HomeMy WebLinkAboutMinutes_Special Meeting_07/25/1995VILLAGE OF TEQUESTA
Post Office Box 3273 357 Tequesta Drive
Tequesta, Florida 33469-0273 (407) 575-6200
Fax: (407) 575-6203
THE TOWN COUNCIL
OF THE TOWN OF JUPITER
AND
THE VILLAGE OF TEQUESTA
VILLAGE COUNCIL
JOINT MEETING MINUTES
JULY 25, 1995
I. CALL TO ORD}3R AND ROLL CALL
The Town Council of the Town of Jupiter and the village
Council of the Village of Tequesta held a joint meeting at
the Jupiter Town Hall, 210 North Military Trail, Jupiter,
Florida, on Tuesday, July 25, 1995. The meeting was called
to order at 7:10 P.M. by Jupiter Mayor Karen Golonka.
Jupiter Councilmembers present were: Mayor Karen Golonka,
Vice. Mayor Daniel Amero, Councilor Thomas McCarthy,
Councilor Barbara Henderson, Councilor Donald Daniels. Also
in attendance was Town Manager Lee Evett and Town Attorney
Thomas Baird. Tequesta Councilmembers present were: Mayor
Ron T. Mackail, Elizabeth A. Schauer, Carl C. Hansen, and
Joseph N. Capretta. Also in attendance were: Village
Manager Thomas G. Bradford and Village Attorney John C.
Randolph.
Mayor Golonka's opening comments indicated that the joint
meeting was held per Chapter 164.103 of the Florida Statutes
for the purpose of discussing proposed litigation intending
to be filed by the Village of Tequesta against the Town of
Jupiter in an effort to amicably settle any and all
Recycled Paper
village Council aad Jupiter Toara Council
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July 25, 1995
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controversies related thereto and to understand the issues
and concerns of Tequesta, and the reason Jupiter was
proposing the rate increase, before proceeding with the rate
hearing. Mayor Mackail called upon Village Attorney
Randolph to provide a historical perspective.
Attorney Randolph stated that Tequesta had been asked a
direct question by Jupiter relating to tonight's meeting,
`What are the issues you intend bringing in this lawsuit?'
Attorney Randolph provided those present with copies of
three documents he had assembled, and explained the first of
the documents was the relevant section of the bulk sale
water agreement between Tequesta and Jupiter; the second was
a copy of the order received from the Court that day
regarding the rate hearing; and the third was a copy of a
letter from Mayor Golonka to Mayor Mackail. As to the issue
of the lawsuit, Attorney Randolph commented that as stated
in Tequesta' s notice to sue, the suit was proposed to be
based upon the fact that rates proposed to be charged
Tequesta pursuant to Tequesta's consultant's report were
computed in a manner contrary to the agreement which had
been entered into, and that the agreement had a very
specific way of calculating rates.
Mayor Golonka questioned whether the Tequesta Councilmembers
were familiar with the issue raised by Attorney Randolph,
and stated she had wanted Council to Council negotiations.
Attorney Baird stated he did not know that legal arguments
would be made at this meeting, and that it was fair for the
town to hear the position of the Village. Attorney Randolph
pointed out in the agreement that it was contemplated when
the agreement was initially drafted that there would be a
need for increases from time to time, that the agreement
made the distinction between bulk sale customers and retail
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Joist Meeting Minutes
July 25, 1995
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customers; and that nothing contemplated rates to be
equalized between them. Attorney Randolph explained that
Tequesta had felt forced to keep the hearing from going
forward because it was contrary to Public Service Commission
procedures, and an order had been issued that no rate
hearing could be held until October 24, 1995.
The village Attorney explained the reasons for the lawsuit:
The manner in which rates could be raised, costs of
operating the water system being passed on, and equating
between retail and bulk. Attorney Randolph commented that
capital costs up to two million gallons per day were
established and had not changed, and that Jupiter had a
guaranteed fixed income from Tequesta from the requirement
to take 1.5 million gallons per day whether used or not. In
addition to that minimum, Jupiter now wanted Tequesta to pay
another fixed amount, a base facility amount, which was the
amount charged retail customers, and Tequesta was not a
retail customer. Attorney Randolph read the applicable
portion of the contract which he stated was Tequesta's
position; that Tequesta wanted Jupiter to live within the
terms and intent of the agreement; that Tequesta had lived
up to the terms of the contract to its financial detriment;
that if Jupiter lived up to its agreement there would be no
reason for the lawsuit; and that Tequesta believed Jupiter's
action violated the agreement. Attorney Randolph commented
that the Tequesta representatives were present at the
meeting to amicably resolve any differences and would
appreciate hearing Jupiter's rationale for the increase in
rates.
Mayor Golonka remarked that correspondence had indicated
that within the contract Tequesta could have rate increases,
but the Village was taking issue with the methodology, and
questioned what was acceptable. Attorney Randolph responded
that the contract provided for a way for Jupiter to recoup
Village Council and Jupiter Toaa Council
Joint Meeting Minutes
July 25, 1995
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costs of supplying water to Tequesta and to have annual rate
hearings in order to do that, and that their consultant's
report was outside the scope of the contract, since Tequesta
did not believe the contract allowed equalizing rates
between retail and bulk customers. Mayor Mackail commented
that the real effect would be a 91~ increase to Tequesta
customers, and referred correspondence from Mayor Golonka
dated March 21, 1995, and April 14, 1995. The March 21,
1995 memo from Mayor Golonka had requested Tequesta's
intentions after the conclusion of the bulk water agreement
in 2007, and stated that the Village at the end of the
contract term must either renegotiate a new agreement or
discontinue service from Jupiter and obtain it elsewhere.
Mayor Mackail's response had been that Tequesta's intentions
were to discontinue service, and Mayor Golonka had agreed in
her letter dated April 19, 1995 to wait six months to allow
Tequesta time to complete a study and devise a plan
beneficial to both. Mayor Golonka responded that in her
letter where Jupiter gave Tequesta six months, that the time
had been intended for long-term planning and not for rates;
and referred to correspondence since 9/94 where both staffs
had met to discuss Tequesta's refusal to pay a i$ increase.
Mayor Mackail stated that Tequesta wanted what was right,
and asked whether the Jupiter Councilmembers had read the
contract. The Jupiter Councilmembers responded they had
read the contract.
Councilmember Capretta commented that Mayor Golonka's
comments regarding the rate increase and long-range planning
had gotten mixed up in the correspondence, that Tequesta had
been willing to discuss previous rate increases, and that
Tequesta felt Jupiter had violated the agreement, which was
a wonderful contract for Jupiter since Tequesta had to
purchase 1.5 million gallons per day whether they used it or
not. Councilmember Capretta pointed out that if Jupiter had
proceeded in the same manner as in the past that this issue
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July 25, 1995
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would have been resolved by this time; that he believed that
Jupiter wanted to make more money by charging Tequesta
retail rates, and that Jupiter had an absolute customer who
would purchase 1.5 million gallons each day of the week for
the next 12 years, unlike the bulk water purchased by
Jupiter from Seacoast under a contract which had no base
facility charge and allowed Jupiter to buy only what they
needed. Councilmember Capretta indicated that he had
thought Mayor Golonka's letter had implied Jupiter wanted to
phase out of the agreement. Councilmember Capretta
explained that Tequesta sold the water purchased from
Jupiter to 4,578 homes, including 582 Jupiter residents and
residents of other communities who would be antagonized by
the rate increase. Councilman Capretta stated that
Jupiter's base facility charge was taken care of in their
minimum, that what they were proposing was illegal, and
urged them to think politically what they were doing as well.
as financially.
Councilmember Schauer commented that friends of hers in
Jupiter who purchased water from Tequesta had asked whether
Tequesta would pass on the cost of the rate increase and she
had responded that the Village would have to pass it on, and
had asked that they speak to Jupiter regarding their
concerns. Councilmember Schauer stated that she also had
interpreted Mayor Golonka's letter that Tequesta had six
months to plan for the Village to be hopefully someday
totally independent from Jupiter.
Councilmember Hansen observed that the agreement had been in
existence 18 years and that the report Tequesta had received
needed experts to explain. Councilmember Hansen stated that
the Council was there in good faith to work with Jupiter and
felt that 91~ was a little bit out of line; that he would
like to negotiate and was looking forward to a good
relationship. When possible in the future, Councilmember
Village Couacil sad Jupiter To~va Couacil
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July 25, 1995
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Hansen commented, Tequesta was looking forward to being self
sufficient.
Mayor Golonka directed attention to schedule 3 of their
consultant's report, which explained why Jupiter did not
think they were being covered by what they were presently
charging Tequesta.
Consultant Howard Ostermann presented his explanation of
issues which included the following points:
• Since the commodity charge had been discussed with
Tequesta staff since 1992, Tequesta should not have been
surprised by the method of increasing rates.
• The language in the existing contract had been drafted by
Mr. Ostermann.
• The requirement to purchase 1.5 million gallons per day
whether used or not had been put into the original
contract at Tequesta's request.
• The Public Service Commission made no distinction between
retail and bulk sale; in offsetting costs of operating a
system with rates how the rate was collected was not
sacred--it was a formula chosen by different utility
systems for any number of reasons.
• Mr. Ostermann's company had been very cognizant of the
contract in preparing their report, and reference to the
PSC in the contract was done to give a measure of
protection to Tequesta so that rates would be made in
proper classical ways and no advantage would be taken of
Tequesta and they would be entitled to equality and
fairness the same as any other customer.
Village Couacil and Jupiter Iowa Couacil
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July 25, 1995
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• Mr. Ostermann referred to the statement `Jupiter's
judgement regarding matters of rate shall at all times be
based on consideration of the cost of operating the
system' and explained that his report had been prepared
particularly with regard to identifying and allocating
the cost of operating the system, and had taken great
pains to identify those costs not applicable to bulk sale
customers. The report had recommended the creation of a
separate category of billing or meter charge since
Jupiter did not have that expense with Tequesta--the
costs of operating the internal distribution lines were
eliminated.
• Mr. Ostermann referred to the contract provision that
Jupiter shall be obligated to present a comparison
between the cost in the first six months of operation
with the cost in a recent six months period, stated that
such a comparison had been included in the report, and
that it was one way of comparing costs against earlier
years. Power, chemicals and labor costs were identified.
• Mr. Ostermann stated that the purpose of the report had
been to establish an equitable and fair balance among
different classes of customers and all rate structures,
and that the basis for rate adjustment was fairness and
equity, and asked why should retail customers of Jupiter,
Juno Beach and unincorporated areas of Palm Beach and
Martin Counties have to subsidize the Village of
Tequesta's service, and if there were any reason why
Tequesta should have to compensate for all costs
attributable to it. Mr. Ostermann stated that Tequesta
consumed 14$ of Jupiter water system's average daily
production but contributed only 9~ of daily revenue, and
concluded that Tequesta should pay 14~ of the costs.
• Mr. Ostermann stated that any recommended rate structure
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July 25, 1995
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should treat all customers equally unless direct cost
differences existed between the customer categories, and
that Tequesta should get credit for performing billing
and collecting, and for operating their water
distribution system.
• In meetings between Jupiter and Tequesta staffs, never
had it been suggested that Jupiter was trying to end the
contract early but it had been conveyed to Tequesta that
it was their choice whether to terminate at the end of
2007, whether to terminate on an earlier date, or whether
to terminate because they had total reliance on their own
system; but Jupiter was concerned what Tequesta's long-
range planning was since Jupiter was continually
searching for water and had the responsibility to provide
service under the contract. Mr. Ostermann agreed that
91~ was a substantial increase, but stated the cost of
water was relatively low for either bulk or retail in
comparison with State standards.
• Mr. Ostermann assured Jupiter their staff and consultants
were following the contract to the letter.
• Under the increased rate the costs would be redistributed
in accordance with a cost formula to all customers
including Tequesta.
Discussion ensued, with questions directed to Mr. Ostermann.
In response to Councilman Capretta's question why this
concept had never been discussed, Mr. Ostermann responded
that Jupiter was not getting $600,000 more but that it was
simply a redistribution. In response to Village Manager
Bradford's comment that page 7 of the report indicated an
inadequacy of $246,000, Mr. Ostermann responded that the
system had not undertaken a major rate review until 1992,
rates had remained the same since inception in 1977 to 1992,
village Council and Jupiter Iowa Council
Joint Meeting Minutes
July 25, 1995
Page 9
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and 1992 rates had been taken in parts; retail, bulk sale
commodity, and now bulk sale base facility; prior Councils
had allowed furnishing water even though their costs had
been steadily increasing, which Tequesta was suggesting had
been indiscreet, but it had been forbearance. Conservation
measures had not been taken through rate structure but
Jupiter's conservation approach had been to back out from
the Biscayne Aquifer and to provide water from a more
prolific source which had not been used, and up until this
time Jupiter had been satisfied with the consumption levels
of its customers.
Councilmember Schauer stated that as a bulk rate customer
Tequesta should be treated differently from a retail
customer since they purchased in bulk. Mr. Ostermann
responded that it used to be common to give discounts for
more water used, but the practice had been discontinued
during the 1950~s, and Jupiter did not have step rates up or
down.
In response to Village Manager s reference to the $246,215
shortfall, Mr. Ostermann responded that he did not see that
as unusual, and outside of the application of certain of the
funds generated by a proposed change in the Tequesta rate
which would improve the position of renewal and replacement,
which was deemed to be under funded, all of the increase
recommended under the rate schedule for Teguesta was spread
back to all customers of the system, retail and bulk sale
alike. Mayor Mackail commented that the report reflected
about $520,000 related expenses coming from the water
enterprise fund to other areas of the town of Jupiter and
therefore questioned consistent application, and stated that
he wanted the application to be very precise and consistent.
Mr. Ostermann responded that in the early years of the
contract that Jupiter had provided services without
reimbursement and was now reimbursed, and services provided
Village Couacil aad Jupiter Towa Couacil
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July 25, 1995
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by Jupiter were believed to be properly allocated to water.
Mr. Ostermann explained that over $200,000 annual credit was
given Tequesta for performing their own billing and
collection.
Councilman Capretta commented that in Tequesta's discussion
to go to reverse osmosis it had been determined that it
would be advantageous to the village to stay with the
Jupiter agreement for the differential; however, it would
not be advantageous under the proposed rate increase.
Councilman Capretta asked Mayor Golonka whether Jupiter
wanted to stay with the contract, to phase it out over the
years, or to force Tequesta to stay with the contract even
if they requested release. Mayor Golonka's reply was that
they would adhere to the contract, and that the question was
what Tequesta wanted to do.
Vice Mayor Amero commented that it was time the two
municipalities sat down to talk, and that no one wins with
litigation, that the issue was not the contract which
everyone interpreted differently, but was a fairness and
equitable balance issue, and proposed arriving at something
fair for everyone.
Councilor McCarthy commented that it would be better for
everybody if the two systems were merged but that would not
happen since they provided income streams; that litigation
would be a shame; and if some rate adjustments were agreed
upon he would like to see the adjustments phased in to avoid
a large adjustment at one time.
Councilor Henderson stated Jupiter had not gone to reverse
osmosis until after studies had been done; 1992 had been the
first opportunity to review the R/O plant coming on line;
Tequesta had refused to pay a 1g increase; this was the
first Jupiter had heard of phasing out of the contract; and
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July 25, 1995
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asked why the 1~ increase had not been paid. Village
Manager Bradford responded the 1$ rate increase had not been
paid since indexing was not allowed within the contract and
in April 1994 Tequesta staff had met with Jupiter staff and
at that meeting had been advised Jupiter wanted to impose irk
under indexing. Tequesta was threatened if they did not pay
the 1~ that Jupiter would go to a base facility charge, and
asked if indexing was in the contract why Jupiter's
consultant was now telling the Town to make sure the rates
were applicable to Tequesta. Also, Village Manager Bradford
explained, there were legal reasons involved; and commented
that Tequesta had planned for many years to go to R/O and
had possessed a permit for five years, and had told
Jupiter's staff that Tequesta's intent was to be
independent. Further discussion included comments by
Councilor Henderson to the effect that a possible
alternative to litigation would be to sever the contract and
do a new one with a range of equality to give Jupiter long
range planning parameters and to put Teguesta on notice to
build their own R/0 plant.
Mayor Mackail stated he would recommend to Council that
negotiations be delayed until Tequesta had time to discuss
this matter with staff and neighbors. Councilor Daniels
commented he agreed with the fairness issue and that some
rate increase should be structured, explained he paid water
bills to both municipalities, had been concerned that
Tequesta did not pay the 1~ increase, and believed Tequesta
and Jupiter should discuss common issues.
Town Attorney Baird stated he believed Tequesta's
interpretation of the contract did not hold water, and for
him to comment would be counterproductive since he would
only rebut Attorney Randolph's comments, therefore, those
comments should be made in a courtroom.
village Council and Jupiter Iowa Council
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July 25, 1995
Page 12
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Mr. Ostermann indicated that the report was based on putting
the recommended rates into effect on the target date of
7/25/95. Mayor Golonka expressed her view that the Village
and Jupiter should find common areas to work from and decide
what is right, and that Jupiter did not want to litigate,
but she took issue with comments by the Tequesta village
Attorney and Manager, and did not like to see the type of
article which had appeared in the Tequesta newsletter.
Mayor Mackail commented that emotions should be put aside so
that the issue could be considered objectively, and believed
there was some common ground to work together as good
neighbors, and stated that after the Village Council had met
with the Village Manager they would be willing to meet for
further discussion.
After discussion of a future meeting date, it was decided
that Mayor Mackail would call Mayor Golonka after a short
time to set up a meeting date. Village Manager Bradford
offered as a suggestion that one elected official become a
part of any negotiations since a group as large as present
at this meeting would find negotiations difficult.
ADJOIIRI~NT
Mayor Mackail moved that the meeting be adjourned.
Councilor Daniels seconded the motion. The vote on the
motion was unanimous to adjourn the joist meeting at 9:15
P.M.
After adjournment of the joint meeting, the Jupiter Town
Council deferred discussion of Ordinance 27-95 until
September 5, 1995. Councilor Henderson expressed concern
Village Council and Jupiter Town Council
Joint Meeting Minutes
July 25, 1995
Page 13
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that Jupiter's cost was $51,000 for each month they were
subsidizing Tequesta.
Respectfully submitted,
,~- ~
Betty Laur
Recording Secretary
ATTEST:
~~ ~~~~
oann Mangan ello
Village Clerk
DATE APPROVED:
io.i993