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HomeMy WebLinkAbout14-121ST. LUCIE COUNTY BOARD OF COUNTY COMMISSIONERS NOA MUNICIPAL SERVICES BENEFIT UNIT INITIAL ASSESSMENT RESOLUTION ADOPTED August 12, 2014 TABLE OF CONTENTS PAGE ARTICLE I INTRODUCTION SECTION 1.01. AUTHORITY ...................................................................................................1 SECTION 1.02. DEFINITIONS .................................................................................................2 SECTION 1.03. INTERPRETATION ........................................................................................4 SECTION 1.04. FINDINGS .......................................................................................................4 ARTICLE II NOTICE AND PUBLIC HEARING SECTION 2.01. ESTIMATED PROJECT COST ......................................................................7 SECTION 2.02. AUTHORITY AND DIRECTION .................................................................7 SECTION 2.03. PUBLIC HEARING ........................................................................................8 ARTICLE III ASSESSMENTS SECTION 3.01. MUNICIPAL SERVICES BENEFIT UNIT ................................................. 10 SECTION 3.02. UTILITY SERVICE PROVIDER .................................................................. 10 SECTION 3.03. IMPOSITION OF ASSESSMENTS ............................................................. 11 SECTION 3.04. APPORTIONMENT APPROACH ............................................................. 11 SECTION 3.05. APPLICATION OF ASSESSMENT PROCEEDS ...................................... 13 SECTION 3.06. COLLECTION OF ASSESSMENTS ........................................................... 13 ARTICLE IV GENERAL PROVISIONS SECTION 4.01. CONFLICTS ..................................................................................................14 SECTION 4.02. SEVERABILITY .............................................................................................14 SECTION 4.03. EFFECTIVE DATE ........................................................................................15 APPENDIX A NOA MSBU LEGAL DESCRIPTION APPENDIX B INTERLOCAL AGREEMENT - FPUA Initial Assessment Resolution RESOLUTION N0.2014-121 A RESOLUTION OF THE ST. LUCIE COUNTY BOARD OF COUNTY COMMISSIONERS RELATING TO THE IMPOSITION AND COLLECTION OF SPECIAL ASSESSMENTS TO FUND POTABLE WATER AND FIRE PROTECTION IMPROVEMENTS TO PROPERTIES WITHIN THE PROPOSED NOA MUNICIPAL SERVICES BENEFIT UNIT; DESCRIBING THE PROPERTY TO BE LOCATED WITHIN THE NOA MUNICIPAL SERVICES BENEFIT UNIT; PROVIDING FOR THE IMPOSITION OF SPECIAL ASSESSMENTS THEREIN; ESTIMATING THE PROJECT COST TO BE FUNDED THROUGH SPECIAL ASSESSMENTS; ESTABLISHING THE METHOD OF APPORTIONING THE SPECIAL ASSESSMENT AMONG AFFECTED REAL PROPERTY; DIRECTING THE ASSESSMENT COORDINATOR TO PREPARE A PRELIMINARY ASSESSMENT ROLL; APPROVING THE INTERLOCAL AGREEMENT WITH FORT PIERCE UTILITIES AUTHORITY AND THE CITY OF FORT PIERCE; AUTHORIZING AND DIRECTING STAFF TO TAKE SUCH ACTIONS AS MAY BE NECESSARY IN FURTHERANCE OF SUCH PROJECT AND THE FINANCING OF THE COST THEREOF THROUGH SPECIAL ASSESSMENTS; ESTABLISHING A PUBLIC HEARING TO CONSIDER IMPOSITION OF THE PROPOSED ASSESSMENTS; AND PROVIDING AN EFFECTIVE DATE. BE IT RESOLVED BY THE BOARD OF COMMISSIONERS OF ST. LUCIE COUNTY AS FOLLOWS: ARTICLE I INTRODUCTION SECTION 1.01. AUTHORITY. This Resolution of the St. Lucie County Board of County Commissioners (the "Board") is adopted pursuant to the provisions of Chapter 1 Initial Assessment Resolution 1-13.6 of the County Code of Ordinances, sections 125.66, 197.3632, and 197.3635 of the Florida Statute, and other applicable provisions of law. SECTION 1.02. DEFINITIONS. This Resolution constitutes an Initial Assessment Resolution within the meaning of the Assessment Ordinance. All capitalized words and terms not otherwise defined herein shall have the meaning set forth in the Assessment Ordinance. As used in this Resolution, the following terms shall have the following meanings, unless the context hereof otherwise requires. "Assessed Cost" means the costs of the Project to be funded through the imposition of Assessments against Assessed Property, an estimate of which is included in Section 2.01 hereof. "Assessed Property" means all parcels of real property included in the Assessment Roll that receive a special benefit from the Project. "Assessment Coordinator" means the chief administrative officer of the County, or such person's designee responsible for coordinating calculation and collection of Assessments as provided herein. "Assessment Ordinance" means Chapter 1-13.6 of the County Code of Ordinances as may be amended from time to time. "Assessment Roll" means the special assessment roll created pursuant to Section 1- 13.6-7 of the Assessment Ordinance and described in Section 2.02 (A) hereof. 2 Initial Assessment Resolution "Assessment" means a special assessment (sometimes characterized as a non-ad valorem assessment) levied by the Board to fund the costs of providing municipal services and facilities. "Board" means the board of county commissioners of St. Lucie County, Florida. "Clerk" means the clerk of St. Lucie County. "Collection Costs" means costs incurred by the Board in the annual collection and administration of the Assessments, including but not limited to fees imposed by the Property Appraiser and Tax Collector and amounts necessary to account for statutory discounts for the early payment of property taxes and non-ad valorem assessments. "County" means St. Lucie County, Florida. "Equivalent Residential Connection" or "ERC" the equivalency unit attributed to parcels within the Noa MSBU to approximate the relative benefit conveyed to such parcels. "Fiscal Year" means the period commencing on October 1 of each year and continuing through the next succeeding September 30, or such other period as may be prescribed by law as the fiscal year for the County. "Noa MSBU" means the proposed Noa Municipal Services Benefit Unit, as described in Section 3.01 hereof. "Parcel" means a parcel of property to which the St. Lucie County Property Appraiser has assigned a distinct ad valorem property tax identification number. "Petitions" means written petitions or straw ballots summited to the Board by 3 Initial Assessment Resolution affected parcel owners pursuant to section 1-13.6-5 of the Assessment Ordinance. "Project" means the potable water and fire protection improvements contemplated hereunder which will specially benefit Assessed Property within the Noa MSBU. "Tax Roll" means the real property ad valorem tax roll maintained by the Property Appraiser for the purpose of the levy and collection of ad valorem taxes. "Uniform Assessment Collection Act" means Sections 197.3632 and 197.3635, Florida Statutes, or any successor statutes authorizing the collection of non-ad valorem assessments on the same bill as ad valorem taxes, and any applicable regulations promulgated thereunder. SECTION 1.03. INTERPRETATION. Unless the context indicates otherwise, words importing the singular number include the plural number, and vice versa; the terms "hereof," "hereby," "herein," "hereto," "hereunder" and similar terms refer to this Resolution; and the term "hereafter" means after, and the term "heretofore" means before, the effective date of this Resolution. Words of any gender include the correlative words of the other gender, unless the sense indicates otherwise. SECTION 1.04. FINDINGS. It is hereby ascertained, determined and declared that: (A) St. Lucie County (the "County") and Ft. Pierce Utilities Authority have collaborated in extensive preliminary undertakings related to the design, construction, and acquisition of the potable water and fire protection improvements comprising the Project, 4 Initial Assessment Resolution including but not limited to conducting engineering studies and due diligence, designing the improvements; and, developing a cost estimate, plan of finance, and project schedule. (B) The plan of finance for the Project involves the levy and collection of Assessments on parcels within the Noa MSBU pursuant to the Assessment Ordinance and the Uniform Assessment Collection Act. (C) Preliminary Petitions submitted to the County indicate that 95% of the affected parcel owners support the imposition of Assessments to fund the Project. (D) The Board is authorized by the Uniform Assessment Collection Act to levy and collect Assessments, and the Assessment Ordinance established a procedure for the levy and collection of Assessments by the Board for the purpose of providing essential facilities and services such as the Project. (E) The Project will convey special benefits to Parcels within the Noa MSBU including but not limited to: access to a centralized, publicly owned and operated water utility system which will provide an increase in market valuation, enhanced development/re-development potential, availability of water treated to comply with regulatory drinking water standards, and heightened use, marketability, enjoyment and value of the real property specially benefitted by the Project. The improvements comprising the Project are designed to meet the capacity requirements of the specially benefiting properties within the Noa MSBU; hence, 100 percent of the costs are associated with providing special benefit. 5 Initial Assessment Resolution (F) The apportionment of Assessments based upon the Equivalent Residential Connection system described in Section 3.04 hereof is a fair and reasonable method for apportioning the costs of the Project and the special benefit conveyed thereby among Assessed Property, and bears a reasonable relationship to the cost of providing the Project. (G) The Board hereby finds and determines that the Assessments to be imposed in accordance with this Initial Assessment Resolution provide a proper and equitable method of funding the Project by fairly and reasonably apportioning the costs thereof among specially benefitted property. [Remainder of page intentionally left blank] 6 Initial Assessment Resolution ARTICLE II NOTICE AND PUBLIC HEARING SECTION 2.01. ESTIMATED PROJECT COST. (A) The estimated maximum Assessed Cost of the Project is $258,000. (B) Unless determined otherwise by subsequent resolution of the Board, the Assessed Cost will be collected, together with Collection Costs, pursuant to the Uniform Assessment Collection Act in not more than twenty (20) annual installments. (C) The Assessment rates established in this Initial Assessment Resolution shall be maximum rates applied by the Assessment Coordinator in the preparation of the preliminary Assessment Roll as provided in Section 2.02(A) of this Initial Assessment Resolution. SECTION 2.02. AUTHORITY AND DIRECTION. The Assessment Coordinator and other members of County staff are hereby authorized and directed to take such actions as maybe necessary or desirable in furtherance of the Project, including but not limited to the following: (A) Prepare, or cause to be prepared, a preliminary Assessment Roll for the Fiscal Year commencing October 1, 2014, in the manner provided in Section 1-13.6-7 of the Assessment Ordinance. The Assessment Roll shall include all Parcels within the Noa MSBU. The Assessment Coordinator shall apportion the estimated Assessed Cost to be funded through Assessments in the manner set forth in this Initial Assessment Resolution. 7 Initial Assessment Resolution A copy of this Initial Assessment Resolution and the preliminary Assessment Roll shall be maintained on file in the office of the Assessment Coordinator and open to public inspection. The foregoing shall not be construed to require that the preliminary Assessment Roll be in printed form if the amount of the Assessment for each parcel of property can be determined by the use of a computer terminal or Internet access available to the public. (B) Finalize plans and specifications necessary for construction of the project. (C) Prepare such additional resolutions as may be required under the Assessment Ordinance in order to impose and collect Assessments and to provide for financing of the Project through the issuance of Obligations secured by such assessments. (D) Prepare such agreements by and between the Board and the St. Lucie County Tax Collector and the St. Lucie County Property Appraiser as may be required by the Uniform Assessment Collection Act. (E) Implement procurement processes pertaining to construction of the Project and issuance of Obligations to finance the Project to be paid through Assessments. (F) Mail and publish any notices required by the Assessment Ordinance, including mailed and published notice of the public hearing established by Section 2.03 hereof. (G) Take such other action as may be required by the Assessment Ordinance. 8 Initial Assessment Resolution SECTION 2.03. PUBLIC HEARING. There is hereby established a public hearing to be held at 6:00 p.m. on December 2, 2014 in Commission Chambers, 2300 Virginia Avenue, Fort Pierce Florida, at which time the Board will receive and consider any comments on the Assessments from the public and affected property owners and consider imposing the Assessments and authorizing collection pursuant to the Uniform Assessment Collection Act. At the conclusion of the public hearing, the Board will consider adoption of a Final Assessment Resolution as provided for in Section 1-13.6-7 of the Assessment Ordinance. [Remainder of page intentionally left blank.] 9 Initial Assessment Resolution ARTICLE III ASSESSMENTS SECTION 3.01. NOA MUNICIPAL SERVICES BENEFIT UNIT. The proposed Noa MSBU is described in Appendix A attached hereto. The Project entails the installation of approximately 2,700 linear feet of potable water mains, fire hydrants, and individual water services to benefit parcels on Russ Road between Oleander Avenue and Melville Road, parcels on Melville Road between Ulrich Road and Noa Street, and parcels on Noa Street. SECTION 3.02. UTILITY SERVICE PROVIDER. (A) This proposed Noa MSBU is located within the utility service area of Ft. Pierce Utilities Authority ("FPUA"). Upon completion of the Project, FPUA will provide potable water service to the Parcels comprising the Noa MSBU. FPUA has agreed to design, permit, and bid the Project and to provide construction management and inspection services at no cost to the owners of Assessed Property. FPUA has also agreed to contribute $34,979 towards the Project to offset the Capital Improvement Charges imposed by FPUA upon new connections to the FPUA utility system. (B) An interlocal agreement, as drafted by the County, has been approved by FPUA and the City of Ft. Pierce. This agreement establishes the duties of each party in bringing the Project to fruition and is attached hereto as Appendix B. 10 Initial Assessment Resolution (C) The Board hereby approves the attached Interlocal Agreement and authorizes the Chairman to execute same with such modifications, if any, as maybe approved by the County Attorney, with such execution to constitute conclusive evidence of the Chairman's approval and the Board's approval of any changes therein. SECTION 3.03. IMPOSITION OF ASSESSMENTS. Assessments shall be imposed against Assessed Property located within the Noa MSBU, the annual amount of which shall be computed for each Parcel in accordance with this Article III. When imposed, the Assessment for each Fiscal Year shall constitute a lien upon Assessed Property as provided in the Assessment Ordinance. Such lien shall be equal in rank and dignity with the liens of all state, county or municipal taxes and other non-ad valorem assessments, and except as otherwise provided by law, shall be superior in dignity to all other liens, titles and claims, until paid. SECTION 3.04. APPORTIONMENT APPROACH. (A) The traditional unit employed by the County for apportioning the cost of potable water systems is the assignment of ERCs as described below. Such ERC-based apportionment methodology is in widespread use throughout the state and is hereby approved and adopted as the apportionment method for the Noa MSBU Assessments. (B) The Noa MSBU is substantially composed of similarly sized platted single family residential lots which allows for a relatively high level of certainty in the design and sizing of the potable water and fire protection improvements required to serve the Parcels 11 Initial Assessment Resolution therein, regardless of the size of single family dwelling units located on or built thereon. Accordingly, it is fair and reasonable to use an ERC method for computing the NOA MSBU Assessments based upon assigning one (1) Equivalent Residential Connection for each single family dwelling unit or subdivided residential building lot capable of development with a single family dwelling, regardless of the size of the dwelling unit or lot. (C) Because of the predominantly residential nature of the Noa MSBU, the ERC system described herein does not include commercial use as an apportionment factor. (D) There are currently thirty-six (36) Parcels within the Noa MSBU. Thirty-five (35) of the Parcels are currently developed or capable of being developed with one (1) single family dwelling unit, and each such Parcel is hereby attributed one (1) ERC per dwelling unit. (E) The remaining Parcel (currently assigned parcel ID # 3410-211-0001-0003 by the Property Appraiser) is vacant and consists of approximately 13.84 acres zoned for both residential and commercial purposes (including any subdivision thereof, the "Melville Road Parcel"). The MSBU Coordinator has determined that if the Melville Road Parcel were developed to maximum density, it would create a demand on the improvements comprising the Project of approximately fifty-five (55) ERCs. However, the design of the Project does not involve looping of the contemplated water mains, such that the amount of capacity ultimately available to serve the Melville Road Parcel is sharply limited. 12 Initial Assessment Resolution (F) Based on the current design parameters of the Project, the MSBU Coordinator estimates that a maximum of four (4) ERCs can be reserved for the Melville Road Parcel. That estimate is a function of both the portion thereof adjacent and readily accessible to the improvements comprising the Project and the County's current zoning requirements (which provide for a minimum lot width of one hundred (100) feet). (G) The owners of the Melville Road Parcel were given an opportunity to reserve a greater or lesser number of ERCs for such Parcel, but did not express intent to do so. Accordingly, the Melville Road Parcel is hereby attributed four (4) ERCs. Upon subdivision of the Melville Road Parcel, the four (4) ERCs will be attributed to the Parcel or Parcels adjacent to the improvements comprising the Project, consistent with the methodology approved herein. (H) Future development of the Melville Road Parcel may be limited by the available capacity of the FPUA utility system and the improvements comprising the Project, and the County gives no assurances that additional capacity will be available to support such development. (I) If the owners of the Melville Road Parcel determine to develop the property to a density in excess of four (4) ERCs, and assuming capacity for the development is available, such owners may incur additional costs including but not limited to payment for looping of the water main extensions comprising the Project. The Melville Road Parcel shall also be subject to any applicable impact fees, connection fees and Assessments 13 Initial Assessment Resolution calculated in the manner set forth herein (one (1) ERC per single family dwelling unit or subdivided residential building lot capable of development with a single family dwelling and one (1) ERC per fifteen hundred (1500) square feet of building space for non-residential or commercial development since fifteen hundred (1500) square feet is the average size of the residential dwelling units currently comprising the Noa MSBU). Issuance of a building permit for the Melville Road Parcel may be premised upon payment in full of any such additional costs. (J) Typically, each single family residential lot is attributed one (1) ERC for purposes of calculating the Assessments. However, maximum flexibility is afforded to owners of Parcels in terms of the numbers of ERCs they reserve, consistent with legal requirements for implementation of a municipal service benefit unit and the related financing. (K) Owners of parcels which are subject to multiple ERCs were given the opportunity to enter into a Restrictive Covenant Agreement, thereby restricting future development of their property to some lower density resulting in a lower number of ERCs being assigned to their property. (L) The final number of ERCs assigned to each parcel is based on the maximum ERCs estimated for the Parcel unless the owner reserved a different number of ERCs in an executed Restrictive Covenant Agreement. 14 Initial Assessment Resolution (M) The estimated assessment amount per ERC is $8,848. This amount represents the maximum estimated project cost, tax collector fees, and amounts as necessary to account for statutory early payment discounts. The estimated annual assessment amount per ERC is $709. The annual installments are computed to be sufficient to pay the annual debt service on the special assessment bonds issued to finance the improvements and/or any interfund loan provided by the County for purposes of financing the improvements. (N) It is hereby ascertained, determined, and declared that the method of determining the Assessments as set forth in this Initial Assessment Resolution is a fair and reasonable method of apportioning the Assessed Cost among Assessed Property. SECTION 3.05. APPLICATION OF ASSESSMENT PROCEEDS. Proceeds derived by the County from the Assessments shall be utilized solely to pay for costs associated with the Project which may include repayment of Obligations issued for the purpose of financing the Assessed Cost. SECTION 3.06. COLLECTION OF ASSESSMENTS. Assessments shall be collected, together with Collection Costs, pursuant to the Uniform Assessment Collection Act unless otherwise determined by subsequent resolution of the Board. [Remainder of page intentionally left blank] 15 Initial Assessment Resolution ARTICLE IV GENERAL PROVISIONS SECTION 4.01. CONFLICTS. All resolutions or parts of resolutions in conflict herewith are hereby repealed to the extent of such conflict. SECTION 4.02. SEVERABILITY. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications of this Resolution that can be given effect without the invalid provision or application, and to this end the provisions of this Resolution are declared to be severable. [Remainder of page intentionally left blank] 16 Initial Assessment Resolution SECTION 4.03. EFFECTIVE DATE. This Initial Assessment Resolution shall take effect immediately upon its passage and adoption. AFTER MOTION AND SECOND, the vote on this Resolution was as follows: Chair Frannie Hutchinson AYE Vice Chair Paula A. Lewis AYE Commissioner Kim Johnson AYE Commissioner Chris Dzadovsky AYE Commissioner Tod Mowery AYE PASSED AND DULY ADOPTED this 12th day of August, 2014. BOARD OF COUNTY COMMISSIONERS ST. LUCIE COUNTY, FLORIDA ATTEST: Deputy Clerk Chair APPROVED AS TO FORM AND CORRECTNESS: County Attorney 17 Initial Assessment Resolution APPENDIX A DESCRIPTION OF NOA MUNICIPAL SERVICES BENEFIT UNIT A PARCEL OF LAND LYING WITHIN SECTION 10, TOWNSHIP 36 SOUTH, RANGE 40 EAST, ST. LUCIE COUNTY, FLORIDA. SAID PARCEL BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS: COMMENCE AT THE INTERSECTION OF THE NORTHERLY EXTENSION OF THE EAST LINE OF LOT 17, BLOCK 1 OF WHITE CITY ESTATES AS RECORDED IN PLAT BOOK 9 AT PAGE 48 OF THE PUBLIC RECORDS OF ST. LUCIE COUNTY, FLORIDA AND THE NORTH LINE OF SECTION 10, TOWNSHIP 36 SOUTH, RANGE 40 EAST; THENCE EAST ALONG THE SAID NORTH LINE TO A POINT ON THE WEST LINE OF THE EAST 842 FEET OF THE NORTHEAST 1/4 OF THE NORTHWEST 1/4 OF SECTION 10, TOWNSHIP 36 SOUTH, RANGE 40 EAST AND THE POINT OF BEGINNING; THENCE SOUTH ALONG THE WEST LINE OF THE EAST 842 FEET OF THE NORTHEAST 1/4 OF THE NORTHWEST 1/4 OF SAID SECTION 10 TO A POINT ON THE NORTH LINE OF LOT 243 OF WHITE CITY SUBDIVISION AS RECORDED IN PLAT BOOK 1 AT PAGE 23 OF THE PUBLIC RECORDS OF ST. LUCIE COUNTY, FLORIDA; THENCE WEST ALONG THE NORTH LINE OF SAID LOT 243 A DISTANCE OF 319.26 FEET TO THE NORTHEAST CORNER OF A PARCEL OF LAND RECORDED IN OFFICIAL RECORD BOOK 3104 AT PAGE 852; THENCE SOUTH ALONG THE EAST LINE OF SAID PARCEL AND SOUTHERLY EXTENSION THEREOF A DISTANCE OF 331.10 FEET TO A POINT ON THE NORTH LINE OF LOT 40, BLOCK B OF ULRICH SUBDIVISION AS RECORDED IN PLAT BOOK 5 AT PAGE 64; THENCE WEST ALONG THE NORTH LINE AND WESTERLY EXTENSION THEREOF TO THE SOUTHWEST CORNER OF LOT 5, BLOCK B OF SAID ULRICH SUBDIVSION; THENCE NORTH ALONG THE WEST LINE AND THE NORTHERLY EXTENSION THEREOF TO THE SOUTHWEST CORNER OF LOT 5, BLOCK A OF SAID ULRICH SUBDIVISION; THENCE EAST ALONG THE SOUTH LINE OF SAID LOT 5 BLOCK A TO THE SOUTHWEST CORNER OF LOT 6, BLOCK A OF SAID ULRICH SUBDIVISION; THENCE NORTH ALONG THE WEST LINE OF SAID LOT 6, BLOCK A TO THE NORTHWEST CORNER OF SAID LOT 6, BLOCK A; THENCE EAST ALONG THE NORTH LINE OF BLOCK A OF ULRICH SUBDIVISION TO THE NORTHEAST CORNER OF LOT 13, BLOCK A OF SAID ULRICH SUBDIVISION; THENCE N 00° 01'09" W ALONG THE WEST LINE OF LOT 230 OF WHITE CITY SUBDIVISION AS RECORDED IN PLAT BOOK 1 AT PAGE 23 A DISTANCE OF 316.73 FEET TO THE NORTHWEST CORNER OF A PARCEL OF LAND AS RECORDED IN ORB 1573, PAGE 244 OF THE PUBLIC RECORDS OF ST. LUCIE COUNTY; THENCE S 89° 54' 58" E ALONG THE NORTH LINE OF SAID PARCEL AND THE EASTERLY EXTENSION THEREOF A DISTANCE OF 446.65 FEET; THENCE N 00° 02'00" W A DISTANCE OF 1.23 FEET; THENCE S 89° 55'44" E A DISTANCE OF 198.8 FEET MORE OR LESS TO A POINT ON THE EAST RIGHT OF WAY LINE OF MELVILLE ROAD; THENCE NORTH ALONG SAID EAST RIGHT OF WAY LINE OF MELVILLE ROAD TO A POINT OF INTERSECTION WITH THE NORTH LINE OF SECTION 10, TOWNSHIP 36 SOUTH, RANGE 40 EAST; THENCE EAST ALONG THE NORTH LINE OF SAID SECTION 10 TO THE POINT OF BEGINNING. LESS AND EXCEPT ROAD AND CANAL RIGHT OF WAYS OF RECORD. SEPTEMBER 4, 2013 RON HARRIS COUNTY SURVEYOR Initial Assessment Resolution APPENDIX B Interlocal Agreement INTERLOCAL AGREEMENT C NOA STREET MSBU THIS AGREEMENT made and entered into this ~ day of 2014, by and between St. Lucie County, a political sub ision of the State of Florida (the "County"), Fort Pierce Utilities Authority, an authority created and established by the City Commission of the City of Fort Pierce, Florida, ("FPUA") and the City of Fort Pierce, a municipality organized under the laws of the State of Florida (the "City"). WHEREAS, FPUA is the governing body authorized to enter into agreements relating to providing service from the potable water supply of the City; and, WHEREAS, the County intends to create the Noa Street municipal services benefit unit (the "Noa Street MSBU") to fund the cost of providing potable water to the Noa Street area in unincorporated St. Lucie County. A description of the boundaries of the real property within the proposed MSBU is attached hereto and made a part hereof as Exhibit "A". A list of the current parcel numbers within the proposed MSBU is attached hereto and made a part hereof as Exhibit "B"; and, WHEREAS, The Noa Street MSBU is located within the boundaries of FPUA's Utility Service Area; and, WHEREAS, the parties believe that it is in their mutual best interest to cooperate in providing potable water to Noa Street. NOW, THEREFORE, FPUA, the City, and the County hereby agree and covenant on the terms and conditions hereinafter stated: 1. GENERAL. This Agreement is entered into pursuant to Section 163.01, Florida Statutes, the Florida Interlocal Cooperation Act. This Agreement embodies the whole understanding of the parties. There are no promises, terms, conditions, or obligations other than those contained therein, and this Agreement shall supersede all previous telecommunications, representations, or agreements, either verbal or written, between the parties hereto. 2. FPUA RESPONSIBILITIES. FPUA's responsibilities under this Agreement are as follows: JOSEPH E. SMITH, CLERK OF THE CIRCUIT COURT SAINT LUCIE COUNTY FILE # 3987126 08/21 /2014 at 09:57 AM OR BOOK 3664 PAGE 1141 - 1150 Doc Type: AGR RECORDING: $86.50 1 of 10 a. FPUA shall design and install or cause to be designed and installed a system including all pipes, services, mains and appurtenances thereto (the "System") necessary to provide potable water to the Noa Street area. The design and installation of the System shall be done in accordance with all applicable, standard FPUA policies and procedures. The County reserves the right to review and approve the utilities plans and bid documents before inclusion in the bid package. b. If easements are required, FPUA shall attempt to obtain all necessary easements for installation and maintenance of the System. FPUA shall not be required, however, to condemn any such easements or expend funds for acquisition of same. If appropriate easements satisfactory to FPUA are not obtained, FPUA shall have no further obligation under this Agreement. c. FPUA shall administer a project to install the System to include but not limited to awarding the contract for design, construction, and inspection during construction, shop drawing approvals, change order approvals, project certification, and production of record drawings. d. Upon completion of the System and acceptance of ownership of the System by FPUA, FPUA shall be responsible for the operation and maintenance of the System. e. Prior to the public hearing to be held by the St. Lucie County Board of County Commissioners pursuant to Section 1-13.6-7 of the St. Lucie County Code of Ordinances to adopt a preliminary assessment roll for the Noa Street MSBU, FPUA shall provide an itemized final estimated cost (the "Final Estimated Cost") for the installation of the System to the County. The Final Estimated Cost shall include the cost of testing, permits, surveying, legal, design, construction, contingencies allowance, construction administration, certification, record drawings, and acquisition of easements for the installation of the System and shall be subject to the approval of the County. Any unexpected costs incurred during the construction and installation of the System beyond the Final Estimated Cost shall be the responsibility of FPUA. f. If the County does not levy a special non-ad valorem assessment as described below, FPUA shall be responsible for the cost of all design or other work done by FPUA related to the System. The County shall use its best efforts to notify FPUA as soon as possible of any decision not to levy an assessment. 2 of 10 g. FPUA shall make a monetary contribution of $34,979 towards the construction cost of the project. 3. COUNTY RESPONSIBILITIES. In the event the County determines at a public hearing to create a MSBU and to levy a non-ad valorem special assessment, the County's responsibilities under this Agreement are as follows: a. The Board of County Commissioners of St. Lucie County, Florida shall act as the governing body of the Noa Street MSBU and shall levy a non-ad valorem special assessment (the "Assessment") on the landowners within the limits of the MSBU to fund the cost of the installation of the System as required for connection to the FPUA water system. b. The County shall pay to FPUA an amount not to exceed the Final Estimated Cost for the installation of the System. All other applicable fees and charges for connection to the FPUA water system will be the responsibility of the landowners. The amount of the capital improvement charge shall reflect the current FPUA charges on the date of the submission of the Final Estimated Cost to the County. Payment by the County to FPUA shall be within 30 working days after the County has obtained funds from the issuance of bonds to finance the project and after the approval of the costs by the St. Lucie County Director of Engineering or his designee. c. Upon the request of FPUA, the County's Property Acquisition Division shall provide staff assistance to FPUA for the acquisition of easements necessary for the installation and maintenance of the System. 4. TERMINATION. Unless terminated by the mutual written agreement of all parties, this agreement shall remain in full force and effect until all of its terms and conditions have been met. 5. NOTICE OF CITY ANNEXATION REQUIREMENT. The following notice is required by the City and should not be construed in any way as an endorsement of the City's annexation policies by the County. As a condition precedent for connection to the FPUA water system, FPUA requires all users to sign an annexation agreement whereby the user consents to and requests that his or her property be annexed into the city limits of Fort Pierce whenever such annexation may legally occur and that FPUA will refuse to allow connection to its water system unless and until the 3 of 10 referenced annexation agreement is signed. This annexation agreement shall be in the form utilized by FPUA, shall be irrevocable and shall be binding on the heirs, successors and assigns of all such users. 6. CONSENT TO COUNTY MSBU UPON ANNEXATION. The parties acknowledge that if the Noa Street MSBU is annexed into the City, this will result in the existence of a St. Lucie County Municipal Services Benefit Unit within the jurisdictional boundary of the City. Accordingly, the City agrees that if it intends to annex the Noa Street MSBU into the City, it will include within the appropriate annexation ordinance a statement that the City consents to the existence of the Noa Street MSBU within the boundaries of the City pursuant to the provisions of Section 125.01(q), Florida Statutes or other applicable law. 7. VALIDATION OF BOND AND ASSESSMENT ROLL. A condition precedent to the effectiveness of this Agreement is the entry of a Final Judgment (and the expiration of the appropriate appeal period) by a court of competent jurisdiction validating the issuance of bonds to finance the System along with the assessment roll adopted by the Board (the "Bond Validation Proceeding") In the event that either a Final Judgment validating the bonds and assessment roll is not entered or an appellate court reverses the Final Judgment, the Agreement shall automatically terminate and the parties shall have no further responsibilities under the Agreement including but not limited to any payments due to FPUA by the County. Notwithstanding the foregoing, if either a Final Judgment validating the bonds and assessment roll is not entered or an appellate court reverses the Final Judgment, the County reserves the right to be reimbursed by FPUA for all outside counsel legal fees and costs incurred by the County in the Bond Validation Proceeding as well as in any related appeal. The County agrees to consult with FPUA concerning the expenditure of money for outside bond counsel services related to the Bond Validation Proceeding and further agrees that such expenditure shall not exceed five thousand and no/100 dollars ($5000.00) without the express written consent of FPUA. The County's right to reimbursement shall survive the termination of this Agreement as described in this paragraph. 8. ADDITIONAL CONNECTIONS. For so long as any bonds issued by the County to finance the System are outstanding, FPUA shall inform the County in advance of any additional connections to the System proposed for real property not previously included on the assessment roll for the Noa Street MSBU. The County shall then determine whether such additional property should be assessed a pro rata share of the costs associated with the System and the 4 of 10 terms and conditions pursuant to which the Assessment will be collected. At the County's request, FPUA shall obtain a written consent, in a form approved by the County Attorney, from the owners of such property which acknowledges that the property will be assessed and included on the assessment roll for the Noa Street MSBU. Proceeds of the Assessment imposed against such property shall be used to pay debt service on bonds issued by the County to finance construction and acquisition of the System. 9. SYSTEM RELOCATION. If within five (5) years after installation System, the thereof, the expenses, an relocation so of-Way permit of the pipes, mains and appurtenances comprising the County shall require FPUA to relocate any portion n the County shall be responsible for the costs and d for obtaining any easements, associated with such long as the system was installed per County Right- conditions. 10. NOTICE. All notices or other communications hereunder shall be in writing and shall be deemed duly given if delivered in person or sent by certified mail return receipt requested and addressed as follows: If to County: St. Lucie County Administrator 2300 Virginia Avenue, Annex Fort Pierce, Florida 34982 With a copy to: St. Lucie County Attorney 2300 Virginia Avenue, Annex Fort Pierce, Florida 34982 With a copy to: St. Lucie County Public Works Director 2300 Virginia Avenue, Annex Fort Pierce, Florida 34982 If to FPUA: Director of Utilities Fort Pierce Utilities Authority P.O. Box 3191 Fort Pierce, Florida 34948 With a copy to: FPUA Attorney P.O. Box 3191 Fort Pierce, Florida 34948 5 of 10 If to the City: City Manager City of Fort Pierce 100 North U.S. 1 Fort Pierce, Florida 34950 With a copy to: Fort Pierce City Attorney P.O. Box 3779 Fort Pierce, Florida 34948 11. ENTIRE AGREEMENT. This Agreement constitutes the entire Agreement between the parties with respect to the subject matter and supersedes all prior verbal or written agreement between the parties with respect hereto. This Agreement may only be amended by written document, property authorized, executed and delivered by the parties hereto. This Agreement shall be interpreted as a whole unit. All interpretations shall be governed by the laws of the State of Florida. 12. FILING. This Agreement and any subsequent amendments thereto shall be filed with the Clerk of Court of St. Lucie County pursuant to Section 163.01(11}, Florida Statutes. 6 of 10 IN WITNESS WHEREOF, the parties have caused the execution by their duly authorized officials. ATTEST: ,, EPUTY CLE K A TEST: .~~~~ ~%~ SECRETARY (FPUA Sea]_) ATTEST Z`ITY CLERK BOARD OF TY CONIl~lISSIONERS ST., I LINTY, RIDA CHAIRPE SO DATE : (~ /faZ ~l APPROVED /~ TO F01~M AN CORRECTNESS : ,. /i . „ COUN']~'Y ATTOK FORT PIERCE UTILI IES AUTHORITY BY : ~ ~ /b`~ 1 CHAIRPERSON DATE : 'y~ APPROVED AS TO FORM AND CORRECTNESS: ATTORNEY FOR FPUA CITY OF FORT PIERCE BY: MAYOR DATE: < ,~. `t/ APPRO D A TO FORM AND COR CTN S: CI Y A ORNEY 7 of 10 Exhi it A I;EGAL DESCRIPTION: NOA STREET MSBU A PARCEL OF LAND LYING WITHIN SECTION 10, TOWNSHIP 36 SOUTH, RANGE 40 EAST, ST. LUCIE COUNTY, FLORIDA. SAID PARCEL BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS: COMMENCE AT THE INTERSECTION OF THE NORTHERLY EXTENSION OF THE EAST LINE OF LOT 17, BLOCK 1 OF WHITE CITY ESTATES AS RECORDED IN PLAT BOOK 9 AT PAGE 48 OF 7'HE PUBLIC RECORDS OF ST. LUCIE COUNTY, FLORIDA AND THE NORTH LINE OF SECTION 10, TOWNSHIP 36 SOUTH, RANGE 40 EAST; THENCE EAST ALONG THE SAID NORTH LINE TO A AOINT ON THE WEST' LINE OF THE EAST 842 FEET OF THE NORTHEAST 1/4 OF TI-IE NORTHWEST 1/4 OF SECTION 10, TOWNSHIP 36 SOUTH, RANGE 40 EAST AND THE POINT OF BEGINNING; THENCE SOUTH ALONG THE WEST LINE OF THE EAST 842 FEET OF THE NORTHEAST 1/4 OF THE NORTHWEST 1/4 OF SAID SECTION !0 T'O A POINT ON THE NORTH LINE OF LOT 243 OF WHITE CITY SUBDIVISION AS RECORDED IN PLAT BOOK 1 AT PAGE 23 OF THE PUBLIC RECORDS OF ST. LUCIE COUNTY, FLORIDA; THENCE WEST ALONG THE NORTH LINE OF SAiD LOT 243 A DISTANCE OF 319.2d FEET TO THE NORTHEAST CORNER OF A PARCEL OF LAND RECORDED IN OFFICIAL RECORD BOOK 3104 AT PAGE 852; THENCE SOUTH ALONG THE EAST LINE OF SAID PARCEL AND SOUTHERLY EXTENSION THEREOF A DISTANCE OF 331.10 FEET TO A POINT ON THE NORTH LINE OF LOT 40, BLOCK B OF ULRICH SUBDIVISION AS RECORDED IN PLAT BOOK 5 AT PAGE d4; THENCE WEST ALONG THE NORTH LINE AND WESTERLY EXTENSION THEREOF TO THE SOUTHWEST CORNER OF LOT 5, BLOCK B OF SAID ULRICH SUBDiVSION; THENCE NORTH ALONG THE WEST LINE AND THE NORTHERLY EXTENSION THEREOF TO THE SOUTHWEST CORNER OF LOT 5, BLOCK A OF SAID ULRICH SUBDIVISION; THENCE EAST ALONG THE SOUTH LINE OF SAID LOT 5 BLOCK A TO THE SOUTHWEST CORNER OF LOT b, BLOCK A OF SAID ULRICH SUBDIVISION; THENCE NORTH ALONG THE WEST LINE OF SAID LOT 6, BLOCK A TO THE NORTHWEST CORNER OF SAID LOT 6, BLOCK A; THENCE EAST ALONG THE NORTH LINE OF BLOCK A OF ULRICH SUBDIVISION TO THE NORTHEAST CORNER OF LOT 13, BLOCK A OF SAID ULRICH SUBDIVISION; THENCE N 00° 01'09" W ALONG THE WEST LINE OF LOT 230 OF WHITE CITY SUBDIVISION AS RECORDED IN PLAT BOOK 1 AT PAGE 23 A DISTANCE OF 31 d.73 FEET TO THE NORTHWEST CORDER OF A PARCEL OF LAND AS RECORDED 1N ORB 1573, PAGE 244 OF THE PUBLIC RECORDS OF ST. LUCIE COUNTY; THENCE S 89° S4' S8" E ALONG THE NORTH LINE OF SAID PARCEL AND THE EASTERLY EXTENSION THEREOF A DISTANCE OF 446.65 FEET; THENCE N 00° 02'00" W A DISTANCE OF 1.23 FEET; THENCE S 89° 55'44" E A DISTANCE OF 198.8 FEET MORE OR LESS TO A POINT ON THE EAST RIGHT (.~F WAY LINE OF MELVILLE ROAD; THENCE NORTH ALONG SAID EAST RIGHT OF WAY LINE OF MELVILLE ROAD TO A POINT OF INTERSECTION WITH THE NORTH LINE OF SECTION 10, TOWNSHIP 36 SOUTH, MANGE 40 EAST; THENCE EAST ALONG THE NORTH LINE OF SAID SECTION 10 TO THE POINT OF BEGINNING. LESS AND EXCEPT ROAD AND CANAL RIGHT OF WAYS OF RECORD. SEPTEMBER 4, 2013 RON HARRIS COUNTY SURVEYOR 8 of 10 Noa Street MSBU N FLOOD RD ANtTA ST BUCKEYE DR BRACK RD CORY_CAMPBELI:.RD GOPHER,RIDGE RD GOPHER HILL-RD KEARNEY RD 4 OLIVE ST ~ z a ~ a z > ~ w ~ g ~ TUPEL'05~ NOA' S7 } x RUSS RD"'-" ~ v7 Q r z ULRICH RD O z o tso aoo tsd sao Fcel Mefl prepared Merck it, 2013 ma~yy.... by~q1~ Jc.-~riGrf Wft~i' GJS 9 of 10 "EXHIBIT B" Noa Street MSBU Parcel List 340350202960008 340350202960802 340350202960905 340350202961009 340350202961102 340350202961308 340350202961504 340350202961607 340350202961700 340350202961803 340350202961858 340350202961906 340350202962103 340350202962206 340350202962309 340350202962402 340350202962505 340350202962608 340350202962701 340350203170002 340350203180009 340350203190006 340350203240004 340350203250001 340350203250104 340350203260008 340350203260101 340350203270005 340350203274108 341021100010003 341060300070008 341060300090002 341060300200005 341060300240003 341060300250000 341060300270004 10 of 10