HomeMy WebLinkAboutAgenda Council Agenda 050114CITY OF PALM BEACH GARDENS
COUNCIL AGENDA
May 1, 2014
7:00 P.M.
Mayor Premuroso
Vice Mayor Jablin
Council Member Russo
Council Member Tinsley
Council Member Levy
I. PLEDGE OF ALLEGIANCE
II. ROLL CALL
III. ADDITIONS, DELETIONS, MODIFICATIONS:
IV ANNOUNCEMENTS / PRESENTATIONS:
a. 2013 ANNUAL AUDIT REPORT.
V. ITEMS OF RESIDENT INTEREST AND BOARD/COMMITTEE REPORTS:
VI. CITY MANAGER REPORT:
VII. COMMENTS FROM THE PUBLIC: (For Items Not on the Agenda, please submit
request form to the City Clerk prior to this Item)
VIII. CONSENT AGENDA:
a. APPROVE MINUTES FROM APRIL 3, 2014 CITY COUNCIL MEETING.
b. PURCHASE AWARD — TRANSPORTATION SERVICES — SUMMER CAMP.
c. RESOLUTION 27, 2014 — LEGACY PLACE PCD. A RESOLUTION OF THE
CITY COUNCIL OF THE CITY OF PALM BEACH GARDENS, FLORIDA
APPROVING ADDITIONAL SPECIAL EVENTS FOR THE LEGACY PLACE
PLANNED COMMUNITY DEVELOPMENT (PCD), AS MORE PARTICULARLY
DESCRIBED HEREIN; PROVIDING CONDITIONS OF APPROVAL;
PROVIDING AN EFFECTIVE DATE; AND FOR OTHER PURPOSES.
d. RESOLUTION 28, 2014 - EMERGENCY PURCHASE TO D.S. EAKINS. A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM BEACH
GARDENS, FLORIDA RATIFYING AN EMERGENCY PURCHASE TO D.S.
EAKINS CONSTRUCTION CORPORATION FOR A STORM WATER PIPE
REPAIR UNDER GARDENS SQUARE BOULEVARD AND GARDEN LAKES
DRIVE; PROVIDING AN EFFECTIVE DATE; AND FOR OTHER PURPOSES.
e. RESOLUTION 33, 2014 — RECOGNIZING CITY ATTORNEY. A RESOLUTION
OF THE CITY COUNCIL OF THE CITY OF PALM BEACH GARDENS,
FLORIDA RECOGNIZING R. MAX LOHMAN, ESQ. AS THE CITY ATTORNEY
AND COMMEMORATING FIVE (5) YEARS OF SERVICE AS SAME;
PROVIDING A CONFLICTS CLAUSE AND AN EFFECTIVE DATE; AND FOR
OTHER PURPOSES.
PURCHASE AWARD — CHANGE ORDER FOR LIGHTHOUSE BRIDGE
REFURBISHMENT/REPAIRS.
g. PROCLAMATION — MUNICIPAL CLERKS WEEK.
h. PROCLAMATION — WATER REUSE WEEK — MAY 18-24, 2014
PROCLAMATION — NATIONAL PUBLIC WORKS WEEK.
PROCLAMATION — CIVILITY MONTH.
k. PROCLAMATION — NATIONAL POLICE WEEK.
PROCLAMATION — NATIONAL MISSING AND EXPLOITED CHILDREN'S DAY.
IX. PUBLIC HEARINGS: (* Designates Quasi -Judicial Hearing)
a. ORDINANCE 6, 2014 — ELECTIONS. (2ND READING AND ADOPTION). AN
ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PALM BEACH
GARDENS, FLORIDA AMENDING CHAPTER 26. ELECTIONS. AT SECTION
26-8. INITIATIVE AND REFERENDUM. BY REPEALING SUBSECTION (g) AND
READOPTING SAME, AS REVISED, IN ACCORDANCE WITH SECTION
163.031, FLORIDA STATUTES; PROVIDING THAT EACH AND EVERY OTHER
SECTION AND SUB -SECTION OF CHAPTER 26. ELECTIONS. SHALL
REMAIN IN FULL FORCE AND EFFECT AS PREVIOUSLY ADOPTED;
PROVIDING A CONFLICTS CLAUSE, A SEVERABILITY CLAUSE, AND
AUTHORITY TO CODIFY; PROVIDING AN EFFECTIVE DATE; AND FOR
OTHER PURPOSES.
b. ORDINANCE 7, 2014 — (1st READING). AMEND THE CITY'S LAND
DEVELOPMENT REGULATIONS (LDR'S). AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF PALM BEACH GARDENS, FLORIDA AMENDING
CHAPTER 78. LAND DEVELOPMENT. AT SECTION 78-228. LANDSCAPE
ELEMENTS. BY REPEALING AND READOPTING SUBSECTIONS (b)(1)b AND
(c), AS REVISED; FURTHER AMENDING SECTION 78-228. LANDSCAPE
ELEMENTS. BY DELETING SUBSECTIONS (c)(1) THROUGH (c)(4) IN THEIR
ENTIRETY; AMENDING SECTION 78-229. SIGNAGE AND OUTDOOR
DISPLAYS. BY REPEALING SUBSECTION (a)(2) AND READOPTING SAME,
AS REVISED, AND BY DELETING SUBSECTIONS (a)(3) AND (a)(4) IN
ORDER TO REPEAL DEADLINES FOR LANDSCAPING AND SIGNAGE
COMPLIANCE UNDER THE NORTHLAKE BOULEVARD OVERLAY ZONE;
PROVIDING THAT EACH AND EVERY OTHER SECTION AND SUBSECTION
OF CHAPTER 78. LAND DEVELOPMENT. SHALL REMAIN IN FULL FORCE
AND EFFECT AS PREVIOUSLY ADOPTED; PROVIDING A CONFLICTS
CLAUSE, A SEVERABILITY CLAUSE, AND AUTHORITY TO CODIFY;
PROVIDING AN EFFECTIVE DATE; AND FOR OTHER PURPOSES.
C. ORDINANCE 9, 2014 — (1ST READING). POLICE OFFICERS' RETIREMENT
TRUST FUND. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
PALM BEACH GARDENS, FLORIDA AMENDING CHAPTER 50. POLICE. OF
THE CODE OF ORDINANCES OF THE CITY OF PALM BEACH GARDENS,
FLORIDA AT ARTICLE III. POLICE OFFICERS' RETIREMENT TRUST FUND.
BY REPEALING SUBSECTION 50-62(c) AND READOPTING SAME, AS
REVISED; BY REPEALING SECTION 50-116. NORMAL RETIREMENT. AND
READOPTING SAME, AS REVISED; AND BY REPEALING SECTION 50-151.
ELIGIBILITY TO PARTICIPATE. AND READOPTING SAME, AS REVISED IN
ORDER TO IMPLEMENT THE TERMS OF THE COLLECTIVE BARGAINING
AGREEMENT BETWEEN THE CITY OF PALM BEACH GARDENS AND THE
PALM BEACH COUNTY POLICE BENEVOLENT ASSOCIATION; PROVIDING
THAT EACH AND EVERY OTHER SECTION AND SUB -SECTION OF
CHAPTER 50. POLICE. SHALL REMAIN IN FULL FORCE AND EFFECT AS
PREVIOUSLY ADOPTED; PROVIDING A CONFLICTS CLAUSE, A
SEVERABILITY CLAUSE, AND AUTHORITY TO CODIFY; PROVIDING AN
EFFECTIVE DATE; AND FOR OTHER PURPOSES.
X. RESOLUTIONS:
XI. ITEMS FOR COUNCIL ACTION/DISCUSSION:
XII. CITY ATTORNEY REPORT:
XIIL ADJOURNMENT
PLEASE TAKE NOTICE AND BE ADVISED that if any interested party wishes to appeal
any decision made by the City Council with respect to any matter considered at this public
hearing, such interested persons will need a record of the proceedings and may need to ensure
that a verbatim record is made, including the testimony and evidence upon which the appeal is
to be based.
In accordance with the Americans with Disabilities Act and Section 286.26, Florida Statutes,
persons with disabilities needing special accommodations in order to participate in this
proceeding are entitled to the provision of certain assistance at no cost. Please call the City
Clerk's Office at 561-799-4122 no later than 5 days prior to the hearing if this assistance is
required. For hearing impaired assistance, please call the Florida Relay Service Numbers:
800-955-8771 (TDD) or 800-955-8770 (VOICE).
NOTE:
All presentation materials must be received by
the City Clerk prior to the presentation to the Council.
2
rRampefl & Rampell, P.A.
certified public accountants
0
April 21, 2014
To Honorable Mayor, City Council
City of Palm Beach Gardens, Florida
We have audited the financial statements of the governmental activities, each major fund, and the
aggregate remaining fund information of the City of Palm Beach Gardens, Florida for the year
ended September 30, 2013. Professional standards require that we provide you with information
about our responsibilities under generally accepted auditing standards and Government Auditing
Standards, as well as certain information related to the planned scope and timing of our audit. We
have communicated such information in our letter to you dated October 24, 2013. Professional
standards also require that we communicate to you the following information related to our audit.
Significant Audit Findines
Qualitative Aspects of Accounting Practices
Management is responsible for the selection and use of appropriate accounting policies. The sig-
nificant accounting policies used by the City of Palm Beach Gardens, Florida are described in
Note 1 to the financial statements.
As described in Note 1 to the financial statements, the City changed an accounting policy related
to deferred inflows/outflows of resources by adopting Statement of Governmental Accounting
Standards (GASB Statement) No. 63, Financial Reporting of Deferred Outflows of Resources,
Deferred Inflows of Resources, and Net Position and Statement No. 65, Items Previously Report-
ed as Assets and Liabilities in Fiscal Year 2013.
We noted no transactions entered into by the City during the year for which there is a lack of au-
thoritative guidance or consensus. All significant transactions have been recognized in the finan-
cial statements in the proper period.
Accounting estimates are an integral part of the financial statements prepared by management and
are based on management's knowledge and experience about past and current events and assump-
tions about future events. Certain accounting estimates are particularly sensitive because of their
significance to the financial statements and because of the possibility that future events affecting
them may differ significantly from those expected. The most sensitive estimates affecting the City
of Palm Beach Gardens, Florida's financial statements were:
Management's estimate of the annual pension cost and the actuarial accrued lia-
bility for Police, Fire, and General Employees pension plans is based on actuarial
valuations of the pension plans. The actuaries relied on employee data and other
plan information provided by the City. In addition, multiple assumptions were
factored into the analysis by the actuaries and these assumptions are more fully
described in Note 8 to the financial statements.
223 Sunset Avenue ♦ Suite 200 ♦ Palm Beach, FL 33480 ♦ TEL (561) 655-5855 ♦ FAX (561) 655-7688
Honorable Mayor, City Council
City of Palm Beach Gardens, Florida
April 21, 2014
Page 2
Management's estimate of the net other post employment benefits obligation is based on
an actuarial valuation. The actuary relied on employee data, plan information and claims
data provided by the City. In addition, multiple assumptions were factored into the anal-
ysis by the actuary and these assumptions are more fully described in Note 9 to the finan-
cial statements.
Management's estimate of incurred but not reported claims (IBNR) was developed by an
employee benefit consulting service. The analysis is based on actual medical and pre-
scription claims paid through September 30, 2013.
Management's estimate of depreciation on property, plant and equipment is computed us-
ing the straight-line method over useful lives that range from 75 years for drainage struc-
tures to 3 years for machinery and equipment.
Management's estimate of the allowance for doubtful accounts for emergency medical
services provided is determined based on the age of the individual receivable. Generally,
the allowance includes accounts over 60 days past due.
We evaluated the key factors and assumptions used to develop these estimates at September 30, 2013, in
determining that they are reasonable in relation to the financial statements taken as a whole.
The financial statement disclosures are neutral, consistent, and clear.
Difficulties Encountered in Performing the Audit
We encountered no significant difficulties in dealing with management in performing and completing our
audit.
Corrected and Uncorrected Misstatements
Professional standards require us to accumulate all known and likely misstatements identified during the
audit, other than those that are clearly trivial, and communicate them to the appropriate level of manage-
ment. There were no known or likely misstatements identified during the audit.
Disagreements with Management
For purposes of this letter, a disagreement with management is a financial accounting, reporting, or audit-
ing matter, whether or not resolved to our satisfaction, that could be significant to the financial statements
or the auditor's report. We are pleased to report that no such disagreements arose during the course of our
audit.
Management Representations
We have requested certain representations from management that are included in the management repre-
sentation letter dated April 18, 2014.
0
Honorable Mayor, City Council
City of Palm Beach Gardens, Florida
April 21, 2014
Page 3
Management Consultations with Other Independent Accountants
In some cases, management may decide to consult with other accountants about auditing and accounting mat-
ters, similar to obtaining a "second opinion" on certain situations. If a consultation involves application of an
accounting principle to the governmental unit's financial statements or a determination of the type of auditor's
opinion that may be expressed on those statements, our professional standards require the consulting accountant
to check with us to determine that the consultant has all the relevant facts. To our knowledge, there were no such
consultations with other accountants.
Other Audit Findings or Issues
We generally discuss a variety of matters, including the application of accounting principles and auditing stand-
ards, with management each year prior to retention as the governmental unit's auditors. However, these discus-
sions occurred in the normal course of our professional relationship and our responses were not a condition to
our retention.
Other Matters
With respect to the supplementary information accompanying the financial statements, we made certain inquir-
ies of management and evaluated the form, content, and methods of preparing the information to determine that
the information complies with accounting principles generally accepted in the United States of America, the
method of preparing it has not changed from the prior period, and the information is appropriate and complete in
relation to our audit of the financial statements. We compared and reconciled the supplementary information to
the underlying accounting records used to prepare the financial statements or to the financial statements them-
selves.
This information is intended solely for the use of Mayor, City Council and management of the City of Palm
Beach Gardens, Florida and is not intended to be, and should not be, used by anyone other than these specified
parties.
Rampell & Rampell, P.A.
Palm Beach, Florida
IN
` •- n =. 1, ,_. Fi i;: v�, ,a�;
Comprehensive Annual Financial Report
For the Fiscal Year Ended
September 30, 2013
City of Palm Beach Gardens, Florida
Comprehensive Annual Financial Report
Year Ended September 30, 2013
PREPARED BY
THE FINANCE DEPARTMENT
City of Palm Beach Gardens, Florida
Table of Contents
Introductory Section
Letter of Transmittal iii
Principal City Officials vii
Organization Chart viii
Certificate of Achievement for Excellence in Financial Reporting ix
Financial Section
Report of Independent Certified Public Accountants 5
Management's Discussion and Analysis 9
Basic Financial Statements:
Government -Wide Financial Statements:
Statement of Net Position
23
Statement of Activities
24
Fund Financial Statements:
Governmental Funds:
Balance Sheet — Governmental Funds
26
Reconciliation of the Governmental Funds Balance Sheet
to the Statement of Net Position
28
Statement of Revenues, Expenditures and Changes in
Fund Balances — Governmental Funds
30
Reconciliation of the Statement of Revenues, Expenditures and
Changes in Fund Balances of the Governmental Funds to the
Statement of Activities
32
Proprietary Funds:
Statement of Net Position — Proprietary Funds
34
Statement of Revenues, Expenses and Changes in Net Position —
Proprietary Funds
35
Statement of Cash Flows — Proprietary Funds
36
Fiduciary Funds:
Statement of Net Position — Fiduciary Funds
38
Statement of Changes in Net Position — Fiduciary Funds
39
Notes to Basic Financial Statements
43
Required Supplementary Information
Budgetary Comparison Schedule — General Fund 72
Schedule of Funding Progress 76
Schedule of Employer Contributions 77
Schedule of OPEB Funding Progress 78
Notes to Required Supplementary Information 79
Financial Section (continued)
Combining and Individual Fund Financial Statements and Schedules:
Other Governmental Funds
85
Combining Balance Sheet — Other Governmental Funds
86
Combining Statement of Revenues, Expenditures and Changes in
Fund Balances — Other Governmental Funds
90
Schedule of Revenues, Expenditures and Changes in Fund Balances —
Budget and Actual — Police Training — Special Revenue Fund
94
Schedule of Revenues, Expenditures and Changes in Fund Balances —
Budget and Actual — Recreation Programs — Special Revenue Fund
95
Schedule of Revenues, Expenditures and Changes in Fund Balances —
Budget and Actual — Golf Course — Special Revenue Fund
96
Schedule of Revenues, Expenditures and Changes in Fund Balances —
Budget and Actual — Local Option Gas Tax — Special Revenue Fund
97
Schedule of Revenues, Expenditures and Changes in Fund Balances —
Budget and Actual — Recreation Impact — Capital Projects Fund
98
Schedule of Revenues, Expenditures and Changes in Fund Balances —
Budget and Actual — Road Impact — Capital Projects Fund
99
Schedule of Revenues, Expenditures and Changes in Fund Balances —
Budget and Actual — Police Impact — Capital Projects Fund
100
Schedule of Revenues, Expenditures and Changes in Fund Balances —
Budget and Actual — Fire Impact — Capital Projects Fund
101
Schedule of Revenues, Expenditures and Changes in Fund Balances —
Budget and Actual — Art Impact — Capital Projects Fund
102
Combining Statement of Net Position — Internal Service Funds
103
Combining Statement of Revenues, Expenses and Changes in Net
Position — Internal Service Funds
104
Combining Statement of Cash Flows — Internal Service Funds
105
Combining Statement of Fiduciary Net Position — Pension Trust Funds
107
Combining Statement of Changes in Fiduciary Net Position —
Pension Trust Funds
108
Statistical Section
Index 111
Financial Trends:
Table 1 — Net Position by Component 112
Table 2 — Changes in Net Position 114
Table 3 — Fund Balances of Governmental Funds 118
Table 4 — Changes in Fund Balances of Governmental Funds 120
Statistical Section (continued)
Revenue Capacity:
Table 5 —
Net Assessed Value and Estimated Actual Value of Taxable
Property
122
Table 6 —
Property Tax Rates — Direct and Overlapping Governments
124
Table 7 —
Principal Property Taxpayers
126
Table 8 —
Property Tax Levies and Collections
127
Debt Capacity:
Table 9 —
Ratios of Outstanding Debt by Type
128
Table 10
— Ratios of General Bonded Debt Outstanding
130
Table 11
— Direct and Overlapping Governmental Activities Debt
131
Table 12
— Pledged Revenue Coverage
132
Demographic
and Economic Information:
Table 13
— Demographic and Economic Statistics
134
Table 14
— Principal Employers
135
Operating Information:
Table 15
— Full-time Equivalent City Government Employees by Function
136
Table 16
— Operating Indicators by Function/Program
138
Table 17
— Capital Assets Statistics by Function/Program
140
Compliance Section
Independent Auditor's Report on Internal Control Over
Financial Reporting and on Compliance and Other Matters
Based on an Audit of Financial Statements Performed in 143
Accordance with Government Auditing Standards
Management Letter In Accordance with the Rules of the Auditor General of
the State of Florida 145
INTRODUCTORY SECTION
This page intentionally left blank.
CITY OF PALM BEACH GARDENS
10500 N. Military Trail • Palm Beach Gardens, Florida 33410-4698
April 18, 2014
To the Honorable Mayor, Members of the Governing Council, and Citizens of the City of Palm Beach
Gardens, Florida
State law requires that all general-purpose local governments publish within nine months of the close of each
fiscal year a complete set of financial statements presented in conformity with accounting principles generally
accepted in the United States of America ("GAAP") and audited in accordance with generally accepted
auditing standards by a firm of licensed certified public accountants. Pursuant to that requirement, we
hereby issue the comprehensive annual financial report of the City of Palm Beach Gardens, Florida for the
year ended September 30, 2013.
This report consists of management's representations concerning the finances of the City of Palm Beach
Gardens. Consequently, management assumes full responsibility for the completeness and reliability of all
the information presented in this report. To provide a reasonable basis for making these representations,
management of the City of Palm Beach Gardens has established a comprehensive internal control
framework that is designed both to protect the government's assets from loss, theft, or misuse and to
compile sufficient reliable information for the preparation of the City of Palm Beach Gardens' financial
statements in conformity with GAAP. Because the cost of internal controls should not outweigh their
benefits, the City of Palm Beach Gardens' comprehensive framework of internal controls has been designed
to provide reasonable, rather than absolute assurance that the financial statements will be free from material
misstatement. As management, we assert that to the best of our knowledge and belief, this financial report
is complete and reliable in all material respects.
The City of Palm Beach Gardens' financial statements have been audited by Rampell and Rampell, P.A., a
firm of licensed certified public accountants. The goal of the independent audit was to provide reasonable
assurance that the financial statements of the City of Palm Beach Gardens for the year ended September
30, 2013, are free of material misstatement. The independent audit involved examining, on a test basis,
evidence supporting the amounts and disclosures in the financial statements; assessing the accounting
principles used and significant estimates made by management; and evaluating the overall financial
statement presentation. The independent auditor concluded, based upon the audit, that there was a
reasonable basis for rendering an unmodified opinion that the City of Palm Beach Gardens' financial
statements for the year ended September 30, 2013, are fairly presented in conformity with GAAP. The
independent auditor's report is presented as the first component of the financial section of this report.
GAAP requires that management provide a narrative introduction, overview, and analysis to accompany the
basic financial statements in the form of Management's Discussion and Analysis ("MD&A"). This letter of
transmittal is designed to complement MD&A and should be read in conjunction with it. The City of Palm
Beach Gardens' MD&A can be found immediately following the report of the independent auditors.
Profile of the Government
Palm Beach Gardens, incorporated in 1959, is located in the southeastern part of Florida, approximately 7
miles north of West Palm Beach and 70 miles north of Miami. The City currently has a land area of 56
square miles, making it one of the largest cities in Palm Beach County, and has a population of 49,434. The
City is empowered to levy a property tax on real property located within its boundaries. The City also has the
power by state statute to extend its corporate limits by annexation, which is done periodically when deemed
appropriate by the City Council.
The City of Palm Beach Gardens has operated under the Council -Manager form of government from its
inception. Policy -making and legislative authority are vested in the Governing Council, which consists of a
mayor and four Council Members. The Governing Council is responsible, among other things, for passing
ordinances, adopting the budget, appointing committees and hiring the City Manager and City Attorney. The
City Manager is responsible for carrying out the policies and ordinances of the Governing Council, for
overseeing the day-to-day operations of the City and for appointing the heads of the City's departments. The
Council is elected on a non -partisan basis. Council Members are elected to three-year staggered terms, with
two Council Members elected one year and three Council Members the following year. Council Members
are elected at large; the mayor is selected annually from among the Council Members by the Council
Members themselves.
The City of Palm Beach Gardens provides a full range of services, including police and fire protection; the
construction and maintenance of highways, streets, and other infrastructure; and recreational activities and
cultural events. Water and sewer services are provided through Seacoast Utilities, a legally separate Water
and Sewer Authority, which functions totally independent of the City of Palm Beach Gardens, and therefore
has not been included as an integral part of the City of Palm Beach Gardens' financial statements. There
are no component units of the City of Palm Beach Gardens at this time.
The annual budget serves as the foundation for the City of Palm Beach Gardens' financial planning and
control. All departments of the City of Palm Beach Gardens are required to submit requests for appropriation
to the City Manager in March each year. The City Manager uses these requests as the starting point for
developing a proposed budget. The City Manager then presents this proposed budget to the Council for
review prior to July 31. The Council is required to hold two public hearings on the proposed budget and to
adopt a final budget no later than September 30, the close of the City of Palm Beach Gardens' fiscal year.
The appropriated budget is prepared by fund, function (e.g., public safety), and department (e.g., police).
The budget may be amended in several ways. An intradepartmental or interdepartmental transfer within the
same fund may be authorized by the City Manager. A transfer between different funds may be authorized
initially by the City Manager, subject to approval within 30 days by resolution adopted by the City Council. A
third way is a transfer from the contingency account of the City Council, which may be authorized only by
resolution adopted by the Council; except that, in the event of an emergency declared by the Manager, such
a transfer may be made initially upon authorization of the Manager, subject to approval within 30 days by
resolution adopted by the Council. Any increase in the total appropriations for a fund must be approved by
ordinance of the Council. Budget -to -actual comparisons are provided in this report for each individual
governmental fund for which an appropriated annual budget has been adopted. For the general fund, this
comparison is presented on pages 72-75.
Local Economy. The City of Palm Beach Gardens has evolved into an upscale community with the current
tax base of the City reflecting a dependence on residential tax assessments with approximately 79% of ad
valorem taxes generated by the residential component. Additionally, the City does not assess many of the
traditional taxes that other municipalities use for generating revenue, but rather, it primarily depends on ad
valorem taxes to fund services. Residents are not assessed additional taxes for utility, solid waste, storm
water, or fire rescue; and pay a minimal amount in communication services taxes. The City has opted to pay
for these services out of ad valorem assessments.
Because the City of Palm Beach Gardens has been fortunate to have land mass that has been available for
residential development, the reliance on ad valorem taxation has not been a major concern in past years.
However, as the City approaches build -out, it is prudent to diversify the tax base in lieu of the escalating
costs of providing services to residents. in January 2008, Florida voters approved Amendment 1, which
granted an additional $25,000 Homestead Exemption, exempted the first $25,000 of tangible personal
property from taxation, provided portability of up to $500,000 of the Save Our Homes Exemption on sales of
properties, and limited increases in the assessed value of non -homesteaded properties to 10%. The effect
iv
on the City's tax revenues was substantial, and necessitated the exploration of alternate funding sources and
expenditure reductions to maintain current levels of services.
In an effort to diversify and thus stabilize the economic base, the City of Palm Beach Gardens realized the
need to attract industries and employers. Before state and local officials began courting The Scripps
Research Institute, the City adopted an Economic Development Element in the City's Comprehensive Plan in
January, 2005. Its adoption indicated the City's commitment to its economic goal to achieve a balanced and
diversified economy which is compatible with the City's quality built environment and protects important
natural resources. The City adopted policies in order to attain the objectives of a balanced and diversified
economy, moderate seasonality in employment, increase opportunity for small business enterprises, improve
the availability of education and training opportunities, and maintain the balance between man-made and
natural environments. Based on the skill sets of the citizenry (available work force) and demographic data
collected, growth in targeted cluster industries such as biotechnology, communications, information
technology, medical products, marine biology, aerospace research, and associated ancillary businesses
would be encouraged. The City has committed a portion of fund balance that will be used to provide future
economic incentives as a way to attract companies in these industries.
Major industries with headquarters or divisions located within the government's boundaries or in close
proximity include bioscience, security, medical manufacturing, education, health care, financial services, and
leisure service industries. Major employers include G4S Headquarters, Palm Beach Gardens Medical
Center, Palm Beach County School Board, PGA National Resort & Spa, TBC Corp, Biomet 3i, Belcan
Engineering Group, Cross Match Technologies, and Anspach Companies. The bioscience industry will
continue to grow rapidly within the City's boundaries as the expansion of the Scripps Research Institute
develops.
The location of the Scripps Research Institute will further the goals of the Economic Development Element of
the City of Palm Beach Gardens Comprehensive Plan and will ensure a diversified economy, shift ad
valorem tax revenues away from the residential component, encourage growth in cluster industries that
provide high -wage employment, and complement changing economic conditions. The development will not
only include the Scripps Research facility, and its related spin-off businesses, but also residential units,
schools, recreational facilities, and general commercial areas.
Phase I of the Scripps Florida development has been completed and included the construction of the Scripps
Florida headquarters. The campus includes three buildings with 350,000 square feet of laboratory and
administrative space. Germany's Max Planck Society building has also been completed on a 100,000
square foot biomedical research facility located next to Scripps Florida on six acres at Florida Atlantic
University in Jupiter.
Phase II of the Scripps Florida development is a proposed multi -use master plan community within the City
of Palm Beach Gardens located on approximately 683 acres of the Briger site. The proposed project
includes 2,600,000 square feet of industrial/research, 1,200,000 square feet of office space, 500,000 square
feet of retail space, 300 hotel rooms and 2,700 dwelling units. The proposed Scripps -Florida Phase II will
generate 8,652 permanent full time jobs and 9,478 new full time and part time jobs for the local economy
over the next two decades.
In July of 2013, Florida Power & Light (FPL) was granted approval by the City for a master plan to develop a
1,000,000 square foot corporate headquarter within the City that will employ up to 3,500 people.
The City of Palm Beach Gardens had an unemployment rate of 4.9%. This rate compares favorably to the
state of Florida rate of 6.8% and to the national unemployment rate of 7.2%. With the prospect of a major
biotech medical research facility expanding within the City and the addition of a number of corporate
headquarters, future employment within the City appears more than stable.
Long-term financial planning. As mentioned previously, the Scripps Research Institute will be located at
the parcel of land known as the Briger site. Phase I of the Scripps project has recently been completed and
encompasses 350,000 square feet of building within the Town of Jupiter on 30 acres on the Abacoa FAU
campus. The remainder of the Scripps Florida program or 1.6 million square feet will be accommodated on
70 acres of the Briger site which is located within the City of Palm Beach Gardens.
The Scripps Florida development presents many opportunities for the future financial stability of the City.
However, there are also many challenges that will need to be dealt with. There will be quality of life issues
that the City must face, such as transportation, roads, education, recreation, public safety and general
government levels of services that must not be compromised for either existing or future residents.
Unassigned fund balance in the general fund (39% of total general fund expenditures) exceeds the policy
guideline of a minimum of 17%. Due to future uncertainties related to the current economic and financial
crisis along with changes to tax reform, the City is dedicated to maintaining a strong fund balance position
throughout the coming fiscal years.
Major Initiatives. During 2013, there were several projects that will further enhance the City's parks,
facilities, and roadways. Three major projects included the Golf Course Modernization project, the
construction of a new fire station, and the Plant/Lilac Park improvement project.
The Golf Course Modernization project will be completed during the next fiscal year and includes
improvements to the irrigation system, playing surfaces, drainage upgrades, and other course improvements.
The project was 85% complete as of September 30, 2013.
A new fire station was approved during the fiscal year but construction will begin during the next fiscal year.
Funding was received in the amount of $2.6 million.
The Plant/Lilac Park Improvement project includes the construction of restrooms and concession stands at
both Lilac and Plant Drive parks as well as installation of additional fencing, parking, and other amenities to
improve the current use. The project was 61 % complete as of September 30, 2013.
Awards and Acknowledgements
The Government Finance Officers Association ("GFOK) awarded a Certificate of Achievement for
Excellence in Financial Reporting to the City of Palm Beach Gardens for its comprehensive annual financial
report ("CAFR") for the year ended September 30, 2012. This was the eighteenth consecutive year that the
government has received this prestigious award. In order to be awarded a Certificate of Achievement, the
government published an easily readable and efficiently organized CAFR. This report satisfied both GAAP
and applicable legal requirements.
A Certificate of Achievement is valid for a period of one year only. We believe that our current CAFR
continues to meet the Certificate of Achievement Program's requirements and we are submitting it to the
GFOA to determine its eligibility for another certificate.
The GFOA also awarded the Award for Distinguished Budget Presentation to the City of Palm Beach
Gardens for its operating and capital improvements budget for the year ended September 30, 2013. In order
to qualify for the Distinguished Budget Presentation Award, the City's budget document was judged to be
proficient in several categories, including as a policy document, a financial plan, an operations guide, and a
communications device.
The preparation of this report would not have been possible without the efficient and dedicated services of
the entire staff of the Finance Department. We would like to express our appreciation to all members of the
department who assisted and contributed to the preparation of this report. Credit also must be given to the
Mayor and the Governing Council for their unfailing support for maintaining the highest standards of
professionalism in the management of the City of Palm Beach Gardens' finances.
Respectfully sub ed,
Ron Ferris
City Manager
Allan Owens, CPA, CGFO
Finance Administrator
vi
City of Palm Beach Gardens, Florida
Principal City Officials
As of September 30, 2013
TITLE NAME
Mayor
Robert G. Premuroso
Vice -Mayor
Eric Jablin
Council Member
Joseph R. Russo
Council Member
Marcie Tinsley
Council Member
David Levy
City Manager
Ronald M. Ferris
Deputy City Manager
Jack Doughney
City Attorney
Corbett & White, P.A.
City Clerk
Patricia Snider
Finance Administrator
Allan Owens
Human Resources Administrator
Sheryl Stewart
Information Technology Administrator
Eric Holdt
Chief of Police
Stephen Stepp
Fire Chief
Michael Southard
vii
City of Palm Beach Gardens, Florida
Organization Chart
Administration Information i -' IPolice Planning &
Technology Manager Zoning
Public Parks & Construction Engineering Neighborhood Golf Recreation
Grounds Services Services
Facilites
VIII
Governnicn[ Finance Officers Association
Certificate of
Achievement
for Excellence
in Financial
Reporting
Presentcd:o
City of Palen Beach Gardens
Florida
For its Comprchcnsivc: Annual
Financial Report
for the Fiscal Year Ended
September 30, 2012
Exccutive Dirccctor/CEO
FINANCIAL SECTION
This page intentionally left blank.
REPORT OF INDEPENDENT
CERTIFIED PUBLIC ACCOUNTANTS
This page intentionally left blank.
2
Rampe11 & Rampell, P.A.
certified public accountants
0
REPORT OF INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS
To the Honorable Mayor, City Council
City of Palm Beach Gardens, Florida
Report on the Financial Statements
We have audited the accompanying financial statements of the governmental activities, each major
fund, and the aggregate remaining fund information of City of Palm Beach Gardens, Florida as of
and for the year ended September 30, 2013, and the related notes to the financial statements, which
collectively comprise the City's basic financial statements as listed in the table of contents.
Management's Responsibility for the Financial Statements
Management is responsible for the preparation and fair presentation of these financial statements in
accordance with accounting principles generally accepted in the United States of America; this in-
cludes the design, implementation, and maintenance of internal control relevant to the preparation
and fair presentation of financial statements that are free from material misstatement, whether due to
fraud or error.
Auditor's Responsibility
Our responsibility is to express opinions on these financial statements based on our audit. We did
not audit the financial statements of the City of Palm Beach Gardens, Florida's Police Officers' Pen-
sion Fund and the City of Palm Beach Gardens, Florida's Firefighters' Pension Fund (collectively, the
Pension Trust Funds), which represents 98% of the total assets and total additions of the Fiduciary
Funds of the City of Palm Beach Gardens, Florida. Those financial statements were audited by other
auditors whose reports thereon have been furnished to us, and our opinion, insofar as it relates to
the amounts included for the Pension Trust Funds, is based solely on the reports of the other audi-
tors. We conducted our audit in accordance with auditing standards generally accepted in the United
States of America and the standards applicable to financial audits contained in Government Auditing
Standards, issued by the Comptroller General of the United States. Those standards require that we
plan and perform the audit to obtain reasonable assurance about whether the financial statements
are free from material misstatement.
An audit involves performing procedures to obtain audit evidence about the amounts and disclosures
in the financial statements. The procedures selected depend on the auditor's judgment, including the
assessment of the risks of material misstatement of the financial statements, whether due to fraud or
error. In making those risk assessments, the auditor considers internal control relevant to the entity's
preparation and fair presentation of the financial statements in order to design audit procedures that
are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effec-
tiveness of the entity's internal control. Accordingly, we express no such opinion. An audit also in-
cludes evaluating the appropriateness of accounting policies used and the reasonableness of signifi-
cant accounting estimates made by management, as well as evaluating the overall presentation of
the financial statements.
We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis
for our audit opinions.
Opinions
In our opinion, the financial statements referred to above present fairly, in all material respects, the
respective financial position of the governmental activities, each major fund, and the aggregate re-
maining fund information of the City of Palm Beach Gardens, Florida, as of September 30, 2013, and
the respective changes in financial position, and, where applicable, cash flows thereof for the
223 Sunset Avenue ♦ Suite 200 ♦ Palm Beach, FL 33480 ♦ TEL (561) 655-5855 ♦ FAX (561) 655-7688
5
year then ended in accordance with accounting principles generally accepted in the United States of America.
Other Matters
Required Supplementary Information
Accounting principles generally accepted in the United States of America require that the management's
discussion and analysis on pages 9 through 19 and the budgetary comparison schedule, schedules of funding
progress and employer contributions for the defined benefit pension plans, and the schedule of funding progress
for other postemployment benefits on pages 72 through 81 be presented to supplement the basic financial
statements. Such information, although not a part of the basic financial statements, is required by the
Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for
placing the basic financial statements in an appropriate operational, economic, or historical context. We have
applied certain limited procedures to the required supplementary information in accordance with auditing
standards generally accepted in the United States of America, which consisted of inquiries of management
about the methods of preparing the information and comparing the information for consistency with
management's responses to our inquiries, the basic financial statements, and other knowledge we obtained
during our audit of the basic financial statements. We do not express an opinion or provide any assurance on
the information because the limited procedures do not provide us with sufficient evidence to express an opinion
or provide any assurance.
Other Information
Our audit was conducted for the purpose of forming opinions on the financial statements that collectively
comprise the City of Palm Beach Gardens, Florida's basic financial statements. The introductory section,
combining and individual nonmajor fund financial statements, and statistical section, are presented for purposes
of additional analysis and are not a required part of the basic financial statements.
The combining and individual nonmajor fund financial statements are the responsibility of management and
were derived from and relate directly to the underlying accounting and other records used to prepare the basic
financial statements. Such information has been subjected to the auditing procedures applied in the audit of the
basic financial statements and certain additional procedures, including comparing and reconciling such
information directly to the underlying accounting and other records used to prepare the basic financial
statements or to the basic financial statements themselves, and other additional procedures in accordance with
auditing standards generally accepted in the United States of America. In our opinion, the combining and
individual nonmajor fund financial statements are fairly stated in all material respects in relation to the basic
financial statements as a whole.
The introductory and statistical sections have not been subjected to the auditing procedures applied in the audit
of the basic financial statements and, accordingly, we do not express an opinion or provide any assurance on
them.
Other Reporting Required by Government Auditing Standards
In accordance with Government Auditing Standards, we have also issued our report dated April 18, 2014, on our
consideration of the City of Palm Beach Gardens, Florida's internal control over financial reporting and on our
tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other
matters. The purpose of that report is to describe the scope of our testing of internal control over financial
reporting and compliance and the results of that testing, and not to provide an opinion on internal control over
financial reporting or on compliance. That report is an integral part of an audit performed in accordance with
Government Auditing Standards in considering City of Palm Beach Gardens, Florida's internal control over
financial reporting and compliance.
Rampell & Rampell, P.A.
Palm Beach, Florida
April 18, 2014
0
MANAGEMENT'S DISCUSSION AND ANALYSIS
This page intentionally left blank.
City of Palm Beach Gardens, Florida
Management's Discussion and Analysis
As management of the City of Palm Beach Gardens, Florida (the "City"), we offer readers of the City's financial
statements this narrative overview and analysis of the financial activities of the City for the year ended September
30, 2013. Readers are encouraged to consider the information presented here in conjunction with additional
information that is furnished in the letter of transmittal, which can be found on pages iii to vi of this report.
Financial Highlights
• The assets and deferred outflows of resources of the City of Palm Beach Gardens exceeded its liabilities
at the close of the most recent fiscal year by $110.3 million (net position). Of this amount, $29.0 million
(unrestricted net position) may be used to meet the ongoing obligations to citizens and creditors. During
the year ended September 30, 2013, the City's net position increased by approximately $4.8 million.
• As of the close of the current fiscal year, the City's governmental funds reported combined ending fund
balances of $43.5 million, an increase of approximately $6.3 million in comparison with the prior year.
62.3% of this total amount is available for spending at the government's discretion (unassigned fund
balance).
• At the end of the current fiscal year, unassigned fund balance of the general fund was $27.1 million, or
39.0% of total general fund expenditures for financial reporting purposes. This amount includes the $3.6
million budget stabilization fund.
• The City's total governmental debt increased by $1.7 million (7.0%) during the current fiscal year due to
bonds issued for improvements to the City's golf course and the construction of a fire station.
Overview of the Financial Statements
This discussion and analysis is intended to serve as an introduction to the City of Palm Beach Gardens' basic
financial statements. The City's basic financial statements consist of three components: 1) government -wide
financial statements, 2) fund financial statements, and 3) notes to the basic financial statements. In addition to
these basic financial statements, this report contains other supplementary information.
Government -wide Financial Statements. The government -wide financial statements are designed to provide
readers with a broad overview of the City's finances, in a manner similar to a private -sector business.
The statement of net position presents information on all of the City's assets, liabilities, and deferred
inflows/outflows of resources, with the difference reported as net position. Over time, increases or decreases in
net position may serve as a useful indicator of whether the financial position of the City is improving or
deteriorating.
The statement of activities presents information showing how the City's net position changed during the most
recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the
change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this
statement for some items that will result in cash flows in future fiscal periods (e.g., earned but unused vacation
leave).
Both the government -wide and fund financial statements distinguish functions of the City that are principally
supported by taxes and intergovernmental revenues (governmental activities) from other functions that are
intended to recover all or a significant portion of their costs through user fees and charges (business -type
activities).
The governmental activities of the City include public safety, physical environment, transportation, culture and
recreation, and general government services. The City does not operate any business -type activities.
The government -wide financial statements can be found on pages 23 — 25 of this report
Fund Financial Statements. A fund is a grouping of related accounts that is used to maintain control over
resources that have been segregated for specific activities or objectives. The City, like other state and local
governments, uses fund accounting to ensure and demonstrate compliance with finance -related legal
requirements. All of the funds of the City can be divided into three categories: governmental funds, proprietary
funds and fiduciary funds.
Governmental Funds. Governmental funds are used to account for essentially the same functions reported as
governmental activities in the government -wide financial statements. However, unlike the government -wide
financial statements, governmental fund financial statements focus on near -term inflows and outflows of
spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such
information may be useful in evaluating the City's near term financing requirements.
Because the focus of governmental funds is narrower than that of the government -wide financial statements, it is
useful to compare the information presented for governmental funds with similar information presented for
governmental activities in the government -wide financial statements. By doing so, readers may better understand
the long-term impact of the City's near -term financing decisions. Both the governmental fund balance sheet and
the governmental fund statement of revenues, expenditures, and changes in fund balances provide a
reconciliation to facilitate this comparison between governmental funds and governmental activities.
The City maintains several individual governmental funds. Information is presented separately in the
governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and
changes in fund balances for the General and Road Impact Fee funds, of which both are considered to be major
funds. Data from the other governmental funds are combined into a single, aggregated presentation. Individual
fund data for each of these non -major governmental funds is provided in the form of combining statements on
pages 86 — 102 of this report.
The City adopts an annual appropriated budget for its General Fund. A budgetary comparison schedule has been
provided for the General Fund to demonstrate compliance with this budget (pages 72 — 75).
The basic governmental fund financial statements can be found on pages 26 — 33 of this report.
Proprietary Funds. The City maintains only one type of proprietary fund. Internal service funds are used to
account for the City's fleet maintenance and self insurance provided to all departments on a cost reimbursement
basis.
The basic proprietary fund financial statements can be found on pages 34 — 37 of this report. Combining and
individual fund statements for the internal service funds can be found on pages 103 — 106 of this report.
Fiduciary Funds. Fiduciary funds are used to account for resources held for the benefit of parties outside the
City. Fiduciary funds are not reflected in the government -wide financial statements because the resources of
those funds are not available to support the City's own programs. The accounting used for fiduciary funds is
much like that used for proprietary funds.
The basic fiduciary fund financial statements can be found on pages 38 — 39 of this report. Combining and
individual fund statements for the fiduciary funds can be found on pages 107 — 108 of this report.
Notes to the Basic Financial Statements. The notes provide additional information that is essential to a full
understanding of the data provided in the government -wide and fund financial statements.
The notes to the basic financial statements can be found on pages 43 — 67 of this report.
Other Information. In addition to the basic financial statements and accompanying notes, this report also
presents certain required supplementary information including the budgetary comparison schedule of the General
Fund and information concerning the City's progress in funding its obligation to provide pension and other
postemployment benefits to its employees.
Required supplementary information can be found on pages 72 — 81 of this report.
10
Government -wide Financial Analysis
As noted earlier, net position may serve over time as a useful indicator of the City's financial position. In the case
of the City of Palm Beach Gardens, assets and deferred outflows of resources exceeded liabilities by $110.3
million at the close of the most recent fiscal year. By far the largest portion of the City's net position (63.4%)
represents investment in capital assets (e.g., land, buildings and improvements, roadways, machinery and
equipment), less any related outstanding debt used to acquire those assets. The City uses these capital assets to
provide services to citizens; consequently, they are not available for future spending. Although the City's
investment in its capital assets is reported net of related debt, it should be noted that the resources needed to
repay this debt must be provided from other sources since the capital assets themselves cannot be used to
liquidate these liabilities.
$80
$60
$40
$20
(In millions)
Net investment in Restricted Unrestricted
capital assets
As the chart shown above illustrates, an additional portion of the City's net position, $11.5 million (10.4%),
represent resources that are subject to external restrictions on how they may be used. The remaining balance of
unrestricted net assets of $29.0 million (26.2%) may be used to meet the City's ongoing obligations to citizens and
creditors.
City of Palm Beach Gardens
Net Position
September 30, 2013 and 2012
The following table illustrates a summary of net position by Governmental activities:
Current and other assets
Capital assets, net
Total assets
Total deferred outflows of resources
Long-term liabilities
Other liabilities
Total liabilities
Net investment in capital assets
Restricted
Unrestricted
Total net position
Governmental Activities
2013
2012
$ 58,172,127
91,578,861
$ 49,772,592
91,828,868
$149,750,988
$141,601,460
1,490,413
1,725,352
$ 27,621,596
13, 301,152
$ 25,269,611
12, 536, 087
$ 40,922,748
$ 37,805,698
$ 70,034,049
11,487,326
28,797,278
$ 69,245,447
7,934,680
28,340,987
$110,318,653
$105,521,114
At the end of the current fiscal year, the City is able to report positive balances in net position for all governmental
type activities.
11
There was an overall increase in the City's assets of $8.1 million or 5.8% during the current fiscal year. The
increase is a result of increased revenues relating to the increase in City construction activity and the portion of
bonds issued that has not been spent at fiscal year end.
The City's liabilities increased by $3.1 million or 8.2% during the current fiscal year. The increase is caused by
the issuance of debt to fund improvements to the City's golf course and for the construction of a new fire station.
City of Palm Beach Gardens
Changes in Net Position
September 30, 2013 and 2012
Revenues:
Program revenues:
Charges for services
Operating grants and contributions
Capital grants and contributions
General revenues:
Taxes:
Property taxes
Local business tax
Public service taxes
Unrestricted intergovernmental:
Sales tax and local option gas tax
State shared revenue
Local shared revenue
Unrestricted investment earnings
Gain/(loss) on disposal of capital assets
Miscellaneous
Total revenues
Expenses:
Governmental Activities
2013
2012
$ 21,101,176
$ 18,211,246
1,470,016
1,650,949
123,665
167,897
44,946,393
44,232,540
1,424,382
1,370,720
2,220,036
1,829,028
4,013,779
3,850,419
1,304,870
1,236,054
74,589
119,452
165,741
299,589
290,676
(7,165)
1,837,258
1,294,975
78,972,581
74,255,704
General government
14,577,754
Public safety
41,943,456
Culture/recreation
7,435,778
Physical environment
7,031,948
Transportation
2,214,405
Interest on long-term debt
935,201
Other debt service costs
36,500
Total expenses
74,175,042
Change in net position 4,797,539
Net position — beginning as previously stated 105,521,114
Prior year adjustment — implementation of GASB 65 -
Net position — ending $110,318,653
13,772,084
43,586,151
7,470,717
6,876,606
1,927,567
945,926
91,923
74, 670, 974
(415,270)
106,089,588
(153,204
$ 105,521,114
12
Governmental Activities. As illustrated in the table on the previous page, net position of the City's governmental
activities increased by approximately $4.8 million or 4.6% from $105.5 million in last fiscal year to $110.3 million in
the current fiscal year. Key elements of this increase are:
Charges for services increased by $2.9 million (15.9%), due to an increase in new construction activity
resulting in an increase of approximately $1.1 million (49.6%) in building permit revenue and $1.8 million
(240%) in impact fee collections.
• Total revenues increased $4.7 million as a net result of the increase in charges for services listed above,
the first full year of the increase in the public service tax rate from 1.5% to 3.5% resulting in a 21.4%
($391,000) increase and an increase in property taxes of $714,000 (1.6%) due to rising property values.
Total expenses remained consistent with the prior year, decreasing slightly by less than 1 % (649,000).
Public safety expenses decreased by $1.6 million due to the results of pension reform and other
contractual changes that went into effect at the start of the fiscal year.
The chart below depicts expenses and program revenues by function for all governmental activities. The graph
illustrates the relatively minor amount of support for governmental operations that is derived from program
revenues.
$45
$40
$35
$30
$25
$20
$15
$10
$5
$0
City of Palm Beach Gardens
Expenses & Program Revenues - Governmental Activities (in millions)
Year Ended September 30, 2013
General Public Safety
Government
o Expenses
Culture and Physical
Recreation Environment
Transportation Debt Service
Costs
Program Revenues
13
Charges for Se
26.7%
Other
2.6%
Unrestricted
Investment Earnini
0.2%
Local Shared Reve
0.1 %
State Shared Revenu
1.7%
Public Sei
2.
Sales Tax
Option Gas Tax
5.1 %
City of Palm Beach Gardens
Revenues by Source - Governmental Activities
Year Ended September 30, 2013
Operating Grants & Canital Grants &
Local Business Tax
1.8%
Property Taxes
56.9%
As illustrated in the chart above, property taxes comprise 56.9% of total governmental activity revenues.
Financial Analysis of the City's Funds
As noted earlier, the City of Palm Beach Gardens uses fund accounting to ensure and demonstrate compliance
with finance -related legal requirements.
Governmental Funds. The focus of the City's governmental funds is to provide information on near -term inflows,
outflows, and balances of spendable resources. Such information is useful in assessing the City's financing
requirements. In particular, unassigned fund balance may serve as a useful measure of the City's net resources
available for spending at the end of the fiscal year.
14
$30
$25
$20
$15
$10
$5
City of Palm Beach Gardens
Governmental Fund Balances (in millions)
September 30, 2013
Nonspendable Restricted Committed Assigned Unassigned
As of the end of the current fiscal year, the City's governmental funds reported combined ending fund balances of
$43.5 million, an increase of $6.3 million in comparison with the prior year.
Approximately 62.3% of this total amount ($27.1 million) represents unassigned fund balance, which includes the
budget stabilization fund and amounts available for spending at the City's discretion. The remainder of fund
balance was restricted, committed, assigned, or nonspendable for a variety of purposes, such as construction
projects, economic development, and law enforcement.
The General Fund is the chief operating fund of the City. General tax revenues and other receipts that are not
allocated by law or contractual agreement to another fund are accounted for in this fund. General operating
expenditures, fixed charges and capital improvement costs not paid through other funds are paid from this fund.
At the end of the current fiscal year, unassigned fund balance of the General Fund was $27.1 million,
nonspendable fund balance was approximately $78,000, restricted fund balance was approximately $3.5 million,
committed fund balance was approximately $2.6 million, and assigned fund balance was $1.4 million for a total
fund balance of $34.7 million. The amount of General Fund revenues by type, their percent of the total and the
amount of change compared to last fiscal year are shown in the following schedule:
Revenue Sources
2013
Amount
Percent
of
Total
2012
Amount
Percent
of
Total
Increase
(Decrease)
From 2012
Percentage
of Increase
(Decrease)
Taxes
$ 48,590,811
70.0%
$ 47,432,288
71.1 %
$ 1,158,523
2.4 %
Franchise fees
5,101,610
7.3%
5,327,897
7.9%
(226,287)
(4.2)%
Licenses and permits
3,537,512
5.1%
2,414,586
3.6%
1,122,926
46.5 %
Intergovernmental
6,488,781
9.5%
6,214,031
9.4%
274,750
4.4 %
Charges for services
3,995,591
5.8%
3,910,601
5.9%
84,990
2.2 %
Fines and forfeitures
297,308
0.4%
150,291
0.2%
147,017
97.8 %
Investment income
155,479
0.2%
297,271
0.4%
(141,792)
(47.7)%
Miscellaneous
1,184,987
1.7%
988,550
1.5%
196,437
19.9 %
Total revenues
$69,352,079
100.0%
$66,735,515
100.0%
$ 2,616,564
3.9 %
As illustrated above, General Fund revenues increased by approximately $2.6 million, or 3.9%, in fiscal year
2013.
Taxes increased by $1.2 million or 2.4% as a result of an increase in property values. Licenses and permits
increased by $1.1 million or 46.5% due to an increase in building permits on new construction activity.
15
Investment Inr_nme
0.2%
Fines &
Forfeiture;
0.4%
Licenses &
Permits
5.1 %
Charges
Service
5.8%
Intergovc
9.!
City of Palm Beach Gardens
General Fund Revenues
Year Ended September 30, 2013
Miscellaneous
4 70L
7.3%
Taxes
70.0%
The graph above illustrates the percentage composition of General Fund revenues by type. As can be seen,
Taxes comprise the majority of General Fund revenues, with the next largest sources of revenues being
Intergovernmental revenues and Franchise Fees.
Expenditures in the General Fund are shown in the following schedule:
Percent
Percent
Increase
Percentage
2013
of
2012
of
(Decrease)
of Increase
Expenditures
Amount
Total
Amount
Total
From 2012
(Decrease)
General government
$13,891,617
20.0%
$13,101,603
19.3%
$ 790,014
6.0 %
Public safety
39,268,996
56.5%
41,127,279
61.0%
(1,858,283)
(4.5)%
Culture and recreation
585,825
.8%
832,609
1.2%
(246,784)
(29.6)%
Physical environment
6,496,310
9.4%
6,151,650
9.1 %
344,660
5.6 %
Capital outlay
4,835,916
7.0%
1,615,525
2.4%
3,220,391
199.3 %
Debt Service
4,373,414
6.3%
4,541,768
6.7%
(15,150)
(0.3)%
Total expenditures
$ 69,452,078
100.0%
$ 67,370,434
100.0%
$ 2,234,848
3.3 %
In fiscal year 2013, total General Fund expenditures increased $2.2 million or 3.3% compared to the prior year.
The net increase is due to an increase in capital outlay and partially offset by a decrease in public safety
expenditures. The increase in capital outlay expenditures of $3.2 million related to new capital leases for a fire
truck and two rescue units and capital improvements to the City's golf course. Public safety expenses decreased
by $1.9 million due to the results of pension reform and other contractual changes that went into effect at the start
of the fiscal year.
16
As illustrated in the graph below, Public Safety expenditures account for 56.5% of total General Fund expenditures.
City of Palm Beach Gardens
General Fund Expenditures
Year Ended September 30, 2013
Debt Service
6.3%
Capital
7.0
Physical
Environment_
9.4%
Culture/ Recreation
0.8%
General
Government
20.0%
Public Safety
56.5%
Road Impact Fund. The City's Road Impact Fund is a capital project fund established to account for the receipt
and disbursement of developer paid impact fees restricted for the purpose of providing increased traffic service
levels. Road Impact Fund revenues consisted of approximately $627,000 from impact fees and $2,000 from
investment income. Capital outlay expenditures of $338,000 were for a traffic signal installed within the City. At
the end of the current fiscal year, fund balance was $1,514,818.
General Fund Budgetary Highlights
During the past year, the budget was amended three times. The Council authorized the budget amendments
principally to:
• Adjust the carryover of funds by the amounts restricted, committed, or assigned for purchase orders and
projects from the previous fiscal year.
• Adjust fund balance carryovers to actual amounts per the fiscal year 2012 audit.
• Authorize the issuance of public improvement bonds for the purpose of golf course improvements and the
construction of a new fire station.
• Allocate a portion of fund balance to fund irrigation improvements at the golf course.
Actual revenue exceeded final budgeted revenue by approximately $2.9 million mostly due to favorable variances
in building permit activity of $1.3 million, EMS transport fees of $465,000, and ad valorem taxes of $315,000.
Expenditures were $5.6 million less than the final budget. The variance is mostly attributed to unspent capital
projects and purchase orders that will be included in the next fiscal year's budget amendment to carryover funds.
Capital Assets and Debt Administration
Capital Assets. The following table illustrates the City's capital assets for its governmental activities as of
September 30, 2013, which amount to $91.6 million (net of accumulated depreciation). This investment in capital
17
assets includes land, buildings, roadways, drainage and structures, improvements other than buildings and
machinery and equipment. The total decrease in the City's capital assets for the current fiscal year was less than
1 %.
Land
Construction in progress
Buildings
Roadways
Drainage and structures
Machinery and equipment
Improvements other than buildings
Total
Governmental Activities
2013 2012
$14,852,345 $14,852,345
4,589,024
2,325,137
19,561,268
20,529,813
24,878,536
25,974,469
13,568,695
13,765,900
6,154,566
6,048,881
7,974,427
8,332,323
$91,578,861
$91,828,868
Major capital asset additions during the current fiscal year included the following:
• Capital lease purchase of two fire rescue units and a fire truck totaling approximately $1.2 million.
• Gardens Park improvements totaling approximately $700,000.
Purchase of seventeen vehicles including ten police vehicles and a maintenance shop truck totaling
approximately $404,000.
Additional information on the City's capital assets can be found in Note 5 starting on page 52 of this report.
Long-term Debt. The following table illustrates the City's governmental activity long-term debt. At the end of the
current fiscal year, the City had total debt outstanding of $26.1 million. All of the City's outstanding debt is
secured by specified revenue sources.
Debt payable:
General obligation
Non ad valorem bonds payable
Capital leases payable
Total
Governmental Activities
2013 2012
$ 6,365,138 $ 7,489,697
18,109,251 16,080,348
1,608,643 801,213
$ 26,083,032 $ 24,371,258
All of the City's general obligation debt is rated AA+ by Standard & Poor's and Fitch Ratings and AAA by Moody's.
The City's non -ad valorem debt is rated AA by Standard & Poor's and Fitch and Aa1 by Moody's. The City's
comprehensive plan provides that debt expenditures shall not exceed 20% of total annual revenues and total
outstanding debt is limited to no more than 10% of the City's property tax base.
Additional information on the City's long-term debt can be found in Note 6 starting on page 53 of this report.
18
Economic Factors and Next Year's Budgets and Rates
The City's local economy is primarily based upon construction, retail and service activities. The unemployment
rate for the City is currently 4.9%. The City's current economic condition continues to improve as new
construction increased to $294 million (40%) in permit valuation issued during the fiscal year.
These factors were considered in preparing the City of Palm Beach Gardens' budget for the year ended
September 30, 2014.
During the current fiscal year, unassigned
fund balance in the General Fund was
$27.1 million. It is approximately equal to
four and a half months of the General Fund
expenditures. The current year balance
includes approximately $3.6 million as part
of the budget stabilization fund. Over the
last nine years, the City has been able to
increase its unassigned fund balance not
only in dollar value but as a percentage of
expenditures as shown in the graph to the
right.
6.20
6.00
5.80
5.60
5.40
5.20
5.00
4.80
Fiscal Years 2005 through 2013
(in millions)
$30.0
$25.0
$20.0
$15.0
$10.0
$5.0
$0.0
2005 2006 2007 2008 2009 2010 2011 2012 2013
Fiscal Years 2005 through 2013
(in millions)
2005 2006 2007 2008 2009 2010 2011 2012 2013
o Unassigned Fund Balance
$55.0
$50.0
$45.0
$40.0
$35.0
$30.0
$25.0
$20.0
o Operating & Debt Millage Rate Ad Valorem Revenue
Requests for Information
45.00%
40.00%
35.00%
30.00%
25.00%
20.00%
15.00%
10.00%
5.00%
0.00%
as a % of expenditures
In 1995, the State of Florida limited increases in
homesteaded property taxable values in any given
year to 3% or cost of living, whichever is lower.
The graph to the left indicates the property tax
revenue collected and millage rate trends over the
last nine years. The left axis refers to the millage
rate and the right axis refers to the dollar value
(millions) of revenue collected. The millage rate
will fluctuate from year to year depending on the
total taxable value of the City and the required
amount of revenue needed to maintain current
levels of service. Since 2007, as property values
have fallen, the City, just like many cities across
the country, has had to face the challenge of
keeping taxes and service charges as low as
possible while providing residents with the level of
service they have come to expect.
This financial report is designed to provide a general overview of the City of Palm Beach Gardens' finances for
all those with an interest in the City's finances.
Questions concerning any of the information provided in this report or requests for additional financial
information should be addressed to Allan Owens, Finance Administrator, Finance Department, City of Palm
Beach Gardens, 10500 N. Military Trail, Palm Beach Gardens, Florida 33410.
19
BASIC FINANCIAL STATEMENTS
This page intentionally left blank.
City of Palm Beach Gardens, Florida
Statement of Net Position
September 30, 2013
Governmental
Activities
Assets:
Cash and cash equivalents
$ 11,653,103
Investments
42,985,824
Receivables (net of allowance for doubtful accounts of $1,438,598)
1,552,212
Due from other governments
353,576
Inventories
102,867
Prepaid expenses
103,119
Net pension asset
187,686
Investment in joint venture
1,233,740
Capital assets not being depreciated
19,441,369
Capital assets being depreciated, net
72,137,492
Total assets
$ 149,750,988
Deferred outflows of resources:
Deferred amount on refunding
$ 1,490,413
Total deferred outflows of resources
$ 1,490,413
Liabilities:
Accounts payable
$ 2,675,400
Contracts and retainage payable
314,083
Accrued liabilities
1,640,955
Claims payable
840,401
Unearned revenue
3,333,394
Accrued interest payable
231,247
Net pension obligation
46,062
Noncurrent liabilities:
Due within one year
4,219,610
Due in more than one year
27,621,596
Total liabilities
$ 40,922,748
Net position:
Net investment in capital assets
Restricted for:
Capital improvements
Road improvements
Other purposes
Unrestricted
Total net position
See notes to basic financial statements.
$ 70,034,049
6,354,378
3,499,587
1,633,361
28,797,278
$ 110,318,653
23
City of Palm Beach Gardens, Florida
Statement of Activities
Year Ended September 30, 2013
Program Revenues
Charges
Operating
Capital
Functions/Programs
for
Grants and
Grants and
Programs Activities
Expenses
Services
Contributions
Contributions
Governmental activities:
General government
$ 14,577,754
$ 9,710,901
$ -
$ -
Public safety
41,943,456
4,883,193
1,387,775
123,665
Culture and recreation
7,435,778
5,879,675
-
-
Physical environment
7,031,948
-
-
-
Transportation
2,214,405
627,407
82,241
-
Interest on long-term debt
935,201
-
-
-
Other debt service costs
36,500
-
-
-
Total governmental activities
$ 74,175,042
$ 21,101,176
$ 1,470,016
$ 123,665
General revenues:
Taxes:
Property taxes
Local business tax
Public service taxes
Unrestricted intergovernmental:
Sales tax and local option gas tax
State shared revenue
Local shared revenue
Unrestricted investment earnings
Gain on disposal of capital assets
Miscellaneous
Total general revenues
Change in net position
Net position, beginning (as previously stated)
Prior year adjustment - implementation of GASB 65
Net position, ending
See notes to basic financial statements.
24
Net (Expense)
Revenue and
Change in
Net Position
Governmental
Activities
$ (4,866,853)
(35,548,823)
(1,556,103)
(7,031,948)
(1,504,757)
(935,201)
(36,500)
(51,480,185)
44,946,393
1,424,382
2,220,036
4,013,779
1,304,870
74,589
165,741
290,676
1,837,258
56,277,724
4,797,539
105,674,318
(153,204)
$ 110,318,653
25
City of Palm Beach Gardens, Florida
Balance Sheet
Governmental Funds
September 30, 2013
Assets:
Cash and cash equivalents
Investments
Receivables:
Accounts (net of allowance for doubtful
accounts of $1,438,598)
Franchise fees
Utility taxes
Interest
Due from other governments
Inventory
Prepaid expenditures
Total assets
Liabilities and Fund Balances:
Liabilities:
Accounts payable
Contracts and retainage payable
Accrued liabilities
Total liabilities
Deferred inflows of resources:
Unavailable revenues
Fund Balances:
Nonspendable:
Prepaid expenditures
Inventory
Restricted for:
Capital improvements
Road improvements
Law enforcement
Art improvements
Committed to:
Economic development
Assigned to:
Capital improvement and replacement
Special projects
Other purposes
Unassigned
Total fund balances
Total liabilities, deferred inflows of resources,
and fund balances
See notes to basic financial statements.
Road Other
General Impact Governmental
Fund Fund Funds
$ 1,756,470 $ 1,507,220 $ 4,263,890
36,261,824 1,651,000 3,901,400
245,088 -
25,310
1,032,945 -
-
178, 884 -
-
65,910 -
-
295,977 -
57,599
- -
29,970
77,819 -
1,300
$ 39,914,917 $ 3,158,220
$ 8,279,469
$ 1,927,365 $ 18,450 $ 595,436
- - 314,083
1,640,955 - -
3,568,320 18,450 909,519
1,596,867 1,624,952 111,575
77,819 - 1,300
- - 29,970
2,961,716 - 3,392,662
- 1,514,818 1,984,769
556,537 - 255,502
- - 821,322
2,632,575 - -
694,063 - -
362,206 - -
355,090 - 772,850
27,109,724 - -
34,749,730 1,514,818 7,258,375
$ 39,914,917 $ 3,158,220 $ 8,279,469
26
Total
Governmental
Funds
$ 7,527,580
41,814,224
270,398
1,032,945
178,884
65,910
353,576
29,970
79,119
$ 51,352,606
$ 2,541,251
314,083
1,640,955
4,496,289
3,333,394
79,119
29,970
6,354,378
3,499,587
812,039
821,322
2,632,575
694,063
362,206
1,127,940
27,109,724
43,522,923
$ 51,352,606
27
City of Palm Beach Gardens, Florida
Reconciliation of the Governmental Funds
Balance Sheet to the Statement of Net Position
September 30, 2013
Total fund balances — governmental funds (page 27)
Amounts reported for governmental activities in the statement of net
position are different because:
Capital assets used in governmental activities are not financial
resources and therefore are not reported in the governmental
funds. (Excludes internal service fund capital assets.)
Long-term liabilities are not due and payable in the current period
and therefore are not reported in the funds. (Excludes internal
service fund liabilities.) Long-term liabilities at year-end consist of:
Bonds payable
Refunding loss on bonds payable
Capital leases payable
Net other postemployment benefit obligation
Accrued interest payable
Compensated absences
The internal service funds are used by management to charge the
cost of fleet maintenance activities and insurance to individual
funds. The assets and liabilities of the internal service funds are
included in governmental activities in the statement of net assets.
Other long term assets and liabilities are not available to pay for current
period expenditures, and therefore, are not recognized in the funds.
Investment in joint venture
Net pension asset
Net pension obligation
Total net position of governmental activities (page 23)
See notes to basic financial statements.
$ (24,553,154)
1,490,413
(1,608,643)
(2,313,000)
(231,247)
(3,071,821)
$ 43,522,923
90,354,130
(30,287,452)
5,353,688
1,233,740
187,686
(46,062)
$110,318,653
28
This page intentionally left blank.
City of Palm Beach Gardens, Florida
Statement of Revenues, Expenditures and Changes in Fund Balances
Governmental Funds
Year Ended September 30, 2013
Road Other
General Impact Governmental
Fund Fund Funds
Revenues:
Taxes:
Ad valorem taxes
$ 44,946,393-
Local business taxes
1,424,382
-
-
Utility taxes
2,220,036
-
-
Franchise fees
5,101,610
-
-
Licenses and permits
3,537,512
-
-
Intergovernmental
6,488,781
-
670,569
Impact fees
-
627,407
1,936,338
Charges for services
3,995,591
-
4,360,596
Fines and forfeitures
297,308
-
10,787
Investment income
155,479
2,177
5,191
Miscellaneous
1,184,987
-
689,064
Total revenues
69,352,079
629,584
7,672,545
Expenditures:
Current:
General government
13,891,617
-
-
Public safety
39,268,996
-
421,038
Culture and recreation
585,825
-
4,875,692
Physical environment
6,496,310
-
-
Transportation
-
39,335
843,522
Capital outlay
4,835,916
337,536
871,900
Debt service:
Principal
3,623,063
-
-
Interest
713,851
-
-
Bond issuance costs
36,500
-
-
Total expenditures
69,452,078
376,871
7,012,152
Excess (deficiency) of revenues
over (under) expenditures
(99,999)
252,713
660,393
Other financing sources (uses):
Transfers in
559,748
-
71,038
Transfers out
(87,746)
(559,748)
-
Capital lease financing
1,208,074
-
-
Issuance of debt
4,300,000
-
-
Sale of capital assets
30,000
-
-
Total other financing sources (uses)
6,010,076
(559,748)
71,038
Net change in fund balances
5,910,077
(307,035)
731,431
Fund balances, beginning
28,839,653
1,821,853
6,526,944
Fund balances, ending
$ 34,749,730
$ 1,514,818
$ 7,258,375
See notes to basic financial statements.
30
Total
Governmental
Funds
$ 44,946,393
1,424,382
2,220,036
5,101,610
3,537,512
7,159,350
2,563,745
8,356,187
308,095
162,847
1,874,051
77,654,208
13,891,617
39,690,034
5,461,517
6,496,310
882,857
6,045,352
3,623,063
713,851
36,500
76,841,101
813,107
630,786
(647,494)
1,208,074
4,300,000
30,000
5,521,366
6,334,473
37,188,450
$ 43,522,923
31
City of Palm Beach Gardens, Florida
Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances
of the Governmental Funds to the Statement of Activities
Year Ended September 30, 2013
Net change in fund balances— total governmental funds (page 31) $ 6,334,473
Amounts reported for governmental activities in the statement of activities are
different because:
Governmental funds report capital outlays as expenditures. However, in the
statement of activities the cost of capital assets is allocated over their estimated
useful lives and reported as depreciation expense. This is the amount by which
depreciation exceeded capital outlays in the current period. The amount is less
than the total capital outlay since capital outlay includes amounts that are under
the capitalization threshold, and therefore, were not capitalized.
Expenditures for capital assets $ 5,575,529
Less current year depreciation (5,752,045)
(176,516)
In the statement of activities, the net effect of various miscellaneous
transactions involving capital assets (disposals) is to increase net assets,
whereas in the governmental funds these items have no effect on current
financial resources:
Gain on disposal of capital assets 168,997
168,997
Debt proceeds provide current financial resources to governmental funds, while
the repayment of the principal of long-term debt consumes the current financial
resources of governmental funds. Neither transaction, however, has any effect
on net position. Also, governmental funds report the payment of issuance
costs, premiums, discounts and similar items when debt is first issued.
Capital lease financing
(1,208,074)
Issuance of debt
(4,300,000)
Principal payments on debt
3,623,063
Amortization of deferred amount on refunding
(234,939)
Amortization of premium
11,954
(2,107,996)
Some expenses reported in the statement of activities do not require the use of
current financial resources and therefore are not reported as expenditures in
governmental funds:
Decrease in accrued interest payable
1,635
Increase in compensated absences
(321,364)
Increase in net other postemployment benefit obligation
(407,000)
Decrease in net pension benefit asset
(4,330)
Decrease in net pension benefit obligation
209
(730,850)
32
Continued on next page.
City of Palm Beach Gardens, Florida
Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances
of the Governmental Funds to the Statement of Activities (continued)
Year Ended September 30, 2013
Governmental funds report the investment in joint venture as expenditures.
However, the cost of the investment in joint venture is recorded as an asset in
the statement of net position. $ 98,732
Internal service funds are used by management to charge the cost of fleet
maintenance and self-insurance activities to individual funds. The net revenues
of the internal service funds are reported with governmental activities. 1,210,699
Change in net position of governmental activities (page 25)
See notes to basic financial statements.
$ 4,797,539
33
City of Palm Beach Gardens, Florida
Statement of Net Position
Proprietary Funds
September 30, 2013
Assets:
Current assets:
Cash and cash equivalents
Investments
Accounts receivable
Inventory
Prepaid expenses
Total current assets
Noncurrent assets:
Capital assets being depreciated, net
Total noncurrent assets
Total assets
Liabilities:
Current liabilities:
Accounts payable
Claims payable
Total current liabilities
Noncurrent liabilities:
Claims payable
Compensated absences payable
Total noncurrent liabilities
Total liabilities
Net Position:
Net investment in capital assets
Unrestricted
Total net position
See notes to basic financial statements.
Governmental
Activities
Internal
Service
Funds
$ 4,125,523
1,171,600
4,075
72,897
24,000
5,398,095
1,224,731
1,224,731
$ 6,622,826
$ 134,150
840,401
974,551
259,532
35,055
294,587
$ 1,269,138
$ 1,224,731
4,128,957
$ 5,353,688
Ell
City of Palm Beach Gardens, Florida
Statement of Revenues, Expenses and Changes in Net Position
Proprietary Funds
Year Ended September 30, 2013
Operating revenues:
Charges for service
Employer contributions
Employee contributions
Miscellaneous
Total operating revenues
Operating expenses:
Personnel expenses
Claims expense
Insurance premiums
Repair and maintenance
Fuel and chemicals
Operating supplies
Other professional and contractual
Other expenses
Depreciation
Total operating expenses
Operating income
Nonoperating revenues:
Investment income
Gain on disposal of capital assets
Total nonoperating revenues
Income before transfers
Transfers in
Change in net position
Net position, beginning
Net position, ending
See notes to basic financial statements.
Governmental
Activities
Internal
Service
Funds
$ 2,238,013
6,629,598
779,700
245,103
9,892,414
840,042
5,077,268
432,718
348,910
687,478
178,516
735,168
19,176
473,720
8,792,996
1,099,418
2,894
91,679
94,573
1,193,991
16,708
1,210,699
4,142,989
$ 5,353,688
35
City of Palm Beach Gardens, Florida
Statement of Cash Flows
Proprietary Funds
Year Ended September 30, 2013
Governmental
Activities
Internal
Service
Funds
Cash flows from operating activities:
Receipts for interfund services provided
$ 9,643,236
Payments to suppliers for goods and services
(2,439,735)
Payments to employees for services
(834,942)
Payments for claims
(5,061,269)
Other operating revenues
245,103
Net cash provided by operating activities
1,552,393
Cash flows from noncapital financing activities:
Transfers from other funds
16,708
Net cash provided by noncapital financing activities
16,708
Cash flows from capital and related financing activities:
Purchases of capital assets
(404,469)
Proceeds from sale of capital assets
91,679
Net cash used in capital and related financing activities
(312,790)
Cash flows from investing activities:
Purchases of investments
478,400
Interest earned
2,894
Net cash used in investing activities
481,294
Net increase in cash and cash equivalents
1,737,605
Cash and cash equivalents, beginning of year
2,387,918
Cash and cash equivalents, end of year
$ 4,125,523
Continued on next page.
City of Palm Beach Gardens, Florida
Statement of Cash Flows (Continued)
Proprietary Funds
Year Ended September 30, 2013
Governmental
Activities
Internal
Service
Funds
Reconciliation of operating income to net cash provided by
operating activities:
Operating income
$ 1,099,418
Adjustments to reconcile operating income to net cash provided by
operating activities:
Depreciation
473,720
Changes in operating assets and liabilities:
Accounts receivable
(4,075)
Inventory
9,400
Accounts payable
(47,169)
Claims payable
15,999
Compensated absences
5,100
Total adjustments
452,975
Net cash provided by operating activities
$ 1,552,393
See notes to basic financial statements.
37
City of Palm Beach Gardens, Florida
Statement of Net Position
Fiduciary Funds
September 30. 2013
Pension
Trust
Funds
Assets:
Cash and cash equivalents
$ 4,950,571
Investments, at fair values:
U.S. Government obligations
4,607,447
Mortgage backed securities
5,760,415
Fixed income funds
844,420
Collateralized mortgage obligations
363,569
Corporate obligations
16,662,423
Equity securities
26,660,439
Equity funds
42,881,575
Foreign bonds
33,921
International funds
11,974,648
International bond funds
4,405,862
Real estate funds
5,805,781
Total investments
120,000,500
Receivables:
Interest and dividends
202,567
Pending trades
416,078
Employer
864,495
State of Florida
750,073
Employees
42,712
Accounts receivable - other
1,200
Total receivables
2,277,125
Prepaid expenses
140,939
Total assets
$ 127,369,135
Liabilities:
Accounts payable
$ 110,006
Pending trades payable
474,492
Due to DROP Account
898,784
Total liabilities
$ 1,483,282
Net position:
Net position held in trust for pension benefits
$ 125,885,853
See notes to basic financial statements.
'Cu.,
City of Palm Beach Gardens, Florida
Statement of Changes Net Position
Fiduciary Funds
Year Ended September 30, 2013
Additions:
Contributions:
Employer
Insurance premium taxes collected by the State of Florida
on behalf of the City of Palm Beach Gardens
Employee
Total contributions
Investment earnings:
Net appreciation in fair value of investments
Interest and dividends
Other
Total investment earnings
Less investment expense
Net investment earnings
Total additions
Deductions:
Pension benefits
DROP expenses
Refund of participant contributions
Administrative expenses
Total deductions
Change in net position
Net position, beginning
Net position, ending
See notes to basic financial statements.
Pension
Trust
Funds
$ 6,168,979
1,225,288
940,760
8,335,027
12,724,982
2,295,919
4,636
15,025,537
(471,069)
14,554,468
22,889,495
3,121,477
768,091
32,872
224,930
4,147, 370
18,742,125
107,143,728
$ 125,885,853
39
NOTES TO BASIC FINANCIAL STATEMENTS
This page intentionally left blank.
Citynbf[1Palm[BeachMardens,[1FloridaM
Notes3o[1Basic[1Financia13tatements0
SeptemberB0,20130
III
0
Note 1. Summary of Significant Accounting Policies
The City of Palm Beach Gardens, Florida (the "City") was incorporated in 1959, pursuant to House Bill No. 2186,
and is located in Northern Palm Beach County, Florida. The City is governed by an elected City Council (the
"Council"), which appoints a City Manager. The City provides the following services to its residents: public safety,
growth management, sanitation, streets and roads, parks, recreation and a golf course. The Council is
responsible for legislative and fiscal control of the City. The City operates under a Council -Manager form of
government.
Significant accounting and reporting policies and practices used by the City are described below:
A. Financial Reporting Entity
The financial statements of the City have been prepared in conformity with accounting principles
generally accepted in the United States ("GAAP") as applied to governmental units. The Governmental
Accounting Standards Board ("GASB") is the accepted standard setting body for establishing
governmental accounting and financial reporting principles.
The financial statements were prepared in accordance with GASB Codification Section 2100, which
establishes standards for defining and reporting on the financial reporting entity. The definition of the
financial reporting entity is based upon the concept that elected officials are accountable to their
constituents for their actions. One of the objectives of financial reporting is to provide users of financial
statements with a basis for assessing the accountability of elected officials. The financial reporting entity
consists of the City, organizations for which the City is financially accountable and other organizations for
which the nature and significance of their relationship with the City are such that exclusion would cause
the City's financial statements to be misleading or incomplete. The City is financially accountable for a
component unit if it appoints a voting majority of the organization's governing board and it is able to
impose its will on that organization or there is a potential for the organization to provide specific financial
benefits to, or impose specific financial burdens on the City. Based upon the application of these criteria,
there were no organizations that met the criteria for component units described above.
B. Government -Wide and Fund Financial Statements
The government -wide financial statements (i.e., the statement of net position and the statement of
activities) report information on all of the non -fiduciary activities of the City. Governmental activities,
which normally are supported by taxes and intergovernmental revenues, are reported separately from
business -type activities, which rely to a significant extent on fees and charges for services. The City
reported no business -type activities during the current fiscal year.
The statement of activities demonstrates the degree to which the direct expenses of a given function or
segment is offset by program revenues. Direct expenses are those expenses that are clearly identifiable
with a specific function or segment. Program revenues include: 1) charges to customers or applicants
who purchase, use or directly benefit from goods, services or privileges provided by a given function or
segment and 2) grants and contributions that are restricted to meeting the operation or capital
requirements of a particular function or segment. Taxes and other items not properly included among
program revenues are reported instead as general revenues.
Separate financial statements are provided for governmental funds, proprietary funds and fiduciary funds,
even though the latter are excluded from the government -wide financial statements. Major individual
governmental funds are reported as separate columns in the fund financial statements. All remaining
nonmajor governmental funds are aggregated and reported as other governmental funds.
C. Measurement Focus, Basis of Accounting and Basis of Presentation
The government -wide financial statements are reported using the economic resources measurement
focus and the accrual basis of accounting, as are the proprietary fund and fiduciary fund financial
43
P1
Note 1. Summary of Significant Accounting Polices (continu
statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred,
regardless of the timing of related cash flows. Property taxes are recognized as revenues in the year for
which they are levied. Grants and similar items are recognized as revenues as soon as all eligibility
requirements imposed by the provider have been met. Governmental fund financial statements are
reported using the current financial resources measurement focus and the modified accrual basis of
accounting. Revenues are recognized as soon as they are both measurable and available. Revenues
are considered to be available when they are collectible within the current period or soon thereafter to pay
liabilities of the current period. For this purpose, the City considers revenues to be available if they are
collected within 60 days of the end of the current fiscal period. Expenditures generally are recorded when
a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as
expenditures related to compensated absences and other postemployment benefits are recorded only
when payment is due.
Property taxes when levied for, franchise taxes, licenses, charges for services, intergovernmental if
eligibility requirements are met, and interest associated with the current fiscal period are all considered to
be measurable and so have been recognized as revenues of the current fiscal period if available. All
other revenue items are considered to be measurable only when cash is received by the City.
The City reports the following major governmental funds:
The General Fund — The general fund is the primary operating fund and is used to account for all
financial resources applicable to the general operations of the City except those required to be
accounted for in another fund.
The Road Impact Fund — This capital projects fund accounts for the cost of acquiring,
constructing and placing into service improvements using impact fees collected for the purpose of
improving roads within the City.
Additionally, the City reports the following fund types:
The Internal Service Funds — The City operates two internal service funds to account for fleet
management services provided to other departments on a cost reimbursement basis and to
account for self-insurance health benefits.
The Pension Trust Funds — The City's three defined benefit pension plans are accounted for in
individual pension trust funds. The pension trust funds are the General Employees' Pension, the
Police Pension and the Fire Pension.
Private -sector standards of accounting and financial reporting issued prior to December 1, 1989, are
generally followed in both the government -wide and proprietary fund type financial statements to the
extent that those standards do not conflict with or contradict guidance of the Governmental Accounting
Standards Board. The City elected to follow all pre -November 30, 1989 FASB pronouncements, which
are now codified in GASB Statement No. 62.
As a general rule, the effect of interfund activity has been eliminated from the government -wide financial
statements. Interfund services provided and used are not eliminated in the process of consolidation.
Amounts reported as program revenues include: 1) charges to customers or applicants for goods,
services or privileges provided, 2) operating grants and contributions, and 3) capital grants and
contributions, including special assessments. Internally dedicated resources are reported as general
revenues rather than as program revenues. Likewise, general revenues include all taxes. Proprietary
funds distinguish operating revenues and expenses from nonoperating items. Operating revenues and
expenses generally result from providing services and producing and delivering goods in connection with
a proprietary fund's principal ongoing operations. The principal operating revenues of an internal service
44
P1
Note 1. Summary of Significant Accounting Polices (continued)
fund are charges to other funds for usage. Operating expenses for an internal service fund include the
cost of sales and services, administrative expenses and depreciation on capital assets. All revenues and
expenses not meeting this definition are reported as nonoperating revenues and expenses.
When both restricted and unrestricted resources are available for use, it is the City's policy to use
restricted resources first, and then unrestricted resources as they are needed.
Cash and cash equivalents: Cash and cash equivalents are defined as deposits with financial institutions, money
market accounts and mutual funds, and highly liquid investments which are readily convertible to known amounts
of cash and have a maturity when purchased of three months or less.
For purposes of the statement of cash flows, cash and cash equivalents also include each respective fund's
equity in pooled cash and investments. Each fund is able to withdraw cash at any time without prior notice or
penalty and there is sufficient liquidity to meet the daily cash needs of each fund.
Investments: Investments are reported at fair value. Money market mutual funds are reported at cost which
approximates fair value. Securities traded on national or international exchanges are valued at the last reported
sales price or exchange rate. Quoted market prices are used to value investments. Net appreciation
(depreciation) in fair value of investments includes the difference between cost and fair value of investments held
as well as the net realized gains and losses for securities which are sold. Interest and dividend income are
recognized on the accrual basis when earned. Purchases and sales of investments are recorded on a trade
basis.
Interfund receivables and payables: Activity between funds that is representative of lending/borrowing
arrangements outstanding at the end of the fiscal year are referred to as "due to/from other funds."
Receivables: Receivables include amounts due for franchise taxes, utility taxes, extra police services and
emergency medical services. The City does not require collateral for accounts receivable. Receivables for
emergency medical service billings are reported net of an allowance for doubtful accounts, which is determined
based on the age of the individual receivable. Generally, the allowance includes accounts over 60 days past due.
Accounts receivable are written off on an individual basis in the year the City deems them to be uncollectible.
Inventory: Inventory is valued at the lower of cost or market using the first -in, first -out basis and accounted for
using the consumption method whereby inventories are charged against operations in the period when used.
Inventory in the special revenue recreation and golf funds consists of merchandise held for resale. Inventory in
the internal service fund consists of vehicle engine parts and fuel held for consumption. The non -spendable
portion of fund balance for inventory in governmental fund types equals the physical inventory to indicate that a
portion of fund balance is not available for appropriation.
Prepaid expenditures: Prepaid expenditures consist of certain costs which have been paid prior to the end of the
fiscal year, but represent items which are applicable to future accounting periods. Reported amounts in
governmental funds are equally offset by a non -spendable category of fund balance to indicate that these
amounts are not available for appropriation.
Capital assets: Capital assets, which include property, plant, equipment and infrastructure (e.g., streets,
sidewalks, drainage or similar items) are reported in governmental activities in the government -wide financial
statements and proprietary fund financial statements. Capital assets are defined by the City as assets with an
initial individual cost of $5,000 or more and an estimated life in excess of one year. Such assets are recorded at
historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at
estimated fair market value on the date of donation. Lease agreements that qualify as capital leases are recorded
at the present value of their future minimum lease payments as of the inception date.
45
P1
Note 1. Summary of Significant Accounting Policies (continu
Property, plant, equipment and infrastructure of the City are depreciated using the straight-line method over the
following estimated useful lives:
Years
Buildings 15 — 25
Roadways 3 — 40
Drainage and structures 35 — 75
Machinery and equipment 3-7
Improvements other than buildings 15
Land improvements 25
In the governmental fund financial statements, capital assets are reported as expenditures and no depreciation
expense is reported.
Deferred outflows and inflows of resources: In addition to assets and liabilities, the government -wide Statement
of Net Position and the governmental funds Balance Sheet will sometimes report a separate section for deferred
outflows or deferred inflows of resources. The separate financial statement element, deferred inflows of
resources, represents an acquisition of net position that applies to a future period(s) and so will not be recognized
as an inflow of resources (revenues) until that time.
The City has one item, unavailable revenues, which arises only under the modified accrual basis of accounting
and is reported as a deferred inflow of resources on the governmental funds Balance Sheet. The unavailable
revenue consists mainly of business taxes and impact fees received in advance of the year for which they are
levied. These amounts are deferred and recognized as an inflow of resources in the year that the amounts
become available.
The separate financial statement element, deferred outflows of resources, represents a consumption of net
position that applies to a future period(s) and so will not be recognized as an outflow of resources (expenditure)
until that time. The City has one item, a refunding loss on bonds payable, which qualifies for reporting as a
deferred outflow of resources on the government -wide Statement of Net Position. The refunding loss on bonds
payable resulted from the difference in the carrying value of refunded debt and its reacquisition price. This
amount is deferred and amortized over the shorter of the life of the refunded or refunding debt.
Unearned revenue: Unearned revenue in the Governmental Activities and unavailable revenue in the
Governmental Funds includes amounts received in advance by the City for licenses and permits, impact fees and
charges for services that are applicable to the following fiscal year.
Compensated absences: It is the City's policy to permit employees to accumulate a limited amount of earned but
unused personal leave, which will be paid upon separation of service. Compensated absences are accrued when
incurred in the government -wide and proprietary fund financial statements. A liability for these amounts is
reported in the governmental funds only if it has matured, for example, as a result of employee resignation or
retirements. Compensated absences for governmental activities typically have been liquidated in the general
fund.
On -behalf payments: The City receives on -behalf payments from the State of Florida to be used for Police and
Fire -Rescue pension benefits. Such payments are recorded as intergovernmental revenue and public safety
expenditures in the GAAP basis government -wide and general fund financial statements, but are not budgeted
and therefore are not included in the general fund budgetary comparison schedule. On -behalf payments paid to
the City by the State totaled $1,225,288 for the year ended September 30, 2013. Pursuant to City Ordinance, the
Fire Pension deducts 2% of the total compensation for participants from the Chapter 175 taxes received during
the fiscal year and allocates this amount as Employee Contributions in lieu of increasing the members'
contribution rate.
46
P1
Note 1. Summary of Significant Accounting Policies (continued)
Long-term obligations: In the government -wide financial statements, and proprietary fund types in the fund
financial statements, long-term debt and other long-term obligations are reported as liabilities in the applicable
governmental activities or proprietary fund type statement of net position. Bond premiums and discounts are
deferred and amortized over the life of the bonds using the effective interest method. Bonds payable are reported
net of the applicable bond premium or discount.
In the fund financial statements, governmental fund types recognize bond premiums and discounts, as well as
bond issuance costs, during the current period. The face amount of debt issued is reported as other financing
sources. Premiums received on debt issuances are reported as other financing sources, while discounts on debt
issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt
proceeds received and principal payments on debt are reported as debt service expenditures.
Net other postemployment benefit obligations: The City is required to calculate and recognize a net other
postemployment benefit obligation at September 30, 2013. The net other postemployment benefit obligation is, in
general, the cumulative difference between the actuarial required contribution and the actual contributions since
October 1, 2012. Net other postemployment benefit obligations have typically been liquidated in the general fund.
Net position: Equity in the government -wide statement of net position is displayed in three categories: 1) net
investment in capital assets, 2) restricted, and 3) unrestricted. Net investment in capital assets consist of capital
assets reduced by accumulated depreciation and by any outstanding debt incurred to acquire, construct or
improve those assets, excluding unexpended proceeds. Net position is reported as restricted when there are
legal limitations imposed on their use by City legislation or external restrictions by other governments, creditors or
grantors. Unrestricted net position consists of all remaining net position that do not meet the definition of either of
the other two components.
Fund equity: In the fund financial statements, fund balance is a measurement of available financial resources and
is the difference between total assets and total liabilities in each fund. Governmental accounting principles
distinguish fund balance classification based on the relative strength of the constraints that control the purposes
for which specified amounts can be spent. Beginning with the most restrictive constraints, the City's fund balance
amounts will be reported in the following categories:
Nonspendable — Represents amounts that are not in a spendable form, or are legally or contractually
required to be maintained intact.
Restricted — Represents amounts that can be spent only for the specific purposes stipulated by external
parties either constitutionally or through enabling legislation.
Committed — Represents amounts that can be used only for the specific purposes determined by a formal
action of the City Council. The City Council is the highest level of decision -making authority for the City.
Commitments may be established, modified, or rescinded only through ordinances approved by the City
Council.
Assigned — Represents amounts intended to be used by the City for specific purposes. Intent can be
expressed by the City Council or by a designee to whom the governing body delegates the authority.
Under the City's adopted policy through resolution, only the City Council or City Manager may assign
amounts for specific purposes. In governmental funds other than the General Fund, assigned fund
balance represents the amount that is not restricted or committed. This indicates that resources in other
governmental funds are, at a minimum, intended to be used for the purpose of that fund.
Unassigned — Includes all amounts not contained in other classifications and is the residual classification
of the General Fund only. Unassigned amounts are the portion of Fund Balance which is not obligated or
specifically designated and is available for any purpose.
47
Note 1. Summary of Significant Accounting Policies (continue
The goal of the City's fund balance policy is to achieve and maintain an Unassigned Fund Balance in the General
Fund at fiscal year-end of not less than 17% of expenditures, which represents approximately two (2) months'
operating expenditures. If the Unassigned Fund Balance at fiscal year-end falls below the goal, the City shall
develop a restoration plan to achieve and maintain the minimum fund balance. At the end of the fiscal year, the
City's unassigned fund balance equaled 39.0% of expenditures.
When multiple categories of fund balance are available for expenditure, the City will start with the most restricted
category and spend those funds first before moving down to the next category with available funds.
New Accounting Pronouncements: The City implemented the following GASB Statements during the fiscal year
ended September 30, 2013:
GASB Statement No. 62, Codification of Accounting and Financial Reporting Guidance Contained in Pre -
November 30, 1989 FASB and AICPA Pronouncements. This Statement codifies all sources of GAAP for state
and local governments so that the authoritative accounting and financial reporting literature will be together in a
single source, with that guidance modified as necessary to appropriately recognize the governmental environment
and the needs of governmental financial statement users. The City elected to include all pre -November 30 1989
FASB pronouncements, which are now codified in GASB Statement No. 62.
GASB Statement No. 63, Financial Reporting of Deferred Outflows of Resources, Deferred Inflows of Resources
and Net Position. This provides financial reporting guidance for deferred outflows and inflows of resources, and
identifies net position as the residual of all other elements presented in a statement of financial position. This
Statement re -defines certain assets and liabilities as deferred outflows/inflows of resources and requires the
financial statement line items "Investment in capital assets, net of related debt" and "Net Assets" to be re -titled as
"Net investment in capital assets" and "Net Position" respectively.
GASB Statement No. 65, Items Previously Reported as Assets and Liabilities. This statement provides additional
guidance for the accounting and financial reporting for deferred outflows/inflows of resources and certain items
that were previously reported as assets, as set forth in GASB Statement No. 63. This Statement specifically
addresses the calculation of a deferred outflow or inflow related to the refunding of debt and requires that debt
issuance costs be expensed in the period the debt was issued. This Statement also requires that revenues
received prior to the period to which they relate, are to be classified as unavailable revenues (a deferred inflow of
resources).
Use of estimates: The preparation of the financial statements in conformity with accounting principles generally
accepted in the United States requires management to make estimates and assumptions that affect the reported
amounts of assets and liabilities and the disclosure of contingent assets and liabilities at the date of the financial
statements. Estimates also affect the reported amounts of revenues and expenditures/expenses during the
reporting period. Actual results could differ from estimates.
Note 2. Cash and Cash Equivalents and Investments
Cash and Cash Equivalents: Cash and cash equivalents at September 30, 2013, excluding amounts held by
Fiduciary Funds, include petty cash of $2,955 and deposits with financial institutions with a carrying value of
$11,521,237 and a bank balance of $12,255,509. Money market mutual funds have a carrying value of
$128,910. Cash and short term investments of the Fiduciary Funds at September 30, 2013, consist of money
market mutual funds and cash and cash equivalents with a carrying value of $4,950,571.
All deposits with financial institutions were entirely covered by a combination of federal depository insurance and
a collateral pool pledged to the State Treasurer of Florida by financial institutions which comply with the
requirements of Florida Statutes and have been designated as a qualified public depository by the State
Treasurer. Qualified public depositories are required to pledge collateral to the State Treasurer with a fair value
equal to a percentage of the average daily balance of all government deposits in excess of any federal deposit
insurance. In the event of a default by a qualified public depository, all claims for government deposits would be
48M
P1
Note 2. Cash and Cash Equivalents and Investments (continued
satisfied by the State Treasurer from the proceeds of federal deposit insurance, pledged collateral of the public
depository in default and, if necessary, a pro rata assessment to the other qualified public depositories in the
collateral pool. Accordingly, all deposits with financial institutions are considered fully insured. The money
market mutual fund deposits are uninsured and uncollateralized.
Investments: Florida Statutes and the City's investment policy authorize the City to invest in obligations and
agencies of the U.S. Government; fully collateralized interest bearing time deposits or savings accounts with
banks or savings and loan associations; the State Board of Administration Florida Prime Fund; short term
corporate obligations; investments in any open-end or closed -end management type investment company or
investment trust registered under the Investment Company Act of 1940, provided the portfolio of such investment
company is limited to Government Obligations and to repurchase agreements fully collateralized by such
Government Obligations; and repurchase agreements collateralized by Government Obligations, Government
National Mortgage Association, Fannie Mae or Florida Home Loan Mortgage Corporation. The City's Pension
Boards have full power and authority to invest and reinvest subject to the general terms, conditions, limitations
and restrictions imposed by Part VII, Chapter 112, Florida Statutes, on the investments of public employee
retirement systems.
The carrying value (fair value) of investments at September 30, 2013, was as follows:
Primary
Fiduciary
Government
Funds
U.S. Government obligations
$ 12,106,526
$ 4,607,447
Mortgage backed securities
12,140,946
5,760,415
Commercial paper
18,738,352
-
Fixed income funds
-
844,420
Collateralized mortgage obligations
-
363,569
Corporate obligations
-
16,662,423
Equity securities
-
26,660,439
Equity funds
-
42,881,575
Foreign bonds
33,921
International funds
-
11,974,648
International bond funds
-
4,405,862
Real estate funds
-
5,805,781
Total Investments
$ 42,985,824
$120,000,500
The value, liquidity, and related income of certain securities with contractual cash flows, such as asset backed
securities collateralized by mortgage obligations, commercial mortgage backed securities, and mutual funds
investing in these securities or entities, are particularly sensitive to changes in economic conditions, including real
estate value, delinquencies or defaults, or both, and may be adversely affected by shifts in the market's
perception of the issuers and changes in interest rates.
Due to the various risks associated with certain investments, it is at least reasonably possible that changes in the
values of investments will occur in the near term and that such changes could materially affect the amounts
reported in the accompanying financial statements.
Interest Rate Risk: Interest rate risk is the risk that changes in interest rates will adversely affect the fair value of
an investment. Interest rate risk disclosures are required for debt investment pools —such as bond mutual funds
and external bond investment pools —that do not meet the requirements to be reported as a 2a7-like pool.
Generally, the longer the maturity of an investment the greater the sensitivity of its fair value to changes in market
interest rates. Cash equivalents have a weighted average maturity of ninety days or less, resulting in minimal
interest rate risk. As a means of limiting its exposure to fair value losses arising from rising interest rates, the
City's investment policy states that securities included within the short term fund will have maturities of less than
one year. Investments included in the core fund will have a maximum maturity of five (5) years. Although the
Fiduciary Funds' investment policies do not provide limitations as to maturities, the Funds minimize the risk of fair
value losses in fixed income portfolios due to rising interest rates by structuring the investment portfolio so that
49
P1
Note 2. Cash and Cash Equivalents and Investments (continued
securities mature to meet ongoing cash requirements, thereby avoiding the need to sell securities on the open
market prior to maturity; and by investing operating funds primarily in shorter -term securities or by cash flow
projections. The table below summarizes the scheduled maturities of fixed income investments at September 30,
2013:
Investment Maturities
Less Than One to Six to More Than
Investment Types Fair Value One Year Five Years Ten Years Ten Years
Primary Government
U.S. Government
obligations
Mortgage backed securities
Commercial paper
Total Primary Government
Fiduciary Funds
U.S. Government
obligations
Mortgage backed securities
Collateralized mortgage
obligations
Fixed income funds
Corporate obligations
Foreign bonds
Total Fiduciary Funds
$12,106,526 $ - $12,106,526 $ - $ -
12,140,946 - 12,140,946 - -
18,738,352 18,738,352 - - -
$42,985,824 $ 18,738,352 $24,247,472 $ - $ -
$ 4,607,447 $
30,096
$ 2,992,285
$ 1,469,613
$ 115,453
5,760,415
-
78,942
2,076,617
3,604,856
363,569
60,514
32,791
-
270,264
844,420
-
844,420
-
-
16,662,423
497,841
6,617,933
8,604,966
941,683
33,921
-
33,921
-
-
$28,272,195 $
588,451
$10,600,292
$12,151,196
$ 4,932,256
Credit Risk: Credit risk is the risk that an issuer will not fulfill its obligations. The City's investment policy
minimizes credit risk by limiting investments to the safest types of securities and diversifying the investment
portfolio. The Police Pension Plan's investment policy limits corporate obligations to only those holding a rating of
one of the three highest classifications by an NRSRO. The Fire Pension Plan's policy limits investments to
securities with a rating of investment grade or a higher classification by an NRSRO. The General Employee
Pension Plan's investment policy does not limit corporate obligations to those with one of the three highest
classifications by an NRSRO. The NRSRO ratings for the City's investments at September 30, 2013, are
summarized below.
Investment Type NRSRO Rating Fair Value
Fixed income funds
AA/V4
$ 844,420
U.S. Gov't bonds & notes
AA+
12,106,526
U.S. Gov't obligations
AA+
15,008,941
U.S. Gov't obligations
Aaa
1,739,452
Commerical paper
A-1+...A-1
18,738,352
Mortgage/Asset backed
securities
AA+
1,348,340
Mortgage backed securities
Aaa
4,412,075
Collateralized mortgage
obligations
Aaa ... Aa2
363,569
Corporate obligations
AAA... BBB+
10,867,750
Corporate bonds
Aaa ... Ba1
5,504,777
Municipal obligations
AAA ... AA-
289,896
Equity securities
Unrated
27,964,067
Pooled equity trust funds
Unrated
30,668,482
Equity mutual funds
Unrated
10,909,465
International equity securities
Unrated
1,045,616
117
P1
Note 2. Cash and Cash Equivalents and Investments (continued
Investment Type NRSRO Rating Fair Value
International bonds, notes and
debentures
Ball
33,921
Int'I equity mutual funds
Unrated
7,974,212
Int'I fixed income mutual funds
Unrated
2,903,577
Int'I equity common trust funds
Unrated
2,954,820
Int'I bond mutual funds
Unrated
1,502,285
Comingled real estate funds
Unrated
5,805,781
Custodial Credit Risk: Custodial credit risk is the risk that, in the event of the failure of the counterparty, the City
will not be able to recover the value of its investments or collateral securities that are in the possession of an
outside party. The investment policy of the City minimizes this risk by prohibiting the purchase of securities
subject to custodial credit risk. The City and its pension plans require that all securities be held by a third party
custodian in the name of the City. Securities transactions between a broker -dealer and the custodian involving
the purchase or sale of securities must be made on a "delivery vs. payment" basis to ensure that the custodian
will have the security or money, as appropriate, in hand at the conclusion of the transaction.
Concentration of Credit Risk: Concentration of credit risk is defined as the risk of loss attributed to the magnitude
of an investment in a single issuer. The City's investment policy limits the concentration of credit risk by setting
limits on the maximum amount of securities held by type and by single issuer. The City's Police Pension Plan's
investment policy limits investments in the stock of any one issuing company to 5% of the Plans' assets and to
5% of the outstanding capital stock of any issuing company. The City's Fire Pension Plan's investment policy
limits investments in the stock of any one issuing company to 3% of the Fund's assets, and to 3% of the
outstanding capital stock of any issuing company. Investments issued or explicitly guaranteed by the U.S.
government and investments in mutual funds, external investment pools and other pooled investments are
excluded from this requirement.
Foreign Currency Risk: Foreign currency risk is the risk that changes in exchange rates will adversely affect the
fair value of an investment. There was no direct exposure to foreign currency risk in the City's investments at
September 30, 2013.
Note 3. Accounts Receivable
Accounts receivable and the related allowance for doubtful accounts at September 30, 2013, are summarized as
follows:
Gross Allowance Net
Accounts For Doubtful Accounts
Receivable Accounts Receivable
Governmental Activities
Due from EMS $ 1,666,470 $ (1,438,597) $ 227,873
Franchise fees 1,032,945 - 1,032,945
Utility taxes 178,884 - 178,884
Interest 65,910 - 65,910
Extra police services 25,310 - 25,310
Other miscellaneous services 21,290 - 21,290
Total governmental activities $ 2,990,809 $ (1,438,597) $ 1,552,212
Note 4. Property Taxes
Under Florida law, the assessment of all properties and the collection of all county, municipal and school board
property taxes are consolidated in the offices of the County Property Appraiser and County Tax Collector,
respectively. All property is reassessed according to its fair market value on January 1 of each year and each
51
P1
Note 4. Property Taxes (conti
assessment roll is submitted to the State Department of Revenue for review to determine if the assessment roll
meets all of the appropriate requirements of State law. State statutes permit municipalities to levy property taxes
at a rate of up to 10 mills.
The tax levy of the City is established by the Council prior to October 1st of each year during the budget process.
The Palm Beach County Property Appraiser incorporates the City's millage into the total tax levy, which includes
the County, County School Board, and special district tax requirements. The millage rate assessed by the City for
the year ended September 30, 2013, was 5.9194 ($5.9194 for each $1,000 of assessed valuation).
Taxes may be paid less a 4% discount in November, or at declining discounts each month through the month of
February. All unpaid taxes become delinquent on April 1st following the year in which they are assessed.
Delinquent taxes on real property bear interest at 18% per year. On or prior to June 1st following the tax year,
certificates are offered for sale for all delinquent taxes on real property.
After sale, tax certificates bear interest at 18% per year or at any lower rate bid by the buyer. Application for a tax
deed on any unredeemed tax certificates may be made by the certificate holder after a period of two years.
Unsold certificates are held by the County. Delinquent taxes on personal property bear interest at 18% per year
until the tax is satisfied either by seizure and sale of the property or by the five-year statute of limitations. At
September 30, 2013, unpaid delinquent taxes are not material and have not been recorded by the City.
Note 5. Capital Assets
Capital assets activity for the year ended September 30, 2013, was as follows:
Balance
October 1,
2012
Additions/
Transfers
Retirements/
Transfers
Balance
September 30,
2013
Governmental activities:
Capital assets not being depreciated:
Land
$ 14,852,345
$ -
$ -
$ 14,852,345
Construction in progress
2,325,137
3,832,132
(1,568,245)
4,589,024
Total capital assets not being depreciated
17,177,482
3,832,132
(1,568,245)
19,441,369
Capital assets being depreciated:
Buildings
$ 35,623,527
$ 401,000
$ -
$ 36,024,527
Roadways
65,632,413
141,736
-
65,774,149
Drainage and structures
17,760,417
-
-
17,760,417
Machinery and equipment
25,467,593
2,550,864
(1,788,680)
26,229,777
Improvements other than buildings
16,844,256
622,511
(4,000)
17,462,767
Total capital assets being depreciated
161,328,206
3,716,111
(1,792,680)
163,251,637
Less accumulated depreciation:
Buildings
(15,093,714)
(1,369,545)
-
(16,463,259)
Roadways
(39,657,944)
(1,237,669)
-
(40,895,613)
Drainage and structures
(3,994,517)
(197,205)
-
(4,191,722)
Machinery and equipment
(19,418,712)
(2,443,295)
1,786,796
(20,075,211)
Improvements other than buildings
(8,511,933)
(978,051)
1,644
(9,488,340)
Total accumulated depreciation
(86,676,820)
(6,225,765)
1,788,440
(91,114,145)
Total capital assets being depreciated, net
74,651,386
(2,509,654)
(4,240)
72,137,492
Governmental activities capital assets, net
$ 91,828,868
$ 1,322,478
$ (1,572,485)
$ 91,578,861
52
I]
Note 5. Capital Assets (continued)
Depreciation expense was charged to functions as follows:
Governmental activities:
General government
$ 596,488
Public safety
1,966,886
Culture and recreation
1,933,367
Physical environment
443,807
Transportation
1,285,217
Total depreciation expense — governmental activities $ 6,225,765
Note 6. Lona-Term Debt
Changes in Long -Term Liabilities
Long-term liability activity for the year ended September 30, 2013, was as follows:
Governmental activities:
Capital leases payable
Compensated absences
General obligation bonds payable
Public improvement and
refunding bonds payable
Add premium on revenue bonds
Public improvement bonds payable
Claims payable
Net OPEB obligation
Total governmental activities
Capital Leases Payable
Balance Balance Due
October1, September 30, Within
2012 Additions Reductions 2013 One Year
$ 801,213 $ 1,208,074
$ (400,644)
$ 1,608,643 $
194,838
2,780,413 2,947,810
(2,621,347)
3,106,876
233,944
7,489,697 -
(1,124,559)
6,365,138
1,161,067
14,425,000 -
(1,880,000)
12,545,000
1,545,000
90,719
-
(11,954)
78,765 -
1,655,348
4,300,000
(391,097)
5,564,251 825,229
284,984
4,701,443
(4,726,895)
259,532 259,532
1,906,000
565,000
(158,000)
2,313,000 -
$ 29,433,374
$ 13,722,327
$(11,314,496)
$ 31,841,205 $ 4,219,610
The City has entered into various lease agreements as lessee for financing the acquisition of fire rescue vehicles.
These lease agreements qualify as capital leases for accounting purposes and, therefore, have been recorded at
the present value of their future minimum lease payments as of the inception date.
Assets acquired through capital leases are as follows:
Governmental
Activities
Assets:
Machinery and equipment $ 2,292,943
Less accumulated depreciation (979,327)
Total $ 1,313,616
PI
The future minimum lease obligations and the net present value of these minimum lease payments as of
September 30, 2013 were as follows:
PI
53
P1
Note 6. Long -Term Debt (continued)
Year Ending Governmental
September 30, Activities
2014
2015
2016
2017
2018
2019-2023
Total minimum lease payments
Less amount representing interest
Present value of minimum lease payments
$ 261,539
261,539
249,003
223,932
334,584
577,063
1,907,660
(299,017)
$ 1,608,643
Outstanding
Bonds Payable Balance
General Obligation Bonds
The City's voters authorized by special referendum on September 3, 1996, the issuance of
bonds, not to exceed $19.1 million, for payment of the cost of demolition of the old City Hall
and Police Station; acquisition, construction and furnishing of the new City Hall, new Police
Station, an addition to the central Fire Station; and improvements to certain recreational
facilities. The bonds are general obligations of the City, payable from ad valorem taxes to be
levied upon all taxable property in the City, in addition to all other taxes, without limitation as to
rate or amount. The bonds were issued in series.
Series 2000
The City issued $1,200,000 General Obligation Bonds, Series 2000 on July 28, 2000. Interest
on the bonds is 5.23% and is payable semi-annually on January 1 and July 1 commencing on
January 2, 2001. Principal payments will be due July 1 each year beginning July 1, 2001
through July 1, 2015. Debt service payments will be made from the general fund. $ 218,071
Series 2005
The City issued $6,901,176 General Obligation Refunding Bonds, Series 2005 on May 20,
2005, to retire the General Obligation Bonds that were issued in 1996 and 1997. Interest on
the bonds is 3.32% and is payable semi-annually on June 1 and December 1. Principal is
payable in annual installments of $218,298 to $334,319, with the final payment due December
1, 2017. Debt service payments will be made from the general fund. 3,107,930
Series 2010
The City issued $4,440,997 General Obligation Refunding Bonds, Series 2010 on December
17, 2010, for the purpose of refunding all of the City's General Obligation Bonds that were
issued in 1998 and 1999. Interest on the bonds is 2.67% and is payable semi-annually on
January 1 and July 1, commencing on July 1, 2011. Principal payments will be due July 1
each year beginning July 1, 2011 through July 1, 2019. Debt service payments will be made
from the general fund. 3,039,137
Total general obligation bonds $ 6,365,138
M
Public Improvement Bonds
Series 2005
On December 15, 2005, the City approved, through adoption of Resolution 170, 2005, the
issuance of Public Improvement Bond, Series 2005, in the amount of $1,155,200 for the
purpose of financing the cost of improvements to the City's Golf Course. Interest at the rate of
3.78% is payable semi-annually on June 1 and December 1. Principal is payable in annual
installments of $98,809 to $135,533, with the final payment due December 1, 2015. Debt
service payments will be made from the general fund. $ 391,970
54
I]
Note 6. Long -Term Debt (continued)
Outstanding
Bonds Pavable Balance
Public Improvement Bonds
Series 2006
On April 6, 2006, the City approved, through adoption of Resolution 37, 2006, the issuance of
Public Improvement Bond, Series 2006, in the amount of $2,600,000 for the purpose of
financing the cost of improvements to the City's Parks and Public Safety Facilities. Interest at
the rate of 3.78% is payable semi-annually on June 1 and December 1. Principal is payable in
annual installments of $224,151 to $301,613, with the final payment due December 1, 2015.
Debt service payments will be made from the general fund. $ 872,281
Series 2011
The City issued $16,190,000 Public Improvement Refunding Bonds, Series 2011 on
November 8, 2011, to advance refund the outstanding Public Improvement Refunding Bonds,
Series 2003. Interest at rates ranging from .85% to 3.75% is payable semi-annually on May 1
and November 1. Principal is payable in annual installments of $325,000 to $1,880,000, with
the final payment due May 1, 2023. Debt service payments will be made from the general
fund. 12,545,000
Series 2013
On June 6, 2013, the City approved, through adoption of Resolution 39, 2013, the issuance of
the Public Improvement Bond, Series 2013, in the amount of $4,300,000 for the purpose of
financing the cost of improvements to the City's Golf Course and the construction of a new fire
station. Interest at rates ranging from 1.77% to 1.89% is payable semiannually on June 1 and
December 1. Principal is payable in annual installments of $209,370 to $245,403, with the
final payment due December 1, 2022. Debt service payments will be made from the general
fund. 4,300,000
Total public improvement bonds $ 18,109,251
Annual debt service payments to maturity for all bonds are as follows:
Year Ending General Obligation Bonds Public Improvement Bonds Total All Bonds
September 30 Principal Interest Principal Interest Principal Interest Total
2014
$ 1,161,067
$ 184,689
$ 2,370,229
$ 440,310
$ 3,531,296
$ 624,999
$ 4,156,295
2015
1,198,790
146,804
2,417,001
395,668
3,615,791
542,472
4,158,263
2016
1,120,300
109,138
2,475,804
342,067
3,596,104
451,205
4,047,309
2017
1,154,419
74,845
2,086,685
290,953
3,241,104
365,798
3,606,902
2018
1,189,590
39,495
2,124,860
240,927
3,314,450
280,422
3,594,872
2019-2023
540,972
14,936
6,634,672
415,975
7,175,644
430,911
7,606,555
$ 6,365,138 $ 569,907 $ 18,109,251 $ 2,125,900 $ 24,474,389 $ 2,695,807 $ 27,170,196
In -Substance Defeasance — Prior Years
In 2003, the City defeased a bond issue (Florida Intergovernmental Finance Commission Capital Revenue Bonds,
2001 Series B) by creating a separate irrevocable trust fund. New debt was issued and the proceeds of the new
debt were used to purchase U.S. government securities that were placed in an irrevocable trust fund. The
investments and fixed earnings from the investments are sufficient to fully service the defeased debt until the debt
is called or matures. For financial reporting purposes, the debt has been considered defeased and therefore
removed as a liability from the City's government -wide financial statements. As of September 30, 2013, the
amount of defeased debt outstanding, but removed from the City's government -wide financial statements is
$10,355,000.
In 2011, the City defeased the Public Improvement and Refunding Bonds, Series 2003 by creating a separate
irrevocable trust fund. New debt was issued and the proceeds of the new debt were used to purchase U.S.
55
P1
Note 6. Long -Term Debt (continued)
government securities that were placed in an irrevocable trust fund. The investments and fixed earnings from the
investments are sufficient to fully service the defeased debt until the debt is called or matures. For financial
reporting purposes, the debt has been considered defeased and therefore removed as a liability from the City's
government -wide financial statements. As of September 30, 2013, the amount of defeased debt outstanding, but
removed from the City's government -wide financial statements is $11,890,000.
Note 7. Interfund Transfers
The following is a summary of transfers by fund type for the year ended September 30, 2013:
Transfer In
Non -major Internal
Transfer Out General governmental service
Fund funds funds Total
General fund $ - $ 71,038 $ 16,708 $ 87,746
Road Impact fund 559,748 - - 559,748
$ 559,748 $ 71,038 $ 16,708 $ 647,494
Transfers were made to move funds from the general fund as part of mid -year budget authorizations to fund
salary increases. A transfer to the general fund from the road impact fund was made for scheduled debt service
payments.
Note 8. Pension Plans
Florida Retirement Svstem — Defined Benefit Plan
In October 2006, the City approved, through the adoption of Resolution 84, 2006, the participation in the Florida
Retirement System ("FRS") for general employees, including elected officials and senior management.
Employees participating in another City retirement plan that were hired prior to October 1, 2006, had the right to
elect to continue participating in the City plan or discontinue participation in the City plan and join the FRS.
Employees that elected to join the FRS were eligible for past service credit, at the City's expense, for the period of
the participation in the City retirement plan, up to 9.75 years. Additional past service credit could be purchased at
the employee's expense. Employees are vested in FRS after six years of service.
The FRS is a cost -sharing, multiple employer defined benefit pension plan. FRS was created by the Florida
Legislature and is administered by the State of Florida, Department of Management Services, Division of
Retirement. FRS provides retirement, disability or death benefits for retirees or their designated beneficiaries. All
retirement legislation must comply with Article X, Section 14 of the State Constitution and Part VII, Chapter 112
Florida Statutes. Both of these provisions require that any increase in retirement benefits must be funded
concurrently on an actuarially sound basis.
FRS issues a publicly available financial report that includes statements of financial condition, investment
objectives and policy, an actuarial report, historical and statistical information on active members, annuitants, and
benefit payments, as well as a description of the retirement plans. The report may be obtained by writing to the
Division of Retirement, P.O. Box 9000, Tallahassee, Florida 32315-9000.
Employees in the Florida Retirement System Pension Plan and Investment Plan are required to contribute 3% of
their income as part of SB 2100 FRS reform measures that passed in the 2011 Florida legislative session.
Contribution percentage amounts are subject to change each year based on legislative law changes, investment
experience and the actuarial experience of the trust fund. As of September 30, 2013, the City's required annual
contribution is 6.95% of the covered salary for general employees, 18.31 % for senior management, and 33.03%
for elected officials. The City's contributions to FRS for the years ended September 30, 2013, 2012, and 2011
P1
Note 8. Pension Plans (continued)
were $752,510, $620,532, and $1,127,214, respectively, equal to 100% of the required contributions for each
year.
Citv Sponsored — Defined Benefit Plans
Plan Descriptions:
The City is the sponsor of three single employer defined benefit plans: City of Palm Beach Gardens Police Offi-
cers' Pension Fund (the "Police Pension") covering police officers, City of Palm Beach Gardens Retirement Plan
for Firefighters (the "Fire Pension") covering Firefighters, and City of Palm Beach Gardens Retirement Plan for
General Employees (the "General Employees' Pension"). The defined benefit plan for general employees was
closed to new employees hired after May 1, 1995. All three plans are reported as pension trust funds. The City
Council is authorized to establish benefit levels and to approve the actuarial assumptions used in the
determination of contribution levels.
At the election of the Pension Boards, separate audited financial statements are produced for the Police Pension
and the Fire Pension. The General Employees Pension does not issue separate statements. The stand-alone
statements for the Police Pension and the Fire Pension can be obtained from the respective pension boards.
Each pension plan has its own board that acts as plan administrator and trustee. Each plan's assets may only be
used for the payment of benefits to the members and beneficiaries of the plan in accordance with the terms of
each plan document. The costs of administering each plan are financed in the appropriate pension trust fund.
The Florida Constitution requires local governments to make the actuarially determined contribution. The Florida
Division of Retirement reviews and approves each local government's actuarial report for funding purposes.
Additionally, the State collects two locally authorized insurance premium surcharges (one for the Police Pension
Plan on casualty insurance policies and one for the Fire Pension Plan on certain real and personal property
insurance policies within the corporate limits) which can only be distributed after the State has ascertained that
the local government has met their actuarial funding requirement for the then most recently completed fiscal year.
Basis of Accounting:
The Plan's financial statements are prepared using the accrual basis of accounting. Employee contributions are
recognized in the period in which the contributions are due. Employer and State of Florida contributions are
recognized when due and the employer has made a formal commitment to provide the contributions. Benefits
and refunds are recognized when due and payable in accordance with the terms of the Plans.
Investments:
Investments are reported at fair value and are managed by third party money managers. The Plans' independent
custodians and individual money managers price each instrument using various third party pricing sources. The
benefits and refunds of the defined benefit pension plans are recognized when due and payable in accordance
with the terms of the plan.
Plan Amendments During the Fiscal Year:
On September 13, 2012, the City approved Ordinances 23 and 24, 2012, amending benefit provisions of the
Firefighters and Police Officers Pension Plans, respectively. The impacts of these changes affected the City's
required contributions for the current fiscal year ending September 30, 2013. A summary of the changes is as
follows:
Firefighters Pension
• The maximum benefit was reduced from 99% to 75%.
• Compensation was changed from total W-2 earnings to base pay.
• The COLA was reduced from 3% to 1.5%.
• Chapter 175 funds in the amount of $507,634 will be used to offset the City's contribution, rather than to
fund member share accounts.
57
P1
Note 8. Pension Plans (continued)
Police Officers Pension
• The benefit multiplier was lowered from 3.5% to 2.75%.
• The maximum benefit that may be accrued was reduced from 100% to 75%.
• Compensation was changed from total W-2 earnings to base pay.
• Normal retirement was changed to age 59 with 10 years of service from age 52 with 10 years of service
or 20 years of service at any age.
• The COLA provided by actuarial gains was eliminated.
The impacts on the Plans' required contributions and funded levels were determined by actuarial impact
statements dated August 15, 2012, and September 12, 2012, for the Police Pension and Fire Pension Plans,
respectively. The following Actuarial Assumptions, Annual Pension Cost and Net Pension Asset, Three Year
Trend Information, and Funded Status schedules are derived from the October 1, 2011 actuarial valuations, and,
for items affected by the above revisions, the actuarial impact statements issued subsequent to October 1, 2011,
were used, and are noted in the schedules.
Actuarial Assumptions:
The following schedule is derived from the respective actuarial reports and City information for the three pension
plans as part of the actuarial valuation pertaining to the year ended September 30, 2013.
General
Emalovees' Police Fire
Asset Valuation:
Reporting
Fair value
Fair value
Fair value
Actuarial Valuation
4-year smoothed
(')
4-year smoothed
Legal Reserves
None
None
None
Long -Term Receivable
None
None
None
Internal/Participant Loans
None
None
None
Membership and Plan Provisions:
Members:
Active Participants
2
84
111
Retirees and Beneficiaries
13
56
14
Terminated Vested
2
1
2
Normal Retirement Benefits:
Retirement Age
62
59 (5)
52
Years of Service (minimum)
None
10
10
Accrual
2.50%
2.75%(5)
3.00%
Maximum
None
75.00%(5)
75.00%(6)
Years to Vest
10
10
10
Contributions:
Actuarial Rate:
City
119.28%
44.93%15)
29.40%(6)
State
N/A
6.87%(5)
6.47%(6)
Participants
6.00%
8.60%
5.44%(6)
Actuarial Valuation Date
10/1/2012
10/1/2011
10/1/2011
Asset Valuation Method
4-year smoothed
(1)
(4)
market
Actuarial Methods:
Actuarial Cost Method
Aggregate
Entry Age
Projected
Cost
Normal
Unit Credit
I]
Note 8. Pension Plans (continued)
General
Emplovees' Police Fire
Amortization Method
Level percent of
Level percent of
Level percent of
pay, open
pay, closed
pay, closed
Amortization Period
30 years
25 years
25 years
Significant Actuarial Assumptions:
Investment return
7.25%
7.40%151
8.25%
Projected salary increases
5.00%
7.50%
4.50%
Inflation
(3)
3.00%
4.50%
Cost of living adjustments
(3)
N/A
1.50%,2)
(') Effective October 1, 2006, the asset valuation method was changed from the five year smoothed method to a
method that recognizes 20% of the difference between market value of assets and expected actuarial asset
value.
(2) 1.0% for age 53, 2% for age 54, and 3% over age 55 for employees who had reached Normal Retirement
eligibility as of September 13, 2012. After this date, the COLA is 1.5%.
(3)Included in projected salary increases.
(4) Effective October 1, 2012, the asset valuation method was changed from the four year smoothed method to a
method that recognizes 25% of the difference between market value of assets and expected actuarial asset
value.
(5)Reflects changes made to the Plan subsequent to the 10/1/2011 valuation, as set forth in the actuarial impact
statement dated 8/15/2012. These changes were approved with adoption of Ordinance 24, 2012.
(6�Reflects changes made to the Plan subsequent to the 10/1/2011 valuation, as set forth in the actuarial impact
statement dated 9/12/2012. These changes were approved with adoption of Ordinance 23, 2012.
Annual Pension Cost and Net Pension Asset
The City's annual pension cost and net pension (obligation)/asset for the General Employees' Pension and the
Police Pension for the current year were as follows. The Annual Required Contribution for the Police Pension
reflects the changes previously discussed, and was calculated in the actuarial impact statement dated August 15,
2012:
Annual Required Contributions (ARC)
Interest on net pension obligation/(asset)
Adjustment to annual required contribution
Annual Pension Cost (APC)
Contributions made
Increase/(decrease) in net pension (obligation)/asset
Net pension obligation/(asset), beginning of year
Net pension obligation/(asset), end of year
Three Year Trend Information:
General
Employees' Police
Pension Pension
$ 120,572 $ 3,113,406
3,355 (14,017)
(3,564) 18,347
120,363 3,117,736
120,572 3,113,406
(209) 4,330
46,271 (1929016)
$ 46,062 $ (187,686)
The City's annual required contribution and actual contributions for each plan for the last three fiscal years ended
September 30, is shown below. The 2013 required contributions were determined as part of the actuarial
valuation pertaining to the year ended September 30, 2013, for each plan. The Annual Pension Costs for the
Police and Fire Pension Plans were determined by the actuarial impact statements dated August 15, 2012 and
September 12, 2012, respectively:
59
I]
Note 8. Pension Plans (continued)
Three Year Trend Information
Annual
Percentage
Net Pension
Pension
of APC
(Obligation)
Cost (APC)
Contributed
Asset
General Employees' Pension:
2011
$ 127,701
98.0%
$ (46,482)
2012
130,599
100.2%
(46,271)
2013
120,363
100.0%
(46,062)
Police Pension:
2011
$4,308,678
99.7%
$ 200,973
2012
4,207,140
99.7%
192,016
2013
3,117,736
99.9%
187,686
Fire Pension:
2011
$3,745,497
100.0%
$ -
2012
3,974,487
100.0%
-
2013
3,347,645
100.0%
-
Funded Status:
The schedule of funding progress presents information about the actuarial value of plan assets relative to the
actuarial accrued liability for the year ended September 30, 2013. Data for the Police and Fire Pension Plans
include information derived from both the October 1, 2011 valuation reports and the subsequent actuarial impact
statements issued August 15, 2012 and September 12, 2012, respectively. The Actuarial Accrued Liability and
Unfunded Actuarial Accrued Liability amounts were extracted from the actuarial impact statements.
Schedule of Funding Progress
Unfunded
Actuarial
UAAL as a
Actuarial
Actuarial
Accrued
Percentage
Actuarial Value of
Accrued
Liability
Funded Covered of Covered
Valuation Assets
Liability (AAL)
(UAAL)
Ratio Payroll Payroll
Date (a)
(b)
(b-a)
(a/b) (c) ((b-a)/c)
General Employees' Pension
10/1/2012 $ 2,059,833 $ 3,145,606 $ 1,085,773 65.48% $ 101,085 1,074.12%
Police Pension
10/1/2011 45,709,740 68,822,738 23,112,998 66.42% 5,724,225 403.78%
Fire Pension
09/30/2011 35,151,000 51,773,000 16,622,000 67.89% 10,576,000 157.17%
The required Schedule of Funding Progress immediately following the notes to the financial statements presents
multiyear trend information about whether the actuarial value of plan assets is increasing or decreasing over time
relative to the actuarial accrued liability for benefits.
The General Employees Pension does not issue separate stand-alone financial statements, therefore, included
below is the financial information for the Plan as of and for the year ended September 30, 2013:
General Employees Pension Trust Fund
Assets:
Cash and cash equivalents $ 28,293
Investments 2,148,048
Receivables 27,930
Total assets 2,204,271
Liabilities:
Accounts payable 1,088
Net assets held in trust for pension benefits $ 2,203,183
•1
I]
Note 8. Pension Plans (continued)
General Employees Pension Trust Fund
Additions:
Contributions:
Employer
$ 120,572
Employees
9,780
Total contributions
130,352
Investment earnings (loss):
Net appreciation in the fair value of investments
240,658
Less investment expenses
(4,248)
Net investment earnings
236,410
Total additions
366,762
Deductions:
Pension benefits
254,313
Administrative expenses
5,965
Total deductions
260,278
Change in net position
106,484
Net position, beginning
2,096,699
Net position, ending
$ 2,203,183
Defined Contribution Plan
The City of Palm Beach Gardens Money Purchase Plan (the "General Plan") and the City of Palm Beach Gardens
Executive Plan (the "Executive Plan") are defined contribution pension plans established by the City and
administered by ICMA Retirement Corporation to provide benefits at retirement to the employees of the City. The
General Plan was closed to new employees hired on or after October 1, 2006.
Employees of the City that were hired prior to October 1, 2006, and elected not to join the FRS are eligible to
participate in the General Plan. The City contributes to the General Plan an amount equal to the FRS contribution
rate at the time of election (9.85% general employee and 13.12% senior management) of the employee's base
salary each month. Employees also contribute an amount equal to 4% of their base salary in the General Plan.
The City's contributions for each employee (and interest allocated to the employees' accounts) are fully vested
after one year of continuous service. Plan revisions and contribution requirements are established and may be
amended by the City Council.
The City Manager is the only employee eligible to participate in the Executive Plan. The City contributes 15% to
the Executive Plan. As part of the employment agreement with the City Manager, the City contributes 3% of the
base salary to the Executive Plan, in addition to the 15%.
The City's contributions were calculated using the base salary amount of $1,118,371 for the General Plan and
$196,203 for the Executive Plan. The City made its required contributions of $118,792 for the General Plan and
$35,316 for the Executive Plan and employees made their required contributions of $44,735 to the General Plan.
Deferred Compensation Plan
The City offers its employees deferred compensation plans created in accordance with Internal Revenue Service
Code Section 457. This plan, available to all City employees, permits them to defer the payment of a portion of
their salary until future years. Participation in this plan is voluntary and the City makes no contributions to these
plans on behalf of the employee. The deferred compensation is not available to employees until termination,
retirement, death, or unforeseen emergency. All amounts of compensation deferred, including the investments
and earnings thereon, vest with the employee and are not subject to the claims of the City's general creditors.
61
P1
Note 9. Other Postemployment Benefits
The cost of postemployment healthcare benefits generally should be associated with the periods in which the cost
occurs, rather than in the future year when it will be paid. The City recognizes the cost of postemployment
healthcare benefits in the year when the employee services are received, reports the accumulated liability from
prior years, and provides information useful in assessing potential demands on the City's future cash flows.
Plan Description
The City provides certain healthcare benefits to active and retired employees and their dependents. The health
plan is a single employer plan administered by the City. The benefits, levels of benefit, employee contributions,
and employer contributions are governed by the City and can be amended by the City through management re-
commendations to, and approval by, City Council as part of the annual budget adoption process. The plan is not
reported as a trust fund nor has an irrevocable trust or equivalent arrangement been established to account for
the plan. As a result, the plan does not issue a separate financial report. The activity of the plan is reported in the
City's Self Insurance fund, an internal service fund.
Benefits Provided
Retired City employees can continue the same medical coverage they had as active employees. The City
provides postemployment health care benefits to its retired employees and their dependents. To be eligible for
benefits, an employee must reach retirement eligibility in their respective pension plan.
All health care benefits are provided through the City's self -insured health plan. The benefit levels are the same
as those afforded to active employees. Benefits include general inpatient and outpatient medical services; mental,
and substance abuse care; dental care; and prescriptions. Upon a retired employee reaching 65 years of age,
Medicare becomes the primary insurer and the City's plan will not pay benefits already paid by Medicare.
Membership
As of September 30, 2013, membership consisted of:
Membership
September 30, 2013
Active Employees 425
Retirees 17
Total 442
Funding Policy
The City establishes the individual premium to be paid by the retired employees. The State of Florida prohibits the
City from separately rating retired employees and active employees. As a result, the City's premium charges to
retired employees can be no more than the premium cost applicable to active employees. Generally accepted
accounting principles, however, require that the actuarial information presented below be calculated using age
adjusted premiums approximating claims costs for retirees separate from the active employees. The use of age
adjusted premiums results in the addition of an implicit rate subsidy into the actuarial accrued liability. For the year
ended September 30, 2013, retired employees contributed $188,092 to the plan. For those employees, through its
Self Insurance Fund, the City paid $147,649 in claims and administrative costs resulting in a net contribution of
$40,443. Active employees do not contribute 100% of the premium cost to the plan until retirement.
Annual OPEB Cost and Annual OPEB Obligation
The City's actuarial valuation was performed for the plan as of October 1, 2012 and determined the employer's
annual required contribution (ARC) for the year ended September 30, 2013. The ARC represents a level of
funding that, if paid on an ongoing basis, is projected to cover normal costs each year and amortize any unfunded
actuarial liabilities (or funding excess) over a period not to exceed 30 years. The following table shows the
components of the City's annual OPEB cost for the year, benefit payments made, and the changes in the net
OPEB obligation.
62M
P1
Note 9. Other Postemployment Benefits (continued)
Annual Required Contribution (ARC)
Interest on net OPEB obligation
Adjustment to annual required contribution
Annual OPEB cost
Benefit payments made
Increase in net OPEB obligation
Net OPEB obligation, beginning of year
Net OPEB obligation, end of year
$ 574,000
67,000
(76,000)
565,000
(158,000)
407,000
1,906,000
$ 2,313,000
The City's annual OPEB cost, the percentage of annual OPEB cost contributed to the plan, and the net OPEB
obligation was as follows:
Percentage of
Beginning Annual OPEB
Fiscal Year Net OPEB Annual Benefit Cost Net OPEB
Ended Obligation OPEB Cost Payments Contributed Obligation
9/30/2011 $ 864,000 $ 631,000 $ 129,000 20.44% $ 1,366,000
9/30/2012 1,366,000 675,000 135,000 20.00% 1,906,000
9/30/2013 1,906,000 565,000 158,000 27.96% 2,313,000
Funded Status
The funded status of the plan at October 1, 2012, the most recent actuarial valuation date, was as follows:
Schedule of Funding Progress
Unfunded
Actuarial
Actuarial
UAAL as a
Actuarial
Accrued
Accrued
Percentage
Actuarial Value of
Liability
Liability Funded
Covered of Covered
Valuation Assets
(AAL) —
(UAAL) Ratio
Payroll Payroll
Date (a)
(b)
(b-a) (a/b)
(c) ((b-a)/c)
10/1/2012 $ - $ 6,376,000 $ 6,376,000 0.00% $ 28,739,392 22.19%
Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions
about the probability of occurrence of events far into the future. Examples include assumptions about future
employment, mortality, and the healthcare cost trend. Amounts determined regarding the funded status of the
plan and the annual required contributions of the employer are subject to continual revision as actual results are
compared with past expectations and new estimates are made about the future. The schedule of funding
progress, presented as required supplementary information following the notes to the financial statements,
presents multi -year trend information that shows whether the actuarial value of plan assets is increasing or
decreasing over time relative to the actuarial accrued liabilities for benefits.
The City has not established an irrevocable trust fund or equivalent arrangement to accumulate assets to cover
the unfunded actuarial accrued liability, but instead has elected to account for the OPEB liability on a pay as you
go basis.
Actuarial Methods and Assumptions
Projections of benefits for financial reporting purposes are based on the substantive plan (the plan as understood
by the employer and plan members) and include the types of benefits provided at the time of each valuation and
the historical pattern of sharing of benefit costs between the employer and plan members to that point. The
projections do not explicitly incorporate the potential effects of legal or contractual funding limitations. The
actuarial methods and assumptions used include techniques that are designed to reduce short-term volatility in
actuarial accrued liabilities and the actuarial value of assets, consistent with the long-term perspective of the
calculations.
63P]
I?]
Note 9. Other Postemployment Benefits (continued)
In the October 1, 2012 actuarial valuation, the projected unit credit method was used. The actuarial assumptions
included 4% investment rate of return (net of administrative expenses), a discount rate of 3.5%, inflation rate of
2.5%, an annual healthcare cost trend rate of 7% decreasing until it reaches 4.20%, and salary scale growth of
3.5%. Life expectancies were based upon data found in the RP-2000 healthy and disabled tables. The actuarial
value of assets was not determined as the City has not advance funded its obligation. The plan's unfunded
actuarial accrued liability is being amortized as a level percentage of projected payroll on a closed basis. The
remaining amortization period at September 30, 2013 was twenty-six years.
Note 10. Contingent Liabilities
Amounts received or receivable from grantor agencies are subject to audit and adjustments by grantor agencies,
principally the federal government. Any disallowed claims, including amounts already collected, may constitute a
liability of the applicable funds. The amount, if any, of expenditures that may be disallowed by the grantor cannot
be determined at this time, although the City expects such amounts, if any, to be immaterial.
The City is a defendant in various claims and legal actions occurring in the course of operations. While the
ultimate outcome of the litigation cannot be determined at this time, management believes that any amounts not
covered by insurance, if any, resulting from these lawsuits would not materially affect the financial position of the
City.
The City has received proceeds from several federal and state grants. Periodic audits of these grants are
required and certain costs may be questioned as not being appropriate expenditures under the grant agreements.
Such audits could result in the refund of grant monies to the grantor agencies. Management of the City believes
that any required refunds would be immaterial. No provision has been made in the accompanying financial
statements for the refund of grant monies.
Note 11. Commitments
Commitments on major construction contracts consist of the following:
Fire Station Replacement
Bridge Refurbishment Project
City Park Expansion Phase III
Golf Course Modernization
Plant/Lilac Park Expansion
Municipal Complex Civic Enhancement
Total Expended at Balance
Project September 30, to
Authorization 2013 Complete
$ 2,579,100
$ -
$ 2,579,100
1,367,000
101,976
1,265,024
850,000
54,900
795,100
2,588,153
2,205,534
382,619
500,000
303,864
196,136
818,000
626,065
191,935
$ 8,702,253
$ 3,292,339
$ 5,409,914
Solid Waste, Recycling, and Vegetative Waste Collection Services
On February 17, 2006, the City entered into an agreement with Waste Management, Inc. of Florida granting an
exclusive solid waste, recycling and vegetative waste collection services franchise. The City renewed a five year
option for the agreement on April 5, 2012 which will terminate on March 30, 2018. The cost of the contract totaled
$2,598,193 for the year ended September 30, 2013.
64M
P1
Note 12. Jointly Governed Organization
The City, through an interlocal agreement with certain other municipalities and Palm Beach County, created the
Seacoast Utility Authority ("Seacoast") which provides water and sewer service to the citizens of each of the
participating municipalities and a portion of Palm Beach County. Seacoast's governing board is comprised of one
member from each participating entity. Seacoast is an independent authority organized under the laws of the
State of Florida and the City has no participating equity ownership in Seacoast. The City paid $106,572 to
Seacoast during the fiscal year for water and sewer service.
Note 13. Risk Manaaement and Health Insurance
The City is exposed to various risks of loss related to torts, theft of, damage to and destruction of assets; errors
and omission; and natural disasters for which the City carries commercial insurance. Specifically, the City
purchases commercial insurance for property, liability, and workers' compensation. The City is also covered by
Florida Statutes under the Doctrine of Sovereign Immunity which effectively limits the amount of liability of
municipalities to individual claims of $200,000/$300,000 for all claims relating to the same accident. There have
been no significant reductions in insurance coverage from the prior year. In addition, there have been no
settlements in excess of insurance coverage for the past three fiscal years.
Self -Insurance Fund
During fiscal year 2009, the City established the Self Insurance Fund (internal service fund) to account for medical
insurance claims of City employees and their covered dependents. Under this program, the fund provides the
employee with an unlimited lifetime maximum benefit. A maximum deductible of $200,000 for specific claims has
been set. Commercial insurance for specific loss claims in excess of the coverage provided by the fund is
supplied by Symetra Life Insurance Company. The City has contracted with Blue Cross/Blue Shield to perform
certain administrative functions, such as monitoring, reviewing and paying claims. Settled claims have not
exceeded the excess insurance limits during the fiscal year.
All City departments participate in the program and make payments to the self insurance fund based upon
actuarial estimates of the amounts needed to pay prior and current year claims, claims reserves, and
administrative costs.
Liabilities of the fund are reported when it is probable that a loss has occurred and the amount of the loss can be
reasonably estimated. Liabilities include an amount for claims that have been incurred but not reported (IBNRs).
The result of the process to estimate the claims liability is not an exact amount as it depends on many complex
factors, such as inflation, changes in legal doctrines, and damage awards. Accordingly, claims are re-evaluated
periodically to consider the effects of inflation, recent claim settlement trends (including frequency and amount of
pay -outs), and other economic and social factors.
The estimate of the claims liability also includes amounts for incremental claim adjustment expenses related to
specific claims and other claim adjustment expenses regardless of whether the expenses are allocated to specific
claims. Changes in claims liabilities were as follows:
Claims and
Year Ended
Claims Payable
Changes in
Claim
Claims Payable
September 30,
Beginning of Year
Estimates
Payments
End of Year
2011
$ 556,710
$ 4,336,082
$ (4,330,939)
$ 561,853
2012
561,853
4,468,885
(4,745,754)
284,984
2013
284,984
4,384,601
(4,410,053)
259,532
Note 14. Investment in Joint Venture
The City entered into an interlocal agreement with two other municipalities in Palm Beach County to purchase and
operate a county -wide public safety communications system. The interlocal agreement established the Municipal
Public Safety Communications Consortium of Palm Beach County ("MPSCC") whose purpose is to provide its
65F?l
I]
Note 14. Investment in Joint Venture (continued
members with expanded radio communications services (via the 800MHz trunked radio system) to aid in public
safety over a larger geographical region. The MPSCC is a cost sharing organization. Its annual budget is
prepared by the Executive Director and approved by the Board of Directors. The member municipalities of the
MPSCC are obligated for the debt incurred by the consortium and each municipality is responsible for their
respective portion of costs incurred by the MPSCC. The City's initial investment in this joint venture was
$676,200, which represents 13.8% of the total consortium investment. During the current fiscal year, the City had
expenditures of $98,732 relating to the consortium. The City's investment in the Joint Venture is $1,233,740 as of
September 30, 2013. Separate financial statements for the MPSCC may be obtained from the Palm Beach
Gardens Police Department, Attention: Colonel Ernie Carr, 10500 Military Trail, Palm Beach Gardens, Florida
33410.
Note 15. Interlocal
On September 30, 2010, the City adopted Resolution 74, 2010, entering into an agreement with three other
municipalities (the Town of Jupiter, Town of Juno Beach, and Jupiter Inlet Colony) to provide consolidated police
dispatch operations in Palm Beach County. The Northern Municipal Regional Communications Center's
(NMRCC) budget for the fiscal year was $2,588,239 which was offset by $42,870 in Palm Beach County 911
reimbursements. In addition, each participating municipality was responsible for its pro-rata share of
administrative service fees totaling $389,307.
The allocation of expenditures to the three municipalities is based on population with the City's share at 45.2%,
the Town of Jupiter at 51.5%, the Town of Juno Beach at 3% and Jupiter Inlet Colony at .4%. The City received
payments from the Town of Jupiter, Town of Juno Beach, and Jupiter Inlet Colony for dispatch services totaling
$1,631,467, which included an administrative services fee of $213,323. The City was responsible for
$1,150,622. Actual expenditures were greater than the dispatch operations budget during the fiscal year by
$67,507. The accumulated portion of payments from municipalities that exceed actual expenditures is shown as
restricted to law enforcement on the governmental funds balance sheet.
Note 16. Restatement of Beginninq Net Position
Due to the changes in accounting principles described in Note 1, beginning net position has been decreased by
$153,204 from $105,674,318 to $105,521,114. The difference represents a restatement for bond issuance costs
that were previously amortized under prior standards, but are now expensed in the period incurred under the new
standards.
Note 17. Pronouncements Issued, But Not Yet Adopted
Statement No. 66, Technical Corrections-2012—an amendment of GASB Statements No. 10 and No. 62 issued
March 2012, is effective for the City beginning with its fiscal year ending September 30, 2014. The objective of
this Statement is to improve financial reporting for a governmental financial reporting entity by resolving conflicting
guidance that resulted from the issuance of two pronouncements, Statements No. 54, Fund Balance Reporting
and Governmental Fund Type Definitions, and No. 62, Codification of Accounting and Financial Reporting
Guidance Contained in Pre -November 30, 1989 FASB and AICPA Pronouncements.
Statement No. 67, Financial Reporting for Pension Plans —an amendment of GASB Statement No. 25 issued
June 2012, is effective for the City beginning with its fiscal year ending September 30, 2014. The objective of this
Statement is to improve financial reporting by state and local governmental pension plans. This Statement results
from a comprehensive review of the effectiveness of existing standards of accounting and financial reporting for
pensions with regard to providing decision -useful information, supporting assessments of accountability and inter -
period equity, and creating additional transparency. This Statement replaces the requirements of Statements No.
25, Financial Reporting for Defined Benefit Pension Plans and Note Disclosures for Defined Contribution Plans,
and No. 50, Pension Disclosures, as they relate to pension plans that are administered through trusts or
equivalent arrangements (hereafter jointly referred to as trusts) that meet certain criteria. The requirements of
66M
P1
Note 17. Pronouncements Issued, But Not Yet Adopted
Statements 25 and 50 remain applicable to pension plans that are not administered through trusts covered by the
scope of this Statement and to defined contribution plans that provide postemployment benefits other than
pensions.
Statement No. 68, Accounting and Financial Reporting for Pensions —an amendment of GASB Statement No. 27
issued June 2012, is effective for the City beginning with its fiscal year ending September 30, 2015. The primary
objective of this Statement is to improve accounting and financial reporting by state and local governments for
pensions. It also improves information provided by state and local governmental employers about financial
support for pensions that is provided by other entities. This Statement results from a comprehensive review of the
effectiveness of existing standards of accounting and financial reporting for pensions with regard to providing
decision -useful information, supporting assessments of accountability and inter period equity, and creating
additional transparency.
Statement No. 69, Government Combinations and Disposals of Government Operations issued January 2013, is
effective for the City beginning with its fiscal year ending September 30, 2015. This Statement establishes
accounting and financial reporting standards related to government combinations and disposals of government
operations. As used in this Statement, the term government combinations, includes a variety of transactions
referred to as mergers, acquisitions, and transfers of operations. The Statement requires disclosures to be made
about government combinations and disposals of government operations to enable financial statement users to
evaluate the nature and financial effects of those transactions.
Statement No. 70, Accounting and Financial Reporting for Nonexchange Financial Guarantees issued April 2013,
is effective for the City beginning with its fiscal year ending September 30, 2014. The objective of this Statement
is to improve accounting and financial reporting by state and local governments that extend and receive
nonexchange financial guarantees.
Statement No. 71, Pension Transition for Contributions Made Subsequent to the Measurement Date issued
November 2013, is effective for the City beginning with its fiscal year ending September 30, 2015. The objective
of this Statement is to address an issue regarding application of the transition provisions of Statement No. 68,
Accounting and Financial Reporting for Pensions. The issue relates to amounts associated with contributions, if
any, made by a state or local government employer or nonemployer contributing entity to a defined benefit
pension plan after the measurement date of the government's beginning net pension liability.
The City's management has not yet determined the effect these Statements will have on the City's financial
statements.
67P]
REQUIRED SUPPLEMENTARY INFORMATION
This page intentionally left blank.
City of Palm Beach Gardens, Florida
Required Supplementary Information
Budgetary Comparison Schedule
General Fund
Year Ended September 30, 2013
Revenues:
Taxes:
Ad valorem taxes
Local business taxes
Utility taxes
Franchise fees
Licenses and permits
Intergovernmental
Charges for services
Fines and forfeitures
Investment income
Miscellaneous
Total revenues
Expenditures:
General Government:
City Council
Administration
Purchasing and Contract Management
Information Technology
City Clerk
Legal Services
Engineering Services
Human Resources
Finance
General Services
Planning and Zoning:
Administration
Development Compliance
Planning
GIS
Construction Services - Building
Code Enforcement
Total general government
Public safety:
Police
Fire and Emergency Services
Total public safety
Legally
Original Adopted Final
Adopted Budget Revised
Budget Amendments Budget
$ 44,631,449 $
-
$ 44,631,449
1,375,000
-
1,375,000
2,352,000
-
2,352,000
5,360,000
-
5,360,000
2,251,551
(105,000)
2,146,551
4,576,500
317,849
4,894,349
3,505,671
(202,849)
3,302,822
151,000
140,131
291,131
260,000
-
260,000
601,450
20,000
621,450
65, 064, 621
170,131
65,234, 752
385,207
(31,225)
353,982
545,144
7,969
553,113
165,348
3,151
168,499
1,456,566
41,256
1,497,822
489,576
6,720
496,296
337,317
1,822
339,139
272,666
4,869
277,535
603,927
8,700
612,627
896,220
18,104
914,324
5,482,506
100,500
5,583,006
341,387
48,334
389,721
442,368
8,222
450,590
328,658
6,141
334,799
157,443
2,863
160,306
1,647,386
28,871
1,676,257
665,095
10,006
675,101
14,216,814
266,303
14,483,117
20,937,686
17,370,583
552,491
294,800
21,490,177
17,665,383
38,308,269
847,291
39,155,560
72
Variance With
Final Budget
Positive
Actual
(Negative)
$ 44,946,393
$ 314,944
1,424,382
49,382
2,220,036
(131,964)
5,101,610
(258,390)
3,537,512
1,390,961
5,263,493
369,144
3,995,591
692,769
297,308
6,177
155,479
(104,521)
1,184,987
563,537
68,126,791 2,892,039
275,840
78,142
571,410
(18,297)
140,160
28,339
1,459,240
38,582
451,886
44,410
356,382
(17,243)
261,013
16,522
548,882
63,745
921,140
(6,816)
5,661,558
(78,552)
272,546
117,175
437,341
13,249
319,994
14,805
150,053
10,253
1,484,972
191,285
579,200
95,901
13,891,617
591,500
20,216,234
17,827,474
1,273,943
(162,091)
38,043,708
1,111,852
Continued on next page
73
City of Palm Beach Gardens, Florida
Required Supplementary Information
Budgetary Comparison Schedule (continued)
General Fund
Year Ended September 30, 2013
Culture and Recreation:
Administrative services
Seniors and wellness
Aquatics
Tennis
Programs
Total cultural and recreation
Physical Environment:
Administrative services
Facilities maintenance
Stormwater and street
maintenance
Parks and grounds
Total physical environment
Capital outlay
Debt Service:
Principal
Interest
Bond Issuance costs
Total debt service
Total expenditures
Excess (deficiency) of revenues
over (under) expenditures
Other financing sources/(uses):
Transfers in
Transfers out
Capital lease
Bonds issued
Sale of capital assets
Total other financing
sources/(uses)
Net change in fund balances
Fund balance, beginning
Fund balance, ending
See notes to required supplementary information.
Legally
Original Adopted Final
Adopted Budget Revised
Budget Amendments Budget
$ 183,396 $
2,291 $
185,687
40,938
6,992
47,930
170,043
2,227
172,270
130,978
1,943
132,921
96,643
(5,063)
91,580
621,998
8,390
630,388
405,472
31,879
437,351
2,259,717
154,975
2,414,692
1,090,985
(17,038)
1,073,947
3,039,981
9,346
3,049,327
6,796,155
179,162
6,975,317
1,344,300
6,859,519
8,203,819
3,623,089
-
3,623,089
713,744
-
713,744
-
29,000
29,000
4,336,833
29,000
4,365,833
65,624,369
8,189,665
73,814,034
(559,748)
(8,019,534)
(8,579,282)
559,748
-
559,748
-
(87,746)
(87,746)
-
1,206,362
1,206,362
-
4,292,500
4,292,500
559,748 5,411,116 5,970,864
- (2,608,418) (2,608,418)
25,653,723 3,185,930 28,839,653
$ 25,653,723 $ 577,512 $ 26,231,235
74
Variance With
Final Budget
Positive
Actual (Negative)
$ 187,372 $
(1,685)
38,688
9,242
164,129
8,141
127,730
5,191
67,906
23,674
585,825
44,563
345,411 91,940
2,152,109 262,583
992,699
81,248
3,006,091
43,236
6,496,310
479,007
4,835,916 3,367,903
3,623,063
26
713,851
(107)
36,500
(7,500)
4,373,414
(7,581)
68,226,790
5,587,244
(99,999)
8,479,283
559,748
-
(87,746)
-
1,208,074
1,712
4,300,000
7,500
30,000
30,000
6,010,076
39,212
5,910,077
8,518,495
28,839,653
-
$ 34,749,730 $
8,518,495
75
City of Palm Beach Gardens, Florida
Required Supplemental Information
Schedule of Funding Progress
Defined Benefit Pension Plans
Year Ended September 30, 2013
Actuarial
Actuarial Value of
Valuation of Assets
Date (a)
Unfunded
Actuarial
Actuarial
Accrued
Accrued
Liability
Liability Funded
(AAL)
(UAAL) Ratio
(b)
(b-a) (a/b)
UAAL as a
Percentage
Covered of Covered
Payroll Payroll
(c) ((b-a)/c)
General Employees' Pension
10/1/2006
$ 2,665,022
$ 3,282,189
$ 617,167
81.20%
$ 273,962
225.27%
10/1/2007
2,761,142
3,242,068
480,926
85.17%
130,793
367.70%
10/1/2008
2,823,246
3,304,981
481,735
85.42%
149,940
321.29%
10/1/2009
(2) 2,501,664
3,188,958
687,294
78.45%
157,437
436.55%
10/1/2011
2,081,483
3,143,437
1,061,954
66.22%
122,051
870.09%
10/1/2012
2,059,833
3,145,606
1,085,773
65.48%
101,085
1074.12%
Police Pension
10/1/2006
$22,740,838
$46,503,218
$23,762,380
48.90%
$ 8,322,332
285.53%
10/1/2007
27,799,386
52,230,511
24,431,125
53.22%
8,915,563
274.03%
10/1/2008
32,261,274
60,450,441
28,189,167
53.37%
9,842,874
286.39%
10/1/2009
36,834,622
65,550,027
28,715,405
56.19%
9,290,829
309.07%
10/1/2010
41,948,009
71,341,740
29,393,731
58.81%
8,499,722
345.82%
10/1/2011
45,709,740
68,822,738
23,112,998
66.42%
5,724,225
403.78%
Fire Pension
10/1/2006
��� $13,973,768
$29,845,862
$15,872,094
46.82%
$ 9,205,470
172.42%
10/1/2007
18,247,947
33,826,082
15,578,135
53.95%
9,549,000
163.14%
10/1/2008
22,307,415
39,302,237
16,994,822
56.76%
9,852,960
172.48%
10/1/2009
26,483,794
44,357,377
17,873,583
59.71%
9,994,000
178.84%
10/1/2010
31,110,381
49,208,059
18,097,678
63.22%
10,072,000
179.68%
10/1/2011
35,151,000
51,773,000
16,622,000
67.89%
10,576,000
157.17%
Effective October 1, 2006, the Fire Pension plan changed its actuarial cost method from the frozen entry age
actuarial cost method to the projected unit credit actuarial cost method.
(2) Effective October 1, 2009, the General Employees Pension plan changed its actuarial cost method from the entry age
actuarial cost method to the aggregate actuarial cost method.
See notes to required supplementary information.
76
City of Palm Beach Gardens, Florida
Required Supplementary Information
Schedule of Employer Contributions
Defined Benefit Pension Plans
Year Ended September 30, 2013
Year Ended
September 30,
General Employees' Pension
Annual
Required
Contribution
City Percentage
Contribution Contributed
2008
$ 91,488
$ 91,488
100.00%
2009
60,503
60,503
100.00%
2010
77,437
77,437
100.00%
2011
125,273
125,273
100.00%
2012
130,810
130,810
100.00%
2013
120,572
120,572
100.00%
Police Pension
2008
$ 3,556,548
$ 3,556,548
100.00%
2009
3,762,323
3,762,323
100.00%
2010
4,368,612
4,368,612
100.00%
2011
4,298,216
4,298,216
100.00%
2012
4,198,183
4,198,183
100.00%
2013
3,113,406
3,113,406
100.00%
Fire Pension
2008
$ 3,055,991
$ 3,055,991
100.00%
2009
3,180,731
3,180,731
100.00%
2010
3,550,238
3,550,238
100.00%
2011
3,745,497
3,745,497
100.00%
2012
3,974,487
3,974,487
100.00%
2013
3,347,645
3,347,645
100.00%
See notes to required supplementary information.
77
City of Palm Beach Gardens, Florida
Required Supplemental Information
Schedule of OPEB Funding Progress
Other Postemployement Benefits
Year Ended September 30, 2013
Unfunded
Actuarial
Actuarial
UAAL as a
Actuarial
Accrued
Accrued
Percentage
Actuarial Value of
Liability
Liability Funded Covered
of Covered
Valuation of Assets
(AAL)
(UAAL) Ratio Payroll
Payroll
Date (a)
(b)
(b-a) (a/b) (c)
((b-a)/c)
10/1/2008 $
- $ 5,912,000
$ 5,912,000
0.00%
$ 29,593,635
19.98%
10/1/2010
- 6,693,000
6,693,000
0.00%
27,872,696
24.01%
10/1/2011
- 7,208,000
7,208,000
0.00%
28,366,590
25.41%
10/1/2012
- 6,376,000
6,376,000
0.00%
28,739,392
22.19%
Note: Data not available prior to fiscal year 2009 implementation of Governmental Accounting Standards Board
Statement No. 45, Accounting and Financial Reporting by Employers for Postemployment Benefits Other Than
Pensions.
See notes to required supplementary information.
78
City of Palm Beach Gardens, Florida
Notes to Required Supplementary Information
September 30, 2013
Note 1. Budgetary Information
State of Florida statutes require that all municipal governments establish budgetary systems and approve annual
operating budgets. The Council annually adopts an operating budget and appropriates funds for the general fund,
special revenue funds (except the extra duty police fund), capital projects funds and the proprietary fund. The
procedures for establishing budgetary data are as follows:
Prior to the first Council meeting in August of each year, the City Manager submits a proposed operating budget
to the Council for the next fiscal year commencing the following October 1. The proposed budget includes
expenditures and the means of financing them.
The Council holds public meetings to obtain taxpayer comments.
Upon completion of the public hearings, a final operating budget is legally enacted through the passage of an
ordinance before September 30th. Estimated fund balances are considered in the budgetary process.
A City ordinance establishes the legal level of budgetary control at the fund level. Any increase in the total
amount appropriated for all funds must be approved by ordinance of the Council. Any transfer between funds
must be approved by the City Manager and by ordinance of the City Council. Transfers from the Council
contingency account must be approved by the City Council. Any other budget transfer within the same fund must
be approved by the City Manager.
The adopted budgets are prepared in accordance with generally accepted accounting principles. The Council
also adopts non -appropriated operating budgets for the proprietary funds substantially on a basis consistent with
generally accepted accounting principles, except that depreciation is not budgeted and capital outlay purchases
are presented as expenses. The reported budgetary data represents the final appropriated budgets after
amendments adopted by the Council.
Encumbrances
Encumbrance accounting, in which purchase orders, contracts and other commitments for the expenditure of
monies are recorded in order to reserve that portion of the applicable appropriation, is utilized by the City during
the year. Because appropriations expire at year end, even if encumbered, it is the City's policy to re -appropriate
such amounts at the beginning of the next fiscal year. Encumbrances outstanding at year end are reported as
part of restricted and assigned fund balances. Below is a listing of outstanding encumbrances by fund at
September 30, 2013:
Encumbrances
Outstanding
Fund:
General fund $ 871,571
Road impact fund 11,046
Non -major governmental funds 279,301
Internal service funds 7,893
Total $ 1,169,811
Note 2. Budaet and Actual Comoarisons
The Budgetary Comparison Schedule for the General Fund is required to be prepared under the basis of
accounting used in preparing the budget. As indicated in Note 1, the modified accrual basis of accounting is used
for budgetary purposes. On -behalf payments from the State of Florida for Police and Fire -Rescue pensions are
not included in the budget. As a result, General Fund revenue and expenditures reported in the budget and
79
Note 2. Budaet and Actual Comparisons (contin
actual statement differ from the corresponding amounts reported on the basis of U.S. generally accepted
accounting principles. These differences can be reconciled as follows:
Budgetary basis
State on -behalf payments for Police and Fire -Rescue
pension contributions not included in budgetary basis
Note 3. Pension Plans
Revenues
$ 68,126,791
Expenditures
$ 68,226,790
1,225,288 1,225,288
$ 69,352,079 $ 69,452,078
The information presented in the required supplementary schedules was determined as part of the actuarial
valuations at the dates indicated. Additional information as of the latest actuarial valuation was as follows:
General
Police
Fire
Employees' Pension
Pension
Pension
Actuarial Valuation Date
10/1/2012
10/1/2011
10/1/2011
Asset Valuation Method
4-year smoothed
(')
(4)
market
Actuarial Methods:
Actuarial Cost Method
Aggregate
Entry Age
Projected
Cost
Normal
Unit Credit
Amortization Method
Level percent
Level percent
Level percent
of pay, open
of pay, closed
of pay, closed
Amortization Period
30 years
25 years
25 years
Actuarial Assumptions:
Investment rate of return
7.25%
7.40%
8.25%
Projected salary increase
5.00%
7.50%
4.50%
Inflation
(3)
3.00%
4.50%
Cost of living adjustments
(3)
N/A
1.50%(2)
(') Effective October 1, 2006, the asset valuation method was changed from the five year smoothed method to a
method that recognizes 20% of the difference between market value of assets and expected actuarial asset
value.
(2) 1.0% for age 53, 2% for age 54, and 3% over age 55 for employees who had reached Normal Retirement
eligibility as of September 13, 2012. After this date, the COLA is 1.5%.
(3)Included in projected salary increases.
(4) Effective October 1, 2012, the asset valuation method was changed from the four year smoothed method to a
method that recognizes 25% of the difference between market value of assets and expected actuarial asset
value.
Note 4. Other Postemplovment Benefit Plan
The information presented in the required supplementary schedules was determined as part of the actuarial
valuations at the dates indicated. Additional information as of the latest actuarial valuation was as follows:
:1
Note 4. Other Postemployment Benefit Plan (conti
Actuarial Valuation Date
Actuarial Cost Method
Amortization Method
Amortization Period
Actuarial Assumptions:
Discount rate
Inflation rate
Investment rate of
return
Salary growth rate
Annual healthcare cost
trend rate
October 1, 2012
Projected Unit Credit Method
Level Percentage
26 years
3.50%
2.50%
4.00%
3.50%
7.00% decreasing until it
reaches 4.20%
I.I
COMBINING AND INDIVIDUAL FUND
FINANCIAL STATEMENTS AND SCHEDULES
This page intentionally left blank.
OTHER GOVERNMENTAL FUNDS
SPECIAL REVENUE FUNDS
Special revenue funds are used to account for and report the proceeds of specific revenue sources that are
restricted or committed to expenditure for specified purposes, other than debt service or capital projects. The
nonmajor special revenue funds of the City are as follows:
Police Training Fund — This fund is established to account for fees collected from traffic citations to be used for
the training and education of the City's police.
Recreation Programs Fund — This fund is used to account for revenues and costs related to special programs
such as special events and athletic programs.
Golf Course Fund — This fund is used to account for revenues and costs related to the operations of the City's
Golf Course.
Extra Duty Police Fund — This fund is used to account for revenues to be used to fund extra police duty.
Local Option Gas Tax Fund — This fund is established to account for the receipt of local option gas taxes. The
use of these funds is restricted for transportation related capital improvements or maintenance costs.
CAPITAL PROJECTS FUNDS
The Capital Projects Funds are established to account for financial resources to be used for the acquisition and
construction of major capital facilities, other than those financed by proprietary funds. The nonmajor capital
projects funds of the City are as follows:
Recreation Impact Capital Projects Fund — This fund is established to account for the receipt and disbursement of
developer paid impact fees restricted for the purpose of improving recreational facilities within the City.
Police Impact Capital Projects Fund — This fund is established to account for the receipt and disbursement of
developer paid impact fees restricted for the purpose of enhancing the level of law enforcement services in the
City.
Fire Impact Capital Projects Fund — This fund is established to account for the receipt and disbursement of
developer paid impact fees restricted for the purpose of enhancing the level of fire/rescue services in the City.
Art Impact Capital Projects Fund — This fund is established to account for the receipt and disbursement of
developer paid impact fees restricted for the purpose of providing art and cultural activities.
85
City of Palm Beach Gardens, Florida
Combining Balance Sheet
Other Governmental Funds
September 30, 2013
Assets:
Cash and cash equivalents
Investments
Receivables
Due from other governments
Inventory
Prepaid expenditures
Total assets
Liabilities and Fund Balances:
Liabilities:
Accounts payable
Contracts and retainage payable
Total liabilities
Deferred inflows of resources
Unavailable revenues
Fund balances:
Nonspendable:
Prepaid expenditures
Inventory
Restricted for:
Capital improvements
Road improvements
Law enforcement
Art improvements
Assigned
Total fund balances
Total liabilities and
fund balances
Special Revenue Funds
Extra Local
Police Recreation Duty Option
Training Programs Golf Police Gas Tax
$ 20,026 $ 575,925 $ 8,804 $ 210,637 $ 824,526
-
-
822
-
-
306,600
-
-
4,293
1,300
59,000
-
-
25,677
-
-
25,310
-
-
-
1,590,000
-
56,777
-
-
$ 20,848
$ 888,118
$ 93,481
$ 235,947
$ 2,471,303
$ 1,145
$ 45,059
$ 20,845
$ 148
$ 486,534
1,145
45,059
20,845
148
486,534
-
102,434
9,141
-
-
1,300 - - -
4,293 25,677 - -
- - - - 1,984,769
19,703 - - 235,799 -
735,032 37,818 - -
19,703 740,625 63,495 235,799 1,984,769
$ 20,848 $ 888,118 $ 93,481 $ 235,947 $ 2,471,303
:.
Total
$ 1,639,918
1,955,600
25,310
57,599
29,970
1,300
$ 3.709.697
$ 553,731
553,731
111,575
1,300
29,970
1,984,769
255,502
772,850
3,044,391
$ 3,709,697
Continued on next page.
City of Palm Beach Gardens, Florida
Combining Balance Sheet
Other Governmental Funds (continued)
September 30, 2013
Assets:
Cash and cash equivalents
Investments
Receivables
Due from other governments
Inventory
Prepaid expenditures
Total assets
Liabilities and Fund Balances:
Liabilities:
Accounts payable
Contracts and retainage payable
Total liabilities
Deferred inflows of resources
Unavailable revenues
Fund balances:
Nonspendable:
Prepaid expenditures
Inventory
Restricted for:
Capital improvements
Road improvements
Law enforcement
Art improvements
Assigned
Total fund balances
Total liabilities and
fund balances
Capital Projects Funds
Recreation Police Fire Art
Impact Impact Impact Impact
$ 1,252,537 $ 410,043 $ 217,340 $ 744,052
1,770,000 97,000 - 78,800
$ 3,022,537
$ 507,043 $ 217,340 $ 822,852
$ 40,175
314,083
$ - $ - $ 1,530
- - -
354,258
- - 1,530
2,668,279
-
507,043 217,340 -
- - 821,322
2,668,279
507,043 217,340 821,322
$ 3,022,537 $ 507,043 $ 217,340 $ 822,852
M
Total
Other
Governmental
Total
Funds
$ 2,623,972
$ 4,263,890
1,945,800
3,901,400
-
25,310
-
57,599
-
29,970
-
1,300
$ 4,569,772
$ 8,279,469
$ 41,705
$ 595,436
314,083
314,083
355,788
909,519
-
111,575
1,300
29,970
3,392,662 3,392,662
- 1,984,769
255,502
821,322 821,322
- 772,850
4,213,984 7,258,375
$ 4,569,772 $ 8,279,469
RE
City of Palm Beach Gardens, Florida
Combining Statement of Revenues, Expenditures and Changes in Fund Balances
Other Governmental Funds
Year Ended September 30, 2013
Special Revenue Funds
Extra
Local
Police
Recreation
Duty
Option
Training
Programs
Golf
Police
Gas Tax
Revenues:
Intergovernmental
$ -
$ -
$ -
$ -
$ 670,569
Impact fees
-
-
-
-
-
Charges for services
-
3,307,273
1,053,323
-
-
Fines and forfeitures
10,787
-
-
-
-
Investment income
-
771
211
-
1,458
Miscellaneous
-
34,193
92,612
445,018
82,241
Total revenues
10,787
3,342,237
1,146,146
445,018
754,268
Expenditures:
Current:
Public safety
15,271
-
-
374,079
-
Culture and recreation
-
3,433,040
1,352,306
-
-
Transportation
-
-
-
-
843,522
Capital outlay
-
-
10,355
-
60,856
Total expenditures
15,271
3,433,040
1,362,661
374,079
904,378
Excess (deficiency)
of revenues over
(under) expenditures
(4,484)
(90,803)
(216,515)
70,939
(150,110)
Other financing
sources (uses):
Transfers in
-
55,063
15,975
-
-
Total other financing
sources (uses)
-
55,063
15,975
-
-
Net change in fund balances
(4,484)
(35,740)
(200,540)
70,939
(150,110)
Fund balances, beginning
24,187
776,365
264,035
164,860
2,134,879
Fund balances, ending
$ 19,703
$ 740,625
$ 63,495
$ 235,799
$ 1,984,769
;:1
Total
$ 670,569
4,360,596
10,787
2,440
654,064
5,698,456
389,350
4,785,346
843,522
71,211
6,089,429
(390,973)
71,038
71,038
(319,935)
3,364,326
$ 3,044,391
Continued on next page.
91
City of Palm Beach Gardens, Florida
Combining Statement of Revenues, Expenditures and Changes in Fund Balances
Other Governmental Funds (continued)
Year Ended September 30, 2013
Capital Projects Funds
Recreation
Police
Fire
Art
Impact
Impact
Impact
Impact
Revenues:
Intergovernmental
$ -
$ -
$ -
$ -
Impact fees
1,519,079
234,780
182,479
-
Charges for services
-
-
-
-
Fines and forfeitures
-
-
-
-
Investment income
1,749
314
159
529
Miscellaneous
35,000
-
-
-
Total revenues
1,555,828
235,094
182,638
529
Expenditures:
Current:
Public safety
-
9,391
22,297
-
Culture and recreation
60,763
-
-
29,583
Transportation
-
-
-
-
Capital outlay
654,214
102,455
44,020
-
Total expenditures
714,977
111,846
66,317
29,583
Excess (deficiency)
of revenues over
(under) expenditures
840,851
123,248
116,321
(29,054)
Other financing
sources (uses):
Transfers in
-
-
-
-
Total other financing
sources (uses)
-
-
-
-
Net change in fund balances
840,851
123,248
116,321
(29,054)
Fund balances, beginning
1,827,428
383,795
101,019
850,376
Fund balances, ending
$ 2,668,279
$ 507,043
$ 217,340
$ 821,322
Other
Governmental
Total
Funds
$ -
$ 670,569
1,936,338
1,936,338
-
4,360,596
-
10,787
2,751
5,191
35,000
689,064
1,974,089
7,672,545
31,688
421,038
90,346
4,875,692
-
843,522
800,689
871,900
922,723
7,012,152
1,051,366
660,393
-
71,038
-
71,038
1,051,366
731,431
3,162,618
6,526,944
$ 4,213,984
$ 7,258,375
93
City of Palm Beach Gardens, Florida
Schedule of Revenues, Expenditures and Changes in Fund Balances —
Budget and Actual
Police Training — Special Revenue Fund
Year Ended September 30, 2013
Revenues:
Fines and forfeitures
Total revenues
Expenditures:
Current:
Public Safety
Total expenditures
Net change in fund balances
Fund balances, beginning
Fund balances, ending
Variance With
Final Budget
Original Final Positive
Budget Budget Actual (Negative)
$ 12,400 $ 12,400 $ 10,787 $ (1,613)
12,400 12,400 10,787 (1,613)
12,000
12,000
15,271
(3,271)
12,000
12,000
15,271
(3,271)
400
25,340
400
24,186
(4,484)
24,187
(4,884)
1
$ 25,740
$ 24,586
$ 19,703
$ (4,883)
City of Palm Beach Gardens, Florida
Schedule of Revenues, Expenditures and Changes in Fund Balances —
Budget and Actual
Recreation Programs — Special Revenue Fund
Year Ended September 30, 2013
Variance With
Final Budget
Original
Final
Positive
Budget
Budget
Actual
(Negative)
Revenues:
Charges for services
$ 3,145,803
$ 3,145,803
$ 3,307,273
$ 161,470
Investment income
-
-
771
771
Miscellaneous
23,000
23,000
34,193
11,193
Total revenues
3,168,803
3,168,803
3,342,237
173,434
Expenditures:
Current:
Culture and recreation
3,698,201
3,753,264
3,433,040
320,224
Total expenditures
3,698,201
3,753,264
3,433,040
320,224
Deficiency of revenues
under expenditures
(529,398)
(584,461)
(90,803)
493,658
Other financing sources:
Transfers in
-
55,063
55,063
-
Net change in fund balances
(529,398)
(529,398)
(35,740)
493,658
Fund balances, beginning
768,336
776,365
776,365
-
Fund balances, ending
$ 238,938
$ 246,967
$ 740,625
$ 493,658
95
City of Palm Beach Gardens, Florida
Schedule of Revenues, Expenditures and Changes in Fund Balances —
Budget and Actual
Golf Course — Special Revenue Fund
Year Ended September 30, 2013
Revenues:
Charges for services
Investment income
Miscellaneous
Total revenues
Expenditures:
Current:
Culture and recreation
Capital outlay
Total expenditures
Excess (deficiency) of
revenues over (under)
expenditures
Other financing sources:
Transfers in
Net change in fund balances
Fund balances, beginning
Fund balances, ending
Variance With
Final Budget
Original
Final
Positive
Budget
Budget
Actual
(Negative)
$ 1,381,400
$ 1,475,400
$1,053,323
$ (422,077)
100
100
211
111
192,700
98,700
92,612
(6,088)
1,574,200
1,574,200
1,146,146
(428,054)
1,413,351
1,429,326
1,352,306
77,020
20,000
20,000
10,355
9,645
1,433,351
1,449,326
1,362,661
86,665
140,849
124,874
(216,515)
(341,389)
-
15,975
15,975
-
140,849
140,849
(200,540)
(341,389)
315,668
264,036
264,035
(1)
$ 456,517
$ 404,885
$ 63,495
$ (341,390)
•e
City of Palm Beach Gardens, Florida
Schedule of Revenues, Expenditures and Changes in Fund Balances —
Budget and Actual
Local Option Gas Tax — Special Revenue Fund
Year Ended September 30, 2013
Variance With
Final Budget
Original
Final
Positive
Budget
Budget
Actual
(Negative)
Revenues:
Intergovernmental
$ 680,000
$ 680,000
$ 670,569
$ (9,431)
Investment income
250
250
1,458
1,208
Miscellaneous
93,750
93,750
82,241
(11,509)
Total revenues
774,000
774,000
754,268
(19,732)
Expenditures:
Current:
Transportation
895,538
953,256
843,522
109,734
Capital outlay
310,000
1,581,137
60,856
1,520,281
Total expenditures
1,205,538
2,534,393
904,378
1,630,015
Net change in fund balances
(431,538)
(1,760,393)
(150,110)
1,610,283
Fund balances, beginning
815,600
2,134,879
2,134,879
-
Fund balances, ending
$ 384,062
$ 374,486
$ 1,984,769
$ 1,610,283
97
City of Palm Beach Gardens, Florida
Schedule of Revenues, Expenditures and Changes in Fund Balances —
Budget and Actual
Recreation Impact — Capital Projects Fund
Year Ended September 30, 2013
Revenues:
Impact fees
Investment income
Miscellaneous
Total revenues
Expenditures:
Current:
Culture and recreation
Capital outlay
Total expenditures
Net change in fund balances
Fund balances, beginning
Fund balances, ending
Variance With
Final Budget
Original
Final
Positive
Budget
Budget
Actual
(Negative)
$ 544,935
$ 544,935
$ 1,519,079
$ 974,144
300
300
1,749
1,449
-
30,000
35,000
5,000
545,235
575,235
1,555,828
980,593
-
-
60,763
(60,763)
1,100,000
1,793,254
654,214
1,139,040
1,100,000
1,793,254
714,977
1,078,277
(554,765)
(1,218,019)
840,851
2,058,870
632,428
1,827,429
1,827,428
(1)
$ 77,663
$ 609,410
$ 2,668,279
$ 2,058,869
City of Palm Beach Gardens, Florida
Schedule of Revenues, Expenditures and Changes in Fund Balances —
Budget and Actual
Road Impact — Capital Projects Fund
Year Ended September 30, 2013
Variance With
Final Budget
Original
Final
Positive
Budget
Budget
Actual
(Negative)
Revenues:
Impact fees
$ 167,983
$ 167,983
$ 627,407
$ 459,424
Investment income
1,000
1,000
2,177
1,177
Total revenues
168,983
168,983
629,584
460,601
Expenditures:
Current:
Transportation
-
22,490
39,335
(16,845)
Capital outlay
-
1,046,739
337,536
709,203
Total expenditures
-
1,069,229
376,871
692,358
Excess (deficiency) of
revenues over (under)
expenditures
168,983
(900,246)
252,713
1,152,959
Other financing uses:
Transfers out
(559,748)
(559,748)
(559,748)
-
Net change in fund balances
(390,765)
(1,459,994)
(307,035)
1,152,959
Fund balances, beginning
752,978
1,821,852
1,821,853
1
Fund balances, ending
$ 362,213
$ 361,858
$ 1,514,818
$ 1,152,960
City of Palm Beach Gardens, Florida
Schedule of Revenues, Expenditures and Changes in Fund Balances —
Budget and Actual
Police Impact — Capital Projects Fund
Year Ended September 30, 2013
Revenues:
Impact fees
Investment income
Total revenues
Expenditures:
Current:
Public safety
Capital outlay
Total expenditures
Net change in fund balances
Fund balances, beginning
Fund balances, ending
Variance With
Final Budget
Original
Final
Positive
Budget
Budget
Actual
(Negative)
$ 74,560
$ 74,560
$ 234,780
$ 160,220
90
90
314
224
74,650
74,650
235,094
160,444
-
-
9,391
(9,391)
130,000
325,291
102,455
222,836
130,000
325,291
111,846
213,445
(55,350)
(250,641)
123,248
373,889
176,919
383,795
383,795
-
$ 121,569
$ 133,154
$ 507,043
$ 373,889
100
City of Palm Beach Gardens, Florida
Schedule of Revenues, Expenditures and Changes in Fund Balances —
Budget and Actual
Fire Impact — Capital Projects Fund
Year Ended September 30, 2013
Revenues:
Impact fees
Investment income
Total revenues
Expenditures:
Current:
Public safety
Capital outlay
Total expenditures
Net change in fund balances
Fund balances, beginning
Fund balances, ending
Variance With
Final Budget
Original
Final
Positive
Budget
Budget
Actual
(Negative)
$ 79,230
$ 79,230
$ 182,479
$ 103,249
15
15
159
144
79,245
79,245
182,638
103,393
-
-
22,297
(22,297)
51,562
51,562
44,020
7,542
51,562
51,562
66,317
(14,755)
27,683
27,683
116,321
88,638
101,019
101,019
101,019
-
$128,702
$128,702
$ 217,340
$ 88,638
101
City of Palm Beach Gardens, Florida
Schedule of Revenues, Expenditures and Changes in Fund Balances —
Budget and Actual
Art Impact — Capital Projects Fund
Year Ended September 30, 2013
Revenues:
Investment income
Total revenues
Expenditures:
Current:
Culture and recreation
Total expenditures
Net change in fund balances
Fund balances, beginning
Fund balances, ending
Original
Budget
Final
Budget
Actual
Variance With
Final Budget
Positive
(Negative)
$ 150
$ 150
$ 529
$ 379
150
150
529
379
-
118,864
29,583
89,281
-
118,864
29,583
89,281
150
838,400
(118,714)
850,376
(29,054)
850,376
89,660
-
$ 838,550
$ 731,662
$ 821,322
$ 89,660
102
City of Palm Beach Gardens, Florida
Internal Service Funds
Combining Statement of Net Position
September 30, 2013
Assets:
Current assets:
Cash and cash equivalents
Investments
Accounts receivable
Inventory
Prepaid expenses
Total current assets
Noncurrent assets:
Capital assets being depreciated, net
Total noncurrent assets
Total assets
Liabilities:
Current liabilities:
Accounts payable
Claims payable
Total current liabilities
Noncurrent liabilities:
Claims payable
Compensated absences payable
Total noncurrent liabilities
Total liabilities
Net Position:
Net investment in capital assets
Unrestricted
Total net position
Fleet Self
Management Insurance Total
$ 196,521 $ 3,929,002 $ 4,125,523
96,700
1,074,900 1,171,600
4,075
- 4,075
72,897
- 72,897
-
24,000 24,000
370,193
5,027,902 5,398,095
1,185,459
39,272
1,224,731
1,185,459
39,272
1,224,731
$ 1,555,652
$ 5,067,174
$ 6,622,826
$ 89,120
$ 45,030
$ 134,150
-
840,401
840,401
89,120
885,431
974,551
-
35,055
259,532
-
259,532
35,055
35,055
259,532
294,587
$ 124,175
$ 1,144,963
$ 1,269,138
$ 1,185,459
246,018
$ 39,272
3,882,939
$ 1,224,731
4,128,957
$ 1,431,477
$ 3,922,211
$ 5,353,688
103
City of Palm Beach Gardens, Florida
Internal Service Funds
Combining Statement of Revenues, Expenses and Changes in Net Position
Year Ended September 30, 2013
Fleet
Self
Management
Insurance
Total
Operating revenues:
Charges for service
$ 2,238,013
$ -
$ 2,238,013
Employer contributions
-
6,629,598
6,629,598
Employee contributions
-
779,700
779,700
Miscellaneous
109,500
135,603
245,103
Total operating revenues
2,347,513
7,544,901
9,892,414
Operating expenses:
Personnel expenses
840,042
-
840,042
Claims expense
-
5,077,268
5,077,268
Insurance premiums
-
432,718
432,718
Repair and maintenance
348,910
-
348,910
Fuel and chemicals
687,478
-
687,478
Operating supplies
141,554
36,962
178,516
Other professional and contractual
18,313
716,855
735,168
Other expenses
19,176
-
19,176
Depreciation
470,599
3,121
473,720
Total operating expenses
2,526,072
6,266,924
8,792,996
Operating income (loss)
(178,559)
1,277,977
1,099,418
Nonoperating revenues:
Investment income
162
2,732
2,894
Gain on disposal of capital assets
91,679
-
91,679
Total nonoperating revenues
91,841
2,732
94,573
Income (loss) before transfers
(86,718)
1,280,709
1,193,991
Transfers in
16,708
-
16,708
Change in net position
(70,010)
1,280,709
1,210,699
Net position, beginning
1,501,487
2,641,502
4,142,989
Net position, ending
$ 1,431,477
$ 3,922,211
$ 5,353,688
104
City of Palm Beach Gardens, Florida
Internal Service Funds
Combining Statement of Cash Flows
Year Ended September 30, 2013
Cash flows from operating activities:
Receipts for interfund services provided
Payments to suppliers for goods and services
Payments to employees for services
Payments for claims
Other operating revenues
Net cash provided by operating activities
Cash flows from noncapital financing activities:
Transfers from other funds
Net cash provided by noncapital financing activities
Cash flows from capital and related financing activities:
Purchases of capital assets
Proceeds from sale of capital assets
Net cash used in capital and related financing activities
Cash flows from investing activities:
Purchases of investments
Interest earned
Net cash provided by investing activities
Net increase in cash and cash equivalents
Cash and cash equivalents, beginning of year
Cash and cash equivalents, end of year
Fleet Self
Management Insurance Total
$ 2,233,938 $ 7,409,298 $ 9,643,236
(1,196,659) (1,243,076) (2,439,735)
(834,942) - (834,942)
- (5,061,269) (5,061,269)
109,500 135,603 245,103
311,837 1,240,556 1,552,393
16,708 - 16,708
16,708 - 16,708
(404,469) - (404,469)
91,679 - 91,679
(312,790) - (312,790)
153,300 325,100 478,400
162 2,732 2,894
153,462 327,832 481,294
169,217 1,568,388 1,737,605
27,305 2,360,613 2,387,918
$ 196,522 $ 3,929,001 $ 4,125,523
Continued on next page
105
City of Palm Beach Gardens, Florida
Internal Service Funds
Combining Statement of Cash Flows (Continued)
Year Ended September 30, 2013
Reconciliation of operating income (loss) to net cash provided by
operating activities:
Operating income (loss)
Adjustments to reconcile operating income (loss) to net cash
provided by operating activities:
Depreciation
Changes in operating assets and liabilities:
Accounts receivable
Inventory
Prepaid expenses
Accounts payable
Claims payable
Compensated absences
Total adjustments
Net cash provided by operating activities
Fleet Self
Management Insurance Total
$ (178,559) $ 1,277,977 $ 1,099,418
470,599 3,121 473,720
(4,075)
-
(4,075)
9,400
-
9,400
9,372
(56,541)
(47,169)
-
15,999
15,999
5,100
-
5,100
490,396
(37,421)
452,975
$ 311,837
$ 1,240,556
$ 1,552,393
106
City of Palm Beach Gardens, Florida
Combining Statement of Fiduciary Net Position
Fiduciary Funds
September 30, 2013
Pension Trust Funds
General
Employees
Police
Fire
Total
Assets:
Cash and cash equivalents
$ 28,293
$ 2,745,686
$ 2,176,592
$ 4,950,571
Investments, at fair values:
U.S. Government obligations
-
2,867,995
1,739,452
4,607,447
Mortgage backed securities
-
1,348,340
4,412,075
5,760,415
Fixed income funds
844,420
-
-
844,420
Collateralized mortgage obligations
-
-
363,569
363,569
Corporate obligations
-
11,157,646
5,504,777
16,662,423
Equity securities
-
7,330,517
19,329,922
26,660,439
Equity funds
1,303,628
30,668,482
10,909,465
42,881,575
Foreign bonds
-
-
33,921
33,921
International funds
-
5,016,371
6,958,277
11,974,648
International bond funds
-
1,502,285
2,903,577
4,405,862
Real estate funds
-
1,696,507
4,109,274
5,805,781
Total investments
2,148,048
61,588,143
56,264,309
120,000,500
Receivables:
Interest and dividends
-
98,301
104,266
202,567
Pending trades
-
20,869
395,209
416,078
Employer
27,584
-
836,911
864,495
State of Florida
-
-
750,073
750,073
Employees
346
30,655
11,711
42,712
Accounts receivable - other
-
1,200
-
1,200
Total receivables
27,930
151,025
2,098,170
2,277,125
Prepaid expenses
-
140,939
-
140,939
Total assets
$ 2,204,271
$ 64,625,793
$ 60,539,071
$127,369,135
Liabilities:
Accounts payable and accrued expenses
$ 1,088
$ 50,340
$ 58,578
$ 110,006
Pending trades payable
-
-
474,492
474,492
Due to DROP account
-
-
898,784
898,784
Total liabilities
$ 1,088
$ 50,340
$ 1,431,854
$ 1,483,282
Net position:
Net position held in trust for pension benefits
$ 2,203,183
$ 64,575,453
$ 59,107,217
$125,885,853
107
City of Palm Beach Gardens, Florida
Combining Statement of Changes in Fiduciary Net Position
Fiduciary Funds
Year Ended September 30, 2013
Pension Trust Funds
General
Employees
Police
Fire
Total
Additions:
Contributions:
Employer
$ 120,572 $
2,700,762 $
3,347,645
$ 6,168,979
Insurance premium taxes collected by
the State of Florida on behalf of the
City of Palm Beach Gardens
-
475,215
750,073
1,225,288
Employees
9,780
432,301
498,679
940,760
Total contributions
130,352
3,608,278
4,596,397
8,335,027
Investment earnings (loss):
Net appreciation in fair value
of investments
240,658
7,347,888
5,136,436
12,724,982
Interest and dividends
-
752,092
1,543,827
2,295,919
Other
-
-
4,636
4,636
Total investment earnings
240,658
8,099,980
6,684,899
15,025,537
Less investment expenses
(4,248)
(174,307)
(292,514)
(471,069)
Net investment earnings
236,410
7,925,673
6,392,385
14,554,468
Total additions
366,762
11,533,951
10,988,782
22,889,495
Deductions:
Pension benefits
254,313
2,068,119
799,045
3,121,477
DROP expenses
-
-
768,091
768,091
Refund of participant contributions
-
32,872
-
32,872
Administrative expenses
5,965
118,659
100,306
224,930
Total deductions
260,278
2,219,650
1,667,442
4,147,370
Change in net position
106,484
9,314,301
9,321,340
18,742,125
Net position, beginning
2,096,699
55,261,152
49,785,877
107,143,728
Net position, ending
$ 2,203,183 $
64,575,453 $
59,107,217
$ 125,885,853
108
STATISTICAL SECTION
This page intentionally left blank.
STATISTICAL SECTION
This part of the City of Palm Beach Garden's comprehensive annual financial report presents detailed
information as a context for understanding what the information in the financial statements, note disclosures,
and required supplementary information says
Contents Paqe
Financial Trends
These schedules contain trend information to help the reader understand how the City's financial
performance and well-being have changed over time. These schedules include:
Net Position by Component 112
Changes in Net Position 114
Fund Balances of Governmental Funds 118
Changes in Fund Balances of Governmental Funds 120
Revenue Capacity
These schedules contain information to help the reader assess the City's most significant local
revenue source, the property tax.
Net Assessed Value and Estimated Actual Value of Taxable Property 122
Property Tax Rates - Direct and Overlapping Governments 124
Principal Property Taxpayers 126
Property Tax Levies and Collections 127
Debt Capacity
These schedules present information to help the reader assess the affordability of the City's current
levels of outstanding debt and the City's ability to issue additional debt in the future.
Ratios of Outstanding Debt by Type 128
Ratios of General Bonded Debt Outstanding 130
Direct and Overlapping Governmental Activities Debt 131
Pledged Revenue Coverage 132
Demographic and Economic Information
These schedules offer demographic and economic indicators to help the reader understand the
environment within which the City's financial activities take place.
Demographic and Economic Statistics 134
Principal Employers 135
Operating Information
These schedules contain service and infrastructure data to help the reader understand how the
information in the City's financial report relates to the services the City provides and the activities it
performs.
Full -Time Equivalent City Government Employees by Function 136
Operating Indicators by Function/Program 138
Capital Asset Statistics by Function/Program 140
Sources: Unless otherwise noted, the information in these schedules is derived from the
comprehensive annual financial reports for the relevant year.
City of Palm Beach Gardens, Florida
Net Position by Component
Last Ten Fiscal Years
(Accrual Basis of Accounting)
Governmental activities:
Net Investment in capital assets
Restricted
Unrestricted
Total governmental activities net position
Business -type activities:
Net Investment in capital assets
Restricted
Unrestricted
Total business -type activities net position
Primary government:
Net Investment in capital assets
Restricted
Unrestricted
Total primary government net position
Fiscal Year
2004
2005
2006
2007
$ 47,266,504
15,671,654
14,361,514
$ 52,524,730
18,706,997
11,839,633
$ 55,645,259
14,898,785
19,024,256
$ 62,235,884
14,083,021
20,235,445
77,299,672
83,071,360
89,568,300
96,554,350
(1,391,784)
221,741
(1,377,423)
220,103
-
-
-
-
(1,170,043)
(1,157,320)
-
-
45,874,720 51,147,307 55,645,259 62,235,884
15,671,654 18,706,997 14,898,785 14,083,021
14,583,255 12,059,736 19,024,256 20,235,445
$ 76,129,629 $ 81,914,040 $ 89,568,300 $ 96,554,350
112
Table 1
Fiscal Year
2008
2009
2010
2011
2012
2013
$ 63,743,178
12,679,885
25,149,412
$ 67,009,120
13,449,860
25,731,157
$ 67,825,780
12,950,242
26,836,009
$ 70,503,248
9,383,210
26,203,130
$ 69,245,447
7,934,680
28,494,191
$ 70,034,049
11,487,326
28,797,278
101,572,475
106,190,137
107,612,031
106,089,588
105,674,318
110,318,653
63,743,178
12,679,885
25,149,412
67,009,120
13,449,860
25,731,157
67,825,780
12,950,242
26,836,009
70,503,248
9,383,210
26,203,130
69,245,447
7,934,680
28,494,191
70,034,049
11,487,326
28,797,278
$ 101,572,475
$ 106,190,137
$ 107,612,031
$ 106,089,588
$ 105,674,318
$ 110,318,653
113
City of Palm Beach Gardens, Florida
Changes in Net Position
Last Ten Fiscal Years
(Accrual Basis of Accounting)
Expenses:
Governmental activities:
General Government
Public Safety
Culture/Recreation
Physical Environment
Transportation
Interest on long-term debt
Other debt service costs
Total governmental activities expenses
Business -type activities:
Golf Course
Total business -type activities expenses
Total primary government expenses
Program revenues:
Governmental activities:
Charges for services:
General Government
Public Safety
Culture/Recreation
Transportation
Operating grants and contributions
Capital grants and contributions
Total governmental activities program revenues
Business -type activities:
Charges for services:
Golf Course
Total business -type activities program revenues
Total primary government program revenues
Fiscal Year
2004
2005
2006
$ 13,899,785
$ 13,548,562
$ 11,413,853
26,944,280
30,419,891
33,064,986
5,927,344
7,139,745
10,071,747
4,639,930
4,568,664
9,036,996
2,962,465
2,758,280
2,121,258
1,095,103
1,254,477
1,834,969
55,468,907
59,689,619
67,543,809
1,677,140
1,896,021
-
1,677,140
1,896,021
-
$ 57,146,047
$ 61,585,640
$ 67,543,809
$ 6,048,502
$ 5,599,809
$ 6,690,824
1,995,627
2,039,879
2,344,719
1,265,684
1,902,858
4,284,306
-
-
2,400,886
1,762,120
114,005
348,059
3,758,850
2,168,711
4,011,982
14,830,783
11,825,262
20,080,776
1,246,536
1,377,545
-
1,246,536
1,377,545
-
$ 16,077,319
$ 13,202,807
$ 20,080,776
114
Table 2
Fiscal Year
2007
2008
2009
2010
2011
2012
2013
$ 15,695,350
37,209,988
10,178,475
7,059,139
2,262,265
1,557,260
-
$ 14,954,447
39,223,990
8,784,481
6,067,686
3,860,350
1,662,578
-
$ 15,136,680
41,112,818
9,151,914
5,771,316
3,954,595
1,492,723
-
$ 14,021,839
43,008,415
10,140,073
3,962,941
2,613,051
1,396,709
-
$ 13,637,124
43,117,470
7,586,300
6,688,611
2,558,809
1,148,800
-
$ 13,772,084
43,586,151
7,470,717
6,876,606
1,927,567
945,926
91,923
$14,577,754
41,943,456
7,435,778
7,031,948
2,214,405
935,201
36,500
73,962,477
74,553,532
76,620,046
75,143,028
74,737,114
74,670,974
74,175,042
$ 73,962,477
$ 74,553,532
$ 76,620,046
$ 75,143,028
$ 74,737,114
$ 74,670,974
$ 74,175,042
$ 3,751,106
2,816,679
4,756,464
924,325
223,287
1,219,771
$ 8,518,696
2,438,907
4,650,101
580,406
1,483,394
557,820
$ 8,594,096
2,423,564
4,168,677
237,674
1,296,236
3,551,406
$ 8,409,479
2,587,741
4,459,166
446,235
2,576,479
744,438
$ 8,006,806
3,267,903
4,717,578
120,663
1,458,831
579,543
$ 8,749,869
4,321,215
5,030,609
109,553
1,650,949
167,897
$ 9,710,901
4,883,193
5,879,675
627,407
1,470,016
123,665
13,691,632
18,229,324
20,271,653
19,223,538
18,151,324
20,030,092
22,694,857
$13,691,632
$ 18,229,324
$ 20,271,653
$ 19,223,538
$ 18,151,324
$ 20,030,092
$ 22,694,857
Continued on next page.
115
City of Palm Beach Gardens, Florida
Changes in Net Position (continued)
Last Ten Fiscal Years
(Accrual Basis of Accounting)
Fiscal Year
2004
2005
2006
2007
Net (expense) revenue:
Governmental activities
$ (40,638,124)
$ (47,864,357)
$ (47,463,033)
$ (60,270,845)
Business -type activities
(430,604)
(518,476)
-
-
Total primary government net expense
$ (41,068,728)
$ (48,382,833)
$ (47,463,033)
$ (60,270,845)
General revenues and other changes in net
position:
Governmental activities:
Taxes:
Property taxes
$ 30,581,316
$ 35,118,504
$ 40,923,938
$ 50,541,564
Local business tax
-
-
-
-
Franchise taxes
3,370,103
3,832,276
4,964,878
5,380,778
Public service taxes
675,624
721,730
796,705
860,052
Unrestricted intergovernmental:
Sales tax and local option gas tax
3,378,464
3,597,796
4,062,558
4,060,521
State shared revenue
850,494
1,115,490
1,252,205
1,265,548
Impact fees
6,260,509
6,812,932
-
-
Unrestricted investment earnings
554,197
1,129,469
2,548,250
3,159,845
Gain/(loss) on disposal of capital assets
-
-
-
55,284
Miscellaneous
1,573,389
1,803,848
1,374,851
1,601,212
Transfers
(422,889)
(496,000)
(1,157,320)
-
Cumulative effect of change in
-
-
(806,092)
-
accounting principle
Special item - change in retirement
-
-
-
332,091
plans
Total governmental activities
$ 46,821,207
$ 53,636,045
$ 53,959,973
$ 67,256,895
Business -type activities:
Investment earnings
$ 15,904
$ 11,199
$ -
$ -
Miscellaneous
25,616
24,000
-
-
Transfers
422,889
496,000
1,157,320
-
Total business -type activities
464,409
531,199
1,157,320
-
Total primary government
$ 47,285,616
$ 54,167,244
$ 55,117,293
$ 67,256,895
Change in net position:
Governmental activities
$ 6,183,083
$ 5,771,688
$ 6,496,940
$ 6,986,050
Business -type activities
33,805
12,723
1,157,320
-
Total primary government
$ 6,216,888
$ 5,784,411
$ 7,654,260
$ 6,986,050
116
Fiscal Year
2008
2009
2010
2011
2012
2013
$ (56,324,208)
$ (56,348,393)
$ (55,919,490)
$ (56,585,790)
$ (54,640,882)
$ (51,480,185)
$ (56,324,208)
$ (56,348,393)
$ (55,919,490)
$ (56,585,790)
$ (54,640,882)
$ (51,480,185)
$ 50,362,460
1,531,977
956,919
4,039,597
1,193,969
-
1,741,515
242,496
1,273,400
$ 50,314,207
1,540,700
1,278,766
3,726,391
1,076,977
-
1,415,326
17,141
1,596,547
$ 46,762,961
1,464,400
1,087,582
3,754,372
1,802,019
121,564
764,799
43,748
1,539,939
$ 45,755,279
1,421,834
1,005,079
3,864,850
1,195,559
188,040
348,553
32,867
1,251,286
$ 44,232,540
1,370,720
1,829,028
3,850,419
1,236,054
119,452
299,589
(7,165)
1,294,975
$ 44,946,393
1,424,382
2,220,036
4,013,779
1,304,870
74,589
165,741
290,676
1,837,258
$ 61,342,333
$ 60,966,055
$ 57,341,384
$ 55,063,347
$ 54,225,612
$ 56,277,724
$ 61,342,333
$ 60,966,055
$ 57,341,384
$ 55,063,347
$ 54,225,612
$ 56,277,724
$ 5,018,125
$ 4,617,662
$ 1,421,894
$ (1,522,443)
$ (415,270)
$ 4,797,539
$ 5,018,125
$ 4,617,662
$ 1,421,894
$ (1,522,443)
$ (415,270)
$ 4,797,539
117
City of Palm Beach Gardens, Florida
Fund Balances of Governmental Funds
Last Three Fiscal Years
(Modified Accrual Basis of Accounting)
General fund:
Nonspendable
Restricted
Committed
Assigned
Unassigned
Total general fund
All other governmental funds:
Nonspendable
Restricted
Committed
Assigned
Total all other governmental funds
Total governmental funds
Fiscal Year
2011
2012
$ 47,033
$ 114,228
3,050,763
626,283
1,253,889
1,253,889
2,836,036
786,693
20,964,535
26,058,560
28,152,256
28,839,653
25,662
36,357
7,650,881
7,308,397
1,034,597
1,004,043
8,711,140
8,348,797
$ 36,863,396
$ 37,188,450
Note: Data not available prior to fiscal year 2011 implementation of Governmental Accounting Standards
Board Statement No. 54, Fund Balance Reporting and Governmental Fund Type Definition.
118
Table 3
2013
$ 77,819
3,518,253
2,632,575
1,411,359
27,109,724
34,749,730
31,270
7,969,073
772,850
8,773,193
$43,522,923
119
City of Palm Beach Gardens, Florida
Changes in Fund Balances of Governmental Funds
Last Ten Fiscal Years
(Modified Accrual Basis of Accounting)
Fiscal Year
Revenues:
Ad valorem taxes
Local business tax
Utility taxes
Franchise fees
Licenses and permits
Intergovernmental
Impact fees
Charges for services
Fines and forfeitures
Investment income
Miscellaneous
Total revenues
Expenditures:
Current:
General Government
Public Safety
Culture and Recreation
Physical Environment
Transportation
Capital outlay
Debt service:
Principal
Interest
Bond issuance costs
Other debt service costs
Total expenditures
Excess (deficiency) of revenues over (under) expenditures
Other financing sources (uses):
Transfers in
Transfers out
Capital leases
Sale of capital assets
Bonds and notes issued
Refunding bonds issued
Premium on bond issuance
Refunded bonds redeemed
Payment to refunded bond escrow agent
Total other financing sources (uses)
Special items:
Proceeds from defined contribution plan
Payment to defined benefit plan
Total special items
Net change in fund balances
Debt service as a percentage of noncapital expenditures
2004 2005 2006
$ 30,581,316 $ 35,118,504 $ 40,923,938
675,624
721,730
796,705
3,370,103
3,832,276
4,964,878
5,654,010
5,599,810
3,988,155
6,979,749
6,996,002
9,597,521
6,260,509
6,812,932
4,508,074
3,063,717
3,942,738
3,998,671
535,148
312,599
2,079,227
550,916
1,125,900
2,548,247
4,313,325
1,544,895
2,653,313
61,984,417
66,007,386
76,058,729
12, 910, 353
12, 703, 284
10, 343, 003
25,566,510
29,250,972
32,321,657
5,593,314
6,764,046
9,125,769
4,310,982
4,434,178
6,294,347
1,634,307
1,233,738
762,383
5,844,148
7,542,442
13,831,316
1,993,273
1,926,679
2,364,709
1,328,080
1,234,078
1,478,670
329,811
30,475
39,500
-
123,775
-
59,510,778
65,243,667
76,561,354
2,473,639
763,719
(502,625)
1,021,177
1,584,962
1,488,139
(1,391,304)
(2,028,200)
(1,333,704)
5,359,401
-
3,755,200
15,515,000
6,901,176
-
424,476
-
-
(16,629,633)
(6,870,701)
-
4,299,117
(412,763)
3,909,635
$ 6,772,756
$ 350,956
$ 3,407,010
6.80%
5.75%
6.19%
120
Table 4
Fiscal Year
2007
2008
2009
2010
2011
2012
2013
$ 50,541,564
$ 50,362,460
$ 50,314,207
$ 46,762,961
$ 45,755,279
$ 44,232,540
$ 44,946,393
-
-
1,540,700
1,464,400
1,421,834
1,370,720
1,424,382
860,052
956,919
1,278,766
1,087,582
1,005,079
1,829,028
2,220,036
5,380,778
5,516,091
5,702,964
5,040,183
4,946,864
5,327,897
5,101,610
3,718,105
4,364,095
2,020,336
2,363,552
2,066,521
2,414,586
3,537,512
6,757,761
6,906,638
6,454,771
8,693,914
7,250,927
6,894,564
7,159,350
2,270,519
1,467,356
567,498
1,024,537
535,700
754,853
2,563,745
5,502,144
5,641,891
5,865,175
6,263,022
7,306,291
8,427,574
8,356,187
524,216
320,944
436,227
301,780
184,221
163,076
308,095
3,159,847
1,740,605
1,414,745
763,632
348,002
299,204
162,847
1,858,214
2,028,842
2,070,220
1,738,946
1,537,789
1,621,486
1,874,051
80,573,200
79,305,841
77,665,609
75,504,509
72,358,507
73,335,528
77,654,208
15,293,318
14,613,265
14,592,013
13,579,416
12,820,887
13,101,603
13,891,617
35,103,794
37,695,130
39,078,675
41,375,382
40,678,920
41,616,208
39,690,034
8,775,280
7,354,317
7,363,738
8,360,697
5,688,357
5,505,915
5,461,517
6,892,190
5,848,500
5,375,753
3,602,222
6,081,652
6,151,650
6,496,310
890,103
818,837
809,220
685,673
827,068
591,089
882,857
9,026,003
6,305,054
5,239,712
3,940,814
5,974,920
2,081,097
6,045,352
2,787,745
2,848,158
2,929,195
2,948,742
3,113,455
3,328,573
3,623,063
1,573,958
1,488,484
1,398,206
1,304,010
1,066,464
850,124
713,851
-
-
-
-
28,000
117,944
36,500
-
-
-
-
-
91,923
-
80,342,391
76,971,745
76,786,512
75,796,956
76,279,723
73,436,126
76,841,101
230,809
2,334,096
879,097
(292,447)
(3,921,216)
(100,598)
813,107
1,845,332 1,373,777
4,291,078
1,454,187 2,338,257
803,596
630,786
(1,787,528) (1,321,015)
(4,238,316)
(1,454,187) (2,338,257)
(743,460)
(647,494)
- 712,418
-
- -
136,451
1,208,074
- 206,000
7,278
- -
-
30,000
- -
-
- -
-
4,300,000
- -
-
- 4,440,997
16,190,000
-
- -
-
- -
101,429
-
- -
-
- (4,412,997)
-
-
- -
-
- -
(16,062,364)
-
57,804 971,180
60,040
- 28,000
425,652
5,521,366
3,642,218 - - - - - -
(3,310,127) - - - - - -
332,091 - - - - - -
$ 620,704 $ 3,305,276 $ 939,137 $ (292,447) $ (3,893,216) $ 325,054 $ 6,334,473
6.08% 6.10% 5.88% 5.87% 5.96% 5.84% 6.09%
121
City of Palm Beach Gardens, Florida
Net Assessed Value and Estimated Actual Value of Taxable Property
Last Ten Fiscal Years
Real Property
Year
Ended Residential Commercial Industrial Other
September 30, Property Property Property Property Total
2004
$ -
$ -
$ -
$ -
$ 4,924,323,436
2005
4,560,597,118
1,068,583,139
31,022,658
58,639,528
5,718,842,443
2006
5,556,032,957
1,150,418,815
51,770,706
57,740,577
6,815,963,055
2007
7,175,984,136
1,584,435,691
67,918,360
67,073,542
8,895,411,729
2008
7,633,899,238
1,760,317,064
76,620,371
65,923,845
9,536,760,518
2009
7,229,265,998
1,871,391,912
81,429,357
57,716,346
9,239,803,613
2010
6,420,991,961
1,669,597,264
187,362,285
54,338,191
8,332,289,701
2011
5,848,513,461
1,449,291,192
159,894,950
46,154,142
7,503,853,745
2012
5,845,989,740
1,356,197,434
158,956,614
46,668,841
7,407,812,629
2013
5,971,391,486
1,362,505,644
137,804,685
54,067,590
7,525,769,405
Note: Assessed values are established by the Palm Beach County Property Appraiser's Office as of January 1,
each year. Assessments were increased to 100% of market value as of 1980.
Property in the City is reassessed each year. Property is assessed at actual value; therefore, the assessed
values are equal to actual value. Tax rates are per $1,000 of assessed value.
The City does not have information on the assessed value per category prior to September 30, 2005, therefore,
only total taxable property assessed value is presented.
Source: Palm Beach County Property Appraiser's Office
N/A - Information not available
122
Table 5
Taxable Assessed
Total
Total
Estimated
Value as a
Taxable
Direct
Actual
Percentage of
Personal
Centrally
Assessed
Tax
Taxable
Actual Taxable
Property
Assessed
Value
Rate
Value
Value
$ 322,568,279
$ 1,071,152
$ 5,247,962,867
6.0400
$ N/A
N/A
326,789,276
1,116,960
6,046,748,679
6.0260
N/A
N/A
353,028,500
1,118,109
7,170,109,664
5.9280
N/A
N/A
407,846,639
1,263,926
9,304,522,294
5.6550
11,805,444,204
78.82%
431,242,245
1,287,840
9,969,290,603
5.2540
12,266,508,331
81.27%
445,097,893
2,302,570
9,687,204,076
5.3990
11,905,455,511
81.37%
435,423,487
1,525,288
8,769,238,476
5.5390
10,584,957,812
82.85%
419,393,252
1,530,479
7,924,777,476
5.9258
9,478,563,840
83.61 %
355,387,197
1,580,454
7,764,780,280
5.9225
9,524,962,077
81.52%
357,685,952
1,261,843
7,884,717,200
5.9194
9,634,287,354
81.84%
123
City of Palm Beach Gardens, Florida
Property Tax Rates - Direct and Overlapping Governments
Last Ten Fiscal Years
City of Palm Beach Gardens
Debt Total Palm Beach Palm
Fiscal Operating Service City County School Beach
Year Millaae Millaae Millaae District Countv
2004
5.7450
0.2950
6.0400
8.5710
4.7910
2005
5.7680
0.2580
6.0260
8.4320
4.7677
2006
5.7080
0.2200
5.9280
8.1060
4.7192
2007
5.4950
0.1600
5.6550
7.8720
4.4775
2008
5.1050
0.1490
5.2540
7.3560
3.9813
2009
5.2500
0.1490
5.3990
7.2510
3.9656
2010
5.3900
0.1490
5.5390
7.9830
4.5614
2011
5.7404
0.1854
5.9258
8.1540
4.9960
2012
5.7404
0.1821
5.9225
8.1800
4.9925
2013
5.7404
0.1790
5.9194
7.7780
4.9902
Note: All millage rates are based on $1 for every $1,000 of assessed value.
Source: City of Palm Beach Gardens Finance Department and Palm Beach County Property Appraiser's Office
(1) Overlapping rates are those of local and county governments that apply to property owners within the City
of Palm Beach Gardens. Not all overlapping rates apply to all City of Palm Beach Gardens property owners
(i.e. the rates for special districts apply only to the proportion of the government's property owners whose
property is located within the geographic boundaries of the special district).
124
Table 6
Overlapping Rates (1)
Palm Beach
Palm Beach South Florida
Children's
Florida Inland
Total Direct and
County Health
County Library Water Management
Services
Navigation
Overlapping
Care District
Svstem District
Council
District
Rates
1.1300
0.5833
0.6970
0.6902
0.0385
22.5410
1.1000
0.5807
0.6970
0.6902
0.0385
22.3321
1.0800
0.6250
0.6970
0.6887
0.0385
21.8824
0.9700
0.5989
0.6970
0.6199
0.0385
20.9288
0.8900
0.5441
0.6240
0.5823
0.0345
19.2662
0.9975
0.5427
0.6240
0.6009
0.0345
19.4152
1.1451
0.5518
0.6240
0.6898
0.0345
21.1286
1.1451
0.5491
0.6240
0.7513
0.0345
22.1798
1.1250
0.6081
0.4363
0.7475
0.0345
22.0464
1.1220
0.6066
0.4289
0.7300
0.0345
21.6096
125
City of Palm Beach Gardens, Florida
Principal Property Taxpayers
September 30, 2013
Table 7
Percent of
Taxable
Total Taxable
Assessed
Assessed
Taxpayer
Value
Rank
Value (')
Landry, Lawrence L.
$ 205,000,000
1
2.60%
Florida Power & Light
79,926,052
2
1.01%
GILL US Retail LP
75,000,034
3
0.95%
Realty Associates Fund IX LP
60,963,354
4
0.77%
Northlake Blvd LLC
43,721,685
6
0.55%
Devonshire at PGA National LLC
40,702,679
7
0.52%
3801 PGA Acquisition Co
37,454,901
5
0.48%
Old Palm Holdings LP
33,273,000
8
0.42%
Downtown at the Gardens LLC
30,000,000
9
0.38%
Mirasol Club Inc.
15,852,845
10
0.20%
$ 621,894,550
7.88%
Note: Information is not available prior to 2006. Therefore, the 10 year comparison is not included.
Source: Tax roll provided by Palm Beach County Property Appraisers Office.
(1) See the Schedule of Net Assessed Value on page 122 for Estimated Actual Value of Taxable Property.
126
City of Palm Beach Gardens, Florida
Property Tax Levies and Collections
Last Ten Fiscal Years
September 30, 2013
Year Total Tax
Ended Levy for
September 30, Fiscal Year
Collected within the
Fiscal Year of the Levy Collections in
Percent Subsequent
Amount of Levy Years
Table 8
Total Collections
to Date
Percentage
Amount of Levy
2004
$ 31,697,696
$ 30,542,942
96.36%
$ 59,393
$ 30,602,335
96.54%
2005
36,437,708
35,080,464
96.28%
23,068
35,103,532
96.34%
2006
42,572,206
40,896,417
96.06%
12,127
40,908,544
96.09%
2007
52,521,899
50,475,571
96.10%
139,886
50,615,457
96.37%
2008
52,378,653
50,382,769
96.19%
629,858
51,012,627
97.39%
2009
52,198,753
49,743,531
95.30%
265,618
50,009,149
95.81%
2010
48,572,811
46,500,965
95.73%
553,665
47,054,630
96.87%
2011
46,934,495
45,094,498
96.08%
12,386
45,106,884
96.11%
2012
45,986,911
44,142,070
95.99%
57,433
44,199,503
96.11%
2012
46,672,795
44,866,669
96.13%
-
44,866,669
96.13%
Source: City of Palm Beach Gardens Finance Department and Palm Beach County Tax Collector's Office
127
City of Palm Beach Gardens, Florida
Ratios of Outstanding Debt by Type
Last Ten Fiscal Years
Governmental Activities
Year General
Ended Revenue Obligation Capital
September 30, Bonds Bonds Leases Notes Loans
2004
$ 18,666,151
$ 14,421,071
$ 1,173,370
$ 364,401 $ -
2005
17,271,233
13,970,914
850,515
291,521 -
2006
25,150,643
13,342,497
515,637
218,641 -
2007
23,471,241
12,451,896
388,260
145,761 -
2008
21,784,903
11,527,046
996,465
72,881 -
2009
20,056,285
10,567,106
922,247
- -
2010
18,279,922
9,566,340
844,172
- -
2011
16,366,001
8,579,140
762,039
- -
2012
14,445,715
7,489,697
801,213
- -
2013
16,697,603
6,365,138
1,608,643
- -
Note: Details regarding the City's outstanding debt can be found in the notes to the financial statements.
(1) See the Schedule of Demographic and Economic Statistics on page 134 for population data.
128
Table 9
Business -Type
Activities
Total
Percentage
Revenue Capital
Primary
of Personal
Per
Bonds Leases Loans
Government
Income (')
Capita (')
$ 6,410,000 $ 66,008 $ -
$ 41,101,001
0.0743%
$ 970
6,090,000 33,116 -
38,507,299
0.0604%
845
- - -
39,227,418
0.0552%
814
- - -
36,457,158
0.0489%
738
- - -
34,381,295
0.0464%
684
- - -
31,545,638
0.0429%
632
- - -
28,690,434
0.0413%
573
- - -
25,707,180
0.0360%
531
- - -
22,736,625
N/A
469
- - -
24,671,384
N/A
499
129
City of Palm Beach Gardens, Florida
Ratios of General Bonded Debt Outstanding
Last Ten Fiscal Years
Table 10
Year General
Percentage of
Ended Obligation
Estimated Actual
Per
September 30, Bonds
Taxable Value
Capita
2004 $ 14,421,071
0.27%
$ 340
2005 13,970,914
0.23%
306
2006 13,342,497
0.19%
277
2007 12,451,896
0.13%
252
2008 11,527,046
0.12%
229
2009 10,567,106
0.11 %
212
2010 9,566,340
0.11 %
191
2011 8,579,140
0.11 %
177
2012 7,489,697
0.10%
155
2013 6,365,138
0.08%
129
Note: Details regarding the City's outstanding debt can be found in the notes to the financial statement.
(1) See the Schedule of Net Assessed Value on page 122 for Estimated Actual Value of Taxable Property.
(2) See the Schedule of Demographic and Economic Statistics on page 134 for population data.
130
City of Palm Beach Gardens, Florida
Direct and Overlapping Governmental Activities Debt
As of September 30, 2013
Government Unit
Debt repaid with property taxes:
Palm Beach County
Palm Beach County School Board
Other debt:
Palm Beach County
Palm Beach County School Board
Subtotal, Overlapping Debt
City of Palm Beach Gardens Direct Debt
Total Direct and Overlapping Debt
Net
Debt
Outstanding
Percentage
Applicable to
the City of
Palm Beach
Gardens (')
Table 11
Amount
Applicable to
the City of
Palm Beach
Gardens
$ 187,210,000 5.22% $ 9,772,362
- 5.21 % -
745,634,291 5.22% 38,922,110
1,797,703,000 5.21% 93,660,326
142, 354, 798
24, 671, 384
$ 167,026,182
Note: Overlapping governments are those that coincide, at least in part, with the geographic boundaries of the
City. This schedule estimates the portion of the outstanding debt of those overlapping governments that is
borne by the residents and business.
Source: Data provided by the Palm Beach County Finance Department and the Palm Beach County School
Board.
(1) The percentage of overlapping debt applicable is estimated using taxable assessed property values.
Applicable percentages were estimated by determining the portion of the County's and School Board's taxable
assessed value that is within the City's boundaries.
131
City of Palm Beach Gardens, Florida
Pledged Revenue Coverage
Last Eight Fiscal Years
2011 Public Improvement and Refunding Bonds
Year Local Licenses
Ended Business Franchise Utility and Inter -
September 30, Tax Fees Taxes Permits governmental
2006
$ -
$ 4,964,878
$ 796,705
$ 3,988,155
$ 8,597,198
2007
-
5,380,778
860,052
3,718,105
6,757,761
2008
-
5,516,091
956,919
4,364,095
6,906,638
2009
1,540,700
5,702,964
1,278,766
2,020,336
6,454,771
2010
1,464,400
5,040,183
1,087,582
2,363,552
8,693,914
2011
1,421,834
4,946,864
1,005,079
2,066,521
7,250,927
2012
1,370,720
5,327,897
1,829,028
2,414,586
6,894,564
2013
1,424,382
5,101,610
2,220,036
3,537,512
7,159,350
Non Ad Valorem
Revenue Available
Debt Service
for Debt Coverage
Principal
Interest
Coverage
2006
$ 24,759,337
$ 2,020,874
$ 916,835
8.43
2007
27,761,117
1,973,197
1,042,338
9.21
2008
27,476,025
1,923,309
992,714
9.42
2009
26,783,904
1,969,256
943,136
9.20
2010
27,717,011
1,947,976
887,781
9.77
2011
26,067,528
2,005,259
828,446
9.20
2012
28,348,135
2,005,259
828,446
10.00
2013
30,144,070
2,498,505
492,496
10.08
Note: The City's 2011 Public Improvement Revenue Bonds are obligations of the City payable solely from and
secured solely by non ad valorem revenue. The original bonds were issued in November 2003 to refund
certain prior obligations of the City. Additional bonds were issued in 2005 and 2006 to finance the cost of
improvements to the City's golf course, parks, and public safety facilities.
Data not available prior to fiscal year 2006.
Source: City of Palm Beach Gardens Finance Department
132
Table 12
Non Ad Valorem
Charges
Fines
Revenue
for
and
Investment
Available for
Services
Forfeitures
Income
Miscellaneous
Debt Coverage
$ 1,285,282
$ 2,078,519
$ 1,538,635
$ 1,509,965
$ 24,759,337
5,502,144
524,216
3,159,847
1,858,214
27,761,117
5,641,891
320,944
1,740,605
2,028,842
27,476,025
5,865,175
436,227
1,414,745
2,070,220
26,783,904
6,263,022
301,780
763,632
1,738,946
27,717,011
7,306,291
184,221
348,002
1,537,789
26,067,528
8,427,574
163,076
299,204
1,621,486
28,348,135
8,356,187
308,095
162,847
1,874,051
30,144,070
133
City of Palm Beach Gardens, Florida
Demographic and Economic Statistics
Last Ten Fiscal Years
Palm Beach
County
Personal
Income (2)
Year Population (') (In Thousands)
Table 13
Palm Beach
County
Per Capita School Unemployment
Income (2) Enrollment (3) Rate (4)
2004
42,384
$ 55,310,321
$ 44,518
$ 8,985
3.1 %
2005
45,584
63,756,287
50,371
8,854
2.2%
2006
48,176
71,061,748
55,311
8,764
3.7%
2007
49,387
74,548,299
59,147
8,417
3.7%
2008
50,282
74,099,427
58,358
9,933
4.3%
2009
49,941
73,546,909
57,461
10,338
7.3%
2010
50,075
69,488,201
52,526
10,549
7.8%
2011
48,452
71,432,467
53,500
11,234
7.2%
2012
48,452
N/A
N/A
10,937
6.0%
2013
49,434
N/A
N/A
10,909
4.9%
Sources:
(1) University of Florida Bureau of Business and Economic Research
(2) U.S. Department of Commerce, Bureau of Economic Analysis
(3) Palm Beach County School Board Budget Office
(4) U.S. Bureau of Labor Statistics
N/A: Information not available
134
City of Palm Beach Gardens, Florida
Principal Employers
September 30, 2013
Table 14
2012
Percentage of
Total City
Employer
Employees
Rank
Employment
G4S (Headquarters)
3,000
1
12.16%
Palm Beach County School Board
1,193
2
4.83%
Westport Senior Living Investment Fund
1,000
3
4.05%
Tenet Healthcare Corp
855
4
3.46%
PGA National Resort & Spa
700
5
2.84%
TBC Corporation (Headquarters)
600
6
2.43%
Biomet 3i, Inc.
476
7
1.93%
City of Palm Beach Gardens
455
8
1.84%
Belcan Corporation
329
9
1.33%
Anspach Companies
256
10
1.04%
8,864
35.91 %
Note: Information is not available prior to 2006. Therefore, the 10 year comparison is not included.
Source: 2012 Business Development Board of Palm Beach County
135
City of Palm Beach Gardens, Florida
Full -Time Equivalent City Government Employees by Function
Last Eight Fiscal Years
Number of Employees:
General Government
Public Safety
Culture and Recreation
Physical Environment
Total Number of Employees
Note: Indicators are not available prior to 2006.
Source: City of Palm Beach Gardens Finance Department
Fiscal Year
2006 2007 2008 2009 2010
82
73
97
95
80
277
286
282
272
272
74
75
65
64
72
68
80
57
53
40
501 514 501 484 464
136
Table 15
2011
2012
2013
66
280
38
66
71
278
38
65
71
281
39
64
450
452
455
137
City of Palm Beach Gardens, Florida
Operating Indicators by Function/Program
Last Eight Fiscal Years
Function/Program:
General Government:
Information Technology:
Number of online inspections scheduled
City Clerk:
Public records request
Finance:
A/P checks issued
Growth Management:
Number of projects completed
Public Safety:
Police personnel and officers
Fire personnel
Number of foot patrols
conducted in business districts
Number of foot patrols conducted in
neighborhood communities
Number of fire rescue calls
Culture and Recreation:
Special event attendees
General program participants
Youth camp registrations
Number of Signature City
magazines mailed
Tennis members
Rounds of golf played
General pool admissions
Physical Environment:
Curb miles swept
Linear feet of storm drains cleaned
Permits issued
Value of permits
Inspections performed
Fiscal Year
2006 2007 2008
7,000
10,000
7,808
1,478
520
486
6,328
6,793
6,366
12
35
25
158
158
157
128
128
125
8,500
8,500
11,497
36
36
36
4,000
7,073
7,155
79,000
60,000
71,600
115,048
125,000
126,000
2,729
3,503
3,636
84,000
89,000
89,000
278
333
566
29,132
44,977
43,657
20,393
45,490
36,401
2,000
2,100
3,095
1,500
1,600
13,200
8,202
9,191
8,929
$ 375,192,522
$ 336,554,569
$ 343,341,142
40,000
26,000
23,442
Note: Indicators are not available prior to 2006 and for the transportation function.
Sources: Various City Departments
138
Table 16
2009 2010 2011 2012 2013
6,188
6,495
12,150
7,720
9,800
553
140
110
95
119
6,829
5,849
4,914
3,863
3,239
23
33
35
8
9
150
150
162
163
158
122
122
118
118
113
16,400
13,473
10,874
9,028
8,412
36
35
35
35
35
7,410
8,000
7,836
7,582
9,492
75,000
104,100
110,000
144,000
167,000
9,220
16,710
17,000
16,500
17,000
3,805
3,750
3,775
3,988
4,072
5,241
-
-
-
-
356
360
367
455
409
43,000
38,835
41,954
39,107
28,904
32,144
32,910
37,826
31,723
30,530
800
2,560
2,779
2,335
1,320
800
4,400
-
-
-
5,272
6,013
6,315
6,822
7,560
$ 189,340,190
$ 178,555,009
$ 188,625,476
$ 208,997,432
$ 293,661,857
19,250
18,170
18,100
18,605
22,100
139
City of Palm Beach Gardens, Florida
Capital Asset Statistics by Function/Program
Last Eight Fiscal Years
Fiscal Year
Function/Program:
2006
2007
2008
2009
2010
2011
General Government:
Number of general
government buildings
1
1
1
1
1
1
Public Safety:
Fire stations
5
5
5
5
5
5
Transportation:
Miles of streets
53
53
53
54
54
54
Culture and Recreation:
Parks acreage
168
168
168
168
168
172
Parks
9
9
11
11
11
11
Golf courses
1
1
1
1
1
1
Soccer fields
10
10
10
10
10
11
Roller hockey rinks
2
2
2
2
2
2
Baseball/softball fields
17
17
15
15
15
15
Tennis courts
17
17
19
19
19
19
Playgrounds
8
8
9
9
9
9
Basketball courts
12
12
12
12
13
13
Racquetball courts
2
2
6
6
6
6
Skatepark
1
1
1
1
1
1
Swimming pools
3
3
3
3
3
3
Note: Indicators are not available prior to 2006 and for the
physical environment
function.
Sources: Various City Departments
Table 17
2012 2013
1 1
5 5
54 54
172 172
11 11
1 1
11 11
2 2
15 15
19 19
9 9
13 13
6 6
1 1
3 3
140
COMPLIANCE SECTION
This page intentionally left blank.
2
Rampe11 & Rampell, P.A.
certified public accountants
0
INDEPENDENT AUDITOR'S REPORT ON INTERNAL CONTROL OVER
FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS
BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED
IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS
To the Honorable Mayor, City Council
Palm Beach Gardens, Florida
We have audited, in accordance with the auditing standards generally accepted in the United States
of America and the standards applicable to financial audits contained in Government Auditing Stand-
ards issued by the Comptroller General of the United States, the financial statements of the govern-
mental activities, each major fund, and the aggregate remaining fund information of the City of Palm
Beach Gardens, Florida as of and for the year ended September 30, 2013, and the related notes to
the financial statements, which collectively comprise the City of Palm Beach Gardens, Florida's basic
financial statements, and have issued our report thereon dated April 18, 2014.
Internal Control Over Financial Reporting
In planning and performing our audit of the financial statements, we considered the City of Palm
Beach Gardens, Florida's internal control over financial reporting (internal control) to determine the
audit procedures that are appropriate in the circumstances for the purpose of expressing our opin-
ions on the financial statements, but not for the purpose of expressing an opinion on the effective-
ness of the City of Palm Beach Gardens, Florida's internal control. Accordingly, we do not express
an opinion on the effectiveness of the City of Palm Beach Gardens, Florida's internal control.
A deficiency in internal control exists when the design or operation of a control does not allow man-
agement or employees, in the normal course of performing their assigned functions, to prevent, or
detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a com-
bination of deficiencies, in internal control, such that there is a reasonable possibility that a material
misstatement of the entity's financial statements will not be prevented, or detected and corrected on
a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal
control that is less severe than a material weakness, yet important enough to merit attention by those
charged with governance.
Our consideration of internal control was for the limited purpose described in the first paragraph of
this section and was not designed to identify all deficiencies in internal control that might be material
weaknesses or, significant deficiencies. Given these limitations, during our audit we did not identify
any deficiencies in internal control that we consider to be material weaknesses. However, material
weaknesses may exist that have not been identified.
Compliance and Other Matters
As part of obtaining reasonable assurance about whether the City of Palm Beach Gardens, Florida's
financial statements are free from material misstatement, we performed tests of its compliance with
certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which
could have a direct and material effect on the determination of financial statement amounts. Howev-
er, providing an opinion on compliance with those provisions was not an objective of our audit, and
223 Sunset Avenue ♦ Suite 200 ♦ Palm Beach, FL 33480 ♦ TEL (561) 655-5855 ♦ FAX (561) 655-7688
143
accordingly, we do not express such an opinion. The results of our tests disclosed no instances of
noncompliance or other matters that are required to be reported under Government Auditing Standards.
Purpose of this Report
The purpose of this report is solely to describe the scope of our testing of internal control and compliance and
the results of that testing, and not to provide an opinion on the effectiveness of the entity's internal control or on
compliance. This report is an integral part of an audit performed in accordance with Government Auditing
Standards in considering the entity's internal control and compliance. Accordingly, this communication is not
suitable for any other purpose.
Rampell & Rampell, P.A.
Palm Beach, Florida
April 18, 2013
144
2
Rampe11 & Rampell, P.A.
certified public accountants
0
MANAGEMENT LETTER IN ACCORDANCE WITH THE RULES
OF THE AUDITOR GENERAL OF THE STATE OF FLORIDA
To the Honorable Mayor, City Council
City of Palm Beach Gardens, Florida
We have audited the financial statements of the City of Palm Beach Gardens, Florida, as of and
for the fiscal year ended September 30, 2013, and have issued our report thereon dated April 18,
2014.
We conducted our audit in accordance with auditing standards generally accepted in the United
States of America, and the standards applicable to financial audits contained in Government Au-
diting Standards, issued by the Comptroller General of the United States; and Chapter 10.550,
Rules of the Florida Auditor General. We have issued our Independent Auditors' Report on Inter-
nal Control over Financial Reporting and Compliance and Other Matters Based on an Audit of the
Financial Statements Performed in Accordance with Government Auditing Standards. Disclosures
in those reports, which are dated April 18, 2014, should be considered in conjunction with this
management letter.
Additionally, our audit was conducted in accordance with Chapter 10.550, Rules of the Auditor
General, which governs the conduct of local governmental entity audits performed in the State of
Florida. This letter includes the following information, which is not included in the aforementioned
auditor's reports:
➢ Section 10.554(1)(i)l ., Rules of the Auditor General, requires that we determine whether
or not corrective actions have been taken to address findings and recommendations
made in the preceding annual financial audit report. No recommendations were made in
the preceding annual financial report.
➢ Section 10.554(1)(i)2., Rules of the Auditor General, requires our audit to include a re-
view of the provisions of Section 218.415, Florida Statutes, regarding the investment of
public funds. In connection with our audit, we determined that the City of Palm Beach
Gardens, Florida complied with Section 218.415, Florida Statutes.
➢ Section 10.554(1)(i)3., Rules of the Auditor General, requires that we address in the
management letter any recommendations to improve financial management. In connec-
tion with our audit, we did not have any such recommendations.
➢ Section 10.554(1)(i)4., Rules of the Auditor General, requires that we address noncom-
pliance with provisions of contracts or grant agreements, or abuse, that have occurred, or
are likely to have occurred, that have an effect on the financial statements that is less
than material but which warrants the attention of those charged with governance. In con-
nection with our audit, we did not have any such findings.
➢ Section 10.554(1)(i)5., Rules of the Auditor General, requires that the name or official title
and legal authority for the primary government and each component unit of the reporting
entity be disclosed in this management letter, unless disclosed in the notes to the finan-
cial statements. This information is disclosed in Note 1 to the financial statements.
M
223 Sunset Avenue ♦ Suite 200 ♦ Palm Beach, FL 33480 ♦ TEL (561) 655-5855 ♦ FAX (561) 655-7688
145
➢ Section 10.554(1)(i)6.a., Rules of the Auditor General, requires a statement be included as to whether
or not the local governmental entity has met one or more of the conditions described in Section
218.503(1), Florida Statutes, and identification of the specific condition(s) met. In connection with our
audit, we determined that the City of Palm Beach Gardens, Florida did not meet any of the conditions
described in Section 218.503(1), Florida Statutes.
➢ Section 10.554(1)(i)6.b., Rules of the Auditor General, requires that we determine whether the annual
financial report for the City of Palm Beach Gardens, Florida for the fiscal year ended September 30,
2013, filed with the Florida Department of Financial Services pursuant to Section 218.32(1)(a), Florida
Statutes, is in agreement with the annual financial audit report for the fiscal year ended September 30,
2013. In connection with our audit, we determined that these two reports were in agreement.
➢ Pursuant to Sections 10.554(1)(i)6.c. and 10.557(7), Rules of the Auditor General, we applied financial
condition assessment procedures. It is management's responsibility to monitor the City of Palm Beach
Gardens, Florida's financial condition, and our financial condition assessment was based in part on
representations made by management and the review of financial information provided by same.
Our management letter is intended solely for the use of the Legislative Auditing Committee, members of the
Florida Senate and Florida House of Representatives, the Florida Auditor General, Federal and other granting
agencies, and applicable management, and is not intended to be and should not be used by anyone other than
these specified parties.
Rampell & Rampell, P.A.
Palm Beach, Florida
April 18, 2014
146
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
CITY OF PALM BEACH GARDENS
CITY COUNCIL
REGULAR MEETING
April 3, 2014
The regular meeting was called to order at 7:03 p.m. by Mayor Premuroso.
I. PLEDGE OF ALLEGIANCE
II. NATIONAL ANTHEM — PERFORMED BY PALM BEACH GARDENS HIGH
SCHOOL CHORUS
III. ROLL CALL
PRESENT: Mayor Premuroso, Vice Mayor Jablin, Council Member Russo, Council Member
Tinsley, Council Member Levy.
ABSENT: None.
IV. ELECTION:
a. RESOLUTION 12, 2014 — DECLARING RESULTS OF THE MUNICIPAL
ELECTION. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
PALM BEACH GARDENS, FLORIDA DECLARING THE RESULTS OF THE
GENERAL ELECTION HELD ON MARCH 11, 2014; PROVIDING AN
EFFECTIVE DATE; AND FOR OTHER PURPOSES.
Council Member Levy made a motion to approve to Resolution 12, 2014.
Council Member Russo seconded.
Motion passed 5-0
b. ADMINISTER OATH OF OFFICE.
City Clerk, Patricia Snider, administered the Oath of Office to Councilmembers Robert
Premuroso, Eric Jablin, and Marcie Tinsley.
V. REORGANIZATION:
1. APPOINTMENT OF MAYOR.
Council Member Russo made a motion to appoint Robert Premuroso as Mayor.
Council Member Jablin seconded.
Motion passed 5-0.
2. APPOINTMENT OF VICE MAYOR.
Council Member Levy made a motion to appoint Eric Jablin as Vice Mayor.
Council Member Russo seconded.
Motion passed 5-0.
3. RESOLUTION 13, 2014 — APPOINTMENT OF MAYOR AND VICE MAYOR. A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM BEACH GARDENS,
FLORIDA APPOINTING THE MAYOR AND VICE MAYOR FOR THE CITY; PROVIDING
AN EFFECTIVE DATE; AND FOR OTHER PURPOSES.
Council Member Russo made a motion to approve Resolution 13, 2014.
Council Member Levy seconded.
Motion passed 5-0.
Council Member Russo suggested moving Item 4. Appointment of Councilmembers to external
boards; and Item 5. Appointment of Councilmembers to internal boards to Items of Council
Action/Discussion at the end of the agenda.
Council Member Russo made a motion to move items 4 and 5 to the end of the agenda.
Council Member Levy seconded.
Motion passed 5-0.
CITY OF PALM BEACH GARDENS REGULAR COUNCIL MEETING PAGE 1
04-03-14
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
VI. ADDITIONS, DELETIONS, MODIFICATIONS:
Addition: Proclamation for Child Abuse Prevention Month.
Council Member Russo made a motion to accept the addition.
Vice Mayor Jablin seconded.
Motion passed 5-0.
VIL ANNOUNCEMENTS/PRESENTATIONS
a. COMPREHENSIVE ANNUAL FINANCIAL REPORT (CAFR) AWARD.
Award Presentation: Shannon Ramsey Chessman, Florida Government Finance Officer's
Association
b. DEPARTMENT OF TRANSPORTATION — PGA BLVD & BEELINE HIGHWAY.
Presentation by: Cindy Kendrick, Stanley Consultants and Fernando Morales, Florida
Department of Transportation
C. ALL ABOARD FLORIDA UPDATE.
Presentation by: Charlotte Presensky, Operations Director
VIII. ITEMS OF RESIDENT INTEREST AND BOARD/COMMITTEE REPORTS:
Council Member David Lew: Attended Palm Beach County League of Cities Meeting.
Council Member Marcie Tinsley:. None
Council Member Joseph Russo: None
Vice Mayor Eric Jablin: Attended the Palm Beach County Metropolitan Planning Board.
Mayor Robert Premuroso: Encouraged residents to attend the Ernie Els Autism event on
Thursday, April 10, 2014 at Old Palm.
IX. CITY MANAGER REPORT
Provided an update on Florida Department of Transportation presentation project to raise PGA
Blvd; reported that the City will conduct a resident survey within the next 60 days.
X. COMMENTS FROM THE PUBLIC
Gary Brandenburg, 5801 Anchorage Drive, North Palm Beach; Tom Cairnes, 3101 PGA
Blvd, Palm Beach Gardens; Mel Grossman, 161 Thornton Drive, Palm Beach Gardens; Bertha
Matics, 910 Magdalena Rd Palm Beach Gardens; Barbara Grossman, 161 Thornton Drive,
Palm Beach Gardens, did not speak, comment card submitted for the record only.
XI. CONSENT AGENDA
a. APPROVE MINUTES FROM MARCH 6, 2014 CITY COUNCIL MEETING.
b. RESOLUTION 15, 2014 — SETTING THE DATES FOR THE JULY AND AUGUST CITY
COUNCIL MEETINGS. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
PALM BEACH GARDENS, FLORIDA AMENDING THE SCHEDULE OF REGULAR
CITY COUNCIL MEETINGS FOR THE MONTHS OF JULY AND AUGUST, 2014;
PROVIDING AN EFFECTIVE DATE; AND FOR OTHER PURPOSES.
c. PURCHASE AWARD: A2014-030FT, FUEL MANAGEMENT SYSTEM UPGRADES.
d. PURCHASE AWARD — CAREHERE CONTRACT RENEWAL.
f. PURCHASE AWARD ON PIGGYBACK AGREEMENT NO. A2014-032PW, ANNUAL
ASPHALT MILLING AND RESURFACING (2014).
g. PURCHASE AWARD L2014-004IT FOR LEASE OF MULTIFUNCTIONAL PRINTERS
AND COPIERS.
h. PURCHASE AWARD FOR ROOF REPLACEMENT, FIRE RESCUE 1, POLICE
DEPARTMENT AND RIVERSIDE YOUTH ENRICHMENT CENTER.
i. RESOLUTION 24, 2014 - FRANKLIN ACADEMY PLAT. A RESOLUTION OF THE
CITY COUNCIL OF THE CITY OF PALM BEACH GARDENS, FLORIDA APPROVING
THE FRANKLIN ACADEMY PLANNED UNIT DEVELOPMENT (PUD) PLAT;
PROVIDING AN EFFECTIVE DATE; AND FOR OTHER PURPOSES.
CITY OF PALM BEACH GARDENS REGULAR COUNCIL MEETING PAGE 2
04-03-14
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
j. RESOLUTION 25, 2014 — TIGER GRANT — FEC QUIET ZONE. A RESOLUTION OF
THE CITY COUNCIL OF THE CITY OF PALM BEACH GARDENS, FLORIDA
SUPPORTING THE PALM BEACH METROPOLITAN PLANNING ORGANIZATION' S
EFFORTS TO SECURE FEDERAL FUNDING IN THE FORM OF A
TRANSPORTATION INVESTMENTS GENERATING ECONOMIC RECOVERY
(TIGER) GRANT FOR THE INFRASTRUCTURE TO INCREASE ROAD CROSSING
SAFETY AND PROVIDE FOR THE QUIET ZONE IMPROVEMENTS NECESSARY TO
INCREASE THE SAFETY IN AREAS WHERE TRAIN HORNS ARE NOT ROUTINELY
SOUNDED; PROVIDING AN EFFECTIVE DATE; AND FOR OTHER PURPOSES.
k. PROCLAMATION — PARALYZED VETERANS OF AMERICAN AWARENESS
MONTH.
Council Member Levy made a motion for approval of the Consent Agenda without Item E.
Vice Mayor Jablin seconded.
Motion passed 5-0.
e. PURCHASE AWARD FOR ITB2014-033EM, STORM DEBRIS DISPOSAL SERVICES.
Council Member Tinsley recused herself and filled out form 8B.
Council Member Russo made a motion to approve Purchase Award for ITB2014-033EM Storm
Debris Services.
Vice Mayor Jablin seconded.
Motion passed 4-0.
XII. PUBLIC HEARINGS: (*Designates Quasi -Judicial Hearing)
Those preparing to give testimony were sworn in.
The City Clerk read Resolution 21, 2014 by title.
a. *RESOLUTION 21, 2014 - PCD AMENDMENT TO MODIFY UTILITY EASEMENTS, A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM BEACH GARDENS,
FLORIDA APPROVING AN AMENDMENT TO THE ALTON PLANNED
COMMUNITY DEVELOPMENT (PCD) (F.K.A. SCRIPPS FLORIDA PHASE II/BRIGER
TRACT PCD) TO INCORPORATE MODIFICATIONS TO UTILITY EASEMENTS,
ROADWAY CROSS SECTIONS AND BUFFERS, LAKES, OPEN SPACE, AND
REVISIONS TO CONDITIONS OF APPROVAL, AS MORE PARTICULARLY
DESCRIBED HEREIN; PROVIDING CONDITIONS OF APPROVAL; PROVIDING AN
EFFECTIVE DATE; AND FOR OTHER PURPOSES.
Mavor Premuroso opened the Public Hearing.
Petitioner: Ken Tuma, Urban Design Kidlay Studios
Staff presentation: Principal Planner, Peter Hofheinz.
Public comment: Louis Satriano, 4703 Lakemont Court, Palm Beach Gardens.
Mayor Premuroso closed the Public Hearing.
Vice Mayor Jablin made a motion to approve Resolution 21, 2014.
Council Member Tinsley seconded.
Motion passed 5-0.
The City Clerk read Resolution 22, 2014 by title.
b. RESOLUTION 22, 2014 - FRANKLIN ACADEMY ART IN PUBLIC PLACES. A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM BEACH GARDENS,
FLORIDA APPROVING ART IN PUBLIC PLACES FOR FRANKLIN ACADEMY
PLANNED UNIT DEVELOPMENT (PUD), AS MORE PARTICULARLY DESCRIBED
HEREIN; PROVIDING CONDITIONS OF APPROVAL; PROVIDING AN EFFECTIVE
DATE; AND FOR OTHER PURPOSES.
Petitioner: Wendy Tuma, Urban Design Kidlay Studios
CITY OF PALM BEACH GARDENS REGULAR COUNCIL MEETING PAGE 3
04-03-14
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
Staff Presentation: None
Public Comment: None
Council Member Levy made a motion for approval of Resolution 22, 2014.
Vice Mayor Jablin seconded.
Motion passed 5-0.
The City Clerk read Resolution 23, 2014 by title.
c. *RESOLUTION 23, 2014 - DOWNTOWN AT THE GARDENS PLANNED
COMMUNITY DEVELOPMENT (PCD) MASTER SIGNAGE PLAN AMENDMENT. A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM BEACH GARDENS,
FLORIDA APPROVING AN AMENDMENT TO THE DOWNTOWN AT THE
GARDENS MASTER SIGNAGE PLAN IN ORDER TO MODIFY THE LOCATION OF
THREE (3) TENANT WALL SIGNS, AS MORE PARTICULARLY DESCRIBED
HEREIN; PROVIDING CONDITIONS OF APPROVAL; PROVIDING AN EFFECTIVE
DATE; AND FOR OTHER PURPOSES.
Petitioner: Donaldson Hearing, Cotleur and Hearing
Staff Presentation: None
Public Comment: None
Council Member Levy made a motion for approval of Resolution 23, 2014.
Council Member Russo seconded.
Motion passed 5-0.
The City Clerk read Resolution 26, 2014 by title.
d. RESOLUTION 26, 2014 - IMPROVEMENTS AND ASSESSMENTS FOR SUNSET
DRIVE AND 40TH TERRACE PROPERTY OWNERS. A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF PALM BEACH GARDENS, FLORIDA APPROVING
CERTAIN INFRASTRUCTURE IMPROVEMENTS FOR PROPERTIES LOCATED ON
SUNSET DRIVE, 40TH TERRACE NORTH, AND BRENNA LANE PURSUANT TO THE
CITY NEIGHBORHOOD IMPROVEMENT ASSESSMENT PROGRAM (NIAP) AND
ADOPTION OF AN ASSOCIATED PRELIMINARY SPECIAL ASSESSMENT;
PROVIDING AN EFFECTIVE DATE; AND FOR OTHER PURPOSES.
Petitioner: None
Staff Presentation: City Engineer, Todd Engle
Public Comment: Harden Gaynes 7388 165th Street, Palm Beach Gardens; Don Castellon 8483
Sunset Drive, Palm Beach Gardens; Kenneth Trauasso 7294 154th Court, Palm Beach Gardens;
Kevin Easton, 8510 40th Terrace N., Palm Beach Gardens; John Erhart 9052 E Highland
Pines Drive, Palm Beach Gardens; Howard Gorman 708 Lighthouse Drive, North Palm Beach
Council Member Levy made a motion for approval of Resolution 26, 2014 for water and road
paving.
Council Member Tinsley seconded.
Motion passed 5-0.
The City Clerk read Ordinance 6, 2014 by title.
ORDINANCE 6, 2014 — ELECTIONS SECTION 26.8 INITIATIVE AND REFERENDUM.
(1ST READING). AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PALM
BEACH GARDENS, FLORIDA AMENDING CHAPTER 26. ELECTIONS. AT SECTION 26-
8. INITIATIVE AND REFERENDUM. BY REPEALING SUBSECTION (G) AND
READOPTING SAME, AS REVISED, IN ACCORDANCE WITH SECTION 163.031,
FLORIDA STATUTES; PROVIDING THAT EACH AND EVERY OTHER SECTION AND
SUB -SECTION OF CHAPTER 26. ELECTIONS. SHALL REMAIN IN FULL FORCE AND
EFFECT AS PREVIOUSLY ADOPTED; PROVIDING A CONFLICTS CLAUSE, A
CITY OF PALM BEACH GARDENS REGULAR COUNCIL MEETING PAGE 4
04-03-14
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
SEVERABILITY CLAUSE, AND AUTHORITY TO CODIFY; PROVIDING AN EFFECTIVE
DATE; AND FOR OTHER PURPOSES.
Petitioner: None
Staff Presentation: None
Public Comment: Iris Sheibl, 1029 Siena Oaks Circle, Palm Beach Gardens.
Council Member Levy made a motion for approval of Ordinance 6, 2014 on 1 st reading.
Council Member Tinsley seconded.
Motion passed 5-0.
XIII. RESOLUTIONS
XIV. ITEMS FOR COUNCIL ACTION/DISCUSSION
a. CHARTER REVIEW COMMITTEE- Council Member Russo discussed the need for a
Charter Review Committee to review the City Charter and recommend changes. Discussion
ensued.
b. APPOINTMENT OF COUNCILMEMBERS TO EXTERNAL BOARDS.
The appointments of the external boards shall remain the same with the exception of Mayor
Premuroso is the appointee of the Palm Beach Workforce Alliance Consortium and Council
Member Levy is the alternate.
c. APPOINTMENT OF COUNCILMEMBERS TO INTERNAL BOARDS.
The appointment of the internal boards shall remain the same.
Vice Mayor Jablin made a motion for approval of appointment of council members to external
and internal boards with Mayor Premuroso as the appointee for the Palm Beach Workforce
Alliance Consortium and Councilmember Levy is the alternate.
Council Member Tinsley seconded.
Motion passed 5-0.
d. Councilmember Levy discussed a case regarding a lawsuit against a Florida municipality
because the developers believed council members gave them a "passive" approval during a
development meeting. Discussion ensued.
e. BROADCAST CITY COUNCIL MEEETING: Councilmember Tinsley discussed
broadcasting option for City Council meetings. Discussion ensued.
f. Council Member Levy made a motion to provide broadcasting of City Council meetings via
Video on Demand.
g. Vice Mayor Jablin seconded.
Motion passed 5-0.
XII. CITY ATTORNEY REPORT
None.
(The remainder of this page intentionally left blank.)
CITY OF PALM BEACH GARDENS REGULAR COUNCIL MEETING
04-03-14
PAGE 5
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
XIII. ADJOURNMENT
Council Member Levy made a motion to adjourn.
Vice Mayor seconded.
Motion passed 5-0.
The meeting adjourned at 10:30 p.m.
The next regularly scheduled City Council meeting will be held May 1, 2014.
APPROVED:
Robert G. Premuroso, Mayor
Eric Jablin, Vice Mayor
Joseph R. Russo, Council Member
Marcie Tinsley, Council Member
David Levy, Council Member
ATTEST:
Patricia Snider, CMC
City Clerk
Note: These minutes are prepared in compliance with 286.011 F.S. and are not verbatim transcripts of the
meeting. A verbatim audio record is available on the City Website or from the Office of the City Clerk.
All referenced attachments are on file in the Office of the City Clerk.
CITY OF PALM BEACH GARDENS REGULAR COUNCIL MEETING
04-03-14
PAGE 6
PURCHASE AWARD TRANSMITTAL
It is the policy of the City of Palm Beach Gardens to consistently purchase goods and services using full and open competition. Solicitations are advertised in a
newspaper of general circulation, and copies are made available through DemandStar, Public Purchase, the City's Purchasing webpage (Vendors List), and the Office of
the City Clerk. Copies of all solicitations, addenda, and award documentation are provided to the Office of the Inspector General. The following summary provides
project information on the procurement action identified below.
SOLICITATION TYPE: Invitation to Bid
TITLE: Transportation Services (Summer Camp)
DATE ADVERTISED: 2/16/2014
WAS SOLICITATION OPENLY COMPETED? Yes
FUNDING ACCOUNT INFORMATION: 104-2040-575-3400
CONTRACT NO.: ITB2014-034RC
DEPARTMENT: Recreation
BIDS/PROPOSALS DUE DATE: 3/21/2014
RESPONSES RECEIVED: One
CONTRACT VALUE: One Hundred Twenty -One Thousand Five
Hundred Dollars ($121,500)
CONTRACT TERM: Five (5) Years OPTIONS TO RENEW: None
VENDOR(S): Coastal Bus & Charter Lines, LLC dba Need -A -Bus
BACKGROUND: This Agreement will replace a current agreement which expires May 31, 2014. The Agreement will allow the City
to contract for transportation services for participants in the City's Summer Camps and other recreational programs. The City may
also use this Agreement for other transportation -related services. The services are being provided on an as -needed basis, and the
prices offered for the five- (5) year term of the Agreement are the same as the current prices being paid by the City for these
services.
COMMENTS: The sole responding bidder to this Invitation to Bid is the incumbent vendor Need -A -Bus. Need -A -Bus was founded
in 2008 and is based in West Palm Beach. The vendor has provided transportation services to the City for several years, and there
have been no reported vendor non-performance issues. The company is familiar with the City's recreational needs and
requirements, and has all the required safety, licensing, and operating certifications.
Department Head
NAME
J. E. Doughney 11
SIGNATURE
DATE
City Attorney
R. Max Lohman
xlll,�O;
Af
Purchasing
Km! Ra
A
Other
LASERFICHE DATA:
Laura Schuppert L - fia A
VJ_Q_�
Effective Date: 5/1/2014
Expiration Date: 4/30/2019
A e d
to Existing: Not Applicable
' ' • ' • •
5/1/2014
1 7
APPROVED ❑ NOT APPROVED
CITY MA14AGE)(ORJESIGNEE
❑ DEFERRED
A Icy
DATE
AIDPP
PALM BEACH GARDENS
'A "Ue ptaoe to five, team, woa* k play"
The City of Palm Beach Gardens
10500 North Military Trail
Palm Beach Gardens, Fl. 33410
AGREEMENT
FOR
TRANSPORTATION SERVICES (SUMMER CAMP)
AGREEMENT NO. ITB2014-034RC
THIS AGREEMENT is made and entered this day of ,
2014 (the "effective date"), by and between the City of Palm Beach Gardens, a Florida
municipal corporation (hereinafter referred to as "City"), whose address is 10500 North
Military Trail, Palm Beach Gardens, Florida 33410, and Coastal Bus & Charter Lines,
LLC dba Need -A -Bus, a Florida corporation (hereinafter referred to as "Contractor'),
whose principal address is 2560 Old Military Trail, West Palm Beach, Florida 33417.
WHEREAS, the City desires to retain the services of the Contractor to provide
transportation services for participants in the City's Summer Camp and other
recreational programs, in accordance with the City's Invitation to Bid No. ITB2014-
034RC and the Contractor's response thereto, which are attached hereto and
incorporated herein as Exhibit "A".
NOW, THEREFORE, in consideration of the mutual covenants and promises
hereafter set forth, the Contractor and the City agree as follows:
ARTICLE 1. INCORPORATION OF INVITATION TO BID
The terms and conditions of this Agreement shall include and incorporate the
terms, conditions, and specifications set forth in the City's Invitation to Bid No. ITB2014-
034RC and the Contractor's response thereto, including all documentation, licenses,
and certifications required thereunder.
ARTICLE 2. DESCRIPTION OF SERVICES
The Contractor shall provide bus transportation services for children's Summer
Camp programs to various sites and locations throughout Palm Beach, Broward, Martin,
Miami -Dade, and St. Lucie Counties, and to participants in other recreational programs,
as requested by the City, on an as -needed basis, as described in the specifications
accompanying the City's Invitation to Bid and all addenda thereto, which are attached
hereto and incorporated herein as Exhibit "A".
Page 11 of 4
City of Palm Beach Gardens
ITB2014-034RC
Transportation Services (Summer Camp)
ARTICLE 3. COMPENSATION
The City shall pay the Contractor based on the prices and rates shown in the
Pricing Schedule, attached hereto and incorporated herein as Exhibit "B", and according
to the terms and specifications of the referenced Invitation to Bid.
In accordance with Section 218.74, Florida Statutes, the time at which payment
shall be due from the City shall be forty-five (45) days from receipt of a proper invoice.
The time at which payment shall be due to small businesses shall be thirty (30) days
from receipt of a proper invoice.
ARTICLE 4. MISCELLANEOUS PROVISIONS
a. Notice Format. All notices or other written communications required,
contemplated, or permitted under this Agreement shall be in writing and shall be hand
delivered, telecommunicated, or mailed by registered or certified mail (postage prepaid),
return receipt requested, to the following addresses:
As to the City: City of Palm Beach Gardens
10500 North Military Trail
Palm Beach Gardens, Florida 33410
Attn: City Manager
Facsimile: (561) 799-4111
With a copy to: City of Palm Beach Gardens
10500 North Military Trail
Palm Beach Gardens, Florida 33410
Attn: City Attorney
Email: bchabre(cD-pbgfl.com
As to the Contractor: Coastal Bus & Charter Lines, LLC
dba Need -A -Bus
2560 Old Military Trail
West Palm Beach, Florida 33417
Attn: Joseph J. DeMastry
Email: need abusinfo(a)-att.net
b. Headings. The headings contained in this Agreement are for convenience
of reference only and shall not limit or otherwise affect in any way the meaning or
interpretation of this Agreement.
Page 12 of 4
City of Palm Beach Gardens
ITB2014-034RC
Transportation Services (Summer Camp)
ARTICLE 5. TERM
The term of this Agreement shall be until April 30, 2019, unless terminated earlier
as provided for in Article 6.
ARTICLE 6. TERMINATION
This Agreement may be terminated by the City, with or without cause, upon
providing written notice to the Contractor. This Agreement may be terminated by the
Contractor upon thirty (30) days' prior written notice to the City. Upon any such
termination, the Contractor waives any claims for damages from such termination,
including, but not limited to, loss of anticipated profits. Unless the Contractor is in
breach of this Agreement, the City shall pay the Contractor for services rendered
through the date of termination in accordance with the terms of this Agreement.
ARTICLE 7. AGREEMENT VALUE
The estimated expenditure under this Agreement is One Hundred Twenty -One
Thousand Five Hundred Dollars ($121,500) for the entire five- (5) year term.
Notwithstanding the estimated expenditure, the City does not guarantee to the
Contractor that this amount will be spent during the term of this Agreement.
(The remainder of this page intentionally left blank)
Page 13 of 4
City of Palm Beach Gardens
ITB2014-034RC
Transportation Services (Summer Camp)
IN WITNESS WHEREOF, the parties have executed this Agreement on the date
hereinabove first written.
ATTEST:
91
Patricia Snider, CMC, City Clerk
APPROVED AS TO FO
LEGAL SUFFICIENCY:
in
`,-City Attorney
By:
Print ame:
CITY OF PALM BEACH GARDENS, FLORIDA
in
Robert G. Premuroso, Mayor
COASTAL BUS & CHARTER LINES, LLC
DBA NEED -A -BUS
G:\attorney_share\AGREEMENTS\Coastal Bus and charter Lines LLC dba Need -A -Bus - ITB2014-034RC Agreement.docx
Page 14 of 4
City of Palm Beach Gardens
ITB2014-034RC
Transportation Services (Summer Camp)
EXHIBIT "A"
ITB# 2014-034RC
due: March 21, 2014
Transportation Services
(Summer Camp)
City of Palm Beach Gardens
Recreation Department J Summer Camp 2012
attn: Catherine Dye
10500 North Military Trail
Palm Beach Gardens, FL 33410
submitted by:
Coastal Bus & Charter Lines, LLC
dba Need -A -Bus
2560 Old Military Trail
West Palm Beach, Florida 33417
www.eee4,*-bvs.com
� � r
S61.692.3110
March 21, 2014
TTB# 2014-034RC
Summer Camp Bus Service
letter of transmittal
Coastal Bus & Charter Lines, LLC (dba Need -A -Bus)
respectfully submits this proposal to provide transportation services for
the City of Palm Beach Gardens' Recreation Department in reference to Summer Camp.
We are a fully licensed, insured and
DOT compliant company offering a variety of transportation options to the Florida market.
Need -A -Bus, it's officers and employees do and will comply
with all local, county, state and national rules, regulations, ordinances and
any and all applicable laws governing the operation of a transportation company
within Florida and the United States.
In addition, Need -A -Bus currently exceeds
all insurance requirements stated in the RFP
Need -A -Bus recognizes the parameters of
daily service described in the RFP.
We also accept the Services
Terms & Conditions as presented.
This proposal and it's contents are designed to meet the speck requirements
of the ITB# 201.4-034RC issued by the City of Palm Beach Gardens
- it is in no way a finalized agreement between Need -A -Bus and the City.
As part of the normal business process, any and all details can be adjusted,
tweaked, clarified and finalized during negotiations.
Thank you for allowing us to submit this proposal.
rJoe DeMastry
President
Need -A -Bus
2560 Old Military Trail, West Palm Beach, FL 33417
needabusinfot;,a?att.net . Fax: 561.478.6352
[We4ecl-
BRITONTOMMU611
Transportation Services (Summer Camp)
the service
Need -A -Bus is prepared to operate clean, well maintained buses 5 days per week
to accommodate the Palm Beach Gardens Summer Camp program.
We have a large fleet of vehicles and can supply the buses and driver's
as requested and required. our daily price is and "average" price taking into
consideration that some trips are longer than others. As the provider of bus service to
the City of Palm Beach Garden's recreation department for the past 4 years,
we understand your needs and would like the opportunity to continue
our relationship with the City.
Qualifications and Experience
Need -A -Bus was established and incorporated in July, 2008.
During this period, we have provided excellent service to clients of all types.
We currently maintain contracts and provide fixed route shuttle service for
three (3) adult communities, have a contracts with 2 local charter schools
for daily transportation and provide summer camp transportation to
7 summer camp programs including yours.
We also operate charter service,
air and seaport transfers, school field trips and excursions to many Florida
locations and cities. Although Need -A -Bus is a relatively new company,
I have been in the transportation business since 2002.
During that time I have run school, transit, shuttle and charter buses
for many organizations, companies, schools and private clients.
In addition to the daily operations, driver supervision and sales, I have had extensive,
hands-on experience in developing, implementing and maintaining routes
for several private schools, an extensive 2 location after school and camp program
as well as fixed local routes for adult communities. In addition, I coordinated a
24 hour/7-day per week employee shuttle for Florida Power & Light.
As an individual, I have created a reputation for fair pricing, excellent service,
24/7-dedication to my clients and the ability to listen, adapt and help clients find
the best way to satisfy their transportation needs.
Meeting and exceeding expectations is part of what I, and we do.
During our 5+ years, we have also established and maintained an excellent credit
and financial rating as a company. We were able to secure start up funding
and equipment loans In one of the toughest economic climates
and continue to grow and succeed.
Need -A Bus - City of Palm Beach Gardens
transportation proposal
page 2
the vehicles
Based on the requirements specified by the ITB we will utilize 2 (two)
full-size school buses for the summer camp program.
All our buses are A/C equipped and seat from 65-84 children.
We also operate 47 & 55 passenger full-size coach buses and
25-36 passenger mini -buses. In the past, we have substituted
2 mini -buses in the place of a full size school bus at the same daily rate.
Our entire fleet is professionally
maintained and are DOT certified and inspected.
In the rare case when equipment does fail, we can guaraantee
a replacement bus to be in place within 60 minutes within the local area.
For trips to St. Lucie, Dade and parts of Broward County,
we can guarantee a replacement withing 90 minutes.
We are prepared to offer the City a credit
(as stated in the Invitation to Bid)
if we can not fulfill our
obligation and to utilize subcontractors,
at our expense and with permission, if an emergency should arise.
Credit will also be given for late arrivals or "missed" spot times.
the cost
The cost - based on 60 trips - for the summer would be:
$405 per day per bus.
This price includes all fuel, driver hours, benefits, associated taxes,
bus costs as well as maintenance, insurance and operations.
This is a fixed rate and is not subject to any increases,
decreases or surcharges and will be honored
within the terms of Summer Camp 2014.
We are also willing to enter into a multiple (up to 5) year contract with
the City at this fixed price allowing for a fuel adjustment clause
that mirrors the "true time" cost of fuel as it fluctuates.
Fuel "baseline" and assessment fees.
Need -A -Bus reserves the right to assess the City of Palm Beach Gardens
a fee of $3 per day per bus if the price of fuel rises above $4.25 per gallon
(based on the fuel rates paid by Need -A -Bus).
A corresponding increase of $3 per day per bus will be assessed for each
additional increases of $0.25 per gallon above $4.25.
Correspondingly, if the price of fuel drops below $3.50 per gallon,
we will issue a credit to Covered Bridge following the same formula
as the assessment for increasing fuel prices.
Any Fuel assessment or credit would apply to years 2 thru 5 of the contract only.
Need -A -Bus - city of Palm Beach Gardens
transportation proposal
page 3
the drivers
Need -A -Bus drivers meet or exceed all DOT requirements, undergo
background checks, and, must meet our insurance providers stringent requirements.
In addition, all drivers are pre-screened for drug and alcohol and are part of a
random drug testing pool which is administered by a third party.
We require all drivers to possess a class B CDL with passenger and air brake endorsements.
the insurance
Need -A -Bus carries more than the required amount of insurance as dictated
by the DOT. Our current liability policy is set at $5,000,000 thru an A- rated carrier.
We can add The City of Palm Beach Gardens as an additional insured
party on the policy if required.
the Need -A -Bus operation
We have already given you some idea as to how we operate as a business.
All Need -A -Bus drivers carry cell phones so we can remain in contact with them as required.
Daily vehicle inspections are conducted by the driver before leaving
on any trip and our vehicles are maintained at the highest possible levels.
We follow all manufacturer's recommended service intervals
and all our buses undergo annual DOT inspection and review.
Our goal is to be professional, safe and accommodating while providing
the highest quality transportation for the best possible value.
parking and storage
It is our understanding that we will be permitted to park a bus at the City facilities
in Palm Beach Gardens of Bums Road - we may or may not excercis this perk.
conflicts of interest
Based on the criteria provided in the RFP, we do not have any conflicts of interest
with Florida Power & Light Company, it's officers or employees.
cancellation policy
There will be no cancellation penalties if the City needs to cancel a bus as long as at least 24 hour
notice is given. Anything within the 24 hour window can be negotiated.
references
Golden Lakes A
Operations Director
1700 Golden Lakes Blvd.
West Palm Beach, FL 33411
561-689-2142
Need -A -Bus - City of Palm Beach Gardens
transportation proposal
page 4
Friends of Gumbo Limbo
Michele Peel
1801 N. Ocean Blvd.
Boca Raton, FL 33432
(561) 213-7887
Learning Path Acedemy
Isis Rosso, Director of Operations
1340 Kenwood Road
West Palm Beach, FL 33401
561-444-9832
our fleet
see attached list
our thanks
We sincerely hope this proposal meets with your approval ... we are excited
about the opportunity to work with the City of Palm Beach Gardens (again)
and realize this could be the continuation of a wonderful business relationship.
Please, do not hesitate to call if you need clarification,
have additional questions or require more information.
Thank you again for your time and consideration.
Joe DeMastry - president
Need --Bus
Coastal Bus & Charter Lines, LLC
dba: Need -A -Bus
2560 Old Military Trail
West Palm Beach, FL 33417
561.841.4100 - 561.313.6631 - cell
561.841.4600 - fax
Need -A -Bus Vehicle Inventory
Unit #
Year/make/size/type
capacity
license plate
mini buses
503
2008 Chevy/Goshen GCII
25
M 132KA
504
2008 Chevy/El Dorado Passposrt
26 - lift
BBAY46
505
2008 Chevy/El Dorado Nat.Trans Elite
36/28 lugg.
031 XTL
506
2013 International/Goshen Sentinel
36/28 lugg
ALRVO1
507
2010 Chevy/Goshen GCII
36/28 lugg
939TLA
coach buses
801
1997 MCI 102DL3
55 lugg.
AVZH67
802
1998 MCI 102DL3ss
55 lugg.
BIEY91
803
1997 MCI 102DL3ss
55 lugg.
941 PG
804
1995 MCI 102D3 w/lift
47 lugg.
716QGP
school
buses
child / adult
301
2006 Blue Bird AAFE
84 / 56
MIK68M
303
2006 Blue Bird AARE
78 / 52
AVQH69
305
2012 Blue Bird Vision
65 / 43
MIK60X
306
1998 Freightliner/Thomas
65 / 43
MIM99P
307
2001 Freightliner/Thomas
65 / 43
MIMOOQ
308
2001 Freightliner/Thomas
71 / 47
CMER04
309
2001 Thomas MVP
72 / 48
CMET38
310
2004Thomas HDX
72 / 48
MIM95P
311
2005 Thomas HDX
72 / 48
MIM96P
Pura BgAcii GARDears
'A trrilgar placa to jhv lnara, "wk d pA*1
The City of Palm Beach Gardens
10500 North Military Trail
Palm Beach Gardens, FL 33410
PURCHASING DEPARTMENT
INVITATION TO BID
ITB NO.: ITB2014-034RC TITLE: TRANSPORTATION SERVICES (SUMMER CAMP)
DUE DATE: FRIDAY, MARCH 21, 2014 TIME: 3:OOPM
INSTRUCTIONS
Sealed bids must be received on or before the due date and time (local time) at the office of the City Clerk,10500
North Military Trail, Palm Beach Gardens, Florida 33410. Normal City business hours are 8:00 a.m. to 5:00 p.m.,
Monday through Friday, except holidays. All bids will be publicly opened at City Hall. Each bid submitted to the
City Clerk shall have the following information clearly marked on the face of the envelope: the bidder's name,
return address, ITB number, due date for bids, and the title of the bid. Included in the envelope shall be one (1)
original and two (2) copies of the bid, and one (1) electronic version on CO. The original should be marked
"ORIGINAL". Each copy must be identical to the original and the file format on the CD should be in Portable
Document Format (pdf).
BROADCAST
The City of Palm Beach Gardens utilizes electronic online services for notification and distribution of its solicitation
documents. The Cit s solicitation information can be obtained from: a Public Purchase - Please contact Public
Purchase at sungort aC3, Pubiircpurchase.comI lwww.publicourchase.coml or call 801-932-7000 for additional
information on registration; b) DemandStar - Please contact DemandStar atjWyM,gjmanndstar.cam or by calling
them at 1-800-711-1712; c) The City's Vendor List - The City emails all advertised solicitations to vendors which
have joined the City's Vendor List. To join the City's Vendor List, please visit the City's Purchasing webpage at
lhttn:/Iwww.obafl.com/contentt72112485/`default.asvx1and click on the "Join Vendor List" link. Bidders who
obtain solicitations from sources other than those named above are cautioned that the Invitation to Bid package
may be incomplete. The City will not evaluate incomplete bid packages. DemandStar and Public Purchase are
independent entities and are not agents or representatives of the City. Communications to these entities do not
constitute communications to the City. The City is not responsible for errors and omissions occurring in the
transmission or downloading of any documents, addenda, plans, or specifications from these websites. In the
event of any discrepancy between information on these websites and the hard copy solicitation documents, the
terms and conditions of the hardcopy documents will prevail.
CONTACT PERSON
Any questions regarding the specifications and solicitation process must be submitted in writing to the Purchasing
Department for the Purchasing and Contracts Director atFXmra0DbRfl.com To allow enough time for the City to
respond, requests for clarification and additional information should be received at least forty-eight (48) hours
before the Due Date for bids.
44.
Name of Bidder
Page I 1
City of Palm Beach Gardens
invitation to Bid No. rr82014-034RC
'transportation services (Summer tamp)
SECTION 2
SPECIAL TERMS AND CONDITIONS
2.1 PURPOSE
The purpose of this solicitation is to establish a contract for the purchase of transportation
0-7 services for various trips and outings during Summer Camp, for the City of Palm Beach Gardens,
Florida.
2.2 CONTRACT MEASURES AND PREFERENCES
Intentionally Omitted
2.3 PRE -BID CONFERENCE
Intentionally Omitted
2.4 TERM OF CONTRACT: FIVE (5) YEARS
The contract shall commence on the date of the duly executed Agreement, and shall remain in
Q effect for five (5) year(s), contingent upon the completion and submittal of all required bid
documents. The contract shall expire on the last day of the last month of the five (5)-year
contract term.
2.5 OPTIONS TO RENEW
Intentionally Omitted
2.6 METHOD OF AWARD: TO LOWEST PRICED BIDDER
0C The City will award this contract to the responsive and responsible bidder who submits the
�"'tj lowest price to perform the services being awarded.
2.7 PRICES
If the bidder is awarded a contract under this solicitation, the price offered by the bidder shall
7 remain fixed and firm during the term of contract, except for any price adjustments that may be
allowed elsewhere in this contract.
2.8 PRICE ADJUSTMENTS
Intentionally Omitted
2.9 EXAMINATION OF CITY FACILITIES OR EQUIPMENT
Intentionally Omitted
2.10 EQUAL PRODUCTS
Intentionally Omitted
2.11 LIQUIDATED DAMAGES
Intentionally Omitted
2.12 INSURANCE
The awarded bidder shall not commence any performance pursuant to the terms of this bid
O until certification or proof of insurance has been received and approved by the City's Risk
Coordinator or designee.
Page 116
City of Palm Beach Gardens
Invitation to Bid No. ITB201"34RC
Transportation services (Summer Camp)
The required insurance coverage is to be issued by an insurance company authorized, licensed
and registered to do business in the State of Florida, with the minimum rating of B+ or better, in
accordance with the latest edition of A.M. Best's Insurance Guide. This insurance shall be
documented in certificates of insurance which provides that the City of Palm Beach Gardens
shall be notified at least thirty (30) days in advance of cancellation, non -renewal, or adverse
change. The receipt of certificates or other documentation of insurance or policies or copies of
policies by the City or by any of its representatives, which indicate less coverage than is
required, does not constitute a waiver of the awarded bidder's obligation to fulfill the insurance
requirements herein. Deductibles must be acceptable to the City of Palm Beach Gardens.
The awarded bidder must submit a current Certificate of Insurance, naming the City of Palm
Beach Gardens as an additional insured and list as such on the insurance certificate. New
certificates of insurance are to be provided to the City upon expiration.
The awarded bidder shall provide insurance coverage as follows:
WORKERS COMPENSATION
Awarded bidder shall carry Workers Compensation Insurance to apply for all employees
in compliance with the "Workers Compensation Law" of the State of Florida and all
applicable Federal laws. The City reserves the right not to accept exemptions to the
Workers Compensation requirements of this solicitation.
ii. COMPREHENSIVE GENERAL LIABILITY
Awarded bidder shall carry Comprehensive General Liability Insurance with minimum
limits of One Million Dollars ($1,000,000.00); and include Products/Completion Liability
of One Million Dollars ($1,000,000). Such certificate shall list the City as additional
insured.
NOTE: If Comprehensive General Liability limits are less than One Million Dollars
($1,000,000.00), the sum of Comprehensive General Liability limits and Excess Liability
limits must equal no less than One Million Dollars ($1,000,000.00).
iii. AUTOMOBILE LIABILITY
Awarded bidder shall carry Comprehensive Automobile Liability Insurance to include
owned, non -owned, and hired, with minimum limits of One Million Dollars
($1,000,000.00) each occurrence.
iv. BODILY INJURY/PROPERTY DAMAGE
Awarded bidder shall maintain minimum limits of $1,000,000 per occurrence combined
single limit for bodily injury liability and property damage liability.
v. UMBRELLA POLICY
Awarded bidder shall maintain an umbrella policy with limits not less than $2,000,000
per occurrence.
2.13 BID BOND/GUARANTY
Intentionally Omitted
Page 1 17
City of Palm Beach Gardens
invitation to Bid No. IT02014-03411C
Transportation Services (Summer Camp)
2.14 PERFORMANCE BOND
Intentionally Omitted
2.15 CERTIFICATIONS
Intentionally Omitted
2.16 METHOD OF PAYMENT: PERIODIC INVOICES FOR COMPLETED TRIPS
The awarded bidder shall submit an invoice to the City department after a trip project or
services has been completed, and has been deemed acceptable by the City. The date of the
invoice shall not exceed thirty (30) calendar days from the performance of the service. Under
no circumstances shall the invoice be submitted to the City in advance of the performance of
the work. The invoice shall contain the following basic information: the awarded bidder's name
and address, invoice number, date of invoice, reference trip or outing, description of the service,
the contract number, purchase order number, and any discounts.
117 DELIVERY REQUIREMENTS
Intentionally Omitted
2.18 WARRANTY REQUIREMENTS
Intentionally Omitted
2.19 ADDITIONAL SERVICES
Although this solicitation and resultant contract identifies specific transportation services during
ea the City's annual Summer Camp, and primarily for the Recreation Division, it is hereby agreed
and understood that any City department or agency may utilize this contract, at the option of
the City, for similar or related services that are not specific to the Summer Camp activities.
The City may determine to obtain price quotes outside the contract for special trips and outings,
and any related services, if the nature of such projects is not considered conducive to the
established pricing structure in the contract, and in the opinion of the City should be priced
separately. in such situations, the City will offer the first opportunity for a negotiated price to
the awarded bidder under this contract.
2.20 CATALOGS AND PRICE LISTS
Intentionally Omitted
2.21 CLEAN UP
Intentionally Omitted
2.22 DEMONSTRATION OF EQUIPMENT
Intentionally Omitted
2.23 HOURLY RATE
Any hourly rate quoted shall be deemed to provide full compensation to the awarded bidder for
>D labor, equipment use, travel time, and any other element of cost or price. This rate is assumed
to be at straight -time for all labor, except as otherwise noted.
Page 118
City of Palm Beach Gardens
Invitation to Bid No. IT62014-034RC
Transportation Services (Summer Camp)
2.24 MOTOR VEHICLE LICENSE REQUIREMENT
In accordance with applicable state law, bidders submitting a bid in conjunction with this
�`E' solicitation must be licensed by the State of Florida to perform the required services as motor
vehicle tour operators. All vehicles to be used to perform services under this contract must be
properly licensed and insured. Bidders shall furnish copies of the required licenses with their bid
submittal. Failure to meet this requirement may result in your bid not being considered for
award.
2.25 PATENTS AND ROYALTIES
Intentionally Omitted
2.26 PRE -CONSTRUCTION CONFERENCE
Intentionally Omitted
2.27 RELEASE OF CLAIM REQUIRED
Intentionally Omitted
2.28 SUB -CHARTERING
No sub -chartering of the services required under this contract shall be allowed, without written
permission of the City. Under certain special circumstances and emergencies, during the
contract term, the City may allow the awarded bidder to sub -charter the services to meet
additional demand, provided the sub -charter's staff and vehicles meet the requirements of this
contract. The awarded bidder shall provide the City with a copy of the sub -charter's certificate
of insurance listing the City of Palm Beach Gardens as additional insured.
2.29 OTHER FORMS OR DOCUMENTS
16- If the City is required by the awarded bidder to complete and execute any other forms or
documents in relation to this solicitation, the terms, conditions, and requirements in this
! solicitation shall take precedence to any and all conflicting or modifying terms, conditions or
requirements of the Bidder's forms or documents.
Page 1 19
city of Palm Beach Gardens
Invitation to Bid No. ITBI014-034RC
Transportation Services (Summer Camp)
SECTION 3
SCOPE OF SERVICES
3A GENERAL REQUIREMENTS
6Y' The bus service shall provide transportation for children's Summer Camp programs to various
sites and locations throughout Palm Beach, Broward, Martin, Miami -Dade, and St. Lucie
counties.
3.2 EQUIPMENT STANDARDS/REQUIREMENTS
a. All buses provided for in this proposal must have passed the most recent Department of
Transportation inspection, with all work performed by a certified mechanic. Vendor
must have documentation of all inspections available upon request by the City of Palm
Beach Gardens. All buses must have two way communications with their base station
operation, first -aid equipment/supplies, as well as with the other buses on site.
The type of buses should be School Bus or Coach Bus types, with air conditioning, and
up to 61-passenger seating capacity. Buses shall be clean and free from any potential
safety hazards.
C. With the City's permission, the bus equipment may be left on City property overnight.
The City waives any responsibility for any damages which may occur while the bus is left
unattended and on City property.
3.3 EQUIPMENT MAINTENANCE
01" The awarded bidder is responsible for any and all material, parts, labor, oil and fuel for the buses
provided under this contract. The awarded bidder must provide on -call maintenance service in
case of mechanical failure during times buses are operating on a trip or preparing to leave for a
trip. Standby drivers and buses must be available and on site as requested by the City within
two hours of notification if there is a mechanical problem with a bus. The City shall not be
charged for a bus not used, due to a mechanical or other problem.
3.4 BACK UP SERVICES
Ion The awarded bidder shall have a written back-up plan in the event a bus breaks down during
transportation. The plan must include the provision that if a field trip is cancelled due to a
mechanical breakdown, or vehicular accident, the City shall not be charged for that trip, if the
awarded bidder is unable to perform a service as scheduled, and the City is forced to utilize
another method or contractor for transportation, the awarded bidder shall be responsible for
paying all charges incurred.
3.5 BUS DRIVERS
o� a. All drivers must have a valid State of Florida driver's license, which permits them to
operate (CDL and/or Chauffer license) the vehicle provided. Prior to leaving the City site
for a trip, the driver must complete and sign a vehicle inspection form indicating that
the driver has determined that the vehicle is in safe operating condition. The driver
shall have good communication skills, be familiar with trip locations, and be responsible
for their own uniforms. Drivers shall be responsible for recording and reporting all
pertinent information to the awarded bidder with regard to payroll, forms, etc. Drivers
Page 120
City of palm Beach Gardens
Invitation to Bid No. FM2014-034RC
Transportation Services (Summer Camp)
shall not be represented in any manner as employees of the City of Palm Beach
Gardens.
b. Drivers must stay on site of field trip throughout the visit by the City until the trip
returns to City site. At no time shall the bus leave the trip site, unless the trip has been
designated by the Camp Director in writing to the driver as a "shuttle service" trip.
3.6 CRIMINAL BACKGROUND CHECK / SCREENING EQUIREMENTS
The awarded bidder shall have all of its agents, licensees, invitees, employees, sub -contractors,
and material/suppliers submit to a criminal background check/screening in such form and
fashion as is acceptable to the City, at the City's sole discretion, prior to any of the awarded
bidder's personnel entering and or commencing services under this contract, regardless of
whether the City has provided the awarded bidder with a purchase order. The awarded bidder
shall be responsible for all costs associated with such screening and back ground checks. The
City reserves the right, but not the obligation, to preclude any of the awarded bidder's staff or
subcontractors from performing services under this contract, as a result of such
screening/criminal back ground check regardless of the results of the screening /background
check.
The awarded bidder recognizes and agrees that the transportation services are sensitive in
nature due to security concerns; this provision is a material inducement of the City entering into
this contract with the awarded bidder. Nothing herein, however, shall confer any liability on the
part of the City as a result of this provision in the contract. Each party who has been screened
shall have identification with a clearance tag before entering City premises to perform any
transportation or related services. Further the awarded bidder shall provide a listing of all
persons authorized to perform services under this contract as evidence of such clearance prior
to entering onto the City's properties.
3.7 SCHEDULING REQUIREMENTS
a. Buses will be scheduled for trips from approximately 9:OOam—4:30pm daily.
b. The City may require either one or two (1 or 2) buses on a daily basis. The City will
notify the awarded bidder in advance of the specific number of buses for each trip.
C. If buses are late arriving to base camp site, City, at its sole discretion, may deduct from
any payment due to the awarded bidder, an hourly rate, for each hour the bus or buses
are late.
3.8 CANCELLATION POLICY
Y, The City shall have the right to cancel any request or reservation at least 24 hours prior to the
~"
_0 ,7 start of the trip. The awarded bidder shall not charge the City for such cancellations.
'�,� Late cancellations shall be charged at the rate established by the awarded bidder in the contract
rates and fees. There shall be no charge for reservations or trips that are re -scheduled for later
date and time that are no further than 48 hours into the future.
Page 121
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
SECTION 4
PRICING SCHEDULE
4.1 PRICES AND RATES
Bidders shall indicate a daily rate, per bus fee, including driver, maintenance and operation, and
all other charges associated with providing the required services as outlined within the Scope of
Services
ESTIMATED
DESCRIPTION
ANNUAL
ITEM
(TYPE OF VEHICLE)
TRIPS
DAILY RATE PER BUS
PRICE
1.
61-Passenger Bus
40
$ _.1
$ � �; Z 0u
2.
Vans or Less Than 61-
20
$
$, 106
Passenger Bus
TOTAL
$�
4.2 LIST VEHICLES AVAILABLE TO PERFORM SERVICES UNDER THIS CONTRACT
ITEM
DESCRIPTION OF VEHICLE (MAKE, MODEL, PASSENGER CAPACITY)
TAG NUMBER
2.
?
3.
4.
6.
7.
8
9.
10.
Page 122
Need -A -Bus Vehicle Inventory
Unit #
Year/make/size/type
capacity
license plate
mini buses
503
2008 Chevy/Goshen GCII
25
M 132KA
504
2008 Chevy/El Dorado Passposrt
26 - lift
BBAY46
505
2008 Chevy/El Dorado Nat.Trans Elite
36/28 lugg.
031XTL
506
2013 International/Goshen Sentinel
36/28 lugg
ALRVO1
507
2010 Chevy/Goshen GCII
36/28 lugg
939TLA
coach buses
801
1997 MCI 102DL3
55 lugg.
AVZH67
802
1998 MCI 102DL3ss
55 lugg.
BIEY91
803
1997 MCI 102DL3ss
55 lugg.
941 PGM
804
1995 MCI 102D3 w/lift
47 lugg.
716QGP
school
buses
child / adult
301
2006 Blue Bird AAFE
84 / 56
MIK68M
303
2006 Blue Bird AARE
78 / 52
AVQH69
305
2012 Blue Bird Vision
65 / 43
MIK60X
306
1998 Freightliner/Thomas
65 / 43
MIM99P
307
2001 Freightliner/Thomas
65 / 43
MIMOOQ
308
2001 Freightliner/Thomas
71 / 47
CMER04
309
2001 Thomas MVP
72148
CMET38
310
2004Thomas HDX
72 / 48
MIM95P
311
2005 Thomas HDX
72 / 48
MIM96P
City of palm Beach Gardens
Invitation to Bid No. m32014434RC
Transportation Services (Summer Camp)
4.3 CONTRACT REPRESENTATIVES/POINTS OF CONTACT
a. Regular Work Homm
Name: R
I -IY 111 hl
Telephone:t�3}�-d.L31
R
E-Mail: t1taZ+t� ne {-
b. After Hours, Weekends, aind Holidays:
Name: _._ at
Telephone: fit- 3t 3- "31
E-Mail: ftt + +, QC44*.nr,*
Page 123
City of Patm Beach Gardens
Invitation to Bid No. rrB2014-034RC
Transportation Services (Summer Camp)
SECTION 5
ACKNOWLEDGEMENT OF ADDENDA
INSTRUCTIONS: COMPLETE PART I OR PART It, WHICHEVER APPLIES
PART 1:
List below the dates of issue for each addendum received in connection with this solicitation:
PART 11:
Addendum #l, Dated
Addendum #2, Dated
Addendum #3, Dated
Addendum #4, Dated
Addendum #S, Dated
Addendum #6, Dated
Addendum #7, Dated
Addendum #8, Dated
Addendum #9, Dated
Addendum #10, Dated
[a'NO ADDENDUM WAS RECEIVED IN CONNECTION WITH THIS SOLICITATION
Firm Name
Signature
*1* —Dep
14ame;n —Five (Print or Type)
la— .
Date
Page 124
CJty of Palm Beach Gardens
Invitation to Bid No. ITB2024-034RC
Transportation Services (Summer Camp)
SECTION 6
BID SUBMITTAL SIGNATURE PAGE
By signing this Bid the Bidder certifies that it satisfies all legal requirements as an entity to do business
with the City, including all Conflict of Interest and Code of Ethics provisions.
Firm Name:
Street Address:
Mailing Address (if different than Street Address):
Telephone Number(s):
Fax Number(s): (A 4L�°
Email Address: rie s: a e.4 --#V �-
Federal Employer Identification Number: - 24_ 1*31 i! f 1
Prompt Payment Terms: AA % days' net days
Signature:
(Signature of authorized agent)
Print Name: 1 j joe
Title #7'
r
By signing this document the bidder agrees to all Terms and Conditions of this Solicitation and the
resulting Contract/Agreement.
THE EXECUTION OF THIS FORM CONSTITUTES THE UNEQUIVOCAL OFFER OF BIDDER TO BE BOUND BY
THE TERMS OF ITS OFFER. FAILURE TO SIGN THIS SOLICITATION WHERE INDICATED ABOVE BY AN
AUTHORIZED REPRESENTATIVE SHALL RENDER THE BID NON -RESPONSIVE. THE CITY MAY, HOWEVER,
IN ITS SOLE DISCRETION, ACCEPT ANY BID THAT INCLUDES AN EXECUTED DOCUMENT WHICH
UNEQUIVOCALLY BINDS THE BIDDER TO THE TERMS OF ITS OFFER.
Page 1 25
city of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
SECTION 7
AFFIDAVITS, PERFORMANCE BOND FORMAT, LETTER OF CREDIT FORMAT
7.1 AFFIDAVITS
The forms listed below must be completed by an official having legal authorization to
contractually bind the company or firm. Each signature represents a binding commitment upon
the bidder to provide the goods and/or services offered to the City if the bidder is determined to
be the lowest responsive and responsible bidder.
a. Conflict of Interest Disclosure Form
b. Notification of Public Entity Crimes Law
C. Drug -Free Work Place
d. Non -Collusion Affidavit
e. Performance Bond (IF REQUIRED, WILL BE REQUESTED FROM BIDDER RECOMMENDED
FOR AWARD)
f. Letter of Credit (IF REQUIRED, WILL BE REQUESTED FROM BIDDER RECOMMENDED FOR
AWARD)
Page 126
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
CONFLICT OF INTEREST DISCLOSURE FORM
The award of this contract is subject to the provisions of Chapter 112, Florido Statutes. All bidders must
disclose within their bids: the name of any officer, director, or agent who is also an employee of the City
of Palm Beach Gardens.
Furthermore, all bidders must disclose the name of any City employee who owns, directly, or indirectly,
an interest of more than five percent (5%) in the bidder's firm or any of its branches.
The purpose of this disclosure form is to give the City the information needed to identify potential
conflicts of interest for evaluation team members and other key personnel involved in the award of this
contract.
The term "conflict of interest" refers to situations in which financial or other personal considerations
may adversely affect, or have the appearance of adversely affecting, an employee's professional
judgment in exercising any City duty or responsibility in administration, management, instruction,
research, or other professional activities.
Please check one of the following statements and attach additional documentation if necessary:
To the best of our knowledge, the undersigned firm has no potential conflict of interest
due to any other Cities, Counties, contracts, or property interest for this bid.
The undersigned firm, by attachment to this form, submits information which may be a
potential conflict of interest due to other Cities, Counties, contracts, or property interest
for this bid.
Acknowledged by:
Firm Name
Signature
Name and Title (Print or Type)
Page 127
City of Palm Beach Gardens
invitation to Bid No. 1`1'62014-034RC
Transportation Services (Summer Camp)
NOTIFICATION OF PUBLIC ENTITY CRIMES LAW
Pursuant to Section 287.133, Florida Statutes, you are hereby notified that a person or affiliate who has
been placed on the convicted contractors list following a conviction for a public entity crime may not
submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a
contract with a public entity for the construction or repair of a public building or public work, may not
submit bids on leases or real property to a public entity, may not be awarded or perform work as a
contractor, supplier, sub -vendor, or consultant under a contract with any public entity, and may not
transact business with any public entity in excess of the threshold amount provided in Section 287.017
[F.S.] for Category Two [$35,000.00] for a period of thirty-six (36) months from the date of being placed
on the convicted contractors list.
Acknowledged by:
^A�
Firm Name
Signature
Name and Title (Print or Type)
Date
Page 128
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation services (summer Camp)
DRUG -FREE WORKPLACE
lveJ, A, 94J5 is a drug -free workplace and has
(Company Name)
a substance abuse policy in accordance with and pursuant to Section 440.102, Florida Statutes.
Acknowledged by:
i)e%l — A—P-xj=a
Firm Name
Signature
itle-
Name and Title (Print or Type)
Fate .
Page 129
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation services (Sumrner CarnP)
NON -COLLUSION AFFIDAVIT
STATE OF
COUNTY OF
Before me, the undersigned authority, personally appeared who,
after being by me first duly sworn, deposes and says of his/her personal knowledge that:
a. He/She is % tk of t�J'' ft the bidder
that has submitted a bid to perform work for the following:
ITB No.: ZDi� - t1 u�t. Title 'if (ar +wt :�e"5 6do-.►e.4 54.0
b. He/She is fully informed respecting the preparation and contents of the attached Request for
Bids, and of all pertinent circumstances respecting such solicitation.
Such bid is genuine and is not a collusive or sham bid.
C. Neither the said bidder nor any of its officers, partners, owners, agents, representatives,
employees, or parties in interest, including this affiant, has in any way colluded, conspired,
connived, or agreed, directly or indirectly, with any other bidder, firm, or person to submit a
collusive or sham bid in connection with the solicitation and contract for which the attached bid
has been submitted or to refrain from proposing in connection with such solicitation and
contract, or has in any manner, directly or indirectly, sought by agreement or collusion or
communication or conference with any other bidder, firm, or person to fix the price or prices in
the attached bid or any other bidder, or to fix any overhead, profit, or cost element of the bid
price or the bid price of any other bidder, or to secure through any collusion, conspiracy,
connivance, or unlawful agreement any advantage against the City or any person interested in
the proposed contract.
d. The price or prices quoted In the attached bid are fair and proper and are not tainted by any
collusion, conspiracy, connivance, or unlawful agreement on the part of the bidder or any of its
agents, representatives, owners, employees, or parties in interest, including this affiant.
Signature
Subscribed and sworn to (or affirmed) before me this W day of 2013, by
who is personally known to me or o has produced
AL I�4401 11141-0 as identification.
SEAL Notary Signature
Notary Name: M4ar Nc6ke_ i'le; 6 S'
Notlry Public state of Ficift Notary Public (State): f l o r� d A
Moor Moshe Weiss My Commission. No: f 911 v6�t
a,► Maftnkloion o ;s os,oa Expires on: 7 l ,% 1019
Page 130
City of Palm Beach Gardens
ITB2014-034RC
Transportation Services (Summer Camp)
EXHIBIT "B"
PRICING SCHEDULE
r
ITEM
DESCRIPTION
ESTIMATED
ANNUAL TRIPS
DAILY RATE
PER BUS
AMOUNT
1.
61-Passenger Bus
40
$405
$16,200
2.
Vans, or Less Than 61-Passenger Bus
20
$405
$8,100
._
TOTAL:
$24,300
3.
Regular and After -Hours Contact:
Joe DeMastry
(561) 313-6631
needabusinfoCaD_att.net
NOTE: The City is exempt from paying sales and excise taxes. A tax-exempt certificate will be provided upon request.
4101�
PALK BEACH GARDENS
AuniW ptaee Pa five 1e0% WV?*A play"
City of Palm Beach Gardens
10500 North Military Trail
Palm Beach Gardens, FL 33410
PUBLIC NOTICE - RECOMMENDATION TO AWARD
DATE: March 26, 2014
SOLICITATION NO.: ITB2014-034RC
TITLE: Transportation Services (Summer Camp)
Notice is hereby given that the City of Palm Beach Gardens has completed its evaluation of
offers/proposals received for the above -mentioned solicitation. The City Manager or designee has
recommended award of the contract to the following bidder/proposer:
NAME OF VENDOR: Coastal Bus & Charter Lines, LLC dba Need -A -Bus
ESTIMATED CONTRACT
VALUE: One Hundred and Twenty One Thousand, Five Hundred Dollars ($121,500)
CONTRACT TERM: Five (5) Years
Per:
koo,l R,4, CPPO, CPPB, C.P.M., CAP -OM
Purchasing and Contracts Director
c: Patty Snider, CMC
City Clerk
City of Palm Beach Gardens, Florida
Rid Tahuintinn
ITB No.- ITB2014-034RC n9wr
Bid Title: Transportation Services (Summer Camp)
Bid Opening Date: Friday, March 21, 2014 @ 3:00 P.M. F A L M BEACH GARDENS
A uniqueplace to Um learn, want & pl4v"
Prepared by:
Vendor Name
COASTAL BUS & CHARTER/NEED-A-BUS
Vendor FEIN
Corporation Address (State):
Are Submittal Forms Complete?
Conviction Disclosure (Yes/No)
Incumbent Vendor (Yes/No)
Addenda Acknowledged (Yes/No):
Vendor Contact (for this bid)
Vendor Contact Phone Number
Vendor Contact Fax Number
26-3031911
2560 Old Military Trl, WPB, Fi 33417
Yes
No
Yes
No
Joe DeMastry
(561) 841-4100
(561) 841-4600
Vendor Contact Email
needabusinfo@att.net
Item
No.
Description
Estimated
Annual Trips
Daily Rate Per
Bus
Price
Estimated
Annual Trips
Daily Rate Per
Bus
Price
Estimated
Annual Trips
Daily Rate Per
Bus
Price
1
61-Passenger Bus
40
$405.00
$16,200.00
40
0
2
Vans, or Less Than 61-Passenger Bus
20
$405.00
$8,100.00
20
TOTAL:
$24,300.00
3
List of Vehicles provided? Adequate?
Yes/Yes
4
Contact Information (Regular)
Name:
Joe DeMastry
Email:
needabusinfo@att.net
Telephone No.:
(561) 313-6631
5
Contact Information (After Hours)
Name:
Same as above
Email:
Telephone No.:
6
Federal Motor Carrier Safety Rating?
Not provided
WnTF- This hid tahulatinn is an indication of Writes only and not a determination of the responsive. responsible bidders.
1 The sole bidder did not acknowledge Addendum 1 or provide information on its FMC safety rating.
41.*
PALM BEACH GARDENS
`A unique place to 8m kft war Aplay"
City of Palm Beach Gardens
10500 North Military Trail
Palm Beach Gardens, FL 33410
PUBLIC NOTICE - RECOMMENDATION TO AWARD
DATE: March 26, 2014
SOLICITATION NO.: ITB2014-034RC
TITLE: Transportation Services (Summer Camp)
Notice is hereby given that the City of Palm Beach Gardens has completed its evaluation of
offers/proposals received for the above -mentioned solicitation. The City Manager or designee has
recommended award of the contract to the following bidder/proposer:
NAME OF VENDOR: Coastal Bus & Charter Lines, LLC dba Need -A -Bus
ESTIMATED CONTRACT
VALUE: One Hundred and Twenty One Thousand, Five Hundred Dollars ($121,500)
CONTRACT TERM: Five (5) Years
Per:
K#.1 RA, CPPO, CPPB, C.P.M., CAP -OM
Purchasing and Contracts Director
c: Patty Snider, CMC
City Clerk
City of Palm Beach Gardens, Florida
Bid Tabulation
ITB No.: ITB2014-034RC
Bid Title: Transportation Services (Summer Camp) —
Bid Opening Date: Friday, March 21, 2014 @ 3:00 P.M. PALM B E A c m GARDENS
'A unique*ve to live. learn, work & p1w "
Prepared by: ►C,nj PA
Vendor Name
COASTAL BUS & CHARTER/NEED-A-BUS
Vendor FEIN
Corporation Address (State):
Are Submittal Forms Complete?
Conviction Disclosure (Yes/No)
Incumbent Vendor (Yes/No)
Addenda Acknowledged (Yes/No):
Vendor Contact (for this bid)
Vendor Contact Phone Number
Vendor Contact Fax Number
Vendor Contact Email
26-3031911
2560Old MilitaryTri, WPB, FI 33417
Yes
No
Yes
No
Joe DeMastry
(561) 841-4100
(561) 841-4600
needabusinfo@att.net
Item
No.
Description
Estimated
Annual Trips
Daily Rate Per
Bus
Price
Estimated
Annual Trips
Daily Rate Per
Bus
Price
Estimated
Annual Trips
Bus
Price
1
61-Passenger Bus
40
$405.00
$16,200.00
40
40
2
Vans, or Less Than 61-Passenger Bus
20
$405.00 $8,100.00
20
20
TOTAL:,
$24,300.00
3
List of Vehicles provided? Adequate?
Yes/Yes
4
Contact Information (Regular)
Name:
Joe DeMastry
Email:
needabusinfo@att.net
Telephone No.:
(561) 313-6631
5
1contact Information (After Hours)
Name:
Same as above
Email:
Telephone No.:
6
Federal Motor Carrier Safety Rating?
Not provided
NOTE: This bid tabulation is an indication of prices oniv and not a determination of the responsive, responsible bidders.
1 The sole bidder did not acknowledge Addendum 1 or provide information on its FMC safety rating.
PALM BEACH GARDENS
'A unique place to live, team, xwk & play -
CITY OF PALM BEACH GARDENS
PURCHASING DEPARTMENT
SOLICITATION ADDENDUM
Addendum No.1
DATE: March 17, 2014
TO: All Potential Bidders
SOLICITATION NO.: ITB2014-034RC
TITLE: Transportation Services (Summer Camp)
OPENING DATE: March 21, 2014
This Addendum is and does become a part of the above -mentioned Invitation to Bid.
The following questions were received from a potential bidder, and the answers are provided as shown:
Question 1: In the past, we had the privilege of working with this summer camp and they went to
Orlando for the day on Fridays. In the Scope of Services Section 3.1, it states Palm
Beach, Broward, Martin, Miami -Dade and St. Lucie Counties only. Are there any trips
planned for other counties, specifically Orange and Osceola counties?
Answer 1: No trips are planned outside of the counties listed in the Invitation to Bid.
Question 2: Under Section 4, Pricing Schedule, you have pricing schedule as "DAILY RATE". If you are
only going to the surrounding counties, and your days will be less than 15 hours, would
it not save the City money to also include an hourly rate with a minimum of hours
listed?
For example, a motorcoach company daily rate is based on a pickup at 5 am, going to
Orlando for the day, and returning by midnight. Section 3.7 SCHEDULING RQUIREMENTS
Section a. Buses will be scheduled for trips from approximately 9:00-4:30 PM daily.
In order to be competitive, can the day rate be explained further in Section 4 (how many
hours approx) or include an hourly rate in the pricing schedule? The hourly rate is
referred to in Section 2.23 of Special Terms and Conditions.
Answer 2: 9:30am to 4:30pm is our longest day; although 9:30am to 4:00pm is more typical.
Sometimes the duration of a trip could be as short as a 5-hour day, but that is not the
norm.
Question 3: Section 2.24 makes reference to "Bidders shall furnish copies of the required licenses
with their bid submittal". Commercial Motor Vehicles are governed by the Federal
Motor Carrier Safety Administration (FMCSA). They are issued authority to operate
Intra-State ($1 million insurance, only allowed to operate in Florida) and Inter -State ($5
Million insurance, can operate in 48 states). It would be to the benefit of the City and for
the safety of the campers, to include in this bid, that bidders submit a copy of their
latest Safety Rating from the FMCSA's website, OR their DOT #, so the City can search
this site for each bidder's Safety Rating.
Answer 3: The following requirement is added to the Invitation to Bid:
3.9 SAFETYRATING
Bidders shall submit a copy of their latest Safety Rating from the Federal Motor
Carrier Safety Administration, or their DOT number to allow the City to search
the federal site for the bidder's safety rating. Failure to comply with this
requirement may result in rejection of the bidder's offer.
Question 4: This contract is for 5 years. Will there not be a provision to increase the rate accordingly,
if price of Fuel goes over X amount? A sample of this provision can be sent to the City
from other similar contracts.
Answer 4: Due to the extreme volatility that sometimes affects the fuel commodity market, it is not
in the City's interest to include a mandatoryfuel price adjustment clause in the contract.
However, should the contractor be unable to maintain its prices, due to unforeseen
extreme economic changes, under the force majeure provisions of the contract the City
will sit down with the contractor to negotiate a resolution.
Question 5: Under the Florida Freedom of Information Act, can you provide the current price for the
contract this ITB is replacing?
Answer 5: Please see below:
ESTIMATED TRIPS
DAILY BUS RATE
TOTAL
CONTRACTOR
60 trips
$405.00
$24,300
Need -A -Bus, LLC
All other terms, covenants and conditions of the subject solicitation and any addenda issued thereto shall apply,
except to the extent herein amended.
K ,! RA, C.P.M., CPPO, CPPB, CAP -OM
Purchasing and Contracts Director
441-PO
PALM BEACH GARDENS
+! wugw place to live; lean, won* & play"
The City of Palm Beach Gardens
10500 North Military Trail
Palm Beach Gardens, FL 33410
PURCHASING DEPARTMENT
INVITATION TO BID
ITB NO.: ITB2014-034RC TITLE: TRANSPORTATION SERVICES (SUMMER CAMP)
DUE DATE: FRIDAY, MARCH 21, 2014 TIME: 3:OOPM
INSTRUCTIONS
Sealed bids must be received on or before the due date and time (local time) at the office of the City Clerk, 10500
North Military Trail, Palm Beach Gardens, Florida 33410. Normal City business hours are 8:00 a.m. to 5:00 p.m.,
Monday through Friday, except holidays. All bids will be publicly opened at City Hall. Each bid submitted to the
City Clerk shall have the following information clearly marked on the face of the envelope: the bidder's name,
return address, ITB number, due date for bids, and the title of the bid. Included in the envelope shall be one (1)
original and two (2) copies of the bid, and one (1) electronic version on CD. The original should be marked
"ORIGINAL". Each copy must be identical to the original and the file format on the CD should be in Portable
Document Format (pdf).
BROADCAST
The City of Palm Beach Gardens utilizes electronic online services for notification and distribution of its solicitation
documents. The City's solicitation information can be obtained from: a) Public Purchase - Please contact Public
Purchase at support@publimurchase.com: www.r)ublicourchase.com: or call 801-932-7000 for additional
information on registration; b) DemandStar - Please contact DemandStar at www.demandstar.com or by calling
them at 1-800-711-1712; c) The City's Vendor List The City emails all advertised solicitations to vendors which
have joined the City's Vendor List. To join the City's Vendor List, please visit the City's Purchasing webpage at
http://www.pbgfl.com/content/72/12485/default.aspx and click on the "Join Vendor List" link. Bidders who
obtain solicitations from sources other than those named above are cautioned that the Invitation to Bid package
may be incomplete. The City will not evaluate incomplete bid packages. DemandStar and Public Purchase are
independent entities and are not agents or representatives of the City. Communications to these entities do not
constitute communications to the City. The City is not responsible for errors and omissions occurring in the
transmission or downloading of any documents, addenda, plans, or specifications from these websites. In the
event of any discrepancy between information on these websites and the hard copy solicitation documents, the
terms and conditions of the hardcopy documents will prevail.
CONTACT PERSON
Any questions regarding the specifications and solicitation process must be submitted in writing to the Purchasing
Department for the Purchasing and Contracts Director at kmra@pbgfl.com. To allow enough time for the City to
respond, requests for clarification and additional information should be received at least forty-eight (48) hours
before the Due Date for bids.
Name of Bidder
Page 11
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
p
PALM BEACH GARDENS
A unique place to live, learn, work & play"
The City of Palm Beach Gardens
10500 North Military Trail
Palm Beach Gardens, FL 33410
LEGAL ADVERTISEMENT
INVITATION TO BID NO. ITB2014-034RC
TRANSPORTATION SERVICES (SUMMER CAMP)
The City of Palm Beach Gardens is seeking bids from qualified firms to provide transportation services
for various trips and outings during Summer Camp, in accordance with the terms, conditions, and
specifications contained in this Invitation to Bid.
Invitation to Bid documents are available beginning Tuesday, February 18, at 8:00 a.m. local time on
the City of Palm Beach Gardens website at http://www.pbgfi.com and following the link to the
Purchasing webpage, or by contacting the City Clerk's Office at (561) 799-4121.
Sealed bids must be clearly marked "ITB2014-034RC, Transportation Services (Summer Camp)" and
delivered to the Office of the City Clerk at 10500 North Military Trail, Palm Beach Gardens, Florida
33410. The deadline for submission of bids is Friday, March 21, 2014, at 3:00 p.m. local time. At that
time, the bids will be publicly opened and read aloud at City Hall, 10500 North Military Trail, Palm
Beach Gardens, Florida 33410.
Late bids will not be accepted and will be returned to the sender unopened.
It is the responsibility of the bidder to ensure all pages are included in the submission. All bidders are
advised to closely examine the solicitation package. Any questions regarding the completeness or
substance of the solicitation package or the goods or services must be submitted in writing via email
or fax to Kml Ra, Purchasing and Contracts Director, kmra@pbgfl.com or (561) 799-4134.
The City of Palm Beach Gardens is exempt from Federal and State Taxes for tangible personal property
tax.
The City of Palm Beach Gardens reserves the right to accept or reject any or all bid submittals, in
whole or in part, with or without cause, to waive any irregularities and/or technicalities, and to award
the contract on such coverage and terms it deems will best serve the interests of the City.
CITY OF PALM BEACH GARDENS
Patricia Snider, CMC, City Clerk
Publish: Palm Beach Post
Sunday, February 16, 2014
Page 12
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
TABLE OF CONTENTS
SECTION
PAGE
1.
General Terms and Conditions
4
2.
Special Terms and Conditions
16
3.
Technical Specifications, Statement of Work, or Scope of Services
20
4.
Pricing Schedule
22
5.
Acknowledgement of Addenda
24
6.
Signature Page
25
7.
Affidavits, Performance Bond Format, Letter of Credit Format
26
8.
Draft Form of Agreement
35
9.
Exhibits (if applicable)
38
Page 13
SECTION 1
GENERAL TERMS AND CONDITIONS
1.1 DEFINITIONS
a. Bid: any offer(s) submitted in response to an
Invitation to Bid.
b. Bidder: person or firm submitting a Bid in
response to an Invitation to Bid.
c. Bid Solicitation or Invitation to Bid: this
solicitation documentation, including any and all
addenda.
d. Bid Submittal Form: describes the goods or
services to be purchased, and must be completed
and submitted with the Bid.
e. City: shall refer to the City of Palm Beach
Gardens, Florida.
f. Contract or Agreement: the Invitation to
Bid, all addenda issued thereto, all affidavits, the
signed agreement, and all related documents
which comprise the totality of the contract or
agreement between the City and the Bidder.
g. Contractor: successful Bidder or Bidder who
is awarded a contract to provide goods or
services to the City.
h. Invitation to Bid: formal request for bids
from qualified Bidders.
i. Purchasing Department: the Purchasing
Department of the City of Palm Beach Gardens,
Florida.
j. Responsible Bidder: a Bidder which has the
capability in all respects to perform in full the
contract requirements, as stated in the Invitation
to Bid, and the integrity and reliability that will
assure good -faith performance.
k. Responsive Bidder: a Bidder whose bid
conforms in all material respects to the terms and
conditions included in the Invitation to Bid.
Page 14
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
1.2 CONE OF SILENCE
Pursuant to Section 2-355 of Palm Beach County
Ordinance No. 2011-039, and the purchasing
policies of the City of Palm Beach Gardens, all
solicitations, once advertised and until the
appropriate authority has approved an award
recommendation, are under the "Cone of
Silence". This limits and requires documentation
of communications between potential bidders
and/or bidders on City solicitations, the City's
professional staff, and the City Council members.
1.3 ADDENDUM
The Purchasing Department may issue an
addendum in response to any inquiry received,
prior to the close of the solicitation period, which
changes, adds, or clarifies the terms, provisions,
or requirements of the solicitation. The Bidder
should not rely on any representation, statement,
or explanation, whether written or verbal, other
than those made in the solicitation document or
in the addenda issued. Where there appears to
be a conflict between the solicitation and any
addenda, the last addendum issued shall prevail.
It is the vendor's responsibility to ensure receipt
of all addenda, and any accompanying
documentation. The vendor is required to submit
with its bid or bid a signed "Acknowledgment of
Addenda" form, when any addenda have been
issued.
1.4 LEGAL REQUIREMENTS
This solicitation is subject to all legal
requirements contained in the applicable City
Ordinances and Resolutions, as well as all
applicable City, State, and Federal Statutes.
Where conflict exists between this Bid
Solicitation and these legal requirements, the
authority shall prevail in the following order:
Federal, State, and local.
1.5 CHANGE OF BID
Prior to the scheduled Bid opening a Bidder may
change its Bid by submitting a new Bid (as
indicated on the cover page) with a letter on the
firm's letterhead, signed by an authorized agent
stating that the new submittal replaces the
original submittal. The new submittal shall
contain the letter and all information as required
for submitting the original Bid. No changes to a
Bid will be accepted after the Bid has been
opened.
1.6 WITHDRAWAL OF BID
A Bid shall be irrevocable unless the Bid is
withdrawn as provided herein. Only a written
letter received by the Purchasing Department
prior to the Bid opening date may withdraw a bid.
A bid may also be withdrawn ninety (90) days
after the Bid has been opened and prior to
award, by submitting a letter to the Purchasing
and Contracts Director. The withdrawal letter
must be on company letterhead and signed by an
authorized agent of the Bidder.
1.7 CONFLICTS WITHIN THE BID SOLICITATION
Where there appears to be a conflict between
the General Terms and Conditions, Special
Conditions, the Technical Specifications, the Bid
Submittal Form, or any addendum issued, the
order of precedence shall be: the last addendum
issued, the Bid Submittal Form, the Technical
Specifications, the Special Conditions, and then
the General Terms and Conditions.
1.8 PROMPT PAYMENT TERMS
It is the policy of the City of Palm Beach Gardens
that payment for all purchases by City
departments shall be made in a timely manner.
The City will pay the awarded Bidder upon receipt
and acceptance of the goods or services by a duly
authorized representative of the City. In
accordance with Section 218,74, Florida Statutes,
the time at which payment shall be due from the
City shall be forty-five (45) days from receipt of a
proper invoice. The time at which payment shall
be due to small businesses shall be thirty (30)
days from receipt of a proper invoice.
Proceedings to resolve disputes for payment of
obligations shall be concluded by final written
decision of the City Manager or designee, not
Page 1 5
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
later than sixty (60) days after the date on which
the proper invoice was received by the City.
1.9 DISCOUNTS (PROMPT PAYMENTS)
The Bidder may offer cash discounts for prompt
payments; however, such discounts will not be
considered in determining the lowest price during
bid evaluation. Bidders are requested to provide
prompt payment terms in the space provided on
the Bid submittal signature page of the
solicitation.
1.10 PREPARATION OF BIDS
a. The Bid forms define requirements of items
to be purchased, and must be completed and
submitted with the Bid. Use of any other
forms will result in the rejection of the
Bidder's offer. The Bid submittal forms must
be legible. Bidders shall use typewriter,
computer, or ink. All changes must be
crossed out and initialed in ink. Failure to
comply with these requirements may cause
the Bid to be rejected.
b. An authorized agent of the Bidder's firm must
sign the Bid submittal form. Failure to sign
the Signature Page of the Bid shall render
the Bid non -responsive.
c. The Bidder may be considered non-
responsive if bids are conditioned upon
modifications, changes, or revisions to the
terms and conditions of this solicitation.
d. The Bidder may submit alternate Bid(s) for
the same solicitation provided that such offer
is allowable under the terms and conditions.
The alternate Bid must meet or exceed the
minimum requirements and be submitted as
a separate Bid submittal marked "Alternate
Bid".
e. When there is a discrepancy between the
unit prices and any extended prices, the unit
prices will prevail.
1.11 CANCELLATION OF BID SOLICITATION
The City of Palm Beach Gardens reserves the right
to cancel, in whole or in part, any Invitation to Bid
when it is in the best interest of the City.
1.12 AWARD OF CONTRACT
a. The contract may be awarded to the
responsive and responsible Bidder meeting
all requirements as set forth in the
solicitation. The City reserves the right to
reject any and all Bids, to waive irregularities
or technicalities, and to re -advertise for all or
any part of this Bid Solicitation as deemed in
its best interest. The City shall be the sole
judge of its best interest.
Page 16
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
documents as stipulated in the Bid
Solicitation.
I. The City reserves the right to request and
evaluate additional information from any
bidder after the submission deadline as the
City deems necessary.
1.13 CONTRACT EXTENSION
The City reserves the right to automatically
extend any agreement for a maximum period not
to exceed ninety (90) calendar days in order to
provide City departments with continual service
and supplies while a new agreement is being
solicited, evaluated, and/or awarded.
b. The City reserves the right to reject any and 1.14
all Bids if it is determined that prices are
excessive, best offers are determined to be
unreasonable, or it is otherwise determined
to be in the City's best interest to do so.
c. The City reserves the right to negotiate prices
with the responsive and responsible low
bidder, provided that the scope of work of
this solicitation remains the same.
d. The Bidder's performance as a prime 1.15
contractor or subcontractor on previous City
contracts shall be taken into account in
evaluating the Bid received for this Bid
Solicitation.
e. The City will provide a copy of the Bid
Tabulation to all Bidders responding to this
solicitation.
f. The Bid Solicitation, any addenda and/or
properly executed modifications, the signed 1.16
Agreement, the purchase order, and any
change order(s) shall constitute the contract.
g. The Purchasing and Contracts Director will
decide all tie Bids.
h. Award of this Bid may be predicated on
compliance with and submittal of all required
WARRANTY
All warranties express and implied shall be made
available to the City for goods and services
covered by this Bid Solicitation. All goods
furnished shall be fully guaranteed by the
awarded Bidder against factory defects and
workmanship. At no expense to the City, the
awarded Bidder shall correct any and all apparent
and latent defects that may occur within the
manufacturer's standard warranty.
ESTIMATED QUANTITIES
Estimated quantities or dollars are for Bidder's
guidance only: (a) estimates are based on the
City's anticipated needs and/or usage; and (b) the
City may use these estimates to determine the
low Bidder. No guarantee is expressed or implied
as to quantities or dollars that will be used during
the contract period. The City is not obligated to
place any order for the given amount subsequent
to the award of this Bid Solicitation.
NON -EXCLUSIVITY
It is the intent of the City to enter into an
agreement with the awarded Bidder that will
satisfy its needs as described herein. However,
the City reserves the right as deemed in its best
interest to perform, or cause to be performed,
the work and services, or any portion thereof,
herein described in any manner it sees fit,
including but not limited to, award of other
contracts, use of any contractor, or perform the
work with its own employees.
1.17 CONTINUATION OF WORK
Any work that commences prior to and will
extend beyond the expiration date of the current
contract period shall, unless terminated by
mutual written agreement between the City and
the successful Bidder, continue until completion
at the same prices, terms, and conditions.
1.18 BID PROTEST
A recommendation for contract award or
rejection of award may be protested by a Bidder.
The Bidder may file a written protest with the
City Clerk's office. The bidder shall file its written
protest with the City Clerk, Monday through
Friday, between the hours of 8:00 a.m. and 5:00
p.m., excluding legal holidays. Protests shall
contain the name, address, and phone number of
the petitioner, name of the petitioner's
representative (if any), and the title and bid
number of the solicitation. The protest shall
specifically describe the subject matter, facts
giving rise to the protest, and the action
requested from the City.
The written protest must be received no later
than seventy-two (72) consecutive hours
(excluding Saturdays, Sundays, and legal holidays)
after the time of award posting. Failure to file a
timely formal written protest within the time
period specified shall constitute a waiver by the
bidder of all rights of protest.
In the event of a timely protest, the City will not
proceed further with award of the contract and
agreement until all administrative remedies are
exhausted, or until the City Manager determines
the award of the contract is immediately
necessary to protect the public health, welfare,
or safety.
1.19 LAWS AND REGULATIONS
The awarded Bidder shall comply with all laws
and regulations applicable to provide the goods
or services specified in this Bid Solicitation. The
Bidder shall be familiar with all federal, state, and
Page 17
City of Palm Beach Gardens
Invitation to Bid No. IT82014-034RC
Transportation Services (Summer Camp)
local laws that may affect the goods and/or
services offered.
1.20 LICENSES, PERMITS AND FEES
The awarded bidder(s) shall hold all licenses
and/or certifications, obtain and pay for all
permits and/or inspections, and comply with all
laws, ordinances, regulations, and building code
requirements applicable to the work required
herein. Damages, penalties, and/or fines
imposed on the City or an awarded bidder for
failure to obtain and maintain required licenses,
certifications, permits, and/or inspections shall
be borne by the awarded bidder.
1.21 SUBCONTRACTING
Unless otherwise specified in this Bid Solicitation,
the successful Bidder shall not subcontract any
portion of the work without the prior written
consent of the City. The ability to subcontract
may be further limited by the Special Conditions.
Subcontracting without the prior consent of the
City may result in termination of the contract for
default.
1.22 ASSIGNMENT
The awarded Bidder shall not assign, transfer,
hypothecate, or otherwise dispose of this
contract, including any rights, title, or interest
therein, or its power to execute such contract to
any person, company, or corporation without the
prior written consent of the City. Assignment
without the prior consent of the City may result
in termination of the contract for default.
1.23 SHIPPING TERMS
Unless otherwise specified in the Bid Solicitation,
prices quoted shall be F.O.B. Destination. Freight
shall be included in the proposed price.
1.24 RESPONSIBILITIES AS EMPLOYER
The employee(s) of the awarded Bidder shall be
considered to be at all times its employee(s), and
not an employee(s) or agent(s) of the City or any
of its departments. The awarded Bidder shall
provide physically competent employee(s)
capable of performing the work as required. The
City may require the awarded Bidder to remove
any employee it deems unacceptable. All
employees of the awarded Bidder shall wear
proper identification.
It is the awarded Bidder's responsibility to ensure
that all its employees and subcontractors comply
with the employment regulations required by the
US Department of Homeland Security. The City
shall have no responsibility to check or verify the
legal immigration status of any employee of the
awarded Bidder.
1.25 INDEMNIFICATION
The awarded Bidder shall indemnify and hold
harmless the City and its officers, employees,
agents, and instrumentalities from any and all
liability, losses or damages, including attorney's
fees and costs of defense, which the City or its
officers, employees, agents, or instrumentalities
may incur as a result of claims, demands, suits,
causes of actions, or proceedings of any kind or
nature arising out of, relating to, or resulting
from the performance of the agreement by the
awarded Bidder or its employees, agents,
servants, partners, principals, or subcontractors.
The awarded Bidder shall pay all claims and
losses in connection therewith, and shall
investigate and defend all claims, suits, or actions
of any kind or nature in the name of the City,
where applicable, including appellate
proceedings, and shall pay all costs, judgments,
and attorney's fees which may be incurred
thereon. The awarded Bidder expressly
understands and agrees that any insurance
protection required by this contract agreement
or otherwise provided by the awarded Bidder
shall in no way limit the responsibility to
indemnify, keep and save harmless, and defend
the City or its officers, employees, agents, and
instrumentalities as herein provided.
1.26 COLLUSION
A Bidder recommended for award as the result of
a competitive solicitation for any City purchases
of supplies, materials, and services (including
professional services, other than professional
architectural, engineering, and other services
subject to Sec. 287.055 Florida Stats.), purchase,
Page 18
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer camp)
lease, permit, concession, or management
agreement shall, within five (5) business days of
the filing of such recommendation, submit an
affidavit under the penalty of perjury, on a form
provided by the City, stating either that the
contractor is not related to any of the other
parties bidding in the competitive solicitation or
identifying all related parties, as defined in this
Section, which bid in the solicitation; and
attesting that the contractor's bid is genuine and
not a sham or collusive or made in the interest or
on behalf of any person not therein named, and
that the contractor has not, directly or indirectly,
induced or solicited any other bidder to put in a
sham bid, or any other person, firm, or
corporation to refrain from proposing, and that
the bidder has not in any manner sought by
collusion to secure to the bidder an advantage
over any other bidder. In the event a
recommended Bidder identifies related parties in
the competitive solicitation its bid shall be
presumed to be collusive and the recommended
Bidder shall be ineligible for award unless that
presumption is rebutted to the satisfaction of the
City. Any person or entity that fails to submit the
required affidavit shall be ineligible for contract
award.
1.27 MODIFICATION OF CONTRACT
The contract may be modified by mutual consent,
in writing, through the issuance of a modification
to the contract, a supplemental agreement,
purchase order, or change order, as appropriate.
1.28 TERMINATION FOR CONVENIENCE
The City, at its sole discretion, reserves the right
to terminate any contract entered into pursuant
to this Invitation to Bid (ITB) without cause upon
thirty (30) days' written notice. Upon receipt of
such notice, the awarded bidder shall not incur
any additional costs under the contract. The City
shall be liable only for reasonable costs incurred
by the awarded bidder prior to the date of the
notice of termination. The City shall be the sole
judge of "reasonable costs."
1.29 TERMINATION FOR DEFAULT
The City reserves the right to terminate this
contract, in part or in whole, or place the vendor
on probation in the event the awarded bidder
fails to perform in accordance with the terms and
conditions stated herein. The City further
reserves the right to suspend or debar the
awarded bidder in accordance with the
appropriate City ordinances, resolutions, and/or
policies. The vendor will be notified by letter of
the City's intent to terminate. In the event of
termination for default, the City may procure the
required goods and/or services from any source
and use any method deemed in its best interest.
All re -procurement costs shall be borne by the
incumbent bidder.
1.30 FRAUD AND MISREPRESENTATION
Any individual, corporation, or other entity that
attempts to meet its contractual obligations with
the City through fraud, misrepresentation, or
material misstatement, may be debarred for up
to five (5) years. The City, as a further sanction,
may terminate or cancel any other contracts with
such individual, corporation, or entity. Such
individual or entity shall be responsible for all
direct or indirect costs associated with
termination or cancellation, including attorney's
fees.
1.31 ACCESS AND AUDIT OF RECORDS
The City reserves the right to require the
awarded Bidder to submit to an audit by an
auditor of the City's choosing at the awarded
Bidder's expense. The awarded Bidder shall
provide access to all of its records, which relate
directly or indirectly to this Agreement, at its
place of business during regular business hours.
The awarded Bidder shall retain all records
pertaining to this Agreement, and upon request,
make them available to the City for three (3)
years following expiration of the Agreement. The
awarded Bidder agrees to provide such assistance
as may be necessary to facilitate the review or
audit by the City to ensure compliance with
applicable accounting and financial standards.
Page 19
city of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
1.32 OFFICE OF THE INSPECTOR GENERAL
Palm Beach County has established the Office of
the Inspector General, which is authorized and
empowered to review past, present, and
proposed County programs, contracts,
transactions, accounts and records. The
Inspector General (IG) has the power to
subpoena witnesses, administer oaths, require
the production of records, and monitor existing
projects and programs. The Inspector General
may, on a random basis, perform audits on all
City contracts.
1.33 PRE -AWARD INSPECTION
The City may conduct a pre -award inspection of
the bidder's site or hold a pre -award qualification
hearing to determine if the bidder is capable of
performing the requirements of this bid
solicitation.
1.34 PROPRIETARY AND/OR CONFIDENTIAL
INFORMATION
Bidders are hereby notified that all information
submitted as part of, or in support of Bid
submittals will be available for public inspection
after the opening of bids in compliance with
Chapter 119 of the Florida Statutes, popularly
known as the "Public Record Law." The Bidder
shall not submit any information in response to
this solicitation which the Bidder considers to be
a trade secret, proprietary, or confidential. The
submission of any information to the City in
connection with this solicitation shall be deemed
conclusively to be a waiver of any trade secret or
other protection which would otherwise be
available to the Bidder. In the event that the
Bidder submits information to the City in
violation of this restriction, either inadvertently
or intentionally, and clearly identifies that
information in the bid as protected or
confidential, the City may, in its sole discretion,
either (a) communicate with the Bidder in writing
in an effort to obtain the Bidder's withdrawal of
the confidentiality restriction, or (b) endeavor to
redact and return that information to the Bidder
as quickly as possible, and if appropriate,
evaluate the balance of the bid. The redaction or
return of information pursuant to this clause may
render a bid non -responsive.
1.35 HEALTH INSURANCE PORTABILITY AND
ACCOUNTABILITY ACT (HIPAA)
Any person or entity that performs or assists the
City of Palm Beach Gardens with a function or
activity involving the use or disclosure of
"individually identifiable health information (IIHI)
and/or Protected Health Information (PHI) shall
comply with the Health Insurance Portability and
Accountability Act (HIPAA) of 1996. HIPAA
mandates for privacy, security, and electronic
transfer standards include, but are not limited to:
a. Use of information only for performing
services required by the contract or as
required by law;
b. Use of appropriate safeguards to prevent
non -permitted disclosures;
C. Reporting to the City of Palm Beach Gardens
any non -permitted use or disclosure;
d. Assurances that any agents and
subcontractors agree to the same restrictions
and conditions that apply to the Bidder and
reasonable assurances that IIHI/PHI will be
held confidential;
e. Making Protected Health Information (PHI)
available to the customer;
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
records and/or electronic transfer of data). The
Bidder must give its customers written notice of
its privacy information practices, including
specifically, a description of the types of uses and
disclosures that would be made with protected
health information.
1.36 ADDITIONAL FEES AND SURCHARGES
Unless provided for in the contract/agreement,
the City will not make any additional payments
such as fuel surcharges, demurrage fees, or
delay -in -delivery charges.
1.37 COMPLIANCE WITH FEDERAL STANDARDS
All items to be purchased under this contract
shall be in accordance with all governmental
standards, to include, but not be limited to, those
issued by the Occupational Safety and Health
Administration (OSHA), the National Institute of
Occupational Safety Hazards (NIOSH), and the
National Fire Protection Association (NFPA).
1.38 COMPLIANCE WITH FEDERAL REGULATIONS DUE
TO USE OF FEDERAL FUNDING
If the goods or services to be acquired under this
solicitation are to be purchased, in part or in
whole, with Federal funding, it is hereby agreed
and understood that Section 60-250.4, Section
60-250.5, and Section 60-741.4 of Title 41 of the
United States Code, which addresses Affirmative
Action requirements for disabled workers, is
incorporated into this solicitation and resultant
contract by reference.
f. Making PHI available to the customer for 1.39
review and amendment, and incorporating
any amendments requested by the customer;
g. Making PHI available to the City of Palm
Beach Gardens for an accounting of
disclosures; and
1.40
h. Making internal practices, books, and records
related to PHI available to the City of Palm
Beach Gardens for compliance audits.
PHI shall maintain its protected status regardless
of the form and method of transmission (paper
Page 110
BINDING EFFECT
All of the terms and provisions of this
contract/agreement, whether so expressed or
not, shall be binding upon, inure to the benefit of,
and be enforceable by the parties and their
respective legal representatives, successors, and
permitted assigns.
SEVERABIL►TY
If any part of this contract is contrary to,
prohibited by, or deemed invalid under
applicable law or regulation, such provision shall
be inapplicable and deemed omitted to the
extent so contrary, prohibited, or invalid, but the
remainder hereof shall not be invalidated thereby
and shall be given full force and effect so far as
possible.
1.41 GOVERNING LAW AND VENUE
This contract and all transactions contemplated
by this agreement shall be governed by and
construed and enforced in accordance with the
laws of the State of Florida without regard to any
contrary conflicts of law principle. Venue of all
proceedings in connection herewith shall lie
exclusively in Palm Beach County, Florida, and
each party hereby waives whatever its respective
rights may have been in the selection of venue.
1.42 ATTORNEY'S FEES
It is hereby understood and agreed that in the
event any lawsuit in the judicial system, federal
or state, is brought to enforce compliance with
this contract or interpret same, or if any
administrative proceeding is brought for the
same purposes, each party shall pay their own
attorney's fees and costs, including appellate fees
and costs.
1.43 EQUAL OPPORTUNITY AND ANTI-
DISCRIMINATION
The City of Palm Beach Gardens complies with all
laws prohibiting discrimination on the basis of
age, race, gender, religion, creed, political
affiliation, sexual orientation, physical or mental
disability, color or national origin, and therefore
is committed to assuring equal opportunity in the
award of contracts and encourages small, local,
minority, and female -owned businesses to
participate.
During the performance of this contract, the
awarded bidder agrees it will not discriminate or
permit discrimination in its hiring practices or in
its performance of the contract. The awarded
bidder shall strictly adhere to the equal
employment opportunity requirements and any
applicable requirements established by the State
of Florida, Palm Beach County and the federal
government.
The awarded bidder further acknowledges and
agrees to provide the City with all information
Page 1 11
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
and documentation that may be requested by the
City from time to time regarding the solicitation,
selection, treatment and payment of
subcontractors, suppliers, and vendors in
connection with this Contract.
1.44 AVAILABILITY OF CONTRACT TO OTHER CITY
DEPARTMENTS
It is agreed and understood that any City
department or agency may access this contract
and purchase the goods or services awarded
herein. Each City department will issue a
separate purchase order to the awarded Bidder
for the department's specific purchases.
1.45 CRIMINAL HISTORY BACKGROUND CHECKS
Prior to hiring a contract employee or
contracting with a bidder, the City may
conduct a comprehensive criminal
background check by accessing any Federal,
State, or local law enforcement database
available. The contract employee or bidder
will be required to sign an authorization for
the City to access criminal background
information. The costs for the background
checks shall be borne by the City.
1.46 LABOR, MATERIALS, AND EQUIPMENT
Unless specified elsewhere in the Solicitation or
resultant contract, all labor, materials, and
equipment required for the performance of the
requirements of the Contract shall be supplied by
the awarded Bidder.
1.47 MINIMUM WAGE REQUIREMENTS
The awarded Bidder shall comply with all
minimum wage and living wage requirements,
such as Living Wage requirements, minimum
wages based on Federal Law, minimum wages
based on the Davis -Bacon Act, and the provisions
of any other wages laws, as may be applicable to
this Contract.
1.48 PACKING SLIP AND DELIVERY TICKET
A packing slip and/or delivery ticket shall
accompany all items during delivery to the City.
The documents shall include information on the
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
contract number or purchase order, any back any loss or damages incurred by any person or
order items, and the number or quantity of items entity as a result of the City's treatment of
being delivered. records as public records.
1.49 PURCHASE OF OTHER ITEMS
The City reserves the right to purchase other
related goods or services, not listed in the
solicitation, during the contract term. When such
requirements are identified, the City may request
price quote(s) from the awarded Bidder(s) on the
contract. The City, at its sole discretion, will
determine if the prices offered are reasonable,
and may choose to purchase the goods or
services from the awarded Bidder, another
contract vendor, or a non -contract vendor.
1.50 PUBLIC RECORDS
Florida law provides that municipal records shall
at all times be available to the public for
inspection. Chapter 119, Florida Statutes, the
Public Records Law, requires that all material
submitted in connection with a bid response shall
be deemed to be public record subject to public
inspection upon award, recommendation for
award, or thirty (30) days after bid opening,
whichever occurs first. Certain exemptions to
public disclosure are statutorily provided for in
Section 119.07, Florida Statutes. if the Bidder
believes any of the information contained in
his/her/its bid is considered confidential and/or
proprietary, inclusive of trade secrets as defined
in Section 812.081, Florida Statutes, and is
exempt from the Public Records Law, then the
Bidder, must in its response, specifically identify
the material which is deemed to be exempt and
state the legal authority for the exemption. All
materials that qualify for exemption from
Chapter 119, Florida Statutes or other applicable
law must be submitted in a separate envelope,
clearly identified as "EXEMPT FROM PUBLIC
DISCLOSURE" with the firm's name and the bid
number clearly marked on the outside. The City
will not accept bids when the entire bid is labeled
as exempt from disclosure. The City's
determination of whether an exemption applies
shall be final, and the Bidder agrees to defend,
indemnify, and hold harmless the City and the
City's officers, employees, and agents, against
Page 112
The awarded bidder(s) shall keep and maintain
public records and fully comply with the
requirements set forth at Section 119.071,
Florida Statues; failure to do so shall constitute a
material breach of any and all agreements
awarded pursuant to this solicitation.
1.51 CONFLICTS OF INTEREST
All Bidders must disclose with their bid the name
of any officer, director, or agent who is also an
employee of the City of Palm Beach Gardens.
Further, all Bidders must disclose the name of
any City employee who has any interest, financial
or otherwise, direct or indirect, of five percent
(5%) or more in the Bidders' firm or any of its
branches. Failure to disclose any such affiliation
will result in disqualification of the Bidder from
this Invitation to Bid and may be grounds for
further disqualification from participating in any
future bids or bids with the City.
1.52 PUBLIC ENTITY CRIMES
As provided in Section 287.133(2) (a), Florida
Statutes, a person or affiliate who has been
placed on the convicted vendors list following a
conviction for a public entity crime may not
submit a Bid on a contract to provide any goods
or services to a public entity; may not submit a
Bid on a contract with a public entity for the
construction or repair of a public building or
public work; may not submit Bids on leases of
real property to a public entity; may not be
awarded or perform work as a contractor,
supplier, subcontractor, or consultant under a
contract with any public entity.
1.53 OTHER GOVERNMENTAL AGENCIES
If a bidder is awarded a contract as a result of this
ITB, the bidder shall allow other governmental
agencies to access this contract and purchase the
goods and services under the terms and
conditions at the prices awarded, as applicable.
1.54 COMPLETION OF WORK AND DELIVERY
All work shall be performed and all deliveries
made in accordance with good commercial
practice. The work schedule and completion
dates shall be adhered to by the awarded
bidder(s), except in such cases where the
completion date will be delayed due to acts of
nature, force majeure, strikes, or other causes
beyond the control of the awarded bidder. In
these cases, the awarded bidder shall notify the
City of the delays in advance of the original
completion so that a revised delivery schedule
can be appropriately considered by the City.
1.55 FAILURE TO DELIVER OR COMPLETE WORK
Should the awarded bidder(s) fail to deliver or
complete the work within the time stated in the
contract, it is hereby agreed and understood that
the City reserves the authority to cancel the
contract with the awarded bidder and secure the
services of another vendor to purchase the items
or complete the work. If the City exercises this
authority, the City shall be responsible for
reimbursing the awarded bidder for work that
was completed, and items delivered and
accepted by the City in accordance with the
contract specifications. The City may, at its
option, demand payment from the awarded
bidder, through an invoice or credit memo, for
any additional costs over and beyond the original
contract price which were incurred by the City as
a result of having to secure the services of
another vendor.
1.56 CORRECTING DEFECTS
The awarded bidder shall be responsible for
promptly correcting any deficiency, at no cost to
the City, within three (3) calendar days after the
City notifies the awarded bidder of such
deficiency in writing. if the awarded bidder fails
to correct the defect, the City may (a) place the
awarded bidder in default of its contract; and/or
(b) procure the products or services from another
source and charge the awarded bidder for any
additional costs that are incurred by the City for
this work or items, either through a credit
memorandum or through invoicing.
Page 113
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer camp)
1.57 ACCIDENT PREVENTION AND BARRICADES
Precautions shall be exercised at all times for the
protection of persons and property. All awarded
bidders performing services or delivering goods
under this contract shall conform to all relevant
OSHA, State, and County regulations during the
course of such effort. Any fines levied by the
above -mentioned authorities for failure to
comply with these requirements shall be borne
solely by the awarded bidder. Barricades shall be
provided by the awarded bidder when work is
performed in areas traversed by persons, or
when deemed necessary by the City.
1.58 OMISSIONS IN SPECIFICATIONS
The specifications and/or statement of work
contained within this solicitation describe the
various functions and classes of work required as
necessary for the completion of the project. Any
omissions of inherent technical functions or
classes of work within the specifications and/or
statement of work shall not relieve the bidder
from furnishing, installing, or performing such
work where required to the satisfactory
completion of the project.
1.59 MATERIALS SHALL BE NEW AND WARRANTED
AGAINST DEFECTS
The awarded bidder hereby acknowledges and
agrees that all materials, except where recycled
content is specifically requested, supplied by the
awarded bidder in conjunction with this
solicitation and resultant contract shall be new,
warranted for their merchantability, and fit for a
particular purpose. In the event any of the
materials supplied to the City by the awarded
bidder are found to be defective or do not
conform to specifications, (1) the materials may
be returned to the awarded bidder at the
bidder's expense and the contract cancelled; or
(2) the City may require the awarded bidder to
replace the materials at the bidder's expense.
1.60 TOXIC SUBSTANCES/FEDERAL "RIGHT TO KNOW"
REGULATIONS
The Federal "Right to Know" Regulation
implemented by the Occupational Safety and
Health Administration (OSHA) requires employers
to inform their employees of any toxic substances
to which they may be exposed in the workplace,
and to provide training in safe handling practices
and emergency procedures. It also requires
notification to local fire departments of the
location and characteristics of all toxic substances
regularly present in the workplace.
Accordingly, the awarded bidder(s) performing
under this contract are required to provide two
(2) complete sets of Material Safety Data Sheets
to each City department utilizing the any
awarded products that are subject to these
regulations. This information should be provided
at the time when the initial delivery is made, on a
department -by -department basis.
1.61 TAXES
The City of Palm Beach Gardens is exempt from
Federal and State taxes for tangible personal
property.
1.62 BIDDER'S COSTS
The City shall not be liable for any costs incurred
by Bidders in responding to this Invitation to Bid.
1.63 SUBSTITUTION OF PERSONNEL
It is the intention of the City that the awarded
Bidder's personnel proposed for the contract
shall be available for the initial contract term. In
the event the awarded Bidder wishes to
substitute personnel, the awarded Bidder shall
propose personnel of equal or higher
qualifications, and all replacement personnel are
subject to the City's approval. In the event the
substitute personnel are not satisfactory to the
City, and the matter cannot be resolved to the
satisfaction of the City, the City reserves the right
to cancel the contract for cause.
1.64 FORCE MAJEURE
The City and the awarded Bidder are excused
from the performance of their respective
obligations under the contract when and to the
extent that their performance is delayed or
prevented by any circumstances beyond their
control, including fire, flood, explosion, strikes or
Page 114
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
other labor disputes, natural disasters, public
emergency, war, riot, civil commotion, malicious
damage, act or omission of any governmental
authority, delay or failure or shortage of any type
of transportation, equipment, or service from a
public utility needed for their performance
provided that:
a. The non -performing party gives the other
party prompt written notice describing the
particulars of the force majeure, including,
but not limited to, the nature of the
occurrence and its expected duration, and
continues to furnish timely reports with
respect thereto during the period of the force
majeure.
b. The excuse of performance is of no greater
scope and of no longer duration than is
required by the force majeure.
c. No obligations of either party that arose
before the force majeure causing the excuse
of performance are excused as a result of the
force majeure.
d. The non -performing party uses its best
efforts to remedy its inability to perform.
Notwithstanding the above, performance shall
not be excused under this section for a period in
excess of two (2) months, provided that in
extenuating circumstances, the City may excuse
performance for a longer term. Economic
hardship of the awarded Bidder shall not
constitute a force majeure. The term of the
contract shall be extended by a period equal to
that during which either party's performance is
suspended under this section.
1.65 NOTICES
Notices shall be effective when received at the
addresses specified in the contract/agreement.
Changes in respective addresses to which such
notices are to be directed may be made from
time to time by either party by written notice to
the other party. Facsimile and email
transmissions are acceptable notice effective
City of Palm Beach Gardens
Invitation to Bid No. IT82014-034RC
Transportation Services (Summer Camp)
when received; however, facsimile and email 1.67 FISCAL FUNDING OUT
transmissions received after 5:00 p.m. or on The City's obligation pursuant to any contract or
weekends or holidays will be deemed received on agreement entered into in accordance with this
the next business day. The original of the notice Solicitation is specifically contingent upon the
must also be mailed to the receiving party. lawful appropriation of funds. Failure to lawfully
appropriate funds for any contract or agreement
Nothing contained in this section shall be awarded shall result in automatic termination of
construed to restrict the transmission of routine the contract or agreement.
communications between representatives of the
successful Proposer and the City of Palm Beach
Gardens.
1.66 POOL CONTRACTS
During the term of contracts and agreements
that are executed as vendor pools, awarding
vendors in prequalified pools of vendors, either
as a general pool or by categories, sub -categories,
or groups, the City reserves the right to add new
vendors to these contracts for goods or services
not awarded for the original solicitation or as part
of the general pool category, sub -category or
group. To be eligible to be added to these pool
contracts, a vendor must meet the same
eligibility requirements established in the original
Invitation to Bid.
Page 115
City of Palm Beach Gardens
Invitation to Bid No. 1TB2014-034RC
Transportation Services (Summer Camp)
SECTION 2
SPECIAL TERMS AND CONDITIONS
2.1 PURPOSE
The purpose of this solicitation is to establish a contract for the purchase of transportation
services for various trips and outings during Summer Camp, for the City of Palm Beach Gardens,
Florida.
2.2 CONTRACT MEASURES AND PREFERENCES
Intentionally Omitted
2.3 PRE -BID CONFERENCE
Intentionally Omitted
2.4 TERM OF CONTRACT: FIVE (5) YEARS
The contract shall commence on the date of the duly executed Agreement, and shall remain in
effect for five (5) year(s), contingent upon the completion and submittal of all required bid
documents. The contract shall expire on the last day of the last month of the five (5)-year
contract term.
2.5 OPTIONS TO RENEW
Intentionally Omitted
2.6 METHOD OF AWARD: TO LOWEST PRICED BIDDER
The City will award this contract to the responsive and responsible bidder who submits the
lowest price to perform the services being awarded.
2.7 PRICES
If the bidder is awarded a contract under this solicitation, the price offered by the bidder shall
remain fixed and firm during the term of contract, except for any price adjustments that may be
allowed elsewhere in this contract.
2.8 PRICE ADJUSTMENTS
Intentionally Omitted
2.9 EXAMINATION OF CITY FACILITIES OR EQUIPMENT
Intentionally Omitted
2.10 EQUAL PRODUCTS
Intentionally Omitted
2.11 LIQUIDATED DAMAGES
Intentionally Omitted
2.12 INSURANCE
The awarded bidder shall not commence any performance pursuant to the terms of this bid
until certification or proof of insurance has been received and approved by the City's Risk
Coordinator or designee.
Page 116
city of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
The required insurance coverage is to be issued by an insurance company authorized, licensed
and registered to do business in the State of Florida, with the minimum rating of B+ or better, in
accordance with the latest edition of A.M. Bests Insurance Guide. This insurance shall be
documented in certificates of insurance which provides that the City of Palm Beach Gardens
shall be notified at least thirty (30) days in advance of cancellation, non -renewal, or adverse
change. The receipt of certificates or other documentation of insurance or policies or copies of
policies by the City or by any of its representatives, which indicate less coverage than is
required, does not constitute a waiver of the awarded bidder's obligation to fulfill the insurance
requirements herein. Deductibles must be acceptable to the City of Palm Beach Gardens.
The awarded bidder must submit a current Certificate of Insurance, naming the City of Palm
Beach Gardens as an additional insured and list as such on the insurance certificate. New
certificates of insurance are to be provided to the City upon expiration.
The awarded bidder shall provide insurance coverage as follows:
WORKERS COMPENSATION
Awarded bidder shall carry Workers Compensation Insurance to apply for all employees
in compliance with the "Workers Compensation Law" of the State of Florida and all
applicable Federal laws. The City reserves the right not to accept exemptions to the
Workers Compensation requirements of this solicitation.
ii. COMPREHENSIVE GENERAL LIABILITY
Awarded bidder shall carry Comprehensive General Liability Insurance with minimum
limits of One Million Dollars ($1,000,000.00); and include Products/Completion Liability
of One Million Dollars ($1,000,000). Such certificate shall list the City as additional
insured.
NOTE: If Comprehensive General Liability limits are less than One Million Dollars
($1,000,000.00), the sum of Comprehensive General Liability limits and Excess Liability
limits must equal no less than One Million Dollars ($1,000,000.00).
iii. AUTOMOBILE LIABILITY
Awarded bidder shall carry Comprehensive Automobile Liability Insurance to include
owned, non -owned, and hired, with minimum Limits of One Million Dollars
($1,000,000.00) each occurrence.
iv. BODILY INJURY/PROPERTY DAMAGE
Awarded bidder shall maintain minimum limits of $1,000,000 per occurrence combined
single limit for bodily injury liability and property damage liability.
V. UMBRELLA POLICY
Awarded bidder shall maintain an umbrella policy with limits not less than $2,000,000
per occurrence.
2.13 BID BOND/GUARANTY
Intentionally Omitted
Page 117
City of Palm Beach Gardens
Invitation to Bid No. IT82014-034RC
Transportation Services (Summer Camp)
2.14 PERFORMANCE BOND
Intentionally Omitted
2.15 CERTIFICATIONS
Intentionally Omitted
2.16 METHOD OF PAYMENT: PERIODIC INVOICES FOR COMPLETED TRIPS
The awarded bidder shall submit an invoice to the City department after a trip project or
services has been completed, and has been deemed acceptable by the City. The date of the
invoice shall not exceed thirty (30) calendar days from the performance of the service. Under
no circumstances shall the invoice be submitted to the City in advance of the performance of
the work. The invoice shall contain the following basic information: the awarded bidder's name
and address, invoice number, date of invoice, reference trip or outing, description of the service,
the contract number, purchase order number, and any discounts.
2.17 DELIVERY REQUIREMENTS
Intentionally Omitted
2.18 WARRANTY REQUIREMENTS
Intentionally Omitted
2.19 ADDITIONAL SERVICES
Although this solicitation and resultant contract identifies specific transportation services during
the City's annual Summer Camp, and primarily for the Recreation Division, it is hereby agreed
and understood that any City department or agency may utilize this contract, at the option of
the City, for similar or related services that are not specific to the Summer Camp activities.
The City may determine to obtain price quotes outside the contract for special trips and outings,
and any related services, if the nature of such projects is not considered conducive to the
established pricing structure in the contract, and in the opinion of the City should be priced
separately. In such situations, the City will offer the first opportunity for a negotiated price to
the awarded bidder under this contract.
2.20 CATALOGS AND PRICE LISTS
Intentionally Omitted
2.21 CLEAN UP
Intentionally Omitted
2.22 DEMONSTRATION OF EQUIPMENT
Intentionally Omitted
2.23 HOURLY RATE
Any hourly rate quoted shall be deemed to provide full compensation to the awarded bidder for
labor, equipment use, travel time, and any other element of cost or price. This rate is assumed
to be at straight -time for all labor, except as otherwise noted.
Page 118
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
2.24 MOTOR VEHICLE LICENSE REQUIREMENT
In accordance with applicable state law, bidders submitting a bid in conjunction with this
solicitation must be licensed by the State of Florida to perform the required services as motor
vehicle tour operators. All vehicles to be used to perform services under this contract must be
properly licensed and insured. Bidders shall furnish copies of the required licenses with their bid
submittal. Failure to meet this requirement may result in your bid not being considered for
award.
2.25 PATENTS AND ROYALTIES
Intentionally Omitted
2.26 PRE -CONSTRUCTION CONFERENCE
Intentionally Omitted
2.27 RELEASE OF CLAIM REQUIRED
Intentionally Omitted
2.28 SUB -CHARTERING
No sub -chartering of the services required under this contract shall be allowed, without written
permission of the City. Under certain special circumstances and emergencies, during the
contract term, the City may allow the awarded bidder to sub -charter the services to meet
additional demand, provided the sub -charter's staff and vehicles meet the requirements of this
contract. The awarded bidder shall provide the City with a copy of the sub -charter's certificate
of insurance listing the City of Palm Beach Gardens as additional insurqd.
2.29 OTHER FORMS OR DOCUMENTS
If the City is required by the awarded bidder to complete and execute any other forms or
documents in relation to this solicitation, the terms, conditions, and requirements in this
solicitation shall take precedence to any and all conflicting or modifying terms, conditions or
requirements of the Bidder's forms or documents.
Page 1 19
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
SECTION 3
SCOPE OF SERVICES
3.1 GENERAL REQUIREMENTS
The bus service shall provide transportation for children's Summer Camp programs to various
sites and locations throughout Palm Beach, Broward, Martin, Miami -Dade, and St. Lucie
counties.
3.2 EQUIPMENT STANDARDS/REQUIREMENTS
a. All buses provided for in this proposal must have passed the most recent Department of
Transportation inspection, with all work performed by a certified mechanic. Vendor
must have documentation of all inspections available upon request by the City of Palm
Beach Gardens. All buses must have two way communications with their base station
operation, first -aid equipment/supplies, as well as with the other buses on site.
b. The type of buses should be School Bus or Coach Bus types, with air conditioning, and
up to 61-passenger seating capacity. Buses shall be clean and free from any potential
safety hazards.
C. With the City's permission, the bus equipment may be left on City property overnight.
The City waives any responsibility for any damages which may occur while the bus is left
unattended and on City property.
3.3 EQUIPMENT MAINTENANCE
The awarded bidder is responsible for any and all material, parts, labor, oil and fuel for the buses
provided under this contract. The awarded bidder must provide on -call maintenance service in
case of mechanical failure during times buses are operating on a trip or preparing to leave for a
trip. Standby drivers and buses must be available and on site as requested by the City within
two hours of notification if there is a mechanical problem with a bus. The City shall not be
charged for a bus not used, due to a mechanical or other problem.
3.4 BACK UP SERVICES
The awarded bidder shall have a written back-up plan in the event a bus breaks down during
transportation. The plan must include the provision that if a field trip is cancelled due to a
mechanical breakdown, or vehicular accident, the City shall not be charged for that trip. If the
awarded bidder is unable to perform a service as scheduled, and the City is forced to utilize
another method or contractor for transportation, the awarded bidder shall be responsible for
paying all charges incurred.
3.5 BUS DRIVERS
All drivers must have a valid State of Florida driver's license, which permits them to
operate (CDL and/or Chauffer license) the vehicle provided. Prior to leaving the City site
for a trip, the driver must complete and sign a vehicle inspection form indicating that
the driver has determined that the vehicle is in safe operating condition. The driver
shall have good communication skills, be familiar with trip locations, and be responsible
for their own uniforms. Drivers shall be responsible for recording and reporting all
pertinent information to the awarded bidder with regard to payroll, forms, etc. Drivers
Page 120
City of Palm Beach Gardens
Invitation to Bid No. IT82014-034RC
Transportation Services (Summer tamp)
shall not be represented in any manner as employees of the City of Palm Beach
Gardens.
b. Drivers must stay on site of field trip throughout the visit by the City until the trip
returns to City site. At no time shall the bus leave the trip site, unless the trip has been
designated by the Camp Director in writing to the driver as a "shuttle service" trip.
3.6 CRIMINAL BACKGROUND CHECK/SCREENING EQUIREMENTS
The awarded bidder shall have all of its agents, licensees, invitees, employees, sub -contractors,
and material/suppliers submit to a criminal background check/screening in such form and
fashion as is acceptable to the City, at the City's sole discretion, prior to any of the awarded
bidder's personnel entering and or commencing services under this contract, regardless of
whether the City has provided the awarded bidder with a purchase order. The awarded bidder
shall be responsible for all costs associated with such screening and back ground checks. The
City reserves the right, but not the obligation, to preclude any of the awarded bidder's staff or
subcontractors from performing services under this contract, as a result of such
screening/criminal back ground check regardless of the results of the screening /background
check.
The awarded bidder recognizes and agrees that the transportation services are sensitive in
nature due to security concerns; this provision is a material inducement of the City entering into
this contract with the awarded bidder. Nothing herein, however, shall confer any liability on the
part of the City as a result of this provision in the contract. Each party who has been screened
shall have identification with a clearance tag before entering City premises to perform any
transportation or related services. Further the awarded bidder shall provide a listing of all
persons authorized to perform services under this contract as evidence of such clearance prior
to entering onto the City's properties.
3.7 SCHEDULING REQUIREMENTS
a. Buses will be scheduled for trips from approximately 9:OOam — 4:30pm daily.
The City may require either one or two (1 or 2) buses on a daily basis. The City will
notify the awarded bidder in advance of the specific number of buses for each trip.
If buses are late arriving to base camp site, City, at its sole discretion, may deduct from
any payment due to the awarded bidder, an hourly rate, for each hour the bus or buses
are late.
3.8 CANCELLATION POLICY
The City shall have the right to cancel any request or reservation at least 24 hours prior to the
start of the trip. The awarded bidder shall not charge the City for such cancellations.
Late cancellations shall be charged at the rate established by the awarded bidder in the contract
rates and fees. There shall be no charge for reservations or trips that are re -scheduled for later
date and time that are no further than 48 hours into the future.
Page 121
SECTION 4
PRICING SCHEDULE
4.1 PRICES AND RATES
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
Bidders shall indicate a daily rate, per bus fee, including driver, maintenance and operation, and
all other charges associated with providing the required services as outlined within the Scope of
Services
ESTIMATED
DESCRIPTION
ANNUAL
ITEM
(TYPE OF VEHICLE)
TRIPS
13Aj(RATE PER BUS
PRICE
1.
61-Passenger Bus
40
$
$
2.
Vans or Less Than 61-
20
$
$
Passenger Bus
TOTAL
$
4.2 LIST VEHICLES AVAILABLE TO PERFORM SERVICES UNDER THIS CONTRACT
ITEM
D St IPT�ON OF VEHICLE MODEL, PASSENGER CAPACITY)
1i4G; NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Page 122
4.3 CONTRACT REPRESENTATIVES/POINTS OF CONTACT
a. Regular Work Hours:
Name:
Telephone:
E-Mail:
b. After Hours, Weekends, and Holidays:
Name:
Telephone:
E-Mail:
Page 123
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
SECTION 5
ACKNOWLEDGEMENT OF ADDENDA
INSTRUCTIONS: COMPLETE PART I OR PART II, WHICHEVER APPLIES
PART I:
List below the dates of issue for each addendum received in connection with this solicitation:
Addendum #1, Dated
Addendum #2, Dated
Addendum #3, Dated
Addendum #4, Dated
Addendum #5, Dated
Addendum #6, Dated
Addendum #7, Dated
Addendum #8, Dated
Addendum #9, Dated
Addendum #10, Dated
PART II:
❑ NO ADDENDUM WAS RECEIVED IN CONNECTION WITH THIS SOLICITATION
Firm Name
Signature
Name and Title (Print or Type)
Date
Page 124
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
SECTION 6
BID SUBMITTAL SIGNATURE PAGE
By signing this Bid the Bidder certifies that it satisfies all legal requirements as an entity to do business
with the City, including all Conflict of Interest and Code of Ethics provisions.
Firm Name:
Street Address:
Mailing Address (if different than Street Address):
Telephone Number(s):
Fax Number(s):
Email Address:
Federal Employer Identification Number:
Prompt Payment Terms: % days' net days
Signature:
(Signature of authorized agent)
Print Name:
Title:
By signing this document the bidder agrees to all Terms and Conditions of this Solicitation and the
resulting Contract/Agreement.
THE EXECUTION OF THIS FORM CONSTITUTES THE UNEQUIVOCAL OFFER OF BIDDER TO BE BOUND BY
THE TERMS OF ITS OFFER. FAILURE TO SIGN THIS SOLICITATION WHERE INDICATED ABOVE BY AN
AUTHORIZED REPRESENTATIVE SHALL RENDER THE BID NON -RESPONSIVE. THE CITY MAY, HOWEVER,
IN ITS SOLE DISCRETION, ACCEPT ANY BID THAT INCLUDES AN EXECUTED DOCUMENT WHICH
UNEQUIVOCALLY BINDS THE BIDDER TO THE TERMS OF ITS OFFER.
Page 125
City of Palm Beach Gardens
Invitation to Bid No. ITB2014.034RC
Transportation Services (Summer Camp)
SECTION 7
AFFIDAVITS, PERFORMANCE BOND FORMAT, LETTER OF CREDIT FORMAT
7.1 AFFIDAVITS
The forms listed below must be completed by an official having legal authorization to
contractually bind the company or firm. Each signature represents a binding commitment upon
the bidder to provide the goods and/or services offered to the City if the bidder is determined to
be the lowest responsive and responsible bidder.
a. Conflict of Interest Disclosure Form
b. Notification of Public Entity Crimes Law
C. Drug -Free Work Place
d. Non -Collusion Affidavit
e. Performance Bond (IF REQUIRED, WILL BE REQUESTED FROM BIDDER RECOMMENDED
FOR AWARD)
f. Letter of Credit (IF REQUIRED, WILL BE REQUESTED FROM BIDDER RECOMMENDED FOR
AWARD)
Page 126
aaty of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
CONFLICT OF INTEREST DISCLOSURE FORM
The award of this contract is subject to the provisions of Chapter 112, Florida Statutes. All bidders must
disclose within their bids: the name of any officer, director, or agent who is also an employee of the City
of Palm Beach Gardens.
Furthermore, all bidders must disclose the name of any City employee who owns, directly, or indirectly,
an interest of more than five percent (S%) in the bidder's firm or any of its branches.
The purpose of this disclosure form is to give the City the information needed to identify potential
conflicts of interest for evaluation team members and other key personnel involved in the award of this
contract.
The term "conflict of interest" refers to situations in which financial or other personal considerations
may adversely affect, or have the appearance of adversely affecting, an employee's professional
judgment in exercising any City duty or responsibility in administration, management, instruction,
research, or other professional activities.
Please check one of the following statements and attach additional documentation if necessary:
To the best of our knowledge, the undersigned firm has no potential conflict of interest
due to any other Cities, Counties, contracts, or property interest for this bid.
The undersigned firm, by attachment to this form, submits information which may be a
potential conflict of interest due to other Cities, Counties, contracts, or property interest
for this bid.
Acknowledged by:
Firm Name
Signature
Name and Title (Print or Type)
Date
Page 127
City of Palm Beach Gardens
Invitation to Bid No. n'82014-034RC
Transportation Services (Summer Camp)
NOTIFICATION OF PUBLIC ENTITY CRIMES LAW
Pursuant to Section 287.133, Florida Statutes, you are hereby notified that a person or affiliate who has
been placed on the convicted contractors list following a conviction for a public entity crime may not
submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a
contract with a public entity for the construction or repair of a public building or public work, may not
submit bids on leases or real property to a public entity, may not be awarded or perform work as a
contractor, supplier, sub -vendor, or consultant under a contract with any public entity, and may not
transact business with any public entity in excess of the threshold amount provided in Section 287.017
[F.S.] for Category Two [$35,000.00] for a period of thirty-six (36) months from the date of being placed
on the convicted contractors list.
Acknowledged by:
Firm Name
Signature
Name and Title (Print or Type)
Date
Page 128
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
is a drug -free workplace and has
(Company Name)
a substance abuse policy in accordance with and pursuant to Section 440.102, Florida Statutes.
Acknowledged by:
Firm Name
Signature
Name and Title (Print or Type)
Date
Page 129
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
NON -COLLUSION AFFIDAVIT
STATE OF
COUNTY OF
Before me, the undersigned authority, personally appeared , who,
after being by me first duly sworn, deposes and says of his/her personal knowledge that:
a. He/She is of , the bidder
that has submitted a bid to perform work for the following:
ITB No.: Title:
b. He/She is fully informed respecting the preparation and contents of the attached Request for
Bids, and of all pertinent circumstances respecting such solicitation.
Such bid is genuine and is not a collusive or sham bid.
C. Neither the said bidder nor any of its officers, partners, owners, agents, representatives,
employees, or parties in interest, including this affiant, has in any way colluded, conspired,
connived, or agreed, directly or indirectly, with any other bidder, firm, or person to submit a
collusive or sham bid in connection with the solicitation and contract for which the attached bid
has been submitted or to refrain from proposing in connection with such solicitation and
contract, or has in any manner, directly or indirectly, sought by agreement or collusion or
communication or conference with any other bidder, firm, or person to fix the price or prices in
the attached bid or any other bidder, or to fix any overhead, profit, or cost element of the bid
price or the bid price of any other bidder, or to secure through any collusion, conspiracy,
connivance, or unlawful agreement any advantage against the City or any person interested in
the proposed contract.
d. The price or prices quoted in the attached bid are fair and proper and are not tainted by any
collusion, conspiracy, connivance, or unlawful agreement on the part of the bidder or any of its
agents, representatives, owners, employees, or parties in interest, including this affiant.
Subscribed and sworn to (or affirmed) before me this day of
who is personally known to
as identification
SEAL
Page 130
Notary Signature_
Notary Name:
Notary Public (State):
My Commission No: _
Expires on:
Signature
2013, by
me or who has produced
City of Palm Beach Gardens
Invitation to Bid No. ITS2014-034RC
Transportation Services (Summer Camp)
PERFORMANCE BOND FORMAT
KNOW ALL MEN BY THESE PRESENTS: that -
(Insert full name and address or legal title of successful bidder)
as Principal, hereinafter called Contractor, and
(Name of Insurer)
as Surety, hereinafter called Surety, are held and firmly bound unto the City of Palm Beach Gardens,
Palm Beach County, Florida.
As Obligee, hereinafter called the City, in the amount of
($ 1
For the payment whereof, Contractor and Surety bind themselves, their heirs, executors, administrators,
successors, and assigns, jointly and severably, firmly by the presents.
WHEREAS,
Contractor has by written agreement dated , 2013, entered into Contract
No. with the City in accordance with the solicitation specifications
prepared by the City which Contract is by reference made a part hereof and is hereinafter referred as
the Contract.
NOW, THEREFORE, THE CONDITION OF THIS OBLIGATION is such that, if Contractor shall promptly and
faithfully perform said Contract, then this obligation shall be null and void; otherwise, it shall remain in
full force and effect.
The Surety hereby waives notice of any alteration or extension of time made by the City.
Whenever Contractor shall be and declared by the City to be in default under the Contract, the City
having performed City's obligations thereunder, the Surety may promptly remedy the default or shall
promptly:
a. Complete the Contract in accordance with its terms and conditions; or
b. Obtain a bid or bids for completing the Contract in accordance with its terms and conditions,
and upon determination by Surety of the most responsible bidder, or if the City elects, upon
determination by the City and the Surety jointly of the most responsible bidder, arrange for a
Contract between such bidder and the City, and make available as work progresses (even
though there should be a default or a succession of defaults under the contract or contracts of
completion arranged under this paragraph) sufficient funds to pay the cost of completion less
Page 131
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
the balance of the contract price; but not exceeding, including other costs and damages for
which the Surety may be liable hereunder, the amount set forth in the first paragraph hereof.
The term "balance of the contract price", as used in this paragraph, shall mean the total amount
payable by the City to Contractor under the contract and any amendments thereto, less the
amount properly paid by the City to the Contractor.
Any suit under this bond must be instituted before the expiration of twenty-five (25) months from the
date on which final payment under the Contract falls due.
No right of action shall accrue on this bond to or for the use of any person or corporation other than the
City named herein or the heirs, executors, administrators, or successors of the City.
Signed and sealed this day of , 2013.
(Witness)
(Witness)
Page 132
(Principal) (Seal)
(Title)
(Name of Insurer) Surety (Seal)
By:
(Attorney -in -Fact)
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
LETTER OF CREDIT FORMAT
LETTER OF CREDIT NO.:
ISSUANCE DATE:
APPLICANT:
{Name of Corporation}
{Address}
(City, State, Zip)
BENEFICIARY:
CITY OF PALM BEACH GARDENS
10500 N. MILITARY TRAIL
PALM BEACH GARDENS, FLORIDA 33410
FOR U.S.D.. $
DATE OF EXPIRATION:
WE HEREBY ESTABLISH OUR IRREVOCABLE LETTER OF CREDIT NO. IN FAVOR OF THE
BENEFICIARY, THE CITY OF PALM BEACH GARDENS, FLORIDA (HEREINAFTER "PBG") FOR THE ACCOUNT
OF THE ABOVE -REFERENCED APPLICANT, AVAILABLE BY YOUR DRAFTS DRAWN ON (Insert name of Bank)
PAYABLE AT SIGHT FOR ANY SUM OF MONEY NOT TO EXCEED A TOTAL OF (Insert the amount of
money) THE AMOUNT REFERENCED ABOVE.
DEMANDS OF THE LETTER OF CREDIT MUST BE ACCOMPANIED BY A STATEMENT FROM THE CITY
MANAGER OF THE CITY OF PALM BEACH GARDENS CERTIFYING EITHER: (1) THAT SAID LETTER OF CREDIT
IS ABOUT TO EXPIRE AND HAS NOT BEEN RENEWED, OR (2) THAT WORK HAS NOT BEEN COMPLETED IN
ACCORDANCE WITH THE PLANS, SPECIFICATIONS, AND AGREEMENTS (INCLUDING ANY AMENDMENTS
THEREOF) FOR THE FOLLOWING PROJECT: (Name of
Project) (THE 'PROJECT').
IT IS A CONDITION OF THIS LETTER OF CREDIT THAT IT WILL BE AUTOMATICALLY EXTENDED FOR
PERIODS OF ONE YEAR FROM EXPIRY DATE HEREOF, OR ANY FUTURE EXPIRATION DATE, WITHOUT ANY
AMENDMENT, UNLESS THIRTY (30) DAYS BUT NO MORE THAN SIXTY (60) DAYS PRIOR TO ANY
EXPIRATION DATE WE SHALL NOTIFY PBG IN WRITING BY CERTIFIED MAIL RETURN RECEIPT REQUESTED,
OR BY COURIER VIA HAND DELIVERY AT THE ABOVE -LISTED ADDRESS, THAT WE ELECT NOT TO
CONSIDER THIS LETTER OF CREDIT RENEWED FOR ANY SUCH ADDITIONAL PERIOD.
WE HEREBY AGREE WITH THE DRAWERS, ENDORSERS, AND BONA FIDE HOLDERS OF ALL DRAFTS
DRAWN UNDER AND IN COMPLIANCE WITH THE TERMS OF THE CREDIT THAT SUCH DRAFTS WILL BE
DULY HONORED UPON PRESENTATION TO {Name of Bank) (THE
'BANK'), WHICH IS DULY AUTHORIZED TO CONDUCT BUSINESS IN THE STATE OF FLORIDA IN
ACCORDANCE WITH THE TERMS HEREOF. IF A DRAFT, AS DESCRIBED IN THIS LETTER OF CREDIT, IS
PRESENTED PRIOR TO THE EXPIRATION DATE AND IN CONFORMITY WITH THE TERMS OF THIS LETTER OF
CREDIT AND UPON PRESENTATION IT IS WRONGFULLY DISHONORED BY THE BANK, THE BANK AGREES
Page 133
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
TO PAY REASONABLE ATTORNEYS FEES AND COSTS, INCLUDING FEES AND COSTS ON APPEAL, INCURRED
BY THE CITY OF PALM BEACH GARDENS TO ENFORCE THIS LETTER OF CREDIT SHOULD PBG PREVAIL.
DOCUMENTS MUST BE PRESENTED FOR PAYMENT TO:
(Name of Bank Branch)
{City, State, Zip}
ATTN: {Department}
ALL DRAWINGS UNDER THIS LETTER OF CREDIT MUST BE ACCOMPANIED BY THE ORIGINAL LETTER OF
CREDIT INSTRUMENT WHICH WILL BE RETURNED TO THE BENEFICIARY AFTER ENDORSING THE BACK OF
SAME WITH THE AMOUNT OF EACH DRAWING BY US.
PARTIAL DRAWINGS ARE PERMITTED.
THE AMOUNT OF ANY DRAFT DRAWN UNDER THIS CREDIT MUST BE ENDORSED ON THE REVERSE OF
THE ORIGINAL CREDIT. ALL DRAFTS MUST BE MARKED "DRAWN UNDER {Name of Bank}
LETTER OF CREDIT NUMBER DATED
r�
THIS CREDIT IS SUBJECT TO THE "UNIFORM CUSTOMS AND PRACTICE FOR DOCUMENTARY CREDITS,
(2007 REVISION), INTERNATIONAL CHAMBER OF COMMERCE PUBLICATION NO. 600", AND TO THE
PROVISIONS OF FLORIDA LAW. IF A CONFLICT BETWEEN THE UNIFORM CUSTOMS AND PRACTICE FOR
DOCUMENTARY CREDITS AND FLORIDA LAW SHOULD ARISE, FLORIDA LAW SHALL PREVAIL. IF A
CONFLICT BETWEEN THE LAW OF ANOTHER STATE OR COUNTRY AND FLORIDA LAW SHOULD ARISE,
FLORIDA LAW SHALL PREVAIL. VENUE FOR ANY DISPUTES RELATING TO THE ENFORCEMENT OF THIS
LETTER OF CREDIT SHALL BE PALM BEACH COUNTY, FLORIDA.
{Name of Bank}
w
{Nai
{Titl
Page 134
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (summer Camp)
SECTION 8
DRAFT FORM OF AGREEMENT
Below is the standard agreement format for this Invitation to Bid. This is a sample agreement only and
is subject to revisions. PLEASE DO NOT COMPLETE.
rTci*tU *I,U
THIS AGREEMENT is hereby made and entered into this day of .20 � (the
"effective date") by and between the City of Palm Beach Gardens, a Florida municipal corporation
("City"), whose address is 10500 North Military Trail, Palm Beach Gardens, Florida 33410, and
a corporation (hereafter referred to as "Contractor"), whose address is
WHEREAS, the City desires to retain the services of the Contractor to provide the goods and
services in accordance with the City's Invitation to Bid No. and the Contractor's
response thereto, all of which are incorporated herein by reference.
NOW, THEREFORE, in consideration of the mutual covenants and promises hereafter set forth,
the Contractor and the City agree as follows:
ARTICLE 1. INCORPORATION OF INVITATION TO BID
The terms and conditions of this Agreement shall include and incorporate the terms, conditions,
and specifications set forth in the City's Invitation to Bid No. , and the Contractor's
response to the Invitation to Bid, including all documentation required thereunder.
ARTICLE 2. DESCRIPTION OF GOODS OR SCOPE OF SERVICES
The Contractor shall provide the goods and/or perform those services identified in the
specifications accompanying the City's Invitation to Bid, which are incorporated herein by reference.
ARTICLE 3. COMPENSATION
The City shall pay to the Contractor, in compliance with the Pricing Schedule attached hereto
and incorporated herein, according to the terms and specifications of the referenced Invitation to Bid.
ARTICLE 4. MISCELLANEOUS PROVISIONS
a. Notice Format. All notices or other written communications required, contemplated, or
permitted under this Agreement shall be in writing and shall be hand delivered, telecommunicated, or
mailed by registered or certified mail (postage prepaid), return receipt requested, to the following
addresses:
Page 135
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
As to the City: City of Palm Beach Gardens
10500 North Military Trail
Palm Beach Gardens, Florida 33410
Attn: City Manager
Email:
ii. with a copy to: City of Palm Beach Gardens
10500 North Military Trail
Palm Beach Gardens, Florida 33410
Attn: City Attorney
Email:
iii. As to the Contractor:
Attn.:
Email:
b. Headings. The headings contained in this Agreement are for convenience of reference
only, and shall not limit or otherwise affect in any way the meaning or interpretation of this Agreement.
C. Effective Date. The effective date of this Agreement shall be as of the date it has been
executed by both the parties hereto.
ARTICLE 5. CONTRACTTERM
This term of this Agreement shall be from the effective date through 20_, unless
terminated earlier in accordance with terms set forth in the ITB.
(Remainder of this page is intentionally left blank.)
Page 136
City of Palm Beach Gardens
Invitation to Bid No. ITB2014-034RC
Transportation Services (Summer Camp)
IN WITNESS WHEREOF, the parties have executed this Agreement on the dates hereinafter written.
CITY OF PALM BEACH GARDENS, FLORIDA
[SEAL]
By:
ATTEST:
By:
Patricia Snider, CMC, City Clerk
APPROVED AS TO FORM AND
LEGAL SUFFICIENCY
By:
R. Max Lohman, City Attorney
In
Print Name:
Title:
WITNESS:
By:
Print Name:
Page 137
Ronald M. Ferris, City Manager
SECTION 9
EXHIBITS
None.
Page 138
City of Palm Beach Gardens
Invitation to Bid No. IT82014-034RC
Transportation Services (Summer Camp)
Geed-�
�u
ITB# 2014-034RC
due: March 21, 2014
Transportation Services
(Summer Camp)
City of Palm Beach Gardens
Recreation Department / Summer Camp 2012
attn: Catherine Dye
10500 North Military Trail
Palm Beach Gardens, FL 33410
submitted by:
Coastal Bus 8c Charter Lines, LLC
dba Need -A -Bus
2560 Old Military Trail
West Palm Beach, Florida 33417
www.oeed-s-bus.com
S61.6B2.3110
March 21, 2014
ITB# 2014-034RC
Su nrmer Camp Bus Service
letter of transmittal
Coastal Bus & Charter Lines, LLC (dba Need -A -Bus)
respectfully submits this proposal to provide transportation services for
the City of Palm Beach Gardens' Recreation Department in reference to Summer Camp.
We are a fully licensed, insured and
DOT compliant company offering a variety of transportation options to the Florida market.
Need -A -Bus, it's officers and employees do and will comply
with all local, county, state and national rules, regulations, ordinances and
any and all applicable laws governing the operation of a transportation company
within Florida and the United States.
In addition, Need -A -Bus currently exceeds
all insurance requirements stated in the RFP
Need -A -Bus recognizes the parameters of
daily service described in the RFP.
We also accept the Services
Terms & Conditions as presented.
This proposal and it's contents are designed to meet the specific requirements
of the ITB# 2014-034RC issued by the City of Palm Beach Gardens
- it is in no way a finalized agreement between Need -A -Bus and the City.
As part of the normal business process, any and all details can be adjusted,
tweaked, clarified and finalized during negotiations.
Thank you for allowing us to submit this proposal.
Joe DeMastry
President
Need -A -Bus
2560 Old Military Trail, West Palm Beach, FL 33417
needabusinfo@atc.net - Fax: 561.478.6352
Nees- -Bus
ITB# 2014-034RC
Transportation Services (Summer Camp)
the service
Need -A -Bus is prepared to operate clean, well maintained buses 5 days per week
to accommodate the Palm Beach Gardens Summer Camp program.
We have a large fleet of vehicles and can supply the buses and driver's
as requested and required. Our daily price is and "average" price taking into
consideration that some trips are longer than others. As the provider of bus service to
the City of Palm Beach Garden's recreation department for the past 4 years,
we understand your needs and would like the opportunity to continue
our relationship with the City.
Qualifications and Experience
Need -A -Bus was established and incorporated in July, 2008.
During this period, we have provided excellent service to clients of all types.
We currently maintain contracts and provide fixed route shuttle service for
three (3) adult communities, have a contracts with 2 local charter schools
for daily transportation and provide summer camp transportation to
7 summer camp programs including yours.
We also operate charter service,
air and seaport transfers, school field trips and excursions to many Florida
locations and cities. Although Need -A -Bus is a relatively new company,
I have been in the transportation business since 2002.
During that time I have run school, transit, shuttle and charter buses
for many organizations, companies, schools and private clients.
In addition to the daily operations, driver supervision and sales, I have had extensive,
hands-on experience in developing, implementing and maintaining routes
for several private schools, an extensive 2 location after school and camp program
as well as fixed local routes for adult communities. In addition, I coordinated a
24 hour/7-day per week employee shuttle for Florida Power & Light.
As an individual, I have created a reputation for fair pricing, excellent service,
24/7-dedication to my clients and the ability to listen, adapt and help clients find
the best way to satisfy their transportation needs.
Meeting and exceeding expectations is part of what I, and we do.
During our 5+ years, we have also established and maintained an excellent credit
and financial rating as a company. We were able to secure start up funding
and equipment loans in one of the toughest economic climates
and continue to grow and succeed.
Need -Li -Bus . City of Palm Beach Gardens
transportation proposal
page 2
the vehicles
Based on the requirements specified by the ITB we will utilize 2 (two)
full-size school buses for the summer camp program.
All our buses are A/C equipped and seat from 65-84 children.
We also operate 47 & 55 passenger full-size coach buses and
25-36 passenger mini -buses. In the past, we have substituted
2 mini -buses in the place of a full size school bus at the same daily rate.
Our entire fleet is professionally
maintained and are DOT certified and inspected.
In the rare case when equipment does fail, we can guaraantee
a replacement bus to be in place within 60 minutes within the local area.
For trips to St. Lucie, Dade and parts of Broward County,
we can guarantee a replacement withing 90 minutes.
We are prepared to offer the City a credit
(as stated in the Invitation to Bid)
if we can not fulfill our
obligation and to utilize subcontractors,
at our expense and with permission, if an emergency should arise.
Credit will also be given for late arrivals or "missed" spot times.
the cost
The cost - based on 60 trips - for the summer would be:
$405 per day per bus.
This price includes all fuel, driver hours, benefits, associated taxes,
bus costs as well as maintenance, insurance and operations.
This is a fixed rate and is not subject to any increases,
decreases or surcharges and will be honored
within the terms of Summer Camp 2014.
We are also willing to enter into a multiple (up to 5) year contract with
the City at this fixed price allowing for a fuel adjustment clause
that mirrors the "true time" cost of fuel as it fluctuates.
Fuel "baseline" and assessment fees.
Need -A -Bus reserves the right to assess the City of Palm Beach Gardens
a fee of $3 per day per bus if the price of fuel rises above $4.25 per gallon
(based on the fuel rates paid by Need -A -Bus).
A corresponding increase of $3 per day per bus will be assessed for each
additional increases of $0.25 per gallon above $4.25.
Correspondingly, if the price of fuel drops below $3.50 per gallon,
we will issue a credit to Covered Bridge following the same formula
as the assessment for increasing fuel prices.
Any Fuel assessment or credit would apply to years 2 thru 5 of the contract only.
Need -A -Bus • City of Palm Bea0h Gardans
transportation proposal
page 3
the drivers
Need -A -Bus drivers meet or exceed all DOT requirements, undergo
background checks, and, must meet our insurance providers stringent requirements.
In addition, all drivers are pre-screened for drug and alcohol and are part of a
random drug testing pool which is administered by a third party.
We require all drivers to possess a class B CDL with passenger and air brake endorsements.
the insurance
Need -A -Bus carries more than the required amount of insurance as dictated
by the DOT. Our current liability policy is set at $5,000,000 thru an A- rated carrier.
We can add The City of Palm Beach Gardens as an additional insured
party on the policy if required.
the Need -A -Bus operation
We have already given you some idea as to how we operate as a business.
All Need -A -Bus drivers carry cell phones so we can remain in contact with them as required.
Daily vehicle inspections are conducted by the driver before leaving
on any trip and our vehicles are maintained at the highest possible levels.
We follow all manufacturer's recommended service intervals
and all our buses undergo annual DOT inspection and review.
Our goal is to be professional, safe and accommodating while providing
the highest quality transportation for the best possible value.
parking and storage
It is our understanding that we will be permitted to park a bus at the City facilities
in Palm Beach Gardens of Burns Road - we may or may not excercis this perk.
conflicts of interest
Based on the criteria provided in the RFP, we do not have any conflicts of interest
with Florida Power & Light Company, it's officers or employees.
cancellation policy
There will be no cancellation penalties if the City needs to cancel a bus as long as at least 24 hour
notice is given. Anything within the 24 hour window can be negotiated.
references
Golden Lakes A
Operations Director
1700 Golden Lakes Blvd.
West Palm Beach, FL 33411
561-689-2142
Need -A -Bus - City of Palm Beach Gardens
transportation proposal
page 4
Friends of Gumbo Limbo
Michele Peel
1801 N. Ocean Blvd.
Boca Raton, FL 33432
(561) 213-7887
Learning Path Acedemy
Isis Rosso, Director of Operations
1340 Kenwood Road
West Palm Beach, FL 33401
561-444-9832
our fleet
see attached list
our thanks
We sincerely hope this proposal meets with your approval ... we are excited
about the opportunity to work with the City of Palm Beach Gardens (again)
and realize this could be the continuation of a wonderful business relationship.
Please, do not hesitate to call if you need clarification,
have additional questions or require more information.
Thank you again for your time and consideration.
Joe DeMastry - president
�H��ed--E3us
Coastal Bus & Charter Lines, LLC
dba: Need -A -Bus
2560 Old Military Trail
West Palm Beach, FL 33417
561.841.4100 - 561.313.6631 - cell
561,841.4600 - fax
Need -A -Bus Vehicle Inventory
Unit #
Year/make/size/type
capacity
license plate
mini buses
503
2008 Chevy/Goshen GCII
25
M 132KA
504
2008 Chevy/El Dorado Passposrt
26 - lift
BBAY46
505
2008 Chevy/El Dorado Nat.Trans Elite
36/28 lugg.
031XTL
506
2013 International/Goshen Sentinel
36/28 lugg
ALRVO1
507
2010 Chevy/Goshen GCII
36/28 lugg
939TLA
coach buses
801
1997 MCI 102DL3
55 lugg.
AVZH67
802
1998 MCI 102DL3ss
55 lugg.
BIEY91
803
1997 MCI 102DL3ss
55 lugg.
941 PGM
804
1995 MCI 102133 w/lift
47 lugg.
716QGP
school
buses
child / adult
301
2006 Blue Bird AAFE
84156
MIK68M
303
2006 Blue Bird AARE
78 / 52
AVQH69
305
2012 Blue Bird Vision
65 / 43
MIK60X
306
1998 Freightliner/Thomas
65 / 43
MIM99P
307
2001 Freightliner/Thomas
65 / 43
MIMOOQ
308
2001 Freightliner/Thomas
71 / 47
CMER04
309
2001 Thomas MVP
72 / 48
CMET38
310
2004Thomas HDX
72 / 48
MIM95P
311
2005 Thomas HDX
72 / 48
MIM96P
1 P�-O-
r
PALM BEACH GARDENS
*A 1101yup lrlaw io 11W, lcarw. µ(Wk d #10"'
The City of Palm Beach Gardens
10500 North Military Trail
Palm Beach Gardens, FL 33410
PURCHASING DEPARTMENT
INVITATION TO BID
ITS NO.: ITB2014-034RC TITLE: TRANSPORTATION SERVICES (SUMMER CAMP)
DUE DATE: FRIDAY, MARCH 21, 2014 TIME: 3:OOPM
INSTRUCTIONS
Sealed bids must be received on or before the due date and time (local time) at the office of the City Clerk, 10500
North Military Trail, Palm Beach Gardens, Florida 33410. Normal City business hours are 8:00 a.m. to 5:00 p.m.,
Monday through Friday, except holidays. All bids will be publicly opened at City Hall. Each bid submitted to the
City Clerk shall have the following information clearly marked on the face of the envelope: the bidder's name,
return address, ITB number, due date for bids, and the title of the bid. included in the envelope shall be one (1)
original and two (2) copies of the bid, and one (1) electronic version on CD. The original should be marked
"ORIGINAL". Each copy must be identical to the original and the file format on the CD should be in Portable
Document Format (pdf).
BROADCAST
The City of Palm Beach Gardens utilizes electronic online services for notification and distribution of its solicitation
documents. The City's solicitation information can be obtained from: a Public Purchase - Please contact Public
Purchase at Isupport@publicipurchase-comi 1www.pubficourchase.com or call 801-932-7000 for additional
information on registration; b) DemandStar - Please contact DemandStar at www.d mand muamor by calling
them at 1-800-711-1712; c) The City's Vendor List - The City emails all advertised solicitations to vendors which
have joined the City's Vendor List. To join the City's Vendor List, please visit the City's Purchasing webpage at
htt www. b .cam con n 72 1248 efault.as x and click on the `Join Vendor List" link. Bidders who
obtain solicitations from sources other than those named above are cautioned that the Invitation to Bid package
may be incomplete. The City will not evaluate incomplete bid packages. DemandStar and Public Purchase are
independent entities and are not agents or representatives of the City. Communications to these entities do not
constitute communications to the City. The City is not responsible for errors and omissions occurring in the
transmission or downloading of any documents, addenda, plans, or specifications from these websites. In the
event of any discrepancy between information on these websites and the hard copy solicitation documents, the
terms and conditions of the hardcopy documents will prevail.
CONTACT PERSON
Any questions regarding the specifications and solicitation process must be submitted in writing to the Purchasing
Department for the Purchasing and Contracts Director aiFtmra@pbgfl.com To allow enough time for the City to
respond, requests for clarification and additional information should be received at least forty-eight (48) hours
before the Due Date for bids.
Name of Bidder
Page 11
City of Palm Beach Gardens
Invitation to Bid No. I1`82014.034RC
TranspwUtlon services (Summer Camp)
SECTION 2
SPECIAL TERMS AND CONDITIONS
2.1 PURPOSE
DY The purpose of this solicitation is to establish a contract for the purchase of transportation
17 services for various trips and outings during Summer Camp, for the City of Palm Beach Gardens,
Florida.
2.2 CONTRACT MEASURES AND PREFERENCES
Intentionally Omitted
2.3 PRE -BID CONFERENCE
Intentionally Omitted
2.4 TERM OF CONTRACT: FIVE (5) YEARS
V. The contract shall commence on the date of the duly executed Agreement, and shall remain in
effect for five (5) year(s), contingent upon the completion and submittal of all required bid
documents. The contract shall expire on the last day of the last month of the five (5)-year
contract term.
2.5 OPTIONS TO RENEW
Intentionally Omitted
2.6 METHOD OF AWARD: TO LOWEST PRICED BIDDER
0y- The City will award this contract to the responsive and responsible bidder who submits the
I lowest price to perform the services being awarded.
2.7 PRICES
If the bidder is awarded a contract under this solicitation, the price offered by the bidder shall
remain fixed and firm during the term of contract, except for any price adjustments that may be
allowed elsewhere in this contract.
2.8 PRICE ADJUSTMENTS
Intentionally Omitted
2.9 EXAMINATION OF CITY FACILITIES OR EQUIPMENT
Intentionally Omitted
2.10 EQUAL PRODUCTS
Intentionally Omitted
2.11 LIQUIDATED DAMAGES
Intentionally Omitted
2.12 INSURANCE
O The awarded bidder shall not commence any performance pursuant to the terms of this bid
until certification or proof of insurance has been received and approved by the City's Risk
Coordinator or designee.
Page 116
City of palm Beach Gardens
Invitation to Bid No. 178201"34RC
Transportation services (SummOr Camp)
The required insurance coverage is to be issued by an insurance company authorized, licensed
and registered to do business in the State of Florida, with the minimum rating of B+ or better, in
accordance with the latest edition of A.M. Bests Insurance Guide. This insurance shall be
documented in certificates of insurance which provides that the City of Palm Beach Gardens
shall be notified at least thirty (30) days in advance of cancellation, non -renewal, or adverse
change. The receipt of certificates or other documentation of insurance or policies or copies of
policies by the City or by any of its representatives, which indicate less coverage than is
required, does not constitute a waiver of the awarded bidder's obligation to fulfill the insurance
requirements herein. Deductibles must be acceptable to the City of Palm Beach Gardens.
The awarded bidder must submit a current Certificate of Insurance, naming the City of Palm
Beach Gardens as an additional insured and list as such on the insurance certificate. New
certificates of insurance are to be provided to the City upon expiration.
The awarded bidder shall provide insurance coverage as follows:
i. WORKERS COMPENSATION
Awarded bidder shall carry Workers Compensation Insurance to apply for all employees
in compliance with the "Workers Compensation Law" of the State of Florida and all
applicable Federal laws. The City reserves the right not to accept exemptions to the
Workers Compensation requirements of this solicitation.
ii. COMPREHENSIVE GENERAL LIABILITY
Awarded bidder shall carry Comprehensive General Liability Insurance with minimum
limits of One Million Dollars ($1,000,000.00); and include Products/Completion Liability
of One Million Dollars ($1,000,000). Such certificate shall list the City as additional
insured.
NOTE: If Comprehensive General Liability limits are less than One Million Dollars
($1,000,000.00), the sum of Comprehensive General Liability limits and Excess Liability
limits must equal no less than One Million Dollars ($1,000,000.00).
iii. AUTOMOBILE LIABILITY
Awarded bidder shall carry Comprehensive Automobile Liability Insurance to include
owned, non -owned, and hired, with minimum limits of One Million Dollars
($1,000,000.00) each occurrence.
iv. BODILY INJURY/PROPERTY DAMAGE
Awarded bidder shall maintain minimum limits of $1,000,000 per occurrence combined
single limit for bodily injury liability and property damage liability.
V. UMBRELLA POLICY
Awarded bidder shall maintain an umbrella policy with limits not less than $2,000,000
per occurrence.
2.13 BID BOND/GUARANTY
Intentionally Omitted
Page 117
City of Palm Beach Gardens
Invitation to Bid No.1T82014-034RC
Transportation services (summer Camp)
2.14 PERFORMANCE BOND
Intentionally Omitted
2.15 CERTIFICATIONS
Intentionally Omitted
2.16 METHOD OF PAYMENT: PERIODIC INVOICES FOR COMPLETED TRIPS
,F The awarded bidder shall submit an invoice to the City department after a trip project or
�.� services has been completed, and has been deemed acceptable by the City. The date of the
invoice shall not exceed thirty (30) calendar days from the performance of the service. Under
no circumstances shall the invoice be submitted to the City in advance of the performance of
the work. The invoice shall contain the following basic information: the awarded bidder's name
and address, invoice number, date of invoice, reference trip or outing, description of the service,
the contract number, purchase order number, and any discounts.
2.17 DELIVERY REQUIREMENTS
Intentionally Omitted
2.18 WARRANTY REQUIREMENTS
Intentionally Omitted
2.19 ADDITIONAL SERVICES
Although this solicitation and resultant contract identifies specific transportation services during
the City's annual Summer Camp, and primarily for the Recreation Division, it is hereby agreed
and understood that any City department or agency may utilize this contract, at the option of
the City, for similar or related services that are not specific to the Summer Camp activities.
The City may determine to obtain price quotes outside the contract for special trips and outings,
and any related services, if the nature of such projects is not considered conducive to the
established pricing structure in the contract, and in the opinion of the City should be priced
separately. In such situations, the City will offer the first opportunity for a negotiated price to
the awarded bidder under this contract.
2.20 CATALOGS AND PRICE LISTS
Intentionally Omitted
2.21 CLEAN UP
Intentionally Omitted
2.22 DEMONSTRATION OF EQUIPMENT
Intentionally Omitted
2.23 HOURLY RATE
Any hourly rate quoted shall be deemed to provide full compensation to the awarded bidder for
D y, labor, equipment use, travel time, and any other element of cost or price. This rate is assumed
to be at straight -time for all labor, except as otherwise noted.
Page 1 18
City of Palm Beach Gardens
Invitation to Bid No. r B2014-034RC
Transportation services (Summer Camp)
2.24 MOTOR VEHICLE LICENSE REQUIREMENT
In accordance with applicable state law, bidders submitting a bid in conjunction with this
�V solicitation must be licensed by the State of Florida to perform the required services as motor
vehicle tour operators. All vehicles to be used to perform services under this contract must be
properly licensed and insured. Bidders shall furnish copies of the required licenses with their bid
submittal. Failure to meet this requirement may result in your bid not being considered for
award.
2.25 PATENTS AND ROYALTIES
Intentionally Omitted
2.26 PRE -CONSTRUCTION CONFERENCE
Intentionally Omitted
2.27 RELEASE OF CLAIM REQUIRED
Intentionally Omitted
2.28 SUB -CHARTERING
No sub -chartering of the services required under this contract shall be allowed, without written
6 permission of the City. Under certain special circumstances and emergencies, during the
>� contract term, the City may allow the awarded bidder to sub -charter the services to meet
additional demand, provided the sub -charter's staff and vehicles meet the requirements of this
contract. The awarded bidder shall provide the City with a copy of the sub -charter's certificate
of insurance listing the City of Palm Beach Gardens as additional insured.
2.29 OTHER FORMS OR DOCUMENTS
If the City is required by the awarded bidder to complete and execute any other forms or
documents in relation to this solicitation, the terms, conditions, and requirements in this
solicitation shall take precedence to any and all conflicting or modifying terms, conditions or
requirements of the Bidder's forms or documents.
Page 1 19
city of Palm Beach Gardens
Invitation to Bid No. IT62014-034RC
Transportation Services (Summer camp)
SECTION 3
SCOPE OF SERVICES
3.1 GENERAL REQUIREMENTS
6* The bus service shall provide transportation for children's Summer Camp programs to various
AV sites and locations throughout Palm Beach, Broward, Martin, Miami -Dade, and St. Lucie
counties.
3.2 EQUIPMENT STAN DARDS/REQUIREM ENTS
a. All buses provided for in this proposal must have passed the most recent Department of
r1 Transportation inspection, with all work performed by a certified mechanic. Vendor
must have documentation of all inspections available upon request by the City of Palm
Beach Gardens. All buses must have two way communications with their base station
operation, first -aid equipment/supplies, as well as with the other buses on site.
b. The type of buses should be School Bus or Coach Bus types, with air conditioning, and
up to 61-passenger seating capacity. Buses shall be clean and free from any potential
safety hazards.
C. With the City's permission, the bus equipment may be left on City property overnight.
The City waives any responsibility for any damages which may occur while the bus is left
unattended and on City property.
3.3 EQUIPMENT MAINTENANCE
as The awarded bidder is responsible for any and all material, parts, labor, oil and fuel for the buses
provided under this contract. The awarded bidder must provide on -call maintenance service in
case of mechanical failure during times buses are operating on a trip or preparing to leave for a
trip. Standby drivers and buses must be available and on site as requested by the City within
two hours of notification if there is a mechanical problem with a bus. The City shall not be
charged for a bus not used, due to a mechanical or other problem.
3.4 BACK UP SERVICES
D%, The awarded bidder shall have a written back-up plan in the event a bus breaks down during
transportation. The plan must include the provision that if a field trip is cancelled due to a
mechanical breakdown, or vehicular accident, the City shall not be charged for that trip. If the
awarded bidder is unable to perform a service as scheduled, and the City is forced to utilize
another method or contractor for transportation, the awarded bidder shall be responsible for
paying all charges incurred.
3.5 BUS DRIVERS
aw a. All drivers must have a valid State of Florida driver's license, which permits them to
operate (CDL and/or Chauffer license) the vehicle provided. Prior to leaving the City site
j for a trip, the driver must complete and sign a vehicle inspection form indicating that
the driver has determined that the vehicle is in safe operating condition. The driver
shall have good communication skills, be familiar with trip locations, and be responsible
for their own uniforms. Drivers shall be responsible for recording and reporting all
pertinent information to the awarded bidder with regard to payroll, forms, etc. Drivers
Page 120
City of Palm Beach Gardens
Invitation to Bid No. ITS2014-034RC
Transportation Services (Summer Camp)
shall not be represented in any manner as employees of the City of Palm Beach
Gardens.
b. Drivers must stay on site of field trip throughout the visit by the City until the trip
returns to City site. At no time shall the bus leave the trip site, unless the trip has been
designated by the Camp Director in writing to the driver as a "shuttle service" trip.
3.6 CRIMINAL BACKGROUND CHECK SCREENING EQUIREMENTS
The awarded bidder shall have all of its agents, licensees, invitees, employees, sub -contractors,
and material/suppliers submit to a criminal background check/screening in such form and
fashion as is acceptable to the City, at the City's sole discretion, prior to any of the awarded
bidder's personnel entering and or commencing services under this contract, regardless of
whether the City has provided the awarded bidder with a purchase order. The awarded bidder
shall be responsible far all costs associated with such screening and back ground checks. The
City reserves the right, but not the obligation, to preclude any of the awarded bidder's staff or
subcontractors from performing services under this contract, as a result of such
screening/criminal back ground check regardless of the results of the screening /background
check.
The awarded bidder recognizes and agrees that the transportation services are sensitive in
nature due to security concerns; this provision is a material inducement of the City entering into
this contract with the awarded bidder. Nothing herein, however, shall confer any liability on the
part of the City as a result of this provision in the contract. Each party who has been screened
shall have identification with a clearance tag before entering City premises to perform any
transportation or related services. Further the awarded bidder shall provide a listing of all
persons authorized to perform services under this contract as evidence of such clearance prior
to entering onto the City's properties.
3.7 SCHEDULING REQUIREMENTS
o� a. Buses will be scheduled for trips from approximately 9:00am — 4:30pm daily.
b. The City may require either one or two (1 or 2) buses on a daily basis. The City will
notify the awarded bidder in advance of the specific number of buses for each trip.
C. If buses are late arriving to base camp site, City, at its sole discretion, may deduct from
any payment due to the awarded bidder, an hourly rate, for each hour the bus or buses
are late.
3.8 CANCELLATION POLICY
oy The City shall have the right to cancel any request or reservation at least 24 hours prior to the
start of the trip. The awarded bidder shall not charge the City for such cancellations.
Late cancellations shall be charged at the rate established by the awarded bidder in the contract
rates and fees. There shall be no charge for reservations or trips that are re -scheduled for later
date and time that are no further than 48 hours into the future.
Page 121
City of Palm Beach Gardens
Invitation to Bid No. ITS2014-034RC
Transportation Services (Summer Camp)
SECTION 4
PRICING SCHEDULE
4.1 PRICES AND RATES
Bidders shall indicate a daily rate, per bus fee, including driver, maintenance and operation, and
all other charges associated with providing the required services as outlined within the Scope of
Services
ESTIMATED
DESCRIPTION
ANNUAL
ITEM
(TYPE OF VEHICLE)
TRIPS
DAILY RATE PER BUS
PRICE
1.
61-Passenger Bus
40
$ Li t� � �
$ ( 4� Zoo
2.
Vans or Less Than 61-
20
$ '486" •-
$L9t
Passenger Bus
TOTAL
$ a�'U
4.2 LIST VEHICLES AVAILABLE TO PERFORM SERVICES UNDER THIS CONTRACT
ITEM
DESCRIPTION OF VEHICLE (MAKE, MODEL, PASSENGER CAPACITY)
TAG NUMBER
2.
3.
1
k
4.
S.
6.
7
I
i
8.
9.
10.
1
Page 122
Need -A -Bus Vehicle inventory
Unit #
Year/make/size/type
capacity
license plate
mini buses
503
2008 Chevy/Goshen GCII
25
M 132KA
504
2008 Chevy/El Dorado Passposrt
26 - lift
BBAY46
505
2008 Chevy/El Dorado Nat.Trans Elite
36/28 lugg.
031XTL
506
2013 International/Goshen Sentinel
36/28 lugg
ALRVO1
507
2010 Chevy/Goshen GCII
36/28 lugg
939TLA
coach buses
801
1997 MCI 102DL3
55 lugg.
AVZH67
802
1998 MCI 102DL3ss
55 lugg.
BIEY91
803
1997 MCI 102DL3ss
55 lugg.
941PGM
804
1995 MCI 102D3 w/lift
47 lugg.
716QGP
school
buses
child / adult
301
2006 Blue Bird AAFE
84 / 56
MIK68M
303
2006 Blue Bird AARE
78 / 52
AVQH69
305
2012 Blue Bird Vision
65 143
MIK60X
306
1998 Freightliner/Thomas
65 / 43
MIM99P
307
2001 Freightliner/Thomas
65 / 43
MIMOOQ
308
2001 Freightliner/Thomas
71 / 47
CMER04
309
2001 Thomas MVP
72148
CMET38
310
2004Thomas HDX
72 / 48
MIM95P
311
2005 Thomas HDX
72 / 48
MIM96P
City of palm Beach Gardens
Invitation to Bid No. RB2014-034RC
Transportation Services (Summer Camp)
4.3 CONTRACT REPRESENTATIVES/POINTS OF CONTACT
Regular Work Hours; y
Name: =?
Telephone:.:--�li#`rQ
E-Mail: ttxsk►*� icy rte- ..
After Hours, Wek�trrs;
Name:
Telephone: t— all 3° 4431
E-Mail:
Page 123
City of Palm Reach Gardens
Invitation to Bid No.1TB2014-034RC
Transportation Services (Sumner Camp)
SECTION S
ACKNOWLEDGEMENT OF ADDENDA
INSTRUCTIONS: COMPLETE PART I OR PART II, WHICHEVER APPLIES
PART l:
List below the dates of issue for each addendum received in connection with this solicitation:
Addendum #1, Dated
Addendum #2, Dated
Addendum #3, Dated
Addendum #4, Dated
Addendum #S, Dated
Addendum #6, Dated
Addendum #7, Dated
Addendum #8, Dated
Addendum #9, Dated
Addendum #10, Dated
PART It:
FC-t'NO ADDENDUM WAS RECEIVED IN CONNECTION WITH THIS SOLICITATION
Firm Name
Signature
,�-
Name and Title (Print or Type)
Date
Page 124
city of Palm Beach Gardens
Invitation to Bid No. IT82014-034RC
Transportation Services (Summer Camp)
SECTION 6
BID SUBMITTAL SIGNATURE PAGE
By signing this Bid the Bidder certifies that it satisfies all legal requirements as an entity to do business
with the City, including all Conflict of Interest and Code of Ethics provisions.
Firm Name:
u"9- A -
Street Address:
Mailing Address (if different than Street Address):
Telephone Number(s): 6Z 1- 'alp 44 lob
Fax Number(s):"' °
Email Address:
Federal Employer Identification Number: 503111) _
Prompt Payment Terms: N10 % days' net days
Signature:
(5ignature of authorized agent)
Print Name: i 1 4
Title: - - -- p;Y>.S=w
By signing this document the bidder agrees to all Terms and Conditions of this Solicitation and the
resulting Contract/Agreement.
THE EXECUTION OF THIS FORM CONSTITUTES THE UNEQUIVOCAL OFFER OF BIDDER TO BE BOUND BY
THE TERMS OF ITS OFFER. FAILURE TO SIGN THIS SOLICITATION WHERE INDICATED ABOVE BY AN
AUTHORIZED REPRESENTATIVE SHALL RENDER THE BID NON -RESPONSIVE. THE CITY MAY, HOWEVER,
IN ITS SOLE DISCRETION, ACCEPT ANY BID THAT INCLUDES AN EXECUTED DOCUMENT WHICH
UNEQUIVOCALLY BINDS THE BIDDER TO THE TERMS OF ITS OFFER.
Page 125
City of palm Beach Gardens
Invitation to Bid No. iTB2014-03411C
Transportation Services (summer Camp)
SECTION 7
AFFIDAVITS, PERFORMANCE BOND FORMAT, LETTER OF CREDIT FORMAT
7.1 AFFIDAVITS
The forms listed below must be completed by an official having legal authorization to
contractually bind the company or firm. Each signature represents a binding commitment upon
the bidder to provide the goods and/or services offered to the City if the bidder is determined to
be the lowest responsive and responsible bidder.
a. Conflict of Interest Disclosure Form
b. Notification of Public Entity Crimes Law
C. Drug -Free Work Place
d. Non -Collusion Affidavit
e. Performance Bond (IF REQUIRED, WILL BE REQUESTED FROM BIDDER RECOMMENDED
FOR AWARD)
f. Letter of Credit (IF REQUIRED, WILL BE REQUESTED FROM BIDDER RECOMMENDED FOR
AWARD)
Page 126
City of Palm Beach Gardens
Invitation to Bid No. IT62014.034RC
Transportation Services (summer Camp)
CONFLICT OF INTEREST DISCLOSURE FORM
The award of this contract is subject to the provisions of Chapter 112, Florida Statutes. All bidders must
disclose within their bids: the name of any officer, director, or agent who is also an employee of the City
of Palm Beach Gardens.
Furthermore, all bidders must disclose the name of any City employee who owns, directly, or indirectly,
an interest of more than five percent (5%) in the bidder's firm or any of its branches.
The purpose of this disclosure form is to give the City the information needed to identify potential
conflicts of interest for evaluation team members and other key personnel involved in the award of this
contract.
The term "conflict of interest" refers to situations in which financial or other personal considerations
may adversely affect, or have the appearance of adversely affecting, an employee's professional
judgment in exercising any City duty or responsibility in administration, management, instruction,
research, or other professional activities.
Please check one of the following statements and attach additional documentation if necessary:
To the best of our knowledge, the undersigned firm has no potential conflict of interest
due to any other Cities, Counties, contracts, or property interest for this bid.
The undersigned firm, by attachment to this form, submits information which may be a
potential conflict of interest due to other Cities, Counties, contracts, or property interest
for this bid.
Acknowledged by:
Firm Name
Signature
r 1
oAAjt
Name and Title (Print or Type)
Date
Page 127
city of Palm Beach Gardens
Invitation to Bid No. ITS2014-034RC
Transportation Services (Summer Camp)
NOTIFICATION OF PUBLIC ENTITY CRIMES LAW
Pursuant to Section 287.133, Florida Statures, you are hereby notified that a person or affiliate who has
been placed on the convicted contractors list following a conviction for a public entity crime may not
submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a
contract with a public entity for the construction or repair of a public building or public work, may not
submit bids on leases or real property to a public entity, may not be awarded or perform work as a
contractor, supplier, sub -vendor, or consultant under a contract with any public entity, and may not
transact business with any public entity in excess of the threshold amount provided in Section 287.017
[F.S.] for Category Two [$35,000.00] for a period of thirty-six (36) months from the date of being placed
on the convicted contractors list.
Acknowledged by:
,L'2- A -
Firm Name
Signature
Name and Title (Print or Type)
Date
Page 128
City of Palm Beach Gardens
Invitation to Bid No. ITS2014-034RC
Transportation Services (Summer Camp)
DRUG -FREE WORKPLACE
?1Jee, 9-A- QbJ.5 ----is a drug -free workplace and has
(Company Name)
a substance abuse policy in accordance with and pursuant to Section 440.102, Florida Statutes.
Acknowledged by:
Firm Name
Signature
Name and Title (Print or Type)
Date
Page 129
City of Palm Beach Gardens
Invitation to Sid No. rrB2014-034RC
Transportation services (Summer Camp)
NON -COLLUSION AFFIDAVIT
STATE OF _ f
COUNTY OF I— 640JA
Before me, the undersigned authority, personally appeared , Lm*, who,
after being by me first duly sworn, deposes and says of his/her personal knowledge that:
a. He/She is 9-111!4+ of { the bidder
x 9!k f }
that has submitted a bid to perform work for the following:
ITB No.• 'ZO(tA' A34(C- Title: i"t> r ► 2.6 (54'..ea r_*_.)
b. He/She is fully informed respecting the preparation and contents of the attached Request for
Bids, and of all pertinent circumstances respecting such solicitation.
Such bid is genuine and is not a collusive or sham bid.
C. Neither the said bidder nor any of its officers, partners, owners, agents, representatives,
employees, or parties in interest, including this affiant, has in any way colluded, conspired,
connived, or agreed, directly or indirectly, with any other bidder, firm, or person to submit a
collusive or sham bid in connection with the solicitation and contract for which the attached bid
has been submitted or to refrain from proposing in connection with such solicitation and
contract, or has in any manner, directly or indirectly, sought by agreement or collusion or
communication or conference with any other bidder, firm, or person to fix the price or prices in
the attached bid or any other bidder, or to fix any overhead, profit, or cost element of the bid
price or the bid price of any other bidder, or to secure through any collusion, conspiracy,
connivance, or unlawful agreement any advantage against the City or any person interested in
the proposed contract.
d. The price or prices quoted In the attached bid are fair and proper and are not tainted by any
collusion, conspiracy, connivance, or unlawful agreement on the part of the bidder or any of its
agents, representatives, owners, employees, or parties in interest, including this affiant.
- --�__ZzSignature
Subscribed and sworn to (or affirmed) before me this day of'�` 2013, by
SIa who is personally known to me or has produced
�1� A y0 0- y 1-0 as identification.
SEAL NotarySignature
Notary Name: M.40ir ►v,ollkt; (1e;SS
Noi„ y Publa Slat& of Fio.ida Notary Public (State): Fd o r; elA
Mery Moshe Weiss My Commission No: ff 4 2 t o.
MY C=-R"w FF 001064
ENwasotfowols Expireson: 11/ l ' 011
Page 130
City of Palm Beach Gardens
ITB2014-034RC
Transportation Services (Summer Camp)
EXHIBIT "B"
PRICING SCHEDULE
ITEM
DESCRIPTION
ESTIMATED
ANNUAL TRIPS
DAILY RATE
PER BUS
AMOUNT
1.
61-Passenger Bus
40
$405
$16,200
2.
1 Vans, or Less Than 61-Passenger Bus
1 20
$405
$8,100
TOTAL:
$24,300
3.
Regular and After -Hours Contact:
Joe DeMastry
(561) 313-6631
need abus info(a)-aft. net
NOTE: The City is exempt from paying sales and excise taxes. A tax-exempt certificate will be provided upon request.
CITY OF PALM BEACH GARDENS
CITY COUNCIL
Agenda Cover Memorandum
Meeting Date: May 1, 2014
Resolution 27, 2014
Subject/Agenda Item:
Resolution 27, 2014 — Legacy Place Planned Community Development (PCD)
Public Hearing and Consideration for Approval: A request by GLL Partners to exceed the
maximum number of special events permitted by Section 78-187 of the City Code. The
Legacy Place Planned Community Development (PCD) is located on the southwest corner of
PGA Boulevard and Fairchild Gardens Avenue.
[X] Recommendation to APPROVE
[ ] Recommendation to DENY
Reviewed by:,
Originating Dept.:
Finance:
City Council Action:
Director of Planning &
Planning & Zoning:
Accountant
I Approval
Zoning
Project
t Manager
]Approved w/
A)c
Tamishbeen
Rahman, Planner
11
Conditions
]Denial
Continued to:
' Ra
Tres Thomas
Fees Paid: N/A
Natalie M. Crowley, AICP
Quasi — Judicial
Development
Funding Source:
Legislative
Public Hearing
Operating
[X] Other N/A
Bahareh Wolfs, AIC
Advertised:
Attachments:
Cit At r
F
[ ]Required
jX] Not Required
Budget Acct.#:
N/A
* Development
Application
Contract/Agreement:
* Resolution 27, 2014
R/Max L�fiman, Esq.
Approved By:
Effective Date:
City Manager
Affected parties:
N/A
Notified-
[X] Not Required
Expiration Date:
N/A
kolyl'ajM. I.9-11-ris
Meeting Date: May 1, 2014
Resolution 27, 2014
Page 2 of 3
EXECUTIVE SUMMARY
The subject request allows the shopping center at Legacy Place PCD to have more than four
(4) special events per calendar year at one (1) location, and more than twelve (12) special
events overall per calendar year, which is the maximum allowed by City Code unless
otherwise approved by City Council. Staff supports the Applicant's request for seven (7)
additional special events for a total of 19 special events, and 11 events at one (1) location for
the calendar years 2014 and 2015.
On May 3, 2001, the City Council adopted Ordinance 10, 2001, approving the rezoning of
approximately 74 acres of land from Planned Development Area (PDA) to Planned
Community Development (PCD) and the master site plan for Legacy Place.
On July 1, 2004, the City Council adopted Resolution 129, 2004, approving an amendment to
the site • to • the construction • a mixed -use development consisting • 399,000
• feet • • space and •# • feet • office space.
On August 4, 2005, the City Council adopted Resolution 108, 2005, approving an
amendment to Resolution 89, 2005 to specify certain times for the installation of art in public
places and to amend certain conditions of approval related to landscaping.
On September 6, 2006, the City Council adopted Resolution 94, 2006, approving the
elimination of certain conditions of approval related to the provision of shared parking in the
PCD.
On August 20, 2009, the City Council adopted Resolution 35, 2009, approving the placement
of 58 banners in the commercial portion of the PCD.
On August 9, 2012, the City Council adopted Resolution 77, 2012, approving two (2)
additional special events for a total of six (6) events at one (1) location each year, and five (5)
additional special events for a total of 17 events each year for the calendar years 2012 and
2013.
Site Details
The subject PCD is approximately 74 acres in size and is located on the southwest corner of
PGA Boulevard and Fairchild Gardens Avenue, The site has vehicular access from PGA
Boulevard, Fairchild Gardens Avenue, and Alternate AIA.
Meeting Date: May 1, 2014
Resolution 27, 2014
Page 3 of 3
Subject Request
City Code Section 78-187, Special Events, establishes the maximum number of special
events a business, tenant, or plaza is permitted to have each calendar year. The Code
states that "...no more than four (4) special events every calendar year shall be held by any
applicant at one (1) location, unless otherwise approved by the City Council...". The Code
also states that commercial plazas with "eleven (11) tenants or more are permitted twelve
(12) special events per calendar year."
The Applicant is requesting approval of seven (7) additional special events for a total of 19
special events, and 11 events at one (1) location for the calendar years 2014 and 2015. Five
(5) events have been held thus far in 2014. Attached to Resolution 27, 2014 as Exhibit "B"
is the tentative schedule of events at Legacy Place for the years 2014 and 2015 with event
descriptions.
Staff Analysis
Staff is supportive of the additional number of special events for the shopping center at
Legacy Place PCD. All of the proposed events will take place within the PCD. There are
multiple access points from PGA Boulevard, Alternate AlA, and Fairchild Gardens Avenue,
which provides patrons visiting the site various options to enter and exit easily, and no events
are anticipated to require special traffic circulation allowances. The shopping center at
Legacy Place is approved for 2,049 parking spaces, so the subject parcel has sufficient
parking spaces to accommodate attendees within the site. Furthermore, all of the special
events will still require a Special Event permit.
In addition, each of the events is open to the public and will be an overall benefit to the
community at large. Some of the proposed events will provide patrons the opportunity to
donate to various charities in the area. Lastly, many of the events listed constitute a special
event by the City Code, but are small-scale, local events that will only impact certain areas of
the Legacy Place PCD.
STAFF RECOMMENDATION
Staff recommends APPROVAL of Resolution 27, 2014 as presented with the following
conditions of approval:
1. A complete Special Events permit application and applicable fee shall be submitted for
each individual event for review by the City. No event shall take place prior to the
issuance of a Special Event Permit. (Planning and Zoning) '
2. The special events shall occur in accordance with the schedule of events submitted for
the calendar years 2014 and 2015. Any modifications to the events listed on the
schedule shall be approved by the Director of Planning and Zoning. (Planning and
Zoning)
CITY OF PALM BEACH GARDENS
DEVELOPMENT APPLICATION 1,4 15(2-1y- o,� - r 0099
Planning and Zoning Department
CITY OF PALM BEACH GARDENS
10500 North Military Trail
Palm Beach Gardens, FL 33410
(561) 799-4243 Fax (561) 799-4281
Request:
j jPlanned Community Development (PCD)
j jPlanned Unit Development (PUD)
(_jAmendment to PCD, PUD or Site Plan
nConditional Use
[IAmendment to the Comprehensive Plan
FAdministrative Approval
j jAdministrative Appeal
j-Annexation
(-Rezoning
1 jSite Plan Review
j-;Concurrency Certificate
[7'Time Extension
'Miscellaneous
jOther I
Date Submitted:
Project Name: LEA
Owner: r, L L. PA-T N E P'S
Applicant (if notOwner):
/ta
Applicant's Address: 1
Agent:
I—C- 6 Ad
oneNo. 5-6/ - 776- �Oa W.
Contact Person: J t7a m pl �. 011 ri E-Mail: Ono i 14l r Ct.ET�
Agent's Mailing Address:
Agent's TelephoneNumber: i "` % 7& i? �
Petition Number:
Fees Received
Application $
Receipt Number:
Date& Time Received:
Engineering$
CpF
PAIjW8CHGONS
FEB 20 2014
PLANNING &
\�N/NG
Architect:
Engineer:
Planner:
LandscapeArchitect:
Site Information:
General Location: P&A
Address:,
Section:
Note: Petitioner shall submit electronic digital files of
approved projects. See attachment for details.,
V 1 61
LAID. -:N�u-M f� i OC t re Im Id /-
Township:
Range:
0 & — �0 - 00000 ?!roperty Control Number(s): r - '+ 3 '+a� 00
L.:P'Ghc'?L_ftCF_--
Parcel 1
A portion of Parcel 1, as shown on the plat of Legacy, Place, recorded in Plat Book 90, pages 119 through 12l,
Public Records of Palm Beach County, Florida, being more particularly described as follows:
Commencing at the southwest corner of said Parcel 1; thence North 14*05'27" West along the west line of
said Parcel 1, a distance of 480.95 feet to the point of beginning of the hereinafter described Parcel; thence
continue along said West fine North 14*05'27" West, a distance of 79.39 feet thence North 00*22"I5" West a
distance of 158.35 feet; thence North 12*6522" West a distance of 394.58 feet thence North 32*39'36" East, a
----distance-of-6819-fee4—thence-North75*4'02!LEast7-a-distance-of-246-.67feet-"t—point-of-curraWre-of-a,
curve concave to the northwest having a radius of 746.06 feet and a central angle of 89'45'151'; thence
northeasterly along the arc of said curve, a distance of 1168,71 feet to the point of tangency; thence North
14*11'13' West a distance of 10547 feet thence North 22*37W" East, a distance of 61.39 feet thence North
74"56'45" East along the north line of said Parcel 1, a distance of 378.53 feet to the point of curvature of a curve
concave to the south having a radius of 3098.94 feet and a central angle of 10*09'02"; thence easterly along the
arc of said curve, a distance of 549.01 feed thence South 61 *33'59' East, a distance of 48.66 feet to a point of
curvature of a curve concave to the east having a radius of 340.00 feet a radial hearing of North 82*5326'
East, and a central angle of 18'M5': thence southerly along the easterly line of said Parcel 1 and the arc of
said curve, a distance. of 10928 feet to a point of reverse curvature of a curve concave to the west having a cable):
radius of 260.00 feet and a central angle of 26'5823"; thence southerly along the arc of said curve, a distance
of 122.40 feet to the point of tangency; thence continuing along said east line South 01*26'52' West.a distance
of 532.65 feet the point of curvature of a curve concave to. the west having a radius of 498.84 feet and a central
angle of 29'52'291, thence southerly along the arc of said curve, a distance of 260.08 feet to a point of reverse
curvature of a curve concave to the east, having a radius of 425.00 feet and a central angle of 29*50'1 &'; thence
southerly along the arc of said curve a distance of 221.33 feet to a non -tangent line; thence departing said curve
South 88*31106" East a distance of 6.50 feet thence South 01*28'54" West a distance of 189.84 feet to a point
on the north line of Legacy Place Plat No. 2, as recorded in Plat Book 100, at pages 102 through 104, public
records of Palm Beach County, Florida; thence North 88*33'08" West along the north line of said plat a distance
of 324.63 feet thence South 01*26'62" West along said plat line a distance of 426.68 feet; thence North
88*33'08" West -a distance of 659.43 feet; South 75*54M" West, a distance of 68626 feet to the Point of
Beginning.
Containing in all 2,072,600 square feet or 47.58 acres more or less.
Parcel 2
Together with that certain non-exclusive drainage easement for the benefit of Parcel I as created by that certain
instrument recorded August 30, 2002 In Official Record Book 14097, page 1750, public records of Palm Beach
County, Florida.
Parcel 3
Together with non exclusive ingress/egress easements and perpetual non-exclusive cross- access, cross
drainage and -cross utility easements as created by that Declaration of Covenants recorded in Official Records
Book 1,4097, page 1687, public records of Palm Beach County, Florida.
Justification
Information concerning all requests (attach additional sheets if needed.)
{Section..78-46, Application Procedures, Land Development Regulations.)
1. Explain the nature of the request:
2. What will be the impact of the proposed change on the surrounding area?
3. Describe how the rezoning request complies with the City's Vision Plan and the following elements
------of-tbe-Citv!s-Comt)rehensi-vz-P-Ian��-F-utu=Jand Use, Transportation, Ho.usingJnfrasttu.ct.ure,
Coastal Management, Conservations, Recreation and Open space, Intergovernmental Coordination
and Capital Improvement.
IAJ J'^
/ f-1
9
4. How does the proposed project comply with City .requirements for preservation of natural
resources and native vegetation (Section 78-301, .Land Development Regulations)?
5. How will the proposed project comply with City requirements for Art in Public Places (Chapter
78-261, Land Development Regulations)?
6. Has project received concurrency certification?
,�)/,4
Date Received: v_ __
Legal-Description-ofthe-Subject-Propert ---I
(Attach additional sheets if needed)
Or see attached deed for legal description.
Location �%1rtti �r�rce�ns
e--,' �-
The subject property is located approximately miles) -from the intersectionof Foci rc.tl1 Id 6,q dvo 5
Avcs
on the north,E1east, south,lowest side of
49 V� - (street/road).
rd
StatementofOwnershipand Designationof AuthorizedAgeit
Before me, the undersigned authority, personally appeared All"I- elo
who, being by me first duly sworn, on oath deposed and says:
That he/she is the fee simple title owner of the property described in the attached
Legal Description. ,
2. That he/she is requesting fi eon in the
City of Palm Beach Gardens, Florida. I
3. That he/she has appointed / IGf rq t oy Fop- to act
as authorized agent on his/her behalf to accomplish the above project.
Name of Owner: 6 kin
A I 1. US
tureof Owner
Street Address
P. O. Box
Gen'e 4-4/ FAO toner
By: Name/Title
61—l4 rle546 . F7L l
City, State, Zip Code /
City, state, zip
TelephoneNumber Fax Number
no/%
E-mail Address
Sworn and subscribed before me this %?".dayoff' v ag)
Notary ublic
My Commission expires:
fg20/�
• gC ma ire.
`i; sari
LAURA JAKUBIEC
NOTARY PUBLIC
*CE
STATE OF FLORIDA
Comm# EE126660
Expires 9118/2015
Applicant's Certification
I/We affirm and certify that Uwe understand and will comply with the land development regulations of
the City of Palm Beach Gardens, Florida. I We further certify that the statements or diagrams made on
any paper or plans submitted here with are true to the best of my/our knowledge and belief. Further,
I/we understand that this application, attachments, and application filing fees become a part of the
official records of the City of Palm Beach Gardens, Florida, and are not returnable.
Applicant is:
'Sigrnatureof Applicant
Owner ..I m ! I U (�'1C /C3
Print Name of Applicant
(�% j a60 5 ,
( i Optionee �7� LL � 1.f`'e t ►� '/ a _
Street Address 1A-VC
F—I Lessee (/c 1 r--L-- .1,:z9,O%
City, State, Zip Code' -may
Agent � � —)/ / —2S- D
TelephoneNumber
Contract Purchaser 02-3 5 ! -Q
Fax Number
r (ra f ry1 o -pa r- 'n e f.$
E-Mail Address
2
Palm Beach Gardens Planning and Zoning Department
10500 North Military Trail, Palm Beach Gardens, FL 33410
561-799-4230
Permit #
Financial Responsibility Form
The owner understands that all City -incurred professional fees and expenses associated with the
processing of this application request are ultimately the responsibility of the owner. A security
deposit shall be deposited in an interest -bearing account with any accrued interest to be retained by the
City of Palm Beach Gardens.
The owner and/or designee shall be invoiced on a monthly basis for professional fees such as, but not
limited to, consultant engineering services, legal services, advertising costs, and/or any other costs
attributable to the processing of the permit for which the City incurred during the previous month. The
owner and/or designee shall reimburse the City within thirty (30) days from date of invoice. If payment is
not received, the City may utilize the security deposit for re-imbursement purposes. All activities related
to the pending permit(s) will cease until any outstanding invoices are paid.
The owner/designee further understands that transfer of this responsibility shall require a
completed form, signed and notarized by the responsible party, and delivered to the City Planning
and Zoning Department if the name and/or address of the responsible party changes at anytime
during the application review process.
O er signature Date
:JGndr4' AVrc�'`�r,)o VX- �RliSIQE;-)T` Sa -.14 3_Va -o&
Owner printed name &L_ L 105 &fit r L., F'- Property Control Number �JC1G
DESIGNEE/BILL TO: &tt~ v +K, �j
Designee Acceptance Signature
NOTARY ACKNOWLEDGEMENT'
STATE OF i-10"-1 do —
COUNTY OF✓q,yQ�
I hereby certify that the foregoing instrument was acknowledged before me this -day--of
20by S"Gwd,rGL/Y?l CtO Q He o she i ersonally known
to me or has pr duced as identifica.
No rya public signature
Printed name
State of C)f Gi__ at -large My Commission expires: T- I b'D /
LAURA JAKUBIEC
URA JAr, NOTARY PUBLIC
N A STATE OF FLORIDA
*E1
STA i)Ir Comm# EE126660
Com E : ' cE 100 Expires 9/18/2015
ET es
Justification Summary
Legacy Place hosts. a variety of special events throughout the year to create an awareness of the center,
drive traffic.into Legacy Place and continue to be a good community partner within the area. The events
enable our merchants to showcase their goods and services in a family friendly environment. The
majority of the events are free to the community and provide activities for families at no cost. The
events are funded by the owners of the center and are strongly supported by the merchants and
restaurants. Legacy Place has received accolades from local media and bloggers on the quality of their
family fun and free programming.
The charity ticketed event, the Legacy Place Food and Wine Festival raises funds for the Palm Beach
Gardens Police Foundation. All of the monies are donated to the charity to provide funds for the
purchase of vital equipment and training for the Police Department as well as community outreach and
crime -prevention programs in an effort to create a safer Palm Beach Gardens. The event has received
local and regional media coverage and is considered by many to be the premier food and wine event in
the area.
The year round special events program at Legacy Place is an integral component of our marketing
strategy to keep the center brand front and center to both full time, part time residents and tourists to
our area. It is vital to the success of our tenants businesses. Legacy Place is careful to abide by any CITY
regulations and special event permit process and guidelines.
2014 Legacy Place Events
Tentative Schedule
EVENT DATE EVENT LOCATION
NO.
1)
January 4, 2014
Charity Car Show *
Parking Area by Chili's
2)
February 1, 2014
Charity Car Show *
Parking Area by Chili's
3)
March 1, 2014
Charity Car Show *
Parking Area by Chili's
4)
April 12, 2014
Charity Car Show *
Parking Area by Chili's
5)
April 24,2014
Food and Wine *
Village area in center
6)
May 3, 2014
Charity Car Show
Parking Area by Chili's
7)
June 7, 2014
Charity Car Show
Parking Area by Chili's
8)
July 5, 2014
Charity Car Show
Parking Area by Chili's
9)
August 2, 2014
Charity Car Show
Parking Area by Chili's
10)
September 6, 2014
Charity Car Show
Parking Area by Chili's
11)
October 4, 2014
Charity Car Show
Parking Area by Chili's
12)
October TBD
Halloween Event
Lot by Shoe Carnival
12)
November 1, 2014
Charity Car Show
Parking Area by Chili's
14)
December 6, 2014
Holiday Event
Lot by Shoe Carnival
15)
December 13, 2014
Holiday Event
Lot by Shoe Carnival
16)
TBD
Tenant Grand Opening
TBD
17)
TBD
Tenant Celebration
TBD
18)
TBD
Tenant Anniversary
TBD
19)
TBD
Tenant Birthday
TBD
* Events held thus far in 2014
Legacy Place Car S how - Free family monthly event January through November
Legacy Place Food and Wine - Dine around event with all proceeds benefitting PBG
Police Foundation
Legacy Place Spooktacular - Free family event featuring costume contest,
craft areas, music, entertainment and holiday fun
Legacy Place Winter Wonderland - Free family events featuring holiday
entertainment, craft areas and music
2-1116WOOINq
APR 7 i014
PLANNING&
6L- zown
2014 Legacy Place Events
Tentative Schedule
DATE EVENT LOCATION
January 4 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm-4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants.
February 1 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants.
March 1 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants.
April 12 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation." Car registration is from 2pm — 4 pm. Legacy Place hosts a welcome table with info on the
center and special offerings from merchants.
April 24 Food and Wine Village area in center
The 6th Annual Legacy Place Food and Wine Festival, a celebration of food, wine, beer and spirits under a
beautiful spring sky, is set for Thursday, April 24 from 7 p.m. to 9 p.m. at Legacy Place, 11290 Legacy
Avenue. 750 guests are anticipated. Tickets are $50 for General Admission to include unlimited food
and drink samplings galore, live music, games, entertainment on the WPBF 25 Stage and more. VIP
tickets are $75 per person for extended tastings from 6:30 p.m. to 9:30 p.m. and admission to exclusive
Florida Weekly VIP Lounge within the event. Guests will savor tastings from Capital Grille, Cafe Bistro at
Nordstrom's, Bonefish Grille, Publix Greenwise, Anthony's Coal Fire Pizza, PF Changs, PGA National
Resort & Spa, Cods and Capers, Bagel Boyz and more ... and a variety of wines from vineyards throughout
the world.
All proceeds from the event benefit the Palm Beach Gardens Police Foundation, which helps fund the
purchase of vital equipment and training for the Police Department as well as community outreach and
crime -prevention programs. Sponsors include Legacy Place, Total Wine & More, PGA National, Braman
Motor Cars West Palm Beach and Jupiter, Florida Weekly, Capital Grille, Pier One, Gold Coast Beverages,
Tease ,Me Tequila, KOOL 105.5 and WILD 95.5, WPBF 25, Sign a Rama, VOSS and Brickman. For more
information and to purchase tickets, please visit www.legacyplacefoodandwine.com .
May 3 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants.
June 7 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm.. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants. Plans are in discussion with the Palm Beach Gardens
Police Dept to include car seat safety and other kids programs in the summer shows.
July 5 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants. Plans are in discussion with the Palm Beach Gardens
Police Dept to include car seat safety and other kids programs in the summer shows.
August 2 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants. Plans are in discussion with the Palm Beach Gardens
Police Dept to include car seat safety and other kids programs in the summer shows.
September 6 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do. have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 25.0 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants.
October,4 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach. County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm-4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants.
October TBD Halloween Event Lot by Shoe Carnival
Legacy Place will host a "Spooktacular Saturday" on Saturday, October 25th starting at 2 p.m. with an
afternoon of Halloween-themed activities for all — including your pets! Legacy Place merchants will offer
candy to trick or treaters along with activities including cookie decorating, fall table top decorating
ideas, carve and design a pumpkin and a variety of arts & crafts activities. Legacy Place will provide FREE
glow in the dark trick -or -treat goody bag and activity sheet (while supplies last). 300 families are
expected from 2pm — 5 pm.
November 1 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants.
December 6 Holiday events Lot by Shoe Carnival
One Saturday leading up to Christmas, December 6 — from 12 pm to 3 p.m., Legacy Place will
transform into a magical Wonderland with the opening of North Pole@Legacy Place complete
with bows, holiday gumdrops and elves. Each half hour, "snow" will fall for all to enjoy. North
Pole@Legacy Place will delight those of all ages with a petting zoo, holiday miniature pony
encounter and festive trackless train that will transport passengers to the "North Pole" for a
meet -and -greet with Santa in his splendid carriage sleigh. (Those who prefer can leave Santa a
letter in a -special Express Box.). Each event expects 250 — 300 kids.
December 13 Holiday events . Lot by Shoe Carnival
One Saturday leading up to Christmas, December 13 — from 12 pm to 3 p.m., Legacy Place will
transform into a magical Wonderland with the opening of North Pole@Legacy Place complete
with bows, holiday gumdrops and elves. Each half hour, "snow" will fall for all to enjoy. North
Pole@Legacy Place will delight those of all ages with a petting zoo, holiday miniature pony
encounter and festive trackless train that will transport passengers to the "North Pole" for a
meet -and -greet with Santa in his splendid carriage sleigh. (Those who prefer can leave Santa a
letter in a special Express Box.). Each event expects 250 — 300 kids.
TBD Tenant Grand Opening TBD
Legacy Place anticipates a new tenant that will host a Grand Opening that may require a permit in 2014.
Details including date, time and number of attendees is unknown at this time but CITY guidelines will be
adhered to.
TBD Tenant Celebration TBD
Legacy Place anticipates that an existing tenant may choose to host a celebration that may require a
permit in 2014. Details including date, time and number of attendees is unknown at this time but CITY
guidelines will be adhered to.
TBD Tenant Anniversary TBD
Legacy Place anticipates that an existing tenant may choose to host an anniversary celebration that may
require a permit in 2014. Details including date, time and number of attendees is unknown at this time
but CITY guidelines will be adhered to.
TBD Tenant Birthday TBD
Legacy Place anticipates that an existing tenant may choose to host a birthday celebration that may
require a permit in 2014. Details including date, time and number of attendees is unknown at this time
but CITY guidelines will be adhered to.
2015 Legacy Place Events
Tentative Schedule
EVENT DATE EVENT LOCATION
NO.
1)
January
Charity Car Show
Parking Area by Chili's
2)
February
Charity Car Show
Parking Area by Chili's
3)
March
Charity Car Show
Parking Area by Chili's
4)
April
Charity Car Show
Parking Area by Chili's
5)
April
Food and Wine
Village area in center
6)
May
Charity Car Show
Parking Area by Chili's
7)
June
Charity Car Show
Parking Area by Chili's
8)
July
Charity Car Show
Parking Area by Chili's
9)
August
Charity Car Show
Parking Area by Chili's
10)
September
Charity Car Show
Parking Area by Chili's
11)
October
Charity Car Show
Parking Area by Chili's
12)
October
Halloween Event
Lot by Shoe Carnival
12)
November
Charity Car Show
Parking Area by Chili's
14)
December
Holiday Event
Lot by Shoe Carnival
15)
December
Holiday Event
Lot by Shoe Carnival
16)
TBD
Tenant Grand Opening
TBD
17)
TBD
Tenant Celebration
TBD
18)
TBD
Tenant Anniversary
TBD
19)
TBD
Tenant Birthday
TBD
Legacy Place Car S how - Free family monthly event January through November
Legacy Place Food and Wine - Dine around event with all proceeds benefitting PBG
Police Foundation
Legacy Place Spooktacular - Free family event featuring costume contest,
craft areas, music, entertainment and holiday fun
Legacy Place Winter Wonderland - Free family events featuring holiday
entertainment, craft areas and music
Or COYOF 'N�
PALM WHGDNS
4PR 7 i014
PLANMNG&
� ZONING �
2015 Legacy Place Events
Tentative Schedule
DATE EVENT LOCATION
January Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of .Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm. Legacy Place hosts a welcome table with info on the
center and special offerings from merchants.
February Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm. Legacy Place hosts a welcome table with info on the
center and special offerings from merchants.
March Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm. Legacy Place hosts a welcome table with info on the
center and special offerings from merchants.
e
April Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm. Legacy Place hosts a welcome table with info on the
center and special offerings from merchants.
April Food and Wine Village area in center
The 7th Annual Legacy Place Food and Wine Festival, a celebration of food, wine, beer and spirits under a
beautiful spring sky, is planned for Thursday, April 23 from 7 p.m. to 9 p.m. at Legacy Place, 11290
Legacy Avenue. 750 guests are anticipated. All proceeds from the event benefit the Palm Beach
Gardens Police Foundation, which helps fund the purchase of vital equipment and training for the Police
Department as well as community outreach and crime -prevention programs. More details including
participating restaurants and sponsored will be forthcoming.
May Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legacy Place hosts a welcome table with info on the
center and special offerings from merchants.
June Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants. Plans are in discussion with the Palm Beach Gardens
Police Dept to include car seat safety and other kids programs in the summer shows.
July Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants. Plans are in discussion with the Palm Beach Gardens
Police Dept to include car seat safety and other kids programs in the summer shows.
August Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants. Plans are in discussion with the Palm Beach Gardens
Police Dept to include car seat safety and other kids programs in the summer shows.
September Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legacy Place hosts a welcome table with info on the
center and special offerings from merchants.
October Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm. Legacy Place hosts a welcome table with info on the
center and special offerings from merchants.
October Halloween Event Lot by Shoe Carnival
Legacy Place will host a "Spooktacular Saturday" on Saturday, October 24`h starting at 2 p.m. with an
afternoon of Halloween-themed activities for all — including your pets! Legacy Place merchants will offer
candy to trick or treaters along with activities including cookie decorating, fall table top decorating
ideas, carve and design a pumpkin and a variety of arts & crafts activities. Legacy Place will provide FREE
glow in the dark trick -or -treat goody bag and activity sheet (while supplies last). 300 families are
expected from 2pm — 5 pm.
November Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legacy Place hosts a welcome table with info on the
center and special offerings from merchants.
December Holiday events Lot by Shoe Carnival
One Saturday leading up to Christmas, December 5 — from 12 pm to 3 p.m., Legacy Place will
transform into a magical Wonderland with the opening of North Pole@Legacy Place complete
with bows, holiday gumdrops and elves. Each half hour, "snow" will fall for all to enjoy. North
Pole@Legacy Place will delight those of all ages with a petting zoo, holiday miniature pony
encounter and festive trackless train that will transport passengers to the "North Pole" for a
meet -and -greet with Santa in his splendid carriage sleigh. (Those who prefer can leave Santa a
letter in a special Express Box.). Each event expects 250 — 300 kids.
December Holiday events Lot by Shoe Carnival
One Saturday leading up to Christmas, December 12 — from 12 pm to 3 p.m., Legacy Place will
transform into a magical Wonderland with the opening of North Pole @ Legacy Place complete
with bows, holiday gumdrops and elves. Each half hour, "snow" will fall for all to enjoy. North
Pole @ Legacy Place will delight those of all ages with a petting zoo, holiday miniature pony
encounter and festive trackless train that will transport passengers to the "North Pole" for a
14
meet -and -greet with Santa lmhis splendid carriage sleigh. (Those who prefer can leave Santa
letter in a special Express Box.). Each event expects 250 — 300 kids.
TBD Tenant Grand Opening TBD
Legacy Place anticipates a new tenant that will host a Grand Opening that may require a permit in 201S.
Details including date, time and number of attendees is unknown at this time but CITY guidelines will be
adhered to.
TBD Tenant Celebration TBD
Legacy Place anticipates that an existing tenant may choose to host celebration that may require a
permit in 2015. Details including date, time and number ofattendees is unknown at this time but CITY
guidelines will beadhered to.
TBD Tenant Anniversary TBD
Legacy Place anticipates that mnexisting tenant may choose tohost ananniversary celebration that may
require a permit in 2015. Details including date, time and number ofattendees is unknown at this time
but CITY guidelines will beadhered to.
TBD Tenant Birthday TBD
Legacy Place anticipates that an existing tenant may choose to host birthday celebration that may
require a permit in 2015. Details including date, time and number of attendees is unknown at this time
but CITY guidelines will beadhered to.
1 RESOLUTION 27, 2014
2
3 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
4 BEACH GARDENS, FLORIDA APPROVING ADDITIONAL SPECIAL
5 EVENTS FOR THE LEGACY PLACE PLANNED COMMUNITY
6 DEVELOPMENT (PCD), AS MORE PARTICULARLY DESCRIBED
7 HEREIN; PROVIDING CONDITIONS OF APPROVAL; PROVIDING
8 AN EFFECTIVE DATE; AND FOR OTHER PURPOSES.
9
10 WHEREAS, the City Council, as the governing body of the City of Palm Beach
11 Gardens, Florida, pursuant to the authority in Chapter 163 and Chapter 166, Florida
12 Statutes, and the City's Land Development Regulations, is authorized and empowered
13 to consider petitions related to zoning and land development orders; and
14
15 WHEREAS, the City Council adopted Ordinance 10, 2001, approving the
16 rezoning of approximately 74 acres of land from Planned Development Area (PDA) to
17 Planned Community Development (PCD), and the master site plan for Legacy Place;
18 and r
19
20 WHEREAS, the City Council adopted Resolution 129, 2004, approving an
21 amendment to the site plan to allow the construction of a mixed -use development
22 consisting of 399,000 square feet of commercial space and 69,000 square feet of office
23 space; and
24
25 WHEREAS, the City Council adopted Resolution 108, 2005, approving an
26 amendment to Resolution 89, 2005 to specify certain times for the installation of art in
27 public spaces and to amend certain conditions of approval related to landscaping; and
28
29 WHEREAS, the City Council adopted Resolution 94, 2006, approving the
30 elimination of certain conditions of approval related to the provision of shared parking in
31 the PCD; and
32
33 WHEREAS, the City Council adopted Resolution 35, 2009, approving the
34 placement of 58 banners in the commercial portion of the PCD; and
35
36 WHEREAS, the City Council approved Resolution 77, 2014, approving two (2)
37 additional special events for a total of six (6) events at one (1) location each year, and
38 five (5) additional special events for a total of 17 events each year for the calendar
39 years 2012 and 2013; and
40
41 WHEREAS, Legacy Place PCD is currently zoned Planned Community
42 Development (PCD) and has a future land -use designation of Mixed Use (MXD); and
43
44 WHEREAS, the City Council has considered the evidence and testimony
45 presented by the Applicant and other interested parties and the recommendations of the
46 various City of Palm Beach Gardens reviewing agencies and staff; and
Page 1 of 3
Resolution 27, 2014
WHEREAS, the City Council deems approval of this Resolution to be in the best
interest of the health, safety, and welfare of the residents and citizens of the City of
Palm Beach Gardens and the public at large.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF PALM BEACH GARDENS, FLORIDA that:
SECTION 1. The foregoing recitals are hereby affirmed and ratified.
SECTION 2. The application is hereby APPROVED allowing Legacy Place PCD
to conduct seven (7) additional special events for a total of 19 special events and 11
events at one (1) location for the calendar years 2014 and 2015, which are in addition to
the general requirements otherwise provided by resolution for the real property described
as follows:
(See Exhibit "A" for Legal Description)
SECTION 3. This approval is subject to the following conditions, which shall be
the responsibility of and binding upon the Applicant, its successors, or assigns:
1. A complete Special Events permit application and applicable fee shall be
submitted for each individual event for review by the City. No event shall
take place prior to the issuance of a Special Event Permit. (Planning and
Zoning)
2. The special events shall occur in accordance with the schedule of events
submitted for the calendar years 2014 and 2015. Any modifications to the
events listed on the schedule shall be approved by the Director of Planning
and Zoning. (Planning and Zoning)
SECTION 4. This petition is approved subject to strict compliance with the
Exhibits listed below, which are attached hereto and made part hereof as Exhibit "B":
1. 2014 Legacy Place Events - Tentative Schedule, received by the City on
April 7, 2014.
2. 2015 Legacy Place Events — Tentative Schedule, received by the City on
April 7, 2014.
SECTION 5. All representations made by the Applicant or the Applicant's agent
at any public hearing regarding this application are specifically incorporated herein, and
this approval is granted subject to same.
SECTION 6. This Resolution shall become effective immediately upon adoption.
Page 2 of 3
Resolution 27, 2014
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
PASSED AND ADOPTED this day of , 2014.
ATTEST:
Wa
Patricia Snider, CMC, City Clerk
APPROVED AS TO FORM AND
LEGAL SUFFICIENCY
I1-YA
R. Max Lohman, City Attorney
VOTE:
MAYOR PREMUROSO
VICE MAYOR JABLIN
COUNCILMEMBER RUSSO
COUNCILMEMBER TINSLEY
COUNCILMEMBER LEVY
CITY OF PALM BEACH GARDENS, FLORIDA
Robert G. Premuroso, Mayor
AYE NAY ABSENT
G:\attorney_share\RESOLUTIONS\2014\Resolution 27 2014-Legacy Place additional special events.doc
Page 3 of 3
Resolution 27, 2014
EXHIBIT "A"
LEGAL DESCRIPTION:
LEGACY PLACE PCD
THE PLAT OF THE LEGACY PLACE PCD AS RECORDED IN PLATBOOK 90, PAGES
119 THROUGH 121 OF THE PUBLIC RECORDS OF PALM BEACH COUNTY,
FLORIDA.
CONTAINING 74.03 ACRES, MORE OR LESS.
Resolution 27, 2014
EXHIBIT "B"
2014 Legacy Place Events
Tentative Schedule
EVENT DATE EVENT LOCATION
NO.
1)
January 4, 2014
Charity Car Show *
Parking Area by Chili's
2)
February 1, 2014
Charity Car Show *
Parking Area by Chili's
3)
March 1, 2014
Charity Car Show *
Parking Area by Chili's
4)
April 12, 2014
Charity Car Show *
Parking Area by Chili's
5)
April 24,2014
Food and Wine *
Village area in center
6)
May 3, 2014
Charity Car Show
Parking Area by Chili's
7)
June 7, 2014
Charity Car Show
Parking Area by Chili's
8)
July 5, 2014
Charity Car Show
Parking Area by Chili's
9)
August 2, 2014
Charity Car Show
Parking Area by Chili's
10)
September 6, 2014
Charity Car Show
Parking Area by Chili's
11)
October 4, 2014
Charity Car Show
Parking Area by Chili's
12)
October TBD
Halloween Event
Lot by Shoe Carnival
12)
November 1, 2014
Charity Car Show
Parking Area by Chili's
14)
December 6, 2014
Holiday Event
Lot by Shoe Carnival
15)
December 13, 2014
Holiday Event
Lot by Shoe Carnival
16)
TBD
Tenant Grand Opening
TBD
17)
TBD
Tenant Celebration
TBD
18)
TBD
Tenant Anniversary
TBD
19)
TBD
Tenant Birthday
TBD
* Events held thus far in 2014
Legacy Place Car S h ow - Free family monthly event January through November
Legacy Place Food and Wine - Dine around event with all proceeds benefitting PBG
Police Foundation
Legacy Place Spooktacular - Free family event featuring costume contest,
craft areas, music, entertainment and holiday fun
Legacy Place Winter Wonderland - Free family events featuring holiday �
entertainment, craft areas and music CITY'OF G
PAWSMGI)Ns
: D
6APR 7 2814
PLANNING
8
PLANNING&
1144,ZCWING ./
2014 Legacy Place Events
Tentative Schedule
DATE EVENT LOCATION
January 4 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants.
February 1 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants.
March 1 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants.
April 12 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legacy Place hosts a welcome table with info on the
center and special offerings from merchants.
April 24 Food and Wine Village area in center
The 61h Annual Legacy Place Food and Wine Festival, a celebration of food, wine, beer and spirits under a
beautiful spring sky, is set for Thursday, April 24 from 7 p.m. to 9 p.m. at Legacy Place, 11290 Legacy
Avenue. 750 guests are anticipated. Tickets are $50 for General Admission to include unlimited food
and drink samplings galore, live music, games, entertainment on the WPBF 25 Stage and more. VIP
tickets are $75 per person for extended tastings from 6:30 p.m. to 9:30 p.m. and admission to exclusive
Florida Weekly VIP Lounge within the event. Guests will savor tastings from Capital Grille, Cafe Bistro at
Nordstrom's, Bonefish Grille, Publix Greenwise, Anthony's Coal Fire Pizza, PF Changs, PGA National
Resort & Spa, Cods and Capers, Bagel Boyz and more ... and a variety of wines from vineyards throughout
the world.
All proceeds from the event benefit the Palm Beach Gardens Police Foundation, which helps fund the
purchase of vital equipment and training for the Police Department as well as community outreach and
crime -prevention programs. Sponsors include Legacy Place, Total Wine & More, PGA National, Braman
Motor Cars West Palm Beach and Jupiter, Florida Weekly, Capital Grille, Pier One, Gold Coast Beverages,
Tease Me Tequila, KOOL 105.5 and WILD 95.5, WPBF 25, Sign a Rama, VOSS and Brickman. For more
information and to purchase tickets, please visit www.legacyplacefoodandwine.com .
May 3 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants.
June T Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants. Plans are in discussion with the Palm Beach Gardens
Police Dept to include car seat safety and other kids programs in the summer shows.
July 5 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants. Plans are in discussion with the Palm Beach Gardens
Police Dept to include car seat safety and other kids programs in the summer shows.
August 2 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants. Plans are in discussion with the Palm Beach Gardens
Police Dept to include car seat safety and other kids programs in the summer shows.
September 6 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants.
October 4 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants.
October TBD Halloween Event Lot by Shoe Carnival
Legacy Place will host a "Spooktacular Saturday" on Saturday, October 25th starting at 2 p.m. with an
afternoon of Halloween-themed activities for all — including your pets! Legacy Place merchants will offer
candy to trick or treaters along with activities including cookie decorating, fall table top decorating
ideas, carve and design a pumpkin and a variety of arts & crafts activities. Legacy Place will provide FREE
glow in the dark trick -or -treat goody bag and activity sheet (while supplies last). 300 families are
expected from 2pm — 5 pm.
November 1 Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants.
December 6 Holiday events Lot by Shoe Carnival
One Saturday leading up to Christmas, December 6 — from 12 pm to 3 p.m., Legacy Place will
transform into a magical Wonderland with the opening of North Pole@Legacy Place complete
with bows, holiday gumdrops and elves. Each half hour, "snow" will fall for all to enjoy. North
Pole@Legacy Place will delight those of all ages with a petting zoo, holiday miniature pony
encounter and festive trackless train that will transport passengers to the "North Pole" for a
meet -and -greet with Santa in his splendid carriage sleigh. (Those who prefer can leave Santa a
letter in a special Express Box.). Each event expects 250 — 300 kids.
December 13 Holiday events Lot by Shoe Carnival
One Saturday leading up to Christmas, December 13 — from 12 pm to 3 p.m., Legacy Place will
transform into a magical Wonderland with the opening of North Pole@Legacy Place complete
with bows, holiday gumdrops and elves. Each half hour, "snow" will fall for all to enjoy. North
P 'ole@Legacy Place will delight those of all ages with a petting zoo, holiday miniature pony
encounter and festive trackless train that will transport passengers to the "North Pole" for a
meet -and -greet with Santa in his splendid carriage sleigh. (Those who prefer can leave Santa a
letter in a special Express Box.). Each event expects 250 — 300 kids.
TBD Tenant Grand Opening TBD
Legacy Place anticipates a new tenant that will host a Grand Opening that may require a permit in 2014.
Details including date, time and number of attendees is unknown at this time but CITY guidelines will be
adhered to.
TBD Tenant Celebration TBD
Legacy Place anticipates that an existing tenant may choose to host a celebration that may require a
permit in 2014. Details including date, time and number of attendees is unknown at this time but CITY
guidelines will be adhered to.
TBD Tenant Anniversary TBD
Legacy Place anticipates that an existing tenant may choose to host an anniversary celebration that may
require a permit in 2014. Details including date, time and number of attendees is unknown at this time
but CITY guidelines will be adhered to.
TBD Tenant Birthday TBD
Legacy Place anticipates that an existing tenant may choose to host a birthday celebration that may
require a permit in 2014. Details including date, time and number of attendees is unknown at this time
but CITY guidelines will be adhered to.
2015 Legacy Place Events
Tentative Schedule
EVENT DATE EVENT LOCATION
NO.
1)
January
Charity Car Show
Parking Area by Chili's
2)
February
Charity Car Show
Parking Area by Chili's
3)
March
Charity Car Show
Parking Area by Chili's
4)
April
Charity Car Show
Parking Area by Chili's
5)
April
Food and Wine
Village area in center
6)
May
Charity Car Show
Parking Area by Chili's
7)
June
Charity Car Show
Parking Area by Chili's
8)
July
Charity Car Show
Parking Area by Chili's
9)
August
Charity Car Show
Parking Area by Chili's
10)
September
Charity Car Show
Parking Area by Chili's
11)
October
Charity Car Show
Parking Area by Chili's
12)
October
Halloween Event
Lot by Shoe Carnival
12)
November
Charity Car Show
Parking Area by Chili's
14)
December
Holiday Event
Lot by Shoe Carnival
15)
December
Holiday Event
Lot by Shoe Carnival
16)
TBD
Tenant Grand Opening
TBD
17)
TBD
Tenant Celebration
TBD
18)
TBD
Tenant Anniversary
TBD
19)
TBD
Tenant Birthday
TBD
Legacy Place Car S how - Free family monthly event January through November
Legacy Place Food and Wine - Dine around event with all proceeds benefitting PBG
Police Foundation
Legacy Place Spooktacular - Free family event featuring costume contest,
craft areas, music, entertainment and holiday fun
Legacy Place Winter Wonderland - Free family events featuring holiday
entertainment, craft areas and music
,*-- 0nY0F --N
PALMBWGDNS
APR 7 &4
;;UiNNING &
ZONING
2015 Legacy Place Events
Tentative Schedule
DATE EVENT LOCATION
January Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm. Legacy Place hosts a welcome table with info on the
center and special offerings from merchants.
February Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm. Legacy Place hosts a welcome table with info on the
center and special offerings from merchants.
March Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legacy Place hosts a welcome table with info on the
center and special offerings from merchants.
April Charity Car Show Parking Area by Chili's
Legacy Place hosts mfree monthly car show January thmNovember. Over100 vehicles are on display
from antique cans to muscle cars to European sports cars—truk/ something for everyone. Although
there is no charge to attend, axhibitocsdo have a fee and the monies collected any all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25year history of putting on successful car shows and raising funds for area non-profit
organizations inour community. Attendance ranQesfronn250to5OOfrom 4pnnto8pmn-the hours of
operation. Car registration is from 2pmn —4 pm. Legacy Place hosts a welcome table with info on the
center and special offerings from merchants.
April Food and Wine Village area in center
The mAnnual Legacy Place Food and Wine Festival, acelebration offood, wine, beer and spiritsunder a
beautiful spring sky, is planned for Thursday, April 23 from 7 p.m. to 9 p.m. at Legacy Place, 11290
Legacy Avenue. 750 guests are anticipated. All proceeds from the event benefit the Palm Beach
Gardens Police Foundation, which helps fund the purchase of vital equipment and training for the Police
Department as well as community outreach and crime -prevention programs. More details including
participating restaurants and sponsored will beforthcoming.
May Charity Car Show Parking Area by Chili's
Legacy Place hosts free monthly car show January thru Novenmber. Over 1OOvehicles are on display
from antique cars to muscle cars to European sports can;—tnuh something for everyone. Although
there is no charge to attend, exhibitors do have afee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The dub has 25year history ofputting on successful car shows and raising funds for area non-profit
organizations inour community. Attendance rangesfrono25OtoGOOfrorn4prnto8pmo-the hours of
operation, Car registration is from 2pnn —4 pm. Legacy Place hosts a welcome table with info on the
center and special offerings from merchants.
June Charity Car Show Parking Area by Chili's
Legacy Place hosts afree monthly car show January thmNovember. Over 100 vehicles are oodisplay
from antique cars to muscle cars toEuropean sports cars—trubsometh|ng for everyone. Although
theme isnocharge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25year history ofputting on successful car shows and raising funds for area non-profit
organizations inour community. Attendance ranges from 2SOto5DOfrom 4prnto0prn'the hours of
operation. Car registration is from 2pnn —4 pm. Le8cay Place hosts a welcome table with info on the
center and special offerings from merchants. Plans are in discussion with the Palm Beach Gardens
Police Dept toinclude car seat safety and other kids programs inthe summer shows.
July Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants. Plans are in discussion with the Palm Beach Gardens
Police Dept to include car seat safety and other kids programs in the summer shows.
August Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm. Legcay Place hosts a welcome table with info on the
center and special offerings from merchants. Plans are in discussion with the Palm Beach Gardens
Police Dept to include car seat safety and other kids programs in the summer shows.
September Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm. Legacy Place hosts a welcome table with info on the
center and special offerings from merchants.
October Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm -the hours of
operation. Car registration is from 2pm —4 pm. Legacy Place hosts a welcome table with info on the
center and special offerings from merchants.
October Halloween Event Lot by Shoe Carnival
Legacy Place will host a "Spooktacular Saturday" on Saturday, October 24th starting at 2 p.m. with an
afternoon of Halloween-themed activities for all — including your pets! Legacy Place merchants will offer
candy to trick or treaters along with activities including cookie decorating, fall table top decorating
ideas, carve and design a pumpkin and a variety of arts & crafts activities. Legacy Place will provide FREE
glow in the dark trick -or -treat goody bag and activity sheet (while supplies last). 300 families are
expected from 2pm — 5 pm.
November Charity Car Show Parking Area by Chili's
Legacy Place hosts a free monthly car show January thru November. Over 100 vehicles are on display
from antique cars to muscle cars to European sports cars — truly something for everyone. Although
there is no charge to attend, exhibitors do have a fee and the monies collected are all donated to
Hospice of Palm Beach County. Legacy Place works with local car club, Southeast Rods and Customs.
The club has a 25 year history of putting on successful car shows and raising funds for area non-profit
organizations in our community. Attendance ranges from 250 to 500 from 4 pm to 8 pm - the hours of
operation. Car registration is from 2pm — 4 pm. Legacy Place hosts a welcome table with info on the
center and special offerings from merchants.
December Holiday events Lot by Shoe Carnival
One Saturday leading up to Christmas, December 5 — from 12 pm to 3 p.m., Legacy Place will
transform into a magical Wonderland with the opening of North Pole@Legacy Place complete
with bows, holiday gumdrops and elves. Each half hour, "snow" will fall for all to enjoy. North
Pole@Legacy Place will delight those of all ages with a petting zoo, holiday miniature pony
encounter and festive trackless train that will transport passengers to the "North Pole" for a
meet -and -greet with Santa in his splendid carriage sleigh. (Those who prefer can leave Santa a
letter in a special Express Box.). Each event expects 250 — 300 kids.
December Holiday events Lot by Shoe Carnival
One Saturday leading up to Christmas, December 12 — from 12 pm to 3 p.m., Legacy Place will
transform into a magical Wonderland with the opening of North Pole @ Legacy Place complete
with bows, holiday gumdrops and elves. Each half hour, "snow" will fall for all to enjoy. North
Pole @ Legacy Place will delight those of all ages with a petting zoo, holiday miniature pony
encounter and festive trackless train that will transport passengers to the "North Pole" for a
meet -and -greet with Santa in his splendid carriage sleigh. (Those who prefer can leave Santa a
letter in a special Express Box.). Each event expects 250 — 300 kids.
TBD Tenant Grand Opening TBD
Legacy Place anticipates a new tenant that will host a Grand Opening that may require a permit in 2015.
Details including date, time and number of attendees is unknown at this time but CITY guidelines will be
adhered to.
TBD Tenant Celebration TBD
Legacy Place anticipates that an existing tenant may choose to host a celebration that may require a
permit in 2015. Details including date, time and number of attendees is unknown at this time but CITY
guidelines will be adhered to.
TBD Tenant Anniversary TBD
Legacy Place anticipates that an existing tenant may choose to host an anniversary celebration that may
require a permit in 2015. Details including date, time and number of attendees is unknown at this time
but CITY guidelines will be adhered to.
TBD Tenant Birthday TBD
Legacy Place anticipates that an existing tenant may choose to host a birthday celebration that may
require a permit in 2015. Details including date, time and number of attendees is unknown at this time
but CITY guidelines will be adhered to.
CITY OF PALM BEACH GARDENS
CITY COUNCIL
Agenda Cover Memorandum
Meeting Date: May 1, 2014
Resolution 28, 2014
Subject/Agenda Item: Ratification of an Emergency Purchase Order in the amount of
$96,834.00 to D.S. Eakins Construction Corporation for the Repair of a Storm Water Pipe
located underneath Gardens Square Boulevard and Garden Lakes Drive.
[X] Recommendation to APPROVE
If 1 Recommendation to DENY
Reviewed by:
Originating Dept.:
Costs: $96,834.00
Council Action:
Community Services
(Total)
City
2
[ ]Approved
dI
.
$96,834.00
David R6yes
Director of Public
Current FY
[ ] Approved w/
Conditions
R. ax oh an, Esq.
Services and
Emergency
[ ]Denied
Management
Finance m istrator
[ ] Continued to:
Advertised:
Date:
a4j__--
Funding Source:
[ ] Operating
Allan Owens
Attachments:
Paper:
[x ] Other
. Resolution 28, 2014
- Exhibit "A": Quote
Purchasing Director
f _
/�--�-'
[ x Not Required
-------------------------------
Contract/Agreement:
Effective Date:
Km! Ra
Submitted by:
Department Director
N/A
kk
Expiration Date:
N/A
J. E. Dogghney, III
Deputy City Manager
Affected parties
[ X ] Notified
Budget Acct.#:
103.3000.539,4600
Approved by:
City M ager
[ ]Not required
Ron Id M erris
Meeting Date: May 1, 2014
Resolution 28, 2014
Page 2 of 2
BACKGROUND: Gardens Square Boulevard is the only ingress/egress for the Garden
Lakes community, which houses approximately 1,200 residents. In March 2014, a 42-inch
x 300-foot corrugated metal storm water pipe running under Gardens Square Boulevard
ruptured at each end of the pipe, which resulted in two (2) sink holes. The pipe is over 50
years old and has deteriorated beyond repair. An emergency replacement of the pipe was
required to prevent further deterioration of the area, additional property damage, and
alleviate any life, health, and safety concerns.
Staff analyzed several methods of replacement and concluded that installation of a 36-inch
High Density Polyethylene (HDPE) pipe within the existing 42-inch pipe could prevent
further erosion, as well as provide sufficient storm water conveyance. D.S. Eakins
Construction Corporation provided the City with a written quotation to install the new pipe
and repair any collateral damages in the amount of $83,324.00. The quotation was based
on prices and rates from an existing contract with Palm Beach County.
The City's Purchasing Policies and Procedures Manual under Authority to Award
Emergency Purchases states,
"In the event a Department Director, or an authorized designee,
determines that an emergency situation exists which requires an
immediate response, a contract may be awarded regardless of the
amount of expenditure. A purchase order will be issued by the
Purchasing Department upon receipt of acceptable supporting
documentation from the requesting department. However, if the
expenditure is in excess of $65, 000, the City Manager shall present
the circumstances to the City Council for its ratification."
Based upon the policy as described above, the City issued an Emergency Purchase Order
for the repair, and construction began on Monday, March 31, 2014. However, during
construction, an additional 50 feet of pipe underneath Garden Lakes Drive, which
intersects with Gardens Square Boulevard, was found to be in need of replacement. As a
result of this discovery, an additional $13,510.00 was required to complete the project,
bringing the total project cost to $96,834.00. The project is being funded by Gas Tax
Funds. Staff is requesting City Council ratification of the emergency purchase per the
City's purchasing policies.
STAFF RECOMMENDATION: Staff recommends approval of Resolution 28, 2014 as
presented.
1
2
3 RESOLUTION 28, 2014
4
5
6 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
7 BEACH GARDENS, FLORIDA RATIFYING AN EMERGENCY
8 PURCHASE TO D.S. EAKINS CONSTRUCTION CORPORATION
9 FOR A STORM WATER PIPE REPAIR UNDER GARDENS SQUARE
10 BOULEVARD AND GARDEN LAKES DRIVE; PROVIDING AN
11 EFFECTIVE DATE; AND FOR OTHER PURPOSES.
12
13
14 WHEREAS, an emergency replacement of a collapsing storm water pipe running
15 underneath Gardens Square Boulevard and Garden Lakes Drive began on March 31,
16 2014, to prevent further deterioration of the area, additional property damage, and
17 alleviate any life, health, and safety concerns; and
18
19 WHEREAS, based on pricing from an existing contract with Palm Beach County
20 (No. 11-073/GC), an emergency purchase order in the amount of $96,834.00 was
21 issued to D.S. Eakins Construction Corporation to conduct the repairs; and
22
23 WHEREAS, the City Council deems approval of this Resolution to be in the best
24 interest of the health, safety, and welfare of the residents and citizens of the City of
25 Palm Beach Gardens and the public at large.
26
27
28 NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
29 OF PALM BEACH GARDENS, FLORIDA that:
30
31 SECTION 1. The foregoing recitals are hereby affirmed and ratified.
32
33 SECTION 2. The Mayor and City Council hereby ratify the emergency purchase
34 order to D.S. Eakins Construction Corporation in the amount of $96,834.00, attached
35 hereto as Exhibit "A."
36
37 SECTION 3. This Resolution shall become effective immediately upon adoption.
38
39
40 (The remainder of this page intentionally left blank)
41
42
43
44
45
46
Page 1 of 2
Resolution 28, 2014
1
2
3
4
5
6
7
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
PASSED AND ADOPTED this
ATTEST:
Patricia Snider, CMC, City Clerk
APPROVED AS TO FORM AND
LEGAL SUFFICIENCY
R. Max Lohman, City Attorney
VOTE:
MAYOR PREMUROSO
VICE MAYOR JABLIN
COUNCILMEMBER RUSSO
COUNCILMEMBER TINSLEY
COUNCILMEMBER LEVY
day of , 2014.
CITY OF PALM BEACH GARDENS, FLORIDA
Robert G. Premuroso, Mayor
AYE NAY ABSENT
G:\attorney_share\RESOLUTIONS\2014\Resolution 28 2014 - EPO Ratification - DS Eakins.doc
Page 2 of 2
Resolution 28, 2014
EXHIBIT "A"
CORPORATION
HOURLY PROPOSAL
To: City of Palm Beach Gardens Date: 4/8/2014
Attn: Todd Engle Quote Num: 14-5702A
Phone: (561) 804-7012 Page: 1 of 2
Email: tengle@abfl.com Revised
Job Location: Garden Lakes, CPBG Florida. 42" Slip Line
Job Description: Dewater, Excavate, Install 300 LF of 36" HDPE pipe, Tie into existing structures,
Grout between pipes & Restore disturbed areas.
Dear Mr. Engle,
The following is a quote from D. S. Eakins Construction Corp. for the above referenced
project based upon The Palm Beach County Contract #11-073/GC.
Item # Description
Quantity
Unit Price
Price
Labor & Equipment
2 Pipe Crew
120.0 Hours @
$335.00 Per Hour
$40,200.00
4 Dewatering
140.0 Hours @
$40.00 Per Hour
$5,600.00
5 Tri-Axle Dump Truck
50.0 Hours @
$70.00 Per Hour
$3,500.00
Materials
Sub Total =
$49,300.00
MOT
36" DR 32.5 HDPE PIPE
Fusion
Cement, Sand, & Hydro
Concrete Grout & Pump (Allowance)
Curbing (Allowance)
1/2 Minus Crushed Concrete Base
Type S-III Asphalt
Striping (Allowance)
Sod
42" RCP Pipe
Respectfully,
D. Steven Eakins
Vice President
D. S. Eakins Construction
1.0 LS
@
$1,500.00 Each
$1,500.00
300.0 LF
@
$67.00 Per LF
$20,100.00
1.0 LS
@
$5,000.00 Each
$5,000.00
1.0 LS
@
$1,500.00 Each
$1,500.00
1.0 LS
@
$6,600.00 Each
$6,600.00
1.0 LS
@
$2,000.00 Each
$2,000.00
108.0 CY
@
$13.00 Per CY
$1,404.00
30.0 Ton
@
$85.00 Per Ton
$2,550.00
1.0 LS
@
$2,000.00 Each
$2,000.00
1800.0 SF
@
$0.40 Per SF
$720.00
64 LF
@
$65.00 Per LF
$4,160.00
Sub Total =
$47,534.00
Total Estimate =
$96,834.00
POST OFFICE BOX 530185 LAKE PARK, FLORIDA 33403PHONE: (561) 842-0010
FAX: (561) 842-0009
CORPORATION
HOURLY PROPOSAL
To: City of Palm Beach Gardens Date: 4/8/2014
Attn: Todd Engle Quote Num: 14-5702A
Phone: (561) 804-7012 Page: 2 of 2
Email: tengle@pbgfl.com Revised
Job Location: Garden Lakes, CPBG Florida. 42" Slip Line
Job Description: Dewater, Excavate, Install 300 LF of 36" HDPE pipe, Tie into existing structures,
Grout between pipes & Restore disturbed areas.
Project Schedule
ask Name
Duration
City of Palm Beach Gardens
12 days
Mobilize, Pot Hole Utilities, & Install Air
Bags
1 day
Install Dewatering System & Excavate
1 day
Fuse Pipe & Clean Storm Drain
1 day
Install HDPE Pipe, Seal Ends, & Grout
Between Pipes
3 days
Backfill Compact & Remove well point
system
1 day
Install 42" RCP between structures
2 days
Remove Air Bags & Install Base
1 day
Install Asphalt & Grade for Sod
1 day
Cleanup, Install Sod & Demobilize
1 day
* All materials and subcontractors will be billed at Cost per County Contract
* Does Not Include Repairs or Replacements to Irrigation System, Densities, Asbuilts,
or removal of unsuitable materials.
POST OFFICE BOX 530185 LAKE PARK, FLORIDA 33403PHONE: (561) 842-0010
FAX: (561) 842-0009
1 RESOLUTION 33, 2014
2
3 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
4 BEACH GARDENS, FLORIDA RECOGNIZING R. MAX LOHMAN,
5 ESQ. AS THE CITY ATTORNEY AND COMMEMORATING FIVE (5)
6 YEARS OF SERVICE AS SAME; PROVIDING A CONFLICTS
7 CLAUSE AND AN EFFECTIVE DATE; AND FOR OTHER
8 PURPOSES.
9
10 WHEREAS, R. Max Lohman, Esq. has served as the City Attorney of the City of
11 Palm Beach Gardens for five (5) years; and
12
13 WHEREAS, during his tenure, the City Attorney has served as the chief legal
14 advisor and counselor to the City Council, the City Manager, and City Staff; and
15
16 WHEREAS, the City Attorney has provided the City with exceptional and cost-
17 effective legal service, affording the City the ability to reduce the City's legal budget by
18 nearly $200,000 annually during his five (5) years of service; and
19
20 WHEREAS, Mr. Lohman's professionalism and dedication reflects great credit
21 upon himself, the legal profession, and the City of Palm Beach Gardens; and
22
23 WHEREAS, the City Council, as the governing body of the City of Palm Beach
24 Gardens, Florida, wishes to recognize R. Max Lohman, Esq. as the City Attorney of the
25 City of Palm Beach Gardens and commemorate his five (5) years of service in that
26 capacity; and
27
28 WHEREAS, the City Council deems approval of this Resolution to be in the best
29 interests of the health, safety, and welfare of the residents and citizens of the City of
30 Palm Beach Gardens and the public at large.
31
32 NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
33 OF PALM BEACH GARDENS, FLORIDA that:
34
35 SECTION 1. The foregoing recitals are hereby affirmed and ratified.
36
37 SECTION 2. The City Council, as the governing body of the City of Palm Beach
38 Gardens, Florida, hereby recognizes and designates R. Max Lohman, Esq. as the City
39 Attorney of the City of Palm Beach Gardens in commemoration and appreciation of his five
40 (5) years of service to the City of Palm Beach Gardens.
41
42 SECTION 3. All resolutions or parts of resolutions in conflict be and the same
43 are hereby repealed.
44
45 SECTION 4. This Resolution shall become effective immediately upon adoption.
46 1
Resolution 33, 2014
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
PASSED AND ADOPTED this - day of 2014.
ATTEST:
AN
Patricia Snider, CMC, City Clerk
APPROVED AS TO FORM AND
LEGAL SUFFICIENCY
MR
R. Max Lohman, City Attorney
VOTE:
Tjj FA III AILS]VINOWIL
1010111 ZI)GIIII & 1:1
COLINCILMEMBER TINSLEY
COLINCILMEMBER LEVY
M.
Robert G. Premuroso, Mayor
AYE NAY ABSENT
G:\attorney_share\RESOLUTIONS\2014\Resolution 33 2014.docx
I�M
441P.*
PALM BEACH GARDENS
`A unique place to live, learn, work & play"
CITY OF PALM BEACH GARDENS
PURCHASE AWARD TRANSMITTAL
It is the policy of the City of Palm Beach Gardens to consistently purchase goods and services using full and open competition. Solicitations are advertised in a
newspaper of general circulation, and copies are made available through DemandStor, Public Purchase, the City's Purchasing webpage (Vendors List), and the Office of
the City Clerk. Copies of all solicitations, addenda, and award documentation are provided to the Office of the Inspector General. The following summary provides
project information on the procurement action identified below.
SOLICITATION TYPE: Invitation to Bid
TITLE: Repairs to Bridge at Lighthouse Drive
DATE ADVERTISED: 6/9/2013
WAS SOLICITATION OPENLY COMPETED? Yes
FUNDING ACCOUNT INFORMATION: 103.3000.539.6900
CONTRACT NO.: ITB2013-019PW — CHANGE ORDER NO. 4
DEPARTMENT: Community Services
BIDS/PROPOSALS DUE DATE: 7/12/2013
RESPONSES RECEIVED: Seven (7)
CONTRACT VALUE: Four Hundred Forty Thousand Seven Hundred
Thirty Dollars and Nine Cents ($440,730.09)
CONTRACT TERM: Upon Completion OPTIONS TO RENEW: Not Applicable
VENDOR(S): FERREIRA CONSTRUCTION SOUTHERN DIVISION CO, INC.
BACKGROUND: This Agreement was approved by City Council in September 2013 for repairs of the Lighthouse Drive Bridge, as
part of the City's Capital Improvement Program. There have been three (3) Change Orders issued for this project within the
purchasing authority threshold of the City Manager. Those Change Orders were for additional work and repairs not contemplated
at the start of the project.
COMMENTS: Change Order No. 4 will allow the City to replace the pedestrian bridge and relocate and install that bridge near Lilac
Park in an area where it is greatly needed. A new pedestrian bridge, which is more in keeping with the aesthetics of the
community, will be installed on the Lighthouse Bridge.
NAME
SIGNATURE
DATE
Department Head
J. E. Doughney 111
City Attorney
R. Max Lohman
Y
Finance
Allan Owens
'
Purchasing
Kml Ra
Other
LASERFICHE DATA:
Todd Engle
ffI2✓ 2�t
Effective Date: 5/1/2014
Expiration Date: Upon Completion Append to Existing: ITB2014-019PW
PROPOSED e
5 1/2014 J
PROVED
DESIGNEE
❑ NOT APPROVED
❑ DEFERRED
DATE
L
� Yarn Bx�+�vmkry Fr�;'T 1`
CITY OF PALM BEACH GARDENS
MEMORANDUM
DATE: April 24, 2014
TO: Ron Ferris, City Manager
FROM: Todd Engle, P.E., City Engineer
THROUGH: J.E. Doughney, III, Deputy City Manager
SUBJECT: Change Order for the Installation of a new pedestrian bridge at Lighthouse Drive
In December 2013, the City entered into a contract with Ferreira Construction Co., Inc. for the
bridge repairs on Lighthouse Drive. The scope of work included the installation of a new
pedestrian bridge. Once the new pedestrian bridge was installed it was determined that the
bridge selected for the project did not fit the character of the residential community which
surrounds the Lighthouse Drive Bridge. The bridge has been removed and will be reinstalled at
the City's Lilac Park over the Thompson River Canal where this style of bridge will be more
appropriate. Attached to this memo is the approval of the Lilac Park master plan, dated August
8, 2011, which shows the location of the propose bridge. The new location of the bridge was
included on the master plan to allow for pedestrian traffic to move freely from the City's Plant
Drive Park, Palm Beach Gardens High School and Lilac Park to Burns Road Recreation
Campus and the Municipal Complex. It will also allow for better circulation of the exercise trail
and the City's maintenance equipment for the surrounding parks.
The new proposed pedestrian bridge for Lighthouse Drive will be constructed of aluminum and
the color will be unpainted aluminum. The design has a much lower profile and the handrails
will be 42" high and the bridge will be 6-6" wide. The elevation of the bridge will be at the same
height of the existing crossing on the Lighthouse Drive vehicle bridge. This bridge will have a
residential look that should blend into the surrounding neighborhood. See attached pictures of a
similar pedestrian bridge already installed.
Attached for your review and consideration is the change order for Ferreira Construction, Co.
Inc. in the amount of $109,960. Bringing the total contract price to $440,730.09. In addition, 90
days will be added to the Contract Time. There have been three (3) change orders issued to
date totaling $40,882.09 associated with the repair of an outfall adjacent to the bridge, utility
delays due to a deep raw water line, and the removal of the installed pedestrian bridge.
If you have any questions, please do not hesitate to contact me.
CC: File
_s
CITY OF PALM BEACH GARDENS
10500 N. MILITARY TRAIL PALM BEACH GARDENS, FLORIDA 33410-4698
www.pbgfl.com
August 8, 2011
Mr. Todd Engle
City Engineer
City of Palm Beach Gardens
10500 N. Military Trail
Palm Beach Gardens, FL
RE: Petition ADMN-11-07-000420: City of Palm Beach Gardens Lilac Park approval to
construct a park facility to include multipurpose fields, field lighting, path and jogging trail
extensions, bridge, pier, pavilion and parking.
Dear Mr. Engle:
City staff has reviewed the above -referenced petition requesting an Administrative
Amendment for improvements to Lilac Park. The improvements include the following:
• Multipurpose field
• Basketball Court
• Field lighting for multipurpose field
• Path and Jogging trail extensions
• Bridge addition over Thompson River
• Pier addition to lake
• 20 foot x 20 foot pavilion: color and materials to match existing pavilion
• Parking: 15 parking spaces added to existing east parking lot, located adjacent to
multipurpose field
Pursuant to Section 78-48(g) of the City's Land Development Regulations, entitled "Site Plan
Review, Administrative Site Plan Changes," the City hereby grants Administrative Approval
to Petition ADMN-11-07-000420.
This approval shall be in accordance with the following documents:
• Proposed Site Plan Lilac Street Park, City of Palm Beach Gardens. Drawn Date
11-13-08. Sheet 2 of 2.
• Lilac Park Electrical Site Plan and Legend, EDA Electrical Design Associates.
Dated July 2011. Sheet E-1.
• Musco Lighting Spec Sheet, Musco Sports Lighting, LLC, Dated 1998, 2010.
This approval officially documents the request to construct improvements for the City of Palm Beach
Garden's Lilac Park. The aforementioned plans and documents will be on record in the Planning and
Zoning Department for future reference. if you have any questions, please feel free to contact me at
(561)799-4258.
Sincerely,
ahareh olfs, AICP
Development Compliance and Zoning Manager
Cc: Natalie Crowley, AICP, Director of Planning and Zoning
Scott Danielsky, Chief Building Inspector
David Reyes, Operations Director
Tresha Thomas, Senior Accountant
z. -
f rl,
,0
/6111011111111,1111,
,?
City of Palm Beach Gardens
CHANGE ORDER TO ORIGINAL CONTRACT
CHANGE ORDER NO. Four 4 PROJECT NO. pub0113 DATE: 4/24/2014
PROJECT TITLE: Bridge Repairs at Lighthouse Drive
TO CONTRACTOR: Ferreira Construction Co Inc.
YOU ARE HERESY REQUESTED TO MAKE THE FOLLOWING CHANGES IN THE PLANS AND
SPECIFICATIONS FOR THIS PROJECT AND TO PERFORM THE WORK ACCORDINGLY, SUBJECT
TO ALL CONTRACT STIPULATIONS AND COVENANTS.
JUSTIFICA
SUMMARY OF CONTRACT AMOUNT
ORIGINAL CONTRACT AMOUNT
289,888.00
COST OF CHANGES PREVIOUSLY ORDERED
$40,882.09
ADJUSTED CONTRACT AMOUNT PRIOR TO THIS CHANGE ORDER
$330,770.09
COST OF CONSTRUCTION CHANGES THIS ORDER
109,960.00
ADJUSTED CONTRACTED AMOUNT INCLUDING THIS CHANGE ORDER
$440,730.09
Percent Increase This Change Order
33.24%
Extension Of Contract Time Allowed By This Change
90
Calendar Days
f" TI_rIED . ATE T I hereby certify that the supporting cost data included is, in my
considered opinion, accurate; that the prices quoted aro fair and
reasonable and In proper ratio to the co t a e iginal contracted
for under benefit of com iv biddin
ON, 4G F0_R VP FeZeeAC4- ICTTY PROJEff MANAGE
seal)
TO BE FILLED OUT BY DEPARTMENT INITIATING CHANGE ORDER
DEPARTMENT:
Community Services
Approve as to C rlt nt:
DEP
TE
FINANCE ADMINISTRATOR
DATE
Chancre orders over $65.000 or more than 20% h
CITY OF PALM BEACH GARDENS, FL
ACCOUNT NUMBER:
103.3000.539.6900
PAO
MAYOR/COUNCILMEMBER DATE CITY CLERK DATE
Sinc'V 198S
ERREIRA
CONSTRUCTION CO., INC.
April 23, 2014
City of Palm Beach Garden
Engineering Dept.
10500 North Military Trail
Palm Beach Gardens, FL 33410
Attn: Mr. Todd Engle, P.E.
Project: Install New Gator Bridge Aluminum Pedestrian Bridge at Lighthouse Drive.
Project #: FL14037B
Page 1 of 2
Revised Proposal
Ferreira Construction Southern Division Co, Inc. is pleased to provide this proposal for the above
referenced project. We will provide all supervision, labor, material and equipment necessary to
construct the follow items; please note: This proposal is based on preliminary budget pricing provided to
Ferreira Construction via email from Todd Engle. If cost to acquire bridge exceeds the proposed cost of
$ 54,200 including freight to PBG, This cost will be a change order to the town of Palm Beach Gardens.
1) Install New Pedestrian Bridge at Lighthouse Drive..:.;....;.„..:.....__.......».:.....:...,$ 109,960.00
2) Time Extension for 90 days to 7/7/2014
Exclusions:
• Surveys, layout, as-builts, soil analysis and testing of any type, including vibration monitoring.
• Removal and/or replacement of unsuitable materials of any type.
• All fees, including permit fees.
• Removal, replacement and/or relocation of existing utilities both public and private.
• Pre -drilling for new piles should rock be encountered
• Unknown underground conflicts.
• Changes due to results of site condition analysis,
• Payment and Performance Bond if required shall be at an additional cost.
Clarifications:
• Existing Big R bridge removed from Lighthouse road project
• This proposal based on pile lengths and quantities originally quoted on Lighthouse bridge
• tree removals by others
• fence removals by others
• This proposal is based on the same specifications and conditions contained in the Lighthouse
Drive Bridge Repair contract (ITB2013-019PW) unless noted otherwise.
• No site restoration of any type is included in this proposal.
100 SE Salerno Rd. • Stuart, FL 34997 • Phone: 772-286-5123 • Fax: 772-286-5139
www.ferreiraconstruction.com
An Equal Opportunity Employer
Project: Install New Gator Bridge Aluminum Pedestrian Bridge at lighthouse Drive.
Project M FL14037B
Page 1 of 2
• No scour protection for the additional two intermediate bents is included in this proposal.
• Notifications of any type to affected residents of the additional construction are by the City of
Palm Beach Gardens.
• There is no geotechnical data available for the location of the new intermediate bent being
proposed.
• There are no modifications proposed for the base bridge project, as contained in our proposed
Change Order # 2 are included in this proposal. This includes, but is not limited to, concrete
slabs over existing utilities.
Ferreira Construction Souther
Casey Cass
VP. Ferreira Construction Co.
Date IV �17
CITY OF PALM BEACH GARDENS
PALMBEACH COUNTY, FLORIDA
PROCLAMATION
WHEREAS, The Office of the Municipal Clerk, a time honored and vital part of local
government exists throughout the world; and
WHEREAS, The Office of the Municipal Clerk is the oldest among public servants; and
WHEREAS, The Office of the Municipal Clerk provides the professional link between the
citizens, the local governing bodies and agencies of government at other levels; and
WHEREAS, Municipal Clerks have pledged to be ever mindful of their neutrality and
impartiality, rendering equal service to all; and
WHEREAS, The Municipal Clerk serves as the information center on functions of local
government and community; and
WHEREAS, Municipal Clerks continually strive to improve the administration of the affairs
of the Office of the Municipal Clerk through participation in education programs, seminars,
workshops and the annual meetings of their state, province, county and international
professional organizations; and
WHEREAS, it is most appropriate that we recognize the accomplishments of the Office of
the Municipal Clerk.
NOW, THEREFORE, I, Robert G. Premuroso, Mayor of the City of Palm Beach Gardens,
Florida, do hereby proclaim the week, of May 4, 2014 through May 10, 2014, as
MUNICIPAL CLERKS WEEK
in the City of Palm Beach Gardens and further extend appreciation to our Certified
Municipal Clerk, Patricia Snider and to all Municipal Clerks for the vital services they
perform and their exemplary dedication to the communities they represent.
IN WITNESS WHEREOF, I have hereunto set my hand and
caused the Seal of the City of Palm Beach Gardens, Florida, to be
affixed this 1st Day of May, in the year Two Thousand and
Fourteen.
Robert G. Premuroso, Mayor
ATTES'A
Patricia Snider, CMC, City Clerk
CITY OF PALM BEACH GARDENS
PALM BEACH COUNTY, FLORIDA
PROCLAMATION
WHEREAS, safe, clean, and sustainable water resources are essential to Florida's environment,
economy, citizens and visitors; and
WHEREAS, Florida's water supplies are finite, while our population and our need for water
resources continues to increase; and
WHEREAS, water reuse provides a means for conserving and augmenting Florida's precious
water resources; and
WHEREAS, Florida has established the encouragement and promotion of water reuse as state
objectives in Chapters 373 and 403, Florida Statutes, and
WHEREAS, Florida's permitted reuse capacity exceeds 1.7 billion gallons per day (more than 67
percent of Florida's total permitted capacity for all domestic wastewater treatment facilities); and
WHEREAS, Florida leads the nation in reusing 725 million gallons of reclaimed water each day to
conserve freshwater supplies and recharge our freshwater resources, and
WHEREAS, the State of Florida has declared the week of May 18-24, 2014 to be Water Reuse
Week in Florida; and
WHEREAS, The City of Palm Beach Gardens has joined with the State of Florida, the Florida
Department of Environmental Protection, and the South Florida Water Management District in
encouraging and promoting water reuse and conservation; and
WHEREAS, The City of Palm Beach Gardens has implemented a water reuse program and
encourages efficient and effective use of reclaimed water; and
NOW, THEREFORE, I, Robert G. Premuroso, by virtue of the authority vested in me as Mayor of
the City of Palm Beach Gardens, Florida, do hereby proclaim the week of May 18-24, 2014 as:
WATER REUSE WEEK
The City of Palm Beach Gardens is calling upon each citizen and business to help protect our
precious resource by practicing water conservation and to use reclaimed water in an efficient and
effective means. _ �.,-
IN WITNESS WHEREOF, I have hereunto set
my hand and caused the Seal of the City of
Palm Beach Gardens, Florida, to be affixed on
this 1st day of May in the year Two Thousand
and Fourteen.
Attest:
Robert G. Premuroso, Mayor
Patricia Snider, CMC, City Clerk
PROCLAMATION
STA TE OF FLORIDA
CITY OF PALM BEACH GARDENS
WHEREAS, public works services provided in our community are an
integral part of our citizen's everyday lives; and
WHEREAS, the support of an understanding and informed citizenry is
vital to the efcient operation of public works systems and programs such as water,
sewers, streets and highways, public buildings, and solid waste collection; and
WHEREAS, the health, safety and comfort of this community greatly
depends on these facilities and services; and
WHEREAS, the quality and effectiveness of these facilities, as well as their
planning, design, and construction, is vitally dependent upon the efforts and skill of
public works officials; and
WHEREAS, the efficiency of the qualified and dedicated personnel who
staff public works departments is materially influenced by the people's attitude and
understanding of the importance of the work they perform,
WHEREAS, this year's theme is "Public Works: Serving you and your
community" as we celebrate the hard work and dedication of the many public works
professional throughout the world.
NOW, THEREFORE, I, Robert G. Premuroso, by virtue of the authority
vested in me as Mayor of the City of Palm Beach Gardens, Florida, do hereby proclaim
the week of May 18 through May 24, 2014 as
4 TIONAL PUBLIC WORKS WEEK
IN WITNESS WHEREOF, I have hereunto set my hand
and caused the Seal of the City of Palm Beach Gardens,
Florida, to be affixed on this I" day of May in the Year
Two Thousand and Fourteen.
Atte
Robert G. Premuroso, Mayor
Patricia Snider, CMC, City Clerk
CITY OF PALM BEACH GARDENS
PALMBEACH COUNTY, FLORIDA
PROCLAMATION
WHEREAS, the open exchange of public discourse is essential to the democratic system of
government; and
WHEREAS, as a cornerstone of democracy Americans have observed certain rules of
behavior generally known as civility; and
WHEREAS, civility, derived from the Latin words "civitas" meaning city and "civis"
meaning citizen, is behavior worthy of citizens living in a community or in common with
others; and
WHEREAS, displays of anger, rudeness, ridicule, impatience, and a lack of respect and
personal attacks detract from the open exchange of ideas, prevent fair discussion of the
issues, and can discourage individuals from participation in government; and
WHEREAS, civility can assist in reaching consensus on diverse issues and allow for
mutually respectful ongoing relationships; and
WHEREAS, civility can uplift our daily life and make it more pleasant to live in an
organized society; and
WHEREAS, the City, County and Local Government Law Section of The Florida Bar urges
the adoption of a pledge of civility by all citizens in the State of Florida.
NOW, THEREFORE, I, Robert G. Premuroso, Mayor of the City of Palm Beach Gardens, Florida, do
hereby proclaim the month of May 2014, as
CIVILITYMONTH
in the City of Palm Beach Gardens and call upon all citizens to exercise civility toward each
oth
IN WITNESS WHEREOF, I have hereunto set my
hand and caused the Seal of the City of Palm Beach
Gardens, Florida, to be affixed this 1st Day of May, in
the year Two Thousand and Fourteen.
Robert G. Premuroso, Mayor
ATTEST.•
Patricia Snider, CMC, City Clerk
CITY OF PALM BEACH GARDENS
PALM BEACH COUNTY, FLORIDA
PROCLAMATION
WHEREAS, The Congress and President of the United States have designated May 15, 2014 as Peace
Officers' Memorial Day, and the week of May 12y' — I8`h as National Police Week in honor of all
fallen officers and their families; and;
WHEREAS, there are approximately 900, 000 law enforcement officers serving in communities
across the United States, including the dedicated members of the City of Palm Beach Gardens
Police Department, and;
WHEREAS, nearly 60, 000 assaults against law enforcement officers are reported each year,
resulting in approximately 16, 000 injuries, and;
WHEREAS, since the first recorded death in 1791, almost 20, 000 law enforcement officers in
the United States have made the ultimate sacrifice and been killed in the line of duty, including
1 member of the Palm Beach Gardens Police Department, and;
WHEREAS, the names of these dedicated public servants are engraved on the walls of the
National Law Enforcement Officers Memorial in Washington, D.C., and;
WHEREAS, there were 120 law enforcement officers killed in the line of duty during 2012, S of
which were from the State of Florida;
NOW, THEREFORE, I, Robert G. Premuroso, Mayor of the City of Palm Beach Gardens,
formally designates May 12-18, 2014, as;
National Police Week
in the City of Palm Beach Gardens, Florida, and publicly salutes the service of law
enforcement officers in our community and in communities across the nation.
IN WITNESS WHEREOF, I have hereunto set my
hand and caused the Seal of the City of Palm Beach
Gardens, Florida, to be affixed on this I' day of May
in the year Two Thousand and Fourteen.
Robert G. Premuroso, Mayor
Attest:
Patricia Snider, CMC, City Clerk
CITY OF PALM BEACH GARDENS
PALM BEACH COUNTY, FLORIDA
PROCLAMATION
WHEREAS, according to the most recent, comprehensive national study for the number of missing
children, an estimated nearly 800, 000 children younger than 18 were reported missing; and
WHEREAS, on average, there is an estimated average of 2, 000 children reported missing to law -
enforcement agencies daily; and
WHEREAS, approximately 58, 000 of these children are victims of non family abductions and more than
200, 000 are the victims of family abductions; and
WHEREAS, the National Center for Missing and Exploited Children (NCMEQ exists as a resource to
help prevent child abduction and sexual exploitation; help find missing children; and assist victims of
child abduction and sexual exploitation, their families, and the professionals who serve them, and
WHEREAS, National Missing Children's Day is a special time to remember those children who are
missing and give hope to their families; and
WHEREAS, be it further resolved that Palm Beach Gardens urges the participation of local government
law enforcement, schools, community -based organizations, and families in the protection and education
of all individuals about child abduction and sexual exploitation, appropriate protective measures, and
ways to respond and seek help from law enforcement, social services, and the National Center for Missing
& Exploited Children; and
WHEREAS, be it further proclaimed that Palm Beach Gardens encourages all individuals to take 25
minutes to help children stay safer; and
NOW, THEREFORE, I, Robert G. Premuroso, Mayor of the City of Palm Beach Gardens, Florida, do
hereby proclaim May 25`h as
National Missing Children's Day
in the City of Palm Beach Gardens as part of Palm Beach Gardens' continuing efforts to prevent the
abduction and sexual exploitation ofchildren.
IN WITNESS WHEREOF, I have hereunto set my
hand and caused the Seal of the City of Palm Beach
Gardens, Florida, to be affixed this `S` Day of May, in
the year Two Thousand and Fourteen.
Robert G. Premuroso, Mayor
ATTEST.•
Patricia Snider, CMC, City Clerk
CITY OF PALM BEACH GARDENS
CITY COUNCIL
Agenda Cover Memorandum
Meeting Date: May 1, 2014
Ordinance 6, 2014
Subject/Agenda Item: Second Reading and Adoption: Amending Chapter 26.
Elections. at Section 26-8. Initiative and Referendum. by repealing Subsection (g) and
readopting same, as revised, in accordance with Section 163.031, Florida Statutes.
[X] Recommendation to APPROVE
[ ] Recommendation to DENY
Reviewed by:
Originating Dept.:
Costs: $
Council Action:
City Attorney
City Attorney
0
(Total)
[ ] Approved
[ ] Approved w/
R. Loh an, Esq.
$ 0
Conditions
R. ax hman, Esq.
City Attorn y
Current FY
[ ]Denied
Finance Administrator
Funding Source:
[ ] Continued to:
Advertised:
Date:
[ ] Operating
Attachments:
w�
"' A
Paper:
[ ] Other
. Ordinance 6, 2014
Allan Owens
[ X ] Not Required
Contract/Agreement:
Effective Date:
N/A
Expiration Date:
N/A
Submitted by:
De it c r
R. Max L man, Esp.
City Attorney
Affected parties
[ ] Notified
Budget Acct.#:
Approved by:
City Man ger
[ X of required
Ronal M. F rris
Ordinance 6, 2014
Page 2 of 2
BACKGROUND: This Ordinance will amend Chapter 26. Elections. at Section 26-8. of
the City Code of Ordinances in order to revise the percentage of registered voter
signatures necessary to place a citizens' initiative on the ballot from fifteen (15) percent
to ten (10) percent in conformance with Chapter 163, Florida Statutes, and will read as
follows:
(g) Verification. A petition deemed by the clerk to be sufficient as to form, content, and
circulator affidavits shall be promptly delivered to the supervisor for verification of
signatures pursuant to F.S. § 99.097. The petitioners' committee shall pay the
supervisor the fee for verification as required by F.S. § 99.097(4). The supervisor shall
prepare a certificate, which shall be promptly delivered to the clerk, stating the number
of signatures checked, the number verified to be registered electors of the city, and the
number of signatures determined not to be of registered electors of the city. Upon
receipt of the certificate, the clerk shall compare the number of verified signatures to the
number equal to 45 ten (10) percent of the qualified electors of the city as of the last
regular city election, and if the number of verified signatures exceeds the requisite
number, the clerk shall issue a certificate of sufficiency, and transmit a copy by
registered mail to the petitioners' committee, and deliver a copy of the certificate and the
proposed ordinance or the ordinance to be repealed to the members of the city council.
CITY COUNCIL: On April 3, 2014, the City Council approved Ordinance 6, 2014 on
first reading by a vote of 5 to 0.
STAFF RECOMMENDATION: Staff recommends approval of Ordinance 6, 2014 as
presented on second reading.
1 ORDINANCE 6, 2014
2
3
4 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PALM
5 BEACH GARDENS, FLORIDA AMENDING CHAPTER 26.
6 ELECTIONS. AT SECTION 26-8. INITIATIVE AND REFERENDUM.
7 BY REPEALING SUBSECTION (g) AND READOPTING SAME, AS
8 REVISED, IN ACCORDANCE WITH SECTION 163.031, FLORIDA
9 STATUTES; PROVIDING THAT EACH AND EVERY OTHER
10 SECTION AND SUB -SECTION OF CHAPTER 26. ELECTIONS.
11 SHALL REMAIN IN FULL FORCE AND EFFECT AS PREVIOUSLY
12 ADOPTED; PROVIDING A CONFLICTS CLAUSE, A SEVERABILITY
13 CLAUSE, AND AUTHORITY TO CODIFY; PROVIDING AN
14 EFFECTIVE DATE; AND FOR OTHER PURPOSES.
15
16
17 WHEREAS, the City Council desires to amend Chapter 26. Elections. at Section
18 26-8. of the City Code of Ordinances in order to revise the percentage of registered
19 voter signatures necessary to place a citizens' initiative on the ballot from fifteen (15)
20 percent to ten (10) percent in conformance with Chapter 163, Florida Statutes; and
21
22 WHEREAS, the City Council deems approval of this Ordinance to be in the best
23 interests of the health, safety, and welfare of the residents and citizens of the City of
24 Palm Beach Gardens and the public at large.
25
26
27 NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY
28 OF PALM BEACH GARDENS, FLORIDA that:
29
30 SECTION 1. The foregoing recitals are hereby affirmed and ratified.
31
32 SECTION 2. Chapter 26. Elections. of the Code of Ordinances of the City of
33 Palm Beach Gardens, Florida is hereby amended at Section 26-8. Initiative and
34 Referendum. by repealing subsection (g) and readopting same, as revised, in order to
35 revise the percentage of registered voter signatures necessary place a citizens' initiative
36 on the ballot in conformance with state statutes, providing that Section 26-8 shall
37 hereafter read as follows:
38
39 Sec. 26-8. Initiative and referendum.
40
41 (a) — (f) (These subsections shall remain in full force and effect as previously
42 adopted.)
43
44
45
46
Page 1 of 3
1 (g) Verification. A petition deemed by the clerk to be sufficient as to form, content, and
2 circulator affidavits shall be promptly delivered to the supervisor for verification of
3 signatures pursuant to F.S. § 99.097. The petitioners' committee shall pay the
4 supervisor the fee for verification as required by F.S. § 99.097(4). The supervisor shall
5 prepare a certificate, which shall be promptly delivered to the clerk, stating the number
6 of signatures checked, the number verified to be registered electors of the city, and the
7 number of signatures determined not to be of registered electors of the city. Upon
8 receipt of the certificate, the clerk shall compare the number of verified signatures to the
9 number equal to 4-5 ten (10) percent of the qualified electors of the city as of the last
10 regular city election, and if the number of verified signatures exceeds the requisite
11 number, the clerk shall issue a certificate of sufficiency, and transmit a copy by
12 registered mail to the petitioners' committee, and deliver a copy of the certificate and the
13 proposed ordinance or the ordinance to be repealed to the members of the city council.
14
15 (h) - 0) (These subsections shall remain in full force and effect as previously
16 adopted.)
17
18 SECTION 3. All ordinances or parts of ordinances in conflict be and the same
19 are hereby repealed.
20
21 SECTION 4. Should any section or provision of this Ordinance or any portion
22 thereof, any paragraph, sentence, or word be declared by a Court of competent
23 jurisdiction to be invalid, such decision shall not affect the validity of the remainder of
24 this Ordinance.
25
26 SECTION 5. Specific authority is hereby given to codify this Ordinance.
27
28 SECTION 6. This Ordinance shall become effective immediately upon adoption.
29
30
31 (The remainder of this page intentionally left blank)
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
Page 2 of 3
Ordinance 6, 2014
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
PASSED this 3 0 day of .11 p VLI L- , 2014, upon first reading.
PASSED AND ADOPTED this
second and final reading.
CITY OF PALM BEACH GARDENS
BY:
Robert G. Premuroso, Mayor
Eric Jablin, Vice Mayor
Joseph R. Russo, Councilmember
Marcie Tinsley, Councilmember
David Levy, Councilmember
ATTEST:
Patricia Snider, CMC, City Clerk
APPROVED AS TO FORM AND
LEGAL SUFFICIENCY
R. Max Lohman, City Attorney
d ay of
FOR
G:\attorney_share\ORDINANCES\2014\Ordinance 6 2014 - Initiative Percentage.docx
, 2014, upon
AGAINST ABSENT
Page 3of3
CITY OF PALM BEACH GARDENS
CITY COUNCIL
Agenda Cover Memorandum
Meeting, Date: May 1, 2014
Ordinance 7, 2014
SUBJECT/AGENDA ITEM
City -Initiated Amendment to the Land Development Regulations
Consideration for Approval: A City-inated request to amend the City's Land
Development Regulations (LDRs) in order to amend the compliance deadlines for
landscaping and signage for the Northlake Boulevard Overlay Zone (NBOZ).
[X] Recommendation to APPROVE
[ ] Recommendation to DENY
Reviewed by:
Originating Dept.:
Finance:
Council Action:
Director of Planning &
Planning & Zoning:
Accountant
Approved
Zoning
Project Manager
Approved w/
N/A
Tresha Thomas
Conditions
Al C
]Denied
Dawn C. Sonneborn,
'6
Fees Paid: N/A
Continued to:
Natalie V. Crowley, AICP
AICP, Principal
Planner
Development Compliance
Funding Source:
[ ] Quasi — Judicial
[X] Legislative
Operating
[X] Public Hearing
[X] Other N/A
BWa—reh Wolfs, AICP
Budget Acct.#:
Advertised:
Attachments:
City ttorne
[X] Required
N/A
.Ordinance 10, 2011
[ ] Not Required
Contract/Agreement:
# April 1, 2014 Northlake
Effective Date:
Date: 4.16.14
Boulevard Task Force
Paper: Palm Beach
NIA
Letter
R. Pax Low'man, Esq.
Post
Expiration Date:
* Ordinance 7, 2014
Approved By:
City Manager
N/A
* Copies of Referenced
Affected parties:
Land Development
[X] Not Required
Code Sections 78-225
]Notified
(c)(1); 78-7141, 78-715;
78-716; and 78-717
Ronal K4;,reterris
Meeting Date: May 1, 2014
Ordinance 7, 2014
Page 2 of 6
EXECUTIVE SUMMARY
This City -initiated amendment to the Land Development Regulations (LDRs) will amend
certain subsections of the'Northlake Boulevard Overlay Zone (NBOZ). Currently, the
landscape and signage sections of the NBOZ have compliance deadlines of May 31,
2014. The City is amending the current compliance deadlines to grant relief from the
enforcement of these regulations to its business community by removing the date of
certain references and replacing them with the same applicability provisions as provided
in the General Provisions section of the NBOZ and in Article VI. Nonconformities of the
Land Development Regulations. The general provisions of the NBOZ apply to all
existing and future development within the boundaries of the NBOZ and trigger
conformance with the provisions when new development occurs or when renovations,
additions, or redevelopment occur. Additionally, minor modifications are being
proposed to provide for internal consistency throughout the Code.
WMMORM
On August 21, 1997, the City entered into an Interlocal Agreement with the Village of
North Palm Beach, the Town of Lake Park, and Palm Beach County to create a
Northlake Boulevard Corridor Task Force in order to improve the appearance of the
commercial area of Northlake Boulevard between Military Trail and U.S. Highway One
via Resolution 57, 1997. The City adopted the NBOZ on September 4, 2002, by
Ordinance 30, 2002. At that time, the Overlay regulations included conformance
provisions for both landscaping and signage of eight (8) and ten (10) years from the
date of adoption, respectively. The deadline was May 31, 2011 for landscaping
elements and May 31, 2013 for signage and outdoor displays.
In 2011, the City Council determined that the compliance deadlines for the NBOZ of
May 31, 2011 (eight (8) years) for landscaping and May 31, 2013 (ten (10) years) for
signage should both be extended to May 31, 2014, and the City adopted Ordinance 10,
2011 (attached). At that time, the extension was intended to provide relief from
complying with the mandated dates in light of the poor economic conditions during that
time.
It is now the intent of the City to remove both of the May 31, 2014, dates for landscaping
and signage conformance and apply the same applicability standards that are provided
in the General Provisions section of the NBOZ and in Article VI. Nonconformities of the
Land Development Regulations. This will provide consistency throughout the NBOZ.
The text amendment revises LDR Sections 78-228 and 78-229, which regulate projects
located within the NBOZ (deletions are struck, new language is underlined):
Meeting Date: May 1, 2014
Ordinance 7, 2014
Page 3 of 6
F-11 :4 Il 101 111411OW14 11!2:2 94L 14 z k CI ZYMBIRY11-:1
Sec. 78-228. Landscape elements.
(a) (This subsection shall remain in full force and effect as previously adopted.)
(b) Administration.
(1) Applicability. The provisions of this section shall apply to all existing and future
development within the boundaries of the NBOZ as follows:
a. New development. All new development.
b. Existing development All existing development shall conform with the
provisions of thethis section by a date GeFtain ef May 31-,-2444in
accordance with Section 78-225. and Sections 78-714. - 78-717. of the
City's Land Development Regulations.
(2)-(4) (These subsections shall remain in full force and effect as previously
adopted.)
(c) Nonconforming landscape areas. See subsection 78-228(b)(1)b. above.
Meeting Date: May 1, 2014
Ordinance 7, 2014
Page 4 of 6
WTV. qI
.r.139. . . - . -
. .... 1,4
. . . ....... . ....... . ...... . .....
"MW&A
(d) — (o) (These subsections shall remain in full force and effect as previously
adopted.)
Staff comment: The proposed changes refer to the existing sections of the City's
nonconforming standards and remove duplicative and conflicting standards
which have been placed in the NBOZ for the purposes of landscaping.
Sec. 78-229. Signage and Outdoor Displays
(a) General provisions.
(1) (This subsection shall remain in full force and effect as previously adopted.)
(2) Nonconforming signs. A nonconforming sign is any sign which was established
pursuant to the issuance of a sign permit on or before the effective date of these
regulations, and which is rendered nonconforming by the provisions of this
section.
a. All accessory signs, wall signs, freestanding signs, awning signs, pole
signs, and ground signs erected within the corridor that do not conform to
the terms regulations of this section shall conform by a date GertaiR of M
31, 2014 eF be removed fFem the pFemises in accordance with Section 78-
225. and Sections 78-714. — 78-717. of the City's Land Development
Regulations.
FMVZI .1, r.T:.-.W T Ir.11,17-TV721
NW.I I
R .. ........iWAM
m.
et-,
Meeting Date: May 1, 2014
Ordinance 7, 2014
Page 5 of 6
................ . . .....
.................
........... .... . ..
Y., I C Z T I MV Y."M
PUM
1. 141111 4kV.IfAWVWa ... IN
M.15=71172T.'s ".XI
(These subsections shall remain in full force and effect as previously
adopted.)
(b) — (k) (These subsections shall remain in full force and effect as previously
adopted.)
Staff comment: The proposed changes again remove duplicative and conflicting
standards and refer to the City's existing nonconforming standards which have
been placed in the NBOZ for the purposes of signage.
STAFF ANALYSIS
The proposed change will not hinder the transformation of the Northlake Boulevard
corridor; rather, it will provide reasonable standards which will allow the appropriate
existing codes to apply during redevelopment.
Meeting Date: May 1, 2014
Ordinance 7, 2014
Page 6 of 6
The proposed amendments provide improved consistency language for the NBOZ
district and allow conformance to occur through alterations, renovations, or
redevelopment of properties within the NBOZ, consistent with nonconformity standards
for the entire City. This amendment will eliminate the financial burden to the business
community the date certain would cause, and in light of the redevelopment activity that
has occurred and is envisioned for future growth within the NBOZ.
Some successful redevelopment that has already been completed under this standard
include: Northlake Square East (Target), Northlake Square West, the AT&T building,
Costco, Banyan Tree PUD, North Lake Commons, and Gordon and Doner.
Redevelopment that has been reviewed and approved for the near future is the CVS
Pharmacy at the northeast corner of Military Trail and Northlake Boulevard.
Furthermore, several properties along the corridor are older, smaller parcels with
various nonconformities and will never be able to accommodate certain standards,
particularly the landscape standards, unless major redevelopment occurs.
Ulfl•ilfl � ;l ill � 11 l ;l'ill � ir Ill ��llljiill� ll i 1� Iflaoffim
On April 1, 2014, the City sent a letter to the Northlake Boulevard Task Force informing
them of these amendments (see attached Letter to Northlake Boulevard Task Force).
01=4illilli; r ill �� �'ill 1, ll� ill � i Ill i 1� i A A:
On April 8, 2014, the PZAB recommended approval of the subject petition to the City
Council by a vote of 6 to 0.
STAFF RECOMMENDATION
Staff recommends APPROVAL of Ordinance 7, 2014 on first reading.
3
4
5
6
7
.9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
ORDINANCE 10, 2011
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PALM
BEACH GARDENS, FLORIDA AMENDING CHAPTER 78. LAND
DEVELOPMENT. BY , REVISING SECTION 78-228(b)(1) AND
SECTION - 78-229(a)(2) IN ORDER TO EXTEND THE DEADLINE
FOR SIGNAGE AND LANDSCAPING COMPLIANCE UNDER THE
NORTHLAKE. BOULEVARD OVERLAY ZONE TO MAY 31, 2014;
PROVIDING THAT EACH AND EVERY OTHER SECTION AND
SUBSECTION 'OF CHAP -TER 78. LAND DEVELOPMENT. SHALL
REMAIN IN FULL FORCE AND EFFECT AS PREVIOUSLY
ADOPTED; PROVIDING A CONFLICTS CLAUSE, A SEVERABILITY
CLAUSE, AND AUTHORITY TO CODIFY; PROVIDING AN
EFFECTIVE DATE; AND FOR OTHER PURPOSES.
WHEREAS, the City Council of the City of Palm Beach Gardens has determined
that the current compliance deadlines for the Northlake Boulevard Overlay Zone
(NBOZ) of May 31, 2013, and May 31, 2011, for signage and landscaping should be
extended to May 31, 2014; and
WHEREAS, this Ordinance was reviewed by the Planning, Zoning, and Appeals
Board, sifting as the Local Planning Agency, at a public hearing on April 12, 2011, and
the Board recommended approval by a vote of 7 to 0; and
WHEREAS, the City Council deems approval of this Ordinance to be in the best
interests of the health, safety, and welfare of the residents and citizens of the City of
Palm Beach Gardens and the public at large.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY
OF PALM BEACH GARDENS, FLORIDA that: 6
SECTION 1. Chapter 78. Land Development. of the Code of Ordinances of the
City of Palm Beach Gardens, Florida is hereby amended by revising Section 78-
228(b)(1) and Section 78-229(a)(2); providing that Sections 78-228(b)(1) and 78-
229(a)(2) shall hereafter read as follows:
ARTICLE V. SUPPLEMENTARY DISTRICT REGULATIONS
Sec. 78-228. Landscape elements.
(a) (This subsection shall remain in full force and effect as previously adopted.)
WON=-
Ordinance 10.2011
1 (b). Administration.
2
3 (1) Applicability. The provisions of this section shall apply to all existing and
4 future development within the boundaries of the NBOZ as follows:
5
6 a. New development. All new development. -
7
8. b. Existing development. All existing -development shall conform with the
9 provisions of the section eight years -f m the effeGti e-dates-of these
10 fegulatisns by a date certain of May 31, 2014.
11
12 (2)-(4) (These subsections shall remain in full force and effect as previously
13 adopted.)
14
15 (c)-(o) (These subsections shall remain in full force and effect as previously adopted.)
16
17 Sec. 78-229. Signage and outdoor displays.
18
19 (a) General provisions.
20
21 (1) (This subsection shall remain in full force and effect as previously adopted.)
22
23 (2) Nonconforming signs. A nonconforming sign is any sign which was
24 established pursuant to the issuance of a sign permit on or before the
25 effective date of these regulations, and which is rendered nonconforming by
26 the provisions of this section.
27
28 a. All accessory signs, wall signs, freestanding signs, awning signs, pole
29 signs, and ground signs erected within the corridor that do not conform
30 to the terms of this section shall conform
31 this eve by a date certain of May 31. 2014 or be removed from the
32 premises.
33
34 (b.-e.) (These subsections shall remain in full force and effect as
35 previously adopted.)
36
37 (3)-(6) (These subsections shall remain in full force and effect as previously
38 adopted.)
39
40 (b)-(k) (These subsections shall remain in full force and effect as previously adopted.)
41
42 SECTION 2. All ordinances or parts of ordinances in conflict be and the same are
43 hereby repealed.
44
45
46
Page 2of4
Ordinance 10, 2011
1? . _ -SECTION 3. Should any section or provision of this Ordinance or any portion
2 thereof, any paragraph, sentence,. or word tie declared by a court of competent jurisdiction
3 to be 'invalid, such decision shall not affect the validity of the remainder of this Ordinance.
4
5 SECTION 4. Specific authority is hereby given to codify this Ordinance.
6
7 SECTION 5. This Ordinance shall become effective immediately upon adoption.
8
9
10
11 (The remainder of this page intentionally left blank)
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
Page 3 of 4
Ordinance 10, 2011
1 ,PASSED this day of !` R 7 , 2011, upon first reading.
2
3- PASSED AND ADOPTED this �"day of 'Safi-e 2011, upon
4. second and final reading.
5
'6
7 CITY OF PALM BEACH GARDENS FOR AGAINST ABSENT
8
10 BY:
11 David Levy, M ar
12
14 Robert G.,KrWnuro , Vi ayor
15
16-�`
17 r1R. Russo,- Councilmember
18
19
20 Eric Jablin, Councilmember
21
22 { ,%
23 Marcie T ley, Councilmember
24
/25.
�9 BY.--
1
W7-- -- P riCi"Aider,. CM , City Clerk
31 �-
32
33 APPROVED AS TO FORM
34 LEGAL SUFFICIENCY
35
36
37 BY:
38 R. Ma o an, City Attorney
39 1
40
41
42
43
44
45
46
47 GAattorney_share\0RD1NANCES\2011\0rdinance 10 2011-extend landscape-signage deadline•nboz.docx
Page 4 of 4
CITY OF PALM BEACH GARDENS
16500 N. MILITARY TRAIL PALM BEACH GARDENS, FLORIDA 33410-4698
www.pbgfl.com
April 1, 2014
RE: Northlake Boulevard Overlay Zone — Expiration of date certain for landscape and
signage conformance
Dear Northlake Boulevard Task Force Member:
The purpose of this letter is to inform members of the Northlake Boulevard Task Force that the City
of Palm Beach Gardens will be amending its Land Development Regulations (LDRs) related to the
Northlake Boulevard Overlay Zone (NBOZ) to extend timeframes for compliance with landscape
and signage regulations.
In 2011, the City Council determined that the compliance deadlines for the NBOZ of May 31,. 2011
(eight years) for landscaping and May 31, 2013 (ten years) for signage should both be extended to
May 31, 2014 and the City adopted Ordinance 10, 2011. At that time, the extension was intended to
alleviate the financial burden compliance it may have caused in light of the poor condition of the
current economy.
It is now the intent of the City to remove both of the May 31, 2014 dates for landscaping and signage
conformance and apply the same applicability standards that are provided in the General provisions
section of the NBOZ. This will provide consistency throughout the NBOZ. The general provisions
of the NBOZ apply to all existing and future development within the boundaries of the NBOZ, and
trigger conformance with the provisions when new development occurs or when renovations,
additions, or redevelopment occurs
If you have any questions, please feel free to contact me at (561) 799-4258.
Sincerely,
y
Natalie M. Crowley, AICP
Director of Planning & Zoning
cc: Mayor Bert Premuroso
Vice Mayor Eric Jablin
Council Member Joe Russo
Council Member Marcie Tinsley
Council Member David Levy
Ron Ferris, City Manager
Rebecca Caldwell, Executive Director, Planning, Zoning & Building, Palm Beach County
Dale Sugenman, Ph.D., Town Manager, Town of Lake Park
Ed Green, Village Manager, Village of North Palm Beach
1 . ORDINANCE 7, 2014
2
3
4 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PALM
5 BEACH GARDENS, FLORIDA AMENDING CHAPTER 78. LAND
6 DEVELOPMENT. AT SECTION 78-228. LANDSCAPE ELEMENTS.
7 BY REPEALING AND READOPTING SUBSECTIONS (b)(1)b AND
8 (c), AS REVISED; FURTHER AMENDING SECTION 78-228.
9 LANDSCAPE ELEMENTS. BY DELETING SUBSECTIONS (c)(1)
10 THROUGH (c)(4) IN THEIR ENTIRETY; AMENDING SECTION 78-
11 229. SIGNAGE AND OUTDOOR DISPLAYS. BY REPEALING
12 SUBSECTION (a)(2) AND READOPTING SAME, AS REVISED, AND
13 BY DELETING SUBSECTIONS (a)(3) AND (a)(4) IN ORDER TO
14 REPEAL DEADLINES FOR LANDSCAPING AND SIGNAGE
15 COMPLIANCE UNDER THE NORTHLAKE BOULEVARD OVERLAY
16 ZONE; PROVIDING THAT EACH AND EVERY OTHER SECTION
17 AND SUBSECTION OF CHAPTER 78. LAND DEVELOPMENT.
18 SHALL REMAIN IN FULL FORCE AND EFFECT AS PREVIOUSLY
19 ADOPTED; PROVIDING A CONFLICTS CLAUSE, A SEVERABILITY
20 CLAUSE, AND AUTHORITY TO CODIFY; PROVIDING AN
21 EFFECTIVE DATE; AND FOR OTHER PURPOSES.
22
23
24 WHEREAS, the City Council of the City of Palm Beach Gardens has determined
25 that the current compliance deadlines for the Northlake Boulevard Overlay Zone
26 (NBOZ) of May 31, 2014, for landscaping and signage shall be removed, replacing them
27 with the same applicability provisions as provided in the General Provisions section of
28 the NBOZ and in Article VI. Non conformities. of the Land Development Regulations.
29 The general provisions of the NBOZ apply to all existing and future development within
30 the boundaries of the NBOZ and trigger conformance with the provisions when new
31 development occurs or when renovations, additions, or redevelopment occur; and
32
33 WHEREAS, the Planning, Zoning, and Appeals Board, sitting as the Local
34 Planning Agency, held a public hearing on April 8, 2014, and has recommended
35 approval to the City Council with a vote of 6 to 0; and
36
37 WHEREAS, the City Council deems approval of this Ordinance to be in the best
38 interest of the health, safety, and welfare of the residents and citizens of the City of
39 Palm Beach Gardens and the public at large.
40
41
42 NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY
43 OF PALM BEACH GARDENS, FLORIDA that:
44
45
46
Page 1 of 5
Ordinance 7, 2014
1 SECTION 1. Chapter 78. Land Development. of the Code of Ordinances of the
2 City of Palm Beach Gardens, Florida is hereby amended at Section 78-228. Landscape
3 Elements. by repealing subsections (b)(1)b and (c) and readopting same, as revised;
4 providing that Section 78-228. shall hereafter read as follows:
5
6 Sec. 78-228. Landscape elements.
7
8 (a) (This subsection shall remain in full force and effect as previously adopted.)
9
10 (b) Administration.
11
12 (1) Applicability. The provisions of this section shall apply to all existing and future
13 development within the boundaries of the NBOZ as follows:
14
15 a. New development. All new development.
16
17 b. Existing development. All existing development shall conform with the
18 provisions of thethis section by a date Certain of May 31 24�4in
19 accordance with Section 78-225. and Sections 78-714. - 78-717. of the
20 City's Land Development Regulations.
21
22 (2) - (4) (These subsections shall remain in full force and effect as previously
23 adopted.)
24
25 (c) Nonconforming landscape areas. See subsection 78-228(b)(1)b. above.
26
27
28 date of these Fegulations that do nOt GonfGFM With 11 )ns of this seGtOOR
29 shall he Wncidered nnnrnnfnrminn
30
31
32 the extent of 50 nornont 9F mere of it6 ronlane�m�„eRt vale a at the time of the
33 damage,ttrhreTepiaGement landSGaping-and elem nnnfnrm to all
34 .
35
36
37
38
39 Amendments to the approved
The fellewing types
(3)
plan. of ameRd
40 approved development
shall Fequire the the la
)usly
plan review of
41 f9F the ent*Fe syte using the
minimum !andSGape standards in this
SeGtiE)R:
42
„ peFG_
45
-. b. nr--rt-Qa Ge i R the n um bi-Qr
Page 2 of 5
Ordinance 7, 2014
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
(d) — (o) (These subsections shall remain in full force and effect as previously
adopted.)
SECTION 2. Chapter 78. Land Development. of the Code of Ordinances of the
City of Palm Beach Gardens, Florida is hereby amended at Section 78-229. Signage
and Outdoor Displays. by repealing subsection (a)(2) and readopting same, as revised,
and repealing subsection (a)(3) and (a)(4); providing that Section 78-229. shall hereafter
read as follows:
Sec. 78-229. Signage and outdoor displays.
(a) Genera! provisions.
(1) (This subsection shall remain in full force and effect as previously adopted.)
(2) Nonconforming signs. A nonconforming sign is any sign which was established
pursuant to the issuance of a sign permit on or before the effective date of these
regulations, and which is rendered nonconforming by the provisions of this
section.
a. All accessory signs, wall signs, freestanding signs, awning signs, pole
signs, and ground signs erected within the corridor that do not conform to
the teFrns regulations of this section shall conform
in accordance with Section 78-
225. and Sections 78-714. — 78-717. of the Citv's Land Development
Regulations.
i it
Page 3 of 5
Ordinance 7, 2014
1
extent of ereent Or me -re real eme he time of the
2 �n�-�- �-,�p.a6crrr�c�l�lFaiH2-a�tnczH�h-�r-cr,c
3 darnage, the Ginn may not he Feb iil� nr used ♦Fhereafter unless it nnnforms
4 a� of this .
6 ee Legal b+libeardsthat-aFe s bjeav t to existiRg 6ettlemeRt agFeernents with
7 , and
8 theref Beet to the ed l et ferth in the
�GTe�-a�-�e�-sue a�e�t+�a#�er�-ems#tee-s��r�,-�,�
9 #B8Z
10
11 ,
, }
12 �' i'e'f-to the -a' Gpti ,n of the shall b� si n renred to adheFe o the nre„ia w6
13 �R a+n,-maned u le.
14
15
16
as a result of these regulations may be GGRtiRued OR epeFatiGR and maintained f-
17 ten veers as a legal nonennfOrming sign nrev;ded that:
18
19 a. rlamagedTb+ f min s n��whiiGh e ,,may not brreGnn Gteed or,
20 r�adeF the -terrrmi sra-vrthri--:le6�ttiYlhiall he remeyed Within 'i(1 rlais
21 after the rlamane nr rtestr- 1etion oee- Urs
22
23 h In the event the damage-eF destFGtffi9R is loess than 50 neFGent n�j
r Ian ent value at the time the sign may he restored to its Original
4 rep,�ea���a�r„�-R,��+g„-� ed����
25 Genditien and may GGRtiRue te be displayed.-
26
27
28 ReGessaFy ROR 6tFUGtUFal FepaiFs and inGidental weFk,
29 exteed-eF inteR6ify the-aeRGGRfefMiRgg feat Tres of the sign
30
31 (5)-(6) (These subsections shall remain in full force and effect as previously
32 adopted.)
33
34 (b) - (k) . (These subsections shall remain in full force and effect as previously
35 adopted.)
36
37 SECTION 3. All ordinances or parts of ordinances in conflict be and the same are
38 hereby repealed.
39
40 SECTION 4. Should any section or provision of this Ordinance or any portion
41 thereof, any paragraph, sentence, or word be declared by a court of competent jurisdiction
42 to be invalid, such decision shall not affect the validity of the remainder of this Ordinance.
43
44 SECTION 5. Specific authority is hereby given to codify this Ordinance.
45
46 SECTION 6. This Ordinance shall become effective immediately upon adoption.
Page 4 of 5
Ordinance 7, 2014
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
PASSED this day of
PASSED AND ADOPTED this
second and final reading.
CITY OF PALM BEACH GARDENS
BY:
Robert G. Premuroso, Mayor
Eric Jablin, Vice Mayor
Joseph R. Russo, Councilmember
Marcie Tinsley, Councilmember
David Levy, Councilmember
ATTEST:
Patricia Snider, CMC, City Clerk
APPROVED AS TO FORM AND
LEGAL SUFFICIENCY
R. Max Lohman, City Attorney
, 2014, upon first reading.
day of , 2014, upon
FOR AGAINST ABSENT
G:\attorney_share\ORDINANCES\2014\Ordinance 7 2014-amending landscaping deadlines.docx
Page 5of5
Copies of referenced Land Development Code Sections for your information
Division 3. Northlake Boulevard Overlay Zoning District
• Section 78-225. General provisions (c)(1) of the Northlake Boulevard Overlay Zoning District
Article VI. Nonconformities:
• Section 78-714. Nonconforming uses of land
• Section 78-715. Nonconforming structures and improvements
• Section 78-716. Nonconforming uses of structures or premises
• Section 78-717. Repairs and maintenance.
§ 78-225 PALM BEACH GARDENS CODE
C. East: From Alternate AlA (north side) and Prosperity Farms Road (south side) to
U.S. Highway One.
(3) Minimum requirements. The following provisions of the NBOZ district are the
minimum requirements necessary to accomplish the purposes of the NBOZ and
implement and ensure consistency with the Comprehensive Plan. Development shall
not be undertaken without prior authorization pursuant to the NBOZ.
(c) Applicability.
(1) Applicability. The provisions of the NBOZ district shall apply to all existing and future
development within the boundaries of the NBOZ district as follows:
a. All new development.
b. All renovations, additions, or redevelopment to existing structures where the cost
of such is GREATER than 60 percent of the assessed improvement value of the
parcel, indicated on the most recent tax roll of Palm Beach County Property
Appraiser, or an increase of greater than 20 percent of th ' e square footage of the
existing structure shall conform to 100 perceiit'of the NBOZ regulations.
c . When the use of an existing structure ceases for 180 consecutive days, or as
otherwise determined to be a discontinued or abandoned use by the local zoning
code.
(2) Invalid approvals. Invalid development orders or permits of projects, which have been
revoked or have expired shall be subject to all applicable provisions of the NBOZ.
(3) Conflict with other applicable regulations.
a. When the provisions of the NBOZ district conflict with other jurisdictional
regulations applicable to the site, the most restrictive provisions shall prevail.
b. Provisions addressed within the individual jurisdiction regulations that are not
addressed within the NBOZ district remain applicable in the development or
redevelopment of a site in the NBOZ.
(d) Procedure and regulations.
(1) Submittal procedure. Development or redevelopment within the
I Corridor
to the regulations imposed by the NBOZ district. Compliance with the standards of the
NBOZ shall be demonstrated by submittal of architbetural drawings and a site
development plan or site improvement plan in accordance with the governing juris-
diction. The development order shall reflect the restrictions imposed by the NBOZ.
(2) Use regulations. Restrictions which may be imposed in the NBOZ district shall be
limited to the following:
a. Reducing the number of land uses permitted by right and permitted by condi-
tional use within the NBOZ;
b. Eliminating inappropriate land use within the NBOZ;
C. Limiting maximum building or impervious coverage permitted;
Supp. No. 13 CD78:196.2
LAND DEVELOPMENT § 78-7A
AP.TICLEVI. 'N0NC0NF0RM=S
Lawful noncontormities established. Where.there exists lots, structures, premises or uses, of
land and structures withinth ' e districts established by this division which were lawful at one
would but whicwould now be prohibited; regulated,.or restricted, these, lots, structures; of uses
of land and structures may continue as legal nonconformilties provided' they meet the
conditions established in this article.
(00. No., 17"2000, § 310, 7-20-00; Ord. No.. 34-2001i § 1, 8-15-02)
Siec., 78-712. Nonconforming lots of recordi,
If A lot of record. exists which was platted and. recorded in the office of the clerk of the circuit
court of Palm Beach, County prior to August 18,194, and d6es not conform to minimum area
or dimensional requirements for the zoning district in which it is located, the lot may be used
for any use permitted in. the- district-. A lot of record must comply with other, density and land
development regulations, of the zoning district. Lots of record must be held in separate
ownership and cannot help form or be part of a continuous frontage with.other lots held in the
same ownership.
(Ord. No. 1742000, § 311, 7-2040)
Sec. 78-713. Uses: with minimum lot sizes.
Any use which requires it minimum land area or lot size t n a lot of record
4 izesha,llrto beWdtedo
unless the lot of record complies with. the minimum land area requirement -
(Ord. No. 17-20001 § 31-2, 7-20-00)
Sec. 78-71.4. Nonconforming uses. of land.
'If a legal use of land exists and such- use would no longer be permissible pursuant to the
regulations currently existing and horeafter adopted,, such, use may be continued as a, legal
nonconfbrmity. The use-shall,comply with ail requirements of this chapter, and is subject to the
criteria listed below:
(a) Expansion. A nonconforming use shall not be enlarged, increased, or expanded to
occupy a greater area of land than was previously occupied on the date the use became
non -conforming.. Additional structures'that do not comply With the requirements of
thischapter shall not be erected in connection with such nonconforming use.
(b) Relocation of structures. A nonconforming use shall not be moved in whole or in a part
to another portion of the lot or parcel occupied by that use.
(c) Cessation. of use. If any nonconforming use of land ceases for any reason fbr a period of
more than six consecutive months, any subsequent use of the land shall conform to the
regulations for the district in which located.
(Ord. No. IM000, § 313; 7-20-00; Ord. No; 34-2001i § 1., 84542; Ord. N6: 11,,2013, § 18,
Supp. No. 34 CD78:381
§ 78-715 PALM BEACH GARDENS CODE
ftw� See. 7
if a I structure or improvement existed at one time and the structure or improvement
would not be permitted due to changes or restrictions on area, lot coverage, building height,
required yards, type or amount of landscaping, or other characteristics of the structure or its
location on the lot, the structure or improvement may be continued indefinitely. In .order to
continue indefinitely; the structure or improvement must remain consistent with all applicable
land development regulations, and is subject to the additional standards listed below.
(a) Normal maintenance. Maintenance shall not exceed limits established, in section
784117.
(b) kxpahsin. A structure, or. imp
rovement may V not be expanded, enlarged, or altered in a
Way which increases its nonconformity. A nonconforming structure or improvement may be
expanded if the expansion is consistent with all requirements of this division, subject to
appioval by the 9Z* k The expansion may be approved subject tit the. following standard's.:
(1) The expansion will, reduce the impact of the, nonconformity; and
(2) The expansion will not create additional structures or uses prohibited in- the zoning
district; and
(3) The value of the expansion does not exceed 50 percent of the value of the structure or -
improvements.
(c) Destruction. If a nonconforming structure or improvement is destroyed by any means to
an extent of 50 percent or more of its assessed value as determined in the latest tax Palm
Beach County tax. roll, the structure or improvement shall not be reconstructed except. in
conformity with this division.
(d) Relocation- A nonconforming structure or improvement shall not be relocated or moved
in whole or in a part to any other portion of the lot or parcel occupied by that structure..
(e) Cessation of use. If any tionconf6rming use of a structure ceases for any reason for a
period of more than six consecutive months or for 18 months in three consecutive years, any
subsequent use of the structure shall conform to the regulations of the district in which
located.
(Ord. No. 17-2000, § 315, 7-�0-00; Ord. No. 34-2001, § 1, $-15-02)
M4 See. 78-716. Nonconforming uses of structures or premises:
If a lawful use of a structure or of a structure and, premises in combination existed at one
time that is, not permissible in the zoning district, under the terms of this chapter; the lawful
use may continue so long as it remains otherwise lawful and meets all other land development
regulations, including the standards listed, below.
(a) Expansion. An existing structure devoted to a use not permitted by this chapter in the
zoning district in which it is located shall not be enlarged, extended, constructed, recon-
structed., moved, or structurally altered except in. changing the use of the structure. to a use.
permitted in the district in which it is located. A nonconforming structure or improvement may
Supp. No. 34 CD78:382
LAND DEVELOPMENT § 78-741
be expanded if the expansion is consistent with all requirements of this chapter, subject to
approval by the planning, zoning, and appeals board. The expansion may be approved subject
to the standards of section 78-53.
(b) Normal maintenance. Maintenance shall not exceed limits established in section
78-717.
(c) Supersession. Any structure or structure and land in combination in or on ,which a
nonconforming use is superseded by a permitted use shall thereafter conform to the
regulations for the district in which the structure is located, and the nonconforming use may
not thereafter be resumed.
(d) Cessation of use. When a nonconforming use of a structure or structure and premises in
combination is discontinued or abandoned for six consecutive months or for 18 months in three
consecutive years, the structure or structure and premises in combination shall not thereafter
be used except in conformance with the regulations of the zoning district in which it is located.
(e) Removal or destruction. If nonconforming_ use status applies to a structure and premises
in combination, removal or destruction of the structure shall eliminate the nonconforming
status of the land.
(Ord. No. 17.-2000, § 316, 7-20-00; Ord. No. 34-2001, § 1, 8-15-02; Ord. No. 17-2004, § 5, 6-3-04)
See. 78-717. Repairs and maintenance.
ftm�
Normal maintenance or repair of a nonconforming structures or structures where noncon-
forming uses are located may be performed during any calendar year provided that the value
of improvements do not exceed 20 percent of the assessed value of the structure. Repair or
replacement of nonbearing walls, fixtures, electrical wiring, and plumbing may occur, but are
included within the value limits established herein.
(Ord. No. 17-2000, § 317, 7-20-00; Ord. No. 34-2001, § 1, 8-15-02)
Sec. 78-71& Effect of variance.
The grant of a variance by the BZA shall eliminate a specific nonconformity or nonconformi-
ties, unless the applicant or owner fails to comply with applicable time limits. The grant of a
variance shall place the nonconformity into a conforming status.
(Ord. No. 17-2000, § 318, 7-20-00; Ord. No. 34-2001, § 1, 8-15-02)
Sees. 78.719--78-740. Reserved.
ARTICLE VII. VIOLATIONS AND ENFORCEMENT
Sec. 78-741. Enforcement, violations and penalties.
(a) Enforcement. The provisions of this article shall be administered and enforced by the
growth management director.
Supp. No. 16 CD78:383
CITY OF PALM BEACA GARDE(%S
CITY COUNCIL
Agenda Cover Memorandum
Meeting Date: May 1, 2014
Ordinance 9, 2014
Subject/Agenda Item: Amending the City of Palm Beach Gardens Police Officers'
Retirement Plan.
[X] Recommendation to APPROVE
[ ] Recommendation to DENY I
Reviewed by:
Originating Dept.:
Costs:
Council Action:
Finance
$ 168,000
City Attorney
Z?
(3—Year Total)
[ ] Approved
$0
Approved w/
Allan Owens
Finance Administrator
Current FY
Conditions
Ma an, Esq.—
Denied
Funding Source:
Continued to:
Advertised:
HR Administrator
Date:
] Operating
Attachments:
Paper: Palm Beach
Post
Other
NA
Ordinance 9, 2014
Slimy! �ftuwaft
X ] Not Required
Contract/Agreement:
Submitted by:
Departm irector
Effective Date:
10/1/2013
Expiration Date:
Alan Owens
Finance Administrator
913012016
Affected parties
Notified
Budget Acct.#:
001.1000.521.2210
Approved by:
CityM a er
Not required
001.1030.521.2210
Roriaildp, F rris
Meeting Date: May 1, 2014
Ordinance 9, 2014
Page 2 of 3
BACKGROUND: On March 6, 2014, the City Council approved a new three- (3) year
Collective Bargaining Agreement for Police Officers, Sergeants, and Communications
Operators through September 30, 2016. In addition to the Articles in the Collective
Bargaining Agreement, as part of the package, the City and Police Benevolent
Association reached agreement on issues related to the Police Officers' Retirement
Plan (the "Plan"). These changes need to be adopted by Ordinance, which is before
Council for consideration at this time and approved by the Florida Division of
Retirement, to fully implement the changes to the existing Plan.
Due to amendments to the Plan approved on September 13, 2012, by Ordinance 24,
2012, several cost -saving measures were implemented and would also continue under
the recently approved contract, as follows:
• Reduced the multiplier from 3.5% to 2.75%
• Reduced the maximum benefit from 100% to 75% of the Average Final Monthly
Compensation
• Changed the definition of compensation of pensionable earnings to base pay
The unfunded accrued liability was reduced by $6.7 million, and the annual City
contribution has decreased by $1 million from 2012 due to these pension reform
measures. Under the new contract, the current Plan as modified in 2012 would
continue, along with the following revisions to certain benefits in the third year of the
contract, effective July 1, 2016:
• Changes the eligibility for Normal Retirement for all employees with less than 10
years of creditable service on September 13, 2012, from age 59 with 10 or more
years of creditable service, to age 55 with 10 or more years of creditable service,
or 25 years of service regardless of age.
• Changes the eligibility for entry into the Deferred Retirement Option Plan (DROP)
so that an employee may delay DROP entry until he/she has accrued the
maximum benefit of 75% of his/her Final Average Earnings. Currently, the option
to enter DROP is forfeited if not exercised within the first 25 years of service.
In addition, both parties agreed that the Excess Chapter 185 Contribution Reserve as of
October 1, 2012, will be applied to reduce the City's annual pension contribution
requirement for the 2013-14 and/or 2014-15 plan years. This would be contingent upon
the Florida Division of Retirement's approval of the City's implementing Ordinance. As
a result of these changes, it is anticipated that the City's net required contribution would
be increased by approximately $168,000 over the three- (3) year contract.
Meeting Date: May 1, 2014
Ordinance 9, 2014
Page 3 of 3
CONCLUSION: As a result of the aforementioned changes, the City will continue its
emphasis on cost control and improving the Plan's funding ratio by maintaining the
significant cost -saving measures adopted in 2012, while at the same time offering a
pension plan that is fair and competitive with comparable Palm Beach County police
agencies.
STAFF RECOMMEADATION: Sta-6 recommends approval of Ordinance 9, 2014 as
presented on first reading.
1 ORDINANCE 9, 2014
2
3
4 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PALM
5 BEACH GARDENS, FLORIDA AMENDING CHAPTER 50. POLICE.
6 OF THE CODE OF ORDINANCES OF THE CITY OF PALM BEACH
7 GARDENS, FLORIDA AT ARTICLE 111. POLICE OFFICERS'
8 RETIREMENT TRUST FUND. BY REPEALING SUBSECTION 50-
9 62(c) AND READOPTING SAME, AS REVISED; BY REPEALING
10 SECTION 50-116. NORMAL RETIREMENT. AND READOPTING
11 SAME, AS REVISED; AND BY REPEALING SECTION 50-151.
12 ELIGIBILITY TO PARTICIPATE. AND READOPTING SAME, AS
13 REVISED IN ORDER TO IMPLEMENT THE TERMS OF THE
14 COLLECTIVE BARGAINING AGREEMENT BETWEEN THE CITY
15 OF PALM BEACH GARDENS AND THE PALM BEACH COUNTY
16 POLICE BENEVOLENT ASSOCIATION; PROVIDING THAT EACH
17 AND EVERY OTHER SECTION AND SUB -SECTION OF CHAPTER
18 50. POLICE. SHALL REMAIN IN FULL FORCE AND EFFECT AS
19 PREVIOUSLY ADOPTED; PROVIDING A CONFLICTS CLAUSE, A
20 SEVERABILITY CLAUSE, AND AUTHORITY TO CODIFY;
21 PROVIDING AN EFFECTIVE DATE; AND FOR OTHER PURPOSES.
22
23
24 WHEREAS, the City of Palm Beach Gardens and the Palm Beach County Police
25 Benevolent Association recently entered into a collective bargaining agreement; and
26
27 WHEREAS, the collective bargaining agreement contains certain changes to the
28 Police Officers' Retirement Trust Fund; and
29
30 WHEREAS, to implement the collective bargaining agreement it is necessary to
31 amend the Police Officers' Retirement Trust Fund Ordinance; and
32
33 WHEREAS, the City Council deems approval of this Ordinance to be in the best
34 interests of the health, safety, and welfare of the residents and citizens of the City of
35 Palm Beach Gardens and the public at large.
36
37
38 NOW, THEREFORE, BE IT ORDAINED BY THE CITY OF COUNCIL OF THE
39 CITY OF PALM BEACH GARDENS that:
40
41 SECTION 1. The foregoing recitals are hereby affirmed and ratified.
42
43 SECTION 2. Chapter 50. Police. of the Code of Ordinances of the City of Palm
44 Beach Gardens, Florida is hereby amended at Article Ill. Police Officers' Retirement
45 Trust Fund. by repealing subsection 50-62(c) and readopting same, as revised;
46 providing that Section 50-62. shall hereafter read as follows:
Ordinance 9, 2014
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
Sec. 50-62. Establishment and maintenance of retirement system.
(a) — (b) (These subsections shall remain in full force and effect as previously
adopted.)
(c) The fund shall be maintained in the following manner:
(1) By payment to the fund of the new proceeds of the 0.85 percent excise tax
which may be imposed by the city upon certain casualty insurance
companies on their gross receipts of premiums from holders of policies,
which policies cover property within the corporate limits of the city as
authorized in Chapter 185, Florida Statutes, as amended.
(2) By payment to the fund of eight and sixty one hundredths percent (8.60%)
of the salary of each full-time police officer duly appointed and enrolled as a
member of the city police department; which eight and sixty one hundredths
percent (8.60%) shall be deducted by the city from the compensation due to
the police officer and paid over to the board of trustees of the pension fund
immediately. Notwithstanding the preceding sentence, effective June 5,
2014, the police officer contribution shall be increased by eleven percent
(11 %) of salary (equal to a total increase of $538,552 for all contributing
police officers). Also effective on June 5, 2014, and immediately following
the increase in the police officer contribution provided in the preceding
sentence, the police officer contribution shall be reduced back to eight and
sixty one hundredths percent (8.60%) of salary, using $538,552 from the
Accumulated Excess Chapter 185 Premium Tax Reserve to fund the
reduction in police officer contributions. In implementing the foregoing, no
police officer shall be required to contribute more than eight and sixty one
hundredths percent (8.60%) of salary to the Plan, and the City's annual
pension contribution requirement for the 2013-14 plan year shall be reduced
by an amount equal to $538,552.
(3) By all fines and forfeitures imposed and collected from any police officer
because of the violation of any rule and regulation promulgated by the board
of trustees.
(4) By mandatory payment annually by the city and other sources of a sum
equal to the normal costs and amount required to fund over a 30-year basis
any actuarial deficiency shown by a triennial actuarial valuation. The first
such actuarial valuation shall be conducted for the year ending September
30, 1986.
(5) By all gifts, bequests, and devises when donated to the fund.
Page 2 of 6
Ordinance 9, 2014
1 (6) By all accretions to the fund by way of interest or dividends on bank
2 deposits, or otherwise.
3
4 (7) By all other sources or income now or hereafter authorized by law for the
5 augmentation of the pension fund.
6
7 (d) (This subsection shall remain in full force and effect as previously adopted.)
8
9 SECTION 3. Chapter 50. Police. of the Code of Ordinances of the City of Palm
10 Beach Gardens, Florida is hereby amended at Article 111. Police Officers' Retirement
11 Trust Fund by repealing Section 50-116. Normal Retirement. and readopting same, as
12 revised; providing that Section 50-116. shall hereafter read as follows:
13
14 Sec. 50-116. Normal retirement.
15
16 (a) Date. A member's normal retirement date shall be upon the attainment of age fifty-
17 two (52), provided the officer has at least ten (10) years of service, or upon completion
18 of twenty (20) years of service, regardless of age. Notwithstanding the preceding
19 sentence, for police officers with less than ten (10) years of creditable service on
20 September 13, 2012, and police officers hired on or after that date, the normal
21 retirement date shall be upon the attainment of age fifty-nine (59) and at least ten (10)
22 years of creditable service, and effective July 1, 2016, the normal retirement date for
23 police officers with less than ten (10) years of creditable service on September 13,
24 2012, and police officers hired on or after that date, shall be age fifty-five (55) with at
25 least ten (10) years of creditable service, or twenty-five (25) years of creditable service
26 regardless of age.
27
28 (b) Benefit. The monthly amount of normal retirement benefit payable to a police
29 officer who retires on the normal retirement date shall be an amount equal to 3.5
30 percent multiplied by the number of years of credited service, up to a maximum of one
31 hundred (100) percent, multiplied by average monthly earnings. Notwithstanding the
32 preceding sentence, for police officers who are employed and have not attained the
33 normal retirement date prior to September 13, 2012, the monthly amount of normal
34 retirement benefit payable to a police officer who retires on or after the normal
35 retirement date shall be an amount equal to 3.5 percent multiplied by the number of
36 years of credited service prior to September 13, 2012, the e#eGtive date of this
37 eFdiRanGe, plus 2.75 percent multiplied by the number of years of credited service on
38 and after September 13, 2012 the e#eGtive date of this eFdinaRGe, up to a maximum of
39 seventy-five (75) percent, multiplied by the police officer's average monthly earnings;
40 and for police officers hired on or after September 13, 2012 the e#eGtive date of
41 er-diRaasey the monthly amount of normal retirement benefit payable to a police officer
42 who retires on or after the normal retirement date shall be an amount equal to 2.75
43 percent multiplied by the number of years of credited service on and after September
44 13, 2012 the e#ertive date of this oFdina , up to a maximum of seventy-five (75)
45 percent, multiplied by the police officer's average monthly earnings. In no event will the
46 benefit paid be less than two (2) percent per year of service.
Ordinance 9, 2014
1 (c) Payment. A retired police officers retirement benefit normally shall be payable in
2 the form of a monthly life annuity with one hundred twenty (120) monthly payments
3 guaranteed. This form of annuity provides for a retirement benefit payable monthly to
4 the retired employee during their lifetimes with a guarantee that not less than one
5 hundred twenty (120) monthly retirement benefits shall be paid, even if the retired
6 employee dies prior to the receipt of one hundred twenty (120) payments.
7
8 SECTION 4. Chapter 60. Police. of the Code of Ordinances of the City of Palm
9 Beach Gardens, Florida is hereby amended at Article 111. Police Officers' Retirement
10 Trust Fund by repealing Section 50-151. Eligibility to Participate. and readopting same,
11 as revised; providing that Section 50-151. shall hereafter read as follows:
12
13 Sec. 50-151. Eligibility to participate.
14
15 (a) Any member who is eligible to receive a normal retirement pension may enter into
16 the (DROP) for no more than five (5) years. Members shall elect to participate by
17 applying to the board of trustees on a form provided for that purpose.
18
19 (b) Election to participate shall be forfeited if not exercised within the first twenty-five
20 (25) years of credited service. Notwithstanding the preceding sentence, effective July 1,
21 2016, a member who becomes eligible to participate in the DROP may delay the
22 election to participate in the DROP until such time as the member has accrued the
23 maximum benefit percentage of seventy-five (75) percent. For members who delay the,
24 election to participate in the DROP in accordance with the preceding sentence, the
25 election to participate in the DROP shall be forfeited if not exercised within thirty (30)
26 days following the date on which the member has accrued the maximum benefit
27 percentage of seventy-five (75) percent.
(c) A member shall not participate in the DROP beyond the time of attaining thirty (30)
years of service. Notwithstanding the preceding sentence, effective July 1, 2016, a
member who delays the election to participate in the DROP until such time as the
member has accrued the maximum benefit percentage of sevenly-five (75) percent may
participate in the DROP for a maximum of five (5) years from the date of entry into the
DROP.
36 (d) Upon a member's election to participate in the DROP, he shall cease to be a
37 member, and is precluded from accruing any additional benefit under the pension fund.
38 For all fund purposes, the member becomes a retirant. The amount of credited service
39 and final average monthly earnings freeze as of the date of entry into the DROP.
40
41 SECTIONS. All ordinances or parts of ordinances in conflict be and the same
42 are hereby repealed.
43
44
45
46
Ordinance 9, 2014
1 SECTION 6. Should any section or provision of this Ordinance or any portion
2 thereof, any paragraph, sentence, or word be declared by a Court of competent
3 jurisdiction to be invalid, such decision shall not affect the validity of the remainder of
4 this Ordinance.
5
6 SECTION 7. Specific authority is hereby given to codify this Ordinance.
7
8 SECTION 8. This Ordinance shall become effective immediately upon adoption.
9
10
11 (The remainder of this page intentionally left blank)
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
1��
1074MFSTRIW1 1.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
PASSED this day of 1 2014, upon first reading.
PASSED AND ADOPTED this day of 2014, upon
second and final reading.
CITY OF PALM BEACH GARDENS FOR AGAINST ABSENT
BY:
Robert G. Premuroso, Mayor
Eric Jablin Vice Mayor,
Joseph R. Russo, Councilmember
Marcie Tinsley, Councilmember
David Levy, Councilmember
ATTEST:
BY:
Patricia Snider, CMC, City Clerk
APPROVED AS TO FORM AND
LEGAL SUFFICIENCY
BY:
R. Max Lohman, City Attorney
G:Nattorney_share\ORDINANCES\2014\Ordinanc-e 9 2014 - PBG Police, Pension,docx
Page 6 of 6
jTw*,t : 7 : 0 3
q:6v
CITY OF PALM BEACH GARDENS
COUNCIL AGENDA
May 1, 2014
7:00 P.M.
Mayor Premuroso
Vice Mayor Jablin
Council Member Russo
Council Member Tinsley
Council Member Levy
I. PLEDGE OF ALLEGIANCE
✓ U. ROLL CALL
M. ADDITIONS, DELETIONS. MODIFICATIONS:
IV ANNOUNCEMENTS / PRESENTATIONS:
a. 2013 ANNUAL AUDIT REPORT.
V. ITEMS OF RESIDENT INTEREST AND BOARD/COMMITTEE REPORTS:
VI. CITY MANAGER REPORT:
VH. COMMENTS FROM THE PUBLIC: (For Items Not on the Agenda, please submit
request form to the City Clerk prior to this Item)
VIH. CONSENT AGENDA:
a. APPROVE MINUTES FROM APRIL 3, 2014 CITY COUNCIL MEETING.
b. PURCHASE AWARD — TRANSPORTATION SERVICES — SUMMER CAMP.
C. RESOLUTION 27, 2014 — LEGACY PLACE PCD. A RESOLUTION OF THE
CITY COUNCIL OF THE CITY OF PALM BEACH GARDENS, FLORIDA
APPROVING ADDITIONAL SPECIAL EVENTS FOR THE LEGACY PLACE
PLANNED COMMUNITY DEVELOPMENT (PCD), AS MORE PARTICULARLY
DESCRIBED HEREIN; PROVIDING CONDITIONS OF APPROVAL;
PROVIDING AN EFFECTIVE DATE; AND FOR OTHER PURPOSES.
d. RESOLUTION 28, 2014 - EMERGENCY PURCHASE TO D.S. EAKINS. A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM BEACH
GARDENS, FLORIDA RATIFYING AN EMERGENCY PURCHASE TO D.S.
EAKINS CONSTRUCTION CORPORATION FOR A STORM WATER PIPE
REPAIR UNDER GARDENS SQUARE BOULEVARD AND GARDEN LAKES
DRIVE; PROVIDING AN EFFECTIVE DATE; AND FOR OTHER PURPOSES.
e. RESOLUTION 33, 2014 — RECOGNIZING CITY ATTORNEY. A RESOLUTION
OF THE CITY COUNCIL OF THE CITY OF PALM BEACH GARDENS,
FLORIDA RECOGNIZING R. MAX LOHMAN, ESQ. AS THE CITY ATTORNEY
AND COMMEMORATING FIVE (5) YEARS OF SERVICE AS SAME;
PROVIDING A CONFLICTS CLAUSE AND AN EFFECTIVE DATE; AND FOR
OTHER PURPOSES.
PURCHASE AWARD — CHANGE ORDER FOR LIGHTHOUSE BRIDGE
REFURBISHMENT/REPAIRS.
g. PROCLAMATION — MUNICIPAL CLERKS WEEK.
h. PROCLAMATION —WATER REUSE WEEK —MAY 18-24, 2014.
i. PROCLAMATION — NATIONAL PUBLIC WORKS WEEK.
j. PROCLAMATION — CIVILITY MONTH.
k. PROCLAMATION — NATIONAL POLICE WEEK.
PROCLAMATION — NATIONAL MISSING AND EXPLOITED CHILDREN'S DAY.
IX. PUBLIC HEARINGS: (* Designates Ouasi-Judicial Hearin
a. ORDINANCE 6, 2014 — ELECTIONS. (2"° READING AND ADOPTION). AN
ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PALM BEACH
GARDENS, FLORIDA AMENDING CHAPTER 26. ELECTIONS. AT SECTION
Q� 26-8. INITIATIVE AND REFERENDUM. BY REPEALING SUBSECTION (g) AND
S-� READOPTING SAME, AS REVISED, IN ACCORDANCE WITH SECTION
163.031, FLORIDA STATUTES; PROVIDING THAT EACH AND EVERY OTHER
SECTION AND SUB -SECTION OF CHAPTER 26. ELECTIONS. SHALL
REMAIN IN FULL FORCE AND EFFECT AS PREVIOUSLY ADOPTED;
PROVIDING A CONFLICTS CLAUSE, A SEVERABILITY CLAUSE, AND
AUTHORITY TO CODIFY; PROVIDING AN EFFECTIVE DATE; AND FOR
OTHER PURPOSES.
b. ORDINANCE 7, 2014 — (1'* READING). AMEND THE CITY'S LAND
P0.
DEVELOPMENT REGULATIONS (LDR'S). AN ORDINANCE OF THE CITY
.$L.,L COUNCIL OF THE CITY OF PALM BEACH GARDENS, FLORIDA AMENDING
CHAPTER 78. LAND DEVELOPMENT. AT SECTION 78-228. LANDSCAPE
50 ELEMENTS. BY REPEALING AND READOPTING SUBSECTIONS (b)(1)b AND
(c), AS REVISED; FURTHER AMENDING SECTION 78-228. LANDSCAPE
ELEMENTS. BY DELETING SUBSECTIONS (c)(1) THROUGH (c)(4) IN THEIR
ENTIRETY; AMENDING SECTION 78-229. SIGNAGE AND OUTDOOR
DISPLAYS. BY REPEALING SUBSECTION (a)(2) AND READOPTING SAME,
AS REVISED, AND BY DELETING SUBSECTIONS (a)(3) AND (a)(4) IN
ORDER TO REPEAL DEADLINES FOR LANDSCAPING AND SIGNAGE
COMPLIANCE UNDER THE NORTHLAKE BOULEVARD OVERLAY ZONE;
PROVIDING THAT EACH AND EVERY OTHER SECTION AND SUBSECTION
OF CHAPTER 78. LAND DEVELOPMENT. SHALL REMAIN IN FULL FORCE
AND EFFECT AS PREVIOUSLY ADOPTED; PROVIDING A CONFLICTS
CLAUSE, A SEVERABILITY CLAUSE, AND AUTHORITY TO CODIFY;
PROVIDING AN EFFECTIVE DATE; AND FOR OTHER PURPOSES.
40
nxT . ' �3
S
CITY OF PALM BEACH GARDENS
COUNCIL AGENDA
May 1, 2014
7:00 P.M.
Mayor Premuroso
Vice Mayor Jablin
Council Member Russo
Council Member Tinsley
Council Member Levy
I. L/ PLEDGE OF ALLEGIANCE
II. MOLL CALL
III: ADDITIONS, DELETIONS, MODIFICATIONS:
IV &ANNOUNCEMENTS / PRESENTATIONS:
a. 2013 ANNUAL AUDIT REPORT.
V. ✓ ITEMS OF RESIDENT INTEREST AND BOARD/COMMITTEE REPORTS:
VI. c/CITY MANAGER REPORT:
VII.L,-'COMMENTS FROM THE PUBLIC: (For Items Not on the Agenda, please submit
request form to the City Clerk prior to this Item)
VIII. CONSENT AGENDA:
d a. APPROVE MINUTES FROM APRIL 3, 2014 CITY COUNCIL MEETING.
b. PURCHASE AWARD - TRANSPORTATION SERVICES - SUMMER CAMP.
c. RESOLUTION 27, 2014 - LEGACY PLACE PCD. A RESOLUTION OF THE
CITY COUNCIL OF THE CITY OF PALM BEACH GARDENS, FLORIDA
APPROVING ADDITIONAL SPECIAL EVENTS FOR THE LEGACY PLACE
PLANNED COMMUNITY DEVELOPMENT (PCD), AS MORE PARTICULARLY
DESCRIBED HEREIN; PROVIDING CONDITIONS OF APPROVAL;
PROVIDING AN EFFECTIVE DATE; AND FOR OTHER PURPOSES.
d. RESOLUTION 28, 2014 - EMERGENCY PURCHASE TO D.S. EAKINS. A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM BEACH
GARDENS, FLORIDA RATIFYING AN EMERGENCY PURCHASE TO D.S.
EAKINS CONSTRUCTION CORPORATION FOR A STORM WATER PIPE
REPAIR UNDER GARDENS SQUARE BOULEVARD AND GARDEN LAKES
DRIVE; PROVIDING AN EFFECTIVE DATE; AND FOR OTHER PURPOSES.
4.
e. RESOLUTION 33, 2014 — RECOGNIZING CITY ATTORNEY. A RESOLUTION
OF THE CITY COUNCIL OF THE CITY OF PALM BEACH GARDENS,
FLORIDA RECOGNIZING R. MAX LOHMAN, ESQ. AS THE CITY ATTORNEY
AND COMMEMORATING FIVE (5) YEARS OF SERVICE AS SAME;
PROVIDING A CONFLICTS CLAUSE AND AN EFFECTIVE DATE; AND FOR
OTHER PURPOSES.
PURCHASE AWARD — CHANGE ORDER FOR LIGHTHOUSE BRIDGE
REFURBISHMENT/REPAIRS.
g. PROCLAMATION — MUNICIPAL CLERKS WEEK.
h. PROCLAMATION —WATER REUSE WEEK — MAY 18-24, 2014
PROCLAMATION — NATIONAL PUBLIC WORKS WEEK.
PROCLAMATION — CIVILITY MONTH.
k. PROCLAMATION — NATIONAL POLICE WEEK.
PROCLAMATION — NATIONAL MISSING AND EXPLOITED CHILDREN'S DAY.
IX. PUBLIC HEARINGS: (* Designates Quasi -Judicial Hearing)
a. ORDINANCE 6, 2014 — ELECTIONS. (2ND READING AND ADOPTION). AN
ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PALM BEACH
GARDENS, FLORIDA AMENDING CHAPTER 26. ELECTIONS. AT SECTION
26-8. INITIATIVE AND REFERENDUM. BY REPEALING SUBSECTION (g) AND
READOPTING SAME, AS REVISED, IN ACCORDANCE WITH SECTION
-C� 163.031, FLORIDA STATUTES; PROVIDING THAT EACH AND EVERY OTHER
SECTION AND SUB -SECTION OF CHAPTER 26. ELECTIONS. SHALL
REMAIN IN FULL FORCE AND EFFECT AS PREVIOUSLY ADOPTED;
PROVIDING A CONFLICTS CLAUSE, A SEVERABILITY CLAUSE, AND
AUTHORITY TO CODIFY; PROVIDING AN EFFECTIVE DATE; AND FOR
OTHER PURPOSES.
b. ORDINANCE 7, 2014 — (1st READING). AMEND THE CITY'S LAND
DEVELOPMENT REGULATIONS (LDR'S). AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF PALM BEACH GARDENS, FLORIDA AMENDING
CHAPTER 78. LAND DEVELOPMENT. AT SECTION 78-228. LANDSCAPE
ELEMENTS. BY REPEALING AND READOPTING SUBSECTIONS (b)(1)b AND
(c), AS REVISED; FURTHER AMENDING SECTION 78-228. LANDSCAPE
5-' O ELEMENTS. BY DELETING SUBSECTIONS (c)(1) THROUGH (c)(4) IN THEIR
ENTIRETY; AMENDING SECTION 78-229. SIGNAGE AND OUTDOOR
DISPLAYS. BY REPEALING SUBSECTION (a)(2) AND READOPTING SAME,
AS REVISED, AND BY DELETING SUBSECTIONS (a)(3) AND (a)(4) IN
ORDER TO REPEAL DEADLINES FOR LANDSCAPING AND SIGNAGE
COMPLIANCE UNDER THE NORTHLAKE BOULEVARD OVERLAY ZONE;
PROVIDING THAT EACH AND EVERY OTHER SECTION AND SUBSECTION
OF CHAPTER 78. LAND DEVELOPMENT. SHALL REMAIN IN FULL FORCE
AND EFFECT AS PREVIOUSLY ADOPTED; PROVIDING A CONFLICTS
CLAUSE, A SEVERABILITY CLAUSE, AND AUTHORITY TO CODIFY;
PROVIDING AN EFFECTIVE DATE; AND FOR OTHER PURPOSES.
C. ORDINANCE 9, 2014 — (1ST READING). POLICE OFFICERS' RETIREMENT
TRUST FUND. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
PALM BEACH GARDENS, FLORIDA AMENDING CHAPTER 50. POLICE. OF
THE CODE OF ORDINANCES OF THE CITY OF PALM BEACH GARDENS,
FLORIDA AT ARTICLE III. POLICE OFFICERS' RETIREMENT TRUST FUND.
BY REPEALING SUBSECTION 50-62(c) AND READOPTING SAME, AS
REVISED; BY REPEALING SECTION 50-116. NORMAL RETIREMENT. AND
READOPTING SAME, AS REVISED; AND BY REPEALING SECTION 50-151.
ELIGIBILITY TO PARTICIPATE. AND READOPTING SAME, AS REVISED IN
5.10 ORDER TO IMPLEMENT THE TERMS OF THE COLLECTIVE BARGAINING
AGREEMENT BETWEEN THE CITY OF PALM BEACH GARDENS AND THE
PALM BEACH COUNTY POLICE BENEVOLENT ASSOCIATION; PROVIDING
THAT EACH AND EVERY OTHER SECTION AND SUB -SECTION OF
CHAPTER 50. POLICE. SHALL REMAIN IN FULL FORCE AND EFFECT AS
PREVIOUSLY ADOPTED; PROVIDING A CONFLICTS CLAUSE, A
SEVERABILITY CLAUSE, AND AUTHORITY TO CODIFY; PROVIDING AN
EFFECTIVE DATE; AND FOR OTHER PURPOSES.
X. ' RESOLUTIONS:
XI. V ITEMS FOR COUNCIL ACTION/DISCUSSION:
XII. ✓CITY ATTORNEY REPORT:
XIII. ADJOURNMENT
PLEASE TAKE NOTICE AND BE ADVISED that if any interested party wishes to appeal
any decision made by the City Council with respect to any matter considered at this public
hearing, such interested persons will need a record of the proceedings and may need to ensure
that a verbatim record is made, including the testimony and evidence upon which the appeal is
to be based.
In accordance with the Americans with Disabilities Act and Section 286.26, Florida Statutes,
persons with disabilities needing special accommodations in order to participate in this
proceeding are entitled to the provision of certain assistance at no cost. Please call the City
Clerk's Office at 561-799-4122 no later than 5 days prior to the hearing if this assistance is
required For hearing impaired assistance, please call the Florida Relay Service Numbers:
800-955-8771(TDD) or 800-955-8770 (VOICE).
NOTE:
All presentation materials must be received by
the City Clerk prior to the presentation to the Council.
Please Print
Name: —i
Address: - i-
City: P �..,
Subject:
COMMENTS FROM THE PUBLIC
Request to Address City. Council
CyraPtk'
Q 5o(4rc
r
Gr'r' A-1
Members of the public may address the'City Council during the "Comments by the Public"
portion of the agenda and during "Public Hearings". This Request to Address the Gity
Council must be delivered to the City Clerk prior to the commencement of the meeting.
The time limit for each speaker is limited to three (3) minutes.
COMMENTS FROM THE PUBLIC
Request to Address City Councils,
Please Print
Name: /�'l�i�✓/� /f/�/lj/l U
Address: - /�U�-�'�
City: �1>.
Subject: �7
C
Fi ed,e� SP,�-cam.
Members of the public may address the'City Council during the "Comments by the Public"
portion of the agenda and during "Public Hearings". This Request to Address the City
Council must be delivered to the City Clerk prior to the commencement of the meeting.
The time limit for each speaker is limited to three (3) minutes.
�. COMMENTS FROM THE PUBLIC
Request to Address City Council
Please Print
Name:
Ifs
r-- a I r4r,�*
Members of the public may address the'City Council during the "Comments by the Public"
portion of the agenda and during "Public Hearings". This Request to Address the City
Council must be delivered to the City Clerk prior to the commencement of the meeting.
The time limit for each speaker is limited to three (3) minutes.
COMMENTS FROM THE PUBLIC
Request to Address City Council
Please Pr
Name:
Address:
City:
Subject:
Members of the public may address the'City Council during the "Comments by the Public"
portion of the agenda and during "Public Hearings". This Request to Address the City
Council must be delivered to the City Clerk prior to the commencement of the meeting.
The time limit for each speaker is limited to three (3) minutes.
COMMENTS ROM THE PUBLIC ~�
Request to Address City. Council
Please Print
Addres,s.City:
-
a
Subject:
Members of the public may address the'City Council during the "Comments by the Public"
portion of the agenda and during "Public Hearings". This Request to Address the City
Council must be delivered to the City Clerk prior to the commencement of the meeting.
The time limit for each speaker is limited to three (3) minutes.
COMMENTS FROM THE PUBLIC
Request to Address City Council
Please Print
Name:
Addres,s:
City:
Subject:
Members of the public may address the City Council during the "Comments by the Public"
portion of the agenda and during "Public Hearings". This Request to Address the Gity
Council must be delivered to the City Clerk prior to the commencement of the meeting.
The time limit for each speaker is limited to three (3) minutes.
CITY OF PALM BEACH GARDENS
PALMBEACH COUNTY, FLORIDA
PROCLAMATION
WHEREAS, The Office of the Municipal Clerk, a time honored and vital part of local
government exists throughout the world; and
WHEREAS, The Office of the Municipal Clerk is the oldest among public servants; and
WHEREAS, The Office of the Municipal Clerk provides the professional link between the
citizens, the local governing bodies and agencies of government at other levels; and
WHEREAS, Municipal Clerks have pledged to be ever mindful of their neutrality and
impartiality, rendering equal service to all; and
WHEREAS, The Municipal Clerk serves as the information center on functions of local
government and community; and
WHEREAS, Municipal Clerks continually strive to improve the administration of the affairs
of the Office of the Municipal Clerk through participation in education programs, seminars,
workshops and the annual meetings of their state, province, county and international
professional organizations; and
WHEREAS, it is most appropriate that we recognize the accomplishments of the Office of
the Municipal Clerk.
NOW, THEREFORE, I, Robert G. Premuroso, Mayor of the City of Palm Beach Gardens,
Florida, do hereby proclaim the week of May 4, 2014 through May 10, 2014, as
MUNICIPAL CLERKS WEEK
in the City of Palm Beach Gardens and further extend appreciation to our Certified
Municipal Clerk, Patricia Snider and to all Municipal Clerks for the vital services they
perform and their exemplary dedication to the communities they represent.
IN WITNESS WHEREOF, I have hereunto set my hand and
caused the Seal of the City of Palm Beach Gardens, Florida, to be
affixed this 1s' Day of May, in the year Two Thousand and
Fourteen
Robert G. Premuroso, Mayor
Patricia Snider, (;MC, City Clerk
PROCLAMATION
STATE OF FLORIDA
CITY OF PALM BEACH GARDENS
WHEREAS, public works services provided in our community are an
integral part of our citizen's everyday lives; and
WHEREAS, the support of an understanding and informed citizenry is
vital to the efficient operation of public works systems and programs such as water,
sewers, streets and highways, public buildings, and solid waste collection; and
WHEREAS, the health, safety and comfort of this community greatly
depends on these facilities and services; and
WHEREAS, the quality and effectiveness of these facilities, as well as their
planning, design, and construction, is vitally dependent upon the efforts and skill of
public works officials; and
WHEREAS, the efficiency of the qualified and dedicated personnel who
staff public works departments is materially influenced by the people's attitude and
understanding of the importance of the work they perform,
WHEREAS, this year's theme is "Public Works: Serving you and your
community" as we celebrate the hard work and dedication of the many public works
professional throughout the world.
NOW, THEREFORE, I, Robert G. Premuroso, by virtue of the authority
vested in me as Mayor of the City of Palm Beach Gardens, Florida, do hereby proclaim
the week of May 18 through May 24, 2014 as
4 TIONAL PUBLIC WORKS WEEK
IN WITNESS WHEREOF, I have hereunto set my hand
and caused the Seal of the City of Palm Beach Gardens,
Florida, to be affixed on this 1 s` day of May in the Year
Two Thousand and Fourteen.
Atte
Robert G. Premuroso, Mayor
Patricia Snider, C11C, City Clerk
CITY OF PALM BEACH GARDENS
PALM BEACH COUNTY, FLORIDA
PROCLAMATION
WHEREAS, safe, clean, and sustainable water resources are essential to Florida's environment,
economy, citizens and visitors; and
WHEREAS, Florida's water supplies are finite, while our population and our need for water
resources continues to increase; and
WHEREAS, water reuse provides a means for conserving and augmenting Florida's precious
water resources; and
WHEREAS, Florida has established the encouragement and promotion of water reuse as state
objectives in Chapters 373 and 403, Florida Statutes, and
WHEREAS, Florida's permitted reuse capacity exceeds 1.7 billion gallons per day (more than 67
percent of Florida's total permitted capacity for all domestic wastewater treatment facilities); and
WHEREAS, Florida leads the nation in reusing 725 million gallons of reclaimed water each day to
conserve freshwater supplies and recharge our freshwater resources; and
WHEREAS, the State of Florida has declared the week of May 18-24, 2014 to be Water Reuse
Week in Florida; and
WHEREAS, The City of Palm Beach Gardens has joined with the State of Florida, the Florida
Department of Environmental Protection, and the South Florida Water Management District in
encouraging and promoting water reuse and conservation; and
WHEREAS, The City of Palm Beach Gardens has implemented a water reuse program and
encourages efficient and effective use of reclaimed water; and
NOW, THEREFORE, I, Robert G. Premuroso, by virtue of the authority vested in me as Mayor of
the City of Palm Beach Gardens, Florida, do hereby proclaim the week of May 18-24, 2014 as:
WATER REUSE WEEK
The City of Palm Beach Gardens is calling upon each citizen and business to help protect our
precious resource by practicing water conservation and to use reclaimed water in an efficient and
effective means. _ .x
Attest:
ZL9�
Patricia Snider, CMC, City Clerk
IN WITNESS WHEREOF, I have hereunto set
my hand and caused the Seal of the City of
Palm Beach Gardens, Florida, to be affixed on
this 1st day of May in the year Two Thousand
and Fourteen.
Robert G. Premuroso, Mayor
CITY OF PALM BEACH GARDENS
PALM BEACH COUNTY, FLORIDA
PROCLAMATION
WHEREAS, the open exchange of public discourse is essential to the democratic system of
government; and
WHEREAS, as a cornerstone of democracy Americans have observed certain rules of
behavior generally known as civility; and
WHEREAS, civility, derived from the Latin words "civitas" meaning city and "civis"
meaning citizen, is behavior worthy of citizens living in a community or in common with
others, and
WHEREAS, displays of anger, rudeness, ridicule, impatience, and a lack of respect and
personal attacks detract from the open exchange of ideas, prevent fair discussion of the
issues, and can discourage individuals from participation in government, and
WHEREAS, civility can assist in reaching consensus on diverse issues and allow for
mutually respectful ongoing relationships; and
WHEREAS, civility can uplift our daily life and make it more pleasant to live in an
organized society; and
WHEREAS, the City, County and Local Government Law Section of The Florida Bar urges
the adoption of a pledge of civility by all citizens in the State of Florida.
NOW, THEREFORE, I, Robert G. Premuroso, Mayor of the City of Palm Beach Gardens, Florida, do
hereby proclaim the month of May 2014, as
CIVILITYMONTH
in the City of Palm Beach Gardens and call upon all citizens to exercise civility toward each
oth
IN WITNESS WHEREOF, I have hereunto set my
hand and caused the Seal of the City of Palm Beach
Gardens, Florida, to be affixed this let Day of May, in
the year Two Thousand and Fourteen.
Robert G. Premuroso, Mayor
ATTEST -
Patricia Snider, CMC, City Clerk
CITY OF PALM BEACH GARDENS
PALM BEACH COUNTY, FLORIDA
PROCLAMATION
WHEREAS, according to the most recent, comprehensive national study for the number of missing
children, an estimated nearly 800, 000 children younger than 18 were reported missing; and
WHEREAS, on average, there is an estimated average of 2, 000 children reported missing to law -
enforcement agencies daily; and
WHEREAS, approximately 58, 000 of these children are victims of non family abductions and more than
200, 000 are the victims of family abductions; and
WHEREAS, the National Center for Missing and Exploited Children (NCMEQ exists as a resource to
help prevent child abduction and sexual exploitation; help find missing children; and assist victims of
child abduction and sexual exploitation, their families, and the professionals who serve them, and
WHEREAS, National Missing Children's Day is a special time to remember those children who are
missing and give hope to their families; and
WHEREAS, be it further resolved that Palm Beach Gardens urges the participation of local government
law enforcement, schools, community -based organizations, and families in the protection and education
of all individuals about child abduction and sexual exploitation, appropriate protective measures, and
ways to respond and seek help from law enforcement, social services, and the National Center for Missing
& Exploited Children; and
WHEREAS, be it further proclaimed that Palm Beach Gardens encourages all individuals to take 25
minutes to help children stay safer; and
NOW, THEREFORE, I, Robert G. Premuroso, Mayor of the City of Palm Beach Gardens, Florida, do
hereby proclaim May 25`h as
National Missing Children's Day
in the City of Palm Beach Gardens as part of Palm Beach Gardens' continuing efforts to prevent the
abduction and sexual exploitation of children.
IN WITNESS WHEREOF, I have hereunto set my
hand and caused the Seal of the City of Palm Beach
Gardens, Florida, to be affixed this f st Day of May, in
the year Two Thousand and Fourteen.
Robert G. Premuroso, Mayor
Patricia Snider, CMC City Clerk
CITY OF PALM BEACH GARDENS
PALM BEACH COUNTY, FLORIDA
PROCLAMATION
WHEREAS, The Congress and President of the United States have designated May 15, 2014 as Peace
Officers' Memorial Day, and the week of May 12t` — 18'* as National Police Week in honor of all
fallen officers and their families; and;
WHEREAS, there are approximately 900, 000 law enforcement officers serving in communities
across the United States, including the dedicated members of the City of Palm Beach Gardens
Police Department, and;
WHEREAS, nearly 60, 000 assaults against law enforcement officers are reported each year,
resulting in approximately 16, 000 injuries, and;
WHEREAS, since the first recorded death in 1791, almost 20, 000 law enforcement officers in
the United States have made the ultimate sacrifice and been killed in the line of duty, including
1 member of the Palm Beach Gardens Police Department, and;
WHEREAS, the names of these dedicated public servants are engraved on the walls of the
National Law Enforcement Officers Memorial in Washington, D. C., and;
WHEREAS, there were 120 law enforcement officers killed in the line of duty during 2012, 5 of
which were from the State of Florida;
NOW, THEREFORE, I, Robert G. Premuroso, Mayor of the City of Palm Beach Gardens,
formally designates May 12-18, 2014, as;
National Police Week
in the City of Palm Beach Gardens, Florida, and publicly salutes the service of law
enforcement officers in our community and in communities across the nation.
IN WITNESS WHEREOF, I have hereunto set my
hand and caused the Seal of the City of Palm Beach
Gardens, Florida, to be affixed on this Im day of May
in the year Two Thousand and Fourteen.
Robert G. Premuroso, Mayor
Patricia sniarer, CMC , City Clerk