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HomeMy Public PortalAbout10242022 City Council Regular Meeting Agenda Packet    CITY COUNCIL REGULAR MEETING AGENDA October 24, 2022 6:00 p.m. Council Chambers The Public is invited to view our meetings on the City of Crestview Live stream at https://www.cityofcrestview.org or the City of Crestview Facebook Page. You may submit questions on any agenda item in advance (by 3:00 p.m. the day of the meeting) to cityclerk@cityofcrestview.org. 1. Call to Order 2. Invocation, Pledge of Allegiance 2.1. Youth Pastor Clint Nelson of Lifepoint Church 3. Open Policy Making and Legislative Session 4. Approve Agenda 5. Presentations and Reports 5.1. Fire Department Strategic Plan Presentation 5.2. Employee of the Quarter 5.3. Proclamation declaring Saturday, November 26, 2022 as Small Business Saturday 6. Consent Agenda 6.1. Sewer Division Vacuum Truck Purchase 6.2. Approval of October 10, 2022 City Council Minutes 6.3. Concessionaire Agreement with Compass Rose Disc Golf Course 7. Public Hearings / Ordinances on Second Reading 8. Ordinances on First Reading 8.1. Ordinance 1897 - Airport Road Annexation 8.2. Ordinance 1903 Friendship Lane Annexation 8.3. Ordinance 1904 - Friendship Lane Comprehensive Plan Amendment Page 1 of 159     8.4. Ordinance 1905 - Friendship Lane Rezoning 9. Resolutions 10. Action Items 11. City Clerk Report 11.1. Citizen of the Year nominations are due by November 1, 2022. 12. City Manager Report 12.1. Financial Update - Finance Director 13. Comments from the Mayor and Council 14. Comments from the Audience 15. Adjournment The Presentations section is for items that were submitted by a citizen or group of Citizens no later than the Wednesday 2 weeks prior to the meeting to the Clerk's office for approval. These items will be scheduled under the section titles Presentations and Reports. Supporting documents must be submitted at this time to be on the regular agenda. All Action Items are for staff and elected officials only and must be submitted for approval no later than the Wednesday 10 days prior to the meeting. Those not listed on the regular agenda who wish to address the council should fill out a yellow card. The card must be submitted to the City Clerk. Speaking time should be three minutes or less, large groups may designate a spokesperson. All remarks should be addressed to the Council as a whole and not to individual members. All meeting procedures are outlined in the Meeting Rules and Procedures brochure available outside the Chambers. Florida Statute 286.0105. Notices of meetings and hearings must advise that a record is required to appeal. Each board, commission, or agency of this state or of any political subdivision thereof shall include in the notice of any meeting or hearing, if notice of the meeting or hearing is required, of such board, commission, or agency, conspicuously on such notice, the advice that, if a person decides to appeal any decision made by the board, agency, or commission with respect to any matter considered at such meeting or hearing, he or she will need a record of the proceedings, and that, for such purpose, he or she may need to ensure that a verbatim record of the proceedings is made, which record includes the testimony and evidence upon which the appeal is to be based. The requirements of this section do not apply to the notice provided in s. 200.065(3). In accordance with Section 286.26, F.S., persons with disabilities needing special accommodations, please contact Maryanne Schrader, City Clerk at cityclerk@cityofcrestview.org or 850- 628-1560 option 2 within 48 hours of the scheduled meeting. Any invocation that is offered before the official start of the City Council meeting shall be the voluntary offering of a private person, to and for the benefit of the City Council. The views or beliefs expressed by the invocation speaker have not been previously reviewed or approved by the City Council or the city staff, and the City is not allowed by law to endorse the religious beliefs or views of this, or any other speaker. Persons in attendance at the City Council meeting are invited to stand during the opening invocation and Pledge of Allegiance. However, such invitation shall not be construed as a demand, order, or any other type of command. No person in attendance at the meeting shall be required to participate in any opening invocation that is offered. A person may exit the City Council Chambers and return upon completion of the opening invocation if a person does not wish to participate in or witness the opening invocation. Page 2 of 159 CITY OF CRESTVIEW Item # 5.1. Staff Report CITY COUNCIL MEETING DATE: October 24, 2022 TYPE OF AGENDA ITEM: Presentation TO: Mayor and City Council CC: City Manager, City Clerk, Staff and Attorney FROM: Tim Bolduc, City Manager DATE: 10/20/2022 SUBJECT: Fire Department Strategic Plan Presentation BACKGROUND: The Crestview Fire department was founded in 1938. In early 2022, we determined a need for strategic planning. The purpose of strategic planning is to set overall goals for and to develop a plan to achieve them. This process involves stepping back from the day-to-day operations, looking to the future, and determining where our priorities should be in order to provide excellent municipal services. DISCUSSION: The initial strategic planning session was held on July 26,2022, with every member of the fire department present. We were able to have all staff, on duty and off duty, present for the initial strategic planning session thanks to a partnership with North Okaloosa Fire District. Following this meeting, department representatives were selected and additional planning sessions were held in August and September 2022. During these sessions, strengths, weaknesses, opportunities and threats were discussed, short term and long term goals discussed, and focus areas for the future were prioritized. The entire 2022 Crestview Fire Department strategic plan is attached for your review. GOALS & OBJECTIVES This item is consistent with the goals in A New View Strategic Plan 2020 as follows; Foundational- these are the areas of focus that make up the necessary foundation of a successful local government. Financial Sustainability- Achieve long term financial sustainability Organizational Capacity, Effectiveness & Efficiency- To efficiently & effectively provide the highest quality of public services Infrastructure- Satisfy current and future infrastructure needs Communication- To engage, inform and educate public and staff Quality of Life- these areas focus on the overall experience when provided by the city. Community Character- Promote desirable growth with a hometown atmosphere Safety- Ensure the continuous safety of citizens and visitors Mobility- Provide safe, efficient and accessible means for mobility Opportunity- Promote an environment that encourages economic and educational opportunity Page 3 of 159 Play- Expand recreational and entertainment activities within the City Community Culture- Develop a specific identity for Crestview FINANCIAL IMPACT There is no financial impact from this presentation. RECOMMENDED ACTION Staff respectfully requests City Council review and provide any comments on the plan to the Fire Chief. Attachments None Page 4 of 159 CITY OF CRESTVIEW Item # 5.2. Staff Report CITY COUNCIL MEETING DATE: October 24, 2022 TYPE OF AGENDA ITEM: Presentation TO: Mayor and City Council CC: City Manager, City Clerk, Staff and Attorney FROM: Tim Bolduc, City Manager DATE: 10/20/2022 SUBJECT: Employee of the Quarter BACKGROUND: The City of Crestview appreciates the efforts of employees to achieve its goals and to fulfill its vision statement. Outstanding employees deserve to be recognized both as a reward for exceptional performance and as a model to other employees. The “One City One Mission” program recognizes two employees each quarter: one member of the general staff and one public safety employee. Nominations for the award are submitted by employees and the winners are selected by a committee consisting of the department heads. Nominations are based on excellent job performance, dependability and/or innovation during the quarter for which the award is to be given. All nominations relate back to the City’s mission “The City of Crestview's mission is to improve the quality of life by providing exceptional municipal services” or motto of “One City, One Mission”. This program is sponsored by All In Credit Union. DISCUSSION: The winners for this quarter are Officers Kristy Peters with the Crestview Police Department and Stephanie Raybon, Executive Assistance to the Parks and Recration Director. GOALS & OBJECTIVES This item is consistent with the goals in A New View Strategic Plan 2020 as follows; Foundational- these are the areas of focus that make up the necessary foundation of a successful local government. Financial Sustainability- Achieve long term financial sustainability Organizational Capacity, Effectiveness & Efficiency- To efficiently & effectively provide the highest quality of public services Communication- To engage, inform and educate public and staff FINANCIAL IMPACT There is no financial impact for this award. RECOMMENDED ACTION Staff respectfully recommends the City Council congratulate these winners on their exceptional performance. Page 5 of 159 Attachments None Page 6 of 159 CITY OF CRESTVIEW Item # 5.3. Staff Report CITY COUNCIL MEETING DATE: October 24, 2022 TYPE OF AGENDA ITEM: Presentation TO: Mayor and City Council CC: City Manager, City Clerk, Staff and Attorney FROM: Jerry Whitten, Mayor DATE: 10/18/2022 SUBJECT: Proclamation declaring Saturday, November 26, 2022 as Small Business Saturday BACKGROUND: Information on the importance of celebrating Small Business Saturday for our local business community. DISCUSSION: Mayor JB Whitten will read a proclamation declaring Saturday, November 26, 2022 as Small Business Saturday in Crestview. GOALS & OBJECTIVES This item is consistent with the goals in A New View Strategic Plan 2020 as follows; Foundational- these are the areas of focus that make up the necessary foundation of a successful local government. Financial Sustainability- Achieve long term financial sustainability Organizational Capacity, Effectiveness & Efficiency- To efficiently & effectively provide the highest quality of public services Infrastructure- Satisfy current and future infrastructure needs Communication- To engage, inform and educate public and staff Quality of Life- these areas focus on the overall experience when provided by the city. Community Character- Promote desirable growth with a hometown atmosphere Safety- Ensure the continuous safety of citizens and visitors Mobility- Provide safe, efficient and accessible means for mobility Opportunity- Promote an environment that encourages economic and educational opportunity Play- Expand recreational and entertainment activities within the City Community Culture- Develop a specific identity for Crestview FINANCIAL IMPACT n/a RECOMMENDED ACTION Page 7 of 159 No action required. Attachments 1. Proclamation _Small Business Saturday Page 8 of 159 Proclamation Whereas, the government of Crestview, Florida, celebrates our local small businesses and the contributions they make to our local economy and community; and Whereas, according to the United States Small Business Administration, there are 32.5 million small businesses in the United States, small businesses represent 99.7% of firms with paid employees, small businesses are responsible for 62% of net new jobs created since 1995, and small businesses employ 46.8% of the employees in the private sector in the United States, and Whereas, 79% of consumers understand the importance of supporting the small businesses in their community on Small Business Saturday®, 70% report the day makes them want to encourage others to Shop Small®, independently-owned retailers, and 66% report that the day makes them want to Shop Small all year long; and Whereas, 58% of shoppers reported they shopped online with a small business and 54% reported they dined or ordered takeout from a small restaurant, bar, or café on Small Business Saturday in 2021; and Whereas, Crestview, Florida supports our local businesses that create jobs, boost our local economy, and preserve our communities; and Whereas, advocacy groups, as well as public and private organizations, across the country have endorsed the Saturday after Thanksgiving as Small Business Saturday. Now, Therefore, I, JB Whitten, Mayor of Crestview, Florida do hereby proclaim, November 26, 2022, as SMALL BUSINESS SATURDAY And urge the residents of our community, and communities across the country, to support small businesses and merchants on Small Business Saturday and throughout the year. DULY PASSED AND ADOPTED BY: _______________________________ Mayor JB Whitten City of Crestview Page 9 of 159 CITY OF CRESTVIEW Item # 6.1. Staff Report CITY COUNCIL MEETING DATE: October 24, 2022 TYPE OF AGENDA ITEM: Action Item TO: Mayor and City Council CC: City Manager, City Clerk, Staff and Attorney FROM: Michael Criddle, Public Services Director DATE: 10/20/2022 SUBJECT: Sewer Division Vacuum Truck Purchase BACKGROUND: The Sewer Division vacuum truck is a critical component for maintenance of the city's lift stations and wastewater collection system. This equipment is used daily to clear restricted sewer lines, and pump lift stations and manholes to eliminate blockages as needed. There is no other equipment in the city's inventory that can perform the function of the vacuum truck. Due to the number of lift stations in the wastewater collection system, which is now approaching ninety, the need for a second truck is imperative. DISCUSSION: The city's current vacuum truck is a 2018-year model and has been used extensively since being purchased. Due to the nature of the usage, these trucks are prone to periodic breakdowns and necessary component overhauls. The availability of rental trucks has been negatively impacted by the ongoing supply chain shortages that persist from the Covid-19 shutdowns, and also from natural disasters that occur such as hurricane Ian. The purchase of a second vacuum truck will provide the Sewer Division with the flexibility of being able to have one truck repaired or serviced and still having one truck available to meet the needs of the citizens of Crestview. GOALS & OBJECTIVES This item is consistent with the goals in A New View Strategic Plan 2020 as follows; Foundational- these are the areas of focus that make up the necessary foundation of a successful local government. Organizational Capacity, Effectiveness & Efficiency- To efficiently & effectively provide the highest quality of public services Infrastructure- Satisfy current and future infrastructure needs Quality of Life- these areas focus on the overall experience when provided by the city. Community Character- Promote desirable growth with a hometown atmosphere Safety- Ensure the continuous safety of citizens and visitors FINANCIAL IMPACT The cost of the 2023 Vactor 2100i Combination Sewer Cleaner truck is $536,983.27. This purchase is under the Sourcewell (NJPA) contract # 101221-VTR. All Sourcewell contract documents are attached. The purchase Page 10 of 159 will be funded by the Sanitation Fund, loaned to the Utility Fund. The Utility Fund will reimburse the Sanitation Fund over a period of time. RECOMMENDED ACTION Staff respectfully requests approval to purchase the 2023 Vactor truck as indicated on the attached quotation # SECQ5227. Attachments 1. SECQ 5227 2. Vactor Contract 101221 3. Vactor 101221-VTR Pricing 4. Board Resolutions 5. RFP and Addendums-Sewer Vac. 101221 Page 11 of 159 QU OT E QUOTE #SECQ5227 DATE Aug 29, 2022 CONTRACT CUSTOMER ID #2845 CONTRACT #101221-VTR To:Michael Criddle Sa le s Conta ct:Jeff Bodiford City of Crestview 251-298-9398715 N. Ferdon Blvd. Crestview, FL 32536 United States jeffb@secequip.com Phone:850-682-6132 criddlem@cityofcrestview.org QUOTE STATUS SHIPPING TERMS DELIVERY IN DAYS PAYMENT TERMS Sourcewell (NJPA)Customer Location 270 - 330 Days Net Delivery QTY DESCRIPTION 1 Vactor 2100i Com bination Sewer Cleaner wi th 15 cubic yard debris body, Roots 824 16" bl ower, 80 GPM @ 2500 PSI water s ys tem and 1500 gallon water capaci ty 1 Includes al l s tandard features pl us the fol lowing equipm ent: Debris body was hout 6" rear door knife valve with Cam loc coupling, 3:00 pos i tion Externally m ounted tras h pum p with floating arm Four (4) cycl one s eparators Folding pipe rack, curbs ide Folding pipe rack, s treet s ide Rear door s plas h s hield Lube m anifold with l ube chart Front bl ower controls Blower high tem p s afety s hutdown Di gital water level indicator 180 degree 10 foot teles coping boom with elbow Belly pack wireles s controls with LCD di s play 600' x 1" Piranha s ewer hos e 2500 PSI Hos e wi nd guide (dual roller) Auto, non-indexing Rodder hos e pinch roller Hi gh pres s ure 1/2" hos e reel Rodder pum p drain valves Fi nal filter and s ilencer ball valve drains Rear directional control, LED arrowboard Wireles s , waterproof, rechargable, handheld LED s pot light Li ghting package, 6 Federal Si gnal s trobe lights LED work li ghts on boom LED work li ght curb s ide LED work li ght operator s tation Behind cab tool box 16 x 30 x 96 (3) 8" x 5' alum inum vacuum tubes (3) 8" qui ck clam ps 1" x 15' leader hos e Hydrant wrench 1 R30989 Electric lateral cleani ng reel, pay in/out with s peed control, 200' 1/2" hos e Created on 08/29/22 19:32:06 b y QuoteWerk s Page 12 of 159 QTY DESCRIPTION 1 Vactor 5 year warranty 1 Nozzle package A: Grenade, Chis el Point, Aquadrill & Warthog WG package 1 Included Vactor parts and acces s ories over 5 year peri od: (2) rolls of 1" x 600' s ewer hos e (2) debris hos es (4) cage/cap gas kets and s creens for water s ys tem 1 Vactor PM i ns pections - quarterly for 5 years 1 2023 Freightl iner 114SD 370 HP, Allis on autom atic, 66,000 GVWR 1 Extended chas s i s warranties : Cum m ins 5 year / 100,000 m i le engine Cum m ins 5 year / 100,000 m i le after treatm ent Truck 5 year / 200,000 m i le Al lis on 5 year unl im i ted Towing 5 year unli m ited, cap applies 1 LESS: Sourcewell (NJPA) di s count per contract # 101221-VTR -$11,522.73 This quote does not incl ude any federal, s tate, or local taxes . * In s tock equipm ent are s ubject to prior s ale. * $536,983.27TOTALThis Quote is valid for 30 Days. Ple a se contact me if I ca n be of furthe r a ssista nce . MOBILE OFFICEBIRMINGHAM OFFICE 2800 Powel l Avenue Birm ingham , AL 35233 Ph: (205) 324-3104 Fax: (205) 324-2679 2025 Wes t I-65 Servi ce Road North Mobile, AL 36618 Ph: (251) 631-3766 Fax: (251) 631-3768 SHELBYVILLE OFFICE STONECREST OFFICE 3196 Highway 231 North Shelbyvi lle, TN 37160 Ph: (615) 696-7066 Fax: (615) 413-5323 2601 South Stone Mountai n Lithonia Road Stonecres t, Georgi a 30058 Ph: (706) 685-6900 Fax: (706) 609-3491 Created on 08/29/22 19:32:06 b y QuoteWerk s Page 13 of 159 THIS CHANGES EVERYTHING AGAIN . . Page 14 of 159 THE NEW VACTOR® 2100i. SIMPLY BETTER. intuitive. intelligent. innovative. individualized. incomparable. These words describe the new Vactor 2100i. Add it all together and you have a machine that combines proven performance with a new level of simplicity and ease. With an emphasis on ergonomics, Vactor has engineered an array of innovations that together speeds work, reduces fatigue on your operators, and lets them focus on the work in front of them, not the machine behind them. Among the host of innovations you‘ll find on the 2100i are: • New IntuiTouchTM single in-cab control screen for PTO/Transfer Case Activation that is as simple as pushing a button • New IntuiTouch operator control station that features a singular, adjustable control panel for operator ease and comfort during all sewer cleaning functions • New 7” easy-to-read screen at the operator’s station to monitor critical data from the sewer cleaning system and chassis • New optional wireless controls, including updated belly pack and handheld remotes featuring a view screen for monitoring key operational functions when working away from the truck • New optional RDB 1015TM Rapid Deployment Boom telescopes out 10 feet and extends the debris hose down 15 feet minimizing the need for additional tubes, speeding and easing set-up and tear-down The new 2100i is truly the evolution of a revolution that is not just easier to operate…it’s easier on the operator Page 15 of 159 VACTOR 2100i. INTUITIVE IN EVERY WAY. New IntuiTouch® one-touch in-cab controls redefine simplicity • 7” touch screen control features backlit tactile buttons • Includes controls and viewing screen for camera, lighting, recirculation and PTO/Transfer case activation • One-Touch engagement to activate PTO and transfer case – allowing operators to gain control of all operational systems • Operator can view the current operating mode, recirculation status, flows, pressures and more New IntuiTouch control station puts all cleaning system functions into a single, simple control panel • Articulating controls with up/down adjustment for individualized maximum comfort – articulation allows the control panel to adjust on a 90 degree arc for better access and screen visibility while operating the hose reel and boom • All controls are consolidated into a single control panel including a 7” dashboard screen with glove-friendly tactile buttons featuring at-a-glance data for water pressure and flow, hose footage, chassis RPM, vacuum information, water level*, debris tank level* and more • New, reliable touch buttons with backlit feedback enable the operator to know if a selected function is active • The new hose reel joystick significantly improves response time and pays in and out in the direction of the hose reel • The boom joystick has a telescoping feature built in, giving the operator full mobility with multiple direction boom movement for quicker set up • Operators have full control of the water system via a single Multi-Flow control dial – enabling them to precisely match the flow and pressure to the job requirements • E-stops located at all operator control points bring the unit to a safe condition to protect both the operator and the equipment *Optional equipment Page 16 of 159 UP AND DOWN, FRONT AND BACK THE VACTOR 2100i OFFERS YOU GREATER OPERATING EASE AND EFFICIENCY. • JetRodder® Water Pump • Uniquely designed for sewer cleaning, the JetRodder Water Pump provides smooth continuous flows through its entire operating range – ranges available from of 0 to 100 GPM and pressures up to 3000 PSI • Easily activated, powerful “Jackhammer” action for long runs or difficult blockages • The slow movements of its five moving parts make the Vactor JetRodder pump the industry leader in longevity and carefree maintenance • Vactor’s Multi-Flow system lets operators set the flow at a lower rpm resulting in better fuel economy without sacrificing performance • Vactor’s unique air-routing and filtration system get the work done faster, safer, and more productively • All water valves are located in the same mid-ship control station, reducing the amount of walking back and forth around the truck by the operator • The quieter engine design, high ground clearance, lower water fill point, and twist-and-lock pipe restraints enhance the operator experience • The hose reel can telescope out up to 15 inches and rotate up to 270O for optimal positioning • Vactor’s water tank system is designed and built with high quality, high-strength light weight aluminum for maximum capacity and maintaining a low center of gravity – the tanks feature superior corrosion resistance and are backed by a 10-year standard warranty • Unique Modul-Flex design provides for maximum capacities and optimum weight distribution on every truck • Standard 60 inch (1524 mm) high dump enables you to unload debris into roll-offs up to 5-feet (1.524 m) high without requiring a lift or ramp Page 17 of 159 *Optional equipment Vactor’s centrifugal cyclones* are designed and located to improve air filtration and permit easier cleaning IntuiTouch articulated controls put controls within comfortable reach, allowing operators to better focus on their work Page 18 of 159 THE VACTOR 2100i COMES IN THE CONFIGURATIONS YOU NEED. Our Positive Displacement (PD) model is ideal for pulling material long distances With blower offerings providing inlet volumes in excess of 5000 CFM and 18 Hg vacuum, the Vactor 2100i PD is the machine you need to tackle your deepest pulls. In addition, our multi-stage blower filtration system is the most productive of its kind, and unique design features make the 2100i the most operator friendly unit available. For all around service, choose a single engine, single or dual stage fan model Vactor’s fan system is the right choice for all-around sanitary and storm sewer cleaning. Whether equipped with a single or dual (for greater vacuum) fan system, our lightweight, perfectly balanced aluminum fan provides superior performance to handle your toughest jobs. Our unique system also minimizes energy consumption while maximizing performance. Our water recycling model saves thousands of gallons of clean water every shift Simple to operate, our self-cleaning system offers significant advantages: • Absolute water filtration to 100 micron particle sizes eliminates most abrasive particles to protect the water pump, hoses, nozzles, and sewer lines • 5-stage filtration system combines settling, centrifugal separation and absolute filtration to 100 microns • Simultaneous operation recycles water while cleaning lines • No moving parts in the body or tanks • Never a need to enter a body or tank to maintain the system components Page 19 of 159 CUSTOMIZE YOUR 2100i WITH PERFORMANCE DRIVEN OPTIONS. New wireless controls Vactor has enhanced its wireless controls with new belly pack and handheld remotes that feature two-way data transmission, including active pressure and flow information for the water and the ability to monitor hose footage being paid out or retracted. Our wireless controls also allow: • Extensive operation with greater control away from the fixed operator station • Multiple control functions including hose reel control, boom control, e-stop and more • Cold weather recirculation system • Liquid debris pump-off system • Debris flush-out system • Fail-safe hydraulic door locking system • Water tank capacity up to 1,500 gallons (5,678 L) • Pump delivery system up to 120 gpm • Hose reel capacity up to 1,000 ft. (305 m) • Automatic hose level wind guide • Safety warning lighting packages • Hydro-Excavation Kits Over 100 precision-engineered enhancements are available, including: Demo the new Vactor 2100i today.Visit Vactor.com to find your local dealer. Our RDB 1015 RapidDeployment Boom Our revolutionary new boom telescopes 10 feet out and extends the debris hose down 15 feet speeding work, and, in many cases, eliminating the need for additional tubes, reducing operator fatigue. The RDB 1015 offers you: • Dramatic reduction in set-up and tear-down time with boom’s ability to pay-in and pay-out 15 feet of vacuum hose • Reach greater depths without raising the position of the boom to enhance speed and efficiency • The ability to work in areas of low overhead clearance without raising the boom and still reach needed depths TM Page 20 of 159 THE NEW VACTOR 2100i Performance you expect from a proven leader. For nearly half a century, Vactor® Manufacturing has been the leader in building combination sewer cleaners that offer innovations and design advantages that drive productivity, enhance operator performance and security, and bring operations large and small greater economy and efficiency. With the new Vactor 2100i, we have once again raised the bar, bringing you a new level of operating ease and greater control. More than a manufacturer, Vactor offers you customized solutions featuring unmatched quality and backed by powerful support. When the rain is falling and the water is rising, Vactor is the brand you can trust. Vactor Manufacturing, Inc. • 1621 South Illinois Street • Streator, IL 61364 USA Phone 815.672.3171 • Fax 815.672.2779 Specifications subject to change without notice. Some products shown with optional equipment. Vactor®, JetRodder®, IntuiTouch®, RDB 1015TM, and ParkNClean® are registered trademarks of Vactor Manufacturing. This product may be covered by one or more United States Patents and/or pending patent applications. See: www.vactor.com/ patents. Vactor is a subsidiary of Federal Signal Corp. Federal Signal is listed in the NYSE by the symbol FSS. Effective Date 6/20 P/N 00107-I ©2020 Vactor Manufacturing vactor.com Sold & Serviced by: Page 21 of 159 101221-VTR Rev. 3/2021 1 Solicitation Number: RFP #101221 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Vactor Manufacturing, a division of Federal Signal, 1621 South Illinois St., Streator, IL 61364 (Supplier). Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Sourcewell issued a public solicitation for Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies from which Supplier was awarded a contract. Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities). 1. TERM OF CONTRACT A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B. EXPIRATION DATE AND EXTENSION. This Contract expires November 29, 2025, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier. C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All rights will cease upon expiration or termination of this Contract. 2. EQUIPMENT, PRODUCTS, OR SERVICES A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above.          Page 22 of 159 101221-VTR Rev. 3/2021 2 Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. All Equipment and Products provided under this Contract must be new and the current model. Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site. This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship. In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity. C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information. 3. PRICING All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal. When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location. Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be          Page 23 of 159 101221-VTR Rev. 3/2021 3 returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity. Supplier must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition. Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally delivers substandard or inferior Equipment or Products. B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 4. PRODUCT AND PRICING CHANGE REQUESTS Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator. At a minimum, the request must: x Identify the applicable Sourcewell contract number; x Clearly specify the requested change; x Provide sufficient detail to justify the requested change;          Page 24 of 159 101221-VTR Rev. 3/2021 4 x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged. A fully executed Sourcewell Price and Product Change Request Form will become an amendment to this Contract and will be incorporated by reference. 5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at government- owned facilities, including schools. Supplier’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6. PARTICIPATING ENTITY USE AND PURCHASING A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell          Page 25 of 159 101221-VTR Rev. 3/2021 5 contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract. Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entities may require the use of a Participating Addendum; the terms of which will be negotiated directly between the Participating Entity and the Supplier. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as e- commerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Supplier in the event of any of the following events: 1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or 2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements. E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase. 7. CUSTOMER SERVICE A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:          Page 26 of 159 101221-VTR Rev. 3/2021 6 x Maintenance and management of this Contract; x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, supply issues, customer issues, and any other necessary information. 8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made). The Report must contain the following fields: x Participating Entity Name (e.g., City of Staples Highway Department); x Participating Entity Physical Street Address; x Participating Entity City; x Participating Entity State/Province; x Participating Entity Zip/Postal Code; x Participating Entity Contact Name; x Participating Entity Contact Email Address; x Participating Entity Contact Telephone Number; x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description; x Item Purchased Price; x Sourcewell Administrative Fee Applied; and x Date Purchase was invoiced/sale was recognized as revenue by Supplier. B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee. The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased          Page 27 of 159 101221-VTR Rev. 3/2021 7 by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter. Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date. 9. AUTHORIZED REPRESENTATIVE Sourcewell's Authorized Representative is its Chief Procurement Officer. Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing. 10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid. C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties. D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties.          Page 28 of 159 101221-VTR Rev. 3/2021 8 E. CONTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party.For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern. F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent. 11. INDEMNITY AND HOLD HARMLESS Supplier must indemnify, defend, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees incurred by Sourcewell or its Participating Entities, arising out of any act or omission in the performance of this Contract by the Supplier or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. Sourcewell’s responsibility will be governed by the State of Minnesota’s Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law. 12. GOVERNMENT DATA PRACTICES Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Supplier under this Contract. 13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY 1. Grant of License. During the term of this Contract: a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use thetrademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Supplier. b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademarks in advertising and promotional materials for the purpose of marketing Supplier’s relationship with Sourcewell. 2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers,          Page 29 of 159 101221-VTR Rev. 3/2021 9 resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees. 3. Use; Quality Control. a. Neither party may alter the other party’s trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos. b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s trademarks only in good faith and in a dignified manner consistent with such party’s use of the trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated. 4. As applicable, Supplier agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Supplier in violation of applicable patent or copyright laws. 5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions. B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract. D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services.          Page 30 of 159 101221-VTR Rev. 3/2021 10 14. GOVERNING LAW, JURISDICTION, AND VENUE The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota. 15. FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 16. SEVERABILITY If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed. 17. PERFORMANCE, DEFAULT, AND REMEDIES A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue. 3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Supplier fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, the Supplier will bear any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed. B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: 1. Nonperformance of contractual requirements, or 2. A material breach of any term or condition of this Contract.          Page 31 of 159 101221-VTR Rev. 3/2021 11 The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may: x Exercise any remedy provided by law or equity, or x Terminate the Contract or any portion thereof, including any orders issued against the Contract. 18. INSURANCE A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following: 1. Workers’ Compensation and Employer’s Liability. Workers’ Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for Products-Completed operations $2,000,000 general aggregate 3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms          Page 32 of 159 101221-VTR Rev. 3/2021 12 no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent. Minimum Limits: $1,000,000 each accident, combined single limit 4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile. Minimum Limits: $2,000,000 5. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service. Minimum limits: $2,000,000 per occurrence $2,000,000 annual aggregate Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default. B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract. C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is          Page 33 of 159 101221-VTR Rev. 3/2021 13 primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors. E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention. 19. COMPLIANCE A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B. LICENSES. Supplier must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Supplier conducts with Sourcewell and Participating Entities. 20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing. Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time.          Page 34 of 159 101221-VTR Rev. 3/2021 14 21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional requirements based on specific funding source terms or conditions. Within this Article, all references to “federal” should be interpreted to mean the United States federal government. The following list only applies when a Participating Entity accesses Supplier’s Equipment, Products, or Services with United States federal funds. A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60- 1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference. B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Supplier must be in compliance with all applicable Davis-Bacon Act provisions.          Page 35 of 159 101221-VTR Rev. 3/2021 15 C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5). Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above. D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above. E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Supplier certifies that during the term of this Contract will comply with applicable requirements as referenced above. F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names          Page 36 of 159 101221-VTR Rev. 3/2021 16 of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file any required certifications. Suppliers must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352). H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Supplier must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Supplier must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition. K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Supplier that are directly pertinent to Supplier’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Supplier’s personnel for the purpose of interview and discussion relating to such documents. L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation          Page 37 of 159 101221-VTR Rev. 3/2021 17 and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. M. FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier not use the seal(s), logos, crests, or reproductions of flags or likenesses of Federal agency officials without specific pre-approval. N. NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to this Contract or any purchase by an Participating Entity and is not subject to any obligations or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter resulting from the Contract or any purchase by an authorized user. O. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The Contractor acknowledges that 31 U.S.C. 38 (Administrative Remedies for False Claims and Statements) applies to the Supplier’s actions pertaining to this Contract or any purchase by a Participating Entity. P. FEDERAL DEBT. The Supplier certifies that it is non-delinquent in its repayment of any federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit disallowance, and benefit overpayments. Q. CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services, Sourcewell, and Participating Entity as soon as possible if this Contract or any aspect related to the anticipated work under this Contract raises an actual or potential conflict of interest (as described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and Participating Entity are able to assess the actual or potential conflict; and provide any additional information as necessary or requested. R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S. Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism. S. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT. To the extent applicable, Supplier certifies that during the term of this Contract it will comply with applicable requirements of 2 C.F.R. § 200.216.          Page 38 of 159 101221-VTR Rev. 3/2021 18 T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies that during the term of this Contract will comply with applicable requirements of 2 C.F.R. § 200.322. 22. CANCELLATION Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. Sourcewell Vactor Manufacturing, a division of Federal Signal By: __________________________ By: __________________________ Jeremy Schwartz David Panizzi Title: Chief Procurement Officer Title: Business Development Manager Date: ________________________ Date: ________________________ Approved: By: __________________________ Chad Coauette Title: Executive Director/CEO Date: ________________________                  Page 39 of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id Number: RFP 101221 Vendor Name: Elgin Sweeper Co.          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Page 49 of 159 3ULFLQJ9DFWRU7UX9DF3ULFLQJILOHV]LS0RQGD\2FWREHU )LQDQFLDO6WUHQJWKDQG6WDELOLW\IVVBBNSGI7KXUVGD\2FWREHU 0DUNHWLQJ3ODQ6DPSOHV9DFWRU)DFHERRN6RXUFHZHOOSGI7KXUVGD\2FWREHU :0%(0%(6%(RU5HODWHG&HUWLILFDWHV RSWLRQDO :DUUDQW\,QIRUPDWLRQ9DFWRUDQG7UX9DF:DUUDQW\]LS7KXUVGD\2FWREHU 6WDQGDUG7UDQVDFWLRQ'RFXPHQW6DPSOHV9DFWRU7UDQVDFWLRQH[DPSOH]LS7KXUVGD\2FWREHU 8SORDG$GGLWLRQDO'RFXPHQW)HG6LJ(OJLQ9DFWRU6RXUFHZHOO&2,SGI7KXUVGD\2FWREHU Bid Number: RFP 101221 Vendor Name: Elgin Sweeper Co.          Page 50 of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¶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³6SHFLDOO\'HVLJQDWHG1DWLRQDOVDQG%ORFNHG3HUVRQV´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¶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id Number: RFP 101221 Vendor Name: Elgin Sweeper Co.          Page 51 of 159 &KHFNWKHER[LQWKHFROXPQ,KDYHUHYLHZHGWKLVDGGHQGXPEHORZWRDFNQRZOHGJHHDFKRIWKHDGGHQGD )LOH1DPH ,KDYHUHYLHZHGWKH EHORZDGGHQGXPDQG DWWDFKPHQWV LI DSSOLFDEOH 3DJHV $GGHQGXPBB6HZHUB9DFB+\GUR([FDYDWLRQB3XPSVB5)3B 7KX6HSWHPEHU30  $GGHQGXPBB6HZHUB9DFB+\GUR([FDYDWLRQB3XPSVB5)3B )UL6HSWHPEHU30  $GGHQGXPBB6HZHUB9DFB+\GUR([FDYDWLRQB3XPSVB5)3B 7KX$XJXVW30  Bid Number: RFP 101221 Vendor Name: Elgin Sweeper Co.          Page 52 of 159 Vactor 101221-VTR Pricing for contract #101221-VTR offers Sourcewell participating agencies the following discounts: • 3% discount off list price • In addition to the discount off MSRP, volume discounts may be considered on a case-by-case basis. Page 53 of 159 SOURCEWELL STATE OF MINNESOTA Member______________ moved the adoption of the following Resolution: RESOLUTION TO APPROVE SOLICITATION AND/OR RE-SOLICITATION OF CATEGORIES Resolution No. 2021-16 WHEREAS, Sourcewell desires to issue a solicitation, and is seeking permission from the Board to issue a solicitation, for the categories listed on Appendix A, which is attached and incorporated. WHEREAS, through the Sourcewell Procurement Policy, the Board designated the Chief Procurement Officer to administer Sourcewell’s cooperative purchasing and contracting program; and WHEREAS, the Chief Procurement Officer recommends approval of categories detailed above. NOW THEREFORE BE IT RESOLVED that the Board of Directors hereby approves the solicitation of categories. The motion for the adoption of the foregoing resolution was duly seconded by Member ______________ and the following voted in favor: (list names here) and the following voted against: (list names here or “NONE”) whereupon said resolution was declared duly passed and adopted. ATTEST: _________________________________ Clerk to the Board of Directors                      Page 54 of 159 APPENDIXA SOURCEWELLPROCUREMENTDEPARTMENT BOARDITEMSͲJuly2021 NEWCONTRACTS SupplierName ContractNumber SolicitationTitle Ecopest,Inc. 042821ͲECO "PestManagementServiceswithRelatedProducts" Orkin,LLC 042821ͲORK "PestManagementServiceswithRelatedProducts" IcomAmerica,Inc. 042021ͲICM "PublicSafetyCommunicationsTechnologyandHardwareSolutions" IPAccessInternational042021ͲIAC "PublicSafetyCommunicationsTechnologyandHardwareSolutions" L3HarrisTechnologies,Inc. 042021ͲL3H "PublicSafetyCommunicationsTechnologyandHardwareSolutions" MotorolaSolutions,Inc. 042021ͲMOT "PublicSafetyCommunicationsTechnologyandHardwareSolutions" PURVISSystems,Incorporated 042021ͲPUR "PublicSafetyCommunicationsTechnologyandHardwareSolutions" RadioMobile,Inc. 042021ͲRDO "PublicSafetyCommunicationsTechnologyandHardwareSolutions" Westnet,Inc. 042021ͲWNT "PublicSafetyCommunicationsTechnologyandHardwareSolutions" Zetron,Inc. 042021ͲZET "PublicSafetyCommunicationsTechnologyandHardwareSolutions" CONTRACTEXTENSIONS SupplierName ContractNumber SolicitationTitle HiͲLiteAirfieldServices,LLC062817ͲHLA "AirportConsumableProductswithRelatedSuppliesandServices" NEWezIQCCONTRACTS CompanyName ContractNumber StateͲRegionͲTypeofWork Step1Enterprises,LLC MDͲR1ͲGC01Ͳ052621ͲS1E StateofMarylandͲRegion1ͲGeneralConstruction F.H.Paschen MDͲR1ͲGC02Ͳ052621ͲFHP StateofMarylandͲRegion1ͲGeneralConstruction CentennialContractorsEnterprises MDͲR1ͲGC03Ͳ052621ͲCCE StateofMarylandͲRegion1ͲGeneralConstruction JohnsonͲLauxConstruction MDͲR1ͲGC04Ͳ052621ͲJLC StateofMarylandͲRegion1ͲGeneralConstruction BethelElectricConstructionCompanyof Maryland,LLC MDͲR1ͲE01Ͳ052621ͲBEC StateofMarylandͲRegion1ͲElectricalConstruction SkylineRoofing,Inc.MDͲR1ͲRW01Ͳ052621ͲSKY StateofMarylandͲRegion1ͲRoofing/WaterproofingConstruction VigilContracting,Inc.MDͲR2ͲGC01Ͳ052621ͲVGL StateofMarylandͲRegion2ͲGeneralConstruction KellerBrothers,Inc.MDͲR2ͲGC02Ͳ052621ͲKBI StateofMarylandͲRegion2ͲGeneralConstruction SͲWorksConstructionCorporationMDͲR2ͲGC03Ͳ052621ͲSWC StateofMarylandͲRegion2ͲGeneralConstruction TheMatthewsGroup,Inc.MDͲR2ͲGC04Ͳ052621ͲTMG StateofMarylandͲRegion2ͲGeneralConstruction VigilContracting,Inc.MDͲR2ͲHVAC01Ͳ052621ͲVGL StateofMarylandͲRegion2ͲHVAC/MechanicalConstruction AdrianL.Merton,Inc.MDͲR2ͲHVAC02Ͳ052621ͲALM StateofMarylandͲRegion2ͲHVAC/MechanicalConstruction BethelElectricConstructionCompanyof Maryland,LLC MDͲR2ͲE01Ͳ052621ͲBEC StateofMarylandͲRegion2ͲElectricalConstruction VigilContracting,Inc.MDͲR2ͲE02Ͳ052621ͲVGL StateofMarylandͲRegion2ͲElectricalConstruction SkylineRoofing,Inc.MDͲR2ͲRW01Ͳ052621ͲSKY StateofMarylandͲRegion2ͲRoofing/WaterproofingConstruction NicholsContracting,Inc.MDͲR3ͲGC01Ͳ052621ͲNIC StateofMarylandͲRegion3ͲGeneralConstruction CentennialContractorsEnterprises MDͲR3ͲGC02Ͳ052621ͲCCE StateofMarylandͲRegion3ͲGeneralConstruction Paige Industrial Services, Inc,MDͲR3ͲGC03Ͳ052621ͲPAI StateofMarylandͲRegion3ͲGeneralConstruction VigilContracting,Inc.MDͲR3ͲGC04Ͳ052621ͲVGL StateofMarylandͲRegion3ͲGeneralConstruction VigilContracting,Inc.MDͲR3ͲHVAC01Ͳ052621ͲVGL StateofMarylandͲRegion3ͲHVAC/MechanicalConstruction AdrianL.Merton,Inc.MDͲR3ͲHVAC02Ͳ052621ͲALM StateofMarylandͲRegion3ͲHVAC/MechanicalConstruction BethelElectricConstructionCompanyof Maryland,LLC MDͲR3ͲE01Ͳ052621ͲBEC StateofMarylandͲRegion3ͲElectricalConstruction PaigeIndustrialServices,Inc.MDͲR3ͲE02Ͳ052621ͲPAI StateofMarylandͲRegion3ͲElectricalConstruction SkylineRoofing,Inc.MDͲR3ͲRW01Ͳ052621ͲSKY StateofMarylandͲRegion3ͲRoofing/WaterproofingConstruction PaigeIndustrialServices,Inc.MDͲR3ͲRW02Ͳ052621ͲPAI StateofMarylandͲRegion3ͲRoofing/WaterproofingConstruction PaigeIndustrialServices,Inc.MDͲR3ͲPAC01Ͳ052621ͲPAI StateofMarylandͲRegion3ͲPaving/Concrete/AsphaltConstruction VigilContracting,Inc.MDͲR4ͲGC01Ͳ052621ͲVGL StateofMarylandͲRegion4ͲGeneralConstruction CO N S E N T AG E N D A IT E M S StreetSweeperswithRelatedAccessories TeleͲTherapyServices RequestingBoardpermissiontoReͲSolicitthefollowingcategories: RequestingBoardpermissiontoSolicitthefollowingcategories: SewerVacuumandHydroͲExcavationTruckswithRelatedAccessories        Page 55 of 159 APPENDIXAContinued CentennialContractorsEnterprises MDͲR4ͲGC02Ͳ052621ͲCCE StateofMarylandͲRegion4ͲGeneralConstruction KellerBrothers,Inc.MDͲR4ͲGC03Ͳ052621ͲKBI StateofMarylandͲRegion4ͲGeneralConstruction SͲWorksConstructionCorporationMDͲR4ͲGC04Ͳ052621ͲSWC StateofMarylandͲRegion4ͲGeneralConstruction VigilContracting,Inc.MDͲR4ͲHVAC01Ͳ052621ͲVGL StateofMarylandͲRegion4ͲHVAC/MechanicalConstruction AdrianL.Merton,Inc.MDͲR4ͲHVAC02Ͳ052621ͲALM StateofMarylandͲRegion4ͲHVAC/MechanicalConstruction BethelElectricConstructionCompanyof Maryland,LLC MDͲR4ͲE01Ͳ052621ͲBEC StateofMarylandͲRegion4ͲElectricalConstruction VigilContracting,Inc.MDͲR4ͲE02Ͳ052621ͲVGL StateofMarylandͲRegion4ͲElectricalConstruction NicholsContracting,Inc.MDͲR5ͲGC01Ͳ052621ͲNIC StateofMarylandͲRegion5ͲGeneralConstruction VigilContracting,Inc.MDͲR5ͲGC02Ͳ052621ͲVGL StateofMarylandͲRegion5ͲGeneralConstruction PaigeIndustrialServices,Inc,MDͲR5ͲGC03Ͳ052621ͲPAI StateofMarylandͲRegion5ͲGeneralConstruction CentennialContractorsEnterprises MDͲR5ͲGC04Ͳ052621ͲCCE StateofMarylandͲRegion5ͲGeneralConstruction VigilContracting,Inc.MDͲR5ͲHVAC01Ͳ052621ͲVGL StateofMarylandͲRegion5ͲHVAC/MechanicalConstruction AdrianL.Merton,Inc.MDͲR5ͲHVAC02Ͳ052621ͲALM StateofMarylandͲRegion5ͲHVAC/MechanicalConstruction BethelElectricConstructionCompanyof Maryland,LLC MDͲR5ͲE01Ͳ052621ͲBEC StateofMarylandͲRegion5ͲElectricalConstruction VigilContracting,Inc.MDͲR5ͲE02Ͳ052621ͲVGL StateofMarylandͲRegion5ͲElectricalConstruction SkylineRoofing,Inc.MDͲR5ͲRW01Ͳ052621ͲSKY StateofMarylandͲRegion5ͲRoofing/WaterproofingConstruction PaigeIndustrialServices,Inc.MDͲR5ͲRW02Ͳ052621ͲPAI StateofMarylandͲRegion5ͲRoofing/WaterproofingConstruction PaigeIndustrialServices,Inc.MDͲR5ͲPAC02Ͳ052621ͲPAI StateofMarylandͲRegion5ͲPaving/Concrete/AsphaltConstruction VigilContracting,Inc.MDͲR6ͲGC01Ͳ052621ͲVGL StateofMarylandͲRegion6ͲGeneralConstruction KellerBrothers,Inc.MDͲR6ͲGC02Ͳ052621ͲKBI StateofMarylandͲRegion6ͲGeneralConstruction PaigeIndustrialServices,Inc.MDͲR6ͲGC03Ͳ052621ͲPAI StateofMarylandͲRegion6ͲGeneralConstruction CentennialContractorsEnterprises MDͲR6ͲGC04Ͳ052621ͲCCE StateofMarylandͲRegion6ͲGeneralConstruction VigilContracting,Inc.MDͲR6ͲHVAC01Ͳ052621ͲVGL StateofMarylandͲRegion6ͲHVAC/MechanicalConstruction PaigeIndustrialServices,Inc.MDͲR6ͲHVAC02Ͳ052621ͲPAI StateofMarylandͲRegion6ͲHVAC/MechanicalConstruction BethelElectricConstructionCompanyof Maryland,LLC MDͲR6ͲE01Ͳ052621ͲBEC StateofMarylandͲRegion6ͲElectricalConstruction VigilContracting,Inc.MDͲR6ͲE02Ͳ052621ͲVGL StateofMarylandͲRegion6ͲElectricalConstruction PaigeIndustrialServices,Inc.MDͲR6ͲRW02Ͳ052621ͲPAI StateofMarylandͲRegion6ͲRoofing/WaterproofingConstruction PaigeIndustrialServices,Inc.MDͲR6ͲPAC02Ͳ052621ͲPAI StateofMarylandͲRegion6ͲPaving/Concrete/AsphaltConstruction ezIQCRENEWALS CompanyName ContractNumber I.B.Abel,Inc. MDͲWMAͲE01Ͳ042419ͲIBA FHPTectonicsCorp. MDͲWMAͲGC01Ͳ042419ͲFTC HiteRoofing MDͲWMAͲR02Ͳ042419ͲHAS TheMatthewsGroup MDͲWMAͲGC02Ͳ042419ͲTMG CarlBelt,Inc. MDͲWMAͲGC03Ͳ042419ͲCBI S&SElectricCo MDͲWMAͲE02Ͳ042419ͲSSE F.H.Paschen,S.N.Nielsen&Associates,LLC MIͲDETͲGCͲBͲ050118ͲFHP MarshallContractingServices MIͲLANͲCͲAͲ050118ͲMCS MarshallContractingServices MIͲLANͲWSUIͲAͲ050118ͲMCS AlliedBuildingServiceCompanyofDetroit,Inc. MIͲLANͲEͲAͲ050118ͲABS F.H.Paschen,S.N.Nielsen&Associates,LLC MIͲGRPͲGCͲBͲ050118ͲFHP AlliedBuildingServiceCompanyofDetroit,Inc. MIͲLANͲGCͲCͲ050118ͲABS AlliedBuildingServiceCompanyofDetroit,Inc. MIͲDETͲHVACͲAͲ050118ͲABS AlliedBuildingServiceCompanyofDetroit,Inc. MIͲDETͲGCͲCͲ050118ͲABS AlliedBuildingServiceCompanyofDetroit,Inc. MIͲDETͲEͲAͲ050118ͲABS MarshallContractingServices MIͲDETͲGCͲAͲ050118ͲMCS AlliedBuildingServiceCompanyofDetroit,Inc. MIͲLANͲHVACͲAͲ050118ͲABS MarshallContractingServices MIͲDETͲWSUIͲAͲ050118ͲMCS MarshallContractingServices MIͲDETͲDEMͲAͲ050118ͲMCS BloomRoofingSystems,Inc. MIͲLANͲRͲAͲ050118ͲBRS MarshallContractingServices MIͲDETͲCͲAͲ050118ͲMCS F.H.Paschen,S.N.Nielsen&Associates,LLC MIͲLANͲGCͲAͲ050118ͲFHP AlliedBuildingServiceCompanyofDetroit,Inc. MIͲGRPͲGCͲCͲ050118ͲABS BloomRoofingSystems,Inc. MIͲGRPͲRͲAͲ050118ͲBRS MarshallContractingServices MIͲLANͲGCͲBͲ050118ͲMCS        Page 56 of 159 APPENDIXAContinued AlliedBuildingServiceCompanyofDetroit,Inc. MIͲGRPͲEͲAͲ050118ͲABS AlliedBuildingServiceCompanyofDetroit,Inc. MIͲGRPͲHVACͲAͲ050118ͲABS BloomRoofingSystems,Inc. MIͲDETͲRͲAͲ050118ͲBRS PELConstructionLLC MIͲGRPͲGCͲAͲ050118ͲPGC WesfieldConstructionCo.Inc. NHͲGMVRͲGCͲAͲ061218ͲWCC Jordy&Company COͲGC02Ͳ050219ͲJOR Happel&Associates,Inc. COͲGC01Ͳ050219ͲHAI TritonServices,Inc. KYͲNCͲHVAC01Ͳ062420ͲTRS TheLuskGroup KYͲNCͲGC05Ͳ062420ͲLMC TheLuskGroup KYͲEͲGC03Ͳ062420ͲLMC TritonServices,Inc. KYͲNCͲGC01Ͳ062420ͲTRS F.H.Paschen,S.N.Nielsen&Associates,LLC KYͲNCͲGC04Ͳ062420ͲFHP F.H.Paschen,S.N.Nielsen&Associates,LLC KYͲWͲGC02Ͳ062420ͲFHP F.H.Paschen,S.N.Nielsen&Associates,LLC KYͲEͲGC02Ͳ062420ͲFHP TectaAmericaCorp KYͲNCͲRW02Ͳ062420ͲTEA TectaAmericaCorp KYͲEͲRW02Ͳ062420ͲTEA TheLuskGroup KYͲNCͲRW01Ͳ062420ͲLMC TheLuskGroup KYͲWͲGC03Ͳ062420ͲLMC TheLuskGroup KYͲEͲHVAC01Ͳ062420ͲLMC TheLuskGroup KYͲEͲE02Ͳ062420ͲLMC PlaceServices,Inc. KYͲWͲE01Ͳ062420ͲPLS PlaceServices,Inc. KYͲWͲGC01Ͳ062420ͲPLS PlaceServices,Inc. KYͲEͲE01Ͳ062420ͲPLS TheLuskGroup KYͲWͲHVAC01Ͳ062420ͲLMC TheLuskGroup KYͲNCͲE02Ͳ062420ͲLMC TheLuskGroup KYͲWͲRW01Ͳ062420ͲLMC CalhounConstructionServices KYͲNCͲGC02Ͳ062420ͲCAC TheLuskGroup KYͲWͲE02Ͳ062420ͲLMC TectaAmericaCorp KYͲWͲRW02Ͳ062420ͲTEA PlaceServices,Inc. KYͲNCͲGC03Ͳ062420ͲPLS PlaceServices,Inc. KYͲNCͲE01Ͳ062420ͲPLS PlaceServices,Inc. KYͲEͲGC01Ͳ062420ͲPLS TheLuskGroup KYͲEͲRW01Ͳ062420ͲLMC TheLuskGroup KYͲNCͲHVAC02Ͳ062420ͲLMC ACCOEngineeredSystems,Inc. CAͲRENͲCIRͲM01Ͳ062718ͲAES EnterpriseElectricDatacom CAͲCRͲE01Ͳ062718ͲEED ExpressEnergyServices,Inc. CARENͲSIRͲGL01Ͳ062718ͲEES ACCOEngineeredSystems,Inc. CAͲRENͲSIRͲM01Ͳ062718ͲAES HorizonsConstructionCo.Int'l,Inc CAͲCRͲGB01Ͳ062718ͲHCC VincorConstruction,Inc. CAͲCRͲGB02Ͳ062718ͲVCI ACCOEngineeredSystems,Inc. CAͲCRͲM01Ͳ062718ͲAES ExpressEnergyServices,Inc. CARENͲSCRͲGL01Ͳ062718ͲEES ACCOEngineeredSystems,Inc. CAͲRENͲSCRͲM01Ͳ062718ͲAES Brown&Root MO01AͲ071117ͲBRI VazquezCommercialContracting,LLC MO01BͲ071117ͲVCC TheWilsonGroup MO01CͲ071117ͲTWG ReasbeckConstruction,Inc. MO02AͲ071117ͲRCI Brown&Root MO02BͲ071117ͲBRI TheWilsonGroup MO02CͲ071117ͲTWG Brown&Root MO03BͲ071117ͲBRI VazquezCommercialContracting,LLC MO03CͲ071117ͲVCC ezIQCCONTRACTEXTENSIONS CompanyName ContractNumber        Page 57 of 159 SOURCEWELL STATE OF MINNESOTA Member ____________ moved the adoption of the following Resolution: RESOLUTION TO RATIFY COOPERATIVE CONTRACTING AWARDS 12/21/2021 Resolution No. 2021-29 WHEREAS, the Sourcewell Board of Directors previously authorized the solicitations for the cooperative categories listed on Appendix A, which is attached and incorporated; and WHEREAS, Sourcewell issued the cooperative contracting solicitations for the authorized categories; and WHEREAS, through the Sourcewell Procurement Policy, the Board designated the Chief Procurement Officer to administer Sourcewell’s cooperative purchasing and contracting program and to award all competitively solicited contracts, without limitation; and WHEREAS, the Chief Procurement Officer made the awards listed based on the results of the competitive solicitation process; and WHEREAS, the Board acknowledges that the awards made by the Chief Procurement Officer are valid and binding; however, based upon some members’ legal requirements the Chief Procurement Official is required to seek subsequent Board ratification of all cooperative purchasing awards. NOW THEREFORE BE IT RESOLVED by the Board of Directors ratifies the cooperative contracting awards made by the Chief Procurement Officer listed on Appendix A. The motion for the adoption of the foregoing resolution was duly seconded by Member______________ and the following voted in favor: (list names here) and the following voted against: (list names here or “NONE”) whereupon said resolution was declared duly passed and adopted. ATTEST: _________________________________ Clerk to the Board of Directors                        Page 58 of 159 APPENDIXA SOURCEWELLPROCUREMENTDEPARTMENT BOARDITEMSͲDecember2021 NEWCONTRACTS SupplierName ContractNumber SolicitationTitle ASHNorthAmerica,Inc.093021ͲAEB "StreetSweepersandSpecialtySweepers,withRelatedEquipment, AccessoriesandSupplies" BucherMunicipalNorthAmerica 093021ͲBUC "StreetSweepersandSpecialtySweepers,withRelatedEquipment, AccessoriesandSupplies" Curbtender,Inc.093021ͲCRB "StreetSweepersandSpecialtySweepers,withRelatedEquipment, AccessoriesandSupplies" ElginSweeperCompany 093021ͲELG "StreetSweepersandSpecialtySweepers,withRelatedEquipment, AccessoriesandSupplies" Exprolink,Inc.093021ͲEXP "StreetSweepersandSpecialtySweepers,withRelatedEquipment, AccessoriesandSupplies" FAYATEnvironmentalSolutionsAmericas 093021ͲFAY "StreetSweepersandSpecialtySweepers,withRelatedEquipment, AccessoriesandSupplies" GlobalEnvironmentalProducts,Inc.093021ͲGEP "StreetSweepersandSpecialtySweepers,withRelatedEquipment, AccessoriesandSupplies" SchwarzeIndustries,Inc.093021ͲSWZ "StreetSweepersandSpecialtySweepers,withRelatedEquipment, AccessoriesandSupplies" GapVax,Inc. 101221ͲGPV "SewerVacuum,HydroͲExcavation,andMunicipalPumpingEquipment withRelatedAccessoriesandSupplies" GradallIndustries,Inc. 101221ͲGRD "SewerVacuum,HydroͲExcavation,andMunicipalPumpingEquipment withRelatedAccessoriesandSupplies" HollandPumpCompany 101221ͲHLD "SewerVacuum,HydroͲExcavation,andMunicipalPumpingEquipment withRelatedAccessoriesandSupplies" RingͲOͲMatic,Inc. 101221ͲRGO "SewerVacuum,HydroͲExcavation,andMunicipalPumpingEquipment withRelatedAccessoriesandSupplies" SewerEquipmentCompanyofAmerica 101221ͲSCA "SewerVacuum,HydroͲExcavation,andMunicipalPumpingEquipment withRelatedAccessoriesandSupplies" SuperProducts,LLC101221ͲSPL "SewerVacuum,HydroͲExcavation,andMunicipalPumpingEquipment withRelatedAccessoriesandSupplies" ThompsonPumpandManufacturingCompany 101221ͲTPM "SewerVacuum,HydroͲExcavation,andMunicipalPumpingEquipment withRelatedAccessoriesandSupplies" VacͲCon,Inc. 101221ͲVAC "SewerVacuum,HydroͲExcavation,andMunicipalPumpingEquipment withRelatedAccessoriesandSupplies" VactorManufacturing 101221ͲVTR "SewerVacuum,HydroͲExcavation,andMunicipalPumpingEquipment withRelatedAccessoriesandSupplies" CONTRACTEXTENSIONS SupplierName ContractNumber SolicitationTitle NEWezIQCCONTRACTS CompanyName ContractNumber StateͲRegionͲTypeofWork JeweloftheSouth,Inc.FLͲR1ͲGC01Ͳ111821ͲJOS Region1ͲNorthwestFloridaͲGeneralConstruction F.H.Paschen FLͲR1ͲGC02Ͳ111821ͲFHP Region1ͲNorthwestFloridaͲGeneralConstruction PlaceServices,Inc.FLͲR1ͲGC03Ͳ111821ͲPLA Region1ͲNorthwestFloridaͲGeneralConstruction JOCConstruction,LLC FLͲR1ͲGC04Ͳ111821ͲLRI Region1ͲNorthwestFloridaͲGeneralConstruction NicholsContracting,Inc.FLͲR1ͲGC05Ͳ111821ͲNIC Region1ͲNorthwestFloridaͲGeneralConstruction JohnsonͲLauxConstruction FLͲR1ͲGC06Ͳ111821ͲJLC Region1ͲNorthwestFloridaͲGeneralConstruction AdvancedRoofing,Inc.FLͲR1ͲGC07Ͳ111821ͲADR Region1ͲNorthwestFloridaͲGeneralConstruction CO N S E N T AG E N D A IT E M S ArtificialTurf,TrackswithInstallation,andRelatedEquipment,Materials,andSupplies RequestingBoardpermissiontoReͲSolicitthefollowingcategories: RequestingBoardpermissiontoSolicitthefollowingcategories: AthleticSurfaceswithInstallation,andRelatedEquipment,Materials,andServices         Page 59 of 159 APPENDIXAContinued RAMConstruction&Development,LLC FLͲR1ͲGC08Ͳ111821ͲRAM Region1ͲNorthwestFloridaͲGeneralConstruction MillersPlumbing&Mechanical,Inc.FLͲR1ͲHVAC01Ͳ111821ͲMPM Region1ͲNorthwestFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR1ͲHVAC02Ͳ111821ͲADR Region1ͲNorthwestFloridaͲHVAC/Mechanical MechanicalServicesofCentralFlorida,Inc.FLͲR1ͲHVAC03Ͳ111821ͲMSF Region1ͲNorthwestFloridaͲHVAC/Mechanical NicholsContracting,Inc.FLͲR1ͲE01Ͳ111821ͲNIC Region1ͲNorthwestFloridaͲElectrical AdvancedRoofing,Inc.FLͲR1ͲE02Ͳ111821ͲADR Region1ͲNorthwestFloridaͲElectrical AdvancedRoofing,Inc.FLͲR1ͲRW01Ͳ111821ͲADR Region1ͲNorthwestFloridaͲRoofing/Waterproofing AstraConstructionServices,LLC FLͲR1ͲPAC01Ͳ111821ͲACS Region1ͲNorthwestFloridaͲPaving/Asphalt/Concrete DavidMancini&Sons,Inc.FLͲR1ͲPAC02Ͳ111821ͲDMS Region1ͲNorthwestFloridaͲPaving/Asphalt/Concrete DavidMancini&Sons,Inc.FLͲR1ͲCC01Ͳ111821ͲDMS Region1ͲNorthwestFloridaͲCivilConstruction AstraConstructionServices,LLC FLͲR1ͲCC02Ͳ111821ͲACS Region1ͲNorthwestFloridaͲCivilConstruction AmiciEngineeringContractors FLͲR1ͲCC03Ͳ111821ͲAME Region1ͲNorthwestFloridaͲCivilConstruction JeweloftheSouth,Inc.FLͲR2ͲGC01Ͳ111821ͲJOS Region2ͲNorthCentralWestFloridaͲGeneralConstruction F.H.Paschen FLͲR2ͲGC02Ͳ111821ͲFHP Region2ͲNorthCentralWestFloridaͲGeneralConstruction PlaceServices,Inc.FLͲR2ͲGC03Ͳ111821ͲPLA Region2ͲNorthCentralWestFloridaͲGeneralConstruction JOCConstruction,LLC FLͲR2ͲGC04Ͳ111821ͲLRI Region2ͲNorthCentralWestFloridaͲGeneralConstruction AdvancedRoofing,Inc.FLͲR2ͲGC05Ͳ111821ͲADR Region2ͲNorthCentralWestFloridaͲGeneralConstruction JohnsonͲLauxConstruction FLͲR2ͲGC06Ͳ111821ͲJLC Region2ͲNorthCentralWestFloridaͲGeneralConstruction RAMConstruction&Development,LLC FLͲR2ͲGC07Ͳ111821ͲRAM Region2ͲNorthCentralWestFloridaͲGeneralConstruction HCRConstruction,Inc.FLͲR2ͲGC08Ͳ111821ͲHCR Region2ͲNorthCentralWestFloridaͲGeneralConstruction MillersPlumbing&Mechanical,Inc.FLͲR2ͲHVAC01Ͳ111821ͲMPM Region2ͲNorthCentralWestFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR2ͲHVAC02Ͳ111821ͲADR Region2ͲNorthCentralWestFloridaͲHVAC/Mechanical MechanicalServicesofCentralFlorida,Inc.FLͲR2ͲHVAC03Ͳ111821ͲMSF Region2ͲNorthCentralWestFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR2ͲE01Ͳ111821ͲADR Region2ͲNorthCentralWestFloridaͲElectrical IntegratedFire&SecuritySolutions,Inc.FLͲR2ͲE02Ͳ111821ͲIFS Region2ͲNorthCentralWestFloridaͲElectrical AdvancedRoofing,Inc.FLͲR2ͲRW01Ͳ111821ͲADR Region2ͲNorthCentralWestFloridaͲRoofing/Waterproofing AmiciEngineeringContractors FLͲR2ͲPAC03Ͳ111821ͲAME Region2ͲNorthCentralWestFloridaͲPaving/Asphalt/Concrete AstraConstructionServices,LLC FLͲR2ͲPAC02Ͳ111821ͲACS Region2ͲNorthCentralWestFloridaͲPaving/Asphalt/Concrete DavidMancini&Sons,Inc.FLͲR2ͲPAC03Ͳ111821ͲDMS Region2ͲNorthCentralWestFloridaͲPaving/Asphalt/Concrete DavidMancini&Sons,Inc.FLͲR2ͲCC01Ͳ111821ͲDMS Region2ͲNorthCentralWestFloridaͲCivilConstruction AstraConstructionServices,LLC FLͲR2ͲCC02Ͳ111821ͲACS Region2ͲNorthCentralWestFloridaͲCivilConstruction AmiciEngineeringContractors FLͲR2ͲCC03Ͳ111821ͲAME Region2ͲNorthCentralWestFloridaͲCivilConstruction JeweloftheSouth,Inc.FLͲR3ͲGC01Ͳ111821ͲJOS Region3ͲNorthCentralEastFloridaͲGeneralConstruction F.H.Paschen FLͲR3ͲGC02Ͳ111821ͲFHP Region3ͲNorthCentralEastFloridaͲGeneralConstruction PlaceServices,Inc.FLͲR3ͲGC03Ͳ111821ͲPLA Region3ͲNorthCentralEastFloridaͲGeneralConstruction JOCConstruction,LLC FLͲR3ͲGC04Ͳ111821ͲLRI Region3ͲNorthCentralEastFloridaͲGeneralConstruction AdvancedRoofing,Inc.FLͲR3ͲGC05Ͳ111821ͲADR Region3ͲNorthCentralEastFloridaͲGeneralConstruction JohnsonͲLauxConstruction FLͲR3ͲGC06Ͳ111821ͲJLC Region3ͲNorthCentralEastFloridaͲGeneralConstruction RAMConstruction&Development,LLC FLͲR3ͲGC07Ͳ111821ͲRAM Region3ͲNorthCentralEastFloridaͲGeneralConstruction HCRConstruction,Inc.FLͲR3ͲGC08Ͳ111821ͲHCR Region3ͲNorthCentralEastFloridaͲGeneralConstruction MillersPlumbing&Mechanical,Inc.FLͲR3ͲHVAC01Ͳ111821ͲMPM Region3ͲNorthCentralEastFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR3ͲHVAC02Ͳ111821ͲADR Region3ͲNorthCentralEastFloridaͲHVAC/Mechanical MechanicalServicesofCentralFlorida,Inc.FLͲR3ͲHVAC03Ͳ111821ͲMSF Region3ͲNorthCentralEastFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR3ͲE01Ͳ111821ͲADR Region3ͲNorthCentralEastFloridaͲElectrical AdvancedRoofing,Inc.FLͲR3ͲRW02Ͳ111821ͲADR Region3ͲNorthCentralEastFloridaͲRoofing/Waterproofing AstraConstructionServices,LLC FLͲR3ͲPAC01Ͳ111821ͲACS Region3ͲNorthCentralEastFloridaͲPaving/Asphalt/Concrete DavidMancini&Sons,Inc.FLͲR3ͲPAC02Ͳ111821ͲDMS Region3ͲNorthCentralEastFloridaͲPaving/Asphalt/Concrete AmiciEngineeringContractors FLͲR3ͲPAC03Ͳ111821ͲAME Region3ͲNorthCentralEastFloridaͲPaving/Asphalt/Concrete DavidMancini&Sons,Inc.FLͲR3ͲCC01Ͳ111821ͲDMS Region3ͲNorthCentralEastFloridaͲCivilConstruction AstraConstructionServices,LLC FLͲR3ͲCC02Ͳ111821ͲACS Region3ͲNorthCentralEastFloridaͲCivilConstruction AmiciEngineeringContractors FLͲR3ͲCC03Ͳ111821ͲAME Region3ͲNorthCentralEastFloridaͲCivilConstruction JeweloftheSouth,Inc.FLͲR4ͲGC01Ͳ111821ͲJOS Region4ͲNortheastFloridaͲGeneralConstruction F.H.Paschen FLͲR4ͲGC02Ͳ111821ͲFHP Region4ͲNortheastFloridaͲGeneralConstruction PlaceServices,Inc.FLͲR4ͲGC03Ͳ111821ͲPLA Region4ͲNortheastFloridaͲGeneralConstruction JOCConstruction,LLC FLͲR4ͲGC04Ͳ111821ͲLRI Region4ͲNortheastFloridaͲGeneralConstruction AdvancedRoofing,Inc.FLͲR4ͲGC05Ͳ111821ͲADR Region4ͲNortheastFloridaͲGeneralConstruction NicholsContracting,Inc.FLͲR4ͲGC06Ͳ111821ͲNIC Region4ͲNortheastFloridaͲGeneralConstruction JohnsonͲLauxConstruction FLͲR4ͲGC07Ͳ111821ͲJLC Region4ͲNortheastFloridaͲGeneralConstruction DavidMancini&Sons,Inc.FLͲR4ͲGC08Ͳ111821ͲDMS Region4ͲNortheastFloridaͲGeneralConstruction HCRConstruction,Inc.FLͲR4ͲGC09Ͳ111821ͲHCR Region4ͲNortheastFloridaͲGeneralConstruction AstraConstructionServices,LLC FLͲR4ͲGC10Ͳ111821ͲACS Region4ͲNortheastFloridaͲGeneralConstruction MillersPlumbing&Mechanical,Inc.FLͲR4ͲHVAC01Ͳ111821ͲMPM Region4ͲNortheastFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR4ͲHVAC02Ͳ111821ͲADR Region4ͲNortheastFloridaͲHVAC/Mechanical MechanicalServicesofCentralFlorida,Inc.FLͲR4ͲHVAC03Ͳ111821ͲMSF Region4ͲNortheastFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR4ͲE01Ͳ111821ͲADR Region4ͲNortheastFloridaͲElectrical         Page 60 of 159 APPENDIXAContinued NicholsContracting,Inc.FLͲR4ͲE02Ͳ111821ͲNIC Region4ͲNortheastFloridaͲElectrical AdvancedRoofing,Inc.FLͲR4ͲRW01Ͳ111821ͲADR Region4ͲNortheastFloridaͲRoofing/Waterproofing AmiciEngineeringContractors FLͲR4ͲPAC01Ͳ111821ͲAME Region4ͲNortheastFloridaͲPaving/Asphalt/Concrete AstraConstructionServices,LLC FLͲR4ͲPAC02Ͳ111821ͲACS Region4ͲNortheastFloridaͲPaving/Asphalt/Concrete DavidMancini&Sons,Inc.FLͲR4ͲPAC03Ͳ111821ͲDMS Region4ͲNortheastFloridaͲPaving/Asphalt/Concrete AmiciEngineeringContractors FLͲR4ͲCC01Ͳ111821ͲAME Region4ͲNortheastFloridaͲCivilConstruction DavidMancini&Sons,Inc.FLͲR4ͲCC02Ͳ111821ͲDMS Region4ͲNortheastFloridaͲCivilConstruction AstraConstructionServices,LLC FLͲR4ͲCC03Ͳ111821ͲACS Region4ͲNortheastFloridaͲCivilConstruction JeweloftheSouth,Inc.FLͲR5ͲGC01Ͳ111821ͲJOS Region5ͲCentralWestFloridaͲGeneralConstruction F.H.Paschen FLͲR5ͲGC02Ͳ111821ͲFHP Region5ͲCentralWestFloridaͲGeneralConstruction PlaceServices,Inc.FLͲR5ͲGC03Ͳ111821ͲPLA Region5ͲCentralWestFloridaͲGeneralConstruction JOCConstruction,LLC FLͲR5ͲGC04Ͳ111821ͲLRI Region5ͲCentralWestFloridaͲGeneralConstruction AdvancedRoofing,Inc.FLͲR5ͲGC05Ͳ111821ͲADR Region5ͲCentralWestFloridaͲGeneralConstruction NicholsContracting,Inc.FLͲR5ͲGC06Ͳ111821ͲNIC Region5ͲCentralWestFloridaͲGeneralConstruction JohnsonͲLauxConstruction FLͲR5ͲGC07Ͳ111821ͲJLC Region5ͲCentralWestFloridaͲGeneralConstruction DavidMancini&Sons,Inc.FLͲR5ͲGC08Ͳ111821ͲDMS Region5ͲCentralWestFloridaͲGeneralConstruction MillersPlumbing&Mechanical,Inc.FLͲR5ͲHVAC01Ͳ111821ͲMPM Region5ͲCentralWestFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR5ͲHVAC02Ͳ111821ͲADR Region5ͲCentralWestFloridaͲHVAC/Mechanical MechanicalServicesofCentralFlorida,Inc.FLͲR5ͲHVAC03Ͳ111821ͲMSF Region5ͲCentralWestFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR5ͲE01Ͳ111821ͲADR Region5ͲCentralWestFloridaͲElectrical NicholsContractingInc FLͲR5ͲE02Ͳ111821ͲNIC Region5ͲCentralWestFloridaͲElectrical AdvancedRoofing,Inc.FLͲR5ͲRW01Ͳ111821ͲADR Region5ͲCentralWestFloridaͲRoofing/Waterproofing DavidMancini&Sons,Inc.FLͲR5ͲPAC01Ͳ111821ͲDMS Region5ͲCentralWestFloridaͲPaving/Asphalt/Concrete AstraConstructionServices,LLC FLͲR5ͲPAC02Ͳ111821ͲACS Region5ͲCentralWestFloridaͲPaving/Asphalt/Concrete AmiciEngineeringContractors FLͲR5ͲPAC03Ͳ111821ͲAME Region5ͲCentralWestFloridaͲPaving/Asphalt/Concrete DavidMancini&Sons,Inc.FLͲR5ͲCC01Ͳ111821ͲDMS Region5ͲCentralWestFloridaͲCivilConstruction AstraConstructionServices,LLC FLͲR5ͲCC02Ͳ111821ͲACS Region5ͲCentralWestFloridaͲCivilConstruction AmiciEngineeringContractors FLͲR5ͲCC03Ͳ111821ͲAME Region5ͲCentralWestFloridaͲCivilConstruction JeweloftheSouth,Inc.FLͲR6ͲGC01Ͳ111821ͲJOS Region6ͲCentralFloridaͲGeneralConstruction F.H.Paschen FLͲR6ͲGC02Ͳ111821ͲFHP Region6ͲCentralFloridaͲGeneralConstruction ShiffConstruction&Development,Inc.FLͲR6ͲGC03Ͳ111821ͲSCD Region6ͲCentralFloridaͲGeneralConstruction AdvancedRoofing,Inc.FLͲR6ͲGC04Ͳ111821ͲADR Region6ͲCentralFloridaͲGeneralConstruction JOCConstruction,LLC FLͲR6ͲGC05Ͳ111821ͲLRI Region6ͲCentralFloridaͲGeneralConstruction PlaceServices,Inc.FLͲR6ͲGC06Ͳ111821ͲPLA Region6ͲCentralFloridaͲGeneralConstruction CentennialContractorsEnterprises FLͲR6ͲGC07Ͳ111821ͲCCE Region6ͲCentralFloridaͲGeneralConstruction OvationConstructionCompany FLͲR6ͲGC08Ͳ111821ͲOCC Region6ͲCentralFloridaͲGeneralConstruction HallMechanicalandAirConditioningLLC FLͲR6ͲHVAC01Ͳ111821ͲHMA Region6ͲCentralFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR6ͲHVAC02Ͳ111821ͲADR Region6ͲCentralFloridaͲHVAC/Mechanical MechanicalServicesofCentralFlorida,Inc.FLͲR6ͲHVAC03Ͳ111821ͲMSF Region6ͲCentralFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR6ͲE01Ͳ111821ͲADR Region6ͲCentralFloridaͲElectrical NicholsContracting,Inc.FLͲR6ͲE02Ͳ111821ͲNIC Region6ͲCentralFloridaͲElectrical IntegratedFire&SecuritySolutions,Inc.FLͲR6ͲE03Ͳ111821ͲIFS Region6ͲCentralFloridaͲElectrical AdvancedRoofing,Inc.FLͲR6ͲRW01Ͳ111821ͲADR Region6ͲCentralFloridaͲRoofing/Waterproofing DavidMancini&Sons,Inc.FLͲR6ͲPAC01Ͳ111821ͲDMS Region6ͲCentralFloridaͲPaving/Asphalt/Concrete AstraConstructionServices,LLC FLͲR6ͲPAC02Ͳ111821ͲACS Region6ͲCentralFloridaͲPaving/Asphalt/Concrete AmiciEngineeringContractors FLͲR6ͲPAC03Ͳ111821ͲAME Region6ͲCentralFloridaͲPaving/Asphalt/Concrete DavidMancini&Sons,Inc.FLͲR6ͲCC01Ͳ111821ͲDMS Region6ͲCentralFloridaͲCivilConstruction AstraConstructionServices,LLC FLͲR6ͲCC02Ͳ111821ͲACS Region6ͲCentralFloridaͲCivilConstruction AmiciEngineeringContractors FLͲR6ͲCC03Ͳ111821ͲAME Region6ͲCentralFloridaͲCivilConstruction JeweloftheSouth,Inc.FLͲR7ͲGC01Ͳ111821ͲJOS Region7ͲCentralEastFloridaͲGeneralConstruction F.H.Paschen FLͲR7ͲGC02Ͳ111821ͲFHP Region7ͲCentralEastFloridaͲGeneralConstruction ShiffConstruction&Development,Inc.FLͲR7ͲGC03Ͳ111821ͲSCD Region7ͲCentralEastFloridaͲGeneralConstruction AdvancedRoofing,Inc.FLͲR7ͲGC04Ͳ111821ͲADR Region7ͲCentralEastFloridaͲGeneralConstruction JOCConstruction,LLC FLͲR7ͲGC05Ͳ111821ͲLRI Region7ͲCentralEastFloridaͲGeneralConstruction PlaceServices,Inc.FLͲR7ͲGC06Ͳ111821ͲPLA Region7ͲCentralEastFloridaͲGeneralConstruction NicholsContracting,Inc.FLͲR7ͲGC07Ͳ111821ͲNIC Region7ͲCentralEastFloridaͲGeneralConstruction AmiciEngineeringContractors FLͲR7ͲGC08Ͳ111821ͲAME Region7ͲCentralEastFloridaͲGeneralConstruction HallMechanicalandAirConditioning,LLC FLͲR7ͲHVAC01Ͳ111821ͲHMA Region7ͲCentralEastFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR7ͲHVAC02Ͳ111821ͲADR Region7ͲCentralEastFloridaͲHVAC/Mechanical MechanicalServicesofCentralFlorida,Inc.FLͲR7ͲHVAC03Ͳ111821ͲMSF Region7ͲCentralEastFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR7ͲE01Ͳ111821ͲADR Region7ͲCentralEastFloridaͲElectrical NicholsContracting,Inc.FLͲR7ͲE02Ͳ111821ͲNIC Region7ͲCentralEastFloridaͲElectrical IntegratedFire&SecuritySolutions,Inc.FLͲR7ͲE03Ͳ111821ͲIFS Region7ͲCentralEastFloridaͲElectrical AdvancedRoofing,Inc.FLͲR7ͲRW01Ͳ111821ͲADR Region7ͲCentralEastFloridaͲRoofing/Waterproofing DavidMancini&Sons,Inc.FLͲR7ͲPAC01Ͳ111821ͲDMS Region7ͲCentralEastFloridaͲPaving/Asphalt/Concrete         Page 61 of 159 APPENDIXAContinued AstraConstructionServices,LLC FLͲR7ͲPAC02Ͳ111821ͲACS Region7ͲCentralEastFloridaͲPaving/Asphalt/Concrete AmiciEngineeringContractors FLͲR7ͲPAC03Ͳ111821ͲAME Region7ͲCentralEastFloridaͲPaving/Asphalt/Concrete DavidMancini&Sons,Inc.FLͲR7ͲCC01Ͳ111821ͲDMS Region7ͲCentralEastFloridaͲCivilConstruction AstraConstructionServices,LLC FLͲR7ͲCC02Ͳ111821ͲACS Region7ͲCentralEastFloridaͲCivilConstruction AmiciEngineeringContractors FLͲR7ͲCC03Ͳ111821ͲAME Region7ͲCentralEastFloridaͲCivilConstruction HarbourConstruction,Inc.FLͲR8ͲGC01Ͳ111821ͲHBC Region8ͲNorthSuncoastFloridaͲGeneralConstruction JeweloftheSouth,Inc.FLͲR8ͲGC02Ͳ111821ͲJOC Region8ͲNorthSuncoastFloridaͲGeneralConstruction F.H.Paschen FLͲR8ͲGC03Ͳ111821ͲFHP Region8ͲNorthSuncoastFloridaͲGeneralConstruction ShiffConstruction&Development,Inc.FLͲR8ͲGC04Ͳ111821ͲSCD Region8ͲNorthSuncoastFloridaͲGeneralConstruction DavidMancini&Sons,Inc.FLͲR8ͲGC05Ͳ111821ͲDMS Region8ͲNorthSuncoastFloridaͲGeneralConstruction AdvancedRoofing,Inc.FLͲR8ͲGC06Ͳ111821ͲADR Region8ͲNorthSuncoastFloridaͲGeneralConstruction CentennialContractorsEnterprises FLͲR8ͲGC07Ͳ111821ͲCCE Region8ͲNorthSuncoastFloridaͲGeneralConstruction JOCConstruction,LLC FLͲR8ͲGC08Ͳ111821ͲLRI Region8ͲNorthSuncoastFloridaͲGeneralConstruction PlaceServices,Inc.FLͲR8ͲGC09Ͳ111821ͲPLA Region8ͲNorthSuncoastFloridaͲGeneralConstruction NicholsContracting,Inc.FLͲR8ͲGC10Ͳ111821ͲNIC Region8ͲNorthSuncoastFloridaͲGeneralConstruction HallMechanicalandAirConditioning,LLC FLͲR8ͲHVAC01Ͳ111821ͲHMA Region8ͲNorthSuncoastFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR8ͲHVAC02Ͳ111821ͲADR Region8ͲNorthSuncoastFloridaͲHVAC/Mechanical MechanicalServicesofCentralFlorida,Inc.FLͲR8ͲHVAC03Ͳ111821ͲMSF Region8ͲNorthSuncoastFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR8ͲE01Ͳ11182ͲADR Region8ͲNorthSuncoastFloridaͲElectrical NicholsContracting,Inc.FLͲR8ͲE02Ͳ111821ͲNIC Region8ͲNorthSuncoastFloridaͲElectrical IntegratedFire&SecuritySolutions,Inc.FLͲR8ͲE03Ͳ111821ͲIFS Region8ͲNorthSuncoastFloridaͲElectrical AdvancedRoofing,Inc.FLͲR8ͲRW01Ͳ111821ͲADR Region8ͲNorthSuncoastFloridaͲRoofing/Waterproofing DavidMancini&Sons,Inc.FLͲR8ͲPAC01Ͳ111821ͲDMS Region8ͲNorthSuncoastFloridaͲPaving/Asphalt/Concrete AstraConstructionServices,LLC FLͲR8ͲPAC02Ͳ111821ͲACS Region8ͲNorthSuncoastFloridaͲPaving/Asphalt/Concrete AmiciEngineeringContractors FLͲR8ͲPAC04Ͳ111821ͲAME Region8ͲNorthSuncoastFloridaͲPaving/Asphalt/Concrete DavidMancini&Sons,Inc.FLͲR8ͲCC01Ͳ111821ͲDMS Region8ͲNorthSuncoastFloridaͲCivilConstruction AstraConstructionServices,LLC FLͲR8ͲCC02Ͳ111821ͲACS Region8ͲNorthSuncoastFloridaͲCivilConstruction McKenzieContracting,LLC FLͲR8ͲCC03Ͳ111821ͲMCL Region8ͲNorthSuncoastFloridaͲCivilConstruction AmiciEngineeringContractors FLͲR8ͲCC04Ͳ111821ͲAME Region8ͲNorthSuncoastFloridaͲCivilConstruction ShiffConstruction&Development,Inc.FLͲR9ͲGC01Ͳ111821ͲSCD Region9ͲSouthSuncoastFloridaͲGeneralConstruction JeweloftheSouth,Inc.FLͲR9ͲGC02Ͳ111821ͲJOS Region9ͲSouthSuncoastFloridaͲGeneralConstruction F.H.PaschenFLͲR9ͲGC03Ͳ111821ͲFHP Region9ͲSouthSuncoastFloridaͲGeneralConstruction DavidMancini&Sons,Inc.FLͲR9ͲGC04Ͳ111821ͲDMS Region9ͲSouthSuncoastFloridaͲGeneralConstruction AdvancedRoofing,Inc.FLͲR9ͲGC05Ͳ111821ͲADR Region9ͲSouthSuncoastFloridaͲGeneralConstruction PlaceServices,Inc.FLͲR9ͲGC06Ͳ111821ͲPLA Region9ͲSouthSuncoastFloridaͲGeneralConstruction JOCConstruction,LLC FLͲR9ͲGC07Ͳ111821ͲLRI Region9ͲSouthSuncoastFloridaͲGeneralConstruction CentennialContractorsEnterprises FLͲR9ͲGC08Ͳ111821ͲCCE Region9ͲSouthSuncoastFloridaͲGeneralConstruction HallMechanicalandAirConditioning,LLC FLͲR9ͲHVAC01Ͳ111821ͲHMA Region9ͲSouthSuncoastFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR9ͲHVAC02Ͳ111821ͲADR Region9ͲSouthSuncoastFloridaͲHVAC/Mechanical MechanicalServicesofCentralFlorida,Inc.FLͲR9ͲHVAC03Ͳ111821ͲMSF Region9ͲSouthSuncoastFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR9ͲE01Ͳ111821ͲADR Region9ͲSouthSuncoastFloridaͲElectrical NicholsContracting,Inc.FLͲR9ͲE02Ͳ111821ͲNIC Region9ͲSouthSuncoastFloridaͲElectrical IntegratedFire&SecuritySolutions,Inc.FLͲR9ͲE03Ͳ111821ͲIFS Region9ͲSouthSuncoastFloridaͲElectrical AdvancedRoofing,Inc.FLͲR9ͲRW01Ͳ111821ͲADR Region9ͲSouthSuncoastFloridaͲRoofing/Waterproofing SalomonConstruction&Roofing FLͲR9ͲRW02Ͳ111821ͲSCR Region9ͲSouthSuncoastFloridaͲRoofing/Waterproofing DavidMancini&Sons,Inc.FLͲR9ͲPAC01Ͳ111821ͲDMS Region9ͲSouthSuncoastFloridaͲPaving/Asphalt/Concrete AstraConstructionServices,LLC FLͲR9ͲPAC02Ͳ111821ͲACS Region9ͲSouthSuncoastFloridaͲPaving/Asphalt/Concrete AmiciEngineeringContractors FLͲR9ͲPAC03Ͳ111821ͲAME Region9ͲSouthSuncoastFloridaͲPaving/Asphalt/Concrete DavidMancini&Sons,Inc.FLͲR9ͲCC01Ͳ111821ͲDMS Region9ͲSouthSuncoastFloridaͲCivilConstruction AstraConstructionServices,LLC FLͲR9ͲCC02Ͳ111821ͲACS Region9ͲSouthSuncoastFloridaͲCivilConstruction AmiciEngineeringContractors FLͲR9ͲCC03Ͳ111821ͲAME Region9ͲSouthSuncoastFloridaͲCivilConstruction HarbourConstruction,Inc.FLͲR10ͲGC01Ͳ111821ͲHBC Region10ͲSouthernFloridaͲGeneralConstruction ShiffConstruction&Development,Inc.FLͲR10ͲGC02Ͳ111821ͲSCD Region10ͲSouthernFloridaͲGeneralConstruction TeamContracting,Inc.FLͲR10ͲGC03Ͳ111821ͲTCI Region10ͲSouthernFloridaͲGeneralConstruction DavidMancini&Sons,Inc.FLͲR10ͲGC04Ͳ111821ͲDMS Region10ͲSouthernFloridaͲGeneralConstruction AdvancedRoofing,Inc.FLͲR10ͲGC05Ͳ111821ͲADR Region10ͲSouthernFloridaͲGeneralConstruction JeweloftheSouth,Inc.FLͲR10ͲGC06Ͳ111821ͲJOS Region10ͲSouthernFloridaͲGeneralConstruction F.H.Paschen FLͲR10ͲGC07Ͳ111821ͲFHP Region10ͲSouthernFloridaͲGeneralConstruction PlaceServices,Inc.FLͲR10ͲGC08Ͳ111821ͲPLA Region10ͲSouthernFloridaͲGeneralConstruction NicholsContracting,Inc.FLͲR10ͲGC09Ͳ111821ͲNIC Region10ͲSouthernFloridaͲGeneralConstruction AmiciEngineeringContractors FLͲR10ͲGC10Ͳ111821ͲAME Region10ͲSouthernFloridaͲGeneralConstruction JohnsonͲLauxConstruction FLͲR10ͲGC11Ͳ111821ͲJLC Region10ͲSouthernFloridaͲGeneralConstruction CentennialContractorsEnterprises FLͲR10ͲGC12Ͳ111821ͲCCE Region10ͲSouthernFloridaͲGeneralConstruction HallMechanicalandAirConditioning,LLC FLͲR10ͲHVAC01Ͳ111821ͲHMA Region10ͲSouthernFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR10ͲHVAC02Ͳ111821ͲADR Region10ͲSouthernFloridaͲHVAC/Mechanical         Page 62 of 159 APPENDIXAContinued MechanicalServicesofCentralFlorida,Inc.FLͲR10ͲHVAC03Ͳ111821ͲMSF Region10ͲSouthernFloridaͲHVAC/Mechanical AdvancedRoofing,Inc.FLͲR10ͲE01Ͳ111821ͲADR Region10ͲSouthernFloridaͲElectrical NicholsContracting,Inc.FLͲR10ͲE02Ͳ111821ͲNIC Region10ͲSouthernFloridaͲElectrical SolaresElectricalServices,Inc.FLͲR10ͲE03Ͳ111821ͲSES Region10ͲSouthernFloridaͲElectrical AdvancedRoofing,Inc.FLͲR10ͲRW01Ͳ111821ͲADR Region10ͲSouthernFloridaͲRoofing/Waterproofing SalomonConstruction&Roofing FLͲR10ͲRW02Ͳ111821ͲSCR Region10ͲSouthernFloridaͲRoofing/Waterproofing DavidMancini&Sons,Inc.FLͲR10ͲPAC01Ͳ111821ͲDMS Region10ͲSouthernFloridaͲPaving/Asphalt/Concrete LanzoConstructionCo.,FL FLͲR10ͲPAC02Ͳ111821ͲLCC Region10ͲSouthernFloridaͲPaving/Asphalt/Concrete AstraConstructionServices,LLC FLͲR10ͲPAC03Ͳ111821ͲACS Region10ͲSouthernFloridaͲPaving/Asphalt/Concrete AmiciEngineeringContractors FLͲR10ͲPAC04Ͳ111821ͲAME Region10ͲSouthernFloridaͲPaving/Asphalt/Concrete DavidMancini&Sons,Inc.FLͲR10ͲCC01Ͳ111821ͲDMS Region10ͲSouthernFloridaͲCivilConstruction LanzoConstructionCo.,FL FLͲR10ͲCC02Ͳ111821ͲLCC Region10ͲSouthernFloridaͲCivilConstruction AstraConstructionServices,LLC FLͲR10ͲCC03Ͳ111821ͲACS Region10ͲSouthernFloridaͲCivilConstruction AmiciEngineeringContractors FLͲR10ͲCC04Ͳ111821ͲAME Region10ͲSouthernFloridaͲCivilConstruction ezIQCRENEWALS CompanyName ContractNumber InnovativeBuildersofAlexandria,Inc. MNͲNCMͲGC01Ͳ120518ͲIBA MinnesotaExteriors,Inc. MNͲTMAͲR01Ͳ120518ͲMEI KrausͲAndersonConstructionCompany MNͲSEAͲGC03Ͳ120518ͲKRU KrausͲAndersonConstructionCompany MNͲSWAͲGC02Ͳ120518ͲKRU KrausͲAndersonConstructionCompany MNͲNCMͲGC04Ͳ120518ͲKRU InnovativeBuildersofAlexandria,Inc. MNͲRRVͲGC01Ͳ120518ͲIBA McDowallCompany MNͲRRVͲR02Ͳ120518ͲMDC KrausͲAndersonConstructionCompany MNͲIRAͲGC02Ͳ120518ͲKRU SolidRockConstruction MNͲCMAͲGC03Ͳ120518ͲSRC KrausͲAndersonConstructionCompany MNͲTMAͲGC05Ͳ120518ͲKRU NorͲSon,Inc. MNͲIRAͲGC01Ͳ120518ͲNSI NorͲSon,Inc. MNͲSEAͲGC01Ͳ120518ͲNSI NorͲSon,Inc. MNͲTMAͲGC02Ͳ120518ͲNSI RAKConstruction,Inc. MNͲTMAͲGC01Ͳ120518ͲRAK SolidRockConstruction MNͲTMAͲGC03Ͳ120518ͲSRC RAKConstruction,Inc. MNͲCMAͲGC01Ͳ120518ͲRAK NorͲSon,Inc. MNͲNCMͲGC02Ͳ120518ͲNSI NorͲSon,Inc. MNͲCMAͲGC02Ͳ120518ͲNSI NorͲSon,Inc. MNͲRRVͲGC02Ͳ120518ͲNSI NorͲSon,Inc. MNͲSWAͲGC01Ͳ120518ͲNSI BituminousRoadways,Inc. MNͲTMAͲP01Ͳ120518ͲBRI McDowallCompany MNͲTMAͲR02Ͳ120518ͲMDC MinnesotaExteriors,Inc. MNͲSEAͲR01Ͳ120518ͲMEI McDowallCompany MNͲIRAͲR02Ͳ120518ͲMDC SolidRockConstruction MNͲNCMͲGC03Ͳ120518ͲSRC MinnesotaExteriors,Inc. MNͲCMAͲRO1Ͳ120518ͲMEI McDowallCompany MNͲNCMͲR02Ͳ120518ͲMDC KrausͲAndersonConstructionCompany MNͲRRVͲGC03Ͳ120518ͲKRU L.S.BlackConstructors,Inc. MNͲTMAͲGC04Ͳ120518ͲLSB McDowallCompany MNͲCMAͲR02Ͳ120518ͲMDC McDowallCompany MNͲSWAͲR02Ͳ120518ͲMDC MidͲMinnesotaHotMix MNͲCMAͲP01Ͳ120518ͲMHM MinnesotaExteriors,Inc. MNͲNCMͲR01Ͳ120518ͲMEI MinnesotaExteriors,Inc. MNͲRRVͲR01Ͳ120518ͲMEI SolidRockConstruction MNͲSEAͲGC02Ͳ120518ͲSRC AndersonBrothers MNͲNCMͲP01Ͳ120518ͲABC HyͲTecConstruction MNͲNCMͲGC05Ͳ120518ͲHTC MinnesotaExteriors,Inc. MNͲSWAͲR01Ͳ120518ͲMEI KrausͲAndersonConstructionCompany MNͲCMAͲGC04Ͳ120518ͲKRU MinnesotaExteriors,Inc. MNͲIRAͲR01Ͳ120518ͲMEI         Page 63 of 159 Rev. 3/2021 Sourcewell RFP #101221 Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies Page 1 RFP #101221 REQUEST FOR PROPOSALS for Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies Proposal Due Date: October 12, 2021, 4:30 p.m., Central Time Sourcewell, a State of Minnesota local government unit and service cooperative, is requesting proposals for Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than October 12, 2021, at 4:30 p.m. Central Time, and late proposals will not be considered. Solicitation Schedule Public Notice of RFP Published: August 24, 2021 Pre-proposal Conference: September 15, 2021, 10:00 a.m., Central Time Question Submission Deadline: October 5, 2021, 4:30 p.m., Central Time Proposal Due Date: October 12, 2021, 4:30 p.m., Central Time Late responses will not be considered. Opening: October 12, 2021, 6:30 p.m., Central Time See RFP Section V.G. “Opening” Page 64 of 159 Rev. 3/2021 Sourcewell RFP #101221 Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies Page 2 I. ABOUT SOURCEWELL A. SOURCEWELL Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that facilitates a competitive public solicitation and contract award process for the benefit of its 50,000+ participating entities across the United States and Canada. Sourcewell’s solicitation process complies with State of Minnesota law and policies, conforms to Canadian trade agreements, and results in cooperative purchasing solutions from which Sourcewell’s Participating Entities procure equipment, products, and services. Cooperative purchasing provides participating entities and suppliers increased administrative efficiencies and the power of combined purchasing volume that result in overall cost savings. At times, Sourcewell also partners with other purchasing cooperatives to combine the purchasing volume of their membership into a single solicitation and contract expanding the reach of contracted suppliers’ potential pool of end users. Sourcewell uses a website-based platform, the Sourcewell Procurement Portal, through which all proposals to this RFP must be submitted. B. USE OF RESULTING CONTRACTS In the United States, Sourcewell’s contracts are available for use by: • Federal and state government entities; • Cities, towns, and counties/parishes; • Education service cooperatives; • K-12 and higher education entities; • Tribal government entities; • Some nonprofit entities; and • Other public entities. In Canada, Sourcewell’s contracts are available for use by: • Provincial and territorial government departments, ministries, agencies, boards, councils, committees, commissions, and similar agencies; • Regional, local, district, and other forms of municipal government, municipal organizations, school boards, and publicly-funded academic, health, and social service entities referred to as MASH sector (this should be construed to include but not be limited to the Cities of Calgary, Edmonton, Toronto, Ottawa, and Winnipeg), as well as any corporation or entity owned or controlled by one or more of the preceding entities; Page 65 of 159 Rev. 3/2021 Sourcewell RFP #101221 Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies Page 3 • Crown corporations, government enterprises, and other entities that are owned or controlled by these entities through ownership interest; • Members of the Rural Municipalities of Alberta (RMA) and their represented Associations: MASH (municipalities, academic institutions, schools and hospitals) and MUSH (municipalities, universities, schools and hospitals) sectors, and other governmental agencies eligible to use the Sourcewell contracts. MASH and MUSH sector refers to regional, local, district or other forms of municipal government, school boards, publicly-funded academic, health and social service entities, as well as any corporation or entity owned or controlled by one or more of the preceding entities, including but not limited to represented associations, Saskatchewan Association of Rural Municipalities ("SARM"), Association of Manitoba Municipalities ("AMM"), Local Authorities Services/Association of Municipalities Ontario ("LAS/AMO", excluding the cities of Toronto and Ottawa), Nova Scotia Federation of Municipalities (“NSFM”), Federation of Prince Edward Island Municipalities (“FPEIM”), Municipalities Newfoundland Labrador (“MNL”), Union of New Brunswick Municipalities (“UNBM”), North West Territories Association of Communities ("NWTAC") and their members. RMA Participants may include all not-for-profit agencies for Canadian provinces and territories. For a listing of current United States and Canadian Participating Entities visit Sourcewell’s website (note: there is a tab for each country): https://www.sourcewell-mn.gov/sourcewell-for- vendors/agency-locator. Participating Entities typically access contracted equipment, products, or services through a purchase order issued directly to the contracted supplier. A Participating Entity may request additional terms or conditions related to a purchase. Use of Sourcewell contracts is voluntary and Participating Entities retain the right to obtain similar equipment, products, or services from other sources. To meet Participating Entities’ needs, Sourcewell broadly publishes public notice of all solicitation opportunities, including this RFP. In the United States each state-level procurement department receives notice for possible re-posting. Proof of publication will be available at the conclusion of the solicitation process. II. SOLICITATION DETAILS A. SOLUTIONS-BASED SOLICITATION This RFP and contract award process is a solutions-based solicitation; meaning that Sourcewell is seeking equipment, products, or services that meet the general requirements of the scope of this RFP and that are commonly desired or are required by law or industry standards. Page 66 of 159 Rev. 3/2021 Sourcewell RFP #101221 Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies Page 4 B. REQUESTED EQUIPMENT, PRODUCTS, OR SERVICES It is expected that proposers will offer a wide array of equipment, products, or services at lower prices and with better value than what they would ordinarily offer to a single government entity, a school district, or a regional cooperative. 1. Sourcewell is seeking proposals for Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies principally intended or designed for the cleaning of sewer lines, catch basins and storm sewers, or for municipal pumping applications, such as: a. Sewer vacuums or combination sewer cleaners; b. Hydro or air excavation equipment; c. Jetters and rodders; d. Dewatering, mud, trash, and centrifugal pumps; e. Other pumps used in lift station, sewage treatment, water treatment, or water collection facilities; and, f. Accessories, supplies and replacement or wear parts related to the offering of the solutions in subsections 1. a. – d. above. 2. The primary focus of this solicitation is on Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies, for the cleaning of sewer lines, catch basins, and storm sewers, or for municipal pumping applications, and the related offering of equipment, supplies and services. This solicitation should NOT be construed to include excavators principally intended for utility infrastructure installation and related solutions. 3. This solicitation does not include those equipment, products, or services covered under categories included in contracts currently maintained by Sourcewell: a. Public Utility Equipment with Related Accessories and Supplies (RFP #012418). Proposers may include related equipment, accessories, and services to the extent that these solutions are complementary to the equipment, products, or service(s) being proposed. Generally, the solutions for Participating Entities are turn-key solutions, providing a combination of equipment, products and services, delivery, and installation to a properly operating status. However, equipment or products only solutions may be appropriate for situations where Participating Entities possess the ability, either in-house or through local third- party contractors, to properly install and bring to operation the equipment or products being proposed. Page 67 of 159 Rev. 3/2021 Sourcewell RFP #101221 Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies Page 5 Sourcewell prefers suppliers that provide a sole source of responsibility for the equipment, products, and services provided under a resulting contract. If proposer is including the equipment, products, and services of its subsidiary entities, the proposer must also identify all included subsidiaries in its proposal. If proposer requires the use of distributors, dealers, resellers, or subcontractors to provide the equipment, products, or services, the proposal must address how the equipment, products or services will be provided to Participating Entities, and describe the network of distributors, dealers, resellers, and/or subcontractors that will be available to serve Participating Entities under a resulting contract. Sourcewell desires the broadest possible selection of equipment, products, and services being proposed over the largest possible geographic area and to the largest possible cross-section of Sourcewell current and future Participating Entities. C. REQUIREMENTS It is expected that proposers have knowledge of all applicable industry standards, laws, and regulations and possess an ability to market and distribute the equipment, products, or services to Participating Entities. 1. Safety Requirements. All items proposed must comply with current applicable safety or regulatory standards or codes. 2. Deviation from Industry Standard. Deviations from industry standards must be identified with an explanation of how the equipment, products, and services will provide equivalent function, coverage, performance, and/or related services. 3. New Equipment and Products. Proposed equipment and products must be for new, current model; however, proposer may offer certain close-out equipment or products if it is specifically noted in the Pricing proposal. 4. Delivered and operational. Unless clearly noted in the proposal, equipment and products must be delivered to the Participating Entity as operational. 5. Warranty. All equipment, products, supplies, and services must be covered by a warranty that is the industry standard or better. D. ANTICIPATED CONTRACT TERM Sourcewell anticipates that the term of any resulting contract(s) will be four years, with an optional one year extension that may be offered based on the best interests of Sourcewell and its Participating Entities. E. ESTIMATED CONTRACT VALUE AND USAGE Based on past volume of similar contracts, the estimated annual value of all transactions from contracts resulting from this RFP are anticipated to be USD $65 Million; therefore, proposers are expected to propose volume pricing. Sourcewell anticipates considerable activity under the Page 68 of 159 Rev. 3/2021 Sourcewell RFP #101221 Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies Page 6 contract(s) awarded from this RFP; however, sales and sales volume from any resulting contract are not guaranteed. F. MARKETING PLAN Proposer’s sales force will be the primary source of communication with Participating Entities. The proposer’s Marketing Plan should demonstrate proposer’s ability to deploy a sales force or dealer network to Participating Entities, as well as proposer’s sales and service capabilities. It is expected that proposer will promote and market any contract award. G. ADDITIONAL CONSIDERATIONS 1. Contracts will be awarded to proposers able to best meet the need of Participating Entities. Proposers should submit their complete line of equipment, products, or services that are applicable to the scope of this RFP. 2. Proposers should include all relevant information in its proposal, since Sourcewell cannot consider information that is not included in the proposal. Sourcewell reserves the right to verify proposer’s information and may request clarification from a proposer, including samples of the proposed equipment or products. 3. Depending upon the responses received in a given category, Sourcewell may need to organize responses into subcategories in order to provide the broadest coverage of the requested equipment, products, or services to Participating Entities. Awards may be based on a subcategory. 4. A proposer’s documented negative past performance with Sourcewell or its Participating Entities occurring under a previously awarded Sourcewell contract may be considered in the evaluation of a proposal. III. PRICING A. REQUIREMENTS All proposed pricing must be: 1. Either Line-Item Pricing or Percentage Discount from Catalog Pricing, or a combination of these: a. Line-item Pricing is pricing based on each individual product or services. Each line must indicate the proposer’s published “List Price,” as well as the “Contract Price.” b. Percentage Discount from Catalog or Category is based on a percentage discount from a catalog or list price, defined as a published Manufacturer’s Suggested Retail Price (MSRP) for the products or services. Individualized percentage discounts can be applied to any number of defined product groupings. Proposers will be responsible for providing and maintaining current published MSRP with Sourcewell, and this Page 69 of 159 Rev. 3/2021 Sourcewell RFP #101221 Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies Page 7 pricing must be included in its proposal and provided throughout the term of any Contract resulting from this RFP. 2. The proposer’s not to exceed price. A not to exceed price is the highest price for which equipment, products, or services may be billed to a Participating Entity. However, it is permissible for suppliers to sell at a price that is lower than the contracted price. 3. Stated in U.S. and Canadian dollars (as applicable). 4. Clearly understandable, complete, and fully describe the total cost of acquisition (e.g., the cost of the proposed equipment, products, and services delivered and operational for its intended purpose in the Participating Entity’s location). Proposers should clearly identify any costs that are NOT included in the proposed product or service pricing. This may include items such as installation, set up, mandatory training, or initial inspection. Include identification of any parties that impose such costs and their relationship to the proposer. Additionally, proposers should clearly describe any unique distribution and/or delivery methods or options offered in the proposal. B. ADMINISTRATIVE FEES Proposers are expected to pay to Sourcewell an administrative fee in exchange for Sourcewell facilitating the resulting contracts. The administrative fee is normally calculated as a percentage of the total sales to Participating Entities for all contracted equipment, products, or services made during a calendar quarter, and is typically one percent (1%) to two percent (2%). In some categories, a flat fee may be an acceptable alternative. IV. CONTRACT Proposers awarded a contract will be required to execute a contract with Sourcewell (see attached template). Only those modifications the proposer indicates in its proposal will be available for discussion. Much of the language in the Contract reflects Minnesota legal requirements and cannot be altered. Numerous and/or onerous exceptions that contradict Minnesota law may result in the proposal being disqualified from further review and evaluation. To request a modification to the template Contract, a proposer must submit the Exceptions to Terms, Conditions, or Specifications table with its proposal. Only those exceptions noted at the time of the proposal submission will be considered. Exceptions must: 1. Clearly identify the affected article and section. 2. Clearly note the requested modification; and as applicable, provide requested alternative language. Unclear requests will be automatically denied. Page 70 of 159 Rev. 3/2021 Sourcewell RFP #101221 Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies Page 8 Only those exceptions that have been accepted by Sourcewell will be included in the contract document provided to the awarded supplier for signature. If a proposer receives a contract award resulting from this solicitation it will have up to 30 days to sign and return the contract. After that time, at Sourcewell’s sole discretion, the contract award may be revoked. V. RFP PROCESS A. PRE-PROPOSAL CONFERENCE Sourcewell will hold an optional, non-mandatory pre-proposal conference via webcast on the date and time noted in the Solicitation Schedule for this RFP and on the Sourcewell Procurement Portal. The purpose of this conference is to allow potential proposers to ask questions regarding this RFP and Sourcewell’s competitive contracting process. Information about the webcast will be sent to all entities that have registered for this solicitation opportunity through their Sourcewell Procurement Portal Supplier Account. Pre-proposal conference attendance is optional. B. QUESTIONS REGARDING THIS RFP AND ORAL COMMUNICATION All questions regarding this RFP must be submitted through the Sourcewell Procurement Portal. The deadline for submission of questions is found in the Solicitation Schedule and on the Sourcewell Procurement Portal. Answers to questions will be issued through an addendum to this RFP. Repetitive questions will be summarized into a single answer and identifying information will be removed from the submitted questions. All questions, whether specific to a proposer or generally related to the RFP, must be submitted using this process. Do not contact individual Sourcewell staff to ask questions or request information as this may disqualify the proposer from responding to this RFP. Sourcewell will not respond to questions submitted after the deadline. C. ADDENDA Sourcewell may modify this RFP at any time prior to the proposal due date by issuing an addendum. Addenda issued by Sourcewell become a part of the RFP and will be delivered to potential proposers through the Sourcewell Procurement Portal. Sourcewell accepts no liability in connection with the delivery of any addenda. Before a proposal will be accepted through the Sourcewell Procurement Portal, all addenda, if any, must be acknowledged by the proposer by checking the box for each addendum. It is the responsibility of the proposer to check for any addenda that may have been issued up to the solicitation due date and time. Page 71 of 159 Rev. 3/2021 Sourcewell RFP #101221 Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies Page 9 If an addendum is issued after a proposer submitted its proposal, the Sourcewell Procurement Portal will WITHDRAW the submission and change the proposer’s proposal status to INCOMPLETE. The proposer can view this status change in the “MY BIDS” section of the Sourcewell Procurement Portal Supplier Account. The proposer is solely responsible to check the “MY BIDS” section of the Sourcewell Procurement Portal Supplier Account periodically after submitting its proposal (and up to the Proposal Due Date). If the proposer’s proposal status has changed to INCOMPLETE, the proposer is solely responsible to: i) make any required adjustments to its proposal; ii) acknowledge the addenda; and iii) ensure the re-submitted proposal is received through the Sourcewell Procurement Portal no later than the Proposal Due Date and time shown in the Solicitation Schedule above. D. PROPOSAL SUBMISSION Proposer’s complete proposal must be submitted through the Sourcewell Procurement Portal no later than the date and time specified in the Solicitation Schedule. Any other form of proposal submission, whether electronic, paper, or otherwise, will not be considered by Sourcewell. Late proposals will not be considered. It is the proposer’s sole responsibility to ensure that the proposal is received on time. It is recommended that proposers allow sufficient time to upload the proposal and to resolve any issues that may arise. The time and date that a proposal is received by Sourcewell is solely determined by the Sourcewell Procurement Portal web clock. In the event of problems with the Sourcewell Procurement Portal, follow the instructions for technical support posted in the portal. It may take up to 24 hours to respond to certain issues. Upon successful submission of a proposal, the Sourcewell Procurement Portal will automatically generate a confirmation email to the proposer. If the proposer does not receive a confirmation email, contact Sourcewell’s support provider at support@bidsandtenders.ca. To ensure receipt of the latest information and updates via email regarding this solicitation, or if the proposer has obtained this solicitation document from a third party, the onus is on the proposer to create a Sourcewell Procurement Portal Supplier Account and register for this solicitation opportunity. Within the Sourcewell Procurement Portal, all proposals must be digitally acknowledged by an authorized representative of the proposer attesting that the information contained in in the proposal is true and accurate. By submitting a proposal, proposer warrants that the information provided is true, correct, and reliable for purposes of evaluation for potential contract award. The submission of inaccurate, misleading, or false information is grounds for disqualification from a contract award and may subject the proposer to remedies available by law. Page 72 of 159 Rev. 3/2021 Sourcewell RFP #101221 Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies Page 10 E. GENERAL PROPOSAL REQUIREMENTS Proposals must be: • In substantial compliance with the requirements of this RFP or it will be considered nonresponsive and be rejected. • Complete. A proposal will be rejected if it is conditional or incomplete. • Submitted in English. • Valid and irrevocable for 90 days following the Proposal Due Date. Any and all costs incurred in responding to this RFP will be borne by the proposer. F. PROPOSAL WITHDRAWAL Prior to the proposal deadline, a proposer may withdraw its proposal. G. OPENING The Opening of proposals will be conducted electronically through the Sourcewell Procurement Portal. A list of all proposers will be made publicly available in the Sourcewell Procurement Portal after the Proposal Due Date, but no later than the Opening time listed in the Solicitation Schedule. To view the list of proposers, verify that the Sourcewell Procurement Portal opportunities list search is set to “All” or “Closed.” The solicitation status will automatically change to “Closed” after the Proposal Due Date and Time. VI. EVALUATION AND AWARD A. EVALUATION It is the intent of Sourcewell to award one or more contracts to responsive and responsible proposers offering the best overall quality, selection of equipment, products, and services, and price that meet the commonly requested specifications of Sourcewell and its Participating Entities. The award(s) will be limited to the number of proposers that Sourcewell determines is necessary to meet the needs of its Participating Entities. Factors to be considered in determining the number of contracts to be awarded in any category may include the following: • The number of and geographic location of: o Proposers necessary to offer a comprehensive selection of equipment, products, or services for Participating Entities’ use. o A proposer’s sales and service network to assure availability of product supply and coverage to meet Participating Entities’ anticipated needs. • Total evaluation scores. Page 73 of 159 Rev. 3/2021 Sourcewell RFP #101221 Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies Page 11 • The attributes of proposers, and their equipment, products, or services, to assist Participating Entities achieve environmental and social requirements, preferences, and goals. Information submitted as part of a proposal should be as specific as possible when responding to the RFP. Do not assume Sourcewell has any knowledge about a specific supplier or product. B. AWARD(S) Award(s) will be made to the proposer(s) whose proposal conforms to all conditions and requirements of the RFP, and consistent with the award criteria defined in this RFP. Sourcewell may request written clarification of a proposal at any time during the evaluation process. Proposal evaluation will be based on the following scoring criteria and the Sourcewell Evaluator Scoring Guide (a copy is available in the Sourcewell Procurement Portal): Conformance to RFP Requirements 50 Financial Viability and Marketplace Success 75 Ability to Sell and Deliver Service 100 Marketing Plan 50 Value Added Attributes 75 Warranty 50 Depth and Breadth of Offered Equipment, Products, or Services 200 Pricing 400 TOTAL POINTS 1000 C. PROTESTS OF AWARDS Any protest made under this RFP by a proposer must be in writing, addressed to Sourcewell’s Executive Director, and delivered to the Sourcewell office located at 202 12th Street NE, P.O. Box 219, Staples, MN 56479. All documents that comprise the complete protest package must be received no later than 10 calendar days’ following Sourcewell’s notice of contract award(s) or non-award and must be time stamped by Sourcewell no later than 4:30 p.m., Central Time. A protest must allege a procedural, technical, or legal defect, with supporting documentation. A protest that merely requests a re-evaluation of a proposal’s content will not be entertained A protest must include the following items: • The name, address, and telephone number of the protester; • Identification of the solicitation by RFP number; • A precise statement of the relevant facts; • Identification of the alleged procedural, technical, or legal defect; Page 74 of 159 Rev. 3/2021 Sourcewell RFP #101221 Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies Page 12 • Analysis of the basis for the protest; • Any additional supporting documentation; • The original signature of the protester or its representative; and • Protest bond in the amount of $20,000 (except where prohibited by law or treaty). Protests that do not address these elements will not be reviewed. D. RIGHTS RESERVED This RFP does not commit Sourcewell to award any contract, and a proposal may be rejected if it is nonresponsive, conditional, incomplete, conflicting, or misleading. Proposals that contain false statements or do not support an attribute or condition stated by the proposer may be rejected. Sourcewell reserves the right to: • Modify or cancel this RFP at any time; • Reject any and all proposals received; • Reject proposals that do not comply with the provisions of this RFP; • Select, for contracts or for discussion, a proposal other than that with the lowest cost; • Independently verify any information provided in a proposal; • Disqualify any proposer that does not meet the requirements of this RFP, is debarred or suspended by the United States or Canada, State of Minnesota, Participating Entity’s state or province; has an officer, or other key personnel, who have been charged with a serious crime; or is bankrupt, insolvent, or where bankruptcy or insolvency are a reasonable prospect; • Waive or modify any informalities, irregularities, or inconsistencies in the proposals received; • Clarify any part of a proposal and discuss any aspect of the proposal with any proposer; and negotiate with more than one proposer; • Award a contract if only one responsive proposal is received if it is in the best interest of Participating Entities; and • Award a contract to one or more proposers if it is in the best interest of Participating Entities. E. DISPOSITION OF PROPOSALS All materials submitted in response to this RFP will become property of Sourcewell and will become public record in accordance with Minnesota Statutes Section 13.591, after negotiations are complete. Sourcewell considers that negotiations are complete upon execution of a resulting contract. It is the proposer’s responsibility to clearly identify any data submitted that it considers to be protected. Proposer must also include a justification for the classification citing the applicable Minnesota law. Sourcewell may reject proposals that are marked confidential or nonpublic, either substantially or in their entirety. Page 75 of 159 Rev. 3/2021 Sourcewell RFP #101221 Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies Page 13 Sourcewell will not consider the prices submitted by the proposer to be confidential, proprietary, or trade secret materials. Financial information, including financial statements, provided by a proposer is not considered trade secret under the statutory definition. Page 76 of 159 8/26/2021 Addendum No. 1 Solicitation Number: RFP 101221 Solicitation Name: Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: We manufacture and sell pipeline inspection and rehabilitation equipment. Are we to bid on RFP 101221 or RFP 093021? Answer 1: Each Sourcewell RFP is an open and competitive solicitation process. In the competitive process, Sourcewell will not pre-evaluate a proposer’s offerings. Each proposer, in its discretion, will propose the equipment, products, and services that it deems to fall within Sourcewell’s requested equipment, products, and services as described in the RFP. Only those products within the scope of the RFP will be included in any contract awarded by Sourcewell as a result of the solicitation. Each Proposal will be evaluated based on the criteria stated in the RFP. End of Addendum Acknowledgement of this Addendum to RFP 101221 posted to the Sourcewell Procurement Portal on 8/26/2021, is required at the time of proposal submittal. Page 77 of 159 9/10/2021 Addendum No. 2 Solicitation Number: RFP 101221 Solicitation Name: Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies Consider the following Questions and Answers to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Are we able to add new items to the contract post-award or are only items included during the initial submission allowed? When are price increases permitted post-award to accommodate for material COGs increases and is there a yearly limit? Answer 1: Refer to the Sourcewell contract template, Section 4 – Product and Pricing Change Requests. Question 2: When are sales and the administrative fee paid to Sourcewell? During the quarter the order was received from the customer or after delivery to and payment from the customer? Answer 2: Refer to Sourcewell Contract Template Section 8 – Report on Contract Sales Activity and Administrative Fee Payment, for Sourcewell expectations for reporting and administrative fees. Question 3: We offer equipment that ranges in capacity and multiple chassis options. If we offer as a standard item on contract a certain gallon tank with a specific chassis and have the unit priced as such, when the customer calls for a quote and wants the same tank with a Page 78 of 159 different chassis can we quote the difference in pricing as “Off Contract or Open Market” for the difference in cost between the chassis? Answer 3: It is left to the discretion of each proposer to articulate and propose the pricing approach that aligns with their business methods and satisfies the requirements of RFP Article III - Pricing. Proposals are evaluated based on the criteria stated in the RFP. Question 4: Are we allowed to quote “Off contract or Open Market” any optional equipment that is not included on the base model based on each customer’s specific needs? Or do we have to have on contract any and all possible options available? Answer 4: Refer to Answer 3 above. Question 5: How are we to handle transportation costs for our units when a customer requires delivery. Because shipping costs can very largely based on where the unit is to ship, are we allowed to price out delivery on a separate line and add the actual shipping costs to the bid? Answer 5: Refer to Answer 3 above. Question 6: How can the financial statements be excluded from public record? Answer 6: RFP Section VI. E. - Disposition of Proposals, addresses the handling of materials submitted in response to the RFP under Minnesota Statutes Section 13.591. End of Addendum Acknowledgement of this Addendum to RFP 101221 posted to the Sourcewell Procurement Portal on 9/10/21, is required at the time of proposal submittal. Page 79 of 159 9/30/2021 Addendum No. 3 Solicitation Number: RFP 101221 Solicitation Name: Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies Consider the following Questions and Answers to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Clarify what must be ‘provided throughout the term of any Contract’? Does this mean that whenever new MSRP pricing is published it must be provided to Sourcewell and the discount offered in the proposal must be maintained throughout the term of the contract? Answer 1: A Proposer with proposed pricing that is based on Percentage Discount from Catalog or Category (RFP Section III. A. 1. b.) is “responsible for providing and maintaining current published MSRP with Sourcewell.” The MSRP must be included in the proposal. In the event of contract award, current published MSRP must be provided to Sourcewell throughout the term. Question 2: Will a Sourcewell Price and Product Change Request be required whenever new MSRP pricing is published? Answer 2: See Answer 1 above. Also, refer to Sourcewell template contract Section 3. – Pricing, for additional detail on pricing during the contract term. “All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal.” During the term of an awarded contract, a change of the price stated in a Page 80 of 159 supplier’s proposal is requested using the process described in template contract Section 4. – Product and Pricing Change Requests. End of Addendum Acknowledgement of this Addendum to RFP 101221 posted to the Sourcewell Procurement Portal on 9/30/2021 is required at the time of proposal submittal. Page 81 of 159 CITY OF CRESTVIEW Item # 6.2. Staff Report CITY COUNCIL MEETING DATE: October 24, 2022 TYPE OF AGENDA ITEM: Action Item TO: Mayor and City Council CC: City Manager, City Clerk, Staff and Attorney FROM: Maryanne Schrader DATE: 10/17/2022 SUBJECT: Approval of October 10, 2022 City Council Minutes BACKGROUND: Routine approval of October 10, 2022 City Council Minutes DISCUSSION: Minutes were distributed prior to the meeting. GOALS & OBJECTIVES This item is consistent with the goals in A New View Strategic Plan 2020 as follows; Foundational- these are the areas of focus that make up the necessary foundation of a successful local government. Financial Sustainability- Achieve long term financial sustainability Organizational Capacity, Effectiveness & Efficiency- To efficiently & effectively provide the highest quality of public services Infrastructure- Satisfy current and future infrastructure needs Communication- To engage, inform and educate public and staff Quality of Life- these areas focus on the overall experience when provided by the city. Community Character- Promote desirable growth with a hometown atmosphere Safety- Ensure the continuous safety of citizens and visitors Mobility- Provide safe, efficient and accessible means for mobility Opportunity- Promote an environment that encourages economic and educational opportunity Play- Expand recreational and entertainment activities within the City Community Culture- Develop a specific identity for Crestview FINANCIAL IMPACT n/a RECOMMENDED ACTION Page 82 of 159 Staff requests a motion to approve the October 10, 2022 City Council Regular Meeting Minutes Attachments 1. 10102022 City Council Minutes draft. docx Page 83 of 159 1 | P a g e City Council Minutes - Draft October 10, 2022 6:00 p.m. Council Chambers 1.Call to Order The Regular Meeting of the Crestview City Council was called to order at 6:00 p.m. by Mayor JB Whitten. Board members present: Mayor Pro-Tem Andrew Rencich, Council members: Shannon Hayes, Doug Capps, Cynthia Brown, and Joe Blocker. Also present: City Manager Tim Bolduc, City Clerk Maryanne Schrader, City Attorney Jonathan Holloway, and various staff members. 2.Invocation, Pledge of Allegiance 2.1.Pastor Claresa Sikes of Lifepoint Church The Invocation and Pledge of Allegiance was led by Pastor Claresa Sikes of Lifepoint Church 3.Open Policy Making and Legislative Session Mayor JB Whitten established a quorum and reviewed the rules of procedure. 4.Approve Agenda Mayor JB Whitten announced that the city manager had a change to the agenda. City Manager Tim Bolduc requested that items 8.7, 8.8 and 8.9 for Ordinances 1903, 1904, and 1905 regarding the Friendship Lane Annexation, Comprehensive Plan, and Rezoning be tabled to the October 24th meeting. He explained the items were not properly advertised by the newspaper, adding the newspaper will run the ordinances again. Mayor JB Whitten called for action. Motion by Council member Andrew Rencich and seconded by Council member Douglas Capps to approve the agenda, as amended. Roll Call: Joe Blocker, Cynthia Brown, Shannon Hayes, Andrew Rencich, Douglas Capps. All ayes. Motion carried. 5.Presentations and Reports – None listed. 6.Consent Agenda Mayor JB Whitten called for action. Motion by Council member Cynthia Brown and seconded by Council member Shannon Hayes to approve the Consent Agenda, as presented. Roll Call: Joe Blocker, Cynthia Brown, Shannon Hayes, Andrew Rencich, Douglas Capps. All ayes. Motion carried. Page 84 of 159 P a g e | 2 6.1.2023 Library Interlocal Agreement 6.2.In-Kind Project Proposal Acceptance Letter; Florida Department of Environmental Protection 6.3.Memo of Understanding with Flock Safety 6.4.Approval of the September 26, 2022 City Council Final Budget Hearing Minutes 6.5.Approval of the September 26, 2022 City Council Regular Meeting Minutes 7.Public Hearings / Ordinances on Second Reading 8.Ordinances on First Reading 8.1.Ordinance 1897 - Airport Road Annexation Interim Planning Administrator Nicholas Schwendt stated the next three ordinances pertain to 2909 Airport Road Property located in the unincorporated portion of the County. He noted that the Planning and Development Board recommended denial. He described the current zoning and land use stating the property encompasses thirteen acres. A development application has not been received. He went over the courtesy notices, posting, certified mailing, and advertisement per State Statute. He added the successful annexation of this property will have positive future impacts, including ad valorem revenue based on future taxable assessed value, development and building permit fees, and utility usage fees. Interim Planning Administrator Nicholas Schwendt presented Ordinance 1897 to the City Council and asked the City Clerk to read the ordinance. City Clerk Maryanne Schrader read the Ordinance by Title: An Ordinance Annexing to the City of Crestview, Florida, ± 13.16 Acres of Contiguous Lands Located In Section 33, Township 4 North, Range 23 West, and Being Described as Set Forth Herein; Providing for Authority; Providing for Land Description; Providing For Boundary; Providing For Land Use and Zoning Designation; Providing For Amendment to the Base, Land Use and Zoning Maps; Providing For a Comprehensive Plan Amendment; Providing For Filing With the Clerk of Circuit Court of Okaloosa County, the Chief Administrative Officer of Okaloosa County and the Florida Department of State; Providing For Severability; Providing For Scrivener’s Errors; Providing For Liberal Interpretation; Providing For Repeal of Conflicting Codes and Ordinances; and Providing For an Effective Date. Mayor JB Whitten asked for comment from the Council. Page 85 of 159 P a g e | 3 Discussion ensued on traffic issues, water, and sewer availability. City Manager T. Bolduc explained the city does not provide water to the area. We would have to make improvements with our wastewater system to provide sewer. He depicted the map of the area explaining the city could not provide for maximum density, so a developer would have to pay to provide sewer, such as a lift station. If the development is for single family housing, we could provide a low-pressure system. He explained the process of the annexation including the studies that would be needed for mitigation and went over the mixed-use options. He added this request is an applicant driven annexation. Council member S. Hayes stated that the police coverage for the area would be a burden to the city. He added that the city welcomes other people but without a guarantee that the developer would offer single family, he cannot support. Council member C. Brown added the annexation may be something to look at it in the future. Council member D. Capps voiced his concern about the residential annexation stating he does not support this, as it is outside our master plan. Council member J. Blocker said he is against the annexation at this time. Council member A. Rencich said annexation has to be smart growth - smart annexing. He added he does not want to tie up our sewer and prefers to concentrate on commercial annexation. City Manager T. Bolduc went over the options available. Discussion ensued on options available to the Council for annexation that is developer driven. Council voiced preference for single-family homes in that area. Council member Joe Blocker said he is against what the County would do, if we do not annex the property. Mayor JB Whitten called for action. Motion by Council member Andrew Rencich and seconded by Council member Shannon Hayes to table to the October 24th meeting. Roll Call: Joe Blocker, Cynthia Brown, Shannon Hayes, Andrew Rencich, Douglas Capps. All ayes. Motion carried. 8.2.Ordinance 1898 - Airport Road Comprehensive Plan Amendment Interim Planning Administrator Nicholas Schwendt presented Ordinance 1898 to the City Council and asked the City Clerk to read the ordinance. City Clerk Maryanne Schrader read the Ordinance by Title: An Ordinance of the Page 86 of 159 P a g e | 4 City of Crestview, Florida, Amending Its Adopted Comprehensive Plan; Providing For Authority; Providing For Findings of Fact; Providing for Purpose; Providing For Changing the Future Land Use Designation From Okaloosa County Low Density Residential to Mixed Use (Mu) on Approximately 13.16 Acres, More Or Less, In Section 33, Township 4 North, Range 23 West; Providing For Future Land Use Map Amendment; Providing For Severability; Providing For Scrivener’s Errors; Providing For Liberal Interpretation; Providing For Repeal of Conflicting Codes and Ordinances; and Providing for an Effective Date. Mayor JB Whitten asked for comment from the Council. Mayor JB Whitten called for action. No action taken. 8.3.Ordinance 1899 - Airport Road Rezoning Interim Planning Administrator Nicholas Schwendt presented Ordinance 1899 to the City Council requesting the staff report be entered into the record: On September 2, 2022, staff received an application to annex and to amend the comprehensive plan and zoning designations for property located at 2909 Airport Road. The subject property is currently located within unincorporated Okaloosa County with a future land use and zoning designation of Low Density Residential and Residential-1, respectively. The application requests the Mixed Use (MU) zoning designation for the property. The Planning and Development Board recommended disapproval of the request on October 3, 2022 by a vote of 3 ayes and 2 nays. The property description is as follows: Property Owner: The Grand Reserve Columbus LLC; PO Box 3290; Phenix City, AL 36868; Parcel ID: 33-4N-23-0000-0038-0000 33-4N-23-0000-0038-0010; Site Size: 13.16 acres; Current FLU: Okaloosa County Low Density Residential; Current Zoning: Okaloosa County Residential-1; Current Land Use: Residential & Vacant. The following provides the surrounding land use designations, zoning districts, and existing uses. Direction: North; FLU: Okaloosa County Low Density Residential; Zoning: Okaloosa County Residential-1; Existing Use: Residential & Vacant. Direction: East; FLU: Okaloosa County Low Density Residential; Zoning: Okaloosa County Residential-1; Existing Use: Residential & Vacant. Direction: South; FLU: Okaloosa County Low Density Residential & Mixed Use (MU); Zoning: Okaloosa County Residential-1 & Mixed Use (MU); Existing Use: Residential & Vacant. Direction: West; FLU: Okaloosa County Low Density Residential; Zoning: Okaloosa County Residential-1; Existing Use: Residential. The subject property is currently developed for residential use and a development application has not been submitted. Based on the requested land-use and zoning designations, the property use could continue as a residence or be developed for low-intensity commercial use. Staff reviewed the request for rezoning and finds the following: - The proposed zoning is consistent with the proposed future land use designation. - The uses within the requested zoning district are compatible with uses in the adjacent zoning districts. - The requested use is not substantially more or less intense than allowable Page 87 of 159 P a g e | 5 development on adjacent parcels. Courtesy notices were mailed to property owners within 300 feet of the subject property on September 9, 2022. The property was posted on September 20, 2022. An advertisement ran in the Crestview News Bulletin on September 22 and 29, 2022 Interim Planning Administrator Nicholas Schwendt asked the City Clerk to read Ordinance 1899. City Clerk Maryanne Schrader read the Ordinance by Title: An Ordinance of the City of Crestview, Florida, Providing For the Rezoning of 13.16 Acres, More or Less, of Real Property, Located In Section 33, Township 4 North, Range 23 West, From the Okaloosa County Residential-1 Zoning District to the Mixed Use (Mu) Zoning District; Providing for Authority; Providing for the Updating of the Crestview Zoning Map; Providing For Severability; Providing For Scrivener’s Errors; Providing For Liberal Interpretation; Providing for Repeal of Conflicting Codes and Ordinances; and Providing for an Effective Date. Mayor JB Whitten asked for comment from the Council. Mayor JB Whitten called for action. No action taken. 8.4.Ordinance 1900 - Antioch Road Annexation Interim Planning Administrator Nicholas Schwendt reviewed Ordinance 1900 on subject property going over the zoning and land uses. He stated the property is near our golf course. The property may be zoned for commercial use. He went over the courtesy notices, posting, certified mailing, and advertisement per State Statute. He added the successful annexation of this property will have positive future impacts, including ad valorem revenue based on future taxable assessed value, development and building permit fees, and utility usage fees. Interim Planning Administrator Nicholas Schwendt presented the Ordinance 1900 - Antioch Road Annexation to the City Council and asked the City Clerk to read the ordinance. City Clerk Maryanne Schrader read the Ordinance by Title: An Ordinance Annexing to the City of Crestview, Florida, ± 1.23 Acres of Contiguous Lands Located In Section 26, Township 3 North, Range 24 West, and Being Described as Set Forth Herein; Providing for Authority; Providing For Land Description; Providing For Boundary; Providing For Land Use and Zoning Designation; Providing For Amendment to the Base, Land Use and Zoning Maps; Providing For A Comprehensive Plan Amendment; Providing For Filing With the Clerk of Circuit Court of Okaloosa County, the Chief Administrative Officer of Okaloosa County and the Florida Department of State; Providing For Severability; Providing For Scrivener’s Errors; Providing For Liberal Interpretation; Providing For Repeal of Conflicting Codes and Ordinances; and Providing For an Effective Date. Page 88 of 159 P a g e | 6 Mayor JB Whitten asked for comment from the Council. Mayor JB Whitten called for action. Motion by Council member Shannon Hayes and seconded by Council member Joe Blocker to approve Ordinance 1900 and move to second reading. Roll Call: Joe Blocker, Cynthia Brown, Shannon Hayes, Andrew Rencich, Douglas Capps. All ayes. Motion carried. 8.5.Ordinance 1901 - Antioch Road Comprehensive Plan Amendment Interim Planning Administrator Nicholas Schwendt presented Ordinance 1901 to the City Council. Interim Planning Administrator Nicholas Schwendt asked the City Clerk to read the ordinance. City Clerk Maryanne Schrader read the Ordinance by Title: An Ordinance of the City of Crestview, Florida, Amending Its Adopted Comprehensive Plan; Providing For Authority; Providing For Findings of Fact; Providing For Purpose; Providing For Changing the Future Land Use Designation From Okaloosa County Low Density Residential to Commercial (C) on Approximately 1.23 Acres, More Or Less, In Section 26, Township 3 North, Range 24 West; Providing For Future Land Use Map Amendment; Providing For Severability; Providing For Scrivener’s Errors; Providing For Liberal Interpretation; Providing For Repeal of Conflicting Codes and Ordinances; and Providing for an Effective Date. Mayor JB Whitten asked for comment from the Council. Mayor JB Whitten called for action. Motion by Council member Cynthia Brown and seconded by Council member Andrew Rencich to approve Ordinance 1901 on 1st reading and move to second reading for final adoption. Roll Call: Joe Blocker, Cynthia Brown, Shannon Hayes, Andrew Rencich, Douglas Capps. All ayes. Motion carried. 8.6.Ordinance 1902 - Antioch Road Rezoning Interim Planning Administrator Nicholas Schwendt presented Ordinance 1902 to the City Council asked for the staff report to be entered into the record: On August 21, 2022, staff received an application to annex and to amend the comprehensive plan and zoning designations for property located on Antioch Road. The subject property is currently located within unincorporated Okaloosa County with a future land use and zoning designation of Low Density Residential and Residential-1, respectively. The application requests the Commercial Low-Intensity District (C-1) zoning designation for the property. The Planning and Development Board recommended approval of the request on October 3, 2022. The property description is as follows: Property Owner: Miller Jason; 891 S Ferdon Blvd; Crestview, FL 32536; Parcel ID: Page 89 of 159 P a g e | 7 26-3N-24-0000-0015-001B; Site Size: 1.23 acres; Current FLU: Okaloosa County Low Density Residential; Current Zoning: Okaloosa County Residential-1 Current Land Use: Vacant. The following provides the surrounding land use designations, zoning districts, and existing uses. Direction: North; FLU: Okaloosa County Low Density Residential; Zoning: Okaloosa County Residential-1; Existing Use: Residential. Direction: East; FLU: Public Lands (PL); Zoning: Public Lands (PL); Existing Use: Commercial. Direction: South; FLU: Commercial (C); Zoning: Commercial Low-Intensity District (C-1); Existing Use: Residential. Direction: West; FLU: Commercial (C); Zoning: Commercial Low-Intensity District (C-1); Existing Use: Vacant. The subject property is currently vacant, and a development application has not been submitted. Based on the requested land-use and zoning designations, the property can be developed for commercial use. Staff reviewed the request for rezoning and finds the following: - The proposed zoning is consistent with the proposed future land use designation. - The uses within the requested zoning district are compatible with uses in the adjacent zoning districts. - The requested use is not substantially more or less intense than allowable development on adjacent parcels. Courtesy notices were mailed to property owners within 300 feet of the subject property on September 9, 2022. The property was posted on September 20, 2022. An advertisement ran in the Crestview News Bulletin on September 22 and 29, 2022. Interim Planning Administrator Nicholas Schwendt asked the City Clerk to read the ordinance. City Clerk Maryanne Schrader read the Ordinance by Title: An Ordinance of the City of Crestview, Florida, Providing For the Rezoning of 1.23 Acres, More Or Less, of Real Property, Located In Section 26, Township 3 North, Range 24 West, From the Okaloosa County Residential-1 Zoning District to the Commercial Low-Intensity District (C-1 ) Zoning District; Providing For Authority; Providing For the Updating of the Crestview Zoning Map; Providing For Severability; Providing For Scrivener’s Errors; Providing For Liberal Interpretation; Providing For Repeal of Conflicting Codes and Ordinances; and Providing for an Effective Date. Mayor JB Whitten asked for comment from the Council. Mayor JB Whitten called for action. Motion by Council member Douglas Capps and seconded by Council member Shannon Hayes to approve Ordinance 1902 on 1st reading and move to second reading for final adoption. Roll Call: Joe Blocker, Cynthia Brown, Shannon Hayes, Andrew Rencich, Douglas Capps. All ayes. Motion carried. 8.7.Ordinance 1903 Friendship Lane Annexation Ordinance 1903 - Friendship Lane Annexation was moved to the October 24th meeting. Page 90 of 159 P a g e | 8 8.8.Ordinance 1904 - Friendship Lane Comprehensive Plan Amendment Ordinance 1904 - Friendship Lane Comprehensive Plan Amendment was moved to the October 24th meeting. 8.9.Ordinance 1905 - Friendship Lane Rezoning Ordinance 1905 - Friendship Lane Rezoning was moved to the October 24th meeting. 8.10.Ordinance 1906 - Henderson Street Annexation Interim Planning Administrator Nicholas Schwendt presented Ordinance 1906 to the City Council stating the next three ordinances regard 696 Henderson Street in unincorporated property. He went over the courtesy notices, posting, certified mailing, and advertisement per State Statute. He added the successful annexation of this property will have positive future impacts, including ad valorem revenue based on future taxable assessed value, development and building permit fees, and utility usage fees. Interim Planning Administrator Nicholas Schwendt asked the City Clerk to read the ordinance. City Clerk Maryanne Schrader read the Ordinance by Title: An Ordinance Annexing to the City of Crestview, Florida, ± 1.52 Acres of Contiguous Lands Located In Section 21, Township 3 North, Range 23 West, and Being Described as Set Forth Herein; Providing for Authority; Providing for Land Description; Providing for Boundary; Providing for Land Use and Zoning Designation; Providing for Amendment to the Base, Land Use and Zoning Maps; Providing for A Comprehensive Plan Amendment; Providing for Filing With the Clerk of Circuit Court of Okaloosa County, the Chief Administrative Officer of Okaloosa County and the Florida Department of State; Providing for Severability; Providing for Scrivener’s Errors; Providing for Liberal Interpretation; Providing for Repeal of Conflicting Codes and Ordinances; and Providing for an Effective Date. Mayor JB Whitten asked for comment from the Council. Mayor JB Whitten called for action. Motion was made by Council member Shannon Hayes and seconded by Council member Cynthia Brown to approve Ordinance 1906 on 1st reading and move to second reading for final adoption. Roll Call: Joe Blocker, Cynthia Brown, Shannon Hayes, Andrew Rencich, Douglas Capps. All ayes. Motion carried. 8.11.Ordinance 1907 - Henderson Street Comprehensive Plan Amendment Interim Planning Administrator Nicholas Schwendt presented Ordinance 1907 to the City Council and explained that the subject property is currently vacant. Interim Planning Administrator Nicholas Schwendt asked the City Clerk to read the ordinance. Page 91 of 159 P a g e | 9 City Clerk Maryanne Schrader read the Ordinance by Title: An Ordinance of the City of Crestview, Florida, Amending Its Adopted Comprehensive Plan; Providing For Authority; Providing For Findings of Fact; Providing For Purpose; Providing For Changing the Future Land Use Designation From Okaloosa County Low Density Residential to Residential (R) on Approximately 1.52 Acres, More Or Less, In Section 21, Township 3 North, Range 23 West; Providing For Future Land Use Map Amendment; Providing For Severability; Providing For Scrivener’s Errors; Providing For Liberal Interpretation; Providing For Repeal of Conflicting Codes and Ordinances; and Providing For an Effective Date. Mayor JB Whitten asked for comment from the Council. Mayor JB Whitten called for action. Motion was made by Council member Joe Blocker and seconded by Council member Cynthia Brown to approve Ordinance 1907 on 1st reading and move to second reading for final adoption. Roll Call: Joe Blocker, Cynthia Brown, Shannon Hayes, Andrew Rencich, Douglas Capps. All ayes. Motion carried. 8.12.Ordinance 1908 - Henderson Street Rezoning Interim Planning Administrator Nicholas Schwendt presented Ordinance 1908 to the City Council mentioning the information is the same as the last two ordinances. He asked staff report into the record: On August 31, 2022, staff received an application to annex and to amend the comprehensive plan and zoning designations for property located at 697 Henderson Street. The subject property is currently located within unincorporated Okaloosa County with a future land use and zoning designation of Low Density Residential and Residential-1, respectively. The application requests the Single and Multi-Family Density Dwelling District (R-3) zoning designation for the property. The Planning and Development Board recommended approval of the request on October 3, 2022. The property description is as follows: Property Owner: Tarpley Darryl E; 322 Aplin Rd; Crestview, FL 32539-4950; Parcel ID: 21-3N-23- 1670-0016-0080; Site Size: 1.52 acres; Current FLU: Okaloosa County Low Density Residential; Current Zoning: Okaloosa County Residential-1; Current Land Use: Vacant. The following table provides the surrounding land use designations, zoning districts, and existing uses. Direction: North; FLU: Okaloosa County Low Density Residential; Zoning: Okaloosa County Residential-1; Existing Use: Residential & Vacant. Direction: East; FLU: Okaloosa County Low Density Residential; Zoning: Okaloosa County Residential-1; Existing Use: Vacant. Direction: South; FLU: Residential (R); Zoning: Single and Multi-Family Density Dwelling District (R-3); Existing Use: Vacant. Direction: West; FLU: Residential (R); Zoning: Single and Multi-Family Density Dwelling District (R-3); Existing Use: Residential. The subject property is currently vacant, and a development application has not been submitted. Based on the requested land-use and zoning designations, the property can be developed for residential use. Staff reviewed the request for rezoning and finds the following: Page 92 of 159 P a g e | 10 - The proposed zoning is consistent with the proposed future land use designation. - The uses within the requested zoning district are compatible with uses in the adjacent zoning districts. - The requested use is not substantially more or less intense than allowable development on adjacent parcels. Courtesy notices were mailed to property owners within 300 feet of the subject property on September 9, 2022. The property was posted on September 20, 2022. An advertisement ran in the Crestview News Bulletin on September 22 and 29, 2022. Interim Planning Administrator Nicholas Schwendt asked the City Clerk to read the ordinance. City Clerk Maryanne Schrader read the Ordinance by Title: An Ordinance Of The City Of Crestview, Florida, Providing For The Rezoning Of 1.52 Acres, More Or Less, Of Real Property, Located In Section 21, Township 3 North, Range 23 West, From The Okaloosa County Residential-1 Zoning District To The Single And Multi- Family Density Dwelling District (R-3) Zoning District; Providing For Authority; Providing For The Updating Of The Crestview Zoning Map; Providing For Severability; Providing For Scrivener’s Errors; Providing For Liberal Interpretation; Providing For Repeal Of Conflicting Codes And Ordinances; and Providing For An Effective Date. Mayor JB Whitten asked for comment from the Council. Mayor JB Whitten called for action. Motion was made by Council member Joe Blocker and seconded by Council member Andrew Rencich to approve Ordinance 1908 on 1st reading and move to second reading for final adoption. Roll Call: Joe Blocker, Cynthia Brown, Shannon Hayes, Andrew Rencich, Douglas Capps. All ayes. Motion carried. 9.Resolutions – None scheduled. 10.Action Items 10.1.City Clerk Annual Performance Evaluation Introduction HR Director Jessica Leavins announced the anniversary date for Ms. Maryanne Schrader is November 15th, as she was appointed by the City Council in 2021. Our goal is to perform an evaluation within thirty days of date of hire. The City of Crestview has established a procedure for employee evaluations based on our core values, which we refer to as TRACK. Each council member will complete a rating sheet and comment form that was distributed. She asked that the rating be returned to Administration, so the Council can make the recommendation at the November 14th Council meeting. Page 93 of 159 P a g e | 11 10.2.Magnolia Creeks Phase 1 & 2 Final Plat Interim Planning Administrator Nicholas Schwendt said the plat has gone through the review process. The property is on a 21.4-acre plot on Steeple Chase Drive. There are no more technical comments needed, however, utility easements are being worked on. City Attorney J. Holloway explained he is still working with Florida Power and Light on the easements, which impacts the city’s right-of-way. Mayor JB Whitten asked for comment from the Council. Mayor JB Whitten called for action. Motion by Council member Andrew Rencich and seconded by Council member Shannon Hayes to approve the final plat contingent on the Public Services director’s final approval of the easements that are necessary. Roll Call: Joe Blocker, Cynthia Brown, Shannon Hayes, Andrew Rencich, Douglas Capps. All ayes. Motion carried. 11.City Clerk Report 11.1.September Update City Clerk Maryanne Schrader mentioned the position for Natasha Peacock has been upgraded to Deputy City Clerk. Natasha wants to relay her appreciation to the City Council for the opportunity. She is is attending the first of a three-year certification process with the Florida Association of City Clerks. City Clerk Maryanne Schrader mentioned staff is continuing the departmental review of the Code and has been granted an extension from Municode, because we were making hurricane preparations and unable to meet as a whole to review. She also said for September, we received 37 new requests on the Public Records portal. 12.City Manager Report City Manager T. Bolduc mentioned he is still working on the details of the Affordable Housing project. He went over six additional pieces of property that could also be used for affordable housing. The properties are vacant and cost $75,000 for all six parcels. He added Habitat is an opportunity, but we can also place the properties in a land trust. There is money in the budget for blight removal, as it is in the HUD designated area. We plan to place restrictions for the sale of the properties to low-to moderate income households. Discussion ensued on the price and value to the community. Motion by Councilmember Andrew Rencich and seconded by Council member Joe Blocker giving permission for the city manager to move forward on a contract and acquire the seven properties. Roll Call: Joe Blocker, Cynthia Brown, Shannon Hayes, Andrew Rencich, Douglas Capps. All ayes. Motion carried. Page 94 of 159 P a g e | 12 In response to Council concerns, City Manager T. Bolduc also briefed the Council on the day care needs of the local military members. He mentioned that the city was included in the Washington Post article regarding the military’s ability to provide childcare for the military families in their surrounding communities. We will have a community meeting and invite people in about career opportunities to meet the need. The 7th Group, in particular, does not have day care options in the south end. 13.Comments from the Mayor and Council Council member S. Hayes mentioned at his last Land Use and Development committee meeting, the priority is regarding sovereign immunity. In addition, he invited everyone to an event on October 15th, in the Downtown area, “Live After 5” for people to come listen to music, play games, and eat. Council member C. Brown reminded everyone to register to vote tomorrow for the next election. Council member Joe Blocker said he wants the city to come together adding we have made strides, but he wants 100% unity. Mayor JB Whitten said the Overdose Summit would be delayed until January 18th because the speaker was impacted by the hurricane and needed to reschedule. He added there is a trailer in the City Hall parking lot which is a center for collection for items to bring supplies to south Florida. We had to extend it to Wednesday, as it was well received. Other announcements he mentioned were “Coffee with a Cop” tomorrow at Casbah, the grand opening of the Golf Course this Friday, and FAMU Pharmacy is holding a Health Fair this Saturday. He also invited all to attend the “Trunk or Treat” this Saturday at Spanish Trail adding All In Credit Union is sponsoring the Hocus Pocus movie for the evening. Mayor JB Whitten also announced the events the city is holding for City Government Week which starts on Monday, October 17th. 14.Comments from the Audience Kerry May came forward to request information on the Airport Road annexation. 15.Adjournment Mayor JB Whitten adjourned the meeting at 7:24 p.m. Minutes approved this __ day of __, 2022. ______________________ JB Whitten Mayor __________________________ Maryanne Schrader City Clerk Page 95 of 159 P a g e | 13 Proper notice having been duly given Page 96 of 159 CITY OF CRESTVIEW Item # 6.3. Staff Report CITY COUNCIL MEETING DATE: October 24, 2022 TYPE OF AGENDA ITEM: Action Item TO: Mayor and City Council CC: City Manager, City Clerk, Staff and Attorney FROM: Chuck Powell, Director DATE: 10/20/2022 SUBJECT: Concessionaire Agreement with Compass Rose Disc Golf Course BACKGROUND: After the completion of the Disc Golf course located in Countryview Park on Northview Drive. A group of volunteers led by Mr. Josh Moen began to do volunteer services to maintain the course and make additional improvements. Mr. Moen has since formed a non-profit organization called, “Compass Rose Disc Golf Course”. DISCUSSION: The proposed agreement will allow the vendor to provide and operate a Disc Golf Group in the Park in the location where the course is located.In return, the group will provide in kind service to perform various maintenance and improvements at not less than 20 hrs each month. Improvements will be done at vendors' expense and at no cost to the City of Crestview. The in-kind services provided by the group will be under the supervision of the Facility Maintenance Division and will allow the division to focus on other areas in need. GOALS & OBJECTIVES This item is consistent with the goals in A New View Strategic Plan 2020 as follows; Foundational- these are the areas of focus that make up the necessary foundation of a successful local government. Financial Sustainability- Achieve long term financial sustainability Organizational Capacity, Effectiveness & Efficiency- To efficiently & effectively provide the highest quality of public services Infrastructure- Satisfy current and future infrastructure needs Communication- To engage, inform and educate public and staff Quality of Life- these areas focus on the overall experience when provided by the city. Community Character- Promote desirable growth with a hometown atmosphere Safety- Ensure the continuous safety of citizens and visitors Mobility- Provide safe, efficient and accessible means for mobility Opportunity- Promote an environment that encourages economic and educational opportunity Play- Expand recreational and entertainment activities within the City Page 97 of 159 Community Culture- Develop a specific identity for Crestview FINANCIAL IMPACT No financial impact. RECOMMENDED ACTION Staff respectfully requests a motion to approve the concessionaire agreement with Compass Rose Disc Golf Course. Attachments 1. Compass Rose Disc Golf course use agreement rev oct17 Page 98 of 159 CONCESSIONAIRE AGREEMENT FOR PORTION OF NORTHVIEW PARK KNOWN AS "THE VIEW” DISC GOLF COURSE" This Agreement is made and entered into as of October 24, 2022, by and between the City of Crestview (“City”) and Compass Rose Disc Golf Course (“Vendor”). WHEREAS, the City owns and operates several parks, including Northview Park located at 1090 Northview Park Drive, Crestview, Florida 32536 (the “Park”); WHEREAS, Vendor desires to provide disc golf tournaments, maintenance services on a portion of the Park (the “Course”), together with ancillary sales of goods, services and supplies to facilitate use of the Course; and WHEREAS, the City is willing to permit Vendor to conduct business at the Course on the terms and conditions set forth herein. NOW, THEREFORE, in consideration of the mutual covenants and conditions contained herein and other good and valuable consideration, the adequacy of which each party acknowledges, the parties agree as follows: 1. The City agrees to permit Vendor to provide and operate a Disc Golf Group at the Park in the location where the existing Course is located, and to permit Vendor to make ancillary sales of goods, services and supplies during events held at the Course to facilitate and encourage public participation and use of the Course. Such goods, services and supplies include Vendor’s provision or sale of, or invitation of separate vendors to provide or sell, food, drink, candy and the like, as well as vendors associated with sales and disc golf related equipment. Vendor shall assume the risk of loss regarding any personal property, trade fixtures or equipment installed or utilized by Vendor at the Park and shall hold the City harmless for any damage or maintenance regarding the same, except as otherwise provided herein. Vendor shall comply with all applicable laws, regulations, and ordinances in the operation of the Course at the Park. The ability to provide food and drink concessions under this Agreement is not exclusive and other vendors may be permitted to operate within the Park at the City’s sole discretion. 2. Vendor’s services shall be conducted professionally. Vendor shall keep the premises in and around the Course in a clean and orderly condition at all times and in compliance with applicable laws, ordinances, rules and regulations, including any required City permits. Garbage and trash shall be placed in appropriate receptacles. Vendor agrees to provide such employees or volunteers as Vendor deems Page 99 of 159 necessary to provide services in accordance with the terms and conditions of this Agreement. Vendor shall be entirely responsible for the acts and activities of all persons providing services under, pursuant to, or in connection with this Agreement. Vendor shall take appropriate measures required to comply with all health and safety 3. The term of this Agreement is from October 1, 2022, through September 30, 2023. On mutual agreement of the parties, this Agreement may be renewed for two successive one-year terms after expiration of the original term. 4. In consideration for the right to provide concession services at the Course, Vendor agrees to pay to perform various maintenance and improvement work at not-less-than 20hrs each month. Vendor shall report the time spent performing these tasks to the Parks & Recreation Director on or before the (5th) day of each month. Any improvements shall be approved in writing by the Director prior to any work being completed. Any expenses to provide such improvements shall be at the Vendors responsibility and will not be reimbursed by City unless the request is approved in writing prior to any said purchase. Vendor shall be responsible for paying all sales tax and complying with federal tax reporting requirements and shall hold the City harmless for any liability regarding the same. 5. Vendor agrees to conduct its business and operate the same in compliance with all health regulations, safety standards and other applicable laws, ordinances and regulations, and to obtain all necessary City, State, and Federal licenses, permits and tax numbers, as required to conduct its operations. Vendor further agrees to pay any and all income taxes, sales taxes, or other taxes which may be due or become due in connection with Vendor’s business. The City has the right to enter the property at any time for inspection. The City maintains the right to reserve the property at any time for maintenance but agrees to use its best efforts to avoid interruption of Vendor’s scheduled events. Vendor shall coordinate scheduling of events with the City's Events Coordinator. 7. Upon termination, any improvements made to the Park by Vendor during the term of this Agreement shall remain in place and be the property of the City. Vendor shall return the Park to the City in a neat and orderly condition upon termination. 8. No alcoholic beverages, drugs or illegal activities shall be permitted on the premises at any time. Vendor shall not discriminate against any individual or group on the basis of race, color, religion, sex, national origin, age, disability, marital status, or political affiliation. 9. Vendor assumes all risk of loss or damage to its equipment howsoever caused and does release the Landlord from all claims and demands with respect thereto including to or loss of equipment arising from the act, default or omission of the Landlord, its agents, servants, employees, subcontractors, Page 100 of 159 customers, invitees or licensees or resulting from any cause whatsoever (save and except damage or loss resulting solely from the Landlord’s willful or reckless disregard or gross negligence). 10. Vendor is an independent contractor and shall not be considered an employee, officer or agent of the City. Vendor shall retain the right to exercise full control and supervision of all employees and volunteers assisting Vendor in the performance of services hereunder. Vendor shall be solely responsible for all matters relating to the payment of its employees including workers compensation, social security and income tax withholding, and all other regulations governing such matters. 11. Vendor shall not sub-contract or otherwise assign, delegate or transfer the rights, duties and services to be performed under this Agreement, or any part hereof, without the prior written consent of the City. 12. Vendor agrees to obtain and maintain, at Vendor’s sole cost and expense, comprehensive general liability insurance coverage to insure against all claims which arise from the operation or performance of Vendor’s activities pursuant to this Agreement with single limit coverage applying to bodily and personal injury liability and property damage of not less than $1,000,000 per occurrence. This policy shall contain an endorsement listing the City, its officers, employees, agents and representatives as additional insured. Proof of such insurance, with the City listed as an additional insured, shall be submitted to the City upon execution of this Agreement. 13. Vendor agrees to indemnify, hold harmless and defend the City, its officers, agents, and employees from and against any and all loss, liability, expense, claims, costs, suits and damages, including attorneys’ fees, however caused, arising out of or resulting from the operations, acts or omissions of the Vendor, its employees, volunteers, officers and agents, in performance of Vendor’s services and obligations under this Agreement. 14. In the event Vendor defaults under any of the terms or conditions hereof, the City shall send written notice to Vendor of such default, who shall then have ten (10) days to cure the default. In the event Vendor fails to cure its default within the time provided, the City may declare this Agreement terminated. 15. Any notice or demand required or permitted to be given under the terms of this Agreement shall be deemed to have been properly given when the same is in writing and has been delivered personally or deposited in the United States mail, postage pre-paid, return receipt requested, and addressed as follows: Page 101 of 159 16. Every provision of this Agreement is intended to be several. If any term or provision is deemed invalid or illegal for any reason whatsoever, such illegality or invalidity shall not affect the validity of the remainder of this Agreement. 17. This Agreement contains the entire and integrated agreement of the parties as of its date, and any prior or contemporaneous promises, representations, warranties, inducements, or understandings between the parties pertaining to the subject matter hereof which are not contained herein shall be of no force or effect. 18. Any amendment or alteration of this Agreement shall be made in writing and signed by the parties. 19. The parties agree that time is of the essence in the performance of all duties herein. 20. Nothing in the agreement shall give the Vendor exclusive rights to this property. The park shall remain open to the public for its current use. The Vendor shall coordinate with the Parks and Recreation department for any events to ensure that other parties are allowed access to the property. 21. This Agreement shall be binding upon and shall inure to the benefit of the parties respective representatives, agents and successors. IN WITNESS WHEREOF, the parties hereby cause this Agreement to be executed as of the day and year first above written. CITY OF CRESTVIEW J.B. Whitten, Mayor ATTEST: Maryanne Schrader, City Clerk VENDOR: Page 102 of 159 CITY OF CRESTVIEW Item # 8.1. Staff Report CITY COUNCIL MEETING DATE: October 24, 2022 TYPE OF AGENDA ITEM: Second reading TO: Mayor and City Council CC: City Manager, City Clerk, Staff and Attorney FROM: Barry Henderson, Development Services Director, Nicholas Schwendt, Gis DATE: 10/19/2022 SUBJECT: Ordinance 1897 - Airport Road Annexation BACKGROUND: On September 2, 2022, staff received an application to annex and to amend the comprehensive plan and zoning designations for property located at 2909 Airport Road. The subject property is currently located within unincorporated Okaloosa County with a future land use and zoning designation of Low Density Residential and Residential-1, respectively. DISCUSSION: The property description is as follows: Property Owner: The Grand Reserve Columbus LLC PO Box 3290 Phenix City, AL 36868 Parcel ID: 33-4N-23-0000-0038-0000 33-4N-23-0000-0038-0010 Site Size: 13.16 acres Current FLU: Okaloosa County Low Density Residential Current Zoning: Okaloosa County Residential-1 Current Land Use: Residential & Vacant The following table provides the surrounding land use designations, zoning districts, and existing uses. Direction FLU Zoning Existing Use North Okaloosa County Low Density Residential Okaloosa County Residential-1 Residential & Vacant East Okaloosa County Low Density Residential Okaloosa County Residential-1 Residential & Vacant South Okaloosa County Low Density Residential & Mixed Use (MU) Okaloosa County Residential-1 & Mixed Use (MU) Residential & Vacant West Okaloosa County Low Density Residential Okaloosa County Residential-1 Residential Page 103 of 159 The subject property is currently developed for residential use and a development application has not been submitted. Based on the requested land-use and zoning designations, the property use could continue as a residence or be developed for low-intensity commercial use. Staff has reviewed the application based on the criteria detailed in Florida statute 171.043 for annexations and finds the following: - The property is contiguous to the city limits; - The property is comprised of two (2) lots in unincorporated Okaloosa County, and is therefore considered compact; - The annexation of the property would not create an enclave - The subject property is not included in the boundary of another municipality; and, - The subject property meets the definition of urban purposes. Courtesy notices were mailed to property owners within 300 feet of the subject property on September 9, 2022. A letter was sent via certified mail to the Okaloosa Board of County Commissioners on September 20, 2022. The property was posted on September 20, 2022. An advertisement ran in the Crestview News Bulletin on September 22 and 29, 2022. GOALS & OBJECTIVES This item is consistent with the goals in A New View Strategic Plan 2020 as follows. Foundational – these are the four areas of focus that make up the necessary foundation of a successful local government. Financial Sustainability – Achieve long term financial sustainability. Organizational Capacity, Effectiveness & Efficiency – To efficiently & effectively provide the highest quality of public services. Quality of Life – these six areas focus on the overall experience when provided by the city. Community Character – Promote desirable growth with a hometown atmosphere. Opportunity – Promote an environment that encourages economic and educational opportunity. Community Culture – Develop a specific identity for Crestview. FINANCIAL IMPACT The fees for annexation have been waived for this application as it was received during the moratorium on annexation fees. The cost of advertising was $544.50. The successful annexation of this property will have positive future impacts, including ad valorem revenue based on future taxable assessed value, development and building permit fees, and utility usage fees. RECOMMENDED ACTION Staff respectfully requests that the council move Ordinance 1897 to second reading for adoption. Attachments 1. Exhibit Packet Page 104 of 159 ORDINANCE: 1897 AN ORDINANCE ANNEXING TO THE CITY OF CRESTVIEW, FLORIDA, ± 13.16 ACRES OF CONTIGUOUS LANDS LOCATED IN SECTION 33, TOWNSHIP 4 NORTH, RANGE 23 WEST, AND BEING DESCRIBED AS SET FORTH HEREIN; PROVIDING FOR AUTHORITY; PROVIDING FOR LAND DESCRIPTION; PROVIDING FOR BOUNDARY; PROVIDING FOR LAND USE AND ZONING DESIGNATION; PROVIDING FOR AMENDMENT TO THE BASE, LAND USE AND ZONING MAPS; PROVIDING FOR A COMPREHENSIVE PLAN AMENDMENT; PROVIDING FOR FILING WITH THE CLERK OF CIRCUIT COURT OF OKALOOSA COUNTY, THE CHIEF ADMINISTRATIVE OFFICER OF OKALOOSA COUNTY AND THE FLORIDA DEPARTMENT OF STATE; PROVIDING FOR SEVERABILITY; PROVIDING FOR SCRIVENER’S ERRORS; PROVIDING FOR LIBERAL INTERPRETATION; PROVIDING FOR REPEAL OF CONFLICTING CODES AND ORDINANCES; AND PROVIDING FOR AN EFFECTIVE DATE. BE IT ORDAINED BY THE CITY COUNCIL OF CRESTVIEW, FLORIDA AS FOLLOWS: SECTION 1 – AUTHORITY. The authority for enactment of this ordinance is Chapter 171, Florida Statutes, and Section 2 of the City Charter. SECTION 2 – LAND DESCRIPTION. The following described unincorporated area contiguous to the City of Crestview, Florida, is hereby annexed to the City: PIN # 33-4N-23-0000-0038-0000 (Deed recorded in Book 3610, page 3700, dated March 9, 2022) A PARCEL OF LAND SITUATED IN THE SW 1/4 OF THE SE 1/4 OF SECTION 33, TOWNSHIP 4 NORTH, RANGE 23 WEST, OKALOOSA COUNTY, FLORIDA AND BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS. COMMENCING AT A PK NAIL MARKING THE SW CORNER OF THE SE 1/4 OF SAID SECTION 33; THENCE S87°52'56"E A DISTANCE OF 15.44 FEET TO A POINT; THENCE N02°10'49"E A DISTANCE OF 33.00 FEET TO A 1/2" REBAR #4418 AND THE NORTH RIGHT OF WAY OF AIRPORT ROAD; THENCE ALONG SAID NORTH RIGHT OF WAY S87°52'56"E A DISTANCE OF 300.26 FEET TO A 1/2" REBAR #4418 AND THE POINT OF BEGINNING; THENCE DEPARTING SAID NORTH RIGHT OF WAY N02°06'2l"E A DISTANCE OF 374.30 FEET TO A 5/8" REBAR #7237; THENCE N02°14'15"E A DISTANCE OF 84.40 FEET TO A 1/2" REBAR #4418; THENCE S88°51'04"E A DISTANCE OF 299.34 FEET TO A 1/2" PIPE; THENCE S88°01'01"E A DISTANCE OF 200.15 FEET TO A 1/2" REBAR; THENCE S88°14'44"E A DISTANCE OF 495.56 FEET TO A 1/2" REBAR IN CONCRETE AT THE BASE OF A FENCE; THENCE S02°05'46"W A DISTANCE OF 444.76 FEET TO A 5/8" REBAR AND THE NORTH RIGHT OF WAY OF AIRPORT ROAD; THENCE ALONG SAID NORTH RIGHT OF WAY N88°15'04"W A DISTANCE OF 646.91 FEET TO A 4" CONCRETE MONUMENT; THENCE CONTINUE ALONG SAID NORTH RIGHT OF WAY S01°44'56"W A DISTANCE OF 16.20 FEET TO A 1/2" REBAR #8113; THENCE CONTINUE ALONG SAID NORTH RIGHT OF WAY N88°15'04"W A DISTANCE OF 348.48 FEET TO THE POINT OF BEGINNING. SAID PARCEL CONTAINS 10.289 ACRES, MORE OR LESS. Page 105 of 159 INCLUDING THE SUBSURFACE ESTATE AND ALL THE OIL, GAS, AND MINERALS ON, IN, AND UNDER AND THAT MAY BE PRODUCED FROM THE ABOVE DESCRIBED LAND. PIN # 33-4N-23-0000-0038-0010 (Deed recorded in Book 3610, page 3702, dated March 9, 2022) COMMENCING AT THE SOUTHWEST CORNER OF THE SOUTHEAST 1/4 OF SECTION 33, TOWNSHIP 4 NORTH, RANGE 23 WEST, OKALOOSA COUNTY, FLORIDA, RUN EAST ALONG THE SOUTH SECTION LINE, 15.44 FEET; THENCE NORTH 00 DEGREES 04'46" EAST, 33.00 FEET TO THE POINT OF BEGINNING; THENCE CONTINUE NORTH 00 DEGREES 04'46" EAST, ALONG THE EAST RIGHT OF LINE OF HOUSTON LANE, 374.19 FEET; THENCE NORTH 90 DEGREES 00'00" E, 300.00 FEET; THENCE SOUTH 00 DEGREES 04'46" WEST, 374.19 FEET TO THE NORTH RIGHT OF WAY LINE OF AIRPORT ROAD; THENCE WEST ALONG SAID RIGHT OF WAY LINE, 300.00 FEET TO THE POINT OF BEGINNING. SECTION 3 – BOUNDARY. The existing boundary line of the City of Crestview, Florida, is modified to include the herein referenced tract of land and the base, zoning and land use maps shall be updated to reflect these changes pursuant to law. SECTION 4 – LAND USE AND ZONING. Pursuant to general law, the property hereby annexed was subject to Okaloosa County land development, land use plan, and zoning or subdivision regulations, which shall remain in full force and effect until rezoning and land use changes are finalized by the City in compliance with the Comprehensive Plan. SECTION 5 – COMPREHENSIVE PLAN UPDATE. Pursuant to Chapter 163.011, et seq. petitioner for annexation shall apply through the City for a Comprehensive Plan change which will designate the future land use category for the parcel, with a zoning designation to be assigned and run concurrent with the approval and adoption of the Comprehensive Plan amendment by the proper authorities. SECTION 6 – MAP UPDATE. The Base, Zoning and Future Land Use Maps shall be updated at the earliest possible date. SECTION 7 – FILING. Upon passage, the City Clerk is directed to file a copy of this ordinance with the Clerk of Circuit Court of Okaloosa County and with the Florida Department of the State. SECTION 8 – SEVERABILITY. If any word, phrase, sentence, paragraph or provision of this ordinance or the application thereof to any person or circumstance is held invalid or unconstitutional, such finding shall not affect the other provisions or applications of this ordinance which can be given effect without the invalid or unconstitutional provision or application, and to this end the provisions of this ordinance are declared severable. SECTION 9 – SCRIVENER’S ERRORS. The correction of typographical errors which do not affect the intent of this Ordinance may be authorized by the City Manager or the City Manager’s designee, without public hearing, by filing a corrected or re-codified copy with the City Clerk. SECTION 10 – ORDINANCE TO BE LIBERALLY CONSTRUED. This Ordinance shall be liberally construed in order to effectively carry out the purposes hereof which are deemed not to adversely affect public health, safety, or welfare. SECTION 11 – REPEAL OF CONFLICTING CODES, ORDINANCES, AND RESOLUTIONS. All Charter provisions, codes, ordinances and resolutions or parts of charter provisions, codes, ordinances and resolutions or portions thereof of the City of Crestview, in conflict with the provisions of this Ordinance are hereby repealed to the extent of such conflict. SECTION 12 – EFFECTIVE DATE. This ordinance shall take effect immediately upon its adoption. Page 106 of 159 Passed and adopted on second reading by the City Council of Crestview, Florida on the 14th day of November, 2022. ATTEST: _____________________________________ Maryanne Schrader City Clerk Approved by me this 14th day of November, 2022. ______________________________________ J. B. Whitten Mayor Page 107 of 159 HWY 85 N AIRPORT RD N FERDON BLVD OLD BETHEL RD HWY 85 N N FERDON BLVD Vicinity Map ¯ PREPARED BY CITY OF CRESTVIEW COMMUNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURVEY FEET Not to Scale Subject Parcel(s) Page 108 of 159 AIRPORT RD HOUSTON LN BARTON RD FARMER ST EAST BROOK DR HUNTER DR MURRAY LN NORTH BROOK DR BORDER CREEK RD FLORA LEE LN PEAR ORCHARD BLVD WINCHESTER WAY GROVE ST MILL BROOK LN WARREN BRIDGE RD M O S L E Y L N N Existing Use¯ PREPARED BY CITY OF CRESTVIEW COMMUNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURVEY FEET 0 400200 Feet Legend Subject Parcel City Limits Existing Use Holding PondMunicipalNo AG AcreRes CommonRights-of-wayRivers andSingle FamilyVacantVacant/Residential Page 109 of 159 AIRPORT RD HOUSTON LN BARTON RD FARMER ST EAST BROOK DR HUNTER DR MURRAY LN NORTH BROOK DR BORDER CREEK RD FLORA LEE LN PEAR ORCHARD BLVD WINCHESTER WAY GROVE ST MILL BROOK LN WARREN BRIDGE RD M O S L E Y L N N CurrentFuture Land Use¯ PREPARED BY CITY OF CRESTVIEW COMMUNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURVEY FEET 0 400200 Feet Legend Subject Parcel City Limits City Future Land Use Commercial (C) Industrial (IN) Mixed Use (MU) Conservation (CON) Public Lands (PL) Residential (R) County Future Land Use Low Density Residential (LDR) Mixed Use (MU) Page 110 of 159 AIRPORT RD HOUSTON LN BARTON RD FARMER ST EAST BROOK DR HUNTER DR MURRAY LN NORTH BROOK DR BORDER CREEK RD FLORA LEE LN PEAR ORCHARD BLVD WINCHESTER WAY GROVE ST MILL BROOK LN WARREN BRIDGE RD M O S L E Y L N N CurrentZoning¯ PREPARED BY CITY OF CRESTVIEW COMMUNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURVEY FEET 0 400200 Feet Legend Subject Parcel City Limits City Zoning Single Family Estate Dwelling District (R-1E) Single Family Low Density District (R-1) Single Family Medium Density District (R-2)Single and Multi-Family Dwelling District(R-3)Mixed Use Commercial (C-1) Commercial (C-2) Industrial Public Lands (P) Conservation County Zoning Residential - 1 (R-1) Mixed Use Page 111 of 159 AIRPORT RD HOUSTON LN BARTON RD FARMER ST EAST BROOK DR HUNTER DR MURRAY LN NORTH BROOK DR BORDER CREEK RD FLORA LEE LN PEAR ORCHARD BLVD WINCHESTER WAY GROVE ST MILL BROOK LN WARREN BRIDGE RD M O S L E Y L N N ProposedFuture Land Use ¯ PREPARED BY CITY OF CRESTVIEW COMMUNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURVEY FEET 0 400200 Feet Legend Subject Parcel City Limits City Future Land Use Commercial (C)Industrial (IN)Mixed Use (MU)Conservation (CON)Public Lands (PL)Residential (R) County Future Land Use Low Density Residential (LDR)Mixed Use (MU) Page 112 of 159 AIRPORT RD HOUSTON LN BARTON RD FARMER ST EAST BROOK DR HUNTER DR MURRAY LN NORTH BROOK DR BORDER CREEK RD FLORA LEE LN PEAR ORCHARD BLVD WINCHESTER WAY GROVE ST MILL BROOK LN WARREN BRIDGE RD M O S L E Y L N N ProposedZoning¯ PREPARED BY CITY OF CRESTVIEW COMMUNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURVEY FEET 0 400200 Feet Legend Subject Parcel City Limits City ZoningSingle Family Estate Dwelling District(R-1E)Single Family Low Density District(R-1)Single Family Medium DensityDistrict (R-2)Single and Multi-Family DwellingDistrict (R-3)Mixed Use (MU)Commercial (C-1)Commercial (C-2)Industrial (IN)Public Lands (P)Conservation (E) County ZoningResidential - 1 (R-1)Mixed Use (MU) Page 113 of 159 CITY OF CRESTVIEW Item # 8.2. Staff Report CITY COUNCIL MEETING DATE: October 24, 2022 TYPE OF AGENDA ITEM: 1st reading after PDB TO: Mayor and City Council CC: City Manager, City Clerk, Staff and Attorney FROM: Barry Henderson, Development Services Director, Nicholas Schwendt, Gis DATE: 10/20/2022 SUBJECT: Ordinance 1903 Friendship Lane Annexation BACKGROUND: On August 24, 2022, staff received an application to annex and to amend the comprehensive plan and zoning designations for property located at 5851 Friendship Lane. The subject property is currently located within unincorporated Okaloosa County with a future land use and zoning designation of Low Density Residential and Residential-1, respectively. DISCUSSION: The property description is as follows: Property Owner: Wilson Bobby J & Katherine 5851 Friendship Lane Crestview, FL 325369322 Parcel ID: 33-4N-23-0000-0059-0000 Site Size: 2.19 acres Current FLU: Okaloosa County Low Density Residential Current Zoning: Okaloosa County Residential-1 Current Land Use: Residential The following table provides the surrounding land use designations, zoning districts, and existing uses. Direction FLU Zoning Existing Use North Okaloosa County Mixed Use Okaloosa County Mixed Use Residential East Okaloosa County Mixed Use Okaloosa County Mixed Use Residential South Okaloosa County Low Density Residential Okaloosa County Residential-1 Residential West Mixed Use (MU) Mixed Use (MU) Being developed for multi- family residential The subject property is currently developed for residential use and a development application has not been submitted. Based on the requested land-use and zoning designations, the property can be developed for commercial use. Page 114 of 159 Staff has reviewed the application based on the criteria detailed in Florida statute 171.043 for annexations and finds the following: - The property is contiguous to the city limits; - The property is comprised of one (1) lot in unincorporated Okaloosa County, and is therefore considered compact; - The annexation of the property would not create an enclave - The subject property is not included in the boundary of another municipality; and, - The subject property meets the definition of urban purposes. Courtesy notices were mailed to property owners within 300 feet of the subject property on September 9, 2022. A letter was sent via certified mail to the Okaloosa Board of County Commissioners on September 20, 2022. The property was posted on September 20, 2022. An advertisement ran in the Crestview News Bulletin on October 13 and 20, 2022. GOALS & OBJECTIVES This item is consistent with the goals in A New View Strategic Plan 2020 as follows. Foundational – these are the four areas of focus that make up the necessary foundation of a successful local government. Financial Sustainability – Achieve long term financial sustainability. Organizational Capacity, Effectiveness & Efficiency – To efficiently & effectively provide the highest quality of public services. Quality of Life – these six areas focus on the overall experience when provided by the city. Community Character – Promote desirable growth with a hometown atmosphere. Opportunity – Promote an environment that encourages economic and educational opportunity. Community Culture – Develop a specific identity for Crestview. FINANCIAL IMPACT The fees for annexation have been waived for this application as it was received during the moratorium on annexation fees. The cost of advertising was $544.50. The successful annexation of this property will have positive future impacts, including ad valorem revenue based on future taxable assessed value, development and building permit fees, and utility usage fees. RECOMMENDED ACTION Staff respectfully requests that the council move Ordinance 1903 to second reading for adoption. Attachments 1. Exhibit Packet Page 115 of 159 ORDINANCE: 1903 AN ORDINANCE ANNEXING TO THE CITY OF CRESTVIEW, FLORIDA, ± 2.19 ACRES OF CONTIGUOUS LANDS LOCATED IN SECTION 33, TOWNSHIP 4 NORTH, RANGE 23 WEST, AND BEING DESCRIBED AS SET FORTH HEREIN; PROVIDING FOR AUTHORITY; PROVIDING FOR LAND DESCRIPTION; PROVIDING FOR BOUNDARY; PROVIDING FOR LAND USE AND ZONING DESIGNATION; PROVIDING FOR AMENDMENT TO THE BASE, LAND USE AND ZONING MAPS; PROVIDING FOR A COMPREHENSIVE PLAN AMENDMENT; PROVIDING FOR FILING WITH THE CLERK OF CIRCUIT COURT OF OKALOOSA COUNTY, THE CHIEF ADMINISTRATIVE OFFICER OF OKALOOSA COUNTY AND THE FLORIDA DEPARTMENT OF STATE; PROVIDING FOR SEVERABILITY; PROVIDING FOR SCRIVENER’S ERRORS; PROVIDING FOR LIBERAL INTERPRETATION; PROVIDING FOR REPEAL OF CONFLICTING CODES AND ORDINANCES; AND PROVIDING FOR AN EFFECTIVE DATE. BE IT ORDAINED BY THE CITY COUNCIL OF CRESTVIEW, FLORIDA AS FOLLOWS: SECTION 1 – AUTHORITY. The authority for enactment of this ordinance is Chapter 171, Florida Statutes, and Section 2 of the City Charter. SECTION 2 – LAND DESCRIPTION. The following described unincorporated area contiguous to the City of Crestview, Florida, is hereby annexed to the City: PIN # 33-4N-23-0000-0059-0000 (Deed recorded in Book 1107, page 1811, dated January 15, 1981) Commencing at the Northwest corner of Southwest Quarter of Southwest Quarter of Section 33, Township 4 North, Range 23 West, and run South along Section line 320.0 feet to a concrete monument, thence East 205.0 feet to a concrete monument, thence North 0.52 feet to P.C. of a curve (with a radius of 85.0 feet) thence Northeasterly along the chord of said curve to the right a distance of 131.52 feet to P.T. of a curve, thence East 41.70 feet to a concrete monument, thence North 223.16 feet to a concrete monument, thence Northwesterly 328.15 feet to Point of Beginning, all lying in the Southwest Quarter of Southwest Quarter of Section 33, Township 4 North, Range 23 West, Okaloosa County, Florida, containing 2 .19 acres. Subject to Restrictions and Easements of record. SECTION 3 – BOUNDARY. The existing boundary line of the City of Crestview, Florida, is modified to include the herein referenced tract of land and the base, zoning and land use maps shall be updated to reflect these changes pursuant to law. SECTION 4 – LAND USE AND ZONING. Pursuant to general law, the property hereby annexed was subject to Okaloosa County land development, land use plan, and zoning or subdivision regulations, which shall remain in full force and effect until rezoning and land use changes are finalized by the City in compliance with the Comprehensive Plan. SECTION 5 – COMPREHENSIVE PLAN UPDATE. Pursuant to Chapter 163.011, et seq. petitioner for annexation shall apply through the City for a Comprehensive Plan change which will designate the future land Page 116 of 159 use category for the parcel, with a zoning designation to be assigned and run concurrent with the approval and adoption of the Comprehensive Plan amendment by the proper authorities. SECTION 6 – MAP UPDATE. The Base, Zoning and Future Land Use Maps shall be updated at the earliest possible date. SECTION 7 – FILING. Upon passage, the City Clerk is directed to file a copy of this ordinance with the Clerk of Circuit Court of Okaloosa County and with the Florida Department of the State. SECTION 8 – SEVERABILITY. If any word, phrase, sentence, paragraph or provision of this ordinance or the application thereof to any person or circumstance is held invalid or unconstitutional, such finding shall not affect the other provisions or applications of this ordinance which can be given effect without the invalid or unconstitutional provision or application, and to this end the provisions of this ordinance are declared severable. SECTION 9 – SCRIVENER’S ERRORS. The correction of typographical errors which do not affect the intent of this Ordinance may be authorized by the City Manager or the City Manager’s designee, without public hearing, by filing a corrected or re-codified copy with the City Clerk. SECTION 10 – ORDINANCE TO BE LIBERALLY CONSTRUED. This Ordinance shall be liberally construed in order to effectively carry out the purposes hereof which are deemed not to adversely affect public health, safety, or welfare. SECTION 11 – REPEAL OF CONFLICTING CODES, ORDINANCES, AND RESOLUTIONS. All Charter provisions, codes, ordinances and resolutions or parts of charter provisions, codes, ordinances and resolutions or portions thereof of the City of Crestview, in conflict with the provisions of this Ordinance are hereby repealed to the extent of such conflict. SECTION 12 – EFFECTIVE DATE. This ordinance shall take effect immediately upon its adoption. Passed and adopted on second reading by the City Council of Crestview, Florida on the 14th day of November, 2022. ATTEST: _____________________________________ Maryanne Schrader City Clerk Approved by me this 14th day of November, 2022. ______________________________________ J. B. Whitten Mayor Page 117 of 159 Page 118 of 159 H W Y 8 5 N AIRPORT RDOLD BETHEL RD N FERDON BLVD HWY 85 N N FERDON BLVD Vicinity Map ¯ PREPARED BY CITY OF CRESTVIEW COMMUNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURVEY FEET Not to Scale Subject Parcel(s) Page 119 of 159 HWY 85 N OLD BETHEL RD FRIENDSHIP LN DOGWOOD ACRES HWY 85 N Existing Use¯ PREPARED BY CITY OF CRESTVIEW COMMUNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURVEY FEET 0 300150 Feet Legend Subject Parcel City Limits Existing Use ChurchesCommunityCountyImproved AOffice BuildingOrnamentalPastureLandPublic SchoolSingle FamilyVacantVacant CommercialVacant/ResidentialWarehouse Page 120 of 159 HWY 85 N OLD BETHEL RD FRIENDSHIP LN DOGWOOD ACRES HWY 85 N CurrentFuture Land Use¯ PREPARED BY CITY OF CRESTVIEW COMMUNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURVEY FEET 0 300150 Feet Legend Subject Parcel City Limits City Future Land Use Commercial (C)Industrial (IN)Mixed Use (MU)Conservation (CON)Public Lands (PL)Residential (R) County Future Land Use Commercial (C)Low Density Residential (LDR)Mixed Use (MU) Page 121 of 159 HWY 85 N OLD BETHEL RD FRIENDSHIP LN DOGWOOD ACRES HWY 85 N CurrentZoning¯ PREPARED BY CITY OF CRESTVIEW COMMUNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURVEY FEET 0 300150 Feet Legend Subject Parcel City Limits City Zoning Single Family Estate Dwelling District (R-1E) Single Family Low Density District (R-1) Single Family Medium Density District (R-2) Single and Multi-Family Dwelling District(R-3) Mixed Use Commercial (C-1) Commercial (C-2) Industrial Public Lands (P) Conservation County Zoning Residential - 1 (R-1) Mixed Use General Commercial (C-3) Page 122 of 159 HWY 85 N OLD BETHEL RD FRIENDSHIP LN DOGWOOD ACRES HWY 85 N ProposedFuture Land Use ¯ PREPARED BY CITY OF CR ESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 S TATE PLANE , NORTH ZONEU.S. SURVEY FEET 0 300150 Feet Legend Subject City Limits City Future Land Use Commercial (C)Industrial (IN)Mixed Use (MU)Con servation (CON)Pu blic Lands (PL)Residential (R) County Future Land Use Commercial (C)Low Density Residen tial (LDR)Mixed Use (MU) Page 123 of 159 HWY 85 N OLD BETHEL RD FRIENDSHIP LN DOGWOOD ACRES HWY 85 N ProposedZoning¯ PREPARED BY CITY OF CR ESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 S TATE PLANE , NORTH ZONEU.S. SURVEY FEET 0 300150 Feet Subject Parcel City Limits City Single Family Estate Dwelling District (R-1E)Single Family Low Density District (R-Single Family Medium Density District (R-2)Single and Multi-Fam ily Dwelling District(R-3)Mixed Use (MU) Commercial (C-1)Commercial (C-2)Industrial (IN)Public Lands (P)Conservation (E) County Residential - 1 (R-1)Mixed Use (MU)General Commercial (C-3) Page 124 of 159 CITY OF CRESTVIEW Item # 8.3. Staff Report CITY COUNCIL MEETING DATE: October 24, 2022 TYPE OF AGENDA ITEM: 1st reading after PDB TO: Mayor and City Council CC: City Manager, City Clerk, Staff and Attorney FROM: Barry Henderson, Development Services Director, Nicholas Schwendt, Gis DATE: 10/20/2022 SUBJECT: Ordinance 1904 - Friendship Lane Comprehensive Plan Amendment BACKGROUND: On August 24, 2022, staff received an application to annex and to amend the comprehensive plan and zoning designations for property located at 5851 Friendship Lane. The subject property is currently located within unincorporated Okaloosa County with a future land use and zoning designation of Low Density Residential and Residential-1, respectively. The application requests the Commercial (C) future land use designation for the property. The Planning and Development Board recommended approval of the request on October, 2022, by a vote of 4 ayes and 1 nay. DISCUSSION: The property description is as follows: Property Owner: Wilson Bobby J & Katherine 5851 Friendship Lane Crestview, FL 325369322 Parcel ID: 33-4N-23-0000-0059-0000 Site Size: 2.19 acres Current FLU: Okaloosa County Low Density Residential Current Zoning: Okaloosa County Residential-1 Current Land Use: Residential The following table provides the surrounding land use designations, zoning districts, and existing uses. Direction FLU Zoning Existing Use North Okaloosa County Mixed Use Okaloosa County Mixed Use Residential East Okaloosa County Mixed Use Okaloosa County Mixed Use Residential South Okaloosa County Low Density Residential Okaloosa County Residential-1 Residential West Mixed Use (MU) Mixed Use (MU) Being developed for multi- family residential Page 125 of 159 The subject property is currently developed for residential use and a development application has not been submitted. Based on the requested land-use and zoning designations, the property can be developed for commercial use. Staff reviewed the request for a comprehensive plan amendment and finds the following: - The proposed future land use map designation is compatible with the surrounding area. - The proposed future land use map designation is consistent with the city’s comprehensive plan and land development code. - The process for adoption of the future land use map amendment follows all requirements of Florida statute sections 163.3184 (3) and (5). - The proposed amendment does not involve a text change to goals, policies, and objectives of the comprehensive plan. It only proposes a land use change to the future land use map for a site- specific small-scale development. - The subject property is not located within an area of critical state concern. Courtesy notices were mailed to property owners within 300 feet of the subject property on September 9, 2022. The property was posted on September 20, 2022. An advertisement ran in the Crestview News Bulletin on October 13 and 20, 2022. GOALS & OBJECTIVES This item is consistent with the goals in A New View Strategic Plan 2020 as follows. Foundational – these are the four areas of focus that make up the necessary foundation of a successful local government. Financial Sustainability – Achieve long term financial sustainability. Organizational Capacity, Effectiveness & Efficiency – To efficiently & effectively provide the highest quality of public services. Quality of Life – these six areas focus on the overall experience when provided by the city. Community Character – Promote desirable growth with a hometown atmosphere. Opportunity – Promote an environment that encourages economic and educational opportunity. Community Culture – Develop a specific identity for Crestview. FINANCIAL IMPACT The fees for the comprehensive plan amendment have been waived for this application as it was received during the moratorium on annexation fees. There is no additional cost of advertising as the comprehensive plan amendment request was included in the advertisement for annexation. RECOMMENDED ACTION Staff respectfully requests that the council move Ordinance 1904 to second reading for adoption. Attachments 1. Exhibit Packet Page 126 of 159 ORDINANCE: 1904 AN ORDINANCE OF THE CITY OF CRESTVIEW, FLORIDA, AMENDING ITS ADOPTED COMPREHENSIVE PLAN; PROVIDING FOR AUTHORITY; PROVIDING FOR FINDINGS OF FACT; PROVIDING FOR PURPOSE; PROVIDING FOR CHANGING THE FUTURE LAND USE DESIGNATION FROM OKALOOSA COUNTY LOW DENSITY RESIDENTIAL TO COMMERCIAL (C) ON APPROXIMATELY 2.19 ACRES, MORE OR LESS, IN SECTION 33, TOWNSHIP 4 NORTH, RANGE 23 WEST; PROVIDING FOR FUTURE LAND USE MAP AMENDMENT; PROVIDING FOR SEVERABILITY; PROVIDING FOR SCRIVENER’S ERRORS; PROVIDING FOR LIBERAL INTERPRETATION; PROVIDING FOR REPEAL OF CONFLICTING CODES AND ORDINANCES; AND PROVIDING FOR AN EFFECTIVE DATE. BE IT ORDAINED BY THE CITY COUNCIL OF CRESTVIEW, FLORIDA, AS FOLLOWS: SECTION 1 – AUTHORITY. The authority for enactment of this Ordinance is Section 2 of the City Charter, §163.3187 F.S., §166.021 F.S., §166.041 F.S. and the adopted Comprehensive Plan. SECTION 2 – FINDINGS OF FACT. The City Council of the City of Crestview finds the following: A. This amendment will promote compact, orderly development and discourage urban sprawl; and B. A public hearing has been conducted after "due public notice" by the Crestview Planning Board sitting as the Local Planning Agency with its recommendations reported to the City Council; and C. A public hearing has been conducted by the City Council after "due public notice"; and D. This amendment involves changing the future land use designation from Okaloosa County Low Density Residential to Commercial (C) on a parcel of land containing 2.19 acres, more or less, lying within the corporate limits of the City; and E. This amendment is consistent with the adopted Comprehensive Plan and is in the best interests of the City and its citizens. SECTION 3 – PURPOSE. The purpose of this Ordinance is to adopt an amendment to the "City of Crestview Comprehensive Plan: 2020." The amendment is described in Section 4 below. SECTION 4 – FUTURE LAND USE MAP AMENDMENT. The Future Land Use Map is amended by changing the future land use category of a parcel containing approximately 2.19 acres of land, more or less, from Okaloosa County Low Density Residential to Commercial (C). For the purposes of this Ordinance and Comprehensive Plan Amendment, the 2.19 acres, more or less, is known as Parcel 33-4N-23-0000-0059-0000 and commonly described as: Commencing at the Northwest corner of Southwest Quarter of Southwest Quarter of Section 33, Township 4 North, Range 23 West, and run South along Section line 320.0 feet to a concrete monument, thence East 205.0 feet to a concrete monument, thence North 0.52 feet to P.C. of a curve (with a radius of 85.0 feet) thence Northeasterly along the chord of said curve to the right a distance of 131.52 feet to P.T. of a curve, thence East 41.70 feet to a concrete monument, thence North 223.16 feet to a concrete monument, thence Northwesterly 328.15 feet to Point of Page 127 of 159 Beginning, all lying in the Southwest Quarter of Southwest Quarter of Section 33, Township 4 North, Range 23 West, Okaloosa County, Florida, containing 2 .19 acres. Subject to Restrictions and Easements of record. The Commercial (C) Future Land Use Category is hereby imposed on Parcel 33-4N-23-0000-0059-0000. Exhibit A, which is attached hereto and made a part hereof by reference, graphically depicts the revisions to the Future Land Use Map and shows Parcel 33-4N-23-0000-0059-0000 thereon. SECTION 5 – SEVERABILITY. If any word, phrase, sentence, paragraph or provision of this ordinance or the application thereof to any person or circumstance is held invalid or unconstitutional, such finding shall not affect the other provisions or applications of this ordinance which can be given effect without the invalid or unconstitutional provision or application, and to this end the provisions of this ordinance are declared severable. SECTION 6 – SCRIVENER’S ERRORS. The correction of typographical errors which do not affect the intent of this Ordinance may be authorized by the City Manager or the City Manager’s designee, without public hearing, by filing a corrected or re-codified copy with the City Clerk. SECTION 7 – ORDINANCE TO BE LIBERALLY CONSTRUED. This Ordinance shall be liberally construed in order to effectively carry out the purposes hereof which are deemed not to adversely affect public health, safety, or welfare. SECTION 8 – REPEAL OF CONFLICTING CODES, ORDINANCES, AND RESOLUTIONS. All Charter provisions, codes, ordinances and resolutions or parts of charter provisions, codes, ordinances and resolutions or portions thereof of the City of Crestview, in conflict with the provisions of this Ordinance are hereby repealed to the extent of such conflict. SECTION 9 – EFFECTIVE DATE. The effective date of this plan amendment and ordinance shall be thirty- one (31) days after adoption on second reading by the City Council, unless the amendment is challenged pursuant to §163.3187, F.S. If challenged, the effective date shall be the date a Final Order is issued by the State Land Planning Agency or the Administration Commission finding the amendment in compliance with §163.3184, F.S. Passed and adopted on second reading by the City Council of Crestview, Florida on the 14th day of November, 2022. ATTEST: _____________________________________ Maryanne Schrader City Clerk Approved by me this 14th day of November, 2022. ______________________________________ J. B. Whitten Mayor Page 128 of 159 Page 129 of 159 H W Y 8 5 N AIRPORT RDOLD BETHEL RD N FERDON BLVD HWY 85 N N FERDON BLVD Vicinity Map ¯ PREPARED BY CITY OF CRESTVIEW COMMUNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURVEY FEET Not to Scale Subject Parcel(s) Page 130 of 159 HWY 85 N OLD BETHEL RD FRIENDSHIP LN DOGWOOD ACRES HWY 85 N Existing Use¯ PREPARED BY CITY OF CRESTVIEW COMMUNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURVEY FEET 0 300150 Feet Legend Subject Parcel City Limits Existing Use ChurchesCommunityCountyImproved AOffice BuildingOrnamentalPastureLandPublic SchoolSingle FamilyVacantVacant CommercialVacant/ResidentialWarehouse Page 131 of 159 HWY 85 N OLD BETHEL RD FRIENDSHIP LN DOGWOOD ACRES HWY 85 N CurrentFuture Land Use¯ PREPARED BY CITY OF CRESTVIEW COMMUNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURVEY FEET 0 300150 Feet Legend Subject Parcel City Limits City Future Land Use Commercial (C)Industrial (IN)Mixed Use (MU)Conservation (CON)Public Lands (PL)Residential (R) County Future Land Use Commercial (C)Low Density Residential (LDR)Mixed Use (MU) Page 132 of 159 HWY 85 N OLD BETHEL RD FRIENDSHIP LN DOGWOOD ACRES HWY 85 N CurrentZoning¯ PREPARED BY CITY OF CRESTVIEW COMMUNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURVEY FEET 0 300150 Feet Legend Subject Parcel City Limits City Zoning Single Family Estate Dwelling District (R-1E) Single Family Low Density District (R-1) Single Family Medium Density District (R-2) Single and Multi-Family Dwelling District(R-3) Mixed Use Commercial (C-1) Commercial (C-2) Industrial Public Lands (P) Conservation County Zoning Residential - 1 (R-1) Mixed Use General Commercial (C-3) Page 133 of 159 HWY 85 N OLD BETHEL RD FRIENDSHIP LN DOGWOOD ACRES HWY 85 N ProposedFuture Land Use ¯ PREPARED BY CITY OF CR ESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 S TATE PLANE , NORTH ZONEU.S. SURVEY FEET 0 300150 Feet Legend Subject City Limits City Future Land Use Commercial (C)Industrial (IN)Mixed Use (MU)Con servation (CON)Pu blic Lands (PL)Residential (R) County Future Land Use Commercial (C)Low Density Residen tial (LDR)Mixed Use (MU) Page 134 of 159 HWY 85 N OLD BETHEL RD FRIENDSHIP LN DOGWOOD ACRES HWY 85 N ProposedZoning¯ PREPARED BY CITY OF CR ESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 S TATE PLANE , NORTH ZONEU.S. SURVEY FEET 0 300150 Feet Subject Parcel City Limits City Single Family Estate Dwelling District (R-1E)Single Family Low Density District (R-Single Family Medium Density District (R-2)Single and Multi-Fam ily Dwelling District(R-3)Mixed Use (MU) Commercial (C-1)Commercial (C-2)Industrial (IN)Public Lands (P)Conservation (E) County Residential - 1 (R-1)Mixed Use (MU)General Commercial (C-3) Page 135 of 159 CITY OF CRESTVIEW Item # 8.4. Staff Report CITY COUNCIL MEETING DATE: October 24, 2022 TYPE OF AGENDA ITEM: 1st reading after PDB TO: Mayor and City Council CC: City Manager, City Clerk, Staff and Attorney FROM: Barry Henderson, Development Services Director, Nicholas Schwendt, Gis DATE: 10/20/2022 SUBJECT: Ordinance 1905 - Friendship Lane Rezoning BACKGROUND: On August 24, 2022, staff received an application to annex and to amend the comprehensive plan and zoning designations for property located at 5851 Friendship Lane. The subject property is currently located within unincorporated Okaloosa County with a future land use and zoning designation of Low Density Residential and Residential-1, respectively. The application requests the Commercial Low-Intensity District (C-1) zoning designation for the property. The Planning and Development Board recommended approval of the request on October 3, 2022. DISCUSSION: The property description is as follows: Property Owner: Wilson Bobby J & Katherine 5851 Friendship Lane Crestview, FL 325369322 Parcel ID: 33-4N-23-0000-0059-0000 Site Size: 2.19 acres Current FLU: Okaloosa County Low Density Residential Current Zoning: Okaloosa County Residential-1 Current Land Use: Residential The following table provides the surrounding land use designations, zoning districts, and existing uses. Direction FLU Zoning Existing Use North Okaloosa County Mixed Use Okaloosa County Mixed Use Residential East Okaloosa County Mixed Use Okaloosa County Mixed Use Residential South Okaloosa County Low Density Residential Okaloosa County Residential-1 Residential West Mixed Use (MU) Mixed Use (MU) Being developed for multi- family residential Page 136 of 159 The subject property is currently developed for residential use and a development application has not been submitted. Based on the requested land-use and zoning designations, the property can be developed for commercial use. Staff reviewed the request for rezoning and finds the following: - The proposed zoning is consistent with the proposed future land use designation. - The uses within the requested zoning district are compatible with uses in the adjacent zoning districts. - The requested use is not substantially more or less intense than allowable development on adjacent parcels. Courtesy notices were mailed to property owners within 300 feet of the subject property on September 9, 2022. The property was posted on September 20, 2022. An advertisement ran in the Crestview News Bulletin on October 13 and 20, 2022. GOALS & OBJECTIVES This item is consistent with the goals in A New View Strategic Plan 2020 as follows. Foundational – these are the four areas of focus that make up the necessary foundation of a successful local government. Financial Sustainability – Achieve long term financial sustainability. Organizational Capacity, Effectiveness & Efficiency – To efficiently & effectively provide the highest quality of public services. Quality of Life – these six areas focus on the overall experience when provided by the city. Community Character – Promote desirable growth with a hometown atmosphere. Opportunity – Promote an environment that encourages economic and educational opportunity. Community Culture – Develop a specific identity for Crestview. FINANCIAL IMPACT The fees for the rezoning request have been waived for this application as it was received during the moratorium on annexation fees. There is no additional cost of advertising as the rezoning request was included in the advertisement for annexation. RECOMMENDED ACTION Staff respectfully requests that the council move Ordinance 1905 to second reading for adoption. Attachments 1. Exhibit Packet Page 137 of 159 ORDINANCE: 1905 AN ORDINANCE OF THE CITY OF CRESTVIEW, FLORIDA, PROVIDING FOR THE REZONING OF 2.19 ACRES, MORE OR LESS, OF REAL PROPERTY, LOCATED IN SECTION 33, TOWNSHIP 4 NORTH, RANGE 23 WEST, FROM THE OKALOOSA COUNTY RESIDENTIAL-1 ZONING DISTRICT TO THE COMMERCIAL LOW- INTENSITY DISTRICT (C-1) ZONING DISTRICT; PROVIDING FOR AUTHORITY; PROVIDING FOR THE UPDATING OF THE CRESTVIEW ZONING MAP; PROVIDING FOR SEVERABILITY; PROVIDING FOR SCRIVENER’S ERRORS; PROVIDING FOR LIBERAL INTERPRETATION; PROVIDING FOR REPEAL OF CONFLICTING CODES AND ORDINANCES; AND PROVIDING FOR AN EFFECTIVE DATE. BE IT ORDAINED BY THE CITY COUNCIL OF CRESTVIEW, FLORIDA AS FOLLOWS: SECTION 1 – AUTHORITY. The authority for enactment of this ordinance is Section 166.041, Florida Statutes and Chapter 102, City Code. SECTION 2 – PROPERTY REZONED. The following described 2.19 acres, more or less, of real property lying within the corporate limits of Crestview, Florida, with 2.19 acres, more or less, being formerly zoned Okaloosa County Residential-1 with the Commercial (C) Future Land Use Map designation recently ratified by the City Council through adoption of Ordinance 1904, is hereby rezoned to Commercial Low-Intensity District (C-1) to wit: PIN # 33-4N-23-0000-0059-0000 Commencing at the Northwest corner of Southwest Quarter of Southwest Quarter of Section 33, Township 4 North, Range 23 West, and run South along Section line 320.0 feet to a concrete monument, thence East 205.0 feet to a concrete monument, thence North 0.52 feet to P.C. of a curve (with a radius of 85.0 feet) thence Northeasterly along the chord of said curve to the right a distance of 131.52 feet to P.T. of a curve, thence East 41.70 feet to a concrete monument, thence North 223.16 feet to a concrete monument, thence Northwesterly 328.15 feet to Point of Beginning, all lying in the Southwest Quarter of Southwest Quarter of Section 33, Township 4 North, Range 23 West, Okaloosa County, Florida, containing 2 .19 acres. Subject to Restrictions and Easements of record. SECTION 3 – MAP UPDATE. The Crestview Zoning Map, current edition, is hereby amended to reflect the above changes concurrent with passage of this ordinance, which is attached hereto. SECTION 4 – SEVERABILITY. If any word, phrase, sentence, paragraph or provision of this ordinance or the application thereof to any person or circumstance is held invalid or unconstitutional, such finding shall not affect the other provisions or applications of this ordinance which can be given effect without the invalid or unconstitutional provision or application, and to this end the provisions of this ordinance are declared severable. SECTION 5 – SCRIVENER’S ERRORS. The correction of typographical errors which do not affect the intent of this Ordinance may be authorized by the City Manager or the City Manager’s designee, without public hearing, by filing a corrected or re-codified copy with the City Clerk. Page 138 of 159 SECTION 6 – ORDINANCE TO BE LIBERALLY CONSTRUED. This Ordinance shall be liberally construed in order to effectively carry out the purposes hereof which are deemed not to adversely affect public health, safety, or welfare. SECTION 7 – REPEAL OF CONFLICTING CODES, ORDINANCES, AND RESOLUTIONS. All Charter provisions, codes, ordinances and resolutions or parts of charter provisions, codes, ordinances and resolutions or portions thereof of the City of Crestview, in conflict with the provisions of this Ordinance are hereby repealed to the extent of such conflict. SECTION 8 – EFFECTIVE DATE. The effective date of this Ordinance shall be the date Comprehensive Plan Amendment is adopted by Ordinance # 1904 and becomes legally effective. Passed and adopted on second reading by the City Council of Crestview, Florida on the 14th day of November, 2022. ATTEST: _____________________________________ Maryanne Schrader City Clerk Approved by me this 14th day of November, 2022. ______________________________________ J. B. Whitten Mayor Page 139 of 159 Page 140 of 159 H W Y 8 5 N AIRPORT RDOLD BETHEL RD N FERDON BLVD HWY 85 N N FERDON BLVD Vicinity Map ¯ PREPARED BY CITY OF CRESTVIEW COMMUNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURVEY FEET Not to Scale Subject Parcel(s) Page 141 of 159 HWY 85 N OLD BETHEL RD FRIENDSHIP LN DOGWOOD ACRES HWY 85 N Existing Use¯ PREPARED BY CITY OF CRESTVIEW COMMUNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURVEY FEET 0 300150 Feet Legend Subject Parcel City Limits Existing Use ChurchesCommunityCountyImproved AOffice BuildingOrnamentalPastureLandPublic SchoolSingle FamilyVacantVacant CommercialVacant/ResidentialWarehouse Page 142 of 159 HWY 85 N OLD BETHEL RD FRIENDSHIP LN DOGWOOD ACRES HWY 85 N CurrentFuture Land Use¯ PREPARED BY CITY OF CRESTVIEW COMMUNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURVEY FEET 0 300150 Feet Legend Subject Parcel City Limits City Future Land Use Commercial (C)Industrial (IN)Mixed Use (MU)Conservation (CON)Public Lands (PL)Residential (R) County Future Land Use Commercial (C)Low Density Residential (LDR)Mixed Use (MU) Page 143 of 159 HWY 85 N OLD BETHEL RD FRIENDSHIP LN DOGWOOD ACRES HWY 85 N CurrentZoning¯ PREPARED BY CITY OF CRESTVIEW COMMUNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURVEY FEET 0 300150 Feet Legend Subject Parcel City Limits City Zoning Single Family Estate Dwelling District (R-1E) Single Family Low Density District (R-1) Single Family Medium Density District (R-2) Single and Multi-Family Dwelling District(R-3) Mixed Use Commercial (C-1) Commercial (C-2) Industrial Public Lands (P) Conservation County Zoning Residential - 1 (R-1) Mixed Use General Commercial (C-3) Page 144 of 159 HWY 85 N OLD BETHEL RD FRIENDSHIP LN DOGWOOD ACRES HWY 85 N ProposedFuture Land Use ¯ PREPARED BY CITY OF CR ESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 S TATE PLANE , NORTH ZONEU.S. SURVEY FEET 0 300150 Feet Legend Subject City Limits City Future Land Use Commercial (C)Industrial (IN)Mixed Use (MU)Con servation (CON)Pu blic Lands (PL)Residential (R) County Future Land Use Commercial (C)Low Density Residen tial (LDR)Mixed Use (MU) Page 145 of 159 HWY 85 N OLD BETHEL RD FRIENDSHIP LN DOGWOOD ACRES HWY 85 N ProposedZoning¯ PREPARED BY CITY OF CR ESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 S TATE PLANE , NORTH ZONEU.S. SURVEY FEET 0 300150 Feet Subject Parcel City Limits City Single Family Estate Dwelling District (R-1E)Single Family Low Density District (R-Single Family Medium Density District (R-2)Single and Multi-Fam ily Dwelling District(R-3)Mixed Use (MU) Commercial (C-1)Commercial (C-2)Industrial (IN)Public Lands (P)Conservation (E) County Residential - 1 (R-1)Mixed Use (MU)General Commercial (C-3) Page 146 of 159 CITY OF CRESTVIEW Item # 11.1. Staff Report CITY COUNCIL MEETING DATE: October 24, 2022 TYPE OF AGENDA ITEM: Presentation TO: Mayor and City Council CC: City Manager, City Clerk, Staff and Attorney FROM: Maryanne Schrader, City Clerk DATE: 10/14/2022 SUBJECT: Citizen of the Year nominations are due by November 1, 2022. BACKGROUND: Each year the City Council selects a Citizen of the Year in November. DISCUSSION: Reminder that nominations for the City of the Year are due by November 1st. The link to the nomination page is our website. GOALS & OBJECTIVES This item is consistent with the goals in A New View Strategic Plan 2020 as follows; Foundational- these are the areas of focus that make up the necessary foundation of a successful local government. Financial Sustainability- Achieve long term financial sustainability Organizational Capacity, Effectiveness & Efficiency- To efficiently & effectively provide the highest quality of public services Infrastructure- Satisfy current and future infrastructure needs Communication- To engage, inform and educate public and staff Quality of Life- these areas focus on the overall experience when provided by the city. Community Character- Promote desirable growth with a hometown atmosphere Safety- Ensure the continuous safety of citizens and visitors Mobility- Provide safe, efficient and accessible means for mobility Opportunity- Promote an environment that encourages economic and educational opportunity Play- Expand recreational and entertainment activities within the City Community Culture- Develop a specific identity for Crestview FINANCIAL IMPACT Budgeted item. RECOMMENDED ACTION Page 147 of 159 No action needed. Attachments None Page 148 of 159 CITY OF CRESTVIEW Item # 12.1. Staff Report CITY COUNCIL MEETING DATE: October 24, 2022 TYPE OF AGENDA ITEM: Presentation TO: Mayor and City Council CC: City Manager, City Clerk, Staff and Attorney FROM: Gina Toussaint, Finance Director DATE: 10/20/2022 SUBJECT: Financial Update - Finance Director BACKGROUND: This is a presentation of the monthly financial statements as required by the City Charter. DISCUSSION: Attached are the Unaudited Schedules of Revenues & Expenditures for the month and year to date ending August 31, 2022. During our review of the Schedule of Revenues & Expenditures, certain variations were noted for which explanations have been provided with the corresponding fund financial statement. Please note that most funds include a budget amount in a revenue account titled "Other Sources". This includes cash carryforward (fund balance) from the previous year. Therefore, the percent of budget will typically reflect a low percentage. Follow this link by clicking on the icon with the arrow for the August check registers; https://portal.laserfiche.com/Portal/Browse.aspx?id=162893&repo=r-36a219e0 A link to the Final Fiscal Year Ended 2023 Budget Book will be available before the start of the Council Meeting on Monday night. GOALS & OBJECTIVES This item is consistent with the goals in A New View Strategic Plan 2020 as follows; Foundational- these are the areas of focus that make up the necessary foundation of a successful local government. Financial Sustainability- Achieve long term financial sustainability Organizational Capacity, Effectiveness & Efficiency- To efficiently & effectively provide the highest quality of public services Infrastructure- Satisfy current and future infrastructure needs Communication- To engage, inform and educate public and staff Quality of Life- these areas focus on the overall experience when provided by the city. Community Character- Promote desirable growth with a hometown atmosphere Safety- Ensure the continuous safety of citizens and visitors Page 149 of 159 Mobility- Provide safe, efficient and accessible means for mobility Opportunity- Promote an environment that encourages economic and educational opportunity Play- Expand recreational and entertainment activities within the City Community Culture- Develop a specific identity for Crestview FINANCIAL IMPACT The attached provides unaudited revenue and expenditure information for August 31, 2022. RECOMMENDED ACTION No action is required for this item. Attachments 1. Monthly Financial Report Month Ended August 2022 Page 150 of 159 CITY OF CRESTVIEW, FLORIDA MONTHLY FINANCIAL REPORT August 31, 2022 Page 151 of 159 CITY OF CRESTVIEW Monthly Financial Report Table of Contents August 31, 2022 General Fund ............................................................................................................................................... 3 Special Revenue Fund (Building & Permitting) ......................................................................................... 4 Special Revenue Fund (CRA) ..................................................................................................................... 5 Capital Improvements Fund ........................................................................................................................ 6 Utility Fund ................................................................................................................................................. 7 Sanitation Fund ........................................................................................................................................... 8 Stormwater Fund ......................................................................................................................................... 9 Page 152 of 159 3 GENERAL FUND SCHEDULE OF REVENUES AND EXPENDITURES BUDGET AND ACTUAL August 31, 2022 Amended Current Year to Date Annual Annual Month FY 2022 Percent Budget Budget Total Total of Budget Revenues Taxes 13,444,486$ 13,444,486$ 458,554$ 13,505,441$ 100.45% Permits, Fees, Special Assessments 1,545,500 1,545,500 229,461 1,942,661 125.70% Intergovernmental Revenue 7,477,532 7,477,532 1,405,493 7,964,527 106.51% Charges for Services 240,500 247,500 9,776 330,112 133.38% Judgments, Fines & Forfeites 310,000 310,000 22,167 279,671 90.22% Miscellaneous Revenues 251,300 251,300 21,719 420,377 167.28% Other Sources* 4,039,890 4,230,085 - 2,575,100 60.88% Total Revenues 27,309,208$ 27,506,403$ 2,147,170$ 27,017,889$ 98.22% Expenditures Mayor 107,309$ 103,510$ 6,899$ 93,475$ 90.31% City Clerk 164,753 179,103 12,138 177,821 99.28% General & Administrative 2,933,746 2,830,628 84,969 1,950,578 68.91% Administration: City Manager 296,045 296,045 26,140 274,873 92.85% Human Resources 336,085 336,085 25,778 284,213 84.57% Information Technology 698,722 700,487 57,459 580,825 82.92% Public Information Officer 141,826 141,061 10,773 134,933 95.66% Finance 592,547 596,547 45,401 490,000 82.14% Public Works Administration** 339,868 371,244 33,472 244,107 65.75% Maintenance 311,842 317,346 23,133 283,982 89.49% Police 6,012,840 6,192,067 407,300 4,921,459 79.48% Fire 4,820,689 4,853,791 446,141 4,765,849 98.19% Fire Department - Dispatch 1,096,433 1,097,833 73,728 932,743 84.96% Recreation & Enrichment Services: Administration 203,537 203,537 19,451 185,051 90.92% Athletics & Recreation*** 788,869 839,569 63,213 2,278,660 271.41% Library 803,352 807,390 60,367 697,670 86.41% Special Events & Programs 137,825 142,651 8,865 123,965 86.90% Cultural Services 71,567 70,567 7,967 61,068 86.54% 1/2 Cent Sales Tax**** 2,921,908 2,742,173 - 228,729 8.34% Streets***** 2,326,968 2,290,088 124,035 1,610,601 70.33% Animal Services****** - 167,995 25,409 201,648 120.03% Code Enforcement 137,744 137,744 10,054 107,264 77.87% Planning & Zoning 828,692 832,192 41,374 524,428 63.02% Building & Facility Maintenance 1,236,041 1,256,750 100,223 968,500 77.06% Total Expenditures 27,309,208$ 27,506,403$ 1,714,289$ 22,122,442$ 80.43% Note: This report reflects the revenues collected and expended in the month of August and year ending August 31, 2022 and what percent of the annual budget that has been collected and expended. All revenue and expenditure amounts are unaudited. *Budgeted cost allocations, interfund transfers and cash carryforward will be adjusted as deemed appropriate at fiscal year-end. **Personnel costs are lower than anticipated, engineering services have not yet been received. ***Includes expenditures for the Blackwater Project, specifically, the Mammoth Sports Complex final invoice. ****Primarily debt service and operating transfers to be made at fiscal year-end. *****Street resurfacing underway. ******Animal Services improvements to the facility were higher than anticipated as a result of the economic climate, cash carryforward will be utilized to offset the deficits. Page 153 of 159 4 SPECIAL REVENUE FUND BUILDING AND PERMITTING SCHEDULE OF REVENUES AND EXPENSES BUDGET AND ACTUAL August 31, 2022 Amended Current Year to Date Annual Annual Month FY 2022 Percent Budget Budget Total Total of Budget Revenues Building Permits 579,430$ 579,430$ 158,290$ 760,819$ 131.30% Other Sources* 163,898 163,898 - - 0.00% Total Revenues 743,328$ 743,328$ 158,290$ 760,819$ 102.35% Expenditures Personnel Cost** 453,734$ 453,734$ 28,819$ 287,912$ 63.45% Operating Expenses*** 289,594 289,594 13,848 95,427 32.95% Total Expenditures 743,328$ 743,328$ 42,667$ 383,339$ 51.57% ` Note: This report reflects the revenues collected and expended in the month of August and year ending August 31, 2022 and what percent of the annual budget that has been collected and expended. All revenue and expenditure amounts are unaudited. Note: The Special Revenue Funds: Escrow and Law Enforcement Trust not listed due to little or no activity. * Budgeted cash carryforward will be adjusted as deemed appropriate at fiscal year-end. **Personnel costs are down due to staffing turnover. ***Improvements project has not yet commenced. Page 154 of 159 5 SPECIAL REVENUE FUND COMMUNITY REDEVELOPMENT AGENCY SCHEDULE OF REVENUES AND EXPENSES BUDGET AND ACTUAL August 31, 2022 Amended Current Year to Date Annual Annual Month FY 2022 Percent Budget Budget Total Total of Budget Revenues Intergovernmental Revenue* 339,555$ 335,386$ -$ 85,186$ 25.40% Miscellaneous 3,000 3,000 - 1,592 53.08% Other Sources** 994,072 1,071,583 - 162,395 15.15% Total Revenues 1,336,627$ 1,409,969$ -$ 249,173$ 17.67% Expenditures Contractual Services*** 476,000$ 476,000$ 33,290$ 371,560$ 78.06% Operating Supplies 9,650 12,950 525 7,504 57.94% Advertising 19,500 16,900 - 1,996 11.81% Dues & Subscriptions 1,500 1,900 - 1,517 79.84% Rewards & Recognition - 100 - - 0.00% Training 1,000 1,000 820 820 82.00% Improvements 507,977 581,319 11,877 394,598 67.88% Interfund Transfer 19,000 19,000 - 100 0.53% Equipment 2,000 800 - 127 15.93% Awning Improvement Grant**** 300,000 300,000 - 36,019 12.01% Total Expenditures 1,336,627$ 1,409,969$ 46,512$ 814,241$ 57.75% Note: This report reflects the revenues collected and expended in the month of August and year ending August 31, 2022 and what percent of the annual budget that has been collected and expended. All revenue and expenditure amounts are unaudited. *Bush House completed, request for reimbursement grant in progress. ** Budgeted cash carryforward will be adjusted as deemed appropriate at fiscal year-end. ***Contractual services expenditures are fully encumbered, yet partially disbursed. ****Awning improvement grant applications in progress. Page 155 of 159 6 CAPITAL IMPROVEMENTS FUND SCHEDULE OF REVENUES AND EXPENSES BUDGET AND ACTUAL August 31, 2022 Amended Current Year to Date Annual Annual Month FY 2022 Percent Budget Budget Total Total of Budget Revenues Other Financial Assistance* 2,223,384$ 2,223,384$ -$ -$ 0.00% Other Sources** 9,443,705 9,443,705 - - 0.00% Total Revenues 11,667,089$ 11,667,089$ -$ -$ 0.00% Expenditures General & Administrative 150,809$ 150,809$ 3,540$ 58,318$ 38.67% Public Safety*** 1,307,996 1,307,996 118 12,834 0.98% Physical Environment**** 8,812,884 8,812,884 6,951 868,053 9.85% Transportation**** 1,395,400 1,395,400 - 15,783 1.13% Total Expenditures 11,667,089$ 11,667,089$ 10,609$ 954,988$ 8.19% Note: This report reflects the revenues collected and expended in the month of August and year ending August 31, 2022 and what percent of the annual budget that has been collected and expended. All revenue and expenditure amounts are unaudited. *ARPA (American Rescue Plan Act) collections will be near the fiscal year end. **Budgeted interfund transfers will be adjusted as deemed appropriate at fiscal year-end. Debt proceeds are estimated to be disbursed in the next fiscal year. ***Fire training tower project is underway expenditures not yet encumbered. **** Capital improvement projects to commence in near future. Page 156 of 159 7 UTILITY FUND SCHEDULE OF REVENUES AND EXPENDITURES BUDGET AND ACTUAL August 31, 2022 Amended Current Year to Date Annual Annual Month FY 2022 Percent Budget Budget Total Total of Budget Revenues Impact Fees* 430,000$ 430,000$ 6,000$ 794,500$ 184.77% Other Financial Assistance** 1,408,271 1,408,271 1,936,085 1,936,085 137.48% Charges for Services 8,173,687 8,173,687 652,188 7,740,277 94.70% Miscellaneous Revenue 20,000 20,000 1,137 16,587 82.94% Other Sources 777,961 777,961 - 44,513 5.72% Total Revenues 10,809,919$ 10,809,919$ 2,595,410$ 10,531,962$ 97.43% Expenditures General & Administrative*** 5,217,175$ 4,406,730$ 93,654$ 1,518,328$ 34.45% Public Works Administration 747,080 717,980 59,210 606,662 84.50% Finance - Utility Office 468,829 472,272 38,339 424,025 89.78% Water**** 1,840,149 2,251,813 390,572 3,031,936 134.64% Sewer 1,322,187 1,408,187 142,215 1,274,924 90.54% Wastewater***** 1,214,499 1,552,937 281,729 2,140,668 137.85% Total Expenditures 10,809,919$ 10,809,919$ 1,005,719$ 8,996,543$ 83.22% Note: This report reflects the revenues collected and expended in the month of August and year ending August 31, 2022 and what percent of the annual budget that has been collected and expended. All revenue and expenditure amounts are unaudited. *Majority of fees collected are attributed to the residential impact fees incurred by the Iron Horse Townhome development. **ARPA (American Rescue Plan Act) collections will be near the fiscal year end. *** Budgeted cash carryforward will be adjusted as deemed appropriate at fiscal year-end. ***Largest expenditures in this division are debt service payments which will be disbursed later in the year. ****Largest expenditure in this division was for the Antioch elevated water tank in the amount of: $876,121. *****Solids Handling expenditures to be reclassified to the Capital Improvements Fund at year end. Page 157 of 159 8 SANITATION FUND SCHEDULE OF REVENUES AND EXPENSES BUDGET AND ACTUAL August 31, 2022 Amended Current Year to Date Annual Annual Month FY 2022 Percent Budget Budget Total Total of Budget Revenues Garbage Fees 4,000,000$ 4,000,000$ 340,645$ 3,891,849$ 97.30% Penalties 55,000 55,000 6,055 59,325 107.86% Franchise Fees 208,000 208,000 20,321 218,749 105.17% Total Revenues 4,263,000$ 4,263,000$ 367,021$ 4,169,923$ 97.82% Expenditures Garbage/Solid Waste 4,263,000$ 4,263,000$ 341,138$ 3,596,262$ 84.36% Total Expenditures 4,263,000$ 4,263,000$ 341,138$ 3,596,262$ 84.36% Note: This report reflects the revenues collected and expended in the month of August and year ending August 31, 2022 and what percent of the annual budget that has been collected and expended. All revenue and expenditure amounts are unaudited. Page 158 of 159 9 STORMWATER FUND SCHEDULE OF REVENUES AND EXPENSES BUDGET AND ACTUAL August 31, 2022 Amended Current Year to Date Annual Annual Month FY 2022 Percent Budget Budget Total Total of Budget Revenues Stormwater Fees 395,100$ 395,100$ 33,450$ 382,029$ 96.69% Other Financial Assistance* 238,162 238,162 - - 0.00% Total Revenues 633,262$ 633,262$ 33,450$ 382,029$ 60.33% Expenditures Personnel Cost 291,325$ 291,325$ 17,105$ 200,130$ 68.70% Operating Cost 341,937 341,937 100,727 268,345 78.48% Total Expenditures 633,262$ 633,262$ 117,832$ 468,475$ 73.98% Note: This report reflects the revenues collected and expended in the month of August and year ending August 31, 2022 and what percent of the annual budget that has been collected and expended. All revenue and expenditure amounts are unaudited. * Budgeted cost cash carryforward will be adjusted as deemed appropriate at fiscal year-end. Page 159 of 159