HomeMy Public PortalAbout05_22_2023 City Council Agenda Packet
REGULAR COUNCIL MEETING
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.
REGULAR MEETING AGENDA
May 22, 2023
6:00 PM
CITY COUNCIL CHAMBERS
1. Call to Order
2. Invocation, Pledge of Allegiance
2.1. Esme Graff, Ministry Leader - Crosspoint South
3. Open Policy Making and Legislative Session
4. Approve Agenda
5. Presentations and Reports
5.1. Presentation of Awards - John Hamilton, VFW
5.2. Recognition of Precision Leadership, LLC and Graduates
5.3. Presentation of the City of Crestview Bulldog Award
5.4. Proclamation declaring the week of May 21 - May 27, 2023 as Public Services Week
6. Consent Agenda
6.1. Memorandum of Understanding – Staybridge Suites
6.2. Crestview WWTP Effluent Reuse Master Plan
6.3. Annual Paving Contract
6.4. Approval of Minutes of May 8, 2023
7. Public Hearings / Ordinances on Second Reading
8. Ordinances on First Reading
9. Resolutions
Page 1 of 152
9.1. Resolution 2023-09 Budget Amendment
9.2. Resolution 2023-10 Adoption of the Local Housing Assistance Plan
9.3. Resolution 2023-11 Fire Truck Lease Agreement
10. Action Items
10.1. Award of Solid Waste/Disposal Services Contract
11. City Clerk Report
11.1. Monthly Update
12. City Manager Report
12.1. Financial Update - Finance Director
12.2. Monthly Department Report - Administrative Services
13. Comments from the Mayor and Council
14. Comments from the Audience
15. Adjournment
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 152
CITY OF CRESTVIEW Item # 2.1.
Staff Report
CITY COUNCIL MEETING DATE: May 22, 2023
TYPE OF AGENDA ITEM: Presentation
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Jerry Whitten, Mayor
DATE: 4/26/2023
SUBJECT: Esme Graff, Ministry Leader - Crosspoint South
BACKGROUND:
Area churches are invited to provide the Invocation.
DISCUSSION:
Invitations are routinely extended to area churches to provide the Invocation.
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
RECOMMENDED ACTION
No action required.
Page 3 of 152
Attachments
None
Page 4 of 152
CITY OF CRESTVIEW Item # 5.1.
Staff Report
CITY COUNCIL MEETING DATE: May 22, 2023
TYPE OF AGENDA ITEM: Presentation
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Jerry Whitten, Mayor
DATE: 5/15/2023
SUBJECT: Presentation of Awards - John Hamilton, VFW
BACKGROUND:
Presentation of the Firefighter and Law Enforcement of the Year Awards and a Lifesaving Award
DISCUSSION:
Life Saving Award- Barbara Beadle
Firefighter of the Year- Lieutenant Joseph Scott
Police Officer of the Year- Corporal Willie Butler
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
Page 5 of 152
n/a
RECOMMENDED ACTION
No action required.
Attachments
None
Page 6 of 152
CITY OF CRESTVIEW Item # 5.2.
Staff Report
CITY COUNCIL MEETING DATE: May 22, 2023
TYPE OF AGENDA ITEM: Presentation
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Jessica Leavins, Administrative Services Director
DATE: 5/18/2023
SUBJECT: Recognition of Precision Leadership, LLC and Graduates
BACKGROUND:
The City of Crestview would like to recognize Cole Randall, founder and president of Precision Leadership
LLC and the graduates of the Precision Leadership Leadershift program.
DISCUSSION:
The City of Crestview defines our core values as Teamwork, Respect, Adaptability, Communication, and
Knowledge. The Leadershift program focuses on growing the knowledge and communication skills of
participants by providing the essential tools to effectively lead, influence, and grow.
The city has sponsored seven employees to complete the program over the last year. The graduates include
Animal Control Officer Kathryn Healey, CDS Director Barry Henderson, Lead Water Operator Nicholas
McLeod, Fire Engineer Ryan Ashcraft, Animal Care Coordinator Melinda Moriarty, Lt. Shiloh Oxley, and
Building Inspector Michael McGuire.
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
Communication- To engage, inform and educate public and staff
FINANCIAL IMPACT
None
RECOMMENDED ACTION
The City Manager respectfully requests the Mayor and City Council recognize the important accomplishments
of these team members.
Attachments
None
Page 7 of 152
CITY OF CRESTVIEW Item # 5.3.
Staff Report
CITY COUNCIL MEETING DATE: May 22, 2023
TYPE OF AGENDA ITEM: Presentation
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Chance Leavins
DATE: 5/18/2023
SUBJECT: Presentation of the City of Crestview Bulldog Award
BACKGROUND:
In January of 2023, Crestview High School (CHS) began a student of the month recognition program. This
recognition aims to highlight students who exhibit characteristics of what it means to be an outstanding
Crestview High School Bulldog. Traits that make a student worthy of recognition include but are not limited to
leadership, perseverance, dedication, and selflessness. When a teacher witnesses a student exhibiting these
traits, they then nominate the student. These nominations are reviewed by CHS administration, and a student of
the month is selected.
The City of Crestview understands the value of recognizing members of our community that exemplify these
traits and has partnered with CHS to spotlight these students as City of Crestview Bulldog Award winners.
DISCUSSION:
Mayor Whitten will recognize and congratulate the recipients. This recognition will include a certificate from
the City of Crestview presented by the Mayor.
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 8 of 152
Play- Expand recreational and entertainment activities within the City
Community Culture- Develop a specific identity for Crestview
FINANCIAL IMPACT
None
RECOMMENDED ACTION
Staff respectfully requests that the City Council celebrate these accomplishments with these students.
Attachments
None
Page 9 of 152
CITY OF CRESTVIEW Item # 5.4.
Staff Report
CITY COUNCIL MEETING DATE: May 22, 2023
TYPE OF AGENDA ITEM: Presentation
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Jerry Whitten, Mayor
DATE: 5/15/2023
SUBJECT: Proclamation declaring the week of May 21 - May 27, 2023 as Public Services Week
BACKGROUND:
2023 marks the 63rd annual National Public Works Week sponsored by the American Public Works
Association/Canadian Public Works Association.
DISCUSSION:
Mayor J.B. Whitten, designates the week of May 21–27, 2023 as National Public Works Week and urges all
citizens to join with representatives of the American Public Works Association and government agencies in
activities, events, and ceremonies designed to pay tribute to our public works professionals, engineers,
managers, and employees and to recognize the substantial contributions they make in protecting our national
health, safety, and quality of life.
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
Page 10 of 152
n/a
RECOMMENDED ACTION
No action required.
Attachments
1. National Public Works Week Proclamation 5.4.2023
Page 11 of 152
Proclamation
National Public Works Week Proclamation
May 21–27, 2023
“Connecting the World Through Public Works”
WHEREAS, public works professionals focus on infrastructure, facilities and services
that are of vital importance to sustainable and resilient communities and to the public health,
high quality of life and well-being of the citizens of Crestview, Florida and,
WHEREAS, these infrastructure, facilities and services could not be provided without
the dedicated efforts of public works professionals, who are engineers, managers, and employees
at all levels of government and the private sector, who are responsible for rebuilding, improving,
and protecting our nation’s transportation, water supply, water treatment and solid waste
systems, public buildings, and other structures and facilities essential for our citizens; and,
WHEREAS, it is in the public interest for the citizens, civic leaders and children in
Crestview, Florida to gain knowledge of and to maintain an ongoing interest and understanding
of the importance of public works and public works programs in their respective communities;
and,
WHEREAS, the year 2023 marks the 63rd annual National Public Works Week
sponsored by the American Public Works Association/Canadian Public Works Association be it
now,
RESOLVED, I, Mayor J.B. Whitten, do hereby designate the week of May 21–27, 2023 as
National Public Works Week; I urge all citizens to join with representatives of the American
Public Works Association and government agencies in activities, events, and ceremonies
designed to pay tribute to our public works professionals, engineers, managers, and employees
and to recognize the substantial contributions they make in protecting our national health, safety,
and quality of life.
DULY PASSED AND ADOPTED ON THIS 22ND DAY OF MAY 2023
_________________________
Mayor JB Whitten
City of Crestview
Page 12 of 152
CITY OF CRESTVIEW Item # 6.1.
Staff Report
CITY COUNCIL MEETING DATE: May 22, 2023
TYPE OF AGENDA ITEM: Action Item
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Barry Henderson, Development Services Director, Nicholas Schwendt, Senior Planner
DATE: 5/18/2023
SUBJECT: Memorandum of Understanding – Staybridge Suites
BACKGROUND:
Staff received the initial application submittal for the Staybridge Suites project, a 102-room hotel, at 117 John
King Road, on March 14, 2023. For commercial projects, Public Services staff reviews each project's traffic
study or report, and any transportation related improvements proposed, to determine what improvements or
contributions need to be made by the developer resulting from the impact of their proposed development, via a
Memorandum of Understanding (MOU).
DISCUSSION:
For the Staybridge Suites project, Public Services staff reviewed the traffic study provided, resulting in the
attached MOU. In this specific case, the MOU provides for the developer to participate in costs not to exceed
the total amount of $8,400.00 to be held in escrow by the City of Crestview for proposed offsite roadway
improvements that the City is constructing to mitigate traffic impacts. This cost was determined by an
established per-trip cost based on the total average trips per day generated by the development. The obligation
to deposit the money in escrow and participate shall occur before the Development Order is issued.
This MOU, if approved, also needs to be signed by the Mayor and the City Clerk.
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.
Infrastructure – Satisfy current and future infrastructure needs.
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.
Safety – Ensure the continuous safety of citizens and visitors.
Mobility – Provide safe, efficient and accessible means for mobility.
Page 13 of 152
FINANCIAL IMPACT
This MOU will provide funds to the City to construct improvements that will mitigate the traffic impact
resulting from this development.
RECOMMENDED ACTION
Staff respectfully requests a motion to approve the attached Memorandum of Understanding to be sent to the
Mayor and City Clerk for signature.
Attachments
1. Memorandum of Understanding Staybridge signed
Page 14 of 152
Page 15 of 152
CITY OF CRESTVIEW Item # 6.2.
Staff Report
CITY COUNCIL MEETING DATE: May 22, 2023
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: 5/18/2023
SUBJECT: Crestview WWTP Effluent Reuse Master Plan
BACKGROUND:
The City of Crestview has experienced significant population growth in recent years and that growth has
created the need to expand and build new residential communities. This growth has led to an increase in
influent flow at the Crestview Wastewater Treatment Plant (WWTP). In addition, the expansion of the State
Road (SR) 85 Bypass Road, the East-West corridor and a future community sports complex planned for
construction on the existing effluent spray field will generate additional flows to the WWTP. Simultaneously,
the loss of spray field area for the new sports complex will reduce overall effluent reuse capacity of the
WWTP.
DISCUSSION:
The existing WWTP spray fields were initially impacted by the construction of the SR 85 Bypass Road and the
East-West Connector roadway. The City is planning to redevelop the remaining spray fields for construction of
a new community sports complex. To continue to provide wastewater services for the City’s existing customers
and the projected growth, the City will need to identify and construct new effluent reuse facilities. The Rapid
Infiltration Basins (RIB) No. 6 project is currently in the design phase which will result in the construction of
additional reuse capacity with the goal of offsetting the lost spray field capacity due to the road construction.
The City’s current plan is to expand the WWTP to a treatment capacity of approximately 6 MGD. Therefore, a
total effluent reuse capacity of 6 MGD is needed. The existing RIBs and the proposed RIB No. 6 project will
provide approximately 2 MGD of the needed capacity, leaving approximately 4 MGD of new reuse options
needed. This Task Order will identify the potential land areas needed to offset the 4 MGD deficit.
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
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 16 of 152
Opportunity- Promote an environment that encourages economic and educational opportunity
Play- Expand recreational and entertainment activities within the City
FINANCIAL IMPACT
As compensation for providing the services described in Article B. Scope of Services of this task order, the City
shall pay Jacobs in accordance with Section 5 of the Agreement, on a time and material basis, an estimated
amount of $90,270. The funding source is State Revolving Fund (SRF) project loan WW460720.
RECOMMENDED ACTION
Staff respectfully requests a motion approving the Mayor to sign Task Order 2023-07 in order to proceed with
the WWTP Effluent Reuse Master Plan.
Attachments
1. Crestview TO 23-07 Effluent Master Plan
Page 17 of 152
Page 18 of 152
Page 19 of 152
Page 20 of 152
Page 21 of 152
Page 22 of 152
Page 23 of 152
Page 24 of 152
CITY OF CRESTVIEW Item # 6.3.
Staff Report
CITY COUNCIL MEETING DATE: May 22, 2023
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: 5/18/2023
SUBJECT: Annual Paving Contract
BACKGROUND:
The City of Crestview receives funds annually designated for street resurfacing. These funds are part of the
Local Option Gas Tax.
DISCUSSION:
The designated street resurfacing funds available for this year will provide approximately 5,000 tons of asphalt.
The securing of City Council approval now will prevent another price increase for asphalt that is scheduled for
June 1st. The list of streets to be resurfaced is included as an attachment. The quoted prices include asphalt,
tack and application of material.
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
Mobility- Provide safe, efficient and accessible means for mobility
Opportunity- Promote an environment that encourages economic and educational opportunity
FINANCIAL IMPACT
The estimated cost to resurface the streets indicated on the attached list, totaling approximately 5,000 tons of
asphalt is $732,740.00. This amount is a budgeted item in account number 001-1141-541.63.00, Streets
Improvement.
RECOMMENDED ACTION
Staff respectfully requests a motion to approve the expenditure of funds for resurfacing of streets.
Page 25 of 152
Attachments
1. Street Resurfacing 2022-2023
Page 26 of 152
Page 27 of 152
Page 28 of 152
Page 29 of 152
Page 30 of 152
Page 31 of 152
Page 32 of 152
Page 33 of 152
Page 34 of 152
Page 35 of 152
Page 36 of 152
Page 37 of 152
Page 38 of 152
Page 39 of 152
Page 40 of 152
Page 41 of 152
Page 42 of 152
Page 43 of 152
Page 44 of 152
Page 45 of 152
Page 46 of 152
Page 47 of 152
Page 48 of 152
Page 49 of 152
CITY OF CRESTVIEW Item # 6.4.
Staff Report
CITY COUNCIL MEETING DATE: May 22, 2023
TYPE OF AGENDA ITEM: Action Item
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Maryanne Schrader
DATE: 5/17/2023
SUBJECT: Approval of Minutes of May 8, 2023
BACKGROUND:
Routine Approval of Minutes
DISCUSSION:
Draft 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
Staff respectfully requests a motion to approve the minutes of May 8, 2023.
Page 50 of 152
Attachments
1. 05082023 City Council Regular Meeting Minutes Draft
Page 51 of 152
City Council Minutes - Draft
May 8, 2023
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: Doug Capps, Cynthia Brown, Joe Blocker, and Ryan Bullard. 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.Invocation
The Invocation was led by Elder Echols, as Reverend Ferguson was not available.
Mayor JB Whitten welcomed Girl Scout Troop 93004 and invited them to lead the
Council in the Pledge of Allegiance.
3.Open Policy Making and Legislative Session
Mayor JB Whitten announced that there was a quorum.
4.Approve Agenda
Mayor JB Whitten called for action.
Motion by Mayor Pro -Tem Andrew Rencich and seconded by Councilmember Ryan
Bullard to approve the agenda, as presented.
Roll Call: Joe Blocker, Cynthia Brown, Andrew Rencich, Douglas Capps, Ryan Bullard.
All ayes. Motion carried.
5.Presentations and Reports – No items presented.
6.Consent Agenda
Mayor JB Whitten called for action.
Motion by Councilmember Douglas Capps and seconded by Councilmember Cynthia
Brown to approve the Consent Agenda, as presented.
Roll Call: Joe Blocker, Cynthia Brown, Andrew Rencich, Douglas Capps, Ryan Bullard.
All ayes. Motion carried.
6.1.Approval of the April 24, 2023 City Council Regular Meeting Minutes
7.Public Hearings / Ordinances on Second Reading
7.1.Ordinance 1930 - Ground Mounted Solar Panels
Planning Administrator Nicholas Schwendt presented Ordinance 1930 - Ground
Mounted Solar Panels to the City Council explaining it is regarding standards for
ground mounted solar panels. He reviewed the summary regarding options for solar
Page 52 of 152
panels attached to structures mounted in the ground. He mentioned solar panels
mounted on the ground may provide for easier installation and maintenance, as well
as reducing potential impact and damage to existing roof structures. He then 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 Section 2.02.00 – Definitions and Section 7.01.00 –
Accessory Structures, of the City of Crestview Land Development Code to Define
and Provide Standards For Ground Mounted Solar Energy Systems; Providing For
Authority; 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 called for comment from the Council and the public. In hearing
none, he called for action.
Motion by Councilmember Douglas Capps and seconded by Councilmember Joe
Blocker to adopt Ordinance 1930 - Ground Mounted Solar Panels on Second
Reading.
Roll Call: Joe Blocker, Cynthia Brown, Andrew Rencich, Douglas Capps, Ryan
Bullard. All ayes. Motion carried.
8.Ordinances on First Reading – None brought forward.
9.Resolutions – None brought forward.
10.Action Items
10.1.Legacy Place Subdivision Preliminary Plat & Memorandum of Understanding
Planning Administrator N. Schwendt introduced the Legacy Place Subdivision
Preliminary Plat and Memorandum of Understanding. He mentioned the initial
application was received and reviewed by staff. He said there will be a change in the
setback inconsistencies but will not affect the project as a whole. He went over the
plans stating they are in compliance. A Memorandum of Understanding will need to
be signed by the Mayor and City Clerk before the preliminary plat can move forward.
He added a traffic study was conducted.
Mayor JB Whitten called for comment from the Council.
Motion by Mayor Pro-Tem Andrew Rencich and seconded by Councilmember
Cynthia Brown to approve the staff recommendation to approve the preliminary plat
and approve the Mayor and City Clerk to sign the Memorandum of Understanding.
Roll Call: Joe Blocker, Cynthia Brown, Andrew Rencich, Douglas Capps, Ryan
Bullard. All ayes. Motion carried.
10.2.Permission to Negotiate – Employee Assistance Program
Administrative Services Director Jessica Leavins explained that the city did not
Page 53 of 152
receive bids and requested permission to negotiate the Employee Assistance Program
in the absence of bids. The needs will be the same as what was outlined in the RFP.
Councilmember C. Brown asked if there may be several providers, and AS Director
J. Leavins replied that it will be a managed care program. City Manager Tim Bolduc
added the provider will provide services 24 hours a day. He added employee mental
health is a needed service.
Councilmember Joe Blocker asked if it would be located within the city, and AS
Director J. Leavins explained we have some employees or spouses that work outside
the area, so bigger companies could provide better service.
City Manager Tim Bolduc added that Councilmember Ryan Bullard brought the
issue to our attention, and Ryan Bullard added it is good to have local service, but the
need is for a whole approach which is able to provide assistance anywhere. He would
like to be on the selection committee to assist. City Manager Tim Bolduc said once
we get a company selected, it will come back to full Council.
Mayor JB Whitten called for action.
Motion by Councilmember Joe Blocker and seconded by Councilmember Doug
Capps to allow the city manager to negotiate with a provider for an Employee
Assistance Program.
Roll Call: Joe Blocker, Cynthia Brown, Andrew Rencich, Douglas Capps, Ryan
Bullard. All ayes. Motion carried.
11.City Clerk Report
City Clerk M. Schrader mentioned that the Code of Ordinances on the city website has
been updated through Supplement 28 and the Land Development Code, through
Supplement 1.
12.City Manager Report
City Manager Tim Bolduc invited the developer for Benchmark Crestview Commons
forward.
Marty DelleBovi, Director of Benchmark Crestview Commons, said Florida is a major
area for the company. He said he appreciated the cooperation from the city. He mentioned
COVID was a setback, but the city helped them through the process. Fallen Heroes Way
Road will open up the east/west connector. He went over some constraints with the FDOT
partnership. He is confident they will open in May. The grand opening will be held in late
June to early July.
In response to Councilmember Joe Blocker on what type of structure was included, Marty
replied it is a mix of retail stores and restaurants.
Council complimented the company on the improvements to the community.
Page 54 of 152
City Manager Tim Bolduc mentioned another project of placing a stage at Twin Hills over
the water to show movies and hold concerts. The price is about $35,000 to build the deck
and asked if Council wanted to move forward.
After discussion regarding safety, detracting from the downtown activities, the size of the
deck at 24’ x 32’, access to power for food trucks, bands, etc., City Manager Tim Bolduc
said he will do more assessment before bringing it back to the City Council.
Councilmember C. Brown asked about the biking/walking trail, and City Manager Tim
Bolduc said the connection is still in the plan.
In response to Mayor Pro-Tem A. Rencich on an update of the downtown plan, City
Manager Tim Bolduc replied he is speaking to the team on Thursday.
13.Comments from the Mayor and Council
Councilmember D. Capps attended the Military Installation Resilience Review kick-off
recently and distributed a flyer explaining the program.
Councilmember R Bullard stated the gate at Twin Hills needs to be in the budget. He
added the steep stairwell is a concern for safety. He also mentioned that he met with the
fire department and went over some highlights. He also met with Finance and water/sewer.
He added the sewer planning meeting was very informative.
Councilmember C. Brown suggested touring the wastewater treatment plant, as well and
appreciates Jacobs. She said the Cinco de Mayo event was very good adding the Bush
House is a great addition. She said the Public Service workers are doing a great job.
Councilmember Joe Blocker said the change of government should be commended. The
city has come together.
Mayor Pro-Tem A. Rencich said community involvement was great in the “Force is Strong
Week.”
City Manager T. Bolduc received consensus on signing the letter to the Governor
requesting approving the budget which includes three of our projects. He added we are
requesting the Governor to attend the Grand Opening of the Crestview Commons.
Mayor JB Whitten said the National Day of Prayer which he hosted was successful, as well
as the pet event this past weekend, which was held in conjunction with the County Health
Department. Cinco de Mayo was great. He added the city is hosting the Okaloosa League
of Cities next week at the Crossing. He added that on the 20th of May, Alex Barthe' will be
talking about the emancipation. We will host the Movie Night at the Old Spanish Hill Park
on May 27th. He added May Day and Memorial Day are coming up.
14.Comments from the Audience
David Wheeler came forward and commented on the Commons’ project stating the
economic impact helps us spend our dollars in our own community. It also brings
Page 55 of 152
employment for both retail and management. He would like to see salary increases in our
area.
15.Adjournment
Mayor JB Whitten adjourned the meeting at 6:51 p.m.
Minutes approved this __ day of __, 2023.
_____________________________________
JB Whitten
Mayor
ATTEST:
______________________
Maryanne Schrader
City Clerk
Proper notice having been duly given
Page 56 of 152
CITY OF CRESTVIEW Item # 9.1.
Staff Report
CITY COUNCIL MEETING DATE: May 22, 2023
TYPE OF AGENDA ITEM: Resolution
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Wendy Buttke, Accountant
DATE: 5/18/2023
SUBJECT: Resolution 2023-09 Budget Amendment
BACKGROUND:
The City Council adopted the Fiscal Year 2023 Operating Budget on September 21, 2022. Occasionally, it is
necessary to amend the City's budget during the course of the year if the need arises.
DISCUSSION:
In Fiscal Year 2022, Council approved various projects in the Fiscal Year 2022 budget that were not completed
at year-end. The main purpose of Budget Amendment 2023-09 is to include those incomplete projects in the
Fiscal Year 2023 budget.
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
The recommended budget amendment results in a total increase to the Fiscal Year 2023 budget by
$5,988,860. The individual accounts affected are presented in Exhibit A.
Page 57 of 152
RECOMMENDED ACTION
Staff respectfully requests City Council to approve Resolution 2023-09 - Fiscal Year 2023 Budget
Amendment.
Attachments
1. Exhibit-A
Page 58 of 152
RESOLUTION: 2023- 9
A RESOLUTION OF THE CITY OF CRESTVIEW, FLORIDA, AMENDING THE BUDGET TO
MORE ACCURATELY REFLECT REVENUES AND APPROPRIATIONS. THE AMENDMENTS
ARE THE RESULT OF VARIOUS PRIOR YEAR PROJECTS NOT COMPLETED IN FY 2022
THEREFORE ROLLING TO FY 2023, AND PROVIDING FOR AN EFFECTIVE DATE
WHEREAS, The City Council has determined that it is in the best interest of the City to amend its
budget for the fiscal year 2023; and
WHEREAS, The City's budget needs to be amended to reflect such change.
NOW THEREFORE BE IT RESOLVED that the City of Crestview of Okaloosa County, Florida that:
1. The Budget is amended to accurately reflect estimated revenues and appropriations, a copy of which
is attached hereto.
2. This resolution shall take effect immediately upon its adoption.
PASSED AND ADOPTED IN REGULAR SESSION THIS 22ND OF MAY 2023.
CITY OF CRESTVIEW, FLORIDA
________________________
JB Whitten, Mayor
Attest:
______________________________
Maryanne Schrader, City Clerk
Page 59 of 152
FUND: DEPARTMENT:
EXPENSE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-0822-522-52-00 OPERATING SUPPLIES 76,146 4,875 81,021
001-0822-522-52-01 Uniforms 56,100 179,058 235,158
LINE ITEM TOTAL---------183,933
REVENUE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-0000-389-90-01 C/F FUNDS - CASH 0 183,933 183,933
LINE ITEM TOTAL---------183,933
COMMENTS/EXPLANATION:
FUND: DEPARTMENT:Building & Facility Maintenance
EXPENSE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-2319-519-46-02 Repairs Buildings 170,252 2,243 172,495
0
0
LINE ITEM TOTAL---------2,243
REVENUE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-0000-389-90-01 C/F Funds - Cash 2,243 2,243
LINE ITEM TOTAL---------2,243
COMMENTS/EXPLANATION:
PO 223334
FUND: DEPARTMENT:IT
EXPENSE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-0416-512-52-00 Operating Supplies 134,320 21,265 155,585
LINE ITEM TOTAL---------21,265
REVENUE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-0000-389-90-01 C/F Funds - Cash 21,265 21,265
LINE ITEM TOTAL---------21,265
COMMENTS/EXPLANATION:
PO 223318
FUND: DEPARTMENT:Animal Services
EXPENSE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-1062-562-63-00 Improvements 0 11,230 11,230
LINE ITEM TOTAL---------11,230
REVENUE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-0000-389-90-01 C/F Funds - Cash 0 11,230 11,230
LINE ITEM TOTAL---------11,230
COMMENTS/EXPLANATION:
PO 222979
FUND: DEPARTMENT:Police
EXPENSE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-0721-521-52-00 Operating Supplies 71,685 13,849 85,534
001-0721-521-64-00 Equipment 241,140 2,077 243,217
0
LINE ITEM TOTAL---------15,925
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-0000-389-90-01 C/F Funds - Cash 0
LINE ITEM TOTAL---------15,925
COMMENTS/EXPLANATION:
PO 222233
PO 223308
Computer hardware not purchased.
General Fund
ACCOUNT DESCRIPTION
ACCOUNT DESCRIPTION
Security system for Animal Services not completed in FY 2022
General Fund
ACCOUNT DESCRIPTION
ACCOUNT DESCRIPTION
This PPE equipment was authorized by the City Manager on behalf of Council due to the urgency of the
purchase. Council was notified at the regular Council meeting 2/27/2023.
ACCOUNT DESCRIPTION
General
ACCOUNT DESCRIPTION
ACCOUNT DESCRIPTION
RESOLUTION NO. # 2023-09
Police vehicle upfitting and defibulators budgeted in FY 2022 but not purchased.
ACCOUNT DESCRIPTION
Council Notified @ Regular City Council Meeting February 27, 2023
Door hardware repairs not made
General Fund
ACCOUNT DESCRIPTION
ACCOUNT DESCRIPTION
1 of 4
Page 60 of 152
FUND: DEPARTMENT:Public Services Admin
EXPENSE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-0510-519-46-03 Pubic Works Admin Software 0 9,566 9,566
LINE ITEM TOTAL---------9,566
REVENUE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-0000-389-90-01 C/F Funds - Cash 2,759,111 9,566 2,768,677
LINE ITEM TOTAL---------9,566
COMMENTS/EXPLANATION:
FUND: DEPARTMENT:Streets
EXPENSE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-1141-541-63-00 Streets Improvements 834,656 399,272 1,233,928
001-1141-541-63-00 Streets Improvements 834,656 47,085 881,741
0
LINE ITEM TOTAL---------446,357
REVENUE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-0000-389-90-01 C/F Funds - Cash 2,759,111 446,357 3,205,468
LINE ITEM TOTAL---------446,357
COMMENTS/EXPLANATION:
FUND: DEPARTMENT:Streets
EXPENSE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-1141-541-64-00 Streets Equipment 363,019 35,480 398,499
001-1141-541-64-00 Streets Equipment 363,019 72,633 435,652
001-1141-541-64-00 Streets Equipment 363,019 102,932 465,951
001-1141-541-64-01 Streets Equipment 363,019 175,997 539,016
LINE ITEM TOTAL---------387,042
REVENUE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-0000-389-90-01 C/F Funds - Cash 2,759,111 2,759,111
LINE ITEM TOTAL---------387,042
COMMENTS/EXPLANATION:
PO 223086 Hot Box Trailer PO 223151 Backhoe
PO 223393 Mini Excavator PO 223185 Dump Truck
FUND: DEPARTMENT:Streets
EXPENSE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
332-1141-541-63-00 Streets Improvements 1,395,400 120,350 1,515,750
332-1141-541-63-00 Streets Improvements 1,395,400 29,068 1,424,468
332-1141-541-63-00 Streets Improvements 1,395,400 62,772 1,458,172
LINE ITEM TOTAL---------212,190
REVENUE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
332-0000-389-90-01 C/F Funds - Cash 2,759,111 212,190 2,971,301
LINE ITEM TOTAL---------212,190
COMMENTS/EXPLANATION:
PO 222378 Engineering Brookmeade PO 222625 Garden St.
PO 222330 Engineering Redstone
General
RESOLUTION NO. # 2023-09
ACCOUNT DESCRIPTION
ACCOUNT DESCRIPTION
Capital Streets Projects related to Garden St. & Brookmeade/Redstone not completed in FY 2022
ACCOUNT DESCRIPTION
This is a project carryforward from FY2022 for an approved capital expenditure that was not
completed for CMMS Software at year end. PO 222328
ACCOUNT DESCRIPTION
Capital Improvements
ACCOUNT DESCRIPTION
General
ACCOUNT DESCRIPTION
ACCOUNT DESCRIPTION
This is a project carryforward from FY2022 for an approved capital expenditure street resurfacing &
striping that was not completed at year end. PO223346 & PO 223345
General
ACCOUNT DESCRIPTION
This is a project carryforward from FY2022 for an approved capital expenditure related to streets equipment not yet purchased at YE
2 of 4
Page 61 of 152
FUND: DEPARTMENT:Sewer
EXPENSE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
332-1735-533-63-01 Improvements 2,710,000 486,892 3,196,892
332-1735-533-63-01 Improvements 2,710,000 9,663 2,719,663
332-1735-533-63-01 Improvements 2,710,000 113,245 2,823,245
332-1935-535-63-00 Improvements 4,350,000 22,373 4,372,373
332-2319-519-63-00 Improvements 722,353 14,830 737,183
332-2319-519-63-00 Improvements 722,353 12,000 734,353
LINE ITEM TOTAL---------659,003
REVENUE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
332-0000-389-90-01 C/F Funds - Cash 2,759,111 659,003 3,418,114
LINE ITEM TOTAL---------659,003
COMMENTS/EXPLANATION:PO 222829 223354
PO 223348
Wingard Property Engineering PO 221757
Brookmeade Park Project PO 223044 PO 222764 Tennis Repairs
FUND: DEPARTMENT:Sewer
EXPENSE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-0311-511-61-00 Land 75,000 26,300 101,300
0
0
LINE ITEM TOTAL---------26,300
REVENUE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-0000-389-90-01 C/F Funds - Cash 2,575,178 26,300 2,601,478
LINE ITEM TOTAL---------26,300
COMMENTS/EXPLANATION:
FUND: DEPARTMENT:Water
EXPENSE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
440-1633-533-63-00 Improvements 0 20,383 20,383
440-1633-533-63-00 Improvements 0 347,034 347,034
440-1633-533-63-00 Improvements 0 20,415 20,415
440-1633-533-64-00 Equipment 0 57,322 57,322
LINE ITEM TOTAL---------445,153
REVENUE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
440-0000-389-90-01 C/F Funds - Cash 0
LINE ITEM TOTAL---------445,153
COMMENTS/EXPLANATION:
PO 222334 Relocate PJ Adames Lines
PO 223349 Antioch Tank
FUND: DEPARTMENT:Sewer
EXPENSE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
440-1735-533-46-00 Repairs & Maintenance 135,500 16,281 151,781
440-1735-533-63-00 Improvements 0 100,000 100,000
440-1735-533-52-00 Operating Supplies 45,000 2,140
440-1735-533-64-00 Equipment 39,797 71,313 111,110
LINE ITEM TOTAL---------189,734
REVENUE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
440-0000-389-90-01 C/F Funds - Cash 0
LINE ITEM TOTAL---------189,734
COMMENTS/EXPLANATION:
PO 223184 125HP Pump Rebuild
PO 222333 Lloyd St. Suction Pipe
Capital Improvements
RESOLUTION NO. # 2023-09
ACCOUNT DESCRIPTION
ACCOUNT DESCRIPTION
ACCOUNT DESCRIPTION
Capital Improvements
ACCOUNT DESCRIPTION
ACCOUNT DESCRIPTION
Vinyard Village expendiures not completed in FY 2022 PO 223047
Utility
Capital projects related to Foxwood Master
lift, budgeted in FY 2022 Not Completed.
Pump rebuild, Llyod St. suction pipe & sewer bypass pump projects not completed. As well as manhole covers not purchased.
PO 222782 Manhole Repair
PO 223237 Sewer Bypass Pump
PO 223111 Water Line Stop Equipment
PO 222785 Arena Road Utility Relocation
ACCOUNT DESCRIPTION
ACCOUNT DESCRIPTION
Utility
ACCOUNT DESCRIPTION
Antioch water tank & utility relocation projects from FY2022 not yet completed.
3 of 4
Page 62 of 152
FUND: DEPARTMENT:Wastewater
EXPENSE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
440-1935-535-63-00 Improvements 2,447 2,447
440-1935-535-63-00 Improvements 34,340 34,340
440-1935-535-63-00 Improvements 325,449 325,449
LINE ITEM TOTAL---------362,236
REVENUE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
440-0000-389-90-01 C/F Funds 0 362,236 362,236
LINE ITEM TOTAL---------362,236
COMMENTS/EXPLANATION:
PO 222314 Lloyd St. Valve Project PO 223352 RIB 6 Prelim
PO 222621 Solids Handling Improvements
FUND: DEPARTMENT:Wastewater
EXPENSE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
440-1935-535-63-00 Improvements 0 273,000 273,000
440-1935-535-63-00 Improvements 0 3,963,177 3,963,177
0
LINE ITEM TOTAL---------4,236,177
REVENUE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
440-0000-389-90-01 C/F Funds 0
LINE ITEM TOTAL---------4,236,177
COMMENTS/EXPLANATION:
PO 223353 RIB 6 Engineering
PO 222376 Solids Handling Improvements
FUND: DEPARTMENT:Fire
EXPENSE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-0822-522-52.00 Operating Supplies 76,146 33,994 110,140
001-0822-522-52-01 Uniforms 56,100 10,342 66,442
001-0822-522-63-00 Improvements 1,307,996 56,359 1,364,355
LINE ITEM TOTAL---------100,695
REVENUE BUDGET CURRENT BUDGET INC/DECREASE REVISED BUDGET
ACCOUNT NUMBER AMOUNT AMOUNT AMOUNT
001-0000-389-90-01 C/F Funds - Cash 100,695 100,695
LINE ITEM TOTAL---------100,695
COMMENTS/EXPLANATION:
PO 222356 SCBA PO 223138 Fire Tower
PO 222761 Uniforms
Utility
ACCOUNT DESCRIPTION
ACCOUNT DESCRIPTION
ACCOUNT DESCRIPTION
RESOLUTION NO. # 2023-09
Uniforms and SCBA bottles not purchased in FY 2022.
ACCOUNT DESCRIPTION
Utility
Lloyd St. Valce, Solids Handling Improvements & RIB 6 Design Not Completed.
ACCOUNT DESCRIPTION
General Fund
ACCOUNT DESCRIPTION
Solids handling improvements & RIB 6 engineering not completed.
4of 4
Page 63 of 152
CITY OF CRESTVIEW Item # 9.2.
Staff Report
CITY COUNCIL MEETING DATE: May 22, 2023
TYPE OF AGENDA ITEM: Action Item
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Barry Henderson, Development Services Director, Nicholas Schwendt, Senior Planner
DATE: 5/18/2023
SUBJECT: Resolution 2023-10 Adoption of the Local Housing Assistance Plan
BACKGROUND:
In 1992, the Florida Legislature adopted the William Sadowski Affordable Housing Act, creating the State
Housing Initiatives Partnership (SHIP) Program to expand affordable housing resources in the state. Previously,
the City did not collect its allocation for SHIP funding, and it was deferred to Okaloosa County. As the City
pursues the goal of improving the minimum housing standards for our citizens through code enforcement and
blight removal, we see great value in programs that will assist homeowners and developers in purchasing,
building, or rehabilitating housing that is considered affordable.
DISCUSSION:
In late January of 2023, Florida Housing Finance Corporation (FHFC) staff contacted City staff, spurring a
discussion regarding eligibility for SHIP funding. After FHFC staff determined that we were eligible for the
program, we began working with them to develop the necessary plans, exhibits, resolutions, and ordinances
pertaining to our implementation of the SHIP program. FHFC staff has conditionally approved our Local
Housing Assistance Plan, which is attached, and it is now necessary for the plan to be adopted by Council via
this resolution.
The Resolution and Plan both use rigid templates and language required by the State. Our plan includes
programs to assist in owner-occupied rehabilitation, purchase assistance, disaster recovery, construction of new
single family housing units, and construction of affordable housing units. The programs within this plan will
allow the City to assist in the creation of new affordable housing opportunities, as well as assist in increasing
homeownership among low- to moderate- income persons and households.
GOALS & OBJECTIVES
This item is consistent with the goals in A New View Strategic Plan 2020 as follows;
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
Opportunity- Promote an environment that encourages economic and educational opportunity
Community Culture- Develop a specific identity for Crestview
FINANCIAL IMPACT
The adoption of this plan will allow the City to receive SHIP funds from the State for use in affordable housing
assistance.
Page 64 of 152
RECOMMENDED ACTION
Staff respectfully requests a motion to adopt Resolution 2023-10.
Attachments
1. Attachment 1 - City of Crestview LHAP
Page 65 of 152
RESOLUTION: 2023- 10
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CRESTVIEW FLORIDA APPROVING THE LOCAL HOUSING
ASSISTANCE PLAN AS REQUIRED BY THE STATE HOUSING
INITIATIVES PARTNERSHIP PROGRAM ACT, SUBSECTIONS
420.907-420.9079, FLORIDA STATUTES;AND RULE CHAPTER 67-37,
FLORIDA ADMINISTRATIVE CODE; AUTHORIZING AND
DIRECTING THE MAYOR TO EXECUTE ANY NECESSARY
DOCUMENTS AND CERTIFICATIONS NEEDED BY THE STATE;
AUTHORIZING THE SUBMISSION OF THE LOCAL HOUSING
ASSISTANCE PLAN FOR REVIEW AND APPROVAL BY THE
FLORIDA HOUSING FINANCE CORPORATION; AND PROVIDING AN
EFFECTIVE DATE.
WHEREAS, the State of Florida enacted the William E. Sadowski Affordable Housing Act, Chapter 92-317
of Florida Sessions Laws, allocating a portion of documentary stamp taxes on deeds to local governments for
the development and maintenance of affordable housing;
WHEREAS, the State Housing Initiatives Partnership (SHIP) Act, ss. 420.907-420.9079, Florida Statutes
(1992), and Rule Chapter 67-37, Florida Administrative Code, requires local governments to develop a one- to
three-year Local Housing Assistance Plan outlining how funds will be used;
WHEREAS, the SHIP Act requires local governments to establish the maximum SHIP funds allowable for each
strategy;
WHEREAS, the SHIP Act further requires local governments to establish an average area purchase price for
new and existing housing benefiting from awards made pursuant to the Act; The methodology and purchase
prices used are defined in the attached Local Housing Assistance Plan;
WHEREAS, as required by section 420.9075, F.S. It is found that 5 percent of the local housing distribution plus
5 percent of program income is insufficient to adequately pay the necessary costs of administering the local
housing assistance plan. The cost of administering the program may not exceed 10 percent of the local housing
distribution plus 5% of program income deposited into the trust fund, except that small counties, as defined in s.
120.52(19), and eligible municipalities receiving a local housing distribution of up to $350,000 may use up to 10
percent of program income for administrative costs;
WHEREAS, the staff has prepared a three-year Local Housing Assistance Plan for submission to the Florida
Housing Finance Corporation;
WHEREAS, the City Council finds that it is in the best interest of the public for the City of Crestview to submit
the Local Housing Assistance Plan for review and approval so as to qualify for said documentary stamp tax funds;
and
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF CRESTVIEW, FLORIDA, AS
FOLLOWS:
SECTION 1 – The City Council of the City of Crestview hereby approves the Local Housing Assistance Plan,
as attached and incorporated hereto for submission to the Florida Housing Finance Corporation as required by
ss. 420.907-420-9079, Florida Statutes, for fiscal years 2023-2024, 2024-2025, 2025-2026.
SECTION 2 – The Mayor, City Manager, or designee is hereby designated and authorized to execute any
documents and certifications required by the Florida Housing Finance Corporation as related to the Local
Page 66 of 152
Housing Assistance Plan, and to do all things necessary and proper to carry out the term and conditions of said
program.
SECTION 3 – This resolution shall take effect immediately upon its adoption.
Passed and adopted by the City Council of Crestview, Florida on the ____ day of __________, 2023.
ATTEST:
_____________________________________
Maryanne Schrader
City Clerk
Approved by me this ____ day of __________, 2023.
______________________________________
J. B. Whitten
Mayor
Page 67 of 152
SHIP LHAP Template 2016-001
[eff. Date 7/1/2023]
1
City of Crestview
SHIP LOCAL HOUSING ASSISTANCE PLAN (LHAP)
2023-2024, 2024-2025, 2025-2026
Page 68 of 152
SHIP LHAP Template 2016-001
[eff. Date 7/1/2023]
2
Table of Contents
Description Page #
Section I, Program Details 3
Section II, Housing Strategies 7
A. Owner Occupied Rehabilitation 7
B. Purchase Assistance 8
C. Disaster Recovery 9
D. New Construction – Homeowner Housing Construction 10
E. Rental Development 12
Section III, Incentive Strategies 14
A. Owner Occupied Rehabilitation 14
B. Ongoing Review Process 14
Exhibits 14
A. Administrative Budget for each fiscal year covered in the Plan
B. Timeline for Estimated Encumbrance and Expenditure
C. Housing Delivery Goals Chart (HDGC) For Each Fiscal Year
Covered in the plan
D. Signed LHAP Certification
E. Signed, dated, witnessed or attested adopting resolution
F. Ordinance: (If changed from the original creating ordinance)
I. Program Details:
A. LG(s)
Name of Local Government City of Crestview
Does this LHAP contain an interlocal agreement? No
If yes, name of other local government(s) N/A
B. Purpose of the program:
• To meet the housing needs of the very low, low and moderate-income households;
• To expand production of and preserve affordable housing; and
• To further the housing element of the local government comprehensive plan specific to affordable housing.
Page 69 of 152
SHIP LHAP Template 2016-001
[eff. Date 7/1/2023]
3
C. Fiscal years covered by the Plan: 2023-2024, 2024-2025, 2025-2026
D. Governance: The SHIP Program is established in accordance with Section 420.907-9079, Florida Statutes and
Chapter 67-37, Florida Administrative Code. Cities and Counties must be in compliance with these applicable
statutes, rules and any additional requirements as established through the Legislative process.
E. Local Housing Partnership: The SHIP Program encourages building active partnerships between government,
lending institutions, builders and developers, not-for-profit and community-based housing providers and
service organizations, providers of professional services related to affordable housing, advocates for low-
income persons, real estate professionals, persons or entities that can provide housing or support services
and lead agencies of the local continuums of care.
F. Leveraging: The Plan is intended to increase the availability of affordable residential units by combining local
resources and cost saving measures into a local housing partnership and using public and private funds to
reduce the cost of housing. SHIP funds may be leveraged with or used to supplement other Florida Housing
Finance Corporation programs and to provide local match to obtain federal housing grants or programs.
G. Public Input: Public input was solicited through face to face meetings with housing providers, social service
providers and local lenders and neighborhood associations. Public input was solicited through the local
newspaper in the advertising of the Local Housing Assistance Plan and the Notice of Funding Availability.
H. Advertising and Outreach: SHIP funding availability shall be advertised in a newspaper of general circulation
and periodicals serving ethnic and diverse neighborhoods, at least 30 days before the beginning of the
application period. If no funding is available due to a waiting list, no notice of funding availability is required.
I. Waiting List/Priorities: A waiting list will be established when there are eligible applicants for strategies that
no longer have funding available. Those households on the waiting list will be notified of their status.
Applicants will be maintained in an order that is consistent with the time completed applications were
submitted as well as any established funding priorities as described in this plan.
The following priorities for funding (very low income, Special Needs, etc.) described/listed here apply to all
strategies unless otherwise stated in an individual strategy in Section II:
All strategies will serve persons and households meeting the definition of Special Needs first. After Special
Needs requirements are met, applications will be assisted for each strategy to meet the very low and low
income set-asides. Once all set-asides have been met applications will be assisted for essential services
personnel.
J. Discrimination: In accordance with the provisions of ss.760.20-760.37, it is unlawful to discriminate on the
basis of race, color, religion, sex, national origin, age, handicap, or marital status in the award application
process for eligible housing.
K. Support Services and Counseling: Support services are available from various sources. Available support
services may include, but are not limited to: Homeownership Counseling (Pre and Post), Credit Counseling,
Tenant Counseling, Foreclosure Counseling and Transportation.
Page 70 of 152
SHIP LHAP Template 2016-001
[eff. Date 7/1/2023]
4
L. Purchase Price Limits: The sales price or value of new or existing eligible housing may not exceed 90% of the
average area purchase price in the statistical area in which the eligible housing is located. Such average area
purchase price may be that calculated for any 12-month period beginning not earlier than the fourth calendar
year prior to the year in which the award occurs. The sales price of new and existing units, which can be
lower but may not exceed 90% of the average area purchase price established by the U.S. Treasury
Department or as described above.
The methodology used is:
U.S. Treasury Department X
Local HFA Numbers
M. Income Limits, Rent Limits and Affordability: The Income and Rent Limits used in the SHIP Program are
updated annually by the Department of Housing and Urban Development and posted at
www.floridahousing.org.
“Affordable” means that monthly rents or mortgage payments including taxes and insurance do not exceed
30 percent of that amount which represents the percentage of the median annual gross income for the
households as indicated in Sections 420.9071, F.S. However, it is not the intent to limit an individual
household’s ability to devote more than 30% of its income for housing, and housing for which a household
devotes more than 30% of its income shall be deemed Affordable if the first institutional mortgage lender is
satisfied that the household can afford mortgage payments in excess of the 30% benchmark and in the case
of rental housing does not exceed those rental limits adjusted for bedroom size.
N. Welfare Transition Program: Should an eligible sponsor be used, a qualification system and selection criteria
for applications for Awards to eligible sponsors shall be developed, which includes a description that
demonstrates how eligible sponsors that employ personnel from the Welfare Transition Program will be given
preference in the selection process.
O. Monitoring and First Right of Refusal: In the case of rental housing, the staff and any entity that has
administrative authority for implementing the local housing assistance plan assisting rental developments
shall annually monitor and determine tenant eligibility or, to the extent another governmental entity provides
periodic monitoring and determination, a municipality, county or local housing financing authority may rely
on such monitoring and determination of tenant eligibility. However, any loan or grant in the original amount
of $10,000 or less shall not be subject to these annual monitoring and determination of tenant eligibility
requirements. Tenant eligibility will be monitored annually for no less than 15 years or the term of assistance
whichever is longer unless as specified above. Eligible sponsors that offer rental housing for sale before 15
years or that have remaining mortgages funded under this program must give a first right of refusal to eligible
nonprofit organizations for purchase at the current market value for continued occupancy by eligible persons.
P. Administrative Budget: A line-item budget is attached as Exhibit A. The City of Crestview finds that the
moneys deposited in the local housing assistance trust fund are necessary to administer and implement the
local housing assistance plan.
Section 420.9075 Florida Statute and Chapter 67-37, Florida Administrative Code, states: “A county or an
Page 71 of 152
SHIP LHAP Template 2016-001
[eff. Date 7/1/2023]
5
eligible municipality may not exceed the 5 percent limitation on administrative costs, unless its governing
body finds, by resolution, that 5 percent of the local housing distribution plus 5 percent of program income is
insufficient to adequately pay the necessary costs of administering the local ho using assistance plan.”
Section 420.9075 Florida Statute and Chapter 67-37, Florida Administrative Code, further states: “The cost
of administering the program may not exceed 10 percent of the local housing distribution plus 5 percent of
program income deposited into the trust fund, except that small counties, as defined in s. 120.52(19), and
eligible municipalities receiving a local housing distribution of up to $350,000 may use up to 10 percent of
program income for administrative costs.” The applicable local jurisdiction has adopted the above findings in
the resolution attached as Exhibit E.
Q. Program Administration: Administration of the local housing assistance plan will be performed by:
Entity Duties Admin. Fee
Percentage
Local Government All Administrative Duties 10%
Third Party Entity/Sub-recipient
R. First-time Homebuyer Definition: For any strategies designed for first-time homebuyers, the following
definition will apply: An individual who has had no ownership in a principal residence during the 3-year period
ending on the date of purchase of the property. This includes a spouse (if either meets the above test, they are
considered first-time homebuyers). A single parent who has only owned a home with a former spouse while
married. An individual who is a displaced homemaker and has only owned with a spouse. An individual who
has only owned a principal residence not permanently affixed to a permanent foundation in accordance with
applicable regulations. An individual who has only owned a prop erty that was not in compliance with state,
local or model building codes and which cannot be brought into compliance for less than the cost of
constructing a permanent structure.
S. Project Delivery Costs: Crestview will charge a reasonable project delivery cost to cover inspections, such as
after-hours or third-party inspections, that are performed by non-city employees for owner occupied
rehabilitation applicants only. The delivery cost will not exceed 5% of each total project cost and will be
included in the amount of the recorded mortgage and note.
T. Essential Service Personnel Definition (ESP): ESP includes teachers and educators, other school district,
community college, and university employees, police and fire personnel, health care personnel, and skilled
building trades personnel.
U. Describe efforts to incorporate Green Building and Energy Saving products and processes: Crestview will,
when economically feasible, employ the following Green Building requirements on rehabilitation projects:
a. Low or No-VOC paint for all interior walls (Low-VOC means 50 grams per liter or less for flat paint; 150
grams per liter or less for non-flat paint;
b. Low-flow water fixtures in bathrooms – WaterSense labeled products or the following specifications:
i. Toilets: 1.6 gallons/flush or less,
ii. Faucets: 1.5 gallons/minute or less,
iii. Showerheads: 2.2 gallons/minute or less;
Page 72 of 152
SHIP LHAP Template 2016-001
[eff. Date 7/1/2023]
6
c. Air conditioning: Minimum SEER of 14. Packaged units are allowed in studios and one-bedroom units with
a minimum of 11.7 EER.
V. Describe efforts to meet the 20% Special Needs set-aside: The Special Needs set-aside will be met through all
strategies, with particular attention given to the Owner Occupied Rehabilitation strategy to provide the
opportunity for owner occupants to remain independent in their homes and maintain homeownership. The
City will perform outreach to and partner with social service agencies serving the designated special needs
populations to achieve the special needs set-aside.
Persons with special needs, as defined in F.S. 420.0004(13) means, “an adult requiring independent living
services in order to maintain housing or develop independent living skills and who has a disabling condition; a
young adult formerly in foster care who is eligible for services under F.S. 409.1451(5); a survivor of domestic
violence as defined in F.S. 741.28; or a person receiving benefits under the Social Security Disability Insurance
(SSDI) program, the Supplemental Security Income (SSI) program, or from veterans disability benefits.
W. Describe efforts to reduce homelessness: The City partners with, and refers homeless persons to, local
agencies and the local Continuum of Care for assistance and placement of persons and households in stable
rental housing.
Under the Rental Development strategy, the City will seek set-asides of units specifically for homeless
households, or households transitioning out of homelessness. The Owner Occupied Rehabilitation and
Disaster Recovery strategies will assist in maintaining stable households that would otherwise be at-risk of
becoming homeless.
Section II. LHAP Strategies:
A. Owner Occupied Rehabilitation Code 3
a. Summary: Funds will be awarded to repair owner occupied homes to alleviate code violations,
health hazards and life and safety issues.
b. Fiscal Years Covered: 2023-2024, 2024-2025, 2025-2026
c. Income Categories to be served: Very low, low and moderate
d. Maximum award: $30,000.00
e. Terms:
1. Repayment loan/deferred loan/grant: Deferred payment loan secured by a note and mortgage.
2. Interest Rate: 0%
3. Years in loan term: 5
4. Forgiveness: Loan will be forgiven at a rate of 20% per year of the term.
5. Repayment: None required as long as the loan is in good standing.
6. Default: For all awards, a default will be determined as: sale, transfer, or conveyance of property;
Page 73 of 152
SHIP LHAP Template 2016-001
[eff. Date 7/1/2023]
7
conversion to another use; failure to maintain standards for compliance as required by any of the
funding sources.
If the home is foreclosed on by a superior mortgage holder, the City will make an effort to recapture
funds through the legal process, if it is determined that adequate funds may be available to justify
pursuing a repayment after assessing the value of the property.
In cases where the qualifying homeowner(s) die(s) during the loan term, the outstanding balance of
the loan will be due and payable unless an heir meets the eligibility criteria, occupy, and fulfills the
loan’s terms and conditions.
If any of these occur, the outstanding balance will be due and payable.
f. Recipient Selection Criteria: Applicants will be ranked for assistance based on a first-qualified, first-served
basis with the priorities for Special Needs, income groups, and then Essential Services Personnel as
described in Section I. (I) of this plan.
g. Sponsor Selection Criteria: N/A
h. Additional Information: Mobile and manufactured homes are not eligible.
B. Purchase Assistance Code 2
a. Summary: Funds will be awarded for down payment and/or closing costs for new and existing
homes.
b. Fiscal Years Covered: 2023-2024, 2024-2025, 2025-2026
c. Income Categories to be served: Very low, low and moderate
d. Maximum award: Maximum award amount shall be as follows, based on income category of applicant:
Income Category Maximum Award
Very Low $40,000.00
Low $30,000.00
Moderate $20,000.00
e. Terms:
1. Repayment loan/deferred loan/grant: Deferred payment loan secured by a note and mortgage
2. Interest Rate: 0%
3. Years in loan term: 10
4. Forgiveness: Loan will be forgiven at the end of the term
5. Repayment: None required as long as the loan is in good standing
6. Default: For all awards, a default will be determined as: sale, transfer, or conveyance of property;
Commented [RF1]: Is this strategy limited
to first-time homebuyers only?
Commented [SN2R1]: This strategy is not
limited to first-time homebuyers.
Page 74 of 152
SHIP LHAP Template 2016-001
[eff. Date 7/1/2023]
8
conversion to another use; failure to maintain standards for compliance as required by any of the
funding sources.
If the home is foreclosed on by a superior mortgage holder, the City will make an effort to recapture
funds through the legal process, if it is determined that adequate funds may be available to justify
pursuing a repayment after assessing the value of the property.
In cases where the qualifying homeowner(s) die(s) during the loan term, the outstanding balance of
the loan will be due and payable unless an heir meets the eligibility criteria, occupy, and fulfills the
loan’s terms and conditions.
If any of these occur, the outstanding balance will be due and payable.
f. Recipient/Tenant Selection Criteria: Applicants will be ranked for assistance based on a first-qualified,
first-served basis with the priorities for Special Needs, income groups, and then Essential Services
Personnel as described in Section I. (I) of this plan.
g. Sponsor Selection Criteria: N/A
h. Additional Information: Loan will be awarded in the amount of money required in order to allow the
homebuyer to qualify. The maximum will not be awarded in all cases.
Mobile Homes are not eligible.
C. Disaster Recovery Code 5, 16
a. Summary: The Disaster Strategy aids households in the aftermath of a disaster as declared by the
President of the United States or Governor of the State of Florida. This strategy will only be funded and
implemented in the event of a disaster using any funds that have not yet been encumbered or with
additional disaster funds allocated by Florida Housing Finance Corporation. SHIP disaster funds may be
used for items such as, but not limited to:
1. Purchase of emergency supplies for eligible households to weatherproof damaged homes;
2. Interim repairs to avoid further damage; tree and debris removal required to make the individual
housing unit habitable;
3. Construction of wells or repair of existing wells where public water is not available;
4. Payment of insurance deductibles for rehabilitation of homes covered under homeowners’
insurance policies;
5. Security deposit for eligible recipients displaced from their homes due to disaster;
6. Rental assistance for eligible recipients displaced from their homes due to disaster.
7. Temporary rent and utility payments for up to 12 months for eligible tenants
8. Temporary mortgage and utility payments for up to 12 months for eligible homeowners
9. Strategies included in the approved LHAP that benefit applicants directly affected by the declared
disaster.
10. Other activities as proposed by the counties and eligible municipalities and approved by Florida
Housing.
Page 75 of 152
SHIP LHAP Template 2016-001
[eff. Date 7/1/2023]
9
b. Fiscal Years Covered: 2023-2024, 2024-2025, 2025-2026
c. Income Categories to be served: Very Low, Low, and Moderate
d. Maximum award: $10,000.00
e. Terms:
1. Repayment loan/deferred loan/grant: Grant
2. Interest Rate: N/A
3. Years in loan term: N/A
4. Forgiveness: N/A
5. Repayment: N/A
6. Default: N/A
f. Recipient/Tenant Selection Criteria: Recipient/Tenant Selection Criteria: Applicants will be ranked for
assistance on a first qualified, first served basis, with priority for very low and low income households.
g. Sponsor Selection Criteria: N/A
h. Additional Information: If homeowner is insured, proceeds from the insurance must be used first before
SHIP funds, except for the payment of the deductible.
Funds for disaster repairs will only be allocated from unencumbered funds or additional funds awarded
through Florida Housing Finance Corporation for the disaster.
D. New Construction – Homeowner Housing Construction Code 10
Summary: Funds will be awarded to eligible sponsors for new home construction.
SHIP funds may be awarded to a developer as a construction loan. The developer will construct the
home and market to potential buyers. SHIP eligible costs include site acquisition, site development,
replacement housing and new home construction.
b. Fiscal Years Covered: 2023-2024, 2024-2025, 2025-2026
c. Income Categories to be served: Very Low, Low and Moderate
d. Maximum award: $150,000 developer construction loan per unit A portion of this will be repaid to the
City, another portion will pay for a developer’s fee, and up to $50,000 will be passed on to the buyer as a
deferred payment loan.
Commented [RD3]: How much can be passed
through?
Commented [SN4R3]: Clarification added
Page 76 of 152
SHIP LHAP Template 2016-001
[eff. Date 7/1/2023]
10
e. Terms:
1. Sponsor:
a. Repayment loan/deferred loan/grant: Deferred loan secured with a note and mortgage.
b. Interest Rate: 0%
c. Years in loan term: 18 months from initial contract.
d. Forgiveness: N/A
e. Repayment: Loan must be repaid upon the sale of individual homes to eligible homebuyer.
f. Default: If any of the homes are not sold to qualified eligible homebuyers as determined and
approved by the City within six (6) months after the final certificate of occupancy is issued, the
developer or contractor will be required to repay the City the full amount of the City’s investment
for the construction of the home. When the home is sold to qualified, eligible homebuyers as
determined and approved by the City within six (6) months after the final certificate of occupancy
is issued, the Sponsor and Title Agent shall coordinate the loan closing with lender and closing
agent to ensure the transfer of title from developer to homebuyer.
2. Homebuyer:
a. Repayment loan/deferred loan/grant: Deferred loan secured with a note and mortgage.
b. Interest Rate: 0%
c. Years in loan term: 15 years.
d. Forgiveness: The loan is forgiven at the end of the fifteen (15) year period.
e. Repayment: None required as long as the loan is in good standing.
f. Default: For all awards, a default will be determined as: sale, transfer, or conveyance of property;
conversion to another use; failure to maintain standards for compliance as required by any of the
funding sources.
If the home is foreclosed on by a superior mortgage holder, the City will make an effort to
recapture funds through the legal process, if it is determined that adequate funds may be
available to justify pursuing a repayment after assessing the value of the property.
In cases where the qualifying homeowner(s) die(s) during the loan term, the outstanding balance
of the loan will be due and payable unless an heir meets the eligibility criteria, occupy, and fulfills
the loan’s terms and conditions.
If any of these occur, the outstanding balance will be due and payable.
f. Recipient Selection Criteria: Applicants will be ranked for assistance based on a first-qualified, first-served
basis with the priorities for Special Needs, income groups, and then Essential Services Personnel as
described in Section I. (I) of this plan.
g. Sponsor Selection Criteria: Selection of a developer and/or sponsor will be based upon the procurement
requirements of the City of Crestview Purchasing Manual, based on the project cost. Selection Criteria will
include:
1. Locally-based non-profit and for-profit with an expertise in affordable single family housing
construction and marketing units to very low income families
Commented [RD5]: We really prefer the
Sponsor terms in a section then the
homebuyer terms. It’s much cleaner that
way.
Commented [SN6R5]: Fixed.
Commented [RD7]: Better to say a specific
time (18-24 months) from initial
contract.
Commented [SN8R7]: Completed
Commented [RD9]: Need a copy or link to
this document.
Commented [SN10R9]: Provided separately to
Robert via email.
Page 77 of 152
SHIP LHAP Template 2016-001
[eff. Date 7/1/2023]
11
2. Previous experience of the organization
3. Amount leveraged funding the organization provides to the project
4. The financial capacity of the organization
5. Documentation of the agency’s employment or planned employment of personnel from the Welfare
Transition Program shall result in a priority for award of SHIP funds assuming the agency
demonstrates capacity to implement the subject SHIP activity
Proposals will be evaluated by city planning staff or a committee comprised of city representatives to
determine the agency or organization that will implement the strategy, in accordance with the City of
Crestview Purchasing Manual. Final selection and contract approval will be provided in accordance with
the City of Crestview Purchasing Manual. The developer/sponsor selected may participate for the full
three-year LHAP period.
h. Additional Information: Eligible costs will include infrastructure expenses typically paid by the developer
including, but not limited to, streets, roadways, parking areas, sidewalks, pathways, walkways, storm-
drainage systems, sanitary sewer systems, water supply systems, water mains, connections, hydrants,
meters, utility hookups and utility easements for telephone, cable, electric lines, and rights-of-way, and
street lighting. Infrastructure expenses must be on-site and must be directly related to the housing being
assisted with SHIP funds.
SHIP may pay for all soft costs associated with the development including, but not limited to, preliminary
and Final Plat Review, Engineering Service Charges, Recording Fees, Site Plan Review Fees, Minor Review
Fees, Surface Water License, Permit to Construct in Right-of-Way, Sewer and Water Installation Fee,
Sewer and Water Plan Review, Wastewater License, Building Permits, Road Construction Agreement
Review, Traffic Study/Action Plan Review, Environmental Impact Review, Surface Water Permit, Land Use
Amendment Review, Septic Tank Permit, and Well Permit, Payment of Impact Fees.
SHIP may pay for hard costs typically or customarily treated as construction costs by institutional lenders
or any other reasonable hard costs associated or involved with the development and or construction
process.
E. Rental Development Code 14, 21
a. Summary: Funds will be awarded to eligible sponsors for the development of affordable rental housing
or special needs housing for eligible persons through acquisition of property and new construction of,
and/or rehabilitation/redevelopment of existing rental units.
b. Fiscal Years Covered: 2023-2024, 2024-2025, 2025-2026
c. Income Categories to be served: Very low, low and moderate
d. Maximum award: $100,000 per unit.
e. Terms:
Page 78 of 152
SHIP LHAP Template 2016-001
[eff. Date 7/1/2023]
12
1. Repayment loan/deferred loan/grant: Deferred payment loan secured by Mortgage and Note or Deed
Restriction.
2. Interest Rate: 0%
3. Years in loan term: 15 year minimum on all projects, and 20 year minimum on any new construction
project co-funded with local HOME funds. A longer term may be considered if specifically required by
HUD, FHFC, USDA Rural Development or other primary lender as a condition of project financing.
4. Forgiveness: As defined in the applicable mortgage and note. For deferred payment loans, a portion
of the loan will be forgiven as follows provided the project is not in default of program requirements:
15 Year Loan 20 Year Loan
Years 0-4: No forgiveness Years 0-4: No forgiveness
Years 5-9: 25% Years 5-9: 25%
Years 10-14: 25% Years 10-14: 25%
Year 15: 50% Years 15-19: 25%
Year 20: 25%
5. Repayment: None required as long as the loan is in good standing.
6. Default: As defined in the applicable mortgage and note or deed restriction, recapture of the
outstanding loan balance of SHIP funds invested is required upon default. A default is the sale,
transfer or conveyance of the property prior to term expiration; conversion to a non-approved use;
failure to maintain standards for compliance as required by funding sources, including income
eligibility or tenants and rent limits. The sale of properties assisted with SHIP funds shall require
approval from the city council and shall be acceptable (without repayment) only if the subsequent
owner(s) agree to meet any remaining rental, occupancy and affordability obligations established in
the development agreement, mortgage and note, or deed restriction.
f. Recipient/Tenant Selection Criteria: Recipient/Tenant Selection Criteria: Applicants will be ranked for
assistance based on a first-qualified, first-served basis with the priorities for Special Needs, income
groups, and then Essential Services Personnel as described in Section I. (I) of this plan.
g. Sponsor Selection Criteria: Sponsor Selection Criteria: Selection of a developer and/or sponsor will be
based upon the procurement requirements of the City of Crestview Purchasing Manual, based on the
project cost. Selection Criteria will include:
1. Locally-based non-profit and for-profit with an expertise in affordable single family housing
construction and marketing units to very low income families
2. Previous experience of the organization
3. Amount leveraged funding the organization provides to the project
4. The financial capacity of the organization
5. Priority may be given to developments that serve targeted populations such as homeless persons,
veterans, elderly households, or special needs households as defined in Section I.
6. Documentation of the agency’s employment or planned employment of personnel from the Welfare
Transition Program shall result in a priority for award of SHIP funds assuming the agency
demonstrates capacity to implement the subject SHIP activity
Commented [RD11]: No grant allowed in this
strategy.
Commented [SN12R11]: Corrected.
Page 79 of 152
SHIP LHAP Template 2016-001
[eff. Date 7/1/2023]
13
Proposals will be evaluated by city planning staff or a committee comprised of city representatives to
determine the agency or organization that will implement the strategy, in accordance with the City of
Crestview Purchasing Manual. Final selection and contract approval will be provided in accordance with
the City of Crestview Purchasing Manual. The developer/sponsor selected may participate for the full
three-year LHAP period. Selection of a developer and/or sponsor will be based upon responses to an
advertised request for proposal.
h. Additional Information:
Eligible sponsors that offer rental housing for sale which have remaining mortgages funded under this
program must give a first right of refusal to eligible nonprofit organizations for purchase at the current
market value for continued occupancy by eligible persons.
III. LHAP Incentive Strategies
In addition to the required Incentive Strategy A and Strategy B, include all adopted incentives with the
policies and procedures used for implementation as provided in Section 420.9076, F.S.:
A. Name of the Strategy: Expedited Permitting
Permits as defined in s. 163.3177 (6) (f) (3) for affordable housing
projects are expedited to a greater degree than other projects.
The city’s Community Development Services Department policy allows for expedited affordable housing
projects to the greatest extent possible, while meeting all local, state and federal regulations.
B. Name of the Strategy: Ongoing Review Process
An ongoing process for review of local policies, ordinances, regulations and plan
provisions that increase the cost of housing prior to their adoption.
The city shall route to the Affordable Housing Advisory Committee for review and comment any proposed
policy, ordinance, regulation or plan provisions that could affect the affordability of housing no less than
thirty (30) days prior to the first public hearing of any said policy ordinance, regulation or plan provision.
C. Other Incentive Strategies Adopted: N/A
IV. EXHIBITS:
A. Administrative Budget for each fiscal year covered in the Plan.
B. Timeline for Estimated Encumbrance and Expenditure.
C. Housing Delivery Goals Chart (HDGC) For Each Fiscal Year Covered in the plan.
D. Signed LHAP Certification.
Commented [RF13]: There’s no mention of
monitoring or right of first refusal.
Commented [RD14R13]: Please add language
regarding sale of development requiring
right of first refusal.
Commented [SN15R13]: Information regarding
right of refusal added. General
monitoring information for rental
development also found in Section I. O.
Page 80 of 152
SHIP LHAP Template 2016-001
[eff. Date 7/1/2023]
14
E. Signed, dated, witnessed or attested adopting resolution.
F. Ordinance.
Page 81 of 152
CITY OF CRESTVIEW Item # 9.3.
Staff Report
CITY COUNCIL MEETING DATE: May 22, 2023
TYPE OF AGENDA ITEM: Action Item
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Anthony Holland, Fire Chief, Gina Toussaint, Finance Director
DATE: 5/18/2023
SUBJECT: Resolution 2023-11 Fire Truck Lease Agreement
BACKGROUND:
At the February 27, 2023 meeting, the Council was asked to secure pricing for two additional fire engines. The
vendor needed the City's lease commitment to protect the cost. The council approved moving forward with this
commitment.
DISCUSSION:
In May, 2016, the City entered into a lease agreement with PNC Equipment Finance, LLC (PNC) for the
purchase of two fire engines. The final lease payment will be made in June, 2023. The new purchase would
also be a lease through PNC. The total amount for the equipment is $1,604,093.66. This includes $200,000.00
for additional equipment to be installed on the fire engines. This would remain in escrow until such time as the
equipment is installed. This is a seven-year lease with an annual payment of $221,706.38 commencing in
April, 2024 and a balloon payment of $455,770.81 at the end of the lease. The interest rate is 5.02%. A
resolution is required and must reflect the authorized signers.
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 82 of 152
Community Culture- Develop a specific identity for Crestview
FINANCIAL IMPACT
The financial impact will be approximately $222,000.00 on an annual basis for seven years and will be
reflected in the fire department budget each fiscal year.
RECOMMENDED ACTION
Staff respectfully requests the approval of the attached lease agreement with PNC for the purchase of two new
fire engines.
Attachments
1. Lease-Purchase Agreement - PNC
Page 83 of 152
RESOLUTION: 2023- 11
A RESOLUTION OF THE CITY OF CRESTVIEW, FLORIDA,
AUTHORIZING THE FINANCING OF FIRE EQUIPMENT IN THE
AMOUNT OF $1,604,093.66 PROVIDING FOR PAYMENT OF SUCH
FINANCING, MAKING CERTAIN COVENANTS AND AGREEMENTS
IN CONNECTION THEREWITH, AND PROVIDING FOR AN
EFFECTIVE DATE.
WHEREAS, the City of Crestview is a political subdivision of the State in which the City of Crestview (The
City) is located in the State of Florida, (the State) and is duly organized and existing pursuant to the
Constitution and laws of the State.
WHEREAS, pursuant to applicable law, the City Council of the City of Crestview is authorized to acquire,
dispose of and encumber real and personal property, including, without limitation, rights and interest in
property, leases and easements necessary to the functions or operations of the City of Crestview.
WHEREAS, the City Council hereby finds and determines that the execution of one or more Lease-Purchase
Agreements (Leases) in the principal amount not exceeding the amount stated above for the purpose of
acquiring the property (Equipment) to be described in the Leases is appropriate and necessary to the functions
and operations of the City of Crestview.
WHEREAS, PNC Bank, National Association (Lessor) shall act as Lessor under said Leases.
NOW, THEREFORE, Be It Ordained by the City Council of the City of Crestview:
Section 1. Either one of the Mayor and the City Clerk (each an Authorized Representative) acting on behalf of
the City, is hereby authorized to negotiate, enter into, execute, and deliver one or more Leases in substantially
the form set forth in the document presently before the City Council, which document is available for public
inspection at the office of the City of Crestview. Each Authorized Representative acting on behalf of the City
of Crestview is hereby authorized to negotiate, enter into, execute, and deliver such other documents relating to
the Lease as the Authorized Representative deems necessary and appropriate. All other related contracts and
agreements necessary and incidental to the Leases are hereby authorized.
Section 2. By a written instrument signed by any Authorized Representative, said Authorized Representative
may designate specifically identified officers or employees of the City to execute and deliver agreements and
documents relating to the Leases on behalf of the City of Crestview.
Section 3. The aggregate original principal amount of the Leases shall not exceed the amount stated above and
shall bear interest as set forth in the Leases and the Leases shall contain such options to purchase by the City of
Crestview as set forth therein.
Section 4. The City's obligations under the Leases shall be subject to annual appropriation or renewal by the
City Council as set forth in each Lease and the City's obligations under the Leases shall not constitute general
obligations of the City of Crestview or indebtedness under the Constitution or laws of the State.
Section 5. As to each Lease, the City of Crestview reasonably anticipates to issue not more than $10,000,000
of tax-exempt obligations (other than private activity bonds which are not qualified 501(c)(3) bonds) during the
calendar year in which each such Lease is issued and hereby designates each Lease as a qualified tax-exempt
obligation for purposes of Section 265(b) of the Internal Revenue Code of 1986, as amended.
Page 84 of 152
Section 6. This resolution shall take effect immediately upon its adoption and approval.
ADOPTED AND APPROVED on this ________________, 2023.
_____________________
JB Whitten, Mayor
The undersigned City Clerk of the above-named City of Crestview hereby certifies and attests that the
undersigned has access to the official records of the City Council of the City of Crestview, that the foregoing
resolutions were duly adopted by said City Council of the City of Crestview at a meeting of said City Council
and that such resolutions have not been amended or altered and are in full force and effect on the date stated
below.
LESSEE: City of Crestview, Florida, A Municipal Corporation
ATTEST:
________________________________________________
Signature of the City Clerk of City of Crestview
Print Name:______________________________________ (SEAL)
Official Title: _____________________________________
Date: ___________________________________________
Page 85 of 152
Page 86 of 152
Page 87 of 152
Page 88 of 152
Page 89 of 152
Page 90 of 152
Page 91 of 152
Page 92 of 152
Page 93 of 152
Page 94 of 152
Page 95 of 152
Page 96 of 152
Page 97 of 152
Page 98 of 152
Page 99 of 152
Page 100 of 152
Page 101 of 152
Page 102 of 152
Page 103 of 152
Page 104 of 152
Page 105 of 152
Page 106 of 152
Page 107 of 152
Page 108 of 152
Page 109 of 152
Page 110 of 152
Page 111 of 152
Page 112 of 152
Page 113 of 152
Page 114 of 152
Page 115 of 152
Page 116 of 152
Page 117 of 152
Page 118 of 152
Page 119 of 152
Page 120 of 152
Page 121 of 152
Page 122 of 152
Page 123 of 152
Page 124 of 152
Page 125 of 152
Page 126 of 152
Page 127 of 152
Page 128 of 152
Page 129 of 152
Page 130 of 152
Page 131 of 152
Page 132 of 152
CITY OF CRESTVIEW Item # 10.1.
Staff Report
CITY COUNCIL MEETING DATE: May 22, 2023
TYPE OF AGENDA ITEM: Action Item
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Tim Bolduc, City Manager
DATE: 5/18/2023
SUBJECT: Award of Solid Waste/Disposal Services Contract
BACKGROUND:
The City of Crestview franchises solid waste collection, which includes residential collection, yard waste,
recycling, and commercial trash collection. Waste Pro was the solid waste contract provider for the City of
Crestview from 2018 to present. On March 21st, 2023, the City of Crestview advertised a request for proposals
for a solid waste collection contract. A bid opening was conducted on April 28th, 2023; four proposals were
received from Waste Pro, Waste Management, AmWaste, and Adams Sanitation.
DISCUSSION:
The evaluation committee consisted of Carlos Jones, Deputy Director of Public Services, Marc Bonifay, City
Engineer, Chance Leavins, Public Information Manager, Andrew Rencich, Mayor Pro Tem, Nicholas
Schwendt, Planning Administrator, Wendy Buttke, Financial Analyst, and Robert Bounds, citizen
representative. The committee met on May 3rd and was briefed on the evaluation and scoring process. On May
9th, 2023, the committee met to discuss the proposals and scores were submitted. The evaluation committee
scores, as announced during the May 9th meeting, are attached. On May 13th, 2023, vendor presentations were
received by the bid committee. On May 13th, 2023, the committee selected Adams Sanitation as the highest-
ranked vendor, with Waste Management ranked second.
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 the 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
Community Culture- Develop a specific identity for Crestview
FINANCIAL IMPACT
Page 133 of 152
The City of Crestview will receive a 6% franchise fee; these monies are held in a restricted reserve for solid
waste collection.
RECOMMENDED ACTION
Staff respectfully requests a motion to accept the recommendation of the proposal evaluation committee and
award the solid waste contract to Adams Sanitation.
Staff further requests City Council approval for the City Manager and the City Attorney to negotiate the final
terms of the contract for signature by the Mayor.
Attachments
1. rfp 23-04-28 5-9 committee scores
2. Adams Fees
Page 134 of 152
Criteria Weight Waste Management AmWaste Waste Pro Adams Sanitation
Fee for Service 30% 2 1 3 4
Customer Service Program 25% 4 1 2 3
Innovative Approach 15% 3 1 2 4
Technical Proposal 10% 4 1 2 3
References 10% 4 1 2 3
Transition Plan 5% 3 1 4 2
Women/Minority Owned 5% 1 1 1 4
76.25 25 58.75 86.25
High Score Adams Sanitation
Solid Waste Collection and Disposal Services RFP 23-04-28-PS
Rater's Name: Andrew Rencich Vendor
Weighted Average
Results
Page 135 of 152
Criteria Weight Waste Management AmWaste Waste Pro Adams Sanitation
Fee for Service 30% 2 1 3 4
Customer Service Program 25% 4 1 3 2
Innovative Approach 15% 4 1 2 3
Technical Proposal 10% 4 3 2 1
References 10% 4 2 3 1
Transition Plan 5% 3 2 4 1
Women/Minority Owned 5% 1 1 1 4
80 33.75 67.5 65
High Score Waste Management
Solid Waste Collection and Disposal Services RFP 23-04-28-PS
Rater's Name: Carlos Jones Vendor
Weighted Average
Results
Page 136 of 152
Criteria Weight Waste Management AmWaste Waste Pro Adams Sanitation
Fee for Service 30% 2 1 3 4
Customer Service Program 25% 4 2 1 3
Innovative Approach 15% 3 1 2 4
Technical Proposal 10% 4 2 1 3
References 10% 3 2 1 4
Transition Plan 5% 4 1 2 3
Women/Minority Owned 5% 1 1 1 4
75 36.25 45 90
High Score Adams Sanitation
Solid Waste Collection and Disposal Services RFP 23-04-28-PS
Rater's Name: Wendy Buttke Vendor
Weighted Average
Results
Page 137 of 152
Criteria Weight Waste Management AmWaste Waste Pro Adams Sanitation
Fee for Service 30% 2 1 3 4
Customer Service Program 25% 4 1 3 2
Innovative Approach 15% 4 2 3 1
Technical Proposal 10% 4 1 3 2
References 10% 4 2 1 3
Transition Plan 5% 3 2 4 1
Women/Minority Owned 5% 1 1 1 4
80 32.5 68.75 65
High Score Waste Management
Vendor
Results
Solid Waste Collection and Disposal Services RFP 23-04-28-PS
Weighted Average
Rater's Name: Marc Bonifay
Page 138 of 152
Criteria Weight Waste Management AmWaste Waste Pro Adams Sanitation
Fee for Service 30% 2 1 3 4
Customer Service Program 25% 2 1 3 4
Innovative Approach 15% 2 1 4 3
Technical Proposal 10% 3 1 2 4
References 10% 3 2 1 4
Transition Plan 5% 3 1 4 2
Women/Minority Owned 5% 1 1 1 4
55 27.5 70 93.75
High Score Adams Sanitation
Solid Waste Collection and Disposal Services RFP 23-04-28-PS
Rater's Name: Robert Bounds Vendor
Weighted Average
Results
Page 139 of 152
Criteria Weight Waste Management AmWaste Waste Pro Adams Sanitation
Fee for Service 30% 2 1 3 4
Customer Service Program 25% 4 2 1 3
Innovative Approach 15% 3 2 1 4
Technical Proposal 10% 4 2 1 3
References 10% 4 2 1 3
Transition Plan 5% 3 1 2 4
Women/Minority Owned 5% 1 1 1 4
76.25 40 41.25 88.75
High Score Adams Sanitation
Solid Waste Collection and Disposal Services RFP 23-04-28-PS
Rater's Name: Chance Leavins Vendor
Weighted Average
Results
Page 140 of 152
Criteria Weight Waste Management AmWaste Waste Pro Adams Sanitation
Fee for Service 30% 2 1 3 4
Customer Service Program 25% 3 1 2 4
Innovative Approach 15% 4 1 3 2
Technical Proposal 10% 4 1 3 2
References 10% 4 1 3 2
Transition Plan 5% 3 1 2 4
Women/Minority Owned 5% 1 1 1 4
73.75 25 65 82.5
High Score Adams Sanitation
Solid Waste Collection and Disposal Services RFP 23-04-28-PS
Rater's Name: Nick Schwendt Vendor
Weighted Average
Results
Page 141 of 152
Solid Waste Collection and Disposal Services RFP 23-04-28-PS
Company
Name 1. Fees for Services2. Program for Customer Service3. Innovative Approach4. Technical Proposal5. References6. Transition Plan7. Woman or Minority OwnedTotal Weighted score(1-100 score)(1-4 score)
Waste
Management 2.00 3.57 3.29 3.86 3.71 3.14 1.00 73.75
AmWaste 1.00 1.29 1.29 1.57 1.71 1.29 1.00 31.43
Waste Pro 3.00 2.14 2.43 2.00 1.71 3.14 1.00 59.46
Adams
Sanitation 4.00 3.00 3.00 2.57 2.86 2.43 4.00 81.61
Page 142 of 152
`
Page 143 of 152
Yes 4 1
No 0 2
3
4
Page 144 of 152
Page 145 of 152
Page 146 of 152
CITY OF CRESTVIEW Item # 11.1.
Staff Report
CITY COUNCIL MEETING DATE: May 22, 2023
TYPE OF AGENDA ITEM: Presentation
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Maryanne Schrader
DATE: 5/17/2023
SUBJECT: Monthly Update
BACKGROUND:
City Clerk Office Update – May 22, 2023
DISCUSSION:
The office of the City Clerk provides an update to the City Council at the second meeting of the month.
Municode – Continues to work on Code review for the codification upgrade. The office of the City Clerk is
meeting with Administrative Services to review updates to merge information for department review.
Public Records – For the April 1 – April 30, 2023 period, we received 46 new requests; 16 remain open; the
average number of days to fulfill all requests was 3; 50 requests were closed; and 5 requests were fulfilled
outside of the average response time by the end of the period. The average number of hours to fulfill a request
was .75 hours at a cost of staff time averaging $12.83. We released 50 documents for the period. We have
received $74.00 from invoices for the April 2023 reporting period.
Laserfiche –The public records portal located on the City Clerk page at: https://city-of-crestview-
fl.nextrequest.com/. The portal is utilized to enhance the historical integrity and preservation of our records and
ensure records are accessible on a routine basis, as well as in the event of a disaster. The total pages as of the
end of April 2023 are: 803,249.
Records Management – Working on a training session for records management liaisons from each
department, as time permits.
Budget - Submitted budget for review.
Training Update – Reviewed a webinar regarding the Civic Clerk Board Portal. Natasha and I are registered
to attend the Leadership Workshop – Women in Business to be held at FAMU on May 26, 2023.
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
Page 147 of 152
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
Dependent on the project.
RECOMMENDED ACTION
No action required.
Attachments
None
Page 148 of 152
CITY OF CRESTVIEW Item # 12.1.
Staff Report
CITY COUNCIL MEETING DATE: May 22, 2023
TYPE OF AGENDA ITEM: Presentation
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Gina Toussaint, Finance Director
DATE: 5/18/2023
SUBJECT: Financial Update - Finance Director
BACKGROUND:
This is a presentation of the monthly financial information as required by the City Charter.
DISCUSSION:
Below you will find the link to the April disbursement registers. Also provided are the monthly Unaudited
Schedules of Revenues & Expenditures ending March 31, 2023.
Follow this link by clicking on the icon with the arrow for the April check registers, March Financial
Statements and 2nd Quarter Pooled Cash Carryforward:
April Check Register
April E-Payables Register
March 2023 Financial Statement
Pooled Cash Carryforward Quarter Ending March 2023
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
Page 149 of 152
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
For informational purposes. No action required.
Attachments
None
Page 150 of 152
CITY OF CRESTVIEW Item # 12.2.
Staff Report
CITY COUNCIL MEETING DATE: May 22, 2023
TYPE OF AGENDA ITEM: Presentation
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Jessica Leavins, Administrative Services Director
DATE: 5/18/2023
SUBJECT: Monthly Department Report - Administrative Services
BACKGROUND:
The Administrative Services Department was created in the 20-21 budget. This department consists of the
Human Resources and Information Technology divisions. These divisions are responsible for payroll,
employee wellness, risk management, property and liability insurance, employee benefits, training and
development, hiring, employee discipline, cyber security, network infrastructure, device management, user
account management, and more. We are a team of 8, including the Administrative Services Director, IT
Manager, Risk Management Specialist, HR Technician, two IT Specialists, and one IT Technician.
DISCUSSION:
The City of Crestview has 270 budgeted positions. We maintain, on average, a vacancy rate of less than 10%.
Our current employees have an average of 8.5 years of service with the city.
This fiscal year, we have hired 30 new employees and experienced less than 8% turnover; the post-COVID
turnover rate nationwide is close to 20%. Maintaining staff and recruiting new hires at this rate during the
recent period of extreme low unemployment speaks directly to the culture we have created at the city, which is
backed by the value we have placed on our employees.
The Human Resources department negotiated a pro-share agreement with Blue Cross and Blue Shield of
Florida in 2020. This year we received a $182,202 refund. This refund correlates directly to progress toward
our goal of having a healthier employee population. As a part of our agreement with Florida Blue, we are able
to offer our employees a free health screening and incentives to complete both this screening and an annual
wellness exam with a private provider. Over the last year, our group has seen a positive change overall based
on the results of our annual health screening. Our critical values decreased by 47%; these values include blood
pressure and blood glucose scores. Additionally, we saw an almost 10% decrease in employees at high risk for
health issues such as BMI, blood sugar, and cholesterol. In conjunction with the Fire Department, we
coordinated the inaugural Lifescan physicals for our state-certified firefighters. 99% of staff screened were
found fit for duty, and a baseline was set for ensuring our staff are safe from the carcinogens present during
fires.
The city strongly believes in investing in our employees. Knowledge is one of our core values. In an
effort, build up the next generation of city leaders, we offer a tuition reimbursement program, an internal
leadership program, and many continuing education opportunities. This fiscal year, employees have utilized
this program to attend 15 college courses. In October 2022, we had 28 graduates from our inaugural LEAD
Crestview classes. This year we have 15 employees currently enrolled in this program, and we developed and
implemented LEAD II, a three-day advanced leadership seminar for 12 of the 2022 LEAD Crestview
graduates.
The information technology (IT) division implemented several cybersecurity measures this year, including
security updates, antivirus monitoring, installation of a new data center in city hall, financial and user audits,
Page 151 of 152
and installation of a managed network switch at public services. Additionally, IT installed new network
infrastructure for Animal Services, the Post Office (114 Main St), and coordinated the installation of panic
buttons within City Hall.
Photos: https://rb.gy/3bs40
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
Communication- To engage, inform and educate public and staff
FINANCIAL IMPACT
None
RECOMMENDED ACTION
N/A
Attachments
None
Page 152 of 152