2019-06-18OF,0/ T CITY OF OKEECHOBEE
oF•oKFrry
DUNE % 2019, REGULAR CITY COUNCIL MEETING
55 SE 3R, AVENUE COUNCIL CHAMBERS OKEECHOBEE, FL 34974
SUMMARY OF COUNCIL ACTION
PAGE 1 OF 12
II AGENDA II COUNCIL ACTION - DISCUSSION - VOTE II
CALL TO ORDER - Mayor
June 18, 2019, City Council Regular Meeting, 6:00 P.M.
II. OPENING CEREMONIES
Invocation given by Chad Keathley, Church of God; Pledge of Allegiance to be
led by Mayor Watford.
III. MAYOR, COUNCIL AND STAFF ATTENDANCE - City Clerk
Mayor Dowling R. Watford, Jr.
Council Member Wes Abney
Council Member Monica M. Clark
Council Member Bob Jarriel
Council Member Bobby Keefe
City Attorney John R. Cook
City Administrator Marcos Montes De Oca
City Clerk Lane Gamiotea
Deputy City Clerk Bobbie Jenkins
Fire Chief Herb Smith
Police Chief Bob Peterson
Public Works Director David Allen
Finance Director India Riedel (added after agenda published)
IV. AGENDA AND PUBLIC COMMENTS - Mayor
A. Requests for the addition, deferral or withdrawal of items on today's
agenda.
B. Public participation for any issues not on the agenda - Agenda Item Form
or Comment Card is required. Citizen comments are limited to 3 minutes
per speaker unless otherwise approved by the Mayor,
Mayor Watford called the June 18, 2019, Regular City Council Meeting to order at 6:00 P.M.
In the absence of Pastor Keathley, the invocation was given by Pastor Don Hanna of the First United Methodist
Church; the Pledge of Allegiance was led by Mayor Watford.
City Clerk Gamiotea called the roll:
Present
Present
Present
Absent (with consent)
Present
Present
Present
Present
Absent (with consent, 2019 College Summer Intern Alysa Osterman in attendance and welcomed)
Present
Present
Present
Present
Mayor Watford asked whether there were any requests for the addition, deferral, or withdrawal of items on today's
agenda. Chief Peterson requested to add New Business Item "J," and distributed copies of a memorandum and
Exhibit 4. Mayor Watford requested to add before New Business Item "A" a 2019 Legislative Summary from CAS
Governmental Services. The were no objections to the additions.
Mayor Watford opened the floor for public comment on matters not on the agenda; there was none.
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JUNE 18.2019 - REGULAR MEETING - PAGE 2 OF 12
AGENDA
V. PROCLAMATIONS AND PRESENTATIONS
A. Present Fire Lieutenant Glenn Hodges with a Twenty -Five Year Longevity
Service Award and Bonus.
B. Present a Certificate of Appreciation to Mr. Jack Boon for his years of
service on the Police Officers' Pension Fund Board of Trustees, January
30, 2014 to May 31, 2019.
C. Present a Certificate of Retirement to Police Officer Jack Boon
COUNCIL ACTION - DISCUSSION - VOTE
Chief Smith introduced Mr. Glenn Hodges as the Fire Lieutenant for "C-Shift" then provided a summary of his career
to date with a few highlights including his participation in the infamous Brevard Fire Storm in which City Engine 5
was burned. Mayor Watford presented him with a longevity service bonus in the amount of $500.00 and a framed
certificate, which read "In recognition of your twenty-five years of service, hard work, and dedication to the
City, its citizens, and your fellow employees from June 17, 1994 to June 17, 2019." Lieutenant Hodges thanked
everyone for the recognition of this milestone. He was accompanied by Fire Captain Rodriguez and fellow
Firefighters Weeks, Crews, and Hernandez.
Due to his retirement, Officer Boon resigned as an elected fund member to the Police Officers' Pension Board of
Trustees. As an expression of the City's appreciation for his service on a citizen board, a framed Certificate of
Appreciation was presented by Mayor Watford and read into the record as follows: "The City of Okeechobee
recognizes the valuable contribution of community involvement and hereby extends this expression of
grateful appreciation to Jack Boon for faithful service as a dedicated member appointed to the Police
Officers' Pension Trust Fund Board of Trustees January 30, 2014 to May 31, 2019."
In recognition of Officer Boon's retirement, Mayor Watford presented him with a Certificate of Retirement, which was
read into the record as follows: "Whereas, Mr. Jack Daniel Boon began his career with the City of Okeechobee
as an experienced and certified Law Enforcement Officer on December 9, 2005; and Whereas, Jack's initial
assignment was as an Officer to the Road Patrol until October 3, 2014, when he was transferred to the
Detective Division. He then served as one of the City's first School Resource Officers from May 2, 2018 until
July 18, 2018, when he was reassigned to Road Patrol; and Whereas, education has been an important key to
Jack's leadership role, obtaining over 118 certificates of completion for attending seminars, conferences,
training, and continuing education classes. Furthermore, since 2009 he served in the capacity of one of the
Department's Law Enforcement Basic Course Instructors, Taser Instructor, and Certified Firearms Instructor.
Additionally from October 2011 to January 2016 he served as an Instructor of the Police Academy for Indian
River State College instilling a dedicated work ethic in future recruits for the Department; and Whereas,
during his tenure Jack was elected by his co-workers to represent their interests on the Police Officers'
Pension Plan Board of Trustees from 2014 through May 31, 2019, during which time he served as
Chairperson; and Whereas, being admired by his fellow Police Officers as impartial and fair, Jack was
selected to represent the Department on the City-wide Employee Grievance Committee for four consecutive
years beginning January 2016 until his retirement; and Whereas, Jack has served under the guidance of two
City Police Chiefs, Dennis Davis and Robert Peterson, of which both described him to be an asset to the
Department because of his dedication, enthusiasm, and ability to encourage his fellow officers. Now,
therefore, this Certificate is being presented this 18th day of June, 2019, upon 13 and a -half years of faithful
public service in recognition of Jack's Retirement as of May 31, 2019. Retirement is a time to look back with
admiration, and look forward with anticipation. Your City family wishes you all the best on your next
chapterf'
DUNE 18, 2019 - REGULAR MEETING - PAGE 3 OF 12 150 3
AGENDA COUNCIL ACTION - DISCUSSION - VOTE
V. PROCLAMATIONS AND PRESENTATIONS CONTINUED
C. Present a Certificate of Retirement to Police Officer Jack Boon continued. Chief Peterson then took a moment to convey to Officer Boon what an asset he has been to the Department by setting
such a good example that will carry on. He then presented him with his Retirement Badge, Fellow Officers, Major
Hagan, Detective Sergeant Taylor, Sergeant's Reyna and Almazon, Detective Saum, Officers Romero, Francis and
K9 Luna, along with Mr. Boon's wife and children were in attendance. Mr. Boon noted his appreciation to serve the
City and that he was looking forward to his next adventure. Chief Peterson also noted that, as with many other
retirees, Mr. Boon will be transferred to the temporary part-time officer crew for the Department to utilize during
absences of other Officers.
D. Administer the swearing -in of Police Officer Ramon Liberato
VI. MINUTES - City Clerk
A. Motion to dispense with the reading and approve the Summary of Council
Action for the May 21, 2019, regular meeting.
VII. WARRANT REGISTER - City Administrator
A. Motion to approve the May 2019 Warrant Register:
General Fund .................................
Public Facilities Improvement Fund
Capital Improvement Projects Fund
Law Enforcement Special Fund......
............................... $421,659.46
............................... $ 25,021.64
............................... $ 9,629.09
............................... $ 75.00
Chief Peterson expressed his appreciation to Officer Margerum for her ability to build relationships with members of
the community and in doing so, recruited Mr. Ramon Liberato. The Department's Auxiliary sponsored him to attend
the Police Academy after graduating Okeechobee High School. Upon completion of the Academy, he was able to fill
a temporary part-time position, and will now be full-time, replacing Officer Boon. Chief Peterson administered the
Oath of Office; with his right hand raised he recited the following Oath: "1, Ramon Liberato, Jr., do solemnly swear
that I will support the Constitution of the United States, the Constitution of the State of Florida, and the
ordinances of the City of Okeechobee. That I will faithfully perform the duties of Police Officer of the City of
Okeechobee, so help me God." He was pinned with his badge by his mother and accompanied by father. Officer
Liberato addressed the Council thanking them for the opportunity to serve the community he was born and raised in.
Council Member Keefe moved to dispense with the reading and approve the Summary of Council Action for the May
21, 2019, regular meeting; seconded by Council Member Clark. There was no discussion on this item.
VOTE:
WATFORD — YEA ABNEY — YEA CLARK — YEA
JARRIEL — ABSENT KEEFE — YEA MOTION CARRIED.
Council Member Clark moved to approve the May 2019 Warrant Register in the amounts: General Fund, four hundred
twenty-one thousand, six hundred fifty-nine dollars and forty-six cents ($421,659.46); Public Facilities Improvement
Fund, twenty-five thousand, twenty-one dollars and sixty-four cents ($25,021.64); Capital Improvement Projects
Fund, nine thousand, six hundred twenty-nine dollars and nine cents ($9,629.09); and Law Enforcement Special
Fund, seventy-five dollars and zero cents ($75.00); seconded by Council Member Abney. There was no discussion on
this item.
VOTE:
WATFORD — YEA ABNEY — YEA CLARK — YEA
JARRIEL — ABSENT KEEFE — YEA MOTION CARRIED.
JUNE 18.2019 - REGULAR MEETING - PAGE 4 OF 12
AGENDA
COUNCIL ACTION - DISCUSSION - VOTE
VIII. UNFINISHED BUSINESS
A. Update on acquiring Primitive Baptist Church property Lots 9 through 12
of Block 8, SOUTH OKEECHOBEE, Plat Book 1/Page 12, and located at
1003 Southwest 3rd Avenue - City Attorney.
Attorney Cook provided an update on the status of acquiring the property located at 1003 Southwest 3rd Avenue,
Legal Description: Lots 9 to 12 of Block 8, SOUTH OKEECHOBEE, Plat Book 1/Page 12, Okeechobee County
public records, and the site of the Primitive Baptist Church. As authorized by the Council at the meeting held on May
21, 2019, the City was successful in their bid to obtain the 2018 Tax Certificate; the amount of the outstanding taxes
is $2,124.28. Capital One Bank as Assignee for TLGF located in San Diego, California holds the Tax Certificates for
2016 (amount $1,997.81) and 2017 (amount $2,075.99). After contacting a representative at Capital One to inquire
as to purchasing those certificates, the response was that they would consider the City's best offer. Attorney Cook
offered them $15,000.00 and has not received a response from them to date. The discussion then lead to the
options available and which would be best in order for the City to obtain ownership of this historic property and
buildings, after which a motion was made by Council Member Keefe to direct Staff to satisfy the tax
certificates that are currently held [2016, 2017 2018 and any forthcoming for 2019 and 20201 and to proceed
with obtaining from the Circuit Judge the appointment of a Trustee to negotiate the property to the City
[subject to first determining that no one else has done this in the last two weeksl; seconded by Council
Member AbM.
Discussion on the motion continued. Administrator MontesDeOca pointed out, in a worse case scenario, should the
court not appoint a Trustee within 22-months, the City will have satisfied all the unpaid taxes, and would be the first
in line to be offered a tax deed; this is a safe guard should the first plan not go as expected. Attorney Cook
anticipated a Hearing before the Probate Court to take six to eight weeks, and then a notice published in the
newspaper for 30-days. Although the matter is not a budgeted item, Finance Director Riedel explained there are
funds earmarked within the budget for derelict buildings and foreclosures, This is the line item she used for
expenses related to obtaining the 2018 tax certificates and will continue to use, should the motion pass.
VOTE:
WATFORD — YEA ABNEY — YEA CLARK — YEA
JARRIEL — ABSENT KEEFE — YEA MOTION CARRIED.
IX. NEW BUSINESS
ITEM ADDED TO AGENDA: Update from CAS Governmental Services
regarding the 2019 Florida Legislative Session - Connie Vanassche.
Ms. Connie Vanassche of CAS Governmental Services, LLC, who by a continuing services contract monitors
legislative issues on behalf of the City, seeks legislative funding for City projects, and then provides grant
administrative services for any funding they are able to obtain, provided the Council with an update regarding the
2019 Florida Legislative Session. There were several new Legislators this Session and there was quite a bit of
confusion. The normal schedule was behind, by the time Okeechobee's Delegation Public Hearing was held
(January 8, 2019), Legislative Committees were already meeting/reviewing proposed bills. The deadline to present
appropriation projects for funding was February 5; there were 1,600 projects presented that totaled approximately
$3,000,000.00.
.TUNE 18, 2019 - REGULAR MEETING -PAGE 5 OF 12
AGENDA
IX. NEW BUSINESS CONTINUED
Update from CAS Governmental Services regarding the 2019 Florida
Legislative Session continued.
A. Motion to review and approve the 2018 Fiscal Year Audited Financials
- Debbie A. Goode, CPA, Carr, Riggs & Ingram, LLC and Finance
Director Riedel (Exhibit 1).
COUNCIL ACTION - DISCUSSION - VOTE
Ms, Vanassche continued by explaining CAS presented a previous years unfunded request on behalf of the City
(the Southwest 5th Avenue Small Counties Outreach Program Grant), which was successful in being funded. She
relayed that her firm worked diligently to ensure the Legislators were aware the City had representation in
Tallahassee. There were over 3,000 bills filed, with only 191 passing. The 2019-20 Budget was presented to
Governor DeSantis on June 14, 2019; he has until June 29 to sign it.
It is time to begin gathering information for the 2020 Session. Issues of concern and projects need to be provided at
least 10-days prior to Okeechobee's Delegation hearing. Ms. Vanassche reminded the Council that their Firm is
available to assist with putting the delegation packets together, make appointments for the Mayor, Council
Members, and/or City Staff to meet with the Legislators, Heads of State Agencies, or any other assistance as she
and Mr. Milita remain in the Capital during the entire Session, Mayor Watford extended his appreciation for the work
CAS provides to the City. He then explained one request will be funding for the State mandated School Resource
Officers. Ms. Vanassche agreed that will be a big topic for many communities. In closing she thanked the Mayor and
Council for their continued working relationship and that it was an honor to represent the City. No official action was
needed for this item.
Council Member Keefe moved to review and approve the Fiscal Year (FY) 2017-18 Audited Financial Statements as
presented (provided within Exhibit 1 and made part of the official minute file); seconded by Council Member Clark.
Ms. Debbie A. Goode, Senior Auditor and partner of Carr, Riggs & Ingram, LLC, reviewed the highlights of the Audit
Report completed by her Firm under the Government Auditing Standards and Chapter 10,550, Rules of the Florida
Auditor General. The Independent Audit Report reflects the City is in a strong financial position with total assets
exceeding liabilities by $20,177,560.00. The total net position increased by $711,142.00 from September 30, 2017,
as a result of total assets increasing by $1,163,081.00, and a decrease of total liabilities by $522,691.00, The total
assets increase was caused by an increase of capital assets by $73,744.00, an increase of non -current assets by
$1,266,289.00, offset by a decrease of current assets by $136,952.00. The decrease in total liabilities was caused
by decreases in current liabilities by $251,278.00 and non -current liabilities by $1,571,161.00. The non -current
liabilities decrease was brought about by a decrease in the net pension by $299,254.00, a decrease for adjusted
Other Post -Employment Benefits (OBEB) by $2,588.00, and offset by an increase in compensated absences of
$30,429.00. Deferred outflows related to pensions increased by $205,092.00 and inflows increased by
$1,179,722.00. The City's total revenues increased by 10.5 percent, or $646,148.00. This was primarily due to a
$162,330.00 increase in capital grants and $119,393,00 increase in investment income. Assessed taxable values
increased causing $144,451,00 property tax revenue, although the millage rate remained the same at 7.9932.
Higher consumer consumption caused the utility tax revenues to increase by $11,951.00. The shared revenues from
the State increased by $74,200.00. Expenditures decreased by $388,955.00, as this was mostly due to a decrease
by $231,424.00 in transportations expenses.
51.
DUNE 18, 2019 - REGULAR MEETING - PAGE 6 OF 12
AGENDA
IX. NEW BUSINESS CONTINUED
A. Motion to review and approve the 2018 Fiscal Year Audited Financials
continued.
B. Consider a recommendation from Code Enforcement to proceed with
foreclosure on property located at 800 Southwest 2nd Avenue - City
Attorney.
COUNCIL ACTION - DISCUSSION - VOTE
Ms. Goode continued with the FY 2017-18 Audit review by explaining as of September 30, 2018, governmental
funds reported combined ending fund balances of $11,036,146.00; an increase of $112,619.00 to last FY.
Approximately 75 percent of the total amount of $8,301,423.00 constitutes the unassigned fund balance which is
available for spending at the City's discretion. Assigned fund balances include $1,514,359.00 for subsequent years
expenditures, the Public Facilities Improvement Fund balance of $1,180,152.00, and the Law Enforcement Special
Fund balance of $4,368.00. The remainder fund balance is non -spendable inventory for $35,844.00. It was noted
that the Pension Funds' Auditor provides the financial information for the three funds, and that information is
provided within the Audit. The Mayor and Council thanked Ms. Goode for reviewing the Report and added their
appreciation to City Staff, especially to Finance Director Riedel for her efforts put into keeping the City's financial
conditions handled so well throughout the year.
VOTE:
WATFORD — YEA ABNEY — YEA CLARK — YEA
JARRIEL — ABSENT KEEFE — YEA MOTION CARRIED.
At the Code Enforcement Board meeting held December 12, 2017, the property at 800 Southwest 2nd Avenue [Case
No. 17-036] was found to be in violation of Section 30-43 Public Nuisance and Section 30-44 General Cleaning and
Beautification. If not in compliance by receipt of property notification of this action, a $50.00 per day fine would be
imposed. Additionally, it was recommended that should the property owner not comply, that the City abate the
nuisance, and all costs incurred by the City for mowing and cleaning be assessed to the property. [Note: there are
no records to indicate Public Works performed any mowing or cleaning on this property] On December 23, 2017,
the fine began. On September 11, 2018, the Code Enforcement Board voted unanimously to recommend Case No.
17-036, 800 Southwest 2nd Avenue be sent to the City Council to proceed with foreclosure proceedings based on
testimony of Code Officer Sterling. The Code Board was disbanded following this meeting, and shortly thereafter
Code Enforcement was moved from the Fire to Police Department. Attorney Cook explained that attention was
called to this Case due to a public records request by Jennifer Tewksbury. Due to all the changes, the Case was not
presented to the City Council, The property remains non -compliant.
Council Member Clark moved to proceed with foreclosing on the property located at 800 Southwest 2nd Avenue,
[Code Case No, 17-036] and accept the recommendation by the Code Enforcement Board; seconded by Council
Member Abney.
VOTE:
WATFORD — YEA ABNEY — YEA CLARK — YEA
JARRIEL — ABSENT KEEFE — YEA MOTION CARRIED.
JUNE 18, 2019 - REGULAR MEETING - PAGE 7 OF 12
AGENDA
COUNCIL ACTION - DISCUSSION - VOTE
IX. NEW BUSINESS CONTINUED
C. Motion to appoint Mayor Dowling Watford as a Voting Delegate for the
Council Member Keefe moved to appoint Mayor Dowling Watford as a Voting Delegate for the 2019 Florida League
2019 Florida League of Cities Annual Conference - City Administrator
of Cities Annual Conference; seconded by Council Member Abney. There was no discussion on this item.
(Exhibit 2).
VOTE:
WATFORD — YEA ABNEY — YEA CLARK — YEA
JARRIEL — ABSENT KEEFE — YEA MOTION CARRIED.
D. Motion to ratify the election of Mr. James Pickering to the Police
Council Member Abney moved to ratify the election of Mr. James Pickering to the Police Officers' Pension Fund
Officers' Pension Fund Board of Trustees as an Elected Fund
Board of Trustees as an Elected Fund Member, June 1, 2019 to September 30, 2021, replacing and completing the
Member, June 1, 2019 to Sept. 30, 2021, replacing and completing the
unfinished term held by Mr. Boon; seconded by Council Member Keefe. There was no discussion on this item.
unfinished term held by Mr. Boon - City Clerk.
VOTE:
WATFORD — YEA ABNEY — YEA CLARK — YEA
JARRIEL — ABSENT KEEFE — YEA MOTION CARRIED.
E. Motion to approve the purchase of a 60-kilowatt Standby Generator
Council Member Clark moved to approve the purchase of a 60-kilowatt Standby Generator from Newmans Power
from Newmans Power Systems in the amount or $24,700.00 for the
Systems in the amount or $24,700.00 for the Public Works Facility; seconded by Council Member Keefe. There was
Public Works Facility - Public Works Director Allen (Exhibit 3).
a brief discussion on this item.
VOTE:
WATFORD — YEA ABNEY — YEA CLARK — YEA
JARRIEL — ABSENT KEEFE — YEA MOTION CARRIED.
F. Consider a motion to amend the Contract for the Code Enforcement
Council Member Clark moved to amend the Contract for the Code Enforcement [Special] Magistrate to include
Magistrate to include authorization for reduction in fines - Chief
authorization for reduction in fines; seconded by Council Member Abney.
Peterson.
Council Member Keefe made a motion to amend the motion on the floor, to include as suggested by Chief Peterson,
only those Cases with an accrued fine of $15,000.00 or more, would be presented to the City Council for approval.
Motion to amend died for lack of a second. Discussion ensued; the Council decided it would be best to wait until the
Special Magistrate had been in place for at least one year before amending the Contract.
VOTE:
WATFORD — NO ABNEY — NO CLARK — NO
JARRIEL — ABSENT KEEFE — NO MOTION DENIED.
To clarify, all requests for reductions in code enforcement fines are to be submitted for action by the City
Council with a report and recommendation from the Special Magistrate.
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JUNE 18. 2019 - REGULAR MEETING - PAGE 8 OF 12
AGENDA
COUNCIL ACTION - DISCUSSION - VOTE
IX. NEW BUSINESS CONTINUED
G. Discuss the use of fireworks within the City - Council Member Clark.
meeting, Council Member Clark distributed three papers, one being a copy of page 1 (of a 71 page
Fdocument)
ntitled, "Division of State Fire Marshal, list of approved sparklers, February 1, 2017 to January 31,
econd being a copy of Florida Statute 791.05 Seizure of illegal fireworks, which read, "each sheriff, or
his or her appointee, or other police officer, shall seize, take, remove or cause to be removed at the expense of the
owner, all stocks of fireworks or combustibles offered or exposed for sale, stored, or held in violation of this chapter."
Third, a page with the following paragraph: "Under Florida law, only sparklers, approved by the Florida Division of
State Fire Marshal, are legal for consumer usage. It is illegal to use exploding and/or flying fireworks in Florida,
which include shells and mortars multiple tube devices, Roman candles, rockets, and firecrackers."
Council Member Clark explained her neighbors have been setting off illegal fireworks recently and since
Independence Day is approaching she wanted to bring up the subject of the use of fireworks within the City as they
are illegal, excluding sparklers. However, there is a waiver individuals can complete in order to purchase the larger
fireworks, which provides that the person is only using them for agricultural purposes to scare nuisance fowl. She
reminded everyone the City has an Ordinance stating the same language as the Florida Statutes, and requested
Police Officers stop the use of illegal fireworks when it is not associated with Independence Day or New Year's,
Chief Peterson explained when dispatch receives calls regarding fireworks it is handled by the Officers' preference.
He went on to explain that there could not be exceptions for holidays or special events. Discussion continued, the
Chief interjected he would provide a public service announcement through the local radio stations and social media
for the community to be aware that any fireworks other than the use of sparklers is illegal and everyone needs to be
cognoscente of their neighbors pets and children and that the Department will try a new approach on this matter.
No official action was taken on this item.
H. Consider Centennial Park chickee alternatives - City Administrator.
Administrator MontesDeOca advised it was brought to his attention that prior to the bid for construction of chickee
huts within the Centennial Park being let, the City should look into alternative materials. The landscape plan for the
Park (copy distributed at the meeting) shows a total of eight huts. One existing was noted on the plan; it was
donated last year. The reasoning for looking into alternatives is the costs associated with having the palmetto thatch
roof redone often and fire retardant applied annually. The Council requested the Administrator provide the
costs to construct a traditional chickee hut, costs for alternative materials that could be used for the roofs
and all annual maintenance costs for each (palmetto, aluminum, concrete, etc). Once the information is
provided the Council would be able to make an informed comparison and decision at that time.
Council Member Keefe also requested that Staff research whether all necessary stop signs are placed at the
intersection of Southeast 7th Street and 6th Avenue and the entrance/exit of the Park.
I. Discuss current and future needs for legal services - City Attorney and
Administrator MontesDeOca and Attorney Cook briefly explained the activities and responsibilities for the City
City Administrator.
Attorney are very broad and cover every facet from a labor attorney to quasi -pension attorney to land sales and then
day-to-day activities.
JUNE 18, 2019 -REGULAR MEETING -PAGE 9 OF 12 I;
AGENDA
IX. NEW BUSINESS CONTINUED
J. Discuss current and future needs for legal services continued
COUNCIL ACTION - DISCUSSION -VOTE
The only issues Mr. Cook does not cover for the City is workers compensation as that is provided through the City's
public risk insurance company, and legal counsel for the three Pension Boards, which is covered by the Pension
Attorney.
Council Member Keefe began the discussion by conveying that the subject of the Attorney's performance came
about during his recent annual performance evaluation. The City has contracted a sole Attorney to provide legal
services, which states that he attend meetings for the City Council, Technical Review Committee, Planning
Board/Board of Adjustment, and other appointed citizen boards. Council Member Keefe explained he understands
that a person cannot be present all the time, but was very concerned with the number of absences from meetings as
when the sole Attorney is absent, the Council/Board has no legal advice and items have to be postponed until legal
representation is present. Just that point alone shows the City's demands, per the Contract, are not being met. In
his opinion, with the direction the City is headed, more work is being required and in conversations he and Attorney
Cook have had, the additional work is more than a sole person can handle or that is provided for under the current
Contract. Council Member Keefe then made a motion that we [the City] not renew the City Attorney's Contract for
this year [ending September 30, 20191 and immediately put out a Request For Qualifications (RFQ)to get Attorney
Services that would meet our [the City's] needs; second by Council Member Clark,
Mayor Watford provided his comments stating he understood where Council Member Keefe was coming from and
appreciated his thoughts. However, he did not support the motion. He added Attorney Cook's average evaluation
score this year was at the satisfactory mark. Out of the five evaluations completed, only one was rated below
average, Over the years the evaluations have been conducted, the average score has never been below
satisfactory, and until this year he could not recall any individual score being below satisfactory. Mayor Watford
continued that costs for legal counsel would increase dramatically as requirements for a City Attorney are different
from when an individual seeks legal advice/counsel. Mr. Cook has 31-years of City specific knowledge over another
Attorney.
Council Member Clark explained that while she seconded the motion, she was not in favor of voting to not continue
services with Mr. Cook. Her concern as she conveyed to him on her evaluation, is that he cannot be present all the
time and the City may need to split the services. She continued by conveying that she recently attended a Planning
Board meeting where Attorney Cook was absent and a legal question asked during the meeting could not be
answered. She agreed with Council Member Keefe in that the workload was getting beyond what one person could
manage.
Council Member Abney noted the same sentiments as Council Member Clark and added that he was not in favor of
just terminating the Contract as that seems a bit harsh and rash after providing 30 plus years of services, which
needs to be taken into consideration. He believed there was an issue that needed to be addressed and wanted to
see what options might be available.
JUNE 18. 2019- REGULAR MEETING - PAGE 10 of 12
51
AGENDA
COUNCIL ACTION - DISCUSSION - VOTE
IX. NEW BUSINESS CONTINUED
I. Discuss current and future needs for legal services continued.
Mayor Watford opened the discussion to the public. Mr, James Kirk, retired Mayor of the City of Okeechobee,
addressed Council stating "sometimes we look for a problem where there is not a problem." He then went on to
share his support for Mr. Cook, explaining for 26 of his 28-year tenure on the Council he received sound legal
advice and the cost savings afforded the City over hiring a Law Firm. In closing, Mr. Kirk noted the Council is
responsible for providing assistance to the Attorney when they increase the workload; the assistance should be a
solution, not a termination without cause. He asked the Council to use wisdom when reaching a decision and one
that was in the best interest for all the citizens of the City.
Discussion continued regarding the part of the motion that terminates the existing Contract, whether the Council or
Staff could create a new document that would in essence be a job description for legal services. Council Member
Keefe made a motion to amend the motion on the floor, to remove words "to not renew the City Attorney's Contract
this year." Motion died for lack of a second. Discussion ensued further as to other methods the Council could use to
resolve the issue such as creating a legal services job description and affording Mr. Cook with the opportunity to
re -negotiate the newly required services before September 30, 2019. There being no additional discussion or
motions to amend, the Mayor called for a vote.
VOTE:
WATFORD — NO ABNEY— NO CLARK — NO
JARRIEL — ABSENT KEEFE — YEA MOTION DENIED.
Council Member Clark made a motion that in the next 60-days we come up with a new job description
[scope of workl for our City Attorney so it encompasses all the duties to be required; seconded by Council
Member Keefe.
Mayor Watford stated for clarification the intent of the motion is that the City is basically negotiating a new Contract
with Attorney Cook. He can negotiate what areas he would be able to provide services for and costs it does not
have to be for all services on the new job description/scope of work; any responsibilities not covered in the new
Contract with Mr. Cook would then need to be provided through a separate Attorney hired through the RFQ process.
Council Members Clark, Abney, and Keefe each noted their agreement. Mayor Watford also confirmed
Administrator MontesDeOca understood that the Council is to approve the newjob description/scope of work before
it is finalized and before negotiations begin with Attorney Cook.
VOTE:
WATFORD — NO ABNEY — YEA CLARK — YEA
JARRIEL — ABSENT KEEFE — YEA MOTION CARRIED.
JUNE 18, 2019 - REGULAR MEETING - PAGE 11 OF 12 51
II AGENDA II COUNCIL ACTION - DISCUSSION - VOTE II
IX. NEW BUSINESS CONTINUED
ITEM ADDED TO AGENDA: J. Consider a motion to implement an
additional School Resource Officer to be assigned to Okeechobee Christian
Academy - Chief Peterson (Exhibit 4).
X. COUNCIL COMMENTS
Mayor Watford:
Council Member Abney:
Council Member Clark:
Council Member Jarriel:
Council Member Keefe:
Council Member Abney moved to implement an additional School Resource Officer (SRO) to be assigned to
Okeechobee Christian Academy (OCA); seconded by Council Member Clark.
Chief Peterson provided a breakdown of annual recurring costs and start-up costs to provide a SRO for OCA, a
private school located within the City Limits with students from pre -kindergarten through 12th grade and located at
701 South Parrott Avenue. The SRO annual costs would be reimbursed to the City by OCA. The approval of this
motion will allow the Chief to make the necessary staffing changes and schedule training until an Agreement can be
drafted and provided at the next meeting. OCA Principal Melissa King was in attendance.
VOTE:
WATFORD — YEA ABNEY — YEA CLARK — YEA
JARRIEL — ABSENT KEEFE — YEA MOTION CARRIED.
Mayor Watford opened the Gary Ritter Council Comments portion of the meeting, and stated he had no comments
to offer.
Council Member Abney thanked Mayor Kirk for attending the meeting and for his comments.
Council Member Clark thanked the City for providing the opportunity for she, along with Council Members Jarriel
and Keefe to attend the Institute for Elected Municipal Officials. The program was excellent, she learned a lot, and
the classes were well worth attending.
Council Member Jarriel was absent.
Council Member Keefe questioned the status of organizing the Strategic Plan Workshop. Clerk Gamiotea advised
the Council's action was to instruct the City Administrator to contact the County Administrator to gain insight on the
methods they have used for hosting theirs, and to contact Indian River State College for a facilitator/moderator,
Administrator MontesDeOca responded that he would reach out to both parties. Council Member Keefe added that
he wanted to create a solid foundation to grow from and having an outside moderator would be important to this.
In regards to the second Town Hall meeting, Council Member Keefe questioned whether it was being planned. Clerk
Gamiotea responded that she and the Administrator have been waiting until the FY 2019-20 Budget Calendar was
approved. It is tentatively scheduled for early October, which would be six months from the date of the first one, and
will be held during the day.
JUNE 18, 2019 - REGULAR MEETING - PAGE 12 OF 12
51 �'
AGENDA
X. COUNCIL COMMENTS CONTINUED
Council Member Keefe continued:
XI. ADJOURNMENT - Mayor
Please take notice and be advised that when a person decides to appeal any decision made by the City Council with
respect to any matter considered at this meeting, he/she may need to insure that a verbatim record of the proceeding
is made, which record includes the testimony and evidence upon which the appeal is to be based. City Clerk media are
for the sole purpose of backup for official records of the Clerk.
ATT ST:
Lane Gamio�e�, CMC, City Clerk
40'
Dowling R. W rd, Jr,, ayor
COUNCIL ACTION - DISCUSSION - VOTE
Council Member Keefe then approached the subject of having a consent agenda for the City Council Meetings.
While Council Member Clark agreed with the idea, Mayor Watford did not, stating he preferred to vote on each item,
and did not see how much time it would save during the meetings. With a majority in agreement, the
Administrator was instructed to put an item on the next agenda to discuss havina a consent aaenda and
what topics are to be included within it.
There being no further items on the agenda, Mayor Watford adjourned the meeting at 8:39 P.M. The next regular
Council meeting is scheduled for July 16, 2019, at 6:00 P.M.
Lake Okee(
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STATE OF FLORIDA
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Okeechobee, in Okeechobee County Florida that the attached
copy of advertisement being a IQ o`ii
in the matter of
in the 19th Judicial District of the Circuit Court of Okeechobee
County, Florida, was published in said newspaper in the issues of
Affiant further says that the said Lake Okeechobee News is a
newspaper published at Okeechobee, in said Okeechobee County,
Florida, and that said newspaper has heretofore been published
continuously in said Okeechobee County, Florida each week and
has been entered as second class mail matter at the post office in
Okeechobee, in said Okeechobee County, Florida, for a period of
one year next preceding the first publication of the attached copy
of advertisement, and affiant further says that she has neither
paid nor promised any person, firm or corporation any discount,
rebate, commission or refund for the purpose of securing this
advertisement for publication in the said newspaper.
Katrina Elsken
Sworn to and subscribed before me this
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CITY OF OKEECHOBEE
55 SE 3RD AVENUE ♦ COUNCIL CHAMBERS ♦ OKEECHOBEE, FL 34974
t _ JUNE 1 8, 2019
REGULAR CITY COUNCIL MEETING
OFFICIAL AGENDA
PAGE 1 OF 3
CALL TO ORDER - Mayor: June 18, 2019, City Council Regular Meeting, 6:00 p.m.
OPENING CEREMONIES: Invocation given by Pastor Chad Keathley, Church of God;
Pledge of Allegiance led by Mayor
COUNCIL MEMBERS AND STAFF ATTENDANCE - City Clerk
Mayor Dowling R. Watford, Jr.
Council Member Wes Abney
Council Member Monica Clark
Council Member Bob Jarriel
Council Member Bobby Keefe
Administrator Marcos Montes De Oca
Attorney John R. Cook
Clerk Lane Gamiotea
Deputy Clerk Bobbie Jenkins
Fire Chief Herb Smith
Police Chief Bob Peterson
Public Works Director David Allen
IV, AGENDA AND PUBLIC COMMENTS - Mayor
A. Requests for the addition, deferral or withdrawal of items on today's agenda.
B. Public participation for any issues not on the agenda — Agenda Item Form or Comment Card is required. Citizen comments are limited to 3 minutes per
speaker unless otherwise approved by the Mayor.
June 18, 2019 PAGE 2 of 3
V. PROCLAMATIONS AND PRESENTATIONS - Mayor
A. Present Fire Lieutenant Glenn Hodges with a Twenty -Five Year Longevity Service Award and Bonus.
B. Present a Certificate of Appreciation to Mr. Jack Boon for his years of service on the Police Officers Pension Fund Board of Trustees, January 30, 2014
to May 31, 2019.
C. Present a Certificate of Retirement to Police Officer Jack Boon.
D. Administer the swearing -in of Police Officer Ramon Liberato.
VI. MINUTES • City Clerk
A. Motion to dispense with the reading and approve the Summary of Council Action for the May 21, 2019 regular meeting.
VII. WARRANT REGISTER - City Administrator
A. Motion to approve the May 2019 Warrant Register.
General Fund $421,659.46
Public Facilities Improvement Fund $ 25,021.64
Capital Improvement Projects Fund $ 9,629.09
Law Enforcement Special Fund $ 75.00
VIII. UNFINISHED BUSINESS
A. Update on acquiring Primitive Baptist Church property, Lots 9-12 of Block 8, SOUTH OKEECHOBEE, PB 1/PG 12, and located at 1003 SW 3,d Avenue
— City Attorney
IX. NEW BUSINESS
A. Motion to review and approve the 2018 Fiscal Year Audited Financials - Debbie A. Goode, CPA, Carr, Riggs & Ingram, LLC and Finance Director Riedel
(Exhibit 1) _�wtl a- rtVTt(4 [?Dmmwti any pa� Addac, to MLn- c4-e �,-
B. Consider a recommendation from Code Enforcement to proceed with foreclosure on property located at 800 SW 2nd Avenue - City Attorney
June 18, 2019 PAGE 3 of 3
IX. NEW BUSINESS CONTINUED
C. Motion to appoint Mayor Dowling Watford as Voting Delegate for the 2019 Florida League of Cities Annual Conference — City Administrator (Exhibit 2)
D. Motion to ratify the election of Mr. James Pickering to the Police Officers Pension Fund Board of Trustees as an Elected Fund Member, June 1, 2019 to
Sept. 30, 2021, replacing and completing the unfinished term held by Mr. Boon — City Clerk
E. Motion to approve the purchase of a 60 KW Standby Generator from Newmans Power Systems in the amount or $24,700.00 for the Public Works Facility — Public
Works Director Allen (Exhibit 3)
Consider a motion to amend the contract for the Code Enforcement Magistrate to include authorization for reduction in fines — Chief Peterson
G. Discuss the use of fireworks within the City — Council Member Clark 3 "ZS d�4v'l bkL�eA
H. Consider Centennial Park chickee alternatives — City Administrator 1 po y— c1i5+Yi bt{e,A
I. Discuss current and future needs for legal services — City Attorney and City Administrator
&d,d e d w 1 c-k Ir`:. L�
X. COUNCIL COMMENTS — Mayor
XI. ADJOURN MEETING — Mayor
PLEASE TAKE NOTICE AND BE ADVISED that if any person desires to appeal any decision made by the City Council with respect to any matter considered at this proceeding, such interested person
will need a record of the proceeding, and for such purpose may need to ensure a verbatim record of the proceeding is made, which record includes the testimony and evidence upon which the appeal is
to be based. City Clerk recordings are for the sole purpose of backup for official records of the Clerk. In accordance with the Americans with Disabilities Act (ADA), any person with a disability as defined
by the ADA, that needs special accommodation to participate in this proceeding, contact the City Clerk's Office no later than two business days prior to proceeding, 863-763-3372.
BE ADVISED that should you intend to show any document, picture, video, or items to the Council in support or opposition to any item on the agenda, a copy of the document, picture, video, or item
must be provided to the City Clerk for the City's records.
FILE COPY
City of Okeechobee, June 18, 2019 Meeting Minutes taken during the meeting by Lane Gamiotea
I. CALL TO ORDER: Mayor Watford called the Regular City Council Meeting to order on June 18, 2019, at 6:00 P.M.
in the Council Chambers, Room 200 located at City Hall, 55 SE 3rd Avenue, Okeechobee, Florida 34974.
II. OPENING CEREMONIES: The invocation given by Pastor Don Hanna, 1st United Methodist Church in absence of
Pastor Chad Keathley, Church of God; the Pledge of Allegiance was led by Mayor Watford.
MAYOR, COUNCIL MEMBERS AND STAFF ATTENDANCE - City Clerk
Mayor Dowling R. Watford, Jr.
Present
Council Member Wes Abney
Present
Council Member Monica Clark
Present
Council Member Bob Jarriel
Absent (attending Cattleman's Convention)
Council Member Bobby Keefe
Present
City Attorney John R. Cook
Present
City Administrator Marcos MontesDeOca
Present
City Clerk Lane Gamiotea
Present
Deputy City Clerk Bobbie Jenkins
Absent — working in office, Intern Alysa Osterman attending
Fire Chief Herb Smith
Present
Police Chief Bob Peterson
Present
Public Works Director David Allen
Present
Finance Director India Riedel
Present (not listed on agenda but attending)
IV. AGENDA AND PUBLIC COMMENTS - Mayor
A. Requests for the addition, deferral or withdrawal of items on today's agenda.
Mayor Watford asked whether there were any requests for the addition, deferral, or withdrawal of items on today's agenda.
Add new business item J, SRO for OCA — Chief Peterson, Exhibit #4.
Add update 1st new business item, A.1. and a will be A.2. from Lobbyist.
No objections noted for additions. Rest of agenda remains as published.
B. Public participation for any issues not on the agenda - Agenda Item Form or Comment Card is required. Citizen
comments are limited to 3 minutes per speaker unless otherwise approved by the Mayor.
Mayor Watford asked whether there were any comment cards presented for public comment.
None,
V. PROCLAMATIONS AND PRESENTATIONS — Mayor
A. Present Fire Lieutenant Glenn Hodges with a Twenty -Five Year Longevity Service Award and Bonus.
Smith — LT for C shift, multiple state certifications and instructor at the IRSC Fire Academy helped many graduates over the
years. Uniqueness with special operations for vehicles extractions and gladly gives that knowledge on to the other FF's.
Brush Fires in Brevard Fire Storm, one of the first crews in that said he burned up the fire truck,
Prior to 25 yrs, Tally Cooper, County, and Broward County other Fire Dept worked for.
On behalf of the City, Mayor Watford and Fire Chief Smith presented Mr. Wilbur "Glenn" Hodges with a Longevity Service
Award in the amount of $500.00 and a framed certificate which read, "In recognition of your 25-years of service, hard
work, and dedication to the City, its citizens, and your fellow employees from June 17, 1994 to June 17, 2019."
Fire Dept members present: FF Crews, Hernandez & Weeks, Capt. Rodriguez.
B. Present a Certificate of Appreciation to Mr. Jack Boon for his years of service on the Police Officers Pension Fund
Board of Trustees, January 30, 2014 to May 31, 2019.
Page 1 of 14
Mayor Watford presented Mr. Jack Boon with a Certificate of Appreciation that read as follows: "The City of Okeechobee
recognizes the Valuable Contribution of Community Involvement and Hereby Extends this Expression of Grateful
Appreciation to Jack Boon for Faithful Service as a Dedicated Member appointed to the Police Officers' Pension
Trust Fund Board of Trustees January 30, 2014 to May 31, 2019."
Mr. Boon, accompanied by his wife Kristen, daughter Alex and son Josh.
Police Dept members present: Major Hagan, Det. Sgt Taylor, Sgt's Almazon& Reyna, Det. Saum, K9 Luna, Officers Francis,
Liberato, & Romero.
C. Present a Certificate of Retirement to Police Officer Jack Boon.
On behalf of the City, Mayor Watford and Police Chief Peterson presented Officer Boon with his Retirement Badge
and a Certificate of Retirement that read: "Whereas, Mr. Jack Daniel Boon began his career with the City of
Okeechobee as an experienced and certified Law Enforcement Officer on December 9, 2005; and Whereas, Jack's
initial assignment was as an Officer to the Road Patrol until October 3, 2014, when he was transferred to the
Detective Division. He then served as one of the City's first School Resource Officers from May 2, 2018 until July
18, 2018, when he was reassigned to Road Patrol, and Whereas, education has been an important key to Jack's
leadership role, obtaining over 118 certificates of completion for attending seminars, conferences, training, and
continuing education classes. Furthermore, since 2009 he served in the capacity of one of the Department's Law
Enforcement Basic Course Instructors, Taser Instructor, and Certified Firearms Instructor. Additionally from
October 2011 to January 2016 he served as an Instructor of the Police Academy for Indian River State College
instilling a dedicated work ethic in future recruits for the Department, and Whereas, during his tenure Jack was
elected by his co-workers to represent their interests on the Police Officers' Pension Plan Board of Trustees from
2014 through May 31, 2019, during which time he served as Chairperson; and Whereas, being admired by his fellow
Police Officers as impartial and fair, Jack was selected to represent the Department on the City-wide Employee
Grievance Committee for four consecutive years beginning January 2016 until his retirement, and Whereas, Jack
has served under the guidance of two City Police Chiefs, Dennis Davis and Robert Peterson, of which both
described him to be an asset to the Department because of his dedication, enthusiasm, and ability to encourage
his fellow officers. Now, Therefore, this Certificate is being presented this 18t" day of June, 2019, upon 13 and a
half years of faithful public service in recognition of Jack's Retirement as of May 31, 2019. Retirement is a time to
look back with admiration, and look forward with anticipation. Your City family wishes you all the best on your next
chapter!"
Peterson — serve as a good example, that carries on and you've done that and we appreciate that. Jack brought this
department, use to be a rodeo clown. Presentation of his retirement badge.
He's joining the part time temporary officer crew to continue.
Jack — enjoyed my time here, getting old hurts. Enjoyed, moving onto my next adventure.
Mr. Boon, accompanied by his wife Kristen, daughter Alex and son Josh.
Police Dept members present: Major Hagan, Det. Sgt Taylor, Sgt's Almazon& Reyna, Det. Saum, K9 Luna, Officers Francis,
Liberato, & Romero.
D. Administer the swearing -in of Police Officer Ramon Liberato.
Auxiliary and sponsor those in the academy, local graduates. Then move on with temporary part time officers.
Parents: mom and dad, girlfriend. Born and raised in the city limits.
2017 OHS graduate. Broke down, Kelly M. gave him a ride home, and began recruiting him, with aux, spent time to Aurielo,
2 yrs later now a full time employee.
Chief Peterson administered the Oath of Office to Police Officer Ramon Liberato, Jr.; with his right hand raised, he recited
the following Oath: "1, Ramon Liberato, Jr., do solemnly swear that I will support the Constitution of the United
States, the Constitution of the State of Florida, and the ordinances of the City of Okeechobee. That I will faithfully
perform the duties of Police Officer of the City of Okeechobee, so help me God." He was pinned with his badge by
Page 2 of 14
Officer Liberator was hired as a part-time Officer on December 3, 2018, and was recently transferred to full-time.
RL thanks the city for the opportunity to serve the community .
Police Dept members present: Major Hagan, Det. Sgt Taylor, Sgt's Almazon& Reyna, Det. Saum, K9 Luna, Officers Francis,
Boon, & Romero.
VI. MINUTES — City Clerk
A. Motion to dispense with the reading and approve the Summary of Council Action for the May 21, 2019 regular
meeting.
Council Member Keefe moved to dispense with the reading and approve the Summary of Council Action for the May 21,
2019, Regular meeting; seconded by Council Member Clark.
VOTE:
WATFORD — YEA ABNEY — YEA CLARK — YEA
JARRIEL — ABSENT KEEFE — YEA MOTION CARRIED.
VII. WARRANT REGISTER — City Administrator
A. Motion to approve the May 2019 Warrant Register.
General Fund $421,659.46
Public Facilities Improvement Fund $ 25,021.64
Capital Improvement Projects Fund $ 9,629.09
Law Enforcement Special Fund $ 75.00
Council Member Clark moved to approve the May 2019 Warrant Register in the amounts: General Fund, four hundred
twenty-one thousand, six hundred fifty-nine dollars and forty-six cents ($421,659.46); Public Facilities Improvement Fund,
twenty-five thousand, twenty-one dollars and sixty-four cents ($25,021.64); Capital Improvement Projects Fund, nine
thousand, six hundred twenty-nine dollars and nine cents ($9,629.09); and Law Enforcement Special Fund, seventy-five
dollars and zero cents ($75.00); seconded by Council Member Abney.
VOTE:
WATFORD — YEA ABNEY — YEA CLARK — YEA
.JARRIEL — ABSENT KEEFE — YEA MOTION CARRIED.
Vlll. UNFINISHED BUSINESS
A. Update on acquiring Primitive Baptist Church property Lots 9 through 12 of Block 8, SOUTH OKEECHOBEE, Plat
Book 1/Page 12, and located at 1003 Southwest 3rd Avenue — City Attorney.
Cook — confusion last meeting with tax certificates holds on this property, myself, mayor and India, keefe told another,
appears India and I put alto of work in process is anybody could go in and pay the certificates but doesn't' give you any
ownership interest in the property paying that off would be money wed never recover. So the CA guy via email and phone
spoke said this is their business city interest in these certificates for the city to make an offered and make it your best offer
show they don't negotiate the offers. Indicated offering $15,000 immediately (Admin) can spend that much, there was no
response since. Indicated meeting tonight, could discuss making an offer. Property inspected but needs complete
renovation, don't know that costs. Open for discussion, serious about this property to send amount to company then that's
what we need to do.
DW — been involved with the process, we did bid on the 2018 taxes and we won that bid at 0% interest and we paid the
2018 taxes, problem is it doesn't give us much advantage. Spoke with Tax Collector Watford directly to get instructions. CA
could go in and request a tax deed, they don't automatically get a deed, it then goes up for public auction, we could go bid
anybody can bid, that company could bid. So that's 1 option is wait to see if they do that and we'd just have to bid. Would be
cumbersome since wed have to agree to max amount wed bid.
Page 3 of 14
Other option is to offer this company something that they may or may not accept and then all we'd get is the certificate. Most
of these companies don't ever do anything with them, they just hold onto them and wait to be paid for the taxes and interest.
Kind of touchy and involves some risks. We were told we cannot pay the taxes but we can but doesn't give us anything,
could pay the taxes, and take this CA company out it all together.
There is a procedure since the property is in a trust, could go to court and request a judge appoint a trustee. Aware the
family wants this taken care of. Then have the trustee donate the property to the city.
Risk if we pay the taxes and some one comes in .... Risk judge wants every heir notified, plus side takes CA company out,
don't have to pay them any money to get the certificates, then if we get a trustee appointed. Only money involved would be
the money paid for the taxes/certificate. So is it worth that risk. To me it's the better solution to take that company out and
then get that trustee appointed. Better solution than offer this company something for it.
Cook — we have someone willing to take that role to rep the family trust, a current heir, feel certain court would appoint him,
if folks were interested in keeping this property they should have done something on it years ago. That process can be done
but there is some risk. I have the exact number 2016 & 17 taxes are $... Don't do anything property will be gone forever.
WA — make offer to CA company or go to court.
DW — we don't have to offer company anything, we pay the taxes to the tax collector, they are then reimbursed their money
and interest, they no long have tax certificates. We don't have any bearing on the property, only paid the taxes. The only
person who can cause the tax deed to be done is the person who holds the 2016 tax certificate. The problem is we have to
buy the tax certificate. It technically could go back to the family. The trustee being appointed would then deed to the city.
Still taking risk if we buy the tax certificate if tit goes up for bid for a tax deed.
JC — appraised value is to high, $80,000
BK — to make a blanket a statement, best case scenario, pay the $6500.00, the tax collector just wants her taxes, she
doesn't care where it comes from, right now its accruing interest for some company. We can satisfy her desire for taxes and
pay that $6,500.00 and then solicit the circuit court to appoint, or county judge whomever it is, to appoint the heir or the
trustee and our hope, which hope should never be a course of action but hope that the trustee would then donate the
property to us. I think in that simple term yes there's a risk but it's the least amount of risk in spending any bit of money. And
I think we've already had discussions with certain heirs that are for and have been for some time, for donating the property
to the City. I certainly hate to waste any more time or deliberations or seeing where it goes from here or that company now
knows there's interested parties and ??? that tax certificate ??? can go anywhere after the auction. I'd like to make a
motion:
Council Member Keefe moved to direct staff to satisfy the tax certificates that are currently held and to proceed
with obtaining from the county budge, the appointment of a trustee to negotiate the property to the city. *correction
by CookMatford: circuit fudge*; Abney second.
JC — subject to first determining that no one else has done this in the last 2 weeks.
MDO — not to muddy it even more, worse case, we satisfy this if we don't have this determined in 22 months, we would be
the holder of the next certificate holder in line to go through.....
DW — ??? yeah we have 2018, MDO — yes sir so we would be the next one to ???
DW - that might be an even better solution, of course we're going to be accruing taxes right now, so were going to have
more taxes to pay, but still that might be...
BK — at 0% interest though.
MDO — but then 22 months from now, we could .....
DW — ??? but we have the 19 taxes and some of the 20 taxes
MDO — but we would still satisfy under the council direction, still satisfy the past taxes so we would be number 1 in line and
then worse case if we can't get a trustee appointed we could offer a tax deed, so it's like a backup plan that reduces the
risk.
DW — that makes me feel even better, never thought of that. Its kind of a safe guard, makes me feel better.
MC — how many months will it take to get in front of a circuit judge to get trustee appointed, 1.5 yrs?
JC — no, this is a simple matter, probate court I would think 6 to 8 weeks, plus newspaper publication for 30 days,
MC — where's the money coming from to pay the taxes?
Page 4 of 14
MDO — straight from reserves as its not allocated.
IR — may I, we do have funds available for derelict buildings or foreclosures, things of that nature and that's where we used
for 2018 taxes, its not being used for other items at this time.
MC — send code enforcement
DW — we tried. We cited them for not mowing the yard and someone went and mowed yard. Believe it or not, somebody
went and mowed the yard.
JC — and we cited them on the baptism outside in the back and they fixed that too.
DW — somebody outsmarted us, we have been down that way and that was our first plan, call for a vote on the
motion to pay the 2016-17 taxes and start the procedure in getting trustee appointed.
VOTE:
WATFORD - YEA ABNEY — YEA CLARK — YEA
JARRIEL — ABSENT KEEFE — YEA MOTION CARRIED.
IX. NEW BUSINESS
Added to agenda: A.1. Update from CAS Governmental Services, LLC on the 2019 Legislative Session —Connie
Vanassche
Connie appeared before the City Council requesting to give an update to the Council.
Legislative session new members, mixed up, delegation hearing was late in the process, already in committee weeks by the
time many were held. Appropriations were due on Feb 5 and delegations weren't held, House needed to present projects,
you had a project within the groups that were eligible for funding. Continued to work with reps, chairs, etc on the projects for
the City, mostly water related. Over 3,000 filed, 191 passed. Budget sent on Fri to Gov, has till 29th to veto and sign.
Delegation Hearing is - Oct 3rd need it 10 days prior.
Sept 16-20 committee week.
Water projects are done at the end. Hurricane Michael was an issue. FEMA funds didn't come through from Feds. During all
the time made 1600 projects filed with a $3 billion price tag, we did get your 1 project to stay and got the funding.
We're here to help with the next years packet. We remain up there, can make your appointments for you, help you get in to
see the legislators you need to meet with.
DW — appreciate the work you've done, had a joint workshop last night with the BOCC & SC — big issue to get more funds
for the SRO program, going to be a big request.
Connie — that was also some of the action going on up there.
MDO — mtgs with DOT or other state agencies.
Connie — love your new website its very nice. Honored to represent the city.
A. Motion to review and approve the 2018 Fiscal Year Audited Financials - Debbie A. Goode, CPA, Carr, Riggs &
Ingram, LLC and Finance Director Riedel (Exhibit 1).
Council Member Keefe moved to review and approve the Fiscal Year 2017-18 Audited Financial Statements as presented;
seconded by Council Member Clark.
IR — 2018 FYE audit for the City, senior Auditor and partner with Carr, Riggs and Ingram. She was not in the field for the
review this year. She will be reviwing the audit.
Ms. Debbie A. Goode, CPA, with Carr, Riggs & Ingram, LLC, presented the City's Financial Statement (Audit Report), for
Fiscal Year (FY) October 1, 2017, through September 30, 2018. Prior to the meeting, copies of the report were distributed to
the Mayor and Council.
Pg 5, 19 net pension asset $1,226,289. Good news very well funded.
Pg 21 balance sheet. And unassigned general $8,222,703, compared to pg 22
Pages: 25, 63, 75, 76 minor issue, capital assets, wasn't documented on the form, managements response is there, use
that to make sure its documented.
Page 11 bank statements — want signature on them when reviewed.
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DW — I usually have a bunch of questions, didn't have time to reive it, you're available if I have questions.
Debbie — yes, I work for you anytime.
MDO - our liability went down,
Pg 35, item D 12 because the liability was reduced, see on pg 19 on non -current liabilities $153,110.00
Your finance director does a good job. We wait for pension auditors, could have had it earlier but had to wait for pension
audit.
IR — want to address the 2 findings, didn't go back when there was a findings, been probably 10 or 12 yrs.
DW — if that's the only 2 things in the city then we're in good shape,
Appreciate them pointing it out and we'll get that taken care of.
DW — Carl T Durrance, my dad said never gave 100, there's a mistake somewhere.
WATFORD — YEA
JARRIEL — ABSENT
VOTE:
ABNEY — YEA
KEEFE — YEA
CLARK — YEA
MOTION CARRIED.
B. Consider a recommendation from Code Enforcement to proceed with foreclosure on property located at 800
Southwest 2nd Avenue — City Attorney.
Initial Findings: December 12, 2017, Code Board found the property at 800 SW 2nd Avenue, Case No. 17-036 to be in
violation of Section 30-43 Public nuisance and Section 30-44 General cleaning and beautification. If not in compliance by
receipt of property notification of this action, a $50.00 per day fine would be imposed. Additionally the it was recommended
that the City abate the nuisance if the property owner does not comply with all costs incurred by the City for mowing and
cleaning be assessed as a lien on the property.
December 23, 2017, the fine began.
At the September 11, 2018, Code Enforcement Board meeting, the Board voted unanimously to recommend Case No. 17-
036, 800 SW 2nd Avenue be sent to the City Council to proceed with foreclosure based on testimony of Code Officer
Sterling.
Cook — called to my attention from a public records request by J. Tewksbury. Been well over 90 days. Last item after code
bode disbanded. Lot isn't of sufficient size for a structure.
DW — still out of compliance? Yes.
Motion by Council Member Clark; 2nd by Council Member Abney to accept the CEB to proceed with foreclosure.
VOTE:
WATFORD — YEA ABNEY — YEA
JARRIEL — ABSENT KEEFE — YEA
CLARK — YEA
MOTION CARRIED.
C. Motion to appoint Mayor Dowling Watford as Voting Delegate for the 2019 Florida League of Cities Annual
Conference — City Administrator (Exhibit 2).
Council Member Keefe moved to appoint Mayor Dowling Watford as Voting Delegate for the 2019 Florida League of Cities
Annual Conference; seconded by Council Member Abney.
VOTE:
WATFORD — YEA ABNEY — YEA CLARK — YEA
JARRIEL — ABSENT KEEFE — YEA MOTION CARRIED.
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D. Motion to ratify the election of Mr. James Pickering to the Police Officers Pension Fund Board of Trustees as an
Elected Fund Member, June 1, 2019 to Sept. 30, 2021, replacing and completing the unfinished term held by Mr.
Boon — City Clerk.
Council Member Abney moved to ratify the election of Mr. James Pickering to the Police Officers Pension Fund Board of
Trustees as an Elected Fund Member, June 1, 2019 to Sept. 30, 2021, replacing and completing the unfinished term held
by Mr. Boon; seconded by Council Member Keefe.
VOTE:
WATFORD — YEA ABNEY — YEA CLARK — YEA
JARRIEL — ABSENT KEEFE — YEA MOTION CARRIED.
E. Motion to approve the purchase of a 60 KW Standby Generator from Newmans Power Systems in the amount or
$24,700.00 for the Public Works Facility — Public Works Director Allen (Exhibit 3).
Council Member Clark moved to approve the purchase of a 60 KW Standby Generator from Newmans Power Systems in
the amount or $24,700.00 for the Public Works Facility; seconded by Council Member Keefe.
DA — don't have a generator, facilities, budgeted for new generator, looked through state bid, OUA generators, they were
the low bid. Under budget
DA — we will re -purpose the propane tank from city hall to use. Still have to get local electrician to do the electrical.
Don't have natural gas close enough to get.
This will run office, big barn which is the only highest rating building we have.
VOTE:
WATFORD — YEA ABNEY — YEA CLARK — YEA
JARRIEL — ABSENT KEEFE — YEA MOTION CARRIED.
F. Consider a motion to amend the contract for the Code Enforcement Magistrate to include authorization for reduction
in fines — Chief Peterson.
Council Member Clark moved to amend the contract for the Code Enforcement Magistrate to include authorization for
reduction in fines; seconded by Council Member Abney.
Peterson, item 2.A. in contract highlighted. Consider amending this for the magistrate to reduce the fines instead of the city
council, do you want to hear every one of those cases? Reduce the fines on his own. He's an attorney, he's on board with
what we're trying to accomplish.
BK — like the idea not every idea not coming before us, is there a threshold of a reduction its to not go below? If we don't
have the process and suggestion we adopt that.
BP — when you put rules like that on, it causes problems based on each situation, I generally don't like having a absolute set
rule on it. We can let him know through good communication without getting too strict. If it doesn't work we can come back.
DW — do we know how the county does it?
BP — I think they can,, don't know for sure.
BK — I understand what you're saying so I retract my comment, do like ability to have the magistrate having the leeway.
DW — would staff have input on the reduction?
BP — staff gives recommendation on each and he can consider that, could put a max like if the fine exceeds $????? Then it
must come to the city council and filter out the minor cases.
MC — concern just disbanded code board, have it part of consent agenda, reduction of fine have a problem with the
reduction, at least another 6 months keep it with the way we have it. People change, things change, want to have a say for
our citizens. Think we need it to come back to us.
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DW — you want it to stay like it is.
MC — like to see using Magistrate for a year and then consider making changes.
BP — process list. My thoughts are the magistrate works for us and either he works as we expect him to or we find another
magistrate.
DW — do we want them to come back to us or to him?
WA — concerned with how far reduced, bear minimum then no teeth.
DW — only reduce fine after its in compliance.
WA — they may drag it out.
BK — properties purchased and then brought it in compliance. Very tricky where do we draw the line.
BP — intent is to bring property in compliance, ones who refuse, lucky few and far between those that don't take care of it.
Getting over 90% compliance.
WA — how many have been requested? 2
BP - In error they were reduced. New Owner, $10,000-$12,000 to $200. Here's the problem, who are you going to make
pay the money, the old person who had the fine against them.
BK — were those fines liens?
BP — the other was the florist, BTR violation, started fresh with him. He paid both BTRs he was behind, $7000+/- reduced to
$700.
DW — do we want to move forward, or wait.
Council Member Keefe made a motion to amend the motion on the floor, amend the contract for the Code
Enforcement Magistrate to include authorization for reduction in fines; to include as suggested by Chief Peterson,
only those Cases with an accrued fine of $15,000.00 or more would be presented to the City Council for approval.
Motion to amend dies for lack of second.
MC — amend next 6 or leave.
VOTE:
WATFORD — NO A►BNEY — NO CLARK — NO
JARRIEL — ABSENT KEEFE — NO MOTION DENIED.
DW — will look at again in 6 months.
G. Discuss the use of fireworks within the City — Council Member Clark.
MC — distributed 3 pages on subject, had neighbors setting off fireworks. Only sparklers are legal. We have an ordinance in
the city saying the same thing.
Want officers and deputies to stop the illegal use of fireworks, try to get the message out to the community, understand if
BP — understand its officers specific, doesn't have exceptions either enforce it all or none, if you want to make an exception
for certain holidays, then suggest you apply dates and time. If that's the direction council wants to head in, that's fine, but if
we're going to allow for certain holidays that's fine, but either all or nothing.
MC — FS says you cant make exceptions. Think there will be less complaints. We can't do anything with the ordinance.
BP — we can put a PSA out there, different approach.
MC — elderly neighbor that calls me every time,
H. Consider Centennial Park chickee alternatives — City Administrator.
MDO — came to my attention to look at alternatives for the chickee's
7 all to be covered? MDO looking at 5.
DA — looking to do 4 more to the 1 we have.
BK — what's the ??? with chickee, those roofs compared to an aluminum
DA — tribe has done come donations. Fire retardant has to be sprayed annually at $180 per
BK — you haven't given another option.
MDO — want to know what we're doing to see what council thinks.
BK — don't know what the alternatives are and future maintain costs for them?
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WA — see if we want to look alternatives, I want to see alternatives, associated maintenance up keep costs for down the
road. Which then the plan would have to be produced. Do you want a chickee or other structure?
BK — last time drove there, no stop signs at intersection. MDO — doing noted.
WA, BK, MC — alternatives.
DW — I want to see chickees as one of the options.
I. Discuss current and future needs for legal services — City Attorney and City Administrator.
MDO — I'll start it and I guess John this is more of a focus for you. One of the items that came up is what services we do
have an what we go through I'll say from the City standpoint we cover the gamut of every facet of what we would require of
what John does from a labor attorney to quasi pension attorney to land sales to day to day activities, so that's kind of under
the use but I know it was wanted to be expanded upon about what John has done in the past, but we don't just focus on one
item we do cover, I joke even the newbies up here today, you've seen everything we've done from land sales to... its not
just typically items that come before us, I'll leave the rest up to John.
JC — only thing I do not do is pension and WC we have outside legal to cover that ??? cannot hear what's said...
DW — Council member Keefe, this was your item so I assume you want to address us.
BK — thank you Mr. Mayor, well barring any other comments from either the administrator or attorney, this was brought up
because it was brought to my attention during the evaluation meeting I had with the city attorney, his words were, his work
load, that has been presented, to this position is more than his contract, is more than he can handle. That's not a verbatim
quote but that's my perception of our meeting, his comments were, cause I let him know my thoughts on his performance,
and areas that he was lacking, and one of his comments to me was well just seems that you don't know everything that I do;
so I suggested to him, maybe you should present to the council, give us a presentation of just what you do so we have a
better understanding. Again one of the comments made was that our current demands were more than he can handle,
either contract or him or what have you. One point, off the top of my head is his attendance. We have contracted a sole
attorney to provide attorney services to the city council and in the contract it states that he is to attend city council meetings,
TRC meetings, Planning board meetings, all the you know citizen boards meetings. Madam clerk provided an attendance
record some time ago for both the administrator and attorney. And it shows a number of absences, very much
understandable. Council Member Bob Jarriel is absent this evening, life happens, but we still have a quorum to make
decisions and conduct our business, when the sole attorney/person providing attorney services to the council is absent we
have no legal representation, no legal advice, here at our meetings, and we have to postpone items on the agenda to take
action on until legal representation is present. Just that point alone, our needs, demands, per our contract are not being
met. I could go on about different things, this isn't a personal, its strictly business up here as far as the city council and city
needs and I think the direction we're going and the more work load were going to have... I mean 1 of the first things I told
the administrator after being elected I said, plan to start getting busier, so I think he could say he has been a lot busier, I
would like to let it be known that our needs and even according to the city attorney are more than his sole person can
handle. Council Member Keefe, I'd like to make a motion that we not renew the city attorney's contract for this year
and that we immediately put out an RFQ to get attorney services that would meet our needs; Second by Council
Member Clark.
DW — okay we'll open for discussion.
JK — how about from the floor? DW — thank you let me and council make some comments and then I'll ask for the public
comments.
DW — I understand where you're coming from and appreciate your thoughts. Couple thinks I'd like to say. #1 the attorneys
evaluations have been pretty consistent as far as I can recall what we would consider the I think it was a 3 point something,
what do we consider that, average? Okay so it hasn't been below average. There was one out of all the evaluations there
was only 1 that was below average, this year, one that was below average, think previous to that, that am aware of there
haven't been any that were below average so this was the first year we've ever had even one below average. I'd also like to
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say, the city attorney is different than when you go, you know when you go if you need legal services, you normally go to
estate planning you go to an attorney that specializes in estates, if you need a civil attorney, or whatever you need, a City
attorney position is much different than the regular attorney you'd go to, the city has certain needs, city has certain things
we have to do legally from the state so forth so it it takes... not every attorney could walk in off the stead and sit here and be
the city attorney because he would not have that knowledge. John, I will iust say this, John has built up that knowledge over
the years he's been the attorney for a long time. I certainly would not support this motion at all. Its going to take a
specialized attorney, we all know when you go to a specialized attorney your costs are going to be much higher and I think,
like for the magistrate position, I thought we would have 4 or 5 or 6 responses, and how many did we get? 1.
I think #1, its going to be difficult to find someone. #21 think our costs would increase dramatically. So is John perfect, no,
am I perfect, no. So but I think he does an adequate job for the city, I know there is pressure from the community cause I've
had it from some of the community organizations that for some reason they want this exactly what your proposing, I have
resisted that. I just don't think it's a good move on our part and I would certainly oppose it. Before I open it for public
comment I'll let any other members if they would like to, make a comment.
MC — I would like to make a comment, I'm not voting that we not continue services with Mr. Cook. My main concern is that
and I put it on my evaluation, my concern is that John cannot be here all the time, and that we may need to split services, I
think that's why we need address this concern because I was in a Planning Board meeting that had to be postponed or a
question that had been asked, a legal question that couldn't have been answered and don't have any problem that John
couldn't make that meeting because he's also an attorney he works during the day but I'm thinking and I think John needs to
address this too, is that maybe its getting beyond a single person. The county is never, they never have a meeting without
legal representation because they use a firm that has more than 1 attorney so it may be that we use John in capacities and
some one else in another capacity. But we've got to address what's happening with our legal services especially with where
we're going and how fast we're growing and how many with code enforcement and all the changes that have happened this
year.
WA — I have the same sentiments as Council Member Clark, I think we may need more representation.
MC — my other question is John, do you not see that we're going to have to spend money on more legal services whether its
your or someone else, I mean even you made the comment that the work load is getting bigger.
JC — well it is, and I want to clear up something that Councilman Keefe said ???? only work 3 days a week, my comment to
him was there is plenty of work to do here that we haven't done here, such as updates to the code of ordinances, charter
review, a whole list of things that can be done and probably should be done. To your question, a lot of cities do this, they
hire a firm with more than 1 lawyer. When Lane computed attendance. 90% of council meetings in 31 years, Attendance not
a real issue. When it has come up ????
BK — but that's the problem is that we're postponing business that should not be postponed in the contract with the city
attorney we currently have it provides for the city attorney to be present at the meetings and just for your reculection you
were recently in Napal just this year, which caused you to be absent from the first every town hall meeting, and you were
out a regular meeting ???? I do but if you want to take over.
DW — no go ahead, I just would like for you to get to your point.
BK — well I think I agree with Council Members Abney and Clark I my intent obviously is we need to provide more services
for this position as the city attorney alluded, yes may be can handle it, but not on his own as far as attendance goes. So I
would like to look at alternative forms.
DW — comments from the public now. James Kirk, retired Mayor, City of Okeechobee, first I want to open with a comment
sometimes we look for a problem where there is no problem. I served on this council for 28 years, that man sat 26 of it to my
right hand. I got legal advice from him on a regular basis, he's done more legal work for this city than you can even think
about, you've been on here what, 6 months, you've got a lot of learning to do yet. It took me a year to get my feet on the
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ground, 2 to really understand, so you know and I think the world of you Bobby (Keefe) but I'm just telling you what I think.
You can go get a firm like Cassels firm but I'm going tell you something, he's making a fraction of what you're going to pay
that firm, you're not going to make them any where near the minimal salary that we have him. He is a good value dollor
wise, I don't know if things are getting more complicated and maybe he needs help, if he doesn, don't leave this all on him,
that's your responsibility get him some help if he needs it. But you're going to have to pay for that help. Whether its another
part time person or a large firm. I assure you as a council members you cannot afford a large firm to come in an represent
us. I know what attorneys charge, I've dealt with them, so have most of you. If you want to pay someone $600/hr to come in
here, okay but that's a problem,
Some of us wont forget some of these things when you bring them up,
I remember a council meeting one time we had, think council member Watford will remember this, where a motion was
being made to terminate the city administrator, I asked for cause, show me cause and I'll vote with you, it didn't happen did
it Dowling. Nobody couldn't give cause. If you're going to do something like this to someone who has been an employee of
the City this long, you should say bam, bam, bam, heres the problem, bam bam bam here's a solution to correct it. I'm not
real proud of what has transpired here, I'm sorry but I'm not, I hope when you try to reach a final decision that you use
wisdom and really think about what's best for the citizens of this city, forget any personal agenda, any friends that you're
trying to please or not please, thnk about the City. He has more than taken care of this city legally and I think I've made
comment to this similar before on John, he's been paid a fraction of what he's worth. Thank you for letting me talk.
Repeat the motion.
JC — for clarification Mayor my contract runs from October 1 to Sept 30.
DW — so if we don't renew it as of Sept 30 it will end. JC — correct.
WA — I don't know if I'm in favor of just terminating, I think I'm in favor if seeing what options are, but don't think we just need
to terminate I think that's a bit harsh and a little rash, like Mr. Kirk mentioned Mr. Cook has been here for 30+ years and we
need to take that into consideration, I think there is an issue that needs to be addressed here and I think that looking at
alternatives is one thing but I don't think we need to just terminate the contract.
BK — the word terminate is much different than none renewing of the contract, just to clarify my intent, so and I because as
the city attorney mentioned his contract ends 9/30, so therefore theres a time line of course and why I made part of my
motion to immediately publish for RFQ's so that being said certainly the current city Attorney could submit an RFQ for
services as well but the intent behind publishing the RFQ proposals would be to clearly define the greater needs and
requirements of the position that what we have.
MC — so would you be amending you motion that we go ahead and clarify that position in a document of some sort or come
up with a document that we're going to use and see if John wants to continue working under that criteria?
BK — if it would be easier to swallow, I would amend the motion to say I would like to draft a new requirement, an RFQ and
put in very explicit wording in that publication detailing the current greater needs of attorney services for the city.
DW — before we get into any amendments, there's other alternatives here, the motion as it states would effectively terminate
the city attorney because it says do not renew his contract, so that effectively terminates him in other words he would no
longer be employed with the City, the current motion. So I don't know how anybody else feels, but if someone said that
weren't going to renew my contract I probably wouldn't put an RFQ because I would figure well they just fired me so no
sense in doing that. If the Council felt they want to keep John Cook as attorney or have someone else on a retainer to fill in
when he's not here that would be an option also. If we feel like attendance is such an issue, I don't think for the time I've
been here, I don't think that's ever been an issue, I've never had another council member say oh my gosh the attorney's not
here the worlds coming to an end or something. Attendance apparently has not been an issue up until now with this current
council. So now we're either going to vote on this motion or amend it.
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DW — hearing no amendments, we'll vote on the motion...
BK — I'll amend my motion to state to put out for RFQ for attorney services for the city according to a new created document.
DW — lets try to make the motion as concise as we can
BK — yes
DW - if we remove the part do not renew from that motion, then the motion would read that we go out for RFQ for attorney
services.
BK — correct.
DW — I think that would lead us all to believe that anyone could apply for those services.
BK — sounds good Mr. Mayor.
DW — does that sound logical?
DW — but ok so your motion to amend to remove do not renew.
BK — my only question is after submitting RFQ or they go out, then you're still in the middle of a contract, then you choose
and we're going to have to do something with that.
DW — yes you would, if you put out for an RFQ and you choose another attorney, the contract expires 9/30, if we don't
renew it will expire so we would then hire ????? if he put in an RFQ and maybe he puts in a proposal that says .....
BK — cause when we solicit for RFQ of attorneys that solicitations going to present a list of requirements for that position so
that obviously would have to be created. That is what we need to discuss as well, what do those services look like? So if..
DW — someone obviously has to come up with that, I cant come up with it, I don't think any member up here can, I think
Staff would come up with that and then we would say yes that's the RFQ we want to put out ???? so that's your motion to
amend.
BK that is my motion to amend, to remove terminate, first part. Called for seconded one, two, three time, motion
died for lack of second.
DW — back to the original motion, if there's no other motion to amend we will vote on the motion. I still say there's a better
way to do this, and that would be to have Staff investigate services we might need and if we want or satisfied with the
current attorney which apparently we aren't we would then maybe hire or pay a retainer for another attorney, apparently we
don't want to do that so...
MC — can I amend his motion? Yes. I would like to amend the motion that we work on a contract for legal services for the
city and update that contract so it provides us with the services we need and
DW — that's what the RFQ is going to be
MC — well RFQ means you go out services and I'm asking that we go ahead and come up with up with basically a contract
for legal services.
DW — you have to do the RFQ first and the RFQ would basically then lead to a contract with someone.
MC — okay how about the job description?
DW — staff would come up with city is seeking an attorney to attend all city council meetings or have representation at all
city council meetings to...
MC — I think we need to come up with a current job description of the legal services, why do we have to go out for an RFQ?,
An RFQ is a bid,
DW — right, we're trying to get another attorney is what we're trying to do, cause we're terminating his contract.
MC — well I'm not, I'm trying to amend the motion that what we're doing is to amend the job description to include everything
that needs to be done by the attorney.
DW — if you add that to his motion or amend his motion, you're still terminating the attorney.
MC — go it. I understand.
DW — so what you need to do is vote against this motion and then make another motion.
MC — I understand I apologize, I got it.
DW — any others.... Vote on motion as it stands,
Motion read again.
VOTE:
WATFORD — NO ABNEY — NO CLARK — NO
JARRIEL — ABSENT KEEFE — YES MOTION DENIED.
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DW — now do we have another motion?
Council Member Clark I would like to make a motion that we in the next 60 days come up with a new job description
for our city attorney so it encompasses all the duties required for him for our boards,
DW — so we would basically be negotiating a new contract with our current city attorney, MC — yes
Second by 2nd Council Member Keefe.
DW — are we clear what we're doing, Mr. Administrator are you clear on what we are looking for, we need to approve that
job description before we negotiate a new contract with current attorney. We need to approve that job description before we
get into negotiations.
MC, WA, BK — agreed.
WA — befopre the scopre of work or this description is finalized what ????
MC — as his contract is up there has to be some negotiation with the current attorney if he can meet the requirements of this
new scope
DW — and then if he couldn't meet those then we're back to square one
MC — exactly
WA — then an RFQ is put out
DW — and we're under a time line here so maybe have to do a temporary extension to his excting contract, and during
neogtiations he may say well look I make x amount of dollars for this this and this, or he may say yes I can do this but not
this and then we're in the negotiation process
MC — yes.
DW — everyone clear, okay.
VOTE:
WATFORD — NO ABNEY — YES CLARK — YES
JARRIEL — ABSENT KEEFE — YES MOTION CARRIED.
ADDED: J.
WA / MC moved to implement an additional sRO to be assigned to Okeechobee Christian Academy.
BP — add existing to their school, funded by OCA, answer to and work in existing SRO program. Supervised by current
program. Figures presented to the OCA board, they have been approved. Asking because on a time line, their budget is on
the July to June like the school boards. 2 year contract. I need for this to happen to move forward with a contract that would
be effective July 1, next council meeting July 16 will be before you with a budget amendment. Spend most of july getting
trained. School starts in Aug. Attorney and I already discussed this AM.
MDO — covers majority of the costs, capital is not included. This funding is a little bit better. Approached chief win/win for city
bear cost of car, have initial spare car, nothing additional.
DW - thank OCA never had anyone come to use of pay for a service they asked for, they understand we don't have the
funding to cover this, sad commentary on our society, applaud them for proposing this. All pleased with program we have
now.
MC — already talked with BP what are we going to do if RSCA asked for oen as well. He assured me there were officers.
DW — one in mind? Sgt Eddings has already stepped up expressing interest in it.
MC — my husband finds the SRO invaluable to the administration, think all children should have the safety.
People want the program. It works.
VOTE:
WATFORD — YES ABNEY — YES CLARK — YES
JARRIEL — ABSENT KEEFE — YES MOTION CARRIED.
Part B - do this contract here, way we currently work is ..... contract directly with the SB then in the Sheriff.
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Spoke with KK and they are on board with this.
DW — isn't it the Sheriff responsibility?
BP — school superintendent and local law enforcement. Supervision is by the Sheriff. Just a matter of how to do the funding
mechanism. Just bring that to your attention. Independent contract with the SC.
X. COUNCIL COMMENTS
A. Mayor Watford none.
B. Council Member Abney thank Kirk for coming tonight and comments.
C. Council Member Clark classes attended, attiton rev, talked about chickens, excellent program, thank the city for
sending us to school, very well worth it.
D. Council Member Jarriel - Absent.
E. Council Member Keefe next meeting will be a strategic planning workshop, outside moderator, first time doing this,
create solid foundation to grow from, spoke with county and how they do there, had moderator really think to start things off
on the right foot, not something we've done. BK — where are we on that. MDO — I will reach out to both parties.
BK - When will the next town hall meeting happen? Waiting until budget time line. Then do, it would be around the early on
October.
BK — consent agenda idea's, think it would be a great idea.
MC — agree.
DW — don't like consent agenda's like to vote on each, since there's a consensus, then Admin have on next agenda to
consider consent agenda & what to put on there.
XI. ADJOURNMENT - Mayor
There being no further items on the agenda, Mayor Watford adjourned the meeting at 8:39 P.M.
Page 14 of 14
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City of Okeechobee, June 18, 2019 Meeting Minutes taken during the meeting by / l ySa os-fe r in a n
I
CALL TO ORDER: Mayor Watford called the Regular City Council Meeting to order on June 18, 2019, at 6:00 P.M.
in the Council Chambers, Room 200 located at City Hall, 55 SE 3rd Avenue, Okeechobee, Florida 34974.
OPENING CEREMONIES: The invocation given by Pastor Chad Keathley, Church of God; the Pledge of Allegiance
was led by Mayor Watford.
III. MAYOR, COUNCIL MEMBERS AND STAFF ATTENDANCE - City Clerk
Mayor Dowling R. Watford, Jr. Present
Council Member Wes Abney Present
Council Member Monica Clark Present
Council Member Bob Jarriel
Council Member Bobby Keefe
City Attorney John R. Cook
City Administrator Marcos MontesDeOca
City Clerk Lane Gamiotea
Deputy City Clerk Bobbie Jenkins
Fire Chief Herb Smith
Police Chief Bob Peterson
Public Works Director David Allen
Finance Director India Riedel
Absent (at Cattleman's Conference)
Present
Present
Present
Present
Present
Present
Present
Present
Present (not listed on agenda but attending)
IV. AGENDA AND PUBLIC COMMENTS - Mayor
A. Requests for the addition, deferral or withdrawal of items on today's agenda.
Mayor Watford asked y�� dOer therewer�any requests for the addition, deferral, or withdrawal of items on today's agenda.
A� S
A i LA P d att f f 0 yn to n n i e
B. Public participation for any issues not on the agenda - Agenda Item Form or Comment Card is required. Citizen
comments are limited to 3 minutes per speaker unless otherwise approved by the Mayor.
Mayor Watford asked whether there were any comment cards presented for public comment.
V. PROCLAMATIONS AND PRESENTATIONS — Mayor
A. Present Fire Lieutenant Glenn Hodges with a Twenty -Five Year Longevity Service Award and Bonus.
On behalf of the City, Mayor Watford and Fire Chief Smith presented Mr. Wilbur "Glenn" Hodges with a Longevity Service
Award in the amount of $500.00 and a framed certificate which read, "In recognition of your 25-years of service, hard
work, and dedication to the City, its citizens, and your fellow employees from June 17, 1994 to June 17, 2019."
B. Present a Certificate of Appreciation to Mr. Jack Boon for his years of service on the Police Officers Pension Fund
Board of Trustees, January 30, 2014 to May 31, 2019.
Mayor Watford presented Mr. Jack Boon with a Certificate of Appreciation that read as follows: "The City of Okeechobee
recognizes the Valuable Contribution of Community Involvement and Hereby Extends this Expression of Grateful
Appreciation to Jack Boon for Faithful Service as a Dedicated Member appointed to the Police Officers' Pension
Trust Fund Board of Trustees January 30, 2014 to May 31, 2019."
Mr. Boon, accompanied by
Page 1 of 8
C. Present a Certificate of Retirement to Police Officer Jack Boon.
On behalf of the City, Mayor Watford and Police Chief Peterson presented Officer Boon with his Retirement Badge
and a Certificate of Retirement that read: "Whereas, Mr. Jack Daniel Boon began his career with the City of
Okeechobee as an experienced and certified Law Enforcement Officer on December 9, 2005; and Whereas, Jack's
initial assignment was as an Officer to the Road Patrol until October 3, 2014, when he was transferred to the
Detective Division. He then served as one of the City's first School Resource Officers from May 2, 2018 until July
18, 2018, when he was reassigned to Road Patrol; and Whereas, education has been an important key to Jack's
leadership role, obtaining over 118 certificates of completion for attending seminars, conferences, training, and
continuing education classes. Furthermore, since 2009 he served in the capacity of one of the Department's Law
Enforcement Basic Course Instructors, Taser Instructor, and Certified Firearms Instructor. Additionally from
October 2011 to January 2016 he served as an Instructor of the Police Academy for Indian River State College
instilling a dedicated work ethic in future recruits for the Department; and Whereas, during his tenure Jack was
elected by his co-workers to represent their interests on the Police Officers' Pension Plan Board of Trustees from
2014 through May 31, 2019, during which time he served as Chairperson; and Whereas, being admired by his fellow
Police Officers as impartial and fair, Jack was selected to represent the Department on the City-wide Employee
Grievance Committee for four consecutive years beginning January 2016 until his retirement, and Whereas, Jack
has served under the guidance of two City Police Chiefs, Dennis Davis and Robert Peterson, of which both
described him to be an asset to the Department because of his dedication, enthusiasm, and ability to encourage
his fellow officers. Now, Therefore, this Certificate is being presented this 18t" day of June, 2019, upon 13 and a
half years of faithful public service in recognition of Jack's Retirement as of May 31, 2019. Retirement is a time to
look back with admiration, and look forward with anticipation. Your City family wishes you all the best on your next
chapter!"
D. Administer the swearing -in of Police Officer Ramon Liberato.
Chief Peterson administered the Oath of Office to Police Officer Ramon Liberato, Jr.; with his right hand raised, he recited
the following Oath: "I, Ramon Liberato, Jr., do solemnly swear that I will support the Constitution of the United
States, the Constitution of the State of Florida, and the ordinances of the City of Okeechobee. That I will faithfully
perform the duties of Police Officer of the City of Okeechobee, so help me God." He was pinned with his badge by
Officer Liberator was hired as a part-time Officer on December 3, 2018, and was recently transferred to full-time.
VI. MINUTES - City Clerk
A. Motion to dispense with the reading and approve the Summary of Council Action for the May 7, 2019 regular
meeting.
Council Member'6I1 moved to dispense with the reading and approve the Summary of Council Action for the
May 21, 2019, Regular meeting; seconded by Council Member C
Discussion:
VOTE:
WATFORD - YEA ABNEY - YEA CLARK - YEA
JARRIEL - ABSENT KEEFE - YEA MOTION CARRIED.
Page 2 of 8
VII. WARRANT REGISTER — City Administrator
A. Motion to approve the May 2019 Warrant Register.
General Fund $421,659.46
Public Facilities Improvement Fund $ 25,021.64
Capital Improvement Projects Fund $ 9,629.09
Law Enforcement Special Fund $ 75.00
Council Mernbe, At/ moved to approve the May 2019 Warrant Register in the amounts: General Fund, four
hundred twenty-one thousand, six hundred fifty-nine dollars and forty-six cents ($421,659.46); Public Facilities Improvement
Fund, twenty-five thousand, twenty-one dollars and sixty-four cents ($25,021.64); Capital Improvement Projects Fund, nine
thousand, six hundred twenty-nine dollars and nine cents ($9,629.09); and Law Enforcement Special Fund, seventy-five
dollars and zero cents ($75.00); seconded by Council Memberlf�,
Discussion:
VOTE:
WATFORD — YEA ABNEY — YEA CLARK — YEA
JARRIEL — ABSENT KEEFE — YEA MOTION CARRIED.
Vill. UNFINISHED BUSINESS
A. Update on acquiring Primitive Baptist Church property Lots 9 through 12 of Block 8, SOUTH OKEECHOBEE, Plat
Book 1/Page 12, and located at 1003 Southwest 3rd Avenue — City Attorney.
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Page 3 of 8
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IX. NEW BUSINESS
A. Motion to review and approve the 2018 Fiscal Year Audited Financials - Debbie A. Goode, CPA, Carr, Riggs &
Ingram, LLC and Finance Director Riedel (Exhibit 1).
Ms. Debbie A. Goode, CPA, with Carr, Riggs & Ingram, LLC, presented the City's Financial Statement (Audit Report), for
Fiscal Year (FY) October 1, 2017, through September 30, 2018. Prior to the meeting, copies of the report were distributed to
the Mayor and Council.
Council Member 13K moved to review and approve the Fiscal Year 2017-18 Audited Financial Statements as
presented; seconded by Council Member A L
VOTE:
WATFORD — YEA ABNEY—YEA CLARK — YEA
JARRIEL — ABSENT KEEFE —YEA MOTION CARRIED.
B. Consider a recommendation from Code Enforcement to proceed with foreclosure on property located at 800
Southwest 2nd Avenue — City Attorney,
Initial Findings: December 12, 2017, Code Board found the property at 800 SW 2nd Avenue, Case No. 17-036 to be in
violation of Section 30-43 Public nuisance and Section 30-44 General cleaning and beautification. If not in compliance by
receipt of property notification of this action, a $50.00 per day fine would be imposed. Additionally the it was recommended
that the City abate the nuisance if the property owner does not comply with all costs incurred by the City for mowing and
cleaning be assessed as a lien on the property.
December 23, 2017, the fine began.
At the September 11, 2018, Code Enforcement Board meeting, the Board voted unanimously to recommend Case No. 17-
036, 800 SW 2nd Avenue be sent to the City Council to proceed with foreclosure based on testimony of Code Officer
Sterling.
Motion by Council Member M L ; 2nd by Council Member W P_
a Cclepi- Cvde e ()-Foy.cr"`-fen4-'S
VOTE:
WATFORD —YEA ABNEY — YEA CLARK — YEA
JARRIEL — ABSENT KEEFE — YEA MOTION CARRIED. ✓
m
C. Motion to appoint Mayor Dowling Watford as Voting Delegate for the 2019 Florida League of Cities Annual
Conference — City Administrator (Exhibit 2).
Council (Member 1� moved to appoint Mayor Dowling Watford as Voting Delegate for the 2019 Florida League of
Cities Annual Conference; seconded by Council Member Vi N
Discussion:
WATFORD — YEA
JARRIEL — ABSENT
VOTE:
ABNEY — YEA
KEEFE— YEA
CLARK — YEA_. _. �CARRIED.
O
Page 4 of 8
D. Motion to ratify the election of Mr. James Pickering to the Police Officers Pension Fund Board of Trustees as an
Elected Fund Member, June 1, 2019 to Sept. 30, 2021, replacing and completing the unfinished term held by Mr.
Boon - City Clerk.
Council Member Rr moved to ratify the election of Mr. James Pickering to the Police Officers Pension Fund
Board of Trustees as an Elected Fund Member, June 1, 2019 to Sept. 30, 2021, replacing and completing the unfinished
term held by Mr. Boon; seconded by Council Member 13 %
Discussion:
VOTE:
WATFORD - YEA ABNEY - YEA QLARK - YEA
JARRIEL - ABSENT KEEFE - YEA MOTION CARRIED.
E. Motion to approve the purchase of a 60 KW Standby Generator from Newmans Power Systems in the amount or
$24,700.00 for the Public Works Facility - Public Works Director Allen (Exhibit 3).
Council Member G moved to approve the purchase of a 60 KW Standby Generator from Newmans Power
Systems in the amount or $24,700.00 for the Public Works Facility; seconded by Council Member K
Discussion: po ►-,` t— I-e-Ft-- Fw
�n o1 \/� 5--fot v.d y JC e ►�-e ral + v -
uc,tl he ra �tr d L&v- � r,5 Z �-M A. (, r,o,4c>r I n ba � I OceL1-%n r .
L v o sCe c� OV a-- Al e- w vx A r. SS 1 o w kb ',-4 . F, cA v,. c4l(` c�e,, & r,1
VOTE:
WATFORD - YEA ABNEY - YEA K - YEA
JARRIEL - ABSENT KEEFE- YEA MOTION CARRIED.
F. Consider a motion to amend the contract for the Code Enforcement Magistrate to include authorization for reduction
in fines - Chief P-terson.
Council Member moved to amend the contract for the Code Enforcement Magistrate to include
authorization for reduction in fines; seconded by Council Member W BK— ftw�e►�� -r VV%
A/o S e cohA - , re- S - c `' v"`, c
Discussion: be'f-o ram- ; +-i C n LA-
C o�A C ; WC e-- -F h eS of VYA v ✓e, ► v
Gl -i-In0 4a r e- A t&- c v1nU i + S �riov-�-hero
i
YMsfi SSI-A_eS are, V-v.<<noY-. (ZewedV-e covr,�4ro�C-4-
0fit\oh
VL>S fi h e re✓ reS e y--e dv� ��►
MC Cvnc eme �� s nr.eci Coe einFobcemevv-- b,a,r4
L-> Kee ; -I- fi h e Sot ry. e -Fo r's-
w + fi v Y\ b Say F o r C i -r— Ze V S.
VOTE:
WATFORD - YEA ABNEY-YfA CLARK - Y.-P�
JARRIEL - ABSENT KEEFE - Y-11-'A MOTION CARRIED.
Page 5 of 8
G. Discuss the use of fireworks within the City — Council Member Clark. f
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II
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H. Consider Centennial Park chickee alternatives — City Administrator.
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Page 6 of 8
I. Discuss current and future needs for legal services - City Attorney and City Administrator.
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Page 7 of 8
X. COUNCIL COMMENTS
A. Mayor Watford
B. Council Member Abney
1 D' Y' Yor k i rr�
C. Council Member Clark
CI asses a--tewdPc' / e X e.lie��—,
S f "it5 I v\I e- I I � t -r
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D. Council Member Jarriel - Absent.
E. Council Member Keefe
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XI. ADJOURNMENT - Mayor
There being no further items on the agenda, Mayor Watford adjourned the meeting at P.M.
Page 8 of 8
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Offieszof the citg QIZrk
May 29, 2019
Mr. Glen Hodges
789 Southwest 85t" Avenue
Okeechobee, FL 34974
Dear Mr. Hodges
WOW, what an accomplishment, 25 Years of Service! It is with great pleasure that the
Mayor and Council take time during the June 18, 2019, meeting to .recognize your
contributions to the City. A presentation is being scheduled at the very start of the
meeting, which begins at 6:00 p.m., to extend to you a longevity service certificate and a
monetary award of $500.00.
It is an honor for me to have the opportunity, along with the Mayor and Council, to
extend to you, in most sincere good fellowship, "Congratulations, "YOU have made a
difference in the community by YOUR dedication to the City all these years.
Should a scheduling conflict arise, please call my office, 763-3372 ext. 9814. We will be
sure and give you a reminder call the day of the meeting. Feel free to invite family
members and friends so that they, too, may share in this special occasion.
Sincerely,
Lane amiotea, MC
City Clerk/Personnel Administrator
LG/bj
E-copy: Fire Chief Smith
Qg filall e 55 5.e. Third j%znutz, Room 100 • OkQszehobvw, Vlorida 3*974-2903
• 863.763-3372 gXt. 9814- • VaX: 963.763.1686 • www.eitgofokfzszehoNzsz.eom
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91
Office of the Citg G(erk
June 4, 2019
Mr. Jack Boon
4951 Southeast 128th Avenue
Okeechobee, Florida 34974
Dear Mr. Boon:
My office has been advised of your resignation to the City of Okeechobee's Police
Officers' Pension Board. The City wishes to publicly thank you for your service and
present a Certificate of Appreciation at the June 18, 2019, meeting beginning at 6:00
P.M.
This is also to advise you that you will need to complete and file the enclosed
Verification of Public Records form with my office. We can handle this before the
meeting if you bring it with you.
The last item is for you to complete the enclosed Financial Disclosure Form 1 F (Final),
within 60 days from May 31, 2019, the date of your resignation. Please mail or hand -
deliver the completed form to the County Supervisor of Elections Office, 304 Northwest
2nd Street, Room 144, Okeechobee, Florida 34972. Also,. please make a note to
complete the 2018 Form 1 you will receive from Diane Hagan's office, as it covers the
reporting as of December 31, 2018. If you have any questions regarding this form
please do not hesitate to contact me. With best regards, I am
Sincerely,
Lane Gamiote , CMC
City Clerk
LG/bj
Enclosure12)
cc via email: Diane Hagan, Supervisor of Elections
Betty Taylor, Police Officers' Pension Fund Secretary
City 'Hall 0 55 ,S.C. Third ovQnue, Room too • Okeeehobsze, Florida 349M-2903
• 863.763-3372 eXt.9814 • fax: 863.763.1686 e www.eitgofokpzehobeQ.eom
ziemV.Al bf18jig
Page 1 of 1
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Office of the Mayor
City of Okeechobee, Florida
WHEREAS, Mr. Jack Daniel Boon began his career with the City of Okeechobee as
an experienced and certified Law Enforcement Officer on December 9, 2005; and
WHEREAS, Jack's initial assignment was as an Officer to the Road Patrol until
October 3, 2014, when he was transferred to the Detective Division. He then
served as one of the City's first School Resource Officers from May 2, 2018 until
July 18, 2018, when he was reassigned to Road Patrol; and
WHEREAS, education has been an important key to Jack's leadership role, obtaining
over 118 certificates of completion for attending seminars, conferences, training,
and continuing education classes. Furthermore, since 2009 he served in the
capacity of one of the Department's Law Enforcement Basic Course Instructors,
Taser Instructor, and Certified Firearms Instructor. Additionally from October
2011 to January 2016 he served as an Instructor of the Police Academy for Indian
River State College instilling a dedicated work ethic in future recruits for the
Department; and
WHEREAS, during his tenure Jack was elected by his co-workers to represent their
interests on the Police Officers' Pension Plan Board of Trustees from 2014
through May 31, 2019, during which time he served as Chairperson; and
WHEREAS, being admired by his fellow Police Officers as impartial and fair, Jack
was selected to represent the Department on the City-wide Employee Grievance
Committee for four consecutive years beginning January 2016 until his
retirement; and
WHEREAS, Jack has served under the guidance of two City Police Chiefs, Dennis
Davis and Robert Peterson, of which both described him to be an asset to the
Department because of his dedication, enthusiasm, and ability to encourage his
fellow officers.
NOW, THEREFORE, this Certificate is being presented this 18th day of June, 2019,
upon 13 and a half years of faithful public service in recognition of Jack's
Retirement as of May 31, 2019. Retirement is a time to look back with admiration,
and look forward with anticipation. Your City family wishes you all the best on
your next chapter!
Mayor
A]-IISI': (Vam&d,a
City Clerk
https://cdn.filestackcontent.com/api/file/UWBRaHlxRGGGV OHWzhl m?cache=true+.png
6/12/2019
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_ a
Office of the Gitg Glerk
June 4, 2019
Mr. Jack Boon
4951 Southeast 128th Avenue
Okeechobee, Florida 34974
Dear Mr. Wn.
The Mayor and Council would like to take time during the June 18, 2019, meeting to
recognize your 13 years of contributions to the City by presenting you with a Certificate
of Retirement. A presentation is being scheduled at the very start of the meeting, which
begins at 6.00 P.M.
Should a scheduling conflict arise, please call my office, 763-3372 ext. 9814. We will be
sure and give you a reminder call the day of the meeting. Feel free to invite family
members and friends so that they, too, may share in this special occasion.
Additionally, there are two forms that require your attention. Please make arrangements
to stop by my office to review and execute them as soon as possible.
Sincerely,
Lane,Qam-rotea, CIVIC
City Clerk/Personnel Administrator
LG/bj
E-copy: Police Chief Peterson
Gitg filall • 55 6.C. Third avenue, Room 100 o Okeechobee, Florida 3*97*-2903
• 863.763-3372 eW.9814, 0 faX: 863.763.1686 • www.citgofokeechobee•com
0 0
r>. S
Run: 6/06/19 Page:
1:42PM City of Okeechobee
Check Register
Check Dates 5101/19 thru 5/31/19, Cash Account 001-101.2100 only, Including Reconciled Checks
Number Date Amount Vendor Payee
39756
5/08/19
111,767.71
PAYR
City Of Okeechobee Payroll Account
39757
5/09/19
234.24
CTFS
CIT Technology Finance Service, Inc.
39758
5109/19
17,64
CL - LD
CenturyLink
39759
5/09/19
300.00
CHAK
Charles Akers Jr
39760
5/09119
58,93
COMCAST
Comcast
39761
5/09119
107.60
COMCAST
Comcast
39762
5/09119
67.00
DAAL
David Allen
39763
5/09/19
259.47
HAYT
Hayt, Hayt & Landau
39764
5/09/19
11,525.00
JOHN
John R. Cook
39765
5109/19
31.27
LANE
Lane Gamiotea
39766
5/09/19
200.00
MD
Mark Dupree
39767
5/09119
57,789.31
PRMG1
PRM - Health Insurance
39768
5109/19
1,639.66
PRMG3
PRM - Life, LTD & STD
39769
5/09119
2,451.91
PRMG3
PRM - Life, LTD & STD
39770
5/09/19
2,142.66
PRMG2
PRM -Vision & Dental
39771
5/09119
467.65
STATE FL
State of Florida Disbursement Unit
39772
5/09119
200.00
TRNE
Trevor Nelson
39773
5109119
324.63
VERI
Verizon Wireless
39774
5/14/19
286.00
AEDS
AED Superstore
39775
5/14119
11.83
APEXOPI
Apex Office Products, Inc
39776
6/14/19
21,98
AUTO SUP Auto Supply of Okeechobee, Inc.
39777
5114/19
124.99
BOA7
Bank of America - 0421 H Smith
39778
5/14119
1,673.07
BOA4
Bank of America - 0752 fka 9846 FD
39779
5/14/19
1,660.25
BOAPW
Bank of America - 2303 fka 9233 PW
39780
5/14/19
980.61
BOAADMIN Bank of America - 2709 fka 0257 Admin
39781
5/14119
1,298.70
BOAl2
Bank of America - 7178 fka 6737 PD#2
39782
5/14119
1,831.36
BOA2
Bank of America - 8540
39783
5114/19
147.24
BOA11
Bank of America 3373 fka 2149 PD#1
39784
5114/19
4,394.35
CASGSLLCCAS Governmental Services, LLC
39785
5114119
39.25
CTFS
CIT Technology Finance Service, Inc.
39786
5114/19
491.70
CMCHECKS;MC
39787
5/14/19
2,000.00
CRI
Carr, Riggs & Ingram, LLC
39788
5114/19
42.86
CITY
City Electric Supply Co.
39789
5114/19
38.50
PETT
City Of Okeechobee - Petty Cash
39790
5114119
153.04
COMCAST Comcast
39791
5114/19
46.45
COFE
Country Feed of Okeechobee Inc.
39792
5114/19
334.45
DGWS
Direct Glove I Whole Supply
39793
5/14/19
699.01
EGPI
EGP, Inc.
39794
5/14119
55.00
HPC
Highland Pest Control
39795
5/14/19
1,214.39
HOME
Home Depot Credit Services
39795
5/14/19
17.95
ICS
I.C.S. Computers Inc.
39797
5114/19
1,156.79
I.M.
I.M.S.
39798
5/14/19
3,500.00
LARU
LaRue Planning & Mngmnt Services, Inc.
39799
5/14/19
13.78
LAWN
Lawn -Tamer Equipment, Inc.
39800
5/14/19
348.34
MAVERICK
Maver[ckLabel.com
39801
5/14/19
600.00
MAPA
Michael Adelberg, PA
39802
5/14/19
269.85
MILLER
Miller's Central Air, Inc.
39803
5/141l9
79.98
OKAR
Okeechobee Army Surplus
39804
5/141l9
5,393.50
OKCO
Okeechobee County - BOCC
Voided
N
Run: 6/06/19 Page: 2
1:42PM City of Okeechobee ,
Check Register
Check Dates 5101119 thru 5/31/19, Cash Account 001-101.2100 only, Including Reconciled Checks
Number Date Amount Vendor Payee
39805
5/14/19
981.50
ODCJ
Okeechobee Dodge Chrysler Jeep
39806
5/14/19
240.00
OKFI
Okeechobee Fitness Center
39807
5/14/19
724.52
OKEENEWS7keechobee News c/o Independent Newspape
39808
5/14/19
109.24
OC
Orthopaedic Care Specialists
39810
6/14/19
2,135.76
SQC
Scott's Quality Cleaning
39811
5/14/19
50.00
SUP
Superior Water Works, Inc.
39812
5/14/19
95.70
SUPP
Suppiyline
39813
5/14/19
48.68
TAYR
Taylor Rental - Okeechobee
39814
5/14/19
1,076.10
THE FIRE
The Firefly Group
39815
5114/19
844.83
TTC
Thompson Tractor Company
39816
5/14/19
210.00
TOTAL
Total Fitness
39817
5/14/19
1,744.53
TRS
Total Roadside Services, Inc.
39818
5/14/19
50.00
TRANSU
TransUnion Risk & Alternative Data
39819
5/14/19
2,605.00
TCMA
Treasure Coast Medical Associates
39820
5/14/19
1,000.00
POST
US Postal SVC/Neopost Postage On Call
39821
5/14/19
167.66
W&WL
W & W Lumber Company of Okeechobee
39822
5114/19
5,336.46
WEXB
WEX Bank
39823
5/14/19
31,239.46
WAST
Waste Management Inc. of Florida
39824
5/14/19
60.00
APEXPCI
Apex Pest Control, Inc.
39825
5/14/19
21.77
BOA-BERN Bank of America-3135 Bernst
39826
5/22/19
114,039.51
PAYR
City Of Okeechobee Payroll Account
39827
6/23/19
200.00
ASBE
Ashton Benet
39828
5/23/19
220.00
CSTC
Celeste Watford Tax Collector
39829
5/23/19
133.04
COMCAST
Comcast
39830
5/23/19
259.47
HAYT
Hayt, Hayt & Landau
39831
5/23/19
95.23
IR
India Riedel
39832
5123/19
931.12
OUA
Okeechobee Utility Authority
39833
5/23119
467.65
STATE FL
State of Florida Disbursement Unit
39834
6/23/19
200.00
TRNE
Trevor Nelson
39835
5130/19
102.85
CSTC
Celeste Watford Tax Collector
39836
5/30/19
5,200.00
JCNEW
JC Newell Const. Inspect. Services, Inc.
39837
5/31/19
80.40
AMERD
American Drilling Services, Inc.
39838
5/31/19
649.36
AFLAC
American Family Life Assurance Co.
39839
5/31/19
43.93
AUTO SUP
Auto Supply of Okeechobee, Inc.
39840
5/31119
656.29
AVENU
Avenu
39841
5131/19
1,267.20
C&C
C&C Industrial Enterprise. LLC
39842
5131/19
118.49
CTFS
CIT Technology Finance Service, Inc.
39843
5/31/19
8.50
CSTC
Celeste Watford Tax Collector
39844
5131/19
2,151.47
CL LOCAL
CenturyLink
39845
5/31/19
158.20
CII
Communications International, Inc.
39846
5/31119
375.00
CRSI
Cooling Refrigeration Services, Inc.
39847
5/31119
25.00
DEPT
DEP - Storage Tank Registration
39848
5/31/19
50.00
DAWN
Dawn Hoover
39849
5/31/19
166.93
DOMERS
Domer's Inc.
39850
5/31119
35.00
DOUG
Douglas McCoy
39851
5/31/19
171.41
EMCN
EMC National Life Company
39852
5/31/19
727.93
EFEC
Everglades Farm Equip. Co., Inc.
39853
5131/19
36.00
FELIXGR
Felix Granados
39854
5/31/19
2,527.59
FPL
Florida Power & Light Company
Voided
Run: 6106119 Page:
1:42PM City of Okeechobee
Check Register
Check Dates 5/01/19 thru 5/31/19, Cash Account 001-101.2100 only, Including Reconciled Checks
Number Date Amount Vendor Payee
39855
5/31/19
998.00
JMCL
JMC Landscaping Services, Inc.
39856
5/31/19
35.00
JAMESSHAJames Shaw
39857
5131/19
4,065.53
JOHN
John R. Cook
39858
5/31/19
35.00
KARB
Karyne Brass
39859
5131/19
154.32
LAN DSCAP Landscape Products, Inc.
39860
5/31/19
77.75
LEGAL SH
LegalShield
39861
5/31/19
238.41
LIBERTY
Liberty National Life Ins. Co.
39862
5/31/19
35.00
MLJ
Mac L Jonassaint
39863
5131/19
81.36
MCKESSONUIcKesson Medical -Surgical Government
39864
5/31/19
159.96
MES
Municipal Emergency Services
39865
5/31/19
14.99
OREI
O'Reilly Auto Parts
39866
5131119
35.00
PHBA
Philip Baughman
39867
5/31/19
148.04
PF&PO
Prof. Firefighters & Paramedics of Okee
39868
5/31119
35.00
RICHARDC Richard Chartier
39859
5/31/19
10,505.12
SATC
Salem Trust Company
39870
5/31119
168.00
SPRINT
Sprint
39871
5/31119
1,234.46
STLC
St. Lucie Battery & Tire
39872
5/31/19
25.00
SUP
Superior Water Works, Inc.
39873
5/31/19
265.40
SUPP
Supplyline
39874
5/31/19
46.19
TTC
Thompson Tractor Company
39875
5/31/19
78.16
TR
Thomson Reuters
39875
5/31/19
25.00
THRE
Thread Works Embroidery, LLC
39877
5/31/19
360.40
TIZO
Tire Zone of Okeechobee, Inc.
39878
5/31/19
930.36
TRS
Total Roadside Services, Inc.
39879
5/31119
320.91
TYLAN
Tylander's Office Solutions
39880
5/31119
234.79
USB
US Bank Equipment Finance
39881
5/31119
332.08
UNFC
UniFirst Corp
39882
5/31/19
20.00
UNWA
United Way
39883
6/31/19
2,010.00
VANT ICM
Vantage Transfer Agents - 457
39884
5131/19
82.66
W&WL
W & W Lumber Company of Okeechobee
39885
5131119
439.23
WALMART Walmart Community/GECRB
39886
5/31/19
120.67
SPI
Safety Products Inc.
Total Printed
130
Checks 421,659.46
41
Voided
(7) (7
Run: 6/06/19 Page: 1
1:43PM City of Okeechobee
Check Register
Check Dates 5/01/19 thru 5/31/19, Cash Account 301-101,2100 only, Including Reconciled Checks
Number Date Amount Vendor Payee Voided
3041
5/14119
2,768.22
B&BS B & B Site Development
3042
5/14/19
207.10
BOAPW Bank of America - 2303 fka 9233 PW
3043
5/14/19
166.45
DIAMONDRDIamond R Fertilizer Co., Inc.
3044
5/14/19
999.00
EFEC Everglades Farm Equip. Co., Inc.
3045
5/14/19
483.55
HOME Home Depot Credit Services
3046-
5/14/19
2,650.00
JMCL JMC Landscaping Services, Inc.
3047
5/14/19
335.80
SANDHILL Sand Hill Rock LLC
3048
5/14/19
60.00
TAYR Taylor Rental - Okeechobee
3049
5/14/19
2,266.00
USA USA Services of Florida, Inc.
3050
5/14/19
113.35
W&WL W & W Lumber Company of Okeechobee
3051
5/23/19
4,996.59
FPL Florida Power & Light Company
3052
5/31/19
1,265.69
CWROBER-CW Roberts Contracting, Inc.
3053
5/31/19
312.55
DIAMONDRDiamond R Fertilizer Co., Inc.
3054
5131J19
1,978.19
ES&B Econo Signs, LLC
3055
5/31/19
3,149.00
JMCL JMC Landscaping Services, Inc.
3056
5/31119
3,270.15
UNIV Universal Signs
Total Printed
16 Checks 25,021.64
Run: 6/06/19 Page: 1
1:43PM City of Okeechobee
Check Register
Check Dates 5101/19 thru 5/31/19, Cash Account 304-101.2100 only, Including Reconciled Checks
Number Date Amount Vendor Payee Voided
1728 5/14/19 3,386.00 TUNDRA Tundra Restaurant Supply
1729 5/14/19 6,243.09 OKCO Okeechobee County - BOCC
Total Printed 2 Checks 9,629.09
Run: 6/06/19 Page: 1
1:43PM City of Okeechobee
Check Register
Check Dates 5/01/19 thru 5/31/19, Cash Account 601-101.2100 only, Including Reconciled Checks
Number Date Amount Vendor Payee Voided
251 5/14/19 75.00 B.M. B. M. J. Towing
Total Printed 1 Checks 75.00
.^
Exhibit 1
June 18, 2019
-t-+em -TE . A .
A complete copy of Exhibit 1 can be found on the City's website. The auditors will provide
a bound copy at the meeting.
Z'ity Okec'c/trlhl�i'
"Gateway to South Florida'
FINANCIAL STATEMENTS
For Year Ended September 30, 2018
City of Okeechobee, Florida
Table of Contents
For the year ended September 30, 2018
Introductory Section
Title Page
Table of Contents
City Officials
Financial Section
Independent Auditors' Report
Management's Discussion and Analysis
Basic Financial Statements
Government -wide Financial Statements
• Statement of Net Position - Governmental Activities
• Statement of Activities -Governmental Activities
1
2
3
5
9
19
20
Fund Financial Statements
Governmental Funds
• Balance Sheet 21
• Statement of Revenues, Expenditures and Changes in Fund Balances —
Governmental Funds 22
• Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund
Balances of Governmental Funds to the Statement of Activities 23
Fiduciary Funds (Component Units that are Fiduciary in Nature)
• Statement of Fiduciary Net Position - Pension Trust Funds 24
• Statement of Changes in Fiduciary Net Position - Pension Trust Funds 25
Notes to Financial Statements
27
Required Supplementary Information Other Than Management's Discussion and
Analysis
• Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and
Actual - General Fund 62
• Required Pension Supplementary Information —Schedule of Changes in Net Pension
Liability and Related Ratios — Years Information is Available 63
• Required Pension Supplementary Information —Schedule of Contributions —Years
Information is Available 67
• Required Pension Supplementary Information —Schedule of Investment Returns —
Years Information is Available 68
• Schedule of Changes in Total OPEB Liability and Related Ratios 69
• Notes to Required Supplementary Information 70
Reports on Internal Control and Compliance Matters
• Independent Auditors' 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 74
• Independent Auditors' Management Letter 77
• Independent Accountants' Report on Compliance with Local Government Investment
Policies 79
-2-
Gateway to South Fforida'"
C A R R
RIGGS &
CRIINGRAM
CPAs and Advisors
CRlcpa,cam
City of Okeechobee, Florida
Table of Contents
For the year ended September 30, 2018
Introductory Section
Title Page
Table of Contents
City Officials
Financial Section
Independent Auditors' Report
Management's Discussion and Analysis
Basic Financial Statements
Government -wide Financial Statements
• Statement of Net Position - Governmental Activities
• Statement of Activities - Governmental Activities
Fund Financial Statements
Governmental Funds
1
2
3
5
9
19
20
• Balance Sheet 21
• Statement of Revenues, Expenditures and Changes in Fund Balances —
Governmental Funds 22
• Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund
Balances of Governmental Funds to the Statement of Activities 23
Fiduciary Funds (Component Units that are Fiduciary in Nature)
• Statement of Fiduciary Net Position - Pension Trust Funds 24
• Statement of Changes in Fiduciary Net Position - Pension Trust Funds 25
Notes to Financial Statements
27
Required Supplementary Information Other Than Management's Discussion and
Analysis
• Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and
Actual - General Fund 62
• Required Pension Supplementary Information —Schedule of Changes in Net Pension
Liability and Related Ratios — Years Information is Available 63
• Required Pension Supplementary Information — Schedule of Contributions — Years
Information is Available 67
• Required Pension Supplementary Information — Schedule of Investment Returns —
Years Information is Available 68
• Schedule of Changes in Total OPEB Liability and Related Ratios 69
• Notes to Required Supplementary Information 70
Reports on Internal Control and Compliance Matters
• Independent Auditors' 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 74
• Independent Auditors' Management Letter 77
• Independent Accountants' Report on Compliance with Local Government Investment
Policies 79
-2-
City of Okeechobee, Florida
City Officials
For the year ended September 30, 2018
Dowling R. Watford, Jr.
Mayor, Chairman
Gary Ritter
Noel A. Chandler
Monica Clark
Wes Abney
Council Members
John R. Cook
City Attorney
Marcos Montes De Oca
City Administrator
Lane Gamiotea
City Clerk
India Riedel
Finance Director
Herbert Smith
Chief of Fire
Robert Peterson
Chief of Police
David Allen
Director of Public Works
-3-
THIS PAGE IS INTENTIONALLY LEFT BLANK.
-4-
Al CRIINGRAMCARR
■IRIGGS &
CPAs and Advisors
INDEPENDENT AUDITORS' REPORT
The Honorable Mayor and Members of the City Council
of the City of Okeechobee, Florida
Carr, Riggs & Ingram, LLC
215 Baytree Drive
Melbourne, Florida 32940
(321)255-0088
(321) 259-8648 (fax)
www.cricpa.com
We have audited the accompanying financial statements of the governmental activities, each major
fund and the aggregate remaining fund information of the City of Okeechobee, Florida, as of and for
the year ended September 30, 2018, and the related notes to the financial statements, which
collectively comprise the City of Okeechobee, Florida'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
includes 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 Okeechobee, Florida Municipal Police Officers'
Pension Trust Fund and City of Okeechobee, Florida Municipal Firefighters' Pension Trust Fund and
the City of Okeechobee Employees' Retirement System, which represent 100% of the assets, net
position and additions of the pension trust fiduciary funds. 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 City of Okeechobee, Florida Municipal Police Officers' Pension Trust Fund and City of
Okeechobee, Florida Municipal Firefighters' Pension Trust Fund and the City of Okeechobee
Employees' Retirement System is based on the reports of the other auditors. 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. The financial statements of the City of Okeechobee, Florida Municipal
Police Officers' Pension Trust Fund, the City of Okeechobee, Florida Municipal Firefighters' Pension
Trust Fund, and the City of Okeechobee Employees' Retirement System were not audited in
accordance with Government Auditing Standards.
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
-5-
design audit procedures that are appropriate in the circumstances, but not for the purpose of
expressing an opinion on the effectiveness of the entity's internal control. Accordingly, we express
no such opinion. An audit also includes evaluating the appropriateness of accounting policies used
and the reasonableness of significant 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, based on our audit and the reports of other auditors, 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 remaining fund information of the City
of Okeechobee, Florida, as of September 30, 2018, and the respective changes in financial position
thereof for the year then ended in conformity with accounting principles generally accepted in the
United States of America.
Change in Accounting Principle
As discussed in Note 1 to the financial statements, in 2018 the City adopted new accounting
guidance, GASBS No. 75, Accounting and Financial Reporting for Postemployment Benefits Other
than Pensions. Our opinion is not modified with respect to this matter.
Other Matters
Required Supplementary Information
Accounting principles generally accepted in the United States of America require that the
management's discussion and analysis (pages 9 through 16), the budgetary comparison information
(page 62 and page 70), and the pension and other postemployment benefits information (pages 63
through 69 and pages 71 through 72) 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 Okeechobee, Florida's basic financial statements. The introductory
WIN
section is presented for purposes of additional analysis and is not a required part of the financial
statements.
The introductory section has 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 it.
Other Reporting Required by Government Auditing Standards
In accordance with Government Auditing Standards, we have also issued our report dated June 11,
2019 on our consideration of the City of Okeechobee, 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 solely 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 the effectiveness of the City of Okeechobee's 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 the City of
Okeechobee, Florida's internal control over financial reporting and compliance.
Melbourne, Florida
June 11, 2019
-7-
THIS PAGE IS INTENTIONALLY LEFT BLANK.
City of Okeechobee, Florida
Management's Discussion and Analysis
Our discussion and analysis of the City of Okeechobee, Florida's ("the City's") financial performance
provides an overview of the City's financial activities for the year ended September 30, 2018.
Please read it in conjunction with the City's basic financial statements, which immediately follow
this discussion.
FINANCIAL HIGHLIGHTS
The following are highlights of financial activity for the year ended September 30, 2018:
• The City's total assets exceeded its liabilities at September 30, 2018 by $20,177,560.
• The City's total revenues were $6,818,884 for the year ended September 30, 2018,
compared to total expenses of $6,107,742, which resulted in a $711,142 increase in
net position.
OVERVIEW OF THE FINANCIAL STATEMENTS
This discussion and analysis is intended to serve as an introduction to the City's basic financial
statements. The basic financial statements are comprised of three components: 1) government -
wide financial statements, 2) fund financial statements and 3) notes to basic financial statements.
A. Government -Wide Financial Statements
The government -wide financial statements, which consist of the following two 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 and liabilities, with the
difference between the two 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 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 only result in cash flows in future fiscal
periods.
The government -wide financial statements can be found on pages 19 and 20 of this report.
B. 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's funds can be divided into two fund
types: governmental funds and fiduciary funds.
City of Okeechobee, Florida
Management's Discussion and Analysis
B. Fund Financial Statements (Continued)
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 balances of spendable resources
available at the end of the year. Such information may be useful in evaluating a government'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 statement of revenues, expenditures
and changes in fund balances provide reconciliations to facilitate this comparison between
governmental funds and governmental activities.
The basic governmental fund financial statements can be found on pages 21 through 23 of this
report.
Fiduciary funds. Fiduciary funds are used to account for resources held for the benefit of parties
outside the government. 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 basic fiduciary fund financial statements can be found on pages 24 and 25 of this report.
C. Notes to Basic Financial Statements
The notes provide additional information that is essential for a full understanding of the data
provided in the government -wide and fund financial statements. The notes to basic financial
statements can be found on pages 27 through 58 of this report.
-10-
City of Okeechobee, Florida
Management's Discussion and Analysis
GOVERNMENT -WIDE FINANCIAL ANALYSIS
As noted earlier, net position may serve over time as a useful indicator of financial position. The
following table reflects the condensed government -wide statement of net position.
City of Okeechobee
Statement of Net Position
2018
2017
Current assets
$ 11,378,309 $
11,515,261
Capital assets
8,532,680
8,458,936
Noncurrent assets
1,226,289
-
Total assets
21,137,278
19,974,197
Deferred outflows
1,625,927
1,420,835
Current liabilities
299,389
550,667
Noncurrent liabilities
580,636
2,151,797
Total liabilities
880,025
1,402,716
Deferred inflows
1,705,620
525,898
Net position:
Net investment in capital assets
8,532,680
8,458,936
Restricted
1,184,520
928,976
Unrestricted
10,460,360
8,778,758
Total net position
$ 20,177,560 $
18,166,670
Governmental Activities
Total net position increased by $711,142 primarily as a result of $1,163,081 increase in total assets,
and a $522,691 decrease of total liabilities. Deferred outflows and inflows related to pensions
increased by $205,092 and $1,179,722, respectively. The increase in total assets was primarily due
to a $73,744 increase in capital assets, a $1,266,289 increase in noncurrent assets due to an
increase in net pension asset, offset by a decrease in current assets of $136,952. The net change in
current and noncurrent liabilities was $522,691 as current liabilities decreased by $251,278 related
to timing of payables and non -current liabilities decreased by $1,571,161 resulting from a $299,254
decrease in net pension liability and a $2,588 decrease in the adjusted net OPEB obligation with the
total offset by an increase in compensated absences of $30,429.
-11-
City of Okeechobee, Florida
Management's Discussion and Analysis
The following table shows condensed revenue and expense data:
City of Okeechobee, Florida
Statement of Activities
2018
2017
REVENUES:
Program revenues:
Charges for services
$ 635,293
$ 621,683
Operating grants and contributions
692,885
677,458
Capital grants and contributions
246,375
84,045
General revenues:
Property taxes
2,101,971
1,957,520
Public utility taxes
853,799
841,848
Franchise fees
553,565
548,286
Shared revenues
1,480,838
1,406,638
Investment income
154,650
35,257
Other income
99,508
-
Total revenues
6,818,884
6,172,735
EXPENSES:
General government
938,034
1,326,989
Public safety
3,789,940
3,697,679
Transportation
496,943
728,367
Physical environment
873,418
784,260
Economic development
9,407
-
Total expenses
6,107,742
6,537,295
Change in net position
711,142
(364,560)
Net position, beginning of year as previously
reported 18,166,670 18,531,230
Prior period adjustment* 1,299,748 -
Net position, beginning of year as restated 19,466,418 -
Net position, ending September 30 $ 20,177,560 $ 18,166,670
*Prior Period Adjustment — An adjustment decreasing beginning net position in governmental activities
by $1,299,748 is due to the implementation of GASB Statement No. 75, "Accounting and Financial
Reporting for Postemployment Benefits Other Than Pensions". (Details of the adjustment are found in
Note 1.D.12).
-12-
City of Okeechobee, Florida
Management's Discussion and Analysis
The City experienced an increase of 10.5% in total revenues — a $646,148 increase to $6.81 million.
The increase is primarily due to a $162,330 increase in capital grants and the investment income
increase of $119,393 in general revenue. An increase in the assessed taxable values and continuing
millage rate of 7.9932 were the contributory factors in the increase of property tax revenue of
$144,451. Utility Tax revenues increased $11,951 based on higher consumer consumption. The
Shared Revenues from the State of Florida (SRS) increased $74,200. The City experienced a
decrease of 6.6% in total expenses — a $429,554 decrease to $6.1 million. The decrease is primarily
due to a $388,955 decrease in expenses for general government. The $231,424 decrease in
transportation expense also was a large contributor to the overall decrease in expenditures for the
year. The combined decreases in expense and increase in revenues resulted in an increase in net
position of $711,142.
FUND FINANCIAL ANALYSIS
As noted earlier, the City 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 a government's net resources available for spending at the end of the fiscal
year.
As of the end of the current fiscal year, the City's governmental funds reported combined ending fund
balances of $11,036,146 an increase of $112,619 in comparison with the prior year. Approximately
7S% of this total amount $8,301,423, constitutes unassigned fund balance, which is available for
spending at the government's discretion. Assigned fund balances include $1,514,359 for subsequent
year's expenditures. Public facilities fund balance of $1,180,152 plus law enforcement $4,368 are
restricted funds based on their specific stipulated purpose. The remainder of fund balance is non -
spendable inventory of $35,844.
The general fund is the chief operating fund of the City. At the end of the current fiscal year,
assigned and unassigned fund balance of the general fund was $9,737,062 while total fund balance
was $10,953,058. As a measure of the general fund's liquidity, it may be useful to compare both
assigned and unassigned fund balance and total fund balance to total fund expenditures. The total
assigned and unassigned fund balance and total fund balance represent approximately 141% and
159% respectively of total general fund expenditures.
Revenues from grants were used in the construction of infrastructure and other improvements in
the City.
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City of Okeechobee, Florida
Management's Discussion and Analysis
General Fund Budgetary Highlights
The amount appropriated for expenditures in the original 17/18 budget decreased from $8,287,039
to $7,085,486 in the final 17/18 budget, a decrease of $1,201,553. The decrease in general
government expenses, fire and police public safety expenses, physical environment expenses,
transportation expenses and capital outlay largely contributed to the overall decrease in
expenditures.
CAPITAL ASSETS AND LONG-TERM LIABILITIES
Capital assets. The City's investment in capital assets as of September 30, 2018, amounted to
$8,532,680, (net of accumulated depreciation). This investment in capital assets includes land,
buildings, improvements, equipment and construction in progress. During the year, the City's net
capital asset balance increased $73,744.
The City's major additions of $1,709,991 to capital assets during the current fiscal year included the
following:
• Replacement computers for (1) Finance; (4)-Police Department, (2) Fire
Department, and (1) Clerk
• Replace (13) police vehicles including equipment for Police Department; (1)
Administration; (1) for Code Enforcement; (1) Pickup for Fire Department
• Replace 1 Fire Engine include extrication tools, and various required
equipment, security software and install at the Police Department
• Mobile/Portable handheld radios (2) Fire Department; (4) Police Department
• Tasers (7) including harnesses, etc.; (1) Radar
• Replacement bunker gear
• SCBA Harnesses and cylinders
• Police station modifications — Replacement roof
• Replacement Lifeline AED Unit at Fire Department
• Zero turn mower (finishing mower)
• 20 tables for Flagler Park
• Centennial Park Project I completion
• City Hall Renovations completion
-14-
City of Okeechobee, Florida
Management's Discussion and Analysis
Various infrastructure improvements including the roadways and sidewalk
improvements
• Replacement desk, credenzas, etc. within Administration and Finance
These additions were offset by depreciation expense of $591,571, and decreases with a net book
value of $1,044,676, which largely relates to the completed construction in progress of $810,796
and the sale of 11 police vehicles with a net book value of $233,880.
City's Capital Assets
(net of depreciation)
2018 2017
Land $ 1,378,744 $ 1,378,744
Construction in progress - 810,796
Buildings 1,183,251 991,780
Improvements other than buildings 4,448,127 4,271,132
Equipment 1,522,558 1,006,484
Total $ 8,532,680 $ 8,458,936
Additional information on the City's capital assets can be found in Note 4.C. on page 40 of this
report.
Long-term Liabilities
City's Outstanding Debt
Long-term Liabilities
2018 2017
Net OPEB obligation $ 153,110 $ 155,698
Compensated absences 427,526 397,097
Pension liability - 299,254
Total $ 580,636 $ 852,049
The City's long-term liabilities decreased by $271,413 during the current fiscal year due to the
compensated absences liability increase of 30,429 offset by the net OPEB reduction of $2,588 and
the $299,254 decrease in the pension liability.
Additional information on the City's long-term debt can be found in Note 4.E. on page 41 of this
report.
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City of Okeechobee, Florida
Management's Discussion and Analysis
ECONOMIC FACTORS AND NEXT YEAR'S BUDGET
The City Council adopted a millage rate 7.9932 for budget year 2019. The adopted millage rate is
more than 5% of the roll -back rate. A $105,891 increase in budgeted ad valorem revenue is largely
due to the increase in current taxable values and new construction added to this years assessed tax
rolls.
Revenues for the fiscal year 2019 adopted budget for all funds of the City total approximately
$7,150,111, an increase from the prior year final budget of approximately $64,625. These revenues
include the General, Public Facility, Capital Projects and Special Law Enforcement fund revenues.
The change in revenue is based mostly on the expected increase in Ad Valorem Tax revenue and
Intergovernmental revenues.
Expenditures for the fiscal year 2019 adopted budget for all funds of the City total approximately
$8,564,577, an increase of 4.6% or $391,837 from the prior year budget. The decrease in
expenditures is based mostly on the decrease in capital expenditures.
REQUESTS FOR INFORMATION
This financial report is designed to provide a general overview of the City of Okeechobee's finances
for all those with an interest. Questions concerning any of the information provided in this report
or requests for additional information should be addressed to the City of Okeechobee, 55 S.E. Third
Avenue, Okeechobee, Florida 34974.
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BASIC FINANCIAL STATEMENTS
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City of Okeechobee, Florida
Statement of Net Position - Governmental Activities
September 30, 2018
ASSETS
Cash and cash equivalents
$ 2,539,183
Investments
8,259,539
Accounts receivable
141,316
Due from other governments
402,427
Inventory
35,844
Capital assets:
Nondepreciable
Land
1,378,744
Depreciable, net of accumulated depreciation
Buildings
1,183,251
Improvements other than buildings
4,448,127
Equipment
1,522,558
Net pension asset
1,226,289
Total assets
21,137,278
DEFERRED OUTFLOWS OF RESOURCES
Deferred outflow - pensions 1,625,927
Total deferred outflows of resources 1,625,927
LIABILITIES
Accounts payable
234,236
Accrued expenses
65,153
Noncurrent liabilities:
Due within one year - compensated absences
35,771
Due in more than one year
Compensated absences
391,755
OPEB liability
153,110
Total liabilities
880,025
DEFERRED INFLOWS OF RESOURCES
Deferred inflow - business tax receipts 42,774
Deferred inflow - pensions 1,662,846
Total deferred inflows of resources 1,705,620
NET POSITION
Net investment in capital assets 81532,680
Restricted for:
Law enforcement 4,368
Public facilities 1,180,152
Unrestricted 10,460,360
Total net position $ 20,177,560
The accompanying notes are an integral part of these financial statements.
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City of Okeechobee, Florida
Statement of Activities - Governmental Funds
Year ended September 30, 2018 Program Revenues Net (Expense)
Operating Capital Revenue and
Charges for Grants and Grants and Changes in
Functions/Programs Expenses Services Contributions Contributions Net Position
General government
$ 938,034
$ 584,290
$ - $ - $ (353,744)
Public safety
3,789,940
24,106
- - (3,765,834)
Transportation
496,943
26,897
692,885 - 222,839
Physical environment
873,418
-
- 246,375 (627,043)
Economic environment
9,407
-
- - (9,407)
Total governmental
activities
$ 6,107,742
$ 635,293
$ 692,885 $ 246,375 (4,533,189)
General revenues:
Property taxes
2,101,971
Public utility taxes
853,799
Franchise fees
553,565
Shared revenues not restricted to specific programs
1,480,838
Unrestricted investment earnings
154,650
Miscellaneous 99,508
Total general revenues 5,244,331
Change in net position 711,142
Net position, beginning of year as previously reported 18,166,670
Prior period adjustment (See Note 1.D.12) 1,299,748
Net position, beginning of year as restated 19,466,418
Net position, end of year $ 20,177,560
The accompanying notes are an integral part of these financial statements.
-20-
City of Okeechobee, Florida
Balance Sheet - Governmental Funds
Community
Total
Development Nonmajor
Governmental
September30, 2018
General
Capital Project Funds
Funds
ASSETS
Cash and cash equivalents
$ 2,447,792
$ 78,127 $ 13,264
$ 2,539,183
Investments
8,259,539
- -
8,259,539
Accounts receivable
141,316
- -
141,316
Due from other funds
8,303
- -
8,303
Due from other governments
402,427
- -
402,427
Inventory
35,844
- -
35,844
Total assets
11,295,221
78,127 13,264
5 11,386,612
LIABILITIES, DEFERRED INFLOWS AND FUND BALANCES
Liabilities
Accounts payable $ 234,236 $ - $ - $ 234,236
Accrued expenses 65,153 - - 65,153
Due to other funds - - 8,303 8,303
Total liabilities 299,389 - 8,303 307,692
Deferred inflows of resources:
Deferred revenue - business tax revenue 42,774 - - 42,774
Fund balances:
Nonspendable for:
Inventory 35,844 - -
35,844
Restricted for:
Public facilities 1,180,152 - -
1,180,152
Law enforcement - - 4,368
4,368
Assigned for:
Subsequent year's expenditures 1,514,359 - -
1,514,359
Unassigned 8,222,703 78,127 593
8,301,423
Total fund balances 10,953,058 78,127 4,961
11,036,146
Total liabilities, deferred inflows of
resources and fund balances $ 11,295,221 $ 78,127 $ 13,264
Amounts reported for governmental activities in the statement of net
position are different because:
Deferred outflows of resources related to pensions are not
recognized in the governmental funds; however, they are recorded
in the statement of net position under full accrual accounting.
1,625,927
Deferred inflows of resources related to pensions are not recognized in
governmental funds; however, they are recorded in the statement
of net position under full accrual accounting.
(1,662,846)
Capital assets used in governmental activities are not financial resources
and, therefore, are not reported in the funds.
8,532,680
Net pension assets used in governmental activities are not financial
resources and, therefore, are not reported in the funds.
1,226,289
Long-term liabilities, including the net OPEB obligation and compensated,
are not due and payable in the current period and, therefore, are not
reported in the funds.
(580,636)
Net position of governmental activities
$ 20,177,560
The accompanying notes are an integral part of these financial statements.
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City of Okeechobee, Florida
Statement of Revenues, Expenditures and Changes in Fund Balances -
Governmental Funds
Community Total
Development Nonmajor Governmental
Year ended September 30, 2018 General Capital Project Funds Funds
Revenues
Taxes
$ 2,934,037 $
- $ - $ 2,934,037
Intergovernmental
2,502,604
175,000 - 2,677,604
Charges for services
413,903
- - 413,903
Permits and fees
645,909
- - 645,909
Fines and forfeitures
26,330
- 1,251 27,581
Investment earnings
154,650
- - 154,650
Miscellaneous
99,508
- - 99,508
Total revenues
6,776,941
175,000 1,251 6,953,192
Expenditures
Current:
General government
1,179,352
- -
1,179,352
Public safety
3,705,174
- 200
3,705,374
Transportation
1,086,215
- -
1,086,215
Physical environment
186,530
- 9,407
195,937
Capital outlay
733,824
157,068 8,303
899,195
Total expenditures
6,891,095
157,068 17,910
7,066,073
Excess (deficit) of revenues
over (under) expenditures
(114,154)
17,932 (16,659)
(112,881)
Other financing sources (uses)
Transfers in
-
- 10,000
10,000
Transfers out
(10,000)
- -
(10,000)
Proceeds from sale of capital assets
225,500
- -
225,500
Total other financing sources (uses)
215,500
- 10,000
225,500
Net change in fund balances
101,346
17,932 (6,659)
112,619
Fund balances, beginning of year
10,851,712
60,195 11,620
10,923,527
Fund balances, end of year
$ 10,953,058 $
78,127 $ 4,961
$ 11,036,146
The accompanying notes are an integral part of these financial statements.
-22-
City of Okeechobee, Florida
Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund
Balances of Governmental Funds to the Statement of Activities
Year ended September 30, 2018
Net change in fund balances - total governmental funds $ 112,619
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 those assets is allocated over
their estimated useful lives as depreciation expense. This is the
amount by which capital outlay exceeded depreciation in the current
period. 307,624
In the statement of activities, only the gain (loss) on the sale of capital assets is
reported. However, in the governmental funds, the proceeds from the sale
increase financial resources. Thus, the change in net position differs from the
change in fund balance by the net book value of the disposed capital assets. (233,880)
Pension contributions are reported as expenditures in the fund financial
statements and the change in net position asset and related outflows (inflows)
are reported on the statement of activities. 552,620
Other post employment benefits are reported as expenditures in the fund
financial statements and the change in net position asset and related outflows
(inflows) are reported on the statement of activities. 2,588
Compensated absences are reported in the statement of activities when earned.
As they do not require the use of current financial resources, they are not
reported as expenditures on governmental funds until they have matured.
This is the net amount of compensated absences reported in the statement of
activities in the prior year that have matured in the current year. (30,429)
Change in net position of governmental activities $ 711,142
The accompanying notes are an integral part of these financial statements.
-23-
City of Okeechobee, Florida
Statement of Fiduciary Net Position - Pension Trust Funds
Pension
September 30, 2018 Trust Funds
ASSETS
Cash equivalents
$ 157,529
Investments:
Mutual funds
18,520,485
Receivables
246,384
Prepaid expenses
7,389
Total assets
18,931,787
LIABILITIES
Accounts payable
30,274
Contributions paid in advance
732
Total liabilities
31,006
NET POSITION
Restricted for pension benefits $ 18,900,781
The accompanying notes are an integral part of these financial statements.
-24-
City of Okeechobee, Florida
Statement of Changes in Fiduciary Net Position - Pension Trust Funds
Pension
Year ended September 30, 2018 Trust Funds
ADDITIONS
Contributions:
State
City
$ 134,483
342,537
Employees 129,970
Total contributions 606,990
Investment earnings:
Net appreciation in the
fair value of investments 919,260
Interest and dividends 572,966
Total investment earnings
1,492,226
Less investment expenses (61,567)
Net investment earnings 1,430,659
Total additions
DEDUCTIONS
Benefits paid to participants
Refunds on termination
2,037,649
552,322
32,619
Administrative expenses 152,032
Total deductions 736,973
Change in net position
1,300,676
Net position, beginning of year 17,600,105
Net position, end of year $ 18,900,781
The accompanying notes are an integral part of these financial statements.
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City of Okeechobee, Florida
Notes to Financial Statements
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
A. REPORTING ENTITY
The City of Okeechobee (the "City") was originally incorporated in 1915 and its present charter was
adopted in 1919 under Chapter 8318 of Special Acts of 1919. The City operates under the council form
of government and provides the following services: general government, public safety, transportation
and physical environment.
These financial statements present the primary government and its component units. Blended
component units, although legally separate entities, are, in substance, part of the government's
operations and so data from these units are combined with data of the primary government.
Discretely presented component units are entities that are legally separate from the City, but whose
relationship with the City are such that the exclusion would cause the City's financial statements to be
misleading or incomplete. The City has no discretely presented component units.
The City reports the following component units:
Municipal Firefighters' Pension Trust Fund — The fund is under the supervision of a five member local
independent Board of Trustees who are selected for office under the provisions of Florida Statutes,
Chapter 175. The Board of Trustees cannot amend the provisions of the plan without the approval of
the City Council. This plan covers all full-time firefighters of the City. The City funds the plan, according
to any contribution deficit as determined by an actuarial valuation for the plan, beyond the
contributions by employees and the State Insurance Premium Tax Contribution. It is accounted for in
the Pension Trust funds.
Municipal Police Officers' Pension Trust Fund — The fund is under the supervision of a five member
local independent Board of Trustees who are selected for office under the provisions of Florida
Statutes, Chapter 185. The Board of Trustees cannot amend the provisions of the plan without the
approval of the City Council. This plan covers all full-time sworn officers of the City. The City funds the
plan, according to any contribution deficit as determined by an actuarial valuation for the plan,
beyond the contributions by employees and the State Insurance Premium Tax Contribution. It is
accounted for in the Pension Trust funds.
The Employees' Retirement System of the City of Okeechobee, Florida — The fund is under the
supervision of a five member local independent Board of Trustees. The Board of Trustees cannot
amend the provisions of the plan without the approval of the City Council. This plan benefits the City
general employees. The City funds the plan. It is accounted for in the Pension Trust funds in 2018 as
the City does have fiduciary responsibility.
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City of Okeechobee, Florida
Notes to Financial Statements
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
B. GOVERNMENT -WIDE AND FUND FINANCIAL STATEMENTS
The government -wide financial statements (i.e., the statement of net position and the statement of
changes in net position) report information on all of the nonfiduciary activities of the primary
government. Governmental activities are those which normally are supported by taxes and
intergovernmental revenues. Likewise the primary government is reported separately from certain
legally separate component units for which the primary government is financially accountable.
The statement of activities demonstrates the degree to which the direct expenses of a given
function are offset by program revenues. Direct expenses are those that are clearly identifiable with
a specific function. 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 operational or capital
requirements of a particular function. Taxes and other items not properly included among program
revenues are reported instead as general revenues.
The government -wide financial statements are reported using the economic resources
measurement focus and the accrual basis of accounting, as are the fiduciary fund financial
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 revenue as soon as
all eligibility requirements imposed by the provider have been met.
C. MEASUREMENT FOCUS, BASIS OF ACCOUNTING, AND FINANCIAL STATEMENT PRESENTATION
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 enough thereafter to pay liabilities of the
current period. For this purpose, the government 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 claims and
judgments, are recorded only when payment is due.
Property taxes, franchise taxes, licenses, charges for services and interest associated with the
current fiscal period are all considered to be susceptible to accrual and so have been recognized
as revenues of the current fiscal period. All other revenue items are considered to be measurable
and available only when cash is received by the government.
Is►
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
C. MEASUREMENT FOCUS, BASIS OF ACCOUNTING, AND FINANCIAL STATEMENT PRESENTATION
(Continued)
The City reports the following major governmental funds:
The general fund is the City's primary operating fund. It accounts for all financial resources of
the general government, except those required to be accounted for in another fund.
The community development capital project fund accounts for the assets, liabilities, revenues
and expenditures related to the construction of infrastructure and other improvements in the
City not including grant funds that are instead included in the appropriations grant capital
project fund.
The City reports the following nonmajor governmental funds:
The law enforcement special revenue fund accounts for the assets that are restricted to fund
certain expenditures of the City's police department.
The appropriations grant capital projects fund accounts for the financial resources related to
the construction of infrastructure and other improvements in the City provided by specific
grants and matching funds.
Additionally, the City reports the following fund types:
The pension trust fund account is used to account for assets held by the City in a fiduciary
capacity for the general employees', police officers' and firefighters' pension plans. The funds
are operated by carrying out specific terms of statutes, ordinances and other governing
regulations.
The effect of interfund activity has been eliminated from the government -wide financial
statements.
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. Internally dedicated resources are reported as general revenues rather than as pro-
gram revenues. Likewise, general revenues include all taxes.
Expenses for compensated absences are allocated based on the assigned function of the related
employee.
When both restricted and unrestricted resources are available for use, it is the City's policy to use
restricted resources first, then unrestricted resources as they are needed.
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City of Okeechobee, Florida
Notes to Financial Statements
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
D. ASSETS, LIABILITIES, DEFERRED INFLOWS AND NET POSITION OR EQUITY
1. Cash and investments
The investment of municipal funds is authorized by local ordinance and Florida Statutes. This allows
the City to invest in the Local Government Surplus Funds Trust Fund or any intergovernmental
investment pool authorized pursuant to the Florida Interlocal Cooperation Act, SEC registered money
market funds with the highest credit quality rating, interest -bearing time deposits or savings accounts
in qualified public depositories, direct obligations of the U.S. Treasury, commercial paper with certain
ratings, pre -refunded municipal obligations, banker's acceptances maturing within one year,
investment agreements, direct and general long-term and short-term obligations of any state with
proper credit rating and full faith and credit pledge, municipal obligations with proper credit rating
and repurchase agreements with maturities of 30 days or less with organizations with certain
stipulations and requirements.
The City invests certain surplus funds in an external investment pool, the Local Government Surplus
Funds Trust Fund (the "State Pool"). The State Pool is administered by the Florida State Board of
Administration ("SBA"), who provides regulatory oversight.
The Florida PRIME has adopted operating procedures consistent with the requirements for an
investment pool under GASB 150: Investments to be reported at amortized cost. The fair value of the
City's position in the pool is equal to the value of pooled shares. The funds can with withdrawn at any
time, and there are no unfunded commitments.
The City pools the investments of its governmental funds. Investment earnings of the pool are allocated
to the participating funds at the end of each month based on the ratio of each participant funds'
investment to the total pooled investment.
Cash and cash equivalents include cash deposits, cash funds held in broker accounts and investments
held in the Local Government Surplus Funds Trust Fund (Florida PRIME).
Within the firefighters', police officers' and general employees' pension trust funds, plan assets are
managed by Bowen, Hanes, and Company. The plans follow the investment guidelines as established
within the ordinance. The pension trust funds are allowed to invest in the State Pool; obligations of
the U.S. Government or agencies thereof; banking institutions within the state and other such
institutions within the guidelines of the state statutes, which are insured by the Federal Deposit
Insurance Corporation; investments agreements; direct and general long-term obligations of any state
with proper credit rating and full faith and credit pledge; municipal obligations with proper credit
rating; annuity and life insurance contracts; bonds issued by the State of Israel; and stocks, bonds, and
commingled funds administered by National or State banks or evidences of indebtedness issued or
guaranteed by a corporation organized under the laws of the United States, provided that the
corporation is listed on a nationally recognized exchange and holds proper credit ratings as set forth
by a major credit rating service. These equity investments are not to exceed 60% of the assets of the
pension trust funds on a cost basis. Temporary investment funds held by the custodian in a money
market fund are classified as cash equivalents within the investment account.
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City of Okeechobee, Florida
Notes to Financial Statements
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
D. ASSETS, LIABILITIES, DEFERRED INFLOWS AND NET POSITION OR EQUITY (Continued)
1. Cash and investments (continued)
Pension trust fund investments are reported at fair value. Securities traded on a national or
international exchange are valued at the last reported sales price. Shares of mutual funds, including
proprietary funds and common and collective funds are valued at quoted market prices, which
represent the net asset value of shares held by the pension trust fund at year-end. Interest is
recognized when earned. Gains and losses from the sale or exchange of investments are recognized
on the transaction date. The difference between the excess of fair value over cost represents
unrealized gains.
2. Receivables and payables
All trade and property tax receivables are considered to be fully collectible.
The City's property tax is levied annually on the real and personal property located in the City on
January 1st of the prior year. Tax collections by the Okeechobee County tax collector begin in
November of each year with a due date of March 31 of the following year. All property taxes
remaining unpaid at May 30 are subject to a tax certificate sale.
The City is permitted by State law to levy taxes up to 10 mills on assessed valuation. During a
Special Session in June, 2007, the Florida Legislature adopted 1113113, which limits municipal property
tax rates beginning in the 2008 fiscal year. This legislation established reductions in the millage rate
based on a calculated growth in per capita taxes between the 2002 and 2007 fiscal years. The
Legislature did authorize local governments to use the rolled back millage rate if approved by a
super majority vote of the governing body. The Okeechobee City Council levy for the fiscal year
ended September 30, 2018 was 7.9932 mills, which is 5.12% more than the rolled back rate.
The City Council determines the millage rates and adopts a tax levy by resolution prior to September
30 to fund the next ensuing fiscal year's budget. The assessment of all properties and collection of
municipal taxes are provided by the County's Property Appraiser and Tax Collector. The ad valorem tax
calendar is as follows:
Lien date
- January 1
Levy date
- Prior to September 30
Due date
- November 1
Delinquent date
- April 1
3. Inventory
Inventories are valued at cost, which approximates market, using the first-in/first-out (FIFO) method.
The costs of inventories are recorded as expenditures when used (consumption method).
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City of Okeechobee, Florida
Notes to Financial Statements
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
D. ASSETS, LIABILITIES, DEFERRED INFLOWS AND NET POSITION OR EQUITY (Continued)
4. Capital assets
Capital assets, which include: property, plant, equipment and infrastructure assets (e.g., roads,
bridges, sidewalks and similar items), are reported in the government -wide financial statements.
Capital assets are defined by the government as assets with an initial, individual cost of more than
$500 and an estimated useful 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
acquisition value at the date of donation.
The costs of normal maintenance and repairs that do not add to the value of the asset or materially
extend assets' lives are not capitalized. Major outlays for capital assets and improvements are
capitalized as projects are constructed.
Property, plant and equipment are depreciated using the straight-line method over the following esti-
mated useful lives:
Assets Years
Buildings
25-60
Building improvements
12-20
Vehicles
10
Equipment
5-15
5. Compensated absences
It is the City's policy to permit employees to accumulate earned but unused vacation and sick pay
benefits. All sick and vacation pay is accrued when incurred in the government -wide financial
statements. A liability for these amounts is reported in governmental funds only if they have
matured, for example, as a result of employee resignations and retirements.
6. Deferred inflows and outflows of resources
The deferred outflows and inflows related to pensions are an aggregate of items related to
pensions as calculated in accordance with GASB Statement No. 68, Accounting and Financial
Reporting for Pensions. Total deferred inflows of resources related to pensions were $1,662,846,
and total deferred outflows were $1,625,927 for the year ended September 30, 2018. Note 5-B
includes a complete discussion of retirement commitments.
Resources received before time requirements have been met, for example business tax revenues,
are classified as deferred inflows of resources.
7. Long-term obligations
In the government -wide financial statements, long-term debt and other long-term obligations are
reported as liabilities in the statement of net position.
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City of Okeechobee, Florida
Notes to Financial Statements
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
D. ASSETS, LIABILITIES, DEFERRED INFLOWS AND NET POSITION OR EQUITY (Continued)
7. Long-term obligations (continued)
In the governmental fund financial statements, the face amount of debt issued is reported as other
financing sources.
8. Fund equity
The governmental fund financial statements present fund balances based on classifications that
comprise a hierarchy that is based primarily on the extent to which the City is bound to honor
constraints on the specific purposes for which amounts in the respective governmental funds can be
spent. The classifications used in the governmental fund financial statements are as follows:
Nonspendable Fund Balance — Amounts that are (a) not in spendable form or (b) legally or
contractually required to be maintained intact. "Not in spendable form" includes items that are not
expected to be converted to cash (such as inventories and prepaid amounts) and items such as long-
term amounts of loans and notes receivables, as well as property acquired for resale. The corpus (or
principal) of a permanent fund is an example of an amount that is legally or contractually required to
be maintained intact.
Restricted Fund Balance — Amounts that can be spent only for specific purposes stipulated by (a)
external resource providers such as creditors (by debt covenants), grantors, contributors or laws or
regulations of other governments; or (b) imposed by law through constitutional provisions or
enabling legislation.
Committed Fund Balance — Amounts that can be used only for the specific purposes determined by a
formal action (resolution) of the Council, the Council's highest level of decision making authority.
Commitments may be changed or lifted only by the council taking the same formal action (resolution)
that imposed the constraint originally. The City had no committed fund balance at year end.
Assigned Fund Balance — Includes spendable fund balance amounts established by the City
Administrator or the Council that are intended to be used for specific purposes that are neither
considered restricted or committed.
Unassigned Fund Balance — Unassigned fund balance is the residual classification for the general
fund. This classification represents fund balance that has not been assigned to other funds and that
has not been restricted, committed or assigned to specific purposes within the general fund.
Unassigned fund balance may also include negative balances for any governmental fund if
expenditures exceed amounts restricted, committed or assigned for those specific purposes.
The City would typically use restricted fund balances first, followed by committed resources and
then assigned resources, as appropriate opportunities arise, but reserves the right to selectively
spend unassigned resources first to defer the use of these other classified funds.
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City of Okeechobee, Florida
Notes to Financial Statements
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
D. ASSETS, LIABILITIES, DEFERRED INFLOWS AND NET POSITION OR EQUITY (Continued)
9. Pensions
For purposes of measuring the net pension liability, deferred outflows of resources and deferred
inflows of resources related to pensions, and pension expense, information about the fiduciary net
position of the City's Police Officers' and Firefighters' pension trust funds and the Florida Retirement
System Pension Plan and Health Insurance Subsidy Program and additions to/deductions from the
plans' fiduciary net position have been determined on the same basis as they are reported by the
plans. For this purpose, benefit payments (including refunds of employee contributions) are
recognized when due and payable in accordance with the benefit terms. Investments are reported at
fair value.
10. Other post -employment benefits
The City participates in a single employer, defined benefit, other post -employment plan. The City does
not have a trust for the plan, and there is no actuarial determined contribution. The OPEB liability is
determined in accordance with GASBC P52: Other Post -employment Benefits.
11. Use of estimates
The preparation of the financial statements in conformity with accounting principles generally
accepted in the United States of America requires management to make estimates and
assumptions. This will affect the reported amounts of assets, liabilities, deferred inflows and
deferred outflows, the disclosure of contingent assets, liabilities, deferred inflows and deferred
outflows at the date of the financial statements, and the reported amounts of revenues and
expenditures/expenses during the reporting period. Actual results could differ from these
estimates.
12. Recently issued and implemented accounting pronouncements
The City has implemented GASB Statement No. 75, Accounting and Financial Reporting for
Postemployment Benefit Plans Other Than Pension Plans. The primary objective of this Statement
is to improve accounting and financial reporting by state and local governments for
postemployment benefits other than pension (other postemployment benefits or OPEB). The
requirements of the GASB Statement are effective for the year ended September 30, 2018.
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City of Okeechobee, Florida
Notes to Financial Statements
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
D. ASSETS, LIABILITIES, DEFERRED INFLOWS AND NET POSITION OR EQUITY (Continued)
12. Recently issued and implemented accounting pronouncements (Continued)
This pronouncement required the restatement of the September 30, 2017 net position in the
statement of governmental activities. This change is in accordance with generally accepted accounting
principles. The cumulative effect of the change is illustrated below:
Governmental
Activities
Net position, September 30, 2017 as previously reported $ 18,166,670
Cumulative effect of application of GASB 75 1,299,748
Net position, September 30, 2017 as restated $ 19,466,418
NOTE 2: RECONCILIATION OF GOVERNMENT -WIDE AND FUND FINANCIAL STATEMENTS
A. EXPLANATION OF CERTAIN DIFFERENCES BETWEEN THE GOVERNMENTAL FUND BALANCE
SHEET AND THE GOVERNMENT -WIDE STATEMENT OF NET POSITION
The governmental fund balance sheet includes reconciliation between fund balance -total
governmental funds and net position -governmental activities as reported in the government -wide
statement of net position.
One element of that reconciliation states that "long-term liabilities, including the net OPEB obligation
and compensated absences, are not due and payable in the current period and, therefore, are not
reported in the funds." The details of this $(580,636) difference are as follows:
Net OPEB obligation $ (153,110)
Compensated absences (427,526)
Net adjustment to reduce fund balance - total governmental funds to
arrive at net position -governmental activities $ (580,636)
B. EXPLANATION OF CERTAIN DIFFERENCES BETWEEN THE GOVERNMENTAL FUND STATEMENT
OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES AND THE GOVERNMENT -WIDE
STATEMENT OF ACTIVITIES
The governmental fund statement of revenues, expenditures and changes in fund balances includes
a reconciliation between net changes in fund balances - total governmental funds and changes in
net position of governmental activities as reported in the government -wide statement of activities.
One element of that reconciliation explains that "governmental funds report capital outlays as
expenditures".
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City of Okeechobee, Florida
Notes to Financial Statements
NOTE 2: RECONCILIATION OF GOVERNMENT -WIDE AND FUND FINANCIAL STATEMENTS
(Continued)
B. EXPLANATION OF CERTAIN DIFFERENCES BETWEEN THE GOVERNMENTAL FUND STATEMENT
OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES AND THE GOVERNMENT -WIDE
STATEMENT OF ACTIVITIES (Continued)
However, in the statement of activities, the cost of those assets is allocated over their estimated
useful lives as depreciation expense." The details of this $307,624 difference are as follows:
Capital outlay $ 899,195
Depreciation expense (591,571)
Net adjustment to increase net changes in fund balances - total
governmental funds to arrive at changes in net position of
governmental activities $ 307,624
NOTE 3: STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY
A. BUDGETARY INFORMATION
As permitted by GASB Statement No. 34, Basic Financial Statements and Management Discussion
and Analysis for State and Local Governments, the City has elected to disclose all budgetary
information in the notes to the required supplementary information.
NOTE 4: DETAILED NOTES ON ALL FUNDS
A. DEPOSITS AND INVESTMENTS
At September 30, 2018, the City's carrying amount of deposits was $2,538,859 and the bank
balance was $2,700,811. In addition, the City maintained $324 of petty cash. As of September 30,
2018, $250,000 of the City's bank balances is covered by federal depository insurance (FDIC).
Monies invested in amounts greater than the insurance coverage are secured by the qualified
public depositories pledging securities with the State Treasurer in such amounts required by the
Florida Security for Public Depositories Act. In the event of a default or insolvency of a qualified
public depositor, the State Treasurer will implement procedures for payment of losses according to
the validated claims of the City pursuant to Section 280.08, Florida Statutes.
At the close of the fiscal year, the City held investments in the Local Government Surplus Funds
Trust Fund ("Florida PRIME") external investment pool. The Florida PRIME is administered by the
Florida State Board of Administration ("SBA"), who provides regulatory oversight. Florida PRIME
currently meets all of the necessary criteria set for in Section 150: Investment Pools (External) of the
GASB Codification to measure its investments at amortized cost; therefore, the City's account
balance in the SBA is also reported at amortized cost.
-36-
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 4: DETAILED NOTES ON ALL FUNDS (Continued)
A. DEPOSITS AND INVESTMENTS (Continued)
Fair\/;ihia
GASBC 150: Investments, establishes a framework for measuring fair value. That framework provides a
fair value hierarchy that prioritizes the inputs to valuation techniques used to measure fair value. The
hierarchy gives the highest priority to unadjusted quoted prices in active markets for identical assets
or liabilities (Level 1 measurements) and the lowest priority to unobservable inputs (Level 3
measurements).
The three levels of the fair value hierarchy under GASBC 150 are described as follows:
Level 1: Inputs to the valuation methodology are unadjusted quoted prices for identical assets or
liabilities in active markets that the plan has the ability to access.
Level 2: Inputs to the valuation methodology include
• quoted prices for similar assets or liabilities in active markets;
• quoted prices for identical or similar assets or liabilities in inactive markets;
• inputs other than quoted prices that are observable for the asset or liability;
• inputs that are derived principally from or corroborated by observable market data by
correlation or other means.
If the asset or liability has a specified (contractual) term, the level 2 input must be observable
for substantially the full term of the asset or liability.
Level3: Inputs to the valuation methodology are unobservable and significant to the fair value
measurement.
The asset or liability's fair value measurement level within the fair value hierarchy is based on the
lowest level of any input that is significant to the fair value measurement. Valuation techniques used
need to maximize the use of observable inputs and minimize the use of unobservable inputs.
The following is a description of the valuation methodologies used for assets measured at fair value.
There have been no changes in the methodologies used at September 30, 2018.
Level 1 investments noted in the following table are valued at quoted market prices.
Level 2 investments noted in the following table are valued at quoted prices for similar liabilities in
active markets.
The money market fund is valued at amortized cost. They can be redeemed daily, and have no
unfunded commitments.
Mutual funds — equities are valued at quoted market prices.
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City of Okeechobee, Florida
Notes to Financial Statements
NOTE 4: DETAILED NOTES ON ALL FUNDS (Continued)
A. DEPOSITS AND INVESTMENTS (Continued)
Mutual funds —fixed income are valued using price models maximizing the use of observable inputs
for similar securities. This includes basing value on yield currently available on comparable securities
of issues with similar credit ratings.
At September 30, 2018, the City had the following investments and effective duration presented in
terms of years and levels:
Investment type Fair Value Less than 1 1-5 6 - 10 More than 10 Rating Agency Level
Primary government:
SBA (Florida Prime) $ 8,259,539 $8,259,539 $ $ $ AAAm S&P
Primary government total $ 8,259,539 $8,259,539 $ $ $
Pension trust funds:
Mutual funds- equities 12,032,457 12,032,457 Not rated - L1
Mutual funds- fixed income 6,488,028 6,488,028 BBB - AA S&P L2
$ 18,520,485 $ $ $18,520,485 $
Cash Equivalents, at amoritzed cost
Money Market Fund 157,529
Total Cash Equivalents, at cost 157,529
Pension trust fund total $ 18,678,014
Credit risk
Credit risk for fixed income securities is the risk that the issuer will not fulfill its obligations. The City's
investment policy does not address credit risk; however, investments are limited to state sponsored
investment pools, which are diversified in their underlying portfolios so that potential losses will be
minimized. The investment policies for the firefighters', police officers' and general employees'
pension trust funds limit investments to securities with specific ranking criteria.
Interest rate risk
Interest rate risk exists when there is a possibility that changes in interest rates could adversely affect
an investment's fair value. In accordance with Florida Statute 218.415(6), the City's policy is to match
investment maturities with known cash needs and anticipated cash flow requirements. The City's
pension trust funds do not address interest rate risk.
Concentration of credit risk
Concentration of credit risk is an increased risk of loss that occurs as more investments are acquired
from one issuer (i.e. lack of diversification). The City's investment policy and the investment policies
for the firefighters', police officers' and general employees' pension trust funds do not specifically
address concentration of credit risk.
own
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 4: DETAILED NOTES ON ALL FUNDS (Continued)
A. DEPOSITS AND INVESTMENTS (Continued)
Foreign currency risk
The City's firefighters', police officers', and general employees' pension trust funds contain
investments in foreign corporate bonds; however, all of the investments are denominated in U.S.
dollars and are not exposed to foreign currency risk.
B. RECEIVABLES
Receivables as of September 30, 2018 are as follows:
Municipal
Police Officers'
General Pension
Fund Trust
Municipal
Firefighters' General
Pension Employees
Trust Pension Trust
Franchise/Utility taxes $ 137,027 $ - $ - $ -
Contributions - 124,340 97,135 24,909
Other 4,289 - - -
Receivables, net $ 141,316 $ 124,340 $ 97,135 $ 24,909
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City of Okeechobee, Florida
Notes to Financial Statements
NOTE 4: DETAILED NOTES ON ALL FUNDS (Continued)
C. CAPITAL ASSETS
Capital asset activity for the year ended September 30, 2018 was as follows:
Beginning
Balance Increases Decreases Ending Balance
Governmental activities:
Capital assets, not being depreciated:
Land
Construction in
$ 1,378,744 $ - $ - $ 1,378,744
ress 810,796 - (810,796) -
Total capital assets, not being depreciated 2,189,540 - (810,796) 1,378,744
Capital assets, being depreciated:
Buildings
Improvements other than buildings
2,005,830 261,428
7,690,612 464,691
2,267,258
8,155,303
Equipment 3,090,124 983,872 (269,805) 3,804,191
Total capital assets, being depreciated 12,786,566 1,709,991 (269,805) 14,226,752
Less accumulated depreciation for:
Buildings
(1,014,050)
(69,957)
- (1,084,007)
Improvements other than buildings
(3,419,480)
(287,696)
- (3,707,176)
Equipment
(2,083,640)
(233,918)
35,925 (2,281,633)
Total accumulated depreciation
(6,517,170)
(591,571)
35,925 (7,072,816)
Total capital assets, being depreciated, net 6,269,396 1,118,420 (233,880) 7,153,936
Governmental activities capital assets, net $ 8,458,936 $ 1,118,420 $(1,044,676) $ 8,532,680
Depreciation expense was charged to functions/programs of the government as follows:
Governmental activities:
General government $ 69,706
Public safety 214,353
Physical environment 307,512
Total depreciation expense - governmental activities $ 591,571
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 4: DETAILED NOTES ON ALL FUNDS (Continued)
D. INTERFUND RECEIVABLES, PAYABLES AND TRANSFERS
Interfund loans for short-term operating purposes resulted in a due to the General fund from
Community Development Capital Project fund of $8,303. All amounts are expected to be repaid
within one year.
During the year ended September 30, 2018, the General fund transferred $10,000 to the
Community Development Capital Project Fund. The transfers represented engineering costs for the
respective partially grant funded capital projects.
E. CHANGES IN LONG-TERM LIABILITIES
Long-term liability activity for the year ended September 30, 2018, was as follows:
Beginning Ending Due Within
Balance Additions Reductions Balance One Year
Governmental activities:
Compensated absences $ 397,097 $157,788 $ (127,359) $ 427,526 $ 35,771
Net OPEB liability* 155,698 - (2,588) 153,110 Net pension liability 299,254 - (299,254) - -
Long-term liabilities $ 852,049 $157,788 $ (429,201) $ 580,636 $ 35,771
For the governmental activities, compensated absences are generally liquidated by the general fund.
*Beginning balance restated for GASB 75, see Note 1.D.12.
NOTE 5: OTHER INFORMATION
A. RISK MANAGEMENT
The City is exposed to various risks of loss, including, but not limited to theft, damage or destruction of
its buildings, equipment, records and monetary assets, and liability for personal injury, property
damage and consequences of employee and public official actions. The City participates in a non -
assessable public risk pool to cover significant loss exposure and purchases commercial insurance for
third party pollution liability coverage. The pool maintains a loss reserve and purchases specific
excess insurance, aggregate excess insurance and multiple loss coverage from commercial carriers
and underwriters.
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City of Okeechobee, Florida
Notes to Financial Statements
NOTE 5: OTHER INFORMATION (Continued)
B. RETIREMENT COMMITMENTS — DEFINED BENEFIT PLANS
Plan Descriptions — The City contributes to two single -employer defined benefit pension plans: City of
Okeechobee Municipal Police Officers' Pension Trust Fund and City of Okeechobee Municipal
Firefighters' Pension Trust Fund (the "Plans"). The Plans provide retirement, disability and death
benefits to plan members and their beneficiaries. Chapters 185 and 175 of the Florida Statutes
establish the minimum benefits and the minimum standards for the operation and funding of the
Police Officers' and the Firefighters' Municipal Pension Trust Funds, respectively. Per City Ordinances
Nos. 750 and 749, sole responsibility for administering the Plans is vested in the Board of Trustees of
each plan. The Boards cannot amend the provisions of the plans without the approval of the City. The
Plans issue publicly available financial reports that include financial statements and required
supplementary information. The reports are available from the City of Okeechobee, Florida, 55 S.E.
Third Avenue, Okeechobee, Florida 34974.
At September 30, 2018, the Police Officers' plan included 9 retirees or beneficiaries either receiving or
entitled to receive benefits, plus 3 survivor beneficiaries. The Police Officers' plan also includes 1
terminated member with vested benefits, and has 4 DROP participants. There are 18 active current
employees of which 10 are vested and 8 are non -vested.
At September 30, 2018, the Firefighters' plan included 3 retirees receiving or entitled to receive
benefits, plus 1 beneficiary receiving benefits. The Plan also included 1 terminated vested member
entitled to receive benefits and 1 DROP participant. There are 12 active current employees of which 7
are vested and 5 are non -vested.
Funding Policies — The contribution requirements of plan members and the City are established and
may be amended by City ordinance. Plan members are required to contribute 5% of their annual
covered salary for the Police Officers' and Firefighters' Municipal Trust Funds. The City is required to
contribute an amount equal to the difference in each year between the total aggregate member
contributions for the year, plus state contributions for such year, and the normal cost for the year, as
shown by the most recent actuarial valuation of the plan; the current contribution rate as a
percentage of covered payroll is 16.03% for the Police Officers' plan and 21.43% for the Firefighters'
plan.
The City recognized as revenues and expenditures on -behalf payments relating to pension
contributions for its public safety employees that the State of Florida paid to the Police Officers' and
Firefighters' Plans in the amounts of $81,690 and $52,793, respectively. These contributions are
funded by an excise tax upon certain casualty insurance companies on their gross receipts of
premiums from policy holders.
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City of Okeechobee, Florida
Notes to Financial Statements
NOTE 5: OTHER INFORMATION (Continued)
B. RETIREMENT COMMITMENTS— DEFINED BENEFIT PLANS (Continued)
The City and employees contributions for the year ended September 30, 2018, are as follows:
City Employees
Police Officers' $ 151,492 $ 46,212
Firefighters' $ 115,253 $ 23,446
Plan Investment Policies and Allocation of Plan Investments - Florida statutes and the plan investment
policy authorize the Trustees to invest funds in various investments. The general investment objective
of the fund is to preserve the purchasing power of the fund's assets and earn a reasonable rate of
return (after inflation) over the long term while minimizing, to the extent reasonable, the short-term
volatility of returns. Best estimates of arithmetic real rates of return for each major asset class
included in the pension plan's target asset allocation as of September 30, 2018, and the current target
and actual allocation of these investments at market, per the performance analysis report, is as
follows as of September 30, 2018:
Police Officers'
Actual Target
Investments
Percent
Percent
Domestic Equity
49.7%
45.0%
International Equity
14.9%
15.0%
Fixed Income
34.3%
40.0%
Cash Equivalents
1.1%
0.0%
Total
100.0%
100.0%
Firefighters'
Actual Target
Investments Percent Percent
Domestic Equity
49.7%
50.0%
International Equity
14.5%
10.0%
Fixed Income
34.9%
40.0%
Cash Equivalents
0.9%
0.0%
Total
100.0%
100.0%
Money -Weighted Rate of Return - For the year ended September 30, 2018, the annual money -
weighted rate of return on the Police Officers' pension plan investments was (8.73%) and on the
Firefighters' pension plan investments was (6.11%). The money -weighted rate of return expresses
investment performance, net of plan investment expenses, as adjusted for the changing amounts
actually invested on a monthly basis.
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City of Okeechobee, Florida
Notes to Financial Statements
NOTE 5: OTHER INFORMATION (Continued)
B. RETIREMENT COMMITMENTS — DEFINED BENEFIT PLANS (Continued)
Net Pension Liability (Asset) — The City's net pension liability (asset) was measured as of September 30,
2017, and the total pension liability (asset) used to calculate net pension liability (asset) was
determined by an actuarial valuation as of September 30, 2018 for the Police Officers' and Firefighters
pension plan.
Total Pension Liability
Service cost
Interest
Police Officers' Firefighters'
$ 235,345 $ 156,989
573,285 255,218
Difference between actual & expected experience
(270,100)
(91,659)
Assumption changes
22,143
(13,449)
Benefit payments
(255,731)
(106,572)
Refunds
-
(20,437)
Net change in total pension liability
304,942
180,090
Total pension liability - beginning
8,199,981
3,630,983
Total pension liability - ending (a)
$ 8,504,923 $
3,811,073
Plan Fiduciary Net Position
Contributions - employer (from City)
Contributions - employer (from State)
Contributions - members
Net investment income
Police Officers' Firefighters'
169,789 $ 107,123
78,659 50,589
45,863 25,409
903,712 404,267
Benefit payments
(255,731)
(106,572)
Refunds
-
(20,437)
Administrative expense
(41,855)
(34,933)
Other
(3,284)
(6,375)
Net change in plan fiduciary net position
897,153
419,071
Plan fiduciary net position - beginning
8,040,106
3,542,832
Plan fiduciary net position - ending (b)
8,937,259
3,961,903
Net pension liability (asset) - Ending (a) - (b) $ (432,336) $ (150,830)
Plan fiduciary net position as a percentage
or Total Pension Liability (Asset) 105.08% 103.96%
For the year ending September 30, 2018, the City recognized a pension expense of $197,547 for the
Police Officers' Plan and $173,613 for the Firefighters' Plan. On September 30, 2018, the Sponsor
reported deferred outflows of resources and deferred inflow of resources related to pensions from
the following sources:
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 5: OTHER INFORMATION (Continued)
B. RETIREMENT COMMITMENTS — DEFINED BENEFIT PLANS (Continued)
Police Officers'
Deferred
Deferred
Outflow of
Inflow of
Resources
Resources
Difference between expected and actual experience $ 78,077 $ 313,964
Change in assumptions 60,286 -
Net difference between projected and actual earnings on
pension plan investments 255,300 361,209
Contributions subsequent to the measurement date 233,182 -
Total $ 626,845 $ 675,173
Firefighters'
Deferred Deferred
Outflow of Inflow of
Resources Resources
Difference between expected and actual experience $ 41,745 $ 91,920
Change in assumptions 31,353 11,607
Net difference between projected and actual earnings on
pension plan investments 109,379 157,458
Contributions subsequent to the measurement date 168,046 -
Total $ 350,523 $ 260,985
Deferred outflows of $401,228 resulting from City and State contributions subsequent to the
measurement date will be recognized as a reduction of the net pension liability in the fiscal year end
September 30, 2018 for both the Police and Firefighters pension plans. Amounts reported as deferred
outflows of resources and deferred inflows of resources related to pension will be recognized in
pension expense as follows:
Police Officers'
Year ended September 30:
2019
$ (47,779)
2020
(6,453)
2021
(122,607)
2022
(104,671)
Total
$ (281,510)
-45-
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 5: OTHER INFORMATION (Continued)
B. RETIREMENT COMMITMENTS— DEFINED BENEFIT PLANS (Continued)
Firefighters'
Year ended September 30:
2019
$ (5,978)
2020
16,680
2021
(38,010)
2022
(34,608)
2023
(3,367)
Thereafter
(13,225)
Total
$ (78,508)
Net Pension Liability of the City of Okeechobee — The components of the net pension liability of the
City at September 30, 2018, as follows, is presented in accordance with GASB Statement No. 67, while
the net pensions recognized by the City in the current financial statements represents the net pension
liability measured as of September 30, 2017 which is allowed by GASB Statement No. 68.
Police Fire
Total pension liability $ 8,859,560 $ 3,939,558
Plan fiduciary net position (9,617,497) (4,279,305)
City's net pension asset $ (757,937) $ (339,747)
Plan fiduciary net position as a
percentage of total pension liability
108.56% 108.62%
Expected Long -Term Rate of Return - The long-term expected rate of return on pension investments
was determined using a building-block method in which best estimate ranges of future real rates of
return (expected returns, net of pension plan investment expenses and inflation) are developed for
each major asset class. These ranges are combined to produce the long-term expected rate of return
by weighting the expected future real rates of return by the target asset allocation percentage and by
adding expected inflation (2.5%) to arrive at a 7.00% projected long-term real rate of return net of
investment expense. Best estimates of arithmetic real rates of return for each major asset class
included in the pension plan's target asset allocation as of September 30, 2018 are summarized as
follows:
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 5: OTHER INFORMATION (Continued)
B. RETIREMENT COMMITMENTS— DEFINED BENEFIT PLANS (Continued)
Police Officers'
Percent
Long -Term
Investments
Target
Rate of Return*
Domestic Equity
45.0%
7.5%
International Equity
15.0%
8.5%
Fixed Income
40.0%
2.5%
Cash Equivalents
0.0%
0.0%
Total
100.0%
*Net of long-term inflation assumption of 2.5%
Firefighters'
Percent
Long -Term
Investments
Target
Rate of Return*
Domestic Equity
50.0%
7.5%
International Equity
10.0%
8.5%
Fixed Income
40.0%
2.5%
Cash Equivalents
0.0%
0.0%
Total
100.0%
*Net of long-term inflation assumption
of 2.5%
Discount Rate - The projection of cash flows used to determine the discount rate assumed that plan
member contributions will be made at the current contribution rate and that sponsor contributions
will be made at rates equal to the difference between actuarially determined contribution rates and
the member rate. Based on those assumptions, the pension plan's fiduciary net position was projected
to be available to make all projected future benefit payments of current plan members. Therefore, the
long-term expected rate of return on pension plan investments was applied to all periods of projected
benefit payments to determine the total pension liability.
Sensitivity of the Net Pension Liability to Changes in Discount Rate - The following presents the pension
liability of the City, calculated using the discount rate of 7%, as well as what the City's net pension
liability would be if it were calculated using a discount rate that is 1% lower (6%) or 1% higher (8%)
than the current rate:
Police Officers'
1% Decrease Current Discount 1% Increase
6.00% 7.00 % 8.00 %
Sponsor's net pension liability (asset) $ 323,135 $ (757,937) $ (1,653,267)
Firefighters'
1% Decrease Current Discount 1% Increase
6.00% 7.00 % 8.00 %
Sponsor's net pension liability (asset) $ 164,936 $ (339,747) $ (758,833)
-47-
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 5: OTHER INFORMATION (Continued)
B. RETIREMENT COMMITMENTS— DEFINED BENEFIT PLANS (Continued)
The Employees' Retirement System (Fund) of the City of Okeechobee, Florida
Plan Description - Prior to October 1, 2016, both the Okeechobee Utility Authority (OUA) and the
general employees of the City of Okeechobee, Florida were covered by the City of Okeechobee and
Okeechobee Utility Authority Employee Retirement System. The plan was previously treated as a cost
sharing multiple -employer plan when combined with the Okeechobee Utility Authority. Effective
October 1, 2016, the City contributes to the Employees' Retirement System (Fund) of the City of
Okeechobee, Florida (the "System"), a single employer, defined benefit contributory pension trust
administered by the System's Board of Trustees. Substantially all of the City's regular employees
participate in this public employee retirement system. The System was established by City
Ordinance No. 655, as amended and restated by City Ordinance No. 686. The System provides
retirement, disability and death benefits to plan members and their beneficiaries. The Board of
Trustees is authorized by City Ordinance No. 686 to establish and amend all plan provisions. The
System issues a publicly available financial report that includes financial statements and required
supplementary information. That report is available from the City of Okeechobee, Florida, 55 S.E. Third
Avenue, Okeechobee, Florida 34974.
At September 30, 2018, the Plan included 16 retirees and/or beneficiaries currently receiving benefits
plus 3 terminated employees entitled to benefits but not yet receiving them, and 2 DROP participants.
There are 26 active current employees in the Plan, of which 14 are vested and 12 are non -vested.
Funding Policy - The contribution requirements of the plan members and the City are established and
may be amended by City ordinance. Plan members are required to contribute 6% of their covered
annual salary. The City is required to contribute at an actuarially determined rate; the current rate is
7.54% of covered payroll. The City's contributions for the year ended September 30, 2018, was
$75,792 and was equal to the required contribution for the year.
Net Pension Liability (Asset) - For the year ending September 30, 2018, the City reported an asset of
$(643,123) for the Pension Plan's net pension (asset). The net pension liability (asset) was measured
as of September 30, 2018, and the total pension liability (asset) used to calculate the net pension
liability (asset) was determined by an actuarial valuation as of October 1, 2016.
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 5: OTHER INFORMATION (Continued)
B. RETIREMENT COMMITMENTS— DEFINED BENEFIT PLANS (Continued)
General
Total Pension Liability
Service cost
$ 136,373
Interest
91,058
Benefit changes
-
Difference between actual & expected experience
-
Assumption changes
133,790
Benefit payments
(336,740)
Refunds
(17,378)
Other
2,641,019
Net change in total pension liability
2,648,122
Total pension liability - beginning
1,409,698
Total pension liability - ending (a)
4,057,820
Plan Fiduciary Net Position
Contributions - employer (from City)
94,009
Contributions - members
56,405
Net investment income
477,649
Benefit payments
(336,740)
Refunds
(17,378)
Administrative expense
(48,490)
Other
3,117,018
Net change in plan fiduciary net position
3,342,473
Plan fiduciary net position - beginning
1,358,470
Plan fiduciary net position - ending (b)
4,700,943
Net pension liability (asset) - Ending (a) - (b) $ (643,123)
Plan fiduciary net position as a percentage
or Total Pension Liability (Asset) 115.85%
The City and employees contributions for the year ended September 30, 2018, are as follows.
General
City Employees
$ 75,792
$ 60,312
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 5: OTHER INFORMATION (Continued)
B. RETIREMENT COMMITMENTS— DEFINED BENEFIT PLANS (Continued)
Money -Weighted Rate of Return - The annual money -weighted rate of return on plan investments
(calculated as the internal rate of return on plan investments, net of plan investment expense) was
7.55% for the year ended September 30, 2018. The money -weighted rate of return expresses
investment performance, net of plan investment expenses, as adjusted for the changing amounts
actually invested on a monthly basis.
For the year ending September 30, 2018 the City recognized a pension expense of $(448,210) for the
General Employees' Retirement Plan. On September 30, 2018, the Sponsor reported deferred
outflows of resources and deferred inflow of resources related to pensions from the following
sources:
General
Deferred
Deferred
Outflow of
Inflow of
Resources
Resources
Difference between expected and actual experience
$ 20,711 $
375,015
Change in assumptions
222,722
-
Net difference between projected and actual earnings on
pension plan investments
329,334
351,673
Contributions subsequent to the measurement date
75,792
-
Total
$ 648,559 $
726,688
Deferred outflows of $75,792 resulting from City contributions subsequent to the measurement date
will be recognized as a reduction of the net pension liability in the fiscal year ended September 30,
2018. Amounts reported as deferred outflows of resources and deferred inflows of resources related
to pension will be recognized in pension expense as follows:
General
Year ended September 30:
2019
$ 3,637
2020
68,586
2021
(96,081)
2022
(75,771)
2023
(54,292)
Total
$ (153,921)
Net Pension Liability of the City of Okeechobee — The components of the net pension liability of the
City at September 30, 2018, as follows, is presented in accordance with GASB Statement No. 67, while
the net pensions recognized by the City in the current financial statements represents the net pension
liability measured as of September 30, 2017 which is allowed by GASB Statement No. 68.
-50-
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 5: OTHER INFORMATION (Continued)
B. RETIREMENT COMMITMENTS — DEFINED BENEFIT PLANS (Continued)
General
Total pension liability $ 4,337,157
Plan fiduciary net position (5,003,981)
City's net pension asset $ (666,824)
Plan fiduciary net position as a
percentage of total pension liability 11S.37%
Plan Investment Policies and Allocation of Plan Investments - Florida statutes and the plan
investment policy authorize the Trustees to invest funds in various investments. The general
investment objective of the fund is to preserve the purchasing power of the fund's assets and earn
reasonable rate of return (after inflation) over the long term while minimizing, to the extent
reasonable, the short-term volatility of returns.
General
Percent Percent
Investments Actual Target
Domestic Equity 54.3% 50.0%
International Equity 10.0% 10.0%
Fixed Income 35.3% 40.0%
Cash Equivalents 0.4% 0.0%
Total 100.0% 100.0%
Expected Long -Term Rate of Return - The long term expected rate of return on pension plan
investments was determined using a building-block method in which best estimate ranges of
expected future real rates of return (expected returns, net of pension plan investment expenses
and inflation) are developed for each major asset class. These ranges are combined to produce the
long term expected rate of return by weighting the expected future real rates of return by the
target asset allocation percentage and by adding expected inflation. Best estimates of arithmetic
real rates of return for each major asset class included in the pension plan's target asset allocation
and actual allocation as of September 30, 2018 are summarized in the following table:
General
Percent Long -Term
Investments Actual Rate of Return*
Domestic Equity
54.3%
7.5%
International Equity
10.0%
8.5%
Fixed Income
35.3%
2.5%
Cash Equivalents
0.4%
0.0%
Total
100.0%
5.6%
*Net of long-term inflation assumption of 2.5%
-51-
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 5: OTHER INFORMATION (Continued)
B. RETIREMENT COMMITMENTS — DEFINED BENEFIT PLANS (Continued)
Discount Rate - The discount rate used to measure the total pension liability was 7.00%. The
Pension Plan's fiduciary net position was projected to be available to make all projected future
benefit payments of the current plan members. Therefore, the long-term expected rate of return
on pension plan investments was applied to all periods of projected benefit payments to determine
the total pension liability.
Sensitivity of the City"s Proportionate Share of the Net Pension Liability to Changes in Discount Rate
— The following represents the City's proportionate share of the net pension liability calculated
using the discount rate of 7% as well as what the City's proportionate share of the net pension
liability would be if it was calculated using a discount rate that is one percentage point lower (6%)
or one percentage point higher (8%) than the current rate:
General
1% Decrease Current Discount 1% Increase
6.00% 7.00% 8.00%
Sponsor's net pension liability (asset) $ (177,590) $ (666,824) $ (1,078,705)
Actuarial Assumptions — The total pension liability was determined by an actuarial valuation as of
October 1, 2016 using the following actuarial assumptions applied to all measurement periods.
Fire Police General
Actuarial Cost Method Aggregate
Inflation 2.50%
Salary Increases 7.00%
Investment Rate of Return
Retirement Age
7.00%
100% when first
eligible for Normal
Retirement or DROP
Aggregate
2.50%
6.00 %
7.00%
100% when first
eligible for Normal
Retirement or DROP
entry entry
Cost of Living .05% every odd year .05% every odd year
Aggregate
2.50%
6.00 %
7.00%
100% when first
eligible for Normal
Retirement or DROP
entry
None
-52-
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 5: OTHER INFORMATION (Continued)
B. RETIREMENT COMMITMENTS — DEFINED BENEFIT PLANS (Continued)
Fire Police General
For healthy
For healthy
For healthy
participants during
participants during
participants during
employment, RP-2000
employment, RP-2000
employement, RP 2000
Combined Healthy
Combined Healthy
Combined Healthy
Participant Mortality
Participant Mortality
Participant Mortality
Tables, with 90% Blue
Tables, with 90% Blue
Table, with 50% White
Collar Adjustment/10%
Collar Adjustment/10%
Collar/50% Blue Collar
White Collar
White Collar
Adjustment for male
Adjustment for males
Adjustment for males
and 100% White Collar
and 100% White Collar
and 100% White Collar
for female. Fully
Adjustment for
Adjustment for
generational mortality
females. Fully
females. Fully
improvements
generational mortality
generational mortality
projected to each
improvements
improvements
future decrement date
Mortality projected to each
projected to each
with Scale BB. For
future decrement date
future decrement date
disabled male
with Scale BB. For
with Scale BB. For
participants, RP-2000
disabled male
disabled male
Disabled Male
participants, RP-2000
participants, RP-2000
Mortality Table setback
Disabled Male
Disabled Male
four years, without
Mortality Table setback
Mortality Table setback
projected mortality
four years, without
four years, without
improvements. For
projected mortality
projected mortality
disabled female
improvements. For
improvements. For
participants, RP-2000
disabled female
disabled female
Disabled Female
participants, RP-2000
participants, RP-2000
Mortality Table,
Disabled Female
Disabled Female
setforward two years,
Mortality Table,
Mortality Table,
without projected
setforward two years,
setforward two years,
mortality
without projected
without projected
improvements.
mortality
mortality
improvements.
improvements.
-53-
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 5: OTHER INFORMATION (Continued)
B. RETIREMENT COMMITMENTS— DEFINED BENEFIT PLANS (Continued)
Pension trust funds fiduciary net position activity as of September 30, 2018 was as follows:
Police General
Firefighters' Officers' Employees' Total Pension
Pension Pension Pension Trust Funds
ASSETS
Cash equivalents
$ 38,970
$ 100,637 $
17,922 $
157,529
Investments:
Mutual funds
4,154,077
9,399,859
4,966,549
18,520,485
Receivables
97,135
124,340
24,909
246,384
Prepaid expenses
2,763
2,527
2,099
7,389
Total assets
4,292,945
9,627,363
5,011,479
18,931,787
LIABILITIES
Accounts payable 13,640 9,134 7,500 30,274
Contributions paid in advance - 732 - 732
Total liabilities 13,640 9,866 7,500 31,006
NET POSITION
Restricted for pension benefits $ 4,279,305 $ 9,617,497 $ S,003,979 $ 18,900,781
-54-
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 5: OTHER INFORMATION (Continued)
B. RETIREMENT COMMITMENTS- DEFINED BENEFIT PLANS (Continued)
Pension trust funds increase in fiduciary net position activity as of September 30, 2018 was as
follows:
Police General
Firefighters' Officers' Employees' Total Pension
Pension Pension Pension Trust Funds
ADDITIONS
Contributions
State
$ 52,793 $
81,690 $ - $
134,483
City
115,253
151,492 75,792
342,537
Employees
23,446
46,212 60,312
129,970
Total contributions
191,492
279,394 136,104
606,990
Investment earnings:
Net appreciation in the fair value
of investments
199,729
453,704
265,827
919,260
Interest and dividends
130,189
295,062
147,715
572,966
Total investment earnings
329,918
748,766
413,542
1,492,226
Less investment expenses
(21,000)
(21,067)
(19,500)
(61,567)
Net investment earnings
308,918
727,699
394,042
1,430,659
Total additions
500,410
1,007,093
530,146
2,037,649
DEDUCTIONS
Benefits paid to participants
107,105
281,028
164,189
552,322
Refunds on termination
16,027
-
16,592
32,619
Administrative expenses
59,878
45,827
46,327
152,032
Total deductions
183,010
326,855
227,108
736,973
Change in net position
317,400
680,238
303,038
1,300,676
Net position, beginning of year
3,961,905
8,937,259
4,700,941
17,600,105
Net position, end of year
$ 4,279,305
$ 9,617,497 $
5,003,979 $
18,900,781
-55-
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 5: OTHER INFORMATION (Continued)
C. POSTEMPLOYMENT BENEFITS OTHER THAN PENSION
Plan description. The City of Okeechobee, Florida administers a single -employer defined benefit
healthcare plan (the "Plan") that provides medical insurance to its employees and their eligible
dependents. Pursuant to Section 112.0801 Florida Statutes, the City is required to provide eligible
retirees (as defined in the City's pension plans) the opportunity to participate in this Plan at the same
cost that is applicable to active employees. Benefit provisions for the Plan were established by City
Council on January 7, 1991 and may only be amended by City Council. The City has not established a
trust or agency fund for the Plan. The City does not issue stand-alone financial statements for this
Plan. All financial information related to the Plan is accounted for in the City's basic financial
statements.
Employees and their dependents may elect to remain in the Plan upon retirement up to age 65. After
age 65 the City's insurance coverage becomes secondary to the retiree's Medicare insurance. The Plan
has 1 retiree receiving benefits and has a total of 62 active participants and dependents.
Funding policy. The City is funding the plan on a pay-as-you-go basis. Employees and their dependents
are required to pay 100% of the insurance premiums charged by the carrier. There is an implied
subsidy in the insurance premiums for these employees because the premium charged for retirees is
the same as the premium charged for active employees, who are younger than retirees on average.
Contributions of plan members for the year ended September 30, 2018 totaled $2,126.
Plan membership. Plan membership as of September 30, 2017 (the measurement date) was:
Number of covered
individuals
Inactive members currently receiving benefits 1
Inactive members entitled to but not yet receiving benefits -
Active members 62
Total 63
The OPEB liability was determined based on the following assumptions and information:
Employer's reporting date: September 30, 2018
Measurement date: September 20, 2017
Valuation date: September 20, 2017
-56-
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 5: OTHER INFORMATION (Continued)
C. POSTEMPLOYMENT BENEFITS OTHER THAN PENSION (Continued)
Actuarial assumptions and other inputs. In the September 30, 2017 measurement date, the actuarial
assumptions and other inputs, applied include the following:
Inflation
Salary increases
Discount rate
Healthcare cost trend rates
Mortality
Changes
Change in Total OPEB Liability
2.50 percent
6.00 percent
3.50 percent
9.00 percent for FY beginning 2018, 6.50 percent
for FY beginning 2019 and then gradually
decreasing to an ultimate trend of 4.25 percent
RP-2000 Generational Combined Healthy
Participant, projected from the year 2000 using
Projection Scale AA
Include the change in the discount rate from
3.10% as of the beginning of the measurement
period to 3.50% as of September 30, 2017.
Increase (Decrease)
Total OPEB
Liability
la)
Balance as of September 30, 2017 $
155,698
Changes for the year:
Service cost
13,441
Interest
4,977
Difference between expected and
actual experience
-
Changes in assumptions and other inputs
(3,808)
Benefit payments
(17,198)
Net changes
(2,588)
Balance as of September 30, 2018 $
153,110
-57-
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 5: OTHER INFORMATION (Continued)
C. POSTEMPLOYMENT BENEFITS OTHER THAN PENSION (Continued)
Sensitivity of the Total OPEB Liability — The following table represents the City's total and total OPEB
liability calculated using the discount rate of 3.50%, as well as what the City's net OPEB liability would
be if it were calculated using a discount rate that is one percentage point lower (2.50%) or one
percentage point higher (4.S0%) than the current rate:
Total OPEB Liability
Current
1% Decrease Discount Rate 1% Increase
(2.50%) (3.50%) (4.50%)
$ 161,709 $ 153,110 $ 141,815
The following table represents the City's total and total OPEB liability calculated using the ultimate
health care cost trend rate of 4.25%, as well as what the City's total OPEB liability would be if it were
calculated using a health care cost trend that is one percentage point lower (3.25%) or one percentage
point higher (5.25%) than the current rate:
Total OPEB Liability
1% Decrease Ultimate Trend 1% Increase
(3.25%) (4.25%) (5.25%)
$ 130,985 $ 153,110 $ 180,068
D. CONCENTRATION — COLLECTIVE BARGAINING UNIT
Members of the City's fire department are covered by a collective bargaining agreement. The
agreement with the employees covered by the International Association of Firefighters (IAFF)
extended through September 30, 2009 and has not been renewed as of the date of our report.
��
City of Okeechobee, Florida
Notes to Financial Statements
NOTE 6: FUTURE ACCOUNTING PRONOUNCEMENTS
The Governmental Accounting Standards Board has issued statements that will become effective in
future years. The statements address:
• Asset retirement obligations;
• Fiduciary activities;
• Leases;
• Disclosure related to debt; and
• Accounting for interest cost incurred before the end of a construction period.
The City is currently evaluating the effects that these statements will have on its future financial
statements.
NOTE 7: SUBSEQUENT EVENTS
During October 2018, the City awarded the annual police vehicle purchase bid to an unrelated vendor
for 11 police vehicles in the amount of approximately $240,229.
-59-
REQUIRED SUPPLEMENTARY INFORMATION OTHER THAN
MANAGEMENT'S DISCUSSION AND ANALYSIS
THIS PAGE IS INTENTIONALLY LEFT BLANK.
-61-
City of Okeechobee, Florida
Schedule of Revenues, Expenditures and Changes in Fund Balances -
Budget and Actual - General Fund
Actual Variance with
Original Final (on Budgetary Final Budget
Year ended September 30, 2018 Budget Budget Basis) Positive (Negative)
Revenues
Taxes
$ 2,754,803 $
2,927,870 $
2,934,037 $
6,167
Intergovernmental
2,384,422
2,414,070
2,502,604
88,534
Charges for services
399,446
406,400
413,903
7,503
Permits and fees
597,900
643,400
645,909
2,509
Fines and forfeitures
14,950
25,320
26,330
1,010
Investment earnings
3,800
152,450
154,650
2,200
Miscellaneous
14,350
168,400
99,508
(68,892)
Total revenues
6,169,671
6,737,910
6,776,941
39,031
Expenditures
Current:
General government:
Legislative
192,796
146,111
117,946
28,165
Executive
204,524
195,225
193,335
1,890
City clerk
208,758
191,850
187,133
4,717
Financial services
287,630
252,230
249,736
2,494
Legal council
115,760
61,220
58,716
2,504
General services
431,020
423,177
353,939
69,238
Total general government
1,440,488
1,269,813
1,160,805
109,008
Public safety:
Fire
1,668,634
1,596,810
1,568,335
28,475
Police
2,370,620
2,202,440
2,162,170
40,270
Total public safety
4,039,254
3,799,250
3,730,505
68,745
Transportation
1,422,212
1,102,590
1,087,423
15,167
Physical environment
600,000
255,043
238,570
16,473
Capital outlay
785,085
658,790
644,837
13,953
Total expenditures
8,287,039
7,085,486
6,862,140
223,346
Deficiency of revenues under
expenditures
(2,117,368)
(347,576)
(85,199)
262,377
Other financing sources (uses)
Operating transfers out - - (10,000) (10,000)
Sale of capital assets 225,000 225,000 225,500 500
Net other financine sources (uses) 225,000 225,000 215,500 (9,500)
txcess taeticiency) of revenues ana other
financing sources over (under)
expenditures and other financing
sources (uses) (1,892,368) (122,576)
130,301 252,877
Fund balances, beginning of year 10,851,712 10,851,712
10,851,712 -
Fund balances, end of year $ 8,959,344 $ 10,729,136
10,982,013 $ 252,877
Reconciliation of budgetary
to GAAP basis
Current year encumbrances
125,382
Prior year encumbrances
(154,337)
Fund balance on GAAP basis
$ 10,953,058
The accompanying notes to required supplementary information are an integral part of this schedule.
-62-
City of Okeechobee, Florida
Required Pension Supplementary Information -
Schedule of Changes in Net Pension Liability and Related Ratios -
Years Information is Available
Police Officers'
2018 2017* 2016 2015 2014
Total Pension Liability
Service cost
$ 258,622
$ 235,345 $
264,445
$ 247,353
$ 251,499
Interest
580,995
573,285
543,946
506,147
479,146
Difference between actual & expected experience
(276,621)
(270,100)
126,875
(219,850)
(784)
Assumption changes
-
22,143
-
94,065
-
Benefit payments
(281,028)
(255,731)
(468,694)
(203,855)
(201,397)
Refunds
72,669
-
(25,003)
(321)
(26,953)
Net change in total pension liability
354,637
304,942
441,569
423,539
501,511
Total pension liability - beginning
8,504,923
8,199,981
7,758,412
7,334,873
6,833,362
Total pension liability - ending (a)
81859,560
8,504,923
8,199,981
7,758,412
7,334,873
Plan Fiduciary Net Position
Contributions - employer (from City)
151,492
169,789
147,312
192,581
200,210
Contributions - employer (from State)
81,690
78,659
73,960
70,807
67,639
Contributions - members
46,212
45,863
45,554
47,740
43,135
Net investment income
727,699
903,712
607,763
(95,964)
694,790
Benefit payments
(281,028)
(255,731)
(468,694)
(203,855)
(201,397)
Refunds
-
-
(25,003)
(321)
(26,953)
Administrative expense
(45,827)
(41,855)
(32,120)
(30,198)
(18,097)
Other
-
(3,284)
(6)
3,886
-
Net change in plan fiduciary net position
680,238
897,153
348,766
(15,324)
759,327
Plan fiduciary net position - beginning
8,937,259
8,040,106
7,691,340
7,706,664
6,947,337
Plan fiduciary net position - ending (b)
9,617,497
8,937,259
8,040,106
7,691,340
7,706,664
Net pension liability (asset) - Ending (a) - (b) $ (757,937) $ (432,336) $ 159,875 $ 67,072 $ (371,791)
Plan fiduciary net position as a percentage
or Total Pension Liability 108.56% 105.08% 98.05% 99.14% 105.07%
Covered payroll** $ 924,250 $ 917,260 $ 970,646 $ 911,189 $ 862,700
Net pension liability as a percentage
of covered payroll-82.01%-47.13% 16.47% 7.36%-43.10%
Note: This schedule is presented to illustrate the requirement to show information for 10 years. However, until a full 10-year trend is complied, the City presents
information for those years for which information is available.
* -The net pension liability recognized by the City in the current year financial statements represents the net position liability as of September 30, 2017, which is
allowed by GASB 68.
** Covered payroll was calculated by dividing the total member contributions for the fiscal year, net of any known buyback contributions, by the member
contribution rate of 5%.
Assumption changes:
- Effective 10/1/2016, the mortality rates were changed from the RP-2000 Combined Healthy Participant Mortality Tables, using projection scale AA to the
mortality rates used by the Florida Retirement System (FRS) for Special Risk Class members. This change was made in compliance with Florida House Bill 1309,
which requires all public pension plans in Florida to use the same mortality rates used in either of the last two actuarial valuation reports of FRS effective no later
than 10/1/2016.
- Use of Insurance Tax Premium Revenue (IPTR) received by the State is subject to the default rules of Senate Bill 172 (codified in Chapter 2015-39) beginning with
the IPTR received for the 2015 calendar year.
The accompanying notes to required supplementary information are an integral part of this schedule.
-63-
City of Okeechobee, Florida
Required Pension Supplementary Information -
Schedule of Changes in Net Pension Liability and Related Ratios -
Years Information is Available
Firefighters'
2018 2017* 2016 2015 2014
Total Pension Liability
Service cost
$ 136,825
$ 156,989 $
156,107
$ 144,773
$ 130,539
Interest
257,407
255,218
235,684
213,154
196,106
Difference between actual & expected experience
(162,443)
(91,659)
56,393
(19,771)
(741)
Assumption changes
-
(13,449)
-
49,797
-
Benefit payments
(107,105)
(106,572)
(102,590)
(96,939)
(142,060)
Refund
(16,027)
(20,437)
-
-
-
Other
19,828
-
3,256
-
-
Net change in total pension liability
128,485
180,090
348,850
291,014
183,844
Total pension liability - beginning
3,811,073
3,630,983
3,282,133
2,991,119
2,807,275
Total pension liability - ending (a)
3,939,558
3,811,073
3,630,983
3,282,133
2,991,119
Plan Fiduciary Net Position
Contributions - employer (from City)
115,253
107,123
97,709
92,863
82,058
Contributions - employer (from State)
52,793
50,589
49,889
52,662
53,235
Contributions - members
23,446
25,409
27,433
26,324
23,854
Net investment income
308,920
404,267
246,381
(44,021)
318,708
Benefit payments
(107,105)
(106,572)
(102,590)
(96,939)
(142,060)
Refunds
(16,027)
(20,437)
-
-
-
Administrative expense
(59,878)
(34,933)
(31,639)
(27,132)
(16,233)
Other
-
(6,375)
(1,766)
-
-
Net change in plan fiduciary net position
317,402
419,071
285,417
3,757
319,562
Plan fiduciary net position - beginning
3,961,903
3,542,832
3,257,415
3,253,658
2,934,096
Plan fiduciary net position - ending (b)
4,279,305
3,961,903
3,542,832
3,257,415
3,253,658
Net pension liability (asset) - Ending (a) - (b) $ (339,747) $ (150,830) $ 88,151 $ 24,718 $ (262,539)
Plan fiduciary net position as a percentage
or Total Pension Liability 108.62% 103.96% 97.57% 99.25% 108.78%
Covered payroll** $ 468,920 $ 508,180 $ 563,285 $ 523,119 $ 477,080
Net pension liability as a percentage
of covered payroll-72.45%-29.68% 15.65% 4.73%-55.03%
Note: This schedule is presented to illustrate the requirement to show information for 10 years. However, until a full 10-year trend is complied, the City presents
information for those years for which information is available.
* -The net pension liability recognized by the City in the current year financial statements represents the net position liability as of September 30, 2017, which is
allowed by GASB 68.
** Covered payroll was calculated by dividing the total member contributions for the fiscal year, net of any known buyback contributions, by the member
contribution rate of 5%.
Assumption changes:
- Effective 10/1/2016, the mortality rates were changed from the RP-2000 Combined Healthy Participant Mortality Tables, using projection scale AA to the
mortality rates used by the Florida Retirement System (FRS) for Special Risk Class members. This change was made in compliance with Florida House Bill 1309,
which requires all public pension plans in Florida to use the same mortality rates used in either of the last two actuarial valuation reports of FRS effective no later
than 10/1/2016.
- Use of Insurance Tax Premium Revenue (IPTR) received by the State is subject to the default rules of Senate Bill 172 (codified in Chapter 2015-39) beginning with
the IPTR received for the 2015 calendar year.
The accompanying notes to required supplementary information are an integral part of this schedule.
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City of Okeechobee, Florida
Required Pension Supplementary Information —
Schedule of Changes in Net Pension Liability and Related Ratios —
Years Information is Available
General Employees'
2018 2017* 2016
Total Pension Liability
Service cost $ 154,529 $ 136,373 $ 421,387
Interest 284,633 91,058 763,785
Difference between actual & expected experience 20,956 - (524,849)
Assumption changes
-
133,790
-
Benefit payments
(164,189)
(336,740)
(331,215)
Refunds
(16,592)
(17,378)
(18,267)
Other ***
-
2,641,019
-
Net change in total pension liability
279,337
2,648,122
310,841
Total pension liability - beginning
4,057,820
1,409,698
11,400,112
Transfer of pension liability for Okeechobee
Utility Authority *****
-
-
(10,301,255)
Total pension liability - ending (a)
4,337,157
4,057,820
1,409,698
Plan Fiduciary Net Position
Contributions - employer
75,793
94,009
446,184
Contributions - members
60,312
56,405
183,145
Net investment income
394,042
477,649
825,935
Benefit payments
(164,189)
(336,740)
(331,215)
Refunds
(16,592)
(17,378)
(18,267)
Administrative expense
(46,328)
(48,490)
(57,186)
Other****
-
3,117,018
(2,208)
Net change in plan fiduciary net position
303,038 3,342,473 1,046,388
Plan fiduciary net position - beginning
4,700,943 1,358,470 10,238,992
Transfer plan fiduciary net position to Okeechobee
Utility Authority*****
- - (9,926,910)
Plan fiduciary net position - ending (b)
5,003,981 4,700,943 1,358,470
Net pension liability (asset) - Ending (a) - (b) $ (666,824) $ (643,123) $ 51,228
Plan fiduciary net position as a percentage
or Total Pension Liability
Covered payroll**
Net pension liability as a percentage
of covered payroll
115.37% 115.85%
$ 1,005,204 $ 940,083 $
-66.34 % -68.41
96.37%
911,233
5.62%
The accompanying notes to required supplementary information are an integral part of this schedule.
-65-
City of Okeechobee, Florida
Required Pension Supplementary Information —
Schedule of Changes in Net Pension Liability and Related Ratios —
Years Information is Available
Note: This schedule is presented to illustrate the requirement to show information for 10 years. However, until a full 10-year trend is complied, the City presents
information for those years for which information is available.
* -The net pension liability recognized by the City in the current year financial statements represents the net position liability as of September 30, 2017, which is
allowed by GASB 68.
** Covered Payroll was calculated by dividing the total member contributions for the fiscal year by the member contribution rate of 6%.
*** The Total Pension Liability, the Plan Fiduciary Net Position, and the Net Pension Liability as of September 30, 2015 were allocated based on the portion of the
Employer's Total Required Contribution (from October 1, 2015 Actuarial Valuation dated April 25, 2016). The October 1, 2015 Valuation determined the required
employer contribution for the plan year end September 30, 2017.
**** Due to the change in nature of the Plan, from a cost sharing to a single employer plan (effective October 1, 2016). Also reflects $59, 910 post -valuation
adjustment to match audited financial statements.
***** Due to the change in nature of the Plan, from a cost sharing to a single employer plan (effective October 1, 2016).
Assumption changes:
- Effective 10/1/2016, the mortality rates were changed from the RP-2000 Combined Healthy Participant Mortality Tables, using projection scale AA to the
mortality rates used by the Florida Retirement System (FRS) for Special Risk Class members. This change was made in compliance with Florida House Bill 1309,
which requires all public pension plans in Florida to use the same mortality rates used in either of the last two actuarial valuation reports of FRS effective no later
than 10/1/2016.
- Effective 10/1/2016, OUA employees are covered under a separately established Plan, the Okeechobee Utility Authority Employees' Retirement System, and are
no longer covered under the City of Okeechobee General Employees' Retirement System.
The accompanying notes to required supplementary information are an integral part of this schedule.
-66-
City of Okeechobee, Florida
Required Pension Supplementary Information - Schedule of Contributions -
Years Information is Available
Police Officers'
9/30/2018 9/30/2017 9/30/2016 9/30/2015 9/30/2014
Actuarially determined contributions $ 212,571 $251,591 $219,093 $263,240 $267,849
Contributions in relation to the actuarially
determined contributions 233,182 248,448 221,272 263,388 267,849
Contribution deficiency (excess) $ (20,611) $ 3,143 $ (2,179) $ (148) $ -
Covered payroll* $ 924,250 $917,260 $970,646 $911,189 $862,700
Contributions as a percentage of covered
payroll 25.23% 27.09% 22.80% 28.91% 31.05%
Firefighters'
9/30/2018
9/30/2017
9/30/2016 9/30/2015
9/30/2014
Actuarially determined contributions
$ 167,871
$170,269
$143,632 $138,914
$122,212
Contributions in relation to the actuarially
determined contributions
168,046
157,712
147,598 145,525
135,293
Contribution deficiency (excess)
$ (175)
$ 12,557
$ (3,966) $ (6,611)
$ (13,081)
Covered payroll* $ 468,920 $508,180 $563,285 $523,119 $477,080
Contributions as a percentage of covered
payroll 35.84% 31.03% 26.20% 27.82% 28.36%
General Employees'
9/30/2018 9/30/2017 9/30/2016
Actuarially determined contributions $ 75,793 $ 42,774 $ 49,115
Contributions in relation to the actuarially
determined contributions 75,793 94,009 110,448
Contribution deficiency (excess) - $ (51,235) $ (61,333)
Covered payroll
Contributions as a percentage of covered
payroll
$1,005,204 $940,083 $911,233
7.54% 10.00% 12.12 %
Note: This schedule is presented to illustrate the requirement to show information for 10 years. However,
until a full 10-year trend is compiled, the City presents information for those years for which information
is available.
* Based on payroll provided for actuarial valuations; Covered payroll was calculated by dividing the total
member contributions for the fiscal year, net of any known buyback contributions, by the member
contribution rate of 5%.
The accompanying notes to required supplementary information are an integral part of this schedule.
-67-
City of Okeechobee, Florida
Required Pension Supplementary Information — Schedule of Investment
Returns — Years Information is Available
Police Officers'
9/30/2018 9/30/2017 9/30/2016 9/30/2015 9/30/2014
Annual money -weighted rate of return
net of investment expense 8.73% 10.68% 7.59% -1.65% 9.96%
Fire Fighters'
9/30/2018 9/30/2017 9/30/2016 9/30/2015 9/30/2014
Annual money -weighted rate of return
net of investment expense 6.11% 10.76% 6.83% -2.19% 10.43%
General Employees'
9/30/2018 9/30/2017 9/30/2016
Annual money -weighted rate of return
net of investment expense 7.55% 9.78% 7.78%
Note: This schedule is presented to illustrate the requirement to show information for 10 years. However,
until a full 10-year trend is complied, the City presents information for those years for which information is
available.
The accompanying notes to required supplementary information are an integral part of this schedule.
-68-
City of Okeechobee, Florida
Schedule of Changes in Total OPEB Liability and Related Ratios
Year Ending September 30,
2018
Total OPEB liability
Service cost
$ 13,441
Interest
4,977
Changes of assumptions or other inputs
(3,808)
Benefit payments
(17,198)
Net change in total OPEB liability
(2,588)
Total OPEB liability - beginning
1S5,698
Total OPEB liability - ending
$ 153,110
Covered employee payroll $2,809,503
Total OPEB liability as a percentage of
covered employee payroll 5.45%
* GASB 75 requires an employer to disclose a 10-year history. However, until a
full 10-year trend is compiled, information will be presented only for those
years which information is available.
* The following discount rate was used in each period:
9/30/2017 - 3.50%
9/30/2018 - 3.50%
11111IM1111111
City of Okeechobee, Florida
Notes to Required Supplementary Information
A. BUDGETARY INFORMATION
Annual budgets are adopted on a basis consistent with U.S. generally accepted accounting
principles for all governmental funds. All annual appropriations lapse at fiscal year-end.
The City Administrator may make transfers of appropriations within a department as long as the
total budget of the department is not increased. Transfers of appropriations between departments
require the approval of the council. The legal level of budgetary control (i.e., the level at which
expenditures may not legally exceed appropriations) is the department level. The council made
certain supplemental budgetary appropriations during the year.
Encumbrances accounting is employed in governmental funds. Encumbrances (e.g., purchase orders,
contracts) outstanding at year-end are reported as restricted or assigned fund balances and do not
constitute expenditures or liabilities because the commitments will be re -appropriated and honored
during the subsequent year.
-70-
City of Okeechobee, Florida
Notes to Required Supplementary Information
B. ADDITIONAL ACTUARIAL INFORMATION
Valuation Date: 10/01/2016
Notes: Actuarially determined contribution rates are calculated as of October 1, which is two years
prior to the end of the fiscal year in which contributions are reported.
Methods and Assumptions Used to Determine Contributions Rates:
Actuarial Cost
Method:
Amortization
Method:
Remaining
Amortization
Period:
Asset Valuation
Method:
Salary Increases
Investment Rate
of Return:
Retirement Age:
Mortality
Police Officers' Pension
Plan
Aggregate
N/A
N/A
4-year smoothed
market
6.00%
7.00%
100% when first eligible
for Normal Retirement
or DROP entry
For healthy participants
during employment, RP-
2000 Combined Healthy
Participant Mortality
Tables, with 90% Blue
Collar Adjustment/10%
White Collar
Adjustment for males
and 100% White Collar
Adjustment for females.
Fully generational
mortality improvements
projected to each future
decrement date with
Scale BB.
Firefighters' Pension
Plan
Aggregate
N/A
N/A
4-year smoothed
market
7.00%, including
inflation
7.00%
100% when first eligible
for Normal Retirement
or DROP entry.
For healthy participants
during employment, RP-
2000 Combined Healthy
Participant Mortality
Tables, with 90% Blue
Collar Adjustment/10%
White Collar
Adjustment for males
and 100% White Collar
Adjustment for females.
Fully generational
mortality improvements
projected to each future
decrement date with
Scale BB.
General Pension Plan
Aggregate
N/A
N/A
4-year smoothed
market
6.00%
7.00%
100% when first eligible
for Normal Retirement
or DROP entry
For healthy participants
during employement,
RP 2000 Combined
Healthy Participant
Mortality Table, with
50% White Collar/50%
Blue Collar Adjustment
for male and 100%
White Collar for female.
Fully generational
mortality improvements
projected to each future
decrement date with
Scale BB.
-71-
Mortality
(Continued)
City of Okeechobee, Florida
Notes to Required Supplementary Information
Police Officers' Pension Firefighters' Pension
Plan Plan
For disabled male
participants, RP-2000
Disabled Male Mortality
Table setback four
years, without
projected mortality
improvements. For
disabled female
participants, RP-2000
Disabled Female
Mortality Table,
setforward two years,
without projected
mortality
improvements.
For disabled male
participants, RP-2000
Disabled Male Mortality
Table setback four
years, without
projected mortality
improvements. For
disabled female
participants, RP-2000
Disabled Female
Mortality Table,
setforward two years,
without projected
mortality
improvements.
General Pension Plan
For disabled male
participants, RP-2000
Disabled Male Mortality
Table setback four
years, without
projected mortality
improvements. For
disabled female
participants, RP-2000
Disabled Female
Mortality Table,
setforward two years,
without projected
mortality
improvements.
-72-
THIS PAGE IS INTENTIONALLY LEFT BLANK.
-73-
Carr, Riggs & Ingram, LLC
A CRIING CAR R ee Drive
Mel
RIGG$ & Melbourne, Florida32940
RANf
CPAs and Advisors (321) 255-0088
(321) 259-8648 (fax)
www.cricpa.com
INDEPENDENT AUDITORS' REPORT ON INTERNAL CONTROL OVER FINANCIAL
REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL
STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENTAUDITING STANDARDS
The Honorable Mayor and Members of the City Council
of the City of Okeechobee, Florida
We have audited, 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, the financial statements of the governmental
activities, each major fund and the aggregate remaining fund information of the City of
Okeechobee, Florida, as of and for the year ended September 30, 2018, and the related notes to
the financial statements, which collectively comprise the City of Okeechobee, Florida's basic
financial statements, and have issued our report thereon dated June 11, 2019. Other auditors audited
the financial statements of the City of Okeechobee, Florida Municipal Police Officers' Pension Trust
Fund and City of Okeechobee, Florida Municipal Firefighters' Pension Trust Fund and the City of
Okeechobee Employees' Retirement System, as described in our report on the City of Okeechobee,
Florida's financial statements. This report does not include the results of the other auditors' testing
of internal control over financial reporting or compliance and other matters that are reported on
separately by those auditors.
Internal Control over Financial Reporting
In planning and performing our audit of the financial statements, we considered the City of
Okeechobee, 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 opinions on the
financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City
of Okeechobee, Florida's internal control. Accordingly, we do not express an opinion on the
effectiveness of the City of Okeechobee, Florida's internal control.
A deficiency in internal control exists when the design or operation of a control does not allow
management 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 combination 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 and therefore, material weaknesses or significant
deficiencies may exist that have not been identified. Given these limitations, during our audit we
did not identify any deficiencies in internal control that we consider to be material weaknesses.
-74-
We did identify a certain deficiency in internal control described below as IC 2018-01 that we consider
to be a significant deficiency.
IC 2018-01 CAPITAL ASSET DISPOSAL APPROVALS
Criteria: Capital assets disposed of by the City should have documented approval of disposal prior to the
asset being sold or scrapped.
Condition: The City's does not currently maintain documentation of approval for capital assets disposed
of.
Cause: Disposal form exists for City but not used.
Effect: There is the potential that either capital assets no longer exist and capital assets are overstated
or capital assets are sold without proper approval.
Recommendation: We recommend the City maintain supporting documentation for all capital asset
disposal
Management Response: The Capital Asset Disposal form has been implemented and is being used for
the approving of capital assets being sold or destroyed.
Compliance and Other Matters
As part of obtaining reasonable assurance about whether the City of Okeechobee, 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. However, providing
an opinion on compliance with those provisions was not an objective of our audit, and 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.
City of Okeechobee, Florida's Response to Finding
City of Okeechobee, Florida's response to the finding identified in our audit is described above. City of
Okeechobee, Florida's response was not subject to the auditing procedures applied in the audit of the
financial statements and, accordingly, we express no opinion on it.
-75-
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 result 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.
Melbourne, Florida
June 11, 2019
-76-
I C
�IINGRAM
CAR R
RIGGS &
CPA$ and Advisors
INDEPENDENT AUDITORS' MANAGEMENT LETTER
The Honorable Mayor and Members of the City Council
of the City of Okeechobee, Florida
Report on the Financial Statements
Carr, Riggs & Ingram, LLC
215 Baytree Drive
Melbourne, Florida 32940
(321)255-0088
(321) 259-8648 (fax)
www.cricpa.com
We have audited the financial statements of the City of Okeechobee, Florida as of and for the fiscal
year ended September 30, 2018, and have issued our report thereon dated June 11, 2019.
Auditors' Responsibility
We conducted our audit in accordance with auditing standards generally accepted in the United
States of America; the standards applicable to financial audits contained in Government Auditing
Standards, issued by the Comptroller General of the United States and Chapter 10.550, Rules of the
Auditor General.
Other Reporting Requirements
We have issued our Independent Auditors' Report on Internal Control over Financial Reporting and
on Compliance and Other Matters Based on an Audit of the Financial Statements Performed in
Accordance with Government Auditing Standards and Independent Accountants' Report on an
examination conducted in accordance with AICPA Professional Standards, AT-C Section 315,
regarding compliance requirements in accordance with Chapter 10.550, Rules of the Florida Auditor
General. Disclosures in those reports, which are dated June 11, 2019, should be considered in
conjunction with this management letter.
Prior Audit Findings
Section 10.554(1)(i)1., 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. There were no findings or recommendations in the
preceding annual financial audit report to correct.
Official Title and Legal Authority
Section 10.554(1)(i)4., 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 financial statements. The legal
authority of the City of Okeechobee, Florida and its component units are disclosed in the footnotes.
-77-
Financial Condition and Management
Section 10.554(1)(i)5.a. and 10.556(7), Rules of the Auditor General, require us to apply appropriate
procedures and communicate the results of our determination as to whether or not the City of
Okeechobee, Florida has met one or more of the conditions described in Section 218.503(1), Florida
Statutes, and to identify the specific conditions) met. In connection with our audit, we determined
that the City of Okeechobee, Florida did not meet any of the conditions described in Section
218.503(1), Florida Statutes.
Pursuant to Sections 10.554(1)(i)5.b. and 10.556(8), Rules of the Auditor General, we applied
financial condition assessment procedures for the City of Okeechobee, Florida. It is management's
responsibility to monitor the City of Okeechobee, 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.
Section 10.554(1)(i)2., Rules of the Auditor General, requires that we communicate any
recommendations to improve financial management. In connection with our audit, we did not have
any such recommendations.
Additional Matters
Section 10.554(1)(i)3., Rules of the Auditor General, requires us to communicate noncompliance
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 connection with our audit, we did not
have any such findings.
Purpose of this Letter
Our management letter is intended solely for the information and use of the Legislative Auditing
Committee, members of the Florida Senate and the Florida House of Representatives, the Florida
Auditor General, Federal and other granting agencies, the members of the City Council, and applicable
management, and is not intended to be and should not be used by anyone other than these specified
parties.
'ry ercea,.,,
Melbourne, Florida
June 11, 2019
CRIINGRAM
CAR R
RIGGS &
a,'
CPAs and
Advisors
Carr, Riggs & Ingram, LLC
215 Baytree Drive
Melbourne, Florida 32940
(321)255-0088
(321) 259-8648 (fax)
www.cricpa.com
INDEPENDENT ACCOUNTANTS' REPORT ON COMPLIANCE WITH LOCAL GOVERNMENT
INVESTMENT POLICIES
The Honorable Mayor and Members of the City Council
Of the City of Okeechobee, Florida
We have examined the City of Okeechobee, Florida's compliance with the requirements of Section
218.415, Florida Statutes, Local Government Investment Policies, during the year ended September 30,
2018. Management of the City of Okeechobee, Florida is responsible for the City of Okeechobee,
Florida's compliance with the specified requirements. Our responsibility is to express an opinion on
the City of Okeechobee, Florida's compliance with the specified requirements based on our
examination.
Our examination was conducted in accordance with attestation standards established by the
American Institute of Certified Public Accountants. Those standards require that we plan and
perform the examination to obtain reasonable assurance about whether the City of Okeechobee,
Florida complied, in all material respects, with the specified requirements referenced above. An
examination involves performing procedures to obtain evidence about whether the City of
Okeechobee, Florida complied with the specified requirements. The nature, timing, and extent of
the procedures selected depend on our judgment, including as assessment of the risks of material
noncompliance, whether due to fraud or error. We believe that the evidence obtained is sufficient
and appropriate to provide a reasonable basis for our opinion.
Our examination does not provide a legal determination on the City of Okeechobee, Florida's
compliance with specified requirements.
In our opinion, the City of Okeechobee, Florida complied, in all material respects, with the requirements
of Section 218.415, Florida Statutes, Local Government Investment Policies, for the year ended
September 30, 2018.
This report is intended solely for the information and use of management and the State of Florida
Auditor General, is not intended to be, and should not be used by anyone other than these specified
parties.
J11AA,-2, c..4.
Melbourne, Florida
June 11, 2019
-79-
Exhibit 2
June 18, 2019
T_+WS.0
93rd Annual Conference
Florida League of Cities, Inc.
August 15-17, 2019
Orlando, Florida
It is important that each member municipality sending delegates to the Annual Conference of the
Florida League of Cities, designate one of their officials to cast their votes at the Annual
Business Session. League By -Laws requires that each municipality select one person to serve as
the municipalities voting delegate. Municipalities do not need to adopt a resolution to
designate a voting delegate.
Please fill out this form and return it to the League office so that your voting delegate may be
properly identified.
Designation of Voting Delegate
Name of Voting Delegate:
Title:
Municipality of:
AUTHORIZED BY:
Name
Title
Return this form to:
Eryn Russell
Florida League of Cities, Inc.
Post Office Box 1757
Tallahassee, FL 32302-1757
Fax to Eryn Russell at (850) 222-3806 or email eru.ssell a(ficitie.s.com
i
CITY OF OKEECHOBEE, PU6LIC WORKS Exhibit 3
June 18, 2019
Memo
To: Marcos Montes De Oca, City Administrator FILE COPY
From: David Allen, Public Works Director-
L.---Date: 6/7/2019
Re: Standby generator
The Public Works Department is requesting; permission to purchase. a 60 KW Standby Generator with
Automatic Transfer Switch for tl e-PublicWorks Facl!.ity from Newmans Power Systems for $24,700.00..
The public works fa.ciiity does not currently have a stationary.s.tand•by,ge.nerator. The only standby
generator ,ca.pability at the facility:is a small :rnanual transfer switch that -can be used with a portable
generator to power the fuel. pumps. The new generator will power the PW office building, the large
metal equipment building, and the fuel pumps.
Newmans Power Systems was the low bid of the three generator suppfi:ers that I` considered. My initial
review of generators was based on. manufacturers that were available on.the Florida. Sheriff's
Associating bid. After consulting with a member of my staff who was. responsible for maintain 14
standby generates while he was ern; loyee by Okeechobee Utility Authority, I eliminated all but two,
manufacturers from the Sheriff's'bd, Tradewinds and Cat. in addition to the two manufacturers from
the Sheriff's bid, I also contacted Newmans Power Systems, the firm that the City purchased the standby
generator for the Fire Department from.
Newmans Power Systems.provided the low .bid. The •generator provided by Newmans is a Kohler
generator with a five-year warrantee versus two years .for the .other manufacturers.
Price quotes were obtained from three different vendors:
Vendor
Price
Newmans Power Systems (Kohler Generator).
24.700.00
Tradewinds Power Corp (Tradewinds Generator - Transfer Switch Not Inc.)
33,696.00
1
Pantropic Power (Cat Generator)r
63;0:77.4,1
NEWMANS POWER SYSTEMS
3076 North Kings Hwy.
Fort Pierce Fl 34951
772-465-2490•Fax772-465-4881
Cummins/Onan Certified Dealer
Factory Authorized Service
City of Okeechobee
55 Southeast 3rd Avenue
Okeechobee, FL 34974
6/3/2019
ATTN: David Allen
RE: 60kw Kohler Standby Generator
1- KOHLER Model 60 RCL, EPA Compliant LP Gas Engine Driven
Generator Set, 60KW, 60Hz, 1 Phase, 250 Amp (LP), 120/240 Volt.
Controller- RDC 2
Individual Fault Lamps for: High Engine Temperature, Low Oil Pressure,
Over Speed, Over Crank, Switch NOT in Automatic, System Ready,
Battery Low Volts, Battery Charger Fault
Kohler Aluminum Sound Enclosure (61 Dba)
v Residential Silencer
Flexible Fuel Line
`r Electronic Isochronous Governor
Starting Battery, Lead Acid, 12 Volt
Battery Charger: Automatic Float
Y Oil Drain Extension
5 Year Warranty (2 yr comprehensive, 3 yr parts only)
1-KOHLER- RXT-JFNC-0300ASE Automatic Transfer Switch,
300 Amp, Service Entrance Rated, Nema 3R Cabinet.
y Source available and contractor position indicators
y LED indication of system faults+
Fixed time delays
y UL Listed and CSA certified- UL 1008
Load Shed Circuit Board
Push Button Exerciser (Not Programmable)
y Two -Pole, single-phase open -transition transfer switch
5-year limited warranty
(A 400 Amp Transfer Switch would be the same price)
The price for this equipment will be.....................................$24,700.00
Plus Tax If Applicable
This pricing is valid for 45 days.
Load Management modules have not been included in this pricing.
This quote does not include installation, fuel or fuel hook-ups.
Crane and rigging can be provided but is not included in this price.
This quote includes all listed items delivery to the iob site startup service testing
and warranty initiation. The generator would be test run on our shop prior to
delivery to ensure correct operation and a digital file would be taken at this time
as well.
Slab is not included.
A P.O. is required before order can be placed. Balance must be paid when unit is
in place. Account must be clear before startup will be performed.
If you have questions or need further information, please do not hesitate to call.
Sincerely,
Gene Seissiger
Pres.
Signature for purchase acceptance
TRADEWINDS
JC7
5820 NW 84th Avenue Miami, Florida 33166
Tel305-592-9745 FAX 305-592-7461
www.tradewinci6power.com
Filters
Pump Sets
Po ,ver Units
Generator Sets
Automatic Engine Controls
TO: CITY OF OKEECHOBEE
MAY 31 2019 QUOTE MWO5312019
PUBLIC WORKS
SALES REP: WALDRON
500 NW 11th AVENUE
FSA PURCHASING CO.OP
OKEECHOBEE, FL, 349721
Contract FSA 18 - VEH 16.0 SHIP TO ADDRESS: SAME AS SHOWN
ATTN: DAVID ALLEN
SPEC #76
863-763-3926
LAND BASED GENERATOR
We are pleased to offer this Quotation as detailed below
Amount
Description
Each
Extended
1
Model TJ125 Base Awarded Tradewinds Generator Set - Base Pricing
$ 46,268.00
$ 46,268.00
Bid No. FSA 18 • VEH16.0 SPEC #76
Deduct for Model TGM60-UL-FS UL 2200 Approved Tradewinds Generator Set;
$(12,572.00)
$(12,572.00)
60 KW (75 KVA) Standby, 54 KW (67 KVA) Prime Power
120/240 Volts [reconnectable], 60 Hz, Single Phase, 0.8 Power Factor
Amp Load Capacity: 208; Load Bank tested. UL2200
General Motors engine, Model 5.761 @ 1800 RPM complete with
12 Volt Electric's, Radiator & Guard
Brushless Single Bearing Alternator with PMG and DVR 2000E
Automatic Voltage Regulator & Vibration Isolation Mounts
Tradewinds NFPA 110 Digital Instrument/Control Panel with Safety Shutdowns
Complete with DC Voltmeter, Hourmeter, Oil and Temperature Gauges
Frequency Meter, Ammeter & Voltmeter with Phase Selector Switch, Engine
Cool Down Timer, Remote "E" Stop Contacts, Remote Auto Start Control, Low
Fuel Level Alarm, Breakers for A/C and D/C, and a Emergency Stop Push Button.
Optional Equipment included in above pricing:
Battery Cables
Battery Rack
Battery Charger, 120vac, 1 ph, input with 5amp output mounted to frame
Critical Exhaust Silencer Installed and Mounted
Stainless Steel Flex Exhaust Connection and Rain Cap
AutoStart Control with Overspeed & Overcrank Shutdowns
[Necessary for use with Automatic Transfer Switch or for Remote Starting]
Air Cleaner
120vac, 1ph, 750watt, Jacket Water Heater Installed
250 Amp Circuit Breaker, UL Rated
Drop Over, Aluminum Semi -sound Weather Enclosure With Stainless
Hardware, Aluminum Subbase with Lifting Eyes and Sound Material
Oil and Water Drain Lines
Duplex Receptacle (GFI) For Battery Charger and Jacket Water Heater
installed onto generator frame with battery charger and JWH plugged in.
Electric shut of fuel supply,
Flex hosing from side of weather enclosure to fuel carburetor.
Full Load Factory Tested
Stainless Steel, Flexible inlet fuel for Natural Gas
Shut Off Valve for gas supply to engine.
One Operation and Maintenance Manual
Two (2) year/ 1000hr Standby Warranty
Sub Total, FOB our warehouse, Miami, Florida
$ 33,696.00
Onsite Start-up and building load test
Inc.
Inc.
Delivery to Okeechobee, Fl. Curbside. Off -Loading by others.
Inc.
Inc.
Total
$ 33,696.00
State & Local Tax as Applicable
Estimated Shipping date from receipt of order: 20 Weeks
Price Validity: 45 days; 15% Cancellation Charge for Restocking.
Wire -Transfer: Tradewinds Power Corp Division of Southeast Diesel Corp
F/B/O PNC Bank
Acct# 8025724597 ABA# 031207607 Mike Waldron
PANINGPIO r
POWER
Pantropic Power, Inc.
ONE SOURCE -ONE CALL- ONESOLUTIOV
June 5, 2019
City of Okeechobee
55 Southeast 3111 Avenue
Okeechobee, FL 34974
Robert Cosgrove - EPG Sales
8205 N.W. 58 St. Miami, Fl. 33166
P: 305.592.4944/ F: 305.477.1943
CSQ # 3061 / 7277 -01
REF: Caterpillar DG60-2 60kW Generator Package
Quoted per Florida Sheriff's Association Contract # FSA18-VEL26.0
Specification # 71 Contract expires September 30, 2019
NON -SPECIFIED OPTIONAL MODEL
10% DISCOUNT 10% Discount off Cat List Price for all Generator Models and Options
Part Number
Qty
DESCRIPTION
LIST PRICE
EPA I
1
EPA CERT FOR EMERGNCY STANDBY
0.00
60H240S 1
1
60HZ 1 PH 240/120V
0.00
STANDBY—1
1
STANDBY POWER
0.00
KW00060_1
1
60 Hz, 60 Kw
0.00
57LGE04_1
1
DG60-2 60hz (1 PHASE)
20981.00
LANENGC I
1
ENGLISH PANEL LANGUAGE
0.00
ULLIST 1
1
UL 2200 LISTED PACKAGE GEN SET
196.00
Miami
Fort Lauderdale
West Palm Beach
Stuart
Fort Myers
8205 NW 58 Street
2501 State Road 84
5460 Okeechobee Boulevard
272 N. Fidgler Avenue
2471 Rockfill Road
Miami, FL 33166
Ft Lauderdale, FL 33312
West Palm Beach, FL 33417
Stuart, FL 3499A
Fort Myers, FL 33915
305.592.4944 tel
954.797.7972 tel
561.640 08181e1
172 692 3442 tel
239 337.42221e1
305 477.1943 fax
954.791.7719 fax
561.640.7624 fax
772.692.9757 fax
239 ?37.4211 fax
P.4"TBOP/C
PQWEB
Pantropic Power, Inc.
ONE SOURCE —OAT CALL —ONE SOLUTION"
NONCSA 1
1
NO CSA CERTIFICATION
0.00
LANENGC I
1
ENGLISH PANEL LANGUAGE
0.00
ESCNONE 1
1
STANDARD WARRANTY
0.00
MSEPGGN_I
1
GENERAL EPG
0.00
MSCEC77_1
1
PUBLIC OR CIVIL SERVICES
0.00
MWCODEF_I
1
STANDBY POWER
0.00
AH1 H_i
1
SPACE HEATER 1 H
355.00
OGNSEAR_I
1
LCB3114D SINGLE PHASE
3802.00
PMEXC13_1
1
PERMANENT MAGNET EXCITATION
993.00
GENT105_1
1
105C TEMP RISE OVER 40C AMB
0.00
SKID-1
1
SKID BASE
0.00
LPGV_I
1
LPG VAPOR
0.00
LPGSD01 1
1
GAS PRESSURE SENSOR
32.00
OPENWH 1
1
OPEN SET WHITE CONTROL BOX
0.00
EMCP42B I
1
EMCP4.213 CONTROL PANEL
0.00
Miami
Fort Lauderdale
West Palm Beech
Stuart
FartMyers
B205 NW 58 Street
2501 State Road 84
546o Okeechobee Boulevard
272 N. flagler Avenue
2471 Rockfill Road
Miami, FL 33166
Ft, Lauderdale. FL 33312
Writ Palm Beach, FL 33417
Stuart, FL 34994
Fort Myers, Fl. 33916
105 592.4244 tel
954.19� 7972 tel
551.640 0818 tel
772 692.3442 tel
239.D7 4222 tel
305477.1943 fax
K4,791.7719fax
561.6a0.7894 fax
772.692.9757 fax
239.337.4211 fax
PANTROPIC
POWER
Pantropic Power, Inc.
ONE SOUR CE — ONE CALL — ONE SOLUTION:'
NFPA_I
1
NFPA 110 BUNDLE
0.00
GFRO01_1
1
RELAY GROUND FAULT INDICATION
1267.00
STDBAT_l
1
STANDARD BATTERY
0.00
PBCI0NU_1
1
NFPA BATT CHARGER UL 10A 120VAC
733.00
WHH__I
1
JACKET WATER HEATER
312.00
ML1 1
1
OIL TEMP GAUGE AND SENDER
0.00
VFRCON_I
1
VOLT FREE CONTACTS GENSET RUN
71.00
WSS1_I
1
LOW COOLANT LEVEL SHUTDOWN 1
177.00
CWRESV_I
1
COOLANT RESERVIOR
81.00
STDVIB_I
1
VIBRATION ISOLATORS
0.00
NOTRQD_1
1
NO POWER TERMINAL STRIP
0.00
SINGLE_I
1
SINGLE CIRCUIT BREAKER
0.00
CB40OA_I
1
400A 100% RATED BREAKER
1277.00
NOSUSEB_I
1
NEUTRAL BAR ONLY 125 TO 400A
0.00
SHTAUXI_I
1
AUXILIARY CONTACTS
166.00
Miami
Fart Lauderdale
West Palm Beach
Stuart
Fort Myers
W 56 Street 8205 N
2501 Stare. Read 84
54600ieechohae Boulevard
272 N. Flag(ar Avenue
2471 BocKfill Road
Miami, FL 33166
Ft, Lauderdale, FL 33312
West Palm Beach, FL 33417
Stuart, FL 34994
Fort Myers, FL 33916
305.592.4944 tat
954.797.7972let
561.640.0810 tel
772.692 3142 tel
239.337.4222 tat
305.477.1943 fax
954.791.7719 fax
561.640.7694 fax
77H92.9757 fax
239.337.4211 fax
AUTROP10
POWER
Pantropic Power, Inc,
ONE SOURCE— ONE CALL — ONE SOLUTION
NOSUSE_I
1
NO SUSE FOR 1ST BREAKER
38.00
STDAIR I
1
STD AIR CLEANER — LIGHT DUTY
0.00
STDRAD_I
1
STANDARD RADIATOR
0.00
ANNRO01_S
1
OTY REMOTE ANNUNC
789.00
ANNMB01 S
1
ANNUNCIATOR BOX
108.00
TST0035 I
1
TEST — PKG GEN SET 1.0 PF
0.00
TRSGEN2_1
1
PGS TEST REPORT C� 1.0 PF
334.00
USD LIST TOTAL
$ 31,182.00
NET ITEMS
530.00
FSA CONTRACT DISCOUNT - 10% OFF LIST
($ 3,118.20)
A
CATERPILLAR NON -SPECIFIED OPTIONS
TOTAL
$ 28,593.80
ACCESSORIES:
Miami West Palm Beach Stuart Fart Myers
5460 Okeechahee Boulevard 172 N. Flagler Avenue 2471 Rocklili Read
West Palm Baach, FL 33417 Stuart, FL 34994 Fort Myers, FL 33916
561.E40.OB18let 772.692.3442 tel 230337 4222 tel
561.640 7694 fax 771.692.9757 fax 239 337.4211 fax
Fort Lauderdale
8205 NW 56 Street
2501 State Road 84
Miami, FL 33166
Ft. Lauderdale, FL 33312
3055924944 tel
95-1.797.7972 tel
305.477.19d3 fax
95, 791.7719 fax
P/INT"Plo
POWER
Pantropic Power, Inc.
ONE SOURCE— ONE CALL — ONE SOLUTION
SUPPLIER
Oty
DESCRIPTION
NET PRICE
• Weather Resistant, Level 1 Sound Attenuated
$30,201.00
Aluminum Enclosure:
— Approximate Dimensions: I V L x 5'-6" W x 7' H
(Estimated Weight: 2,400lbs)
— Enclosure Exterior to be of .090",5052-H32
Aluminum, Formed, Panel Construction, Painted
Finish (Standard Color White)
— Air Intake: Intake Scoops with Fixed Louvers and
Bird Screen
— Air Discharge: Discharge Hood with Gravity
Dampers and Bird Screen
— 3" Sound Attenuating Fire Blanket in Walls, Doors
and Ceilings. Insulation Retained with .032"
Perforated Aluminum Liner. Enclosure is Designed
AMPS
1
to Reduce Source SPL by 15 dB (A) @ 1M in a
Free -Field Environment.
— Four (4) Single, Access Doors with Padlocking
Provisions, Panic Hardware and Corrosion
Resistant Hardware.
— Enclosure External Fasteners to be Stainless Steel.
— Silencer Supports for Interior Mounted, Internally
Insulated, 304SS Critical Grade Silencer.
— Exhaust 304SS Discharge Elbow and 304SS Rain
Cap.
— Exhaust Flex Connectors, Exhaust Gaskets and Bolt
Kits.
— Rain Collar and Rain Shield at Exhaust Penetration
in Roof.
— Extend Oil and Coolant Drains to Exterior of
Enclosure.
— Cambered Roof Design to aid in Water Shedding.
— Gas Supply and Return Bulks Head in Enclosure
Miami
Port Lauderdale
West Palm Beach
Stuart
Fort Myers
8205 NW 58 Street
Miami, FL 33166
2501 State Road 84
5d60 Olreechohee Boulevard
272 N. Flagler Avenue
2471 ReckRll Road
305.592.4944
Ft, Lauderdale, FL 333t2
West Palm Beach, FL 33417
Stuart, R 34994
Fort Myers. R 33916
tel
305 d77.1943 lax
954197.7977 tel
954.791.7719 tax
561.6400818 tel
561.640.7894
772.692.3442 tel
239 337.4222 tel
lax
772.692.9757 fax
239.337.4211 fax
P"IrROP/C
POWER
Pantropic Power, Inc.
ONE SOURCE — ONE CALL — ONE SOLUTION'
Wall (I" NPT, all connection to be done by others).
— Enclosure Suitable for 180 MPH Wind Loading
(PE Certificates are Available at an Additional
Charge)
— Enclosure to Bear the Insignia of the Florida
Department of Business and Professional
Regulation to Document Compliance with the 2017
Florida Building Code.
Unitizine Structural Steel Base Frame: Included
— Approximate Dimensions: 108" L x 66" W x 6"H
— Cable Stub Up Opening Under Circuit Breaker
— Generator Mounting Pads
— 2 Lifting Points per Side (4 Total) for Lifting
Generator Set, Enclosure and Base
— Base coated with Two Part Epoxy Primer and
painted Gloss Black
Generator Enclosure Electrical Package: Included
— Jacket Water Heaters to Junction Box.
— Generator Strip Heaters to Junction Box.
— Battery Charger to Junction Box and DC Output to
Batteries.
— All Electrical to be Run in EMT or Flexible
Conduit to meet NFPA 70.
• Automatic Transfer Switch — (shipped lose installed
$1,729.00
by others
Asco
1
One (1) Asco 300 Series, Automatic Transfer
Switch, 400 amps, 1 phase, 3 wire, 2pole,
120/240vac, 60Hz, Nema 1 enclosure, Automatic
Open Transition Transfer switch
Miami
FartLauderdale
West Palm Beach
Stuart
Port Myers
6205 NW 56 Street
2501 State Road 64
5460 Okeechobee aeulevard
272 N. Flailler Avenue
2471 Rocklill Road
Miami, FL 33166
Ft. Lauderdale, Fl 33312
West Palm Beach, R 33417
Stuart, FL 34994
Fart Myers, R 33916
305 592.4944 tat
954,797.7972 tel
581.640 0618 tel
772.692.3442 let
239.337.4222 tel
305.d77.1943 fax
954.791.7719 fax
561.640.7694 Fax
772.692.9757 fax
239.337.4211 fax
AMFOPIO
POWER
Pantropie Power, Inc.
ONE SOURCE— ONE CALL —ONE SOLUTION:'
ACCESSORIES NET PRICE TOTAL
$31,930.00
ACCESSORIES - COST PLUS 15%
$4,789.50
B
ACCESSORIES TOTAL
$36,719.50
LABOR & SERVICES — NOW CATERPILLAR
Part Number
QTY
DESCRIPTION
NET PRICE
LOADBANK
1
ON -SITE RESISTIVE LOADBANK
580.00
ADDITIONAL
FREIGHT
ADDITIONAL FREIGHT COSTS (to move generator
set from packager to job -site)
4,500.00
C
ACCESSORIES TOTAL
$5,080.00
A+B+C
CONTRACT QUOTE TOTAL
$70,393.30
LESS ADDITIONAL DEALER DISCOUNT
($1,315.89)
QUOTE GRAND TOTAL
$69,077.41
SEE BELOW CLARIFICATIONS
Miami
8205 NW 56 Street
Fort Lauderdale
2501 State head 84
West Palm Beach
5460 Bkeeechobee Boulevard
Stuart
212 N. Flayier Avenue
Fort Myers
Miami, FL 33166
Ft. Lauderdale, FL 33312
West Palm Beach, FL 33417
Stuart, FL 34994
2471 Bockfill Budd
Fart Myers, FL 33916
305.592.4944 let
954 797 7972 rat
561.640.0818 iel
772.692,3442 let
239 337 4222 let
305.477.19d3 fax
954.791.7719 fax
561.640.7894 fax
772.692.9757 fax
239 337 4211 fax
PANTROPIC
POWER
Pantropic Power, Inc.
ONE SOURCE —ONE CALL — ONE SOLUTION"
Note•
At the present time the lead time for manufacturing a unit of this size is presently running at 24 - 26 weeks from the time of release.
Exceptions / Clarifications to above proposal:
1. Generator concrete pad is to be supplied and installed by others.
2. Anchoring bolts, shims, cast in place anchors for securing of generator set to concrete pad are to be provided by others.
3. Note the Caterpillar DG60-2 has a 57-kilowatt rating running on LP gas as indicated on the attached specification sheet.
4. LP gas, LP storage tank, and any necessary piping is to be supplied by others.
5. A 400-amp transfer switch is being supplied as a 300-amp switch is not commonly manufactured.
6. Installation of the generator set is to be done by others. Pantropic Power, Inc. is a supplier of emergency power products
where installation of the above equipment requires licensed electrical and mechanical contractors to perform this work.
Pantropic Power, Inc, will advice as to how the equipment is to be installed through submittal drawings.
7. Electrical supply for enclosure and generator accessories to be provided by others.
8. Testing of the Caterpillar DG60-2 engine has already been performed at the factory and is labeled before shipment by
Caterpillar that the generator set being provided meets the Federal required emissions level in place at the time of
manufacturing. No, additional emission testing is included in this proposal.
9. Grounding and bonding of equipment is by the electrical contractor.
10. Wiring interface: all required control, alarm, and communication signal wiring to be site interfaced with remote equipment is
by the electrical contractor.
11. Off-loading and placement of generator set, and accessories indicated above are to be provided by others. Generator set will
arrive on -site on a flatbed truck where a crane and a rigging crew will be required to offload the unit and place the generator
set into its final location
Miami Fort Lauderdale West Palm Beach Stuart Fort Myers
8205 NW 56 Street 2501 State Road 84 5460 Okeechobee Boulevard 272 N. Flagler Avenue 2471 Ro6fill Road
Miami, FL 33166 R. Lauderdale, FL 33312 West Palm Beach, FL 33417 Stuart. FL 34994 Fun Myers. FL 33916
305,592.4944 tel 954.797.7972lel 551.640 0818 tel 772,592.3442 tel 239.337.4222 lei
305.477,1943 fax 214.791.7719 tax 581,640.7894 fax 772.692.9757 fax 239.337 4211 fax
PANTROPIC
POWER
Pantropic Power, Inc.
ONE SOURCE — ONE CALL — ONE SOLUTION"
Important: Quote does not include the following (unless otherwise specifically noted above in the General Scope of
Supply):
Fuel, Fuel Piping, Fuel Venting
Fuel Equipment Installation
Exhaust Equipment Installation
Exhaust Pipe & Insulation
Electrical Equip. Installation
Cables, Wires and Conduits
All Equipment Installation
Engineering & Design
Engineering Drawings
Installation Permitting & Fees
Foundation Concrete Pad
Equipment Unloading
Equipment Storing
Equipment Rental
Equipment Anchoring
TERMS: 90% payment due 30 days from date of invoice; Balance payment due prior to start up or 180 days after invoice, whichever occurs. Sales
tax has not been included in this quotation. CONDITIONS: Terms of this sale are subject to credit approval @ Pantropic Power. Cancellations
will not be accepted except on terms that will indemnify Pantropic Power against any Ioss. Cancellation charges will apply to orders cancelled after
Pantropic's receipt of written release for production from Customer. Prices are valid for 30 days from quote date. The conditions of this quotation
become a part of any order resulting hereforth and any purchase order submitted in response to this quotation, modifying, altering, or adding to these
conditions shall not be binding unless accepted by us in writing. There are no agreements, understandings, or stipulations relative to this quotation
other than those expressed herein. Quotation is subject to Standard Pantropic Power Products, Inc. Standard Terms & Condition on reverse side.
Thank you for allowing us the opportunity to propose the above -described equipment.
PANTROPIC POWER, INC.
Robert Cosgrove
(305) 477-3329 Ext. 3110
(305)477-1943 Fax
Miami
Fart Lauderdale
West Palm Beach
Swan
Fan Myers
9205 NW 58 Street
2501 State Road 84
9W Okeechobee Boulevard
272 N. Flagter Avenue
2471 Ra dill Road
Miami, FL 33166
Ft Lauderdale, FL 33312
West Palm Beach, FL 33417
Stuart FL 34994
Fort Myers. FL 33916
305.592.4944 tel
954.797.7972let
561.840.0818let
772.692.3442 tel
239 337.4222 tel
305,477.1943 fax
954.791.7719 tax
561.840.7894 fax
772.692.9757 fax
239.337.4211 tax
Model: 60 R C L
KOHLER. Power Systems LPG/Natural Gas
09001 Standard Features
The Kohler® Advantage
• High Quality Power
Kohler generators provide advanced voltage and
frequency regulation along with ultra -low levels of
harmonic distortion for excellent generator power quality to
protect your valuable electronics.
• Extraordinary Reliability
Kohler is known for extraordinary reliability and
performance and backs that up with a 5-year/2000-hour
limited warranty.
• Aluminum Sound Enclosure
• Fast Response
Kohler's Fast-ResponseO X excitation system delivers
excellent voltage response and short-circuit capability
using a rare-earth permanent magnet (PM) -excited
alternator.
• Quiet Operation
Kohler home generators provide quiet, neighborhood -
friendly performance.
Generator Set Ratings
• Kohler Co. provides one -source responsibility for the
generating system and accessories.
• The generator set and its components are prototype -tested,
factory -built, and production -tested.
• The generator set accepts rated load in one step.
• A standard 5-year/2000-hour limited warranty covers all
systems and components.
• Quick -ship (QS) models with selected features are available.
See your Kohler distributor for details.
• RDC2 Controller
o One digital controller manages both the generator set and
transfer switch functions (with optional Model RXT ATS).
o Designed for today's most sophisticated electronics.
o Electronic speed control responds quickly to changing
demand.
o Digital voltage regulation protects your valuable
electronics from harmonic distortion and unstable power
quality.
• Engine Features
o Powerful and reliable GM 5.7 L liquid -cooled engine
o Electronic engine management system.
o Simple field conversion between natural gas and LP vapor
fuels while maintaining emission certification.
• Innovative Cooling System
o Electronically controlled fan speeds minimize generator
set sound signature.
• Approved for stationary standby applications in locations
served by a reliable utility source.
• Certifications
o The 60 Hz generator set engine is certified by the
Environmental Protection Agency (EPA) to conform to the
New Source Performance Standard (NSPS) for stationary
spark -ignited emissions.
o UL 2200/cUL listing is available (60 Hz only).
o CSA certification is available (60 Hz only).
o Accepted by the Massachusetts Board of Registration of
Plumbers and Gas Fitters.
Standby Ratings
Natural Gas
LPG
Alternator Voltage
Ph
Hz
kW/kVA
Amps
kW/kVA
Amps
120/208
3
60
60/75
208
60/75
208
1271220
3
60
60/75
196
60/75
196
120/240
3
60
60/75
180
59/73
177
4P10X 277/480
3
60
60/75
90
60/75
90
220/380-
3
50
50/62
94
50/62
94
230/400
3
50
50/62
90
50162
90
240/416-
3
50
50/62
86
50/62
86
401OX 120/240 1 60 57/57 238 59159 246
50 Hz models are factory -connected as 230/400 volts. Field -adjustable to 220/380 or 240/416 volts by an authorized service technician.
RATINGS: All three-phase units are rated at 0.8 power factor. Al single-phase units are rated at 1.0 power factor. Standby Ratings: Standby ratings apply to installations served by a reliable utility source.
The standby rating is applicable to varying loads for the duration of a power outage. There is no overload capability for this rating. Ratings are In accordance with ISO-8528.1 and ISO-3046.1. Obtain technical
information bulletin 1716-101 for ratings guidelines. complete ratings definitions, and site condition Berates. The generator set manufacturer reserves the right to change the design or specifications without
notice and without any obligation or liability whatsoever. Availability is subject to change without notice. Contact your local Kohler generator distributor for availability.
G4-233 (60RCL) 10117c
Alternator Specifications
Specifications Alternator
Manufacturer Kohler
Type 4-Pole, Rotating Field
Exciter type Brushless, Rare -Earth
Permanent Magnet
Leads: quantity, type
4P10X
12, Reconnectabie
4Q10X
4, 110-120/220-240
Voltage regulator
Solid State, Volts/Hz
Insulation:
NEMA MG1
Material
Class H
Temperature rise
130-C, Standby
Bearing: quantity, type
1, Sealed
Coupling
Flexible Disc
Amortisseur windings
Full
Voltage regulation, no-load to full -load
±1.09G RMS
Unbalanced load capability
100% of Rated Standby
Current
One-step load acceptance
100% of Rating
Peak motor starting kVA:
(35% dip for voltages below)
480 V, 400 V 4P1OX (12 lead)
275 (60 Hz), 220 (50 Hz)
240 V, 220 V 4Q1 OX (4 lead)
144 (60 Hz), 132 (50 Hz)
Engine
• The unique Fast -Response) X excitation system delivers
excellent voltage response and short-circuit capability using a
rare-earth, permanent magnet (PM) -excited alternator.
• Brushless, rotating -field alternator.
• NEMA MG1, IEEE, and ANSI standards compliance for
temperature rise and motor starting.
• Sustained short-circuit current of up to 300% of the rated
current for up to 10 seconds.
• Sustained short-circuit current enabling downstream circuit
breakers to trip without collapsing the alternator field.
• Self -ventilated and dripproof construction.
• Windings are vacuum -impregnated with epoxy varnish for
dependability and long life.
• Superior voltage waveform from a two-thirds pitch stator and
skewed rotor.
• Total harmonic distortion (THD) from no load to full load with
a linear load is less than 3.5%.
Application Data
Engine Specifications
60 Hz 50 Hz
Manufacturer
General Motors
Engine: model, type
Industrial Powertrain
Vortec 5.7 L, 4-Cycle
Natural Aspiration
Cylinder arrangement
V-8
Rated rpm
1800 1500
Displacement, L (cu. in.)
5.7(350)
Bore and stroke, mm (in.)
101.6 x 88.4 (4.00 x 3.48)
Compression ratio
9.1:1
Piston speed, m/min. (ft./min.)
318 (1044) 265 (870)
Max, power at rated rpm, kW (HP)
78,3 (105) 65.6 (88)
Cylinder head material
Cast Iron
Piston type and material
High Silicon Aluminum
Crankshaft material
Nodular Iron
Valve (exhaust) material
Forged Steel
Governor type
Electronic
Frequency regulation, no-load to full -load
Isochronous
Frequency regulation, steady state
---1.0%
Frequency
Fixed
Air cleaner type
Dry
Engine Electrical
Engine Electrical System
Ignition system
Electronic
Battery charging alternator:
Ground (negative/positive)
Negative
Volts (DC)
12
Ampere rating
70
Starter motor rated voltage (DC)
12
Battery, recommended cold cranking
amps (CCA):
Qty., rating for -18'C (0'F)
One, 630
Battery voltage (DC)
12
Battery group size
24
Exhaust
Exhaust System
60 Hz 50 Hz
Exhaust manifold type
Dry
Exhaust flow at rated kW, m3/min. (cfm)
16.4 (580) 13.6 (480)
Exhaust temperature at rated kW, dry
exhaust, 'C ('F)
649 (1200)
Maximum allowable back pressure,
kPa (in. Hg)
10.2 (3.0)
Exhaust outlet size at engine hookup,
mm (in.)
76 (3.0) OD
Fuel
Fuel System
Fuel type
LP Gas or Natural Gas
Fuel supply line inlet
1 in. NPT
Natural gas fuel supply pressure, kPa
(in. H2O)
1.74-2.74 (7-11)
LPG vapor withdrawal fuel supply
pressure, kPa (in. H2O)
1.24-2.74 (5-11)
Fuel Composition Limits *
Nat. Gas LP Gas
Methane, % by volume
90 min. —
Ethane, % by volume
4.0 max. —
Propane, % by volume
1.0 max. 85 min.
Propene, % by volume
0.1 max. 5.0 max.
C4 and higher, % by volume
0.3 max. 2.5 max.
Sulfur, ppm mass
25 max.
Lower heating value,
MJ/m3 (Btu/ft ), min.
33,2 (890) 84.2 (2260)
* Fuels with other compositions may be
acceptable. If your fuel is
outside the listed specifications, contact your local distributor for
further analysis and advice.
Lubrication
Lubricating System
Type
Full Pressure
Oil pan capacity, L (qt.)
4.7 (5.0)
Oil pan capacity with filter, L (qt.)
6.2 (6.5)
Oil filler: quantity, type
1, Cartridge
G4-233 (60RCL) 10117C
Application Data
Cooling
Radiator System
60 Hz 50 Hz
Ambient temperature, 'C (°F)
45 (113)
Engine jacket water capacity, L (gat.)
6.8 (1.8)
Radiator system capacity, including
engine, L (gal.)
20.8 (5.5)
Engine jacket water flow, Lpm (gpm)
117.3 (31) 98.4 (26)
Heat rejected to cooling water at rated
kW, dry exhaust, kW (Btu/min.)
60.3 (3430) 45.7 (2600)
Water pump type
Centrifugal
Fan diameter, mm (in.)
qty. 3 @ 406 (16)
Fan power requirements (powered by
engine battery charging alternator)
12VDC, 18 amps each
Max. restriction of cooling air, intake and
discharge side of radiator, kPa (in. H2O)
0.125 (0.5)
Operation Requirements
Air Requirements
60 Hz
50 Hz
Radiator -cooled cooling air,
m3/min. (scfm)t
51 (1800)
51 (1800)
Combustion air, m3/min. (cfm)
5.2(185)
4.4(155)
Air over engine, m3/min. (cfm)
25 (900)
25 (900)
t Air density = 1.20 kg/m3 (0.075 Ibm/ft3)
Fuel Consumption=
Natural Gas, m3/hr. (cfh) at % load 60 Hz
50 Hz
100%
22.4 (790)
18.1 (640)
751.
19.4 (685)
15.6 (550)
50%
14.7 (520)
11.8 (415)
25%
9.9 (350)
7.8 (275)
LP Gas, m3/hr. (cfh) at % load
60 Hz
50 Hz
100%
9.3 (330)
7.9 (280)
75%
7.1 (250)
6.2 (220)
50%
5.4 (190)
4.7 (165)
25 %
3.8 (135)
3.1 (110)
Nominal Fuel Rating:
Natural gas, 37 MJ/m3 (1000 Btu/ft3)
LP Vapor, 93 MJ/m3 (2500 Btu/ft3)
LP vapor conversion factors:
8.58 ft.3 = 1 lb.
0.535 m3 = 1 kg.
36.39 ft.3 = 1 gal.
Sound Enclosure Features
• Sound -attenuating enclosure uses acoustic insulation that
meets UL 94 HF1 flammability classification and repels
moisture absorption.
• Internally mounted critical silencer.
• Skid -mounted, aluminum construction with two removable
access panels.
• Scratch- and corrosion -resistant Kohlerz, cashmere
powder -baked finish.
Sound Data
Model 60RCL 8 point logarithmic average sound levels are
60 dB(A) during weekly engine exercise and 61 dB(A) during
full -speed generator diagnostics and normal operation. The
lowest point sound levels are 58 dB(A) and 59 dB(A)
respectively as compared to competitor ratings.*
All sound levels are measured at 7 meters with no load.
Lowest of 8 points measured around the generator. Sound levels at other points
around generator may be higher depending on installation parameters.
RDC2 Controller
V ap: 2e0'!
Freq.
6,3
ITV
The RDC2 controller provides integrated control for the
generator set, KohierG Model RXT transfer switch,
programmable interface module (PIM), and load shed kit.
The RDC2 controller's 2-line LCD screen displays status
messages and system settings that are clear and easy to read,
even in direct sunlight or low light.
RDC2 Controller Features
• Membrane keypad:
o OFF, AUTO, and RUN pushbuttons
o Select and arrow buttons for access to system
configuration and adjustment menus
• LED indicators for OFF, AUTO, and RUN modes
• LED indicators for utility power and generator set source
availability and ATS position (Model RXT transfer switch
required)
• LCD screen:
o Two lines x 16 characters per line
o Backlit display with adjustable contrast for excellent
visibility in all lighting conditions
• Scrolling system status display
o Generator set status
o Voltage and frequency
o Engine temperature
o Oil pressure
o Battery voltage
o Engine runtime hours
• Date and time displays
• Smart engine cooldown senses engine temperature
• Digital isochronous governor to maintain steady-state speed
at all loads
• Digital voltage regulation: ± 1.0% RMS no-load to full -load
• Automatic start with programmed cranking cycle
• Programmable exerciser can be set to start automatically on
any any future day and time, and to run every week or every
two weeks
• Exercise modes
o Unloaded exercise with complete system diagnostics
o Unloaded full -speed exercise
o Loaded full -speed exercise (Model RXT ATS required)
• Front -access mini USB connector for SiteTech '" connection
• Integral Ethernet connector for KohlerD OnCueO Plus
• Built-in 2.5 amp battery charger
• Remote two -wire start/stop capability for optional connection
of a Model RDT transfer switch
See additional controller features on the next page.
G4.223 (60RCL) 10117C
KOHLER CO., Kohler, Wisconsin 53044 USA
Phone 920-457.4441, Fax 920-459-1646
For the nearest sales and service outlet in the
US and Canada, phone 1-800-544-2444
KOHLERPower.com
Additional RDC2 Controller Features
• Diagnostic messages
o Displays diagnostic messages for the engine, generator,
Model RXT transfer switch, programmable interface
module (PIM), and load shed kit
o Over 70 diagnostic messages can be displayed
• Maintenance reminders
• System settings
c System voltage, frequency, and phase
o Voltage adjustment
o Measurement system, English or metric
• ATS status (Model RXT ATS required)
o Source availability
a ATS position (normal/utility or emergency/generator)
o Source voltage and frequency
• ATS control (Model RXT ATS required)
o Source voltage and frequency settings
o Engine start time delay
o Transfer time delays
o Fixed pickup and dropout settings
o Voltage calibration
• Programmable Interface Module (PIM) status displays
o Input status (active/inactive)
o Output status (active/inactive)
• Load control menus
o Load status
o Test function
Generator Set Standard Features
• Aluminum sound enclosure with enclosed silencer
• Battery rack and cables
• Electronic, isochronous governor
• Flexible fuel line
• Gas fuel system (includes fuel mixer, electronic secondary
gas regulator, two gas solenoid valves, and flexible fuel line
between the engine and the skid -mounted fuel system
components)
of Integral vibration isolation
of Line circuit breaker
• Oil drain extension
• OnCuee Plus Generator Management System for remote
monitoring (see specification sheet G6-140)
• Operation and installation literature
• RDC2 controller with built-in battery charger
• Standard 5-year/2000-hour limited warranty
Available Options
Approvals and Listings
❑
UL 2200 Listing (60 Hz only)
❑
CSA Approval (60 Hz only)
Electrical System
❑
Battery
❑
Battery Heater
Kohler Power Systems
Asia Pacific Headquarters
7 Jurong Pier Road
Singapore 619159
Phone (65) 6264-6422, Fax (65) 6264-6455
Available Options (continued)
Starting Aids §
❑ Block Heater, 120 V
❑ Block Heater, 240 V
§ Recommended for ambient temperatures below 0°C (32°F)
Controller Accessories
❑ Programmable Interface Module (PIM)
(provides 2 digital inputs and 6 relay outputs)
Automatic Transfer Switches and Accessories
!❑ Model RXT Automatic Transfer Switch
❑ Model RXT Automatic Transfer Switch with combined interface/
load management board
❑ Model RDT Automatic Transfer Switch
❑ Load shed kit for RDT or RXT
❑ Power relay modules (use up to 4 relay modules for
each load management device)
❑ Other Kohler % ATS
Miscellaneous
❑ Rated Power Factor Testing
Literature
❑ General Maintenance Literature Kit
❑ Overhaul Literature Kit
❑ Production Literature Kit
Warranty
❑ Optional Extended 5-Year,(2000 Hour Comprehensive Limited
Warranty
Other Options
Dimensions and Weights
Overall Size, L x W x H, mm (in.): 2280 x 836 x 1182
(89.8 x 32.9 x 46.5)
Shipping Weight, wet, kg (lb.): 890 (1960)
Weight includes generator set with engine fluids and 4Q1 OX alternator,
sound enclosure, and silencer.
H
— I
�— W L —►I
NOTE: This drawing is provided for reference only and should not be
used for planning installation. Contact your local distributor for more
detailed information.
DISTRIBUTED BY:
•0 2013, 2014, 2017 by Kohier Co. All rights reserved.
G4-233 (60RCL) 10/17c
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DIVISION OF STATE FIRE MARSHAL
LIST OF APPROVED SPARKLERS
FEBRUARY 1, 2017 TO JANUARY 31, 2018
The Department of Financial Services, Division of State Fire Marshal,
pursuant to Section 791.013(1), Florida Statutes, hereby approves the
following sparklers as having met the requirements of Chapter 791,
Florida Statutes. The listed sparklers are approved for sale between
February 1, 2017 and January 31, 2018. The products are listed by ITEM
(the name of the product) including any major words or numbers on the
product; BRAND (means the name or logo of the manufacturer); DESCRIPTION
(a specific physical description of the product, size should be accurate
to within one (1) inch) . ALL ASSORTMENT PACKAGES OR CONTAINERS MUST
CONTAIN APPROVED SPARKLERS FROM THIS LIST.
Page 1 of 71
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791.05 Seizure of illegal fireworks. —Each sheriff, or his or her appointee, or any other police officer, M
shall seize, take, remove or cause to be removed at the expense of the owner, all stocks of fireworks
or combustibles offered or exposed for sale, stored, or held in violation of this chapter. 73
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Under Florida law, only sparklers, approved by the Florida Division of State Fire Marshal, are
legal for consumer usage. It is illegal to use exploding and/or flyingfireworks in Florida, which
include: shells and mortars, multiple tube devices, Roman candles, rockets and firecrackers.
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City of Okeechobee Florida
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CITY OF OKEECHOBEE
55 SE THIRD AVENUE
OKEECHOBEE, FL 34974
Phone: (863)763-3372
.www.cityofokeechobee.com
June 18, 2019
Added Agenda Item
Okeechobee City Council J11T
Mayor Dowling R. Watford, Jr.
Wes Abney
Monica Clark
Bob Jarriel
Bobby Keefe
AY1 t
MEMORANDUM�� k
TO: Mayor Watford and City Council
FROM: Marcos Montes De Oca, P.E., ity Administrator
Re: June 18, 2019 Additional Agenda Item
SRO for Okeechobee Christian Academy
DATE: June 17, 2019
Please add the following item to the June 18, 2019 City Council Regular Meeting:
IX. NEW BUSINESS
J. Consider a motion to implement an additional School Resource Officer to
be assigned to Okeechobee Christian Academy — Chief Peterson
Vf'% tvachoba
GRAeE,-CHRISTIAN ACADEMY SRO COSTS
Annual Recurring Costs
Salary Step 1
$39,683.00
FICA
$3,035.75
Work Comp
$1,757.96
Retirement
$5,150.85
Health Ins
$9,567.48
Life Ins
$477.00
LTD Ins
$174.60
Overtime $5,450.96
OT FICA $417.00
OT Retirement $707.53
Education
$900.00
Travel Per Diem
$600.00
Uniforms
$600.00
Cell PX
$600.00
Email/Software
$45.00
Fuel
$2,730.00
Vehicle Maintenance
$250.00
$72,147.13
Start -Up Cost
Firearm
$550.00
New Hire
$99.00
Uniforms
$1,000.00
Vest
$600.00
Education
$1,200.00
$3,449.00
Total $75,596.13 -
Lane Gamiotea
From:
Robin Brock
Sent:
Tuesday, June 18, 2019 12:33 PM
To:
Bobbie Jenkins; Lalo Rodriguez; Cathy Womble; Herb Smith; Robert Peterson; Council
Member Abney; Council Member Clark; Council Member Jarriel; Council Member Keefe;
David Allen; India Riedel; Jackie Dunham; Jeff Newell; Jennifer Tewksbury; John Cook;
Katie Muldoon; Kay Matchett; Ken Keller; Kevin Kenny; Kim Barnes; Lane Gamiotea;
Libby Pigman; Lynda Powers; Donald Hagan; Marcos Montes De Oca; Marvin Roberts, -
Mayor Dowling R. Watford, Jr.; Melissa Henry; Patty Burnette; Paulette Wise; Sandy
Perry; Sue Christopher; Terisa Garcia
Subject:
Added Agenda Item
Attachments:
Agenda 06 18 19 additional item.pdf
Attached is an additional item that will be added to the agenda for the City Council meeting tonight.
Please let me know if you have any questions.
Thank you,
Robin
M4`,�• f ri,"�
Robin Brock
Executive Assistant
City of Okeechobee
55 SE 3rd Avenue
Okeechobee, FL 34974
(863)763-3372
(863)763-9812 (direct)
FAX: (863)763-1686
Email: rbrock(a--)citVofokeecho bee. com
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KEEcHoBEE
Vol. i 10 No. 74 Friday, June 21, 2019 500 pl
Tensions run high at city meetin1
g
By Cathy Womble
Lake Okeechobee News
Tension ran high Tuesday night after Coun-
cilman Bobby Keefe made a motion not to
renew the contract of City Attorney John Cook
when it expires in September. During the
regular city council meeting on June 18, the
agenda called for a discussion of current and
future needs for legal services. It was during
this discussion that Councilman Keefe made
his motion not to renew Mr. Cook's contract
and to publish an RFQ (Request for Qualifica-
tions). The motion was seconded by Council-
woman Monica Clark.
Mayor Dowling Watford said he would nev-
er support such a motion, and he did not think
they would find it as easy as they thought to
find someone to replace Attorney Cook.
Cninrill'grnman rb irl; gnirl her main con-
cern was making sure the city had someone at
every meeting, and she felt they might need to
split the services. "Maybe it's beyond a single
person," she said. "Maybe we should use
him in some capacities and someone else in
others."
Councilman Wes Abney said, "I don't think
we need to terminate his contract. I believe he
does a good job, but we need more represen-
tation."
Councilman Bob Jarriel was absent from
the meeting.
Attorney Cook said he believes he has
attended 90 percent of the meetings in the 31
years he has been the attorney for the city.
Retired Mayor James Kirk said, "Sometimes
we look for a problem where there is no
. ZZan VTTV — Pncro 151
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Machine Pitch All Stars head to state
By Richard Marion
Lake Okeechobee News
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www.iocKllVe.corI
CITY review of the 2018 fiscal year audited finanN,
cials, and the pension funds were found to
be more than adequately funded. The city is
Continued. From Page 1 financially secure.
• The council approved a new SRO at
problem. That man has done more for the OCA, funded by OCA but supervised by the
city than you can imagine." He went on to SRO program. This will be a city police of -
caution the council that they could not af- ficer.
ford a big law firm. "If he needs a little help,
get him some. He's being paid a fraction
of what he's worth," he said. "I'm not real
proud of what transpired here tonight."
. When they voted, Councilman Bobby
Keefe was the only member to vote to ap-
prove the motion.
Councilwoman Clark made a new mo-
tion to come up with a job description with-
in the next 60 days that encompasses all the
duties for attorney services the city wants.
This job description would be used when
it is time to negotiate Attorney Cook's new
contract in September. Councilman Keefe
seconded that motion. Mayor Watford voted
no on this motion, and everyone else voted
yes.
In other business:
• Fire Lt. Glenn Hodges was presented
carriAra award and
Mill a 40 Car evai5v
a bonus.
• Police Officer Jack Boon was presented
a certificate of appreciation for his years of
service on the Police Officers' Pension Fund
Board of Trustees — Jan. 30, 2014 - May 31,
2019.
• Police Officer Jack Boon was presented
a Certificate of Retirement.
• Police Officer Ramon Liberato w
sworn in.
• bie A. Goode, CPA, presented a
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as
• The use of freworks was a concern
mentioned by Councilwoman Clark. She
said in her neighborhood people are already
setting off fireworks, and people don't seem
to realize it is a big problem for some of
their neighbors. Autistic children are often
terrified of the loud noises, and many pets
have to be medicated on those holidays,
This is expensive for the pet owners. In re-
cent years, people don't just set them off foi
a couple hours on the Fourth of July or or
New Year's Eve. They want to use them fa
days before and days after; and they want tc
use them until 2 or 3 a.m.
"For one thing, it's illegal," she said. In th,
State of Florida, only sparklers are legal fc
consumer use. You cannot use shells, mo
rarer miatin►e tnhe devices. Roman candle:
rockets or firecrackers. All of those thins
are illegal. If your neighbor calls the polio
they can take all of your fireworks. Most pec
ple aren't going to call the police and con
plain on the Fourth of July if you are settir
them off during reasonable hours. It's st
not legal, but they probably won't complai
But, if you are setting them off for days at
days, they will probably complain, and yo
fireworks will be confiscated.