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-35-
FCT Contract Number 00 -CT -D8 -99 -9A -H 1-074
FLORIDA COMMUNITIES TRUST
P9A Award Number 99-074-P9A
WABASSO SCRUB ADDITION
CONFIDENTIALITY AGREEMENT
This is a Confidentiality Agreement (Agreement) pursuant to Rule 9K-6.010(5), Florida
Administrative Code (F.A.C.).
Parties to the Confidentiality Agreement:
INDIAN RIVER COUNTY and CITY OF SEBASTIAN (Recipient), local governments
within the State of Florida, and the Florida Communities Trust (FCT), a nonregulatory agency
within the Department of Community Affairs.
Parcels Covered by this Agreement:
This Agreement covers all parcels identified as part of the project site in FCT application
99-074-P9A that was selected for funding and is governed by a Conceptual Approval Agreement
for FCT project number 99-074-P9A (project site).
Confidentiality:
a) Pursuant to Rule 9K-6.002(17), F.A.C., the term "confidential" refers to
information that shall not be available for public disclosure or inspection and is exempt from the
provisions of Section 119.07(1), Florida Statutes (F.S.).
b) The Recipient and its agents shall maintain the confidentiality of all appraisals,
offers, and counteroffers as required by Section 125.355(1)(a), F.S., for counties, or Section
166.045(1)(a), F.S., for municipalities, and Rule Chapter 9K-6, F.A.C. The Recipient may
disclose such confidential information only to the individuals listed herein below.
C) Requests to add persons to the disclosure list must be made in writing and the
Recipient must receive the written consent of the FCT Executive Director and execute an
Addendum to the Agreement. All confidentiality requirements outlined above shall apply to
individuals added to the list.
d) The undersigned board members and staff of the Recipient and its agents, if any,
agree to maintain the confidentiality of appraisal information, offers and counteroffers
concerning FCT project number 99-074-P9A as required by Section 125.355 (1)(a), F.S., for
P-2000 Confidentiality Agree ment/99-074-f'9A
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counties, or Section 166.045 (1)(A), F.S., for municipalities, and Rule Chapter 9K-6, F.A.C., and
by this Confidentiality Agreement between the Recipient and FCT.
e) The undersigned certify that they have no legal or beneficial interest in the project
site.
Date Recipient Board Member, Signature
�t-}I4tzt.Es T. 1thi:�EE �L y
I
1. - r MSF -'FK A . DAIRD
1
INDIAN RIVF,�R COUNTY
J
By:
Name: k4wa&WW IZ, tAOVVT
Its: CGut!!�f Mkiss10a1 C1tRIRMAN
Date: December 21, 1999
Approved as to Form and Legality:
By:� -
Print Name: It-KAGHM P• C'BR160
P-2000 Confidentiality Agreement/99-074-139A
FLORIDA COMMUNITIES TRUST
By:
Ralph Cantral, Acting Executive Director
Date:
Approved as to Form and Legality:
By: --
Ann J. Wild, Trust Counsel
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CITY OF SEBASTIAN
By:
Print Name:
Its:
Date:
Approved as to Form and Legality:
RV.
Print Name:
P-2000 Confidentiality Agreement/99-074-P9A
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FCT Contract Number 00 -CT -D8 -99 -9A -A 1-074
FLORIDA COMMUNITIES TRUST
P9A Award Number 99-074-P9A
WABASSO SCRUB ADDITION
CONCEPTUAL APPROVAL AGREEMENT
THIS AGREEMENT is entered into on '_'the
date the last party executes this Agreement, by and between the FLORIDA COMMUNITIES
TRUST (FCT), a nonregulatory agency within the State of Florida Department of Community
Affairs, and INDIAN RIVER COUNTY and CITY OF SEBASTIAN (Recipient), a local
government of the State of Florida. The intent of this Agreement is to impose terms and
conditions on the use of the proceeds of certain bonds, hereinafter described, and the lands
acquired with such proceeds (project site), that are necessary to ensure compliance with
applicable Florida law and federal income tax law and to otherwise implement provisions of
Sections 259.101, 375.045, and Chapter 380, Part III, Florida Statutes (F.S.).
WHEREAS, Chapter 380, Part III, F.S., the Florida Communities Trust Act, creates a
nonregulatory agency within the Department of Community Affairs (Department) that will assist
local governments in bringing local comprehensive plans into compliance and implementing the
goals, objectives, and policies of the conservation, recreation and open space, and coastal
management elements of local comprehensive plans, or in conserving natural resources and
resolving land use conflicts by providing financial assistance to local governments to carry out
projects and activities authorized by the Florida Communities Trust Act;
WHEREAS, Section 259.101(3)(c) of the Florida Preservation 2000 Act provides for the
distribution of ten percent (10%) less certain reductions of the net Preservation 2000 Revenue
Bond proceeds to the Department to provide land acquisition grants and loans to local
governments through the FCT;
WHEREAS, the Governor and Cabinet have annually authorized the sale and issuance of
State of Florida Department of Environmental Protection Preservation 2000 Revenue Bonds
(Bonds); and Bonds have been annually sold, thereby producing revenues for distribution
according to Section 259.101(3)(c), F.S.;
WHEREAS, the Bonds are issued as tax-exempt bonds, meaning that the interest on the
Bonds is excluded from the gross income of bondholders for federal income tax purposes;
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WHEREAS, Rule Chapter 9K-4, Florida Administrative Code (F.A.C.), describes the
procedures for evaluation and selection of lands proposed for acquisition using funds allocated to
the FCT through the Department from the Preservation 2000 Trust Fund;
WHEREAS, the FCT Governing Body met on September 23, 1999, to score, rank and
select projects that were to receive conceptual approval for funding;
WHEREAS, the Recipient's project, described in an application submitted for evaluation,
was selected for funding contingent upon additional funds becoming available and in accordance
with Rule Chapter 9K-4, F.A.C., and more particularly described within this Agreement;
WHEREAS, Rule 9K -4.010(2)(f), F.A.C., authorizes FCT to impose conditions for
funding on those FCT applicants whose projects have been selected for funding; and
WHEREAS, the purpose of this Agreement is to set forth the conditions of conceptual
approval that must be satisfied by Recipient prior to the disbursement of any FCT Preservation
2000 funds awarded, as well as the restrictions that are imposed on the project site subsequent to
its acquisition with the FCT Preservation 2000 Series Bond proceeds.
NOW THEREFORE, FCT and Recipient mutually agree as follows:
GENERAL CONDITIONS
1. At least two original copies of this Agreement shall be executed by Recipient and
returned to the FCT office at 2555 Shumard Oak Boulevard, Tallahassee, FL 32399-2100 as soon
as possible and before January 14, 2000. If the Recipient requires more than one original
document, the Recipient should photocopy the number of additional copies needed, and then
execute each as an original document. Upon receipt of the signed Agreements by FCT, FCT will
execute the Agreements, retain one original copy and return all other copies that have been
executed to the Recipient.
2. The name Conceptual Approval Agreement is used to indicate that the project has
been approved as a concept that was described in FCT application number 99-074-P9A. Since
the entire project site has not yet been negotiated for acquisition, some elements of the project are
not yet known, such as the purchase price, other project costs, and the tetras upon which an
owner will voluntarily convey the property. The Conceptual Approval Agreement is in every
respect a grant contract between the parties. The Agreement describes activities that will be
conducted both prior and subsequent to acquisition of the project site, described in the
application that was submitted and selected for funding by the FCT.
3. Conceptual approval for funding shall be contingent upon the availability of
additional funds. If the funds become available, this contingency clause shall be removed by an
addendum to this Agreement. Conceptual approval for funding shall be until, August 30, 2000. In
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the event the project has not been completed in full by August 30, 2000, the Conceptual
Approval Agreement must be extended in order that the grant will remain in effect. In advance of
the August 30, 2000, date and in sufficient time before a meeting of the FCT Governing Body
that would allow approval of an extension to this Agreement before its expiration, the Recipient
must request a written extension to the Conceptual Approval Agreement for project continuation
in compliance with Rule 9K4.010(2)0), F.A.C. If the Recipient does not request an extension, or
if an extension is not granted to the Recipient by the FCT Governing Body, the Preservation 2000
award granted to the Recipient by the Governing Body shall terminate and all obligations
hereunder shall cease.
Based upon the Florida Legislature's ongoing oversight of the rate of expenditure of
funds, and the impact on future funding if expenditures do not timely occur, the FCT requires
that the project be completed as soon as possible after project selection.
++ 4. Extensions to this Agreement, described in paragraph 3 above, shall not exceed 24
I months from the date the Agreement was approved by the FCT, except as described in this
paragraph. In compliance with Section 380.510(f), F.S., if the project is not concluded by
November 30, 2001 the project shall only be extended if the FCT Governing Body determines
that a request for additional time to complete the project is warranted based upon Recipient's
demonstration that significant progress is being made toward closing the project or that
+ extenuating circumstances warrant an extension of time.
5. This Agreement may be terminated before its expiration at the written request of
the Recipient. Such a request shall fully describe the circumstances that compel the Recipient to
terminate the project. A request for termination should be mailed to the offices of the FCT at the
address given in paragraph 1 above. The request for termination will be placed on the agenda of
the next regularly scheduled meeting of the FCT Governing Body for concurrence by the FCT.
The termination shall be acknowledged by the FCT in a letter to the Recipient.
Circumstances may arise that, in the analysis of the FCT, warrant termination of the
project before its completion. In such an event, the FCT will advise the Recipient of its analysis
and will confer with the Recipient on continuation of the project. If the Recipient concurs, a
request for termination will be considered at the next regularly scheduled meeting of the FCT
Governing Body.
6. Recipient agrees to make diligent efforts to submit the documentation to FCT that
is required in this Agreement as soon as is reasonably possible so that the project site may be
acquired in an expeditious manner. Deadlines stated in this Agreement, as well as deadlines
associated with any FCT activity relating to the project, are strictly enforced. Failure to adhere to
deadlines, whether stated in this Agreement or associated with meetings of the FCT Governing
Body, may result in delays in the project, may result in allocation of time or resources to other
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recipients that responded timely, and may result in this Agreement being voidable. It is the
responsibility of the Recipient to know all project deadlines, to devise a method of monitoring
the project, and to adhere to all deadlines.
7. The FCT Preservation 2000 award granted to the Recipient will in no event
exceed the lesser of Fifty Percent (50.00%) of the final total project costs, as defined in Rule
9K-4.002(30), F.A.C., or Thirty -Four Thousand Dollars And No Cents( $34,000.00), unless
the FCT Governing Body approves a different amount, which shall be reflected in an addendum
to this Agreement.
8. The grant amount stated in paragraph 7 above is based on the Recipient's estimate
of total project costs in application number 99-074-P9A, as well as limits on awards in the Notice
of Application period announcing the application cycle. When disbursing funds for the project,
the FCT will recognize the actual total project costs, defined in Rule 9K-4.002(30), F.A.C., for
acquisition of the project site. The total project costs will be reflected on a grant reconciliation
statement prepared pursuant to paragraph 10 below. The FCT will participate in the land cost at
either the actual purchase price, or the Maximum Approved Purchase Price based on appraisal
reports that comply with requirements set forth in Rule 9K-6.007, F.A.C., whichever is less, and
multiplied by the percent stated in paragraph 7 above.
9. The FCT Governing Body has given conceptual approval for funding to acquire
the entire project site identified in the Recipient's application number 99-074-P9A. The FCT
Governing Body reserves the right to withdraw the FCT award if the acreage that comprises the
project site is reduced so that the objectives of the acquisition cannot be achieved. Request for
modification of the boundary of the project site identified in the Recipient's application number
99-074-P9A may be considered by the FCT Governing Body following the procedures for
submission and review of boundary modification requests set forth in Rule 9K-4.0105, F.A.C.
If the project site is comprised of multiple parcels, an acquisition plan was required in the
application. The FCT Governing Body reserves the right to withdraw the FCT award if the
priority parcel(s), identified in the acquisition plan prepared pursuant to Rule 9K -4.004(5)(g),
F.A.C., included in application number 99-074-P9A incorporated by reference herein and
attached as Exhibit "A," cannot be acquired. Approval of the Conceptual Approval Agreement
shall constitute approval of the acquisition plan by FCT.
10. The FCT funds shall be delivered either in the form of eligible project costs
prepaid by FCT to vendors or in the form of a State of Florida warrant at the closing of the
project site, payable to the Seller or the Seller's designated agent authorized by law to receive
such payment, provided the Comptroller determines that such disbursement is consistent with
good business practices and can be completed in a manner minimizing costs and risks to the State
of Florida. If the project site is comprised of multiple parcels, FCT shall deliver at the closing of
each parcel only the share of the FCT award that corresponds to the parcel being closed. FCT
will prepare a grant reconciliation statement prior to the closing of the project site parcel that will
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evidence the amount of local match, if any is required., provided by the Recipient and the portion
of the FCT award that corresponds to the parcel being closed. Cash expended by the FCT for
eligible project costs incurred by the FCT will be recognized as part of the FCT grant award
amount on the grant reconciliation statement.
11. The Recipient's local match, if any is required, shall be delivered either in the
form of eligible project costs prepaid to vendors by the Recipient; cash; or eligible documented
donation by Seller of land value; or Recipient's warrant at the closing of the project site. If the
project site is comprised of multiple parcels, the Recipient shall deliver at the closing of each
parcel the share of the local match, if any is required, that corresponds to the panel being closed.
The cash expended by the Recipient for eligible project costs incurred by the Recipient
conducting acquisition activities will be recognized as pan of the local match, if any is required,
on the grant reconciliation statement prepared pursuant to paragraph 10 above. In the event
Recipient's application number 99-074-P9A represents that land value is the source of local
match, if any is required, the value attributed to the land local match, if any is required, shall be
determined after an appraisal report that complies with the procedures and requirements set forth
in Rule 9K-6.007, F.A.C. Such appraisal report shall be subject to review and approval by FCT
prior to FCT funds being delivered for the project.
12. The FCT Governing Body adopted the Preservation 2000 Program Approved List
of Complete Applications for Series P9A Funding Cycle on June 11, 1999, at which time the
project site became pan of a list of lands that were approved for consideration for land
acquisition. If action initiated by the Recipient that is the local government having jurisdiction
over the project site, subsequent to June 11, 1999, results in a governmentally -derived higher
value due to an enhanced highest and best use, the FCT acquisition activities will be terminated
unless the Seller agrees that the appraisal will be done at the highest and best use of the project
site on or before June H, , 1999.
13. Recipient hereby notifies the FCT that the following local governmmt
employee or official is the authorized key contact, or project manager, on behalf of the
Recipient for purposes of coordinating project activities for the duration of the project:
Name: ROLAND M. DEBLOIS, AICP
'fie. CHIEF, ENVIRONMENTAL PLANNING
/Address: INDIAN RIVER CO., 1840 25TH STREET, VERO BEACH, FL 32960
Phone: 561/567-8000 X. 1258 Fax: 561/978-1806
The Recipient must notify the FCT as to any change in the authorization of the key
contact on behalf of the Recipient named above. This notification must be made in writing to'the
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Executive Director and signed by the appropriate local government employee, official or
authorized representative named in paragraph 11.5.d. below.
14. This Agreement may be amended at any time prior to FCT giving project plan
approval to the Recipient. Any amendment must be set forth in a written instrument and agreed
to by both the Recipient and FCI'. Such amendments shall become a part of this Agreement.
II. REQUIREMENTS THAT MUST BE MET PRIOR TO INITIATION OF
PROJECT SITE NEGOTIATION
1. The Recipient hereby notifies the FCT that RECIPIENT AGENT
[Note: Elect either FCT, Recipient or Recipient Agent] will be the party responsible for all
negotiation and acquisition activities.
2. The Recipient hereby notifies the FCT that the Federal Employer's Identification
Numbers are:
INDIAN RIVER COUNTY 59-6000674
CITY OF SEBASTIAN
3. No later than January 14, 2000, the Recipient must deliver to FCT a written
statement from the project site property owner(s) evidencing that the owner(s) is willing to
entertain an offer from the Recipient and FCT.
4. No later than January 14, 2000, the Recipient shall execute a Confidentiality
Agreement pursuant to Rule 9K-6.010(5), F.A.C. A sample of a Confidentiality Agreement is
attached as Exhibit "B"; an Agreement specific to this project will be prepared by FCT for
execution by the Recipient. This Confidentiality Agreement is not a part of this Agreement and
may be amended without amending this Agreement, if needed
5. By execution of this Agreement, the Recipient affirms that:
a. the Recipient is ready, willing and able to provide the local match, if any is
required;
b. the Recipient reaffirms the representations made in FCT application
number 99-074-P9A,
C. the Recipient shall, on the anniversary date of the approval of the project
plan by the FCT Governing Body, prepare and submit to FCT an annual report as required by
Rule 9K-4.013, F.A.C.;
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d. the Recipient authorizes the locel government employee, oflklal or
authorized representative named in this paragraph to execute all documents in connection
with this project on behalf of the Recipient, Including but not limited to the Conceptual
Approval Agreement or any addenda thereto, purchase agreement for the property, grant
reconciliation statement, closing documents, statements submitted as a part of the project
plan, and Grant Award Agreement pursuant to Rule 9K-6.014(6), F.A.C.:
ii:t�i�Ti: ► �T a i� -.
Name: JAMES E. CHANDLER
Title: COUNTY ADMINISTRATOR
Address: INDIAN RIVER COUNTY, 1840 25TH STREET
VERO BEACH, FL 32960
Phone: Fax: 561/567-8000, X. 1408 561/770-5095
_
CITY OF SEBASTIAN:
Name:
Title:
Address: '
Fax:
The Recipient must notify the FCT as to any change in the authorization of the local
government employee, official or representative named in this paragraph to execute all
documents on behalf of the Recipient. This notification must be made in writing to the Executive
Director and signed by the appropriate local government employee, official or authorized
representative.
M. PROJECT PLAN APPROVAL
1. Prior to closing of the real estate transaction and final disbursement of award
funds by FCT, the Recipient must prepare a project plan that complies with Rule 9K-4.011,
F.A.C. This project plan is a compilation of the following items listed below, which must be
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reviewed and approved by FCT in a meeting of the FCT Governing Body. In the event that the
Recipient is a partnership, the Recipient must also provide FCT with the interlocal agreement
that sets forth the relationship among the partners and the fiscal and management responsibilities
and obligations incurred by each partner for the project site as a part of its project plan.
The project plan shall include, and shall not be considered by FCT unless it includes all of
the following documents, to be reviewed and approved by FCT to ensure that the interest of the
State of Florida will be protected:
a. A purchase agreement for acquisition of the project site, in a form
approved by the FCT staff prior to being executed by the Seller, such agreement fully
executed by both the Seller and the Recipient, that is based on an appraisal or appraisals
prepared consistent with the requirements of Rule Chapter 9K-6, F.A.C., and otherwise
consistent with the provisions of that rule chapter and in a form and with terms that are
acceptable to FCT. (See paragraph I of Section IV below.)
b. A management plan that complies with the following: written according
to Exhibit "C" (FCT Technical Assistance Bulletin number 2—Writing a Management Plan),
which is attached hereto and incorporated herein by reference; acceptable to FCT; addresses the
criteria and conditions set forth in Section IV, V, VI, VII and VIII hereinbelow; and, at a
minimum, sets forth how the site will be managed to further the purpose of the project, contains a
description of all planned improvements to the project site, identifies the costs of management
and site improvement and funding sources, and identifies the management entity and its funding
source.
If the Recipient is not the proposed managing entity, the project plan must also include a
signed agreement between the Recipient and the managing entity stating the managing entity's
willingness to manage the site, the manner in which the site will be managed to further the
purpose(s) of the project, and identification of the source of funding for management.
C. A statement of the total project cost, including all non-recurring costs of
project development.
d. A statement of the amount of the award being requested from the FCT.
e. A statement from each local government in whose jurisdiction the project
site is located that the project plan is consistent with the local comprehensive plan.
L Evidence that the conditions imposed as part of the Conceptual Approval
Agreement have been satisfied.
g. An affidavit from the Recipient evidencing that after conducting a diligent
search, the Recipient, to the best of its knowledge, represents that there are no existing or
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pending violations of any local, state, regional and federal laws and regulations on the project
site.
2. The FCT strongly encourages the Recipient to request a courtesy review of its
entire project plan, but especially its management plan, well in advance of the meeting of the
FCT Governing Body where the project plan will be considered for approval and funds will be
authorized for disbursement. As a part of its duties to the FCT Governing Body, FCT staff will
make a recommendation of approval of complete and accurate project plans or disapproval of
incomplete or insufficient project plans. Recipient is strongly urged to coordinate with the FCT
staff in order that the FCT review of the management plan coincides with both the anticipated
FCT Governing Body approval and the closing date of the real estate transaction(s) associated
with the project.
3. Pursuant to 9K -4.011(2)(f), F.A.C., FCT shall withhold project plan approval if
the local comprehensive plan(s) of the Recipient or the Recipient's partner is, for any reason,
found not in compliance by the Department after conceptual approval has been granted by FCT,
unless the Recipient has executed a Compliance Agreement (formerly called a stipulated
settlement agreement) with the Department to resolve all of the issues raised by the Department
in a statement of intent to find a plan not in compliance issued pursuant to Section 163.3184(8),
F.S.
4. Pursuant to Rule 9K-4.011(3), F.A.C., the FCT shall publish a Notice of Approval
for Preservation 2000 funds in the Florida Administrative Weekly that shall list each project plan
that has received approval for funding and the amount of funding approved. Any person with a
substantial interest that is or may be determined by the decision of the FCT to reject or approve
the project plan may request an administrative proceeding pursuant to Section 120.57, F.S.,
within 21 days.from publication of the Notice of Approval for Preservation 2000 funds. Real
estate closings associated with the project may close only after expiration of the 21 -day notice
period, so long as no requests for an administrative proceeding have been filed.
IV. PROJECT SITE ACQUISITION REQUIREMENTS IMPOSED BY
CHAPTER 259, CHAPTER 375, AND CHAPTER 380, PART III, F.S.
RECIPIENT AGREES AS FOLLOWS:
1. FCT shall approve the terms under which the interest in land is acquired, pursuant
to Section 380.510(3), F.S. Such approval is deemed given when the FCT governing body
approves and executes the purchase agreement for acquisition of the project site, further
described in Section M.I.a. above, to which FCT is a party.
2. Title to the project site shall be titled in the Recipient, unless the Recipient
specifically requests that title shall permanently vest in the Board of Trustees of the Internal
Improvement Trust Fund (Trustees). Such request shall be subject to the approval of FCT and the
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Trustees. The Recippient hereby elects that title to the project site shag be vested in
INDIRN RIVER COUNTY
[Note: Insert either the name of Recipient or Board of Trustees of Internal improvement
Trust Fund] If the Recipient elects that title shall vest in the Trustees, then all acquisition
activities shall be administered by the Division of State Lands as specified in Section 253.025,
F.S., and Rule 18-1, F.A.C.
3. The transfer of title to the Recipient for the project site shall not occur until the
requirements for the acquisition of lairds, as specified in Section 380.507(l 1). F.S., and Rule
Chapter 9K-6, F.A.C., have been fully complied with by the Recipient and FCT.
4. Any deed whereby the Recipient acquires title to the project site shall contain or
be subject to such covenants and restrictions as are, at a minimum, sufficient to ensure that the
use of the project site at all times complies with Section 375.045 and 375.051, F.S.; Section 9,
Article XII of the State Constitution; the applicable bond indenture under which the Bonds were
issued; and any provision of the Internal Revenue Code or the regulations promulgated
thereunder that pertain to tax exempt bonds and shall contain clauses providing for the
conveyance of title to the project site in the Board of Trustees of the Internal Improvement Trust
Fund upon failure to use the project site conveyed thereby for such purposes. Such covenants and
restrictions as are described in this paragraph shall be in the form of a Grant Award Agreement,
prepared by FCT, executed by the parties to the Conceptual Approval Agreement and recorded at
the time of closing of the project site. The recordable Grant Award Agreement shall restate the
conditions that were placed on the project site at the time of project selection and initial grant
approval. All statements contained in the recordable Grant Award Agreement are contained in
this Conceptual Approval Agreement, with the exception of statements that do not survive the
real estate closing of the project site.
5. 1The Grant Award Agreement containing such covenants and restrictions as
referenced in paragraph 4 above and describing the real property subject to the Agreement shall
be executed by the FCT and Recipient at the time of the conveyance of the project site and shall
be recorded in the county in which the project site is located.
6. If any essential term or condition of the Grant Award Agreement is violated, and
the Recipient does not correct the violation within 30 days of written notice of violation, title to
all interest in the project site shall be conveyed to the Board of Trustees of the Internal
Improvement Trust Fund. The dead transferring title to the project site to the Recipient shall set
forth the executory interest of the Board of Trustees of the Internal Improvement Trust Fund.
7. The interest acquired by the Recipient in the project site shall not serve as security
for any debt of the Recipient.
8. If the existence of the Recipient terminates for any reason, title to all interest in
real property it has acquired with the PCT award shall be conveyed or revert to the Board of
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Trustees of the Internal Improvement Trust Fund, unless FCT negotiates an agreement with
another local government or nonprofit organization which agrees to accept title to all interest in
and to manage the project site.
9. The project site shall be managed only for the conservation, protection and
enhancement of natural resources and for public outdoor recreation that is compatible with the
conservation, protection and enhancement of the project site, along with other related uses
necessary for the accomplishment of this purpose. The proposed uses for the project site must be
specifically designated in the management plan approved by the FCT as a part of the project plan.
V. OBLIGATIONS OF THE RECIPIENT AS A CONDITION
OF PROJECT FUNDING
1. Following the acquisition of the project site, the Recipient shall ensure that the
future land use designation assigned to the project site is for a category dedicated to open space,
conservation, or outdoor recreation uses as appropriate. If an amendment to the Recipient's
comprehensive plan is required, the amendment shall be proposed at the next comprehensive
plan amendment cycle available to the Recipient subsequent to the project site's acquisition.
2. Recipient shall ensure, and provide evidence thereof to FCT, that all activities
under this Agreement comply with all applicable local, state, regional and federal laws and
regulations, including zoning ordinances and the applicable adopted and approved
comprehensive plan. Evidence shall be provided to FCT that all required licenses and permits
have been obtained prior to the commencement of any construction.
3. The Recipient shall, through its agents and employees, prevent the unauthorized
use of the project site or any use thereof not in conformity with the management plan approved
by the FCT as a part of the project plan.
4. FCT staff or its duly authorized representatives shall have the right at any time to
inspect the project site and the operations of the Recipient at the project site.
5. All buildings, structures, improvements, and signs shall require the prior written
approval of FCT as to purpose. Further, tree removal, other than non-native species, and major
land alterations shall require the written approval of FCT. The approvals required from FCT shall
not be unreasonably withheld by FCT upon sufficient demonstration that the proposed structures,
buildings, improvements, signs, vegetation removal or land alterations will not adversely impact
the natural resources of the project site. The approval by FCT of the Recipient's management
plan addressing the items mentioned herein shall be considered written approval from FCT.
Contingent/Joint Acquisition/99-074-P9A
11/30/1999
FINAL 11
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VI. OBLIGATIONS OF THE RECIPIENT RELATING TO THE USE
OF BOND PROCEEDS
I. FCT is authorized by Sections 375.045(4) and 380.510(7)(a) and (b), F.S., to
impose conditions for funding on Recipient in order to ensure that the project complies with the
requirements for the use of Preservation 2000 Bond proceeds including without limitation the
provisions of the Internal Revenue Code and the regulations promulgated thereunder as the same
pertain to tax exempt bonds.
2. If the project site is to remain subject, after its acquisition by the Recipient and/or
the Trustees, to any of the below listed transactions, events, and circumstances, the Recipient
shall provide at least 60 days advance written notice of any such transactions, events, and
circumstances to FCT, and shall provide to FCT such information with respect thereto as FCT
reasonably requests in order to evaluate the legal and tax consequences of such activity or
interest. Recipient agrees and acknowledges that the following transactions, events, and
circumstances may be disallowed on the project site as they may have negative legal and tax
consequences under Florida law and federal income tax law. The Recipient further agrees and
acknowledges that the following transactions, events, and circumstances may be allowed up to a
certain extent based on guidelines or tests outlined in the Federal Private Activity regulations of
the Internal Revenue Service:
organization;
a. any sale or lease of any interest in the project site to any person or
b. the operation of any concession on the project site by any person or
organization;
C. any sales contract or option to buy things attached to the project site to be
severed from the project site, with any person or organization;
d. any use of the project site by any person other than in such person's
capacity as a member of the general public;
e. any change in the character or use of the project site from that use
expected at the date of the issuance of any series of Bonds from which the disbursement is to be
made;
f. a management contract of the project site with any person or organization;
or
g. such other activity or interest as may be specified from time to time in
writing by FCT to the Recipient.
The foregoing are collectively referred to as the "disallowable activities."
Contingent/Joint Acquisition/99-074-P9A
11/30/1999
FINAL 12
40
VII. DISALLOWABLE ACTIVITIES/REMEDIES
In the event that FCT determines at any time or from time to time that the Recipient is
engaging or allowing others to engage in disallowable activities on the project site, the Recipient
agrees to immediately cease or cause the cessation of the disallowable activity upon receipt of
written notice from the FCT. To the extent allowed by law, Recipient hereby indemnifies and
agrees to hold FCT harmless from all claims, causes of action or damages of any nature
whatsoever arising from or with respect to disallowable activities on the project site. Nothing
herein shall be deemed a waiver of the Recipient's sovereign immunity. In addition to all other
rights and remedies at law or in equity, FCT shall have the right to temporary and permanent
injunctions against Recipient for any disallowable activity on the project site.
DELEGATIONS AND CONTRACTUAL ARRANGEMENTS BETWEEN THE RECIPIENT
AND OTHER GOVERNMENTAL BODIES, NOT FOR PROFIT ENTITIES, OR NON
GOVERNMENTAL PERSONS FOR USE OR MANAGEMENT OF THE PROJECT SITE
WILL IN NO WAY RELIEVE THE RECIPIENT OF THE RESPONSIBILITY TO ENSURE
THAT THE CONDITIONS IMPOSED HEREIN ON THE PROJECT SITE AS A RESULT OF
UTILIZING BOND PROCEEDS TO ACQUIRE THE PROJECT SITE ARE FULLY
COMPLIED WITH BY THE CONTRACTING PARTY.
VIII. CONDITIONS PARTICULAR TO THE PROJECT SITE THAT MUST BE
ADDRESSED IN THE MANAGEMENT PLAN
The management plan for the project site is mentioned throughout this Agreement, and is
particularly described in Paragraph l.b. of Section III above. In addition to the various
conditions already described in this Agreement, which apply to all sites acquired with FCT funds,
the management plan shall address the following conditions that are particular to the project site
and result from either representations made in the application that received scoring points or
observations made by the FCT staff during the site visit described in Rule 9K -4.010(2)(f),
F.A.C.:
1. Outdoor recreational facilities including a nature trail shall be provided. This
facility shall be developed in a manner that allows the general public reasonable access for
observation and appreciation of the natural resources on the project site without causing harm to
those resources.
2. A permanent recognition sign shall be maintained in the entrance area of the
project site. The sign shall acknowledge that the project site is open to the public and was
purchased with funds from the Florida Communities Trust Preservation 2000 Program. Such
recognition shall also be included in all printed literature and advertising associated with the
project site.
Contingent/Joint Acquisition/99-074-P9A
11/30/1999
FINAL 13
40
3. Regularly scheduled and ongoing educational programs that promote the
protection of natural resources shall be provided at the project site.
4. The timing and extent of a survey of vegetative communities and plant species on
the project site shall be specified in the management plan. The survey is intended to ensure the
protection of vegetative communities on the project site.
5. The xeric oak scrub and sand pine scrub communities that occur on the project
site shall be preserved and appropriately managed to ensure the long-term viability of these
communities.
6. The project site shall be managed in a manner that protects and enhances habitat
for listed wildlife species that utilize or could potentially utilize the project Site, including the
scrub jay and gopher tortoise. Management of the project site shall be coordinated with the
Florida Fish and Wildlife Conservation Commission and U.S. Fish and Wildlife Service for the
protection of listed species and listed species habitat. Periodic surveys of listed species using the
project site shall be conducted to ensure the protection of listed animal species and their habitat.
7. A vegetative buffer shall be provided between the project site and adjacent
properties to sufficiently protect listed animal species and their habitat from the adverse impacts
of adjacent land uses.
8. Establish an ongoing monitoring and control program for invasive vegetation
including exotic (non-native), ornamental and nuisance native plant species shall be implemented
at the project site. The objective of the control program shall be the elimination of invasive
exotic plant species and the maintenance of a diverse association of native vegetation. The
Exotic Pest Plant Council's List of Florida's Most Invasive Species to assist in identifying
invasive exotics on the project site.
9. A vegetative analysis of the project site shall be performed to determine which
areas of the site require mechanical clearing or a prescribed burning regime to maintain natural
fire -dependent vegetative communities. Coordination with the Division of Forestry and the
Florida Fish and Wildlife Conservation Commission on the development of a prescribed bum
plan for the project site is required.
10. Prior to the commencement of any proposed development activities, measures will
be taken to determine the presence of any archaeological sites. All planned activities involving
known archaeological sites or potential site areas shall be closely coordinated with the
Department of State, Division of Historic Resources in order to prevent the disturbance of
significant sites.
11. The project site shall be managed as an addition to the adjacent, previously funded
FCT Wabasso Scrub Conservation Area project.
Contingent/Joint AcqUisition/99-014-P9A
11/30/1999
FINAL. 14
40
0
12. Management of the project site shall be coordinated with other agencies managing
scrub preserves and conservation lands along the Atlantic Coastal Ridge to ensure the project site
is protected and managed as a part of linked conservation lands and recreation opportunities.
13. The requirements imposed by other grant program funds that may be sought for
activities associated with the project site shall not conflict with the terms and conditions of this
award.
This Agreement including Exhibits "A", if required, "B" and "C" embodies the entire
agreement between the parties.
IN WITNESS WHEREOF, the parties hereto have duly executed this Agreement.
INDIAN RIVER COUNTY FLORIDA COMMUNITIES TRUST
By:,
Prr Name: k,6000A R. MACt�T
Its: W04 cgm)i.srvN eV+AIAKAN
Date
December 21, 1999
Approved as to Form and Legality:
By:
Print Name: 11EF9p ice p. VIWIEN
Contingent/Joint Acquisition/99-074-P9A
11/30/1999
FINAL 15
RV -
Steven M. Seibert, Chair
Approved as to Form and Legality:
0
Ann J. Wild, Trust Counsel
40
CITY OF SEBAS'rIAN
By:
Print Name:
Its: ---_---
Date:
Approved as to Form and Legality:
By:
Print Name:
Contingent/Joint Acquisition/99-074-P9A
11/30/1999
FINAL- 16
40
SAMPLE ONLY — DO NOT SIGN
FCT Contract Number
Exhibit B
FLORIDA COMMUNITIES TRUST
P9A Award Numbr [PROJECT NUMBER]
[PROJECT NAME]
CONFIDENTIALITY AGREEMENT
This is a Confidentiality Agreement (Agreement) pursuant to Rule 9K-6.010(5), Florida
Administrative Code (F.A.C.).
Parties to the Confidentiality Agreement:
(Recipient), a of the
State of Florida, and the Florida Communities Trust (FCT), a nonregulatory agency within the
Department of Community Affairs.
Parcels Covered by this Agreement:
This Agreement covers all parcels identified as part of the project site in FCT application
that was selected for funding and is governed by a Conceptual Approval
Agreement for FCT project number (project site).
Confidentiality:
a) Pursuant to Rule 9K-6.002(17), F.A.C., the term `confidential' refers to
information that shall not be available for public disclosure or inspection and is exempt from the
provisions of Section 119.07(1), Florida Statutes (F.S.).
b) The Recipient and its agents shall maintain the confidentiality of all appraisals,
offers, and counteroffers as required by Section 125.3550)(a), F.S., for counties, or Section
166.045(1)(a), F.S., for municipalities, and Rule Chapter 9K-6, F.A.C. The Recipient may
disclose such confidential information only to the individuals listed herein below.
C) Requests to add persons to the disclosure list must be made in writing and the
Recipient must receive the written consent of the FCT Executive Director and execute an
Addendum to the Agreement. All confidentiality requirements outlined above shall apply to
individuals added to the list.
d) The undersigned board members and staff of the Recipient and its agents, if any,
agree to maintain the confidentiality of appraisal information, offers and counteroffers
concerning FCT project number , as required by Section 125.355 (1)(a), F.S.,
El
•
for counties, or Section 166.045 (1)(A), F.S., for municipalities, and Rule Chapter 9K-6, F.A.C.,
and by this Confidentiality Agreement between the Recipient and FCT.
e) The undersigned certify that they have no legal or beneficial interest in the project
site.
Date Recipient Board Member, Signature
Staff or Agent Name
RECIPIENT
By:
Print Name:
Its:
Date:
Approved as to Form and Legality:
By:
Print Name:
FLORIDA COMMUNITIES TRUST
By:
Ralph Cantral, Acting Executive Director
Date:
Approved as to Form and Legality:
By:
Trust Counsel
Exhibit C
WRITING A MANAGEMENT PLAN
FLORIDA COMMUNITIES TRUST
Preservation 2000 Program
Technical Assistance Bulletin: 02 — Revised 10/99
This bulletin provides guidance for preparing the management plan required in Rule 9K-4.011 (1)(b),
Florida Administrative Code, and Section III b. of the Conceptual Approval Agreement (CAA). Rule
9K-4.01l(1)(b) states that a management plan must set forth the following: 1) how the site will be
managed to further the purpose of the project; 2) a description of planned improvements to the Project
Site; 3) the costs and funding sources; and 4) the management entity and its funding source.
The CAA contains conditions related to management under various sections of the agreement. All of
the conditions in Section VIII are site specific and relate directly to management and must be
incorporated into the Management Plan. Review the entire CAA for requirements contained in the
CAA that have relevance to site management.
The conceptual management plan that was submitted as part of the Florida Communities Trust (FCT)
grant application provides a foundation for writing the management plan. Other materials and
information gathered for the application can and should be reflected in the plan where appropriate.
Commitments made in the application and reinforced by conditions of the grant funding must be
reflected in the management plan.
Use the best available information about the site's natural features and proposed future uses. Like all
future -oriented planning efforts, the level of detail of the management plan may be impacted by diffi-
culties associated with obtaining sufficient information on which to base management decisions. If
sufficient information is not available, the management plan should identify how and when necessary
information will be obtained.
FORMAT
Follow the recommended outline described below in formatting the management plan. Include a
title page that contains the project name, FCT project number and date of preparation of the
management plan. Include a table of contents and numbered pages. Label and properly reference
all exhibits, attachments and appendices in the plan.
INTRODUCTION
Provides a good summary of the project and management objectives to a first-time reader.
Provide the project name and location of the project site. Discuss any historical information
relevant to site management. Provide a brief summary of the contents of the management plan.
Provide a statement acknowledging that grant funding from FCT was used to acquire the Project
Site and the management plan was developed to ensure that the Project Site will be developed in
accordance with the Grant Award Agreement and in furtherance of the purpose of the ¢rant
application.
40
Exhibit A
WRITING A MANAGEMENT PLAN
FLORIDA COMMUNITIES TRUST
Preservation 2000 Program
Technical Assistance Bulletin: 02 — Revised 10/99
This bulletin provides guidance for preparing the management plan required in Rule 9K-4.011 (1)(b),
Florida Administrative Code, and Section III b. of the Conceptual Approval Agreement (CAA). Rule
9K-4.01 l(1)(b) states that a management plan must set forth the following: 1) how the site will be
managed to further the purpose of the project; 2) a description of planned improvements to the Project
Site; 3) the costs and funding sources; and 4) the management entity and its funding source.
The CAA contains conditions related to management under various sections of the agreement. All of
the conditions in Section VIII are site specific and relate directly to management and must be
incorporated into the Management Plan. Review the entire CAA for requirements contained in the
CAA that have relevance to site management.
The conceptual management plan that was submitted as part of the Florida Communities Trust (FCT)
grant application provides a foundation for writing the management plan. Other materials and
information gathered for the application can and should be reflected in the plan where appropriate.
Commitments made in the application and reinforced by conditions of the grant funding must be
reflected in the management plan.
Use the best available information about the site's natural features and proposed future uses. Like all
future -oriented planning efforts, the level of detail of the management plan may be impacted by diffi-
culties associated with obtaining sufficient information on which to base management decisions. If
sufficient information is not available, the management plan should identify how and when necessary
information will be obtained.
Follow the recommended outline described below in formatting the management plan. Include a
title page that contains the project name, FCT project number and date of preparation of the
management plan. Include a table of contents and numbered pages. Label and properly reference
all exhibits, attachments and appendices in the plan.
INTRODUCTION
Provides a good summary of the project and management objectives to a first-time reader.
Provide the project name and location of the project site. Discuss any historical information
relevant to site management. Provide a brief summary of the contents of the management plan.
Provide a statement acknowledging that grant funding from FCT was used to acquire the Project
Site and the management plan was developed to ensure that the Project Site will be developed in
accordance with the Grant Award Agreement and in furtherance of the purpose of the grant
application.
•
II. PURPOSE OF THE PROJECT
Discuss the purpose(s) for acquiring the project site and proposed future uses consistent with
statements made in the application or proposal. Include a provision that the project site will be
managed only for conservation, protection and enhancement of natural resources and for public
outdoor recreation that is compatible with the conservation, protection and enhancement of the
project site.
Include a prioritized list of key management objectives for the site.
Summarize the key comprehensive plan directives that will be furthered by acquisition and
management of the site, as proposed in the original FCT application. Provide a numeric citation
for each comprehensive plan directive cited.
Include a provision to amend the land use designation of the site to conservation, outdoor
recreation, open space, or other similar category within one year after acquisition. Include
commitment to amend the zoning map to be consistent with the amended future land use
r, designation for the project site.
Include a provision that ensures that the Project Site is identified in all literature and advertising
as being publicly owned and operated as a natural conservation area, outdoor recreation area or
other appropriate descriptive language and that the project site was acquired with funds from the
Florida Communities Trust Preservation 2000 Program.
Ill. SITE DEVELOPMENT
Physical Improvements: List and describe all existing and proposed site improvements.
Include a commitment that a permanent recognition sign shall be maintained in the entrance area
of the Project Site. The sign shall acknowledge that the project site is open to the public and was
purchased with funds from the Florida Communities Trust Preservation 2000 Program, the
Recipient, if the Recipient provided a match, and other contributors, if any. The sign shall be at
least 2'x Yin size and, in addition to the language shown below, include the FCT logo. The
following language is recommended: "Funding for the acquisition of this site was provided by
The Florida Communities Trust's Preservation 2000 Program and the Recipient" if the Recipient
provided a match. The next printed line shall identify the month and year the project site was
acquired. Such recognition shall also be included in all printed literature and advertising
associated with the project site.
Consider providing bike paths to the site and bike racks at the site to provide an alternative to
automobile transportation to the project site.
Provide a time frame for implementing and completing all proposed improvements.
Include a commitment that access to project sites will be compatible with all applicable state and
federal construction standards, including the Americans with Disabilities Act.
40
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Describe proposed alterations of natural and disturbed areas at the site that would be required for
each of the proposed improvements. Provide an estimate on the total extent of this work in
quantifiable terms (square feet or acres).
Briefly summarize how proposed alterations of land or vegetation at the project site will be
coordinated with the protection of listed plant and animal species with more specific details to be
provided imder the Natural Resource Protection section.
Master Site Plan: The master site plan is a conceptual plan showing all existing and proposed
physical improvements and activity areas. The master site plan provides a visual depiction of the
overall development plan for the site.
Incorporate a provision for requesting written approval from the FCT before undertaking any site
alterations or physical improvements that are not addressed in the FCT-approved management
plan and shown on the master site plan.
Permits: Identify all required permits or approvals for the proposed development or restoration
work on the site. Include a statement that FCT will be notified that all required licenses and
permits have been obtained prior to the initiation of any construction on the site.
Easements, concessions, or leases: Identify existing and proposed easements, concessions, or
leases. If easements, concessions, or leases are anticipated to be granted on the project site, such
proposed arrangements need to be identified in the management plan. Easements, concessions or
leases may be restricted under the Internal Revenue Code. Include a statement of caution in the
management plan to future site managers regarding easements, concessions or leases.
Include a provision that the Recipient will provide 60 days prior written notice and information to
FCT regarding any sale or lease of any interest, the operation of any concession, any sale or
option to buy things attached to the site, the granting of any management contracts, and any use
by any person other than in such person's capacity as a member of the general public.
IV. KEY MANAGEMENT ACTIVITIES
Natural resource protection: Identify the natural resources at the project site, including the type
of vegetative communities on the site, and significant natural resources, i.e., waterbodies or other
public lands, adjacent to the site. Describe the general quality, size, and composition of any
vegetative communities located on the site. Describe the general water quality of any on-site or
adjacent waterbodies. Identify and discuss any degraded areas on the project site, such as fire
dependent communities that have not been burned recently or areas that have been cleared,
invaded by exotic pest plants, ditched and drained, filled, etc.
Identify management techniques to protect and enhance the resources on the project site.
Management techniques such as the following may be applicable to the project site:
baseline survey of plant and animal species;
protection plan for listed plant and animal species;
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•
protection and enhancement plan for native vegetative communities;
protection plan for surface water and groundwater quality;
provisions to periodically monitor the site to insure the continued viability of vegetative
communities, plant species and animal species found on the site and to control invasive
exotic vegetation;
procedure for forwarding survey information on the occun•ence of listed plant and animal
species to the Florida Natural Areas Inventory;
specific details on how proposed alterations and development activities on the project site
will be coordinated with the protection of vegetative communities and listed plant and
animal species;
coordinating the drafting of a prescribed Burn Plan with the Division of Forestry and
developing an outreach program to inform residents of the area of the benefits of prescribed
burns.
Provide time frames for initiating and completing the various surveys and protection and
enhancement plans a month and year format.
Resource restoration and enhancement: Identify the primary components of the project site
enhancement and restoration effort, if any. Discuss the restoration and enhancement techniques to
be used on the project site. Locate on the Master Site Plan or another map all areas of the site to
be restored or enhanced and the approximate acreage figure for each area.
Provide a detailed discussion on the restoration of the various wetland and upland communities
in terms of biological composition and ecological function, if appropriate.
Discuss the removal of invasive exotic vegetation on the site, if appropriate. Include a program to
monitor the site to prevent reinfestation by exotic vegetation.
Discuss actions needed to restore the natural hydrology of the project site or mitigate the impacts
of stormwater runoff from the site, if appropriate.
Include a provision to control feral animals (hogs, dogs, cats, etc.) on the site, if appropriate.
Include monitoring programs to insure success of the resource and enhancement activities.
Provide a time frame for initiating and completing the various restoration and enhancement
activities in a month and year format.
Archaeological and historical resource protection: Identify any archaeological or historical
sites on the project site and the primary components of managing the archeological or historical
sites, if applicable.
Include procedures to protect archeological or historical sites that may be identified in the future
by including a provision that if any archaeological and historic resources are discovered at the
project site, the Recipient shall immediately contact and coordinate with the Division of
Historical Resources, Florida Department of State, to assess the archaeological and historic
resources of the find.
Environmental Education Program: Describe the regularly scheduled and ongoing
environmental education programs to be offered at the project site, if applicable. Discuss the
types of programs offered, the frequency of programs (after school, monthly, summer, etc.), the
target groups, and the group responsible for developing and leading the program. Provide a time
frame for developing and initiating the programs in a month and year format.
Greenway Management: If the project is part of a greenway network, discuss how the project
site will further the local greenway network and how management of the site will be integrated
into the overall management of the greenway network. Describe the coordination efforts among
other local, regional and state agencies to protect natural resources and manage the greenway
network. Provide a map showing the relationship of the project site and other parcels that
comprise the greenway network.
Coordination: Explain how the management of the site will be coordinated with adjacent land
owners and other resource protection agencies.
Include provisions to coordinate with other agencies for appropriate guidance, recommendations,
and necessary permits that may be related to the project site, such as the following:
Florida Game and Fresh Water Fish Commission to avoid impacts to listed species;
Water Management District and Department of Environmental Protection to ensure that
development of the project site is done in a manner to protect or improve water quality;
Division of Forestry and the Game and Fresh Water Fish Commission on the
implementation of a prescribed burn program.
Coordination strategies should include requesting cooperating agencies to review the
management plan, comment on the proposed development plan for the site, and assist in the
development of strategies to protect the resources on the project site.
Maintenance: Identify required maintenance activities, including but not limited to, trash
removal, site cleanup, and facilities upkeep. Identify the local government employees or service
contractors responsible for all aspects of property maintenance.
Security: Identify the parties responsible for security at the project site. Identify the measures
and design features to be employed to protect the site and the public from vandalism, theft or
assault, such as fencing, locked gate, park rangers, police patrols, etc. Consider including a
security/emergency plan of action that identifies key individuals.
Staffing: Identify the expected staffing requirements for management of the project site,
including both permanent and volunteer staff.
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V. COST ESTIMATE AND FUNDING SOURCE
Estimate the costs associated with implementation of the management plan, including all
proposed improvements (trails, boardwalks, parking, restrooms, etc.), resource restoration and
enhancement activities, and other key management activities (required surveys, education
programs, etc.).
Identify all funding sources associated with the implementation of the management plan.
VI. PRIORITY SCHEDULE
Discuss the proposed time lines for implementing the development and management activities of
the management plan based on established priorities and the availability of funds. Provide a
graphic display of the implementation time lines. Use calendar dates (month and year) in defining
the implementation time line.
VII. MONITORING
Identify procedures for assessing progress in achieving goals in the management plan, such as the
percentage of property restored, inventory of species using the project site, etc. Identify
procedures for periodic amendment of the management plan by the Recipient with an
acknowledgment that any revision to the approved management plan requires prior review and
approval FCT. Include a provision acknowledging responsibility for preparing an annual
stewardship report to the FCT, due on the anniversary date on which the Project Plan was
approved by FCT.
EXHIBITS:
The exhibits to the management plan should be appropriately located in the management plan in
the place that contributes to the best understanding the management plan. Exhibits may include a
location snap, boundary map, vegetative maps and surveys, master site plan, estimated
development cost table, and implementation time line graph, and any other exhibit that supports
the plan.
APPENDIX:
The appendix should be placed at the very end of the management plan document. The appendix
should contain a copy of the Conceptual Approval Agreement, the FNAI notification form, the
Exotic Pest Plant Council's List of Florida's Most Invasive Species. The recorded deed and Grant
Award Agreement should be included when they become available.
The Florida Communities Trust
2555 Shumard Oak Boulevard
Tallahassee, FL 32399-2100
Phone: 850/922-2207
SunCom: 292-2207
Fax: 850/921-1747