HomeMy Public PortalAbout06262023 City Council Regular Meeting Agenda Packet
CITY COUNCIL REGULAR MEETING AGENDA
JUNE 26, 2023
6:00 P.M.
CITY COUNCIL CHAMBERS
The Public is invited to view our meetings on the City of Crestview Live stream at https://www.cityofcrestview.org or the City of Crestview Facebook Page. You may submit questions on any agenda item in advance (by
3:00 p.m. the day of the meeting) to cityclerk@cityofcrestview.org.
1. Call to Order
2. Invocation, Pledge of Allegiance
2.1. Pastor Drew Brassfield of Destiny Worship Center
3. Open Policy Making and Legislative Session
4. Approve Agenda
5. Presentations and Reports
6. Consent Agenda
6.1. Approval of June 12, 2023 minutes
6.2. Memorandum of Understanding- The Waters at Crestview
6.3. Memorandum of Understanding- Retreat at Redstone
7. Public Hearings / Ordinances on Second Reading
7.1. Ord. 1932 - Third Avenue Annexation
7.2. Ord. 1933 - Third Avenue Comprehensive Plan Amendment
7.3. Ord. 1934 - Third Avenue Rezoning
7.4. Ord. 1935 - Brookmeade Drive Annexation
7.5. Ord. 1936 - Brookmeade Drive Comprehensive Plan Amendment
7.6. Ord. 1937 - Brookmeade Drive Rezoning
8. Ordinances on First Reading
9. Resolutions
10. Action Items
10.1. PSAP Interlocal Agreement
Page 1 of 235
10.2. Employee Assistance Program Contract
10.3. Twin Hills Gymnasium Roof Restoration and Renovations
10.4. Interlocal Cooperative Agreement- Aquatic Facility
11. City Clerk Report
11.1. Monthly Update
12. City Manager Report
12.1. Financial Update - Finance Director
12.2. Monthly Report - Public Services Update
12.3. PFAS Water Contamination Litigation
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.
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CITY OF CRESTVIEW Item # 2.1.
Staff Report
CITY COUNCIL MEETING DATE: June 26, 2023
TYPE OF AGENDA ITEM: Presentation
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Jerry Whitten, Mayor
DATE: 4/27/2023
SUBJECT: Pastor Drew Brassfield of Destiny Worship Center
BACKGROUND:
Area clergy volunteer to provide the Invocation.
DISCUSSION:
The invocation is provided as a service to the community.
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.
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Attachments
None
Page 4 of 235
CITY OF CRESTVIEW Item # 6.1.
Staff Report
CITY COUNCIL MEETING DATE: June 26, 2023
TYPE OF AGENDA ITEM: Action Item
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Maryanne Schrader
DATE: 6/14/2023
SUBJECT: Approval of June 12, 2023 minutes
BACKGROUND:
Draft minutes were distributed prior to the meeting.
DISCUSSION:
The item is a routine approval of past minutes.
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 June 12, 2023.
Page 5 of 235
Attachments
1. 06122023 City Council Regular Meeting Minutes Draft
Page 6 of 235
City Council Minutes DRAFT
June 12, 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, Joe Blocker, and Ryan Bullard. Also present: City Manager Tim
Bolduc, City Clerk Maryanne Schrader, City Attorney Jonathan Holloway, and various
staff members. Councilmember Cynthia Brown was excused.
2. Invocation, Pledge of Allegiance
2.1. Pastor Ronnie Bearden of First Methodist Church of Crestview
The Invocation and Pledge of Allegiance was led by Pastor Ronnie Bearden of First
Methodist Church of Crestview.
3. Open Policy Making and Legislative Session
Mayor JB Whitten went over the procedures and stated there was a quorum.
4. Approve Agenda
Mayor JB Whitten called for action.
Motion by Mayor Pro-Tem Andrew Rencich and seconded by Councilmember Doug
Capps to approve the agenda, as presented.
Roll Call: Joe Blocker, Andrew Rencich, Doug Capps, Ryan Bullard. Ayes: 4; Nays: 0.
All ayes. Motion carried.
5. Presentations and Reports
5.1. Kiwanis Club Presentation
CRA Director Elizabeth Roy and Yvonne Shanklin representing the Kiwanis Club
recognized the following departments for their assistance on Memorial Day: Parks
and Recreation/Facility Services (Cody Suggs), Public Information Office (Melissa
Carter), and the Fire and Police Combined Honor Guard.
6. Consent Agenda
Mayor JB Whitten called for action.
Motion by Councilmember Ryan Bullard and seconded by Councilmember Joe Blocker to
approve the Consent Agenda, as presented.
Roll Call: Joe Blocker, Andrew Rencich, Doug Capps, Ryan Bullard. Ayes: 4; Nays: 0.
All ayes. Motion carried.
6.1. Approval of Minutes of May 22, 2023
6.2. Cartegraph CMMS Software Contract
6.3. AXON Taser/Cameras Contract
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7. Public Hearings / Ordinances on Second Reading
No ordinances were brought forward for Second Reading.
8. Ordinances on First Reading
8.1. Ord. 1932 - Third Avenue Annexation
Senior Planner Nicholas Schwendt presented Ordinance 1932 - Third Avenue
annexation to the City Council. He mentioned the next three ordinances are related to
the property located at 2203 Third Avenue. He went over the current uses and stated
a development order has not been received. He went over the mailings and postings
that are required.
Senior Planner Nicholas Schwendt asked the City Clerk to read the ordinance.
City Clerk Maryanne Schrader read the Ordinance by Title: An Ordinance Annexing
to the City of Crestview, Florida, ± 12.02 Acres of Contiguous Lands Located In
Section 4, Township 3 North, Range 23 West, and Being Described As Set Forth
Herein; Providing For Authority; Providing For Land Description; Providing For
Boundary; Providing For Land Use and Zoning Designation; Providing For
Amendment to the Base, Land Use and Zoning Maps; Providing For A
Comprehensive Plan Amendment; Providing For Filing With the Clerk of Circuit
Court of Okaloosa County, the Chief Administrative Officer of Okaloosa County and
the Florida Department of State; Providing For Severability; Providing For
Scrivener’s Errors; Providing For Liberal Interpretation; Providing For Repeal of
Conflicting Codes and Ordinances; and Providing for an Effective Date.
Mayor JB Whitten called for comment from the Council. In hearing none, he called
for action.
Motion was made by Councilmember Doug Capps and seconded by Councilmember
Joe Blocker to approve Ordinance 1932 on First Reading and move to Second
Reading for final adoption.
Roll Call: Joe Blocker, Andrew Rencich, Doug Capps, Ryan Bullard. Ayes; 4; Nays:
0. All ayes. Motion carried.
8.2. Ord. 1933 - Third Avenue Comprehensive Plan Amendment
Senior Planner N. Schwendt presented Ordinance 1933 to the City Council for a
future land use change regarding the Third Avenue Comprehensive Plan
Amendment. He mentioned the fees were waived per the moratorium.
Senior Planner N. Schwendt asked the City Clerk to read the ordinance.
City Clerk Maryanne Schrader read the Ordinance by Title: An Ordinance of the City
of Crestview, Florida, Amending Its Adopted Comprehensive Plan; Providing For
Authority; Providing For Findings of Fact; Providing For Purpose; Providing For
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Changing the Future Land Use Designation From Okaloosa County Mixed Use to
Mixed Use (MU) on Approximately 12.02 Acres, More or Less, In Section 4,
Township 3 North, Range 23 West; Providing For Future Land Use Map
Amendment; Providing For Severability; Providing For Scrivener’s Errors; Providing
For Liberal Interpretation; Providing For Repeal of Conflicting Codes and
Ordinances; and Providing For an Effective Date.
Mayor JB Whitten called for comment from the Council. In hearing none, he called
for action.
Motion by Mayor Pro-Tem Andrew Rencich and seconded by Councilmember Joe
Blocker to approve Ordinance 1933 on First Reading and move to Second Reading
for final adoption.
Roll Call: Joe Blocker, Andrew Rencich, Doug Capps, Ryan Bullard. Ayes: 4; Nays:
0. All ayes. Motion carried.
8.3. Ord. 1934 - Third Avenue Rezoning
Senior Planner N. Schwendt presented to the City Council Ordinance 1934 regarding
the Third Avenue Rezoning and asked the City Clerk to read the ordinance.
City Clerk Maryanne Schrader read the Ordinance by Title: An Ordinance of the City
of Crestview, Florida, Providing For the Rezoning of 12.02 Acres, More or Less, of
Real Property, Located In Section 4, Township 3 North, Range 23 West, From the
Okaloosa County Mixed Use Zoning District to the Mixed Use (Mu) Zoning District;
Providing For Authority; Providing For The Updating of the Crestview Zoning Map;
Providing For Severability; Providing For Scrivener’s Errors; Providing For Liberal
Interpretation; Providing For Repeal of Conflicting Codes and Ordinances; and
Providing For an Effective Date.
Mayor JB Whitten called for comment from the Council. In hearing none, he called
for action.
Motion by Councilmember Doug Capps and seconded by Councilmember Joe
Blocker to approve Ordinance 1934 on First Reading and move to Second Reading
for final adoption.
Roll Call: Joe Blocker, Andrew Rencich, Doug Capps, Ryan Bullard. Ayes: 4;
Nays: 0. All ayes. Motion carried.
8.4. Ord. 1935 - Brookmeade Avenue Annexation
Senior Planner N. Schwendt presented Ordinance 1935 to the City Council stating
the next three ordinances are regarding Brookmeade Drive. He went over the current
uses stating the property is currently vacant and can be developed for commercial
use. He stated the courtesy notices and postings have been made. He added the fees
were waived per the moratorium. He then asked the City Clerk to read the ordinance.
City Clerk Maryanne Schrader read the Ordinance by Title: An Ordinance Annexing
to the City of Crestview, Florida, ± 2.36 Acres of Contiguous Lands Located In
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Section 28, Township 3 North, Range 23 West, and Being Described as Set Forth
Herein; Providing For Authority; Providing for Land Description; Providing For
Boundary; Providing For Land Use and Zoning Designation; Providing For
Amendment to the Base, Land Use and Zoning Maps; Providing for A
Comprehensive Plan Amendment; Providing For Filing With the Clerk of Circuit
Court of Okaloosa County, the Chief Administrative Officer of Okaloosa County and
the Florida Department of State; Providing For Severability; Providing For
Scrivener’s Errors; Providing For Liberal Interpretation; Providing For Repeal of
Conflicting Codes and Ordinances; and Providing For an Effective Date.
Mayor JB Whitten called for comment from the Council. In hearing none, he called
for action.
Motion by Andrew Rencich and seconded by Councilmember Joe Blocker to
approve Ordinance 1935 on First reading and move to Second Reading for final
adoption.
Roll Call: Joe Blocker, Andrew Rencich, Doug Capps, Ryan Bullard. Ayes: 4; Nays:
0. All ayes. Motion carried.
8.5. Ord. 1936 - Brookmeade Avenue Comprehensive Plan Amendment
Senior Planner N. Schwendt presented Ordinance 1936 to the City Council stating
the information was same as the annexation. He asked the City Clerk to read the
ordinance.
City Clerk Maryanne Schrader read the Ordinance by Title: An Ordinance of the City
of Crestview, Florida, Amending Its Adopted Comprehensive Plan; Providing For
Authority; Providing For Findings of Fact; Providing For Purpose; Providing For
Changing the Future Land Use Designation From Okaloosa County Mixed Use to
Commercial (C) on Approximately 2.36 Acres, More or Less, In Section 28,
Township 3 North, Range 23 West; Providing For Future Land Use Map
Amendment; Providing For Severability; Providing For Scrivener’s Errors; Providing
For Liberal Interpretation; Providing For Repeal of Conflicting Codes and
Ordinances; and Providing For an Effective Date.
Mayor JB Whitten called for comment from the Council. In hearing none, he called
for action.
In reply to Councilmember D. Capps regarding the type of development that may be
coming with the church and residential in the area, Senior Planner N. Schwendt
replied that we do not have a development order yet.
Motion by Mayor Pro-Tem Andrew Rencich and seconded by Councilmember Ryan
Bullard to approve Ordinance 1936 on First Reading and move to Second Reading
for final adoption.
Roll Call: Joe Blocker, Andrew Rencich, Doug Capps, Ryan Bullard. Ayes: 4; Nays:
0. All ayes. Motion carried.
Page 10 of 235
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8.6. Ord. 1937 - Brookmeade Avenue Rezoning
Senior Planner N. Schwendt presented Ordinance 1937 to the City Council
Brookmeade Avenue Rezoning and asked the City Clerk to read the ordinance.
City Clerk Maryanne Schrader read the Ordinance by Title: An Ordinance of the City
of Crestview, Florida, Providing For the Rezoning of 2.36 Acres, More or Less, of
Real Property, Located In Section 28, Township 3 North, Range 23 West, From the
Okaloosa County Mixed Use Zoning District to the Commercial Low-Intensity
District (C-1) Zoning District; Providing For Authority; Providing For the Updating
of the Crestview Zoning Map; Providing For Severability; Providing For Scrivener’s
Errors; Providing For Liberal Interpretation; Providing For Repeal of Conflicting
Codes and Ordinances; and Providing For an Effective Date.
Mayor JB Whitten called for comment from the Council. In hearing none, he called
for action.
Motion by Councilmember Joe Blocker and seconded by Councilmember Ryan
Bullard to approve Ordinance 1937 on First Reading and move to Second Reading
for final adoption.
Roll Call: Joe Blocker, Andrew Rencich, Doug Capps, Ryan Bullard. Ayes: 4; Nays:
0. All ayes. Motion carried.
9. Resolutions
10. Action Items
10.1. Main Street Improvements Constructability Review and CEI Services
City Manager Tim Bolduc stated the LEAD students would present the item. Alec
Stapp, Public Services; Maddie Tatom, Code Enforcement; and Firefighter Kevin
Walters came forward.
Alec explained that after three attempts to bid, no bids were received. In an effort to
move forward, Alday-Howell was asked to review the RFP. After the design
engineer submits comments, FDOT will have to approve the changes, and then the
project will go out for bid again. He requested a motion to approve Alday-Howell
Engineering Inc to provide Construction and Engineering services for the Crestview
Main Street – Roadway Improvement project in the amount of $280,670, upon
receiving and selecting a bid.
Mayor JB Whitten called for comment from the Council.
Councilmember D. Capps asked if the amount is a ballpark figure, and Alec replied it
was not adding that Jayce could provide additional information. City Manager T.
Bolduc replied that is was a set amount.
Also, Mayor Pro-Tem A. Rencich commented that he was concerned about the
Page 11 of 235
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amount and the 365 days start time but understood. City Manager T. Bolduc replied
that the 365 days will begin at the time the project is awarded. He explained that
when we did not get any bids, we wanted another engineer to look at the RFP and
determine why we did not receive any bids.
Mayor JB Whitten called for comment from the public. In hearing none, he called for
action.
Motion by Mayor Pro-Tem Andrew Rencich and seconded by Councilmember Joe
Blocker to approve the staff recommendation.
Roll Call: Joe Blocker, Andrew Rencich, Doug Capps, Ryan Bullard. Ayes: 4; Nays:
0. All ayes. Motion carried.
10.2. Conceptual Plat - White Wolf Run
Senior Planner N. Schwendt explained that the White Wolf Run plat had gone
through staff review. He explained that this subdivision is proposed just north and
west of Jones Road with a connection. The developer is relocating Jones Road where
it used to run, so the traffic will flow more easily. The subdivision has 232 lots which
is the allowed density.
Mayor JB Whitten called for comment from the Council.
In response to Councilmember R. Bullard regarding whether it would impact the
current sewer system, Public Services Director M. Criddle responded there is no
immediate impact.
Mayor JB Whitten called for comment from the public. In hearing none, he called for
action.
Motion by Councilmember Doug Capps and seconded by Councilmember Joe
Blocker to approve the conceptual plat for White Wolf Run.
Roll Call: Joe Blocker, Andrew Rencich, Doug Capps, Ryan Bullard. Ayes: 4; Nays:
0. All ayes. Motion carried.
10.3. Conceptual Plat - Cherry Brook Subdivision
Senior Planner N. Schwendt explained that staff have reviewed the plat. The
subdivision is proposed south of Point Center Road, which is south of Antioch
Elementary School on Whitehurst Lane. The subdivision will consist of 106 lots,
which are within the allowed density and will connect to Garrett Pit Road as a paved
road.
Mayor JB Whitten called for comment from the Council.
Councilmember R. Bullard asked whether the sewer system went out that far. Civil
Engineer, Matt Zinke, said the developer will pay for the lift station that needs to be
built. Mr. Zinke mentioned the work on the system is dependent on the progress of
the roadwork on PJ Adams.
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Mayor JB Whitten called for action.
Motion by Councilmember Joe Blocker and seconded by Councilmember Doug
Capps to approve the conceptual plat for the Cherry Brook subdivision.
Roll Call: Joe Blocker, Andrew Rencich, Doug Capps, Ryan Bullard. Ayes: 0; Nays:
0. All ayes. Motion carried.
11. City Clerk Report
City Clerk M. Schrader mentioned she would be attending the Florida Association of City
Clerks Summer Conference from Friday, June 16th - Wednesday, June 21st.
12. City Manager Report
City Manager T. Bolduc had nothing more to report.
13. Comments from the Mayor and Council
Mayor JB Whitten asked for comments from the Council. No further comments.
Mayor JB Whitten said he had a good meeting with members of the Italian Air Force
recently. He mentioned a Blood Drive for Sickle Cell Anemia on Thursday at the
Community Center. He added the Juneteenth celebration is coming up on Monday, the 19th
and will begin at 11:00 a.m. at Old Spanish Trail Park.
14. Comments from the Audience
Mayor JB Whitten asked for any public comment.
Shannon Hayes thanked the Council mentioning the May Day celebration sponsored by the
Carver Hill Historical Society went well.
15. Adjournment
Mayor JB Whitten adjourned the meeting at 6:40 p.m.
Minutes approved this __ day of __, 2023.
_____________________________________
JB Whitten
Mayor
____________________________________
Maryanne Schrader
City Clerk
Proper Notice having been duly given
Page 13 of 235
CITY OF CRESTVIEW Item # 6.2.
Staff Report
CITY COUNCIL MEETING DATE: June 26, 2023
TYPE OF AGENDA ITEM: Action Item
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Nicholas Schwendt, Senior Planner
DATE: 6/22/2023
SUBJECT: Memorandum of Understanding- The Waters at Crestview
BACKGROUND:
Staff received the initial application submittal for the Waters at Crestview project, a 288-unit apartment
complex, at 300 Rasberry Road, on March 20, 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 Waters at Crestview 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 $69,200.00 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 14 of 235
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. MOU_TheWatersatCrestview_2023
Page 15 of 235
4604696-1
MEMORANDUM OF UNDERSTANDING
Subject: Mirage Avenue Traffic Improvements
June 13, 2023
The Waters at Crestview
City of Crestview & The Waters at Crestview, LLC
Based upon the Waters at Crestview/City of Crestview Public Services comments
dated May 15, 2023, this Memorandum of Understanding in reference to the Mirage
Avenue Traffic Improvements has been provided with the following acknowledgements:
Whereas, the Operational Analysis dated April 10, 2023, indicates that traffic flow
improvements and mitigation are not needed to facilitate the additional traffic projected
from The Waters at Crestview. According to the traffic analysis performed by Dantin
Consulting, LLC dated April 10, 2023, The Waters at Crestview, LLC agrees to provide
the City of Crestview with a traffic contribution in the amount of $69,200. Upon receipt
of said contribution, the City of Crestview agrees to issue any necessary Certificates of
Occupancy.
City of Crestview The Waters at Crestview, LLC
______________________________ __________________________________
By: JB Whitten, Mayor By: Prescott Bailey, Director of Development
_____________________________
Maryanne Schrader, City Clerk
Page 16 of 235
Project Name: Waters at Crestview, Crestview, FL
Indep. Units/Daily Peak Hour Daiy EnterDaily Exit Daily Daily Daily Pass-by
Variable Size Trip Rate/Equation Split Split Trips Enter Exit Total Enter Exit Total Enter Exit %Total Enter Exit Total Enter Exit
Office
General Office/710 1000 SF 18,000 Ln(T)=0.87Ln(X)+3.05 50% 50% 262 131 131 27 24 3 235 107 128 235 107 128
Subtotal Office 18,000 262 131 131 27 24 3 235 107 128 0 0 0 235 107 128
Retail / Commercial
Subtotal Commercial / Retail 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Restaurant
Subtotal Restaurant 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Residential
Multi-family Housing /220 (Low-Rise Close to
rail-transit, Gen Urban/Sub.)DU 288 T=6.13(X)-550.73 50% 50% 1,215 607 608 27 3 24 1,188 604 584 0% 0 0 0 1,188 604 584
Subtotal Residential 0 1,215 607 608 27 3 24 1,188 604 584 0 0 0 1,188 604 584
Entertainment/Cinema
Subtotal Commercial / Retail 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Hotel
Subtotal Hotel 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
TOTAL 1,476 738 738 54 27 27 1,423 711 712 0 0 0 1,423 711 712
Overall Int. Capture %:4%Overall Pass-by %:0.0%
* Apply PM Peak Hour Internal Capture % and Same Mode Split to Daily
Net New Trips (Less Mode Split):1,423 711 712
Total Person Trips @ 1.18 veh. Occupancy (Multi-family only):1636 819 817
4% 66 33 33
2% 32 16 16
Mode Split Trips:98 49 49
Convert to Auto Trips (Reduction): 84 42 42
Use for Traffic Impact Fees:Net Automobile Trips:1,339 669 670
DAILY TRIP GENERATION ANALYSIS
11th Edition Trip Generation Manual, with 3rd Edition ITE Handbook (Gen. Urban/Suburban)
Land Use / ITE Code Internal Capture Trips External Trips Pass-by Trips Net New External Trips
Page 17 of 235
CITY OF CRESTVIEW Item # 6.3.
Staff Report
CITY COUNCIL MEETING DATE: June 26, 2023
TYPE OF AGENDA ITEM: Action Item
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Nicholas Schwendt, Senior Planner
DATE: 6/22/2023
SUBJECT: Memorandum of Understanding- Retreat at Redstone
BACKGROUND:
Staff received the initial application submittal for the Retreat at Redstone project, a 158-unit apartment
complex, on Redstone Avenue East, on November 2, 2022. 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 Retreat at Redstone 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 $60,000.00 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 18 of 235
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 - Retreat at Redstone
Page 19 of 235
MEMORANDUM OF UNDERSTANDING
May, 10th, 2023
Subject: Retreat at Redstone (the Development)
City of Crestview, Florida & TrimCor Construction of FL, LLC(the
Developer)
Based upon the City of Crestview Engineering Standards Manual Chapter 5.1, this Memorandum
of Understanding is in reference to the proposed Retreat at Redstone (the Development) and has
been provided with the following acknowledgements:
•The Development generates significant traffic capacity impacts to the surrounding
roadway network and no offsite roadway improvements are proposed as part of the
Development.
•The City of Crestview is constructing offsite roadway improvements to mitigate traffic
impacts.
•The developer shall participate in cost not to exceed the total amount of $60,000.00 to be
held in escrow by the City of Crestview for these proposed improvements. This cost was
determined by an established per trip cost based on 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.
City of Crestview TrimCor Construction of FL, LLC
___________________________ ___________________________
BY: J.B. Whitten, Mayor BY: Steven W. Corbett, Member
_________________________________
Maryanne Schrader, City Clerk
Page 20 of 235
CITY OF CRESTVIEW Item # 7.1.
Staff Report
CITY COUNCIL MEETING DATE: June 26, 2023
TYPE OF AGENDA ITEM: Ordinance
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Barry Henderson, Development Services Director, Nicholas Schwendt, Senior Planner
DATE: 6/22/2023
SUBJECT: Ord. 1932 - Third Avenue Annexation
BACKGROUND:
On May 10, 2023, staff received an application to annex and to amend the comprehensive plan and zoning
designations for property located at 2203 Third Avenue.
The subject property is currently located within unincorporated Okaloosa County with a future land use and
zoning designation of Mixed Use.
The Planning and Development Board recommended approval of the request on June 5, 2023, and the first
reading was approved by the City Council on June 12, 2023.
DISCUSSION:
The property description is as follows:
Property Owner: Smith Family Trust
C/O Mary Joseph
124 Miracle Strip Pkwy SW
Unit 1500
Ft Walton Beach, FL 32548
Parcel ID: 04-3N-23-1840-0001-0010
Site Size: 12.02 acres
Current FLU: Okaloosa County Mixed Use
Current Zoning: Okaloosa County Mixed Use
Current Land Use: Residential
The following table provides the surrounding land use designations, zoning districts, and existing uses.
Direction FLU Zoning Existing Use
North Public Lands Public Lands Public School
East Commercial & Okaloosa County
Mixed Use
Commercial Low-Intensity District
(C-1), Commercial High-Intensity
District (C-2) & Okaloosa County
Mixed Use
Vacant, Commercial &
Residential
South Mixed Use Mixed Use Vacant & Residential
West Residential Single and Multi-Family Density
Dwelling District (R-3)
Vacant
Page 21 of 235
The subject property is currently vacant, and a development application has not been submitted. Based on the
requested land-use and zoning designations, the property can be developed for residential and/or low-intensity
commercial use.
Staff has reviewed the application based on the criteria detailed in Florida statute 171.043 for annexations and
finds the following:
- The property is contiguous to the city limits;
- The property is comprised of one (1) lot in unincorporated Okaloosa County, and is therefore
considered compact;
- The annexation of the property would not create an enclave
- The subject property is not included in the boundary of another municipality; and,
- The subject property meets the definition of urban purposes.
Courtesy notices were mailed to property owners within 300 feet of the subject property on May 15, 2023. The
property was posted on May 22, 2023. An advertisement ran in the Crestview News Bulletin on May 25 and
June 1, 2023.
GOALS & OBJECTIVES
This item is consistent with the goals in A New View Strategic Plan 2020 as follows.
Foundational – these are the four areas of focus that make up the necessary foundation of a successful local
government.
Financial Sustainability – Achieve long term financial sustainability.
Organizational Capacity, Effectiveness & Efficiency – To efficiently & effectively provide the highest
quality of public services.
Quality of Life – these six areas focus on the overall experience when provided by the city.
Community Character – Promote desirable growth with a hometown atmosphere.
Opportunity – Promote an environment that encourages economic and educational opportunity.
Community Culture – Develop a specific identity for Crestview.
FINANCIAL IMPACT
The fees for annexation have been waived for this application as it was received during the moratorium on
annexation fees.
The cost of advertising was $544.50.
The successful annexation of this property will have positive future impacts, including ad valorem revenue
based on future taxable assessed value, development and building permit fees, and utility usage fees.
RECOMMENDED ACTION
Staff respectfully requests a motion to table this item until the August 14 City Council meeting.
Page 22 of 235
Attachments
1. Exhibit Packet
Page 23 of 235
ORDINANCE: 1932
AN ORDINANCE ANNEXING TO THE CITY OF CRESTVIEW,
FLORIDA, ± 12.02 ACRES OF CONTIGUOUS LANDS LOCATED IN
SECTION 4, TOWNSHIP 3 NORTH, RANGE 23 WEST, AND BEING
DESCRIBED AS SET FORTH HEREIN; PROVIDING FOR
AUTHORITY; PROVIDING FOR LAND DESCRIPTION; PROVIDING
FOR BOUNDARY; PROVIDING FOR LAND USE AND ZONING
DESIGNATION; PROVIDING FOR AMENDMENT TO THE BASE,
LAND USE AND ZONING MAPS; PROVIDING FOR A
COMPREHENSIVE PLAN AMENDMENT; PROVIDING FOR FILING
WITH THE CLERK OF CIRCUIT COURT OF OKALOOSA COUNTY,
THE CHIEF ADMINISTRATIVE OFFICER OF OKALOOSA COUNTY
AND THE FLORIDA DEPARTMENT OF STATE; PROVIDING FOR
SEVERABILITY; PROVIDING FOR SCRIVENER’S ERRORS;
PROVIDING FOR LIBERAL INTERPRETATION; PROVIDING FOR
REPEAL OF CONFLICTING CODES AND ORDINANCES; AND
PROVIDING FOR AN EFFECTIVE DATE.
BE IT ORDAINED BY THE CITY COUNCIL OF CRESTVIEW, FLORIDA AS FOLLOWS:
SECTION 1 – AUTHORITY. The authority for enactment of this ordinance is Chapter 171, Florida Statutes,
and Section 2 of the City Charter.
SECTION 2 – LAND DESCRIPTION. The following described unincorporated area contiguous to the City of
Crestview, Florida, is hereby annexed to the City:
PIN # 04-3N-23-1840-0001-0010 (Deed recorded in Book 2631, page 3729, dated June 28, 2005)
Lot One (1) to Ten (10) inclusive of Block One (1) Oakdale Miniature Farms Subdivision
according to plat on file in the Office of Clerk of Circuit Court, Okaloosa County, Florida, LESS,
begin at the Northeast corner of Lot Six (6) of Block One (1) of Oakdale Miniature Farms,
Crestview, Florida, thence run in a Westerly direction along the North boundary of said Lot 6, One
Hundred Feet; thence parallel with Garden Street run in a Southerly direction One Hundred Feet;
thence parallel with the North boundary of said Lot 6 run in an Easterly direction One Hundred
feet to Garden Street; thence on the West boundary of Garden Street in a Northerly direction run
One Hundred feet to Point of Beginning. Being in said Lot Six (6) as per plat on file with the Clerk
of Circuit Court of Okaloosa County, Florida.
SECTION 3 – BOUNDARY. The existing boundary line of the City of Crestview, Florida, is modified to
include the herein referenced tract of land and the base, zoning and land use maps shall be updated to reflect these
changes pursuant to law.
SECTION 4 – LAND USE AND ZONING. Pursuant to general law, the property hereby annexed was subject
to Okaloosa County land development, land use plan, and zoning or subdivision regulations, which shall remain
in full force and effect until rezoning and land use changes are finalized by the City in compliance with the
Comprehensive Plan.
SECTION 5 – COMPREHENSIVE PLAN UPDATE. Pursuant to Chapter 163.011, et seq. petitioner for
annexation shall apply through the City for a Comprehensive Plan change which will designate the future land
use category for the parcel, with a zoning designation to be assigned and run concurrent with the approval and
adoption of the Comprehensive Plan amendment by the proper authorities.
Page 24 of 235
SECTION 6 – MAP UPDATE. The Base, Zoning and Future Land Use Maps shall be updated at the earliest
possible date.
SECTION 7 – FILING. Upon passage, the City Clerk is directed to file a copy of this ordinance with the Clerk
of Circuit Court of Okaloosa County and with the Florida Department of the State.
SECTION 8 – SEVERABILITY. If any word, phrase, sentence, paragraph or provision of this ordinance or the
application thereof to any person or circumstance is held invalid or unconstitutional, such finding shall not affect
the other provisions or applications of this ordinance which can be given effect without the invalid or
unconstitutional provision or application, and to this end the provisions of this ordinance are declared severable.
SECTION 9 – SCRIVENER’S ERRORS. The correction of typographical errors which do not affect the intent
of this Ordinance may be authorized by the City Manager or the City Manager’s designee, without public hearing,
by filing a corrected or re-codified copy with the City Clerk.
SECTION 10 – ORDINANCE TO BE LIBERALLY CONSTRUED. This Ordinance shall be liberally
construed in order to effectively carry out the purposes hereof which are deemed not to adversely affect public
health, safety, or welfare.
SECTION 11 – REPEAL OF CONFLICTING CODES, ORDINANCES, AND RESOLUTIONS. All
Charter provisions, codes, ordinances and resolutions or parts of charter provisions, codes, ordinances and
resolutions or portions thereof of the City of Crestview, in conflict with the provisions of this Ordinance are
hereby repealed to the extent of such conflict.
SECTION 12 – EFFECTIVE DATE. This ordinance shall take effect immediately upon its adoption.
Passed and adopted on second reading by the City Council of Crestview, Florida on the 26th day of June, 2023.
ATTEST:
_____________________________________
Maryanne Schrader
City Clerk
Approved by me this 26th day of June, 2023.
______________________________________
J. B. Whitten
Mayor
Page 25 of 235
Page 26 of 235
N FERDON BLVD
OLD BETHEL RD HWY 85 N
AIRPORT RD
N FERDON BLVD
HWY 85 N
Vicinity Map
¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
Not to Scale
Subject Parcel(s)
Page 27 of 235
JONES RD
GARDEN ST
N FERDON BLVD
INDUSTRIAL DR
THIRD AVE
OAK LN
SHADY LN
THIRD AVE
N FERDON BLVD
Existing Use¯
0 300150
Feet
Legend
Subject Parcel
City Limits
Existing
Chu rchesClubs/Lodges
Fin ancialGym/FitnessImproved A
Mu nicipalNo AG Acre
OfficePrivate Sch oolPublic School
Res tau rantService Shop
Sin gle FamilyStoresSupermarket
Vacan tVacant Commer cial
Vacan t/CommercialVehicle SaleWarehouse
Page 28 of 235
JONES RD
GARDEN ST
N FERDON BLVD
INDUSTRIAL DR
THIRD AVE
OAK LN
SHADY LN
THIRD AVE
N FERDON BLVD
CurrentFuture Land Use¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Pa rcel
City Limits
City Futur e Land Use
Comm ercia l (C)Industrial (IN)Mixed Use (MU)Conserva tion (CON)Public Land s (PL)Residential (R)
County Futur e Land Use
Mixed Use (MU)
Page 29 of 235
JONES RD
GARDEN ST
N FERDON BLVD
INDUSTRIAL DR
THIRD AVE
OAK LN
SHADY LN
THIRD AVE
N FERDON BLVD
CurrentZoning¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City Limits
City ZoningSingle Family Estate Dwelling District (R-1E)Single Family Low De nsity District (R-1)Single Family Medium Density District (R-2)Single and Multi-Fam ily Dwelling District(R-3)Mixed Use (MU)Comme rcial (C-1)Comme rcial (C-2)Industrial (IN)Public Lands (P)Conservation (E)
County Zonin gMixed Use (MU)
Page 30 of 235
JONES RD
GARDEN ST
N FERDON BLVD
INDUSTRIAL DR
THIRD AVE
OAK LN
SHADY LN
THIRD AVE
N FERDON BLVD
ProposedFuture Land Use
¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City
City Futur e Land
Com me rcia lIndustrial
Mixed U seConservation
Public La nd sResidential
County Future Land
Mixed U se
Page 31 of 235
JONES RD
GARDEN ST
N FERDON BLVD
INDUSTRIAL DR
THIRD AVE
OAK LN
SHADY LN
THIRD AVE
N FERDON BLVD
ProposedZoning¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City Limits
City Zoning
Single Family Estate Dwelling District(R-1E)Single Family Low De nsity District (R-1)
Single Family Medium Density District(R-2)Single and Multi-Fam ily DwellingDistrict (R-3)
Mixed Use (MU)
Comme rcial (C-1)
Comme rcial (C-2)
Industrial (IN)
Public Lands (P)
Conservation (E)
County Zoning
Mixed Use (MU)
Page 32 of 235
CITY OF CRESTVIEW Item # 7.2.
Staff Report
CITY COUNCIL MEETING DATE: June 26, 2023
TYPE OF AGENDA ITEM: Second reading
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Barry Henderson, Development Services Director, Nicholas Schwendt, Senior Planner
DATE: 6/22/2023
SUBJECT: Ord. 1933 - Third Avenue Comprehensive Plan Amendment
BACKGROUND:
On May 10, 2023, staff received an application to annex and to amend the comprehensive plan and zoning
designations for property located at 2203 Third Avenue.
The subject property is currently located within unincorporated Okaloosa County with a future land use and
zoning designation of Mixed Use.
The application requests the Mixed Use (MU) future land use designation for the property.
The Planning and Development Board recommended approval of the request on June 5, 2023, and the first
reading was approved by the City Council on June 12, 2023.
DISCUSSION:
The property description is as follows:
Property Owner: Smith Family Trust
C/O Mary Joseph
124 Miracle Strip Pkwy SW
Unit 1500
Ft Walton Beach, FL 32548
Parcel ID: 04-3N-23-1840-0001-0010
Site Size: 12.02 acres
Current FLU: Okaloosa County Mixed Use
Current Zoning: Okaloosa County Mixed Use
Current Land Use: Residential
The following table provides the surrounding land use designations, zoning districts, and existing uses.
Direction FLU Zoning Existing Use
North Public Lands Public Lands Public School
East Commercial & Okaloosa County
Mixed Use
Commercial Low-Intensity District
(C-1), Commercial High-Intensity
District (C-2) & Okaloosa County
Mixed Use
Vacant, Commercial &
Residential
South Mixed Use Mixed Use Vacant & Residential
Page 33 of 235
West Residential Single and Multi-Family Density
Dwelling District (R-3)
Vacant
The subject property is currently vacant, and a development application has not been submitted. Based on the
requested land-use and zoning designations, the property can be developed for residential and/or low-intensity
commercial use.
Staff reviewed the request for a comprehensive plan amendment and finds the following:
- The proposed future land use map designation is compatible with the surrounding area.
- The proposed future land use map designation is consistent with the city’s comprehensive plan and
land development code.
- The process for adoption of the future land use map amendment follows all requirements of Florida
statute sections 163.3184 (3) and (5).
- The proposed amendment does not involve a text change to goals, policies, and objectives of the
comprehensive plan. It only proposes a land use change to the future land use map for a site-
specific small-scale development.
- The subject property is not located within an area of critical state concern.
Courtesy notices were mailed to property owners within 300 feet of the subject property on May 15, 2023. The
property was posted on May 22, 2023. An advertisement ran in the Crestview News Bulletin on May 25 and
June 1, 2023.
GOALS & OBJECTIVES
This item is consistent with the goals in A New View Strategic Plan 2020 as follows.
Foundational – these are the four areas of focus that make up the necessary foundation of a successful local
government.
Financial Sustainability – Achieve long term financial sustainability.
Organizational Capacity, Effectiveness & Efficiency – To efficiently & effectively provide the highest
quality of public services.
Quality of Life – these six areas focus on the overall experience when provided by the city.
Community Character – Promote desirable growth with a hometown atmosphere.
Opportunity – Promote an environment that encourages economic and educational opportunity.
Community Culture – Develop a specific identity for Crestview.
FINANCIAL IMPACT
The fees for the comprehensive plan amendment have been waived for this application as it was received
during the moratorium on annexation fees. There is no additional cost of advertising as the comprehensive plan
amendment request was included in the advertisement for annexation.
RECOMMENDED ACTION
Staff respectfully requests a motion to table this item until the August 14 City Council meeting.
Page 34 of 235
Attachments
1. Exhibit Packet
Page 35 of 235
ORDINANCE: 1933
AN ORDINANCE OF THE CITY OF CRESTVIEW, FLORIDA,
AMENDING ITS ADOPTED COMPREHENSIVE PLAN; PROVIDING
FOR AUTHORITY; PROVIDING FOR FINDINGS OF FACT;
PROVIDING FOR PURPOSE; PROVIDING FOR CHANGING THE
FUTURE LAND USE DESIGNATION FROM OKALOOSA COUNTY
MIXED USE TO MIXED USE (MU) ON APPROXIMATELY 12.02
ACRES, MORE OR LESS, IN SECTION 4, TOWNSHIP 3 NORTH,
RANGE 23 WEST; PROVIDING FOR FUTURE LAND USE MAP
AMENDMENT; PROVIDING FOR SEVERABILITY; PROVIDING FOR
SCRIVENER’S ERRORS; PROVIDING FOR LIBERAL
INTERPRETATION; PROVIDING FOR REPEAL OF CONFLICTING
CODES AND ORDINANCES; AND PROVIDING FOR AN EFFECTIVE
DATE.
BE IT ORDAINED BY THE CITY COUNCIL OF CRESTVIEW, FLORIDA, AS FOLLOWS:
SECTION 1 – AUTHORITY. The authority for enactment of this Ordinance is Section 2 of the City Charter,
§163.3187 F.S., §166.021 F.S., §166.041 F.S. and the adopted Comprehensive Plan.
SECTION 2 – FINDINGS OF FACT. The City Council of the City of Crestview finds the following:
A. This amendment will promote compact, orderly development and discourage urban sprawl; and
B. A public hearing has been conducted after "due public notice" by the Crestview Planning Board sitting
as the Local Planning Agency with its recommendations reported to the City Council; and
C. A public hearing has been conducted by the City Council after "due public notice"; and
D. This amendment involves changing the future land use designation from Okaloosa County Mixed Use
to Mixed Use (MU) on a parcel of land containing 12.02 acres, more or less, lying within the corporate
limits of the City; and
E. This amendment is consistent with the adopted Comprehensive Plan and is in the best interests of the
City and its citizens.
SECTION 3 – PURPOSE. The purpose of this Ordinance is to adopt an amendment to the "City of Crestview
Comprehensive Plan: 2020." The amendment is described in Section 4 below.
SECTION 4 – FUTURE LAND USE MAP AMENDMENT. The Future Land Use Map is amended by
changing the future land use category of a parcel containing approximately 12.02 acres of land, more or less, from
Okaloosa County Mixed Use to Mixed Use (MU). For the purposes of this Ordinance and Comprehensive Plan
Amendment, the 12.02 acres, more or less, is known as Parcel 04-3N-23-1840-0001-0010 and commonly
described as:
Lot One (1) to Ten (10) inclusive of Block One (1) Oakdale Miniature Farms Subdivision
according to plat on file in the Office of Clerk of Circuit Court, Okaloosa County, Florida, LESS,
begin at the Northeast corner of Lot Six (6) of Block One (1) of Oakdale Miniature Farms,
Crestview, Florida, thence run in a Westerly direction along the North boundary of said Lot 6, One
Hundred Feet; thence parallel with Garden Street run in a Southerly direction One Hundred Feet;
thence parallel with the North boundary of said Lot 6 run in an Easterly direction One Hundred
feet to Garden Street; thence on the West boundary of Garden Street in a Northerly direction run
Page 36 of 235
One Hundred feet to Point of Beginning. Being in said Lot Six (6) as per plat on file with the Clerk
of Circuit Court of Okaloosa County, Florida.
The Mixed Use (MU) Future Land Use Category is hereby imposed on Parcel 04-3N-23-1840-0001-0010.
Exhibit A, which is attached hereto and made a part hereof by reference, graphically depicts the revisions to the
Future Land Use Map and shows Parcel 04-3N-23-1840-0001-0010 thereon.
SECTION 5 – SEVERABILITY. If any word, phrase, sentence, paragraph or provision of this ordinance or the
application thereof to any person or circumstance is held invalid or unconstitutional, such finding shall not affect
the other provisions or applications of this ordinance which can be given effect without the invalid or
unconstitutional provision or application, and to this end the provisions of this ordinance are declared severable.
SECTION 6 – SCRIVENER’S ERRORS. The correction of typographical errors which do not affect the intent
of this Ordinance may be authorized by the City Manager or the City Manager’s designee, without public hearing,
by filing a corrected or re-codified copy with the City Clerk.
SECTION 7 – ORDINANCE TO BE LIBERALLY CONSTRUED. This Ordinance shall be liberally
construed in order to effectively carry out the purposes hereof which are deemed not to adversely affect public
health, safety, or welfare.
SECTION 8 – REPEAL OF CONFLICTING CODES, ORDINANCES, AND RESOLUTIONS. All
Charter provisions, codes, ordinances and resolutions or parts of charter provisions, codes, ordinances and
resolutions or portions thereof of the City of Crestview, in conflict with the provisions of this Ordinance are
hereby repealed to the extent of such conflict.
SECTION 9 – EFFECTIVE DATE. The effective date of this plan amendment and ordinance shall be thirty-
one (31) days after adoption on second reading by the City Council, unless the amendment is challenged pursuant
to §163.3187, F.S. If challenged, the effective date shall be the date a Final Order is issued by the State Land
Planning Agency or the Administration Commission finding the amendment in compliance with §163.3184, F.S.
Passed and adopted on second reading by the City Council of Crestview, Florida on the 26th day of June, 2023.
ATTEST:
_____________________________________
Maryanne Schrader
City Clerk
Approved by me this 26th day of June, 2023.
______________________________________
J. B. Whitten
Mayor
Page 37 of 235
Page 38 of 235
N FERDON BLVD
OLD BETHEL RD HWY 85 N
AIRPORT RD
N FERDON BLVD
HWY 85 N
Vicinity Map
¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
Not to Scale
Subject Parcel(s)
Page 39 of 235
JONES RD
GARDEN ST
N FERDON BLVD
INDUSTRIAL DR
THIRD AVE
OAK LN
SHADY LN
THIRD AVE
N FERDON BLVD
Existing Use¯
0 300150
Feet
Legend
Subject Parcel
City Limits
Existing
Chu rchesClubs/Lodges
Fin ancialGym/FitnessImproved A
Mu nicipalNo AG Acre
OfficePrivate Sch oolPublic School
Res tau rantService Shop
Sin gle FamilyStoresSupermarket
Vacan tVacant Commer cial
Vacan t/CommercialVehicle SaleWarehouse
Page 40 of 235
JONES RD
GARDEN ST
N FERDON BLVD
INDUSTRIAL DR
THIRD AVE
OAK LN
SHADY LN
THIRD AVE
N FERDON BLVD
CurrentFuture Land Use¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Pa rcel
City Limits
City Futur e Land Use
Comm ercia l (C)Industrial (IN)Mixed Use (MU)Conserva tion (CON)Public Land s (PL)Residential (R)
County Futur e Land Use
Mixed Use (MU)
Page 41 of 235
JONES RD
GARDEN ST
N FERDON BLVD
INDUSTRIAL DR
THIRD AVE
OAK LN
SHADY LN
THIRD AVE
N FERDON BLVD
CurrentZoning¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City Limits
City ZoningSingle Family Estate Dwelling District (R-1E)Single Family Low De nsity District (R-1)Single Family Medium Density District (R-2)Single and Multi-Fam ily Dwelling District(R-3)Mixed Use (MU)Comme rcial (C-1)Comme rcial (C-2)Industrial (IN)Public Lands (P)Conservation (E)
County Zonin gMixed Use (MU)
Page 42 of 235
JONES RD
GARDEN ST
N FERDON BLVD
INDUSTRIAL DR
THIRD AVE
OAK LN
SHADY LN
THIRD AVE
N FERDON BLVD
ProposedFuture Land Use
¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City
City Futur e Land
Com me rcia lIndustrial
Mixed U seConservation
Public La nd sResidential
County Future Land
Mixed U se
Page 43 of 235
JONES RD
GARDEN ST
N FERDON BLVD
INDUSTRIAL DR
THIRD AVE
OAK LN
SHADY LN
THIRD AVE
N FERDON BLVD
ProposedZoning¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City Limits
City Zoning
Single Family Estate Dwelling District(R-1E)Single Family Low De nsity District (R-1)
Single Family Medium Density District(R-2)Single and Multi-Fam ily DwellingDistrict (R-3)
Mixed Use (MU)
Comme rcial (C-1)
Comme rcial (C-2)
Industrial (IN)
Public Lands (P)
Conservation (E)
County Zoning
Mixed Use (MU)
Page 44 of 235
CITY OF CRESTVIEW Item # 7.3.
Staff Report
CITY COUNCIL MEETING DATE: June 26, 2023
TYPE OF AGENDA ITEM: Second reading
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Barry Henderson, Development Services Director, Nicholas Schwendt, Senior Planner
DATE: 6/22/2023
SUBJECT: Ord. 1934 - Third Avenue Rezoning
BACKGROUND:
On May 10, 2023, staff received an application to annex and to amend the comprehensive plan and zoning
designations for property located at 2203 Third Avenue.
The subject property is currently located within unincorporated Okaloosa County with a future land use and
zoning designation of Mixed Use.
The application requests the Mixed Use (MU) zoning designation for the property.
The Planning and Development Board recommended approval of the request on June 5, 2023, and the first
reading was approved by the City Council on June 12, 2023.
DISCUSSION:
The property description is as follows:
Property Owner: Smith Family Trust
C/O Mary Joseph
124 Miracle Strip Pkwy SW
Unit 1500
Ft Walton Beach, FL 32548
Parcel ID: 04-3N-23-1840-0001-0010
Site Size: 12.02 acres
Current FLU: Okaloosa County Mixed Use
Current Zoning: Okaloosa County Mixed Use
Current Land Use: Residential
The following table provides the surrounding land use designations, zoning districts, and existing uses.
Direction FLU Zoning Existing Use
North Public Lands Public Lands Public School
East Commercial & Okaloosa County
Mixed Use
Commercial Low-Intensity District
(C-1), Commercial High-Intensity
District (C-2) & Okaloosa County
Mixed Use
Vacant, Commercial &
Residential
South Mixed Use Mixed Use Vacant & Residential
Page 45 of 235
West Residential Single and Multi-Family Density
Dwelling District (R-3)
Vacant
The subject property is currently vacant, and a development application has not been submitted. Based on the
requested land-use and zoning designations, the property can be developed for residential and/or low-intensity
commercial use.
Staff reviewed the request for rezoning and finds the following:
- The proposed zoning is consistent with the proposed future land use designation.
- The uses within the requested zoning district are compatible with uses in the adjacent zoning districts.
- The requested use is not substantially more or less intense than allowable development on adjacent
parcels.
Courtesy notices were mailed to property owners within 300 feet of the subject property on May 15, 2023. The
property was posted on May 22, 2023. An advertisement ran in the Crestview News Bulletin on May 25 and
June 1, 2023.
GOALS & OBJECTIVES
This item is consistent with the goals in A New View Strategic Plan 2020 as follows.
Foundational – these are the four areas of focus that make up the necessary foundation of a successful local
government.
Financial Sustainability – Achieve long term financial sustainability.
Organizational Capacity, Effectiveness & Efficiency – To efficiently & effectively provide the highest
quality of public services.
Quality of Life – these six areas focus on the overall experience when provided by the city.
Community Character – Promote desirable growth with a hometown atmosphere.
Opportunity – Promote an environment that encourages economic and educational opportunity.
Community Culture – Develop a specific identity for Crestview.
FINANCIAL IMPACT
The fees for the rezoning request have been waived for this application as it was received during the
moratorium on annexation fees. There is no additional cost of advertising as the rezoning request was included
in the advertisement for annexation.
RECOMMENDED ACTION
Staff respectfully requests a motion to table this item until the August 14 City Council meeting.
Attachments
1. Exhibit Packet
Page 46 of 235
ORDINANCE: 1934
AN ORDINANCE OF THE CITY OF CRESTVIEW, FLORIDA,
PROVIDING FOR THE REZONING OF 12.02 ACRES, MORE OR LESS,
OF REAL PROPERTY, LOCATED IN SECTION 4, TOWNSHIP 3
NORTH, RANGE 23 WEST, FROM THE OKALOOSA COUNTY MIXED
USE ZONING DISTRICT TO THE MIXED USE (MU) ZONING
DISTRICT; PROVIDING FOR AUTHORITY; PROVIDING FOR THE
UPDATING OF THE CRESTVIEW ZONING MAP; PROVIDING FOR
SEVERABILITY; PROVIDING FOR SCRIVENER’S ERRORS;
PROVIDING FOR LIBERAL INTERPRETATION; PROVIDING FOR
REPEAL OF CONFLICTING CODES AND ORDINANCES; AND
PROVIDING FOR AN EFFECTIVE DATE.
BE IT ORDAINED BY THE CITY COUNCIL OF CRESTVIEW, FLORIDA AS FOLLOWS:
SECTION 1 – AUTHORITY. The authority for enactment of this ordinance is Section 166.041, Florida Statutes
and Chapter 102, City Code.
SECTION 2 – PROPERTY REZONED. The following described 12.02 acres, more or less, of real property
lying within the corporate limits of Crestview, Florida, with 12.02 acres, more or less, being formerly zoned
Okaloosa County Mixed Use with the Mixed Use (MU) Future Land Use Map designation recently ratified by
the City Council through adoption of Ordinance 1933, is hereby rezoned to Mixed Use (MU) to wit:
PIN # 04-3N-23-1840-0001-0010
Lot One (1) to Ten (10) inclusive of Block One (1) Oakdale Miniature Farms Subdivision
according to plat on file in the Office of Clerk of Circuit Court, Okaloosa County, Florida, LESS,
begin at the Northeast corner of Lot Six (6) of Block One (1) of Oakdale Miniature Farms,
Crestview, Florida, thence run in a Westerly direction along the North boundary of said Lot 6, One
Hundred Feet; thence parallel with Garden Street run in a Southerly direction One Hundred Feet;
thence parallel with the North boundary of said Lot 6 run in an Easterly direction One Hundred
feet to Garden Street; thence on the West boundary of Garden Street in a Northerly direction run
One Hundred feet to Point of Beginning. Being in said Lot Six (6) as per plat on file with the Clerk
of Circuit Court of Okaloosa County, Florida.
SECTION 3 – MAP UPDATE. The Crestview Zoning Map, current edition, is hereby amended to reflect
the above changes concurrent with passage of this ordinance, which is attached hereto.
SECTION 4 – SEVERABILITY. If any word, phrase, sentence, paragraph or provision of this ordinance or the
application thereof to any person or circumstance is held invalid or unconstitutional, such finding shall not affect
the other provisions or applications of this ordinance which can be given effect without the invalid or
unconstitutional provision or application, and to this end the provisions of this ordinance are declared severable.
SECTION 5 – SCRIVENER’S ERRORS. The correction of typographical errors which do not affect the intent
of this Ordinance may be authorized by the City Manager or the City Manager’s designee, without public hearing,
by filing a corrected or re-codified copy with the City Clerk.
SECTION 6 – ORDINANCE TO BE LIBERALLY CONSTRUED. This Ordinance shall be liberally
construed in order to effectively carry out the purposes hereof which are deemed not to adversely affect public
health, safety, or welfare.
Page 47 of 235
SECTION 7 – REPEAL OF CONFLICTING CODES, ORDINANCES, AND RESOLUTIONS. All
Charter provisions, codes, ordinances and resolutions or parts of charter provisions, codes, ordinances and
resolutions or portions thereof of the City of Crestview, in conflict with the provisions of this Ordinance are
hereby repealed to the extent of such conflict.
SECTION 8 – EFFECTIVE DATE. The effective date of this Ordinance shall be the date Comprehensive Plan
Amendment is adopted by Ordinance # 1933 and becomes legally effective.
Passed and adopted on second reading by the City Council of Crestview, Florida on the 26th day of June, 2023.
ATTEST:
_____________________________________
Maryanne Schrader
City Clerk
Approved by me this 26th day of June, 2023.
______________________________________
J. B. Whitten
Mayor
Page 48 of 235
Page 49 of 235
N FERDON BLVD
OLD BETHEL RD HWY 85 N
AIRPORT RD
N FERDON BLVD
HWY 85 N
Vicinity Map
¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
Not to Scale
Subject Parcel(s)
Page 50 of 235
JONES RD
GARDEN ST
N FERDON BLVD
INDUSTRIAL DR
THIRD AVE
OAK LN
SHADY LN
THIRD AVE
N FERDON BLVD
Existing Use¯
0 300150
Feet
Legend
Subject Parcel
City Limits
Existing
Chu rchesClubs/Lodges
Fin ancialGym/FitnessImproved A
Mu nicipalNo AG Acre
OfficePrivate Sch oolPublic School
Res tau rantService Shop
Sin gle FamilyStoresSupermarket
Vacan tVacant Commer cial
Vacan t/CommercialVehicle SaleWarehouse
Page 51 of 235
JONES RD
GARDEN ST
N FERDON BLVD
INDUSTRIAL DR
THIRD AVE
OAK LN
SHADY LN
THIRD AVE
N FERDON BLVD
CurrentFuture Land Use¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Pa rcel
City Limits
City Futur e Land Use
Comm ercia l (C)Industrial (IN)Mixed Use (MU)Conserva tion (CON)Public Land s (PL)Residential (R)
County Futur e Land Use
Mixed Use (MU)
Page 52 of 235
JONES RD
GARDEN ST
N FERDON BLVD
INDUSTRIAL DR
THIRD AVE
OAK LN
SHADY LN
THIRD AVE
N FERDON BLVD
CurrentZoning¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City Limits
City ZoningSingle Family Estate Dwelling District (R-1E)Single Family Low De nsity District (R-1)Single Family Medium Density District (R-2)Single and Multi-Fam ily Dwelling District(R-3)Mixed Use (MU)Comme rcial (C-1)Comme rcial (C-2)Industrial (IN)Public Lands (P)Conservation (E)
County Zonin gMixed Use (MU)
Page 53 of 235
JONES RD
GARDEN ST
N FERDON BLVD
INDUSTRIAL DR
THIRD AVE
OAK LN
SHADY LN
THIRD AVE
N FERDON BLVD
ProposedFuture Land Use
¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City
City Futur e Land
Com me rcia lIndustrial
Mixed U seConservation
Public La nd sResidential
County Future Land
Mixed U se
Page 54 of 235
JONES RD
GARDEN ST
N FERDON BLVD
INDUSTRIAL DR
THIRD AVE
OAK LN
SHADY LN
THIRD AVE
N FERDON BLVD
ProposedZoning¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City Limits
City Zoning
Single Family Estate Dwelling District(R-1E)Single Family Low De nsity District (R-1)
Single Family Medium Density District(R-2)Single and Multi-Fam ily DwellingDistrict (R-3)
Mixed Use (MU)
Comme rcial (C-1)
Comme rcial (C-2)
Industrial (IN)
Public Lands (P)
Conservation (E)
County Zoning
Mixed Use (MU)
Page 55 of 235
CITY OF CRESTVIEW Item # 7.4.
Staff Report
CITY COUNCIL MEETING DATE: June 26, 2023
TYPE OF AGENDA ITEM: Second reading
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Barry Henderson, Development Services Director, Nicholas Schwendt, Senior Planner
DATE: 6/22/2023
SUBJECT: Ord. 1935 - Brookmeade Drive Annexation
BACKGROUND:
On April 13, 2023, staff received an application to annex and to amend the comprehensive plan and zoning
designations for property located Brookmeade Drive.
The subject property is currently located within unincorporated Okaloosa County with a future land use and
zoning designation of Mixed Use.
The Planning and Development Board recommended approval of the request on June 5, 2023, and the first
reading was approved by the City Council on June 12, 2023.
DISCUSSION:
The property description is as follows:
Property Owner: Magnolia Creeks LLC
107 N Partin Dr
Niceville, FL 32578
Parcel ID: 28-3N-23-0000-0013-001A
Site Size: 2.36 acres
Current FLU: Okaloosa County Mixed Use
Current Zoning: Okaloosa County Mixed Use
Current Land Use: Vacant
The following table provides the surrounding land use designations, zoning districts, and existing uses.
Direction FLU Zoning Existing Use
North Okaloosa County Mixed Use Okaloosa County Mixed Use Residential
East Okaloosa County Mixed Use Okaloosa County Mixed Use Residential
South Mixed Use (MU) Mixed Use (MU) Vacant
West Commercial (C) Commercial Low-Intensity District
(C-1)
Vacant
The subject property is currently vacant, and a development application has not been submitted. Based on the
requested land-use and zoning designations, the property can be developed for commercial use.
Page 56 of 235
Staff has reviewed the application based on the criteria detailed in Florida statute 171.043 for annexations and
finds the following:
- The property is contiguous to the city limits;
- The property is comprised of one (1) lot in unincorporated Okaloosa County, and is therefore
considered compact;
- The annexation of the property would not create an enclave
- The subject property is not included in the boundary of another municipality; and,
- The subject property meets the definition of urban purposes.
Courtesy notices were mailed to property owners within 300 feet of the subject property on May 15, 2023. The
property was posted on May 22, 2023. An advertisement ran in the Crestview News Bulletin on May 25 and
June 1, 2023.
GOALS & OBJECTIVES
This item is consistent with the goals in A New View Strategic Plan 2020 as follows.
Foundational – these are the four areas of focus that make up the necessary foundation of a successful local
government.
Financial Sustainability – Achieve long term financial sustainability.
Organizational Capacity, Effectiveness & Efficiency – To efficiently & effectively provide the highest
quality of public services.
Quality of Life – these six areas focus on the overall experience when provided by the city.
Community Character – Promote desirable growth with a hometown atmosphere.
Opportunity – Promote an environment that encourages economic and educational opportunity.
Community Culture – Develop a specific identity for Crestview.
FINANCIAL IMPACT
The fees for annexation have been waived for this application as it was received during the moratorium on
annexation fees.
The cost of advertising was $544.50.
The successful annexation of this property will have positive future impacts, including ad valorem revenue
based on future taxable assessed value, development and building permit fees, and utility usage fees.
RECOMMENDED ACTION
Staff respectfully requests adoption of Ordinance 1935 on second reading.
Attachments
1. Exhibit Packet
Page 57 of 235
ORDINANCE: 1935
AN ORDINANCE ANNEXING TO THE CITY OF CRESTVIEW,
FLORIDA, ± 2.36 ACRES OF CONTIGUOUS LANDS LOCATED IN
SECTION 28, TOWNSHIP 3 NORTH, RANGE 23 WEST, AND BEING
DESCRIBED AS SET FORTH HEREIN; PROVIDING FOR
AUTHORITY; PROVIDING FOR LAND DESCRIPTION; PROVIDING
FOR BOUNDARY; PROVIDING FOR LAND USE AND ZONING
DESIGNATION; PROVIDING FOR AMENDMENT TO THE BASE,
LAND USE AND ZONING MAPS; PROVIDING FOR A
COMPREHENSIVE PLAN AMENDMENT; PROVIDING FOR FILING
WITH THE CLERK OF CIRCUIT COURT OF OKALOOSA COUNTY,
THE CHIEF ADMINISTRATIVE OFFICER OF OKALOOSA COUNTY
AND THE FLORIDA DEPARTMENT OF STATE; PROVIDING FOR
SEVERABILITY; PROVIDING FOR SCRIVENER’S ERRORS;
PROVIDING FOR LIBERAL INTERPRETATION; PROVIDING FOR
REPEAL OF CONFLICTING CODES AND ORDINANCES; AND
PROVIDING FOR AN EFFECTIVE DATE.
BE IT ORDAINED BY THE CITY COUNCIL OF CRESTVIEW, FLORIDA AS FOLLOWS:
SECTION 1 – AUTHORITY. The authority for enactment of this ordinance is Chapter 171, Florida Statutes,
and Section 2 of the City Charter.
SECTION 2 – LAND DESCRIPTION. The following described unincorporated area contiguous to the City of
Crestview, Florida, is hereby annexed to the City:
PIN # 28-3N-23-0000-0013-001A (Deed recorded in Book 3676, page 1703, dated May 23, 2023)
Beginning at the Southwest corner of the Northwest Quarter of Section 28, Township 3 North,
Range 23 West, Okaloosa County, Florida, proceed N-2°14'21" E 660.81 feet along section line,
thence S-88°02'll" E 500 feet, thence S-10°14'37" W 86.62 feet, thence S-38°23'37" E 90.15 feet,
thence S-8°24'35" W 92.52 feet, thence S-40°53'07" W 59.33 feet, thence S-56°17'10" W 105.89
feet, thence S-33°56'18" W 361.27 feet to South line of Northwest Quarter thence N-88°03'24" W
224.l feet to POB.
LESS AND EXCEPT Portion contained in Official Records Book 1422, Page 655
SECTION 3 – BOUNDARY. The existing boundary line of the City of Crestview, Florida, is modified to
include the herein referenced tract of land and the base, zoning and land use maps shall be updated to reflect these
changes pursuant to law.
SECTION 4 – LAND USE AND ZONING. Pursuant to general law, the property hereby annexed was subject
to Okaloosa County land development, land use plan, and zoning or subdivision regulations, which shall remain
in full force and effect until rezoning and land use changes are finalized by the City in compliance with the
Comprehensive Plan.
SECTION 5 – COMPREHENSIVE PLAN UPDATE. Pursuant to Chapter 163.011, et seq. petitioner for
annexation shall apply through the City for a Comprehensive Plan change which will designate the future land
use category for the parcel, with a zoning designation to be assigned and run concurrent with the approval and
adoption of the Comprehensive Plan amendment by the proper authorities.
Page 58 of 235
SECTION 6 – MAP UPDATE. The Base, Zoning and Future Land Use Maps shall be updated at the earliest
possible date.
SECTION 7 – FILING. Upon passage, the City Clerk is directed to file a copy of this ordinance with the Clerk
of Circuit Court of Okaloosa County and with the Florida Department of the State.
SECTION 8 – SEVERABILITY. If any word, phrase, sentence, paragraph or provision of this ordinance or the
application thereof to any person or circumstance is held invalid or unconstitutional, such finding shall not affect
the other provisions or applications of this ordinance which can be given effect without the invalid or
unconstitutional provision or application, and to this end the provisions of this ordinance are declared severable.
SECTION 9 – SCRIVENER’S ERRORS. The correction of typographical errors which do not affect the intent
of this Ordinance may be authorized by the City Manager or the City Manager’s designee, without public hearing,
by filing a corrected or re-codified copy with the City Clerk.
SECTION 10 – ORDINANCE TO BE LIBERALLY CONSTRUED. This Ordinance shall be liberally
construed in order to effectively carry out the purposes hereof which are deemed not to adversely affect public
health, safety, or welfare.
SECTION 11 – REPEAL OF CONFLICTING CODES, ORDINANCES, AND RESOLUTIONS. All
Charter provisions, codes, ordinances and resolutions or parts of charter provisions, codes, ordinances and
resolutions or portions thereof of the City of Crestview, in conflict with the provisions of this Ordinance are
hereby repealed to the extent of such conflict.
SECTION 12 – EFFECTIVE DATE. This ordinance shall take effect immediately upon its adoption.
Passed and adopted on second reading by the City Council of Crestview, Florida on the 26th day of June, 2023.
ATTEST:
_____________________________________
Maryanne Schrader
City Clerk
Approved by me this 26th day of June, 2023.
______________________________________
J. B. Whitten
Mayor
Page 59 of 235
Page 60 of 235
I-10
S FERDON BLVD
I-10
S FERDON BLVD
Vicinity Map
¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
Not to Scale
Subject Parcel(s)
Page 61 of 235
BROOKMEADE DR
N
I
C
O
L
E
L
NTRENTON AVE
RUBY LN
CREVE CORE DR
LADUE AVE
NICOLE LN
Existing Use¯
0 300150
Feet
Legend
Subject Parcel
City Limits
Existing Use
Churches
Commercial
Header Rec
Ho mes fo r
Multi-Family
Munic ipal
No AG Acre
Res Co mmon
Single Family
State
Vac ant
Wasteland
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
Page 62 of 235
BROOKMEADE DR
N
I
C
O
L
E
L
NTRENTON AVE
RUBY LN
CREVE CORE DR
LADUE AVE
NICOLE LN
CurrentFuture Land Use¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City Limits
City Future Land Use
Commercial (C)Industrial (IN)Mixed Us e (MU)Conservation (CON)Public Lands (PL)Residential (R)
County Future Land Use
Mixed Us e (MU)
Page 63 of 235
BROOKMEADE DR
N
I
C
O
L
E
L
NTRENTON AVE
RUBY LN
CREVE CORE DR
LADUE AVE
NICOLE LN
CurrentZoning¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City Limits
City ZoningSingle Family Estate Dwelling Distr ict (R-1E)Single Family Low Density District (R-1)Single Family Medium Density District (R-2)Single and Multi-Fa mily Dwelling District(R-3)Mixed Use (MU)Commercial (C-1)Commercial (C-2)Industrial (IN)Public Lands (P)Conser va tion (E)
County ZoningMixed Use (MU)
Page 64 of 235
BROOKMEADE DR
N
I
C
O
L
E
L
NTRENTON AVE
RUBY LN
CREVE CORE DR
LADUE AVE
NICOLE LN
ProposedFuture Land Use
¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City
City Futur e Land Us e
Com me rcia l (C)Industrial
Mixed U seConservation (CON)
Public La nd s (PL)Residential (R)
County Future Land Use
Mixed U se
Page 65 of 235
BROOKMEADE DR
N
I
C
O
L
E
L
NTRENTON AVE
RUBY LN
CREVE CORE DR
LADUE AVE
NICOLE LN
ProposedZoning¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City Limits
City Zoning
Single Family Estate Dwelling District(R-1E)
Single Family Low De nsity District (R-1)Single Family Medium Density District(R-2)Single and Multi-Fam ily DwellingDistrict (R-3)Mixed Use (MU)
Comme rcial (C-1)
Comme rcial (C-2)
Industrial (IN)
Public Lands (P)
Conservation (E)
County Zoning
Mixed Use (MU)
Page 66 of 235
CITY OF CRESTVIEW Item # 7.5.
Staff Report
CITY COUNCIL MEETING DATE: June 26, 2023
TYPE OF AGENDA ITEM: Second reading
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Barry Henderson, Development Services Director, Nicholas Schwendt, Senior Planner
DATE: 6/22/2023
SUBJECT: Ord. 1936 - Brookmeade Drive Comprehensive Plan Amendment
BACKGROUND:
On April 13, 2023, staff received an application to annex and to amend the comprehensive plan and zoning
designations for property located Brookmeade Drive.
The subject property is currently located within unincorporated Okaloosa County with a future land use and
zoning designation of Mixed Use.
The application requests the Commercial (C) future land use designation for the property.
The Planning and Development Board recommended approval of the request on June 5, 2023, and the first
reading was approved by the City Council on June 12, 2023.
DISCUSSION:
The property description is as follows:
Property Owner: Magnolia Creeks LLC
107 N Partin Dr
Niceville, FL 32578
Parcel ID: 28-3N-23-0000-0013-001A
Site Size: 2.36 acres
Current FLU: Okaloosa County Mixed Use
Current Zoning: Okaloosa County Mixed Use
Current Land Use: Vacant
The following table provides the surrounding land use designations, zoning districts, and existing uses.
Direction FLU Zoning Existing Use
North Okaloosa County Mixed Use Okaloosa County Mixed Use Residential
East Okaloosa County Mixed Use Okaloosa County Mixed Use Residential
South Mixed Use (MU) Mixed Use (MU) Vacant
West Commercial (C) Commercial Low-Intensity District
(C-1)
Vacant
Page 67 of 235
The subject property is currently vacant, and a development application has not been submitted. Based on the
requested land-use and zoning designations, the property can be developed for commercial use.
Staff has reviewed the application based on the criteria detailed in Florida statute 171.043 for annexations and
finds the following:
- The property is contiguous to the city limits;
- The property is comprised of one (1) lot in unincorporated Okaloosa County, and is therefore
considered compact;
- The annexation of the property would not create an enclave
- The subject property is not included in the boundary of another municipality; and,
- The subject property meets the definition of urban purposes.
Courtesy notices were mailed to property owners within 300 feet of the subject property on May 15, 2023. The
property was posted on May 22, 2023. An advertisement ran in the Crestview News Bulletin on May 25 and
June 1, 2023.
GOALS & OBJECTIVES
This item is consistent with the goals in A New View Strategic Plan 2020 as follows.
Foundational – these are the four areas of focus that make up the necessary foundation of a successful local
government.
Financial Sustainability – Achieve long term financial sustainability.
Organizational Capacity, Effectiveness & Efficiency – To efficiently & effectively provide the highest
quality of public services.
Quality of Life – these six areas focus on the overall experience when provided by the city.
Community Character – Promote desirable growth with a hometown atmosphere.
Opportunity – Promote an environment that encourages economic and educational opportunity.
Community Culture – Develop a specific identity for Crestview.
FINANCIAL IMPACT
The fees for the comprehensive plan amendment have been waived for this application as it was received
during the moratorium on annexation fees. There is no additional cost of advertising as the comprehensive plan
amendment request was included in the advertisement for annexation.
RECOMMENDED ACTION
Staff respectfully requests adoption of Ordinance 1936 on second reading.
Attachments
1. Exhibit Packet
Page 68 of 235
ORDINANCE: 1936
AN ORDINANCE OF THE CITY OF CRESTVIEW, FLORIDA,
AMENDING ITS ADOPTED COMPREHENSIVE PLAN; PROVIDING
FOR AUTHORITY; PROVIDING FOR FINDINGS OF FACT;
PROVIDING FOR PURPOSE; PROVIDING FOR CHANGING THE
FUTURE LAND USE DESIGNATION FROM OKALOOSA COUNTY
MIXED USE TO COMMERCIAL (C) ON APPROXIMATELY 2.36
ACRES, MORE OR LESS, IN SECTION 28, TOWNSHIP 3 NORTH,
RANGE 23 WEST; PROVIDING FOR FUTURE LAND USE MAP
AMENDMENT; PROVIDING FOR SEVERABILITY; PROVIDING FOR
SCRIVENER’S ERRORS; PROVIDING FOR LIBERAL
INTERPRETATION; PROVIDING FOR REPEAL OF CONFLICTING
CODES AND ORDINANCES; AND PROVIDING FOR AN EFFECTIVE
DATE.
BE IT ORDAINED BY THE CITY COUNCIL OF CRESTVIEW, FLORIDA, AS FOLLOWS:
SECTION 1 – AUTHORITY. The authority for enactment of this Ordinance is Section 2 of the City Charter,
§163.3187 F.S., §166.021 F.S., §166.041 F.S. and the adopted Comprehensive Plan.
SECTION 2 – FINDINGS OF FACT. The City Council of the City of Crestview finds the following:
A. This amendment will promote compact, orderly development and discourage urban sprawl; and
B. A public hearing has been conducted after "due public notice" by the Crestview Planning Board sitting
as the Local Planning Agency with its recommendations reported to the City Council; and
C. A public hearing has been conducted by the City Council after "due public notice"; and
D. This amendment involves changing the future land use designation from Okaloosa County Mixed Use
to Commercial (C) on a parcel of land containing 2.36 acres, more or less, lying within the corporate limits
of the City; and
E. This amendment is consistent with the adopted Comprehensive Plan and is in the best interests of the
City and its citizens.
SECTION 3 – PURPOSE. The purpose of this Ordinance is to adopt an amendment to the "City of Crestview
Comprehensive Plan: 2020." The amendment is described in Section 4 below.
SECTION 4 – FUTURE LAND USE MAP AMENDMENT. The Future Land Use Map is amended by
changing the future land use category of a parcel containing approximately 2.36 acres of land, more or less, from
Okaloosa County Mixed Use to Commercial (C). For the purposes of this Ordinance and Comprehensive Plan
Amendment, the 2.36 acres, more or less, is known as Parcel 28-3N-23-0000-0013-001A and commonly
described as:
Beginning at the Southwest corner of the Northwest Quarter of Section 28, Township 3 North,
Range 23 West, Okaloosa County, Florida, proceed N-2°14'21" E 660.81 feet along section line,
thence S-88°02'll" E 500 feet, thence S-10°14'37" W 86.62 feet, thence S-38°23'37" E 90.15 feet,
thence S-8°24'35" W 92.52 feet, thence S-40°53'07" W 59.33 feet, thence S-56°17'10" W 105.89
feet, thence S-33°56'18" W 361.27 feet to South line of Northwest Quarter thence N-88°03'24" W
224.l feet to POB.
Page 69 of 235
LESS AND EXCEPT Portion contained in Official Records Book 1422, Page 655
The Commercial (C) Future Land Use Category is hereby imposed on Parcel 28-3N-23-0000-0013-001A. Exhibit
A, which is attached hereto and made a part hereof by reference, graphically depicts the revisions to the Future
Land Use Map and shows Parcel 28-3N-23-0000-0013-001A thereon.
SECTION 5 – SEVERABILITY. If any word, phrase, sentence, paragraph or provision of this ordinance or the
application thereof to any person or circumstance is held invalid or unconstitutional, such finding shall not affect
the other provisions or applications of this ordinance which can be given effect without the invalid or
unconstitutional provision or application, and to this end the provisions of this ordinance are declared severable.
SECTION 6 – SCRIVENER’S ERRORS. The correction of typographical errors which do not affect the intent
of this Ordinance may be authorized by the City Manager or the City Manager’s designee, without public hearing,
by filing a corrected or re-codified copy with the City Clerk.
SECTION 7 – ORDINANCE TO BE LIBERALLY CONSTRUED. This Ordinance shall be liberally
construed in order to effectively carry out the purposes hereof which are deemed not to adversely affect public
health, safety, or welfare.
SECTION 8 – REPEAL OF CONFLICTING CODES, ORDINANCES, AND RESOLUTIONS. All
Charter provisions, codes, ordinances and resolutions or parts of charter provisions, codes, ordinances and
resolutions or portions thereof of the City of Crestview, in conflict with the provisions of this Ordinance are
hereby repealed to the extent of such conflict.
SECTION 9 – EFFECTIVE DATE. The effective date of this plan amendment and ordinance shall be thirty-
one (31) days after adoption on second reading by the City Council, unless the amendment is challenged pursuant
to §163.3187, F.S. If challenged, the effective date shall be the date a Final Order is issued by the State Land
Planning Agency or the Administration Commission finding the amendment in compliance with §163.3184, F.S.
Passed and adopted on second reading by the City Council of Crestview, Florida on the 26th day of June, 2023.
ATTEST:
_____________________________________
Maryanne Schrader
City Clerk
Approved by me this 26th day of June, 2023.
______________________________________
J. B. Whitten
Mayor
Page 70 of 235
Page 71 of 235
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Vicinity Map
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PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
Not to Scale
Subject Parcel(s)
Page 72 of 235
BROOKMEADE DR
N
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RUBY LN
CREVE CORE DR
LADUE AVE
NICOLE LN
Existing Use¯
0 300150
Feet
Legend
Subject Parcel
City Limits
Existing Use
Churches
Commercial
Header Rec
Ho mes fo r
Multi-Family
Munic ipal
No AG Acre
Res Co mmon
Single Family
State
Vac ant
Wasteland
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BROOKMEADE DR
N
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RUBY LN
CREVE CORE DR
LADUE AVE
NICOLE LN
CurrentFuture Land Use¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City Limits
City Future Land Use
Commercial (C)Industrial (IN)Mixed Us e (MU)Conservation (CON)Public Lands (PL)Residential (R)
County Future Land Use
Mixed Us e (MU)
Page 74 of 235
BROOKMEADE DR
N
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RUBY LN
CREVE CORE DR
LADUE AVE
NICOLE LN
CurrentZoning¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City Limits
City ZoningSingle Family Estate Dwelling Distr ict (R-1E)Single Family Low Density District (R-1)Single Family Medium Density District (R-2)Single and Multi-Fa mily Dwelling District(R-3)Mixed Use (MU)Commercial (C-1)Commercial (C-2)Industrial (IN)Public Lands (P)Conser va tion (E)
County ZoningMixed Use (MU)
Page 75 of 235
BROOKMEADE DR
N
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NTRENTON AVE
RUBY LN
CREVE CORE DR
LADUE AVE
NICOLE LN
ProposedFuture Land Use
¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City
City Futur e Land Us e
Com me rcia l (C)Industrial
Mixed U seConservation (CON)
Public La nd s (PL)Residential (R)
County Future Land Use
Mixed U se
Page 76 of 235
BROOKMEADE DR
N
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RUBY LN
CREVE CORE DR
LADUE AVE
NICOLE LN
ProposedZoning¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City Limits
City Zoning
Single Family Estate Dwelling District(R-1E)
Single Family Low De nsity District (R-1)Single Family Medium Density District(R-2)Single and Multi-Fam ily DwellingDistrict (R-3)Mixed Use (MU)
Comme rcial (C-1)
Comme rcial (C-2)
Industrial (IN)
Public Lands (P)
Conservation (E)
County Zoning
Mixed Use (MU)
Page 77 of 235
CITY OF CRESTVIEW Item # 7.6.
Staff Report
CITY COUNCIL MEETING DATE: June 26, 2023
TYPE OF AGENDA ITEM: Second reading
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Barry Henderson, Development Services Director, Nicholas Schwendt, Senior Planner
DATE: 6/22/2023
SUBJECT: Ord. 1937 - Brookmeade Drive Rezoning
BACKGROUND:
On April 13, 2023, staff received an application to annex and to amend the comprehensive plan and zoning
designations for property located Brookmeade Drive.
The subject property is currently located within unincorporated Okaloosa County with a future land use and
zoning designation of Mixed Use.
The application requests the Commercial Low-Intensity District (C-1) zoning designation for the property.
The Planning and Development Board recommended approval of the request on June 5, 2023, and the first
reading was approved by the City Council on June 12, 2023.
DISCUSSION:
The property description is as follows:
Property Owner: Magnolia Creeks LLC
107 N Partin Dr
Niceville, FL 32578
Parcel ID: 28-3N-23-0000-0013-001A
Site Size: 2.36 acres
Current FLU: Okaloosa County Mixed Use
Current Zoning: Okaloosa County Mixed Use
Current Land Use: Vacant
The following table provides the surrounding land use designations, zoning districts, and existing uses.
Direction FLU Zoning Existing Use
North Okaloosa County Mixed Use Okaloosa County Mixed Use Residential
East Okaloosa County Mixed Use Okaloosa County Mixed Use Residential
South Mixed Use (MU) Mixed Use (MU) Vacant
West Commercial (C) Commercial Low-Intensity District
(C-1)
Vacant
Page 78 of 235
The subject property is currently vacant, and a development application has not been submitted. Based on the
requested land-use and zoning designations, the property can be developed for commercial use.
Staff reviewed the request for rezoning and finds the following:
- The proposed zoning is consistent with the proposed future land use designation.
- The uses within the requested zoning district are compatible with uses in the adjacent zoning districts.
- The requested use is not substantially more or less intense than allowable development on adjacent
parcels.
Courtesy notices were mailed to property owners within 300 feet of the subject property on May 15, 2023. The
property was posted on May 22, 2023. An advertisement ran in the Crestview News Bulletin on May 25 and
June 1, 2023.
GOALS & OBJECTIVES
This item is consistent with the goals in A New View Strategic Plan 2020 as follows.
Foundational – these are the four areas of focus that make up the necessary foundation of a successful local
government.
Financial Sustainability – Achieve long term financial sustainability.
Organizational Capacity, Effectiveness & Efficiency – To efficiently & effectively provide the highest
quality of public services.
Quality of Life – these six areas focus on the overall experience when provided by the city.
Community Character – Promote desirable growth with a hometown atmosphere.
Opportunity – Promote an environment that encourages economic and educational opportunity.
Community Culture – Develop a specific identity for Crestview.
FINANCIAL IMPACT
The fees for the rezoning request have been waived for this application as it was received during the
moratorium on annexation fees. There is no additional cost of advertising as the rezoning request was included
in the advertisement for annexation.
RECOMMENDED ACTION
Staff respectfully requests adoption of Ordinance 1937 on second reading.
Attachments
1. Exhibit Packet
Page 79 of 235
ORDINANCE: 1937
AN ORDINANCE OF THE CITY OF CRESTVIEW, FLORIDA,
PROVIDING FOR THE REZONING OF 2.36 ACRES, MORE OR LESS,
OF REAL PROPERTY, LOCATED IN SECTION 28, TOWNSHIP 3
NORTH, RANGE 23 WEST, FROM THE OKALOOSA COUNTY MIXED
USE ZONING DISTRICT TO THE COMMERCIAL LOW-INTENSITY
DISTRICT (C-1) ZONING DISTRICT; PROVIDING FOR AUTHORITY;
PROVIDING FOR THE UPDATING OF THE CRESTVIEW ZONING
MAP; PROVIDING FOR SEVERABILITY; PROVIDING FOR
SCRIVENER’S ERRORS; PROVIDING FOR LIBERAL
INTERPRETATION; PROVIDING FOR REPEAL OF CONFLICTING
CODES AND ORDINANCES; AND PROVIDING FOR AN EFFECTIVE
DATE.
BE IT ORDAINED BY THE CITY COUNCIL OF CRESTVIEW, FLORIDA AS FOLLOWS:
SECTION 1 – AUTHORITY. The authority for enactment of this ordinance is Section 166.041, Florida Statutes
and Chapter 102, City Code.
SECTION 2 – PROPERTY REZONED. The following described 2.36 acres, more or less, of real property
lying within the corporate limits of Crestview, Florida, with 2.36 acres, more or less, being formerly zoned
Okaloosa County Mixed Use with the Commercial (C) Future Land Use Map designation recently ratified by the
City Council through adoption of Ordinance 1936, is hereby rezoned to Commercial Low-Intensity District (C-
1) to wit:
PIN # 28-3N-23-0000-0013-001A
Beginning at the Southwest corner of the Northwest Quarter of Section 28, Township 3 North,
Range 23 West, Okaloosa County, Florida, proceed N-2°14'21" E 660.81 feet along section line,
thence S-88°02'll" E 500 feet, thence S-10°14'37" W 86.62 feet, thence S-38°23'37" E 90.15 feet,
thence S-8°24'35" W 92.52 feet, thence S-40°53'07" W 59.33 feet, thence S-56°17'10" W 105.89
feet, thence S-33°56'18" W 361.27 feet to South line of Northwest Quarter thence N-88°03'24" W
224.l feet to POB.
LESS AND EXCEPT Portion contained in Official Records Book 1422, Page 655
SECTION 3 – MAP UPDATE. The Crestview Zoning Map, current edition, is hereby amended to reflect
the above changes concurrent with passage of this ordinance, which is attached hereto.
SECTION 4 – SEVERABILITY. If any word, phrase, sentence, paragraph or provision of this ordinance or the
application thereof to any person or circumstance is held invalid or unconstitutional, such finding shall not affect
the other provisions or applications of this ordinance which can be given effect without the invalid or
unconstitutional provision or application, and to this end the provisions of this ordinance are declared severable.
SECTION 5 – SCRIVENER’S ERRORS. The correction of typographical errors which do not affect the intent
of this Ordinance may be authorized by the City Manager or the City Manager’s designee, without public hearing,
by filing a corrected or re-codified copy with the City Clerk.
SECTION 6 – ORDINANCE TO BE LIBERALLY CONSTRUED. This Ordinance shall be liberally
construed in order to effectively carry out the purposes hereof which are deemed not to adversely affect public
health, safety, or welfare.
Page 80 of 235
SECTION 7 – REPEAL OF CONFLICTING CODES, ORDINANCES, AND RESOLUTIONS. All
Charter provisions, codes, ordinances and resolutions or parts of charter provisions, codes, ordinances and
resolutions or portions thereof of the City of Crestview, in conflict with the provisions of this Ordinance are
hereby repealed to the extent of such conflict.
SECTION 8 – EFFECTIVE DATE. The effective date of this Ordinance shall be the date Comprehensive Plan
Amendment is adopted by Ordinance # 1936 and becomes legally effective.
Passed and adopted on second reading by the City Council of Crestview, Florida on the 26th day of June, 2023.
ATTEST:
_____________________________________
Maryanne Schrader
City Clerk
Approved by me this 26th day of June, 2023.
______________________________________
J. B. Whitten
Mayor
Page 81 of 235
Page 82 of 235
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PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
Not to Scale
Subject Parcel(s)
Page 83 of 235
BROOKMEADE DR
N
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C
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RUBY LN
CREVE CORE DR
LADUE AVE
NICOLE LN
Existing Use¯
0 300150
Feet
Legend
Subject Parcel
City Limits
Existing Use
Churches
Commercial
Header Rec
Ho mes fo r
Multi-Family
Munic ipal
No AG Acre
Res Co mmon
Single Family
State
Vac ant
Wasteland
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
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BROOKMEADE DR
N
I
C
O
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E
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NTRENTON AVE
RUBY LN
CREVE CORE DR
LADUE AVE
NICOLE LN
CurrentFuture Land Use¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City Limits
City Future Land Use
Commercial (C)Industrial (IN)Mixed Us e (MU)Conservation (CON)Public Lands (PL)Residential (R)
County Future Land Use
Mixed Us e (MU)
Page 85 of 235
BROOKMEADE DR
N
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RUBY LN
CREVE CORE DR
LADUE AVE
NICOLE LN
CurrentZoning¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City Limits
City ZoningSingle Family Estate Dwelling Distr ict (R-1E)Single Family Low Density District (R-1)Single Family Medium Density District (R-2)Single and Multi-Fa mily Dwelling District(R-3)Mixed Use (MU)Commercial (C-1)Commercial (C-2)Industrial (IN)Public Lands (P)Conser va tion (E)
County ZoningMixed Use (MU)
Page 86 of 235
BROOKMEADE DR
N
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RUBY LN
CREVE CORE DR
LADUE AVE
NICOLE LN
ProposedFuture Land Use
¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City
City Futur e Land Us e
Com me rcia l (C)Industrial
Mixed U seConservation (CON)
Public La nd s (PL)Residential (R)
County Future Land Use
Mixed U se
Page 87 of 235
BROOKMEADE DR
N
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C
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NTRENTON AVE
RUBY LN
CREVE CORE DR
LADUE AVE
NICOLE LN
ProposedZoning¯
PREPARED BY CITY OF CRESTVIEW COMM UNITY DEVELOPMENT SERVICESPARCEL INFORMATION PROVIDED BYOKALOOSA COUNTY GIS DEPARTMENTNAD 1983 STATE PLANE, NORTH ZONEU.S. SURV EY FEET
0 300150
Feet
Legend
Subject Parcel
City Limits
City Zoning
Single Family Estate Dwelling District(R-1E)
Single Family Low De nsity District (R-1)Single Family Medium Density District(R-2)Single and Multi-Fam ily DwellingDistrict (R-3)Mixed Use (MU)
Comme rcial (C-1)
Comme rcial (C-2)
Industrial (IN)
Public Lands (P)
Conservation (E)
County Zoning
Mixed Use (MU)
Page 88 of 235
CITY OF CRESTVIEW Item # 10.1.
Staff Report
CITY COUNCIL MEETING DATE: June 26, 2023
TYPE OF AGENDA ITEM: Action Item
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Dawn Barnes, Stephen McCosker, Police Chief
DATE: 6/22/2023
SUBJECT: PSAP Interlocal Agreement
BACKGROUND:
The City of Crestview received An Interlocal Agreement Between Okaloosa County First Responder
Agencies. This agreement is a renewal of the previous agreement.
DISCUSSION:
Florida statute allows local governments to cooperate with each other to provide efficient services to their
communities.
Prior to these interlocal agreements, if a 911 call was received by the incorrect dispatch center, the caller would
have to be transferred to the correct office. This increased the amount of time needed to dispatch first
responders.
This interlocal service agreement allows 911 dispatch offices to contact the first responder agency who has
jurisdiction over the location of an emergency. Dispatch offices have access to a radio dispatch channel
designated for these types of calls.
This agreement allows for faster response times, which could save lives.
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.
Organizational Capacity, Effectiveness & Efficiency – To efficiently & effectively provide the highest
quality of public services.
Quality of Life – these six areas focus on the overall experience when provided by the city.
Safety – Ensure the continuous safety of citizens and visitors.
FINANCIAL IMPACT
This agreement will have no financial impact on the City.
Page 89 of 235
RECOMMENDED ACTION
Staff respectfully requests approval of this interlocal agreement.
Attachments
1. Expired PSAP Agreement
2. INTERLOCAL AGREEMENT PSAP 2023 LMH edits 2
Page 90 of 235
Page 91 of 235
Page 92 of 235
Page 93 of 235
Page 94 of 235
Page 95 of 235
Page 96 of 235
Page 97 of 235
Page 98 of 235
Page 99 of 235
Page 100 of 235
Page 101 of 235
Page 102 of 235
AN INTERLOCAL AGREEMENT BETWEEN OKALOOSA
COUNTY FIRST RESPONDER AGENCIES
WHEREAS, Section 163.01, Florida Statutes, known as the “Florida Interlocal
Cooperation Act of 1969” authorizes local governments to make the most efficient
use of their powers by enabling them to cooperate with other localities on a basis of
mutual advantage and thereby to provide services and facilities that will harmonize
geographic, economic, population and other factors influencing the needs and
development of local communities; and
WHEREAS, Part 1 of Chapter 163 of the Florida Statutes permits public agencies as
defined therein to enter into interlocal agreements with each other to exercise jointly
any power, privilege, or authority which such agencies share in common and which
each might exercise separately; and
WHEREAS, the Marjory Stoneman Douglas High School Public Safety Commission
recommended that counties be required to develop and implement communication
systems that allow direct radio communication between public safe ty answering
points (PSAPs) and first responders outside the PSAPs normal service area to
provide for more efficient dispatch of first responders; and
WHEREAS, in response to the Commission’s recommendations, the Florida
Legislature created Section 365.179, Florida Statutes (Direct radio communication
between 9-1-1 public safety answering points and first responders); and
WHEREAS, Section 365.179, Florida Statutes, requires each County Sheriff to
facilitate an interlocal agreement between all first responder agencies (“AGENCY” or
collectively “AGENCIES” or “Parties”) within the county which provides for inter-–
agency communications as required under this law.
NOW, THEREFORE, in consideration of the foregoing, the AGENCIES agree as
follows:
Article 1. Purpose
This agreement sets forth the protocols under which a PSAP will directly provide
notice by radio of a public safety emergency to the on–duty personnel of a first
responder agency for which the PSAP does not provide primary dispatch functio ns.
Article 2. Definitions
A. “9-1-1 public safety answering point” or “PSAP” means a municipal or county
emergency communications or 9-1-1 call center in the state that receives
cellular, landline, or text –to– 9-1-1 communications.
B. “First responder agency” includes each law enforcement agency and fire
service agency, other than a state agency, and each emergency medical
Page 103 of 235
INTERLOCAL AGREEMENT- PSAP
2
services provider, as is designated as a primary first responder for the service
area in which a 9-1-1 public safety answering point receives 9-1-1 calls. See
list of Okaloosa County First Responder Agencies, Exhibit A.
C. “Public safety emergency” or “event” for purposes of this Agreement includes,
but is not limited to, an incident where a person (s) is actively engaging in
causing death or serious bodily injury to multiple victims. This may be the
result of an active shooter and/or other hostile event where the potential for
death or serious bodily injury is imminent and/or occurring .
Article 3. Each AGENCY agrees that:
A. Each PSAP will directly provide notice by radio of a public safety
emergency to the on–duty personnel of an AGENCY for which the PSAP does
not provide primary dispatch functions as follows:
1. Each PSAP shall have the ability to have direct radio contact with all
primary first responder agencies and their dispatchers for whom the
PSAP can reasonably receive 9-1-1 communications.
2. Upon the occurrence of a public safety emergency, if the primary
PSAP with jurisdiction has not yet dispatched the event , the PSAP
receiving the event from 9-1-1 shall, upon supervisor approval,
immediately broadcast all 9-1-1 communications or public safety
information regarding the emergency over the primary talk
group/dispatch channel designated for such communications to the
first responders and dispatchers with jurisdiction over the service
area where the event is occurring.
3. Notwithstanding, once the event has been dispatched by the
primary PSAP with jurisdiction, PSAPs outside the service area of
the event will transfer additional 9-1-1 calls to the primary PSAP.
B. Training shall be provided to all applicable agency personnel regarding the
procedures and protocols set forth in this Agreement ; such training shall also
include radio functionality and how to readily access the necessary dispatch
channel. Each AGENCY, and/or PSAP shall be responsible for training their
respective personnel.
Article 4. Effective Date and Term of Agreement
Page 104 of 235
INTERLOCAL AGREEMENT- PSAP
3
This Agreement shall take effect upon execution and approval by the hereinafter
named AGENCIES and shall continue in full force and effect each year thereafter,
unless otherwise terminated in writing by a named participating AGENCY. Notice of
Termination of this Agreement by a participating Agency shall be in writing and sent
to the Okaloosa County Sheriff’s Office with all other participating AGENCIES copied
with the notice. The Notice of Termination shall be delivered in the following manner:
Okaloosa County Sheriff’s Office
Attn: Legal
50 2nd Street
Shalimar, Florida 32579
legal@sheriff-okaloosa.org
Article 5. Liability
Each AGENCY shall be liable for its own actions and negligence and agrees to
assume responsibility for the acts, omissions, or conduct of such agency’s
employees, subject to the provisions of Section 768.28, Florida Statutes, where
applicable. The foregoing shall not constitute a waiver of sovereign immunity beyond
the limits set forth in Section 768.28, Florida Statutes, or of any defense available to
any agency. Nothing herein shall be construed as consent by any agency to be sued
by third parties in any matter, whether arising out of this agreement or any other
contract.
Article 6. Non-Discrimination
The Parties shall not discriminate on the basis of race, age, religion, color, gender,
national origin, marital status, disability or sexual orientation.
Article 7. Relationship of the Parties
Except as set forth herein, no party to this Agreement shall have any responsibility
whatsoever with respect to services provided or contractual obligations of any other
party and nothing in this Agreement shall be deemed to constitute any party a
partner, agent, or local representative of any other party or to create any type of
fiduciary responsibility or relationship of any kind whatsoever between the Parties.
Article 8. Delegation of Duty
Nothing contained herein shall be deemed to authorize the delegation of the
constitutional or statutory duties of any Agency.
Article 9. No Third Party Beneficiaries
Page 105 of 235
INTERLOCAL AGREEMENT- PSAP
4
This Agreement and the provisions hereof are for the exclusive benefit of the Parties
hereto and their affiliates and not for the benefit of any third person, nor shall this
Agreement be deemed to confer or have conferred any rights, express or implie d,
upon any other third person.
Article 10. Severability
The invalidity or unenforceability of any provision or clause hereof shall in no way
affect the validity or enforceability of any other clause or provision hereof.
Article 11. Amendments to this Agreement
Any amendments to this Agreement shall be by written instrument executed by all
AGENCIES.
Article 12. Assignment; Binding Agreement
This Agreement and the duties and obligations hereunder may not be transferred or
assigned by any of the Parties. This Agreement shall be binding upon and inure to
the benefit of the Parties hereto and their respective successors.
Article 13. Governing Law and Venue
This Agreement shall be construed in accordance with the laws of the State of
Florida. Venue shall lie in Okaloosa County, Florida.
Article 14. Entirety of Contractual Agreement
The AGENCIES agree that this Agreement sets forth the entire agreement between
the Parties, and that there are no promises or understandings other than those stated
herein.
IN WITNESS WHEREOF, the AGENCIES hereto have caused this Interlocal
Agreement to be executed for the uses and purposes set forth herein.
Page 106 of 235
INTERLOCAL AGREEMENT- PSAP
5
EXHIBIT A
FIRST RESPONDER AGENCIES
LAW ENFORCEMENT AGENCIES:
Okaloosa County Sheriff’s Office
Fort Walton Beach Police Department
Crestview Police Department
Niceville Police Department
Valparaiso Police Department
Shalimar Police Department
Northwest Florida State College Police Department
Eglin Air Force Base Security Forces
Hurlburt Field Security Forces
FIRE SERVICE AGENCIES:
Ocean City Wright Fire Control District
Okaloosa Island Fire Dept
Florosa Fire
Fort Walton Beach Fire
North Bay Fire
Destin Fire
Hurlburt Fire
Valparaiso Fire
Niceville Fire
East Niceville Fire
Baker Fire
Holt Fire
Dorcas Fire
Almarante Fire
Laurel Hill Fire
Blackman Fire
North Okaloosa Fire
Eglin Air Force Base Fire
Duke Field Fire
Crestview Fire
PUBLIC SAFETY SERVICE PROVIDERS:
Okaloosa County Emergency Management
Okaloosa County Emergency Medical Services
Okaloosa County Beach Safety
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INTERLOCAL AGREEMENT- PSAP
6
FIRST RESPONDER AGENCY
______________________________
Print Name of Agency
_______________________________
Signature of Authorized Official
_______________________________
Print Name of Authorized Official
_____ day of ___________________, 2023
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CITY OF CRESTVIEW Item # 10.2.
Staff Report
CITY COUNCIL MEETING DATE: June 26, 2023
TYPE OF AGENDA ITEM: Action Item
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Kyle Lusk, Jessica Leavins, Administrative Services Director
DATE: 6/23/2023
SUBJECT: Employee Assistance Program Contract
BACKGROUND:
Since 2019, the need for mental health and whole wellness services has grown significantly. In order to meet the
needs of our employees and provide a whole wellness approach, the City of Crestview decided to pursue an
Employee Assistance Program (EAP) that could best meet the needs of our employees. The City's current EAP
contract with Pattison Professional Counseling Center runs out July 1, 2023.
DISCUSSION:
As part of its efforts to support employee mental health and well-being, the City of Crestview offers an
Employee Assistance Program (EAP) in its competitive benefits package. In April 2023, the City sought
proposals from EAP providers but received no bids. As a result, we are seeking permission to negotiate directly
with vendors to secure EAP services. We have contacted several providers, but their rates were either too high
or not suitable for our group size. After careful consideration, we recommend Keystone Peer Review
Organization, Inc. (KEPRO) based on their existing contract with State and local providers. KEPRO offers the
best rates and has ample providers in the state. The proposed contract would cover EAP services from July
2023 until June 2026 and ensure timely access to practitioners in case of critical incidents.
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
FINANCIAL IMPACT
The cost of the contract with KEPRO will vary depending on the number of employees during the contract
time. We anticipate $3000 plus any one-time trainings needed. The previous contract was on average $1000
annually. This increase in cost will substantially increase the service available to employees and their families.
The contract cost has been budgeted in HR Operating supplies.
RECOMMENDED ACTION
Staff respectfully requests a motion for the approval of the EAP contact with Keystone Peer Review
Organization, Inc.
Attachments
1. State of Florida EAP Participation Agreement (003)
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Page 1 of 13
STATE OF FLORIDA,
DEPARTMENT OF MANAGEMENT SERVICES
EMPLOYEE ASSISTANCE PROGRAM
PARTICIPATION AGREEMENT
WHEREAS, the State of Florida, Department of Management Services (“Department”) entered
into Contract # DMS-18/19-046 (“EAP Agreement”), effective July 1, 2020, with Keystone Peer Review
Organization, Inc. (“Kepro”) for Employee Assistance Program Benefits and Services (“Services”);
WHEREAS, the State of Florida granted authority for governmental entities to independently
contract with Kepro for Services (“Participation Agreement”); and
WHEREAS, CITY OF CRESTVIEW (“Participating Entity”) desires to participate and receive
Services from Kepro under the same terms and conditions as the EAP Agreement. Participating Entity and
Kepro may be referred to individually, the “Party” and collectively, the “Parties.”
NOW, THEREFORE, in consideration of the foregoing recitals and the mutual covenants contained
herein, the Parties, intending to be legally bound, agree as follows:
1.Cooperative Purchasing. Pursuant to Section 8.11 of the EAP Agreement:
Pursuant to their own governing laws, and subject to the agreement of the
Contractor, governmental entities that are not directly eligible for services herein
may make purchases under the terms and conditions contained herein, if agreed to
by Contractor. Such purchases are independent of the Contract between the
Department and the Contractor, and the Department is not a party to these
transactions. Agencies seeking to make purchases under this Contract are required
to follow the requirements of Rule 60A-1.045(5), Florida Administrative Code.
Participating Entity agrees to receive services from Kepro subject to all terms and conditions of
this Participation Agreement and EAP Agreement. As a third-party beneficiary to the EAP
Agreement, Participating Entity shall be responsible for all costs and liabilities associated with
services provided under this Participation Agreement. The State of Florida shall not be liable for
the obligations of the Participating Entity or any other entity which uses services provided under
the EAP Agreement.
2.Term. The initial term (“Initial Term”) of the Participation Agreement shall be effective on July
1st 2023 (“Effective Date”) and shall remain in full force and effect until the earlier of (i) June 30,
2026 or (ii) the date upon which the EAP Agreement is terminated.
3.Renewal. Unless this Participation Agreement is earlier terminated, the Participation Agreement
may be renewed by mutual written agreement of Kepro and Participating Entity for a period not to
exceed five (5) years. Any such renewal is limited to the term of the then current EAP Agreement
between the State of Florida and Kepro.
4.Services Provided. Kepro shall provide the following Services.
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Page 2 of 13
Employee Overview
Total Employee Count
Per Employee Per Month (PEPM) Rate
Four (4) counseling sessions per problem area,
per year per Participant
$0.81 PEPM
Critical Incident Stress Debriefings
Critical Incident Support, onsite Fee for service
Fee-for-service: Critical Incident Support $300.00 per hour
Training & Onsite Services
Training and On-site services Fee for service
Fee-for-service: Training or onsite support $250.00 per hour
Ad Hoc Services
Dependent Coverage $0.13 PEPM
5.Notice. All communications, including notices, required or permitted to be given under this
Participation Agreement shall be in writing and directed to the Parties at the addresses stated below.
Notices may be given: (i) by delivery in person; (ii) by a nationally recognized next day courier
service, return receipt requested; or (iii) by certified mail, return receipt request. If specifically
requested by the party to be notified, valid notice may be given by facsimile transmission or
electronic mail to the address(es) such party has specified in writing.
To Kepro:
Keystone Peer Review Organization, Inc.
Attn: Contracts Department
777 East Park Drive
Harrisburg, PA 17111
To Participating Entity:
6.Incorporation by Reference. The following are incorporated herein by reference and made a part
hereof:
(a) Contract # DMS-18/19-046 between the State of Florida, Department of Management
Services and Keystone Peer Review Organization, Inc.; and
(b) Exhibit A, Business Associate Agreement.
7.Successors and Assigns. This Participation Agreement shall be binding upon and inure to the
benefit of the successors and permitted assigns of the Parties hereto.
8.Entire Agreement. This Participation Agreement and the EAP Agreement, collectively, are the
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Page 3 of 13
complete agreement of the Parties and supersede any prior agreements or representations, whether
oral or written, with respect to the provision of employee assistance program services.
IN WITNESS WHEREOF, each party has caused this Participation Agreement to be duly executed by its
authorized representative.
Keystone Peer Review Organization, Inc.Participating Entity
By:By:
Name:Name:
Title:Title:
Date:Date:
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Page 4 of 13
EXHIBIT A
Business Associate Agreement
This Business Associate Agreement (“Agreement”), effective as of the later date of the parties’ signatures
below (“Effective Date”) is made by and between (“Plan
Sponsor”) on behalf of the Services Plan (the
“Plan”) and Keystone Peer Review Organization, Inc. (“Business Associate”), (individually, the “Party”
and collectively, the “Parties”), in order to comply with the Health Insurance Portability and Accountability
Act of 1996, Public Law 104-191, as amended and its implementing privacy, security and breach
notification regulations (“HIPAA”), including as amended by Subtitle D of the Health Information
Technology for Economic and Clinical Health Act in Public Law 111-5, 42 U.S.C. § 17921-54 and its
implementing regulations, each as amended (collectively, the “HITECH Act”), and any other applicable
state and federal confidentiality laws, as they may be amended from time to time.
WHEREAS, the parties to this Agreement desire to establish the terms under which Business
Associate may use or disclose Protected Health Information (as defined herein) such that the Plan may
comply with applicable requirements of the Health Insurance Portability and Accountability Act of 1996
and its implementing regulations (45 C.F.R. Parts 160-164) (“HIPAA Privacy Regulation” and/or “HIPAA
Security Regulation”) and the requirements of the Health Information Technology for Economic and
Clinical Health Act, as incorporated in the American Recovery and Reinvestment Act of 2009 (the
“HITECH Act”), that are applicable to business associates, along with any guidance and/or regulations
issued by the U.S. Department of Health and Human Services;
WHEREAS, Plan Sponsor has established and maintains an EAP service plan of health care
benefits which is an employee welfare benefit plan as defined by Section 3(1) of the Employee Retirement
Income Security Act of 1974 (“ERISA”), and, therefore, a health plan under HIPAA;
WHEREAS, Plan Sponsor has contracted with Business Associate to provide certain EAP services
with respect to the Plan which are described and set forth in the Employee Assistance Program Participation
Agreement (“Participation Agreement”), as amended from time to time;
WHEREAS, Plan Sponsor is authorized to enter into this agreement on behalf of Plan; and
NOW, THEREFORE, in consideration of the following mutual covenants and agreements
contained herein, it is understood and agreed by and between the Parties as follows:
ARTICLE 1
DEFINITIONS
Terms used herein, but not otherwise defined, shall have meaning ascribed by Title 45, Parts 160 and 164,
of the United States Code of Federal Regulations, as amended from time to time. Should any term set forth
in 45 CFR Parts 160 or 164 conflict with any defined term herein, the definition found in 45 CFR Parts 160
or 164 shall prevail.
1.1 Breach. “Breach” means the acquisition, access, use, or disclosure of PHI in a manner not
permitted which compromises the security or privacy of such information as defined and subject to the
exceptions set forth in 45 CFR § 164.402.
1.2 Breach Notification Rule. “Breach Notification Rule” means the HIPAA Regulations
pertaining to breaches of unsecured PHI as codified in 45 CFR Parts 160 and 164.
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1.3 Designated Record Set. “Designated Record Set” means a group of records maintained by or
for a covered entity, as defined by the HITECH Act, that is: (i) the medical records and billing records about
Individuals maintained by or for a covered health care provider; (ii) the enrollment, payment, claims
adjudication, and case or medical management record systems maintained by or for a health plan; or (iii)
used, in whole or in part, by or for the covered entity to make decisions about Individuals. For purposes of
this definition, the term “record” means any item, collection, or grouping of information that includes protected
health information and is maintained, collected, used, or disseminated by or for a covered entity.
1.4 Electronic PHI. “Electronic PHI” or “EPHI” means PHI that is transmitted by or maintained
in electronic media as defined by the Security Rule.
1.5 Individual. “Individual” means the same as the term “individual” in 45 CFR § 160.103 and
shall include a person who qualifies as a personal representative in accordance with 45 CFR § 164.502 (g).
1.6 Law. “Law” means all applicable federal and state statutes and all relevant regulations.
1.7 Privacy Rule. “Privacy Rule” means the Standards for Privacy of Individually Identifiable
Health Information at 45 CFR parts 160 and 164, subparts A and E.
1.8 Protected Health Information (“PHI”). “Protected Health Information” or PHI has the same
meaning as the term “Protected Health Information” in 45 CFR § 160.103, limited to the information created
or received by Business Associate from or on behalf of the Plan.
1.9 Secretary. “Secretary” means the Secretary of the Department of Health and Human
Services or his or her designee.
1.10 Security Incident. “Security Incident” shall have the meaning set out in the Security Rule.
Generally, a “Security Incident” shall mean any attempted or successful unauthorized access, use, disclosure,
modification, or destruction of information or systems operations in an electronic information system.
1.11 Security Rule. “Security Rule” means the Security Standards and Implementation
Specifications at 45 CFR parts 160 and 164, subparts A and C, as they may be amended from time to time.
1.12 Unsecured PHI. “Unsecured PHI” means PHI that is not rendered unusable, unreadable, or
indecipherable to unauthorized individuals through the use of either the encryption method or the
destruction method, as defined in Department of Health and Human Services (“HHS”) guidance published
on April 27, 2009 (74 FR 19006) and modified by guidance published on August 24, 2009 (74 FR 42740),
as amended. Unsecured PHI can include information in any form or medium, including electronic, paper
or oral.
ARTICLE 2
BUSINESS ASSOCIATE OBLIGATIONS
Business Associate agrees to comply with applicable federal and state confidentiality and security laws,
specifically the provisions of the HITECH Act applicable to business associates (as defined by the HITECH
Act), including:
2.1 Use and Disclosure of PHI. Except as otherwise permitted by this Agreement or applicable
law, Business Associate shall not use, maintain, transmit or disclose PHI except as necessary to provide
services to or on behalf of the Plan and except as required by Law. Business Associate may use and disclose
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PHI as necessary for the proper management and administration of Business Associate, or to carry out
its legal responsibilities. Business Associate shall in such cases:
2.1.1 provide information to members of its workforce using or disclosing PHI regarding the
confidentiality requirements in the HITECH Act and this Agreement;
2.1.2 obtain reasonable assurances from the person or entity to whom the PHI is
disclosed that: (i) the PHI will be held confidential and further used and disclosed only as required by Law
or for the purpose for which it was disclosed to the person or entity; and (ii) the person or entity will
notify Business Associate of any instances of which it is aware in which confidentiality of the PHI has been
breached;
2.1.3 agree to notify the Plan of any instances of which it is aware in which the PHI is
used or disclosed for a purpose that is not otherwise provided for in this Agreement or for a purpose not
expressly permitted by the HITECH Act.
2.2 Disclosure to Business Associate’s Agents and Subcontractors. If Business Associate
discloses PHI to agents, including a subcontractor, Business Associate shall require the agent or
subcontractor to agree to the same restrictions and conditions as apply to Business Associate under this
Agreement and to comply with the applicable requirements of the Privacy Rule, Security Rule, HITECH
Act, Breach Notification Rule and other Law with respect to such information. Business Associate shall
ensure that any agent, including a subcontractor, agrees to implement reasonable and appropriate safeguards
to protect the confidentiality, integrity, and availability of the EPHI that it creates, receives, maintains,
stores, uses or transmits on behalf of the Plan in accordance with Law. Business Associate shall be liable
to the Plan for any acts, failures or omissions of the agent or subcontractor in providing the services as if
they were Business Associate’s own acts, failures or omissions, to the extent permitted by law. Business
Associate further expressly warrants that its agents or subcontractors will be specifically advised of, and will
comply in all respects with, the terms of this Agreement.
2.3 Disclosure to Plan and Plan Sponsor (and their Subcontractors). Other than disclosures
permitted by Section 2.1 above, Business Associate will not disclose Individuals’ Protected Health
Information to the Plan, its Plan Sponsor, or any business associate or subcontractor of such parties except
as set forth in Section 2.11.
2.4 Data Aggregation. Except as otherwise limited in the EAP Agreement or Participation
Agreement, Business Associate is permitted to use and disclose PHI for data aggregation purposes,
subject to the requirements of HIPAA and the HITECH Act.
2.5 Withdrawal of Authorization. If the use or disclosure of PHI in this Agreement is based
upon an Individual’s specific authorization for the use or disclosure of his or her PHI, and the Individual
revokes such authorization, the effective date of such authorization has expired, or such authorization is
found to be defective in any manner that renders it invalid, Business Associate shall, if it has notice of
such revocation, expiration or invalidity, cease the use and disclosure of the Individual’s PHI except to the
extent it has relied on such use or disclosure, or if an exception under the HITECH Act expressly applies.
2.6 Safeguards. Business Associate agrees to maintain appropriate safeguards as required by
Law, including without limitation, a written security program that contains the necessary administrative,
physical and technical safeguards to ensure that PHI or EPHI is not used, maintained, transmitted or
disclosed other than as provided by this Agreement or as required by Law. Business Associate shall
implement administrative, physical and technical safeguards that reasonably and appropriately protect the
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confidentiality, integrity and availability of any EPHI it creates, receives, maintains, stores, uses, transmits
or discloses on behalf of the Plan in accordance with Law.
Business Associate shall ensure, at a minimum, that:
2.6.1 PHI or EPHI will be maintained in locked and secured areas when PHI or EPHI is
not in use;
2.6.2 Facsimile machines receiving EPHI shall not be located in a public area;
2.6.3 EPHI stored electronically shall be password protected;
2.6.4 PHI and EPHI will not be shared with outside organizations; and
2.6.5 PHI and EPHI will be used internally on a need to know basis only.
2.7 Individual Rights
2.7.1 Business Associate shall document such disclosures of PHI and information
related to such disclosures as would be required for the Plan to respond to a request by an Individual
for an accounting of disclosures of PHI as required by and in accordance with 45 CFR § 164.528 as
amended by the HITECH Act and its implementing regulations. Business Associate, in accordance
with 45 CFR § 164.528, does not need to document disclosures of PHI that are for treatment, payment
or healthcare operations or disclosures that are incidental to another permissible disclosure. If
Business Associate or its agents or subcontractors uses or maintains PHI in an electronic record of
health-related information created, gathered or maintained or consulted by authorized health care
clinicians and staff, then Business Associate and its agents and subcontractors shall document and
make available to the Plan the information required to provide an accounting of disclosures to enable
the Plan to fulfill its obligations under the HITECH Act as of the date compliance is required under
the HITECH Act or its implementing regulations, including disclosures and uses relating to treatment,
payment and health care operations.
2.7.2 Business Associate agrees to provide to the Plan, within thirty days of the
request, in a mutually agreed upon form, information collected in accordance with 2.7.1 above to the
extent required to permit the Plan to respond to a request by an Individual for an accounting of
disclosures of PHI in accordance with 45 CFR § 164.528, as amended by the HITECH Act. The Plan
shall provide to Business Associate within 30 days of the effective date of this Agreement, a written
explanation of the Plan’s requirements under this section (b) in sufficient detail to enable the Plan to
comply with such requirements. The Plan agrees to respond promptly to requests from Business
Associate for clarification of such requirements, and Business Associate may rely on such responses.
The Parties agree to work together in good faith to resolve any disagreement over the requirements
of 45 CFR § 164.528, as amended by the HITECH Act. The Plan will be responsible for the reasonable
costs incurred by Business Associate to respond to a request for an accounting of disclosures. The
Plan, rather than Business Associate, will directly handle all requests for accounting from an
Individual. Business Associate shall promptly forward all requests for accounting it receives from
Individuals to the Plan.
2.7.3 Business Associate shall, at the request of the Plan, provide PHI maintained
in a Designated Record Set to the Plan or, as directed by the Plan, to an Individual in order to meet
the requirements of an Individual’s right of access and requests for access to his or her PHI. An
Individual’s right of access to PHI includes the right to access EPHI contained in an electronic health
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record. The Plan will be responsible for the reasonable costs incurred by Business Associate to
respond to a request for access. The provision of access to the Individual’s PHI or EPHI and any
denials of access to PHI or EPHI shall be the sole responsibility of the Plan. If Business Associate or
its agents or subcontractors maintains or uses PHI, then promptly after receipt of a request from the
Plan, Business Associate shall make a copy of such PHI available to the Plan in an electronic format
in order to enable the Plan to fulfill its obligations under the HITECH Act and the Privacy Rule.
2.8 De-identified Information. Business Associate may use and disclose de-identified health
information if (i) the use is disclosed to the Plan and permitted by law and (ii) the de-identification is in
compliance with 45 CFR §164.502(d) and (iii) the de-identified health information meets the standard and
implementation specifications for de-identification under 45 CFR §164.514(a) and (b).
2.9 Minimum Necessary. Business Associate shall attempt to ensure that all uses and
disclosures of PHI are subject to the principle of “minimum necessary use and disclosure,” i.e., that only
PHI that is the minimum necessary to accomplish the intended purpose of the use, disclosure or request is
used or disclosed.
2.10 Notice of Privacy Practices. Business Associate shall abide by the limitations of the
Plan’s notice of privacy practices (“Notice of Privacy Practices”) of which it has knowledge. Any use or
disclosure permitted by this Agreement may be amended by changes to the Plan’s Notice of Privacy
Practices; provided, however, that the amended Notice of Privacy Practices shall not affect permitted uses
and disclosures on which Business Associate relied prior to receiving notice of such amended Notice of
Privacy Practices.
2.11 Disclosures of Protected Health Information. The following provisions apply to disclosures
of Protected Health Information to the Plan, Plan Sponsor and other business associates of the Plan.
2.11.1 Disclosure to Plan. Unless otherwise provided by this Section 2.11, all
communications of Protected Health Information by Business Associate shall be directed to the Plan.
2.11.2 Disclosure to Plan Sponsor. Business Associate may provide Summary Health
Information regarding the Individuals in the Plan to Plan Sponsor upon Plan Sponsor’s written request for
the purpose either (a) to obtain premium bids for providing health insurance coverage for the Plan, or (b)
to modify, amend or terminate the Plan. Business Associate may provide information to Plan Sponsor on
whether an individual is participating in the Plan or is enrolled in or has disenrolled from any insurance
coverage offered by the Plan.
2.11.3 Disclosure to Other Business Associates and Subcontractors. Business Associate
may disclose Individuals’ Protected Health Information to other entities or business associates of the Plan
if the Plan authorizes Business Associate in writing to disclose Individuals’ Protected Health Information
to such entity or business associate. The Plan shall be solely responsible for ensuring that any contractual
relationships with these entities or business associates and subcontractors comply with the requirements of
45 Code of Federal Regulations § 164.504(e) and § 164.504(f).
2.12 Security Incident / Unauthorized Disclosure of PHI.
2.12.1 Business Associate shall report to the Plan any instances, including Security
Incidents, of which it is aware in which PHI or EPHI is used or disclosed for a purpose that is not otherwise
provided for in this Agreement. In the event that Business Associate knows of: (i) any suspected Breach of
any individual PHI or EPHI; (ii) a Security Incident (i.e. PHI was inappropriately used, disclosed, released or
obtained) or (iii) a Breach of Unsecured PHI, Business Associate shall notify the Plan in writing within five
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(5) calendar days of such Breach. Notification shall include detailed information about the Breach,
including, but not limited to, the nature and circumstances of such Breach, the means by which PHI or
EPHI was or may have been breached (e.g. stolen laptop; breach of security protocols; unauthorized
access to computer systems, etc.), the names and contact information of all individuals affected or reasonably
believed by the Business Associate to be affected, and such other information as the Plan may reasonably
request. Any delay in notification must include evidence demonstrating the necessity of the delay. The
notice shall also set forth the remedial action taken or proposed to be taken with respect to such prohibited
use or disclosure. Business Associate and the Plan agree to act together in good faith to take reasonable
steps to investigate and mitigate any harm caused by such unauthorized use or successful Security Incident.
The Party responsible for the breach shall bear the cost of any required notifications and corrective actions
(e.g. credit monitoring services). The Business Associate will provide the Plan with any reasonable
information known by Business Associate that the Plan needs for the required notifications under the Breach
Notification Rule. The Plan shall have responsibility for determining that an incident is a Breach, including
the requirement to perform a risk assessment. However, the Business Associate is expected to perform a
risk assessment and provide such assessment to the Plan. Further, Business Associate shall provide and pay
for required notifications to Individuals, HHS and/or the media, as requested by the Plan.
2.12.2 Business Associate shall mitigate, to the extent practicable, any harmful effect that
is known to Business Associate of a use or disclosure of PHI or EPHI by Business Associate in violation
of the requirements of this Agreement.
2.13 Prohibited Actions. With respect to PHI and EPHI, Business Associate agrees to:
2.13.1 not directly or indirectly receive remuneration in exchange for any PHI as
prohibited by, and subject to the exceptions under the HITECH Act, Privacy Rule, and state law as of their
respective compliance dates.
2.13.2 not make or cause to be made any communication about a product or service that
encourages recipients of the communication to purchase or use the product or service as prohibited by, and
subject to the exceptions under the HITECH Act and the Privacy Rule, as of their respective compliance
dates. Business Associate agrees to comply with applicable federal and state Law regarding marketing
communications involving the use of disclosure of PHI; and
2.12.3 not make or cause to be made any written fundraising communications that is a
Health Care Operation without provision, in a clear and conspicuous manner, of an opportunity for the
recipient to elect not to receive further fundraising communications in accordance with the HITECH Act
and the Privacy Rule as of their respective compliance dates. Business Associate further agrees to comply
with all applicable Law regarding the use of PHI for fundraising communications.
ARTICLE 3
THE PLAN’S OBLIGATIONS
3.1 If applicable to the Plan under the Law, the Plan shall:
3.1.1 provide Business Associate a copy of its Notice of Privacy Practices produced by the
Plan in accordance with 45 CFR 164.520 as well as any changes to such notice;
3.1.2 provide Business Associate with any changes in, or revocation of, authorizations
by Individuals relating to the use and/or disclosure of PHI, if such changes affect Business Associate’s
permitted or required uses and/or disclosures;
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3.1.3 notify Business Associate of any restriction to the use and/or disclosure of PHI to
which the Plan has agreed in accordance with 45 CFR 164.522;
3.1.4 notify Business Associate of any amendment to PHI to which the Plan has agreed
that affects a Designated Record Set maintained by Business Associate; and
3.1.5 if Business Associate maintains a Designated Record Set, provide Business
Associate with a copy of its policies and procedures related to an Individual’s right to: access PHI; request
an amendment to PHI; request confidential communications of PHI; or request an accounting of
disclosures of PHI.
ARTICLE 4
MUTUAL OBLIGATIONS
4.1 Confidential Information. Both Parties acknowledge that in the course of performing under
this Agreement, each Party may learn or receive confidential, trade secret or other proprietary information
(“Confidential Business Information”) concerning the other Party, or third parties to whom the other
Party has an obligation of confidentiality. Each Party shall take all necessary steps to provide the maximum
protection to the other Party’s Confidential Business Information and records. Each Party agrees to take at
least such precautions to protect the other Party’s Confidential Business Information as it takes to protect
its own Confidential Business Information, but shall in no instance less than a reasonable degree of care.
Such information shall not be disclosed to third parties without the express written consent of the Party to
whom the information belongs. The Parties shall not utilize any Confidential Business Information
belonging to the other Party other than as expressly permitted by this Agreement or otherwise in writing.
Each Party shall retain sole ownership of its own Confidential Business Information.
4.2 Electronic Transactions and Code Sets. Both Parties understand and agree that they are
required to comply with the HIPAA Standards for Electronic Transactions, 45 CFR Parts 160 and 162 (HIPAA
Electronic Transaction Law) as amended from time to time. The HIPAA Electronic Transaction Law
requires Business Associate to conduct certain transactions as “standard transactions” using defined
medical data code sets. Business Associate agrees that it will require its subcontractors, vendors, and
independent contractors to comply with HIPAA Electronic Transaction Law as applicable. Business
Associate agrees that it will not:
4.2.1 change the definition, data condition, or use of a data element or segment in a
standard;
4.2.2 add any data elements or segments to the maximum defined data set;
4.2.3 use any code or data elements that are either marked “not used” or not included in the
standard’s implementation specification(s); or
4.2.4 change the meaning or intent of the standard’s implementation specification(s).
4.3 Upon the enactment after the date of this Agreement of any Law or regulation affecting the use
or disclosure of PHI, or the publication after the date of this Agreement of any decision of a court of the United
States relating to any such Law, or the publication after the date of this Agreement of any interpretive policy or
opinion of any governmental agency charged with the enforcement of any such Law or regulation, the Plan and
Business Associate shall jointly agree to negotiate in good faith to amend this Agreement in such manner as
necessary to comply with such Law or regulation. If the Plan and Business Associate cannot come to an
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agreement within thirty (30) calendar days following the initial amendment discussion between the Plan and
Business Associate, this Agreement will terminate upon written notice to the other Party.
ARTICLE 5
TERM AND TERMINATION
5.1 This Agreement will continue in full force and effect for as long as the EAP Agreement
remains in full force and effect. This Agreement will terminate upon the cancellation, termination,
expiration or other conclusion of the EAP Agreement.
5.2 Termination for Breach. Either Party may terminate this Agreement in the event of
material breach by the other Party, upon thirty (30) days’ prior written notice, unless the breach is
cured during the notice period
5.3 Effect of Termination. Upon termination of this Agreement for any reason, Business
Associate agrees to return or destroy all PHI maintained by Business Associate in any form. If Business
Associate determines that the return or destruction of PHI is not feasible, Business Associate shall
inform the Plan in writing of the reason thereof, and shall agree to extend the protections of this Agreement
to such PHI and limit further uses and disclosures of the PHI to those purposes that make the return or
destruction of the PHI not feasible for so long as Business Associate retains the PHI.
ARTICLE 6
MISCELLANEOUS
6.1 Rights of Proprietary Information. The Plan retains any and all rights to the proprietary
information, confidential information, and PHI it releases to Business Associate.
6.2 Survival. The respective rights and obligations of Business Associate with regard to the
return of records to the Plan shall survive the termination of the Agreement.
6.3 Notices. Any notices pertaining to this Agreement shall be given in writing and shall be
deemed duly given when personally delivered to a Party or a Party’s authorized representative at the
respective address indicated herein or sent by means of a reputable overnight carrier or certified mail, return
receipt requested, postage prepaid. A notice sent by certified mail shall be deemed given on the date of
receipt or refusal of receipt.
6.4 Amendments. This Agreement may not be changed or modified in any manner except by
an instrument in writing signed by a duly authorized officer of each of the Parties hereto. Amendments as
determined by the Plan to be necessary to effect compliance with legislative, regulatory, or other legal
authority do not require the consent of Business Associate and shall be effective immediately upon Business
Associate’s receipt from the Plan of notice of amendment.
6.5 Choice of Law. This Agreement and the rights and the obligations of the Parties hereunder
shall be governed by and construed under the laws of the Commonwealth of Pennsylvania, without regard
to applicable conflict of laws principles.
6.6 Assignment of Rights and Delegation of Duties. This Agreement is binding upon and inures
to the benefit of the Parties hereto and their respective successors and permitted assigns. However, neither
Party may assign any of its rights or delegate any of its obligations under this Agreement without the prior
written consent of the other Party, which consent shall not be unreasonably withheld or delayed.
Notwithstanding any provisions to the contrary, however, the Plan retains the right to assign or delegate any
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of its rights or obligations hereunder to any of its wholly owned subsidiaries, affiliates, or successor
companies. Assignments made in violation of this provision are null and void.
6.7 Nature of Agreement. Nothing in this Agreement shall be construed to create (i) a
partnership, joint venture or other joint business relationship between the Parties or any of their affiliates,
(ii) any fiduciary duty owed by one Party to another Party or any of its affiliates, or (iii) a relationship
of Plan Sponsor and employee between the Parties.
6.8 No Waiver. Failure or delay on the part of either Party to exercise any right, power,
privilege, or remedy hereunder shall not constitute a waiver thereof. No provision of this Agreement may
be waived by either Party except by a writing signed by an authorized officer of the Party making the
waiver.
6.9 Severability. The provisions of this Agreement shall be severable, and if any provision of this
Agreement shall be held or declared to be illegal, invalid or unenforceable, the remainder of this Agreement
shall continue in full force and effect as though such illegal, invalid or unenforceable provision had not been
contained herein.
6.10 No Third Party Beneficiaries. Nothing in this Agreement shall be considered or construed
as conferring any right or benefit on a person not Party to this Agreement nor imposing any obligations on
either Party hereto to persons not a Party to this Agreement.
6.11 Headings. The descriptive headings of the articles, sections, subsections, exhibits, and
schedules of this Agreement are inserted for convenience only, do not constitute a part of this Agreement
and shall not affect in any way the meaning or interpretation of this Agreement. All pronouns and any
variations thereof are deemed to refer to the masculine, feminine, neuter, singular, or plural as the identity
of the person or persons may require.
6.12 Entire Agreement. This Agreement, together with all the exhibits, riders and amendments,
if applicable, which are fully completed and signed by authorized persons on behalf of both Parties from
time to time while this Agreement is in effect, constitutes the entire Agreement between the Parties hereto
with respect to the subject matter hereof and supersedes all previous or contemporaneous written or oral
understandings, agreements, negotiations, commitments, and any other writing and communication by or
between the Parties with respect to the subject matter hereof. In the event of any inconsistencies between any
provisions of this Agreement in any provisions of the Exhibits or Riders, the provisions of this Agreement
shall control.
6.13 Regulatory References. A citation in this Agreement to the Code of Federal Regulations
means the cited section as that section may be amended from time to time.
6.14 Interpretation. Any ambiguity in this Agreement shall be resolved in favor of a meaning
that permits the Plan to comply with the HITECH Act. The provisions of this Agreement shall prevail over
the provisions of any other agreement that exists between the Parties that may conflict with, or appear
inconsistent with, any provision of this Agreement or the HITECH Act.
Signature page follows
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Keystone Peer Review Organization, Inc.Plan Sponsor
By:By:
Name:Name:
Title:Title:
Date:Date:
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CITY OF CRESTVIEW Item # 10.3.
Staff Report
CITY COUNCIL MEETING DATE: June 26, 2023
TYPE OF AGENDA ITEM: Action Item
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Wayne Steele, Director of Operations, Jayce Vanderford, Project Manager
DATE: 6/22/2023
SUBJECT: Twin Hills Gymnasium Roof Restoration and Renovations
BACKGROUND:
The gymnasium located at Twin Hills Parks was built in the 1970's and has served the community for over 50
years. Over time, the facility has progressively become worn and outdated and in need of major renovations to
improve the overall function of the facility. City staff gathered data and produced a list of all the renovations
required to restore the gymnasium to its proper operational standards. At the top of the list is the leaking roof,
which was identified by staff as the top priority.
DISCUSSION:
City staff engaged with multiple roofing contractors for assessments and estimates. Tremco Roofing and
Building Maintenance has provided a solution for addressing and repairing the roof leaks, with an added
warranty. Based on Tremocos assessment findings, in lieu of replacing the roof with the same type of metal
roof system, it is recommended to have the roof restored by seal coating the existing roof. The existing type of
metal roof (Exposed Fastener Panel) is susceptible to leaking whether it is a new roof or an existing roof due to
the fasteners penetrating the metal roof panels to attach to the structure. Restoring the roof with seal coating
versus replacing it with the same type of metal roof system is currently a better waterproofing option, and more
affordable financially. The restoration is expected to last 12-15 years once waterproofing is complete. The
restoration provides a 12-year labor/material warranty.
Following the roof restoration, City staff recommends, engaging with one of our engineering firms to design
and deliver a set of biddable building restoration plans due to the large scope of needed building improvements
and permit requirements.
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
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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 roof restoration was quoted at $66,000 with a 12-year labor/material warranty by Tremco Roofing and
Building Maintenance. Funding is available in the General and Administrative Contingencies
account. (001.0311.511.95.00)
RECOMMENDED ACTION
Staff respectfully requests a motion to approve and proceed with the Twin Hills gymnasium roof restoration by
Tremco Roofing and Building Maintenance and to engage with an engineering firm to provide biddable
building restoration design plans.
Attachments
1. Twin Hills Gymnasium Renovation Project Brief
2. Roof Restoration Quote Comparison
3. Tremco Roof Assessment
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CITY OF CRESTVIEW Item # 10.4.
Staff Report
CITY COUNCIL MEETING DATE: June 26, 2023
TYPE OF AGENDA ITEM: Action Item
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Dominique Vaughn, Executive Assistant
DATE: 6/22/2023
SUBJECT: Interlocal Cooperative Agreement- Aquatic Facility
BACKGROUND:
The City of Niceville, with representatives of Okaloosa County, and support from area aquatic sports and
training professionals, are pursuing the development of a state-of-the-art regional aquatic facility to serve the
Okaloosa and Walton County regions. The plan is to solicit area support and endorsements for a facility based
on the 2022 Feasibility Assessment commissioned by the City of Niceville.
DISCUSSION:
The Niceville City Mayor, Dan Henkel has requested the Crestview City Council acknowledge support of the
development of an Aquatic Center in Niceville, Florida. The feasibility study conducted by the Niceville CRA
with J. William “Bill” McCartney, PhD.; Community Development Planning Consultant, and the requested
interlocal agreement are attached. The study found the project to be feasible and provided two potential
locations.
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
Opportunity- Promote an environment that encourages economic and educational opportunity
Play- Expand recreational and entertainment activities within the City
FINANCIAL IMPACT
There is no financial impact to the city at this time.
RECOMMENDED ACTION
Staff respectfully requests the City Council acknowledge the support of the development of the aquatic facility
and execute the interlocal agreement.
Attachments
1. Aquatic Center Interlocal Agreement
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208 North Partin Drive Niceville. Florida 32578
Lannie Corbin, CRA Director Dan Henkel, CRA Chairman
Commissioner Sal Nodjomian Commissioner William Schaetzle
Commissioner Cathy Alley Commissioner Carl Donahoo
Commissioner Abner Williams Ammy Hanson, CRA Manager
AN ASSESSMENT OF FACTORS TO DETERMINE THE FEASIBILITY OF
ESTABLISHING AN AQUATIC CENTER COMPLEX IN THE CITY OF NICEVILLE,
FLORIDA
A Report to the Niceville Community Redevelopment Agency
Prepared By:
J. William “Bill” McCartney, PhD, Community Development Planning Consultant
September, 2022
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TABLE OF CONTENTS
ASSESSMENT OF FACTORS TO DETERMINE THE FEASIBILITY OF ESTABLISHING AN
AQUATIC CENTER COMPLEX IN THE CITY OF NICEVILLE, FLORIDA
I. Introduction 1
II. Identification of Need: Facility and Usership 3
A. Statewide Examples
B. Local
III. Major Factors for Consideration 8
A. Potential Sites
B. Potential Ownership: City/Countywide Area
C. Optimum Facility Configuration (Concepts 1 & 2)
D. Costs and Potential Funding Sources
E. Institutional Considerations: Ownership & Management
IV. Summary of Recommendations 17
Appendix 1: Evaluation of Other Florida Facilities 19
Appendix 2: Potential Niceville Sites 21
Appendix 3: Florida Swimming LSC Areas 27
Appendix 4: USA Swimming Report 31
Appendix 5: Technical Resources 60
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ACKNOWLEDGEMENTS
The preparation of this Assessment was strongly supported and enhanced through the willing assistance of
dedicated Florida Aquatic Training and Competition professionals in Okaloosa County and throughout the
State of Florida, and especially Niceville’s City Manager, Lannie Corbin, who authorized this assessment
and Ammy Hanson who kept the wheels on.
Specific thanks is expressed to those swimming professionals in Okaloosa County who offered considerable
guidance in the development of this document. Much appreciation is expressed to the technical advisory
committee including: Brian Haddad, Brad Kale, Kathi Heapy, Charlie Noonan, James Ward, and Cissy
Wyninegar.
Additionally, many Aquatic Professionals throughout the State of Florida provided time and knowledge to
significantly enhance this report including: Jim Ponek and Marydale Moore – Panama City Beach; Ashley
Edwards – City of Tallahassee; Jordan Gangi – Crystal River; Rebecca Rogers and Kevin Milak, FAST –
Ocala; Gus Caldo and Katarina Filova, Planet Pool – Ponte Vedra.
Lastly, let me acknowledge the five Staff Sisters who established Okaloosa County’s early swimming
legacies. From the 1920s and 1930s, these young women won many Florida swimming competitions and,
who later, taught countless Okaloosa County children how to swim, including this writer.
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THE ASSESSMENT OF FACTORS TO DETERMINE THE FEASIBILITY OF ESTABLISHING
AN AQUATIC CENTER IN THE CITY OF NICEVILLE, FLORIDA
SEPTEMBER 2022
A Report to the Niceville Community Redevelopment Agency Commission (CRA)
I INTRODUCTION
Today, there are more college students from Okaloosa County on aquatic sports scholarships than
on football scholarships!
Yet, there are no adequate aquatic training or competition facilities within Okaloosa County and
many local swimmers have to train in small public or motel pools with limited time availability.
The purpose of this report is to assess and document the need and potential for the establishment
of a significant Aquatic Center Complex in the City of Niceville, Florida. This report is intended
to address and answer, to the extent possible, the following questions:
1. Is there a user base in Okaloosa County to support an Aquatic Center?
2. Are there available sites to locate an Aquatic Center?
3. Should an Aquatic Center serve only Niceville or the entire County?
4. What is the optimum size and scope of Aquatic Facilities based on projected usership?
5. What capital costs can be supported by potentially available revenues?
6. What are the range of ownership and management options for consideration?
NOTE: This evaluation is not intended to be a Cost/Benefit Analysis for the following reasons:
First, you cannot economically quantify the value of a child learning to swim; secondly, the value
of area swimming competitions for local swimmers and their families; thirdly, the value of
recreational membership opportunities for area children, families, and seniors; and finally, the
economic impact to the County from hosting area-wide, Statewide, and Southeastern Aquatic
swimming competitions and related events.
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During the course of this evaluation, the research team has visited eight sites, in communities
basically similar to Niceville, and interviewed their management staffs to determine: their selection
of facilities, their usership and programs, the ownership/management structure, and unique
considerations for each Aquatic Center. A summary of each Center is presented on Appendix 1.
Appendix 2 identifies six potential Niceville sites ranging in size from 3.4 to 11 acres. Five of the
potential sites are within the Niceville CRA and the one site outside the CRA, but on property
currently owned by the City of Niceville.
Appendix 3 provides a listing of the major State of Florida swim teams, which compete throughout
the State. Okaloosa County is in the Southeastern established region which also includes Alabama
and Tennessee.
Appendix 4 is the 2021 Membership Demographic Report with a listing of athlete, club and non-
athletes in the USA Swimming organization. USA Swimming is the National Governing body for
the sport of swimming.
Appendix 5 lists the individuals and their affiliations who have provided information to develop
this report and its recommendations. Moreover, all have committed to continue to assist in any
way they can in the establishment of a Niceville Aquatic Center Complex.
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II IDENTIFICATION OF NEED
During the course of this Assessment, the Aquatic Center evaluation team (team) has sent letters
requesting Statements of Interest to over 50 Okaloosa County public officials and user groups to
determine the current level of interest for an Aquatic Center in Niceville. Based on the responses
from these letters, there has been limited positive response from the public officials, but an
overwhelming response from potential user groups including members of Florida Swimming. (See
Figure 1)
Florida Swimming is an association of swim clubs with seven Florida sub-regions and over 100-
member team locations for one or more teams based on age groupings. Niceville would fall within
the Southeastern Local Swim Clubs (LSC) sub-region which also includes clubs in Alabama and
Tennessee, (See Appendix 3).
To obtain a general understanding of Florida Swimming Programs and insight to the facilities in
similar sized communities as Niceville, the City’s team visited eight North and Central Florida
Aquatic Centers to evaluate their applicability to serve as a model for a Niceville Aquatic Complex.
These sites/communities include: Panama City Beach, Tallahassee, Crystal River/Inverness,
Ocala, Ponte Vedra, Sanford, Cocoa Beach and Palm Bay. These observations and interviews have
become fundamental in providing recommendations in later sections of this Report.
To determine the locally identified need, as well as a facility configuration and uses, members of
the local organized teams have been interviewed. These key members include: Brian Haddad, Brad
Kale, Kathi Heapy, and Charlie Noonan.
These local professionals see current Niceville Area needs and issues as:
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1. There are no aquatic facilities in Okaloosa County which could host and or support major
swimming and diving competitions and trainings which are found elsewhere throughout
the State of Florida.
2. Training and competition site for Niceville High School and Ruckel Middle School and
Coast Aquatics are:
• Currently using the Bluewater Woodlands pool which is barely adequate and needs
improvements.
• A long course (50M) pool does not exist in Okaloosa County and is desperately
needed in this area to provide training and competition site for local swimmers and
future competitions.
3. No reliable indoor pool facility for swim lessons:
• In Niceville, swimming lessons are currently only provided in the summer time at
Bluewater Bay and that pool is subject to unreliable weather conditions and
mechanical issues. The ability to offer lessons year -round would improve much
needed water safety and basic swimming training throughout the area.
4. No local senior citizen aquatic fitness activities available:
• The YMCA’S aquacize program in the shopping center was very popular and a
larger program for the many seniors and retirees in Niceville area would be
extremely popular and provide substantial benefit to participants. Several
participants drive to FWB to participate. Others won’t make the drive and do
without. UWF’s CLL Aquacize program at the BRLAC always sells out early.
5. No facility for lap swim for general public:
• A surprisingly large number of people will use swimming in their fitness regimen.
There are numerous triathletes and high-performance military personnel in this
area who need a safe, supervised, and measured pool in which to train. Some
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people drive to Ft. Walton and Destin from as far as Crestview and Freeport to
swim in the indoor pool.
• Swim training is ideal for persons with many kinds of injuries and medical
conditions because it provides movement, flexibility and cardiovascular exercise
without undue stress on bones, joints, and other delicate areas.
6. Special needs persons without a facility:
• Water activities are often very helpful for persons with physical, emotional, and
mental handicaps.
7. No diving well (16’ deep) for 1M and 3M diving available for High School and College
athletes in Okaloosa County:
• Diving is a part of the FHSAA Swim and Dive teams and our local athletes have
nowhere to learn, practice, or compete.
• A Southeastern Regional Diving Facility could attract training and competitions
from North Florida, Alabama, and Tennessee for both organized teams and
individual divers.
8. Absence of a deep water diving well for SCUBA:
• Civilian diving lessons provided by local instructors do not have any safe deep
water to practice in.
• Military dive training does not have any safe deep water to practice in. They are
going into the bay and gulf or all the way to Panama City Beach for dive training
and evaluations.
• Law enforcement divers have no safe deep water to train in.
9. No reliable Lifeguard & First Responder testing and training:
• Destin Fire Control District often has trucks at Destin pool so that firefighters can
train during down times in their shifts.
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• No comprehensive and consistent water safety training exists for developing
needed life guards.
10. Generally, the area is without a number of other potential aquatic programs and
opportunities such as:
• Varsity swimming program at NWFSC; high school water polo teams; Community
storm shelter; swim team for Lewis School; host site for high school
meets/districts/regionals; host site for collegiate winter/spring break training;
outreach program to teach swimming water safety to disadvantaged persons (youth
and adult); Community family swim time, senior citizen aquatic fitness.
11. A potential for Sports Tourism exists, including:
• Hosting meets, including large, regional events, meets, tournaments
• Off-campus training trips for collegiate and club teams
• Host site for instructional camps and clinics for swimming, diving, water polo, and
synchronized swimming
• Visiting families are always looking for places for kids to train while they are on
vacation
• Snowbirds and temporary duty personnel want to continue the training they do at
home
All the above programs are revenue-generating opportunities: People and organizations
will pay for pool time. Reasonably-priced pool rent and program fees will create loyal
patrons and long-running programs that will keep the facility active and vibrant for year-
round activities and for many years to come.
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III. KEY FACTORS FOR CONSIDERATION
A. Potential Sites
This research has determined that there are six adequate and possibly available properties to
site and develop an Aquatic Center Complex in Niceville. The sites range in size from 3.4
acres to 10+ acres. Each site could accommodate a basic aquatic center. Five of the potential
sites are within the CRA and one is outside the CRA, but on City owned property and is
adjacent to Niceville High School and the Niceville Senior Center. The potential sites are
shown as Figure 2. The sites identified for consideration as a potential location for a center
include:
1. Wastewater Treatment Plant Site
This site is currently owned jointly by the City of Niceville and the City of Valparaiso.
The site is 9 acres in size and located in the CRA on State Road 85.
The site is currently occupied by the Regional Sewer Plant which is scheduled for
abandonment as Okaloosa County’s new wastewater facility comes on line to provide
treatment and disposal for the City’s wastewater needs.
NOTE: Specific site information is provided in Appendix 2.
2. Turkey Creek Park Site
The City of Niceville owns an 8.5-acre site adjacent to Turkey Creek Park, (South) which
was purchased with a State grant for recreational purposes. The site is large enough to
accommodate a full-service Aquatic Center and is served by access via major roadways.
The site, however, could be somewhat limited by possible adverse site soil conditions to
support needed facilities. Detailed soil testing would be required.
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4
City of Niceville
Map Prepared byNiceville GISMay 9, 2022
Niceville CommunityAquatic CenterPotential Sites
Legend
Potential Sites
Eglin AFB
Turkey Creek Park 8 Acres
Ruckel Properties
Okaloosa County School Board
Niceville Skate Park
Current Wastewater Treatment Plant
Parcels
0 410 820205
Feet
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3. Okaloosa School Board Site
Potential Site 3 is owned and managed by the Okaloosa County School District. The site
is located on State Road 85 and within the CRA. The site has served as a recreation facility
(originally for Niceville High School) and is not extensively used. The current
consideration would be to use approximately 50% of the site. Ideally, as discussed later,
the Okaloosa School Board could be a partner in the development of an aquatic center on
this site.
4. Ruckel Property Site
Currently owned by Ruckel Properties, this 7-acre site is ideally located within the CRA
and has access to SR 85 and College Blvd. The site, all or part, would have to be acquired
from the current owners. However, Ruckel Properties, over the past several years, has been
very supportive in providing properties, at reasonable prices, for the enhancement of public
use facilities in Niceville.
5. Eglin SR 85 Site
This Assessment has identified a 5-acre site in the CRA on Highway SR 85 currently
owned by Eglin AFB.
At this time, the site does not seem to contribute to the mission of the U.S. Air Forc e at
Eglin, and could, potentially, be made available for the public development of an Aquatic
Center Complex which would also serve the many Air Force personnel (active and retired)
and their families living in the area.
6. Niceville Skate Park Site
The final site evaluated is not currently in the CRA but currently in City ownership. The
site is 3.4 acres and is the site of the infrequently used City Skateboard Park. The site does
have some very significant advantages for an aquatic center including: located just off SR
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285, adjacent to the Niceville Senior Center, and across Partin Drive from Niceville High
School.
NOTE: As provided later in the Assessment, the Recommendation Section will provide
for a City of Niceville stand-alone Aquatic Facility, and for a Multi-Purpose, Multi-
membership / Ownership Major Aquatic Center Facility. The former Skate Board site
would be ideal for a City only facility and could accommodate a state-of-the-art new
facility similar to Planet Pools in Ponte Vedra, Florida. The treatment plant sire, ideal for
a larger facility.
B. Potential Ownership: City/Countywide
Other fundamental considerations in the development of an Aquatic Center Complex are: 1.
The Ownership and 2. The Management.
To initiate this Assessment, the Niceville CRA sent a letter requesting Statements of Interest
to all Okaloosa City, County, and School Board officials, and to identified aquatic facility user
groups, (Letter of Interest Figure 1). The response from this request was, at best, limited from
the public officials, but overwhelming from the aquatic professionals or would be users.
Swimming competitions and training is a major collective industry in Florida, but has had
limited public agency support in Northwest Florida. Throughout the State, many aquatic
centers are owned and managed by multi-membership groups including cities, counties, and
public schools. There are also a number of not-for-profit (YMCA type) facilities and several
new private facilities (Planet Pools in Ponte Vedra and FAST (a new $38,000,000 facility in
Ocala).
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The purpose of this section is to present two options for consideration:
Option 1: A comprehensive multi-member aquatic center complex including facilities for:
swim team competition, teaching/training, diving (above and below surface), public recreation,
and fitness. This facility, although located centrally in Niceville, would serve the entire County
including the cities, the unincorporated county, the School District, and perhaps Northwest
Florida State College and the military from facilities in Okaloosa County. A multi -member,
multi-purpose state of the art facility could elevate Okaloosa County as a major aquatic
competition and training delivery system within the State of Florida.
Option 2: A Niceville, only, facility, while scaled down in size and scope, also appears to be
feasible given a range of user base and financial considerations. For example, a complex
similar to the private Planet Pools in Ponte Vedra could be sited on City-owned property and
supported by City and Countywide aquatic memberships and eligible for substantial available
external funding for initial capital costs. Based on personal interviews during this assessment,
it is clear that supporting, paying memberships could also be available from user groups in
Destin, Ft. Walton, Mary Esther, Valparaiso and Crestview.
C. Optimum Aquatic Center Facility Configurations
During the process for preparing this Assessment, the research has visited eight Niceville area
size facilities in Florida and has interviewed over 40 knowledgeable aquatic facility
professionals. Moreover, a select local aquatic resource committee has been established and
has met regularly during this process. These key members include:
1. Brain Haddad: Southeastern Swimming, Inc.
2. Brad Kale: Coast Aquatics
3. Kathi Heapy: Emerald Coast Fitness Foundation, Inc.
4. Charles Noonan: Emerald Coast Fitness Foundation, Inc.
5. James G. Ward: Emerald Coast Swimming Board
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6. Cissy Bass Wyninegar: Staff Swimming Family
As a result of interviews and committee participation, the following facilitie s would be
optimum in a Countywide facility:
• 50-meter x 25 yd. eight lane competition pool, 8’ depth, outdoor heated, Myrtha
designed pool.
• A flexible pool which could be enclosed of 25-meter x 25 yd.as a heated training pool.
• A zero entry to 4-foot splash pool with splash pad.
• An adjacent 12’ – 16’ deep diving, surface and sub-surface, well.
• Large decks with abundant shade including spectator bleachers.
• A building to house administration, training, locker rooms with individual showers,
lounge, and snack bar.
• Parking for both cars and busses.
Given the optimum facilities identified above, a Niceville only center would need to be similar
but scaled down to:
• Two pools, a 50M outdoor pool, a 25M covered pool and diving facilities.
• Smaller decks, buildings, and other facilities.
In the research for this report, two visited Florida facilities would serve well as models for the
requirements for a Niceville only facility which are Planet Swim in Ponte Vedra, and the
Crystal River/Inverness Cities Memorial Health Foundation YMCA facility. Both can
accommodate competition and training and both are more compact to serve a somewhat smaller
usership base.
D. Costs and Potential Funding Sources
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As with almost all public facilities, there are two definable costs and, usually, two supporting
revenue sources which are: Capital design and construction costs, and upon completion,
Operation and Maintenance costs. Usually there are two individual revenue structures to
support the Capital and the O&M costs.
Additionally, it is premature to determine capital costs owing to the number of variables which
collectively will determine those costs. Costs will be determined by:
• Size and number of individual facilities, pools, etc.
• The availability of new or used facilities. Both Planet Pools and FAST, Florida
purchased used Myrtha Pools.
• The cost of property and site improvements
• The level of technology employed in the design
• Indoor/outdoor/heated/cooled
• Facility add on: diving, splash, event seating, play features, meeting facilities
For example: The range of capital costs for those centers visited in this Assessment range from
$38 million for the new FAST Center in Ocala to the $6 million Planet Swim, including
property costs, in Ponte Vedra.
Based on user interviews, it is estimated that a Countywide Aquatic Center could be developed
for approximately $15 to $20 million while a Niceville only facility would range from $6 to $8
million, not including site costs.
Operating and Maintenance Costs: In all eight facilities evaluated for this report, all currently
have membership, user, and event revenues which cover O & M expenses.
14
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For example, The Trousdell Aquatic Center in Tallahassee, a typical public facility, has been
slightly over (4%) and somewhat under (22%) of its $500,000 budget in the last two years. It
is apparent that most Florida facilities pay their way to support O&M costs.
Currently, the locally organized Okaloosa County swimming user membership revenues are
approximately $750,000 annually and are projected to perhaps double to $1.5 million with a
larger facility to support a greater user base and additional programs.
Capital Cost Funding Sources: There are a number of external sources and supporting revenues
from institutions which could be targeted to provide the capital costs of a Countywide or a
stand-alone Niceville Aquatic Center. Assessing and targeting the availability of these
potential funds will be determined by the nature and extent of the Okaloosa County and City
of Niceville’s acceptance of this Assessment. At this point in the evaluation, it appears that the
following could be targeted for funding support:
• A Multi-Membership facility supported jointly by City, County governments, the
School Board to develop a joint complex and could support a development loan
repayment over five to eight years.
• Provide for the Okaloosa County cities to apply all or part of their recently authorized
Okaloosa Tourist Development Council (TDC) revenues to develop the center to
attract out of county participation in swimming competitions and special aquatic
events.
• Aggressively pursue grant funding, for all or part, from Triumph Gulf Coast, the
Florida Legislature, the National Infrastructure Grant Initiative, or through available
private grants and donations. For example, Triumph Gulf Coast should look favorably
on a joint application submitted by five or six Okaloosa municipal governments, the
Okaloosa County Board of Commissions and the Okaloosa County School District for
15
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a major Triumph Grant. Documentation would need to be provided to establish the
facility’s economic impact and the creation of long-term jobs. Many existing aquatic
facilities can provide examples to support this concept.
• Site and construct a facility to be leased to a 501c(3) or other not -for-profit
organizations and recover costs through annual lease payments.
• Okaloosa County under its authority to create Dependent Special Districts create an
aquatic safety and training district, appoint a governing board and allow the board to
issue bonds for the development of a Countywide Aquatic Center and related
memberships.
• Other examples will be identified as the process of choosing a final option are
established after the release of this Assessment.
E. Institutional Considerations: Ownership/Management
As noted above, the configuration of and management for a new aquatic center will be a
negotiated issue after the release of this report. Okaloosa County, Okaloosa School District,
Okaloosa County’s Chartered Municipalities, Aquatic User Groups, and perhaps others will
review the information presented in this Assessment and establish their individual positions of
need. Subsequently, through a series of meetings, individual needs assessments, the availability
of funds, and operating and maintenance considerations, a clear position reflecting community
interests can be established. Then, activities initiated to move forward with a full-service
Aquatic Center Complex serving Niceville, and Okaloosa County needs for aquatic training
and statewide competitions or a Niceville only facility.
16
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IV SUMMARY AND CONCLUSIONS
Given the preceding pages and the research and interviews conducted for this Assessment, it can
be stated that: There is an identified need for “AN AQUATIC CENTER COMPLEX IN
OKALOOSA COUNTY, AND ITS DEVELOPMENT IS FEASIBLE”.
The documentation herein establishes:
A. An identified user-based need for an aquatic center;
B. Six potential sites available for an aquatic center;
C. The optimum configuration for an aquatic center;
D. Potential funding options for an aquatic center; and
E. Two institutional configurations for the establishment of a center in Okaloosa County are the
two basic options for an Aquatic Center, including:
• A Multi—Member Countywide facility located in Niceville, or
• A Niceville area only Aquatic Center.
In consideration of the two options above, the ideal location for a Countywide center would be the
redevelopment of an Aquatic Center Complex on the to be decommissioned Regional Wastewater
Treatment Plant site on State Road 85 North.
The second option for a Niceville only facility would be to repurpose the old skateboard park into
a smaller facility similar to the Citrus County YMCA or the Planet Pools facility in Ponte Vedra.
Other advantages for this site are: City owned property, adequate parking, adjacent to the Niceville
High School, adjacent to the Niceville Senior Center, adjacent to public safety facilities, and would
require little site work prior to construction.
In closing, the following implementation recommendations are provided:
17
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1. The Niceville CRA establish dialogs with all County governmental units to evaluate the level
of their interest and support in a multi-member partnership;
2. The CRA establish an Aquatic Center Implementation Working Group;
3. The CRA staff and consultants begin a strategy and application process for obtaining external
funding for construction;
4. The CRA conduct a public workshop on the establishment of an Aquatic Center and request
presentations from local user groups and established Aquatic Center managers statewide; and
5. The City of Niceville and/or CRA provide funds in its FY 2022-2023 Operating Budget to
support a revenue plan for the establishment of an Aquatic Center.
18
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Appendix 1
EVALUATION OF FLORIDA AQUATIC FACILITIES
Frank Brown Park Aquatic Center, Panama City Beach City of Tallahassee Trousdell Aquatic Center Crystal River / Inverness YMCA Aquatic Center
Cocoa Beach/Brevard County Aquatic Center Sanford/Seminole County Aquatic Center Palm Bay/Broward County Aquatic Center
19
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Appendix 1
EVALUATION OF FLORIDA AQUATIC FACILITIES
PLANET SWIM POOLS, PONTE VEDRA FL
FAST (FLORIDA AQUATIC SWIMMING TRAINING), OCALA, FL
20
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HWY 85 N
HART ST
NICEVILLE AVE
A R R O W H E A D W A Y
4
Map Prepared byNiceville GIS May 9, 2022
POTENTIA L SITES
NICEVILLE COMMUNITY AQUATIC CENTER
SITE NAME AND LOCATION:W astewater Tre atme nt Plant
SITE AREA:9 Acres
SITE OWNERSHIP:City of Nice ville
OCPA SITE VALUE:$8,287,915
SITE LIMITATIONS:Existing Facilty
21
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SR-20
SchoolBoard
FCT #18-001-FF19
E
V
A
N
S
S
T
P
A
L
M
E
T
T
O
A
V
E
HWY 85 N
C O O L W A T E R L N
E A R L Y S T
JOHN SIMS PKWY W
N
I
C
E
V
I
L
L
E
A
V
E
4
Map Prepared byNiceville GIS May 9, 2022
POTENTIAL SITES
NICEVILLE COMMUNITY AQUATIC CENTER
SITE NAME AND LOCATION:Turke y Cre ek Park 8 Acres
SITE AREA:8.57 Acre s
SITE OWNERSHIP:City of Niceville
OCPA SITE VALUE:$341,519
SITE LIMITATIONS:W etlands
22
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FAIRWAY DR
NATHEY AVE
ARROWHEAD WAY
HWY 85 N
4
Map Prepared byNiceville GIS May 9, 2022
POTENTIAL SITES
NICEVILLE COMMUNITY AQUATIC CENTER
SITE NAME AND LOCATION:Okaloosa County School Board
SITE AREA:3 Acres
SITE OW NERSHIP:Okaloosa County School Board
OCPA SITE VALUE:$270,372.50
SITE LIMITATIONS:School District Authority
23
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HWY 85 N
TWIN CITIES BLVD
COLLEGE BLVD E
COLLEGE BLVD W
4
Map Prepared byNiceville GIS May 9, 2022
POTENTIAL SITES
NICEVILLE COMMUNITY AQUATIC CENTER
SITE NAME AND LOCATION:Ruckel Site
SITE AREA:7 Acre s
SITE OWNERSHIP:Rucke l Propertie s
OCPA SITE VALUE:$312,564.58
SITE LIMITATIONS:Purchase
24
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N I C E V I L L E A V E
HWY 85 N
TWIN CITIES BLVD
4
Map Prepared byNiceville GIS May 9, 2022
POTENTIAL SITES
NICEVILLE COMMUNITY AQUATIC CENTER
SITE NAME AND LOCATION:Eglin Air Force Base
SITE AREA:5 Acres
SITE OW NERSHIP:United States Air Force
OCPA SITE VALUE:$87,806.82
SITE LIMITATIONS:US Air Force Authorization
25
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C R E S T V I E W A V E
PALM BLVD N
CAMPBELL DR
4
Map Prepared byNiceville GIS May 9, 2022
POTENTIAL SITES
NICEVILLE COMMUNITY AQUATIC CENTER
SITE NAME AND LOCATION:Nice ville Skate Park
SITE AREA:3.4 Acres
SITE OWNERSHIP:City of Niceville
OCPA SITE VALUE:$433,168.16
SITE LIMITATIONS:Existing Structure
26
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27
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28
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29
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30
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2021 Membership
Demographics Report
MIKE LEWIS / USA SWIMMING 31
Page 183 of 235
What is USA Swimming ..........................................................................................................................................2
Local Swimming Committees Map ........................................................................................................................3
Membership History ..............................................................................................................................................4
Categories of Athlete, Club and Non-athlete Memberships .................................................................................5
Premium and Outreach Athlete Membership .......................................................................................................7
Premium and Outreach Athlete Membership by LSC ....................................................................................8
News/Renews by Age Groups ......................................................................................................................10
Retention Rate ..............................................................................................................................................11
Outreach Membership .................................................................................................................................12
Athlete Members with a Disability ...............................................................................................................14
Ethnicity ........................................................................................................................................................16
Flex Athlete Membership ....................................................................................................................................18
Flex Athlete Membership by LSC ..................................................................................................................18
News/Renews by Age Groups ......................................................................................................................20
Flex Members with a Disability ....................................................................................................................22
Ethnicity ........................................................................................................................................................24
Seasonal Athlete Membership ............................................................................................................................27
Season 1 Athlete Membership by LSC .........................................................................................................28
Season 2 Athlete Membership by LSC .........................................................................................................29
Individual Season Athlete Membership by LSC............................................................................................29
Season 1 News/Renews by Age Groups .......................................................................................................30
Season 2 News/Renews by Age Groups .......................................................................................................31
Individual Season Athlete News/Renews by Age Groups ............................................................................32
Combined Seasonal Athlete News/Renews by Age Groups ........................................................................33
(Includes Season 1, Season 2 and Individual Season)
Athlete Members with a Disability ...............................................................................................................34
Ethnicity ........................................................................................................................................................36
Single-Meet Open Water Athlete Membership ..................................................................................................38
Single-Meet Open Water Athlete Membership by LSC ...............................................................................38
News/Renews by Age Groups ......................................................................................................................39
Athlete Members with a Disability ...............................................................................................................39
Ethnicity ........................................................................................................................................................40
Year-round Club Membership .............................................................................................................................41
Year-round Club Membership by LSC ...........................................................................................................41
Count of Clubs by Number of Year-round Athletes .....................................................................................42
Seasonal Club Membership .................................................................................................................................43
Season 1 Club Membership by LSC ..............................................................................................................43
Season 2 Club Membership by LSC ..............................................................................................................43
Non-athlete Membership ....................................................................................................................................44
Non-athlete Membership by LSC .................................................................................................................45
Coaches and Officials....................................................................................................................................47
Other .............................................................................................................................................................49
Ethnicity ........................................................................................................................................................50
Allied Membership ...............................................................................................................................................52
Affiliate Membership ...........................................................................................................................................52
Table of Contents
This report has been prepared by Member Services staff based on registration data
for the 2021 membership year (September 1, 2020 through December 31, 2021).
Questions about this report should be addressed to Member Services staff at USA
Swimming Headquarters: 719-866-4578, membership@usaswimming.org.
February 2022
USA SWIMMING 2020 MEMBERSHIP DEMOGRAPHICS REPORT
32
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2 | USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT USA SWIMMING 2020 MEMBERSHIP DEMOGRAPHICS REPORT | 3
MISSION STATEMENT
USA Swimming is the National Governing Body for the sport of swimming. We administer com-
petitive swimming in accordance with the Olympic & Amateur Sports Act. We provide programs
and services for our members, supporters, affiliates and the interested public. We value these
members of the swimming community and the staff and volunteers who serve them. We are
committed to excellence and the improvement of our sport. We are committed to providing a
safe and positive environment for all members.
OUR END GOALS
USA Swimming exists for the growth and success of swimming in the United States. Members,
volunteers and staff throughout the organization optimize available resources to ensure:
• Competitive Success at the Olympic Games and Other International Competitions
• Sustained Success for Athletes, Coaches and Clubs
• Public Engagement and Growth in Swimming Through Participation and Interest
• Recognition of USA Swimming as Best in Class NGB
VISION
STATEMENT
To inspire
and enable
our members
to achieve
excellence in
the sport of
swimming
and in life.
What is USA Swimming?
LOCAL SWIMMING COMMITTEES AND ZONES
2,784
CLUB MEMBERS
2021 IN REVIEW FAST FACTS
54.6%
Female
vs.vs.vs.
ATHLETES:45.4%
Male
50.7%
Female
49.3%
Male
COACHES:46.9%
Female
53.1%
Male
OFFICIALS:
SOUTH TEXAS
WEST TEXAS
NORTH TEXAS
LOUISIANAGULF
BO
R
D
E
R
MISSISSIPPI
GEORGIA
FLORIDA
KENTUCKY
SOUTHCAROLINA
NORTH CAROLINA
FLORIDAGOLDCOAST
SOU
T
H
E
A
S
T
E
R
N
WESTVIRGINIA VIRGINIA MARYLAND
POTOMAC VALLEY
MIDDLEATLANTIC
AL
L
E
G
H
E
N
Y
MO
U
N
TAIN
NIAGARA
A
D
I
R
O
N
D
A
C
K
NEWENGLAND
MAINE
NEW JERSEY
METROPOLITAN
CONNECTICUT
ALASKA
HAWAIIAN
LAKE ERIE
INDIANA
MICHIGAN
WISCONSIN
ILLINOIS
MINNESOTA
NORTH DAKOTA
IOWA
SOUTH DAKOTA
MIDWESTERN
MISSOURI VALLEY
OZARK
ARKANSAS
OKLAHOMA
MONTANA
WYOMING
COLORADO
NEW MEXICOARIZONA
UTAH
SOUTHERNCALIFORNIA
SAN DIEGO-IMPERIAL
CENTRAL CALIFORNIA
SIERRA NEVADA
P
A
C
I
F
I
C
SNAKE RIVER
OREGON
INLAND EMPIRE
PACIFIC NORTHWEST
OHIO
BOUNDARY LINES
ZONE
LSC
STATE
EASTERN
ZONES
CENTRAL
SOUTHERN WESTERN
MAP KEY
331,20612 $18,737,852
TOTAL MEMBERSHIP REVENUEAVERAGE AGE OF AN ATHLETE MEMBER
INDIVIDUAL MEMBERS
MIKE LEWIS / USA SWIMMING
33
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4 | USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT
USA SWIMMING 2019 MEMBERSHIP DEMOGRAPHICS REPORT USA SWIMMING 2020 MEMBERSHIP DEMOGRAPHICS REPORT
* Year-round athlete membership has increased 4-12% in the post-Olympic years.
MEMBERSHIP HISTORY 1986 - 2021
TOTAL INDIVIDUAL MEMBERS 1986 - 2021
50,000
19
8
7
19
8
6
19
8
8
19
8
9
19
9
0
19
9
1
19
9
2
19
9
3
19
9
4
19
9
6
19
9
5
19
9
7
19
9
8
19
9
9
20
0
0
20
0
1
20
0
2
20
0
3
20
0
5
20
0
4
20
0
6
20
0
7
20
0
8
20
0
9
20
1
0
20
1
1
20
1
2
20
1
4
20
1
3
20
1
5
20
1
6
20
1
7
20
1
8
20
1
9
100,000
150,000
200,000
250,000
300,000
350,000
400,000
450,000
20
2
0
20
2
1
Athlete, Club and
Non-athlete Memberships YEAR PREMIUM/ OUTREACH ATHLETE INC/DEC FLEX ATHLETE INC/DEC SEASONAL ATHLETE INC/DEC SINGLE-MEET OPEN WATER ATHLETE INC/DEC YEAR-ROUND CLUB/ORG INC/DEC SEASONAL CLUB INC/DEC NON-ATHLETE INC/DEC TOTAL INDIVIDUAL MEMBERS
INC/DEC
2021 238,033 -19.05%44,255 69.30%13,763 127.79%27 -15.63%2,694 -9.29%90 45.16%35,150 -4.57%331,228 -0.09
2020 294,047 -10.2%26,140 3.8%6,042 -67.7%32 78.8%2,970 -2.1%62 -44.1%36,832 -8.5%363,093 -11.8%
2019 327,337 -5.6%25,183 18,728 -24.4%151 -21.8%3,033 0%111 -5.9%40,273 1.6%411,672 0.1%
2018 346,735 -2.2%24,759 -1.7%193 -59.0%3,034 0.1%118 -7.8%39,637 1.2%411,324 -1.9%
2017*354,627 5.5%25,175 5.5%471 44.5%3,030 0.6%128 -0.8%39,154 2.0%419,427 5.2%
2016 336,026 -0.3%23,858 -5.8%326 -8.4%3,011 1.2%129 -9.8%38,375 2.6%398,585 -0.4%
2015 337,084 -0.8%25,326 -8.5%356 12.7%2,975 0.2%143 13.5%37,399 2.4%400,165 -1.1%
2014 339,903 -0.2%27,683 -6.3%316 -6.2%2,970 1.9%126 0%36,521 5.9%404,423 -0.1%
2013*340,568 13.2%29,555 -1.7%337 127.7%2,915 1.1%126 0.8%34,480 7.7%404,940 11.5%
2012 300,884 3.3%30,074 -0.2%148 -12.9%2,884 2.8%125 4.2%32,013 2.8%363,119 3.0%
2011 291,182 1.5%30,133 -8.8%170 -60.5%2,805 2.0%120 5.3%31,154 2.0%352,639 0.5%
2010 286,900 0.3%33,027 -5.3%430 68.0%2,750 2.6%114 4.6%30,554 3.4%350,911 0.0%
2009*286,147 11.3%34,866 3.5%256 41.4%2,681 -0.7%109 -10.7%29,557 3.9%350,826 9.8%
2008 257,180 2.2%33,672 -4.8%181 -8.1%2,701 0.3%122 1.6%28,447 -0.9%319,480 1.2%
2007 251,547 0.9%35,388 0.4%197 109.6%2,692 -0.7%120 26.3%28,695 1.0%315,827 0.9%
2006 249,326 0.1%35,253 -2.7%94 32.4%2,712 -0.4%95 -11.2%28,416 2.0%313,089 -0.1%
2005*249,182 7.3%36,249 -2.0%71 2,724 -0.4%107 -6.1%27,847 2.0%313,349 5.6%
2004 232,361 -1.1%36,970 -0.6%0 2,736 -3.5%114 7.5%27,314 -1.2%296,645 -1.1%
2003 235,013 3.0%37,176 -2.1%0 2,834 4.0%106 -9.4%27,652 5.1%299,841 2.5%
2002 228,216 -1.7%37,978 0.7%0 2,724 -2.1%117 2.6%26,322 0.7%292,516 -1.2%
2001*232,253 4.9%37,715 -3.8%0 2,783 1.0%114 -3.4%26,151 1.6%296,119 3.4%
2000 221,352 1.9%39,223 5.3%0 2,755 0.1%118 -5.6%25,732 -0.5%286,307 2.1%
1999 217,325 1.5%37,237 -8.1%0 2,753 0.4%125 -3.1%25,852 -2.2%280,414 -0.3%
1998 214,206 1.2%40,518 2.5%0 2,765 2.7%129 12.2%26,426 1.7%281,150 1.4%
1997*211,728 8.1%39,525 -1.9%0 2,692 2.8%115 -18.4%25,973 4.8%277,226 6.2%
1996 195,853 2.1%40,300 16.1%0 2,618 0.2%141 11.0%24,788 0.2%260,941 3.8%
1995 191,855 0.7%34,703 -4.3%0 2,612 2.2%127 42.6%24,740 2.6%251,298 0.1%
1994 190,559 1.0%36,251 5.8%0 2,556 -0.6%89 24,124 -0.2%250,934 1.6%
1993*188,647 10.1%34,262 2.9%0 2,571 4.8%0 24,167 11.2%247,076 9.1%
1992 171,346 3.5%33,309 28.8%0 2,453 0.7%0 21,726 3.3%226,381 6.5%
1991 165,622 2.3%25,867 9.7%0 2,435 2.4%0 21,040 5.8%212,529 3.5%
1990 161,885 2.0%23,579 13.5%0 2,379 -2.0%0 19,885 -0.7%205,349 2.9%
1989*158,681 3.8%20,768 14.9%0 2,428 0.2%0 20,020 2.7%199,469 4.7%
1988 152,937 -3.8%18,077 30.0%0 2,422 -2.6%0 19,468 2.6%190,482 -0.7%
1987 159,039 -6.3%13,905 0 2,487 -4.0%0 18,972 11.0%191,916 2.8%
1986 169,676 0 0 2,590 0 17,085 186,761
ATHLETE MEMBERSHIP
PREMIUM* ATHLETE – Premium athlete membership is for a
calendar year period (January – December). New athlete mem-
berships processed on or after September 1 are valid through
December 31 of the following year. USA Swimming’s fee for
registration year 2021 – $64.00. *Formerly known as Year-Round
FLEX ATHLETE – Flex athlete membership is for a calendar year
period (January – December). New memberships processed
on or after September 1 are valid through December 31 of the
following year. USA Swimming’s fee for registration year 2021
- $10.00. Flex athletes are limited to two (2) sanctioned meets
(below Zone, Sectional and National levels) per registration year.
OUTREACH ATHLETE – Outreach membership is a year-round
athlete membership with reduced fee and is offered to under-
represented and/or economically disadvantaged youth. Mem-
bership is for a calendar year period (January – December).
New memberships processed on or after September 1 are valid
through December 31 of the following year. USA Swimming’s fee
for registration year 2021 – $5.00.
SEASONAL ATHLETE – At the option of the Local Swimming
Committee (LSC), seasonal athlete membership may be offered
for one or two periods of not more than 150 days per period
(Note: Athlete is only eligible for one seasonal membership per
registration year). The beginning and ending dates of each sea-
sonal period is determined by the LSC.
In addition, and at the option of the LSC, individual season ath-
lete membership may be offered for an unspecified but continu-
ous period of not more than 150 days commencing on the date
of registration. (Note: Athlete is only eligible for one individual
season membership per registration year).
Seasonal athletes may compete in USA Swimming competitions
below the Zone Championship level. USA Swimming’s fee for
registration year 2021 – $30.00.
SINGLE-MEET OPEN WATER ATHLETE – At the option of the LSC,
membership may be offered for a period of three (3) days of the
specific date(s) of an open water competition(s). The athlete must
compete unattached. Single-meet open water athletes may com-
pete in USA Swimming competitions below the Zone Champion-
ship level. USA Swimming’s fee for registration year 2021 – $10.00.
CLUB MEMBERSHIP
YEAR-ROUND CLUB – Year-round club membership is for a
calendar year period (January – December). New club mem-
berships processed on or after September 1 are valid through
December 31 of the following year. USA Swimming’s fee for
registration year 2021 – $70.00.
SEASONAL CLUB – At the option of the LSC, seasonal club mem-
bership may be offered for one or two periods of not more than 150
days per period. The beginning and ending dates of each seasonal
period is determined by the LSC. Seasonal clubs may compete in
USA Swimming competitions below the Zone Championship level.
USA Swimming’s fee for registration year 2021 – $40.00.
NON-ATHLETE MEMBERSHIP
Non-athlete membership is for a calendar year period (January –
December). New non-athlete memberships processed on or after
September 1 are valid through December 31 of the following year.
Non-athlete members are coaches, officials, board members, par-
ents and other individuals who do not swim. USA Swimming’s fees
for registration year 2021 – Individual: $64.00; Life: $1,000.00.
USA SWIMMING 2020 MEMBERSHIP DEMOGRAPHICS REPORT | 5 34
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6 | USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT | 7
USA SWIMMING 2019 MEMBERSHIP DEMOGRAPHICS REPORT
LOCAL SWIMMING COMMITTEE (LSC) ZONES
ATHLETE, CLUB AND NON-ATHLETE MEMBERSHIPS
CENTRAL EASTERN WESTERN SOUTHERN
AR - Arkansas AD - Adirondack AK - Alaska BD - Border
IA - Iowa AM - Allegheny Mountain AZ - Arizona FG - Florida Gold Coast
IL - Illinois CT - Connecticut CA - Southern California FL - Florida
IN - Indiana MA - Middle Atlantic CC - Central California GA - Georgia
LE - Lake Erie MD - Maryland CO - Colorado GU - Gulf
MI - Michigan ME - Maine HI - Hawaiian KY - Kentucky
MN - Minnesota MR - Metropolitan IE - Inland Empire LA - Louisiana
MV - Missouri Valley NE - New England MT - Montana MS - Mississippi
MW - Midwestern NI - Niagara NM - New Mexico NC - North Carolina
ND - North Dakota NJ - New Jersey OR - Oregon NT - North Texas
OH - Ohio PV - Potomac Valley PC - Pacific SC - South Carolina
OK - Oklahoma VA - Virginia PN - Pacific Northwest SE - Southeastern
OZ - Ozark SI - San Diego-Imperial ST - South Texas
SD - South Dakota SN - Sierra Nevada WT - West Texas
WI - Wisconsin SR - Snake River WV - West Virginia
US - USA Swimming
UT - Utah
WY - Wyoming
All Premium athletes join USA Swimming through their Local Swimming Committee (LSC), one of 59 local
organizations responsible for administering USA Swimming activities in a defined geographical area. Within each
LSC, a designated Registration/Membership Chair is responsible for providing athlete registration information
and applications to all interested individuals.
Premium athlete membership is for a calendar year period (January - December). New athlete memberships
processed on or after September 1 are valid through December 31 of the following year.
Premium athlete membership provides liability and secondary accident medical insurance coverage, plus
complimentary issues of Splash, the official USA Swimming magazine.
Premium and Outreach
Athlete Membership
MIKE LEWIS / USA SWIMMING
35
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8 | USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT | 9
PREMIUM AND OUTREACH ATHLETE MEMBERSHIP 2020 VS. 2021 PREMIUM AND OUTREACH ATHLETE MEMBERSHIP 2020 VS. 2021
LSC CODE LSC NAME 2020 2021 INC./DEC.
AD ADIRONDACK 1,870 684 -1,186
AK ALASKA 1,751 1,316 -435
AM ALLEGHENY MOUNTAIN 3,297 2,450 -847
AR ARKANSAS 1,540 1,333 -207
AZ ARIZONA 4,579 4,497 -82
BD BORDER 821 553 -268
CA SOUTHERN CALIFORNIA 18,039 14,377 -3,662
CC CENTRAL CALIFORNIA 1,076 1,030 -46
CO COLORADO 6,606 5,908 -698
CT CONNECTICUT 5,540 4,560 -980
FG FLORIDA GOLD COAST 4,310 4,439 129
FL FLORIDA 9,129 9,844 715
GA GEORGIA 6,912 6,458 -454
GU GULF 8,560 6,932 -1,628
HI HAWAIIAN 2,483 1,872 -611
IA IOWA 2,392 2,355 -37
IE INLAND EMPIRE 1,108 1,045 -63
IL ILLINOIS 18,197 13,029 -5,168
IN INDIANA 9,243 7,755 -1,488
KY KENTUCKY 2,329 1,846 -483
LA LOUISIANA 2,437 2,272 -165
LE LAKE ERIE 3,074 2,761 -313
MA MIDDLE ATLANTIC 10,929 7,843 -3,086
MD MARYLAND 5,239 3,755 -1,484
ME MAINE 843 576 -267
MI MICHIGAN 8,205 5,531 -2,674
MN MINNESOTA 7,340 6,638 -702
MR METROPOLITAN 9,660 6,337 -3,323
MS MISSISSIPPI 1,283 1,063 -220
MT MONTANA 1,056 901 -155
MV MISSOURI VALLEY 3,741 3,347 -394
LSC CODE LSC NAME 2020 2021 INC./DEC.
MW MIDWESTERN 2,348 2,157 -191
NC NORTH CAROLINA 8,996 8,052 -944
ND NORTH DAKOTA 1,238 1,211 -27
NE NEW ENGLAND 7,898 6,245 -1,653
NI NIAGARA 4,004 2,255 -1,749
NJ NEW JERSEY 9,301 5,446 -3,855
NM NEW MEXICO 1,438 1,185 -253
NT NORTH TEXAS 6,701 5,953 -748
OH OHIO 6,320 5,104 -1,216
OK OKLAHOMA 1,625 1,759 134
OR OREGON 4,628 3,326 -1,302
OZ OZARK 3,057 2,324 -733
PC PACIFIC 14,019 10,290 -3,729
PN PACIFIC NORTHWEST 5,784 4,397 -1,387
PV POTOMAC VALLEY 11,380 7,525 -3,855
SC SOUTH CAROLINA 3,148 2,945 -203
SD SOUTH DAKOTA 1,194 1,170 -24
SE SOUTHEASTERN 6,187 5,274 -913
SI SAN DIEGO-IMPERIAL 3,486 2,764 -722
SN SIERRA NEVADA 2,293 2,553 260
SR SNAKE RIVER 970 882 -88
ST SOUTH TEXAS 6,396 5,472 -924
US USA SWIMMING 36 24 -12
UT UTAH 3,213 3,513 300
VA VIRGINIA 6,287 5,942 -345
WI WISCONSIN 6,138 4,876 -1,262
WT WEST TEXAS 597 576 -21
WV WEST VIRGINIA 378 270 -108
WY WYOMING 1,398 1,236 -162
TOTAL 294,047 238,033 -56,014
PREMIUM AND OUTREACH ATHLETE MEMBERSHIP BY ZONE 2020 VS. 2021
SOUTH TEXAS
WEST TEXAS
NORTH TEXAS
LOUISIANAGULF
BO
R
D
E
R
MISSISSIPPI
GEORGIA
KENTUCKY
SOUTHCAROLINA
NORTH CAROLINA
FLORIDAGOLDCOAST
SOU
T
H
E
A
S
T
E
RN
WESTVIRGINIA VIRGINIA MARYLAND
POTOMAC VALLEY
MIDDLEATLANTIC
ALL
E
G
H
E
N
Y
MO
U
NTAIN
NIAGARA
A
D
I
R
O
N
D
A
C
K
NEWENGLAND
MAINE
NEW JERSEY
METROPOLITAN
CONNECTICUT
ALASKA
HAWAIIAN
LAKE ERIE
INDIANA
MICHIGAN
WISCONSIN
ILLINOIS
MINNESOTA
NORTH DAKOTA
IOWA
SOUTH DAKOTA
MIDWESTERN
MISSOURI VALLEY
OZARK
ARKANSAS
OKLAHOMA
MONTANA
WYOMING
COLORADO
NEW MEXICOARIZONA
UTAH
SOUTHERNCALIFORNIA
SAN DIEGO-IMPERIAL
CENTRAL CALIFORNIA
SIERRA NEVADA
P
A
C
I
F
I
C
SNAKE RIVER
OREGON
INLAND EMPIRE
PACIFIC NORTHWEST
OHIO
0-2,000
2,001-4,000
4,001-6,000
6,001-8,000
8,001-10,000
10,001-12,000
12,001-20,000
FLORIDA
0
5000
10000
15000
20000
WYWVWTWIVAUTUSSTSRSNSISESDSCPVPNPCOZOROKOHNTNMNJNINENDNCMWMVMTMSMRMNMIMEMDMALELAKYINILIEIAHIGUGAFLFGCTCOCCCABDAZARAMAKAD
PREMIUM AND OUTREACH ATHLETE MEMBERSHIP PREMIUM AND OUTREACH ATHLETE MEMBERSHIP
PREMIUM AND OUTREACH ATHLETE MEMBERSHIP 2021
NUMBER OF ATHLETES 20212020
WESTERN ZONE
% of total membership
CENTRAL ZONE
% of total membership
SOUTHERN ZONE
% of total membership
EASTERN ZONE
% of total membership
202025.2%
202025.7%
202023.0%
202026.0%
202125.7%
202125.9%
202125.8%
202122.6%
CENTRAL ZONE
2020 2021 INC./DEC.
75,691 61,551 -14,140
EASTERN ZONE
2020 2021 INC./DEC.
76,584 53,773 -22,811
SOUTHERN ZONE
2020 2021 INC./DEC.
67,698 61,498 -6,200
WESTERN ZONE
2020 2021 INC./DEC.
74,078 61,211 -12,867
TOTAL
2020 2021 INC./DEC.
294,051 238,033 -56,018
36
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10 | USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT | 11
NEWS/RENEWS BY AGE GROUPS
2021 PREMIUM AND OUTREACH ATHLETE MEMBERSHIP
2021 ATHLETE MEMBERSHIP AGE DISTRIBUTION
AGE NEWFEMALE RENEWFEMALE TOTALFEMALE % OF TOTAL ATHLETES NEWMALE RENEWMALE TOTALMALE % OF TOTAL ATHLETES GRAND TOTAL % OF TOTAL ATHLETES
8 & UNDER 4,363 2,262 6,625 2.8%3,527 1,776 5,303 2.2%11,928 2.2%
9 3,266 4,055 7,321 3.1%2,666 3,389 6,055 2.5%13,376 2.5%
10 3,632 7,073 10,705 4.5%2,919 5,744 8,663 3.6%19,368 3.6%
11 3,681 9,602 13,283 5.6%2,852 7,817 10,669 4.5%23,952 4.5%
12 3,176 11,860 15,036 6.3%2,418 9,139 11,557 4.9%26,593 4.9%
13 2,441 12,959 15,400 6.5%1,932 9,901 11,833 5.0%27,233 5.0%
14 1,790 13,373 15,163 6.4%1,599 10,306 11,905 5.0%27,068 5.0%
15 1,199 12,128 13,327 5.6%1,096 9,422 10,518 4.4%23,845 4.4%
16 791 10,452 11,243 4.7%895 8,511 9,406 4.0%20,649 4.0%
17 541 9,084 9,625 4.0%630 7,832 8,462 3.6%18,087 3.6%
18 249 6,568 6,817 2.9%361 6,333 6,694 2.8%13,511 2.8%
19 & OVER 240 5,549 5,789 2.4%263 6,371 6,634 2.8%12,423 2.8%
TOTAL 25,369 104,965 130,334 54.8%21,158 86,541 107,699 45.2%238,033
New membership is defined as someone who has not been registered since 1994. Renewed membership is defined as someone
who prior to registering for 2020 had been registered as any membership type in any year since 1994. Ages are calculated as of
December 31, 2021. The average age of a year-round athlete is 12.
Number of
Premium
and Outreach
athletes that
have been
registered for
5 or more
consecutive
years: 86,748
Number of
Premium
and Outreach
athletes that
have been
registered for
10 or more
consecutive
years: 14,428
2021 PREMIUM AND OUTREACH ATHLETE MEMBERSHIP RETENTION RATE
AGE % OF RETAINED FEMALE ATHLETES % OF RETAINED MALE ATHLETES % OF RETAINED TOTAL ATHLETES
8 & UNDER 1.7%1.6%1.7%
9 3.1%3.2%3.1%
10 5.4%5.3%5.4%
11 7.4%7.3%7.3%
12 9.1%8.5%8.8%
13 10.0%9.2%9.6%
14 10.3%9.6%9.9%
15 9.3%8.7%9.1%
16 8.0%7.9%8.0%
17 7.0%7.3%7.1%
18 5.0%5.9%5.4%
19 & OVER 4.3%5.9%5.0%
TOTAL 81%80.4%80%
2020 VS. 2021 PREMIUM AND
OUTREACH ATHLETE MEMBERSHIP
AGE 2020FEMALE 2021FEMALE INC./DEC.2020MALE 2021MALE INC./DEC.2020TOTAL F/M 2021TOTAL F/M INC./DEC.
8 & UNDER 10,287 6,610 -3,677 8,540 5,283 -3,257 18,827 11,893 -6,934
9 11,202 7,336 -3,866 9,221 6,075 -3,146 20,423 13,411 -7,012
10 15,397 10,705 -4,692 12,479 8,663 -3,816 27,876 19,368 -8,508
11 18,325 13,283 -5,042 14,682 10,669 -4,013 33,007 23,952 -9,055
12 19,727 14,991 -4,736 15,925 11,524 -4,401 35,652 26,515 -9,137
13 19,550 15,445 -4,105 15,662 11,866 -3,796 35,212 27,311 -7,901
14 18,101 15,163 -2,938 14,556 11,905 -2,651 32,657 27,068 -5,589
15 14,606 13,327 -1,279 11,953 10,518 -1,435 26,559 23,845 -2,714
16 12,222 11,229 -993 10,262 9,389 -873 22,484 20,618 -1,866
17 9,559 9,639 80 8,883 8,479 -404 18,442 18,118 -324
18 6,771 6,817 46 6,903 6,694 -209 13,674 13,511 -163
19 & OVER 4,026 5,789 1,763 5,208 6,634 1,426 9,234 12,423 3,189
TOTAL 159,773 130,334 -29,439 134,274 107,699 -26,575 294,047 238,033 -56,014
PREMIUM AND OUTREACH ATHLETE MEMBERSHIP PREMIUM AND OUTREACH ATHLETE MEMBERSHIP
Age 4
and younger
5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
and older
12,900
400 1,100
21,700
32,600
10,200
31,700
27,700
8,200
19,100
22,700
25,800
32,900
30,700
14,700
3,600
0
5000
10000
15000
20000
25000
30000
35000
NUMBER OF ATHLETES
37
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12 | USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT | 13
OUTREACH ATHLETE MEMBERSHIP
In 2021, there were 4,733 Outreach members (which are includ-
ed in the Premium athlete membership totals on pages 8 and 9).
Outreach membership offers qualified individuals the opportunity
to become a USA Swimming year-round athlete member at a
reduced fee. The national fee for outreach membership is $5.00
and the Local Swimming Committee has the option to set a local
fee that may not exceed $2.00. The goal is to provide opportu-
nities in swimming to under-represented and/or economically
disadvantaged youth in the United States. Each Local Swimming
Committee determines how they will qualify athletes for out-
reach membership. They may use but are not limited to national
guidelines based on Federal Food Stamps, Free School Lunch and/
or Federal Poverty Guidelines.
LSC CODE LSC NAME 2020 2021 INC./DEC.
AD ADIRONDACK 27 4 -23
AK ALASKA 120 38 -82
AM ALLEGHENY MOUNTAIN 51 19 -32
AR ARKANSAS 36 18 -18
AZ ARIZONA 38 26 -12
BD BORDER 0 0 0
CA SOUTHERN CALIFORNIA 976 453 -523
CC CENTRAL CALIFORNIA 11 6 -5
CO COLORADO 52 54 2
CT CONNECTICUT 24 18 -6
FG FLORIDA GOLD COAST 0 3 3
FL FLORIDA 194 210 16
GA GEORGIA 45 30 -15
GU GULF 193 57 -136
HI HAWAIIAN 129 56 -73
IA IOWA 35 57 22
IE INLAND EMPIRE 33 20 -13
IL ILLINOIS 2,752 856 -1,896
IN INDIANA 402 348 -54
KY KENTUCKY 180 92 -88
LA LOUISIANA 10 2 -8
LE LAKE ERIE 99 46 -53
MA MIDDLE ATLANTIC 26 13 -13
MD MARYLAND 47 16 -31
ME MAINE 18 4 -14
MI MICHIGAN 193 91 -102
MN MINNESOTA 43 30 -13
MR METROPOLITAN 216 96 -120
MS MISSISSIPPI 1 0 -1
MT MONTANA 71 46 -25
LSC CODE LSC NAME 2020 2021 INC./DEC.
MV MISSOURI VALLEY 77 116 39
MW MIDWESTERN 56 41 -15
NC NORTH CAROLINA 122 91 -31
ND NORTH DAKOTA 7 7 0
NE NEW ENGLAND 88 51 -37
NI NIAGARA 252 239 -13
NJ NEW JERSEY 267 96 -171
NM NEW MEXICO 90 77 -13
NT NORTH TEXAS 35 34 -1
OH OHIO 49 47 -2
OK OKLAHOMA 57 29 -28
OR OREGON 189 152 -37
OZ OZARK 25 20 -5
PC PACIFIC 220 138 -82
PN PACIFIC NORTHWEST 158 75 -83
PV POTOMAC VALLEY 22 3 -19
SC SOUTH CAROLINA 32 6 -26
SD SOUTH DAKOTA 4 2 -2
SE SOUTHEASTERN 103 81 -22
SI SAN DIEGO-IMPERIAL 116 61 -55
SN SIERRA NEVADA 54 154 100
SR SNAKE RIVER 22 29 7
ST SOUTH TEXAS 94 80 -14
UT UTAH 131 139 8
VA VIRGINIA 66 88 22
WI WISCONSIN 72 58 -14
WT WEST TEXAS 0 0 0
WV WEST VIRGINIA 1 0 -1
WY WYOMING 75 110 35
TOTAL 8,506 4,733 -3,773
OUTREACH ATHLETE MEMBERSHIP 2020 VS. 2021
PREMIUM AND OUTREACH ATHLETE MEMBERSHIP MIKE LEWIS / USA SWIMMING
38
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14 | USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT | 15
2021 PREMIUM AND OUTREACH ATHLETE MEMBERS WITH A DISABILITY
Athletes are asked, but not mandated, to provide disability information on the registration form.
2021 PREMIUM AND OUTREACH ATHLETE MEMBERS WITH A DISABILITY
Athletes are asked, but not mandated, to provide disability information on the registration form.
LSC CODE
BLIND OR VISUALLY IMPAIRED DEAF ORHARD OF HEARING PHYSICAL DISABILITY COGNITIVE DISABILITY NO. OF ATHLETESLSC NAME FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE
AD ADIRONDACK 1 0 2 2 1 0 2 6 13
AK ALASKA 4 3 7 2 2 1 6 5 29
AM ALLEGHENY MOUNTAIN 4 4 6 3 2 1 5 18 42
AR ARKANSAS 3 0 7 0 4 3 6 1 22
AZ ARIZONA 2 10 3 4 5 7 6 12 47
BD BORDER 0 1 0 0 2 1 0 1 5
CA SOUTHERN CALIFORNIA 12 10 16 8 20 15 14 49 135
CC CENTRAL CALIFORNIA 3 4 4 1 1 3 2 4 21
CO COLORADO 9 8 16 4 12 17 9 21 93
CT CONNECTICUT 6 5 5 2 3 3 9 11 44
FG FLORIDA GOLD COAST 2 4 4 2 5 6 6 8 35
FL FLORIDA 14 5 11 14 17 7 18 46 128
GA GEORGIA 9 10 6 5 9 9 13 28 84
GU GULF 16 8 8 8 9 2 10 17 77
HI HAWAIIAN 3 1 4 0 4 1 2 7 22
IA IOWA 2 6 3 3 4 4 5 7 34
IE INLAND EMPIRE 1 2 2 1 4 0 4 7 20
IL ILLINOIS 12 7 13 10 18 6 17 34 114
IN INDIANA 18 21 12 12 13 17 13 50 148
KY KENTUCKY 3 2 0 2 4 4 0 6 21
LA LOUISIANA 0 1 4 3 0 2 11 15 36
LE LAKE ERIE 5 5 7 6 9 5 12 15 60
MA MIDDLE ATLANTIC 14 10 14 9 11 12 9 20 94
MD MARYLAND 4 6 7 2 8 4 8 13 49
ME MAINE 0 0 2 2 2 2 2 1 11
MI MICHIGAN 3 3 8 2 9 7 5 18 51
MN MINNESOTA 7 4 10 4 11 2 18 23 78
MR METROPOLITAN 5 3 5 4 11 13 6 23 69
MS MISSISSIPPI 1 1 3 2 2 1 4 4 17
MT MONTANA 0 0 1 1 0 1 4 6 13
LSC CODE
BLIND OR VISUALLY IMPAIRED DEAF ORHARD OF HEARING PHYSICAL DISABILITY COGNITIVE DISABILITY NO. OF ATHLETESLSC NAME FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE
MV MISSOURI VALLEY 5 5 5 1 7 6 7 10 43
MW MIDWESTERN 8 0 3 2 2 1 3 11 30
NC NORTH CAROLINA 12 11 16 12 7 6 10 13 84
ND NORTH DAKOTA 4 2 2 2 3 3 9 7 32
NE NEW ENGLAND 7 6 16 5 6 5 13 25 79
NI NIAGARA 3 1 7 1 5 1 6 14 38
NJ NEW JERSEY 7 4 3 3 4 3 3 12 37
NM NEW MEXICO 6 2 3 1 1 2 4 10 29
NT NORTH TEXAS 8 5 7 11 10 10 11 28 87
OH OHIO 9 11 8 8 9 10 8 20 81
OK OKLAHOMA 6 1 7 6 3 1 3 10 36
OR OREGON 3 5 5 5 4 5 10 9 45
OZ OZARK 0 5 5 2 2 1 5 3 22
PC PACIFIC 10 7 6 10 5 8 9 31 84
PN PACIFIC NORTHWEST 7 3 7 3 9 3 15 20 66
PV POTOMAC VALLEY 8 7 11 7 6 7 9 13 65
SC SOUTH CAROLINA 8 2 4 6 4 2 10 12 46
SD SOUTH DAKOTA 1 2 2 1 4 1 2 4 17
SE SOUTHEASTERN 7 8 5 9 12 11 18 32 94
SI SAN DIEGO-IMPERIAL 7 2 6 3 5 4 5 14 45
SN SIERRA NEVADA 10 4 3 4 1 4 4 7 35
SR SNAKE RIVER 2 1 3 3 1 1 2 3 16
ST SOUTH TEXAS 7 16 10 15 14 10 15 31 110
UT UTAH 9 5 2 5 8 3 4 20 50
VA VIRGINIA 12 13 4 8 8 4 10 21 77
WI WISCONSIN 4 9 8 5 7 9 12 19 70
WT WEST TEXAS 1 1 0 0 1 0 2 3 8
WV WEST VIRGINIA 0 0 0 1 1 0 1 2 3
WY WYOMING 3 2 3 0 0 2 4 3 17
TOTAL 337 284 351 257 351 279 440 883 3,058
PREMIUM AND OUTREACH ATHLETE MEMBERSHIP PREMIUM AND OUTREACH ATHLETE MEMBERSHIP
39
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16 | USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT | 17
2021 PREMIUM AND OUTREACH ATHLETE MEMBERSHIP — ETHNICITY
Athletes are asked, but not mandated, to provide ethnicity information on the registration form.
2021 PREMIUM AND OUTREACH ATHLETE MEMBERSHIP — ETHNICITY
Athletes are asked, but not mandated, to provide ethnicity information on the registration form.
LSC CODE
AFRICAN AMERICAN OR BLACK
AMERICAN INDIAN ANDALASKA NATIVE ASIAN HISPANIC OR LATINO
NATIVE HAWAIIAN AND OTHER PACIFIC ISLAND WHITE OTHER MIXED NO RESPONSE
LSC NAME FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE
AD ADIRONDACK 1 2 0 0 32 39 7 1 0 0 255 165 4 3 18 10 85 62
AK ALASKA 1 4 29 21 11 7 3 0 0 0 313 266 2 2 81 48 281 247
AM ALLEGHENY
MOUNTAIN 10 9 0 0 40 57 7 7 1 0 928 631 11 12 47 50 358 282
AR ARKANSAS 15 8 3 1 30 46 29 13 1 0 497 444 2 5 55 37 70 77
AZ ARIZONA 18 21 7 1 66 92 98 99 1 3 1,337 925 22 14 239 196 777 581
BD BORDER 3 6 0 0 3 6 119 129 0 0 41 36 0 4 32 33 74 67
CA SOUTHERN
CALIFORNIA 62 44 11 9 1,144 1,554 490 408 33 32 2,151 1,684 85 105 895 714 2,486 2,470
CC CENTRAL CALI-
FORNIA 10 4 1 0 33 26 52 45 5 1 209 145 8 10 75 54 184 168
CO COLORADO 25 6 4 0 118 85 70 55 4 0 2,021 1,289 20 17 281 196 1,028 689
CT CONNECTICUT 23 14 1 0 123 139 53 53 0 4 1,139 800 18 12 135 96 1,126 824
FG FLORIDA GOLD
COAST 49 42 0 1 32 53 309 468 4 1 518 528 31 53 163 191 962 1,034
FL FLORIDA 68 64 4 6 155 177 220 234 4 6 2,445 1,954 35 31 403 375 1,939 1,724
GA GEORGIA 160 149 2 1 154 245 101 78 3 1 1,833 1,421 24 26 213 191 975 881
GU GULF 86 67 3 5 309 384 240 262 1 2 1,571 1,210 36 33 360 297 1,058 1,008
HI HAWAIIAN 3 1 1 1 169 168 11 7 49 32 241 195 19 21 274 210 259 211
IA IOWA 12 4 2 0 38 42 9 13 1 0 1,029 722 1 3 62 51 199 167
IE INLAND EM-
PIRE 3 2 2 1 19 24 15 16 0 0 360 254 2 6 44 38 149 110
IL ILLINOIS 117 98 6 5 456 621 270 221 7 2 3,922 3,094 121 99 463 369 4,308 4,019
Illi-93 71 2 5 352 448 202 145 7 2 3,540 2,660 64 58 443 346 2,476 2,115 756
IN INDIANA 60 45 2 0 124 137 94 110 0 0 3,091 2,314 25 24 263 237 676 553
KY KENTUCKY 12 4 0 0 27 26 10 9 1 0 627 509 4 4 27 29 290 267
LA LOUISIANA 38 39 2 1 27 37 16 24 0 0 637 552 1 11 42 37 407 401
LE LAKE ERIE 27 18 0 0 39 64 26 15 1 1 986 728 15 7 104 69 359 302
MA MIDDLE AT-78 54 2 1 183 288 56 51 5 6 2,583 2,187 59 58 249 205 943 835
MD MARYLAND 102 91 2 0 130 166 30 30 1 0 1,182 998 16 13 161 151 357 325
ME MAINE 2 4 0 3 7 8 3 2 0 0 272 170 0 2 21 19 41 22
MI MICHIGAN 61 34 2 5 120 177 44 31 1 0 1,951 1,342 16 13 180 124 817 613
MN MINNESOTA 25 9 6 0 121 108 40 26 2 0 2,247 1,253 10 13 146 94 1,559 979
MR METROPOLI-61 52 1 4 291 353 165 123 2 1 1,324 1,184 58 80 305 249 1,126 958
MS MISSISSIPPI 18 23 0 0 30 24 4 5 1 0 360 342 0 4 23 27 102 100
MT MONTANA 1 1 10 4 4 5 4 2 0 1 303 178 2 1 18 18 213 136
MV MISSOURI 9 10 5 4 57 77 48 39 4 0 1,086 801 9 8 83 80 577 450
MW MIDWESTERN 7 4 3 1 30 30 25 19 0 0 790 638 6 2 66 34 277 225
LSC CODE
AFRICAN AMERICAN OR BLACK
AMERICAN INDIAN ANDALASKA NATIVE ASIAN HISPANIC OR LATINO
NATIVE HAWAIIAN AND OTHER PACIFIC ISLAND WHITE OTHER MIXED NO RESPONSE
LSC NAME FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE
NC NORTH CARO-
LINA 90 74 5 3 147 183 63 59 1 3 2,404 1,758 16 18 205 177 1,508 1,339
ND NORTH DA-
KOTA 2 1 4 2 6 6 4 2 0 0 568 312 2 1 32 12 153 104
NE NEW ENGLAND 52 40 1 3 329 389 69 41 0 1 2,027 1,319 62 46 197 172 912 585
NI NIAGARA 89 77 1 2 37 38 20 19 0 0 896 658 13 11 69 41 156 128
NJ NEW JERSEY 25 19 0 0 348 394 82 86 0 2 913 717 214 185 149 108 1,145 1,059
NM NEW MEXICO 4 2 7 4 35 31 96 63 1 0 277 215 9 1 115 90 119 116
NT NORTH TEXAS 68 49 6 5 436 586 122 122 4 4 1,262 1,171 43 33 243 226 846 727
OH OHIO 32 16 0 3 84 110 34 29 2 3 1,842 1,432 13 17 174 128 652 533
OK OKLAHOMA 10 5 23 27 49 53 22 29 1 0 495 432 4 12 115 84 195 201
OR OREGON 9 10 9 4 122 142 39 32 2 2 1,009 679 11 14 187 125 482 448
OZ OZARK 17 14 0 0 66 88 25 12 1 0 968 634 2 3 73 68 187 166
PC PACIFIC 31 21 8 6 842 1,034 157 119 13 13 1,562 1,199 67 55 561 469 2,166 1,967
PN PACIFIC
NORTHWEST 20 9 4 3 405 508 29 23 3 3 1,154 871 22 27 314 231 397 374
PV POTOMAC
VALLEY 121 100 4 6 381 477 125 91 3 0 1,823 1,512 278 244 390 312 869 789
SC SOUTH CARO-
LINA 30 33 2 0 24 29 23 30 1 0 1,088 822 12 5 89 60 386 312
SD SOUTH DAKOTA 0 0 1 3 4 3 2 5 0 0 344 259 1 1 35 18 291 203
SE SOUTHEASTERN 60 60 5 3 89 94 32 28 1 1 1,616 1,299 22 20 135 119 872 818
SI SAN DIEGO-
IMPERIAL 4 4 1 0 126 136 83 61 4 8 604 489 17 9 232 188 431 367
SN SIERRA NE-
VADA 5 3 6 4 76 114 34 37 6 4 478 367 6 7 207 122 586 491
SR SNAKE RIVER 1 2 0 0 11 10 20 13 0 0 379 278 4 1 39 45 46 33
ST SOUTH TEXAS 18 27 2 5 234 315 245 259 6 4 1,575 1,347 24 25 401 382 323 280
US USA SWIMMING 0 0 0 0 1 2 0 0 0 0 7 4 0 0 1 3 3 3
UT UTAH 4 5 5 2 41 47 51 60 11 5 1,093 1,054 6 7 102 106 462 452
VA VIRGINIA 56 42 2 3 108 96 54 49 5 3 1,865 1,425 23 23 238 172 949 829
WI WISCONSIN 7 9 3 4 70 66 38 22 3 0 2,134 1,201 13 9 182 115 620 380
WT WEST TEXAS 4 5 1 0 7 11 15 18 0 1 122 100 0 1 20 17 135 119
WV WEST VIRGINIA 2 1 0 0 9 2 0 0 0 0 100 61 0 1 1 0 54 39
WY WYOMING 2 0 1 1 4 4 11 10 1 0 440 371 1 1 31 23 193 142
TOTAL 1,906 1,534 208 168 8,109 10,060 4,095 3,838 201 150 66,912 50,511 1,490 1,432 10,045 8,119 37,368 31,887
% OF TOTAL YEAR-ROUND ATHLETES (238,033)
.8%.6%.1%.1%3.4%4.2%1.7%1.6%.1%.1%28.1%21.2%.6%.6%4.2%3.4%15.7%13.4%
NOTE: 29.1% of athletes did not respond to the ethnicity question on their registration form.
Response to this question is not mandatory.
PREMIUM AND OUTREACH ATHLETE MEMBERSHIP PREMIUM AND OUTREACH ATHLETE MEMBERSHIP
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USA SWIMMING 2019 MEMBERSHIP DEMOGRAPHICS REPORT
LSC CODE LSC NAME NEW FLEX RENEW FLEX TOTAL FLEX NEW UPGRADES RENEW UPGRADES TOTAL UPGRADES
AD ADIRONDACK 71 88 159 24 168 192
AK ALASKA 327 232 559 43 102 145
AM ALLEGHENY MOUNTAIN 245 314 559 26 246 272
AR ARKANSAS 117 79 196 13 34 47
AZ ARIZONA 826 386 1,212 138 108 246
BD BORDER 626 202 828 23 207 230
CA SOUTHERN CALIFORNIA 2,394 1,725 4,119 149 621 770
CC CENTRAL CALIFORNIA 196 122 318 40 42 82
CO COLORADO 599 505 1,104 52 148 200
CT CONNECTICUT 162 122 284 51 197 248
FG FLORIDA GOLD COAST 464 75 539 71 15 86
FL FLORIDA 1,720 1,148 2,868 242 449 691
GA GEORGIA 463 290 753 66 113 179
GU GULF 1,285 826 2,111 128 232 360
HI HAWAIIAN 259 182 441 8 93 101
IA IOWA 517 200 717 89 74 163
IE INLAND EMPIRE 152 116 268 11 34 45
IL ILLINOIS 158 312 470 15 131 146
IN INDIANA 916 760 1,676 221 653 874
KY KENTUCKY 110 127 237 26 40 66
LA LOUISIANA 438 232 670 21 78 99
LE LAKE ERIE 169 215 384 22 25 47
MA MIDDLE ATLANTIC 360 560 920 28 43 71
MD MARYLAND 253 377 630 12 88 100
ME MAINE 46 105 151 8 37 45
MI MICHIGAN 51 26 77 11 5 16
MN MINNESOTA 265 319 584 80 216 296
MR METROPOLITAN 255 397 652 31 398 429
MT MONTANA 96 139 235 11 107 118
LSC CODE LSC NAME NEW FLEX RENEW FLEX TOTAL FLEX NEW UPGRADES RENEW UPGRADES TOTAL UPGRADES
MV MISSOURI VALLEY 244 237 481 25 81 106
MW MIDWESTERN 75 107 182 20 12 32
NC NORTH CAROLINA 843 746 1,589 190 295 485
ND NORTH DAKOTA 88 57 145 7 13 20
NE NEW ENGLAND 270 343 613 86 68 154
NI NIAGARA 465 836 1,301 66 239 305
NJ NEW JERSEY 70 453 523 0 36 36
NM NEW MEXICO 298 224 522 6 21 27
NT NORTH TEXAS -1 0 -1 0 0 0
OH OHIO 363 364 727 58 106 164
OK OKLAHOMA 20 4 24 3 2 5
OR OREGON 566 680 1,246 23 120 143
OZ OZARK 45 63 108 3 9 12
PC PACIFIC 1,108 1,186 2,294 11 109 120
PN PACIFIC NORTHWEST 304 414 718 7 53 60
PV POTOMAC VALLEY 560 1,064 1,624 79 378 457
SC SOUTH CAROLINA 154 39 193 16 28 44
SD SOUTH DAKOTA 4 4 8 0 0 0
SE SOUTHEASTERN 643 639 1,282 79 354 433
SI SAN DIEGO-IMPERIAL 1,000 453 1,453 78 67 145
SN SIERRA NEVADA 1,246 930 2,176 134 304 438
SR SNAKE RIVER 218 157 375 14 40 54
ST SOUTH TEXAS 603 448 1,051 67 85 152
UT UTAH 285 172 457 39 18 57
VA VIRGINIA 587 272 859 220 114 334
WI WISCONSIN 0 -2 -2 0 0 0
WT WEST TEXAS 204 69 273 18 4 22
WV WEST VIRGINIA 37 29 66 6 28 34
WY WYOMING 99 148 247 10 43 53
TOTAL 23,938 20,317 44,255 2,925 7,331 10,256
Upgrades are when a new or renewed athlete upgrades from Flex to Premium in the same
registration period (September – December of the following year).
NEWS/RENEWS – 2021 FLEX ATHLETE MEMBERSHIP NEWS/RENEWS – 2021 FLEX ATHLETE MEMBERSHIP
All Flex athletes join USA Swimming through their Local Swimming Committee (LSC), one of 59 local organizations responsible
for administering USA Swimming activities in a defined geographical area. Within each LSC, a designated Registration/
Membership Chair is responsible for providing athlete registration information and applications to all interested individuals.
Flex athlete membership is for a calendar year period (January - December). New athlete memberships processed on or after
September 1 are valid through December 31 of the following year. Flex membership is option for all LSCs and clubs; they are
not required to offer it.
Flex athlete membership provides liability and secondary accident medical insurance coverage.
Flex Athlete Membership
FLEX ATHLETE MEMBERSHIP
MIKE LEWIS / USA SWIMMING
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NEWS/RENEWS BY AGE GROUPS – 2021 FLEX ATHLETE MEMBERSHIP
2021 FLEX ATHLETE MEMBERS WHO WERE PREMIUM, OUTREACH OR SEASONAL IN 2019
New membership is defined as someone who has not been registered since 1994. Renewed membership is defined as
someone who prior to registering for 2021 had been registered as any membership type in any year since 1994. Ages are
calculated as of December 31, 2021. The average age of a flex athlete is 11.7.
AGE NEWFEMALE RENEWFEMALE TOTALFEMALE % OF TOTAL ATHLETES NEWMALE RENEWMALE TOTALMALE % OF TOTAL ATHLETES GRAND TOTAL % OF TOTAL ATHLETES
8 & UNDER 3,666 704 4,370 9.9%3,175 583 3,758 8.5%8,128 18.4%
9 1,783 756 2,539 5.7%1,516 691 2,207 5.0%4,746 10.7%
10 1,752 1,050 2,802 6.3%1,400 845 2,245 5.1%5,047 11.4%
11 1,540 1,187 2,727 6.2%1,371 1,011 2,382 5.4%5,109 11.5%
12 1,258 1,370 2,628 5.9%1,105 1,226 2,331 5.3%4,959 11.2%
13 875 1,267 2,142 4.8%897 1,136 2,033 4.6%4,175 9.4%
14 680 1,231 1,911 4.3%662 1,003 1,665 3.8%3,576 8.1%
15 442 1,020 1,462 3.3%429 891 1,320 3.0%2,782 6.3%
16 329 933 1,262 2.9%308 681 989 2.2%2,251 5.1%
17 214 715 929 2.1%223 645 868 2.0%1,797 4.1%
18 100 524 624 1.4%137 447 584 1.3%1,208 2.7%
19 & OVER 29 220 249 0.6%47 181 228 0.5%477 1.1%
TOTAL 12,668 10,977 23,645 53.4%11,270 9,340 20,610 46.6%44,255
LSC CODE LSC NAME FLEX OUTREACH PREMIUM SEASONAL TOTAL
AD ADIRONDACK 9 70 79
AK ALASKA 88 5 101 194
AM ALLEGHENY MOUNTAIN 86 178 3 267
AR ARKANSAS 23 27 2 52
AZ ARIZONA 100 8 150 5 263
BD BORDER 25 89 114
CA SOUTHERN CALIFORNIA 476 46 762 1,284
CC CENTRAL CALIFORNIA 42 41 83
CO COLORADO 105 1 245 351
FG FLORIDA GOLD COAST 16 80 96
FL FLORIDA 25 19 44
GA GEORGIA 209 1 347 34 591
GU GULF 90 1 129 4 224
HI HAWAIIAN 255 4 297 9 565
IA IOWA 43 89 1 133
IE INLAND EMPIRE 55 45 11 111
IL ILLINOIS 40 56 96
IN INDIANA 45 10 213 268
KY KENTUCKY 198 22 357 1 578
LA LOUISIANA 32 2 64 98
LE LAKE ERIE 82 79 161
MA MIDDLE ATLANTIC 90 53 1 144
MD MARYLAND 162 1 326 489
ME MAINE 23 3 349 1 376
MR METROPOLITAN 9 63 13 85
MT MONTANA 25 25
MV MISSOURI VALLEY 87 73 1 161
MW MIDWESTERN 36 3 21 60
NC NORTH CAROLINA 254 1 328 1 584
ND NORTH DAKOTA 15 22 37
NE NEW ENGLAND 47 256 303
NI NIAGARA 164 7 543 714
OK OKLAHOMA 60 384 444
OR OREGON 64 112 176
OZ OZARK 1 1
PN PACIFIC NORTHWEST 45 1 214 3 263
PV POTOMAC VALLEY 2 2
SC SOUTH CAROLINA 140 5 409 554
SE SOUTHEASTERN 14 33 47
SI SAN DIEGO-IMPERIAL 4 5 896 51 956
SN SIERRA NEVADA 170 5 182 1 358
SR SNAKE RIVER 183 2 749 934
ST SOUTH TEXAS 115 197 312
UT UTAH 60 3 24 87
VA VIRGINIA 125 73 198
WT WEST TEXAS 55 3 58
WV WEST VIRGINIA 10 11 21
WY WYOMING 79 2 44 125
TOTAL 4,943 150 9,935 208 15,236
SOUTH TEXAS
WEST TEXAS
NORTH TEXAS
LOUISIANAGULF
BO
R
D
E
R
MISSISSIPPI
GEORGIA
FLORIDA
KENTUCKY
SOUTHCAROLINA
NORTH CAROLINA
FLORIDAGOLDCOAST
SOU
T
H
E
A
S
T
E
R
N
WESTVIRGINIA VIRGINIA MARYLAND
POTOMAC VALLEY
MIDDLEATLANTIC
ALL
E
G
H
E
N
Y
MO
U
NTAIN
NIAGARA
A
D
I
R
O
N
D
A
C
K
NEWENGLAND
MAINE
NEW JERSEY
METROPOLITAN
CONNECTICUT
ALASKA
HAWAIIAN
LAKE ERIE
INDIANA
MICHIGAN
WISCONSIN
ILLINOIS
MINNESOTA
NORTH DAKOTA
IOWA
SOUTH DAKOTA
MIDWESTERN
MISSOURI VALLEY
OZARK
ARKANSAS
OKLAHOMA
MONTANA
WYOMING
COLORADO
NEW MEXICOARIZONA
UTAH
SOUTHERNCALIFORNIA
SAN DIEGO-IMPERIAL
CENTRAL CALIFORNIA
SIERRA NEVADA
P
A
C
I
F
I
C
SNAKE RIVER
OREGON
INLAND EMPIRE
PACIFIC NORTHWEST
OHIO
0-200
201-400
401-600
601-800
801-1,000
1,001-1,200
1,201-2,500
FLEX ATHLETE MEMBERSHIP FLEX ATHLETE MEMBERSHIP
2021 FLEX MEMBERSHIP BY LSC
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2021 FLEX ATHLETE MEMBERS WITH A DISABILITY
Athletes are asked, but not mandated, to provide disability information on the registration form.
2021 FLEX ATHLETE MEMBERS WITH A DISABILITY
Athletes are asked, but not mandated, to provide disability information on the registration form.
LSC CODE
BLIND OR VISUALLY IMPAIRED DEAF ORHARD OF HEARING PHYSICAL DISABILITY COGNITIVE DISABILITY NO. OF ATHLETESLSC NAME FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE
AD ADIRONDACK 0 0 0 0 0 0 0 2 2
AK ALASKA 2 1 1 0 0 0 1 5 10
AM ALLEGHENY MOUNTAIN 1 2 1 0 0 1 1 4 10
AR ARKANSAS 1 0 2 1 0 0 1 1 6
AZ ARIZONA 1 1 2 1 2 3 1 5 14
BD BORDER 0 1 0 0 0 0 2 2 5
CA SOUTHERN CALIFORNIA 6 7 2 5 7 3 9 21 53
CC CENTRAL CALIFORNIA 1 0 0 0 0 0 0 2 3
CO COLORADO 4 1 6 2 4 0 4 7 25
CT CONNECTICUT 0 0 0 1 0 0 0 0 1
FG FLORIDA GOLD COAST 0 0 0 0 0 1 0 1 2
FL FLORIDA 3 1 4 0 4 1 4 14 29
GA GEORGIA 1 1 0 0 1 0 2 2 7
GU GULF 5 3 3 3 4 0 14 16 47
HI HAWAIIAN 1 0 0 0 1 1 5 1 9
IA IOWA 0 0 1 0 2 0 3 1 6
IE INLAND EMPIRE 0 0 0 0 0 0 1 1 2
IL ILLINOIS 0 1 0 0 0 0 0 2 3
IN INDIANA 5 6 3 3 4 1 4 9 32
KY KENTUCKY 1 0 0 0 0 1 1 1 4
LA LOUISIANA 1 1 0 0 0 1 1 4 7
LE LAKE ERIE 1 0 2 1 1 0 1 7 13
MA MIDDLE ATLANTIC 1 4 0 1 2 0 2 5 14
MD MARYLAND 0 2 0 0 3 3 1 6 15
ME MAINE 1 0 1 0 0 0 0 1 3
MI MICHIGAN 0 0 0 0 0 0 0 0 0
MN MINNESOTA 0 1 2 0 0 0 1 3 7
MR METROPOLITAN 1 1 1 0 1 0 2 0 6
MS MISSISSIPPI 0 0 0 0 0 0 0 0 0
MT MONTANA 0 2 0 0 1 0 0 2 4
LSC CODE
BLIND OR VISUALLY IMPAIRED DEAF ORHARD OF HEARING PHYSICAL DISABILITY COGNITIVE DISABILITY NO. OF ATHLETESLSC NAME FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE
MV MISSOURI VALLEY 0 2 0 1 1 0 0 3 7
MW MIDWESTERN 0 0 0 0 1 1 0 2 3
NC NORTH CAROLINA 1 2 3 1 2 0 1 3 13
ND NORTH DAKOTA 0 0 2 0 0 0 0 0 2
NE NEW ENGLAND 1 2 0 1 0 1 2 5 12
NI NIAGARA 4 2 3 2 2 3 5 7 28
NJ NEW JERSEY 1 0 0 0 0 0 1 1 3
NM NEW MEXICO 0 0 1 1 0 0 0 2 4
NT NORTH TEXAS 0 0 0 0 0 0 0 0 0
OH OHIO 1 2 1 2 1 0 3 1 11
OK OKLAHOMA 0 0 0 0 0 0 0 0 0
OR OREGON 0 1 2 1 4 3 4 2 17
OZ OZARK 0 0 0 0 0 0 0 0 0
PC PACIFIC 2 2 0 2 1 3 6 13 29
PN PACIFIC NORTHWEST 1 0 1 1 0 0 1 2 6
PV POTOMAC VALLEY 0 1 1 4 2 0 1 2 11
SC SOUTH CAROLINA 0 0 0 2 0 0 1 1 4
SD SOUTH DAKOTA 0 0 0 0 0 0 0 0 0
SE SOUTHEASTERN 2 1 1 1 5 3 2 7 21
SI SAN DIEGO-IMPERIAL 2 1 4 0 3 1 2 7 20
SN SIERRA NEVADA 5 0 4 4 2 2 3 7 25
SR SNAKE RIVER 1 0 3 1 1 1 0 3 10
ST SOUTH TEXAS 6 3 2 0 2 3 3 10 27
UT UTAH 0 0 0 0 0 0 1 1 2
VA VIRGINIA 6 2 1 0 0 1 4 3 16
WI WISCONSIN 0 0 0 0 0 0 0 0 0
WT WEST TEXAS 0 0 0 1 0 0 1 0 2
WV WEST VIRGINIA 0 0 0 0 0 0 0 0 0
WY WYOMING 0 0 0 0 1 0 2 1 4
TOTAL 70 57 60 43 65 38 104 208 616
FLEX ATHLETE MEMBERSHIP FLEX ATHLETE MEMBERSHIP
43
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2021 FLEX ATHLETE MEMBERSHIP — ETHNICITY
Athletes are asked, but not mandated, to provide ethnicity information on the registration form.
2021 FLEX ATHLETE MEMBERSHIP — ETHNICITY
Athletes are asked, but not mandated, to provide ethnicity information on the registration form.
LSC CODE
AFRICAN AMERICAN OR BLACK
AMER. IND. ANDALASKA NATIVE ASIAN HISPANIC OR LATINO NATIVE HAW. ANDOTHER PAC. ISL.WHITE OTHER MIXED NO RESPONSE
LSC NAME FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE
AD ADIRONDACK 0 0 0 0 4 1 0 1 0 0 54 31 0 0 2 0 47 22
AK ALASKA 0 0 10 6 5 0 1 0 1 1 98 73 2 0 24 25 163 145
AM ALLEGHENY MOUNTAIN 2 1 0 0 8 21 3 0 0 0 184 145 3 3 14 9 87 75
AR ARKANSAS 2 6 0 0 7 2 1 1 0 0 82 57 0 2 4 5 17 8
AZ ARIZONA 2 5 3 1 12 19 34 37 0 1 272 216 5 9 52 33 279 231
BD BORDER 1 3 0 1 4 7 97 94 0 0 40 30 0 1 27 30 268 221
CA SOUTHERN CALIFORNIA 27 17 1 1 137 212 192 170 7 8 563 495 23 15 243 201 885 895
CC CENTRAL CALIFORNIA 0 0 1 0 4 8 10 12 0 0 65 67 3 5 22 12 53 56
CO COLORADO 5 3 0 1 8 8 18 9 1 0 344 226 7 2 50 51 199 171
CT CONNECTICUT 3 3 0 0 5 8 1 5 0 0 51 28 3 1 3 6 89 76
FG FLORIDA GOLD COAST 5 7 0 0 2 3 20 32 0 0 46 46 1 1 9 12 163 195
FL FLORIDA 23 21 1 0 52 60 56 59 0 3 640 497 12 17 100 91 643 620
GA GEORGIA 31 24 0 0 2 7 7 8 2 1 169 105 2 2 14 18 204 150
GU GULF 43 29 0 1 75 107 93 71 3 1 409 371 8 13 94 79 372 341
HI HAWAIIAN 0 0 1 0 30 33 2 1 7 4 31 23 0 0 28 27 146 114
IA IOWA 1 0 0 0 5 8 3 3 0 0 173 123 1 1 8 8 215 166
IE INLAND EMPIRE 0 1 1 0 8 8 2 2 0 0 80 55 1 0 11 6 50 47
IL ILLINOIS 5 4 0 2 11 16 10 2 0 0 128 81 1 3 24 18 89 75
IN INDIANA 3 4 1 0 26 19 32 29 0 0 588 481 4 3 47 27 221 186
KY KENTUCKY 1 0 0 0 3 5 5 1 0 0 71 58 2 4 5 5 37 40
LA LOUISIANA 11 11 0 0 8 11 14 5 0 0 115 135 1 1 16 11 172 160
LE LAKE ERIE 1 1 0 0 7 8 5 3 0 0 137 99 0 0 7 3 51 63
MA MIDDLE ATLANTIC 3 4 0 0 25 24 13 9 1 0 258 259 6 4 27 26 142 121
MD MARYLAND 30 31 0 0 24 22 0 6 0 0 197 170 2 0 28 16 61 48
ME MAINE 0 0 0 0 1 1 0 0 0 0 93 46 0 0 2 0 6 2
MI MICHIGAN 3 4 0 0 4 0 2 0 0 0 24 23 0 0 5 1 9 11
MN MINNESOTA 3 2 0 0 5 6 3 3 0 0 178 99 11 4 9 8 146 101
MR METROPOLI-9 6 0 0 31 34 25 29 0 0 120 101 4 2 23 23 120 122
MS MISSISSIPPI 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0
MT MONTANA 0 1 1 0 0 1 2 2 0 0 82 56 0 3 4 6 45 31
MV MISSOURI 3 0 0 0 7 13 1 4 0 0 142 92 2 1 13 5 109 87
MW MIDWESTERN 1 1 0 0 2 5 0 0 0 0 39 33 0 0 0 2 59 42
LSC CODE
AFRICAN AMERICAN OR BLACK
AMER. IND. ANDALASKA NATIVE ASIAN HISPANIC OR LATINO NATIVE HAW. ANDOTHER PAC. ISL.WHITE OTHER MIXED NO RESPONSE
LSC NAME FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE
NC NORTHCAROLINA 10 10 3 0 11 9 19 17 1 0 390 314 5 4 46 28 380 334
ND NORTHDAKOTA 0 0 0 0 0 0 0 0 0 0 64 46 1 1 3 0 21 12
NE NEW ENGLAND 2 0 1 0 18 28 4 4 0 0 189 136 9 7 17 17 95 90
NI NIAGARA 20 14 1 0 24 44 10 5 0 0 449 322 5 12 34 28 177 148
NJ NEW JERSEY 1 1 0 0 25 47 3 4 0 0 134 91 0 6 17 17 86 100
NM NEW JERSEY 0 2 4 0 46 36 20 25 0 1 74 78 0 4 33 32 90 78
NT NORTH TEXAS 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0
OH OHIO 3 3 0 1 10 9 5 5 0 0 186 177 0 0 19 16 159 128
OK OKLAHOMA 0 0 1 0 0 1 1 0 0 0 4 8 0 0 3 1 5 4
OR OREGON 2 1 2 2 27 41 34 17 0 2 367 247 2 5 74 46 218 151
OZ OZARK 1 1 0 0 2 1 0 0 0 0 25 29 0 0 3 0 31 17
PC PACIFIC 7 6 2 3 132 200 32 36 3 2 349 307 14 9 115 79 536 468
PN PACIFIC NORTHWEST 3 0 0 0 38 49 4 4 1 0 147 133 2 4 32 18 150 138
PV POTOMAC VALLEY 56 31 0 1 54 68 27 19 0 0 361 302 14 8 74 67 265 259
SC SOUTH
CAROLINA 2 6 1 1 1 2 0 3 0 0 44 34 0 2 0 4 58 44
SD SOUTHDAKOTA 0 0 0 0 0 0 0 0 0 0 1 3 0 0 0 0 3 1
SE SOUTHEASTERN 18 13 1 0 35 31 10 6 0 0 310 260 4 3 28 20 274 273
SI SAN DIEGO-
IMPERIAL 1 3 1 2 23 28 24 34 0 1 245 194 6 6 87 66 372 357
SN SIERRA NEVADA 6 5 1 3 51 48 24 24 2 6 297 234 4 7 104 89 661 598
SR SNAKE RIVER 0 0 1 0 1 2 5 3 0 0 150 108 4 1 10 9 45 47
ST SOUTH TEXAS 5 6 0 1 25 34 97 102 0 2 158 196 1 2 52 62 158 152
UT UTAH 1 0 0 0 1 3 3 4 1 0 181 130 0 0 8 8 50 69
VA VIRGINIA 21 19 0 0 21 14 16 18 0 0 292 213 3 4 29 40 91 76
WT WEST TEXAS 0 0 0 0 0 0 0 0 0 0 0 3 0 0 0 0 1 0
WV WESTVIRGINIA 0 0 0 0 1 1 1 3 0 0 20 16 0 0 7 5 110 112
WI WISCONSIN 0 0 0 0 1 1 0 0 0 0 7 6 0 0 0 0 20 30
WY WYOMING 0 2 0 0 1 1 3 2 1 0 85 80 0 0 4 3 33 31
TOTAL 378 312 39 27 1,070 1,376 994 933 31 33 7,989 178 182 9,236 8,339
% OF TOTAL FLEX ATHLETES (44,255).9%.7%.1%.1%2.4%3.1%2.2%2.1%.1%.1%22.6%18.1%.4%.4%3.9%3.2%20.9%18.8%
NOTE: 39.7% of athletes did not respond to the ethnicity question on their registration form.
Response to this question is not mandatory.
FLEX ATHLETE MEMBERSHIP FLEX ATHLETE MEMBERSHIP
44
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26 | USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT | 27
USA SWIMMING 2019 MEMBERSHIP DEMOGRAPHICS REPORT
Number of
LSCs with
one seasonal
membership
type only:* 30
Number of
LSCs with two or
three seasonal
membership
types:** 16
Number of LSCs
with no seasonal
memberships: 13
* Season 1, Season 2 or Individual Season
** Season 1, Season 2 and/or
Individual Season
SEASON 1 AND SEASON 2: At the option
of the Local Swimming Committee (LSC),
seasonal athlete membership may be offered
for one or two periods of not more than 150
days per period. The beginning and ending
dates of each seasonal period is determined
by the LSC.
INDIVIDUAL SEASON: The LSC may
also offer a seasonal membership for an
unspecified but continuous period of not
more than 150 days commencing on the date
of registration.
An athlete can only register as a seasonal
athlete for one period (Season 1, Season 2
or Individual Season) within a registration
year. If they would like to extend their
membership beyond the seasonal
membership, they are required to change to
Premium and pay the difference.
The seasonal membership program offers
a competitive swimming program to those
athletes who swim for only part of the
year. They may compete in USA Swimming
competitions below the Zone Championship
level.
All seasonal athletes join USA Swimming
through their LSC, one of 59 local
organizations responsible for administering
USA Swimming activities in a defined
geographical area. Within each LSC, a
designated Registration/Membership Chair is
responsible for providing athlete information
and applications to all interested individuals.
Seasonal athlete membership provides
liability and secondary accident medical
insurance coverage for the designated
period of the membership.
Seasonal Athlete
Membership
MIKE LEWIS / USA SWIMMING
45
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28 | USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT | 29
SEASON 1 ATHLETE MEMBERSHIP 2020 VS. 2021
LSC CODE LSC NAME 2020 2021 INC./DEC.
AD ADIRONDACK 6 201 195
AM ALLEGHENY MOUNTAIN 50 81 31
AR ARKANSAS 14 15 1
AZ ARIZONA 27 0 -27
CA SOUTHERN CALIFORNIA 116 1,145 1,029
CC CENTRAL CALIFORNIA 0 16 16
CO COLORADO 354 883 529
CT CONNECTICUT 18 185 167
FL FLORIDA 195 1,034 839
GA GEORGIA 129 106 -23
HI HAWAIIAN 0 32 32
IA IOWA 0 312 312
IN INDIANA 66 882 816
KY KENTUCKY 0 14 14
LA LOUISIANA 6 11 5
ME MAINE 100 23 -77
MN MINNESOTA 290 717 427
MW MIDWESTERN 0 118 118
MS MISSISSIPPI 9 121 112
ND NORTH DAKOTA 84 71 -13
NI NIAGARA 14 20 6
NM NEW MEXICO 0 33 33
NT NORTH TEXAS 23 202 179
OH OHIO 0 35 35
OR OREGON 0 264 264
PC PACIFIC 95 496 401
PN PACIFIC NORTHWEST 1 0 -1
PV POTOMAC VALLEY 15 0 -15
SC SOUTH CAROLINA 2 15 13
SD SOUTH DAKOTA 0 3 3
SE SOUTHEASTERN 237 45 -192
SI SAN DIEGO-IMPERIAL 0 21 21
SR SNAKE RIVER 6 18 12
ST SOUTH TEXAS 0 81 81
UT UTAH 21 24 3
VA VIRGINIA 0 51 51
WT WEST TEXAS 0 28 28
WI WISCONSIN 82 1 -81
WV WEST VIRGINIA 0 5 5
WY WYOMING 7 104 97
TOTAL 1,967 7,413 5,446
SEASON 2 ATHLETE MEMBERSHIP 2020 VS. 2021
LSC CODE LSC NAME 2019 2020 INC./DEC.
AZ ARIZONA 12 86 74
BD BORDER 0 17 17
CC CENTRAL CALIFORNIA 0 2 2
CO COLORADO 38 10 -28
GA GEORGIA 26 63 37
LA LOUISIANA 0 84 84
ME MAINE 3 63 60
MV MISSOURI VALLEY 1,245 2,214 969
ND NORTH DAKOTA 0 132 132
OH OHIO 91 0 -91
OK OKLAHOMA 0 1 1
OZ OZARK 3 0 -3
PC PACIFIC 1,205 11 -1,194
PN PACIFIC NORTHWEST 15 240 225
SD SOUTH DAKOTA 69 127 58
SE SOUTHEASTERN 25 17 -8
SR SNAKE RIVER 1 0 -1
UT UTAH 84 141 57
WI WISCONSIN 0 320 320
TOTAL 2,817 3,528 711
INDIVIDUAL SEASON ATHLETE MEMBERSHIP 2020 VS. 2021
LSC CODE LSC NAME 2020 2021 INC./DEC.
AK ALASKA 11 12 1
CC CENTRAL CALIFORNIA 13 42 29
GU GULF 76 201 125
IA IOWA 189 275 86
IE INLAND EMPIRE 26 72 46
LE LAKE ERIE 34 151 117
MD MARYLAND 10 25 15
MI MICHIGAN 233 817 584
MT MONTANA 16 39 23
NM NEW MEXICO 0 6 6
NC NORTH CAROLINA 100 60 -40
OH OHIO 131 251 120
OZ OZARK 0 65 65
PC PACIFIC 9 0 -9
PV POTOMAC VALLEY 0 44 44
SD SOUTH DAKOTA 48 233 185
SE SOUTHEASTERN 57 44 -13
SN SIERRA NEVADA 297 484 187
SR SNAKE RIVER 1 1 0
VA VIRGINIA 7 0 -7
TOTAL 1,258 2,822 1,564
SEASONAL ATHLETE MEMBERSHIP SEASONAL ATHLETE MEMBERSHIP
2021 COMBINED SEASONAL ATHLETE MEMBERSHIP BY ZONE:
CENTRAL6,740 EASTERN693
WESTERN4,197 SOUTHERN2,133
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New membership is defined as someone who has not been registered since 1994. Renewed membership is defined as
someone who prior to registering for 2021 had been registered as any membership type in any year since 1994. Ages are
calculated as of December 31, 2021.
AGE NEW FEMALE RENEW FEMALE TOTAL FEMALE NEW MALE RENEW MALE TOTAL MALE GRAND TOTAL
8 & UNDER 259 103 362 251 85 336 698
9 112 88 200 77 78 155 355
10 99 124 223 80 87 167 390
11 89 139 228 82 86 168 396
12 57 145 202 81 88 169 371
13 61 125 186 53 83 136 322
14 39 102 141 27 93 120 261
15 16 85 101 24 64 88 189
16 23 72 95 16 60 76 171
17 12 78 90 12 63 75 165
18 8 46 54 11 38 49 103
19 & OVER 3 54 57 2 48 50 107
TOTAL 778 1,161 1,939 716 873 1,589 3,528
NEWS/RENEWS BY AGE GROUPS –
2021 SEASON 1 ATHLETE MEMBERSHIP
NEWS/RENEWS BY AGE GROUPS –
2021 SEASON 2 ATHLETE MEMBERSHIP
New membership is defined as someone who has not been registered since 1994. Renewed membership is defined
as someone who prior to registering for 2020 had been registered as any membership type in any year since 1994.
Ages are calculated as of December 31, 2021.
AGE NEW FEMALE RENEW FEMALE TOTAL FEMALE NEW MALE RENEW MALE TOTAL MALE GRAND TOTAL
8 & UNDER 591 118 709 458 81 539 1,248
9 265 119 384 216 111 327 711
10 285 157 442 199 150 349 791
11 254 211 465 211 152 363 828
12 207 262 469 183 181 364 833
13 147 241 388 122 170 292 680
14 90 236 326 96 150 246 572
15 70 199 269 77 157 234 503
16 52 151 203 49 112 161 364
17 30 148 178 37 101 138 316
18 8 86 94 17 57 74 168
19 & OVER 18 203 221 16 162 178 399
TOTAL 2,017 2,131 4,148 1,681 1,584 3,265 7,413
2020 VS. 2021 SEASON 1 ATHLETE MEMBERSHIP 2020 VS. 2021 SEASON 2 ATHLETE MEMBERSHIP
AGE 2019 FEMALE 2020 FEMALE INC./DEC.2019 MALE 2020 MALE INC./DEC 2019
TOTAL F/M
2020
TOTAL F/M INC./DEC.
8 & UNDER 69 709 640 43 539 496 112 1,248 1,136
9 74 384 310 32 327 295 106 711 605
10 89 442 353 67 349 282 156 791 635
11 113 465 352 65 363 298 178 828 650
12 102 469 367 89 364 275 191 833 642
13 104 388 284 76 292 216 180 680 500
14 108 326 218 79 246 167 187 572 385
15 83 269 186 76 234 158 159 503 344
16 63 203 140 49 161 112 112 364 252
17 82 178 96 56 138 82 138 316 178
18 74 94 20 43 74 31 117 168 51
19 & OVER 206 221 15 128 178 50 334 399 65
TOTAL 1,167 4,148 2,981 803 3,265 2,462 1,970 7,413 5,443
AGE 2019 FEMALE 2020 FEMALE INC./DEC.2019 MALE 2020 MALE INC./DEC 2019
TOTAL F/M
2020
TOTAL F/M INC./DEC.
8 & UNDER 132 362 230 116 336 220 248 698 450
9 143 200 57 109 155 46 252 355 103
10 184 223 39 139 167 28 323 390 67
11 171 228 57 161 168 7 332 396 64
12 170 202 32 143 169 26 313 371 58
13 188 186 -2 120 136 16 308 322 14
14 143 141 -2 134 120 -14 277 261 -16
15 119 101 -18 92 88 -4 211 189 -22
16 90 95 5 77 76 -1 167 171 4
17 83 90 7 66 75 9 149 165 16
18 60 54 -6 47 49 2 107 103 -4
19 & OVER 61 57 -4 69 50 -19 130 107 -23
TOTAL 1,544 1,939 395 1,273 1,589 316 2,817 3,528 711
SEASONAL ATHLETE MEMBERSHIP SEASONAL ATHLETE MEMBERSHIP
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New membership is defined as someone who has not been registered since 1994. Renewed membership is defined as
someone who prior to registering for 2021 had been registered as any membership type in any year since 1994. Ages
are calculated as of December 31, 2021.
AGE NEW FEMALE RENEW FEMALE TOTAL FEMALE NEW MALE RENEW MALE TOTAL MALE GRAND TOTAL
8 & UNDER 153 22 175 122 23 145 320
9 94 33 127 68 31 99 226
10 83 68 151 60 43 103 254
11 84 73 157 55 61 116 273
12 69 96 165 54 60 114 279
13 67 107 174 28 72 100 274
14 45 100 145 39 77 116 261
15 32 95 127 33 68 101 228
16 25 82 107 42 69 111 218
17 9 72 81 12 58 70 151
18 6 55 61 12 39 51 112
19 & OVER 10 110 120 14 92 106 226
TOTAL 677 913 1,590 539 693 1,232 2,822
2020 VS. 2021 INDIVIDUAL SEASON ATHLETE MEMBERSHIP
AGE 2019 FEMALE 2020 FEMALE INC./DEC.2019 MALE 2020 MALE INC./DEC 2019
TOTAL F/M
2020
TOTAL F/M INC./DEC.
8 & UNDER 21 175 154 25 145 120 46 320 274
9 32 127 95 24 99 75 56 226 170
10 58 151 93 40 103 63 98 254 156
11 63 157 94 52 116 64 115 273 158
12 63 165 102 57 114 57 120 279 159
13 75 174 99 38 100 62 113 274 161
14 59 145 86 44 116 72 103 261 158
15 54 127 73 42 101 59 96 228 132
16 66 107 41 32 111 79 98 218 120
17 46 81 35 37 70 33 83 151 68
18 53 61 8 45 51 6 98 112 14
19 & OVER 136 120 -16 96 106 10 232 226 -6
TOTAL 726 1,590 864 532 1,232 700 1,258 2,822 1,564
NEWS/RENEWS BY AGE GROUPS
2021 COMBINED SEASONAL ATHLETE MEMBERSHIP
(includes Season 1, Season 2 and Individual Season)
New membership is defined as someone who has not been registered since 1994. Renewed membership is defined as
someone who prior to registering for 2021 had been registered as any membership type in any year since 1994. Ages are
calculated as of December 31, 2021. The average age of a seasonal athlete is 12.
AGE NEWFEMALE RENEWFEMALE TOTALFEMALE % OF TOTAL ATHLETES NEWMALE RENEWMALE TOTALMALE % OF TOTAL ATHLETES GRAND TOTAL % OF TOTAL ATHLETES
8 & UNDER 1,003 243 1,246 9.1%831 189 1,020 7.4%2,266 16.5%
9 471 240 711 5.2%361 220 581 4.2%1,292 9.4%
10 467 349 816 5.9%339 280 619 4.5%1,435 10.4%
11 427 423 850 6.2%348 299 647 4.7%1,497 10.9%
12 333 503 836 6.1%318 329 647 4.7%1,483 10.8%
13 275 473 748 5.4%203 325 528 3.8%1,276 9.3%
14 174 438 612 4.4%162 320 482 3.5%1,094 7.9%
15 118 379 497 3.6%134 289 423 3.1%920 6.7%
16 100 305 405 2.9%107 241 348 2.5%753 5.5%
17 51 298 349 2.5%61 222 283 2.1%632 4.6%
18 22 187 209 1.5%40 134 174 1.3%383 2.8%
19 & OVER 31 367 398 2.9%32 302 334 2.4%732 5.3%
TOTAL 3,472 4,205 7,677 55.8%2,936 3,150 6,086 44.2%13,763
2020 VS. 2021 COMBINED SEASONAL ATHLETE MEMBERSHIP
(includes Season 1, Season 2 and Individual Season)
AGE 2019 FEMALE 2020 FEMALE INC./DEC.2019 MALE 2020 MALE INC. /DEC 2019
TOTAL F/M
2020
TOTAL F/M INC./DEC.
8 & UNDER 222 1,246 1,024 184 1,020 836 406 2,266 1,860
9 249 711 462 165 581 416 414 1,292 878
10 331 816 485 246 619 373 577 1,435 858
11 347 850 503 278 647 369 625 1,497 872
12 335 836 501 289 647 358 624 1,483 859
13 367 748 381 234 528 294 601 1,276 675
14 310 612 302 257 482 225 567 1,094 527
15 256 497 241 210 423 213 466 920 454
16 219 405 186 158 348 190 377 753 376
17 211 349 138 159 283 124 370 632 262
18 187 209 22 135 174 39 322 383 61
19 & OVER 403 398 -5 293 334 41 696 732 36
TOTAL 3,437 7,677 4,240 2,608 6,086 3,478 6,045 13,763 7,718
NEWS/RENEWS BY AGE GROUPS
2021 INDIVIDUAL SEASON ATHLETE MEMBERSHIP
SEASONAL ATHLETE MEMBERSHIP SEASONAL ATHLETE MEMBERSHIP
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2021 SEASONAL ATHLETE MEMBERS WITH A DISABILITY
(includes Season 1, Season 2 and Individual Season)
Athletes are asked, but not mandated, to provide disability information on the registration form.
2021 SEASONAL ATHLETE MEMBERS WITH A DISABILITY
(includes Season 1, Season 2 and Individual Season)
Athletes are asked, but not mandated, to provide disability information on the registration form.
BLIND OR VISUALLY IMPAIRED DEAF ORHARD OF HEARING PHYSICAL DISABILITY COGNITIVE DISABILITY
NO. OF ATHLETESLSC CODE LSC NAME FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE
AD ADIRONDACK 0 0 0 0 1 0 0 0 1
AK ALASKA 0 0 0 0 0 0 1 1 2
AM ALLEGHENY MOUNTAIN 0 0 0 0 0 0 0 0 0
AR ARKANSAS 0 0 0 0 0 0 0 0 0
AZ ARIZONA 0 0 0 0 0 0 0 0 0
BD BORDER 0 0 0 0 0 0 0 0 0
CA SOUTHERN CALIFORNIA 0 3 0 1 2 1 2 3 11
CC CENTRAL CALIFORNIA 2 2 0 0 0 0 0 1 5
CO COLORADO 0 1 2 0 5 0 3 3 12
CT CONNECTICUT 0 2 0 0 0 1 0 0 3
FG FLORIDA GOLD COAST 0 0 0 0 0 0 0 0 0
FL FLORIDA 3 2 1 1 1 1 0 6 15
GA GEORGIA 0 1 0 0 1 0 1 2 5
GU GULF 1 2 0 0 0 0 1 0 4
HI HAWAIIAN 0 0 0 0 0 0 0 0 0
IA IOWA 0 1 2 3 2 3 1 1 12
IE INLAND EMPIRE 0 0 0 0 0 0 0 0 0
IL ILLINOIS 0 0 0 0 0 0 0 0 0
IN INDIANA 1 4 2 0 2 0 2 6 17
KY KENTUCKY 0 0 0 0 0 0 0 0 0
LA LOUISIANA 0 0 0 1 0 0 1 1 2
LE LAKE ERIE 0 0 0 1 0 0 1 0 2
MA MIDDLE ATLANTIC 0 0 0 0 0 0 0 0 0
MD MARYLAND 0 0 0 0 0 0 0 0 0
ME MAINE 0 0 0 1 0 0 0 0 1
MI MICHIGAN 1 0 1 3 2 0 1 5 13
MN MINNESOTA 0 0 2 2 1 0 2 6 13
MR METROPOLITAN 0 0 0 0 0 0 0 0 0
MS MISSISSIPPI 0 0 0 0 0 0 0 0 0
MT MONTANA 0 0 0 0 0 0 0 0 0
BLIND OR VISUALLY IMPAIRED DEAF ORHARD OF HEARING PHYSICAL DISABILITY COGNITIVE DISABILITY
NO. OF ATHLETESLSC CODE LSC NAME FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE
MV MISSOURI VALLEY 1 2 2 0 3 0 1 2 10
MW MIDWESTERN 0 0 0 0 0 0 1 0 1
NC NORTH CAROLINA 0 0 0 0 0 0 0 1 1
ND NORTH DAKOTA 0 1 0 0 1 1 0 1 4
NE NEW ENGLAND 0 0 0 0 0 0 0 0 0
NI NIAGARA 0 0 0 0 0 0 0 0 0
NJ NEW JERSEY 0 0 0 0 0 0 0 0 0
NM NEW MEXICO 1 0 0 0 1 0 0 0 2
NT NORTH TEXAS 0 0 0 0 1 0 0 1 2
OH OHIO 1 0 0 0 2 1 1 1 5
OK OKLAHOMA 0 0 0 0 0 0 0 0 0
OR OREGON 0 0 0 0 0 0 0 0 0
OZ OZARK 0 0 0 0 0 0 0 0 0
PC PACIFIC 0 0 1 0 0 0 0 1 2
PN PACIFIC NORTHWEST 1 0 1 0 0 1 0 0 3
PV POTOMAC VALLEY 0 0 0 1 0 0 0 0 1
SC SOUTH CAROLINA 0 0 0 0 0 0 0 0 0
SD SOUTH DAKOTA 0 0 1 1 0 1 0 0 3
SE SOUTHEASTERN 0 0 0 0 0 0 0 1 1
SI SAN DIEGO-IMPERIAL 0 0 0 0 0 0 0 0 0
SN SIERRA NEVADA 1 5 1 2 3 1 1 4 18
SR SNAKE RIVER 0 0 0 0 1 0 0 0 1
ST SOUTH TEXAS 0 1 0 0 0 0 0 0 1
UT UTAH 0 0 0 0 0 0 0 1 1
VA VIRGINIA 0 0 0 0 0 1 0 0 1
WI WISCONSIN 0 0 0 0 1 1 3 1 6
WT WEST TEXAS 0 0 0 1 0 0 0 1 2
WV WEST VIRGINIA 0 0 0 0 0 0 0 0 0
WY WYOMING 0 1 1 0 0 0 0 0 2
TOTAL 13 28 17 18 30 13 23 50 185
SEASONAL ATHLETE MEMBERSHIP SEASONAL ATHLETE MEMBERSHIP
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2021 SEASONAL ATHLETE MEMBERSHIP – ETHNICITY
(includes Season 1, Season 2 and Individual Season)
Athletes are asked, but not mandated, to provide ethnicity information on the registration form.
2021 SEASONAL ATHLETE MEMBERSHIP – ETHNICITY
(includes Season 1, Season 2 and Individual Season)
Athletes are asked, but not mandated, to provide ethnicity information on the registration form.
LSC CODE
AFRICAN AMERICAN OR BLACK
AMER. IND. ANDALASKA NATIVE ASIAN HISPANIC OR LATINO NATIVE HAW. ANDOTHER PAC. ISL.WHITE OTHER MIXED NO RESPONSE
LSC NAME FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE
AD ADIRONDACK 2 0 0 0 7 6 0 0 0 0 44 23 0 0 9 1 56 53
AK ALASKA 1 1 0 1 0 1 0 0 0 0 2 2 0 0 0 0 3 1
AM ALLEGHENY
MOUNTAIN 0 0 0 0 2 1 0 0 0 0 19 16 0 0 0 0 24 19
AR ARKANSAS 0 0 0 0 1 1 3 0 0 0 4 2 1 0 2 0 1 0
AZ ARIZONA 3 2 0 0 0 2 1 2 0 0 15 20 0 1 9 6 13 12
BD BORDER 0 0 0 0 0 0 4 2 0 0 0 2 0 0 1 1 2 5
CA SOUTHERN CALI-
FORNIA 4 2 1 0 58 77 42 33 3 2 110 101 9 7 55 54 308 279
CC CENTRAL CALI-
FORNIA 5 1 0 0 0 1 3 3 0 0 19 6 1 0 2 0 15 4
CO COLORADO 1 1 1 1 6 6 9 8 0 0 244 175 3 0 21 17 249 151
CT CONNECTICUT 1 2 0 0 7 8 2 4 0 0 61 34 0 0 6 2 29 29
FL FLORIDA 6 5 0 0 7 8 16 12 0 0 307 229 3 3 23 26 223 166
GA GEORGIA 2 1 0 0 3 7 4 9 0 0 59 37 0 0 5 7 15 20
GU GULF 3 2 1 0 13 11 7 7 0 0 29 28 1 0 6 5 45 43
HI HAWAIIAN 0 0 0 0 1 1 1 2 0 0 9 3 0 0 1 1 10 3
IA IOWA 4 2 1 1 3 2 4 4 0 0 226 175 1 0 9 4 88 63
IE INLAND EMPIRE 0 0 0 0 0 0 0 1 0 0 35 17 0 0 3 4 4 8
IN INDIANA 16 15 0 0 12 16 16 17 0 0 293 231 7 4 29 24 115 87
KY KENTUCKY 0 0 0 0 1 1 1 1 0 0 3 3 0 0 0 0 2 2
LA LOUISIANA 0 0 0 0 0 0 0 0 0 0 4 5 0 0 0 0 39 47
LE LAKE ERIE 0 0 0 0 3 1 2 3 0 0 36 32 0 0 2 1 39 32
MD MARYLAND 0 0 0 0 0 0 0 1 0 1 10 6 0 1 2 1 1 2
ME MAINE 1 0 0 0 1 0 1 0 0 0 29 23 0 0 2 2 16 11
MI MICHIGAN 5 7 1 1 17 22 1 5 1 0 209 137 4 1 20 17 197 172
MN MINNESOTA 0 0 0 0 13 9 2 2 0 0 195 113 1 1 12 6 228 135
MS MISSISSIPPI 3 6 0 0 3 3 1 0 1 0 25 19 1 1 3 2 24 29
MT MONTANA 0 0 1 0 0 0 0 0 0 0 4 4 0 0 0 0 15 15
MV MISSOURI VALLEY 5 2 1 2 0 4 32 17 1 1 337 249 0 0 21 16 831 695
MW MIDWESTERN 0 0 0 0 0 0 0 1 0 0 39 20 0 0 0 0 38 20
NC NORTH CARO-0 0 0 0 0 0 0 2 0 0 16 6 0 0 0 2 17 17
ND NORTH DAKOTA 1 1 2 1 1 2 1 0 0 0 80 60 0 0 2 5 28 19
LSC CODE
AFRICAN AMERICAN OR BLACK
AMER. IND. ANDALASKA NATIVE ASIAN HISPANIC OR LATINO NATIVE HAW. ANDOTHER PAC. ISL.WHITE OTHER MIXED NO RESPONSE
LSC NAME FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE
NI NIAGARA 1 0 0 0 0 1 0 1 0 1 3 8 0 0 2 0 1 2
NM NEW MEXICO 2 1 0 0 0 3 4 3 1 0 10 10 0 0 0 2 2 1
NT NORTH TEXAS 4 3 0 1 18 33 2 9 0 0 40 29 0 2 10 4 21 26
OH OHIO 3 2 0 0 7 12 1 3 0 0 86 55 2 0 6 4 63 42
OK OKLAHOMA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0
OR OREGON 0 0 1 0 2 0 3 0 0 0 37 25 0 0 7 5 91 93
OZ OZARK 0 5 0 0 4 3 1 2 0 0 16 17 0 0 1 3 3 10
PC PACIFIC 2 2 0 2 23 17 32 24 0 1 84 65 12 6 28 23 92 94
PN PACIFIC NORTH-1 1 2 0 16 22 0 1 0 0 41 40 0 2 12 6 39 57
PV POTOMAC VAL-2 3 0 0 6 17 0 1 0 0 5 2 0 1 1 1 3 2
SC SOUTH CARO-
LINA 0 0 0 0 0 0 0 0 0 0 4 7 0 0 0 0 2 2
SD SOUTH DAKOTA 1 0 3 1 0 1 2 1 0 0 91 55 0 1 1 4 125 77
SE SOUTHEASTERN 2 0 0 0 1 0 0 1 0 0 44 21 0 0 0 0 19 18
SI SAN DIEGO-0 0 0 0 1 3 0 0 0 0 7 0 0 0 3 1 3 3
SN SIERRA NEVADA 2 3 3 0 4 9 7 7 1 1 68 70 1 3 23 17 160 105
SR SNAKE RIVER 0 0 0 0 0 1 0 0 0 0 8 8 0 0 1 0 0 1
ST SOUTH TEXAS 2 2 2 0 1 0 6 15 0 0 8 11 1 2 8 13 4 6
UT UTAH 0 0 0 0 1 3 1 1 0 1 65 46 0 0 1 1 28 17
VA VIRGINIA 2 1 0 0 1 1 0 1 0 0 15 7 0 0 1 3 10 9
WI WISCONSIN 1 0 0 1 4 5 4 2 0 0 140 94 1 0 5 2 33 29
WT WEST TEXAS 0 0 0 0 3 0 3 4 0 0 8 8 0 0 1 0 1 0
WV WEST VIRGINIA 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 3
WY WYOMING 0 0 0 1 0 0 1 0 0 0 39 26 0 1 2 1 24 9
TOTAL 88 73 20 13 251 321 220 212 8 8 3,283 2,383 49 37 358 294 3,400 2,745
% OF TOTAL SEASONAL ATHLETES (13,763).6%.5%.1%.1%1.8%2.3%1.6%1.5%.1%.1%23.9%17.3%.4%.3%2.6%2.1%24.7%19.9%
SEASONAL ATHLETE MEMBERSHIP SEASONAL ATHLETE MEMBERSHIP
NOTE: 44.6% of athletes did not respond to the ethnicity question on their registration form.
Response to this question is not mandatory.
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USA SWIMMING 2019 MEMBERSHIP DEMOGRAPHICS REPORT
At the option of the Local Swimming Committee (LSC), single-
meet open water athlete membership may be offered for the
specific date(s) of an open water competition(s). The athlete
must compete unattached. Single-meet open water athletes
may compete in USA Swimming competitions below the Zone
Championship level.
All single-meet open water athletes join USA Swimming
through their LSC, one of 59 local organizations responsible for
administering USA Swimming activities in a defined geographical
area. Within each LSC, a designated Registration/Membership
Chair is responsible for providing athlete information and
applications to all interested individuals.
There is no limit to how many times an athlete can join as a
single-meet open water member during a given registration
year. Single-meet open water membership is valid for a period
of three days.
Single-meet open water membership provides liability and
secondary accident medical insurance coverage for the
designated period of the membership.
2020 VS. 2021 SINGLE-MEET OPEN WATER ATHLETE MEMBERSHIP
LSC CODE LSC NAME 2020 2021 INC./DEC.
CA SOUTHERN CALIFORNIA 0 1 1
CO COLORADO 10 2 -8
CT CONNECTICUT 0 4 4
GU GULF 5 0 -5
MA MIDDLE ATLANTIC 0 1 1
MR METROPOLITAN 12 0 -12
MN MINNESOTA 0 1 1
NC NORTH CAROLINA 5 3 -2
SC SOUTH CAROLINA 0 14 14
SD SOUTH DAKOTA 0 1 1
TOTAL 32 27 -5
For registration year 2021, number of LSCs with single-meet open water memberships – 8
NEWS/RENEWS BY AGE GROUPS
2021 SINGLE-MEET OPEN WATER ATHLETE MEMBERSHIP
AGE NEW FEMALE RENEW FEMALE TOTAL FEMALE NEW MALE RENEW MALE TOTAL MALE GRAND TOTAL
10 1 0 1 0 0 0 1
14 0 1 1 0 0 0 1
17 0 0 0 0 1 1 1
19 & OVER 3 9 12 2 10 12 24
TOTAL 4 10 14 2 11 13 27
New membership is defined as someone who has not been registered since 1994. Renewed membership is defined as
someone who prior to registering for 2021 had been registered as any membership type in any year since 1994. Ages are
calculated as of December 31, 2021.
2020 VS. 2021 SINGLE-MEET OPEN WATER ATHLETE MEMBERSHIP
AGE 2020 FEMALE 2021 FEMALE INC./DEC.2020 MALE 2021 MALE INC. /DEC.2020
TOTAL F/M
2021
TOTAL F/M INC. /DEC.
10 0 1 1 0 0 0 0 1 1
13 0 0 0 1 0 -1 1 0 -1
14 0 1 1 0 0 0 0 1 1
17 0 0 0 0 1 1 0 1 1
18 0 0 0 1 0 -1 1 0 -1
19 & OVER 16 12 -4 14 12 -2 30 24 -6
TOTAL 16 14 -2 16 13 -3 32 27 -5
2021 SINGLE-MEET OPEN WATER ATHLETE MEMBERS WITH A DISABILITY
Athletes are asked, but not mandated, to provide disability information on the registration form
LSC CODE
BLIND OR VISUALLY IMPAIRED DEAF ORHARD OF HEARING PHYSICAL DISABILITY COGNITIVE DISABILITY NO. OF ATHLETESLSC NAME FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE
TOTAL 0 0 0 0 0 0 0 0 0
Single-Meet Open Water
Athlete Membership
SINGLE-MEET OPEN WATER ATHLETE MEMBERSHIP
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USA SWIMMING 2019 MEMBERSHIP DEMOGRAPHICS REPORT
2021 SINGLE-MEET MEMBERSHIP – ETHNICITY
Athletes are asked, but not mandated, to provide ethnicity information on the registration form.
LSC CODE
AFRICAN AMERICAN OR BLACK
AMER. IND. ANDALASKA NATIVE ASIAN HISPANIC OR LATINO NATIVE HAW. ANDOTHER PAC. ISL.WHITE OTHER MIXED NO RESPONSE
LSC NAME FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE
CA SOUTHERN 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0
CO COLORADO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1
CT CONNECTICUT 0 0 0 0 0 0 0 0 0 0 1 2 0 0 0 0 1 0
MA MIDDLE
ATLANTIC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1
MN MINNESOTA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0
NC NORTH
CAROLINA 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0
SC SOUTH
CAROLINA 0 0 0 0 0 0 0 1 0 0 7 5 0 0 0 0 0 1
SD SOUTH DAKOTA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0
TOTAL 0 0 0 0 0 0 0 1 0 0 9 8 0 0 1 1 4 3
% OF TOTAL SEASONAL ATHLETES (27)
0%0%0%0%0%0%0%3.7%0%0%33.3%29.6%0%0%3.7%3.7%14.8%11.1%
All clubs join USA Swimming through their Local Swimming Committee (LSC), one of 59 local organizations responsible
for administering USA Swimming activities in a defined geographical area. Within each LSC, a designated Registration/
Membership Chair is responsible for providing information and applications to all interested groups.
Year-round club membership is for a calendar year period (January - December). New club memberships processed on
or after September 1 are valid through December 31 of the following year.
All USA Swimming registered year-round clubs have liability insurance coverage.
LSC CODE LSC NAME 2020 2021 INC./DEC.
AD ADIRONDACK 30 23 -7
AK ALASKA 27 24 -3
AM ALLEGHENY MOUNTAIN 49 44 -5
AR ARKANSAS 16 16 0
AZ ARIZONA 48 48 0
BD BORDER 8 8 0
CA SOUTHERN CALIFORNIA 167 145 -22
CC CENTRAL CALIFORNIA 14 13 -1
CO COLORADO 73 65 -8
CT CONNECTICUT 67 64 -3
FG FLORIDA GOLD COAST 60 55 -5
FL FLORIDA 96 102 6
GA GEORGIA 60 57 -3
GU GULF 61 53 -8
HI HAWAIIAN 30 29 -1
IA IOWA 34 33 -1
IE INLAND EMPIRE 17 16 -1
IL ILLINOIS 114 106 -8
IN INDIANA 112 110 -2
KY KENTUCKY 28 27 -1
LA LOUISIANA 27 26 -1
LE LAKE ERIE 42 39 -3
MA MIDDLE ATLANTIC 143 122 -21
MD MARYLAND 45 45 0
ME MAINE 23 16 -7
MI MICHIGAN 81 75 -6
MN MINNESOTA 66 59 -7
MR METROPOLITAN 88 74 -14
MS MISSISSIPPI 12 11 -1
MT MONTANA 16 15 -1
LSC CODE LSC NAME 2020 2021 INC./DEC.
MV MISSOURI VALLEY 45 46 1
MW MIDWESTERN 32 31 -1
NC NORTH CAROLINA 84 78 -6
ND NORTH DAKOTA 14 14 0
NE NEW ENGLAND 99 84 -15
NI NIAGARA 75 51 -24
NJ NEW JERSEY 73 57 -16
NM NEW MEXICO 23 22 -1
NT NORTH TEXAS 27 26 -1
OH OHIO 69 61 -8
OK OKLAHOMA 18 17 -1
OR OREGON 60 56 -4
OZ OZARK 27 21 -6
PC PACIFIC 115 102 -13
PN PACIFIC NORTHWEST 57 45 -12
PV POTOMAC VALLEY 50 44 -6
SC SOUTH CAROLINA 32 28 -4
SD SOUTH DAKOTA 16 19 3
SE SOUTHEASTERN 75 68 -7
SI SAN DIEGO-IMPERIAL 32 27 -5
SN SIERRA NEVADA 50 47 -3
SR SNAKE RIVER 11 10 -1
ST SOUTH TEXAS 46 46 0
UT UTAH 32 32 0
VA VIRGINIA 46 40 -6
WI WISCONSIN 66 59 -7
WT WEST TEXAS 7 8 1
WV WEST VIRGINIA 12 13 1
WY WYOMING 23 22 -1
TOTAL 2,970 2,694 -276
Of the 2,694 year-round clubs registered in 2021, 42 are “organizations.” Organizations are group members which conduct a
program in swimming (schools, recreation districts, swim leagues, YMCA, AAU, zone of LSCs) which may also have USA Swimming
member clubs within its program; other groups which are composed of persons joined together in support of swimming or some
aspect of it (Rotary Club, Boy Scouts, athletic clubs, Chamber of Commerce, city government) or anyone who evidences an interest in
the sport of swimming and wishes to support it. Organizations do not have athletes, coaches, or insurance coverage.
SEASONAL ATHLETE MEMBERSHIPYEAR-ROUND CLUB MEMBERSHIP BY LSC – 2020 VS. 2021
Year-Round Club Membership
NOTE: 25.9% of athletes did not respond to the ethnicity question on their registration form.
Response to this question is not mandatory.
SINGLE-MEET OPEN WATER ATHLETE MEMBERSHIP
MIKE LEWIS / USA SWIMMING
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USA SWIMMING 2019 MEMBERSHIP DEMOGRAPHICS REPORT
COUNT OF YEAR-ROUND CLUBS BY NUMBER OF YEAR-ROUND ATHLETE MEMBERS REGISTERED FOR 2021
NO. OF MEMBERS NO. OF CLUBS % OF TOTAL CLUBS TOTAL MEMBERS % OF TOTAL MEMBERS AVG. NO. OF MEMBERS PER CLUB
1 TO 50 923 36.9%21,658 7.8%23
51 TO 100 634 25.3%46,357 16.8%73
101 TO 150 365 14.6%44,858 16.2%122
151 TO 200 186 7.4%32,295 11.7%173
201 TO 250 149 6.0%33,185 12.0%222
251 TO 500 202 8.1%66,213 24.0%327
501 TO 1000 39 1.6%26,129 9.5%669
1001 OR MORE 4 0.2%5,517 2.0%1,379
TOTAL 2,502 276,212 110
At the option of the LSC, seasonal club membership may be
offered for one or two periods of not more than 150 days per
period. The seasonal membership program offers a competitive
swimming program to clubs who have athletes that swim for
only part of the year. They may compete in USA Swimming
competitions below the Zone Championship level.
All clubs join USA Swimming through their Local Swimming
Committee (LSC), one of 59 local organizations responsible for
administering USA Swimming activities in a defined geographical
area. Within each LSC, a designated Registration/Membership
Chair is responsible for providing information and applications
to all interested groups.
All USA Swimming registered seasonal clubs have liability
insurance coverage for the designated period of the
membership.
SEASON 1 CLUB MEMBERSHIP BY LSC – 2020 VS. 2021
SEASON 2 CLUB MEMBERSHIP BY LSC – 2020 VS. 2021
LSC CODE LSC NAME 2020 2021 INC./DEC.
AD ADIRONDACK 0 2 2
CA SOUTHERN CALIFORNIA 1 2 1
CO COLORADO 10 20 10
FL FLORIDA 3 11 8
GA GEORGIA 13 10 -3
IA IOWA 0 3 3
ME MAINE 1 0 -1
MN MINNESOTA 0 1 1
NM NEW MEXICO 0 1 1
OR OREGON 0 3 3
PC PACIFIC 0 1 1
SE SOUTHEASTERN 5 2 -3
SI SAN DIEGO-IMPERIAL 1 0 -1
TOTAL 34 56 22
LSC CODE LSC NAME 2019 2020 INC./DEC.
BD BORDER 0 1 1
CO COLORADO 1 1 0
GA GEORGIA 8 9 1
LA LOUISIANA 0 1 1
MV MISSOURI VALLEY 14 17 3
OH OHIO 2 1 -1
PC PACIFIC 2 0 -2
PN PACIFIC NORTHWEST 0 1 1
SD SOUTH DAKOTA 1 3 2
TOTAL 28 34 6
Number of
of LSCs with one
seasonal club
membership
period only: 10
Number of
LSCs with two
seasonal club
membership
periods: 2
Number of
LSCs with no
seasonal club
memberships: 47
Seasonal Club Membership
YEAR-ROUND CLUB MEMBERSHIP
MIKE LEWIS / USA SWIMMING
53
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All non-athletes join USA Swimming through their Local Swimming Committee (LSC), one of 59 local organizations responsible for
administering USA Swimming activities in a defined geographical area. Within each LSC, a designated Registration/Membership
Chair is responsible for providing information and applications to all interested individuals.
Non-athlete membership is for a calendar year period (January - December). New non-athlete memberships processed on or
after September 1 are valid through December 31 of the following year.
Non-athlete members are coaches, jr. coaches, officials, board members, parents and other individuals who do not swim. Non-
athlete members can be designated as one or more registration types; coach/official, coach/official/other, and official/other.
All non-athlete membership categories provide liability and secondary accident medical insurance coverage. In addition,
members receive complimentary issues of Splash (when in circulation), the official USA Swimming magazine.
0
200
400
600
800
1000
WYWVWTWIVAUTUSSTSRSNSI SESDSCPVPNPCOZOROKOHNTNMNJNINENDNCMWMVMTMSMRMNMIMEMDMALELAKYINILIEIAHIGUGAFLFGCTCOCCCABDAZARAMAKAD
NUMBER OF MEMBERS
NON-ATHLETE MEMBERSHIP BY LSC – 2020 VS. 2021Non-athlete Membership 2020 2021
MIKE LEWIS / USA SWIMMING
54
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NON-ATHLETE MEMBERSHIP BY LSC – 2020 VS. 2021
LSC CODE LSC NAME 2020 2021 INC./DEC.
AD ADIRONDACK 301 189 -112
AK ALASKA 356 350 -6
AM ALLEGHENY MOUNTAIN 487 435 -52
AR ARKANSAS 257 254 -3
AZ ARIZONA 507 602 95
BD BORDER 97 103 6
CA SOUTHERN CALIFORNIA 1,294 1,286 -8
CC CENTRAL CALIFORNIA 138 129 -9
CO COLORADO 855 983 128
CT CONNECTICUT 677 605 -72
FG FLORIDA GOLD COAST 391 447 56
FL FLORIDA 1,075 1,158 83
GA GEORGIA 683 652 -31
GU GULF 979 921 -58
HI HAWAIIAN 361 317 -44
IA IOWA 438 539 101
IE INLAND EMPIRE 289 277 -12
IL ILLINOIS 1,794 1,738 -56
IN INDIANA 1,431 1,498 67
KY KENTUCKY 352 344 -8
LA LOUISIANA 281 258 -23
LE LAKE ERIE 275 298 23
MA MIDDLE ATLANTIC 1,394 1,242 -152
MD MARYLAND 822 617 -205
ME MAINE 202 157 -45
MI MICHIGAN 608 534 -74
MN MINNESOTA 926 987 61
MR METROPOLITAN 962 764 -198
MS MISSISSIPPI 138 161 23
MT MONTANA 181 206 25
MV MISSOURI VALLEY 663 893 230
LSC CODE LSC NAME 2020 2021 INC./DEC.
MW MIDWESTERN 320 370 50
NC NORTH CAROLINA 1,192 1,183 -9
ND NORTH DAKOTA 272 254 -18
NE NEW ENGLAND 1,111 970 -141
NI NIAGARA 735 619 -116
NJ NEW JERSEY 1,013 731 -282
NM NEW MEXICO 232 200 -32
NT NORTH TEXAS 527 532 5
OH OHIO 763 742 -21
OK OKLAHOMA 248 257 9
OR OREGON 892 756 -136
OZ OZARK 397 362 -35
PC PACIFIC 1,362 1,443 81
PN PACIFIC NORTHWEST 824 738 -86
PV POTOMAC VALLEY 1,218 1,037 -181
SC SOUTH CAROLINA 432 473 41
SD SOUTH DAKOTA 203 230 27
SE SOUTHEASTERN 941 868 -73
SI SAN DIEGO-IMPERIAL 311 315 4
SN SIERRA NEVADA 530 572 42
SR SNAKE RIVER 140 153 13
ST SOUTH TEXAS 526 538 12
US USA SWIMMING 147 151 4
UT UTAH 432 432 0
VA VIRGINIA 967 989 22
WI WISCONSIN 891 841 -50
WT WEST TEXAS 94 101 7
WV WEST VIRGINIA 89 71 -18
WY WYOMING 277 278 1
TOTAL 36,300 35,150 -1,150
BREAKDOWN, BY CATEGORY, OF NON-ATHLETE
MEMBERS REGISTERED IN 2021
INDIVIDUAL 34,562
LIFE – NEW 29
LIFE – FROM PRIOR YEARS 559
35,150
2021 COACHES & OFFICIALS (included in the non-athlete membership totals on page 46)
LSC CODE LSC NAME PART-TIME COACH FULL-TIME COACH TOTAL COACH OFFICIALS
AD ADIRONDACK 98 11 109 43
AK ALASKA 95 25 120 188
AM ALLEGHENY MOUNTAIN 179 49 228 108
AR ARKANSAS 76 19 95 111
AZ ARIZONA 232 87 319 208
BD BORDER 55 0 55 39
CA SOUTHERN CALIFORNIA 561 267 828 178
CC CENTRAL CALIFORNIA 57 16 73 38
CO COLORADO 306 136 442 427
CT CONNECTICUT 209 79 288 287
FG FLORIDA GOLD COAST 181 80 261 206
FL FLORIDA 491 174 665 427
GA GEORGIA 191 160 351 269
GU GULF 261 150 411 334
HI HAWAIIAN 154 10 164 128
IA IOWA 237 40 277 194
IE INLAND EMPIRE 102 11 113 117
IL ILLINOIS 671 174 845 683
IN INDIANA 666 56 722 561
KY KENTUCKY 77 33 110 189
LA LOUISIANA 112 37 149 113
LE LAKE ERIE 186 17 203 49
MA MIDDLE ATLANTIC 552 123 675 474
MD MARYLAND 215 43 258 201
ME MAINE 37 21 58 79
MI MICHIGAN 292 86 378 79
MN MINNESOTA 402 93 495 330
MR METROPOLITAN 416 40 456 290
MS MISSISSIPPI 54 11 65 73
MT MONTANA 65 11 76 94
MV MISSOURI VALLEY 318 36 354 456
LSC CODE LSC NAME PART-TIME COACH FULL-TIME COACH TOTAL COACH OFFICIALS
MW MIDWESTERN 177 18 195 127
NC NORTH CAROLINA 366 209 575 495
ND NORTH DAKOTA 96 5 101 109
NE NEW ENGLAND 379 125 504 445
NI NIAGARA 271 24 295 222
NJ NEW JERSEY 325 49 374 344
NM NEW MEXICO 100 10 110 82
NT NORTH TEXAS 140 94 234 211
OH OHIO 301 81 382 315
OK OKLAHOMA 113 17 130 84
OR OREGON 176 59 235 379
OZ OZARK 126 34 160 170
PC PACIFIC 378 208 586 539
PN PACIFIC NORTHWEST 172 76 248 338
PV POTOMAC VALLEY 411 108 519 484
SC SOUTH CAROLINA 161 50 211 182
SD SOUTH DAKOTA 69 12 81 118
SE SOUTHEASTERN 289 109 398 392
SI SAN DIEGO-IMPERIAL 110 54 164 99
SN SIERRA NEVADA 151 51 202 297
SR SNAKE RIVER 59 10 69 55
ST SOUTH TEXAS 217 83 300 218
US USA SWIMMING 5 0 5 0
UT UTAH 181 21 202 207
VA VIRGINIA 295 117 412 435
WI WISCONSIN 333 81 414 327
WT WEST TEXAS 59 7 66 29
WV WEST VIRGINIA 32 11 43 28
WY WYOMING 111 5 116 123
TOTAL 13,151 3,823 16,974 13,827
PART-TIME 13,151
(77.5% of total coaches)
FEMALE 8,601
(50.7% of total coaches)
NON-ATHLETE MEMBERSHIPNON-ATHLETE MEMBERSHIP
FEMALE 6,489
(46.9% of total officials)
COACHES
FULL-TIME 3,823
(22.5% of total coaches)
MALE 8,373
(49.3% of total coaches)
MALE 7,338
(53.1% of total officials)
OFFICIALS
55
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48 | USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT | 49
SOUTH TEXAS
WEST TEXAS
NORTH TEXAS
LOUISIANAGULF
BO
R
D
E
R
MISSISSIPPI
GEORGIA
FLORIDA
KENTUCKY
SOUTHCAROLINA
NORTH CAROLINA
FLORIDAGOLDCOAST
SOU
T
H
E
A
S
T
E
RN
WESTVIRGINIA VIRGINIA MARYLAND
POTOMAC VALLEY
MIDDLEATLANTIC
ALL
E
G
H
E
N
Y
MO
U
NTAIN
NIAGARA
A
D
I
R
O
N
D
A
C
K
NEWENGLAND
MAINE
NEW JERSEY
METROPOLITAN
CONNECTICUT
ALASKA
HAWAIIAN
LAKE ERIE
INDIANA
MICHIGAN
WISCONSIN
ILLINOIS
MINNESOTA
NORTH DAKOTA
IOWA
SOUTH DAKOTA
MIDWESTERN
MISSOURI VALLEY
OZARK
ARKANSAS
OKLAHOMA
MONTANA
WYOMING
COLORADO
NEW MEXICOARIZONA
UTAH
SOUTHERNCALIFORNIA
SAN DIEGO-IMPERIAL
CENTRAL CALIFORNIA
SIERRA NEVADA
P
A
C
I
F
I
C
SNAKE RIVER
OREGON
INLAND EMPIRE
PACIFIC NORTHWEST
OHIO
0-100
101-200
201-300
301-400
401-500
501-600
601-900
SOUTH TEXAS
WEST TEXAS
NORTH TEXAS
LOUISIANAGULF
BO
R
D
E
R
MISSISSIPPI
GEORGIA
FLORIDA
KENTUCKY
SOUTHCAROLINA
NORTH CAROLINA
FLORIDAGOLDCOAST
SOU
T
H
E
A
S
T
E
RN
WESTVIRGINIA VIRGINIA MARYLAND
POTOMAC VALLEY
MIDDLEATLANTIC
ALL
E
G
H
E
N
Y
MO
U
NTAIN
NIAGARA
A
D
I
R
O
N
D
A
C
K
NEWENGLAND
MAINE
NEW JERSEY
METROPOLITAN
CONNECTICUT
ALASKA
HAWAIIAN
LAKE ERIE
INDIANA
MICHIGAN
WISCONSIN
ILLINOIS
MINNESOTA
NORTH DAKOTA
IOWA
SOUTH DAKOTA
MIDWESTERN
MISSOURI VALLEY
OZARK
ARKANSAS
OKLAHOMA
MONTANA
WYOMING
COLORADO
NEW MEXICOARIZONA
UTAH
SOUTHERNCALIFORNIA
SAN DIEGO-IMPERIAL
CENTRAL CALIFORNIA
SIERRA NEVADA
P
A
C
I
F
I
C
SNAKE RIVER
OREGON
INLAND EMPIRE
PACIFIC NORTHWEST
OHIO
0-100
101-200
201-300
301-400
401-500
501-600
601-1,100
LSC CODE LSC NAME OTHER
AD ADIRONDACK 43
AK ALASKA 107
AM ALLEGHENY MOUNTAIN 105
AR ARKANSAS 54
AZ ARIZONA 105
BD BORDER 14
CA SOUTHERN CALIFORNIA 333
CC CENTRAL CALIFORNIA 29
CO COLORADO 156
CT CONNECTICUT 56
FG FLORIDA GOLD COAST 23
FL FLORIDA 107
GA GEORGIA 43
GU GULF 261
HI HAWAIIAN 50
IA IOWA 188
IE INLAND EMPIRE 77
IL ILLINOIS 287
IN INDIANA 293
KY KENTUCKY 55
LA LOUISIANA 22
2021 NON-ATHLETE OTHER MEMBERSHIP BY LSC
(included in the non-athlete membership totals on page 46)
2021 NON-ATHLETE COACH MEMBERSHIP BY LSC
(included in the non-athlete membership totals on page 46)
2021 NON-ATHLETE OFFICIALS MEMBERSHIP BY LSC
LSC CODE LSC NAME OTHER
LE LAKE ERIE 50
MA MIDDLE ATLANTIC 172
MD MARYLAND 165
ME MAINE 23
MI MICHIGAN 89
MN MINNESOTA 217
MR METROPOLITAN 86
MS MISSISSIPPI 31
MT MONTANA 61
MV MISSOURI VALLEY 127
MW MIDWESTERN 77
NC NORTH CAROLINA 164
ND NORTH DAKOTA 73
NE NEW ENGLAND 81
NI NIAGARA 126
NJ NEW JERSEY 31
NM NEW MEXICO 35
NT NORTH TEXAS 95
OH OHIO 68
OK OKLAHOMA 58
OR OREGON 178
LSC CODE LSC NAME OTHER
OZ OZARK 55
PC PACIFIC 331
PN PACIFIC NORTHWEST 161
PV POTOMAC VALLEY 50
SC SOUTH CAROLINA 92
SD SOUTH DAKOTA 49
SE SOUTHEASTERN 130
SI SAN DIEGO-IMPERIAL 70
SN SIERRA NEVADA 90
SR SNAKE RIVER 73
ST SOUTH TEXAS 46
US USA SWIMMING 145
UT UTAH 58
VA VIRGINIA 169
WI WISCONSIN 144
WT WEST TEXAS 7
WV WEST VIRGINIA 7
WY WYOMING 70
TOTAL 6,162
SOUTH TEXAS
WEST TEXAS
NORTH TEXAS
LOUISIANAGULF
BO
R
D
E
R
MISSISSIPPI
GEORGIA
FLORIDA
KENTUCKY
SOUTHCAROLINA
NORTH CAROLINA
FLORIDAGOLDCOAST
SOU
T
H
E
A
S
T
E
R
N
WESTVIRGINIA VIRGINIA MARYLAND
POTOMAC VALLEY
MIDDLEATLANTIC
ALL
E
G
H
E
N
Y
MO
U
NTAIN
NIAGARA
A
D
I
R
O
N
D
A
C
K
NEWENGLAND
MAINE
NEW JERSEY
METROPOLITAN
CONNECTICUT
ALASKA
HAWAIIAN
LAKE ERIE
INDIANA
MICHIGAN
WISCONSIN
ILLINOIS
MINNESOTA
NORTH DAKOTA
IOWA
SOUTH DAKOTA
MIDWESTERN
MISSOURI VALLEY
OZARK
ARKANSAS
OKLAHOMA
MONTANA
WYOMING
COLORADO
NEW MEXICOARIZONA
UTAH
SOUTHERNCALIFORNIA
SAN DIEGO-IMPERIAL
CENTRAL CALIFORNIA
SIERRA NEVADA
P
A
C
I
F
I
C
SNAKE RIVER
OREGON
INLAND EMPIRE
PACIFIC NORTHWEST
OHIO
0-30
31-60
61-90
91-120
121-150
151-180
181-300
2021 NON-ATHLETE OTHER MEMBERSHIP BY LSC
NON-ATHLETE MEMBERSHIP NON-ATHLETE MEMBERSHIP
56
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2021 NON-ATHLETE MEMBERSHIP – ETHNICITY
Non-athletes are asked, but not mandated, to provide ethnicity information on the registration form.
2021 NON-ATHLETE MEMBERSHIP – ETHNICITY
Non-athletes are asked, but not mandated, to provide ethnicity information on the registration form.
LSC CODE
AFRICAN AMERICAN OR BLACK
AMER. IND. ANDALASKA NATIVE ASIAN HISPANIC OR LATINO NATIVE HAW. ANDOTHER PAC. ISL.WHITE OTHER MIXED NO RESPONSE
LSC NAME FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE
AD ADIRONDACK 1 0 0 0 0 0 2 0 1 1 94 76 0 0 2 0 8 3
AK ALASKA 1 0 7 1 2 0 2 1 0 0 165 93 2 1 11 4 34 26
AM ALLEGHENY
MOUNTAIN 2 3 0 0 5 4 1 1 1 0 228 165 1 1 4 4 7 6
AR ARKANSAS 0 0 0 1 3 3 3 2 0 1 130 103 2 1 1 0 1 2
AZ ARIZONA 2 5 2 0 6 16 8 10 0 4 223 226 4 0 12 14 28 42
BD BORDER 0 0 0 0 0 1 5 7 0 0 2 11 0 0 1 1 39 36
CA SOUTHERN
CALIFORNIA 6 17 0 0 60 67 58 57 7 2 350 337 3 6 51 64 112 87
CC CENTRAL
CALIFORNIA 1 0 0 0 5 2 2 5 0 0 17 28 0 1 3 1 44 20
CO COLORADO 2 3 0 0 9 9 12 9 0 1 315 279 0 1 18 13 194 118
CT CONNECTICUT 6 4 0 1 19 9 9 7 0 0 262 222 3 3 12 20 13 15
FG FLORIDA GOLD
COAST 4 11 0 0 4 7 48 73 1 1 104 117 1 0 2 3 36 35
FL FLORIDA 8 10 0 1 17 11 17 27 1 1 443 432 1 8 33 31 65 51
GA GEORGIA 11 24 0 0 10 7 6 5 0 0 279 227 1 2 14 19 19 28
GU GULF 13 16 2 3 22 37 20 29 1 1 323 364 4 2 24 35 12 13
HI HAWAIIAN 1 1 0 0 53 35 3 2 9 21 90 65 1 0 18 13 4 1
IA IOWA 3 1 0 1 5 3 2 2 0 0 278 197 1 0 10 8 13 14
IE INLAND EMPIRE 0 1 1 1 3 2 3 1 0 1 140 95 1 1 5 6 13 3
IL ILLINOIS 11 23 1 1 21 20 27 31 1 0 471 418 5 8 20 25 339 314
IN INDIANA 2 7 0 0 5 2 1 3 0 0 322 419 1 1 9 13 424 288
KY KENTUCKY 2 1 0 0 3 5 0 2 0 0 145 152 0 1 1 2 5 25
LA LOUISIANA 4 5 0 0 4 4 4 2 0 0 113 108 0 2 0 2 7 3
LE LAKE ERIE 0 1 1 0 1 0 0 0 0 0 42 64 1 0 1 2 90 93
MA MIDDLE ATLANTIC 7 7 0 1 9 14 5 5 0 1 541 541 1 6 8 18 42 34
MD MARYLAND 20 21 0 0 9 15 3 8 0 0 256 247 3 2 9 9 7 8
ME MAINE 0 0 1 1 3 1 0 0 0 0 76 65 0 0 0 1 5 3
MI MICHIGAN 5 14 0 0 5 6 4 4 0 0 175 228 1 2 7 12 37 33
MN MINNESOTA 2 1 0 0 15 14 4 4 1 1 522 371 1 2 10 11 15 13
MR METROPOLITAN 14 19 0 1 19 21 13 27 2 2 211 231 4 1 15 15 81 88
MS MISSISSIPPI 3 5 0 0 5 1 3 0 0 0 80 51 0 0 3 4 4 2
MT MONTANA 0 0 2 0 2 1 1 0 0 0 89 66 0 0 5 2 22 16
MV MISSOURI VALLEY 2 1 3 1 5 4 5 8 1 0 275 258 1 2 12 6 181 128
MW MIDWESTERN 0 1 0 0 2 0 4 2 0 0 195 146 0 0 7 4 3 4
LSC CODE
AFRICAN AMERICAN OR BLACK
AMER. IND. ANDALASKA NATIVE ASIAN HISPANIC OR LATINO NATIVE HAW. ANDOTHER PAC. ISL.WHITE OTHER MIXED NO RESPONSE
LSC NAME FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE FEMALE MALE
NC NORTH CAROLINA 13 15 0 2 19 21 7 9 1 0 525 483 4 4 16 10 26 26
ND NORTH DAKOTA 0 0 0 0 0 0 0 0 0 0 156 86 0 0 2 0 6 4
NE NEW ENGLAND 6 8 0 0 36 42 7 7 0 0 425 357 0 1 16 19 20 25
NI NIAGARA 9 6 1 1 8 8 3 5 0 0 283 257 4 3 7 4 11 9
NJ NEW JERSEY 10 9 1 0 39 64 6 14 1 3 217 283 1 6 8 12 26 30
NM NEW MEXICO 1 0 0 1 6 2 6 12 0 1 73 66 0 1 5 7 11 8
NT NORTH TEXAS 5 6 0 1 27 36 6 14 0 0 185 181 0 4 11 19 19 18
OH OHIO 0 3 0 1 1 4 0 2 0 0 146 205 0 0 0 3 192 184
OK OKLAHOMA 0 0 0 0 0 0 2 0 0 0 26 36 0 0 4 1 94 94
OR OREGON 1 2 2 0 36 34 5 7 0 0 333 248 4 5 15 12 35 17
OZ OZARK 2 1 0 1 3 4 2 2 0 0 134 166 0 0 4 4 21 17
PC PACIFIC 2 8 0 1 111 169 20 23 6 4 419 446 4 9 63 51 53 53
PN PACIFIC
NORTHWEST 1 1 2 0 64 88 5 2 0 2 254 227 2 6 21 24 21 18
PV POTOMAC VALLEY 26 21 0 1 38 40 6 13 0 0 262 303 2 7 21 13 132 151
SC SOUTH CAROLINA 2 11 1 0 3 3 3 6 0 2 237 164 1 0 8 6 15 9
SD SOUTH DAKOTA 0 0 0 1 0 0 1 0 0 0 87 57 0 0 2 2 57 22
SE SOUTHEASTERN 9 8 2 0 3 6 4 7 1 2 389 391 2 3 7 10 13 11
SI SAN DIEGO-
IMPERIAL 0 1 1 0 17 16 9 12 1 2 98 107 0 2 17 16 11 5
SN SIERRA NEVADA 1 4 1 1 18 23 11 11 2 1 189 149 1 3 21 23 57 56
SR SNAKE RIVER 0 0 0 0 2 2 2 3 1 0 89 42 0 0 2 0 5 5
ST SOUTH TEXAS 1 4 1 1 7 15 26 33 0 0 170 190 1 0 18 24 28 18
US USA SWIMMING 1 2 0 0 0 3 2 0 0 0 22 28 0 1 0 1 46 44
UT UTAH 0 0 0 0 8 2 4 1 1 1 220 156 0 1 2 6 16 14
VA VIRGINIA 6 8 0 1 12 16 12 10 1 2 437 423 0 1 9 19 18 13
WI WISCONSIN 1 1 0 0 4 6 5 6 0 0 331 297 0 1 6 8 120 55
WT WEST TEXAS 0 0 0 1 1 0 7 6 0 0 27 43 0 1 3 6 1 4
WV WEST VIRGINIA 0 0 0 0 0 0 0 0 0 0 27 31 0 0 0 0 6 7
WY WYOMING 0 0 1 0 1 1 1 3 1 0 158 91 1 1 7 3 5 4
TOTAL 230 321 33 28 795 926 437 542 42 58 12,875 11,915 70 114 623 665 2,969 2,473
% OF TOTAL NON-ATHLETE (36,827).7%.9%.1%.1%2.3%2.6%1.2%1.5%.1%.2%36.7%33.9%.2%.3%1.8%1.9%8.5%7.0%
NON-ATHLETE MEMBERSHIP NON-ATHLETE MEMBERSHIP
NOTE: 15.5% of non-athletes did not respond to the ethnicity question on their registration form.
Response to this question is not mandatory.
57
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52 | USA SWIMMING 2021 MEMBERSHIP DEMOGRAPHICS REPORT
Organizations that meet the following criteria may apply for al-
lied membership in USA Swimming.
The organization must have:
1. a national swimming program;
2. closed national competition that provides for elite athlete
development or production;
3. due process;
4. a rulebook; and
5. an officials training program.
Application for allied membership must be approved by USA
Swimming’s Board of Directors and by the House of Delegates.
Due to a recent restructuring of the Board, allied members do
not have a seat on the board currently. Allied members are
entitled to at least one (1) delegate to the House of Delegates.
The Board of Directors recommends to the House of Delegates
how many additional delegates they may have; the House must
approve the additional delegates. The organization must pay $50
for each additional delegate.
In 2021, there was one allied membership:
¡ YMCA of the USA
Allied Membership
Organizations that have an interest in swimming may apply for
affiliate membership in USA Swimming.
Application for affiliate membership must be approved by USA
Swimming’s Board of Directors and then by the House of Del-
egates. Dues for affiliate membership are $100.00 annually and
entitles each affiliate organization to at least one (1) delegate
to the House of Delegates. The House of Delegates determines
how many additional delegates they may have. The organization
must pay $50 for each additional delegate.
In 2021, there were 6 affiliate memberships:
¡ Amateur Athletic Union of the U.S., Inc.
¡ American Swimming Coaches Association
¡ College Swimming Coaches Association of America, Inc.
¡ International Swimming Hall of Fame
¡ National Junior College Athletic Association
¡ U.S. Masters Swimming
Affiliate Membership
58
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59
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Appendix 5
TECHNICIAL RESOURCES (KEY PROFESSIONALS)
Brad Kale: Head Coach Coast Aquatics
coastaquatics@gmail.com (850) 461-7012
Brian Haddad: Executive Director Southeastern Swimming, LSC
southeasternswimming@hotmail.com (615) 293-7333
Kathi Heapy: Cofounder, Treasurer Emerald Coast Fitness Foundation, Inc.
swimecff@gmail.com (850)585-6233
Gus Calado: Planet Swim, Ponte Vedra
gus@planetswim.org (904) 504-8474
Kevin Milak: FAST, Ocala, Florida
Kevin_milak@floridafast.com (352) 820-4222
Katarina Filova: Planet Swim, Ponte Vedra
katarina@planetswim.org (904) 429-6920
Charles Noonan: Diving Center Chairman Emerald Coast Fitness Foundation, Inc.
cenoonan@idhhospitalitygroup.com (770) 361-6826
Leslie Adams: City of Tallahassee
Leslie.adams@talgov.com (850) 933-2752
Marydale Moore: Panama City Beach
Marydale.moore@pcbfl.gov (850) 258-4745
Jim Ponek: Panama City Beach
Jim.ponek@pcbfl.gov (850) 819-3035
60
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Rebecca Rogers: FAST, Ocala
Rebecca.rogers@circlesquare.foundation.org (352) 239-8144
Garrett Adkins and Jordan Gangi: Citrus YMCA
info@suncoastymca.org (352) 500-9622
61
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INTERLOCAL COOPERATION AGREEMENT BETWEEN
GOVERNMENTAL ENTITIES IN OKALOOSA AND WALTON
COUNTIES TO ESTABLISH A REGIONAL AQUATIC
SPORTS AND TRAINING COMPLEX TO SERVE THE
AREA’S NEEDS FOR COMPETITIVE WATER SPORTS AND
AQUATIC TRAINING
This interlocal cooperative agreement is made and entered into this ____ day of ______, 2023
by the listed and undersigned public entities in Okaloosa and Walton Counties to establish a
cooperative body to achieve a permanent aquatic sports and training complex to provide
recreation, sports competition, aquatic training, economic development, and enhancements to
quality of life in the two-county area.
WITNESSETH
WHEREAS, the central area of Northwest Florida, while surrounded by the area’s numerous
water bodies, does not have the aquatic sports and training facilities commensurate with the other
areas of the State of Florida; and
WHEREAS, aquatic competitions and training in this area has been limited by sub-standard
facilities and does not meet the usership needs of the growing demand; and
WHEREAS, the Niceville Community Redevelopment Agency has contacted area user groups
in order to determine user needs and to assist in the preparation of an Aquatic Center Feasibility
Assessment which supports a new aquatic center complex in a central location; and
WHEREAS, the Feasibility Assessment provides a determination of area aquatic training and
competition needs, and also provides for adequate sites to develop a facility; and
WHEREAS, an aquatic center project development steering committee has been established and
has solicited and received support from numerous public agencies.
NOW THEREFORE BE IT RESOLVED THAT, the undersigned local governments and
other area public entities do agree to work cooperatively to establish an organization to plan and
construct a state-of-the-art regional aquatic center for Okaloosa and Walton Counties; and
BE IT FURTHER RESOLVED THAT upon all necessary approvals and the acquisition of
adequate capital funding for construction, each participating government unit will determine the
nature and extent of its further participation in the creation of a regional aquatic sports and
training center.
I. PURPOSE
It is the purpose and intent of this agreement to establish a cooperative public body to
support, plan, site, secure funding, and advocate the placement of an aquatic sports
training facility to serve the growing aquatic program needs of Northwest Florida.
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II. COOPERATING GOVERNMENTS
The following governments are parties and signatories to this agreement:
1. City of Cinco Bayou
2. City of Crestview
3. City of DeFuniak Springs
4. City of Destin
5. City of Fort Walton Beach
6. City of Freeport
7. Town of Laurel Hill
8. City of Mary Esther
9. City of Niceville
10. Northwest Florida State College
11. Okaloosa County
12. Okaloosa County School District
13. Town of Paxton
14. Town of Shalimar
15. City of Valparaiso
16. Walton County
17. Walton County School District
III. AUTHORIZE REPRESENTATIVE
The authorized representative of each governmental unit will be each of the
undersigned for the participating governments or his/her designee.
IV. DEFINITIONS
A. Aquatic Sports and Training Center: a facility to host various sanctioned aquatic
competitions and to train for aquatic programs from basic swimming to Olympic
competitions.
B. Regional: substantially the areas between Panama City Beach and Pensacola,
Florida and competition users from Alabama and Tennessee.
C. User: the facility will be public and will accommodate all public use.
D. Funding: funding included the acquisition of capital construction funds. There are
no funding obligations associated with the agreement.
V. THE AGREEMENT
This agreement is to identify and secure public agency support and program
development participation intended to facilitate the establishment of a regional
aquatic sports and multi-purpose training facility in a central location in the
Okaloosa/Walton County Region. The undersigned do support and recommend the
development of such a facility.
VI. OBLIGATIONS
The only obligation under this agreement is to acknowledge support and endorsement
for the planning and development of a regional aquatic sports and training facility to
serve Okaloosa and Walton Counties.
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VII. FUTURE AGREEMENTS
This agreement may be superseded in the future by the execution of a comprehensive
interlocal agreement to provide for the overall development, the operational and
management structure of said facility, and the responsibilities of an aquatic center
provided that a determination that the proposed facility has received all necessary
approvals and has access to adequate revenues to support construction.
VIII. VOTING
Each participation governmental unit will have one vote and items under
consideration will require a simple majority.
IX. TERMINATION
Any participating government unit may terminate its participation by notifying all
other signatories.
X. TERMS
This is a volunteer position and has no terms of service or limits. However,
participating governmental units are expected to manage the terms of their individual
representatives.
XI. MEETINGS
Cooperative agreement meetings are expected to occur bimonthly, or at the call of the
chair or one-third of the membership.
RECORDATION OF AGREEMENT
This Cooperative Interlocal Agreement shall be recorded in the public records of Okaloosa and
Walton Counties.
ATTEST:
____________________________
Signature
____________________________
Printed Name
____________________________
Date
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CITY OF CRESTVIEW Item # 11.1.
Staff Report
CITY COUNCIL MEETING DATE: June 26, 2023
TYPE OF AGENDA ITEM: Presentation
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Maryanne Schrader
DATE: 6/15/2023
SUBJECT: Monthly Update
BACKGROUND:
City Clerk Office Update - June 26, 2023
DISCUSSION:
The office of the City Clerk provides an update to the City Council at the second meeting of the month.
Municode – Jessica and I met and combined information. We are awaiting a few responses before wrapping up
the final review.
Public Records –For the May 1 – May 31, 2023 period, we received 72 new requests, with 19 open, the
average number of days to fulfill all requests was 3, 69 requests were closed, and 9 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 6.67 hours at a cost of staff time averaging $109.57. We have received $135.00 from invoices for the May
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 number of pages
added during May 2023 is 55,822.
Records Management – A training session for records management liaisons has been scheduled.
Training Update – The City Clerk has been appointed to the IIMC Education Committee. She is going to
leadership training in St. Petersburg from June 17 -21 provided by John Scott Dailey Florida Institute of
Government and the FACC. Natasha and I are registered to attend a Records Management Seminar on June
28th in Tallahassee provided by the Bureau of Archives and Records Management.
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
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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 218 of 235
CITY OF CRESTVIEW Item # 12.1.
Staff Report
CITY COUNCIL MEETING DATE: June 26, 2023
TYPE OF AGENDA ITEM: Presentation
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Gina Toussaint, Finance Director, Wendy Buttke, Accountant
DATE: 6/22/2023
SUBJECT: Financial Update - Finance Director
BACKGROUND:
This is a monthly presentation as required by the City Charter.
DISCUSSION:
Below you will find the link to the May disbursement register. Due to minimal activity and the amount of
hours required to reconcile, the EPayable disbursement option is no longer being utilized. Also provided are
the monthly Unaudited Schedules of Revenues & Expenditures ending April 30, 2023.
Follow this link by clicking on the icon with the arrow for the May check register and April Financial
Statements.
May 2023 Check Register
Monthly Financial Statement for April 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
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
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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
No action is required.
Attachments
None
Page 220 of 235
CITY OF CRESTVIEW Item # 12.2.
Staff Report
CITY COUNCIL MEETING DATE: June 26, 2023
TYPE OF AGENDA ITEM: Presentation
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM: Michael Criddle, Public Services Director
DATE: 6/22/2023
SUBJECT: Monthly Report - Public Services Update
BACKGROUND:
A report is provided each month from a selected department to update the City Council.
DISCUSSION:
This month features a Public Services update on current activities, development status, and infrastructure planning.
* Storm related damage (trees, storm structure, water lines, lift stations)
* Development status of projects by phase (Pre-Application, Review Process, Development Order), categorized
by Residential, Commercial, and Other
* Development location - map review
* Master infrastructure project timing
* Master infrastructure project map review
GOALS & OBJECTIVES
This item is consistent with the goals in A New View Strategic Plan 2020 as follows;
Foundational- these are the areas of focus that make up the necessary foundation of a successful local
government.
Financial Sustainability- Achieve long term financial sustainability
Organizational Capacity, Effectiveness & Efficiency- To efficiently & effectively provide the highest quality
of public services
Infrastructure- Satisfy current and future infrastructure needs
Communication- To engage, inform and educate public and staff
Quality of Life- these areas focus on the overall experience when provided by the city.
Community Character- Promote desirable growth with a hometown atmosphere
Safety- Ensure the continuous safety of citizens and visitors
Mobility- Provide safe, efficient and accessible means for mobility
Opportunity- Promote an environment that encourages economic and educational opportunity
Play- Expand recreational and entertainment activities within the City
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Community Culture- Develop a specific identity for Crestview
FINANCIAL IMPACT
n/a
RECOMMENDED ACTION
No action required.
Attachments
None
Page 222 of 235
CITY OF CRESTVIEW Item # 12.3.
Staff Report
CITY COUNCIL MEETING DATE: June 26, 2023
TYPE OF AGENDA ITEM: Action Item
TO: Mayor and City Council
CC: City Manager, City Clerk, Staff and Attorney
FROM:
DATE: 6/22/2023
SUBJECT: PFAS Water Contamination Litigation
BACKGROUND:
Perfluoroalkyl substances (PFAS) have been detected in public and private water supplies across the country.
Remediation is difficult and costly. Litigation is ongoing against manufacturers of PFAS chemicals to attempt
to recover costs of remediation that will be borne by public water systems in the future.
DISCUSSION:
Section 2021 of America’s Water Infrastructure Act of 2018 (AWIA) (Public Law 115-270) amended the Safe
Drinking Water Act and specifies that public water systems serving a population of more than 10,000 people
(large systems) continue to be responsible for participating in the Unregulated Contaminant Monitoring Rule
(UCMR) program. Under the fifth revision to the UCMR rule (UCMR5), The 5-year UCMR 5 cycle spans
2022 – 2026, with preparations in 2022, sample collection from 2023 – 2025, and completion of data reporting
in 2026. One of the unregulated contaminants being tested in the UCMR5 cycle are perfluoroalkyl substances
(PFAS).
PFAS enters the water supply primarily through the discharge of industrial waste. This can happen in rivers and
streams, but can also occur when such waste products end up on the ground as well. When it rains, these
substances make their way into underground aquifers. Largely because of manufacturing and industrial use,
PFAS have been detected in public and private water supplies across the country. Remediation is difficult and
costly.
Because PFAS have been used so extensively over several decades, it is present virtually everywhere in the
environment. These chemicals have been found in varying amounts in the blood of virtually all humans as well
as domestic animals and wildlife. As PFAS are used in fire suppressant foams, one probable source is fire
training facilities as well as places that have recently experienced serious fires. Because PFAS are often a
component of heavy-duty lubricants and hydraulic fluids, contamination is also commonly found in water
sources near military bases and industrial sites. Sites in Escambia County have tested positive for PFAS
chemicals in water wells, and it is expected to appear in the City’s upcoming testing in the UCMR5 cycle.
Unfortunately, the options for removing PFAS contamination from water supplies are limited and expensive.
Granular activated carbon (GAC) filtration can remove 99.9% of PFOA and PFOS. However, shorter chain
PFASs, such as GenX, require more intensive filtration methods such as ion exchange and reverse osmosis.
Putting such equipment in place and starting the filtration process can cost over $1 million. Annual ongoing
expenses run into the six-figure range, putting a heavy burden on affected communities.
The Levin law firm in Pensacola is pursuing these claims on behalf of several cities, counties and public water
systems. The proposed contract with the Levin firm is a contingent fee agreement, whereby the City will pay
attorney's fees only if a recovery is made. The contingent fee is 25% of the recovery made, as set forth in the
Page 223 of 235
contract. This is similar to how claims were handled following the BP Oil Spill.
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 contract is a contingent fee contract, meaning the City is not obligated to pay attorney's fees unless there is
a recovery in the litigation. If there is a recovery, then 25% of the City's recovery will be paid as attorney's fees
after deducting any costs (such as expert witness fees) that are advanced by the attorneys in the litigation.
RECOMMENDED ACTION
Staff respectfully requests a motion authorizing the Mayor to sign the contingent fee contract with the Levin
law firm to pursue recovery in the PFAS litigation.
Attachments
1. Crestview FL PFAS Engagement Agreement
Page 224 of 235
-1-
CITY OF CRESTVIEW, FLORIDA
LEGAL SERVICES AGREEMENT
I. INTRODUCTION
A. RECITALS.
1. City of Crestview, Florida (“Client”) is committed to protecting the City’s
environment including groundwater and soil. Client is also committed to identifying responsible
parties and taking reasonable steps to avoid passing on the costs to its residents for the treatment
and remediation of soil and/or groundwater contamination.
2. Levin, Papantonio, Rafferty, Proctor, Buchanan, O’Brien, Barr, Mougey,
P.A.; Law Office of Kevin Madonna, PLLC; SL Environmental Law Group PC; Taft Stettinius
& Hollister, LLP; Douglas & London, P.C.; and Holloway Law Firm, P.A. (collectively the
“Firms”) have joined together to assist public entities facing the challenges posed by
contamination with per- and polyfluoroalkyl substances (“PFAS”). The Firms are experience
both in PFAS litigation and in the representation of public entities and water suppliers in cases
involving soil and groundwater contamination.
3. The purpose of this Legal Services Agreement (“LSA” or “Agreement”) is (i)
to enter into an attorney-client relationship between Client and the Firms (collectively, the “Parties”)
for the purpose of investigating and assessing potential claims arising out of the presence of PFAS
on Client’s property including but not limited to leachate from its landfill; and (ii) to provide for the
terms and conditions for the representation of Client in any civil action that may be filed in Florida
State Court and/or United States District Court and any proceeding by writ or appeal related to that
action filed on behalf of Client by the Firms (“Legal Action”).
II. INVESTIGATION AND ASSESSMENT OF POTENTIAL CLAIMS
A. PRE-LITIGATION SCOPE OF SERVICES.
1.Contaminants. Client has detected the presence of several PFAS
compounds (the “Contaminants” or “Contamination”) on its properties. The engineering,
construction, operation and maintenance of systems to remediate, treat and/or contain this
contamination has resulted in and will continue to result in significant financial costs to Client.
2.Investigation. Client has retained the Firms to assist Client in
investigating the presence of the Contaminants throughout the City and potential sources of the
Contamination, evaluate the potential to recover the costs associated with the Contamination,
provide advice, and represent Client in any Legal Action against parties potentially responsible
for the Contamination.
B. PRE-LITIGATION COSTS AND FEES.
1.Client. All costs associated with Client’s pre-litigation investigation of
the Contaminants, including those associated with water and/or soil sampling, laboratory testing
and engineering expenses shall be paid directly by Client. For the avoidance of doubt, nothing
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-2-
contained herein shall obligate Client to incur any costs to investigate the Contaminants beyond
what it has already expended.
2.The Firms. All costs and fees incurred by the Firms during any pre-
litigation investigation shall not be charged to Client nor recoverable by the Firms against Client
under this Agreement.
3.Other. Nothing contained herein should be interpreted to preclude
seeking recovery of such fees and costs incurred by either Party as part of any Legal Action that
may be filed pursuant to this Agreement. In addition, if the Firms file any Legal Action, the
Firms may use the time incurred for any investigation contemplated herein to support the
reasonableness of this Agreement.
C. RETENTION OF FIRM RATHER THAN PARTICULAR ATTORNEYS.
Client is retaining the Firms, not any particular attorney, and attorney services to be provided to
Client shall not necessarily be performed by any particular attorney.
D. DESIGNATION. Client designates its City Manager, Tim Bolduc as its authorized
representative to direct the Firms and to be the primary individual to communicate with the Firms
regarding the subject matter of its representation of Client under this Agreement. This designation is
intended to establish a clear line of authority and to minimize potential uncertainty, but not to
preclude communication between the Firms and other representatives of Client. Client may
designate additional authorized representatives at its discretion.
III. LITIGATION SERVICES
A. LITIGATION SERVICES TO BE PROVIDED.
1.Inclusions. It is the intent of the Parties that the Firms shall represent
Client in a civil action for damages in Florida State Court and/or the United States District Court as
well as in any proceeding by writ or appeal related to that action. The legal services to be provided
by the Firms consist of representation of Client with respect to:
a. The contamination of groundwater and/or soil by the Contaminants
or other contaminants identified during the investigation stage described in Section II of this
Agreement, as approved by Client and the Firms.
b. Claims and/or actions for damages sustained by Client as a result
of actual or threatened conduct relating to contamination of soil and/or groundwater, and any
past, present, and future costs incurred to remove the Contaminants from groundwater and/or
soil, and any related appeals in such actions.
2.Retention; Filing of Legal Action. The filing of any Legal Action
pursuant to this Agreement shall be at the discretion of the Parties. Nothing in this Agreement
shall be construed as obligating Client to retain the Firms in connection with any Legal Action or
obligating the Firms to file a Legal Action on behalf of Client.
B. LEGAL SERVICES SPECIFICALLY EXCLUDED.
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-3-
1.Exclusions. Legal services that are not to be provided by the Firms under
this Agreement specifically include, but are not limited to, the following:
a. Proceedings before any administrative or governmental agency,
department or board. However, at Client’s election, the Firms shall appear at such administrative
proceedings to protect Client’s rights to pursue any Legal Action filed pursuant to this Agreement,
without Client being assessed any additional attorneys’ fees in connection with such appearance.
b. Defending any legal action(s) against Client commenced by any
person, with the exception of any cross-complaints, counterclaims, or other third-party claims
filed in a Legal Action pursuant to this Agreement.
2.Additional Legal Services. If Client wishes to retain the Firms to provide
any legal services for additional compensation not provided under this Agreement, a separate
written agreement between the Firms and Client shall be required.
C. RESPONSIBILITIES OF ATTORNEY AND CLIENT.
1.The Firms Responsibilities. The Firms shall perform the legal services
called for under this Agreement, keep Client informed of progress and developments, and
respond promptly to Client’s inquiries and communications. The Firms shall provide status
reports to Client on a mutually agreeable schedule, as events reasonably warrant further
reporting, and at the further request of Client.
2.Client Responsibilities. Client shall cooperate with the Firms and keep
the Firms reasonably informed of developments in connection with any Legal Action.
3.Selection of Experts. The Firms and Client shall meet and confer
regarding selection and retention of experts in the Legal Action. Client shall not unreasonably
withhold approval of selection and retention of such experts. Client shall not be required to pay
for the selection or retention of experts. These costs will be advanced by the Firms and be
reimbursed pursuant to this Agreement only in the event of a recovery.
4.Settlement. The Firms shall not settle any Legal Action without the
approval of Client. Client shall have the absolute right to accept or reject any settlement. The
Firms shall notify Client promptly of the terms of any settlement offer received by the Firms.
5.Client Agreement Not to Use, Share, or Disclose the Firms’ Work
Product Outside the Context of this Legal Action. Client agrees that it shall not use or disclose
in any legal proceeding, case, or other context of any kind, other than this Legal Action, or share
or disclose to any person not a Party to this Agreement, any documents, work product, or other
information made available to or to which Client or their counsel acquire access through the
Firms or any co-counsel of the Firms, including any fact or expert materials produced and/or
generated in any prior discovery proceedings in any litigation involving E. I. du Pont de
Nemours and Company, The Chemours Company, and/or the 3M Company, without the express
written prior approval and consent of the Firms and all such other co-counsel of the Firms.
D. ATTORNEYS’ FEES.
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-4-
1.Contingent Fee. The amount the Attorneys shall receive as fee for the
legal services provided under this Agreement shall consist of a contingent fee of twenty-five
percent (“Contingent Fee”), which shall be calculated from the Gross Recovery (as defined
below)
2.Definitions Relevant to Attorneys’ Fees.
a. “Net Recovery” means the total value received by Client of all
Cash Recoveries plus Non-Cash Recoveries, whether awarded by Settlement or Final Judgment,
minus (i) all amounts owed by Client to any litigants in a Legal Action filed by the Firms on
behalf of Client and (ii) all court-awarded attorneys’ fees or costs received by Client from said
litigants. The amount of any Net Recovery shall not include any reductions for Costs.
b. “Gross Recovery” means the total value received by Client of all
Cash Recoveries plus Non-Cash Recoveries, whether awarded by Settlement or Final Judgment.
c. “Costs” include, but are not limited to, court filing fees, deposition
costs, expert fees and expenses, investigation costs, reasonable travel and hotel expenses,
messenger service fees, photocopying expenses, and process server fees. Items that are not to be
considered Costs, and that must be paid by Client without being either advanced or contributed
to by the Firms, include Client’s expenses incurred in providing information to the Firms or
defendants.
d. “Final Judgment” means any final, non-appealable court order or
judgment terminating any Legal Action filed pursuant to this Agreement and finally determining
the rights of any parties to the Legal Action where no issue is left for future consideration or
appeal.
e. “Settlement” refers to any voluntary agreement executed by Client
and any third party to this Agreement, whether resulting from a settlement conference,
mediation, or court stipulation, terminating any Legal Action filed pursuant to this Agreement
and finally determining the rights of parties to the Legal Action where no issue is left for future
consideration or appeal.
f. “Cash Recovery” means, without limitation, the total monetary
amount received by Client in a Settlement or Final Judgment arising from an actual or threatened
Legal Action by the Firms pursuant to this Agreement, including interest of any kind received by
Client.
g. “Non-Cash Recovery” means, without limitation, the fair market
value of any property delivered to Client, any services rendered for Client’s benefit, and any other
non-cash benefit, including but not limited to the construction, operation, and maintenance of one or
more water treatment facilities; delivery of replacement water; modification, alteration, construction
or operation of well(s) and/or any part of a public or private water system; or any other types of
injunctive and/or equitable relief conferred on Client, in a Settlement or Final Judgment of an actual
or threatened Legal Action by the Firms pursuant to this Agreement.
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h. “Present Value” means the interest rate of the one-year treasury bill
as reported by the United States Federal Reserve in the weekly Federal Reserve Statistical Release
closest in time to the date of the recovery for which the present value is being calculated.
i. “Reasonable Fees” or “Reasonable Attorney’s Fee” means such fees
as is reasonably determined by taking into account the amount of time spent on the Legal Action
by the Firms and associate counsel retained by the Firms, the value of that time, the complexity of
the Legal Action, the benefit conferred on Client, and the financial risk to the Firms and associate
counsel by their agreeing to represent Client in the Legal Action and to invest time and advance
Costs without compensation or reimbursement in the event that there is no Net Recovery or a Net
Recovery that does not fully compensate or reimburse the Firms and associate counsel for their
time and advanced Costs.
3.Calculation of Non-Cash Recovery.
a. For any Non-Cash Recovery resulting in the receipt of property,
the provision of services, or the receipt of other non-monetary benefits by Client, such property,
services, or other non-monetary benefits shall be deemed for purposes of this Agreement to have
been received by Client upon the execution of a Settlement or Final Judgment. The value of the
services shall be discounted to Present Value.
b. If any Non-Cash Recovery is awarded in a Final Judgment, or
before accepting any settlement offer that involves a Non-Cash Recovery, Client shall provide
the Firms with its estimate of the value of the Non-Cash Recovery. The Firms shall promptly
respond in writing, indicating whether the firms accept said estimate. If the Firms object to
Client’s estimate, the Parties shall proceed as set forth in Section III.G (“Disagreements
Concerning Value of Recoveries”). Nothing herein shall impede or restrict Client’s right to
include a Non-Cash Recovery in any Settlement, nor the Firms’ right to receive a Non-Cash
Recovery.
E. DISTRIBUTION OF PROCEEDS.
1.Pay-if-Paid; Option for Advance Payment. Receipt of any Net Recovery
by Client is a condition precedent to payment of any portion of the Contingent Fee by Client to
the Firms. Undisputed payment(s) of the Contingent Fee owed to the Firms in accordance with
Agreement shall be made no later than seven (7) days after receipt by Client of any Net
Recovery. Notwithstanding the foregoing, Client, in its sole and absolute discretion, may choose
to pay any Cash Recovery portion of the Contingent Fee prior to receipt of any Net Recovery by
Client (“Advance Payment”). Upon Client’s election to make an Advance Payment, Client shall
estimate the amount and timing of outstanding Cash Recoveries, treat all such outstanding
payments as constructively received by Client upon the execution of a Settlement or Final
Judgment requiring such payments, discount all such payments to their Present Value as of the
time of said Settlement or Final Judgment, and pay the Firms the Contingent Fee due on the
Present Value of such portion of the Cash Recovery at that time. Nothing herein shall be
construed to modify how any amount shall be distributed or the Parties’ remedies in this
Agreement upon a dispute over any estimate or amount due under this Agreement.
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Use of Monies Held in Trust. The firms are authorized to apply any funds received on behalf of
Client in connection with a Settlement or Final Judgment and held in the Firms’ trust account to the
payment of any Costs owed to third parties to this Agreement; provided that for any payments in
excess of $1,000, the Firms shall furnish copies of third party invoices for Client’s review at least
seven (7) days prior to making said payments.
F. REASONABLE FEE IF CONTINGENT FEE UNENFORCEABLE.
1.Reasonable Fee. In the event of a Final Judgment finding that the
Contingent Fee portion of this Agreement is unenforceable for any reason or that the Firms
cannot represent Client on a Contingent Fee basis, Client shall pay a reasonable fee for the
services rendered.
2.Fee Determination. The Parties shall use best efforts to negotiate a
reasonable fee. If the Parties fail to do so, said fee shall be determined by arbitration
proceedings before a mutually agreeable arbitration service, but absent such agreement, before
the Judicial Arbitration and Mediation Services (JAMS), with any costs of such proceedings born
equally by Client and the Firms.
G. DISAGREEMENTS CONCERNING VALUE OF RECOVERIES.
1.Procedure. In the event the Parties disagree with respect to the value of
any Contingent Fee, Net Recovery, Cash or Non-Cash Recovery, Costs (collectively, “Disputed
Recoveries”) or settlement offer, and the Parties cannot resolve the disagreement through good
faith negotiations, the Parties shall proceed as follows:
a. Each party shall select an appraiser qualified to conduct an appraisal
of the value of the Disputed Recoveries or settlement offer within five (5) days of any written
notice to the other party advising of a bona fide dispute that cannot be resolved by negotiations.
b. Each party’s selected appraiser shall then confer and select a third
qualified appraiser within five (5) days of said conference, and the third appraiser shall
determine the value of the Disputed Recoveries or settlement offer.
c. The third appraiser shall conduct an appraisal, and the valuation of
any Disputed Recoveries or settlement offer shall be final and binding, subject to appeal by
arbitration in the case of Disputed Recoveries as provided in Section VI.K (“Arbitration of
Disputes”).
2.Expenses. Client and the Firms shall each bear the expense of their own
selected appraiser, and Client and the Firms shall each pay one-half of the expenses of the third
appraiser.
H. COURT-AWARDED AND/OR SETTLEMENT-AWARDED ATTORNEYS’
FEES.
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1.Duty to Seek Attorneys’ Fees and Costs in Legal Action. Client may
obtain an award of Attorneys’ Fees and/or Costs in a Final Judgment or Settlement. The Firms
agree to seek any such award(s) in any Legal Action it files on behalf of Client.
2.Credit for Court-Awarded Fees and Costs. Any Attorneys’ Fees or Costs
awarded in connection with a Legal Action shall not be considered part of the Net Recovery for
purposes of calculating the Firms’ Contingent Fee but said fees and costs shall be applied as a
credit against Client’s obligation to pay the Firms’ Contingent Fee under this Agreement.
3.Court-Awarded Fees and Costs in Excess of Contingent Fee.
Notwithstanding any other provision of this Agreement, if court-awarded Attorneys’ Fees and
costs exceed the Contingent Fee to which the Firms would otherwise be entitled under this
Agreement, the amounts due to the Firms under this Agreement shall be the court-awarded fees
and costs, and Client shall receive all other amounts awarded in a Legal Action.
I. NEGOTIATED FEE. Client is informed that the Attorneys’ Fees provided for
herein are not set by law but rather are negotiable between the Firms and Client.
J. DIVISION OF ATTORNEYS’ FEES.
1.Division of Fees; Disclosure. The Firms may divide the fees and/or costs
to which it is entitled under this Agreement with another attorney or law firm retained as associate
counsel. The terms of such additional division, if any, shall be disclosed to Client. Client is
informed that, under the Rules of Professional Conduct of the State Bar of Florida, such a division
may be made only with Client’s written consent after a full disclosure to Client in writing that a
division of fees shall be made and of the terms of such division. The division of fees and costs
between the Firms has been separately provided to Client.
2.Retention of Associate Counsel. The Firms may retain associate counsel
to assist with litigating a Legal Action pursuant to this Agreement. The attorney or law firm
selected by the Firms shall be subject to Client’s approval.
K. COSTS.
1.Costs Advanced by the Firms; Interest. The Firms shall advance all
Costs incurred in connection with the Firms’ representation of Client under this Agreement.
Costs shall be advanced by the Firms and then paid by Client from any Net Recovery.
2.Reimbursement; Risk of Loss. The Firms shall be reimbursed for any
Costs before any distribution to Client. If there is no Net Recovery or the Net Recovery is
insufficient to reimburse the Firms in full for Costs advanced, the Firms shall bear the loss for
any Costs not reimbursed under this Agreement.
3.Defense of Attorneys’ Fees and Costs to Third Party. Notwithstanding
any provision of this Agreement to the contrary, the Firms shall defend Client in any motion
seeking an award of Attorneys’ Fees or costs against Client in any Legal Action brought under
this Agreement. Any costs incurred in such defense shall be treated as Costs for purposes of, and
in the manner provided by, this Agreement.
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IV. REPRESENTATION OF ADVERSE INTERESTS
A. DISCLOSURE.
1.Duty to Disclose; No Conflicts Identified. If any of the Firms have a
relationship with another party with interests adverse to Client, or with someone who would be
substantially affected by any action taken under this Agreement, the Rules of Professional Conduct
require the Firms to disclose that to Client so Client can evaluate whether that relationship causes
Client to have any concerns regarding any of the Firms’ loyalty, objectivity, or ability to protect
Client’s confidential information. To the extent required, the Client waives any conflict under
Florida’s Rules of Professional Conduct.
2.Representation of Other Clients; Waiver of Potential Conflicts. Client
understands that currently, and from time to time, the Firms represent other municipalities,
governmental agencies, governmental subdivisions, or investor-owned public water utilities in
other actions or similar litigation, and that such work is the focus of the Firms’ practice. Further,
Client understands that the Firms represent other clients in actions similar to what would be
brought under this Agreement and against the same potential defendants. Client understands that a
recovery obtained on behalf of another client in a similar suit against the same defendants could, in
theory, reduce the total pool of funds available from these same defendants to pay damages in a
Legal Action brought under this Agreement. Client understands that the Firms would not take on
this engagement if Client required the Firms to forgo representations like those described above.
Client has conferred with its own separate and independent counsel about this matter, and has
determined that it is in its own best interests to waive any and all potential or actual conflicts of
interest that may occur as the result of the Firms’ current and continuing representation of cities
and other water suppliers in similar litigations, because such waiver enables Client to obtain the
benefits of the Firms’ experience and expertise. Therefore, Client consents that the Firms may
continue to handle such work, and may take on similar new clients and matters, without disclosing
each such new matter to Client or seeking the consent of Client while representing it. The Firms
shall not, of course, take on such other work if it requires the Firms to be directly adverse to Client
while the Firms are still representing Client under this Agreement.
V. TERMINATION
A. DISCHARGE OF ATTORNEY.
1.Right to Discharge. Client may discharge the Firms at any time, with or
without cause, by written notice effective when received by the Firms. Client shall have the right
to terminate this Agreement with cause upon the Firms breach of this Agreement or its failure to
strictly adhere to the Florida Rules of Professional Conduct. Unless specifically agreed by the
Firms and Client, the Firms shall provide no further services and advance no further Costs on
Client’s behalf after receipt of the notice. If any or all of the Firms are Client’s attorney of
record in any proceeding, the Firms shall immediately execute and return a substitution-of-
attorney form.
2.Reimbursement of Costs; Fees. In the event the Firms are discharged
without cause before the conclusion of a Legal Action, Client shall (i) reimburse the Firms for
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any and all Costs advanced by the Firms for such Legal Action not later than thirty (30) days
from receipt of a reasonably detailed final cost accounting from the Firms, and (ii) upon the
conclusion of the Legal Action, pay the Firms a Reasonable Attorneys’ Fee for services
performed up to the point of the discharge. Nothing herein shall be construed to limit Client’s
rights and remedies in the event of a discharge of the Firms for cause.
B. WITHDRAWAL OF ATTORNEY.
1.Right to Withdraw. The Firms may withdraw from representation of Client
(i) with Client’s consent, (ii) upon court approval, or (iii) if no Legal Action is filed, for good cause
upon reasonable notice to Client. Good cause includes Client’s breach of this Agreement, Client’s
unreasonable refusal to cooperate with the Firms or to follow the Firms’ advice on a material
matter, or any other fact or circumstance that would render the Firms’ continuing representation
unlawful or unethical. Notwithstanding the Firms’ withdrawal for good cause, Client shall remain
obligated to pay the Firms and any associated counsel, out of the Net Recovery, a Reasonable Fee
for all services provided and to reimburse the Firms for all reasonable Costs advanced before the
withdrawal.
2.Withdrawal Without Cause. The Firms may terminate this Agreement at
any time, without cause, by giving Client not less than sixty (60) days prior written notice of
termination, said notice to specify the effective date of the termination. Where the Firms
terminate this Agreement without cause, the Firms shall not be entitled to the recovery of any
amount, regardless of the status of any pending Legal Action, and regardless of whether any
amounts have been or are subsequently received by Client.
VI. MISCELLANEOUS
A. LIEN. Client hereby grants the Firms a lien on any and all claims or causes of
action that are the subject of the Firms’ Contingent Fee and/or Costs advanced under this
Agreement. The Firms’ lien shall be for sums owed to the Firms for any unpaid Contingent Fee
or Costs at the conclusion of the Firms’ services. The lien shall attach to any Net Recovery
Client may obtain.
B. RELEASE OF CLIENT’S PAPERS AND PROPERTY. Upon the conclusion
of services under this Agreement, the Firms shall release promptly to Client on request all of
Client’s papers and property. “Client’s papers and property” includes correspondence,
deposition transcripts, exhibits, experts’ reports, legal documents, physical evidence, and other
items reasonably necessary to Client’s representation, regardless of whether Client has paid for
said documents or property.
C. INDEPENDENT CONTRACTOR. The relationship to Client of the Firms, and
any associate counsel or paralegal provided through the Firms, in the performance of services
hereunder, is that of independent contractor and not that of employee of Client, and no other
wording of this Agreement shall stand in derogation. The fees and expenses paid to the Firms
hereunder shall be deemed revenues or expense reimbursements of the Firms’ offices practices
and not remuneration for individual employment apart from the business of the individual Firm’s
law offices.
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D. NOTICES. All written notices and communications to Client relating to this
Agreement shall be mailed to or personally delivered to Client, addressed to: Tim Bolduc, City
Manager, 198 N. Wilson St., Crestview, FL 32539. Written notices and communications to the
Firms relating hereto shall be mailed to or personally delivered to Levin, Papantonio, Rafferty,
Proctor, Buchanan, O’Brien, Barr, Mougey, P.A., 316 S. Baylen St., Pensacola, Florida 32502,
unless and until the Firms given written notice to Client of a change in such office address.
E. CONFIDENTIALITY. This Agreement establishes the relation of attorney-
client between the parties hereto. The Firms shall hold all money and property of Client in trust
for Client’s benefit, with all funds deposited and managed in the Firms’ client trust account as
required by law. The Firms shall not divulge Client’s confidences and shall be entitled to the
candid cooperation of all Client’s employees in all matters related to the assigned files and any
related actions. Furthermore, this Agreement is an attorney-client communication and shall not
be disclosed by Client or the Firms to any third party, except as may otherwise be required by
law. In the event of a request, demand, or lawsuit to compel Client to provide a copy of this
Agreement or a description of its terms, the Firms shall work with Client to provide an
appropriate response and the Firms shall defend any such litigation at the Firms’ cost. Nothing
herein shall preclude the Firms and Client from agreeing together to disclose the Agreement or
its terms.
F. DISCLAIMER OF GUARANTEE. Although the Firms may offer an opinion
about possible results regarding the subject matter of this Agreement, the Firms cannot guarantee
any particular result. Client acknowledges that none of the Firms have made promises about the
outcome and that any opinion offered by the Firms in the future shall not constitute a guarantee.
G. ENTIRE AGREEMENT. This Agreement contains the entire agreement of the
parties. No other agreement, statement, or promise made on or before the effective date of this
Agreement shall be binding on the parties.
H. SEVERABILITY IN EVENT OF PARTIAL INVALIDITY. If any provision
of this Agreement is held in whole or in part to be unenforceable for any reason, the remainder of
that provision and of the entire agreement shall be severable and remain in effect.
I. MODIFICATION BY SUBSEQUENT AGREEMENT. This Agreement may
be modified by subsequent agreement of the parties only by an instrument in writing, approved
and executed in the same manner as the initial Agreement.
J. RECITALS; TITLES, SUBTITLES, HEADINGS. The recitals to this
Agreement are part of this Agreement, but all titles, subtitles, or headings in this Agreement have
been inserted for convenience, and shall not be deemed to affect the meaning or construction of
any of the terms or provisions of this Agreement.
K. ARBITRATION OF DISPUTES. Notwithstanding any other provision of this
Agreement, any disputes relating to the Firms’ Contingent Fee and/or arising out of this
Agreement may first be submitted to the State Bar’s program for arbitration of fee disputes. If a
fee dispute arises, the Firms shall provide Client with information about the State Bar program.
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L. VENUE IN ACTION ON AGREEMENT. In any dispute relating to the
Contingent Fee or other dispute arising out of this Agreement, the venue shall be Okaloosa
County, Florida.
M. GOVERNING LAW. The terms and provisions of this Agreement and the
performance of the parties hereunder shall be interpreted in accordance with, and governed by,
the laws of the State of Florida.
N. EFFECTIVE DATE OF AGREEMENT. The effective date of this Agreement
shall be the date when last executed by the Parties. Once effective, this Agreement shall,
however, apply to services provided by the Firms on this matter before its effective date.
O. AUTHORITY OF PARTIES. Each of the signatories to this Agreement
warrants that he or she has the authority to enter into and execute this Agreement and to bind the
entity or entities on whose behalf each sign.
P. EXECUTION. This Agreement may be executed by transmittal of electronic
(.pdf) signature counterparts.
The foregoing is agreed to by:
______________________ _______
J.B. Whitten, Mayor Date
City of Crestview
Attest: ______________________
Maryanne Schrader, City Clerk
______________________ _______
Kevin J. Madonna Date
Law Office of Kevin Madonna, PLLC
48 Dewitt Mills Rd
Hurley, NY 12443
______________________ ______
Ned McWilliams Date
Levin, Papantonio, Rafferty, Proctor,
Buchanan, O’Brien, Barr, Mougey, P.A.
316 S. Baylen Street
Pensacola, FL 32502
______________________ ______
Jon Holloway Date
Jonathan Holloway, P.A.
420 E. Pine Avenue
Crestview, FL 32539
______________________ ______
Michael A. London Date
Douglas and London, P.C.
59 Maiden Lane, 5th Floor
New York, NY 10038
______________________ ______
Alexander Leff Date
SL Environmental Law Group PC
201 Filbert Street, Suite 401
San Francisco, CA 94133
______________________ ______
Rob Bilott Date
Taft Stettinius & Hollister, LLP
425 Walnut St., Suite 1800
Cincinnati, OH 45202
Elizabeth, NJ 07208
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