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HomeMy WebLinkAbout1/18/1984Wednesday, January 18, 1984 The Board of County Commissioners of Indian River County, Florida, met in Regular Session at the County Commission Chambers, 1840 25th Street, Vero Beach, Florida, on Wednesday, January 18, 1984, at 8:30 o'clock A.M. Present were Don C. Scurlock, Jr., Chairman; Patrick B. Lyons, Vice Chairman; Richard N. Bird; and William C. Wodtke, Jr. Absent was Margaret C. Bowman due to illness. Also present were Michael J. Wright, County Administrator; L. S. "Tommy" Thomas, Community Services Director; Gary Brandenburg, Attorney to the Board of County Commissioners; Jeffrey K. Barton, OMB Director; Lt. Dean Longo, Bailiff; and Virginia Hargreaves, Deputy Clerk. The Chairman called the meeting to order. Reverend Jack Diehl, Our Savior Lutheran Church, gave the invocation, and Commissioner Wodtke led the Pledge of Allegiance to the Flag. ADDITIONS TO THE AGENDA Administrator Wright reported that the Sheriff has requested an item be added to today's agenda in regard to security -at the Courthouse. ON MOTION by Commissioner Lyons, SECONDED by Commissioner Wodtke, the Board unanimously (4-0) added the above item to today's agenda as Item 11 C. Attorney Brandenburg requested that approval of an Interlocal Agreement between the County and the Town of Indian River Shores in regard to a franchise operation annexed into the Town be made a part of the Agenda. JAN 18 1984 BOOK 55 408.05 JAN 18 1984 WK. ON MOTION by Commissioner Lyons, SECONDED by Commissioner Wodtke, the Board unani- mously (4-0) added the above matter to today's agenda as Item 11 D. 55 rAGE 896 Commissioner Lyons requested that approval of the Chairman's signature to an Agreement for State Aid to Libraries be added to the agenda. The Administrator suggested this be made a part of the Consent Agenda. ON MOTION by Commissioner Lyons, SECONDED by Commissioner Wodtke, the Board unani- mously (4-0) added the above item to the Consent Agenda as Item 6 F. APPROVAL OF MINUTES Chairman Scurlock asked if there were any additions or corrections to the Minutes of the Special Meeting of December 15, 1983. There were none. ON MOTION by Commissioner Bird, SECONDED by Commissioner Wodtke, the Board unanimously (4-0) approved the Minutes of the Special Meeting of December 15, 1983, as written. The Chairman asked if there were any additions or corrections to the Minutes of the Regular .Meeting of December 21, 1983. There were none. ON MOTION by Commissioner Bird, SECONDED by Commissioner Wodtke, the Board unanimously K r � � (4-0) approved the Minutes of the Regular Meeting of December 21, 1983, as written. CONSENT AGENDA Commissioner Wodtke requested that Item D be removed from the Consent Agenda for discussion. A. Execution of Traffic Signal Maintenance & Operation Order - SR 60 at 43rd Ave. JAN 18 1984 L - ON MOTION by Commissioner Lyons, SECONDED by Commissioner Bird, the Board unanimously (4-0) approved DOT Traffic Signal Maintenance & Operation Order 5-83, Sec. 88060, SR 60 & 43rd Ave. and authorized signature of the appropriate county official. 3 BOOK55 Pu JAN 18 194 55 80 A. State of Florida Department of Transportation TRAFFIC SIGNAL MAINTENANCE & OPERATION ORDER NO. 5-83 D.O.T. DISTRICT 4 PUBLIC BODY (MAINTAINING AGENCY) Indian River County COUNTY Indian River B. 1. All signalized intersections and signal systems covered by this order are referenced to an agreement of record dated July 21, 1980 between the Department and Public Body and no supplemental agreement is required. 2. The Public Body is hereby authorized and requested to undertake the maintenance and operation of one (1) signalized intersections on the State Highway System as listed in part C of this order. The following previous- ly numbered and dated orders shall remain in effect and are not altered by this order. C. Identification of Type of Equipment and Installations to be Maintained. (PART C I -S ATTACHED) D. PART C. Approvals ACKNOWLEDGED AND APPROVED: 1-18-84 APPROVED: Date Date Traffic Engineer/Agent District Traffic Operations Public Body Engineer Section Number Street Names Pre -Micro- Timed Nctuated ProcessoiOther Inter - Connected 88060 SR -60 at 43 Ave.(CR-611 4 � � r i B. Deed of Easement to City of Vero Beach - Pebble Bay On MOTION by Commissioner Lyons, SECONDED by Commissioner Bird, the Board unanimously (4-0) approved Deed of Easement to the City of Vero Beach for a sewer lift station in the Pebble Bay area and authorized the signature of the Chairman. DEED OF EASEMENT THIS DEED OF EASEMENT made this /," day of , 1984, by Indian River County, a political subdivisio of t�Sate of Florida, party of the first part, and the City of Vero Beach, a municipal corporation of the State of Florida. WITNESSETH: That the said party of the first part, for and in consideration of the sum of ONE DOLLAR ($1.00) and other valuable consideration in hand paid by the party of the second part, the receipt whereof is hereby acknowledged, hereby grants, unto the said party of the second part, and its successors and assigns hereof forever, subject to termination as set forth herein, an easement for the location, relocation, and maintenance of a sewer lift station, under, over, across, and upon the following described property located in Indian River County, Florida, to -wit: The North 2.14 feet of the East 4.65 feet of Lot 40, Pebble Bay Estates as recorded in Plat Book 8, Page 17, 17A, of the Public Records of Indian River County, Florida. and The North 2.14 feet of the West 9.75 feet of Lot 41, Pebble Bay Estates as recorded in Plat Book 8, Page 17, 17A, of the Public Records of Indian River County, Florida. 5 JAN 18 198 �. JAN 18 1994 K 55 TO HAVE AND TO HOLD the same together with all rights thereunto belonging, and all the estates, right, title, interest, lien, equity and claim whatsoever of the said party of the first part, either in law or equity to the only proper use and benefit of the party of the second part, its successors and assigns forever, as long as the same is used by the party of the second part for the purposes of this conveyance, provided further that this easement shall terminate if the party of the second part abandons the use of the sewer lift station for which this easement is granted. IN WITNESS WHEREOF, the said party of the first part have hereunto set their hands and seals the day and year first above written. Signed, sealed and delivered i the presence of: elt.L,C'_ Wi ss it ss INDIAN RIVER COUNTY BY ITS BOARD OF COUNTY COMMISSIONERS By: / C z'4 DON C. SCURLOCK, JR. Chairman Attest, FREDA'WRIGHT, W rk C. Appointment to Finance Advisory Board ON MOTION by Commissioner Lyons, SECONDED by Commissioner Bird, the Board unanimously (4-0) appointed Edwin G. Lovell to the Finance Advisory Board. E. Endorsement of application for 1986 funding of Beach Nourishment Project ON MOTION by Commissioner.Lyons, SECONDED by Commissioner Bird, the Board unanimously (4-0) endorsed making application to the DER for 1986 funding of a County Beach Nourishment L Telephone: (305) 567-8000 January 6, 1984 Project and authorized Public Works Director Davis to sign the following letter. BOARD OF CO U1VTY COIATMISSIONERS 1840 25th Street, Vero Beach, Florida 32960 Mr. Al Bishop Chief, Bureau of Water Management Florida Dept. of Environmental Regulation Twin Towers Office Building 2600 Blairstone Road Tallahassee, Fl. 32301 Subject: Fiscal Year 1986 Public Works Program - Indian River County Beach Nourishment Suncom Telephone: 424-1011 Ref. Letter: Al Bishop, Chief., D.E.R. Bureau of Water Management to the Honorable Richard N. Bird dated December 15, 1983 Dear Mr. Bishop: In accordance with Section 373.026(9), Florida Statutes, Indian River County has in the past three years submitted applications for the Indian River County Beach Nourishment Project to be included in the FY 83 and FY 84, Fy 85 Public Works Program budgets. It is noted that the Beach Nourishment Project was recommended by the Florida D.E.R. to be included in the State's Public Works Program for FY 83 in the amount of $130,000 and for FY 84 in the amount of $2,170,000 (Estimated Federal Funding Requirements). Attached are excerpts from the Preliminary Public Works Appropriations Program. At this time, the Indian River County Beach Nourishment Project Corps of Engineer's report is in the Washington office of the Chief of the U.S. Army Corps of Engineers awaiting approval and .forrrarding to the Secretary of the Army, Office of Management and Budget, Congress and the President. It is not certain that approval will be forthcoming during FY 85. As a result, Indian River County requests that the Bureau of Water Management act, on behalf of the County, to insure the proper advancing or carry over of funds already approved so that the County will remain in a proper financial posture for State and Federal Funding. As requested on page 2 of your December 15, 1983, letter, this letter is submitted to formally request inclusion in the 1986 FY Public Works Budget Conference. Thank you for your consideration in this matter. If you need anv further information, please contact Mr. James W. Davis, P.E., Indian River County Public Works Director, at 305-567-8000, (Ext 245). Sincerely, JWD/ jm 'J amen W. Davis, P.E. Public Works Director 7 JAN 18 1984 610 55 w6E 1 JAN 18 1984 990K 55 1,kU8 F. State Aid to Libraries ON MOTION by Commissioner Lyons, SECONDED by Commissioner Bird, the Board unanimously (.4-0) approved the Agreement with the State of Florida, Division of Library Services, for State Aid to Libraries and authorized the signature of the Chairman. Agreement Between STATE OF FLORIDA DEPARTMENT OF STATE DIVISION OF LIBRARY SERVICES and the BOARD OF COUNTY COMMISSIONERS of INDIAN RIVER COUNTY This Agreement, made and entered into this day of 1984, by and between the State of Florida, Department of State, Division of Library Services, hereinafter referred to as the DIVISION, and the Board of County Commissioners of Indian River County, hereinafter referred to as the COUNTY. WITNESSETH WHEREAS, the DIVISION is authorized pursuant to Sections 257.17, 257.172, 257.18, and 257.19, Florida Statutes, to administer operating, regional library equalization and establishment grants for public library service; and, WHEREAS, funds have been appropriated to the DIVISION under Sections 257.17, 257.172, 257.18, and 257.19, Florida Statutes; and, WHEREAS, the COUNTY has made application and certified eligibility for receipt of a grant as authorized under 257.17, Florida Statutes; and, WHEREAS, the COUNTY has centrally expended for the operation of public library service during the fiscal year ending September 30, 1982, the amount of. $150,382, exclusive of federal and state grants; NOW THEREFORE, WITNESSETH THAT the parties hereto mutually agree, in execution of the Agreement, as follows: C3 I M M M I The COUNTY agrees to expend grant funds awarded pursuant to this Agreement in full compliance with the terms and conditions of Chapter 257, Florida Statutes, and Chapter 113-2, Florida Administrative Code, relating to free public library service, and to provide access to financial records when an audit is deemed necessary by the DIVISION. H The DIVISION, for and in consideration of the COUNTY'S performance hereinunder, and contingent upon the availability and release of funds to the DIVISION, awards an operating grant in the amount of fourteen thousand, and twelve dollars ($14,012), to be released in quarterly allotments, in accordance with the schedule set forth in ATTACHMENT A. IN WITNESSETH WHEREOF, the parties hereto have agreed and executed the Agreement the date and year first above written. ATTEST: 4 Lxl� Clerk of. the Circuit Crt Indian River County George Firestone Secretary of State State of Florida � � C Qhairman, Board of County Commissioners of Indian Rive County 59-600-674 Federal Employer's Identification Number=,,r,i;� ; i'�Ur^ Adopted: 1-18-84 9 JAN 18 1984 BROK 55 nk * JAN 18 1984 October 1,-1983 January 1, 1984 April 1, 1984 July 1, 1984 ATTACHMENT A Quarterly Allotments $ 3,503 $ 3,503 $ 3,503 Payments $ 7,006 $ 3,503 $ 7,006 The first payment will be made on receipt of the signed contract. The third and fourth quarterly allotments will be processed for payment in April, 1984. D. Consideration of Resolution Opposing Florida Power & Light Company's Request for a Rate Increase Discussion ensued regarding the request made by T Metropolitan Dade County that Indian River County adopt a Resolution expressing opposition to the rate increase requested by Florida Power & Light and send it to the Public Service Commission. It was generally felt we do not have sufficient backup facts to take a position on this. Chairman Scurlock suggested tabling the matter for staff to do further research, but Administrator Wright did not feel staff would be capable of analyzing a rate increase of this magnitude, which at the very least would involve going through voluminous documents and require a great deal of time. ON MOTION by Commissioner Bird, SECONDED by Commissioner Wodtke, the Board unanimously (4-0) agreed to take no action re the above matter. 10 BUDGET OFFICE A. Budget Amendment, West County Fire The Board reviewed staff memo as follows: ` O: The Honorable Members of the DATE: January 4, 1984 FILE: Board of County Commissioners SUBJECT: West County Fire FROM: Jeffrey K. Barton, Director REFERENCES: Office of Management and Budget The following budget amendment is to cover an over -budget amount in the commissions and fees account. This account is over -budget as all bills were not current and we were back -billed. Account Title Account No. Increase Decrease Commissiones & Fees 116-104-581-99.94 500 Reserve for Contingencies 116-104-522-99.91 500 Balance in Reserve $724.00 ON MOTION by Commissioner Wodtke, SECONDED by Commissioner Bird, the Board unanimously (4-0) approved the above budget amendment for West County Fire as recommended by OMB Director Barton. B. Budget Amendment, Emergency Medical System The Board reviewed staff memo as follows: 11 JAN 18 1984 910 55 rA01-5 TO:Board of County Commissioners OK r� DATE: December 12, 1983 FILE: SUBJECT: Emergency Medical System FROM: Jeffrey K. Barton, Director REFERENCES: Office of Management and Budget The following budget amendment is to allocate funds to pay for invoices for the County -wide Emergency Medical System for E.M.T. certificates, I.D. cards, stationary and envelopes. This is for supplies received and supplies for balance of fiscal year. Account Title Account No. IIncrease Decrease Other Operating Supplies 001-107-52,6.35.29 1,500 Reserve for Contingencies Balance in Reserve $337,716. as of 12/28/83 001-199-513-99.91 ON MOTION by Commissioner Lyons, SECONDED by Commissioner Bird, the Board unanimously (4-0) approved the above budget amendment for the Emergency Medical System as recommended by OMB Director Barton. C. Budget Amendment, Indian River County Ambulance Squad Radios The Board reviewed staff memo as follows: 12 1,500 TO: The Honorabl a Members of the DATE: January 5, 1984 FILE: Board of County Commissioners SUBJECT: Indian River County Ambulance Squad Radios FROM: Jeffrey K. Barton, Director, REFERENCES: Office of Management and Budget The ending cash balance was greater than anticipated in the budget process since, the funds for the ambulance squad radios were budgeted and the invoice was not received until December 29, 1983. This caused an excess of funds. The following budget amendment is to re -appropriate the funds to cover the cost of the radios. Account Title Account No. Increase Decrease Communication Equip. 001-107-526-66.45 7,000 Cash Fwd. - Oct 1st 001-000-389-40.00 7,000 ON MOTION by Commissioner Lyons, SECONDED by Commissioner Wodtke, the Board unanimously (4-0) approved the above budget amendment for the Indian River County Ambulance Squad Radios as recommended by OMB Director Barton. HUMANE SOCIETY AGREEMENT Attorney Wayne McDonough came before the Board repre- senting the Humane Society to review their proposed lease of County property and discussed their need for ten additional parking spaces which are necessary for them to proceed with site plan approval. Attorney Brandenburg reported that he has worked on the proposed agreement with Attorney McDonough, and all that is needed is to make paragraph 4 more specific as to where the water line is to be extended, i.e., "Indian River County agrees to extend its current waterline 10' west of the Road 1.3 JAN 18 1984 6959K 55 FAWE 8` 7 JAN 18 1984 INK 55 fnE & Bridge Department entrance on the north side of South Gifford Road." Discussion ensued regarding the possibility of the Humane Society providing space to accommodate injured birds, and Joan Carlson, Executive Director of the Humane Society, stated that with the help of the Audubon Society, they hope to be able to meet that need in the future. She continued that they have not designated a specific area other than an outdoor area for caging for birds, but they will have the capability of keeping injured birds in their medical areas within the facility as they are doing now. Commissioner Lyons asked Administrator Wright if his departments are in a position to meet the terms of this agreement, and the Administrator confirmed that he has discussed this with Public Works Director Davis, and they have no objections. ON MOTION BY Commissioner Lyons, SECONDED by Commissioner Wodtke, the Board unanimously (4-0) approved the Agreement with the Humane Society with the wording in paragraph 4 being changed to read "extend its current waterline 10' west of the Road & Bridge Department entrance on the north side of South Gifford Road." 14 ti ;REEMENT BETWEEN INDIAN R THE HUMANE SOCIETY OF VERO BEA( COUNTY FLORIDA, INC. THIS AGREEMENT made this 18th day of January, 1984, by and between INDIAN RIVER COUNTY, a political subdivision of the State of Florida, hereinafter referred to as "County," and the HUMANE SOCIETY OF VERO BEACH, FLORIDA, INC., a not-for-profit corporation existing under the laws of the State of Florida, hereinafter referred to as "Society," WITNESSETH: WHEREAS, Society has requested the purchase of certain property from the County for the purpose of construction of a facility for the Society, and WHEREAS, the Society and County have entered into a sales and purchase agreement containing certain contingencies, and WHEREAS, in the event the contingencies are fulfilled and the County and Society close on the transaction, the Society desires certain assurances from the County with respect to the availability of parking spaces, construction of a culvert and the extension of a waterline. NOW, THEREFORE, the parties agree as follows: -I.: This entire agreement is contingent upon resolution of the contingencies in the Contract for the Sale of Real Property dated June 29, 1983 and the closing of the transaction. In the event the transfer of the property described in said contract does not occur for any reason, this agreement shall be null and void. 2. Indian River County hereby leases to the Humane Society of Vero Beach, Florida, Inc. the following described prop- erty to wit: As described in Exhibit "A" TO HAVE AND TO HOLD for a term of ninety-nine (99) years and to be used exclusively for the provision of ten (10) parking parking spaces for the Humane Society's facility under the -1- 800K SS 819 JAN 181 984 JAN 18 1994 BOOK 55 x$20 following terms: a) The Society shall appropriately mark the parking area for use by its clients and shall repair and maintain the parking surface and all markings thereon for the term of this lease. All such markings shall be subject to the prior approval of the County. b) The Society shall not have the right to build any improvements on or alter the existing paving on the subject site without the prior written approval of County. c) The Society may not sublet or assign this lease without prior written approval of County. d) The Society hereby agrees to indemnify, defend and save Indian River County harmless from any and all claims, legal proceedings, demands, judgments or liabilities of any kind whatso- ever, excluding that caused by the negligence of the County or its employees, arising from the use of the lease premises. e) This lease shall terminate at such time the adjoin= ing site is not used by the Society for Humane Society purposes. 3. Indian River County agrees to provide and install a culvert of suitable size and design to enable access to the Humane Society site, said culvert to be installed before commencement of construction of the Society site. 4. Indian River County agrees to extend its current waterline to a point ten (10) feet west.of the Road & Bridge Department entrance on the north side of South Gifford Road which is located directly across from the Society site. The Humane Society shall bear the full cost of connecting to the waterline at this point and shall pay all customary fees and charges under the normal Indian River County utility policy. 5. This document contains the entire understanding of the parties and may only be modified in writing by the mutual consent of both parties. 6. This instrument shall not be recorded in the public records of Indian River County and such recording shall constitute a breach of this contract sufficient for either party to cancel the agreement in whole. �2- M I r NOW, THEREFORE, the respective parties have authorized the execution of this document in the spaces provided below on the date set forth above. Witness LEGAL By:Z y A., BRANDENB v Attornev BOARD OF COUNTY COMMISSIONERS OF INDIAN RIVER COUNTY By: C DON C. SCURLOCK, JR. Chairman AttestO FREDA WRIGHT, Ck HUMANE SOCIETY OF VERO BEACH, FLORIDA, INC. By: k,,{. CHRISTI E Preside' t Attest: EXHIBIT "A" Sefretary The North 659.72 feet of the East 305.14 feet of Tract 10 and the North 659.72 feet of the West 25.0 feet of Tract 9, both in Section 28, Township 32 South, Range 39 East, Indian River Farms Company Subdivision as recorded in Plat Book 2, Page 25, St. Lucie County, Florida, now Indian River County, Florida. All the above situate in Indian River County, Florida and containing 5.0 acres, more or less. -3- 1300K 55 M66321 J�1N 18 198.4 JAN 18 1984 Book, 5 PAGE S $22 Attorney McDonough then informed the Board that they are attempting to redefine the legal description in the Sale and Purchase Agreement, which goes hand in hand with their obtaining the additional parking area. Attorney_ Brandenburg believed that what they want is an extra 25' along one of the boundaries, and he wished to know if this adds to the acreage originally involved. Architect Charles Block stated that it does not; it just shifts the 25' from one side to the other. Administrator Wright did not have any problem with this and felt it can be worked out. ON MOTION by Commissioner Lyons, SECONDED -;-- by Commissioner Bird, the Board unanimously (4-0) authorized staff to -work with Attorney McDonough to draw up the proper legal de- scription redefining boundaries in the Sales & Purchase Agreement with the Humane Society, and take the necessary action -to --close on the contract. Commissioner Wodtke brought up the fact that all perti- nent facts re adoption of a particular dog are not included in the newspaper, and Mrs. Carlson explained that it is difficult to include all the specifics as to whether or not a dog should be allowed outside the house, etc. She pointed out that when people come to them, they fill out adoption forms and are given complete information at that time. Commissioner Wodtke asked if our animal warden would be able to enforce such restrictions, and Mrs. Carlson noted that people who adopt animals, sign a contract with the Humane Society, and it would be the Society's responsibility to enforce this. 17 HUTCHINSON UTILITIES, INC., - RATE INCREASE REQUEST The hour of 9:00 o'clock A.M. having passed, the Deputy Clerk read the following Notice with Proof of Publication attached, to -wit: VERA BEACH PRESS -JOURNAL Published Daily Vero Beach, Indian River County, Florida COUNTY OF INDIAN RIVER: STATE OF FLORIDA Before the undersigned authority personally appeared J. J. Schumann, Jr. who on oath says that he is Business Manager of the Vero Beach Press -Journal, a daily newspaper published at Vero Beach in Indian River County, Florida; that the attached copy of advertisement, being a/'2_p� in the matter of , in the fished in said newspaper in the issues of �O Court, was pub - Affiant further says that the said Vero Beach Press -Journal is a newspaper published at Vero Beach, in said Indian River County, Florida, and that the said newspaper has heretofore been continuously published in said Indian River County, Florida, each daily and has been entered as second class mail matter at the post office in Vero Beach, in said Indian River Coun- ty, Florida, for a period of one 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. /y Sworn to and subscribed before meati ^ / �-7 d —LL=. day of_ A.D. 19 _ (SEAL) (Cleik of the Business Manager) ndian River County, Florida) NOTICE OF PUBLIC HEARING The Indian River County Board of County Commissioners will hold a public hearing: on January 18, 1984, 9:00 a.m., in the commission chambers located 'at 1840 25th Street, Vero Beach, Florida 32980, to consider a request for a change in rates by Hutchinson Utilities, Inc. The proposed rates areas follows: Residential Base Rate ---$15.00 per mos. covers sewer service for a dwelling unit with a kitchen and (1) bathroom. , Unit ---$7.75 per mos. for each additional bathroom, laundry room or toilet In access of, those Included in base rate. Fractional Units -4%, of y2 etc.) common laundry rooms shared by apartment dwelling units are divided by the number of dwelling units to determine fractional units. Commercial (1) Hotels, motels, or other facilities offering transient or guest accommodations; Base—$40.00 per mos. covers first (5) bathrooms. Unit ---$7.57 per mos. for each bathroom in aces of (5). (2) Restaurants, bars, clubs and other facili- ties, providing food or drink as primary servicaa; --$ Base40.00 per mos. covers (20) seats. Unit -7.75 per mos. for each (20) sesta, or fraction.thereof, in access of (20). (3) All other commercial facilities; Base ---$40.00 per mos. for up to (2) rooms having connections to the corporations sewer lines. Unit -47.75 per mos. for each room in ac- cess.of (2) having a connection to corporation sewer line. We trust that the above information will pro- vide you with an understanding of our various rate classifications. All interested persons are invited to this meet- ing. If any person decides to appeal any decision made by the Board of County Commissioners with respect to any matter considered at this meeting, he/she will need a record of the pro- ceedings, and that for such purpose he/she may need to ensure that a verbatim record of the pro- ceedings is made, which record includes the testimony and evidence upon which the apps• is to be heard. Don C. Scurlock Jr., Chairman Indian River County Board of Commissioners S Jan. 10, 1984. Staff memo and recommendation is as follows: 18 JAN 18 1984 %1QK .55 3 I 55 mE824. TO: The. Honorable Members of the DATE: January 9, 1984 FILE: Board of County Commissioners THROUGH: Terrance G. Pinto Utility Services Director HUTCHINSON UTILITIES, INC. SUBJECT: REQUEST FOR RATE CHANGE AND MODIFICATIONS TO EXISTING FRANCHISE AGREEMENT A) Resolution No. 81-58 B) Letter of Intent C) Moorings/Hutchinson Agreemer FROM• Joyce S. Hamilton REFERENCES: D) Commission Minutes 12/1/82 'Administrative Assi tantRate Utility Services F) Rate Review Committee Report G) Revised Resolution DESCRIPTION AND CONDITIONS: Hutchinson Utilities, Inc., is a wastewater franchise currently operating under Resolution No. 81-58 (Exhibit "A") after a -transfer of ownership from The Moorings Development Company (Exhibit "B" and 11C" ) The franchise territory includes all of The Moorings units 1, 2, 3, 4, 5, and 6; The Moorings Golf Course; Porpoise Bay Villas; and St. Edward's Upper. School (pages 2 and 3 of Resolution No. 81-58). ALTERNATIVES AND ANALYSES: The Corporation has petitioned for a rate increase at the same time The Moorings Property Owners Association has petitioned for an adjustment in the existing rate structure (Exhibit The property owners feelings are they have been overcharged. The rate increase requested by the Corporation is based on the need to construct a new facility and to vacate their existing facility.'Requested rates and analysis are Exhibit "E". The Rate Review Committee of Indian River County has submitted their findings (Exhibit "F") and opinion. RECOMMENDATION: Although staff recommends approval of the modifications made to the franchise agreement, they recommend denial of this request for an increase in rates based upon the opinion of the Rate Review Committee that depreciation of contributions in aid of construction was taken. Chairman Scurlock explained the procedure to be followed during the public hearing. Attorney Samuel K. White, 123 Springline Drive, member of the Florida Bar, asked that his appearance on behalf of The Moorings of Vero Property Owners Association be entered. He announced that he would act as Intervener, assisted by Attorney Eben Cockley and Attorney Paul Stewart. 19 Utility Services Director Pinto made the staff presentation, noting that the utility primarily serves The Moorings area and St. Edward's School. The rates they are requesting would not go into effect until the new plant goes into service, and the reason the rates are requested prior to construction is to acquire reasonable financing which would eventually result in lower costs to the customer. Mr. Pinto noted that with this particular utility, there are many circumstances that become a concern in the rate proposal, and staff is looking very hard at what should be built there to protect the territory. Staff does not agree with the manner in which Hutchinson Utilities has calculated depreciation on contributions in aid of construction, and there are also two minor expense items they question. In view of these questions, staff is recommending the requested rate increase not be granted. In addition, the Moorings Homeowners have petitioned for relief on the existing rates. Mr. Pinto believed we are looking at a test year of 1982 which indicates a concern over some salaries and other expenses. He expressed concern that the way the franchise is written, it is very unclear as to what allowable expenses were, how the initial rate was based, and what it was based on in regard to determining a fair rate of return, etc.; therefore, what staff is recommending is that the County bring in a consultant to audit the entire operation of the utility, not only the financial part but the management part, and report that back to the Commission so that a determination can be made as to a rate base. Director Pinto further noted that there is also a legal area not considered yet, which involves what happens to this franchise if this area is annexed into the City of Vero Beach. Administrator Wright reported that he had a discussion with some representatives of the City of Vero Beach in this regard and he was asked to relay the message that if the new N 1 2 r. JA 1 994 JAN 18 1984 e sewer plant is built at The Moorings, the City would not be interested in annexation. Utility Director Pinto noted that the franchise is fairly specific as to the County's ability to take the system if we needed to and it has some reference to what would happen if someone annexed, but it does not have any provision for franchise fees. The Utilities Department, therefore, cannot recover any of their expenses for the work they have put in on this franchise. In view of this, and particularly if it is decided to retain a consultant, Director Pinto recommended that the cost of the consultant be funded through the County's franchise accounts and also that the franchise be amended to allow for 60 of gross receipts to be forwarded to the County as soon as possible to help cover some of these expenses. With all these things in mind, Mr. Pinto felt we should allow the utility company to put their case in front of us and then have The Moorings argue their case. Chairman Scurlock asked Attorney Brandenburg if there is any requirement that the Commission at this time grant a rate based on future expansion or is there a possibility for us not to address this request until we see exactly what improvements are made since there apparently are questions about the site, setback requirements, etc. Attorney Brandenburg replied that different utility authorities have different policies on this issue. The Commission is required to give the utility a rate which allows them to recover their operating expenses plus a fair rate of return, and when the investment is made, we are required to increase the rates in a proportionate amount. Whether or not the Commission wishes to do this ahead of time, however, is discretionary, and the County has not established a definitive policy in this regard. 21 Discussion ensued, and it was noted there are many questions to be addressed and a possibility that alternatives could be pursued other than necessarily building a new plant in a new location. Attorney Brandenburg suggested that the Commission listen to Mr. Micale on behalf of Hutchinson Utilities as we do not know what he may suggest. Commissioner Lyons pointed out that there was a request by The Moorings to have the existing rates investigated. Even if the City should annex The Moorings tomorrow, that plant will be in existence for sometime, and he wondered why that question couldn't be settled first so we can concen- trate on one question at a time. Chairman Scurlock felt that is an excellent suggestion and stated that he would ask Hutchinson Utilities to address the existing rate structure first and then we will go the second phase. PHASE I: Existing Rates Attorney Frank J. Micale of the law firm of Williams, Micale & Wells of Jensen Beach, Florida, appeared repre- senting Hutchinson Utilities, Inc. He noted that some issues have been raised which he did not believe they are prepared to address - the issue of annexation by the City of Vero Beach of which he was totally unaware until today, and the issue raised with respect to existing rates. It -was Attorney Micale's understanding that the purpose of today's hearing was to address the request that Hutchinson Utilities presented to the Board seeking rate relief, and their intent today is to seek approval of rates designed to provide sufficient revenue to enable the company to become financi- ally viable and able to obtain the financing necessary to implement a proposed construction project. Attorney Micale stated that he will present witnesses whose evidence will show that what Hutchinson Utilities is proposing is in the 22 JAN 18 1984 BOOK PhZE `. I -I JAN 18 194INK 55 f,^,�L public interest and the rates proposed are fair and reasonable. Attorney Micale wished to draw the Commission's attention to the fact that the revenue requirement that will be presented by the company's witnesses is predicated on the company obtaining the industrial revenue bond issue at an assumed rate of 90. Bond Counsel has advised that Congress has a pending revision intended to become retroactive to 1/1/84 which could affect the taxability of the income of the proposed revenue bonds. If that is so and they have to obtain financing from some other source, Attorney Micale suggested that their rate would be considerably higher. Chairman Scurlock requested that Attorney Micale address the -issue of present rates, and Mr. Micale stated that he was not prepared to address that issue. Samuel K. White, speaking on behalf of The Moorings Property Owners Association, informed the Board that they are ready to proceed on either issue. Chairman Scurlock called a five minute recess to give a Attorney Micale an opportunity to check with his clients in regard to addressing present rates. Chairman Scurlock reconvened the meeting with the same members present and announced that he suggested to Attorney Micale that if he does not have any testimony to present regarding the existing rates, that Mr. White be allowed to read his testimony into the record. Attorney Micale wished to state for the record that they have furnished to the interveners all information requested, and further noted that he would have felt that out of courtesy, they would have been apprised of the issue re the existing rates to give them an opportunity to prepare. Mr. Micale stated that he certainly did not object to the Board calling another hearing at which time all issues re the existing rates might be addressed. 23 Intervener White first wished to submit for the record, as Intervener's Exhibit #1, an accounting report by the firm of Stone, Marshall & Discenza, CPA, Syracuse, New York, dated February 15, 1983, which is a statement of the financial position of Hutchinson Utilities, Inc., as of December 31, 1982. (ALL EXHIBITS SUBMITTED WILL BE PLACED ON FILE IN THE OFFICE OF THE CLERK) Attorney White specifically called attention to the 4th page of the above report, which indicates that Hutchinson Utili- tiea had revenues of $224,000 and costs and expenses of $213,000. The costs and expenses for plant operation, which include maintenance, utilities, and supplies, add up to a total of $31,000. General and administrative expenses however, are shown as $181,582, and this includes executive salaries of $64,344, which Mr. White felt is very out of line for a small utility plant. In addition, there is an item showing entertainment, business promotions and conven- tions amounting to $8,931, which he seriously questioned, as well as insurance amounting to $10,850, part of which was on .the lives of the three principals. He did not see how that applies to property used and useful. Intervener White then called William Duynslager of Greeley and Hansen, Tampa, Florida, consulting engineer, to review the rates and talk about the cost of building a plant. Court Reporter Dennis Zambataro swore in Mr. Duynslager. Mr. Duynslager gave the Board his qualifications, stating that he is a professional engineer with a considerable background as a utility director in various Florida counties. He reviewed his report on the existing rate structure and stated that his conclusions were that 24 JAN 18 1984 B90K 55 PAVE 829 • BOOS n^,m Hutchinson Utilities is operating the utility in a fine operational manner and as far as the way it functions, re equipment, etc., they comply with Section 7 of the franchise agreement. Section 17 of the franchise has a paragraph which requires the utility to put 100 of gross sales into a reserve fund until they reach $20,000 for renewal and replacement, and they did not comply with that requirement in 1981 or 1982. Re Section 18, Mr. Duynslager stated that while the provision for a connection charge is appropriate, its purpose is not defined nor is the amount justified. He submitted that a connection fee was not even justified at that point in time or with the existing rate structure since the plant was donated to them, and therefore, collecting connection fees in advance for a facility in which they had no investment was inappropriate. Mr. Duynslager discussed Section 19, noting that while the provision for monthly utility rates is necessary, there is a lack of verification of customer equity. He suggested when rates are allowed that some clearer definition be included so that those following can better evaluate whether they are charging equitable rates. Mr. Duynslager noted that the connection fees collected have not been accounted for separately. While he believed they have followed proper accounting procedures based on the business accounting principles used for tax purposes, he noted that within the normal process of accounting for revenue collected by a water/sewer utility, the collection fees would be set aside in a separate reserve fund to be devoted to capital improvements or pay off debt service. Since this was not required in the franchise, they did not do this, but co -mingled those funds with the normal bills and that accountability is lost as far as being attributed to the plant. He believed current operating costs exceeded those appropriate for a utility of this size as did quite a few of the items listed under general and 25 administrative expenses also; for instance, executive salary of $64,340, which in a utility with only 700 customers would amount to roughly $100 per customer per year. Mr. Duynslager continued that revenue collected, including connection fees was about $179,000, and the expenses he would consider appropriate would be about $143,000; so, the existing rate should have provided a good profit for that year. In regard to the insurance, Mr. Duynslager noted that life insurance might be required as a buy-out situation if one partner should pass away and that really is an appropriate business expense, but it would come under the balance sheet rather than the profit and loss statement. Mr. Duynslager then reviewed the Greeley and Hansen Report signed by Arthur Adams, the partner in charge of their office, and explained that he did 90% of the work involved. Mr. Duynslager stated that this report has been provided to Hutchinson Utilities and their CPA's have reviewed it and take a little exception to his statement that the accounting processes they have used are fine for tax purposes, but for rate making purposes, it would be approached in a different manner. Mr. Duynslager then wished to read into the record two short paragraphs from a letter in which they responded to his remarks, as follows: "We believe the deciding factor is the lack of restriction by the franchise agreement placed upon the connection charges collected. (Mr. Duynslager agreed with this.) The owner's reserve for capital expenditures required by the franchise agreement is 100 of the gross rates charged by the utility up to a maximum of $20,000." "It is important to note that the accounting treatment as required by generally accepted accounting principles may not necessarily be the same treatment as required for rate making purposes." 26 1 JAN 18 1984 KXK 55 Commissioner Wodtke asked that Mr. Duynslager explain the statement in his report on Page 3 which states that they have not conducted a formal or complete utility rate study. Mr. Duynslager explained that if they were to do a formal rate study, which would be much more in depth, they would have to have someone go through and verify all the expenses and not just work from the CPA's annual reports. Chairman Scurlock noted that Mr. Duynslager examined the existing expenses and revenue sources and he wished to know how the items such as salary, travel costs, etc., compare with the projected figures. Mr. Duynslager stated that the proposal is greater. He referred to Table 2 on Page 16 of his report and stated that he has looked at the 1981 and 1982 years and he is suggest- ing that appropriate expenses would be somewhere in the range of $136,000 rather than $213,000. Intervener White requested that the Greeley and Hansen Report of September 1983 be marked and entered as Intervener's Exhibit #2. Attorney Micale asked if this report relates to the second phase of today's hearing, and Intervener White stated that he would like to submit it now and have it apply to both phases. He continued that he wished to introduce Intervener's Exhibit #1, which is the accounting report, and Intervener's Exhibit #2, which is the report of the Greeley and Hansen firm. Attorney Micale had no objection providing they have an opportunity to cross examine. Intervener White informed the Board that this concludes their presentation on the existing rate issue. Commissioner Lyons commented that he hates to see anybody spend any more money than they have to to get the question settled as to what the proper existing rate is, and he would like to see everyone pool their assets to come up 27 with an answer that might be satisfactory without getting down to every 10th of a cent. Attorney White noted that he has a definite opinion on this subject, and he would like to see Hutchinson Utilities audited. He wished there was an easy way, but did not believe there is. Chairman Scurlock asked for an expression from the Commission as to whether they would want to move ahead with an audit. Discussion arose as to hearing a presentation from Hutchinson Utilities, and Commissioner Lyons pointed out that the advertisement of this hearing addresses only the second question or phase, and he, therefore, believedwe really are not having a public hearing on the first question re existing rates, but a discussion. Attorney White did not agree with that because the Property Owners Association filed a petition in 1982 to have these rates reviewed and it was his understanding that this matter would come up today. Commissioner Lyons emphasized that we really don't have a public hearing advertised for the subject of existing rates, but felt possibly we can take action without further public input which is really going to come on the part we did advertise. Attorney White believed that the Commission has received the public input on the first phase since he is representing all the property owners present. Chairman Scurlock asked if the Commission is receptive to authorizing staff to implement that portion of their recommendation that deals with the existing rate structure, and Commissioner Lyons stated that he is ready, but would like an indication of cost.. Commissioner Wodtke did not believe that staff indicated they necessarily wanted to look at existing rates. 28 JAN 18 1984 , A N 181994 *K 55 PACE 3 3 into the MSTU and all work is performed by the Utility Department which receives no compensation. Commissioner Lyons stated that he would add to his Motion that the funding will come from franchise fees in the MSTU, and Commissioner Bird agreed. Commissioner Bird asked if the Motion would satisfy the Property Owner's Association as to the phase we are discussing now and asked Attorney Brandenburg if we are on good grounds legally. Attorney White noted there are other issues raised in the petition which he wished to reserve the right to present, but as to the issue of substantiating existing rates, he believed it would be very satisfactory. Attorney Brandenburg felt the Commission is on good legal footing. In this situation, a utility company has requested a rate increase. Their customers have asked whether the current rate is excessive or not, and the County is now taking the position that they are declaring it an interim rate and are going to look into it and determine whether it is excessive. If it is so determined during that study period, then you could require a refund. Commissioner Bird stated if in amending the franchise at some later point a franchise fee is collected, he would hope we would repay the MSTU. Attorney Micale requested the right,to address all issues with respect to the existing rates as well as any issue which may be disclosed by the audit Mr. Pinto is suggesting. THE CHAIRMAN CALLED FOR THE QUESTION, including the addition re funding from the MSTU. It was voted on and carried unanimously (4-0) . 30 Utilities Director Pinto felt staff is fairly well satisfied that they are on the right track with the new rate structure that is being proposed. We do not, however, have the ability to go into the company and audit their existing rate conditions, and if that is the recommendation, he believed we should hire a consultant. We would have to negotiate as to price, but he believed we should start with a $5,000 maximum. Commissioner Bird asked what he felt the scope of work would be for the outside consultant. Director Pinto felt it should be limited to the -test year of 1982, but that they should go in and audit all the costs they show in the financial statements and relate them not only to the actual dollars that were spent, but as to what they were spent for specifically, and'also look at the management ability of the company, its assets, and make up a depreciation chart to see if we agree or disagree. It would be a full management audit - not just financial. Commissioner Bird noted, in other words, the audit would establish what an independent auditor would feel is the fair rate for a customer to be paying. MOTION WAS MADE by Commissioner Lyons, SECONDED by Commissioner Bird, to establish the existing rate as an interim rate, authorize an expenditure not to exceed $5,000 for the financial and management audit, and proceed and authorize staff to go through the selection process to accomplish this. Administrator Wright recommended funding come out of the MSTU because all monies collected on franchises are put 29 JAN 18 1984 BacK 55 PAE 3 BOOK ,5 FA CE 835 Administrator Wright requested that the Commission amend the budget now to allow OMB Director Barton to make the appropriate entries in the MSTU so this does not have to be brought back again. ON MOTION by Commissioner Lyons, SECONDED by Commissioner Wodtke, the Board unanimously (4-0) authorized the OMB Director to make the appropriate line item transfer from the MSTU for the study of Hutchinson Utilities, Inc., requested by staff, as follows: Account Title Res. for Contin- gencies Transfers Out Transfers In Other Prof. Services Account No. Increase Decrease 004-199-513-99.91 5,000 004-199-513-99.21 5,000 471-000-381-20.00 5,000 471-235-536-33.19 5,000 This concludes the first phase of the hearing. PHASE II: Requested Rate Increase Attorney Micale informed the Board that a substantial portion of the company's utility plant in service represents a plant contributed by its predecessor. In the determina- tion of the company's revenue requirement, depreciation on the contributed plant is treated as an operating expense. In their opinion, the inclusion of the depreciation in this rate making process is in accord with a decision by the Court of Appeals of Florida in the case of Sarasota County vs. Tamaron Utilities, Inc. Attorney Micale believed the decision of the District Court of Appeals is on point with the present situation and he has a copy of the Court's decision which he would like entered into the record of this hearing. 31 M M M Attorney Micale submitted Petitioner's Exhibit A as described above. In regard to a possible denial of Hutchinson's applica- tion for a rate increase, Attorney Micale pointed out that while the Commission has regulatory powers, he believed it would be entirely unfair to reject their application solely on the basis that they considered depreciation of the plant. That is an element that can be excluded, and they have the right to modify'their application. For his first witness, Attorney Micale called Louis Aiello, President of Hutchinson Utilities, who was sworn in by Court Reporter Zambataro and made the following presentation: My name is Louis P. Aiello, President of Hutchinson Utilities, Inc. �..On August 19,1981, our Corporation was granted by the Board of Commissioners of Indian River County an exclusive Franchise, which gave us the right and privilege to erect, construct, operate and maintain a sewer system within the prescribed territory provided in our Franchise. With these rights there also is a mandated obligation to provide reasonably sufficient, adequate and efficient service to each person applying for sewer services within our Franchise area. 32 JAN 18 1984 �IQK 55 ME- 3` pp�-194 JAN 18 BOOK z)� rha 838 We have to date complied with the terms of our Franchise as to supplying service to those customers who.have requested sewer services. f We feel our service to the customer has been good. There have been very few complaints as to service or quality of serv- ice. When there have been problems we feel they have been hand- led properly and in a timely fashion. There are some deficiencies in service, as they relate to D.E.R. Regulations. Our plant does not meet current D.E.R. Standards. Filters and retention time, polishing pond capacity are a few of these deficiencies. They will be described in more detail by our engineer later in the hearing. While we have met obligations to our customers we find we will not be able to do so in the near future. Reasons: In addition to meeting D.E.R. Regulations, we must expand our facilities to meet demand of future customers within our Franchised Area as imposed by the terms of our Franchise. According to our calculations, we will not have sufficient capacity in our plants to serve future customers. 33 iEfiEES We have two treatment plants in operation which were design- ed for a capacity of 160,000 gpd. One of our plants has a'capac- ity of 60,000 gpd. This plant has deteriorated to a point that it could collapse completely in the next few months. Elimination.. -of this 60,000 gpd plant would obviously affect our service to exist,dN In order to comply with our Franchise and to provide service to existing customers, let alone providing service to new customers, who are entitled to come on line for sewer service, we must expand and update our existing facilities. In order to meet our obligations, we have developed a construction program involving. i (A) Construction of a 250,000 gpd plant and associated equipment and facilities to be located on a new site which we have acquired from Moorings Development Company. This new site lies in the N.E. corner of the Moorings property west of AlA at the easterly end of the golf driving range. 34 JAN 18 1984 Disc 55 rinf 839 The new site was necessary because: (A) The land where the plant presently exists is not ours and we are contractually obligated to remove said plant. (B) Even if we could acquire or have title where our present plant exists, it is our judgement based upon studies we have made that the land upon which the present plant is situated is not of a large -enough size to allow necessary plant expansion and meet D.E.R. Regulations. The project which we propose to undertake and which we believe to be in the public interest will cost approximately $900,000.00. The details of those costs will be presented by our engineer. The Indian River county Utility Department has made several inspections of our facilities in the past few months. Their reports presented to me verifies and concurs with the statements I have made concerning deficiencies in meeting D.E.R. Requirements. In order to implement our proposed construction program, it is necessary for our company to seek external financing. We can obtain financing through Industrial Revenue Bond financing. On September 7,1983, the B oard of Indian River County adopted a Inducement -Resolution as a first step towards assisting us in obtaining Industrial Revenue Bond financing. 35 However, in order to attract investors of IR B's to finance our project, or to attract investors of conventional financing, we must have revenues sufficient to attract investors, assuring them that we have the financial ability to meet debt service. Our present rates under the terms of our present Franchise, are totally inadequate to generate the revenues required to finance the proposed construction project. I would also like to point out that our present rates are inadequate to provide revenues to carry the cost of, operations and that portion of our construction program which relates to meeting D.E.R. Requirements. It is for all of our foregoing reasons I have given, which has compelled us to seek rate relief and to request this Board for approval of the rates we have petitioned for. We ask that the rates which we are seeking be put into effect following completion of our construction program. We seek approval now because it is essential that we display to our lenders for an interim construction loan, our financial ability to attract long-term financing, to pay off the short- term debt. Of course, investors of the long-term debt whether in the form of IRB's or conventional debt, will require 36 JAN 18 1984 BOOK 55 Inc, 8541 J A N 18 1984 too 55 r, , 842 assurances that our company will have sufficient revenues to meet debt service. Without the proposed rates, I believe that our company will be unable to obtain the necessary financing and thus, we will be unable to go forward with meeting D.E.R. Requirements and meeting the service requirements of present and future customers. In the end we will be deprived of carrying out our service system operations and fulfilling the terms of our franchise. Substantiation of our revenue requirements are reflected - in financial statements which will be presented by Myron Olstein, a management consultant with the firm of Main-Hurdman, who specializes in utility rate consulting. Intervener White submitted Intervener's Exhibit #3 - a layout of the present plant. He reported that this is a sketch he got out of the back of the agreement between Hutchinson Utility and The Moorings Development Company dated February of 1983. He then questioned Mr. Aiello regarding various symbols shown on the sketch and what they depicted. Mr. Aiello identified the various structures noting that the circular tank to the north is the clarifier, but stated that he did not wish to get into the details of plant operation. Mr. Aiello identified the 50' x 12' rectangle as the 60,000 gpd plant, which he claimed is deteriorated to the point that it could collapse in the next few months, and 37 stated that this is borne out by a report of the County Utility inspector as well as experts on their own staff. Intervener White next questioned Mr. Aiello regarding the polishing pond located east of the maintenance building and had him confirm that whatever treatment is done, the liquid goes into the polishing pond. The Intervener then questioned Mr. Aiello as to the,date of the contract Hutchinson Utility Company entered into with The Moorings where it was agreed that the existing plant would be moved, and Mr. Aiello was not certain of the exact date. Intervener White stated that the contract was as of September 25, 1980. Intervener White submitted Intervener's Exhibit #4 - Letter of Intent between Hutchinson Utility Company and The Moorings Development Company, and asked that Mr. Aiello tell a bit of the background as to how this happened to be entered into. Mr. Aiello explained that The Moorings wanted to be very sure that Hutchinson had the capabilities of operating the system, and he believed the intent was to protect themselves and the property owners; they wanted certain assurances that certain things would happen. Intervener White asked what discussion was held at that time about removing the treatment plant to another location, and Mr. Aiello stated there was very little at that time as far as he knew; possibly his partner may have had other discussions. Intervener White referred to the Addendum to the Letter of Intent dated 9/25/80, Item 12, and noted that it states "Hutchinson Utilities will move existing plant during summer of 1981.• Monies supplied from escrow account." He believed this demonstrates that they did have an agreement at the time the Letter of Intent was entered into to move that plant. W 1 � epi No 55 rtiL 843 I JAN 18 1984 Mr. Aiello reiterated that he did not know the exact date and was not sure if that agreement was at the same time as the other. Intervener White noted that it certainly was prior to the hearing on the franchise being transferred, and Mr. Aiello pointed out that it was not dated and he felt this was an assumption. Intervener White then asked if there was a disclosure to the Commission in July of 1981 about plans to move the plant. Mr. Aiello did not understand the question, and Intervener White stated that there was a disclosure of plans to move the plant, but there was no disclosure that The Moorings was requiring them to move the plant and that they had no right to keep it at that location. Mr. Aiello stated that he was not sure what their intent was at that time and felt that Intervener White was making an assumption. Intervener White submitted Intervener's Exhibit #5 - Agreement dated February 25, 1983, between The Moorings Development Company, Inc., and Hutchinson Utilities, Inc. Intervener White asked Mr. Aiello whether this agreement was not dated about 1�2- years after Hutchinson received their franchise and whether it provides that they are getting a bill of sale for the underground facilities and the treatment plant. Attorney Micale suggested that Mr. White inform the Commission that it is clear the purpose of the said agree- ment was to effectuate the rights and obligations of the parties contained in the Letter of Intent he referred to. Intervener White continued to discuss the document, noting that one of the provisions was that no later than 1/31/84 Hutchinson Utilities shall remove the treatment plant, and all related facilities, including the St. 39 Edward's lift station, and shall have vacated said premises. This was confirmed by Mr. Aiello. Intervener White emphasized that this agreement was entered into after the Moorings Property Owners filed for a rate review. Intervener White submitted Intervener's Exhibit #6 - A transcript of the transfer of Moorings Sewer System Franchise discussion taken from a tape of the Board meeting - of July 15, 1981. He quoted portions of Mr. Aiello's testimony taken from that tape, as follows: "I would like to give you just a little bit of what we plan to do. First of all, I don't think there's a question of our ability to operate, because apparently the County felt and so did the judges because we are receivers of Treasure Coast and operating that one in the interim period also. And, secondly, we have purchased a plant (It is in Jacksonville) with our monies -- not the Moorings money. We are prepared -- we have plans to show the expansion at The Moorings facility. This expansion to be made this Fall -- right now -- is the total build out, no additions to be made from this point on. It's being done two, three years in advance, and that's to demonstrate what our abilities are -- our capabilities - or what our intent is in this county...............it's going to be complete this year for the future." Intervener White asked Mr. Aiello to confirm that he was referring to total build -out, and Mr. Aiello stated that he was at that time. Intervener White noted that this dis-cussion at the time of the transfer referred to an expenditure of $100,000, and now they are talking about a cost of $900,000. Mr. Aiello stated that the $100,000 related just to the cost of the plant in Jacksonville, not the whole project. 40 JAN 18 1984 Bax 55 n.Z-z' 845 RMEEM44g] BOOK .55 FACLE' 8 Intervener White argued that they did not make a full representation, and Mr. Aiello was not sure if they meant that Fall or the following Fall, but contended that the intent at the time is exactly as they stated - the purchase of an additional plant to coincide with the one that existed to meet the build -out needs of The Moorings at that time. He continued that they did not get the plant in Jackson- ville, which was a 100,000 gpd plant. Attorney Micale asked Mr. Aiello to clarify his position at the time of the hearing for acquisition of the franchise in relation to the conditions that existed then and the conditions that existed after the acquisition of the franchise. Mr. Aiello was confused with the statements made re the $100,000 and wished to clarify that the September agreement stated that as soon as they had received $100,000 in tap -in fees, they would begin to build the plant - not that the plant expansion would cost $100,000. Chairman Scurlock noted that the dialogue which suggested they were looking at total build -out anticipated the purchase of a 100,000 gpd plant, and he assumed that that was based on the existing 160,000 gpd plants being utilized. Mr. Aiello agreed, but noted it was based on a totally different design done by a partner who is now deceased. Chairman Scurlock asked if there was ever any management decision not to effectively maintain the 60,000 gpd plant based on the fact that they were going to move the plant. Mr. Aiello stated that they have always properly maintained that plant; it was an integral part of the design. Commissioner Lyons asked if conditions have changed with the DER as to what plant they would keep or not keep. 41 0 77 Mr. Aiello stated that DER regulations would have a severe effect, and those have all been changed after the franchise. Chairman Scurlock inquired about the plant they now have put money down on, and Mr. Aiello informed him they have purchased it. It is not a new plant, but it has never been used. It is ready to be shipped. Attorney Micale asked what savings would be implemented by the purchase of that plant. Mr. Aiello preferred that Mr. Mendez, their engineering consultant, make their presentation re the plant. Intervener White referred to Page 10 of the transcript, Intervener's Exhibit #6, and noted that Commissioner Bird stated "They would like to spend one hundred thousand dollars," and Attorney Hudson stated "They are willing to do it and they are going to do it." This is referring to Hutchinson Utilities. He asked Mr. Aiello if he had talked to The Moorings about the possibility of staying where they are. Mr. Aiello felt that is a hypothetical question because there is no way they can stay there and meet the DER regulations. Intervener White believed the present polishing pond is not adequate for the DER and noted when they move to the northeast part of the Moorings Golf Course along A1A, as he understands it, they are going to use a lake on the golf course on the 1.3 acres they have acquired. He wished to know why they couldn't just run pipe from the present location to that same pond. Attorney Micale and Mr. Aiello both felt that should properly be answered by an engineer, but Mr. Aiello commented that you can run pipe almost anywhere, but he did not know if it is feasible or if it would work. 42 Sax 55 PnE8 - J r BOOK Intervener White wished to know what the rates were at the time Hutchinson Utilities acquired the franchise, and Mr. Aiello did not know but stated he would get the information. Intervener White informed the Board that Attorney Micale has some out of town witnesses whom he would like to have present their testimony now. Attorney Micale called Myron Olstein, Director of Municipal Financial Services for Main Hurdman KMG, who was sworn in by Court Reporter Zambataro. Mr. Olstein explained that this particular rate study was initiated while he was Director of Environmental and Municipal Services for Coopers & Lybrand, and he has been retained by them to complete the study in their behalf. Mr. Olstein then outlined his background and qualifications, noting that he has performed more than 30 rate studies mostly involving municipal utilities, i.e., Boston, Detroit, San Francisco, Boca Raton, Naples, Pensacola, etc. Mr. Olstein stated that the rate analysis was prepared based on data and assumptions provided by the management of Hutchinson Utilities, and if events do not occur as assumed, actual results may vary substantially from the projected results. Attorney Micale entered Petitioner's Exhibit B - Rate Analysis prepared by Mr. Olstein. Mr. Olstein explained that he used an end of year rate base and stated that if plant costs should turn out different than their assumptions, a re -computation of the rate base will be necessary. He continued that he applied the used and useful rule allowing 20o for growth; this assumes the plant is fully useful when operating at 80% of design capacity. The calculation of depreciation is in accordance with the procedures utilized by the utilities auditors and their procedures, in turn, were based on NARUC L— 43 guidelines. Mr. Olstein stated that he has used the conventional approach - the Hunt curve more used in Florida, and noted he could have used other methods to show a much higher rate of return. Commissioner Lyons pointed out that if the projected costs should not turn out as anticipated now, and this has to be recomputed, it may require another rate hearing. He did not see why we must go through all this now when we don't even know if they are going to expand. Chairman Scurlock agreed that to go through a whole involved process when the assumptions this is based on may be incorrect is very time consuming. He hoped this could be narrowed down, and noted that he had two issues he wished to discuss: (1) whether the impact fee is at the maximum justifiable level, and (2) the actual treatment of the contributions in aid of construction. Mr. Olstein reviewed Schedule 6 of his rate analysis, explaining in detail how he used Hunt Curves, the methodol- ogy preferred by the PSC, to arrive at a rate of return of 10.751%, which is a relatively low rate of return. He noted that Schedule 5 presents the computation of the rate base and explained that when completed, the new plant will be operating at 68% of capacity; so, utilizing the guidelines that it is essentially used and useful at 80% of capacity, 68% corresponds to 85%, and he, therefore, is identifying 15% as the net utility plant held for future use. Mr. Olstein stated that the Contributions in Aid of Construction .(CIRC) were calculated on estimated new customers for the year as projected by management, and in arriving at that specific number, they utilized a connection fee of $780.00. Mr. Olstein then reviewed Schedule 4 - Annual Depreciation, reporting that what they did was use a percentage provided 44 �j JAN 18 1984 BROK 5 949 J FF- r7 JAN 18-1994 BwK 5 Piiz by management that computed the cost for the four major components of the new plant. Intervener white wished to know what "Miscellaneous Plant" is, and Mr. Olstein stated that he would defer to the engineer. It is simply a variety of things they could not fit into any other category. Mr. Olstein then reviewed Schedule 1, the Revenue Requirement calculation, explaining that it is simply the sum of operating costs, the depreciation of the new plant, and the estimated depreciation on the old plant that will be in service when the new plant is built. It also includes depreciation on CIAC only for those portions that will still be in use. Chairman Scurlock commented that in Schedule 3 - General and Administrative Services salaries have been significantly reduced, the president's salary being $10,000 as opposed to $64,000 previously. Mr. Olstein pointed out that the previous number included other than just the president's salary. He stated that he did not take a detailed look at the previous costs, but he did not feel it is a secret that a lot of costs were mislabeled. Mr. Olstein then went into their rationale for the inclusion of depreciation on CIRC, citing Sarasota County vs. Tamaron Utilities. He explained that basically it is a fairly common practice in Florida for developers to turn over a utility to someone else to operate - as was the case here - and also you will find developers putting some money up front to assist in the building of the necessary _ infrastructure that is required to be able to build houses, and that also falls under the category CIRC. In addition the State of Florida is very specific that what they term an impact fee, which is a payment that is made solely for the right to join a system, is also considered to be a CIAC, and 45 they did treat impact fees as CIRC throughout the rate study. Mr. Olstein continued that there have been a number of court decisions re this and there are tax consequences. He pointed out that Sarasota is a non -Chapter 367 County, the same as Indian River County, i.e., a county that has elected to regulate the utilities in its county. In the case cited, the court determined in very similar circum- stances that it was improper to allow the regulatory body to completely eliminate the depreciation of CIAO in the rate- making process. In addition, the court determined that the entire section of the county ordinance which prohibited this was confiscatory and violative of the due process laws. Mr. Olstein contended that if the rates were calculated without the CIRC depreciation, Hutchinson Utilities would be operating at a loss. Therefore, this is a true cost - it is an erosion of a useful asset. In regard to the rate study itself, Mr. Olstein stressed that the County staff has reviewed it and concurred with the methodology with the one exception, and furthermore staff agreed with all of the costs with the exception of two items which are less than 3% of the total. They just thought those particular costs were high, not that they should not have been included. Mr. Olstein emphasized that he did everything possible to keep the proposed rates as low as possible, and he believed they are at the lowest end of the range of the zone of reasonableness. Mr. Olstein next discussed impact fees, how they were calculated, and the different methodologies that could be used. He explained that essentially the Dunedin Decision says you cannot charge more than the cost of capacity in an impact fee. The PSC uses a somewhat different methodology where basically they look at the entire assets attributable to give a new connection. Mr. Olstein reported that he utilized the Dunedin approach in calculating the impact 46 JAN 18 1984 999K 55 re,,dL 854 JAN 19 1984 BOOK fees, which given the numbers and the estimates they have, are as high as they can make them. Chairman Scurlock asked how much of the total cost of distribution and plant capacity is being recovered in impact fees vs. rate structure.. Mr. Olstein replied that he took the cost of the new plant and the number of dwelling units to be served by the new plant and calculated the cost of capacity per new unit, and that basically is the impact fee. Chairman Scurlock noted that, in other words, that is excess capacity above what would be required to serve the existing resident, and Mr. Olstein agreed. Utilities Director Pinto wished the Board to know that distribution is being contributed; so, in essence, you have an impact fee for distribution. Commissioner Lyons asked if the way Mr. Olstein figured the impact fee was to the advantage of the present user, and Mr. Olstein stated that it was as much as possible. Attorney Brandenburg informed the Board that he has looked at the cases the Petitioner has presented and has come to a contrary conclusion. He did not believe under that case law they are Constitutionally or any other way entitled to expense accumulated depreciation. This also seems to be the current position of the Public Service Commission according to letter written by them to Assistant Utilities Director Joseph Baird, as follows: 47 r r State of Florida P wry pe Commissioners: o GERALD L. (JERRY) GUNTER, CHAIRMAN JOSEPH P. CRESSE ` r SUSAN WAGNER LEISNER •'+ _JOHN R. MARKS, III a00�`1,11) KATIE NICHOLS Pub[M`6erbice January 12, 1984 Mr. Joseph Baird Assistant Utilities Director Indian River County P.O. Box 1750 Vero Beach, Florida 32960 DALE A. KNAPP, C.P.A. Director Water and Sewer Department (904) 488-8482 RE: INVESTOR UTILITY RATE REGULATION - DEPRECIATION OF CONTRIBUTED ASSETS Dear Mr. Baird: This is to confirm our telephone conversation wherein I stated the Florida Publiz Service Commission -does not allow the inclusion of depreciation on contributed assets as an operating expense for rate making purposes. This is specifically prohibited by statute 367.081, a copy of which is enclosed. The above statute has been in effect for some 3� years. Prior to that time, the Commission disallowed such depreciation expense as a matter of policy from mid -1978 up until the time of the effective date of the statute. Prior to their action in 1978, the Commission did as a matter of policy allow depreciation on contributed assets. Should you have any further questions, please feel free to contact me. Sincerely, /�_ 1/v L,- ' V Dale A. Knapp, .P.A. Director Water and Sewer Department Assistant Intervener Eben Cockley asked that a letter to Hutchinson Utilities, Inc., from Coopers & Lybrand signed by Myron Olstein and dated December 5, 1983, be entered as Intervener's Exhibit #7, attached to letter of Testone, Marshall & Discenza and accompanying Statement of Financial Position of Hutchinson Utilities, Inc., as of December 31, 1981, marked Intervener's Exhibit #8. 48 BacK 55 ��,c1-953,. JAN 1. R _19R BEAK 6L� Mr. Olstein confirmed that the letter in question (Intervener's Exhibit #7) was his cover letter to the rate study done for Hutchinson Utilities. Intervener Cockley cross examined Mr. Olstein in detail trying to establish that Mr. Olstein relied on figures supplied by management and the firm of Testone, Marshall & Discenza, which firm had stated that they could not express an opinion as to the veracity of these figures. Intervener Cockley noted that, in other words, Mr. Olstein did not make an independent rate study. Mr. Olstein felt you have to define what an independent rate study is. He noted that he has performed many rate studies and he never has come up with all these numbers by himself. He pointed out that he has identified where he got these numbers, and each number is discussed with the person providing it. The Board of County Commissioners thereupon recessed at 12:00 Noon for lunch and reconvened at 1:30 o'clock P.M. with the same members present, Commissioner Bowman being absent. Chairman Scurlock understood the position of the Intervener and the Petitioner in regard to wanting all the testimony written into the record, but requested that they move ahead as quickly as possible. Commissioner Lyons stated that he would like at the earliest possible moment to make a motion to cancel the public hearing. He felt he has heard enough testimony presented to indicate that we do not have sufficient information to set a rate. He stated that he also planned to move that the only promise we can make to Hutchinson Utilities is that as long as we are operating under a 49 franchise, we will carry out the terms of the franchise. felt anything else is redundant. Attorney Brandenburg believed the Commission should have Hutchinson Utilities present its full case and then make a determination. Intervener White again called William Duynslager of Greeley and Hansen, Engineers, who was sworn in by Court Reporter Zambataro. Intervener White asked that Mr. Duynslager supply information on what it would cost to improve the existing plant with filters and what it would cost to build a new plant with filters. He Mr. Duynslager reported that he evaluated the existing plant and in a report dated September 22, 1983 to Mr. White (Intervener's Exhibit #2), he outlined some construction costs built around the existing plant staying in service and expanding it by 100,000 gpd. Page 8 of that report shows a total project cost of $547,000. Intervener White noted that the report states that "Sufficient area exists at or adjacent to the existing plant site for the expansion." and asked Mr. Duynslager if that was his opinion. Mr. Duynslager confirmed that it was. Mr. Duynslager stated that he has continued to refine the numbers since the report was done, and there is a company in Miami that will build a complete package plant in place for $250,000 - that does not include filters or landscaping or roadways. He has a second quote from a company in Clearwater stating they will build a 250,000 gpd plant complete in place with filters for $302,000. He, therefore, believed a safe number to build everything required would be half a million. This is versus the $900,000 suggested earlier in the hearing. Mr. Duynslager commented that while the Board was supportive of using industrial revenue bonds, the cost of selling bonds on an 50 JAN 18 1984 600 55 rr,�Cc$55 BOOK .55 issue of half a million or less gets increasingly expensive, and it might be cheaper just to go to the bank and borrow the money. He further noted that since government grants seem to be slowly drying up, engineering firms are getting into the business called "privatization," i.e., they put together a package where a plant can be constructed and find people for whom it would be a tax advantage to make a contribution to the project. Intervener White asked what it would cost to install the filters and additional capacity in the existing plant. Mr. Duynslager stated that he had a cost estimate from Moroff Company to construct a 100,.000 gpd plant and then filter 250,000 gpd, excluding site work, landscaping, etc., for $197,000. He believed there is another $50-60,000 that would be involved for site work, Intervener White felt it has been established that there are other ways of financing this proposal and of building the plant. Mr. Duynslager noted that building a new plant really doesn't solve any problems since all you would do would be accommodate the growth that would occur within this existing franchise. He felt if the county were to pursue building the whole new plant, it would be to their advantage to build one to serve the region rather than having a multitude of plants. Chairman Scurlock stated that it has been the Commission's policy to consolidate these package systems. He further noted the possibility of annexation has arisen and asked if any cost estimating was done in terms of refurbishing the present plant and extending a line down to the lift station at Seagrove. The Chairman believed even without annexation there is a possibility of looking to the City for some capacity. 51 � � r Mr. Duynslager stated that -he did not look at that, but noted that you would expect to build pipelines for about $20-25 a foot. Intervener White noted that there has been some testimony stating that the existing 60,000 gpd plant will collapse shortly. He asked Mr. Duynslager for his opinion on this after inspecting the structure. Mr. Duynslager replied that the tank has deteriorated some, but it does not appear to be on the verge of collapse. He believed the existing plant is sufficient until a regional plant could be built. Attorney Micale wished to point out that his clients do not have the right to expand outside their franchise area. Commissioner Lyons noted that we keep talking about the alternatives of moving and not moving; there is an existing agreement between Hutchinson Utilities and The Moorings in this regard, and he wondered if this is really a matter for the Commission to become involved in. Attorney Brandenburg stated that this Board has no authority to require The Moorings to renegotiate that contract; so, we have to accept that as a "given" at this point. He believed they now are talking about the efficient economic management of the system which would result in lower rates, and that is the issue the Board should key in on. Intervener White informed the Board that he is building a record in this case because he is going to request that this franchise be rescinded based on the evidence from the prior hearing in July of 1981 and the lack of information supplied at that hearing. Intervener White continued that the Agreement between The Moorings and Hutchinson Utilities, which is in evidence here, provides that if the franchise were not granted to Hutchinson Utilities, The Moorings would use Hutchinson Utilities to operate the facility, and he 52 'JAN 18 1984 BOOK .5' 5 I JAN 18 1984 BOOK 55 PAgE 5 felt that is something that should be germane to what the Commission is thinking about. Commissioner Bird commented that he sees the Commission reaching a point where the Hutchinson Utility experts are going to tell us that they have the most cost effective way of handling the system, and Mr. White and his experts are going to give us some differing opinions. He finds himself caught in the middle and wished to know just what the Commission's legal, moral and ethical responsibility is. Attorney Brandenburg explained that the utility has the burden of showing and proving its rate increase, and then the interveners have the burden of showing the rate increase is not warranted. In this case, they are saying there is a more economical way of doing it, but they have not addressed whether the plant can stay where it is. Commissioner Bird continued to discuss the problem he has with listening and determining a reasonable rate of return, and Attorney Brandenburg noted that a contract has been presented that shows the plant has to be moved. The interveners have showed that if you kept it where it is, it might be a cost savings, but he did not believe they have showed anything to the effect that you don't, in fact, have to move that plant pursuant to that contract. Intervener White did not agree and felt they have shown that there was a failure to disclose material information. Attorney Micale believed the first thing the Board must decide is whether the proposed construction presented by Hutchinson Utilities is in the .public interest, and then if it is, the Board is charged with the responsibility to provide Hutchinson Utilities with the means to pursue its obligations under the franchise. Commissioner Lyons agreed that as long as Hutchinson Utilities remains a franchise operator, we have certain obligations under the franchise and felt the Commission will 53 simply follow those obligations, which should be enough insurance as far as their lenders are concerned. He did not see why we have to go out on a limb with some proposed rate. Attorney Micale then cross examined Mr. Duynslager as to his qualifications for designing a wastewater treatment plant and as to whether the plant he proposed would conform to County and DER requirements. Mr. Duynslager stated that the plant proposed would meet all county, state and federal requirements, and gave his background in detail, noting that he -has a civil engineering degree and has been responsible for building over 300 million dollars worth of wastewater plants although he has not actually signed the plans. Chairman Scurlock asked Mr. Duynslager if he felt the proposed plant could fit on the property and meet setback requirements at the present site. Mr. Duynslager stated that it has been his experience that the setback requirements are a requirement of the development and not necessarily the requirement of every individual ownership within that development. He noted that if you have a condo complex, one doesn't have side yards from another. In addition, you will find package treatment plants in many condo projects on their properties, and the plant itself was generally considered part of the development and not a separate entity. He, therefore, did believe the plants would comply with any setbacks. Intervener White asked Mr. Duynslager what are normal rates for a wastewater plant to charge its users. Attorney Micale stated that he would have to object because rates differ as to geographical areas and different types of operations. Intervener White believed the point is that the rates proposed are far in excess of anything this state has experienced so far. 54 JAN 18 1984 BOOK 55 mrL--859 r 61K 55 P ,aL 810 Attorney Micale stated that is irrelevant, and Intervener White noted that it is not irrelevant to them. Intervener White then questioned Mr. Aiello regarding the rates prior to the franchise, and Mr. Aiello was not certain but felt they may have been somewhere around a $7.75 base figure. Intervener White stated that the rate for a two bathroom, kitchen, laundry unit was $13.50 at that time. Attorney Micale objected to that line of questioning and quoted from the franchise: "The County expressly agrees that the rates are what is necessary for them to earn a fair rate of return." Intervener White believed this record has to show what the rates were at the time the franchise came into existence. Chairman Scurlock explained that why the original franchise rates were established was because The Moorings apparently was subsidizing the system. Since The Moorings were the developers, it was difficult to ascertain just how much they were carrying as applied to the utility. Mr. Aiello commented that at the time they were talking about acquiring the franchise, they had not anticipated any rate increase whatsoever, and it was at Mr. Scurlock's insistence as an advisor to the Board that the rate was increased to make sure the operation was profitable. The Board did, in fact, grant their present rate and said it is a minimum they must charge. Commissioner Wodtke stated that he has sat through many rate cases, but he has never sat here trying to conduct a court hearing. He would like to stick to what was advertised and to allow the utility company to make a presentation and would hope that we don't get involved with a lot of irrelevant facts that do not address a rate hearing. 55 I Chairman Scurlock noted that he has been trying to take some guidance from Attorney Brandenburg and ask him whether he is allowing enough testimony or too much. He did believe the.Commission is ready to hear the Hutchinson Utilities side and make a determination although he realized that Intervener White wishes to read all this into the record. Mr. Aiello emphasized that eight months ago he supplied everything the Property Owners Association had asked for re expenses they questioned, as well as everything the County asked for. He continued that he made several attempts to have Mr. White contact him so that he could sit with his group. Mr. White would not do so until he felt he was ready. Mr. Aiello did not feel today is the day to do that and pointed out that they have been here since 9:00 A.M. and they still aren't even 50o through their presentation nor been allowed to do so and that is all he is asking. Intervener White wished the record to show that he has met with Mr. Aiello on two occasions. Chairman Scurlock asked the County Attorney how much testimony he should continue to allow. Attorney Brandenburg noted that the issue in front of the Commission now is the rate increase that was advertised. Earlier the Board dealt with the current rate structure and indicated the current rates would be interim rates from this day forward, agreed that a study would be made and then a hearing held with regard to those rates. Therefore, all issues relating to the current rate structure are really irrelevant at this point and discussion now should be limited to the proposed rate structure. Intervener White wanted an exception noted on the record that his question was denied. Attorney Micale called John Testone, CPA, who was sworn in by Court Reporter Zambataro. JAN 18 1984 L- BOOK 55 rAV 101 JAN 18 1984 *K 55 PAS 862 Mr. Testone gave a brief resume of his education, stating that he is a CPA licensed by the State of New York and has been in practice 18 years, during a portion of which time he worked with Price Waterhouse. Attorney Micale presented Mr. Testone with Intervener's Exhibit #8, letter from Testone, Marshall & Discenza in regard to their review of the accompanying Statement of Financial Position of Hutchinson Utilities, Inc., as of December 31, 1981, and asked Mr. Testone why he disclaimed a financial statement regarding 1981. Mr. Testone stated that basically their report followed their engagement to prepare a report under what is known as a review, which is a non -audited statement. The Exhibit referred to is their report under that scope of service. Chairman Scurlock noted that they are not testifying to the actual veracity of the figures. Mr. Testone explained that they took management figures and put them into proper form for a presentation. A review does involve some analytical procedures, but does not involve confirming accounts; it is not an audit. If they become aware under the scope of this engagement of any material departures from any generally accepted accounting principles, it is their obligation to report such disclosure. Attorney Micale then showed Mr. Testone Intervener's Exhibit #1, a copy of the financial statement of Hutchinson Utilities for the year ended December 31, 1982, and cover letter of Testone, Marshall & Dicenza giving their report on the financial statement. He asked Mr. Testone whether they express an opinion in that report and whether it is an unqualified opinion and also requested that he clarify their statement re generally accepted accounting principles. Mr. Testone explained the scope of their examination and reiterated that they would be obligated to explain any 57 I C- material departure from generally accepted accounting principles. Attorney Micale asked that Mr. Testone.explain their ,,assignment to the rate study. Mr. Testone informed him that it was decided by their client and the Utility Director that an independent consultant should be hired. They, in fact, did play some part in the selection process by interviewing a utility rate expert from Price Waterhouse and also Mr. Olstein who was with Cooper & Lybrand at the time. Their role in the rate study was to assist in the preparation of calculations and review certain data for submission to Mr. Olstein for his review. Attorney Micale then brought up Petitioner's Exhibit B, the rate analysis submitted by Mr. Olstein, and noted that in this Exhibit, Mr. Olstein presents cost of services which he stated were obtained from management and from Testone, Marshall & Discenza. He asked that Mr. Testone explain the source of those amounts appearing on Schedules 2 and 3 of this Exhibit and how they were computed. Mr. Testone reported that Schedule 2 is a list of projected operating expenses and all of these were developed by management - their best judgment as to what they expect these expenses would be for 1984. Mr. Testone stated that his firm reviewed these figures for what they considered to be reasonableness and submitted them to Mr. Olstein. They did the same with Schedule 3 - General and Administrative Expenses. It was felt that $10,000 was what could reason- ably be included as salary - the previous $63,000 was for two or three officers. Attorney Micale asked if Mr. Testone would characterize the cost of services presented on Schedules 2 and 3 as constructed costs, and Mr. Testone confirmed that he would M JAN 18 1984 Now 55 onE863 JAN 1 .1984 gal C, 8 and stated they did refer to them as estimated or projected costs. Attorney Micale asked if Mr. Testone found something wrong with testimony given by the engineering witness presented by the Intervener re a balance sheet and income statement items. Mr. Testone noted that in the Hansen & Greeley report there was mention made about tax basis of accounting. There definitely is such a thing as tax basis of accounting, and it would be the obligation of the representing accountant to identify that basis. He pointed out that he mentioned earlier the basis that Hutchinson Utilities reports on and that they examined in 1982 was in accordance with generally accepted accounting principles, not regulatory or rate making purposes. So, tax basis was, in fact, incorrect. Also, there was mention made of insurance expense as a balance sheet expense. There is no such thing as a balance sheet expense; expenses are elements of an income statement. Intervener White noted that Mr. Testone said the figures in Schedule 2 were developed by management and reviewed by his firm for reasonableness. He then compared them to the 1982 figures for operations and maintenance. Mr. Testone believed that Mr. Olstein touched on that, noting that the breakdown of expenses on 1982 did not really fall under 0 & M and G & A; some items were included in the general & administrative category that should have been in operations and maintenance. This was not prepared for rate making purposes. Intervener White believed that Mr. Testone is not licensed as a CPA in Florida, and Mr. Testone stated that he is licensed in New York and has applied for a temporary permit for Florida which he has not yet received. Attorney Micale next called Louis Mendez, professional engineer, who was sworn in by Court Reporter Zambataro. 59 Mr. Mendez, president of LAM Engineering, Inc., Coconut Grove, informed the Board that he is a registered engineer in the State of Florida and qualified as an expert witness on water and wastewater. He gave his qualifications in detail. Mr. Mendez then went to charts that were displayed showing the location of the present plant, and described it as consisting of one 100,000 gpd and one 60,000 gpd stabilization plant which work together with the treated effluents combined and pumped into a 330,000 gallon reservoir from which it is further treated by means of spray irrigation utilizing 40 acres of a 70 acre golf course. Mr. Mendez stressed that the problem of utilizing the existing site is aggravated by the fact that the DER revised Chapter 17-6 in 1982. The major changes since the plant was originally permitted were that effluent could not contain over 5 milligrams per liter of suspended solids, and, as a result, a minimum of 3 days storage would be required unless alternative methods of effluent disposal were available. In order to comply with the new regulations, it would require a plant to be 97.5% efficient. The 100,000 gpd plant requires refurbishing, and the 60,000 gpd plant would require a major overhaul or replacement. Mr. Mendez stated that taking into consideration the poor condition of the existing equipment; the fact that additional treatment would be required even without considering future customers; and that this could better be accomplished elsewhere; also that the existing site would not pass the County requirements on setbacks, landscaping, on site drainage retention, etc.; the fact that no addi- tional land was immediately available in the immediate area; and finally, the fact that the site did not belong to Hutchinson Utilities in the first place, his firm, after evaluating several alternatives, recommended that,the present site be abandoned and a site on the northeast corner 60 JAN 18 194 BOOK 57 5 PACE 805 JAN 18 1984 9Wx 55 PAA 8 6 of The Moorings be utilized. He was then engaged to prepare drawings and specifications for the proposed plant. Mr. Mendez displayed a chart of a basic plant and explained that a standard plant cannot always be dewatered. You could get a cheaper plant, but if you have to dewater one of the units, you have to put the whole plant out of service. He then displayed a chart of the site plan and described tertiary filters which,provide a highly polished effluent. He explained that when there is a plant upset and the conventional filters cannot handle it, it goes to these backup filters and the plant can still deliver a highly polished effluent. Mr. Mendez next described the chlorination process and noted that the sludge will be removed from the plant by truck. Chairman Scurlock requested that the technicalities be limited and that Mr. Mendez just tell us whether this is the most cost efficient operation. Mr. Mendez further explained the operation and stated that his opinion is that it is impossible to bring the existing plant into compliance to meet the DER regulations and still comply with the strict requirements of the planning and zoning requirements at the old site. He described what they are doing on the proposed site which he did not believe could be done on the existing site. He then explained.in detail how he arrived at his figures for the proposed plant, noting that the low bid for the 250,000 gpd plant as designed was a lump sum of $698,000. This was based on actual working drawings. In order to comply with zoning requirements, Mr. Mendez reported that he has made some changes and eliminated some items which reduced the bid $33,800, down to $652,070. Sixty percent, which is the figure in the Greeley & Hansen Report for the portion of the new plant that would apply to the new customers, would be $391,240, which is very close to the estimate of $400,000 to 61 recondition the plant on that site, if it were possible to do so. Mr. Mendez noted that neither of these estimates include the irrigation pumphouse, off site parking, contingencies, cost of financing, and other things that would apply to both plants. Neither has anything been qualified as to the advantages of operating one plant over three plants. Mr. Mendez continued to review costs of the proposed plant, adding to the bid price of the costs for a 25 h.p. bore, an irrigation pumphouse, lift station modifications, etc., which came up to a total cost of $900,000. Mr. Mendez emphasized that this plant will meet DER requirements and meet the needs of The Moorings in an environmentally sound and fiscally responsible manner. Commissioner Lyons wished to know if the existing plant is designed so it can be repaired without shutting down, and Mr. Mendez noted that the only advantage of having two plants is that you can divert flows so even if you are running more than design flow through a plant, you can still treat it. Commissioner Bird stated that he is confused because one very reputable engineer states that it is possible to modify the plant on site and meet all requirements and another reputable engineer has just stated the opposite. He asked Utilities Director Pinto for his opinion as to whether the existing plant can be remodeled and meet state and federal requirements. Mr. Pinto did not believe there is any question that the plant can be renovated; it is a question of cost which he is not in any position to estimate. He emphasized, however, that you have to consider the full scenario, i.e., whether the property is available and whether the renovation could be accomplished under its present zoning requirements, 62 JAN 18 1984 BOCK r,c OVA 55 rmf 868 setbacks, etc., Mr. Pinto could not speak for Planning & Zoning, but felt they would have to have some kind of variance. Chairman Scurlock again noted that apparently .there has been no discussion with The Moorings as to using the present site for a continuing time. Mr. Aiello stated that he has suggested that, but not formally requested it because they do not believe the site is adequate. He did not believe The Moorings wants to destroy any of their buildings to provide more room and noted that even the pond area wasn't sufficient. Intervener White believed there is a possibility there could be relief from the setback requirements if adjoining property owners were to waive any claims they might have re infringement on their rights, and Mr. Mendez stated that he would agree with that statement. Intervener White asked if a backup filter is required by the DER. Mr. Mendez stated that it is not; it is a plus; you only need one when you have a breakdown. Intervener White noted that material would be moved by pipe back to the polishing pond and asked when it no longer goes back, if it will go from the lake right onto the golf course. Mr. Mendez stated that would be a temporary measure until a new irrigation pumphouse is built near the lake. It would then become part of the golf course irrigation system. Intervener White inquired about the statement re using "40 acres" of the golf course, and Mr. Mendez believed the irrigation system is limited to the fairways and greens. Intervener White noted that Mr. Mendez talked about a bid of $752,000 and 600, which was $340,000, which he presumed is what Mr. Mendez is saying would be the basic plant needed for existing customers. He wished to know'if $340,000 was what the present property owners would pay. 63 77 Mr. Mendez did not consider that an engineering question. Attorney Micale announced that concludes the presentation for Hutchinson Utilities. He then stated that he would like to go back to Phase I that was presented this morning and clarify that there is no legal basis for any retroactive adjustment of rates which have been previously put in place and approved by this Board; any adjustment would have to be an adjustment from today on. He noted that this Board would be powerless to make a retroactive adjustment increasing rates to present customers and conversely, it would work the other way also. Intervener White wished to submit for the record Intervener's Exhibit #9 - a copy of the Minutes of the hearing in August of 1981 where the franchise was transferred to Hutchinson Utilities. He noted that a tape of this meeting is also available. He stated that this will show that at the time the franchise was granted and the rate increase, there was not proper information to grant the rate increase that was given. Attorney Micale believed he presented an objection earlier and noted that if there are any misgivings as to the franchise and the rates in it, he believed that rests with the Board. Intervener White offered as Intervener's Exhibit #10 a document showing that the Public Service Commission of the State of Florida has taken a position in regard to contribu- tions in aid of construction. Intervener White then wished to call to the attention of the members of the Commission the historical rate situation encountered in The Moorings. In 1981 a two bathroom, kitchen, laundry unit was paying $13.50. 64 • 11,169 DICK �� FACE 6 J I JAN 19 1984 K R 55 pw-87 Attorney Micale once again objected and stated he did not know what the relevancy is of any historical rates. He noted you could go back to 1925. Commissioner Lyons felt we covered this part of the case this morning and we are on another phase now. Intervener White stated that what the rates were is a part of the public record. He wished to introduce into the record a copy of the complaint filed by the DER in 1981 as Intervener's Exhibit 11. Chairman Scurlock believed that already is in the record as a part of the Board's backup material. Intervener White wished to sum up his presentation. He noted that when this franchise was granted, there were two serious problems: they were going to complete a basic unit by the fall of 1981 which included buying a 100,000 gpd plant in Jacksonville for $100,000, and there was no disclosure to the Commission of the fact that they were going to have to get out of the property in The Moorings. On that basis, Intervener White stated that he is seeking a recision of the franchise, and if this is not granted, it is his intention to make an appeal. He continued that he is not sure the Commission wants to make such a decision at this point since there is a study of.the possibility of annexation into the City and he would hope the Commission would not take action while this is taking place. Inter- vener White further requested that the Board give him about two weeks to prepare a brief summing up their position in this case, which he would file with the Commission. Attorney Micale wished to respond with respect to the request for recision of the franchise based on a techni- cality that he did not know whether or not actually occurred and also based on the fact that his client does not own the land. He noted there are many utilities in surrounding. areas where a plant is situated on leased property. With 65 respect to filing briefs, Attorney Micale stated that he likewise wished to have the opportunity to file a brief following receipt of the record. The Chairman asked if any member of the public wished to be heard. Arthur Broadhurst, Business Manager for St. Edward's School, came before the Board to make a brief statement. He noted that St. Edward's happens to have the unique position of being the only non -Moorings customer, -of Hutchinson Utilities. Unfortunately the rate structure, as it applies to St. Edward's is exorbitant and excessive. This is due to the fact that there is no rate category for schools and, therefore, St. Edward's was listed as a commercial enter- prise. Mr. Broadhurst continued that he has discussed this with Hutchinson Utilities, and Mr. Aiello agreed it was a matter that should be reviewed and discussed. The school is asking that a rate classification be found for schools and churches that differs substantially from commercial, and requests that this be referred to staff for study. In regard to any problem with setbacks, Mr. Broadhurst stated that their counsel did suggest that issue might arise and indicated it would be discussable. Director Pinto believed that when the Commission reaches a final order, we can incorporate what Mr. Broadhurst is requesting. Vic Lunka, Mooringline Drive, developer of Harborside Condominium complex, stated that they support the presentation made by The Moorings Property Owners Association. He continued that if the rate requested by Hutchinson Utilities or the new plant had been adopted tonight, they at Harborside would probably ask to get out of The Moorings sewer franchise district. Mr. Lunka pointed out that their complex could put in a 12,500 gpd plant for about $30,000, and the cost to operate it would be offset by 66 JAN 18 1984"' 55 PAGE 871 j the irrigation effluent. 960K 55 ms,, 872 If the rate proposed were adopted, their complex would be paying about $60,000 a year. Although he felt Hutchinson Utilities has done a fine job, Mr. Lunka did not agree with their contention that the rates paid previously or paid elsewhere are irrelevant. He felt the people had already paid for this service in their property costs and then they got charged additional for connection charges. Now they want a third addition. Mr. Lunka felt we must be careful in the future and look at other options. The Chairman determined that no one else wished to be heard. ON MOTION by Commissioner Bird, SECONDED by Commissioner Lyons, the Board unanimously (4-0) closed the public hearing. Commissioner Bird stated that he felt that he needs time to digest what has been presented and more legal coaching. Attorney Brandenburg noted that both the parties want the opportunity to submit briefs. He suggested the Board should close the hearing today, take the matter under advisement, and give one party time to submit a brief and the other party time to submit a response. Considerable discussion followed as to the time periods to be allowed for all concerned - the attorneys, staff, etc. It was generally agreed that a ninety day period, allowing 30 days each for submission, response and staff analysis, would be sufficient. Commissioner Bird felt if there were some way these two entities could get together and somehow agree on what is the most cost effective facility and come to an agreement as to what it would be and what it would cost, then determining a 67 proper rate structure would be much easier. Listening to two -experts give 1800 opinions makes it very difficult. Chairman Scurlock pointed out that the Commission chose to retain the decision-making process rather than convey this over to the Public Service Commission because of what it would cost a small utility to go through the process to get a rate increase approved. He did agree that it is very difficult for a lay Commission to address all these accounting and technical questions. Commissioner Wodtke noted that Mid Florida Utilities did appeal to the Circuit Court, and in their defense, they substantiated it cost them $42,000 to bring their case to the Commission. He also felt if some compromise could be reached, it would benefit all as hopefully we are all trying to reach the same position. Commissioner Wodtke stated that he was going to have to lean very heavily on our staff to help reach a decision. Attorney Micale and Mr. Aiello agreed they will try to pursue this, but noted that they have already formally submitted plans and working drawings of a proposed plant. They would like to have the Property Owners Association submit the same instead of just saying they can make it work on the present site. Mr. Aiello emphasized he has no problem with trying to work this out, but they need something tangible to work with. Intervener White noted that their Property Owners Association has a budget for the year of about $35,000 and they had to scrimp to hire the experts which they have. To come in with an alternate set of plans would be very difficult. Chairman Scurlock believed it is up to the Commission to analyze and evaluate and make a decision. JAN 18 1984 ow 55 P111u 8' JAN 18 1994 60K 55 pnc 874 Commissioner Bird stated that he is not looking for the Property Owners Association to supply actual drawings, but felt perhaps their experts could give them some ideas. ON MOTION by Commissioner Wodtke, SECONDED by Commissioner Lyons, the Board unanimously (4-0) set a 90 day period to allow the attorneys to file their briefs and the Board to issue the final order. PUBLIC HEARING - REZONING C -1A to C-1 (NU -WEST FLORIDA) The hour of 1:30 o'clock P.M. having passed, the Deputy Clerk read the following Notice with Proof of Publication attached, to -wit: VERO BEACH PRESS -JOURNAL Published Daily Vero Beach, Indian River County, Florida COUNTY OF INDIAN RIVER: STATE OF FLORIDA Before the undersigned authority personally appeared J. J. Schumann, Jr. who on oath says that he is Business Manager of the Vero Beach Press -Journal, a daily newspaper published at Vero Beach in Indian River County, Florida; that the attached copy of advertisement, being 1 a in the matter of - 13 in the p Court, was pub- lished in said newspaper in the issues of "Affiant further says that the said Vero Beach Press -Journal is a newspaper published at Vero Beach, in said Indian River County, Florida, and that the said newspaper has heretofore been continuously published in said Indian River County, Florida, each daily and has been entered as second class mail matter at the post office in Vero Beach, in said Indian River Coun- ty, Florida, for a period of one 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. Sworn to and subscribed before me thi I f day of Q_.�A. D. 19 iff Z: — A ^ A t� (Clerk of the Circuit (SEAL) Manager) River County, Florida) 69 NOTICE — PUBLIC HEARING Notice of hearing to consider the adoption of a County ordinance rezoning land from: C-1 A, "Restricted Commercial District' to C-1, "Commercial District" The sub- ject property presently owned by Nu - West Florida, Inc., is located at the north east comer of U.S.Highway #t and Oslo Road. 1 The subject property is described as: A portion of the Southwest 'A of Section 19,Townshhp 33 South, Range 40 East, Indian River County, Florida, dying east - I erly of the easterly right-of-way of U.S. Highway No. 1, being more particularly described as follows: Commencing et.a polnt bf intersectionof the Srouuth line of the Paul Goodridge rd Book (O.R.D) describedas 4, Page 383, Public Records of Indian River County, Florida, with the new East rioht-of-way of U.S. Highway No. 1; thence South 12° 05'58" East (assumed datum) along said right- of-way 302.35 feet to the Point of Begin- ning, thence continue South 12° 05' 58"• East along said right-of-way 319.73 feet; i thence North 77° .54' 02" East 183.80 feet; thence North 12° 05'W" West par- atlal to said right-of-way 280.26 feet; " thence North 89° 57' 40" West 187.69 feet to the Point of Beginning. Contain- ing 1.26 acres more or less. Together with: the following described parcel: Commencing at a point of Intersection of the South tine of the Paul Goodridge property as described In Official Record Book 24, Page 363, Public Records of In.. than River County, Florida, with the new East right-of-way- of U.S. Highway No. 1;' thence South 12° 05' S8" East (assumed datum) along said right-of-way, 72 08 fast to the Point of Beginning; thegrs ' continue South 12° 05' S6" East along said right-of-way 600.76 feet to the - line of the property conveyed to Waldo E. Sexton and ElsebethM. Sexton by Oslo Hammock Corporation on may 2, .1952, and described in Deed Book 67: Page 93, Public Records of Indian Rijver:: County, Florida; thence North 68' 48'" . 02" East (North 68° 46' 00" East DeedY.`, along said line 185.83 feet; thence North 12° 05.68" West parallel to said dght-of a.; , way 671.37 feet; thence South 77° 54' 02" West 183.50 feet to the Point Oil - Beginning. Containing 2.47 acres more or less. An subject to easements, raetricdons, reservations or rights -d -way of record. i Total parcels contain 3.73 acres more or less. A public heating at which parties In Interest and citizens shall have an opportunity to be (heard, will be held by the Board of County Com- ; missionere of Indian River County, Florida, In the County Commission Chambers of the County Administration Building, located at 1840 25th Street, Vero Beach: Florida, on Wednesday, January 18, 1984, at 1:30 R.M. If any person decides to appeal any decision made on the above math, he/she will creed a record of the proceedings, and for such pur-• poses, he/she may need to ensure that a verba- tim record of the proceedings Is made, which In - dudes testimony and evidence upon which the appeal is based. Indian • Board of rr8setonere By: 8-Ri Chairman Dec. 30. 1983: Jan. 11. 1984, Planner Shearer made the staff presentation and reviewed the following memo: TO: The Honorable Members DATE: December 9, 1983 FILE: of the Board of County Commissioners DIVISION HEAD CONCURRENCE: NU -WEST FLORIDA, INC., REQUEST TO REZONE 3.73 SUBJECT: ACRES FROM C -1A, RESTRIC- TED COMMERCIAL DISTRICT,_ TO C-1, COMMERCIAL DIS - Robert M. Keat ngAICP TRICT Planning & Development Director R5 FROM: Richard Shearer, AICP REFERENCES: Nu -west FL Principal Planner DIS:RICH It is requested that the data herein presented by given formal consideration by the Board of County Commissioners at their regular meeting of January 18, 1984. DESCRIPTION AND CONDITIONS The applicant, Leland Starkey, an agent for the owner, Nu -West Florida, Inc., is requesting to rezone approximately 3.73 acres located north of Oslo Road and on the east side of U.S. Highway 1 from C-lA, Restricted Commercial District, to C-1, Commercial District. The applicant's clients own additional land in this area and plan to construct a 170,000 square foot shopping center at the northeast corner of the Oslo Road/U.S. Highway 1 intersection. On December 8, 1983, the Planning and Zoning Commission voted 5 -to -0 to recommend approval of this request. ALTERNATIVES AND ANALYSIS In this section, an analysis of the existing land use pattern will be presented as well as a discussion of the future land use as established in the Land Use Element of the Comprehensive Plan. Existing Land Use Pattern The subject property is currently vacant. Between the two parcels which make up the subject property is the Florigold - Sealed Sweet sales office. Immediately north of the subject property is the Driftwood Fruit Company fruit stand. All of the above land is zoned C -1A. Farther north is a vacant parcel of land zoned C-1 with Vista Royale north of the vacant parcel. West of the subject property, across U.S. Highway 1, is the Oslo Citrus Growers Association packing house. South of the packing house is vacant land to Oslo Road. South of Oslo Road is the PVC Furniture Center and a flea market. South of the subject property is vacant land, also owned by Nu -West Florida, which is zoned C-1 and runs south to Oslo Road. South of Oslo Road is Mecca Convalescent Home, a surplus outlet store, and a mobile home park. East of the subject property is vacant land and the University of Florida Entomology Laboratory. 70 5 r ,Ec JAN 1.8 1984 BOOK 5 JAS! 18 1994 9 55 P c 87 Future Land Use Pattern The Comprehensive Plan designates the land north of Oslo Road and east of U.S. 1 as MD -2, Medium -Density Residential (up to 10 units/acre). However, the Plan also designates an eighty - acre commercial node at the intersection of U.S. 1 and Oslo Road. The subject property and the lands immediately north, south, and east of it can be included in this node. West of the subject property is the U.S. Highway 1 Mixed -Use District corridor. South of the subject property, across Oslo Road, the land is designated as LD -2, Low -Density Residential 2 (up to 6 units/acre). Based on the existing land use pattern in this area and the commercial land use designation for the Oslo Road and U.S. 1 intersection, the C-1 zoning district appears to be the most appropriate zoning for the subject property. Roads/Traffic The subject property has direct access to U.S. Highway #1 (classified as an arterial street on the Thoroughfare Plan). Commercial development of the subject property would attract 4,053 average daily trips (ADT) to this site. However, the subject property is part of a larger tract of land which is proposed for development as a 170,000 square foot shopping center. This type of shopping center can be expected to attract 8,500 ADTs. This additional traffic (added to the existing 20,000 ADT on -U.S. 1) would increase the traffic on U.S. 1 to the upper limit of level -of -service "C". Traffic signalization at Oslo Road and U.S. 1 will be necessary to handle this additional traffic. The developer should contribute to the cost of this signalization. Environment The subject property is not designated as environmentally sensitive nor is it in a flood -prone area. UtiIit-imc County water is available for the subject property, but County wastewater facilities are not available. RECOMMENDATION Based on the above analysis, particularly the existing land use pattern, and the Planning and Zoning Commission's recommenda- tion, staff recommends approval. Planner Shearer stated that the only problem staff saw was there would be two small parcels contiguous that would remain in C-lA. However, at the Planning & Zoning meeting of December 8, 1983, the Planning & Zoning Commission instructed staff to bring those to C-1; so, they would all be C-1. The four parcels now are C-lA. Both staff and the Planning & Zoning Commission recommend approval of the rezoning. Commissioner Bird inquired why C-1 rather than C-lA, and Mr. Shearer stated that C -1A does not necessarily cover 71 I 0 r all the activities you might find in a major shopping center. C-1 allows a broader variety of permitted uses. Commissioner Wodtke asked if the owners of the other parcels are in favor of this, and Mr. Shearer confirmed they are. The Chairman asked if anyone present wished to be heard. Harold Putnam, member of the Florida Bar and Director of Vista Royale, came before the Board. He noted that three fellow Directors are also present, and they represent 1,500 property owners who live north of the subject property. They are about 500' away so it was not required that they be notified. Mr. Putnam expressed concern about the land owned by Nu -West located east of Vista Royale and noted the residents of Vista Royale are very much concerned with future relations with this particular owner. He felt the County should be also because the County owns a sewage plant back there. Mr. Putnam believed this property was previously owned by Oslo Square Associates, although he could never determine who they were, but he did know they were delinquent on their 1981 and 1982 back taxes and also never answered their mail. He was delighted that Nu -West answers their mail, but noted that their letter stated that only about 90 acres of their property are classified as wetlands and 60 acres are developable. Mr. Putnam stated that he would like to ascertain the intentions of this owner as to the future for the wetlands. Mr. Starkey commented that he was not sure who Oslo Square Associates are himself but believed they predate the involvement of Nu -West. He explained that he is here representing Commercial Center Developers, who are contract purchasers of the commercial property from Nu -West. Mr. Starkey explained the research they did on the other property, noting that they met with the Audubon Society, the 72 7 JAN 18 1994 $? II rr- JAN 18 1994 690K 55 P� :E 'I 878 . DER, etc., and stated the only reason that nothing has progressed further is that Nu -West is on a hold with all of their development. Chairman Scurlock commented that all he knows about Oslo Square Associates is that they took down one of the nicest oak trees in the county. The Chairman asked if anyone further wished to be heard. There were none. ON MOTION by Commissioner Wodtke, SECONDED by Commissioner Bird, the Board unanimously (4-0) closed the public hearing. MOTION WAS MADE by Commissioner Wodtke, SECONDED by Commissioner Bird, to adopt Ordinance 84-1, granting the rezoning to C-1 of the property advertised as requested by Nu -West Florida, Inc. Commissioner Wodtke pointed out that the difference between C-1 and C-lA is very minor, and Commissioner Lyons stated that he was glad to hear that Nu -West did some study of the wetlands. Commissioner Bird wished to convey to Nu -West that we have environmental concerns and would encourage them to work closely with the Commission and the residents of the area on any future development plans. THE CHAIRMAN CALLED FOR THE QUESTION. It was voted on and carried unanimously 73 ORDINANCE NO. 84-1 WHEREAS, the Board of County Commissioners of Indian River County, Florida, did publish and send,its Notice of Intent to rezone the hereinafter described property and pursuant thereto held a public hearing in relation thereto, at which parties in interest and citizens were heard; NOW, THEREFORE, BE IT ORDAINED by the Board of County Commissioners of Indian River County, Florida, that the Zoning Ordinance of Indian River County, Florida, and the accompanying Zoning Map, be amended as follows: 1. That the Zoning Map be changed in order that the following described property situated in Indian River County, Florida, to -wit: A portion of the Southwest quarter of Section 19, Township 33 South, Range 40 East, Indian River County, Florida, lying easterly of the easterly right-of-way line of U.S. Highway No. 1 being more particularly described as follows: Commencing at a point of intersection of the South line of the Paul Goodridge property as described in Official Record Book (O.R.D.) 24, Page 363, Public Records of Indian River County, Florida, with the new East right-of- way of U.S. Highway No. 1; thence South 12°05158" East (assumed datum) along said right-of-way 302.35 feet to the Point of Beginning, thence continue South 12005158" East along said right-of-way 319.73 feet; thence North 77°54102" East 183.50 feet; thence North 12005158" West parallel to said right-of-way 280.26 feet; thence North 89°57140" West 187.69 feet to the Point of Beginning. Containing 1.26 acres more or less. Together with: the following described parcel: Commencing at a point of intersection of the South line of the Paul Goodridge property as described in Official Record Book 24, Page 363 Public Records of Indian River County, Florida with the new East right-of-way of U.S. Highway No. 1; thence South 12105158" East (assumed datum) along said right-of-way 722.08 feet to the Point of Beginning; thence continue South 12°05158" East along said right-of-way 600.76 feet to the South line of the property conveyed to Waldo E. Sexton and Elsebeth M. Sexton by Oslo Hammock Corporation on May 2, 1952 and described in Deed Book 67, Page 93, Public Records of Indian River County, Florida; thence North 68°48102" East (North 68046'00"- East Deed) along said line 185.83 feet; thence North 12005158" West parallel to said right-of-way 571.37 feet; thence South 77°54102" West 183.50 feet to the Point of Begin- ning. Containing 2.47 acres more or less. Be changed from C-lA Restricted Commercial District to C-1, Commercial District. 74 JAN 18 1984 698K 55 P,qU 879 I WX 55 All with the meaning and intent and as set forth and described in said Zoning Regulations. Approved and adopted by the Board of County Commissioners of Indian River County, Florida on this 18 day of January , 1984. BOARD OF COUNTY COMMISSIONERS OF INDIAN RIVER COUNTY le BY DON C. SCURL CK, Jr. Chairman CLOSING OF 4TH PLACE - FEC R/R CROSSING The hour of 1:30 o'clock P.M. having passed, the Deputy Clerk read the following Notice with Proof of Publication attached, to -wit: 1 VERO BEACH PRESS -JOURNAL Published Daily Vero Beach, Indian River County, Florida COUNTY OF INDIAN RIVER: STATE OF FLORIDA Before the undersigned authority personally appeared J. J. Schumann, Jr. who on oath says that he is Business Manager of the Vero Beach Press -Journal, a daily newspaper published at Vero Beach in Indian River County, Florida: that the attached copy of advertisement, being a c�iri,nvr.c� �v in the matter of % ✓�' in the Court, was pub- lished in said newspaper in the issues of Affiant further says that the said Vero Beach Press -Journal is a newspaper published at Vero Beach, in said Indian River County, Florida, and that the said newspaper has heretofore been continuously published in said Indian River County, Florida, each daily and has been entered as second class mail matter at the post office in Vero Beach, in said Indian River Coun- ty, Florida, for a period of one year next preceding the first publication of the attached copy of advertisement; and aftiant 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. Sworn to and subscribed beWre meJ,jlisl" � day of A.D. 19 (Clerk of the Circuit Cburt, I (SEAL) (6siness Manager) 14 River County, Morioa) 75 / NOTICE OF PUBLIC NEARIl+it3 NOTICE OF HEARING TO CONSIDER A I PETITION FOR THE CLOSING OF THE 4TH PLACE FLORIDA EAST COAST RAILWAY COMPANY CROSSING. A public hearing at which parties in interest and citizens shalt have an opportunity to be . heard, will be held by the Board of County Commissioners of Indian River County, Flor- ida, In the County Commission Chambers of j the County Administration Building, located at 1840 25th Street, Vero Beach, Florida, on Wednesday, January 18, 1984, at 1:30 P.M. If any person decides to appeal any deci- sion made on the above matter, he will need a record of the proceedings, and for such pur- poses, he may need to ensure that a verbatim record of the proceedings is made, which in- cludes testimony and evidence upon which the appeal is based. Indian River County Board of County Commissioners By:s-Richard N. Bird Chairman Dec. 3o, 1983. Staff memo and recommendation is as follows: TO: The Honorable Members DATE: January 9, 1984 FILE: of the Board of County Commissioners DIVISION HEAD CONCURRENCE: CLOSING OF 4TH PLACE SUBJECT: F.E.C. RAILWAY CROSSING Robert M. Keatiin , P Planning and Development Director Karen M. Crave, rave 4th Place FROM: Staff Planner REFERENCES: DIS:KAREN It is recommended that the information herein presented be given formal consideration by the Board of County Commissioners at their regular meeting of January 18, 1984. DESCRIPTION AND CONDITIONS: Indian River County has entered into an agreement with the Florida East Coast Railway Company regarding the closing of the 4th Place crossing and the construction of a new crossing at 4th Street. The closing of the 4th Place crossing necessitates a public hearing and the adoption of a resolution similar to that required for the abandonment of County right-of-way. All reviewing agencies contacted approved of the closing. A Stipulation of Parties was filed by the Department of Transportation, the F.E.C. Railway Company, and Indian River County. As per said document, the Railway shall remove.the 4th Place crossing structure, at the County's expense, and relocate the device at 4th Street at its own expense. Prior to the removal of the 4th Place structure, the County will be required to install and maintain barricades at 4th Place. Construction of the new crossing will then commence. RECOMMENDATION: Staff recommends that the County close the F.E.C. Railway Company crossing at 4th Place and execute the attached Resolu- tion. Public Works Director Davis noted that it was previously discussed and agreed that sometime in the future 4th Place would be abandoned and moved 150' south to the 4th Street Location, and we now are at the point of implementing that project. Discussion ensued as to whether there will be any jog in 4th Street, and Public Works Director Davis reported that the design has been revised and it will line up the utility pole will be moved and they have written property owners 76 ,JAN 18 1994 KA I r JAN 18 1994 requesting some right-of-way, but the intersections can be lined up even without it: Chairman Scurlock asked if anyone present wished to be heard. Samuel Adams of East Coast Tile & Terrazzo, located on the corner of 4th Place and Old Dixie, came before the Board and noted that he had heard someone say that it was properly advertised. Attorney Brandenburg stated that there was an adver- tisement put in the local section of the local newspaper. There is no requirement for any personal notice. Mr. Adams stressed that the main reason he bought his property was because it had direct access to U.S.l, and at the time the realtor had assured him that 4th Place would not be closed off. He further noted that his property is now assessed as having access to U.S.1 and Old Dixie, but he was told the closing would have no effect on the assessed value of his property, which he did not understand. Chairman Scurlock explained the County Commission does not assess property; the opinion he gave was merely what he thought would happen. He doubted this change would affect the property to any degree. Mr. Adams did not see why there is a public hearing at all since everything is already going to be done. He wished to know if there is going to be a light at 4th Street and Old Dixie. Public Works Director Davis informed him that once 4th Street is established, there are plans to do an intersection study to see if it warrants a signal. If the traffic counts warrant it, it will be recommended to the Transportation Planning Committee and considered at that time. Mr. Adams argued that closing 4th Place will throw all the traffic onto 4th Street. 77 � s � Commissioner Lyons believed that 4th Place was a real hazard. He felt that 4th Street is the main traffic carrier and that it is in the best interests of everyone to make 4th Street a better through street by making it a straight shot. Commissioner Wodtke also believed that this will be a safer railroad crossing than the one at 4th Place, and Chairman Scurlock explained that the Transportation Com- mittee does a real in-depth analysis to try to develop a plan to move traffic through the whole county. The Chairman determined that no one else wished to be heard. JAN 18 1984 ON MOTION by Commissioner Lyons, SECONDED by Commissioner Bird, the Board unanimously (4-0) closed the public hearing. On Motion by Commissioner Bird, SECONDED by Commissioner Lyons, the Board unanimously (4-0) adopted Resolution 84-3 abandoning and closing the 4th Place Florida East Coast Railway Company crossing and authorized staff to proceed with the project as outlined. 78 - Boo 55 Poc 883 JAN 18 1994 RESOLUTION NO. 84-3 BOOK 55r�oL �: RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF INDIAN RIVER COUNTY, FLORIDA, PROVIDING FOR THE CLOSING OF. THE 4TH PLACE FLORIDA EAST COAST RAILWAY COMPANY CROSSING. WHEREAS, on December 28, 1983, the County received a duly executed and documented petition from James W. Davis, P.E., Public Works Director of Indian River County, Florida, requesting the County to close the 4th Place Florida East Coast Railway Company crossing. WHEREAS, in accordance with Florida Statutes § 336.10, notice of a public hearing to consider said petition has been duly published; and WHEREAS, after consideration of the petition, supporting documents, staff investigation and report, and testimony of all those interested and present, the Board finds that said crossing is not a state or federal highway, nor located within any municipality, nor is said crossing necessary for continuity of the County's street and thoroughfare network, nor access to any given private property. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF INDIAN RIVER COUNTY, FLORIDA that: 1. A parcel of land with uniform width of 70 feet northerly and southerly, extending easterly and westerly across the right-of-way and main track of 'the RAILWAY at Vero Beach, Florida, with the longitudinal centerline of said ,parcel being located 3,982 feet more or less southerly from RAILWAY's Mile Post No. 229 from Jacksonville, Florida, said right-of-way of the RAILWAY having a total width of_100 feet at this location, being 50 feet each side of the center line of the RAILWAY's main track, is hereby forever closed. 2. Notice of adoption of this resolution shall be forthwith published once within thirty (30) days from the date of adoption hereof; and 3. The Clerk'is hereby directed to record this resolution together with the proofs of publication required by Florida Statutes §336.10 in the Official Record Books of Indian River County without undue delay. The foregoing resolution was offered by Commissioner Bird who moved its adoption. The motion was seconded by Commissioner Lyons and, upon being put to a vote, the vote was as follows: 1 Chairman Don C. Scurlock, Jr. Aye Vice -Chairman Patrick B. Lvons Aye Commissioner William C. Wodtke, Jr -Aye Commissioner Maggy Bowman Absent Commissioner Richard N. Bird Aye 79 I The Chairman thereupon declared the resolution duly passed and adopted this 18 day of January 1984. BOARD OF COUNTY COMMISSIONERS OF INDIAN RIVER COUNTY, FLORIDA BY: G1 ,t/ DON C. SCURLOCK, JR., Ctorman ATTEST : ,FREDA WRIGHT, qerk STATE OF FLORIDA COUNTY OF INDIAN RIVER SOUTH COUNTY FIRE DISTRICT AND NORTH COUNTY FIRE DISTRICT .The Board of County Commissioners thereupon recessed at 4:25 o'clock P.M. in order that they might convene as the District Board of Fire Commissioners of the South Indian River County Fire District. Those Minutes are being prepared separately. The Board of County Commissioners reconvened at 5:38 o'clock P.M. with the same members present. ON MOTION by Commissioner Lyons, SECONDED by Commissioner Bird, the Board unanimously (4-0) agreed to continue the meeting no later than 6:00 P.M. The Board of County Commissioners thereupon recessed in order that'they might convene as the District Board of Fire Commissioners of the North Indian River County Fire District. Those Minutes are being prepared separately. The Board of County Commissioners thereupon reconvened at 6:10 o'clock P.M. with the same members present, Commissioner Bowman being absent. INTERLOCAL AGREEMENT BETWEEN COUNTY AND TOWN OF INDIAN RIVER SHORES Attorney Brandenburg informed the Board that he reviewed the draft of this agreement with Attorney William Caldwell, who represents North Beach Water Company, and both North Beach Water Company and Bayside Utilities are in agreement with it. M. JAN 18 1984 e9ex 55 PKK 88 L I JAN 18 1984 ANN ON MOTION by Commissioner Lyons, SECONDED by Commissioner Wodtke, the Board unani- mously (4-0) approved the Interlocal Agree- ment with the Town of Indian River Shores re the North Beach Water Company and Bayside Utilities water and wastewater franchises. 55 PAL -L-886 Said Agreement will be made a part of the Minutes when fully executed and received. WITHDRAWAL OF ITEMS FROM AGENDA Administrator Wright announced that he would withdraw his added item in regard to Courthouse security from today's agenda and take it up at the next meeting. Chairman Scurlock withdrew his Finance Advisory Committee report and Transportation Planning Committee report from today's agenda. JAIL COMMITTEE REPORT Commissioner Lyons briefly reported that as it now stands, the Jail Committee has communicated their concerns to the architects re the high cost of their design and has suggested modification of our plan; they are waiting for a response. Since we did not have a solid figure, it was the recommendation of the Jail Committee that the bond issue be delayed for a September ballot. GROWTH MANAGEMENT (MEETING AND OUT -OF- COUNTY TRAVEL) Commissioner Lyons informed the Board that he has been requested by State Representative Patchett to attend a -- public meeting January 27th in Fort Pierce in connection with the activities of the County in regard to the Barrier Island Planning. He continued that Mr. Patchett is on the Community Affairs Committee and he is holding hearings to indicate what the counties are doing to help themselves. Commissioner Lyons stated that he gets the go feeling that Mr. DeGrove is very strongly in favor of the state helping themselves at the expense of the counties, and he is perfectly willing to make an appearance at this meeting, but believed that he might need some help from staff. He further noted that it is quite likely that he will have to go to Tallahassee in February or March on the same matter, and he would like the Board's permission to attend both hearings and have assistance from staff. ON MOTION by Commissioner Lyons, SECONDED by Commissioner Bird, the Board unanimously (4-0) approved out -of -county travel for Commissioner Lyons as above and authorized him to obtain assistance from staff. REPORT ON "SAVE OUR COAST" MEETING AND RETROACTIVE OUT -OF -COUNTY TRAVEL ON MOTION by Commissioner Bird, SECONDED by Commissioner Lyons, the Board unanimously (4-0) approved retroactive out -of -county travel for Commissioner Bird to attend a meeting in regard to the "Save Our Coast" Program in Tallahassee on January 16-17, 1984. Commissioner Bird reported that what,has happened is that our projects have gotten ranked so high that we are ahead of other,counties who have made more preparations than we have. We, therefore, are pushing hard to get appraisals done and work with property owners to obtain options. We need to get this completed so we are on a par with the others. 82 JAN 18 1984 m00% -5 KKE00007 PARKS AND RECREATION COMMITTEE REPORT A. Tracking Station Park Boa 5 rA.'�- 888 Commissioner Bird informed the Board that residents of the Pebble Beach Condominium complex had some concerns about the Tracking Station Park. They sent their representative, Mr. Peace, to the Parks & Recreation Committee meeting, and they are now satisfied that the County is addressing this situation. B. Hosie Schumann Park Commissioner Bird reported that we have gone in and cleared this park and he believed we will plant some grass seed. He continued that they have been working with Mrs. Jackson about what else could be done to make that facility usable, and it has been explained that there is no money in the budget this year for any capital improvements so that any improvements will have to be done through community effort. Commissioner Bird further noted that he advised Mrs. Jackson that any improvements should be done under some kind of development plan, and all he is asking the Commission to do is allow our staff to with work with Charlie Parks, who is on'the Parks & Recreations Committee, to draw up a conceptual plan. ON MOTION by Commissioner Bird, SECONDED by Commissioner Lyons, the Board unanimously (4-0) authorized staff to work with Mr. Parks of the Parks & Recreation Committee to draw up a conceptual development plan of Hosie Schumann Park. C. Small Park Parcels Commissioner Bird reported that hopefully in February the Parks & Recreation Committee will finalize some recommendations in regard to the various small park parcels 83 located throughout the county. They have now gone through about 25 parcels on site and are ready to start coming back with some recommendations. DOCUMENTS TO BE MADE A PART OF THE RECORD Resolution No. 83-107, "Citrus Utilities, Inc., water and Wastewater System Franchise," as approved at the meeting of November 2,1983, having been fully executed and received, has been put on file in the Office of the Clerk. The several bills and accounts against the County having been audited were examined and found to be correct were approved and warrants issued in settlement of same as follows: Treasury Fund Nos. 89842 - 90147 inclusive. Such bills and accounts being on file in the Office of the Clerk of the Circuit Court, the warrants so issued from the respective bonds being listed in the Supplemental Minute Book as provided by the rules of the Legislative Auditor, reference to such record and list so recorded being made a part of these Minutes. There being no further business, on Motion made, seconded and carried, the Board adjourned at 6:20 o'clock P.M. Attest: UL� Clerk Chairman 84 JAN 18 1984 8XX 55 mor" 889,