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HomeMy WebLinkAbout11/13/2018OR1vi' BOARD OF COUNTY COMMISSIONERS INDIAN RIVER COUNTY FLORIDA COMMISSION AGENDA TUESDAY, NOVEMBER 13, 2018 - 9:00 AM Commission Chambers Indian River County Administration Complex 180127th Street, Building A Vero Beach, Florida, 32960-3388 www.ircgov.com COUNTY COMMISSIONERS Peter D. O'Bryan, Chairman, District 4 Jason E. Brown, County Administrator Bob Solari, Vice Chairman, District 5 Dylan Reingold, County Attorney Susan Adams, District 1 Jeffrey R. Smith, Clerk of the Circuit Court and Comptroller Joseph E. Flescher, District 2 Tim Zorc, District 3 1. CALL TO ORDER 2.A. A MOMENT OF SILENT REFLECTION FOR FIRST RESPONDERS 2.B. INVOCATION Chaplain Lou Tropf, Indian River County Jail 3. PLEDGE OF ALLEGIANCE Dylan Reingold, County Attorney 4. ADDITIONS/DELETIONS TO THE AGENDA / EMERGENCY ITEMS 5. PROCLAMATIONS and PRESENTATIONS 5.A. Presentation of Proclamation Designating the Week of November 14 through 21, 2018 as Farm -City Week Attachments: Proclamation 6. APPROVAL OF MINUTES 7. INFORMATION ITEMS FROM STAFF OR COMMISSIONERS NOT REQUIRING BOARD ACTION 7.A. Residential Paper Shredding Event on November 17, 2018 Attachments: Staff Report November 13, 2018 Page 1 of 6 7.B. Indian River County Venue Event Calendar Review Attachments: Staff Report 8. CONSENT AGENDA 8.A. Checks and Electronic Payments October 26, 2018 to November 1, 2018 Attachments: Finance Department Staff Report 8.B. Abandonment of Sanitary Sewer Manhole and Associated Piping within Private Easement on Lot 32, Quail Creek PD Attachments: Staff Report Bill of Sale of Abandoned Utility Facilities Map 8.C. Flight Safety Drive Easement Attachments: Staff Report Access and Utilities Easement 8.D. Ranking of Firms for RFP 2018071 Transit Advertising Services Attachments: Staff Report 8.E. Approval of Continuing Architectural Services Agreements for RFQ 2018063 Attachments: Staff Report Sample Agreement Submitted Rates 8.F. Award of Bid No. 2019008, Gifford Neighborhood 45th Street Beautification Project Phase II (IRC -1748) Attachments: Staff Report Sample Agreement 8.G. Award of Bid No: 2019016, US Highway 1 Landscaping - South County Line to Oslo Road Attachments: Staff Report Sample. Agreement 9. CONSTITUTIONAL OFFICERS and GOVERNMENTAL AGENCIES 9.A. Indian River County Clerk of the Circuit Court and Comptroller Jeffrey R. Smith Annual Fiscal Report for the Year Ended September 30, 2018 Attachments: Clerk of Court and Comptroller Correspondence Annual Fiscal Report November 13, 2018 Page 2 of 6 9.B. Indian River County Property Appraiser David C. Nolte Annual Fiscal Report for the Year Ended September 30, 2018 Attachments: Property Appraiser Correspondence Annual Fiscal Report 9.C. Indian River County Sheriff Deryl Loar Annual Fiscal Report for the Year Ended September 30, 2018 Attachments: Sheriff Correspondence Annual Fiscal Report 9.D. Indian River County Supervisor of Elections Leslie Rossway Swan Annual Fiscal Report for the Year Ended September 30, 2018 Attachments: Supervisor of Elections Correspondence Annual Fiscal Report 9.E.. Indian River County Tax Collector Carole Jean Jordan Annual Fiscal Report for the Year Ended September 30, 2018 Attachments: Tax Collector Correspondence Annual Fiscal Report 10. PUBLIC ITEMS A. PUBLIC HEARINGS B. PUBLIC DISCUSSION ITEMS 10.B.1. Request to Speak from Kim Gilbert Regarding Request to Waive Current Impact Fees. Attachments: Request to Speak Form C. PUBLIC NOTICE ITEMS 10.C..1. Notice of Scheduled Public Hearing for November 20, 2018: DiVosta Homes L.P., Request to Amend Land Development Regulation Chapter 934 (Excavation and Mining) to Modify the Time Frame for Exporting Excess Fill From Large Scale Development Projects and Extend the Time Frames for Large Volume Mining Operations [LDRA-18-09-01 / 2018060191-82197] (Legislative) 10.C.2. Notice of Scheduled Public Hearing for December 4, 2018: County Initiated Request to Amend the 5 Year Capital Improvements Program and the Supporting Data and Analysis of the Capital Improvements Element of the Comprehensive Plan for the Period FY 2018/19 - 2022/23 (Legislative) 11. COUNTY ADMINISTRATOR MATTERS 12. DEPARTMENTAL MATTERS A. Community Development November 13, 2018 Page 3 of 6 B. Emergency Services C. General Services 1. Human Services 2. Sandridge Golf Club. 3. Recreation D. Human Resources E. Office of Management and Budget F. Public Works G. Utilities Services 12.G.1. Valve Machine/Trailer Unit Attachments: Staff Report Wachs Valve Machine Quote Wachs Sole Source Letter Valve Nut RX Datasheet 12.G.2. Surface Water Supply Topic - Deferred from Meeting of November 6, 2018 Attachments: Staff Report Staff Report from February 16 2016 BCC Meeting 12.G.3. Re -Use Plan Attachments: Staff Report 12.G.4. Comprehensive Water, Wastewater, and Reclaimed (Reuse) Water Rate Study, and Water and Sewer Impact Fee Study Recommendations - Deferred from Meeting of November 6, 2018 Attachments: Staff Report Attachment 1 -Water and Sewer Rate Scenarios Attachment 2 -Comparison of Bills Using Current and Proposed Rates Attachment 3 -Comparison of Billing Events Between Existing and Alternative Rate Structures Attachment 4 -Percentage of Events by Tier Attachment 5 -Fundamental Rate Modifications Attachment 6 -Miscellaneous Charges Attachment 77Impact Fees Comprehensive Water, Wastewater and Reclaimed Water Rate Study Water and Wastewater Impact Fee Study November 13, 2018 Page 4 of 6 12.G.5. Uniform Septic to Sewer Policy - Deferred from Meeting of November 6, 2018 Attachments: Staff Report 12.G.6. Reserve Accounts Attachments: Staff Report Resolution 87-142 13. COUNTY ATTORNEY MATTERS B.A. Second Addendum to Agreement between Indian River County and REDEVGROUP, Inc. Attachments: Staff Report Agreement Aerial Photo First Addendum to Amend Agreement Second Addendum to Agreement 14. COMMISSIONERS MATTERS A. Commissioner Peter D. O'Bryan, Chairman B. Commissioner Bob Solari, Vice Chairman C. Commissioner Susan Adams D. Commissioner Joseph E. Flescher E. Commissioner Tim Zorc 14.E.1. Discussion regarding modifying County Ordinance Attachments: Commissioners Memorandum Previous use and actions Ord. 2014-016 Sec. 1000-07 15. SPECIAL DISTRICTS AND BOARDS A. Emergency Services District B. Solid Waste Disposal District C. Environmental Control Board 16. ADJOURNMENT November 13, 2018 Page 5 of 6 Except for those matters specifically exempted under the State Statute and Local Ordinance, the Board shall provide an opportunity for public comment prior to the undertaking by the Board of any action on the agenda, including those matters on the Consent Agenda. Public comment shall also be heard on any proposition which the Board is to take action which was either not on the Board agenda or distributed to the public prior to the commencement of the meeting. Anyone who may wish to appeal any decision which may be made at this meeting will need to ensure that a verbatim record of the proceedings is made which includes the testimony and evidence upon which the appeal will be based. Anyone who needs a special accommodation for this meeting may contact the County's Americans with Disabilities Act (ADA) Coordinator at (772) 226-1223 at least 48 hours in advance of meeting. Anyone who needs special accommodation with a hearing aid for this meeting may contact the Board of County Commission Office at 772-226-1490 at least 20 hours in advance of.the meeting. The full agenda is available on line at the Indian River County Website at www.ircaov.com The full agenda is also available for review in the Board of County Commission Office, the Indian River County Main Library, and the North County Library. Commission Meetings are broadcast live on Comcast Cable Channel 27 Rebroadcasts continuously with the following proposed schedule: Tuesday at 6:00 p.m. until Wednesday at 6:00 a.m., Wednesday at 9:00 a.m. until 5:00 p.m., Thursday at I:00p.m. through Friday Morning, and Saturday at 12:00 Noon to 5:00 p.m November 13, 2018 Page 6 of 6 PROCLAMATION DESIGNATING THE WEEK OF NOVEMBER 14 THROUGH 21, 2018 AS FARM -CITY WEEK WHEREAS, Florida's farmers and ranchers help feed the world by producing a bounty of nutritious foods. To do this, they rely on essential partnerships with urban and suburban communities to supply, sell, and deliver finished products to consumers across Florida and around the globe; and WHEREAS, rural and urban communities working together have built our nation's rich agricultural resources so that they contribute to the health and well-being of our country and the strength of our economy; and WHEREAS, during National Farm -City Week, we recognize the importance of this cooperative network. Agriculture employs more than two million workers, including farmers and ranchers, shippers, processors, marketers, retailers, inspectors, and others who contribute an annual impact of $127 billion to Florida's economy; and WHEREAS, as they perform their daily work, farmers and ranchers preserve freshwater recharge areas, wildlife habitat and greenspace. Consumers help farm families maintain their superior natural resource conservation practices by purchasing Florida agricultural products; and WHEREAS, Farm -City Week activities celebrate the mutually beneficial relationships that support the quality of life we all enjoy. This week, as we gather with family and friends around the Thanksgiving table, we count these relationships among our many blessings. NOW, THEREFORE, BE IT PROCLAIMED BY THE BOARD OF COUNTY COMMISSIONERS OF INDIAN RIVER COUNTY, FLORIDA that November 14-21, 2018 be designated as FARM -CITY WEEK and calls upon all citizens to acknowledge and celebrate the achievements of all those who, working together, produce and supply our community, our nation, and the world with an abundance.of agricultural products. Adopted this 13th day of November, 2018. BOARD OF COUNTY COMMISSIONERS, INDIAN RIVER COUNTY, FLORIDA Peter D. O'Bryan, Chairman Bob Solari, Vice Chairman Susan Adams Joseph E. Flescher Tim Zorc 1 7A Informational Item INDIAN RIVER COUNTY �lv cR SOLID WASTE DISPOSAL DISTRICT 7 - BOARD MEMORANDUM Date: November 2, 2018 To: Jason E. Brown, County Administrator From: Vincent Burke, P.E., Director of Utility Services Thru: Himanshu H. Mehta, P.E., Managing Director, Solid Waste Disposal District (SWDD) Prepared By: Susan Flak, Recycling Education and Marketing Coordinator, SWDD Subject: Residential Paper Shredding Event on November 17, 2018 The Solid Waste Disposal District (SWDD) and Southeast Secure Shredding will be hosting the Fall Paper Shredding Event on Saturday, November 17, 2018, from 9 am to 2 pm. All residents of Indian River County are invited to bring a maximum of 3 boxes/bags of paper pervehicle. Documents will be securely shredded by Southeast Secure Shredding at no charge to the residents. The event will take place at Southeast Secure Shredding's local paper shredding facility located at 3910 US Highway 1 in Vero Beach where employees from the SWDD will be handing out free giveaways. From This: f� IV To This: ,n. Recvcled into Thisl • elebrateTA�meri a1Re-cycl`es1Day,with the Solid Waste Dispo sal Dis#irict i„a Iq Resi�dentalr'Pa-er'`Shredd'inEvent� p 9 - ,;. Shredded paper cannot be recycled curbside and should never be placed in your blue recycling cart. Think green this November and bring your documents to be shredded and recycled Free of Charge! Saturday, November 17, 2018 9amto2pm Southeast Secure Shredding 3910 US 1 • Vero Beach Your documents will be securely shredded by certified professionals at No Chargel outheast MuAing • Maximum 3 boxes/bags per vehicle (up to 35 lbs each). That's a $40 value! • Staples and paperclips are acceptable, but please remove all binders and hanging folders. • Pre -shredded paper is acceptable (up to 3 bags). • IRC residents only. No businesses please. 2 Residential Paper Shredding Event on November 17, 2018 - Page 1- Informational Item FUNDING: The funding for the Fall Residential Paper Shredding Event is available in the SWDD account under Other Contractual Services in the Operating Fund. On October 16, 2018, the SWDD Board approved the sponsorship of two Residential Paper Shredding Events in Fiscal Year 2018/19 for a total of $1,600. Operating funds are derived from SWDD assessment and user fees. Description . Account Number Amount Other Contractual Services 41125534-033490 $1,600 3 Residential Paper Shredding Event on November 17, 2018 - Page 2 - Indian River County Venue Event Calendar Review For more information go to www.ircgov.com - Event Calendar Community Office Hours Event Nov 15 @ North IRC Library: . • loam- One on one with Commissioner Susan Adams Indian River Dog Training Event Nov 16-17 @ IRC Fairgrounds: • lam-7pm Residential Paper Shredding Event Nov 17 @ Southeast Secure Shredding. • 9am-2pm- Securely shred your documents at no charge. EmI Trans -Florida Central Railroad Greenway Pedestrian Overpass: Dedication Ceremony Nov 17 @ Fellsmere Trailhead & Welcome Center: • l0am- Dedication. Ceremony (attendees are encouraged to carpool) Steve Mix Basketball Academy - Session 3 of 4 Nov 18 @ iG Center: • 3-4:30pm- teach aspects of the game & hone in on some specifics per session. Vero Beach Military History Expo www.patriotshows.com Dec 1-2 @ IRC Fairgrounds: • Saturday 9am-5pm • Sunday 9am-4pm Steve Mix Basketball Academy - Session 4 of 4 Dec 2 @ iG Center: 3-4:30pm- teach aspects of the game & hone in on some specifics per session. South County Community Meeting Dec 3 @ iG Center: • 5:30-7pm: Local topics with Commissioner Peter O'Bryan 0 Winter Wonderland: Holiday Favorites Concert Dec 5 @ North County Library: • 6-7pm - FREE Live music 12th Annual Jake Owen Foundation. Benefit Concert Dec 8 @ IRC Fairgrounds: www.jakeowenfoundation.org • 5-llpm Santa's Calling (Phone Call) Dec 13 @ iG Center: • 5:30-7:30pm - Pre -register your child by Dec 12th to receive a FREE phone call from Santa on Dec 13th. Community Office Hours Event Dec 20 @ North IRC Library: • I Oam- One on one with Commissioner Susan Adams Rimfire Challenge - Shooting Tournament Dec 29 @ Indian. River County Shooting Range: . • 9:30am-12:30pm -. By Rimfire Challenge Shooting Associates Hungrytown Concert: Celebrate the New Year! Dec 31 @ North County Library: • 2-3pm - FREE Live music 5 A r 6 JEFFREY R. SMITH, CPA, CGFO, CGMA Clerk of Circuit Court ,& Comptroller Finance Department 1801 271x' Street Vero Beach, FL :32960 TO: HONORABLE BOARD OF COUNTY COMMISSIONERS FROM: ELISSA NAGY, FINANCE DIRECTOR THRU: JEFFREY R. SMITH, COMPTROLLER DATE: November 1. 2018 SUBJECT: APPROVAL OF CHECKS AND ELECTRONIC PAYMENTS October 26, 2018 to November 1, 2018 In compliance with Chapter 13)6.06, Florida. Statutes, all checks and electronic payments issued by the Board of County Commissioners are to be recorded in the Board minutes. Approval is requested for the attached lists of checks and electronic payments, issued by the Comptroller's office, for the time period of October 26, 2018 to November 1, 2018. 6 CHECKS WRITTEN TRANS NBR DATE VENDOR AMOUNT 374012 10/29/2018 GREENE INVESTMENT PARTNERSI-LIP LTD 3,893.23 374013 10/29/2018 INDIAN RIVER COUNTY HEALTH DEPT 58,022.25 374014 10/29/2018 VICTIM ASSISTANCE PROGRAM 5,746.83 374015 10/29/2018 ROGER J NICOSIA 1,500.00 374016 10/29/2018 CITY OF VERO BEACH 2,169.15 374017 10/29/2018 CITY OF VERO BEACH 11,787.50 374018 10/29/2018 ST LUCIE COUNTY BOCC 37,863.91 374019 10/29/2018 PAUL CARONE 4,514.00 374020 10/29/2018 WILLIE C REAGAN 1,746.00 374021 10/29/2018 LARRY STALEY 593.00 374022 10/29/2018 PINNACLE GROVE LTD 3,478.00 374023 10/29/2018 VERO CLUB PARTNERS LTD 1,838.00 374024 10/29/2018 DAVID SPARKS 1,407.00 374025 10/29/2018 THE PALMS AT VERO BEACI•L 11795.00 374026 10/29%2018 JOHN OLIVIERA 716.00 374027 10/29/2018 ARTHUR PRUETT 756.00 374028 10/29/2018 MICHAEL. JAHOLKOWSKI 547.00 374029 10/29/2018 LUCY B H:ENDRICKS 807.00 374030 10/29/2018 ROBERT L BRACKETT 515.00 374031 10/29/2018 SYLVESTER MC INTOSH 365.00 374032 10/29/2018 PAULA WHIDDON 553.00 374033 10/29/2018 JAMES W DAVIS 372.00 374034 10/29/2018 NITA EZELL 609.00 374035 10/29/2018 MISS. INC OF THE TREASURE COAST 2,211.00 374036 10/29/2018 DANIELCORY.MARTIN 3,602.00 374037 10/29/2018 PAULA ROGERS & ASSOCIATES INC 2,550.00 374038 10/29/2018 FIVE STAR PROPERTY HOLDING LLC 830.00 374039 10/29/2018 MARK BAER 3.087.00 374040 10/29/2018 JUAN CHAVES 700.00 374041 10/29/2018 VALAPTS LLC 1,298.00 374042 10/29/2018 INDIANTOWN NON-PROFIT HOUSING INC 670.00 374043 10/29/2018 AUGUSTUS B FORT JR 641.00 374044 10129/201.8 H&H SHADOWBROOK LLC 563.00 374045 10/29/2018 VERO BEACH PLACE LLC 2,036.00 374046 10/29/2018 GNS REAL ESTATE HOLDINGS LLC 1,809.00 374047 10/29/2018 COALITION FOR ATTAINABLE HOMES INC 5,163.00 374048 10/29/2018 HELPING HANDS REAL ESTATE & INVESTMENT CO 4,265.00 374049 10/29/2018 ALIX DENAEAU 750.00 374050 10/29/2018 JOHN K GERRATO 818.00 374051 10/29/2018 11.35 RENTALS LLC 778.00 374052 10/29/2018 MCLAUGHLIN PROPERTIES LLC 750.00 374053 10/29/2018 HOWARD R BRENNAN 556.00 374054 10/29/2018 NKW PIP I-IOI-DINGS I' LLC 2,889.00 374055 10/29/2018 MAXIPL EX LLC 3,6.14.00 374056 10/29/2018 RANDY BETHEL 751.00 374057 10/29/2018 WATSON REALTY GROUP 800.00 374058 10/29/2018 KARL POKRANDT 747.00 374059 10/29/2018 BRANDON ROUER 1,905.00 374060 10/29/2018 JEANNE E BIERMAN 663.00 374061 10/29/2018 HUDSON CONSULTING & MANAGEMENT LLC 552.00 374062 10/29/2018 PALMETTO PROPERTY MANAGEMENT CORP 935.00 374063 11/01/2018 PORT CONSOLIDATED INC 663.05 374064 11/01/2018 JORDAN MOWER INC 745.19 374065 11/01/2018 RANGER CONSTRUCTION IND INC 1,104.76 374066 11/01/2018 VERO CHEMICAL DISTRIBUTORS INC 716.40 374067 11/01/2018 SAFETY PRODUCTS INC 24.30 374068 11/01/2018 AT&T WIRELESS 186.64 374069 11/01/2018 DELTA SUPPLY CO 248.10 %I TRANS NBR DATE VENDOR AMOUNT 374070 11/01/2018 GRAINGER 250.33 374071 11/01/2018 MY RECEPTIONIST INC 1,996.06 374072 11/01/2018 AMERIGAS EAGLE PROPANE LP 11714.21 374073 11/01/2018 HACH CO 55,593.00 374074 11/01/2018 EXPRESS REEL GRINDING INC 1,100.00 374075 11/01/2018 DELL MARKETING LP 15,132.98 374076 11/01/2018 BAKER & TAYLOR INC 3,404.01 374077 1.1/01/2018 MIDWEST TAPE LLC 1,084.56 374078 11/01/2018 MICROMARKETING LLC 351.39 374079 11/01/2018 ENCORE BROADCAST EQUIPMENT SALES INC 10,134.00 374080 11/01/2018 BAKER DISTRIBUTING CO LLC 63.00 374081 11/01/2018 PALM TRUCK CENTERS INC 145.47 374082 11/01/2018 SOFTWARE HARDWARE INTEGRATION 328.00 374083 11/01/2018 SUNSHINE REHABILATION CENTER OF IRC INC 30.00 374084 11/01/2018 INDIAN RIVER COUNTY HEALTH DEPT 282.20 374085 11/01/2018 CITY OF VERO BEACH 3,166.56 374086 11/01/2018 FERGUSON ENTERPRISES INC 15,031.92 374087 11/01/2018 UNITED STATES POSTAL SERVICE 250.00 374088 11/01/2018 FLORIDA GOVERNMENT FINANCE 18.00 374089 11/01/2018 APCO INTERNATIONAL, INC 331.00 374090 11/01/2018 LIVINGSTON PAGE 120.00 374091 11/01/2018 INTERNATIONAL GOLF MAINTENANCE INC 88,148.43 374092 11/01/2018 FLORIDA WATER & POLLUTION CONTROL 375.00 374093 11/01/2018 GEOSYNTEC CONSULTANTS INC 1.82.83 374094 11/01/2018 ST JOHNS RIVER WATER MGMT DISTRICT 20,000.00 374095 11/01/2618 FEDERAL EXPRESS CORP 39.42 374096 11/01/2018 ELIZABETH MARTIN 230.29 374097 11/01/2018 CALLAWAY GOLF SALES COMPANY 79.97 374098 11/01/2018 FLORIDA POWER AND LIGHT 80,207.74 374099 11/01/2018 FLORIDA POWER AND LIGHT 3,784.68 374100 11/01/2018 PIIILLIP J MATSON 119.81 374101 11/01/2018 BRE-CLEARWATER OWNER LLC 564.00 374102 11/01/2018 NSI ALPHA CORPORATION 284.00 374103 11/01/2018 WASTE MANAGEMENT INC 193,751.46 374104 11/01/2018 MYLES BROWN 21.2.00 374105 11/01/2018 HENRY SMITH 134.00 374106 11/01/2018 ALAN C KAUFFMANN 240.00 374107 11/01/2018 BLUE CROSS BLUE SHIELD 664.91 374108 11/01/2018 BLUE CROSS BLUE SHIELD 221.86 374109 11/01/2018 HAMPTON INN 336.00 374110 11/01/2018 14UMANA 568.73 374111 11/01/2018 SYMBIONT SERVICE CORP 38,480.00 3741.12 11/01/2018 SCHOOL DISTRICT OF I R COUNTY 18,924.44 374113 11/01/2018 ARCADIS U S INC 35,911.04 374114 11/01/2018 THE AVANTI COMPANY INC 1.580.00 374115 I1/01/2018 RUSSELL PAYNE INC 958.62 374116 11/01/2018 TRANE US INC 229,853.00 374117 11/01/2018 SCOTT MCADAM 77.79 374118 11/01/2018 CEL1CO PARTNERSHIP 174.15 374119 11/01/2018 TMQ INC 570.00 374120 11/01/2018 CINTAS CORPORATION NO 2 217.73 374121 11/01/2018 U S BANK NATIONAL ASSOCIATION 944.69 374122 11/01/2018 HIMANSHU MEHTA 28.00 374123 11/01/2018 SYNAGRO-WWT INC 45,726.39 374124 11/01/2018 OTC DIRECT INC 106.11 374125 11/01/2018 MBV ENGINEERING INC 1,555.00 374126 11/01/2018 MASTELLER & MOLER INC 9,017.50 374127 11/01/2018 STAPLES CONTRACT & COMMERCIAL INC 54.78 374128 11/01/2018 HEVERON GROUP INC 19,039.00 374129 11/01/2018 GLOVER OIL COMPANY INC 40.386.33 TRANS NBR DATE VENDOR AMOUNT 374130 11/01/2018 ADMIN FOR CHILD SUPPORT ENFORCEMENT 304.13 374131 11/01/2018 ADMIN FOR CHILD SUPPORT ENFORCEMENT 308.26 374132 :11/01/201.8 ADMIN FOR CHILD SUPPORT ENFORCEMENT 172.00 374133 .11/01/2018 LARRY STEPHENS 100.00 374134 11/01/2018 ARDAMAN & ASSOCIATES INC 10,902.50 3741.35 11/01/2018 1ST FIRE & SECURITY INC 339.00 3741.36 11/01/2018 NORTI4 CAROLINA CHILD SUPPORT 105.69 3741.37 11/01/2018 PETER. OBRYAN 448.94 374138 11/01/2018 JOHNNY B SMITH 190.00 374139 1.1/01/2018 GLOBALSTAR USA 183.82 374140 11/01/2018 CHARLES A WALKER 80.00 374141 :11.101/2018 FISHER & PHILLIPS LLP 821.50 374142 11101/2018 AQUA-AEROBIC SYSTEMS INC 19,412.00 374143 11/01/2018 BRIAN FREEMAN 147.36 374144 11/01/2018 JANSON', DALE & LESLIE 50.00 3741.45 11/01/2018 DIZONNO, JOSEPH AND DEANN .20.00 374146 11/01/2018 MADESSIA'FLOWERS 50.00 374147 11/01/2018 TRADEWINDS POWER CORP 9,902.26 374148 11/01/2018 TREASURE COAST FOOD' BANK INC 134.64 374149 11/01/2018 THE GPS STORE INC 96.80 374150 11/01/2018 ALAN R MAROTE 91.67 374151 11/01/2018 EQTHEENVIRONMENTAI,QUA.I..ITYCOA9PANY 19,424.40 374152 11/01/2018 OMNI ORLANDO RESORT 396.90 374153 11/01/2018 OMNI ORLANDO RESORT 465.00 374154 11/01/2018 OMNI ORLANDO RESORT 495.90 374155 11/01/2018 WEL'LCARE ]'-HEALTH PLAN 17:1.98 374156 11/01/2018 EVA GLOVER 58.28 374157 11/01/2018 SAN.DYARACENA 60.00 374158 11/01/2018 VERA SMITH 40.00 374159 11/01/2018 GARRETT SMITH 80.00 3741.60 11/01/2018 B.RENNTAG MID-SOUTI.1 INC 5,618.90 374161 11/01/2018 ECMC 288.67 374162 11/01/2018 BERMUDA SANDS APPAREL LI-C 843.40 3741.63 11/01/2018 KEITH GROCHOLL 60.00 374164 11101/1018 DAVID S .KIPP LLC 9,800.00 374165 11/01/2018 THOMAS C QUINA 450.00 3741.66 1.1/01/2018 NEXBELT LLC 632.10 374167 11/01/2018 LOWES HOME- CENTERS INC 713.26 374168 11/01/2018 RAFTELIS FINANCIAL CONSULTANTS INC 6,032.00 374169 11/0112018 RAFTELIS FINANCIAL CONSULTANTS INC 10,193.00 374170 11101/2018 ALEX MIKLO 80.00 3741.71 11/01/2018 TREASURE COAST TURF INC 184.00 374172 11/01/2018 PENGUIN RANDOM HOUSE LLC 638.70 374173 1.1/01/2018 CARMEN LEWIS 251.50 374174 11/01/2018 STEWAR7' &. STEVENSON FDDA LLC 340.34 374175 1.1/01/2018 DEBORAH CUEVAS 100.00 374176 11/01/2018 SUMMIT CONSTRUCTION.OF VERO BEACH LLC 125,800.00 374177 11/01/2018 Fl. CHAPTERS OF THE ASSOCIATION OF PUBLIC 95.00 374178 11/01/2018 FAMILY SUPPORT REGISTRY 9.66 374179 11/01/2018 THE LAW OFFICES OF 1,602.00 374180 11/01/2018 :BERNARD EGAN & COMPANY 30,042.00 374181 11/01/2018 NAPIER & ROLLIN PLLC 97.50 374182 1.1/01/2018 RONALD NICHELSON 80.00 374183 1.1/01/2018 COBRA GOLF INCORPORATED 879.64 374184 11/0 1/20 18 WP UNDERGROUND UTILITIES LLC 7,798.00 374185 11/01/2018 ANFIELD CONSULTING GROUP INC 10.000.00 374186 11/01/2018 ESI ACQUISITION INC 2,254.41 374187 '11/0 1 /2018 JOSEPH DIZONNO 220.00 374188 11/0112018 CATHEDRAL CORPORATION 2,838.14 374189 11/01/2018 UNI.FI:RST CORPORATION 685.30 9 TRAINS NBR DATE VENDOR AMOUNT 374190 11/01/2018 CDA SOLUTIONS INC 8,784.76 374191 11/01/2018 WILSON SPORTING GOODS CO 912.60 374192 11/01/2018 SUNSHINE HEALTH PLAN MEDICAID 378.91 374,193 11/01/2018 HYDROMAX USA LLC 73,082.50 374194 11/01/2018 NORTH AMERICAN OFFICE SOLUTIONS INC 25.00 374195 11/01%2018 RUSSELL L OWEN II1 80.00 374196 111011201.8 EASTERN.PTPELINE CONSTRUCTION INC 2_.700.00 374197 11/01/2018 AC VETERINARY SPECIALTY SERVICES 292.09 374198 11/01/2018 EDWARD ILL.IDGE 360.00 374199 11/01/2018 COLTON PA.RK.ER 60.00 374200 11/01/2018 ALL WEBBS ENTERPRISES INC 157,965.14 374201 11/01/2018 PEOPLE READY INC 11,11.0.16 374202 11/01/2018 EMILY GOUGE 40.00 374203 11/01/2018 COLE AUTO SUPPLY INC 3,194.53 374204 11/01/2018 NORTH CAROLINA DEPARTMENT OF REVENUE 107.22 374205 11/01/2018 BETH NOLAN 70.00 374206 11/01/2018 ALLAN D KEI.;LERM.AN 7,100.00 374207 11101/2018 THOMAS .R PILIERO 36.00 374208 11/0172018 NESTLEWATERSNORTH AMERICA 121.80 374209 11/01/2018 STUART RUBBER STAMP & SIGN CO INC 877.79 374210 11/01/2018 CORE & MAIN LP 8,079.26 374211 11/01/2018 ADVANTAGE GOLFCARS INC 23.59 374212 11/01/2018 FSAWWA 2017.CONFERENCE 965.00 374213 11/0172018 INDIAN RIVER DOCKS LLC 34,594.85 374214 11101/2018 GOMEZ BROTHERS IRRIGATION LLC 857.50 374215 11/01/2018 DTD EQUIPMENT HOLDINGS LLC 1,513.10 314216 11/01/2018 THERNIELLMILLS 40.00 374217 11/01/2018 CHANGE HEALTHCARE LLC 31,296.87 374218 11/01/2018 D:RACAY MANAGEMENT INC 49,733.00 374219 11/01/2018 STEPHEN STONE 100.00 374220 11/01/2018 JOSEPH LORINO 100.00 374221 11/0112018 EMP.I:R.E PIPE ORLANDO LLC 302.67 374222 11/01/2018 AI ASSETS .INC 2,156.11 374223 1.1/0112018 RAMONA MURPHY 41,00 374224 11/0112018 INVISION DIAGNOSTICS OF FLORIDA LLC 3,591.00 374225 1.1/01/2018 E -BUILDER INC 15,905.06 374226 11/01/2018 AMAZON CAPITAL SERVICES INC 235.73 374227 '11/01/2018 ARMOROCK LLC 750.00 374228 11/01/2018 AGRUAMERICAINC 545,931.90 374229 11/01/2018 AMCOL INTERNATIONAL CORPORATION 38,496.00 374230 11/01/2018 ISCO INDUSTRIES INC 124,270.42 374231 11/0]12018 CALITEN .LLC 33.28 374232 11/01/2018 COMMONNVEALTI-I OF MASSACHUSETTS 154.00 374233 11/01/2018 KANSAS PAYMENT CENTER 219.69 374234 11101/2018 WILLIEMOSLEY 54.00 374235 11/01/2018 RICHARD CLUKLY 344.50 374236 11/01/2018 SEAN MC FARLAND 30.00 374237 11/01/2018 PAOLA SAJI.D 10.00 374238 11/0112018 M.ARYWILLIAMSON 88.50 374239 11101/2018 ERIC M SHABDUE 98.60 374240 11/01/2018 DOROTHY C SPATIG 80.75 374241 11/011201.8 ANN SEPE 90.55 374242 11/01/201.8 WILLIAM R CHAP'MAN 33.00 374243 1110112018 ROSEMARIE J HARRIS 50.00 374244 11/01/2018 CARMELLA F COMBONI 314.95 374245 11/01/2018 DAM NEWLIN & PARTNERS 86.1.0 374246 11/0.1/2018 GRETCHEN A SAUERMAN 20.00 374247 11/01/2018 ORANGE COUNTY HOUSING & C D 679.08 374248 11/01/2018 VERO:BEACH EDGEWOODPLACE .I_P 566.00 374249 11/01/2018 GRACESLANDING LTD 9,636.00 10 TRANS NBR DATE VENDOR AMOUNT 374250 11/01/2018 LINDSEY GARDENS LTD 2960.00 374251 11/01/2018 WILLIE C REAGAN 445.00 374252 11/01/2018 RIVER PARK ASSOCIATES LIMITED 14,257.00 374253 11/0.1/2018 CREATIVE CHOICE HOMES XVI LTD 11.980.00 374254 11/01/2.018 DAVID YORK 596.00 374255 11/01/2018 ST FRANCIS MANOR OF VERO BEACH 256.00 374256 11/01/2018 CITY OF VERO BEACH 23.00 374257 11/01/2018 TREASURE COAST HOMELESS SERVICES 656.00 374258 11/0112018 FLORIDA POWER AND LIGHT 177.00 374259 11/01/2018 VENETIAN APARTMENTS OF VERO BEACH 386.00 374260 11/01/2018 PINNACLE GROVE- LTD 6,949.00 374261 11/01/20:18 VERO CLUB PARTNERS LTD 14,523.00 374262 11/01/2018 DAVID SPARKS 378.00 374263 11/01/2.018 INDIAN RIVER COUNTY HOUSING AUTHORITY 159.00 374264 11/01/2018 INDIAN RIVER COUNTY HOUSING AUTHORITY 116.00 374265 11/01/2018 INDIAN RIVER COUNTY HOUSING AUTHORITY 352.00 374266 11/01/2018 INDIAN RIVER COUNTY HOUSING AUTHORITY 407.00 374267 11/01/2018 INDIAN RIVER COUNTY HOUSING AUTHORITY 460.00 374268 11/01/2018 INDIAN RIVER COUNTY HOUSING AUTHORITY 2,934.00 374269 11/01/201.8 CRAIG MERRILL 1,095.00 374270 11/01/20.18 CHRISTINE SALTER 477.00 374271 11/01/2018 HAGGERTY FAMILY LTD 369.00 374272 11/01/2018 SUNQUEST INC 5,136.00 374273 11/01/2018 THE PALMS AT VERO BEACH 12,563.00 374274 11/01/2018 DAVID CONDON 657.00 374275 11/01/2018 HILARY.MCIVOR 702.00 374276 .11/01/2018 PELICAN ISLES LP 7,871.00 374277 11/01/2018 SUNCOAST REALTY & RENTAL MGMT LLC 4.051.00 374278 11/01/2018 OAK RIVER PROPERTIES INC 433.00 374279 11/0112018 SOLARISE VILLAS LTD 1,916.00 374280 11/01/201.8 ADINA GOLDMAN 542.00 374281 11/01/2018 INDIAN RIVER RDA LP 4,689.00 374282 11/01/2018 GEORGE THUYNS 638.00 374283 11/01/2018 LAZY J LLC 1,943.00 374284 11/01/2018 JESSE LEWIS 667.00 374285 11/01/2018 SYI VIA MCNEILL 727.00 374286 11/01/2018 SKOKIE HOLDINGS INC 200.00 374287 11/01/2018 ROGER WINSLOW 468.00 374288 11/01/2018 OSLO VALLEY PROPERTIES INC 185.00 374289 11/01/2018 SAID S MOOBARK 1,335.00 374290 11/01/2018 LINDSEY GARDENS 11 LTD 6.416.00 374291 11/01/2018 ANTHONY ARROYO 695.00 374292 11/01/2018 AHS 14OLDINGS GROUP LLC 2,043.00 374293 11/01/2018 DANIEL CORY MARTIN 732.00 374294 1.1/01/2018 YVONNE KOUTSOFIOS 54.00 374295 11/01/2018 ALAN R TOKAR 679.00 374296 11/01/2018 VERO BEACH VILLAS I LLC 457.00 374297 11/01/2018 BRIAN E GALLAGHER 540.00 374298 11/01/2018 HOUSING AUTHORITY 775.08 374299 11/0112018 STEPHANIE WATCHEK FOUNTAIN TRUST 162.00 374300 11/01/2018 SCOT WILKE 501.00 374301 11/01/2018 THEODORE BARTOSIEWICZ 497.00 374302 11/01/2018 FOUNDATION FOR AFFORDABLE RENTAL 20,604.00 374303 11/01/2018 RICHARD KUSSEROW 469.00 374304 11/01/2018 ARE JAY INVESTMENTS OF INDIAN .RIVER COUNTY I1\ 509.00 374305 11/01/2018 SONRISE VILLAS 11 LLC 320.00 374306 11/01/2018 3014N T STANLEY 782.00 374307 11/01/2018 WEDGEWOOD RENTALS LLC 1,593.00 374308 11/01/2018 ALMA LUCK -ETT 825.00 374309 11/01/2018 MCLAUGHLIN PROPERTIES LLC 1,515.00 11 TRANS NBR DATE VENDOR AMOLiJ 374310 11/01/2018 JOYCE BODANZA 593.00 374311 11/01/2018 M.YRI.AM MELENDEZ 460.00 374312 11/01/2018 WATSON REALTY GROUJ' 3,881.00 374313 11/01/2018 JAMES R LYONS 407.00 374314 11/01/2018 SHEJI LLC 443.00 Grand Total.: 2,712.6.73.39 12 ELECTRONIC PAYMENT - VISA CARD TRANS. NBR DATE VENDOR AMOUNT 101.4070 10/29/2018 AT&T 66.19 1014071 10/31/2018 WASTE MANAGEMENT INC 7,505.09 1014072 10/31/2018 OFFICE:DEPOT:BSD CUSTOMER SVC 1.066.21 1014073 10/31/2018 NORTH SOUTH SUPPLY INC 62.86 1014074 10/31/2018 DEMCOINC 77.92 101.4075 10/31/2018 ALLIED UNIVERSAL CORP 7.572.59 1014076 10/3112018 IRRIGATION CONSULTANTS UNLIMITED INC 118.40 1.0.1.4077 10131!2018 GROVE WELDERS INC 120.75 1014078 10/3112018 COMO OIL COMPANY OF FLORIDA 322.96 1014079 10/31/2018 GLOBAL GOLF SALES INC 2,418.86 1014080 10/31/2018 HARCROS CHEMICALS, INC. 2.956.88 1014081 10/31/2018 AUTO PARTNERS LLC 1.157.74 1014082 10/3 1 /2018 FOXCROFT EQUIPMENT AND SERVICE COMPANY .LLC 1,661.19 1014083 10/31/2018 PACE ANALYTICAL SERVICES INC 2,616.00 1014084 10/31/2018 EASY PICKER GOLF PRODUCTS INC 7,331.97 1014085 10/31/2018 GUARDIAN ALARM OF FLORIDA LLC 90.00 1014086 10/31/2018 EFE INC 1.139.93 1014087 11/01/2018 UNIVERSAL SIGNS & ACCESSORIES 14.075.00 1014088 11/01/2018 MIKES GARAGE & WRECKER SERVICE INC 140.00 1014089 11/01/2018 MEEKS PLUMBING ILNC 1.401.00 1014090 11/01/2018 SOUTHERN COMPUTER WAREHOUSE INC 12_.588.65 1014091 11/01/2018 TI-IYSSENKRUPP ELEVATOR 594.00 1014092 11/01/2018 RECHTIENINTERNATIONALTRUCKS 820.49 1014093 11/01/2018 METRO FIRE PROTECTION SERVICES INC 257.35 1014094 11/0112018 L&L DISTRIBUTORS 788.21 1014095 11/01/2018 PACE ANALYTICAL SERVICES INC 3;964.00 1014096 11/0 1 /2018 PACE ANYALYTICAL LLC 324.00 Grand Total: 71,238.24 13 ELECTRONIC PAYMENTS - WIRE & ACH TRANS NRR DATE VENDOR AMOUNT 6310 10/26/2018 CLERK OF CIRCUIT COURT 40.88 6311 10/26/2018 BLUE CROSS & BLUE SHIELD OF FLORIDA INC 50.00 6312 10/216/2018 I R C HEAI.,TH INSURANCE -TRUST 1,067.16 6313 10/26/2018 HIGHIvLARK STOP LOSS 25.34 6314 10/29/2018 SENIOR RESOURCE ASSOCIATION 22,539.72 6315 10/29/201.8 ELITE TITLE TREASURE COAST INC 27,560.00 6316 10/29/201.8 ELITE TITLE TREASURE COAST INC 27,560.00 631,7 10/30/2018 CHARD SNYDER R ASSOCIATES INC 3.12.00 6318: 10/30/2018 FIDE-LITY SECURITY LIFE INSURANCE COMPANY 3,485:90 6319 10/30/2018 WEST HEALTH ADVOCATE SOLUTIONS INC 1.440.45 6320 10/30/2018 RX BENEFITS INC 222,064.96. 6321 10/31/2018 RX BENEFITS INC 2,678.15 6322 11/01/2018 IRCFIRE FIG14TERS ASSOC 9,227.60 6323 11/01/2018 NATIONWIDE SOLUTIONS RETIREMENT INC 4,003.90 6324 11/01/2018 NATIONWIDE SOLUTIONS RETIREMENT INC: 53.860.69 P -CARD 11/01/2018 TD BANK N.A. 14,178.15 Grand Total: 390,094.90 14 a � CONSENT: 11/13118 Office of INDIAN RIVER COUNTY ATTORNEY Dylan Reingold, County Attorney William K. DeBraal, Deputy County Attorney Kate Pingolt Cotner, Assistant County Attorney TO: Board of County Commissioners FROM: William K. DeBraal — Deputy County Attorney DATE: October 31, 2018 SUBJECT: Abandonment of Sanitary Sewer Manhole and Associated Piping within Private Easement on Lot 32, Quail Creek PD In September, 2011,.the utility facilities within Quail Creek PD (now known as Summer Lake) were conveyed to Indian River County ("County") under a Bill of Sale of Utility Facilities by ATLAS FL I SPE, LLC, a North Carolina limited liability company; said Bill of Sale of Utility Facilities was recorded in Book 2533, Page 571 of the Public Records of Indian River County, Florida. According to the as-builts, a sanitary sewer manhole and associated piping are located within Lot 32. Those utility facilities were also enumerated in that Bill of Sale of Utility Facilities and were constructed to serve Phase 2 of the West Wabasso Sewer Project, however no easement to access the facilities within Lot 32 was given to the County, but rather a private easement was conveyed between property owners. GRBK GHO Summer Lake, LLC, the predecessor of Quail Creek PD (now known as Summer Lake) and owner of Lot 32, commenced construction of a home on Lot 32 only to find out that the footprint of the home encroached into the private easement containing the sanitary sewer manhole and associated piping. County staff met with the manager of GRBK GHO Summer Lake, LLC, and in exchange for the abandonment of the utility facilities within Lot 32 by the County, GRBK GHO Summer Lake, 15 LLC has agreed to convey two easements to the County in order for the County to alternatively connect to a northern manhole to serve Phase 2 of the West Wabasso Sewer Project. One easement from Summer Lake Vero Beach Homeowners Association, Inc. (formerly known as Quail Creek Homeowners' Association, Inc.) would convey the north ten feet of Tract C within Quail Creek PD; and the second easement from GRBK GHO Summer Lake, LLC would convey a 15 -foot wide strip along the southern portion of GRBK GHO Summer Lake, LLC's property that is identified as 31-39-32-00000-1000-00011.0 and whichis presently in the planning and permitting stage for development as Summer Lake North. To make the connection to the northern manhole feasible, the County is also working towards obtaining an easement for a 15 -foot wide strip from the Estate of Lydia Broxton which would make. the entire easement connection to the northern manhole 25 feet in width. The sanitary sewer manhole and associated piping within Lot 32 is inactive, and the County would abandon the manhole and associated piping in accordance with customary industry standards. Prepared for your consideration is a Bill of Sale of Abandoned Utility Facilities wherein the infrastructure located within the private easement on Lot 32 is being conveyed, "as abandoned", to the owner of Lot 32 of Quail. Creek PD. FUNDING: There is no cost associated with the Bill of Sale of Abandoned Utility Facilities except the cost to record which will be borne by the owner of Lot 32. The proposed cost to physically abandon the sanitary sewer manhole and associated piping is $3,020.00 and is available from Utilities/Wastewater. Collection/Renewal and Replacement Account No. 47126836-044699:. RECOMMENDATION: County staff recommends the County, in accordance with customary industry standards, abandons the infrastructure within Lot 32 of Quail Creek PD and that the Board of. County Commissioners authorizes the Chairman to execute the Bill of Sale of Abandoned Utility Facilities. /nhm Attachment: Bill of Sale of Abandoned Utility Facilities Map E 16 COUNTY ATTORNEY'S OFFICE INDIAN RIVERCOUNTY 1801 27th Street rDipnh, Florl 1; 32960 located within Lot 32, Quail Creek PD BILL OF SALE OF ABANDONED UTILITY FACILITIES KNOW ALL MEN BY THESE PRESENTS, that INDIAN RIVER COUNTY, a political subdivision of the State of Florida, the address of which is 1801 27'" Street, Vero Beach, Florida 32960, hereinafter called GRANTOR, in consideration of value received, the receipt and sufficiency of which is hereby acknowledged, has and does hereby release, abandon, sell, transfer, and deliver unto GRBK GHO SUMMER LAKE, LLC, a Florida limited liability company, whose address is 590 NW Mercantile Place,, Port St. Lucie, Florida 34986, hereinafter called GRANTEE, this 6th day of November, 2018, the following utility facilities identified in the attached Exhibit "A", which utility facilities (consisting of a sanitary sewer manhole and associated piping) are located within an existing private easement (easement recorded in Book 2166, Page 195 of the Public Records of Indian River County, Florida). and lying within Lot 32 of Quail Creek PD (Plat Book 20, Page 13 of the Public Records of Indian River County, Florida). Said utility facilities having been previously dedicated under a Bill of Sale of Utility Facilities recorded in Book 2533, Page 571 of the Public Records of Indian River County, Florida to GRANTOR as a part of the utility facilities of Quail Creek PD. TO HAVE AND TO HOLD the same unto GRANTEE forever, and GRANTOR hereby acknowledges to GRANTEE that said utility facilities identified in the attached Exhibit "A" are inactive, not in use and have been abandoned by GRANTOR. IN WITNESS WHEREOF, GRANTOR has hereunto set its hand and seal the day and year first above written. INDIAN RIVER COUNTY, FLORIDA ATTEST: Jeffrey R. Smith, Clerk of Court By: and Comptroller Peter D. O'Bryan, Chairman Board of County Commissioners By: Deputy Clerk BCC approved: November 13, 2018 APPROVED AS TO FORM AND LE AL UFF ENC BY WILLIAM K. DEBRAAL P9PUTY COUNTY ATTORNEY 17 Summer Lake Subdivision. Utility Cost Estimate For Bill of Sale SANITARY SYSTEM UNIT I QUANTITY UNIT PRICE TOTAL Existing Manhole @ 0- 6 De th.EA 1 0 0 Existing 8" Sewer (PVC) LF 12 0 0 John Boyer, P.E., No. 57970r(�,oQ�t, EXHIBIT "A" 18 I TOTAL I 0 1 18 Abandonment of Sanitary Sewer Manhole & Associated Piping within Private Easement on Lot 32, Quail Creek PD Dylan Reingold, County Attorney William K. DeBraal, Deputy County Attorney Kate Pingolt Cotner, Assistant County attorney 1 Consent Agenda - B. C. C. 11. 13.78 O ''1 Ce of INDIAN RIVER COUNTY MEMORANDUM TO: Board of County Commissioners FROM: Dylan Reingold, County Attorney DATE: November 5, 2018 SUBJECT: Flight Safety Drive Easement ATTORNEY In 2001, the Los Angeles Dodgers sold Dodgertown to Indian River County. In 2017, the. Los Angeles Dodgers sold several parcels of property adjacent to Dodgertown to Star Suites by Riverside Theatre, LLC. This included that portion of Flight Safety Drive south of Aviation Boulevard, which serves as the main access to Dodgertown. In order to resolve an issue with respect to access to Dodgertown, Star Suites by Riverside Theatre, Inc. is proposing to grant Indian River County and DT Commons, LLC, the owner of the property west of Flight Safety Drive, an access :and utilities easement over Flight Safety Drive at no cost. RECOMMENDATION The County Attorney recommends that the Indian River County Board of County Commissioners approve the access and utilities easement and authorize the chair to execute the access and utilities easement. ATTACHMENT Access and Utilities Easement F: IAaayUJ'nda10ENERALIR C CIAgend. Mem AnIg!u Sufery DH. E. ­ ,d— 20 This instrument prepared by: Record and return to: Kevin M. Barry,'Fsquire ROSSWA YSWAN TIERNEYBARRY LACEY & OLIVER, P.L. Attorneys at Law 2101 Indian River Boulevard, Suite 200 Vero Beach, Florida 32960 Telephone: (772) 231-4440 ACCESS & UTILITIES EASEMENT THIS ACCESS & UTILITIES EASEMENT is executed on the dates set forth below by and among STAR SUITES BY RIVERSIDE THEATRE, LLC, a Florida limited liability company, whose address is 3250.Riverside Park Drive, Vero Beach, Florida 32963 (hereinafter referred to as "Grantor"), DT COMMONS, LLC, a Florida limited liability company, whose address is 3001 Ocean Drive, Suite 203, Vero Beach, Florida 32963 (hereinafter referred to as "DT")., and INDIAN RIVER COUNTY, FLORIDA, a political subdivision of the State of Florida, whose address is 1801.27' Street, Building A, Vero Beach, Florida 32960 (hereinafter referred to as "I.R.C.", and collectively with DT the "Grantees" and each individually a "Grantee"). Each of Grantor, DT and I.R.C. may be referred to herein as a "Party" or collectively as the "Parties." WITNESSETH: WHEREAS, Grantor is the owner in fee simple of certain property (hereinafter referred to as the "Roadway Property") in Indian River County, Florida, which is legally described as set forth in EXHIBIT "A" attached hereto and incorporated herein by reference, Parcel ID No. 32-39- 26-00011-0210-00001.4; WHEREAS, DT is the owner in fee simple of certain property (hereinafter referred to as the "DT Property") in Indian River County, Florida, which is legally described as set forth in EXHIBIT "B" attached hereto and incorporated herein by reference, Parcel ID No. 32-39-26- 00011-0210-000001.2; WHEREAS, I.R.C. is the owner in fee simple of certain property (hereinafter referred to as the "I.R.C. Property") in Indian River County, Florida, which is legally described as set forth in EXHIBIT "C" attached hereto and incorporated herein by reference, Parcel ID No. 32-39-26- 00011-0230-000001.0; WHEREAS, the Parties desire Grantees to have certain access and utility rights over the Roadway Property, on the terms and conditions set forth herein. NOW THEREFORE, for valuable consideration, in hand paid and received, including the mutual promises set forth herein, the receipt and sufficiency of which are hereby acknowledged, the Parties hereto agree as follows: 1. The above recitals are affirmed as being true and correct and are hereby incorporated herein by reference. Page 1 of 6 21 2. Grantor does hereby give, grant, and convey to Grantees a non-exclusive easement for purposes of ingress to and egress from and regress over the Roadway Property. The parties hereto acknowledge and affirm that the express intent of this provision, and the easement granted hereby, is to grant access to each of the Grantees, and to each of their respective successors and assigns, including successors in title and tenants, guests, and invitees of the DT Property and I.R.C. Property, respectively, over and upon the Roadway Property. 3. Grantor does hereby give, grant, and convey to Grantees a non-exclusive easement, for purposes of connecting to existing utilities, to place, construct, operate and maintain utilities serving the DT Property and I.R.C. Property with water, electric, gas, sewer, storm water and all such other utilities as may be necessary or desirable, upon the Roadway Property connecting to the stormwater, utilities and sewer line easements reserved by the City of Vero Beach, Florida in Official Records Book 989, Page 2717, Official Records Book 1053, Page 2976, and Official Records Book 210, Page 561, of the Public Records of Indian River County, Florida, as may be amended and restated from time to time. 4. The Parties agree to exercise the access and utility rights granted hereunder in a reasonable manner so as not to unreasonably interfere with the reasonable use of the Roadway Property by such Parties, so as not to damage any improvements thereon, and to correct or repair damages caused by or through the granting of the utility rights hereunder. 5. Nothing contained herein shall, in any way, be deemed or constitute a gift of or dedication of any portion of the Roadway Property to the general public or for the benefit of the general public whatsoever, it being the intention of the Parties that this grant set forth herein is limited to and in utilization of the sole purposes expressed herein and only for the benefit of the Parties herein named, including each of their respective successors and assigns, including successors in title and tenants, guests, and invitees, of the DT Property and I.R.C. Property, to the extent stated herein. Notwithstanding the legal descriptions as described herein, the DT Property and Roadway Property are intended to be contiguous and there is expressly no granting of an easement or any other rights by DT to any other party hereto over or in relation to the DT Property by this Agreement. 6. Each of the Grantees hereby indemnifies and holds harmless Grantor from any and all actions, causes of actions, claims, liabilities, demands and losses of any kind whatsoever which may be filed or made against Grantor by reason of such respective Grantee's negligent use of the Roadway Property, including, without limitation, the negligent use by such Grantee's tenants, guests, and invitees, except for any claims arising out of or resulting from intentional or negligent acts on the part of Grantor. Notwithstanding anything to the contrary set forth herein, IRC's liability shall only be to the limits set forth in section 768.28, Florida Statutes, and shall exclude the negligence of third parties. 7. The terms and conditions hereof shall run with the Roadway Property, the DT Property and the I.R.C. Property and shall inure to the benefit of and be enforceable by each of the Parties, and each of their respective legal representatives, successors, and assigns, and each of the Parties shall have the right of action to enforce by proceedings at law or in equity all conditions Page 2 of 6 22 and covenants imposed by the provisions hereof, or any amendment thereto, including the right to prevent the violation of such conditions and covenants and the right to recover actual damages for such violation (but not consequential or punitive damages). 8. No compensation or other payment shall be exchanged by and between any of the Parties for the easements, rights of use, and licenses granted by this Agreement. 9. No amendment,. modification, change, or alteration of this Agreement shall be valid or binding unless accomplished in writing and executed by all of the Parties hereto. Failure to insist upon strict compliance with any of the terms, covenants, or conditions herein shall not be deemed a waiver of such terms, covenants, or conditions, nor shall any waiver or relinquishment of any right or power hereunder at any one time or times be deemed a waiver or relinquishment of such right or power at any other time or times. 10. This Agreement contains the entire agreement and understanding between the Parties. No representation, statement, recital, undertaking, or promise not specifically set forth herein shall be binding on any Party hereto. This Agreement and all matters arising hereunder shall be governed by and construed in accordance with the laws of the State of Florida. Venue for any dispute hereunder shall be in Indian River County, Florida. This Agreement shall be deemed prepared jointly by each of the parties hereto and shall be construed on a parity as between the Parties. There shall be no canon of construction for or against any Party by reason of the physical preparation of this Agreement. 11. In the event any term, condition, or clause of this Agreement is declared to be illegal or unenforceable by a court of competent jurisdiction, such declaration of illegality or unenforceability shall not affect or alter the legality or enforceability of any remaining term, condition, or clause hereof, provided said declaration of illegality or unenforceability does not destroy the intent of the parties, as set forth in this Agreement. 12. The Parties hereby knowingly, voluntarily, and intentionally, waive trial by jury in any action brought by one against the other in connection with any matters arising out of or in any way connected with this Agreement. This waiver shall apply to any original claim, counterclaim, cross claim, or other claim of any kind asserted by any Party in any such action. No Party, nor any representative of such Party, including counsel, has represented to any other that it would not seek to enforce this waiver of right to jury trial in any such action. The Parties acknowledge that. the provisions of this section are a material inducement to their entering into this Agreement. 13. This Agreement shall be recorded in the Public Records of Indian River County, Florida. [Signature Pages Follow] Page.3 of 6 23 IN WITNESS WHEREOF, the undersigned have caused these presents to be executed on the dates set forth below. Signed, sealed and delivered "GRANTOR" in the presence of. STAR SUITES BY RIVERSIDE THEATRE, LLC, a Florida limited liability company (Name: ) (Name: STATE OF ss: COUNTY OF By: Name: Its: I, an officer authorized to take acknowledgments according to the laws of the State of duly qualified and acting, hereby certify that , as of STAR SUITES BY RIVERSIDE THEATRE, LLC, a Florida limited liability company, to me known to be the person described in and who executed the foregoing instrument and who acknowledged before me that said person executed the same for the purposes `therein set forth on behalf of said limited liability company. I further state that (check one) I have examined the current driver's license of the aforesaid person, or I am familiar with the identity of the aforesaid person, and have confirmed said person's identity. IN WITNESS WHEREOF, I hereunto set my hand and official seal at the said County and State, this _ day of , 2018. NOTARY PUBLIC, State of My commission expires: (Affix Seal) Page 4 of 6 24 Signed, sealed and. delivered "DT" in the presence of: DT COMMONS, LLC, a Florida limited liability company (Name: (Name: STATE OF ss: COUNTY OF By: Name: Its: I, an officer authorized to take acknowledgments according to the laws of the State of duly qualified and acting, hereby certify that as of DT COMMONS, LLC, a Florida limited liability company, to me known to be the person described in and who executed the foregoing instrument and who acknowledged before me that said person executed the same for the purposes therein set forth on behalf of said limited liability company. I further state. that (check one) I have examined the current driver's license of the aforesaid person, or I am familiar with the identity of the aforesaid person, and have confirmed said person's identity. IN WITNESS WHEREOF, I hereunto set my hand and official seal at the said County and State,. this _ day of , 2018. NOTARY PUBLIC, State of My commission expires: (Affix Seal) Page 5 of 6 25 "I.R.C." INDIAN RIVER COUNTY, FLORIDA, a political subdivision of the State of Florida ATTEST.: Jeffrey R. Smith, Clerk of Court and Comptroller Deputy Clerk By: Peter D. O'Bryan, Chairman Board of County. Commissioners BCC approved: Approved as to form and legal suffcienc By: DyKReingold, County Attorney STATE OF FLORIDA ) ) ss: COUNTY OF INDIAN RIVER ) The foregoing was acknowledged before me this day of , 2018, by Peter D. O'Bryan, as Chairman of the Board of County Commissioners of Indian River County, Florida, a political subdivision of the State of Florida, who is personally known.to me. NOTARY PUBLIC Seal: FABarry\Corporate\Rivetside Theatre\Star Suites by Riverside Theatre, LLC\Aotess.Easement (DT & tRQ.doax Page 6 of 6 26 Drawing name: K:\VR8_LDEV\047504062.Aelo1'5 ViOoge\CAD\EKhibits\Access Easemonl\ACCESS EAMMENT 09-25-18.dwg I OF 2 Sep 26. 2018 10:42am by. ai Munl, Iv,9v tris b,raQ.M1 w A^A� M.rntl Nth w n iMmM M u.ixr, n wimlH v,, Iv k Mr F.ry eb Je.l p. ni, i .a Frn.a nxv .1 rY iggv re'rrt w tra 1arwd .Lwl .:nom mYu«'F. ee.aolX L/ rMYIM wa rnn'a'+t K ati N rl L=81.90' R=950.00' 11=004'56'22' CHB=S81 55'27'E CHD=81.87' SOUTHWESTERLY EXTENSION OF . THE CENTERLINE OF FLIGHT SAFETY DRIVE (F.K.A. AVENUE C) - PARCEL ID: 32392600011021000001.2 / N20'21 '06 "F / 532.58' / P.O.B./ P.O.C. ACCESS EASEMENT. i ACCESS 44735 SQ FT EASEMENT 1.03 ACRES a FD 'CM W/ DISC SOUTH UNE Qre ASSOC." OF SECTION _ Q 34-32-39 33/ 34 BASIS OF BEARING)rS89*45'39" E 2385.29' 4 3 CANAL "A3" AS SHOWN ON LEGEND PB 2, PAGE 25 A CENTRAL ANGLE N20'21'06",E CHB CHORD BEARING 31.95' CHD CHORD DISTANCE L ARC LENGTH P.O.B. POINT OF BEGINNING P.O.C. POINT OF COMMENCEMENT R RADIUS F.K.A. FORMERLY KNOWN AS R.O.W. RIGHT OF WAY PB PLAT BOOK FD FOUND CM CONCRETE MONUMENT SQ SQUARE FT FEET SCALE EAS NOTED®I�I��/�y ,iii � i `!i/ u DATE 09/25/18 OE4CN[D BY_ _ ©2018 K91LEY—HORN ANU .1S50GA'IES. ING CRAMN By PROJECT NO. RS 445247H 91REET, 5017E 2CO,VERO BFACN, FL 52960 PROM 772-704-4100 FA%: 772-794-4130 047504002 CHECKED BY ECD BYNl.K.'M1EY—HORH.COM t CRAPt6C SCAM IN FLET a VIA T O/v a� vA a / SOUTH R.O.W. r LINE / PARCEL ID: 32\392600011031000001.2 S20 21 '06"W 552.64' -STAR SUITES BY RIVERSIDE THEATER, LLC 32392600011021000001.4 PARCEL ID: 3239 7_600011031000001.0 PARCEL ID: 32392600011031000001.3 N89 45'39"W PARCEL ID: 85.20' 3239260001102300001.0 This certifeos that a legal description and sketch at the property described. hereon was mado under my supervision and that this legal description and sketch meets the standards of practice set forth by the Florfdo board of Professional Land Sarveyors In Chapter 5J-17, Florida Admin/stratim Code, pursuant to Secilon 472.027, Florida Statutes. Subject to no nd notoUons shown hereon. E.C. DEMETER,.P.S.M. No. 5179 DATE NOT VALID MMOUT WE SIGNATURE AND THE ORIGINAL RAISED SEAL OF THE FLORIDA LICENSED SURVEYOR AND MAPPER ABOVE. ACCESS EASEMENT EXHIBIT ACTORS VILLAGE ; UrOMr.g AOMO: A:\VHU_LULV\U4l3U4UUZ ACIOr5 W109C\LAU\t z010rt9\A000SR tO9e0ln,Al\ALGt SD tAjt?AM U9—ZO—I1S.CW9 Z :71 Z sCp Zti, ZUIU IU:4ZOM by. rRri.SChu1Z Ati SmniN. Iay.A[ .M tie tn+.b M rtSAr pxm!N tyq a m ntrtmt M men, w Hm&d Wi b Pt!tni'<wrar ai tb�l !a •`in 2 •w tlwt! Mu Y ml'ryan r�met n pi iaM .It�e �i!n ✓.•ae�!'te ml e§Inwa q [Ay.!bn e¢ tir+il!� %t M b.wzr M.'Ny !t Terri LEGAL DESCRIPTION: ALL THAT CERTAIN PIECE, PARCEL OR TRACT OF LAND BEING A PORTION OF SECTION 34, TOWNSHIP 32 SOUTH, RANGE 39 EAST, INDIAN RIVER COUNTY, FLORIDA. SAID LANDS BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS: COMMENCING AT THE SOUTHWEST CORNER OF SAID SECTION 34, THENCE BEARING SOUTH 89045'39" EAST (BASIS OF BEARINGS). ALONG THE SOUTH LINE OF SAID SECTION 34, A DISTANCE OF 2385.29 FEET TO THE POINT OF BEGINNING OF THE HEREIN DESCRIBED PARCEL. SAID POINT OF BEGINNING BEING ON A LINE THAT IS 40 FEET WESTERLY, AS MEASURED PERPENDICULAR TO THE SOUTHWESTERLY EXTENSION OF THE CENTERLINE OF FLIGHT SAFETY DRIVE (FORMERLY KNOWN AS AVENUE "C"); THENCE BEARING NORTH 200 21'06" EAST ALONG SAID LINE, A DISTANCE OF 532.58 TO A POINT ON THE SOUTH RIGHT OF WAY LINE OF AVIATION BOULEVARD; SAID POINT BEING THE BEGINNING OF A NON -TANGENT CURVE CONCAVE SOUTHERLY, HAVING A RADIUS OF 950.00 FEET, A CENTRAL ANGLE OF 0405622", A CHORD LENGTH OF 81.87 FEET, A CHORD BEARING OF SOUTH 8105527" EAST; THENCE, EASTERLY ALONG THE ARC OF SAID CURVE AND SAID SOUTH RIGHT OF WAY LINE, A DISTANCE OF 81.90 FEET TO A POINT; THENCE LEAVING SAID SOUTH RIGHT OF WAY LINE BEARING SOUTH 20021'06" WEST, A DISTANCE OF 552:64 FEET TO A POINT; THENCE, BEARING NORTH 89045'39" WEST, A DISTANCE OF 85.20 FEET TO A POINT; BEARING NORTH 20°21'06" EAST, A DISTANCE OF 31.95 FEET TO THE POINT OF BEGINNING. THE ABOVE DESCRIBED PREMISES CONTAIN AN AREA OF 44,735 SQUARE FEET OR 1:03 ACRES, MORE OR LESS. SUBJECT TO ALL EASEMENTS, CONDITIONS AND RESTRICTIONS AS CONTAINED WITHIN THE CHAIN OF TITLE. PLOT Kimle * H®rn 09/25/18 $t4EET 2w=6[" AS NOiEO Y ACCESS EASEMENT dtAYM By --` © 2019 MMLEY—HORN MID A.—AlES, MC, pra�F�T No. - ACTORS VILLAGE of {j$ MS 241H STREET, SUITE 20D, VERO BEACH, 't 57960 el+<�xEo Br RHONE: 772-794-4100PAX' 772-794-4130 047504002 2 ECD Yf4w"WEY-HORN.Com A A Page 1 of 3 1568886 RECORDED IN THE RECORDS OF JEFFREY K BARTON, CLERK CIRCUIT COURT INDIAN RIVER CO FL, BK: ..1771 PG: 21, 08/12/2004 04:21 PM DOC STAMPS D $15057.00 77ris Doeurnent Prepared By and Return to: William W.Caldwoll, Eoq. Collins, Brown, Caldwell. Barkott & Garavaglia 756 Beachland.Boulevard vero Beach, FL 32963 772-231-4343 P—c.1113Nutnb.. 32-39-26-00011-0210-00002.2 Warranty Deed This Indenture, Madethis 10'1h dayof August , 2004 A.D., Between Dodgertown Venture, LLLP, a Delaware limited liability limited partnership of the county of Indian River, , sum or Florida , grantor, and DT Commons, LLC, a Florida limited liability company whose add— ic: 3001 Ocean Drive, Suite 203, Vero Beach, FL 32963 of the County of Indian River State of Florida , grantee. Witnesseth that the GRANTOR, for and in consideration of the tum of O ------------ -----------TEN DOLLARS ($10)----------------------- DOLLARS. W4,11 1 and other send and valuable considemiori to GRANTOR in hand paid by GRANTEE, die. reeciyt whcrcar is hereby acknowledged, bas Jr granted, bargained and toid to the said GRAWFE and ORA.VCEC'S heirs, eacecasoa and nuigns lb—, dte following described land, shame. W ur lying mid being in the County of Indian River sutra of Florida m wit: 6. OD PARCEL 3z a� � co � �q n Situated in the State of Florida, County of Indian River, City of 3,im� Vero Beach, being parta of Sectlon 34, Township 32 South, Range 39 3U East, and Section 3, Township 33 South, Ran 39 East, and being more rc.'mm' particularly bounded and described as follows: az'sm Zoo Commencing at the Southwest corner of said Section 34, run South wodr¢o 00°141211' West and perpendicular to the South line of said Section co"> 34, a distance of 30 feet; thence South 69'45-39" East (basis of bearings) along a line 30 feet South of and parallel with the said South line of Section 34, a distance of 1183.72 feet to the Point of Beginning of the herein described parcel; thence continue South 89'4513911 East along a line 30 feet South of and parallel with the said South line of Section 34, a distance of 1233.19 feet to an intersection with the Southwesterly extension of the centerline of Flight Safety Drive.(formerly known an Avenue "C"); thence. continue South 89'45139n East, along a line 30 feet South of and parallel with the said South line of Section 34, a distance of 42.60 feet to a point, said point being 40 feet Easterly as measured perpendicular to the said Southwesterly extension of Flight Safety Drive (formerly known as Avenue "Co); thence North 20"2110611 East on a line 40 feet Easterly of and parallel with the said Southwesterly extension of Flight Safety Drive (formerly known as Avenue "C"), a distance of 552.64 feet to a non -tangent point on a circular curve, said point bears North 10'3214411 East from the radius point of said circular curve; thence Southwesterly along said circular curve, concave to the Southeast having a radius of 950.00 feat through a central angle of 36"471281{ for an arc length of 610.02 feet to a point of tangency, said arc tending a chord of 599.59 feet along a bearing of South 82'08159'1 West from the aforebtated non -tangent point; thence South 63'4511611 West, a distance of .974.46 feet to the Point of Beginning; leas and except the Southerly 30 feet of the Easterly 80.00 feet thereof. Subject to taxes wad assessments for the year 2004 and subsequent years, all conditions, restrictions, limitations and easements of record, including those in Official Record Book 210, Page 541, Public Records of Indian River County, Florida; and all zoning and other governmental regulations, without reimposing same, including, without :limitation, the obligations of "Developer1, with respect to the subject property pursuant to the Collateral Development Agreement dated August 29, 2001, and recorded in Official Record Book 1.426, Page 0596, Public Records of Indian River County, as amended. EXHIBIT and the grantor docs hereby fully wamut due tide to Said land, and will dcfcnd the same against lawful cW,m of all Persons caacmmalq oo6yn snlaia. tn<. noes tra»sas.ssss ramfs.wo-: bi . a 9 littp_//ori, ind ian-river.orc,///Document/GetDocunientl: orPrintPNG/?request=AQA.AANCiVI... 6/15/20 2 Paue 2 of BK: 1771 PG: 22 Warranty Deed -page 2 Paredtol¢omh— 32-39-26-00011-0210-00001.2 In Witness. Whereof,dte ganwr has hereunto Set hm band and Sent the day and year first above wrinen. Signed, sealed and delivered in our presence: Dodgertown Venture, LLLP, a Delaware limited liability limited partnership, by P & S III, c., a Florida corporation, its Genera rtner By: (Seal) -Pr" ted Name: ..��.ar1a f �;�1)., JoW F. Swanson, Vice President t p. ddress: 3111 Ocean Drlre, Vero Deaeh, FL 32963 Printed Name • AND'Y A.. ] Witness - STATE OF Florida COUNTY OF Indian River The foregoing instrument was acknowledged before me this iWh day of August 12004 John F..Swanson, Vice President -of P & S III, Inc:, a Florida corporation, General Partner of Dodgertown Venture, LLLP, a Delaware limited liability limited partnership, on behalf of same beispersonallyknown wmeonc.haspmduccd his Florida drivo;rJ- icenaa asid-driea8o - ��n CCvut SOVNIereEP r1AtQd Name E b''` O CC9C9??6' NOtary Pub C arae FSQo uraur,.ns^.Y:rr F�wirtes My Commission Espira. OCT. i1,ZpaP 03-210-7 .Earn OmeranilyC niiPtaY tt"m .'_.2001 (.61) 163-3115 F_Flwn.: http://ori.iiidiaii-river.org//IDocumentlGetDocumentForPrintPNGI?request=AQAAANCM.i. 6/15/20$0 Me 50 .I .1/1.. W TIS[ nECORhS OF JtiI Fr,C- r n.OI•IttCrt o CLEW. CIR LIT COURT r0�C 0/ ! Ir.-DIAta MZ -3 CO., FLA. r"y PREPARED BY: SI } [ l7 RESERVED FOR USE BY EJ 1 Eric D. Rapkiu, Esq. CLERK OF CIRCUIT COURT Hughes Hubbard & Reed LLP 1.0 201 South Biscayne Boulevard. Suite 2500 co Miami, Florida 33131 DOCUMENTARY STAMPS RECORD a,\D RETURN TO: DEED $ 7 o e 0 e, 0 0 p Robert C. Reid, Esq. t a Bryant. Miller and Olive. P A. (VOTES 201 South Monroe Street, Suite 500 JEFFREY K. BARTON. CLERK Tallahassee, Florida 32301 INDIAN RIVER COUNTY o Property Appraisers Nos.: Portion of Tax Parcel No. 26-32.39.00011.0230-00001.0: Tax Parcel No. -,a 26-32-39-00011-0250-00001.0: Tax Parcel No. 26-32-:9-000II-0240.00001.1: and Tax Parcel No. 26-32-39-00011-0240-00001.0 WARRANTY DEED r a N This \%'ARRANTY DEED. made as of this 29r day of A11uS¢- , 2001. bcm-cen LOS ANGELES N DODGERS, rNC., a Dcla%are corporation (the "Grantor"i, u$osr address is 1000 Elysian Park Avenue, Les Angeles, California 90012. and FNDLAN RIVER COLiTY. FLORIDA. apolitical subdivision of the State of Florida (ihe'Granice'), w hose address is 1840 25th Street. Vero Beach. Florida 32960. W IT NESS ETH: That the Grantor, for and in consideration of the sum of Ten and No 100 (510.00) Dollars to it in band paid be Grantee, the receipt whereof is hereby acknouledged, has granted. Far.aincd, sold, and conveyed to the Grantee, and by these presents docs hereby ant- barrair sell. arra convey unto Gra t. -e. its successors and assigns forever. dui ceruin real propcm (ling and being In the Counn• of Indian River. Sete of Florida. as more particularly described in E -J ibit'A" anached hereto and nide a part hereof(thc'Propert)"). SUBJECT ONLY TO noes and assessments for the year 2001 and subsequent years, all conditions. restrictions. hnsuuors and easerr>tats of record rcticcud in £xtulni -B- attached hereto and rrudc a pan hereof (the'Pcmtincd Ewcrttons'), and ,ll :.runt and other govtrnmcrul regulauors. without rein-postac same. .and Grantor docs hereby fully aamri the utic to the Procan•. sublet as aforesaid- and will defend the Sarre_ aeatnst the au fui ;lairs of all persoas 4himsm%er. Rjyhi of First Refusal. Grantor hereby rrscrvcs to itself, its successor and asstgris. and the recording of this \\-arrartn• Deed consurutes Grantee's granung of. the right of first :cibsal to purchase the Property from Grantee if the Grantee elects to sell the Piopctr at any nrrr d suz tl5e -Term (is such term is detiwd to that ceresin Factlity Lease A¢tterrrnt dated as of SeptcmbcT 1, :all for the Property bcmccr Grantee. as lessor. and Grantor. as lessee (tux -Lease A-0.Tcemert"). uNch Lease Agreement is tateitic•d to be rc,ord:d awn tine Public Records of irdian W�'e[ County. F:on3a _ following the recordation of dhis \t-arrann• Dredl. if Grantee so elects to sell the Propcm• during the Term of the Lcasc Acrrcnrnt. the Grantor shall have a first ❑gh: of refusal to pwch:sr :he Proprn• and all irriprovearrits iwated thereon ;V (collecaiely, the'Facrhry-1 far the Inion rir:has= price al:r.h :he Grantee would accept from a d rd parr.*. The Grantee 0'1 shag not ;]I &,c Fa.thry to an%. th rd pa.,. 3::n^4 the Tetra i as defined in the Lease Agrcr cnq unnl the Granuor has bra given urn. -IT nohcc of the p chase p ice Lnd an, c, t o: n_ a� to , w:ha; e :he Fa.thty for such price. This night of fust rcSisal SMI he ctcc.rsah)c as follo+s• CJl c -n Ui EXHIBIT :G a �•, dTj: �y hfitp-Hoi-i.indian-river,org///DOculiierit/GetDocument orPrintPNG/?request=AQAAANCM.., 6/15/2034 Grantee shall notify Grantor of a bona tide oTer received by Grantee to sell the Facility. which offer is acceptable to Grantee and which offer shall include a certification by Grantee that the purchase price set forth therein is the lowest purchase prim which the Grantee would accept from a Burd pang. (Grantee shall not be required to obtain an executed purchase and sale agrecrrtcnt in order to activate this right of first ref-,rsal. Grantee need only present the terms and conditions of such bona fide offer to Grantor as set forth in a siened letter of intent or similar proposal between Grantee and a third party.) Grantor shall then have sixty (60) days within which to notify Grantee in writing of Grantors election to purchase the Facility on the same tears and conditions as such bona fide offer. If Grantor timely elects to purchase the Facility, then the parties shall enter into a purchase and sale agreement reflecting the business terms of such bona fide offer. If Grantor fails to so notify Grantee within such sixty (60) day period, then the richt of first refusal with respect to such bora ride offer shall be deemed to be waived by Grantor and of no further, force or effect. This right of first refusal sha!1 be a covenant running with the Property. An Affidavit executcd by a duly authorized official on behalf ofthe Grantee and recorded in the Official Records which sets forth with specificity that the Grantee has provided the foregoing certification and that the Grantor has rot provided timely written notice of Gantoes election and tlat a copy of the Affidavit was provided to Grantor at least ten (10) business days prior to its recordation shall be conclusive evidence that the foregoing right of refusal has not been exercised. Repurchase Option. In addition to the right of first refusal set forth above. Grantor hereby reserves to it:clf. its successor and assigns, and the recordtna of this Warranty Deed constitutes Grantees granting of, an option to repurchase the Facility, at itsrhen fair market value (such fair market value to be dcimnincd in the nawiner described below), whether or not the Grantee desires or has offered to sell the Facility to a third piny, at any time after the Bonds las such term is defined in the Lease Agreement) have been retired. and continuing until the expiration or earlier temun don of the Term (as defined in the Lease Agreement), provided that the Grantor is still the lessee under the Lease Agreement at the tim, of such rcpurchasc. This repurchase option shall be a Over= nutting with the Property. For purposes of a repurchase of the Facility bs the Dodgers pursuant to this repurchase option, the then fair marker value of the Facdtn• shall bedetermined by the following procedure: t a) The Grantor and Grantee shall each select an independent .M.A.t. appraiser. (b) The appraisers selected by the Grantor and Grantee shall then select a third apprais.'r tthc'lndependent Appratser'l. Tie Independent Appnuser shall determine the then fair r wkei value of the Facility using the hicheit and best use method. Neither the farcgoing nght of first rcfusa) no. the iorcgoirig rrpurchasc oodon are assiguable separate ad apart from tut^, Lease Acrcemcnt. If the Lease Agreement is assigned pursuant to Section 12.01 of the Luse AVccmcnL then the right of first refusal and ehc rcrurchasc opiioa shall be ]_signed to eic assignee as part of the assgxumni of the Least Aiaccu rnt. IN WITNESS WHEREOF. Lute Grantor tas :auscd this Wananry Deed to be executed as of the day and year first abovevmnen. WITNESSES: Print Name: E. -,c J—eL Pnrt Nartx: b A R t o CAg jj A i. LOS ANGELES DODGERS. INC.. a Delaware cotporatioa By: 6tA-� '? J e� Gra ::07 5 .1 Mess - 1000 Elvstan Park avenue Los Anc6cs. California 90012 Page 2 of 6 http://ori:incliaii-river.orgl//DocumentIGetDocumentForPrintPNGI?request=AQAAANCM... 6/15/2032 Page ; OC 6 STATE OF . F[04, PA ) )ss: COUNTY OF T-VA2w21V6JL). The foregoing instrument was ackno%vlcdgcd before .me this Li h day of 9 21001, by Ce6; $• C41(a. as V•Ze ?•es;g, of LOS ANGELES DODGERS, INC., a Dela-Awe corporation on.bchalf of the corporation. HcZhe is personally I:nown to mte or produced a valid drivels license as identification. Notary Public Print name: My commission expires: b MI 3:04 19 - htti)://ori.indian-river.oral//Doculilent/GetDocumentForPfintPNG/?request=AQAAANCM... 6/15/20M Page 4 oC6 EXHIBIT "A" LEGAL_ DESCRIPTION PARCEL i -C (COMBINED PARCELS 1 AND 2) A PARCEL OF LAND LYING IN SECTION 3. TOWNSHIP 33 SOUTH, RANGE 39 EAST, INDIAN RIVER COUNTY, FLORIDA. BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS: CONIMENCING AT THE NORTHEAST CORNER OF SECTION 3, TOWNSHIP 33 SOUTH. RANGE 39 EAST. PROCEED NORTH 89*45 39" WEST. A DISTANCE OF 1997.62 FLET TO A POINT. THENCE SOUTH 0.1°15'1 r' WEST. A DISTANCE of 30.07 FEET TO A POINT ON THE WESTERLY RIGHT-OF-WAY LINE OF AIRPORT DRIVE (A/K/A 3410 AVENUE, A 90 FOOT RIGHT-OF-WAY) SAID POINT BEING THE POINT OF BEGINNING; THENCE CONTINUE ALONG SAID WESTERLY RIGHT-OF-WAY LINE SOUTH 10'36'49" WEST, A DISTANCE OF 37.55 FEET TO THE POINT OF CURVATURE OF A TANGENT CURVE, CONCAVE TO THE WEST. HAVING A RADIUS OF 1125.14 FEET AND A CENTRAL ANGLE OF 09'30'08": TIIENCE SOUTH ALONG SAID CURVE. A DISTANCE OF 186.60 FEEL': THENCE SOUTH 20=06'57" WEST. A DISTANCE OF S2.11 FEET TO THE POINT OF CURVATURE OF A TANGENT CURVE. CONCAVE TO THE EAST, HAVING A RADIUS OF 1525.86 FEET AND A CEENrRAL ANGLE OF 19-i4'25*'; 1HtNCL' SOUTH ALONG SAID CURVE, A DISTANCE OF 63-4.38 FELT. THENCE SOUTH 00'12'32" WEST. A DISTANCE OF 55.06 FEET TO A POINT ON THE NORTH RIGHT-OF-WAY LINE OF INDIAN RIVER FARMS DRAINAGE DISTRICT MAIN CANAL (300 FOOT RIGHT•OF- WAY): THENCE ALONG SAID NORTHERLY RIGHT-OF-WAY LINE SOUTH 69=21'53:' WEST. A DISTANCE OF 482.50 FEET: THENCE NORTH 15`50'35" WEST. A DISTANCE OF 50.17 FEET TO A POINT 50.00 FEET NORTH OF AFORESAID >tAIN CANAL NORTH RIGHT -OF -\\`AY LINE. THENCE SOL?H 69'21'51" WEST ALONG SAID LINE PARALLEL AND 50.00 FEET NORTH OF SAID MAIN CANAL. NORTH RIGHT-OFAVAY LINE. A DISTANCE OF 100131 FIEF T: THENCE NORTH 1895'20' WEST, A DISTANCE: OF 356.16 FEET: TIIIENCI: NORTH 63=53'04" 11'L•ST. A DISTANCE OF 476.06 FEET: TIII:NCE NORTH 89'45'19" 1t'(E`'I', A DISTANCE OF 41416 FEET- THENCE NORTH 00='14'21" 1: AST. A DISTANCE OF 876.82 EfiEEl' TO A POINT 30.00 FrET SOtTHERI.l' OF THE NORTH LINE OF SECTION 3, TOWNSHIP 33 SOUTH RANGE 9 LEAS I': rl IIENCI. SOUTI 159=-15"39" EAST :ALONG A .LINE BEING 30.00 FEET SOUTHERLY OF AND PARALLEL WITH SAID SECTION LINE. A DISTANCE OF 2557.93 FEET OT THE POINT OF BEGINNING. CONTAINING 61.75 ACRES MORE OR LESS. v , 0 cn Ln 0o htip://ori.indian-river.org///DocumentIGetDocumentForPriiitPNG/?request=AQAAANCM... 6/15/201 �4 Page 5 of 6 EXHIBIT "B" PEILNUTTED EXCEPTIONS (I) Encroachments. overlaps• boundary line disputes, or other manets which would be disclosed by an accurate survey and inspcciion of the premises. (2) Any claim that any portion of said lands are sovereign lands of the State of Florida, including subrricrged, filled or artificially exposed lands and lands accreted to such lands. (3) Taxes and assessments for the }•ear 2001 and subsequent years. 4) Easement granted to CITY OF VERO BEACH. FLORIDA. filed in Official Records Book 210. page 561. (5) Easement Decd granted to CITY OF VERO BEACH. FLORIDA, recorded in Official Records Book 210, page '572. (6) Restrictions and easements contained in that certain Special Warranty Deed filed in Official Records Book 210. page =31. (7) Restrictive covenants. conditions. restrictions, stipulations and easements contained in Official Records Book 210. page 541. (S) Road, ditch and canal rights of way as shown on plat of Indian River Fame Co.. recorded in Plat Book 2. page 25, of the Public Records of St. Lucie County. Florida. (9) Rights of crap and casements for drainage canal as conveyed to Indian River Farms Drainage District in Deed Book 4S. page 23. Public Records of St. Lucie County. Honda. (10) Commercial Lease Aerccmcni by and Mw•ccn tic CM' OF VERO BENCH, Tema and THE LOS ANGELES DODGERS. INC.. Landlord. filed in Official Records Book S75. page 2422. (11) All terms and conditroti of c+;rsting usre:orded leases and all rights thereunder of the lessees and any person claming by. tiaough. or u. -i: cr said lessees. t1) Right af0-ayofActoLane. (I3) Funrre right of w3c of Route 60 Et pass over tint portion hmg within :0 feet of the \orinerly right of way line of the Indian Rrer Fame Drama -.c Districts Main Caryl. (14) Terms and candmons of that:crvnn Eascire nt Deed by CITY OF ZERO BEACH. to DODGERTOAN. INC.. filed in OfTi:ial Rce irds Book 210, page :44. and that certain perm t by the Ind:an R»•cr Flims Drainage District filed in Official Rcxords Book 211. pace 649._rezudin.g the r.;ht to drain w atcr from a sunmmtne pool. (15) £ascr:ras as set out and res•:rrd by the CITY OF VERO BEACH. FLORIDA in that certain Quit -Claim Decd file! in Official Re:ords Book 1043. pa_e 29-6. and :n that :cram Ordmance tiled in Oficial Records Book 1034. page 610). - 0 t16) 1`3zilaN Lcase Aerccmcrit dated S nm`er 1. 2000. by and brae n INDIAN RIVER COUNTY. FLORIDA. and � LOS ANGELES DODGERS. INC.. a Dcla+are :or. ration. t To -tic -recorded in Offr:tal Recoris of Indian Ritirr County follouarc ties Wa rarr% Deed.) iV t 1` Colta:cral D:iehF^.r. t ASrcc-='.;a d Au_„st 2 5. Z(001. by acrd Det„ccn LOS ANGELES DODGERS. INC.. a a Iktawuc corivraon, aril VERO ACQUISITION._ LL1.P. a Flom; i:m;icd liability Ignited par mstap. (To-bc-recorded n n V a Offic al geoids of Ivan Rn cr Cora r• (6110'+i.^.2 Lhis. Warranty Deed ) cn C31 littp://ori.inctiari-river.orgl//Document/GetDocumentPorPrintPNG/?request=AQAAANCM.., 6/15/20M Page 6 of 6 (18) Declaration of Easements for Paiking dated August 29, 2001, by and bcnrccn. LOS ANGELES DODGERS, INC.. a Delawaracorpotation, VERO ACQUISITION. LLLP, a Florida limited liability limned partnership, and I'N'DIAN RIVER COUi!ITY, FLORIDA. (To-bc•recordcd in Official Records of Indian River County following this Warranty Dccd.) This cotneyanec docs not assure the computation of the acreage or volume of land described in Exhibit "A." NOTE. ALL OF THE RECORDING f\TOMIATiO` CO\ FATED HEREi- REFERS TO THE• PUBLIC RECORDS OF f-\DLkN RIVER COUNTY. FLORIDA, UNLESS OTHERWISE INDICATED. vt3:ra--v http://ori.indian-river.oral//Dociuneiit/GetDocumentPorPrintPNG/?regticst=AQAAAN CM... 6/15/2(M INDIAN RIVER COUNTY, FLORIDA MEMORANDUM TO: Jason E. Brown; County Administrator THROUGH: Stan Boling, AICP; Community Development Director Phillip J. Matson, AICP; MPO Staff Director FROM: Brian Freeman, AICP; Senior Transportation Planner DATE: November 2, 2018 SUBJECT: Ranking of Firms for RFP 2018071 — Transit Advertising Services It is requested that the information herein presented be given formal consideration by the Board of County Commissioners at its regular meeting of November 13, 2018. DESCRIPTION AND CONDITIONS Indian. River County is the Designated Recipient of state and federal transit funding for the Sebastian -Vero Beach urbanized area. Those funds are passed through to the Senior Resource Association (SRA), Indian River County's designated transit service provider, which operates the GoLine (fixed route) and the Community Coach (demand response) transit services. Throughout the United States, transit systems use advertising revenue as a potential additional source of funding. In 2012, the County began a program that allowed advertising to be placed on GoLine and Community Coach transit vehicles and used the revenues as an additional source of local funds to support the transit system. Management of the advertising program is performed by a third party, who is selected through a Request for Proposals (RFP) process. Revenues from the transit advertising program are used as a second source, in addition to the County's General Fund, for the required local match to state and federal grants. Although revenue varies from year to year, the program has generated an average of $34,000 each year since it began in 2012. The original contract has now expired. Consequently, proposals were recently solicited through issuance of a new RFP for management of the transit advertising program. The term of award is anticipated to be three years with an optional three-year extension. Only one firm responded to the RFP. The results of the solicitation are shown below. C:\Users\legistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@A41 EF668\@BCL@A41 EF668.docx 37 RFP 2018071 Results: Advertising Date: RFP Opening Date: DemandStar Broadcast to: RFP Documents Requested by: Replies: ANALYSIS August 6, 2018 September 5, 2018 220 Subscribers 10 Firms 1 Firm — SunUp Advantage, Vero Beach A selection committee comprised of Stan Boling, Community Development Director; Brian Freeman, Senior Transportation Planner; Kristin Daniels, Acting Budget Director; and Karen Deigl, Senior Resource Association CEO, independently evaluated and scored the submitted proposal in accordance with the County Purchasing Manual. The committee agreed that SunUp Advantage satisfied the requirements in the RFP and recommended award to the sole proposer. Section 105.08 of the Indian River County Code addresses the disclosure of relationships and requires that "any entity submitting a bid or proposal or entering into a contract with the county shall disclose any relationship that may exist between the contracting entity... [and a] county employee." In its application, SunUp Advantage disclosed relationships between itself and a county employee and also between itself and SRA, the county's transit operator. SunUp Advantage disclosed that the President's spouse is employed by the Office of the County Attorney. This employee has had no access to solicitation documents, nor participation in the procurement process, nor has she discussed the solicitation or worked with any member of the selection committee. In addition, the submittal also indicated that the President of the firm is currently the vice chair of SRA's Board of Directors. The County Attorney and Purchasing Division have evaluated the disclosures and determined that SunUp Advantage's application complies with the requirements of Section 105.08. At this time, staff has identified three alternatives with respect to the selection of a transit advertising manager: Award the contract the contract to the sole responder, SunUp Advantage, and authorize staff to begin negotiations with the firm. Reject the proposals submitted in response to RFP 2018071 and authorize staff to readvertise the RFP. Terminate the transit advertising program and lose its potential revenue as a source of local matching funds. Staff recommends Alternative 1 above. The recommended firm, SunUp Advantage, was formed in 2014. SunUp Advantage lists Oculina Bank, Countryside Citrus, Patriot Assisted Living, Tropical Fruit Shop and Integrity -Senior Properties Investments, LLC as current or previous advertising clients. C:\Users\legistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@A41 EF668\@BCL@A41 EF668.docx 38 FUNDING The transit advertising program is a revenue contract and will not require any County funds. The Federal Transit Administration (FTA) requires that funds received through transit advertising be used for the transit system. In previous years, transit advertising has generated an average of $34,000 in annual revenues. These funds are used to supplement the county general funds for the required local match to state and federal grants. RECOMMENDATION Staff recommends that the Board select Alternative 1 and authorize staff to begin negotiations with SunUp Advantage. C:\Users\lcgistar\AppData\Local\Temp\BCLTechnologies\easyPDF 8\@BCL@A41EF668\@BCL@A41 EF668.docx 39 ol CONSENT INDIAN RIVER COUNTY OFFICE OF MANAGEMENT AND BUDGET PURCHASING DIVISION DATE: November 5, 2018 TO: BOARD OF COUNTY COMMISSIONERS THROUGH: Jason E. Brown, County Administrator FROM: Jennifer Hyde, Purchasing Manager SUBJECT: Approval of Continuing Architectural Services Agreements for RFQ 2018063 BACKGROUND: On October 16, 2018, the Board approved the selection review committee's final ranking of firms for continuing architectural services and authorized negotiations in accordance with FS 287.055, Consultant's Competitive Negotiation Act. Negotiations are complete and the agreements are ready for review and approval, with an initial three-year term with one two-year renewal option available. ANALYSIS: The five recommended firms have provided rates and agreed to the attached sample agreement. Required insurance has been provided by each firm and approved by the Risk Manager. The awarded firms are: Responding Firm Location 1. CPZ Architects, Inc. Jupiter 2. EDB Architects & Associates, P.A. Vero -Beach 3. Donadio and Associates, Architects, P.A. Vero Beach 4. Tsark Architecture, LLC West Melbourne 5. Architectural Building Corp. Jupiter FUNDING: Funding for work orders under these agreements will vary, based on project and department. RECOMMENDATION: Staff recommends the Board approve the sample agreement and submitted rate schedules and authorize the Chairman to execute the agreements once the County Attorney has approved as to form and legal sufficiency. Attachments: Sample Agreement Rate Schedules 40 CONTINUING CONTRACT AGREEMENT forCONTINUING ARCHITECTURAL SERVICES THIS CONTINUING CONTRACT AGREEMENT for CONTINUING ARCHITECTURAL SERVICES ("Agreement"), RFQ 2018063 entered into as of this day of 2018 by and between INDIAN RIVER COUNTY, a political Subdivision of the State of Florida, ("COUNTY"), and ("CONSULTANT"). BACKGROUND RECITALS: In compliance with the Consultants' Competitive Negotiation Act, Section 287.055, Florida Statutes, the COUNTY has selected the CONSULTANT to provide certain professional services in the discipline of Architecture. A. The CONSULTANT is willing and able to perform the Services for the COUNTY on the terms and conditions set forth below; and B. The COUNTY and the CONSULTANT wish to enter into this Agreement for the CONSULTANT's Services for various and. sundry architectural projects for County departments and divisions. NOW THEREFORE, in accordance with the mutual covenants herein contained and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties agree as follows: 1. GENERAL 1.1 Professional services provided by the CONSULTANT for the COUNTY shall be identified in individual Work Orders prepared by the COUNTY. Purchase Orders may be issued by the COUNTY for proposed services that total less than $15,000.00. For proposed services $15,000.00 and over, Work Orders shall be issued and approved by the County Administrator or Indian River County Board of County Commissioners, as authorized. For the purpose of this document, Purchase Order shall be defined as a Work Order, however the amount will be less than $15,000.00. Work Orders shall be performed in a timely, efficient, cost effective manner, and in accordance with current professional standards. Work Orders shall include a description of services to be performed; a statement of fees; a schedule of deliverables; proposed schedule for compensation and whether compensation is lump sum, maximum amount not -to -exceed, task based, or any combination of the foregoing; a budget establishing the amount of compensation to be paid with sufficient detail so as to identify all of the various elements of costs; a projected schedule for completion of the work to be performed by the CONSULTANT; and any other additional instructions or provisions relating to the specific Services authorized pursuant to each Work Order that does not conflict with the terms of thisAgreement. 41 1.2 Whenever the term "Work Order" is used herein, it is intended to mean that formal document that is dated; serially numbered; and executed by both the COUNTY and the CONSULTANT by which the COUNTY accepts CONSULTANT's proposal for specific services and CONSULTANT indicates a willingness to perform such specific services for the terms and under the conditions specified in this Agreement. Each Work Order must be fully executed by the COUNTY prior to issuance of the related Notice -to -Proceed. 1.3 Services related to any individual Work Order which would increase, decrease or which are otherwise outside the scope of Services or level of effort contemplated by a Work Order shall be Services for which the CONSULTANT must obtain the prior written approval of the COUNTY as provided by this Agreement. All terms for the performance of such Services must be agreed upon in a written document prior to any deviation from the terms of a Work Order; and when properly authorized and executed by both the CONSULTANT and the COUNTY, shall become an amendment to the Work Order or a new Work Order, at the sole option of the COUNTY. A separate Notice -to -Proceed may, at the sole option of the COUNTY, be given for each phase of the services contained in any Work Order hereunder. 1.4 A Work Order shall not give rise to any contractual rights until it meets the foregoing requirements. Each written Notice -to -Proceed and specific Work Order, as approved by the COUNTY, shall be an addendum to this Agreement. Nothing contained in any Work Order shall conflict with the terms of this Agreement, and the terms of this Agreement shall be deemed to be incorporated into each individual Work Order as if fully set forth therein. 1.5 A schedule of current hourly billing rates is set forth in Exhibit 1 attached to this Agreement and made a part hereof by this reference. These hourly billing rates will remain effective for the initial three-year term of this Agreement. 1.6 No representation or guarantee is made by Indian River County as to the minimum or maximum dollar value, volume of work, or type of work, if any, that CONSULTANT will receive during the term of this Agreement. 1.7 The Background Recitals are true and correct and form a material part of this Agreement. 2. COUNTY OBLIGATIONS 2.1 The COUNTY will provide the CONSULTANT with a copy of any preliminary data or reports available as required in connection with the work to be performed under this Agreement, together with all available drawings, surveys, right-of-way maps, and other documents in the possession of the COUNTY pertinent to a Project. The CONSULTANT shall satisfy itself as to accuracy of any data provided. The CONSULTANT is responsible for bringing to the COUNTY's attention, for the County's resolution, material inconsistencies or errors in such data that come to the CONSULTANT'S attention. 2.2 The COUNTY shall arrange for access to, and make provisions for the CONSULTANT to enter upon, public and private property (where required) as necessary for the CONSULTANT to perform its Services, upon timely written request of CONSULTANT to COUNTY. 2.3 The COUNTY shall promptly execute all permit applications necessary to the Project. 42 2.4 The COUNTY shall examine any and all studies, reports, sketches, drawings, specifications, proposals and other documents presented by the CONSULTANT, and render, in writing, decisions pertaining thereto within a reasonable time. 2.5 Approval by the COUNTY of any of the CONSULTANT's work, including but not limited to drawings, design specifications, written reports, or any work products of any nature whatsoever furnished hereunder, shall not in any way relieve the CONSULTANT of responsibility for the technical accuracy and adequacy of the work. Neither the COUNTY's review, approval or acceptance of, or payment for, any of the Services furnished under this Agreement shall be construed to operate as a waiver of any rights under this Agreement or of any cause of action arising out of the performance of this Agreement. The CONSULTANT shall be and remain liable in accordance with all applicable laws for all damages to the COUNTY caused by the negligent performance by the CONSULTANT of any of the Services furnished under this Agreement. 2.6 The COUNTY reserves the right to appoint one or more Project Managers for the specific Services in connection with any Work Order. The Project Managershall: (a) act as the COUNTY's agent with respect to the Services rendered hereunder; (b) transmit instructions to and receive information from the CONSULTANT; (c) communicate the COUNTY's policies and decisions to the CONSULTANT regarding the Services; and (d) determine, initially, whether the CONSULTANT is fulfilling its duties, responsibilities, and obligations hereunder. 2.7 The COUNTY shall give prompt written notice to the CONSULTANT whenever the COUNTY observes or otherwise becomes aware of any development that affects the timing or delivery of the CONSULTANT's Services. If the CONSULTANT has been delayed in completing its Services through no fault or negligence of either the CONSULTANT or any sub -consultant, and, as a result will be unable to perform fully and satisfactorily under the provisions of this Agreement, then the CONSULTANT shall promptly notify the Project Manager. In the COUNTY's sole discretion, and upon the submission to the COUNTY of evidence of the causes of the delay, the Work Order shall be modified in writing as set forth in this Agreement, subject to the COUNTY'S rights to change, terminate, or stop any or all of the Services at any time in accordance with this Agreement. 2.8 The CONSULTANT shall not be considered in default for a failure to perform if such failure arises out of causes reasonably beyond the CONSULTANT's control and through no fault or negligence of the CONSULTANT. The parties acknowledge that adverse weather conditions, acts of God, or other unforeseen circumstances of a similar nature, may necessitate modifications to this Agreement. If such conditions and circumstances do in fact occur, then the COUNTY and CONSULTANT shall mutually agree, in writing, to the modifications to be made to this Agreement. 3. RESPONSIBILITIES OF THE CONSULTANT 3.1 The CONSULTANT agrees to perform all necessary Services in connection with the assigned Project(s) as set forth in the Work Orders and in this Agreement. 3.2 The CONSULTANT will endeavor not to duplicate any previous work done on any Project. Before execution of a Work Order, the CONSULTANT shall consult with the COUNTY to clarify and define the COUNTY's requirements for the Project. 43 3.3 The CONSULTANT agrees to complete the Project within the time frame specified in the Work Order. 3.4 The CONSULTANT will maintain an adequate staff of qualified personnel. 3.5 The CONSULTANT will comply with all present and future federal, state, and local laws, rules, regulations, policies, codes, and guidelines applicable to the Services performed under this Agreement. 3.6 The CONSULTANT, as a part of the consideration hereof, does hereby covenant and agree that: (1) in connection with the furnishing of Services to the COUNTY hereunder, no person shall be excluded from participation in, denied the benefits of, or otherwise subjected to discrimination in regard to the services to be performed by CONSULTANT under this Agreement on the grounds of such person's race, color, creed, national origin, religion, physical disability, age, or sex; and (2) the CONSULTANT shall comply with all existing requirements concerning discrimination imposed by any and all applicable local, state, and federal rules, regulations, or guidelines; as such rules, regulations, or guidelines may be from time to time amended. 3.7 The CONSULTANT shall during the entire term of this Agreement, procure and keep in full force, effect, and good standing any and all necessary licenses, registrations, certificates, permits, and any and all other authorizations as are required by local, state, or federal law, in order for the CONSULTANT to render its Services as described in this Agreement. The CONSULTANT shall also require all sub -consultants to comply by contract with the provisions of thissection. 3.8 The CONSULTANT will prepare all necessary sketches and completed application forms to accompany the COUNTY's applications for any required federal, state, or local permits. The CONSULTANT will reply, in writing, to all regulatory agencies' requests for additional information related to a permit application. The CONSULTANT will document all meetings, conversations, etc. with permitting agencies. The CONSULTANT will provide the COUNTY with copies of all permit applications, including attachments, and all related correspondence. The CONSULTANT acknowledges that preparation of all applicable permits for the COUNTY's submittal to regulatory agencies, and the CONSULTANT's written responses to all regulatory agencies' questions until the permit is issued or denied, are included within the scope of basic compensation in each particular Work Order. No additional service work related to permitting will be approved for any reason, except in the case where new permitting requirements become effective after the effective date of a Work Order. 3.9 The CONSULTANT will cooperate fully with the COUNTY in order that all phases of the work may be properly scheduled and coordinated. 3.10 The CONSULTANT will cooperate and coordinate with other COUNTY CONSULTANTS, as directed by the COUNTY. 3.11 The CONSULTANT shall report the status of the Services under this Agreement to the County Project Manager upon request and hold all drawings, calculations and related work open to the inspection of the County Project Manager or his authorized agent at any time, upon reasonable request. 44 3.12 All documents, reports, tracings, plans, specifications, field books, survey notes and information, maps, contract documents, and other data developed by the CONSULTANT for the purpose of this Agreement, are and shall remain the property of the COUNTY. The foregoing items will be created, maintained, updated, and provided in the format specified by the COUNTY. When all work contemplated under this Agreement is complete, all of the above data shall be delivered to the County Project Manager. 3.13 The CONSULTANT will confer with the COUNTY during the further development of improvements for which the CONSULTANT has provided design or other services, and the CONSULTANT will interpret plans and other documents; correct errors and omissions; and prepare any necessary plan revisions not involving a change in the scope of the work required, at no additional cost to the COUNTY, within thirty (30) calendar days of notice by the COUNTY, or upon a determination of the CONSULTANT of the existence of such errors or omissions, whichever event shall first occur. The foregoing is not intended to include construction management services provided by the CONSULTANT. 3.14 The CONSULTANT agrees to maintain complete and accurate books and records ("Books"), in accordance with sound accounting principles and standards for all Services, costs, and expenditures under this Agreement. The Books shall identify the Services rendered during each month of the Agreement and the date and type of each Project -related expense. The COUNTY shall have the right at any reasonable time and through any of its designated agents or representatives, to inspect and audit the Books for the purpose of verifying the accuracy of any invoice. The CONSULTANT shall retain the Books, and make them available to the COUNTY as specified above, until the later of three (3) years after the date of termination of this Agreement, or such longer time if required by any federal, state, or other governmental law, regulation, or grant requirement. 3.15 The CONSULTANT shall not assign or transfer any work under this Agreement without the prior written consent of the COUNTY. When applicable and upon receipt of such consent from the COUNTY, the CONSULTANT shall cause the names of the architectural, engineering and surveying firms responsible for the major portions of each separate specialty of the work to be inserted on the reports or otherdata. 3.16 All documents, including but not limited to drawings and specifications, prepared by the CONSULTANT pursuant to this Agreement are related exclusively to the Services described herein and are not intended or represented to be suitable for reuse by the COUNTY or others on any other project. Reuse of any document or drawing shall be at the COUNTY's own risk. The CONSULTANT shall not be held liable for any modifications made to the documents by others. 4. TERM; DURATION OF AGREEMENT 4.1 This Agreement shall remain in full force and effect for a period of three (3) years after the date of execution thereof, or until completion of all project phases as defined by the COUNTY, whichever occurs first, or unless otherwise terminated by mutual consent of the parties hereto, or terminated pursuant to Section 8 "Termination", This Agreement may be extended forone additional two (2)yearrenewal atthe discretion of the County. 45 5. COMPENSATION 5.1 The COUNTY shall pay to the CONSULTANT a mutually agreed upon lump sum or maximum amount not -to -exceed professional fee for each task in the Work Order, to be paid in monthly installments or on a deliverable basis, all as set forth in a Work Order. Duly certified invoices, in triplicate phased as per the Work Order, shall be submitted to the County Project Manager, in detail sufficient for proper prepayment and post payment audit. Upon submittal of a proper invoice the County Project Manager will determine if the tasks or portions thereof have been satisfactorily completed. Upon a determination of satisfactory completion, the County Project Manager will authorize payment to be made. All payments for services shall be made to the CONSULTANT by the COUNTY in accordance with the Florida Prompt Payment Act, as may be amended from time to time (Section 218.70, Florida Statutes, et seq.). Payment for Purchase Orders will be included in the proposal for Purchase Order. 5.1.1 The CONSULTANT shall include on the invoices any identifiable per diem, meals and lodgings, taxi fares and miscellaneous travel -connected expenses for CONSULTANT's personnel subject to the limitations of F. S. section 112.061, as may be amended from time to time. Travel expenses, if any, shall not be on a direct pay basis by the COUNTY. Notwithstanding the foregoing, the CONSULTANT acknowledges and agrees that it will not be reimbursed for any travel within Indian River County, both after a CONSULTANT arrives from outside of Indian River County, and where a CONSULTANT maintains an officein Indian River County. 5.1.2 The COUNTY shall make direct payment of all permit fees paid to regulatory agencies for approvals directly attributable to the Services under the Project. These permit fees do not include those permits required for any construction contractor. 5.2 The COUNTY may at any time notify the CONSULTANT of requested changes to the Services under an existing Work Order, and thereupon the COUNTY and the CONSULTANT shall execute a mutually agreeable amended Work Order or a new Work Order. 5.3 The COUNTY shall have the sole right to reduce or eliminate, in whole or in part, any portion of the Services under any Work Order at any time and for any reason, upon written notice to the CONSULTANT specifying the nature and extent of the reduction. In such event, the CONSULTANT shall be paid for the Services already performed and also for the Services remaining to be done and not reduced or eliminated, upon submission of invoices as set forth in thisAgreement. 5.4 The COUNTY may, at any time and for any reason, direct the CONSULTANT to suspend Services, in whole or in part under this Agreement. Such direction shall be in writing, and shall specify the period during which Services shall be stopped. The CONSULTANT shall resume its Services upon the date specified, or upon such other date as the COUNTY may thereafter specify in writing. Where the COUNTY has suspended the Services under this Agreement for a period in excess of six (6) months, the compensation of CONSULTANT for such suspended Services may be subject to modification. The period during which the Services are stopped by the COUNTY shall be added to the time of performance of this Agreement. :_ ol 6. ADDITIONAL WORK 6.1 If services in addition to the Services provided hereunder are required or desired by the County in connection with the Project, the COUNTY may, at the sole option of the COUNTY: separately obtain same outside of this Agreement; or request the CONSULTANT to provide, either directly by the CONSULTANT or by a sub consultant, such additional services by a new Work Order or by a written amendment to a specific Work Order. 7. INSURANCE AND INDEMNIFICATION 7.1 The CONSULTANT shall not commence work on this Agreement until it has obtained all insurance required under this Agreement and such insurance has been approved by the County's Risk Manager. 7.2 CONSULTANT shall procure and maintain, for the duration of this Agreement, the minimum insurance coverage as set forth herein. The cost of such insurance shall be included in the CONSULTANT's fee: 7.2.1 Workers' Compensation: Workers' Compensation as required by the State of Florida Employers' Liability of $100,000 each accident, $500,000 disease policy limit, and $100,000 disease each employee. 7.2.2 General Liability: commercial general liability coverage, including contractual liability and independent contractor, with a minimum combined single limit of $300,000 per occurrence. 7.2.3 Business Automobile Liability: owned, hired, and non -owned vehicles at a minimum combined single limit of $300,000 per occurrence. 7.2.4 Professional Liability Insurance: providing coverage for negligent acts, errors, or omissions committed by CONSULTANT with a limit of $1,000,000 per claim/annual aggregate. This insurance shall extend coverage to loss of interest, earning, profit, use, and business interruption, cost of replacement power, and other special, indirect, and consequential damages. 7.3 CONSULTANT's insurance coverage shall be primary. 7.4 All required insurance policies shall be placed with insurers licensed to do business in Florida and with a Best's rating of A -VII orbetter. 7.5 The insurance policies procured shall be occurrence forms, not claims made policies with the exception of professional liability. 7.6 A certificate of insurance shall be provided to the County's Risk Manager for review and approval, ten (10) days prior to commencement of any work under this Agreement. The COUNTY shall be named as an additional insured on all policies except workers' compensation and professional liability. 7.7 The insurance companies selected shall send written verification to the County Risk Manager that they will provide 30 days prior written notice to the County Risk Manager of its intent to cancel or modify any required policies of insurance. 47 7.8 CONSULTANT shall include all sub -consultants as insured under its policies or shall furnish separate certificates and endorsements for each sub consultants. All coverages for sub -consultants shall be subject to all of the requirements stated herein. 7.9 The COUNTY, by and through its Risk Manager, reserves the right periodically to review any and all policies of insurance and reasonably to adjust the limits of coverage required hereunder, from time to time throughout the term of this Agreement. In such event, the COUNTY shall provide the CONSULTANT with separate written notice of such adjusted limits and CONSULTANT shall comply within thirty (30) days of receipt thereof. The failure by CONSULTANT to provide such additional coverage shall constitute a default by CONSULTANT and shall be grounds for termination of this Agreement by the COUNTY. 7.10 The CONSULTANT shall indemnify and hold harmless the COUNTY, and its officers and employees, from liabilities, damages, losses, and costs, including, but not limited to, reasonable attorneys' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the CONSULTANT and other persons employed or utilized by the CONSULTANT in the performance of this Agreement. 8. TERMINATION 8.1 This Agreement may be terminated: (a) by the COUNTY, for any reason, upon thirty (30) days' prior written notice to the CONSULTANT; or (b) by the CONSULTANT, for any reason, upon thirty (30) days' prior written notice to the COUNTY; or (c) by the mutual Agreement of the parties; or d) as may otherwise be provided below. In the event of the termination of this Agreement, any liability of one party to the other arising out of any Services rendered, or for any act or event occurring prior to the termination, shall not be terminated or released. 8.2 In the event of termination by the COUNTY, the COUNTY's sole obligation to the CONSULTANT shall be payment for those portions of satisfactorily completed work previously authorized by approved Work Order. Such payment shall be determined on the basis of the hours of work performed by the CONSULTANT, or the percentage of work complete as estimated by the CONSULTANT and agreed upon by the COUNTY up to the time of termination. In the event of such termination, the COUNTY may, without penalty or other obligation to the CONSULTANT, elect to employ other persons to perform the same or similar services. 8.3 The obligation to provide services under this Agreement may be terminated by either party upon seven (7) days prior written notice in the event of substantial failure by the other party to perform in accordance with the terms of this Agreement through no fault of the terminating party. 8.4 In the event that the CONSULTANT merges with another company, becomes a subsidiary of, or makes any other substantial change in structure, the COUNTY reserves the right to terminate this Agreement in accordance with its terms. 8.5 In the event of termination of this Agreement, the CONSULTANT agrees to surrender any and all documents prepared by the CONSULTANT for the COUNTY in connection with 48 this Agreement. 8.6 The COUNTY may terminate this Agreement for refusal by the CONSULTANT to allow public access to all documents, papers, letters, or other material subject to the provisions of Chapter 119 Florida Statutes and made or received by the CONSULTANT in conjunction with this Agreement. 8.7 The COUNTY may terminate this Agreement in whole or in part if the CONSULTANT submits a false invoice to the COUNTY. 8.8 CONSULTANT certifies that it and those related entities of respondent as defined by Florida law are not on the Scrutinized Companies that Boycott Israel List, created pursuant to s. 215.4725 of the Florida Statutes, and are not engaged in a boycott of Israel. In addition, if this agreement is for goods or services of one million dollars or more, CONSULTANT certifies that it and those related entities of respondent as defined above by Florida law are not on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, created pursuant to Section 215.473 of the Florida Statutes and are not engaged in business operations in Cuba or Syria. 8.8 OWNER may terminate this Contract if CONSULTANT is found to have submitted a false certification as provided under section 287.135(5), Florida Statutes, been placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or been engaged in business operations in Cuba or Syria, as defined by section 287.135, Florida Statutes. 8.9 OWNER may terminate this Contract if CONSULTANT, including all wholly owned subsidiaries, majority-owned subsidiaries, and parent companies that exist for the purpose of making profit, is found to have been placed on the Scrutinized Companies that Boycott Israel List or is engaged in a boycott of Israel as set forth in section 215.4725, Florida Statutes. 9. TRUTH -IN -NEGOTIATION CERTIFICATE: CONTINGENCY FEES 9.1 Execution of this Agreement by the CONSULTANT shall act as the execution of a truth- in -negotiation certificate certifying that the wage rates and costs used to determine the compensation provided for in this Agreement are accurate, complete and current as of the date of the Agreement and no higher than those charged the CONSULTANT's most favored customer for the same or substantially similar service. The wage rates and costs shall be adjusted to exclude any significant sums should the COUNTY determine that the wage rates and costs were increased due to inaccurate, incomplete or noncurrent wage rates or due to inaccurate representations of fees paid to outside CONSULTANT& The COUNTY shall exercise its rights under this "Certificate" within one (1) year following final payment. COUNTY has the authority and right to audit CONSULTANT's records under this provision. The COUNTY does not hereby waive any other right it may have pursuant to Section 287.055, Florida Statutes, as it may be from time -to -time amended. 9.2 Pursuant to the CONSULTANTS' Competitive Negotiation Act, Section 287.055, Florida Statutes, the CONSULTANT warrants that it has not employed or retained any company or person other than a bona fide employee working solely for the CONSULTANT to solicit or secure this Agreement and that it has not paid or agreed to pay any company or 49 person other than a bona fide employee working solely for the CONSULTANT any fee, commission, percentage fee, gifts or any other considerations, contingent upon or resulting from the award or making of this contract. For breach of violation of this provision, the COUNTY shall have the right to terminate this Agreement without liability and, at its discretion, to deduct from the contract price, or otherwise recover, the full amount of such fee, commission, percentage, gift, or consideration. 10. MISCELLANEOUS PROVISIONS 10.1 Independent Contractor. It is specifically understood and acknowledged by the parties hereto that the CONSULTANT or employees or sub -consultants of the CONSULTANT are in no way to be considered employees of the COUNTY, but are independent contractors performing solely under the terms of the Agreement and not otherwise. 10.2 Merger; Modification. This Agreement incorporates and includes all prior and contemporaneous negotiations, correspondence, conversations, agreements, or understandings applicable to the matters contained herein and the parties agree that there are no commitments, agreements, or understandings of any nature whatsoever concerning the subject matter of the Agreement that are not contained in this document. Accordingly, it is agreed that no deviation from the terms hereof shall be predicated upon any prior or contemporaneous representations or agreements, whether oral or written. No alteration, change, or modification of the terms of this Agreement shall be valid unless made in writing and signed by the CONSULTANT and the COUNTY. 10.3 Governing Law; Venue. This Agreement, including all attachments hereto, shall be construed according to the laws of the State of Florida. Venue for any lawsuit brought by either party against the other party or otherwise arising out of this Agreement shall be in Indian River County, Florida, or, in the event of federal jurisdiction, in the United States District Court for the Southern District of Florida. 10.4 Remedies; No Waiver. All remedies provided in this Agreement shall be deemed cumulative and additional, and not in lieu or exclusive of each other or of any other remedy available to either party, at law or in equity. Each right, power and remedy of the parties provided for in this Agreement shall be cumulative and concurrent and shall be in addition to every other right, power or remedy provided for in this Agreement or now or hereafter existing at law or in equity or by statute or otherwise. The failure of either party to insist upon compliance by the other party with any obligation, or exercise any remedy, does not waive the right to so in the event of a continuing or subsequent delinquency or default. A party's waiver of one or more defaults does not constitute a waiver of any other delinquency or default. If any legal action or other proceeding is brought for the enforcement of this Agreement or because of an alleged dispute, breach, default, or misrepresentation in connection with any provisions of this Agreement, each party shall bear its own costs. 10.5 Severability. If any term or provision of this Agreement or the application thereof to any person or circumstance shall, to any extent, be held invalid or unenforceable for the remainder of this Agreement, then the application of such term or provision to persons or circumstances other than those as to which it is held invalid or unenforceable shall not be affected, and every other term and provision of this Agreement shall be deemed valid and enforceable to the extent permitted by law. 50 10.6 Availability of Funds. The obligations of the COUNTY under this Agreement are subject to the availability of funds lawfully appropriated for its purpose by the Board of County Commissioners of Indian River County. 10.7 No Pledge of Credit. The CONSULTANT shall not pledge the COUNTY's credit or make it a guarantor of payment or surety for any contract, debt, obligation, judgment, lien, or anyform of indebtedness. 10.8 Survival. Except as otherwise expressly provided herein, each obligation In this Agreement to be performed by CONSULTANT shall survive the termination or expiration of this Agreement. 10.9 Construction. The headings of the sections of this Agreement are for the purpose of convenience only, and shall not be deemed to expand, limit, or modify the provisions contained in such sections. All pronouns and any variations thereof shall be deemed to refer to the masculine, feminine or neuter, singular or plural, as the identity of the parties or parties may require. The parties hereby acknowledge and agree that each was properly represented by counsel and this Agreement was negotiated and drafted at arm's-length so that the judicial rule of construction to the effect that a legal document shall be construed against the draftsperson shall be inapplicable to this Agreement. 10.10 Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed to be an original copy and all of which shall constitute but one and the same instrument. 10.11 Public Records Compliance Indian River County is a public agency subject to Chapter 119, Florida Statutes. The Contractor shall comply with Florida's Public Records Law. Specifically, the Contractor shall: (1) Keep and maintain public records required by the County to perform the service. (2) Upon request from the County's Custodian of Public Records, provide the County with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Chapter 119 or as otherwise provided by law. (3) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the contractor does not transfer the records to the County. (4) Upon completion of the contract, transfer, at no cost, to the County all public records in possession of the Contractor or keep and maintain public records required by the County to perform the service. If the Contractor transfers all public records to the County upon completion of the contract, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the contractor keeps and maintains public records upon completion of the contract, the Contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the County, upon request from the Custodian of Public Records, in a format that is compatible with the information technology systems of the County. B. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE 51 APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: (772) 226-1424 publicrecords(ab-ircgov.com Indian River County Office of the County Attorney 180127 th Street Vero Beach, FL 32960 C. Failure of the Contractor to comply with these requirements shall be a material breach of this Agreement. 52 IN WITNESS WHEREOF the parties hereto have executed this Agreement as of the date first written above. Consultant: By Printed Name and Title Date Witness: By Printed Name INDIAN RIVER COUNTY By its Board of County Commissioners By , Chairman Date Approved by BCC: Attest: Jeffrey R. Smith, Clerk of Court And Comptroller By Deputy Clerk Approved: Jason E. Brown County Administrator Approved as to form and legal sufficiency: William K. DeBraal Deputy County Attorney 53 Exhibit 1 — Hourly Rates 54 HOURLY RATES "DESIGNING QLIALITY ARCHITF,CTURE THAT BUILDS LASTING RELATIONSHIPS" EXHIBIT A CPZ Architects, Inc. Hourly Rates January 1st, 2018 Personnel Hourly Rate Principal $ 185 per hr. Sr. Project Manager $ 150 per hr. Project Designer $ 150 per hr. Project Manager $ 135 per hr. Associate Architect $ 110 per hr. Administration $ 85 per hr. CPZ ARCHITECTS, INC. 4316 WEST 13ROWARD BOULEVARD PLANTATION FLORIDA 33317 200 N. GL MAR DZLVE, SUITE 200, JFNSEN BEACH, FLORLD¢¢34957 TEL (954}i;1-8525 AAH 26000685 W WW.CMARCHITECTS.COM Exhibit 1 — Hourly Rates Donadio and Associates Standard Hourly Billing Rates as of October 24, 2018 Architectural Staff Hourly Rates Principal $200.00 Senior Project Manager $175.00 Project Manager $135.00 CADD Manager $135.00 CADD Technician 1 $100.00 CADD Technician 11 $ 90.00 CADD Technician III $ 85.00 Intern Architect $100.00 Office Manager $ 85.00 Administrative Assistant $ 65.00 Receptionist $ 60.00 Technical Support $ 55.00 The rates set forth above are adjusted annually in accordance with Donadio and Associates normal salary review processes. 56 Exhibit 1 — Hourly Rates CONTINUING ARCHITECTURAL SERVICES FOR INDIAN RIVER COUNTY PROPOSED HOURLY RATE SCHEDULE FOR TSARK ARCHITECTURE, LLC POSITION HOURLY RATE Principal $160 Project Architect $140 Project Engineer $140 Project Manager $105 Architectural Designer $90 Administrative $60 57 Exhibit 1 — Hourly Rates EDLUND, DRITENBAS, BINKLEYARCHITECTS & ASSOCIATES, INC. 65 Royal Patin Pointe, Suite -D, Vero Beach, Florida 32960 RATE SCHEDULE - REGISTERED PRINCIPAL ARCHITECT $175.00 PER HOUR REGISTERED PROJECT ARCHITECT $145.00 PER HOUR INTERN ARCHITECT 5105.00 PER HOUR TECHNICAL LEVEL ONE - SENIOR CADD MANAGER S 85.00 PER HOUR TECHNICAL LEVEL TWO — CADD DESIGNER $ 75.00 PER HOUR CLERICAL AND ACCOUNTING S 55.00 PER HOUR EXPERT WITNESS TESTIMONY REGISTERED PRINCIPAL ARCHITECTS $350.00 PER HOUR REGISTERED PROJECT ARCHITECTS $250.00 PER HOUR 13 58 Architecture/Planning: Architectural Building Corp Staff Category base overhead profit 'loaded" (modify as necessary) rate/hour multiplier multiplier rate/hour Principal $120.00 Project Manager $105.00 Project Architect $100.00 Designer I I 1 $65.00 Specifications Writer $50.00 Cost Estimator $50.00 Construction Admin. $65.00 Architectural Intern $45.00 CADD Operator $65.00 Tech. Word Processor $35.00 Structural Engineer $120.00 Mech./Elec./Plumb.: BEED ENGINEERING Staff Category base overhead profit 'loaded" (modify as necessary) rate/hour multiplier multiplier rate/hour Sr. Mechanical Engineer 120 MEP Engineer 105 Specifications Writer 40 Draftsperson/CADD Operator I I 1 60 59 CONSENT INDIAN RIVER COUNTY, FLORIDA MEMORANDUM TO: Jason E. Brown, County Administrator THROUGH: Richard B. Szpyrka P.E., Public Works Director James W. Ennis, P.E., PMP, County Engineer FROM: William Johnson P.E., Roadway Production Engineer SUBJECT: Award of Bid No. 2019008 Gifford Neighborhood 45th Street Beautification Project Phase II (IRC -1748) DATE: October 30, 2018 DESCRIPTION AND CONDITIONS On August 15th, 2017 the Board of County Commissioners approved the Continuing Contract for Professional Services Work Order No. 14 with Kimley-Horn & Associates, Inc. Work Order No. 14 addresses Action Item 9.3 of the Gifford Neighborhood Plan, which was scheduled for completion by 2018. Under Action 9.3 the County agreed to improve and beautify the segment of 45th Street from 43rd Avenue to US #1 with Phase II improvements. The improvements would include enclosing Sub-lateral'H' canal byculverting certain portions of the canal on the south side of 45th Street, adding a 6 -foot sidewalk, and adding landscaping improvements. As project developed, culverting of the entire canal from Lateral H to east of 43rd Avenue was anticipated by the Gifford Community. This project was originally advertised and a single bid opened on May 23rd, 2018 in its entirety to construct these improvements. A single bidder responded with a bid totaling $3,545,744.00, which was considerably higher than the engineer's estimate. The board rejected the single bid on July 3rd, 2018 and authorized staff to rebid. Due to regional industry -wide material shortage for the main pipe sizes specified for the project, an invitation to bid to supply concrete pipe material for this project was issued on July 11th, 2018 in an effort to allow for additional bidders for the overall project. The successful bidder for pipe supplier was Hydro Conduit LLC d/b/a Rinker Materials for $915,842.70. This project was re -advertised with pipe material omitted on September 16th, 2018. Seven (7) qualified bids were received and opened. A detailed bid tabulation is on file and available for viewing in the County Engineering Division. A bid opening for the project was held on October 24th, 2018. Bid totals are as follows: Johnson -Davis, Inc. Timothy Rose Contracting, Inc. PRP Construction Group, LLC CK Contractors & Development, LLC Engecon Construction, Inc. Blue Goose Growers, LLC Fort Pierce, Florida Vero Beach, Florida Indiantown, Florida West Palm Beach, Florida Lake Worth, Florida Fort Pierce, Florida Guettler Brothers Construction, LLC Fort Pierce, Florida *Denotes mathematical errors were found and bid amount corrected. $2,365,850.00 $2,374,104.17 $2,476,573.55* $2,823,420.00 $3,188,658.85 $3,339,303.55* $3,434,819.00 60 Page 2 of 2 Award of Bid 2019008 BCC Agenda Item for November 13", 2018 Johnson -Davis, Inc. is considered to be the lowest, responsive, responsible bidder for the project with a bid totaling $2,365,850.00. Johnson -Davis, Inc. bid was above the Engineer's Estimate of $2,167,421.95 at a cost difference of $198,428.05. The combination of securing industry -wide material shortage and rebid has yielded a cost savings to the County of $264,051.30 over the single. bid received from the original advertisement on May 23rd, 2018. Johnson -Davis, Inc. has successfully completed numerous drainage improvement construction projects within the State of Florida for local municipalities, including Indian River County and the Florida Department of Transportation. FUNDING Johnson -Davis, Inc. bid for this project was $2,365,850.00. Funding is available in Account No. 10921441- 066510-03023/Secondary Roads/45th Street Beautification ("West End" Culverting - Construction). RECOMMENDATION Staff recommends the Board approve award to the lowest responsive and responsible bidder, Johnson - Davis, Inc. for $2,365,850.00. Staff further recommends the Board approve the sample agreement and authorize the Chairman to execute said agreement after review and approval of both the agreement and required Public Construction Bond by the County Attorney as to form and legal sufficiency, and the receipt and approval of required insurance by the Risk Manager. ATTACHMENT Sample Agreement APPROVED AGENDA ITEM FOR November 13th, 2018 61 C:\Users\legistar\AppData\Local\Temp\BCLTechnologies\easyPDF 8\@BCL@240DD28A\@BCL@24ODD28A.doe SECTION 00520 - Agreement (Public Works) TABLE OF CONTENTS Title Page ARTICLE1- WORK.................................................................................................................................2 ARTICLE2 -THE PROJECT.............................................................................................................2 ARTICLE3 — ENGINEER................................................................ 4�..................................... 2 U ARTICLE 4 - CONTRACT TIMES........................................................................ Z�X............. 2 ARTICLE 5 - CONTRACT PRICE ............... . .... ............. ...................... 3 ARTICLE 6 - PAYMENT PROCEDURE ......................................................................................... 3 ARTICLE 7 - INDEMNIFICATION........................................................................................... 5 ARTICLE 8 - CONTRACTOR'S REPRESENTATIONS�.................................................................. 5 ARTICLE 9 - CONTR`ACT DOCUMENTS:............................................................................................ 6 ARTI '�............................................................................................. 7 [THE REMAINDER OF THIS PAGE WAS LEFT BLANK INTENTIONALLY] @BCL@6COD3FB8.&2 00520-1 C:\UsersVegistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@a BCL@6COD3FB8\@BCL@6COD3FB8.doc SECTION 00520 - Agreement (Public Works) THIS AGREEMENT is by and between INDIAN RIVER COUNTY, a Political Subdivision of the State of Florida organized and existing under the Laws of the State of Florida, (hereinafter called OWNER) and (hereinafter called CONTRACTOR). OWNER, and CONTRACTOR, in consideration of the mutual agree as follows: ARTICLE 1 - WORK 1.01 CONTRACTOR shall complete all Work as,specifie Documents. The Work is generally described as follows; The project includes piping approx m� ately 3;801 Farms Water Control District A-7 Canal, construction landscaping improvements. ARTICLE 2 - THE PROJECT C,\\\\) ) 2.01 The Project for which the Work part is generally described as fc Project Name: Stn>, County Project ber Bid`Number: Vero�Beach, Florida 32967 nts hereinafter set forth, C linear feet 11 of 6'v in the Contract River and ments may be the whole or only a CT PHASE I 3.01 The'Indian River�County Public Works Department is hereinafter called the ENGINEER and will dc— as 0WNER's representative, assume all duties and responsibilities, and have the rights and authority assigned to ENGINEER in the Contract Documents in connection with the completion,of the Work in accordance with the Contract Documents. ARTICLE 4 - CONTRACT TIMES 4.01 Time of the Essence A. All time limits for Milestones, if any, Substantial Completion, and completion and readiness ' for final payment as stated in the Contract Documents are of the essence of the Contract. 4.02 Days to Achieve Substantial Completion, Final Completion and Final Payment A. The Work will be substantially completed on or before the 180th calendar day after the date when the Contract Times commence to run as provided in paragraph 2.03 of the @BCL@6COD3FB8f)3 00520-2 C:\UsersUegistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@6COD3FB8\@BCL@6COD3FB8.doc General Conditions and completed and ready for final payment in accordance with paragraph 14.07 of the General Conditions on or before the 290th calendar day after the date when the Contract Times commence to run. 4.03 Liquidated Damages A. CONTRACTOR and OWNER recognize that time is of the essence of this Agreement and that OWNER will suffer financial loss if the Work is not completed within the times specified in paragraph 4.02 above, plus any extensions thereofallowed in accordance with Article 12 of the General Conditions. Liquidated damages will commence for this portion of work. The parties also recognize the delays, expense, and difficulties involved in proving in a legal proceeding the actual loss suffered by OWNER if'the Work -is not completed on time. Accordingly, instead of requiring any such proof,O�W,NEWand CONTRACTOR agree that as liquidated damages for delay (but not as a penalty),ZCONTRACTOR shall pay OWNER $1,665.00 for each calendar day that expires after\,the time specified in paragraph 4.02 for Substantial Completion until the Work is substantially complete. After Substantial Completion, if CONTRACTOR shall neglect, refuse, or ,failwto�complete the remaining Work within the Contract/Time-or,�ny proper,\�xtension thereof granted by OWNER, CONTRACTOR shall pay OWNER $1,665.00 for each calendar day that expires after the time specified in paragraph 4M\for completion and readiness for final payment until the Work is completed and ready for`final,payment., 5.01 OWNER shall pay`CONTRACTOR ,for completion of the Work in accordance with the Contract Documents`a\\amount.in1current funds equal to the sum of the amounts determined pursuant to paragraph -5.0'1 rA and summarized in paragraph 5.01.13, below: A. For all Work;�t'th ej B.T E CONTRACT` Numerical Amou Written Amount: 1 1 { �J ARTICLE 6 - PAYMENT PROCEDURES 6.01 Submittal and Processing of Payments 's Bid, attached hereto as an exhibit. and deductions provided in the Contract: A. CONTRACTOR shall submit Applications for Payment in accordance with Article 14 of the General Conditions. Applications for Payment will be processed by ENGINEER as provided in the General Conditions and the Contract Documents. 6.02 Progress Payments. @BCL@6COD3FB8" 00520-3 C:\UsersVegistaMppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@6COD3FB8\@BCL@6COD3FB8.doc A. The OWNER shall make progress payments to the CONTRACTOR on the basis of the approved partial payment request as recommended by ENGINEER in accordance with the provisions of the Local Government Prompt Payment Act, Florida Statutes section 218.70 et. seq. The OWNER shall retain ten percent (10%) of the payment amounts due to the CONTRACTOR until fifty percent (50%) completion of the work. After fifty percent (50%) completion of the work is attained as certified to OWNER by ENGINEER in writing, OWNER shall retain five percent (5%) of the payment amount due to CONTRACTOR until final completion and acceptance of all work to be performed by CONTRACTOR under the Contract Documents. Pursuant to Florida Statutes section 218.735(8)(b), fifty percent (50%) completion means the point at which the County as OWNER has expended fifty percent (50%) of the total cost of the construction services work purchased under the Contract Documents, togetherwith all costs associated with existing change orders and other additions or�mo6fications to the construction services work provided under the Contract Documents., 6.03 Pay Requests. A. Each request for a progress payment -shall 'b submitted on-,th�e`application for 11 N payment form supplied by OWNER -and the application for payment shall contain the CONTRACTOR'S certification. All progress payments will\be on the basis of progress of the work meaosured. by the schedule 8iwalues established, or in the case of unit price work based .n the number of units completed. After fifty percent (50%) completion;\ and\\pursuant to Florida Statutes section 218.735(8)(d), the CONTRACTOR may submit a pay request to the County as OWNER for up to one half (1/2),of�the retainage held by the County as OWNER, and the CoAlasOWNER shaVpromptly make payment to the CONTRACTOR unless sucli,amounts are the subject of a good faith dispute; the subject of a claim pursuant,to�Flori a Statutes seetion� 255.05(2005); or otherwise the subject of a -claim or demand by.the­County as OWNER or the CONTRACTOR. The CONTRACTOR acknowledges that where such retainage is attributable to the labor -,services, or materials supplied by one or more subcontractors or suppliers, the Contracto -shall timely remit payment of such retainage to those subcontractors and suppliers. Pursuant to Florida Statutes section 218.735(•8)1(c)(2005 'CONTRACTOR further acknowledges and agrees that: 1) the Count'yy as�OWNER shall receive immediate written notice of all decisions made= -by CONTRACTOR to withhold retainage on any subcontractor at greater than-- fve\ percent (5%) after fifty percent (50%) completion; and 2) CONTRACTOR: will not seek release from the County as OWNER of the withheld retainage until the final pay request. 6.04 Paragraphs'�6.02'and 6.03 do not apply to construction services work purchased by the County as OWNER which are paid for, in whole or in part, with federal funds and are subject to federal grantor laws and regulations or requirements that are contrary to any provision of the Local Government Prompt Payment Act. In such event, payment and retainage provisions shall be governed by the applicable grant requirements and guidelines. 6.05 Acceptance of Final Payment as Release. A. The acceptance by the CONTRACTOR of final payment shall be and shall operate as a release to the OWNER from all claims and all liability to the CONTRACTOR other than claims in stated amounts as may be specifically excepted by the @BCL@6C0D3FB8f)5 00520-4 C:\UsersVegistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@6COD3FB8\@BCL@6COD3FB8.doc CONTRACTOR for all things done or furnished in connection with the work under this Contract and for every act and neglect of the OWNER and others relating to or arising out of the work. Any payment, however, final or otherwise, shall not release the CONTRACTOR or its sureties from any obligations under the Contract Documents or the Public Construction Bond. ARTICLE 7 - INDEMNIFICATION 7.01 CONTRACTOR shall indemnify OWNER, ENGINEER, and others in accordance with paragraph 6.20 (Indemnification) of the General Conditions tofthe Construction Contract. ARTICLE 8 - CONTRACTOR'S REPRESENTATIONS 8.01 In order to induce OWNER to enter into this Agreement CONTRACTOR makes the following representations: 1�1 A. CONTRACTOR has examined and carefully -studied the Contract "'Doc um ents and the other related data identified in the Bidding -Documents. B. CONTRACTOR has visited the Site and 'become familiar with and is satisfied as to the general, local, and Site conditionsthat may affect cost, progress„and performance of the Work. � \`� � � �` C. CONTRACTOR is familiar with a Regulations that may ffect cost, I federal, state, and local Laws and fiance of the Work. D. CONTRACTOR has 'carefully 'studidd gall: `(,l')j reports of explorations and tests of subsurface -conditions atbr contiguous�to\the Site and all drawings of physical conditions in or relating,- tosurface or subsurface structures at or contiguous to the Site (except Undergro nd�Facilities\whic"ave been identified in the Supplementary Conditions as. provided h�pa agraph,4.02 of the General Conditions and (2) reports and drawings of a�Hazardous�Environmental Condition, if any, at the Site which have been 1-1 identified in the SupplementaryyConditions as provided in paragraph 4.06 of the General `Conditions. E. CONTRACTOR has obtained and carefully studied (or assumes responsibility for having done so) all additional�or supplementary examinations, investigations, explorations, tests, studies, and data�concerning conditions (surface, subsurface, and Underground Facilities) at or contiguous to, he Site which may affect cost, progress, or performance of the Work or which relate -to any aspect of the means, methods, techniques, sequences, and procedures of construction to be employed by CONTRACTOR, including applying the specific means, methods, techniques, sequences, and procedures of construction, if any, expressly required by the Contract Documents to be employed by CONTRACTOR, and safety precautions and programs incident thereto F. CONTRACTOR does not consider that any further examinations, investigations, explorations, tests, studies, or data are necessary for the performance of the Work at the Contract Price, within the Contract Times, and in accordance with the other terms and conditions of the Contract Documents. G. CONTRACTOR is aware of the general nature of work to be performed by OWNER and others at the Site that relates to the Work as indicated in the Contract Documents. @BCL@6COD3FB8” 00520-5 C:\UsersUegistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@6COD3FB8\@BCL@6COD3FB8.doc H. CONTRACTOR has correlated the information known to CONTRACTOR, information and observations obtained from visits to the Site, reports and drawings identified in the Contract Documents, and all additional examinations, investigations, explorations, tests, studies, and data with the Contract Documents. 1. CONTRACTOR has given ENGINEER written notice of all conflicts, errors, ambiguities, or discrepancies that CONTRACTOR has discovered in the Contract Documents, and the written resolution thereof by ENGINEER is acceptable to CONTRACTOR. J. The Contract Documents are generally sufficient to indicate all terms and conditions for performance and furnishing of th ARTICLE 9 - CONTRACT DOCUMENTS W A. The Contract Documents consist of the This Agreement (pages 00520-1 2. Notice to Proceed (page 3. Public Construction Bond 4. Sample Ce 5. Contractor's Appl 10. Suppleme convey understanding of rk. to 00622-6 inclusive); es 00630-1 to 00630-2, inclusive); Work (pages 00632-1 to 00632-2, inclusive); Certification as to Elevations and Locations of the es 00700-1 to 00700-45, inclusive); ns (pages 00800-i to 00800-11, inclusive); 11. Specifications as listed in Division 1 (General Requirements) and Division 2 (Technical Provisions); 12. Drawings consisting of a cover sheet and sheets numbered 1 through 58, inclusive, with each sheet bearing the following general title: 45th STREET BEAUTIFICATION PROJECT PHASE II; 13. Addenda (if applicable ); 14. Appendices to this Agreement (enumerated as follows): Appendix A — Permits @BCL@6COD3FB8.1567 00520-6 CAUsers\legistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@6COD3FB8\@BCL@6COD3FB8.doc Appendix B — Indian River County Fertilizer Ordinances Appendix C — Indian River County Traffic Engineering Division Special Conditions For Right -of -Way Construction 15. CONTRACTOR'S BID (pages 00310-1 to 00310-8, inclusive); 16. Bid Bond (page 00430-1); 17. Sworn Statement Under Section 105.08, Indian River County Code, on Disclosure of Relationships (pages 00452-1 to 00452-2, inclusive); 18. Sworn Statement Under the Florida Trench Safety Act pages 00454-1 to 00454-2, inclusive); 19. Qualifications Questionnaire (page 00456-1 to 20. List of Subcontractors (page 00458-1); _ ""\\� 21. The following which may be delivered orlssued on or after the Effective Date of the Agreement and are not attached hereto a) Written Amendments; b) Work Change Directives f c) Change Order(s); 10.01 Terms ,= A. Terms used ih this Agreement will'have the meanings indicated in the General Conditions. 10.02Asignment of contract A. (.'s o`assignment�y a parry hereto of any rights under or interests in the Contract will be binding. -on -another party hereto without the written consent of the party sought to be bound; and, specifibally-but without limitation, moneys that may become due and moneys that are due may not be assigned without such consent (except to the extent that the effect of this_re'striction may be limited by law), and unless specifically stated to the contrary in any -written consent to an assignment, no assignment will release or discharge the assignor from any duty or responsibility under the Contract Documents. 10.03 Successors and Assigns A. OWNER and CONTRACTOR each binds itself, its partners, successors, assigns, and legal representatives to the other party hereto, its partners, successors, assigns, and legal representatives in respect to all covenants, agreements, and obligations contained in the Contract Documents. 10.04 Severability @BCL@6COD3FB8.* 00520-7 C:\UsersVegistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@6COD3FB8\@BCL@6COD3FB8.doc A. Any provision or part of the Contract Documents held to be void or unenforceable under any Law or Regulation shall be deemed stricken, and all remaining provisions shall continue to be valid and binding upon OWNER and CONTRACTOR, who agree that the Contract Documents shall be reformed to replace such stricken provision or part thereof with a valid and enforceable provision that comes as close as possible to expressing the intention of the stricken provision. 10.05 Venue A. This Contract shall be governed by the laws of the State of Florida. Venue for any lawsuit brought by either party against the other party or otherwise arising out of this Contract shall be in Indian River County, Florida, or, in the event of a�federal jurisdiction, in the United States District Court for the Southern District of Florida. 10.06 Public Records Compliance A. Indian River County is a public agency subject�to Chapter 11,9,`F,lorida Statutes. The Contractor shall comply with Florida's Public Records Law. Specifically, the Contractor shall: \ ",</ (1) Keep and maintain public records'required bythe,County'to perform�the service. (2) Upon request from the County's\Custodian�,,Public Records, provide the County with a copy of the requested records o'r��all'ow the�cecords to be inspected or copied within a reasonable time at a cost that doeZriot�exceed the cost provided in Chapter 119 or as otherwise provided by law. \, \\ '7\ (3) Ensure that public Fe rds`at ar6, exempt\or confidential and exempt from public records disclosure requirements are not d`sclosed)except as authorized by law for the duration of the -contract term end following,completion of the contract if the contractor does not transfer the records to the County. ���\ at no cost, to the Count all public records in (4) Upon completion ofthe�contracttransfer, y possession of the Contractor or keep and maintain public records required by the County to perto,rm the service.\l�the�ont ar ctor transfers all public records to the County upon completion of the contract:"'the Contractor shall destroy any duplicate public records that are exempt -or confider ial�and exempt from public records disclosure requirements. If the contra ctor_keeps�and maintains public records upon completion of the contract, the Contractor shall meet\aii�applicable requirements for retaining public records. All records stored electronically must be provided to the County, upon request from the Custodian of Public Records,_in a format that is compatible with the information technology systems of the County. K_—"' [The remainder of this page was left blank intentionally] @BCL@6COD3FB8.9 00520-8 C:\UsersVegistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@6C0D3FB8\@BCL@6COD3FB8.doc B. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: (772) 226-1424 publicrecordsCcD-ircgov.com Indian River County Office of the County Attorney 1801 27' Street Vero Beach, FL 32960 C. thi breach of @BCL@6C0D3FB8.7(q 00520-9 C:\UsersVegistar\HppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@6COD3FB8\@BCL@6COD3FB8.doc IN WITNESS WHEREOF, OWNER and CONTRACTOR have signed this Agreement in duplicate. One counterpart each has been delivered to OWNER and CONTRACTOR. All portions of the Contract Documents have been signed or identified by OWNER and CONTRACTOR or on their behalf. This Agreement will be effective on , 20_ (the date the Contract is approved by the Indian River County Board of County Commissioners, which is the Effective Date of the Agreement). OWNER: INDIF By: _ By: _ APPF SUFF By: _ I Jeffre Attest (SEAT Desig NamE Title: 1801 Vero (772) Facsi CONTRACTOR: Phone: Facsimile: (If CONTRACTOR is a corporation or a partnership, attach evidence of authority to sign.) * * END OF SECTION * * @BCL@6C0D3FB8.ft 00520-10 C:\Users\legistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@6COD3FB8\@BCL@6CO03FB8.doc 7 CONSENT0 INDIAN RIVER COUNTY, FLORIDA MEMORANDUM TO: Jason E. Brown, County Administrator THROUGH: Richard B. Szpyrka, P.E., Public Works Director FROM: Andy P. Sobczak, Infrastructure Project Manager SUBJECT: Award of Bid No: 2019016 US Highway 1 Landscaping - South County Line to Oslo Road DATE: November 2, 2018 DESCRIPTION AND CONDITIONS In response to numerous requests from citizens for landscaping along the section of US Highway 1 located between Oslo Road and Highlands Drive SE, on February 7, 2017, the Board of County Commissioners approved Work Order No. 9 with Kimley-Horn & Associates, Inc. to design a landscape plan for US Highway 1. At that time, the Board of County Commissioners also authorized expenditure of $100,000.00 from the County's Tree Ordinance Fund as a grant - match for a forthcoming Florida Highway Beautification Council Highway Beautification Grant application. Following submittal of the Grant application, Countystaff received notification in late 2017 that it was one of ten state-wide recipients of the 2018 Highway Beautification Grant, and that the total grant award was $82,067.90. Following notice of the Grant, the project plans were finalized and the project was advertised. At the bid opening on August 1, 2018, no bids were received for the project. One reason for the lack of bids was the requirement that only Florida Department of Transportation (FDOT) pre -approved landscaping contractors could bid on the Grant funded project. This requirement narrowed the pool of eligible contractors to less than 20 state-wide. To address this, the County's Purchasing Division staff reached out individuallyto pre -qualified landscaping contractors in preparation for re -bidding the project. On September 9, 2018 the project was advertised for the second time, and at the bid opening on October 3, 2018, two (2) qualified bids were received. The successful bidders and their respective bids are as follows: 1) Green Construction Technologies, Inc. $373,659.52 2) Sunshine Land Design, Inc. $408,952.92 Green Construction Technologies, Inc. is lowest, responsive, responsible bidder for the project with a bid of $373,659.52. Green Construction Technologies, Inc. has successfully completed numerous landscape beautification projects, including several highway median landscaping 72 Page 2 Award of Bid No: 201901 US Highway 1 Landscaping — South County Line to Oslo Road November 13, 2018 projects in Florida. Green Construction Technologies, Inc.'s bid is $147,636.27 above the engineer's cost estimate of $226,023.25. Following the Contractor's completion of the project, and the 90 -day establishment period, the County will assume maintenance forthe new landscaping material. Although the County's Road and Bridge Division already maintains the medians within the project limits, including regular mowing, the new landscaping will require additional maintenance. It is estimated that the additional annual expense to maintain the landscaping will be $ 25,000.00. ANALYSIS While both bids received are significantly higher than the engineer's cost estimate which was completed in 2017, the recent acceleration in construction activity, much of which includes a landscaping component, has caused the price of landscaping material to rise dramatically. Since the lowest, responsive, responsible contractor's bid is above the $182,067.90 available for the project ($82,067.90 Grant award plus the $100,000.00 grant -match from the County's Tree Ordinance Fund), the Board of County Commissioners would need to authorize expenditure of an additional $191,591.62 to complete the project. FUNDING Although not currently budgeted, funding for the project is available in the County's Tree Ordinance Fund. Funding in the amount of $82,067.90 is available through the 2017 award of a Highway Beautification Grant to Indian River County. In addition to the Grant's award of $82,067.90, $291,591.62 is needed from the County's Tree Ordinance Fund to award the project,to Green Construction Technologies, Inc. in the amount of $373,659.52. Following a budget amendment, the project can be funded from the Tree Ordinance Fund/Cash Forward -Oct 1st, and expensed to Tree Ordinance Fund/Parks/Other Professional Services/FL Highway Beautification Grant, Account No. 11721072-033190-19801. RECOMMENDATION Staff recommends that the Board of County Commissioners: 1) Authorize the expenditure of $291,591.62 from the County's Tree Ordinance Fund, $100,000.00 of which was previously authorized at the February 7, 2017 Board of County Commissioners meeting, for completion of the US Highway 1 Landscaping Project. 73 C:\Users\legistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@A023C2DI\@BCL@AO23C2DI.doc Page 3 Award of Bid No: 201901 US Highway 1 Landscaping — South County Line to Oslo Road November 13, 2018 2) Award the project to Green Construction Technologies, Inc. in the amount of $373,659.52, and approve the sample agreement and authorize the Chairman to execute said agreement after receipt and approval of the required Public Construction Bond and Certificate of Insurance, and after the County Attorney has approved the agreement as to form and legal sufficiency. ATTACHMENT Sample Agreement APPROVED AGENDA ITEM FOR NOVEMBER 13, 2018 74 C:\Users\legistar\AppData\Local\Temp\BCL Technologics\easyPDF 8\@BCL@,A023C2DI\@BCL@AO23C2DI.doe SAMPLE AGREEMENT THIS AGREEMENT is by and between INDIAN RIVER COUNTY, a Political Subdivision of the State of Florida organised and existing under the Laws of the State of Florida, (hereinafter called OWNER) and (hereinafter called CONTRACTOR). OWNER and CONTRACTOR, in consideration of the mutual covenants hereinafter set forth, agree as follows: ARTICLE 1- WORK CONTRACTOR shall complete all Work as specified or indicated in the Contract Documents. The Work is generally described as follows: This beautification project consists of the installation of landscaping improvements within the medians of US Highway 1 between Oslo Road and the South County line. This project includes clearing and grubbing, placement of a soil amendment layer, and planting a total of 10,568 trees, shrubs, and ground cover plants. In order to be eligible to complete this project, the contractor must be a FDOT pre -qualified Landscaping Contractor. For a list of FDOT pre -qualified Landscaping Contractors in Florida, please visit the following link and type LANDSCAPING into the 'Enter Work Class' box: https.11fdotwol.dot.state.fl. uslcontractorpregualification/public/PrepualifiedVendor5earch. aspx All work performed by the contractor under this contract shall conform to the applicable Florida Department of Transportation (FDOT) Design Standards FY2018-19. http://www.fdot. povldesignlstandardplans/DS.shtm FDOT Standard Specifications for Road and Bridge Construction July 2018. http://www.fdot. pov/progrommanagementlimplementedISpecBooksl ARTICLE 2 -THE PROJECT The Project for which the Work under the Contract Documents may be the.whole or only a part is generally described as follows: Project Name: US HIGHWAY 1 LANDSCAPING — SOUTH COUNTY LINE TO OSLO ROAD (IRC -1631) . Bid Number: 2019016 ARTICLE 3 - CONTRACT TIMES 3.01 Time of the Essence A. All time limits for Milestones, if any, Substantial Completion, and completion and readiness for final payment as stated in the specifications are of the essence of the Agreement. C:\Users\iegistar\AppData\Local\Temp\BCLTechnologies\easyPDF 8\@BCL@940D13B4\@BCL@94OD13B4.docx 75 3.02 Days to Achieve Substantial Completion, Final Completion and Final Payment A. The Work will be substantially completed on or before the 60 calendar day after the date when the Contract Times commence to run as provided in the Notice to Proceed and completed and ready for final payment in accordance with the Notice to Proceed on or before the 90 calendar day after the date when the Contract Times commence to run. 3.03 Liquidated Damages A. CONTRACTOR and OWNER recognize that time is of the essence of this Agreement and that OWNER will suffer financial loss if the Work is not completed within the times specified in paragraph 3.02 above, plus any extensions thereof allowed in writing as a change order to this Agreement. Liquidated damages will commence for this portion of work. The parties also recognize the delays, expense, and difficulties involved in proving in a legal proceedingthe actual loss suffered by OWNER if the Work is not completed on time. Accordingly, instead of requiring any such proof, OWNER and CONTRACTOR agree that as liquidated damages for delay (but not as a penalty), CONTRACTOR shall pay OWNER $964.00 for each calendar day that expires after the time specified in paragraph 3.02 for completion and readiness for final payment until the Work is completed and ready for final payment. ARTICLE 4 - CONTRACT PRICE 4.01 OWNER shall pay CONTRACTOR for completion of the Work an amount in current funds equal to the sum of the amounts determined pursuant to paragraph 4.01.A and summarized in paragraph 4.01.6, below: A. For all Work, at the prices stated in CONTRACTOR's Bid, attached hereto as an exhibit. B. THE CONTRACT SUM subject to additions and deductions provided in the Contract Documents: Numerical Amount: $ Written Amount: ARTICLE 5 - PAYMENT PROCEDURES 5.01 Progress Payments. A. The OWNER shall make progress payments to the CONTRACTOR on the basis of the approved partial payment request as recommended by ENGINEER in accordance with the provisions of the Local Government Prompt Payment Act, Florida Statutes section 218.70 et. seq. The OWNER shall retain ten percent (10%) of the payment amounts due to the CONTRACTOR until fifty percent (50%) completion of the work. After fifty percent (50%) C:\Users\legistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@940D13B4\@BCL@940D13B4.dOcx 76 3 completion of the work is attained as certified to OWNER by ENGINEER in writing, OWNER shall retain five percent (5%) of the payment amount due to CONTRACTOR until final completion and acceptance of all work to be performed by CONTRACTOR under the Contract Documents. Pursuant to Florida Statutes section 218.735(8)(b), fifty percent (50%) completion means the point at which the County as OWNER has expended fifty percent (50%) of the total cost of the construction services work purchased under the Bid and Specification Documents, together with all costs associated with existing change orders and other additions or modifications to the construction services work provided under the Contract Documents. 5.02 Pay Requests. A. Each request for a progress payment shall be submitted on the application for payment form supplied by OWNER and the application for payment shall contain the CONTRACTOR'S certification. All progress payments will be on the basis of progress of the work measured by the schedule of values established, or in the case of unit price work based on the number of units completed. After fifty percent (50%) completion, and pursuant to Florida Statutes section 218.735(8)(d), the CONTRACTOR may submit a pay request to the County as OWNER for up to one half (1/2) of the retainage held by the County as OWNER, and the County as OWNER shall promptly make payment to the CONTRACTOR unless such amounts are the subject of a good faith dispute; the subject of a claim pursuant to Florida Statutes section 255.05(2005); or otherwise the subject of a claim or demand by the County as OWNER or the CONTRACTOR. The CONTRACTOR acknowledges that where such retainage is attributable to the labor, services, or materials supplied by one or more subcontractors or suppliers, the Contractor shall timely remit payment of such retainage to those subcontractors and suppliers. Pursuant to Florida Statutes section 218.735(8)(c)(2005), CONTRACTOR further acknowledges and agrees that: 1) the County as OWNER shall receive immediate written notice of all decisions made by CONTRACTOR to withhold retainage on any subcontractor at greater than five percent (5%) after fifty percent (50%) completion; and 2) CONTRACTOR will not seek release from the County as OWNER of the withheld retainage until the final pay request. 5.03 Paragraphs 5.01 and 5.02 do not apply to construction services work purchased by the County as OWNER which are paid for, in whole or in part, with federal funds and are subject to federal grantor laws and regulations or requirements that are contrary to any provision of the Local Government Prompt Payment Act. In such event, payment and retainage provisions shall be governed by the applicable grant requirements and guidelines. 5.04 Acceptance of Final Payment as Release. A. The acceptance by the CONTRACTOR of final payment shall be and shall operate as a release to the OWNER from all claims and all liability to the CONTRACTOR other than claims in stated amounts as may be specifically excepted by the CONTRACTOR for all things done or furnished in connection with the work under this Agreement and for every act and neglect of the OWNER and others relating to or arising out of the work. Any payment, however, final or otherwise, shall not release the CONTRACTOR or its sureties from any obligations under this Agreement, the Invitation to Bid or the Public Construction Bond. C:\Users\legistar\AppData\Local\Temp\BCLTechnologies\easyPDF 8\@BCL@940D13B4\@BCL@940D13B4.docx 77 4 ARTICLE 6 — PUBLIC CONSTRUCTION BOND 6.01 Within fifteen (15) days of receipt of the Contract Documents for execution, the CONTRACTOR shall furnish a Public Construction Bond in an amount equal to 100% of the Contract Price. If bid does not exceed $100,000, no Public Construction Bond will be required. A. In lieu of the Public Construction Bond, the CONTRACTOR may furnish an alternative form of security in the form of cash, money order, certified check, cashier's check, irrevocable letter of credit or a security as listed in Part II of F.S. Chapter 625. Any such alternative form of security shall be for the same purpose, and be for the same amount and subject to the same conditions as those applicable to the bond otherwise required. The determination of the value of an alternative form of security shall be made by the OWNER. B. Such Bond shall continue in effect for one (1) year after acceptance of the Work by the OWNER. C. The OWNER shall record the Public Construction Bond with the Public Record Section of the Indian River County Courthouse located at 2000 16th Avenue, Vero Beach, Florida 32960. ARTICLE 7 - INDEMNIFICATION 7.01 CONTRACTOR shall indemnify and hold harmless the OWNER, and its commissioners, officers, employees, and agents, from liabilities, damages, losses and costs, including, but not limited to, reasonable attorney's fees, to the extent caused by the negligence, recklessness, or intentional wrongful misconduct of the CONTRACTOR and persons employed or utilized by the CONTRACTOR in the performance of the Work. ARTICLE 8 - CONTRACTOR'S REPRESENTATIONS 8.01 In order to induce OWNER to enter into this Agreement CONTRACTOR makes the following representations: A. CONTRACTOR has examined and carefully studied the Contract Documents and the other related data identified in the Invitation to Bid documents. B. CONTRACTOR has visited the Site and become familiar with and is satisfied as to the general, local, and Site conditions that may affect cost, progress, and performance of the Work. C. CONTRACTOR is familiar with and is satisfied as to all federal, state, and local Laws and Regulations that may affect cost, progress, and performance of the Work. D. CONTRACTOR has obtained and carefully studied (or assumes responsibility for having done so) all additional or supplementary examinations, investigations, explorations, tests, studies, and data concerning conditions (surface, subsurface, and Underground Facilities) at or contiguous to the Site which may affect cost, progress, or performance of the Work or which relate to any aspect of the means, methods, techniques, sequences, and procedures of construction to be employed by CONTRACTOR, including applying the specific means, methods, techniques, sequences, and procedures of construction, if any, expressly required by the Contract Documents to be employed by CONTRACTOR, and safety precautions and programs incident thereto. C:\Users\legistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@940D13B4\@BCL@94OD13B4.docx 78 5 E. CONTRACTOR does not consider that any further examinations, investigations, explorations, tests, studies, or data are necessary for the performance of the Work at the Contract Price, within the Contract Times, and in accordance with the other terms and conditions of the Contract Documents. F. CONTRACTOR is aware of the general nature of work to be performed by OWNER and others at the Site that relates to the Work as indicated in the Contract Documents. G. CONTRACTOR has correlated the information known to CONTRACTOR, information and observations obtained from visits to the Site, reports and drawings identified in the Contract Documents, and all additional examinations, investigations, explorations, tests, studies, and data with the Contract Documents. H. CONTRACTOR has given OWNER written notice of all conflicts, errors, ambiguities, or discrepancies that CONTRACTOR has discovered in the Contract Documents, and the written resolution thereof by OWNER is acceptable to CONTRACTOR. I. The Contract Documents are generally sufficient to indicate and convey understanding of all terms and conditions for performance and furnishing of the Work. ARTICLE 9 - CONTRACT DOCUMENTS 9.01 Contents A. The Contract Documents consist of the following: (1) Invitation to Bid 2019016; (2) CONTRACTOR'S Bid Form (pages 12 to 14, inclusive); (3) Bid Bond (page 15); (4) Drug Free Workplace Form (page 16); (5) Sworn Statement Under Section 105.08, Indian River County Code, on Disclosure of Relationships (pages 17to 18, inclusive); (6) Bidders Qualifications Questionnaire (pages 19 to 22, inclusive); (7) Sworn Statement Under the Florida Trench Safety Act (pages 23 to 24, inclusive); (8) List of Subcontractors (page 25); (9) Drawings consisting of a cover sheet and sheets numbered LD -1 through LD -24, inclusive, with each sheet bearing the following general title: State Road 5 (US Hiehway 1) Landscape Plan; C:\Users\legistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@940D13B4\@BCL@94OD13B4.docx 79 11 (10) This Agreement (pages 26to 36 inclusive); (11) Public Construction Bond (if applicable) (pages 37 to 39, inclusive); (12) Certificates of Liability Insurance (page 40); (13) Notice to Proceed (page 41); (14) Permittee's Affidavit Regarding Pollution (page 42 to 44• inclusive); (14) Addenda (if applicable) to ; (15) The following which may be delivered or issued on or after the Effective Date of the Agreement and are not attached hereto: a) Written Amendments; b) Work Change Directives; c) Change Order(s) ARTICLE 10 - MISCELLANEOUS 10.01 Terms A. Terms used in this Agreement will have the meanings indicated in the Invitation to Bid. 10.02 Assignment of Contract A. No assignment by a party hereto of any rights under or interests in the Agreement will be binding on another party hereto without the written consent of the party sought to be bound; and, specifically but without limitation, moneys that may become due and moneys that are due may not be assigned without such consent (except to the extent that the effect of this restriction may be limited by law), and unless specifically stated to the contrary in any written consent to an assignment, no assignment will release or discharge the assignor from any duty or responsibility under the Contract Documents. 10.03 Successors and Assigns A. OWNER and CONTRACTOR each binds itself, its partners, successors, assigns, and legal representatives to the other party hereto, its partners, successors, assigns, and legal representatives in respect to all covenants, agreements, and obligations contained in the Contract Documents. 10.04 Severability C:\Users\legistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@940D13B4\@BCL@940D13B4.docx 80 A. Any provision or part of the Contract Documents held to be void or unenforceable under any Law or Regulation shall be deemed stricken, and all remaining provisions shall continue to be valid and binding upon OWNER and CONTRACTOR, who agree that the Contract Documents shall be reformed to replace such stricken provision or part thereof with a valid and enforceable provision that comes as close as possible to expressing the intention of the stricken provision. 10.05 Venue A. This Agreement shall be governed by the laws of the State of Florida. Venue for any lawsuit brought by either party against the other party or otherwise arising out of this Agreement shall be in Indian River County, Florida, or, in the event of a federal jurisdiction, in the United States District Court for the Southern District of Florida. 10.06 Public Records Compliance A. Indian River County is a public agency subject to Chapter 119, Florida Statutes. The Contractor shall comply with Florida's Public Records Law. Specifically, the Contractor shall: (1) Keep and maintain public records required by the County to perform the service. (2) Upon request from the County's Custodian of Public Records, provide the County with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Chapter 119 or as otherwise provided by law. (3) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the contractor does not transfer the records to the County. (4) Upon completion of the contract, transfer, at no cost, to the County all public records in possession of the Contractor or keep and maintain public records required by the County to perform the service. If the Contractor transfers all public records to the County upon completion of the contract, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Contractor keeps and maintains public records upon completion of the contract, the Contractorshall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the County, upon request from the Custodian of Public Records, in a format that is compatible with the information technology systems of the County. B. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: C:\Users\legistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@940D13B4\@BCL@94OD13B4.docx 81 (772) 226-1424 publicrecords@ircgov.com Indian River County Office of the County Attorney 180127th Street Vero Beach, FL 32960 C. Failure of the Contractor to comply with these requirements shall be a material breach of this Agreement. ARTICLE 11- TERMINATION OF CONTRACT A. The occurrence of any of the following shall constitute a default by CONTRACTOR and shall provide the OWNER with a right to terminate this Contract in accordance with this Article, in addition to pursuing any other remedies which the OWNER may have under this Contract or under law: (1) if. in the OWNER's opinion CONTRACTOR is improperly performing work or violating any provision(s) of the Contract Documents; (2) if CONTRACTOR neglects or refuses to correct defective work or replace defective. parts or equipment, as directed by the Engineer pursuant to an inspection; (3) if in the OWNER's opinion CONTRACTOR's work is being unnecessarily delayed and will not be finished within the prescribed time; (4) if CONTRACTOR assigns this Contract or any money accruing thereon or approved thereon; or (5) if CONTRACTOR abandons the work, is adjudged bankrupt, or if he makes a general assignment for the benefit of his creditors, or if a trustee or receiver is appointed for CONTRACTOR or for any of his property. (6) if CONTRACTOR fails to pay subcontractors, materialmen and/or suppliers on a timely basis. B. OWNER shall, before terminating the Contract for any of the foregoing reasons, notify CONTRACTOR in writing of the grounds for termination and provide CONTRACTOR with ten (10) calendar days to cure the default to the reasonable satisfaction of the OWNER. C. If the CONTRACTOR fails to correct or cure within the time provided in the preceding Sub -Article B, OWNER may terminate this Contract by notifying CONTRACTOR in writing. Upon receiving such notification, CONTRACTOR shall immediately cease all work hereunder and shall forfeit any further right to possess or, occupy the site or any materials thereon; provided, however, that the OWNER may authorize CONTRACTOR to restore any work sites. D. The CONTRACTOR shall be liable for: (1) any new cost incurred by the OWNER in soliciting bids or proposals for and letting a new contract; and (2) the difference between the cost of completing the new contract and the cost of completing this Contract; (3) any court costs and attorney's fees associated with any lawsuit undertaken by OWNER to enforce its rights herein: C:\Users\legistar\AppData\Local\Temp\BCL Tech nologies\easyPDF 8\@BCL@940D13B4\@BCL@94OD13B4.docx 82 11 E. TERMINATION FOR CONVENIENCE: OWNER may at any time and for any reason terminate CONTRACTOR's services and work for OWNER's convenience. Upon receipt of notice of such termination CONTRACTOR shall, unless the notice directs otherwise, immediately discontinue the work and immediately cease ordering of any materials, labor, equipment, facilities, or supplies in connection with the performance of this Contract. Upon such termination Contractor shall be entitled to payment only as follows: (1) the actual cost of the work completed in conformity with this Contract and the specifications; plus, (2) such other costs actually incurred by CONTRACTOR as are permitted by the prime contract and approved by the OWNER. Contractor shall not be entitled to any other claim for compensation or damage s. against the County in the event of such termination. [The remainder of this page was left blank intentionally] C:\Users\legistar\AppData\Local\Temp\BCL Tech nologies\easyPDF 8\@BCL@940D13B4\@BCL@940D13B4.docx 83 10 IN WITNESS WHEREOF, OWNER and CONTRACTOR have signed this Agreement in duplicate. One counterpart each has been delivered to OWNER and CONTRACTOR. All portions of the Contract Documents have been signed or identified by OWNER and CONTRACTOR or on their behalf. This Agreement will be effective on , 20_ (the date the Agreement is approved by the Indian River County Board of County Commissioners, which is the Effective Date of the Agreement). OWNER: INDIAN RIVER COUNTY By: Peter D. O'Bryan, Chairman By: Jason E. Brown, County Administrator APPROVED AS TO FORM AND LEGAL SUFFICIENCY: By: Dylan Reingold, County Attorney Jeffrey R. Smith, Clerk of Court and Comptroller Attest: Deputy Clerk (SEAL) Designated Representative: Name: lames W. Ennis, P.E.; PMP Title: County Engineer Address: 180127th Street. Vero Beach, FL 32960 Phone: (772) 226=1221 Email: jennis@ircov.com CONTRACTOR: By: (Contractor) (CORPORATE SEAL) Attest Address for giving notices: License No. (Where applicable) Agent for service of process: Designated Representative: Name: Title: Address: Phone: Email: (If CONTRACTOR is a corporation or a partnership, attach evidence of authority to sign.) C:\Users\legistar\AppData\Local\Temp\BCLTechnologies\easyPDF8\@BCL@940D13B4\@BCL@94OD13B4.docx . 84 JEFFREY R. SMITH, CPA, CGFQ, CGMA Clerk of. Circuit Court & ComptroIler Finance Department 1801 271h Street Vero Beach, FL 32960 Telephone: (772) 226-1945 October 29, 2018 Honorable Peter D. O'Bryan, Chairman and Indian River County Board of County Commissioners 1801 27th Street Vero Beach, FL 32960 Dear Chairman O'Bryan and County Commissioners: Enclosed please find our check in the amount of $195,111.12 which represents excess fees for non - court operations. We thank the Budget Department and Board staff for their continued support. We also appreciate the Board's assistance with. the continuing renovations and future expansion of our courthouse. Should anyone have any questions on the attached report, please contact me at extension 3157 or Elissa Nagy at extension 1570. Sincerely, CM effrey R. Smith, CPA, CGFO, CGMA Clerk of Court and Comptroller Cc: Jason Brown, County Administrator Kristin Daniels, Acting Budget Manager Elissa Nagy, Finance Director Cindy Carlsward, Court Operations Director 9� RR INDIAN RIVER COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL GENERALFUND FOR THE YEAR ENDED SEPTEMBER 30, 2018 REVENUES NON COURT OPERATIONS REVENUE COURT OPERATIONS REVENUE MISCELLANEOUS REVENUES TOTAL REVENUES EXPENDITURES_ PERSONAL SERVICES OPERATING EXPENDITURES CAPITAL OUTLAY TOTAL EXPENDITURES EXCESS OF.REVENUES OVER (UNDER) EXPENDITURES GENERAL FUND OTHER FINANCING SOURCES (USES) TRANSFERS FROM BOARD OF COUNTY COMMISSIONERS TRANSFERS TO BOCC TOTAL OTHER FINANCING SOURCES (,USES) EXCESS OF REVENUES AND OTHER SOURCES OVER (UNDER) EXPENDITURES AND OTHER USES FUND BALANCES 10/01/17 FUND BALANCES 9/30/18 I, Jeffrey R.. Smith, Clerk of the Circuit Court and Comptroller of Indian River County, Florida; do hereby certify that the foregoing are true and accurate annual reports of all official expenses and net income and unexpended budget balances as of the close of the fiscal year ended September 30,2018 I have hereunto set my official seal this date, October 29, 2018. Jeffre S ith, I of Circuit Court and Comptroller 1,013,285 1,013,285 - (195,111) (195,111) 1,013,285 818,174 (195,111) 0 VARIANCE FINAL FAVORABLE BUDGET ACTUAL (UNFAVORABLE) $ 1,164,000 $ 1,307,149 $ 143,149 2,864,671 3,077,474 212,803 44,349 73,294 28,945 4,073,020 4,457,917 384,897 4,647,455 4,516,650 130,805 408,055 728,654 (320,599) 30,795 30,787 8 5,086,305 5,276,091 (189,786) (1,013,285) (818,174) 195;111 OTHER FINANCING SOURCES (USES) TRANSFERS FROM BOARD OF COUNTY COMMISSIONERS TRANSFERS TO BOCC TOTAL OTHER FINANCING SOURCES (,USES) EXCESS OF REVENUES AND OTHER SOURCES OVER (UNDER) EXPENDITURES AND OTHER USES FUND BALANCES 10/01/17 FUND BALANCES 9/30/18 I, Jeffrey R.. Smith, Clerk of the Circuit Court and Comptroller of Indian River County, Florida; do hereby certify that the foregoing are true and accurate annual reports of all official expenses and net income and unexpended budget balances as of the close of the fiscal year ended September 30,2018 I have hereunto set my official seal this date, October 29, 2018. Jeffre S ith, I of Circuit Court and Comptroller 1,013,285 1,013,285 - (195,111) (195,111) 1,013,285 818,174 (195,111) 0 A-MAK Jeffrey R. Smith Vendor CheckNumber Date Clerk of the Circuit Court & Comptroller Indian River County, Florida 77 10/1612018 P.O.. Box 1028 Vero Beach, FL 32960 *One Hundred Ninety-five Thousand One Hundred Eleven Dollars and 12 Cents* Pay INDIAN RIVER COUNTY BOARD OF COUNTY To the COMMISSIONER Order Of , - Check Number 5105 $195,111.12 FILE COPY Jeffrey R. Smith Clerk of the Circuit Court & Comptroller, Indian River County, Vero Beach, Florida PAGE: 1 OF 1 CHECK NUMBER: 00005105 INVOICEDATE1 INVOICE NUMBER DESCRIPTION INVOICE AMOUNT 09/30/2018 EXCESS FEES FYE... EXCESS FEES TO BOCC FYE 092018 GL#:010 - 208008 $39,840.02 GL#:050 - 208008 $155,271.10 $195,111.12 Vendor'No:. Vend6r Name Check No. I .Che.ck Date Check Amount 77 i INDIAN RIVER COUNTY BOARD OF COUNTY:.: 5105 10/16/2018 � $195,$71.12 i October 29, 2018 David C. Nolte, ASA_ INDIAN RIVER COUNTY PROPERTY APPRAISER WE ARE HERE TO SERVE YOU! 1800 271h Street c Vero Beach, FL 32960 Jason Brown, Administrator Indian River County 1801 27th Street Vero Beach FL 32960 Dear Mr. Brown, Enclosed you will find a copy of our Annual Report for the year ending September 30, 2018. Sincerely, C'. 7, e 1A David C Nolte ASA IRC Property Appraiser (772) 567-8000 a Fax: (772) .770-5087 http://www. ircpa.dr-O 88 INDIAN RIVER COUNTY, FLORIDA CERTIFICATION PROPERTY APPRAISER: I do solemnly swear that the information reported herein is a true, correct and complete report STATEMENT OF REVENUES, EXPENDITURES, AND of'ail revenues and expenditures of my office for th a;;ning September 30, 2018 CHANGES IN FUND BALANCES BUDGET AND ACTUAL At,L GOVERNMENTAL FUNDS Signature; FOR THE YEAR ENDED SEPTEMBER.30, 2018 Total Revenues 3,791,954,00 5 31801.379.00 9,425.00 . .. . ....... Expenditures General Government Services: Financial & Administrative; personal s0vicel 513.1 '5 3,227,281,00 S 3,056,652,00 $ 70,629-00 Operating Expenditures 513.3 5 537,432.00 5 537,403M 5 29.00 Capital Outlay, 513.6 S 127,241M 5 127,238 00 .5 300 Debt Service: .Principal Retirement Interest Other Dewse; vice Total Expenditures. S 1,791,954,00 5 3,721,793.00 S 70,661'.00 Variance Variance 5 5 80,086.00 80,086.00 Other Financing Sources (Uses) Favorable Favorable Account Number Budget Actual (unfavorable) Budget AcItual (Unfavorable) -Revenues Charges fotServiceS: Lease Purcha5r., Proceeds Recording of Legal Instruments 1411 (80,086,00) S (80.086.00) '.Salp of Maps and PuNications 341.3 5 (80,0813M) 761,00 5 761.00 Copying Charges 341.4 {UNDER), jU -R)EOENDITURES & OTHER USES COUnty Officers Commissions 341.8 $ 3,456,971.00 5 3,456,971,00 S% Other Charges and Fees 341,9 S 334,983,00 S 334,983.00 5 - Misr.ell . aneous Revenuev $ - $ 7,097.00 5: 7,097.60 In t - presi 361.1 1'567m 5 1;567.00 Surplus furniture & Equipment, 364,41 OtherRevenues' Total Revenues 3,791,954,00 5 31801.379.00 9,425.00 . .. . ....... Expenditures General Government Services: Financial & Administrative; personal s0vicel 513.1 '5 3,227,281,00 S 3,056,652,00 $ 70,629-00 Operating Expenditures 513.3 5 537,432.00 5 537,403M 5 29.00 Capital Outlay, 513.6 S 127,241M 5 127,238 00 .5 300 Debt Service: .Principal Retirement Interest Other Dewse; vice Total Expenditures. S 1,791,954,00 5 3,721,793.00 S 70,661'.00 Excess of Revenue Over(under) Expenditures 5 5 80,086.00 80,086.00 Other Financing Sources (Uses) Transfers In Lease Purcha5r., Proceeds Transfers Out (80,086,00) S (80.086.00) Total Other, Financing Sources (Uses) s S (80,0813M) (80.086.00) EXCESS or REVENUES & OTHER SOURCES OVER {UNDER), jU -R)EOENDITURES & OTHER USES FUND BALANCES 10/01/37 FUND BALANCES 9/301.18 89 INDIAN RIVER COUNTY, FLORIDA :PROPERTY APPRAISER BAILANCE SHEET ALL FUND TYPES AND ACCOUNT GROUPS SEPTEMBER 30, 2018 TOTALASSETS $ 115,091.00 Liabilties and Fund EQUO Special Agency Revenue Fund Fund 334356-00 General Non Ad Valorem Deferred General Long Assets Account Number Fund Projects Compensation Term Debt Cash - U nrestricted 101 Due to Other Governments Petty Cash 102 :61.00 Deposit$ 220 Ecivityin Pooled,Cash 104 80,356.00 Accounts Receivable 115 1,096,00 Due from Other Funds 131 Capital Leases Due from Other Governments 133 Accrued Compensated Absences 239 Investnic"ts .51 Other Assets 3.4,04.00 Other'Assets Amount to Provide• Other liabilities 189 $ 48,537,00 from comp.absence worksheet TOTALASSETS $ 115,091.00 Liabilties and Fund EQUO Liabilities: Accounts Payable 202 334356-00 Due to Other Funds 207 Due to Board of County Commissioners 208 $ 73,127.00 Due to State of Florida M Due to Other Governments 208 6,960.00 Deposit$ 220 Other Liabilities 552-00' Other Liabilities 1,096,00 Other Liabilities Capital Leases 239 Accrued Compensated Absences 239 S 48.537.00Same as above; comp. Absence amount Total Liabiftes Fund -Equity; Fund.Balance 271.2 Total Fund•Equity TOTAL LIABILITIES AND FUND EQUITY 90 Excess Fees Amount Distributed or Due Percentage Board of County Commissioners BCC $ 62,570,67 0381293 Other Government Emergency Services $ 9,04553 0112948 St. John's River WMD 1,390.64 0.017364 strict Sebastian Inlet District 1.35,34 0.00169 Mosquito Control District 1,209.47 0.015102 Hospital Maintenance 4,06931 0.050812 Florida Inland Navigation District 154.26 0,001926 Land.Acquisition,,Bond 1,51.0.79 0,018865 TOTAL S 800096.00 $ 2,866,932.00 $ 414,458.00 63,718.00 6,201.00 $ 55,417.00 186,452-00 7,068.00 69,223:00 $ 3,669,469.00' 91 Property Appraiser Budget fiscal Year 2017-2018 Indian River County Personal Services BIA 91 I B/A 1 B/T 1 B/T 1 B/T B/T Current Original DOR #t2 91 42 43 44 Budget Personal Services 31.52 EDP Services $. 1.1 Official $ 124,439.00 $ :5,417.00 $ 3153 Mapping Services $ 129,856.00 12 Employees(Regular) $ 2,107,745.00 S 50,000.00 $ 80,022.00 8.732.00 $ $ (61,178.00) S 2,126,589,00 13 Employees(Temporary) $ 68,350.00 32 Accounting & Auditing $ 15,000.00 5 (68,350.00) $ 1,263.00 $ 1,263,00 14 Overtime $ 2,550.00 34 Other Conti. Services $ $. '(2,250.00) (11,920.00) $ S 300.00 15 Special Pay $ 34,000.00' (11,497.00) S 28,503.00 41 Communications $ $ 61,178.00 S 500.00 $ 95,678,00 215.2 Fica-Regular $ 173,769.00 $ 79.00' $ 6,122.00 $ (13,750.00) $ 166,220.00 2153 Fica-Other' $ 5,229.00 $ - 4451 Office Equipment S 5,229,00 2251 Retirement- Official $ 56,620,00 $ 2,46S.00 $ 4453 Office,Space $ 59,085.00. 2252 Retirement- Employee $ 17.7,928.00 4454 EDP 5 4,830.00 $ S 132,758.00 2253 SMS/SES $ 52,051.00 7,600.00 4651, Office Equipment $' 2,014.00 16,000:00 5 (98.00) $. $ 54,065.00 :2254 Drop $ 25,897.00 $ 1,002.00 $ 689.00 $ 27,588.00 223 life & Health Insurance $ 394,752.00 $ .(17,000,00) $ (39,655.00) $ (9,447.00) $ 328,650.00 24 Worker's Compensation 5 25 Unemployment Compensation S 20,000.00 $ (20,000.00) S TOTAL PERSONAL SERVICES $ 3,193,330.00 S 7,961.00 $ 93,990.00 S (1.7,000.00) $ (144;005,00) S $ (6,995.00) $ 3,127,281.00 OPERATING EXPENSES 31.52 EDP Services $. 3162 Appraisal Services $ 3153 Mapping Services $ 3154 Legal Services S 50,000.00 $ 8.732.00 $ 58,732.00 3159 Other Professional Services $ 32 Accounting & Auditing $ 15,000.00 $ 1,200.00 $ 16,200.00 33 Court Reporter $ 34 Other Conti. Services $ 75,000.00 $ (201'177.00) $ 53,000.00 $ (11,920.00) $ 95,903.00 40 Travel & Per Diern $ 40,000.00 $ (11,497.00) S 28,503.00 41 Communications $ 350.00 $ 10.00 $ 360.00 4251 Postage $ 19,50000 $ 1,628,00 $ 21,128.00 4252 Freight $ 43 Utilities $ - 4451 Office Equipment $ 4452 vehicles, $ 4453 Office,Space $ 4454 EDP $ 45 Insurance & Surety $ 7,600.00 $ 7,600.00 4651, Office Equipment $ 16,000:00 5 (98.00) $. 15,902.00 92 Property Appraiser Budget Fiscal Year 2017-201.8 Indian River County 4652 Vehicles $ BIA 41 I B/A 1 B/T 1 B/T 1 B/T 1 1 B/T Current ' 1 $ Original DOR I#2 t#i f#2 43 44 Budget 4652 Vehicles $ 6,000:00 S 1,038.00 $ 7,038.00 4653 Office Space 32,010.00 6452, Office Furniture $ S 3158300 4654 EDP 5 100,000.00 $ (8,777.00) $ 91,223.00 47Printing & Binding $ 10,000.00 $ 2,571.00 $ 12,571.00 4951 Legal Advertisements $ 200.00 $ (.170.00) $ 30.00 4952 Aerial Photos 127,241.00 $ 4958 Other 61 Office Supplies $ 35,000.00 $ 24,000,00. $ 5,762.00 $ 64,762.00 62 Operating Supplies $ 65,000.00 $ 17,000.00 $ (1.86.00) .$ 81,814.00 5451 Books $ 1.800.OU $ 954.00 S 2,754.00 5452 Subscriptions $ 5453 Education $ 19,400.00 $ (2,2.10.00) S 17,190.00 5454 Dues/Membership $ 12,000.00 $ 3,722.00 $ 15,722.00 TOTAL OPERATING EXPENSES $ 47.2,850.00 $ (20,177.00) $ 94,000.00 $ (9,241.00) $ 537,432.00 CAPITAL OUTLAY 6451 EDP Equipment 5 14,000.00 _ $ 17,000.00 $ 1,010.00 $ 32,010.00 6452, Office Furniture $ 3,583.00 $ 3158300 6453 Office Equipment S 8.612.00 S 8,612:00 6454 Vehicles 5 30,000.00 5 750.00 $ (25.00) $ 30,725.00 66 Books $ 68 Intangible Assets 5 49,255.00 $ 3,056.00 $ 52,311.00 TOTAL CAPITAL OUTLAY $ 44,000.00 $ $ $ 17,000.00 $ 50,005.00 $ 16,236.00 S 127,241.00 NON-OPERATING 93 Special Contingency $ 73,813.00. TOTAL NON-OPERATING $ 73,813.00 $ '(73,813.00) $ - 'TOTAL S 3,783,993,00 $ 7,961.00 $ $ $ - 5 3,791,954.00 93 October 31, 2018 keriff Deryl Loar Indian River County The Honorable Peter D. O'Bryan, Chairman Indian River Board of County Commissioners 180127 1h Street Vero Beach, FL 32960-3388 Dear Chairman O'Bryan: We respectfully submit to the Board of County Commissioners a statement and ACH for the following excess fees for Fiscal Year 2017/2018: Fund 016, General Fund $46,495.24 Please place this item on the Constitutional Agenda for the November 13th board agenda. If you have any questions or require additional information, please contact me at 978- 6404. Sincerely, Deryl Loar, Sheriff DL: nj cc: Kelly Goodwin Metcalf, Comptroller 4055 41" Avenue, Vero Beach, Florida 32960 www.iresheriff.org (772) 569-6700 igQ 9e INDIAN RIVER COUNTY SHERIFF'S OFFICE LGF-3 STATEMENT OF REVENUES, EXPENDITURES & CHANGES IN FUND BALANCE -BUDGET & ACTUAL FOR THE PERIOD ENDED SEPTEMBER 30, 2018 REVENUES ----------------------- OTHER REVENUE COMMISSARY SALES OTHER INCOME: INTEREST TOTALREVENUES EXPENDITURES ----------------------- 629.00 MENTAL HEALTH COURT PERSONAL SERVICES OPERATING EXPENSE CAPITAL OUTLAY CONTINGENCY 711.00 JUDICIAL PERSONAL SERVICES OPERATING EXPENSE CAPITAL OUTLAY CONTINGENCY TOTAL GENERAL GOVERNMENT EXPENDITURES 521.00 LAW ENFORCEMENT PERSONAL SERVICES OPERATING EXPENSE CAPITAL OUTLAY 523.00 CORRECTIONS PERSONAL SERVICES OPERATING EXPENSE CAPITAL OUTLAY TRAINING 521.99 LAW ENFORCEMENT CONTINGENCY 523.99 CORRECTIONS CONTINGENCY TOTAL PUBLIC SAFETY DEBT SERVICE PRINCIPAL INTEREST TOTAL EXPENDITURES EXCESS OF REVENUES OVER(UNDER) EXPENDITURES OTHER FINANCING SOURCES AND (USES) APPROPRIATION FROM BCC HOUSING PRISONER REVENUE SCAAP REVENUE OTHER REVENUE, SALE OF SURPLUS PROPERTY, ETC. OPERATING TRANSFERS OUT -BCC TOTAL OTHER FINANCING SOURCES AND (USES) EXCESS OF REVENUES AND OTHER SOURCES OVER(UNDER) EXPENDITURES & OTHER USES FUND BALANCE -BEGINNING OF YEAR FUND BALANCE -END OF YEAR 7J General Fund Optional Sales Tax Fund 16 Fund 168 BUDGET -------------------- ACTUAL -------------------- VARIANCE -------------------- ACTUAL ----------------- ----------------- 0 ------------- -------------------- 126,654 -------------------- 119,095 ------ --------- 7,559 ----------------- 51,746 55,509 (3,763) 0 0 0 2,121,630 2,132,807 (11,177) 21,883 25,025 (3,142) 0 0 0 -------------------- 2,321,913 -------------------- -- ----------------- 2,332,436 -------------------- -------------------- (10,523) -----------=-------- ----------------- 0 ---------------- 21,251,152 21,186,515 64,637 4,611,760 4,660,697 (48,937) 3,275,509 3,273,999 1,510 12,364,693 12,379,576 (14,883) 2,716,910 2,662,409 54,500 170,000 440,256 440,065 191 44,660,280 44,603,261 57,019 170,000 0 0 -------------------- 46,982,193 -------------------- -------------------- 46,935,698 ------------=------- --------- --------- 46,495 -------------------- ----------------- 170,000 ---------------- (46,982,193) -------------------- (46,935,698) ----------------- -- 46,495 ­----------------- (170,000) ----------------- 46,923,519 46,923,519 170,000 58,674 58,674 (46,495) -------------------- --- ----------------------------------------- 46,982,193 -------------------- 46,935,698 -------------------- (46,495) -------------------- -- -- -- 170,000 ----------------- 0 0 0 0 -------------------- 0 --------------------------------------- 0 0 ----------------- 0 0 0 0 0 7J Leslie R. Swan Supervisor of Elections Indian River County October 25. 2018 The Flonorable Peter O'Bryan, Chairman Indian River County Board of County Commissioners Building A 1801 27`x' Street Vero Beach, 17L 32960-3388 Dear Chairman O'Btyan: Attached is check number 1666 in the amount of$ 7,171.19, which represents funds due to the Board of County Commissioners for the period ending September 30, 2018; as detailed below: Excess 17/1.8 Budget S 3,870.05 SOI- .I--ees $2.976.14 Candidate Qualifying Dees S 325.00 TOTAL S 7,17.11.1.9 Shouldyou have any questions or require additional ini;ormation please do not hesitate to contact me at extension 3435. Sincerely Leslie Rossway Swan Supervisor of Elections CC: Elissa Nagy Michael Smykowski Wo 96 #3.75 43" Avenue • Vero Beach FL 32967 1 Officer (772) 226-3440 1 Fax: (772) 770-53'67 1 www.voteindianriver comb; Leslie Swan BANK, HA110NAL ASSOCtAVOW VCR4 MACH; R 32963 SUPERVISOR OF ELECTIONS 6s-1482474 County of Indian River - State of Florida 1 Q/25/2018 .Vero Beach, Florida 32957 ro PAY ORDEROF -B--O--A._-R—D-._OF CO_UN.--T--Y--..C...OM_...MI_S_.S._IO._N_._E_R_-.S....__....__........_.,..,.copy _copy copy .copy ._copy copY ff &7�� 8o PY Seven Thousand One Hundred Seventy -One and --- -- ... -- -'--" ._ __... ._._... _ ..._ ,:....._ ._...... __.... _...... _...._. _ _ :_. ._.... _. _. .._ ... _ .. DOLLARS 0 BD, OF COUNTY COMMISSIONERS t I.R.C. Finance Department a 1801 27th Street I� N Vero Beach, FL 32960 r i; 17/18 Excess Fees s�'«'�+±.�.`�"-�+��;��ix �rz.'�.�,T.i�"'v :'�..:.-c._.. �-...amu 'r°'�-'� ��_.,.''"....''�-�.�.�;.,s A.'sc:"���,7-�.•_-...�.T"�...���i�z'�...��''a',..����.� x�...�..«7 Leslie Swan 1 SUPERVISOR OF ELECTIONS 1666 BOARD OF COUNTY COMMISSIONERS 10/25/2018 208.010 - DUE TO OTHER GOVERNME SOE Fees 2,976.14 208.010 � DUE TO OTHER GOVERNME Candidate Qualifying Fee- General Fund 325.00 208.010 -DUE TO OTHER GOVERNME 17/18 Excess Budget 3,870.05 OPERATING -TD BA 17/18 Excess Fees 7,171.19 Leslie Swan / SUPERVISOR OF ELECTIONS 1666 BOARD OF COUNTY COMMISSIONERS 10/25/2018 208.010 . DUE TO OTHER GOVERNME SOE Fees_ 2,976.14 208.010- DUE TO OTHER GOVERNME Candidate Qualifying Fee- General -Fun - `ti� 325.00 208.010. DUE TO OTHER GOVERNME 17/18 Excess Budget 3,870.05 . A �\ 1 �r OPERATING- TD BA 17/18 Exces''s Fees 7,171.19 97 IRC Supervisor of Elections Profit Loss October 2017 through September 2018 98 Page 1 of 2 TOTAL Ordinary Income/Expense Income 331.00 • Federal Grant Revenue 93,539.18 381.020 • Transfer -Special Revenue 2,486.37 341.550 • SOE Fees 0.00 381.010 • BUDGET TRANSFER 1,307,355.00 001.02 • WORKERS' COMP. PAID BY BOCC 13,417.00 361.010- INTEREST 25.89 341.551 • City Reimbursements 61,324.00 Total Income 1,478,147.44 Gross Profit 1,478,147.44 Expense 011.00 • SALARIES 011.18 • Supplemental Salary 28,533.34 011.11 • Executive Salaries 129,855.96 011.12 • Regular Salaries 238,248.67 011.125 • Regular Wages 115,228.59 011.13 • Part -Time Wages 29,494.50 011.14 • Regular Wage Overtime 2,706.32 011.15 • Temp. Election Help 39,781.60 011.16 • Temp. Help Overtime 1,551.38 011.19 • Clerks and Poll Workers 47,712.00 Total 011.00 • SALARIES 633,112.36 012.00 • PAYROLL EXPENSES 012.10 • Company Medicare 7,720.31 012.11 • Company Social Security 33,010.99 012.12 • Retirement Contributions 91,527.98 012.13 • Insurance 012.132 • Life/Health 61,694.12 012.134 • Dental 3,487.60 012.138 • Worker's Comp 1,007.00 Total 012.13• Insurance 66,188.72 012.140 • Other Post Employment Benefits 12,410.00 012.00 • PAYROLL EXPENSES -Other 1.17 Total 012.00 • PAYROLL EXPENSES 210,859.17 034.00 • CONTRACTUAL SERVICES 034.76 • Destruction Services 216.32 034.10 • Processing Fees 2,587.18 034.20 • Security System 780.00 034.40 • Equipment Transport 9,014.95 034.80 • Other Services 3,965.00 Total 034.00 • CONTRACTUAL SERVICES 16,563.45 034.21 • POSTAGES 1,640.22 040.00 • TRAVEL 040.40 • Executive Travel 1,809.49 040.60 • Staff Travel 6,288.91 040.80 • Temp help mileage 485.86 Total 040.00 • TRAVEL 8,584.26 041.00 • TELEPHONE 041.40 • Telephones 4,710.21 041.00 • TELEPHONE - Other 92.97 Total 041.00 • TELEPHONE 4,803.18 042.00 • POSTAGE 042.20 • Regular 36,705.32 042.60 • Shipping & Handling 1,493.01 042.00 • POSTAGE - Other 225.00 Total 042.00 • POSTAGE 38,423.33 044.00 • RENT/LEASES 044.20 • Building & Precincts 2,820.00 044.40 • Office Equipment 3,157.50 Total 044.00 • RENT/LEASES 5,977.50 045.00 • Insurance 045.20 • Automotive Insurance 950.00 Total 045.00 • Insurance 950.00 046.00 • REPAIR & MAINTENANCE 046.20 • Office Equipment 5,126.71 Total 046.00 • REPAIR & MAINTENANCE 5,126.71 047.00 • PRINTING & BINDING 94,031.28 048.00 .PROMOTIONAL 048.20 • Voter Ed. & Outreach 592.69 048.30 • Pollworker Outreach 547.37 048.40 • Advertising 17,346.01 048.60 • Grant matching funds -V.O. 2,486.37 Total 048.00 • PROMOTIONAL 20,972.44 98 Page 1 of 2 IRC Supervisor of Elections Profit Loss October 2017 through September 2018 99 Page 2 of 2 TOTAL 051.00 • OFFICE 051.20 • General Supplies 39,639.06 051.25 • Bank Charges 2,387.96 051.40 • Furn/Equip - under 1000.00 15,801.14 051.00 • OFFICE -Other 374.05 Total 051.00 • OFFICE 58,202.21 051.60 • COMPUTER 051.62 • Software Licensing & Support 136,136.91 051.64 • Supplies, maint. 14,292.42 051.66 • Equipment under 1000.00 68,259.01 Total 051.60 • COMPUTER 218,688.34 052.00 • OPERATING SUPPLIES 052.20 • Warehouse supplies 14,683.85 . 052.40 • Van supplies, fuel 661.50 Total 052.00 • OPERATING SUPPLIES 15,345.35 054.00 • SUBSCRIPTIONS/EDUCATION 054.20 • Subscriptions/books 1,020.84 054.40 • Dues & Membership 4,240.39 054.60 • Meetings /Seminars/Classes 8,973.00 Total 054.00 • SUBSCRIPTIONS/EDUCATION 14,234.23 060.00 • CAPITAL OUTLAY 060.50 • Furniture and Supplies 7,892.57 064.80 • Machinery and Equipment 118,870.79 Total 060.00 • CAPITAL OUTLAY 126,763.36 Total Expense 1,474,277.39 Net Ordinary Income 3,870.05 Other Income/Expense Other Expense Reportable Health Coverage 0.00 088.04 • BOCC/Excess Budget 3,870.05 Total Other Expense 3,870.05 Net Other Income -3,870.05 Net Income 0.00 99 Page 2 of 2 Carole. Jean Jordan. CFC I? a; Tax Collector How AIA N WF HELP You?" MEMORANDUM TO: Jason Brown, County Administrator FROM: Carole Jean Jordan, Tax Collec or SUBJECT: Agenda Item DATE: October 31, 2018 Please place the following on the Agenda for the Board of County Commissioners meeting on Tuesday November 13, 2018 under Constitutional Officer's Matters: Tax Collector, Carole Jean Jordan. Weare hereby presenting our Annual Fiscal Report for the Fiscal Year Ended September 30, 2018 as .required by Section 218..36 of the Florida Statutes. Also attached .is the Report of Distribution of Excess Fees for fiscal year ended September 30, 2018. Thank you for your attention to this matter, and if you have any questions or if we can be of any assistance, please feel free to call me at extension 1337. cc: Kristen Daniels, Acting Budget Director Elissa Nagy, Finance Director P.O. Box 1509., Vero Beach, FL 3296.1-1509 E-mail: TaxCoilectorkiirctax,com Website. www.irctax.com Phone: (772)226-1338 Fax (772.) 770-5009 100 EXCESS2018 INDIAN RIVER COUNTY TAX COLLECTOR CAROLE JEAN JORDAN, TAX COLLECTOR EXCESS FEE DISTRIBUTION YEAR ENDING SEPTEMBER 30, 2018 101 COMMISSIONS 2017/2018 COLLECTED EXCESS FEES AGENCY 2017/2018 % $ 2,890,491.64 GENERAL FUND S 3,498,513.43 68.2582% S 1,972,997A0 MUNICIPAL SERV DIST S 186:295.04 3.6347% S 105,061.66 EMS SERV DIST S 609,361.60 11.8890% S 343,651.45 ROCKRIDGE SLD S 60.12 0.0012% S 33.90 LAURELWOOD SLD S 176.12 0.0034% S 99.32 GIFFORD SLD $ 1,421.81 0.0277% S 801.83 LAUREL CT SLO 5 23.29 0,0005% S 13.13 OCEANSIDE SLD S 51.64 0.0010°I° S 29.12 OCEANSIDE PAVING S 287.73 0.0056% $ 162.27 OSLO PARK SLD S 819.49 0.0160% $ 462.15 VERO LAKES MSTU $ 4,887.94 0.0956% $ 2,762.21 VS HIGH SLD S 1,749.46 0.0341% S 98661 IXORA PK SLD $ 107.99 0.0021% S 60.90 PORPOISE PT SLD S 7.03 0.0001% S 3.96 VERO SHORES SLD S 95.62 0.0019% S 53.93 POINCIANA SLD S 302.06 0.0059% $ 170.35 ROSELAND RD SLD S 14.12 0.0003% S 7.96 GLENDALE LK SLD S 64.87 0.0013% S 36.58 WALKERS GLEN SLD $ 25.88 0.0005% S 1.4.60 FLORALTON SLD S 53.37 0.0010%a S 30.10 TIERRA LINDA SLD S 50.48 0.0010% $ 28.47 WHISPERING PINES SLD $ 21.58 0.0004% S 12.17 MOORINGS SLD $ 234.15 0.0046% $ 132.05 E. GIFFORD WATERSHED S 19.56 0.0004%0 $ 11.03 WEST WABASSO MSBU S 150.05 0.0029% $ 84.62 LAND ACQ BOND $ 5.02 0.0001% S 2.83 LAND ACQ BOND 2004 S 92,846,74 1.8115% $ 52,361.20 LIBRARY BOND $ 0.0000% S - LANDFILL S 236,615.10 4.6165% S 133,439.81 BEACH BOND $ - 0.0000% S - FIND S 10,081.84 0.1967% S 5,685.58 SCHOOL BOARD S 18.48 0.0004% S 10.42 ST JOHNS WMD S 85,829.19 1.6746% S 48,403.63 SEB INLET DIST S 8,239.04 0.1607% S 4,646.43 MOSQUITO CONT S 79,053.90 1.5424% S 44,582,69 HOSPITAL $ 280,166.14 5.4662% S 158,000.55 FELLSMERE WCD S - 0.0000% S - FELLSMERE WCD - EAST S 750.00 0.0146% $ 422.96 FELLSMERE WCD - WEST $ 750.00 0.01466I° $ 422.96 IR FARMS WCD S 1,500.00 0.0293% S 845.93 ST JOHNS IMPROVE DIST NW2 S - 0.0000% S - ST JOHNS IMPROV DISTRICT S 1,500.00 0.0293% $ 845.93 SEB RIVER IMPROV DISTRICT $ 1,500.00 0.0293% $ 845.93 VERO LAKES WCD $ 94.01 0.0018% $ 53.02. DELTA FARMS WCD S 1,500.00 0.0293% S 845.93 SEBASTIAN STORM DRAIN S 20.157.66 0.3933% S 11,367,97 TOTAL $ 5,125,411.75 100.0000% S 2,890,491.64, 0.00 ALLOC DUE TO COUNTY 100.208.1000 $ 2,613,511.61 90.42% DUE TO OTHER GOVT 100.208.0000 $ 276,980.03 TOTAL EXCESS FEES 5 2,890,491.64 101 ASSETS CASH -UNRESTRICTED PETTY.C4SH EQUITY |NPOOLED CASH ACCOUNTS RECEIVABLE INTEREST RECEIVABLE - SUPPLIES |NvENnORY INVESTMENTS OTHER AGGETS,'FLOWER FUND OTHER ASSETS 'PREPAID AMOUNT TQPROVIDE-OTHER LIABILITIES TOTAL ASSETS INDIAN RIVER COUNTY, FLORIDA TAX COLLECTOR BALANCE SHEET ALL FUND TYPES AND ACCOUNT GROUPS FOR THE YEAR ENDED SEPTEMBER 30,2018 AGENCYFUNDS' R]ND10] FUND 200 FUND 300 FUND 900 GENERAL TAXING OTHER DEFERRED GBNERALLONG ACCOUNT NUMBER FUND AUTHORITIES GOVERNMENT COMPENSATION TERM DEBT' 101 102 $ 28,500 104 930.589 2,926,782 393,309 115 288,149 - 135 ' 141 5,314 151 2 075;642 1 200000 758550 LIABILITIES AND FUND EQUITY LIABILITIES: ACCOUNTS PAYABLE DUE TDBOARD OFCOUNTY COMMISSIONERS DUE TOgTAJEOFFLORIDA DUE TOOTHER GOVERNMENTS UNEARNED REVENUE DEPOSITS OTHER LIABILITIES - FLOWER FUND OTHER LIABILITIES LIABILITIES ACCRUED COMPENSATED ABSENCES TOTAL LIABILITIES FUND EQUITY ' FUND.BALANCE TOTALfVNDEoU|TY TOTAL LIABILITIES AND FUND EQUITY ' 1,008 155 18,384 189`122,414 202 $ 388,550 208 2�1�512 60`��1 208 393,308 208 278,980 4,059501 ,208 67,536 220 758,550 1,008 ' 239 239 122,414 27120 $ - '$ '$ 's ' 102 INDIAN RIVER COUNTY, FLORIDA TAX COLLECTOR STATEMENT OF REVE NUES,EXPENDITURES AND CHANGES IN FUND BALANCES- BUDGET AND ACTUAL ALL GOVERNMENTAL FUNDS FOR THE YEAR ENDED SEPTEMBER 30,. 2018 'REVENUES CHARGES FOR SERVICES: COUNTY OFFICERS COMMISSIONS MISCELLANEOUS REVENUES: INTEREST OTHER REVENUES TOTALREVENUES EXPENDITURES GENERAL GOVERNMENT SERVICES: FINANCIAL AND ADMINISTRATIVE: PERSONAL SERVICES OPERATING EXPENDITURES CAPITAL OUTLAY DEBT SERVICE: PRINCIPAL RETIREMENT INTEREST TOTAL EXPENDITURES EXCESS.OF REVENUES OVER (UNDER) EXPENDITURES GENERAL FUND VARIANCE FAVORABLE ACCOUNT NUMBER BUDGET ACTUAL (UNFAVORABLE) OTHER FINANCING SOURCES (USES) TRANSFERSIN LEASE PURCHASE PROCEEDS LEASE PURCHASE CIP TRANSFERS OUT TO BOARD OF COUNTY COMMISSIONERS TRANSFERS OUT TO OTHER GOVERNMENTS TOTAL OTHER FINANCING SOURCES (USES) EXCESS OF REVENUES AND OTHER SOURCES OVER (UNDER) EXPENDITURES AND OTHER USES FUND BALANCES 10101/14 FUND BALANCES 9/30/15 341,80 $6,504,920 $ 6,858,696 $ 353,776 361.10 14,000 45,533 $ 31,533 $ 6,518,920 $ 6.904,229 $ 385,309 513.10 $ 3,133,936 $ 3,056,920 $ 77,016 513.30 914,896 899,945 $ 14;951 513.60 64,500 56,873 $ 7,627 513.71 - - $ - 513.72 - - $ - $ 4,113,332 $ 4,013,738 $ 99,594 $ 2,405,588 $ 2,890,492 $ 484,904 (2,175,133) (2,613,512) (438,379) (230,455) (276,980) (46;525) $ (2,405,588) $ . (2,890,492) $ (484,904) I do solemnly swear that the foregoing is a true, correct and complete report of all revenues and expenditures of my office for the year ending the 30th day of September, 2018.. ignafure) Office of Ta Collector, Indian River County 103 .INDIAN RIVER COUNTY, FLORIDA TAX COLLECTOR COMBINING STATEMENT OFCHANGES |NASSETS AND. LIABILITIES ALL AGENCY FUNDS FOR THE YEAR ENDED SEPTEMBER 3O.2O18 10/01/17 BALANCE ADDITIONS DEDUCTIONS 9/30118 BALANCE CASH AND CASH EQUIVALENTS G 41474081 $ 332.503.192 $ 332/457,182 $ 4.520.091 INVESTMENTS 688.494 85.973 15^917 758.550 ACCOUNTS RECEIVABLE - - - - DOE FROM OTHER GOVERNMENTS, - - ' INVENTORIES ' - ' ' INT RECDNINVESTMENTS - - - - TOTAL ASSETS 332,473,099 $ 5,278,641 ACCOUNTS PAYABLE $ - - $ - 8 - DUE TO8OCC 64.858 290.173 286.750 68,282 DUE TO OTHER GOVERNMENTS 4.409.223 332.213.018 332.170.431 4^451.809 DUE TO. OTHER FUNDS - - - ' DEFERRED CO[NPEN3/Q'|ON 688,494 85.974 15.018 768.550 ESCROW DEPOSITS - - - - TOTAL LIABILITIES . 332,473,099 � -$ - 104 CASH AND CASH EQUIVALENTS INVESTMENTS .ACCOUNTS RECEIVABLE DUE FROM OTHER GOVERNMENTS INVENTORIES INT RECONINVESTMENTS TOTALASSETS ACCOUNTS PAYABLE DUE TOBDCC DUE TOOTHER GOVERNMENTS DUE TOOTHER FUNDS DEFERRED COMPENSATION ESCROW -DEPOSITS TOTAL LIABILITIES INDIAN RIVER COUNTY, FLORIDA TAX COLLECTOR COMBINING STATEMENT C)FCHANGES |NASSETS AND LIABILITIES AGENCY FUND - TAXING AUTHORITIES (FUND 2OD) FOR THE YEAR ENDED SEPTEMBER 3U.2O18 10/01/17 BALANCE $ 3.907.558 $ -� -8 - ' ' ��ffir�� 307,476.765 $ -v DEDUCTIONS 307,257.539 * * ' 9/30118 BALANCE 4,126,782 $ - $ , $ ' $ ' 64.858 290.173 286.750 $ 68.281 3,842.698 307186,592 300970.789 $ 4.058501 ' * _ ' 307,257,539 $ 4,126,782 105 INDIAN RIVER COUNTY, FLORIDA TAX COLLECTOR COMBINING STATEMENT OF CHANGES IN ASSETS AND LIABILITIES AGENCY FUND - OTHER GOVERNMENT (FUND 300) FOR THE YEAR ENDED SEPTEMBER 30, 2018 10/01/17 BALANCE ADDITIONS DEDUCTIONS 9/30/18 BALANCE CASH AND CASH EQUIVALENTS $ 566,525 $ 25,026,426 $ 25,199,642 $ 393,309 INVESTMENTS - ACCOUNTS RECEIVABLE - - DUE FROM OTHER GOVERNMENTS - - INVENTORIES - - INT REC ON INVESTMENTS - - TOTAL ASSETS $ 566,525 $ 25,026,426 $ 25,199,642 $ 393,309 ACCOUNTS PAYABLE $ - $ - $ - $ - DUE TO OTHER GOVERNMENTS 566,525 25,026,426 25,199,642 393,309 DUE TO OTHER FUNDS - DEFERRED COMPENSATION - ESCROW DEPOSITS - - TOTAL LIABILITIES $ 566,525 $ 25,026,426 $ 25,199,642 $ 393,309 106 INDIAN RIVER COUNTY, FLORIDA TAX COLLECTOR COMBINING STATEMENT OF CHANGES IN ASSETS AND LIABILITIES DEFERRED COMPENSATION FOR THE YEAR ENDED SEPTEMBER 30, 2018 10/01117 BALANCE ADDITIONS DEDUCTIONS 9/30118 BALANCE CASH AND CASH EQUIVALENTS $ - $ - $ 'INVESTMENTS 688,494 85,973 15,917 758,550 ACCOUNTS RECEIVABLE - - DUE FROM OTHER GOVERNMENTS - - INVENTORIES - INT REC ON INVESTMENTS - TOTAL ASSETS $ 688,494 $ 85,973 $ 15,917 S 758,550 ACCOUNTS PAYABLE $ - 6 - $ - $ - DUE TO OTHER GOVERNMENTS 0 - DUE TO OTHER FUNDS 0 - DEFERRED, COMPENSATION 688,494 86;973 15,917 758,550 ESCROW DEPOSITS 0 - TOTAL LIABILITIES $ 688,494 $ 85,973 $ 15,917 $ 758,550 107 INDIAN RIVER COUNTY, FLORIDA TAX COLLECTOR COMBINING STATEMENT OF CHANGES IN ASSETS AND LIABILITIES COMPENSATED ABSENCES. FOR THE YEARENDED SEPTEMBER 30, 2018 CASH AND CASH EQUIVALENTS INVESTMENTS ACCOUNTS RECEIVABLE DUE FROM OTHER GOVERNMENTS AMOUNT TO PROVIDE -OTHER LIABILITIES INT REC ON INVESTMENTS TOTAL ASSETS ACCOUNTS PAYABLE DUE TO OTHER GOVERNMENTS DUE TO OTHER FUNDS COMPENSATED ABSENCES ESCROW DEPOSITS TOTAL LIABILITIES 10/01/17 BALANCE 117,608 ADDITIONS DEDUCTIONS 9/30/18 BALANCE 28,268 23,462 $ 122,414 $ 117,608 S 28,268 $ 23,462 $ 122,414 0 - 0 - 117,608 28,268 23,462 122,414 0 - $ 117,608 S 28,268 $ 23,462 $ 122;414 108 INDIAN RIVER COUNTY BOARD OF COUNTY COMMISSION REQUEST TO BE SCHEDULED FOR PUBLIC DISCUSSION_ Atte' organization or individual wishing to address the Board of County Commission shall complete this form and submit it to the Indian River County Administrator's Office. Y PUBLIC DISCUSSION INFORMATION Indian River Counbs Code Section 102.04(10)(b): as a general rule, public discussion items should be limited to matters on which the commission may take action Indian River County Code Section 102.07(2): limit remarks to three minutes unless additional time is granted by the commission NAME OF INDIVIDUAL OR ORGANIZATION: ADDREss:\� �LA. ^�- . PHONE: �t"t3•'-��bs3�t • 3 a -a LQt� SUBJECT MATTER FOR DISCUSSION: IS A DIGITAL/ELECTRONIC PRESENTATION PLANNED? YES a NO IS THIS AN APPEAL OF A DECISION 12N I's � NO WHAT RESOLUTION ARE YOU REQI)ES'l-ING OF 7 14E CO�N'IiNIISSION? ARE PUBLIC FUNDS OR ACTIVITIES REQUIRED? YES IZNO WI -IAT FUNDS OR ACTIVITI ES ARE REQUIRED TO 'NIEET THIS REQUEST? Transmitted to Administrator Via: Interactive \t'eb Form E -Mail _ Hind Delivered Phone COIIN"I'1' AD II.NIST'RATOR: Jason L. Brown NIEE 'ING DATE: FXoumy Adminl6�AssAAGENDA'PWIHC D1$zW!,,M itrn+s rVm.do 109 Previous Uses and Actions at 1728 and 1738 24th Street City of Vero Beach 1. Prior to 1995: four homes total existed on both adjacent parcels. Per old survey of the property; 3 single family homes of less than 1500 s.f. each and one single family home of more than 2500 s.f. were located.on these 2 parcels. 2. 1995: change of use to 19 bed ALF (Minor Change Application #95 -MC -161 approved by the City). 2 single family homes remained on the site. In 1995, the property was purchased by Elderly Loving Care, inc.). For that change of use no concurrency review was required since change of use reduced the intensity. 3. 2002: Building on the west side of the site was changed from ALF to day care (site plan #02 -SP -1064C approved by the City). City did not require concurrency for or Impact fee review regarding change of use, although the change did increase development intensity. 4. 2004: Change of use approved by City for building on east side of the site to change to day care (Minor Change Application. #04 -MC -037 approved by the City, total daycare buildings 6,461 s.f.). City did not require concurrency for or impact fee review regarding change of use, although the change did increase development intensity. 5. 2008: Change of ownership. Daycare purchased by Lisden Enterprises, Inc. (Oxford Academy) to continue to operate daycare. 6. 2018: Owner (Lisden Enterprises) applied for a building permit for a deck for daycare at 1728 20 Street. County staff noticed that for previous change of use from single faintly homes and ALF to Daycare no impact fees were paid. Staff requested and the current owner applied for a City of Vero Beach Concurrency Determination Application: (project #95120077). 7. 2018; County staff coordinated with owner and city staff several times, determined "best case" impact fee credit (4 single family homes), and determined impact fees were reduced but still owed for child care change of use (fee calculation breakdown attached). Attachment: 1. Application Request Payrnent.Sllp F\Community beveiopment\Users\VICKIE\SASAN\Axford Academy Pravlous Use Memo.docx 110 Application Request Payment SHIP CDPR5020 - Application Request Payment Slip PAYMENT SLIP NBR. AR -81861 REQUEST # APP. REQUEST TYPE REQUEST STATUS 81861 VBIF - CONCURRENCY, VERO BEACH INITIAL/FINAL COMBO PENDING PROJECT # PROJCT NAME PROJECT STATUS 95.120077 OXFORD ACADEMY PRESCHOOL FKA HELPING ANGELS ACTIVE APPLICANT OWNER KIM GILBERT KIDUCATION INC 1730 24TH ST 1730 24TH ST VERO BEACH, FL 32960 VERO BEACH, FL 32960 FEE CODE DESCRIPTION GLACCOUNT USER WAIVED niFvB-C PUBLIC BLDG IF VB - COM 103032-324721-71052 PL401 N Amm-C ADM IF VB - COMMERCIAL 103032-324722-71052 PL401 N F'EIFVB-C FIREIEMS IF VB - COMMERCIAL 103032-324123-71052 PL401 N TF106-C TIF DISTRICT 2 VB - COMMERCIAL 102032-324320-65222 PL401 N TF106-R TIF DISTRICT 2 VB -RESIDENTIAL 102032-324310-65222 PL401 N SIFVB-R SCHOOL IF VB - RESIDENTAIL 103-202103.52 PL401 N PBIFV.B-R PUBLIC BLDG IF VB - RES 103032-32471141052 PL401 N FBIFvB-R FIRE/EMS IF VB - RESIDENTIAL 103032-324113-71052 PL401 N ADiFvB-R ADM IF VB - RESIDENTIAL 103032-324712-71052 PL401 N TOTAL DUE: T • • n $717.17 $749.48 $1,156.52 $23,143.30 $-15,222.00 $0.00 $-717.17 $-1,156.52 $-740.00 $7,930.78 Utility capacity charges are NOT included in the total due. Phase contact the Utility Department for Utility pees. Indian River County Printed on: 9/21/2018 10.3�5:03AM CD -Plus for Windows 2000/XPMsfa fic 1 ell From:. Martha Eskuchen mselaw@gmail.com Subject: Re: Impact fees Gate: May 30, 2018 at 4:27:47 PM To: kgilbertschool@aol.com Hello Kirn- As I mentioned in my initial response, this is a zoning issue that is not covered by Title Insurance. The county has been aware of the use as a school since prior to 2005. I have attached the records we have showing the zoning letter obtained from the City'in 2oo8. We initially contacted the County but they referred us to the City for the zoning letter. It looks like the zoning letter in 2004 was a conditional use and required a building permit to be issued in 18 months which I assume was not done. I recommend you contact an attorney in your area who handles zoning issues. There may be some argument to be made that the use should be considered grandfathered or at least any penalties for the intervening years should be waived. Martha PLEASE REPLY TO ALL WHEN APPLICABLE. THANK YOU. Martha Martha S. Eskuchen, Esq. 4442_1-a fayette St: Maria,nna,_FL. 32446 phone: 850526 5004 fax: 850_52655008 e-mail: mselaw@gmail.com Oceanside Title, Inc. www.oceansidetitle.net Phone 8:50_526100.5 e-mail: assistantoceansidegmail.com TITLE COMPANY: 112 OCEANSME TIME, INC. Martha S. Eskuchen, Esq., President emaul MSELAW®g=U.00m. Comma &nil. Tide 1740 SW St 124c eat Bted, Sto 131 Pert Jt I.noie, FL 3 86 Tcsleghona (T?l)F215-;4 Mr Fac�Ile CM) 96 1�a11 free 1(338)632 Heather Eskuchen, Clerk Assistant 4442 Lahyette St Mannans, FL 32445 Telephm (350) 526-1005 Fa admUe (85 526-5008 Reply to: MARIANKA July 30, 2008 ; Stsa Bollix Malinir� Di atnr Indian River County PIWmIb cr Dqxart imnt 180127th Street Veto Beach; FL 329 Our File: 67-01 KAT umfion, Tnc.lt 4sdc6 des, I= Naparty Addtaaa: �728 R 1730 249L Sheat, Baro Bea* Fla Ma 32960 Dow Mr. Bolling: 1 Nyou would please ham3 *a enclosed latter (or your equivdant Complimm left) slgmd by to ?oniwg Cotmpllm=tM for the 6mre�nced piuperty. Y have also wAosed a cbook f= $50.00 and a reft=eW to rotam the exacuW low to our ofliee. Nyvn world pleaso fix us a copy of the bier as soon ea available. If you bsvo vVqucWom% pleasa doWt hadtato tocall. Thank you. , Very 'jt OUM i Scanned with CamScJAAer Ui INDIAN RIVER COUNTY, FLORIDA DEPARTMENT OF UTILITY SERVICES Date: October 19, 2018 To: Jason E. Brown, County Administrator From: Vincent Burke, P.E., Director of Utility Services Through: Jennifer Hyde, Purchasing Manager Prepared By: Sean McFarland, Assistant Utility Operations Manager Subject: Valve Machine/Trailer Unit BACKGROUND/ ANALYSIS: The Indian River County Department of Utility Services (IRCDUS) owns and operates an approved Florida Department of Environmental Protection (FDEP) potable water distribution and wastewater collection system. The existing potable water and wastewater collection system consist of 1,407 miles of underground piping, 17,435 valves, and 4,373 fire hydrants. For the Fiscal Year (FY) 2018/2019 budget, the Board of County Commissioners (BCC) authorized the purchase of one Valve Machine. Purchase of the valve maintenance machine/trailer unit will assist IRCDUS staff in maintaining compliance with Florida. Administrative Code (FAC) 62-555.350 (2) concerning the flushing of "Dead -End Water Mains at least quarterly" as well as with American Water Works Association (AWWA) guidelines. It will also help in keeping staff safe while working on the valves by reducing/eliminating the likelihood of repetitive motion injuries. Additionally, the unit will be used for the valve maintenance program. Valve maintenance includes cleaning of the valve box, if necessary, to access the valve nut, opening and closing the valve to ensure its ability to properly isolate a pipe section for repairs or taps, which in turn will minimize customer outages/interruptions. A valve -nut replacement kit has also been added to the purchase request, which allows for the repair of a valve nut without damaging the asphalt. On a final note, the valve maintenance trailer data logging equipment will have the ability to work with our mapping system to mark the location of the valve and to data log additional information such as the location of the valve, the size of the valve, and the number of turns. As part of the Capital Outlay budget, $69,500.00 for the equipment purchase was approved for FY 2018/2019. IRCDUS staff requests permission to waive the requirement for bids and purchase the equipment from E.H. Wachs, which holds several patents for equipment that are advantageous to use. They are: Patent Number (PN) 9,188,240 positioning system for valve operating machine, PN 9,038,667 — Dual arm valve operating machine, and PN 9,523,443 - position locking system for valve operating machine. The health and safety of the residents of Indian River County is of the utmost importance. If the equipment is not purchased, maintaining compliance with said FAC will be difficult. Also, proper operation of the valves, in the linear assets, is critical to IRCDUS during pipe material failure, damaged hydrants, or contractors accidentally damaging underground water distribution and/or wastewater pipe. C:\Users\legistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@BC263FB4\@BCL@BC263FB4.doc Page 1 offl A FUNDING: Funds for this project are in the capital account in the operating fund. Operating funds are derived from water and sewer sales. Description Account Number Amount Valve Machine 47126936-066400 $69,500.00 RECOMMENDATION: Staff recommends that the Board of County Commissioners waives the requirement to bid and authorize the Purchasing Division to issue a purchase order for the purchase. of the valve maintenance machine/trailer unit as well as any ongoing repairs or replacement parts through E.H. Wachs. ATTACHMENTS: 1. Wachs Valve Machine Quote 2. Wachs Sole Source Letter 3. Valve Nut RX Datasheet C:\Users\Legistar\Appdata\Local\Temp\BCL Technologies\Easypdf 8\@BCL@BC263FB4\@BCL@BC263FB4.Doc 115 SuperiE.H.WACHS® water Utility Products 600 Knightsbridge Pkwy I Lincolnshire IL 60069 A DMslowi of17LT T +1 847 537 8800 1 F +1 847 520 1147 or Equipment. Complete Support.' ehwachs.com TO: Sean McFarland Indian River County 4350 41 st St. Vero Beach, FL 32967 E.H. Wachs is pleased to offer the following quotation. Item Number Description. Quotation Page 1 of 1 Date: 10/17/2018 Quotation Number: DW116525 Payment Terms: Shipping Terms: Valid Through: 12/16/2018 Estimated Delivery: See Below Unit Price Line Total Qty U/M (USD) Disc% (USD) 1 77-000-36 Standard LX (Gas) - VMT (RH): Single turner valve maintenance trailer; includes Wachs 750 Ft/lb (1020 Nm) Extended Reach Valve operator, telescoping valve key and Wachs ruggedized HC -100 with GPS controller/datalogger. A 27 HP (20 kW) gasoline powered Kohler overhead cam air cooled engine provides ample power for all contained functions, including an auxiliary HTMA Class II circuit; 10 gallon (38 L) reservoir, fan cooled heat exchanger, continuous duty rated for 8 GPM (30.3 LPM) @ 1,800 PSI (125 bar). A positive displacement blower provides 500 CFM (14.2 cmm) -11" (280mm) Hg vacuum, with spoils containment provided by a 250 (950 L) gallon tank with power hydraulic dump (rear discharge) and latching rear door. Also driven from the common power train is a 2.5 gpm (9.5 LPM) @ 3000 PSI (210 bar) pressure washer system with 3 gallon (11.4 L) anti -freeze tank and 95 gallon (360 L) water tank. Includes 2-1/2" (63.5mm), 1-1 /4" (31.75mm) & 7/8" (22mm) suction wands and one each short and long wash -down guns. The LX package bundles the light bar with arrow board, 45' (14 M) auxiliary hydraulic hose reel for operation of hydraulic power tools, Bluetooth tethering module (installed in ERV -750) for wireless communication between the exerciser and Controller/Data Logger and 24" (61cm) X 18" (46cm) x 18" (46cm) aluminum job box. Already GPS enabled, however adding option 79-412-02 (Trimble R2 GNSS receiver) provides survey grade centimeter accuracy. 2 08-000-15 Valve Nut Rx Kit - Includes T Nut Extracting Tool and 7' Installation Tool, Toolbox, (10) Stainless Steel Emergency Nuts, (1) each sizes 1-10 with Template. (1) Professional Battery Operated Drill to operate drill and tap kit included, (1) Set of extracting sockets, (1) Set of Deep Well 6 Piece Sockets with sleeves, (1) Chaser Kit - 3/4", 5/8", 1/2", 9/16", 31b. Sledge Hammer with Soft Sledge, Allen Wrench Set, Grease Tube, (1) Each 1/4" and 11/32" Drill Bits. Kit also to includes 6" File, Flashlight, Adjustable Magnet, Roll of Fixing Tape and all necessary hardware to reinstall operating nuts. EA 63,375.00 5.0% 60,206.25 EA 7,995.00 5.0% 7,595.25 Subtotal 67,801.50 1,600.00 Total (USD) $69,401.50 Sales of E.H. Wachs products and services are expressly limited to and made conditional on acceptance of its current Terms and Conditions of Sale, found at www.ehwachs.com ("Terms"). Any additional or different terms are hereby rejected. Commencement of work by E.H. Wachs or acceptance of delivery of products by you constitutes your acceptance of the Terms. 116 A Division of i%W The Valve Maintenance xoerh turnvalves.com Utility Products Division 600 Knightsbridge Parkway I Lincolnshire, Illinois 60069 T: +1.815.943.47851 F: +1.815.943.5098 866.392.1060 April 10, 2018 This letter serves as a sole source document for the Valve Maintenance Trailer (VMT) & Valve Maintenance Skid (VMS) line of products (including the Hydro -Excavation units) manufactured by E.H. Wachs, Utility Products Division. The VMT/VMS equipment and accessories are designed, manufactured, assembled and distributed solely by E.H Wachs. The design of this tool is so unique; it has been awarded multiple US patents: Patent Number 9,523,443 — Position locking system for valve operating machine Patent Number. 9,188,240 — Positioning system for valve operating machine Patent Number 9,038,667 — Dual arm valve operating machine Patent Number 8,025,078 - Vehicle mountable arm for valve operating machine Patent Number 5,937,373 (expired) Method of controlling an underground fluid flow system Patent Number 5,381,996 (expired) - Valve operator In the domestic US, regional distribution is through direct salesmen or exclusive territory dealers; for your area Hassan Cruz is the only outlet to purchase these products. To the best of our knowledge, no other vendor manufactures and distributes units with these unique feature sets. Please let me know should you need further details. Jeff Swiatowy General Manager Wachs Utility Products 117 Utility Products A Division of 17W The Valve Maintenance Experts'" Save the streets. Save time and money by replacing rounded or worn out operating valve nuts with new long-lasting stainless steel replacement nuts and avoid complete valve removal. Our complete Valve Nut Rx kit provides everything needed for successful nut replacement. Removing the worn nut is as easy as lowering the 7ft Nut Extractor, set, lock and lift. To measure correct new valve nut set old nut onto provided template to select proper sizing. o Replace a rounded or inoperable OP nut. o Replace a missing OP nut. c, Remove any corroded nut or bolt holding down an old OP nut. o Replace the old retaining Nut or Bolt with a new SS Nut or Bolt. o Drill and tap any valve stem, if needed to secure the new OP Nut V M, DD 'M L ..� i MMF*ilvl 11 WACHS UTILITY PRODUCTS 600 Knightsbridge Parkway Lincolnshire, IL 60069 +1(847) 537-8800 www.turnvalves.com 118 May 18, 2018 Re"Agendam INDIAN RIVER COUNTY, FLORIDA DEPARTMENT OF UTILITY SERVICES Date: October 24, 2018 To: Jason E. Brown, County Administrator From: Vincent Burke, P.E., Director of Utility Services Prepared By: Cindy Corrente, Utility Finance Manager Eric Charest,.Environmental Compliance Analyst Arjuna Weragoda, P.E., Capital Projects Manager Subject: Surface Water Supply Topic DESCRIPTIONS AND CONDITIONS: On October 23, 2018, the Indian River County Board of County Commissioners (BCC) requested staff obtain more details on a rate adjustment to facilitate the potential for a surface water supply to serve a portion of the future potable water needs of the residents of Indian River County. ANALYSIS: The County currently operates two nanofiltration Water Treatment Plants (WTPs) that are supplied by a total of 16 production wells constructed into the Upper Floridan Aquifer (UFA). The expansion of the North County WTP, completed in 2009, provided the County with an installed treatment capacity that exceeds the Consumptive Use Permit (CUP) allocation to supply the facility. Under the CUP, the County is restricted to an annual average withdrawal of 12.84 million gallons per day (MGD) combined raw water withdrawal from the 16 production wells, yet there is ample treatment capacity at both water treatment plants (approximately 21 MGD finished water) to serve the County for the next ten (10) years. Currently the Indian River County. Department of Utility Services (IRCDUS) is pursuing a modification to the CUP allocation to be in-line with the WTPs' capacity. Therefore, the County has not programmed any surface water treatment reservoir projects in the five-year capital improvement horizon. However, the County has previously evaluated potential options for an alternative source of water other than the UFA. In 2007, IRCDUS developed an Alternative Water Supply Master Plan, which included an evaluation of a fresh surface water/reservoir component. Also, in 2014 and 2015, IRCDUS undertook two (2) surface water supply evaluations. One was located in the north part of the unincorporated Indian River County and the other in the south. The three studies evaluated pros/cons, opinion of probable cost and recommendations. In addition to cost, any property purchased for a surface water reservoir, at a minimum, will require the following criteria evaluated: • Land Use, Zoning and Off-site Improvements ✓ Existing/future land use and zoning ✓ Special development regulations 119 Pagel of 4 C:\Users\legistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@68233F7B\@BCL@68233F7B.docx Rights-of-way ✓ Off-site improvement requirements • Environmental Considerations ✓ Wetlands Threatened and endangered species • Geotechnical Investigation ✓ Soil exploration and suitability for structure support ✓ Observed and estimated water table elevations ✓ Suitability for fill ✓ Permeability tests • Permitting Evaluation ✓ Federal, state and local criteria ✓ Site access ✓ Setbacks ✓ Uplands conservation ✓ Landscape requirements • Vulnerability and Security ✓ Wildlife ✓ Debris, algae and invasive aquatic vegetation ✓ Vandalism and acts of terrorism The following table outlines some of the typical pros and cons of a surface water supply reservoir/ treatment. 120 Page 2 of 4 C:\Users\legistar\AppData\Local\Temp\BCLTechnologies\easyPDF 8\@BCL@68233F7B\@BCL@68233F7B.docx Fresh Surface Water/Reservoirs Pros • Fresh surface water resources can be abundant particularly if located near main canals • Diversification of supply sources • Potentialdiversion of runoff to the Indian River Lagoon depending on the siting of reservoir - Potential reduced TMDL loadings to the Lagoon • Reduced long-term demand on stressed UFA Cons • Different membrane treatment technology may be required • May require long transmission lines • May impact minimum flows and levels in the St. Johns River? • Operational guidelines for the water conservation areas will be a constraint on available supply • Exposure/vulnerability to contaminants and vandalism/acts of terrorism • Costly treatment plant • Source water will require protection • Evaporative losses • Operational expense • Land acquisition required 120 Page 2 of 4 C:\Users\legistar\AppData\Local\Temp\BCLTechnologies\easyPDF 8\@BCL@68233F7B\@BCL@68233F7B.docx The following tables show the opinion of probable cost based on two studies. 2014 — Alternative Water Supply Analysis from CDM Smith Study Additional Demand (mgd) Reservoir Size (acres) Land Acquisition Cost ($ millions) Capital Cost ($ millions) Total Annual 0&M Cost ($ millions) Unit Production Cost ($/1,000 gal) 3.74 44 0.6 80 2.2 5.17 , 5.02 64 0.76 81 3.1 4.37 10.82 132 1.42 104 1 3.2 2.41 2015 — Osprey Marsh Expansion Analysis from CDM Smith Study Additional Reservoir Size Land Acquisition Capital Cost Total Annual Unit Production Demand (acres) Cost ($ millions) 0&M Cost Cost (mgd) ($ millions) ($ millions) ($/1,000 gal) 5.0 48 1 89 . 5.2 5.69 Prior to moving forward with the acquisition of any parcel or parcels, staff would strongly recommend conducting a due diligence study such as the one done for the Osprey Marsh Expansion. Beyond land use requirements, environmental considerations, geotechnical investigation, vulnerability, and security, the due diligence should also include the following: • Modeling to determine available volume of water in canal system; potentially a pilot study; • Negotiations with the various drainage districts to secure withdrawal permits and pump station/transmission piping ROW; pre -application meetings with regulatory agencies; emergency discharge before/after hurricane or heavy rainfall event; • Negotiations with property owners; final site selection; preparation of purchase agreements; ROW agreements for pipelines; • Preliminary design of the reservoir, piping and treatment; The nature of a study such as this is complicated, expensive and time intensive. A critical challenge faced by utilities contemplating these emerging water supply options is that they appearto be quite expensive relative to the current water supply source. The key question is whether there are benefits associated with these options that justify the added financial expense. Finding new and affordable sources of potable Water and improving the management of existing supplies are among the most fundamental challenges facing utilities. It may be more prudent to await the results of the CUP modification request (in progress) to determine the best path forward. The County currently has sufficient capabilities to physically produce over 20 MGD which would be more than enough water production should the regulatory allowance be given. FUNDING: Staff has not budgeted any funds for land acquisition, detailed design, and construction of a surface water reservoir/treatment facility. Typically, rate making practice requires reasonable relationships between benefits, costs and charges for services; as such, it would be outside practice norms to set rates without these relationships. The general practice when addressing future utility funding requirements is 121 Page 3 of 4 C:\Users\legistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@68233F7B\@BCL@68233F7B.docx for the utility to first identify the capital requirements and associated timetable through engineering studies, including a capital program funding study. The capital program funding feasibility study identifies appropriate funding sources for each project, availability of existing funds, and, if required, rate adjustments. In setting rates, it is important to understand the type of capital improvement to be funded (i.e. water, wastewater, reclaimed water, expansion, upgrade, replacement and renewal (R&R) or a combination) along with its impact on operations and operating and maintenance (O&M) expenses. Therefore, funds for such a study can be derived from capital funding if a project were to come to fruition. Capital fund revenues are generated from impact fees. Furthermore, new growth has created the need for the expansion or construction of the facilities, and that new growth will benefit from the expansion or construction of the facilities. If this project does not come to fruition, then consultant expenses will be derived from operating funds. RECOMMENDATION: Staff recommends the Board of County Commissioners consider the following: • Authorize staff to complete the Consumptive Use Permit modification process. Once that process has been completed, authorize staff to explore additional locations to handle surface water supply reservoir/treatment needs at the time it is forecast that additional water capacity will be needed. ATTACHMENT(s): Staff Report for the 83 -Acre Due Diligence Report & Opinion of Probable Cost from the February 16, 2016 BCC meeting. 122 Page 4 of 4 C:\Users\legistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@68233F7B\@BCL@68233F7B.docx ,.Y INDIAN RIVER COUNTY, FLORIDA DEPARTMENT OF UTILITY SERVICES t`t•�1..rcilry' Date: February 09, 2016 To: Joseph A. Baird, County Administrator From: Vincent M. Burke, P.E., Director of Utility Services Subject: 83.14 +/- Acres Due Diligence Report and Opinion of Probable Cost DESCRIPTIONS AND CONDITIONS: On December 15, 2015, the Indian River County Board of County Commissioners (BCC) approved an agreement to purchase 83.14 +/- acres of undeveloped land at 925 5th Street SW, just east of Osprey Marsh Algal Turf Scrubber site, contingent upon a due diligence time period that ends Monday, February 29, 2016. The undeveloped site is being considered as a location for a potential surface water reservoir used for nutrient load reductions or as an alternative water supply for the County's potable water needs. At that same meeting, the Board approved Work Order No.4 to hire consulting engineer, CDM Smith, to assist the Utilities Department in performing a due diligence investigation and to determine an estimated opinion of probable costs for such a potential reservoir and surface water treatment plant. The final sale of the property is scheduled to occur at 2:00 pm on Tuesday, March 1, 2016. The purpose of this agenda is to update the Board on the findings thus far. ANALYSIS: Appraisal At the December 15, 2015 BCC meeting, staff informed the Board about the sales history associated with the property. The purchase and sale agreement approved by the Board at that meeting was in the offer of.a one-time payment of $1,000,000. The County enlisted the services of Armfield & Wagner (A&W) for several reasons. The firm is local, they are reputable and the firm had previously done an appraisal on the subject property for a private developer back in 2011. A&W updated their historical information and presented their report to the County on December 30, 2015. A&W Appraisal #43829, which complies with the Uniform Standards of Professional Appraisal Practice F:\Utilities\UTILITY . Engineering\WATERWternative Water Supply\Portoflno Preserve aka alackstone 83 acre site\Due Diligence RepoMcc 99 02_16 2016\Agenda • Due Diligence Report and OPC for 83 acre site for SCC meeting 02_16_2026.docz Page 1 of 14 (USPAP), used the sales comparison approach. in the opinion of A&W, the market value of the fee simple real estate of the 83.14 acres +/- is $1,400,000. CDM Smith's final report, included with this agenda as Attachment 1, is broken down into the following categories: 1) Background and Purpose 2) County land use, zoning & off site improvement requirements 3) Environmental considerations 4) Geotechnical investigation 5) Permitting evaluation 6) Conceptual design 7) Engineer's opinion of probable cost 8) Recommendation Background and Purpose The Indian River County Department of Utility Services (IRCDUS) currently operates two water treatment plants that use raw water from the Upper Floridan Aquifer. IRCDUS uses 15 wells (a 16th well is pending construction to provide redundancy) to supply the plants. Based on various studies from the St Johns River Water Management District (SJRWMD) and from County sponsored investigative reports, other alternative sources have been explored for its drinking water supply. Various studies and evaluations completed to date have resulted in the recommendation that should an alternative supply be needed, the County pursue development of a surface water source. When the 83 acre site next to the Osprey Marsh came on the market, it opened up the possibility of using the site to store surface water due to its close proximity to existing infrastructure. CDM Smith was hired to evaluate the environmental considerations, permitting requirements, geotechnical conditions, access, land use and other technical requirements to assist the county in determining if the site would be a good candidate for such a project. In addition to the project requirements, CDM Smith put together an opinion of probable cost (OPC), based on a conceptual/ planning level design, to determine if the project could be financially feasible. The short time duration for the report/ agenda did not allow for any pre -applications meetings with the regulatory agencies. Staff did undergo an Indian River County Technical Review Committee Pre - Application process that is the basis for much of the following local requirements. It is strongly suggested that should the process move forward, to meet with the regulatory agencies to better identify and solidify their requirements for such a project. County land use, Zoning & off site improvement requirements The 83 acre site is zoned RS -6 (single family residential), RM -6 (multi -family residential) and CL (limited commercial), all with an L-2 land use classification (low density residential). The L-2 land use designation allows for up to 6 residential units per acre, which is why the two previous developers were looking to put up to 178 single family homes on the subject property. Under both the RS -6 and RM -6 zoning districts, "limited public and private utilities" are considered a.Special Exception use. As such, no land re -designation is anticipated for the site, but a special exemption would be r:\Utilities\U71uTY - Engineering\WATIR\Altemative Water Supply\Portofino Preserve ala Blackstone 83 acre site\Due Diligence Repo ZABCC 100 02 16 2016\Agenda - Due Difigence Report and 01PC for 93 acre site for BCC meeting 02 16_2016.docx Page 2 of 24 requested and handled through two public hearings. The first public hearing would be held with the County's Planning and Zoning Commission (PZC) and the second public hearing would be with the County's BCC. Use of the property with a special exemption would still need to meet the requirements of the county's Land Development Regulations (LDR). On January 18, 2016, a pre -application meeting was held with County staff to identify all applicable zoning requirements such as landscaping needs, setbacks, rights-of-way (ROW), and other local permitting requirements such as a Utility Construction Permit (UCP). Included in the LDR is a requirement for the project developer to obtain a mining permit if 5,000 cubic yards (or more) of excavated fill are removed from the site and transported over County roadways. However, if the excavation activity is defined as "temporary," in nature and not part of the overall site use, then a two month excavation and transport window is allowable to the developer/owner without the need to rezone for a mining permit. The subject property falls within the County's designated "other corridors" as outlined in Section 911.22 of the LDR, but after review of the applicable regulations, it does not appear that the property would be subjected to those requirements. LDR Section 952.08(1)(c) required the project to adhere to the County's minimum 60 -foot local roadway standard. A 60 foot ROW already exists on the west side of the property, along 12th Avenue SW. In discussions with County staff, this ROW is to be preserved even if the County were to own both sides of the ROW (Osprey Marsh to the West, Subject Property to the East). While the project would not add additional vehicles/trips, the County wishes to preserve the ability to develop this roadway once sufficient level of service requirements dictate the need to do so. Such a future roadway would connect 511 street SW to Oslo Road, aka 91h Street SW. An Indian River Farms Water Control District (IRFWCD) ROW overlaps the existing County ROW. In discussions with the Superintendent of the IRFWCD, CDM Smith was informed that the Farms may consider abandoning their ROW interest since there is no longer a drainage canal present. However, this action would be subject to the Farm's Board for final approval and only applicable if the County were to own both sides of the northern portion of 121h Avenue SW. This option is not available if the property is not purchased by the County or owned by a private developer. In discussions with County staff it was suggested that 10th Avenue SW, and not Oslo Road, be used as a potential access point for the site. This would negate improvements into the C/L designated portion of the property that fronts Oslo Road. Thus, the Oslo frontage piece could potentially be sold off to a private entity at some future time. However, as part of the LDR requirements, not only would a 30 foot ROW dedication be needed along 10th Avenue SW, but also along the east/west running 7t' Street SW. See attached Figure 2-1 of the CDM Smith report which details the ROW dedication required. 1:\utilities\UTILITY - Engineering\WATER\Alternative Water Supply\Portofino Preserve aka Blackstone 83 acre site\Due Difigence. RepoRAL 101. .02_16 2016\Agenda - Due Diligence Report and OPC for 83 acre site for BCC meeting 02_16_2016 v2 cmc.docx Page 3 of 14 Figure 2-1: Conceptual Layout -South County Reservoir Site, 925 5t" Street SW L :t' t_-.:;^T._t'L�•:'F::rfrm'uT:^c�ti.i.:......_- :-• 4 f I •t r3a:- :.. o Yr::_^ ::-•�_a�- _ �c^+. �+,•x' 1 tk T T,u t+:r l�f-1' `^i:•v. „Fr •: -^ - ....... ...��... ��1� / IY•l :N.TI =:i N .t• 7T�.,. �^1: t y �^.F. ..� µ+ F � i�• rr � i� V. �-•'�• f._ / i( i,:.=='• Vara'• _KzJC ^ f \k N +!'r+v_I}`w_"!•-.i�/� �:TLjT4+•M �•3. rrF�. SJ'^ ,.iJ, �'.,+ LEGEND ,^�•, l�C•{.• • J.'• wrX rt:... rtr.M-:F-.<: rt•1':AT• r ' •.F f 1 • ,\`t•u•.'• r•^ c+•N . a -c, hL 1 N'l ..C'rr ,W.: •?` �i ComFi• ta5 130 :- srn!`hFE t:cr•.r,CZx:�1l:.,:r,r�:-fii:�ct:uihC}u1;t•:..:ss•.'r>:rSi:�:+�,�:r�o:ir'.Ir.�lar.f?i•r�rl;f,Lr,�°: -. •5 Use of the property as a reservoir would not generate significant daily trips to/from the site. Most of the activity would be associated with trips from the South County Water Plant, just west of the site. No buildings, offices or restrooms would be built on the site thus limiting the offsite improvements to the ROW dedication as described previously. Environmental Considerations Section 3 of CDM Smith's report details the local, state and Federal requirements for determining the types of wetlands and the mitigating impacts if those wetlands are disturbed as part of a development project. in addition there is a potential presence of endangered or threatened species that may exist on the site. Any and all determinations will need to be conducted with appropriate regulatory staff and site visits/ground truthing. Such work was outside the scope of CDM Smith's work order. Due to tight time constraints associated with the sale of the property, only desktop evaluations based on best available data were used to indicate potential environmental concerns. The presence and approximate extents of wetlands within the project site were determined based on a desktop evaluation of United States Fish and Wildlife Service (USFWS) National Wetlands Inventory (NWI) data, historic and current aerial photographs, National Resource Conservation Service (NRCS) soils data, and SJRWMD land use and land cover data. Based on this desktop evaluation the project site contains approximately 10 acres of freshwater scrub wetlands (figure 3- 1). According to the NWI database, these wetlands are classified as palustrine scrub wetlands with J;\Utilities\UTILITY - Engineering\WATER\Alternative Water Supply\Portofino Preserve aka Blackstone 83 acre site\Due Diligence Repo zkcC 102 02.16 2016\Agenda - Due Aifigence Report and OK for 83 acre site for OCC meeting 02162016 v2 cmc.doex Pape 4 of 14 broad-leaved deciduous vegetation and are seasonally to semi -permanently flooded. These wetlands have been impacted by the historic ditching that has occurred adjacent to the parcel. Wetland boundaries are approximate and should not be used for permitting purposes. During the next phase of the project, field delineation of wetland boundaries should be conducted to determine the state and federal jurisdictional extents of wetlands on site in advance of permitting. Additionally, field evaluation of wetland quality should also be evaluated during the field delineation. Wetland boundaries are subject to state and federal regulatory agency verification and approval during the permitting process. Figure 3-1: Preliminary Wetland Extents Wetland mitigation would be necessary to offset any impacts as a result of the project. CDM Smith researched two such potential mitigation efforts to offset the 10.6 acres +/- of wetlands. During the desktop evaluation, the project is estimated to require 10.6 Uniform Mitigation Assessment Method (UMAM) credits to off -set direct and secondary wetland impacts. The final number of credits necessary would depend on the total wetland acreage on site determined by field delineation and wetland quality within the impact area. Mitigation bank credits could be purchased from Mary A Mitigation Bank in Brevard County at a price of $45,000 per credit for joint state and federal UMAM credits. Thus, the estimated total project mitigation cost using a mitigation bank would be $477,000. As part of the due diligence effort, the parcel adjacent to the site, as shown in Figure 3-2, was looked at to potentially increase the footprint of the site while adding frontage along the eastern side of the lateral J canal. FDOT was contacted to see if there would be any interest in a possible swap between their 4.7 acre site and a 3.12 acre county -owned parcel in the near vicinity. During the discussions, CDM Smith did a desktop evaluation of the FDOT site and found that a majority of the FDOT land is classified as freshwater/forested wetlands and would have to be mitigated should that area be used in conjunction with the reservoir project. Therefore, staff does not recommend pursuing discussions with the FDOT at this time. J:\Lllillties\UIlLllY Engineering\WATER\Alternative Water Supply\Portofino Preserve aka Blackstone 63 acre site\Due Diligence RepOA VaCC 103 02.16 2016\Agenda Due Diligence Report and OPC for 83 acre site for BCC meeting 02_16_2016 v7. cmc.docx Page 5 of 14 tiA c,� 4� I � t �:3GC� j� • I •.. a Wetland mitigation would be necessary to offset any impacts as a result of the project. CDM Smith researched two such potential mitigation efforts to offset the 10.6 acres +/- of wetlands. During the desktop evaluation, the project is estimated to require 10.6 Uniform Mitigation Assessment Method (UMAM) credits to off -set direct and secondary wetland impacts. The final number of credits necessary would depend on the total wetland acreage on site determined by field delineation and wetland quality within the impact area. Mitigation bank credits could be purchased from Mary A Mitigation Bank in Brevard County at a price of $45,000 per credit for joint state and federal UMAM credits. Thus, the estimated total project mitigation cost using a mitigation bank would be $477,000. As part of the due diligence effort, the parcel adjacent to the site, as shown in Figure 3-2, was looked at to potentially increase the footprint of the site while adding frontage along the eastern side of the lateral J canal. FDOT was contacted to see if there would be any interest in a possible swap between their 4.7 acre site and a 3.12 acre county -owned parcel in the near vicinity. During the discussions, CDM Smith did a desktop evaluation of the FDOT site and found that a majority of the FDOT land is classified as freshwater/forested wetlands and would have to be mitigated should that area be used in conjunction with the reservoir project. Therefore, staff does not recommend pursuing discussions with the FDOT at this time. J:\Lllillties\UIlLllY Engineering\WATER\Alternative Water Supply\Portofino Preserve aka Blackstone 63 acre site\Due Diligence RepOA VaCC 103 02.16 2016\Agenda Due Diligence Report and OPC for 83 acre site for BCC meeting 02_16_2016 v7. cmc.docx Page 5 of 14 Figure 3-2: MOT parcel adjacent to site CDM Smith reviewed state and federal databases to determine if protected species could be on or adjacent to the site. In conversations with Beth Powell, Conservation Lands Manager, she confirmed that the presence of Scrub Jays on the site were not likely but certainly possible. Gopher tortoise and.other species listed below, as determined by CDM Smith, could potentially be on site. A site visit/ ground truthing will be required by the regulatory agencies if the project proceeds to the next phase. Table 3-1: List of Protected Species Potentially Occurring on/near the site .r:fYi'.!:•!T:'.. l•�.,'.•4li:ti'T:S .. ^•Ii]: ::3:.:.• � 1:\Utilities\UTIInY - Engineering\WATER\Alternative Water Supply\Portofino Preserve aka Blackstone 83 acre site\Due Diligence Repo��i c 104 02-16-2016Wenda - Due Diligence Report and UPC for 83 acre lite for RCC meeting 02_16 2016 v2 cmc.docx Page 6 of 24 •7•'ti��i+ l: 'Y•::i ^iY. ::t •\sal t•,'h:.:ti.� •y oYIQ4+ 4.r -r.nY..r... �:+' I • .. _..•.f sY_a ! t r•Y'..�r.\ ♦IT. .. {� :,. :a �•'3.••Y..'i. i ti:. = :i•.: i> }I'�?.aYa�>•t I t •:f:ii. i•,t %! .r1:n.^t• ,:yi_ll �'.f�t1L�Jit •.. It..•• wTi ft a:t 4.:.._• I L.• w6�... I _•• I � t}•>Y > N�!a.r:>:niS•nf. i'J: ✓ a'Qr•� •.h• . _.. i.r r+ I •-J.J•Y <.•t. •,•,••a:ra>sx•Le•y.n-•..er_ y 1I . r r f. � ._._II '4t M< ♦`,.jt••,G`atifwtl: . t . /3ff ....H!a .. ..t fA.Yi`,�.•la•.'i:.i�ni•. ,*:,�•fvG !i• I 1T.•!h Ylt1!�.i Y.t � ''✓•ui/.;la>♦y NtJ �. ,•:' � 1•-•r. .t.. a f. � .y -,•:••SSYy I'. (n•r.! •fC1?•!�t•': J•rn T't tlY !afi 3•I tf'.1 i 1.Y•S •f tA�r +.._ ..._ .�:. I i 1'�> 7YJ>... ... ..rTt -r'::S i.T •::X: .r:fYi'.!:•!T:'.. l•�.,'.•4li:ti'T:S .. ^•Ii]: ::3:.:.• � 1:\Utilities\UTIInY - Engineering\WATER\Alternative Water Supply\Portofino Preserve aka Blackstone 83 acre site\Due Diligence Repo��i c 104 02-16-2016Wenda - Due Diligence Report and UPC for 83 acre lite for RCC meeting 02_16 2016 v2 cmc.docx Page 6 of 24 Geotechnical Investigations In late December 2015/early January 2016, the County directly hired one of the local geotechnical firms under its continuing services contract. Keller, Schleicher & MacWilliam Engineering and Testing, Inc. (KSM) perform a preliminary subsurface investigation that consisted of five (5) soil borings and five (5) permeability tests. The geotechnical report was furnished to CDM Smith for evaluation in determining if the excavated soils could be used as road underlayment, if the material could be used for the construction of the necessary berm, and ultimately,, if the soils underneath the surface would have adequate allowable bearing capacity to support the weight of the berm and reservoir system. The KSM summary report is included in the CDM Smith report under Appendix B. KSM performed five (5) Standard Penetration. Tests (SPT) at locations throughout the site where the reservoir would be situated. The types of soils consists of medium to fine-grained, slightly silty sand. From land surface to a depth of 50 feet below land surface (bis), no organic soils (highly compressible) or other unsuitable material was found at the SPT boring locations except for the typical surface vegetation. The soil density was classified as loose to medium dense, and according to KSM, the soils found at the location could support the structures associated with the project. According to the U.S. Department of Agriculture Soil Survey Map of Indian River County, the primary soils found at the site are Eau Gallie fine sand (3) and Pomeilo sand, 0 to 5 percent slopes (21), with some Myakka-Myakka fine sands, 0 to 2 percent slopes (5). The water table was found to vary from 40 to 80 inches below existing land surface, and based on the types of soils classified at the site, KSM estimated that the normal seasonal high water table could be anywhere between 4 to 30 inches. The normal seasonal low water table was estimated to be 50 to 80 inches below land surface. KSM also performed five (5) Usual Open Hole permeability tests at the boring locations. This type of test was developed to determine how quickly or slowly water travels through a given soil type and density over a specified amount of time. The results of the test, known as permeability (hydraulic conductivity), indicate if a soil drains well or poorly. Table 4-1 show the results of the KSM permeability tests. Table 4-1 Hydraulic Conductivity Test Results Test LoMlon P-1 3.7 x 101 Conductivity 32 P-2 3.0 x 302 26 P-3 1.5 x 101 13 P-4 1.7 x 104 15 P -S 1.9 x 10-1 16 Source: KSM Preliminary Subsurface Investigation, Januar/ 2016. 1 See Figure 4-1 for permeability test locations Based on the results of the geotechnical investigations, it appears that the soils on the subject property are moderate to high permeability, thus allowing water to travel through the pores 1:WtilitieAUTILfTy - Engineering\WATER\Alternative Water Supply\Portofino Preserve aka Blackstone 83 acre site\Due Diligence RepAPBCC 10! 02_16_2016\Agenda - Due Diligence Report and OPC for 83 acre site for BCC meeting 02_16_2016 v7. cmc.doex Page 7 of 14 somewhat rapidly. Such soils types are not considered ideal if water storage in a reservoir system is the goal, and would likely indicate that seepage from the reservoir to the surficial ground water will occur unless hydraulic controls are put in place. The soils are appropriate to support a reservoir system and associated berm structure. .Permitting Investigation Several local, state and federal permits will be required as part of this project. While some the details are not fully known due to insufficient information, more specific requirements are to be obtained during pre -applications with other regulatory agencies once a more detailed design is underway and site verification of certain environmental factors has been completed. The following permits are required: 1. An FDEP Application for a Specific Permit to Construct Potable Water System Components for the construction of the pump stations, transmission piping, reservoir and surface WTP; 2. An FDEP Environmental Resource Permit (ERP) for the minima) storm water impacts associated with the perimeter roadway. Based on the ultimate location selected, the ERP may be required to address wetland mitigation as well. A joint application -to FDEP with review by the Army Corps of Engineers would then be required. 3. A modification to the County's SJRWMD CUP No. 10524 to include surface water as a supplemental supply source; 4. An IRFWCD connection permit for the overflow structure into the Lateral], as well as for use of Right -of -Way (if needed) during construction; possible temporary permit to discharge dewatering well water to the. canal system 5.. An Indian River County Application for Major Site Plan Approval. This assumes that the project site plan will include more than 5,000 square feet (sf) of new impervious area (entrance, maintenance/perimeter road, pump slabs, etc.). Projects with between 5,000 and 150,000 sf of new impervious area can be approved at the staff level with no involvement from the Planning and Zoning Commission; 6. An Indian River County building department construction permit for the reservoir, pump stations and electrical service; 7. Indian River County ROW permits for use of road ROWS for transmission piping and pump station crossings; 8. Indian River County Utility Construction Permit; and 9. Depending on the site layout and impacts, a permit for impacts to protected species maybe required from USFWS or FWC. In addition to the permits listed above, the Department of Health (DOM) requires a minimum setback, for potable water features of 200 feet from on-site sewage disposal systems (i.e. septic J:\Utilities\UTILITY - Engineering\WATER\Alternative water supply\Portofino Preserve alta Blackstone 83 acre site\Due Diligence Repoxl%cc' 106 02_16 2016\Agenda - Due Diligence Report and OPC for 83 acre site for OCC meeting 02_16_2016 Q cmc.docx Page 8 of 14 tanks). The neighborhood south of 71h Street SW, while connected to the County water supply system, remains on septic tanks. Therefore, the storage reservoir proposed for the subject property would have to be located 2.00 feet or more from the nearest drain field. As currently presented in Figure 2-1, the reservoir is approximately 178 feet from the nearest drain field. A variance from the DON would be required to construct the reservoir as shown. Otherwise, the southern berm location would have to be shifted to gain the additional 22 feet of separation thereby losing available storage volume within the reservoir. In addition to the 30 foot ROW dedication along 7th Street and 101h Avenue SW, a 25 foot Type B buffer will be required for the site. The existing pine scrub vegetation can remain to form the buffer but this will need to be in place prior to the start of the support berm needed to hold the reservoir water. In short, a gross footprint area of around 68 acres is thus reduced to an approximate 48 acres of reservoir space. In addition, County LDR requirements state that 15% of the upland portion of the site be maintained as uplands conservation. Less the 10.6 acres of potential wetland area leaves 73 acres of upland which calculates to 10.95 acres of space required for conservation. Due to the unique nature of the site, the southern "fingers" could be used to satisfy this requirement. Figure 2-1 depicts the conceptual layout of the reservoir system with the required ROW allocations, buffer setbacks, berm, reservoir footprint and associated conservation areas. To the west of the site is the Osprey Marsh Algal Turf Scrubber System and the South County Water Treatment Plant. Figure 2-1: Conceptual Layout -South County Reservoir Site, 925 5th Street SW i 1ri� _ .-_` •. (.- _ — �;:.'a"r� -r •^zc a.�c—s:.•r_:mc—.a+ar.,r--r _ . i L -n'&' • ' - nx� J. 'Y tar. a• .ex-. ` 1- .r"y �• .. 1 r: tc a %;.M ./ al E 1-C.- .•.c: :` f t^�-.--_•R •.�.` :^ II l a-- .. C .. Fes• � �j ` � 1 • f ,� (,,. .-. - :Z • ax f '. i_II ( L41 =e3t4: i!? _ 1 Smith Conceptutat Lnyout of the Smith County Reservoir �{__. 0;k., { iyt l:.te,l� Fi, =r C I*X lc FE', 1C'S 1:\Utilities\UTILITY - Engineering\WATER\Alternative Water Suppfy\Portofino Preserve aka Blackstone 83 acre site\Due Diligence RepAluce 107 02_16_2016\Agenda - Dur_ Diligence Report and OPC for 83 acre site for BCC meeting 02_16 2016 v2 cmc.docx Page 9 of 14 Conceptual Design The reservoir was sized to be as large as possible after all other setbacks, roadways, seepage ditches and berms were in place. The ROW dedication and DOH offsets would indicate that an approximate surface area of 48 acres is allowable. The 12 foot high berm would be constructed to account for any severe weather events/wave action or hurricane force winds. The assumed water depth is to be 10 feet given the berm side slopes of 3 Horizontal:1 Vertical. At full capacity, approximately 232 million gallons of water could be stored. As part of the exercise, the treated water from the Osprey Marsh site is to be used to fill the reservoir. The county blends up to 1 million gallons a day (MGD) of demineralized concentrate from the South County WTP and mixes it with up to 10 MGD of canal water from the 271h Avenue pump station. The 27th Avenue pump station has two (2) 10 MGD pumps that operate individually to send the canal water through a 24" diameter pipe. The treated water from the Osprey site currently discharges by gravity to the lateral J-1 canal. If that water were to be used for the reservoir, a new 11 MGD pump station would need to be installed to convey water from the Osprey Site to the reservoir. A separate pump station would need to be installed on the southeast corner of the reservoir to send water from the reservoir back to the new Surface Water Treatment Plant. Such a pumping array will need to be calibrated and carefully operated to ensure successful conveyance of water during normal and emergency operations. If a power outage were to occur, a very large portable or standby generator would be needed at each and every pumping location to ensure continuity of operation. Water quality from the Osprey Marsh site was evaluated to determine the type and kind of surface water treatment necessary to remove dissolved solids and other non -desirable contaminants to meet state and federal drinking water standards. As such, there is a higher than typical chloride concentration in the Osprey Marsh treated water that would need to be removed for potable water consumption. A very sophisticated treatment train consisting of conventional surface water treatment processes (i.e., flocculation and clarification with plate settlers) to reduce suspended solids concentrations and color, followed by microfiltration (MF)/ultrafiltration (UF) to further reduce suspended solids and bacteria and then low-pressure reverse osmosis (LPRO) to reduce the total dissolved solids concentration (salinity) and microbiologicals to within the drinking water standards would be required. This combination of treatment processes provides a high level of treatment. One potential concern is the formation of algal toxins from the algal turf scrubber system discharge. Algal toxins in surface water supplies have been reported in several locations in the US. The combination of MF/UF/RO has been reported in literature to remove many of these toxins As shown in Figure 2-1, there is approximately 10 aces of useable space just north of the South County RO plant for a new, separate treatment process as just described. Close proximity to the existing piping infrastructure is ideal, allowing for combination of the finished water from either plant to be sent out to the distribution system. Residual by products from the surface WTP need to be considered for treatment and disposal. One option is to construct a 3,000 foot deep injection well. Another option would be to expand the Osprey Marsh operation, which would require extensive pump modifications, additional water transmission piping and larger maintenance need, for such an operation. In addition, solids dewatering may be necessary as part of the surface water treatment process and this requires 1:�Utilities\UTttnY - EngineerinaWATER\Ahemative Water Supply\Portofino Preserve aka Blackstone 83 acre Site\Due Diligence Repoxa2ecc 1108 02 16`2016\Agenda -Due Diligence Report and OPC for 83 acre site for BCC meeting 02_16_2016 v2 cmc.docx Page 10 of 14 space and isolation from nearby residential properties. The odor from such an operation has been known to be.a concern in some communities, and while mitigating controls can be put in place, they can be costly and difficult to maintain. Opinion of Probable Cost Please refer to CDM Smith's section 7 of their report for an in depth analysis of how the costs were obtained for this project. While this is still a conceptual plan, rough numbers are needed to identify the investment required for such an ambitious project. Based on some of the assumptions identified in the due diligence and site conditions/ project requirements, Table 7-1 summarizes the conceptual capital costs Table 7-1 Summary of Conceptual Construction 5.0 (Deep Infection Weil) 3.7 0.70 Its, CDM Smith ($ Millions) 1.3 i 48.3 0.76 3.8 C 58.5 Percent of Total 6% 1% 2% 83% 1% 7% r -- - 5.0 -- r— (Osprey Marsh 3.7 0.70 1.3 48.3 i 0.76 v4.5 _ Expansion)_ 5g Percent of Total 696 - 1% Y - _ 2% 82% 1% ' - 7% Conceptual estimates of total capital cost, total operations and maintenance (O&M) cost, total equivalent annual cost and unit production cost is summarized in Table 7-2 for both concentrate disposal alternatives (deep injection well (DIW) or expansion of Osprey Marsh). For the DIW alternative, total capital cost for the reservoir system is estimated to be $95 million, while unit production cost was estimated at $5.94/1,000 gallons. For the Osprey Marsh expansion alternative, total capital cost for the reservoir system is estimated to be $96 million, while unit production cost was estimated at $5.97/1,000 gallons. Annual O&M costs for both alternatives is approximately $5.3 million/year. Table 7-2 Summary of Conceptual Capital, O&M and Unit Production Costs" CDM Smith 5.0 88 5.1 5.2 10.3 5.66 (Deep injection Well) 5.0 89 5.2 5.2 10.4 5.69 (Osprey Marsh_ Expansion) Notes: 'Conceptual capital Costs include pumping, transmission, reservoir, treatment, storage and concentrate disposal. Conceptual capital costs further Include a 50 percent construction allowance (30 percent contingencies and 20 percent non -construction capital costs). z A service life of 25 years and an interest rate of 3.125 percent (Federal water resources planning discount rate for Fiscal Year 2016) was used In the analysis. 3 Conceptual O&M costs include equipment, staffing, power and chemical costs, where appropriate. `Total equivalent annual costs include annualized capital costs plus O&M costs. 5 Unit production cost is equal to Total Equivalent Annual cost divided by demand from reservoir (average annual rate of delivery of water). !:\Utilities\UTILITY - Engineering\WATER\Alternative Water Supply\Portofino Preserve aka Blackstone 83 acre site\Due Diligence Report AACC log 02_16 2016\ttgenda - Due Diligence Report and OPC for 83 acre site for BCC meeting 02_16_2016 0 cmc.doCx Page 11 of 14 Options for Consideration Based on the information provided thus far, it appears that there are four options for the Board to consider. Option 1: Cancel the Contract If the Board decides not to purchase the subject property, the contract requires that the seller be given written notice on or before February 29, 2016 (the end of the Feasibility period). If that is the case, the Board should authorize staff to prepare Exhibit B and authorize the Chairman to sign. Option 2: Purchase the land and reserve for future use If the Board decides to purchase the 83.13 acres, it will acquire the property $400,000 below present market value. The County could then use time to determine the highest and best use of the land. Option 3: Purchase land and pursue Storm Water Park/ TMDE Removal If the Board decides to purchase the property for a storm water park, it should use Optional Sales Tax funding. The land would still need to have a full environmental assessment to determine the wetland types and impacts from a storm water park. Osprey Marsh's treated water could be used to fill the reservoir negating the need to maintain the lateral J-1 canal conveyance system. Planning and coordination with JRFWCD may be necessary to operate the reservoir properly for drought/ wet weather/ emergency events if a new discharge is created at the Lateral J canal. The park could be operated and maintained by the storm water division within public works if sufficient staff time is allotted for the site. Cost share grants from the SJRWMD/DEP/EPA should be pursued to reimburse the County for the land acquisition and/or offset the capital costs needed to construct the facility. Public access could be a positive feature of the storm water park. Option 4: Purchase and develop reservoir as water source for new Water Treatment Plant If this option is selected, there would need to be a much greater amount of time and money spent on determining all the logistical, financial and operational requirements to bring this project to fruition. It is a multi-year process that will involve people from the local, state and federal levels to address much of what has been identified in the agenda item & CDM Smith report. Funding a project of this magnitude will require a substantial investment, not only on the construction portion of the project, but also because the operational costs are 3x higher for less water produced for consumption. Rate studies would be necessary to identify the full impact to the utilities rate payers and the Utility Department should bonding be required. In verbal conversations with SJRWMD, staff are excited about such an endeavor but warn that cost share funding dollars are only given out year to year, are subject to the governing board approval and may not be relied upon for long term commitments or funding levels. As noted at the December 15, 2015 BCC meeting, the parcel for sale is sold AS IS WHERE IS. The onus will be on the buyer to ensure that there are no issues that would affect the sale of the property. Having completed some of the due diligence associated with the subject property, it does not appear that there are any environmental issues that would adversely affect the County's ability to purchase the land, but there are substantial costs associated with a future potable water reservoir system. JAutilities\UTILITY. Engineering\WATER\Afternative Water Supply\Portofino Preserve aka Blackstone 83 acre Site\Due Diligence RepoXAr icc 110 02_16 2016\Agenda - Due Diligence Report and OPC for 83 acre site for BCC meeting 02_16 2016 v2 cmc.docx Page 12 of 14 Section 2.2 of the agreement states, if there are issues that would prevent a sale moving forward including, but not limited to,. economic feasibility, financing, zoning, the local government comprehensive plan, redevelopment potential, structural components of any improvements, governmental restrictions and requirements, availability of utilities, concurrency issues, physical condition, subsoil conditions, environmental matters, and such other matters as may be of concern to Buyer.... Buyer shall hove until the Feasibility Date in which to determine whether the Property is acceptable to Buyer, in its sole discretion, in al/ respects. if Buyer finds the Property to be unacceptable and elects not to proceed with the transaction contemplated hereby, Buyer shall, on or before the Feasibility Date, give written notice of termination to Seller in the form attached hereto as Exhibit B (".Termination Notice and Agreement"). The feasibility date is listed as 5:00 pm on Monday, February 29, 2016. The dosing date is listed as 2:00pm on Tuesday, March 1, 2016. FUNDING: Option 1: Cancel the Contract. No funding required Option 2: Purchase the land and reserve for future use. If it is to be used for Utility purposes, utilize impact fee funds. If it is to be used for other purposes, utilize Optional Sales Tax. Funds. Option 3: Purchase land and pursue Storm Water Park/ TMDL removal. Utilize Optional Sales Tax Funds. Option 4: Purchase and develop reservoir as water source for new Water Treatment Plant. Funds for the land purchase are derived from capital funding. Capital fund revenues are generated from impact fees. Furthermore, new growth has created the need for the expansion or construction of the facilities, and that new growth will benefit from the expansion or construction of the facilities. ACCOUNT NO.: option Description Account Number Amount 1 Cancel Contract N/A $0 2 Purchase & Reserve For future tbd !! $1,000,000 3 Storm water Park/TMDL Use: Opt. Sales Tax 31524338-066510 $1,000,000 4 Land 471-161002 $1,000,000 RECOMMENDATiON: Due to the extremely high costs not only for the capital portion required to construct the reservoir and surface water treatment plant but for the expensive operation and maintenance costs J:\Utilities\UIILFiY - Engineering\WATER\AlternaEive Water Supply\Portofino Preserve aka Blackstone 83 acre site\Due Diligence RepoA ACC 1)(1 02_16_2016\Agenda - Due Diligence Report and oPC for 83 acre site for BCC meeting 02_16_2016 v2 cmc.docx Page 23 of 14 associated with the potable water reservoir system, the purchase of the property is not economically feasible at this time. In addition, potential DOH setback requirements, close proximity to residential neighborhoods, no expansion capabilities and difficult raw water quality treatment needs prohibit this site from being an ideal location for an alternative water supply system. Therefore, staff recommends that the Board select Option 1: Cancel Contract. If Option lis selected, the Board should direct the Chairman to sign Exhibit B: Termination Notice and Agreement on their behalf and send the document to the seller on or before Monday February 29, 2016. ATTACHMENT(s): W 1. CDM Smith Due Dilieence and Opinion of Probable Cost Report On file in Board of County Commission Office 2. Exhibit B: Termination Notice and Agreement Joseph A. Baird, County Administrator For: to Indian River Co. A ro ed Date Administration .2L Legal Budget Utilities w)r) to .l4 Utilities -Finance Public Works p -1 n 1� Jt\Utilities\UTILITY - Engineering\WATER\Alternative Water Supply\Portofino Preserve aka Blackstone 83 acre site\Due Diligence Report AACC 112 02_16_2016\Agenda - Due Diligence Report and OPC for 83 acre site for BCC meeting 02_16 2016.dccx Page 14 of 14 Regular Agenda Item INDIAN RIVER COUNTY, FLORIDA DEPARTMENT OF UTILITY SERVICES Date: October 24, 2018 To: Jason E. Brown, County Administrator From: Vincent Burke, P.E., Director of Utility Services Prepared By: Cindy Corrente, Utility Finance Manager Eric Charest, Environmental Compliance Analyst Arjuna Weragoda, P.E., Capital Projects Manager Subject: Re -use Plan DESCRIPTIONS AND CONDITIONS: On October 24, 2018, the Indian. River County Board of County Commissioners (BCC) requested staff to obtain more details and evaluate a potential pressurized re -use study for Indian River County. ANALYSIS: Indian River County has historically provided reclaimed water (a.k.a. re -use) to area golf courses for irrigation. Currently, the existing re -use pipe network is not pressurized. Most of the distribution of re -use is discharged to self-contained ponds via open ended pipes. The Florida Department of Environmental Protection (FDEP) prefers the wastewater effluent to be re -use over surface water discharge. However, the St. Johns River Water Management District (SJRWMD) prohibits the discharge of re -use into a storm water management facility with an outfall to surface waters. Therefore, developers currently requesting re -use will be required to construct an isolated pond/lake without a surface water outfall. The additional area required for an isolated pond to store re -use is an impact on the net available buildable space, which in turn could be a financial impact as well. If pressurized re -use is available for new development, then the requirement of an isolated pond/lake is removed, which can be enticing to a developer. But with pressurized re -use comes other requirements such as cross -connection control, inspections, testing, proper color coding, and advisory signs. The intention of a cross -connection control is to prevent the undesirable reversal in the flow of non -potable water or other substances through a cross -connection and into the piping of the public water system or consumer's potable water system. Typically, this is accomplished by a mechanical device called the backflow preventer, which requires inspection and testing to be performed annually by a state certified vendor. These requirements have an added cost to the home owner. Indian River County Department of Utility Services (IRCDUS) has undertaken re -use studies in the past. One such study is the expansion of a pressurized re -use system to serve the Barrier Island. Although an evaluation of this area began seven years ago, the completion of that study was halted in 2012. As part of the recently executed capital improvement plan implementation outlined in the Reclaimed Water Franchise Agreement between the Town of Indian River Shores (Town) and Indian River County, it may be meaningful to reevaluate 137 C:\Users\legistar\AppData\Local\Temp\BCLTechnologies\easyPDF 8\@BCL@E41B91BF\@BCL@E41B91BF.docx options for expanding pressurized re -use to the Barrier Island. Please note that this will only address a portion of the County and not other areas. Typically, the general practice when addressing future utility funding requirements to support an expansion of pressurized re -use countywide is for the utility to first identify the capital requirements and associated timetables through engineering studies, including a capital program funding feasibility study. The capital program funding feasibility study should identify appropriate funding sources for each project, availability of existing funds, and, if required, rate adjustments. Furthermore, in setting rates, it is important to understand the type of capital improvement to be funded (i.e. water, wastewater, reclaimed water, expansion, upgrade, replacement and renewal (R&R), or a combination), along with its impact on operations and operating and maintenance (O&M) expenses. FUNDING: Staff has budgeted funds for a detailed evaluation of wastewater effluent disposal and an expansion of the pressurized re -use system. Funds for the separate studies can be derived from the other professional services account in the operating fund. Operating funds are generated from water and sewer sales. Note that both proposals would be obtained utilizing the engineering firms that are a part of the 2018 Continuing Consulting Engineering Services Agreement for Professional Services and will be brought back to the BCC for review and approval. RECOMMENDATION: Staff recommends the Board of County Commissioners consider the following: Authorize staff to negotiate a cost proposal with one of the engineering firms in the 2018 Continuing Consulting Engineering Services Agreement for Professional Services for a detailed evaluation of a Re -use Master Plan. The evaluation is to include funding requirements, build out scenarios, land development regulation changes, regulatory compliance, sources of funding, timing and appropriate rate structure modifications and/or rate adjustments. • Authorize staff to negotiate a cost proposal to determine the feasibility of a pressurized re -use system within the Barrier Island area, specifically along A1A south of CR -510. 138 Page 2 of 2 C:\Users\legistar\AppData\Local\Temp\BCL Technologies\easyPDF 8\@BCL@E41B91BF\@BCL@E41B918F.docx Regular Agenda Item INDIAN RIVER COUNTY, FLORIDA DEPARTMENT OF UTILITY SERVICES Date: October 29, 2018 To: Jason E. Brown, County Administrator From: Vincent Burke, P.E., Director of Utility Services Prepared By: Cindy Corrente, Utility Finance Manager Subject: Comprehensive Water, Wastewater, and Reclaimed (Reuse) Water Rate Study, and Water and Sewer Impact Fee Study Recommendations BACKGROUND On July 18, 2017, the Board of County Commissioners (BCC) approved the award of two professional Services Agreements with Raftelis Financial Consultants, Inc. The first agreement provided for conducting a Comprehensive Water, Wastewater, and Reclaimed Water Rate Study. The second agreement provided for conducting a Water and Wastewater Impact Fee Study. On October 2, 2018, staff presented initial findings from both studies to the BCC. The scenario presented was a revenue neutral proposal. However, after discussion during the meeting, staff was directed to bring back more rate scenarios that would encourage water conservation and penalize the high-volume users. Staff was also asked to present the details of the rate study in a more basic format in order to easily compare existing rates with those proposed. ANALYSIS Fundamental concepts There are some fundamental principles in the rate structure that are being proposed for modification. They are depicted in Attachment 5. Key points are: • Incorporate the billing charge into the monthly service availability fee. This will result in the simplification of the bill presentation. • Bill to the nearest 100 gallons rather than 1,000. This change will help equalize the customer's bill from month to month as well as have revenues more closely reflect actual expenses. • Adopt a provision to index the user rates by the lesser of 3%, or the annual difference between the Consumer Price Index (CPI) for All Urban Consumers for the twelve months prior to April of the current year. Increasing the rates in this manner would require BCC approval. Staff suggests that any such request be presented with the annual budget package. Funds from a CPI index will 139 likely be necessary to keep pace with expenses. The three largest expenses in the utility budget are personnel, chemicals and electricity. None of these expenses decrease from year to year. • Adopt the rate modifications for an effective date of March 1, 2019 Rate Tiers Three proposed scenarios are presented on Attachment 1. Attachment 2 depicts some typical bills for each scenario. Attachment 3 depicts the number of annual events (bills) that fell into each category for the period of October 1, 2016, to September 30, 2017. The first water/sewer rate scenario was proposed by the rate consultant and presented to the BCC on October 2, 2018. It is a revenue neutral proposal. The main differences between Scenario 1 and the current rates are a reduction in tiers from four to three and all usage over 10,000 is billed at the highest tier. Currently all usage over 13,000 is billed at the highest tier. This proposal does not encourage water conservation as much as the other scenarios. The second rate scenario reflects four tiers, per BCC direction. The difference in rates per thousand is not very significant until you are billed at the fourth tier at $9.84 per thousand gallons. When compared to our existing rates, this one encourages water conservation slightly. The third rate scenario further encourages water conservation over scenario two by setting the cap for the second tier at 7,000 gallons rather than 8,000. This scenario would generate almost $1,000,000 over current rates, and those funds would be reinvested into the utility system in the form of Renewal and Replacement projects. High Volume Users Identified Attachment 4 depicts the percentage of customers billed in each tier, broken out by user type. Only 14% of all customers use 8,000 or more gallons per ERU. Included in the 14% are users that used 8,000 or more gallons only for a month or two during the year. This is typically for situations where a leak or other anomaly occurred. The utility currently has a leak adjustment policy in place for these occurrences wherein usage falling into the higher tiers, due to a leak or other anomaly, is adjusted to a lower tiered rate. This policy allows the utility to recover costs for the service while not penalizing the customer for an isolated or unpreventable situation such as a pipe break. Eighty-six percent of our customers are identified as single-family homes. In that category, only 3% of the customers used 12,000 or more gallons per month. Nine percent of our customers are mobile home or multi -family residences. Only 1% of the customers in this category used over 12,000 gallons per month. Five percent of our customers fall into a commercial category. This category includes businesses in the county such as storefronts and office fronts, restaurants, clubhouses affiliated with residential and mobile home communities, and medical facilities. In this category, 9% of the commercial customers used over 12,000 gallons per ERU. However, in reviewing the accounts that are consistently falling into this high usage tier, many factors could be rectified if the customers had the appropriate number of ERUs as defined by their usage type. There have been many changes in use for various commercial establishments. For example, an office space that previously only had employee restrooms now houses a dialysis center. There is no provision in County Code to require a review and modification to ERUs 140 Page 2 of 3 whenever there is a change in use for a facility unless that change requires a building permit or certificate of occupancy. Many such changes require neither one. This has resulted in a few hundred commercial properties not having the appropriate number of ERUs based on the type of business. This is something that should be reviewed as part of a comprehensive review of the utility related sections of County Code. Miscellaneous Charges For simplicity purposes, the miscellaneous charges are depicted on Attachment 6. For some of the charges listed, staff is not recommending the rate as was calculated by the consultant. In these situations, the calculated rate is significantly higher than the current rate. Staff feels some of the costs of services should be considered as the cost of doing business as a utility and should be partially absorbed in the overall overhead rather than passed onto customers on an actual cost basis. Examples include plan reviews and disconnect/reconnect services. Impact Fees Although the rate consultant calculated and recommended utility fees that are significantly higher than those being proposed, staff is not recommending an increase in impact fees. Cash reserves in the impact fee fund are currently sufficient to cover the five-year Capital Improvements Program. The impact fees are depicted on Attachment 7. RECOMMENDATIONS Staff recommends the Board of County Commissioners (BCC) authorize the following: 1. Implement changes to go into effect on March 1, 2019 2. Modify the billing to reflect usage to the nearest 100 gallons rather than 1,000 gallons 3. Adopt rate scenario 3 4. Adopt the rates and fees as depicted in Attachment 5 5. Adopt the miscellaneous charges as reflected on Attachment 6 6. Adopt the impact fees as depicted in Attachment 7 7. Provide an allowance for an annual Consumer Price Index increase contingent upon BCC approval each year ATTACHMENTS Attachment 1— Water and Sewer Rate Scenarios Attachment 2 —Comparison of Bills Using Current and Proposed Rates Attachment 3 —Comparison of Billing Events Between Existing and Alternative Rate Structures Attachment 4 — Percentage of Events by Tier Attachment 5 — Fundamental Rate Modifications Attachment 6—Miscellaneous Charges Attachment 7 — Impact Fees Comprehensive Water, Wastewater, and Reclaimed (Reuse) Water Rate Study Water and Wastewater Impact Fee Study 141 Page 3 of 3 142 Attachment 1 Water and Sewer Rate Scenarios Existing Scenario 1 Scenario 2 Scenario 3 Allowance Rate Allowance Rate Allowance Rate Allowance Rate Water Billing Charge Per Bill $1.29 $0.00 $0.00 $0.00 Water Service Availability Charge Per ERU* $7.76 $8.75 $8.75 $8.75 Block 1 Volumetric charge per 1,000 gallons 0-3,000 $2.20 0-5,000 $2.20 0-4,000 $2.20 0-4,000 $2.20 Block 2 Volumetric charge per 1,000 gallons 3,001-7,000 $2.42 5,001-10,000 $2.97 4,001-8,000 $2.97 4,001-7,000 $2.57 Block 3 Volumetric charge per 1,000 gallons 7,001-13,000 $3.85 over 10,000 $7.04 8,001-12,000 $4.95 7,001-12,000 $4.95 Block 4 Volumetric charge per 1,000 gallons over 13,000 $7.70 over 12,000 $9.84 over 12,000 $9.75 Sewer Billing Charge Per Bill $1.29 $0.00 $0.00 $0.00 Sewer Service Availability Charge Per ERU* $14.58 $15.60 $15.60 $15.60 Block 1 Volumetric charge per 1,000 gallons $2.86 $2.86 $2.86 $2.86 Block 2 Volumetric charge per 1,000 gallons $4.29 $4.29 $4.29 $4.29 * Service availability fees .85 times the rates listed for mobile home and master metered multi -family 142 Description Single Family Attachment 2 Comparison of Bills Using Current and Proposed Rates All bills include water and sewer Usage 3,000 5,000 8,000 10,000 15,000 Current $40.10 $50.66 $67.93 $81.35 $114.02 Proposed Scenario 1 $39.53 $49.65 $67.14 $78.80 $119.72 Proposed Scenario 2 $39.53 $50.42 $67.91 $83.53 $128.67 Proposed Scenario 3 $39.53 $50.02 $68.69 $84.31 $129.18 Commercial w/ 3 ERUs 12,000 $130.98 $133.77 $133.77 $133.77 Mobile Home 2,000 $31.70 $30.82 $30.82 $30.82 and Multi -family 31000 $36.76 $35.88 $35.88 $35.88 5,000 $47.32 $46.00 $46.77 $46.37 Commercial w/ 3 ERUs 12,000 $130.98 $133.77 $133.77 $133.77 20,000 $173.22 $178.10 $180.41 $177.21 25,000 $205.34 $207.25 $211.54 $213.88 143 Billing Charge Per Bill Service Availability -per ERU Volume Charge per 1,000 Gal Block 1 Block 2 Block 3 Block 4 Volume Revenue Total Water Revenue Volume Levels 3,000 4,000 5,000 7,000 8,000 10,000 12,000 13,000 15,000 20,000 Existing Calculated Scenario 1 Water Water Attachment 3 Bill Bill Amount Percent $15.65 $15.35 Comparison of Existing Rate Structure and Rates and Alternative Rate Structures and Rates $17.55 -$0.52 -2.9% $20.49 Existing -$0.74 Calculated Scenario 1 $25.33 Scenario 2 $0.36 1.4% Scenario 3 $28.66 Block -1.8% Water Block Water Block $44.58 Water Block 9.2% Water Allowance Rate Revenue Allowance Rate Revenue Allowance Rate Revenue Allowance Rate Revenue -$0.67 $1.29 $736,500 -$0.67 $0.00 $0 $16.24 $0.00 $0 5,000 $0.00 $18.44 -$0.89 $7.76 $5,647,500 -$0.12 $8.75 $6,368,200 $18.81 $8.75 $6,368,200 7,000 $8.75 $6,368,2 3,000 $2.20 $3,646,500 5,000 $2.20 $4,849,200 4,000 $2.20 $4,351,600 4,000 $2.20 $4,351,6 7,000 $2.42 1,987,900 10,000 $2.97 1,400,500 8,000 $2.97 1,739,200 7,000 $2.57 1,287,4 13,000 $3.85 1,119,300 Above $7.04 2,469,900 12,000 $4.95 897,900 12,000 $4.95 1,317,1 Above $7.70 1,978,000 Above $7.04 0 Above $9.84 2,770,400 Above $9.75 2,745,1 $7.14 15.1% $8,731,700 $10.49 $8,719,600 $58.45 $11.18 $9,759,100 15,000 $62.67 $9,701,2 Volume Levels 3,000 4,000 5,000 7,000 8,000 10,000 12,000 13,000 15,000 20,000 Existing Calculated Scenario 1 Water Water Difference Bill Bill Amount Percent $15.65 $15.35 -$0.30 -1.9% $18.07 $17.55 -$0.52 -2.9% $20.49 $19.75 -$0.74 -3.6% $25.33 $25.69 $0.36 1.4% $29.18 $28.66 -$0.52 -1.8% $36.88 $34.60 -$2.28 -6.2% $44.58 $48.68 $4.10 9.2% $48.43 $55.72 $7.29 15.1% $63.83 $69.80 $5.97 9.4% $102.33 $105.00 $2.67 2.6% -$0.67 -4.0% $16.24 -$0.67 amily Water Only Scenario 3 Scenario 2 Difference Water Difference Bill Amount Percent $15.35 -$0.30 -1.9% $17.55 -$0.52 -2.9% $20.52 $0.03 0.1% $26.46 $1.13 4.5% $29.43 $0.25 0.9% $39.33 $2.45 6.6% $49.23 $4.65 10.4% $59.07 $10.64 22.0% $78.75 $14.92 23.4% $127.95 $25.62 25.0% $14.04 -$0.45 -3.1% 144 Page 1 of 2 Scenario 3 Water Difference Bill Amount Percent $15.35 -$0.30 -1.9% $17.55 -$0.52 -2.9% $20.12 -$0.37 -1.8% $25.26 -$0.07 -0.3% $30.21 $1.03 3.5% $40.11 $3.23 8.8% $50.01 $5.43 12.2% $59.76 $11.33 23.4% $79.26 $15.43 24.2% $128.01 $25.68 25.1% -$0.45 -3.1% $14.04 144 Page 1 of 2 Individually Metered Multi -Family and Mobile Home Existing Calculated Scenario 1 Scenario 2 Scenario 3 Volume Water Water Difference Water Difference Water Difference Levels Bill Bill Amount Percent Bill Amount Percent Bill Amount Percent 3,000 $14.49 $14.04 -$0.45 -3.1% $14.04 -$0.45 -3.1% $14.04 -$0.45 -3.1% 4,000 $16.91 $16.24 -$0.67 -4.0% $16.24 -$0.67 -4.0% $16.24 -$0.67 -4.0% 5,000 $19.33 $18.44 -$0.89 -4.6% $19.21 -$0.12 -0.6% $18.81 -$0.52 -2.7% 7,000 $24.17 $24.38 $0.21 0.9% $25.15 $0.98 4.1% $23.95 -$0.22 -0.9% 8,000 $28.02 $27.35 -$0.67 -2.4% $28.12 $0.10 0.4% $28.90 $0.88 3.1% 10,000 $35.72 $33.29 -$2.43 -6.8% $38.02 $2.30 6.4% $38.80 $3.08 8.6% 12,000 $43.42 $47.37 $3.95 9.1% $47.92 $4.50 10.4% $48.70 $5.28 12.2% 13,000 $47.27 $54.41 $7.14 15.1% $57.76 $10.49 22.2% $58.45 $11.18 23.7% 15,000 $62.67 $68.49 $5.82 9.3% $77.44 $14.77 23.6% $77.95 $15.28 24.4% 20,000 $101.17 $103.69 $2.52 2.5% $126.64 $25.47 25.2% $126.70 $25.53 25.2% 144 Page 1 of 2 Attachment 3 Comparison of Existing Rate Structure and Rates and Alternative Rate Structures and Rates 145 Page 2 of 2 Commercial Block Allowances Existing Water Calculated Scenario 1 Scenario 2 Scenario 3 Scenario Water Difference Water Difference Water Difference Existing Calculated 2&3 ERUs volume Bill Bill Amount Percent Bill Amount Percent Bill Amount Percent 1 3,000 5,000 4,000 5,000 $20.49 $19.75 -$0.74 -3.6% $20.52 $0.03 0.1% $20.12 -$0.37 -1.8% 7,000 10,000 8,000 10,000 $36.88 $34.60 -$2.28 -6.2% $39.33 $2.45 6.6% $40.11 $3.23 8.8% 13,000 above 12,000 15,000 $63.83 $69.80 $5.97 9.4% $78.75 $14.92 23.4% $79.26 $15.43 24.2% above above above 25,000 $140.83 1 $140.20 -$0.63 -0.4% $177.15 $36.32 25.8% $176.76 $35.93 25.5% 3 9,000 15,000 12,000 15,000 $58.89 $59.25 $0.36 0.6% $61.56 $2.67 4.5% $60.36 $1.47 2.5% 21,000 30,000 24,000 30,000 $108.06 $103.80 -$4.26 -3.9% $117.99 $9.93 9.2% $120.33 $12.27 11.4% 39,000 above 36,000 45,000 $188.91 $209.40 $20.49 10.8% $236.25 $47.34 25.1% $237.78 $48.87 25.9% above above above 75,000 $419.91 $420.60 $0.69 0.2% $531.45 $111.54 26.6% $530.28 $110.37 26.3% 6 18,000 30,000 24,000 30,000 $116.49 $118.50 $2.01 1.7% $123.12 $6.63 5.7% $120.72 $4.23 3.6% 42,000 60,000 48,000 60,000 $214.83 $207.60 -$7.23 -3.4% $235.98 $21.15 9.8% $240.66 $25.83 12.0% 78,000 above 72,000 90,000 $376.53 $418.80 $42.27 11.2% $472.50 $95.97 25.5% $475.56 $99.03 26.3% above above above 150,000 $838.53 1 $841.20 $2.67 0.3% $1,062.90 $224.37 26.8% $1,060.56 $222.03 26.5% 20 60,000 100,000 80,000 100,000 $385.29 $395.00 $9.71 2.5% $410.40 $25.11 6.5% $402.40 $17.11 4.4% 140,000 200,000 160,000 200,000 $713.09 $692.00 -$21.09 -3.0% $786.60 $73.51 10.3% $802.20 $89.11 12.5% 260,000 above 240,000 300,000 $1,252.09 $1,396.00 $143.91 11.5% $1,575.00 $322.91 25.8% $1,585.20 $333.11 26.6% above above above 500,000 $2,792.09 $2,804.00 $11.91 0.4% $3,543.00 $750.91 26.9% $3,535.20 $743.11 26.6% 100 300,000 500,000 400,000 500,000 $1,921.29 $1,975.00 $53.71 2.8% $2,052.00 $130.71 6.8% $2,012.00 $90.71 4.7% 700,000 1,000,000 800,000 1,000,000 $3,560.29 $3,460.00 -$100.29 -2.8% $3,933.00 $372.71 10.5% $4,011.00 $450.71 12.7% 1,300,000 above 1,200,000 1,500,000 $6,255.29 $6,980.00 $724.71 11.6% $7,875.00 $1,619.71 25.9% $7,926.00 $1,670.71 26.7% above above above 2,500,000 $13,955.29 $14,020.00 $64.71 0.5% $17,715.00 $3,759.71 26.9% $17,676.00 $3,720.71 26.7% 145 Page 2 of 2 146 of inual Bills 66% 10% 15% 6% 3% 88% 5% 5% 1% 1% 70% 4% 9% 8% 9% 146 ATTACHMENT 5 Fundamental Rate Modifications Water, Sewer, and Reclaimed Water 147 Page 1 of 2 Consultant Current Calculated Proposed Description Rate Rate Rate Billing Charge per account $1.29 NA $0.00 Service Availability -Water -Single Family & Commercial * $7.76 $8.75 $8.75 Service Availability -Water -Multi Family & Mobile Home* $6.60 $7.44 $7.44 Service Availability -Water -Single Family & Commercial* $14.58 $15.60 $15.60 Service Availability -Water -Multi Family & Mobile Home* $12.40 $13.26 $13.26 0-3,000 gallons water per ERU-per thousand $2.20 various 3,001-7,000 gallons per water ERU-per thousand $2.42 various 7,001-13,000 gallons per water ERU-per thousand $3.85 various 13,001 and over gallons per water ERU-per thousand $7.70 various 0-12,000 gallons sewer per ERU Single Family & Manufactured Home -per thousand $2.86 various 12,001 and over sewer per ERU Single Family & Manufactured Home -per thousand $4.29 various 0-12,000 gallons sewer per ERU Multi -family master metered & Commercial -per thousand $2.86 various 13,001 and over sewer per ERU Multi -family master metered & Commercial -per thousand $4.29 various 0-12,000 gallons sewer per ERU -all categories - per thousand $2.86 $2.86 12,001 and over sewer per ERU - all categories -per thousand $4.29 $4.29 Volume charge for Mobile Home or Manufactured Home** $8.58 $8.58 $8.58 Volume charge for Single family home under 3,500 square feet** $20.02 $20.02 $20.02 Volume charge for Single family homes over 3,500 square feet** $34.32 $34.32 $34.32 Bulk Sewer billing charge $1.29 $1.29 $1.29 Bulk sewer Service availability charge -per ERU $13.41 $13.41 $13.41 Bulk sewer volume charge per 1,000 gallons water meter basis $2.63 $2.63 $2.63 Bulk sewer volume charge per 1,000 gallons sewer meter basis $2.98 $2.98 $2.98 147 Page 1 of 2 ATTACHMENT 5 Fundamental Rate Modifications Water, Sewer, and Reclaimed Water Description Excess Sewage Strength Charge I & I per thousand gallons up to 12,000* 1 & I per thousand gallons over 12,000* Sludge and Septage-per wet ton Sludge and Septage-RV's per dump Reclaimed Water per 1000 gallons Fire Protection - per month Deposits - all except hydrant-* Deposits- hydrant meter Consultant Current Calculated Rate Rate Sewer Charge x ratio of Sewer Charge x ratio dissolved solids or of dissolved solids or biochemical oxygen biochemical oxygen demand in milligrams demand in milligrams per liter/250 per liter/250 $2.86 $4.29 $15.00 $10.00 $0.67 $14.17 $50.00 $345.00 $5.72 $8.58 $15.00 $10.00 $0.21 $15.16 NA NA Proposed Rate Sewer Charge x ratio of dissolved solids or biochemical oxygen demand in milligrams per liter/250 $5.72 $17.16 $15.00 $10.00 $0.21 $15.16 $50.00 $345.00 *Per ERU **To be used only for sewer only accounts already established as of January 1, 2013, and new accounts after January 1, 2013 only if County water is unavailable 148 Page 2 of 2 ATTACHMENT 6 Miscellaneous Charges Description New Account Fee Issuance of Duplicate Bill Meter Removal 5/8 " and 1" Meter Removal 1.5" and larger Water Service Connection 5/8" meter** Water Service Connection 1" meter** Water Service Connection 1.5" meter** Water Service Connection larger than 1.5" meter Sewer Service Connection- Single Family** Sewer Service Connection- Commercial** Unauthorized use of fire hydrants -per occurrence*** Meter Installation 5/8" Meter Installation 1" Meter Installation 1.5" Meter Installation 2" and larger Meter Installation - hydrant meter Line Extension Fees -water Line Extension Fee -sewer Water service Disconnect/includes reconnect Customer requested Disconnect or Reconnect Inspection fee -during hours Inspection Fee -after hours**** General service call -during hours General service call -after hours Meter test- 5/8" and 1" meter -on site Meter test- 5/8" and 1" meter -off site Meter test 1.5" and larger Damage Repair Line Location Other and Extraordinary Services Utility Master Plan Revision by requested changes to the IRC Comprehensive Plan shall be paid by the applicant requesting the change Site Plan Review under 40 units Site plan review over 40 units *double if service is available on one side only Current Rate $25.00 $1.50 $30.00 $40.00 $400.00 $460.00 $810.00 Cost plus overhead $500.00 Cost plus overhead $115.00 $130.00 $250.00 $ 500.00 Cost plus overhead Cost plus overhead $11.25 per foot* $15.77 per foot* $25.00 $25.00 $ 60.00 Cost plus overhead $25.00 $35.00 $25.00 $25.00 Cost plus overhead Cost plus overhead Cost plus overhead Cost plus overhead Cost plus overhead $50 minimum Cost plus overhead $150 minimum Consultant Calculated Rate $122.00 $1.50 $104.00 $118.00 $2,785.00 $2,785.00 $2,785.00 Cost plus overhead $2,895.00 Cost plus overhead NA $329.00 $426.00 $644.00 Cost plus overhead Cost plus overhead Cost plus overhead Cost plus overhead $182.00 $182.00 $128.00 $122 plus 25% $122.00 $122 plus 25% $117.00 Cost plus overhead Cost plus overhead Cost plus overhead Cost plus overhead Cost plus overhead NA $62 per page $62 per page **The current rate was only for the tap. In addition to the tap, cost plus overhead was charged if line had to be installed as well. The new rate is an all inclusive rate. This rate does not apply to areas where the services are already installed such as newer subdivisions. ***Per County Code IRCDUS to be sole determinant of estimate of usage ****Generally, this service is not offered after hours except for unique circumstances Note: Cost plus overhead uses actual material cost, average hourly rates and a 20% mark up Proposed Rate $25.00 $1.50 $75.00 $75.00 $2,785.00 $2,785.00 $2,785.00 Cost plus overhead $2,895.00 Cost plus overhead $115.00 $130.00 $250.00 $500.00 Cost plus overhead Cost plus overhead Cost plus overhead Cost plus overhead $75.00 $75.00 $75.00 Cost plus overhead $75.00 $95.00 $75.00 Cost plus overhead Cost plus overhead Cost plus overhead Cost plus overhead Cost plus overhead Cost plus overhead $150.00 50.00 149 Description Impact Fee -Water -per ERU* Impact Fee -Sewer -per ERU * ATTACHMENT 7 Impact Fees Current Rate $1,300/$320 treatment & $980 transmission $2,796/$2,087 treatment & $709 transmission $ 50.00 $345.00 Consultant Calculated Rate $3,247.50/$1,577.50 treatment & $1,670 transmission $7,402.50/$3,322.50 treatment & $4,080 transmission NA NA *Note that staff is not recommending an increase to the impact fee rates. However, the distribution of funds for treatment and transmission were adjusted tc reflect the same percentages that were recommended by the consultant in their calculated rate. Proposed Rate $1,300/$676 treatment & $624 transmission $2,796/$1,650 treatment & $1,146 transmission $ 50.00 $345.00 150 INDI N I R O N Comprehensive Water, Wastewater and Reclaimed Water Rate Study September 27, 2018 RAFTELIs September 27, 2018 Mr. Vincent Burke Director of Utilities Indian River County Department of Utility Services 180127th Street Vero Beach, FL 32960 Subject: Comprehensive Water, Wastewater and Reclaimed Water Rate Study Dear Mr. Burke: Pursuant to our agreement with Indian River County (County), Raftelis Financial Consultants, Inc. (Raftelis) conducted a water and wastewater rate study including a review of the existing rate structure to determine the appropriateness and adequacy of the County's User Rates, Fees and Charges. The Executive Summary is a brief overview of the study's salient components provided in the body of the report that contains discussions, analysis, tables and schedules supporting and documenting the study process. Professional care was used in identifying and utilizing data, assumptions and estimates such that the rate structure and rates reasonably recover the costs of providing services to customers within the County's service area. As a final note, our thanks and appreciation is extended to you, Cindy Corrente, and other County staff members for their assistance and to the County for this opportunity to be of service. Sincerely, RAFTELIS FINANCIAL CONSULTANTS, INC. Marco H. Rocca Principal Consultant 950 S. Winter Park Drive, Suite 240 Casselberry, FL 32707 407 960 1806 www.rafteli§.com 152 TABLE OF CONTENTS EXECUTIVE SUMMARY OVERVIEW................................................................................ 1 EQUITABLE COST RECOVERY........................................................................................ 1 REVENUE SUFFICIENCY.................................................................................................. 3 OTHER RATE ADJUSTMENTS......................................................................................... 8 POST RATE STRUCTURE MODIFICATIONS, RATE STRUCTURE ADJUSTMENTS AND BUDGET POLICY CONSIDERATION RESULTS............................................................... 8 TYPICAL BILL COMPARISON TO OTHER UTILITIES.....................................................11 5 OTHER ITEMS CONSIDERED IN THIS STUDY................................................................11 6 FINDINGS, CONCLUSIONS AND RECOMMENDATIONS...............................................13 6 GENERAL.........................................................................................................................17 COMPREHENSIVE RATE MODEL...................................................................................17 MEETINGS AND ACKNOWLEDGEMENTS......................................................................17 GENERAL.........................................................................................................................18 EXISTING WATER AND WASTEWATER RATE STRUCTURE AND RATES ..................18 HISTORIC WATER AND WASTEWATER CUSTOMERS AND REVENUE GENERATION SUMMARY........................................................................................................................19 EXISTING RATE STRUCTURE OBSERVATIONS............................................................21 PROJECTED WATER AND WASTEWATER CUSTOMERS AND CONSUMPTION ........22 GENERAL.........................................................................................................................23 PROJECTED NET RATE REQUIREMENTS.....................................................................23 GENERAL.........................................................................................................................26 REVENUE SUFFICIENCY UNDER EXISTING RATES.....................................................26 OBSERVATIONS CONCERNING FUTURE REVENUE GENERATION ...........................29 GENERAL.........................................................................................................................30 RATE STRUCTURE MODIFICATIONS AND REVENUE NEUTRAL RATE ADJUSTMENTS................................................................................................................30 RECLAIMED WATER, SEPTAGE AND SLUDGE RATE ADJUSTMENTS .......................33 BUDGETED R&R, OPERATING CAPITAL OUTLAY AND CAPITAL IMPROVEMENTS.34 PROFORMA RESULTS POST RATE STRUCTURE MODIFICATIONS, RATE ADJUSTMENTS AND BUDGET POLICY CONSIDERATIONS.........................................36 CAPITAL IMPROVEMENT PROGRAM.............................................................................40 TYPICAL BILL COMPARISON TO OTHER UTILITIES.....................................................40 GENERAL.........................................................................................................................42 SUMMARY OF MISCELLANEOUS SERVICE CHARGES................................................45 GENERAL.........................................................................................................................47 EXISTING RESERVE ACCOUNTS...................................................................................47 GENERAL.........................................................................................................................50 UNIFORM SEPTIC TO SEWER POLICY..........................................................................50 FINDINGS..........................................................................................................................52 CONCLUSIONS................................................................................................................52 RECOMMENDATIONS......................................................................................................53 LIST OF TABLES, GRAPHS AND SCHEDULES Table 1 — Current Monthly Water and Wastewater Rates ...................................................... 2 Graph1— Rate Equity............................................................................................................... 3 Graph 2 — Annual Operating Surplus (Deficit) Existing Rates .............................................. 4 Table 2 — Existing and Proposed User Rates and Charges .................................................. 5 Graph 3A — Rate Change Impact on Single Family Connections ......................................... 6 Graph 3B — Rate Change Impact on Commercial Connections ............................................ 6 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 153 TABLE OF CONTENTS Graph 4— R&R and OCO Funding Sources and Expenditures ............................................. 7 Table 3 — R&R and OCO Funding Sources and Expenditures .............................................. 8 Table 4 — Proforma Operating Results Post Proposed Adjustments ................................... 8 Graph 5 — Annual Operating Results Post Proposed Adjustments ...................................... 9 Table 5 — Fund Balances Post Proposed Adjustments........................................................10 Graph 6 — Fund Balances Post Proposed Adjustments.......................................................10 Graph 7 — Typical Bill Comparison to Other Utilities............................................................11 Table 1 — Current Monthly Water and Wastewater Rates.....................................................19 Graph1 — Rate Equity.............................................................................................................20 Table 6 — Fiscal Year 2016/17 Accounts, ERUs, Consumption and Revenues' ..................21 Table 7 — Projection of Average Customer Accounts, ERUs and Billable Consumption... 22 Table 8 — Projected Water and Wastewater Revenue Requirements...................................25 Table 9 — Annual Operating Results Existing Rates.............................................................26 Graph 2 — Annual Operating Surplus (Deficit) Existing Rates.............................................27 Table 10 — Unrestricted and Restricted Reserve Funds Existing Rates..............................28 Graph 8— Reserve Fund Balances Existing Rates................................................................28 Table 2 — Existing and Proposed User Rates and Charges.................................................31 Graph 3A— Rate Change Impact on Single Family Connections........................................32 Graph 3B — Rate Change Impact on Commercial Connections...........................................32 Table 11 — Revenue Difference Post Proposed Adjustments..............................................33 Table 12 — RSR and Operating Capital Outlays....................................................................34 Graph 4 —R&R and OCO Funding Sources and Expenditures.............................................35 Table 3 —R&R and OCO Funding Sources and Expenditures..............................................36 Table 13 — Five -Year Capital Improvement Program Sources and Uses .............................36 Table 4 — Proforma Operating Results Post Proposed Adjustments..................................37 Graph 5 — Annual Operating Results Post Proposed Adjustments.....................................37 Table 5 — Fund Balances Post Proposed Adjustments........................................................38 Graph 6 — Fund Balances Post Proposed Adjustments.......................................................39 Table 14 — Fund Balance Differences Post Proposed Adjustments....................................39 Graph 7 — Typical Bill Comparison to Other Utilities............................................................41 Table 15 — Existing and Proposed Miscellaneous Service Charges....................................46 Table 16 — Accounts with Current Reserve Payments.........................................................47 Table 17 — Accounts with Delinquent Reserve Payments....................................................48 Schedule 1 — Water Customer Growth and Billable Consumption Projections..................55 Schedule 2 — Wastewater Customer Growth and Billable Consumption Projections ........ 57 Schedule 3 — Septic to Sewer Unit Absorption and Revenue Forecast..............................59 Schedule 4 — Water Operating Expense & Cost Projections...............................................60 Schedule 5 — Wastewater Operating Expense & Cost Projections......................................62 Schedule 6 — Water Proforma Operating Statement.............................................................64 Schedule 7 — Wastewater Proforma Operating Statement...................................................65 Schedule 8 — Basis for Proposed Miscellaneous Service Charges.....................................66 Appendix A— Billing Frequency Report Comprehensive Water, Wastewater and Reclaimed Water Rate Study 154 EXECUTIVE SUMMARY EXECUTIVE SUMMARY OVERVIEW Indian River County (the "County") retained Raftelis Financial Consultants, Inc. (Raftelis) to conduct a comprehensive water, wastewater and reclaimed water rate study addressing revenue sufficiency, including the appropriateness of the existing rate structure and cost recovery of the. Miscellaneous Service Charges. Indian River County Department of Utility Services (IRCDUS.or "Utility") provides water and wastewater services throughout most of the County except for those areas served by the City of Fellsmere and the City of Vero Beach, which also serves the Town of Indian River Shores, unincorporated parts of the south barrier island and certain unincorporated areas around the City of Vero Beach. Additionally, IRCDUS provides some limited reclaimed water services, primarily to golf courses as an effluent disposal option. Revenues generated from User Rates, Fees and Charges together with other income (collectively "Operating Revenue") provide for the payment of operating and maintenance ("O&M") expenses, debt service, renewal and replacement (R&R), and operating capital outlay (OCO), collectively "Operating Costs". The County recently authorized this comprehensive review of User Rates, Fees and Charges for the current and ensuing five fiscal years, with special emphasis on: 1. Equitable Cost Recovery. - where User Rates, Fees and Charges for services, including reclaimed water, bulk and miscellaneous services, generate revenues in reasonable proportion to costs of providing such services to the customers. 2. Revenue Sufficiency - where Operating Revenues are adequate to pay for Operating Costs and meet or exceed bond debt service coverage covenants. 3. Capital Improvement Program (CIP) - where revenue sufficiency and creditworthiness considerations are sufficient to adequately provide for system improvement funding through: (i) reserve funds; (ii), long term debt; (iii) grants; (iv) assessments; or (v) a combination of (i) through (iv). 4. Creditworthiness - where consideration is given to an appropriate balance between debt service coverage achieved from Operating Revenues, the Utility's reserve fund balances and requirements of primary credit rating agencies. EQUITABLE COST RECOVERY The majority of the Utility's current User Rates, Fees and Charges were established pursuant to Resolution 99-58 and with minor exceptions have remained constant since their effective date of October 1, 1999. The User Rates, Fees and Charges for water and wastewater services consist of a billing charge per bill, monthly Service Availability Charges per Equivalent Residential Unit (ERU) and inclining volume block rates per 1,000 gallons of metered service as shown on Table 1. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 1515 Executive Summary Tahle 1 — Current Monthly Water and Wastewater Rates The appropriateness of these rates and how equitable the rate structure is can be determined by analyzing the relationship between service and costs for each customer classification. Service is measured by ERU and Consumption and costs is measured by corresponding revenue for each customer classification. The comparative relationships between ERUs, Consumption and Revenue for each customer class were tabulated from the billing frequency data provided by the Utility and attached as Appendix A. Analysis of the billing frequency data for each customer classification showed relatively similar percentages between ERUs, Consumption and Revenues, as illustrated in Graph 1. This strongly suggests that the existing rate structure generates revenue on a reasonable cost of service basis and remains just and equitable. It should be noted that such relationships will vary slightly year to year; however, the goal is that the relationships are relatively balanced for each customer classification, as it would be highly unusual for the relationship or percentages to be exactly equal. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 159 Block Volume Tiers (gallons) Amount Water Billing Charge Per Bill $1.29 Service Availability Charge Per Month Per ERU $7.76 Volume Charges per 1,000 Gallons Block 1 Per Month Per ERU 0-3,000 $2.20 Block 2 Per Month Per ERU 3,001- 7,000 $2.42 Block 3 Per Month Per ERU 7,001- 13,000 $3.85 Block 4 Per Month Per ERU above 13,000 $7.70 Wastewater Billing Charge Per Bill $1.29 Service Availability Charge Per Month Per ERU $14.58 Volume Charges per 1,000 Gallons Individually Metered Residential 1 cap 12,000 $2.86 Multi -Family & Commercial: Block 1 Per Month Per ERU 0-13,000 $2.86 Block 2 Per Month Per ERU above 13,000 $4.29 Bulk Sewerz Billing Charge Per Bill $1.29 Service Availability Charge Per Month Per ERU $13.41 Volume Charges Per 1,000 Gallons $2.98 Fire Protection Per Account $14.17 Reclaimed Water Rate Per 1,000 Gallons $0.67 Sludge, Grease & Septage Rate Per Wet Ton $15.00 1. Single Family, Multi -Family and Manufactured Homes individually and master metered customers. 2. Currently, the City of Fells -mere is the County's only bulk sewer customer. The appropriateness of these rates and how equitable the rate structure is can be determined by analyzing the relationship between service and costs for each customer classification. Service is measured by ERU and Consumption and costs is measured by corresponding revenue for each customer classification. The comparative relationships between ERUs, Consumption and Revenue for each customer class were tabulated from the billing frequency data provided by the Utility and attached as Appendix A. Analysis of the billing frequency data for each customer classification showed relatively similar percentages between ERUs, Consumption and Revenues, as illustrated in Graph 1. This strongly suggests that the existing rate structure generates revenue on a reasonable cost of service basis and remains just and equitable. It should be noted that such relationships will vary slightly year to year; however, the goal is that the relationships are relatively balanced for each customer classification, as it would be highly unusual for the relationship or percentages to be exactly equal. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 159 X0.0000 60.00% 50.0000 40.00% 30.00% 20.00% 10.00% �OT00 0 ,r��e�a�i,,`l 1C��atioua���e�e<eae<N�ete�e �a`N,e�eCed e<�eCetea ��MasMi�,�a��d MF has Executive Summary Graph 1- Rate Equity RATE E�Q�U�Ii REVENUE SUFFICIENCY G0��etcla6o`� e 'n Projected Operating Revenues from existing user rates adequately provide for anticipated operating and maintenance (0&M) expenses and debt service requirements but fall short of addressing the necessary renewal and replacement (R&R) and operating capital outlay (OCO) needs of the Utility through fiscal year 2022/23; this can be observed in Graph 2, where the yellow line should be below the green line and the purple line should be above the x axis. The blue and orange bars represent the individual water and wastewater net surplus or deficit, whereas, the purple line represents the combination of the water and wastewater surplus or deficit. Additionally, it was observed that certain rate structure modifications and rate adjustments to the water and wastewater inclining volume blocks along with budget policy considerations of using reserves to fund a portion of R&R would be of benefit to the Utility, the County and customers. These items are further addressed in the Rate Structure Modifications, Rate Adjustments and Budget Policy Considerations section below. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 15J Executive Summary The modifications to water and wastewater inclining volume block structure will better address customer water conservation trends and simplify billing. Modifications to the inclining volume rate structure necessitated adjustments to the inclining volume block rates such that the rates will generate approximately the same level of revenue as before the modifications (revenue neutral). The water volume block modifications and accompanying rate per block are as follows: 1. Reduction in the number of water inclining volume blocks and corresponding volume allowances: a. Block 1 from 0 to 3,000 to 0 to 5,000 gallons per ERU per month; b. Block 2 from 3,001 to 7,000 to 5,001 to 10,000 gallons per ERU per month; c. Block 3 from 7,001 to 13,000 to above 10,000 gallons per ERU per month; d. Block 4 from above 13,000 to eliminate Block 4. 2. Water inclining volume block rate per 1,000 gallons adjustments: a. Block 1 remains the same at $2.20: b. Block 2 from $2.42 to $2.97; c. Block 3 from $3.85 to $7.04; d. Block 4 from $7.70 to Eliminated. The rate structure for both water and wastewater were also modified, for simplification of the bill presentation, whereby, costs associated with the billing charge are incorporated into the service availability charge. A new surcharge of 100 percent is suggested to be applied on both blocks.of the Comprehensive Water, Wastewater and Reclaimed Water Rate Study 151 Executive Summary. wastewater volume rates for certain master metered customers on the difference between measured wastewater flow and the metered water flow for such customers. This surcharge is provided as encouragement for customers to address excessive on-site inflow and infiltration (I&I). Comparative existing and proposed rates and charges, including those associated with bulk wastewater, reclaimed water and septage/sludge are shown on Table 2. Table 2 - Existing and Proposed User Rates and Charges Billing Charge Per Bill . Existing Block Volume Tiers(gallons) Amount Proposed Block Volume Tiers(gallons) Amount -Water _ $13.41 Volume Charges Per 1,000 Gallon's - Water Reading $2.63 $2.63 Billing Charge Per Bill I $2.9R $1.29 Eliminated ! Service Availability Charge: Single_Family Per ERU $7.76 $8.75 Manufactured Home @ 0.85 Per ERU $6.60 $7.44 Multi -Family @ 0.85 Per ERU. I $6.60 $7.44 Commercial Per ERU $7.76 _ _ _ _ $_8.7.5 _j Volume Charges per 1,000 Gallons: I Block 1 Per Month Per ERU 0-3,000 $2.20 0-5,600 Block 2 Per Month Per ERU { 3,001- 7,000 $2.42 5,001- 10,000 $2.97 Block 3 Per Month Per ERU 7,001- 13,000 $3.85 above 10,000 $7.04"1 Block 4 Per Month Per ERU I above 13,000 $7.70 j N/A Wastewater Billing Charge Per Bill i $1.29 j Eliminated Service Availability Charge: Single Family Per ERU j $14.58 $15.60 Manufactured Home @ 0.85 Per ERU $12.39_1 $13.26 Multi -Family @ OAS Per ERU $12.39 $13.26 Commercial Per ERU $14.58 $15.60' Volume Charges per 1,000 Gallons: Individually Metered Residential l cap 12,000 t2.86_1_cap 12,000 $2.86 Multi -Family & Commercial: i Block 1 Per Month Per ERU_ 0-13,000 $2.86 0-12,000 $2.86 Block 2 Per Month Per ERU above 13,000 J $4.29 above 12,000 $4.29. I&I Surcharge_2 100.00% Bulk Sewer 3 Billing Charge Per Bill . $0.00 $0.00 Service Availability Charge Per Month Per ERU $13.41 $13.41 Volume Charges Per 1,000 Gallon's - Water Reading $2.63 $2.63 Volume Charges Per 1.000 Gallons - Sewer Reading I $2.9R 0 OA { Fire Protection - - - - - - - - Per Account $1_4_.1.7 $15.16 -- Reclaimed Water .Disposal Rate Per 1,000 Gallons $0.671-- $0.21 Sludge, Grease & Septage Rate Per Wet Ton $15.00 $15.00 i i�ie ramuy, muin-ramuy and manutactureo domes individuaiiy and master metered customers. I I ; 2. Applicable to Blocks 1 and 2 wastewater volume rates on the difference between the measured wastewater flow and metered water flow. F3. Currently, the City of Fellsmere is the CountIs only bulk sewer customer. Comprehensive Water, Wastewater and Reclaimed Water Rate Study "5 -.70 20.0% 15.0% 10.0% c 5.0% 0.0% 10 no/ - Rate Structure & Rate Adjustment Impacts on Single Family 45.00% 20.00% 15.00% 10.00% 5.00% 0.00% -5.00% 0 0 Monthly Usage (Kgal) 0 Percent of Events at Flow Range .... Combined Bill Increase (Decrease) % Rate Structure & Rate Adjustment Impacts on Commercial 25.0°10 20.0% 15.0% 10.0% i' 5.0% 0.0% -5.0% -1000/- w� i • • 2 L ' G� G Liw • Li Li Li Li • �� 'tea 25.000/0 20.00% 15.00% 10.00% 5.00% 0.00% -5.00% 10 00°f0 . Monthly Usage (Kgal) Percent of Events at flow Range .... Combined Bill Increase (Decrease) % i E •. •. • Z� L L L� L ' w L� L� !:l L. L 45.00% 20.00% 15.00% 10.00% 5.00% 0.00% -5.00% 0 0 Monthly Usage (Kgal) 0 Percent of Events at Flow Range .... Combined Bill Increase (Decrease) % Rate Structure & Rate Adjustment Impacts on Commercial 25.0°10 20.0% 15.0% 10.0% i' 5.0% 0.0% -5.0% -1000/- w� i • • 2 L ' G� G Liw • Li Li Li Li • �� 'tea 25.000/0 20.00% 15.00% 10.00% 5.00% 0.00% -5.00% 10 00°f0 . Monthly Usage (Kgal) Percent of Events at flow Range .... Combined Bill Increase (Decrease) % 25.000/0 20.00% 15.00% 10.00% 5.00% 0.00% -5.00% 10 00°f0 . Monthly Usage (Kgal) Percent of Events at flow Range .... Combined Bill Increase (Decrease) % Executive Summary Changes to financial/budget policies concerning the accumulation and use for both restricted and unrestricted reserve funds should be considered to address both R&R and OCO requirements. These requirements are addressed primarily through the balance of Operating Revenues after payment of 0&M expenses and debt service; however, expenditure of budgeted R&R and OCO requirements are not consistent year to year, which results in some years with surpluses and some with deficits. Therefore, to address rate stabilization, funding requirements for R&R and OCO should consider: 1. A budget policy where: a. The annual R&R transfer amount from operating rate revenue is based on a percentage of prior year gross revenues; and b. The annual OCO amounts are based on the last five-year averages with allowances for inflation. 2. Funding additional R&R and OCO from available unrestricted reserves as needed; and. 3.When financially prudent, using Impact Fee Reserve funds to pay for the expansion related portions of annual debt service; thereby, providing additional unrestricted funds for additional R&R and OCO requirements. In this Study, water and wastewater impact fees were used to pay 25 percent of water and 75 percent of wastewater expansion related debt service through fiscal year 2022/23. These R&R and OCO budget policies for the five fiscal years ending 2022/23 are illustrated on Graph 4 and tabulated on Table 3. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 16� Executive Summary Table 3 - R&R and OCO Funding Sources and Expenditures OTHER RATE ADJUSTMENTS Three other rate adjustments were identified during the course of the study and are more fully discussed later in this report including the development of a Reclaimed Water Rate, Septage and Sludge Rate, and Miscellaneous Service Charges. POST RATE STRUCTURE MODIFICATIONS, RATE STRUCTURE ADJUSTMENTS AND BUDGET POLICY CONSIDERATION RESULTS The revenue neutral rate structure modifications and rate adjustments do not materially change the Operating Balances after debt service; however, limiting the amount of R&R and-OCO from rates does provide for more Operating Surpluses. Provided in Table 4 and illustrated in Graph 5 are proforma results based on the rate structure modifications, rate adjustments and budget policy changes. Table 4 - Proforma Operating Results Post Proposed Adiustments 2018/19 2019/20 2020/21 2021/22 202.2/23 Sources: User Rate Revenue $28,393,500 $29,214,900 $29,849,400 $30,487,400 Annual Rate R&R Transfers $3,386,400 $3,506,000 $3,576,500 $3,649,300 $3,725,800 Reserve Fund R&R Transfers 1,628,800 1,680,800 1,713,800 1,747,900 1,783,700 Annual Rate OCO 1,339,700 1,373,600 1,408,300 1,443,800 1,480,300 Reserve Fund OCO Transfers 1 0 0 1 0 1 0 0 Total Sources $6,354,900 $6,560,400 $6,698,600 $6,841,000 $6,989,800 Expenditures: 0 1,484,300 1,484,300 1,483,500 1,482,500 R&R Expenditures $5,015,200 $5,186,800 $5,290,300 $5,397,200 $5,509,500 OCO Expenditures 1,339,700 1,373,600 1,408,300 1,443,800 1,480,300 Total Expenditures $6,354,900 1 $6,560,400 1 $6,698,600 1 $6,841,000 1 $6,989,800 OTHER RATE ADJUSTMENTS Three other rate adjustments were identified during the course of the study and are more fully discussed later in this report including the development of a Reclaimed Water Rate, Septage and Sludge Rate, and Miscellaneous Service Charges. POST RATE STRUCTURE MODIFICATIONS, RATE STRUCTURE ADJUSTMENTS AND BUDGET POLICY CONSIDERATION RESULTS The revenue neutral rate structure modifications and rate adjustments do not materially change the Operating Balances after debt service; however, limiting the amount of R&R and-OCO from rates does provide for more Operating Surpluses. Provided in Table 4 and illustrated in Graph 5 are proforma results based on the rate structure modifications, rate adjustments and budget policy changes. Table 4 - Proforma Operating Results Post Proposed Adiustments Comprehensive Water, Wastewater and Reclaimed Water Rate Study 16A 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 User Rate Revenue $28,393,500 $29,214,900 $29,849,400 $30,487,400 $31,137,100 $31,806,800 Other Revenues 2,245,100 2,569,900 2,584,400 2,616,100 2,669,900 2,724,500 Gross Revenues $30,638,600 $31,784,800 $32,433,800 $33,103,500 $33,807,000 $34,531,300 0&M Expenses 20,576,200 21,260,100 21,968,700 22,702,300 23,461,800 24,249,500 Net Revenue $10,062,400 $10,524,700 $10,465,100 $10,401,200 $10,345,200 $10,281,800 Impact Fees 0 1,484,300 1,484,300 1,483,500 1,482,500 1,075,700 Net Rev & Impact Fees $10,062,400 $12,009,000 $11,949,400 $11,884,700 $11,827,700 $11,357,500 Debt Service 3,983,800 3,985,400 3,985,200 3,983,200 3,980,400 2,891,000 Operating Balance $6,078,600 $8,023,600 $7,964,200 $7,901,500 $7,847,300 $8,466,500 R&R Transfers 5,017,400 3,386,400 3,506,000 3,576,500 3,649,300 3,725,800 Operating Capital Outlay 2,101,300 1,339,700 1,373,600 1,408,300 1,443,800 1,480,300 Net Surplus (Deficit) ($1,040,100) $3,297,500 $3,084,600 $2,916,700 $2,754,200 $3,260,400 Debt Service Coverage (Net Revenue): Required 1.20 1.20 1.20 1.20 1.20 1.20 Projected 2.53 2.64 2.63 2.61 2.60 3.56 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 16A Executive Summary. Graph 5 - Annual Operating Results Post Proposed Adjustments The primary differences on Operating Revenues resulting from the proposed rate structure modification, rate adjustment and budget policy considerations are: 1. Operating Revenue transfers to the R&R fund and OCO expenditures are now adequately addressed resulting in Operating Revenue surpluses. 2. Both water and wastewater have Operating Surpluses (as clearly illustrated when comparing Graph 2 to Graph 5) These changes are the result of: 1. Limiting R&R transfers for water to 12 % and wastewater to 10 % of prior year revenues; 2. Funding the balance of the R&R requirement from unrestricted Operating Reserves; and 3. Using water and wastewater impact fees for a portion of the expansion related debt service. In addition to debt service coverage requirements it is important that the Utility enterprise maintain prudent levels of unrestricted reserve funds to provide rate stability, address emergencies, manage existing and future CIPs and enhance creditworthiness. Projections of unencumbered balances from fiscal years 2017/18 through FY 2022/23 are provided in Table 5 and illustrated in Graph 6. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 164 Executive Summary Table 5 - Fund Balances Post Proposed Adiustments Comprehensive Water, Wastewater and Reclaimed Water Rate Study 1fd 2017/18 2018/19 2019/20 2020/21 _ 2.021/22 2022/23 Revenue Fund Beginning Balance $30,903,100 $25,827,000 $18,285,700 $14,489,500 $15,692,400 $16,698,700 Cash Inflows (1,040,100) 3,297,500 3,084,600 2,916,700 2,754,200 3,260,400 Cash Outflows (4,036,000) (10,838,800) (6,880,800) (1,713,800) (1,747,900) (1,783,700) Ending Balance $25,827,000 $18,285,700 $14,489,500 $15,692,400 $16,698,700 $18,175,400 Suggested Min Bal $7,919,700 $7,900,100 $8,128,600 $8,346,000 $8,570,800 $8,532,600 R&R Fund Beginning Balance $3,485,900 $3,485,900 $3,485,900 $3,485,900 $3,485,900 $3,485,900 Cash Inflows 5,017,400 5,015,200 5,186,800 1 5,290,300 5,397,200 5,509,500 Cash Outflows (5,017,400) (5,015,200) (5,186,800) (5,290,300) (5,397,200) (5,509,500) Ending Balance $3,485,900 $3,485,900 $3,485,900 $3,485,900 $3,485,900 $3,485,900 Suggested Min Bal $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 Water Impact Fee Fund Beginning Balance $3,998,000 $4,526,500 $4,783,200 $5,007,100 $5,327,400 $4,175,600 Cash Inflows 1,528,500 1,560,700 1,592,900 1,624,100 1 1,651,800 1,689,200 Cash Outflows (1,000,000) (1,304,000) (1,369,000) (1,303,800) (2,803,600) (220,300) Ending Balance $4,526,500 $4,783,200 $5,007,100 $5,327,400 $4,175,600 $5,644,500 Suggested Min Bal $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 Wastewater Impact Fee Fund Beginning Balance $5,997,000 $8,489,900 $9,655,400 $10,924,000 $12,299,800 $13,788,900 Cash Inflows 3,242,900 3,345,800 3,448,900 3,555,500 1 3,668,000 3,789,500 Cash Outflows (750,000) (2,180,300) (2,180,300) (2,179,700) (2,178,900) (855,400) Ending Balance $8,489,900 1 $9655,400 $10,924,000 $12,299,800 $13,788,900 $16,723,000 Suggested Min Bal $2,500,000f—�$i500,000 $2,500,000 1 $2,500,000 $2,500,000 $2,500,000 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 1fd Executive Summary TYPICAL BILL COMPARISON TO OTHER UTILITIES A common activity used by administrators, management, customers and media during a utility rate setting process is a comparison of the existing and proposed rates to those of other nearby communities/utilities. Although this activity provides a comparison, it generally is misinterpreted and utilized incorrectly. Cost recovery through User Rates, Fees and Charges is a multifunctional activity of utility enterprises, which for the most part, use common or similar names for the rate, charge and fee components; however, in many instances are formulated using different methodologies, costs and policies. The cost allocations and formulation of determinants for each rate, charge or fee generally varies significantly. Therefore, comparisons of other utilities should be considered as illustrations of the amount paid by the customers and not functional cost of service. Nearby communities were contacted to obtain current water and wastewater rates. The results for a typical 5,000 gallons per month single family water and wastewater customer were calculated and illustrated on Graph 7. The amounts shown on the graph represent the monthly billings before any franchise, service or other applicable fees or charges not directly related to the cost for the subject utility service. Graph 7 - Typical Bill Comparison to Other Utilities Typical Bill Comparison (5,000 Gallons] Fellsmere Port•St. Lucie Palm Bay Melbourne FPUA Stuart A Martin County � � Brevard County Palm Beach County Vero Beach i IRC Proposed $29.75 $29.90 IRC Existing $0.00 $20.(10 $40.00 $60.00 SS0.00 $100.00 Water Wastewater OTHER ITEMS CONSIDERED IN THIS STUDY In addition to rate structure and revenue sufficiency the IRCDUS requested that: 1) ERU Reserve accounts be review with consideration of providing guidance toward reimbursements and accounts Comprehensive Water, Wastewater and Reclaimed Water Rate Study 1ff Executive Summary receivable issues; and 2) a Uniform Septic to Sewer (S2S) policy be developed to provide financial support for future S2S assessment programs. These are summarized below and more fully discussed in the body of this report. ERU Reserve Accounts The IRCDUS has a policy of allowing property owners to advance purchase water and wastewater capacity through the payment in full of the then current water and/or wastewater impact fee. This policy also requires monthly payments based on the then current Service Availability Charge to help defray 0&M and other costs of maintaining the reserve capacity. Property owners voluntarily subscribe to advance capacity purchases to ensure that water and wastewater capacity will be available when development occurs at a future date. Discussions and information provided by IRCDUS staff, indicate that advance capacity purchase accounts can be broadly classified as either current or delinquent. Current meaning that all required service availability payments have been made and delinquent meaning that such payments have not been fully made and are accruing penalties. As of June 30, 2018, there were approximately 8,147 current and delinquent combined water and wastewater reserve ERUs on record. It is understood that certain current accounts may desire reimbursement of impact fees not being used; however, unless a provision exists in the advance capacity purchase agreement for reimbursement of all or a portion of the impact fees, the Utility is currently limited to allowing such accounts to suspend reserve payment and forfeit all rights to the capacity. Since the number of such accounts are unknown the amount of financial impact cannot be exactly determined except that suspension and forfeiture would not have a material financial impact on the Utility. Delinquent reserve accounts account for approximately $4.67 million in accounts receivable that have accumulated through nonpayment of monthly charges and penalties. It is believed that the account holders of delinquent accounts should first be notified of any pending administrative, accounting and/or legal action such that failure of a delinquent account to be made current within 90 days will result in: 1. Capacity associated with the delinquent account is considered abandoned and is no longer reserved for such properties; and 2. Amounts accumulated in the Utility enterprise accounts receivable associated with the delinquent account shall be written off. Uniform Septic to Sewer PolicX To address environmental concerns in the Indian River Lagoon the Board of County Commissioners is promoting a S2S program to assist with the construction of localized wastewater collection facilities in areas of the County that otherwise are or would be dependent on septic tanks a means for wastewater treatment and disposal. Costs associated with S2S projects include: 1) construction of the localized wastewater collection facilities that benefit all properties; 2) on-site connection to the localized wastewater collection facilities and septic tank abandonment for those properties with existing septic tanks; and 3) wastewater impact fees paid prior to connection, currently $2,796 per ERU. Comprehensive Water, Wastewater and Reclaimed Water Rate Study if � Executive Summary The Uniform S2S policy recognizes that each project will be unique with its own set of constraints including costs, socioeconomics, number of existing septic tanks, contribution to pollution, etc.; however, the policy provides for a uniform basis to address the financial responsibilities of each assessment project. 1. Project Funding a. Property owners are responsible for a minimum of one third of the project costs. b. The County will seek the balance of the funding from other sources. 2. Assessments Program a. Maximum interest rates for each benefit assessment program will be limited to the greater of: (i) two percent; or (ii) one half the current Board of County Commission approved rate. b. Amortization of a property's total assessment shall be through equal annual installments, plus assessment expenses, over a period not exceeding 20 years. 3. IRCDUS Connection Incentives a. Option 1 provides a credit of 100 percent of the then applicable wastewater impact fee when a single family property owner with an existing septic tank commits to connect prior to wastewater service being available at the property's location. b. Option 2 provides a credit of 50 percent of the then applicable wastewater impact fee when a single family property owner with an existing septic tank commits to connect within one year of wastewater service being available at the property's location. FINDINGS, CONCLUSIONS AND RECOMMENDATIONS Findings This study undertook a comprehensive review of the Utility's critical customer and financial data to understand how and if the existing rate structure and rates are just and equitable and generates sufficient revenues to fully fund operations including R&R and OCO, remain in compliance with bond covenants and address future capital improvements. The review of customer billing data determined that the existing water and wastewater rate structure remains a just and equitable cost recovery mechanism; however, the review also determined that certain rate components within the rate structure should be modified to better reflect customer conservation and usage characteristics. Forecasts of operating revenues, fiscal requirements, R&R and capital improvements indicated existing rates are adequate to address 0&M expenses, debt service and coverage, but fall short of fully funding the IRCDUS' desired levels of R&R and OCO. Additional reviews were conducted on the IRCDUS' schedule of Miscellaneous Service Charges and reserve funds. Based on an understanding of current and future miscellaneous service requirements, the review identified a need to update costs associated with labor, material and equipment together with the addition/deletion of certain miscellaneous services. Projections of the Utility's Operating Reserve Fund, R&R Fund, Water Impact Fee Fund and Wastewater Impact Fee Fund found each could adequately fund projected improvement projects and maintain sufficient reserves for emergencies and creditworthiness. It further identified that transfers and management among these reserve fund could address additional R&R needs and assist in avoidance of future rate increases. Comprehensive Water, Wastewater and Reclaimed Water Rate Study IS Executive Summary Conclusions Based on study findings it was concluded that the existing rate structure and rates have been and are providing sufficient revenues on a just and equitable basis. However, several minor water and wastewater user rate structure modifications and rate adjustments were identified to: 1) improve and administratively simplify the structure on a revenue neutral basis; and 2) adjust for current customer conservation disciplines. The study additionally concluded that several specific limited application user rates along with the Miscellaneous Service Charges need to be adjusted to adequately recover the costs of such services. It is concluded that levels of R&R funding to maintain the facilities in excellent serviceable condition for the health, safety and welfare of the community will vary year to year such that the Utility should: 1) fund all R&R projects through the R&R Reserve Fund; 2) transfer a minimum amount of operating revenues to the R&R Reserve Fund based on a percentage of prior years' revenue and not on a basis of amounts determined from annual budgeted R&R projects; 3) if required supplement the R&R transfers from the unrestricted Operating Reserve Fund; and 4) set and maintain a minimum amount for the R&R Reserve Fund. It is also concluded that consideration be afforded to more frequent rate studies due to there being approximately 18 years since the last rate study in 1999. It is common practice for utilities to undertake periodic (3 to 5 years) comprehensive rate studies along with annual revenue sufficiency reviews between such studies. Such practice allows the IRCDUS to address organizational, financial, rate and policy issues in advance of anticipated impacts due to operations, fiscal requirements, capital needs, customer characteristics and environmental items that may impact the continued success of the Utility. Another practice that utilities use to address unanticipated changes to the customer base, operating expenses, environmental requirements or other items that impact fiscal requirements is providing an indexing mechanism to adjust user rates without having to commission a rate study. The indexing mechanism can be used when the utility is confident that customer demand and usage characteristics have not materially changed to where the existing rate structure would no longer provide for just and equitable cost recovery. There are several different indexing methods available, however, it is generally preferable to use one that is simple and familiar to the County, such as the Consumer Price Index (CPI) limited to a maximum of 3.0 percent. Recommendations Based on the information, analysis and discussions included in the report, it is recommended that: 1. The County proceed to establish the following rate structure modifications and rate adjustments with an effective date of on or after March 1, 2019. a. Recover existing billing charge costs through the Service Availability Charge except for Bulk and Reclaimed Water customers. b. Adjust Service Availability Charges to recover respective billing costs. L Water • Single Family Water to $8.75 per ERU • Manufactured Home to $7.44 per ERU • Multi -Family to $7.44 per ERU • Commercial to $8.75 per ERU ii. Wastewater Comprehensive Water, Wastewater and Reclaimed Water Rate Study 41 Executive Summary • Single Family Water to $15.60 per ERU • Manufactured Home to $13.26 per ERU • Multi -Family to $13.26 per ERU • Commercial to $15.60 per ERU c. Reduce the number of water inclining volume blocks and corresponding volume allowances: i. Block 1 from 0 to 3,000 to 0 to 5,000 gallons per ERU per month; ii. Block 2 from 3,001 to 7,000 to 5,001 to 10,000 gallons per ERU per month; iii. Block 3 from 7,001 to 13,000 to above 10,000 gallons per ERU per month; and iv. Block 4 from above 13,000 to eliminate Block 4. d. Water inclining volume block rate per 1,000 gallons adjustments: i. Block 1 remains the same at $2.20: ii. Block 2 from $2.42 to $2.97; iii. Block 3 from $3.85 to $7.04; and iv. Block 4 from $7.70 to Eliminated. e. Bill all water and wastewater volume in hundreds of gallons. f. Establish wastewater volume Block 2 to 12,000 gallons for all classifications. g. Establish 1&1100 percent surcharge for Wastewater Volume Blocks 1 and 2. h. Adjust monthly Fire Protection Fee to $15.16 per account. i. Maintain the Septage and Sludge Rate at $15.00 per wet ton. j. Establish a Large User Non -Pressurized Interruptible Service Disposal Reclaimed Water Rate of $0.21 per 1,000 gallons available only through agreement; where a Large User is required to accept a minimum number of gallons per day on an average annual basis as specified in their Reclaimed User Agreement. k. Adjust the Miscellaneous Service Charges as proposed herein. 2. Establish R&R policies of. a) annual transfers of 12 percent of prior year's water gross revenue and 10 percent of prior year's wastewater gross revenue to the R&R Reserve Fund; b) fund balance of R&R requirements, if needed from unrestricted Revenue Reserve Fund; c) funding all R&R from the R&R Reserve Fund; and d) maintain minimum R&R Reserve Fund balance of $2,500,000. 3. Utilize Impact Fee Reserves, when available, pay minimum of 25 percent water expansion related debt service and 75 percent of wastewater expansion related debt service. 4. Address delinquent Reserve Accounts and establish policy moving forward. S. Consider the Uniform Septic to Sewer Policy (S2S) as proposed herein. 6. Provide appropriate notice to customers regarding the rate structure modifications and rate adjustments. 7. Conduct a rate study and policy reviews periodically (minimum of 3 -year to 5 -year intervals) to ensure that the existing rates and cost recovery program equitably provide sufficient revenues to address the fiscal and creditworthiness requirements of the Utility. 8. Adopt a provision for indexing the user rates by lessor of: a. the annual difference not less than zero between the CPI for All Urban Consumers _for twelve months prior to April of the current year; or b. 3.0 percent. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 49 Executive Summary The expenses, costs, and criteria associated with rate making are representative of averages that are developed primarily from historic data along with projections based on opinions and assumptions. Significant amounts of historical review and analysis, together with the development of assumptions based on prudent engineering, financial and ratemaking relationships were utilized in the development of the customers, operating activity, costs and proposed rate and changes. Some of the assumptions will inevitably change or not materialize, and unanticipated events may occur which could significantly change the results presented herein. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 179 INTRODUCTION GENERAL As a matter of prudent management, IRCDUS authorized a study to determine the appropriate level of User Rates, Fees and Charges for just and equitable recovery of operating expenses, Renewal and Replacement (R&R) and Operating Capital Outlay, along with maintaining reasonable levels of unrestricted reserves and addressing debt covenants. This report provides discussions, tables and schedules relative to the study process including reviews, data analysis, findings and conclusions regarding revenue. generation and budget policy recommendations for the next five fiscal years ending September 30, 2023. The rate study focuses on several important customer, budget and financial elements consisting of: 1. Rate structure: a. Equivalency basis for Multi -Family and Manufacture Home customers; b. Inclining water conservation volume blocks; and c. Incremental rate for each water conservation volume block. 2. Operating revenue sufficiency; 3. Fund balance requirements for: a. Unrestricted Revenue Reserve Fund; b. R&R Reserve Fund; c. Water Impact Fee Reserve Fund; and d. Wastewater Impact Fee Reserve Fund. 4. Five-year Capital Improvement Plan (CIP) funding. S. Uniform policy for septic to sewer elements of CIP. 6. Cost recovery for miscellaneous, ancillary and penalty charges. COMPREHENSIVE RATE MODEL In addressing the study needs, a Microsoft Excel -based comprehensive rate model was developed and utilized. The computer rate model has the capability to project the salient attributes associated with the review, analysis and development of comprehensive rates, including but not limited to customer statistics, budgets, fiscal requirements, existing User Rates, Fees and Charges, proforma statements, sources and uses of the capital funding program and Utility reserve fund balances. The computer model is a dynamic tool that was used to identify the effect of various alternatives with respect to changes in fiscal requirements, customer growth, rate structure modifications, rate adjustments and operating results. MEETINGS AND ACKNOWLEDGEMENTS During the course of the study, several meetings were conducted with County staff members including those from the IRCDUS and Administration. The meetings focused on obtaining a clear understanding of existing issues, future needs and other management and financial requirements of the IRCDUS. The projected expenses, costs and requirements contained herein and used as the basis for the proposed multi-year rates were identified and prepared with the assistance, work and guidance provided by Utility staff members. It should also be noted that prudent ratemaking requires a conservative approach where revenues are not overstated, and expenses are not understated. The assumptions herein adhere to this conservative approach and it should be expected that actual results will exceed expectations reflected in this study. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 17f EXISTING RATES, CUSTOMER CHARACTERISTICS AND PROJECTIONS GENERAL The County uses an enterprise fund to account for its water, wastewater and reclaimed water services and like any self-sustaining business is required to generate revenues sufficient to pay for 100 percent of all 0&M expenses along with the requirements of any existing debt service, R&R, and minor capital costs (collectively Operating Costs). Major capital improvement costs are funded from several sources including but not limited to operating reserves, impact fees, grants and assessments. Gross revenue of the enterprise is derived from: (i) User Rates; and (ii) miscellaneous service fees and charges for specifically requested services. The primary source of revenues, approximately 93 percent, is obtained from the monthly user rates which consists of Billing Charges, Service Availability Charges, four inclining water volume charges, and two inclining wastewater volume charges. The water and wastewater rate structures have remained consistent and no significant rate adjustments have occurred since 1999. It should be noted that reclaimed water services are provided through certain customer connections primarily for effluent disposal purposes. Reclaimed water connections are and anticipated to remain limited to a small number or large usage customers in the foreseeable future. EXISTING WATER AND WASTEWATER RATE STRUCTURE AND RATES The User Rates, Fees and Charges established pursuant to Resolution 99-58 have remained, for the most part, the same since their effective date of October 1, 1999 and consist of the following: 1. A monthly Billing Charge per bill for water and wastewater service; this charge is designed to recover a portion of the expenses associated with billing and customer services. 2. A monthly Service" Availability Charge per Equivalent Residential Unit. (ERU); this charge is designed to recover a portion of expenses, debt service, R&R, minor capital and other requirements generally related to ongoing operations. Service Availability Charges for manufactured home and multi -family connections are determined based on 0.85 ERU per dwelling unit. 3. Volume rates are designed to encourage conservation of resources and recover the balance of operating requirements and are structured as follows: a. Water volume rates consist of four inclining rates per 1,000 gallons associated with four inclining blocks per ERU: Block 1(0 - 3,000 gal), Block 2 (3,001- 7,000 gal), Block 3 (7,001-13,000) and Block 4 (above 13,000 gal). b. The wastewater volume rates consist of a single rate per 1,000 gallons for single family and manufactured homes to a maximum of 12,000 gallons and two inclining blocks per ERU for commercial and multi -family customers: Block 1 (0 - 13,000 gal) and Block 2 (above 13,000 gal). Summarized in Table 1 are the current User Rates, Fees and Charges. There have been no significant rate structure or rate adjustments since October 1, 1999. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 179 Existing Rates, Customer Characteristics and Projections Tahle 1 — Current Monthly Water and Wastewater Rates In addition to the specific rates, fees and charges listed in Table 1, the IRCDUS has other miscellaneous fees and charges to recover costs associated with services including but not limited to fire protection, meter replacement and removal, water and wastewater connection, reconnection activities, and other miscellaneous requested services, which are addressed more fully in the Miscellaneous Service Charge Update section of this report. HISTORIC WATER AND WASTEWATER CUSTOMERS AND REVENUE GENERATION SUMMARY The County provided water and wastewater billing data for the 12 consecutive months ending September 30, 2017. The information contained in the billing data register included, by customer classification, the number of accounts billed, the number of ERUs which received service, the monthly metered water usage and the corresponding monthly revenue collected. A billing frequency analysis was performed on the water and wastewater billing data to substantiate with relative certainty the Comprehensive Water, Wastewater and Reclaimed Water Rate Study 174 Block Volume Tiers (gallons) Amount Water Billing Charge Per Bill $1.29 Service Availability Charge Per Month Per ERU $7.76 Volume Charges per 1,000 Gallons Block 1 Per Month Per ERU 0-3,000, $2.20 Block 2 Per Month Per ERU 3,001- 7,000 $2.42 Block 3 Per Month Per ERU 7,001- 13,000 $3.85 Block 4 Per Month Per ERU above 13,000 $7.70 Wastewater Billing Charge Per Bill $1.29 Service Availability Charge Per Month Per ERU $14.58 Volume Charges per 1,000 Gallons Individually Metered Residential 1 cap 12,000 $2.86 Multi -Family & Commercial: Block 1 Per Month Per ERU 0-13,000 $2.86 Block 2 Per Month Per ERU above 13,000 $4.29 Bulk Sewerz Billing Charge Per Bill $1.29 Service Availability Charge Per Month Per ERU $13.41 Volume Charges Per 1,000 Gallons $2.98 Fire Protection Per Account $14.17 Reclaimed Water Rate Per 1,000 Gallons $0.67 Sludge, Grease & Septage Rate Per Wet Ton $15.00 1. Single Family, Multi -Family and Manufactured Homes individually and master metered customers. 2. Currently, the City of Fellsmere is the County's only bulk sewer customer. In addition to the specific rates, fees and charges listed in Table 1, the IRCDUS has other miscellaneous fees and charges to recover costs associated with services including but not limited to fire protection, meter replacement and removal, water and wastewater connection, reconnection activities, and other miscellaneous requested services, which are addressed more fully in the Miscellaneous Service Charge Update section of this report. HISTORIC WATER AND WASTEWATER CUSTOMERS AND REVENUE GENERATION SUMMARY The County provided water and wastewater billing data for the 12 consecutive months ending September 30, 2017. The information contained in the billing data register included, by customer classification, the number of accounts billed, the number of ERUs which received service, the monthly metered water usage and the corresponding monthly revenue collected. A billing frequency analysis was performed on the water and wastewater billing data to substantiate with relative certainty the Comprehensive Water, Wastewater and Reclaimed Water Rate Study 174 Existing Rates, Customer Characteristics and Projections number of accounts, ERUs,. and the corresponding usage characteristics for each customer classification. To verify the results of the bill frequency analysis, revenues were first calculated based on the resulting customer data findings and the existing user rates and charges. This information was then compared to the revenues contained within the billing data register (The calculated revenues from the bill frequency analysis were within 1 percent of the revenues contained in the billing data register which validates the customer and characteristics of the data). A review of the water and wastewater customers developed from the FY 2016/17 billing records, indicated that the system provides service to four identified customer groups consisting of residential, commercial, governmental and special service connections. 1. The residential customer group consist of single family, manufactured and multi -family homes (both individually metered and master -metered connections); 2. The commercial customer group consists of non-residential connections including hotels, motels, restaurants and other business-related entities; 3. The governmental group is applicable to local, state and federal government connections: 4. The other customer group have special service conditions including irrigation, hydrant, reclaimed water, bulk, and reserve accounts'. The appropriateness of the rate structure can be determined by analyzing key relationships among customer classifications. Comparative relationships between ERUs, Consumption and Revenue for each customer class are illustrated in Graph 1 and tabulated in Table 6 from billing frequency data in Appendix A. Graph 1 - Rate Equity RATE EQUITY X0.00% ERUs Consumption � Revenue 30.00% 20.00°fo - - dd 10.000 t 0.00% S�tti4�♦ef��``� ♦����"a�a �♦eCe`eae �e�eC a a �e�eteae �e�e`e C, 'met``a{,o e��`en� ♦ t ♦ < oo a 1 Reserve accounts paid impact fees to guarantee availability of utility capacity and are required to pay a monthly fixed charge per ERU. Comprehensive Water, Wastewater and Reclaimed Water Rate Study lid Existing Rates, Customer Characteristics and Projections Table 6 - Fiscal Year 2016/17 Accounts. ERUs. Consumntion and Revenues' Customer Classification Accounts Percent Quantity of Total ERUs Percent Quantity of Total Consumption' Percent Quantity of Total Revenues Percent Amount of Total Water Single Family 39,393 86.1% 39,632 68.0% 2,015,897 69.3% $9,919,100 68.2% Irrigation 95 0.2% 227 0.4% 37,002 1.3% 233,800 1.6% MH Individual Metered 2,822 6.2% 2,399 4.16/0 74,258 2.6% 455,500 3.1% MH Master Metered 6 0.0% 249 0.4% 8,162 0.3% 41,400 0.3% MF Individual Metered 823 1.8% 700 1.2% 30,517 1.0% 166,400 1.1% MF Master Metered 539 1.2% 7,164 12.3% 259,005 8.9% 1,283,000 8.8% Commercial 1,942 4.2% 7,109 12.2% 434,641 14.9% 2,185,600 15.0% Government 99 0.2% 811 1.4% 49,579 1.7% 1 246,800 1.7% Hydrant 12 0.0% 12 0.0% 1,481 1 0.1% 1 4,600 0.0% Total 45,731 100.0% 58,303 100.0% 2,910,542 100.0% $14,536,200 100.0% Wastewater Single Family 20,634 78.3% 20,875 52.6% 955,823 52.6% $6,480,000 52.2% MH Individual Metered 2,825 10.7% 2,402 6.1% 74,044 4.1% 666,500 5.4% MH Master Metered 3 0.0% 61 0.2% 2,131 0.1% 16,800 0.1% MF Individual Metered 835 3.2% 710 1.8% 30,641 1.7% 229,200 1.8% MF Master Metered 518 2.0% 7,174 18.1% 257,021 14.1% 2,001,500 16.1% Commercial 1,440 5.5% 7,028 17.7% 433,665 23.8% 2,592,300 20.9% Government 81 0.3% 891 2.2% 40,722 2.2% 277,100 2.2% Bulk 1 0.0% 526 1.3% 24,368 1.3% 157,200 1.3% Total 26,337 100.0% 39,667 1 100.0% 1,818,415 100.0% $12,420,600 100.0% 1. Statistics exclude Reserve, Fire Protection and Sewer -only customers. 2. Consumption is shown in thousands of gallons. A review of the data in the table above shows that the percentages between ERUs, Consumption and Revenues are relatively similar for each customer classification. This strongly suggests that the existing rate structure generates revenue on a reasonable cost of service basis and remains just and equitable. It should be noted that such relationships will vary slightly year to year; however, the goal is that the relationships are relatively balanced for each customer classification, as it would be highly unusual for the relationship or percentages to be exactly equal. EXISTING RATE STRUCTURE OBSERVATIONS Although the existing rate structure generates revenue on a reasonable cost of service basis, the number of water inclining volume blocks, volume allowances within each inclining block and rate differential between each inclining block should be adjusted to: 1) better represent the water conservation trends of existing customers; and 2) provide a more understandable and administratively efficient mechanism for volume revenue generation. The inclining block adjustments proposed later in this report will reduce the inclining blocks from four to three. The adjustments will reduce the financial burden on moderate use customers while maintaining incentive for conservation. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 175 Existing Rates, Customer Characteristics and Projections PROJECTED WATER AND WASTEWATER CUSTOMERS AND CONSUMPTION The FY 2016/17 billing frequency analysis provides historic actual data associated with the number of accounts and ERUs together with the average monthly billable consumption per rate block per ERU by customer class. These billable flows per block are considered reliable indicators for ratemaking and projection purposes, as average usage trends based on current understanding of the service area are not anticipated to vary materially from year to year except for periods experiencing unusual weather conditions. Pursuant to discussion with IRCDUS staff, an understanding of recent construction trends in the service area and maintaining a conservative approach to forecasting customer growth for rate making purposes, an annual growth rate of approximately 2% to -3% was selected for the analysis period through FY 2022/23. This growth rates equates to approximately 1,100 ERUs per year each for water and wastewater. A summary of the forecasted growth in the customer accounts, ERUs and billable consumption are summarized in Table 7 with more detailed information provided in Schedules 1 and 2. In addition to the growth shown in Table 7, the IRCDUS anticipates promoting a S2S program with incentives that will result in customer increases. For this study, estimated numbers of S2S accounts, ERUs and revenue are provided in Schedule 3. It should be noted that due to the uncertainty and low numbers, forecasts of S2S ERUs and revenue are not included for the purpose of adjusting rates if necessary. Table 7 - Projection of Average Customer Accounts, ERUs and Billable Consumption Water 2016/ 7 2017/18 2018/1 2019/20 2020/2+1 202 /22 2022/23 Accounts 45,731 46,643 47,575 48,524 49,491 50,479 S1,486 ERUs 58,303 59,464 60,649 61,858 63,090 64,347 6S,628 ERU Growth 2.0% 2.0% 2.0% 2.0% 2.0% 2.0% Billable Consumption/ 1,000 gal 2,910,542 2,967,968 3,026,592 3,086,396 3,147,337 3,209,527 3,272,904 Wastewater Accounts 26,337 27,454 28,265 29,102 29,962 30,849 31,762 ERUs 39,667 41,944 43,126 44,343 45,596 46,887 48,217 ERU Growth 2.8% 2.8% 2.8% 2.8% 2.8% 2.8% Billable Consumption/ 1,000 gal 1,818,415 1,898,209 1,992,974 2,048,774 2,106,200 2,165,379 2,226,335 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 1� FISCAL REQUIREMENTS GENERAL Fiscal requirements within IRCDUS' annual budget as approved by the County's Board of Commissioners, are characterized as first, those associated with direct operating activities such as 0&M expenses, annual debt service, R&R and OCO; and second, portions of annual requirements to support major capital improvements and stabilize reserve funds. Except for grants and direct contributions, the primary sources of funding these fiscal requirements are from User Rates, Fees and Charges, miscellaneous revenue, interest income and impact fees. A cash basis approach is common in water and wastewater ratemaking where fiscal requirements are partitioned to correspond to the flow of funds and provisions associated with tax-exempt long- term debt indentures, consisting primarily of 0&M expenses, debt service including both principal and interest, R&R2 and certain capital not specifically addressed in the Capital Improvement Plan (CIP). In addition, consideration is given to debt covenant and cash reserves for creditworthiness and prudent financial stability of the Utility. These fiscal requirements are reduced by revenues from sources other than User Rates, Fees and Charges such as interest income, meter installation charges, penalties and other miscellaneous charges resulting in net rate requirements for ratemaking. PROJECTED NET RATE REQUIREMENTS The projected net rate requirements to be recovered through monthly water and wastewater User Rates, Fees and Charges are initially identified using the adopted budget for fiscal year 2017/18 and then projected to establish requirements for rate test fiscal year 2018/19 and four additional fiscal years. Projections for fiscal years 2018/19 through 2022/23, reflect the anticipated impacts of inflation, labor and benefit adjustments, growth and other increases affecting utilities. These impacts are addressed on a budget line item basis using specific escalation factors. This process results in fiscal and net rate requirements that reasonably reflect future economic operating conditions of the IRCDUS. The major categories associated with net rate requirement consist of: 0&M expenses, debt service, expenditures and transfers to R&R, Operating Capital Outlay3 (OCO) and other revenue. 0&M Expense 0&M expense is the largest categories of cost within IRCDUS' Operating budget. These expenses typically include the cost of labor, benefits, insurance, electricity, chemicals, maintenance, supplies, administration and other items necessary for the operation and maintenance of the system. Discussions with IRCDUS staff together with a review of the reasonableness of the projected 0&M expenses suggest that the 0&M expenses reasonably reflect sufficient amounts for quality levels of operations. There are no additional employees assumed during the analysis period. Debt Service Debt Service includes the principal and interest on outstanding debt obligations payable from the net revenues of the Utility. As of September 30, 2017, the County had two outstanding debt obligations: The Water and Sewer Revenue Refunding Note Series 2015 and the Water and Sewer Revenue Refunding Bonds Series 2009. Annual debt service payment on these 2 Provisions for transfers to a R&R account is used as a proxy for depreciation. 3 Minor capital items not included in the CIP. Comprehensive Water, Wastewater and Reclaimed Water Rate Study T Fiscal Requirements obligations is approximately $3.9 million until fiscal year 2021/22, which then reduces upon the maturity of the Series 2015 note. R&R Transfers Annual R&R transfers from net revenues are necessary, not only to comply with debt covenants but also to have continuing rate revenue provide for a portion of necessary facility replacement. Annual R&R transfer allowances from user rate revenues at levels less than depreciation is not unusual for utilities, as many capital improvement programs funded from sources other than R&R, such as unrestricted reserves, grants and within debt funding for projects that include upgrading and replacement of existing system facilities. Therefore, although the collective level of R&R within the fiscal year 2017/18 budget is believed to be adequate, a portion of the R&R projects for the next five fiscal year will be considered funded from existing unrestricted reserves. Operating Capital Outlay Operating capital outlay consist of machinery, vehicles, communications and data processing equipment, and other items not directly related to treatment and transmission of water and wastewater services. These amounts generally vary annually and similar to R&R, amounts not provided from annual rates can be secured from unrestricted reserves. For ratemaking purposes, amounts for other operating capital requirements have been projected based on the approximate average amounts from the last five fiscal years and similar to R&R any additional amounts are considered funded from existing unrestricted reserves. Other Revenue In addition to revenue generated from ongoing User Rates, Fees and Charges, the IRCDUS earns interest income from investments, charges for various services, such as meter installation, turn on/off, fire protection, etc. and from penalties pursuant to codified policies. The primary assumptions utilized in the projection of net fiscal requirements for the five years subsequent to fiscal year 2017/18 are: 1. General operating expenditures are anticipated to be impacted by general inflation at 2.5%. 2. Personnel and benefit expenses are projected to increase at an annual rate of 3.0%, which includes cost of living adjustments, promotions and merit increases. 3. Expenditures influenced by both inflation and customer growth, such as chemicals and electric, are projected utilizing a combined inflation and growth factor of approximately 4.5% per year for water and 5.3% per year for wastewater. 4. Annual expenditures for supplies and routine repairs and maintenance are projected at an annual rate of 3.0%. S. Annual R&R requirements are projected at 18.5 percent and 14.0 % percent of the previous year's gross revenue respectively for water and wastewater. 6. Operating Capital Outlay amounts are projected at approximate average amounts from the last five fiscal years. 7. As applicable, Other Revenue items, such as meter installation, are projected based on related activity, historic levels or other related relationships. 8. Fiscal Requirement amounts for both R&R and Operating Capital Outlay are included at the total anticipate levels, which in some years may place an undue burden on rate revenue. To better accommodate and balance such requirements, funds to address portions of the totals are projected from unrestricted reserves. Comprehensive Water, Wastewater and Reclaimed Water Rate Study IR Fiscal Requirements Projections of fiscal and net rate requirements discussed above are summarized in Table 8 from projected line item water and wastewater budgets contained in Schedules 4 and 5 for water and wastewater, respectively. It should be noted that fiscal requirements for reclaimed water (wastewater disposal) are included in Schedule 5 with wastewater. Reclaimed water is provided to certain connections primarily for effluent disposal and currently not considered as a full cost recovery commodity service. Table 8 - Proiected Water and Wastewater Revenue Requirements ------ ---- 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 Fiscal Requirements 0&M Expenses 1 $20,576,200 $21,260,100 $21,968,700 $22,702,300 $23,461,800 $24,249,500 Debt Service 3,983,800 3,985,400 3,985,200 3,983,200 3,980,400 2,891,000 R&R 2 5,017,400 5,015,200 5,186,800 5,290,300 5,397,200 5,509,500 Operating Capital Outlay 2 2,101,300 1,339,700 1,373,600 1,408,300 1,443,800 1,480,300 Total Requirements $31,678,700 $31,600,400 $32,514,300 $33,384,100 $34,283,200 $34,130,300 Less Other Revenue 2,245,100 2,569,900 2,584,400 2,616,100 2,669,900 2,724,500 Net Rate Requirement $29,433,600 $27,401,700 $28,249,100 $29,054,200 $29,865,400 $29,622,100 1. Escalated per inflation and growth. 2. Annual rate requirement including amounts funded from unrestricted reserves. Projections of net rate requirement are based on anticipated events and assumptions that are subject to change, especially those associated with growth and inflation; therefore, no assurance can be given with respect to the probability or levels of such projections. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 119 REVENUE SUFFICIENCY WITH EXISTING RATE STRUCTURE AND RATES GENERAL As with any business enterprise, the Utility must generate sufficient revenues for continued operations providing for the health, safety and welfare of the community. The measure of this objective is demonstrated not only by the ability of the enterprise to meet the annual fiscal requirements supporting water and wastewater operations, but also sufficient cash flows to accumulate prudent levels of reserves, address R&R, support creditworthiness, provide options regarding the funding of future major capital improvements and address fiscal policy of the County. This Study utilizes a modified cost of service methodology, whereby, revenues from each functional service (water and wastewater) are evaluated for sufficiency based on the requirements of each functional service, including when applicable consideration of major CIP requirements. REVENUE SUFFICIENCY UNDER EXISTING RATES A revenue sufficiency analysis was prepared utilizing the previously discussed customer data, existing rates and fiscal requirements and escalated to account for inflation and customer growth. The analysis, as summarized in Table 9 and illustrated in Graph 2, indicate total revenues from existing User Rates, Fees and Charges and Other Revenues are adequate for 0&M and debt service providing over $6.0 million in Operating Balance available to address'R&R and OCO. However, the Operating Balances are not sufficient to address the projected desired amounts of R&R and OCO through fiscal year 2022/23. It should be noted that as previously discussed these projections assume that any additional funding for R&R and OCO beyond the Operating Balance can be provided from unrestricted reserves. Debt Service Coverage, which represents the number of times Net Revenue exceeds Debt Service, is projected to exceed requirements and will reflect favorably on the creditworthiness of the Utility enterprise. Table 9 — Annual Onerating Results F.xistinu Rates The major difference in Net Surplus (Deficit) between fiscal years 2017/18 and 2018/19 is primarily due to reducing the OCO to 5 -year historic average amounts. Further reductions in Net Surplus (Deficit) for the ensuing fiscal years represent the impact of projected inflation mainly on 0&M expenses. The increase in FY 2022/23 is the direct result of retirement of the Series 2015 note. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 48 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 User Rate Revenue $28,393,500 $29,219,400 $29,853,900 $30,491,900 $31,140,900 $31,810,700 Other Revenues 2,245,100 2,264,100 2,262,400 2,277,800 2,314,900 2,352,400 Total Revenues $30,638,600 1 $31,483,5001 $32,116,300 $32,769,700 $33,455,800 $34,163,100 0&M Expenses 20,576,200 21,260,100 1 21,968,700 22,702,300 23,461,800 24,249,500 Net Revenue $10,062,400 $10,223,400 $10,147,600 $10,067,400 $9,994,000 $9,913,600 Debt Service 3,983,800 3,985,400 3,985,200 3,983,200 3,980,400 2,891,000 Operating Balance $6,078,600 $6,238,000 $6,162,400 $6,084,200 $6,013,600 $7,022,600 R&R Transfers 5,017,400 5,015,200 5,145,100 5,246,200 5,350,600 5,460,300 Operating Capital Outlay 2,101,300 1,339,700 1,373,600 1,408,300 1,443,800 1,480,300 Net Surplus (Deficit) ($1,040,100) ($116,900) ($356,300) ($570,300) ($780,800) $82,000 Debt Service Coverage: Required 1.20 1.20 1.20 1.20 1.20 1.20 Projected 2.53 2.57 2.55 2.53 2.51 3.43 The major difference in Net Surplus (Deficit) between fiscal years 2017/18 and 2018/19 is primarily due to reducing the OCO to 5 -year historic average amounts. Further reductions in Net Surplus (Deficit) for the ensuing fiscal years represent the impact of projected inflation mainly on 0&M expenses. The increase in FY 2022/23 is the direct result of retirement of the Series 2015 note. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 48 Revenue Sufficiency with Existing Rate Structure and Rates Graph 2 - Annual Operating Surplus (Deficit) Existing Rates. In addition to debt service coverage requirements it is important that the Utility enterprise maintain prudent levels of unrestricted reserve funds to provide rate stability, address emergencies, manage existing and future CIPS and enhance creditworthiness. Existing unencumbered balances in the four primary reserve funds, Operating, R&R, Water Impact Fee and Wastewater Impact Fee, were at adequate levels as of October 1, 2017, based on data/amounts provide by IRCDUS staff. Projections of unencumbered balances from fiscal years 2017/18 through FY 2022/23 are provided in Table 10 and illustrated in Graph 8. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 1P Revenue Sufficiency with Existing Rate Structure and Rates Table 10 - Unrestricted and Restricted Reserve Funds Existing Rates J IN 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 Revenue Fund Beginning Balance $30,903,100 $25,827,000 $16,500,100 $10,943,800 $10,373,500 $9,592,700 Cash Inflows (1,040,100) (116,900) (356,300) (570,300) (780,800) 82,000 Cash Outflows (4,036,000) (9,210,000) (5,200,000) 0 0 0 Ending Balance $25,827,000 $16,500,100 $10,943,800 $10,373,500 $9,592,700 $9,674,700 Suggested Min Bal $7,919,700 $7,900,100 $8,118,200 $8,335,000 $8,559,200 $8,520,300 R&R Fund Beginning Balance $3,485,900 $3,485,900 $3,485,900 $3,485,900 $3,485,900 $3,485,900 Cash Inflows 51017,400 5,015,200 5,145,100 5,246,200 5,350,600 5,460,300 Cash Outflows (5,017,400) (5,015,200) (5,145,100) (5,246,200) (5,350,600) (5,460,300) Ending Balance $3,485,900 $3,485,900 $3,485,900 $3,485,900 $3,485,900 $3,485,900 Suggested Min Bal 1 $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 Water Impact Fee Fund Beginning Balance $3,998,000 $4,526,500 $5,088,500 $5,619,000 $6,247,000 $5,404,000 Cash Inflows 1,528,500 1,562,000 1,595,500 1,628,000 1,657,000 1,695,300 Cash Outflows (1,000,000) (1,000,000) (1,065,000) (1,000,000) (2,500,000) 0 Ending Balance $4,526,500 $5,088,500 $5,619,000 $6,247,000 $5,404,000 $7,099,300 Suggested Min Bal $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 Wastewater Impact Fee Fund Beginning Balance $5,997,000 $8,489,900 $10,840,700 $13,299,700 $15,870,300 $18,558,400 Cash Inflows 3,242,900 3,350,800 3,459,000 3,570,600 3,688,100 3,813,400 Cash Outflows (750,000) (1,000,000) (1,000,000) (1,000,000) (1,000,000) 0 Ending Balance $8,489,900 $10,840,700 $13,299,700 $15,870,300 $18,558,400 $22,371,800 Suggested Min Bal $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 J IN Revenue Sufficiency with Existing Rate Structure and Rates OBSERVATIONS CONCERNING FUTURE REVENUE GENERATION Projected revenues from existing user rates adequately provide for anticipated operating expense and debt service requirements but fall short of addressing the necessary R&R and OCO through fiscal year 2022/23; this can be observed in Graph 2 on Page 26 where the yellow line should be below the green line. Additionally, it was observed that certain adjustments to the rate structure water and wastewater inclining volume blocks and use of Impact Fee Reserves to pay for expansion related debt service would benefit both the IRCDUS and customers. Adjustments to the water and wastewater inclining volume block structure will better address customer water conservation trends and simplify billing. Changes to financial/budget policies concerning the accumulation and use of both restricted and unrestricted reserve funds should be considered to address both R&R and OCO requirements. These requirements are primarily addressed through the balance of annual operating rate revenues after payment of C&M expenses and debt service; however, R&R and OCO requirements are not consistent year to year, resulting in some years with surpluses and some with deficits. Therefore, in the interest of addressing both the funding requirements and stabilizing rates, this study proposes: a) setting an operating rate revenue transfer policy for: (i) R&R based on a percentage of prior year gross revenues and (ii) OCO based on the last five year averages with allowances for inflation; b) using available unrestricted reserves to supplement the programs when needed; and c) when financially prudent using Impact Fee Reserve funds to pay for the expansion related portions of annual debt service; thereby, providing additional unrestricted funds for additional R&R and OCO requirements. Comprehensive Water, Wastewater and Reclaimed Water Rate Study IN RATE STRUCTURE MODIFICATIONS, RATE ADJUSTMENTS AND BUDGET POLICY CONSIDERATIONS GENERAL The prior sections of this report concluded that: 1) certain rate structure modifications and rate adjustments should be considered; and 2) Gross Revenue is adequate for 0&M Expenses and Debt Service. However, revenues do not fully address the desired expenditures for R&R and OCO. Additionally, reviews suggested that alternative approaches are available for funding R&R and OCO that would eliminate or decrease the need for more revenue through rate increases. The primary goals and objectives .in addressing these findings concerning rate structure modifications, rate adjustments and budget considerations include: 1. Initial rate structure modification and rate adjustments should be revenue neutral, wherein, approximate levels of revenue generated after the modifications/adjustments are approximately the same as before the modifications/adjustments. 2. Minimal adverse impacts on all classes of customers. 3. Changes that can be accommodated within existing billing software. RATE STRUCTURE MODIFICATIONS AND REVENUE NEUTRAL RATE ADJUSTMENTS Observations during the study process together with discussion with IRCDUS staff suggest there should be modifications to both water and wastewater inclining volume blocks. Water rate structure modifications address reductions in the number of water inclining volume blocks along with adjustments to the water volume block rates on a gross revenue neutral basis. Modification to the wastewater volume block modification, for customer classifications other than single family, is proposed for consistency between the single family wastewater billing cap and the commencement of the wastewater inclining volume block 2 rate. The water inclining volume block modifications and accompanying rate per block are as follows: 1. Water inclining volume blocks and corresponding volume allowances: a. Block 1 from 0 to 3,000 to 0 to S,000 gallons per ERU per month b. Block 2 from 3,001 to 7,000 to 5,001 to 10,000 gallons per ERU per month c. Block 3 from 7,001 to 13,000 to above 10,000 gallons per ERU per month d. Block 4 from above 13,000 to Eliminate Block 4 2. Water inclining volume block rate per 1,000 gallons adjustments: a. Block 1 remains the same at $2.20 b. Block 2 from $2.42 to $2.97 c. Block 3 from $3.8S to $7.04 d. Block 4 from $7.70 to Eliminated 3. Modification of wastewater volume blocks and corresponding volume allowances: a. Block 1 from 0 to 13,000 to 0 to 12,000 gallons per ERU per month b. Block 2 from above 13,000 to above 12,000 gallons per ERU per month A new surcharge of 100 percent is suggested to be applied on both blocks of the wastewater volume rates for certain master metered customers on the difference between measured wastewater flow Comprehensive Water, Wastewater and Reclaimed Water Rate Study 1§$ Rate Structure Modifications, Rate Adjustments and Budget Policy Considerations and the metered water flow for such customers. This surcharge is provided as encouragement for customers to address excessive on-site inflow and infiltration (I&I). Comparative existing and proposed rates and charges, including those associated with bulk wastewater, reclaimed water and septage/sludge are shown on Table 2. Table 2 - Existina and Pr000sed User Rates and Block Volume Tiers (gallons) Amount Block Volume Tiers (gallons) Amount ( Water ( I Billing Charge Per Bill I $1.29 Eliminated '__ Service Availability_Charge: -- - - - ] Single Family Per ERU $7.76 1 1 $8.75 . Manufactured Home @ 0.85 Per ERU$6.60 $7.44 Multi -Family @ 0.85. Per ERU $6.60 $7.44 Commercial Per ERU $7.76 $8.75 Volume Charges per 1,000 Gallons: Block 1 Per Month Per ERU 0 - 3,000 $2.20 -0-5,000 $2.20 Block 2 Per Month Per ERU 3,001- 7,000 $2.42 5,001- 10,000 $2.97 Block 3 Per Month Per ERU 17,601- 13,000 $3.85 above 10,000 $7.04 Block 4 Per Month Per ERU above 13,000 $7.70 N/A 1 Wastewater Billing Charge Per Bill $1.29 Eliminated _ Service Availability Charge: Single Family Per ERU $14.58 $15.60 Manufactured Home @ 0.85 Per ERU $12.39 $13.26 Multi -Family @ 0.85 Per ERU $12.39 $13.26 Commercial Per ERU $14.58 $15.60_ Volume Chargts per 1,000 Gallons: Individually Metered Residential 1 cap 12,000 $2.86 cap 12,000 $2.86 Multi -Family & Commercial: Block 1 Per Month Per ERU 1 0-13,000 $2.86 1 0-12,000 $2.86 Block 2 Per Month Per ERU ' above 13,000 $4.29 above 12,000 $4.29 _ I&I Surcharge 2 100.00%] Bulk Sewer 3 [ Billing Charge Per Bill $0.00 $0.00 Service Availability Charge Per Month Per ERU $13.41 ( $13.41 Volume Charges Per 1,000 Gallons.- Water Reading $2.63 $2.63.1 Volume Charges Per 1,000 Gallons - Sewer Reading $2.98 $2.98 Fire Protection Per Account $14.17 ( $15._16_ Reclaimed Water Disposal Rate Per 1,000 Gallons $0.67 $0.21 Sludge, Grease & Septage Rate Per Wet Ton $15.00 ' $15.00 1. Single Family, Multi -Family and Manufactured Homes individually and master metered customers. 2. Applicable to Blocks 1 and 2 wastewater volume rates on the difference between the measured wastewater flow_ and metered water flow. 3. Currently, the City of Fellsmere is the County's only bulk sewer customer. Comprehensive Water, Wastewater and Reclaimed Water Rate Study IP 25.0% 20.0% 15.0% 10.0% 5.0% 0.0% -5.0% 10 no/ - Structure & Rate Adjustment Impacts on Single Family 25.000/0 zO.0O% is.0O0/0 10.000/0 5.00010 0.00% 5.00% 0 0 Monthly Usage (Kgal) 0. 0 0 Percent of Events at Flow Range .... Combined Bill Increase (Decrease) % Rate Structure & Rate Adjustment Impacts on Commercial 2s.0% 20.0% 15.0% 10.0% c L•: 5.0% 0.0% -5.0% -100% 25.00% 20.00% 15.00% 1.0.00% 5.00% O.00% -5.00% 10 atm 0 Monthly Usage (Kgal) Percent of Events at Flow Range .... Combined Bill Increase (Decrease) % Rate Structure Modifications, Rate Adjustments and Budget Policv Considerations The result of these changes on total revenue generated from water inclining volume block modifications and rate adjustments are approximately revenue neutral, as shown below in Table 11. Table 11- Revenue Difference Post Pronosed Adiustments Rate Structure 2018/19 2019/20 2020/21 2021/22 2022/23 Existing Blocks $8,731,700 $8,902,300 $9,076,100 $9,252,900 $9,433,600 Proposed Blocks 8,719,600 8,890,000 9,063,500 9,240,800 9,421,200 Difference $12,100 1 $12,300 1 $12,600 $12,100 1$12,400 RECLAIMED WATER, SEPTAGE AND SLUDGE RATE ADJUSTMENTS Reclaimed Water Rate The current reclaimed water facilities are designed and operated toward disposal of the processed wastewater effluent rather than as a retail commodity service as a substitute for potable water. Therefore, costs for processing the wastewater effluent into reclaimed water are appropriately recovered through wastewater rates as part of the services provided to wastewater customers. Current and possibly future users of the reclaimed water are properties with large irrigation requirements, such as golf courses and groves, which due to large irrigation requirements can accept large quantities of reclaimed water to assist with wastewater disposal. It is common with Florida utilities to consider properties, such as golf course and groves, alternative disposal opportunities and pricing the reclaimed water for recovery of minimal cost of this disposal activity. Reclaimed water is currently provided through agreements to a limited number of large users as an alternative method of wastewater effluent disposal and not as a guaranteed commodity for non -potable irrigation or other usage. The approach to adjusting the existing reclaimed water rates is based on developing a single rate per thousand gallons of non -pressured¢ reclaimed water that can be interrupted at any time for any reason. The criteria for such cost recovery is limited to expenses, exclusive of capital, associated with moving the reclaimed water to the customer's point of connection. Power and chemical expenses of $383,700 are projected for activities associated with a forecasted combined wastewater effluent flow of 5.142 million gallons per day (MGD) or total of 1,876,830 thousand of gallons for fiscal year 2018/19. These projected expenses and flows result in an Interruptible Disposable Reclaimed Water Rate of $0.21 per thousand gallons. Availability of this Interruptible Disposable Reclaimed Water Rate is only for connections that can qualify as a Reclaimed Water Large User by the Director of Utilities and enter into an agreement specifying terms of usage and rate. It should be noted that the above expense and flow are for the sole purpose of developing a disposal rate. It is not anticipated that these disposal expenses will be recovered from existing reclaimed connections and therefore as part of the cost of wastewater services will be recovered through the wastewater rates. 4 Pressure limited to delivery of reclaimed water to the point of connection for only storage and/or repumping. The Interruptible Disposable Reclaimed Water Rate does not provide for the use of IRCDUS reclaimed water pressure to facilitate connection's on-site usage and therefore should be prohibited. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 1§3 Rate Structure Modifications, Rate Adjustments and Budeet Policv Considerations Septage and Sludge Rate The IRCDUS accepts septage and sludge deliveries from various sources for treatment. Septage and sludge are highly concentrated forms of wastewater increasing the biological and solid solutions within the normal domestic sewage to be treated by the wastewater treatment facilities. Costs for the Septage and Sludge Rate are based on the Sludge Operating budget plus allowances for labor, debt service and R&R associated with processing sludge of the total wastewater system including amounts provided by outside haulers. The approach to identifying/adjusting the Septage and Sludge Rate is to apportion the projected fiscal year 2018/19 expenses and costs pursuant to the historic two-year average wet ton recorded by the IRCDUS. Fiscal year 2018/19 Sludge Operation costs with allowances is projected to be approximately $1,327,500 and the historic two -year average wet tonnage as recorded by the IRCDUS is 87,813, which equates to a Septage and Sludge rate materially near to the existing rate of $15.00. BUDGETED R&R, OPERATING CAPITAL OUTLAY AND CAPITAL IMPROVEMENTS IRCDUS staff has clearly expressed the need for ongoing improvements at or above levels currently in the fiscal year 2017/18 budget. The rate making challenge is to identify a reasonable balance for funding the improvements especially those associated with R&R and Operating Capital Outlays (OCO is further described in the Fiscal Requirements section on Page 22), which for the most part should be funded from annual user rate revenue; whereas, improvements within the ongoing five-year capital improvement program (CIP) can utilize various funding mechanisms including but notlimited to unrestricted reserves, impact fees, grants and long-term debt, in addition to special assessment programs and other non-utility funding sources. R&R requirements are based on a proposed policy of 18.5 and 14.0 percent for water and wastewater respectively and OCO expenditures are based on a historic five-year average, currently proposed at almost $34.3 million for fiscal years 2018/19 through 2022/23, as shown in Table 12. Table 12 - R&R and Operating Capital Outlays Total $33,444,700 $6,354,900 $6,560,400 $6,698,600 $6,841,000 $6,989,800 Although sufficient to fund operating expenses and debt service, the forecasted revenues, shown in Table 9 on Page 24 and illustrated in Graph 2 on Page 25, are not totally sufficient to fund the forecasted levels of R&R and OCO. However, using reasonable amounts of unrestricted reserve funds, it is possible to fully fund amounts that are the shown in Table 12 without rate adjustments to increase revenues. Changes to financial/budget policies concerning the accumulation and use for both restricted and unrestricted reserve funds should be considered to address both R&R and OCO requirements. These requirements are addressed primarily through the balance of Operating Comprehensive Water, Wastewater and Reclaimed Water Rate Study 1§1 Total 2018/19 2019/20 2020/21 2021/22 2022/23 Water R&R $15,421,100 $2,983,800 $3,029,000 $3,081,200 $3,135,200 $3,191,900 Wastewater R&R 10,977,900 2,031,400 2,157,800 2,209,100 2,262,000 2,317,600 Subtotal $26,399,000 $5,015,200 $5,186,800 $5,290,300 $5,397,200 $5,509,500 Water OCO $3,361,000 $639,000 $655,200 $671,800 $688,800 $706,200 Wastewater OCO 3,684,700 $700,700 718,400 736,500 755,000 774,100 Subtotal I $7,045,700 ( $1,339,700 $1,373,600 I $1,408,300 $1,443,800 ( $1,480,300 Total $33,444,700 $6,354,900 $6,560,400 $6,698,600 $6,841,000 $6,989,800 Although sufficient to fund operating expenses and debt service, the forecasted revenues, shown in Table 9 on Page 24 and illustrated in Graph 2 on Page 25, are not totally sufficient to fund the forecasted levels of R&R and OCO. However, using reasonable amounts of unrestricted reserve funds, it is possible to fully fund amounts that are the shown in Table 12 without rate adjustments to increase revenues. Changes to financial/budget policies concerning the accumulation and use for both restricted and unrestricted reserve funds should be considered to address both R&R and OCO requirements. These requirements are addressed primarily through the balance of Operating Comprehensive Water, Wastewater and Reclaimed Water Rate Study 1§1 Rate Structure Modifications, Rate Adjustments and Budget Policy Considerations Revenues after payment of 0&M expenses and debt service; however, expenditure of budgeted R&R and OCO requirements are not consistent year to year, which results in some years with surpluses and some with deficits. Therefore, to address rate stabilization, funding requirements for R&R and OCO should consider:. 1. A budget policy where: a. The annual R&R transfer amount from operating rate revenue is based on a percentage of prior year gross revenues; and b. The annual OCO amounts are based on the last five-year averages with allowances for inflation. 2. Funding additional R&R and OCO from available unrestricted reserves as needed; and 3. When financially prudent, using Impact Fee Reserve funds to pay for the expansion related portions of annual debt service; thereby, providing additional unrestricted funds for additional R&R and OCO.requirements. These proposed R&R and OCO budget policies for the five fiscal years ending 2022/23 are illustrated on Graph 4 and tabulated on Table 3. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 1§9 Rate Structure Modifications, Rate Adjustments and Budget Policy Considerations Table 3 -R&R and OCO Funding Sources and Expenditures ----- ------ - 2018/19 2019/20 2020/21 2021/22 2022/23 Sources Utility Sources: Annual Rate R&R Transfers $3,386,400 $3,506,000 $3,576,500 $3,649,300 $3,725,800 Reserve Fund R&R Transfers 1,628,800 1,680,800 1,713,800 1,747,900 1,783,700 Annual Rate OCO 1,339,700 1,373,600 1,408,300 1,443,800 1,480,300 Reserve Fund OCO Transfers 0 0 0 0 0 Total Sources $6,354,900 $6,560,400 $6,698,600 $6,841,000 $6,989,800 Uses $29,761,000 $5,786,000 $11,210,000 $7,265,000 $2,000,000 R&R Expenditures $5,015,200 $5,186,800 $5,290,300 $5,397,200 $5,509,500 OCO Expenditures 1,339,700 1,373,600 1,408,300 1,443,800 1,480,300 Total Uses $6,354,900 $6,560,400 $6,698,600 $6,841,000 $6,989,800 In addition to R&R and OCO, the IRCDUS' Five -Year CIP, exceeding $46.8 million, appears to be adequately funded through fiscal year 2021/22 with approximately $29.8 million from Utility sources and approximately $17.1 million from other than Utility sources, as shown on Table 13. Table 13 - Five -Year Capital Improvement Program Sources and Uses Sources: _ Total 2017/18 2018/19 2019/2O 2020 21 2021/22 Utility Sources: Beginning Balance $0 $0 $0 $0 $0 a. Operating Reserves $18,446,000 4,036,000 9,210,000 5,200,000 0 0 b. Water Iin act Fees 6,565,000 1,000,000 1,000,000 1,065,000 1,000,000 2,500,000 c. Wastewater Impact Fees 4,750,000 750,000 1,000,000 11000,000 1,000,000 1,000,000 Subtotal $29,761,000 $5,786,000 $11,210,000 $7,265,000 $2,000,000 $3,500,000 Other Than Utility Sources: Optional Sales Tax $595,586 $595,586 $0 $0 $0 $0 Assessments 8,245,105 3,718,105 0 2,377,000 1,075,000 1,075,000 Grants 8,226,240 649,240 0 2,377,000 4,125,000 1,075,000 Subtotal $17,066,931 $4,962,931 $0 $4,754,000 $5,200,000 $2,150,000 Total Sources $46,827,931 $10,748,931 $11,210,000 $12,019,000 $7,200,000 $5,650,000 Uses: Water CIP $29,741,000 $6,796,000 $10,210,000 $8,185,000 $2,050,000 $2,500,000 Wastewater CIP 17,086,931 3,952,931 1,000,000 3,834,000 5,150,000 3,150,000 Total Uses $46,827,931 1 $10,748,931 1 $11,210,000 1 $12,019,000 1 $7,200,000 1 $5,650,000 PROFORMA RESULTS POST RATE STRUCTURE MODIFICATIONS, RATE ADJUSTMENTS AND BUDGET POLICY CONSIDERATIONS As previously mentioned the revenue neutral rate structure modifications and rate adjustments does not materially change the Operating Balances after debt service; however, utilizing reserve funds to reduce R&R transfers does materially impact Operating Surpluses. Provided in Table 4, as summarized from detailed projections provided in Schedules 6 and 7 and illustrated in Graph 5, are proforma results based on the rate structure modifications, rate adjustments and budget policy changes. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 129 Rate Structure Modifications, Rate Adjustments and Budget Policv Considerations Table 4 - Proforma Operatine Post Proposed Adiustments User Rate Revenue 2017/ 82018/19 $28,393,500 $29,214,900 2019/20 $29,849,400 2020/21 $30,487,400 202.1/22 $31,137,100 2022/23 $31,806,800 Other Revenues 2,245,100 2,569,900 2,584,400 2,616,100 2,669,900 2,724,500 Gross Revenues $30,638,600 $31,784,800 $32,433,800 $33,103,500 $33,807,000 $34,531,300 0&M Expenses 20,576,200 21,260,100 21,968,700 22,702,300 23,461,800 24,249,500 Net Revenue $10,062,400 $10,524,700 $10,465,100 $10,401,200 $10,345,200 $10,281,800 Impact Fees 0 1,484,300 1,484,300 1,483,500 1,482,500 1,075,700 Net Rev & Impact Fees $10,062,400 $12,009,000 $11,949,400 $11,884,700 $11,827,700 $11,357,500 Debt Service 3,983,800 3,985,400 3,985,200 3,983,200 3,980,400 2,891,000 Operating Balance $6,078,600 $8,023,600 $7,964,200 $7,901,500 $7,847,300 $8,466,500 R&R Transfers 5,017,400 3,386,400 3,506,000 3,576,500 3,649,300 3,725,800 Operating Capital Outlay 21101,300 1,339,700 1,373,600 1,408,300 1,443,800 1,480,300 Net Surplus (Deficit) ($1,040,100) $3,297,500 $3,084,600 $2,916,700 $2,754,200 $3,260,400 Debt Service Coverage (Net Revenue): Required 1.20 1.20 1.20 1.20 1.20 1.20 Projected 2.53 2.64 2.63 2.61 2.60 3.56 Comprehensive Water, Wastewater and Reclaimed Water Rate Study IP Rate Structure Modifications, Rate Adjustments and Budget Poli Considerations The primary differences resulting from the proposed rate structure modifications, rate adjustments and budget policy considerations are: 1) R&R transfers and OCO are now adequately addressed from Operating Balances; and 2) Both water and wastewater have Operating Surpluses (as clearly illustrated when comparing Graph 5 to Graph 2 on Page 25. These changes are the result of: 1. Limiting annual R&R transfers to 12 percent for water and 10 percent for wastewater of prior year's gross revenues; 2. Transferring the balance of the R&R requirement from the unrestricted Operating Reserve Fund;and 3. Utilizing water and wastewater impact fees to pay a portion of the expansion related debt service. In addition to debt service coverage requirements it is important that the Utility enterprise maintain prudent levels of unrestricted reserve funds to provide rate stability, address emergencies, manage existing and future CIPS and enhance creditworthiness. Existing unencumbered balances in the four primary reserve funds, Operating, R&R, Water Impact Fee and Wastewater Impact Fee, were at adequate levels as of October 1, 2017, based on data/amounts provide by IRCDUS staff. Projections of unencumbered balances from fiscal years 2017/18 through FY 2022/23 are provided in Table 5 and illustrated in Graph 6. Table 5 - Fund Balances Post Proposed Adjustments Revenue Fund 2017/18 2018/19 2019/20 2020/2• 2021/22 2022/28 Beginning Balance $30,903,100 $25,827,000 $18,285,700 $14,489,500 $15,692,400 $16,698,700 Cash Inflows (1,040,100) 3,297,500 3,084,600 2,916,700 2,754,200 3,260,400 Cash Outflows (4,036,000) (10,838,800) (6,880,800) (1,713,800) (1,747,900) (1,783,700) Ending Balance $25,827,000 $18,285,700 $14,489,500 $15,692,400 $16,698,700 $18,175,400 Suggested Min Bal $7,919,700 $7,900,100 $8,128,600 $8,346,000 $8,570,800 $8,532,600 R&R Fund - -- - Beginning Balance $3,485,900 $3,485,900 $3,485,900 $3,485,900 $3,485,900 $3,485,900 Cash Inflows 5,017,400 5,015,200 5,186,800 5,290,300 5,397,200 5,509,500 Cash Outflows (5,017,400) (5,015,200) (5,186,800) (5,290,300) (5,397,200) (5,509,500) Ending Balance $3,485,900 $3,485,900 $3,485,900 $3,485,900 $3,485,900 $3,485,900 Suggested Min Bal $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 Water Impact Fee Fund Beginning Balance $3,998,000 $4,526,500 $4,783,200 $5,007,100 $5,327,400 $4,175,600 Cash Inflows 11528,500 1,560,700 1,592,900 1,624,100 1,651,800 1,689,200 Cash Outflows (1,000,000) (1,304,000) (1,369,000) (1,303,800) (2,803,600) (220,300) Ending Balance $4,526,500 $4,783,200 $5,007,100 $5,327,400 $4,175,600 $5,644,500 Suggested Min Bal $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 Wastewater Impact Fee Fund Beginning Balance $5,997,000 $8,489,900 $9,655,400 $10,924,000 $12,299,800 $13,788,900 Cash Inflows 3,242,900 3,345,800 3,448,900 3,555,500 3,668,000 3,789,500 Cash Outflows (750,000) (2,180,300) (2,180,300) (2,179,700) (2,178,900) (855,400) Ending Balance $8,489,900 $9,655,400 $10,924,000 $12,299,800 $13,788,900 $16,723,000 Suggested Min Bal $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 119 Rate Structure Modifications, Rate Adjustments and Budget Poli Considerations Graph 6 - Fund Balances Post Propose ustments As can be observed in Table 14, the changes in each of the funds for the projection period can be considered of benefit to the Utility and customers. The Revenue Reserve Fund increased by approximately $8.4 million; the R&R Fund remained unchanged and both Impact Fee Funds were appropriately reduced to address expansion related costs including expansion related debt service. Table 14 - Fund Balance Differences Post Proposed Adiustments Comprehensive Water, Wastewater and Reclaimed Water Rate Study 114 2017/18 2018/19 2019/20 2020/21 2021.22 2022 23 Revenue Fund After $25,827,000 $18,285,700 $14,489,500 $15,692,400 $16,698,700 $18,175,400 Before 25,827,000 16,500,100 10,943,800 10,373,500 9,592,700 9,674,700 Difference $0 $1,785,600 $3,545,700 $5,318,900 $7,106,000 $8,500,700 R&R Fund After $3,485,900 $3,485,900 $3,485,900 $3,485,900 $3,485,900 $3,485,900 Before 3,485,900 3,485,900 .3,485,900 3,485,900 3,485,900 3,485,900 Difference $0 $0 $0 $0 $0 $0 Water Impact Fee Fund After $4,526,500 $4,783,200 $5,007,100 $5,327,400 $4,175,600 $5,644,500 Before 4,526,500 5,088,500 5,619,000 6,247,000 5,404,000 7,099,300 Difference $0 ($305,300) ($611,900)6 OO ($1,228,400) $1,454,800) Wastewater Impact Fee Fund After $8,489,900 $9,655,400 $10,924,000 $12,299,800 $13,788,900 $16,723,000 Before 8,489,900 10,840,700 13,299,700 15,870,300 18,558,400 22,371,800 Difference $0 ($1,185,300) ($2,375,700)x($3,570,500) ( ($4,769,500LL($5,648,800)J Comprehensive Water, Wastewater and Reclaimed Water Rate Study 114 Rate Structure Modifications, Rate Adjustments and Budget Policy Considerations CAPITAL IMPROVEMENT PROGRAM Information provided by and discussion with IRCDUS staff identified approximately $46.8 million in capital improvement projects through FY 2021/22. This total of capital improvements includes approximately $17.0 million in funding provide by assessments, optional sales tax and grants, all non- utility sources. Although other needs or opportunities may materialize during the analysis period, no further consideration of CIP additions or reductions are considered for this study. The projected distribution of the sources and uses of funds to address the $46.8 million in capital improvements through FY 2021/22 are unchanged post the rate structure modifications and rate adjustments and remain as shown on the previous Table 13 on Page 34. TYPICAL BILL COMPARISON TO OTHER UTILITIES A common activity used by administrators, management, customers and media during a utility rate setting process is comparisons of the existing and proposed rates to those of other nearby communities/utilities. Although this activity provides a comparison, it is at times, misinterpreted and utilized incorrectly. Cost recovery through User Rates, Fees and Charges is a multifunctional activity of utility enterprises, which for the most part, use common or similar names for the rate, charge and fee components; however, in many instances the charges are formulated using different methodologies, costs and policies. The cost allocations and formulation of determinants for each rate, charge or fee generally varies significantly. Therefore, comparisons of other communities should be considered as illustrations of the amount paid by the customers and not functional cost of service. When comparing rates between utilities, several factors that influence the rate levels being charged should be considered and include but are not limited to: 1. Size of customer base or overall economies of scale with other utility services; 2. Level of treatment and effluent disposal methods; 3. Plant age, capacity utilization, grant and other outside funding; 4. General fund and administrative fee transfers to municipal or County governments; S. Bond covenants and funding requirements of the rates; and 6. Specific rate structure attributes for each customer class and usage level. Nearby Florida communities were used for the comparison of water and wastewater rates. The results for a typical 5,000 gallons per month single family water and wastewater customer are shown in Graph 7. Rates used for neighboring communities were current as of November 2017. It should be noted that most communities have provisions to adjusted rates each October 1St. Therefore, it is expected that some of the other utilities listed below will be increasing rates for FY 2018/19. The monthly charges represent the billing amounts before any franchise, service or surcharges. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 14d Rate Structure Modifications, Rate Adjustments and Budget Policy Considerations Comprehensive Water, Wastewater and Reclaimed Water Rate Study 121 MISCELLANEOUS SERVICE CHARGE UPDATE GENERAL The IRCDUS has a schedule of Miscellaneous Service Charges for certain individual customer and/or event -based services. These charges are designed to recover representative cost of service from customers who require, cause or benefit from each specific service. Miscellaneous Service Charge revenue is included along with revenue from User Rates, Fees and Charges providing for gross revenue of the Utility. A" bottom-up" or "activity -based costing' methodology is used to determine appropriate cost recovery amounts for each of the Miscellaneous Service Charges. The approach consists of working with IRCDUS staff to identify obsolete/unneeded categories of charges together with obtaining reasonable and sometimes average labor, material and equipment (representative) data for each service. Labor costs were tied to personnel classification and the average time required for each service. The average hourly rates for each personnel classification provided by IRCDUS staff included associated benefits of FICA tax, worker's compensation, retirement costs, health and pension costs. Material cost are specific to each activity and may include piping, water meter, tapping saddles, and various other appurtenances. Equipment can include vehicles, excavation equipment to facilitate open cut, directional drilling and/or jack and bore. Costs were determined based on the hourly rate for a service truck along with the average time personnel utilize the vehicle for each service and required materials as applicable for each miscellaneous service. In addition, allowances are provided for both administrative services and overhead. Administrative services address management and clerical time associated with managing and recording the activity included as a flat amount per miscellaneous service; whereas, overhead addresses costs associated with most General and Engineering budget items and is included pursuant to an allowance of 14.0% for each miscellaneous service. It should be noted that the costs and time used to determine these miscellaneous services are representative estimates at times rounded and derived from discussions with IRCDUS staff and experience with similar utilities. The following subsections provide brief descriptions along with relevant data used to update each miscellaneous service charge. The meter replacement and water service reconnection fees are proposed to be eliminated in this study for various reasons including the infrequent occurrence of these services. Although mentioned in the discussion of several of the Miscellaneous Service Charges, circumstances can materially differ from those used to determine the Miscellaneous Service Charges and fees herein. In such circumstances the Ordinance providing for such Miscellaneous Service Charges and fees should provide for the Director of Utilities to identify such exception and direct that services be priced to recover actual cost plus overhead and administration charges. Actual cost is defined as the estimates by qualified personnel that are representative of the labor, material and equipment required for the service. New or Revised Account Fee The New or Revised Account Fee (Application Fee) is associated with a customer requesting to open a new water or sewer account or transferring an account to another name. This new miscellaneous fee is $31.00 and recovers the appropriate costs of labor and equipment, as well as includes an allowance for overhead, as detailed in Schedule 8 (A). Comprehensive Water, Wastewater and Reclaimed Water Rate Study 12� Miscellaneous Service Charges Water Service Connection Charge The Water Service Connection Charge is associated with the tap and installation of a water service line from an existing subdivision water line to a property's point of connection. The materials and labor are similar for the installation of a water service line for water meter sizes 5/8 -inch to 1.5 - inches; therefore, one charge will be developed for these connections, which will be based on average installation criteria and costs associated with location, distance, soil, roadway and other conditions affecting the water service line installation. The updated Water Service Connection Charge for meter sizes 5/8 -inch to 1.5 -inches is $2,785.00, including allowances for overhead and a charge for administration as detailed in Schedule 8 (B). Charges for water service line extension for meter sizes 2.0 -inches and greater and those that are more involved than a standard installation as determined by the Director of Utilities, should be determined based on actual costs plus overhead and a charge for administration. Sewer Service Connection Charge The Sewer Service Connection Charge is associated with the tap and installation of a sewer lateral from an existing subdivision sewer line facility to a property's point of connection. Material and labor for sewer service lateral installations can vary depending upon type of collection facilities in the service area. The Sewer Service Connection Charge for certain connections that due to depth, materials and/or service conditions are considered more involved by the Director of Utilities and should therefore be charged based on actual cost plus overhead. The updated Sewer Service Connection Charge for connection to low-pressure collection facilities is $2,895.00, including allowances for overhead and a charge for administration, as detailed in Schedule 8 (C). Meter Installation Charges The Meter Installation Charges recover representative costs of installing a water meter and appurtenances at a property's point of connection. The average installation costs for 5/8 -inch, 1.0 - inch and 1.5 -inch installations are readily identifiable and equitably recovered; whereas, installation activities for services 2.0 inches and greater can vary materially and are best recovered based on actual cost plus overhead. The updated Meter Installation Charges to recover appropriate costs of labor, equipment, AMR meter and appurtenances involving a 5/8 -inch, 1.0 -inch or 1.5 -inch services are $345.00, $444.00, and $649.00, respectively, including allowances for overhead and a charge for administration, as detailed in Schedule 8 (D). Meter Test Fee At the customer's request, the IRCDUS will test a water meter to determine if the meter is operating within established standards. The Meter Test Fee recovers the associated labor, equipment and overhead involved with providing this service. The updated fee for all meter sizes tested at the customer's property is $117.00, including a charge for administration, as detailed in Schedule 8 (E). The fee for meters required to be removed from the property in order to be tested should be determined based on actual costs plus overhead and a charge for administration. Meter Removal Charges The Meter Removal Charges .recover representative costs of removing a water meter and its appurtenances from the customer's property. The average removal costs for all meter sizes are readily identifiable and equitably recovered. The updated Meter Removal Charges to recover Comprehensive Water, Wastewater and Reclaimed Water Rate Study 123 Miscellaneous Service Charges appropriate costs of labor and equipment involving a 5/8 -inch, 1.0 -inch or 1.5 -inch or larger are $104.00, $104.00, and $118.00, respectively, including allowances for overhead and a charge for administration, as detailed in Schedule 8 (F). Engineering Service Fee Engineering Services Fees recover the labor and overhead associated with the IRCDUS' Engineering Department reviewing the plans and specifications associated with construction of water and/or wastewater facilities by an entity other than the County. The existing fee is based on the number of dwelling units associated with the plans provided for review services. Discussion with IRCDUS Engineering staff and experience with other similar plan review services activities suggests that the Engineering Services Fee should be based. on a cost per plan page submitted and or required for review. This fee is determined pursuant to average amount of time required for an IRCDUS Engineering staff member to review, request additional information and formulate a conclusion regarding the plans and specifications plus an allowance for overhead and administrative fee. The updated Engineering Service Fee is $62.00 per plan page, including an allowance for overhead and charge for administration, as detailed in Schedule 8 (G). Inspection Fee The Inspection Fee recovers costs associated with a qualified IRCDUS staff member visiting a site where a physical connection occurs to the water, wastewater and/or reclaimed water facilities to ensure the interconnection complies with Utility's standards/requirements. This fee is determined pursuant to average amount of time for labor and vehicle required for the IRCDUS Engineering staff to travel to the location and inspect the connection. The Inspection Fee for each event is $128.00 for each inspection event, including an allowance for overhead and charge for administration, as detailed in Schedule 8 (H). Turn Off/Turn-On Charges Turn -Off and Turn -On of water service can be either voluntary/requested by the customer or involuntary for failure to pay or other prohibited activity. The primary difference is when payment for the service is received by the IRCDUS. On a voluntary/requested basis the charge is due in advance and covers both turning off and turning on water service. Whereas, for involuntary turn- offs payment is added to any delinquent charges, which are required to be paid in full prior to having water service turned on. For instances where only a single event takes place such as just a reconnect or disconnect only, the criteria above will apply with the exception that the customer will pay for just the single activity. This miscellaneous charge replaces the single event existing Water Service Reconnection charge that addresses only the reconnection activity even though the service may require both a turn-off and turn -on. The proposed charge for combined Turn -Off and Turn -On services includes the cost of personnel and equipment that is necessary to both turn off service from the meter and turn meter service on at a later date. The combined Turn -Off and Turn -On Charge during normal business hours is $182.00, including an allowance for overhead and charge for administration, as detailed in Schedule 8 (I). The proposed charge for an individual Turn -On or Turn -Off event is $103.00 during normal business hours, including an allowance for overhead and charge for administration, also as detailed in Comprehensive Water, Wastewater and Reclaimed Water Rate Study 121 Miscellaneous Service Charges Schedule 8 (I). A surcharge of 25 percent should be applied to the charges for requests after normal business hours. General Service Call Fee The General Service Call Fee recovers the average labor, equipment and overhead costs associated with responding to a request by the customer to correct an issue that was not caused by IRCDUS. Examples may include investigation of low pressure or a leak that is in the customer's line from the meter to the house. The updated General Service Call Fee to recover the appropriate costs mentioned above is $122.00, which includes a charge for administration, as detailed in Schedule 8 (J). A surcharge of 25 percent should be applied to this fee for requests after normal business hours. Meter Rereads and Leaks Inspection Fee The Meter Rereads and Leaks Inspection Fee is charged for either special inspection of leaks or meters that are re -read at the customer's request. If the re -read is a result of an error of the initial meter reading, the charge will not be assessed to the customer. The updated fee is $122.00 and recovers the appropriate costs of labor and equipment, as well as includes an allowance for overhead and a charge for administration, as detailed in Schedule 8 (K). Line Extension Charges Currently both water and wastewater line extension charges are based on fixed amounts per linear foot measured in front of the property served. Discussion with IRCDUS staff confirmed that extending water and wastewater lines, are as a rule not similar amounts for types of labor, material and equipment. Addressing these services on an equitable basis requires that the existing linear foot fixed amounts be eliminated and replaced with a provision requiring charges based on actual cost plus overhead at 14.0% percent and an administrative fee at $25.00 per event. Eliminated Miscellaneous Service Charges Conversations with IRCDUS staff indicated that certain established Miscellaneous Service Charges are not applicable, have not been applied and therefore should be eliminated. These Miscellaneous Service Charges consist of: 1. Meter Replacement 2. Water Service Reconnection SUMMARY OF MISCELLANEOUS SERVICE CHARGES A comparison of existing and proposed Miscellaneous Service Charges are provided in Table 15. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 129 Miscellaneous Service Charges Table 15 - Existing and Proposed Miscellaneous Service Charges New or Revised Account Fee Existin Proposed During Working Hours N/A $31.00 Water Service Connection 5/8" Meter $400.00 $2,785.00 1.0" Meter $460.00 $2,785.00 1.5" Meter $810.00 $2,785.00 2.0" Meter or Larger Cost Plus Overhead Cost Plus Overhead' Sewer Service Connection Single Family4 $500.00 $2,895.00 Other Than Single Family Cost Plus_ Overhead Cost Plus Overhead' Meter Installation 5/8" Meter $130.00 $329.00 1.0" Meter $250.00 $426.00 1.5" Meter $500.00 $644.00 2.0" and Greater Meter Cost Plus Overhead Cost Plus Overhead' Fire Hydrant Meter Cost Plus Overhead Cost Plus Overhead' Engineering Services Site Plan Review: Less than 40 Units Cost Plus Overhead $50.00 min $62.00 Per Plan Page Site Plan Review: 40 and More Units Cost Plus Overhead $150.00 min $62.00 Per Plan Page Inspection Fee per Connection Water During Working Hours $25.00 $128.00 Water After Working Hoursz $50.00 $128.00 Plus 25 % Sewer During Working Hours $25.00 $128.00 Sewer After Working Hoursz $50.00 $128.00 plus 25 % Turn-Off/Turn-OW Turn -Off and Turn -On Combined N/A $182.00 Individual Turn -Off or Turn -On N/A $103.00 General Service Call During Working Hours Cost Plus Overhead $122.00 After Working Hoursz Cost Plus Overhead $_122.00 plus 25 % Meter Rereads and Leaks Inspection During Working Hours $20.00 $122.00 Line Extension Charges Water: $11.20 -Sewer: $15.77 per ft Cost Plus Overhead' Meter Replacement 5/8" Meter $100.00 Eliminated 1.0" Meter $125.00 Eliminated 1.5" Meter $300.00 Eliminated 2.0" Meter or Larger Cost Plus Overhead Eliminated Meter Removal 5/8" Meter $30.00 $104.00 1.0" Meter $30.00 $104.00 1.5" Meter or Larger $40.00 $118.00 Water Service Reconnection During Working Hours $25.00 Eliminated After Working Hours $35.00 Eliminated Meter Test 5/8" Meter $25.00 $117.00 1.0" Meter $25.00 $117.00 1.5" Meter or Larger Cost Plus Overhead $117.00 1. Includes an administrative charge of $25.00 2. As limited by County policy. 3. A surcharge of 25% will be applied to the charges for services provided after working hours. 4. Charge shown is for connection made to a low-pressure sewer system. Charges for connection to gravity sewer systems will be based on actual cost plus overhead and administrative charge. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2Rg RESERVE ACCOUNTS GENERAL The IRCDUS has a policy of allowing property owners to advance purchase water and wastewater capacity ERUs through the payment in full of the then current water and/or wastewater impact fee. This policy also requires monthly payments of the then current Service Availability Charge to cover 0&M and other costs of maintaining the reserve capacity/facilities. Property owners voluntarily subscribe to advance capacity purchases to ensure that water and wastewater capacity will be available when development occurs at a future date. Utilities as a rule generally expand and extend water and wastewater capacity facilities prior to growth being realized. Fiscal support for such capacity expansions is generally the obligation of the IRCDUS based on the feasibility that near-term growth is eminent, thereby, absorbing the expansion costs, and commitments from property owners through advance capacity purchases with reserve revenues. Although helpful, revenues generated from reserve payments cannot be fully considered when setting rates or determining the creditworthiness of the Utility. With this understanding, the purpose of discussions in this section are directed at resolving several of the more salient issues associated with these accounts provided that such resolutions: 1) do not adversely impact the IRCDUS financially; and/or 2) are legally permissible, and not in conflict with any accountholder agreement. EXISTING RESERVE ACCOUNTS Discussions and information provided by IRCDUS staff, indicate that reserve capacity purchase accounts can be broadly classified as either current or delinquent. Current meaning that all required monthly service availability fees have been paid and delinquent meaning that such payments have not been fully made and are accruing penalties. As of June 30, 2018, there were approximately 8,147 current and delinquent combined water and wastewater reserve accounts. It should be noted that many variations of circumstances exist within each classification, such as accounts associated with properties that have changed owners with delinquencies attributable to a previous owner, accounts with stranded capacity, due to the purchased capacity not being fully utilized and many other variations. Current Accoun is The water and wastewater ERUs of current accounts along with the amount of impact fees paid and annual amount of reserve revenues are shown in Table 16. IRCDUS staff indicated that there may be current accounts that desire full reimbursement of the impact fees or reimbursement of portions of the impact fee representing stranded capacity that cannot be used on the account's property. Unless a provision exists in the advance capacity purchase agreement for reimbursement of all or a portion of the impact fees, the IRCDUS is currently limited to allowing such accounts to suspend reserve payment and forfeit all rights to the capacity. Table 16 — Accounts with Current Reserve Payments Water Wastewater Total ERUs 1,705 1,752 Impact Fees Paid $2,216,900 $4,898,500 $7,115,400 Annual Reserve Revenue $163,800 $311,200 $475,000 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 291 Reserve Accounts Delinquent Accounts Information provided by IRCDUS staff identified a small percent of accounts that are materially delinquent and incurring ongoing penalties, as reflected in Table 17. IRCDUS staff also indicated that account receivables for some accounts are more than a presumed value of the associated property and it is also believed that recovery of the majority of such receivables is not feasible. Table 17 — Accounts with Delinquent Reserve Pavments Acct No. Water Wastewater Total 042978 60 51 036232 19 40 016444 15 15 092664 0 4 092636 0 51 092638 0 5 092634 0 10 071078 272 272 075062 206 206 071148 182 182 074144 103 102 073644 62 61 071876 54 53 ERUs 973 1052 Impact Fees Paid $1,264,900 $2,941,400 $4,206,300 Delinquent with Penalties $4,674,008 The primary objective is to resolve the issues associated with the existing delinquent accounts and provide procedures to prevent reoccurrence. Failure by account holder to keep current constitutes the abandonment of the affiliated ERUs, and therefore, no further obligation of the IRCDUS to provide capacity. Based on a review of the information available the following provisions developed by IRCDUS staff will reasonably address the issues associated with ERU Reserve Accounts. 1. Modify County Code to: a. allow for the refund of impact fees paid if such request is made within twenty-four months of the purchase of the ERU(s); b. allow for the relinquishment of ERU's purchased during one of the voluntary assessment programs provided that the property remains undeveloped and or service is not available within five hundred feet of the parcel. Such relinquishment shall not include a refund of any impact fees paid. Accounts shall be brought current before allowing any such relinquishment; c. allow for the relinquishment of ERU's purchased at any time if the buildout of the property under the current Comprehensive Plan does not allow for utilization of all ERU's affiliated with the property. Unless the ERU's were purchased within the past twenty-four months, relinquishment shall not include a refund of impact fees. Accounts shall be brought current before allowing any such relinquishment; Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2Rg Reserve Accounts d. accommodate the County reclaiming any ERU's wherein twenty-four months of service availability fees are past due; 2. Allow a one-time write off of Accounts Receivable balances on any accounts wherein the service availability fees and late fees have continued to accrue beyond the twenty -four-month mark. 3. Allow staff to remove the existing lien on any properties wherein the Accounts Receivable will be written off and place a new lien on the property for the amount of the past due fees up until the twenty-fourth service availability fee accrued. This lien will include all fees and penalties accrued up to that date as well. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 214 SEPTIC TO SEWER GENERAL To address environmental concerns in the Indian River Lagoon the Board of County Commissioners is promoting a Septic to Sewer program to assist with the construction of localized wastewater collection facilities in areas of the County that otherwise are or would be dependent on septic tanks a means for wastewater treatment and disposal. Working with two engineering firms the IRCDUS has identified and ranked properties, in a Septic To Sewer Evaluation Report (partial ranking shown in Schedule 3), for consideration in S2S programs. Localized wastewater collection facilities provide a benefit to adjacent properties and are generally the responsibility of such properties to fund the improvements. Moving forward the County desires a uniform policy that provides specific guidelines to establish and clarify participation of the County and property owners with respect to funding the S2S projects. Governmental utility facilities follow the general principal that: 1) treatment and major transmission facilities are constructed by the utility and funded through a combination of resource consisting of debt, impact fees and grants; and 2) localized facilities, such as wastewater collection facilities, are required to be contributed to the utility by the land developer, extended and funded by a property owner or installed through a benefit assessment program. In theory, capacity for treatment and major transmission facilities are equally shared by all connections regardless of their location, paid through impact fees and user rates; whereas, costs for localized facilities are generally unique to each location and therefore, due to such cost differences are the responsibility of the benefiting properties. Another utility principal is that customer growth results in economies of scale. This principal provides an opportunity for IRCDUS to create financial incentives to connect to the centralized wastewater system without any undue burden on IRCDUS existing customer base. The key to providing an incentive from the IRCDUS, is that such financial incentives are balanced by environmental cost reductions and economies of scale. Currently, it is not feasible to determine the specific level of environmental cost reductions and/or economies of scale associated with each S2S area, other than general utility engineering and financial principles support these economic concepts. Costs associated with S2S projects include: 1) construction of the localized wastewater collection facilities that benefit all properties; 2) on-site connection to the localized wastewater collection facilities and septic tank abandonment for those properties with existing septic tanks; and 3) wastewater impact fees paid prior to connection, currently $2,796 per ERU. UNIFORM SEPTIC TO SEWER POLICY The Uniform S2S policy recognizes that each project will be unique with its own set of constraints including costs, socioeconomics, number of existing septic tanks, contribution to pollution, etc.; however, the policy provides for a uniform basis to address the financial responsibilities of each assessment project. ' 1. Project Funding a. Property owners are responsible for a minimum of one third of project costs. b. The County will seek the balance of the funding from other sources. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2yd Septic to Sewer 2. Assessments Program a. Maximum interest rates for each benefit assessment program will be limited to the greater of. (i) two percent; or (ii) one half the current Board of County Commission approved rate. b. Amortization of .a property's total assessment shall be through equal annual installments, plus assessment expenses, over a period not exceeding 20 years. 3. IRCDUS Connection Incentives a. Option 1 provides a credit of 100 percent of the then applicable wastewater impact fee when a single family property owner with an existing septic tank commits to connect prior to wastewater service being available at the property's location. b. Option 2 provides a credit of 50 percent of the then applicable wastewater impact fee when a single family property owner with an existing septic tank commits to connect within one year of wastewater service being available at the property's location. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2ff FINDINGS, CONCLUSIONS AND RECOMMENDATIONS FINDINGS This Study undertook a comprehensive review of critical customer and financial data to understand how and if the existing rate structure and rates are just and equitable and generates sufficient revenues to fully fund operations including R&R and OCO, remain in compliance with bond covenants and address future capital improvements. The review of customer billing data determined that the existing water and wastewater rate structure remains a just and equitable cost recovery mechanism; however, the review also determined that certain rate components within the rate structure should be modified to better reflect customer conservation and usage characteristics. Forecasts of operating revenues, fiscal requirements, R&R and capital improvements indicated existing rates are adequate to address 0&M expenses, debt service and coverage, but fall short of fully funding desired levels of R&R and OCO. Additional reviews were conducted on the IRCDUS' schedule of Miscellaneous Service Charges and reserve funds. Based on an understanding of current and future miscellaneous service requirements, the review identified a need to update costs associated with labor, material and equipment together with the addition/deletion of certain miscellaneous services. Projections of the Operating Reserve Fund, R&R Fund, Water Impact Fee Fund and Wastewater Impact Fee Fund found each could adequately fund projected improvement projects and maintain sufficient reserves for emergencies and creditworthiness. It further identified that transfers and management among these reserve fund could address additional R&R needs and assist in avoidance of rate increases. CONCLUSIONS Based on Study findings it was concluded that the existing rate structure and rates have been and are providing sufficient revenues on a just and equitable basis. However, several minor water and wastewater user rate structure modifications and rate adjustments were identified to: 1) improve and administratively simplify the structure on a revenue neutral basis; and 2) adjust for current customer conservation characteristics. The Study additionally concluded that several specific limited application user rates along with the Miscellaneous Service Charges need to be adjusted to adequately recover the costs of such services. It is concluded that levels of R&R funding to maintain the facilities in excellent serviceable condition for the health, safety.and welfare of the community will vary year to year such that IRCDUS should: 1) fund all R&R projects through the R&R Reserve Fund; 2) transfer a minimum amount of operating revenues to the R&R Reserve Fund based on a percentage of prior years' revenue and not on a basis of amounts determined from annual budgeted R&R projects; 3) if required supplement the R&R transfers from the unrestricted Operating Reserve Fund; and 4) set and maintain a minimum amount for the R&R Reserve Fund. It is also concluded that consideration be afforded to more frequent rate studies due to there being approximately 18 years since the last rate study in 1999. It is common practice for utilities to undertake periodic (3 to 5 years) comprehensive rate studies along with annual revenue sufficiency reviews between such studies. Such practice allows the IRCDUS to address organizational, financial, rate and policy issues in advance of anticipated impacts due to operations, fiscal requirements, Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2A Findings, Conclusions and Recommendations capital needs, customer characteristics and environmental items that may impact the continued success of the Utility. Another practice that utilities use to address unanticipated changes to the customer base, operating expenses, environmental requirements or other items that impact fiscal requirements is providing an indexing mechanism to adjust user rates without having to commission a rate study. The indexing mechanism can be used when the utility is confident that customer demand and usage characteristics have not materially changed to where the existing rate structure would no longer provide for just and equitable cost recovery. There are several different indexing methods available, however, it is generally preferable to use one that is simple and familiar to the County, such as the Consumer Price Index (CPI) limited to a maximum of 3.0 percent. RECOMMENDATIONS Based on the information, analysis and discussions included in the report, it is recommended that: 1. The County proceed to establish the following rate structure modifications and rate adjustments with an effective date of on or after March 1, 2019. a. Recover existing billing charge costs through the Service Availability Charge except for Bulk and Reclaimed Water customers. b. Adjust Service Availability Charges to recover respective billing costs. L Water • Single Family Water to $8.75 per ERU • Manufactured Home to $7.44 per ERU • Multi -Family to $7.44 per ERU • Commercial:to $8.75 per ERU ii. Wastewater • Single Family Water to $15.60 per ERU • Manufactured Home to $13.26 per ERU • Multi -Family to $13.26 per ERU • Commercial to $15.60 per ERU c. Reduce the number of water inclining volume blocks and corresponding volume allowances: L Block 1 from 0 to 3,000 to 0 to 5,000 gallons per ERU per month; ii. Block 2 from 3,001 to 7,000 to 5,001 to 10,000 gallons per ERU per month; iii. Block 3 from 7,001 to 13,000 to above 10,000 gallons per ERU per month; and iv. Block 4 from above 13,000 to eliminate Block 4. d. Water inclining volume block rate per 1,000 gallons adjustments: L Block 1 remains the same at $2.20: ii. Block 2 from $2.42 to $2.97; iii: Block 3 from $3.85 to $7.04; and iv. Block 4 from $7.70 to Eliminated. e. Bill all water and wastewater volume in hundreds of gallons. f. Establish wastewater volume Block 2 to 12,000 gallons for all classifications. 1. Establish 1&1100 percent surcharge for Wastewater Volume Blocks 1 and 2. g. Adjust monthly Fire Protection Fee to $15.16 per account. h. Maintain the Septage and Sludge Rate at $15.00 per wet ton. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2Y J Findings, Conclusions and Recommendations i. Establish a Large User Non -Pressurized Interruptible Service. Disposal Reclaimed Water Rate of $0.21 per 1,000 gallons available only through agreement; where a Large User is required to accept a minimum number of gallons per day on an average annual basis as specified in their Reclaimed User Agreement. j. Adjust the Miscellaneous Service Charges as proposed herein. Establish R&R policies of: a) annual transfers of 12 percent of prior year's water gross revenue and .10 percent of prior year's wastewater gross revenue to the R&R Reserve Fund; b) fund balance of R&R requirements, if needed from unrestricted Revenue Reserve Fund; c) funding all R&R from the R&R Reserve Fund; and d) maintain minimum R&R Reserve Fund balance of $2,500,000. 3. Utilize Impact Fee Reserves, when available, pay minimum of 25 percent water expansion related debt service and 75 percent of wastewater expansion related debt service. 4. Address delinquent Reserve Accounts and establish policy moving forward. 5. Consider the Uniform Septic to Sewer Policy as proposed herein. 6. Provide appropriate notice to customers regarding the rate structure modifications and rate adjustments. 7. Conduct a rate study and policy reviews periodically (minimum of 3 -year to 5 -year intervals) to ensure that the existing rates and cost recovery program equitably provide sufficient revenues to address the fiscal and creditworthiness requirements of the Utility. 8. Adopt a provision for indexing the user rates by lessor of: a. the annual difference not less than zero between the CPI for All Urban Consumers for twelve months prior to April of the current year; or b. 3.0 percent. The expenses, costs, and criteria associated with rate making are representative of averages that are developed primarily. from historic data along with projections based on opinions and assumptions. Significant amounts of historical review and analysis, together with the development of assumptions based on prudent engineering, financial and ratemaking relationships were utilized in the development of the customers, operating activity, costs and proposed rate and changes. Some of the assumptions will inevitably change or not materialize, and unanticipated events may occur which could significantly change the results presented herein. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 29# Schedules Schedule 1= Water Customer Growth and Billable Consumption Projections Escalation Factor 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 Average Monthly Accounts Single Family 1 40,181 40,985 41,805 42,641 43,494 44,364 Irrigation 2 95 95 95 95 95 95 MH Individual Metered 3 2,878 2,936 2,995 3,055 3,116 3,178 MH Master Metered 4 6 6 6 6 6 6 MF Individual Metered 5 839 856 873 890 908 926 MF Master Metered 6 550 561 572 583 595 607 Commercial 7 1,981 2,021 2,061 2,102 2,144 2,187 Government 7 101 103 105 107 109 111 Hydrant 8 12 12 12 12 12 12 Total Avg. Monthly Accounts 46,643 47,575 48,524 49,491 50,479 51,486 Average Monthly ERUs Single Family 1 40,425 41,234 42,059 42,900 43,758 44,633 Irrigation 2 227 227 227 227 227 227 MH Individual Metered 3 2,447 2,496 2,546 2,597 2,649 2,702 MH Master Metered 4 254 259 264 269 274 279 MF Individual Metered 5 714 728 743 758 773 788 MF Master Metered 6 7,307 7,453 7,602 7,754 7,909 8,067 Commercial 7. 7,251 7,396 7,544 7,695 7,849 8,006 Government 7 827 844 861 878 896 914 Hydrant 8 12 12 12 12 12 12 Total Avg. Monthly ERUs 59,464 60,649 61,858 63,090 64,347 65,628 Annual Volume (x 1,000) gal/mo/ERU Single Family Block 1 0 - 5000 3.15 1,129,192 1,560,178 1,591,394 1,623,215 1,655,679 1,688,787 Block 2 5001-10000 0.68 597,817 335,767 342,485 349,333 356,320 363,445 Block 3 Above 0.41 190,840 201,438 205,468 209,577 213,768 218,043 Block 4 Above 0.00 138,385 0 0 0 0 0 Total Single Family 4.24 2,056,233 2,097,383 2,139,347 2,182,125 2,225,768 2,270,275 Irrigation Block 1 0 - 5000 3.12 5,695 8,492 8,492 8,492 B,492 8,492 Block 2 5001-10000 1.63 4,791 4,451 4,451 4,451 4,451 4,451 Block 3 Above 8.83 4,422 24,059 24,059 24,059 24,059 24,059 Block 4 Above 0.00 22,094 0 0 0 0 0 Total Irrigation 13.58 37,002 37,002 37,002 37,002 37,002 37,002 MH Individual Metered Block 1 0 - 5000 2.23 54,677 66,912 68,253 69,620 71,014 72,435 Block 2 5001 - 10000 0.21 14,693 6,151 6,274 6,400 6,528 6,659 Block 3 Above 0.14 3,319 4,197 4,281 4,367 4,454 4,544 Block 4 Above 0.00 3,055 0 0 0 0 0 Total MH Individual Metered 2.58 75,744 77,261 78,808 80,387 81,996 83,637 MH Master Metered Block 1 0 - 5000 2.72 7,252 8,448 8,612 8,775 8,938 9,101 Block 2 5001-10000 0.01 1,074 41 42 43 44 45 Block 3 Above 0.00 0 0 0 0 0 0 Block 4 Above 0.00 0 0 0 0 0 0 Total MH Master Metered 2.73 8,326 8,490 8,654 8,818 8,981 9,145 MF Individual Metered Block 1 0 - 5000 2.81 19,013 24,565 25,071 25,577 26,084 26,590 Block 2 5001-10000 0.39 7,221 3,432 3,502 3,573 3,644 3,715 Block 3 Above 0.43 1,728 3,741 3,818 3,895 3,972 4,049 Block 4 Above - 3,166 0 0 0 0 0 Total MF Individual Metered 3.63 31,127 31,738 32,392 33,046 33,699 34,353 MF Master Metered Block 1 0 - 5000 2.76 204,613 246;577 251,507 256,536 261,664 266,891 Block 2 5001 - 10000 0.20 48,896 18,191 18,555 18,926 19,304 19,689 Block 3 Above 0.05 8,002 4,685 4,779 4,874 4,972 5,071 Block 4 Above 0.00 2,664 0 0 0 0 0 Total MF Master Metered 3.01 264,175 269,453 274,840 280,336 285,939 291,652 209 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 55 Commercial Block 1 0 - 5000 Block 2 5001-10000 Block 3 Above Block 4 Above Total Commercial Government Block 1 0-5000 Block 2 5001-10000 Block 3 Above Block 4 Above Total Government Hydrants Block 1 0-5000 Block 2 5001-10000 Block 3 Above Block 4 Above Total Hydrants Total Annual Volume Incremental Water ERUs Schedules Escalation Factor 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 2.95 186,625 262,122 267,367 272,718 278,176 283,741 1.00 115,803 89,189 90,974 92,795 94,652 96,545 1.14 65,548 100,877 102,896 104,956 107,056 109,198 0.00 75,348 0 0 0 0 0 5.09 443,323 452,188 461,237 470,469 479,884 489,483 2.62 17,751 26,555 27,090 27,625 28,191 28,758 1.40 14,950 14,181 14,467 14,753 15,055 15,358 1.07 10,298 10,860 11,078 11,297 11,529 11,760 0.00 7,557 .0 0 0 0 0 5.09 50,557 51,596 52,636 53,675 54,775 55,876 2.28 1,371 329 329. 329 329 329 1.23 110 177 177 177 177 177 6.77 0 975 975 975 975 975 0.00 0 0 0 0 0 0 10.28 1,481 1,481 1,481 1,481 1,481 1,481 GR MF Individual Metered 2,967,968 3,026,592 3,086,396 3,147,337 3,209,527 3,272,904 GR MF Master Metered 1,161 1,185 1,209 1,232 1,257 1,281 Fire Protection Accounts Escalation Factors FP Single Family 9 FP Multi -Family 10 FP Commercial 11 Total Fire Protection Accounts Guarantee Revenue Accounts GR Single Family GR MH Individual Metered GR MH Master Metered GR MF Individual Metered GR MF Master Metered GR Commercial Total Guarantee Revenue ERUs 0 0 0 0 0 0 0 0 0 0 0 0 164 164 164 164 164 164 164 164 164 164 164 164 12 321 305 275 236 192 149 12 903 858 774 664 541 419 13 1 1 1 1 1 1 14 0 0 0 0 0 0 15 62 59 53 45 37 29 16 581 552 498 427 348 269 17 158 150 135 116 94 73 Commercial 1,705 1,620 1,461 1,253 1,021 791 Description Factor Escalation Factors 2018/19 2019/20 2020/21 2021/22 2022/23 Single Family 1 1.0200 1.0200 1.0200 1.0200 1.0200 Irrigation 2 1.0000 1.0000 1.0000 1.0000 1.0000 MH Individual Metered 3 1.0200 1.0200 1.0200 1.0200 1.0200 MH Master Metered 4 1.0200 1.0200 1.0200 1.0200 1.0200 MF Individual Metered 5 1.0200 1.0200 1.0200 1.0200 1.0200 MF Master Metered 6 1.0200 1.0200 1.0200 1.0200 1.0200 Commercial 7 1.0200 1.0200 1.0200 1.0200 1.0200 Hydrant 8 1.0000 1.0000 1.0000 1.0000 1.0000 FP Single Family 9 1.0000 1.0000 1.0000 1.0000 1.0000 FP Multi -Family 10 1.0000 1.0000 1.0000 1.0000 1.0000 FP Commercial 11 1.0000 1.0000 1.0000 1.0000 1.0000 GR Single Family 12 0.9500 0.9025 0.8574 0.8145 0.7738 GR MH Individual Metered 13 0.9500 0.9025 0.8574 0.8145 0.7738 GR MH Master Metered 14 0.9500 0.9025 0.8574 0.8145 0.7738 GR MF Individual Metered 15 0.9500 0.9025 0.8574 0.8145 0.7738 GR MF Master Metered 16 0.9500 0.9025 0.8574 0.8145 0.7738 GR Commercial 17 0.9500 0.9025 0.8574 0.8145 0.7738 210 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 56 Schedules Schedule 2 - Wastewater Customer Growth and Billable Consumption Projections Escalation Factor 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 Average Monthly Accounts Single Family MH Individual Metered MH Master Metered MF Individual Metered MF Master Metered Commercial Government Sewer Only Bulk Total Avg. Monthly Accounts Average Monthly ERUs Single Family MH Individual Metered MH Master Metered MF Individual Metered MF Master Metered Commercial Government Sewer Only - Single Family Sewer Only - MH Individual Metered Sewer Only - MH Master Metered Sewer Only - MF Master Metered Sewer Only - Commercial Sewer Only - Government Bulk Total Avg. Monthly ERUs 1 21,253 21,891 22,548 23,224 23,921 24,639 2 2,910 2,997 3,087 3,180 3,275 3,373 3 3 3 3 3 3 3 4 860 886 913 940 968 997 5 534 550 567 584 602 620 6 1,483 1,527 1,573 1,620 1,669 1,719 7 81 81 81 81 81 81 8 329 329 329 329 329 329 9 1 1 1 1 1 1 27,454 28,265 29,102 29,962 30,849 31,762 1 21,501 22,146 22,810 23,494 24,199 24,925 2 2,474 2,548 2,624 2,703 2,784 2,868 3 63 65 67 69 71 73 4 731 753 776 799 823 848 5 7,389 7,611 7,839 8,074 8,316 8,565 6 7,239 7,456 7,680 7,910 8,147 8,391 7 891 891 891 891 891 891 8 309 309 309 309 309 309 8 37 37 37 37 37 37 8 23 23 23 23 23 23 8 22 22 22 22 22. 22 8 716 716 716 716 716 716 8 23 23 23 23 23 23 9 526 526 526 526 526 526 41,944 43,126 44,343 45,596 46,887 48,217 Annual Volume (x 1,000) gal/mo/ERU Block 1 Single Family MH Individual Metered MH Master Metered MF Individual Metered MF Master Metered Commercial Government Sewer Only - Single Family Sewer Only - MH Individual Metered Sewer Only - MH Master Metered Sewer Only - MF Master Metered Sewer Only -Commercial Sewer Only - Government Bulk Total Block 1 Block 2 Single Family MH Individual Metered MH Master. Metered MF Individual Metered MF Master Metered Commercial Government Sewer Only - Single Family Sewer Only MH Individual Metered Sewer Only - MH Master Metered Sewer Only - MF Master Metered Sewer Only - Commercial Sewer Only - Government Bulk Total Block 2 Total Annual Volume 3.50 903,338 930,436 958,334 987,071 1,016,691 1,047,193 2.46 72,921 75,103 77,343 79,671 82,059 84,535 2.91 2,201 2,271 2,341 2,410 2,480 2,550 3.22 28,351 29,058 29,945 30,833 31,759 32,724 2.95 .262,365 269,761 277,842 286,171 294,749 303,574 4.24 374,588 379,697 391,104 402,817 414,886 427,312 3.54 38,298 37,833 37,833 37,833 37,833 37,833 5.00 12,972 18,540 18,540 18,540 18,540 18,540 5.00 1,587 2,220 2,220 2,220 2,220 2,220 5.00 972 1,380 1,380 1,380 1,380 1,380 5.00 702 1,320 1,320 1,320 1,320 1,320 5.00 4,990 42,960 42,960 42,960 42,960 42,960 5.00 849 1,380 1,380 1,380 1,380 1,380 3.86 24,368 24,368 24,368 24,368 24,368 24,368 56.68 1,728,502 1,816,327 1,866,910 1,918,974 1,972,625 2,027,889 0.31 81,149 83,583 86,089 88,671 91,331 94,071 0.11 3,342 3,442 3,545 3,651 3,761 3,874 0.00 0 0 0 0 0 0 0.38 3,196 3,439 3,544 3,649 3,759 3,873 0.03 2,359 2,916 3,004 3,094 3,187 3,282 0.90 72,096 80,378 82,793 85,272 87,827 90,457 0.27 2,424 2,889 2,889 2,889 2,889 2,889 0.00 24 0 0 0 0 0 0.00 0 0 0 0 0 0 0.00 0 0 0 0 0 0 0.00 0 0 0 0 0 0 0.00 .4,967 0 0 0 0 0 0.00 150 0 0 0 0 0 0.00 0 0 0 0 0 0 2.01 169,707 176,647 181,864 187,226 192,754 198,446 1,898,209 1,992,974 2,048,774 2,106,200 2,165,379 2,226,335 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 57 Schedules Escalation Factors Description Escalation 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 Single Family Factor 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 Guarantee Revenue 2 1.0300 1.0300 1.0300 1.0300 1.0300 1.0300 Accounts 10 302 287 259 222 181 140 GR Single Family 11 616 585 528 453 369 286 GR MH Individual Metered 12 0 0 0 0 0 0 GR MH Master Metered 13 0 0 0 0 0 0 GR MF Individual Metered 14 62 59 53 45 37 29 GR MF Master Metered 15 505 480 433 371 302 234 GR Commercial 16 569 541 488 418 340 263 Total 10 1,752 1,665 1,502 1,287 1,048 812 Escalation Factors Description Factor 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 Single Family 1 1.0300 1.0300 1.0300 1.0300 1.0300 1.0300 MH Individual Metered 2 1.0300 1.0300 1.0300 1.0300 1.0300 1.0300 MH Master Metered 3 1.0300 1.0300 1.0300 1.0300 1.0300 1.0300 MF Individual Metered 4 1.0300 1.0300 1.0300 1.0300 1.0300 1.0300 MF Master Metered 5 1.0300 1.0300 1.0300 1.0300 1.0300 1.0300 Commercial 6 1.0300 1.0300 1.0300 1.0300, 1.0300 1.0300 Government 7 1.0000 1.0000 1.0000 1.0000 1.0000 1.0000 Sewer Only 8 1.0000 1.0000 1.0000 1.0000 1.0000 1.0000 Bulk 9 1.0000 1.0000 1.0000 1.0000 1.0000 1.0000 Accounts 10 1.0000 0.9500 0.9025 0.8574 0.8145 0.7738 GR Single Family 11 1.0000 0.9500 0.9025 0.8574 0.8145 0.7738 GR MH Individual Metered 12 1.0000 0.9500 0.9025 0.8574 0.8145 0.7738 GR MH Master Metered 13 1.0000 0.9500 0.9025 0.8574 0.8145 0.7738 GR MF Individual Metered 14 1.0000 0.9500 0.9025 0.8574 0.8145 0.7738 GR MF Master Metered 15 1.0000 0.9500 0.9025 0.8574 0.8145 0.7738 GR Commercial 16 1.0000 0.9500 0.9025 0.8574 0.8145 0.7738 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 58 Schedules Schedule 3 - Septic to Sewer Unit Absorption and Revenue Forecast 1. Annual Absorption (Assumed 2 subdivisions/year) Number 2018/19 2019/20 2020/21 2021/22 2022/23 Part A Subdivision and Unit Absorptions Orchid Island No. 2 139 Hobart Landing Unit 3 2 Hallmark Ocean Subdivision Subdivision Numbers 1 138 & 17 18 & 139 2&1 48 & 131 52 & 320 Water & Wastewater Units 26 7 87 36 148 Wastewater Only Units 14 22 0 11 0 Total Units 40 29 87 47 148 Cumulative Units: 0 0 0 Water & Wastewater Units 26 33 120 156 304 Wastewater Only Units 14 36 36 47 47 Percentage Online 50.0% 50.0% 50.0% 50.0% 50.0% Water & Wastewater Units 13 30 77 138 230 Wastewater Only Units 7 25 36 42 47 Percentage Absorption 20.0% 20.0% 20.0% 20.0% 20.0% Water & Wastewater Units 3 6 15 28 46 Wastewater Only Units 1 5 7 8 9 Total 4 11 23 36 55 Part B Revenue Forecast and Credit Assumptions Annual Base Revenue: Water & Wastewater Units $500 $1,100 $2,900 $5,200 $8,600 Wastewater Only Units 300 900 1,300 1,600 1,800 Total Base Revenue $800 $2,000 $4,200 $6,800 $10,400 Volume Revenue @ 4,000 gal per month per unit. Water & Wastewater Units $400 $800 $2,100 $3,800. $6,300 Wastewater Only Units 200 700 1,000 1,100 1,300 Total Commodity Revenue $600 $1,500 $3,100 $4,900. $7,600 1. Annual Absorption (Assumed 2 subdivisions/year) Number Subdivision Name 138 Hobart Landing Unit 2 17. Orchid Island No. 1 18 Orchid Island No. 2 139 Hobart Landing Unit 3 2 Hallmark Ocean Subdivision 1 Ambersand Beach Sub No 1 & 2 48 Floravon Shores Subdivision 131 , Naranja TR Shellmound Bch IReplat of POR 52 Sebastian Highlands Unit 02 Collier 320 River Shores Estates Units 1-4 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 59 Schedules SOCIAL SECURITY MATCHING Schedule 4 - Water Operating Expense & Cost Projections $207,300 $213,600 $220,100 Escalation $233,700 $240,800 RETIREMENT CONTRIBUTION 3 276,600 284,900 Expenditure Category Reference 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 REGULAR SALARIES 3 $3,305,700 $3,404,900 $3,507,100 $3,612,400 $3,720,800 $3,832,500 PART TIME EMPLOYEES 3 7,900 8,200 8,500 8,800 9,100 9,400 OVERTIME 3 160,000 164,800 169,800 174,900 180,200 185,700 SPECIAL PAY 3 74,400 76,700 79,100 81,500 84,000 86,600 TOTAL SALARIES $1,491,500 $3,548,000 $3,654,600 $3,764,500 $3,877,600 $3,994,100 $4,114,200 SOCIAL SECURITY MATCHING 3 $207,300 $213,600 $220,100 $226,800 $233,700 $240,800 RETIREMENT CONTRIBUTION 3 276,600 284,900 293,500 302,400 311,500 320,900 INSURANCE -LIFE & HEALTH 3 661,100 681,000 701,500 722,600 744,300 766,700 WORKERS COMPENSATION 3 82,400 84,900 87,500 90,200 93,000 95,800 OPEB EXPENSE 3 88,000 90,700 93,500 96,400 99,300 102,300 MEDICARE MATCHING 3 48,500 50,000 51,500 53,100 54,700 56,400 TOTAL BENEFITS $1,363,900 $1,405,100 $1,447,600 $1,491,500 $1,536,500 $1,582,900 LEGAL SERVICES 2 $2,900 $3,000 $3,100 $3,200 $3,300 $3,400 GENERAL &ADMIN EXP 2 469,900 481,700 493,800 506,200 518,900 531,900 OTHER PROF SERVICES 2 656,300 672,800 689,700 707,000 724,700 742,900 EXTERNAL AUDITORS 2 20,800 21,400 22,000 22,600 23,200 23,800 OTHER CONTRACT SERVICES 2 40,000 41,000 42,100 43,200 44,300 45,500 VEHICLE ALLOWANCE 2 6,100 6,300 6,500 6,700 6,900 7,100 ALL TRAVEL 2 20,600 21,200 21,800 22,400 23,000 23,600 TELEPHONE 2 29,100 29,900 30,700 31,500 32,300 33,200 OTHER COMM SERVICES 2 7,400 7,600 7,800 8,000 8,200 8,500 POSTAGE 5 109,300 114,300 119,500 124,900 130,600 136,500 ELECTRIC SERVICES 5 72,700 76,000 79,500 83,100 86,900 90,900 WATER & SEWER SERVICES 5 1,400 1,500 1,600 1,700 1,800 1,900 GARBAGE & SOLID WASTE 5 43,500 45,500 47,600 49,800 52,100 54,500 OTHER UTILITY SERVICES 5 3,500 3,700 3,900 4,100 4,300 4,500 RENT -BUILDINGS -2 50,200 51,500 52,800 54,200 55,600 57,000 RENT -HEAVY EQUIPMENT 2 2,000. 2,100 2,200 2,300 2,400 2,500 FEC PAYMENTS 2 23,500 24,100 24,800 25,500 26,200 26,900 RIGHT OF WAY PAYMENTS 1 18,100 18,100 18,100 18,100 18,100 18,100 AUTOMOTIVE INSURANCE 2 65,100 66,800 68,500 70,300 72,100 74,000 OTHER INSURANCE 2 553,100 567,000 581,200 595,800 610,700 626,000 MAINTENANCE - BUILDINGS 7 3,800 4,000 4,200 4,400 4,600 4,800 MAINTENANCE - AC 7 6,000 6,200 6,400 6,600 6,800 7,100 MAINTENANCE - OFFICE EQUIP 7 3,900 4,100 4,300 4,500 4,700 4,900 MAINTENANCE - AUTO EQUIP 7 28,400 29,300 30,200 31,200 32,200 33,200 MAINTENANCE -HEAVY EQUIP 7 103,500 106,700 110,000 113,300 116,700 120,300 MAINT - OTHER EQUIP 7 41,900 43,200 44,500 45,900 47,300 48,800 OUTSIDE PRINTING 2 48,500 49,800 51,100 52,400 53,800 55,200 RECORDING FEES 1 5,000 5,000 5,000 5,000 5,000 5,000 LEGAL ADS 2 400 500 600 700 800 900 LICENSES AND PERMITS 1 24,200 24,200 24,200 24,200 24,200 24,200 ALL OFFICE SUPPLIES 2 17,800 18,300 18,800 19,300 19,800 20,300 COMPUTER SOFTWARE 2 122,300 125,400 128,600 131,900 135,200 138,600 COMPUTER HW UPGRADE 2 5,400 5,600 5,800 6,000 6,200 6,400 GIS SUPPLIES 2 600 700 800 900 1,000 1,100 FUEL & LUBRICANTS 5 99,700 104,200 108,900 113,800 119,000 124,400 CHEMICALS 5 1,108,000 1,157,800 1,209,900 1,264,300 1,321,100 1,380,500 UNIFORMS & CLOTHING 2 23,800 24,400 25,100 25,800 26,500 27,200 INSTITUTIONAL SUPPLIES 2 6,200 6,400 6,600 6,800 7,000 7,200 EXPENDABLE TOOLS 2 27,500 28,200 29,000 29,800 30,600 31,400 MEDICINE & MED SUPPLIES 2 7,300 7,500 7,700 7,900 8,100 8,400 OTHER OPER SUPPLIES 7 50,800 52,400 54,000 55,700 57,400 59,200 PAVING MATERIAL 2 73,000 74,900 76,800 78,800 80,800 82,900 LANDSCAPE MATERIALS 2 7,000 7,200 7,400 7,600 7,800 8,000 TRAFFIC SIGNS 2 1,000 1,100 1,200 1,300 1,400 1,500 DUES -MEMBERSHIPS 2 2,200 2,300 2,400 2,500 2,600 2,700 TUITION/REGIST FEE 2 30,900 31,700 32,500 33,400 34,300 35,200 CREDIT CARD FEES 5 75,000 78,400 82,000 85,700 89,600 93,700 BAD DEBT-WATER/SEWER 4 10,900 11,200 11,500 11,800 12,100 12,400 Escalation Comprehensive Water, Wastewater and Reclaimed Water Rate Study 60 Schedules Expenditure Category Reference 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 GIS INTER -DEPT CHARGES 2 78,500 80,500 82,600 84,700 86,900 89,100 COMP SERV INTER -DEPT CHGS 2 105,900 108,600 111,400 114,200 117,100 120,100 WATER TREAT ELECTRIC 5 848,000 886,100 926,000 967,600 1,011,100 1,056,600 WATER PLANT MAINTENANCE 7 77,000 79,400 81,800 84,300 86,900 89,600 WELL MAINTENANCE 7 4,000 4,200 4,400 4,600 4,800 5,000 WATER MAIN MAINTENANCE 7 8,000 8,300 8,600 8,900 9,200 9,500 METER MAINTENANCE 7 6,000 6,200 6,400 6,600 6,800 7,100 PUMPING EQUIP MAINT 7 68,700 70,800 73,000 75,200 77,500 79,900 HYDRANTS & VALVES MAINT 7 375,000 386,300 397,900 409,900 422,200 434,900 COMM EQUIP MAINT 7 3,600 3,800 4,000 4,200 4,400 4,600 WATER STORAGE TANK MAINT 7 275,000 283,300 291,800 300,600 309,700 319,000 TOTAL OPERATING 1 $5,980,200 $6,183,700 $6,394,600 $6,612,900. $6,838,800 $7,073,600 MACHINERY AND EQUIP 2 $137,900 $129,400 $132,700 $136,100 $139,600 $143,100 AUTOMOTIVE 2 447,700 420,000 430,500 441,300 452,400 463,800 COMMEQUIP-ALL 2 56,500 53,000 54,400 55,800 57,200 58,700 EDP EQUIPMENT 2 39,000 36,600 37,600 38,600 39,600 40,600 Reserve Fund Adjustment 0 0 0 0 0 0 0 TOTAL CAPITAL OUTLAY $681,100 $639,000 $655,200 $671,800 $688,800 $706,200 INTEREST -DEBT SERVICE 1 $1,986,900 $1,987,700 $1,987,600 $1,986,600 $1,985,200 $1,440,500 OTHER DEBT SERVICE COST 1 4,900 4,900 4,900 4,900 4,900 4,900 TOTAL DEBT SERVICE $1,991,800 $1,992,600 $1,992,500 $1,991,500 $1,990,100 $1,445,400 Renewal & Replacement 9 2,977,400 1,935,400 1,964,700 1,998,600 2,033,600 2,070,400 ADDITIONAL R&R 10 0 1,048,400 1,064,300 1,082,600 1,101,600 1,121,500 TOTAL BUDGET $16,542,400 $16,858,800 $17,283,400 $17,726,500 $18,183,500 $18,114,200 DEVE EXTENSN/LICENS FEE 1 $500 $500 $500 $500 $500 $500 METER INSTALLATION Cal 135,000 150,900 154,100 157,200 160,200 163,400 WATER TAP FEES Cal 25,000 28,000 28,400 29,200 29,600 30,400 PENALTIES 8 470,500 482,300 494,400 506,800 519,500 532,500 RECONNECT FEES Cal 62,500 0 0 0 0 0 SERVICE CHARGE 1 120,000 122,400 124,800 127,300 129,900 132,500 INSPECTION FEES 1 27,500 27,500 27,500 27,500 27,500 27,500 MISCELLANEOUS INCOME 1 15,000 15,000 15,000 15,000 15,000 15,000 COURT RECORDING FEES 1 2,500 2,500 2,500 2,500 2,500 2,500 INTEREST INCOME Input 62,500 62,300 46,300 38,200 40,800 42,900 RADIO TOWER RENTS 1 150,000 150,000 150,000 150,000 150,000 150,000 SCRAP SALES 1 500 500 500 500 500 500 FUND TRANSFER IN 1 42,800 42,800 42,800 42,800 42,800 42,800 Total Revenue Budget $1,114,300 $1,084,700 $1,086,800 $1,097,500 $1,118,800 $1,140,500 Escalation Escalation Category Reference 2017/18 2018/19 2019/20 2020/21 2021/22 2021/23 Constant Factor 1 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% General Inflation 2 2.50% 2.506/6 2.50% 2.50% 2.50% 2.50% Labor 3 3.00% 3.00% 3.00% 3.00% 3.00% 3.00% Customer Growth 4 1.99% 1.99% 1.99% 1.99% 1.99% 1.99% Cust Growth+ Inflation 5 4.49% 4.49% 4.49% 4.49% 4.49% 4.49% Rate Revenue Factor 6 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% Supplies/Repairs & Main 7 3.00% 3.00% 3.00% 3.00% 3.00% 3.00% Penalties Percent of Revenues 8 2.00% 2.50% 2.50% 2.50% 2.50% 2.50% Renewal & Replacement 9 0.00% 12.00% 12.00% 12.00% 12.00% 12.00% Additional R&R 10 0.00% 6.50% 6.50% 6.50% 6.50% 6.50% OCO Reserve Adjustment 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% Comprehensive Water, Wastewater and Reclaimed Water Rate Study 61 Schedules Schedule 5 - Wastewater Operating Expense & Cost Projections Escalation Expenditure Category Reference 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 REGULAR SALARIES 3 $2,801,600 $2,885,700 $2,972,300 $3,061,500 $3,153,400 $3,248,100 PART TIME EMPLOYEES 3 7,900 8,200 8,500 8,800 9,100 9,400 OVERTIME 3 146,700 151,200 155,800 160,500 165,400 170400 SPECIAL PAY 3 71,000 73,200 75,400 77,700 80,100 82,600 TOTAL SALARIES 2 $3,027,200 $3,118,300 $3,212,000 $3,308,500 $3,408,000 $3,510,500 SOCIAL SECURITY MATCHING 3 $176,000 $181,300 $186,800 $192,500 $198,300 $204,300 RETIREMENT CONTRIBUTION 3 244,800 252,200 259,800 267,600 275,700 284,000 INSURANCE -LIFE & HEALTH 3 543,300 559,600 576,400 593,700 611,600 630,000 WORKERS COMPENSATION 3 72,100 74,300 76,600 78,900 81,300 83,800 OPEB EXPENSE 3 70,800 73,000 75,200 77,500 79,900 82,300 MEDICARE MATCHING 3 41,200 42,500 43,800 45;200 46,600 48,000 TOTAL BENEFITS 5 $1,148,200 $1,182,900 $1,218,600 $1,255,400 $1,293,400 $1,332,400 LEGAL SERVICES 2 $2,100 $2,200 $2,300 $2,400 $2,500 $2,600 GENERAL & ADMIN EXP 2 399,100 409,100 419,400 429,900 440,700 451,800 OTHER PROF SERVICES 2 1,341,300 1,374,900 1,409,300 1,444,600 1,480,800 1,517,900 EXTERNAL AUDITORS 2 19,000 19,500 20,000 20,500 21,100 21,700 VEHICLE ALLOWANCE 2 4,300 4,500 4,700 4,900 5,100 5,300 ALL TRAVEL 2 13,300 13,700 14,100 14,500 14,900 15,300 TELEPHONE 2 26,800 27,500 28,200 29,000 29,800 30,600 OTHER COMM SERVICES 2 5,400 5,600 5,800 6,000 6,200 6,400 POSTAGE 5 109,500 115,400 121,600 128,100 135,000 142,300 ELECTRIC SERVICES 5 47,300 49,900 52,600 55,500 58,500 61,700 WATER & SEWER SERVICES 5 1,500 1,600 1,700 1,800 1,900 2,100 GARBAGE & SOLID WASTE 5 183,500 193,300 203,600 214,500 226,000 238,100 OTHER UTILITY SERVICES 5 4,000 4,300 4,600 4,900 5,200 5,500 RENT -BUILDINGS 2 42,100 43,200 44,300 45,500 46,700 47,900 RENT -HEAVY EQUIPMENT 2 19,500 20,000 20,500 21,100 21,700 22,300 AUTOMOTIVE INSURANCE 2 51,700 53,000 54,400 55,800 57,200 58,700 OTHER INSURANCE 2 470,200 482,000 494,100 506,500 519,200 532,200 MAINTENANCE - BUILDINGS 7 11,000 11,400 11,800 12,200 12,600 13,000 MAINTENANCE - AC 7 8,200 8,500 8,800 9,100 9,400 9,700 MAINTENANCE - OFFICE EQUIP 7 2,700 2,800 2,900 3,000 3,100 3,200 MAINTENANCE - AUTO EQUIP 7 23,100 23,800 24,600 25,400 26,200 27,000 MAINTENANCE -HEAVY EQUIP 7 120,000 123,600 127,400 131,300 135,300 139,400 MAINT - OTHER EQUIP 7 25,000 25,800 26,600 27,400 28,300 29,200 OUTSIDE PRINTING 2 51,000 52,300 53,700 55,100 56,500 58,000 ADVERTISING X LEGAL 2 200 300 400 500 600 700 RECORDING FEES 1 5,000 5,000 5,000 5,000 5,000 5,000 LEGAL ADS 2 800 900 1,000 1,100 1,200 1,300 LICENSES AND PERMITS 1 9,600 9,600 9,600 9,600 9,600 9,600 ALL OFFICE SUPPLIES 2 14,900 15,300 15,700 16,100 16,600 17,100 COMPUTER SOFTWARE 2 96,900 99,400 101,900 104,500 107,200 109,900 GIS SUPPLIES 2 400 500 600 700 800 900 FUEL & LUBRICANTS 5 85,800 90,400 95,300 100,400 105,800 111,500 CHEMICALS 5 318,000 335,000 352,900 371,700 391,600 412,500 UNIFORMS & CLOTHING 2 17,600 18,100 18,600 19,100 19,600 20,100 INSTITUTIONAL SUPPLIES 2 8,000 8,200 8,500 8,800 9,100 9,400 EXPENDABLE TOOLS 2 16,700 17,200 17,700 18,200 18,700 19,200 MEDICINE & MED SUPPLIES 2 6,100 6,300 6,500 6,700 6,900 7,100 OTHER OPER SUPPLIES 7 32,300 33,300 34,300 35,400 36,500 37,600 PAVING MATERIAL 2 12,500 12,900 13,300 13,700 14,100 14,500 LANDSCAPE MATERIALS 2 500 600 700 800 900 1,000 TRAFFIC SIGNS 2 500 600 700 800 900 1,000 DUES -MEMBERSHIPS 2 1,700 1,800 1,900 2,000 2,100 2,200 TUITION/REGIST FEE 2 14,600 15,000 15,400 15,800 16,200 16,700 CREDIT CARD FEES 5 75,000 79,000 83,300 87,800 92,500 97,500 216 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 62 Schedules Expenditure Category Escalation Reference 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 BAD DEBT-WATER/SEWER 4 9,100 9,400 9,700 10,000 10,300 10,600 GIS INTER -DEPT CHARGES 2 54,900 56,300 57,800 59,300 60,800 62,400 COMP SERV INTER -DEPT CHGS 2 74,100 76,000 77,900 79,900 81,900 84,000 LIFT STATION ELECTRIC 5 330,000 347,600 366,100 385,600 406,200 427,900 SLUDGE FACILITY ELECTRUC 5 94,000 99,000 104,300 109,900 115,800 122,000 METER MAINTENANCE 7 1,000 1,100 1,200 1,300 1,400 1,500 PUMPING EQUIP MAINT 7 10,000 10,300 10,700 11,100 11,500 11,900 LIFT STATION MAINT 7 20,000 20,600 21,300 22,000 22,700 23,400 SEWER MAIN MAINT 7 6,000 6,200 6,400 6,600 6,800 7,100 SEWAGE TREAT PLANT ELEC 5 565,000 595,100 626,800 660,200 695,400 732,600 SEWAGE PLANT MAINT 7 140,000 144,200 148,600 153,100 157,700 162,500 COMM EQUIP MAINT 7 3,400 3,600 3,800 4,000 4,200 4,400 SEWAGE SLUDGE REMOVAL 5 480,000 505,600 532,600 561,000 591,000 622,600 SLUDGE FACILITY MAINT 7 22,500 23,200 23,900 24,700 25,500 26,300 TOTAL OPERATING 1 $5,508,700 $5,715,500 $5,931,400 $6,156,400 $6,391,000 $6,635,900 MACHINERY AND EQUIP 2 $712,600 $351,600 $360,400 $369,500 $378,800 $388,300 AUTOMOTIVE 2 616,300 304,100 311,800 319,600 327,600 335,800 COMMEQUIP-ALL 2 61,100 30,100 30,900 31,700 32,500 33,400 EDP EQUIPMENT 2 30,200 14,900 15,300 15,700 16,100 16,600 Reserve Fund Adjustment 0 0 0 0 0 0 0 TOTAL CAPITAL OUTLAY $1,420,200 $700,700 $718,400 $736,500 $755,000 $774,100 INTEREST -DEBT SERVICE 1 $1,986,900 $1,987,700 $1,987,600. $1,986,600 $1,985,200 $1,440,500 OTHER DEBT SERVICE COST 1 5,100 5,100 5,100 5,100 5,100 5,100 TOTAL DEBT SERVICE $1,992,000 $1,992,800 $1,992,700 $1,991,700 $1,990,300 $1,445,600 Renewal & Replacement 9 2,040,000 1,451,000 1,541,300 1,577,900 1,615,700 1,655,400 ADDITIONAL R&R 10 0 580,400 616,500 631,200 646,300 662,200 TOTAL BUDGET $15,136,300 $14,741,600 $15,230,900 $15,657,600 $16,099,700 $16,016,100 DEVE EXTENSN/LICENS FEE 1 $500 $500 $500 $500 $500 $500 SEPTAGE/SLUDGE DISPOSAL Cal 200,000 585,700 602,200 619,200 636,700 654,800 GREASE DISPOSAL Cal 10,000 26,600 27,400 28,200 29,000 29,800 SEWER TAP FEES 1 2,500 3,000 3,000 3,000 3,000 3,000 RECLAIMED WATER SALES 1 5,000 5,000 5,000 5,000 5,000 5,000 PENALTIES 8 429,500 440,300 451,400 462,700 474,300 486,200 RECONNECT FEES Cal 62,500 0 0 0 0 0 SERVICE CHARGE 1 120,000 123,500 123,500 123,500 123,500 123,500 INSPECTION FEES 1 27,500 27,500 27,500. 27,500 27,500 27,500 MISCELLANEOUS INCOME 1 15,000 15,000 15,000 15,000 15,000 15,000 COURT RECORDING FEES 1 2,500 2,500 2,500 2,500 2,500 2,500 INTEREST INCOME Input 62,500 62,300 46,300 38,200 40,800 42,900 RADIO TOWER RENTS 1 150,000 150,000 150,000 150,000 150,000 150,000 SCRAP SALES 1 500 500 500. 500 500 500 FUND TRANSFER IN 1 42,800 42,800 42,800 42,800 42,800 42,800 Total Revenue Budget $1,130,800 $1,485,200 $1,497,600 $1,518,600 $1,551,100 $1,584,000 Escalation Escalation Category Reference 2017/18 2018/19 2019/20 2020/21 2021/22 2021/23 Constant Factor 1 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% General Inflation 2 2.50% 2.50% 2.50% 2.50% 2.50% 2.50% Labor 3 3.00% 3.00% 3.00% 3.00% 3.00% 3.00% Customer Growth 4 2.81% 2.82% 2.82% 2.83% 2.83% 2.84% Cust Growth+ Inflation 5 5.31% 5.32% 5.32% 5.33% 5.33% 5.34% Rate Revenue Factor 6 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% Supplies/Repairs & Main 7 3.00% 3.00% 3.00% 3.00% 3.00% 3.00% Penalties Percent of Revenues 8 2.00% 2.50% 2.50% 2.50% 2.50% 2.50% Renewal & Replacement 9 0.00% 10.00% 10.00% 10.00% 10.00% 10.00% Additional R&R 10 0.00% 4.00% 4.00% 4.00% 4.00% 4.00% OCO Reserve Adjustment 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 217 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 63 User Fee Revenue Billing Base Usage Fire Protection Reserve Subtotal Other Operating Revenues Gross Revenue 0&M Expenses Net Revenue Impact Fees Net Revenue & Impact Fees Debt Service Existing Proposed Total Debt Service Other DS Expenses Operating Balance Transfers Renewal and Replacement Operating Capital Outlay Surplus (Deficit) Schedules Schedule 6 - Water Proforma Operating Statement 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 $722,200 $0 $0 $0 $0 $0 5,537,300 6,368,200 6,495,000 6,624,500 6,756,400 6,890,900 8,563,100 8,719,600 8,890,000 9,063,500 9,240,800 9,421,200 27,900 29,800 29,800 29,800 29,800 29,800 163,800 170,200 153,500 131,500 107,200 83,000 $15,014,300 $15,287,800 $15,568,300 $15,849,300 $16,134,200 $16,424,900 1,114,300 1,084,700 1,086,800 1,097,500 1,118,800 1,140,500 $16,128,600 $16,372,500 $16,655,100 $16,946,800 $17,253,000 $17,565,400 10,892,100 11,243,400 11,606,700 11,982,000 12,369,400 12,770,700 $5,236,500 $5,129,100 $5,048,400 $4,964,800 $4,883,600 $4,794,700 0 304,000 304,000 303,800 303,600 220,300 $5,236,500 $5,433,100 $5,352,400 $5,268,600 $5,187;200 $5,015,000 $1,986,900 $1,987,600 $1,987,600 $1,986,600 $1,985,100 $1,440,500 0 0 0 0 0 0 $1,986,900 $1,987,600 $1,987,600 $1,986,600 $1,985,100 $1,440,500 4,900 5,000 4,900 4,900 51000 4,900 $3,244,700 $3,440,500 $3,359,900 $3,277,100 $3,197,100 $3,569,600 0 0 0 0 0 0 2,977,400 1,935,400 1,964,700 1,998,600 2,033,600 2,070,400 681,100 639,000 655,200 671,800 688,800 706,200 ($413,800) $866,100 $740,000 $606,700 $474,700 $793,000 Comprehensive Water; Wastewater and Reclaimed Water Rate Study 26j Schedules Schedule 7 - Wastewater Proforma Operating Statement User Fee Revenue Billing Base Usage S2S Net Revenues Reserve Subtotal Other Operating Revenues Gross Revenue 0&M Expenses Net Revenue Impact Fees Net Revenue & Impact Fees Debt Service Existing Proposed Total Debt Service Other DS Expenses Operating Balance Transfers Renewal and Replacement Operating Capital Outlay Surplus (Deficit) 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 $425,000 $0 $0 $0 $0 $0 7,331,100 8,253,500 8,481,200 8,715,900 8,957,600 9,206,500 5,311,800 5,360,800 5,515,900 5,675,500 5,839,900 6,009,300 0 1,100 2,800 5,800 9,300 14,200 311,300 311,700 281,200 240,900 196,100 151,900 $13,379,200 $13,927,100 $14,281,100 $14,638,100 $15,002,900 $15,381,900 1,130,800 1,485,200 1,497,600 1,518,600 1;551;100 1,584,000 $14,510,000 $15,412,300 $15,778,700 $16,156,700 $16,554,000 $16,965,900 9,684,100 10,016,700 10,362,000 10,720,300 11,092,400 11,478,800 $4,825,900 $5,395,600 $5,416,700 $5,436,400 $5,461,600 $5,487,100 0 1,180,300 1,180,300 1,179,700 1,178,900 855,400 $4,825,900 $6,575,900 $6,597,000 $6,616,100 $6,640,500 $6,342,500 $1,986,900 $1,987,600 $1,987,600 $1,986,600 $1,985,100 $1,440,500 0 0 0 0 0 0 $1,986,900 $1,987,600 $1,987,600 $1,986,600 $1,985,100 $1,440,500 5,100 5,200 5,100 5,100 51200 5,100 $2,833,900 $4,583,100 $4,604,300 $4,624,400 $4,650,200 $4,896,900 0 0 0 0 0 0 2,040,000 1,451,000 1,541,300 1,577,900 1,615,700 1,655,400 1,420,200 700,700 718,400 736,500 755,000 774,100 ($626,300) $2,431,400 $2,344,600 $2,310,000 $2,279,500 $2,467,400 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2�? Schedules Schedule 8 - Basis for Proposed Miscellaneous Service Charges (A) New or Revised Account Fee (Application Fee) Normal Hours Customer Service Representative Cost Per Hour (Average) $25.00 Employees Required 1 Hours each Employee 0.25 Total Hours 0.25 Subtotal $6.25 Utility Billing Specialist Cost Per Hour (Average) $28.00 Employees Required 1 Hours each Employee 0.25 Total Hours 0.25 Subtotal $7.00 Meter Reader Cost Per Hour (Average) $27.00 Employees Required 1 Hours each Employee 0.25 Total Hours 0.25 Subtotal $6.75 Total Salaries & Benefits $20.00 Vehicle Expense Service Truck ($25.00 per hour) $7.00 Subtotal $27.00 Overhead $4.00 Total $31.00 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 299 Schedules (B) Water Service Connection Charge Crew Leader Cost Per Hour (Average) $32.00 Employees Required 1 Hours each Employee 4.00 Total Hours 4.00 Subtotal $128.00 Supervisor Cost Per Hour (Average) $48.00 Employees Required 1 Hours each Employee 2.00 Total Hours 2.00 Subtotal $96.00 Service Worker Cost Per Hour (Average) $27.00 Employees Required 2 Hours each Employee 4.00 Total Hours 8.00 Subtotal $216.00 Total Salaries & Benefits $440.00 Vehicle Expense Service Truck ($25.00 per hour) $300.00 Backhoe ($44.00 per hour) $176.00 Subtotal Vehicle Expense $476.00 Materials Expense Average $1,505.00 Subtotal $2,421.00 Overhead $339.00 Administrative $25.00 Total $2,785.00 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2a� Schedules (C) Sewer Service Connection Charge (Low Pressure Only) Crew Leader Cost Per Hour (Average) $32.00 Employees Required 1 Hours each Employee 4 Total Hours 4 Subtotal $128.00 Supervisor Cost Per Hour (Average) $48.00 Employees Required 1 Hours each Employee 4 Total Hours 4 Subtotal $192.00 Service Worker Cost Per Hour (Average) $27.00 Employees Required 2 Hours each Employee 4 Total Hours 8 Subtotal $216.00 Total Salaries & Benefits $536.00 Vehicle Expense Service Truck ($25.00 per hour) $300.00 Backhoe ($44.00 per hour) $176.00 Subtotal Vehicle Expense $476.00 Materials Expense Average $1,505.00 Subtotal $2,517.00 Overhead $353.00 Administrative $25.00 Total $2,895.00 Note: Charge is for connection made to a low-pressure sewer system. Charges for connection to gravity sewer systems will be based on actual cost plus overhead and administrative charge. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 299 Schedules (D) Meter Installation Fee Note: Fire Hydrant and water meters 2" or greater at actual cost plus overhead and administrative charge. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2a4 5/8 -Inch 1 -Inch 1.5 -Inch Customer Service Representative Cost Per Hour (Average) $25.00 $25.00 $25.00 Employees Required 2 2 2 Hours each Employee 0.10 0.10 0.10 Total Hours 0.20 0.20 0.20 Subtotal $5.00 $5.00 $5.00 Supervisor Cost Per Hour (Average) $48.00 $48.00 $48.00 Employees Required 1 1 1 Hours each Employee 0.30 0.30 0.30 Total Hours 0.30 0.30 0.30 Subtotal $14.40 $14.40 $14.40 Service Worker/Inspector Cost Per Hour (Average) $27.00 $27.00 $27.00 Employees Required 1 1 1 Hours each Employee 0.75 0.75 1.00 Total Hours 0.75 0.75 1.00 Subtotal $20.25 $20.25 $27.00 Total Salaries & Benefits $40.00 $40.00 $47.00 Vehicle Expense Service Truck ($25.00 per hour) $19.00 $19.00 $25.00 Materials Expense AMR $174.00 $261.00 $373.00 Check Valve $47.00 $47.00 $102.00 Subtotal Materials Expense $221.00 $308.00 $475.00 Subtotal $280.00 $367.00 $547.00 Overhead $40.00 $52.00 $77.00 Administrative $25.00 $25.00 $25.00 Total $345.00 $444.00 $649.00 Note: Fire Hydrant and water meters 2" or greater at actual cost plus overhead and administrative charge. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2a4 Schedules (E) Meter Test Fee Note: If testing of water meter requires the meter to be removed from the customer's property, then fee will be based on actual cost plus overhead and administrative charge. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2�6 5/8 -Inch 1 -Inch 1.5 -Inch or Larger Customer Service Representative Cost Per Hour (Average) $25.00 $25.00 $25.00 Employees Required 1 1 1 Hours each Employee 0.15 0.15 0.15 Total Hours 0.15 0.15 0.15 Subtotal $3.75 $3.75 $3.75 Supervisor Cost Per Hour (Average) $48.00 $48.00 $48.00 Employees Required 1 1 1 Hours each Employee 0.50 0.50 0.50 Total Hours 0.50 0.50 0.50 Subtotal $24.00 $24.00 $24.00 Service Worker Cost Per Hour (Average) $27.00 $27.00 $27.00 Employees Required 1 1 1 1 Hours each Employee 1.00 1.00 1.00 Total Hours 1.00 1.00 1.00 Subtotal $27.00 $27.00 $27.00 Total Salaries & Benefits $55.00 $55.00 $55.00 Vehicle Expense Service Truck ($25.00 per hour) $25.00 $25.00 $25.00 Subtotal $80.00 $80.00 $80.00 Overhead $12.00 $12.00 $12.00 Administrative $25.00 $25.00 $25.00 Total $117.00 $117.00 $117.00 Note: If testing of water meter requires the meter to be removed from the customer's property, then fee will be based on actual cost plus overhead and administrative charge. Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2�6 Schedules (F) Meter Removal Charges Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2�j 5/8 -Inch 1 -Inch 1.5 -Inch or Larger Customer Service Representative Cost Per Hour (Average) $25.00 $25.00 $25.00 Employees Required 2 2 2 Hours each Employee 0.10 0.10 0.10 Total Hours 0.20 0.20 0.20 Subtotal $5.00 $5.00 $5.00 Supervisor Cost Per Hour (Average) $48.00 $48.00 $48.00 Employees Required 1 . 1 1 Hours each Employee 0.50 0.50 0.50 Total Hours 0.50 0.50 0.50 Subtotal $24.00 $24.00 $24.00 Service Worker Cost Per Hour (Average) $27.00 $27.00 $27.00 Employees Required 1 1 1 Hours each Employee 0.75 0.75 1.00 Total Hours 0.75 .0.75 1.00 Subtotal $20.25 $20.25 $27.00 Total Salaries & Benefits $50.00 $50.00 $56.00 Vehicle Expense Service Truck ($25.00 per hour) $19.00 $19.00 $25.00 Subtotal $69.00 $69.00 $81.00 Overhead $10.00 $10.00 $12.00 Administrative $25.00 $25.00 $25.00 Total $104.00 $104.00 $118.00 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2�j Schedules (G) Engineering Services Fee Water - Per Connection Sewer - Per Connection Per Page Staff II Cost Per Hour (Average) $27.00 Employees Required 1 Hours each Employee 0.50 Total Hours 0.50 Subtotal $13.50 Plans Reviewer 1.50 Cost Per Hour (Average) $36.00 Employees Required 1 Hours each Employee 0.50 Total Hours 0.50 Subtotal $18.00 Total Salaries & Benefits $32.00 Overhead $5.00 Administrative $25.00 Total $62.00 (H) Inspection Fee Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2�� Water - Per Connection Sewer - Per Connection Utility Inspector Cost Per Hour (Average) $35.00 $35.00 Employees Required 1 1 Hours each Employee 1.50 1.50 Total Hours 1.50 1.50 Total Salaries & Benefits $52.50 $52.50 Vehicle Expense Service Truck ($25.00 per hour) $38.00 $38.00 Subtotal $90.50 $90.50 Overhead $13.00 $13.00 Administrative $25.00 $25.00 Total $128.50 $128.50 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2�� Schedules (I) Customer Request Turn Off/On Fee 247 Comprehensive Water, Wastewater and Reclaimed Water Rate Study Turn -Off and Turn -On Turn -Off or Turn -On . Customer Service Representative Cost Per Hour (Average) $25.00 $25.00 Employees Required 1 1 Hours each Employee 0.15 0.05 Total Hours 0.15 0.05. Subtotal $3.75 $1.25 Supervisor Cost Per Hour (Average) $48.00 $48.00 Employees Required 1 1 Hours each Employee 0.60 0.30 Total Hours 0.60 0.30 Subtotal $28.80 $14.40 Service Worker Cost Per Hour (Average) $27.00 $27.00 Employees Required 1 1 Hours each Employee 2.00 1.00 Total Hours 2.00 1.00 Subtotal $54.00 $27.00 Total Salaries. & Benefits $87.00 $43.00 Vehicle Expense Service Truck ($25.00 per hour) $50.00 $25.00 Subtotal $137.00 $68.00 Overhead $20.00 $10.00 Administrative $25.00 $25.00 Total $182.00 $103.00 247 Comprehensive Water, Wastewater and Reclaimed Water Rate Study Schedules (J) General Service Call Fee Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2 Normal Hours Customer Service Representative Cost Per Hour (Average) $25.00 Employees Required 1 Hours each Employee 0.15 Total Hours 0.15 Subtotal $3.75 Supervisor Cost Per Hour (Average) $48.00 Employees Required 1 Hours each Employee 0.60 Total Hours 0.60 Subtotal $28.80 Service Worker Cost Per Hour (Average) $27.00 Employees Required 1 Hours.each Employee 1.00 Total Hours 1.00 Subtotal $27.00 Total Salaries & Benefits $60.00 Vehicle Expense Service Truck ($25.00 per hour) $25.00 Subtotal $85.00 Overhead $12.00 Administrative $25.00 Total $122.00 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2 Schedules (I) Meter Rereads and Leaks Inspection Fee Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2�? Normal Hours Customer Service Representative Cost Per Hour (Average) $25.00 Employees Required 1 Hours each Employee 0.15 Total Hours 0.15 Subtotal $3.75 Supervisor Cost Per Hour (Average) $48.00 Employees Required 1 Hours each Employee 0.60 Total Hours 0.60 Subtotal $28.80 Service Worker Cost Per Hour (Average) $27.00 Employees Required 1 Hours each Employee 1.00 Total Hours 1.00 Subtotal $27.00 Total Salaries & Benefits $60.00 Vehicle Expense Service Truck ($25.00 per hour) $25.00 Subtotal $85.00 Overhead $12.00 Administrative $25.00 Total $122.00 Comprehensive Water, Wastewater and Reclaimed Water Rate Study 2�? 950 S. Winter Park Drive Phone 407. 960. 1806 www.raftells.com Suite 240 Fax 407. 960. 1803 Casselberry, FL 32707 RAFTELIS FINANCIAL CONSULTANTS, INC. July 12, 2018 Ms. Cindy Corrente Utilities Finance Manager Indian River County Department of Utility Services 1801 27th Street Vero Beach, FL 32960 Subject: Appendix A: Billing Frequency Analysis Dear Ms. Corrente: Presented herein is our review of the customer information provided by the Indian River County Department of Utility Services (IRCDUS, or the "Utility") with respect to the water and wastewater utility customers located within IRCDUS's service area. The focus of the review was to substantiate with relative certainty and by customer classification and size of service connection: the number of accounts and equivalent residential units (ERUs); and corresponding usage characteristics. The approach to this review consisted of a comprehensive billing frequency analysis of the billing data for the 12 consecutive months ending September 30, 2017, (the "Test Period"). To verify the results, revenues were first calculated based on the resulting customer data findings and the user rates, charges and fees effective during the Test Period, and then compared to the revenues contained within the billing data register. The following are brief discussions with summary tables regarding this important review. Data Acquisition, Billing Frequency Analysis and Revenue Test Access to the requested customer billing data was provided by IRCDUS allowing for electronic accumulation of individual customer water and wastewater billing. A billing frequency analysis was conducted on the billing data register, which provided by customer classification and connection size the number of billing events for each 1,000 gallon increment of metered water and wastewater usage. The results of the billing frequency analysis were then used to identify corresponding revenues based on the approved rates and charges existing during the Test Period. When compared to the water and wastewater revenues contained within the billing data, the billing frequency revenues where within approximately 0.040% of IRCDUS's accounting records. This revenue reconciliation confirmed the validity of the billing frequency findings for use in the ongoing rate study and financial feasibility program. Summary results for the water and wastewater customer billing frequency analysis and revenue reconciliation provided is in Table 1. The results shown in Table 1 strongly suggest that the statistical 230 Ms. Cindy Corrente Page 2 of 6 Appendix A relationships associated with the accounts, ERUs, consumption/ flows and revenues are relatively developed from the billing frequency analysis is representative of IRCDUS's customers. Table 1 FY 2016/17 Customer, Usage and Revenue Summary 1 1. Excludes Reclaimed water, vire Protection and Reserve accounts. Relationships of ERUs, Consumption and Revenue by major customer classifications for water and wastewater are illustrated in Graphs 1 and 2. It can be observed in these graphs that the relationships between ERUs, Consumption and Revenue for each major customer classification are relatively balanced, which strongly suggests that the existing rate structure reasonably generates revenue on a reasonable cost of service basis and remains just and equitable. It should be noted that such relationships will vary slightly year to year; however, the goal is that the relationships are relatively balanced for each customer classification, as it would be highly unusual for the relationship to be exactly equal. 231 Customers & Usage Water Wastewater Average Monthly Usage Total Events ERUs 45,731 58,303 2,910,542 26,666 40,797 1,845,628 Revenue Water Wastewater Total Revenue Base Usage Total $6,136,900 $8,404,400 $14,541,300 7,543,200 5,165,200 12,70.8,400 $13,680,100 $13,569,600 $27,249,700 Reconciliation Analysis Water Wastewater Total Revenue Amounts Difference Analysis Recorded Amount Percent $14,541,300 $14,524,787 $16,513 0.114% 12,708,400 12,713,993 -5,593 -0.044% $27,249,700 $27,238,780 $10,920 0.040% 1. Excludes Reclaimed water, vire Protection and Reserve accounts. Relationships of ERUs, Consumption and Revenue by major customer classifications for water and wastewater are illustrated in Graphs 1 and 2. It can be observed in these graphs that the relationships between ERUs, Consumption and Revenue for each major customer classification are relatively balanced, which strongly suggests that the existing rate structure reasonably generates revenue on a reasonable cost of service basis and remains just and equitable. It should be noted that such relationships will vary slightly year to year; however, the goal is that the relationships are relatively balanced for each customer classification, as it would be highly unusual for the relationship to be exactly equal. 231 Ms. Cindy Cortente Page 3 of 6 70.0% 60.0% 50.0% 40.0% 30.0% 20.0"/0 10.00/a 0.0% Single Family irrigation MH Ind MH Mast- MF Ind MF Mast - Metered Metered Metered Metered 13 ERU o Consumption ❑ Revenue Appendix A Graph 1 Water Rate Equity Com Gov 232 Ms. Cindy Corrente Page 4 of 6 Appendix A More detailed information on customers is provided in Tables 2 and 3. This information is summarized from the schedules attached to this Report. The schedules provide the actual billing frequency analysis for each customer classification and is useful in understanding the usage characteristics especially with respect to the conservation usage blocks in the rate structure. .Table 2 Water Customer Billing Frequency (October 2016 - September 2017) Consumption Analysis 233 Annual Consumption (000s) Block 1 Block 2 Block 3 Block 4 Total Monthly AVG/ERU Description Accounts ERUs Single Family 39,393 39,632 1,107,041 586,090 187,096 135,670 2,015,897 4.24 Multi -Family Ind Metered Master -Metered 823 539 700 7,164 18,640 200,609 7,079 47,939 1,694 7,845 3,104 2,612 30,517 259,005 3.63 3.01 Subtotal 1,362 7,864 219,249 55,018 9,539 5,716 289,522 3.07 Manufactured Home Ind Metered Master -Metered 2,822 6 2,399 249 53,604 7,109 14,405 1,053 3,254 0 2,995 0 74,258 8,162 2.58 2.73 Subtotal 2,828 2,648 60,713 15,458 3,254 2,995 82,420 2.59 Commercial 1,942 7,109 182,970 113,535 64,264 73,872 434,641 5.09 Government 99 811 17,408 14,661 10,099 7,411 49,579 5.09 Irrigation Single Family Commercial 48 47 57 170 1,371 4,324 1,647 3,144 2,014 2,408 7,192 14,902 12,224 24,778 17.87 12.15 Subtotal 95 227 .5,695 4,791 4,422 22,094 37,002 13.58 Reclaimed Water 2 5 146 192 262 2,098 2,698 44.97 Hydrant 12 12 226 1 184 1 182 1 889 1 1,481 1 10.28 Reserve 321 1,705 0 0 1 0 0 0 0.00 Total Water System 46,054 60,013 1,593,448 1 789,929 1 279,118 1250,745 1 2,913,240 N/A 233 Ms. Cindy Corrente Page 5 of 6 Table 3 Water Customer Billing Frequency (October 2016 - September 2017) Revenue Analysis Appendix A Description Accts. ERUs Billing Charge Per Acct Base Charge Per ERU Annual Usage Revenue Total Charges Block 1 Block 2 Block 3 Block 4 Total Rates $1.29 $7.76 $2.20 $2.42 $3.85 $7.70 Single Family 39,393 39,632 $609,800 $3,690,500 $2,435,500 $1,418,300 $720,300 $1,044,700 $5,618,800 $9,919,100 Multi -Family Ind Metered Master -Metered 823 539 700 7,164 $12,700 8,300 $65,200 667,100 $41,000 441,300 $17,100 116,000 $6,500 30,200 $23,900 20,100 $88,500 607,600 $166,400 1,283,000 Subtotal 1,362 7,864 $21,000 $732,300 $482,300 $133,100 $36,700 $44,000 $696,100 $1,449,400 Manufactured Home Ind Metered Master -Metered Subtotal 2,822 6 2,399 249 $43,700 100 $223,400 23,200 $117,900 15,600 $34,900 2,500 $12,500 0 $23,100 0 $188,400 18,100 $455,500 41,400 2,828 2,648 $43,800 $246,600 $133,500 $37,400 $12,500 $23,100 $206,500 $496,900 Commercial 1,942 7,109 $30,100 $662,000 $402,500 $274,800 $247,400 $568,800 $1,493,500 $2,185,600 Government 99 811 $1,500 $75,500 $38,300 $35,500 $38,900 $57,100 $169,800 $246,800 Irrigation Single Family Commercial 48 47 57 170 $700 700 $5,300 15,800 $3,000 9,500 $4,000 7,600 $7,800 9,300 $55,400 114,700 $70,200 141,100 $76,200 157,600 Subtotal 95 227 $1,400 $21,100 $12,500 $11,600 $17,100 $170,100 $211,300 $233,800 Reclaimed Water 2 5 $0 $500 $300 $500 $1,000 $16,200 $18,000 $18,500 Hydrant 12 12 $200 $1,100 $500 $400 $700 $6,800 $8,400 $9,700 Reserve 321 1,705 $5,000 $158,800 $0 $0 $0 $0 $0 $163,800 Total Water System 46,054 60,013 $712,800 1 $5,588,400 $3,505,400 1 $1,911,600 $1,074,600 $1,930,800 $8,422,400 $14,723,600 Note: The Reserve customer classification excludes accounts that are currently being built in the County and accounts that have been delinquent. 234 Ms. Cindy Corrente Page 6 of 6 Appendix A Findings The customer data received from IRCDUS is believed to be sufficient for the Test Period. Although not audited the financial data reflecting revenues associated with the charges for monthly water and wastewater services also appears to be complete and representative of such activities for the Test Period. The results identified through the billing frequency analysis, as summarized in Tables 1, 2, and 3, and illustrated in Graphs 1 and 2 prepared from detailed data were reconciled to approximately 0.040 percent of the provided revenues, and are therefore believed to be materially representative of the customer classifications, equivalencies and consumption characteristics as of September 30, 2017. We thank you for the opportunity to be of service in this important matter and your staff for assistance in obtaining information and data required for this study. Very truly yours, Raftelis Financial Consultants, Inc. Marco H. Rocca, C.M.C. Principal Consultant Robin Chacko Consultant 235 APPENDIX A Gallons X 000 Consumption Level Events Schedule 1 Indian River County Water Customer Billing Frequency Analysis Analysis Period October 2016 Through September 2017 Single Family Cumulative Billing Reverse Billing Events Percent Flow Percent Events Percent Flow Percent Events Percent Flow Percent 0 50,741 10.67% 0 0.00% 50,741 10.67% 0 0.00% 475,583 100.00% 0 0.00% 1 48,429 10.18% 424,552 21.06% 99,170 20.85% 424,552 21.06% 424,842 89.33% 800,965 39.73% 2 69,733 14.66% 376,104 18.66% 168,903 35.51% 800,656 39.72% 376,413 79.15% 1,414,016 70.14% 3 77,025 16.20% 306,385 15.20% 245,928 51.71% 1,107,041 54.92% 306,680 64.49% 1,796,006 89.09% 4 66,552 13.99% 229,441 11.38% 312,480 65.70% 1,336,482 66.30% 229,655 48.29% 1,988,894 98.66% 5 49,274 10.36% 163,081 8.09% 361,754 76.07% 1,499,563 74.39% 163,103 34.30% 2,068,708 102.62% 6 34,053 7.16% 113,801 5.65% 395,807 83.23% 1,613,364 80.03% 113,829 23.93% 2,092,020 103.78% 7 22,930 4.82% 79,767 3.96% 418,737 88.05% 1,693,131 83.99% 79,776 16.77% 2,091,053 103.73% 8 15,491 3.26% 56,840 2.82% 434,228 91.30% 1,749,971 86.81% 56,846 11.95% 2,080,811 103.22% 9 10,376 2.18% 41,349 2.05% 444,604 93.49% 1,791,320 88.86% 41,355 8.70% 2,070,131 102.69% 10 7,152 1.50% 30,965 1.54% 451,756 94.99% 1,822,285 90.40% 30,979 6.51% 2,060,555 102.22% 11 4,923 1.04% 23,823 1.18% 456,679 96.03% 1,846,108 91.58% 23,827 5.01% 2,054,052 101.89% 12 3,679 0.77% 18,895 0.94% 460,358 96.80% 1,865,003 92.51% 18,904 3.97% 2,047,703 101.58% 13 2,715 0.57% 15,224 0.76% 463,073 97.37% 1,880,227 93.27% 15,225 3.20% 2,042,857 101.34% 14 2,137 0.45% 12,509 0.62% 465,210 97.82% 1,892,736 93.89% 12,510 2.63% 2,037,958 101.09% 15 1,666 0.35% 10,365 0.51% 466,876 98.17% 1,903,101 94.40% 10,373 2.18% 2,033,706 100.88% 20 4,357 0.92% 33,017 1.64% 471,233 99.09% 1,936,118 96.04% 8,707 1.83% 2,023,118 100.36% 30 2,584 0.54% 28,900 1.43% 473,817 99.63% 1,965,018 97.48% 4,350 0.91% 2,017,998 100.10% 60 1,263 0.27% 27,541 1.37% 475,080 99.89% 1,992,559 98.84% 1,766 0.37% 2,022,739 100.34% 100 321 0.07% 12,212 0.61% 475,401 99.96% 2,004,771 99.45% 503 0.11% 2,022,971 100.35% 150 123 0.03% 5,639 0.28% 475,524 99.99% 2,010,410 99.73% 182 0.04% 2,019,260 100.17% 1000 59 0.01% 5,487 0.27% 475,583 100.00% 2,015,897 100.00% 59 0.01% 2,015,897 100.00% 475,583 2,015,897 236 1of11 APPENDIX A Schedule 2 Indian River County Water Customer Billing Frequency Analysis Analysis Period October 2016 Through September 2017 Individually Metered Multi -Family Gallons Consumption Level Events Cumulative Billing Reverse Billing X 000 Events Percent Flow Percent Events Percent Flow Percent Events Percent Flow Percent 0 818 9.74% 0 0.00% 818 9.74% 0 0.00% 8,395 100.00% 0 0.00% 1 1,965 23.41% 7,924 25.96% 2,783 33.15% 7,924 25.96% 7,577 90.26% 13,535 44.35% 2 1,890 22.52% 6,279 20.58% 4,673 55.67% 14,203 46.54% 5,612 66.85% 21,645 70.93% 3 1,352 16.11% 4,437 14.54% 6,026 71.78% 18,640 61.08% 3,721 44.33% 25,747 84.37% 4 887 10.56% 2,995 9.81% 6,912 82.34% 21,635 70.89% 2,369 28.22% 27,564 90.32% 5 570 6.79% 1,986 6.51% 7,483 89.14% 23,620 77.40% 1,482 17.66% 28,181 92.34% 6 316 3.77% 1,247 4.09% 7,799 92.90% 24,867 81.49% 912 10.86% 28,442 93.20% 7 207 2.47% 852 2.79% 8,006 95.37% 25,719 84.28% 596 7.10% 28,438 93.19% 8 127 1.51% 567 1.86% 8,133 96.88% 26,286 86.14% 388 4.63% 28,381 93.00% 9 82 0.98% 393 1.29% 8,215 97.86% 26,679 87.42% 262 3.12% 28,293 92.71% 10 35 0.42% 241 0.79% 8,250 98.28% 26,920 88.21% 179 2.14% 28,365 92.95% 11 26 0.30% 194 0.64% 8,276 98.58% 27,114 88.85% 144 1.72% 28,423 93.14% 12 20 0.23% 160 0.53% 8,295 98.82% 27,274 89.37% 119 1.42% 28,468 93.29% 13 17 0.20% 138 0.45% 8,312 99.02% 27,413 89.83% 99 1.18% 28,485 93.34% 14 9 0.11% 106 0.35% 8,322 99.13% 27,518 90.17% 82 0.98% 28,542 93.53% 15 8 0.09% 93 0.31% 8,329 99.22% 27,612 90.48% 73 0.87% 28,594 93.70% 20 28 0.33% 349 1.14% 8,357 99.55% 27,961 91.62% 65 0.78% 28,709 94.08% 30 15 0.18% 353 1.16% 8,373 99.74% 28,314 92.78% 37 0.45% 28,977 94.95% 60 11 0.13% 548 1.80% 8,384 99.87% 28,862 94.58% 22 0.26% 29,525 96.75% 100 1 0.01% 423 1.39% 8,384 99.88% 29,285 95.96% 11 0.13% 30,305 99.31% 150 7 0.08% 550 1.80% 8,391 99.96% 29,835 97.77% 10 0.12% 30,345 99.44% 1000 3 0.04% 682 2.23% 8,395 100.00% 30,517 100.00% 3 0.04% 30,517 100.00% 8,395 30,517 237 2of11 APPENDIX A Schedule 3 Indian River County Water Customer Billing Frequency Analysis Analysis Period October 2016 Through September 2017 Master -Metered Multi -Family Gallons Reverse Consumption Level Events Events Cumulative Billing Flow X 000 Events Percent Flow Percent Events Percent Flow Percent 0 894 1.04% 0 0.00% 894 1.04% 0 0.00% 1 9,506 11.06% 83,437 32.21% 10,401 12.10% 83,437 32.21% 2 27,788 32.32% 71,183 27.48% 38,189 44.42% 154,620 59.70% 3 24,562 28.57% 45,989 17.76% 62,751 73.00% 200,609 77.45% 4 11,722 13.64% 23,680 9.14% 74,473 86.63% 224,289 86.60% 5 5,186 6.03% 12,727 4.91% 79,659 92.66% 237,016 91.51% 6 2,736 3.18% 7,202 2.78% 82,395 95.85% 244,218 94.29% 7 1,275 1.48% 4,330 1.67% 83,670 97.33% 248,548 95.96% 8 1,012 1.18% 3,095 1.19% 84,681 98.51%, 251,643 97.16% 9 460 0.53% 1,685 0.65% 85,141 99.04% 253,328 97.81% 10 269 0.31% 1,174 0.45% 85,411 99.35% 254,502 98.26% .11 98 0.11% 700 0.276/. 85,508 99.47% 255,201 98.53% 12 124 0.14% 685 0.26% 85,632 99.61% 255,886 98.80% 13 111 0.13% 507 0.20% 85,743 99.74% 256,393 98.99% 14 18 0.02% 250 0.10% 85,761 99.76% 256,643 99.09% 15 19 0.02% 246 0.10% 85,779 99.78% 256,889 99.18% 20 111 0.13% 882 0.34% 85,890 99.91% 257,771 99.52% 30 48 0.06% 609 0.24% 85,938 99.97%, 258,380 99.76% 60 26 0.03% 560 0.22% 85,964 100.000/. 258,940 99.97% 100 2 0.00% 65 0.03% 85,966 100.00% 259,005 100.00% 150 0 0.00% 0 0.00% 85,966 100.00% 259,005 100.00% 1000 0 0.00% 0 0.00% 85,966 100.00% 259,005 100.00% 85,966 259,005 3of11 238 Reverse Billing Events Percent Flow Percent 85,966 100.00% 0 0.00% 85,071 98.96% 159,002 61.39% 75,565 87.90% 250,173 96.59% 47,777 55.58% 270,252 104.34% 23,214 27.00% 270,261 104.35% 11,493 13.37% 268,551 103.69% 6,307 7.34% 265,643 102.56% 3,571 4.15% 264,619 102.17% 2,296 2.67% 261,918 101.12% 1,284 1.49% 260,748 100.67% 825 0.96% 260,052 100.40% 555 0.65% 260,232 100.47% 457 0.53% 259,885 100.34% 333 0.39% 259,288 100.11% 223 0.26% 259,511 100.20% 205 0.24% 259,682 100.26% 186 0.22% 259,284 100.11% 76 0.09% 259,196 100.07% 27 0.03% 259,042 100.01% 2 0.00% 259,005 100.00% 0 0.00% 259,005 100.00% 0 0.00% 259,005 100.00% 238 APPENDIX A Schedule 4 Indian River County Water Customer Billing Frequency Analysis Analysis Period October 2016 Through September 2017 Individually Metered Manufactured Home Gallons Consumption Level Events Cumulative Billing Reverse Billing X 000 Events Percent Flow Percent Events Percent Flow Percent Events Percent Flow Percent 0 6,764 23.50% 0 0.00% 6,764 23.50% 0 0.00% 28,789 100.00% 0 0.00% 1 5,858 20.35% 23,058 31.05% 12,623 43.85% 23,058 31.05% 22,024 76.50% 39,224 52.82% 2 6,471 22.48% 18,450 24.85% 19,094 66.32% 41,508 55.90% 16,166 56.15% 60,898 82.01% 3 4,535 15.75% 12,096 16.29% 23,628 82.08% 53,604 72.19% 9,695 33.68% 69,085 93.03% 4 2,317 8.05% 6,796 9.15% 25,945 90.12% 60,400 81.34% 5,160 17.92% 71,773 96.65% 5 1,211 4.21% 3,912 5.27% 27,157 94.33% 64,312 86.61% 2,843 9.88% 72,472 97.59% 6 609 2.11% 2,276 3.07% 27,765 96.45% 66,588 89.67% 1,632 5.67% 72,729 97.94% 7 321 1.12% 1,420 1.91% 28,087 97.56% 68,009 91.58% 1,023 3.55% 72,923 98.20% 8 196 0.68% 979 1.32% 28,283 98.24% 68,988 92.90% 702 2.44% 73,034 98.35% 9 119 0.41% 695 0.94% 28,402 98.66% 69,683 93.84% 506 1.76% 73,164 98.53% 10 88 0.30% 541 0.73% 28,489 98.96% 70,224 94.57% 387 1.34% 73,216 98.60% 11 57 0.20% 410 0.55% 28,546 99.16% 70,634 95.12% 299 1.04% 73,299 98.71% 12 48 0.17% 343 0.46% 28,594 99.32% 70,977 95.58% 242 0.84% 73,313 98.73% 13 40 0.14% 286 0.39% 28,634 99.46% 71,263 95.97% 195 0.68% 73,274 98.68% 14 25 0.09% 216 0.29% 28,659 99.55% 71,479 96.26% 155 0.54% 73,299 98.71% 15 16 0.06% 173 0.23% 28,675 99.60% 71,652 96.49% 130 0.45% 73,360 98.79% 20 48 0.17% 605 0.82% 28,722 99.77% 72,257 97.31% 114 0.40% 73,583 99.09% 30 32 0.11% 625 0.84% 28,755 99.88% 72,882 98.15% 66 0.23% 73,902 99.52% 60 26 0.09% 722 0.97% 28,781 99.97% 73,604 99.12% 34 0.12% 74,063 99.74% 100 4 0.01% 215 0.29% 28,785 99.99% 73,819 99.41% 8 0.03% 74,159 99.87% 150 3 0.01% 146 0.20% 28,788 100.00% 73,965 99.60% 3 0.01% 74,092 99.78% 1000 1 0.00% 293 0.40% 28,789 100.00% 74,258 100.00% 1 0.00% 74,258 100.00% 28,789 74,258 239 4of11 APPENDIX A Schedule 5 Indian River County Water Customer Billing Frequency Analysis Analysis Period October 2016 Through September 2017 Master -Metered Manufactured Home Gallons Consumption Level Events Cumulative Billing Reverse Billing X 000 Events Percent Flow Percent Events Percent Flow Percent Events Percent Flow Percent 0 0 0.00% 0 0.00% 0 0.00% 0 0.00% 2,989 100.00% 0 0.00% 1 440 14.73% 2,914 35.71% 440 14.73% 2,914 35.71% 2,989 100.00% 5,463 66.93% 2 775 25.94% 2,413 29.56% 1,216 40.67% 5,327 65.27% 2,548 85.27% 8,873 108.72% 3 893 29.86% 1,782 21.83% 2,108 70.53% 7,109 87.10% 1,773 59.33% 9,751 119.46% 4 775 25.94% 905 11.09% 2,883 96.47% 8,014 98.18% 881 29.47% 8,435 103.35% 5 84 2.82% 109 1.33% 2,967 99.29% 8,122 99.51% 105 3.53% 8,229 100.81% 6 21 0.71% 40 0.49% 2,989 100.00% 8,162 100.00% 21 0.71% 8,162 100.00% 7 0 0.00% 0 0.00% 2,989 100.00% 8,162 100.00% (0) 0.00% 8,162 100.00% 8 0 0.00% 0 0.00% 2,989 100.00% 8,162 100.00% (0) 0.00% 8,162 100.00% 9 0 0.00% 0 0.00% 2,989 100.00% 8,162 100.00% (0) 0.00% 8,162 100.00% 10 0 0.00% 0 0.00% 2,989 100.00% 8,162 100.00% (0) 0.00% 8,162 100.00% 11 0 0.00% 0 0.00% 2,989 100.00% 8,162 100.00% (0) 0.00% 8,162 100.00% 12 0 0.00% 0 0.00% 2,989 100.00% 8,162 100.00% (0) 0.00% 8,162 100.00% 13 0 0.00% 0 0.00% 2,989 100.00% 8,162 100.00% (0) 0.00% 8,162 100.00% 14 0 0.00% 0 0.00% 2,989 100.00% 8,162 100.00% (0) 0.00% 8,162 100.00% 15 0 0.00% 0 0.00% 2,989 100.00% 8,162 100.00% (0) 0.00% 8,162 100.00% 20 0 0.00% 0 0.00% 2,989 100.00% 8,162 100.00% (0) 0.00% 8,162 100.00% 30 0 0.00% 0 0.00% 2,989 100.00% 8,162 100.00% (0) 0.00% 8,162 100.00% 60 0 0.00% 0 0.00% 2,989 100.00% 8,162 100.00% (0) 0.00% 8,162 100.00% 100 0 0.00% 0 0.00% 2,989 100.00% 8,162 100.00% (0) 0.00% 8,162 100.00% 150 0 0.00% 0 0.00% 2,989 100.00% 8,162 100.00% (0) 0.00% 8,162 100.00% 1000 0 0.00% 0 0.00% 2,989 100.00% 8,162 100.00% (0) 0.00% 8,162 100.00% 2,989 8,162 240 5of11 APPENDIX A Schedule 6 Indian River County Water Customer Billing Frequency Analysis Analysis Period October 2016 Through September 2017 Commercial Gallons Consumption Level Events Cumulative Billing Reverse Billing X 000 Events Percent Flow Percent Events Percent Flow Percent Events Percent Flow Percent 0 7,112 8.34% 0 0.00% 7,112 8.34% 0 0.00% 85,307 100.00% 0 0.00% 1 13,618 15.96% 73,624 16.94% 20,730 24.30% 73,624 16.94% 78,195 91.66% 138,201 31.80% 2 10,976 12.87% 60,636 13.95% 31,706 37.17% 134,260 30.89% 64,577 75.70% 241,462 55.55% 3 11,743 13.77% 48,710 11.21% 43,449 50.93% 182,970 42.10% 53,601 62.83% 308,544 70.99% 4 8,326 9.76% 38;505 8.86% 51,775 60.69% 221,475 50.96% 41,858 49.07% 355,603 81.82% 5 6,661 7.81% 30,475 7.01% 58,436 68.50% 251,950 .57.97% 33,532 39.31% 386,305 88.88% 6 5,282 6.19% 24,755 5.70% 63,718 74.69% 276,705 63.66% 26,871 31.50% 406,239 93.47% 7 4,076 4.78% 19,800 4.56% 67,794 79.47% 296,505 68.22% 21,589 25.31% 419,096 96.42% 8 3,103 3.64% 16,353 3.76% 70,897 83.11% 312,858 71.98% 17,513 20.53% 428,138 98.50% 9 2,265 2.66% 13,519 3.11% 73,162 85.76% 326,377 75.09% 14,410 16.89% 435,682 100.24% 10 2,098 2.46% 11,301 2.60% 75,260 88.22% 337,678 77.69% 12,145 14.24% 438,148 100.81% 11 1,851 2.17% 9,247 2.13% 77,111 90.39% 346,925 79.82% 10,047 11.78% 437,081 100.56% 12 1,373 1.61% 7,554 1.74% 78,484 92.00% 354,479 81.56% 8,196 9.61% 436,355 100.39% 13 1,085 1.27% 6,290 1.45% 79,569 93.27% 360,769 83.00% 6,823 8.00% 435,363 100.17% 14 1,183 1.39% 5,293 1.22% 80,752 94.66% 366,062 84.22% 5,738 6.73% 429,832 98.89% 15 606 0.71% 4,244 0.98% 81,358 95.37% 370,306 85.20% 4,555 5.34% 429,541 98.83% 20 1,618 1.90% 15,467 3.56% 82,976 97.27% 385,773 88.76% 3,949 4.63% 432,393 99.48% 30 1,279 1.50% 15,993 3.68% 84,255 98.77% 401,766 92.44% 2,331 2.73% 433,326 99.70% 60 765 0.90% 15,626 3.60% 85,020 99.66% 417,392 96.03% 1,052 1.23% 434,612 99.99% 100 193 0.23% 7,255 1.67% 85,213 99.89% 424,647 97.70% 287 0.34% 434,047 99.86% 150 40 0.05% 3,705 0.85% 85,253 99.94% 428,352 98.55% 94 0.11% 436,452 100.42% 1000 54 0.06% 6,289 1.45% 85,307 100.00% 434,641 100.00% 54 0.06% 434,641 100.00% 85,307 434,641 241 6of11 APPENDIX A Gallons Consumption Level Events Schedule 7 Indian River County Water Customer Billing Frequency Analysis Analysis Period October 2016 Through September 2017 Government Cumulative Billing Reverse Billing X 000 Events Percent Flow Percent Events Percent Flow Percent Events Percent Flow Percent 0 768 7.89% 0 0.00% 768 7.89% 0 0.00% 9,734 100.00% 0 0.00% 1 3,255 33.44% 7,161 14.44% 4,023 41.33% 7,161 14.44% 8,966 92.11% 12,872 25.96% 2 646 6.64% 5,431 10.95% 4,669 47.97% 12,592 25.40% 5,711 58.67% 22,722 45.83% 3 557 5.72% 4,816 9.71% 5,226 53.69% 17,408 35.11% 5,065 52.03% 30,932 62.39% 4 486 4.99% 4,319 8.71% 5,712 58.68% 21,727 43.82% 4,508 46.31% 37,815 76.27% 5 493 5.06% 3,790 7.64% 6,205 63.75% 25,517 51.47% 4,022 41.32% 43,162 87.06% 6 206 2.12% 3,434 6.93% 6,411 65.86% 28,951 58.39% 3,529 36.25% 48,889 98.61% 7 480 4.93% 3,118 6.29% 6,891 70.79% 32,069 64.68% 3,323 34.14% 51,970 104.82% 8 341 3.50% 2,685 5.42% 7,232 74.30% 34,754 70.10% 2,843 29.21% 54,770 110.47% 9 244 2.51% 2,369 4.78% 7,476 76.80% 37,123 74.88% 2,502 25.70% 57,445 115.87% 10 640 6.57% 2,021 4.08% 8,116 83.38% 39,144 78.95% 2,258 23.20% 55,324 111.59% 11 483 4.96% 1,407 2.84% 8,599 88.34% 40,551 81.79% 1,618 16.62% 53,036 106.97% 12 341 3.50% 945 1.91% 8,940 91.84% 41,496 83.70% 1,135 11.66% 51,024 102.91% 13 159 1.63% 672 1.36% 9,099 93.48% 42,168 85.05% 794 8.16% 50,423 101.70% 14 13 0.13% 631 1.27% 9,112 93.61% 42,799 86.32% 635 6.52% 51,507 103.89% 15 292 3.00% 423 0.85% 9,404 96.61% 43,222 87.18% 622 6.39% 48,172 97.16% 20 88 0.90% 1,364 2.75% 9,492 97.51% 44,586 89.93% 330 3.39% 49,426 99.69% 30 69 0.71% 2,051 4.14% 9,561 98.22% 46,637 94.07% 242 2.49% 51,827 104.53% 60 146 1.50% 2,354 4.75% 9,707 99.72% 48,991 98.81% 173 1.78% 50,611 102.08% 100 24 0.25% 457 0.92% 9,731 99.97% 49,448 99.74% 27 0.28% 49,748 100.34% 150 1 0.01% 101 0.20% 9,732 99.98% 49,549 99.94% 3 0.03% 49,849 100.54% 1000 2 0.02% 30 0.06% 9,734 100.00% 49,579 100.00% 2 0.02% 49,579 100.00% 9,734 49,579 242 7of11 APPENDIX A Schedule 8 Indian River County Water Customer Billing Frequency Analysis Analysis Period October 2016 Through September 2017 Single Family Irrigation Gallons Consumption Level Events Cumulative Billing Reverse Billing X 000 Events Percent Flow Percent Events Percent Flow Percent Events Percent Flow Percent 0 216 31.81% 0 0.00% 216 31.81% 0 0.00% 679 100.00% 0 0.00% 1 6 0.88% 463 3.79% 222 32.70% 463 3.79% 463 68.19% 920 7.53% 2 6 0.88% 457 3.74% 228 33.58% 920 7.53% 457 67.30% 1,822 14.91% 3 16 2.36% 451 3.69% 244 35.94% 1,371 11.22% 451 66.42% 2,676 21.89% 4 20 2.95% 435 3.56% 264 38.88% 1,806 14.77% 435 64.06% 3,466 28.35% 5 11 1.62% 415 3.39% 275 40.50% 2,221 18.17% 415 61.12% 4,241 34.69% 6 11 1.62% 404 3.30% 286 42.12% 2,625 21.47% 404 59.50% 4,983 40.76% 7 10 1.47% 393 3.21% 296 43.59% 3,018 24.69% 393 57.88% 5,699 46.62% 8 17 2.50% 381 3.12% 313 46.10% 3,399 27.81% 383 56.41% 6,327 51.76% 9 10 1.47% 366 2.99% 323 47.57% 3,765 30.80% 366 53.90% 6,969 57.01% 10 15 2.21% 354 2.90% 338 49.78% 4,119 33.70% 356 52.43% 7,529 61.59% 11 41 6.04% 328 2.68% 379 55.82% 4,447 36.38% 341 50.22% 7,747 63.38% 12 11 1.62% 300 2.45% 390 57.44% 4,747 38.83% 300 44.18% 8,215 67.20% 13 15 2.21% 285 2.33% 405 59.65% 5,032 41.16% 289 42.56% 8,594 70.30% 14 8 1.18% 274 2.24% 413 60.82% 5,306 43.41% 274 40.35% 9,030 73.87% 15 16 2.36% 266 2.18% 429 63.18% 5,572 45.58% 266 39.18% 9,322 76.26% 20 48 7.07% 1,157 9.46% 477 70.25% 6,729 55.05% 250 36.82% 10,769 88.10% 30 95 13.99% 1,531 12.52% 572 84.24% 8,260 67.57% 202 29.75% 11,470 93.83% 60 76 11.19% 1,790 14.64% 648 95.43% 10,050 82.22% 107 15.76% 11,910 97.43% 100 18 2.65% 705 5.77% 666 98.09% 10,755 87.98% 31 4.57% 12,055 98.62% 150 1 0.15% 606 4.96% 667 98.23% 11,361 92.94% 13 1.91% 13,161 107.67% 1000 12 1.77% 863 7.06% 679 100.00% 12,224 100.00% 12 1.77% 12,224 100.00% 679 12,224 243 8of11 APPENDIX A Schedule 9 Indian River County Water Customer Billing Frequency Analysis Analysis Period October 2016 Through September 2017 Commercial Irrigation Gallons Consumption Level Events Cumulative Billing Reverse Billing X 000 Events Percent Flow Percent Events Percent Flow Percent Events Percent Flow Percent 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 20 30 60 100 150 1000 387 106 203 249 69 311 151 47 59 37 58 8 15 20 8 2 21 69 99 74 32 15 2,040 18.97% 5.20% 9.95% 12.21% 3.38% 15.25% 7.40% 2.30% 2.89% 1.81% 2.84% 0.39% 0.74% 0.98% 0.39% 0.10% 1.03% 3.38% 4.85% 3.63% 1.57% 0.74% 0 1,625 1,470 1,229 1,046 901 662 535 492 455 409 363 353 336 319 312 1,506 2,574 4,879 3,200 1,335 777 24,778 0.00% 6.56% 5.93% 4.96% 4.22% 3.64% 2.67% 2.16% 1.99% 1.84% 1.65% 1.47% 1.42% 1.36% 1.29% 1.26% 6.08% 10.39% 19.69% 12.91% 5.39% 3.14% 387 18.97% 493 24.17% 696 34.12% 945 46.32% 1,014 49.71% 1,325 64.95% 1,476 72.35% 1,523 74.66% 1,582 77.55% 1,619 79.36% 1,677 82.21% 1,685 82.60% 1,700 83.33% 1,720 84.31% 1,728 84.71% 1,730 84.80% 1,751 85.83% 1,820 89.22% 1,919 94.07% 1,993 97.70% 2,025 99.26% 2,040 100.00% 0 0.00% 1,625 6.56% 3,095 12.49% 4,324 17.45% 5,370 21.67% 6,271 25.31% 6,933 27.98% 7,468 30.14% 7,960 32.13% 8,415 33.96% 8,824 35.61% 9,187 37.08% 9,540 38.50% 9,876 39.86% 10,195 41.15% 10,507 42.40% 12,013 48.48% 14,587 58.87% 19,466 78.56% 22,666 91.48% 24,001 96.86% 24,778 100.00% 2,040 100.00% 1,653 81.03% 1,547 75.83% 1,344 65.88% 1,095 53.68% 1,026 50.29% 715 35.05% 564 27.65% 517 25.34% 458 22.45% 421 20.64% 363 17.79% 355 17.40% 340 16.67% 320 15.69% 312 15.29% 310 15.20% 289 14.17% 220 10.78% 121 5.93% 47 2.30% 15 0.74% 0 0.00% 3,172 12.80% 5,783 23.34% 7,609 30.71% 9,474 38.24% 9,846 39.74% 10,317 41.64% 11,087 44.75% 11,624 46.91% 12,204 49.25% 12,454 50.26% 13,092 52.84% 13,620 54.97% 14,036 56.65% 14,563 58.77% 15,157 61.17% 17,793 71.81% 21,187 85.51% 26,726 107.86% 27,366 110.44% 26,251 105.94% 24,778 100.00% 244 9of11 APPENDIX A Gallons Consumption Level Events Schedule.10 Indian River County Water Customer Billing Frequency Analysis Analysis Period October 2016 Through September 2017 Reclaimed Water Cumulative Billing Reverse Billing X 000 Events Percent Flow Percent Events Percent Flow Percent Events Percent Flow Percent 0 10 16.67% 0 0.00% 10 16.67% 0 0.00% 60 100.00% 0 0.00% 1 2 3.33% 50 1.85% 12 20.00% 50 1.85% 50 83.33% 98 3.63% 2 0 0.00% 48 1.78% 12 20.00% 98 3.63% 48 80.00% 194 7.19% 3 0 0.00% 48 1.78% 12 20.00% 146 5.41% 48 80.00% 290 10.75% 4 0 0.00% 48 1.78% 12 20.00% 194 7.19% 48 80.00% 386 14.31% 5 0 0.00% 48 1.78% 12 20.00% 242 8.97% 48 80.00% 482 17.87% 6 0 0.00% 48 1.78% 12 20.00% 290 10.75% 48 80.00% 578 21.42% 7 0 0.00% 48 1.78% 12 20.00% 338 12.53% 48 80.00% 674 24.98% 8 0 0.00% 48 1.78% 12 20.00% 386 14.31% 48 80.00% 770 28.54% 9 4 6.67% 45 1.67% 16 26.67% 431 15.97% 48 80.00% 827 30.65% 10 0 0.00% 44 1.63% 16 26.67% 475 17.61% 44 73.33% 915 33.91% 11 0 0.00% 44 1.63% 16 26.67% 519 19.24% 44 73.33% 1,003 37.18% 12 4 6.67% 41 1.52% 20 33.33% 560 20.76% 44 73.33% 1,040 38.55% 13 0 0.00% 40 1.48% 20 33.33% 600 22.24% 40 66.67% 1,120 41.51% 14 0 0.00% 40 1.48% 20 33.33% 640 23.72% 40 66.67% 1,200 44.48% 15 0 0.00% 40 1.48% 20 33.33% 680 25.20% 40 66.67% 1,280 47.44% 20 8 13.33% 167 6.19% 28 46.67% 847 31.39% 40 66.67% 1,487 55.11% 30 4 6.67% 316 11.71% 32 53.33% 1,163 43.11% 32 53.33% 2,003 74.24% 60 12 20.00% 672 24.91% 44 73.33% 1,835 68.01% 28 46.67% 2,795 103.60% 100 8 13.33% 382 14.16% 52 86.67% 2,217 82.17% 16 26.67% 3,017 111.82% 150 4 6.67% 370 13.71% 56 93.33% 2,587 95.89% 8 13.33% 3,187 118.12% 1000 4 6.67% 111 4.11% 60 100.00% 2,698 100.00% 4 6.67% 2,698 100.00% 60 2,698 245 10 of 11 APPENDIX A Schedule 11 Indian River County Water Customer Billing Frequency Analysis Analysis Period October 2016 Through September 2017 Commercial Hydrant Gallons Consumption Level Events Cumulative Billing Reverse Billing X 000 Events Percent Flow Percent Events Percent Flow Percent Events Percent Flow Percent 0 59 39.60% 0 0.00% 59 39.60% 0 0.00% 149 100.00% 0 0.00% 1 16 10.74% 90 6.08% 75 50.34% 90 6.08% 90 60.40% 164 11.07% 2 12 8.05% 74 5.00% 87 58.39% 164 11.07% 74 49.66% 288 19.45% 3 7 4.70% 62 4.19% 94 63.09% 226 15.26% 62 41.61% 391 26.40% 4 7 4.70% 55 3.71% 101 67.79% 281 18.97% 55 36.91% 473 31.94% 5 5 3.36% 48 3.24% 106 71.14% 329 22.21% 48 32.21% 544 36.73% 6 5 3.36% 43 2.90% 111 74.50% 372 25.12% 43 28.86% 600 40.51% 7 4 2.68% 38 2.57% 115 77.18% 410 27.68% 38 25.50% 648 43.75% 8 1 0.67% 34 2.30% 116 77.85% 444 29.98% 34 22.82% 708 47.81% 9 4 2.68% 33 2.23% 120 80.54% 477 32.21% 33 22.15% 738 49.83% 10 0 0.00% 29 1.96% 120 80.54% 506 34.17% 29 19.46% 796 53.75% 11 0 0.00% 29 1.96% 120 80.54% 535 36.12% 29 19.46% 854 57.66% 12 1 0.67% 29 1.96% 121 81.21% 564 38.08% 29 19.46% 900 60.77% 13 2 1.34% 28 1.89% 123 82.55% 592 39.97% 28 18.79% 930 62.80% 14 4 2.68% 26 1.76% 127 85.23% 618 41.73% 26 17.45% 926 62.53% 15 1 0.67% 22 1.49% 128 85.91% 640 43.21% 22 14.77% 955 64.48% 20 5 3.36% 94 6.35% 133 89.26% 734 49.56% 21 14.09% 1,054 71.17% 30 6 4.03% 133 8.98% 139 93.29% 867 58.54% 16 10.74% 1,167 78.80% 60 3 2.01% 273 18.43% 142 95.30% 1,140 76.98% 10 6.71% 1,560 105.33% 100 2 1.34% 231 15.60% 144 96.64% 1,371 92.57% 7 4.70% 1,871 126.33% 150 4 2.68% 109 7.36% 148 99.33% 1,480 99.93% 5 3.36% 1,630 110.06% 1000 1 0.67% 1 0.07% 149 100.00% 1,481 100.00% 1 0.67% 1,481 100.00% 149 1,481 246 11 of 11 INDIAN RIVER COUNTY DEPARTMENT OF UTILITY SERVICES o :' '101:0A I _til I'' :fit ' I lvi"WI-4I [ *161" September 27, 2018 950 S. Winter Park Drive Phone 407.960.1806 www.raftelis.com Suite 240 Fax 407.960.1803 Casselberry, FL 32707 RAFTELts FINANCIAL CONSULTANTS, INC. September 27, 2018 Mr. Vincent Burke Director of Utilities Indian River County Department of Utility Services 1801 27th Street Vero Beach, FL 32960 Subject: Water and Wastewater Impact Fee Study Dear Mr. Burke: Pursuant to your request, Raftelis Financial, Consultants, Inc. ("Raftelis") has conducted a study to update Indian River County's (the "County") Department of Utility Services (IRCDUS or "Utility") water and wastewater Impact Fees. The findings and conclusion of the study are presented and documented in this Indian River County Utilities Department Impact Fee Update Report (the "Report"). Impact fees are a mechanism to recover capital costs benefiting new utility connections and existing connections requesting additional service capacity. As updated herein, the impact fees reasonably represent the current local construction and related financing costs for certain facilities providing water and wastewater services. The impact fees presented herein were developed to comply with Florida Statute 163.31801. The impact fees presented herein, represent the maximum amounts supported by the data, assumptions and estimates used .in this study. The County can elect to establish policies regarding the amount of each impact fee provided that such amounts do not exceed those amounts identified in this Report. However, it should be clearly understood that amounts not recovered through impact fees will for the most part have to be recovered from revenues generated by existing and future user rates and charges. As a final note, our thanks and appreciation to you, Cindy Corrente, and other County staff members that provided data and assisted in the development of this update. Very truly yours, RAFTELIS FINANCIAL CONSULTANTS, INC. Marco H. Rocca CMC Principal Consultant 248 TABLE OF CONTENTS EXECUTIVE SUMMARY............................................................................1 OVERVIEW......................................................................................................................... 1 FINDINGS AND CONCLUSION......................................................................................... 4 FINDINGS........................................................................................................................... 4 INTRODUCTION........................................................................................6 GENERAL.......................................................................................................................... 6 IMPACTFEE OVERVIEW.................................................................................................. 6 OTHER CONSIDERATIONS.............................................................................................. 8 METHODOLOGY AND APPROACH........................................................10 GENERAL.........................................................................................................................10 BACKGROUND.................................................................................................................10 EXPANSION FACILITY COSTS AND CAPACITIES...............................13 GENERAL.........................................................................................................................13 WASTEWATER TRANSMISSION AND TREATMENT......................................................13 TREATMENT AND TRANSMISSION COSTS AND CAPACITY SUMMARY....................14 CAPITAL FINANCING AND CREDIT CRITERIA ASSUMPTIONS .......... 16 GENERAL.........................................................................................................................16 FINANCING ASSUMPTIONS............................................................................................16 FINANCING AND CREDIT COEFFICIENTS.....................................................................17 LEVEL OF SERVICE................................................................................20 GENERAL.........................................................................................................................20 LEVEL OF SERVICE STANDARDS..................................................................................20 APPROPRIATENESS OF EXISTING LEVEL OF SERVICE STANDARDS ......................20 CALCULATION OF IMPACT FEES.........................................................21 GENERAL.........................................................................................................................21 NET COST PER GALLON OF CAPACITY........................................................................21 CALCULATION OF CAPACITY TREATMENT AND TRANSMISSION IMPACT FEES ....21 SUMMARY...............................................................................................:........................23 COMPARISON WITH OTHER COMMUNITIES.................................................................23 FINDINGS AND CONCLUSIONS.............................................................25 GENERAL.........................................................................................................................25 FINDINGS..........................................................................................................................25 249 LIST OF TABLES AND FIGURES Table 1. Calculated and Existing Impact Fees...........................:........................................... 2 Graph 1. Calculated and Existing Impact Fees Per ERU....................................................... 3 Table 2. Typical impact fee/Impact Fee Comparison (Single Family/1 ERU)' ..................... 4 Table 3. Water Current Cost Summary ..................................................................................13 SCHEDULE 4 Table 4. Wastewater Current Cost Summary' .......................... ' .......14 SCHEDULE 5 Table 5. Current Cost Summary for impact fee Calculation Purposes................................15 SCHEDULE 6 Table 6. Financing Assumptions...........................................................................................17 SCHEDULE 7 Table 7. Financing and Credit Coefficients...........................................................................17 SCHEDULE 8 Table 8. Calculation of Potable Water Impact Fee................................................................22 SCHEDULE 9 Table 9. Calculation of Wastewater Impact Fee....................................................................22 SCHEDULE 10 Table 1. Calculated and Existing Impact Fees.......................................................................23 SCHEDULE 11 Table 2 Typical impact fee/Impact Fee Comparison (Single Family/1 ERU)' .......................24 SCHEDULES SCHEDULE 1 SUMMARY OF ASSETS PROVIDED BY UTILITY SCHEDULE 2 DETERMINATION OF BOND FINANCING SCHEDULE 3 219 WATER PRODUCTION ASSETS SCHEDULE 4 218 WASTEWATER TREATMENT ASSETS SCHEDULE 5 235 GEN -ENG ASSETS SCHEDULE 6 257 BIO OPS ASSETS SCHEDULE 7 269 WATER DISTRIBUTION ASSETS SCHEDULE 8 WASTEWATER COLLECTION ASSETS SCHEDULE 9 OPPREY MARSH ASSETS SCHEDULE 10 TRANSMISSION ASSETS SCHEDULE 11 LAND ii 250 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27. 2018 EXECUTIVE SUMMARY OVERVIEW Indian River County (the "County") requested that Raftelis Financial Consultants, Inc. (Raftelis) update the Indian River County Department of Utility Services' (IRCDUS or "Utility") existing water and wastewater impact fees. Impact fees are directed at recovery of capital costs for major water and wastewater facilities. Impact fees were established pursuant to Ordinance 91-9 and amounts determined in 1999 with an effective date of October 1, 1999. Historically, impact fees were developed and designed to comply with common law findings; however, in 2006, Section 163.31801 F.S. was added providing specific statutory requirements. The statute was amended June 17, 2011 to be retroactive to July 1, 2009 and now provides that "In any action challenging an impact fee, the government has the burden of proving by a preponderance of the evidence that the imposition of amount of the fee meets the requirements of state legal precedent or this section." An impact fee is a mechanism to recover the costs of capacity related treatment and major backbone transmission facilities installed and funded by IRCDUS to provide service capacity benefits for new connections and existing connections requesting additional capacity. Impact fees are intended to mitigate all or a portion of the financial burden on existing customers to pay for capacity facilities that benefit future customers. Localized water distribution and wastewater collection facilities (such as water mains eight inches and less in diameter, gravity sewers, etc.) together with associated appurtenances and soft costs are generally contributed by the landowner/developer, provided through assessments or otherwise not funded by the IRCDUS, and are therefore, not included for cost recovery through impact fees. This study utilizes a "Buy In" based methodology, which assumes that new connections will utilize portions of both existing and new facilities; as compared to an "Incremental" based methodology that assumes a new set of service facilities is provided for each increment of new service. The approach to determining impact fee amounts for each functional service consists of dividing the adjusted facility costs (including financing costs less amounts recovered from grants and other sources) by the average day capacity of such facilities resulting in a cost per gallon per day (gpd) of capacity. The facilities included for cost recovery through impact fees are water and wastewater Treatment and Transmission (major backbone) facilities generally funded through resources of .IRCDUS (reserve funds, bond/loan proceeds, grants and contribution through agreements). Treatment and Transmission activities for water and wastewater are considered as the primary functional services for impact fee purposes. Current asset costs were identified by adjusting the actual/acquired. cost of each asset by the corresponding Engineering News Record Construction Cost Index based on the assets acquired date. Capacities for existing facilities were provided by the IRCDUS Engineering staff. Considerations for financing costs and credits associated with revenues provided from sources other than impact fees, were formulated based on the historic capital funding programs. The study process also included reviews on the appropriateness of the Level of Service (LOS) criteria contained in the existing Ordinance. The LOS criteria for water and wastewater generally correlate to engineering design standards, which are based on service area characteristics. After reviews and Executive Summary 1 1 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27- 2018 discussions with IRCDUS Engineering staff and historic experience with the IRCDUS customer characteristics, it was determined that the existing LOSS, of 250 gallons per day (gpd) average daily demand (ADD) for both a Water Equivalent Residential Unit (ERU) and Wastewater ERU remain appropriate. A summary of the existing and d impact fees for one ERU are provided in Table 1. It should be noted that the impact fee per connection for other than single family classification may vary based on the associated number of ERUs (i.e. level of service provided) Table 1. Calculated and Existing Impact Fees Potable Water 250 gpd/ERU $1,745.00 $1,577.50 $3,322.50 Wastewater 250 [gpd/ERU 2,410.00 11 1,670.00 4,080.00 Total $4,155.00 $3,247.50 $7,402.50 Potable Water Comparison Existing to Calculated ; Existing 250 gpd/ERU $320.00 $980.00 $1,300.00 Amount Difference $1,425.00 $600.00 $2,025.00 Percent Difference il 445% 61% 156% Wastewater Existing _ _ 250 7gp7ERU $2,087.00 11 $709.0.0 $2,796.00 Amount Difference $323.00 $961.00 $1,284.00' Percent Difference 15% It_ 136%46% Water and Wastewater Combined Existing250 gpd/ERU $2,407.00 IL 1,689.00 $4,096.00 Amount Difference $1,748.00 $1,558.50 $3,306.50 Percent Difference J1 73% 92% 81% Calculated and existing impact fees for the are also provided in Graph 1, which clearly illustrates the differences between the impact fees. Executive Summary 1 2 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 Graph 1. Calculated and Existing Impact Fees Per ERU CALCULATED AND EXISTING IMPACT FEES PER ERU $8,000 $7 402.50 $7,000 _ $6,000 sf /d $5,000 � —41 00 $4,096.00 $4,0000 00 - - 01 $3,000 $2,796.00 a. LOS 250 gpd $2,000 $1,000 300.00 `=So gPd 0 Existing Calculated 12 Potable Water Fd Wastewater Comparisons of the existing and updated impact fees of the County and those of Other Utilities for new residential water and wastewater connections (representative of 1 ERU for water and wastewater), are provided in Table 2. The amounts shown for Other Utilities are based on the schedules that were in effect as of October 1, 2017, and are exclusive of other customer service related fees applied to new system connections (i.e. tap fees, application fees, inspection fees, etc.) Caution should be taken when comparing impact fees/impact fees for many reasons including the following: 1. Compliance status with Chapter 163.31801 F.S.; 2. Cost used by others may not be representative of "Current Local Costs"; 3. Level of financing costs recovered; 4. The LOS criteria may be either higher or lower on either an equivalency or gallon per day per capita (gpdpc) basis; S. Other cost recovery credits from contributions, grants or other sources may be applicable; 6. Local government may elect to phase-in or not implement the total recovery amounts; and 7. Treatment processes and availability of resources may be different. Executive Summary 1 3 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 Table 2. Typical impact fee/Impact Fee Comparison (Single Family/1 ERU) 1 Existing $1,300.00 250 $2,796.00 250 $4,096.00 ; Calculated $3.322.50 250 $4.080 I 250 $7.402.50 Other Utilities City of Fellsmere $1,340.00 250 $249.50 250 $1,589.50 City of Melbourne $1,540.00 240 $2,210.00 240 $3,750.00 City of Vero Beach $1,499.00275 $2,290.00 250 $3,789.00 Martin County Utilities $1,710.00 250 $2,100.00 250 $3,810.00 City of Stuart L$J,933.00 t 250 L$2,092.00 250 $4,025.00 Brevard County Utilities $1,903.00 200 $2,257.00 200 $4,160.00 City of Port St. Lucie !L $2,060.00 250 _ L$2,430.00 1 250 [ $4,490.00 J Ft. Pierce Utilities Authority$1,841.00 300 $2,815.00 240 $4,656.00 ' City of Palm Bay $2,151.39F 2757$3,139.270 210 $5,290.59 St. Lucie County Utilities $3,773.00 300 $3,425.00 240 $7,198.00 Average of Other Utilities $1,975.04 0 $2,300.77 1'[ $4,275.81 1. Per each utility's equivalency criteria unless otherwise noted. FINDINGS AND CONCLUSION In the preparation of this Report, certain information provided by the IRCDUS and other entities has been used and relied upon. Such information includes, but is not limited to, the Utility's capital improvements, outstanding debt, periodic reports, capacity and cost data provided by the IRCDUS engineers, fee schedules for the County and other utilities, and other information provided by or through the IRCDUS. Additionally, reasonably conservative assumptions were developed to establish the basis for certain required study elements that are not, have not or cannot be specifically defined through existing data. To the extent that future conditions differ from those assumed and utilized in the Report, the results of the analyses may vary from those developed herein. FINDINGS 1. The IRCDUS service areas, for the most part, have similar customer characteristics and utilize the same uniform service standards. The expansion related capital improvement design standards are uniform and consistent throughout IRCDUS service area. Long term debt was used to acquire IRCDUS certain capacity related assets, which historically has been, currently is and projected to be amortized primarily from User Fee revenue. 4. The County's recordkeeping and engineering staff provided sufficient information to update the impact fees pursuant to the requirements of Florida statues. S. No near-term capacity expansion improvements were identified in the current CIP. 6. Pursuant to a recent billing frequency analysis the current LOS remains valid. Executive Summary 1 4 Indian River County Utilities Department Water and Wastewater Impact Fee Study CONCLUSIONS Based on the findings derived from the reviews and analysis provided herein, it is concluded that: 1. The update impact fees, developed are based on local current costs that reasonably reflect the costs for improvements :providing treatment and major transmission services that benefit new connections. 2. The impact fees developed herein reflect net amounts that are: • Equitable and .provide for reasonable recovery without exceeding current cost of the expansion related capital improvements associated with providing utility capacity to new connections; and • Take into consideration revenues derived from other sources that are anticipated to pay for a portion of the expansion related capital improvements. 3. The facility cost data and engineering design criteria provided by the IRCDUS Engineering staff for this study appear to be reasonable and representative. 4. No adjustments to the IRCDUS' current LOS standards are required. 5. IRCDUS currently imposes meter connection charges, deposits and other fees for new customers connecting to the system. Such fees are related to recovery of operating costs associated with establishing a new customer rather than capacity to serve the customer. As such, these other charges are not related to impact fees. 6. IRCDUS should update impact fees every five years or whenever significant level of change occurs to costs, capacities and/or LOS. 7. IRCDUS should consider conducting impact fee study reviews periodically (minimum of 3 - year intervals) or when there are any material capacity changes. Executive Summary 1 5 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 INTRODUCTION GENERAL IRCDUS' Impact Fees were established pursuant to Ordinance 91-9 and last updated August 18, 2015 through Ordinance 2015-011, which now may not adequately reflect the current cost of capacity related improvements required to address the current and near future service requirements. Impact fees paid by new and increased service connections are intended to recover a portion of facility costs for such services;, thereby, reducing or eliminating the burden on existing connections to subsidize improvements for the benefit of new service connections. Localized service facilities with associated appurtenances and soft costs (such as water mains eight inches and less in diameter, gravity sewers and other facilities) specifically limited to direct connection services are generally required to be contributed by the landowner/developer, funded through assessments or other mechanisms and are not included for cost recovery through impact fees. The purpose of the impact fee is to assign, to the extent practical, growth -related capital costs to those customers responsible for such additional costs. Sound financial and equitable cost recovery practice promotes the assignment of the identifiable additional growth -related capital costs for utility services to connections responsible for such costs rather than placing the burden on existing connections. Generally, this practice has been labeled as "growth paying for growth" without burden on existing connections. IMPACT FEE OVERVIEW Impact fees are referred to by several different terms including impact fees, capital charges, capital facility charges, facility fees, connection fees, capacity reservation charges, system development charges, capital connection charges or other similar terminology. In general, these are one-time charges established as a means to recover in whole or in part, but not to exceed, the costs associated with system capacity. Such capital costs generally include the construction of facilities together with general plant, engineering, administration, surveying, land, legal and financing costs. Historically, impact fees in Florida were a result of home rule powers with the requirements associated with the development, administration, accounting and expenditure governed by case law. However, in 2006, Section 163.31801 was added to the Florida Statues, which reinforced, enhanced; clarified and added to the provisions of case law. This section was amended in 2009 and Section 163.31801 F.S. is currently as follows: 163.31801 Impact Fees; short title; intent; definitions; ordinances levying Impact Fees. 1. This section may be cited as the "Florida Impact Fee Act." 2. The Legislature finds that impact fees are an important source of revenue for a local government to use in funding the infrastructure necessitated by new growth. The Legislature further finds that impact fees are an outgrowth of the home rule power of a local government to provide certain services within its jurisdiction. Due to the growth of impact fee collections and local governments' reliance on impact fees, it is the intent of the Legislature to ensure that, when a county or municipality adopts an impact fee by ordinance 256 Introduction 1 6 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 or a special district adopts an impact fee by resolution, the governing authority complies with this section. 3. An impact fee adopted by ordinance of a county or municipality or by resolution of a special district must, at minimum: a. Require that the calculation of the impact fee be based on the most recent and localized data. b. Provide for accounting and reporting of impact fee collections and expenditures. If a local governmental entity imposes an impact fee to address its infrastructure needs, the entity shall account for the revenues and expenditures of such impact fee in a separate accounting fund. c. Limit administrative charges for the collection of impact fees to actual costs. d. Require that notice be provided no less than 90 days before the effective date of an ordinance or resolution imposing a new or amended impact fee. 4. Audits of financial statements of local governmental entities and district school boards which are performed by a certified public accountant pursuant to s. 218.39 and submitted to the Auditor General must include an affidavit signed by the chief financial officer of the local governmental entity or district school board stating that the local governmental entity or district school board has complied with this section. 5. In any action challenging an impact fee, the government has the burden of proving by a preponderance of the evidence that the imposition or amount of the fee meets the requirements of state legal precedent or this section. The court may not use a deferential standard. History. —s. 9, ch. 2006-218; s.1, ch. 2009-49; s. 5, ch. 2009-96; s. 5, ch. 2011-14; s. 1, ch. 2011-149. Although the statute provides criteria, certain precedents originally set by common law need to be addressed to meet the legal requirements associated with impact fees. Common law precedent for impact fees in Florida was originally set in the landmark Florida Supreme Court decision, Contractors and Builders Association of Pinellas County vs. City of Dunedin. Florida. The litigation and judgment regarding the validity of capital -related fees provides that an equitable cost recovery mechanism, such as impact fees, can be levied for a specific purpose by a Florida municipality as a capital fee for services. In the ruling, the court identified certain conditions as necessarily present in order to have a valid fee. In general, the court decision addressed the following: 1. The impact fee should be reasonably equitable to all parties; that is, the amount of the fee must bear a relationship to the amount of services requested; 2. The schedule of fees and charges should be set up so that there is not an intentional windfall to existing users; 3. The impact fee should, to the extent practical, only cover the capital cost of construction and related costs thereto (engineering, legal, financing, administrative, etc.) for increases in or expansions of capacity or capital requirements that are required solely due to growth. Therefore; expenses due to normal renewal and replacement of a facility (e.g., replacement of a capital asset) should be borne by all users of the facility or municipality. Similarly, increased expenses due to operation and maintenance of that facility should be borne by all users of the facility; and 257 Introduction 1 7 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 4. The local government must adopt a revenue-producing ordinance that explicitly sets forth restrictions on revenues (uses thereof) that the imposition of the impact fee generates. Therefore, the funds collected from the impact fees should be retained in a separate account, and separate accounting must be made for those funds to ensure that they are used only for the lawful purposes described. Based on the criteria provided above, the development of impact fees herein will: 1) include local current costs of improvements associated with the capacities to serve new customers; 2) not reflect costs of improvements associated with the renewal and replacement (R&R) of existing capital assets that are allocable to existing users; and 3) not include any costs of operation and maintenance of the improvements associated with the IRCDUS. It is also important to note the relationship of the local government's Comprehensive Plan to the use of impact fees for funding incremental capital improvements. The Local Government Comprehensive Planning and Land Development Regulation Act requires capital expenditures and local development regulations to be consistent with the provisions of the Comprehensive Plan. OTHER CONSIDERATIONS In addition to the Dunedin decision, there have been several other landmark cases dealing with the levying of impact fees in Florida. In the Hollywood, Inc. vs. Broward County case, a challenge was made regarding the applicability of levying impact fees for parks and recreation. Essentially, the Broward County ordinance provided for a park contribution agreement between the developer and the County and directed that a fee per residential unit be collected. The court upheld the imposition of the fee and addressed the more difficult question of whether the ordinance was constitutional. The major criteria associated with this case dealt with whether the fee was correlated to the benefit received (the "Rational Nexus Test"). As stated in the decision, the government must show a reasonable connection or correlation between the expenditures of the funds collected and the benefits that accrue to the payee. In order to satisfy this requirement, the ordinance must specifically earmark impact fee funds for acquiring capital improvements that benefit new residents. Palm Beach County adopted a "Fair Share Contribution for Road Improvements" ordinance requiring payment of a transportation impact fee prior to the issuance of a building permit to address a degrading level of service resulting from growth. The impact fee based on estimated trip generation rates for particular customer classes survived a challenge by the Home Builders and Contractors Association of Palm Beach County per the findings that the fee was not a tax having met the Rational Nexus Test. The courts in Florida determined and affirmed that impact fees are valid to fund increased capital cost associated with the incremental improvements for growth. Specifically, impact fees must represent the incremental cost of the capital improvements to provide services for increased growth of the jurisdiction and some reasonable basis must exist between the amount of the fee and the benefits accrued to the new or incremental customer. Furthermore, impact fees are not considered special assessments or additional taxes. A special assessment is predicated upon an estimated increment in value to the property assessed by virtue of the improvement being constructed in the 258 Introduction 1 8 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 vicinity of the property and the assessment must be directly and reasonably related to the benefit the property receives. impact fees are directly related to the value of the improvement and level of service provided to the property. With respect to taxes, impact fees are distinguishable primarily in the direct relationship between the impact fee amount and the measurable quantity of benefits/improvements. Regarding taxation, there are no requirements that payments be in proportion to the quantity of public services consumed and funds received by a local government from taxes can be expended for any legitimate public purpose. It should be further noted that the calculation of impact fees involves the use of a significant amount of historical capital cost, funding and engineering data. To this extent, the courts have also stated that: "costs of expansion" may sometimes be difficult to identify precisely when certain kinds of capital expenditures are made: in this matter, too. "perfection is not the standard of municipal duty." Rutherford v. City of Omaha, supra 160 N.W.2d at 228. The above represents a very limited non -legal overview of impact fees/impact fees legal criteria for general information purposes only. No legal assurances are given nor should any be interpreted by the reader on the summary provided herein. Actual legal opinion should be obtained from the County's legal counsel on such matters. 259 Introduction 1 9 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 METHODOLOGY AND APPROACH GENERAL The selection and use of a methodology and approach are vital in development of impact fees that fully comply with applicable statutes and case law. Since there are several different methodologies it is important the background of the capital costs providing benefits and delivery of benefits are fully understood. BACKGROUND Properties within the IRCDUS' service area are provided water and wastewater services through seven distinguishable utility functional service facilities consisting of: 1) Water Treatment; 2) Water Transmission; 3) Localized Water Distribution; 4) Localized Wastewater Collection; S) Wastewater Transmission; and 6) Wastewater Treatment. These functional service facilities are further described below along with an additional category of Physical Connection. • Water Treatment facilities generally consist of source of supply, raw water transmission piping, treatment equipment and buildings, storage tanks and high service pumping. • Water Transmission facilities consist of selected water mains serving as the backbone piping together with associated remote storage and high service pumping equipment providing water at suitable quantities and pressure to the localized water distribution facilities. • Wastewater Transmission facilities consist of interceptor (trunk) gravity lines, master - pumping stations, and selected force mains serving as the backbone piping transferring wastewater from localized wastewater collection facilities to the wastewater plant. • Localized Water Distribution and Wastewater Collection facilities consist of localized piping and equipment that serve as the conduit for water and wastewater services between the water and wastewater Transmission facilities and the customer's point of Physical Connection. • Wastewater Treatment facilities generally consist of treatment, disposal and sludge management equipment and buildings. • Physical Connection facilities are those items associated with the customer's point of connection, such as water meters, laterals, meter boxes, etc. Cost recovery through impact fees is limited to water, wastewater and reclaimed water facilities associated with only the Treatment and Transmission (major backbone) facilities. Such facilities are generally funded through resources of the Utility including bond proceeds, loans, grants, developer agreements, and IRCDUS reserve funds. Treatment and Transmission facilities for water, wastewater and reclaimed water are considered as the primary functional services facilities for impact fee purposes. The remaining Localized Distribution and Collection, and Physical Connection facilities are site specific with costs that can vary from location to location within the service area. Therefore, the IRCDUS uniform extension policy should require that such Localized Distribution and Collection, and Physical Connection costs be paid through developer contributions, assessments programs or other methods that do not involve subsidies by properties not benefiting from such facilities. Methodology and Approach 1 10 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 IMPACT FEE METHODOLOGY AND APPROACH This study utilizes a "Buy In" based methodology, which assumes that new service connections will utilize portions of both existing and new facilities; as compared to an "Incremental" based methodology that assumes a new set of service facilities is provided for each new service connection. The approach to determining the impact fee for each functional service consists of dividing the adjusted facilities costs by the average day capacity of such as resulting in an adjusted cost per gallon per day (gpd) of capacity. The impact fee methodology provides that the amount to be recovered adequately and reasonably represents the current costs of expansion facilities consistent with the LOS provided by the Utility. More specifically, the methodology uses current costs, plus financing costs, less any related cost recovery from other sources resulting in the establishment of the total cost basis. The cost basis is then divided by the average daily demand (ADD) facility capacities taking into consideration maximum day, line losses, inflow and infiltration and other operating criteria. The impact fee amount to be charge is determined by LOS needs, which are also representative of ADD criteria. The approach to address the methodology is predicated on establishing a uniform cost per unit of capacity for each area of functional service. These uniform costs per unit of capacity are then related to the LOS capacity associated for each customer class, size of connection or other criteria relative to the connection's request for service. Identification of current expansion facility cost and related capacities for the IRCDUS functional services along with the LOS criteria for water and wastewater service provides the basis for the cost per unit of capacity relationship. A total current facility cost on a benefit and consistent capacity basis, as allocated and apportioned utilizing the appropriate functional services and LOS criteria, is identified for each functional service area. The total current facility cost is adjusted to consider financing cost and interest, less credit for contributions, grants, and/or amounts included in User Fees for the amortization of debt related to the capital facilities. This results in the current cost basis for each of the primaryfunctional services. The related capacities are also adjusted to consider unaccounted for water for water and reclaimed water, and infiltration and inflow for wastewater. The costs per unit of capacity for each of the primary functional services are determined utilizing the current cost basis and adjusted LOS capacities. The tasks associated with this approach consist of identifying: 1. Current costs for each functional service element based on information provided by the IRCDUS staff. This information consists of recently completed, ongoing and master plan improvements that either represent or are adjusted to reflect facility costs associated with complete functional services, including land, general plant, engineering, permitting and all other relative soft costs. 2. Relative capacity and engineering design criteria for each functional service component associated with the project costs. 3. Historic and current policies on funding capital cost for Treatment and Transmission functional service facilities. 4. Relative financing costs and interest expense associated with the funding policies of IRCDUS. S. Credits attributed to cost recovery provide by other sources. 6. Relative cost per unit of capacity. Methodology and Approach 1 11 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 Data for the identification of current expansion facility costs and related capacities were obtained from one or more .of four primary sources consisting of. 1) the IRCDUS Engineering staff; 2) debt, grant and other funding documents, and/or 3) engineering criteria, planning documents and operatingrecords of IRCDUS. As previously discussed, credits or adjustments to eliminate the potential of double payment or over recovery of facility costs are considered based on the IRCDUS' current financing policies, capital structure and relative amount of expansion facilities funded from existing debt. Capacities associated with the Treatment and Transmission facilities were obtained from IRCDUS Engineering staffs, which include consideration of maximum day demand, fire flow and unaccounted- for water. Wastewater capacity analyses are generally based on the.average day design capacity of the wastewater treatment plant. Wastewater Transmission capacities are rated with consideration for infiltration and inflow; however, certain factors used for water are not applicable and therefore excluded from the evaluation. Methodology and Approach 1 12 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 EXPANSION FACILITY COSTS AND CAPACITIES GENERAL The current and local expansion facility costs and related capacities utilized herein were provided by IRCDUS Engineering staff. The current and local facility costs were formulated by indexing the original expansion facility costs using a nationally recognized construction inflation index suitable for the local area along with estimates of approved expansion related components of the Capital Improvement Program (CIP). Pursuant to the selected methodology and approach, impact fees are intended to recover costs associated with Water Treatment, Water Transmission, Wastewater Transmission, Wastewater Treatment and Wastewater Disposal. The objective of this section is to accumulate on a uniform basis the expansion facility costs that will be utilized in the development of the impact fees. WATER TREATMENT AND TRANSMISSION Water Treatment facilities consist of source of supply and treatment plants including any storage and high service pumping that are located within the treatment plant site. Water Transmission facilities consist of piping 10.0 -inches and larger in diameter including storage and high service pumping located within the transmission corridor. Localized piping generally consisting of water lines 8.0 - inches and less in diameter are not considered Water Transmission facilities. The current cost and capacity for both the existing facilities and those anticipated to be constructed through the CIP in the near future are shown in Table 3. The existing and CIP costs are based on data provided by the IRCDUS Engineering staff and reflect current costs for 2017. It should be noted that Land associated with each category of facility are included within subject item. Table 3. Water Current Cost Summary WASTEWATER TRANSMISSION AND TREATMENT Wastewater Treatment facilities consist of wastewater treatment plants and any direct disposal facilities including facilities for production of reclaimed water, which is considered a wastewater disposal activity. Wastewater Transmission facilities consist of force mains, interceptor gravity Expansion Facility Capital Costs and Capacities 1 13 Treatment Supply & Plant $113,840,839 $0 $113,840,839 General Plant 4,322,161 - 4,322,161 Subtotal Treatment $1.1.8_,163,0.00_ !P $0L_$118,163,000 Transmission Mains $109,043,937 $0 $109,043,937 In Line Facilities3 2,367,476 - 21367,476 Total Transmission $111,411,413 ,j $0 $111,411,413 Total Water $229,574,413 $0 $229,574,413 1. Categorized facilities and costs identified from County's asset records, see Schedu_ le 1 2. Includes land. 3. In Line Facilities consist of remote _storage and pumping facilities. WASTEWATER TRANSMISSION AND TREATMENT Wastewater Treatment facilities consist of wastewater treatment plants and any direct disposal facilities including facilities for production of reclaimed water, which is considered a wastewater disposal activity. Wastewater Transmission facilities consist of force mains, interceptor gravity Expansion Facility Capital Costs and Capacities 1 13 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 sewers and master pumping stations located throughout the service area. Localized collection facilities consisting mainly of gravity sewers, vacuum, low pressure systems and other non - conventional collection systems, and lift stations are not included as Wastewater Transmission facilities. The existing and CIP Wastewater Treatment and Transmission costs and capacities are shown in Table 4. The existing and CIP costs are based on data provided by IRCDUS Engineering staff and reflect current costs for 2017. It should be noted that Land associated with each category of facility are included within subject item. Table 4. Wastewater Current Cost Summary' Existing CIP 1. 7 Transmission Mains $77,761,141 $0IL $77,761,141 In Line Facilities2 12,137,345 - 12,137,345 ] Subtotal Transmission $89,898,486 L_ _$0_] $89,898,486 Treatment Planta $112,587,8501 $0 $112,587,850 General Plant 4,322,161 - 4,322,161 Subtotal Treatment ( $116,910,010 ,G $0 $116,910,010 j Total Wastewater $206,808,496 $0 $206,808,496 L _Categorized facilities and costs, identified from County's asset records, see Schedule 1. 2. In Line Facilities consist of remote pumping facilities. 3. Includes land. TREATMENT AND TRANSMISSION COSTS AND CAPACITY SUMMARY Development of a utility system generally requires sizing facility capacities to meet the economic and other constraints, which in many cases results in major system components being sized differently. As an example, it would be incorrect to sum the costs of facilities with different capacities and then divide by the sum, average or some other selected capacity amount. Therefore, to identify costs on a uniform basis, the approach herein uses a process to identify cost of major components on a consistent basis, wherein, all Plant components regardless of actual capacity are mathematically adjusted to a uniform capacity. The purpose of the consistent capacity basis calculation is to ensure that the collective costs accurately reflect a specified level of capacity. A current cost summary for impact fee calculation purposes is presented in Table 5, which contains two sections. The Section A reflects each facility category component capacity and costs as identified in Tables 1 and 2. The Section B reflects the facility category costs adjusted to a consistent capacity basis. Costs identified in the second section (consistent capacity basis) together with the associated uniform capacities are used for calculating the impact fees. The capacities for these facilities were also provided by IRCDUS Engineering staff and for the most part represent the design and permitted capacity of the facilities in each category. General Plant capacity for water and wastewater is based on annual three-month average daily flows. Expansion Facility Capital Costs and Capacities 1 14 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 Table 5. Current Cost Summary for impact fee Calculation Purposes Section A. costs and Capacities Treatment Plantz $113,840,839 23.00 $112,587,850. 12.87 General Plant 4,322,161 28.00 4,322,161 28.00 Subtotal $118,163,000 $116,910,010 Transmission Mains $109,043,937 28.00 $77,761,141 14.50 Subtotal $111,411,413 $89,898,486 Total [$229,574,413 J $206,808,496 Section_B. Cost _on_a Consistent Capacity_Basis _ Treatment Plante $113,841,000 $112,588,000 General Plant 3,550,000 1,987,000 ! Subtotal $117,391,00011 23.00 L$114,575,000 12.87 Transmission Mains ;$109,044,000 $77,761,000 In Line Facilities 2,367,000 11,733,000 Subtotal $111,411,0001 28.00 $89,494,000 14.50 Total $228,802,000 $204,069,000 1._Capacity_provided by_ IRCDUS,Engineering staff , 2. Includes land. Expansion Facility Capital Costs and Capacities 1 15 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 CAPITAL FINANCING AND CREDIT CRITERIA ASSUMPTIONS GENERAL Development of impact fees for full cost recovery requires the consideration of credits. Credits consist of funding or revenue sources such as. grants, contributions and debt service payments from User Fees. The Utility's capital financing structure historically utilized combinations of Impact Fee reserve funds, long-term debt, existing non -restricted reserves and contributions to fund improvements, upgrades and expansions. As a result, it is necessary to account for not only the principal, but also issuance costs and interest (financing costs) associated with long-term debt. These financing costs directly relate to the benefits provided by expansion improvements. Cash flows derived from impact fees generally do not coincide with the need to pay for expansion projects and/or related debt service requirements; therefore, it is necessary for the Utility to utilize other sources of revenues, such as reserves and User Fees, to address all or portions of the expansion capital improvement funding and/or related debt service requirements. Pursuant to a review of the existing bond documents, the funds derived from impact fees can be utilized to pay for expansion related debt service provide the IRCDUS is in compliance with rate covenants. Therefore, to eliminate any occurrence of a connection paying twice for capacity (once through impact fees and then again for annual debt service through User Fees) credits are incorporated to address the amounts provided by other revenue sources, primarily user fee revenue, in the development of the updated impact fees. FINANCING ASSUMPTIONS The process to determine CIP financing levels and costs for appropriate credits consist of utilizing historic financing data to developing criteria and assumptions associated with: 1) the relative portion of expansion funded by debt; 2) the financing terms associated with the Utility's capital funding programs; 3) the portion of the expansion related debt service to be paid by impact fees, if any; and 4) the relative portion of debt service paid by other revenue sources. Expansion Funded by Debt A review of the IRCDUS historical funding activities identified that approximately 24 percent of the existing Water Treatment and Transmission facilities and approximately 28 percent of the existing Wastewater Treatment and Transmission facilities were funded from debt, as shown in Schedule 2. Financing Terms Long-term debt financing terms, for the purpose of this study, consist of: 1) the weighted average number of years based on existing remaining debt years; 2) aggregate average interest rate of existing debt of 4.89 percent; 3) issuance cost at 1.30 percent; and 4) no capitalized interest. These criteria and assumptions are used to develop the Financing and Credit Coefficients summarized in Table 6. 266 Capital Financing Assumptions and Credit Criteria 1 16 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 Table 6. Financing Assumptions t Debt Funded 1 24.00% 35.00% Amortized by Impact Feer 25.00% 75.00% Term (Years) 9 9 Interest Rate 4.89% 4.89% Issuance Expense 1.30% 1.30% 1. See Schedule 2 77777-711 FINANCING AND CREDIT COEFFICIENTS The financing assumptions are used to develop individual coefficients that cumulatively reflect the total facility costs relating to the policies and practice used by the IRCDUS for funding of the capacity facilities. The cost components include: 1) debt financing costs; 2) debt interest expense; and 3) credits arising from: (a) grants, and (b) cost recovery for expansion improvements derived from sources other than impact fees (primarily User Fees). The historic and current capital funding program utilizes two primary sources of funding for expansion related improvements: 1) Direct, which are impact fee reserves that are used to pay the cost of expansion related improvements; and 2) Debt, which consist of proceeds derived from bond issues and other forms of debt. A summary of the financing and credit coefficients associated with the total requirements and amount anticipated to be recovered from sources other than Impact Fees is provided in Table 7 based on the Funding Assumptions provided in Table 6. Table 7. Financing and Credit Coefficients IF Requirement $0.8341 The allocated amounts in Table 5 can be read as follows: For Water $0.9740 • Of each $1.00 in facility cost, $0.76 is Direct and $0.24 is provided from Debt. • In addition, each $0.24 in Debt requires $0.0032 in Financing Costs plus $0.0531 net present value (NPV) of Interest Expense. • As accumulated, each $1.00 in facility costs results in a NPV of $1.0563 in total requirements. • However, each $1.00 in facility costs can be reduced by the NPV of credits provided by User Fees amounting to $0.2222, which reduces the Impact Fee Requirement to $0.8341. 267 Capital Financing Assumptions and Credit Criteria 1 17 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 For Wastewater • Of each $1.00 in facility cost, $0.65 is Direct and $0.35 is provided from Debt. • In addition, each $0.35 in Debt requires $0.0046 in Financing Costs and $0.0620 net present value (NPV) of Interest Expense. • As accumulated, each $1.00 in facility costs results in a NPV of $1.0821 in total requirements. • However, each $1.00 in facility costs can be reduced by the NPV of credits provided by User Fees amounting to $0.1080, which reduces the Impact Fee Requirement to $0.9740 (amounts in Table 5 and graphs may be off due to rounding of last number) The graphs provided below further illustrate the relationships between the Total Requirements and Cost Recovery. Water Facility Cost Allocation Wastewater Facility Cost Allocation $0.0531 $0.0032 $0.0774 $0.0046 0.2400 0.3500 $0.7600 $0.6500 i o Int. Exp o Fin. Cost o Int. Exp d Fin. Cost ... Direct 13 Debt Proceeds ❑ Direct- o Debt Proceeds Water Facility Cost Recovery 22211 $0.8341 Q Impact Fees a Other Revenues Wastewater Facility Cost Recovery $0.1080 _ El Impact Fees a Other Revenues As provided in Table 5 and illustrated in the left graphs, each dollar of facility expansion related construction increases the total requirements due to financing costs and NPV of interest expense. The graph on the right illustrates the approximate amounts being designed to be recovered from impact fees and other revenues. 268 Capital Financing Assumptions and Credit Criteria 1 18 Indian River County Utilities Department Water and Wastewater Impact FeeStudy September 27, 2018 Ideally, impact fees would fund 100 percent of the expansion related improvements. However, there are two primary reasons why impact fees are based on only a portion of the total facility cost: first, construction proceeds are required in advance to construct the facilities and sufficient impact fees are generally not available until a significant number of connections occur; and second, impact fees cannot be relied upon to provide for the annual debt service payments, requiring that a significant portion, if not all, of debt service associated with expansion facilities is provided from User Fees, thereby, reducing the amount to be recovered from impact fees. 269 Capital Financing Assumptions and Credit Criteria 1 19 Indian River County U:tilities Department Water and Wastewater Impact Fee Study September 27, 2018 LEVEL OF SERVICE GENERAL The approach to developing impact fees takes into consideration the County's policy regarding LOS, for each of the functional services. The LOS is an important element that contributes to equitable recovery of costs and should reflect the potential flow characteristics of customers within the IRCDUS' service area. LEVEL OF SERVICE STANDARDS The amount of impact fee required from all new and some renovated service connections are determined on an equivalency basis utilizing an ERU basis for the LOS of each connection. An ERU, as set by the existing Ordinance, is equal to the average daily flow (ADF) of one single-family residential connection. The LOS standards are set forth in the County's Code of Ordinances Title IX Land Development Regulation Section 910.10 - Level of Service Standards Established in the Comprehensive Plan provisions 2 and 4: (2) Potable water. The level of service standards for the county's potable water facilities of two hundred fifty (250) gallons per day (GPD) per equivalent residential unit (ERU), based on County Ordinance No. 84-18, are hereby adopted and shall be utilized for determining the availability of facility capacity and the demand generated by a development. (4) Sanitary sewer. The level of service standards for the county's sanitary sewer facilities of two hundred fifty (250) gallons per day (GPD) per equivalent residential unit (ERU) based on county Ordinance 84-18, with a peak monthly flow factor of 1.25 are hereby adopted and shall be utilized for determining the availability of facility capacity and the demand generated by a development. Connections other than single-family residences are assigned an ERU value pursuant to factors also established in the Section 201.07 of the County's Code of Ordinance related to criteria based upon the type of connection/establishment. Such criteria can include the number of multi -family dwellings, seating capacities, number of pupils, square footage, etc. APPROPRIATENESS OF EXISTING LEVEL OF SERVICE STANDARDS The LOS for water and wastewater should reasonably reflect the ADD associated with the connection's user characteristics. A review of data derived from a recent billing frequency analysis together with historical knowledge of usage and discussions with IRCDUS Engineering staff strongly indicates that the LOS defined in the current Ordinance are reasonably appropriate. 270 Level of Service 1 20 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 CALCULATION OF IMPACT FEES GENERAL The critical elements required for development of the impact fees consist of identifying the Net Cost Per Gallon of Capacity and extending such amount by LOS gallons for each of the primary functional services. Current costs identified on a consistent capacity basis, including provisions for financing costs and credits, are divided by the reconciled capacity of each primary functional service taking into consideration maximum day requirements, ADD, unaccounted water losses, and inflow and infiltration (I&I). NET COST PER GALLON OF CAPACITY Prior sections of this Report provided the cost basis, system capacities, LOS and financing assumptions for each functional service. In determining the impact fee for each functional service, it is necessary to: 1) include costs incurred for funding the capital improvements; and 2) subtract probable amounts provided from sources other than impact fees. The amount remaining after these adjustments represents the Total Current Cost Basis that is used to determine the Net Cost Per Gallon of Capacity. The Total Current Cost Basis for each functional service is calculated by adding amounts associated with financing and subtracting credits. The results are then divided by the adjusted ADD service capacity for each functional service, including any necessary adjustments for unaccounted water and I&I. The Average Day capacity for water is derived at by adjusting the total treatment capacity by the maximum day factor followed by reducing it further using the unaccounted-for water criteria. The maximum day factor of 1.50 and the unaccounted-for water factor of 8.50 percent used in this study were both based on information provided by IRCDUS Engineering staff. Wastewater I&I is generally considered to be in the 10 percent range and based on the condition of the wastewater collection system this level of 10.0 percent appears to be appropriate for I&I. The Net Cost Per Gallon of capacity in the calculation processes, reflects the maximum amount that can be recovered per gallon of service through impact fees. The gallons of service, or LOS, at the point of connection, are 250 gpd per ERU for water and 250 gpd per ERU for wastewater. CALCULATION OF CAPACITY TREATMENT AND TRANSMISSION IMPACT FEES The calculation of Water and Wastewater Treatment and Transmission impact fees based on the data and assumptions discussed heretofore are provided in Tables 8 and 9. These tables also show the progression of costs associated with each functional facility along with the User Fee Credits that reduces the amounts to be recovered from impact fees. The first portion of each table provides for the current costs and credits associated with Treatment and Transmission improvements. The second portion addresses the capacity criteria, which when divided into the Total Current Cost basis provides the Net Cost Per Gallon of capacity. The third portion of each table identifies the LOS and impact fee at the identified LOS. Calculation of Impact Fees 1 21 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 Table 8. Calculation of Potable Water Impact Fee Current Cost Basis: $117,391,000 $111,411,000 $228,802,000 Financin.Cost 371,000) 352,00.0 723,000 Interest Expense(NPVI 6,234,000 5,917,000 12,151,000 User Fee Credit (NPV) Total -Current -Cost -Basis 123,996,000 26,084,000 $97,912,000 $__117,680,000 $24 24,755,000 5 $92,925,000 $19 [ Total Capacity in MGD 2_ _3.00_)1 28.00y� Maximum Day Factor 1.50 1.74 Average Dav Capacity in MGD 1 15.33 16.09 Unaccounted For Water 8.50% 8.50% Level of Service Capacity_MG_D 14.03 14.72 Fee Determinants: [ Net Cost Per Gallon of Capaci$6.98 $6.31 $13.29 J Level of Service (gpd) 250 250 Impact Fee —7 $1,745.00 $1,577.50 $3,322.50 Table 9. Calculation of Wastewater Impact Fee Current Cost Basis: $114,575,000 $89,494,000 $204,069,000 Financing Cost 5-2 6,60-07F 413,000 941,000 Interest Expense (NPV) 8,874,000 6,931,000 15,805,000 Subtotal $123,977,000 $96,838,000 11 $220,815,000 User Fee Credit (NPV) 12,376,000 9,667,000 22,043,000 Total Current Cost Basis $111,601,000 $87,171,000 $198,772,000 Capacity: Average Day Capacity in MGD Allowance for Infiltration and Inflow 12.87 14.50 10.00% 10.00% _Level of Service Capacity MGD 11.58 13.05 Impact Fee Determinants: Net Cost Per Gallon of Capacity $9.64 $6.68 $16.32 Level of Service (gpd) 250 250 Impact Fee $2,410.00 —$T,-6-7o.b7oj $4,080.00 Calculation of Impact Fees 1 22 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 SUMMARY A summary of the calculated and existing impact fees for one ERU are provided in Table 1. It should be noted that the impact fee per connection for other than single family classification may vary based on the associated number of ERU required as defined in the Indian River County Code (i.e. level of service provided) Table 1. Calculated and Existing Impact Fees Potable Water 250 _gpd/ERU $1,745.00 $1,577.50 $3,322.50 Wastewater_ - _1 250 gpd/ERU 2,410.00 1,670.00 4,080.00 Total i $4,155.00 $3,247.50 $7.402.501 Potable Water Existing25Q gpd] $320.00 11 $980.00 $1,300.00 Amount Difference $1,425.00 $600.00 $2,025.00 Percent Difference 445% 61% 156% Wastewater _Existing_ __ 250 �gpd�%ERU 1L $2,087.00 1 $709.00 $2,796.00 Amount Difference $323.00 $961.00 $1,284.00 Percent Difference 11 15% 11 136% 46% Water and Wastewater Combined Existing 250 J19—] $2,407.00 I $1,689.00 $4,096.00 Amount Difference $1,748.00 $1,558.50 $3,306.50_ Percent Difference 73% 92% 81% COMPARISON WITH OTHER COMMUNITIES The comparisons provided in Table 2 identify the capacity -related charges for new residential water and wastewater connections for one equivalency pursuant to IRCDUS existing and calculated impact fees and those of other communities. The amounts shown for other communities are based on the schedules in effect as of October 1, 2017, and do not include other customer service related fees applied to new connections (i.e. tap fees, application fees, inspection fees, etc.) Caution should be taken when comparing the impact fees of different utilities for many reasons including the following: 1. Treatment processes and availability of resources may be different; 2. Cost used by others may not be representative of "Current Local Costs;" 3. The LOS criteria can be different per equivalency or gallon per day per capita (gpdpc) basis; 4. Cost recovery from contributions, grants or other sources may be applicable or different; and 5. Local governments may elect to phase-in or not implement the total impact fee cost recovery amounts. Calculation of Impact Fees 1 23 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 Table 2 Typical impact fee/Impact Fee Comparison (Single Family/1 ERU)1 Indian River County_ Existing Calculated Other Utilities City of Fellsmere City of Melbourne City of Vero Beach Martin County Utilities City of Stuart Brevard County Utilities City of Port St. Lucie $1,300.00 250 $2,796.00 250 $3,3 2 2.5911 250 1' $4,080.00 250 $1,340.00 1 250 $249.50 250 $4,096.00 j $7,402.50 $1,589.50' $3,750.00 j $3,789.00 $3,810.00 $4,025.00 $4,160.00 $4,490.00 L L. rer eacn unncy s_equivaiency crireria uniess ornerwise norea. Calculation of Impact Fees 1 24 274 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 FINDINGS AND CONCLUSIONS GENERAL In the preparation of this Report, certain information provided by IRCDUS and other entities has been used and relied upon. Such information includes, but is not limited to, the capital improvements, outstanding debt, periodic reports, capacity and cost data provided by IRCDUS Engineers, fee schedules for the County and other utilities, and other information provided by or through IRCDUS. Additionally, reasonably conservative assumptions were developed to establish the basis for certain required study elements that are not, have not or cannot be specifically defined through existing data. To the extent that future conditions differ from those assumed and utilized in the Report, the results of the analyses may vary from those developed herein. FINDINGS 1. The IRCDUS service areas, for the most part, have similar customer characteristics and utilize the same uniform service standards. 2. The expansion related capital improvement design standards are uniform and consistent throughout IRCDUS service area. 3. Long term debt was used to acquire IRCDUS certain capacity related assets, which historically has been, currently is and projected to be amortized primarily from User Fee revenue. 4. The County's recordkeeping and engineering staff provided sufficient information to update the impact fees pursuant to the requirements of Florida statues. S. No near-term capacity expansion improvements were identified in the current CIP. 6. Pursuant to a recent billing frequency analysis the current LOS remains valid. CONCLUSIONS Based on the findings derived from the reviews and analysis provided herein, it is concluded that: 1. The update impact fees developed are based on local current costs that reasonably reflect the costs for improvements providing treatment and major transmission services that benefit new connections. 2. The impact fees developed herein reflect net amounts that are: • Equitable and provide for reasonable recovery without exceeding current cost of the related capital improvements associated with providing utility capacity to new expansion connections; and • Take into consideration revenues derived from other sources that are anticipated to pay for a portion of the expansion related capital improvements. 3. The facility cost data and engineering design criteria provided by the IRCDUS Engineering staff for this study appear to be reasonable and representative. 4. No adjustments to the IRCDUS' current LOS standards are required. 5. IRCDUS currently imposes meter connection charges, deposits and other fees for new customers connecting to the system. Such fees are related to recovery of operating costs associated with establishing a new customer rather than capacity to serve the customer. As such, these other charges are not related to impact fees. Findings and Conclusions 1 25 Indian River County Utilities Department Water and Wastewater Impact Fee Study September 27, 2018 6. IRCDUS should update impact fees every five years or whenever significant level of change occurs to costs, capacities and/or LOS. 7. IRCDUS should consider conducting impact fee study reviews periodically (minimum of 3 - year intervals) or when there are any material capacity changes. Findings and Conclusions 1 .26 218 Wastewater Treatment 219 Water Production 235 General - Engineering 257 Bio Ops 265 Customer Service 268 Wastewater Collection 269 Water Distribution 282 Osprey Marsh Subtotal Delete Subtotal Transmission Land Subtotal Total Schedule 1 Summary of Asset Provide by IRCDUS Water Wastewater Treatment Transmission In -Line Treatment Transmission In -Line General Plant $0 $4,043,180 $0 $75,846,996 $37,658,208 $7,359,828 $0 92,380,080 92,589,249 2,208,628 0 0 0 216,720 0 0 0 0 0 0 7,862,499 0 0 0 16,512,702 0 0 0 0 0 0 0 0 0 0 0 1,906 13,532 15,721,365 75,922,943 4,757,322 11,42.0 10,232,534 65,137,253 0 0 424,964 20,195 0 9,893,422 0 0 0 0 0 0 $112,506,036 $161,771,588 $2,222,160 $108,081,063 $114,006,114 $12,137,345 $8,090,640 $0 -$161,771,588 $0 $0 -$114,006,114 $0 $0 $112,506,036 $0 $2,222160 $108,081,063 $0 $12,137,345 $8,090,640 $0 $109,043,937 $2,222,160 $0 $77,761,141 $12,137,345 $0 1,334,803 0 145,316 4,506,787 0 0 553,681 $1,334,803 $109,043,937 $2,367,476 $4,506,787 $77,761,141 $12,137,345 $553,681 $113,840,839 $109,043,937 $2,367,476 $112,587,850 $77,761,141 $12,137,345 $8,644,321 277 Schedule 2 Determination of Bond Financing Series 1993 1996 2015 Total Water Plant $1,125,000 $9,000,000 $9,0.00;000 $19,125,000 Storage 3,200,000 0 0 3,200,000 Storage 975,000 0 0 975,000 Lines 3,200,000 1,000,0.00 0 4,200,000 Acquisition 0 2,500,000 0 2,500,000 Total Bonds $8,500,000 $12,500,000 $9,000,000 $30,000,000 Original Asset Cost $126,618,542 Percent Bond Funded 23.69% Wastewater Plant $4,300,000 $12,500,000 $12,500,000 $29,300,000 Lines 4,900,000 2,130,000 0 7,030,000 Acquisition 0 2,500,000 0 2,500,000 Total Bonds $9,200,000 $17,130,000 $12,500,000 $38,830,000 Original Asset Cost $111,953,053 Percent Bond Funded 34.68% 278 Schedule 3 219 Water Treatment Asset Summary Facility ENR CCI Classification ACQ COST Current Cost Wastewater Treatment Plant WWT $0 $0 In-Line/Off Site Master Pumping Stations WWIL $0 $0 General Plant GP $177,638 $216,720 Water Treatment Plant WT $59,785,442 $92,380,080 In-Line/Off Site High Service Pumping & Stroage WIL $1,132,185 $2,208,628 Wastewater Collection WWC $0 $0 Water Distribution System WD $48,253,603 $92,589,249 Cannot Tie To Project CTTP $1,438,623 $2,580,737 1 of 5 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 6146A 7065 IXORA WAREHOUSE BUILDING GP 09/30/09 $151,013 1.2063 $182,167 139830 8058 MIRAFLORES WATER LINE WD 11/01/91 23,970 2.1382 51,252 137840 8058 NO. BEACH EXPANSION - WELLS WT 01/30/92 139,424 2.0738 289,141 71620 8060 WATER DISTRIBUTION SYSTEM WD 02/01/82 151,857 2.7027 410,431 71630 8060 WATER REPUMP STATION WIL 02/01/82 95,000 2.7027 256,761 71740 8060 WATER DISTRIBUTION SYSTEM WD 02/01/82 379,831 2.7027 1,026,586 137880 8060 NEWPORT ISLAND WATER SYS. WD 02/07/92 47,563 2.0738 98,637 138530 8058 8TH ST. CONNECTING WATER LINE WD 02/24/92 19,309 2.0738 40,044 138540 8060 23RD AVE./NO.OF 8TH ST. WATER WD 02/24/92 19,579 2.0738 40,603 138550 8060 25TH AVE./NO.OF 8TH ST WATER WD 02/24/92 18,036 2.0738 37,403 138560 8060 26TH AVE./NO.OF 8TH ST WATER WD 02/24/92 28,020 2.0738 58,108 138570 8060 26TH AVE./SO.OF 8TH ST WATER WD 02/24/92 25,718 2.0738 53,335 139770 8058 SILVER OAKS WATER LINE WD 03/01/92 19,532 2.0738 40,505 138900 8060 THE GROVE OF VERO - WATER DIST WD 03/03/92 116,807 2.0738 242,236 140470 8060 ST. JOHN CATHOLIC - WATER LINE WD 05/01/92 33,501 2.0738 69,474 140490 8060 TANGLEWOOD MOB HOME PK -WATER WD 05/01/92 45,918 2.0738 95,226 140700 8060 SQUIRE VILLAGE - WATER LINE WD 06/16/92 30,266 2.0738 62,765 140710 8058 SQUIRE VIL MOB HOME PK -WATER WD 06/16/92 31,440 2.0738 65,201 140690 8058 24TH AV/GLENDALE TERR-H20 LINE WD 06/18/92 29,034 2.0738 60,212 140720 8058 50TH CT/OLD SUGAR MILL ESTATES WD 06/18/92 34,306 2.0738 71,144 141800 8060 GHA ST. DAVIDS LTD. WD 06/22/92 4,090 2.0738 8,482 141510 8060 36TH AV WATER MAIN (FLA ACRES) WD 09/01/92 24,813 2.0738 51,459 141400 8060 WINDSOR PROP WATER DIST-PH II WD 09/04/92 39,540 2.0738 81,999 144380 8060 ANITA PARK (38TH PL) H2O LINE WD 10/01/92 26,572 2.0738 55,105 145540 8058 12TH STREET WATER LINE WD 10/01/92 1,023,315 2.0738 2,122,172 145550 8058 90TH AVE/8TH ST. WATER LINE WD 10/01/92 79,904 2.0738 165,706 145570 8058 CHARLOTTE AVE. - WATER LINE WD 10/01/92 36,644 2.0738 75,993 145870 8058 ROYAL POINCIANA H2O LINE WD 10/01/92 233,351 2.0738 483,929 147080 8058 ROCKRIDGE WATER LINES WD 10/01/92 170,378 2.0738 353,333 147110 8060 CITY OF VERO BEACH WATER SYS. WD 10/01/92 2,882 2.0738 5,977 144400 8060 WATER EXPANSION (PH 1) WD 11/01/92 2,255,463 2.0738 4,677,428 147090 8060 GRAND HARBOR(IRB/53RD ST) WD 11/06/92 106,014 2.0738 219,855 144470 8060 COUNTRYSIDE S/D (38TH SQ) -H20 WD 12/01/92 56,825 2.0738 117,845 144390 8060 THE MEADOWS(41ST CT) WAT.MAIN WD 01/01/93 25,084 1.9843 49,772 144370 8060 KINGS HWY S/D - H2O LINE WD 01/15/93 41,448 1.9843 82,243 145520 8060 GHA/HARBOR VILLAGES WATER LINE WD 03/04/93 54,803 1.9843 108,744 145500 8060 TIMBER RIDGE - WATER LINES WD 04/06/93 13,400 1.9843 26,589 145690 8060 WAFFLE HOUSE WATER LINES WD 04/12/93 6,773 1.9843 13,440 145860 8060 GRAND HARBOR H2O STORAGE TANK WT 04/22/93 447,350 1.9843 887,659 147790 8058 PHASE II -WATER MAIN WD 05/01/93 305,902 1.9843 606,990 146280 8060 RIVERWALK SHOP./CTR.WATER LINE WD 05/04/93 27,876 1.9843 55,314 146290 8060 RIVERWALK S/C WATER LINE WD 05/04/93 92,214 1.9843 182,977 612410 7065 NO. BCH WTP BLDG EXPANSION WT 06/01/93 1,637,825 1.9843 3,249,873 147920 8058 WATER LINE-IXORA PARK/GLENACRE WD 06/30/93 74,762 1.9843 148,347 147830 8058 GLENDALE LAKES S/D WATER LINE WD 07/01/93 135,908 1.9843 269,678 71580 7065 RO WATER PLANT BLDG -OSLO RD WT 07/15/83 4,873,350 2.5425 12,390,727 71590 8058 DISTRIBUTION SYSTEM WD 07/15/83 1,068,417 2.5425 2,716,500 71600 8058 IN GROUND WATER STORAGE TANK WT 07/15/83 360,000 2.5425 915,317 147590 8058 SEB. MIDDLE/HIGH SCH H2O LINE WD 08/01/93 488,739 1.9843 969,787 147820 8058 WATER LINE -SEBASTIAN MID -HI WD 08/01/93 1,700,295 1.9843 3,373,830 147840 8058 WATER LINE -SEBASTIAN MID HIGH WD 08/01/93 8,143 1.9843 16,157 147860 8060 45TH ST. WATER EXTENSION WD 08/01/93 8,106 1.9843 16,085 147640 8060 VERO BUILDING CORP -WATER LINE WD 08/20/93 21,029 1.9843 41,727 147800 8058 PHASE I -WATER LINE WD 09/01/93 387,552 1.9843 769,005 147870 8058 WATER LINE -WOOD HOLLOW WD 09/01/93 55,650 1.9843 279110,424 1 of 5 Schedule 3 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 147880 8058 WATER LINE -PINEWOOD LANE WD 09/01/93 24,946 1.9843 49,499 147910 8058 WATER LINE-RIVENBARK/PINEVIEW WD 09/01/93 119,545 1.9843 237,208 147750 8060 VERO COMFORT INN/SHONEYS WD 09/08/93 4,248 1.9843 8,430 715820 7065 MEMBRANE PLUS OTHER -SEE FILE WT 09/30/85 43,211 2.4644 106,487 715920 8058 TREASURE COAST/IXORA DIST SYST WD 09/30/85 384,877 2.4644 948,478 715930 8058 TREASURE COAST/IXORA DIST SYST WD 09/30/85 125,413 2.4644 309,064 715940 8059 DISTRIBUTION SYSTEM -SO COUNTY WD 09/30/85 4,400 2.4644 10,843 1344910 8060 COPELAND LANDING - PHASE 11 WD 10/01/93 33,548 1.9843 66,568 153770 8058 N. IRC PH I WATER EXPANSION WD 10/01/93 238,203 1.9843 472,657 153780 8058 S. CO. R/O DEEP WELL EXPANSION WT 10/01/93 195,202 1.9843 387,331 1455210 8060 GHA/HARBOR VILLAGES -WATER LINE WD 10/11/93 29,434 1.9843 58,405 61740 8058 S. CO. WTP FAC GDU TRANS/DIST WD 10/13/93 898,972 1.9843 1,783,795 61750 8058 GDU HYDRANTS/LINES SYS. EXIST WD 10/13/93 9,275 1.9843 18,404 71700 8058 WATER TRANSMISSION MAIN WD 11/01/78 165,175 3.7241 615,123 153540 8058 CASA RIO WATER LINE WD 11/01/93 65,878 1.9843 130,719 153590 8058 16TH PLACE WATER MAIN WD 11/01/93 39,367 1.9843 78,115 717135 8058 WATER DISTRIBUTION SYSTEM WD 11/01/78 568,568 3.7241 2,117,383 71720 8058 WATER STORAGE TANK WT 11/01/78 341,660 3.7241 1,272,365 149090 8060 ST. DAVIDS ISL. WATER LINE WD 11/06/93 16,715 1.9843 33,166 149400 8060 ROSEWOOD COURT -WATER LINE WD 11/17/93 44,165 1.9843 87,634 153580 8058 FLORA LANE(62ND PL) WATER LINE WD 12/01/93 35,925 1.9843 71,285 150820 8060 SEA OAKS TENNIS VILLAS WATER WD 12/23/93 17,989 1.9843 35,696 153530 8058 SHADY OAKS WATER LINE WD 01/01/94 104,355 1.9116 199,487 153660 8058 OSLO RD./74TH AVE WATER LINE WD 02/01/94 122,217 1.9116 233,631 153520 8058 PINEWOOD ESTATES (34TH AVE) WD 03/01/94 30,116 1.9116 57,571 153550 8058 OSLO RD & I-95 WATER LINE WD 04/01/94 731,167 1.9116 1,397,708 153790 8058 IRC WATER EXPANSION - PH II WD 04/01/94 1,119,870 1.9116 2,140,758 153800 8058 IRC PH II WATER EXPANSION WD 04/01/94 429,893 1.9116 821,788 151010 8060 WAL-MART STORES WATER LINE WD 04/15/94 240,542 1.9116 459,823 153450 8058 IRC/WATER EXPANSION - PH III WD 05/01/94 252,644 1.9116 482,957 153500 8058 IRC/WATER EXPANSION - PH III WD 05/01/94 965,194 1.9116 1,845,076 153640 8058 54TH AVE/RAINTREE WATER LINE WD 05/01/94 33,209 1.9116 63,483 1475910 8058 SEB MIDDLE/HIGH SCH H2O LINE WD 05/27/94 6,057 1.9116 11,579 153630 8058 NEW HORIZONS MHP WATER LINE WD 06/01/94 12,637 1.9116 24,157 153680 8058 CLUB GROVE ESTATES WATER LINE WD 06/01/94 44,970 1.9116 85,964 153560 8058 47TH AVE SW WATER LINE WD 07/01/94 22,629 1.9116 43,257 153310 8060 MAJESTIC PARTNERS OF VB, LTD. WD 08/25/94 18,326 1.9116 35,032 153720 8060 WALMART STORES WATER DIST. WD 09/23/94 86,999 1.9116 166,308 153760 8060 WALMART WATER DIST. WD 09/23/94 125,850 1.9116 240,575 1478210 8058 SEBASTIAN MID -HI WATER LINE WD 10/01/94 4,570 1.9116 8,736 1537910 8058 IRC WATER EXPANSION PH 11 WD 10/01/94 5,000 1.9116 9,558 155520 8058 10TH COURT S.W. WATER LINE WD 10/01/94 33,303 1.9116 63,662 155530 8058 1. R. BLVD. PH IV WATER PROJ WD 10/01/94 43,969 1.9116 84,051 1555310 8058 I.R. BLVD PH IV WATER ADDITION WD 10/01/94 10,440 1.9116 19,957 159660 8058 CR510 & 58TH AVE - WATER LINE WD 10/01/94 31,096 1.9116 59,443 155540 8060 HORIZON OUTLET CENTER WD 10/10/94 165,575 1.9116 316,515 155820 8060 GHA-HARBOR/ANDREWS ISLAND WD 10/13/94 49,310 1.9116 94,261 1444710 8060 COUNTRYSIDE -NO. WATER DISTRIB. WD 10/27/94 63,879 1.9116 122,112 1533110 8060 MAJESTIC PARTNERS OF VERO BCH WD 11/03/94 4,070 1.9116 7,781 155960 8060 LAUREL HOMES WATER DISTRIBTN WD 11/29/94 21,316 1.9116 40,748 717110 8058 DISTRIBUTION SYSTEM WD 12/01/84 74,292 2.4935 185,246 155970 8058 ST. JOHN CHURCH DEV. AGREEMT. WD 12/19/94 22,176 1.9116 42,392 156820 8060 TIMBER RIDGE -E. POINTE COURT WD 12/30/94 12,298 1.9116 23,509 156490 8060 RANCHLAND MOBILE HOME PARK WD 01/01/95 21,902 1.8896 41,386 159610 8058 N. CO. WATER TREATMENT PLANT WT 01/01/95 3,636,781 1.8896 6,872,060 159630 8058 SR 60 & 1-95 WATER LINE WD 01/01/95 350,234 1.8896 661,802 159720 8058 SEBASTIAN WAL-MART WATER LINE WD 01/01/95 142,865 1.8896 269,957 159840 8059 CDM GIFFORD & WRWWTP ANALYSIS WD 01/01/95 81,843 1.8896 154,651 159880 8058 I. R. MEM HOSP WATER LINE(R&R) WD 01/01/95 5,800 1.8896 10,960 156790 8060 RIVER BOAT CLUB WATER MAIN WD 01/05/95 33,900 1.8896 64,057 156580 8060 WATER MAIN EXTENSION WD 01/13/95 20,251 1.8896 38,266 156850 8060 SHADY REST MOBILE HOME PARK WD 01/31/95 11,931 1.8896 22,544 156840 8060 ROSEWIND S/D WATER LINE WD 02/08/95 22,560 1.8896 42,628 157950 8060 VILLAGE OF LEXINGTON PH II&III WD 02/24/95 22,760 1.8896 43,007 159850 8058 WHISPERING PALMS H2O (R&R) WD 03/01/95 180,392 1.8896 340,868 157690 8060 OAK TERRACE WATER LINE WD 04/19/95 40,436 1.8896 76,408 157640 8060 WATER MAIN - PALM GARDENS WD 05/02/95 24,319 1.8896 45,953 157650 8060 STONEBRIDGE WATER DIST. WD 05/02/95 71,727 1.8896 280135,535 2of5 Schedule 3 3of5 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 159690 8058 ROSELAND WATER MAIN -PH IV WD 06/01/95 190,693 1.8896 360,333 159710 8058 SEBASTIAN RIVER HOSP.-WATER WD 06/01/95 9,181 1.8896 17,349 159740 8058 25TH AVE & 12TH ST WATER LINE WD 06/01/95 11,467 1.8896 21,668 159760 8058 PALM GARDENS HOME WATER LINE WD 06/01/95 21,465 1.8896 40,560 159940 8058 WALMART VERO BCH - WATER WD 06/01/95 147,713 1.8896 279,119 159870 8060 INDIAN RIVER APARTMENT HOMES WD 06/23/95 97,733 1.8896 184,676 158290 8060 WENDYS RESTAURANT WATER SYS. WD 06/27/95 27,372 1.8896 51,723 158770 8060 SEA OAKS DUNE HOUSE I & Il WD 07/25/95 12,502 1.8896 23,624 159650 8058 N. CO. WATER TOWER-ROSELAND WIL 09/01/95 961,129 1.8896 1,816,149 159680 8058 16TH ST. WATER LINE WD 09/01/95 110,504 1.8896 208,808 159730 8058 9TH COURT WATERLINE WD 09/01/95 21,724 1.8896 41,050 159750 8058 WENDYS RESTAURANT WATER LINE WD 09/01/95 17,997 1.8896 34,007 159860 8058 10TH CT./8TH ST. WATER LINE WD 09/01/95 38,249 1.8896 72,276 159910 8058 TROPIC COLONY WATERLINE (R&R) WD 09/01/95 211,431 1.8896 399,519 159920 8059 PINEVIEW PARK SEWER WD 09/01/95 105,796 1.8896 199,912 159950 8058 43RD AVE & STH ST. SW - WATER WD 09/01/95 25,350 1.8896 47,901 717120 8058 DISTRIBUTION SYSTEM WD 09/30/85 77,158 2.4644 190,146 788820 8060 WATER DISTRIBUTION SYSTEM WD 09/30/85 1,219,616 2.4644 3,005,576 160930 8060 WATER DISTRIBUTION SYSTEM WD 10/01/95 657,484 1.8896 1,242,381 160940 8058 WATER DISTRIBUTION SYSTEM WD 10/01/95 2,379,235 1.8896 4,495,801 162310 8060 I.R. CLUB WATER PH I, I1, III WD 10/01/95 147,339 1.8896 278,411 160840 8060 NATIONAL HEALTH CARE A.C.L.F. WD 11/12/95 71,727 1.8896 135,535 163560 8058 NATIONAL HEALTH CARE - WATER WD 01/01/96 140,103 1.8395 257,720 163620 8058 U.S. 1 N. OF CR510 - WATER WD 01/01/96 1,369,389 1.8395 2,518,993 163670 8058 S. CO. R/0 PLANT EXP. PH II WD 01/01/96 2,751,561 1.8395 5,061,502 163720 8058 82ND AVE WATER MAIN WD 01/01/96 465,173 1.8395 855,687 160970 8060 SR60/1-95 COMMERCIAL PARK WD 01/24/96 48,698 1.8395 89,580 160990 8060 OAK POINT S/D WATER SYSTEM WD 01/24/96 12,550 1.8395 23,085 161010 8060 SEA OAKS NW PHASE II WD 01/24/96 13,342 1.8395 24,543 162300 8060 VILLAGE GREEN WATER CONNECTION WD 03/07/96 59,376 1.8395 109,222 163690 8058 VERO BCH HIGHLANDS WATER EXP. WD 04/01/96 883,171 1.8395 1,624,595 715830 7065 SO. CO. R/0 PLT EXPAN: PH WT 04/01/91 5,313,490 2.1382 11,361,087 162340 8060 WATER DISTRIBUTION WD 04/16/96 6,860 1.8395 12,619 163570 8058 SUNDOWNERS SUB. DIV. WATER WD 05/01/96 39,965 1.8395 73,515 163240 8058 IRC WATER EXP PH V WD 06/01/96 1,591,585 1.8395 2,927,724 163250 8058 IRC WATER EXP PH IV WD 06/01/96 1,680,745 1.8395 3,091,733 163300 8058 WATER LINE - HOBART LANDING WD 06/01/96 113,808 1.8395 209,350 163580 8058 VERO GLENN -WATER ASSESSMENT WD 07/01/96 32,688 1.8395 60,129 163590 8058 MIRA FLORES 2 - WATER WD 07/01/96 37,144 1.8395 68,326 163610 8058 INDIAN RIVER DR. - WATER WD 07/01/96 146,832 1.8395 270,098 163730 8058 U.S. 1/CR510 TO GRAND HARBOR WD 07/01/96 1,412,270 1.8395 2,597,874 717130 8058 NORTH COUNTY- S. GIFFORD RD. WD 09/30/86 103,292 2.4070 248,622 167020 8060 ISLAND CLUB S/D WATER PH I WD 10/01/96 102,897 1.8395 189,280 167120 8060 STONEBRIDGE OFFSITE WATER WD 10/01/96 63,765 1.8395 117,296 167140 8060 N. R.O.W. QUAY DOCK RD - WATER WD 10/01/96 34,700 1.8395 63,831 167150 8060 STERLING HOUSE OFFSITE WATER WD 10/01/96 18,710 1.8395 34,417 167160 8060 STERLING HOUSE ON SITE WATER WD 10/01/96 17,506 1.8395 32,203 166890 8060 HAMILTON ISLAND - WATER WD 10/22/96 28,256 1.8395 51,977 166910 8060 ST. CATHERINES ISLAND -WATER WD 10/22/96 43,229 1.8395 79,519 166930 8060 ST. GEORGES ISLAND - WATER WD 10/22/96 23,432 1.8395 43,104 166950 8060 ST. ANNES ISLAND - WATER WD 10/22/96 68,724 1.8395 126,418 166970 8060 OAK HARBOR - WATER WD 10/22/96 115,309 1.8395 212,110 166990 8060 ST. JAMES ISLAND - WATER WD 10/22/96 77,448 1.8395 142,466 166870 8060 HARBOR VILLAGE PH IV -WATER WD 11/27/96 20,707 1.8395 38,090 167180 8060 MCDONALDS CR512 - WATER WD 11/27/96 6,650 1.8395 12,233 717131 8058 NO CO. S. GIFF-JAIL PUMP STA. WIL 12/02/86 1,200 2.4070 2,888 27993 8058 SOUTH CO R/0 ACID TANK REPLACEMENT WT 12/09/14 235,166 1.0543 247,924 166850 8060 HARBOR VILLAGE PH III -WATER WD 05/06/97 50,169 1.7745 89,022 167040 8060 ISLAND CLUB S/D WATER PH II WD 05/06/97 25,113 1.7745 44,561 167210 8060 1ST BAPTIST CHURCH WINTER BCH WD 05/21/97 72,800 1.7745 129,181 167080 8060 WAL-MART SR60 - WATER WD 06/12/97 10,695 1.7745 18,978 167060 8060 RIVERPOINT S/D WATER WD 06/21/97 46,579 1.7745 82,652 167100 8060 ORCHID ISLAND - WATER WD 06/21/97 112,156 1.7745 199,017 166210 8058 26TH ST. WATER (58A -82A) WD 07/21/97 909,341 1.7745 1,613,588 166220 8058 45TH ST WATER LINE WD 07/21/97 427,591 1.7745 758,743 166240 8058 HICKORY SANDS WATER WD 07/21/97 27,036 1.7745 47,974 166260 8058 PONDEROSA ESTATES WATER WD 07/21/97 60,035 1.7745 106,530 166270 8058 SUBURBAN ACRES WATER WD 07/21/97 35,625 1.7745 2,81 63,215 3of5 Schedule 3 4of5 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 166280 8058 GDU/VERO BCH HIGHLANDS WD 07/21/97 1,344 1.7745 2,384 166320 8058 JUNGLE TRAIL WATER LINE EXT. WD 07/21/97 202,290 1.7745 358,956 166330 8058 WATER EXPANSION PH VI WD 07/21/97 814,508 1.7745 1,445,311 166350 8058 CORRECTIONAL FACILITY WATER WD 07/21/97 31,549 1.7745 55,982 166360 8058 S. CO. R/0 ODOR CONTROL WT 07/21/97 17,427 1.7745 30,923 166380 8058 SR60 (66AVE&62DR) WD 07/21/97 96,413 1.7745 171,081 166400 8058 48TH PL & 28TH CT WATER WD 07/21/97 13,078 1.7745 23,206 166410 8058 STERLING HOUSE WATER WD 07/21/97 99,313 1.7745 176,226 166440 8058 ISLAND CLUB WATER WD 07/21/97 364,627 1.7745 647,015 166450 8058 CONNECTICUT MHP WATER WD 07/21/97 14,013 1.7745 24,866 166470 8058 DIXIE OAK MANOR WATER WD 07/21/97 79,844 1.7745 141,680 166500 8058 LURIAS PLAZA WATER WD 07/21/97 12,135 1.7745 21,532 166720 8060 INDIAN RIVER CLUB - WATER WD 08/05/97 34,538 1.7745 61,286 166620 8058 INDIAN RIVER APARTMENTS -WATER WD 08/12/97 55,268 1.7745 98,071 166630 8058 KYLES RUN - WATER WD 08/12/97 290,506 1.7745 515,490 183130 8060 LOUISIANA AVE WATER WD 06/10/98 122,830 1.7463 214,496 183140 8060 WEST MEADOWS WATER WD 06/10/98 61,452 1.7463 107,313 183330 8060 FLORAVON SHORES (110TH ST) WD 06/29/98 28,655 1.7463 50,039 172510 8060 N BCH MASTER PLAN WATER PLANT WT 09/22/98 569,399 1.7463 994,332 172520 8060 N CO WELL FIELD WT 09/22/98 380,479 1.7463 664,424 172540 8060 STONEBRIDGE S/D MAIN EXTENSION WD 09/22/98 88,057 1.7463 153,772 172560 8060 9TH CT WATER LINE LOOP WD 09/22/98 6,766 1.7463 11,815 172590 8060 WABASSO QUICK MART WATER WD 09/22/98 25,526 1.7463 44,576 172720 8058 S CO R/0 PLANT MEMBRANE REPL WT 09/23/98 235,417 1.7463 411,105 223161 8058 MISC CAPITALIZED IMPROVEMENTS WD 02/01/05 74,986 1.3884 104,111 22316-2 8058 MISC WATER IMPROVEMENTS WD 04/13/05 108,357 1.3884 150,443 192010 8058 N. CO. R/0 PLANT -PHASE II WT 04/30/00 7,102,838 1.6618 11,803,430 192020 8058 N. CO. R/0 PLANT PHASE II WT 04/30/00 544,064 1.6618 904,121 194150 8058 SEBASTIAN WATER PHASE 11 B WD 09/30/00 162,087 1.6618 269,355 194160 8058 SEBASTIAN WATER PHASE II B WD 09/30/00 1,012,245 1.6618 1,682,139 788810 8058 WATER DISTRIBUTION SYSTEM WD 10/01/90 618,090 2.1847 1,350,341 201690 8058 DIXIE HEIGHTS WATER MAIN WD 09/30/01 903,572 1.6298 1,472,667 201700 8058 17TH ST. 12"" MASTER PLAN WM WD 09/30/01 253,490 1.6298 413,146 206990 8058 SEBASTIAN PHASE II D&E WD 03/08/02 3,061,080 1.5812 4,840,233 24120A 8060 FIRE STATION #5 WD 04/09/07 5,699 1.2978 7,395 24255A 8060 IRC EMERGENCY OPERATIONS CENTER GP 07/26/07 26,625 1.2978 34,553 26086 8058 SPOONBILL BRINE MARSH WT 05/17/11 2,059,878 1.1398 2,347,852 26331 8058 NORTH COUNTY R/0 WELLS 4-9 WT 03/31/12 4,024,316 1.1107 4,469,637 192010A 8058 NORTH COUNTY R/0 PLANT EXPANSION WT 07/30/09 23,729,119 1.2063 28,624,462 201610 8058 VERO BEACH LANDINGS WATER R&R WD 09/30/01 12,898 1.6298 21,022 166510 8058 13TH PL WATER R&R WD 07/21/97 18,434 1.7745 32,710 166520 8058 SU-RENE MHP MAIN R&R WD 07/21/97 11,493 1.7745 20,394 166550 8058 GIFFORD WATER TANK R&R WIL 07/21/97 74,856 1.7745 132,829 26222A 6063 GENSET DIESEL GENERATOR INSTALLATION WT 08/16/12 93,409 1.1107 103,745 26222 6063 GENSET DIESEL 125OKW GENERATOR WT 09/15/11 191,991 1.1398 218,832 27918 8058 R/0 PLANTS LIME SLURRY INJECTION WT 01/31/15 2,730,876 1.0302 2,813,333 26319 8058 SOUTH CO R/0 CHEMICAL FEED SYSTEM UPGR WT 03/22/12 132,040 1.1107 146,651 194220 8058 S. CO. R/0 ACID TANK REHAB WT 09/30/00 74,339 1.6618 123,535 22316-3 8058 MISC WATER IMPROVEMENTS - 3RD QTR WD 07/11/05 93,082 1.3884 129,235 21173-1 8058 MISC. WATER IMPROVEMENTS FY 2002-2003 WD 12/31/02 70,908 1.5812 112,121 21173-2 8058 MISC. WATER IMPROVEMENTS FY 2002-2003 WD 03/31/03 98,119 1.5444 151,532 21173-3 8058 MISC. WATER IMPROVEMENTS FY 2002-2003 WD 06/30/03 79,705 1.5444 123,094 21173-4 8058 MISC. WATER IMPROVEMENTS FY 2002-2003 WD 10/01/03 36,202 1.5444 55,909 21762-1 8058 MISC. WATER IMPROVEMENTS FY 2003-2004 WD 01/07/04 89,967 1.4530 130,721 21762-2 8058 MISC WATER IMPROVEMENTS FY 2003-2004 WD 03/25/04 123,886 1.4530 180,005 21762-3 8058 MISC WATER IMPROVEMENTS FY 2003/04 WD 07/01/04 84,716 1.4530 123,091 21762-4 8058 MISC WATER IMPROVEMENTS -4TH QTR 03/04 WD 09/30/04 123,618 1.4530 179,615 229901 8058 MISC WATER IMPROVEMENTS -1ST QTR WD 12/30/05 62,535 1.3884 86,823 28707A 8058 SCADA CYBER SECURITY NETWORK - WATER WT 06/27/16 49,654 1.0000 49,654 28639 8058 SCADA NETWORK UPGRADE WT 06/29/16 228,004 1.0000 228,004 7158-50 7065 6 FT SECURITY FENCING AROUND PERIMETER WT 05/01/03 10,468 1.5444 16,166 201660 8058 S CO R&R TANK HAZARD WT 09/30/01 10,017 1.6298 16,326 201640 8058 S CO R/0 GENERATOR R&R WT 09/30/01 20,537 1.6298 33,471 28690 6063 SEEPEX PROGRESSIVE FLOURIDE CAVITY PUMI WT 06/07/16 5,294 1.0000 5,294 28691 6063 SEEPEX PROGRESSIVE FLOURIDE CAVITY PUMI WT 06/07/16 5,294 1.0000 5,294 162370 8058 ON-SITE WATER DISTRIBUTION WD 06/12/96 12,760 1.8395 23,472 1608410 8060 ON-SITE WATER IMPROVEMENT WD 02/14/96 6,736 1.8395 12,391 1600310 8058 MISC WATER IMPROVEMENTS WD 03/29/96 29,984 1.8395 282 55,156 4of5 Schedule 3 283 5of5 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 1538840 8058 MISC. WATER IMPROVEMENTS WD 09/30/95 78,265 1.8896 147,889 160030 8058 MISC. WATER IMP. 1ST QTR WD 12/30/95 21,129 1.8896 39,925 1538820 8058 MISC WATER IMP -FY 94-95 WD 03/30/95 48,849 1.8896 92,305 1538830 8058 MISC. WATER IMPROV 3RD QTR WD 06/30/95 65,168 1.8896 123,142 1538810 8058 MISC WATER IMP FY 94-95 WD 12/21/94 20,545 1.9116 39,275 153880 8058 MISC. WATER IMPROV. FY 93-94 WD 09/30/94 32,935 1.9116 62,960 26289 6061 UTILITY METERS FY 2010-2011 WD 09/30/11 218,154 1.1398 248,652 26639 6061 UTILITY METERS FY 2011-2012 WD 09/30/12 17,382 1.1107 19,306 27428 6061 UTILITY METERS FY 2012 - 2013 WD 09/30/13 130,716 1.0829 141,546 27907 6061 UTILITIES METERS - FY 2013-2014 WD 09/30/14 205,956 1.0543 217,129 223154 6061 MISC WATER METERS - 4TH QTR WD 09/30/05 100,341 1.3884 139,313 28350 6061 UTILITIES METERS - FY 2014-2015 WD 09/30/15 144,022 1.0302 148,370 25289-1 6061 WATER METERS - 1ST QTR - WD 01/22/09 42,979 1.2063 51,846 25289-2 6061 WATER METERS - 2ND QTR WD 04/03/09 23,428 1.2063 28,261 25656A 6061 WATER METERS -1ST QUARTER FY 2009-2010 WD 12/30/09 16,648 1.2063 20,083 21764-4 6061 MISC WATER METERS - 4TH QTR 03/04 WD 09/30/04 204,858 1.4530 297,656 167220 8058 CAPTIALIZED INT.EXP. CTTP 09/08/97 1,360,214 1.7745 2,413,645 167240 8058 CAPITALIZED INT. EXP. CTTP 09/08/97 37,882 1.7745 67,221 715910 8058 CAPITALIZED INTEREST EXPENSE CTTP 09/30/85 31,129 2.4644 76,713 716010 8058 CAPITALIZED INTEREST EXPENSE CTTP 09/30/85 9,397 2.4644 23,159 23066 6063 6000 GAL TANK - DIESEL WT 12/01/05 34,626 1.3884 48,074 26083 6063 INDEECO TRIAD CORROSION RESISTENT HEAT WT 04/21/11 2,261 1.1398 2,578 27765 6063 5500 GALLON SNYDER CAPTOR CHLORINE TAT WT 08/21/14 26,445 1.0543 27,879 27766 6063 5500 GALLON SNYDER CAPTOR CHLORINE TAI` WT 08/21/14 26,445 1.0543 27,879 27728 6063 6500 GALLON SNYDER CAPTOR CHLORINE TAS WT 06/20/14 28,758 1.0543 30,318 27729 6063 6500 GALLON SNYDER CAPTOR CHLORINE TAI` WT 06/20/14 28,758 1.0543 30,318 27730 6063 6500 GALLON SNYDER CAPTOR CHLORINE TAI` WT . 06/20/14 28,758 1.0543 30,318 27734 6072 CCTV SECURITY SYSTEM @ 3 H2O TOWERS WT 06/26/14 7,950 1.0543 8,381 27735 6063 CCTV SECURITY SYSTEM @ SOUTH R/0 WT 06/26/14 9,960 1.0543 10,500 27681 6073 WONDERWARE SOFTWARE WT 05/07/14 126,832 1.0543 133,713 26955 6063 STILL MP -1 120V WATER PURIFICATION UNIT WT 04/25/13 2,403 1.0829 2,603 7158-60 7065 6 EXHAUST FANS INSTALLED ON ROOF WT 05/01/03 23,930 1.5444 36,957 110,787,491 189,975,414 283 5of5 Schedule 4 218 Wastewater Treatment Asset Summar LOCATION DESCRIPTION Facility DATE ACQ ACQ COST ENR CCI Factor Classification ACQ COST Current Cost Wastewater Treatment Plant WWT $51,934,444 $75,846,996 In-Line/Off Site Master Pumping Stations WWIL $4,031,799 $7,359,828 General Plant GP $0 $0 Water Treatment Plant WT $0 $0 In-Line/Off Site High Service Pumping & Stroage WIL $0 $0 Wastewater Collection WWC $20,647,659 $37,658,208 Water Distribution System WD $1,680,055 $4,043,180 Cannot Tie To Project CTTP $4,494,475 $7,495,898 ASSET LOCATION DESCRIPTION Facility Classification DATE ACQ ACQ COST ENR CCI Factor Current Cost 137850 8059 WISPERING PALMS SEWER SYSTEM WWC 10/30/91 $79,107 2.1382 $169,142 137860 8059 ROSELAND PLAZA SEWER SYSTEM WWC 12/30/91 4,815 2.1382 10,295 140800 8061 COLLINS INVESTMENT CO. WWC 01/16/92 17,345 2.0738 35,970 71640 8061 SEWAGE DISTRIBUTION SYSTEM WD 02/01/82 268,602 2.7027 725,963 71650 7060 SEWER PLANT WWT 02/01/82 310,000 2.7027 837,851 71750 8061 SEWAGE DISTRIBUTION SYSTEM WD 02/01/82 798,901 2.7027 2,159,226 137890 8061 NEWPORT ISLAND SEWER C/L WWC 02/07/92 49,275 2.0738 102,188 140680 8061 CENTRAL ASSEMBLY -SEW. COLL SYS WWC 03/30/92 34,542 2.0738 71,633 140460 8061 ST. JOHN CATH.- SEWER LINE WWC 05/01/92 11,306 2.0738 23,447 140480 8061 TANGLEWOOD MOB HOME PK -SEWER WWC 05/01/92 67,838 2.0738 140,684 140990 8061 COPELANDS LANDING FORCEMAIN WWC 06/10/92 65,937 2.0738 136,742 141790 8061 GHA ST. DAVIDS LTD WWC 06/22/92 3,393 2.0738 7,035 141410 8061 WINDSOR PROP SEWER SYS - PH II WWC 09/04/92 55,303 2.0738 114,688 144410 8061 WAL-MART LIFT STATION WWC 10/01/92 78,955 2.0738 163,739 145560 8059 SEBASTIAN ELE. SCHOOL -SEWER WWC 10/01/92 14,719 2.0738 30,525 145580 8059 WABASSO EXCEPTIONAL SCHOOL WWC 10/01/92 50,560 2.0738 104,852 145590 8059 WHISPERING PALMS SEWER LINE WWC 10/01/92 8,587 2.0738 17,809 145600 8059 82ND AVE,S. FORCE MAIN (SEWER) WWC 10/01/92 82,209 2.0738 170,487 147120 8061 CITY OF VERO BEACH SEWER SYS. WWC 10/01/92 7,614 2.0738 15,790 147100 8061 SERENE ACRES SEWER SYSTEM WWC 11/10/92 8,800 2.0738 18,250 144650 8061 HUMANE SOCIETY SEWER LINE WWC 01/14/93 8,005 1.9843 15,883 147770 8059 LIFT STATION SEWER PROJECT WWIL 02/01/93 17,763 1.9843 35,247 147780 8059 LIFT STATION SEWER PROJECT WWIL 02/01/93 50,572 1.9843 100,349 145530 8061 GHA/HARBOR VILLAGES SEWER LINE WWC 03/04/93 83,490 1.9843 165,665 145510 8061 TIMBER RIDGE - SEWER LINES WWC 04/06/93 19,700 1.9843 39,090 145680 8061 WAFFLE HOUSE SEWER LINES WWC 04/12/93 7,425 1.9843 14,734 145850 8061 CONNECTICUT MOBILE HOME PARK WWC 04/30/93 6,915 1.9843 13,721 146270 8061 RIVERWALK SHOP.CTR SEWER LINE WWC 05/04/93 57,038 1.9843 113,178 146460 8061 HARBOR VILLAGE SEWER LINE WWC 07/23/93 78;473 1.9843 155,711 146550 8059 114TH LANE SEWER LINE - WWC 08/01/93 45,733 1.9843 90,747 147650 8059 PALMER MBH PK LIFT STA & FM WWIL 08/17/93 60,792 1.9843 120,626 147660 8059 PALMER MHP LIFT STATION & FM WWIL 08/17/93 21,921 1.9843 43,498 147630 8061 VERO BUILDING CORP -SEWER LINE WWC 08/20/93 29,521 1.9843 58,577 147810 8059 SEWER LINE -SEBASTIAN WWC 09/01/93 300,627 1.9843 596,522 147850 8059 SEWER LINE-512/SEB MID SCHOOL WWC 09/01/93 197,488 1.9843 391,867 147740 8061 VERO COMFORT INN/SHONEYS WWC 09/08/93 20,783 1.9843 41,239 147760 8059 BLUE CYPRESS LAKE W/W PROJECT WWC 09/24/93 602,721 1.9843 1,195,956 1343810 8061 COPELANDS LANDING -SEWER COLL. WWC 10/01/93 37,944 1.9843 75,291 1455310 8061 GHA/HARBOR VILLAGES -SEWER LINE WWC 10/01/93 16,876 1.9843 33,487 153280 8059 WEST CO. SEWER PLANT EXPANSION WWT 10/01/93 531,265 1.9843 1,054,168 149070 8061 HALE IND. RIV GROVES SEWER LN WWC 10/12/93 2,430 1.9843 4,822 61730 8059 S. CO. WWTP GDU WWT 10/13/93 458,361 1.9843 909,508 149420 8059 RIVER BOAT CLUB SEWER LINE WWC 10/29/93 17,160 1.9843 34,050 1494210 8059 PELICAN SHOPPES PUMPING STA WWIL 10/29/93 50,039 1.9843 99,290 153600 8059 KASHI RANCH/CR512 FORCE MAIN WWC 11/01/93 97,361 1.9843 193,191 149080 8061 ST. DAVIDS ISL SEWER LINE WWC 11/06/93 19,277 1.9843 38,251 149410 8061 ROSEWOOD COURT SEWER SYSTEM WWC 11/17/93 144,181 1.9843 286,092 150830 8061 SEA OAKS TENNIS VILLAS SEWER WWC 12/23/93 22,626 1.9843 44,896 153610 8059 RIVERS EDGE/RIVER WALK F.M. WWC 01/01/94 144,692 1.9116 276,594 153620 8059 LANDFILL L/S FORCE MAIN SEWER WWIL 01/01/94 69,390 1.9116 132,646 153670 8059 SOLID WASTE FAC. FORCE MAIN WWC 01/01/94 18,582 1.9116 35,521 153510 8059 VISTA GARDENS FORCE MAIN SEWER WWC 02/01/94 233,568 1.9116 446,491 613210 8059 SEA OAKS SEW COLL. LINES WWC 03/30/94 2,799 1.9116 5,350 153300 8059 WEST CENTRAL RE -USE MAIN Re Use 04/01/94 1,193,614 1.9116 284,281,728 1 of 4 Schedule 4 ASSET LOCATION DESCRIPTION Facility Classification DATE ACQ ACQ COST ENR CCI Factor Current Cost 151020 8061 WAL-MART STORES SEWER LINE WWC 04/15/94 36,503 1.9116 69,780 153650 8059 NEW HORIZONS MHP - SEWER WWC 05/01/94 107,036 1.9116 204,611 27682 8059 REUSE DISTRIBUTION AUTOMATION SYSTEM WWT 05/07/14 211,093 1.0543 222,545 981910 8061 GRAND HARBOR/WOOD DUCK SUB DIV WWC 05/26/94 2,803 1.9116 5,358 153160 8061 KAREN P. LOHSE LIFT STATION WWC 07/07/94 12,846 1.9116 24,557 153570 8059 SUNSHINE TRAVEL TRL SEWER LINE WWC 08/01/94 24,483 1.9116 46,802 153710 8061 WALMART STORES SEWER DIST. WWC 09/23/94 70,127 1.9116 134,056 159570 8059 SEA OAKS WWTP EXPANSION WWT 10/01/94 140,026 1.9116 267,676 159580 8059 N. CO. WWTP EXPANSION WWT 10/01/94 242,718 1.9116 463,983 159780 8059 IND RIV DR SEWER COLLECTION SY WWC 10/01/94 135,075 1.9116 258,211 155550 8061 HORIZON OUTLET CENTER WWC 10/10/94 181,534 1.9116 347,024 155830 8061 GHA-HARBOR/ANDREWS ISLAND WWC 10/13/94 115,795 1.9116 221,354 155840 8061 COUNTRYSIDE SEWER DISTRIBUTION WD 10/27/94 121,479 1.9116 232,221 155850 8061 MAJESTIC PARTNERS OF VERO BCH WWC 11/03/94 7,510 1.9116 14,356 155950 8061 LAUREL HOMES SEWER DISTRIB. WD 11/29/94 147,287 1.9116 281,556 1559510 8061 LAUREL HOMES SEWER SYSTEM WWC 11/29/94 50,025 1.9116 95,629 156830 8061 TIMBER RIDGE -E. POINTE CT SW WWC 12/30/94 9,860 1.9116 18,848 159590 8059 WRWWTP RE -USE PUMP SYSTEM WWT 01/01/95 369,813 1.8896 698,799 159600 8059 WR -DEEP WELL DISP. SYSTEM WWT 01/01/95 700,043 1.8896 1,322,800 159620 8059 OSLO RD. FORCE MAIN (SEWER) WWC 01/01/95 575,255 1.8896 1,087,001 159640 8059 SR 60 & I-95 SEWER LINE WWC 01/01/95 375,407 1.8896 709,369 159670 8059 GROVE ISLE/SO.CO WW INTERCONNE WWC 01/01/95 257,127 1.8896 485,868 159790 8059 OSLO RD. SEWER MAIN -EAST WWC 01/01/95 417,284 1.8896 788,500 156800 8061 RIVER BOAT CLUB - SEWER LINE WWC 01/05/95 43,543 1.8896 82,279 157960 8061 VILLAGE OF LEXINGTON PH II&III WWC 02/24/95 22,450 1.8896 42,422 157110 8061 LIFT STATION & SEWER LINE WWIL 03/28/95 57,640 1.8896 108,917 157660 8061 STONEBRIDGE SUB -DIVISION WWC 05/02/95 118,072 1.8896 223,108 157670 8061 STONEBRIDGE LIFT STATION WWC 05/02/95 67,288 1.8896 127,147 157680 8061 STONEBRIDGE OFFSITE FORCE MAIN WWC 05/02/95 124,554 1.8896 235,358 159900 8059 WOODLAWN MANOR FORCE MAIN WWC 06/01/95 69,636 1.8896 131,584 158780 8061 SEA OAKS DUNE HOUSE I & II WWC 07/25/95 18,241 1.8896 34,467 159830 8059 SR60 S. GRAVITY SEWER WWC 09/01/95 25,790 1.8896 48,733 159930 8059 WATERSEDGE L/S GRAVITY SEWER WWIL 09/01/95 53,465 1.8896 101,028 159700 8059 OLDE OAK PARK REG LIFT STATION WWIL 10/01/95 59,465 1.8896 112,364 160950 8061 WATER DISTRIBUTION SYSTEM WD 10/01/95 279,637 1.8896 528,402 160960 8059 SEWER DISTRIBUTION SYSTEM WWC 10/01/95 939,484 1.8896 1,775,250 162320 8061 INDIAN RIVER CLUB PH I,II,III WWC 10/01/95 225,961 1.8896 426,975 163260 8059 DEEP WELL DISPOSAL SYSTEM WWT 10/01/95 119,273 1.8896 225,378 163270 8059 CENTRAL REGIONAL EFF. DISP. WWT 10/01/95 232,673 1.8896 439,659 163280 8059 CENTRAL REGIONAL EFF. DISP. WWT 10/01/95 1,800,631 1.8896 3,402,471 163380 8061 FORCE MAIN - COACHLAND M/H/PK WWC 10/01/95 285,611 1.8896 539,690 163600 8059 SEBASTIAN LAKES - SEWER WWC 01/01/96 53,247 1.8395 97,948 163630 8059 S. REG. WW REPUMP STATION WWIL 01/01/96 2,285,093 1.8395 4,203,432 163640 8059 DURRANCE PL. SEWER FORCE MAIN WWC 01/01/96 6,042 1.8395 11,114 163650 8059 OSLO RD & I-95 SEWER WWC 01/01/96 3,523 1.8395 6,480 163660 8059 S. CO. WATER COLLECTION SYSTEM WWC 01/01/96 46,618 1.8395 85,754 163680 8059 W. REG. WWTP CLARIFIER WALL WWT 01/01/96 56,126 1.8395 103,243 163700 8059 N. CO. FORCE MAIN AIR VALVE WWT 01/01/96 9,998 1.8395 18,392 163710 8059 LAUREL REGIONAL LIFT STATION WWIL 01/01/96 156,906 1.8395 288,630 160980 8061 SR60/I-95 COMMERCIAL PARK WWC 01/24/96 31,194 1.8395 57,382 161000 8061 OAK POINT S/D SEWER SYSTEM WWC 01/24/96 14,985 1.8395 27,566 161020 8061 SEA OAKS NW PHASE II WWC 01/24/96 5,680 1.8395 10,448 162290 8061 ON-SITE SEWER IMPROVEMENT WWT 02/14/96 16,584 1.8395 30,506 162330 8061 SHADY REST MHP FM & LS WWIL 02/29/96 50,160 1.8395 92,269 162350 8061 SEWER SYSTEM WWC 04/16/96 1,390 1.8395 2,557 162360 8059 ON-SITE SEWER DISTRIBUTION WD 06/12/96 30,500 1.8395 56,105 71730 7060 GIFFORD SEWER PLANT WWT 09/30/81 517,329 2.9245 1,512,912 166840 8061 SANITARY SEWER COLLECTION SYS WWC 10/01/96 3,700 1.8395 6,807 167030 8061 ISLAND CLUB S/D SEWER PH I WWC 10/01/96 163,561 1.8395 300,871 167130 8061 TROPIC SQUARE - SEWER WWC 10/01/96 2,330 1.8395 4,286 167170 8061 STERLING HOUSE ON SITE SEWER WWC 10/01/96 7,581 1.8395 13,946 166900 8061 HAMILTON ISLAND - SEWER WWC 10/22/96 94,038 1.8395 172,983 166920 8061 ST. CATHERINES ISLAND -SEWER WWC 10/22/96 30,368 1.8395 55,862 166940 8061 ST. GEORGES ISLAND - SEWER WWC 10/22/96 20,559 1.8395 37,818 166960 8061 ST. ANNES ISLAND - SEWER WWC 10/22/96 55,857 1.8395 102,748 166980 8061 OAK HARBOR - SEWER WWC 10/22/96 116,874 1.8395 285214,990 2 of 4 Schedule 4 3 of 4 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 167000 8061 ST. JAMES ISLAND - SEWER WWC 10/22/96 91,649 1.8395 168,589 166880 8061 HARBOR VILLAGE PH IV -SEWER WWC 11/27/96 20,912 1.8395 38,468 166860 8061 HARBOR VILLAGE PH III -SEWER WWC 05/06/97 87,027 1.7745 154,426 167050 8061 ISLAND CLUB S/D SEWER PH II WWC 05/06/97 32,922 1.7745 58,418 167010 8061 FLORAFAX-SEWER WWC 05/12/97 8,534 1.7745 15,143 167090 8061 WAL-MART SR60 - SEWER WWC 06/12/97 35,285 1.7745 62,612 167070 8061 RIVERPOINT S/D SEWER WWC 06/21/97 56,283 1.7745 99,872 167110 8061 ORCHID ISLAND - SEWER WWC 06/21/97 86,878 1.7745 154,162 166230 8059 DURRANCE RD FORCE MAIN WWC 07/21/97 11,114 1.7745 19,722 166250 8059 129TH ST PETITION SEWER LINE WWC 07/21/97 52,834 1.7745 93,752 166290 8059 CORRECTIONAL FACILITY F/M WWC 07/21/97 26,383 1.7745 46,816 166300 8059 WRWWTP 2.0 MGD EXPANSION WWC 07/21/97 6,461,549 1.7745 11,465,756 166310 8059 ARTIFICIAL WETLANDS @ WRWWTP WWC 07/21/97 2,446,183 1.7745 4,340,653 166340 8059 VISTA PLANTAITON REUSE WWT 07/21/97 33,452 1.7745 59,359 166370 8059 SEBASTIAN SEWER CONNECTIONS WWC 07/21/97 264,513 1.7745 469,367 166390 8059 48TH PL & 28TH CT SEWER WWC 07/21/97 13,235 1.7745 23,485 166420 8058 ARMORY BUILDING WATER WD 07/21/97 33,648 1.7745 59,707 166430 8059 ARMORY BUILDING SEWER WWC 07/21/97 10,098 1.7745 17,919 166460 8059 S. CO. R/0 FORCE MAIN EXT. WWC 07/21/97 29,415 1.7745 52,196 166490 8059 SEBASTIAN WASTEWATER L/S #1 WWIL 07/21/97 39,471 1.7745 70,040 166530 8059 26TH ST REUSE WATER LINE WWT 07/21/97 11,619 1.7745 20,617 166540 8059 OAK HARBOR SEWER WWC 07/21/97 20,600 1.7745 36,554 166710 8061 INDIAN RIVER CLUB - SEWER WWC 08/05/97 109,371 1.7745 194,074 166640 8059 S. CO. EFFLUENT REUSE Re Use 08/12/97 2,582,530 1.7745 4,582,594 172530 8061 N BCH WW REPUMP STA/TRANS SYS WWC 09/22/98 1,416,240 1.7463 2,473,158 172550 8061 STONEBRIDGE S/D FM & LS WWIL 09/22/98 642,807 1.7463 1,122,524 172570 8061 NCWWTP TO CWWTP FORCE MAIN WWC 09/22/98 619,575 1.7463 1,081,954 172580 8061 LAURELWOOD FM & LS WWIL 09/22/98 322,197 1.7463 562,648 172650 8061 WASHINGTON PLAZA LS & GS WWC 09/23/98 124,882 1.7463 218,079 172710 8061 US1, 39TH ST TO 49TH ST WWC 09/23/98 191,739 1.7463 334,830 27364 8059 WASTEWATER PLANT SECURITY SYSTEM WWT 09/30/13 126,042 1.0829 136,485 191930 8059 IR COUNTRY CLUB REUSE SEWER WWT 04/30/00 91,360 1.6618 151,821 193300 8059 S CO WWTP WWT 06/16/00 8,309,903 1.6618 13,809,320 193310 8059 S CO WWTP WWT 06/16/00 494,398 1.6618 821,586 193311 8059 S. CO. WWTP WWT 09/30/00 1,283,782 1.6618 2,133,377 19648-2 7060 BUILDING/MASONRY WWT 01/01/03 21,716 1.5444 33,537 196480 7060 CENTRAL REGIONAL WWTP WWT 03/20/01 11,224,725 1.6298 18,294,374 196481 7060 CENTRAL REGIONAL WWTP WWT 03/20/01 38,041 1.6298 62,000 19648-3 7060 BUILDING/MASONRY WWT 06/12/03 22,079 1.5444 34,098 172531 8059 N BEACH WW REPUMP ST. & TRANS. WWIL 09/30/01 4,755 1.6298 7,750 201630 8059 LATERAL J CANAL FORCE MAIN WWC 09/30/01 52,008 1.6298 84,765 201670 8059 WESTGATE COLONY SEWER WWC 09/30/01 33,588 1.6298 54,743 201920 8062 OAK ISLAND - PHASE 1 WWC 09/30/01 44,380 1.6298 72,331 202000 8062 SEASONS COMMUNITY WWC 09/30/01 277,930 1.6298 452,978 24120B 8061 FIRE STATION #5 WWC 04/09/07 3,382 1.2978 4,389 27908 8059 WEST REG WWTF ODOR IMPROVEMENTS WWT 09/30/14 1,161,060 1.0543 1,224,050 8860A 8059 WEST REGIONAL WWTP EXPANSION WWT 09/30/10 23,016,547 1.1749 27,042,285 8860-30 7060 BUILDING/MASONRY WWT 06/30/03 234,345 1.5444 361,915 201650 8059 GARDENIA GARDENS R&R WWC 09/30/01 32,069 1.6298 52,267 166480 8059 VERO BCH HIGHLANDS L/S R&R WWIL 07/21/97 89,362 1.7745 158,570 28675 6066 CAMERA SYSTEM & GATE SECURITY WWT 05/16/16 6,611 1.0000 6,611 28676 6071 CAMERA SYSTEM & GATE SECURITY WWT 05/16/16 7,251 1.0000 7,251 27508 6066 FLOMOTION SYSTEMS PERISTALTIC CL2 PUMP WWT 02/07/14 2,664 1.0543 2,809 27509 6066 FLOMOTION SYSTEMS PERISTALTIC CL2 PUMP WWT 02/07/14 2,664 1.0543 2,809 28187 6060 SNYDER 5500 VST HDLPE CHLORINE TANK WWT 06/25/15 8,712 1.0302 8,975 28188 6060 SNYDER 5500 VST HDLPE CHLORINE TANK WWT 06/25/15 8,712 1.0302 8,975 28208 6066 SNYDER 5500 GALLON CAPTOR CHLORINE TAN WWT 07/09/15 22,317 1.0302 22,991 28209 6066 SNYDER 5500 GALLON CAPTOR CHLORINE TAN WWT 07/09/15 22,317 1.0302 22,991 28210 6066 SNYDER 5500 GALLON CAPTOR CHLORINE TAN WWT 07/09/15 22,317 1.0302 22,991 28703 6071 SNYDER 5500 GALLON CAPTOR CHLORINE TAN WWT 06/24/16 22,939 1.0000 22,939 28704 6071 SNYDER 5500 GALLON CAPTOR CHLORINE TAN WWT 06/24/16 22,939 1.0000 22,939 167230 8059 CAPITALIZED INT. EXP. CTTP 09/08/97 1,163,843 1.7745 2,065,192 167250 8059 CAPITALIZED INT. EXP. CTTP 09/08/97 16,235 1.7745 28,809 196490 7060 CAPITALIZED INTEREST EXT CTTP 03/20/01 3,314,397 1.6298 5,401,897 21174-1 8059 MISC. SEWER IMPROVEMENTS FY 2002-2003 WWC 12/31/02 14,855 1.5812 23,489 21174-2 8059 MISC. SEWER IMPROVEMENTS FY 2002-2003 WWC 03/31/03 11,944 1.5444 286 18,446 3 of 4 Schedule 4 ASSET LOCATION DESCRIPTION Facility Classification DATE ACQ ACQ COST ENR CCI Factor Current Cost 21174-3 8059 MISC. SEWER IMPROVEMENTS FY 2002-2003 WWC 06/30/03 10,325 1.5444 15,945 21174-4 8059 MISC. SEWER IMPROVEMENTS FY 2002-2003 WWC 10/01/03 21,512 1.5444 33,223 21763-1 8059 MISC. SEWER IMPROVEMENTS FY 2003-2004 WWC 01/07/04 8,677 1.4530 12,607 21763-2 8059 MISC SEWER IMPROVEMENTS FY 2003-2004 WWC 03/25/04 1,146 1.4530 1,665 21763-3 8059 MISC SEWER IMPROVEMENTS FY 2003/04 WWC 07/01/04 3,273 1.4530 4,756 217634 8059 MISC SEWER IMPROVEMENTS -4TH QUARTER WWC 09/30/04 4,053 1.4530 5,889 160020 8059 MISC. SEWER IMP. 1ST QTR WWC 12/30/95 1,013 1.8896 1,913 1538120 8059 MISC SEW IMP(R&R)2ND QTR,94-95 WWC 03/30/95 5,582 1.8896 10,547 223171 8059 MISC SEWER IMPROVEMENTS -1ST QUARTER WWC 02/01/05 5,124 1.3884 7,114 22317-2 8059 MISC SEWER IMPROVEMENTS - 2ND QUARTER WWC 04/13/05 5,820 1.3884 8,080 22317-3 8059 MISC SEWER IMPROVEMENTS - 3RD QTR WWC 07/11/05 23,182 1.3884 32,186 223174 8059 MISC SEWER IMPROVEMENTS -4TH QTR WWC 09/30/05 38,009 1.3884 52,772 $86,564,576 $139,268,431 287 Schedule 5 235 Gen -Eng Asset Summary Facility Classification ACQ COST Current Cost Wastewater Treatment Plant WWT $0 $0 In-Line/Off Site Master Pumping Stations WWIL $0 $0 General Plant GP $6,058,490 $7,862,499 Water Treatment Plant WT $0 $0 In-Line/Off Site High Service Pumping & Stroage WIL $0 $0 Wastewater Collection WWC $0 $0 Water Distribution System WD $0 $0 Cannot Tie To Project CTTP $0 $0 Facility ASSET LOCATION DESCRIPTION Classification DATE ACQ . ACQ COST UTILITY OPERATIONS CENTER - 43RD AVE GP 58,490 1of1 ENR CCI Current Factor Cost 1.2978 $7,862,499 $7,862,499 288 Schedule 6 257 Bio Ops Asset Summary Facility Facility ENR CCI ASSET Classification ACQ COST Current Cost Wastewater Treatment Plant WWT $10,568,959 $16,512,702 In-Line/Off Site Master Pumping Stations WWIL $0 $0 General Plant GP $0 $0 Water Treatment Plant WT $0 $0 In-Line/Off Site High Service Pumping & Stroage WIL $0 $0 Wastewater Collection WWC $0 $0 Water Distribution System WD $0 $0 Cannot Tie To Project CTTP $0 $0 289 1of1 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 617920 8064 IRC REG. SLUDGE FACILITY WWT 10/01/94 $3,251,008 1.9116 $6,214,667 617910 8065 IRC REGIONAL SLUDGE FACILITY WWT 12/01/93 2,007,452 1.9843 3,983,308 26223 6072 CAMERA/VIDEO SURVEILLANCE MONITORING SYS WWT 09/15/11 $6,662 1.1398 $7,593 191920 8059 N.CO.WWTP SLUDGE FAC. IMP. WWT 04/28/00 155,317 1.6618 258,104 25903 8064 SLUDGE FACILITY @ LANDFILL WWT 09/08/10 5,148,521 1.1749 6,049,029 $10,568,959 $16,512,702 289 1of1 Schedule 7 269 Water Distribution Asset Summary Facility Wastewater Treatment Plant Classification ACQ COST Current Cost Wastewater Treatment Plant WWT $0 $0 In-Line/Off Site Master Pumping Stations WWIL $16,741 $20,195 General Plant GP $0 $0 Water Treatment Plant WT $7,171,035 $10,232,534 In-Line/Off Site High Service Pumping & Stroage WIL $0 $0 Wastewater Collection WWC $304,800 $424,964 Water Distribution System WD $48,407,084 $65,137,253 Cannot Tie To Project CTTP $0 $0 1of7 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 189320 8058 N CO R/O BRINE LINE WT 09/30/99 $773,753 1.7062 $1,320,194 189330 8058 SEBASTIAN WATER - CR512 WD 09/30/99 354,723 1.7062 605,237 189335 8060 SEBASTIAN WATER -CR512 WD 09/30/99 612,496 1.7062 1,045,055 193250 8058 N. BEACH R/0 CONVERSION WT 06/16/00 1,740,679 1.6618 2,892,644 193280 8058 98TH AVE WATER & SEWER PROJECT WD 06/16/00 72,410 1.6618 120,330 193320 8058 HAMMOCK LAKES WATER WD 06/16/00 78,728 1.6618 130,829 193460 8058 110TH PLACE WATER ASSESSMENT WD 06/30/00 33,262 1.6618 55,274 223164 8058 MISC WATER IMPROVEMENTS- 4TH QTR WD 09/30/05 175,661 1.3884 243,887 194900 8058 WATER MAIN RELOCATION -37TH ST WD 09/30/00 5,650 1.6618 9,390 194930 8058 SEBASTIAN WATER PHASE 2C WD 09/30/00 1,029,180 1.6618 1,710,282 194940 8058 SEBASTIAN WATER PHASE 2C WD 09/30/00 42,009 1.6618 69,809 194970 8058 58TH AVE WATER WD 09/30/00 226,582 1.6618 376,531 23311 8058 WESTWOOD SUBDIVISION WATER WD 05/09/06 40,097 1.3338 53,480 23312 8058 28TH AVE WATER ASSESSMENT WD 05/09/06 8,142 1.3338 10,859 23313 8058 SEBASTIAN PHASE 3D WATER WD 05/09/06 1,961,338 1.3338 2,615,960 23314 8058 SEBASTIAN PHASE 3E WATER WD 05/09/06 32,499 1.3338 43,347 23315 8058 SAN SEBASTIAN SPRINGS WATER MAIN WD 05/09/06 12,368 1.3338 16,496 23373 8058 WILDWOOD SUBDIVISION WATER ASSESSMENT WD 05/09/06 37,880 1.3338 50,523 23374 8058 VAN BERHEN WATER ASSESSMENT WD 05/09/06 30,751 1.3338 41,015 23375 8058 KINGSLAKE SUBDIVISION WATER WD 05/09/06 130,062 1.3338 173,472 23376 8058 WILSON MASONRY WATER MAIN EXTENSION WD 05/09/06 29,679 1.3338 39,585 23684 8058 MAZZARELLA AUTO FORCE MAIN WD 08/21/06 129,288 1.3338 172,440 23726 8058 BOBBI J WATER MAIN WD 08/31/06 33,108 1.3338 44,158 23727 8058 HAEGER HIGHLANDS WATER ASSESSMENT WD 08/31/06 42,371 1.3338 56,513 23728 8058 WESTSIDE VILLAS SUBDIVISION WD 08/31/06 99,726 1.3338 133,010 23729 8058 GREENLEAF SUBDIVISION WD 08/31/06 59,894 1.3338 79,885 23730 8058 CARLL HEIGHTS WATER WD 08/31/06 28,522 1.3338 38,042 23731 8058 ORANGE HEIGHTS WATER ASSESSMENT WD 08/31/06 124,022 1.3338 165,416 23758 8058 POINT -O -WOODS WATER ASSESSMENT WD 09/29/06 68,066 1.3338 90,783 23759 8058 SQUIRE SUBDIVISION WD 09/29/06 72,684 1.3338 96,944 23759-1 8058 SQUIRE SUBDIVISION WD 09/29/06 3,000 1.3338 4,001 23760 8058 110TH PLACE SEWER WWC 09/29/06 179,230 1.3338 239,051 23761 8058 BLOCK VILLA SUBDIVISION WD 09/29/06 34,317 1.3338 45,771 23766 8058 SOUTH R/0 CLEARWELL WT 09/29/06 3,515,283 1.3338 4,688,556 23767A 8058 ABINGTON WOODS FORCE MAIN WD 09/29/06 72,775 1.3338 97,064 201890 8062 INDIAN RIVER ESTATES WD 09/30/01 51,036 1.6298 83,180 201900 8060 GREYSTONE SUBDIVISION -PHASE 1 WD 09/30/01 25,116 1.6298 40,935 201910 8062 PUBLIX SHOPPING PLAZA WD 09/30/01 175,314 1.6298 285,731 201950 8062 OSPREY POINTE @ GRAND HARBOR WD 09/30/01 23,308 1.6298 37,988 201960 8060 CENTURY 21 BUILDING, SEBASTIAN WD 09/30/01 8,133 1.6298 13,256 201970 8062 HERON CREST ON-SITE UTILITIES WD 09/30/01 246,925 1.6298 402,446 201990 8062 OLD ORCHID GROVE - PHASE 2 WD 09/30/01 76,190 1.6298 124,176 202010 8062 OAK CHASE - PHASE 2 WD 09/30/01 143,834 1.6298 234,424 202030 8060 UNITY CENTER OF VERO BEACH WD 09/30/01 9,415 1.6298 15,345 202040 8062 ATTIC - 60 STORAGE FACILITY WD 09/30/01 21,156 1.6298 34,481 202060 8062 RIVER LAKE ESTATES WD 09/30/01 18,316 1,6298 29,852 202080 8062 POINTE WEST - CENTRAL VILLAGE WD 09/30/01 322,221 1.6298 525,164 202090 8060 RED STICK GOLF COURSE WD 09/30/01 24,210 1.6298 39,458 202110 8062 BLOCKBUSTER VIDEO SR -60 WD 09/30/01 8,568 1.6298 13,964 202130 8062 LUCAS DEVELOPMENT CONTRACTOR WD 09/30/01 15,838 1.6298 25,813 202140 8060 TANDEM HEALTH CARE WD 09/30/01 7,662 1.6298 12,488 206720 8062 CR -512 COMMERCIAL PARK WD 12/20/01 47,192 1.6298 76,915 207010 8060 FOUNTAIN TOWERS WATER SYSTEM WD 03/13/02 24,088 1.5812 38,088 207031 8060 WATERFORD LAKES PHASE I WATER WD 03/13/02 113,678 1.5812 179,750 207041 8060 GRAND HARBOR PODS ""S"" & ""T"" WD 03/13/02 206,050 1.5812 325,810 207051 8060 SABAL TRACE - PHASE I WATER WD 03/13/02 44,781 1.5812 70,809 207061 8060 CITRUS SPRINGS VILLAGES B & C WD 03/13/02 78,856 1.5812 124,688 207071 8060 GRAND HARBOR MARINA VILLAGE WD 03/13/02 9,119 1.5812 14,419 207081 8060 SUNSET COVE WATER WD 03/13/02 20,910 1.5812 33,063 290 1of7 Schedule 7 2of7 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 207091 8060 SUNSET TRACE WATER WD 03/13/02 13,462 1.5812 21,287 207100 8060 GREYSTONE SUBDIVISION PHASE I WD 03/13/02 25,116 1.5812 39,714 209751 8060 WATERS EDGE - PHASE II WATER WD 07/11/02 113,545 1.5812 179,539 210550 8058 N CO R/0 PLANT TANK HEATER WT 09/30/02 21,256 1.5812 33,610 210610 8058 INDIAN RIVER DR S OF CITY WM WD 09/30/02 215,196 1.5812 340,271 210620 8058 FOUNTAIN TOWERS WATER MAIN WD 09/30/02 20,421 1.5812 32,290 210630 8058 CR512 WATER MAIN EXTENSION WD 09/30/02 6,935 1.5812 10,965 210640 8058 IR COURTS -16"" WATER MAIN WD 09/30/02 544,514 1.5812 860,995 210650 8058 IR COURTS -12"" WATER MAIN WD 09/30/02 113,261 1.5812 179,091 210660 8058 109TH STREET WATER MAIN EXT WD 09/30/02 2,650 1.5812 4,190 210670 8058 WM LOOP - JUNGLE TRAIL/CR510 WD 09/30/02 13,432 1.5812 21,239 210680 8058 25TH AVE WATER MAIN EXTENSION WD 09/30/02 3,258 1.5812 5,152 210690 8058 10TH PLACE WATER MAIN WD 09/30/02 2,661 1.5812 4,208 210700 8058 WOODMERE TRADE CENTER WATER MN WD 09/30/02 39,154 1.5812 61,911 210710 8058 IRCC 12"" WATER MAIN WD 09/30/02 64,685 1.5812 102,281 210730 8058 CHESSERS GAP WATER MAIN WD 09/30/02 67,752 1.5812 107,130 210790 8058 60 OAKS WATER LINE R&R WD 09/30/02 1,270 1.5812 2,009 210800 8058 51ST STREET WATER SERVICE WD 09/30/02 2,499 1.5812 3,951 210810 8058 87TH ST WM RELOCATE FOR PUB WK WD 09/30/02 7,248 1.5812 11,461 210860 8058 SEBASTIAN WATER ASSESSMENT WD 09/30/02 1,271,797 1.5812 2,010,988 210861 8058 SEBASTIAN WATER ASSESSMENT WD 09/30/02 48,893 1.5812 77,311 210870 8058 CENTURY 21 WATER MAIN WD 09/30/02 28,343 1.5812 44,817 210890 8058 12"" MP WM ALONG PERIWINKLE ST WD 09/30/02 98,683 1.5812 156,040 21134-1 8060 POINTE WEST CEN VILLAGE PHASE III WATER WD 11/01/02 42,807 1.5812 67,687 21135-1 8060 ARBOR TRACE PHASE II WATER SYSTEM WD 11/01/02 120,261 1.5812 190,159 21136-1 8060 8"" WM WEST OF 80TH AVE - SOUTH OF 144TH WD 11/01/02 11,000 1.5812 17,393 21137-1 8060 WINDSOR GOLF COTTAGE, BLOCK 49 - WATER WD 11/01/02 22,156 1.5812 35,033 21201-1 8060 KENWOOD VILLAGE WATER SYSTEM WD 02/01/03 130,383 1.5444 201,359 21202 8060 TERRA LAKES OFFSITE WATER MAIN WD 02/20/03 5,231 1.5444 8,079 21240-1 8060 CITRUS SPRINGS VILLAGE B PHASE II WATER WD 02/28/03 26,180 1.5444 40,432 21200-1 8060 CRYSTAL FALLS OF VERO - WATER SYSTEM WD 02/01/03 83,250 1.5444 128,569 21265-1 8060 IND RIVER SOCCER ASSOC FAIRGROUNDS WATER WD 03/31/03 15,458 1.5444 23,873 21290-1 8060 PINE RIDGE CLUB SUBDIVISION WATER WD 03/31/03 60,540 1.5444 93,496 21353-1 8060 SEBASTIAN LAKES PHASE III WATER WD 04/30/03 38,792 1.5444 59,909 21360-1 8060 WATERFORD LAKES PHASE II SEWER WWC 04/30/03 74,200 1.5444 114,592 21396-1 8060 GRACE PINES SUBDIVISION WATER WD 05/01/03 28,800 1.5444 44,478 21429-1 8060 CITRUS SPRINGS (ALONG STH ST SW) WATER WD 06/05/03 296,626 1.5444 458,099 21428-1 8060 EMERALD ESTATES SUBDIVISION WATER WD 06/30/03 78,102 1.5444 120,618 21494-1 8060 THE FALLS OF GRAND HARBOR WATER WD 06/30/03 95,053 1.5444 146,797 21509 8058 SEBASTIAN WATER ASSESSMENT - PHASE 3B WD 07/03/03 2,156,855 1.5444 3,330,978 21511 8058 SOUTH COUNTY CHEMICAL PUMPS WT 07/07/03 51,607 1.5444 79,700 21512 8058 WATER MAIN ASSESS -USI FROM WALMART TO M: WD 07/07/03 609,689 1.5444 941,584 21514 8058 ANITA PARK WATER MAIN EXTENSION WD 07/07/03 77,927 1.5444 120,348 21510 8060 EAGLE TRACE SUBDIVISION WATER WD 07/08/03 79,861 1.5444 123,335 21545A 8060 SEA OAKS PLANTATION HOUSE WATER WD 08/11/03 38,450 1.5444 59,381 21614-1 8060 MAJESTIC OAKS SUBDIVISION WATER WD 09/15/03 152,296 1.5444 235,201 21657 8060 CHASE MEADOWS OFFSITE WATER MAIN WD 09/26/03 22,163 1.5444 34,228 21658 8058 NORTH COUNTY R/0 PLANT CHEM ROOM IMP WD 09/30/03 30,729 1.5444 47,457 21659 8058 CHASE MEADOWS WATER MAIN EXTENSION WD 09/30/03 104,962 1.5444 162,100 21660 8058 CHASE MEADOWS WATER MAIN EXTENSION WD 09/30/03 23,040 1.5444 35,582 21663 8058 47TH -49TH AVENUE WATER MAIN EXTENSION WD 09/30/03 28,645 1.5444 44,239 21664 8058 TERRA LAKES WATER MAIN EXTENSION WD 09/30/03 149,420 1.5444 230,759 21686A 8060 THE PRESERVES OF VERO - PHASE II WATER WD 10/15/03 84,039 1.5444 129,786 21687A 8060 LEGEND LAKES PHASE I WATER WD 10/15/03 79,640 1.5444 122,994 21688A 8060 CITRUS SPRINGS - VILLAGE ""C-2"" WATER WD 10/15/03 42,749 1.5444 66,020 21717A 8060 GIFFORD HEALTH CENTER WATER SYSTEM WD 10/31/03 11,371 1.5444 17,561 21718A 8060 OSLO ROAD & 43RD AVE SHOPPING CTR WATER WD 11/05/03 52,498 1.5444 81,076 21719A 8060 PARK PLACE PHASE 2A & 2B WATER WD 11/05/03 93,553 1.5444 144,479 21723 8060 PERFECTION TRUSSES WATER WD 11/14/03 25,846 1.5444 39,916 21734A 8060 PINNACLE GROVE APARTMENTS WATER WD 11/25/03 124,015 1.5444 191,525 21766A 8060 CARRIAGE LAKES OF VERO WATER WD 12/31/03 88,870 1.5444 137,247 21767 8060 GATOR LUMBER FIRE HYDRANT WD 12/31/03 17,833 1.5444 27,541 21757 8060 SYNGENTA CROP PROTECTION, INC. WATER WD 01/05/04 6,284 1.4530 9,131 21758A 8060 CRADLES TO CRAYONS, INC. WATER SYSTEM WD 01/05/04 4,256 1.4530 6,184 21759A 8060 HIGH HAWKS OF VERO PHASE I WATER SYSTEM WD 01/05/04 106,020 1.4530 154,045 21760A 8060 PALMS OF VERO WATER SYSTEM WD 01/05/04 13,650 1.4530 19,833 21761 8060 SEBASTIAN RIVER MEDICAL CENTER WATER WD 01/05/04 2,500 1.4530 3,632 21792A 8060 WALKER WOODS CLUB APARTMENTS WATER WD 01/26/04 92,660 1.4530 134,634 21793A 8060 ANSLEY PARK SUBDIVISION WATER WD 01/26/04 146,966 1.4530 213,540 21873 8058 WHIPOORWHILL ESTATES WATER MAIN WD 02/20/04 56,040 1.4530 81,425 21874 8058 WESTSIDE SUBDIVISION WATER ASSESSMENT WD 02/20/04 76,440 1.4530 111,067 21875 8058 FOREST LAKE SUBDIVISION WATER ASSESSMENT WD 02/20/04 185,643 1.4530 291269,737 2of7 Schedule 7 3of7 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 21876 8058 SUBURBAN ACRES WATER LINE EXTENSION WD 02/20/04 42,441 1.4530 61,666 21878A 8060 FOUNTAINHEAD APARTMENTS WATER SYSTEM WD 02/25/04 89,504 1.4530 130,048 21882A 8060 EAST GATE VILLAS WATER SYSTEM WD 02/28/04 29,171 1.4530 42,385 21883A 8060 RIVERWIND SUBDIVISION PHASE I WATER WD 02/28/04 139,056 1.4530 202,047 21908 8060 FAIRGROUNDS PAV WATER MN & FIRE HYDRANT WD 03/15/04 9,400 1.4530 13,658 21909A 8060 LAUREL RESERVE - PHASE 1 WATER SYSTEM WD 03/17/04 96,984 1.4530 140,916 21929A 8060 SABAL TRACE SUBDIVISION PHASE II WATER WD 04/26/04 11,625 1.4530 16,891 21960A 8060 CITY OF SEBASTIAN GOVERNMENT COMPLEX H2O WD 05/18/04 67,842 1.4530 98,574 21961A 8060 ST JOHN OF THE CROSS CATHOLIC CHURCH H2O WD 05/18/04 10,600 1.4530 15,402 21967 8060 MOBLEY SOUTHERN PLUMBING WATER WD 05/24/04 19,430 1.4530 28,232 21986A 8060 DIAMOND LAKES PH 1- WATER WD 06/21/04 76,730 1.4530 111,488 21987 8060 HERON POINTE MEDICAL CENTER - WATER WD 06/24/04 17,669 1.4530 25,673 21988A 8060 OLD ORCHID PH IV -WATER WD 06/24/04 37,302 1.4530 54,200 21989A 8060 LINDSEY LANES PHASES 2C & 21) - WATER WD 06/24/04 29,232 1.4530 42,473 22062A 8060 HABITAT HUMANITY GRACE GROVES I WATER WD 07/07/04 50,275 1.4530 73,049 22063A 8060 AMERICANA PLAZA WATER WD 07/08/04 69,817 1.4530 101,443 22064 8058 FLORIDA RIDGE WATER MAIN WD 07/08/04 493,148 1.4530 716,538 22081A 8060 SEBASTIAN RIVER LANDINGS PHASE 1 WATER WD 08/18/04 214,098 1.4530 311,081 22093B 8060 HIGH HAWK OF VERO - PHASE II WATER WD 08/23/04 8,420 1.4530 12,234 22090A 8060 WATERFORD LAKES SUB PHASE III WATER WD 08/31/04 77,655 1.4530 112,832 22091A 8060 COLLIER CLUB PHASE IIB WATER WD 09/14/04 51,330 1.4530 74,582 22102 A 8060 SUN UP ASSISTED LIVING FACILITY -WATER WD 09/30/04 5,692 1.4530 8,270 22119 A 8060 FIRST DEVELOPERS CORPORATION WD 09/30/04 69,817 1.4530 101,443 22293 A 8060 POINTE WEST CENTRAL VILLAGE -PHASE IV WD 12/10/04 75,760 1.4530 110,078 22294 A 8060 POINTE WEST N.VILLAGE TWN HOMES -PHASE I WD 12/10/04 47,135 1.4530 68,487 22193 A 8060 WINDSOR WEST ON SAVANNAH WD 01/15/05 60,286 1.3884 83,701 22193 B 8061 WINDSOR WEST ON SAVANNAH WWC 01/15/05 51,369 1.3884 71,321 22295 A 8060 TROPICAL ISLES WD 01/15/05 59,775 1.3884 82,991 22296 8060 VISUAL & PERFORMING ARTS CENTER WD 01/25/05 21,000 1.3884 29,156 22299 A 8060 CITRUS SPRINGS VILLAGE A-2 WD 01/26/05 54,048 1.3884 75,040 22300 A 8060 TOWNHOUSES @ TRILLIUM & ANTHEM LAKES WD 01/26/05 91,575 1.3884 127,143 22431 A 8060 THE LAKES AT SANDRIDGE-PHASE 1 WD 03/07/05 92,390 1.3884 128,274 22432 A 8060 ABINGTON WOODS S/D - WATER WD 03/08/05 61,035 1.3884 84,741 22244A 8060 BRIDGEPIONTE DEVELOPMENT - WATER WD 03/23/05 170,837 1.3884 237,189 22465A 8060 DIAMOND LAKES S/D PHASE 2 & 3 WD 04/01/05 120,992 1.3884 167,984 22467B 8060 POINTE WEST SOUTH VILLAGE - PHASE I WD 05/01/05 92,108 1.3884 127,882 22468A 8060 THE INLET OF SEBASTIAN WD 05/01/05 97,809 1.3884 135,798 22479A 8060 GRAND OAK ESTATES WD 05/01/05 40,781 1.3884 56,620 22487A 8060 STOW -A -WAY MINI STORAGE - WATER WD 05/01/05 54,730 1.3884 75,987 22488A 8060 SOUTH LAKE S/D - WATER & SEWER WD 05/01/05 147,318 1.3884 204,536 22502A 8060 PARK LANE ESTATES S/D - WATER WD 05/23/05 90,468 1.3884 125,605 22564A 8060 PINEAPPLE CAY S/D - WATER AND SEWER WD 06/20/05 67,548 1.3884 93,784 22591A 8060 GRACE GROVES - PHASE 11 WD 07/06/05 74,404 1.3884 103,302 22613 8060 DR. BRAD SMITH MEDICAL BUILDING -WATER WD 07/06/05 6,650 1.3884 9,233 22594A 8060 REGENCY PARK WD 07/22/05 181,743 1.3884 252,331 22595A 8060 ST MARKS CHURCH OF IRC WD 07/22/05 27,297 1.3884 37,899 22661A 8060 CITRUS SPRINGS VILLAGE -D PHASE I & 11 & WD 08/01/05 148,404 1.3884 206,044 22662A 8060 THE LAKES AT SANDGRIDGE-PHASE II WD 08/08/05 76,925 1.3884 106,802 22574A 8060 TRILLIUM NORTH -WATER WD 08/15/05 115,805 1.3884 160,783 22675A 8060 GRAVES BROTHERS WATERLINE PROJECT WD 08/15/05 208,710 1.3884 289,772 22686A 8060 PUBLIC WORKS ROAD & BRIDGE COMPLEX-WATEI WD 08/16/05 21,550 1.3884 29,920 22770A 8060 PELICAN ISLES ONSITE UTILITIES - WATER WD 09/01/05 66,772 1.3884 92,706 22771A 8060 PELICAN ISLES OFFSITE UTILITIES - WATER WD 09/01/05 42,600 1.3884 59,146 22772A 8060 POINT WEST SOUTH VILLAGE - PH II WATER WD 09/02/05 127,903 1.3884 177,579 22832A 8060 POINTE WEST NORTH VILLAGE TWNHMS - PH II WD 09/15/05 24,842 1.3884 34,491 22140A 8060 STADNIK INDUSTRIAL WD 10/01/05 30,590 1.3884 42,471 22185A 8060 OLD SAVANNAH S/D - WATER WD, 10/01/05 79,908 1.3884 110,944 22238 8060 PINE GROVE -WATER WD 10/01/05 36,855 1.3884 51,169 22258A 8060 OAKS OF VERO - WATER WD 10/01/05 103,263 1.3884 143,370 22311 8060 HIDDEN LAKES - WATER WD 10/01/05 87,569 1.3884 121,580 22312 8060 RIVERWIND - PHASE 11- WATER WD 10/01/05 80,524 1.3884 111,799 23147A 8060 OAK HALLOW ESTATES - WATER WD 03/10/06 43,675 1.3338 58,252 23148A 8060 HARBOR COMMERICAL CENTER - WATER WD 03/10/06 35,904 1.3338 47,887 23149A 8060 WINGATE SUBDIVISION - WATER WD 03/10/06 164,379 1.3338 219,242 23150A 8060 WHITE FENCES - WATER WD 03/10/06 81,810 1.3338 109,115 23151A 8060 LAUREL RESERVE, PHASE Il - WATER WD 03/10/06 93,841 1.3338 125,162 23190A 8060 ARSENAULT 4"" WATERLINE WD 03/10/06 39,900 1.3338 53,217 23191A 8060 COLLIER CLUB, PHASE 3A - WATER WD 03/10/06 72,813 1.3338 97,116 23192A 8060 FOUNTAINS AT AMBER LAKES - WATER WD 03/10/06 124,687 1.3338 166,303 23193A 8060 BEST WESTERN MOTEL - WATER WD 03/10/06 19,021 1.3338 25,370 23194A 8060 FLORIN URSULEAN AUTO CENTER -WATER WD 03/10/06 3,225 1.3338 4,301 23195A 8060 SEDONA PALMS - WATER WD 03/10/06 67,988 1.3338 90,680 292 3of7 Schedule 7 4of7 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 23296 8058 AERODROME WATER MAIN WD 04/18/06 9,665 1.3338 12,890 23397A 8060 WOODFIELD PHASE I WD 06/01/06 244,617 1.3338 326,262 23398A 8060 VERO STOW -A -WAY WD 06/01/06 54,730 1.3338 72,997 23399A 8060 DIAMOND COURT VILLAGE WD 06/01/06 106,869 1.3338 142,538 23400A 8060 ASHBURY SUBDIVISION SEB. WD 06/01/06 290,086 1.3338 386,906 23402A 8060 PALADIN PLACE 11 WD 06/01/06 114,931 1.3338 153,290 23403 A 8060 SOMMERS CONTRACTORS TRADES WD 06/01/06 6,374 1.3338 8,502 23404A 8060 VERO LAGO (N LAKES - PHASE I) WD 06/01/06 255,228 1.3338 340,413 23533A 8060 OSLO VENTURE WALGREENS WD 06/07/06 27,413 1.3338 36,562 23652 8058 ORANGE HEIGHTS WATER MAIN EXTENSION WD 08/09/06 92,137 1.3338 122,889 23740A 8060 FOUR LAKES AKA TWO LAKES - WATER WD 09/29/06 135,749 1.3338 181,057 23741A 8060 SEBASTIAN CROSSING - WATER WD 09/29/06 158,105 1.3338 210,875 23742A 8060 INDIAN RIVER INDUSTRIAL CENTER -WATER WD 09/29/06 36,350 1.3338 48,482 23743A 8060 BRADFORD PLACE - WATER WD 09/29/06 241,010 1.3338 321,450 23745A 8060 VERONA TRACE - WATER WD 09/29/06 1,113,280 1.3338 1,484,853 23746A 8060 ISLES AT WATERWAY VILLAGE - WATER WD 09/29/06 561,896 1.3338 749,436 23747A 8060 SEBASTIAN NORTHPOINT OFFICE BLDG -WATER WD 09/29/06 13,875 1.3338 18,506 23748A 8060 FALCON TRACE - WATER WD 09/29/06 718,400 1.3338 958,176 23762A 8060 STONEYBROOK FARMS - WATER WD 09/29/06 201,628 1.3338 268,924 23764A 8060 TAMARIND LAKES AKA TOWNHOMES WEST WD 09/29/06 38,952 1.3338 51,953 23969 8058 LAKEWOOD TERRACE WD 03/12/07 315,672 1.2978 409,668 24087A 8060 STARBUCKS AT VERO MALL WD 04/04/07 3,080 1.2978 3,997 24088A 8060 O'NEIL COMMERCIAL DEVELOPMENT WD 04/04/07 20,182 1.2978 26,192 24115A 8060 POINT WEST N VILLAGE, PH V - WATER WD 04/04/07 49,233 1.2978 63,893 24116A 8060 THE ENCLAVE SUBDIVISION - WATER WD 04/04/07 74,891 1.2978 97,191 24117A 8060 HARBOR TRADE CENTER -WATER WD 04/04/07 38,650 1.2978 50,159 24156A 8060 SUN SKY USA - WATER WD 05/22/07 16,812 1.2978 21,818 24158A 8060 TIMBERLAKE SUBDIVISION -WATER WD 05/22/07 115,258 1.2978 149,577 24166A 8060 POINTE WEST E VILLAGE PHASE I - WATER WD 05/25/07 360,729 1.2978 468,141 24167A 8060 PRO-TRANSMASTERS 11- WATER WD 05/25/07 8,450 1.2978 10,966 24218 8058 CRYSTAL SANDS SUBDIVISION WD 06/14/07 111,470 1.2978 144,662 24219 8058 WINTER BEACH PARK WATER ASSESSMENT WD 06/14/07 77,280 1.2978 100,291 24222A 8060 VERO LAGO PHASE 5 WD 06/29/07 159,903 1.2978 207,517 24223A 8060 VERO LAGO PHASE 4 WD 06/29/07 158,083 1.2978 205,155 24224A 8060 VERO LAGO PHASE 3 WD 06/29/07 164,589 1.2978 213,597 24225A 8060 SEA OAKS VILLAS BY THE RIVER WD 06/29/07 7,230 1.2978 9,383 24226A 8060 HARBOR CHASE @ VERO PHASE 1 WD 06/29/07 54,783 1.2978 71,095 24227A 8060 THE OAKS OF VERO PHASE 2 WD 06/29/07 111,414 1.2978 144,589 24228A 8060 VERO LAGO PHASE 2 WD 06/29/07 236,488 1.2978 306,905 24229A 8060 LINKS AT PW CLUBHOUSE WD 06/29/07 5,160 1.2978 6,696 24252A 8060 FIRE STATION #4 WD 06/30/07 21,000 1.2978 27,253 24258A 8060 TRILLIUM WEST WD 07/26/07 123,590 1.2978 160,391 24259A 8060 IRC JAIL EXPANSION WD 07/26/07 57,632 1.2978 74,793 24266A 8060 PROVENCE BAY WD 08/31/07 302,709 1.2978 392,846 24267A 8060 INDIAN RIVER CLUB WD 08/31/07 100,290 1.2978 130,153 24293A 8060 BELLA-VISTA ISLES WD 08/31/07 104,930 1.2978 136,175 24353 8058 66TH AVE WATER MAIN CR510 TO 77TH WD 08/31/07 658,841 1.2978 855,021 24270A 8060 GATOR LUMBER WEST WD 09/06/07 15,325 1.2978 19,888 24419A 8060 WOODFIELD, LOTS 77-181 WD 09/30/07 120,610 1.2978 156,523 24474A 8060 WOODFIELD, LOTS 37-76 WD 09/30/07 21,690 1.2978 28,149 24475A 8060 WOODFIELD, LOTS 1A -36D WD 09/30/07 78,330 1.2978 101,654 24520 8058 HARDEE'S ADD. TO SEB. 8"" WM CONSTRUCTIO WD 09/30/07 12,830 1.2978 16,650 24521 8058 BILLY'S AUTO WD 09/30/07 28,903 1.2978 37,509 24522 8058 BARKET WATER SERVICE WD 09/30/07 1,469 1.2978 1,906 24523 8058 VERO STOW AWAY MINI STORAGE WD 09/30/07 6,222 1.2978 8,075 24524 8058 ROSELAND SUNTRUST BANK WD 09/30/07 4,321 1.2978 5,607 24525 8058 GROVENER ESTATES WD 09/30/07 20,941 1.2978 27,176 24526 8058 SLOANE'S RESTAURANT WD 09/30/07 3,533 1.2978 4,584 24527 8058 HOBART ROAD INDUSTRIAL PARK WD 09/30/07 2,479 1.2978 3,217 24528 8058 LUCELLE BUCKNER WATER IMPROV. WD 09/30/07 2,864 1.2978 3,717 24529 8058 ANTILLES MISC. WATER IMPROVMENTS WD 09/30/07 6,796 1.2978 8,820 24530 8058 SR 60 INDUSTRIAL PARK WD 09/30/07 5,807 1.2978 7,536 24531 8058 32NS AVE (15TH ST SW TO 12TH ST SW) WD 09/30/07 11,402 1.2978 14,797 24533 8058 BLOCK VILLA S/D WD 09/30/07 7,797 1.2978 10,119 24675 8058 LAKEWOOD VILLAGE MHP WATER CONNECTION WD 09/30/07 40,945 1.2978 53,137 24716A 8058 NEW LIBERTY MAGNET WATER MAIN WD 09/30/07 28,285 1.2978 36,708 24717A 8058 FALCON TRACE WATER & SEWER FORCE MAIN WD 09/30/07 70,496 1.2978 91,488 24719 8058 16"" WATER MAIN -POINTE WEST DRIVE TO 74T WD 09/30/07 174,993 1.2978 227,100 24748A 8060 BELLA ROSA WD 11/21/07 334,615 1.2978 434,251 24749A 8060 HUNTINGTON PLACE WD 11/21/07 331,319 1.2978 429,974 24750A 8060 GRACE WOODS SUBDIVISION WD 01/02/08 56,876 1.2440 70,756 24751A 8060 ILES AT WATERWAY WD 01/02/08 696,299 1.2440 866,227 293 4of7 Schedule 7 5 of 7 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 24872 8060 PETERS / SCHLITT COMMERCIAL PROPERTY WD 02/20/08 8,630 1.2440 10,736 24873A 8060 RINKER MATERIALS WD 02/20/08 9,784 1.2440 12,172 24874A 8060 M.C. MILLER WD 02/20/08 33,000 1.2440 41,053 24904 8058 SHAHLOUB WATER MAIN / US#1 WD 03/10/08 76,896 1.2440 95,662 24995A 8060 FIELDSTONE RANCH WD 03/27/08 181,335 1.2440 225,589 25010A 8060 490 OLD DIXIE WD 03/27/08 33,890 1.2440 42,161 25011A 8060 VERO CHRISTIAN CHURCH WD 03/27/08 27,097 1.2440 33,710 25034A 8060 874 RESIDENTIAL WD 04/30/08 88,460 1.2440 110,048 25035A 8060 THE OLIVE GARDEN WD 04/30/08 8,471 1.2440 10,538 25036A 8060 HOBART INDUSTRIAL PARK WD 04/30/08 256,691 1.2440 319,335 25037A 8060 FIELDSTONE RANCH WD 04/30/08 495,032 1.2440 615,841 25046A 8060 SEBASTIAN CROSSINGS WD 05/13/08 15,321 1.2440 19,060 25061 8058 27TH DRIVE NORTH OF 4TH STREET WD 06/09/08 43,142 1.2440 53,671 25063 8058 53RD STREET WATER MAIN WD 06/09/08 30,533 1.2440 37,984 25065A 8060 ASHLEY LAKES NORTH WD 06/11/08 265,440 1.2440 330,219 25068A 8060 VENEZIA ESTATES WD 06/26/08 12,043 1.2440 14,982 25069A 8060 CENTURY TOWN CENTER WD 06/26/08 185,347 1.2440 230,579 25084A 8060 37TH ST ROADWAY IMPROVEMENTS WD 08/01/08 116,727 1.2440 145,213 25081A 8060 OAK ISLAND PHASE III WD 08/31/08 26,173 1.2440 32,560 25082A 8060 BEANS UTILITY EXTENSION WD 08/31/08 40,507 1.2440 50,393 25114A 8060 77TH STREET - TUSKANY LAKES WD 09/18/08 561,184 1.2440 698,138 25150A 8060 16TH MANOR & 76TH DRIVE (POINTE WEST) WD 09/25/08 36,020 1.2440 44,811 25151A 8060 53RD ST BTWN 58TH AVE & LATERAL H CANAL WD 09/25/08 916,925 1.2440 1,140,695 25155A 8060 IRSC - MUELLER CAMPUS WD 09/30/08 41,879 1.2440 52,100 25223 8058 BENT PINE RIB BASIN PROJECT WD 09/30/08 1,018,673 1.2440 1,267,273 25224 8058 MEADOWLARK WOODS S/D WATER ASSESSMNT WD 09/30/08 52,317 1.2440 65,085 25236A 8060 3515 9TH ST SW - GOODWILL OSLO WD 09/30/08 6,837 1.2440 8,506 25248 8058 HOBART WM ON 77TH (CITRUS SPRINGS) WD 09/30/08 377,084 1.2440 469,109 25249 8058 37TH ST WATER & FORCE MAINS WD 09/30/08 68,009 1.2440 84,606 25250 8058 26TH ST 6"" FM-BELLA VISTA TO BELLA ROSA WD 09/30/08 48,239 1.2440 60,012 25251 8058 PELICAN ISLAND FIRE HYDRANT & 6"" WM WD 09/30/08 19,137 1.2440 23,807 25276A 8060 5555 20TH ST / SAM'S CLUB EXPANSION & WD 12/09/08 41,070 1.2440 51,093 25277A 8060 11165 ROSELAND ROAD/KASHICHURCH FOUNDA WD 12/09/08 102,128 1.2440 127,052 25278A 8060 6655 US#1/NORTH COUNTY CHARTER SCHOOL WD 12/09/08 22,677 1.2440 28,211 25279A 8060 NE CORNER OF 53RD ST & US #1 -THE LANDING WD 12/09/08 46,510 1.2440 57,860 25436A 8060 4250 38TH AVE/ST PETERS BAPTIST CHURCH WD 01/29/09 3,925 1.2063 4,735 25449 8058 WINTER GROVE WATER ASSESSMENT WD 02/12/09 64,177 1.2063 77,417 25451A 8060 10350 NORTH AlA (GOLDEN SANDS PARK) WD 02/20/09 26,393 1.2063 31,838 25431A 8060 3555 9TH ST SW (ACE HARDWARE) WD 03/10/09 17,100 1.2063 20,628 25432A 8060 8575 20TH ST (HYUNDAI CAR DEALERSHIP) WD 03/10/09 5,297 1.2063 6,390 25469A 8060 WALGREENS - 5298 OLD DIXIE HWY WD 05/11/09 62,112 1.2063 74,926 25470A 8060 SEBASTIAN SUNOCO - 9020 SEBASTIAN BLVD WD 05/11/09 56,424 1.2063 68,064 25471A 8060 CVS PHARMACY - 2500 53RD STREET WD 05/11/09 15,590 1.2063 18,806 25490 8060 210 AIRPORT DRIVE EAST - LOPRESTI HANGER WD 06/05/09 8,877 1.2063 10,708 25491A 8060 87TH AVE - COUNTRYSIDE NORTH WD 06/05/09 56,424 1.2063 68,064 25498 8058 VERO LAKE ESTATES 12"" WATER MAIN 79TH S WD 06/29/09 252,351 1.2063 304,411 25534 8058 VERO LAKE ESTATES WATER MAIN - PHASE II WD 07/24/09 520,744 1.2063 628,173 25535 8058 VERO LAKE ESTATES WATER LINE WD 07/24/09 1,245,770 1.2063 1,502,774 25541 8060 TA TRUCK STOP WATER - UPC#2973 WD 08/12/09 12,740 1.2063 15,368 25547 8058 WEST WABASSO WATER MAIN WD 08/27/09 10,989 1.2063 13,256 25547A 8060 WEST WABASSO WATER MAIN - CDBG PORTION WD 08/27/09 661,257 1.2063 797,675 25553A 8060 STORM GROVE MIDDLE SCHOOL WD 08/31/09 287,342 1.2063 346,621 25554A 8060 KASHI CHURCH FOUNDATION -PODS A & K WD 08/31/09 23,141 1.2063 27,915 25572 8060 FIRE STATION #9 WATER DIST SYSTEM WD 09/21/09 12,032 1.2063 14,514 2SS73A 8060 CHRIST THE KING PRESBYTERIAN - WATER SYS WD 09/21/09 26,306 1.2063 31,733 25574A 8060 POINTE WEST MEDICAL OFFICES - WATER WD 09/21/09 58,956 1.2063 71,119 25575 8060 SANDRIDGE COMMERCIAL PLAZA - WATER WD 09/21/09 17,219 1.2063 20,771 25576A 8060 HARBOR WALK/SPRINGHILL SUITES WD 09/23/09 26,215 1.2063 31,623 25587 8058 129TH PL S/D WATER ASSESSMENT WD 09/30/09 39,924 1.2063 48,160 25590A 8060 FIRE STATION #12 WD 09/30/09 3,302 1.2063 3,983 25591 8060 TREASURE COAST COMMUNITY HEALTH CENTER WD 09/30/09 11,798 1.2063 14,232 25630A 8060 MT. ZION BAPTIST CHURCH UTILITY IMPROVEM WD 09/30/09 8,915 1.2063 10,754 25631A 8060 9225 US 1 LIFT STATION WWIL 09/30/09 16,741 1.2063 20,195 25632A 8060 MAIN ST & INDIAN RIVER DR BOAT RAMP WD 09/30/09 12,430 1.2063 14,994 25634 8058 SAN SEBASTIAN SPRINGS WATER IMPROVEMENT! WD 09/30/09 538,538 1.2063 649,639 256368 8058 WABASSO BRIDGE SUBAQUEOUS PIPE CROSSING WD 09/30/09 1,163,429 1.2063 1,403,445 25637 8058 6"" WATER MAIN - VERO CADILLAC US 1 WD 09/30/09 41,395 1.2063 49,935 25710 8060 INDIAN RIVER ESTATES - PHASE 3 WATER IMP WD 04/29/10 98,774 1.1749 116,051 25716A 8060 LEXINGTON PLACE PHASE 3 & 4 WATER IMP WD 05/27/10 141,216 1.1749 165,916 25717A 8060 LEXINGTON PLACE PHASE 2 WATER IMP WD 05/27/10 91,105 1.1749 107,040 25718A 8060 BENT PINE PRESERVE PHASE I WATER IMP WD 05/27/10 74,375 1.1749 87,383 25807 8060 MASSEY ICE BOX WATER IMPROVEMENTS WD 08/30/10 18,772 1.1749 22,055 294 5 of 7 Schedule 7 6of7 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 25813A 8060 IRCSD WABASSO SCHOOL WATER IMPROVEMENT; WD 09/03/10 19,830 1.1749 23,298 25814 8060 WATERWAY VILLAGE FORMOSA CIR WATER IMP WD 09/03/10 35,000 1.1749 41,122 25874 8058 RIVER CLUB AT GRAND HARBOR WATER LINES WD 09/07/10 50,904 1.1749 59,808 25902A 8060 SHERWIN WILLIAMS (SEBASTIAN) WATER IMP WD 09/08/10 5,900 1.1749 6,932 25887A 8060 SEGOVIA LAKES WATER IMPROVEMENTS WD 09/10/10 204,233 1.1749 239,954 25900 8058 COLLEGE LANE 16"" WATER MAIN WD 09/24/10 293,422 1.1749 344,743 25925A 8060 ABC FINE WINES AND LIQUORS WATER IMPROVE WD 09/30/10 1,426 1.1749 1,675 25947 8060 SRMC - PATIENT TOWER ADDITION WATER IMP WD 09/30/10 7,443 1.1749 8,744 25948 8060 DODGERTOWN ELEM FOOD SERVICES BLDG H2O WD 09/30/10 5,588 1.1749 6,565 25954 8060 RACEWAY STORE WATER IMPROVEMENTS WD 11/17/10 31,000 1.1749 36,422 25958A 8060 REALTORS ASSOCIATION OF IRC - WATER WD 12/09/10 4,188 1.1749 4,921 25978A 8060 WINDSOR -OCEAN BLUFF WATER IMPROVEMENTS WD 02/08/11 34,812 1.1398 39,679 25989 8058 12"" WATER MAIN - S RELIEF CANAL & US 1 WD 03/30/11 48,594 1.1398 55,387 26080 8058 16"" WATER MAIN - COLLEGE LANE TO KINGS WD 04/12/11 202,966 1.1398 231,341 26082 8058 BRINE LINE TO SPOONBILL PIPE MARSH WT 04/30/11 1,068,457 1.1398 1,217,829 26089 8058 16TH ST/SR 60 WM & FM RELOCATION WD 05/31/11 384,855 1.1398 438,659 26189A 8060 GRACEWOODS WEST S/D-HABITAT FOR HUMANPI WD 08/03/11 25,635 1.1398 29,219 26199 8060 THE FOUNTAINS - LOT 4 & 5 WD 08/03/11 11,449 1.1398 13,050 26214 8060 HABITAT FOR HUMANITY OTC BUILDING -WATER WD 09/06/11 14,031 1.1398 15,993 26213 8060 WILD WIND S/D WATER IMPROVEMENTS WD 09/07/11 2,948 1.1398 3,360 26221A 8058 WATERWAY VILLAGE WATER LINES WD 09/09/11 132,630 1.1398 151,172 26272A 8060 TIRE KINGDOM WATER IMPROVEMENTS WD 09/30/11 1,756 1.1398 2,001 26293A 8060 NORTH SHORE CLUB WATER IMPROVEMENTS WD 10/31/11 32,187 1.1398 36,686 26522 8060 JOHN'S ISLAND WEST CLUBHOUSE WATER IMP WD 07/30/12 100,806 1.1107 111,961 26585 8058 26TH ST FROM 74TH TO 8ND AVE WATER IMP WD 09/30/12 21,310 1.1107 23,668 26622 8060 WINDSOR TOWN CENTER WATER MAIN WD 09/30/12 9,970 1.1107 11,073 26624A 8060 IRCSD SUPPORT COMPLEX WATER IMPROVEMENI WD 09/30/12 51,051 1.1107 56,701 26626A 8060 SRA TRANSIT ADMIN FACILITY WATER IMPRMNT WD 09/30/12 15,745 1.1107 17,488 26627 8060 COMMUNITY ASPHALT WATER MAIN EXTENSION WD 09/30/12 21,656 1.1107 24,052 26635A 8060 QUAIL CREEK PD WATER IMPROVEMENTS WD 09/30/12 214,911 1.1107 238,693 26637 8058 92ND COURT WATER MAIN WD 09/30/12 17,454 1.1107 19,386 26640 8058 53RD ST WATER MAIN -LAT H TO IND RIV BLVD WD 09/30/12 164,609 1.1107 182,825 26601 8058 SHADY ACRES WATER ASSESSMENT PROJECT WD 11/30/12 14,218 1.1107 15,792 26666A 8060 FIELDSTONE RANCH S/D-PHASE 11 WATER WD 02/15/13 28,607 1.0829 30,977 26667A 8060 WINDSOR S/D - BLOCK 46 WATER WD 02/15/13 31,083 1.0829 33,658 27365A 8060 HARBOR POINT SHOPPING CENTER WATER IMP WD 09/30/13 104,723 1.0829 113,400 27366A 8060 CROSS CREEK LAKE ESTATES WATER IMP WD 09/30/13 315,591 1.0829 341,739 27379A 8060 WATERSIDE SUBDIVISION WATER WD 09/30/13 168,023 1.0829 181,944 27433A 8060 THE VILLAS AT THREE OAKS WATER WD 10/31/13 232,005 1.0829 251,227 27439A 8060 COLLIER CLUB IIIB WATER IMPROVEMENTS WD 11/25/13 37,390 1.0829 40,488 27441A 8060 FIELDSTONE RANCH - PHASE 3 WATER IMPRVMN WD 12/23/13 57,761 1.0829 62,547 27500 8058 OSLO WM LOOPS - 9TH MANOR & 13TH ST WD 01/27/14 47,425 1.0543 49,998 27501 8058 OSLO CUSTOMER CONVENIENCE CTR WATER IMP WD 01/27/14 75,414 1.0543 79,505 27515A 8060 RESERVE @ PELICAN ISLAND S/D WATER WD 03/07/14 23,845 1.0543 25,139 27680 8060 NORTH COUNTY CHARTER SCHOOL III WATER WD 05/07/14 4,919 1.0543 5,185 27690 8060 BEACH COVER RECREATION AREA WATER WD 05/30/14 45,375 1.0543 47,837 27691 8060 FARNSWORTH OSLO & 27TH WATER IMPROVEMN WD 05/30/14 19,070 1.0543 20,105 27693 8060 COVE @ WATERWAY VILLAGE WATER IMPROVMI WD 06/01/14 130,223 1.0543 137,288 27731 8060 LIFE FOR YOUTH CAMP CHAPEL WATER IMPROVE WD 06/24/14 22,415 1.0543 23,631 27762 8060 COLLIER CLUB IIIC WATER IMPROVEMENTS WD 08/18/14 31,960 1.0543 33,694 27775 8060 DOLLAR GENERAL (27TH AVE RUTZ CTR) WATER WD 09/16/14 5,420 1.0543 5,714 27779 8060 MCDONALD'S AT HARBOR POINT WATER IMPROV WD 09/30/14 9,640 1.0543 10,163 27913 8060 LAKE SAPPHIRE WATER IMPROVEMENTS WD 10/31/14 62,413 1.0543 65,800 27971 8060 CUMBERLAND FARMS -45TH & US1 WATER IMP WD 12/31/14 7,955 1.0543 8,387 27919 8060 TREASURE COAST ELEMENTARY CLASSROOM ADI WD 01/31/15 13,670 1.0302 14,083 28030 8060 SPYGLASS S/D WATERMAIN EXTENSION WD 02/28/15 41,752 1.0302 43,013 28055 8060 COLLIER CLUB PHASE IIID WATER IMPROVEMNT WD 04/22/15 66,463 1.0302 68,469 28056 8060 INDIAN RIVER RECYCLERS LLC WATER IMPROVE WD 04/22/15 18,150 1.0302 18,698 28227 8058 VERO LAKE ESTATES 107TH AVE WATER MAIN WD 07/31/15 363,475 1.0302 374,450 28315 8060 MILLSTONE LANDING PHASE VI WATER IMP WD 09/30/15 211,805 1.0302 218,200 28316 8060 MILLSTONE LANDING PHASE V WATER IMP WD 09/30/15 82,236 1.0302 84,719 28317 8060 FIRE STATION #13 WATER IMPROVEMENTS WD 09/30/15 11,455 1.0302 11,801 28318 8060 MILLSTONE LANDING PHASE IV WATER IMP WD 09/30/15 176,228 1.0302 181,549 28357 8060 OSLO RD FAMILY DOLLAR WATER IMPROVEMENT WD 10/31/15 22,490 1.0302 23,169 28569 8060 CITRUS ELEMENTARY SCHOOL WATER IMPROVMI WD 02/11/16 26,964 1.0000 26,964 28571 8060 SCHOOL BRD ADMIN BLDG WATER IMPROVMNT WD 02/11/16 49,807 1.0000 49,807 28572 8060 SERENOA PHASE 3 WATER IMPROVEMENTS WD 02/11/16 87,771 1.0000 87,771 28573 8060 BERKLEY SQUARE S/D WATER IMPROVMNTS WD 02/11/16 96,398 1.0000 96,398 28577 8060 ADVANCED AUTO PARTS OSLO WATER IMP WD 03/07/16 12,300 1.0000 12,300 28419 8060 O'REILLY AUTO PARTS WATER IMPROVEMENTS WD 03/10/16 1,210 1.0000 1,210 28629 8060 LILY'S CAY WATER IMPROVEMENTS WD 03/31/16 112,747 1.0000 112,747 28630 8060 SEBASTIAN ASSIST LIVING FAC-WATERCREST WD 03/31/16 14,012 1.0000 14,012 295 6of7 Schedule 7 296 7of7 Facility ENR CCI ASSET LOCATION : DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 28631 8060 SEBASTIAN ASSIST LIVING FAC-WATERCREST WD 03/31/16 37,287 1.0000 37,287 28677 8060 AUDREY'S FEED STORE WATER IMPROVEMENTS WD 05/19/16 15,533 1.0000 15,533 28688 8060 ACORN MINI STORAGE SEBASTIAN -WATER IMP WD 06/07/16 13,734 1.0000 13,734 28689 8060 SUN UP ADULT CARE CENTER -WATER IMPROVMN WD 06/07/16 40,733 1.0000 40,733 28539 8058 19TH ST SW & 20TH AVE SW TIE IN WD 06/22/16 38,919 1.0000 38,919 28696 8058 FALCON TRACE PHASE II WATER MAIN TIE IN WD 06/22/16 26,780 1.0000 26,780 28697 8058 INDIAN RIVER DR WATER ASSESSMENT WD 06/22/16 51,268 1.0000 51,268 28697A 8058 INDIAN RIVER DR WATER ASSESSMENT WD 06/22/16 64,118 1.0000 64,118 28702 8058 66TH AVE WATER MAIN -26TH ST TO 49TH ST. WD 06/24/16 615,248 1.0000 615,248 28724 8060 RESTORATION HARDWARE EXP -VB OUTLETS WD 07/07/16 13,294 1.0000 13,294 193260 8058 R&R SCHUMANN WATER WD 06/16/00 44,189 1.6618 73,433 $55,899,660 $75,814,946 296 7of7 Schedule 8 268 WW Collection Asset Summary Facility Facility ENR CCI Classification ACQ COST Current Cost Wastewater Treatment Plant WWT $10,332,499 $15,721,365 In-Line/Off Site Master Pumping Stations WWIL $4,221,921 $4,757,322 General Plant GP $8,800 $11,420 Water Treatment Plant WT $0 $0 In-Line/Off Site High Service Pumping & Stroage WIL $11,517 $13,532 Wastewater Collection WWC $58,727,250 $75,922,943 Water Distribution System WD $1,469 $1,906 Cannot Tie To Project CTTP $0 $0 1of5 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 26633 8061 CITY OF SEBASTIAN RIVEWVIEW PARK L/S IMP WWIL 09/30/12 $1,660 1.1107 $1,844 61480 7060 NORTH CO. WWTP BUILDING WWT 12/01/90 2,366,775 2.1847 5,170,694 193290 8059 98TH AVE WATER & SEWER PROJECT WWC 06/16/00 101,652 1.6618 168,924 193330 8059 HAMMOCK LAKES SEWER WWC 06/16/00 103,362 1.6618 171,766 22974 8059 MASTER PLAN UPDATE WWT 10/01/05 461,805 1.3884 641,168 22975 8059 SUNRISE DRIVE SEWER LATERAL WWC 10/01/05 6,014 1.3884 8,350 194920 8059 S. CO. WWTP CHLORINE SYSTEM WWT 09/30/00 203,679 1.6618 338,473 23765 8059 CENTRAL REGIONAL WWTP ODOR STUDY WWT 09/29/06 2,226,754 1.3338 2,969,962 201930 8062 HARBOR ISLAND - PHASE V WWC 09/30/01 52,976 1.6298 86,342 201940 8062 HARBOR ISLAND - PHASE II WWC 09/30/01 39,091 1.6298 63,711 201980 8062 MCKEE BOTANICAL GARDENS WWC 09/30/01 92,722 1.6298 151,120 202020 8062 RUBY TUESDAYS US#1 SEBASTIAN WWC 09/30/01 34,195 1.6298 55,732 202050 8062 SHANNONS WALK PUD WWC 09/30/01 72,983 1.6298 118,950 202070 8062 WALKER AVENUE APARTMENTS WWC 09/30/01 266,983 1.6298 435,136 202100 8062 POLO GROUNDS @ POINTE WEST WWC 09/30/01 307,895 1.6298 501,816 202120 8062 ST. ELIZABETH ISLAND @ GRAND WWC 09/30/01 83,609 1.6298 136,269 202260 8062 ST. PHILLIPS ISLAND @ WWC 09/30/01 46,601 1.6298 75,952 207020 8061 INDEPENDENT IMPORTS OF VB WWC 03/13/02 6,778 1.5812 10,717 207032 8061 WATERFORD LAKES PHASE I SEWER WWC 03/13/02 209,563 1.5812 331,365 207042 8061 GRAND HARBOR PODS ""S"" & ""T"" WWC 03/13/02 230,188 1.5812 363,978 207052 8061 SABAL TRACE - PHASE I SEWER WWC 03/13/02 32,860 1.5812 51,958 207062 8061 CITRUS SPRINGS VILLAGES B & C WWC 03/13/02 177,143 1.5812 280,101 207072 8061 GRAND HARBOR VILLAGE MARINA WWC 03/13/02 9,109 1.5812 14,403 207082 8061 SUNSET COVE SEWER WWC 03/13/02 36,740 1.5812 58,094 207092 8061 SUNSET TRACE SEWER WWC 03/13/02 33,034 1.5812 52,235 208340 8061 EMERALD ESTATES FORCE MAIN WWC 05/07/02 56,531 1.5812 89,388 209752 8061 WATERS EDGE - PHASE lI SEWER WWC 07/11/02 87,485 1.5812 138,333 210540 8059 ROUSSEAU RIVER SHORES SEWER WWC 09/30/02 2,705 1.5812 4,277 210560 8059 LAUREL WOODS FORCE R&R WWC 09/30/02 26,838 1.5812 42,437 210720 8059 CLEVELAND STREET FORCE MAIN WWC 09/30/02 52,294 1.5812 82,688 210740 8059 WATERS EDGE FORCE MAIN WWC 09/30/02 5,913 1.5812 9,350 210750 8059 EAGLE TRACE FORCE MAIN WWC 09/30/02 298,783 1.5812 472,440 210760 8059 HOMELESS ASSISTANCE FM EXT WWC 09/30/02 144,683 1.5812 228,776 210770 8059 IR COURTS - MP SEWER WWC 09/30/02 50,002 1.5812 79,064 210780 8059 WOODMERE TRADE CENTER FORCE MN WWC 09/30/02 38,790 1.5812 61,335 210840 8059 SOUTH COUNTY WWTP - PHASE II WWC 09/30/02 9,345 1.5812 14,776 210880 8059 74TH AVE FORCE MAIN RELOCATE WWC 09/30/02 95,004 1.5812 150,223 21134-2 8061 POINTE WEST CEN VILLAGE PHASE III SEWER WWC 11/01/02 38,512 1.5812 60,896 21135-2 8061 ARBOR TRACE PHASE II SEWER SYSTEM WWC 11/01/02 121,151 1.5812 191,566 21136-2 8061 8"" SEWER W OF 80TH AVE AND S OF 144TH S WWC 11/01/02 7,120 1.5812 11,258 21137-2 8061 WINDSOR GOLF COTTAGE, BLOCK 49 - SEWER WWC 11/01/02 18,898 1.5812 29,881 21200-2 8061 CRYSTAL FALLS OF VERO - SEWER SYSTEM WWC 02/01/03 208,169 1.5444 321,490 21201-2 8061 KENWOOD VILLAGE - SEWER SYSTEM WWC 02/01/03 230,276 1.5444 355,631 21240-2 8061 CITRUS SPRINGS VILLAGE B PHASE II SEWER WWC 02/28/03 31,020 1.5444 47,906 21265-2 8061 IR SOCCER ASSOC FAIRGROUNDS SEWER WWC 03/31/03 97,851 1.5444 151,118 21290-2 8061 PINE RIDGE CLUB SUBDIVISION SEWER WWC 03/31/03 178,277 1.5444 275,326 21353-2 8061 SEBASTIAN LAKES PHASE III SEWER WWC 04/30/03 50,025 1.5444 77,257 21360-2 8061 WATERFORD. LAKES PHASE 11 SEWER WWC 04/30/03 112,400 1.5444 173,587 21396-2 8061 GRACE PINES SUBDIVISION SEWER WWC 05/01/03 53,400 1.5444 82,469 21429-2 8061 CITRUS SPRINGS (ALONG 5TH ST SW) SEWER WWC 06/05/03 114,220 1.5444 176,398 21428-2 8061 EMERALD ESTATES SUBDIVISION SEWER WWC 06/30/03 175,931 1.5444 271,702 21494-2 8061 THE FALLS OF GRAND HARBOR SEWER WWC 06/30/03 242,441 1.5444 374,418 21513 8059 TROPIC GROVE LIFT STATION IMPROVEMENTS WWIL 07/07/03 8,383 1.5444 12,947 21515 8059 NORTH COUNTY WWTP LIFT STATION UPGRADE WWT 07/07/03 26,037 1.5444 40,211 21545B 8061 SEA OAKS PLANTATION HOUSE SEWER WWC 08/11/03 85,516 1.5444 132,067 297 1of5 Schedule 8 2of5 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 21614-2 8061 MAJESTIC OAKS DEVELOPMENT CORP. WWC 09/15/03 327,300 1.5444 505,472 21661 8059 CHLORINE TANK INSTALLATION AT WRWWTP WWT 09/30/03 42,385 1.5444 65,458 21665 8059 KINGS HIGHWAY FORCE MAIN EXTENSION WWC 09/30/03 361,448 1.5444 558,209 21666 8059 ARBOR TRACE 10""/6"" FORCE MAIN EXTENSIO WWC 09/30/03 180,289 1.5444 278,433 21686B 8061 THE PRESERVES OF VERO - PHASE II SEWER WWC 10/15/03 113,545 1.5444 175,355 21687B 8061 LEGEND LAKES SUBDIVISION PHASE I SEWER WWC 10/15/03 179,209 1.5444 276,765 21688B 8061 CITRUS SPRINGS - VILLAGE ""C-2"" SEWER WWC 10/15/03 51,887 1.5444 80,132 21717B 8061 GIFFORD HEALTH CENTER SEWER SYSTEM WWC 10/31/03 4,429 1.5444 6,841 21718B 8061 OSLO ROAD & 43RD AVE SHOPPING CTR SEWER WWC 11/05/03 124,251 1.5444 191,889 21719B 8061 PARK PLACE PHASE 2A & 2B SEWER WWC 11/05/03 97,885 1.5444 151,170 21734B 8061 PINNACLE GROVE APARTMENTS SEWER WWC 11/25/03 197,168 1.5444 304,500 21766B 8061 CARRIAGE LAKES OF VERO SEWER WWC 12/31/03 195,404 1.5444 301,776 21758B 8061 CRADLES TO CRAYONS, INC. SEWER SYSTEM WWC 01/05/04 2,752 1.4530 3,999 21759B 8061 HIGH HAWK OF VERO PHASE I SEWER SYSTEM WWC 01/05/04 110,831 1.4530 161,036 21760B 8061 PALMS OF VERO SEWER SYSTEM WWC 01/05/04 80,635 1.4530 117,162 21792B 8061 WALKER WOODS CLUB APARTMENTS SEWER WWC 01/26/04 169,286 1.4530 245,970 21793B 8061 ANSLEY PARK SUBDIVISION SEWER WWC 01/26/04 259,674 1.4530 377,303 21878B 8061 FOUNTAINHEAD APARTMENTS SEWER SYSTEM WWC 02/25/04 136,538 1.4530 198,388 21882B 8061 EAST GATE VILLAS SEWER SYSTEM WWC 02/28/04 29,530 1.4530 42,907 21883B 8061 RIVERWIND SUBDIVISION PHASE I SEWER WWC 02/28/04 322,748 1.4530 468,949 21884 8061 RIVERWINDS SUBDIVISION WASTEWATER UTIL WWC 02/28/04 117,258 1.4530 170,374 21909B 8061 LAUREL RESERVE - PHASE I SEWER SYSTEM WWC 03/17/04 204,898 1.4530 297,714 21929B 8061 SABAL TRACE SUBDIVISION PHASE II SEWER WWC 04/26/04 1,275 1.4530 1,853 21960B 8061 CITY OF SEBASTIAN GOVT COMPLEX SEWER WWC 05/18/04 119,985 1.4530 174,337 21961B 8061 ST JOHN OF THE CROSS CATHOLIC CHURCH SWR WWC 05/18/04 7,600 1.4530 11,043 21988B 8061 OLD ORCHID PH IV - SEWER WWC 06/24/04 53,788 1.4530 78,153 21989B 8061 LINDSEY LANES PHASES 2C & 2D - WATER WWC 06/24/04 16,138 1.4530 23,448 22062B 8061 HABITAT HUMANITY GRACE GROVES I SEWER WWC 07/07/04 152,275 1.4530 221,254 22063B 8061 AMERICANA PLAZA SEWER WWC 07/08/04 44,992 1.4530 65,373 21986B 8061 DIAMOND LAKES PH 1 - SEWER WWC 07/09/04 214,343 1.4530 311,438 220818 8061 SEBASTIAN RIVER LANDINGS PHASE I SEWER WWC 08/18/04 356,632 1.4530 518,181 22093A 8061 HIGH HAWK OF VERO - PHASE 11 SEWER WWC 08/23/04 7,760 1.4530 11,275 22090B 8061 WATERFORD LAKES SUB PHASE III SEWER WWC 08/31/04 93,152 1.4530 135,349 22091B 8061 COLLIER CLUB PHASE IIB SEWER WWC 09/14/04 52,946 1.4530 76,930 22102 B 8061 SUN UP ASSISTED LIVING FACILITY - SEWER WWC 09/30/04 31,046 1.4530 45,109 22119 B 8061 FIRST DEVELOPERS CORPORATION WWC 09/30/04 44,992 1.4530 65,373 22292 8061 DAVIS STREET COMMERCIAL CNTR-H20/SEWER WWC 12/09/04 6,964 1.4530 10,119 22293 B 8061 POINTE WEST CENTRAL VILLAGE -PHASE IV WWC 12/10/04 85,046 1.4530 123,571 22294 B 8061 POINTE WEST N.VILLAGE TWN HOMES -PHASE I WWC 12/10/04 41,205 1.4530 59,870 22295 B 8061 TROPICAL ISLES WWC 01/15/05 184,625 1.3884 256,333 22299 B 8061 CITRUS SPRINGS VILLAGE A-2 WWC 01/26/05 57,367 1.3884 79,648 22300 B 8061 TOWNHOUSES @ TRILLIUM & ANTHEM LAKES WWC 01/26/05 182,595 1.3884 253,514 22431 B 8061 THE LAKES AT SANDRIDGE-PHASE 1 WWC 03/07/05 279,729 1.3884 388,375 22432 B 8061 ABINGTON WOODS S/D - SEWER WWC 03/08/05 212,635 1.3884 295,222 22244 B 8061 BRIDGEPOINTE DEVELOPMENT - SEWER WWC 03/23/05 283,164 1.3884 393,144 224658 8061 DIAMOND LAKES S/D WATER / SEWER WWC 04/01/05 69,180 1.3884 96,049 22467 8061 POINTE WEST SOUTH VILLAGE - PHASE 1 WWC 05/01/05 208,083 1.3884 288,901 22468B 8061 THE INLET OF SEBASTIAN WWC 05/01/05 152,948 1.3884 212,353 22479B 8061 GRAND OAK ESTATES - SEWER WWC 05/01/05 39,541 1.3884 54,899 22488B 8061 SOUTH LAKE S/D - WATER & SEWER WWC 05/01/05 349,007 1.3884 484,560 22502B 8061 PARK LANE ESTATES S/D - SEWER WWC 05/23/05 79,930 1.3884 110,975 225648 8061 PINEAPPLE CAY S/D - WATER & SEWER WWC 06/20/05 148,285 1.3884 205,879 22591B 8061 GRACE GROVES - PHASE II WWC 07/06/05 84,321 1.3884 117,071 22613B 8061 DR BRAD SMITH MEDICAL BUILDING - SEWER WWC 07/06/05 332 1.3884 461 22592B 8061 JOHN'S ISLAND WEST REUSE MAIN Re Use 07/18/05 77,817 1.3884 108,041 22594B 8061 REGENCY PARK WWC 07/22/05 245,527 1.3884 340,888 22595B 8061 ST MARKS CHURCH OF IRC WWC 07/22/05 22,571 1.3884 31,337 22556 8059 OAKS OF VERO - SEWER IMPROVEMENTS WWC 08/01/05 35,903 1.3884 49,848 22661B 8061 CITRUS SPRINGS VILLAGE -D PHASE 1&2 AND WWC 08/01/05 417,795 1.3884 580,064 22662B 8061 THE LAKES AT SANDRIDGE - PHASE 11 WWC 08/08/05 81,246 1.3884 112,802 22574B 8061 TRILLIUM NORTH - SEWER WWC 08/15/05 137,616 1.3884 191,066 22686B 8061 PUBLIC WORK ROAD & BRIDGE COMPLEX -SEWER WWC 08/16/05 5,648 1.3884 7,841 22770B 8061 PELICAN ISLES ONSITE UTILITIES - SEWER WWC 09/01/05 192,374 1.3884 267,091 22771B 8061 PELICAN ISLES OFFSITE UTILITIES - SEWER WWC 09/01/05 23,245 1.3884 32,273 22772B 8061 POINT WEST SOUTH VILLAGE -PH II - SEWER WWC 09/02/05 112,540 1.3884 156,250 22832B 8061 POINTE WEST NORTH VILLAGE TWNHMS-PH II WWC 09/15/05 21,046 1.3884 29,221 25899 8059 ROSELAND H2O TANK FIBER DATA FLOW TO L/S WIL 09/23/10 11,517 1.1749 13,532 22140B 8061 STADNIK INDUSTRIAL WWC 10/01/05 10,650 1.3884 14,786 22185B 8061 OLD SAVANNAH S/D - SEWER WWC 10/01/05 121,207 1.3884 168,283 22238A 8061 PINE GROVE - SEWER WWC 10/01/05 128,329 1.3884 298178,172 2of5 Schedule 8 3of5 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 22258B 8061 OAKS OF VERO - SEWER WWC 10/01/05 141,290 1.3884 196,166 22311A 8061 HIDDEN LAKES - SEWER WWC 10/01/05 178,985 1.3884 248,502 22312A 8061 RIVERWIND PHASE II - SEWER WWC 10/01/05 129,642 1.3884 179,994 23147B 8061 OAK HALLOW ESTATES - SEWER WWC 03/10/06 132,604 1.3338 176,862 23148B 8061 HARBOR COMMERCIAL CENTER - SEWER WWC 03/10/06 9,610 1.3338 12,817 23149B 8061 WINGATE SUBDIVISION - SEWER WWC 03/10/06 37,795 1.3338 50,410 23151B 8061 LAUREL RESERVE, PHASE II - SEWER WWC 03/10/06 115,259 1.3338 153,728 23191B 8061 COLLIER CLUB, PHASE 3A - SEWER WWC 03/10/06 102,253 1.3338 136,381 23192B 8061 FOUNTAINS AT AMBER LAKES - SEWER WWC 03/10/06 257,070 1.3338 342,870 23194B 8061 FLORIN URSULEAN AUTO CENTER -SEWER WWC 03/10/06 6,758 1.3338 9,014 23195B 8061 SEDONA PALMS - SEWER WWC 03/10/06 78,103 1.3338 104,171 23397B 8061 WOODFIELD PHASE I WWC 06/01/06 565,806 1.3338 754,652 23399B 8061 DIAMOND COURT VILLAGE WWC 06/01/06 103,385 1.3338 137,891 23400B 8061 ASHBURY SUBDIVISION SEB WWC 06/01/06 475,095 1.3338 633,664 23402B 8061 PALADIN PLACE Il WWC 06/01/06 341,594 1.3338 455,605 23404B 8061 VERO LAGO (N LAKES - PHASE I) WWC 06/01/06 281,687 1.3338 375,703 23533B 8061 OSLO VENTURE WALGREENS WWC 06/07/06 146,742 1.3338 195,718 23534B 8061 SEBASTIAN RIVER LANDING II WWC 06/07/06 768,606 1.3338 1,025,139 23740B 8061 FOUR LAKES AKA TWO LAKES - SEWER WWC 09/29/06 121,125 1.3338 161,552 23741B 8061 SEBASTIAN CROSSING - SEWER WWC 09/29/06 351,378 1.3338 468,654 23742B 8061 INDIAN RIVER INDUSTRIAL CENTER - SEWER WWC 09/29/06 188,548 1.3338 251,478 23743B 8061 BRADRORD PLACE - SEWER WWC 09/29/06 397,246 1.3338 529,832 23744B 8061 SEBASTIAN RIVERBOAT TOURS - SEWER WWC 09/29/06 2,500 1.3338 3,334 23745B 8061 VERON TRACE - SEWER WWC 09/29/06 1,178,913 1.3338 1,572,391 23746B 8061 ISLES AT WATERWAY VILLAGE - SEWER WWC 09/29/06 1,302,624 1.3338 1,737,392 23747B 8061 SEBASTAIN NORTHPOINT OFFICE BLDG -SEWER WWC 09/29/06 12,302 1.3338 16,408 23748B 8061 FALCON TRACE - SEWER WWC 09/29/06 368,379 1.3338 491,330 23762B 8061 STONEYBROOK FARMS - SEWER WWC 09/29/06 375,105 1.3338 500,301 23764B 8061 TAMARIND LAKES AKA TOWNHOMES WEST WWC 09/29/06 47,660 1.3338 63,567 24114B 8061 COOKSEY TRADING CENTER WWC 04/04/07 33,214 1.2978 43,104 24115B 8061 POINT WEST N. VILLAGE PH V - SEWER WWC 04/04/07 45,390 1.2978 58,906 24116B 8061 THE ENCLAVE SUBDIVISION - SEWER WWC 04/04/07 154,966 1.2978 201,110 24117B 8061 HARBOR TRADE CENTER - SEWER WWC 04/04/07 3,620 1.2978 4,698 24156B 8061 SUN SKY USA - SEWER WWC 05/22/07 5,860 1.2978 7,605 24157B 8061 WAH00 MANAGEMENT - SEWER WWC 05/22/07 1,800 1.2978 2,336 24158B 8061 TIMBERLAKE SUBDIVISION - SEWER WWC 05/22/07 258,357 1.2978 335,287 24166B 8061 POINTE WWEST E VILLAGE PH I -SEWER WWC 05/25/07 668,109 1.2978 867,049 24167B 8061 PRO-TRANSMASTERS II - SEWER WWC 05/25/07 11,775 1.2978 15,281 24214B 8061 FOXWOOD - SEWER WWC 05/25/07 165,004 1.2978 214,137 24222B 8061 VERO LAGO PHASE 5 WWC 06/29/07 167,031 1.2978 216,767 24223B 8061 VERO LAGO PHASE 4 WWC 06/29/07 187,016 1.2978 242,704 24224B 8061 VERO LAGO PHASE 3 WWC 06/29/07 219,722 1.2978 285,148 24225B 8061 SEA OAKS VILLAS BY THE RIVER WWC 06/29/07 2,730 1.2978 3,543 24226B 8061 HARBOR CHASE @ VERO PHASE 1 WWC 06/29/07 62,745 1.2978 81,428 24227B 8061 THE OAKS OF VERO PHASE 2 WWC 06/29/07 160,595 1.2978 208,414 24228B 8061 VERO LAGO PHASE 2 WWC 06/29/07 303,277 1.2978 393,582 24230B 8061 VERO SOUTH CIRCLE WWC 06/29/07 138,641 1.2978 179,923 24252B 8061 FIRE STATION 44 WWC 06/30/07 6,500 1.2978 8,435 24255B 8061 IRC EMERGENCY OPERATIONS CENTER GP 07/26/07 8,800 1.2978 11,420 24256B 8061 KUHNERT CONTRACTOR TRADES WWC 07/26/07 9,280 1.2978 12,043 24257B 8061 PERRY PARTNERS WWC 07/26/07 4,021 1.2978 5,218 24258B 8061 TRILLIUM WEST WWC 07/26/07 119,191 1.2978 154,682 24259B 8061 IRC JAIL EXPANSION WWC 07/26/07 334,463 1.2978 434,055 24266B 8061 PROVENCE BAY WWC 08/31/07 421,100 1.2978 546,490 24267B 8061 INDIAN RIVER CLUB WWC 08/31/07 58,428 1.2978 75,826 24268B 8061 TARMAC AMERICA WWC 08/31/07 142,408 1.2978 184,812 24269B 8061 CHESNUTT COMMERCIAL WWC 08/31/07 7,430 1.2978 9,642 24293B 8061 BELLA-VISTA ISLES WWC 08/31/07 290,405 1.2978 376,878 24352 8059 74TH AVENUE FORCE MAIN WWC 08/31/07 1,436,386 1.2978 1,864,092 24354 8059 CENTRAL WWTP EXPANSION WWT 08/31/07 5,005,064 1.2978 6,495,399 24270B 8061 GATOR LUMBER WEST WWC 09/06/07 3,440 1.2978 4,464 24419B 8061 WOODFIELD, LOTS 77-181 WWC 09/30/07 255,188 1.2978 331,174 24474B 8061 WOODFIELD, LOTS 37-76 WWC 09/30/07 47,845 1.2978 62,092 24475B 8061 WOODFIELD, LOTS 1A -36D WWC 09/30/07 164,637 1.2978 213,661 24516 8059 INDIAN RIVER CLUB WWC 09/30/07 3,573 1.2978 4,636 24517 8059 BARKET WATER SERVICE WD 09/30/07 1,469 1.2978 1,906 24518 8059 5TH ST SW @ LATERAL J CANAL WWC 09/30/07 2,180 1.2978 2,829 24519 8059 GIFFORD PARK WWC 09/30/07 2,957 1.2978 3,838 24674 8059 OAK ISLAND, PHASE II WWC 09/30/07 141,725 1.2978 183,926 24717B 8059 FALCON TRACE WATER & SEWER FORCE MAIN WD/WWC 09/30/07 99,662 1.2978 299129,337 3of5 Schedule 8 4of5 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 24720 8059 6"" FORCE MAIN - 26TH ST/58TH AVE TO 66T WWC 09/30/07 84,784 1.2978 110,030 24748B 8061 BELLA ROSA WWC 11/21/07 121,372 1.2978 157,512 24749B 8061 HUNTINGTON PLACE WWC 11/21/07 626,315 1.2978 812,810 24750B 8061 GRACE WOODS SUBDIVISION WWC 01/02/08 229,402 1.2440 285,386 24751B 8061 ILES AT WATERWAY WWC 01/02/08 584,103 1.2440 726,649 24878 8059 8"" FM / 1ST ST SW - 43RD AVE TO 27TH AV WWC 02/22/08 60,059 1.2440 74,716 24905 8059 DAISIE HOPE CENTER LIFT STATION WWIL 03/10/08 84,868 1.2440 105,579 24995B 8061 FIELDSTONE RANCH WWC 03/27/08 609,619 1.2440 758,392 25010B 8061 490 OLD DIXIE WWC 03/27/08 210,104 1.2440 261,378 25011B 8061 VERO CHRISTIAN CHURCH WWC 03/27/08 1,420 1.2440 1,767 25012B 8061 RINKER 53RD ST WWC 03/27/08 96,453 1.2440 119,991 25046B 8061 SEBASTIAN CROSSINGS WWC 05/13/08 58,682 1.2440 73,003 25062 8059 65TH STREET FORCE MAIN WWC 06/09/08 205,470 1.2440 255,614 25064 8059 LIFT STATIONS 68 & 69/13ENT PINE REDIRECT WWIL 06/09/08 202,852 1.2440 252,357 25065B 8061 ASHLEY LAKES NORTH WWC 06/11/08 529,818 1.2440 659,117 25066B 8061 OAK ISLAND OFF-SITE WWC 06/11/08 178,481 1.2440 222,038 25068B 8061 VENEZIA ESTATES WWC 06/26/08 367,244 1.2440 456,868 25069B 8061 CENTURY TOWN CENTER WWC 06/26/08 170,191 1.2440 211,725 25073 8059 8TH ST FM - IR BLVD TO 82ND AVENUE WWC 07/14/08 8,729,604 1.2440 10,860,005 25084B 8061 37TH ST ROADWAY IMPROVEMENTS WWC 08/01/08 34,521 1.2440 42,946 25081B 8061 OAK ISLAND PHASE III WWC 08/31/08 28,513 1.2440 35,471 25082B 8061 BEANS UTILITY EXTENSION WWC 08/31/08 45,123 1.2440 56,135 25083B 8061 GRAND HARBOR RESERVE WWC 08/31/08 214,955 1.2440 267,414 25149B 8061 2015 9TH ST SW (BARKETT GRAVITY SEWER) WWC 09/25/08 5,500 1.2440 6,842 25150B 8061 16TH MANOR & 76TH DRIVE (POINTE WEST) WWC 09/25/08 20,797 1.2440 25,872 25151B 8061 53RD ST BTWN 58TH AVE & LATERAL H CANAL WWC 09/25/08 315,771 1.2440 392,833 25276B 8061 5555 20TH ST/SAM'S CLUB EXPANSION & WWC 12/09/08 16,883 1.2440 21,003 25277B 8061 11165 ROSELAND ROAD/KASHI CHURCH FOUNDA WWC 12/09/08 283,100 1.2440 352,189 252788 8061 6655 US#1/NORTH COUNTY CHARTER SCHOOL WWC 12/09/08 5,914 1.2440 7,357 25279B 8061 NE CORNER OF 53RD ST & US#1-THE LANDINGS WWC 12/09/08 53,322 1.2440 66,335 25435B 8061 7965 BAY STREET/SEB RIVER MEDICAL PLAZA WWC 01/29/09 17,470 1.2063 21,074 25436B 8061 4250 38TH AVE/ST PETERS BAPTIST CHURCH WWC 01/29/09 350 1.2063 422 25437B 8061 6000 4TH ST/IMAGINE CHARTER SCHOOL WWC 01/29/09 32,715 1.2063 39,464 25451B 8061 10350 NORTH AlA (GOLDEN SANDS PARK) WWC 02/20/09 159,686 1.2063 192,630 25431B 8061 3555 9TH ST SW (ACE HARDWARE) WWC 03/10/09 13,387 1.2063 16,149 25432B 8061 8575 20TH ST (HYUNDAI CAR DEALERSHIP) WWC 03/10/09 28,526 1.2063 34,411 25469B 8061 WALGREENS - OLD DIXIE HWY WWC 05/11/09 133,428 1.2063 160,954 25492B 8061 CR510 & AIA - WABASSO BEACH PARK RESTORA WWC 06/05/09 218,262 1.2063 263,290 25496B 8061 11660 S. INDIAN RIVER DRIVE WWC 06/22/09 6,765 1.2063 8,161 25539 8061 ROCKRIDGE VACUUM SEWER PROJECT WWC 07/31/09 6,600,964 1.2063 7,962,750 25539A 8059 ROCKRIDGE VACUUM SEWER MITIGATION WWC 07/31/09 1,013,231 1.2063 1,222,262 2SS52B 8059 WABASSO BEACH PARK LIFT STATION WWIL 08/28/09 158,526 1.2063 191,230 25552C 8061 WABASSO BEACH PARK LIFT STATION WWIL 08/28/09 45,399 1.2063 54,765 25553B 8061 STORM GROVE MIDDLE SCHOOL WWC 08/31/09 116,020 1.2063 139,954 25554B 8061 KASHI CHURCH FOUNDATION - PODS A & K WWC 08/31/09 215,539 1.2063 260,005 25573B 8061 CHRIST THE KING PRESBYTERIAN - SEWER WWC 09/21/09 47,309 1.2063 57,069 25574B 8061 POINTE WEST MEDICAL OFFICES - SEWER WWC 09/21/09 25,614 1.2063 30,899 25576B 8061 HARBOR WALK/SPRINGHILL SUITES WWC 09/23/09 214,984 1.2063 259,335 25590B 8061 FIRE STATION #12 WWC 09/30/09 2,712 1.2063 3,271 25594 8059 LIFT STATION #58 ON 37TH ST IMPROVEMENTS WWIL 09/30/09 176,799 1.2063 213,273 25630B 8061 MT. ZION BAPTIST CHURCH UTILITY IMPROVEM WWC 09/30/09 4,318 1.2063 5,209 25631B 8061 9225 US 1 LIFT STATION IMPROVEMENTS WWIL 09/30/09 4,565 1.2063 5,507 25632B 8061 MAIN ST & INDIAN RIVER DR BOAT RAMP WWC 09/30/09 3,800 1.2063 4,584 25636A 8059 WABASSO BRIDGE SUBAQUEOUS PIPE CROSSING WWC 09/30/09 1,163,429 1.2063 1,403,445 25638 8059 24"" FM - 15TH AVENUE TO OSLO ROAD WWC 09/30/09 275,623 1.2063 332,485 25657 8061 FPL GIFFORD SUBSTATION SEWER IMPROVEMNT WWC 01/19/10 9,337 1.1749 10,970 25667 8059 GRAND HARBOR REUSE 12"" PIPELINE Re Use 03/31/10 861,241 1.1749 1,011,877 25716B 8061 LEXINGTON PLACE PHASE 3 & 4 SEWER IMP WWC 05/27/10 172,585 1.1749 202,771 25717B 8061 LEXINGTON PLACE PHASE 2 SEWER IMP WWC 05/27/10 116,023 1.1749 136,316 25718B 8061 BENT PINE PRESERVE PHASE I SEWER IMP WWC 05/27/10 87,003 1.1749 102,220 25810 8059 SUMMER PLACE/SHELL LANE SEWERASSESSMN7 WWC 08/31/10 64,524 1.1749 75,809 25813B 8061 IRCSD WABASSO SCHOOL SEWER IMPROVEMENT; WWC 09/03/10 16,614 1.1749 19,520 25902B 8061 SHERWIN WILLIAMS (SEBASTIAN) SEWER IMP WWC 09/08/10 3,940 1.1749 4,629 25887B 8061 SEGOVIA LAKES SEWER IMPROVEMENTS WWC 09/10/10 417,480 1.1749 490,500 25924 8059 LATERAL G FM CONVERSION TO 8"" REUSE MN Re Use 09/30/10 1,064,664 1.1749 1,250,880 25925B 8061 ABC FINE WINES AND LIQUORS SEWER IMPROVE WWC 09/30/10 3,497 1.1749 4,109 25952 8061 HOOD RESIDENCE PRIVATE LIFT STATION WWIL 09/30/10 8,610 1.1749 10,116 25958B 8061 REALTORS ASSOCIATION OF IRC - SEWER WWC 12/09/10 53,174 1.1749 62,474 25978B 8061 WINDSOR - OCEAN BLUFF SEWER IMPROVEMENT WWC 02/08/11 48,290 1.1398 55,041 26150 8059 FORCE MAIN - UNDER 66TH AVE & RANGELINE WWC 07/19/11 22,217 1.1398 300 25,323 4of5 Schedule 8 301 5of5 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 261898 8061 GRACEWOODS WEST S/D-HABITAT FOR HUMANI- WWC 08/03/11 28,837 1.1398 32,869 26221B 8059 WATERWAY VILLAGE SEWER LINES WWC 09/09/11 183,156 1.1398 208,761 26272B 8061 TIRE KINDGOM SEWER IMPROVEMENTS WWC 09/30/11 1,524 1.1398 1,736 26293B 8061 NORTH SHORE CLUB SEWER IMPROVEMENTS WWC 10/31/11 163,630 1.1398 186,506 26397 8059 NWWTP REUSE STORAGE & REPUMP FACILITY WWIL 05/31/12 3,104,100 1.1107 3,447,592 26398 8059 82ND AVE BRIDGE RELOCATION & REUSE Re Use 05/31/12 169,579 1.1107 188,344 26624B 8061 IRCSD SUPPORT COMPLEX SEWER IMPROVEMENT WWC 09/30/12 19,941 1.1107 22,147 26626B 8061 SRA TRANSIT ADMIN FACILITY SEWER IMPRVMT WWC 09/30/12 24,744 1.1107 27,482 26634 8061 STORM GROVE -57TH & 66TH UTILITY CROSSING WWC 09/30/12 49,494 1.1107 54,971 26635B 8061 QUAIL CREEK PD SEWER IMPROVEMENTS WWC 09/30/12 178,380 1.1107 198,119 26636 8059 NORTH CO R/0 BRINE/CR 510 FM TO REUSE WWC 09/30/12 949,402 1.1107 1,054,460 26666B 8061 FIELDSTONE RANCH S/D - PHASE 2 SEWER WWC 02/15/13 59,346 1.0829 64,263 26667B 8061 WINDSOR S/D - BLOCK 46 SEWER WWC 02/15/13 31,005 1.0829 33,574 27365B 8061 HARBOR POINT SHOPPING CENTER SEWER IMP WWC 09/30/13 92,430 1.0829 100,088 27366B 8061 CROSS CREEK LAKE ESTATES SEWER IMP WWC 09/30/13 599,936 1.0829 649,643 27378 8061 INEOS NEW PLANET BIO -ENERGY PH 11 SEWER WWC 09/30/13 8,331 1.0829 9,021 27379B 8061 WATERSIDE SUBDIVISION SEWER WWC 09/30/13 246,752 1.0829 267,196 27433B 8061 THE VILLAS AT THREE OAKS SEWER WWC 10/31/13 437,771 1.0829 474,042 27439B 8061 COLLIER CLUB II113 SEWER IMPROVEMENTS WWC 11/25/13 45,198 1.0829 48,943 27441B 8061 FIELDSTONE RANCH - PHASE 3 SEWER IMPRVMN WWC 12/23/13 82,220 1.0829 89,032 27443 8059 WEST WABASSO GRAVITY SEWER LINES WWC 01/06/14 929,180 1.0543 979,590 27514 8061 SOUTH COUNTY PARK SEWER & FORCE MAIN WWC 03/07/14 219,406 1.0543 231,309 27515B 8061 RESERVE @ PELICAN ISLAND S/D SEWER WWC 03/07/14 125,242 1.0543 132,037 27516A 8059 JOHNSON RESIDENCE GRAVITY SEWER EXTENSIO WWC 03/07/14 9,039 1.0543 9,529 27516B 8061 JOHNSON RESIDENCE GRAVITY SEWER EXTENSIO WWC 03/07/14 9,039 1.0543 9,529 27691A 8061 FARNSWORTH OSLO & 27TH SEWER IMPROVMNT WWC 05/30/14 3,500 1.0543 3,690 27693A 8061 COVE @ WATERWAY VILLAGE SEWER IMPROVMN WWC 06/01/14 164,358 1.0543 173,275 27762A 8061 COLLIER CLUB IIIC SEWER IMPROVEMENTS WWC 08/18/14 25,152 1.0543 26,516 27775A 8061 DOLLAR GENERAL (27TH AVE RUTZ CTR) -SEWER WWC 09/16/14 5,190 1.0543 5,472 27913A 8061 LAKE SAPPHIRE SEWER IMPROVEMENTS WWC 10/31/14 12,450 1.0543 13,125 27971A 8061 CUMBERLAND FARMS -45TH & US 1 SEWER IMP WWC 12/31/14 1,210 1.0543 1,276 28055A 8061 COLLIER CLUB PHASE HID SEWER IMPROVEMNT WWC 04/22/15 61,621 1.0302 63,482 28315A 8061 MILLSTONE LANDING PHASE VI SEWER IMP WWC 09/30/15 229,648 1.0302 236,582 28316A 8061 MILLSTONE LANDING PHASE V SEWER IMP WWC 09/30/15 98,328 1.0302 101,297 28317A 8061 FIRE STATION #13 SEWER IMPROVEMENTS WWC 09/30/15 39,570 1.0302 40,765 28318A 8061 MILLSTONE LANDING PHASE IV SEWER IMP WWC 09/30/15 393,698 1.0302 405,586 28572A 8061 SERENOA PHASE 3 SEWER IMPROVEMENTS WWC 02/11/16 85,202 1.0000 85,202 28573A 8061 BERKLEY SQUARE S/D SEWER IMPROVEMENTS WWC 02/11/16 106,659 1.0000 106,659 28577A 8061 ADVANCED AUTO PARTS OSLO SEWER IMP WWC 03/07/16 4,812 1.0000 4,812 28419A 8061 O'REILLY AUTO PARTS SEWER IMPROVEMENTS WWC 03/10/16 14,150 1.0000 14,150 28629A 8061 LILY'S CAY SEWER IMPROVEMENTS WWC 03/31/16 75,891 1.0000 75,891 28631A 8061 SEBASTIAN ASSIST LIVING FAC-WATERCREST WWC 03/31/16 1,564 1.0000 1,564 193270 8059 R&R SCHUMANN DR F.M. WWC 06/16/00 27,577 1.6618 45,827 210600 8059 HAWKS NEST L/S R&R WWC 09/30/02 8,240 1.5812 13,029 229911 8059 MISC SEWER IMPROVEMENTS WC 12/30/05 27,312 1.3884 37,920 210590 8059 R&R WET WELL REHAB WC 09/30/02 107,188 1.5812 169,488 193240 8059 R&R WET WELL REHAB WC 06/16/00 80,868 1.6618 134,386 26084 6060 MODEL TJ125 TRADEWINDS GENERATOR SET WWIL 05/05/11 61,261 1.1398 69,825 27067 6060 125KW TRADEWINDS GENERATOR-L/S 200 WWIL 05/23/13 64,912 1.0829 70,290 270.68 6060 65 KW TRADEWINDS GENERATOR - L/S 58 WWIL 05/23/13 50,780 1.0829 54,987 27273 6060 TRADEWINDS TOTAL PAK 125KW GENERATOR WWIL 05/22/14 65,405 1.0543 68,953 27272 6060 TRADEWINDS TOTAL PAC 65KW GENERATOR WWIL 05/30/14 46,515 1.0543 49,039 27714 6060 TRADEWINDS TOTAL PAK 125KW GENERATOR WWIL 11/30/14 68,983 1.0543 72,726 24374A 6065 VACUUM COMPRESSOR ASSEMBLY & DEBRIS TAN WWC 10/01/13 54,473 1.0829 58,986 27262 6065 V311LHAE/1300 VAC -CON SEWER CLEANER WWC 03/14/14 302,932 1.0543 319,30 28306 6060 TRADEWINDS TJ125 TOTAL PAC GENERATOR SET WWIL 09/17/15 58,417 1.0302 60,181 208440 8059 L/S GENERATOR SET REPAIR WWIL 09/13/01 9,886 1.6298 16,113 $75,791,786 $99,458,761 301 5of5 Schedule 9 282 OSP Marsh Asset Summary Facility Facility ENR CCI Classification ACQ COST Current Cost Wastewater Treatment Plant WWT $0 $0 In-Line/Off Site Master Pumping Stations WWIL $0 $0 General Plant GP $0 $0 Water Treatment Plant WT $9,604,129 $9,893,422 In-Line/Off Site High Service Pumping & Stroage WIL $0 $0 Wastewater Collection WWC $0 $0 Water Distribution System WD $0 $0 Cannot Tie To Project CTTP $0 $0 302 Iof1 Facility ENR CCI ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Current Cost 28348E 6059 SIEMENS LUT400 ULTRASOUNIC OUTFLOW ME] WT 09/30/15 $19,172 1.0302 $19,750 28348A 6059 SD900 SAMPLER ON PORT COMPACT BASE WT 09/30/15 2,871 1.0302 2,958 28348B 6059 SD900 CONTROLLER ON ROTOMOLD AWRS BAS WT 09/30/15 5,366 1.0302 5,528 28348C 6059 SD900 CONTROLLER ON ROTOMOLD AWRS BAS. WT 09/30/15 5,366 1.0302 5,528 28348F 8058 PUMP STATION WITH XYLEM PUMPS WT 09/30/15 689,923 1.0302 710,755 28348D 8058 ALGAL HARVEST SCREEN & FLEX RAKE WT 09/30/15 527,570 1.0302 543,500 28348 8058 OSPREY MARSH STORMWATER PARK WT 09/30/15 5,425,356 1.0302 5,589,171 28348AA 8060 OSPREY MARSH CONTRIBUTION FROM FUND 31 WT 09/30/15 2,905,416 1.0302 2,993,143 28348G 8058 OSPREY MARSH STORMWATER PARK-ADDL COS WT 02/11/16 23,090 1.0000 23,090 $9,604,129 $9,893,422 302 Iof1 Schedule 10 Water Mains Diameter (Inches) Material Length (Ft) Unit Price Total 42 DIP 351 $250.00 $87,750 36 DIP 415 $230.00 95,450 30 DIP 8253 $180.00 1,485,540 PVC PVC 1227 $180.00 220,860 24 DIP 21151 $147.00 3,109,197 PVC HDPE 325 $180.00 58,500 PVC PVC 7721 $147.00 1,134,987 20 DIP 85400 $125.00 10,675,000 PVC HDPE 517 $150.00 77,550 DIP PVC 7800 $125.00 975,000 18 DIP 16467 $115.00 1,893,705 HDPE 3511 $125.00 438,875 PVC 5075 $115.00 583,625 16 DIP 243970 $104.00 25,372,880 HDPE HDPE 980 $115.00 112,700 PVC PVC 75381 $104.00 7,839,624 14 DIP 277 $95.00 26,315 PVC HDPE 8749 $105.00 918,645 DIP PVC 41 $95.00 3,895 12 DIP 117212 $86.00 10,080,232 DIP HDPE 7323 $95.00 695,685 HDPE PVC 355427 $86.00 30,566,722 10 DIP 48495 $75.00 3,637,125 HDPE 1160 $85.00 98,600 PVC 118073 $75.00 8,855,475 303 $109,043,937 Interceptor Gravity Sewers 44 PVC 335 $275.00 $92,125 42 PVC 329 $250.00 82,250 33 PVC 136 $205.00 27,880 18 DIP 27 $115.00 3,105 PVC 121 $115.00 13,915 16 PVC 741 $104.00 77,064 12 DIP 1319 $86.00 113,434 PVC 7632 $86.00 656,352 10 DIP 693 $75.00 51,975 PVC 34464 $75.00 2,584,800 $3,702,900 Force Mains 24 DIP 46520 $147.00 $6,838,440 HDPE 8811 $180.00 1,585,980 PVC 38809 $147.00 5,704,923 20 DIP 11413 $125.00 1,426,625 PVC 697 $125.00 87,125 18 DIP 7383 $115.00 849,045 PVC 3293 $115.00 378,695 16 DIP 16935 $104.00 1,761,240 HDPE 1749 $115.00 201,135 PVC 40162 $104.00 4,176,848 1of2 303 14 12 10 R Schedule 10 DIP 3873 $95.00 367,935 HDPE 172 $105.00 1 18,060 PVC 15141 $95.00 1,438,395 DIP 18095 $86.00 1,556,170 HDPE 3521 $95.0.0 334,495 PVC 136115 $86.00 11,705,890 DIP 15998 $75.00 1,199,850 HDPE 40 $85,00, 3,400 PVC 89460 $75.00 6,709,500 DIP 4408 $65.00 286,520 HDPE 1777 $75.00 133,275 PVC 151169 $65.00 9,825,985 DIP 23749 $55.00 1,306,195 HDPE 4119 $65.00 267,735 PVC 288996 $55.00 15,894,780 $74,058,241 304 Schedule 11 305 1of1 Land Facility Facility ENR CCI Current ASSET Classification ACQ COST Current Cost 218 Watewater WWT $4,506,787 $4,506,787 219 Water WT $1,334,803 $1,334,803 235 General Eng GP $553,681 $553,681 235 General Eng WIL $145,316 $145,316 235 General Eng NA $10,844 $10,844 257 Bio Ops BO $0 $0 Wastewater In Line WWIL $0 $0 268 Wastewater Collection WWC $0 $0 269 Water Dist WD $0 $0 305 1of1 Facility ENR CCI Current ASSET LOCATION DESCRIPTION Classification DATE ACQ ACQ COST Factor Cost 26489 9060 13 ACRES -S CO BRINE PROJ-1225 STH ST SW WT 219 $755,578 1.0000 $755,578 27743 9060 1400 OSLO ROAD - 3.2A CORNER OF 15TH AVE WT 219 167,738 1.0000 167,738 52130 9060 13.05 A NO.CO. WWTP PLANT SITE - 3550 49TH STREET WWT 235 46,680 1.0000 46,680 52160 9060 24.69 A. SITE OF R/0 PLANT WT 235 123,369 1.0000 123,369 521610 9060 CAPITALIZED INTEREST EXPENSE NA 235 3,132 1.0000 3,132 52170 9060 14.62 A WATER PLANT -OSLO WT 235 82,246 1.0000 82,246 521710 9060 CAPITALIZED INTEREST EXPENSE NA 235 2,154 1.0000 2,154 52300 9060 IRC UTILITIES WORKSTATION GP 235 37,050 1.0000 37,050 523010 9060 CAPITALIZED INTEREST EXPENSE NA 235 979 1.0000 979 52310 9060 .67 A NO.CO: GIFFORD WATER PLT WT 235 6,177 1.0000 6,177 52470 9060 .52 A STORAGE TANK SITE -5850 COLLEGE LN WIL 235 10,400 1.0000 10,400 52790 9060 78.82 A WR-WWTP SITE -8405 8TH ST WWT 235 727,393 1.0000 727,393 52800 9060 13.47 AC VERO SANDS/BENT PINE WWT 235 418,530 1.0000 418,530 52830 9060 1.749 ACRES -NBWP WIL 235 89,518 1.0000 89,518 52860 9060 .73 A VISTA GARDENS SEWER GP 235 0 1.0000 0 52870 9060 2.03 A VISTA ROYALE SEWER GP 235 0 1.0000 0 52890 9060 .12 A VISTA GARDENS H2O DISTR GP 235 0 1.0000 0 52910 9060 .42 A GIFF H2O TOWER SITE -4690 28TH CT WIL 235 0 1.0000 0 52920 9060 SOD FARM -600 90TH AVE WWT 235 1,725,853 1.0000 1,725,853 53020 9060 SEA OAKS UTIL. SITE -8811 HIGHWAY AlA GP 235 241,000 1.0000 241,000 53030 9060 BREEZY VIL W/S PLANT SITE GP 218 5,879 1.0000 5,879 53060 9060 NORTH COUNTY R/0 PLANT - 7751 58TH AVE WT 235 199,695 1.0000 199,695 53150 9060 -50 A BLUE CYPRESS LAKE -6910 BLUE CYPRUS WWT 235 20,022 1.0000 20,022 53160 9060 N CO H2O TOWER SITE (ROSELAND)-13431 USl WIL 235 45,398 1.0000 45,398 53210 9060 GDU-S.CO. WWTP SITE PARCEL #1 GP 218 4,579 1.0000 4,579 53220 9060 GDU-S.CO. LIFT STA. EASEMENTS NA 218 4,579 1.0000 4,579 53230 9060 GDU-S.CO. WATER TREATMENT SITE GP 219 500 1.0000 500 53760 9060 29.10AC UTIL LIFT STATION -810 BAILEY DR NA 235 0 1.0000 0 5412 9060 17.18 ACRES ON 41ST STREET AND 43RD AVE GP 269 254,023 1.0000 254,023 5412-1 9060 17.18 ACRES ON 41ST AND 43RD AVENUE GP 269 10,649 1.0000 10,649 54221 9060 1.19A EAST OF THE CENTRAL WWTP WWT 218 53,866 1.0000 53,866 542211 9060 1.56A ON 49TH ST - CWWTP EXPANSION WWT 218 69,784 1.0000 69,784 542212 9060 0.18A ON 49TH ST - CWWTP EXPANSION WWT 218 8,593 1.0000 8,593 542213 9060 0.34A ON 49TH ST - CWWTP EXPANSION WWT 218 15,849 1.0000 15,849 542214 9060 1.56A ON 49TH ST - CWWTP EXPANSION WWT 218 106,300 1.0000 106,300 54222 9060 1.557A EAST OF THE CENTRAL WWTP WWT 218 70,566 1.0000 70,566 542221 9060 1.99A -49TH STREET CRWWTP EXPANSION WWT 268 92,437 1.0000 92,437 542222 9060 4.69A - 31ST STREET CRWWTP EXPANSION WWT 268 102,165 1.0000 102,165 54223 9060 2.326A EAST OF THE CENTRAL WWTP WWT 218 105,413 1.0000 105,413 542231 9060 1.99 AC - 49TH STREET CRWWTP EXPANSION WWT 268 92,428 1.0000 92,428 54224 9060 .992A EAST OF THE CENTRAL WWTP WWT 218 44,963 1.0000 44,963 542241 9060 2.OA - 49TH STREET CRWWTP EXPANSION WWT 268 87,582 1.0000 87,582 54225 9060 1.212A EAST OF THE CENTRAL WWTP WWT 218 54,559 1.0000 54,559 54226 9060 1.19A EAST OF THE CENTRAL REGIONAL WWTP WWT 218 53,866 1.0000 53,866 54227 9060 .989A EAST OF THE CENTRAL WWTP WWT 218 44,801 1.0000 44,801 542280 9060 2.02AC 49TH STREET - CRWWTP EXPANSION WWT 268 92,227 1.0000 92,227 542282 9060 .2.020 AC - 49TH STREET CWWTP EXPANSION WWT 268 92,072 1.0000 92,072 542283 9060 2.0 AC - 49TH STREET CRWWTP EXPANSION WWT 268 91,191 1.0000 91,191 54229 9060 TAYLOR PARCELS (2) 1.01AC EACH - CWWTF WWT 218 91,011 1.0000 91,011 542291 9060 IDLETTE PURCHASE - 2.02 AC - CWWTF WWT 218 92,201 1.0000 92,201 542292 9060 2.33 A - CWWTP EXPANSION WWT 218 106,434 1.0000 106,434 $6,551,431 $6,551,431 305 1of1 11/13/2018 12.G.4. Water and Sewer Rate Scenarios • Service availability fees.85 times the rates listed for mobile home and master metered multi -family 365 -+1 Existing Allowance Rate Scenario 1 Allowance Rate Scenario 2 Allowance Rate Scenario 3 Allowance Rate Water Billing Charge Per Bill $1.29 $0.00 $0.00 $0.00 Water Service Availability Charge Per ERU• $7.76 $8.75 $8.75 $8.75 Block 1 Volumetric charge per 1,000 gallons 0-3,000 $2.20 0-5,000 $2.20 0-4,000 $2.20 0-4,000 $2.20 Block 2 Volumetric charge per 1,000 gallons 3,001-7,000 $2.42 5,001-10,000 $2.97 4,001-8,000 $2.97 4,001-7,000 $2.57 Block 3 Volumetric charge per 1,000 gallons 7,001-13,000 $3.85 over 10,000 $7.04 8,001-12,000 $4.95 7,001-12,000 $4.95 Block 4 Volumetric charge per 1,000 gallons over 13,000 $7.70 over 12,000 $9.84 over 12,000 $9.75 Sewer Billing Charge Per Bill $1.29 $0.00 $0.00 $0.00 Sewer Service Availability Charge Per ERU• $14.58 $15.60 $15.60 $15.60 Block 1 Volumetric charge per 1,000 gallons $2.86 $2.86 $2.86 $2.86 Block 2 Volumetric charge per 1,000 gallons $4.29 $4.29 $4.29 $4.29 • Service availability fees.85 times the rates listed for mobile home and master metered multi -family 365 -+1 11/13/2018 12.G.4. '510"; ell ExistingCalculated Water Bill Scenario 1 Water Difference Bill Amount Percent Water Bill Scenario 2 Difference Amount Percent Water Bill Scenario 3 Difference Amount Percent 3,000 $15.65 $15.35 -$0:30 -1.9% $15.35 Sample Bills -1.9% $15.35 -$0.30 -1.9% 4,000 (All bills include water and sewer) $17.55 -$0.52 -2.9% $17.55 Description Usage Current Proposed Proposed Proposed $20.49 $19.75 -$0.74 Scenario 1 Scenario 2 Scenario 3 Single Family 3,000 $40.10 $39.53 $39.53 $39.53 $25.69 5,000 $50.66 $49.65 $50.42 $50.02 $25.26 8,000 $67.93 $67.14 $67.91 $68.69 -$0.52 10,000 $81.35 $78.80 $83.53 $84.31 $1.03 15,000 $114.02 $119.72 $128.67 $129.18 Mobile Home 2,000 $31.70 $30.82 $30.82 $30.82 and Multi -family 3,000 $36.76 $35.88 $35.88 $35.88 $49.23 5,000 $47.32 $46.00 $46.77 $46.37 Commercial w/ 3 ERUs 12,000 $130.98 $133.77 $133.77 $133.77 $10.64 20,000 ' $173.22 $178.10 $180.41 $177.21 $63.83 25,000 $205.34 $207.25 $211.54 $213.88 Comparison of Existing Rate Structure and Rates, and Alternative Rate Structures and Rates Single Family Water Only Volume Levels . ExistingCalculated Water Bill Scenario 1 Water Difference Bill Amount Percent Water Bill Scenario 2 Difference Amount Percent Water Bill Scenario 3 Difference Amount Percent 3,000 $15.65 $15.35 -$0:30 -1.9% $15.35 -$0.30 -1.9% $15.35 -$0.30 -1.9% 4,000 $18.07 $17.55 -$0.52 -2.9% $17.55 -$0.52 -2.9% $17.55 -$0.52 -2.9% 5,000 $20.49 $19.75 -$0.74 -3.6% $20.52 $0.03 0.1% $20.12 -$0.37 -1.8% 7,000 $25.33 $25.69 $0.36 1.4% $26.46 $1.13 4.5% $25.26 -$0.07 -0.3% 8,000 $29.18 $28.66 -$0.52 -1.8% $29.43 $0.25 0.9% $30.21 $1.03 3.5% 10,000 $36.88 $34.60 -$2.28 -6.2% $39.33 $2.45 6.6% $40.11 $3.23 8.8% 12,000 $44.58 $48.68 $4.10 9.2% $49.23 $4.65 10.4% $50.01 $5.43 12.2% 13,000 $48.43 $55.72 $7.29 15.1% $59.07 $10.64 22.0% $59.76 $11.33 23.4% 15,000 $63.83 $69.80 $5.97 9.4% $78.75 $14.92. 23.4% $79.26 $15.43 24.2% 20,000 $102.33 $105.00 $2.67 2.6% $127.95 $25.62 25.0% $128.01 $25.68 25.1% '365- 2 11/13/2018 12.G.4. parison of Existing Rate Structure and Rates, and Alternative Rate Structures and Rates Individually Metered Multi -Family and Mobile Home Volume Levels Existing Water Bill Calculated Scenario 1 Water Difference Bill Amount Percent Water Bill Scenario 2 Difference Amount Percent Water Bill Scenario 3 Difference Amount Percent 3,000 $14.49 $14.04 -$0.45 -3.1% $14.04 -$0.45 -3.1% $14.04 -$0.45 -3.1% 4,000 $16.91 $16.24 -$0.67 -4.0% $16.24 -$0.67 -4.0% $16.24 -$0.67 -4.0% 5,000 $19.33 $18.44 -$0.89 -4.6% $19.21 -$0.12 -0.6% $18.81 -$0.52 -2.7% 7,000 $24.17 $24.38 $0.21 0.9% $25.15 $0.98 4.1% $23.95 -$0.22 -0.9% 8,000 $28.02 $27.35 -$0.67 -2.4% $28.12 $0.10 0.4% $28.90 $0.88 3.1% 10,000 $35.72 $33.29 -$2.43 -6.8% $38.02 $2.30 6.4% $38.80 $3.08 8.6% 12,000 $43.42$47.37 12,000 $3.95 9.1% $47.92 $4.50 10.4% $48.70 $5.28 12.2% 13,000 $47.2 $54.41 $7.14 15.1% $57.76 $10.49 22.2% $58.45 $11.18 23.7% 15,000 $62.6 $68.49 $5.82 9.3% $77.44 $14.77 23.6% $77.95 $15.28 24.4% 20,000 $101.17 $103.69 $2.52 2.5% $126.64 $25.47 25.2% $126.70 $25.53 25.2% mparison of Existing Rate Structure and Rates, and Alternative Rate Structures and Rates Commercial ERUs Block Existing Allowances Scenario Calculated 2&3 Volume is Water Bill Calculated Scenario 1 Water Difference Bill Amount Percent Water Bill Scenario 2 Difference Amount Percent Water Bill Scenario 3 Difference Amount Percent 1 3,000 5,000 4,000 5,000 $20.49 $19.75 -$0.74 -3.6% $20.52 $0.03 0.1% $20.12 -$0.37 -1.8% 7,000 10,000 8,000 10,000 $36.88 $34.60 -$2.28 -6.2% $39.33 $2.45 6.6% $40.11 $3.23 8.8% 13,000above 12,000 15,000 $63.83 $69.80 $5.97 9.4% $78.75 $14.92 23.4% $79.26 $15.43 24.2% above above above 25,000 $140.83 $140.20 -$0.63 -0.4% $177.15 $36.32 25.8% $176.76 $35.93 25.5% 3 9,000 15,000 12,000 15,000 $58.89 $59.25 $0.36 0.6% $61.56 $2.67 - 4.5% $60.36 $1.47 2.5% 21,000 30,000 24,000 30,000 $108.0 $103.80 -$4.26 -3.9% $117.99 $9.93 9.2% $120.33 $12.27 11.4% 39,000 above 36,000 45,000 $188.91 $209.40 $20.49 10.8% $236.25 $47.34 25.1% $237.78 $48.87 25.9% above above above 75,000 $419.91 $420.60 $0.69 0.2% $531.45 $111.54 26.6% $530.28 $110.37 26.3% 6 18,000 30,000 24,000 30,000 $116.49 $118.50 $2.01 1.7% $123.12 $6.63 5.7% $120.72 $4.23 3.6% 42,000 60,000 48,000 60,000 $214.83 $207.60 -$7.23 -3.4% $235.98 $21.15 9.8% $240.66 $25.83 12.0% 78,000 above 72,000 90,000 $376.53 $418.80 $42.27 11.2% $472.50 $95.97 25.5% $475.56 $99.03 26.3% above above above 150,000 $838.53 $841.20 $2.67 0.3% $1,062.90 $224.37 26.8% $1,060.56 $222.03 26.5% 20 60,000 100,000 80,000 100,000 $385.29 $395.00 $9.71 2.5% $410.40 $25.11 6.5% $402.40 $17.11 4.4% 140,000 200,000 160,000 200,000 $713.09 $692.00 -$21.09 -3.0% $786.60 $73.51 10.3% $802.20 $89.11 12.5% 260,000 above 240,000 300,000 $1,252.09 $1,396.00 $143.91 11.5% $1,575.00 $322.91 25.8% $1,585.20 $333.11 26.6% above above above 500,000 $2,792.09 - $2,804.00 $11.91 0.4% $3,543.00 $750.91 26.90/, $3,535.20 $743.11 26.6% 100 300,000 500,000 400,000 500,000 $1,921.29 $1,975.00 $53.71 2.8% $2,052.00 $130.71 6.8% $2,012.00 $90.71 4.7% 700,000 1,000,000 800,000 1,000,000 $3,560.29 $3,460.00 -$100.29 -2.8% $3,933.00 $372.71 10.5% $4,011.00 $450.71 12.7% 1,300,000 above 1,200,000 1,500,000 $6,255.29 $6,980.00 $724.71 11.6% $7,875.00 $1,619.71 25.9% $7,926.00 $1,670.71 26.7% above above above 2,500,000 $13,955.29 $14,020.00 $64.71 0.5% $17,715.00 $3,759.71 26.9% $17,676.00 $3,720.71 26.7% 3 11/13/2018 12.G.4. ;. kk At Allowance Percentage , .ilwl Percentage 0 50,475 10.7% 50,475 Percentage of Events by Tier 1,000 47,780 Description Usage %of 20.8% 2,000 Annual Bills 14.6% Single Family Oto 4,000 66% 3,000 86% of all accounts 4,001-5,000 10% 243,740 5,001-8,000 15% 66,114 8,001-12,000 6% 65.5% 12,000 or more 3% 10.4% Mobile Home and 0 to 4,000 88% 6,000 Multi -family 4,001-5,000 5% 393,092 9% of all accounts 5,001-8,000 5% 22,911 8,001-12,000 1% 88.0% 12,000 or more 1% 3.3% Commercial 0 to 4,000 70% 9,000 5% of all accounts 4,001-5,000 4% 441,845 5,001-8,000 9% 7,114 8,001-12,000 8% 95.0% 12,000 or more 9% 1.0% ater Billing Events -Single Family Water Only Fvantst Volume Levels At Allowance Percentage Cumulative Percentage 0 50,475 10.7% 50,475 10.7% 1,000 47,780 10.1% 98,255 20.8% 2,000 69,077 14.6% 167,332 35.4% 3,000 76,408 16.2% 243,740 51.6% 4,000 66,114 14.00/ 309,854 65.5% 5,000 49,227 10.4% 359,081 76.0% 6,000 34,011 7.2% 393,092 83.2% 7,000 22,911 4.8% 416,003 88.0% 8,000 15,482 3.3% 431,485 91.3% 9,000 10,360 2.2% 441,845 93.5% 10,000 7,114 1.5% 448,959 95.0% 11,000 4,913 1.0% 453,872 96.0% 12,000 3,661 0.8% 457,533 96.8% 13,000 2,712 0.6% 460,245 97.4% 14,000 2,136 0.5% 462,381 97.81/. 15 ,000 1,658 0.4% 464,039 98.2 % 20,000 4,343 0.9% 468,382 99.1% 30,000 2,564 0.5% 470,946 99.6% 60,000 1,263 0.3% 472,209 99.9% 100,000 321 0.1% 472,530 100.0% 150,000 123 0.0% 472,653 100.0% Above 150,000 59 0.0% 472,712 100.0% Total 472,712 100.0% 1. At allowance represent the number of events at the specific volume amount. Cumulative considers events at the specific volume amount plus events at all prior volume amounts. �6S " 4 11/13/2018 12.G.4. r Billing Events - Individually Metered Multi -Family and Mobile Home Eventst Volume Levels At Allowance Percentage Cumulative Percentage 0 8,920 20.4% 8,920 20.4% 1,000 9,204 21.0% 18,124 41.4% 2,000 9,837 22.5% 27,961 63.9% 3,000 - 6,926 15.8% 34,887 79.8% 4,000 3,769 8.6% 38,656 - 88.4% 5,000 2,096 4.8% 40,752 93.2% 6,000 1,088 2.5% 41,840 95.6% 7,000 622 1.4% 42,462 97.1% 8,000 380 0.9% 42,842 97.9% 9,000 237 0.5% 43,079 98.5% 10,000 144 0.3% 43,223 98.8% 11,000 97 0.2% 43,320 99.0% 12,000 79 0.2% 43,399 99.2% 13,000 67 0.2% 43,466 99.4% 14,000 40 0.1% 43,506 99.5% 15,000 28 0.1% 43,534 99.5% 20,000 89 0.2% 43,623 99.7% 30,000 56 0.1% 43,679 99.8% 60,000 44 0.1% 43,723 99.9% 100,000 6 0.0% 43,729 100.0% 150,000 11 0.0% 43,740 100.0% Above 150,000 5 0.0% 43,745 100.0% Total 43745 100.0% 1. At allowance represent the number of events at the specific volume amount. Cumulative considers events at the specific volume amount plus events at all prior volume amounts. ater Billing Events - Commercial Eventstz Volume Levels At Allowance Percentage Cumulative Percentage 0 4,459 19.1% 4,459 19.1% 1,000 5,397 23.2% 9,856 42.3% 2,000 2,901 12.5% 12,757 54.8% 3,000 2,054 8.8% 14,811 - 63.6% 4,000 1,468 6.3% 16,279 69.9% 5,000 1,071 4.6% 17,350 74.5% 6,000 830 3.6% 18,180 78.0% 7,000 694 3.0% 18,874 81.0% 8,000 569 2.4% 19,443 83.4% 9,000 466 2.0% 19,909 85.5% 10,000 414 1.8% 20,323 87.2% 11,000 332 1.4% 20,655 88.7% 12,000 262 1.1% 20,917 89.8% 13,000 221 0.9% 21,138 90.7% 14,000 195 0.8% 21,333 91.6% 15,000 163 0.7% 21,496 92.3% 20,000 596 2.6% 22,092 94.8% 30,000 589 2.5% 22,681 97.3% 60,000 391 1.7% 23,072 99.0% 100,000 141 0.6% 23,213 99.69, 150,000 38 0.2% 23,251 99.8% Above 150,000 48 0.2% 23,299 100.0% Total 23,299 100.0% 1. At allowance represent the number of events at the specific volume amount. Cumulative considers events at the specific volume amount plus events at all prior volume amounts. 2. 2. Events shown on an ERU basis (i.e., A 3 ERU customer using 39,000 gallons in a month would not appear with the 391 events shown above, or 60,000 gallon volume level, but would fall into the 13,000 11/13/2018 12.G.4. mparison of Existing Rate Structure and Rates, and Alternative Rate Structures and Rates Proforma Operating Results — Post Proposed Adjustments Block Allowance Existing Rate Water Revenue Calculated Scenario Block Allowan ce Rate 1 Water Revenue Block Allowanc a Scenario Rate 2 Water Revenue Block Allowanc a Scenario Rate 3 Water Revenue Billing Charge Per Bill $5,015,200 $1.29 $736,500 $5,586,800 $0.00 $0 _ $0.00 $0 0 $0.00 $0 Service Availability -per ERU 1,373,600 $7.76 $5,647,500 1,480,300 $8.75 $6,368,200 0 $8.75 $6,368,200 $8.75 $6,368,200 Volume Charge per 1,000 $6,884,300 $7,030,600 $7,183,600 Uses: R&R Expenditures $5,015,200 $5,368,300 Gal $5,586,800 $5,703,300 OCO Expenditures 1,339,700 1,373,600 1,408,300 1,443,800 1,480,300 Total Uses $6,354,900 $6,741,900 $6,884,300 Block 1 3,000 $2.20 $3,646,50 5,000 $2.20 - $4,849,200 4,000 $2.20 $4,351,600 4,000 $2.20 $4,351,600 Block 2 7,000 $2.42 1,987,900 10,000 $2.97 1,400,500 8,000 $2.97 1,739,200 7,000 $2.57 1,287,400 Block 3 13,000 $3.85 1,119,30 Above $7.04 2,469,900 12,000 $4.95 897,900 12,000 $4.95 1,317,100 Block 4 Above $7.70 1,978,00 Above $7.04 0 Above $9.84 , 2,770,400 Above $9.75 2,745,100 Volume Revenue $8,731,700 $8,719,600 $9,759,100 $9,701,200 Total Water Revenue $15,115,700 $15,087,800 $16,127,300 $16,069,400 Proforma Operating Results — Post Proposed Adjustments 2018/19 2019/20 2020/21 2021/22 2022/23 Sources: Annual Rate R&R Transfers $5,015,200 $5,368,300 $5,476,000 $5,586,800 $5,703,300 Reserve Fund R&R Transfers 0 0 0 0 Annual Rate OCO 1,339,700 1,373,600 1,408,300 1,443,800 1,480,300 Reserve Fund OCO Transfers 0 0 0 0 Total Sources $6,354,900 $6,741,900 $6,884,300 $7,030,600 $7,183,600 Uses: R&R Expenditures $5,015,200 $5,368,300 $5,476,000 $5,586,800 $5,703,300 OCO Expenditures 1,339,700 1,373,600 1,408,300 1,443,800 1,480,300 Total Uses $6,354,900 $6,741,900 $6,884,300 $7,030,600 $7,183,600 11/13/20.18 12.G.4. Proforma Operating Results — Post Proposed Adjustments The additional R&R funds generated by rate scenario #3 are included in the R&R transfers line. Rather than modify the method of funding R&R (as proposed in the rate study), R&R will continue to be funded through operating funds. The additional funds generated in rate scenario #3 will be used to fund projects to reduce leaks and/or promote water conservation. Please note that the proposed rate scenario #3 is intended to encourage water conservation. 2018/19 2019/20 2020/21 2021/22 2022/23 User Rate Revenue $30,196,SOO $30,849,400 $31,505,900 $32,175,000 $32,864,300 Other Revenues 2,569,900 2,588,600 2,623,700 2,681,100 2,739,500 Total Revenues $32,766,400 $33,438,000 $34,129,600 $34,856,100 $35,603,800 O&M Expenses 21,260,100 21,968,700 22,702,300 23,461,800 24,249,500 Net Revenue $11,506,300 $11,469,300 $11,427,300 $11,394,300 $11,354,300 Impact Fees 1,484,300 1,484,300 1,483,500 1,482,500 1,075,700 Net Rev & Impact Fees $12,990,600 $12,953,600 $12,910,800 $12,876,800 $12,430,000 Debt Service 3,985,400 3,985,200 3,983,200 3,980,400 2,891,000 Operating Balance $9,005,200 $8,968,400 $8,927,600 $8,896,400 $9,539,000 R&R Transfers 5,015,200 5,368,300 5,476,000 5,586,800 5,703,300 Operating Capital Outlay 1,339,700 1,373,600 1,408,300 1,443,800 1,480,300 Net Surplus (Deficit) $2,650,300 $2,226,500 $2,043,300 $1,865,800 $2,355,400 Debt Service Coverage (Net Revenue): Required 1.2 1.20 1.20 1.2 1.20 Projected 2.89 2.88 2.8 2.8 3.93 The additional R&R funds generated by rate scenario #3 are included in the R&R transfers line. Rather than modify the method of funding R&R (as proposed in the rate study), R&R will continue to be funded through operating funds. The additional funds generated in rate scenario #3 will be used to fund projects to reduce leaks and/or promote water conservation. Please note that the proposed rate scenario #3 is intended to encourage water conservation. Fundamental Rate Modifications Consultant Current Calculated Description Rate Rate 0-3,000 gallons water per ERU-per thousand $2.20 various 3,001-7,000 gallons.per water ERU-per thousand $2.42 various 7,001-13,000 gallons per water ERU-per thousand $3.85 various 13,001 and over gallons per water ERU-per thousand $7.70 various 0-12,000 gallons sewer per ERU Single Family & Manufactured Home -per thousand $2.86 various 12,001 and over sewer per ERU Single Family & Manufactured Home -per thousand $4.29 various 0-12,000 gallons sewer per ERU Multi -family master metered & Commercial -per thousand $2.86 various 13,001 and over sewer per ERU Multi -family master metered & Commercial -per thousand $4.29 various 11/13/2018 Proposed Rate 12.G.4. a � Fundamental Rate Modifications Consultant Current Calculated Proposed Description Rate Rate Rate 0-12,000 gallons sewer per ERU -all categories -per thousand $2.86 $2.86 12,001 and over sewer per ERU - all categories -per thousand $4.29 $4.29 Volume charge for Mobile Home or Manufactured Home** $8.58 $8.58 $8.58 Volume charge for Single family home under 3,500 square feet** $20.02 $20.02 $20.02 Volume charge for Single family homes over 3,500 square feet** $34.32 $34.32 $34.32 Bulk Sewer billing charge $1.29 $1.29 $1.29 Bulk sewer Service availability charge -per ERU $13.41 $13.41 $13.41 Bulk sewer volume charge per 1,000 gallons water meter basis $2.63 $2.63 $2.63 Bulk sewer volume charge per 1,000 gallons sewer meter basis $2.98 $2.98 $2.98 **To be used only for sewer only accounts already established as of January 1, 2013, and new accounts after January 1, 2013, only if County water is unavailable 12.G.4. 11%13/2018 12.G.4. Miscellaneous Charges Description Current Rate Consultant Calculated Rate Proposed Rate New Account Fee $25.00 $122.00 $25.00 Issuance of Duplicate Bill $1.50 $1.50 Fundamental Rate Modifications $30.00 $104.00 Consultant Meter Removal 1.5" and larger $40.00 Current Calculated Proposed Description Rate Rate Rate $2,785.00 Sewer Charge x ratio of Sewer Charge x ratio of Sewer Charge x ratio of $2,785.00 dissolved solids or dissolved solids or dissolved solids or Excess Sewage Strength Charge biochemical oxygen biochemical oxygen biochemical oxygen Water Service Connection larger than 1.5" meter demand in milligrams per demand in milligrams per demand in milligrams per Cost plus overhead liter/250 liter/250 liter/250 I & I per thousand gallons up to 12,000* $2.86 $S.72 $5.72 1 & I per thousand gallons over 12,000* $4.29 $8.58 $17.16 Sludge and Septage-per wet ton $15.00 $15.00 $15.00 Sludge and Septage-RV's per dump $10.00 $10.00 $10.00 Reclaimed Water per 1000 gallons $0.67 $0.21 $0.21 Fire Protection - per month $14.17 $15.16 $15.16 Deposits -all except hydrant-* $50.00 NA $50.00 Deposits- hydrant meter $345.00 NA $345.00 *Per ERU Miscellaneous Charges Description Current Rate Consultant Calculated Rate Proposed Rate New Account Fee $25.00 $122.00 $25.00 Issuance of Duplicate Bill $1.50 $1.50 $1.50 Meter Removal 5/8 " and 1" $30.00 $104.00 $75.00 Meter Removal 1.5" and larger $40.00 $118.00 $75.00 Water Service Connection 5/8" meter** $400.00 $2,785.00 $2,785.00 Water Service Connection 1" meter** $460.00 $2,785.00 $2,785.00 Water Service Connection 1.5" meter** $810.00 $2,785.00 $2,785.00 Water Service Connection larger than 1.5" meter Cost plus overhead Cost plus overhead Cost plus overhead Sewer Service Connection- Single Family** $500.00 $2,895.00 $2,895.00 Sewer Service Connection- Commercial** Cost plus overhead Cost plus overhead Cost plus overhead Unauthorized use offire hydrants -per occurrence*** $115.00 NA $115.00 **The current rate was only for the tap. In addition to the tap, cost plus overhead was charged if lines had to be installed as well. The new rate is an all-inclusive rate. This rate does not apply to areas where the services are already installed, such as newer subdivisions. ***Per County Code, IRCDUS to be determinant of estimate of usage. Note: Cost plus overhead uses actual material cost, average hourly rates and a 20% mark up. 11/13/2018 12.G.4. Miscellaneous Charges Description Current Rate Consultant Calculated Rate Proposed Rate Meter Installation 5/8" $130.00 $329.00 $130.00 Meter Installation 1" $250.00 $426.00 $250.00 Meter Installation 1.5" $500.00 $644.00 $500.00 Meter Installation 2" and larger Cost plus overhead Cost plus overhead Cost plus overhead Meter Installation - hydrant meter Cost plus overhead Cost plus overhead Cost plus overhead Line Extension Fees -water $11.25 per foot* Cost plus overhead Cost plus overhead Line Extension Fee -sewer $15.77 per foot* Cost plus overhead Cost plus overhead Water service Disconnect/includes reconnect $25.00 $182.00 $75.00 Customer requested Disconnect or Reconnect $25.00 $182.00 $75.00 Inspection fee -during hours $60.00 $128.00 $75.00 Inspection Fee -after hours**** Cost plus overhead $122 plus 25% Cost plus overhead *Double if service is available on one side only. ****Generally, this service is not offered after hours, except for unique circumstances. Note: Cost plus overhead uses actual material costs, average hourly rates and a 20% mark up. Miscellaneous Charges Description Current Rate Consultant Calculated Rate Proposed Rate General service call -during hours $25.00 $122.00 $75.00 General service call -after hours $35.00 $122 plus 25% $95.00 Meter test- 5/8" and 1" meter -on site $25.00 $117.00 $75.00 Meter test- 5/8" and 1" meter -off site $25.00 Cost plus overhead Cost plus overhead Meter test 1.5" and larger Cost plus overhead Cost plus overhead Cost plus overhead Damage Repair Cost plus overhead Cost plus overhead Cost plus overhead Line Location Cost plus overhead Cost plus overhead Cost plus overhead Other and Extraordinary Services Cost plus overhead Cost plus overhead Cost plus overhead Utility Master Plan Revision by requested changes to the IRC Comprehensive Plan shall be paid by the applicant requesting the change Cost plus overhead NA Cost plus overhead Site Plan Review under 40 units $50 minimum $62 per page $150.00 Cost plus overhead $150 Site plan review over 40 units minimum $62 per page $150.00 Note: Cost plus overhead uses actual material costs, average hourly rates and a 20% mark up. 11/13/2018 12.G.4. Impact Fees Description Current Rate Consultant Calculated Rate Proposed Rate $1,300/$320 treatment & $3,247.50/$1;577.50 $1,300/$676 treatment & $980 transmission treatment & $1,670 $624 transmission Impact Fee -Water -per ERU* transmission $2,796/$2,087 treatment & $7,402.50/$3,322.50 treatment & $4,080 $2,796/$1,650 treatment & $709 transmission $1,146 transmission Impact Fee -Sewer -per ERU * transmission $50.00 NA $50.00 $345.00 NA $345.00 *Note that staff is not recommending an increase to the impact fee rates. However, the distribution of funds for treatment and transmission were adjusted to reflect the same percentages that were recommended by the consultant in their calculated rate. Recommendations ❖ Implement changes to go into effect on March 1, 2019 ❖ Modify the billing to reflect usage to the nearest 100 gallons rather than 1,000 gallons ❖ Adopt rate scenario 3 ❖ Adopt the rates and fees as depicted in Attachment 5 ❖ Adopt the miscellaneous charges as reflected on Attachment 6 ❖ Adopt the impact fees as depicted in Attachment 7 ❖ Provide an allowance for an annual Consumer Price Index increase contingent upon BCC approval each year 3A, 11 11/13/2018 12.G.4. Mike Rocca CMC Robin Chacko Raftelis Financial Consultants, Inc. ;D S- 12 11/13/2018 12.G.4. Impact Fee Overview ➢ Impact fees were established through Ordinance 91-9 with current amounts set in 1999 with an effective date of October 1, 1999. ➢ Historically, impact fees were developed and designed to comply with common law findings; however, in 2006, Section 163.31801 F.S. was added providing specific statutory requirements — of concern for the study are statute provisions requiring that: • Calculation of the impact fee be based on the most recent and localized data; and • In any action challenging an impact fee, the government has the burden of proving by a preponderance of the evidence that the imposition or amount of the fee meets the requirements of state legal precedent or this section. The court may not use a deferential standard. 4 11/13/2018 Impact Fee Overview ➢ Water and wastewater impact fees are designed to recover major backbone treatment and transmission facility costs. ➢ Treatment facilities include: • Water - source of supply, water treatment plants, and on site high service pumping and storage facilities. • Wastewater — wastewater treatment plants and disposal facilities. ➢ Transmission includes: • Water - major mains (generally greater than 10 -inches in diameter) together with remote high service pumping and storage. • Wastewater — Major force mains, interceptor gravity piping and pumping stations. STUDY RESULTS CALCULATEI)AND EXISTING iMPACT`FEES PER E Sa000 $740250�� sn o00 �r f NJ a sa000 $2 79G 00, j r ME wszsogpa sxFaoo� « �i aoo 1300.00, wszsogpa � »� _ Existing � G�Iculated �- - 14btewater ®Wastewater 5 CpUs ohS4 °ni staff, aha � Leh dre hcy �- 12.G.4. 35 �I 11/13/2018 12.G.4. Impact Fee Comparison JlndianRiver County Existing $1,300.00 250 $2,796.00 J 250 $4,096.00 Calculated 25-0 $4, 0 250 $7,402.50 _.a...__..__.! _.__ ._._._� Other Utilities aCity of Pellsinere, $1,340.UU 11 "LSU, $'L49.SU 3 'LSU 4� Skfy.b:Ul City of Melbourne $1,540.00 240 $2,210.00 240 $3,750.00 City of Vero Beach R A L$L499 00.E _ 275$2,290.00 j ::250 $3,789_00 Martin County Utilities $1,710.00 250 $2,100.00 ; 250 $3,810.00 L :.Ctty ofSGuart . _ $193300" .. 250 _ _ Brevard County Utilities z250.,.$2,092:00 $1,903.00 , 200 $2,257.00. 200 $4,160.00 City of Port $t Lucie .�, �_ $2 060 00 250 $2,430 00 250 Ft. Pierce Utilities Authority $1,841.00. 300 $2,815.00 240 $4,656.00 St. Lucie County Utilities $3,773.00 300 $3,425.00 240 $7,198.00 Aver of other utilities �,A1975 04 $2,300.77 P $4 275'.81 1. Per each utility's equivalency criteria unless othenvise noted. 7 Conclusions ➢ The calculated impact fees are based on local current costs that reasonably reflect the costs of treatment and major transmission facilities that benefit new connections. ➢ The calculated impact fees reflect net amounts that are: • equitable and provide reasonable recovery without exceeding current cost of the expansion -related capital improvements associated with providing utility capacity to new connections; and • take into consideration revenues derived from other sources that are anticipated to pay for a portion of expansion related capital improvements. ➢ The facility cost data and engineering design criteria provided by the Utility engineering staff for this study appear to be reasonable and representative. ➢ No adjustments to the Utility's current LOS standards are required. a 11/13/2018 12.G.4. Conclusions ➢ The Utility currently imposes meter connection charges, deposits and other fees for new customers connecting to the system. Such fees are related to recovery of operating costs associated with establishing a new customer rather than capacity to serve the customer and are not impact fees. ➢ The County should conduct impact fee study reviews periodically (minimum of 3 -year intervals) or when there are any material capacity changes. It is recommended that the allocation basis between treatment and transmission be changed to reflect the findings of the Impact Fee Update Study;. 9 Suggested Adjustments to the Existing Impact Fee Allocations ReallocationImpact Fee Treatment Water and Transmission Amounts Wastewater Treatment_ Treatment ..l Existing Amount $320.00 $980.00 $1;300.00 $2;087:00: $709:00 $2,796.00 Percent 24 62%; 75.38°b ;" 10 .fl % 74 64°° Calculated Amount $1,745.00 $1,577.50 $3,&2.50 .50 $2,410.00 -.0.00 $1,670.00 $4,08 Percent 52.52°% - --47.48% 10 i{3 % 59.07% 40.93% loclP % Existing Revised"''.,':°" Amount.!, $68277. I ..; $61733 $1300.00. $1,651:66. $1,144'.44 $2;796:00.: Percerit 52 52% 4.7.48°% 100.00% 59:07% 40.93% 100:00°% 10 3&16 Last Rate Study was in 1999 k i �kd5 � u'i 3 Fa J ,,ff ' 12 11/13/2018 12.G.4. Overview of the Rate Study Process ➢ Reviewed Rate Structure for Equitable Cost Recovery. ➢ Reviewed Customers and Fiscal Requirements. ➢ Reviewed Rates for Revenue Sufficiency. ➢ Reviewed Budget Funding Considerations. ➢ Updated Miscellaneous Service Charges for Full Recovery. ➢ Examined ERU Reserve Accounts and Staff Concerns. ➢ Providing a Uniform Septic to Sewer Policy. 14 11/13/2018 12.G.4. 111=17,11wistlE,r @ 2 O ilUasteiniater @ 2 8 `% 11/13/2018 12.G.4. Fiscal Requirements (with Growth & Inflation) 17 Rate Structure Modifications and Rate Adjustments ➢ REVENUE NEUTRAL Modifications (Tweaks) to Improve and Simplify: • Billing Charge Costs Recovered In Service Availability Charges; • Reduced Number of and Adjusted Water Block Allowances; • Adjusted Water Block Rates on Revenue Neutral Basis; and • Adjusted Wastewater Block 2 to be Uniform. 18 11/13/2018 12.G.4. Rate Structure & Equitable Cost Recovery ➢ Water Modifications to Simplify and Improve • Billing Charge Cost Recovered In Service Availability Charge. • Adjusted Block Rates on Revenue Neutral Basis. ProposedExisting Allowance Rate Allowance Rate Water Recovery Improve ProposedExisting Rate Billing Charge Per Bill $1.29 Eliminated Service Availability Charge Single Family / ERU $14.58 Single Family / ERU $7.76 $8.75 Manufactured Home @ 0.85/ ERU $12.40 $13.26 Manufactured Home @ 0.85/ ERU $6.60 $7.44 $13.26 Multi -Family @ 0.85 / ERU $6.60 $7.44 Commercial / ERU $7.76 $8.75 Individually Metered Residential cap 12,000 $2.86 cap 12,000 $2.86 Volume Charges per 1,000 Gallons Multi -Family & Commercial: Block 1 Per Month / ERU 0-3,000 $2.20 0-5,000 $2.20 Block 2 Per Month Per ERU above 13,000 $4.29 above 12,000 $4.29 Block 2 Per Month / ERU 3,001- 7,000 $2.42 5,001- 10,000 $2.97 100.00% Block 3 Per Month / ERU 7,001- 13,000 $3.85 above 10,000 1 $7.04 20 Block 4 Per Month / ERU above 13,000 $7.70 N/A 19 Rate Structure & Equitable Cost ➢ Wastewater Modifications to Simplify and • Billing Charge Cost Recovered In Service Availability Charge • Uniform Cap and Block Allowances • Established New I&I Surcharge Allowance Rate Allowance Wastewater Recovery Improve ProposedExisting Rate Billing Charge Per Bill $1.29 Eliminated Service Availability Charge Single Family / ERU $14.58 $15.60 Manufactured Home @ 0.85/ ERU $12.40 $13.26 Multi -Family @ 0.85 / ERU $12.40 $13.26 Commercial / ERU $14.58 $15.60 Volume Charges per 1,000 Gallons Individually Metered Residential cap 12,000 $2.86 cap 12,000 $2.86 Multi -Family & Commercial: Block 1 Per Month Per ERU 0-13,000 1 $2.86 1 0-12,000 1 $2.86 Block 2 Per Month Per ERU above 13,000 $4.29 above 12,000 $4.29 I&I Surcharge 1 100.00% 1. Applicable to Blocks land 2 wastewater volume rates on the difference between the measured wastewater flow and metered water flow. 20 Monthly Bill Comparisons; .Monthly Bill Comparisons 21 22, Difference Singh F-,6mily+ ; 3,000;, $4,Q 10 "° $39 53? $0}57- 1~:;42•%f 5,000 $50.66 $49.65 -$1.01 -1.99% F 8,,0,0,0 , $6;7r.Oil 10,000 $81.35 $78.80 -$2.55 ` -3.13% 4102: $S Mobile Horne 2;000; $3170 $30'$2„ $Q 88 !-2%,7,8%� , 3,000 $36.76 $35.88 -$0.88 -2,39% Corrim`erd. w/'3;ERUs; ;12;000 ; $130 98 $1+33 77a Y . $2:,7,91 2:1.3%; 20,000 $173.22 $178.10 $4:88 2.82%. 25;OO;Q $2Q5, .Monthly Bill Comparisons 21 22, 11/13/2018 12.G.4. Monthly Bill Comparisons Monthly Bill Comparisons 23 24 30 5 23 11/13/2018 Typical Bill Comparison to Other Utilities Typical BillComparison (5,000 Gallons) Fcllsmcrc Part $t: Lurie �° Palm 13ay A Ptel6nurne �"" w PPUA 3w�. $tvat4 ,rii DtaN n Caunty mi Brevard (aunty Palm Reach Uunty F Vero Reach j 1RCPropnsed 7 IRMisting $D.DD �U'.DD Sa¢An �r�rtio Wager *' 4lraskexatet� Amount 49.65 27 Other Rate Adjustments Note: As capitalized within the utility enterprise and pursuant to current operations reclaimed water is exclusively a wastewater disposal activity. Miscellaneous Service Charges g 12.G.4. Existing Proposed Reclaimed Water Rate Per 1,000 Gallons $0.67 Disposal Rate Per 1,000 Gallons $0.21 ,sludge, Grease & Septage Rate Per Wet Ton $15.00 $15.00 Note: As capitalized within the utility enterprise and pursuant to current operations reclaimed water is exclusively a wastewater disposal activity. Miscellaneous Service Charges g 12.G.4. 11/13/2018 12.G.4. Suggested Budget Policies ➢ Annual R&R transfers from rate revenue is based on percentage of prior year gross revenues (12% Water & 10% Wastewater). ➢ Annual Operating Capital Outlay (OCO) based on last five-year average (approx. $1.3 M). ➢ R&R and OCO above policy funded from available unrestricted reserves. ➢ Impact Fee Reserves to pay a portion of expansion related debt service. Other Issues ERU Reserve Account ➢ To be discussed more fully in a later presentation. 29 30 N5 '-!� 11/13/2018 12.13.4. Other Issues Uniform Septic to Sewer Policy 1. Project Funding • Property owners responsible for a minimum of 33% of the project. • The County will seek the balance of the funding from other sources. 2. Assessments Program • Maximum interest rates for each benefit assessment program will be limited to the greater of. (i) 2.0%; or (ii) one half the current Board of County Commission approved rate. • Amortization of a property's total assessment shall be through equal annual installments, plus assessment expenses, over a period not exceeding 20 years. 31 Other Issues Uniform Septic to Sewer Policy 3. Connection Incentives • Option 1 provides a credit of 100% of the current wastewater impact fee ($2,796) when a single family property owner with an existing septic tank commits to connect prior to wastewater service being available at the property's location. • Option 2 provides a credit of 50% of the then applicable wastewater impact fee ($1,398) when a single family property owner with an existing septic tank commits to connect within one year of wastewater service being available at the property's location. 32 IMM 11/13/2018 12.G.4. Salient Changes 1. Minor rate structure revenue neutral adjustments to improve and simplify. 2. Established new Reclaimed Disposal Rate. 3. Established new I&I surcharge. 4. Updated. Miscellaneous Service Charges. 5. Suggested stable R&R and OCO budget policy. 6. Addressed Reserve Account issues. 7. Included a Uniform Septic to Sewer Policy. 8. Conduct periodic rate study reviews (every 3-5 years). 9. Provided for CPI indexing of rates. Summary Recommendations 1. The County should proceed to adopt the following rate structure modifications and rate adjustments with an effective date on or after March 1, 2019: a. Adjust Service Availability Charges to recover respective billing charge costs; b. Reduce water inclining volume blocks from 4 blocks to 3 blocks; c. Adjust water inclining volume block rates per 1,000 gallons on revenue neutral basis as shown in rate study report; d. Bill all water and wastewater volume in hundreds of gallons. e. Reduce wastewater volume Block 2 from 13,000 to 12,000 gallons; f. Establish I&I Surcharge; g. Adjust monthly Fire Protection Fee to $15.16 per account; h. Maintain the Septage and Sludge Rate at $15.00 per wet ton; 33 34 2265 lb 11/13/2018 12.6.4. Summary Recommendations i. Establish a Large User Non -Pressurized Interruptible Service Disposal Reclaimed Water Rate of $0.21 per 1,000 gallons (available only through agreement where the Large User is required to accept a minimum of 75,000 gallons per day on an average annual basis); and j. Update Miscellaneous Service Charges per County Administrator's direction. 2. Establish R&R policies that allow for: a. Annual transfers of 12% and 10% of prior year's gross revenues for water and wastewater respectively; b. Fund balance of R&R from unrestricted Revenue Reserve Fund; c. Funding all R&R from the R&R Reserve Fund; and d. Maintain minimum R&R Reserve Fund balance of $2,500,000. 35 Summary Recommendations 3. Utilize Impact Fee Reserves, when available, to pay minimum of 25% water and 75 % of wastewater expansion related debt service. 4. Address delinquent Reserve accounts and establish policy as proposed in rate study report. 5. Consider Uniform Septic to Sewer Policy as proposed in rate study. 6. Provide appropriate notice to customers regarding the rate structure modifications and rate adjustments. 36 11/13/2018 12.G.4. ,.Summary Recommendations 7. Conduct a rate study and policy reviews periodically (minimum of 3 -year to _5 -year intervals) to ensure that the existing rates and cost recovery program equitably, provide sufficient revenues to address the. fiscal and creditworthiness requirements of the Utility. 8. Adopt provision for indexing user rates by lessor of:. a. the annual difference not less than zero between the CPI for All Urban Consumers for twelve months prior to April of the, current year; or b. 3.0 percent. 37 Impact Fee Allocation Changes It is recommended that the allocation basis between treatment and i transmission be changed to reflect the findings of the Impact Fee Update Study 4 11/13/2018 12.G.4. 41 Miscellaneous Service Charges Existing Proposed New or Revised Account Fee During Working Hours N/A $31.00 Water Service Connection 5/8" Meter $400.00 $2,785.00 1.0" Meter $460.00 $2,785.00 1.5" Meter $810.00 $2,785.00 2.0" Meter or Larger Cost Plus Overhead Cost Plus Overhead' Sewer Service Connection Single Family° $500.00 $2,895.00 Other Than Single Family Cost Plus Overhead Cost Plus Overhead' Meter Installation 5/8" Meter $130.00 $329.00 1.0" Meter $250.00 $426.00 1.5" Meter $500.00 $644.00 2.0" and Greater Meter, Cost Plus Overhead Cost Plus Overhead' Fire Hydrant Meter Cost Plus Overhead Cost Plus Overheads Engineering Services Site Plan Review: Less than 40 Units Cost Plus Overhead $50.00 min $62.00 Per Plan Page Site Plan Review: 40. and More Units Cost Plus Overhead $150.00 min $62.00 Per Plan Page 42 � �i 11/13/2018 12.G.4. Miscellaneous Service Charges Existing Proposed Inspection Fee per Connection Water During Working Hours $25.00 $128.00 Water After Working Hoursz $50.00 $128.00 plus 25 % Sewer During Working Hours $25.00 $128.00 Sewer After Working Hoursz $50.00 $128.00 plus 25 Turn-Off/Turn-00 Turn -Off and Turn -On Combined N/A $182.00 Individual Turn -Off orTurn-On N/A $103.00 General Service Call During Working Hours Cost Plus Overhead $122.00 After Working Hoursz Cost Plus Overhead $122.00 plus 25 Meter Rereads and Leaks Inspection During Working Hours $20.00 $122.00 Line Extension Charges Water: $11.20 -Sewer: $15.77 per ft Cost Plus Overhead' 5/8" Meter $100.00 Eliminated 1.0" Meter $125.00 Eliminated 43 $300.00 Proposed Meter Removal 5/8" Meter $30.00 $104.00 1.0" Meter $30.00 $104.00 1.5" Meter or Larger $40.00 $118.00 During Working Hours $25.00 Eliminated After Working Hours $35.00 Eliminated Meter Test 5/8" Meter $25.00 $117.00 1.0" Meter $25.00 $117.00 1.5" Meter or Larger Cost Plus Overhead $117.00 1. Includes an administrative charge of $25.00 2. As limited by County policy. 3. A surcharge of 25% will be applied to the charges for services provided after working hours. 4. Charge shown Is for connexion made to aloes -pressure sewer system. Charges for connection to gravity sewer systems Inspection Fee per Connection Water During Working Hours $25.00 $128.00 Water After Working Hoursz $50.00 $128.00 plus 25 % Sewer During Working Hours $25.00 $128.00 Sewer After Working Hoursz $50.00 $128.00 plus 25 Turn-Off/Turn-00 Turn -Off and Turn -On Combined N/A $182.00 Individual Turn -Off orTurn-On N/A $103.00 General Service Call During Working Hours Cost Plus Overhead $122.00 After Working Hoursz Cost Plus Overhead $122.00 plus 25 Meter Rereads and Leaks Inspection During Working Hours $20.00 $122.00 Line Extension Charges Water: $11.20 -Sewer: $15.77 per ft Cost Plus Overhead' 5/8" Meter $100.00 Eliminated 1.0" Meter $125.00 Eliminated 1.5" Meter $300.00 Eliminated 2.0" Meter or Larger Cost Plus Overhead EliminatedExisting Miscellaneous Service Charges will be based on actual cost plus overhead and administrative charge. Five Year R&R a Total`R&Wx$19;35.7,9 0 Total OCO ', $7;0'45;700' FE 11/13/2018 12.G.4. 45 Miscellaneous Service Materials Cost: Charges Item X" x 4" Ta W/4" GV 10"8"6"4"x 2" Tap 12'x 2" Tap Greater than 12" $1,019.00 Tap 4" x 2" Reducer 23.42 12"x2"Tap 151.14 2" Gate Valve 188.66 Saddle 146.00 2" Corp159.79 2" Nipple 24.99 24.99 2" Poly Adter 48.02 48.02 48.02 2" Poly 50 ft 282.50 282.50 282.50 2" x 1"Y 63.45, 63.45 _63.45 1" Poly 10 ft 14.90 14.90 14.90 5/8 x T' Curb Stops 2 59.66 59.66 59:66 2" Inserts 2 2.88 2.88 2.88 1" Inserts 4 4.16 4.16 4.16 Pre Plum Box 2 450.00 450.00 450.00 Total Materials $1,231.36 $1,290.36 ':$1,992.98,. Average Cost of Materials $1,504.90. 0111 46 36,3t 11/13/2018 12.G.4. Basis Commercial Account 3.0 ERUs Volume Rate $2.86 $4.29 Surcharge Volume Rate 5.72 8.58 Volume Readings and Volume Charges Block 1 Block 2 Total No Surcharge Applicable Water Meter 36,000 12,000 M 48,000 Wastewater Meter 36,000 12,000 48,000 Volume Charge 102.96 51.48 154.44 Surcharge Applicable on Difference Between Water Reading and Wastewater Reading Water Meter 24,000 0 24,000 Wastewater Meter 36,000 12,000 48,000 Surcharge Flow 12,000 12,000 24,000 Regular Volume Charge $68.64 $0.00 $68.64 Surcharge 68.64 102.96 171.60 Total 137.28 102.96 240.24 Water Meter 36,000 0 j 36,000 Wastewater Meter 36,000 12,000 48,000 Surcharge Flow 0 12,000 12,000 Regular Volume Charge $102.96 $0.00 $102.96 Fid] Surcharge 0.00 102.96 102.96 Total $102.96 $102.96 $205.92 47 Regular Agenda Item INDIAN RIVER COUNTY, FLORIDA DEPARTMENT OF UTILITY SERVICES Date: November 7, 2018 To: Jason E. Brown, County Administrator From: Vincent Burke, P.E., Director of Utility Services Prepared By: Cindy Corrente, Utility Finance Manager Subject: Uniform Septic to Sewer Policy BACKGROUND On December 20, 2016, the Indian River County Board of County Commissioners (BCC) approved several items related to the North County Septic to Sewer (S2S) Phase 1 project. One of those items included conducting an updated rate study. On July 18, 2017, the BCC approved awarding two Professional Service Agreements with Raftelis Financial Consultants, Inc. The first agreement described services in order to conduct a Comprehensive Water, Wastewater, and Reclaimed Water Rate Study. A key element in that first scope of services was to develop a uniform S2S policy. The second agreement was to conduct a Water and Sewer Impact Fee Study. ANALYSIS The BCC has made cleaning the Indian River Lagoon (Lagoon) one of their focal points. Many symposiums on the health of the Lagoon have addressed the potential impacts from existing septic systems. Therefore, Indian River County Department of Utility Services (IRCDUS) has taken a lead role in evaluating the feasibility of bringing centralized sewer services into areas currently serviced by septic tanks. IRCDUS worked with two engineering firms, Masteller and Moler, Inc. (M&M) and Schulke, Bittle, and Stoddard (SBS) Inc. to conduct two Sewer Feasibility Studies. M&M concentrated on the North County area while SBS looked at the entire county. Ultimately, a final ranking by area was created. The areas were ranked on several factors, including population density, proximity to surficial water including the Lagoon and Sebastian River, soil conditions, and the age of the septic systems in these areas. The first S2S project to come to fruition was the North County S2S Phase 1 project. This project is currently nearing completion. IRCDUS has several goals related to S2S projects. They include: • Working with regulatory agencies, residents, and other stakeholders to develop and implement the countywide S2S plan • Providing safe, reliable water and wastewater service in the urban service area • Pursuing grant dollars and alternative funding sources for S2S projects • Developing a uniform S2S policy 306 Staff worked with the rate consultant to develop the uniform S2S policy. In developing the policy, several factors were considered. First, governmental utility facilities, such as IRCDUS, typically follow the general principal that treatment and major transmission facilities are constructed by the utility and funded through a combination of resources consisting of debt, impact fees, and grants. The more localized facilities are either contributed to the utility by the land developer, extended and funded by the property owner, or installed through a benefit assessment program. Since costs for localized facilities are generally.unique to each location, there can be significant cost differences for such projects, and those costs are the responsibility of the benefiting properties. A second utility principal is that customer growth typically results in economies of scale. This principle provides an opportunity for the utility to create financial incentives to connect to a centralized wastewater system without any undue burden on the utility's existing customer base. The key to providing an incentive is to create a uniform S2S policy that encourages connections through incentives for the property owners who participate in the programs. The added environmental benefit is that septic tanks are abandoned in lieu of connection to the centralized sewer system. There are two sets of costs affiliated with the S2S projects. First is the construction cost. This is typically passed onto benefitting properties through the assessment portion of a project. Second is the impact fee. This is also born by the benefitting property owners. Currently, there is no recommendation to modify the existing sewer impact fee of $2,796 per equivalent residential unit (ERU). Therefore, a single- family home can expect to fund $2,796 for a sewer impact fee in addition to their share of the construction costs. The creation of a uniform S2S policy recognizes that each project will be unique with its own set of constraints including costs; however, the policy provides for assessing the financial responsibility for each project on a uniform basis. In developing a uniform policy, it was important to be consistent with the County's 2030 Comprehensive Plan. Chapter 3A, the Sanitary Sewer Sub Element, describes ranking of S2S projects, goals to complete S2S projects and funding the projects. Several key concepts had to be incorporated into the policy. First, the benefitting property owners must be responsible for a portion of the construction costs. Their share of costs will be considered the assessment portion of the project. Second, S2S projects are typically quite costly on a per ERU basis. Therefore, in order to make the projects affordable, alternative funding sources must be included in the funding mechanism. Policy 5.6 of Chapter 3A of the Comprehensive Plan states that the County shall identify and pursue opportunities for State and Federal funding for the improvement and expansion of utility services, including S2S projects. It should be noted that some grants now require mandatory connection as a condition of the grant. The third concept included in the policy is to create incentives for early connection in order to maximize participation. Some of the potential funding sources are described below. Community Development Block Grants Program (CDBG) -This is a federal program that provides funding for housing and community development activities that meet one of three national objectives. They are to benefit low- and moderate -income persons, eliminate slum or blight, and address an urgent need that poses a serious threat to people living in that area. While many grants only fund portions of the construction costs, sewer hookups can be paid through these funds. Notes: Only eligible for up to $750,000/project. Benefitting properties do not include commercial properties State Revolving Fund (SRF) Clean Water Fund/Small Community Wastewater Grant - The FDEP administers the SRF loan program for financing public sewer infrastructure projects. Funds are available for planning, design, and construction. Financing rates vary but are typically less than half the market rate and repayment terms are usually 20 years. 307 Total Maximum Daily Load (TMDL) Water Quality Restoration Grants - These grants provide funding for best management practices including S2S projects. The applicant must provide a minimum of 50% matching funds for the total project cost. State Housing Initiatives Partnership (SHIP) Program - Florida Housing administers the SHIP program, which provides funds to local governments as an incentive to create partnerships that produce and preserve affordable homeownership and multifamily housing. The program was designed to serve very low, low, and moderate income families. SHIP dollars may be used to fund emergency repairs, new construction, rehabilitation, down payment and closing cost assistance, impact fees, construction and gap financing, mortgage buy -downs, acquisition of property for affordable housing, matching dollars for federal housing grants and programs, and homeownership counseling. SHIP funds may be used to assist units that meet the standards of chapter 553 St. Johns River Water Management District (SJRWMD) Cooperative Funding - SJRWMD provides cost sharing for projects that benefit the District's core missions, which include water quality nutrient loading reduction. The annual available funds are limited, and there is a lot of competition for these grants. Secondly, funding is limited to a maximum of 33% of construction costs. The County has received up to $825,000 from this source for the West Wabasso Phase II sewer project. Federal Department of Environmental Protection (FDEP) 319 Grant - These grants can be used to implement projects or programs that will help reduce non -point sources of pollution. These grants typically require a 40% non-federal match. Optional Sales Tax Dollars - The County currently sets aside 20% of its optional sales tax funds for Lagoon projects. The uniform S2S policy identifies funding mechanism options for S2S projects and provides incentives in order to maximize participation in the projects. The financial feasibility of these projects will be dependent on obtaining grant funds to offset the costs. Any alternative funding sources shall be sought in order to offset the project costs. Many grants provide for a maximum of 33% of the construction cost. Even if a third of the construction costs are covered by grants, other funding sources including those listed above shall be sought as well. Although the precise source of other funds would remain to be determined, in order for a S2S project to be successful, the goal has to be to obtain enough alternative funding sources to make the project financially feasible and to maximize customer participation thereby maximizing the net environmental benefits to the Lagoon. It is important that the project be economically feasible in order for it to make sense to pursue the project. Therefore, the policy shall be to seek 80% funding of the total costs from other sources. Utility reserve funds shall not be considered as a viable source of funding since the utility fees that generated such funds are supposed to be used to benefit the parties contributing to those funds. Thus, one group of utility customers' fees shall not be used to support another group of customers. 308 Second, the benefiting property owners shall be responsible for a minimum of twenty percent of the project costs. This portion will be treated as an assessment program. An example of the customer's monthly cost breakdown for a sample project is listed below. Assume a total project cost of $1,000,000 with 50 benefitting property owners, which equates to a cost of $20,000 per parcel. Grant funds were obtained for 67% of the costs of the project. The current BCC financing rate is 5%. The assessment portion of the project will be amortized at 2.5%. The benefitting property owner will be responsible for $4,000 in construction costs financed at 2.5% over 20 years. The impact fee cost will vary based upon the owner's commitment to connect. The table below depicts costs for a customer that did not take advantage of any of the early connection incentives. For those that did, their obligation will be decreased by the $52.76 impact fee loan amount. Description Years 1-5 Years 6-20 Years 21 and beyond Impact Fee Loan $52.76 $0.00 $0.00 Assessment Loan (Divided into monthly $21.38 $21.38 $0.00 costs) Average bill of 5,000 gallons of water and $50.66 $50.66 $50.66 sewer service Total Monthly Costs $124.80 $72.04 $50.66 Third, provide a discounted financing rate for S2S projects. Rather than utilize the interest rate that is adopted by the BCC annually, a discounted rate is proposed. This rate would be the greater of two percent, or half of the BCC adopted rate that is in effect at the time the project is approved by the BCC. The BCC's current rate is 5%. Therefore, a project being approved today would be financed at 2.5%. Fourth, extend the amortization period from the ten-year term utilized for assessment projects to a twenty-year term. It is recommended that staff work with the Indian River County Tax Collector to add the annual assessment fee to the property tax bill in order to assure a more consistent reimbursement cash flow for the project. Unlike a lien that gets cleared during a property sale, the S2S assessment would remain on the property tax bill until satisfied. The feasibility of this program is yet to be determined. However, neighboring counties such as Martin County .have found this method to be successful. It should be noted that this method would also involve additional costs in the form of an administrative fee pass through for the services of the Tax Collector. Last, provide a credit of 100 percent of the sewer impact fee to those property owners who commit to connect to the sewer system prior to the service being made available.at the property's location. This credit is not an elimination of the necessary impact fee but rather those costs for plant treatment and transmission capacity are covered by other funding sources. SHIP funding may be available for certain qualifying households but the program is very restrictive and designed to serve very low, low, and moderate income families. For those property owners that connect within one year after service availability, provide a credit of 50% of the impact fee funded from one of the grant sources that allow funding for expenses other than construction costs. If property owners do not qualify for SHIP funding, then optional sales tax dollars may be considered as a funding source. 309 The below tables are shown for general illustration purposes and may be subject to change based on available funding and grant selection criteria. In both the scenarios listed below, it is anticipated that the total funding level from the optional sales tax for the construction costs and the impact fees would not exceed 25%. Construction Costs* Ideal Scenario Potential Funding Source Grants 67% Property Owners 20% Optional Sales Tax 13% 100 *Includes planning and design services More Realistic Scenario Potential Funding Source Grants 50% Property Owners 33% Optional Sales Tax 17% 100 RECOMMENDATION Staff recommends the Board of County Commissioners create a septic to sewer policy and direct staff to: 1. . Require benefiting property owners to pay a minimum of 20% of project costs 2. Solicit alternative funding options, which include various grants, to cover the remaining project costs 3. Use optional sales tax dollars as needed, not to exceed 25% for both construction costs and impact fees 4. Establish a S2S financing interest rate to be the greater the maximum of either 2% or half of the current BCC approved rate. Current rate is 5% so the S2S rate would be 2.5%. 5. Extend the amortization period from ten years up to a 20 -year term and direct staff to work with the Indian River County Tax Collector to add the annual assessment fee to the. property tax bill in order to assure a more consistent reimbursement cash flow for the project 6. Offer a S2S impact fee credit of 100% for those property owners.who commit to connect to the sewer system. before sewer is available to the property. For those property owners that connect within one year from service availability, provide a credit of 50% of the impact fee. 310 Impact Fees Customers Customers Customers who sign up who sign who sign up within one up after prior to Year of the first Potential Funding Source 1 availability SHIP availability year SHIP Funds 100% Optional Sales Tax 100% 50% Property Owners 50% 100% 'SHIP funds are only available for very low, low, and moderate income owner -occupied households RECOMMENDATION Staff recommends the Board of County Commissioners create a septic to sewer policy and direct staff to: 1. . Require benefiting property owners to pay a minimum of 20% of project costs 2. Solicit alternative funding options, which include various grants, to cover the remaining project costs 3. Use optional sales tax dollars as needed, not to exceed 25% for both construction costs and impact fees 4. Establish a S2S financing interest rate to be the greater the maximum of either 2% or half of the current BCC approved rate. Current rate is 5% so the S2S rate would be 2.5%. 5. Extend the amortization period from ten years up to a 20 -year term and direct staff to work with the Indian River County Tax Collector to add the annual assessment fee to the. property tax bill in order to assure a more consistent reimbursement cash flow for the project 6. Offer a S2S impact fee credit of 100% for those property owners.who commit to connect to the sewer system. before sewer is available to the property. For those property owners that connect within one year from service availability, provide a credit of 50% of the impact fee. 310 INDIAN RIVER COUNTY 1111� pq��11 Mill! 1 lkle Ci Histor 11/13/2018 12.G.5. • March 8, 2016: BCC directed staff to evaluate a county wide Septic to Sewer program based the following phased approach:. ✓Phase I: Develop a more comprehensive priority ranking plan along with cost estimates ✓ Phase I/: Proposed changes to the county comprehensive plan ✓ Phase /I/ : Financing options and public outreach ✓ Phase IV: Encumber funds and implementation of the priority ranking plan • October 18, 2016: BCC directed staff to develop a comprehensive Septic to Sewer priority ranking - Phase I • July 18, 2017: Staff presented the results of the comprehensive priority ranking plan. BCC authorized work order to Raftelis to start Phase III. • June 12, 2018: BCC adopted comprehensive plan revisions to the Sanitary Sewer Sub -Element- Phase II. 3 0— 1 11/13/2018 12.G.5. Locations of Septic Tanks in Indian River County 30,369 septic systems in Indian River County � � s€ � v' • .w;' r Iaidiml2L er Cauiry.: ,. r �I *`Z!'L } 2 r 31 N. fila � � ; n,�,..��'3. ,; �s �� �'� � ,� � �`�r -�"� ; � •�,� "'xY rssrs�^; ri 4 TI FYfi ky tiyE t9"'. Sirfii��r>t } 3^Y�.,,,°ab+aa€� i^'+t '•+ I':. ' ' 4mIjj 6_ �01.Z, - - � ... TOP 30 FINAL RANKING FROM THE COMPREHENSIVE STUDY PERFORMED AS PART OF PHASE 31D- 2 11/13/2018 12.G.5. CURRENT PROJECTS ➢ North Sebastian Septic to Sewer - Phase I Substantial Construction Completed September 28, 2018 ➢ North Sebastian Septic to Sewer - Phase II Design 90% Complete ➢ Proposal for design services received for Floravon Subdivision FUNDING Based on a construction cost of $1,000,000 with 50 benefitting parcels and funding granted to 525 projects in the past. Potential Funding Sources Possible Funding. Comments Amounts SIRWMD Cost -share will fund up to 33%ofthe construction cost SJRWMD $ 330,000.00 Although the West Wabasso S2S was short listed for funding in the House State Appropriation $ 0.00 Committee, the County was not successful in securing grant monies. County has not been successful in the past. IRNEP $ 80,000.00' Based on the West Wabasso funding, 8% was utilized. $ 750,000.00 CDBG funding is only available to communities that are financially CDBG-NR disadvantaged and meets certain household income criteria. FDEP-State Funded Standard Grant 18% Based on the grant awarded for the West Wabasso Phase II Septic to $ 180,000.00 Sewer Project. Agreement This amount equates to 21%. This is based on securing grant monies from Benefitting Properties $ 210,000.00 otherfunding sources. The County currently has set aside 20% for Lagoon Projects. IRC Optional Sales Tax $ 200,000.00 Total $1,000,000.00 1 These dollars do not include Engineering design, surveying,& CEI. State Revolving Funds (SRF)- Can fund the $ 1,000,000.00 Plus Soft Cost Funds are available for planning, design, and construction. Financing,rates entire Project Cost vary,but are typically.less than half the,market.rate and.repaymeht terms are usually 20 years �(b - 3 11/13/2018 12.G.5. Moving Forward/Next Steps County Goals ➢ Protecting Our Lagoon Work with the regulatory agencies, residents and other stakeholders to develop and implement the County Wide S2S plan ➢ Provide safe, reliable water and wastewater service ➢ Pursue grant dollars to minimize the overall impact to rate payers and be fair to all County citizens ➢ In order to qualify for these grants, they require connection to the Centralized System once installed ➢ Implement a County Wide S2S Connection Policy commendations ➢ Require benefiting property owners to pay a minimum of 20% of project costs. ➢ Solicit alternative funding options, which include various grants, to cover the remaining project costs. ➢ Use optional sales tax dollars as needed, not to exceed 25% of project costs. ➢ Establish a S2S financing interest rate to be the greater the maximum of either 2% or half of the current BCC approved rate. Current rate is 5% so the S2S rate would be 2.5%. ➢ Extend the amortization period from ten years up to 20 -year term and direct staff to work with the Indian River County Tax Collector to add the annual assessment fee to the property tax bill in order to assure a more consistent reimbursement cash flow for the project. ➢ Offer a S2S impact fee credit of 100% for those property owners who commit to connect to the sewer system before sewer is available to the property. For those property owners that connect within one year from service availability, provide a credit of 50% of the impact fee. 3p- 4 Regular Agenda [terra INDIAN RIVER COUNTY, FLORIDA . DEPARTMENT OF UTILITY SERVICES Date: November 1, 2018 To: Jason E. Brown, County Administrator From: Vincent Burke, P.E., Director of Utility Services Prepared By: Cindy Corrente, Utility Finance Manager Subject: Reserve Accounts BACKGROUND On December 20, 2016, the Indian River County Board of County Commissioners (BCC) approved conducting an updated rate study. On July 18, 2017, the BCC approved a Professional Services Agreement with Raftelis Financial Consultants to conduct a Comprehensive Water, Wastewater, and Reclaimed Rate Study. The scope of work included looking at recouping any cost of construction and the future renewal and replacement costs. It also included an analysis of impact fees, and line extension charges in order to ensure that they are meeting the capital costs affiliated with the related growth. In doing so, some related situations were reviewed with the consultant in order to assure that other operational concerns were addressed and incorporated into the study. One of the related areas involves reserve accounts. Reserve accounts are defined as accounts wherein impact fees were voluntarily paid in order to guarantee capacity in the water and/or wastewater system. Reserve accounts contain a certain number of equivalent residential units (ERUs). An ERU is defined as "the amount of water used or wastewater produced by a typical residential unit", or a maximum of 7,500 gallons per month. Once an impact fee is paid, there is a monthly service availability fee affiliated with that reserve account. Monthly service availability fees cover the operating costs affiliated with maintaining the reserved capacity in the water and wastewater system. Currently, Indian River County Department of Utility Services (IRCDUS) has 972 water reserve accounts with 3,736 ERUs and 998 sewer reserve accounts with 4,411 ERUs. The chart below depicts the total number of utility accounts and ERUs as well as the number of reserve accounts and ERUs. Type of Account Total Accounts All Types Total Active Accounts Total ERUs All Accounts Total Active ERUs Reserve Accounts Reserve ERUs Water 49,994 49,022 69,213 65,477 972 3,736 Sewer 29,770 28,772 49,241 44,830 998 4,411 Total 79,764 77,794 118,454 110,307 1,970 8,147 311 ANALYSIS It is important to understand that once an impact fee is paid, a utility account is established. Until the property is actually connected to the utility system, the account is referred to as a reserve account. Immediately upon receiving payment of an impact fee, IRCDUS is obligated to set aside and maintain the customer's share of capacity in the system. Once that happens, IRCDUS incurs certain reoccurring costs in order to maintain that capacity. IRCDUS is reimbursed for these reoccurring costs through the monthly service availability fees. For this analysis, the reserve accounts have been described in groups wherein there are similarities in the accounts within the group. These categories include accounts where the reserves were recently purchased in order to secure a building permit, accounts where the ERUs were purchased during various voluntary assessment programs and accounts where reserves were purchased for future development and often were required for a developer to obtain a concurrency certificate. Staff will describe concerns regarding some accounts within each category. Among more than one category, there are a small percentage of accounts where the account holder is not paying the monthly service availability fees. Even though IRCDUS is incurring the costs of maintaining the capacity, we are not receiving the reimbursement of the costs. This dilemma was reviewedextensively with our rate consultant. Second, amongst more than one category, there are accounts that have more ERUs than can be utilized on the property affiliated with the account, even at maximum buildout. Third, there are account holders amongst all groups that desire to relinquish their ERUs. Descriptions of the various categories follow below. Reserve Accounts where the impact fees were paid in order to secure a building permit In this group, there are a total of 412 water accounts that contain a total of 421 ERUs and 378 sewer accounts. with 382 ERUs. Most of these accounts are for single family homes and were purchased in order to secure building permits. The majority of these accounts will become active service accounts within six months or less of the date of purchase of the ERUs. These accounts are all being kept current. For the most part, there are no concerns to be addressed under this category. Occasionally, an ERU is purchased with the intention of building in the near future and for some reason building does not take place. Currently, there is no allowance in County code for the return of these ERUs. However, staff will be recommending modifications to County Code to allow refunds under certain circumstances, including the one just described. Type of Account Number of Accounts Number of ERUs Water 412 421 Sewer 378 382 Total 790 803 Reserve Accounts where impact fees were paid during a voluntary assessment project Between 1984 and 1989, IRCDUS adopted resolutions that were affiliated with various voluntary assessment projects. During this time frame, IRCDUS promoted assessments in lieu of impact fees in order to generate revenues for expansion of the system. The assessment values equated to ERUs. The funds generated were expended many years ago for expansion of the utility. The service availability revenues generated from these voluntary assessments were pledged for coverage of various bond issues affiliated with many of the expansion projects. The majority of these voluntary assessment projects were sewer projects wherein the funds generated were used to make sewer available, primarily in the north part of the county and the State Road 60 area. No one was forced to participate in the assessment project nor required to purchase ERUs. Customers purchased them strictly on a volun3lt2 basis. Once the ERUs were purchased, service availability fees began to accrue. Over 11,000 ERUs were sold through these voluntary assessment projects. Over time, many of the parcels containing the reserves have been developed. However, 233 voluntary water and sewer reserve accounts remain in the system today. Those 233 reserve accounts hold a total of 1,277 reserves. Over ninety -percent of these account holders continue to pay their monthly service availability fees. Type of Account Number of Current Accounts* Number of ERUs originally purchased Number of ERUs remaining Water 78 2,050 219 Sewer 155 9,176 1,058 Total 233 11,226 1,277 'This is the number of accounts remaining that are affiliated with ERUs that were purchased during one of the voluntary assessments. The original number of accounts is irrelevant since oftentimes the parcels consisted of tens or even hundreds of acres each. As the properties were carved out for development, accounts were added to accommodate the carve outs. Included among the remaining account holders: are some who have no plans to develop their property or connect to the county system, even though their properties are located within the urban service boundary. Some of them have expressed an interest in relinquishing their reserves. An allowance for such is discussed below in the recommendation section of this report. Most of these account holders continue to pay their monthly service availability fees. However, there are 21 accounts that are not paying the monthly service availability fees: These properties all have utility liens on them. It is important to understand that these few accounts have a large impact on cash flow and accounts receivable. Below is a chart thatdepicts the type of account, affiliated ERUs, and past due accounts receivable balances. Type of Account Number of Past Due Accounts Number of ERUs Accounts Receivable as of 6/30/18 Water 9 100 $108,041 Sewer 12 187 $370,418 Total 21 287 $478,459 Reserve Accounts where impact fees were purchased for a Planned Unit Development (PUD) Primarily, the ERUs in this group were purchased between Fiscal Year (FY) 2004 and FY 2007. At the time, there was an economic upswing, and residential development was widespread throughout the County, with heavy concentration in South County. A new practice became the standard during this time frame. Developers were buying up vacant land for PUDs. They then purchased reserves in quantities that were sufficient to cover every residence and building in the PUD.. Between FY 2004 and 2007, a total of 17,244 water ERUs and 12,724 sewer ERUs were purchased. The majority of these ERUs became active water and sewer accounts within a few years of the original purchase. Some of the PUDs were fully developed while others only partially developed. Today, about twenty percent of these locations remain undeveloped, and fourteen percent of those are in the process of being developed. Only six percent are not being developed. Coincidently, only six percent of these account holders are not paying their service availability charges either. 313 Below is a table that depicts the past due balance on the six percent of the total accounts. Type of Account Number of Past Due Accounts Number of I ERUs Accounts Receivable Water 9882 $1,731,490 Sewer 6 1 876 $2,944,197 Total 15 1,758 $4,675,687 OPTIONS FOR CONSIDERATION: Several factors were considered before staff was able to suggest recommendations regarding reserve accounts. The first key factor was whether or not the service availability fees have been kept current. Overall, only six percent of the total ERUs sold by IRCDUS during one of the voluntary assessment projects or purchased for a PUD are affiliated with accounts that are not current. However, the impact of those few accounts on cash flow is quite significant. In reviewing these accounts with the rate consultant, it was concluded that when service availability fees are not maintained, the owner of the ERUs loses their rights to the capacity related to those ERUs. A similar concept was written into Resolution 87-142, which was adopted on December 1, 1987. At that time, the County could reclaim the ERUs and resell them. Staff is unsure when this practice was discontinued. In order to prevent excessive balances accruing on reserve accounts in the future, staff is recommending that after twenty-four months of service availability fees become delinquent, the county reclaim the ERUs affiliated with those service availability fees. Account holders would be notified and given the opportunity to bring the account current prior to the County reclaiming the ERUs. The manner in which those reserves are reclaimed will be elaborated upon within each applicable category of ERU discussed below. Other factors that were reviewed include the circumstance under which the ERUs were purchased, the time period during which they were purchased, the volume of other similar purchases, and whether or not the funds collected for such sales have already been expended to expand the system. Relative to the total number of ERUs sold by IRCDUS since its inception, most have been utilized to establish active service. IRCDUS utilized the impact fees that were collected to expand the capacity of the system and now provides service to those areas. Less than two percent of all ERUs sold are affiliated with reserve accounts. Within that two percent, there are some situations described herein that require some action on the part of IRCDUS in order to resolve various areas of financial concern. A very small percentage of these accounts are not in good credit standing with IRCDUS. Before considering any recommendations, the financial impact to IRCDUS was considered. Staff was tasked with making recommendations that would relieve some properties of a lien that has become so excessive, the properties are no longer marketable while not creating a policy that would be viewed as unfair by all of the thousands of customers.who purchased reserves, paid for them in full, and kept their service availability fees current. Reserve Accounts where the impact fees were paid in order to secure a building permit Staff recommends updating County Code to allow for the refund of impact fees paid in order to secure a building permit if such request is within twenty-four months of the purchase of the ERU. The policy should include language that the impact fee can be refunded if the account is in good credit standing, you were the original purchaser of the ERU and if the parcel that it is attached to is intact as it was when the ERU was purchased. In other words, the parcel has not been combined with other parcels, nor was there a parcel split. This policy would be helpful to customers who purchased an ERU with the intention to build in the near future but for some reason their plans changed. Situations like this do not occur often and staff contends that there should be an allowance in County Code for such a refund. There is no concern that this would have any significant impact on revenues nor create any other issues for the utility. 314 Reserve Accounts that were purchased during a voluntary assessment project There are currently account holders whom possess ERUs that were purchased during one of the voluntary assessments and now have expressed the desire to relinquish their ERUs. Staff recommends updating County Code to allow for the relinquishment of such ERUs. With a few exceptions, staff is not recommending the refund of any of the impact fees paid during this time since the funds generated from the voluntary assessments were expended years ago in order to expand the system, and such refunds could have a large impact on fund reserves that are needed for near future expansion of the system. However, there are a few instances where service is unavailable within two hundred feet of the property. In these instances, a refund of the impact fee paid is recommended. Before relinquishment, the account balance would have to be brought current. A chart that reflects the potential impact if refunds were allowed for all reserve accounts is below. Type of Account Number of ERUs Annual Revenue Generated (Service Availability Fees) Cost to Refund Impact Fees Water 219 $ 23,783 $ 295,650 Sewer 1,058 $201,486 $1,428,300 Total 11277 $225,269 $1,723,950 Within this same group of ERU accounts, there are 21 accounts with 287 ERUs that are past due. Eight accounts make up eighty-four percent of the past due accounts receivable category. Staff recommends giving the owner the opportunity to bring their account current within 90 days of receiving notice by certified mail. At the end of the 90 -day period, if the account is not current, exercising the option to foreclose should be seriously considered. Failure to do so will result in further compounding the receivable problem. Reserve Accounts that were purchased for a PUD Staff has analyzed this group of account holders and recommends several actions related to this category. First, our rate consultant has advised, if service availability fees have not been paid, then the account holder loses their rights to the ERUs. Therefore, staff is recommending an update to County Code that defines the consequences of not paying service availability fees on reserve accounts. Before taking any action, staff recommends giving the owner the opportunity to bring their account current within 90 days of being notified by IRCDUS via certified mail. After expiration of the 90 days, if the account is not current, exercising the option to foreclosure should be seriously considered. Failure to do so will result in further compounding the receivable problem. Due to the complexity of factors related to the accounts receivable balances and the potential policy shift of reclaiming ERUs, staff shall utilize this time to work with the County Attorney's office to research the legal, financial, and operational logistics of foreclosure. It is possible that another unique situation exists amongst holders of ERUs purchased during a voluntary assessment or purchased for a PUD. It may be that the property contains more ERUs than can be utilized, even if the parcel were developed to its maximum buildout as allowed under the County's Comprehensive Plan. In these circumstances, staff is recommending that the account holder be allowed to relinquish the number of ERUs owned over the maximum buildout allowed. Such relinquishment could only take place if the account was current. Once current, any subsequent bills would be based on the lower number of ERUs. 315 A last recommendation by staff shall be to provide one last 90 -day amnesty program.. The amnesty program gives the owner the option to maintain ownership of the ERUs affiliated with the property. Included in this program would be an option for the owner to elect to turn in any of their ERUs after bringing the account current. Any subsequent billing would be based on the reduced number of ERUs. If the account should become delinquent again, the ERUs will be reclaimed by the County after twenty- four months of service availability fees become past due. In order to accommodate the recommendations contained herein, modifications to County Code will be necessary. In all situations where a modification to County Code is recommended, staff would work with the County Attorney on said modification. Once complete in form, those modifications would come before the BCC for final approval. FUNDING There is no funding affiliated with this agenda item at this time. RECOMMENDATIONS A summary of the recommendations contained herein is listed below: 1. Modify County Code to allow for the refund of impact fees paid, if such request is made within twenty-four months of the purchase of the ERU(s). It is recommended that this modification become effective January 1, 2019. 2. Modify County Code to allow for the relinquishment of ERUs purchased during one of the voluntary assessment programs provided that the property remains undeveloped and/or service is not available within two hundred feet of the parcel. Such relinquishment shall include a refund of any impact fees paid only if service is unavailable within 200 feet of the property. Accounts shall be brought current before allowing any such relinquishment. 3. . Modify County Code to allow for the relinquishment of ERUs purchased at any time if the buildout of the property under the current comprehensive plan does not allow for utilization of all ERUs affiliated with the property. Unless the ERUs were purchased within the past twenty- four months, relinquishment shall not include a refund of impact fees. Accounts shall be brought current before allowing any such relinquishment. 4. Modify County Code to accommodate the County reclaiming any ERUs wherein twenty-four months of service availability fees are past due. 5. Modify County Code to provide a 90 -day amnesty period that also provides the property owner an opportunity to relinquish ERUs upon the account becoming current. 6. Direct staff to work with the County Attorney's office to research the logistics of foreclosing on properties that have excessive accounts receivable balances and enforcing the foreclosure option moving forward. Attachments Resolution 87-142 316 W RESOLUTION NO. 87- 142 A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF INDIAN RIVER COUNTY, FLORIDA, APPROVING A CAPITAL PROJECT CONSISTING OF THE ACQUISITION AND CONSTRUCTION OF ALTERATIONS, EXTENSIONS AND ADDITIONS TO THE SANITARY SEWAGE COLLECTION, TRANSMISSION, TREATMENT AND DISPOSAL SYSTEM FACILITIES OF INDIAN RIVER COUNTY, FLORIDA; APPROVING AND ADOPTING THE PLANS AND SPECIFICATIONS PREPARED AND SUBMITTED BY THE ENGINEERS FOR THE COUNTY IN CONNECTION WITH SAID PROJECT; DETERMINING TO LEVY AND ASSESS SPECIAL ASSESSMENTS IN LIEU OF IMPACT FEES AGAINST CERTAIN PROPERTIES OF OWNERS CONSENTING THERETO; PRESCRIBING THE MANNER OF SUCH CONSENT; REQUESTING THE CITY OF SEBASTIAN, FLORIDA TO ADOPT RESOLUTIONS LEVYING AND ASSESSING SPECIAL ASSESSMENTS IN LIEU OF IMPACT FEES PURSUANT TO PROVISIONS OF AN INTERGOVERNMENTAL AGREEMENT; AND PROVIDING AN EFFECTIVE DATE. BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF INDIAN RIVER COUNTY, FLORIDA (the "Board" and "County", respectively) that: SECTION 1. AUTHORITY FOR RESOLUTION. This resolution is adopted pursuant to provisions of Ordinance No. 86-88 of the County (the "Ordinance"), Chapter 125, Florida statutes (1985), as amended, and other applicable provisions of law. SECTION 2. FINDINGS. It is hereby found and determined that: A. It is advisable, desirable and in the best interest of the County to undertake certain capital improvements consisting of the acquisition and construction of alterations, extensions and additions to the sanitary sewage collection, transmission, treatment and disposal system facilities of the County (the "Project") in certain unincorporated areas in the northern portion of the County and in certain areas of the City of Sebastian, Florida (the "City"), all as more particularly described in the respective plans and specifications (the "Plans and Specifications") on file with the County. B. It is in the best interest of the County to assess Special Assosaments in Lieu of Impact Fees (individually, an "Aaeeasmant", collectively the "Assessments") against certain properties situate in certain unincorporated areas in the northern portion of the County to be serviced by the Project, the owners of which properties have consented thereto in the manner to be set forth herein (the "Assessed Properties"). C. Pursuant to the Intergovernmental Agreement (the "Agreement") between the County and the City, the County desires the City to adopt appropriate resolutions assessing Special Assessments in Lieu of Impact Fees against certain properties situate in the City to be serviced by the Project, similar in form and substance to the Assessments. D. It is in the best interest of the County that the Assessments be levied on the basis of the number of Equivalent Residential Units ("ERUs") attributable to the Assessed Properties. SECTION 3. APPROVAL OF PROJECT. The Project and the Plans and Specifications are hereby approved and adopted. SECTION 4. SPECIAL ASSESSMENTS IN LIEU OF IMPACT FEES. The County shall assess the Assessments against the Assessed Properties in accordance with the Ordinance. The Assessments shall be assessed on the basis of the number ERUs attributable to the Assessed Properties. The Assessments to be levied against the Assessed Properties shall be paid in ten (10) annual installments, together with interest on the outstanding amount of the applicable Assessments at a rate not to exceed two percent (28) above the interest rate on the bonds to be issued by the County in connection with the Assessments. If any installment is not paid when due, the County may declare the entire outstanding amount of the Assessment, together with the accrued interest thereon and an appropriate Interest and/or prepayment charge, immediately due and payable. Any Assessment or installment thereof not paid when due shall be subject to a penalty at the ?a C rate of one percent (18) per month or portion thereof until paid. The entire outstanding amount of any Assessment may be prepaid at any time provided that the accrued interest thereon and an appropriate interest and/or prepayment charge is paid together therewith. The Assessments shall be levied against the Assessed Properties on the basis of the number of ERUs assigned to and reserved for each of the Assessed Properties. The lien upon an Assessed Property resulting from the Assessment thereon shall be extinguished upon the recording in the Official Records of the County of an affidavit executed by the Chairman of the Board to the effect that the such Assessment has been paid in full or that sufficient security has been deposited with the County in order to insure timely payment of such Assessment. The lien upon an Assessed Property resulting from the Assessment thereon shall be extinguished as to a portion or portions of such Assessed Property upon receipt by the County of payment of a portion of the outstanding amount of the Assessment upon such Assessed Property together with the accrued interest thereon and an appropriate interest and/or prepayment charge, such portion to be determined by the County in its sole discretion which shall be at least pro rata based upon fair market values as established by appraisals acceptable to the County, or upon sufficient security therefor being deposited with the County, in either case followed by the recording in the Official Records of the County of an affidavit executed by the Chairman of the Board to such effect and describing in sufficient detail the portion or portions of the Assessed Property as to which such lien is extinguished. SECTION 5. IMPACT FEES NOT TO BE IMPOSED ON PROPERTIES PAYING ASSESSMENTS. An "Impact Fee", as that phrase is defined in Ordinance 84-18 of the County, as amended, shall not be imposed on the Assessed Properties. The term Assessed Properties shall only include properties the owners of which have 3 7. given their written consents to the imposition of the Assessments in accordance ' herewith. SECTION 6. COLLECTION OF ASSESSMENTS. In lieu of the provisions for collection of the Assessments, as finally determined and adjusted, and all Installments thereof and interest thereon set forth in the Ordinance, the County intends to use the method of collection provided for under Section 197.363, Florida Statutes (1985), as amended, and to take all steps necessary in order to do so. SECTION 7. PUBLICATION OF RESOLUTION, The Clerk of the County is directed to cause this Resolution to be published one time in a newspaper of general circulation published in the County. SECTION 8. REQUEST CITY TO ADOPT RESOLUTIONS. The County declares it Intention and desire to construct certain improvements, included in the Project, within the City. Accordingly, the County hereby requests the City, in accordance with the Agreement, to adopt appropriate resolutions levying and assessing Special Assessments in Lieu of Impact Fees on certain properties situate in the City to be serviced by the Project, similar in form and substance to the Assessments. SECTION 9. MANNER OF CONSENT. Any owner of real property constituting one of the Assessed Properties shall evidence its consent to the Imposition of an Assessment by completing the consent form hereinafter provided for. The Wastewater Reservation and Consent to Special Assessment (the "Consent") shall be substantially in the form attached hereto and the Director of the Department of Utility Services of the County and the County Administrator are authorized to execute the Consent on behalf of the County with such additions, 4 deletions and changes as they shall approve, their execution thereof to constitute conclusive evidence of such approval. Such Consents shall be recorded in the Official Records of the County. In appropriate cases, the County may require the owner of a property to be assessed to agree to provide and keep in full force a letter of credit or other security, in form and substance acceptable to the County, with respect to the payment of such Assessment, prior to permitting such owner to consent to the imposition of such Assessment. In the event that such owner fails to timely so provide such letter of credit or other security, said consent shall be deemed null and void and of no force or effect. In the event that it appears at any time that any such letter of credit or other security is not going to be renewed, replaced or otherwise kept in force, the County, within a reasonable period of time prior to the termination of such letter of credit or other security, may declare the entire outstanding amount of the corresponding Assessment, together with the accrued interest thereon and an appropriate interest and/or prepayment charge, immediately due and payable and may draw on or otherwise collect upon such letter of credit or other security to satisfy such Assessment. The letter of credit shall be substantially in the form attached hereto with such additions, deletions and changes as may be approved by the appropriate officials of the County, their acceptance thereof to constitute conclusive evidence of such approval. Said officials of the County are also authorized to execute similar consents on behalf of the County in connection with the special assessments in lieu of impact fees to be imposed by the City in connection with the Project. SECTION 10. MISCELLANEOUS. The appropriate officials of the County are hereby authorized to take all actions necessary or desirable in connection with the Resolution. 5 - — - SECTION 11. EFFECTIVE DATE. This Resolution shall.become effective immediately upon its adoption. The foregoing Resolution was offered by Commissioner _FggPrt who moved for its adoption. The motion was seconded by Commissioner Rird and, upon being put to a vote, the vote was as follows: Chairman Don C. Scurlock, Jr. Aye Vice -Chairman Margaret C. Bowman Aye Commissioner Richard N. Bird Aye Commissioner Carolyn K. Eggert Aye Commissioner Gary C. Wheeler Aye The Chairman thereupon declared the resolution duly passed and adopted ` this lst day of December 1987, BOARD OF COUNTY COMMISSIONERS i OF INDIAN RIVER COUNTY, FLORIDA By: Don ".—Scurlock, Jr. Ch man Attest:,.-'_ Fr'd Wrlght.,fix -0 1o C r c APPROVED AS TO FO AND LEGAL SUF ICIENCY zy. Char es P. Vitunac, Esquire County Attorney 6 PROPERTY OWNER'S NAME: PROPERTY'OWNER!S MAILING ADDRESS: „t PROPERTY CONTROL NUMBER: PROPERTY LOCATION: ( n7 incoroorated area or Sebastian) NUMBER OF ERUs RESERVED: SPECIAL ASSESSMENT AMOUNT: LEGAL DESCRIPTION OF THE PROPERTY: ll: j WASTEVATER CAPACITY RESERVATION AND CONSENT TO SPECIAL ASSESSMENT Reference is made to the information at the top of this page. The �) Undersigned, the owner of the Property defined below, hereby irrevocably consents it to the imposition by the County of a special assessment in lieu of impact fees in i! the amount set forth above (the "Special Assessment"). The payment of the �i Special Assessment together with the interest thereon and the charges in �! connection therewith will be secured by a lien against the Property. The Special iy A messment Is imposed in connection with the reservation for the Property by the County of the number of equivalent residential units ("ERUs") set forth above of �i vastavater treatment plant and transmission capacity. I j SECTION "A" of the Master Capacity Reservation and Consent to Special Assessment recorded in Official Record Book , Page of the Public Records of Indian River County, Florida is incorporated herein by reference and made a part hereof. IN WITNESS WHEREOF, the County has caused this instrument to be executed as of the day of 1987. Ij INDIAN RIVER COUNTY, FLORIDA By: Terrance C. Pinto, Director Department of Utility Services By: Charles P. Balczun County Administrator ACKNOWLEDGED thin - day of 1987. Notary Public My Commission Expires: (SEAL) CONTINUED ON THE NEXT PACE W, MASTER WASTEWATER CAPACITY RESERVATION AND CONSENT TO SPECIAL ASSESSMENT SECTION A INDIAN RIVER COUNTY, FLORIDA (the "County"), hereby reserves the number of equivalent residential units (°ERUs") set forth above of wastewater treatment plant and transmission capacity, as defined in County Ordinance 84-18, as now or hereafter amended and supplemented (the "Reserved ERUs"), for the property described above (the "Property"), under the terms and conditions set forth herein and subject to the policies and practices of the County and its Division of Utility Services (the "Utility Division") of general application with respect to the reservation of wastewater treatment plant and transmission capacity in the County now or hereafter established. Terms and Conditions 1. The County plans to construct certain wastewater treatment plant and transmission facilities in accordance with plans and specifications on file with the Utility Division (the "Project"). The County will use its best efforts to complete the Project by August, 1989, but does not guarantee such completion date and will not be responsible for construction delays. Further, the County does not guarantee that wastewater service will be available to the Property upon completion of the Project. The availability of wastewater service may require the construction of additional transmission lines, laterals and other facilities as well as facilities to connect the plumbing systems on the Property to the County's wastewater system. Construction of any such additional facilities by the County may require further special assessments against the Property and/or other costs to the Property owner. No representation is made regarding the dates on which construction of any such additional facilities will be commenced or completed. The Property owner should examine the Project plans to determine the nature and amount of additional facilities which will be required before wastewater dervice will be available to the Property. The County expects to be able to have and will use its best efforts to have wastewater treatment plant capacity available for the Reserved ERUs when service is desired by the Property owner and otherwise available. if the County does not have such capacity available ' within a reasonable period of time after such date, the Property owner, at any time thereafter prior to such capacity becoming available, shall have the right to cancel the reservation for the Reserved ERUs by written notice thereof to the County. Such cancellation shall not be effective until a written instrument so indicating has been recorded by the County in the public records of the County. Such cancellation shall not affect the Special Assessment, as hereinafter defined, in any manner whatsoever, including without limitation, the'terms of payment thereof. In the event of such cancellation the county hereby agrees to pay within six (6) months after the due date of the last regularly scheduled installment of the Special Assessment, regardless of any prepayment, to the owner of the Property as of the date of such payment an amount equal to the Special Assessment paid plus all interest paid thereon. The foregoing right of cancellation shall be the sole and exclusive remedy of the owner of the Property against the County in the event that such capacity is not so available. In no event shall the owner of the Property have the right not to pay the Special Assessment. 2. This reservation runs with the land and may not at any time be sold, transferred, or assigned by the Property owner, except to the County with its written consent or in connection with the sale of fee simple title to the Property. 3. If the entire Reserved ERUs are not reasonably expected to be needed for the Property, the County may reclaim the excess ERUs (the "Excess ERUs") for resale by written instrument, the original of which shall be recorded in the public records of the County and a copy of which shall be sent to the Property owner. Upon receipt of payment for the Excess ERUs and any impact fees and special assessments in connection therewith by the County from the purchaser of the Excess ERUs, the County shall refund to the owner of the Property as of the date the Excess ERUs were reclaimed an amount equal to the amount paid prior to the date the Excess ERUs were reclaimed for the Excess ERUs and any impact fees and special assessments in connection therewith, exclusive of interest and costs associated therewith; provided, however, that the County's obligation to make such refund shall be limited to the amount received from such resale. The County will be under no obligation to find a purchaser for the Excess ERUs. Any amounts received by the County from the purchaser of the Excess ERUs in excess of the amount refunded shall belong to the County. 4. Commencing with the first month following completion of the Project, the Property owner will be required to pay monthly base facilities charges established by the County. In the event the base facilities charge with respect to any unused Reserved ERUs is not paid within 30 days after becoming due and payable and after demand of the county, such unused Reserved ERUs may be reclaimed by the County in the manner set forth in paragraph 3 and the County shall be entitled to resell such unused Reserved ERUs. Upon any such resale, the County shall make a refund in the amount and manner set forth in paragraph 3, provided that the County shall deduct from the refund the amount of monthly base facilities charges due and accruing to the date of the resale of the unused Reserved ERUs. S. It is expressly understood and agreed that one of the purposes of this instrument is to prohibit speculation in wastewater treatment plant and transmission capacity. SECTION B THE UNDERSIGNED, the owner of the Property defined above, for himself and his heirs, executors, personal representatives, successors and assigns, for value received, hereby irrevocably agrees to the foregoing and, pursuant to county Ordinance 86-88, as amended and supplemented, further irrevocably consents to the imposition of a special assessment in lieu of impact fees with respect to the Property in the amount set forth above (the "Special Assessment") and agrees to the terms and conditions thereof as set forth in said Ordinance and the resolutions of the County now or hereafter adopted pursuant thereto. The Special Assessment shall be payable in ten (10) annual installments together with interest on the outstanding amount thereof at a rate not to exceed two percent (2t) above the interest rate on the bonds to be issued by the County in connection with the Special Assessment. The entire outstanding amount of the Special Assessment may be prepaid at any time provided the accrued interest thereon and an appropriate interest and/or prepayment charge is paid together therewith. It is understood and agreed that failure to pay the Special Assessment, interest thereon or any other charge appurtenant thereto may result in foreclosure and loss of title to the Property. The property owner further agrees that the amount of the outstanding special Assessment may be increased by the County in connection with the refunding of any issue of outstanding bonds of the County secured by a pledge of the Special Assessment by written instrument, the original of which shall be recorded in the public records of the County and a copy of which shall be sent to the Property owner; provided that the amount of the outstanding Special Assessment and the interest to be paid thereon thereafter is no greater than that which would have been payable without such increase. 2 IRREVOCABLE LETTER OF CREDIT NO. (Date] Indian River County, Florida 1840 25th Street Vero Boach, Florida 32960 Attention: Director of Budget and Management Dear Sir: 1. At the request of and for the account of (name and address of property owner) (the "Property Owner"), we hereby establish in your favor, in connection with the special assessment in lieu of impact fees imposed upon certain real property legal title to which is held by the Property Owner by resolution of the County adopted (the "Special Assessment"), our Irrevocable Letter of Credit No. (the "Letter of Credit ") in the amount of $ ( as more fully described below), effective and expiring at 5:00 p.m. on or, if such day is not a Business Day, on the next succeeding.Business Day (the "Stated Expiration Date"), unless, at our option, we deliver to you a written amendment signed by an authorized signer (specifically referring to [name of Bank] Irrevocable Letter of Credit No. ") extending the Stated Expiration Date to the date set forth in such amendment, in which case this Letter of Credit shall expire on such extended Stated Expiration Date unless further extended, it being understood that we shall be under no obligation to grant any such extension. This Letter of Credit is subject to automatic termination as provided in paragraph 5 hereof. 2. We hereby irrevocably authorize you to draw on us in accordance with the terms and conditions hereinafter set forth, by one draft on us, an amount not exceeding Dollars ($ ) (the "Letter of Credit Amount"). 3. Funds under this Letter of Credit are available to you at the time specified below in one drawing by your draft dated the date of its presentation, stating on its face: "Drawn under (name of Bank] Irrevocable Letter of Credit No. ", certifying that the Property Owner is in default in payment of the Special Assessment, stating the amount drawn and stating your payment instructions. Such draft shall be presented to us at or such other place in the State of Florida as we may hereafter designate by written notice to you and shall be made in the form of a letter to us on your letterhead manually signed by an appropriate official of the County. Upon presentation of your draft, all in strict conformity with the terms and conditions hereof, we will honor the same in accordance with your payment instructions on the later of (i) the second Business Day immediately following iv the Business Day on which you present to us your draft or the value date set forth in your draft. 4. As used herein the term "Business Day" means any day other than (i) a Saturday or Sunday, (ii) a day on which banking institutions in the State of Florida are required or authorized by law (including executive order) to close, or (iii) a day on which the New York Stock Exchange is closed. References to any time of day in this Letter of Credit shall refer to Eastern standard time or Eastern daylight saving time, as in effect in Indian River County, Florida on such day. 5. This Letter of Credit shall automatically terminate upon the first to occur of: (a) the Stated Expiration Date (as such date may have been extended), (b) the date on which we receive a certificate from you terminating this Letter of Credit, (c) the fifth Business Day following the date on which you receive written notice from us stating that an Event of Default has occurred under the Reimbursement Agreement dated as of between the Property Owner and us (the "Reimbursement Agreement") and directing you to make a draw under this Letter of Credit, or (d) the date on which the draft provided for hereunder is honored. This Letter of Credit shall be promptly surrendered to us by you upon such termination. 6. Only the County may make a drawing under this Letter of Credit. Upon the payment to the County or its account of the amount specified in a draft drawn hereunder, we shall be fully discharged on our obligation under this Letter of Credit, and we shall not thereafter be obligated to make any further payments under this Letter of Credit. 7. This Letter of Credit sets forth in full the terms of our undertaking, and this undertaking shall not in any way be modified, amended, amplified or limited by reference to any document, instrument or agreement referred to herein or to which this Letter of Credit relates, except only the draft referred to herein; and any such reference shall not be deemed to Incorporate herein by reference any document, instrument or agreement, except such draft. The draft referred to herein that is presented to us shall become an integral part of this Letter of Credit. 8. This Letter of Credit is subject to the provisions of the Uniform Customs and Practice for Documentary Credits, 1983 Revision, International Chamber of Commerce Publication No. 400 (the "UCP") other than Article 54(e) thereof. This Letter of Credit shall be deemed a contract made under the laws of the State of Florida and shall, as to matters not governed by the UCP, be governed and construed in accordance with the laws of the State of Florida, without regard to principles of conflicts of law. Very truly yours, [NAME OF BANK] By: Title: 2 11/13/2018 Item 12.G.6. Indian River County Utilities Item 12.G.6. Reserve Accounts/ERUs November 13, 2018 Equivalent Residential Unit (ERU) Per Indian River County Code of Ordinances Section 201.01 "Equivalent residential unit (ERU) is the amount of water used or wastewater produced by a typical residential unit, which water use ranges from zero to three hundred (300) gallons per day on a maximum day basis or zero to two hundred fifty (250) gallons per day on a maximum month basis. For manufactured home communities (MHC) or department -qualified, multi family designation (grouped units without exterior water usage, generally master -metered) a factor of 0.85 will be applied to purchased residential ERUs" 32B-1 11/13/2018 Item 12.G.6. Current Status E R U Cost as of 9/30/2018 -Monthly Service Availability Charge Total AR 6/30/18 $8.9m AR past due reserves $5.1m �� 2 11/13/2018 Item 12.G.6. Type 1: Building Permit Reserve bTy- .&peo1AWccoun1 Reserve Reserve �, Accounts ERUs • Scenarios for Consideration 1. New: Account becomes active (connects to the system -no longer a reserve) 2. New: Account is kept current, but is not activated 3. New: Account is not kept current and is not activated 4. Existing: Account is kept current, but is not activated 5. Existing: Account is not kept current and is not activated Type 1: Building Permit Reserve • Majority of the Building Permit Reserve ERUs will connect to the system and become active accounts • No code allowance for those who do not connect Recommendation: Modify code to allow for the following — 1. 1 New: Account becomes active Nothing 2. New: Current, not activated Allow for Refund of Fees* 3. New: Not current, not activated Allow partial refund of impact fees *Original purchaser of Capacity reservation, account current, requested within 24 months of purchase is 11/13/2018 Item 12.G.6. Type 2: Voluntary Assessment Reserve W"NeseelAnnual Revenue Refund Amount ERus (service Availability fee) Scenarios for Consideration 1. Existing: i 219 23;783. $ 295;650 Account is kept current, property is undeveloped, service is not available within 200' 1058 $201,486 $ 1,428,300 4. Existing: 1,277 $225,269. �� $1;723;050 Scenarios for Consideration 1. Existing: Account is kept current, property is undeveloped and service is available within 200' 2. Existing: Account is kept current, property is undeveloped, service is not available within 200' 3. Existing: Account is not kept current, property is undeveloped and service is available within 200' 4. Existing: Account is not kept current, property is undeveloped, and service is not available within 200' 5. Existing: Account is current, property is developed, within 200' but not connected 6. Existing: Account is not current, property is developed, within 200' but not connected Type 2: Voluntary Assessment Reserve • Some account holders have no plans to develop • No code allowance for relinquishment of reserves Recommendation: Modify code to allow for the following — 1. Existing: Account is kept current, property is undeveloped Allow relinquishment and service is available within 200' 2. Existing: Account is kept current, property is undeveloped Allow refund 328-4 and service is not available within 200' 3. Existing: Account is not kept current; property is Bring current, then allow relinquishment undeveloped and service is available within 200' 4. Existing: Account is not kept current and property is Bring current; then allow refund undeveloped 5. Existing: Account is current, property is developed, and Nothing service is available within 200' but not connected 6. Existing: Account is not current, property is developed and 90 -day amnesty, research logistics of service is available within 200' but not connected foreclosure 328-4 11/13/2018 Item 12.G.6. Type 3: Planned Unit Development (PUD) Reserves QW10Rese�6eAnnual Revenue Refund Amount s (service Availability fee) • Scenarios for Consideration 1. Existing: Account is current, developer stills plans to utilize reserves 2. Existing: Account is current, developer doesn't want or need all reserves 3. Existing: Account is not current Type 3: Planned Unit Development (PUD) Reserves • Fifteen of the 944 PUD accounts make up over 50% of total A/R • Some account holders have more than they want or can develop per Comprehensive Plan • No code allowance for relinquishment of reserves Recommendation: 1. Existing: Account is current, developer still plans to utilize reserves Nothing 2. Existing: Account is current, developer doesn't want or need all Modify code to allow reserves relinquishment with no refund 3. Existing: Account is not current Provide for 90 -day amnesty and research logistics of foreclosure 32Z 5 2,971 $322;651 $3,862,.300' 3,096 T $589,602 $8,656,416 6;067 I $912;253 �: $12,518,716 • Scenarios for Consideration 1. Existing: Account is current, developer stills plans to utilize reserves 2. Existing: Account is current, developer doesn't want or need all reserves 3. Existing: Account is not current Type 3: Planned Unit Development (PUD) Reserves • Fifteen of the 944 PUD accounts make up over 50% of total A/R • Some account holders have more than they want or can develop per Comprehensive Plan • No code allowance for relinquishment of reserves Recommendation: 1. Existing: Account is current, developer still plans to utilize reserves Nothing 2. Existing: Account is current, developer doesn't want or need all Modify code to allow reserves relinquishment with no refund 3. Existing: Account is not current Provide for 90 -day amnesty and research logistics of foreclosure 32Z 5 11/13/2018 Item 12.G.6. Recommendations: 1. Modify County Code to allow for the refund of impact fees paid, if such request is made within twenty-four months of the purchase of the ERU(s). It is recommended that this modification become effective January 1, 2019. 2. Modify County Code to allow for the relinquishment of ERUs purchased during one of the voluntary assessment programs provided that the property remains undeveloped and/or service is not available within two hundred feet of the parcel. Such relinquishment shall include a refund of any impact fees paid only if service is unavailable within 200 feet of the property. Accounts shall be brought current before allowing any such relinquishment. 3. Modify County Code to allow for the relinquishment of ERUs purchased at any time if the buildout of the property under the current comprehensive plan does not allow for utilization of all ERUs affiliated with the property. Unless the ERUs were purchased within the past twenty-four months, relinquishment shall not include a refund of impact fees. Accounts shall be brought current before allowing any such relinquishment. 4. Modify County Code to accommodate the County reclaiming any ERUs wherein twenty- four months of service availability fees are past due. 5. Modify County Code to provide a 90 -day amnesty period that also provides the property owner an opportunity to relinquish ERUs upon the account becoming current. 6. Direct staff to research the logistics of foreclosing on properties that have excessive accounts receivable balances. Questions 133 Of Ce of Attorney's Matters 1111312018 INDIAN RIVER COUNTY Dylan Reingold, County Attorney William K. DeBraal, Deputy County Attorney Kate Pingolt Cotner, Assistant County Attorney MEMORANDUM TO: Board of County Commissioners THROUGH: Roland DeBlois, Chief, Environmental Planning FROM: William K. DeBraal, Deputy County Attorney DATE: November 5, 2018 ATTORNEY SUBJECT: Second Addendum to Agreement between Indian River County and REDEVGROUP, Inc. At its meeting on June 12, 2018, the Board of County Commissioners approved an Agreement between Indian River County and REDEVGROUP, Inc. ("Agreement" attached as Exhibit 1) to allow for release of a conservation easement on Indian River Mall Lot 5 in exchange for alternative conservation land and special development restrictions on Lot 5. The subject 4.7 acre Lot 5 property is located on State Road 60 near the Mall's main entrance, west of and adjacent to the existing Wendy's Restaurant (see aerial, Exhibit 2). The Lot 5 conservation easement was originally established in 1994 as a condition of County Resolution 94-93, which serves as the Development Order (D.O.) for the Indian River Mall. The Lot 5 conservation -easement contains a clause allowing release of the easement provided alternative conservation land of equal or greater environmental value is protected to fulfill the intent of the D.O. In the June 12 exchange Agreement, two alternative conservation properties were identified: • Alternative Property 1: "The Alice Siew Property," approximately 9.17 acres (4 contiguous tax parcels) of riverfront coastal wetlands north of and adjacent to the County -owned Oyster Bar Marsh Conservation Area; or • Alternative Property 2: "The Kinner Property," approximately 10.3 acres of riverfront coastal wetlands south of Quay Dock Road, north of Spoonbill Marsh, adjacent to conservation land owned by the Indian River Land Trust (IRLT). [Note: this alternative includes payment of $291,819.00 to the County to be used for public access improvements to county -owned conservation lands.] After the June 12 agreement was approved, REDEVGROUP approached staff with a First Addendum to Amend Agreement (First Addendum, attached as Exhibit 3) that contained a third alternative proposal that the Board considered at its September 11, 2018 meeting. The third alternative was a combination of portions of both Alternative 1 (the Siew Property) and Alternative 2 (the Kinner Property). This third proposed alternative ("Option 3") was described as follows: • RevdevGroup conveyance of the +10.3 acre Kinner Property to the IRLT (Indian River Land Trust) with a conservation easement over ±8.8 acres in favor of Indian River County coveji q REDEVGROUP, Second Addendum November 5, 2018 Page 2 all but the east 150 feet of the Kinner Property, together with conveyance of ±7..87 acres of the Siew Property to the County (all but the eastern ±1.3 acres of the originally proposed Siew Property). The third alternative exchange option, which combined and protected the majority of both the Siew and Kinner properties (i.e., ±16.67 protected acres combined), provided greater ecological value than the current 4.7 acre Mall Lot 5 easement, and therefore was approved by the Board on September 11, 2018. REDEVGROUP has again approached staff and now requests a Second Addendum to Agreement (Second Addendum, attached as Exhibit 4). Shortly after the original Agreement was approved by the Board, REDEVGROUP placed a sign on Lot 5 advertising the development proposed for the property. REDEVGROUP was contacted by the owner of the Indian River Mall who claimed ownership of Lot 5 via purchase of the mall property at the recent foreclosure sale. While REDEVGROUP has title insurance from the purchase of Lot 5, it is concerned that should a dispute for title arise and REDEVGROUP would lose'title to Lot 5, the terms of the Agreement would call for REDEVGROUP to convey the Siew and Kinner parcels to the County., thus REDEVGROUP would lose Lot 5 and the money used to purchase the Siew and Kinner parcels. In the current Agreement, the County is obligated to release the conservation easement over Lot 5 at the time title to the Siew or Kinner properties are conveyed to the County. REDEVGROUP has requested that the release of the conservation easement by the County be changed until the recording of the restrictive covenants covering Lot 5 by REDEVGROUP. The restrictive covenants on the property deal with density, tree protection and location of storm ponds. The County will not let development on Lot 5 go forward until the restrictions are recorded and REDEVGROUP will still have to convey title to either the Siew and/or the Kinner parcels by the December 2018 deadline as contemplated in the original Agreement, so the County's interests are protected by this Second Addendum. REDEVGROUP feels they are protected by the Second Addendum because they are in control of when the conservation easement can be lifted — only after the recording of the restrictive covenants. So if REDEVGROUP never records the restrictive covenants_, the conservation easement remains in place and the development value of Lot 5 is significantly affected, which REDEVGROUP hopes will scare off any adverse claims of ownership. Staff has no objection to the Second Addendum to Agreement. FUNDING. There is no impact to County funds with this Second Addendum. RECOMMENDATION. Staff recommends the Board of County Commissioners approve the Second Addendum to Agreement between Indian River County and REDEVGROUP, Inc., and authorize the Chairman to execute the Second Addendum on behalf of the Board. Attachments: Agreement between Indian River County and REDEVGROUP, Inc. Aerial Photo First Addendum to Amend Agreement Second Addendum to Agreement Copy to: Roland DeBlois, Chief, Environmental Planning Stan Boling, Director, Community Development Bruce Barkett, Esq., REDEVGROUP, Inc. 330 EXHIBIT 1 AGREEMENT BETWEEN INDIAN RIVER COUNTY, FLORIDA AND REDEVGROUP, INC. THIS AGREEMENT is made and entered into this 12h day of ,7t,nP , 2018, by and between Indian River County, Florida, a political subdivision of the State of Florida, 1801 27th Street, Vero Beach, FL 32960, ("County'), and REDEVGROUP, INC., a Florida Profit Corporation, 1826 US Highway 1, Vero Beach, FL 32960 ("Developer"). WITNESSETH WHEREAS, on July .19, 1994 Indian River County issued Resolution- 94-93 ("Development Order"), approving the Indian River Mall as a Development of Regional Impact ("DRI"); and WHEREAS, one condition of the Development Order required that the developer of the DRI dedicate a Conservation Easement over approximately 4.7 acres of cabbage palm hammock within the DRI property ("Lot 5"), for protection of wildlife; protection of upland habitat; protection of hand fern; and to assist the County in its efforts to maintain State Road 60 as an attractive gateway corridor; and WHEREAS, the Conservation Easement was recorded in O.R. Book 1072, Page 2581, Public Records of Indian River County, Florida ("Conservation Easement"). WHEREAS, the factors supporting the conservation easement over Lot 5 have diminished by the passage of time as the parcel experienced a significant decrease in wildlife and upland habitat preservation, most specifrcalIy due to the disappearance of hand fern from the site. Also of significance is that Lot 5 is not accessible to the public and is currently unmaintained and unmanaged: and WHEREAS, the dedication of the conservation easement over Lot 5 specifically contemplated a future swap or trade if conditions changed by the passage of time; and WHEREAS, there are alternative sites in the County which would provide greater ecological value and greater public benefit than that which is provided by Lot 5; .and WHEREAS; County has determined that the public interest could be best served by releasing Lot 5 from the Conservation Easement and from the Development Order to permit responsible commercial development of the site, in accordance with approved development standards, in exchange for title to one of the alternative sites which would provide greater ecological value and greater public benefit to the County: and WHEREAS, County and Developer have determined that they are able to assist each other to accomplish their mutual goals, provided Developer is able to deliver to County title to one of the alternative sites, and further provided County releases Lot 5 form the Conservation Easement and from the Development Order. RedevGruup/IRC Agreement 331 NOW, THEREFORE, for in consideration of the mutual promises and covenants contained herein, the sufficiency of which is hereby acknowledged, County and Developer hereby agree as follows: 1. The foregoing recitals are incorporated as if fully restated herein. 2. On or before December 20, 2018, Developer shall cause to be conveyed to the County title to one of the following described properties; free and clear of all liens, save property taxes and assessments which are not due: Property 1: "The Alice Siew Property", See Exhibit "A", attached hereto and made a part hereof Property 2.: "The Kinner Property", See Exhibit "B", attached and made a part hereof, together with $291,819.00. Developer shall pay documentary stamps on the conveyance, and property taxes shall be pro -rated to the date of closing. County may elect to purchase title insurance at its own cost and expense. 3. Simultaneously with delivery of title of one of the above-described properties by Developer, County shall release Lot 5 from the Development Order and from the Conservation Easement, by execution of a document which shall be recorded in the Public Records of Indian River County, Florida. 4. Also simultaneously, Developer shall record a Declaration of Restrictive Covenants which will restrict the development of Lot 5 with the following standards: a. The combined pervious and storm water areas are not to be less than 44% of the total property area. No building or pavement shall be constructed within the southern most 75' of property (this area shall be used for landscaping, water retention and signage). b. A minimum of six (6) specimen trees shall be preserved. c. No single building footprint shall exceed 7,200 square feet, and onsite buildings shall be separated by a minimum of 50 feet. d. State Road 60 criteria, parking, setbacks and buffers shall apply per code. 5. Attached hereto as Exhibit "C" is an example of a site plan which complies with the covenants described above. RedevGroup/IRC Agreement 332 b. Developer acknowledges that in addition to` the restrictions described above, all other provisions of the Indian River County Land Development Regulations applicable to site plan approval for Lot 5 shall apply. 7. This Agreement is contingent upon Developer's ability to deliver to County good and marketable title to either Property A or Property B (together with $291,819.00) on or before the date specified, failure of which shall operate as a termination of this Agreement (unless modified in writing by the parties), releasing each party from all obligations hereunder. In the event of any litigation arising out of this Agreement, the prevailing party shall recover attorney's fees and costs from the non -prevailing party. 9.. This Agreement and all matters arising hereunder shall be governed by and construed in accordance with the laws of the State of Florida. Venue hereunder shall lie in Indian River County; Florida. Time shall be of the essence. 10. This Agreement shall be deemed prepared jointly by each of the parties hereto and shall be construed on parity as between the parties. There shall be no canon of construction for or against any party by reason of the physical preparation of this Agreement. 11. Whenever the singular number is used in this Agreement and when required by the context; the same shall include the plural; and the masculine, feminine, and neuter genders shall each include the others. 12. The County and the Developer shall grant such further assurances and provide such additional documents as may be reasonably required by one another from time to time, and cooperate fully with one another in order to carry out the terms and conditions hereof and comply with the express intention of this Agreement. 13. Failure to insist upon strict compliance with any of the terms, covenants, or conditions herein shall not be deemed a waiver of such terms, covenants,. or conditions, nor shall any waiver or relinquishment of any right or power hereunder at any one time or times be deemed a waiver or relinquishment of such right or power at any other time or times. 14. All words, terms, and conditions contained herein are to be read in concert each and with the other, and a provision contained under one paragraph may be considered to be equally applicable under another in the interpretation of this Agreement. 15. In the event any term, condition, or clause of this Agreement is declared to be illegal or unenforceable by a court of competent jurisdiction; such declaration 3 RedevGroup/(RC Agreement 333 of illegality or unenforceability shall not affect or alter the legality or enforceability of any remaining term, condition; or clause hereof, provided same does not frustrate the intention of the parties, as. set forth in this Agreement. REDEVGROUP, INC., a Florida Profit Corporation B t�'Bnnt N me: Its: R/•'fr,C/"'7 � r w� 1 WITNESS: WITNESS: (Corporate seal is acre able in place of witnesses) RedevGroupl112C Agreement r co,ir�; BOARD OF COUNTY COMMISIOMg-H••••••:..j.,%u�.` INDIAN RIVER COUNTY. FLORi'�•�A'-',�! By: Print Name: Its: Chairman BCC Approved: June 12, 2018 Jeffrey R, Smith, Clerk of Court ByAttelt �fa_ wj6adu W 4 41A Aula Deputy Clerk . 1W Name &-.""4 (Approved as to Form and Legal Sufficiency) 334 Exhibit "A" Parcel 1: Government Lot 4, Section 27, Township 33 South, Range 40 East, less the North 1,100 feet, less road right of way, and less and except that portion for Genesea Subdivision,: recorded in Plat Book 11, Page 7, and less that portion for Oyster Bay. Subdivision, recorded in. Plat Book 12, page 96, both of the Public Records of Indian River County, Florida. Parcel 2: Government Lot 4, Section 28, Township 33 South, Range 40 East, less and except the North 1,100 feet thereof, lying and being in Indian River County, Florida. Parcel 3: The South 220 feet of the North 1,100 feet of Government Lot 4, Section 28, Township 33 South, Range 40 East, lying and being in Indian River County, Florida. Parcel 4: The South l 10 feet of the North 880 feet of Government Lot 4, Section 28, Township 33 South, Range 40 East, lying and being in Indian River County, Florida. TOGETHER WITH an easement of ingress and egress for access over, across and through all of the streets, roadways and river crossovers forming pan of the common areas of Oyster Bay Subdivision, as referenced in the Declaration of Restrictions for Oyster Bay Subdivision, recorded in Official Records Book 828, page 1165, of the Public Records of Indian River County, Florida. 335 Exhibit "B" From the Southwest corner of Government Lot 3, Section 11, Township 32 South, Range 39 East,: Indian River County, Florida, run Northerly along the West boundary .line of said Government Lot 3, a distance of 150.27 feet to a concrete monument, which said monument is the point of : beginning; thence run Easterly and parallel to the South boundary line of Government Lot 3, a distance of 1,I70,04 feet, more or less, to the Indian River; thence meandering northwesterly along the Indian River, a distance of 490 feet, more or less, to a point,. which said .point is at the end of a line parallel to the South boundary line and 582.27 feet north of the South boundary line of Government Lot 3; thence run Westerly and parallel to the South . boundary line of Government Lot 3, a distance of 908.61 feet, more or less, to a cast iron pipe located on the West boundary line of Government Lot 3; thence run South and along the West boundary line of Government Lot 3, a distance of 432 feet to a concrete monument which is the point of beginning, containing 10.30 acres, more or less, together with riparian rights thereunto 336 Exhibit "C" s „ AccEss DRIVE g I � a 0 I �iun 1 "I li 1 0111 10111G 1� r �l to I p I pp i �1 o ol ,f a ax t y pen C i INDIAN RIVER MALL 4 ACICESSORIVE ai 4 ' S S �� „n=>o„ �n•,v.•3 Kimle »>Horn LOT 5 SITE PLAN- wi ,55553 •.wo�a �r�, wa aoayo�,mo n uw ,w F~ 1T .n.r1-•�xh t0, VaG[Oeuy VOA?, .iK4 CON:Tr fl RMIO t VA nr EXHIBIT 2 f� ❑ �il'�-.�T'-m. +f�41 �^`� �.� P.�'M `1 'S r^�1ryI�11 Y. {f �,7 .� -F •�� ( G U�,: � . I r - i 62ND DRL �J R+, `3 r r ` �i+, r1J. f �a1 � ' >. 'C��. r"• : :=,fin ....Y'�.` • �'R ,�� � i .. i# 1 IFLiQRi1�LTfv'(o'2.uDrP1�' I { lie I;` Z # 'i tv .� f � t z � . ,fir• '"S �r - � - vhf '4'C! .q'x .. 5,4 X rte" r� cYILI � J/ +,� .. � � ..: ?,� . �;,� ,�•� � 4. !`i WEDUENP,lu LT la _l,.�C.• •. y� trJ � e All,f Ju � �'=r. • � ., ��t. A -o f b J t 1` S r a � Q 0 11 I EXHIBIT 3 FIRST ADDENDUM TO AMEND AGREEMENT BETWEEN INDIAN RIVER COUNTY, FLORIDA AND REDEVGROUP, INC. THIS FIRST ADDENDUM is made and entered into this 11 day of. , = tMh,. 2018, by and between Indian River County, Florida, a political subdivision of. the State of Florida, 1801 27th Street, Vero Beach; FL 32960, {'CounWj, and REDEVGROUP, INC., a Florida Profit Corporation,1826 US Highway 1, Vero Beach, FL 32960 ("Developer'. WITNESSETH WHEREAS, County and Developer entered into an Agreement dated June 12, 2018, ("Agreement"), and WHEREAS, County and Developer desire to amend the Agreement as described herein; NOW, THEREFORE, for in consideration of the mutual promises and covenants contained herein, the sufficiency of which is hereby acknowledged, County and Developer hereby agree as follows: 1. The foregoing recitals are incorporated as if fully restated herein. 2. Section 2 of. the Agreement is hereby amended to read in its entirety: On or before December 20, 2018, Developer shall cause to be conveyed to the County title to one of the following described properties; free and clear of all liens, save property taxes and assessments which are not due: Option 1: "The Alice Siew Property", See Exhibit "A", attached hereto and made a part hereof Option 2: "The Kinner Property", See Exhibit "B" attached hereto and made a part hereof, together with $291,819.00. Option 3: That portion of the Alice Siew Property shown and described on Exhibit "C-1" attached hereto and made a part hereof. Simultaneously, Developer shall convey to the Indian River Land Trust the Rinner Property described above, subject to a conservation easement in favor of Indian River County over the western portion of the Kinner Property; as shown on Exhibit "C-2". 3. Except as amended or restated by this Addendum, the Agreement and all of its terms and conditions remains in full force and effect. 339 REDEVGROUP, INC., BOARD OF COUNTY COMIv1�igIONI a Florida Profit Corporation INDIAN RIVER COUNTY, F4-, RUT By: By: Prate ame: Ca Print Name. Peter Its: Its: Chairman BCC Approved: SF+ni-mber 11. 2018 - Jeffrey R. Smith, Clerk of Court WITNESS Attest: and By. at; Deputy Clerk WITNESS: (Corporate seal is acceptable in place of witnesses) Name: /� +i (Approved as to Form and Legal Sufficiency) 340 Exhibit "A" Parcel 1: Government Lot 4, Section 27, Township 33 South, Range 40 East, less the North 1,100 feet; .less road right of way, and less and except that portion for Genesea Subdivision, recorded in Plat Book 11, Page 7, and less that portion for Oyster Bay Subdivision, recorded in Plat Book 12, page 96, both of the Public Records of Indian River County, Florida. Parcel 2: Government Lot 4, Section 28, Township 33 South, Range 40 East, less and except the North 1,100 feet thereof, lying and being in Indian River County, Florida. Parcel 3: The South 220 feet of the North 1,100 feet of Government Lot 4, Section 28, Township 33 South, Range. 40 East, lying and being in Indian River County, Florida. Parcel 4: The South 110 feet of the North 880 feet of Government Lot 4, Section 28, Township 33 South, Range 40 East, lying and being in IndianRiver County, Florida. TOGETHER WITH an easement of ingress and egress for access over, across and through all of the streets, roadways and river crossovers forming part of the common areas of Oyster Bay Subdivision, as referenced in the Declaration of Restrictions for Oyster Bay Subdivision, recorded in Official Records Book 828, page 1165, of the Public Records of Indian River County, Florida. 341 Exhibit "B" From the Southwest comer of Government Lot 3, Section 11, Township 32 South, Range 39 East, Indian River County, Florida, run Northerly along the West boundary. line of said Government Lot 3, a distance of 150.27 feet to a concrete monument, which said monument is the point of beginning; thence run Easterly and parallel to the South boundary line of Government Lot 3, a distance of 1,170,04 feet, more. or less, to the Indian. River; thence meandering northwesterly along the Indian River, a distance of 490 feet, more or less,.to a point; which said point is at the. end of a line parallel to the South boundary line and 582.27 feet north of the South boundary line of Government Lot 3; thence run Westerly and parallel to the South boundary line of Government Lot 3, a distance of 908.61 feet, more or less, to a cast iron pipe located on the West boundary line of Government Lot 3; thence run South and along the West boundary line of Government Lot 3, a distance of 432 feet to a concrete monument which is the point of beginning, containing 10.30 acres, more or less, together with, riparian rights thereunto appertaining, or littoral rights thereto. 342 }ƒ# § ��e V/:2 \•� k��\ � � z. � EXHIBIT 4 SECOND ADDENDUM TO AGREEMENT BETWEEN INDIAN RIVER COUNTY, FLORIDA AND REDEVGROUP, INC. THIS SECOND ADDENDUM is made and entered into _this day of , 2018, by and between Indian River County, Florida, a political subdivision of the State of Florida, 1801 27th Street, Vero Beach, FL 32960, ("County"), and REDEVGROUP, INC., a Florida Profit Corporation, 1826 US Highway 1, Vero Beach, FL 32960 ("Developer"). WITNESSETH WHEREAS, County and Developer entered into an Agreement dated June 12, 2018, ("Agreement"), which Agreement was amended by that First Addendum thereto dated September 11, 2018(" First Addendum"), and WHEREAS, County and Developer desire to further amend the Agreement as described herein; NOW, THEREFORE, for in consideration of the mutual promises and covenants contained- herein, the sufficiency of which is hereby acknowledged, County and Developer hereby agree as follows: 1. The foregoing recitals are incorporated as if fully restated herein. 2. Section 3 of the Agreement is hereby deleted and replaced with the following Section 3: Section 3: Provided Developer has delivered to County Fee Simple title to one of the properties described above, and has recorded the Declaration of Covenants described in Section 4 below, upon request by Developer (or a related entity owned and controlled by the same principal owners of Developer), County shall release Lot 5 from the Development Order and from the Conservation Easement by execution of a document ("Release"), which shall be recorded in the public records of Indian River County,' Florida. In recognition of and consideration for the time, effort, and expense of Developer to satisfy the requirements of Section 2 above, thereby resulting in the public benefits to be derived therefrom, County shall not, for a period of 20 years, release Lot 5 from the Development Order or from the Conservation Easement except upon request of Developer or a related entity, as described above. 3. Section 4 of the Agreement is hereby amended to read as follows: Section 4: Simultaneously with the recording of the Release described in Section 3 above; Developer shall record a Declaration of Restrictive 345 Covenants which will restrict the development of Lot 5 with the following standards: a. The combined pervious and stormwater areas are not to be less than 44% of the total property area. No building or pavement shall be constructed within the southern most 75' of property (this area shall be used for landscaping, water retention and signage). b. A minimum of six (6) specimen trees shall be preserved. C. No single building footprint shall exceed 7,200 square feet, and onsite buildings shall be separated by a minimum of 50 feet. d. State Road 60 criteria, parking, setbacks and buffers shall apply per code. 4. Except as amended or restated by this Addendum, the Agreement and all of its terms and conditions remains in full force and effect. REDEVGROUP, INC., a Florida Profit Corporation By: Print Name: Its: WITNESS: WITNESS: (Corporate seal is acceptable in place of witnesses) . 2 BOARD OF COUNTY COMMISIONERS INDIAN RIVER COUNTY, FLORIDA By: Print Name: Its: BCC Approved: Attest: By: _ Name: _ (Appro ed as to Form and Legal Sufficiency) 346 TO DATE: SUBJECT: November 13, 2018 ITEM 14.E.1 INDIAN RIVER COUNTY BOARD OF COUNTY COMMISSIONERS INTER -OFFICE MEMORANDUM Members of the Board of County Commissioners November 6, 2018 Waive Impact Fees FROM: Tim Zorc Commissioner, District 3 I kindly request discussion of the possibility of modifying Indian River County Ordinance 2014-016 IMPACT FEES, Section 1000.07, or creating a special exemption for waiving impact fees not collected by Indian River County for change of use or site plan applications, originating in Indian River County and were approved more than six (6) years ago. 347 Previous Uses and Actions at 1728 and 1730 240 Street City of Vero Beach 1. Prior to 1995; four homes total existed on both adjacent parcels. Per old survey of the property, 3 single family homes of less than 1500 s.f. each and one single family home of more than 2500 s.f. were located on these 2 parcels. 2. 1995: change of use to 19 bed ALF (Minor Change Application #95 -MC -161 approved by the City). 2 single family homes remained on the site. In 1995, the property was purchased by Elderly Loving Care, Inc.). For that change of use no concurrency review was required since change of use reduced the intensity. 3. 2002: Building on the west side of the site was changed from ALF to daycare (site pian #02 -SP -10640 approved by the City). City did not require concurrency for or impact fee review regarding change of use, although the change did increase development intensity. 4. 2004: Change of use approved by City for building on east side of the site "to change to day care (Minor Change Application #04 -MC -037 approved by the City, total daycare. buildings 6,461 s.f.). City did not require concurrency for or impact fee review regarding change of use, although the change did increase development intensity. 5. 2008: Change of Ownership. Daycare purchased by Lisden Enterprises, Inc. (Oxford Academy) to continue to operate daycare. 6. 2018: Owner (Linden Enterprises) applied for a building permit for a deck for daycare at 1728 24u' Street. County staff noticed that for previous change of use from single family homes and ALF to Daycare no impact fees were paid. Staff requested and the current owner applied for a City of Vero Beath Concurrency Determ inatiort Application (project #95120077). 7. 2.018: County staff coordinated with owner and city staff several times, determined "best case" impact fee credit (4 single family homes), and determined impact fees were reduced but still owed for child care change of use (fee calculation breakdown attached). Attachment: 11. Application Request Payment Slip k\Community Development\Users\ViCKIE\SA5AN\oxford Academy Previous Use Memo.docx 348 - CODE OF ORDINANCES Title X. - IMPACT FEES CHAPTER 1000. PURPOSE AND INTENT (4) No.permit or initial concurrency certificate for the set up of a new mobile home requiring payment of impact fees pursuant to this title shall be issued unless and until all impact fees required by this title have been paid. itis t)_i i., t` i=y i ifii t'r. Section 1000.07. Exemptions and credits. (1) Exemptions. The following activities shall be exempted from payment of impact fees levied under this title: (A) Alteration or expansion of an existing building where no additional units are created, where no additional square footage of building is created, sr where the use is not changed or where it is determined by the Community Development Director that improvement of a structure in existence prior to the adoption of impact fees (March 1, 1986) will not result in a measurable increase in traffic impacts. (B) The construction of accessory buildings or structures where no additional units are created. (C) The replacement of an existing residential .unit with a new unit of the same type, same square footage and same use. (D) The replacement of a nonresidential building or structure with a new building or structure of the same size and same use. (E) Changes in the use of an existing non-residential building or structure previdedth&eprovided there is no expansion of the existing building or structure and the change results in a-re"Gti©n no increase in the intensity of use. (F) The expansion of a single family residential unit where the expansion would not result in the unit's new total square footage changing the unit's impact fee category from a lower fee category to _a higher fee category. An exemption must be claimed by the feepayer at the time of the issuance of a building permit or mobile home permit or initial concurrency certificate. Any exemption not so claimed shall be deemed. to be waived by the, feepayer. (2) Credits. No credit shall be given for site -related improvements. Section 1000.08. Computation. (1) The amount of the fees imposed by this title shall be determined by the fee schedule attached as Appendix A to. this title and incorporated by reference herein, or the manner set forth in subsection 1000.08(3). (2) If a building permit or on initial concurrency certificate application is submitted for a type of development activity which is not specified on the fee schedule attached as Appendix A, the county administrator or his designee shall use the fee applicable to the most nearly comparable type of land use on the fee schedule. In the case of a change in land use, the impact fee shall be based upon the net increase in the impact .fee for the new use as compared to the previous use. No refunds shall be issued for a change in land use that results in a decrease in impact fees; however, any impact fee Updates are shown with stere th S and underlines. Strike -through wording will be deleted from the ordinance, underlined wording will be added, Indian River County, Florida, Code of Ordinances Page 6 349 INDIAN RIVER COUNTY BOARD OF COUNTY COMMISSION REQUEST TO BE SCHEDULED FOR PUBLIC DISCUSSION Any organization or individual wishing to address the Board of County Commission shall complete this form and submit it to the Indian River County Administrator's Office. PUBLIC DISCUSSION INFORMATION Indian River County Code Section 102.04(10)(b): as a general rule, public discussion items should be limited to matters on which the commissiori'may take action Indian River County Code Section 102.07(2): limit remarks to three minutes unless additional time is granted by the commission NAME OF INDIVIDUAL OR ORGANIZATION: . m ADDRESS: �'�3v 'aL� " �� _ PHONE: -j-la . ►.kcbS, 5--jGUS 3aq�v SUBJECT MATTER FOR DISCUSSION: IS A DIGITAL/ELECTRONIC PRESENTATION PLANNED? � YES F-1 NO IS THIS AN APPEAL OF A DECISION [��rVES ❑ NO WHAT RESOLUTION ARE YOU REQUESTING OF THE COMMISSION? \'c7 1_�CX: VQ_ a_L�_rfcrt-A V,TYN I'M C� Vp_� ARE PUBLIC FUNDS OR ACTIVITIES REQUIRED? ❑ YES [ONO WHAT FUNDS OR ACTIVITIES ARE REQUIRED TO MEET THIS REQUEST?��V��('�(�2�1� CY1� Transmitted to Administrator Via: Interactive Web Form E -Mail Hand Delivered Phone COUNTY ADMINISTRATOR: Jason E. Brown MEETING DATE: FACounty Admin\ExecAsst\AGENDA\Public Discussion Items Form.doc 3il - tA Additional Backup 11.13.1.8 Agenda item 14.E.1 From; Martha Eskuchen S!jbject: Re: Impact fees Dale: May 30, 2018 at 4:27:47 PM To: kgilbertschool@aol.com Hello Kim - As I mentioned in my initial response, this is a zoning issue that is not covered by Title Insurance. The county has been aware of the use as a school since prior to 2005. I have attached the records we have showing the zoning letter obtained from the City in 2oo8. We initially contacted the County but they referred us to the City for the zoning letter. It looks like the zoning letter in 2004 was a conditional use and required a building permit to be issued in 18 months which I assume was not done. I recommend you contact an attorney in your area who handles zoning issues. There may be some argument to be made that the use should be considered grandfathered or at least any penalties for the intervening years should be waived. Martha PLEASE REPLY TO ALL WHEN APPLICABLE. THANK YOU. Martha Martha S. Eskuchen, Esq. 4442 Lafayette St. Mafianna,_FL 32446 Phone: 850-52675004 fax: 850-526-5008 e-mail: mselaw _gmail.com Oceanside Title, Inc. www.gceansidetitle.net Phone 850-526-1005 e-mail: assistantoceansidegmail.com TITLE COMPANY: W , � OCEANSIDE TITLE, INC. Martha S. Eskuchen, Esq., President ' easailt M3EL.AVi►(a3�mail,00m confit Bra% Tina 1740 SW St Lucia tat Blvd, Ste 131 Heather Eskuchea, Clerk Assistant Pam St Lucie, FL 86 4442 Lafayatoe St TalaghamA (?72) 3285 Agsnarma, FL 32446 Fm mita (772) 220. 286 Telepham (850) 526-1005 Ibll free 1(888) 215-4632 Facsimile (850) 526-5008 Reply tot 1tddAMI A July 30, 2008 t StamBolhng, Plaxin f Di w*w Indian Rim Courcy Tanning Depuibnatrt 180127th Street Vora Sea* FL 32960 Our FI6a: 607-01 Mducation, baAlsdca Mises, Ina Wepeuty AddraG: 1728 & 1730 241h Street,'Vero Beach, Flodk 32960 Dear Mr. Bolling: � If you would plain *w the enclosed letter (one I= equivalamt C3om4iian ee ItUct) sib by fba Zoning Cnutpllaace qm= for the abow so ced prop"- I have also cnc1osed m dbWk hone $50.00 and a ic;tw a PW Ex Jebel to raturu the azmv*d letW to = of if you would please faus a copy of the 1 m soon as available. If you have aM quastions, plame don t hedu t° to call. Tbmk you. . Yery Tinily Yam" I MWob F�1 P'L' •fir . � � 1 - ,;./�•: "'hid ,F, k 1.r12 Scanned with CamScanner i J AppElcation Request Payment go' CDPR5020 - Application Request Payment Slip PAYMENT SLIP NBR: AR -81861 REQUEST # APP. REQUEST TYPE REQUEST STATUS 81861 VBIF - CONCURRENCY, VERO BEACH INITIAL/FINAL COMBO PENDING PROJECT # PROJCT NAME PROJECT STATUS 95120077 OXFORD ACADEMY PRESCHOOL FKA HELPING ANGELS ACTIVE APPLICANT OWNER KIM GILBERT KIDUCATION INC 1730 24TH ST 1730 24TH ST VERO BEACH, FL 32960 VERO BEACH, FL 329W FEE CODE DESCRIPTION GLACCOUNT USER WAIVED AMOUNT DUE PBIFvB-C PUBLIC BLDG IF V8 - COM 103032-324721-71052 PL401 N $717.17 ADIFvB-C ADM IF VB - COMMERCIAL 103032-324722-71052 PL401 N $749.48 FEmm-C FIREIEMS IF VB - COMMERCIAL 103032-324123-71052 PL401 N $1,156.52 TF106-C TIF DISTRICT 2 VB - COMMERCIAL 102032-324320-65222 PL401 N $23,143.30 TF106-R TIF DISTRICT 2 VB -RESIDENTIAL 102032-324310-65222 PL401 N $-15,222.00 SIFVB-R SCHOOL IF VB - RESIDENTAIL 103-202103.52 PL401 N $0.00 PBIFVB-R PUBLIC BLDG IF VB - RES 103032-324711-71052 PL401 N $-717.17 FEIFvB-R FIRE/EMS IF VB - RESIDENTIAL 103032-324113-71052 PL401 N $-1,156.52 ADIFVB-R ADM IF VB - RESIDENTIAL 103032-324712-71052 PL401 N $-740.00 TOTAL DUE: $7,930.78 Utility capacity charges are NOT included in the total due. Please contact the Utility Department for Utility Fees. Indian River County CD -Plus for Windows 2000/XPMsta - Printed on: 9/21/2018 10:35:03AIA Page 1 of 1 k Additional Backup 11.13.18. Agenda Item 14.E.1 From: Martha Eskuchen Subject: Re: Impact fees Date: May 30, 2018 at 4:27:47 PM To: kgilbertschool@aol.com Hello Kim - As I mentioned in my initial response, this is a zoning issue that is not covered by Title Insurance. The county has been aware of the use as a school since prior to 2005. I have attached the records we have showing the zoning letter obtained from the City in 2oo8. We initially contacted the County but they referred us to the City for the zoning letter. It looks like the zoning letter in 2004 was a conditional use and required a building permit to be issued in 18 months which I assume was not done. I recommend you contact an attorney in your area who handles zoning issues. There may be some argument to be made that the use should be considered grandfathered or at least any penalties for the intervening years should be waived. Martha PLEASE REPLY TO ALL WHEN APPLICABLE. THANK YOU. Martha Martha S. Eskuchen, Esq. 4.442 Lafayette St. Marianna,_, FL 32446 phone: 850.-526-50.04 fax: 850-526-5008 e-mail: mselaw _gmail.corn Oceanside Title, Inc. www.oceansidetitle.net phone 850-526-1005 e-mail: assistantoceanside(a-)gmail.com TITLE COMPANY: OCiEiA aSME J.11'jrE, INC. Martha S. Eskuchem Esq., President ensaill MMUAW@gma.com gm a.com Canine Bm L Tina 1740 SW St Lucie est Blvd, Ste 131 Heather Fskuahea, Clerk Assistant Peo:t St Lucie, FL 86 4442 Led'spt toe St Uephomo (M)785 Marianne, FL 32446 Facsimile CM) 220- 286 Telephom (859) 524-1005ThU free 1(888) 215-4G32 Facsimile (950) 526-5008 Reply to: ARLUtlaIA T* 30, 2008 ! stea Bollin7reLd imcmTndian Rivy lanaingDepart ramt 180127thVero Ba c9 Dor Pile: 607-011iduca ion, IzhaAbdca &ftWdm% hm Propeatq Address: X728 & 1730 241h Strecs Vora Bow% Florida 32960 Dear Mr. Bolling: j Tf you would please i}{ava the enclosed latter (or ym equivalent Compliance letter) dgmd byte Zoning Compliaace gfflw lar tree abovc reftmcrd pwporty. I have also eaalosod a cls fu $50.00 and a rdwn Pled Bu label to ref= the add lett to vo r offfm Nyou would h�esitata faw a copy of the l r m tem as available Tf you have mW quwdos+s, please to call. Teakyou. . Veal Truly Yount ! Scanned with CarnScanner 7 ' Application Request Payment 301p CDPR5020-Application Request Payment Slip PAYMENT SLIP NBR: AR -81861 REQUEST # APP. REQUEST TYPE REQUEST STATUS 81861 VBIF - CONCURRENCY, VERO BEACH INITIAL/FINAL COMBO PENDING PROJECT # PROJCT NAME PROJECT STATUS 95120077 OXFORD ACADEMY PRESCHOOL FKA HELPING ANGELS ACTIVE APPLICANT �F R KIM GILBERT KIDUCATION INC 1730 24TH ST 1730 24TH ST VERO BEACH, FL 32960 VERO BEACH, FL 329W FEE CODE DESCRIPTION GL ACCOUNT USER WAIVED AMOUNT DUE PBIFVB-C PUBLIC BLDG IF VB - COM 103032-324721-71052 PL401 N $717.17 ADiFvB-c ADM IF VB - COMMERCIAL 103032-324722-71052 PL401 N $749.48 FEiFvB-c FIRE/EMS IF VB - COMMERCIAL 103032-324123-71052 PL401 N $1,156.52 TF106-C TIF DISTRICT 2 VB - COMMERCIAL 102032-324320-65222 PL401 N $23,143.30 TF106-R TIF DISTRICT 2 VB -RESIDENTIAL 102032-324310-65222 PL401 N $-15,222.00 SIM -R SCHOOL IF VB - RESIDENTAIL 103-202103.52 PL401 N $0.00 PBIFVB-R PUBLIC BLDG IF VB - RES 103032-324711-71052 PL401 N $-717.17 FEIFVB-R FIRE/EMS IF VB - RESIDENTIAL 103032-324113-71052 PL401 N $-1,156.52 ADIFVB-R ADM IF VB - RESIDENTIAL 103032-324712-71052 PL401 N $-740.00 TOTAL DUE: $7,930.78 Utility capacity charges are NOT included in the total due. Please contact the Utility Department for Utility Fees. Indian River County CD -Plus for Windows 2000/XPMsta Printed on: 9/21/2018 10:35:03kIA Page 1 0.11 A Additional Backup 11.13.18 Agenda Item 14.E.1 From: Martha Eskuchen Subiect: Re: Impact fees Da! e: May 30, 2018 at 4:27:47 PM To: kgilbertschool@aol.com Hello Kim - As I mentioned in my initial response, this is a zoning issue that is not covered by Title Insurance. The county has been aware of the use as a school since prior to 2005. I have attached the records we have showing the zoning letter obtained from the City in 2oo8. We initially contacted the County but they referred us to the City for the zoning letter. It looks like the zoning letter in 2004 was a conditional use and required a building permit to be issued in 18 months which I assume was not done. I recommend you contact an attorney in your area who handles zoning issues. There may be some argument to be made that the use should be considered grandfathered or at least any penalties for the intervening years should be waived. Martha PLEASE REPLY TO ALL WHEN APPLICABLE. THANK YOU. Martha Martha S. Eskuchen, Esq. 4442 Lafayette St. Maranna,,.F.L 32446 phone: 8507526-5004 fax: 850-526-5008 e-mail: mselaw _gmail.com Oceanside Title, Inc. www oceansidetitle net Phone 850-526-1005 e-mail: assistantoceanside(@gmaii.com TITLE COMPANY: OCEANSIDE TITLE, INC. Martha S. Eskuchen, Esq., President ' osasilr iV13ELAW®�nail,com Connie: Bred, Tido 1740 SW StLudo eat Blvd, Sta 131 Heather Fskuchrn, Clerk Assistant Port St Lucio, FL 86 4442 La&yctts St Tead%*CW CM) 285 Marian, PL 32446 Fhadmile {)720286 Telepham (850) 526-1005 Toll fres 1(880 215-4G32 FwdmUe (8S0) 526-5008 Reply to: hURLAWMA J* 30, 2008 1 Stan. Bo»fim&P iDixector Indian Rivrar County a=fn9Dapmt=zrt 1901 27d Stred Vow Bea* PL 32960 Our Ffle: 807-01 Klducatlon, bm isdca pdn4 Ina Pk peaty Addtrasa: 1725 & 1730 241h gfta , Vero BmA Flodda 32960 Dear Mr. Boubs: Ifyou would gleam i}�avo the euclosmd letter (or Yom tq dvalent compuam l ) dpzd by tbo Zoning Cu�pliaaco Qfficet for tho above aof ced pmparty. I have also esalosod a ch* ft $50.00 and a roM Piet B� labol to mmm the WMeu%d Ie4K to oar offing. Ifyvn would ploasa fax us a copy of rho 1 as soon as availablo. If you bm aw questions, please don t hoaitato to call. Thank you. , VMYTI uty'Yoms, Ar Mob Bial Scanned with CamScanner as rj Application. Request Payment Sloop CpPR5020-Application Request Payment Slip PAYMENT SLIP NSR: AR -81861 REQUEST # APP. REQUEST TYPE REQUEST STATUS 81861 VBIF - CONCURRENCY, VERO BEACH INITIAL/FINAL COMBO PENDING PROJECT # PROJCT NAME PROJECT STATUS 95120077 OXFORD ACADEMY PRESCHOOL FKA HELPING ANGELS ACTIVE APPLICANT QWb!gR KIM GIL65RT KIDUCATION INC 1730 24TH 5T 1730 24TH ST VERO BEACH, FL 32980 VERO BEACH, FL 329W FEE .CODE DESCRIPTION GL ACCOUNT USER WAIVED AMOUNT DUE PBIFvB-c PUBLIC BLDG IF VB - COM 103032-324721-71052 PL401 N $717.17 ADiFvB-c ADM IF VB - COMMERCIAL 103032-324722-71052 PL401 N $749.48 FEIFVB-c FIREIEMS IF VB - COMMERCIAL 103032-324123-71052 PL401 N $1,156.52 TF106-C TIF DISTRICT VB - COMMERCIAL 102032-324320-65222 PL401 N $23,143.30 TF106-R TIF DISTRICT 2 VB -RESIDENTIAL 102032-324310-65222 PL401 N $-15,222.00 SIFVB-R SCHOOL IF VB - RESIDENTAIL 103-202103.52 PL401 N $0.00 PBIFVB-R PUBLIC BLDG IF VS - RES 103032-324711-71052 PL401 N $-717.17 FEIFVB-R FIRE/EMS IF VB - RESIDENTIAL 103032-324113-71052 PL401 N $-1,156.52 ADIFVB-R ADM IF VB - RESIDENTIAL 103032-324712-71052 PL401 N $-740.00 TOTAL DUE: $7,930.78 Utility capacity charges are NOT included in the total due. Please contact the Utility Department for Utility Fees. Indian River County CD -Plus for Windows 2000/XPMsta Printed on: 9/21/2018 10:35:03APA Page 1 of 1 24 1 Additional Backup .11.13.18 Agenda Item +14.E.1 Fmm.- Martha Eskuchen-- Subject. Re: Impact fees Date: May 30, 2018 at 4:27:47 PM Tc: kgilbertschool@aol.com Hello Kim - As I mentioned in my initial response, this is a zoning issue that is not covered by Title Insurance. The county has been aware of the use as a school since prior to 2005. I have attached the records we have showing the zoning letter obtained from the City in 2oo8. We initially contacted the County but they referred us to the City for the toning letter. It looks like the zoning letter in 2004 was a conditional use and required a building permit to be issued in 18 months which I assume was not done. I recommend you contact an attorney in your area who handles zoning issues. There may be some argument to be made that the use should be considered grandfathered or at least any penalties for the intervening years should be waived. Martha PLEASE REPLY TO ALL WHEN APPLICABLE. THANK YOU. Martha Martha S. Eskuchen, Esq. 4442 Lafayette St. Mariar na,.FL. 32446 phone: 8507.5267-5004 fax: 8507_526-500.8 e-mail: mselaw _gmail.com Oceanside Title, Inc. www.Qceansidetitle.net Phone 850-5.26-1005 e-mail: assistantQceanside@gmail.com TITLE COMPANY: OCEANSIDE TITLE, INC. Martha S. Eskuchen, Esq., President enWh MMU AW@VmaO,com Connie Breel, Tine 1740 SW StLie eat Blvd, Ste 131 Part St Lucio, FL 86 Uephoare CM) 3285 FaOSimitoCM) 220. 2866 Zoll free 1(888) 2154632 Heather &hmhcn, Cleric Assistant 4442 l.aigvft St Marianas, FL 32446 Telephone (850) 526-1005 Fame (850) 526-5008 Reply tot MARS Inr y 30, 2008 ! Stan Bolling, Pla g DhwAox Indian Rim Ootmtyfanning Dapartm®ut 180127th Std Vero Bcac�; PML 329 Ota Fite: iO7-01$kPucation, lnal bdca Entery isM Ino. Picputy A:ddrws: 1728 & 1730 241h Street, Veto Bemab, Mmida 32960 Dear Mr. Bolling: j If you would plum i 9m eaclosed lease (or yams cuivalent Complimm 1eaM) dptd by tt zoning Coaopliaace=1abet far tbm aWva sef red pmptdY. I bm also emalosad a cls f r $50.00 and a return to comm the cmeuted latter to ow off. Ifyou wed ply fax us a copy of tb e 1 as soon as available. If you have ark► questions, please doe t hedttats to gall. Thank you. . Veq Tr* Youm ? R�iSF3icb Pial jj L1 �I 11D F 4 � ..'45111 Scanned with CamScanner ApplIcation Request Payment Slip CDP-5020 - Application Request Payment Slip PAYMENT SLIP NBR: AR -81861 REQUEST # APP. REQUEST TYPE REQUEST STATUS 81861 VBIF - CONCURRENCY, VERO BEACH INITIAL/FINAL COMBO PENDING PROJECT # PROJCT NAME PROJECT STATUS 95120077 OXFORD ACADEMY PRESCHOOL FKA HELPING ANGELS ACTIVE APPLICANT QWb!ER KIM GILBERT KIDUCATION INC 1730 24TH ST 1730 24TH ST VERO BEACH, FL 32960 VERO BEACH, Ft_ 32960 FEE CODE DESCRIPTION GLACCOUNT USER WAIVED PBIFVB-C PUBLIC BLDG IF VB - COM 103032-324721-71052 PL401 N ADIFvB-C ADM IF VB - COMMERCIAL 103032-324722-71052 PL401 N FEiFvB-C FIRE/EMS IF VB - COMMERCIAL 103032-324123-71052 PL401 N TF106-C TIF DISTRICT 2 VB - COMMERCIAL 102032-324320-85222 PL401 N TF106-R TIF DISTRICT 2 VB -RESIDENTIAL 102032-324310-65222 PL401 N SIFVB-R SCHOOL IF VB - RESIDENTAIL 103-202103.52 PL401 N PBIFVB-R PUBLIC BLDG IF VB - RES 103032-324711-71052 PL401 N FEIFVB-R FIRE/EMS IF VB - RESIDENTIAL 103032-324113-71052 PL401 N ADIFVB-R ADM IF VB - RESIDENTIAL 103032-324712-71052 PL401 N TOTAL DUE: AMOUNT DUE $717.17 $749.48 $1,156.52 $23,143.30 $-15,222.00 $0.00 $-717.17 $-1,156.52 $-740.00 $7,930.78 Utility capacity charges are NOT included in the total due. Please contact the Utility Department for Utility Fees. Indian River County CD -Plus for Windows 2000/XPMsta Printed on: 9/21/2018 10:35:03A(A Page t of t N Additional Backup 11.13.18 Agenda Item 14.E.1 From,- Martha Eskuchen rnsel�.wt_�r�i��r�r�.con: Subject: Re: Impact fees Date: May 30, 2018 at 4:27:47 PM To: kgilbertschool@aol.com Hello Kim - As I mentioned in my initial response, this is a zoning issue that is not covered by Title Insurance. The county has been aware of the use as a school since prior to 2005. I have attached the records we have showing the zoning letter obtained from the City in 2oo8. We initially contacted the County but they referred us to the City for the zoning letter. It looks like the zoning letter in 2004 was a conditional use and required a building permit to be issued in 18 months which I assume was not done. I recommend you contact an attorney in your area who handles zoning issues. There may be some argument to be made that the use should be considered grandfathered or at least any penalties for the intervening years should be waived. Martha PLEASE REPLY TO ALL WHEN APPLICABLE. THANK YOU. Martha Martha S. Eskuchen, Esq. 4442 Lafayette St. Marianna, FL 32446 phone: 8507_526-5004 fax: 850-526-5008 e-mail: mselaw _gmail.com Oceanside Title, Inc. WWW Qceansidetitle.net phone a50-526-1005 e-mail: assistantoceansid @gmail.com TITLE COMPANY: I .a y t OCEANSIDE TI'T'LE, INC. Martha S. Eakuchen, Esq., President AmKIIt W4'.4ELAWMamail.erm Connie Brei, Mdo 1740 SW St. Lucie eat Blvd, Ste 131 Port St Lucie, FL 86 Tolaphono Cm) 3286 Faesimiia CM) 226- 286 TO five 1(888) 21 Heather Eskudmm, Cleric Assistant 4442 I.afayetoo St Macimm4 FL 32446 Telephone (850) 526-1005 Facsinnik (850) 526-5008 Reply to% MARLUM J* 30,208 Stan Bolling, Plarin gDhwtor Indian Rim County leaning Daft 180127th Sacci Veto Beach; FL 329 Oce File: 007-01 Siducation, bOJUs &UIPHSON Tao. Nopeaty,Addum- 1728 & 1730 241h Street, Voro Basad. Ficaicia 32960 Dear Mr. Bolling: j If you vaould ldam the vaclowd jamr (es your atluivalent Compiitntrs 10W) dV=& by the Toning Cnwp2iaace QM= for the above teftmuced Fopetty. I bve slso eaaloaed a &wk fW $50.00 and a rchm Fled Eu Jabot to rotors the =muted lettos to our office. Ifyou void please fox us a copy of the l r m soon as available. if you issue y gnestioas, isleesc rias t hesitate to call. Thank yon. vayyrntlyxoum I Scanned with CamScanner Fm Application Request Payment Slip CDPR5020 - Application Request Payment Slip PAYMENT SLIP NBR: AR -81861 REQUEST # APP. REQUEST TYPE REQUEST STATUS 81861 VBIF - CONCURRENCY, VERO BEACH INITIAL/FINAL COMBO PENDING PROJECT # PROJCT NAME PROJECT STATUS 95120077 OXFORD ACADEMY PRESCHOOL FKA HELPING ANGELS ACTIVE APPLICANT QM9R KIM GILBERT KIDUCATION INC 1730 24TH ST 1730 24TH ST VERO BEACH, FL 32980 VERO BEACH, FL 32960 FEE CODE DESCRIPTION GLACCOUNT USER WAIVED AMOUNT DUE PBIFVB-C PUBLIC BLDG 1F VS - COM 103032-324721-71052 PL401 N $717.17 ADIFVB-C ADM IF VB - COMMERCIAL 103032-324722-71052 PL401 N $749.48 FEIFn-C FIREIEMS IF VB - COMMERCIAL 103032-324123-71052 PL401 N $1,156.52 TF106-C TIF DISTRICT 2 VB - COMMERCIAL 102032-324320-65222 PL401 N $23,143.30 TF106-R TIF DISTRICT 2 VB -RESIDENTIAL 102032-324310-65222 PL401 N $-15,222.00 SIFVB-R SCHOOL IF VB - RESIDENTAIL 103-202103.52 PL401 N $0.00 PBIFVB-R PUBLIC BLDG IF VB - RES 103032-324711-71052 PL401 N $-717.17 FEIFVB-R FIRE/EMS IF VB - RESIDENTIAL 103032-324113-71052 PL401 N $-1,156.52 ADIFVB-R ADM IF VB - RESIDENTIAL 103032-324712-71052 PL401 N $-740.00 TOTAL DUE: $7,930.78 Utility capacity charges are NOT included in the total due. Please contact the Utility Department for Utility Fees. Indian River County CD -Plus for Windows 2000/XP/Vista Printed on: 9/21/2018 10:35:03A;A Page 1 of 1 Additional, Backup 11.13.18 Agenda Item 14.E.1, From: Martha Eskuchen rr�Sr'Ja'�; %c�rt;arl.con. Subject: Re: Impact fees Date: May 30, 2018 at 4:27:47 PM To: kgilbertschool@aol.com Hello Kim - As I mentioned in my initial response, this is a zoning issue that is not covered by Title Insurance. The county has been aware of the use as a school since prior to 2005. I have attached the records we have showing the zoning letter obtained from the City in 2oo8. We initially contacted the County but they referred us to the City for the zoning letter. It looks like the zoning letter in 2004 was a conditional use and required a building permit to be issued in 18 months which I assume was not done. I recommend you contact an attorney in your area who handles zoning issues. There may be some argument to be made that the use should be considered grandfathered or at least any penalties for the intervening years should be waived. Martha PLEASE REPLY TO ALL WHEN APPLICABLE. THANK YOU. Martha Martha S. Eskuchen, Esq. 4442 Lafayette St. Marianna,, FL. 32446 phone: $507526-5004 fax: 850752.6-5008 e-mail: mselaw _gmail.com Oceanside Title, Inc. www oceansidetitle net phone 850-526-1005 e-mail: assistanto_ceanside(d)gmaii,corn TITLE COMPANY: OCEANSIDE TrME, INC. Martha S. EsktscheA Esq., President Arn Ort #A M AWOMamov enm Connie Bid% Tiiie 1740 SW St Lucio eat Blvd, Sia 131 Port St Lucie, FL 86 Uaphoae ('?72) 37,85 Faodmile CM) 27A-�28b Tall 4ree 1(888) 21S-4632 Heather Eskuchca, Cleric Assistant 4442 Lniayetta St Marianne, PL 32446 TdcPham (850) 526-1005 Fecs#mne (8S0) 526-5008 Reply to: MARIANNA lnly 30, 7008 R Sraa Bolling, p fDhectax Indian Rim County Ianaing Dovarb nmt 180127th Street Varo Beate; Ii. 324 Oar Hla: 67-01 KVucstion, bo.Wsdcn Bn bo. pieputy Address: �72S & 1730 24th Sbraat, Vero Bam% Flodda 32960 Dear Mr. Bolling: ' If you would plem the enclosed letter (or yrrmc a vivalent COMPU ce letbss) 4PmdbYflW Zoning Cornpliaaee QM= fr the above tafamced laopmtY. lbacalsomAosedadbookfu $50.00 and a retwn pW Sac Zabel to slutn the emmutd letter fio our omm Ifyou vvtd please feac tts a arpy of the l�r as sooa as availablo. If you have say questiaus, ples� dos t hesltexm to call. Tbaak you. Vera Tr* YOM% IV Wob Ecol 4 h '1 Scanned with CarnSCanner Application Request Payment Sloop !" 1 i Application PAYMENT SLIP NBR: AR -81851 REQUEST # APP. REQUEST TYPE REQUEST STATUS 81861 VBIF - CONCURRENCY, VERO BEACH INITIALIFINAL COMBO PENDING PROJECT # PROJCT NAME PROJECT STATUS 95120077 OXFORD ACADEMY PRESCHOOL FKA HELPING ANGELS ACTIVE APPLICANT fO VAR KIM GILBERT KIDUCATION INC 1730 24TH ST 1730 24TH ST VERO BEACH, FL 32960 VERO BEACH, FL 32960 FEE CODE DESCRIPTION GLACCOUNT USER WAIVED AMOUNT DUE PBIFvB-C PUBLIC BLDG IF VB - COM 103032-324721-71052 PL401 N $717.17 ADIFvB-C ADM IF VB - COMMERCIAL 103032-324722-71052 PL401 N $749.48 FE2FVB-C FIRE/EMS IF VB - COMMERCIAL 103032-324123-71052 PL401 N $1,156.52 TF106-C TIF DISTRICT 2 VB - COMMERCIAL 102032-324320-65222 PL401 N $23,143.30 TF106-R TIF DISTRICT 2 VB -RESIDENTIAL 102032-324310-65222 PL401 N $-15,222.00 SIFVB-R SCHOOL IF VB - RESIDENTAIL 103-202103.52 PL401 N $0.00 PBIFVB-R PUBLIC BLDG IF VB - RES 103032-324711-71052 PL401 N $-717.17 FEIFVB-R FIRE/EMS IF VB - RESIDENTIAL 103032-324113-71052 PL401 N $-1,166.52 ADIFVB-R ADM IF VB - RESIDENTIAL 103032-324712-71052 PL401 N $-740.00 TOTAL DUE: $7,930.78 Utility capacity charges are NOT included in the total due. Please contact the Utility Department for Utility Fees. Indian River County CD -Plus for Windows 2000/XP/Vista Printed on: 9/21/2018 10:35:03A.tA Page 101, 1 =V Additional Backup. 11.13,.18 Agenda Item 14.5..1 Fro�ii: Martha Eskuchen Subject-, Re: Impact fees Date: May 30, 2018 at 4:27:47 PM To: kgilbertschool@aol.com Hello Kim - As I mentioned in my initial response, this is a zoning issue that is not covered by Title Insurance. The county has been aware of the use as a school since prior to 2005. I have attached the records we have showing the zoning letter obtained from the City in 2oo8. We initially contacted the County but they referred us to the City for the zoning letter. It looks like the zoning letter in 2004 was a conditional use and required a building permit to be issued in 18 months which I assume was not done. I recommend you contact an attorney in your area who handles zoning issues. There may be some argument to be made that the use should be considered grandfathered or at least any penalties for the intervening years should be waived. Martha PLEASE REPLY TO ALL WHEN APPLICABLE. THANK YOU. Martha Martha S. Eskuchen, Esq. 4442. _Lafayette St, Marianna,...FL 82446 phone: 850-526.7-5004 fax: 850.-526-5008 e-mail: mselaw( _gmail.com Oceanside Title, Inc. www oceansidetitle net phone a50-526-1005 e-mail: assistantoceanside gmail.com TITLE COMPANY: OCEANSME TITLE, INC. Martha S. Eskuchm Esq., President am mill mmm AW pm2U cm Canna Brer1, Tido 1740 SW St Lucio eat Blvd, Ste 131 Hesthcr E*uchcn, Clerk Assistant Part St Lucre, FL 86 4442 Leiapecte St Ted%&= CM) 285 Marimana, PL 32146 Faoaimiic CM) 720. 286 Telcphom (850) 52r)-1005 IbU fma 1(888) 215-4G32 (850) 526-5008 Reply to: hUP:]fANM J* 30, 2008 ! Stan Bolling, Playdn g Director Indian River Conray leaning Daputnent 180127th Street Vero Beach; FL 329 Onr Fila: 607-01$iducation, umAhdca R*gViaos, lac. ps+opeaty Addtaas: X728 & 1730 241h Street, Vero Bow% Fkdk 32960 Dear Mr. Boiling: � If you would please 1hm auclosed letter (or Iom eguivaleat Con� 19ttat) ftma Zoning CompUmce go= for the abova tdm=ed prop". I have also ea+olosed a che* foot $50.00 and a retwn PW Ex labal to to= the m muted letter tQ one offices. Ifyou votild plus fax us a copy of tiro l as soon: as available. If you have ate►es qutions, picase doe t Umitato try call. Tbmk you. . V'erq TV* Yauea, Iii mob Pial J M ( rts Scanned with CamScanner 2/0 Chi Application Request Payment Slip CDPR5020 - Application Request Payment Slip PAYMENT SLIP NBR: AR -81861 REQUEST # APP. REQUEST TYPE REQUEST STATUS 81861 VBfF - CONCURRENCY, VERO BEACH INITIAL/FINAL COMBO PENDING PROJECT # PROJCT NAME PROJECT STATUS 95120077 OXFORD ACADEMY PRESCHOOL FKA HELPING ANGELS ACTIVE APPLICANT OWNER KIM GfLBERT KIDUCATION INC 1730 24TH ST 1730 24TH ST VERO BEACH, FL 32960 VERO BEACH, FL 32960 FEE CODE DESCRIPTION GLACCOUNT USER WAIVED AMOUNT DUE PBIFVB-C PUBLIC BLDG IF VB - COM 103032-324721-71052 PL401 N $717.17 ADIFVB-C ADM IF VB - COMMERCIAL 103032-324722-71052 PL401 N $749.48 FEIFVB-C FIREIEMS IF VB - COMMERCIAL 103032-324123-71052 PL401 N $1,156.52 TF106-C TIF DISTRICT VB - COMMERCIAL 102032-324320-65222 PL401 N $23,143.30 TF106-R TIF DISTRICT 2 VB -RESIDENTIAL 102032-324310-65222 PL401 N $-15,222.00 SIFvB-R SCHOOL IF VB - RESIDENTAIL 103-202103.52 PL401 N $0.00 PBIFVB-R PUBLIC BLDG IF VB - RES 103032-324711-71052 PL401 N $-717.17 FEIFVB-R FIRE/EMS IF VB - RESIDENTIAL 103032-324113-71052 PL401 N $-1,156.52 ADIFVB-R ADM IF VB - RESIDENTIAL 103032-324712-71052 PL401 N $-740.00 TOTAL DUE: $7,930.78 Utility capacity charges are NOT included in the total due. Please contact the Utility Department for Utility Fees. Indian River County CD -Plus for Windows 2000/XPMsta Printed on: 9/21/2018 10:35:03R1A Page 1 of 1 Additional Backup 11.13.1,8:- Agenda Item 14.E.1 I=mni,- Martha Eskuchen rns� lafr c rig ��.�:un: Stjbj'ect: Re: Impact fees Date: May 30, 2018 at 4:27:47 PM To: kgilbertschool@aol.com Hello Kim - As I mentioned in my initial response, this is a zoning issue that is not covered by Title Insurance. The county has been aware of the use as a school since prior to 2005. I have attached the records we have showing the zoning letter obtained from the City in 2oo8. We initially contacted the County but they referred us to the City for the zoning letter. It looks like the zoning letter in 2004 was a conditional use and required a building permit to be issued in 18 months which I assume was not done. I recommend you contact an attorney in your area who handles zoning issues. There may be some argument to be made that the use should be considered grandfathered or at least any penalties for the intervening years should be waived. Martha PLEASE REPLY TO ALL WHEN APPLICABLE. THANK YOU. Martha Martha S. Eskuchen, Esq. 4442 1 afayette St. Marianna,, FL 32446 phone: 850-52675004 fax: 850.-526-5008 e-mail: mselaw _gmail.com Oceanside Title, Inc. www.oceansidetitle.net phone 850-.5.26-1005 e-mail: assistantoceanside(a-)gmail.com TITLE COMPANY: Al Zv OCEATSII.?E TITLE, INC. Martha S. Eskuchm Esq., President amain hOMLA'W®gmaiI=m Connie BreeL mat 1740 SW StLudo eat Blvd, $to 131 pact St Ledo, FL 86 Talephaae CM) 3285 FnosimUt (772) 2-20. 216 Tbll fma 1(088) 215-4632 Heather Fskuchen, Clerk Assistant 4442 Ldgv to St Merimm4 FL 32446 Tdophoaa (850) 526-1045 FacshmIle (850) 526-5008 Reply to: MARLVM J* 30, 2008 1 StanBolling, Dhwtcw Imdian River Cou* leaning Det 180127th S#reet Vero Beach; pt: 329 Oar m:07-01 Wucatlon, Inansclra BnUpaisae, Ian. Noptaty A4& =&- }728 & 1730 241h Ste, Vero Bmm% Fkd" 32960 Dear Mr. Bolling: j I£you would please The enclosed Idttes (cry= equivalent Com Uame 19ft) sipjA by 6a Zoning Cnmgliaace�cer for the above raced pmparty. I ba" also evAosed a cheek ft $50.00 and a retua Bs; label to rowm the ammutd lett to am otam Ifyou would please fox us it cry of the 4fter as soon as waitablo. if you have wW questions, please doe t lzedIa% to call. Tbankyou. , Very Th* Yours, iV Wob P�cl lj L► � V } �Vp •Y T � 4. X. Scanned with CamScanner I I Application Request Payment Sloop CDPR5020-Application Request Payment Slip PAYMENT SLIP NBR: AR -81861 REQUEST # APP. REQUEST TYPE REQUEST STATUS 81861 VBIF - CONCURRENCY, VERO BEACH INITIAL/FINAL COMBO PENDING PROJECT # PROJCT NAME PROJECT STATUS 95120077 OXFORD ACADEMY PRESCHOOL FKA HELPING ANGELS ACTIVE APPLICANT ER KIM GILBERT KIDUCATION INC 1730 24TH ST 1730 24TH ST VERO BEACH, FL 32960 VERO BEACH, FL 329W FEE CODE DESCRIPTION GLACCOUNT USER WAIVED AMOUNT DUE PBIFVB-C PUBLIC BLDG IF VB - COM 103032-324721-71052 PL401 N $717.17 ADIFVB-C ADM IF VB - COMMERCIAL 103032-324722-71052 PL401 N $749.48 FEIFVB-C FIRE/EMS IF VB - COMMERCIAL 103032-324123-71052 PL401 N $1,156.52 TF106-C TIF DISTRICT 2 VB - COMMERCIAL 102032-324320-65222 PL401 N $23,143.30 TF106-R TIF DISTRICT VB -RESIDENTIAL 102032-324310-65222 PL401 N $-15,222.00 SIFVB-R SCHOOL IF VB - RESIDENTAIL 103-202103.52 PL401 N $0.00 PBIFVB-R PUBLIC BLDG IF VB - RES 103032-324711-71052 PL401 N $-717.17 FBIFVB-R FIRE/EMS IF VB - RESIDENTIAL 103032-324113-71052 PL401 N $-1,156.52 ADIFVB-R ADM IF VB - RESIDENTIAL 103032-324712-71052 PL401 N $-740.00 TOTAL DUE: $7,930.78 Utility capacity charges are NOT included in the total due. Please contact the Utility Department for utility Fees. Indian River County CD -Plus for Windows 2000/XP/Vlsta Printed on: 9/21/2018 10:35:03R.PA Page 10! 1 ff, im 1111101111111111111 Previous Uses and Actions'at 1728 and 1730 24th Street City of Vero Beach 1. Prior to 1995: four homes total existed on both adjacent parcels. Per old survey of the property; 3 single family homes of less than 1500 s.f. each and one single family home of more than 2500 s.f. were located on these 2 parcels. 2. 1995: change of use to 19 bed ALF (Minor Change Application #95 -MC -161 approved by the City). 2 single family homes remained on the site. In 1995, the property was purchased by Elderly Loving Care, Inc.). For that change of use no concurrency review was required since change of use reduced the intensity. 3. 2002: Building on the west side of the site was changed from ALF to day care (site plan #02 -SP -1064C approved by the City). City did not require concurrency for or Impact fee review regarding change of use, although the change did increase development intensity. 4. 2004: Change of use approved by City for building on east side of the site to change to day care (Minor Change Application #04 -MC -037 approved by the City, total daycare buildings 6,461 s.f.), City did not require concurrency for or impact fee review regarding change of use, although the change did increase development intensity. 5. 2008: Change of Ownership. Daycare purchased by Lisden Enterprises, Inc. (Oxford Academy) to continue to operate daycare. 6. 2018: Owner (Lisden Enterprises) applied for a building permit for a deck for daycare at 1728 2411 Street. County staff noticed that for previous change of use from single family homes and ALF to Daycare no impact fees were paid. Staff requested and the current owner applied for a City of Vero Beach Concurrency Determination Application (project #95120077). 7. 2018: County staff coordinated with owner and city staff several times, determined "best case" impact fee credit (4 single family homes), and determined impact fees were reduced but still owed for child care change of use (fee calculation breakdown attached). Attachment: 1. Application Request Payment Slip F.\Community Development\Users\VICKIE\SASAN\Oxford Academy Previous Use Memo.docx Application Request Payment slip CDPR5020 - Application Request Payment Slip PAYMENT SLIP NBR: AR -81861 REQUEST # APP. REQUEST TYPE REQUEST STATUS 81861 VBIF - CONCURRENCY, VERO BEACH INITIALIFINAL COMBO PENDING PROJECT # PROJCT NAME PROJECT STATUS 95120077 OXFORD ACADEMY PRESCHOOL FKA HELPING ANGELS ACTIVE APPLICANT OWNER KIM GILBERT KIDUCATION INC 1730 24TH ST 1730 24TH ST VERO BEACH, FL 32980 VERO BEACH, FL 32960 FEE CODE DESCRIPTION GLACCOUNT USER WAIVED PBIFvB-c PUBLIC BLDG IF VB - COM 103032-324721-71052 PL401 N ADIFVB-c ADM IF VB - COMMERCIAL 103032-324722-71052 PL401 N FEIFVB-c FIRE/EMS IF VB - COMMERCIAL 103032-324123-71052 PL401 N TF106-C TIF DISTRICT 2 VB - COMMERCIAL 102032-324320-65222 PL401 N TF106-R TIF DISTRICT 2 VB -RESIDENTIAL _ 102032-324310-65222 PL401 N SIM -R SCHOOL IF VB - RESIDENTAIL 103-202103.52 PL401 N PBIFVB-R PUBLIC BLDG IF VB - RES 103032-324711-71052 PL401 N FEIFVB-R FIREIEMS IF VB - RESIDENTIAL 103032-324113-71052 PL401 N ADIFVB-R ADM IF VB - RESIDENTIAL 103032-324712-71052 PL401 N TOTAL DUE: AMOUNT DUE $717.17 $749.48 $1,156.52 $23,143.30 $-15,222.00 $0.00 $-717.17 $-1,156.52 $-740.00 $7,930.78 Utility capacity charges are NOT included in the total due. Please contact the Utility Department for Utility Fees. Indian River County CD -Plus for Windows 2000/XPNISta Printed on: 9/21/2018 10:35:03A.M Page 1 of 1 OCEANSIDE TI'T'LE, INC. Martha S. Eskuahen, Esq., President mall t MSELAW@Vwn.00m Commie Bred. Tina 1740 SW St ImOID eatMvd, Stn 131 Port St, Lude, FL 86 T4cph= CM) 3285 Fhadmile CMI) 7JA- Z86 -46'32 Heather Esh chm Clerk Assistantba 4442 Ldayt St Msrimm4 PL 32446 Tdepbme (850) 526-1005 IOU free 1(885) IC Facabmile (854) 52b4008 Reply to: MARIAMA 1* 30, 2008 Stan Bolling, PladniOoi Dhector .: Indian River Cody Deparbmnt 180127th Stred Vero Daub, FL 329 Our File: W-01 Sidacation, b &bdI n &PaU. bO► properly AdChW& �72S dt 1730 240LStreat, Vemo Bem* Ncaida 32960 Dear Mr. Bolling: � If you would pleas i Etre unclosed latter (cry= equivalent � ) byte Zoning Compliaaeacer far tha abovo rcfac=d p upOdy. I havo also evAond a check for $50.00 and a rc6= 28s label to rotum. ta mcecut0419ft tai oar office. IfYon don'th feat ua a copy of tha 4*W as ruse as e�vailabla Yf you haus mW q=t v4 l to caL Tbmk you. , VU7 Ti* Yours, I U=cb aw Scanned with CamScanner OCEANSIDE TITLE, INC. Martha S. Eskuchen, Esq., President email: MSUAW@gona.com Conic Bret Title Assistant 1740 SW St. Lucie est Blvd. Ste 131 Heather Eskuchen, Clerk Assistant Pori St. Lucie, FL 3 86 4442 Lafayette St. Telephone 0172) 3285 Marianna, FL 32446 Facsimile CMZ)286 Telephone (850) 526-1005 Toll free 1(888) 215-4632 Facsimile (850) 526-5008 Reply to: MARUNKA July 30, 2008 t Stan Bolling, Plarin4 D wAor radian River County Planning Department 180127th Street Veto Beach; FL 329 Our File: 607-01 Kiducation, lnaJLisdcu Enterprises, I - Property Address: X728 8t 1730 24th Sheet, Vero Beach, Florida 32960 Dear I& Bolling: i If you would please have the enclosed letter (or your equivalent Compliance letter) sig�aed by the Zoning Compliance p fficer for the above referenced Property. 1 have also enclosed a check for $50.00 and arch= Fid Bic label to retum the exevJW lottar to our office. If � dwoul please hesitate fmc us a copy of the 1�ter as soon as available. Yf you have arty qu ons, P to call. Thank you. • Very Truly Yours, Oc 'do Titley S. Eskuchen � �}Y'��tla.� .k �iT�►�t 71 � � F. ,t ♦ t -.. YY Scanned with CarnScanner� JI I 98!11/2288 16:85 772-778-3856 CITY tF VFRD BE4CH PAGE Wei is City of Nero Beach, 1063.20th PLACE -P.O. BO% 1389 ' OFPtt'SOPmE VERO BEACH, FLORIDA 32961-1389 MANX= AND MTWPNF.Nr DWCr0I Y G 1-996 August 7, 2008 bfittha & Eskneben President Oceanside Title, Inc. 4442 Lafayette St Mauasmuk FL 32446 RE: 1728-1730 241b Street, Vero Beach, Florida 32960 Parcel ID No. 02 33 39 00001 0110 00006.0 & 8.0 Dear Ms. FAkuchen: Tina lotus is in response to your request for information conceming the property owned by I isden EmfttPdscs,Inc.IOW,edatl728-17302eStteet -lb,cmbjcctpmpertyiszoned10/12, m itiple Pamtijr District. Thorequired fiont and rc arse&acks for a ebald day care facility (conditional w e) are 25 feet The side yards are required to have a building setback of 10 fact. Records in the PropertyAWmim's Office show this site was developed in 1940. Accotdir X to a revrewofthesiteplaoort le,the=isting1936•footsad24.43-faatfrotttsetbaclaalong2e::trees, the 3.8 -foot and 3.79 -foot rear setbacks along the alley, and the 293 -foot north aide setts, k are wdsting noocoub mities that may Win, but nmy not be increased or ummsi8ed. There am no outstanding violations on the property. Ittust this infomtation to be helpf il. Ifyvu have any questions, please do not hesitate to contra :tme. Sincerely, Maria Lewicka, AICD Urban Designim Scanned with CamScanner 21 88/1.1/2888 16:85 772-778-38% Cny OF VM BEACH City of Nero Beach 1093 - 28th PLACE -P.Q 8t1Y 1389 Mtaa CFa IN VEM BEAM FLOR32961 U69 ptiiOmlGaTm3s�.oP�trrDt�oa , . ,� Avgmd 7, 2008 PAGE 81/81 F G X996 OeemW&TIff AWMD�SL FL32446 RE 1728-173020 Sten; l%8ab, Flosida 32960 1gMd IDNa 0,3 33 39 00001 0110 00006.0 & 8A DearbELFAkmbm Tbb Wer is In taWom to YOM Mqueet ftb&mnadum coaeea ing the piopealy owned by I iadw Ell P krttl728-17302 6Sttet:7hts*jwpMaetyisaaoedRW10/12,Mftle 7y tega�no8ttv�ertd>�ara�aRxaehiidcFspwcefeaiity(oaatiditio®almejare 25 feet The aidsYuds m te4ohadt*Svcabujog #Com of 10 ba RoOasda in the PL 4WWAppni=•a 0008 straw Ab alto area dcYcloped in 1940. Accorft g to a xev3etvaf'$8sibeplanaa181gtbee19.36-ihOt�t!?.4.43-£oatRnTheet�elaasg24°i3OCeex, fifes 3'8-&a mid 3-?9-fot lag setba0b WM Baa COX and &a 2 -43 -foot nor& sI& sa0t k ate OdsftmvGcGmffm=ld=BtetmayGln,butsnaynotbefocussedorWandtied T6ete ate o0 onistspdheg violatfas� m the pto�ty. - . Yttust8tiahtf0au�nntobehe�'u1, ffy�aolmveanY�S�P1oayedogctLeaitatst0ao�nmumer o Menalcwirk%AICD Usbm Dem 19 Pbone: i7M 97UM -FM (M) 77838513-F�mmj- ylama>g�oetb o�-w�ew.oat?b otg Scanned with GamScanner -341-- J" 71 bdm*]Uva County Planning Department 1901 27(h str"t 21. Veen UvrA* VI, 32900 Littleacm 1729 alt %0 =4th Sbte% Vero Bea* Floflda 32960 7AOIImgC6vUsm Sim -72b U -to let yad kmaw dw thb Uttle Patens AcadeM (Usdan Entarises. Inc,) -I?n,k 1730 24th Suve% Vero Beach, Florida 32-960 is in compliance bmW at �°Tft- jbz zoning ieplIdow:Of tjo City of Va*Bfttk Couaw ak&mMva md sum of Flodda ind the 11M are no OuUtmWmg violations. VC' truly you s,' Nyzomg cojnpwao ofriom Date: r lu - t e4 - A vl Vv 4 Scanned with CarnScanne 3 7- � Indian River County Planning Department 180127th Street Vero Beach, FL 32960 July 29, 2008 TO: Kiducation, Inc. and JCM Foundation, Corp. RE: Little -Palms Academy (Lisden Enterprises, Inc.) 1728 & 1730- 24th Street, Vero Beach, Florida 32960 Zoning Compliance Dear Sirs: This is to let yogi lmow that the Little Palms Academy (Lisden Enterprises, Inc.) located at 1728 & 1730 24th Street, Vero Beach, Florida 32960 is in compliance with the zoning regulations of the City of Vero Beach, County of Indian River and State of Florida end that there are no outstanding violations. Very truly pours; Zoning Compliance Officer Date: (772) 978-4550 0 SITE PLAN** X CHANGE OF USE X MINOR CHANGE TO SITE 0 USE OF DOWNTOWN RIGHT-OF-WAY Application #_�Q2 --P- l U (off APPLICANT_ MOSBY & ASSOCIATES, INC. Telephone 772-569.0035 Fax# 772-778-3617 MAILING ADDRESS 245514 AVENUE VERO BEACH, FL 32960 SITE OWNER ELDERLY LOVING CARE, INC. - DAN ELLIOT L PRES. Telephone 772-770-2588 Fax # OWNER ADDRESS 1730 24TH STREET VERO BEACH, FL 32960 SITE LOCATION 1730 24' STREET PARCEL I.D. NUMBER 02-33-39-00001-0110-00008.0.9.0 PRIOR USE [for changes of use] ACLF SQUARE FOOTAGE OF FLOOR AREA INVOLVED [commercial/industrial] N/A NUMBER OF DWELLING UNITS [residential] N/A IRRIGATION WATER ZONING DISTRICT RM20/12 SOURCE [check one] 0 City Water 0 Well 0 N/A The following specific modifications (as shown on the attached plans) and/or the following use changes are requested (use additional naves if needed to explain fulIv): Seven (7) copies of plans/surveys must be submitted for site plans (eight (8] for airport district); four (4) copies of pians/surveys for minor changes (five (5] for airport district). The approval of this request is limited only to the specifically requested changes. No structure shall be located on City easements. It shall be the responsibility of the applicant to secure and furnish to the Building Dept, prior to issuance of any permit, the necessary authorizations from the responsible utility companies that this propos re pts no onfl' t to its existing facilities. Any food service facility requires documented Florida Dept of Business Rcgulati pr' r to City of Vero Beach approval. Any false statement, concealment or misrepresentation in this appli to 'opal or unintentional, shall be grounds for revoca*n of approval,-_ 1///%%/%/ �� /1! 1.!/ffil4 0p, **A copy of the deed for the subiect property must be included with SITE PLAN applications** A lication Fede: 3�� y —",.W LAA/Block: 0%cf �- / /C I Original Subdiv: Ov i -T,-Df 1 !yi SP/MC#: rY' Y, WE iM I I I I N TO: FROM: SUBJ: MEMORANDUM ATE: July 11, 2002 Rex Taylor, City Manager/Utilities Director SITE PLAN APPLICATION - Application No 02 -SP- 10 6 4 C OWNER: ELDERLY LOVING CARE, INC. DAN ELLIOTT, PRESIDENT `- 1730 24TH STREET VERO BEACH, FL 32960V}' 2002 APPLICANT: MOSBY & ASSOCIATES INC. 2455 14TH AVENUE VERO BEACH, FL 32960 For your immediate perusal and routing as listed above, I am enclosipg subject Site Plan Application, pages 1 through 4, plus: One (1) copy of Site Plan Drawings. 20 One (1) copy Land Survey. jVt 42 Also routed to the City Planning Department for preliminary study are: One (1) copy of this Memorandum. Three (3) copies of Site Plan•Drawings. Two (2) copies of Land Survey. Also to the Public Works and Engineering Department for preliminary study are: One (1) copy of this Memorandum. One (1) copy of Site Plan Drawings. One (1) copy of Land Survey. One (1) copy of Drainage Calculations, D M Rex T tf Attachments of VERO BEACH cc: City Planning Department (w/atts) ELECTRICAL E40EER NG of I err Beach 1053 - 20th PLACE - P.O. BOX 1389 VE, RO BEACH, FLORIDA- 32961-1389 Telephone: (561) 978-4550 ® Fax: (561)778-3856 UFH-,-'.OF THE PLANNING DIRECTO? September 27, 2002 Mosby & Associates P.O. Box 6368 Vero Beach, FL 32961-6368 02-1952 OCT 01 2002 IVhl;PUNTY I; RYI(ES TlRtU!IISION RE: Site Plan Application #02 -SP -1064C - Request for a Request to Add Adult Day Care PID #02 33 39 00001 0110 00006.0 & 8.0 - Elderly Loving Care (1738 24th Street) Dear Randy: This is to notify you that at a meeting of the Planning and Zoning Board held on September 19, 2002, your application for site plan approval was granted (6-0), subject to memorandum #02 - (attached). Minutes setting forth the specifics of that approval are on file in the Planning Department for your review. You may now pick up your plans from the Planning Department and visit the Building Department located at 1840 25th Street where you will be given further details on the required procedure for obtaining a building permit. Sincerely yours, Ralph T. King, Chairman Planning and Zoning Board DR:gkb Attachment XC: Wayne Russ, Building Department Vanessa Gibson, IRC Community Development Rob Bolton, Water & Sewer Department 3egF �� Fire Department ✓ lGt Cliff Suthard, PW & Eng I 391-35 Indian fiver County Fire Division FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, Florida 32960 Office (561)770-5121 Fax (561)770-5117 INSPECTION REPORT Date _/ /,10PA File # ;Z ??200 Priority Type of Inspection_ a rk. Occupancy Name Type 4ZA:' Address I7 -In 2 4 74 S7: City Zip 32!71 0 Owner/Manager &W L41'0'7— Telephone 710 -.26( ' Stories Z Knox Box Fire Alarm V" Sprinkler System '✓ Standpipe Fire Pump Emergency Generator Hood System -, Insurance Company Billing Code: Amount: Invoice #: NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazards and/or violations of the provisions of appropriate Local or State Codes. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. VIOLATIONS AND CODE SECTIONS: ADDRESS _ 1A Post 6 -inch numerical address, which shall be visible from the street or roadway. NFPA 13-7 _ 18 Each bay/unit shall be identified by 4 -inch letters or numbers, at the front & rear exits. NFPA 13-7 _ 1 C Key lock box required. NFPA 13-6 ELECTRICAL _ 2A Discontinue extenslon cords used In lieu of permanent wiring. NFPA 16-1.5 _ 2B Circuits In electrical panels are not marked to indicate the area of service. NFPA 70 364-13 _ 2C Interior and exterior wiring shall be in rigid conduit. County Ordinance 401.24, exception: City of Sebastian and Fellemere Is per NFPA 70 _ 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70 110-12(a) _ 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70110-26(a) (1) 2F Open wire splices require a Junction or receptacle box with a cover plate. NFPA 70 370 2G The use of multi -plug adapters are not allowed. Replace with UL approved type. NFPA 70 2H wiring is damaged, replace or repair and protect as required. NFPA 16-1.2 and .3 — 21 No storage allowed in electrical meter rooms. County Ordinance 401.22 EXITS _3A Doors equipped with panic/fire exit hardware shall have no other locks or latches that are not associated with the hardware. NFPA 101 7.2.1.7 _38 Remove obstructions, storage, or combustibles from exits, aisles, corridors, and/or under stairways to ensure free exiting. NFPA 101 7.1.10.2.1 _3C Unlock all exit doors whenever the public occupies the building. NFPA 101 7.2.1.5.1 _3D Install or repair emergency lighting and/or exit signs. NFPA 101 4.5.7 _3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the inside of the building. Replace with thumb latch. NFPA 101 7.2.1.5.1 FIRE EXTINGUISHERS _4A Provide _ex6nguisher(s) of a minimum rating. NFPA 10 3-1 _46 Mount fire extinguisher where it is visible and readily accessible, with the top no higher than 5 feet. NFPA 10 1-6 _4C Provide service and tagging (by a state licensed company) for all fire extinguishers annually. SFMRR 4A-21.237 _4D Fire extinguishers are not in proper working order. NFPA 10 1-6.2 HOUSEKEEPING AND STORAGE _5A Secure and identify compressed gas cylinderswith product name displayed. NFPA 1019-1.1 and NFPA 54 _5B Remove all storage from air conditioning equipment and/or elevator equipment rooms. NFPA 90A 3-1 and ANSI 17.101.2 __5C Provide approved storage for flammable liquids. NFPA 30 4-3 and 4-5 _513 Trash cute Is not functioning properly, springs are missing, or fusible link is missing. NFPA 80 10-3 and 4 _5E Combustibles are stored too dose to water heater. 18 Inch dear space from front and 6 inches from the sides and rear. Special Systems Inspection Repo ttached Other Attachments Compliance date / ISQ/02 Reinspection date I I NOTE: A FEE FOR A 2ND RE-POPEOTfOlOWALL BE APPLICABLE TO THIS BUILDING IN ACCORDANCE WITH THE PROVISIO OF E I AN RIVER COUNTY FIRE PREVENTION O IN,�,[VCE. Recipient: Inspector. Ga�T, .%€ /U��e� ja ID# � - nspection: / / Inspector. ID# 2nd Re -inspection: / / Inspector: ID# 34`I 36 INDIAN RIVER COUNTY DEPARTMENT OF EMERGENCY SERVICES FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, FL 32960 Telephone: (561) 770-5121 FAX: (561) 770-5117 INSPECTION REPORT n Date /10/0.0file # 2 S Priority_ Type of Inspection I r£ ct £� Occupancy Name in/ ! - ac Type Address 2 City Zip Owner/Manager' ' Telephone 770 - X5"1? Stories3_ Knox Box Fire Alarm_V Sprinkler System Standpipe Fire Pump Emergency Generator Hood System '[ Insurance Company Billing Code: Amt: Invoice #: NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazards and/or violations of the provisions of appropriate Local or State Codes. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. Special Systems Inspection Report attached Other Attachments VIOLATIONS AND CODE SECTIONS: ADDRESS _ 1 A Post 6 inch numerical address, which shall be visible from the street or roadway. SFPC 603.17 _ 1 B Each bay/unit shall be identified by 4 inch letters or numbers, at the front & rear exits. SFPC 603.17 _ 1 C Post 6 inch numerical address and/or address range, visible from street or roadway on marquee/sign board. SFPC 603.17 ELECTRICAL _ 2A Discontinue extension cords used in lieu of permanent wiring. SFPC 703.1, and NFPA 70 400.8 _ 213 Circuits in electrical panels are not marked to indicate the area of service. NFPA 70 384-13 _ 2C Interior and exterior wiring shall be in rigid conduit. County Ordinance 401.24, exception: City of Sebastian Is per NFPA 70 _ 2D Replace cover and/or voids In the electrical panel, voids shall be filled with approved spacers. NFPA 70 110.12 _ 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70 110-16 _ 2F Open wire splices require a receptacle or junction box with a cover plate. SFPC 504.5 _ 2G The use of muitipiug adapters are not allowed. SFPC 704 _ 2H Wiring is damaged, replace or repair and protect as required. SFPC 504.5 EXITS _3A Doors equipped with panictfire exit hardware shall have no other locks or latches that are not associated with the hardware. NFPA 1016-2 _3B Remove obstructions, storage, or combustibles from exits, aisles, corridors, and/or under stairways to ensure free exiting or access. SFPC 802, and NFPA 1012-4 3C Unlock all exit doors whenever the building is occupied by the public. NFPA 1015-2 3D Install or repair emergency lighting and/or exit signs. NFPA 10131-1.3 _3E Secondary exit door has an Improper lock. Deadbolts shall not require the use of a key from the inside of the building. Replace with thumb latch. NFPA 101 5-2.1.5.1 FIRE EXTINGUISHERS 4A Provide _extinguisher(s) of a minimum rating. SFPC 603.3.1 4B Mount fire extingulsher where It is visible and readily available, with the top no higher than 5 feet. NFPA 10 1-6 4C Provide service and tagging (by a state licensed company) for all fire extinguishers annually. SFMRR 4A-21 413 Fire extinguishers are not in proper working order. SFPC 603 HOUSEKEEPING AND STORAGE _5A Secure and identify compressed gas cylinders with product name displayed. SFPC 1503 5B Remove all storage from Air Conditioning Equipment and/or Elevator Equipment Rooms. NFPA 90A 2.3, 101 7 5C Provide approved storage for flammable liquids. SFPC 904 50 Combustible materials shall be orderly, separated from heat sources and a minimum of two feet from the ceiling. SFPC 502.3 _5E Trash chute Is not functioning properly, springs are missing, or fusible link is missing. NFPA 80 10-3 & 4 5F Combustibles are stored too close to water heater. 18 inch clear space from front and 6 inches from the sides and rear. SFPC 504.1.13 Compliance date NOTE: A FEE FQ1R_A Reinspection date / / BE APPLICABLE TO THIS BUILDING IN ACCORDANCE WITH THE iPtO24�IVER COUNTY FIRE CODE. RecipenRInspectorl+rx�V / - Xf-f h 46t51D# s e -i pection: Inspector: v- ID# 2nd Re -inspection: / / Inspector: ID# 2qq 3"A Date /A / F / f1 Occupancy Name, INDIAN RIVER _JUNTY DEPARTMENT OF EMERGE. -,f SERVICES FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, FL 32960 Telephone: (561) 7705121 FAX: (561) 770.5117 INSPECTION REPORT Insurance Company Billing Code: _ Owner/Manager /Darr/ A--4 2g _ Telephone 7 O - 2 2 9. Stories:_ Knox Box -- Emergency Gen. — Hood System ku V Amt: Invoice #: NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an Inspection of your premises has disclosed the following fire safety hazards and/or violations of the provisions of appropriate Local or State Codes. As such conditions are contrary to law, you are hereby required to oorred said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the data of such reinspection may render you liable to the penalties provided by law for such violation. VIOLATIONS AND CODE SECTIONS: ADDRESS _ 1A Post 6 Inch numerical address, which shall be visible from the street or roadway. SFPC 603.17 113 Each bay/unit shall be identified by 4 Inch letters or numbers, at the front & rear exits. SFPC 603.17 T_ 1C Post 6 Inch numerical address and/or address range, visible from street or roadway on marquee/sign board. SFPC 603.17 ELECTRICAL _ 2A Discontinue extension cords used in lieu of permanent wiring. SFPC 703. 1. and NFPA 70 400-8 _ 2B Circuits in electrical panels are not marked to indicate the area of service. NFPA 70 384-13 _ 2C Interior and exterior wiring shall be In rigid conduit. County Ordinance 401.24, exception: City of Sebastian is per NFPA 70 _ 2D Replace cover and/or voids In the electrical panel, voids shall be filled with approved spacers. NFPA 70 110.12 _ 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70 110-16 2F Open wire splices require a receptacle or junction box with a cover plate. SFPC 504.5 2a The use of multiplug adapters are not allowed. SFPC 704 _ 2H Wiring Is damaged, replace or repair and protect as required. SFPC 504.5 EXITS _3A Doors equipped with panicAre exit hardware shall have no other locks or latches that are not associated with the hardware. NFPA 101 5-2 _3B Remove obstructions, storage, or combustibles from exits, aisles, corridors, and/or under stairways to ensure free exiting or access. SFPC 802, and NFPA 101 2-4 3C Unlock all exit doors whenever the building is occupied by the public. NFPA 101 5-2 ^313 Install or repair emergency lighting and/or exit signs. NFPA 101 31-1.3 _,3E Secondary exit door has an Improper lock. Deadbolts shall not require the use of a key from the inside of the building. Replace with thumb latch. NFPA 101 5-2.1.5.1 FIRE EXTINGUISHERS 4A Provide extinguisher(s) of a minimum rating. SFPC 603.3.1 —4B Mount fire extinguisher where It Is visible and readily available, with the top no higher than 5 feet. NFPA 10 1.6 40 Provide service and tagging (by a state licensed company)for all fire extinguishers annually. SFMRR 4A-21 —41) Fire extinguishers are not In proper working order. SFPC 603 HOUSEKEEPING AND STORAGE 5A Secure and Identify compressed gas cylinders with product name displayed. SFPC 1503 —58 Remove all storage from Alr Conditioning Equipment and/or Elevator Equipment Rooms. NFPA 90A 2.3, 101 7 5C Provide approved storage for flammable liquids. SFPC 904 _51) Combustible. materials shall be orderly, separated from heat sources and a minimum of two feet from the calling. SFPC 502.3 _5E Trash chute Is not functioning properly, springs are missing, or fusible link is missing. NFPA 80 10-3 & 4 Special Systems Inspection Report attached Other Attachments Compliance dateleU NOTE: A FEE FOR A 2ND THE PROVISIONS ®F TMI Reinspection date I I E TION SHALL BE APPLICABLE TO THIS BUILDING IN ACCORDANCE WITH RIVER COUNTY FIRE CODE. / `� pp %� inspector: Z& A277 V21 /� W /V f eIOIS Ins '3-3 1st Re`Tnspection: / / Inspector: l —�- 2nd Re -Inspection: / i Inspector: ID# INDIAN RIVER t..%oUNTY DEPARTMENT OF EMERGEN%, r SERVICES FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, FL 32960 Telephone: (561) 770-5121 FAX: (561) 770-5117 INSPECTION REPORT Date 520/2 File# O Priority_ Type of In ectal Oocupancy Name fAyA) EEs , V Type Address 7a Telephone :2:7t2 -:;X,4 9SCity Zip Stories_? _ Knox Box Fire Alarm -- Sprinkler stem_ Standpipe — Fire Pump — Emergency Gen. -- Hood System &S-1/ Insurance Company Billing Code: Amt: Invoice #: NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an Inspection of your premises has disclosed the following fire safety hazards and/or violations of the provisions of appropriate Local or State Codes. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A relnspectlon to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by taw for such violation. VIOLATIONS AND CODE SECTIONS: ADDRESS _ to Post 6 Inch numerical address, which shall be visible from the street or roadway. SFPC 603.17 _ 1B Each bay/unit shall be Identified by 4 Inch letters or numbers, at the front & rear exits. SFPC 603.17 _ 1C Post 6 Inch numerical address and/or address range, visible from street or roadway on marquee/sign board. SFPC 603.17 ELECTRICAL _ 2A Discontinue extension cords used in Ileu of permanent wiring. SFPC 703.1, and NFPA 70 400-8 _ 213 Circuits in electrical panels are not marked to indicate the area of service. NFPA 70 384-13 2C Interior and exterior wiring shall be In rigid conduit. County Ordinance 401.24, exception: City of Sebastian is per NFPA 70 2D Replace cover and/or voids In the electrical panel, voids shall be filled with approved spacers. NFPA 70 110.12 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70 110.16 2F Open wire splices require a receptacle or junction box with a cover plate. SFPC 504.5 _ 20 The use of multiplug adapters are not allowed. SFPC 704 _ 2H Wiring Is damaged, replace or repair and protect as required. SFPC 504.5 EXITS _3A Doors equipped with panief ire exit hardware shall have no other locks or latches that are not associated with the hardware. NFPA 101 5.2 _3B Remove obstructions, storage, or combustibles from exits, aisles, corridors, and/or under stairways to ensure free exiting or access. SFPC 802, and NFPA 1012-4 _30 Unlock all exit doors whenever the building Is occupied by the public. NFPA 101 5-2 _3D install or repair emergency lighting and/or exit signs. NFPA 101 31-1.3 _015 Secondary exit door has an Improper lock.eadbolts shall not require the use of a key from the Inside of the building. Replace with thumb latch. NFPA 101 5-2.1.5.1 Ac/MD1/� 4ou,b/g-KEY 4e,.d6alz` eAa;,v loeK-touTk ex(T FIRE EXTINGUISHERS 4A Provide extinguishers) of a minimum rating. SFPC 603.3.1 _4B Mount fire extinguisher where it is visible and readily available, with the top no higher than 5 feet. NFPA 10 1.6 _40 Provide service and tagging (by a state licensed oompany)for all fire extinguishers annually. SFMRR 4A-21 _4D Fire extinguishers are not In proper working order. SFPC 603 HOUSEKEEPING AND STORAGE SA Secure and Identify compressed gas cylinders with product name displayed. SFPC 1503 5B Remove all storage from Air Conditioning Equipment and/or Elevator Equipment Rooms. NFPA 90A 2.3, 101 7 _5C Provide approved storage for flammable liquids. SFPC 904 _50 Combustible materials shall be orderly, separated from heat sources and a minimum of two feet from the calling. SFPC 502.3 _5E Trash chute Is not functioning properly, springs are missing, or fusible link is missing. NFPA 80 10-3 & 4 V Special Systems Inspection Report attached _v Other Attachments Compliance. date Reinspection date (2 1z (/ g NOTE: A FEE FOR 2ND RE -INS LL BE APPLICABLE TO THIS BUILDING IN ACCORDANCE WITH THE PROVdSIO F TXPI N COUNTY FIRE CODE. Recipient: Inspector: Ga a%_ J ID#—_3 1st Re -f ection: / t Inspector; 4D# 2nd Re -Inspection: / / Inspector; ID# INDIAN RIVE. :OUNTY DEPARTMENT OF EMERGAY SERVICES FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, FL 32960 Telephone: (561) 770-5121 FAX: (561) 770-5117 SPECIAL SYSTEMS INSPECTION REPORT Date: r /:ZD /�? File 0: f 2,3204 0 Type of Occupancy: F Type of Inspection 4 rq Occupancy: 914y 'F_5zaj Owner/Manager Xr 14Il/ 1r&a Occupancy Address: / 230 --Z V r4 % City. & Qo Zip ::WQ2Teiephone: 0-2' :Z ?:� VIOLATIONS AND CODE SECTIONS: FIRE SPRINKLER AND STANDPIPE SYSTEMS 6A Maintain access to standpipes, fire hoses, sprinkler valves and fire hydrants. SFPC 603.2 =6B Provide records to Indicate that system components are Inspected per. NFPA 25 1-9 schedule 8C Identify sprinkler and/or standpipe valve(s) with signs. NFPA 25 9-3 613 Control valves not secured In the open position. NFPA 25 9-3 6E Provide a minimum of (six) spare sprinkler heads and wrench to fit them. NFPA 25 2-4 6F Sprinkler system control vahres and other valves are not In the appropriate open or closed position. SFPC 603.2 803 Fire department connection Is not In satisfactory condition, coupting(s) not free, caps not in place, not aoosasible or vielbte. SFPC 603.16 6H Sprinklers shall be replaced that are painted, corroded, damaged, loaded or In Improper orientation. NFPA 25 2.2 61 Oocupant-Use Hose shall be service tested 5 years after Installation & every 3 years thereafter. NFPA 1962 2-3 6J An audible local alarm unit is not attached to the system. NFPA 13 2-9 & 14 3-7 8K A record tag has not been affixed to the system when serviced, tested, repaired, or Inspected. SFMRR 4A-46.041 FIRE PUMP SYSTEM 7A Inspect & test fire pump weekly and maintain records. NFPA 25 5-i 7B Pressure gauges are not provided or need repair at the fire pump. NFPA 20 2-5 7C Circulation relief valve for firepump Is In need of repair or replacement. NFPA 20 2-6 7D Emergency lighting shall be, provided in the fire pump room by fixed, battery-operated lights. NFPA 20 2-7 7E Fire pump and Jockey pumps shall have separate sensing lines of 1/2 Inch nominal size with no shutoff. NFPA 20 9-5.2 7F Fire pump Control panel Jockey pump not In proper operating condition. NFPA 20 FIRE ALARM SYSTEM 8A Fire alarm system components shall be tested, maintained, & Inspected using the Inspection & Testing Form In NFPA 72 7.5 8B Fire alarm system record log Is not being maintained and/or readily available for Inspection. SFMRR 4A-48 8C A record tag has not been affixed to the fire alarm control panel when serviced, tested, repaired, or Inspected. SFMRR 4A48 81) Drawings of the fire alarm system showing the location of each device in the system are not kept with the system log. SFMRR 4A-48 SE Building; address, owner & phone N, emergency contact person & phone N, Alarm Company & Phone N not posted at panel. SFMRR 4A- 48 eF Fire alarm control panel Is not properly operating. NFPA 72 603 Fire alarm devices are not properly located functioning. NFPA 72 COOKING FACILITIES 9A Inspect hood and duct fire extinguishing system over cooking equipment semi-annually. NFPA 96 8-2 98 Maintain a record on site of inspections and repairs for all fire protection equipment SFPC 603.18 _ 9C Automatic fire extinguishing system does not cover all cooking equipment properly In the kitchen. NFPA 96 7 913 Minimum 16 Inch clearance not maintained between deep fat fryer and surface flames from adjacent cooling equipment. NFPA 96 9-1 9E Clean grease laden hood, filters and/or duct system. NFPA 96 8-3 9F A recons tag has not been affixed to the system when serviced, tested, repaired, or Inspected. SFMRR 4A-46.041 GENERAL AREAS 10A Inspect & test generator and•mikintain Compliance date_6_12W NOTE: A FEE F9� 2ND RE -IN THE PROVISIOJ? FXH tat SFPC 603 Reinspection date 9 1:31 1 EL BE APPLICABLE TO THIS BUILDING IN ACCORDANCE WITH COUNTY FIRE CODE. IDN Items Corrected 2nd Re -Inspection / / Inspector IN Ry.pu, INDIAN RIVET )LINTY DEPARTMENT OF EMERGE : SERVICES FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, FL 32980 Telephone: (581) 770-5121 FAX: (581) 770-5117 Date S�l znl ` 917 File# 2 WOW INSPECTION REPORT ATTACHMENT r Page Compliance date h T !f Reinspection datej�j�99 NOTE: A FEE FOR 2ND RE- PEC O HALL BE APPLICABLE TO THIS BUILDING IN ACCORDANCE WITH THE PROVISI OF VER COUNTY FIRE CODE. Recipient:Inspector. (pk-373_ 1st Re -Inspection: / / Inspector: 2nd Re -Inspection: / / Inspector: IN *'M ;237©•-� RLY LOVING CARE, INC. dud, EDEN ESTATE Dan S. Elliott, Administrator 11-24-98 Indian River Fire Dept. 1✓it616W are 2 copies for 2 different plans for review. One for Eden Estate located at 1730 24th Street and the other for Eden Estate II located at 1728 24th Street. The second copy is for my records. These plans must be reviewed before I can submit my Disaster Plan to Emergency Management. Please advise as to the time I need reinspection for Eden Estate located at 1730 24th Street. If you have any questions or need to contact me for any reason, please give me a call. Thank -you, : I Aan S. Elliott Administrator 1730 24th Street • Vero Beach, FL 32960 • 561-770-2588 • E.C.C. License #8622 A INDIAN RIVE. )LINTY DEPARTMENT OF EMERGE Y SERVICES FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, FL 32960 Telephone: (561) 770-5121 FAX: (581) 770-5117 INSPECTION REPORT ATTACHMENT Date s 21 10IV File# a' 70 Occupancy Name E,49L 1&WANily6' aj&& is AS of S- a l - q 7"/ie FrE riz//�R�'t si.Es�GI 7rS /lty7 i iy Cit fl"" S6 --i- AVX aA16- 15Z� oohL wMm'so7eoIY W/17 -A ^ONO . els Page #( Compliance date 6 ! / 1VV ffff11 '/_. Reinspection date, i ' 1 /!Oy NOTE: A FEE FOR A 2ND RE -INSPECTION SHALL BE APPLICABLE TO THIS BUILDING IN ACCORDANCE WITH THE PROVISIONS OF THE INDIAN RIVER COUNTY FIRE CODE. t st 2nd Re -Inspection: / / Inspector. 4 T. IN 3 % S Inspector. STT ID# ' O X` y°- Indian River County {j Department of Emergency Services �, �� �,�`" Fire Prevention Bureau iFN s�Q►, Fire Inspection / Plan Review / Education / Fire Investigation November 03, 2003 Dan Elliott Early Learning Academy 1730 24a' Street Vero Beach, FL 32960 Dear Dan, In Regards to your Life Safety Inspection conducted on October 20, 2003, I am providing you with the requirements necessary to correct current violations. • Current local alarm system shall be upgraded to a new monitored system. L.S.C. 16.3.4.1 and SFMRR 4A-36.103 (b) • Current sprinkler system shall be monitored through new alarm system. L.S.C. 9.6.4 • System shall be inspected, tested and maintained with records kept on premises, NFPA 25. The items noted are local fire codes established by Chapter 633 of Florida Statutes. References to the codes are provided for each violation. Abbreviations used in references are as follows: • NFPA: National Fire Protection Association • LSC: Life Safety Code • SFf,.M: State Fire Marshals Rules and Regulations Violations are to be corrected in a timely manner, not to exceed 30 days from receipt of this report unless specific arrangements are made. For any further assistance, please do not hesitate to contact me at 562-2028 extension 3009. Yours for better fire safety, Peggy Parmenter Lt. Fire Inspector Fire Prevention Bureau 1500 Old Dixie Highway, Vero Beach, Florida 32960 (561) 770-5121 Fax (561)770-5117 Indian River County Vile Department of Emergency Services Fire Division i John King, Director of Emergency Services Ernest McCloud, Fire Chief Bureau Chief Dale Justice Battalion Chief Ed Prime Battalion Chief Dan Dietz Battalion Chief John Freeman Phone: (772) 562-2028 Fax: (772) 770-5117 Fax Cover Sheet Date: 6--A /70� Sent To: HA S Attn: SUg- Lds/ Fax #: 7 702- q s -7-3 26 7 From 47. One Cover Sheet Plus Pages = �2, Total Pages Comments: iA tS S 1') 0T= ffi4YE' �rI z - — oq l II y 4(e C u rre"y-/ t y .=nr -r�� process 6 F vPS�'�l'�� TAt 444R44 sysEM . --�V TS /'36EN 2> rA5g1jA j on l Indian River County Fire Division FIRC PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, Florida 32960 Office (772)770-5121 X3007 Fax (772)770-5117 Date '410-, ® „ A Flle Fire Alarm Spfinkler Systel Insurance Company Billing Code: INSPECTION REPORT IType of 11 Type City Ip Telephone Stories i Knox Box Fire Pump ergency Generator Hood Syste_i; '' Amount: Invoice #: NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. VIOLATIONS AND CODE SECTIONS: ADDRESS 1A Post 6 -Inch numerical address, which shall be visible from the street or roadway. NFPA 1 3-7.1 . _ 1 B Each bay/unit shall be identified by 4 -Inch letters or numbers, at the front & rear exits. Indian River County Code 951.07 1 C Key look box required. NFPA 13-6 ELECTRICAL _ 2A Discontinue extension cords used in lieu of permanent wiring. NFPA 1 6-1.5 _ 28 Circuits in electrical panels are not marked to indicate the area of service. NFPA 70 384-13 _ 2C Interior and exterior wiring shall be In rigid conduit. NFPA 70 300.4,5 _ 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70 110-12(a) 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70 110-26(a) 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70 370-25 _ 2G The use of multi -plug adapters are not allowed. Replace with UL approved type. NFPA 70 305-2 2H Wiring is damaged, replace or repair and protect as required. NFPA 16-1.2 and .3 _ 21 No storage allowed in electrical rooms. NFPA 70 110-26(B) (C) EXITS _3A Doors equipped with panicifire exit hardware shall have no other locks or latches that are not associated with the hardware. NFPA 101 7.2.1.7 3B Remove obstructions, storage, or combustibles from exits, aisles, corridors, and/or under stairways to ensure free exiting. NFPA 101 7.1.10.2.1 3C Unlock all exit doors whenever the public occupies the building. NFPA 101 7.2.1.5.1 3D Install or repair emergency lighting and/or exit signs. NFPA 101 4.5.7 _3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the Inside of the building. Replace with thumb latch. NFPA 101 7.2.1.5.1 FIRE EXTINGUISHERS ___4A Provide ,,,_extinguisher(s) of a minimum rating. NFPA 17-6.2 _4B Mount fire extinguisher where It Is visible and readily accessible, with the top no higher than 5 feet. NFPA 10 1-6.3/ 1-6.10 _4C Provide service and tagging (by a state licensed company) for all fire extinguishers annually. FFPC 4A-21.237 _4D Fire extinguishers are not In proper working order. NFPA 10 1.6.2 HOUSEKEEPING AND STORAGE _5A Secure and identify compressed gas cylinders with product name displayed. NFPA 101 9.1.1 and NFPA 54 5B Remove all storage from air conditioning equipment and/or elevator equipment rooms. NFPA 90A 2-3.10.5.2 and ANSI 17.101.2 =50 Provide approved storage for flammable liquids. NFPA 30 4-3, 4-4, 4-5 ,bD Trash chute is not functioning properly, springs are missing, or fusible link is missing. NFPA 82 3.2.4 Special System ���p tion Report Attached Other Attachments Compliance date � �m17 / � Reinspection date J I NOTE: A FEE FOR A 2ND RE -INSPECTION SHALL BE APPLICLE TO IS BUI I G IN ACCORDANCE WITH THE PROVISI DIAN RIVER COUNTY FIRE PREV INA -aa 4 _ __ II Recipient: Inspector: D#__j ( e spection: / ! Inspector—.ID# 2nd Re -inspection: / / Inspector: ID# rev3/02 �V�C "�► Indian River County «, ! Department of Emergency Services FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, Florida 32960 Office (561) 770-5121 Fax (561) 770-5117 SITE PLAN REVIEW 7�L JURISDICTICTION Indian River County PLAN # 2002- 7656 PENDING 51 DATE RECEIVED 7 OJECT # 02 -SP -1064C PROJECT NAM Elderlv Lovina Care &"V- 6}1"1 N TYPE City Site • • �kIiy �� - - - • : o. ARCHITECT ENGINEER Mosby & Associates SECTOR 058 SO. FT. ACRES REVISION 1 2 REQUIREMENTS PHONE # PHONE # 569-0035 OCC TYPE ALF INSPECTION ZONE North 3 4 The Fire Prevention Bureau has reviewed the plans relative to the above referenced project. Plans are subject to compliance per LSC 101, 2000 edition, applicable codes and standards adopted per NFPA #1, 2000 edition. There is no objection to adding the Adult Day Care use to this existing ALF, REVIEWED BY Capt. Jeffrey P. Digas DATE 8/1/02 FINAL INSPECTION DATE INSPECTOR Page 1 of 1 Indian river County Fire Division FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, Florida 32960 Office (772)770-5121 X3007 Fax (772)770-5117 INSPECTION REPORT Date '6-/ /8/ 6-57� FIIe,#7 ik Priority,_ Type of Inspection /"S Occupancy Name j A --A e A 0 Type Address 4 L 7 City V75— MID Owner/Manager Telephone Stories, Knox Box Fire Alarm Sprinkler System Standpipe Fire Pump Emergency Generator Hood System_ Insurance Company Billing Code: Amount: Invoice #: NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an Inspection of your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. VIOLATIONS AND CODE SECTIONS: ADDRESS _ 1A Post 6 -Inch numerical address, which shall be visible from the street or roadway. NFPA 1 3-7.1 1 B Each bay/unit shall be identified by 4 -inch letters or numbers, at the front & rear exits. Indian River County Code 951.07 1C Key lock box required. NFPA 13-6 ELECTRICAL _ 2A Discontinue extension cords used In Ileu of permanent wiring. NFPA 16-1.5 2B Circuits in electrical panels are not marked to Indicate the area of service. NFPA 70 364-13 20 Interior and exterior wiring shall be in rigid conduit. NFPA 70 300.4,5 _ 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70110-12(a) 2E Remove all storage within 3 feet of the front of the electrical panels. NEPA 70110.26(a) 2F Open wire splices require a junction or receptacle box with a cover plate. PA 70 370-25 2G The use of multi -plug adapters are not allowed. Replace with UL appr9vdd type. NFPA 70 305-2 2H Wiring is damaged, replace or repair and protect as required. NFPA 1 6-1.2 and .3 _ 21 No storage allowed in electrical rooms. NFPA 70 110-26(B) (C) EXITS _3A Doors equipped with panicAre exit hardware shall have no other locks or latches that are not associated with the hardware. NFPA 101 7.2.1.7 _3B Remove obstructions, storage, or combustibles from exits, aisles, corridors, and/or under stairways to ensure free exiting. NFPA 101 7.1.10.2.1 �3C Unlock all exit doors whenever the public occupies the building. NFPA 101 7.2.1.5.1 D Install or repair emergency lighting and/or exit signs. NFPA 101 4.5.7 _3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the Inside of the building. Replace with thumb latch. NFPA 101 7.2.1.5.1 FIRE EXTINGUISHERS 4A Provide extinguishers) of a minimum rating. NFPA 17-6.2 c�J 46 Mount fire extinguisher where it Is visible and readily accessible, with the top no higher than 5 feet. NFPA 10 1.6.3 / 1-6.10 1Provide service and tagging (by a state licensed company) for all fire extinguishers annually. FFPC 4A-21.237 _4D Fire extinguishers are not In proper working order. NFPA 10 1-6.2 HOUSEKEEPING AND STORAGE 5A Secure and Identify compressed gas cylinders with product name displayed. NFPA 101 9-1.1 and NFPA 54 "5B Remove all storage from air conditioning equipment and/or elevator equipment rooms. NFPA 90A 2-3.10.5.2 and ANSI 17.101.2 _SC Provide approved storage for flammable liquids. NFPA 30 4.3, 4.4, 4-5 _513 Trash chute is not functioning properly, springs are missing, or fusible link is missing. NFPA 82 3.2.4 Special Systems inspection Report Attached Other Attachments Compliance date -m /-oS— NOTE: A FEE FOR A 2ND RE-INSPECTJON SHALL THE P VISIO F J��ER COON Recipien tA e-inspe on: / ! 2nd Re -Inspection: rev3/02 Reinspection date r- I, BE APPLICABLE TO THIS B LDING IN ACCORDANCE WITH TY FIRE PR N N CE- Inspector: —ID# Inspector: ID# Inspector: ID# Ned May 18, 2005 Early Learning Academy 1730 24 ST Vero Beach, FL 32960 Indian River County Fire i cue Vero Beach, FL 32960 772-567-3160 Fire Prevention Violation Notice File (Occupancy)ID# 002370A An inspection (or plan review).of your facility on Wed May 18, 2005 revealed the violations listed below. ORDER TO COMPLY: Since these conditions are contrary to law, you must correct them upon receipt of this notice. An inspection to determine compliance with this Notice will be conducted on at / / If you fail to comply with this notice before the reinspection date listed, you may be liable for the penalties provided for by law for such violations. Violation Code Article Division Page Install/repair Emg/exit signs NFPA 101 4.5.7 Install or repair emergency lighting and/or exit signs. ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ X Buckner, Ellis (Electronic Signature) Inspector Occupant/Owner 05/18/2005 15:47 Page 1 Date 9 /z� Occupancy Name'_ Fire Alarn, Indian River County Fire Division FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, Florida 32960 Office (772)770-5121 X3007 Fax (772)770-5117 INSPECTION REPORT File # 7,390 '4 Priority -L Type of Inspection",500441 f= T .1'r C0C cl Type City 14M 4fw4f Zip IC,36Z Telephone 1-'70 -zz9s Stories- Z Knox Box Standpipe Fire Pump Emergency Generator Hood System Insurance Company Billing Code: Amount: Invoice #: NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an Inspection of your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. VIOLATIONS AND CODE SECTIONS: ADDRESS _ 1A Post 6 -Inch numerical address, which shall be visible from the street or roadway. NFPA 13-7.1 1 B Each bay/unit shall be Identified by 4 -Inch letters or numbers, at the front & rear exits. Indian River County Code 951.07 1C Key lock box required. NFPA 13-6 ELECTRICAL _ 2A Discontinue extension cords used In lieu of permanent wiring. NFPA 16-1.5 _ 2B Circuits in electrical panels are not marked to Indicate the area of service. NFPA 70 384-13 _ 2C Interior and exterior wiring shall be in rigid conduit. NFPA 70 300.4,5 _ 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70 110-12(a) 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70 110.26(a) 2F Open wire splices require a Junction or receptacle box with a cover plate. NFPA 70 370.25 2G The use of multi -plug adapters are not allowed. Replace with UL approved type. NFPA 70 305.2 2H Wiring is damaged, replace or repair and protect as required. NFPA 16-1.2 and .3 _ 21 No storage allowed in electrical rooms. NFPA 70 110-26(8) (C) EXITS 3A Doors equipped with panWire exit hardware shall have no other locks or latches that are not associated with the hardware. NFPA 101 7.2.1.7 38 Remove obstructions, storage, or combustibles from exits, aisles, corridors, and/or under stairways to ensure free exiting. NFPA 101 7.1.10.2.1 _3C Unlock all exit doors whenever the public occupies the building. NFPA 101 7.2.1.5.1 _3D Install or repair emergency lighting and/or exit signs. NFPA 101 4.5.7 _3E Secondary exit door has an Improper lock. Deadbolts shall not require the use of a key from the Inside of the building. Replace with thumb latch. NFPA 101 7.2.1.5.1 FIRE EXTINGUISHERS _4A Provide extinguiaher(s) of a minimum rating. NFPA 1 7-6.2 48 Mount fire extinguisher where it is visible and readily accessible, with the top no higher than 5 feet. NFPA 10 1-6.3 / 1-6.10 4C Provide service and tagging (bya state licensed company) for all fire extinguishers annually. FFPC 4A-21.237 _413 Fire extinguishers are not in proper working order. NFPA 101-6.2 HOUSEKEEPING AND STORAGE 5A Secure and Identify compressed gas cylinders with product name displayed. NFPA 1019-1.1 and NFPA 54 _5B Remove all storage from air conditioning equipment and/or elevator equipment rooms. NFPA 90A 2-3.10.5.2 and ANSI 17.101.2 _5C Provide approved storage for flammable liquids. NFPA 30 4-3, 4-4, 4-5 5D Trash chute is not functioning properly, springs are missing, or fusible link Is missing. NFPA 82 3.2.4 Special System Inspection Report Attached I Other Attachments omp!lance date / /D Reinspection date NOTE: A FEE FOR A 2ND RE -INSPECTION SHALL BE APPLICABLE TO THIS BUILDING IN ACCORDANCE WITH THE PROVISIOiN OF THE INDI IVER COUNTY FIRE PREVENTI RDIN N Recipient: inspector: D#�i_ R - nspection: / / inspector: ID# 2nd Re -Inspection: / / Inspector: ID# rev3/02 I Indian River County Fire Division FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, Florida 32960 Office (772)770-5121 X3007 Fax (772)770-5117 INSPECTION REPORT Date '�� / 0 File # 04 3 0�{Prlority Type of Inspection Q J�`�'� �a .0 Occup ncy Name �'ap kLjr-,y%wo�G Type i c.:r r Address 16011y_ Q� Fay Zip "SA f 6 0 Owner/Manager n.,.,✓ E /7, b Telephone 770- A2 9.S Stories � Knox Box Fire Alarm `� Sprinkler System Standpipe Fire Pump Emergency Generator Hood System_ Insurance Company Billing Code: Amount: Invoice #: NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an Inspection of your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. VIOLATIONS AND CODE SECTIONS: ADDRESS 1A Post 6 -inch numerical address, which shall be visible from the street or roadway. NFPA 13-7.1 —' 1B Each bay/unit shall be Identified by 4 -Inch letters or numbers, at the front & rear exits. Indian River County Code 951.07 I Key lock box required. NFPA 13-6 ELECTRICAL _ 2A Discontinue extension cords used in lieu of permanent wiring. _ NFPA 16-1.5 213 Circuits in electrical panels are not marked to Indicate the area of service. NFPA 70 384-13 2C Interior and exterior wiring shall be in rigid conduit. NFPA 70 300.4,5 _ 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70110-12(a) _ 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70110.26(a) 2F Open wire splices require a Junction or receptacle box with a cover plate. NFPA 70 370.25 T 2G The use of multi -plug adapters are not allowed. Replace with UL approved type. NFPA 70 305-2 r 2H wiring is damaged, replace or repair and protect as required. NFPA 16-1.2 and .3 _ 21 No storage allowed In electrical rooms. NFPA 70110-26(B) (C) EXITS _3A Doors equipped with panlc/fire exit hardware shall have no other locks or latches that are not associated with the hardware. NFPA 101 7.2.1.7 3B Remove obstructions, storage, or combustibles from exits, aisles, corridors, and/or under stairways to ensure free exiting. NFPA 101 7.1.10.2.1 _3C Unlock all exit doors whenever the public occupies the building. NFPA 101 7.2.1.5.1 _3D Install or repair emergency lighting and/or exit signs. NFPA 101 4.5.7 _9E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the inside of the building. Replace with thumb latch. NFPA 101 7.2.1.5.1 FIRE EXTINGUISHERS _4A Provide extinguishers) of a minimum rating. NFPA 17-6.2 _4B Mount fire extinguisher where it is visible and readily accessible, with the top no higher than 5 feet. NFPA 101-6.3 / 1-6.10 _4C Provide service and tagging (by a state licensed company) for all fire extinguishers annually. FFPC 4A-21.237 _4D Fire extinguishers are not in proper working order. NFPA 101-6.2 HOUSEKEEPING AND STORAGE _5A Secure and identify compressed gas cylinders with product name displayed. NFPA 1019-1.1 and NFPA 64 _5B Remove all storage from air conditioning equipment and/or elevator equipment rooms. NFPA 90A 2-3.10.5.2 and ANSI 17.101.2 �5C Provide approved storage for flammable liquids. NFPA 30 43, 4-4, 4-5 _bD Trash chute A(A" ot functioning property, springs are missing, or fusible link Is missing. NFPA 82 3.2.4 0 AAA gw r 7 tt) RZ iGil'f&" - / C7 00e tv air c- IMQ.d 10/921/ 1.JAtiU ideWsY' /5 keSYw-r 4 /1%E AlaffC i Special Systems Inspection Rol rt Attached Other Attachments Compliance date �'l ' � c� Reinspection date / / NOTE: A FEE F A 2 D R - SP TION SHAL BE APPLICABLE TO THIS BUILDING IN ACCORDANCE WITH THE PROVISI E 101 RIVER COUNTY FIRE PREVENT INANCE. Recipient: C Inspector: r ID# 1st e- nspection: / / Inspector: ID# 2nd Re -Inspection: / / Inspector: ID# rev3/02 0�� a +* 6 Indian River County Department of Emergency Services PREVENTION FIRE BUREAU PLAN REVIEW �. 0 1500 Old Dixie Highway, Vero Beach, Florida 32960 FIRE PROTECTION Automatic Sprinkler WYES Hazardous Class Fire Alarm System © YES Alarm Class Local/Monitored Hood Ext. System ® YES Fire Pump ® YES Standpipe ® YES Other 24 HOUR NOTICE IS RfqUIRED ON ALL INSPECTIONS REVIEWED BY Capt. Jeffrey P. Di s DATE 2/2/2004 REVISION 1 2 3 4 REVIEWER FINAL INSPECTION DATE 6-01-0Y L y INSPECTOR L r. COMMENTS / REQUIREMENT The Fire Prevention Bureau has reviewed the plans relative to the above referenced project. Plans are subject to compliance with the Florida Fire Prevention Code.These plans are released as reviewed. No attached requirements. Page 1 ofA t Office (772) 562-2028 X 3007 Fax (772) 770-5117 JURISDICTICTION Indian River County PLAN # 9210 PENDING Fal DATE RECEIVED 1/9/2004 FP FILE # _ A370 A_ PROJECT # n/a PROJECT NAME Early Learning Academy BLDG DEPT PERMIT # 2004010244 LOCATION 1730 24th St CONTRACTOR Absolute Protection PHONE # 770-0111 ARCHITECT n/a PHONE # ENGINEER n/a PHONE # GRID BLDG SIZE PLAN TYPE Fire Alarm BLDG HEIGHT # STORIES 2 OCC TYPE Day Care CONSTRUCTION TYPE INSPECTION ZONE North FIRE PROTECTION Automatic Sprinkler WYES Hazardous Class Fire Alarm System © YES Alarm Class Local/Monitored Hood Ext. System ® YES Fire Pump ® YES Standpipe ® YES Other 24 HOUR NOTICE IS RfqUIRED ON ALL INSPECTIONS REVIEWED BY Capt. Jeffrey P. Di s DATE 2/2/2004 REVISION 1 2 3 4 REVIEWER FINAL INSPECTION DATE 6-01-0Y L y INSPECTOR L r. COMMENTS / REQUIREMENT The Fire Prevention Bureau has reviewed the plans relative to the above referenced project. Plans are subject to compliance with the Florida Fire Prevention Code.These plans are released as reviewed. No attached requirements. Page 1 ofA t ABSOLUTE PROTECTION TEAM BURGLAR • FUiE • CCTV • ACCESS CON'rwi. • INTIMCOM • VAC Record of Com; Name of Protected Properly:_ �.1�,—C3 c. r k -.h Address: r' n✓`� e Rep. of Protected Prop. (name/plione): Aulhorily l-laving.lu►Isdiction: Address/Phone Number: 1. Type(s) of System or Service ______NFPA 72, Chapter 3 — Local It alarm is transmitted to localion(s) off premises, list where received: C- 5 9 jv-km h--�. , a —__,__NFPA 72, Chapter 3 — Emergency Voice/Alarm Service Quantity of voice/alarm channels: Single: _ Multiple: —_ Quantity of speakers installed: ^, Quantity of speaker zones: Quantity of telephones or telephone jacks Included In system: _,___NFPA 72, Chapter 4 — Auxiliary Indicate type of connection: Local energy: Shunt: _ Parallel telephone: _ Location and telephone number for receipt of signals: __.• NFPA 72, Chapter 4 — Remote Station Alarm: Supervisory: NFPA 72, Chapter 4 — Proprietary If alarms are relransmIlled, to public fire service communications center or others, indicate location and telephone number of the organization receiving alarm: Indicate how alarm Is retransmitted: UNFPA 72, Chapter 4-- C—e— ntrat Station The Prhne Conlraclor: Ci µ5 Central Station Location: k-0,,� vJ a,9 I �' Always There! 4320 US Hwy. 1 • Vero Beach, FL 32967 Phow (561) 770-0111 • 1 -888 -784 -TEAM (8326) • Fax (561) 770-3375 License #: E 0000252 BEST AVAILABLE COPY 1.7 Documentation 45 4. Alarm -Initiating Devices and Circuits (use blanks to indicate quantity of devices) MANUAL (a)___, Manual Stations ,C!>/—_ Noncoded, Activating' Transmitters Coded (b) Combinalion Manual Fire Alarm and Guard's Tour Coded Stations AUTOMATIC Coverage`: Complete: Partial: (a) 7 Smoke Detectors Ion Coe Photo (b) _ Ducl Detectors Ion Photo (c) Heat Detectors FT RR _ FT/RR RC (d) _T� Sprinkler Walerliow Switches: _ Transmitters %C/_ Noncoded, Activating Coded (e) Other (list): 5. Supervisory Signal-Inlllaling Devices and Circuits (use blanks to Indicate quantity of devices) GUARD'S TOUR (a) Coded Stations (b) _ Noncoded Stations, Activating Transmitters (c) Compulsory Guard Tour System Comprised of Transmitter Stations and Intermediate Stations NOTE: Combination devices recorded under 4(b) and 5(a). SPRINKLER SYSTEM (a) _ Coded Valve Supervisory Signaling Attachments Valve Supervisory Switches, Activating _ Transmitters (b) Building Temperature Points (c) Site Water Temperature Points (d) ---------r_ Site Water Supply Level Points Electric Fire Pump: (e) ,... _ ____„•__• Fire Pump Power (1) _ Fire Pump Running (g) •� Phase Reversal Engine -Driven Fire Pump: (h) Selector in Auto Position (1) _ Engine or Control Panel Trouble Fire Pump Running Engine -Driven Generator: Selector In Auto Position p) Control Panel Trouble (m) Transfer Switches (n) Engine Running Olher Supervisory Function(s) (specify): Figure 1-7.2.1 Continued NATIONAL FIRE ALARM CODE HANDBOOK BEST AVAILABLE COPY 46 Chapter 1: Fundamentals of Fire Alarm Systems 6. Alarm Notification Appliances and Circuits Quantity of hidicating appliance circuits connected to the system: Types and quantities of alarm indicating appliances installed: (a) Bells Inch (b) _ Speakers (c) _._,_ Ilon►s (d) dd Climes (a) --1 — Other:. ! ''+" _', (1) _ ___. Visual Signals Type: 01�1w111► audible 1 w/o audible (g) __ 1 _ Local Annunciator 7. Signaling Line Circuits Quantity and Style (see NFPA 72, Table 3-6) of sigiralln ilne circuits connected to system: Quantity: _ � Style:___ _ 6. System Power Supplies (a) Primary (Maln):Nominal Voltage: Overcurrent Protection: Type: __ J J 4k-5—current Rating: Current Rating: _ Location: (b) Sggondary (Standby): Storage Battery: Amp -Hour Rating �-to" WNP Calculated capacity to drive system, In hours: CX 24 60 Engine -driven generator dedicated to lire alarm system: Location of fuel storage: (c) Emergency or Standby System used as backup to Primary Power Supply, Instead of using a Secondary Power Supply: Emergency System described In NFPA 70, Article 700 Legally Required Standby System described in NFPA 70, Article 701 Optional Standby System described In NFPA 70, Article 702, which also meets the performance requirements of Arlicle 700 or 701 9. System Software (a) Operating System Software Revision Level(s): (b) Application Soltware Revision Level(s). -- Figure 1-7.2.1 Continued — - NATIONAL FIRE ALARM CODE HANDBOOK E 34q, 55 BEST AVAILABLE COPY 1-7 DocumeMalion 47 Frequency of routine tests and Inspections, It other than In accordance with the referenced NFPA slandards(s): iyslem dsWaUous ►rom the relerenced NFPA standard(s) are: L (signed) for Central Station or arm Service Company little) Upon complellon of Iia syste (s) satisfactory lest(s) witnessed (if required by Iia authority having jurisdiction): (date) (signed) for Central Station or Alarm Service Company (title) (dale) Figure 1-7.2.1 Date /Z- / / Occupancy Name Indian River County Fire Division FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, Florida 32960, Office (772)770-5121 X3007 Fax (772)770-5117 I INSPECTION REPORT 0/2- 40/0 /240/0 15 _____..­.__ _ _ _ . .r _. _1 Billing Code: Amount: Invoice #: Knox Box Hood Syst�Ade-S. NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an Inspection of your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such Violation. VIOLATIONS AND CODE SECTIONS: ADDRESS _ 1A Post 6 -inch numerical address, which shall be visible from the street or roadway. NFPA 13-7.1 _ 1 B Each bay/unit shall be Identified by 4 -inch letters or numbers, at the front & rear exits. Indian River County Code 951.07 _ 1 C Key lock box required. NFPA 13-6 ELECTRICAL 2A Discontinue extension cords used in lieu of permanent wiring. - NFPA 16-1.5 2B Circuits in electrical panels are not marked to indicate the area of service. NFPA 70 384-13 _ 2C Interior and exterior wiring shall be in rigid conduit. NFPA 70 300.4,5 _ 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70 110-12(a) _ 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70110-26(a) _ 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70 370-25 _ 2G The use of muki-plug adapters are not allowed. Replace with UL approved type. NFPA 70 305-2 _ 2H Wiring is damaged, replace or repair and protect as required. NFPA 16-1.2 and .3 _ 21 No storage allowed In electrical rooms. NFPA 70 110-26(5) (C) EXITS 3A Doors equipped with panic/firs exit hardware shall have no other locks or latches that are not associated with the hardware. NFPA 101 7.2.1.7 3B Remove obstructions, storage, or combustibles from exits, aisles, corridors, and/or under stairways to ensure free exiting. NFPA 101 7.1.10.2.1 _3C Unlock all exit doors whenever the public occupies the building. NFPA 101 7.2.1.5.1 _3D Install or repair emergency lighting and/or exit signs. NFPA 101 4.5.7 _3E Secondary exit door has an Improper lock. Deadbolts shall not require the use of a key from the inside of the building. Replace with thumb latch. NFPA 101 7.2.1.5.1 FIRE EXTINGUISHERS _4A Provide exttnguisher(§fof a minimum rating. NFPA 17-6.2 46 Mount fire extinguisher where It Is visible and readily accessible, with the top no higher than 5 feet. NFPA 101-6.3 / 1-6.10 _4C Provide service and tagging (by a state licensed company) for all fire extinguishers annually. FFPC 4A-21.237 _4D Fire extinguishers are not in proper working order. NFPA 101-6.2 HOUSEKEEPING AND STORAGE _5A Secure and identify compressed gas cylinders with product name displayed. NFPA 1019-1.1 and NFPA 54 _5B Remove all storage from air conditioning equipment and/or elevator equipment rooms. NFPA 90A 2-3.10.5.2 and ANSI 17.101.2 5C Provide approved storage for flammable liquids. NFPA 30 4-3, 4-4, 4-5 _5D Trash chute Is not functioning properly, springs are missing, or fusible link is missing. NFPA 82 3.2.4 Special Systems Inspe port Attached YC Other Attachments Compliance date / I 0 -K-. Reinspection date C / / /® NOTE: A FEE FOR A 2ND RVICJ NS SHALL BE APPLICABLE TO THIS BUILDING IN ACCORDANCE WITH THE PROVISIONS OF THE INDIAN RIVER COUNTY Recipient: list Re -inspection:/ / 2nd Re -inspection: / / rev3/02 FIRE PREVENT ion ORDIP CE Inspector: ' tD#_ Inspector: ID#�_ Inspector: ID# MAR. -20' 97(TMU) 15:03 IRC PIF )EPT # TEL:407; 117 BEST AVAILABLE COPY TRANSACTION REPORT Transmission Transaction(s) comPleted NO. TX DATE/TIME DESTINATION 410 MAR. 20 15:03 DURATION POS. RESULT MODE 561 433 2692 0° 00' 32" 002 OK N ECM P. 001 ( Indian River County ,� a • Board of Courtly Commissioners Peparlmeni of Emergency Services 104025th Street, Vi7o nellch, tbritla - •- " _- . _, . 329621 �•-----•—�...._ .. ...... , ..._.._......_ DOUGLAS M. IMIGHTV pl�Gs oA OTIS BUM"88 r F118 CHIEF Battalit5h Chief Loss<ep Battalion Chief Hapeai Battalion Chief McCloud Bureau Meta Adminisrtrativesecreta ='y Paula Cannan PACSIMILB Copy COVEM gp88T FACSIMILE COpr" RUHUR (487) 770-5117 tt Oates 1 Office Phone (407) 862-2028 FirG pxeVOlntion (407) 770-9121 Fax to #1 ~ 4A Co -- AttntCr, Q March 6, 1997 Indian River County Board of County Commissioners Department of Emergency Services 1840 25th Street, Vero Beach, Florida 32960 Mr. Dan Elliott Eden Estates 1730 24th St. Vero Beach, FL 32960 Note: Small facility, fire sprinklered per NEPA 13R Dear Mr. Elliott: A fire safety inspection was conducted today at your facility and 1 am pleased to state that no violations were cited. Thank you for your cooperation in making our community a safer place to live. If the Fire Prevention Bureau may be of further assistance in the future, please do not hesitate to contact our office at 770-5121. Yours for better fire safety, r ;le rey P. Diggs Captain/Fire Inspector Fire Prevention Bureau Division of Division of Division of Emergency Medical Animal Control Fire Services Services 567-8000 562.2028 567-8000 - Ext. 446 Ext. 217 SUNCOM 224-1444 FAX (561) 567-9323 Division of Emergency Management 567-8000 Ext. 444 FIRE, SAFETY & EVACUATION PIAN FOR EDEN ESTATE AN ASSISTED LIVING FACILITY ��30 .Zv'4 ST V£ro gta.c`` l ��I Administrator: Dan S. Elliott Prepared by: Dan S. Elliott Date: 11-15-98 FIRE DEPT. Indian River County Fire Prevention Bureau Date: Iz-;K_O O Reviewer: _ PLA REVlE ED r FIRE SAFETY AND EVACUATION PLAN MANUAL PURPOSE: This manual ha's been prepared to provide information and instructions on fire safety and evacuation procedures for the staff of Eden Estate , an Assisted Living Facility. The administration of every Assisted Living Facility shall have, in effect and available to all personnel, written copies of a plan for evacuation to areas of refuge and for evacuation from the building as required by NFPA 101A 5-5.2.1. All employees shall be periodically instructed and kept informed with respect to their duties under the plan. A copy of the plan shall be readily available at all times. A map of the facility is provided in the back of this manual showing all designated fire exits, fire extinguishers, and pull handle fire alarms. Also provided is a map of designated safe meeting points outside the facility. It is the responsibility of each and every staff member to review this material and be prepared in the event of a fire drill or fire emergency. Wx FIRE SAFETY AND EVACUATION PROCEDURES FIRE DRILLS: Fire exit drills in Assisted Living Facilities shall include the transmission of a fire alarm signal and simulation of emergency fire conditions. Drills shall be conducted monthly to familiarize facility personnel with signals and emergency action required under varied conditions. For Assisted Living Facilities, the proper protection of patients requires the prompt and effective response of health care personnel. The basic response required of staff shall include the removal of all occupants directly involved with the fire emergency, transmission of an appropriate fire alarm signal to warn other building occupants and notify the fire department, confinement of the effects of the fire by closing doors to isolate the fire area, and the execution of those evacuation duties as detailed in the following pages. I. USE OF ALARMS The fire alarm system is activated by smoke detectors located in each bedroom, the office, and family room. Pull stations are also located in facility at 4 exits along; with 4 extenguishers. II. TRANSMISSION OF ALARM TO FIRE DEPARTMENT The fire alarm system in this facility does not automatically notify the fire department. A staff member MSLst_ cgill 11911" to noti y the fire department in the event of an emergency. i FIRE SAFETY AND EVACUATION I. MEANS OF EGRESS: Every required exit or exit access shall be continuously ,maintained free of all obstructions or to provide instant use in the case of fire or other emergency. Corridors shall be completely free of any obstacles. II. EQUIPMENT MAINTENANCE AND TESTING: Any equipment requiring test or periodic operation to assure it's maintenance shall be tested or operated as specified. All equipment requiring periodic test and operation is the responsibility of the owner/operator. This includes the fire alarm system, emergency lighting, air conditioning and heating system, elevators and generator. III. FURNISHINGS: Furnishings or decorations of an explosive or highly flammable character shall not be used. IV. NO SHORING: A NO SMOKING policy is effective for the facility except where designated. The designated smoking areas are outside .at front sitting area and at patio adjacent to parking area. RESPONSE TO ALARMS Following is a description of position responsibilities that will play an important role in responding to the fire alarms. FIRE MANAGER RESPONSIBILITIES: Upon activation of the fire alarm or indication of fire; 1. Remove any occupant in immediate danger from the fire and close the door to the room containing the fire. 2. Activate the fire alarm (if needed) and call '111' for the fire department. 3. Attempt to extinguish the fire only if it is within the capabilities of a portable fire extinguisher. 4. Continue evacuation to nearest exits, closing sleeping room doors as residents exit them. 5. Insure that all residents leave the building and report to designated safe area. 6. Advise first arriving fire department personnel of two things; 1. location of the fire 2. number of persons inside the facility M" RESPONSE TO ALARNS SUPPORT STAFF RESPONSIBILITIES: Assist fire manager in the following areas as requested; 1. Be available to call 11911". 2. 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Total the "promptness of response scores" ror the shin rated. Promptness of hesponee Scores Alarm Effoellveness Staff Avallabllltr Assured Not Asswo-i Stanor a asleep is 2 avvoolleMat'Iy 20 2 avail 'Islas by 20 10 (For use with NFPA 101A-109MFPA 101.1094) Scereshest 0.29 Staff Scores $1111111HemPromptness of capons* score 0 1 sib" shin !leers Total , a(y -, I Irorusa wNh NFPA 101•-10osnuFPA tn1-11kQ41 —__J t EVACUATION CAPABII.IIT DITERMINK11ON FOR BOARD AND CARE OWUPANCtEB 101A- I9 FORM I -IC TOTAL RESIPBNT EVACUATION ASSISTANCE SCORE 1. List each resident's name on Scoresbeet 54C. Use a separate scoresheet for each :one being rated. the ad.,itiun.d scoresheets for a Isrge number of residents. 2. Enter the score from each Form 6.113, which was completed for each resident. 8. Total the scores for all residents In the fscillty or zone being rated. as avoronriate. ;For use V th NEPA IOIA-I99BMFPA 101.1991) Ll I a tgt5 rdlgnn setxasAN11R1C ' nesident Beers* ""Wenri mama Eve*. Asslsl. sear, - •A U w &--A 4, c l,, c.t,, G C o V-eu-"K u,t„rn. Z lvaousthn Asslslsnes Scora Total ;For use V th NEPA IOIA-I99BMFPA 101.1991) Ll I a tgt5 rdlgnn 'IUTA-90 A1.7'tiRNK17V6 APPRtL►CIIYS 71D LIFY t3AFE7'Y FORM 5.2 SIAM 1 mTAFP B 1••.uilitr Isle a moults Evaluator Zorte Stag' 5hili: Fro,,, Dd1e To TI.Mt b 6 pa arm fimma out we OM6CI1LIiT ♦!A $TAFF RIVOWE AM TAA MW YEO NO prot�ptl� batte4 b q *=emgW*:?! of WN rtMtnben cpwld.nd b Ihb aWiO Mw ownF6/1 T x a b j gU.w � Qa"MoM+ IM ktdhAco�y evl►awtlon +wady al tach / gm ar =Z.aP a b Ok' tp "1 p q In ttw ovaa"m of wary I / pnmlgatl. Baa �S:! •,te a) -era r4*od b be in IM bay tMtart en dull. Wopl u Al Iaw11R Nn ddw ware OMhwW dl4V tM proviaw year. (8N Q•ti j81 sxaprlarr l AN Nonw moat aoora •Yes• owaa procao". IFa uss with NFFA IOIA•10*WPA lul•IOW) Is" EWt on � -'13 A. IKI IVE APPROACHES TO WFE SAFETY BEST AVAILABLE COPY At 3.1 SIDE ! WORKSIIERT FOR RATING RESIDENTS steed Sections 5-3 and $-4 berore filling out this form. Base ratings on commonly observed exampics or Ixxrr prtfiir rnkrrrt r . 0-11A RoUng On Roe~ on the Risk Factors lisle the resident on each of On factors below by checking ere one ckdo for each risk lector Out best describes Ore resident. Fa the first stir factors, write On scores for the circles ehseked in On appropriate score boxes In Ore ler tight column. For 'Response to Fire Dills,' write On Ow" chocked scares In the large dreles. Write the sum of the three *cores In the big* box on the rtOM. , scars pp���� sexes 1. hist of virRisk Resistance a sol tanncce storiol es Resistance RR1l ItCheckan1wonal 1 O O.r.,.a�a .cere:2tf /lJI I 1 eked ggeO- slow Needs United Needs Full E�ij es vecuian Prcmpt Waft O /Needs Full Assistance Assistance or very Stow (Chock only one) Q score■o 0 eoae03 O .oae■e O soa..20 Ill. knPpeked ConackKa ase IV. Need for Extra Help sgnMeara Fop NOn"e s1a0Most In = b I k»strue late VI. we" e to nn "me■0 D a To Yee 0.cae•0 O.oa..�o E�ij es vecuian Prcmpt ANeedssLL"od horn 2 sIM /Needs Full horn�I sit Oacere■o , Oe001e•30 O ocaed0 v evoNvmm Requires ��orsible _�"� hout guidance Rs Yes Osoore4 O 9cae010 Chooses std Complelee sack•up Slntepy Not Probable Oscore■0 �.-v. v■. w.0l nrrn rviovivOWmrrm rVr-vvvgl frill Ddermhlln0 go Reeldatl's Overall Used for Asoldeties Compere the msnbae in The seven *cote box" pled In. lake on hlpina! soca hem the scare buss and write 4 In firs box d are W 8cae (For use with NFPA IGIA•1095MFPA 101.1004) 1998 tEdlllon Yee No VII. Response Fe E�ij es vecuian Prcmpt Oacere■o , O ecce■6 hout guidance Yes No or advice Chooses std Complelee sack•up Slntepy Iron $talq O sco1e00 O score=4 Yes No R�� at Designated ll1 O O ecore•0 ecotone �.-v. v■. w.0l nrrn rviovivOWmrrm rVr-vvvgl frill Ddermhlln0 go Reeldatl's Overall Used for Asoldeties Compere the msnbae in The seven *cote box" pled In. lake on hlpina! soca hem the scare buss and write 4 In firs box d are W 8cae (For use with NFPA IGIA•1095MFPA 101.1004) 1998 tEdlllon BEST AVAILABLE COPY MXi ME APPROACHES TO WFE SAFE'L'Y roto 9.1 SIDE ! WORKSHEET FOR RATING RESIDENTS dead Sections 3.3 and 5.4 before filling out this form. Base ratings on commonly observed examples of Ptxhr Pei franlxnu•. 54A Ra11n01M Real"M onto fth lectors Flare On reslderd on each of In Iaoiois below by checki ng the one circle for each risk lector Ool bell describes Ore resident. For IM first six loddre, wtae the •cora for the circles checked M On sWopilate store boxes in the lar eq% bolumo. For ltogmso to Fire OrIMe,' write ft Orrep chocked scores In the targe clydes. Wree Ow sum of the Ouse amore* In the lupe box on1M #Wd. Baore RR*o� pp�Idki Boxes �ealslaece M ReaMarnceRale, 8=11 ICh&* rnlw end I () Jh I () ..y —. 1 J rrmr.-M I In i�rt efr•d So". tartlig slow AssbAsstetenoe Need:o]4 Needs Full or Very slow 0 "memo (Cheek arb eM) eoore=0 s0ae•3 0 l score -20 (Check only orial Ippaired CaisWorensse 8lpneloanl Risf� Yes khpak•d lC heck one) 0 "memo 0 •care=O 0 eoorean /N�seeNeds LFUN ban r 18 '.O Eidri 1tNp Mod gonwe ANeeds United home (Check only orial 0 aoare=0 0 41eae=30 0 soore•/0 p�aldy�eryove pon Indnreeflo °o a to IrttlnlcOao supsrollows i�Non Cheats one) 0 80010-1 0.001.0 Not R"po,xlhl 0 score -lo ` �� Ro no to tm ProbebN� Nos atilt (Clock any one) 10 soare.0 10 score■9 IFOr use wim MrVA 101A-IVVW UFPA 101.19941 FIS Oetermtn" Ba ReaMenf* OvmN Need faAedduioe Compere pis ntsnbere hthe seven wore boxes Anted In, Take One hW" ecce from the Stas rhes score box" and write A In Ow box ci M rlgM. (For use with NFPA tOfA•1999MFPA 101.1904) 1995 Edeton Yes No VII. Response to Fks Me Militia and Compleles Evemallon Promo" • � st:as=o etas=0 CMVWA Yes No advice Chooses pard Completes Back-up Iegy florin sl.e) 0 scoreve 0 score=1 Yes No ihxnon d Deslgnaled 0 0 score -0 score=9 IFOr use wim MrVA 101A-IVVW UFPA 101.19941 FIS Oetermtn" Ba ReaMenf* OvmN Need faAedduioe Compere pis ntsnbere hthe seven wore boxes Anted In, Take One hW" ecce from the Stas rhes score box" and write A In Ow box ci M rlgM. (For use with NFPA tOfA•1999MFPA 101.1904) 1995 Edeton r�, At'CLj - } ''AS A AVE APPROACHES 1*0 Lift &AWV1Y BEST AVAILABLE COPY �8 40f 114 SIDE ! WORKSIIERT FOR RATING MIDP•NTS Rend Sections 5.3 and 5.4 before filling out this form. Base ratingi on commonly observed eaamples of prirrr per fill m:uat e. 11-11A Rating the Resident on Mie Rlsk Foclate Rats the resldord on *sell of the ledors below by ehool ft the one drele for each Ask factor that best describes the rsskisnt. For the Oral six lectors, wake the scores for the cirdes chocked in On appm pilots score boxes In Ills for right bolumn. For 'neeponse to Fir* Bills., wr is Ow three checked scores In the forge codes. Wake the sum of the rase *cores In the targe box on the right. 1. Rlak of MkrMnal pisk of Mild�IaII of Strong Resistance FM* Resistancesaetance iChock oniv oral 1 O wnff&.a O.ti,..'.e 1 0 smaa=20 I Pill trod ootmy $gav- starting slow Needs Unked Assbtence Needs Full Asslatance or Neeft FW from Stall 1 Pradaot*e Nolle Very Slow (Check only ons) 0 score.0 0 smoull O soore•0 0 sowe.20 111. ImmppaIt" Conselousnsss Need •or ra HOW Noe sI Most Gana Is km� T�om%d 0swo.4 o.core.2g Ne�edps yL�"od Neeft FW from Stall V. leek capons* to instructions lqk Pwvwm (Check only on0) O eeore•1 08=04 na� so n to A Pradaot*e Nolle (mak a* a+) O etore•o O scora•A score■lo troy use venin MPFA IYIA•IeeO/PlFPA 101•leel) $4111 Determining the ft*sidWe Overall Need for Assistance 0 r suum ® =11 _ EEvacuator box i and of I In the bso dor boxes INNd In. Take the hghW soots from the A�asmance score (For use with NFPA 101A-1990/"FPA 101.1994) 1995 Ed tion Beore Boxes El Yes No fVoilt�'k+�e ' �aaiiMo�n pro�mp 1j � Qetxxe=0 • 0 score=9 (without grLMonnte Ya No advice see�t'.empNta up 8tretepy *ism O scorsao O score=1 Yes No emalns at Designated Ot►eat*=0 O Beore=0 troy use venin MPFA IYIA•IeeO/PlFPA 101•leel) $4111 Determining the ft*sidWe Overall Need for Assistance 0 r suum ® =11 _ EEvacuator box i and of I In the bso dor boxes INNd In. Take the hghW soots from the A�asmance score (For use with NFPA 101A-1990/"FPA 101.1994) 1995 Ed tion Beore Boxes El 's 'NA'liV9APPROACHESIYJLIFLSAFETY BEST AVAILABLE COPY Rra15.1 SIDE ! WORKSIMPT FOR RATING RESIDENTS Read Sections 5.3 and 5.4 before filling out this form. Baas ratings on commonly observed examples of prxrr pe►fi+Hmim r•. 0-11A Rating the Reeldent on this Risk Factors Pale the resident on each of Itis Isclors below by checking She one circle for each risk (actor that best deserlbes 8a ►esldsnl. For the lhel six taoto►s. write the scores for the circles chocked In the appropriate some boxes In Itis for right f k#nn• For 'ltaspofts to Fire Oft' write 9►e two* checked scores to the large circles. Write the sum of the Rua scores In the large box on the right. ' care p1sk p axes Resistance�oRI* Resistance Resistance (Check oniv anal 0 amma.A I () a�a.rr 1 `J aamaa20 II, �mDeked h all. slertirq slow Needs lknited Assistance Needs Fug Vilates end Completes Evecuatlon PrompMy � e or 0 0 slow (Check only am) 0 sco►.•o0 scores3 0 socres9 0 soores20 k eked C No s"n"'c" Consciousness Rlek (Check orq one) 0 eooreso VN4ed for Needs Post Ira Help Ona etall (Cheek only oris) 0 $Gm" I istRnrcNoni a 10 ' �ih�udsl VI• Waking Rappones to rm Aburn adlaw 0 scones Needs Limited ham 2 eta 0 somsaw samise upervision 0 W"0011 0 score.3 PrecOaeNe Molrebeble 0 somes0 0 somas$ kmpa9ed 0 .oere.ZO Needs Full frolsbusco m Q Staff soore•10 gum of O O et owes . I- 1VV-]VV-qj 6.10 tMormining Ow Raldent's Overall Need for Assldmioe Compare the members In the sewMeteh ann score boxes d Take Bre etxne from the so" ual fivs star n some boxes d wills R In the box at the ftK (For use with NFPA 101A-1095INFPA 101.1900 ION edmron s Yes No Vil. nesponse to Fire Oft Vilates end Completes Evecuatlon PrompMy 0 0 WAN", scores9 (without guidance Yes No advice Choose# erg Completes seek -up stralow from etell) 0 ecoreso 0 score -4 Yea No 1f4emalneodIee�.ted 0 scoreso scores$ gum of O O et owes . I- 1VV-]VV-qj 6.10 tMormining Ow Raldent's Overall Need for Assldmioe Compare the members In the sewMeteh ann score boxes d Take Bre etxne from the so" ual fivs star n some boxes d wills R In the box at the ftK (For use with NFPA 101A-1095INFPA 101.1900 ION edmron s I al4a.-1 r- 455 t e4t --- vBEST AVAILABLE COPY ,; . ' e INXI M APPROAGIILS TO UFc SAMI T rear 8.1 SIDE f WORKSHEN.T FOR RATING RESIDENTS Read Sections 5•3 and 5-4 before tilling out this form. Base ratinge on commonly observed examines of liour petftu rieua v. e•IA RadnO Ow Resident an do Risk Factors Pala the resident on each of the factors below by shocking the one circle for each risk lector that best describes die resident. For Nr. list 1141 lectors, wrhe the scores for the circles checked In the approprlele score boxes In the lot right toiumn. For on ssppo�lo Fite Oras,' write the dins. checked scores In the farge circles. Wine the tum of the Vitae scores In the large box I. 1l�mmck ppekod gg0�qq slow Needs limned i. Risk of Resislance Minimal Risk Risk of MIM Disk of strong Assistance Assistonce or Vvery Blow Resistance R.elslonce 1 !Check onkv oriel O .cer..n ` smwn.a l ) amrt+.20 I. 1l�mmck ppekod gg0�qq slow Needs limned Needs Full N BisAitrp `N 0 Boor* -M Needs Full Assistance Assistonce or Vvery Blow (Cheonly one) .omowo sews -3 0 sew"0 .00re.ZO ti.Impaired con11cuess No � Partially kivNm a impavod �n (Check only one) 0 adore g 0 score -6 `N 0 Boor* -M Needs Full I�Vne_ed or �p 0e.d�.t Mosl ell Needs Llmh.d 0 $core■e .. a � :n � a slow ,Check anti oM am" 0 •cor..10 0 "won" .a RCan e fn11ptr Buell!" a to lots UU"f • o"OIratbiar 8upen�11lor► 0 scoreso 0 0 Alit R. 0 (Check WV ens) ecote•l 0=44 acore+l0 • Repppoansoo 0-81"2l20, Nof la to Alarm 0 0 (Check wily ono) o am" 0 scors•6 lurk Mow WIND nrrn ►V /A•111WnrrA iVI.Ivvq) tbls DelvadnIng Ow Reeldenhe Overall Need for Aseletalies Compere the numbers In the seven score boxes Mad ki. Take the Evsleterce scare boxes and write N in ere box at the right. soca hen the Ram (For use with NFPA 101A•1991WNFPA 101.1994) 1905 EdItion Yes No vil. Pastes to Fire DO 6ptlisles and Completes Evacuation Prompty 0 acore•0 ' 0 $core■e .. a We No idvic. hoossagill Conlptetes Back-up sttrralien bons staff) 0 scoreso 0 score:4 Yes No fRem�s at Designated 0 0 ticore•o soore.e lurk Mow WIND nrrn ►V /A•111WnrrA iVI.Ivvq) tbls DelvadnIng Ow Reeldenhe Overall Need for Aseletalies Compere the numbers In the seven score boxes Mad ki. Take the Evsleterce scare boxes and write N in ere box at the right. soca hen the Ram (For use with NFPA 101A•1991WNFPA 101.1994) 1905 EdItion BEST AVAILABLE COPY R1►i RNA'1IVE APPRUACIIFS TU 61FE 8AFC1'Y 5.1 SIDE ! WORRSIIF.R.T FOR RATING RESIDENTS Read Sections 5-3 and 5.4 before filling out this form. Base ratings on crommonly observed examples of fxxsr pet fist mart r-. 9 -IA RallnO tike p.sld.M a+1 the ItU.k Factor• Role the resident art oath of the factors below by cheddrhg the one circle for each risk tactor 9haf best describes. Ota realderd. For the 11rd SIXfedore, vnlle On worse for the circles checked In 9» appropriate scare boxes In dos tar rtgfd bolumn. For 'Response to Fin Ddb write Ohs three docked scores In Use big* circles. 0119 the sun of the Owes scores let the large box on the dam. age 1. oxes hdpp eii ppisk of Shoroll R6,1110110111 � tt�aicsoow o tChw-k anter acyl O fi ...A 1 D A, A.A 0 scare.20 In. 11. tmpd►ad Moblsly All. 81 a slow Needs t.knkW Asshlencs Needs Full O:ry Slow a rY Stow r' (V1 0 wae•20 (check only 0 eoare00 0 e001,e03 0 eoae•0 0 .core620 In. Ra 8lgrhalaM C art! TIaMy - (Check only one) 0 no" 0 soors.d 0 wae•20 Eine Hstp Ons 8tiJ� 0 scor•.0 ' Needs Full M& WUul 9 ncs hom hft" Q 81Nf (Check ons) 0 soor•.0 0 •oors•30 0 mme.40 Y.flespon a toInsisuction oRowa res R res (Check orbit► ane) 0 score• I 0 •cae•S Nd Respond 0 score010 Waldn IVhlhpppons;g P=r 0Qt rsrbsbls to Naar► 0 0 (Check v* ane) 0 6xxlt6.0 0 scors.6 ecotone (For use wltn NFFA IOTA-1990/NFFA 191.1990 6.10 Detsrinlnfng the R•dd•aPs O"ml Need fa Assisteries Them © cr� Compete the numbers In the seven score boxes Hied In. Take Sts coon ban the AAsscweat owe boxes and will R In to box d the 0^l scorI stance (For use with NFPA fOIA-199$/NFPA 101-1994) 1st! Edson Yes No VII Re to �M. Dr s VIC sum Pro�mpMy ee 0 scor•.0 ' 0 acare.e WUul 9 ncs Yee No adults Choose$nd rnpHla Back-up IrategyCo Wall) 0 scorea0 0 $cote24 Yss No j;exm d Desiprhated L1 0 0 ecore.0 ecotone (For use wltn NFFA IOTA-1990/NFFA 191.1990 6.10 Detsrinlnfng the R•dd•aPs O"ml Need fa Assisteries Them © cr� Compete the numbers In the seven score boxes Hied In. Take Sts coon ban the AAsscweat owe boxes and will R In to box d the 0^l scorI stance (For use with NFPA fOIA-199$/NFPA 101-1994) 1st! Edson BEST AVAILABLE COPY Af vA'1IVE APPROACHES TO LIFE SAFETY pp1 5-1 SIDES WORKSIIF,KT FOR RATING RRSIDRNTS Read Sections 3.3 and 6.4 before filling out this form. Dare rafiniq on commonly observed examples of p(mr peifoi m nxw. 5-1A Noting Me Resident on Me Nlsk Feelere Rate the resident on each of the factors below by chockkq the one circle for each risk factor that best descrlbes the resident. For the first six factors, write the scores for the circles checked In qhs appropriate score boxes M the for eight bdumn. For 'Response to Fire Orate,• write the hues checked •case in the tarps circles. WHO the am of the Muse scores In the large box on the right. score 8oxas eanMRen p eRsistce Risk Resistance teRstanc (Check only one) O snors.o 0 seare.e 0 swom20 Cons iousn epees P. ! elred Mobility ggol- slow Needs United Needs Full O •cors -e O O swo-90 Needs Full Assistance IV. Need for Extra Help stafiirhg Needs LirnM•d =oIna, Assistance AssistanceSor (ran 3t (Check only one) Q 90on-0 O Wore -3g O eoor9•40 Requires Considerable V. Response to Instructions 3 lequkes up•MNon (Check only ons) Q acore•o score -3 O Boor• -e O •Dere-20 O score.) Cons iousn epees Ilk Significant Irrertially plir" Tolaw brpsked (mak only one) O ecWe.O O •cors -e O O swo-90 Needs Full Assistance IV. Need for Extra Help Neer# at Most One via R Needs LirnM•d =oIna, 0.�e-5 (ran 3t (Check only one) Q 90on-0 O Wore -3g O eoor9•40 Requires Considerable V. Response to Instructions Follows lequkes up•MNon •iso) AtiNot Rek p f (Check only ons O score.) O 600n6-3 Q sooro-10 ) r V!. Waking Raoorrse P� NdretteWe 10A9011111 (Check only aro) Q scoremo O !colo -0 tror use worn nrrA 1111A•19105rnrrA 11111.191041 ala Oetefmblltt� Ilia flealdsnt'a 0w1aN Need for Aedatstise Evsc11a0ah Compare Mho numbers In the seven score boxes Ned In. Take the higlhed soon from the A�!eenos score boxes and write M in Me box at the fight. (For use YAM NFPA 101A-1995INFPA 101-1901) 1995 Edieoir -?,a - (6c) Yes No VII.kieOiafs to spin to pip Ewaanstbon Pro" es o.�..o • 0.�e-5 (Wilh % Ya No or sdvtcs Chooses and Completes Bea -up Strategy •iso) O score -O O score -1 Yes No Remains a Designated Location O00018-O \ /r $Me•5 tror use worn nrrA 1111A•19105rnrrA 11111.191041 ala Oetefmblltt� Ilia flealdsnt'a 0w1aN Need for Aedatstise Evsc11a0ah Compare Mho numbers In the seven score boxes Ned In. Take the higlhed soon from the A�!eenos score boxes and write M in Me box at the fight. (For use YAM NFPA 101A-1995INFPA 101-1901) 1995 Edieoir -?,a - (6c) IL 16L LA DP'4jj BEST AVAILABLE COPY l :NXI LVE APPROACHES 7D LIFE SAFE'L'Y .. e net 5•1 SIDE ! WORKSIIERT FOR RATING RESIDENTS /toad Sections 5-3 and 6-4 before filling out this form. Base ratings on commonly observed exatni,les of iunrr per firi latah, r•. tf-IA Raft the Resident on the FHLB Fallon Rats the reskfsrd on each of pN fedora below by checking the one circle for each risk factor that best describes its nddent. For the Orsi six feGIMS, wake the Scores for the circlet checked In the appropriate score boxes In pre lar right column. For *nospwse to Fin Drlls•'r dle the pares checked scores In the forge cl►des. Wake the sum of the three sodas in the forgo box on the right. Assllsk of a MY mal LIM of Mltd HIs k of 81101p Resistance Resslistance IChack only anal 1 0 "—.-e In—-& I l ^ l . 11 impelled sap- Slow Needs United Needs Ful �y alerting Assistance Assistance or �N�eeeds limited komSIS self 10 0 ecore4 0 ecore•3o Very Slow (Check only one) wore•o OKWO=3 O eoae•0 0 awes" Ill. I= red N e for V S � Impalrid Tim�fred 0 9=04 OSMOSIS 0 smog Nescfs at Most few �N�eeeds limited komSIS self Needs Full from Sbfl 0 ecore4 0 ecore•3o 0... ins) ons s to I alis s ' 6ectukeM� RO on" g to ffarnt tJ�Qt�ceae•l`�,sl�ecorewl �eae Hol PrabeWs 0 acerelgo 08001068 tcore•10 • - --- ......... .o.w...-rn WW.-r...r d•IS DdenMrtbtg the Ruld1106 AvalaN Need 1br Aseldente Store Boxes V 101 Compare the rnxrtbers In the rival ttwrs coxae lied In. Take the highest atxxa from the Assistance WWI boxes and writs II In the box at the dpi. awls L&A For use with NFPA 101A•1006INFPA 101.1001) —� 1905 Edition Yes No VII. Response to Fits Me Wdates and completes Evocuallon promptty 0 0 scas•o awl.=0 ( Witho guldarrcew Yes No edv�e flan Chooses and completes Back-up Strategy slag) 0 ewre=0 0 score=4 Yes No R fl aaai i d Designated 0 ttae•0 0 aeare.8 • - --- ......... .o.w...-rn WW.-r...r d•IS DdenMrtbtg the Ruld1106 AvalaN Need 1br Aseldente Store Boxes V 101 Compare the rnxrtbers In the rival ttwrs coxae lied In. Take the highest atxxa from the Assistance WWI boxes and writs II In the box at the dpi. awls L&A For use with NFPA 101A•1006INFPA 101.1001) —� 1905 Edition INDIAN&IVER COUNTY FIRE PR INSPECTIO" REPORT . l ? 3O 2 -7y S 9- bl" /j /C� eat ENTION BUREAU rurpose Inewcibn, ' Ci safety—Anspsetlon O s?empleint O LJoenstllg Q egeoW (etflfr) THE POLLnWIN92 MFUll A1010 tN W1n1 `VIZ N SMUIRCUE e) Fire alarm st►stam _ 10) Fla extinguishers —111) Auto spsinklel�t 12) Auto a dkVubhbp eystsm _ 13) 3tardptpa —1s) Fin pump .,,,_ 1S) Detecim —16) Fin kne#lGr-4p$* 17) Fee de snt aw"ctbn GENE ) t storage of 00 uat see —19) Mmlpopft stwsge of tlammables —90) WaMalilq penes 9lonsl _ $1) Ebotrtcsi ._ t� 00d* g sq*mnt 9M tlfibtksphk condkbnhV � In t6madtfs � NOD VVt A7XW _„ 1) Number of exb _ 2) Goon 3) ObstructbnNAllaH —4) Exh signs _,,_ 6) Emergenry lighting ,+ 6) Trawl distancs to ask —7) 3tairwNb a) Wall finWMs # REFERENCE mwwammwmmmw�REM REMARKS M eons r� A -- 96 0 39 �wri0e0ler tw l rN f» NNq M er wtwn M Iraee lere►w wetiwA�n OiM Y 6"NM M CMS c; 0 - fl•1! Snap 401AL I* Ye�eaM Y Oewrr. �w �Igerlew Y � I, INN Mlrra� jr j Y11p� p 6do�,9e1. Vi01MbM rust be mscW by — Received by: hsuW by.: e REINSPECTION DATES: Fire) _j j Other= 1 , I Final Notes: emu etiM, r0a1 rose r�e1 Nit �M a a1npM�MaNa M�"rafen �1 M 1i 1Mra,� an M �M*IRlfep� a�/ aw M11waMr M�11pryA 1M M ry MIw Mira aaep Pape 1 or �, BUILDING PLAN CHECK INDIAN RIVER COUNTY FIRE PREVENTION BUREAU 1500 Old Dixie Highway Vero Beach, FL 32960 (407) 770-5121 - FAX 770-5117 JURISDICTIONS Indian River County DATE RECEIVED: 08-23-96 PROJECT NAMES Eden Estates WOOD DECK LOCATION: 1730 24th Street, Vero Bch, F1 CONTRACTOR: Bradford Grandage ARCHITECT: Lawerence E. Bennett, P.E. OWNER: Elderly Loving Care BLDG SIZE: 363 sq. ft. BLDG HEIGHT: 20 ft. FIRE PROTECTION Automatic Sprinkler Yes: PLAN #: 96516 PLANNING DEPT. #: BLDG DEPT PERMIT #: 96080739 PHONE #s 778-9858 PHONE #s 904-767-4774 CONSTRUCTION TYPES VI OCCUPANCY TYPE: Adult Living Facility # STORIES: 2 PLAN TYPE: Renovation INSPECTION ZONE: North No: x Hazardous Class: Fire Alarm system Yee: x No: Alarm Class: Others Fire Extinguishers. CONTRACTOR IS RESPONSIBLE TO NOTIFY BUREAU ON ALL INSPECTIONS 24 HOUR NOTICE IS REQUIRED ON ALL INSPECTIONS REVIEWED BY: Lt. Dennis Meliti REQUIREMENTS: DATES 09-04-96 Sheet # 1 of: 1 These plans are released as reviewed. No attached requirements. INDIAbRIVER COUNTY FIRE PF*VENTION BUREAU INSPECTION REPORT pn`� p s O Q I�Iu Iw.w�.Nww 0 cvffo fR 0 Um ft x3paw toit"" THE FOLLOWING ITEMS ARE IN VIOLATION. EXII REQUIREMENTS FIRE P —1) Number of exits _ 8) Fire alar system —18) mp"er storage of combustibles —2) Doors 3) ObstrudlorWAilsee 10) Fin extingumers 11) Auto —19) ImMoper storage of flammables 20) Wet _ sprinklers _ A=Iktg penWatbns 4) ExR son ` 12) Auto extinguishing system —21) Electrical —5) Emergency Itghling 13) Standpipe _ 24 Cooking equipment _ 6) Travel distance to exit 14) Fire pump w_ 23) Venfitetkgftk conditioning —7) Stairwells 15) Detectors _24) LP ON —8) Wap finishes _. _ 16) Fire lirn _ 25) Odwr- pg* in remarks MWE 17) Fire ds nt connedton j _....26) NO VIOLATIONS ITEM 1f REFERENCE REMARKS /' O aiK t G' l� l� 'f7,g �Pcefr�^ Il cr CTG �� wall t,,,k, ss•N ���- a 2!> C)L-0 `"f Cc .5-5 Es 't A/ S s �� �n CV1 ...«.. w. �, .. ainpy ren woiMa�aiM MW bw to 14d som vbbft d *a bow a m- ----- -� .• t*—•• •• Darcy M 14w�.iMMn oar. M ar vkYMn d carr owr+sr•r: s.w 40r.—a. ttiM• wpwa n. Yr«ie.e lm y W G0" WW IW UkV d ft Min d bom ft rowwp. vow wq awe r p!* wpv* . w www Mn.Mea" ab rrparn ad 8 /301. Violations must be owlected by _=_ /__ . Received by: ksuW by. y: REINSPECTION DATES: First ,_,_ f�LgJ'-W Other. I ,L Flnet I I_ Notet: Ma.dr4 gaa.on$01W 11061111 wMMdd'"W"MNagMd w01 NOON IN bongo "Pon Mwedwgwwvbkwm@am Page 1 of _. M 01/31/1994 17:31 1-561-337-2099 JOHN BUSH FIRE PAGE 02 BEST AVAILABLE COPY INSTALLATION OF KI/KINKLLK SYMMS CONTRACTOR'S MATERIAL S TEST CERTIFICATE FOR U NDERQROUNO PPING w. q�lr rl lirr�ir�� tw����J�,nrnw..r�w.�rr4►Mwrr.wrrwr�►u,Plt«�Irw�aw•w+w MhrMrM'iN�sW�iw+1111MwnMi/MIi�rYNrrlrMf��t�ul�f�rW Pow�IMYMr���1�Yr/��M of PWWM�1730 24 st. VERO BEACH FLA. 32960 raAMMM MO N IIPPtr0YO n tip a w ' �►Rr,�rtllnona►floel# rr �►rtu#NN#.a TION aro oP aowtsolr vltutit lwD oAK � � a TMM r�cw tmulr�tdn'► KM4OfpLlIN • PI1#rq#� 46MIll r CpVC I CHEW. SOLDER afiMOM oOMPaw TO bm*A DUNDAM Oto orf MrO,eiV1AM AMi t#ur+e MIONOI�AIP#Q, o1+lAwtip oNl r eeltie IN tOr#o O no AOee1�MIRlL 1N�" r/M1OAA0 . � � rldl��IP{Arl PMM hw M4AIrr Irt rllrl+errr � ar w M he arMrlre • rerr rAl r �rll►rlr aM W r•rllL p1Nl r fto A NW Alrl OMD WW (tATr Lm+nl Ir bYkD olor. ver OPM p031 Vr,+q w t►3wlprlrr IW CPM Nror L/rrnl Iw & rlrhter.weaveWWNorteswit,Apw^relMam113mtArls10400"WhorrMYrr""ftwo ~Ar �rrrr a "opal (".r err! s lar mm LilratOL IlrwPrlr w ah pAUr MhrMM It++� rhri, r rr «arnrMllr r rrrrlraaP� firer NIr • M 4Wrorear Iw. rw wan M Irlhgr r Mrldlrr rIW rrlrrrrM tMe PwM. lt.IrUiA rrl te0 pMNt s+rPrar�Wp�rAmwr. Thr tw#rrlw MANNAN rrr rr prrr. Pau* r ileo roam MNwloM►1rYNWYbnrAN6r aMbrN1 �rNtlolrArgtrM IIItMM4�r>1MMr Tllr rrnlAl M rrwrrli tMrrrrppirrlerl. hrMuwdbtIlaPrr6wMrWntreprM.PrntlIRrrIMterraMwomm" bow"wrr rarr. r party hydiMrt�n rrsi.rh b IMM NNS MM4 N Mr nrrre. r� r.ii}hrr/� M r/rYr�r / �t rM Qr�rAr! �p�M) WWOUPO11100"1101 P4M"OA000MINTO NEPA � � STM M0 Aqfi aIle MW RAM""Pum W" ONTO= Ti111W101 WNAT 1TPi QOMIe / Owllml OTAI#ICA NEAM11 DFMPUMP OMIrDIfApTKRT. MMI MomNAprr,PWW#pAooeaerlote1UWWA -lora. r #TArMIb 4M- 0 N w.n.n..r..r INV" Inko lion W(W 400 01/31/1994 17:31 1-561-337-2099 JOHN BUSH FIRE BEST AVAILABLE COPY PAGE 03 M -MM ACrEPTANCB ��� 01/31/1994 17:31 1-561-337-2099 JOHN BIGH FIRE PAGE 04 At ?• BEST AVAILABLE COPY OTit�T�►n•�MiOV�0A0N1101M1►WO •• ..A t {f{f • •SIM 0 ' mmw Sam � l ir�il�wams■ffv� -fir MArMENEM" T WON No =7A MOLLAMSE man 01/31/1994 17:31 1-561-337-2099 JOHN BUSH FIRE M 4WAWA AVAII ARI F rnpv PAGE 05 I IQ V wwawaw+io���ant�sn��+�a wiw�►•�tFawnws M.w oeMMMowMwoR po low 40"s 040 or AGAIN /tel", -1 MAS wpmdm I�IW.WM,1• - 3M7 95 fl/M. NoWndlWORWAR a+w►►tNudrrao+ ' wsM ��crrwsu�w+ a JOHN BUSH FIRE M 4WAWA AVAII ARI F rnpv PAGE 05 I IQ V wwawaw+io���ant�sn��+�a wiw�►•�tFawnws M.w oeMMMowMwoR po low 40"s 040 or AGAIN /tel", -1 MAS wpmdm I�IW.WM,1• - 3M7 95 0 #'--1 BUILDING PLAN CHECK INDIAN RIVER COUNTY FIRE PREVENTION BUREAU 1500 Old Dixie Highway Vero Beach, FL 32960 (407) 770-5121 - FAX 770-5117 JURISDICTION: Indian River County DATE RECEIVED: 01-03-97 PROJECT NAME: Eden Estate LOCATION: 1730 24th St. Vero Beach PLAN #: 97003 PLANNING DEPT. #: BLDG DEPT PERMIT #: 97010025 CONTRACTOR: John Bush Fire Protection PHONE #: 407-337-2091 ARCHITECT: na PHONE #$ na OWNER: Dan Elliot CONSTRUCTION TYPE: na BLDG SIZE: na OCCUPANCY TYPES A.L.F. BLDG HEIGHT: na # STORIES: 2 PLAN TYPE: Sprinkler FIRE PROTECTION INSPECTION ZONES South Automatic Sprinkler Yes: x No: Hazardous Class: 13 D Fire Alarm System Yes: No: Alarm Class: others CONTRACTOR IS RESPONSIBLE TO NOTIFY BUREAU ON ALL INSPECTIONS 24 HOUR NOTICE IS REQUIRED ON ALL INSPECTIONS REVIEWED BY: Lt. Dennis Meliti m REQUIREMENTS: DATE: 01-10-97 Sheet # 1 of: 1 These plans are released as reviewed contingent upon compliance with the following item. 1. Plans are reviewed as submitted. changes or additions may be required in the field in accordance with NFPA 13D, 1994 Edition. Y� Hydraulics Summary Sheet JOHN BUSH FIRE PROTECTION, INC. Designer: N. Persinger 2085 S.E. HANFORD ROAD Coic By: N. Persinger PORT 8T. LUCIE, FLORIDA 34952 Date: 12-11-96 Project Information EDEN ESTATE 1730 24th Street Vero Beach, Florida 32960 Contract No: 9621 Building: TWO STORY STRUCTURE • System ID: EDEN ESTATE Ref. Drawing No: FP -1 Construction: COMBUSTIBLE Occupancy: RESIDENTIAL Authority: VERO BEACH FIRE MARSHAL System Information Hydraulics Design Criteria System Type: Wet Density: N/A GPM/SgFt Remote Area: N/A SgFt Sprinkler Coverage: 213 SgFt Design Standard: NEPA-13D Hazard: LIGHT HAZARD Figure: Curve: Sprinklers / Nozzles Manufacturer: CENTRAL Model: "GOR -2" Size: 7/16" K—Factor, 4.3 Temp. Rating: 155 Hydraulics Information Demand... . Spr Req'd Pres: 47.18 PSI Spr Rsq'd Flow: 32.51 GPM Add'l Flows: 0.00 GPM Hose at Srce: 0.00 GPM Total Flow: 32.51 GPM Total Pres: 47.18 PSI Static Elev: 0.00 Ft Supply... Water Flow Test_ Stotic: 50.50 PSI Residual: 50.00 PSI Qty Flowing: 50.00 GPM Elevation: 0.00 Ft Dote: Time: By: Pump Date Rated: 0.0 PSI! 0.0 GPM Boost Pres: (NA> PSI Discharge Pres: (NA> PSI Discharge Flow: (NA) GPM _Combined Static: (NA> PSI Residual: (NA> PSI Qty Flowing: (NA) GPM Available... P) 50.27 PSI! 32.51 GPM F) 47.18 PSI! 138.88 GPM Margin... Pressure: 3.09 PSI Flow: 106.36 GPM Sigma Dynamics Corporation 7700 Summary Sheet �1 SUBMITTAL SERIAL NO:29F2HY1 EDEN ESTATE - • 'Adult Congregate Living Facility 1730 24th Street; .Vero Beach, Florida 32960 Design Data: N -FPA -13D, Bedroom & Hall, 2 Heads JOHN BUSH FIRE PROTECTION, INC. 2085 S.B. Hanford Road Port St. Lucie, Florida 34952 FLOW TEST RESULTS Water Supply STATIC 50.50 PSI RESIDUAL 50.00 PSI 6 50.00 GPM CITY PRESSURE AVAILA.--GE AT 32.5 GPM 50.27 PSI SUMMARY OF SPRINKLER OUTFLOWS ACTUAL MINIMUM SPR FLOW FLOW K -FACTOR PRESSURE --- ---- ---- -------- -------- 201 16.51 11.00 4.30 14.75 202 16.00 16.00 4.30 13.85 TOTAL WATER REQUIRED FOR SYSTEM 32.51 GPM TOTAL WATER REQUIREMENT 32.51 GPM. PRESSURE REQUIRED AT 0 47.18 PSI MAXIMUM PRESSURE UNBALANCE IN LOOPS 0.00 PSI MAXIMUM VELOCITY FROM 7 TO 201 10.80 FPS 12-11-1996 PAGE 1 SUBMITTAL SERIAL NO:29b1HY1 12-11-1996 PAGE 2 -EDEN ESTATE Adult Congregate Living Facility 1730 24th Street;_Voro Beach, Florida 32960 Design Data: NTPA-13D, Bedroom & Hall, 2 Heads Location Flow Pipe Fittings Bquiv Friction Pressure in Size & Length Loss Summary From To GPM IN Devices Ft PSI/Ft PSI 201 202 1.109 L 13.75 C=150 PT 13.85 (202) Q 16.00 F=7/0 F 7.00 PH 0.00 BN T 20.75 0.0435 PF 0.90 7 201DQ 16.51 1.109 L 20.46 C=150 PT 14.75 (201) Q 32.51 F=8/0 F 8.00 PE 0.00 BN T 28.46 0.1614 PF 4.59 6 7 1.400 L 10.83 C=150 PT 19.34 ( 7) Q 32.51 F=16/0 F 16.00 PE 0.00 FM T 26.83 0.0519 PF 1.39 5 6 1.400 L 12.17 C=150 PT 20.73 ( 6) Q 32.51 F=8/0 F 8.00 PH 5.27 FR T 20.17 0.0519 PF 1.05 4 5 1.400 L 54.58 C=150 PT 27.05 ( 5) Q 32.51 F=64/0 F 64.00 PH 0.25 FM T 118.58 0.0519 PF 6.15 3 4 1.602 L 60.08 C=150 PT 33.45 ( 4) Q 32.51 F=63/0 F 63.00 PE -1.23 FM T 123.08 0.0269 PF 3.31 2 3^ 1.682 L 1.83 C=120 PT 35.53 ( 3) Q 32.51 F=0 F 0.00 PE 0.00 FM T 1.83 0.0321 PF 0.06 1 2 1.682 L 10.00 C=120 PT 35.59 ( 2) Q 32..51 F=GV,E F 2.50 PE 4.33 FR T 12.50 0.0321 PF 0.40 0 1 1.610 L 64.00 C=120 PT 40.32 ( 1) Q 32.51 F=GV,29,DCA F 8.00 PH 0.87 UN T 72.00 0.0397 PF 2.86 1.5" Ames Mod. 2000ss - Double Check Valve Assembly 3.13 PT 47.17 ( 0) EDEN ESTATE Sigma Dynamics Ca pornUon 7700 SunDly I Demand Gnwh System Demand.. Sprinkler Demand 47.18 PSI @ 32.51 GPM Additional Flows 0.00 GPM Hose at Source 0.00 GPM Total Demand 47.18 PSI @ 32.51 GPM i W 70 so 90 100 VhdwFbw(GPM) Water Supply.. Static 50.50 PSI Residual 50.00 PSI @ 50.00 GPM Elevation 0.00 PSI Pressure 3.09 Psi ' MEMO 06,191111111 �■���■w■w■■■!��■■■■■■� System Demand.. Sprinkler Demand 47.18 PSI @ 32.51 GPM Additional Flows 0.00 GPM Hose at Source 0.00 GPM Total Demand 47.18 PSI @ 32.51 GPM i W 70 so 90 100 VhdwFbw(GPM) Water Supply.. Static 50.50 PSI Residual 50.00 PSI @ 50.00 GPM Elevation 0.00 PSI BEST AVAILABLE COPY. -5/° lov ...................... �o u/ A1-TF1tWATlvti AttffOA FORM S-! CIfES'tY.l If Ft SA Wry Rain We luagy byRATING THE p�v to drale � FACILITY � � • raet must IraIrorp a 0ee0p room (SH) w an axM. "cal Oistar" Irom Steapinp R ,a- Exna Ulm an ny aY ET E a More a FOr Srw1 FacWry from Exit 0.8 t 1.0 0 « 8cora 1.2 OSma,1.0 NOTE: a hwe Isar f tForasa Y Ah NFPA lot A• 189bpfFp 1� � 54.81« epi, FORM 5.4 . a E D�'EW/ININC EVACUATION CAPABILITY Z=W ow Snare• by ft- adrfr.awe (vert 8iA Capep�y Boom. olalanee, Staepkrp gnome to Exg7; q„!a. aw answer by WN fI ._ Scor 8.1 • A.wwio+ �+bwh--�--- iC d. Ieoome sw ate) (For ua. wpry SpA 1C1A•IiBfiltpA f01•tflp�) WtarmYw er10 (mod elre� aepehOMy beley� dde Evacyaypn C�eprBy �• f 1.6 b.0 6.0 �.wl a Evaoweon c"abay Prang f Stow - brlpraakaf E �ly ( 010 Fong 6•4e) i CPaDY4y br ft Famay of Zone Indian River County Board of County Commissioners Department of Emergency Services 1f140 25th Street, Vero Beach, Florida 32960 October 18, 1996 Dan Elliott Eden Estates 1730 24th Street Vero Beach, FL 32960 Dear Dan, In response to our recent meeting, I am forwarding this information as an official notice of current and future fire code requirements for your facility. The first three items are in the form of violations on the first floor of the facility. The remaining items are in the form of notifications of future code requirements for the facility, if the second floor is occupied. Please note that these are the minimum requirements for your facility and that there are no exceptions other than those listed. I am sure you will have questions, please feel free to contact me at 770-5121. Respectfully, Daniel J. Dietz, B eau Chief Fire Prevention Bureau Division of Division of Division of Emergency Medical Animal Control Fire Services Services S67-8000 562-2028 567-8000 Ext. 446 Ext. 217 SUNCOM 224-1444 FAX (S61) S67-9323 Division of Emergency Management 567-8000 Ext. 444 Eden Estates ALF Existing Small (16 residents) 1) VIOLAIIQN: Interior finish of tongue and grove panelling on walls and ceiling (Class C finish) is not allowed. REFERENCE: LSC 101 23-2.3.3 NOTE: Class C finish is allowed in a sprinklered facility. 2) VIOLATION: Primary escape from sleeping room exiting into kitchen is not allowed. REFERENCE: LSC 101 23-2.2.2.2 NOTE: This primary means of escape Is allowed in a sprinklered facility. 3) V_IQ L &T -10-N: Sleeping room doors must be self-closing. REFERENCE: LSC 101 23-2.3.6.4 NOTE: Closers are not required in a sprinklered facility. 4) N TIFICATION: Smoke detectors must be interconnected on first floor and with second floor. REFERENCE: LSC 101 23-2.3.4.3 NOTE: Interconnected detectors are not required in a sprinklered facility, only single station detectors. 5) (NOTIFICATION: Enclosed stairwell to second floor is the primary means of escape. The underside of these stairs must be protected with fire rated drywall (in laundry room). Doors shall have twenty (20) minute ratings and be self-closing. REFERENCE: LSC 101 23-2.3.4.3 and 23-2.2.4 6) NOTIFICATION: Currently the second floor of the facility has no acceptable secondary means of escape. A secondary means of escape is required and can be achieved by one of the following means; A) Provide a door from each sleeping room leading directly to an approved exterior stair. 8) A window from the sleeping room may be used if it is properly sized and labeled and the facility is sprinklered. REFERENCE: LSC 101 23-2.2.1, 23-2.2.3 BEST AVAILABLE COPY INDIAI&1VER COUNTY FIRE PF&ENTION BUREAU INSPECTION REPORT I D safety j n D O Lfarttlnp 4y•T7. 0 spe" (011101) THE FOLLOWING ITEMS ARE IN VIOLATION. _ 1) Number of exits ` 9) Fie alarm system _ 2) Door* —10) Fin extinguishers .-3) Obstructions/Ails" 11) Auto sprinklers .4) Exit _ 12) Auto mdhVuWft system _ 5) Emergency lighting 13) StwWpkn _ 6) Travel distance to exit _ 14) Fin pump _,__ 7) Stairwells —15) Detteceors _ 8) Wall finishes ,Y 18) Fin lame —In Fin deWtment connection ITEM # REFERENCE I oeuwova To - _os -1 _..16) IntprOper 00189e of corn wtft —19) Im paper storage of flammables _ 20) WaWcelling ponetraWns ..__21) ElectrNoal _ 22) CooMV egu*mnt �. 23) YendlittkWair cortdkioning _24) LPG= �L^��6)'6lher-apat:My M remarks NO YIOLATNONS aemply WN a... wq,r0,,,,,r - — .. �•......i.. %OEM ps s m w wo rwnae a ro„r ""a' Iwo Nsrl Kasen trtewwn a er „Rwrr o.aq qs rti ewn o.a. r.. vrw a 0&AV tsa.n.: et•ts sawn eoUoe. 7rw rnd sr oorogr a s. attieone a tMwn awowrigi. rw axparrbn r►rpp.owe F« t�iMnrr�n ae�o�n�Yp Mr rrgawn er 689.4991. i� r Violations must be corrected by Received by: sued �-- iv Ma rue nspecor REINSPECTION DATES: First az.JLi i 6 Other --y— —i--- l.2LZ..1, Notes: Mearse. '�0f eo,.aswwponaasaonpan,NM,inp�awnspataa1.bWwtientA.p e�aW�a•eeewsotI .th.M. p�prrlwn aaAr�Mer rwleeart roes Pape 1 of BUILDING PLAN CHECK INDIAN RIVER COUNTY I'IRE PREVENTION BUREAU 1500 Old Dixie Highway Vero Beach, FL 32960 (407) 770-5121 - FAX 770-5117 JURISDICTION: Indian River County PLAN #: 95620 DATE RECEIVED: 12-19-95 PLANNING DEPT. #:_ PROJECT NAME: ACLF Elderly Loving Care BLDG DEPT PERMIT #: LOCATION: 1730 24th Street, Vero Bch, Fl 32960 95120486 CONTRACTOR: Bradford Grandage PHONE #: 778-9858 ARCHITECT: n/a PHONE #: n/a OWNER: Dan Elliott CONSTRUCTION TYPE: V-000 BLDG SIZE: 31700 sq. ft. OCCUPANCY TYPE: Adult Living Facility BLDG HEIGHT: 20 ft. FIRE PROTECTION Automatic Sprinkler Fire Alarm System Other: # STORIES: 2 PLAN TYPE: Structural Yes: No: x Hazardous Class: Yes: x No: Alarm Class: Local CONTRACTOR IS RESPONSIBLE TO NOTIFY BUREAU ON ALL INSPECTIONS 24 HOUR NOTICE IS REQUIRED ON ALL INSPECTIONS REVIEWED BY: Lt. Dennis Meliti m DATE: 01-03-96 Sheet # 1 of: 1 REQUIREMENTS: Thee plans are released as reviewed contingent upon compliance with the following items. 1. Evacuatiop Capability - Evucuation ca abilites and drills shall be in accordance with he Uniorm Fire Safety mules and Standards. 4A-40.029 2. Fire Alarm - S*oke detectors intgrconnected powered by house electrical servige, when activated,hall,initiate an alarm that is audible in all sleepin areas. Pull station with horn shall also be installed for manual use. PERMIT shall not be required due to cost of less than 500 dollars. 3. lot. F1. Kitchen Rangq - Range hood shall be provided with a residential Range Guard type extinguishing system. AHJ. .Fire Extinguishers required - install and maintain in accordance with NFPA PLAN NUMBER: 95,620 BUILDING PLAN CHECK CONTINUED: S. Door$ - no dogr opening in a means of egress shall be less than 32 in. in clear width opening. LSC - 101-21-2.2.5.1.. 1988 Edition. 6. Doors - shall be self closing. LSC 101-21-2.3.6.4.. NOTE: Per thg Florida State Statue 400.441 (j),(a),2,V.S. this facility dges not need a fire sprinkler system as long as it maintains a prompt evacuation rating of 3 mins. or less. CONTRACTOR IS RESPONSIBLE TO NOTIFY BUREAU ON ALL INSPECTIONS 24 HOUR NOTICE IS REQUIRED ON ALL INSPECTIONS REVIEWED BY: Lt. Dennis Meliti DATE: 01-03-96 INDIAN RIVER.COUNTY F.P.B. Vero BeachlXFL Highway FINAL INSPACTION DATE: 02-12-96 COMMENTS: Sheet #: of: INSPECTOR: Dennis Meliti 06A03/2003 00:05 7727703407 E �`�o_r�PAGE 01 CLS THE BRAIN & SPINAL CORD PROGRAM Facility Designation Standards 437,0, UST AVAIL BLL COIF 6.0 Transitional Irving facilities ra n s i t i o n a l Living Transitional Living Facility means a site where specialized f Facilities Standards health care services are provided including, but not limit- ! ed to, rehabilitation services, community re-entry train- ; Ing, aide for independent living and counseling to Individ- ' 6.1 The facility must be licensed by the Agency for uals with brain or spinal cord injury. Health Care Administration, State of Florida, as required in Section 400.805, Florida Statutes. Intent: Transitional Living Facilities provide individuals with brain or spinal cord injury a temporary, structured residential program. The intent of these programs is to focus on preparing participants to return to community living, The program of service is provided in a residential setting, is time-limited and Is goal oriented to Improve the person's physical, cognitive, communicative, behavioral, psychological, and social functioning under the necessary support and supervision. `s 6,2 The facility must be accredited by the Commission i of Accreditation of Rehabilitation Facilities in Home ' and Community Based Rehabilitation Programs for per - sane with spinal cord Injuries and Commmity Integrated Programs for persons w rain injuries. i Boal: The goal of a transitional living program for persons who have a brain or spinal cord Injury Is to assist each person to achieve a higher level of Independent function- ing and to enable that person to re-enter the community. i Objectives A. To establish and maintain Transitional living raeilitie8 tit an appropriate number of locations to address the needs of individuals who sustain brain or ,spinal curd injury. H. To ensure that Individuals are provided appropriate servioes which will assist them in reaching their maxi- mum level of functioning in the community. C. To assist clients in obtaining skills neoecssary to func- tion independently in the community. D. To provide services in the Isast restrictive environ- ment in a safe and supportive setting. These services will be provided in a cost effective and timely manner. 49 0 S 0003/2003 00:05 7727703407 E PAGE 02 statutes ->View Statutes->2002->Ch0381->Section 75: flsenate.gov Page i of 2 BEST AVAILABLE COPY flsenate.gov F��: '` "`. • , ,• :� View Statutes Search Statutes Constitution Laws of Florida Order Select Year: PW2"3 3w 2002 Florida Statutes n e9tmC.381 j IAW EntireChapter PUBLIC HEALTH PUBLIC HEALTH: GENERAL PROVISIONS $81.75 Duties and responsibilities of the department, of transitional living facilities, and of residents. --Consistent with the mandate of s. 3AI-73$15, the department shall develop and administer a multilevel treatment program for Individuals who sustain brain or spinal cord injuries and who are referred to the brain and spinal cord Injury program. (t) Within 15 days after any report of an Individual who has sustained a brain or spinel caro Injury, the department shall notify the Individual or the most immediate available family members of their right to assistance from the state, the services available, and the eligibility requirements. (2) The department shall refer individuals who have brain or spinal cord Injuries to other state agencies to assure that rehabilitative services, If desired, are obtained by that individual. (3) The department, in consultation with emergency medical service, shall develop standards for an emergency medical evacuation system that will ensure that all individuals who sustain traumatic brain or spinal cord injuries aro transported to a department -approved trauma center that meets the standards and criteria established by the emergency medical service and the acute -cera standards of the brain and spinal cord injury program, (4) The department shall develop standards for designation of rehabilitation centers to provide rehabilitation services for Individuals who have brain or spinal cord injuries, (5) The department shall determine the appropriate number of designated acute-care facilities, Inpatient rehabilitation centers, and outpatient rehabilitation centers, needed based on Incidence, volume of admissions, and other appropriate criteria. (6) The department shall develop standards for designation of transitional living facilities to provide Individuals the opportunity to adjust to their disabliltles and to develop physical and functional skills In a Supported living environment. (a) The Agency for Health Care Administration, In consultation with the department, shall develop rules for the licensure of transitional living facilities for individuals who have brain or spinal cord Injuries, (b) The goal of a transitional living program for individuals who have brain or spinal cord injuries NS to assist each Individual who has such a disability to achieve a high} er suet of independent 1lvl�Yk1` functioning and to enable that person to reenter the community. The program shall be focused on 1 �+ preparing participants to return to community living. (c) A transitional living facility for an individual who has a brain or spinal cord Injury shall provide to such Individual, In a residential setting, a goal-orlented treatment program designed to Improve the Individual's physical, cognitive, communicative, behavioral, psychological, and social --�' functioning, as well as to provide necessary support and supervision, A transitional living facility shall offer at least the following therapies: physical, occupational, speech, neuropsychology, Independent living skills training, behavior analysis for programs serving brain -injured Individuals, http: //www, tlsenate.gov/Statutes/index. efm 7A.pp_ made-Dis play_S tatute&.Stuch_String-4... 2/12/2003 0603/2003 00:05 7727703407 E w . rw�..wv • wva. • bOWWW11 !J. AkM11AW.gUV PAGE 03 rage 1 of 1 �t health edueatlon, and recreation. BEST AVAILABLE COPY (d) All residents shall use the transitional living facility as a temporary measure and not as a J permanent home or domicile. The transitional living facility shall develop an initial treatment plan for each resident within 3 days after the resident's admission. The transitional living facility shall evelop a comprehensive plan of treatment and a discharge plan for each resident as soon as �xpractical, but no later than 30 days after the resident's admission. Each comprehensive treatment '.1 pian and discharge plan must be reviewed and updated as necessary, but no less often than quarterly. This subsection does not require the discharge of an Individual who continues to require V any of the specialized services described in paragraph (c) or who Is Ing measure pm rect� � in accord with that Individual' tment Ian. ha o Ving facility s a :charge a y n v ue w o has an appropriate discharge s e and who has achieved the goals of his or her discharge plan or who Is no longer making progress toward the goals established in the comprehensive treatment plan and the discharge plan. The discharge location must be the least restrictive environment In which an Individual's health, well-being, and safety Is reserved. (7) Recipients of services, under this section, from any of the facilities referred to in this section shall pay a fee based on ability to pay. History. --s. 4, ch. 74-254; s. 5, ch. 87-320; s. 34, ch. 94.324; s. 2, ch. 98-12; s. 19, ch. 99- 240; s. 16, ch. 2000-367. Nate. --Former s. 413.49. .WeU e . I19 Wo . C2 1: • Unga . Information Center . ��and Constitution . Labbvlst tnrormati_on Oisdalmen. 'ate Information on this system 11 unverified. 'ills ,laurnata or printoo HIS of the respective chambers should be tansultad for ofrldel purposes. Copyright 02000.300 state or tlorwo. Qu ae m. PMvaev strrtemant http;llwww.flsonate.gov/Statutas/indcx.cfm?App modc=Display_Statute&Searclt_Stringm4... 2/12/2003 NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. ADDRESS VIOLATIONS AND CODE SECTIONS _ 1A Each bay/unit shall be identified by 6 -inch numbers or letters, contrasting background, visible from roadway, at front & rear exits. NFPA _ 1B Knox entry system _Box _Switch required, Emergency Services access is locked or secured. NFPA 1, 16.3.7.3 Notes: ELECTRICAL 10.13.1 _ 2A Discontinue extension cords used in lieu of permanent wiring. Location(s): NFPA 1, 11.1.5 _ 2B Circuits/Breakers in electrical panels are not legibly marked to indicate their purpose or area of service. NFPA 70, 110.22 _ 2C Aboveground interior and exterior wiring shall be protected in approved conduit. NFPA 70, 300.37 Notes: _ 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70, 110.12(a) Notes: _ 2E Remove all storage within 3 feet of the front of the electrical panels, NFPA 70, 110.26(a) Notes: _ 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70, 300.15 and 314.25 Notes: 2G The use of non -listed multi -plug adapters are not allowed. Only UL listed or equal type may be used in accordance with their Usting. NFPA 1, 11. 1.5.1 _ 2H Wiring is damaged, replace or repair and protect as required. NFPA 1, 11.1.2 and .3 Notes: _ 21 No storage is allowed in dedicated electrical rooms. _ No storage or obstruction is allowed within the electrical breaker control panels/switch gear dedicated work or equipment room/space. NFPA 70, 110.26(B), (C), (F). The rooMspace must be separated by fire rating to allow storage. EXITS 3A Panic or fire exit hardware shall not have additional locks, latches or devices that inhibit its function or are not listed/approved. NFPA 101, 7.2.1.7.3 _3B No furnishings, decorations, or other objects shall obstruct exits, access thereto, egress there from, or visibility thereof. NFPA 101, 7.1.10 _3C Enclosed usable spaces within exit enclosures shall be prohibited. Open space within exit enclosures shall not be used for storage or any purpose that has the potential to interfere with egress. No storage is allowed under or within 10 feet of exterior stairs. NFPA 101, 7.2.2.5.3 —3D Install or repair emergency lighting and/or exit signs. NFPA 101, 4.5.7 Notes: 3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the inside of the building. NFPA 101, 7.2.1.5.1 T3F Door is not functioning properly. NFPA 101, 7.2.1.5 Notes: FIRE EXTINGUISHERS _4A Fire extinguisher(s) required. Provide_ extinguisher(s) of a 2A10BC minimum rating or as specified here: NFPA 1, 13.6.1 413 Mount fire extinguisher where it is visible, readily accessible, near exit egress, with the top no higher than 5 feet. NFPA 1. 13.6.3 and NFPA 10, 6.2 4C Provide service and inspection by a state licensed company for all fire extinguishers annually. FFPC 69A-21.203 & .237 and NFPA 10, 6.3 _4D Fire extinguisher(s): _Not fully charged _Physically damaged _Corroded _Not mounted properly _Service tag is missing. NFPA 10, 1-6.2 Notes: GENERAL AND STORAGE 5A Compressed gas cylinders/tanks shall be secured to prevent from falling and identified with product name displayed. NFPA 1, 63.3.1.3.4 & 63.3.1.2 �58 Remove all storage from HVAC air handling unit plenums. NFPA 90A, 4.3.10.5.3 Notes: —5C Flammable/Combustible liquids shall be stored in accordance with NFPA 1,66.4.5_Approved storage cabinet required_Fire rated area required. ^5D Trash chute(s): Not functioning properly _Spring is missing _Fusible link is missing _Fire sprinklers need service. NFPA 82, 3-2 5E Fire Drill records are incomplete, drills are required annually or as noted here: NFPA 101, 4.7 _5F Remove all storage from elevator equipment rooms. ANSI 17.101.2 Notes: Notes: Systems Present: _Fire Alarm ___�_,Sprinkfer System _Hood System ,,,_Standpipe _Fire Pump _Emergency Generator Special Systems Inspection Reportac ' d: es No Knox Box: Yes No Initial Inspection: Recipient: Inspector: ID # Scheduled Initial Reinspection Date: I 1 Initial Reinspection Completion Date: I 1 3rd Inspection ! ! Circle corrected items. Charge fee Inspector: to # 4th Inspection j ! Circle corrected items, Charge fee Inspector: ID # A fee for the 3rd inspection and subsequent Inspections s a be ap Icable t is ilding in accordance with the provisions of IndianRiverCounty Ordinance. Compliance Date: C.:1<7V 1 Inspector: Ni 10 # zz, NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. DRESS VIOLATIONS AND CODE SECTIONS 1A Each bay/unit shall be identified by 6 -inch numbers or letters, contrasting background, visible from roadway, at front & rear exits. NFPA 1, 10.13.1 —I B Knox entry system _Box __„Switch required, Emergency Services access is locked or secured. NFPA 1, 16.3.7.3 Notes: ELECTRICAL 2A Discontinue extension cords used in lieu of permanent wiring. Location(s): NFPA 1, 11.1.5 2B Circuits/Breakers in electrical panels are not legibly marked to indicate their purpose or area of service. NFPA 70, 110.22 2C Aboveground interior and exterior wiring shall be protected in approved conduit. NFPA 70, 300.37 Notes: _ 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70, 110.12(a) Notes: 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70, 110.26(a) Notes: — 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70, 300.15 and 314.25 Notes: _— 2G The use of non -listed multi -plug adapters are not allowed. Only UL listed or equal type may be used in accordance with their listing. NFPA 1, 11.1.5.1 _ 2H Wiring is damaged, replace or repair and protect as required. NFPA 1. 11.1.2 and .3 Notes: _ 21 No storage is allowed in dedicated electrical rooms. _ No storage or obstruction is allowed within the electrical breaker control panels/switch gear dedicated work or equipment room/space. NFPA 70, 110.26(8), (C), (F). The room/space must be separated by fire rating to allow storage. EXITS 3A Panic or fire exit hardware shall not have additional locks, latches or devices that inhibit its function or are not listed/approved. NFPA 101, 7.2.1.7.3 _38 No furnishings, decorations, or other objects shall obstruct exits, access thereto, egress there from, or visibility thereof. NFPA 101, 7,1.10 _3C Enclosed usable spaces within exit enclosures shall be prohibited. Open space within exit enclosures shall not be used for storage or any purpose that has the potential to interfere with egress. No storage is allowed under or with' 0 eel ex stairs. NFPA 101, 7.2.2.5.3 �avD Install or repair emergenlighting,and/or exit signs. NFPA 101, 4.5.7 Notes: i1 3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the inside of the building. NFPA 101, 7,2.1.5.1 _3F Door is not functioning. properly. NFPA 101, 7,2:1.5 Notes: FIRE EXTINGUISHERS 4A Fire extinguisher(s) required. Provide _extinguisher(s) of a 2A10BC minimum rating or as specified here: NFPA 1, 13.6.1 4B Mount fire extinguisher where it is visible, readily accessible, near exit egress, with the top no higher than 5 feet. NFPA 1, 13.6.3 and NFPA 10, 6.2 —4C Provide service and inspection by a state licensed company for all fire extinguishers annually. FFPC 69A-21.203 & .237 and NFPA 10, 6.3 —4D Fire extinguisher(s): _Not fully charged _Physically damaged _Corroded _Not mounted properly _Service tag is missing. NFPA 10, 1-6.2 Notes: GENERAL AND STORAGE 5A Compressed gas cylinders/tanks shall be secured to prevent from falling and identified with product name displayed. NFPA 1.63.3.1.3.4 & 63.3,1 — .2 5B Remove all storage from HVAC air handling unit plenums. NFPA 90A, 4.3.10.5.3 Notes: SC Flammable/Combustible liquids shall be stored in accordance with NFPA 1,66.4.5_Approved storage cabinet required _Fire rated area required. 5D Trash chute(s): _Not functioning properly _ d s Spring is missing _Fusible link is missing Fire sprinklers neeervice. NFPA 82, 3-2 _5E Fire Drill records are incomplete, drills are required annually or as noted here: NFPA 101, 4.7 _5F Remove all storage from elevator equipment rooms. ANSI 17.101.2 Notes: Notes - Systems Present: 1/ Fire Alarm -S— pin er System hood System _Standpipere Pump Em rg ncy Generator Special Systems Inspection f�eport tach d: l/ Y s No Knox x: es N Initial Inspection: Recipient: Inspector: ID # Scheduled Initial Reinspection Da : ! / Initial Reinspection Completion Date: I ! 3rd Inspection I / Circle corrected items, Charge fee Inspector: ID # 4th Inspection I I Circle corrected items, Charge fee Inspector: ID # A fee for the 3rd inspection and subsequent inspections s I be ap licabl to thi building in accordance with the provisions of Indian River County Ordinance. Compliance Date: / _/I { > Inspector: ID # Indian River County Fire Prevention Bureau 1800271h Street Vero Beach � FL 32960-0310 (772) 226-1880 INSPECTION REPORT (772) 978-1s48 fax ATTACHMENT Date File # Priority � OcRupancy Occupancy Name: Violations/Notes: AC—Inspection Type r Initial Inspection Recipie Compliance date: �'�/ Inspector -- X-- n' � i1r ID #� Inspector:_rl ID #_ 3+1' fid° Date 13 / l Occupancy,Nime _ Address Owner/Manager LL Indian River County Fire Prevention Bureau 1800 27th Street Vero Beach, FL 32960-0310 (772) 226-.U80— tI C3 Lt (772) 978-1848 fax INSPECTION REPORT i0b, Prior' y ! Oc upancy Type��ta' _Type of Inspection e ✓Y� pe z City YO AWECR Zip Telephone Stories NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. ADDRESS VIOLATIONS AND CODE SECTIONS 1A Each bay/unit shall be identified by 6 -inch numbers or letters, contrasting background, visible from roadway, at front & rear exits. NFPA 1, 10.13.1 1 B Knox entry system _Box _Switch required, Emergency Services access is locked or secured. NFPA 1, 16.3.7.3 Notes: ELECTRICAL _ 2A Discontinue extension cords used in lieu of permanent wiring. Location(s): NFPA 1, 11.1.5 _ 213 Circuits/Breakers in electrical panels are not legibly marked to indicate their purpose or area of service. NFPA 70, 110.22 _ 2C Aboveground interior and exterior wiring shall be protected in approved conduit. NFPA 70, 300.37 Notes: _ 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70, 110.12(a) Notes: _ 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70, 110.26(a) Notes: _ 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70, 300.15 and 314.25 Notes: _ 2G The use of non -listed multi -plug adapters are not allowed. Only UL listed or equal type may be used in accordance with their listing. NFPA 1, 11.1.5.1 _ 2H Wiring is damaged, replace or repair and protect as required. NFPA 1, 11.1.2 and .3 Notes: _ 21 No storage is allowed in dedicated electrical rooms. _ No storage or obstruction is allowed within the electrical breaker control panels/switch gear dedicated work or equipment room/space. NFPA 70, 110.26(B), (C), (F). The room/space must be separated by fire rating to allow storage. EXITS 3A Panic or fire exit hardware shall not have additional locks, latches or devices that inhibit its function or are not listed/approved. NFPA 101, 7.2.1.7.3 —3B No furnishings, decorations, or other objects shall obstruct exits, access thereto, egress there from, or visibility thereof. NFPA 101, 7. 1.10 _3C Enclosed usable spaces within exit enclosures shall be prohibited. Open space within exit enclosures shall not be used for storage or any purpose that has the potential to interfere with egress. No storage is allowed under or within 10 feet of exterior stairs. NFPA 101, 7.2.2.5.3 3D Install or repair emergency lighting and/or exit signs. NFPA 101, 4.5.7 Notes: �3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the inside of the building. NFPA 101, 7.2.1.5.1 _3F Door is not functioning properly. NFPA 101, 7.2.1.5 Notes: FIRE EXTINGUISHERS 4A Fire extinguisher(s) required. Provide _extinguisher(s) of a 2A1 OBC minimum rating or as specified here: NFPA 1, 13.6.1 4B Mount fire extinguisher where it is visible, readily accessible, near exit egress, with the top no higher than 5 feet. NFPA 1, 13.6.3 and NFPA 10, 6.2 _4C Provide service and inspection by a state licensed company for all fire extinguishers annually. FFPC 69A-21.203 &.237 and NFPA 10, 6.3 _4D Fire extinguisher(s): _Not fully charged _Physically damaged _Corroded Not mounted properly _Service tag is missing. NFPA 10, 1-6.2 Notes: GENERAL AND STORAGE 5A Compressed gas cylinders/tanks shall be secured to prevent from falling and identified with product name displayed. NFPA 1. 63.3.1.3.4 & 63.3.1.2 5B Remove all storage from HVAC air handling unit plenums. NFPA 90A, 4.3.10.5.3 Notes: 5C Flammable/Combustible liquids shall be stoned in accordance with NFPA 1,66.4.5—Approved storage cabinet required Fire rated area required. 513 Trash chute(s): Not functioning properly _Spring is missing _Fusible link is missing _Fire sprinklers need service. NFPA 82, 3-2 _SE Fire Drill records are incomplete, drills are required annually or as noted here: NFPA 101, 4.7 _5F Remove all storage from elevator equipment rooms. ANSI 17.101.2 Notes: Notes: Systems Present: _Fire Alarm _Sprinkler System _Hood System _Standpipe _Fire Pump _Emergency Generator Special Systems Inspection Report Attached: Y es No Knox Box: Yes No Initial Inspection: Recipient: �(�,� ;X4'L�f�t, Inspector: Scheduled Initial Reinspection Date: 3rd Inspection / / Circle corrected items, Charge fee M3 Initial Reinspection Completion Date: / ! Inspector: ID # 4th Inspection / ! Circle corrected items, Charge fee inspector: ID # A fee for the 3rd inspection and subsequent inspections sh a appli ble tothis-building in accordance with the provisions of Indian River County Ordinance. Compliance Date: 7 /Ru / � Inspector, ID # 3,x°9 Indian River County Fire Prevention Bureau 1800 27th Street Vero Beach, FL 32960-0310 (772) 226- eee - l (t (772)978-1848 fax INSPECTION REPORT _/le �� - P9 Iq Iri ity O cupancy Type Date � Occupancy Na V'V Address ' Olt r/Mana er Telephone Owne g Of Zip NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. ADDRESS VIOLATIONS AND CODE SECTIONS _ 1A Each bay/unit shall be identified by 6 -inch numbers or letters, contrasting background, visible from roadway, at front & rear exits. NFPA 1, 10.13.1 _ 1B Knox entry system _Box _,Switch required, Emergency Services access is locked or secured. NFPA 1, 16.3.7.3 Notes: ELECTRICAL _ 2A Discontinue extension cords used in lieu of permanent wiring. Location(s): NFPA 1, 11. 1.5 _ 2B Circuits/Breakers in electrical panels are not legibly marked to indicate their purpose or area of service. NFPA 70, 110.22 _ 2C Aboveground interior and exterior wiring shall be protected in approved conduit. NFPA 70, 300.37 Notes: _ 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70, 110.12(a) Notes: _ 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70, 110.26(a) Notes: _ 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70, 300.15 and 314.25 Notes: _ 2G The use of non -listed multi -plug adapters are not allowed. Only UL listed or equal type may be used in accordance with their listing. NFPA 1, 11.1.5.1 _ 2H Wiring is damaged, replace or repair and protect as required. NFPA 1, 11.1.2 and .3 Notes: _ 21 No storage is allowed in dedicated electrical rooms. _ No storage or obstruction is allowed within the electrical breaker control panels/switch gear dedicated work or equipment room/space. NFPA 70, 110.26(6), (C), (F). The room/space must be separated by fire rating to allow storage. EXITS 3A Panic or fire exit hardware shall not have additional locks, latches or devices that inhibit its function or are not listediapproved. NFPA 101, 7.2.1.7.3 3B No furnishings, decorations, or other objects shall obstruct exits, access thereto, egress there from, or visibility thereof. NFPA 101, 7.1.10 3C Enclosed usable spaces within exit enclosures shall be prohibited. Open space within exit enclosures shall not be used for storage or any purpose that has the potential to interfere with egress. No storage is allowed under or within 10 feet of exterior stairs. NFPA 101, 7.2.2.5.3 3D Install or repair emergency lighting and/or exit signs. NFPA 101, 4.5.7 Notes: 3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the inside of the building. NFPA 101, 7.2.1.5.1 _3F Door is not functioning properly. NFPA 101, 7.2.1.5 Notes: FIRE EXTINGUISHERS 4A Fire extinguisher(s) required. Provide _extinguisher(s) of a 2A10BC minimum rating or as specified here: NFPA 1, 13.6.1 4B Mount fire extinguisher where it is visible, readily accessible, near exit egress, with the top no higher than 5 feet. NFPA 1, 13.6.3 and NFPA 10. 6.2 _4C Provide service and Inspection by a state licensed company for all fire extinguishers annually. FFPC 69A-21.203 & .237 and NFPA 10. 6.3 _4D Fire extinguisher(s): _Not fully charged _Physically damaged _Corroded Not mounted properly _Service tag is missing. NFPA 10, 1-6.2 Notes: GENERAL AND STORAGE 5A Compressed gas cylinders/tanks shall be secured to prevent from falling and identified with product name displayed. NFPA 1, 63.3.1.3.4 & 63.3.1.2 513 Remove all storage from HVAC air handling unit plenums. NFPA 90A, 4.3.10.5.3 Notes: 5C Flammable/Combustible liquids shall be stored in accordance with NFPA 11,66.4.5—Approved storage cabinet required—Fire rated area required. 51) Trash chute(s): _Not functioning properly _Spring is missing Fusible link is missing _Fire sprinklers need service. NFPA 82, 3-2 _5E Fire Drill records are incomplete, dries are required annually or as noted here: NFPA 101, 4.7 _5F Remove all storage from elevator equipment rooms. ANSI 17.101.2 Notes: Notes: Systems Present: "Fire Alarm Special Systems Inspection Report Initial Inspection: Recipient: _mak _Hood System _Standpipe „Fire Pump _Emergency Generator �Yes/'7 No Knox Box: Yes No Inspector: Scheduled Initial Reinspection Date / 1 Initial Reinspection Completion Date: 3rd Inspection / / Circle corrected items, Charge fee Inspector: 1D# ID # 4th Inspection / / Circle corrected items, Charge fee Inspector: ID # A fee for the 3rd inspection and subsequent inspections sh I be ap licable tis wilding in accordance with the provisions of Indian ver C unty Or mance. Compliance Date. / 7 I Inspector: ID # 3 NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazard and/or violation of the standards of the National Fire Prevention Association (NFPA) adopted by The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A re -inspection to determine compliance will be conducted on or after the scheduled re -inspection date. Failure to comply with the foregoing order before the date of such re -inspection may render you liable to the penalties provided by law for such violation. VIOLATIONS CODE SECTIONS ADDRESS 1A Each bay/unit shall be identified by 6 -inch numbers or letters, contrasting background, visible from roadway, at front and rear exits. NFPA 1 1B Knox entry system _Box _Switch required, Emergency Services access is locked or secured. NFPA 1 1C Truss Signage required. R (Roof) F (Floor) RF (Roof and Floor) ELECTRICAL 2A Discontinue extension cords used in lieu of permanent wiring. Location(s): NFPA t 26 Circuits/Breakers in electrical panels are not legibly marked to indicate their purpose of area of service. NFPA 70 2C Above ground interior and exterior wiring shall be protected in approved conduit. NFPA 70 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70 2E Remove all storage within 3 feet of the front of electrical panels. NFPA 70 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70 2G The use of non -listed multi -plug adapters are not allowed. Only UL listed or equal type may be used in accordance with their listing. NFPA 1 2H Wiring is damaged, replace or repair and protect as required. NFPA 1 EXITS 3A Panic or fire exit hardware shall not have additional locks, latches or devices that inhibit its function or are not listed/approved. NFPA 101 3B No furnishings, decorations, or other objects shall obstruct exits, access thereto, egress there from, or visibility thereof. NFPA 101 3C Enclosed usable spaces within exit enclosures shall be prohibited. Open space within exit enclosures shall not be used for storage or any purpose that has NFPA 101 the potential to interfere with egress. No storage is allowed under or within 10 feet of exterior stairs. 3D Install or repair emergency lighting and/or exit signs. NFPA 101 3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the inside of the building. NFPA 101 3F Door is not functioning properly. NFPA 101 FIRE EXTINGUISHERS 4A Fire extinguishers) required. Provide extinguishers) of a 2A1 OBC minimum rating or as specified here: NFPA 1 46 Mount fire extinguisher(s) where it is visible, readily accessible, near exit aggress, with the top no higher than 5 feet. NFPA 1,10 4C Provide service and inspection by a state licensed company for all fire extinguishers annually. NFPA 10 4D Fire extinquisher(s) Not Fully Charged. Physically Damaged. Corroded. Not Mounted Property. Missing Service Tag. NFPA 10 Notes: GENERAL AND STORAGE 5A Compressed gas cylinders/tanks shall be secured to prevent from falling and identified with product name displayed. NFPA 1 58 Remove all storage from HVAC air handling unit plenums. Notes: NFPA90A 5C Flammable/Combustible liquids shall be stored in accordance with NFPA 1. Approved Storage Cabinet Required. Fire Rated Area Required. NFPA 1 5D Trash Chute(s): Not Functioning Properly. Missing Spring. Missing Fusible Link. Fire Sprinklers Need Service. NFPA 82 5E Fire Drill records are incomplete. Drills Required Annually or Drills are required as noted here: NFPA 101 Notes: Systems Present: Fire Alarm. Sprinkler System. Hood System. Standpipe. Fire Pump. Emergency Generator Special Systems Inspection Report Attached: Yes. No. Knox Box: Yes. No jf� rt INIT L INSPECTION n5u Recipient: l� Gtt,yt,( l� f cmgok1­ Inspector: I ID# COMPLIANCE DAT In INSPECTOR: ID# RE-INSPECTION(S) If not in compliance on 3rd inspection, fees will be applied to this building in I compliance with Indian River County Code of Ordinances. i 3rd: I I Inspector: ID# 4th: I I Inspector: ID# INSPECTION REPORT NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. ADDRESS VIOLATIONS AND CODE SECTIONS _ 1 A Each bay/unit shall be identified by 6 -inch numbers or letters, contrasting background, visible from roadway, at front & rear exits. NFPA 1, 10.13.1 _ 1 B Knox entry system _Box _Switch required, Emergency Services access is locked or secured. NFPA 1, 16.3.7.3 Notes: ELECTRICAL _ 2A Discontinue extension cords used in lieu of permanent wiring. Location(s): _ NFPA 1, 11.1.5 _ 2B Circuits/Breakers in electrical panels are not legibly marked to indicate their purpose or area of service. NFPA 70, 110.22 _ 2C Aboveground interior and exterior wiring shall be protected in approved conduit. NFPA 70, 300.37 Notes: _ 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70, 110.12(a) Notes: 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70, 110.26(a) Notes: 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70, 300.15 and 314.25 Notes: _ 2G The use of non -listed multi -plug adapters are not allowed. Only UL listed or equal type may be used in accordance with their listing. NFPA 1, 11.1.5.1 _ 2H Wiring is damaged, replace or repair and protect as required. NFPA 1, 11.1.2 and .3 Notes: _ 21 No storage is allowed in dedicated electrical rooms. No storage or obstruction is allowed within the electrical breaker control panels/switch gear dedicated work or equipment room/space. NFPA 70, 110.26(8), (C), (F). The room/space must be separated by Fre rating to allow storage. EXITS 3A Panic or fire exit hardware shall not have additional locks, latches or devices that inhibit its function or are not listed/approved. NFPA 101, 7.2.1.7.3 _ 13 No furnishings, decorations, or other objects shall obstruct exits, access thereto, egress there from, or visibility thereof. NFPA 101, 7.1.10 _3C Enclosed usable spaces within exit enclosures shall be prohibited. Open space within exit enblosures shall not be used for storage or any purpose that has the potential to interfere with egress. No storage is allowed under or within 10 feet of exterior stairs. NFPA 101, 7.2.2.5.3 3D Install or repair emergency lighting and/or exit signs. NFPA 101, 4.5.7 Notes: 3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the inside of the building. NFPA 101, 7.2.1.5.1 _3F Door is not functioning properly. NFPA 101, 7.2.1.5 Notes: FIRE EXTINGUISHERS 4A Fire extinguisher(s) required. Provide _extinguisher(s) of a 2A10BC minimum rating or as Specified here: NFPA 1, 13.6. t _4B Mount fire extinguisher where it is visible, readily accessible, near exit egress, with the top no higher than 5 feet. NFPA 1, 13.6.3 and NFPA 10, 6.2 _4C Provide service and inspection by a state licensed company for all fire extinguishers annually. FFPC 69A-21.203 & .237 and NFPA 10, 6.3 _4D Fire extinguisher(s): ____Not fully charged _Physically damaged _Corroded Not mounted properly _Service tag is missing. NFPA 10, 1-6.2 Notes: GENERAL AND STORAGE 5A Compressed gas cylinders/tanks shall be secured to prevent from falling and identified with product name displayed. NFPA 1, 63.3.1.3.4 & 63.3.1.2 513 Remove all storage from HVAC air handling unit plenums. NFPA 90A, 4.3.10.5.3 Notes: 5C Flammable/Combustible liquids shall be stored in accordance with NFPA 1,66.4.5—Approved storage cabinet required_Fire rated area required. 5D Trash chute(s): Not functioning properly _Spring is missing _Fusible link is missing _Fire sprinklers need service. NFPA 82, 3-2 _5E Fire Drill records are incomplete, drills are required annually or as noted here: NFPA 101, 4.7 _5F Remove all storage from elevator equipment rooms. ANSI 17.101.2 Notes: Notes: Systems Present: _Fire Alarm _Spri ler System 'Hood System Standpipe _Fire Pump _Emergency Generator Special Systems Inspection a ort ttached: _ es o Knox Box: Yes No Initial Inspection: Recipient: Inspector: Scheduled Initial Reinspection Date: / / Initial Reinspection Completion Date: 3rd Inspection / / Circle corrected items, Charge fee Inspector: ID # ID # 4th Inspection / / Circle corrected items, Charge fee spector: ID # A fee for the 3rd inspection and subsequent inspections la'? 4applic e to thi uild' gin accordance with the provisions of Indian River County #0 inance. �} Compliance Date: �v / i Inspector: I [D# Indian river County Fire Prevention Bureau INSPECTION REPORT 1801 27th Street, Building A Vero Beach, Florida 32960-0310 Phone: (772) 226-1880 Fax: (772) 978-1848 InspectorSb&,,1L db& Na w 0 Direct Phone line n Date -_1.J 11 ---� �e�# ' -TU riority Occupancy Type CSC_ Type of Inspection OCCUPANCY NAME - Y- I L(1 IIP 4 n Tvnu A HuuKtab CITY.1hE hJ 4 J( C.! (_y L ZIP 0 �2u cut OWNER/MANAGER TELEPHONE STORIES NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazard and/or violation of the standards of the National Fire Prevention Association (NEPA) adopted by The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled re -inspection date. Failure to comply with the foregoing order before the date of such re -inspection may render you liable to the penalties provided by law for such violation. CODE SECTIONS VIOLATIONS - - - -- ADDRESS -- - - - ---- --- - 1A Each bay/unit shall be identified by 6 -inch numbers or letters, contrasting background, visible from roadway, at front and rear exits. NFPA t 1 B Knox entry system _Box _Switch required, Emergency Services access is locked or secured. NFPA 1 1C Truss Signage required. R (Roof) F (Floor) RF (Roof and Floor) ELECTRICAL 2A Discontinue extension cords used in lieu of permanent wiring. Location(s): NFPA 1 28 Circuits/Breakers in electrical panels are not legibly marked to indicate their purpose of area of service. NFPA 70 2C Above ground interior and exterior wiring shall be protected in approved conduit. NFPA 70 20 Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70 .2E Remove all storage within 3 feet of the front of electrical panels. NFPA 70 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70 2G The use of non -listed multi -plug adapters are not allowed. Only UL listed or equal type may be used in accordance with their listing. NFPA 1 2H Wiring is damaged, replace or repair and protect as required. NFPA t EXITS 3A Panic or fire exit hardware shall not have additional locks, latches or devices that inhibit its function or are not listed/approved. NFPA tot 3B No furnishings, decorations, or other objects shall obstruct exits, access thereto, egress there from, or visibility thereof. NFPA 101 3C Enclosed usable spaces within exit enclosures shall be prohibited. Open space within exit enclosures shall not be used for storage or any purpose that has NFPA 101 the potential to interfere with egress. No storage is allowed under or within 10 feet of exterior stairs. 3D Install or repair emergency lighting and/or exit signs. NFPA tot 3E Secondary exit doorhas an improper lock. Deadboits shall not require the use of a key from the inside of the building. NFPA 101 3F Door is not functioning properly. NFPA 101 FIRE EXTINGUISHERS 4A Fire extinguisher(s) required. Provide . extinguisher(s) of a 2A10BC minimum rating or as specified here: NFPA 1 48 Mount fire extinguisher(s) where it is visible, readily accessible, near exit aggress, with the top no higher than 5 feet. NFPA 1,10 4C Provide service and inspection by a state licensed company for all fire extinguishers annually. NFPA 10 4D Fire extinquisher(s) Not Fully Charged. Physically Damaged. Corroded. Not Mounted Property. Missing Service Tag. NFPA 10 Notes: GENERAL AND STORAGE 5A Compressed gas cylinders/tanks shall be secured to prevent from falling and identified with product name displayed. NFPA 1 5B Remove all storage from HVAC air handling unit plenums. Notes: NFPA 0oA 5C Flammable/Combustible liquids shall be stored in accordance with NFPA 1. Approved Storage Cabinet Required. Fire Rated Area Required. NFPA 1 5D Trash Chute(s): Not Functioning Properly. Missing Spring. Missing Fusible Link. Fire Sprinklers Need Service. NFPA 82 5E Fire Drill records are incomplete, Drills Required Annually or Drills are required as noted here: NFPA 101 Notes: Systems Present: Fire Alarm. Sprinkler System. Hood System. Standpipe. Fire Pump. Emergency Generator Special Systems Inspection �Report .Attached: Yes. No. Knox Box: Yes. No AP r rPT- I AS, ECTION (si) F RE-INSPECTION(S) Inspector: ID# If not in compliance on 3rd inspection, fees will be applied to this building in 4 compliance with Indian River County Code of Ordinances. II COMPLIANCE DATE 1 y 1 3rd: 1 / Inspector. 10# i INSPECTOR: iD# I 4th: I— ID# fi Date OWNER/MANAG Indian River County Fire Prevention Bureau 1801 27th Street, Building A Vero Beach, Florida 32960-0310 Phone: (772) 226-1880 Fax: (772)_978-1848 Inspector It INSPECTION REPORT Type of —t Phone TELEPHONE STORI NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazard and/or violation of the standards of the National Fire Prevention Association (NFPA) adopted by The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A re -inspection to determine compliance will be conducted on or after the scheduled re -inspection date. Failure to comply with the foregoing order before the date of such re -inspection may render you liable to the penalties provided by law for such violation. VIOLATIONSCODE SECTIONS ADDRESS - - -- - 1A Each bay/unit shall be identified by 6 -inch numbers or letters, contrasting background, visible from roadway, at front and rear exits. NFPA 1 1B Knox entry system _Box _Switch required, Emergency Services access is locked or secured. NFPA 1 1C Truss Signage required. R (Roof) F (Floor) RF (Roof and Floor) ELECTRICAL 2A Discontinue extension cords used in lieu of permanent wiring. Location(s): NFPA 1 28 Circuits/Breakers in electrical panels are not legibly marked to indicate their purpose of area of service. NFPA 70 2C Above ground interior and exterior wiring shall be protected in approved conduit. NFPA 70 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70 2E Remove all storage within 3 feet of the front of electrical panels. NFPA To 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70 2G The use of non -listed multi -plug adapters are not allowed. Only UL listed or equal type may be used in accordance with their listing. NFPA 1 2H Wiring is damaged, replace or repair and protect as required. NFPA 1 EXITS 3A Panic or fire exit hardware shall not have additional locks, latches or devices that inhibit its function or are not listed/approved. NFPA tot 3B No furnishings, decorations, or other objects shall obstruct exits, access thereto, egress there from, or visibility thereof. NFPA tot 3C Enclosed usable spaces within exit enclosures shall be prohibited. Open space within exit enclosures shall not be used for storage or any purpose that has NFPA 101 the potential to interfere with egress. No storage is allowed under or within 10 feet of exterior stairs. 3D Install or repair emergency lighting and/or exit signs. NFPA 101 3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the inside of the building. NFPA tot 3F Door is not functioning properly. NFPA 101 FIRE EXTINGUISHERS 4A Fire extinguisher(s) required. Provide extinguisher(s) of a 2A10BC minimum rating oras specified here: NFPA 1 4B Mount fire extinguisher(s) where it is visible, readily accessible, near exit aggress, with the top no higher than 5 feet. NFPA 1,10 4C Provide service and inspection by a state licensed company for all fire extinguishers annually. NFPA 10 4D Fire extinquisher(s) Not Fully Charged. Physically Damaged. Corroded. Not Mounted Properly. Missing Service Tag. NFPA 10 Notes: GENERAL AND STORAGE 5A Compressed gas cylinders/tanks shall be secured to prevent from falling and identified with product name displayed. NFPA 1 , 5B Remove all storage from HVAC air handling unit plenums. Notes: NFPA 90A 5C Flammable/Combustible liquids shall be stored in accordance with NFPA 1. Approved Storage Cabinet Required. Fire Rated Area Required. NFPA 1 i 5D Trash Chute(s): Not Functioning Properly. Missing Spring. Missing Fusible Link. Fire Sprinklers Need Service. NFPA 82 5E Fire Drill records are incomplete. Drills Required Annually or Drills are required as noted here: NFPA tot Notes: Systems Present:Fire Alarm. Sprinkler System. Hood System. Standpipe. Fire Pump. Emergency Generator Special Systems — ---r- Inspector: COMPLIANCE Da: Report Attached: Yes. No. Knox Box: Yes. No RE -INSPECTIONS) /f not in compliance on 3rd inspection, fees will be applied to this building in compliance with Indian River County Code of Ordinances. 3rd: _I_I Inspector: ID# 4th: / I Inspector: ID# DATE ACTION TAKEN PERSON CONTACTED INSPFP' R REMARKS (� S, -z0-off ►-30-o,2 i a tt t Co I �f�cilr Flo A nyED Owl 4-247- u than River County Fire Re Le Vero Beach, FL 32960 Fire Prevention Violation Notice Thu Jan 12, 2006 File (Occupancy)ID# Early Learning Academy 002370B 1728 24 ST Vero Beach, FL 32960 2004070886 An inspection (or plan review) of your facility on Wed May 18, 2005 revealed the violations listed below. ORDER TO COMPLY: Since these conditions are contrary to law, you must correct them upon receipt of this notice. An inspection to determine compliance with this Notice will be conducted on at / / If you fail to comply with this notice before the reinspection date listed, you may be liable for the penalties provided for by law for such violations. Violation Code Article Division Page Record tag on system FFPC 4A-48 A record tag has not been affixed to the fire alarm control panel when serviced, tested, repaired, or inspected. Repaired 05/24/2005 -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Buckner, Ellis (Electronic Signature) Inspector 01/12/2006 13:37 Occupant/Owner Page 1 Date / / flotr Occupancy Name ! Fire Insurance Company Billing Code: Indian River County Fire Division FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, Florida 32960 Office (772)770-5121X3007 Fax (772)770-5117 FI INSPECTION REPORT / Priority Type of Inspection 21 �,�¢ S1 IN6 Ac4b, Type City Zip STT Telephone Stories Knox Box _ Standpipe Fire Pump Emergency Generator Hood System_ Amount: Invoice #: NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. VIOLATIONS AND CODE SECTIONS: ADDRESS _ 1A Post 6 -Inch numerical address, which shall be visible from the street or roadway. NFPA 13-7.1 18 Each bay/unit shall be identified by 4 -Inch letters or numbers, at the front & rear exits. Indian River County Code 951.07 10 Key lock box required. NFPA 13-6 ELECTRICAL _ 2A Discontinue extension cords used in lieu of permanent wiring. NFPA 16-1.5 _ 213 Circuits in electrical panels are not marked to indicate the area of service. NFPA 70 384-13 _ 2C Interior and exterior wiring shall be in rigid conduit. NFPA 70 300.4,5 _ 2D Replace cover and/or voids In the electrical panel, voids shall be filled with approved spacers. NFPA 70110-12(a) _ 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70 110-26(a) _ 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70 370-25 _ 2G The use of multi -plug adapters are not allowed. Replace with UL approved type. NFPA 70 305-2 2H Wiring Is damaged, replace or repair and protect as required. NFPA 16-1.2 and .3 _ 21 No storage allowed In electrical rooms. NFPA 70110-26(B) (C) EXITS „_3A Doors equipped with panic/fire exit hardware shall have no other locks or latches that are not associated with the hardware. NFPA 101 7.2.1.7 _3121 Remove obstructions, storage, or combustibles from exits, aisles, corridors, and/or under stairways to ensure free exiting. NFPA 101 7.1.10.2.1 _3C Unlock all exit doors whenever the public occupies the building. NFPA 101 7.2.1.5.1 _3D Install or repair emergency lighting and/or exit signs. NFPA 101 4.5.7 _3E Secondary exit door has an improper look. Deadbolts shall not require the use of a key from the Inside of the building. Replace with thumb latch. NFPA 101 7.2.1.5.1 FIRE EXTINGUISHERS _4A Provide extinguishers) of a minimum rating. NFPA 17-6.2 48 Mount fire extinguisher where it is visible and readily accessible, with the top no higher than 5 feet. NFPA 101-6.3/1-6.10 A4C Provide service and tagging (by a state licensed company) for all fire extinguishers annually. FFPC 4A-21.237 (/ "4D Fire extinguishers are not in proper working order. NFPA 10 1-6.2 HOUSEKEEPING AND STORAGE bA Secure and identify compressed gas cylinders with product name displayed. NFPA 101 9-1.1 and NFPA 54 �5B Remove all storage from air conditioning equipment and/or elevator equipment rooms. NFPA 90A 2-3.10.5.2 and ANSI 17.101.2 _5C Provide approved storage for flammable liquids. NFPA 30 4-3, 4-4, 4-5 �5D Trash chute is not functioning property, springs are missing, or fusible link Is missing. NFPA 82 3.2.4 r sc-P I ©V -" ba +6t) -o Special Systems In pe9#on Report Attached Other Attachments Compliance date / i 5 Reinspection date / Q-S� NOTE: A FEE FOR A 2ND RE -INSPECTION SHALL BE APPLICABLE TO THIS BUILDING IN ACCORDANCE WITH THE PROVISIONS TH IAN IVER COUNTY FIRE PR Recipient: inspector: ID# 1s e-inspectlon: / / Inspector: ID# 2nd Re -inspection: / / Inspector: ID# rev3/02 Wed May 16, 2005 Early Learning Academy 1728 24 ST Vero Beach, FL 32960 Indian River County Fire `iscue Vero Beach, FL 32960 772-567-3160 Fire Prevention Violation Notice File (Occupancy)ID# 002370E 2004070886 An inspection (or plan review) of your facility on Wed May 18, 2005 revealed the violations listed below. ORDER TO COMPLY: Since these conditions are contrary to law, you must correct them upon receipt of this notice. An inspection to determine compliance -with this Notice will be conducted on at / / If you fail to comply with this notice before the reinspection date listed, you may be liableforthe penalties provided for by law for such violations. �, \ J -J Violation Code Article Division Page Record tag on system FFPC 4A-48 A record tag has not been affixed to the fire alarm control panel when serviced, tested, repaired, or inspected. -------------------------------------------------------------------------------------------------------------------------------------------------------------------............................. Buckner, Ellis (Electronic Signature) Inspector 05/18/2005 15:55 X Occupant/Owner Page 1 Mon Oct 25, 2004 lian River County Fire Rei e 1500 Old Dixie Highway . Vero Beach, FL 32960 772-562-2028 Ext.3007 FP Violation Notice File# 002370B Early Learning Academy 1728 24 ST Project# Vero Beach, FL 32960 Permit# 2004070886 An inspection (or plan review) of your facility on Mon Oct 25, 2004 revealed the violations listed below. ORDER TO COMPLY: Since these conditions are contrary to law, you must correct them upon receipt of this notice. An inspection to determine compliance with this Notice will be conducted on at / / if you fail to comply with this notice before the reinspection date listed, you may be liable for the penalties provided for by law for such violations. Violation Code Article Division Page 102 No Violations Noted "Pre -opening" inspection. This is an existing facility that underwent a "change of occupancy", with no structural modifications.. A life Safety inspection was done to inspect emergency lights and devices already in place. A new fire alarm sysytem has been installed. This facility has met the requirements and is in compliance. Repaired 10/25/2004 --------------------------------------------------------------------------------------------- 102 No Violations Noted "Pre -opening" inspection. This is an existing facility that underwent a "change of occupancy", with no structural modifications. A life Safety inspection was done to inspect emergency lights and devices already in place. A new fire alarm sysytem has been installed. This facility has met the requirements and is in compliance. Repaired 10/25/2004 -------------------------------------------------------------------------------------------------- X Occupant/Owner Page 1 Indian River County Fire Division FiRE PREVENTION BUREAU eRN 1500 Old Dixie Highway, Vero Beach, Florida 32960 Office (772)770-5121 X3007 Fax (772)770-5117 INSPECTION REPORT ,. a,. Date / �/ File # 3 90 Priori Type of Inspection • E 15 Occupancy Name i C G W Type t� Address 1 117 al f Z7-IL&-erCify. 14r,-ApF in 'J" 2 9e_ Owner/Manager Te ephone !! 70- 31 TV Stories_ Knox Box Fire Alarm Sprinkler Systems Standpipe Fire Pump Emergency Generator Hood System Insurance Company Billing Code: Amount: Invoice #: NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an Inspection of your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. VIOLATIONS AND CODE SECTIONS: ADDRESS _ 1 A Post 6 -Inch numerical address, which shall be visible from the street or roadway. NFPA 13-7.1 _ 1 B Each bay/unit shall be identified by 4 -inch letters or numbers, at the front & rear exits. Indian River County Code 951.07 _ 1 C Key lock box required. NFPA 13-6 ELECTRICAL 2A Discontinue extension cords used in lieu of permanent wiring. NFPA 1 6-1.5 2B Circuits in electrical panels are not marked to indicate the area of service. NFPA 70 384-13 _ 2C Interior and exterior wiring shall be In rigid conduit. NFPA 70 300.4,5 _ 2D Replace cover and/or voids In the electrical panel, voids shall be filled with approved spacers. NFPA 70 110-12(a) 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70 110-26(a) 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70 370-25 2G The use of multi -plug adapters are not allowed. Replace with UL approved type. NFPA 70 305-2 — 2H Wiring is damaged, replace or repair and protect as required. NFPA 16-1.2 and .3 _ 21 No storage allowed In electrical rooms. NFPA 70110-26(B) (C) EXITS _3A Doors equipped with panlatfire exit hardware shall have no other locks or latches that are not associated with the hardware. NFPA 101 7.2.1.7 _3B Remove obstructions, storage, or combustibles from exits, aisles, corridors, and/or under stairways to ensure free exiting. NFPA 101 7.1.10.2.1 3C Unlock all exit doors whenever the public occupies the building. NFPA 101 7.2.1.5.1 _3D Install or repair emergency lighting and/or exit signs. NFPA 101 4.5.7 _3E Secondary exit door has an Improper lock. Deadbolts shall not require the use of a key from the inside of the building. Replace with thumb latch. NFPA 101 72.1.5.1 FIRE EXTINGUISHERS 4A Provide extinguisher(s) of a minimum rating. NFPA 17-6.2 4B Mount fire extinguisher where it is visible and readily accessible, with the top no higher than 5 feet. NFPA 10 1-6.3 /1-6.10 4C Provide service and tagging (by a state licensed company) for all fire extinguishers annually. FFPC 4A-21.237 _41) Fire extinguishers are not in proper working order. NFPA 10 1-6.2 HOUSEKEEPING AND STORAGE 5A Secure and identify compressed gas cylinders with product name displayed. NFPA 1019-1.1 and NFPA 54 59 Remove all storage from air condWoning equipment and/or elevator equipment rooms. NFPA 90A 2-3.10.5.2 and ANSI 17.101.2 _5C Provide approved storage for flammable liquids. NFPA 30 4-3, 4-4,4-5 ,d _51) Trash chute is not functioning properly, springs are missing, or fusible link is missing. NFPA 82 3.2.4 L) *,C- 6, Xeigwi tEm*l7Z":-5' #Rre &-&N ,ytEl. Special Systems Inspe Compliance date /c/257 NOTE: A FEE FOR A 2ND RE -IN CT THE PROVISIAIIS 2nd Attached Other Attachments Reinspection date / / BE APPLICABLE TO THIS BUILDING IN ACCORDANCE WITH FIRE PREVEN I I ORDINVI Inspector: L ID# 3 Inspector: ID# Inspector: ID# rev3/02 ` ian River County Fire Ret s 1500 Old Dixie Highway Vero Beach, FL 32960 772-562-2026 Ext.3007 FP Violation Notice Mon Sep 20, 2004 File# 002370B Ear Learning Academy Project# 24 ST 1110-13 Vero Beach, FL 32960 Permit# 2004070886 An inspection (or plan review) of your facility on Mon Sep 20, 2004 revealed the violations listed below. ORDER TO COMPLY: Since these conditions are contrary to law, you must correct them upon receipt of this notice. An inspection to determine compliance with this Notice will be conducted on at / / If you fail to comply with this notice before the reinspection date listed, you may be liable for the penalties provided for by law for such violations. Violation Code Article Division Page 102 No Violations Noted New Fire Alarm system inspection. System in compliance. Repaired 09/20/2004 -------------------------------------------------------------------------------------------------- 102 No Violations Noted New Fire Alarm system inspection. System in compliance. Repaired 09/20/2004 -------------------------------------------------------------------------------------------------- X he y Parmenter, Peggy Inspector ww Occupant/Owner 0 09/20/2004 14:37 Page 1 INDIA)JIVER COUNTY BUILDING160 ISION 18 25TH STREET, VERO BEACH, FL PERMIT APPLICATION 00%2 ADPL DATE 7/20/2004 Con, RECEIVED JUL 2 0 1004 28 MIAN RIVER ONNP OF EMERGENCY SERI PERMIT #: 2004070886 PERMITTYPE: IF D •�7 ISSUE --D DATE-� BY, FIRE OIVlSION JOB DESCRIPTION: ;FIRE r JOB ADDRESS: 19 /I Gq3 '6 :T LOT00BLOCK: 011 006.0 SUBDIVISION #: 1019-VERO BEACH (CITY OF) ORIGINAL TOWN SUB ADDR NBR: 39956 FOLIO NBR: 33-39-02-00001-0110-00006.0 WWP (2X fee): N OWNER NAME: ELDERLY LOVING CARE, INC JURISDICTIONs VB FLOOD ZONE: X FLOOD ELEV: U FLOOD MAP: 158E INSP AREA: PROJECTS APPLICANT: MARCIL, ROGER L. DBA: ABSOLUTE PROTECTION TEAM, INC. SETBACKS FRONT: REARS FCC CODE: 999 NOT APPLICABLE SQBT, JOB VALUE: $ 6,160.00 TIFF #: ROW NBR: ADDITIONAL INFO: TYPES CONTRACT JOB PHONE: (772)770-0111 CERT NBRs 1495 JOB FAX: (772)770-3375 LEFT: RIdHT: #UNITS: #FLOORS: #BLDGS: / � P Z �ID-Dy -1> i✓fll' Re 173o i N � 11-3 is . IN ACCORDANCE WITH APPLICATION ON FILE IN IS OFFICE CONCEALED WORK MUST BE SHOWN BEFORE BEING ivvwl": in auu"Ion to Lae requirements in Lnis permit, Lnere may xsaI restrictions applicable to this property that may be found in the records of this jurisdiction, and there may be additional permits required from other governmental entities such as water management districts, stat agencies, or federal agencies. FS:553.79(10) A permit expires if work has not commenced within six(6) months of being issued or if there is no inspection activity for a period of Six(6) months per Standard Building Code requirements, "PERMITS° section. For Inspections, Call 770-5455 This permit issued by order of Building Official. Owner/Contractor Date WARNING TO OWNER: YOUR FAILURE TO RECORD A NOTICE OF COMMENCEMENT MAY RESULT IN YOUR PAYING TWICE FOR IMPROVEMENTS TO YOUR PROPERTY. IF YOU INTEND TO OBTAIN FINANCING CONSULT WITH YOUR LENDER OR AN ATTORNEY BEFORE RECORDING YOUR NOTICE OF COMMENCEMENT. CDPR2020 ',71(� X20 07/27/04 TUE 02:40 FAX 7727703375 ABSOLUTE PROTEAM .L% . ABSOLUTE PROTECTIONTFAm IYII Vi BURULAR Y FIRE - OVI'V - ACORU CONTROL - INTERCOM *VAC - HOME THEATER - WHOLE HOUBB AUD10 . STRUCTURED WIRING July 27th 2004 Indian River County Fire Inspectors Office Vero Beach, Florida. 32960 Dear Jeff Diggs: We authorize you to expedite the review of the plans for Early Learning Academy at $50.00 per hour. Thank you, Robert M. Tarbes Commercial Division Absolute Protection Team Always There! 4320 US Hwy. 1 - Vero Beach, FL 32967 Vero PSL Stuart Okeechobee Melbourne Jupiter 770-0111 873-1238 286-8908 357-7222 751-1238 784-4999 loll Free: 888 -784 -TEAM (8326) • Fag: 772-770-3375 Nceme A RF0000252 [a 002 07/27/04 TUE 02:48 FAX 7727703375 . . APT Fire & Security APT Telefax Transmission ABSOLUTE PROTEAM Absolute Protection Team 4320 US Hwy 1 Vero Beach, FL 32887 v Telephone 772-770.0111 Fax: 772-770-3375 This facsimile transmission may contain confidentisi and/or attorney/dient privileged Information belonging to the sender. This Information is Intended only for the use of the individual or entity named on this trenemisslon sheet If you are not the Intended MlOnt, or the employee or agent raeponelble to the intended reoiptent, you should return to sender immediately You, are hereby notMed that any disclosure, copying, distribution or the taking of any action In reliance on the contents of this tetecopled Information Is strictly prohibited. Date July 27th 2004 Company Indian River County Fire Inspectors Office Attention Jeff Diggs Fax No. 772.770-5117 From Bob Tarbes & Roger Marcil Subject Early Leaming Academy 1728 24th Street Building Q 001 BEST AVAILABLE COPY 72-12 INSTALLATION, MAINTENANCE, AND USE OF PROTECTIVE SIGNALING SYSTEMS Fire Alarm System Certification and Description Protected System System - Service Property Installer Supplier ,` O°rganization Name , _ZUA?'/1—AIDE- IW7— Address 3vp aN�sr yigo u S 1. 43zt) 14 S l A.13P,o u 5 J V - � �, / Representative SM K( tp' Telephone77D,- Oh t /� �� , Location of As Built Drawings- >� e /..1' 1/ O L —W4W �u/l ri_ Location of Own Location of Test 1. Certification of System Installation: (Fill out after installation is complete and wiring checked for opens, shorts, ground faults, and improper branching, but prior to conduct- ing operational acceptance tests.) This system installation was inspected by on o1e v y and found to comply with the installation requirements of: Chapters 6, 7, S, 9, and 10 of NFPA 72 and NFPA 72E (Circle any that apply) Article 760 of NFPA 70, National Electrical Code® NFPA 72H Manufacturer's Instructions Date 0 Owl 2. Certification of System Operation: All open io1 feats and functions of this system were tested by G on and found to be operating properly in accordance ' with the requirements of Chapters 6, 7, 8, 9, and 10 of NFPA 72 and NFPA 72E Job Specifications NFPA 72H Manufacturer's Instructions Ot I ' ) ` Signed Da Test Witness for the Authority Having Figure 2.2.2 Cerdficate of Compliance. 1980 Edtlon 34`t - \z� SYSTEM FUNDAMENTALS AT THE PROTECTED PREMISES S. Type(s) of System or Service: NFPA 72, Chapter 6 Local. If aI rm is transmitted to loc ,n, (s) off premise, list where received: - led -2 Ate/ ht- (J� ��p7 NFPA 72, Chapter 7 — Auxiliary. Indicate type of connection: Local Energy, Shunt, Parallel Telephone. Location and telephone number for receipt of signals: NFPA 72, Chapter 8 — Remote Station. Alarm Supervisory: NFPA 72, Chapter 9 — Proprietary. If alarms are retransmitted to Public Fire Service Communications Center or Central Station, indicate 1 cation• and telephone i; ber of the organization receiving alarm.- ^ Indicate how alarm is retransmitted _ NFPA 72, Chapter 10 - Emergency Voice/Alarm Service. Quantity of voice/alarm channels:— Single— Multiple (specify) Quantity of speakers installed: Quantity of speaker zones: Quantity of telephones or telephone jacks included in system: 4. Alarm Initiating Devices and Circuits: Quantity and style (See NFPA 72, Table 2-6.1) of Initiating Device Circuits connected to system: Quantity , Style Types and quantities of alarm initiating devices installed: Manual Stations: Noncoded, Coded Smoke Detectors Ion, _Photo. Duct Detectors: Ion, Photo. Sprinkler Water Flow Switch s Other: (List) _W e 5 Quantity: Quantity: Quantity: Quantity: Quantity: 5. Alarm Indicating Appliances and Circuits: Quantity of indicating appliance circuits connected to system: Types and quantities of alarm indicating appliances installed: Bells: Size Quantity: Horns: Quantity: Chimes: Other: Visible Signals Indicate whether (specify) Type: combined with audible, or Figure 2-2.2 Certificate of Compliance. Quantity: Quantity: Quantity: mounted separately. 72-13 1990 Edition I BEST AVAILABLE COPY 72-14 INS1'ALIATION, MAINTENANCE, AND USE OF PROTECTIVE SIGNALING SYSTEMS 6. Supervisory Signal Initiating Devices and Circuits: Quantity and Style (see PA 72, Table 2-6.1) of supervisory circuits: Quantity Types and quantities of supervisory signal initiating devices installed: Sprinkler Control Valve Building Temperature Site Water Temperature Site Water Supply Level Electric Fire Pump: Fire Pump Power Fire Pump Running Fire Pump Running Engine Driven Fire Pump: Selector in Auto. Position Engine or Control Panel Trouble Fire Pump Running Engine Driven Generator: Selector in Auto. Position Control Panel Trouble Transfer Switch Engine Running Other Supervisory Function (specify): Quantity: Quantity:_ Quantity: Quantity: Quantity: Quantity: Quantity: Quantity: Quantity: Quantity: Quantity: Quantity: Quantity: Quantity - Qua ntity: uantity:Quantity: 7. Signaling Line Circuits: Quantity and Style a NFPA 72, Table 2-7.1) of signaling line circuits connected to system: Quantity , Style(s) 8. System Power Supplies a. Primary (Main): Nominal Voltage: Overcurrent Protection: Type b. Seconylary (Standby): �V Storage Battery: Amp -Hr. Rating Calculated capacity to operate system, in hours: 24, 60 Engine -driven generator dedicated to fire alarm system: Location of fuel storage: c. Emergen or Standy System used as backup to Primary Power Supply, instead of using a Secondary Power Sup ly Emergency System described in NFPA 70, Article 700. Legally Required Standby System described in NFPA 70, Article 701. Optional Standby System described in NFPA 70, Article 702, which also meets the performance requirements of Article 700 or 701. Figure 2-2.2 Certificate of Compliance. 1990 Edition BEST AVAILABLE COPY _STEM FUNDAMENTALS AT THE PROTECTED PREMI_—„ 72-15 9. System Deviations from the Referenced NFPA Standards: None As Follows (describe fully) Figure 2.2.2 Ceniflcate of Compliance 1090 Edition - I Poll_e | / ' EST AVAILABLE b?7-J�(w goo it 04 WT , �--_ --_ - -_--� - -_Vj Dro Beach, FL Stste' FIRS -M-8326 Date / As—/'o Occupancy Name Indian River County Fire Division FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, Florida 32960 Office (772)770-5121 X3007 Fax (772)770-5117 Fire Alarm_,_ Sprinkler Systei Insurance Company Billing Code: INSPECTION REPORT 10J 0J Priority Type of Inspection L i f E S AGE7 A T E Type AL 4) S Y Cit 06,c Zip 3 2 O ' o Telephone 770-Z214ttories Knox Box Standpipe Fire Pump Emergency Generator Hood System Amount: Invoice #: NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon recelpt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. VIOLATIONS AND CODE SECTIONS: ADDRESS _ 1A Post 6 -Inch numerical address, which shall be visible from the street or roadway. NFPA 13-7.1 _ 1 B Each baylunit shall be Identified by 4 -inch letters or numbers, at the front & rear exits. Indian River County Code 951.07 _ 1 C Key lock box required. NFPA 13-6 ELECTRICAL _ 2A Discontinue extension cords used in lieu of permanent wiring. NFPA 16-1.5 _ 2B Circuits in electrical panels are not marked to Indicate the area of service. NFPA 70 384-13 _ 2C Interior and exterior wiring shall be in rigid conduit. NFPA 70 300.4,5 _ 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70110-12(a) _ 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70 110-26(a) _ 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70 370.25 _ 2G The use of multi -plug adapters are not allowed. Replace with UL approved type. NFPA 70 305-2 2H Wiring is damaged, replace or repair and protect as required. NFPA 16-1.2 and .3 — 21 No storage allowed In electrical rooms. NFPA 70 110-26(5) (C) EXITS _3A Doors equipped with panlclfire exit hardware shall have no other looks or latches that are not associated with the hardware. NFPA 101 7.2.1.7 3B Remove obstructions, storage, or combustibles from exits, aisles, corridors, and/or under stairways to ensure free exiting. NFPA 101 7.1.10.2.1 +30 Unlock all exit doors whenever the public occupies the building. NFPA 101 7.2.1.5.1 _3D Install or repair emergency lighting and/or exit signs. NFPA 101 4.5.7 _3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the Inside of the building. Replace with thumb latch. NFPA 101 7.2.1.5.1 FIRE EXTINGUISHERS 4A Provide _extingulsher(s) of a minimum rating. NFPA 17-6.2 4B Mount fire extinguisher where It Is visible and readily accessible, with the top no higher than 5 feet. NFPA 10 1-6.3 / 1-6.10 !4C Provide service and tagging (by a state licensed company) for all fire extinguishers annually. FFPC 4A-21.237 _4D Fire extinguishers are not In proper working order. NFPA 101-6.2 HOUSEKEEPING AND STORAGE _6A Secure and identify compressed gas cylinders with product name displayed. NFPA 1019-1.1 and NFPA 54 _5B Remove all storage from air conditioning equipment and/or elevator equipment rooms. NFPA 90A 2-3.10.5.2 and ANSI 17.101.2 _5C Provide approved storage for flammable liquids. NFPA 30 4-3, 4-4, 4-5 _5D Trash chute is not functioning properly, springs are missing, or fusible link Is missing. NFPA 82 3.2.4 _ Special Systems Compliance date/ NOTE: A FEE FOR A 2ND Report Attached Other Attachments Reinspection date / / SHALL BE APPLICABLE TO THIS BUILDING IN ACCORDANCE WITH THE PROVIS NS ) T AdV RIVER COUNTY FIRE PREVENT 0 ORD CE- Recipienti� �� Inspector: L T• ID#_ r> 1st Re -Inspection: / / Inspector: ID# 2nd Re -inspection: / / Inspector: ID# rev3/02 Date Fire Insurance Company Billing Code: Indian River County Fire Division FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, Florida 32960 Office (772)770-5121 X3007 Fax (772)770-5117 INSPECTION REPORT I �[ File #�Pftdty—L Type of Inspection Vl"�r✓ Type _/ City zip,7= Telephone tories Knox Box-—� Fire Pump Emergency Generator Hood Systerri- Amount: Invoice #: NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. VIOLATIONS AND CODE SECTIONS: ADDRESS _ 1A Post 6 -inch numerical address, which shall be visible from the street or roadway. NFPA 13-7.1 _ 1 B Each bay/unit shall be identified by 4 -inch letters or numbers, at the front & rear exits. Indian River County Code 951.07 _ 1C Key lock box required. NFPA 13-6 ELECTRICAL _ 2A Discontinue extension cords used in lieu of permanent wiring. NFPA 1 6.1.5 _ 2B Circuits in electrical panels are not marked to indicate the area of service. NFPA 70 384-13 _ 2C Interior and exterior wiring shall be In rigid conduit. NFPA 70 300.4,5 _ 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70 110-12(a) _ 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70 110-26(a) 2F Open wire splices require a Junction or receptacle box with a cover plate. NFPA 70 370-25 2G The use of mull -plug adapters are not allowed. Replace with UL approved type. NFPA 70 305-2 _ 2H wiring is damaged, replace or repair and protect as required. NFPA 1 6-1.2 and .3 _ 21 No storage allowed in electrical rooms. NFPA 70 110-26(B) (C) EXITS _3A Doors equipped with panic/fire exit hardware shall have no other locks or latches that are not associated with the hardware. NFPA 101 7.2.1.7 =38 Remove obstructions, storage, or combustibles from exits, aisles, corridors, and/or under stairways to ensure free exiting. NFPA 101 7.1.10.2.1 3C Unlock all exit doors whenever the public occupies the building. NFPA 101 7.2.1.5.1 —73D Install or repair emergency fighting and/or exit signs. NFPA 101 4.5.7 _3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the inside of the building. Replace with thumb latch. NFPA 101 7.2.1.5.1 FIRE EXTINGUISHERS _4A Provide_ extinguisher(s) of a minimum rating. NFPA 17-6.2 _4B Mount fire extinguisher where it is visible and readily accessible, with the top no higher than 5 feet. NFPA 10 1.6.3 / 1-6.10 _4C Provide service and tagging (by a state licensed company) for all fire extinguishers annually. FFPC 4A-21.237 _4D Fire extinguishers are not in proper working order. NFPA 10 1-6.2 HOUSEKEEPING AND STORAGE _5A Secure and Identify compressed gas cylinders with product name displayed. NFPA 101 9-1.1 and NFPA 54 _5B Remove all storage from air conditioning equipment and/or elevator equipment rooms. NFPA 90A 2-3.10.5.2 and ANSI 17.101.2 _5C Provide approved storage for flammable liquids. NFPA 30 4-3, 4-4, 4-5 _51) Trash chute Is not functioning properly, springs are missing, or fusible link is missing. NFPA 82 3.2.4 Special Syste son Report Attached Other Attachments Compliance date Re spection date NOTE: A FEE A 2 RE -INSPECTION SHALL BE APPLICA L TO T IS B D G IN ACCORDANCE WITH THE PROVI O IAN RIVER COUNTY FIRE PREVE IN / Recipient: Inspector. # 1st a -Ins Ion: / / Inspe ID# 2nd Re -inspection: / / Inspector: ID# rev3/02 3fl- Iz� Date I / V / Occupancy. Name Owner/Manager _L Fire Alarm/ Spri Insurance Company Indian River County Fire Division FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, Florida 32960 Office (561)770-5121 Fax (561)770-5117 INSPECTION REPORT File #23 70 9 Priority ­L Type of Inspection'/'i 54 o -Tu r >c Type $w,a ri• City tr G Zip2 4 .4C1 / . d T Telephone 7 70-2 29S Stories ! Knox Box r System i/ Standpipe Fire Pump Emergency Generator Hood Systeft&S Billing Code: Amount: Invoice #: NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an Inspection of your premises has disclosed the following fire safety hazards and/or violations of the provisions of appropriate Local or State Codes. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. VIOLATIONS AND CODE SECTIONS: ADDRESS 1A Post 6 -Inch numerical address, which shall be visible from the street or roadway. NFPA 13-7 '- 1 B Each bay/unit shall be identified by 4 -inch letters or numbers. at the front & rear exits. NFPA 1 3-7 _ 1C Key lock box required. NFPA 13-6 ELECTRICAL _ 2A Discontinue extension cords used in lieu of permanent wiring. _ NFPA 16-1.5 _ 2B Circuits In electrical panels are not marked to Indicate the area of service. NFPA 70 384-13 _ 2C Interior and exterior wiring shall be in rigid conduit. County Ordinance 401.24, exception: City of Sebastian and Fellsmere is per NFPA 70 _ 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70 110-12(a) _ 2E Remove all storage wfthin 3 feet of the front of the electrical panels. NFPA 70110-26(a) (1) _ 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70 370 _ 2G The use of multi -plug adapters are not allowed. Replace with UL approved type. NFPA 70 _ 2H Wiring is damaged, replace or repair and protect as required. NFPA 16-1.2 and .3 _ 21 No storage allowed in electrical meter rooms. County Ordinance 401.22 EXITS 3A Doors equipped with panictfire exit hardware shall have no other locks or latches that are not associated with the hardware. NFPA 101 7.2.1.7 3B Remove obstructions, storage, or combustibles from exits, aisles, corridors, and/or under stairways to ensure free exiting. NFPA 101 7.1.10.2.1 3C Unlock all exit doors whenever the public occupies the building. NFPA 101 7.2.1.5.1 _3D Install or repair emergency lighting and/or exit signs. NFPA 101 4.5.7 _3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the Inside of the building. Replace with thumb latch. NFPA 101 7.2.1.5.1 FIRE EXTINGUISHERS _4A Provide _extinguisher(s) of a minimum rating. NFPA 10 3-1 _4B Mount fire extinguisher where it is visible and readily accessible, with the top no higher than 5 feet. NFPA 10 1-6 _4C Provide service and tagging (by a state licensed company) for all fire extinguishers annually. SFMRR 4A-21.237 _413 Fire extingulshers are not in proper working order. NFPA 10 1-6.2 HOUSEKEEPING AND STORAGE 5A Secure and identify compressed gas cylinders with product name displayed. NFPA 1019-1.1 and NFPA 54 _5B Remove all storage from air conditioning equipment and/or elevator equipment rooms. NFPA 90A 3-1 and ANSI 17.101.2 _5C Provide approved storage for flammable liquids. NFPA 30 4-3 and 4-5 _51) Trash chute is not functioning properly, springs are missing, or fusible link Is missing. NFPA 80 10-3 and 4 _5E Combustibles are stored too close to water heater. 18 inch dear space from front and 6 inches from the sides and rear. Special Systems Inspection Re ort Attached Other Attachments Compliance date I x102, Reinspection date I I NOTE: A FEE- FOR A 2ND RE-INSP SHALL BE APPLICABLE TO THIS BUILDING IN ACCORDANCE WITH THE PROVISISy' I i IVER COUNTY FIRE PREVENTION ORD Recipient: t±/ Inspector. ID#�_ I st kie-lns'ection: / / Inspector. ID# 2nd Re -Inspection: / / Inspector. ID# �fl' l 3 INDIAN RIVER COUNTY DEPARTMENT OF EMERGENCY SERVICES FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach,'FL 32960 Telephone: (561) 770.5121 FAX: (561) 770-5117 INSPECTION REPORT Date il- / ;L0 /00 pie #,91;7 7 PriorgXJ Type of Inspection Occupancy Name zS - Type_ 4 E -S—.61L Address City o -s.. c Zip "3.� 96 D Owner/Manager a Telephone 270- xA 4 S- Stories_ Knox Box Fire AlarmV Sprinkler System_t Standpipe Fire Pump Emergency Generator Hood System f5 Insurance Company Billing Code: Amt: Invoice #: NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazards and/or violations of the provisions of appropriate Local or State Codes. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspectlon date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. Special Systems Inspection Report attached Other Attachments VIOLATIONS AND CODE SECTIONS: ADDRESS _ 1 A Post 6 inch numerical address, which shall be visible from the street or roadway. SFPC 603.17 _ 1 B Each bay/unit shall be identified by 4 inch letters or numbers, at the front & rear exits. SFPC 603.17 _ 1 C Post 6 inch numerical address and/or address range, visible from street or roadway on marquee/sign board. SFPC 603.17 ELECTRICAL _ 2A Discontinue extension cords used in lieu of permanent wiring. SFPC 703.1, and NFPA 70 400-8 _ 213 Circuits in electrical panels are not marked to indicate the area of service. NFPA 70 384-13 _ 2C Interior and exterior wiring shall be in rigid conduit. County Ordinance 401.24, exception: City of Sebastian is per NFPA 70 _ 2D Replace cover and/or voids In the electrical panel, voids shall be filled with approved spacers. NFPA 70110.12 _ 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70 110-16 _ 2F Open wire splices require a receptacle or junction box with a cover plate. SFPC 504.5 _ 2G The use of multiplug adapters are not allowed. SFPC 704 _ 2H Wiring is damaged, replace or repair and protect as required. SFPC 504.5 EXITS _3A Doors equipped with panic/fire exit hardware shall have no other locks or latches that are not associated with the hardware. NFPA 101 5-2 _3B Remove obstructions, storage, or combustibles from exits, aisles, corridors, and/or under stairways to ensure free exiting or access. SFPC 802, and NFPA 1012-4 _3C Unlock all exit doors whenever the building is occupied by the public. NFPA 1015-2 _,3D Install or repair emergency lighting and/or exit signs. NFPA 10131-1.3 _3E Secondary exit door has an Improper lock. Deadbolts shall not require the use of a key from the Inside of the building. Replace with thumb latch. NFPA 101 5-2.1.5.1 FIRE EXTINGUISHERS _4A Provide extingulsher(s) of a minimum rating. SFPC 603.3.1 4B Mount fire extinguisher where It is visible and readily available, with the top no higher than 5 feet. NFPA 101-6 _4C Provide service and tagging (by a state licensed company) for all fire extinguishers annually. SFMRR 4A-21 _4D Fire extinguishers are not In proper working order. SFPC 603 HOUSEKEEPING AND STORAGE _5A Secure and identify compressed gas cylinders with product name displayed. SFPC 1503 513 Remove all storage from Air Conditioning Equipment and/or Elevator Equipment Rooms. NFPA 90A 2.3, 101 7 5C Provide approved storage for flammable liquids. SFPC 904 _51) Combustible materials shall be orderly, separated from heat sources and a minimum of two feet from the ceiling. SFPC 502.3 _5E Trash chute is not functioning properly, springs are missing, or fusible link is missing. NFPA 80 10-3 & 4 _5F Combustibles are stored too close to water heater. 18 inch dear space from front and 6 Inches from the sides and rear. SFPC 504.1.13 Compliance date A 01 .4 Reinspection date / / NOTE: A FE9 F9FI A 2ND S E E-INN SHALL BE APPLICABLE TO THIS BUILDING IN ACCORDANCE WITH THE PROV OUNTY FIRE CODE n Recipient: Inspector. /� CT£" P4a,I.s ID#_3T st a n: / Inspector: �W _ID# 2nd Re -inspection: / / Inspector: ID# 5v' 131 INDIAN RIVER —JUNTY DEPARTMENT OF EMERGE. _ ,f SERVICES FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, FL 32960 Telephone: (561) 7706-5121 FAX: (561) 770-5117 INSPECTION REPORT Datef A I r III IFife# Z 370 Priority] Type of Inspection A i Mfr Sa dLs r Occupancy Name Type &AA -.S -m-4 / Owner/Manager UgAj ,E&',91T Address Telephone "i9 -- 2 2 9.S" City ZipStories^L Knox Box — Rre Alarm Sprinkler ystem ✓ Standpipe t Fire Pump__:.- Emergency Gen. Hood System. Insurance Company Billing Code: Amt: Invoice #: NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an Inspection of your premises has disclosed the following fire safety hazards and/or violations of the provisions of appropriate Local or State Codes. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. VIOLATIONS AND CODE SECTIONS: ADDRESS _ 1A Post 6 Inch numerical address, which shall be visible from the street or roadway. SFPC 603.17 _ 1 B Each bay/unit shall be Identified by 4 Inch letters or numbers, at the front S rear exits. SFPC 603.17 —IC Post 6 Inch numerical address and/or address range, visible from street or roadway on marquee/sign board SFPC 603.17 ELECTRICAL _ 2A Discontinue extension cords used in lieu of permanent wiring. SFPC 703.1, and NFPA 70 400-8 _ 2B Circuits In electrical panels are not marked to Indicate the area of service. NFPA 70 384-13 2C Interior and exterior wiring shall be In rigid conduit. County Ordinance 401.24, exception: City of Sebastian Is per NFPA 70 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70 110.12 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70 110-16 2F Open wire splices require a receptacle or junction box with a cover plate. SFPC 604.5 20 The use of muitiplug adapters are not allowed. SFPC 704 21-11 Wiring is damaged, replace or repair and protect as required. SFPC 504.5 EXITS _3A Doors equipped with panic/fire exit hardware shall have no other locks or latches that are not associated with the hardware. NFPA 101 5-2 _38 Remove obstructions, storage, or combustibles from exits, aisles, corridors, and/or under stairways to ensure free exiting or access. SFPC 802, and NFPA 1012-4 3C Unlock all exit doors whenever the building is occupied by the public. NFPA 101 5-2 _31) Install or repair emergency lighting and/or exit signs. NFPA 101 31-1.3 ,,,_3E Secondary exit door has an Improper lock Deadbolls shall not require the use of a key from the Inside of the building. Replace with thumb latch. NFPA 101 5-2.1.5.1 FIRE EXTINGUISHERS 4A Provide extingulsher(s) of a minimum rating. SFPC 603.3.1 —48 Mount fire extinguisher where It Is visible and readily available, with the top no higher than 5 feet. NFPA 10 1-6 4C Provide service and tagging (by a state licensed company)for all fire extinguishers annually. SFMRR 4A-21 _4D Fire extinguishers are not In proper working order. SFPC 603 HOUSEKEEPING AND STORAGE 5A Secure and Identify compressed gas cylinders with product name displayed. SFPC 1503 5B Remove all storage from Air Conditioning Equipment and/or Elevator Equipment Rooms. NFPA 90A 2.3, 101 7 5C Provide approved storage for flammable liquids. SFPC 904 _51) Combustible materials shall be orderly, separated from heat sources and a minimum of two feet from the ceiling. SFPC 502.3 _6E Trash chute is not functioning properly, springs are missing, or fusible link is missing. NFPA 80 10.3 8 4 Special Systems Inspection Report attached Other Attachments Compliance date/ �1 '�5 Reinspection date i I NOTE: A FEE FOR A 2ND RE- S TIO S ALL BE APPLICABLE TO THIS BUILDING IN ACCORDANCE WITH THE PROVISI F AN RIVER COUNTY FIRE CODE. - Recipient: Inspector:_ 1"A' �. �l f T- I� � cid 3 IDk�_ 1st Re-nspection: / / Inspector: # 2nd Re -Inspection: / / Inspector: IN 0 fa�'ss FIRE SAFETY & EVACUATION PLAN FOR EDEN ESTATE Q AN ASSISTED LIVING FACILITY 1?IZg �, (/ r# S T, ✓pro /Jta c / ) F4 . Administrator: Dan S. Elliott Prepared by: Dan S. Elliott Date: 11-15-98 FIREFJ DEPT. L� Indian River County Fire Prevention Byreau Date: - ;k 4 Reviewer: PLA, REVIEWED I r FIRE SAFETY AND EVACUATION PLAN MANUAL PURPOSE: This manual has been prepared to provide information and instructions on fire safety and evacuation procedures for the staff of Eden estate 1T , an Assisted Living Facility. The administration of every Assisted Living Facility shall have, in effect and available to all personnel, written copies of a plan for evacuation to areas of refuge and for evacuation from the building as required by NFPA 101A 5-5.2.1. All employees shall be periodically instructed and kept informed with respect to their duties under the plan. A copy of the plan shall be readily available at all times. A map of the facility is provided in the back of this manual showing all designated fire exits, fire extinguishers, and pull handle fire alarms. Also provided is a map of designated safe meeting points outside the facility. It is the responsibility of each and every staff member to review this material and be prepared in the event of a fire drill or fire emergency. FIRE SAFETY AND EVACUATION PROCEDURES FIRE DRILLS: Fire exit drills in.Assisted Living Facilities shall include the transmission of a fire alarm signal and simulation of emergency fire conditions. Drills shall be conducted monthly to familiarize facility personnel with signals and emergency action required under varied conditions. For Assisted Living Facilities, the proper protection of patients requires the prompt and effective response of health care personnel. The basic response required of staff shall include the removal of all occupants directly involved with the fire emergency, transmission of an appropriate fire alarm signal to warn other building occupants and notify the fire department, confinement of the effects of the fire by closing doors to isolate the fire area, and the execution of those evacuation duties as detailed In the following pages. 1. use OF AL.ARMs The fire alarm system is activated by smoke detectors located in each bedroom, the office, and family room. Pull stations are also located in facility at 4 exits along with 4 extenguishers. II. TRANSMISSION OF ALARM TO FIRE DEPARTMENT The fire alarm system in this facility does not automatically notify the fire department. A staff member M%Lqj call.!!91111 to notify the Ire department in the event of an emergency. FIRE SAFETY AND EVACUATION I. MEANS OF EGRESS: Every required exit or exit access shall be continuously maintained free of all obstructions or to provide instant use in the case of fire or other emergency. Corridors shall be completely free of any obstacles. II. EQUIPMENT MAINTENANCE AND TESTING: Any equipment requiring test or periodic operation to assure it's maintenance shall be tested or operated as specified. All equipment requiring periodic test and operation is the responsibility of the owner/operator. This includes the fire alarm system, emergency lighting, air conditioning and heating system, elevators and generator. III. FURNISHINGS: Furnishings or decorations of an explosive or highly flammable character shall not be used. IV. NO SMOKING: A NO SMOKING policy is effective for the facility except where designated. The designated smoking areas are outside at front sitting area and at patio adjacent to parking area. RESPONSE TO ALARMS Following is a description of position responsibilities that will play an important role in responding to the fire alarms. FIRE MANAGER RESPONSIBILITIES: Upon activation of the fire alarm or indication of fire; 1. Remove any occupant in immediate danger from the fire and close the door to the room containing the fire. 2. Activate the fire alarm (if needed) and call '1911" for the fire department. 3. Attempt to extinguish the fire only if it is within the capabilities of a portable fire extinguisher. 4. Continue evacuation to nearest exits, closing sleeping room doors as residents exit them. 5. Insure that all residents leave the building and report to designated safe area. 6. Advise first arriving fire department personnel of two things; 1. location of the fire 2. number of persons inside the facility RESPONSE TO ALARMS SUPPORT STAFF RESPONSIBILITIES: Assist fire manager in the following areas as requested; 1. Be available to call 11911". 2. Direct residents to nearest exits. 3. Close sleeping room doors as residents exit. 4. Attend to and maintain residents in the designated safe area. FSA ryt t. -`f P-, oe rn K&- ",n piNiNCr E 0 g6Acrit- S/<rnJ POL-L- STAT) OfJ E,,•}. "�vt5k T DIRECTIONS: 1.) LOCATE WHERE YOU ARE CURRENTLY ON MAP. 2.) TAKE THE NEAREST EXIT TO YOUR LOCATION UNLESS FIRE IS BETWEEN YOU AND EXIT. IF FIRE IS BETWEEN YOU AND NEAREST EXIT THEN EXIT THE DOOR AWAY FROM FIRE CLOSECT TO YOUR LOCATION. FSA M i L- Y 12, pc) " ►r �t �hti�� piNiNCr Best Available Copy ot,k DIRECTIONS: 1.) LOCATE WHERE YOU ARE CURRENTLY ON MAP. 8 VA Ftac r EA. -'�v6 2.) TAKE THE NEAREST EXIT TO YOUR LOCATION UNLESS FIRE IS BETWEEN YOU AND EXIT. IF FIRE IS BETWEEN YOU AND NEAREST EXIT THEN EXIT THE DOOR AWAY FROM FIRE CLOSECT TO YOUR LOCATION. FAm, t.,`P 12%00'v' x; t it Best Available Copy 9D51&t,JEAcr pv LL, S-rATi otJ Ex4. --5u Ll4- 714- T N DIRECTIONS: 1.) LOCATE WHERE YOU ARE CURRENTLY ON MAP. 2.) TAKE THE NEAREST EXIT TO YOUR LOCATION UNLESS FIRE IS BETWEEN YOU AND EXIT. IF FIRE IS BETWEEN YOU AND NEAREST EXIT THEN EXIT THE DOOR AWAY FROM FIRE CLOSECT TO YOUR LOCATION. Best Available Copy INDIAN RIVE OUNTY DEPARTMENT OF EMERGOY SERVICES FIRE PREVENTION BUREAU 1500 Old Dixie Highway, Vero Beach, FL 32960 Telephone: (561) 770.5121 FAX: (561) 770.5117 Date1Q/2o/ 9A File# AS 70_ Priority Occupancy_Name "41 ZSN72 Z. City.Vr-r Fire Alarm - rjPprinlder System Insurance Company Billing Code: INSPECTION REPORT f-4.2. F� Zip 3.2!46 D Stories__Knox Box --- Standpipe -- Fire Pump _:=__ Emergency Gen. Hood System R is Amt: Invoice #: NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an Inspection of your premises has disclosed the following fire safety hazards and/or violations of the provisions of appropriate Local or State Codes. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. VIOLATIONS AND CODE SECTIONS: ADDRESS _ 1A Post 8 Inch numerical address, which shall be visible from the street or roadway. SFPC 603.17 _ 1 B Each bay/unit shall be identified by 4 Inch letters or numbers, at the front & rear exits. SFPC 603.17 _ 10 Post 6 Inch numerical address and/or address range, visible from street or roadway on marquee/sign board. SFPC 603.17 ELECTRICAL _ 2A Discontinue extension cords used in lieu of permanent wiring. SFPC 703.1, and NFPA 70 400-8 20 Circuits in electrical panels are not marked to Indicate the area of service. NFPA 70 384-13 2C Interior and exterior wiring shall be In rigid oondult, County Ordinance 401.24, exception: City of Sebastian Is per NFPA 70 2D Replace cover and/or voids In the electrical panel, voids shall be filled with approved spacers. NFPA 70 110.12 _ 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70 110-16 _ 2F Open wire splices require a receptacle or junction box with a cover plate. SFPC 504.5 _ 20 The use of mullplug adapters are not allowed. SFPC 704 _ 2H Wiring Is damaged, replace or repair and protect as required. SFPC 504.5 EXITS _3A Doors equipped with panic/fire exit hardware shall have no other locks or latches that are not associated with the hardware. NFPA 101 5-2 _38 Remove obstructions, storage, or combustibles from exits, aleles, corridors, and/or under stairways to ensure free exiting or access. SFPC 802, and NFPA 1012-4 3C Unlock all exit doors whenever the building Is occupied by the public. NFPA 101 5-2 _31) Install or repair emergency lighting and/or exit signs. NFPA 101 31-1.3 _3E Secondary exit door has an Improper lock. Deadbolts shall not require the use of a key from the Inside of the building. Replace with thumb latch. NFPA 101 5-2.1.5.1 FIRE EXTINGUISHERS _4A Provide extingulsher(s) of a minimum rating. SFPC 603.3.1 _4B Mount fire extinguisher where it is visible and readily available, with the top no higher than 5 feet. NFPA 10 1-6 _4C Provide service and tagging (by a state licensed oompany)for all fire extinguishers annually. SFMRR 4A-21 ,4D Fire extinguishers are not In proper working order. SFPC 603 HOUSEKEEPING AND STORAGE 5A Secure and Identify compressed gas cylinders with product name displayed. SFPC 1503 _59 Remove all storage from Air Conditioning Equipment and/or Elevator Equipment Rooms. NFPA 90A 2.3, 1017 _5C Provide approved storage for flammable liquids. SFPC 904 _5D Combustible materials shall be orderly, separated from heat sources and a minimum of two feet from the oelling. SFPC 502.3 _SE Trash chute is not functioning properly, springs are missing, or fusible link Is missing. NFPA 80 10.3 & 4 -- Special Systems Inspection Report attached -- Other Attachments Compliance date O Reinspection date NOTE: A FEE FORA IE -INSPECTION SHALL BE APPLICABLE TO THIS BUILDING N ACCORDANCE WITH THE PROVORIS DIAN RIVER COUNTY FIRE CODE. Recipient: vC AMV Inspector. ID#373_ let Re -inspection: / / Inspector: 10100, 2nd Re -Inspection: / / inspector: IDN -31� - �52" BUILDING PLAN CHECK INDIAN RIVER COUNTY FIRE PREVENTION BUREAU 1500 Old Dixie Highway Vero Beach, FL 32960 (407) 770-5121 - FAX 770-5117 JURISDICTION: Indian River County PLAN #: 98196 DATE RECEIVEDs 03-26-98 PLANNING DEPT. #: PROJECT NAME: Eden Estate BLDG DEPT PERMIT #: 98030876 LOCATION: 1722 24th St. Vero Beach CONTRACTOR: Grandage Homes, Inc. PHONE #: 778-9858 ARCHITECT: Randy Mosby PHONE #: na OWNER: Elderly Loving Care, Dan Elliott CONSTRUCTION TYPE: V-000 BLDG SIZE: 3,800 sq. ft. OCCUPANCY TYPES Adult Living Facility BLDG HEIGHT: 20 ft. # STORIES: 1 PLAN TYPE: Renovation FIRE PROTECTION INSPECTION ZONE: North Automatic sprinkler Yes: x No: Hazardous Class: 13R, Light Fire Alarm system Yes: x No: Alarm Class: Local, Monitored. Other: Fire Extingushers. Residential Hood Extinguishing system. CONTRACTOR IS RESPONSIBLE TO NOTIFY BUREAU ON ALL INSPECTIONS 24 HOUR NOTICE IS REQUIRED ON ALL INSPECTIONS REVIEWED BY: Lt. Dennis Meliti^ DATE: 04-13-98 "4C Sheet # 1 of: 1 REQUIREMENTSs The following items must be addressed prior to approval. The following items have been addressed and approved upon 05-21-98. Lt. D. M. 1. Doors - provide a clear opening of 32 in. in clear width. LSC 101-22-3.2.2.2, 5-2.1.. 2. Exit Lights - shall be installed in accordance with LSC 101-22-3.2.10., 5-10. 3. Protection from hazards - Laundry Rm. needs a 1 hr. fire resistance rating. LSC 101-22-3.3.2.2.. 4. Interior Finish - walls & ceiling shall be class A or B rating. Floor finish shall be Class 1 or II rating for corridors and exits. LSC 101-22-3.3.3.. 5. Fire Alarm required - separate permit per Ind. Riv. Co. Build. Dept. Shop drawings required for permit. Must be a monitored system. Smoke detectors required for each sleeping room, single station electrical system.. LSC 101-22-3.3.4.7., 7-6.2.9.. 153 PLAN NU.. AR: 98196 BUILDING PLAN CHECK CONTINUED: 6. sprinkler System required - separate permit per Ind. River Co. Build. Dept. Shop drawings reqired for permit. A 13R system is acceptable. 7. Portable fire extinguishers - install in accordance with NFPA 10. 8. Sleeping Rooms - require separation from corridors and other common spaces.by fire barriers of 20 mins. LSC 101-22-3.3.6.3. 9. Doors in fire barriers need a 20 min. fire rating. LSC 101-22-3.3.6.4.. 10. Kitchen Range Hood - requires a residential Fire Extinguishing System.. installed in the residential range hood. AHJ.. CONTRACTOR IS RESPONSIBLE TO NOTIFY BUREAU ON ALL INSPECTIONS 24 HOUR NOTICE IS REQUIRED ON ALL INSPECTIONS REVIEWED BY: Lt. Dennis Meliti INDIAN RIVER COUNTY F.P.B. DATE: 04-13-98 1500 Old Dixie Highway Sheet #: of: Vero Beach, FL 32960 FINAL INSPECTION DATE: /D aO^�� INSPECTOR: COMMENTS: BSEP'-1d'9SITUE) 07,34 IRC P )EPT # TEL 140' ;117 P. 001 TRANSACTION REPORT Transmission Transaction(e) oomPleted NO. TX DATE/TIME DESTINATION 747 SEP.IS 7:33 DURATION PGS. RESULT MODE 561 770 2588 0.01' 06" 003 OK N ECM J�, � Indian River County �, y Board of County Commissioners '''1D�'�a Department of Emergency Services - 1540 25th Street, Vero Beach, Florida 32960 DOUGLAS WRIGHT, DIRECTOR OTIS E. HUMANES, JR, FIRE CHIEF Battalion Chief Losey Battalion Chief Harrington Battalion Chief McCloud .Fire Prevention Bureau Chief Dan Dietz Administrative Secretary Paula Cantlon FACSEWLE COVER SHEET DATE: �•% `�'' g Number: 561-562-2028 Fax Number: 561-770-5117 SENT TO: /f .c.� �// / p / . FAX # : c/ 01 INDIAN RIVER COUNTY FIRE PREVENTION BUREAU CONSTRUCTION INSPECTIONS Building Name: C ��irj E,5 Building Address: LOCATION DATE INSP. .ng� 1 4 vf IoKi r z .� - io �— �•�or x rCfvo�s All irr E daIn z1^ IiJ /,a uA/�� 4 Lo vew / �r` 1- fce /a, iya d ILI 02 �A I BEST AVAILABLE COPY .E' S EA J 'S TM- T mlwm L2- ��jj \ 1 .i�c,�l'r� J1[02.i+j''l� �LD u._..,.. --ld - 611 ++ / /f C'O/Y',ocuni, L2- ��jj \ 1 .i�c,�l'r� J1[02.i+j''l� �LD u._..,.. --ld - 611 BUILDING PLAN CHECK INDIAN RIVER COUNTY FIRE PREVENTION BUREAU 1500 old Dixie Highway Vero Beach, FL 32960 (407) 770-5121 - FAX 770-5117 JURISDICTION: Indian River County PLAN #: 98433 DATE RECEIVED: 07-09-98 PROJECT NAME: Eden Estate ALF PLANNING DEPT. #: na BLDG DEPT PERMIT #: 98070295 LOCATION: 1728 24th St. Vero CONTRACTOR: Wayne Automatic Fire PHONE #: 407-656-3030 ARCHITECT: na PHONE #: na OWNER: Elderly Loving Care, Inc. CONSTRUCTION TYPE: V-000 BLDG SIZE: 3,700 sq. ft. OCCUPANCY TYPE: Adult Living Facility BLDG HEIGHT: 16 ft. # STORIES: 1 PLAN TYPE: Sprinkler FIRE PROTECTION INSPECTION ZONE: South Automatic Sprinkler Fire Alarm system Yes: x No: Hazardous Class: Light 13R. Yes: x No: Alarm Class: Local, Monitored. other: CONTRACTOR IS RESPONSIBLE TO NOTIFY BUREAU ON ALL INSPECTIONS 24 HOUR NOTICE IS REQUIRED ON ALL INSPECTIONS REVIEWED BY: Lt. Dennis Meliti` DATE: 07-23-98 Sheet # 1 of: 1 REQUIREMENTS: These plans are released as reviewed. No attached requirements. awTJ 8 PLAN NUMbart: 96433 BUILDING PLAN CHECK CONTINUED: CONTRACTOR IS RESPONSIBLE TO NOTIFY BUREAU ON ALL INSPECTIONS 24 HOUR NOTICE IS REQUIRED ON ALL INSPECTIONS REVIEWED BY: Lt. Dennie Meliti _ DATE: 07-23-99 INDIAN RIVER COUNTY F.P.B. 1500 Old Dixie Highway Sheet #: of: Vero Beach, FL 32960 FINAL INSPECTION DATE: ,O q �" INSPECTOR: COMMENTS: L ,>4y �., 8✓� . lo/ao dTw 2. */s \"VOWEYMIE Automatic Fire Sprinklers, Inc. ORPORATE OFFICE 222 CAP OL COURT • OCOEE, FLORIDA 34761-3033 407-656.3030 • FAX: 407-656-6026 EMERGENCY. 407-656-8946 BRANCH OFFICE BRANCH OFFICE BRANCH OFFICE BRANCH OFFICE 2321 BRUNER LANE 11326 DISTRIBUTION AVENUE, WEST 232 HWY. 49 SOUTH $200 N.W. 23rd AVE., SUITE 500 FORT MYERS, FLORIDA 33912-1904 JACKSONVILLE, FLORIDA 32256-2745 CONCORD, NORTH CAROLINA 28025 POMPANO BEACH, FLORIDA 33069.1047 941.4333030 • FAX: 941-433.3263 904.2683030 • FAX: 904.268.0724 704782-3032 s FAX: 704-795.6838 964.9173030 • FAX: 954-917.9424 Contractors Material and Test Certificate for Aboveground Piping PROCEDURE Upon completion of work, inspection and tests shall be made by the contractor's representative and witnessed by an owner's representative. All defects shall be corrected and system left In service before contractor's personnel finally leave the jab. A certificate shall be filled out and signed by both representatives. Copies shall be prepared for approving authorities, owners, and contractor. It is understood the owner's representative's signature in no way prejudices any claim against contractor for faulty material, poor workmanship, or failure to comply with approving authority's requirements or local ordinances. PROPERTY NAME PROPERTY ADDRESS ACCEPTED BY APPROVING AUTHORITIES (NAMES) ADDRESS PLANS INSTALLATION CONFORMS TO ACCEPTED PLANS ❑ YES ❑ NO EQUIPMENT USED IS APPROVED IF NO EXPLAIN DEVIATIONS ❑ ES ❑ NO HAS PERSON IN CHARGE OF FIRE EQUIPMENT BEEN INSTRUCTED AS TO LOCATION OF CONTROL VALVES AND CARE AND MAINTENANCE OF THIS NEW EQUIPMENT? IF NO EXPLAIN INSTRUCTIONS HAVE COPIES OF THE FOLLOWING BEEN LEFT ON THE PREMISES: YES ❑ NO 1. SYSTEM COMPONENTS INSTRUCTIONS YES ❑ NO 2. CARE AND MAINTENANCE INSTRUCTIONS YES ❑ NO 3. NFPA 25 YES ❑ NO LOCATION OF SYSTEM SUPPLIES BUILDINGS YEAR OF ORIFICE TEMPERATURE MAKE MODEL MANUFACTURE SIZE QUANTITY RATING SPRINKLERS PIPE Type of Pipe Type of Fittings AND FITTINGS MAXIMUM TIME TO OPERATE ALRM ALARM DEVICE THROUGH TEST CONNECTION V VE TYPE MAKE MODEL MIN. SEC. OR F INDICATOR DRY VALVE O.O.D. AKE MODEL SERIAL NO MAKE MODEL SERIAL NO TIME TO TRIP TIME WATER ALARM THROUGH TEST WATER AIR TRIP POINT REACHED OPERATED CONNECTION' UAE PRESSURE AIR PRE TEST OUTLET' PROPERLY MIN. SEC. PSI PSI PSI MIN. SEC. YES NO DRY PIPE OPERATING TEST Without O.O.D. With O.U.D. IF NO EXPLAIN BRANCH OFFICE BRANCH OFFICE BRANCH OFFICE BRANCH OFFICE 2321 BRUNER LANE 11326 DISTRIBUTION AVENUE, WEST 232 HWY. 49 SOUTH $200 N.W. 23rd AVE., SUITE 500 FORT MYERS, FLORIDA 33912-1904 JACKSONVILLE, FLORIDA 32256-2745 CONCORD, NORTH CAROLINA 28025 POMPANO BEACH, FLORIDA 33069.1047 941.4333030 • FAX: 941-433.3263 904.2683030 • FAX: 904.268.0724 704782-3032 s FAX: 704-795.6838 964.9173030 • FAX: 954-917.9424 3qy 1�¢IA OPERATION ❑ PNEUMATIC ❑ ELECTRIC ❑ HYDRAULIC PIPING SUPERVISED ❑ YES ❑ NO DETECTING MEDIA SUPERVISED ❑ YES ❑ NO DELUGE & VALVE OPERATE FROM THE MANUAL TRIP AND/OR REMOTE CONTROL STATIONS ❑ NO PREACTION VALVES IS THERE GEF SSIBLE FACILITY IN EACH CIRCUIT FOR TESTING IFN �.. ❑ YES ❑ NO DOES EACH CI E DOES EACH CIRCUIT MAXIMUM TIME TO MAKE MODEL - 1UUAWSTFN LOSS ALARM OPERATE VALVE RELEASE OPERATE RELEASE YEg`'—NO YES NO MIN. SEC. LOCAT MAKE & SETTING STAT I SURE RESIDUAL PRESSURE FLOW RATE PRESSURE OR MODEL FLOWING REDUCING VALV INLET PSI OUTLET P LET PSI OUTLET PSI FLOW GPM YDROSTAT rostatic tests shall be made at not less than 200 psi (13.6 bars) for two hours of 50 psi (3.4 bars) abov c pressure in excess of 150 psi rs for two hours. Differential dry -pipe valve clappers shall be left open during test to prevent damage. All aboveground pip i ak6Be shall be stopped. TEST DESCRIPTION PNEUMATIC: Established 40 psi (2.7 bars) air pressure and measure drop, which shall not exceed 1-1/2 psi (0.1 bars) In 24 hours. Test pressure tanks at normal water level and air pressure and measure air pressure drop, which shall not exceed 1-1/2 psi IDA) bars) in 24 hours. ALL PIPING HYDROSTATICALLY TESTED AT 2IRSI FOR ` HRS. IF NO STATE REASON DRY PIPING PNEUMATICALLY TESTED ❑ YES ❑ NO EQUIPMENT OPERATES PROPERLY ❑ YES ❑ NO DO YOU CERTIFY AS THE SPRINKLER CONTRACTOR THAT ADDITIVES AND CORROSIVE CHEMICALS, SODIUM SILICATE OR QERWVES OF SODIUM SILICATE, BRINE, OR OTHER CORROSIVE CHEMICALS WERE NOT USED FOR TESTING SYSTEMS OR STOPPING LEAKS? ❑ NO TESTS DRAIN I READING OF GAGE LOCATED NEAR WATER RESIDUAL PRESSURE WITH VALVE IN TEST TEST SUPPLY TEST CONNECTION: — PSI CONNECTION OPEN WIDE — PSI UNDERGROUND MAINS AND LEAD IN CONNECTIONS TO SYSTEM RISERS FLUSHED BEFORE CONNECTION MADE TO SPRINKLER PIPING. VERIFIED BY COPY OF THE U FORM NO. 85D ❑ YES ❑ NO OTHER EXPLAIN FLUSHED BY INSTALLER OF UNDERGROUND SPRINKLER PIPING LlYES El No IF POWDER DRIVEN FASTENERS ARE USED IN CONCRETE, HAS ❑ YES ❑ NO IF NO EXPLAIN REPRESENTATIVE SAMPLE TESTING BEEN SATISFACTORILY COMPLETED? BLANK TESTING NUMBER USED LOCATIONS NUMBER REMOVED GASKETS WELDED PIPING ❑ YES ❑ NO IF YES DO YOU CERTIFY AS THE SPRINKLER CONTRACTOR THAT WELDING PROCEDURES COMPLY WITH THE REQUIREMENTS OF AT LEAST AWS D10.9, LEVEL AR -3? ❑ YES ❑ NO WELDING DO YOU CERTIFY THAT THE WELDING WAS PERFORMED BY WELDERS QUALIFIED IN COMPLIANCE WITH THE REQUIREMENTS OF AT LEAST AWS D10.9, LEVEL AR -3? ❑ YES ❑ NO DO YOU CERTIFY THAT WELDING WAS CARRIED OUT IN COMPLIANCE WITH A DOCUMENTED QUALITY CONTROL PROCEDURE TO INSURE THAT ALL DISCS ARE RETRIEVED, THAT OPENINGS IN PIPING ARE SMOOTH, ❑ YES ❑ NO THAT SLAG AND OTHER WELDING RESIDUE ARE REMOVED. AND THAT THE INTERNAL DIAMETERS OF PIPING ARE NOT PENETRATED? CUTOUTS DO YOU CERTIFY THAT YOU HAVE A CONTROL FEATURE TO ENSURE THAT ALL CUTOUTS (DISCS) (DISCS) ARE RETRIEVED? ❑ YES ❑ NO HYDRAULIC NAMEPLATE PROVIDED IF NO EXPLAIN DATA ❑ YES ❑ NO NAMEPLATE DATE LEFT IN SERVICE WITH ALL CONTROL VALVES OPE REMARKS NAME OFSR LE CONTRACTOR Wayne Automatic Fire Sprinklers, Inc. TESTS WITNESSED BY t SIGNATURES FO OPERTY OWNER (SIG ) TITL La DATE a FOR SPRINKLER CONTRACTOR (SIGNED)U TITLE DATE ADDITION49PLANATIO NO NOTES 3qy 1�¢IA Sap726-98 07:30A Wayne Auto Fire Sprinkler 407 666 8026 P.02 OFFICE 222 CAPITOL. CO�URRTT OCOEE, FLORIDA DA 94761-3033 \"N"WWWN�IE Best available Copy 407-0 G- x0 • FAX; 407-1111111111148211 AUtornatic: Hre Sprinklers, Inc. EMERGENOY:407-6604446 Contractor's Material and Teat GFtlticate for V ndergtound Piping PRectouRE Upon complollon of work, Inspection and lusts shall he msde by the nonlfeetors reprexmlatWe and whommed by an owner's roptossmonve All default shell be eormctad aril system left to Strvkla buloto comrxnhi's peronnnal finally leave the (ub. A certH oats, idmll be filled out and Signed by both represenbatiM. Copley shall De prepared tut approYb Q autholitms, owners Aril contractor. It Is nndulatood the owner'% rspnusentatwss slanature in no way preludloes ony rlainn aganmt cnntrador for faulty matuttal, poor werknan&nip. or feilurs to Comply with apprivlog aulherhy's tagolronwnle or local nrAlmuwus. PIIOPERTY NAME_ t+ROPERTY ADDRFRR j -n .. t U?h e« A _ I J 111bft Ix CAP L. PLANS INS(AI I ATION CONI ORMS TO AGGEPI LU PIANS WLS *U ND EOUIPMFNT USED IS APPROVED (IF NO LXPLAIN DEVIATIONS) 9117YES d NO HAS PCRSON IN CHARGE OF FIRE EOUIPMLNT BFFN INSTRUCILO AS TO LOCATION Of CONTROI VALVES AND CARF AND MAINILNANGF OF THIS NEW EOUIPMENT7 IF NO EXPI AIN INSIHUCTIONS HAUL COPIFSAPOF PADPHIATE INSTRUCTIONS AND CARE AND MAINTENANCE CHARTS BEEN LEI I ON PREMISES? of YES L3 NO IF NO, EXPLAIN awn ?,—.-.• _r%I_a.�.1 LOCATION SUPPLIlS BUII DINGS OF SYSILM t.• 1 PINE MFS AND CLASS v + TYPF JOINT � PIPC CONFORMS TO % SIANOARQ _ YES ❑ NO UNDERGROUND FITTINGS CONI ORM TO . 13-1L STANDARD YES J NO PIPES II NO, FXPIAIN AND JOINTS JOINTS NEEDING ANONORAGFjCIIAFI�ED. SiRAPPFO, OR SLOCKLU IN - ❑ YES -J NO AMVRGANCF WITH ,. _ STANDARD IF NO, EXPLAIN FLUSHINB• I low the required rots until water Is clear rm indicated by no caline0un of foreign material In budsp bag& at odeto such as hydrants and blow•0114. flush at flaws not Hall Gan 390 GPM (1478 Undo))�f�or 4 -inch pipe, SBO GPM (3331 Unto) lot Sdnch pips, 1550 GPM (b905 t /min) for 8•1nch pipe, 2440 811M(97351 Imin) fur 10 -inch pipe, and 3520 FPM (13323 I /min) for 12 -inch pipe. When supply wool produce IMPUIsted flow ratan• ublaln maximum evellahle. W.ROSTATIC• I (ydrostatic text% shall be made at not Ion thin 200 psi (13.8 bars) far two hours or 50 pili (3.4 bars) Above static pnossaro In excess nt 150 psi (10.3 her%) tut two hours. QQSC TEST TTIQNS LEAKAGE. Now pipe laid whh rubber gaakoted joints shalt If the workmanship le WIRfactory. have little or no leakage at the (nista. ins amount of Ieakaga at the joints almll not exceed P tire. per hr. (1.89 Uh) per IDs joints Ilrespeoflve of pipe dkrmatel. The leakage shell be distributed uvm all joints. It such leakage eu;ure at Blow lone the tnsuBatlun shall De Considered unestlsmetory and necessary repairs made. Ina amount of Allowable luakage specified above may be inctvased by 111. oI. per In, vANa dlarneior per hr. (30 mL/23 mmlh) tot each metal mated valve leoiatht0 the test mallua 11 dry barrel hydrants ars tested with the main valve open, ss the hydrants are under preee are, an additional 5 of per nimbi (130 Wolin) leakage Is permlltod tot each hydrant. NFW UNDERGROUND PIPING FLUSHED ACCORDING TO 6(ANDARO gr YES NO BY (COMPANY) W AYM6' YgA.CWf IF NO, EXPI AIN HOW FLOWING FLOW WAS OBTAINED THROUGH WHAT TYPE OPLNING FIUBI IC WATER CI TANK OR RERERVIOR CI�. FIRFPUM�P ❑ HYDRANT RUTT. )SOPLN PIPE `LEAD INS fLUSHFO ACCORDING TO a�W—�—� __ SIANDAM 1!r YES :� NO FIT STSB OY (COMPANY) w Ay1-b 14 Ili" wA �C IF NO, EXPLAIN HOW FLUSI ZING Fl OW WAS OBTAINLU I KAOUGFIWHAT TYPL UPLNIN4 OKUBLIC WATER U LANK OR RESERVIOR 1.1 1►RF PUMP u Y CONN. TO FLANOF R SPIGOT '4OPEN PIPE - BRANCH OFFI E BRANCH OFFICE BRANCH OFFICE BRANCH OFFICE 4521 BRUNER LANE 11328 DISTRIBUTION AVENUE, WEST 282 HWY. 49 SOUTH 3200 N.W. 2810 AVE., SUITE SOO mow...4Avvne n1 naina wjmo ♦MIA 8aevsna1r1119 91 A01RA 1211A."Aa mmitnnn unUTH carter IN& VA69A WIMPANn REACH. FLORIDA SIOW1447 n 0 at 1 .N 1 a 0 .n 017 0 o < z z z u. us cc J y 1! Y W C } fr H�y } } W W \ �Q! < IFZ e a p i ! t i I = vi u a_ Gz: Q La _ { 2 _ ca •C I � d � � r � � a3G � 7 � Q p yi Z L O W 0,2Q.�. J� .% O G O O d W y Z mc LJ Cl <C c.7 u � x a � 34 MC s `al c a s r- _ " g s S ci x _ a a c Building Name: Building Address: INDIAN RIVER COUNTY FIRE PREVENTION BUREAU CONSTRUCTION INSPECTIONS W�-rx/ s5 Z411 LOCATION DATE INSP. �.� ' , cj RN 1 IV feui- C c C r 7t 7c / r G leAklq 2// VLWIC:I�q, 2 /M K r I I I I M OHAA ARC H I T E c ..... In, ........ . ....... . ....... �rrvry . M OHAA ARC H I T E c 04-616(8) DEPARTMENTAL CORRESPONDENCE TO: Mark Satterlee, Acting Ping. & Dev. Director FROM: Nancy E. Carter, Senior Planner DATE: , 2004 (6/4104) (6/28/04) (6/30/04) SUBd: Minor Change Application 1104 -MC -037 - The construction of a driveway on 241 Street; removal of a portion of the existing hedge; removal of one parking space; eel. tree relocate 2 trees; restripe eastern parking lot; adding one new tree to replace removed, dead tree; relocation of the existing fence; addition of playground equipment in retention area; change of use for Lots 6 & 7 from adult congregate living facility (permitted use) to Child day care (conditional use) - Approved site plan #02 -SP -1064C LOCATION: 1728 241b Street OWNER! APPLICANT: Dan Elliott - Elderly Loving Care LEGAL DE,SCREMON: Lots 6, 7, 8 & 9; Block 11; Original Town PARCEL/TAX ID NUAMER: 02 33 39 60001 0110 00006.0 & 8.0 LAND USE DESIGNATION: RM SITE ZONING: RM -10/12 USE: The site had previously received site plan approval as an adult living facility2002 the use of the building on the west side of the site was changed frons an adult living facility to a day care. This application is to change the u of the east side of the site to a day care facility; A day raze facility is a conditional use in the RM -10/12 District. DEV. SPEMCODB SEC'n4oNNo. M Q'Dl ALLOWED I PROPOSED E7m"M COMMUS YMNO =VI0 Ploor/Area Ratio [Sec. 61.63.11 .4 -?.321 yes mei 5/26/04 Site size (sf) [61.55(a)] 15,000 25,000 yea Lot Coverage % [Sec 61.59] 35 25.4 yes Setbacks Front yard (ft) East (building) [Sec. 61.60] 25 40.73 40.73 yes East (landscape) [Sec. 61.54(8)] 2810 10 10 yes $es 5/26/04 South Building [Sec. 61.601 2519.36 19.36 19.36 yes im? 5/26/04 Play area [Sec. 61.601 25 25 yes Side yard (ft) North (building) [Sec. 61.62(a)] 10 10.69 10.69 yes North (landscape) [See. 61.54(8)] 2810.69 10.69 10.69 yes se 5/26/04 Open area (%) [Sec. 61.63(a)] 25 53.4 54.9 yes Parking [Sec. 61.56 1/1.5 staff member (9 staf = 13.5 or 14] Standard 9 13 Compact 4 0 Handicap 1 1 Total 14 14 ya Flood Zone X �ql - I (P� i 18TH AVENUE t25' PAV RIGHT OF 4Y EIIENT I n t' Huta tqs ` » •r.i • o ! x ! r � I Co sg: % fI.. I-- - —. . �. Boa m• • � � � � v ��`��R i 10' ALLEY t •Ei •+ x � l E $ F � f• ' r 110.7• DIRT) 7 r `6 z RSB .D � � li• csNr�Nxw Qi CC a s °f 2 I B r $ $ 0 �. u' �. u• ���"'RRR Y FL I 4 ii V a.± q P- ItYnm t" ND[..1 17TH AVENUE - 7 FIGHT WAY 125' PAVE1•ENTI . J0NE5 B DAVID OUNDARY SURVEY Mx i AVID M PREPARED FOR AND CERTIFIED TO OApy d DENISE STRAUCH oil e a 3'.iMM .-IM-101W M. Scanned with CamScanner Fmo ot+rx MA (04 sst-= Cwrai� tib b4. Nxkmml� m orm gm 11"m BU sENM Timothy McGarry, Director Vero Beach Planning & Development 1059 20TH Pl. VERO BEACH, FL 32960 R �KWW8fMZQftCW0W" �s Flu * 01AUG AA 7960 4'1516487 STANDARD OVERNIGHT 32960 XH VRBA mco �II II�I�I�I�II�III��� Scanned with CamScanner ml i I t Sasan Rohani _ To: kgilbertschool@aol.com Cc: Stan Boling; Bill Schutt; Tim Zorc; Nancy Wood; Vickie Johnston; TFersch@covb.org; TMcGarry@covb.org; Scott McAdam; Jose Guanch Subject: RE: 1995 Survey for 1730 and 1728 24th Street (Project # 95120077- 81861) Attachments: SKMBT_55218081613180.pdf; scan0051.pdf Good Afternoon Please be advised that Mr. Stan Boling, Community Development Director, personally went to the City Vero Beach Planning Department and coordinated with city staff to ensure that maximum impact fee credit is given to this project. Mr. Boling and city staff based on an old survey determined that at one point in the past there were 4 single family home at this site. That 4 single family home provides...that-maximum impact fee credit. Please see attached revised payment slip after applying impact fee creditfor 4 single family homes. Thanks-----._._�._<._.--........----.....ti.._-...._..-- -.... ..._........... _ __....� ..__....__..- Sasan Sasan Rohani, AICP Chief, tong -Range Planning Section Community Development Department Indian River County 180127 t h Street Vero Beach, FI. 32960 Phone: (772) 226-1250 Fax: (772) 226-1922 E-mail: IRC Web Site: http://www.ircgov.com Vil From: Sasan Rohani Sent: Thursday, August 09, 2018 1:42 PM To: kgilbertschool@aol.com Cc: Stan Boling <sboling@ircgov.com>; Bill Schutt, <nwood@ircgov.com>; Vickie Johnston <vjohnston'� McAdam <smcadam@ircgov.com>; Jose Guanch <jg'U Subject: FW: 1995 Survey for 1730 and 1728 24th Strer Please be advised that the county planning staff coordinate, previous uses and quantities for impact fee credit purpose. & quantities as 2 single family homes larger than 2500 sf and 19 A uses and quantities the total impact fee due for change of use to,., Thanks Sasan From: Fersch Trac rn,;rltr: i i r�ci�:r.i%cc;vf�,crc: Sent: Thursday, August 09, 2018 9:59 AM To: Stan Boling Subject: RE: 1995 Survey for 1730 and 1728 24th Street i.. c1 S n� 77 Sasan Rohani _ To: kgilbertschool@aol.com Cc: Stan Boling; Bill Schutt; Tim Zorc; Nancy Wood; Vickie Johnston; TFersch@covb.org; TMcGarry@covb.org; Scott McAdam; Jose Guanch Subject: RE: 1995 Survey for 1730 and 1728 24th Street (Project # 95120077- 81861) Attachments: SKMBT_55218081613180.pdf; scan0051.pdf Good Afternoon Please be advised that Mr. Stan Boling, Community Development Director, personally went to the City Vero Beach Planning Department and coordinated with city staff to ensure that maximum impact fee credit is given to this project. Mr. Boling and city staff based on an old survey determined that at one point in the past there were 4 single family home at this site. That 4 single family home provides...that-maximum impact fee credit. Please see attached revised payment slip after applying impact fee creditfor 4 single family homes. Thanks-----._._�._<._.--........----.....ti.._-...._..-- -.... ..._........... _ __....� ..__....__..- Sasan Sasan Rohani, AICP Chief, tong -Range Planning Section Community Development Department Indian River County 180127 t h Street Vero Beach, FI. 32960 Phone: (772) 226-1250 Fax: (772) 226-1922 E-mail: IRC Web Site: http://www.ircgov.com Vil From: Sasan Rohani Sent: Thursday, August 09, 2018 1:42 PM To: kgilbertschool@aol.com Cc: Stan Boling <sboling@ircgov.com>; Bill Schutt, <nwood@ircgov.com>; Vickie Johnston <vjohnston'� McAdam <smcadam@ircgov.com>; Jose Guanch <jg'U Subject: FW: 1995 Survey for 1730 and 1728 24th Strer Please be advised that the county planning staff coordinate, previous uses and quantities for impact fee credit purpose. & quantities as 2 single family homes larger than 2500 sf and 19 A uses and quantities the total impact fee due for change of use to,., Thanks Sasan From: Fersch Trac rn,;rltr: i i r�ci�:r.i%cc;vf�,crc: Sent: Thursday, August 09, 2018 9:59 AM To: Stan Boling Subject: RE: 1995 Survey for 1730 and 1728 24th Street `ncy Wood `Cott ,e verification of .,ned previous uses and ,impact fee credits given for those �nool/day care use is $8,833.30. i.. `ncy Wood `Cott ,e verification of .,ned previous uses and ,impact fee credits given for those �nool/day care use is $8,833.30. r C Stan — Re initialed page 3 is ettachcd. 1 racy From: Fersch, Tracy . .... Uri;] Sent: Wednesday, August 08, 2018 3:31 PM To: Stan Boling Subject: Survey Hi Stan, Attached is the survey for 1728-30 24" Street before it waschanged to the Assisted li.yinS facility. Thank you, Tracy I J Application ues Brat Slip CDPR5020 - Application Request Payment Slip PAYMENT SLIP NBR: AR -81861 REQUEST # ..__.._...-.._...._. APP. REQUEST TYPE T REQUEST STATUS — _.. 81861 VBIF - CONCURRENCY, VERO BEACH INITIAL/FINAL COMBO PENDING PROJECT # PROJCT NAME PROJECT STATUS 95120077 OXFORD ACADEMY PRESCHOOL FKA HELPING ANGELS ACTIVE APPLICANT OWNER KIM GILBERT KIDUCATION INC 1730 24TH ST 1730 24TH ST VERO BEACH, FL 32960 VERO BEACH, FL 32960 FEE CODE DESCRIPTION GLACCOUNT USER WAIVED AMOUNT DUE DAPP DEVELOPMENT APPLICATION 2-004032-322010 PL401 N $120.00 PBI-.FVB-C PUBLIC BLDG IF VB - COM 103032-324721-71052 PL401 N $717.17 ADz FVFG -c ADM IF VB - COMMERCIAL 1030312=324722-71052 PL401 N $749.48 F" E TFVB-c FIRE/EMS IF VB - COMMERCIAL 103032-32412341052 PL401 N $1,156.52 TF1.06-C TIF DISTRICT 2 VB - COMMERCIAL 102032-324320-65222 PL401 N $23,143.30 TF'106-R TIF DISTRICT 2 VB -RESIDENTIAL 102032-324310-65222 PL401 N $-15,222.00 S.T.F'VB-R SCHOOL IF VB - RESIDENTAIL 103-202103.52 PL401 N $0.00 PBIFVB-R PUBLIC BLDG IF VB - RES 103032-324711-71052 PL401 N $-717.17 rrzFVB-R FIRE/EMS IF VB - RESIDENTIAL 103032-324113-.71052 PL401 N $-1,156.52 A.DIFVB-R ADM IF VB - RESIDENTIAL 103032-324712-71052 PL401 N $-740.00 TOTAL DUE: $8,050.78 Utility capacity charges are NOT included in the total due. Please contact the Utility Department for Utility Fees, Indian River County CD -Plus for Windows 2000/XPNlsta Printed on: 8/16/2018 2:13:57PM Page 1 of 1 A Nand Use on Project:95120fl77 Land Use Description Status Total Credit Assigned Assigned Units App Rea # 920 DRY CARE CENTER PENDING 5461 N 0 0 GSF il0 C SF LARGER THAN. 2500 SF PENDT_NG 1 Y" 0 0 Dli 110 A SF LESS THAN 1500 SF PENDING 3 � �Y 0 0 DU �9TndiAn River County �. CD -Flus .for windows 2000JXP/VISTA ?ri_.ted or. :8 2:14:17 PM Page : 1 iYr. ii;�' Dori Roy From: Jose Guanch Sent: Friday, July 13, 2018 11:39 AM To: Lisa Hill; Scott McAdam Cc: Tim Zorc; 'kgilbertschool@aol.com' Subject: RE: Notice of Violation for Kiducation, Inc., 1728 24th Street and 1730 24th Street Lisa, My email has not been working properly so I just saw this email... sorry! Scott's out of the office until Monday July 16th 2018. It seems to me that the City never approved the change of use from assisted living to day care. It's also apparent that the property appraiser made changes in their records but that does not relieve the owner from complying with City Planning and impact fee requirements. The attached letter in your email from Maria Lewicka does not appear to imply an approval it simply appears to be informational in nature in reply to an inquiry on setbacks. I've spoken with City Planning and Nancy Wood and both have told me they have informed the owner on what needs to be done. The owner should contact City Planning (772-978-4550) to get information on the process to initiate a change of use. Additionally, the owner needs to address any impact fees with Nancy Wood that are required to be paid for a change of use. And lastly, the owner needs tq speak vtftthe building department regarding the requirements for a change of occupancy from assisted living to day care; I would suggest a meeting with the Building Official and the owner so he can provide guidance as to building code requirements as applicable. Hope this helps. Please contact me if I can be of further assistance. Thank you, ,lose Guanch, CBO, MCP Deputy Building Official Indian River County Phone (772)226-1265 Fax (772) 770-5333 Email: jguanch@,ircgov.com "The Best Things in Life Aren't Things" Art Buchwald -----Original Message ----- From: Lisa Hill Sent: Wednesday, July 11, 2018 3:25 PM To: Scott McAdam <smcadamgircgov.com>; Jose Guanch <jguanchgi, rcgov.com> Cc: Tim Zorc <tzorcgircgov.com>; 'kgilbertschool@aol.com' <kgilbertschoolkaol.com> Subject: Notice of Violation for Kiducation, Inc., x118 24th"S'treet and 1730 24th Street Commissioner Zorc asked that I forward to you the attached documentation from Ms. Gilbert related to the search of outstanding issues on her property at 1728 and 1730 24th Street. This information was requested in order to provide additional information regarding a Notice of Violation. Please let me know if you need additional information. Thank you. Lisa Hill 3fl -, � 9 �? Commissioner Assistant Indian River County Board of County Commissioners 1801 27th Street, Bldg. A Vero Beach, FL 32960 E -Mail: lhillga i� rc ov.com Phone: (772) 226-1919 r Fax: (772) 770-5334 PLEASE NOTE: Florida has a very broad public records law. Most written communications to or from County officials regarding county business are considered to be public records and will be made available to the public and the media upon request. Your email messages and=email address may, therefore, be subject to public disclosure. -----Original Message ----- From: kgilbertschoolgaol.com [mailto:kgilbertschoolgaol.com] Sent: Wednesday, July 11, 2018 2:25 PM To: Tim Zorc <tzorcgircgov.com> Subject: Closing Doc 2008 Hello Tim, Enclosed are all the documents my attorney sent. :5tk5 Thank you for your help! 'k I 10 �,j :*i Dori Roy From: Lisa Hill Sent: Monday, July 30, 2018 9:44 AM To: Tim Zorc Subject: FW: Oxford Academy Tim, I called the COVB Planning Department this morning and spoke with Gail. She indicated that Jose in our Building Department was provided with all of the information regarding the allowed use of the property going back at least one decade as a child care facility. Would you want me to ask Jose for the information or would you prefer to do it? Lisa -----Original Message ----- From: Tim Zorc Sent: Friday, July 27, 2018 5:30 PM To: kgilbertschoolgaol.com; Lisa Hill Subject: Re: Oxford Academy Kim: I had some meetings with some staff today and a few questions were raised that will try to secure answers for. Lisa from my office will be contacting you Monday with a very brief update and she will be working with the city trying to obtain some additional documentation that members of the planning staff asked for. For me it seems to be an open and shut case that nothing is due however once the process got started to reverse it is unfortunately taking a considerable amount of time. I will continue to work with you to try to bring this to a close in the near future. Sincerely Tim Zorc Indian River County Commissioner District 3 1801 27th Street - Building A Vero Beach, Florida 32960-3365 TZorcgircgov.com 772-226-1492 -Office 772-770-5334 - Fax Please excuse any typos or errors, sent from iPhone, > On Jul 27, 2018, at 2:51 PM, "kgilbertschoolgaol.com" <k ilg bertschoolgaol.com> wrote: > Hi Tim, > Any thought or plan of action regarding the last communication with Sasan R? > Thank you in advance! Enjoy your weekend! > Best regards, > Kim Gilbert > 772-485-3725 2 n l� Misty Pursel From: Lisa Hill Sent: Tuesday, October 23, 2018 2:14 PM To: 'kgilbertschool@aol.com'; Tim Zorc Cc: Tim Zorc Subject: RE: Oxford Academy Ms. Gilbert, Would you be available to meet with Commissioner Zorc at noon on Tuesday, October 30 to discuss Oxford Academy? Please let me know at you earliest convenience so that I can confirm it on his schedule. Thank you. Lisa Hill Commissioner Assistant Indian River County Board of County Commissioners 1801 27th Street, Bldg. A Vero Beach, FL 32960 E -Mail: Ihill@ircgov.com Phone: (772) 226-1919 Fax: (772) 770-5334 PLEASE NOTE: Florida has a very broad public records law. Most written communications to or from County officials regarding county business are considered to be public records and will be made available to the public and the media upon request. Your email messages and email address may, therefore, be subject to public disclosure. -----Original Message ----- From: kgilbertschool@aol.com [mailto:kgilbertschool@aol.com] Sent: Monday, October 22, 2018 3:06 PM To: Tim Zorc <tzorc@ircgov.com> Subject: Oxford Academy Hi Tim, It's been a while since we have spoke. I hope you are well! Any updates? Speak with you soon. Have a good day! Best regards, Kim Gilbert 772-485-3725 Misty Pursel From: Tim Zorc Sent: Monday, October 22, 2018 5:03 PM To: kgilbertschool@aol.com; Lisa Hill Subject: Re: Oxford Academy Lisa: Work our a time for another office visit for Kim so we can set up a agenda item for one of the next BCC meetings. Thanks Sincerely Tim Zorc Indian River County Commissioner District 3 1801 27th Street - Building A Vero Beach, Florida 32960-3365 TZorc@ircgov.com 772-226-1492 -Office 772-770-5334 - Fax Please excuse any typos or errors, sent from iPhone. > On Oct 22, 2018, at 3:06 PM, "kgilbertschool@aol.com" <kgilbertschool@aol.com> wrote: > Hi Tim, > It's been a while since we have spoke. I hope you are well! Any updates? > > Speak with you soon. Have a good day! > Best regards, > Kim Gilbert > 772-485-3725 z Misty Pursel From: kgilbertschool@aol.com Sent: Monday, October 22, 2018 3:06 PM To: Tim Zorc Subject: Oxford Academy Hi Tim, It's been a while since we have spoke. I hope you are well! Any updates? Speak with you soon. Have a good day! Best regards, Kim Gilbert 772-485-3725 -4,q , �qj Misty Pursel ' From: Kathy Charest Sent: Thursday, September 20, 2018 11:09 AM To: Sasan Rohani; Tim Zorc Cc: Stan Boling; Bill Schutt; Lisa Hill Subject: RE: Oxford Academy Impact Fees The meeting is now at 1:30 in your conference room. (I just confirmed this with Lisa). Kathy Charest Ext 1254 -----Original Appointment ----- From: Stan Boling On Behalf Of Sasan Rohani Sent: Thursday, September 20, 2018 9:34 AM To: Kathy Charest Subject: FW: Oxford Academy Impact Fees When:. Thursday, September 20, 2018 3:30 PM -4:00 PM (UTC -05:00) Eastern Time (US & Canada). Where: Stan's Conference Room Which invite/location is the real one? -----Original Appointment ----- From: Sasan Rohani Sent: Thursday, September 20, 2018 9:15 AM To: Sasan Rohani; Tim Zorc; Kathy Charest Cc: Stan Boling; Bill Schutt Subject: Oxford Academy Impact Fees When: Thursday, September 20, 2018 3:30 PM -4:00 Where: Stan's Conference Room PM (UTC -05:00) Eastern Time (US & Canada). From: Sasan Rohani Sent: Thursday, September 20, 2018 9:06 AM To: Tim Zorc <tzorc@ircgov.com> Cc: Stan Boling <sboling@ircgov.com>; Jason Brown <jbrown@ircgov.com>; Lisa Hill <Ihill@ircgov.com>; kgilbertschool@aol.com; Bill Schutt <bschutt@ircgov.com>; Vickie Johnston <vjohnston@ircgov.com>; Nancy Wood. <nwood@ircgov.com>; Scott McAdam <smcadam@ircgov.com>; Jose Guanch <jguanch@ircgov.com>; 'TMcGarry@covb.org' <TMcGarry@covb.org>; 'TFersch@covb.org' <TFersch@covb.org> Subject: RE: Kim Gilbert Good morning Commissioner Zorc 3:30 pm works for Stan and me. Thanks Sasan Sasan Rohani, AICP Chief, Long -Range Planning Section Community Development Department Indian River County 1801 27th Street Vero Beach, FI. 32960 Phone: (772) 226-1250 Fax: (772) 226-1922 E-mail: srohani@ircgov.com IRC Web Site: http://www.ircgov.com From: Tim Zorc Sent: Wednesday, September 19, 2018 5:39 PM To: Sasan Rohani <srohani@ircgov.com> n Cc: Stan Boling <sboling@ircgov.com>; Jason Brown <jbrown@ircgov.com>; Lisa Hill <Ihill@ircgov.com>; kgilbertschool@aol.com; Bill Schutt <bschutt@ircgov.com>; Vickie Johnston <vjohnston@ircgov.com>; Nancy Wood <nwood@ircgov.com>; Scott McAdam <smcadam@ircgov.com>; Jose Guanch <jguanch@ircgov.com>; 'TMcGarry@covb.org' <TMcGarry@covb.org>; 'TFersch@covb.org' <TFersch@covb.org> Subject: RE: Kim Gilbert Sasan and Stan: Could we meet to review the notes and calculations tomorrow afternoon between 3:30-4:30. Thanks Tim MAMA From: Sasan Rohani Sent: Wednesday, September 19, 2018 9:06 AM To: Tim Zorc <tzorc@ircgov.com> Cc: Stan Boling <sboling@ircgov.com>; Jason Brown <jbrown@ircgov.com>; Lisa Hill <Ihill@ircgov.com>; kgilbertschool@aol.com; Bill Schutt <bschutt@ircgov.com>; Vickie Johnston <vjohnston@ircgov.com>; Nancy Wood <nwood@ircgov.com>; Scott McAdam <smcadam@ircgov.com>; Jose Guanch <jguanch@ircgov.com>; 'TMcGarry@covb.org' <TMcGarry@covb.org>; 'TFersch@covb.org' <TFersch@covb.org> Subject: FW: Kim Gilbert Hi Tim As you can see on the third page of the attachment (Application Request Payment Slip) impact fee credits are given for all applicable impact fee categories. Each impact fee category has its own trust fund and you cannot pay one impact fee category from another impact fee trust fund. Therefore, no impact fee credit is given for single family school impact fees, since day care centers are not assessed for school impact fees. Thanks Sasan Sasan Rohani, AICP Chief, Long -Range Planning Section Community Development Department Indian River County 1801 27th Street Vero Beach, FI. 32960 Phone: (772) 226-1250 Fax: (772) 226-1922 E-mail: srohani@ircgov.com IRC Web Site: http://www.ircgov.com From: Sasan Rohani Sent: Wednesday, September 19, 2018 8:35 AM To: Tim Zorc <tzorc@ircgov.com> Cc: Stan Boling <sboling@ircgov.com>; Jason Brown <jbrown@ircgov.com>; Lisa Hill <Ihill@ircgov.com>; kgilbertschool@aol.com; Bill Schutt <bschutt@ircgov.com>; Vickie Johnston <vjohnston@ircgov.com>; Nancy Wood <nwood@ircgov.com>; 'TMcGarry@covb.org' <TMcGarry@covb.org>; 'TFersch@covb.org' <TFersch@covb.org>; Scott McAdam <smcadam@ircgov.com>; Jose Guanch <jguanch@ircgov.com> Subject: RE: Kim Gilbert Hi Tim Please note the last e-mail that was sent to the applicant (copy attached) on August 16, 2018. Thanks Sasan Sasan Rohani, AICP Chief, Long -Range Planning Section Community Development Department Indian River County 1801 27th Street Vero Beach, FI. 32960 Phone: (772) 226-1250 Fax: (772) 226-1922 E-mail: srohani@ircgov.com IRC Web Site: http://www.ircgov.com From: Tim Zorc Sent: Tuesday, September 18, 2018 7:24 PM To: Stan Boling <sboling@ircgov.com>; Sasan Rohani <srohani@ircgov.com>; Jason Brown <jbrown@ircgov.com>; Lisa Hill <Ihill@ircgov.com> Subject: Fwd: Kim Gilbert Stan: I thought with the city re issuing their letter that zeroed our the impact fees. Please give me an update tomorrow. Thanks Sincerely Tim Zorc Indian River County Commissioner District 3 1801 27th Street - Building A Vero Beach, Florida 32960-3365 TZorc@ircgov.com 772-226-1492 -Office 772-770-5334 - Fax Please excuse any typos or errors, sent from iPhone. Begin forwarded message: From: <kgilbertschool@aol.com> Date: September 18, 2018 at 3:02:33 PM EDT To: Tim Zorc <TZorc@ircgov.com> Subject: Fwd: Hi Tim, Any progress? I'm still receiving letters. Best regards, Kim Gilbert 772-485-3725 5 Begin forwarded message: From: Vickie Johnston <vjohnston@ircgov.com> Date: September 18, 2018 at 2:25:45 PM EDT To: "KGILBERTSCHOOL@AOL.COM" <KGILBERTSCHOOL@AOL.COM> Please pay traffic impact fees for this project. Once the fees are paid I will be able to issue a concurrency certificate for this project. cid:image001.png@01 D44F5B.7C6C0820 Misty Pursel From: kgilbertschool@aol.com Sent: Wednesday, August 01, 2018 4:15 AM To: Tim Zorc Subject: Re: Oxford Academy Thank you Tim, I do appreciate your time and energy spent in aiding my dilemma! Enjoy your day! Best regards, Kim Gilbert 772-485-3725 > On Jul 27, 2018, at 5:30 PM, Tim Zorc <tzorc@ircgov.com> wrote: > > Kim: I had some meetings with some staff today and a few questions were raised that will try to secure answers for. > Lisa from my office will be contacting you Monday with a very brief update and she will be working with the city trying to obtain some additional documentation that members of the planning staff asked for. > For me it seems to be an open and shut case that nothing is due however once the process got started to reverse it is unfortunately taking a considerable amount of time. > I will continue to work with you to try to bring this to a close in the near future. > Sincerely > Tim Zorc > Indian River County > Commissioner District 3 > 1801 27th Street - Building A > Vero Beach, Florida 32960-3365 > TZorc@ircgov.com > 772-226-1492 -Office > 772-770-5334 - Fax > Please excuse any typos or errors, sent from iPhone. >> On Jul 27, 2018, at 2:51 PM, "kgilbertschool@aol.com" <kgilbertschool@aol.com> wrote: >> Hi Tim, >> Any thought or plan of action regarding the last communication with Sasan R? >> Thank you in advance! Enjoy your weekend! >> Best regards, >> Kim Gilbert >> 772-485-3725 Misty Pursel From: Lisa Hill Sent: Monday, July 30, 2018 9:44 AM To: Tim Zorc Subject: FW: Oxford Academy Tim, I called the COVB Planning Department this morning and spoke with Gail. She indicated that Jose in our Building Department was provided with all of the information regarding the allowed use of the . property going back at least one decade as a child care facility. Would you want me to ask Jose for the information or would you prefer to do it? Lisa -----Original Message ----- From: Tim Zorc Sent: Friday, July 27, 2018 5:30 PM To: kgilbertschool@aol.com; Lisa Hill Subject: Re: Oxford Academy Kim: I had some meetings with some staff today and a few questions were raised that will try to secure answers for. Lisa from my office will be contacting you Monday with a very brief update and she will be working with the city trying to obtain some additional documentation that members of the planning staff asked for. For me it seems to be an open and shut case that nothing is due however once the process got started to reverse it is unfortunately taking a considerable amount of time. will continue to work with you to try to bring this to a close in the near future. Sincerely Tim Zorc Indian River County Commissioner District 3 1801 27th Street - Building A Vero Beach, Florida 32960-3365 TZorc@ircgov.com 772-226-1492 -Office 772-770-5334 - Fax Please excuse any typos or errors, sent from iPhone. > On Jul 27, 2018, at 2:51 PM, "kgilbertschool@aol.com" <kgilbertschool@aol.com> wrote: > Hi Tim, > Any thought or plan of action regarding the last communication with Sasan R? > Thank you in advance! Enjoy your weekend! > Best regards, > Kim Gilbert > 772-485-3725 :2 -la - � 51 Misty Pursel From: Tim Zorc Sent: Friday, July 27, 2018 5:30 PM To: kgilbertschool@aol.com; Lisa Hill Subject: Re: Oxford Academy Kim: I had some meetings with some staff today and a few questions were raised that will try to secure answers for. Lisa from my office will be contacting you Monday with a very brief update and she will be working with the city trying to obtain some additional documentation that members of the planning staff asked for. For me it seems to be an open and shut case that nothing is due however once the process got started to reverse it is unfortunately taking a considerable amount of time. I will continue to work with you to try to bring this to a close in the near future. Sincerely Tim Zorc Indian River County Commissioner District 3 1801 27th Street - Building A Vero Beach, Florida 32960-3365 TZorc@ircgov.com 772-226-1492 -Office 772-770-5334 - Fax Please excuse any typos or errors, sent from iPhone. > On Jul 27, 2018, at 2:51 PM, "kgilbertschool@aol.com" <kgilbertschool@aol.com> wrote: > Hi Tim, > Any thought or plan of action regarding the last communication with Sasan R? > Thank you in advance! Enjoy your weekend! > Best regards, > Kim Gilbert > 772-485-3725 Misty Pursel From: kgilbertschool@aol.com Sent: Friday, July 27, 2018 2:51 PM To: Tim Zorc Subject: Oxford Academy Hi Tim, Any thought or plan of action regarding the last communication with Sasan R? Thank you in advance! Enjoy your weekend! Best regards, Kim Gilbert 772-485-3725 Misty Pursel From: Sasan Rohani Sent: Friday, July 20, 2018 9:34 AM To: kgilbertschool@aol.com Cc: Tim Zorc; Scott McAdam; Jose Guanch; Stan Boling; Bill Schutt; Vickie Johnston; Nancy Wood; McGarry, Tim Subject: FW: Notice of Violation for Kiducation, Inc., 1728 24th Street and 1730 24th Street, project # 9512077-81861 (Oxford Academy) Attachments: Closing Doc 2008.pdf, ATT00001.txt Good Morning I.was waiting to see if you are sending me any additional correspondence regarding fees or concurrency. July 29, 2008, letter stated That "the site is in compliance with the zoning regulations of the City of Vero Beach and there are no outstanding violations. There is no reference in this letter to any fees including impact fees or concurrency. As verified by the City of Vero Beach, this is a change of use that requires payment of additional impact fees. Thanks Sasan Sasan Rohani, AICP Chief, Long -Range Planning Section Community Development Department Indian River County 1801 27th Street Vero Beach, FI. 32960 Phone: (772) 226-1250 Fax: (772) 226-1922 E-mail: srohani@ircgov.com IRC Web Site: http://www.ircgov.com -----Original Message ----- From: Lisa Hill Sent: Wednesday, July 11, 2018 3:25 PM To: Scott McAdam <smcadam@ircgov.com>; Jose Guanch <jguanch@ircgov.com> Cc: Tim Zorc <tzorc@ircgov.com>; 'kgilbertschool@aol.com' <kgilbertschool@aol.com> Subject: Notice of Violation for Kiducation, Inc., 1728 24th Street and 1730 24th Street Commissioner Zorc asked that I forward to you the attached documentation from Ms. Gilbert related to the search of outstanding issues on her property at 1728 and 1730 24th Street. This information was requested in order to provide additional information regarding a Notice of Violation. Please let me know if you need additional information. Thank you. Lisa Hill Commissioner Assistant Indian River County Board of County Commissioners ,3/ MI - � q K 1801 27th Street, Bldg. A Vero Beach, FL 32960 E -Mail: (hill@ircgov.com Phone: (772) 226-1919 Fax: (772) 770-5334 PLEASE NOTE: Florida has a very broad public records law. Most written communications to or from County officials regarding county business are considered to be public records and will be made available to the public and the media upon request. Your email messages and email address may, therefore, be subject to public disclosure. -----Original Message ----- From: kgilbertschool@aol.com [mailto:kgilbertschool@aol.com] Sent: Wednesday, July 11, 2018 2:25 PM To: Tim Zorc <tzorc@ircgov.com> Subject: Closing Doc 2008 Hello Tim, Enclosed are all the documents my attorney sent. Thank you for your help! Misty Pursel From: Tim Zorc Sent: Thursday, July 19, 2018 9:07 PM To: kgilbertschool@aol.com; Lisa Hill; Sasan Rohani Subject: Re: Oxford Academy Kim: I'm have included you and members of the planning department to reply back to your email. For me the letters should clarify the you and your attorney had taken proper steps to identify any issues or outstanding fees before you purchased the property. I apologize for the delay I was in Orlando for the day. Stand and Sasan please reply all to this message, thanks very much. Sincerely Tim Zorc Indian River County Commissioner District 3 1801 27th Street - Building A Vero Beach, Florida 32960-3365 TZorc@ircgov.com 772-226-1492 -Office 772-770-533.4- fax Please excuse any typos or errors, sent from iPhone. > On Jul 18, 2018, at 3:04 PM, "kgilbertschool@aol.com" <kgilbertschool@aol.com> wrote: > Hi Tim, > Just checking if you may have gotten anywhere with the Preschool issue and the county? > Thank you in advance! > Best regards, > Kim Gilbert > 772-485-3725 Misty Pursel From: kgilbertschool@aol.com Sent: Wednesday, July 18, 2018 3:05 PM To: Tim Zorc Subject: Oxford Academy Hi Tim, Just checking if you may have gotten anywhere with the Preschool issue and the county? Thank you in advance! Best regards, Kim Gilbert 772-485-3725 Indian River County Fire Prevention Bureau INSPECTION REPORT 1801 27th Street, Building A Vero Beach, Florida 32960-0310 Phone: (772) 226-1880 i r RiICilE Fax: (772) 978-1848 Inspector SCoqai rcx- I arqf fo a,a• Name Direct Phone Line Date /. 1 Fil # Priority Occupancy Type 1 Gl C• Type of InspectionU-41 11 OCCUPANCY NAM r' ,� Type t ADDRESS OWNER/MANAG R TELEPHONE CITY - ��—ZIP. STORIES NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed Ie following fire safety hazard and/or violation of the standards of the National Fire Prevention Association (NFPA) adopted by The Florida Fire Prevention Code. As such oonditior s are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A re -inspection to determine compliance will be conducted on or after the scl eduled re -inspection date. Failure to comply with the foregoing order before the date of such re -inspection may render you liable to the penalties provided by law for such violation VIOLATIONS CODE SECTIONS ADDRESS i 1A Each bay/unit shall be identified by 6 -inch numbers or letters, contrasting background, visible from roadway, at frontad rear exits. NFPA 1 1B Knox entrysystem _t3ox _Switch required, Emergency Services access is locked or secured. NFPA 1 1C Truss Signage required. R (Roof) F (Floor) RF (Roof and Floor) f ELECTRICAL i 2A Discontinue extension cords used in lieu of permanent wiring. Location(s): ` NFPA 1 i 26 Circuits/Breakers in electrical panels are not legibly marked to indicate their purpose of area of service. NFPA 70 2C Above ground interior and exterior wiring shall be protected in approved conduit. NFPA70 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70 2E Remove all storage within 3 feet of the front of electrical panels. NFPA 70 �o 2F Open wire splices require a junction or receptacle box with a cover plate, NFPA 2G The use of non -listed multi -plug adapters are not allowed. Only UL listed or equal type may be used in accordance wi h their listing. NFPA 1 2H Wiring is damaged, replace or repair and protect as required. EXITS NFPA 1 3A Panic or fire exit hardware shall not have additional locks, latches or devices that inhibit its function or are not listed/ap roved. NFPA 101 3B No furnishings, decorations, or other objects shall obstruct exits, access thereto, egress there from, or visibility thereof. NFPA 101 3C Enclosed usable spaces within exit enclosures shall be prohibited. Open space within exit enclosures shall not be use for storage or any purpose that has NFPA 101 the potential to interfere with egress. No storage is allowed under or within 10 feet of exterior stairs. 3D Install or repair emergency lighting and/or exit signs. NFPA 101 3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the inside of the building. NFPA 101 3F Door is not functioning properly. NFPA 101 FIRE EXTINGUISHERS 4A Fire extinguisher(s) required. Provide extinguishers) of a 2A10BC minimum rating or as specified here: NFPA 1 413 Mount fire extinguisher(s) where it is visible, readily accessible, near exit aggress, with the top no higher than 5 feet. NFPA 1,10 4C Provide service and inspection by a state licensed company for all fire extinguishers annually. NFPA 10 4D Fire extinquisher(s) Not Fully Charged. Physically Damaged. Corroded. Not Mounted Pr perly. Missing Service Tag. NFPA 10 Notes: GENERAL AND STORAGE 5A Compressed gas cylinders/tanks shall be secured to prevent from falling and identified with product name displayed. NFPA 1 5B Remove all storage from HVAC air handling unit plenums. Notes: NFPA 90A 5C Flammable/Combustible liquids shall be stored in accordance with NFPA 1. Approved Storage Cabinet Requirelf, Fire Rated Area Required. NFPA i 5D Trash Chute(s): Not Functioning Properly. Missing Spring. Missing Fusible Link. Fir Sprinklers Need Service. NFPA 82 5E Fire Drill records are incomplete. Drills Required Annually or Drills are required as noted here: NFPA 101 Notes: f Systems Present: _Fire Alarm. Sprinkler System. Hood System, Standpipe. Fir Pump. Emergency Generator Special Systems Insp tion eportA ached: Yes, No. Knox Box: Yes. No S-- r -- _ -- —_ — - — NI SP CTION hsu RE -I . SPECTION(S) Recipi(r / INITITAL.t2Pat:.., Scheduled;, !!_ICompleted: ! I Inspector: — — — ID# I i If not in compliance on 3rd inspeclion, fees Krill be applied to this building in ! compliance with Indian River County Code of Ordinances. COMPLIANCE D E ! — - 3rd: / / Inspector: ID# INSPECTO ID# 4th: ! I Inspedtor. ID# J3 H P1 Date -1 f OCCUPANCY Indian River County Fire Prevention Bureau 1801 27th Street, Building A Vero Beach, Florida 32960-0310 Phone: (772) 226-1880 Fax: (772) 978-184 Inspector INSPE )VJra S�.1,,/ Aq 6 -/9, �- J NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed I standards of the National Fire Prevention Association (NFPA) adopted by The Florida Fire Prevention Code. As such conditioi correct said conditions upon receipt of this notice. A re -inspection to determine compliance will be conducted on or after the sc the foregoing order before the date of such re -inspection may render you liable to the penalties provided by law for such violation 'VIOLATIONS _ -- -- - - - ADDRESS 1A Each bay/unit shall be identified by 6 -inch numbers or letters, contrasting background, visible from roadway, at front 1B Knox entry system Box _Switch required, Emergency Services access is locked or secured. 1C Truss Signage required. R(Roof) F(Floor) RF (Roof and Floor) 'ELECTRICAL 2A Discontinue extension cords used in lieu of permanent wiring. Location(s): 2B Circuits/Breakers in electrical panels are not legibly marked to indicate their purpose of area of service. 2C Above ground interior and exterior wiring shall be protected in approved conduit. 2D- Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers.. 2E Remove all storage within 3 feet of the front of electrical panels. 2F Open wire splices require a junction or receptacle box with a cover plate. 2G The use of hon -listed multi -plug adapters are not allowed. Only UL listed or equal type may be used in accordance N 2H Wiring is damaged, replace or repair and protect as required. EXITS 3A Panic or fire exit hardware shall not have additional locks, latches or devices that inhibit.its function or are not listed/a 3B No furnishings, decorations, or other objects shall obstruct exits, access thereto, egress therefrom, or visibility theree 3C Enclosed usable spaces within exit enclosures shall be prohibited. Open space within exit enclosures shall not be use the potential to interfere with egress. No storage is allowed under or within 10 feet of exterior stairs. 3D Install or repair emergency lighting and/or exit signs. 3E Secondary exit door has an improper lock. Deadbolts shall hot require the use of a key from the inside'of the buildinc 3F Door is not functioning property. FIRE EXTINGUISHERS 4A Fire extinguisher(s) required. Provide extinguishers) of a 2A10BC minimum rating or as specified here: Q Mount fire extinguisher(s) where it is visible, readily accessible, near exit aggress, with the top no higher than 5 feet. 4C Provide service and inspection by a state licensed company for all fire extinguishers annually. 4D Fire extinquisher(s) Not Fully Charged. Physically Damaged. 'Corroded. Not Mounted f Notes: GENERAL AND STORAGE SA Compressed gas cylindersitanks shall be secured to prevent from falling and identified with product name displayed. 5B Remove all storage from HVAC air handling unit plenums. Notes: 5C Flammable/Combustible liquids shall be stored :in accordance with NFPA 1. Approved Storage Cabinet Requ 5D Trash Chute(s): Not Functioning Property. Missing Spring. _Missing Fusible Link. I 5E .Fire Drill records are incomplete. Drills Required Annually or Drills are required as noted here: Systems P -resent: Fire Alarm. Sprinkler System. Hood System. Standpipe. Special Systems Ins ection Report Attached: Yes. No. _ I� I L, ECTION Recipient: Inspector: ID# E COMPLIANCE I 13.rd: ON REPORT Dir .t Phone Li e pe of In ection UM ZIP STORIES following fire safety hazard and/or violation of the are contrary to law, you are hereby required to duled re -inspection date. Failure to comply with CODE SECTIONS rear exits. their listing. for storage or any purpose that has NFPA 1 NFPA 1 NFPA i NFPA 70 NFPA 70 NFPA 70 NFPA 10 NFPA 10 NFPA 1 NFPA 1 NFPA 101 NFPA 101 NFPA 101 NFPA 101 NFPA 101 NFPA 101 NFPA 1 NFPA 1,10 NFPA 10 Missing Service Tag. NFPA 10 —Fire Rated Area Required. Sprinklers Need Service. NFPA 1 NFPA 90A NFPA 1 NFPA 82 NFPA 101 Pump. Emergency Generator Knox Box: Yes. No If not in compliance on 3rd inspection, fees will be applied to this building in compliance with lndiai River County Code of Ordinances. Indian River County Fire Prevention Bureau INSPECTION REPORT 1801 27th Street, Building A Vero Beach, Florida 32960-0310 Phone: (772) 226-1880 fax: (772) 978-1848 Inspector ' &IN Na Direct Phone Line n Date -li ! .y%- ! ) e -T(Q riodty :Occupancy Type (rte Type of Inspection j OCCUPANCY NAME V` - Ty�pPe 1 - ADDRESS — CITY ' �-J t� ZIP J OWNER/MANAGER 1� i 1.Wr - T �I�� TELEPHONE STORIES� NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazard and/or violation of the standards of the National Fire Prevention Association (NFPA) adopted by The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled re -inspection date. Failure to comply with the foregoing order before the date of such re -inspection may render you liable to the penalties provided by law for such violation. I VIOLATIONS 1CODE SFG310NS - -- - - - — ADDRESS 1A Each bay/unit shall be identified by &=inch numbers or letters, contrasting background, visible from roadway, at front and rear exits. NFPA t 18 Knox entry system _Box _Switch required, Emergency Services access is locked or secured: NFPA 1 1C Truss Signage required. R (Roof) F (Floor) 'RF (Roof and Floor) - ELECTRICAL 2A Discontinue extension cords used in lieu of permanent wiring. Location(s): NFPA 1 2B Circuits/Breakers in electrical panels are not legibly marked to indicate their purpose of area of service. NFPA 70 2C Above ground interior and exterior wiring shall be protected in approved conduit. NFPA 70 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70 2E Remove all storage within 3 feet of the front of electrical panels. NFPA 70 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70 2G The use of non -listed multi -plug adapters are not allowed. Only UL listed or equal type may be used in accordance with their listing. NFPA 1 2H Wiring is damaged, replace or repair and protect as required. NFPA 1 EXITS 3A Panic or fire exit hardware shall not have additional locks, latches or devices that inhibit its function or are not listedlapproved. NFPA 101 3B No furnishings, decorations, or other objects shall obstruct exits, access thereto, egress there from, or visibility thereof. NFPA 101 3C Enclosed usable spaces within exit enclosures shall be prohibited. Open space within exit enclosures shall not be used for storage or any purpose that has NFPA tot the.potential to interfere with egress, No storage is allowed under or within 10 feet of exterior stairs. 3D Install or repair emergency lighting and/or exit signs. NFPA tut 3E Secondary exit door has an improper lock. Oeadbolts shall not require the use of a key from the inside of the building. NFPA 101 3F Door is not functioning properly. NFPA 101 FIRE EXTINGUISHERS 4A Fire extinguisher(s) required. Provide . extinguisher(s) of a 2A10BC minimum rating or as specked here: NFPA 1 48 Mount fire extinguisher(s) where_ it is visible, readily accessible, near exit aggress, with the top no higher than 5 feet. NFPA 1. io 4C Provide service and inspection by a state licensed company for all fire extinguishers annually. NFPA 10 4D Fire extinquisher(s) Not Fully Charged. Physically .Damaged. Corroded.. Not Mounted Properly. Missing Service Tag. NFPA 10 Notes: GENERAL AND STORAGE 5A Compressed gas cylinders/tanks shall be secured to prevent from falling and identified with product name displayed. NFPA1 58 Remove all storage from HVAC air handling unit plenums. Notes: NFPA90A 5C Flammable/Combustible liquids shall be stored in accordance with NFPA 1. Approved Storage Cabinet Required. Fire Rated Area Required. NFPA 1 5D Trash Chute.(s): Not Functioning Property. Missing Spring. Missing Fusible Link. Fire Sprinklers Need Service. NFPA82 5E Fire Drill records are incomplete. Dells Required Annually or Drills are required as noted here: NFPA 101 Notes: Systems Present: Fire Alarm. Sprinkler System. Hood System. Standpipe. Fire Pump, Emergency Generator Special Systems Inspection Report Attached: Yes. No. Knox Box: Yes. No -'�� ) AI[411 SPECTION (is,) Inspector. ID# _ If not in compliance on 3rd inspection, fees will be applied to this building in compliance with Indian River County Code of Ordinances. ( COMPLIANCE DATE ; l � 3rd: / f inspector. 10# INSPECTOR: ID# 14th: ! ! Inspector: ID# - 34R- �8 NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby noted that an inspection of your premises has disclosed the following fire safety hazard and/or violation of the standards of the National Fire Prevention Association (NEPA) adopted by The 'Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A re -inspection to determine compliance will be conducted on or after the scheduled re -inspection date. Failure to comply with the foregoing order before the date of such re -inspection may render you liable to the penalties provided by law for such violation. VIOLATIONS CODE SECTIONS ADDRESS - 1A Each bay/unit shall be identified by 6 -inch numbers or letters, contrasting background, visible from roadway, at front and rear exits. NEPA 1 18 Knox entry system _Box _Switch required,'Emergency Services access is locked or secured. NEPA 1 1C Truss Signage required. R (Roof] F (Floor) RF (Roof and Floor) ELECTRICAL 2A Discontinue extension cords used in lieu of permanent wiring. Location(s): NFPA t 28 Circuits/Breakers in electrical panels are not legibly marked to indicate their ,purpose of area of service. NFPA 70 2C Above ground interior and exterior wiring shall be protected in approved conduit. NEPA TO 20 Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70 2E Remove all storage within 3 feet of the front of electrical panels. NFPA 70 2F Open wire Splices require a junction or receptacle box with a cover plate. NFPA 70 2G The use of iron -listed multi -plug adapters are not allowed. Only UL listed or equal type may be used in accordance with their listing. NFPA 1 2H Wiring is damaged, replace or repair and protect as required. NFPA t EXITS _ 3A Manic or fire exit hardware shall not have additional locks, latches or devices that inhibit its function or are not listed/approved. NEPA 101 38 No furnishings, decorations, or other objects shall obstruct exits, access thereto, egress there from, or visibility thereof. NEPA lot 3C Enclosed usable spaces within exit enclosures shall be prohibited. Open space within exit enclosures shall not be used for storage or any purpose that has NFPA 101 the potential to interfere with egress. No storage is allowed under or within 10 feet of exterior stairs. 31) Install or repair emergency lighting and/or exit signs. NEPA los 3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the, inside of the building. NEPA 101 3F Door is not functioning property. NFPA i0i FIRE EXTINGUISHERS 4A Fire extinguishers) required. Provide extinguisher(s) of a 2A10BC minimum rating or specified here: NEPA 1 48 Mount fire extinguisher(s) where it is visible, readily accessible, nearexit aggress, with the top no higher than 5 feet. NEPA 1,10 4C Provide service and inspection by a state licensed company for all fire extinguishers annually. NEPA 10 4D Fire extinquisher(s) Not Fully Charged. Physically Damaged. Corroded. Not Mounted Properly: Missing Service Tag. NFPA 10 Notes: GENERAL AND STORAGE 5A Compressed gas cylinders/tanks shall be secured to prevent from falling and identified with product name displayed. NEPA t 513 Remove all storage from HVAC air handling unit plenums. Notes: NFPA 90A 5C Flammable/Combustible liquids shall be stored in accordance with 'NFPA 1. Approved Storage Cabinet Required. Fire Rated Area Required. NEPA t 51) Trash Chute(s): Not Functioning Properly. Missing Spring. Missing Fusible Link. Fire Sprinklers Need Service. NFPA s2 5E Fire Drill records are incomplete. Drills Required Annually or Drills are required as noted here: NFPA 101 Notes: Systems Present: Fire Alarm. Sprinkler System. Hood System. ♦ Standpipe. Fire Pump. Emergency Generator Special Systems Inspection Report Attached: Yes. No. _ INITIAL INSPECTION nsli - Recipient:�ILt[�7%(� Inspector: ID# COMPLIANCE DATE INSPECTOR: ID# Knox Box; Yes. No RE -INSPECTIONS) If not in compliance on 3rd inspection, fees will be applied to this building in compliance with Indian River County Code of Ordinances. 3rd: I i Inspector: ID# 4th: 1 1 inspector: _ ID# Date'?, f'f 0 Address I f Owner/Manager Indian River County Fire Prevention Bureau 180027 1h Street Vero Beach, FL 32960-Q310 (772) 226-1880-- J q (j (772).978-1848 fax INSPECTION REPORT Type City V'eiY - Telephone Type of Inspecti Stories 1 NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. ADDRESS VIOLATIONS AND CODE SECTIONS _ 1A Each bay/unit shall be identified by 6 -inch numbers or letters, contrasting background, visible from roadway, at front & rear exits. NEPA 1, 10.13.1 _ 18 Knox entry system _Box _Switch required, Emergency Services access is locked or secured. NFPA 1, 16.3.7.3 Notes: ELECTRICAL _ 2A Discontinue extension cords used in lieu of permanent wiring. Location(s): _ _ NFPA 1, 11.1.5 _ 2B Circuits/Breakers in electrical panels are not legibly marked to indicate their purpose or area of service. NFPA 70, 110.22 2C Aboveground interior and exterior wiring shall be protected in approved conduit. NFPA 70, 300:37 Notes: _ 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70, 110.12(a) Notes: 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70, 110.26(a) Notes: __._ 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70, 300.15 and 314.25 Notes: _ 2G The"use of non -listed multi -plug adapters are not allowed. Only UL listed or equal type'may be used in accordance with their listing. NFPA 1, 11.1.5.1 _ 2H Wiring is damaged, replace or repair and protect as required. NFPA 1, 11.1.2 and .3 Notes: 21 No storage is allowed in dedicated electrical rooms.._ No storage or obstruction is allowed within the electrical breaker control panels/switch gear dedicated work or equipment room/space. NFPA 70, 110.26(8), (C), (F). The room/space must be separated by fire rating to allow storage. EXITS 3A Panic or fire exit hardware shall not have additional locks, latches or devices that inhibit its function or are not listed/approved. NFPA 101, 7.2.1.7.3 _3B No furnishings, decorations, or other objects shall obstruct exits, access thereto, egress there from, or visibility thereof. NFPA 101, 7.1 .10 _3C Enclosed usable spaces within exit enclosures shall be prohibited. Open space within exit enclosures shall not be used for storage or any purpose that has the potential to interfere with egress. No storage is allowed under or within 10 feet of, exterior stairs. NFPA 101, 7.2.2.5.3 _31) Install or repair emergency lighting and/or exit signs. NFPA 101, 4.5.7 Notes: _3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the inside of the building. NFPA 101 7:2.1.5.1 _3F Door is not functioning properly: NFPA 101, 7.2.1.5 Notes: FIRE EXTINGUISHERS 4A Fire extinguisher(s) required. Provide._ extiriguisher(s) of a 2A10BC minimum rating or as specified here:. NFPA 1, 13.6.1 4B Mount• ire extinguisher where it is visible, readily accessible, near exit egress, with the top no higher than 5 feet. NFPA 1, 13.6.3 and NFPA 10, 6.2 _4C' Provide service and inspection by,a state licensed company for all fire extinguishers annually. FFPC 69A-21.203 & .237 and 'NFPA 10, 6.3 ,41) Fire extinguisher(s): _Not fully charged ,_,_,Physically damaged _Corroded Not mounted properly _Service tag is missing. NFPA 10, 1-6.2 Notes: GENERAL AND STORAGE 5A Compressed gas cylinders/tanks shall be secured to prevent from falling and identified with product name displayed. NFPA 1, 63.3.1.3.4 & 63.3.1.2 58 Remove all storage from HVAC air handling unit plenums. NFPA 90A, 4.3.10.5.3 Notes: 5C Flammable/Combustible liquids shall be stored in accordance with NFPA 1,66.4:5—Approved storage cabinet required_Fire rated area required. SD Trash chute(s): Not functioning properly _Spring is missing _Fusible link is missing _Fire sprinklers need service. NFPA 82, 3-2 _5E Fire Drill records are incomplete, drills are required annually or as noted here: NFPA 101, 4.7 ,_5F Remove all storage from elevator equipment rooms. ANSI 17.101.2 Notes: Notes: Systems Present: _Fire Alarm _Sprin r System od Syste _Standpipe _Fire Pump _Emergency Generator Special Systems Inspection epgrt ached' s No Knox Box: Yes No initial Inspection: Recipient: k-/ ), /L -� Inspector: ID # Scheduled Initial Reinspection Date: ! / Initial Reinspection Completion Date: 3rd Inspection / / Circle corrected items, Charge fee Inspector: ID #. 4th Inspection / / Circle corrected items, Charge fee I pectoc ID # A fee for the 3rd inspection and subsequent inspections sh be appli ble t:7uildi ' in accordance with the provisions of Indian River County durance. Compliance Date:© /, Inspector: 10 # Date � / /I a Address I I' Owner/Manager Indian River County Fire Prevention Bureau 180027 th Street Vero Beach, FL 32960-0310 (772) 226-l-8`88 [fte 1 (772) 978-1848 fax INSPECTION REPORT Type Type of Inspectio T.. Zip Stories CityygV - Telephone NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. ADDRESS VIOLATIONS AND CODE SECTIONS _ 1A Each bay/unit shall be identified by 6 -inch numbers or letters, contrasting background, visible from roadway, at front & rear exits. NFPA 1, 10.13.1 _ 19 Knox entry system _Box _Switch required, Emergency Services access is locked or secured. NFPA 1, 16.3.7.3 Notes: ELECTRICAL _ 2A Discontinue extension cords used in lieu of permanent wiring. Location(s): NFPA 1, 11.1.5 _ 2B Circuits/Breakers in electrical panels are not legibly marked to indicate their purpose or area of service. NFPA 70, 110.22 _ 2C Aboveground interior and exterior wiring shall be protected in .approved conduit. NFPA 70, 300.37 Notes: _ 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70, 110.12(a) Notes: _ 2E Remove ali storage within 3 feet of the front of the electrical panels. NFPA 70, 110.26(a) Notes: _ 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70, 300.15 and 314.25 Notes: _ 2G The use of non -listed multi -plug adapters are not allowed. Only UL listed or equal type may be used in accordance with their listing. NFPA 1, 11.1.5.1 _ 2H Wiring is damaged, replace or repair and protect as required. NFPA 1, 11.1.2 and .3 Notes: 21 No storage is allowed in dedicated electrical rooms. _ No storage or obstruction is allowed within the electrical breaker control panels/switch gear dedicated.work or equipment room/space. NFPA 70, 110.26(B), (C), (F). The room/space must be separated by fire rating to allow storage. EXITS 3A Panic or fire exit hardware shall not have additional locks, latches or devices that inhibit its function or are not listed/approved. NFPA 101, 7.2.1.7.3 _3B No furnishings, decorations, or other objects shall obstruct exits, access thereto, egress there from, or visibility thereof. NFPA 101, 7.1. 10 _3C Enclosed usable spaces within exit enclosures shall be prohibited. Open space within exit enclosures shall not be used for storage or any purpose that has the potential to interfere with egress. No storage is allowed under or within 10 feet of exterior stairs. NFPA 101, 7.2.2.5.3 3D Install or repair emergency lighting and/or exit signs. NFPA 101, 4.5.7 Notes: 3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the inside of the building. NFPA 101, 7.2.1.5.1 _3F Door is not functioning properly. NFPA 101, 7.2.1.5 Notes: _ FIRE EXTINGUISHERS 4A Fire extinguisher(s) required. Provide_ extinguisher(s) of a 2A10BC minimum rating or as specified here: NFPA 1, 13.6.1 4B Mount fire extinguisher where it is visible, readily accessible, near exit egress, with the top no higher than 5 feet. NFPA 1, 13.6.3 and NFPA 10. 6.2 _4C Provide service and inspection by a state licensed company for all fire extinguishers annually. FFPC 69A-21.203 & .237 and NFPA 10, 6.3 _4D Fire extinguisher(s): _Not fully charged _Physically damaged _Corroded Not mounted properly Service tag is missing. NFPA 10, 1-6.2 Notes: GENERAL AND STORAGE 5A Compressed gas cylinders/tanks shall be secured to prevent from falling and identified with product name displayed. NFPA 1, 63.3.1.3.4 & 63.3.1.2 58 Remove all storage from HVAC air handling unit plenums. NFPA 90A, 4.3.10.5.3 Notes: —5C Flammable/Combustible liquids shall be stored in accordance with NFPA 1,66.4.5_Approved storage cabinet required—Fire rated area required. 5D Trash chute(s): Not functioning property _Spring is missing _Fusible link is missing _Fire sprinklers need service. NFPA 82, 3-2 _5E Fire Drill records are incomplete, drills are required annually or as noted here: NFPA 101, 4.7 _5F Remove all storage from elevator equipment rooms. ANSI 17.101.2 Notes: Notes Systems Present: _Fire Alarm Sprinkler System _Hood System _Standpipe Fire Pump _Emergency Generator Special Systems Inspection R4p6rt Attached: Yes No Knox Box: Yes No Initial Inspection: Recipient: r �� ��01r'M 1��� Inspector: ID # �-vV Scheduled Initial Reinspection Date: / / Initial Reinspection Completion Date: 3rd Inspection ! / Circle corrected items, Charge fee Inspector: ID # 4th Inspection / / Circle corrected items, Charge fee Inspector: ID # A fee for the 3rd inspection and subsequent inspections sh9y be applicable to i bui Ing in accordance with the provisions of Indian River County Ordinance. Compliance Date: ! ! Inspector. -""ID # 341 -jai NOTICE OF FIRE AND SAFETY HAZARDS: You are 'hereby notified that an inspection of your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to Correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. ADDRESS VIOLATIONS AND CODE SECTIONS 1A Each bay/unit shall be identified by 6 -inch numbers or letters, contrasting background, visible from roadway, at front & rear exits. NFPA 1, 10.13.1 _ 1B Knox entry system _Box,_Switch required, Emergency Services access is locked or secured. NFPA 1, 16.3.7.3 Notes: ELECTRICAL NFPA 1, 11.1 .5 _ 2A Discontinue extension cords used in lieu of permanent wiring. Location(s): _ 28 Circuits/Breakers in electrical panels are not legibly marked to indicate their purpose or area of service. NFPA 70, 110.22 _ 2C Aboveground interior and exterior wiring shall be protected in approved conduit. NFPA 70, 300.37 Notes: _ 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70, 110.12(a) Notes: _ 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70, 110.26(a) Notes: _ 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70, 300.15 and 314.25 Notes: _ 2G The use of non -listed multi -plug adapters are not allowed. Only UL listed or equal type may be used in accordance with their listing. NFPA 1,11.1.5.1 _ 2H Wiring is damaged, replace or repair and protect as required. NFPA 1, 11.1.2 and .3 Notes: _ 21 No storage is allowed in dedicated electrical rooms. _ No storage or obstruction is allowed within the electrical breaker control panels/switch gear dedicated work or equipment room/space. NFPA 70,110.26(8). (C), (F). The room/space must be separated by fire rating to allow storage. EXITS 3A Panic or fire exit hardware shall not have additional locks, latches or devices that inhibit its function or are not listediapproved. NFPA 101; 7.2.1.7.3 36 No furnishings, decorations, or other objects shall obstruct exits, access thereto, egress there from, or visibility thereof. NFPA 101, 7.1.10 +3C Enclosed usable spaces within exit enclosures shall be prohibited. Open space within exit enclosures shall not be used for storage or any purpose that has the potential to interfere with egress. No storage is allowed under or within 10 feet of exterior stairs. NFPA 101, 7.2.2.5.3 3D Install or repair emergency lighting and/or exit signs. NFPA 101, 4.5.7 Notes: 3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the inside of the building. NFPA 101, 7.2.1.5.1 _3F Door is not functioning properly. NFPA 101, 7.2.1.5 Notes: FIRE EXTINGUISHERS _4A Fire extinguisher(s) required. Provide ­extinguisher(s) of a 2A10BC minimum rating or as specified here: NFPA 1, 13.6.1 46 Mount fire extinguisher where it is visible, readily accessible, near exit egress, with the top no higher than 5 feet. NFPA 1, 13.6.3 and NFPA 10, 6.2 4C Provide service and Inspection by a state licensed company for all fire extinguishers annually. FFPC 69A-21.203 & .237 and NFPA 10, 6.3 _4D Fire extinguisher(s): _Not fully charged _Physically damaged _Corroded Not mounted properly _Service tag is missing. NFPA 10, 1-6.2 Notes: GENERAL AND STORAGE _5A Compressed gas cylinders/tanks shall be secured to prevent from falling and identified with product name displayed. NFPA 1, 63.3.1.3.4 & 63.3.1.2 _5B Remove all storage from HVAC air handling unit plenums. NFPA 90A, 4.3.10.5.3 Notes: 5C Flammable/Combustible liquids shall be stored in accordance with NFPA 1,66.4.5_Approved storage cabinet req n ed_Fire rated area required. 5D Trash chute(s): Not functioning property _Spring is missing _Fusible link is missing _Fire sprinklers need service. NFPA 82, 0 5E Fire Drill records are incomplete, drills are required annually or as noted here: NFPA 1 101, 4.7 —5F Remove all storage from elevator equipment rooms. ANSI 17.101.2 Notes: Notes: Systems Present: _Fire Alarm _Sprin ' r Syste _Hoo System _Standpipe _Fire Pump _Emergency Generator Special Systems Inspection e rt a he Y s No Knox Box: Yes No Initial Inspection: Recipient: Inspector: ID # Scheduled Initial Reinspection Date: / / Initial 'Reinspection Completion Date: 1 3rd Inspection f i Circle corrected items, Charge fee Inspector: to # 4th Inspection / / Circle corrected items, .Charge fee gspector: ID # A fee for the 3rd inspection and subsequent inspections s a i be app i able to h's 'building in accordance with the provisions of Indian River C Pty Ord' once. Compliance Date: / / Inspector: ID # 7:7?_ U 39R'21oZI NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection of your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions are contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducted on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the penalties provided by law for such violation. ADDRESS VIOLATIONS AND CODE SECTIONS _ 1A Each bay/unit shall be identified by 6 -inch numbers or letters, contrasting background, visible from roadway, at front & rear exits. NFPA 1, 10.13.1 _ 1 B Knox entry system _Box _Switch required, Emergency Services access is locked or secured. NFPA 1, 16.3.7.3 Notes: ELECTRICAL _ 2A Discontinue extension cords used in lieu of permanent wiring. Location(s): NFPA 1, 11.1.5 _ 2B Circuits/8reakers in electrical panels are not legibly marked to indicate their purpose or area of service. NFPA 70, 110.22 _ 2C Aboveground Interior and exterior wiring shall be protected in approved conduit. NFPA 70, 300.37 Notes: _ 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacers. NFPA 70, 110.12(a) Notes: 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70, 110.26(a) Notes: — 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70, 300.15 and 314.25 Notes: _ 2G The use of non -listed multi -plug adapters are not allowed. Only UL listed or equal type may be used in accordance with their Ilsting, NFPA 1, 11.1.5.1 _ 2H wring is damaged, replace or repair and protect as required. NFPA 1, 11.1.2 and .3 Notes: 21 No storage is allowed in dedicated electrical rooms. _ No storage or obstruction is allowed within the electrical breaker control panels/switch gear dedicated work or equipment room/space. NFPA 70, 110.26(B), (C), (F). The room/space must be separated by fire rating to allow storage. EXITS 3A Panic or fire exit hardware shall not have additional locks, latches or devices that inhibit its function or are not listedlapproved. NFPA 101, 7.2.1.7.3 _3B No furnishings, decorations, or other objects shall obstruct exits, access thereto, egress there from, or visibility thereof. NFPA 101, 7.1.10 ,3C Enclosed usable spaces within exit enclosures shall be prohibited. Open space within exit enclosures shall not be used for storage or any purpose that has the potential to interfere with egress. No storage is allowed under or within 10 feet of exterior stairs. NFPA 101, 7.2.2.5.3 3D Install or repair emergency lighting and/or exit signs. NFPA 101, 4.5.7 Notes: —3E Secondary exit door has an improper lock. Deadbolts shall not require the use of a key from the inside of the building. NFPA 101, 7.2.1.5.1 —3F Door is not functioning properly. NFPA 101, 7.2.1.5 Notes: FIRE EXTINGUISHERS 4A Fire extinguisher(s) required. Provide _extinguisher(s) of a 2A10BC minimum rating or as specified here: NFPA 1, 13.6.1 4B Mount fire extinguisher where it is visible, readily accessible, near exit egress, with the top no higher than 5 feet. NFPA 1, 13.6.3 and NFPA 10. 6.2 _4C Provide service and inspection by a state licensed company for all fire extinguishers annually. FFPC 69A-21203 &.237 and NFPA 10, 6.3 _413 Fire extinguisher(s): lNot fully charged _Physically damaged _Corroded Not mounted properly _Service tag is missing. NFPA 10, 1-6.2 Notes: GENERAL AND STORAGE 5A Compressed gas cylinders/tanks shall be secured to prevent from falling and identified with product name displayed. NFPA 1, 63.3.1.3.4 & 63.3.1.2 —5B Remove all storage from HVAC air handling unit plenums. NFPA 90A, 4.3.10.5.3 Notes: 5C Flammable/Combustible liquids shall be stored in accordance with NFPA 1,66.4.5_Approved storage cabinet required_Fire rated area required. 5D Trash chute(s): Not functioning properly _Spring is missing Fusible link is missing _Fire sprinklers need service. NFPA 82, 3-2 --5E Fire Drill records are incomplete, drills are required annually or as noted here: NFPA 101, 4.7 _5F Remove all storage from elevator equipment rooms. ANSI 17.101.2 Notes: Notes: Systems Present: _Fire Alarm _Spri Special Systems Inspection Report A Initial Inspection: Recipient: System _Hood System _Standpipe _Fire Pump _Emergency Generator ped: res No Knox Box: Yes No Scheduled Initial Reinspection Date: 1 I 3rd Inspection 1 ! Circle corrected items. Charge fee Inspector: ID # Initial Reinspection Completion Date: 1 I Inspector: ID # 4th Inspection / I Circle corrected items, Charge fee Inspector: ID # A fee for the 3rd inspection and subsequent Inspections s al beap icable MIsilding in accordance with the provisions of Indian River County Ordinance. Compliance Date: `f I Inspector: i' ID # � O � Date Address Owner/Manager Indian River County Fire Prevention 180027 th Street Vero Beach, FL 32960-Q310 (772) 226-U1,88— 'C1 t p (772) 978-1848 Fax INSPECTION REPORT Type &L,—Type of Inspection Qwu Type �Telephon yZip Stories NOTICE OF FIRE AND SAFETY HAZARDS: You are hereby notified that an inspection f your premises has disclosed the following fire safety hazard and/or violation of the provisions of The Florida Fire Prevention Code. As such conditions ar contrary to law, you are hereby required to correct said conditions upon receipt of this notice. A reinspection to determine compliance will be conducte on or after the scheduled reinspection date. Failure to comply with the foregoing order before the date of such reinspection may render you liable to the pe atties provided by law for such violation. ADDRESS VIOLA 1 A Each bay/unit shall be identified by 6 -inch numbers or letters, contrasting background, visibl, __._ 1 B Knox entry system Box • _Switch required, Emergency Services access is locked or se ELECTRICAL _ 2A Discontinue extension cords used in lieu of permanent wiring. Location(s): 2B Circuits/Breakers in electrical panels are not legibly marked to indicate their purpose or area 2C Aboveground interior and exterior wiring shall be protected in approved conduit. NFPA 70, : 2D Replace cover and/or voids in the electrical panel, voids shall be filled with approved spacer 2E Remove all storage within 3 feet of the front of the electrical panels. NFPA 70, 110.26(a) No' 2F Open wire splices require a junction or receptacle box with a cover plate. NFPA 70, 300.15 s 2G The use of non -listed multi -plug adapters are not allowed. Only UL listed or equal type may b 2H Wiring is damaged, replace or repair and protect as required. NFPA 1, 11.1.2 and .3 Notes: 21 No storage Is allowed in dedicated electrical rooms. _ No storage or obstruction Js allowet gear dedicated work or equipment room/space. NFPA 70, 110.26(B),.(C), (F). The room/spa EXITS 3A Panic or fire exit hardware shall not have additional locks, latches or devices that inhibit its fu X36 No furnishings, decorations, or other objects shall obstruct exits, access thereto, egress then _3C Enclosed' usable spaces within exit enclosures shall be prohibited. Open space within exit en that has the potential to interfere with egress. No storage Is allowed under or within 10 feet of 3D Install or repair emergency lighting and/or exit signs., NFPA 101, 4.5.7 Notes: 3E Secondary exit door has an Improper lock. Deadbolts shall not require the use of a key from —3F Door is not functioning property. NFPA 101, 7.2.1.5 Notes: FIRE EXTINGUISHERS _4A Fire exU.nguisher(s) required. Provide extinguisher(s) of a 2A10BC minimum rating or as 48 Mount fire extinguisher where it is visible, readily accessible, near exit egress, with the top nc _4C Provide service and inspection by a state licensed company for all fire extinguishers annually _4D Fire extinguisher(s): _Not fully charged _Physically damaged _Corroded `Not NFPA 10, 1-6.2 Notes: GENERAL AND STORAGE 5A Compressed gas cylinders/tanks shall be secured to prevent from falling and identified with p �58 Remove all storage from HVAC air handling unit plenums. NFPA 90A, 4.3.10.5.3 Notes: _ T5C Flammable/Combustible liquids shall be stored in accordance with NFPA 1,66.4.5_Approv SD Trash chute(s): _Not functioning properly _Spring is missing _Fusible link is missi —SE Fire Drill records are incomplete, drills are required annually or as noted here: _5F Remove all ¢torage from elevator egpipment rooms. AW 17,101,2 Notes: Notes: — Systems Present: --Fire Alarm _ p nkler System _Hood System _Standpipe Special Systems Inspectiop Report, Atta d: Yes No Kr Initial inspection: Recipient: V J V Inspector Scheduled Initial Reinspection ate: 1 I Initial Reinspt 3rd Inspection / / Circle corrected items, Charge fee Inspector: 4th Inspection 1 I Circle corrected items. Charge fee Inspector: A fee for the 3rd inspection and subsequent inspections. s be ap provisions of Indian River County Ordinance. Compliance Date: / /�1� Inspector: . ._ wlx� IS AND CODE SECTIONS roadway, at front .& rear exits. NFPA 1, 10.13.1 NFPA 1, 16.3.7.3 Notes: NFPA 1, 11. 1.5 if service. NFPA 70, 110.22 10.37 Notes: 'NFPA 70, 110.12(a) Notes: s: d 314.25 Notes: used in accordance with their listing. NFPA 1, 11.1.5.1 Min the electrical breaker control panels/switch must be separated by fire rating to allow storage. ction or are not listed/approved. NFPA 101, 7.2.1.7.3 from, or visibility thereof. NFPA 101, 7.1.10 losures shall not be used for storage or any purpose :xterior stairs. NFPA 101, 7.2.2.5.3 101, 7.2.1.5.1 ?d here: NFPA 1. 13.6.1 than 5 feet. NFPA 1, 13.6.3 and NFPA 10. 6,2 69A-21,203 & .237 and NFPA 10, 6.3 :d properly _Service tag is missing. name displayed. NFPA 1, 63.3.1.3.4 & 63.3.1.2 storage cabinet required—Fire rated area required. _Fire sprinklers need service. NFPA 82, 3-2 .NFPA 101,4.7 Pumpmerge c GeAerator Y ID # Completion Date: 1 I to this ID # ID # accordance with the ,�q'2df DATE ACTION TAKEN PERSON CONTACTED INSPE 6D REMARKS ,( AYA) /✓CC 1 N cit I ,3/C o IJ (moo /ti.v�£ O Y `o (cr , m. I-.g -?q (l p z o nn �• DV /11 � � r ' ` J_po ' %.3D•-oma � SC1 �.,� � l " � ' WO AA A 11 2o-o3 44 F-C 54 Fe'7- 61;,a OLAT76nS Afrf)�> ✓LlaiE7-1,L1E WN-77,70 on �PIAV S -<blkq iir-5-,5,9L6:j7 IVO14 - 601N&pfee -� ac// 10 77- VICe Opm once- 10., B r rr �3 I Consulting ='Tim Zorc Page 1 of 7 TIM ZOR Tim Zorc - Realtor, Consultant, Builder/Developer, Orphan Advocate8., Elected Official SIS U C in Consultant with Terra Southern,, LLQ 65 Tim Zorc is the owner and Senior Advisor of Terra So -LLC _- group sPecializing in entitlement consulting to REITs, leaders, http://timzorc,.com/consultant-terra-southern-llc-market-equity-partners-vero-beach-fl/ 11/8/2018 Consulting — Tim Zorc private investment groups and home builders and developers. iThe consulti-ng firm specializes in determining pathways -to secure- rland -entitlement s: -Simply put, land entitlements are a legal agreement between an individual or company and the governing municipality to allow the development to move forward with certain building requirements r -Entitlements detail the-fuacton; density and -setback requirements -for -la -property., Terra or aprop-erty.- Terra -Southern; LLC also- conducts f.-_etailed reviews ofimpact fees, a-: fee that is imposed by a local government on a new or proposed development to pay for a portion or all of the costs associated with providing public services to the new development, and growth management concurrency certificates.(The overall goal of the reviews --is to -help establish- credits Page 2 of 7 http://timzorc.com/consultant-terra-southern-llc-market-equity-partners-vero-beach-fl/ 11/8/2018 Consulting — Tim Zorc Land/or-'recover_y_of'iiiitact-fees:on - "ew-development-projects: iI Consultant with Market Equity Partners As a new venture in 2017, Tim Zorc assembled a team and began t a new consulting firm known as 'Market Equity Partners. The team of industry experts and consultants work with lenders, REITs and individual property owners to help increase their real estate equity value. Market Equity Partners works with each Page 3 of 7 http://timzore.comlconsultant-terra-southern-llc-market-equity-partners-vero-beach-fl/ 11/8/2018 Consulting — Tim Zorc H1rc Tim Zorc as a Consultant = Schedule an-appointmen- t with - Tim Zorc and one o -fi s_consu%finq - -- firms to to discussy- - - - -Y - - ncrease_real estate equity secure land entitlements and reco ver - - t, " impact fees. Schedule an appointment here. FOLLOW US CONTACT US Email timzorc@aol.com Phone 772.633.2004 Address PO Box 7111 Vero Beach, Florida 32961-7111 JOIN OUR NEWSLETTER Page 6 of 7 http://timzorc. com/consultant-terra-southern-llc-market-equity-partners-vero-beach-fl/ 11/8/2018 Previous Uses and Actions at 1728 and 1730 24th Street City of Vero Beach 1. Prior to 1995: four homes total existed on both adjacent parcels. Per old survey of the property; 3 single family homes of less than 1500 s.f. each and one single family home of more than 2500 s.f. were located on these 2 parcels. 2. 1995: change of use to 19 bed ALF (Minor Change Application #95 -MC -161 approved by the City). 2 single family homes remained on the site. In 1995, the property was purchased by Elderly Loving Care, Inc.). For that change of use no concurrency review was required since change of use reduced the intensity. 3. 2002: Building on the west side of the site was changed from ALF to day care (site plan #02 -SP -1064C approved by the City). City did not require concurrency for or Impact fee review regarding change of use, although the change did increase development intensity. 4. 2004: Change of use approved by City for building on east side of the site to change to day care (Minor Change Application #04 -MC -037 approved by the City, total daycare buildings 6,461 s.f.). City did not require concurrency for or impact fee review regarding change of use, although the change did increase development intensity. 5. 2008: Change of Ownership. Daycare purchased by Lisden Enterprises, Inc. (Oxford Academy) to continue to operate daycare. ,j 6. 2018: Owner (Lisden Enterprises) applied for a building permit for a deck for daycare at 1728 20h Street. County staff noticed that for previous change of use from single family homes and ALF to Daycare no impact fees were paid. Staff requested and the current owner applied for a City of Vero Beach Concurrency Determination Application (project. #95120077). 7. 2018: County staff coordinated with owner and city staff several times, determined "best case" impact fee credit (4 single family homes), and determined impact fees were reduced but still owed for child care change of use (fee calculation breakdown attached). Attachment: 1. Application Request Payment Slip �� ' '�' `'PT cszury v F:\Community Development\Users\VICKIE\SASAN\Oxford Academy Previous Use Memo.docx Application Request Payment Slip CDPR5020 - Application Request Payment Slip PAYMENT SLIP NBR: AR -81861 REQUEST # APP. REQUEST TYPE REQUEST STATUS 81861 VBIF - CONCURRENCY, VERO BEACH INITIAL/FINAL COMBO PENDING PROJECT # PROJCT NAME PROJECT STATUS 95120077 OXFORD ACADEMY PRESCHOOL FKA HELPING ANGELS ACTIVE APPLICANT OWNER KIM GILBERT KIDUCATION INC 1730 24TH ST 1730 24TH ST VERO BEACH, FL 32960 VERO BEACH, FL 32960 FEE CODE DESCRIPTION GLACCOUNT USER WAIVED AMOUNT DUE PBIFvB-C PUBLIC BLDG IF VB - COM 103032-324721-71052 PL401 N $717.17 ADIFvB-C ADM IF VB - COMMERCIAL 103032-324722-71052 PL401 N $749.48 FEIFVB-c FIRE/EMS IF VB - COMMERCIAL 103032-324123-71052 PL401 N $1,156.52 TF106-C TIF DISTRICT 2 VB - COMMERCIAL 102032-324320-65222 PL401 N $23,143.30 TF106-R TIF DISTRICT 2 VB -RESIDENTIAL 102032-324310-65222 PL401 N $-15,222.00 SIFVB-R SCHOOL IF VB - RESIDENTAIL 103-202103.52 PL401 N $0.00 PBIFVB-R PUBLIC BLDG IF VB - RES 103032-324711-71052 PL401 N $-717.17 FEIFVB-R FIRE/EMS IF VB - RESIDENTIAL 103032-324113-71052 PL401 N $-1,156.52 ADIFVB-R ADM IF VB - RESIDENTIAL 103032-324712-71052 PL401 N $-740.00 TOTAL DUE: $7,930.78 Utility capacity charges are NOT included in the total due. Please contact the Utility Department for Utility Fees. Indian River County Printed on: 9/21/2018 10:35:03A -M CD -Plus for Windows 2000/XPNIsta Page 1 0' 1 CD -Plus Report. Land Use on Project:95120077 Land Qae Description 920 DAY CARE CENTER 110 C SF LARGER THAN 2500 SF 110 A SF LESS THAN 1500 SF Sndian River County CD -Plus for Windows 2000/XP/VISTA. Printed on : 10:41:18 AN Page : 1 Status Total Credit Assigned Assigned units APD Req # PENDING 6461 N 0 0 GSF PENDING 1 Y 0 0 DU PENDING 3 Y 0 0 Du Printed on : 10:41:18 AN Page : 1 4 Sasan Rohani To: Tim Zorc Cc: Stan Boling; Jason Brown; Lisa Hill; kgilbertschool@aol.com; Bill Schutt; Vickie Johnston; Nancy Wood; 'TMcGarry@covb.org' <TMcGarry@covb.org>; TFersch@covb.org' <TFersch@covb.org>; Scott McAdam; Jose Guanch Subject: FW: Kim Gilbert Attachments: SKMBT_55218091907250.pdf Hi Tim As you can see on the third page of the attachment (Application Request Payment Slip) impact fee credits are given for all applicable impact fee categories. Each impact fee category has its own trust fund and you cannot pay one impact fee category from another impact fee trust fund. Therefore, no impact fee credit is given for single family school impact fees since day care centers are not assessed for school impact fees. Thanks Sasan Sasan Rohani, AICP Chief, Long -Range Planning Section Community Development Department Indian River County 180127th Street Vero Beach, Fl. 32960 Phone: (772) 226-1250 Fax: (772) 226-1922 IRC Web Site: http://www.ircgov.com From: Sasan Rohani Sent: Wednesday, September 19, 2018 8:35 AM To: Tim Zorc <tzorc@ircgov.com> Cc: Stan Boling <sboling@ircgov.com>; Jason Brown <jbrown@ircgov.com>; Lisa Hill <Ihill@ircgov.com>; kgilbertschool@aol.com; Bill Schutt <bschutt@ircgov.com>; Vickie Johnston <vjohnston@ircgov.com>; Nancy Wood <nwood@ircgov.com>;'TMcGarry@covb.org' <TMcGarry@covb.org>;'TFersch@covb.org' <TFersch@covb.org>; Scott McAdam <smcadam@ircgov.com>; Jose Guanch <jguanch@ircgov.com> Subject: RE: Kim Gilbert Hi Tim Please note the last e-mail that was sent to the applicant (copy attached) on August 16, 2018. Thanks Sasan Sasan Rohani, AICD Chief, Long -Range Planning Section Community Development Department Indian River County 180127th Street Vero Beach, Fl. 32960 Phone: (772) 226-1250 Fax: (772) 226-1922 X41 -u3 E-mail: IRC Web Site: From, Tim Zorc Sent: Tuesday, September 18, 2018 7:24 PM To: Stan Boling <ILti- rot, Sasan Rohani <gt rwI i >; Jason Brown <brf i>; Lisa Hill <!, n4101-2 1161.11 Subject: Fwd: Kim Gilbert Stan: I thought with the city re Issuing their letter that zeroed our the impact fees. Please give me an update tomorrow. Thanks Sincerely Tim Zorc Indian River County ' Commissioner District 3 180127th Street - Building A Vero Beach, Florida 32960-3365 772-226-1492 -Office 772-770-5334 - Fax Please excuse any typos or errors, sent from iPhone. Begin forwarded message: From: <N... Date: September 18, 2018 at 3:02:33 PM EDT To: -rim Zorc <VOM"�:Iltjyi Subject: Fwd: Hi Tim, Any progress? I'm still receiving letters. Best regards, Kim Gilbert 772-485-3725 Begin forwarded message: From: Vickie Johnston > Date: September 18, 2018 at 2:25:45 PM EDT To: 'lis.. i, fi,02;AW., 01OV, Please pay traffic impact fees for this project. once the fees are paid I will be able to issue a concurrency certificate for this project. " :Pbyment :Slip,. CDPR5020 - Application Request Payment Slip PAYMENT SLIP NBR: AR -81861 RFQUES #: APP.RFClSYTYPI=, REqUF,sTAT�J� 81861 VBIF = CONCURRENCY, V[RO BEACH INITIAL/FINAL COMBO PENDING P�ROJEC'C # PROJCT NAME PROJEQT STATU, 95120077 OXFORD ACADEMY PRESCHOOL FKA HELPING ANGELS ACTIVE APPLICANT QV1(B KINI'GfLBERT KI1DUCATION INC 1730 24TH ST 1730 24TH ST VERO BEACH, FL 32960 VERO BEACH, FL 32960 'FEE CODE DESCRIPTION CLACCOUNT USER WAIVED AMOUNT:,t71 E DAPP DEVELOPMENT APPLICATION 2-004032-32.:2010 PL401 N $120.00 P;31FVB-C PUBLIC BLDG IF VB - COM 103032-324721-71052 PL401 N $717.17 ADIFvB-c ADM IF VB - COMMERCIAL 103032-324722-71052 PL401 N $739.48 Pg7r.vB-C FIRE/EMS IF VB - COMMERCIAL 103032-224123-71052 PL401 N $1,156.52 TF106-C TIF DISTRICT 2 VB - COMMERCIAL 102032-324320-65222 PL401 N $23,143.30 TF106-R TIF DISTRICT 2.V13 -RESIDENTIAL 102032-324310-65222 PL401 N $-15,222.00 sIFVB-R SCHOOL IF VB - RESIDENTAIL 103-202103.52 PL401 N $0.00 PFiIFVB-R PUBLIC BLDG IF VB - RES 103032-324711-71052 PL401 N $-717.17 Fs"IFVB-R FIRE/EMS IF VB - RESIDENTIAL 103032-324113-71052 PL401 N $-1,156.52 ADIFVB-R ADM IF VB - RESIDENTIAL 103032-324712-71052 PL401 N $-740.00 TOTAL DUE: $8,050.78 Wl WA ll y ya�u c� y-bar.�es are N i i nclu��c9 ,ars tt�e rib c I de I_�' eaee contact z�y ep4aftanorliffor tail} , Feies Indian River County Printed on: 8x16/2018 2:13:57RM CU -Plus for Windows 2000/XPNlste Page 1 el 3`� -2i5 (�r� qui s1z1)<„ Sasan Rohani To; kgilbertschool@aol.com cc: Stan Boling; Bill Schutt; Tim Zorr, Nancy. Wood; Vickie Johnston; TFersch@covb.org; TMcGarry@covb.org; Scott McAdam; Jose Guanch Subject: RE: 1995 Survey for 1730 and 1728 24th Street (Project # 95120077- 81861) Attachments: SKMBT_55218081613180.pdf, sca'n0051.pdf Good Afternoon Please be advised that Mr. Stan Boling, Community Development Director, personally went to the City Vero Beach Planning Department and coordinated with city staff to ensure that maximum impact fee credit is given to this project. Mr. Boling and city staff based on an old survey determined that at one point in the past there were 4 single family home at this site: That 4 single family home provideWhat-maximum impact fee credit. Please see attached revised payment slip after applying impact fee creditlor 4 single family homes. NN Sasan Sasan Rohani, AICP Chief, Long -Range Planning Section Community Development Department Indian River County 180127"' Street Vero Beach, FI. 32960 Phone: (772) 226-1.250 Fax: (772) 226-1922 E-mail: IRC:Web Site: http://www.ircgov.com From: Sasan Rohani Sent: Thursday, August 09, 2018 1:42 PM T& kgilbertschool@aol.com Cc: Stan Boling <sboling@ircgov.com>; Bill Schutt <bschutt@ircgov.com>; Tim Zorc <tzorc@ircgov.com>, Nancy Wood <nwood@ircgov.com>; Vickie Johnston <vjohnston@ircgov.com>; TFersch@covb.org; TMcGarry@covb.org; Scott McAdam <smcadam@ircgov.com>; Jose Guanch <jguanch@ircgov.com> Subject: FW: 1995 Survey for 1730 and 1728 24th Street (Project # 95120077- 81861) Please be advised that the county planning staff coordinated with the city. planning staff to get the verification of previous uses and quantities for impact fee credit purpose. As you can see the city staff verified previous uses and quantities as 2 single family homes larger than 2500 sf and 19 ALF beds. Based on the impact fee credits given for those uses and quantities the total impact fee due for change of use to 6461 sf of preschool/day care use is $8,833.30. Thanks Sasan From: Fersch, Tracy Sent: Thursday, August 09, 2018 9:59 AM To: Stan Boling Subject: RE: 1995 Survey for 1730 and 1728 24th Street { c-1^ltldled pp ge 3 is ;atach(-;#. Trac; From: Fersc h, Tracy Sent: Wednesday, August 08, 2018 3:31 PM To: Stan Boling Subject: Survey Hi Stan, Attached. is the survey for 1728-30 20 Street before it was changed to the Assisted living facility. Thank you, Tracy f-17UP fOrdt 10�x JO' Ulcera . .. - .. 4F, Vi .fait" - V> #cy,TF1 811 r �'+ a 1 at 1:a-. v iX t4�,5�p L'� frif ,�L#a t G. � t t'.� �N �Si�` i ,r � 1'7�-it. r�[ 't... t .rwl F . - M..E, ' +; .............. 4or--e{,gyp#'_ .. . .a�riyi1�14'��,.�./�,��€Ei'a� fq.�.�1�i.1��ef��V��DIEu'�.'��'.$�';��Iri_P�{3-=f���"tJ.��i x�►�Y�if1.�[r r��]fr f ➢i.a�s: ��'.;#d,f .r..Y�. .,�. lrt}�ir M`rv°x 7�'�rd fry � r ii?�.R ?f. ct�: t�sd��ilfx, {iJJiiytti r _ - Application Request Payment Slip CDPR5020 - Application Request Payment Slip PAYMENT SLIP NBR: AR -81861 REQUEST # APP. REQUESTTYPE REQUEST STATUS 81861 VBIF - CONCURRENCY, VERO BEACH INITIALIFINAL COMBO PENDING PROJECT # PROJCT NAME PROJECT STATUS 95120077 OXFORD ACADEMY PRESCHOOL FKA HELPING ANGELS ACTIVE APPLICANT OWNER KIM GILBERT KIDUCATION INC 1730 24TH ST 1730 24TH ST VERO BEACH, FL 32960 VERO BEACH, FL 32960 FEE CODE DESCRIPTION GLACCOUNT USER WAIVED AMOUNT DUE DAPP DEVELOPMENT APPLICATION 2-004032-322010 PL401 N $120.00 PBIFVB-C PUBLIC BLDG IF VB - COM 103032-324721-71052 PL401 N $717:17 ✓ ADIFvB-c ADM IF VB - COMMERCIAL 103032-324722-71052 PL401 N $749.48 FEiFvB-c FIRE/EMS IF VB - COMMERCIAL 103032-324123-71052 PL401 N $1,156.52 TFI06-C TIF DISTRICT 2 VB - COMMERCIAL 102032-324320-05222 PL401 N a_ $23,143.30 TF106-R TIF DISTRICT 2 VB -RESIDENTIAL 102032-324310-05222 PL401 N �$-15,222.00 sIFVB-R SCHOOL IF VB - RESIDENTAIL 103-202103.52 PL401 N $.0.00 PBIF vB-R PUBLIC BLDG IF VB - RES 103032-324711-71052 PL401 N $-717.17 ✓ . FSIFVB-R FIRE/EMS IF VB - RESIDENTIAL 103032-324113-71052 PL401 N $-1,156.52✓ ADIFVB-R ADM IF VB - RESIDENTIAL 103032-324712-71052 PL401 N $-740.00 '*t TOTAL DUE: $8,050.78 Utility capacity charges are NOT included in the total due. Please contact the Utility Department for Utility Fees. t 4 F 1.) `,-cr-2 s A 9 3 s I% ass �'► t S n X 3sg�, 23, 13.30 l� t71 921.30 —T� =-7-93 0 Indian River County Printed on: 8/16/2018 2:13:57PM CD -Plus for Windows 2000/XP/Vlsta Page 1 of 1 3fl -u� CD -Plus Report Land Use on Project:95120077 Land Use Description 920 DAY CARE CENTER 13,0 C SF LARGER THAN 2500 SF 110 A SF LESS THAN 1500 SF - TrAfan Rtvnr. Cn::nty CD -Plus Zr W111doxs 2000/XP/VISTA Statue Total Credit Assigned Assigned Units PENDING 6461 N 0 0 GSF PENDING 3 Y 0 0 DU PENDING 3 Y_ 0 0 DU App Req # Printed on :8 2:14:17 PM Page : 1 In addition to the above table, please provide an accurate brief description of the proposed project: `Note: For uses measured in square feet, the number of square feet shall be based upon gross floor area (gsf), not leasable floor area. GSF refers to the total area of all floors of a building as measured to the outside surfaces of exterior walls, including halls, stairways, elevator shafts, attached garages, porches and balconies which may be closed -off or separated from the external building environment. OSF also includes outside sitting area for restaurant or outside display area for retail if any. Page 3 of 10 014 V14114 Use(s) per following concurrency use table Please enter the guaglity of eadn use per following concurrency use table in the appropriate cohumn. Existing use to be coatinued Existing use to be discontinued New Use (new building) City Staff Initial maple Retail (under 10,000 gao 5,000 gsf 3,000 gsf NC X -1 -CS Vivo O"V. fw 2. 3. 1 C p r.� trai h3 4. 5. 6. 7. 8. 9. 10. 11. 12. In addition to the above table, please provide an accurate brief description of the proposed project: `Note: For uses measured in square feet, the number of square feet shall be based upon gross floor area (gsf), not leasable floor area. GSF refers to the total area of all floors of a building as measured to the outside surfaces of exterior walls, including halls, stairways, elevator shafts, attached garages, porches and balconies which may be closed -off or separated from the external building environment. OSF also includes outside sitting area for restaurant or outside display area for retail if any. Page 3 of 10 014 V14114 Sasan Rohani From: Stan Boling Sent: Thursday, August 16, 2018 10:54 AM To: Sasan Rohani Subject: FW: Previous Uses of 1730 and 1728 24th Street Attachments: doc06776820180816102934.pdf i n=�iff front this morning'as ven :4-.'-S:F:—u9its-.)1ist spoke Wi'iIl him to confirm that. Please shovi me c�lcuht.ion.-Thanks.............. Stan - From: Fersch, Tracy [mailto:TFersch@covb.org] Sent: Thursday, August 16, 2018 10:52 AM To: Stan Boling Subject: RE: Previous Uses of 1730 and 1728 24th Street ! n– Pa ;e s signed initialed by Tim is attached. Tracy From: Stan Boling <sboling@ircgov.com> Sent: Wednesday, August 15, 2018 1:30 PM To: Fersch, Tracy <TFersch@covb.org> Cc: McGarry, Tim <TMcGarry@covb.org> Subject: FW: Previous Uses of 1730 and 1728 24th Street Tri cy: i revi-ev-:!ed a copy of the 1995 survey with Tim this .-corning and left it with him: We agreed that it shows 4 separate SF °�;S dences. Can you check with Tim reflect that on a signed -off form (see attached). Thanksl............ Stan From•. Sasan Rohani Sent:Wednesday, August 15, 2018 11:57 AM To: Stan Boling Cc: Bill Schutt; Nancy Wood; Vickie Johnston Subject: FW: Previous Uses of 1730 and 1728 24th Street Sasan Rohani, AICP Chief, Long -Range Planning Section Community Development Department Indian River County 1801271' Street Vero Beach, Fl. 32960 Phone: (772) 226-1250 _31q"2�&� Fax:{772)226-1922 E-mail: S::tii'is;tov.r'F.m IRC Web Site., httal/www.irceov.com From: Sasan Rohani Sent: Tuesday, August 07, 2018 4:37 PM To: TMcGarry@covb.ore Cc: Bill Schutt <bschutt@irceov.com>; Stan Boling <sboline@irceov.com>; Nancy Wood <nwood@irceov.com>; Vickie Johnston <vjohnston@ircRov.com>; Tim Zorc <tzorc@irceov,com> Subject: RE: Previous Uses of 1730 and 1728 24th Street Hi Tim Attached please find first 3 pages of the concurrency application for this project. As you can see on page 3 is where the city staff verify the previous and current uses on the site. We can give them impact fee credit for the highest uses existed on the site since 1986. Please reverify the previous uses on page 3 and return that page to me. However, be advised that we can give impact fee credit for uses that been there at one certain time (for example we cannot give impact fee credit for single family homes and ALF both, if homes converted to ALF and both uses were not the site at the same time). If single family homes give them the highest impact fee credit, we can apply that credit. Stan thinks that at one time it might have both 2 single family homes and 2multi-family homes. As far as the uses we can only guess what were there and that is why we rely on the city to verify uses. Your e-mail below indicates 4 multi -family units prior to 2004. Would you please verify previous uses and quantity on page 3 of the concurrency application for highest use that were on the site at one certain time after 1986. Thank you very much Sasan Sasan Rohani, AICP Chief, Long -Range Planning Section Community Development Department Indian River County 180127 Street Vero Beach, Fl. 32960 Phone: (772) 226-1250 Fax: (772) 226-1922 E-mail: rnti�i?ircyov:r..rr�� IRC Web Site: htto:/1www.iresov.com From: McGarry, Tim rmailto:TMcGaay@)covb.org] Sent: Tuesday, August 07, 2018 11:57 AM To: Stan Boling Subject: RE: Previous Uses of 1730 and 1728 24th Street "'Lan: IAF^ it to 2004•tre project contained apartment units (4 units). Prior to that the project contained single family unit: of unknoven numbers. Tian. From: Stan Boling <sboline irceov.com> Sent: Monday, August 6, 2018 3:29 PM To: McGarry, Tim <TMcGarrv@covb.org> Subject: RE: Previous Uses of 1730 and 1728 24th Street •im %%r out 1r,cre the us": PI ,ar tv 2-1004, ;sing back as far as 1nD86? Thanks ......... Stan From: McGarry, Tim II o:TMcGarry@covb.oral Sent: Wednesday, August 01, 2018 11:07 AM To: Stan Boling Subject: RE: Previous Uses of 1730 and 1728 24th Street 'i h,�! projece %reus-pproved foi• child dey-t_^rc- nu 2004 by the Planning and Zoning Board. Thr. From: Stan Boling <sboline@ircgov.com> Sent: Tuesday, July 31, 2018 4:58 PM To: McGarry, Tim <TMcGarry@covb.ore> Cc: Sasan Rohani <srohani@irceov.com> Subject: Previous Uses of 1730 and 1728 24th Street Tim: Earlier this afternoon i left you a message regarding these two adjacent sites which went from an ALF to child care perhaps around 2004. For impact fee credit purposes, I'm interested to know what uses were on site before that, going back as far as 1986. We understand there was a pre-school use In the 1990s but we need some kind of confirmation. Thanks ............ Stan %'ri do v��. .:1!'. %. ,'.S Ili .. ..:r. i1.- a1,. 1 , .. 't'..... t:I:1.1?'1 it .. • .- "v•r.•'/. rq ��.f.' ...."r; .... ;: .:1,... .__ .. , ...., .., ,z.. .. r..l,•'i ... , ;.l `ire Tr7 r. �+-��r .. r r.-': r�:: :-. •.A •`0„ .w. 'rr. • y. ”"... 'f... . ... ..... :'�. �1'. y�.'ridT r __yn� i ��. ,i.. ... n: + 1. � ... ...t-.! :L.. ... 7.^rM j-1 :.. .. : �3a.., ..rr:f �:Jr`� .¢i �'_„ 'rr,. �. .., is{•. .1I:.� l4;1! �� , 1'•it: ^,". Y` :�... G)/.Iri': `.•r ` t'1 (.. i�r .. _ 3 e T"r<i_,:,'nor r-l]ittz: 3.:,-`.n. -d;r. Vii?"? '- !: i my ;�L y 7'r t='7:lillrf..}1..'_'` ."1:1 f(. Cf 71: Ir} � '� iv "� AmVin .1i � - Mf5i� �'i?f("! � :: k;tF:�,..4} 1fN'7i a? ur 4 I HID lQ1 Tfl +rte: i 4* S �1MId� JpdOi t11�S►' A1WQl+1fi08 1A 10 Vl - 399 -z� Sasan Rohani To: kgilbertschool@aol.com Cc: Tim Zorc; Scott McAdam; Jose Guanch; Stan Boling; Bill Schutt; Vickie Johnston; Nancy Wood; McGarry, Tim Subject: FW: Notice of Violation for Kiducation, Inc., 1728 24th Street and 1730 24th Street, project # 9512077-81861 (Oxford Academy) Attachments: Closing Doc 2008.pdf; ATT00001.txt Good Morning I was waiting to see if you are sending me any additional correspondence regarding fees or concurrency. July 29, 2008, letter stated That "the site is in compliance with the zoning regulations of the City of Vero Beach and there are no outstanding violations. There is no reference in this letter to any fees including impact fees or concurrency. As verified by the City of Vero Beach, this is a change of use that requires payment of additional impact fees. Thanks Sasan Sasan Rohani, AICP Chief, Long -Range Planning Section Community Development Department Indian River County 180127th Street Vero Beach, Fl. 32960 Phone: (772) 226-1250 Fax: (772) 226-1922 E-mail: srohani@ircgov.com IRC Web Site: http://www.ircgov.com ----Original Message ---- From: Lisa Hill Sent: Wednesday, July 11, 2018 3:25 PM To: Scott McAdam <smcadam@ircgov.com>; Jose Guanch <jguanch@ircgov.com> Cc: Tim Zorc <tzorc@ircgov.com>; 'kgilbertschool@aol.com' <kgilbertschool@aol.com> Subject: Notice of Violation for Kiducation, Inc., 1728 24th Street and 1730 24th Street Commissioner Zorc asked that I forward to you the attached documentation from Ms. Gilbert related to the search of outstanding issues on her property at 1728 and 1730 24th Street. This information was requested in order to provide additional information regarding a Notice of Violation. Please let me know if you need additional information. Thank you. Lisa Hill Commissioner Assistant Indian. River County Board of County Commissioners 180127th Street, Bldg. A Vero Beach, FL 32960 E -Mail: Ihill@ircgov.com Phone: (772) 226-1919 3-4�-10 Fax: , (772) 770-5334 PLEASE NOTE: Florida has a very broad public records law. Most written communications to or from County officials regarding county business are considered to be public records and will be made available to the public and the media upon request. Your email messages and email address may, therefore, be subject to public disclosure. --Original Message ----- From: kgilbertschool@aol.com [mai Ito:kgilbertschooI@aol.com) Sent: Wednesday, July 11, 2018 2:25 PM To:'nm Zorc <tzorc@ircgov.com> Subject: Closing Doc 2008 Hello Tim, Enclosed are all the documents my attorney sent. . Thank you for your help! 2 Indian River County, Florida Property Appraiser - Property Data Data For Parcel 33390200001011000008.0 Improvements Data -Parert4 33390200001011000008.0 Owner: KIDUACATION INC site.Address: 1730 24TH ST VERO BEACH, FL 32960 SWch Irnproven cats Type: Cescription: Imp r+ovementlli: Dt%eilID: Casa: Oclass: 1-wiiodi: e uildinyUse: Dascriptioiis Appraisal Year. AiirtualYearBuilt: E'rfectivel(ea rBult: 11: ii r:� hP l'(Y�:StnriEsa _ TWIT OFi= DAY CARE BLDG BASE AREA OFFICE AREA, MIXED USE C C COMM COMM DAYC DAYC Day Care Center Day Care Center 2018 2018 1940 1940 1980 1980 2.n 7.n 1. P. http://www.ircpa.org/Data-aspx?PareeUD=33390200001011000008.0 Page 1 of 2 8/7/2018 Indian River County, Florida Property Appraiser - Property Data Page 2 of 2 AdjFactor: 100.00 100.00 Condition: AV AV Quality: LO LO Area: 1538.0 1168.0 Substructure Code: Exterior Wall - Interior Wail: Roof Data: Roofii*fg9 Composition, Shingle Composition, Shingle Units Type: IIr St/ Cv: Floor'.fiype: t-Wor Cow Vinyl the Vinyl the Tot -al Rboms- Bedrooms: Bathrooms: 'ba:h Fixtures: Frpi Code: F:VAC: Rape Lode. �fli'Y1�}�elt. Pian: Floor: 1VIL-w: !:7 aMI. €, 67S parcel shapefile last updated 7/27/2018 5:09:56 PM. The CMA data presented on this websMe Is current as of 8/6/201811: 06.29 PAL http://www.irepa.org/Data.aspx?Parce]ID=33390200001011000008.0 8/7/2018 �qq "2z Indian River County, Florida Property Appraiser - Property Data Data For Parcel 33390200001011000008.0 Sales Data Parcel: 33390200001011000008:0 Owner: KIDUACATION INC Site .' ddrew: 1730 24Th ST VERO BEACH, FL 32960 Sales _ F�, Itec Monith/Year Price !;ale Description Vac\Imp Grantor Book Page Code No instrument LISDEN 1 09/2008 $625,000.00 WD WARRANTY D 1 ENTERPRISES 2284 1978 02 INC 'ELDERLY Page 1 of 1 2 12/2005 $725,000.00 WD WARRANTYD I LOVING CARE 1979 182 02 DEEINC 3 11/1995 $160,000.00 WD WARRANTY I �TMCO 1079 02 D .1283 4 11/1988 $88,000.00 AS NOT I 815 234 00 5 02/1984 $100.00 ASSIGNED I 681 1542 01 Di- rc GlSparcel shapefile last updated 712712018 5:09:56 PM. r The COMA data presented on this wiebs/te Is current as of8/6/201811:06.29 PM. littp://www.ircpa.org/Data.aspx?Parr,ellD=33390200001011000008.0 8/7/2018 DEPARTMENTAL CORRESPONDENCE TO: Dennis Ragsdale, Planning Director FRO y E. Carter, Planner DATE: November 17, 1995 (1/5/96) SUBJ: Minor Change Application #95 -MC -161 - Change of use of existing apartment complex to an adult congregate living facility - 172 2-1730 24th Street Applicant: Randy L. Mosby, P.E. - Mosby & Associates, Inc. Owner: Dan Elliott The above application for minor change has been reviewed by the Planning Department and found to conform to requirements for minor changes. The Planning, Public Works and Engineering, Solid Waste and General Maintenance Services, and Water and Sewer Departs have no objection to the,approval of this minor change, subject to the following comment by the Water and Sewer Department: `The revised plan states that the Rn bad9low premier shall be installed in Phase I. However, the Department requires that all badljlow preventers be installed in Phase I. The Department has no objection to this application subject to the kstallation of all RPZ backflow preventers on all potable water services to the site in Phase I. A This minor change shall expire eighteen months following the Chairman's signature if the change of use has not been accomplished. XC: Ester Rymer, w/atts Signed by: Dennis Ragsdale Planning Director Sora Rexford, Chdhman Date Planning and &Wi Board c_J 34q -2132- city of Vero Beach 1053 - 201th PLACE - P.O. BOX 1389 VERO BEACH, FLORIDA 32961-1389 OFFICE OF THE PLANNING AND DEVELOPMENT DIRECTOR November 26, 2008 Ms. Kim Gilbert JCM Foundation Corporation 1351 Aachen Avenue Port St. Lucie, Florida 34953 Subject: 1730 20 Street — Oxford Academy Dear Ms. Gilbert, This letter is in response to a recent code enforcement complaint and investigation into the use of the buildings located at 1730 24`" Street. .Our records indicate that the approved use.for the property is for a child day care facility named Oxford Academy. Prior to the establishment of the child day care facility, the subject property was the location of an adult congregate care facility. It is our understanding that upon the change of use, the ACLF's buildings were converted for the day care activities except for one of the bedrooms, which was converted to an office with the existing bathroom and shower facilities being maintained. We also understand that the room is not being used as a full time residence. Please be advised that this room may continue to be used as an office. However, under the Code of Ordinances, it may not be used as a full time living space or residence. Please contact me at either 772/9784553 or hflores covb.or , if you require additional information. Sincerely, ,v Hank Flores, AICP Current Planning Manager xc: Susan Clifton, Code Enforcement Officer File Phone: (772) 978-4550 = Fax: (772) 778-3856 = E-mail: planning@covb.org = www.covb.org 34R -23�) 041394 DEPARTMENTAL CORRESPONDENCE TO: Mark Satterlee, Acting Planning & Development Director FRO 4aqR. Carter, Senior Planner DATE: March 8, 2004 (6/22/04) KW: Minor Change Application #04 -MC -037 - The construction of a driveway on 2e Strut; removal of a portion of the existing hedge; removal of one parking space; relocate 2 trees; restripe eastern parking lot; adding one new tree to replace removed, dead tree; relocation of the existing fence; addition of playground equipment in retention area; change of use for Lots 6 & 7 from adult congregate living facility (permdWd use) to child day care (conditional use) - Approved site pian #02 -SP -1064C Parcel #02 33 39 00001 0110 00006.0 & 8.0 Applicant/ Owner: Dan Elliott - Elderly Loving Care The above application for minor change has been reviewed by the Planning Department and found to conform to requirements for minor changes. This minor change shall expire eighteen months following the C'hirman's signature if a building permit has not been issued. Signed by- Mark y Mark Tay & Development and Zoning Board NOTE: Approval of this minor change is for only those Improvements descn'bed in writing on the minor change application. Any graphic rePIMBOnUmm or changes shown on the plans snbmittsd with the minor change that are not described in writing on the minor change application are evressly not approved. G XC: Wayne Russ, Building Director, w/atts Robert Bolton, Water and Sewer, w/atts 3v9 zit Uldbi,,01hyCoualj 1012nninguMputment 1901 271h xttoq vm ltrach, l.1. 312109 r jOb$ - In.. riantAIJO , itib. a-MIaAJ-MI Farund iioa;'Carr. RL. uwt 17,29 4 I . - W dib Sti,eet, veto Hcaek, Florida 32960ZW619 C, b6- Omsks: Ihb fimlcl og i=m tom► u th'a Llttla PAmAo�ed�tuW (UW= BatUP&M.1 � 10=4 CAI= L t?30 24th Sv-tz% Vt a'B-m-* PPloada 32960 is in COMPtaanet 'roe ii3e t3►o t..tpb iam of 'am city of Ve"*a* Omty of Indim Itiva aed "Silts ot'Fladda 'it'r. t li3ye an., - oftmaift V3otattons. vC7 Wy W^I to :t 4k. E Scanned with CamScanner Won RNW aux"TaxaAadbar Last update: 07/29/2008 Ad Valorem Taxes and Non -Ad Valorem Assessments The infonnetlon corfthmd hwaln does not constitute a Utle search and should not be relied on as wch. 161270 lulling Address L ESDEN EN I'ERPRLSl3 INC 10775 MAPLE CHASE DR SOCA RATON FL 33498 Estate 2007 Physical Address 1728 24TH ST VER Parcel Number 33-39-02-00001-0110-0000610 Exemption Detail Mlliage We & Rate NO EXEMPTIONS 8 1.5.89253 Legal Descripilon VERO BEACH,CITY OF ORIQMAL TOWN BLK 11 LOTS 6 & 7 PBS 2-12 �cf1��e�rtrs�t�,neone�or.�o++�m�croo..t:,�►l.��as�i�as��s�e�c�orrsaa� {� a a� Eelinoae i�:aq� a� Scanned with CamScanner I 6-i"I lXxx I -- Z-U�"L DNftnmWo*Wuxbgld* NO DELINQUENT TAXES mgr&Lxr-Vdd-16WMM45MU3BWM796M (2 of 2) WIMM 11:49M A14 Scanned with CamScanner ,w-z3q Last Updift 07f 29/2008 Ad Valorem Faxes and Non Ad Valorem Assessments The IIom"UM conbthW twdn does not cons#k to a tMe search and sho: u1d0 n ot be OUM ���'�aNlv��coo^.t�r9c(_cr�IBr�d�ifi2b2P5E�2145�9�G�� ti of 2) WiR00811:�6:01 N� Scanned with CamScanner NO DELINQUENT TAXES.-, } , - �v�1�,1�145A4giT�i3t2cE?J[�]sJ�,dip311::d� .i�it�tll�n�Na�+art��or�oa�m�1. 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M, - � ti•, - -. •t• .'. -'-___._-.-"_ :_s�.:...t.:.. s.rl•�-i�wrete4lilitf!a�•.. ��1� vC'”. ra.'7t++17•. f ;�� :1' '!i: �Si�is w4-y,..i•':+� ,rt r...•t,'t. . �«•i1;;;ei='I1 �.., =gip(1d3)W%"UMMAPO n�sll'www • 1;.++'•.+ ; � 1. t .:^�,.::=.t t. Scanned with CarnScanner M 3� — cd E CITY OF VERO BEACHti CONCURRENCY DETERMINATION APPLICATION !'� ►��' lie receivgd by the planning division. -offibi rise Oak6loun� P m j. ASSIGNED •L VEAC PRO; r NU=;M ' ' I I Census Tract Nber;s.lo�ek hTbari. COMPLETE AS INDICATED AND SUBMIT TO THE INDIAN RIVER COUNTY PLANNING DIVISION. I. -fvpe of Concurrenev Determination Certificate Rennested (Plein a cheek InitiaWinal (VBIF) , Vaud for twelve month's O Initial -3 Year (VBI3) --> Valid for three years (Impact fees CANNOT be refunded, please execute Waiver of Rights for refund of impact fee and atift`capacity chftes on page 7 and 8) , L1 Initial -7 years (VBI7) —+ Valid for seven years (Impact fees CANNOT be refunded, VBI7 can be applied for only in conjunction with a proportionate fair share application or developer's agreement that commits the applicant to construct major capacity producing transportation improvements, please execute Waiver of Rights for refund of impact fee and utility capacity charges on page 7 and 8). 11 f A. Owner Information: B_Agent/Applicant Information: Name Name Business Business \-I? . 4- \_Q)o ;)�L.AAv, S. _ Address t01`c�l.a 1 �- �— 3�{�4�c� City State Zip ext. Phone Address City State Zip ext. Phone Email: Ct ►k\O2;x £3 ' C, l 4 CLLY " Email: III. Subject Proerty Information: TAX PARCEL ID NUMBER G 20, -3 3 - 3 -��; C-: C \ - L> - U Q CX kp ADDRESS (if available) 1-taq, '* 1i3C3 a-L�" S�T \JQS-0 , V --L. Page 1 of 10 �aq UD FOR . CITY OSA VERO SEACS ST" '[TSR O]S�LY !Site Plan .and Minor Change #.: 0!1— tnC_—O3J ;Uses and Quantities Listed in the':Tab1e on Page 4 of this ,[,application have been Verifiedby the City of'Vezo Beach Staf f . ty Sta.f f Name: G ty Staff Signature:, Date IV. Proiect Information: (1) Is this concurrency application related to a specific project (Please circle one)? ---� Yes No If so, list the corresponding City of Vero Beach site plan or subdivision project name and corresponding file number: 0 �k' n1C. D3 �% (2) Project Description: Indicate the project type and intensity by completing the following sections as appropriate: In the table below please list all existing and proposed uses for the entire project site as well as the quantity of each use. Please refer to the attached Innpact Fee Schedule for the proper descriptions of each use and units of measure for all existing and approved uses of the project site. For a use(s) which will be discontinued, the quantity must be listed with a negative (-) symbol. Page 2 of 10 71q -2)ff In addition to the above table, please provide an accurate brief description of the proposed project: *Note: For uses measured in square feet, the number of square feet shall be based upon gross floor area (gsf), not leasable. floor area. GSF refers to the total area of all floors of a building as measured to the outside surfaces of exterior walls, including halls, stairways, elevator shafts, attached garages, porches and balconies which may be closed -off or separated from the external building environment. GSF also includes outside sitting area for restaurant or outside display area for retail if any. Page 3 of 10 3'fl-45 Uses) per following concurrency use table Please enter the agan of each use per following concurrency use table in the appropriate cohmm. Existing use to be continued Existing use to be discontinued New Use (new building) City Staff Initial Example Retail (under 10,000 gsf) 5,000 gsf 3,000 gsf NC 1.tt.�Gn� 3`55If W 2. cL LZ �' G r !aL Gl-- 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. In addition to the above table, please provide an accurate brief description of the proposed project: *Note: For uses measured in square feet, the number of square feet shall be based upon gross floor area (gsf), not leasable. floor area. GSF refers to the total area of all floors of a building as measured to the outside surfaces of exterior walls, including halls, stairways, elevator shafts, attached garages, porches and balconies which may be closed -off or separated from the external building environment. GSF also includes outside sitting area for restaurant or outside display area for retail if any. Page 3 of 10 3'fl-45 Alternative Caaacity Authorization: If sufficient capacity is not available to accommodate your entire project, will you accept a concurrency determination certificate for less density or intensity than requested? (circle one) YES NO VL Application Certification: I hereby certify that I have the authority to make t11LC Jp eg9#g application, and that the application is true, correct and complete to the besttp.,m%.Ciowledge. i 1,NOTICE.-S1IEAWA .TI AT: Florida -Statute Section 837.06 -False .Oficial Statements La%v states -that: "R'hoever'knoRtingly makes a false statement.in w #ipg�wi�i. thili. ent to inislead,-a.public servant in the performance of his official diet' AAA be giOoi of a`misdetneanor b the second degree," punishable ag provided by a. fine to a nHUMum of $50.0.00.,and/or maximum of a s da 'ail terih.' Name (please print) X Applicant/Agent/Owner Signature Date: VII. Concurrency Determination Application Fee Application Fee: $120.00 VIII. Information Which Must Accompany This Application Please read and acknowledge by checking all boxes below: ❑ If applicant is other than the owner(s), a sworn statement of authorization; ❑ One copy of a location map which clearly shows where the property is located by providing the exact distance from the nearest intersection for unplatted parcels and the exact location of platted parcels; ❑ Application Fee ❑ Impact fee payments for initial and initial/final concurrency applications must be paid prior to issuance of a concurrency certificate. ❑ For initial — 3 and Initial - 7 concurrency applications only: notarized waiver of rights for refund of impact fees form. ❑ School Impact Analysis Form for Residential projects only. ❑ A CO�iy of the city-al+ptoved tic study {if a :macs td is r gid by .the" city). * assignn U for Iiuk s receiving 8: or mope proj e.et peak TI 'ise�asaulp6ak hour/ peak dtrection trips,for 2 lane road way An1 or moi_ pinj�?c4ieak seasop/p�ak houdpeak °dii66-bn taps' £or '4 Wee or wider roadways; .II'the mmmber of trips fall 61ow-these t' hiesholds mark "NIA". Page 4 of 10 RE W. APPLICANTS.WILL BE NOTIFIED IF A SUBMITTED APPLICATION IS CONSIDERED INCOMPLETE. INCOMPLETE APPLICATIONS LEFT WITH TFM-INDLAN RIVER COUNTY PLANNING DIVISION MAY BE DISCARDED -7 THE APPLICANT DOES NOT ACT WITHIN TWO'2) �j WE TO CORRECT. THE APPLICATION AS INDICATED. AND PROVIDED FOR IN =-INCOMPLETE-APPLICATION NOTICE. Applicants will. be notffied of��:ceptance of tlis'oneurFei�ey D tian Aratirin via x > ,. . eparate notice. Itise:rea on>$i 9etivifiest�.�'navihent rrf•itnn�et:f�ee_rriai4��firia.i�Aauiaiergu.a"Ldp,�r::ia:tr•nn•.r.::ib+a/or zs All initial concurrency applications will be queued in the computer system according to the completion date of the application. Concurrency Determination Application requests are valid for maximum of twelve (12) months following the daze of submittal of the Concurrency Determination Application. If all necessary activities required to ensure issuance of the Concurrency Certificate have not been completed, the Concurrency Determination Application request may be canceled by Indian River Countywithout prior notice to the applicant/owner. It is strongly recommended that the applicant contact the evaluating departments to determine and complete the necessary activities and to pay all applicable impact fees to ensure issuance of the requested "Concurrency Certificate prior to expiration period (12) months. F:\Commimity Development\UsaslvICKM\SASANIwncw=cMps\VERO BEACH CONCURRENCY APPLICATION FOR 2018.doc Page 5 of 10 24q Formula and Trip Rates for Conditional Concurrency Impact Assessment Concurrency impact assessments for non-residential rezonings, and land use amendments will be calculated based on the following formula For Projects Intensity Measured By Trip Rate General Commercial or Office (10,000 sq. ft. of gross 92 Trips per 1000 sq. ft. Conceptual Projects, Comprehensive floor area per acre of (for building between Plan Land Use Amendments to C/I retail commercial) X 10,000 to 50,000 sq. ft.) without rezoning, or rezonings to PRO, Total Property Acres OCR, MED CN CL CG zoning or land use Multi -Family: Heavy Commercial or Industrial (20,000 sq. ft. of gross 7 trips per 1000 sq. ft. Conceptual Projects, or rezonings to CH, floor area per acre of 6 trips/unit M, IG general industrial) X Single Family without rezoning Total Property Acres For residential rezonings and land use amendments, the concurrency impact should be measured according to the following formula. For Project's Intensity Measured B Trip Rate Residential conceptual projects, (Maximum number of Single Family: residential rezonings, or combination single-family or multi - residential land use amendments and family units allowed per 10 trips/unit rezonings acre based upon proposed zoning or land use Multi -Family: designation) X Total Project Acres 6 trips/unit Residential Land Use Amendments (Maximum number of Single Family without rezoning single-family units allowed per acre) X Total 10 trips/unit Property Acres Page 6 of 10 A -A WAIVER OF RIGHTS FOR REFUND OF UW PACT FEES AND UTILI'T'Y CAPACITY CHARGES FOR VBI3 or VBI7 CONCURRENCY APPLICATION REQUEST ONLY [ l VBI3 [ l VBI7 PROJECT NUMBER: OWNER'S NAME: APPLICANT'S NAME: APPLICANT'S ADDRESS: TAX PARCEL IDENTIFICATION NUMBER: The undersigned owner and applicant, if other than the owner, acknowledge that, pursuant to Section 910.08(2)(b) of the Indian River County Code, an initial concurrency determination certificate is valid for one year from date of approval. Owner and applicant further understand that this section provides for 3 year initial concurrency determination certificate, and for 7 year initial concurrency certificate associated with approval of a proportionate fair share agreement or a guaranteed developer's agreement. Owner and applicant also understand that an initial -3 (VBI3) concurrency determination certificate and an initial -7 (VBI7) concurrency determination certificate are subject to the owner and applicant signing a waiver of rights for the refund of impact fees and utility capacity charges. In view of the foregoing, the owner and the applicant have determined that it is in their best interest to have a 3 year or 7 year concurrency determination certificate, and hereby waive any and all rights for a refund of the impact fees and utility capacity charges paid in connection with this project in exchange for an initial -3 (VBI3) or initial -7 (VBI7) Concurrency Determination Certificate. The owner and the applicant also acimowledge that, once executed, this waiver is irrevocable. The project is on property which is more particularly described as: Page 7 of 10 Dated this day of , 200_. Signed in the presence of Owner Witness Signature Signature: Print Name: Print Name: Applicant (if other than the owner) Witness Signature Signature: Print Name: PrintName: The foregoing instrument was acknowledged before me this day of, who is personally known to me or produced _ as identification. Rcvise - April 11, 2018 NOTARY PUBLIC Sign: Print Name: Commission # rig Page 8 0€ 10 3fl, L5b School Impact Analysis Form (For Residential Projects Only) Iastruetions to Applicant: Submit one copy of completed. application, location map, for each new residential project or building permit requiring a determination of school capacity to the applicable local government. Type of Application Request [ ] Conditional School Capacity Availability Determination [ ] School Capacity Availability Determination [ ] Request for Exemption (Le. age restricted community) Project Information Project Name: Parcel ID#: (attach separate sheet for multiple parcels): Location/Address of subject property. (Attach vicinity location map — with Closest Major Intersection) Ownership/Contact Information Owner/Contract Purchaser Name(s): Agent%Contact Person: (If applicant is not the owner of record, a letter of authorization from the property owner(s) must be included with this form at time of application submittal) Mailing address: Telephone#: Fax: Development Information Current Land Use Proposed Land Use Designation Designation Current Zoning Proposed Zoning SF: Proposed # Dwelling units by type": MF: (rental) Condo: * Show only the # of units for this application not the total for the development I hereby certify the statements and information contained in this application and attachments submitted herewith are true and correct to the best of my knowledge. Owner or Agent Signature Date For School District Use Only (Capacity Availability Determination) School Capacity Available: School Capacity Not Available: School Capacity Available in Adjacent Service Area: School District Facilities Specialist Signature Exempt: Date Page 9 of 10 0:%J '?� CITY OF VERO BEACH CONCURRENCY DETERMINATION APPLICATION FORM Community Development Department Website: http:l/www.ireedd.com NOTE: Application will expire twelve (12) months from date of submittal In order for the county to issue a Concurrency Certificate, the following evaluating departments must complete their reviews. To ensure that your concurrency certificate is issued in a timely manner, you must provide all necessary information and pay all applicable fees to the following evaluating departments: TRAFFIC ENGINEERING DIVISION — DONTE TAYLOR (Projects South of S.R: 60), 772 226- 1719 OR VERONICA BUNTING-FIGUEROA (Projects North of S.R. 60) 772) 226-1326, or MAYA MIILLER AT (772) 226-1637 FOR REVIEW AND APPROVAL OF THE PROJECT'S TRAFFIC IMPACT STATEMENT OR TRAFFIC IMPACT ANALYSIS. PLANNING DIVISION CONTACT PERSON - NANCY WOOD, (772) 226-1255 FOR PAYMENT OF IMPACT FEES PLANNING DIVISION CONTACT PERSON - VICKIE JOHNSTON, X772) 226-1241 FOR INFORMATION ON IMPACT FEES CALCULATION AND CONCURRENCY CERTIFICATE STATUS FOR SCHOOL CONCURRENCY CONTACT PERSON — MICHELLE SIMONS, X772 564-5019 FOR SCHOOL CONCURRENCY AVAILABILITY FOR RESIDENTIAL PROJECTS ONLY CONCURRENCY REQUIREMENTS MUST BE SATISFIED AND CONCURRENCY CERTIFICATE MUST BE ISSUED PRIOR TO OBTAINING BUILDING PERMITS. FAILURE TO SATISFY ALL THE REQUIREMENTS OF EVALUATING DEPARTMENTS INCLUDING PAYMENT OF APPLICABLE IMPACT FEES, AND SUBMITTAL OF A RELEASE OF YOUR BUILDING PERMIT AND EVENTUAL CANCELATION OF YOUR CONCURRENCY APPLICATION ONE YEAR AFTER SUBMIMAL. Page 10 of 10 ��� Official Receipt - Indian River County CDPR103 - Official Receipt Trans Number Date Post Date Payment Slip Nbr 2018051292 5/11/2018 9:49:54 AM 5/1112018 AR 81881 Appl Name: KIM GILBERT Appl Stage/Status: VBIF Completeness/PENDING Address: 1730 24TH ST VERO BEACH FL 32960 Proj Name: OXFORD ACADEMY PRESCHOOL FKA HELPING ANGELS FKA EDEN ESTATE Type; RMF TAZ: 76 Subdiv Nbr: 1019 Project Nbr: 95120077 Payor. KIDUCATION INC/OXFORD ACADEMY PRESCHOOL OF VERO Fee Information Fee Code Description GL Account Amount Waived DAPP DEVELOPMENT APPLICATION 2-004032-322010 $120.00 Total $120.00 Payments Payment Code Account/Cfie_ck_Number _ _ Amouni CHECK 1095 - $120.00 Memo: Indian River County CD -Plus for Windows 95/98/NT/20001XP Total Cash $0.00 Total Non Cash $120.00 Total Paid$120A0 Cashier/location: PL109 /2 User. PL 109 Printed: 5/11/2018 9:50:50 AM M t Ck i Misty Pursel From: Sasan Rohani Sent: Friday, September 21, 2018 1:18 PM To: Dylan Reingold; Tim Zorc Cc: Stan Boling; Bill Schutt; Vickie Johnston; Nancy Wood Subject: Oxford Academy Concurrency and Impact Fees Attachments: SKM BT_55218092112080.pdf Hi Dylan Commissioner Zorc asked me to send you this. He will get with you. Should you have any questions, please call me. Thanks Sasan Sasan Rohani, AICP Chief, Long -Range Planning Section Community Development Department Indian River County 180127 1h Street Vero Beach, FI. 32960 Phone: (772) 226-1250 Fax: (772) 226-1922 E-mail: srohani@ircgov.com IRC Web Site: http://www.ircgov.com From: comscan@ircgov.com <comscan@ircgov.com> Sent: Friday, September 21, 2018 1:12 PM To: Sasan Rohani <srohani@ircgov.com> Subject: Scan from ComDev Office 5 M Misty Pursel From: Lisa Hill Sent: Friday, July 27, 2018 9:12 AM To: Tim Zorc Subject: FW: Notice of Violation for Kiducation, Inc., 1728 24th Street and 1730 24th Street, project # 9512077-81861 (Oxford Academy) Attachments: Closing Doc 2008.pdf, ATT00001.txt Tim, This is the last email about Kim Gibson and Kiducation. I believe Sasan was waiting for anything else. Lisa -----Original Message ----- From: Sasan Rohani Sent: Friday, July 20, 2018 9:34 AM To: kgilbertschool@aol.com Cc: Tim Zorc <tzorc@ircgov.com>; Scott McAdam <smcadam@ircgov.com>; Jose Guanch <jguanch@ircgov.com>; Stan Boling <sboling@ircgov.com>; Bill Schutt <bschutt@ircgov.com>; Vickie Johnston <vjohnston@ircgov.com>; Nancy Wood <nwood@ircgov.com>; McGarry, Tim <TMcGarry@covb.org> Subject: FW: Notice of Violation for Kiducation, Inc., 1728 24th Street and 1730 24th Street, project # 9512077-81861 (Oxford Academy) Good Morning I was waiting to see if you are sending me any additional correspondence regarding fees or concurrency. July 29, 2008, letter stated That "the site is in compliance with the zoning regulations of the City of Vero Beach and there are no outstanding violations. There is no reference in this letter to any fees including impact fees or concurrency. As verified by the City of Vero Beach, this is a change of use that requires payment of additional impact fees. Thanks Sasan Sasan Rohani, AICP Chief, Long -Range Planning Section Community Development Department Indian River County 1801 27th Street. Vero Beach, FI. 32960 Phone: (772) 226-1250 Fax: (772) 226-1922 E-mail: srohani@ircgov.com IRC Web Site: http://www.ircgov.com -----Original Message ----- From: Lisa Hill Sent: Wednesday, July 11, 2018 3:25 PM To: Scott McAdam <smcadam@ircgov.com>; Jose Guanch <jguanch@ircgov.com> Cc: Tim Zorc <tzorc@ircgov.com>; 'kgilbertschool@aol.com' <kgilbertschool@aol.com> Subject: Notice of Violation for Kiducation, Inc., 1728 24th Street and 1730 24th Street Commissioner Zorc asked that I forward to you the attached documentation from Ms. Gilbert related to the search of outstanding issues on her property at 1728 and 1730 24th Street. This information was requested in order to provide additional information regarding a Notice of Violation. Please let me know if you need additional information. Thank you. Lisa Hill Commissioner Assistant Indian River County Board of County Commissioners 1801 27th Street, Bldg. A Vero Beach, FL 32960 E -Mail: Ihill@ircgov.com Phone: (772) 226-1919 Fax: (772) 770-5334 PLEASE NOTE: Florida has a very broad public records law. Most written communications to or from County officials regarding county business are considered to be public records and will be made available to the public and the media upon request. Your email messages and email address may, therefore, be subject to public disclosure. -----Original Message ----- From: kgilbertschool@aol.com [mailto:kgilbertschool@aol.com] Sent: Wednesday, July 11, 2018 2:25 PM To: Tim Zorc <tzorc@ircgov.com> Subject: Closing Doc 2008 Hello Tim, Enclosed are all the documents my attorney sent. Thank you for your help! Y FmWOdgh ID: PFNA l -SO) S26Ioos WON esW,dun • (kas Uf . Tilti �i au ur.y.a. L � 4442 C awbmi�FL32,4 G SWPT& (M) 075450 DILL SENDER Timothy McGarry, Director Vero Beach Planning & Development 1053 20TH PL VERO BEACH, FL 32960 Data POO 7960 41516487 XH VRBA III Inllll Fkl - 01AUG AA STANDARD OVERNIGHT Scanned with CamScannerr ' � ��q Indian River Qaunty Tac colfcctor Last Update: 07/29/2008 Ad Valorem Taxes and Non -Ad Valorem Assessments The tnformation contained herein does not constitute a title search and should not be relied on as such. 161270 Mailing Address LISDEN ENTERPRISES INC 10775 MAPLE CHASE DR BOCA RATON FL 33498 Real Estate 2007 Physical Address 1728 24TH ST VER Parcel Number 33-39-02-00001-0110-00006/0 $327,970.00 j $0.00 $327,970.00 Exemption Detail Millage Code & Rate NO EXEMPTIONS 8 15.89253 Legal Description VERO BEACH,CITY OF ORIGINAL TOWN BLK 11 LOTS 6 & 7 PBS 2-12 WATER CGNF COUNTY GENERAL FIND_ FLORIDA INLAND NAVIG iIR PA V :� CL04 LAND ACQUISITION BOND 20 _ C EM+S EMERGENCY SERV DIST $0.00 $6S.52 7 �J .� -.• 0.00 203.10 $0.00 $990.53 $0.00 $1131 $0.00 89.37 90 ,1 $0.00 564.14 /y�,�. ,gpventtt>mx ca,,,rttgr&( �Iftida162272F5E8214SA391C585GFF:0796333 (10! 2) (0111200011:49:04 AN Scanned with CamScanne,�-.� 3iv(� U9bn PNW 0XI*j Tmc Wed W Total $5,454.21 Gross Discount ($163.63) Tota( $5,290.58 NO DELINQUENT TAXES (2 of 2) CRIV2o0811i19iO4`AM] by Scanned with CamScanner 341 2('03 Indian River QountYTax Wector Last Update: 07/29/2008 Ad Valorem Taxes and Non -Ad Valorem Assessments The information contained herein does not constitute a title search and should not be relied on as such. 161280 Mailing Address LISDEN ENTERPRISES INC 10775 MAPLE CHASE DR BOCA RATON FL 33498 Real Estate �1 2007 physical Address 1730 24TH ST VER parcel Number 33-39-02-00001-0110-00008/0 — $270,390.00 ::pu.uu Y Exemption Detail Millage Code & Rate NO EXEMPTIONS 8 15.89253 Legal Description VERO BEACH,CITY OF ORIGINAL. TOWN BLK 11 LOTS 8 & 9 PBS 2-12 RSJW ST FIND FLORIDA 11 604 LAND ACQ1 SMS EMERGENC RIVER WATER M BOND 2004 UQ 12 .33 • ..� . _; ,-r qui:govc�nma�cco...tttp"&La'°18�=162272F5Effi145A3917 �1 of 2) t8,11R� 1145:01 AM] Scanned with CamSca'✓nn�e r�1 RWW Rhw 0=W Tax OoBeMu 02/2008 IPAYMENT NO DELINQUENT TAXES. 001 $4,408.75 )IMUM 9 M (2 of 2) ��11�20�811:46 D Scanned with CamScanner� �q Indian River County Tax Collector I C Details Tax Record s Pint View Shopping Cart Searches Parcel ID Account Number Owner Name Mailing Address Street Address E Tax Record prht<t LauWpdate: 07012008 Ad Valorem Taxes and Non -Ad Valorem Assessments MW b(onnetbn oontebted herein doss not conalitulo a IW% eearcfi e�W should nol be m6c Site Functions County Login welcome Tax Search Contact Us Online Help Property Appraiser Home Mailing Address PALMS EDUCATIONAL INC LITRE PALMS ACADEMY 1730 24TH ST VERO BEACH R. 32960 Exemption Detail NO EXEMPTIONS Legal Description NO LEGAL DESCRIPTION Code Description SSa CGNF SCHOOL LOCAL COUNTY GENERAL FUND SSBD SCHOOL BOND FIND FLORIDA INLAND NAVIG (104 LAND ACQUISITION BOND 2004 LEMS EMERGENCY SERV DIST CLND LAND ACQUISITION BOND RSJW ST JOHNS RIVER WATER IVE6 CITY OF VERO BEACH MM MOSQUITO CONTROL SSSL SCHOOL - STATE LAW HHSP HOSPITAL DISTRICT Physical Address 1730 24TH ST VER parcel Number 0218474 0000 Page 1 of 1 Site Provided by... �- govemmax.com 71.12,-. —� Owner Name tori �a �r 4' on as such. 1` mss' Tax Yoar '� = 2007 ` Miliage Code & Rete 8 15.89253 Additional Exemption $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Amount $39.56 $45.76 $4.09 $0.52 13 $26.06 42.06 4690 $29.34 $3.03 $70.55 $9.38 if paid B Amount Due $0.00 Amount Paid Date Paid Transaction Receipt 235.96 01/04/2008 PAYMENT 9238T79.000i f, Prior Year Taxes Duo l: - '�� �.�. �..... 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