The URL can be used to link to this page

Home My WebLink AboutDocumentation_Regular_Tab 01c_10/14/2010 RFP: VC 2-10 ANNEXATION STRATEGIC PLAN ANALYSIS August 30, 2010 Response By; Land Research Management, Inc. West Palm Beach, FL No Text LAND RESEARCH MANAGEMENT, INC. � ONING & URBAN PLANNING 2240 PALM BEACH LAKES BLVD, • SUITE 103 ARKET RESEARCH & ANALYSIS WEST PALM BEACH, FLORIDA 33409 ENVIRONMENTAL ASSESSMENTS TEL• (561) 686-2481 • FAX; 681-1551 August 30, 2010 Lori McWilliams, MMC, Village Clerk Village of Tequesta 345 Tequesta Drive Tequesta, FL 33469 Re: RFP VC 2-10: Annexation Strategic Plan analysis. Dear Ms. McWilliams: Land Research Management, Inc. (LRM) is pleased to submit the following response, including one original and 6 hard-copies, to the above referenced RFP. Our response is divided into sections and separated by the following divider sheets: • • Tab 1- Firm/Individual Overview and Experience with Similar Projects • Tab 2- Project Understanding & Approach and Team Member Resumes • Tab 3- Licenses and Certifications • Tab 4 - Reporting Capabilities • Tab 5- Required Village Forms We are available at your convenience to provide additional information or respond to questions regarding our response. Thank you for your consideration. Respectfully submitted, � � Ja es P. Fleischmann Vice President • Encl (1) — RFP • � • • • • • FIRM/INDIVIDUAL OVERVIEW And EXPERIENCE WITH SIMILAR PROJECTS � � � FIRM/INDIVIDUAL OVERVIEW A. Overview of Land Research Management, Inc. (LRM) Land Research Management, Inc. (LRM), a West Palm Beach, Florida based planning and market research firm, has provided consultant services to municipalities, real estate developers, and private property owners in Florida since 1982. LRM has a full service, permanent office in West Palm Beach, including the latest, up-to-date computer capabilities. Managed and operated by its two principals, Kevin McGinley and Jim Fleischmann, LRM provides the "in-house" capabilities necessary to provide contracted services. When necessary, and depending upon client needs, LRM incorporates sub-contractor skills in order to provide the most timely, cost-effective service possible. Since the time of its incorporation, LRM has completed a variety of services, studies and plans in the following areas: • Preparation and processing of Comprehensive Plans, plan amendments and • Evaluation and Appraisal Reports (EAR), including field research, mapping report writing for a variety of local governments. • Preparation of specialized Comprehensive Plan studies (Water Supply Facilities Work Plan, Adequate Housing Assessment, and Capital Improvements Element update) for a variety of local governments. • Annexation studies for public and private sector clients. • Corridor studies, including guidelines for mixed-use redevelopment for public and quasi-public entities. • Charrettes • Comprehensive Plan amendment and Zoning and development permit preparation and representation for private sector clients. • Market feasibility analysis (residential and commercial) for private sector clients. • Demographic and economic analysis for Development of Regional Impact • (DRI) applications. 1 • • Fiscal impact analysis. • Tailored research, including data collection, statistical analysis and technical writing for public and private sector clients, including grant applications. B. Location of Corporate Headquarters: LRM, Inc. Location: 2240 Palm Beach Lakes Boulevard, Suite 103 West Palm Beach, FL 33409 Branches: None C. Annexation Study Project Manager: Jim Fleischmann Contact Information: Jim Fleischmann, Vice President Land Research Management, Inc. 2240 Palm Beach Lakes Blvd., Suite 103 West Palm Beach, FL 33409 Tel: (561) 686-2481; Fax: (561) 681-1551 E-Mail: Irmijim(a�bellsouth.net • Relevant Experience: Mr. Fleischmann holds both Bachelor's and Master's Degrees in Urban and Regional Planning from Michigan State University. He passed the AICP exam and became a Charter Member of the American Institute of Certified Planners (AICP) in 1979 (no longer active member) and currently is an instructor for the AICP class in West Palm Beach. He also has served as a member of the Town of Jupiter Planning Commission since 2002. In addition, Mr. Fleischmann is a Certified Small Business Enterprise in the area of Real Estate Planning Zoning and Management Consultant Services by the South Florida Management District (Vendor No. 116729) and has been awarded an Expert Witness Contract (DMQ11) in the area of market analysis by the Florida Department of Transportation District IV. He has also provided expert testimony before the District Court of Appeals. Mr. Fleischmann has acted as Project Manager for all of LRM's public sector work, the great majority of which has been in Palm Beach County, since its incorporation in 1982. As such, he has had over 25 years of contract administration and project management experience in the field of community planning, including the preparation of a variety of annexation studies. Mr. Fleischmann is currently the contract Planning Consultant for four Palm Beach County municipalities, including primary responsibilities for the � preparation of annexation analysis and studies. Included among his accomplishments in this regard are the preparation of two (North Palm Beach 2 • and Lake Clarke Shores) optional Comprehensive Plan Annexation Elements, completion of an annexation area analysis for the Lost Tree Village area, preparation of a detailed annexation study and plan for Waterside Plaza and Waterside Estates (see attached study summary). D. James P. Fleischmann/LRM, Inc. - References Name/Position Representinq Phone Number/E-Mail Kenneth M. Schultz Town of Hypoluxo, Florida (561) 582-0155 Mayor 7580 S. Federal Highway kschultz(c�hvpoluxo.orq Hypoluxo, FI 33462 Jimmy Knight Village of North Palm Beach (561) 798-7598 Village Manager 501 U.S. Highway 1 jkniqht(a�village-npb.orq North Palm Beach, FL 33408 Joann Hatton Town of Lake Clarke Shores (561) 964-1515 Town Administrator 1701 Barbados Road ihattonlcs(c�bellsouth.net Lake Clarke Shores, FL 33406 Frank Spence Town of Loxahatchee Groves (561) 635-1194 Town Manager 14579 Southern Blvd. Suite 2 frspence(�a.bellsouth.net , Loxahatchee Groves, FL 33470 Cynthia Gefvert South Florida Water Mgt. Dist. (561) 682-2610 Senior Supv. Hydrologist 3301 Gun Club Road cqefvert(c�sfwmd.qov West Palm Beach, FL 33406 Paul Nicoletti City of Stuart (772) 288-5388 City Attorney 121 SW Flagler Avenue pnicoletts(c�ci.stuart.fl.us Stuart, FL 34994 Dave Peters City of Stuart (772) 260-9615 Asst. Public Works 121 SW Flagler Avenue dpeters(a�ci.stuart.fl.us Director Stuart, FL 34994 E. Examples of Similar work Attached are two similar work examples: Optional Annexation Element for the Village of North Palm Beach and the summary report entitled: Town of Lake Clarke Shores Annexation Area Study — Waterside Estates and Waterside Plaza. � 3 �' 13.0 ANNEXATION 13.1 INTRODUCTION The Annexation element is not required bv the Florida Legislature However Chapter 163.3177, (7)(k) Florida Statutes permits a local qovernment to include additional el_ements, which are deemed necessary bv the local qovernment upon recommendation of the Local Planning Aqencv (LPA). The Villaqe Plannina Commission, actinq as the Local Planninq Aqencv lLPA) as part of the Evaluation and A�praisal Report (EAR) process recommended that an optional Annexation Element be added to the Comprehensive Plan. A summanr of the data analysis and support documentation necessarv to form the basis for the Annexation qoal obiectives and policies is presented in Chapter 1� Maior Issues Analvsis of the 2006 Villaqe of North Palm Beach Evaluation And Appraisal R eport• 13.2 VILLAGE GOAL STATEMENT Annex areas throuqh a process that considers the effects upon public services as well as benefits to the Villaqe as a whole and ensures that development within the annexed area is consistent with the North Palm Beach Comprehensive Plan � 13.3 OBJECTIVES AND POLICIES Objective: 13.1 The North Palm Beach Annexation Area shall be within officiallv desiqnated qeographic boundaries as established bv the Villaqe Council Policv: 13.1.1 The North Palm Beach Annexation Area shall consist of the area defined on Fiqure 13-1. The Annexation Area defines the area in which the Villaqe of North Palm Beach shall actively pursue annexation actions. Policv 13.1.2 North Palm Beach Tarqet Annexation Areas are depicted on Fiqure 13-2 Taraet Areas shall be used as the basis to define specific Village annexation policies and proqrams. Policv: 13.1.3 Avoid the creation of an "enclave" or "pocket" of unincorporated area when annexinq parcels of land; however an annexation mav occur if it is determined � Palm Beach Countv that a reduction of an "enclave" or "pocket" would occur as a result of an annexation. 13-1 � �� Obiective 13.2 Annex areas within the desiqnated Annexation Area that can be economicallv provided with municipal services and will serve to enhance the Village's fiscal condition. Policv: 13.2.1 At the discretion of the Village Manaqer an applicant for annexation mav be required to provide a fiscal impact analvsis statement demonstratinq that such annexation is fiscallv responsible and in the best interests of North Palm Beach. Policy: 13.2.2 Implement plans for the extension of communitv facilities at the time annexed areas are developed. Upon a determination that improvements are necessar� the Villaqe shall amend the Five-Year Schedule of Improvements includinq a fundinq source, to proqram anv improvements necessary to maintain adopted level-of-service standards. Obiective 13.3 Utilize the ranqe of annexation options available to the Villaqe under Florida law� including voluntarv and involuntary alternatives as appropriate in order to maintain the inteqritv of existinq neighborhoods and promote loqical municipal service deliverv. Policv 13.3.1 Should annexation of residential properties occur in the area west of Ellison Wilson Road, in Tarqet Area 2, an RM- Medium Density Residential Future Land •� Use Map desiqnation shall be applied. Policy 13.3.2 Coordinate with Palm Beach Gardens to de-annex the Ellison Wilson FZoad riqht-of-way and "flag lot" located in Tarqet Area 2b from the Citv so that thev mav be incorporated, via annexation, within North Palm Beach. Obiective: 13.4 The Villaqe shall encouraqe economic qrowth bv diversifvinq the propertv tax base throuqh annexation. Policy 13.4.1 Encouraqe the annexation of appropriatelv located areas that will increase the Villaqe's supplv of commercial land. Policv 13.4.2 Add to the land use diversitv of North Palm Beach bv incorporating liqht industrial/business land uses throuqh annexation in Target Area 4b in the area west of the Florida East Coast (FEC1 Railroad right-of-wav. At the time of annexation of properties in Tarqet Area 4b, a Liqht Industrial/Business land use cateqorv, per Table 3- 1 of the Future Land Use Element shall be amonq those considered. 13-2 • � Further related density and intensitv standards for the Liqht Industrial/Business land use cateqorv shall be incorporated within Policv 1 A.4 of the Future Land Use Element. Obiective• 13 5 The followinq procedure shall be followed in order to administratively review and evaluate annexation proposals prior to formally acceptinq an annexation application. 1. Preliminarv meeting or meetinqs with homeowners and/or propertv owners to determine the level of interest in annexinq to North Palm Beach. 2. Preparation of a preliminary staff annexation report consistent with the requirements of Florida Statutes, Chapter 171. 3. Meeting with the Palm Beach Countv Planninq Division and/or Attornev to determine whether or not there any obiections to the annexation. 4. Site inspection to determine the followinq� (1) Compliance with the Villaqe's land development requlations� (2) evidence of anv existinq code violations and (3) evidence of needed infrastructure insufficiencies or repairs. 5. Review and comment by Villaqe operatinq departments reqardinq the potential � service impacts of the proposed annexation. 13-3 � t h t u�' 4 �f t - _. � , i�,�. ��' + y1 ` ` �- : ! fi ! J� �W.,. �, ' { � � u�'/ e f �' � '�� ,�, � � f , � • � � .� �� . .� � '1 � � , � � � � ��.:� � � � �. L L � � L �.-�a�.� �. � �" � d ;� ��x� � � .. K ,� >, �-, , � / y -� - .��. :�.� �, �c"„ .. � ...v � _:.��, �. �'�' l `. l C C'� L E� l. ,��.�=C a� L � i � L C a � ti�� '�. ��r�' ��`�°'," i�a ' w� �' � . , � . . � u �.. :, ,---� � r !.� � (� . ill �ir�� d",�.�.1�" ' k w`"' _ !.{ - .�' J �� ., �i ��` .."�'��` �I �i i i � � �f 4:1 ,,y� -� I f��ti `� I �i � �_ �� v 1Y � � �,,£'rta� ,�--. •"3 �d ,t • p i i 1 `�f � 7` � --:e�-ivo `. �� " I � n i,+ ��« i —7`_lJ'�T � � � � � ` �� '_� � �.d .*I ( ��E r-,.<k. I _ii �� `„�-- � - 1��1='-L._�� , �' �� z �e° �,� ;t � '��'s �-�, �' � m ' �, i �� I � --� � ,- ��' ! / /� 6 ,� I ` � „I � 11 � � �' i N Congress A�� "�""----. �",�\� ��. s� ��,i ✓ F � X�. �� r � � { 1� 4 �t,� �: f � � � � � �� '� I �F�� 1 � �'" /. �1�� F q �� J � �/ ��`� {-`Camp� �� ,- � % � � � � � -� � .�� _� _� _ �,,. t � , �� ,_�,_ q r �; �� 4 i� �'� �' - i F" m-. � � I o II-- �-�,_I I Z . 1_ � �Y�^' �.. ±.,5. G�F .� f ,J � � �':> I �J l y 1 E �� i. > � 1 � ,� � _ � _ -- a > s S /• ,C y � � �.._.._ � �. m_. � � -- � ...�J m - .,'' . r ? " . '� t= -� �' `' /� � u - ` �� . i�a �� p1 � � �,� '��., � i �._��r�-" �� :r�j" �o ��u � � '� N x° - � � , ` � °�' ° � . ;� � - � �� ; �;-�^� i � ¢ _ � ;, � �. F 111 i CJ . � � ��e� � ` k �� w � , -i , . � ,,,,� - i "f --°°'--1 � � n ,,,, � � - � � �� . - -r� � : r . � � I i i � l --� �`- � ` � � �, � � � �=.1 � � �_ i r fll � �t�i r^�� I ��I �� f�' � �xo ti /` n � � ��y I Rd � � "�( I �� r� y I � a f � ;7�-� I � 1 1� � k.:'�� s �` �� r i.. � ' � � ._u.., , , L . '_ �_ � o p tt �f a �—.��,..._ �� \� � � � I�� $? � �! � . � _ __G? 1 � _._ � r' I I, I',. ti.' _ I , � r � _��; - � .� .. �._.. ,� � �-.. � i �. , I � , �'!� � � -t-,T=r ;� ,y _ ��-._Cfl r�u� , � � y .r� � V �� I � f 1 `�"„' � , f �/ � .� t ]1! ' � - 111� �,� :� � , �! .r \ I i - f - _ ", i 1� I�i �l .��"�--'�; � .-.._ . �=�� r �rTl7� � � 7 L� 4�i � �_� � ' , �� - i � I I � �--- I� d� �. I, �1 - -L_ {y •�t� i. . . �4 i . �' i � r r T ft7�, -� ' s T ��r� � � �i �?--�,,� � � ' � � i � r � 8 ' - t ...� ', '� ` � � �?': I I A"s :N` � � �' -'!.! i y r � c � L]Li a ��;� j � � . �� l 1� p ' r :� 11 � I' �/"� ' i I. J--� i u u _, �_� I �'�;.� 4 -:. T 1 / � I '- \. .. t � p__�� '� � - r �\`�� '��1 ;�� - .�\ ��l �I�� i �.�: x ,,.,�� :�1^l 1 � `\\ `� l ' � ,.� 7- . ` :... ' � � ' I �'i ��. 1 .. �3 � { 'S_;� ��`� �q;J . j� i„ �-7 , � r I t I � � � � � � � �� '. � i �' ..�. � � � � �. � %' � � - „-.._ _ r� �-� "_ - �. � ' ` � ��`�7 � � � —a � _ . , � • � " - ' � � �� c �y . , � , V , ��. j' " � � "_... �. � � �,�`' � � �J �: �, 1� ,i � � , i; `Fe U6N5� ��° ' �— f �� '-�„ -� :��, � -,�; �, : � a � �• , ��,� � ' - �1 �^,��"� ��, %�i� \.-�' ,�.,,�<<�.� �� -- �,,�i . v �- i ?' s � � yi i.. �n�- � � _ ' y _ ._ - � � � � � � i � a � � ' � �,:�__! � o ; � ��.�'—� i .�� __� ��r �, �, "..�+ i' � � a � .. �� - � "''_,r. � i �> e . � �.- ; r� ' e' ! ,�' � �� .. `i`�. f f � / ` \' I �� /� _. _^ /� � ' .. � s /i---. r' � _/= � � .�✓�Qa�O�N .J i /� �� -_�� . /� ' --�J'� . ! _� ' j,. n � / -1 , _! �� a+ .: a'� ! � � � , .,,. F �iw�s'�#" .! I w�iriix+�saif a . 3 a� I � i 6� [/ yu [,c�.asrxe�nsnz�� , � ,rw++ 3�a�� m � o - - « -� J ! � q ? ? - yt�� R �03 _ � - +�TY1'h,�14#M11 � � 5 d .', � .^ - � I ' 'C,�, y�".M g c -i � �b a � ,. �'� ' ..,� a ��.€ ��.�. . n � z � , r � � c 3 c m < m � Z r _ � � a ° _ °' ° a. �- � � " � 3 3 m m m •� ' o x� � � � � o . � o � s s �, 3 y ' `�c a �_- � m = D ... _ 0 3 - ..� m N y � T� m _ a ? u �S� � F � _ vi , � � � a�� , �� - ,� p � - � �, ,� ,�� ,��% , :,� ��> ,. ��"' ti � � �;��..,�,��t�� . . ,, . 't` �� k \ t � . . �{ ��y � �� ''./�e� i. � � �� :� k, , �u � ' � � � r ; � � {� ;,. �� ,rt yp � , � � � � ��, � �. �� ' �� 4 A .. r �.� � ��4 � . . �.�T!,� Y. tUi p'y T e � r .' ,.+,...�4'; , i,i 1 e �� >�� i- � 9 � �="� � ` s.. '�� .d k � . � i : ` ° , x °'�",�'; a . 'l.l ��... ..._. lC C�i,l'�4��.'I�G��.+,<<L�:4La.t,�p. / � �:, .. . ` � � . � � . y��€� ,-.. � ,, . �.� .. �..� , , ,�.�. , �t . , �,�; ' � � � � - - . . �: —_.�_ �� T . ..� g �� ' � uw.,� . .. 1 , � .,,,� �..' � �.. 1� J l , - _ _ ,� -_ - x J�"�` . � -- - - �� i �-,.` � r � ,"� li - � �� a d � � � � — � � '� � � �� — _ ; �� M ca nhur8l'vtl� �' � .➢ � l W � �� .,; \.��:.'. . {.. � - "" � ',, � , � i i �� .��.� i � < Co � 'i�r� � �� N�nyress.Ave � '``� �j {� �r� ,,�.m _ � � ,. .�. — , . �.-, � r,.. � �� .�. . � �� '.:-�; � n � i, �, � : .��S�d ��_ rP� �. EampusDr ,,. '� /� I ��• __"`' F '�� J `�'� � - �m4i� � , .` a . „� � "`.v"' . c� � ✓` � ➢� � �- � �� i - � ".--� .�`` � � ,.'. , _� � , � _ Co .�� R._ " ' 'S -°/�.:, � N�^Hia�x�� P1� � �-.'f'„TM^"fa,, r �I . `*": .��,. � , {. _ '� x _ � �I., � _ �� --_ p �' .� �� i + a�o� � �. �. -�� '�� ,I �� n � � I I is - - � ��--- z /� � ::j� � °✓ , = I . W r � "1.�-..:iu , --� t x �� v�� = ��o nenry:Farms Rd �. ' � ' � -,� i ^ �'.� � � � ++ �+ - �.�''�' � „�-I � _ — � ., �„_ - -- � �� _�: �� d� � X. Y � '^ � 7 .' LLi.�.tul .� = z 3 n.., r J , + �. �, li � � � . '��.� . ..�} ° - t �� :-' . �_. /` -'.1 r , � r �� a `� � i '--.�.�u'�7 1 f ,rr � . .. � ,� ., � . � ; • � a ,� '� �-I ._�R '�- � � � �� _� � . IIII�-� � _ 'n "`; � II�, � , i �''_.�,_`L � � _ � _ti . , , � , , `'` 7 _ � � � .r `� �+�' N. - � � � ,. i �� / l - ��' � 01' EII on=Wilson'ntl �S � �� _ � s , � � � � . _ __ �. . �'_'^ �?�._ ^ f/ � � `USH � _ � l / n q -t .,y i� t' � ,,..r�' rr—�' I _ � — i'� , � 9h �y2y�`� � � i � F S . - • y � ' � � E ".� � � I �� . ..� � .- t � � �-, � � �� p�h' � etle a H�'Y�1 � �n�� `� 3�� .Ai��..�� ' g" ''do. �-- . •f"_ ' l �. . ' V � ..� � ,� . . ! � � �,ca 11� (,�� ' �' � ��? yvv� :t?�yj BI i i n � � `��^, r . 4.u��,. . . � �., �3� � t 1-S . � � � `il' � a� ti �� i �� »�� ` _ rrr t nm7,r, �^S r � � � - � s' a � . �� ,�s� t ��` .;-,,; � ��—�'�' ' . � 1N .\, � ,o f (�\�A ;i��`z.�0 _ - � �. {`��.i� � � �i�� / �' 1� �'� � � . � l 1 �` � il I<<� : � -- -� i_. „ -� � _,-- , - �� _ � , � � , � - �7 � \� � . �� —"�.�-- �,� �"`� � i i �1�1; ' Il I 717 �, 4 � �- - : �� 1 ;.., ��,.-� - f ,�s t i !. ! � __�� a'mo�aF,eva*e.ras+w�' � rin �� , .em�i�e..� � - � ,p � � ,.,� i � C. , �,,,�.�,-.,,..r� �„�•. ----� ��,�f -,.: ; �,��` R M #'q A ��s I � � � 3��;��'y; m N - _ +�:�-.:.R 1 _ r' ' . ��i��'ss ,2' � - Sa � - _,� �; m .,. c � a a LJ��' ': �• a v � a - N � � � < a W • `__ Z G, ' 3�� a r: m�� m � `w ;.. ZK� 5 'd� S � _ _ • April 3, 2002 Robert M.W. Shalhoub, Mayor Town of Lake Clarke Shores 1701 Barbados Road Lake Clarke Shores, FL 33406 Re: Town of Lake Clarke Shores Annexation Study Dear Mayor Shalhoub: Land Research Management, Inc. (LRM) is pleased to submit the revised Summary Report, entitled: "Town Of Lake Clarke Shores Annexation Area Study Waterside Estates And Waterside Plaza". The Full Report, containing complete data sets, analysis, and appendix, will be submitted under separate cover. The purpose of the Summary Report is to present our findings and conclusions • in a concise, objective manner so that the Town Council may use the results as a tool during its deliberations on the issue of annexation. As such, LRM has not included any recommendations as to whether or not the Town should proceed with the annexations. Rather, we have concentrated on the identification of issues to be addressed by the Council when deciding whether or not to proceed. Alternative annexation actions, as well as a discussion of key related issues, are presented on pages 18 through 24 of the following Summary Report. I am available at your convenience to discuss the Summary Report, or any issue related to annexation, further. Respectfully submitted, James P. Fleischmann Vice President . � • Annexation Requirements And Procedures Chapter 171 of the Florida Statutes prescribes the procedures that Lake Clarke Shores must follow in order to annex unincorporated lands. Waterside Estates likely would be annexed by referendum. The basic statutory provisions that apply are as follows: 1. An ordinance proposing to annex contiguous, compact, unincorporated area shalf be adopted by the Town, pursuant to the statutory procedures for adopting a non- emergency ordinance. 2. Following the final adoption of the annexation ordinance, it shall be submitted to a referendum vote of the registered electors of the area proposed for annexation. Lake Clarke Shores may also choose to submit the ordinance to a separate vote of the registered electors of the Town. If there is any majority vote against annexation, the ordinance shall not become effective, and the area proposed to be annexed shall not be the subject of an annexation ordinance for a period of 2 years from the date of the referendum on annexation. • 3. The adopted ordinance shall become effective ten days after the referendum, or as otherwise provided in the ordinance, but not more than one year following the date of the referendum. Waterside Plaza would likely be a voluntary annexation, pursuant to Chapter 171 of the Florida Statutes. Accordingly, the owner(s) of real property in an unincorporated area which is contiguous to Lake Clarke Shores, and reasonably compact may petition the Town for annexation. Upon determination by Lake Clarke Shores that the petition bears the signatures of all owners of the property in the proposed annexation area, the Town Council may, at any regular meeting, adopt a non-emergency ordinance to annex the property and redefine the boundary lines of the Town to include the property. Chapter 171 also contains a list of prerequisites to annexation, which includes the preparation of a study to assess the impacts of annexation upon the Town. The analysis includes the identification of the costs to provide services to the proposed for annexation area, as well as the sources of funding. The study is filed with the County Commission. • 1 � Annexation Polic Y The Town of Lake Clarke Shores, by Resolution 22 (December 5, 2000), has delineated a future annexation area. In descriptive terms, the future annexation area is _ bounded by the following: North - G51 Canal; South - 10 Avenue North; East - C-51 Canal and I-95; and West - Congress Avenue. The future annexation area comprises the area within which the Town of Lake Clarke Shores will consider annexation, provided that the requirements and standards of Chapter 171, Florida Statutes are met. Due to the relatively large size of the future annexation area, the Town Council has prioritized specific sub-areas for further study. Waterside Plaza, a large-scale commercial center, and Waterside Estates, a residential community are targeted for the initial annexation study. Waterside Plaza is located at the northeast corner of 10 Avenue North and Florida-Mango Road, while Waterside Estates is located to its immediate north. Study Area Profiles • Waterside Plaza is a 9.58 acre mixed-use commercial facility. The facility, constructed in 1980, has received approval is for 89,986 sq. ft. of commercial space. Based upon a recent field survey of Waterside Plaza, it is estimated that, of the total space, approximately 43,000 sq. ft., or 48% of the space is currently vacant. There are currently 19 businesses located in Waterside Plaza; 5 restaurants, 7 non- retail service businesses, and 7 retail merchants. A renovation program has recently been completed in an attempt to increase occupancy. The current Future Land Use Atlas (FLUA) designation (Palm Beach County) is C/8 (Commercial, with an underlying residential density of 8 units per acre). The current zoning designation is CG/SE ( General Commercial with a Special Exception for a large-scale shopping center). Water and sewer service are provided by the Village of Palm Springs. Drainage is accommodated by discharge to the Lake Worth Drainage District E-4 Canal. Waterside Estates is a gated-access townhome community developed in 1980 on 13.25 acres at a gross residential density of 11.77 units per acre. There are 39 residential buildings containing 4 two-story townhome units each, for a total of 156 dwelling units. In addition to the residential building area (4.68 acres), the community consists of the following components owned by the Waterside Estates Homeowners � 2 � Association, Inc.: 7.06 acres - buffer and right-of-way (i.e. access, parking, utility tract, and the abandoned Waterside Drive right-of-way); 0.91 acres - water management tract (i.e. retention pond); and 0.40 acres - outdoor recreation tract, including a swimming pool, restrooms, and storage. Residential units, owned in fee simple tenancy, are approximately 1,330 sq. ft. in size, and contain 2 bedrooms and 2.5 baths each. The Future Land Use Atlas (FLUA) designation (Palm Beach County) is HR 12 (High Density Residential, with a maximum density of 12 units per acre), and the zoning designation is RH(Residential High Density). Central water and sewer service is provided by the Village of Palm Springs, with connections to main lines located in Florida Mango Road via facilities in Waterside Drive. The secondary off-site drainage system is operated by Lake Worth Drainage District, with discharge to the L-10 Canal, located along the northern boundary of Waterside Estates. The internal circulation system, including Waterside Drive, is ` owned and maintained by the Waterside Estates Homeowners Association. According to the 2000 Census, there are 308 people residing in Waterside Estates. Further, according to the Palm Beach County Supervisor of Elections, there are currently 184 registered voters, representing 110 of the total of 156 units (i.e. 70.5% of the total). • Planning And Zoning Considerations Both Waterside Plaza and Waterside Estates are currently subject to the planning and land development regulatory controls of Palm Beach County. Upon annexation, the regulations of Lake Clarke Shores will eventually become effective. An issue to be addressed is the degree of compatibility between the regulations currently in effect with those of Lake Clarke Shores. A. Waterside Plaza Since Waterside Plaza is a shopping center whose scale, intensity of development and range of commercial tenants exceeds those currently located within Lake Clarke Shores, it is recommended that the Town create a new commercial land use category within the Comprehensive Plan, reflective of its character. Further, based upon a review of permitted and conditional uses, the Town's LC - Limited Commercial zoning district is not appropriate for Waterside Plaza. Rather, a new commercial district, more reflective of intensive shopping center facilities, should be created. � 3 � Until such time that appropriate land use and zoning designations are implemented, current Palm Beach County designations should remain in effect. Also, prior to annexation, a trained site planner should analyze the development characteristics of Waterside Plaza, as they relate to the Town's current land development regulations. The review will determine any non-conformities that need to be addressed during the preparation of the new zoning district regulations, as well as conformity with the Town's landscaping and signage regulations. B. Waterside Estates Waterside Estates is a multiple-family community whose density of development exceeds that of the maximum currently permitted by the Multiple-family land use category within Lake Clarke Shores. It is therefore recommended that the Town create a new residential land use category, reflective of the current density of Waterside Estates; 12 dwelling units per acre. Further, based upon a review of associated land development regulations, the Town's Multiple-Family Residential (MF) zoning district is not appropriate for Waterside Estates. Rather, a new residential district, and land development regulations, more reflective of the character of Waterside Estates, should be created. • Until such time that appropriate land use and zoning designations are implemented, current Palm Beach County designations should remain in effect. Also, prior to annexation, a trained site planner should analyze the development characteristics of Waterside Estates, in terms of the Town's current land development regulations. The review will determine any non-conformities that need to be addressed during the preparation of the new zoning district regulations, as well as conformity with the Town's landscaping and signage regulations. Provision Of Services A summary of services currently provided to Waterside Estates and Waterside Plaza, as well as how service provision would be affected by annexation, is presented in Table 1. Based upon a review of services, and service provider jurisdictions, the following services would remain unchanged if Waterside Plaza and Waterside Estates annex into Lake Clarke Shores: • 4 • TABLE 1 Provision Of Services Comparison - County Versus Town Jurisdiction Waterside Estates And Waterside Plaza A. Infrastructure Services Palm Beach County Lake Clarke Shores Off-site Lake Worth Drainage Lake Worth Drainage Stormwater Management District District Potable Water Palm Springs Palm Springs Sanitary Sewer Palm Springs Palm Springs Solid Waste Disposal Solid Waste Authority Solid Waste Authority Internal Circulation/Drainage Private Maintenance Private Maintenance B. Public Utilities Lake Worth Utilities Lake Worth Utilities • Electric Power Authority Authority Adelphia Cable Adelphia Cable Cable TV Entertainment Entertainment Telephone Bell South Bell South C. Public Safety Palm Beach County Town of Lake Clarke Police Sheriff Shores Fire Rescue/EMS Palm Beach County Palm Beach County D. Public Services Solid Waste Collection Waste Management, Inc. Town: Browning-Ferris Industries of Florida, Inc. Planning, Zoning, Building Palm Beach County PZB Town of Lake Clarke Department Shores General Government Palm Beach County Lake Clarke Shores Source: LRM, Inc.; March 2002. • 5 • Infrastructure Services: Off-site stormwater management (Lake Worth Drainage District); potable water and sanitary sewer (Palm Springs Water Utilities Department); solid waste disposal (Palm Beach County Solid Waste Authority); and internal circulation and drainage (private maintenance by Waterside Plaza and Waterside Estates). Public Utilities: Electric power ( Lake Worth Utilities Authority); cable TV (Adelphia); and telephone (Bell South). Public Safety: Fire protection and emergency medical service (Palm Beach County). Services affected by the annexation of Waterside Plaza and Waterside Estates are as follows: Public Utilities: The Town should determine whether or not Lake Worth Utilities Authority will remain the electricity provider. It is likely that providers will not be affected; however, taxes and fees associated with the use of electric power and telecommunications services may be impacted. Public Safety: Upon annexation, the Town of Lake Clarke Shores will provide • police protection services. Costs for the provision of police service, included within the Town's budget, may increase as a result of annexation actions. Public Services: Upon annexation, the Town of Lake Clarke Shores will provide general government, planning, building and zoning, and solid waste collection services. Generally, public services costs, included within the Town's budget, may increase as a result of annexation actions. However, certain fees (e.g. occupational licenses, filing fees, and building permit fees) are charged to defray associated costs. Fiscal Impacts Revenues can generally be classified as general fund or enterprise fund sources. General fund revenues are those which are used to finance the Town's daily operations, while enterprise funds are user charges which finance specific services (e.g. water and sewer service). A. Revenue Sources Summaries of tax and fee rates currently applicable to Waterside Plaza and Waterside Estates, versus those that would apply upon annexation are presented in Table 2. � 6 � TABLE 2 Comparison Of Tax And Fee Rates - County Versus Town Jurisdiction Waterside Estates And Waterside Plaza Tax or Fee Palm Beach County Lake Clarke Shores Ad valorem Property 19.9292 mills 25.2456 mills Tangible Personal Property 19.9292 mills 25.2456 mills Non-Ad valorem tax for solid $60.00 per year per unit None waste collection (Waterside Estates only) Non-ad valorem tax for solid $53.00 per year per unit $53.00 per year per unit waste disposal (Waterside Estates); $13,082 (Waterside Estates); per year (Waterside Plaza) $13,082 per year (Waterside Plaza) Non ad valorem tax for $33.00 per year per unit $33.00 per year per unit drainage (Waterside Estates); $330.50 (Waterside Estates); per year (Waterside Plaza) $330.50 per year (Waterside Plaza) � Electricity Utility Tax NA* None Bottled Gas 10% of first $4,000/mo. + None 2% of next $2,OOO.mo. + 1 % of amt. over $6,000/mo. Telecommunications Tax 5.62% 1.72% Electricity Franchise Fee NA** 6% of 90% of sales Bottled Gas None 6% of 90% of sales Occupational Licenses County Fee Schedule County Fee Schedule + Town Fee Schedule Building Permit Fees County Fee Schedule Town Fee Schedule *- Palm Beach County currently charges the following tax: 10% of first $4,000/mo. + 2% of next $2,OOO.mo. + 1% of amt. over $6,000/mo. However, the tax is not levied on Lake Worth Utilities Authority electricity sales in the unincorporated area. ** - Palm Beach County currently charges the following fee: 6% of 90% of sales for the first 11 months + 6% of sales in the 12 However, the tax is not levied on Lake Worth Utilities Authority electricity sales in the unincorporated area. Source: LRM, Inc.; March 2002. � � . • 1. Ad valorem tax: Ad valorem tax, or property tax, is based upon the taxabie value of real property, as established by the Palm Beach County Property Appraiser. An annual millage rate is applied to the taxable value of real property, less exemptions, in order to determine the amount of taxes due. The current tax rate for properties located in Lake Clarke Shores is 25.2456 mills. Of this total, the Town millage rate is 5.3164 mills. The balance (19.9292 mills) is the combined rate to fund services provided by the Florida Inland Navigation District, South Florida Water Management District, Palm Beach County School Board, and Palm Beach County Board of County Commissioners. An estimate of the property taxes that would accrue to the Town, in the event that the two properties are annexed, is as follows: Waterside Plaza -$15,949 per year; and Waterside Estates -$29,819 per year. The current taxable value ($3,000,000) of Waterside Plaza is depressed due to the low occupancy rate, and certain facility design considerations. However, based upon the value of improvements that have recently been made, and assuming full occupancy, the property tax potential of the facility is estimated at approximately $29,240 per year. 2. Tangible personal property tax: Tangible personal property • includes goods, personal property such as furniture, equipment, fixtures, and other articles of value capable of manual possession, as distinguished from real estate, and used for a commercial purpose. The Town's millage rate is applied to the taxable value of personal property in order to determine the amount of taxes to be paid by a business owner, including the owners of residential rental units. Tangible personal property taxes will be generated by the 43 rental units in Waterside Estates. Applying the current Town tax rate to the estimated tax base results in a total of $229 per year of personal property tax revenue. Tangible personal property taxes are also generated by the furniture, equipment, fixtures, etc. which are used by tenants and the owner of Waterside Plaza for commercial purposes. Applying the Town's current tax rate to the tax base provided by the Palm Beach County Property Appraiser's Office results in an estimated $3,179 per year of personal property taxes. Assuming that Waterside Plaza becomes fully leased, it is projected that personal property tax revenues accruing to the Town could increase to approximately $6,100 per year. • 8 � 3. Utilities Taxes And Fees: Pursuant to the Florida Statutes, municipalities may levy public service taxes (i.e. utility taxes on the purchase of electricity, metered or bottled gas, and water service). The tax may be levied only upon purchases made within the corporate limits, and not exceed 10% of the payments received by the seller of taxable item. Telecommunications services were previously an eligible service; however, the Communications Services Tax Simplification Law was recently implemented, creating a simplified state tax and a local tax. Rates for the local tax are set by the Town, with the objective that revenues will not exceed those previously collected under utility tax and franchise fee levies. Further, pursuant to the Florida Statutes, Lake Clarke Shores may grant exclusive franchises to private companies which provide certain utility services within the Town. In exchange, the Town may levy a fee upon purchases made within the corporate limits. The following observations are made, based upon a comparison of the various taxes and fees levied by Palm Beach County and Lake Clarke Shores: 1. Palm Beach County collects a utility tax on electricity and bottled gas. • However, according to the Tax Collector's Office, utility taxes are not collected on electricity sales by Lake Worth Utilities Authority in the unincorporated area. Lake Clarke Shores does not levy any utility taxes. 2. Palm Beach County collects a franchise fee on e�ectricity. However, according to the Tax Collector's Office, a franchise fee is not collected on electricity sales by Lake Worth Utilities Authority in the unincorporated area. Lake Clarke Shores collects a franchise fee on electricity and bottled gas. 3. Both Palm Beach County and Lake Clarke Shores collect local telecommunications tax revenues, although the County rate (5.62%) is considerably higher than the Town's (1.72%). Utility Taxes: A utility tax is generally levied on electricity charges and bottled gas purchases in the unincorporated area by Palm Beach County. However, since the County's electricity tax is tied specifically to Florida Power and Light (FPL) service, unincorporated areas served by Lake Worth Utilities Authority (LWUA) are not taxed. Lake Clarke Shores does not levy a utility tax. • 9 • Upon annexation into Lake Clarke Shores, residents of Waterside Estates and businesses in Waterside Plaza will continue to pay no utility taxes on electricity, nor will they pay utility taxes for bottled gas sales. Franchise Fees: A franchise fee is levied on electricity charges by Palm Beach County, while Lake Clarke Shores levies a franchise fee on both electricity charges and bottled gas sales. However, as with the utility tax on electricity sales, unincorporated areas served by LWUA do not pay an electricity sales franchise fee. The Lake Clarke Shores electricity franchise fee rate is 6% of sales. According to Ordinance 235 (November 28, 1986), FPL has a franchise for the provision of electricity in Lake Clarke Shores through the year 2016. Upon annexation, the issue of electric service provision should be addressed by the Town; should service to Waterside Estates and Waterside Plaza continue to be provided by LWUA, or should it be switched to FPL. If LWUA is to remain the provider, an ordinance should be considered, including whether or not a franchise fee should be enacted. An estimated $10,411 per year in franchise fee revenues could be generated by Waterside Estates. Further, an estimated $4,219 per year in franchise fee revenues could currently be generated by Waterside Plaza. Assuming full occupancy of Waterside Plaza, it is estimated that approximately $8,100 per year in electricity • franchise fees could be generated to the Town. Franchise fees on bottled gas in Lake Clarke Shores comprise a small source of revenue. It is estimated that the annexations will result in an additional $225 per year of bottled gas franchise fee revenue for the Town. Telecommunications Tax: Palm Beach County currently charges a rate of 5.62% of sales, while Lake Clarke Shores charges a rate of 1.72%. Due to the difference in tax rates, upon annexation into Lake Clarke Shores, telecommunications tax payments will decline for households in Waterside Estates and tenants in Waterside Plaza. An estimated $12,204 per year in local communications services tax revenues is currently generated to Palm Beach County by Waterside Estates. Upon annexation into the Town, revenues generated by Waterside Estates would decline to an estimated $3,744 per year due to the difference in tax rates. Assuming the average monthly charge, and applying the County's tax rate, results in an estimated $4,485 per year in local communications services revenues generated by Waterside Plaza. Further, assuming full occupancy, it is estimated that approximately $8,600 per year in local communications services tax revenues could be generated. • 10 • Upon annexation into the Town, current tax revenues generated by Waterside Estates would decline to an estimated $1,373 per year due to the difference in tax rates. Assuming full occupancy, it is estimated that approximately $2,600 per year in local communications services tax revenues could be generated. 4. Other Charges and Fees: Occupational License Fees: Under Florida law, both the counties and municipalities may levy occupational license taxes. If a business is located within Lake Clarke Shores, both a county and a Town occupational license must be issued. Revenues generated by Lake Clarke Shores occupational license fees are retained by the Town. Upon annexation, each business in Waterside Plaza must obtain an occupational license from Lake Clarke Shores. The application of the Town's fee structure to the current tenant roster of Waterside Plaza results in an estimated $1,920 per year in occupational license fee revenue. The number and type of future businesses will determine the amount of additional occupational license fee revenue that will be generated upon full occupancy. Further, a 20% share of the occupational license fees collected by Palm Beach County are distributed to municipal governments, based upon population. The increase � in the population of Lake Clarke Shores (i.e. 308 residents) resulting from the annexation of Waterside Estates will result in a projected increase in the county occupational license fee disbursement to the Town of approximately $930 per year. Building Permit Fees: Under Florida law, both the counties and municipalities may levy building permit fees to defer the costs of implementation and enforcement of adopted building codes. If a construction project is located within a Lake Clarke Shores, the Town issues a permit and collects the fee. Both Waterside Plaza and Waterside Estates are fully developed. However, pursuant the Town code, in addition to new construction, a building permit is required for each of the following activities: Enlargements; alterations; repairs; demolitions; change in occupancy of a building or structure; tree removal (i.e. trees of at least five inches in diameter); installation of fire extinguishers; etc. The Town's building permit fee rates are higher than those of the County's. For example, the building permit fee for an alteration valued at $100,000 would be $2,100 in Lake Clarke Shores, and $1,100 in the unincorporated area. • 11 • Other Land Development Permit Fees: The Town can charge additional fees and costs for following: Certificate of zoning compliance; rezoning and special exception approval; site plan review; variances and exceptions; master plan approval; plat approval; dredge, fill, and excavation approval; landscape plot plan approval; and construction plan approval. These approvals are normally associated with new development activities, as opposed to existing projects. As a result, little, if any, revenue is expected to be generated by Waterside Plaza and Waterside Estates from these sources. 5. Intergovernmental: Intergovernmental revenues are those which are generated by county, state, or federal actions, and allocated to local governments, including: State revenue sharing; sales tax and gas tax distributions; and grants. The municipal portion of county occupational license revenues, discussed above, is also classified as an intergovernmental revenue. State Revenue Sharing: Normally, if the population of a municipality increases, so does state revenue sharing. However, according to the Florida Department of Revenue, and due principally to a reduction in revenues collected by the State of Florida, the annexation of Waterside Estates and Waterside Plaza will have no effect upon the amount of state revenue sharing funds allocated to Lake • Clarke Shores. One-Half Cent Sales Tax: The Florida Department of Revenue estimated that intergovernmental revenue from this source will increase by $24,278 per year as a result of the annexation of Waterside Estates. Motor Fuel Tax: Based upon direction from the Florida Department of Revenue, it is estimated that intergovernmental revenue to the Town from this source will increase by $9,313 per year as a result of the annexation of Waterside Estates. B. Elements Of Cost In addition to generating revenues, annexed areas will require Town government services. Additional service responsibilities may require increased expenditures on the part of Lake Clarke Shores. Potential Town expenditures are of three general types; personal services (salaries, including benefits, and fees for permanent professional consultants and contractors); operating expenses, and capital expenditures. Personal service costs are the most critical to analyze. In addition to these annual costs, necessary capital improvements and other non-recurring costs, such as the completion of annexation, comprehensive plan, and zoning requirements need to be identified. . 12 • 1. Annual Costs Discussions with department heads were completed as a means to assess the probable impacts of annexing Waterside Plaza and Waterside Estates upon the Town's operations. Town Council: It is concluded that the annexation of Waterside Estates and Waterside Plaza will have no effect upon the Town Council budget. Administration: It is concluded that the annexation of Waterside Estates and Waterside Plaza will have no effect upon the Administration department staff level. Finance: It is concluded that the annexation of Waterside Estates and Waterside Plaza will have no effect upon the Finance department staff level. Legal: It is concluded that the annexation of Waterside Estates and Waterside Plaza will have no effect upon the Legal department staff level. General Government: The General Government department is where garbage collection, weed control, general repair and maintenance, lawn • maintenance, vehicle maintenance, and miscellaneous professional services expenses are accounted for. Garbage collection, weed control, and lawn mowing services are provided by contract. It is assumed that the weed control expense will not be affected by the annexations, as the lake at Waterside Estates is privately maintained. Further, it is assumed that the Town's lawn mowing expense will not increase. Based upon the contract with BFI, Inc., the Town's annual garbage collection expense will increase by $26,770 (i.e. $14.30/unit/month) to service Waterside Estates. Waterside Plaza, a commercial use, will be served by a separate contract; therefore, the Town's expense will not increase. Law Enforcement: The Lake Clarke Shores Police Department completed a study of police service calls within Waterside Estates and Waterside Plaza during the past two years. Based upon the study, it is concluded: (1) If Waterside Estates alone is annexed, then no additional police officers are required; and (2) if Waterside Estates and Waterside Plaza are both annexed, then one additional full-time sworn law enforcement officer will be required. The estimated cost to the Town is approximately $40,000 per year, including salary and benefits. An additional $3,000 will be initially required for uniforms, radio, service handgun, accessories, and all other related equipment. • 13 � Protective Inspections: The department administers the following programs: Building permits; code administration and enforcement; occupational licenses; and alarm permits. The building permit and code enforcement inspection functions are contracted to a professional firm in the amount of $25,000 per year. Protective Inspections costs will increase as a result of any building or code enforcement activity within Waterside Estates and Waterside Plaza. The amount of cost increase cannot be determined at this time; however according to staff, revenues generated from fees normally account for costs associated with plan review and inspections. Roads And Streets: All interior drives, parking areas, common area lighting, and drainage facilities within Waterside Estates and Waterside Plaza are privately owned and maintained. As a result, It is concluded that the annexation will have no effect upon the roads and streets budget. Parks And Recreation/Special Events: It is concluded that the annexation of Waterside Estates and Waterside Plaza will have no effect upon the Parks and Recreation budget. � Water And Sewer: Based upon the conclusion that water and sewer service will continue to be provided by the Village of Palm Springs, it is further concluded that the annexation of Waterside Estates and Waterside Plaza will have no effect upon the Water and Sewer budget 2. Non-Recurring Costs Throughout the course of this study, several actions are discussed which will result in expenditures on the part of Lake Clarke Shores should the annexations of Waterside Estates and Waterside Plaza be pursued. The following is a summary of these actions. Chapter 171 Annexation Report: Prior to annexing, the Town must prepare and submit to the Palm Beach County Board of County Commissioners a report meeting the requirements of Chapter 171.042 (1), Florida Statutes. Separate reports should be completed and submitted for Waterside Estates and Waterside Plaza. The cost of preparation is estimated at $1,000 per report. Site Inspections: Prior to annexation, it is recommended that Waterside Estates and Waterside Plaza be inspected to determine the following: (1) Compliance with the Town's land development regulations; and (2) evidence of existing � 14 • code violations. The inspections will provide the basis for drafting comprehensive plan and zoning code amendments without creating non-conforming uses, and determine a baseline of code compliance within each area. The cost of completing the study is estimated at $3,000.00 for Waterside Estates and $5,000.00 for Waterside Plaza. Annexation Ordinance: Initially, separate annexation ordinances for Waterside Estates and Waterside Plaza must be adopted. Two advertised public hearings per ordinance must be held prior to adoption. The total cost to prepare and adopt each ordinance is estimated at $2,820.00. Referendum Election: It is assumed that a referendum election will be required for the annexation of Waterside Estates, and that Waterside Plaza will be a voluntary annexation. In addition to the required referendum, Lake Clarke Shores may decide to submit the ordinance of annexation to a separate referendum of the registered voters of the Town. The cost of a referendum election is estimated at approximately $1,000.00. Comprehensive Plan Amendment: Each annexation will require two comprehensive plan amendments; one creating an appropriate future land use category, and a second assigning a future land use category to the annexed area. However, the total of four amendments can be accomplished in one amendment package, thus minimizing advertising and public hearing requirements. The cost of • preparing and adopting the amendment package is estimated at approximately $8,500.00. Zoning Amendment: Each annexation will also require two zoning amendments; one creating an appropriate zoning district, and a second assigning a zoning district to the annexed area. The amendments can be accomplished in three packages; a single code amendment creating two new zoning districts, and separate amendments assigning a zoning district to each annexed area. The combined cost of preparing and adopting the amendment packages is estimated at approximately $6,300.00. D. Fiscal Impact Analysis The fiscal impact of the annexation of Waterside Estates and Waterside Plaza is defined as the revenues generated to the Town by the properties, less the initial costs of annexation, and the continuing costs to provide municipal services. No capital costs have been identified. • 15 • An estimate of the annual impact of tax, fee, and intergovernmental revenues is presented in Table 3. All population-based revenue sources are credited to Waterside Estates. From Table 3, aggregate revenues generated from the annexation of Waterside Plaza and Waterside Estates are projected at $105,287 per year. Revenues generated by Waterside Plaza will likely increase, as occupancy increases. It should be noted that revenue estimates presented in Table 3 are based upon the assumption that Lake Clarke Shores will institute a franchise fee on electricity provided by Lake Worth Utilities Authority. An estimate of the annual cost of municipal services is presented in Table 4. All General Government (garbage collection) services costs are allocated to Waterside Estates, while all Law Enforcement (police protection) services costa are allocated to Waterside Plaza. From Table 4, aggregate annual municipal service costs generated by the annexation of Waterside Plaza and Waterside Estates are projected at $66,770 per year. TABLE 3 Estimate Of Increase In Annual Town Revenues Due To Annexation Waterside Estates And Waterside Plaza • Revenue Source Waterside Plaza ($/yr.) Waterside Estates ($/yr.) Real Property Tax 15,949 29,819 Personal Property Tax 3,179 857 Telecommunications Tax 1,373 3,744 Electricity Franchise Fee* 4,219 10,411 Gas Franchise Fee 0 225 Occupational Licenses 1,920 0 Building Permit Fees NA NA Intergovernmental 0 33,591 Total 26,640 78,647 *- Assumes that Lake Clarke Shores will award a franchise to Lake Worth Utilities Authority to provide electricity to Waterside Estates and Waterside Plaza. Source: LRM, Inc.; March 2002. • 16 • Table 4 Estimate Of Increase In Annual Town Costs Due To Annexation Waterside Estates And Waterside Plaza Town Department Waterside Plaza ($/yr.) Waterside Estates ($/yr.) Town Council 0 0 Administration 0 0 Finance 0 0 Legal 0 0 General Government (1) 0 26,770 Law Enforcement (2) 40,000 0 Protective Inspections (3) 0 0 Roads & Streets (4) 0 0 Parks & Rec./Events 0 0 Water & Sewer (5) 0 0 • Totals 40,000 26,770 Footnotes: (1) - It is assumed that Waterside Plaza will contract directly with a hauler. (2) - Ref: Lake Clarke Shores Police Department Police Service Calls Annex Studv; 2002. (3) - Some annual permit and code enforcement costs will be; however, the Town Protective Inspections department indicates that revenues generally offset costs. (3) - Includes regular salaries, overtime, State Incentive Pay, FICA, Medicare taxes, pension, insurance, Worker's Compensation, and Unemployment Compensation. (4) - It is assumed that all streets and drainage systems will continue to be privately maintained. (5) - It is assumed that water and sewer service will continue to be provided by Palm Springs, with no change in the current billing procedure. Source: LRM, Inc., March 2002. • 17 • An estimate of the non-recurring (i.e. one-time) costs of annexation is presented in Table 5. From Table 5, aggregate annual municipal service costs generated by the annexation of Waterside Plaza and Waterside Estates are projected at $31,440. There are some economies of scale, principally in ordinance preparation and advertising savings that will be realized if the two properties are annexed at the same time. Table 5 Estimate Of Non-Recurring Town Costs Due To Annexation Waterside Estates And Waterside Plaza Item Waterside Plaza ($) Waterside Estates ($) F.S. 171 Annexation Report 1,000 1,000 Site Inspection 5,000 3,000 Annexation Ordinance 2,820 2,820 Referendum Election 0 1,000 Comp. Plan Amendment (1) 4,250 4,250 Zoning Amendment (2) 3,150 3,150 • Police Equipment 3,000 0 Totals 19,220 15,220 Footnotes: (1) - If annexed separately, the cost is $6,050 per property. (2) -.If annexed separately, the cost is $ 3,670 per property Source: LRM. Inc., March 2002. Conclusion Based upon the above analysis, there are two current potential annexation scenarios which could occur involving Waterside Estates and Waterside Plaza: A. Jointly Annex Waterside Estates And Waterside Plaza If this alternative occurs, it is estimated that annual revenues accruing to the Town will total $105,287, while annual service costs will increase by $66,770; an annual net cash flow of $38,617. One-time costs of annexation are estimated at $34,440. • 18 � Comparisons of annual expenses for a househoid, with and without a homestead exemption in Waterside Estates, are presented in Tables 6 and 7. These tables present estimates of annual expenses prior to (i.e. "County Location") and after the annexation (i.e. "Town Location") of Waterside Estates. A comparison of the annual expenses incurred jointly by the tenants and owner of Waterside Plaza is presented in Table 8. This table presents estimates of annual expenses prior to (i.e. "County Location") and after annexation (i.e. "Town Location") of Waterside Plaza. B. Annex Waterside Estates Waterside Estates can be annexed separately, since it is currently contiguous to Lake Clarke Shores. If this alternative occurs, it is estimated that annual revenues accruing to the Town will total $78,647, while annual service costs will increase by $26,770; an annual net cash flow of $51,877. One-time costs of the separate annexation are estimated at $17,540. At the present time, Waterside Plaza cannot be annexed without Waterside Estates, since it is not contiguous to Lake Clarke Shores. However, Waterside Plaza could be separately annexed in the future, provided that Waterside Estates is within the Town limits. • The current depressed revenue potential of Waterside Plaza is due to two factors: (1) The relatively low current taxable value (i.e. $3,000,000) of the facility, as assigned by the Palm Beach County Property Appraiser; and (2) the projected increase in associated Law Enforcement costs. Both of these circumstances can change in the future, and effect the estimated fiscal impacts of annexation. As a result, if the separate annexation of Waterside Plaza is considered in the future, a new fiscal impact analysis should be prepared. For example, assuming full occupancy, It is estimated that Town revenues from Waterside Plaza can increase to as much as $49,800 per year, as illustrated in Table 9. Summary Of Issues Throughout the course of this analysis, the following issues have been identified which should be considered by the Town: 1. Should the annexation ordinances be submitted to a referendum of the registered voters of the Town? If the question of annexing Water Waterside Estates is submitted to a referendum of its registered voters, the Town may also elect to submit the issue to a Town-wide referendum. In this case, the referendum must pass both elections to become effective. � 19 � TABLE 6 COMPARISON OF ANNUAL EXPENSES OWNER-OCCUPIED UNIT WITH A HOMESTEAD EXEMPTION WATERSIDE ESTATES Annual Expense County Location Town Location Ad valorem property tax $565 $715 Personal property tax $ 0 $ 0 Non ad valorem tax Solid waste disposal $ 53 $ 53 Non ad valorem tax Solid waste collection $ 60 $ 0 Non ad valorem tax Drainage $ 33 $ 33 Utility Tax Electricity $ 0 $ 0 Utility Tax Bottled gas $ 0 $ 0 Telecommunications Tax $ 78 $ 24 � Electricity Franchise Fee $ 0 $ 67 Water And Sewer Charges $ 0 $ 0 Total Annual Costs $789 $892 NOTES: Assessed value of $53,388; homestead exemption of $25,000; taxable value of $28, 338. County ad valorem tax rate - 19.9393 mills; Town ad valorem tax rate of 25.2557 mills. No County utility tax on LWUA. Town has no utility tax. No County franchise fee on LWUA. Assumes Town will enact franchise fee. County telecommunications tax rate of 5.62%; Town telecommunications tax rate of 1.72% (telephone, long-distance service, CATV, direct TV, cellular phone). Water and sewer charges assumed to be unaffected by the location. Source: LRM, Inc.; March 2002. � 20 • TABLE 7 COMPARISON OF ANNUAL EXPENSES OCCUPIED UNIT WITHOUT A HOMESTEAD EXEMPTION WATERSIDE ESTATES Annual Expense County Location Town Location Ad valorem property tax $1,064 $1,347 Personal property tax $ 0 $ 0 Non ad valorem tax Solid waste disposal $ 53 $ 53 Non ad valorem tax Solid waste collection $ 60 $ 0 Non ad valorem tax Drainage $ 33 $ 33 Utility Tax Electricity $ 0 $ 0 Utility Tax Bottled gas $ 0 $ 0 Telecommunications Tax $ 78 $ 24 • Electricity Franchise Fee $ 0 $ 67 Water And Sewer Charges $ 0 $ 0 Total Annual Costs $1,288 $1,524 NOTES: Assessed value of $53,388; homestead exemption of $25,000; taxable value of $28,338. County ad valorem tax rate - 19.9393 mills; Town ad valorem tax rate of 25.2557 mills. No County utility tax on LWUA. Town has no utility tax. No County franchise fee on LWUA. Assumes Town will enact franchise fee. County telecommunications tax rate of 5.62%; Town telecommunications tax rate of 1.72% (telephone, long-distance service, CATV, direct N, cellular phone). Water and sewer charges assumed to be unaffected by the location. Source: LRM, Inc.; March 2002. • 21 � TABLE 8 COMPARISON OF ANNUAL EXPENSES WATERSIDE PLAZA Annual Expense County Location Town Location Ad valorem property tax $59,788 $75,737 Personal property tax $11,915 $15,094 Non ad valorem tax Solid waste disposal $13,082 $13,082 Contrract Solid waste collection $ 3,746 $ 3,741 Non ad valorem tax Drainage $ 331 $ 331 Utility Tax Electricity $ 0 $ 0 Utility Tax Bottled gas $ 0 $ 0 Telecommunications Tax $ 4,485 $ 1,373 Electricity Franchise Fee $ 0 $ 4,219 i Water And Sewer Charges $ 0 $ 0 Total Annual Costs $93,347 $113,577 NOTES: Assessed value of $53,388; homestead exemption of $25,000; taxable value of $28,338. County ad valorem tax rate - 19.9393 mills; Town ad valorem tax rate of 25.2557 mills. No County utility tax on LWUA. Town has no utility tax. No County franchise fee on LWUA. Assumes Town will enact franchise fee. County telecommunications tax rate of 5.62%; Town telecommunications tax rate of 1.72% (telephone, long-distance service, CATV, direct TV, cellular phone). Water and sewer charges assumed to be unaffected by the location. Source: LRM, Inc.; March 2002. � 22 • TABLE 9 Estimate Of Increase In Annual Town Revenues Due To Annexation Waterside Plaza At Full Occupancy Revenue Source Waterside Plaza ($/yr.) Real Property Tax* 29,240 Personal Property Tax 6,100 Telecommunications Tax 2,600 Electricity Franchise Fee** 8,100 Gas Franchise Fee 0 Occupational Licenses 3,690 Building Permit Fees 0 Intergovernmental 0 Total 49,730 • �- Assumes a taxable value of $5,500,000. ** - Assumes that Lake Clarke Shores will award a franchise to Lake Worth Utilities Authority to provide electricity to Waterside Estates and Waterside Plaza. Source: LRM. Inc.; March 2002. The option of submitting the question of annexing Waterside Plaza to a Town- wide referendum is not addressed by the Florida Statutes. If the Town is interested in this option, it is recommended that a legal opinion be sought regarding the effects of such a referendum on the Council's ability to annex the facility by ordinance. 2. Due to the physical characteristics of Waterside Estates and Waterside Plaza, in relation to the Town's planning and land development regulations, the following actions should occur: (1) Revise the Comprehensive Plan to include appropriate new future land use categories; and (2) revise the zoning code to include appropriate new zoning districts, including land development regulations. 3. Determine whether or not to maintain the water and sewer billing procedure currently in effect for Waterside Estates and Waterside Plaza. In order for the billing procedure to change: (a) Master water meters would need to be installed for Waterside • 23 • Estates and Waterside Plaza; and (b) a procedure to separately bill for sanitary sewer service would have to be instituted. 4. Lake Worth Utilities Authority (LWUA) currently provides electric power to Waterside Estates and Waterside Plaza, and residents and businesses currently do not pay a franchise fee. Florida Power and Light (FPL) has a franchise for the provision of electricity in Lake Clarke Shores through the year 2016. Upon annexation, the following issues of electric service provision should be addressed by the Town: (a) Must service to Waterside Estates and Waterside Plaza continue to be provided by LWUA, or can it be switched to FPL?; and (b) If LWUA is to remain the provider, should an additional franchise be enacted, including a franchise fee? • � 24 • � � • PROJECT UNDERSTANDING & APPROACH And TEAM MEMBER RESUMES � � � PROJECT UNDERSTANDING/APPROACH A. Planning Services Contract Approach: For its current planning services contracts, LRM normally negotiates an initial general services contract with the client which outlines services to be performed and hourly rates to be applied to specific categories of work, including: Field work; research and analysis; report writing; graphics and mapping; and attendance at public meetings. Hourly rates range from $75.00 per hour (field work) to $150.00 (attendance at public meetings). Once the general continuing services contract has been finalized, specific jobs are commissioned by a purchase order, which has an associated specific scope of services; time-frame, budget and list of work products. Budgets are either fixed-fee or time and materials with an upset total. Both fixed-fees and upset totals are determined based upon estimates of hours involved at hourly rates (see above) for various proposed services. LRM normally bills its municipal clients on a monthly basis, based upon a psrcentage of the project scope completed, or hours worked. � As mentioned earlier, LRM has several sub-contractors, primarily in the areas of database presentation, GIS and mapping, that are available on a job basis. Sub-contractors are included, if necessary, at the time of purchase order negotiation. By operating in this manner, LRM is able to maintain low operating expenses, the savings from which are passed on to the client via its hourly rate structure. LRM is normally able to commence work immediately upon receiving an order to proceed from its clients therefore expediting project completion. B. Project Team Organization and Approach For the Strategic Annexation Plan Analysis, Jim Fleischmann of LRM will act as project manager and principal author. It is anticipated that LRM will sub-contract portions of the work in the areas of data base construction and management and mapping. LRM's primary subcontractors in these areas include Tom Sullivan (GIS and data base construction and management) and James Gammack-Clark (GIS and computer mapping), Instructor in the Geosciences Department of Florida Atlantic University. Resumes of the above individuals are attached. � 1 • Mr. Gammack-Clark was formerly employed by the Palm Beach County Planning Division and previously advised the Village of Tequesta regarding their annexation options, including the preparation of annexation area maps. His previous work is available for our use on this project and will assist in reducing costs. LRM has the resources to perForm the proposed scope of services, and is committed to complete the project within the time-frame and budget negotiated with the Village. In order to complete the proposed scope of services, LRM anticipates that Mr. Fleischmann will commit 50% - 60% of his time, and Mr. Gammack- Clark and Mr. Sullivan will commit between 10% - 20% of their time. Samples of similar previous work completed by LRM are included in Tab 1 and team member resumes are included in Tab 2. Previous work activities in Palm Beach County have been oriented to preparing strategic annexation plans (i.e. Optional Annexation Elements for the North Palm Beach and Lake Clarke Shores Comprehensive Plans) and detailed annexation assessments for Lost Tree Village and Waterside Estates and Waterside Plaza (Ref: Tab 1). • C. Project Scope and Approach Introduction. The following detailed scope of services is presented to provide the Village of Tequesta with a comprehensive analysis of its annexation opportunities and constraints. The scope is presented in a manner such that the Village can prioritize those services which are most desired and match them with available funds. The following proposed services assume a Village-wide geographical scope; however, services can be applied geographically (i.e. a priority annexation area as opposed to a Village-wide scope) as a means of conserving Village funds, while obtaining meaningful results. Scope of Services: The scope of services is organized into three essential work tasks; data collection, analysis, and recommendations. Task 1: Data Collection 1.1 - With the assistance of Village staff, define and map the Village's Annexation Study Area. 1.2 — Create a parcel data base for the Annexation Study Area consisting of the following: PCN; Address and Owner; Acres; Existing Land Use and • Square Footage or Dwelling Units; Future Land Use and Zoning Designations; Taxable Value; and Registered Voters. 2 • 1.3 — Compare and contrast Palm Beach County versus Tequesta future land use designations and zoning regulations within the Annexation Study Area. 1.4 — Prepare a discussion of how municipal services are provided within the Annexation Study Area, focusing upon the differences with services provision within the Village. 1.5 — Prepare a written summary of: (1) municipal annexation alternatives permitted by F.S. Chapter 171 and Palm Beach County's Annexation Ordinance; and (2) the characteristics of "enclaves" versus "pockets", including any constraints upon annexation actions imposed by such areas. 1.6 — Based upon a review of Village planning documents and/or discussions with staff, outline Tequesta's current/historical annexation policy. 1.7 = Inventory and compare Village and County fee and tax rates for various services provided. Task 2: Analysis • 2.1 — Characterize properties within the Annexation Study Area, and define and profile, as appropriate, Annexation Sub-Areas using data collected in Tasks 1.1 and 1.2. Profiles will include the provision of municipal services and planning and zoning considerations. 2.2 — Based upon the results of Task 1.5 and discussions with Palm Beach County staff, define enclaves and pockets within the Annexation Study Area. 2.3 — Based upon the results of Tasks 1.2, 1.5 and 2.2, identify alternative methods of annexation for the various Annexation Sub-Areas. 2.4 — Using data from Tasks 1.2 and 1.7, prepare examples of annual homeowner/property owner costs to remain in the unincorporated area versus annex to the Village. 2.5 — Characterize recurring and non-recurring costs to the Village associated with the alternative annexation methods identified in Task 2.3. Task 3: Conclusions/Recommendations 3.1 — Prepare a database for use by the Village in its consideration of future annexation actions. • 3 • 3.2 — Prepare a written report which summarizes the alternative methods of annexation for the various Annexation Sub-Areas, including a discussion of opportunities and constraints for each. 3.3 — Prepare a recommended annexation policy for incorporation within the Village's Comprehensive Plan. 3.4 - Present Strategic Annexation Plan Analysis findings and conclusions to the staff, Village Council and boards/commissions, as directed by the Village Manager. D. Project Budget and Approach The budget for completing the above proposed scope of services is $25,000, according to the following Task distribution: Task 1-$12,000; Task 2-$6,000; and Task 3-$7,000. Work previously completed by Palm Beach County will be used to the extent possible. Work products will be appropriate for use in potential future work activities, including required annexation reports for future related actions and a potential Interlocal Services Boundary Agreement (ISBA), if that is the direction selected by the Village. • � 4 • ( James P. Fleischmann EDUCATION: M.S. Degree - Urban and Regional Planning (1973) B.S. Degree - Urban and Regional Planning (1968) Michigan State University PROFESSIONAL EXPERIENCE: 1983 - Present Land Research Management, Inc.; West Palm Beach, FL � Vice President Directs municipal planning and market analysis efforts of the firm. Principal author and project manager of market feasibility analysis for real estate developers and housing studies and expert witness services for government agencies. Principal consultant to local governments in the preparation of comprehensive plans (Chapter 163), comprehensive plan amendments, land development regulations, evaluation and appraisal reports (EAR), and economic development studies. I i 1974 - 1983 Area Planning Board of PBC; West Palm Beach, FL i Principal Planner I • Urban Planner, Senior Planner, and Project Manager for a variety of countywide and municipal projects. Prepared municipal comprehensive plans, a countywide growth management plan, and a conceived a � management system and public participation program for the Area wide Waste Treatment Management (208) Plan. 1973 - 1974 Toledo Metropolitan Area Council of Governments; Toledo, OH Assistant Planner Contributed to the preparation of a regional growth policy for the Toledo, Ohio metropolitan area. I AFFILIATIONS: � 1979 Charter Member, American Institute of Certified Planners (AICP) (no longer active member) 2000-Present Commissioner, Town of Jupiter, Florida Planning/Zoning Commission 1982-Present President, Palm Coast Michigan State University Alumni Club 1984-Present Member, Palm Beach County Planning Congress 1969-71 United States Army, Honorable Discharge � i • � 305 Brigadoon Cir Leesburg FL 34788 � THOMAS J. SULLIVAN 561-244-8317 thomas.suilivan2@gmail.com EXPERIENCE Consultant, Palm Beach County and Leesburg, Florida August'[999 to present General consulfing in urban planning, GIS mapping, database, scheduling, and market studies ♦ Consultant work for Land Research Mgt. and other planning firms ♦ Market studies for office, retail and resort developments; using databases, Crystal reports, and GIS (ArcView, ArcGIS, Manifold GIS); including SQL database analysis of Palm Beach County property data for market studies. ♦ Created a real estate (property file) database application from Palm Beach County property appraiser data for use by several local pfanning consultants ♦ Pubiic Concepts LLC — West Palm Beach, FL ♦ Florida voter registration district profiles - analysis maps and reports for congress, state house and senate races for 2002-2008 elections ♦ Zabik & Associates — Royal Palm Beach, FL ♦ Project scheduling and tracking consultant on four school projects for Weitz Company. ♦ Work on Palm 8each Community College location study for new campus. ♦ Developed five state voter databases (MS Sql Server), wrote reports for each m MS Reporting Services (NY, PA, OH, GA, NC) General Roofing Services, Pompano Beach, Florida Systems Analyst — May 1997 to August 1999 Project Manager providing computers, servers, and soffware for 20 new branch offices throughout the United States. ♦ Coordinated with 20 office managers and with installation consuftants on network needs and costs; timing and arrangements for installation and testing computers and servers; translation � and transfer of existing data, and training users. General office tasks ♦ Systems and product research, specification, selection, and systems and procedures ♦ Compiled Standard Operating Procedures for all company operations School Board of Palm Beach County, West Palm Beach, Florida Specialist for Computer Assisted Planning — July 1979 to May 1997 Responsible for project management scheduling and tracking of major school construction ♦ Specified and selected two geographic information systems: one for planning school locations and boundaries, and a second for school bus routing ♦ Managed computer, server and network upgrades for three departments (planning, design, and school construction) and 100 users, managed user support and PC maintenance for those departments. ♦ Worked on general planning data for the district — assembled, maintained and published data on district growth, facility needs, and capital improvement planning. ♦ Selected the pro�ect management system (Primavera), created and administered project management sc�edule for a major construction program ($800 million — 7 year plan) ♦ Created preliminary estimate for the 7-year plan including monthfy cash flow model; created construction schedule in Primavera for 120 major projects. ♦ Worked on complete inventory of all District campuses, buildings, and rooms including the database and floor plan drawings of afl facilities (started in 1979 with 70 schools, ended in 1997 with 140 schools) Pfanning Department of Palm Beach County, Florida Senior Planner — February 1977 to June 1979 Sfaff fo the planning department tasked with developing a comprehensive plan , ♦ Lead planner in quantifying Land Use Plan effects for the entire counfy area, including effects ' of cities' growth plans; determined acreage by land use plan categories by traffic zone. ♦ Generated data for input to the Transportation Plan modeling the major road network needed ' to accommodate growth and development for the entire county; converted the land use acreage data into housing, population, retail, industrial, and employment quantities. i � • 9280 KETAY CIRCLE • BOCA RATON • FLORIDA • 33428 PHONE (561) 900 4582 • E-MAIL JGAMMACK@FAU.EDL' JAMES GAMMACK-CLARK SKILLS ■ Quickly leaxn and apply new concepts and Techniques ■ Excellent intex-personnel skills (team-playex) ■ Self-Startex • Strong work-ethic ■ Excellent Management capabilities EDUC�ITION December2001 Florida Atlantic University, Boca Raton, FL. Mastex of Arts, Majox in Geography. GPA 3.89 May 2000 Florida Atlantic University, Boca Raton, FL. Bachelor of Arts, Major in Geography, Minor in Geology Magna Cum Laude, GPA 3.74 December 1997 Florida Atlantic University, Boca Raton, FL. Associate of Arts. • ■ Candidate fox University Scholar, Phi Kappa Phi, and Stan and Renee Wimberly Scholar awaxds. ■ Golden Key National Honor Society 1998 ■ Dean's List 12/13/96, 05/02/97 PROFESSIONAL EXPERIENCE Augu.rt2006 In.rtructor, FloridaAtlantic Univer.rity Geo.rcience,r Department, Boccz I�aton, to P�,rent Florida This is pximarily a teaching, rather than research, position. Specifically, classes taught include introductory and intermediate GIS/Cartogxaphy, introductory Geogxaphy and introductory Meteorology. Each of these classes is partially taught via the World Wide Web. In addition, the position calls fox instruction in the field as part of an annual Geology Field Camp. Other duties include serving upon various committees and performing Acadeinic Advising. • • February 2004 Senior Planner, Palm Beach Caunty Planning Divi.rion, bYle.rt Palm Beach, to Augu.rt 2006 Florida This is considered an intexmediate level pxofessional and supervisory planning position in the Intergovernmental Section. The position involved the daily ovex sight of Plannex I's and II's, a Planning Technician, Student Intexns and a Secretaxy. Fuxther xesponsibiliries include: coordinating with Commissioners' offices to address specific intexgovernmental projects; liaising with municipalities in coordination of both Future Land Use Amendments and Annexations; the design and management of GIS databases; in-depth analysis of spatial data from multiple souxces (imagery, GIS, CAD, MDB, Shapefile, etc) fox the development and maintenance of vaxious data products and maps; leading and/or conducting data gathering; manipulation of remotely sensed data to detect change in the urban envixonment; and the interpretation of municipal comprehensive plans and elements. Also prepaxes technical and non-technical repoYts, and makes oral and wxitten public pxesentations January 2002 Adjunct Profe.r.ror, Floricla Atlantic Univerrity Geo.rcience.r De�iartment, Boca to May 2006 Katan, Florida Commissioned to instruct FAU's Geosciences department's `Introduction to Mapping & GIS' course. The course is the cornerstone of the department's GIS sequence. This course is designed to intxoduce students to basic map design, map interpretation and appreciation, and • an introduction to the ait and science of GIS. fuly 2003 Planner II, Palm Beach County Plannzng Divi.rzon, T�e.rt Palm Beach, Florida to Fel�ruary 2004 This is an intermediate level professional planning position in the Intexgovexnmental Section. Responsibilities included: managing GIS databases; pexforming analysis of spatial data fxom multiple souxces for the development and maintenance of various GIS products and maps; pxepaxing, updating, and managing databases based on various sources of infoxmation using complex software pYOgxams; develops and maintains a listing of all appxoved developments on a countywide scale; and interprets municipal comprehensive plans and elements. i'ilso prepares technical and non-technical repoxts, and makes oxal and wxitten public presentations. Supervises professional and technical staff in the conduct of assigned duties. June 2002 to Judy 2003 Planner I, Palm Beach County Planning Divi.rion, TVest Palm Beach, Florida This entry-level position involves the application of planning principals and methodology in the foxmulation of various planning studies and projects. Also tequires extensive application of expeYtise in GIS, with a focus on ESRI's AxcGIS, and Microsoft's Office Suite, paxticularly Access and Excel. • � • ; � � • • • LICENSES AND CERTIFICATIONS � � � 2004-2'I.O94 ST.ATE �F FLORIDA ' os-oi2 � , ,; PALM;BEACH COUNTY , CLASSIFICATION , LOCAL BUSINESS TAX RECEIPT ' : EXP/RFS:' SEPTEIVIBER , 30 -_ 2011 ; , . � LAND RESEARCH MANAGEMENT INC LbCATED AT • CNTY 33.D0 MCGINLEY�KEVIN�`' ,'; ^ � ' 2.240..PALM BEqCH LAKES BLV�#103?. , ; WES� PALM BE,ACH FL 33409. : , ' TOTAL 33.00 , ` , � - , r_�. - � � . This rece�pl is'.hereby valid For the above address for the period ` THIS IS NOT A BILL' = DO NOT PAY treginnmg on the first day of �ctober and ending on the thirheth ` day of Sepkember to engage in the business profession or ' occupation of . = . � � ' ° ? • ': PLANNING & ZONING CONSUL�T PAID PB,C TAX.COLLECTOR ; ' ;; ' s ` ' 33.00 BTR 049 '016I7915.Q,7/28/2010 , � ' � ' ANNE,M GANNON ; ' THIS DOCUMENT IS VALID ONLY WHEN :RECEIPTED ��:TAX COLLECTOR,'`PALM� BEACH COUNTY BY TAX, COLLECTOR ��-� I i � , i i I �__� , � °�� ► Lnif �EACH NOT TRANSFERABLE � CITY OF VVEST P *' � " z CITY OF WEST PALM BEACH � c� 2009 to 2U10 1�O BUSINESS T,4X RECEIPT / CERTIFICATE OF USE P,O. BOX 3147, WEST PALM BEACH, FL. 3340 ---- —_-- '— � _ ,__,_ _- =�_ —_-�.--� __ .._ " ---- _ _. - _��0��:��0.6--- __ ..._-.-_- -- ._ �_ _ =.��5�_��J� -�`� -� � — - - — -L-AND33E�€��2C��lIAN9GEiHE�F�N�- _ __ _ - =�L9NFf111G�O�fSCfL=€1nI _ - - I =�.�4Q _2�L=-� �P_;.C d1�:K��}-- -- _ - — � BUS. TAX ID. CATEGORY DESCRIPTION FEE 3199G 54i611 MANAGEMENT CONSULTING SERVICE 144.70 � ' EXPIRES SEPTEMBER 30, Zo�o � CHANGES PENALTI 70TAL.� --- ___-- THI s DOCUMENT NOT VALI� - - — o- �� - -- -- �— UNTIL FUNDS AR� COLLECT�D -- r — --- _ � -_ _ - �— '_' PAID — -- ��0� *�`�_R�**= _ -- : _ ,— `"=—O:OQ _ � I I I � � � .. i .. , � I � ;. � � :. � ,., �.,, ,.::.i ._. i:t� .,? �,s� '��"�- �r�'t.°. � ..: : � r� *{ i.,.+�ti�k �`�-�,; ,.�.,'.F: ��.�,"} , .�.,.�i��x«.. �.�T,i;u. r •�.E,.,•-:r. .� �t ��'�"�``^��;ysv rca �, °�1 �,* i k�x�u,J $"� i ti ( ' � 3� I h-� ,� � J' ,3� 1�"�'� '��'' "xt � '� � i � c� rs .�. �� '� � ',��,�` � r, v u' �^ j r - �2 -.� 1Fn I 'F ' �' ,� ti ,, I . '�,.i �,,, �r � . Y' �? � � � • F .�F* � ; � ;' � N d � z ^"yb` , ;u t �� R�`. _ l , '�t;.} _ _ �'�. k A 1 q'` � ) J "� i � ; �. I'. . � �, ��y _ S S . b Y � a k .t i � :�' �5 ;T{,� '� 4 � u i '� �. .� �y � ' � i� � / , t p�� j I � g . f � �� S�`� � .. � . f , # _ � ` I _ 'Q `b's` . f.F,� �� ; h S 4 A� �' F .� � f' � t 'a -[�4 y� m' '`� � , r ,. �� , - - � � � � � � T �� ,�r. �12a ,� , ,z.� `� ,' r, ; � i � � �,$ F "�"1: � l " i , i = L l � � � � � x� f, ,_�,� , f .M.�� r 7 �,� � r� >r� � 7� _ � ,,� r' �, �..�'�� *4 d. � V. i ��P ��;�f�i1e `'` i M I ! \ I r xs � ;, . . . ' . �. : . i :.. � . . � . ..,; � ! _ ;: .. �t _ _ � � � � t _ j � �� I cert�fy frarn th� r�aQrds �f:#his off�ca that I..�4Np F3�SEARGH:MANAGEIVIENT, _ = �r ' INC ; i� a�corpora#ion "organized under �he faws �f �Fie S�ate of Flarida filed o"n' ! s � ApCi� �I �, 19$2. � �� ,, Th"e docuinent number of this �arporation is F78275. � � ` i furth.er certify that said corporation fil�d an application for 'reinst�tement ori > Mareh 27; 2pp2 and #h�.t the Gert�fi�ate of administrativ� .dissolution h�s "besn ' cancelled, 'and its s#at�is is actiy�. ,: , - � 4 { I i � 1 Given under iny F�and antl;#he _ ' Great Seal of the State of Flonda a' at Tallahassee the Capitol,,th�s the; �,�: ; T�s� Nfnth day o� Apnl, 2002 1`�� ; � �� , ,�� _ � � r � � t f r r y s '" � � - ,,.'aT � � �� `k� " � ��. � " h �'� . I ; r"'! - �'`� r � .. ��,. � � - ,� M1 Rp�, r u; � � ) p'� " � . �. � �� b �� t' A � Ft{Xi � I � �� s� � ' a ,.t. �, �� ° � r ., x �+ � �3y � � �` � T I.r✓�� + fi Y� �, y .' �� M'�n „." t�� c�+�,y5r� � � � � � x J'_ �� ,�'�,a�� ,r ," �� , �C`+D � � r � � � ♦j 1 ♦ �k1 � '` "� s�` ti �' � lY 5 :1 �' 3Cn {.1� Fl4 l�� f►. �� ' k 4 .'� L - ' � � � � : �� ; s i �� `�� ', r c,s �� is f �L l'��1Cli,�,t"�. il��+�'w' S'� a�� . � :, �. � s � �5' � :. � '. ,� � � ''��i a � � c�r � ,,, � � y �; �. �.� � � � ` `' � •� � ✓ � . `n `��4 � ��+'"� � � � � x '�' r r i - �� s +, � t ti � � �c� �r ��,a � ° - y u I s �'r✓a�'` n ,'�` � ��.,..� �' r ' - �� r�� ;; -� �� A,��.��'. ,SZ''.�'„k " `� .�..,, � ti�r.� .axu >,'�?s �.v-�=>: _. . ._ .__' _ . _ . _ . . ; www.sunbiz.org - Department of State Page 1 of 2 � �� . � �, � �. � 1 1 1►�� , m . , ,„�. �._�;��.; � � �� _ �,.�n ,. _ ,.., _ ._. . _ ___ __ _ .. Home Contact Us E-Filing Services Document Searches Forms Help Previous on List Next on List Return To List Entiry Na me Search � _.._...._.__ ._--- Events No Name History Submit Detail by Entity Name Florida Profit Corporation LAND RESEARCH MANAGEMENT, INC. Filing Information Document Number F76275 FEIlEIN Number 592191966 Date Filed 04/14/1982 State FL Status ACTIVE Last Event REINSTATEMENT Event Date Filed 03/27/2002 Event Effective Date NONE Principal Address • I 2240 PALM BEACH LAKES BLVD SUITE 103 WEST PALM BEACH FL 33409 Changed 03/20/2003 Mailing Address 2240 PALM BEACH LAKES BLVD SUITE 103 WEST PALM BEACH FL 33409 Changed 03/20I2003 Registered Agent Name & Address FLEISCHMANN, JAMES P 2240 PALM BEACH LAKES BLVD SUITE 103 WEST PALM BEACH FL 33409 ! Name Changed: 03/27/2002 Address Changed: 03/20/2003 Officer/Director Detail ; Name & Address I Title PSD I MCGWLEY, KEVIN G 2450 PALM ROAD WEST PALM BEACH FL 33406 i • Title VTD � http://sunbiz.org/scripts/cordet. exe?action=DETFIL&in�doc_number—F76275&incLcame... 8/5/2010 www.sunbiz.org - Department of State Page 2 of 2 • FLEISCHMANN, JAMES P 121 RAINTREE TRAIL r JUPITER FL 33458 Annual Reports Report Year Filed Date 2008 04/03/2008 2009 04/08/2009 2010 03/26/2010 Document Images 03/26/2010--ANNUALREPORT Viewimage ;_;' 04/OS/2009 -- ANNUAL REPORT ,,:; View image,in PDF fQrmat ; 04/03/2008 — ANNUAL REPORT View image_in PDF.format ,- i 01/26/2007 — ANNUAL REPORT View image.,in, PDF format 01/06/2006 -- ANNUAL REPORT View image in PDF.fo[mat ? 02/07/2005 -- ANNUAL REPORT ,.,, ,:. Uiew image. in PDF format :.,; 04/28/2004 -- ANNUAL REPORT ' Ujevy image in,PDF_fo,[mat 03/20/2003 -- ANNUAL REPORT View.lmage in,PDF fo�mat I - -_ __ _ 03/27/2002 -- REINSTATEMENT View image in,.PDF format _< I Note: This is not official record. See documents if question or conflict. ----__ ..... ,..__. -,.--- - ...._ _ , . . ,,------,, . ., � ,... • Previous on List Next on List Return To List i Entity Name Search I Events No Name History Submit , , ..: :: _:...., _ _ .. _ _. , . . ! _. � Home � Contact us � Document Searches � E-FHing Services � Forms � Help � CopyriqhtOO and Privacy Policies State of Florida, Department of State � • i, I http://sunbiz.org/scripts/cordet.exe?action=DETFIL&incLdoc_number=F76275 &in�came... 8/5/2010 T0'd �d101 • •' ��` ��`� SOU'�H FLORIDA WATER MANAGEMENT UISTRICT .� . . i . R�GISTER�Q V�NdOR N0.116i29 June 24, 2009 Mr. James P. Fl�ischmann, Vice Presid�nt CERTIFICATIaN EXI?IkATIQ�1:pATE L.and Rese�rch M�nagement, (nc. � June x4, 20'12 .`',: �;. : � .' �:; �,.�� 2240 Palm Beach Lakes Blvd #103 � � ' ,. ; . . . .. ,. , ., . . West Palm Beach, FL 33409 Dear Mr. Fleischmann: The South Florida Water Management District (District) has certified your firm as a Small Business Enterprise (SBE). This certificatipn is valid for three (3) years and may onlv be applied when business is conducted in the following area(s): I�eal Estate Planning Zoning, & ManaBement Consuiting Services � Yvur suhmettal of bads or proposals lo sapply other produets or service,s nutside of tli�s anecialty(a) will not � cortht tow�rd 5,8� participa(inri. If�yuu r�cfuire cetlifieadiolt iK other areas o,f speCialty� please contacl !he 'I ProcuremeiitDepartment, SBESecrion, for additional iufarnaRtior�. • Renewal is r�quired �v�ry three (3) years and should be requested within 4� da s rior to the ab4ve I expiration date. Y P If any changes occur within your company during the cer#ification periad {such as ownership, affiliate company status, address, telephone number, licensing status, gross revenue, or any information that relates to your SBE Certification status}, you must notify this office in writing imm�diately. It is imperativ� that we maintain current information on your company at all times. FA/LURE TO REPORT CHANGES MAY RESULT IN QECERTIFICATION. Certification is not a guarantee that your firm wifl receive work, nor an assur�nce that your firm wil! � rEmain in the District's solicitation database. Upon requesting or downloading a bid or proposal package your firm must respond by submifting a bid or proposal or submit a Stafement of No Response forrn. This is very important, for failure to respond to three (3) solicitations will result in your company being removed from the District's soliatation database, ; 1 Sincerely, � ��.�r� � � �-�� Colleen M. Robbs i Sr. Comp{iance Specialist � Procurement Department � , i 33U1 f�un Club Road, West PaL�t Beact�, Plori<lt� 33406 �(561) G8b-880U • Il. Wt1T5'1-8U�-432-2(kl5 i M� t lmg A c l dre55: 1? b. C �ox 2 4 f;$( 1, We;t 1>a lm 1 3eae h, F'L 3 347!'i-Mi?i0 • www.sfwmd.gov �e�ia•d awr��s zb:sti se0z-�e-�nr ,��, � JUN-20-2006 15�23 FL DOT DA GENERAL COUNSEL 954 777 4529 P.02 � Florida De�ctrtment' o f Trans�ortation I JEB BUSH District Qenerat Counsal's OfflGe nLr1VYER J S�'UTLER, JR GOyERNOR 3400 West Commerclal Boulevdtd, Fart Lauderdale, Florlda 33309�421 sBCIiETARY (85+4) 777 Fax: (asdy 777 To11 Free Number. (886) 356�435 May 22, 2006 Jame� P. Fleischmann Land Research Management, Inc. 2240 Palm Beach �.akes Blvd., Suite 103 West Palm Beach, Fl. 33409 VIA EMAIL: Irmi@bellsouth.net Re: AM�NDMENJT TO CONTRACT NO.� DMQ11 FM#: 22949814B02 Project#: 93120-2543 Ca�elMatter: DOT vs. VARIOUS Dear Fleischrnann: �xpert witness contracts wi11 no longer be maintained in MyFlorida MarketPlace. Therefore, this contract has been changed from MA9667 to DMQ'f 1, Attached herewith is the amendment to your Expert Witness Contract for your approvaL (f acceptaE�le, � please sign and return it to this office, via fax, as saon as possible, DO N07 BEG1N WORK regarding amendment changes until you receive the fuiiy executed c.ontract. i Detailed instructions for invoicing were included in your original expert witness contract. Contlnue to farward ap involces to the invoice processor. When submit�ing invoices, please adhere to the folfowing requirements as non-compliance may result in delays in payment, i + Invoices for service must include a detailed accaunting of time spent by date and by hour, Make � sure to inelude your soclal security or Federal Identifica�tion Number and you� cantract � number on all Invoices and correspondence. • Do not submit invoices for office expenses, including copying casts, telephone calls, secre#arial or administrative costs as those items are incorporated within your hourly rate. . Invoices for all it�mized expenses and travel expenses must be accompanied by receipts and a travel voucher reimbursement form must be completed. I • YOU ARE REMIND�D TO SUBMIT INVOICES MONTHI.Y AND THAT ON Y�UR �INAL � BILLING YOU ARE REQUIRED 70 DESIGNATE 3AME A5 THE "FINAL (NVOIC�". If you have any questions or need additional information conceming invoicing, pleese call 954-777-�262 j or write me at the address above. � 5incerel � Ly E, Levine Legal Support I cc: Contract Fife . � � Enclosure I � � www.dot.state.fl.us � I REC+CIID PAPER s I • i • • • REPORTING CAPABILITIES LRM has completed a variety of annexation strategies and studies for the Village of North Palm Beach and the Town of Lake Clarke Shores in Palm Beach County. References for LRM's capabilities in this regard are included in Tabs 1 and 5, and examples of completed work are included in Tab 1. LRM work activities have focused on the preparation of strategic annexation plans by adopting Annexation Elements within Comprehensive Plans (North Palm Beach and Lake Clarke Shores) and detailed assessments of annexation potential for specific unincorporated areas (Lost Tree Village and Waterside Estates/Plaza). An example of each is included in Tab 1. • . • • � � REQUIRED VILLAGE FORMS � � • PROPOSER'S CERTIFICATION FORM The under signed Proposer certifies that he/she has read, carefully examined, and thoroughly understands the terms, conditions, and specifications contained in the RFP and any other documents accompanying or made a part of this RFP and states as follows: I hereby propose to furnish the services specified in the RFP. Furthermore, I agree to abide by all conditions of this RFP. I certify that all information contained in this submittal is truthful to the best of my knowledge and belief. I further certify that I am duly authorized to submit this Proposal on behalf of the firm or entity who is the Proposer, as its act and deed and that the Proposer is ready, willing and able to perForm if awarded the contract. I further certify that this Proposal is made without prior understanding, agreement, connection, discussion, or collusion with any person, firm or corporation submitting a Proposal for the same service; no officer, employee or agent of the Village of Tequesta or of any other Proposer is interested in the Proposal; and that the undersigned executed this Proposer's Certification with full knowledge and understanding of the matters therein contained and was duly authorized to do so. ` BY: � �� f ��-- SIG TURE � 1� �l �S � - �L � � �, N- m � - �J 1� PRINTED NAME STATE OF� �'� � ��— COUNTY: � � ,�r � � � Sworn to and subscribed before me this day of 2010. SIGNATURE OF NOTARY: !°�� ' MY COMMISSION EXPIRES: _ PERSONALLY KNOWN: _ OR PRODUCED ID: TYPE� t�r ° ��' a � • ,�,,,�',,,,,, ,• CESAR A MEDINA _. Notup Public - State of Florida :�,� ,,� My Comm. Ezpirea Mar 25, 2014 a,�o��. Commtaaion A� DD 974794 • DRUG-FREE WORKPLACE FORM The undersigned vendor in accordance with Florida Statute 287.087 hereby certifies that - �1�-�j�� 1�Co"I`� � C. (name of business) does / does not (circle appropriate response): 1. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace, and specifying the actions that will be taken against employees for violations of such prohibition. 2. Inform employees about the danger of drug abuse in the workplace, the business's policy of maintaining a drug-free workplace, and any available drug counseling. T! Sign t re • • � REFERENCES FORM The Village may contact some of the Proposer's current and former clients, both supplied by the Proposer and independently derived, to request that they validate the qualifications of the Proposer and the accuracy of the claims made by the Proposer in its Proposal, and that they assess the Proposer's ability to perForm the types, level and quality of services that the Village desires. Provide at least three (3) references (preferably municipal governments or other governmental agencies of similar size in Florida) for your company, where your company has provided the same or similar services within the last two (2) years. Current References: 1. Name of Firm/A ency: Village of North Palm Beach Address: 501 U.S. Hi hwa 1 North Palm Beach, FL 33408 Contact: Jimmy Knight • Title: Villa e Mana er Telephone: (561) 798-7598 Email: jknight@villa e-npb.or 2. Name of Firm/A enc : Town of Lake Clarke Shores Address: 1701 Barbados Road Lake Clarke Shores, FL 33406 Contact: Joann Hatton Title: Town Mana er Telephone: (561) 964-1515 Email: jhattonlcs@bellsouth.net 3. Name of Firm/A enc : Town of H poluxo Address: 7580 S. Federal Highway Hypoluxo, FL 33462 Contact: Ken Schultz Title: Mayor Telephone: (561) 582-0155 Email: kschultzz@hypoluxo.org • I PUBLIC ENTITY CRIMES FORM • THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. 1. This sworn statement is submitted to VILLAGE OF TEQUESTA BY: � �m� P A �'� ��„r,��1 � �! i �.e.. - �QS �,�� `� (Print individual's name and title) FOR: ��} I�-%`� �: � .��f�{.L[�1-� � Cr, 'i . �'� C:� - (Print name of entity submitting sworn statement) Whose business address is and (if applicable) its Federal Employer ldentification Number (FEIN) is �`�-- �.1 �11 �''(p� (If the entity has no FEIN, include the Social Security Number of the individual signing this sworn statement). 2. I understand that a"public entity crime" as defined in Paragraph 287.133(1 )(g), Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or of the United States, including, but not limited to, any Proposal or contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation. • 3. I understand that "convicted" or "conviction" as defined in Paragraph 287.133(1)(b), Florida Statutes, means a finding of guilt or a conviction of a public entity crime, with or without an adjudication of guilt, in any federal or state trial court of record relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, no jury trial, or entry of a plea of guilty or nolo contendre. 4. I understand that an "affiliate" as defined in Paragraph 287. 133(1)(a), Florida Statutes, means: 4-1. A predecessor or successor of a person convicted of a public entity crime: or 4-2. Any entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime. The term "affiliate" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The ownership by one person of shares constituting a controlling interest another person, or a pooling of equipment or income among persons when not for fair market value under an arm's length agreement, shall be a prima facie case that one person controls another person. A person who knowingly enters into a joint venture with a person who has been convicted of a public entity crime in the State of Florida during the preceding 36 months shall be considered an affiliate. 5. I understand that a"person" as defined in Paragraph 287.133(I)(e), Florida Statutes, means any natural person or entity organized under the laws of any state or of the United States with the legal power to enter into a binding contract and which Proposal � applies to Proposals on contracts for the provision of goods or services let by a public I � entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an entity. 6. Based on information and belief, the statement, which I have marked below, is true in relation to the entity submitting this sworn statement. (indicate which statement applies) �Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members or agents who are active in the management of the entity, nor any affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. The entity submitting this sworn statement, or one or more of its officer's directors, executives, partners, shareholders, employees, members or agents who are active in the management of the entity, nor any affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. The entity submitting this sworn statement, or one of more of its officer's directors, executives, partners, shareholders, employees, members or agents who are active in the management of the entity, nor any affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. However, there has been a subsequent proceeding before a Hearing Officer of the State of Florida, Division of Administrative Hearings and the Final Order entered by the Hearing Officer determined that it was not in the public interest to place the entity submitting this sworn statement on the convicted vendor list. (Attach a copy of the final order) • I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR THE PUBLIC ENTITY IDENTIFIED IN PARAGRAPH I ABOVE IS FOR THAT PUBLIC ENTITY ONLY AND THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED. I ALSO UNDERSTAND THAT I AM REQUIRED TO INFORM THE PUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE THRESHOLD AMOUNT PROVIDED IN SECTION 287.017, FLORIDA STATUTES FOR CATEGORY TWO OF ANY CHANGE IN THE INFORMATION CONTAINED IN THIS FORM. STATE OF� C�' t �� COUNTY: �C' / Sworn to and subscribed before me this, S day of 2010. SIGNATURE OF NOTARY: MY COMMISSION EXPIRES: .� �� . (�f'" PERSONALLY KNOWN: _ OR PRODUCED ID: TYPE: � >1 � L� Ci �-�-�� ii� � � rio � p 4� CESqH A MEDINA __ Not��y PubUc - Stats of Florida �� My Comm. Expires Mar 25, 2014 �'�'.�oFF�� Commission �k DD 974794 �,��,.