October 13, 1994P. O. BOX 2757
FORT PIERCE, FLORIDA 34954 -2757
VIA FEDERAL EXPRESS,
John Abney
Post Office Drawer 700
Okeechobee, FL 34973 -0700
Dear John:
DEAN, MEAD MINTON
ATTORNEYS AND COUNSELORS AT LAW
1903 SOUTH 25TH STREET
SUITE 200
FORT PIERCE, FLORIDA 34947
October 13, 1994
Re: Okeechobee Utility Authority
(407) 464.7700
(407) 562.7700
FAX (407) 464 •7877
Pursuant to the instructions of the Okeechobee Utility
Authority Working Group, enclosed please find the revised draft
of the Interlocal Agreement that we discussed last evening. As
in the past, the revised language is highlighted. We are also
enclosing a clean copy of the above referenced Agreement with the
copies forwarded to John Drago, Chris Chinault and L.C. Fortner
for presentation to their respective Boards and Commissions for
consideration and adoption. We understand that the City Council
will meet Tuesday, October 18 and that the Interlocal Agreement
will be on the agenda for consideration at that meeting. We will
plan to be in attendance to address questions. Likewise, if you
could request that the Agreement be on the agenda for
presentation to the County Commission and the Board of Okeechobee
Beach and provide us with the time, date and place of those
meetings, we will schedule to be in attendance at those meetings
as well.
We are pleased with the work product that we have
prepared for consideration by the various Boards and Commissions
and appreciate the assistance and input from your Working Group
in reaching this momentous goal. If you have any questions,
please feel free to call me.
With best regards, I remain,
Michael D. Minton
MDM /dj /enclosure
cc: John Cassels, Esq. (w /enclosure)(via Federal Express)
John Cook, Esq. (w /enclosure)(via Federal Express)
Burton Conner, Esq. (w /enclosure)(via Federal Ex
John Drago (w /enclosure)(via Federal Express)►/
Chris Chinault (w /enclosure)(via Federal Express)
L.C. Fortner (w /enclosure)(via Federal Express)
Kim Love (w /enclosure)(via Federal Express)
c:\m420121dj.18 DEAN
IN
DEAN, MEAD, EGERTON, BLOODWORTH, DEAN, MEAD, SPIELVOGEL, GOLDIAAN BOYD
eREWRD COUNTY
CAPOUANO 6 802 P. A. MEAD
(207) p OO (207) 253 2333 259 e.00•(2o>) 25 9373
INTERLOCAL AGREEMENT
CREATING THE OKEECHOBEE UTILITY AUTHORITY
BETWEEN
OKEECHOBEE COUNTY
AND THE CITY OF OKEECHOBEE, FLORIDA
THIS INTERLOCAL AGREEMENT, made and entered into this
day of 1994, by and between the Board of County
Commissioners of Okeechobee County, Florida, a political sub-
division of the State of Florida, hereinafter referred to as
"County," and the City Council of the City of Okeechobee, Florida,
a municipal corporation existing under the laws of the State of
Florida, hereinafter referred to as "City."
W I T N E S S E T H:
WHEREAS, the County and the City desire to enter into an
Interlocal Agreement, pursuant to the provisions of Chapter 163,
Florida Statutes, creating the Okeechobee Utility Authority; and
WHEREAS, the South Florida Water Management District has
recommended that a regional approach to water supply, together with
wastewater treatment and disposal, is in the best interests of the
citizens, residents and utility consumers of the hereinafter
specified service area; and
WHEREAS, the Okeechobee Beach Water Association, Inc.
"OBWA a Florida not for profit corporation, currently supplies
water to citizens, residents and consumers along the northern shore
10/13/94, 3:47 pm
of Lake Okeechobee (a) in Okeechobee County, Florida, pursuant to
the terms of that certain Okeechobee County Franchise Ordinance
No. 93 -5 dated April 29, 1993 (the "Okeechobee Beach Franchise
Agreement and (b) in Glades County, pursuant to that certain
Glades County Franchise Ordinance No 93 -4 dated May 24, 1993 (the
"Glades Franchise Agreement and
WHEREAS, the Okeechobee Utility Authority Working Group has
recommended to the County, City, and OBWA, that a utility authority
be formed for Okeechobee County and the areas served by OBWA to
supervise the planning, construction, and operation of water and
wastewater systems, pursuant to the terms and conditions set forth
in this Interlocal Agreement; and
WHEREAS, the County and the City believe that it would be the
most efficient use of their respective powers to cooperate with
each other on a basis of mutual advantage to acquire, under the
newly created Okeechobee Utility Authority, all of the assets, and
to own and operate the water and wastewater systems currently owned
and operated by the City and OBWA, in a manner that will best
reflect the needs and economic interests of the citizens, residents
and utility consumers within Okeechobee County and the area served
by OBWA; and
WHEREAS, the Okeechobee Utility Authority shall be required to
meet and satisfy all comprehensive planning requirements set forth
in Chapter 163, Florida Statutes, which mandates the coordination
10/13/94, 3:47 pm 2
of plans for future growth with available sources of funding and
the availability of infrastructure; and
WHEREAS, the creation of the Okeechobee Utility Authority
shall provide a more efficient manner by which the County and City
may satisfy their statutory mandate concerning utilities elements
of their respective comprehensive plans; and
WHEREAS, the creation of the Okeechobee Utility Authority
shall provide for a unified system of water and wastewater service
for Okeechobee County and the areas currently served by OBWA, and
provide for the potential of interconnects with other publicly held
systems, so as to ensure the continued provision of a safe and
healthy environment for the consumers of the utility system, and to
protect the limited water supply capability of the Okeechobee
County environment in such a manner as will give priority to
encouraging conservation and reduction of adverse environmental
effects of excessive or improper withdrawals of water from
concentrated areas, as well as the proliferation of septic tanks,
package plants, and improper wastewater disposal; and
WHEREAS, the City has determined that the transfer of the
City's utility system to the Okeechobee Utility Authority would be
in the public interest; and
WHEREAS, it is recognized by the County and the City that
provision for water supply needs and protection of water resources
can best be accomplished through the creation of a regional utility
authority, the purpose of which shall be to ensure adequate future
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3
water supply and wastewater services, in the most efficient and
least expensive manner, for the citizens, residents, and utility
consumers of Okeechobee County and the areas currently served by
OBWA; and
WHEREAS, the County and the City wish to set forth certain
agreements between themselves with respect to the creation of a
regional utility authority, pursuant to the provisions of Section
373.1962, Florida Statutes, and Section 163.01, Florida Statutes,
which provides a mechanism to accomplish the above- described goals,
and permits the joint exercise of all powers, privileges, and
authority which the County and City share in common, and which each
may exercise separately.
NOW, THEREFORE, for and in consideration of the premises and
the mutual agreements hereinafter set forth, the County and the
City hereby agree as follows:
ARTICLE I
CERTAIN DEFINITIONS
1.1. The following terms shall have the following meanings
when used herein:
Administrative Costs: "Administrative Costs" shall mean costs
incurred to properly manage the functions of the Authority
including, but not limited to, keeping of records, recording, and
distribution of minutes, meeting announcements, and coordination of
respective member staff input.
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Aareement: "Agreement" shall mean this Interlocal Agreement,
together with all the exhibits attached hereto, as amended from
time to time.
Authority: "Authority" shall mean the Okeechobee Utility
Authority, a separate legal entity created hereunder.
Authority Board: "Authority Board" shall mean the governing
body of the Authority, acting for and on behalf of the Authority.
Capital and Operational Expenses: "Capital and Operational
Expenses" shall mean all expenses related to personnel and
staffing, construction or acquisition and operation of water
supply, collection, distribution or treatment and treated sewage
effluent and sludge and associated planning and engineering
studies.
City_: "City" shall mean the City of Okeechobee, a municipal
corporation existing under the laws of the State of Florida.
City Utilities: "City Utilities" shall mean the utilities
systems now operated by the City within its specified service
areas.
Closina: "Closing" shall mean the consummation of the
transaction contemplated by this Agreement to be effectuated under
the Master Transfer Agreement, as more particularly set forth in
Article X.
County: "County" shall mean Okeechobee County, Florida, a
political subdivision of the State of Florida.
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Developer: "Developer" shall mean any property owner, builder
or other prospective consumer of water or wastewater services with
respect to identified parcels of real property which have a
designated or anticipated need for water or sewer connections from
the Utilities Systems.
Developer Aareements: "Developer Agreements" shall mean those
agreements which provide for payments to be made to the City or
OBWA in exchange for water or sewer services, whether now being
provided or to be provided in the future to a Developer.
District: "District" shall mean the area within all of the
designated service areas of the Authority, as those areas may be
expanded or contracted in accordance with the provisions of this
Agreement and the laws of the State of Florida.
Master Transfer Agreement: "Master Transfer Agreement" shall
mean that agreement between the parties concerning further
implementation of the Authority, as more particularly set forth in
Article X.
OBWA: "OBWA" shall mean the Okeechobee Beach Water Associa-
tion, Inc., a Florida not for profit corporation organized for the
purpose of, and currently engaged in, constructing, maintaining and
operating a water system for the supplying of water for domestic,
commercial, agricultural, industrial and other purposes to its
members, within a specified service area.
OBWA Utility: "OBWA Utility" shall mean the utility system
now being operated by OBWA within its specified service area.
10/13/94, 3:47 pm 6
Quorum: "Quorum" shall mean a majority of the full membership
of the Authority Board established by this Interlocal Agreement.
Service Areas: "Service Areas" shall mean those areas served,
or which may be served, by the Utilities Systems, defined herein
below, as delineated on Exhibit "A attached hereto and incorpo-
rated herein by this reference.
Uniform Extension Policy: "Uniform Extension Policy" shall
mean the policies adopted by the Authority Board concerning the
provision of utility services to the customers of the Authority,
and any reference herein shall mean from and after its date of
adoption by the Authority Board.
Utilities Systems: "Utilities Systems" shall mean the
combination of Wastewater System and Water System, which shall be
owned, operated and maintained by the Authority.
Wastewater System: "Wastewater System" shall mean and shall
include any plant, system, facility or property, and additions,
extensions and improvements thereto, constructed or under construc-
tion, or at any future time constructed, which are useful or
necessary or having a present capacity for future use in connection
with the collection, treatment, purification and disposal of sewage
of any nature or originating from any source, and shall include,
but not be limited to, transmission and distribution facilities,
treatment plants, wastewater and sanitary sewer collection,
transmission, pumping, reuse and disposal facilities of every kind
and description whatsoever, including without limitation, all trade
10/13/94, 3:47 pm 7
fixtures, leasehold improvements, storage tanks, lift stations,
force mains pumps, pump stations, generators, controls, collection
and transmission pipes or facilities, valves, meters, service
connections, and all necessary appurtenances and equipment, all
wastewater mains and laterals, and shall include all real and
personal property and any interest therein, rights, easements, and
franchises of any nature whatsoever relating to any such system and
necessary or convenient for the operation thereof.
Water System: "Water System" shall mean and include any
plant, system, facility or property, and additions, extensions and
improvements thereto constructed, under construction, or at any
future time constructed, or acquired as part thereof, useful or
necessary or having the present capacity for future use in
connection with the development of sources, treatment or purifica-
tion, and distribution of water, and, without limiting the
generality of the foregoing, shall include wellfields, dams,
reservoirs, storage tanks, mains, lines, valves, pumping stations,
laterals and pipes used for the purpose of carrying water to
property connected with such system, and shall include all real and
personal property and any interest therein, rights, easements and
franchises of any nature whatsoever relating to any such system and
necessary or convenient for the operation thereof.
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ARTICLE II
EXHIBITS
2.1. There are attached to this Agreement as Exhibits "A"
through "E certain lists and documents which contain information,
representations, and covenants of the County or City which are
integral and essential parts of the transaction described in this
Agreement, and are listed as follows:
Exhibit "A Depiction of Authority Service Areas.
Exhibit "B Initial schedule of Authority rates, fees or
other charges.
Exhibit "C Initial budget of the Authority.
Exhibit "D Okeechobee Beach Franchise Agreement, and
related documents thereto.
Exhibit "E Glades Franchise Agreement, and related
documents thereto.
ARTICLE III
CREATION OF OKEECHOBEE UTILITY AUTHORITY
3.1. The parties hereto do hereby create a Utility Authority,
pursuant to the provisions of Section 373.1962, Florida Statutes,
and Section 163.01, Florida Statutes, to be known as the OKEECHOBEE
UTILITY AUTHORITY, to include Service Areas in the District, as
described and shown on Exhibit "A for the purpose of acquiring,
owning, operating, and maintaining a regional water and wastewater
system to ensure adequate future water supply and wastewater
10/13/94, 3:47 pm 9
services for the citizens, residents and utility consumers located
within the District.
3.2. The Authority shall have the following powers and duties:
a. To have perpetual succession.
b. To incorporate, and to adopt a corporate seal, and
alter it at the pleasure of the Authority Board, or conduct
business in any other form as may be provided by law.
c. To adopt bylaws, and make rules and regulations for
its own governance and proceedings.
d. To employ engineers, attorneys, accountants,
financial or other experts and such other agents and employees
as said Authority Board may require or deem necessary to
effectuate the purposes of this Agreement, or to contract for
any such services.
e. To construct, install, erect, acquire and to
operate, maintain, improve, extend or enlarge and reconstruct
a Water System or a Wastewater System, or both, within the
District, and to have the exclusive control and jurisdiction
thereof, subject to the terms of this Agreement; to issue
revenue bonds, refunding bonds, notes and any other indebted-
ness authorized by law, to pay all or part of the cost of such
construction, reconstruction, erection, acquisition or
installation of such Water System, Wastewater System, or both.
f. To construct and operate connecting, intercepting or
outlet sewers and wastewater mains and pipes and water mains,
10/13/94, 3:47 pm
10
conduits or pipelines in, along or under any streets, alleys,
highways or other public places or ways within the state or
any municipality or public or political subdivision necessary
for the purposes of the District.
g. To adopt a Uniform Extension Policy.
h. To establish an annual budget, and to fix and
collect rates, fees, impact fees, and other charges to persons
or property, or both, for the use of the facilities and
services provided by the Utilities Systems, and to fix and
collect charges for making connections with any such Water
System or Wastewater System and to provide for reasonable
penalties on any users or properties for any such rates, fees
or charges that are delinquent.
i. To levy special, non -ad valorem assessments on
benefitted properties, pursuant to the methods for establish-
ing and collecting such non -ad valorem assessments set forth
in Chapters 125, 166, and 170, Florida Statutes. The
Authority may collect non -ad valorem assessments utilizing the
methods and procedures provided to local governments under
Sections 197.3631 and 197.3632, Florida Statutes. Said
collection of non ad valorem assessments shall be subject to
all collection provisions of Chapter 197, Florida Statutes,
including the issuance and sale of tax certificates and tax
deeds for non payment of said non -ad valorem assessments.
10/13/94, 3:47 pm
11
j. To acquire in the name of the Authority by purchase,
lease, gift, or the exercise of the right of eminent domain,
such lands, assets and rights and interest therein, including
lands under water and riparian rights, and to acquire such
personal property as it may deem necessary in connection with
the construction, reconstruction, improvement, extension,
installation, erection or operation and maintenance of any
Water System or Wastewater System, or both, and to hold and
dispose of all real and personal property under its control.
k. To exercise exclusive jurisdiction, control and
supervision over any Water System or Wastewater System, or
both, or any part thereof, owned, operated and maintained by
the Authority, and to make and enforce such rules and regula-
tions for the maintenance and operation of any Water System or
Wastewater System, or both, as may be, in the judgment of the
Authority Board, necessary or desirable for the efficient
operation of any such systems or improvements in accomplishing
the purposes of this Agreement.
1. To require and enforce the use of its facilities
whenever and wherever they are accessible.
m. To sell or otherwise dispose of the by- products
resulting from water or wastewater treatment.
n. To apply for and receive any and all federal, state,
or local governmental permits or authorizations necessary to
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12
promote, construct, accomplish, maintain, or operate any of
the public purposes or projects herein enumerated.
o. To enter into interlocal agreements, franchise
agreements, or such other service agreements as deemed
appropriate by the Authority Board, for supplying water or the
disposal of treated sewage effluent and sludge, outside the
District, if authorized and permitted under Florida law.
p. To receive and use such technical assistance from
the County or City as may be, from time to time, made avail-
able for use by the Authority.
q. Subject to such provisions or restrictions as may be
set forth herein, or in any bond covenants, or in other
obligations issued pursuant to this Agreement, to enter into
contracts with the government of the United States or any
agency or instrumentality thereof, or with any county,
municipality, district, authority or political subdivision,
private corporation, partnership, association or individual
providing for or relating to the treatment, collection and
disposal of wastewater or the treatment, supply and distribu-
tion of water and any other matters relevant thereto or
otherwise necessary to effect the purposes of this Agreement,
and to receive and accept from any federal or state agency
grants or loans for or in aid of the planning, construction,
reconstruction or financing of any Water System or Wastewater
System, or both, and to receive and accept aid or contribu-
10/13/94, 3:47 pm
13
tions or loans from any other source of either money,
property, labor or other things of value, to be held, used and
applied only for the purposes of this Agreement.
r. To sue and be sued, and to contract, in its own name
and such other powers as may be necessary or proper to carry
out the purposes of this Agreement.
s. To restrain, enjoin or otherwise prevent the viola-
tion of this Agreement or the powers of the Authority or any
resolution, rule or regulation adopted pursuant to the powers
set forth herein.
3.3. The Authority shall provide water and wastewater services
to the County and the City, and any other local governmental entity
that subsequently becomes a member of the Authority.
ARTICLE IV
AUTHORITY BOARD
4.1. The Authority shall be governed by an Authority Board,
which shall be comprised of five (5) members.
4.2. Two (2) members of the Authority Board shall be appointed
by the County (subject to the provisions of Section 4.5 below), and
two (2) members of the Authority Board shall be appointed by the
City. The four (4) members of the Authority Board appointed by the
County and City shall then, by a majority vote, appoint a fifth
member to the Authority Board. Each member shall have one vote.
4.3. No member of the Authority Board may be an elected
official or employee of the governing body by whom the Authority
10/13/94, 3:47 pm 14
Board member is appointed. In the event an Authority Board member
becomes an elected official or employee of the governing body by
whom the member has been appointed, that member shall be required
to immediately resign from the Authority Board.
4.4. Each member of the Authority Board must be a resident of
an area within the Service Areas of the Authority.
4.5. The County and the City may also appoint an alternate
representative for each of their appointed members, and the
Authority Board may appoint an alternate representative for the
fifth member of the Authority Board selected pursuant to Section
4.2 above. Such alternate representatives may attend all meetings
of the Authority Board and shall have the authority to vote in the
absence of the primary appointed member, for whom he or she is the
alternate.
4.6. One of the members of the Authority Board appointed by
the County, and the alternate for that member, shall be residents
of the area currently within the Service Area of OBWA. In
addition, for so long as the District encompasses a portion of
Glades County, one of said appointments (either the primary
appointed member or the alternate) must be a resident of that area
within the District located in Glades County.
4.7. All powers, privileges and duties vested in or imposed
upon the Authority shall be exercised and performed by and through
its Authority Board acting as a quorum; provided, however, that the
exercise of any and all executive, administrative and ministerial
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15
powers may be delegated by the Authority Board to any of its
officers, executive director, employees or agents. Any such
delegation may be redelegated or withdrawn by the Authority Board.
4.8. One Authority Board member appointed by the County and
one Authority Board member appointed by the City shall serve an
initial term of two (2) years in duration. In order to create
staggered terms, the other Authority Board members shall serve
initial terms of four (4) years in duration. Thereafter, all
Authority Board members shall serve staggered terms of four (4)
years in duration, or until such time as such Authority Board
member's replacement has been appointed. In the event an Authority
Board member resigns, or is unable to continue to serve, the
balance of the term of that Authority Board member shall be filled
in the same manner as prescribed in Section 4.2. above.
4.9. Authority Board members shall serve without compensation,
but shall be reimbursed for per diem and travel expenses as
provided in Section 112.061, Florida Statutes.
4.10. The Authority Board shall elect by majority vote the
following officers, who shall perform the following functions:
a. A chairman, who shall preside at meetings of the
Authority Board; sign as authorized by the Authority Board any
contracts or other instruments which are deemed to be in the
best interest of the Authority; and perform such other duties
incident to the office as may be prescribed by the Authority
Board.
10/13/94, 3:47 pm 16
b. A vice chairman, who shall act in the chairman's
absence; and shall perform such other functions as the
Authority Board may delegate from time to time.
c. All officers shall be elected for a term of one
year. If any officer shall cease to be a member of the
Authority Board, or shall, for any reason, not be able to
serve in that capacity, a successor shall be elected for the
unexpired portion of the term. No officer shall be elected to
the same office for more than two (2) consecutive terms.
4.11. The Authority Board shall appoint an executive director
for the Authority, and prescribe his duties and compensation.
Among such duties, the executive director shall:
a. Be responsible to the officers and the Authority
Board for supervising and administering all work programs of
the Authority; and
b. Act as secretary to the Authority Board, and prepare
minutes of each Authority Board meeting, in compliance with
Chapter 286, Florida Statutes, the Florida Government-in-the
Sunshine Law; and
c. Be responsible for the receipt, care, and disburse-
ment of Authority funds, in accordance with fiscal policies
and regulations adopted by the Authority Board; and
d. Serve at the pleasure of the Authority Board.
4.12. All meetings of the Authority Board shall be conducted in
compliance with Section 286.011, Florida Statutes, and shall be
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17
held at such locations, dates, times, and intervals as determined
by the Authority Board.
4.13. Each Authority Board member shall be required to file a
full and public disclosure of financial interests, pursuant to the
provisions of Chapter 112, Florida Statutes, as applicable.
4.14. The chairman, with the advice and consent of the
Authority Board, may appoint such committees as may be deemed
necessary to carry on the work of the Authority. Membership on
such committees need not be restricted to Authority Board members.
4.15. Until Closing, the Okeechobee Utility Authority Working
Group shall continue in existence, and shall perform the functions
of an advisory committee to the Authority Board during said time
period. Members of the Okeechobee Utility Authority Working Group
shall be eligible for appointment to the Authority Board, unless
otherwise disqualified under the provisions of this Article.
4.16. The Authority Board shall cause to be made at least once
each year a comprehensive report of its activities, including all
matters relating to rates, revenue, expenses of maintenance, repair
and operation, renewals and capital replacements, principal and
interest requirements, and an audited annual financial statement.
Copies of such reports shall be forwarded to the County and the
City, and shall constitute a public record.
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18
ARTICLE V
INTERIM OPERATIONAL AGREEMENTS
5.1. After execution of this Agreement, the Authority shall
enter into Interim Operational Agreements with the City and OBWA,
for the purpose of continuing the operation of the City Utilities
and OBWA Utility within their current respective Service Areas
until Closing.
5.2. The Authority Board shall have final authority to resolve
any disputes that may arise during the term of said Interim
Operational Agreements between the City and OBWA concerning the
location of line extensions, and other related matters.
ARTICLE VI
RATES, FEES, AND CHARGES
6.1. The initial schedule of rates, fees, or other charges for
the use of the services and facilities to be furnished by the
Authority, to be paid by the owner, tenant, or occupant of each
structure, facility, lot or parcel of land which may be connected
with, or used by the Utilities Systems of the Authority, shall be
as set forth in Exhibit "B
6.2. This initial schedule of rates, fees, or other charges
shall remain in effect from the effective date of this Agreement
through the date of Closing.
6.3. After Closing, the Authority Board may revise the
schedule of rates, fees, or other charges, from time to time, based
on the following criteria:
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19
a. Such rates, fees and charges shall be so fixed and
revised so as to provide sums, which, with other funds
available for such purposes, shall be sufficient at all times
to pay the expenses of operating and maintaining such
Utilities Systems, including reserves for such purposes, the
principal of and interest on revenue bonds as the same shall
become due, and reserves therefor, and to provide a margin of
safety over and above the total amount of any such payments,
and to comply fully with any covenants contained in the
proceedings authorizing the issuance of any bonds or other
obligations of the Authority. The Authority shall charge and
collect such rates, fees and charges so fixed or revised, and
such rates, fees and charges shall not be subject to the
supervision or regulation by any other commission, board,
bureau, agency or other political subdivision or agency of the
county or state.
b. Such rates, fees and charges shall be just and
equitable and uniform for users of the same class and where
appropriate may be based or computed either upon the quantity
of water consumed or upon the number and size of wastewater
connections or upon the number and kind of plumbing fixtures
in use in the premises or upon the number or average number of
persons residing or working in or otherwise using or occupying
such premises or upon any other factor affecting the use of
the facilities furnished or upon any combination of the
10/13/94, 3:47 pm
20
foregoing factors as may be determined by the Authority Board
on any other equitable basis.
c. No rates, fees or charges shall be fixed under the
foregoing provisions of this section until after a public
hearing duly noticed such that all the users of the Water
System or Wastewater System, or both, or owners, tenants or
occupants served or to be served thereby and all others
interested shall have an opportunity to be heard concerning
the proposed rates, fees and charges. Notice of such public
hearing setting forth the proposed schedule or schedules of
rates, fees and charges shall be given by one publication in
a newspaper of general circulation published in Okeechobee
County, at least ten (10) days before the date fixed in such
notice for the hearing, which may be adjourned from time to
time. After such hearing, such schedule or schedules, either
as initially adopted, or as modified or amended, may be
finally adopted.
d. A copy of the schedule or schedules of such rates,
fees or charges finally adopted shall be kept on file in the
office of the Authority and shall be open at all times to
public inspection. The rates, fees or charges so fixed for
any class of users or property served shall be extended to
cover any additional users or properties thereafter served
which shall fall in the same class, without the necessity of
any hearing or notice. Any charge or revision of such rates,
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21
fees or charges may be made in the same manner as such rates,
fees or charges were originally established as hereinabove
provided.
e. The same rates, fees and charges shall be fixed and
collected from any county, school district or other political
subdivision using the services and facilities of the Water
System or Wastewater System, or both, as are fixed and
collected from other users of such facilities in the same
class. No free water or wastewater services shall be rendered
by the Authority and no discrimination shall exist in the
fees, rates and charges for users of the same class. The
Authority may not provide service to any user in contravention
of the requirements set forth above unless required by law or
a court of competent jurisdiction.
f. In the event that the fees, rates or charges for the
services and facilities shall not be paid as and when due, any
unpaid balance thereof, and all interest accruing thereon,
shall be a lien on any parcel or property affected thereby.
Such lien shall be superior and paramount to the interest on
such parcel or property of any owner, lessee, tenant,
mortgagee or other person, except the lien of county taxes,
and shall be on a parity with the lien of any such county
taxes, except as otherwise provided in Chapter 180.135,
Florida Statutes. In the event that any such service charge
shall not be paid as and when due and shall be in default for
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22
thirty (30) days or more, the unpaid balance thereof, and all
interest accrued thereon, together with attorneys' fees and
costs, may be recovered by the Authority in a civil action,
and any such lien and accrued interest may be foreclosed or
otherwise enforced by the Authority by action or suit in
equity as for the foreclosure of a mortgage on real property.
ARTICLE VII
BUDGET AND FUNDING
7.1. The fiscal year of the Authority shall be the same as the
fiscal year of the County and City.
7.2. The initial budget of the Authority, covering the period
from the effective date of this Agreement through September 30,
1995, shall be as set forth in Exhibit "C
7.3. By May 1, 1995, and by May 1st of each year thereafter,
the Authority Board shall adopt, by budget resolution, its
tentative annual budget for the ensuing fiscal year, and shall
forward copies of said tentative budget to the County and the City.
7.4. The proposed budget contained in such resolution shall
include all anticipated Capital and Operational Expenses, and
Administrative Costs of the Authority for all of its projects
during the ensuing fiscal year, together with payments of principal
and interest on all outstanding bonds, and sinking fund and reserve
requirements. The proposed budget shall provide for expenditures
only to the extent of funds legally available to the Authority for
such purposes and reasonably anticipated revenues of the Authority
10/13/94, 3:47 pm
23
for the ensuing fiscal year from established sources, based upon
past experience and reasonable projections thereof, from new
projects or new sources of income of the Authority and from
requested county -wide per capita appropriations from the parties
hereto, if any. The parties hereto shall have an opportunity to
take considered action in approving or disapproving a request to
provide for necessary per capita appropriations, if any. The
Authority shall finalize and approve its final budget in a manner
as provided by law for the County and City.
7.5. It is the intent of the parties that, until Closing,
initial funding for the Authority shall be obtained from the South
Florida Water Management District, to the extent that the Authority
is unable to obtain sufficient funding from federal, or other state
or local agency grants or loans.
7.6. The budget and such other changes, amendments, or
supplements as may be necessary to conduct the fiscal affairs of
the Authority may be amended from time to time by action of the
Authority Board to include funds accumulated from time to time from
additional sources.
ARTICLE VIII
CURRENT UTILITY EMPLOYEES
8.1. It is the intent of the parties hereto for the Authority
to acquire at or before Closing the City Utilities and OBWA
Utility, and to offer continued employment to those employees of
the City and OBWA engaged in the operation or maintenance of said
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24
City Utilities and OBWA Utility at the time of acquisition by the
Authority. Said employees shall thereafter remain employees of the
Authority, under such terms and conditions as set forth in a
uniform policy and procedures manual to be adopted by the Authority
Board.
10/13/94, 3:47 pm'
ARTICLE IX
ADMISSION OF NEW GOVERNMENT MEMBERS
9.1. Admission of any new member counties, cities or other
governmental entities, to the Authority shall require a super
majority vote of all members of the Authority Board. Under the
current five (5) member Authority Board, such an action would
require the affirmative vote of at least four (4) voting members,
regardless of quorum requirements.
ARTICLE X
MASTER TRANSFER AGREEMENT
10.1. The parties hereto recognize and acknowledge that a
Master Transfer Agreement for further implementation of the
Authority is intended to be prepared and executed prior to Closing,
and fully consummated at Closing, which shall occur on or before
October 1, 1995. The Master Transfer Agreement shall provide that
no transfer of assets from the County, City or OBWA shall occur
prior to Closing, and that the transfer of assets from the County,
City and OBWA to the Authority shall occur simultaneously at
Closing.
25
10.2. As part of the Master Transfer Agreement, it is the
intent of the parties that, at Closing, the County shall, to the
extent permitted by law, assign to the Authority, and the Authority
shall assume, all of the County's rights and liabilities under the
Okeechobee Beach Franchise Agreement, including the County's right
to purchase the OBWA Utility. At Closing, the Authority shall
exercise the right to purchase the OBWA Utility, pursuant to the
Okeechobee Beach Franchise Agreement, as amended by mutual
agreement of the Authority and OBWA. At Closing, the Authority
shall accept and assume all of OBWA's rights and liabilities set
forth in the Glades Franchise Agreement. The Master Transfer
Agreement shall address the establishment of rates for that class
of customers currently subject to the Glades Franchise Agreement,
so as to take into account the franchise fee currently required
thereunder.
10.3. The Master Transfer Agreement shall also set forth the
terms and conditions of the transfer to the Authority at Closing of
all of the assets which comprise the City Utilities, and all of the
liabilities pertaining thereto.
ARTICLE XI
TERMINATION OR WITHDRAWAL
11.1. The County or City may withdraw from the Authority, at
any time prior to Closing, after giving all other parties at least
ninety (90) days prior written notice thereof; provided, however,
that if the County or City does withdraw, it shall continue to be
10/13/94, 3:47 pm
26
responsible for any financial or contractual obligations it has
specifically assumed while it was a member of the Authority.
11.2. In the event that either the County or the City withdraws
from the Authority prior to Closing, the Authority shall be deemed
to have been dissolved as of the effective date of said withdrawal,
and the parties hereto shall adopt a supplemental amendment to this
Agreement providing for the dissolution of the Authority.
11.3. In the event that the Authority is dissolved subsequent
to Closing, disposition of the assets of the Authority shall be
determined pursuant to the Master Transfer Agreement.
ARTICLE XII
AMENDMENTS TO INTERLOCAL AGREEMENT
12.1. This Agreement may only be amended by the proper
execution of an Amendment hereto by the official action of the
local governments executing this Agreement, during such time as
they remain subject to the terms and provisions hereof.
ARTICLE XIII
EXECUTE IN COUNTERPARTS
13.1. This Agreement may be executed in counterparts, and each
fully executed counterpart shall be deemed an original.
ARTICLE XIV
SEVERABILITY
14.1. Any determination by a court of competent jurisdiction
that any provision of this Agreement is illegal, void, or un-
enforceable, shall not adversely affect the enforceability of any
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27
other provision of this Agreement, unless the provision determined
to be illegal, void or unenforceable, is a provision relating to a
significant item of consideration for the benefit of a party
hereto.
10/13/94, 3:47 pm
ARTICLE XV
LAWS GOVERNING INTERPRETATION
15.1. This Agreement shall be controlled and interpreted
according to the laws, rules and regulations of the State of
Florida.
ARTICLE XVI
BINDING AGREEMENT AND ASSIGNMENT
16.1. This Agreement shall be binding upon and shall inure to
the benefit of the parties hereto, their respective assigns and
successors by merger, consolidation, conveyance, or otherwise.
ARTICLE XVII
NOTICES
17.1. Any notice required or allowed to be delivered hereunder
shall be in writing and shall be deemed to be delivered when either
(1) hand delivered to the official hereinafter designated, or
(2) when deposited in the United States Mail, postage prepaid,
certified mail, return receipt requested, addressed to a party at
the address set forth below, or at such other address as the party
shall have specified by written notice to the other party delivered
in accordance herewith:
28
County:
Okeechobee County
Office of the County Administrator
304 N.W. Second Street, Room 106
Okeechobee, Florida 34972
City:
City of Okeechobee
Office of City Administrator
55 S.E. Third Avenue
Okeechobee, Florida 34974
ARTICLE XIII
ENTIRE AGREEMENT
18.1. This Agreement supersedes any and all previous agreements
or representations, either verbal or written, heretofore in effect
between the parties, made with respect to the matters herein
contained.
ARTICLE XIX
AFFIRMATION
19.1. The City hereby affirms that, at a duly constituted
meeting of the City Council of the City of Okeechobee, Florida, on
the day of
Florida, on the day of
10/13/94, 3:47 pm
1994, it approved the terms of this
Agreement and the execution thereof by the City.
19.2. The County hereby affirms that, at a duly constituted
meeting of the Board of County Commissioners of Okeechobee County,
29
1994, it approved the
terms of this Agreement and the execution thereof by the County.
ARTICLE XX
FILING
20.1. Upon execution of this Agreement, and any subsequent
amendments thereto, this Agreement and such subsequent amendments
shall be filed with the Clerk of the Circuit Court of Okeechobee
County, Florida.
ARTICLE XXI
EFFECTIVE DATE
21.1. This Agreement shall be deemed effective immediately upon
its execution by all parties, and filing pursuant to law.
IN WITNESS WHEREOF, the County and City have executed this
Agreement on the day and year first above written.
ATTEST: BOARD OF COUNTY COMMISSIONERS OF
OKEECHOBEE COUNTY, FLORIDA
By By
Deputy Clerk Chairman
10/13/94, 3:47 pm
APPROVED AS TO FORM AND LEGAL
SUFFICIENCY
Okeechobee County Attorney
30
ATTEST: CITY COUNCIL OF CITY OF
OKEECHOBEE, FLORIDA
By
City Clerk
F:\KCC\DOC\OKEECHOBEE.IA
10/13/94, 3:47 pm
By
Mayor
APPROVED AS TO FORM AND LEGAL
SUFFICIENCY
Okeechobee City Attorney
31
ARTICLE X
MASTER TRANSFER AGREEMENT
10.1 The parties hereto recognize and acknowledge that a Master Transfer
Agreement (MTA) for further implementation of the Authority is intended to be prepared
and executed prior to the Closing, and fully consummated at the Closing set for October
1, 1995. The MTA shall provide that no transfer of assets from the County, City or OBWA
shall occur prior to Closing, and all transfer of assets from the County, City and OBWA to
the Authority shall occur simultaneously at Closing.
10.2 As part of the MTA, it is the intent of the parties that at Closing the County
shall assign to the Authority, and the Authority shall assume, all of the County's rights and
liabilities under the Okeechobee Beach Franchise Agreement, including the County's right
to purchase the OBWA Utility. At Closing the Authority shall exercise the right to
purchase the OBWA Utility, pursuant to the Okeechobee Beach Franchise Agreement. At
Closing Glades County shall assign to the Authority, and the Authority shall assume, all of
Glades County's rights and liabilities under the Glades County Franchise Agreement with
OBWA. It is the further intent of the parties that the County and Glades County shall
adopt appropriate resolutions to provide that the respective franchise agreements shall
become null and void after the OBWA Utility is transferred to the Authority.
10.3 The MTA shall also set forth the terms and conditions of the transfer to the
Authority at Closing of all of the assets which comprise the City Utilities, and all of the
liabilities pertaining thereto.