09-09-2008
City Commission
Susan Gottlieb, Mayor
A ':!be City of
~ventura
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City Manqr:r
Eric M. Soroka, ICMA-CM
Zev Auerbach
Bob Diamond
Billy Joel
Teri Holzberg
Michael Stern
Luz Urbaez Weinberg
City Oerk
Teresa M. Soroka, MMC
City Attorney
Weiss Serota Helfman
Pastoriza Cole & Boniske
AGENDA
SEPTE~~!t2~c~ge~8 6 PM
19200 West Country Club Drive
A ventura, Florida 33180
1. CALL TO ORDER\ROLL CALL
2. PLEDGE OF ALLEGIANCE
3. AGENDA: Request for DeletionslEmergency Additions
4. SPECIAL PRESENTATIONS:
Employee Service Awards
5. CONSENT AGENDA: Matters included under the Consent Agenda are self-explanatory and are not
expected to require discussion or review. Items will be enacted by one motion. If discussion is desired by any
member of the Commission, that item must be removed from the Consent Agenda and considered separately.
A. APPROVAL OF MINUTES:
July I, 2008 Commission Meeting
July 17,2008 Commission Meeting
July 17, 2008 Workshop Meeting
B. A RESOLUTION OF THE CITY COMMISSION OF THE CITY
OF A VENTURA, FLORIDA AWARDING AND LETTING A
BID/CONTRACT FOR BID NO. 08-07-14-2, MISCELLANEOUS
ROADWAY AND TRAFFIC IMPROVEMENTS, TO WILLIAMS
PAVING COMPANY, INC. AT THE BID PRICE OF $144,145.53;
AUTHORIZING THE CITY MANAGER TO EXECUTE
ASSOCIATED CONTRACTS; AUTHORIZING THE CITY
MANAGER TO TAKE NECESSARY AND EXPEDIENT ACTION
TO CARRY OUT THE AIMS OF THIS RESOLUTION;
PROVIDING FOR THE APPROPRIATION AND ALLOCATION
OF FUNDS FOR SAID BID AWARD; AND PROVIDING FOR AN
EFFECTIVE DATE.
C. A RESOLUTION OF THE CITY COMMISSION OF THE CITY
OF A VENTURA, FLORIDA AUTHORIZING THE CITY
MANAGER TO EXECUTE AND OTHERWISE ENTER INTO
THAT CERTAIN SOUTH FLORIDA MONEY LAUNDERING
SqJtrmba: 9, 2008 CooImisaioo Meeting
STRIKE FORCE VOLUNTARY COOPERATION MUTUAL AID
AGREEMENT ATTACHED HERETO; AUTHORIZING THE
CITY MANAGER TO DO ALL TIDNGS NECESSARY TO
CARRY OUT THE AIMS OF TIDS RESOLUTION; AND
PROVIDING AN EFFECTIVE DATE.
D. A RESOLUTION OF THE CITY COMMISSION OF THE CITY
OF A VENTURA, FLORIDA, SELECTING THE FIRM OF
KAUFMAN LYNN GENERAL CONTRACTORSIPGAL TO
PERFORM DESIGN AND BUILD SERVICES RELATIVE TO
RFQ #08-07-18-2 CLASSROOM ADDITIONS FOR AVENTURA
CITY OF EXCELLENCE SCHOOL; AUTHORIZING THE CITY
MANAGER TO NEGOTIATE THE TERMS AND FEES FOR
SAID SERVICES; AUTHORIZING NEGOTIATIONS WITH
ALTERNATE FIRM TO PERFORM THE REQUIRED
SERVICES SHOULD NEGOTIATIONS WITH SELECTED FIRM
BE UNSUCCESSFUL; AUTHORIZING THE CITY MANAGER
TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS
OF TIDS RESOLUTION; AND PROVIDING AN EFFECTIVE
DATE.
E. MOTION TO ACCEPT FOR FILING THE SPECIAL PURPOSE
FINANCIAL REPORT FOR THE A VENTURA CITY OF
EXCELLENCE SCHOOL FOR THE FISCAL YEAR ENDED
JUNE 30, 2008 AND TO ACCEPT FOR FILING THAT LETTER
DATED SEPTEMBER 2, 2008 ATTACHED HERETO AS
ATTACHMENT I."
F. A RESOLUTION OF THE CITY COMMISSION OF THE CITY
OF A VENTURA, FLORIDA APPROVING AND AUTHORIZING
THE CITY MANAGER TO EXECUTE AND OTHERWISE
ENTER INTO THE ATTACHED CHANGE ORDER EXHIBIT I
FOR BID NO. 07-02-26-2 FOR VETERAN'S PARK
MODIFICATIONS CONSTRUCTION BY AND BETWEEN THE
CITY AND LINK CONSTRUCTION GROUP, INC.;
AUTHORIZING THE CITY MANAGER TO DO ALL THINGS
NECESSARY TO CARRY OUT THE AIMS OF TIDS
RESOLUTION; AND PROVIDING AN EFFECTIVE DATE.
G. ACTING IN ITS CAPACITY AS THE GOVERNING BOARD
FOR THE A VENTURA CITY OF EXCELLENCE SCHOOL
MOTION TO ACCEPT A VENTURA CITY OF EXCELLENCE
SCHOOL OUT-OF-FIELD WAIVERS AS OUTLINED IN THE
CITY MANAGER'S MEMORANDUM DATED SEPTEMBER 4,
2008.
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SqJtauber 9, 2008 Commissioo Meeting
6. ZONING HEARINGS: QUASI-JUDICIAL PUBLIC HEARINGS - Please be advised that the following
items on the Commission's agenda are quasi-judicial in nature. If you wish to object or comment upon any of these items,
please inform the Mayor when she requests public comments. An opportunity for persons to speak on each item will be made
available after the applicant and staff have made their presentations on each item. All testimony, including public testimony
and evidence, will be made under oath or affirmation. Additionally, each person who gives testimony may be subject to
cross-examination. If you refuse either to be cross-examined or to be sworn, your testimony will be given its due weight. The
general public will not be permitted to cross-examine witnesses, but the public may request the Commission to ask questions
of staff or witnesses on their behalf Persons representing organizations must present evidence of their authority to speak for
the organization. Further details of the quasi-judicial procedures may be obtained from the Clerk.
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF
A VENTURA, FLORIDA GRANTING APPROVAL OF A VARIANCE
FROM SECTION 31-147(a)(3) OF THE CITY'S LAND DEVELOPMENT
REGULATIONS TO ALLOW A 0 FOOT FRONT YARD SETBACK,
WHERE A MINIMUM 25 FOOT FRONT YARD SETBACK IS
REQUIRED BY CODE; AND GRANTING APPROVAL OF A
VARIANCE FROM SECTION 31-233(c)(4) OF THE CITY'S LAND
DEVELOPMENT REGULATIONS TO ALLOW A 17.42 FOOT WIDE
VIEW CORRIDOR TO THE WATER, WHERE A MINIMUM 32.69
FOOT WIDE VIEW CORRIDOR IS REQUIRED BY CODE FOR THE
CITY OF AVENTURA ARTS & CULTURAL CENTER PROPERTY
LOCATED AT 3385 NE 188 STREET, CITY OF AVENTURA;
PROVIDING FOR AN EFFECTIVE DATE.
7. ORDINANCES: FIRST READING - PUBLIC INPUT:
AN ORDINANCE OF THE CITY OF A VENTURA, FLORIDA,
AMENDING CHAPTER 2 ENTITLED "ADMINISTRATION", BY
AMENDING ARTICLE II "DEPARTMENTS", SECTION 2-61
"CREATED" TO PROVIDE FOR INCLUSION OF THE ARTS &
CULTURAL CENTER AS A DEPARTMENT OF GOVERNMENT
WITHIN THE CITY AND TO CHANGE THE TITLE OF THE
FINANCE AND SUPPORT SERVICES DEPARTMENT TO FINANCE
DEPARTMENT; PROVIDING FOR SEVERABILITY; PROVIDING
FOR INCLUSION IN CODE; PROVIDING FOR EFFECTIVE DATE.
8. ORDINANCES: SECOND READINGIPUBLIC HEARING: None.
9. RESOLUTIONS - PUBLIC HEARING: None.
10. REPORTS
11. PUBLIC COMMENTS
12. OTHER BUSINESS: None.
13. ADJOURNMENT
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Sepcm:r 9, 2008 CooImisaioo Meeting
SCHEDULE OF FUTURE MEETINGSIEVENTS
COMMISSION WORKSHOP
SEPTEMBER 18, 2008
9 A.M.
2nd BUDGET HEARING
SEPTEMBER 24, 2008
6 P.M.
This meeting is open to the public. In accordance with the Americans with Disabilities Act of 1990, all persons who are disabled
and who need special accommodations to participate in this meeting because of that disability should contact the Office of the City
Clerk, 305-466-8901, not later than two days prior to such proceeding. One or more members of the City of Aventura Advisory
Boards may be in attendance. Anyone wishing to appeal any decision made by the AventUfa City Commission with respect to any
matter considered at such meeting or hearing will need a record of the proceedings and, for such purpose, may need to ensure that a
verbatim record of the proceedings is made, which record includes the testimony and evidence upon which the appeal is to be
based. Agenda items may be viewed at the Office of the City Clerk, City of Aventura Government Center, 19200 W. Country Club
Drive, Aventura, Florida, 33180. Anyone wishing to obtain a copy of any agenda item should contact the City Clerk at 305-466-
890 I.
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MINUTES
CITY COMMISSION MEETING
JULY 1, 2008 6 PM
Aventura Government Center
19200 W. Country Club Drive
Aventura, Florida 33180
1. CALL TO ORDER/ROLL CALL: The meeting was called to order at 6:00 p.m. by
Mayor Susan Gottlieb. Present were Commissioners Bob Diamond, Teri Holzberg, Billy
Joel, Michael Stern, Luz Urbaez Weinberg (arrived at 6:07 p.m.), Vice Mayor Zev
Auerbach, Mayor Gottlieb, City Manager Eric M. Soroka, City Clerk Teresa M. Soroka
and City Attorney Richard Jay Weiss. As a quorum was determined to be present, the
meeting commenced.
2. PLEDGE OF ALLEGIANCE: Led by Jaclyn Weiss.
3. AGENDA: REQUESTS FOR DELETIONS/EMERGENCY ADDITIONS: None.
4. SPECIAL PRESENTATIONS: None.
5. CONSENT AGENDA: A motion to approve the Consent Agenda was offered by
Commissioner Joel, seconded by Commissioner Stern, passed unanimously (6-0 with
Commissioner Weinberg absent) and the following action was taken:
A. The following minutes were approved:
June 3,2008 Workshop Meeting
June 3, 2008 Commission Meeting
June 19, 2008 Workshop Meeting
B. Resolution No. 2008-30 was adopted as follows:
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF
AVENTURA, FLORIDA DECLARING CERTAIN PROPERTY LISTED
UNDER THE ASSETS OF THE CITY AS SURPLUS TO THE NEEDS OF
THE CITY; DESCRIBING THE MANNER OF DISPOSAL; AUTHORIZING
THE CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY
OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING AN
EFFECTIVE DATE
C. Resolution No. 2008-31 was adopted as follows:
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF
AVENTURA, FLORIDA AUTHORIZING THE CITY MANAGER TO
EXECUTE THE ATTACHED SECOND AMENDMENT TO THE
CHARTER SCHOOL CONTRACT FOR THE AVENTURA CITY OF
EXCELLENCE SCHOOL BETWEEN THE CITY OF AVENTURA AND
THE MIAMI-DADE COUNTY SCHOOL BOARD; AUTHORIZING THE
CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT
THE AIMS OF THIS RESOLUTION; AND PROVIDING AN EFFECTIVE
DATE.
D. Resolution No. 2008-32 was adopted as follows:
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF
AVENTURA, FLORIDA AUTHORIZING THE CITY MANAGER TO
EXECUTE THE ATTACHED TRAFFIC CONTROL JURISDICTION
AGREEMENT BETWEEN DELVISTA TOWERS CONDOMINIUM
ASSOCIATION, INC. AND THE CITY OF AVENTURA; AUTHORIZING
THE CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY
OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING AN
EFFECTIVE DATE.
6. ZONING HEARINGS: None.
7. ORDINANCES: FIRST READING/PUBLIC INPUT: None.
8. ORDINANCES: SECOND READING/PUBLIC HEARING: Mr. Weiss read the
following ordinance by title:
AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA; AMENDING THE
CITY CODE BY AMENDING CHAPTER 18 "BUSINESS
REGULATIONS,TAXES AND PERMITS", BY CREATING ARTICLE IV"
POLICE COST RECOVERY"; CONSISTING OF SECTION 18-80 "RECOVERY
OF COSTS FOR FAILURE OF RESPONSIBLE PERSON TO APPEAR ON
BEHALF OF BUSINESS"; PROVIDING A MECHANISM FOR THE RECOVERY
OF COSTS INCURRED BY THE CITY POLICE DEPARTMENT UNDER
CIRCUMSTANCES IN WHICH A CRIMINAL PROSECUTION IS
ABANDONED, DISMISSED OR FAILS AS A DIRECT RESULT OF THE
FAILURE OF A RESPONSIBLE PERSON TO APPEAR IN LAW
ENFORCEMENT OR COURT PROCEEDINGS, ON BEHALF OF THE OWNER
OR OPERATOR OF A BUSINESS ESTABLISHMENT; PROVIDING FOR
SEVERABILITY; PROVIDING FOR INCLUSION IN CODE; PROVIDING FOR
PENALTY; AND PROVIDING FOR AN EFFECTIVE DATE.
A motion for approval was offered by Commissioner Holzberg, and seconded by
Vice Mayor Auerbach. Mayor Gottlieb opened the public hearing. There being no
speakers, the public hearing was closed. The motion for approval passed
unanimously by roll call vote (6-0 with Commissioner Weinberg absent) and
Ordinance No. 2008-13 was enacted.
9. RESOLUTIONS - PUBLIC HEARING: None.
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Commissioner Weinberg entered the meeting at this time.
10. REPORTS: As presented.
11. PUBLIC COMMENTS: Bob Burroughs.
12. OTHER BUSINESS: None.
13. ADJOURNMENT: There being no further business to come before the Commission
at this time, after motion made, seconded and unanimously passed, the meeting
adjourned at 6:08 p.m.
Teresa M. Soroka, MMC, City Clerk
Approved by the Commission on
Anyone wishing to appeal any decision made by the City Commission with respect to any matter considered at a meeting or hearing
will need a record of the proceedings and, for such purpose, may need to ensure that a verbatim record of the proceedings is made,
which record includes the testimony and evidence upon which the appeal is to be based.
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MINUTES
COMMISSION MEETING
JULY 17, 2008 9 AM
Aventura Government Center
19200 W. Country Club Drive
Aventura, Florida 33180
1. CALL TO ORDER/ROLL CALL. The meeting was called to order at 9:00 a.m.
by Mayor Susan Gottlieb. Present were Commissioners Bob Diamond, Teri Holzberg,
Billy Joel, Michael Stern, Luz Urbaez Weinberg, Vice Mayor Zev Auerbach, Mayor
Gottlieb, City Manager Eric M. Soroka, City Clerk Teresa M. Soroka and City Attorney
David M. Wolpin. As a quorum was determined to be present, the meeting
commenced.
2. OVERVIEW AND REVIEW OF PROPOSED BUDGET: Mr. Soroka gave a
powerpoint presentation showing an overview of the financial performance of the City
over the last ten years. He then reviewed the proposed 2008/09 budget document, as
follows:
A. GENERAL FUND, including Revenues, General Government
Departments (City Commission, City Manager, Finance Support Services,
Information Technology, Legal, City Clerk), Public Safety Department,
Community Development Department, Community Services Department, Non-
Departmental and Capital Outlay.
A motion for approval of the General Fund Budget Revenues was offered by
Commissioner Joel, seconded by Commissioner Diamond, and unanimously
passed.
A motion for approval of the City Commission budget was offered by
Commissioner Holzberg, seconded by Vice Mayor Auerbach and unanimously
passed.
A motion to approve the City Manager budget was offered by Commissioner
Joel, seconded by Commissioner Stern, and unanimously passed.
A motion to approve the Legal Department budget was offered by Commissioner
Holzberg, seconded by Commissioner Weinberg, and unanimously passed.
A motion to approve the City Clerk budget was offered by Commissioner
Holzberg, seconded by Commissioner Stern, and unanimously passed.
A motion to approve the Finance Support Services budget was offered by Vice
Mayor Auerbach, seconded by Commissioner Weinberg, and unanimously
passed.
A motion to approve the Information Technology budget was offered by
Commissioner Holzberg, seconded by Commissioner Joel, and unanimously
passed.
A motion to approve the Public Safety budget was offered by Commissioner Joel,
seconded by Commissioner Weinberg, and unanimously passed.
A motion to approve the Community Development Department budget was
offered by Commissioner Weinberg, seconded by Commissioner Joel, and
unanimously passed.
A motion to approve the Community Services Department budget was offered by
Commissioner Joel, seconded by Commissioner Holzberg, and unanimously
passed.
A motion to approve the Arts and Cultural Center Department budget was offered
by Commissioner Stern, seconded by Commissioner Weinberg, and unanimously
passed.
A motion to approve the Non-Departmental budget was offered by Commissioner
Joel, seconded by Commissioner Diamond, and unanimously passed.
A motion to approve the Capital Outlay budget was offered by Commissioner
Holzberg, seconded by Commissioner Stern, and unanimously passed.
B. Mr. Wolpin read the following resolution by title:
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF
AVENTURA, FLORIDA, ESTABLISHING A PROPOSED MILLAGE
RATE FOR THE 2008/2009 FISCAL YEAR; PROVIDING FOR THE
DATE, TIME AND PLACE OF THE PUBLIC HEARING TO CONSIDER
THE PROPOSED MILLAGE RATE AND TENTATIVE BUDGET; AND
PROVIDING FOR AN EFFECTIVE DATE.
A motion for approval of the resolution, which establishes a millage rate for the
2008/09 fiscal year of 1.7261 per $1,000 of taxable assessed value, was offered
by Commissioner Stern, and seconded by Commissioner Joel. Mayor Gottlieb
opened the public hearing. There being no speakers, the public hearing was
closed. The motion unanimously passed and Resolution No. 2008-33 was
adopted.
C. POLICE EDUCATION FUND: A motion for approval was offered by
Commissioner Joel, seconded by Commissioner Holzberg, and unanimously
passed.
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D. TRANSPORTATION AND STREET MAINTENANCE FUND: A motion for
approval was offered by Vice Mayor Auerbach, seconded by Commissioner
Weinberg, and unanimously passed.
E. POLICE CAPITAL OUTLAY IMPACT FEE FUND: A motion for approval
was offered by Commissioner Holzberg, seconded by Commissioner Stern, and
unanimously passed.
F. PARK DEVELOPMENT FUND: A motion for approval was offered by
Commissioner Joel, seconded by Commissioner Diamond, and unanimously
passed.
G. 911 FUND: A motion for approval was offered by Commissioner Diamond,
seconded by Commissioner Joel, and unanimously passed.
H. DEBT SERVICE FUND: A motion for approval was offered by
Commissioner Holzberg, seconded by Commissioner Stern, and unanimously
passed.
I. CAPITAL CONSTRUCTION FUND: A motion for approval was offered by
Vice Mayor Auerbach, seconded by Commissioner Weinberg, and unanimously
passed.
J. STORMWA TER UTILITY FUND: A motion for approval was offered by
Commissioner Joel, seconded by Commissioner Diamond, and unanimously
passed.
K. POLICE OFF-DUTY SERVICES FUND: A motion for approval was offered
by Commissioner Joel, seconded by Commissioner Holzberg, and unanimously
passed.
3. RESOLUTION - PUBLIC HEARING: Mr. Wolpin read the following resolution by
title:
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA,
FLORIDA, AUTHORIZING THE CITY MANAGER TO EXECUTE THE
ATTACHED STANDARD FORM OF AGREEMENT BETWEEN OWNER (CITY
OF AVENTURA) AND SUFFOLK CONSTRUCTION COMPANY, INC. FOR THE
CONSTRUCTION OF THE ARTS & CULTURAL CENTER PROJECT;
ESTABLISHING THE GUARANTEED MAXIMUM PRICE FOR PHASE I;
ESTABLISHING THE PRE-CONSTRUCTION AND CONSTRUCTION
MANAGEMENT FEE; AUTHORIZING THE CITY MANAGER TO DO ALL
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THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTION;
AND PROVIDING AN EFFECTIVE DATE.
A motion for approval was offered by Commissioner Weinberg, and seconded by
Commissioner Joel. Mayor Gottlieb opened the public hearing. There being no
speakers, the public hearing was closed. The motion for approval passed
unanimously and Resolution No. 2008-34 was adopted.
Mr. Soroka announced that the first Budget Public Hearing is scheduled for September
8, 2008 at 6 p.m. and the second Budget Public Hearing is scheduled for September 24,
2008 at 6 p.m.
4. ADJOURNMENT: After motion made, seconded and unanimously passed, the
meeting adjourned at 9:48 a.m.
Teresa M. Soroka, MMC, City Clerk
Approved by the Commission on
Anyone wishing to appeal any decision made by the City Commission with respect to any matter considered at a
meeting or hearing will need a record of the proceedings and, for such purpose, may need to ensure that a verbatim
record of the proceedings is made, which record includes the testimony and evidence upon which the appeal is to be
based.
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MINUTES
CITY COMMISSION WORKSHOP
MEETING
July 17, 2008
Aventura Government Center
19200 W. Country Club Drive
Aventura, Florida 33180
CALL TO ORDER/ROLL CALL: The meeting was called to order by Mayor Susan Gottlieb at
9:48 a.m. following the 9 a.m. Budget Review meeting. Present were Commissioners Bob
Diamond, Teri Holzberg, Billy Joel, Michael Stern, Luz Urbaez Weinberg, Vice Mayor Zev
Auerbach, Mayor Gottlieb, City Manager Eric M. Soroka, City Clerk Teresa M. Soroka and City
Attorney David M. Wolpin. As a quorum was determined to be present, the meeting
commenced.
1. FEC Light Rail Study Update (City Manaqer: Rescheduled to September meeting.
4. CITY CLERK REVIEW (Commissioner Joel): Taken out of order. Commissioner Joel
recommended that the City Clerk be given a net $10,000 bonus and a $250/month car
allowance increase.
CITY MANAGER SUMMARY: Consensus to approve.
2. MIAMI-DADE COUNTY LEAGUE OF CITIES INSTALLATION DINNER (City Manaqer):
Mr. Soroka noted the upcoming annual Installation Dinner in October.
CITY MANAGER SUMMARY: Consensus to purchase a table for the Commission's
attendance.
3. CITY POSITION ON STATE CONSTITUTIONAL AMENDMENT ELIMINATING STATE
REQUIRED SCHOOL PROPERTY TAX AND REPLACING WITH EQUIVALENT STATE
REVENUES TO FUND EDUCATION (City Manaqer): Mayor Gottlieb requested
Commission's input on participation, if any.
CITY MANAGER SUMMARY: Consensus to discuss further at September Workshop
meeting and notify residents of Commission's consensus.
Mr. Soroka noted the implementation of the Red Light Camera Ordinance. In addition, he
advised the Commission of a request by Seth Bramson to author a book about the history of
Aventura.
5. ADJOURNMENT: There being no further business to come before the Commission at this
time, after motion made, seconded and unanimously passed, the meeting adjourned at
10:15 a.m.
Teresa M. Soroka, MMC, City Clerk
Approved by the Commission on
Anyone wishing to appeal any decision made by the City Commission with respect to any matter considered at a meeting or hearing
will need a record of the proceedings and. for such purpose, may need to ensure that a verbatim record of the proceedings is made,
which record includes the testimony and evidence upon which the appeal is to be based.
CITY OF AVENTURA
OFFICE OF THE CITY MANAGER
MEMORANDUM
FROM: Eric M. Soroka, ICMA-CM, City
TO: City Commission
BY: Antonio F. Tomei, Capital Projects
DATE: July 29,2008
SUBJECT: Bid No: 08-07-14-2 - Miscellaneous Roadway and Traffic
Improvements
September 9, 2008 City Commission Meeting Agenda Item 5/{3
Recommendation
It is recommended that the City Commission adopt the attached Resolution awarding
Bid No. 08-07-14-2, Miscellaneous Roadway and Traffic Improvements to the lowest
responsible and responsive bidder, Williams Paving Company, Inc. for the price of
$144,145.53. This project is included in the Capital Improvements Program and will be
funded by Budget Line Item Numbers 410-5001-438-3110.
Backaround
In accordance with the City's Purchasing Ordinance, bids for this project were solicited,
advertised, and opened on July 14, 2008. The City received two (2) bids for this project.
Williams Paving Company, Inc.
Weekley Asphalt Paving, Inc.
$144,145.53
$193,993.15
This bid price allows for installation of pavement markings and signage on NE 180th
Street and NE 18ih Street; milling and resurfacing on NE 18ih Street; and roadwa~
construction, pavement markings and signage, and traffic signalization on NE 209t
Street.
If you have any questions or need any additional information, please feel free to contact
me.
SECTION 00410
SCHEDULE OF VALVES
FOR LUMP SUNI
CONTRACT
GENERAL REQUIREMENTS
Item Quantity
Description
Unit
Unit Price
Extended
Cost
GENERAL
GENERAL CONDITIONS LS $2,500 $ 2,500
2 1 MOBILIZATION LS $5,000 $5,000
3 1 MAINTENANCE OF TRAFFIC LS $5,000 $5,000
SUB-TOTAL $ 12,500.00
N.E. 180TII STREET
PA VEMENT MARKINGS
4 20 SOLID TRAFFIC STRIPE (24" LF $ 3.40 $68.00
WHITE) (THERMOPLASTIC)
5 269 SOLID TRAFFIC STRIPE (6" LF $ .83 $223.27
WHITE) (THERMOPLASTIC)
6 4 DIRECTIONAL ARROWS EA $50.00 $ 200.00
(THERMOPLASTIC)
7 6 REFLECTIVE PAVEMENT EA $4.50 $ 27.00
MARKER PERMANENT (CLASS B)
(BI-DIRECTIONAIJ)(CLEAR/RED)
8 RHvIOVE EXISTING LS $495.00 $495.00
THERMOPLASTIC AND STRIPING
SUB- TOTAL $1,013.27
City of Aventura
Miscellaneous Roadway and Traffic Improvements
City of Aventura Bid No. 0&-07-14-2
CTA Project No. 01-0103.103
00410 - 4
N.E. 187T1l STREET
PAVEMENT MARKINGS
9 32 SOLID TRAFFIC STRIPE (24" LF $3.40 $1 0 8 . 8 0
WHITE) (THERMOPLASTIC)
10 118 SOLID TRAFFIC STRIPE (18" LF $2.00 $236.00
WHITE) (THElUvIOPLASTIC)
11 155 SOLID TRAFFIC STRIPE (8" LF $1.15 $178.25
WHITE) (THERMOPLASTIC)
12 865 SOLID TRAFFIC STRIPE (6" LF $.83 $717.95
WHITE) (THER.MOPLASTIC)
13 700 SKIP TRAFFIC STRIPE (10'-30', 6" LF $.83 $381.00
WHITE) (THERMOPLASTIC)
14 722 SOLID TRAFFIC STRIPE (6" LF $.83 $599.26
YELLOW) (THERl\10PLASTIC)
15 720 SKIP TRAFFIC STRIPE (10'-30',6" LF $.83 $597.60
YELLOW) (THERMOPLASTIC)
16 206 SOLID TRAFFIC STRIPE (6" LF $.83 $170.98
DOUBLE YELLOW) !
(THERMOPLASTIC) ~
17 13 DIRECTIONAL ARROWS EA $.50 $S50.00
(THERMOPLASTIC)
18 60 REFLECTIVE PAVEMENT EA $4.50 $270.00
MARKERS PERMANENT
(BI -DIRECTIONAL)
YELLOW!YELLOW
19 27 REFLECTIVE PAVEMENT EA $4.50 $121.50
MARKER PERMANENT (CLASS B)
(BI -DIRECTIONAL)(CLEAR/RED)
20 17 8' PARALLEL PARKING STRIPING EA $.83 $14.11
(PER SPACE)
21 REMOVE EXISTING LS $5, 500 $ 5,500
THERMOPLASTIC AND STRIPING
SUB-TOTAL $9,745.45
TOTAL VALUE OF BID $23,258.72
City of A ventura
Miscellaneous Roadway and Traffic Improvements
City of Aventura Bid No. 08-07-14-2
CTA Project No. 01-0103.103
00410 - 5
BID ALTERNATE NO.l- N.E. 187TH STREET - MILLING AND
RESURFACING
ROADWAY IMPROVEMENTS
22 5,178 MILL I" OF ASPHALT SY $1.60 $8,284.80
23 5,178 INSTALL 1" ASPHALTIC SY $7.00 $36,246.00
CONCRETE (TYPE S-lII),
INCLUDING TACK COAT
PAVEMENT MARKINGS
24 32 SOLID TRAFFIC STRIPE (24" LF $3.40 $108.80
WHITE) (THERMOPLASTIC)
25 32 SOLID TRAFFIC STRIPE (18" LF $2.00 5154.00
WHITE) (THERMOPLASTIC)
26 644 SOLID TRAFFIC STRIPE (6" LF $.83 $534.52
WIllTE) (THERMOPLASTIC)
27 250 SKIP TRAFFIC STRIPE (10'-30', 6" LF $.83 $207.50
i WHITE) (THERMOPLASTIC)
;-
28 207 SOLID TRAFFIC STRIPE (6" LF $ .83 $171.81
DOUBLE YELLOW)
(THERMOPLASTIC)
29 3 DIRECTIONAL ARROWS EA $5 0 . 00 $150.00
(THERMOPLASTIC)
30 12 REFLECTIVE PAVEMENT EA $4.50 $54.00
MARKERS PERMANENT
(El-DIRECTIONAL)
YELLOWIYELLOW
31 13 REFLECTIVE PAVEMENT EA $4.50 $58.50
MARKER PERMANENT (CLASS B)
(El -D IRECTIONAL)(CLEAR/RED)
SUB-TOTAL $1,349.13
TOTAL BID ALTERNATE NO. ] $45,879.93
City of A ventura
Miscellaneous Roadway and Traffic Improvements
City of Aventura Bid No. 08-07-14-2
CTA Project No. 01-0103.103
00410 - 6
BID AL TERNA TE NO.2 - N.E. 209 TH STREET - ROADWAY
IMPROVEMENTS
ROADWAY IMPROVEMENTS
32 428 12" SUB GRADE STABILIZATION SY $9.35 $4,001.80
33 323 8" LIMEROCK BASE SY $6 1 . 0 0 $ 19,703.00
34 222 2" ASPHALT (TYPE 8-11I) SY $14.60 $ 3,241.20
35 20 PAVEMENT RESTORA TrON SY $4 8 . 7 5 $ 975.00
36 60 PAVEMENT RECONSTRUCTION SY $5 6 . 75 $ 3,405.00
PAVEMENT MARKINGS .~
37 28 SOLID TRAFFIC STRIPE (24" LF $3.40 $ 95.20
WHITE) (THERMOPLASTIC)
38 649 SOLID TRAFFIC STRIPE (6" LF $.83 $538.67
WHITE) (THERMOPLASTIC)
39 55 SKIP TRAFFIC STRIPE (6'-lD" 6" LF $.83 $ 45.65
WHITE) (THERMOPLASTIC)
40 320 SOLID TRAFFIC STRIPE (6" LF $.83 $ 265.60
DOUBLE YELLOW)
(THERMOPLASTfC)
41 4 DIRECTIONAL ARROWS EA $5 0 . 0 0 $ 200.00
(THERMOPLASTIC)
42 18 REFLECTIVE PAVEMENT EA $4.50 $ 81. 00
MARKERS PERMANENT
(BI-DIRECTIONAL)
YELLOWfYELLOW
City of Aventura
Miscellaneous Roadway and Traffic Improvements
City of Aventura Bid No. 08-07-14-2
CT A Project No. 01-0103.103
00410 - 7
43
12
REFLECTIVE PAVEMENT
MARKER PERlvfANENT (CLASS B)
(BI -DlRECTIONAL)(CLEARlRED)
EA $4 . 50
$ 54.00
STORJvI DRAINAGE
44 TYPE C-4 INLET EA $2,703.00 $2,703.00
45 44 15" RCP LF $48 . 00 $ 2,112.00
46 36 3'X15' EXFILTRATION TRENCH LF $248.00 $ 8,928.00
47 DEBRIS BAFFLE EA $121.00 $ 121. 00
48 633 SOD SY $3.20 $2,025.60
SIGNALIZATION
49
TRAFFIC SIGNAL .MODIFICA TION
LS $26,400.00 $ 26,400.00
SUB-TOTAL
$75,006.88
TOTAL BID ALTERNATE 2
$
75,006.88
NOTE: CffY RESERVES THE RIGHT TO A WARD THE BID BASED ON AN EV ALUA TfON OF EITHER
THE BASE BID, BID ALTERNATES, OR A COMBINATION OF ALL THREE.
City of A ventura
Miscellaneous Roadway and Traffic Improvements
City of Aventura Bid No. 08-07-14-2
CTA Project No. 01-0103.103
00410 - 8
I !
I I
:~.
SIGNATURE PAGE FOR A CORPORATION
By: williams Paving Company, Inc.
(Corporation Name)
Florida
(State of Incorporation)
By: Ronnie Smith
(Name of Person Authorized to Sign)
Secretary / Treasurer
(Title)
(Corporate Seal)
Attest:
~,p~ ~
Business address: 113 0 0 NW South River Drive
Medley, Florida 33178
Phone No: 305.882.1950
Facsimile No: 305.882.1966
City of A ventura
Miscellaneous Roadway and Traffic Improvements
City of Aventura Bid No. 08-07-14-2
CTA Project No. 01-0103.103
00410 - 10
(President)
I
I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER I '
FOR THE PUBLIC ENTITY IDENTIFIED IN PARAGRAPH 1 (ONE) ABOVE IS FOR THAT PUBLIC
ENTITY ONLY AND, THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE !
CALENDAR YEAR IN WHICH IT IS PILED. I ALSO UNDERSTAND THAT I AM REQUIRED TO I
INFORM THE PUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE
THRESHOLD AMOUNT PROVIDED IN SECTION 287.017, FLORIDA STATUTES, FOR
CATEGORY TWO OF ANY, CHANGE IN THE INFORMATION CONTAINED IN THIS FORM.
By:
~~M~ LJt
Ronnie Smith
(Printed Name)
Secretary / Treasurer
(Title)
Sworn to and subscribed before me this
14
day of July, 20 08
Notary Public - State of: Florida
My Commission Expires: 10 /24/2 0 11
- Yahoska Sasi a
r stamped commissioned name of notary public)
I
!
~
~ Personally known to me:
NOTARY pUBLIC-STATE OF FLORIDA
,:..'......... Yahoska H. Sasiga
g.w ~ Commission # DD728656
~~l Expires: OCT. 24, 2011
BoiIDEj; '1'HRU ATLANTIC BONDING CO., INC.
Or
o Produced Identification
(Type of Identification Produced)
END OF SECTION
City of A ventura
Miscellaneous Roadway and Traffic Improvements
City of Aventura Bid No. OS.07-14-2
CTA Project No. 01-0103.103
00456 - 4
RESOLUTION NO. 2008-
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF
AVENTURA, FLORIDA AWARDING AND LETTING A BID/CONTRACT
FOR BID NO. 08-07-14-2, MISCELLANEOUS ROADWAY AND TRAFFIC
IMPROVEMENTS, TO WILLIAMS PAVING COMPANY, INC. AT THE
BID PRICE OF $144,145.53; AUTHORIZING THE CITY MANAGER TO
EXECUTE ASSOCIATED CONTRACTS; AUTHORIZING THE CITY
MANAGER TO TAKE NECESSARY AND EXPEDIENT ACTION TO
CARRY OUT THE AIMS OF THIS RESOLUTION; PROVIDING FOR THE
APPROPRIATION AND ALLOCATION OF FUNDS FOR SAID BID
AWARD; AND PROVIDING FOR AN EFFECTIVE DATE.
WHEREAS, the City Manager has, pursuant to the various laws of the State of
Florida and the Code of the City of Aventura, properly solicited and accordingly
accepted bids for BID NO. 08-07-14-2, Miscellaneous Roadway and Traffic
Improvements; and
WHEREAS, sealed bids have been submitted to and received by the City
pursuant to the City's Invitation to Bid/Notice to Bidders, specifications, proposals, and
requirements for the project/work as cited above; and
WHEREAS, staff has determined that Williams Paving Company, Inc. has
submitted the lowest responsible and responsive bid for said project/work; and
WHEREAS, the City Commission, upon the recommendation of the City
Manager, is therefore desirous of awarding said bid/contract to said lowest responsible
and responsive bidder.
NOW THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE
CITY OF A VENTURA, FLORIDA:
Section 1: That bid/contract for BID NO. 08-07-14-2, Miscellaneous Roadway
and Traffic Improvements, is hereby awarded to Williams Paving Company, Inc. in the
amount of $144,145.53.
Resolution No. 2008-
Page 2
Section 2: That the City Manager is hereby authorized to execute, on behalf of
the City, a contract by and between the parties embodying the terms, conditions, and
specifications as set forth in the subject Invitation to Bid/Notice to Bidders, bid
specifications, bid proposal and bid requirements, or if a City prepared contract was
part of said bid proposal, said parties shall execute said prepared contract on behalf of
the City.
Section 3: That the City Manager is hereby authorized and requested to take
all necessary and expedient action to carry out the aims of this Resolution in awarding
this bid/contract.
Section 4: That the funds to be allocated and appropriated pursuant hereto
and for the purpose of carrying out the tenets of this Resolution shall be from Budget
Line Item Number410-5001-438-3110.
Section 5: This Resolution shall be effective immediately upon its adoption.
I who
, and
The foregoing resolution was offered by Commissioner
moved its adoption. The motion was seconded by Commissioner
upon being put to a vote, the vote was as follows:
Commissioner Bob Diamond
Commissioner Teri Holzberg
Commissioner Billy Joel
Commissioner Michael Stern
Commissioner Luz Urbaez Weinberg
Vice Mayor Zev Auerbach
Mayor Susan Gottlieb
Resolution No. 2008-
Page 3
PASSED AND ADOPTED this 9th day of September, 2008.
SUSAN GOTTLIEB, MAYOR
ATTEST:
TERESA M. SOROKA, MMC
CITY CLERK
APPROVED AS TO LEGAL SUFFICIENCY:
~ kfC\
City Attorney
CITY OF AVENTURA
OFFICE OF THE CITY MANAGER
MEMORANDUM
TO:
City Commission
FROM:
Eric M. Soroka, ICMA-CM, Ci
DATE:
August15,2008
SUBJECT:
Resolution
Laundering
Agreement
Authorizing Execution of South Florida Money
Strike Force Voluntary Cooperation Mutual Aid
September 9, 2008 City Commission Meeting Agenda Item !)~
RECOMMENDATION
It is recommended that the City Commission adopt the attached Resolution authorizing
the execution of the South Florida Money Laundering Strike Force Voluntary
Cooperation Mutual Aid Agreement with the Miami-Dade State Attorney's Office.
BACKGROUND
Previously, the Florida Department of Law Enforcement (FDLE) managed this Strike
Force and the City entered into a Mutual Aid Agreement with FDLE. FDLE has decided
to no longer participate in the program and the Miami-Dade State Attorney's office has
agreed to manage the program. The City has participated in the Strike Force which has
a proven track record in dismantling and prosecuting significant drug trafficking
organizations since 1994.
If you have any questions, please feel free to contact me.
Attachment
CC01626-08
.
STATE ATTORNEY
ELEVENffi JUDICIAL CIRCUIT OF FLORIDA
E. R. GRAHAM BUILDING
1350 N.W. 12ffi AVENUE
MIAMI. FLORIDA 33136-2111
KATHERINE FERNANDEZ RUNDLE
STATE A TIORNEY
TELEPHONE (305) 547-0100
www.miamiSAO.com
August 11, 200S
Chief Steven Steinberg
A ventura Police Department
19200 W. Country Club Road
Aventura, Florida 331S0
Dear Chief Steinberg:
The South Florida Money Laundering Strike Force has effectively dismantled and
prosecuted significant Drug Trafficking Organizations since 1994 through the outstanding
collaboration of its law enforcement partners. Although the departure of the Florida Department
of Law Enforcement (FDLE) will result in a change of management, the Strike Force's important
mission and operation will remain the same. The State Attorney's Office (SAO) continues to be
committed to the good work and great success of the Strike Force.
The State Attorney's Office will work diligently with all the participating agencies to
ensure a smooth transition as well as the uninterrupted operation of the Strike Force. To that
end, enclosed is a copy of the new Mutual Aid AgreeI1J.ent for your review. The primary change
to the Agreement was to replace the language pertaining to the "FDLEn with the "State
Attorney's Office."
As to issues relating to an agency's jurisdiction, Florida law specifically provides that
each law enforcement officer that renders aid outside of hislher jurisdiction pursuant to a Mutual
Aid Agreement has the same powers. duties, rights, privileges and immunities as if helshe were
performing those duties inside of his/her own jurisdiction. (See Section 23.127(1), Florida
Statutes). My legal department has reviewed this statute and concurs. However, if you have any
questions relating to jurisdiction, please advise accordingly.
The current Mutual Aid Agreement with the FDLE expires on or about September IS,
200S. The State Attorney's Office is requesting that the participating agencies review and sign
the new Mutual Aid Agreement by September 2, 200S, in order to maintain continuity of Strike
Force operations.
Notwithstanding this transition, the SFMLSF will continue to be a national model for
drug trafficking and money laundering investigations. It is an honor to have been selected to
o
Pleaae Recycle
manage the Strike Force and I will work closely with the Steering Committee to preserve and
promote the important mission of the SFMLSF.
Sincerely,
KATHERINE FERNANDEZ RUNDLE
State Attorney
o
Pie... Recycle
RESOLUTION NO. 2008-
A RESOLUTION OF THE CITY COMMISSION OF THE
CITY OF A VENTURA, FLORIDA AUTHORIZING THE CITY
MANAGER TO EXECUTE AND OTHERWISE ENTER INTO
THAT CERTAIN SOUTH FLORIDA MONEY LAUNDERING
STRIKE FORCE VOLUNTARY COOPERATION MUTUAL
AID AGREEMENT ATTACHED HERETO; AUTHORIZING
THE CITY MANAGER TO DO ALL THINGS NECESSARY
TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND
PROVIDING AN EFFECTIVE DATE.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE
CITY OF AVENTURA, FLORIDA, THAT:
Section 1. The City Manager is authorized to execute and otherwise enter into
that certain South Florida Money Laundering Strike Force Voluntary Cooperation
Mutual Aid Agreement attached hereto.
Section 2. The City Manager is authorized to do all things necessary to carry
out the aims of this Resolution.
Section 3. This Resolution shall become effective immediately upon its
adoption.
The foregoing Resolution was offered by Commissioner
its adoption. The motion was seconded by Commissioner
put to a vote, the vote was as follows:
, who moved
, and upon being
Commissioner Bob Diamond
Commissioner Teri Holzberg
Commissioner Billy Joel
Commissioner Michael Stern
Commissioner Luz Urbaez Weinberg
Vice Mayor Zev Auerbach
Mayor Susan Gottlieb
Resolution No. 2008-
Page 2
PASSED AND ADOPTED this 9th day of September, 2008.
SUSAN GOTTLIEB, MAYOR
ATTEST:
TERESA M. SOROKA, MMC
CITY CLERK
APPROVED AS TO LEGAL SUFFICIENCY:
~~
City Attorney
~
SOUTH FLORIDA MONEY LAUNDERING STRIKE FORCE
VOLUNTARY COOPERATION MUTUAL AID AGREEMENT
(September, 2008)
WHEREAS, the below subscribed law enforcement agencies have joined together in a multi-
jurisdictional Strike Force (hereinafter referred to as the Strike Force) intended to combat illegal
money laundering, drug trafficking and other drug law violations, and related criminal violations
and to disrupt organizations engaging in such activity through coordinated and long-term
investigative, forfeiture, and prosecution efforts; and
WHEREAS, the undersigned agencies agree to utilize applicable state and federal laws to
prosecute criminal, civil, forfeiture, and regulatory actions against identified violators, as
appropriate; and
WHEREAS, the participating agencies desire to utilize the Strike Force as the sole method
of facilitating state and local money laundering investigations that are not otherwise part of a
joint federally-directed effort within their respective jurisdictions; and
WHEREAS, the undersigned agencies have the authority under Part 1, Chapter 23, Florida
Statutes, "the Florida Mutual Aid Act," to enter into a voluntary cooperation agreement for
cooperation and assistance of a routine law enforcement nature that crosses jurisdictional lines;
and
WHEREAS, the undersigned agencies acknowledge and recognize that they have been
operating under the existing agreement and modifications thereto, that the agreement has
continued in full force and effect, and express their present intent to renew and refine the
original agreement and subsequent renewals thereof in order to better reflect the continued and
present focus of the efforts of the agencies in this Strike Force;
NOW THEREFORE, the parties agree as follows:
Each of the undersigned law enforcement agencies approve, authorize and enter into this
Agreement at the request of the Miami-Dade State Attorney's Office (SAO) to implement within
the jurisdictional and other limits as noted herein the Money Laundering Strike Force for the
purposes and goals indicated.
Parties To This Agreement:
-The Office of the State Attorney of the Eleventh
Judicial Circuit of Florida,
-The City of Coral Gables Police Department,
--The City of Miami Police Department,
-The City of Miami Shores Police Department,
-The City of Miami Beach Police Department,
-The City of Aventura Police Department,
-The City of Hollywood Police Department,
-The City of Miami Gardens Police Department,
-The City of Bal Harbour Police Department,
-The City of Hallandale Police Department,
--The City of Golden Beach Police Department,
--The City of North Miami Police Department,
--The City of Miramar Police. Department,
--The City of Pembroke Pines Police Department,
--The City of Fort Lauderdale Police Department.
--The City of Davie Police Department,
--The City of Hialeah Police Department,
--The Town of Surfside Police Department,
--The City of Dorat Police Department,
-The Monroe County Sheriffs Office.
A party other than those listed on page one may, at the request of the SAO and with the
approval of the Strike Force Steering Committee, enter into this Agreement as evidenced by its
signing of this Agreement. Any party may cancel its participation in this Agreement upon
delivery of written notice of cancellation to the Executive Director of the South Florida Money
Laundering Strike Force (Strike Force Director), who shall immediately notify other participating
parties of the cancellation.
NATURE OF LAW ENFORCEMENT ASSISTANCE AND VOLUNTARY
COOPERATION TO BE RENDERED:
'1. The Strike Force is to effect dedicated and intensive investigative, preventative, and general
law enforcement efforts primarily with regard to the investigation of illegal money laundering
and drug trafficking operations and related crimes, and in efforts to dismantle and disrupt
the organizations committing such violations. The principal goal of the Strike Force shall be
the coordinated investigation of, and successful prosecution of perpetrators of such crimes,
with particular emphasis on efforts designed to identify and dismantle organized criminal
enterprises. Such efforts shall include, but are not limited to, undercover operations
designed to detect illegal activity and to identify those involved in such activity including
those directing or otherwise controlling such activity, interception of communications related
to such activity as may be authorized by law, the arrest and prosecution of those involved
(utifizing state and federal or other prosecutions, as appropriate); the seizure and forfeiture
of assets of those engaged in such activity or otherwise supporting such activity (utilizing
state and federal forfeiture options, as appropriate); the prosecution of regulatory and civil
actions designed to end such criminal activity, as appropriate; and the referral of
investigative leads and intelligence to such other federal, state, foreign or local law
enforcement authorities as may be required and appropriate under the Strike Force's
operations. In recognition that such efforts transcend jurisdiction limits, it is the intent of this
voluntary cooperation agreement to assure the continued functioning of law enforcement in
areas where such limits might otherwise thwart major law enforcement efforts.
2. The Parties to this Agreement are contributing personnel and resources in support of the
Strike Force efforts, with the operations of the Strike Force being coordinated by the SAO
and other Strike Force members. No agency will participate in the Strike Force unless it
provides resource contributions and operates within the operational parameters related to
Strike Force efforts as required of it by the Steering Committee or the SAO.
3. Nothing herein shall otherwise limit the jurisdiction and powers normally possessed by an
employee as a member of the employee's Agency. Nothing herein shall otherwise limit the
ability of participating Strike Force members to provide, as provided by or allowed by law,
such assistance in any enforcement action unrelated to Strike Force operations as may be
lawfully requested by a law enforcement officer having jurisdiction over any such incident,
crime or matter under consideration. However, extension of jurisdiction under the authority
of this Agreement shall occur only as provided below.
EXTENSION OF PARTICIPANTS' JURISDICTION; COMMAND AND
SUPERVISORY RESPONSIBILITY; STEERING COMMITTEE;
NOTIFICATION REQUIREMENTS
1. The principal sites of Strike Force activity are Miami-Dade County, Sroward County and
Monroe County but Strike Force activities may occur elsewhere within the State of Florida
consistent with the purpose and tems of this Agreement As provided by Section
23.127(1), Florida Statutes, a Strike Force member engaged in an authorized Strike Force
operation outside the member's jurisdiction but inside the State of Florida that is pursuant
South Florida Money Laundering Strike Force
. .".oIuntaC)'-CooperatiOO-Mutua~Aid-Agreement-{5eptember2008)--
Page 2 of 39 Pages
to, and consistent with, the purpose and terms of this Agreement shall have the same
powers, duties, rights, privileges, and immunities under the laws of the State of Florida as if
the member was performing duties inside the member's jurisdiction as provided by the
"Florida Mutual Aid Act" and this Agreement.
2. Whenever Strike Force activities outside of Miami-Dade County, Broward County or Monroe
County have resulted in an arrest or seizure of property, the Sheriff of the County or the
Chief of Police of the municipality in which such activities have occurred shall be notified of
the Strike Force's actions within the sheriff's or chief's jurisdiction.
3. Members of the Strike Force operating outside their normal jurisdictions recognize that their
extra-territorial powers and authority are, unless otherwise supported by law, derived by and
through this Agreement. Activities shall be considered authorized and under the authority of
this Agreement when the activities have been approved and are under the overall direction
of the Executive Commander, Deputy Commander or command designee assigned to the
Strike Force. No extension of jurisdiction or authority is granted solely by reason of this
Agreement for law enforcement activities unless they are approved and supervised as
provided herein and are related to Strike Force operations, or have been encountered
directly incident to an approved and supervised Strike Force operation.
4. a. A participating agency can work other money' laundering investigations outside
investigations handled under this agreement and through the Strike Force only upon
approval by the Steering Committee. Absent such specific approval, all participating
agencies agree to utilize the Strike Force as the exclusive means to engage in state or local
investigations of all money laundering cases. conducted by their agency personnel other
than investigations conducted as part of a federally-directed joint operation.
. Notwithstanding this provision, an agency encountering money-laundering incidental to
another investigation may initially continue its investigative efforts until such time as the
Strike. Force accepts the investigation or approval for the agency to work the case outside
the Strike Force is granted. If the Strike Force Steering Committee declines toindudea
particular state or local money laundering investigation within its operations, a Strike Force
participating agency will be free to independently pursue the investigation Within the
parameters of law. Any such independent investigation will be outside the scope of the
Agreement and will not benefit from the extension of jurisdiction conferred by this
agreement. All money laundering investigative efforts incidental to another investigation
conducted by an agency prior to acceptance of the money laundering investigation by the.
Strike Force are outside the scope of this Agreement and will not benefit fromthe extension
of jurisdiction conferred by this agreement.
b. Any Strike Force participating agency that becomes aware of an investigation in violation
of the limits imposed by this clause shall immediately report it to the Chair of the Strike
Force Steering Committee. The Chair shall bring the matter to the attention of the Strike
Force Steering Committee as soon as practical. Violation of the commitment under this
clause may result in sanctions against the violating agency, which may include, but are not
limited to, permanent reduction in . the offending agency's share of forfeiture proceeds
obtained from Strike Force efforts or suspension or dismissal from the Strike Force.
5. The Steering Committee consists of command level representatives from the signatory
agencies to this agreement. The Steering Committee shall have plenary supervisory
authority over Strike Force planning and direction. The Steering Committee shall assure
that the Strike Force remains dedicated to its mission and primary goal of dismantling
organized money laundering organizations operating within Florida. The Strike Force
South Ronda Money Laundering Strike Force
_'>loluntary-Cooperation Mutual AiGAgreement(September 2008)
Page 3 of 39 Pages
Steering Committee will meet quarterly or as othelWise required to maintain an ongoing and
active oversight role. The Steering Committee shall select a Chairman and Vice-Chairman
from the signatory agencies. The Chairman shall serve one year. The Vice-Chairman shall
assume the Chair upon the expiration of the term of the current Chairman. The Steering
Committee shall select a new Vice-Chairman whenever the position becomes vacant.
6. The Strike Force Director will provide quarterly reviews to the Steering Committee and the
SAO reporting Strike Force investigative. intelligence and forfeiture activity. The Steering
Committee shall periodically. no less than twice yearly, assure that its meeting includes as
the main agenda item a review the objectives and accomplishments of the Strike Force, a
review of the success of the Strike Force in meeting its primary goal of dismantling
organized money laundering organizations within Florida, and shall issue directives and
cause such changes as may be necessary to assure the Strike Force efforts remain
productive and focused on the Strike Force's primary missions.
7. Each participating agency shall contribute personnel and resources to the Strike Force in
such numbers as are agreed to by the participating agency and the Strike Force Steering
Committee. Participating agencies shall assign personnel to the Strike Force based upon
their investigative experience and the operational needs of the Strike Force. Final
acceptance of personnel assigned to the Strike Force shall rest with the Strike Force
Director.
8. The Steering Committee shall regularly receive performance reports to review whether
resource contributions of participating agencies and funding are adequate to assure Strike
Force efforts are effective. The Steering Committee will also review and approve the Strike
Force's annual operational budget and administrative expenses and financial status report.
9. Actual law enforcement operations of the Strike Force will be supervised and directed by
sworn law enforcement officers of the Strike Force agreed upon by the Strike Force Director
to serve in an overall supervisory role. The Strike Force second-in-command should be the
rank of lieutenant or the operational equivalent to that rank. No person shall serve as
second-in-command who is not a full-time, certified officer with his or her employing entity.
The Strike Force Director may designate a team leader for specific field operations. The
team leader may be any sworn member of a signatory agency to this agreement. Each
Strike Force member participating in a Strike Force operation shall follow and adhere to,
and is presumed to be following and adhering to, the supervision and direction given by the
designated supervisor of the operation. If at any time the Executive Commander, Deputy
Commander or designated team leader determines that the Strike Force operation should
be terminated, all actions related to said operation as authorized by this Agreement are to
be promptly terminated in a manner assuring the safety of all involved law enforcement
officers. However, Strike Force-assigned officers or agents who are within their normal
territorial jurisdiction(s) may, acting unilaterally as officers or agents of their employing
agency, engage in continued investigative or enforcement actions as authorized by their
agency supervisor(s). Any such actions shall not be considered the operations of the Strike
Force and shall not fall within the privileges and obligations of this Agreement. Nothing in
this paragraph shall modify or relax the restrictions against unilateral money laundering
investigations by Strike Force participating agencies as addressed in Paragraph 4 herein.
10. Upon any termination of Strike Force operations, the supervisor shall document the
circumstances of the termination, including whether there appears to have been an
agency's unilateral continuation of investigative or enforcement activity, and the Strike Force
shall retain the documentation. The Strike Force and its member agencies are not
South Aorida Money laundering Strike Force
-V.oIuntaryCooperation Mutual Aid-Agreement-{September-2008).
Page 4 eX 39 Pages
responsible for the actions of any participating agency or its officers or agents conducted
after the Strike Force operation has been terminated or otherwise performed outside the
scope of this Agreement.
11. The Strike Force shall maintain a listing of Strike Force personnel serving as supervisors or
designated supervisors. Documentation shall be maintained by the Strike Force that will
reflect the involvement of sworn members in each Strike Force operation or investigative
activity and the assigned supervisor or designated leader for each such operation or activity.
No member of the Strike Force shall engage in Strike Force related activities that are
unauthorized, unreported or otherwise unknown to the assigned Strike Force supervisor or
designated leader and which are not documented as provided herein.
12. Any officer or agent participating in Strike Force operations shall promptly report to any
Strike Force supervisor any suspected unauthorized, unreported, undocumented, or
unsupervised investigative or enforcement activity of Strike Force personnel.
13. Any agency head of a party to this Agreement may request that a particular agency's
member of the Strike Force no longer be allowed to participate in the Strike Force. Upon
receiving the request, the Strike Force Director shall temporarily suspend the member's
active participation in Strike Force efforts. At its next meeting, the Steering Committee shall
determine whether the request should be honored on a permanent basis. Upon receipt
from the Steering Committee of a request to no longer allow a particular agency member's
participation in the Strike Force, the employing Agency shall promptly terminate the
member's participation in the Strike Force. Absent an objection by any other Party to this
Agreement, a Party to this Agreement may otherwise add, substitute, reinstate, or replace
any of its sworn or support employees participating in the Strike Force. If a Party objects to
any such action, the Steering Committee shall determine whether the action may proceed or
be maintained.
14. Jf a conflict arises between an order or direction provided by the assigned supervisor or
designated leader and a Strike Force member's employing Agency's rules, standards, or
policies, the conflict shall be promptly reported to the supervisor or leader when
circumstances safely allow a concern to be raised. The supervisor or team leader, in
conjunction with available members of the governing board as may be necessary, shaH
attempt to resolve the conflict in a manner to allow the Strike Force operation to continue
appropriately. No officer or agent shall be required to knowingly violate the policy of his or
her employing agency while participating in Strike Force operations.
15. The Parties to this Agreement may, by a written memorandum of understanding or written
attachments to this Agreement, identify or further define particular guidelines, policies, or
procedures to be utilized by members of the Strike Force when engaged in Strike Force
operations, provided that all such guidelines, policies and procedures are consistent with
Florida law and Florida or federal forfeiture guidelines and the terms of this Agreement.
However, Strike Force members' jurisdiction as provided under this Agreement may not be
altered by any such written attachment. In the absence of a written memoranda of
understanding or attachments, the policies and procedures to be utilized by Strike Force
members shall be clearly identified by the Strike Force supervisor, or if a supervisor is
unavailable, by a Strike Force team leader as designated by the supervisor. Written
guidelines, policies, or procedures adopted for use by the Strike Force as provided herein
may not be waived or abandoned by Strike Force supervisors or participants. However,
when engaged in Strike Force operations no Strike Force member will be expected or
required to violate or otherwise fail to maintain the member's employing Agency's standards
South Florida Money Laundering Strike Force
. ----~-- --- ._--~-- m_-voIuntary~ration -Mutual-AId-Agreement(September2008)
Page 5 of 39 Pages
of conduct, or be required to fail to abide by restrictions or limitations as may be imposed by
law, or the member's employing Agency's rules, standards, or policies.
PROCEDURE FOR REQUESTING AND AUTHORIZING ASSISTANCE
Officers assigned to Strike Force operations pursuant to this agreement shall be empowered to
render enforcement assistance and take enforcement action in accordance with the law and the
terms of this Agreement. Execution of this agreement and continued participation by the SAO
and one or more Strike Force member agencies shall constitute a general reciprocal, continuing
request for and granting of assistance between the members of the Strike Force which shall be
considered authorized in accordance with the provisions of this Agreement. No additional or
specific formal request for assistance is required.
USE AND DISTRIBUTION OF SEIZED FUNDS AND PROPERTY;
STRIKE FORCE ADMINISTRA TlVE EXPENSES:
1. The Parties to this Agreement recognize that law enforcement is the principal objective of all
asset forfeiture and that, as mandated by Section 932.704(11)(a), Florida Statutes, as
enacted by Chapter 95-265, Laws of Florida, the Strike Force's operations and each Party's
use of property, currency, or proceeds received by reason of state forfeiture actions are to
conform With "Florida's Forfeiture Guidelines" as developed and adopted by the Florida
Department of Law Enforcement, the Florida Sheriffs Association, and the Florida Police
Chiefs Association, a copy of which are incorporated herein as Attachment C. In the case
of federal forfeitures, applicable federal guidelines apply.
2. All Parties recognize that they are to avoid the appearance of impropriety in the acquisition,
sale, retention or transfer of any forfeited property, currency or proceeds derived from such
forfeiture, and that forfeiture funds may not be used to meet normal law enforcement
agency operating expenses of each Party unless otherwise provided by Florida law.
3. All participating parties acknowledge that the Strike Force has no independent spending
authority and is not empowered to encumber, grant, donate, or expend funds independently.
Authorizations for expenditures must be consistent with law and authority granted to
participating agencies and in support of the mission of the Strike Force and in accordance
With the approved budget. A participating Strike Force agency shall function as the
administrative agent for Strike Force operational expenditures. The City of Coral Gables
Police Department as empowered by the City of Coral Gables is currently responsible for
handling the administrative and support expenses incurred by the Strike Force in its
operations and is acting as the Strike Force's current administrative agent. If properly
authorized by law and the party's governing body, any other party to this Agreement may be
authorized by the Steering Committee to assume the role of Administrative Party.
4. Parties acknowledge that the Strike Force is not a permanent operation and could be
terminated at any time. Accordingly, the Strike Force shall avoid long-term commitments
via leases or rental agreements unless such agreements reasonably provide for
cancellation prior to their scheduled expiration dates. The Strike Force shall endeavor to
limit administrative expenses as much as reasonably possible, in order to maximize the flow
of forfeiture proceeds to the individual participating agencies. Administrative expenses for
which expenditure may be authorized may include, but are not limited to, expenses incurred
in the storage of seized funds pending forfeiture, expenditures for rent of Strike Force
facilities, rental of vehicles utilized in Strike Force investigative activity, providing phones,
desks, office supplies and equipment in support of Strike Force operations, plaques and
South ROOda Money Laundering Strike Force
.--votuntary Cooperation Mutual A1d1l.greement{September2008r--------
Page 6 of 39 Pages
"
other recognition awards for exiting members, food and refreshments for Strike Force
meetings and the payment of the salaries of a limited number of Strike Force administrative
and operational support personnel. Use of Strike Force resources to provide "percs" or
benefits beyond that which personnel assigned to the Strike Force would not otherwise be
entitled or provided by the employing agency of the personnel is expressly prohibited. Use
of Strike Force phones, accounts, equipment, vehicles, or other resources for other than
incidental personal purposes is prohibited.
5. Administrative expenses do not include the salaries or overtime compensation, in excess of
64 hours per month, of officers, agents, analysts, or other employees of Party agencies
assigned to the Strike Force, or the purchase of regular or special equipment or resources
by a Party agency that may be or are utilized in support of Strike Force operations.
Compensation for such costs is the sole responsibility of the employing agency, and may, if
authorized by law and applicable forfeiture guidelines, be paid from forfeiture funds received
by the agency.
6. Anticipated administrative expenses for an administrative agent (currently the Coral Gables
Police Department) during a budget year are to be identified by the administrative agent as
a Strike Force operational budget item, and are to be approved for reimbursement by the
Steering Committee in the Strike Force operational budget for the fiscal year. The Steering
Committee may approve all or a portion of the proposed administrative expenses. Once
approved, the administrative expenses may be reimbursed to the administrative agent in the
manner noted below. The administrative agent is not obligated to expend resources in
administrative support of the Strike Force if the Steering Committee does not approve the
expenses for reimbursement via the budget process. All Parties acknowledge that the
Strike Force itself has no authority to independently authorize the expenditure of seized or
forfeited funds, .or to make grants from such funds to others. As a result, reimbursement to
the Administrative agent (currently the Coral Gables Police Department) for its
administrative expenditures shall be done by a voluntary deferral of each Party's equitable
share of forfeiture funds otherwise due to it in the manner set forth below.
7. Florida and Federal forfeiture laws allow multiple agencies participating in the seizure and
forfeiture of property to equitably proportion the distribution of such property upon
successful conclusion of the forfeiture. Distribution of the proceeds from successful
forfeiture actions shall be equitable among the Parties to this Agreement and shall take into
account their relative roles in support of the efforts of the Strike Force unless an alternate
distribution allocation among the Parties has been agreed to.
8. Participating agencies agree that each agency should contribute a fair share toward the
annual administrative costs of the Strike Force. Such contributions will be effected by
deferring portions of forfeiture proceeds an Agency would otherwise be entitled to receive to
the benefit of the agency operating as administrative agent to cover the proportionate share
of the administrative expenses as noted herein. Such deferrals are to fairly and
appropriately reimburse, not enrich, the administrative agent agency. To reasonably
address the additional expenses incurred by the administrative agent for the administrative
and support expense role described herein and approved by the Steering Committee in its
operational budget, the other Parties agree that their respective proportionate share in the
distribution of forfeited funds will be reduced as approved by the Steering Committee in
such manner and amount to effect an increase in the share of forfeitures received by the
administrative agent (currently, the Coral Gables Police Department) for the extra
administrative expenses so incurred.
South Florida Money Laundering Sbike Force
Voluntary Cooperation Mutual Aid AgreementJ~ember2008}
-.. ...u - - -.-.--page'roT39 Pages
9. All Parties have an equitable ownership in the funds seized for forfeiture and interest earned
on those funds pending perfection of ownership via final order of forfeiture. However, to
further address the additional expenses incurred by the Administrative agent for the
administrative and support expense role described herein and approved by the Steering
Committee in its operational budget, the Parties have agreed that all interest eamed yearly
on funds seized and pending forfeiture up to a maximum amount set by the Steering
Committee at the time the yearly budget is approved shall be distributed to the
Administrative agent upon final order of forfeiture in a manner consistent with this
Agreement and law, with such funds to be applied to the approved administrative and
support expenses. Any interest eamed yearly in excess of the maximum amount set by the
Steering Committee shall be included in the funds to be equitably distributed among the
Parties to this Agreement and shall take into account their relative roles in support of the
efforts of the Strike Force unless an alternate distribution allocation among the Parties has
been agreed to.
10. The Steering Committee may approve on a case-by-case basis the adjustment of one or
more distributions of forfeiture funds to Strike Force participating agencies to specifically
increase a Party's share of forfeiture distribution funds for an unusual or substantial
expense incurred by the Party directly associated with its participation in Strike Force
activities. In order for such reimbursement to occur, the expenses must have a substantial
nexus with the Strike Force's operations and mission. The Strike Force members
acknowledge they have no independent authority by reason of this Agreement to disburse
funds other than as authorized by law and as approved by each party's governing entity.
11. Each participating agency is solely responsible for assuring its use of distributed forfeiture
funds is in compliance with state law and mandatory state and federal forfeiture guidelines.
By continued participation in the Strike Force, each participating agency warrants it is
operating in compliance with state law and mandatory guidelines. The Steering Committee
shall assure regular training of Strike Force officers and agents as required by the State
Guidelines occurs and is documented. Upon request of the SAO, a participating agency will
provide documentation or certification demonstrating such compliance. Any participating
agency found not to be operating within applicable forfeiture law and guidelines shall be
suspended from Strike Force participation and forfeiture fund distribution until such time as
the Agency demonstrates it is in compliance with law and guidelines.
12. The Parties to this Agreement acknowledge that under federal guidelines, funds derived
from federal forfeitures are not to be commingled with funds derived from state forfeitures,
and are to be maintained in a separate trust fund account, to be expended only in a manner
as allowed by applicable federal guidelines. All Parties agree to file in a timely fashion all
reports or accountings of receipts or expenditures of forfeiture funds as are req uired by
state or federal law or applicable guidelines.
PROPERTY SEIZURE AND FORFEITURE CONSIDERA TIONS:
1. No funds or other property seized by Strike Force operations are to be utilized by any Strike
Force agency prior to successful forfeiture or until title or interest in the funds otherwise
lawfully vests in one or more Strike Force agencies. Forfeiture actions based upon seizures
made by the Strike Force may be pursued in either state or federal actions. Actions shall be
based upon current statutory and case law, and shall be consistent with applicable state or
federal forfeiture guidelines. The Parties agree that the Office of the State Attorney of the
Eleventh Judicial Circuit, through its attorneys, will be primarily responsible under this
Agreement for pursuing all Strike Force forfeiture actions on behalf of all of the Parties in
South AOIida Money Laundering Strike ForceeVoluntary Cooperation Mutual Aid Agr~lT1eflt l~ptember ~OQ~L
p------Paged8 of 39 Pages
state court in Miami-Dade County and through out the State of Florida. The Office of the
United States Attorney, Southern District of Florida, will be primarily responsible for federal
forfeiture actions. However, this provision shall not preclude the use of other forfeiture
attorneys or personnel as needed on particular matters and as authorized by the Steering
Committee and agreed to by the above-noted primary entities responsible for forfeiture
litigation.
2. Any Party to this Agreement or any prosecutor handling the criminal prosecution of Strike
Force cases may request copies of forfeiture complaints and pleadings filed by reason of
Strike Force seizures and such copies shall be promptly provided to the requester.
Forfeiture actions are to be coordinated with criminal prosecutions. If any legal dispute or
concern as to the form or sufficiency of forfeiture actions or other action proposing to vest
the interest of Strike Force agency(ies) in seized cash or property is raised by any of the
Parties to this Agreement, an attempt to resolve the issue through informal discussion and
contact shall be made. In the event any Party responsible for filing and handling a forfeiture
action believes there is an insufficient basis upon which to pursue the forfeiture of particular
seized cash or property, and the concerns cannot be resolved, no forfeiture action on behalf
of the Strike Force is to be filed.
3. All options available under law to state and local law enforcement agencies with regard to
unclaimed evidence or abandoned property, gifts and plea agreements are available to the
Strike Force, provided the property under consideration otherwise qualifies under law for
such consideration.
4. Pursuant to Section 932.704(7), Florida Statutes, when a claimant and the Strike Force
agree to settle the forfeiture action prior to the conclusion of the forfeiture proceeding, the
settlement agreement shall be reviewed, unless such review is waived by the claimant in
writing, by the court or a mediator or arbitrator agreed upon by the claimant and the seizing
law enforcement agency. If the claimant is unrepresented, the settlement agreement must
include a provision that the claimant has freely and voluntarily agreed to enter into the
settlement without benefit of counsel. A copy of the settlement agreement is to be retained
in the investigative case file giving rise to the forfeiture and settlement.
GUIDELINES FOR MONEY PICKUPS, TRANSFERS AND SECURITY;
AUDITS AND REVIEWS:
1. The Parties to this Agreement recognize that substantial sums of cash will be seized by
reason of Strike Force operations, and are committed to assuring that all such seizures are
done with the greatest degree of security and integrity possible. The Strike Force will utilize
procedures established by written directive of the Strike Force relating to the seizure of
property for forfeiture and the seizure of contraband. At no time shall a Strike Force
participant seize, handle, transport or count seized funds alone. Pursuant to Section
932.704(11)(b), Florida Statutes, the determination of whether to seize currency must be
made by Strike Force supervisory personnel. Such determination must be documented in a
manner to indicate the supervisory personnel providing such authorization. The attorney
assigned to handle Strike Force forfeitures must be notified as soon as possible. In the
absence of, or unavailability of that attorney, notification shall be made to the Strike Force
Director.
2. No investigative money laundering by the Strike Force or its participating agencies may
occur unless it is a means to an investigative end, rather than an end in and of itself.
Authorized laundering may only be conducted as part of reverse sting or as an interim step
South Florida Money Laundering Strike Force
Voluntary Cooperation Mutual Aid Agreement (Se~!Tl~r 2QO-ID_
.-- -----Page-g-0f3{fPages-- ---
reasonably expected to lead to the seizure of drugs, illicit funds, and/or arrests of those
engaged in unlawful money laundering consistent with Section 896.105, Florida Statutes.
3. The Strike Force will utilize procedures established in writing by the Strike Force relating to
the handling of evidence. A copy of Strike Force Directive 1.3, relating to forfeitures and
seizures, is attached as Attachment A to this Agreement. A copy of Strike Force Directive
1.4, relating to the handling of evidence, is attached as Attachment B to this Agreement.
Both of these Directives currently apply to Strike Force operations. The Parties to this
Agreement acknowledge in signing this Agreement that they have reviewed the
Attachments.
4. The Strike Force may modify, supplement or substitute written guidelines, provided that any
modification, supplementation, or substitution assures as a minimum that all non-cash
property coming into the custody of Strike Force members shall be treated as evidence,
utilizing standard and commonly-accepted means of securing and handling same, and that
all seizures of cash shall be done with appropriate checks and balances implemented to
assure that all cash seized is accounted for, and properly secured until such time as title or
interest in such funds lawfully vests in the seizing agency(ies) and the Strike Force. Copies
of written guidelines or directives shall be provided any Party upon request.
5. The Steering Committee will determine the type, nature and extent of audits or reviews
pertaining to Strike Force efforts, to include as a minimum an audit of Strike Force finances
once every two years. In addition, the SAO may at any time order a review and audit by an
auditor designated by the SAO of Strike Force operations with regard to the seizure and
handling of all evidence, property or cash, use and disposition of property, currency or
proceeds received by any Party by reason of a forfeiture, or any other aspect of Strike
Force operations. The Strike Force Director or the Steering Committee by majority vote
may request at anytime that such a review and audit be performed by the SAO. The Parties
agree to cooperate in any such audit by allowing full access to documents, personnel and
facilities necessary to perform the audit function. The Parties agree to cooperate in any
federal audit of Strike Force forfeiture activities as may be required or requested by the
United States government.
COMPLAINTS AGAINST STRIKE FORCE MEMBERS:
1. Each person assigned to the Strike Force shall promptly report any suspected criminal
activity or violation of rule or policy of any other member of the Strike Force or any person
with whom the Strike Force is conducting business.
2. Whenever a complaint has been lodged as a result of Strike Force efforts, a designee of the
SAO shall ascertain at a minimum:
The identity(ies) of the complainant(s) and an address where the complainant(s) may be
contacted, the nature of the complaint any supporting evidence or facts as may be
available, including the names and addresses of witnesses to that which has been
complained about, the identity(ies) of the Strike Force participant(s) accused and the
employing Agency(ies) of the participant(s) accused.
3. The SAO will promptly provide to each affected employing Agency the above information for
administrative review and appropriate handling or disposition. Each affected employing
Agency shall, upon completion of said review, promptly notify the SAO of its findings and
any actions taken.
South Florida Money laundering Strike Force
Voluntary Cooperation Mutual Aid Agreement (September 2008)
- -~---- ---- ----pagefO-of39Pages--- -- ------- .
4. Upon assignment to the Strike Force, and once yearly, each person assigned to the Strike
Force shall be provided notification that he or she is obliged to report any wrongdoing or
impropriety by any Strike Force personnel. A local method of reporting such shall be
provided, and the name, email address and phone number of the SAO Investigations
Division shall also be provided as an option for making any such report, whose phone
number is (305) 547-0669.
INTERPLA Y WITH FEDERAL AND OTHER AUTHORITIES:
1. The Parties to this Agreement recognize that the federal law enforcement authorities have
requested that the efforts of the Strike Force be closely coordinated with federal authorities
having interests in money laundering investigations. The Parties recognize that federal
agents will, as necessary, be co-located at the Strike Force headquarters or otherwise
provided access to Strike Force operations and planning.
2. International movement of funds: No direct movement of funds internationally, or
transactions which are known by the Strike Force to be an interim step prior to a specifically
planned, expected, or known international transfer of funds shall occur unless the federal
agent(s) assigned to work with the Strike Force are provided prior notice and federal
approval and participation is secured. If a federal agency has an objection to any proposed
operation of the Strike Force involving international movements of money, the operation is
not to proceed until the federal objections are resolved, giving federal interstate and
international responsibilities and concerns appropriate deference. The Strike Force shall
not directly or knowingly indirectly engage in international movements of funds without
securing authorization and participation from at least one federal agency having appropriate
jurisdiction.
3. Interstate movement of funds within the United States:
(a) Federal notification: A federal agent with appropriate juriSdiction assigned to work
with the Strike Force (normally, a DEA Agent) must receive notification of any intended
interstate movement of funds prior to the actual movement of the funds. The federal agent,
upon receiving notification as provided herein, shall coordinate the Strike Force's efforts
with other federal law enforcement agencies and make appropriate notification of the
proposed transaction(s). If a federal agency objects to a proposed interstate movement of
funds, no movement shall occur until the federal objections are resolved. The date of
original federal agent notification and the absence of objection shall be specifically
documented on the funds. transfer authorization form. In the event of exceptional
circumstances that do not allow timely prior notice to the federal agent, funds may be
moved interstate upon the approval of the Director of the Strike Force, or in the absence of
the Director, his/her designee. The notice required by this section shall occur as soon as
practicable, but in no case longer than 48 hours after the interstate movement of funds has
begun.
(b) Recipient or involved state notification: Strike Force interstate movements of money
not otherwise involving the active participation of a federal agency shall be in coordination
with law enforcement agencies in the recipient or involved other states. In operations not
actively involving a federal agency, the Strike Force shall not unilaterally conduct money
transfers in another state, without notifying the appropriate state, or local law enforcement
agericies of the proposed activities. Nothing in this Agreement provides Strike Force
members with jurisdiction beyond the geographic limits of the State of Florida. Strike Force
South Florida Money Laundering Strike Force
. Yolun~ry .Cooper~tiQ!1fylutual.A!~LAg~~J1HSe~robec2.QD8)
Page 11 of 39 Pages
operations are to be performed in a manner to minimize and avoid conflict with the actions
of, and mission of, federal agencies and other states' law enforcement agencies.
(c) Domestic security: Recognizing that money laundering is an important tool of
domestic and international terrorist organizations, no transfer of funds by the Strike Force
shall occur until the Strike Force has checked available law enforcement intelligence
databases, including, but not limited to, FDLE's "In-Site" to assure there is no believed
connection between the proposed transfer of funds and terrorism. If there is a reasonable
belief that the funds will be utilized by a terrorist organization, no transfer shall occur.
Notwithstanding this prohibition, if the transfer of funds is essential to an investigation of the
terrorist organization, and will substantially assist in the detection and apprehension of
terrorists, or the interference with their planned objectives, upon approval of the Steering
Committee, and with the approval of the primary agency investigating the terrorist
organization, a transfer may occur.
POWERS, PRIVILEGES, IMMUNITIES, COSTS, LIABILITY AND RELA TED
ISSUES; STRIKE FORCE SUPPORT CONSIDER A TIONS:
Each Party engaging in any mutual cooperation and assistance pursuant to this Agreement
agrees to assume its own liability and responsibility for the acts, omission, or conduct of such
Party's own employees while such employees are engaged in rendering such aid, cooperation
and assistance pursuant to this Agreement, subject to the provisions of Section 768.28, Florida
Statutes, where applicable. All personnel assigned to the Strike Force remain ultimately
accountable to their respective employing agencies. In turn, each employing agency remains
responsible for such employees and assumes any liability for the actions of its employees while
assigned to the Strike Force. Each agency is individually responsible for securing supplemental
insurance as may be desired to cover potential losses or liabilities associated with the Strike
Force operation. With regard to the rental or lease of vehicles for use by the Strike Force
personnel, the participating Law Enforcement Agencies of the South Florida Money Laundering
Strike Force hereby agree to the extent permitted by Law to indemnify from any liability and
hold harmless the other participating Law Enforcement Agencies of the South Florida Money
Laundering Strike Force for any negligent acts or negligent omissions committed by their
respective personnel while acting within the scope of their employment. Therefore, in
consideration of the mutual terms and conditions contained herein, the parties agree as follows:
Each participating Law Enforcement Agency of the South Florida Money Laundering Strike
Force hereby agree to secure or otherwise maintain its own automobile liability insurance or
maintain a self-insuring fund for the term of this Agreement in the amounts determined by each
participating Law Enforcement Agency to adequately insure each participant's liability derived
from the use of the leased or rental vehicles assumed herein, but in no event shall such
coverage be less than the amount of statutory waiver of sovereign immunity.
Each Party to this Agreement agrees to furnish necessary personnel, property, police
equipment, vehicles, resources and facilities to render services to each other Party to this
Agreement in order to effect the purposes of the Strike Force and agrees to bear the cost of
loss or damage to its equipment, vehicles, or property so provided. Parties understand and
agree that they will be responsible for their own liability and bear their own costs with regard to
their property and resources, or personnel expenses incurred by reason of death, injury or
incidents giving rise to liability. This provision shall not preclude, as otherwise authorized
herein, the purchase of administrative support property or resources.
South Rorida Money laundering Strike Force
VQlunta!y~~ration Mutual Aid (l.J;1r~~JItenU~j)tem~L2QOa)
Page 12 of 39 Pages
Each Agency furnishing aid pursuant to this Agreement shall compensate its employees during
the time such aid is rendered and shall defray the actual expenses of its employees while they
are rendering such aid, including any amounts paid or due for compensation due to personal
injury or death while such employees are engaged in rendering such aid. The privileges and
immunities from liability, exemption from laws, ordinances, and rules, and all pension,
insurance, relief, disability, workers' compensation, salary (including overtime compensation or
compensatory time), death and other benefits that apply to the activity of an employee of an
Agency when performing the employee's duties within the territorial limits of the employee's
Agency shall apply to the employee to the same degree, manner, and extent while such
employee acts under this Agreement. This provision shall not preclude payment by a Party of
compensation (including overtime compensation) to the Party's officers, agents, analysts, or
other personnel assigned to the Strike Force, if allowed by Florida or federal law and applicable
state or federal guidelines, through the use of legally vested Strike Force funds if the Party has
obtained the necessary approval and authorization for such payment from the Party's governing
commission or (if a state agency) the Legislature.
The privileges and immunities from liability, exemption from laws, ordinances, and rules, and
pension; insurance, relief, disability, workers' compensation, salary, death, and other benefits
that apply to the activity of an employee of an agency when performing the employee's duties
within the territorial limits of the employee's agency apply to the employee to the same degree,
manner, and extent while engaged in the performance of the employee's duties extraterritorially
under the provisions of this Agreement. Each participating Party shall bear its own liability
arising from acts undertaken under the Agreement except as may be otherwise allowed under
Chapter 23, Florida Statutes, and any agreement by a participant to the contrary is void. The
Administrative Agency may request purchase of optional insurance or other reasonable actions
by the other Parties as a means of helping reduce the Administrative Agency's exposure to
claims or liability incurred solely by reason of its role as Administrative Agency in renting
automobiles or entering into contractual agreements on behalf of the Strike Force. Such
requests shall be approved by the Steering Committee, but if not approved, the Administrative
Agency shall not be obligated to enter into any particular rental or contractual obligation on
behalf of the Strike Force.
OBLIGA TION TO COORDINA TE WITH PROSECUTOR'S OFFICE:
1. A principal goal of this Strike Force is the successful prosecution of criminal
violators. Successful prosecution requires close coordination with prosecuting authorities,
both in the state and federal courts. Members of the Strike Force are obligated to
coordinate their efforts in such a way as to support the efficient prosecution of cases,
including, but not limited to, prompt responses to requests from prosecutors for information
or assistance in handling Strike Force generated cases, and reasonable availability for
pretrial conferences with prosecutors, discovery depositions, pretrial hearings and trials.
Civil or administrative actions derived from Strike Force operations are likewise to receive
coordinated support efforts from Strike Force members.
2. Strike Force supervisors shall monitor the efforts of Strike Force members in support of
criminal prosecutions, civil actions, administrative actions and forfeiture cases. Such
monitoring shall include regular contact with assigned prosecutors or attorneys pursuing
actions on behalf of the Strike Force to assure the expected level of support from Strike
Force members is occurring. Failure by a member of the Strike Force to support such
efforts on a routine and regular basis in the manner set forth herein shall constitute grounds
for suspension or removal from the Strike Force and reduction or elimination of the agency's
share of forfeiture proceeds derived from Strike Force operations.
South Florida Money Laundering Sbike Force
n.YQl!.!n~ry ~~.QO M\.I!\JalAid Agr~me.nt (September20Q8j_
Page 13 of 39 Pages
PRIMARY STRIKE FORCE EFFORTS;
SEM~NNUALPROGRESSASSESSMEN~
1. The Strike Force has as its prime mission these primary areas of activity:
./ Money laundering investigations, including the seizure and forfeiture of funds derived
from drug or other criminal activity and the investigation and prosecution of those
involved in such activity;
./ Criminal investigation and prosecution of those involved in organized drug trafficking
enterprises and those involved in other drug related criminal activity, and efforts to
disrupt and dismantle organizations involved in such illegal activity.
2. The Parties agree to provide sufficient and continued support and personnel resources to
each of the above areas of activity, in a manner and to an extent determined and approved
by the Steering Committee, or as may be requested by the SAO.
3. The Steering Committee no less than twice yearly review and evaluate the progress and
success of efforts in each of the primary areas of activity. To the extent resources are
available, they shall be reallocated to address observed deficiencies or to otherwise better
assure the balanced success of the primary Strike Force efforts.
INTERPLA Y OF STRIKE FORCE AGENCIES WITH FLORIDA VIOLENT
CRIME AND DRUG CONTROL COUNCIL FUNDED INVESTIGA TIVE
EFFORTS
The mission of the Florida Violent Crime and Drug Control Council includes providing matching
funding of significant drug and money laundering investigations within the state. To the extent
that any investigation funded by the Council develops leads related to significant money
laundering affecting investigative efforts of any participating Strike Force .agency, the Agency
shall relate the leads to the Strike Force Steering Committee, and the Steering Committee shall
determine whether the money laundering aspect of the Council-funded investigation warrants
inclusion as a Strike Force investigation.
COpy TO EACH PARTICIPA TING STRIKE FORCE MEMBER:
When this Agreement is fully executed, a copy shall be provided to each Strike Force member
so that each member may be fully aware of the powers, limitations, and expectations applicable
to Strike Force members and operations.
TERM AND EFFECT OF AGREEMENT; OBLIGA TION TO TIMEL Y RA TIFY;
MEANS OF CANCELLA TlON; AUTOMA TIC EXTENSION; INTERIM
CLARIFICA TIONS OR MODIFICA TlONS:
1. This Agreement is the successor agreement to the original Agreement first establishing
the predecessor Strike Force, known as the Multi-Agency Money Laundering and Anti-
Drug Trafficking Strike Force ("IMPACr') and all subsequent renewals thereof. It shall
South Florida Money Laundering Strike Force
Voluntary Cooperation Mutual Aid Agreement (Septem~.I200.el~
- - n --~------~~~-Page14 of 39 Pages
---- --- ~- ------------.
be effective as to the executing Parties upon execution by the SAO and at least one
other participating Agency. As each additional Party executes this Agreement, it shall
be effective as to the newly executing Party. Upon execution, this Agreement
supercedes previous versions of the agreements. Failure by a Party to secure a timely
ratification of this superceding agreement will result in said party's participation in the
Strike Force being suspended until such time as the Party executes the Agreement.
2. This Agreement shall remain in full force as to all participating Parties until September 1,
2009, unless earlier canceled in writing by the SAO as to all or separate Parties, or as
canceled in writing by an individual Party as related to that Party as provided herein. In
order for the Strike Force to continue operations beyond September 1, 2009, this
Agreement must be renewed in writing by the participating Parties.
3. The terms of this Agreement may be clarified or modified, consistent with state and
federal law and guidelines, by supplemental Memoranda of Understanding signed by the
participating parties. Any such Memorandum shall incorporate by reference this
Agreement, and shall become a part of this Agreement by inclusion as an Exhibit
hereto. All such Exhibits are to be sequentially lettered and labeled as an attachment.
Master copies of the current Agreement will be maintained by the SAO, the FDLE Office
of Mutual Aid Coordinator and by the Strike Force Director.
4. This Agreement may be duplicated for dissemination to all Parties, and such duplicates
shall be of the same force and effect as the original. Execution of this Agreement may
be signified by properly signing a separate signature page, the original of which shall be
returned to the attention of:
David M. Paulus
Executive Director, SFMLSF
State Attorney's Office
1350 NW 12th Avenue
Miami, Florida 33136-2111
Upon receipt, originals will maintained by the Strike Force Director. Any written
cancellation or extension shall be forwarded to the SFMLSF at the same address.
5. By signing the agreement, each representative of a party represents that he or she is
fully authorized to enter into this agreement, and that the Party for which the
representative is signing accepts the terms, responsibilities, obligations and limitations
ofthis Agreement, and agrees to bound thereto to the fullest extent allowed by law.
(Rest of this page intentionally left blank.)
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South Ronda Money Laundering Strike Force
Voluntary Cooperation Mutual Aid Agreement (September 2008)
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South Florida Money Laundering Strike Force
Voluntary Cooperation Mutual Aid Agreement (SepteJ!!.ber 2QO~L________________________
- - ---.-- --------- --- . - .---Page16of39Pages--
Party's Acceptance of the September 2008 SOUTH FLORIDA MONEY LAUNDERING
STRIKE FORCE VOLUNTARY COOPERATION MUTUAL AID AGREEMENT
Pursuant to F.S. 23.1225(3), this agreement may be entered into by a sheriff, a mayor or chief
executive officer of a municipality or county on behalf of a law enforcement agency, if
authorized by the governing body of the municipality or county. By signing below, an indication
of such authorization is being made.
Any signatory may attach to this signature page any further evidence of authorization you wish
to remain on file at the SAO along with this signature page.
************************************************************************************************************
I hereby acknowledge that I have been authorized by the governing
body of the municipality to enter into this Agreement on behalf of the
City of Aventura Police Department.
Signature
Print or Type Name
Title:
o Mayor
o Chief Executive Officer, to wit:
Date:
~~~~'
'Cliief 0 Pol.~X -- - -
Date: r /.r. ~f>
,
-
South Florida Money Laundering Strike Force
Voluntary Cooperation Mutual Aid Agreement (September 2008)
Page 25 of 39 Pages
ATTACHMENT A:
Strike Force Forfeitures and Seizures Directive (Rev. 10/06)
A. FORFEITURE - means anything that is taken into custody by the SFMLSF
investigators that falls under the Florida Forfeiture and Contraband Act. In
general, all Asset Forfeitures will be conducted under Coral Gables Police
Department procedures.
1 . All property that is taken under forfeiture will be:
a. Placed into the Coral Gables Police Department Property Unit or,
as in case of vehicles, recorded on Coral Gables Police
Department Vehicle Storage Reports after inventory search. (See
attached Coral Gables Police Department Policy number #050)
b. All property will be listed in the Coral Gables P.O. Case Report and
copies forwarded to the appropriate forfeiture attorney by 5pm the
next business day.
. B. SEIZURE OF CONTRABAND - means taking into custody anything illegal to
possess. (See Currency Handling Procedures)
1. All seizures will be placed in the Coral Gables Police Department Property
Unit or applicable seizing agency.
2. All property that is taken into custody will be:
a. Fully documented on Coral Gables Police Department Property
Receipt.
b. All seizures will be listed in the Forfeiture/ Confiscation's Report
and copies sent within 24 hours to the Dade County SAO Forfeiture
Attorneys and the Confiscation Unit.
3. In all instances where controlled substances are seized that are in the
amount which warrants trafficking charges or instances where monies are
seized in excess of $1,000, the SFMLSF will assign at least three
iiwestigators to the custody of the contraband or monies. The
investigators will maintain ~ustody until the controlled substance or
monies are placed into the Coral Gables Police Department
Property/Evidence room or applicable seizing agency.
4. In all seizures, it is required to complete the SFMLSF zy Entry Form.
This form is to be completed by the case agent.
South Florida Money Laundering Strike Force
.n ______. ._____..__nn__n___...YoIun~ Cooperation Mutual Ai~eeme_nt(Septem~r_;29Qf}L__.
Page 36 of 39 Pages
ATTACHMENT B
Strike force Evidence Directive
A. Each investigator is responsible for the evidence he or she has the occasion to
purchase or seize. All controlled substances are to be treated in a very thorough
and careful manner.
B. All evidence will be turned in to the Coral Gables Police Department
Property/Evidence Unit as soon as possible after its seizure.
C. Evidence will not be stored in any facility other than the Coral Gables Police
Department Property Unit (Le., desk, lockers, etc.). Controlled substances will
always be checked into the Coral Gables Police Department Property Unit prior
to the end of the investigator's tour of duty.
D. Tests of controlled substances to establish probable cause will be done at the
scene by the impounding investigator and the results documented in the
SFMLSF Report.
E. Chemical analysis of controlled substances will be performed by the Miami-Dade
Crime Lab or other facility as determined by the Task Force Executive
Commander. The investigator is responsible for:
Coral Gables Property Receipt
Miami Dade County Lab Analysis Form
Miami Dade County Property Receipt with Miami Dade County
Case number.
F. Three' investigators are required when handling trafficking amounts of controlled
substances or amounts of currency in excess of $1,000.
G. When an arrest for a controlled substance is made, the arresting investigator will
be responsible for maintaining the integrity of the evidence, until it is turned in to
the Coral Gables Property/Evidence unit.
* As the Coral Gables Police Department. is our primary evidence repository see
attached Coral Gables Police Department SOP #050 (Evidence and Property) in order
to comply with those regulations.
South Aorida Money Laundering Strike Force
Voluntary Cooperation Mutual Aid Agr~~t (Sl!!P~mbet2W8) ...
n Page 37 of 39 Pages
AITACHMENT C
Florida's Mandatory Statewide Forfeiture Guidelines
(TheSe Apply To ALL Florida Law Enforcement Agencies Independent of This Agreement~
......
Guidelines and Training Procedures
To Be Used By State and Local Law Enforcement Agencies
And State Attorneys in Implementing
The Florida Contraband Forfeiture Act
~
"- ~ ---..--..
I. Policy Statement
The Florida Contraband Forfeiture Act, Sections 932.701 through 932.707, Florida Statutes, (Act)
authorizes law enforcement agencies to seize and forfeit real and personal property, including currency,
vehicles, aircraft, and other contraband articles that are used in violation of the Act.
The Act also allows seizure and forfeiture of any controlled substance as defined in Chapter 893, Florida
Statutes, or any substance, device, paraphernalia, or currency or other means of exchange that was used,
was attempted to be used, or was intended to be used in violation of any provision of Chapter 893, Florida
Statutes if a nexus can be clearly demonstrated between the article(s) seized and the narcotics activity,
whether or not the use of the contraband article(s) can be traced to a specific narcotics transaction.
It is the policy of the State of Florida that law enforcement agencies shall utilize the provisions of the Act to
deter and prevent the continued use of contraband articles for criminal purposes while protecting the
proprietary interests of innocent owners and lienholders and to authorize such law enforcement agencies
to use the proceeds collected under the Act as supplemental funding for authorized purposes. The
potential for obtaining revenues from forfeitures must not override fundamental considerations such as
public safety, the safety of law enforcement officers, or the investigation and prosecution of criminal
activity.
It is also the policy of this state that law enforcement agencies ensure that, in all seizures made under the
Act, their officers adhere to federal and state constitutional limitations regarding an individual's right to be
free from unreasonable searches and seizures, including, but not limited to, the illegal use of stops based
on a pretext, coercive consent searches, or a search based solely upon an individual's race or ethnicity.
The Act provides procedural safeguards for those claiming or having an interest in the seized property,
including bona fide lienholders, lessors, and innocent co-owners. The Act complements the other options
available to Florida law enforcement agencies in addressing criminal activity, is a valuable tool of law
enforcement to be used by Florida law enforcement agencies to assist their law enforcement mission, and
is to be preserved and wisely used as a valuable weapon in Florida's law enforcement arsenal.
II. Purpose
The purpose of these Uniform Standards is to provide statewide guidelines for law enforcement policies
and procedures used in seizing, maintaining, and forfeiting property under the Act and to provide training
procedures to be used by state and local law enforcement agencies and state attorneys in implementing
the Act. Compliance with these Standards will enhance the goal of establishing more uniform forfeiture
practices throughout the state. These Uniform Standards are to be interpreted in a manner to assure that
to the greatest extent possible there is uniformity of policy and procedure throughout the state. It is not the
intent or purpose of these Standards to create new rights of parties or new defenses to forfeiture actions.
All rights and actions are defined by the substantive provisions of the Act itself or other applicable law.
III. Principles
Soulh Florida Money Laundering Strike Force
Voluntary Cooperation Mutual Aid Agreement (S~tember 2008)
- - --------n------page ~-Of39 PageS - -------
The following principles should be incorporated within the policies and procedures of any state or local law
enforcement agency involved in the seizure and forfeiture of property under the Act-
A. LAW ENFORCEMENT IS THE PRINCIPAL OBJECTIVE OF ASSET FORFEITURE. The
potential for obtaining revenues from forfeitures must not override fundamental considerations such as
public safety, the safety of law enforcement officers, the investigation and prosecution of criminal activity,
and respect for the rights of individuals as provided by law.
B. The employment, salary, promotion or other compensation of a law enforcement officer or
attorney should not depend on obtaining a quota of seizures.
C. Agencies should ensure, through the use of written policy and procedures and training,
compliance with all applicable legal requirements regarding seizing, maintaining, and forfeiting property
under the Act.
D. When property other than currency is seized for forfeiture, the probable cause supporting the
seizure should be promptly reviewed by a supervisor who is not directly involved in making the seizure.
The determination of whether to seize currency must be made by supervisory personnel. The agency's
legal counsel must be notified as soon as possible of all seizures.
E. The determination of whether an agency will file a civil forfeiture action should be made by the
agency head or other command level designee who is not directly involved in making the seizure.
F. Every seizing agency should have policies and procedures promoting, when there is no other
legitimate basis for holding seized property, the prompt release of such property as may be required by
the Act or by agency determination. To help assure that property is not wrongfully held after seizure, every
agency shall have policies and procedures ensuring that all asserted claims of interest in seized property
are promptly reviewed for potential validity.
G. A seizing agency may not use the seized property for any purpose until the rights to, interest in,
and title to the seized property are perfected in accordance with the Act. This does not prohibit the use or
operation necessary for reasonable maintenance of seized property. Reasonable efforts shall be made to
maintain seized property in such a manner as to minimize loss of value.
H. Settlement of any forfeiture action shall be consistent with the mandates of the Act and in
compliance with agency policy or directive.
I. All forfeited property retained for law enforcement use should be maintained and utilized in
accordance with the Act, and should be subject to the same controls with regard to property acquired
through the agency's normal appropriations process.
J. Any agency receiving forfeiture proceeds should maintain such moneys in a special fund as
provided by law, which is subject to normal accounting controls and financial audits of aU deposits and
expenditures. If the seizing agency is a county or municipal agency, the proceeds and interest thereon
may not be used to meet normal operating expenses of the law enforcement agency. Seizing agencies
must file reports as required by the Act.
K. Each state or local law enforcement agency that seizes property for the purposes of forfeiture
shall periodically review the agency's seizures of property, as well as settlements and forfeiture
proceedings initiated by the agency to determine whether such seizures, settlements and forfeitures
comply with the Act and these Standards. Such review should occur at least annually. If the review
suggests deficiencies, the agency shall promptly move to ensure the agency's compliance with the Act
and these Standards.
L. Agencies should avoid the appearance of impropriety in the acquisition, sale, retention, or transfer
of any forfeited property or proceeds derived from such property.
South Florida Money Laundering Strike Force
Voluntary Cooperation Mutual Aid Agreement (Sept~!!l~r 20Q~L
.--- ...-- -.-----cpage -39.0139 Pages - -
M. Agency personnel involved in the seizure of property for forfeiture shall receive periodic training as
noted in Section IV, below.
IV. Training Procedures
Each state or local law enforcement agency shall ensure that its officers involved in seizing property for
forfeiture under the Act receive basic training and continuing education as required by the Act. Each
agency shall maintain records demonstrating an officer's compliance with these training requirements. A
portion of such training must address legal aspects of forfeiture, including search and seizure, or other
constitutional considerations.
(End of Mandatory Forfeiture Guidelines).
End Of September, 2008 Mutual Aid Agreement and Attachments
South Aorida Money Laundering Strike Force
Voluntary Cooperation Mutual Aid Ag~~~e_n_l (S~tember ~<!9~) ._
U. _____________.____ ---------------- .-- ?age-40 Of 39 Pages
--.----------.---- ------
CITY OF AVENTURA
OFFICE OF THE CITY MANAGER
MEMORANDUM
FROM: Eric M. Soroka, ICMA-CM
TO: City Commission
DATE: August 22,2008
SUBJECT: Recommendation to select Firm for RFQ #08-07-18-2, Design and Build
Classroom Additions to Charter School
September 9, 2008 City Commission Meeting Item 5 'b
RECOMMENDATION
It is recommended that the City Commission adopt the attached Resolution which ranks
the firms to perform Design and Build Services relative to the classroom additions for
the Charter School. The Resolution ranks the firm of Kaufman Lynn Inc.lPGAL
Architects as the recommended company of the Review Team and authorizes the City
Manager to negotiate a contract.
BACKGROUND
As previously authorized, the City issued a Request for Proposals (RFP) for qualified
firms to provide Design Build Services relative to the classroom additions for the
Charter School. This process was selected to expedite the project. A Review Team
consisting of the Finance Director, Capital Projects Manager, Principal, Vice Principal
and the City Manager was formed to receive and evaluate the proposals and interview
firms to prepare a recommendation to the City Commission.
The following is a brief summary of the action taken by the Team to arrive at our final
recommendation:
1. A RFQ advertisement requesting Design Build Services was placed in the
newspaper, distributed to the vendor list via the Demand Star.com
website and placed on the City's website.
2. On July 15, 2008, proposals were publicly opened from the following
firms:
Double Click Construction Inc.
JWM Construction Corporation
Dev-Con Construction & Consulting, LLC
Pavarini Construction Company
Kaufman Lynn General Contractors/PGAL
NAC Construction, Inc.
Suffolk Construction Company, Inc
3. A shortlist of the following firms was developed and representatives for
the firms were interviewed by the Team on August 21,2008:
Kaufman Lynn General Contractors/PGAL
Suffolk Construction Company, Inc/MC Harry Associates
Pavarini Construction CompanylWolfberg Alvarez & Partners
4. Based on extensive presentations, interviews and the criteria outlined in
the RFQ, each Team member ranked the firms independently and then
reached a decision to recommend one firm to the City Commission with
one alternate that would be called upon, should we fail to reach favorable
terms with the top ranked firm. A contract to for design build services will
be negotiated with the recommended firm.
Based on the process, which was very competitive, the Team recommends the firms of
Kaufman Lynn General Contractors/PGAL be ranked number one and the City
Manager be authorized to commence negotiations. The Team recommends that the
firm of Suffolk Construction Company, Inc/MC Harry Associates be ranked second and
be called upon in the event we cannot come to favorable terms with the number one
ranked firm.
Although the top two firms were well qualified for the project and the rankings were very
close, the edge was given to Kaufman Lynn General Contractors/PGAL based on their
plan of dealing with security and operational issues to have the least impact on the
school, experience with similar projects, project team expertise, knowledge of the site
and local conditions and proven educational construction expertise.
Now that the Team has completed its work, the following actions are necessary to
complete the process:
1. Adopt the attached Resolution, which serves three (3) specific purposes.
First, it ranks the firms. Second, it authorizes the City Manager to
negotiate the contract. Third, it establishes another firm as an alternate,
should we be unable to reach favorable terms with the selected firm.
2. After the contract is negotiated, it will be presented to the City
Commission at a future meeting.
Copies of all proposals are available for your inspection in the City Manager's Office.
Should you have any questions, please feel free to contact me.
EMS
RESOLUTION NO. 2008-_
A RESOLUTION OF THE CITY COMMISSION OF THE
CITY OF AVENTURA, FLORIDA, SELECTING THE FIRM
OF KAUFMAN LYNN GENERAL CONTRACTORS/PGAL
TO PERFORM DESIGN AND BUILD SERVICES
RELATIVE TO RFQ #08-07 -18-2 CLASSROOM
ADDITIONS FOR A VENTURA CITY OF EXCELLENCE
SCHOOL; AUTHORIZING THE CITY MANAGER TO
NEGOTIATE THE TERMS AND FEES FOR SAID
SERVICES; AUTHORIZING NEGOTIATIONS WITH
ALTERNATE FIRM TO PERFORM THE REQUIRED
SERVICES SHOULD NEGOTIATIONS WITH SELECTED
FIRM BE UNSUCCESSFUL; AUTHORIZING THE CITY
MANAGER TO DO ALL THINGS NECESSARY TO CARRY
OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING
AN EFFECTIVE DATE.
WHEREAS, the City of Aventura, in accordance with applicable State law, has
requested proposals from firms for design and build services relative to RFQ #08-07-
18-2 Aventura City of Excellence School classroom additions; and
WHEREAS, said proposals were evaluated by a Selection Committee consisting
of the City Manager, Finance Director, Capital Projects Manager, Principal and Vice
Principal; and
WHEREAS, said Selection Committee recommends the firm of Kaufman Lynn
General Contractors/PGAL based on said firm's experience and qualifications; and
WHEREAS, said Selection Committee recommends the selection of the firm of
Suffolk Construction Company, Inc.lMC Harry Associates should the City be unable to
reach favorable terms with Kaufman Lynn General Contractors/PGAL; and
WHEREAS, the City Commission desires to authorize the City Manager to
negotiate a scope of services and fees with the recommended firm, and with the
alternate firm, should negotiations with the recommended firm be unsuccessful.
Resolution No. 2008-
Page 2
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE
CITY OF AVENTURA, FLORIDA, THAT:
Section 1. The firm of Kaufman Lynn General Contractors/PGAL is hereby
selected to perform design and building services for the Aventura City of Excellence
School classroom additions.
Section 2. The firm has been selected on the basis of its experience and
qualifications and has not finalized a fee structure with the City. Therefore, the City
Manager shall immediately negotiate the scope of services and basis of fees with said
firm.
Section 3. The basis of fees above described shall be negotiated by the City
Manager and approved by the City Commission.
Section 4. In the event the City is unable to come to favorable terms and fees
with the firm of Kaufman Lynn General Contractors/PGAL, the City Manager is hereby
authorized to negotiate scope of services and fees with the alternate firm of Suffolk
Construction Company, Inc/MC Harry Associates.
Section 5. This Resolution shall become effective immediately upon its
adoption.
The foregoing resolution was offered by Commissioner _, who moved its
adoption. The motion was seconded by Commissioner
, and upon being put to
a vote, the vote was as follows:
Commissioner Bob Diamond
Commissioner Teri Holzberg
Commissioner Billy Joel
Commissioner Michael Stern
Commissioner Luz Urbaez-Weinberg
Vice Mayor Zev Auerbach
Mayor Susan Gottlieb
Resolution No. 2008-
Page 3
PASSED AND ADOPTED this 9th day of September, 2008.
SUSAN GOTTLIEB, MAYOR
ATTEST:
TERESA M. SOROKA, MMC
CITY CLERK
APPROVED AS TO LEGAL SUFFICIENCY:
~ k.-p
City Attorney
July 18,2008
Ms. Indra Sarju
Purchasing Agent, City of Aventura
Government Center. Office of the City Manager
19200 West Country Club Drive
Aventura, FL 33180
We are pleased to submit our qualifications for Kaufman Lynn Inc., General Contractors and PGAL Architects to serve as the Design/Builder
for the City of Aventura's Classroom Additions for your City of Excellence School. We will work in partnership with Aventura to ensure the
School's students and staff begin their 2009-2010 school year in the new classrooms. The ability of our team to serve your design and
canstruction needs is demonstrated in this qualification package. Highlights of our team include:
. A 19 year history of successful South Florida Educational Construction with the financial strength, insurance caverage and surety
confidence to guarantee performance. Ranked as one of the top 25 Largest General Contractors in South Florida, eighty percent of our volume is
generated through repeat clients. Our education experience spans 15 years and includes private and public schools from Miami.Dade to Palm Beach
County. Two projects completed in the past month were additions on active campuses, similar to this project, for the School District of Palm Beach
County. We will bring our knowledge of working safety on occupied campuses along with our dedication to quality construction to your project.
. Award Winning Educational Design Demonstrating Creative Ability. . ..160 Design A wards Reinforce PGAL's Architectural
Performance. Children living in our community and allending our schools deserve our assurance that they are our passion! Our process of design is
highly interactive using various design tools - plans, models and computer modeling -to discuss and resolve planning, site and building options.
With PGAL, we will tailor our design to Aventura City of Excellence School's specific needs to cantinue its state.of.the.art education.
('
. An experienced K - 12 team. Kaufman Lynn's dozens of educational projects paired with PGAL's nearly 50 South Florida school designs
provides Aventura City of Excellence School with an experienced proven team. Each member of our Design/Build team has extensive experience
building educational projects that adds up to decades of combined experience. We also recently worked together on the City of Boca Raton's new
Police and Fire Training Center. Working side by side, Kaufman Lynn and PGAL evaluated and employed cast savings alternatives to bring the Police
and Fire Center within the budget the City wanted while still giving them the program they desired.
. Schools That are Safe and Secure. Kaufman Lynn/PGAL's #1 Priority. Kaufman Lynn and PGAL place the highest level of importance
on the safety of our children and we practice what we preach. We start by designing a school that features internal circulation pallerns, limited entry
points and excellent site line for school staff and security officers. We then extend our dedication to safety to the construction site where we
"uniform" and/or badge all workers for identification and create maintenance of traffic plans for students and staff as well as vehicular traffic to
ensure no interaction and minimal disruption with daily activities.
. Two Design Options for an Optimal Choice - The concepts provide the City with two distinct opportunities to evaluate the aesthetic,
logistical and financial merits of each in making the best choice for the Aventura City of Excellence School. As you will see, Option 1 addresses a two
building configuration while Option 2 consolidates the elementary and middle school square footage into one building. Either design approach
supports the city's dedication to this educational center and to providing students with a well.designed and quality learning environment.
It would be an honor and privilege to be selected for the City of Aventura's City of Excellence Classroom Additions. We feel the Kaufman Lynn/PGAL
team is a perfect fit for your needs and our Educational Team is poised to begin your new classroom additions immediately.
"
~I
Michaeli. Kaufman
President
.------...
DESION.aUIID 10. PGAL
UDJIIMfIoYJll1'f
-
('
A. Proposer's Qualifications
1 ()rgCIIlIzol!OIl Cholt ow! Kpl SlLJIi Resui11e'
j Ilrlil uvervie'vs
J Finollcial Stotelllen
4 Related t^~ellellce OfIQ [JRllIonstloted hpeneme or )1I11ihl Pt"18!'
B. References
C. Required Forms
1 t.ndo,,~rOl1l12SS
') :,t'i1idnrd F aim b4
5 AlA 10m 1\305
4 AlA Form 830)
5 Miscellaneous Proposu! F 01 illS - Poges 22-45
D. Insurance Coverage
I .1 I'
o
A. Site Building/Utilization Plan
B. Cost Pion
C. Distance to Site
D. Information System and Insurance Program
E. Project Schedule
DESIGN-tUllD Ja. PGAL
~~
Team Organization
President Michael Kaufman
Vice President of Operations Murrell Perry, lEED AP
Project Manager Joson Roth, lEED AP
Chief Estimator' Ron Zegiel
Superintendent Don Whisman
('
lead Designer/Design-Build:
Ion A. Nestler, AlA
Project Manager / Architect:
Kori Botek, RA, LEED Architect
Senior Architect:
Rodney Crockell, AlA
Job Captain:
Angelo Ramirez
Interior Designer:
ARCHITECTURE
PGAL
Senior Electrical Engineer:
Ron levinson, PE
Senior Mechanical Engineer:
Wayne Johnson, PE
~
JOHNSON STRUCTURAL GROUP
Senior Structural Engineer:
Mark Johnson, PE
Renee Marshall
~
Construction Administrator:
CURTIS & ROGERS
Jeff Pallek
Senior landscape Architect:
Aida Curtis
('
~
FORTIN, LEAVY, SKILES, INC.
Civil Engineer:
Carl Skiles, PE
Surveyor:
Daniel Fortin, PSM
KL PGAL
UVP'MA.!'lILYNfli
c.mw.~
.....
('
~,:,;;;,
':-'.11 ....'-.''i .\\;~ DESIGN AND BUILD
:;... ~) CLASSROOM ADDITIONS
"" ~_h -~. ~-:. TO CHARTER SCHOOL
.) - nl1\'\-~
.2.t~.t~::':.
Michael Kaufman
President/Project Executive
Education
Years of Experience
Years at Kaufman Lynn
Summary
Significant Projects
r
I
,
i.
B.s. School of Building Construction
State of Florida General Contractor
lie. #CGC021732
26
19
Kl/PGAl KEY STAFF RESUMES
Michael brings more than 26 yeors of construction experience to his present
role of company president. He has worked on and managed projects ranging
from $500,000 - $20 million including; new construction and renovation of
educational facilities, health core projects, museums/cultural centers, office
buildings, institutional facilities and auto dealerships. He has coiled South
Florida home for the past 30 years.
Miramar Cultural Arts
Facility
Miromor, Fl
St. Andrews School
Boco Raton, Fl
Florida International Uni-
Boca Raton Museum of Art versity Classroom Building
and Classroom Miami, Fl
Boca Raton, FL
Boca Raton Spanish River
library
Boca Rotan, Fl
Pinecrest Middle School
Boca Raton, Fl
Miscellaneous Projects at
Florida Atlonfic University
Boca Raton, Fl
DESIGN.aUllD 10. PGAL
~~
o:~~{,~,:,~:,.::~.-:.:; >,<_";: ,.;
/;:-lIo~ .\\I':\~DESIGN AND BUILD .
:; .'~.:] CLASSROOM ADDITIONS
'$~.- ~c/ TO CHARTER SCHOOL
"'n\\~':>>.'
"':"_'''''. . ,1""
. .'-"-~ .
Ron liege I
Chief Estimator
Education
Years of Experience
Years at Kaufman Lynn
r
Summary
Significant Projects
r
I(L/PGAl KEY STAFF RESUMES
Associates Degree in Architectural Drafting &
Design from New England School of Technology
23
6
Ron Zegiel is on expert in budget, conceptual, and hard bid estimating.
With over 23 years of experience in 011 areas of construction and pre-con-
struction services, Ron has been responsible for bringing 0 wide variety
of educational, public and commercial venues successfully from concept to
completion. As Chief Estimator at Kaufman Lynn, Ron is responsible for
overseeing 0 stoff of four, os well os 011 project estimates and budgets. His
responsibilities include bid strategy planning, spreadsheet design and imple-
mentation, Owner jArchitect correspondence and Estimating Deportment
employee training and budget controls.
Pine Crest Middle School
Replacement Phose I & II
Boca Rotan, Fl
Miromor Youth Enrichment
Center
Miromor, Fl
Miramar Cultural Arls
Facility
Miromor, Fl
FAU Recreation &
Wellness Center
Boca Rotan, Fl
City of Boca Rotan- Police
and Fire Troining Facility
Boca Raton, Fl
lake Worth Middle School
Addition
lake Worth, Fl
Okeeheelee Middle School
Addition
West Palm Beach, Fl
FAU Alumni Center
Boca Raton, Fl
DES I G N - a U I L D 10. PGAL
~~
I(l/PGAl KEY STAFF RESUMES
Murrell Perry, LEEP AP
V.P. of Operafions
Education
ngineering
Years of Experience
Years at Kaufman Lynn
30
3
r
Summary
Murrell Perry has more than 30 years in educational, health core, commer-
cial, and public work experience. Mr. Perry has worked on and managed
projects ronging from $2 to $110 million through all types of delivery
systems including Design Build. His duties include the implementation of
all field administration, policies and procedures, and the overoll day to day
construction operotions including team leadership, project organization,
scheduling and financial reporting.
Significant Projects
lake Worth Middle School
Addition
lake Worth, Fl
Okeeheelee Middle School
Addition
West Palm Beach, Fl
Buena Vista Elementary
School
Miami, Fl
Program Management
Buildout School District af
Palm Beach County
DESIGN-&UILD 10. PGAL
~~
r
Jason Roth, LEED AP
Project Manager
I<l/PGAl KEY STAFF RESUMES
Education
Years of Experience 13
Years at Kaufman Lynn 13
Jason has 13 years of construction experience including CM at Risk, De-
sign/Build and Design/Bid/Build of government, K-12, university/college,
commercial, retail, and institutional construction. His duties include devel-
oping and maintaining the project schedule, coordinating with the Owner's
representatives and architect, managing cost control and financial reporting,
supervising field staff, design participation, bidding, contract negotiation,
facilities inspection and coordination of preventative maintenance.
r
Summary
Significant Projects
Pine Crest Middle School
Replacement Phose I & II
Boca Raton, Fl
City of Boca Raton- Police
and Fire Training Facility
Boca Raton, FL
FAU Alumni Center
Boca Raton, Fl
Boca Raton Spanish River
library
Boca Raton, Fl
r
Sf. Andrews Schmidt Sci-
ence Center
Boca Raton, Fl
Highland Beach Town
Hall and Police Station
Highland Beach, Fl
DESIGN.BUILD Ja. PGAL
~.~
"'II~'i .\\'I'~I>- DESIGN AND BUILD
it. ."'~'; CLASSROOM ADDITIONS
. '. ~~.- _ - - ~",; TO CHARTER SCHOOL
., . n\1~'~/
- .~ '~t;~>~:;:>
n/PGAl KEY STAFF RESUMES
Don Whisman
Project Superintendent
High School Degree and 100+ Hours of OSHA Training
Education
Years of Experience 14
Years at Kaufman Lynn 4
r
Summary
Don has 14 years of construction experience including CM at Risk and De-
sign/Bid/Build of K-12, university and colleges and commercial facilities.
As Superintendent, his duties include quality control oversight for 011 sub-
contractors, coordination of weekly safety meetings and monthly safety
inspections, on-site coordination of subcontractor performance, communica.
tion and teamwork, preparation of Requests for Information (RFls), tracking
review of submittals, preparation of two-week look ahead schedule and
filing and journaling meeting minutes, job logs and doily reports.
Significant Projects
UB Kinsey Elementary
West Palm Beach, Fl
FAU Student Services
Facility
Boca Rotan, Fl
Boca Raton Spanish River
library
Boco Rotan, Fl
South Florida Heart
Institute
Delroy Beoch, Fl
Boca Raton Middle School
Ball Fields
Boca Rotan, Fl
DESIGN-aUllD 10. PGAL
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Ian A. Nestler, AlA
Principo-ln-ChargejPrincipal Designer
Education
Years of Experience
Years at PGAL
Memberships
Summary
Significant Projects
Master of Architecture, Harvard University, 1975
Bachelor of Architecture
University of Southern California, 1973
33
12
n!PGAl KEY STAFF RESUMES
--- ---
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American Ins~tute of Architects
With over 33 years of experience in the fjeld, Ian Nestler is an award winning
architect who has served as Principal Architect for a diverse range of educa~onal
and civic projects; the majority of which have been completed with a construc-
~on manager. His excep~onal design creden~als are matched by his widely
recognized exper~se in the areas of project planning and management.
As Principal Architect, Mr. Nes~er is the Corporate Officer responsible for the
successful implementa~on of the architectural por~on of the contract. He guides
a project's progress from concept to comple~on, assuring the highest level of
design and quality program responsiveness while integra~ng realis~c budget,
schedule, and construc~on parameters. A hands-on Principal, Ian is in~mately
involved in the planning and design process and is responsible for peer review,
quality control, and signing and sealing documents.
Allamanda Elementary
Palm Beach Gardens, FL
Forest Park Elementary
School Modernization
Boynton Beach, FL
McArthur High School
Phased Replacement
Hollywood, FL
Meritas Academy
Delroy Beach, FL
Cafeteria, Sports & Rne Arts
Complex
Coconut Creek, FL
Palm Beach Collegiate
School
Palm Beach Gardens, FL
Palm Beach Gardens
Elementary School
Palm Beach Gardens, FL
Plantation High School
Phased Remodeling
North Broward Preparator Planta~on, FL
School Moster Plan, Phose
I Design, Classroom,
Santaluces High School
Academy Expansion
Lantana, FL
Silver lakes Middle School
North Lauderdale, FL
Seminole Trails Elementary
School Classroom Addition
West Palm Beach, FL
Sugarloaf Middle School
Sugarloof Key, FL
Gty of Aventura Com-
munity/Cultural Center
Aventuro, FL
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Kari Botek, RA, LEEDTM
Project Manager
Education
Years of Experience
Years at PGAL
Registration/Licenses
r
Summary
Significant Projects
Master of Architecture
University of Pennsylvania, 1993
Bachelor of Arts Design of the Environment
University of Pennsylvania, 1990
15
9
J
Registered Architect: Florida AROO 16843
Leadership in Energy and Environmental Design
LEED-certified and a strong proponent of sustainable design principles,
Kori Botek is a Project Manager with PGAL Her fourteen yeors of experience
includes the coordination and development of a voriety of educational projects.
Kori is well-known for her strong management and open communication
abilities and expertise with tight deadlines, permitting complications, and
limited budgets. She is welllikedllnd respected by clients as well as her
respective team members.
Allamanda Elementary Narth Broward Preparatary Santaluces High School Academy
Palm Beach Gardens, Fl Schaal Classraam, lantana, Fl
Cafeteria, Sparts & Fine Arts
Complex
Coconut Creek, Fl
D.O. Eisenhower
Elementary School
West Palm Beach, Fl
Seminole Trails Elementary School
Classraom Addition
West Palm Beach, Fl
North Palm Beach Silver Lakes Middle School
Forest Pork Elementary Elementary School
School Modernization North Palm Beach, Fl North lauderdale, Fl
Boynton Beach, Fl Wellingtan
Palm Beach Collegiate
Lauderdale Manors Schaal Elementary School
Elementary Schaal Palm Beoch Gardens, Fl Wellington, Fl
Classroom Additions
Fort lauderdale, Fl Palm Beach Gardens Whispering Pines Elementary School
Elementary School Classroom Addition
McArthur High School Palm Beach Gardens, Fl Boco Raton, Fl
Phased Replacement
Hollywood, Fl Plantation High School FAU MacArthur Campus
Meritas Academy Phased Remodeling & Honors College Phose
Plontation, Fl Jupiter, Fl
r Delroy Beach, Fl
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Rodney A. Crockett, RA
Deputy Project Manager/Senior Project Architect
Education
Years of Experience
Years at PGAL
Memberships
Registration/Licenses
,-..
Summary
Significant Projects
('
23
2
Bachelor of Architecture
Florida A&M University (Cum Laude), 1991
Associates of Science
in Architecturol Technology,
Vincennes Universi
National Council for Architects Registration Boord
Registered Architect: Florida AR912279, Indiana: AR19300036, NCARB
Mr. Crocket has over 23 yeors of experience in the orchitecturol profession.
His experience includes numerous Educational projects including Palm Beach
County Schools. Mr. Crockett is involved in all phases from preliminory
progromming and design to project close out, in addition to managing stoff.
The project scopes have ronged from $1 OM elementary classroom additions
to replacement middle schools to $80M high school facilities. Mr. Crockett
has excellent project management and design skills. He also held a teach-
ing position at a University (I.U.P.U.I.) in Indianapolis, Indiana, for six years
teaching classes in Architecture and AutoCADD.
Bethune Elementary School Key West High School W. 1. Dwyer High School Class-
Hollywood, FL Phose II Expansion & room Addition and Academy
Auditorium Renovation
Coral Shores High School Key West, FL Palm Beach Gardens, FL
Auditorium
Trovernier, FL Meadow Pork Elementary West Boca Raton Community
School High School
Ida S. Boker High School West Palm Beach, FL Boca Raton, FL
(EEE)
Cope Carol, FL Seminole Ridge Commu- Whispering Pines Elementary
nity High School ("NNN") School Classroom Addition
Forest Pork Elementary Loxohotchee, FL Boca Raton, FL
School Modernization
Boynton Beach, FL South Fort Myers High Seminole Troils Elementary
School (FFF) School Classroom Additi n
Ft. Myers, FL West Palm Beach, FL
DESIGN.BUILD 10. PGAL
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Angela Ramirez
Project Coordinator
Education
Years of Experience
Years at PGAl
Memberships
Summary
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Significant Projects
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Kl/PGAl KEY STAFF RESUMES
Bachelor of Architecture
Ricardo Palma University, Uma, Peru
12
3
Founding Member of the "Architects Without
Borders Association-Peru", 1998- 2000
Ms. Ramirez has over 12 years of experience in architecture in both
North and South America. She has worked in 011 phases of design and
construction. Extremely proficient in AutoCAD, she is responsible for the
production of construction documents.
Allamanda Elementary Lauderdale Manors Pinewood Elementary
Palm Beach Gardens, Fl Elementary School School
Cypress Lake High School FI. Lauderdale, Fl Stuart, Fl
Ft. Myers, Fl McArthur High School Santaluces High School Academy
Eagle Point Phased Replacement lantana, Fl
Hollywood, Fl
Elementary School Sawgrass Elementary School
Weston, Fl Meadow Park Sawgross, Fl
Forest Park Elementary Elementary School Seminole Ridge Community High
Port Charlotte, Fl
School Modernization School
Boynton Beach, Fl North Broward Pre para- loxahatchee, Fl
Fox Trail Elementary tory School Additions/ Seminole Trails Elementary School
Renovations
School Coconut Creek, Fl Classroom Addition
FI. lauderdale, Fl West Palm Beach, Fl
Palm Beach Gardens
H.l. Watkins Middle School Elementary School South Fort Myers High School
Acreage, Fl Palm Beach Gardens, Fl Ft. Myers, Fl
Hobe Sound Palm Beach Public Warfield Elementary School
E1ementory School Elementary School Indiantown, Fl
Hobe Sound, Fl West Palm Beach, Fl Whispering Pines Elementary
Ida S. Baker High School Park Lakes Elementary School Classroom Addition
Cape Corol, Fl School Boca Raton, Fl
Park lakes, Fl
DESIGN.&UllD 10. PGAL
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Interior Designer
Education
Years of Experience
Years at PGAL
Awards
('
Summary
Significant Projects
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KL/PGAl KEY STAFF RESUMES
La Cite Collegiale, Ottawa, Ontario, Canada
Interior Design Diplomo, 1997
11
6
Recipient of Award of Excellence "Selection Interieurs
2000", Interior Designers Society of Quebec &
Interieurs Magazine for the "PWGSC Alternative Officing @ Les Terraces de la
Chaudieres Project," 2000.
International Illumination Design Award/National Capital Selection from
IIDA, the Illuminating Engineering Society of North America, for "PWGSC
Alternative Officing @ Les Terraces de \a Chaudieres Project," 2000.
Renee Marshall is a personable and creative interior designer with over 11
years experience, encompassing the sale and follow-through of complete
design concepts. She has successfully worked with teams of architects and in-
terior designers throughout all stages of programming, space planning design,
and production of construction drawings, as well as furniture specifications,
procurement, and overseeing installation.
Renee has also served as an instructor of interior design for La Cite Collegiale
in Ottawa, Ontario, Canada.
Allamanda Elementary Forest Pork Elementary Palm Beach Community
Palm Beach Gardens, FL School Modernization College Humanities Building
American Maritime Officers Boynton Beach, Fl lake Worth, Fl
STAR Training Center Meritas Academy Palm Beach Gardens
Donia, Fl Delroy Beach, Fl Elementary School
Florida Atlantic Univer- North Broward Preparatory Palm Beach Gardens, Fl
sity Campus Moster Plans School Cafe, Sports & Santaluces High School Academy
Student Support Services Fine Arts Complex Lantana, Fl
Or, Innovation Village Coconut Creek, Fl
Student Apartments, Seminole Trails Elementary Whispering Pines Elementary School
Heritage Glades Pork Classroom Addition
Towers School Classroom Addition Boca Rotan, Fl
Boco Rotan, Fl West Palm Beach, Fl
DESIGN-BUILD Ja. PGAL
~~
KL/PGAl KEY STAFF RESUMES
Wayne Johnson, PE
Mec~onicol Engineer
Professional Engineer: Florida, North Carolina, Virginio
Education
Bochelor of Science in Mechoni((J1 Engineering
Virginio Polytechnic Institute
Years of Experience
Years at JLRD
Registration/Licenses
36
14
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Summary
Mr. Johnson is 0 Vice President of JLRO, Inc. He hos extensive experience in the administrotion of
Mechonical, Electri((J1, and Plumbing Engineering Services, ond unique insight into the interrelotionships
ond coordinotion requirements necessary to integrote these disciplines for different projects.
Mr. Johnson has over 36 years of Mechonical System Engineering experience in HVAC, Plumbing, ond
Fire Protection Systems including design, investigotions, studies, energy onolysis, project manogement,
construction administrotion, and supervision for a wide variety of projects. He has lectured fellow
engineers in engineering system design, served on Building Code Review ond Appeols Boards, ond
participoted as 0 guest speoker in symposiums on Indoor Air Quality.
Mr. Johnson hos experience in providing Mechani((J1 services for 0 variety of clients including The City
of West Polm Beoch, ond Palm Beach County, The School Oistrict of Polm Beoch County, the Broward
County School District, Florido Atlantic University, as well os monufacturing ond industriol facilities,
hospitols, libraries, ond Continuing Services for mony of these clients. His experience includes both
new construction ond renovation projects for schools, industrial facilities, hospitols, institutionol,
commercial, and historicol projects.
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Significant Projects Allamanda Elementary H. l. Watkins Middle Palm Springs Elementary
Palm Beach Gardens, FL School Modernization School Modernization
Banyan Creek Elementary Palm Beach Gardens, FL Palm Springs, FL
School Classroom Addition Independence Middle Santaluces High School
Boca Raton, FL School Academy
Creslwood Middle School Jupiter, FL Lantana, FL
Royal Palm Beach, FL Odyssey Middle School Village Academy
Forest Park Elementary Boynton Beach, FL Classroom Addition
Delroy Beach, FL
School Modernization Palm Beach Gardens
Boynton Beach, FL Elementary School Wellington Elementary
Glades Central Academy Palm Beach Gardens, FL School I02-S} Design/
Build
Classroom Addition Wellington, FL
Belle Glades, FL
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Michael Linden, PE
Mechanical Engineer
Education
Years of Experience
Years at JlRD
Registration/licenses
Summary
I(L/PGAL KEY STAFF RESUMES
Bachelor of Science in Mechanical Engineering
University of South Florida, 1993
14
14
Professional Engineer: Florida (2002)
Mr. Unden is an Associate with JlRD, Inc. He has over 14 years of experience providing design, in-
vesHgaHon, studies, energy analysis, and construction observaHon for HVAC, plumbing, fire protection,
and related mechanical systems.
Mr. Unden has provided design services on new and retrofit projects for Florida A~anHc University, The
School District of Palm Beach County, The School Board of Broward Caunty, St. Mary's Medical Center,
Delray Medical Center, and NASA, as well as other public and private clients. His experience includes
both new construcHon and renovation projects for the various clients. He is well versed in the use of
computer aided design (AutoCAD 2004) and similar engineering design programs associated with
effecHve producHon of quality engineering documents.
Mr. Unden parHcipated in the data collecHon and energy analysis for the FAU Seatech Facility, and
design modificaHons to lower the energy costs. He is the Engineer of Record for the FAU jScripps Joint
Use Facility curren~y under construcHon at the Jupiter campus.
Significant Projects Allamanda Elementary DD Eisenhower Glades Central Academy
Palm Beach Gardens, Fl Elementary School Classroom Addition
BAK Middle School of the Palm Beach Gardens, Fl Belle Glades, Fl
Arts Diamond View J.C. Mitchell
West Palm Beach, Fl Elementary School Elementary School
Banyan Creek Elementary (Ol-R) Boca Raton, Fl
lake Worth, Fl
School Classroom Addition limestone Creek
Boca Raton, Fl Equestrian Trails Elementary School
Boynton Beach High School Elementary School Jupiter, Fl
(02-S)
Boynton Beach, Fl Wellingtan, FL Palm Beach Gardens
Gtrus Cove Elementary Elementary School
Forest Pork Elementary Palm Beach Gardens, Fl
School School Modernization
f' Boynton Beach, Fl Boynton Beach, Fl Rolling Green
Elementary School
DES I G N - & U I L 0 10. PGAL
~~
KLjPGAL KEY STAFF RESUMES
..
Ron Levinson, PE
Electricol Engineer
Years of Experience
Years at JLRD
Registration/Licenses
Professional Engineer: Florida (1984), Michigan, New Jersey
Education
Bachelor of Electrical Engineering / Certificate of
Specialization in Energy Engineering, Georgia Institute of
Technology, 1979
25
14
r
Summary
Mr. Levinson is a Vice President of JLRD, Inc., and is responsible for the production of documents provid-
ing profeSSional services for Electrical Engineering Services. He has over 25 yeors of electrical system
engineering experience in power, lighting and telecommunications systems, including design, investiga-
tion, studies, project management and construction observation. Mr. Levinson participated in the devel-
opment of the original Florida Energy Efficiency Code and is well versed in examining building energy
consumption and performing energy audits. He is active in electrical engineering professional societies
including his tenure as a Boord Member for the Illumination Engineering Society (lES) and is involved in
community functions as well. Mr. Levinson has been recognized for his design expertise by being invited
to develop and teach a seminor for consulting engineers sponsored by the Broword County School District,
concerning electrical design considerations for educational facilities. He has provided telecommunications
system design in educational facilities under the RTP and ILS programs through the State.
Mr. Levinson has provided engineering services for clients that include the School Boord of Broword
County, The School District of Palm Beach County, Florida Atlantic University, Nova Southeast University,
the Town of Palm Beach, and other private and public clients.
Significant Projects Allamanda Elementary Classroom Addition Palm Springs Elementary
Polm Beoch Gardens, FL Belle Glodes, FL School Modernization
Banyan Creek Elementary H. l. Watkins Middle Polm Springs, FL
School Classroom Addition School Modernization Santaluces High School
Boco Raton, FL Polm Beoch Gardens, FL Academy
Crestwood Middle School Independence Middle Lontono, FL
Royol Polm Beoch FL School Village Academy Closs-
Forest Park Elementary Jupiter, FL room Addition
Delroy Beoch, FL
School Modernization Odyssey Middle School
Boynton Beoch, FL Boynton Beoch, FL Wellington Elementary
Glades Central Academy Palm Beach Gardens School (02-S) Design/
Build
r-- Elementary School Wellington, FL
Polm Beoch Gardens, FL
I(L!PGAl KEY STAFF RESUMES
Mark Johnson, PE
Structural Engineer
Education
Bachelor of Architectural Engineering
University of Colorado, 1991
Years of Experience
Years at Johnson
Structural Group
16
9
('
Registration/licenses
American Concrete Institute, American Institute of Steel
Construction, American Society of Civil Engineers,
Southern Building Code Congress International,
Structural Engineering Certification Board, Tilt-Up Concrete Association
Tau Beta Pi (Engineering Honor Society)
Professional Engineer: Florida 51983, Virginia 033884
Memberhips
Summary
Mark Johnson has over 16 years structural engineering experience working for a wide range of
educational clients. He is a personable and knowledgeable civil engineer with numerous
educational projects in his porrlolio of work.
Significant Projects Allamanda Elementary Westgate Elementary ODD High School
Palm Beach Gardens, Fl School Miami, FL
Celebration High School West Palm Beach, FL EEE High School
Orlando, FL 97M Elementary School Miami, FL
Forest Park Elementary Boynton Beach, FL 000 Elementary School
School Modernization E-6 Elementary School Acreage, FL
Boynton Beach, FL Miromor, FL M-91 Elementary School
Hillel Day School 9811 Western lake Worth Carol Springs, FL
Boca Raton, FL Middle/Haverhill Yl Elementary School
Lake Worth, FL
lake Worth Middle School Miami, FL
Lake Worth, FL 99HH Middle School
Acreage, FL
DESIGN-aUllD Ja. PGAL
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Jeff Pallek, LEED AP
Construction Administrator
Education
Years of Experience
Years at PGAL
Summary
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Significant Projects
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Bachelor of Architecture
Boston Architectural Center, 1976
30
5
I<L/PGAl KEY STAFF RESUMES
Jeff Pottek is 0 veteron of South Florido's design ond construction community. He hos lived
ond worked in Boco Rotan for more thon 22 years ond hos mode 0 nome for himse~ os 0
technicol~ odept ond construction soW{ architect. He is currently overseeing the construction
phose of the Aventuro Arts ond Culturol Center for the City of Aventuro.
North Broward Prepara-
tory School Classroom,
Cafeteria, Sports & Fine
Arts Complex
Coconut Creek, FL
OCE' USA
Boca Rotan, Fl
South County Courthouse
Expansion
Delroy Beach, Fl
Florida Institute of Mas- FAU Innovation Village
sage Therapy Student Apartments
Fort lauderdale, FL Boca Raton, FL
City of Aventura Com-
munity/Cultural Center
Aventuro, FL
MEt Business School
Building 35
Norwood, MA
DESIGN.BUllD 10. PGAL
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Carl Skiles, PE
Civil Engineer
Education
Bachelor of Science, Civil Engineering
West Virginia University, 1961
Years of Experience
41
Years at Fortin Leavy Skiles 25
Summary
Mr. Skiles is responsible for overseeing all engineering projects, including
paving and drainage, water and sewerage systems, morina, rock mine and
miscellaneous designs, and approval processing by governmental agencies.
He also serves as liaison with clients, governmental agencies, and other
consultants.
('
Significant Projects Aventura Arts & Aventura Corporate Center Aventura Hospital
Cultural Center Aventura, Fl and Medical Center
Aventura, Fl Aventura Office Park Aventura, Fl
Aventura, Fl Aventura Interna-
Aventura Town Center tional Business Center
Aventura, Fl Aventura landings Aventura, Fl
Aventura, Fl
Aventura Turnberry Aventura Ma-
Jewish Community Center lofts at Aventura rina Condominiums
Aventura, Fl Aventura, Fl Aventura, Fl
Aventura Mall Yacht Club of Aventura
Aventura, Fl Aventura, Fl
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Years of Experience
23
--
Aida Curtis
landscape Architect
Education
i
I
Bochelor of Science in Londsmpe Architecture J
Texos A&M University J
Years at Curtis & Rogers
15
Summary
Ms. Curtis hos over 23 yems of experience on 0 vmiety of project types including
pmk design, urbon design ond corporote/commerciol design. Ms. Curtis' strong
monogement ond technicol skills hove produced mony outstonding projects. She
hos worked on 0 number of multidisciplinmy teoms ond hos been responsible
for producing complex bid pockoges.
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Significant Projects Allamanda Elementary McArthur High School Santaluces High School
Po 1m Beoch Gardens, Fl Phased Replacement Academy
Hollywood, Fl lontono, Fl
Boca Raton Middle School
Boco Roton, Fl Middle School 03KK Seminole Ridge
Greenocres, Fl High School
Congress Middle School Olympic Heights Acreoge, Fl
Boynton Beoch, Fl
High School* Silver lakes
Forest Park Elementary Boco Roton, Fl Middle School
School Modernization North louderdole, Fl
Boynton Beoch, Fl Palm Beach Gardens
Elementary School* Summit Jog
1.C Mitchell Polm Beoch Gardens, Fl Elementary School
Elementary School West Po 1m Beoch, Fl
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KAUfMAU LYUU fiRM OVERVIEW
Kaufman Lynn, Inc. General Contractors is a full service general contractor and construcHon manager operaHng in South Florida. Kaufman Lynn offers its
services in multiple market sectors including educaHonal, cultural, governmental/municipal, retail, office, mulH-family, automoHve, industrial, country clubs, and
insHMonal for both the public and private sectors using ConstrucHon Management at Risk, Design/Build and NegoHated contract delivery systems.
Michael Kaufman incorporated Kaufman Lynn in January 1989. He began operaHons with tenant build-out and small commercial projects in Broward, Dade and
Palm Beach CounHes. Approximately 80% of our clients are repeat clients such as the School District of Palm Beach County, Florida AtlanHc University, City of
Boca Raton, Pine Crest School, City of Hollywood, Town of Miramar, Boca Raton Museum of Art and The Centre for the Arts. As a testament to his successes,
Mike received a 2008 Palm Beach UIHmate CEO Award from the South Florida Business Journal.
Kaufman Lynn has a long-standing reputaHon within our community. Noteworthy projects the company completed include the Boca Raton Museum of Art,
Mizner Park Amphitheater, St. Andrews Science Building and several other educaHonal and municipal projects. Furthermore, Kaufman Lynn is currently building
the Miramar Cultural Arts Park valued at S 19.0 million.
Our team approach is fostered by our posiHve attitude and constant interaction with our clients, design professionals, subcontractors and vendors. Our pracHce is
to provide the highest level of personal service. The senior management team is actively involved in every project and maintains an open line of communicaHon
at all Hmes with our clients. This direct communicaHon expedites criHcal decisions, making us more responsive to our clients' needs. Our high level of enthu-
siasm translates into a willingness to go the extra mile for our clients and respond with creaHvity and inmaHve to the challenges of each unique project. This
special blend of personal service, professionalism and broad capability has earned us respect and confidence in our industry.
r1ufman Lynn constantly strives to improve our quality and performance through conHnuing educaHon seminars, self-analysis and in-house training for our
tlrofessionals. At Kaufman Lynn, we opHmize design and construction techniques, which consistently produce projects that exceed our clients' expectaHons.
Kaufman Lynn is responsible for the successful compleHon of hundreds of projects that delivered the highest quality and cost savings to our clients.
Kaufman Lynn's greatest strength lies in its stringent scheduling methodologies. Using Suretrack, a construction-scheduling program, Kaufman Lynn maintains
accurate criHcal path scheduling for our projects at all Hmes. Project Management provides two-week "look ahead" schedules for all sub trades enabling us to
track all acHvmes and provide weekly CPM updates to our clients. The success of this scheduling program is evidenced by Kaufman Lynn's project compleHon
record.
Kaufman Lynn was named the Contractor of the Year by the American Institute of Architects- Palm Beach Chapter and the Business of the Year by the Boca
Raton Chamber of Commerce each as a result of our impressive growth and outstanding business pracHces. In addmon, other recent awards include: Contractor
of the Year by the American Institute of Architects-Miami Chapter and finalist for Business of the Year for Real Estate and Construction from the South Florida
Business Journal. In addiHon to these recent awards, Kaufman Lynn has been recognized for its accomplishments as well as its service and support for com-
munity projects by several organizations.
DESIGN-BUILD 10. PGAL
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PGAl FIRM OVERVIEW
For more than six decades, PGAL has been providing the highest quality of design services
to an increasingly discerning roster of institutional, civic and private clients.
Firm Overview
Established in 1946, PGAl has had a fully
operational office in Florida for over 33 years. A
staff of 37
in-house architects, planners and interior designers
is available far immediate assignment on projects
for The School District of Collier County.
Work will be completed from our office locoted at:
791 Park of Commerce Boulevard, Suite 400,
Boca Rotan, Fl33487
Phone: 561.988.4002
Fax: 561.988.4002
Email: inestler@pga1.com
Website: www.pgo1.com
Areas of Specialization
Architecture
Interior Architecture
Planning
Specialty Services include:
ADA/life Safety/SREF Design Compliance
Adoptive Reuse Evaluations
Castaldi Analysis
Concept and Feasibility Studies
CPTED Services
Education Specificatians
Historic Restoration
Information Technology Planning
lEED Services
Plan Review Services
Post-Occupancy Evaluations
Programming
Staff Breakdown
211 Nationally
37 Florida
2 Administrative
11 Registered Architects
8 Architectural Project Managers
5 Draftsmen
1 Construction Inspector
7 Architectural Interns
1 Specification Writer
2 Interior Designers
Gross Billings
2007 $60,353,000
2006 $61,875,041
2005 $40,721,892
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Forest Park Elementary School Modernization
Boynton Beach, Florida
SCOPE OF WORK
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Program:
~ The Forest Pork Elementory School Modernization
project entails the demolition of all but 3 buildings on
the existing campus. The school will accommodate 798
student stations with core facilities to hold 960 student
stations.
~ The design includes a future addition of 188 student
stations bringing the population to 986.
~ New construction will provide 2 pre-K, 8 kindergarten &
12 intermediate classrooms.
~ Skills labs and Resource Rooms shall also be provided.
Facility support spaces (Administration, Media Center,
Cafeteria, Teacher Planning oreas, Physical Education
ore as, etc.) ore also included.
~ Development of a Master Plan that is cohesive, efficient,
and functional for the current building program and
future expansion is critical to the school's successful
outcome.
Innovations and Challenges:
~ In providing a new educational facility, an opportunity
was created wherein the existing school campus could
be completely reshaped. The existing site circulation has
been improved to address the existing traffic problems
while providing safer circulation for pedestrian and
vehicles.
~ The reorganization also allowed for the provision of a
safer campus, as seen in the orientation of the building
and the ability to have the protective watch
of the neighborhood for the playing fields.
~ Recognizing that this is a Beacon Center, the design
enhances student and community pride through
creative "place making" elements including its
Coribbean orchitectural vocabulory, a strong front door
image, contextual walkways, and colorful courtyord
spaces. A rich palette of landscapematerials will further
unite and enrich the campus environment.
KL/PGAL TEAM'S RELATED EXPERIENCE AND DEMONSTRATED EXPERIENCE
ON SIMilAR PROJftTS
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Project Teom Members: Ian A. Nestler, AlA, PrincipaHIl'Chorge Kori Botek, RA, LEED Ap, Project Manager
Rodney Crockett, RA, Senior Project Architect Angela Ramirez, Project Coordinator Renee Marshall JLRD,
MEP Engineers. Wayne Johnson, PE, Mechanical Engineer Ron Levinson, PE, Electrical Engineer Johnson
Structural Group, Mork Johnson, PE, Structural Engineer Curtis & Rogers, Landscope Architects, Aida Curtis,
ASlA
Schedule: Design: October 2006 - May 2007 I Construction: June 2007 - Summer 2008
Size: 113,400 GSF
Construction Cost: $26,432,281
Client: Mr. Angel Gorcia, Senior Project Administrator, Deportment of Progrom Manogement,
School District of Polm Beach County, 3300 Forest Hill Boulevord, Suite A-323,
West Palm Beach, FL 33406-5813 561-649-6898
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DESIGN AND BUILD
CLASSROOM ADDITIONS
TO CHARTER SCHOOL
Pinecrest Middle School & Auditorium
Boco Roton, Florido
SCOPE OF WORK
Progrom:
~ 40,000 s.f. Middle School
~ 13,165 s.f. Auditorium/ 750 seots
~ New construction next to existing school on 0 tight site
Innovations:
~ Demolition of auditorium next to existing school
~ Maintained school operations through construction
~ New roof with special structural steel long span trusses.
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Projed Team Members: Kaufman Lynn Canstructian Monagers: Michael Kaufmon, Project Executive;
Ron Zegiel, Chief Estimator; Tom Kosier, Senior Estimator. JLRD MEP Engineers: Wayne Johnson, Senior
Mechanicol Engineer; Ron Levinson, Senior Electrical Engineer
Schedule: Middle School Dee 2004/Auditorium September 2005
Size: 40,000 SF Middle School /13,165 SF Auditorium
Construction Cost: $9.0 million
Client: Bob PiCKUp, (fO Pine Crest Preparotory School 1501 Northeast 62nd Street Fort Lauderdale, FL
33334 954.492-4100
Temple Beth Sholom
Miami Beach, Florida
SCOPE OF WORK/PROJECT RElEVANCE
Demolition of 12,126 square feet and new construction renovation of 20,393 square feet including
new chapel, youth center, welcome center and 19 additional parking spaces. The challenge was to
construct 0 new building between two existing occupied and operational Temple structures while
maintaining existing traffic flow.
Project Team Members: Kaufmon Lynn, Construction Manogers Michael Kaufman, Project Executive
Ron Zegiel, Chief Estimator Tom Kosier, Senior Estimator
Schedule: June 2006
Size: 12,126 sf. Demolition / 20,393 sf. New Construction/Renovations
Construction Cost: $6.7 million
Client: Saul Gross Streamline Properties, Inc. 1125 Washington Ave Miami Beach, FL 33139
(305)321"0599
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DESIGN.aUIID Ja. PGAL
~~
Allomondo Elementory School
Palm Beach Gardens, Flarido
SCOPE Of WORK
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Program:
~ The Allamanda Elementary School Replacement
project entails the demolition of the existing facility,
comprised mostly of buildings originally designed in
the 60s. The school holds a large percentage of ESE
students and requires special attention to design from
a wayfinding, visual control and safety standpoint.
~ This Replacement project will provide 8 kindergarten
c1assroams, 12 primary classrooms, 10 intermediate
classrooms, 12 self.contained ESE classrooms, and 3
part-time ESE classrooms.
~ Supplemental classroom spaces such as Skills labs
and Resource Rooms shall also be provided. Facility
support spaces (Administration, Media Center,
Cafeteria, Teacher Planning areas, Music, Art, &
Physical Ed areas, etc.) are also part of the program.
r
Innovations and Challenges:
~ Existing school campus is completely reshaped,
allowing for a reorganization of circulation to
eliminate existing traffic problems faced by adjacent
residents and campus-users. The courtyard concept
heightens visual control and wayfinding while
providing an opportunity for an exterior learning
environment.
~ The reorganization also allowed far the provision of
a safer campus, as seen in the orientation of the
building and the ability to have the protective watch
of the neighborhood for the playing fields. The better
organization of the parents' drop-off/pick-up loop, the
bus laop, and the services drives makes for a safer,
and mare efficiently used, campus.
~ The 1-story scheme incorporates a palette of materials
sensitive to surrounding neighborhoods.
~ The existing outdoor classroom at Allamanda lane,
with its gopher tortoise sanctuary and scrub-oak
ecosystem, will continue to be used as a teaching tool
for students.
Kl/PGAl TEAM'S RElATED EXPERIENCE AND DEMONSTRATED EXPERIENCE
ON SIMilAR PROJECTS
Project Team Members: Ion A. Nestler, AlA, Principol-in-Charge Kari Botek, RA, lEED Ap, Project Manager
Rodney Crockett, RA, Senior Project Architect Angela Ramirez, Project Coordinator Renee Marshall JlRD,
MEP Engineers. Wayne Johnson, PE, Mechanical Engineer Ron levinson, PE, Electrical Engineer Johnson
Structural Group, Mark Jahnson, PE, Structurol Engineer Curtis & Rogers, landscape Architects, Aida Curtis,
ASLA
Schedule: Design: September 2006 - March 2007 I Construction: June 2007 - Summer 2008
Size: 119,700 GSF
Construction Cost: $22,432,281
Client: Mr. Glen Armbruster, Senior Project Administrator, Department of Program Management,
Schaal District of Palm Beach County, 3300 Forest Hill Boulevard, Suite A.323,
West Palm Beach, Fl33406-5813 561-434-8564
· KL/PGAL TEAM'S RELATED EXPERIENCE AND DEMDNSTRATED EXPERIENCE
ON SIMILAR PROJECTS
City of Boca Raton Police and Fire Training
Education Center
Boca Raton, Florida
SCOPE OF WORK
r
Program:
~ Renovafian and expansion of an exisfing one-story, 116,000 SF
facility into 0 140,000 SF two-stary focility
~ The project includes:
Police and Fire Departments
Homeland Security
Administrofive offices/fraining classrooms
library/Auditorium
Gymnasium/Fitness center
Records and video storoge
Special operafions focilmes
~ A garage and storage facility
Innovations and Challenges:
~ Hordened building in excess af code requirements with 24/7
aperafions
~ The South Training Site is locoted off-site from the administrafive
building and will consist of several outdoor troining facilifies.
The EVOC driving course/Officer obstocle course
Conine course
A control tower with covered staging orea
SWAT/Fire Tawer/Survival City
Railwoy cor occess/fanker spill simulator
Fire service vehicle maintenance
Projed Team Members: PGAL, Architects, Ian Nestler, PrincipaHrrChorge, Renee Marshall, Interior Designer
Kaufman Lynn, Construction Managers, Michael Kauffman, Project Execufive, Ron Zegiel, Chief Estimator
Schedule: December 2005
Size: Renovatian and expansion of an existing one-story fram a 116,000 SF focility into a 140,000 SF
two-story facility
Construction Cost: $28,000,000
Client: Mr. Jerry L Jaquinta, Commander, City of Boco Ratan Police Services 100 N.W. Boca Raton Blvd.
Boco Ratan, FL 33432-3704 561.338.1354
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DESIGN AND BUILD
CLASSROOM ADDITIONS
TO CHARTER SCHOOL
Okeeheelee Middle School
West Palm Beach, Flarida
SCOPE OF WORK
New construction of 0 42,000 square foot, 286 student
station, two-story tilt-up middle school classroom addition
on an active campus.
~
Project Team Members: Kaufman Lynn Construction Managers, Michael Kaufman, Project Executive;
Ron Zegiel, Chief Estimator; Tom Kosier, Seniar Estimator. JLRD MEP Engineers, Wayne Johnson, Seniar
Mechanical Engineer; Ron Levinson, Seniar Electrical Engineer
Schedule: February 2008
Size: 42,000 Square Feet
Construction Cost: $7.4 million
Client: Jim Cartmill, Project Manager School District of Palm Beach County 3300 Farest Hill Blvd, West
Palm Beach, FL 561-434-8000
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Loke Worth Middle School
Lake Worth, Florida
SCOPE OF WORK
New construction of a 28,500 square foot, 352 student
station, middle school classroom tilt-up addition on an active
campus.
Project Team Members: Kaufman Lynn Construction Managers, Michael Kaufman, Project Executive;
Ron Zegiel, Chief Estimator; Tom Kosier, Senior Estimator. JLRD MEP Engineers, Wayne Johnson, Senior
Mechanical Engineer; Ron Levinson, Seniar Electrical Engineer
Schedule: March 2008
Size: 29,807 Square Feet
Construction Cost: $7.0 million
Oient: Angel Garcia, Senior Projects Administrotor School District of Palm Beach County 3300 Forest Hill
Blvd, West Palm Beach, FL 561-434-8000
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DESIGN.aUllD Ja. PGAL
~~
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Santaluces High School Academy
Lontono, Florido
SCOPE Of WORK
Program:
~ The 4 extant academies, within two existing
buildings, received complete modernizations.
~ These Academies housed progroms intended to
prepare students for a profession and acquaint them
with real world applications of their respective fields.
~ Academy Programs include: Culinary Arts, Music,
Visual Arts, and Early Childhood learning.
~ Remodeling/Modernization occurred within occupied
buildings where teaching continued during the course
of construction.
Innovations and Challenges:
~ Phased construction provided safety for staff and
students and allowed sensitivity toward maintaining
school operations during construction.
~ Remodeling of existing facilities for existing programs
brought facilities up to state-of-the-art level.
~ Innovative environment provides motivation for
students and stoff as well as providing a pleasing
aesthetic atmosphere.
Kl/pGAl TEAM'S RELATED EXPERIENCE AND DEMONSTRATED EXPERIENCE
ON SIMilAR PROJECTS
Project Team Members: Ion A. Nes~er, AlA, PrlncipoHrrChorge Korl Botek, RA, LEED Ap, Project Monoger
Angelo Romirez, Project Coordinotor Renee Morsholl JLRD, MEP Engineers. Woyne Johnson, PE,
Mechonicol Engineer Ron Levinson, PE, Electricol Engineer Johnson Structural Group, Mork Johnson, PE,
Structural Engineer Curtis & Rogers, Londscape Architects, Aido Curtis, ASLA
Schedule: Design: December 2005 - October 2006 I Construction: October 2006 - November 2007
Size: 30,000 GSF Renovation
Construction Cost: $6,200,000
Client: Mr. Dove Hoder, Project Administrator, School District of Polm Beoch County,
Fulton-Hollond Educationol Services Center, 3300 Forest Hill Boulevord, West Palm Beoch, FL 33406
561-434-0844
~
\
Whispering Pines Elementary School
Classroom Addition
Boca Raton, Florida
SCOPE OF WORK
r
Program:
. New Addition consisting of 58 new student stations
~ Includes 4 ESE Self-contained Classrooms, 2 ESE
Resource rooms, 2 Teacher Planning rooms, os well os
o Skills lob, ESE Instruction and Administrotian Suite.
. Site locale was selected to minimize disruption of
school operations and enhance student safety
Innovations and Challenges:
. Clear and concise pedestrian and vehicular
linkage to existing school
~ U<<Iizes an existing parking area as new drop off
point for ESE parents
. New covered play area enhances the security for
the entire playfield area
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Kl/PGAl TEAM'S RElATED EXPERIENCE AND DEMONSTRATED EXPERIENCE
ON SIMilAR PROJECTS
Project Team Members: Ion A. Nes~er, AlA, PrincipaHn-Charge Kari Bolek, RA, LEED Ap, Project Manager
Rodney Crockett, RA, Senior Project Architect Angela Ramirez, Project Coordinator Renee Marshall JLRD,
MEP Engineers. Wayne Johnson, PE, Mechanical Engineer Ron Levinson, PE, Electrical Engineer Johnson
Structural Group, Mark Johnson, PE, Structural Engineer Curtis & Rogers, Landscape Architects, Aida Curtis,
ASLA
Schedule: Design: September 2007 - March 2008 I Construction: July 2008 . June 2009
Size: 12,800 GSF
Construction Cost: $5,500,000
Client: Mr. Fred Barrios, Senior Project Administrator, Deportment af Program Management, School District
of Palm Beach County, 3300 Forest Hill Baulevard, Suite A-323, West Palm Beach, FL 33406-5813
561-434-8811
DESIGN-BUilD Ja. PGAL
~~
North Broward K-12 Preparatory School
Coconut Creek, Florido
SCOPE OF WORK
Program:
~ Master planning and design services were provided for
this 150,000 SF, eight-building, elementary through
high school private ocademy.
~ The school hos been completed design-build with
Seowood Builders of Deerfield Beach.
~ A 42,000 SF sportsplex, designed to basic lEED
specifications, is currently underway, which will be
followed by 0 23,000 SF theatre, ond on 8,000 SF
fine arts center.
~ A new concessions building was recently completed os
wos 0 two-c1ossroom oddition ond 0 two-phose 16-
(' c1ossroom oddition.
Innovations:
~ The plantation-style design reminisces the historic stone
house which resides on the 37-ocre site.
KL/pGAL TEAM'S RELATED EXPERIEtHE AND DEMONSTRATED EXPERIENCE
ON SIMILAR PROJECTS
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Project Team Members: Ian A. Nesfter, AlA, PrincipaHrtCharge Kari Batek, RA, lEED Ap, Project Manager
Project Architect Angelo Ramirez, Project Coordinator Renee Marshall JlRD, MEP Engineers. Wayne
Johnson, PE, Mechanical Engineer Ron levinson, PE, Electrical Engineer Johnson Structurol Group, Mark
Johnson, PE, Structural Engineer Cur~s & Rogers, landscape Architects, Aida Curtis, ASlA
Schedule: Concessions Building (Phose II) Design: June 2005 - September 20051 Construction: October
2005 - February 2006 Classrooms (Phose II) Design: December 2005 - February 2006 1 Construction: April
2006. August 2006 Sportsplex (Phose III) Design: July 2008 1 Construction: July 2009
Size: 80,000 SF (Phose I) 122,000 SF; concessions building and one-story, 16 classroom addition (Phose
II) 142,000 SF sportsplex; 23,000 SF theater; 8,000 SF fine arts center (Phose III)
Construction Cost: $6,000,000 (Phose I) 1 $3,800,000 (Phose II) 1 $30,000,000 (Phose III)
DESIGN-aUllD 10. PGAL
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CITY HAll' 201 WEST PALMETTO PARK ROAD' 80CA RATON, FlORIDA 33'32-3795 . PHONE; (561) 393-7700
(FOR HEARING IMF'A1RED) TOO: (561) 367.700&6
SUNCOU: 1~1) 922.7700
INTERNET: wwwdbOClHalOn.f1.\B
April 17. 200S
Mr. Michael Kaufman. I'rcsidenl
Kaufman Lynnlne" General Contractors
622 Ban)'an Trail. Suite 300
Boca Raton. 1'1. 33431
Dear Mike:
As we move into our fourth CM at Risk projecl togelher, I wanled 10 tilke the opportunit)' to lei
}'Ou know how pleased we arc to work willt Kaufman Lynn again. From our Police and Fire
Training Fileilit)' to the recent I)' eomplell-d Spanish River Library, )'Our team has managed each
project with grcal aplitude and professionalism.
l'
I have been in the construction industry for 20 )'ears and every project has its challenges.
However. )'Our leam, led by Bruce Cavossa, IUlS proven themselves leaders in finding solutions
ralher tban pointing fingers. lI's the "let's figure this OUl" altitude lholmilk.. working with your
staff such a pleasure. I feel as though Bruce, Jason Roth and the rest of the team arc eommined
to constructing our buildings as though the)' were building their own homes. Their dedication to
quality and timeliness on behalf of the City is alx",e and beyond what we typically see from
contractors.
In addition, the CM al Risk process has proved very benefieialto the Cit)' through >"ur team's
very effective preeonstruetion service... Ron Zegiel and his tr.1m eonsistentl)' provide inspi,,-...I
cost savings allematives to bring challenging projects into budget Again, his innovative efforts
to mectthe Cily's budget seems as ifhe is pa>;ng for the building himself.
Your team truly works on behalf of the City of Boca Raton and defines the tenn "Conslmetion
Mallagcl~". We luoK forward 10 many more successful projects with )'ou and would highly
recommend YOllr finnlo an)' owner who wants to build it right...from start to finish.
;~~? ~
Rohcrt J. \liChriS1OOP~GC
Municipal Services Director
- AM EQUAL OPPORTUNITY EMPLOYER -
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DESIGN-BUILD IO.PGAL
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AR1KJR C JOl.lSON.''l1 0
!lUF'ERlH1f.>CEHl
T>E SCHOOl OISTfOCr Of
PAl.M REI-O' COUNTY. flOl<lOA
OEPAlnMEm o. PROGRAM t.W/ACEMUll
3300 fORESl HILL BOuLEVARD. SUITE (;.331
WEST PN.M 8EACH. fL J340e
{56')'3+300<1 fAX (56') '34.aMl
October 18. 2007
To Whom It May Concern:
I have had the priVilege of wor1<ing WIth Kaufman Lynn General Contractors on Lake
Worth Middle School Classroom Addrtion during this past year. The project was
procured as a Construction Manager @ Risk contract and consists 01 a sixteen
classroom addition with assoclated site amenities. inclusive 01 a separate chiller plant.
CurrenUy. the project is ahead 01 schedule with student occupancy anticipated in AuguSI
2008.
(""'
In particular. I would like 10 complemenllhe project team 01 MurreU Perry. Erica Kravecz
and Larry Gibson lor their work to date on this classroom addition project. This group
has shown great aptitude lor planning and scheduling activilies around all the students
and staff at the school. They are commended lor making the opening day run smoothly
by ensuring student traffIC had sale, clear, defined routes.
Erica has demonstrated her leadershtp skills at team meetings. She has approached
each issue wilh the true character 01 a CM @ Risk by keeping everyone on task and
adhering to the schedule while maintaining a very professional attitude with the architect
and District staff.
We are Iool<ing lorward to the completion nf this project and know it will be done with
quality and timeliness lollowing the example they've set Irom the beginning. Kaufman
Lynn will be an asset to any project. bringing their experience and contribution required
lor a successful project outcome. III can be of any lurther assistance, please do nol
hesitate. ~o. cont7;at 561-434-8918.
Si'1cere1y. (/.
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~11~0 L. Gercia. Senior Projects Administrator
Program Management
AN EOlW. o.-llJ'QAJU'dlY EMPlOYER
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oESIGN.aUILo Ja. PGAL
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Lake Wortli
Com'munity .1vtidd{e Schoof
J\ 'Tit{e J SChoof Jesus 5\rmas. 'Princiya{
April 3.2008
Mr. Gibson and Ms. Kravct:z.
r
I would like to commend and thank you for the magnificent job that you have done as the
Superintendent and Project Manager on the construction project at Lake Worth Community
Middle School. As the principal of the school I couldn't have asked for better service or a
beller working relationship. Your attention to detail, your flexibility, and your ability to
take the school's needs into consideration while still delivering an excellent product are but
a few of the many ways in which you have demonstrated professionalism tluoughout the
projL"Ct.
Once again than\: you for making this construction project a pleasant experience and for
delivering an excellent product.
~inCerelY' /..
/
~ .-
Jesus Armas
Principal
1300 Barnell Drive _ Lake Worth. Florida - 33461- (561) 540-5500. (561) 540-5559 Fax
Palm Belich County Schools Rated "A" by the Florida Department of Edocation 2005
DESIGN.aUllD 10. PGAL
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! ;;... .! ~.CLASSROOM ADDITIONS
':~ .' <O\~;:j,JO CHARTER SCHOOL
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THE SCHOOl DISTRICT OF
PAl" BEACH COUNTY. Fl.OAIO'
OEP'RTMENl Of PROGRAM tAANAGEMENT
3300 FOREST HIll. BOULEV'RD. SUITE (;.331
WEST P'LM BE~CH. FL 33406
(561) 434_ FAX: (561) 434~
AATHUR C. JOHNSON. Ph D.
suP8'lHTEIClEHT
May 5. 2008
To Whom It May Concern:
r
I've recently had the privilege of working \\ith PG/\L.lnc. on the Modernization of
Forest Park Elemenmr)' School. n,e project in,'olved a new two story faeilil}' housing
the school's Administration. Media Center, Multipurpo~ Room. Dining and Kitchen, as
well as Pre-K 105'" Gradc classrooms on the first and second floors. Three e.xisting
classroom buildings, built \\ithin the lastlen years, were also rcn()\"ated 10 meet current
District standards. The design successful I)' integrated the new facility with the existing
buildings and all ncw site amenities "ithin a VCr)' tight site.
COI1>!ruction. procured as a CM @ Risk project. is nearing completion and eurrentl)
ahead of schedule. PGAL, Inc. Ims providL-d exceptional nrchitL'Ctuml and engineering
~rviccs. They Imve proven 10 be a valuable tearn mcmber working closely \\ith the
oYoner, other pcnnilting agencies, and the Construction Manager. They have carried out
their services \\ith professionalism and in a timel)' manner. placing emphasis to demils
and the district' s needs.
PGAL, Inc. "ill be an assctlo any project. bringing the experience and contribution
requin.-d for a successful projeclteam and project outcome. If I can be of any further
assistance, please do l).Ol-hcsimte to contact me al 561-434-8918.
/' /' I
Sinccrely,. I ,
(/ ('hv(~ct' P-
An 'elino 1.. Garcia. Senior Projects Administrator
Program Managemenl
A,.. EQUAL OPPOR1UNSTY EMPLOYER
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DESIGN.aultO 10. PGAL
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::sl '~...-_ .8,"'}~JOCHARTER SCHOOL
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FLORIDA ATLANTIC UNIVERSITY
777 GUDf.S ROAD' P.O. Box 3091
BocA RATON, FlORIDA 334Jl.()991
ASSOCIATE VICE PRESIDENT
OPPlCE OF THE UNIVI;RSITY
ARCffiTECT AND VICE PRESIDENT
(561) 297.2663
November 14. 2001
Mr. Kirk Stetson, AlA
Manager - Facilities Planning
Palm Beach Community College
4200 Congress Avenue
Lake Worth, Florida 33461
Dear Kirk:
As Associate Vice President ot the Offrce of the University Architect & Vice President of
Florida Atlantic University. I have the opportunity to deal with the development of our
campuses and buildings from a broad perspective. That perspective allows me to
examine not only the technical capabilities of an archrtect, but also the philosophical and
conceptual framework upon which they base their design.
r
Having worked with PGAl on a broad spectrum of projects from Campus Master
Planning to the design of our $3 million facilities oIfrces and the new $13 million Student
Support Services Center, as well as the $25 million MacArthur Campus and Honors
College. I can tell you their services are first rate. Ian Nestler, AlA. the PrincipaHn-
Charge of PGAl's Boca Raton ofIice, actually began wofIdng with FAU in 1991 as the
consultants on the $9 million Dorothy F. Schmidt Arts and Humanrties Center. The
highly visible project. conceived with a substantial private donation. was completed on
time, on budget. and to strong design accolades. Ian's reputation was positively
established from that day forward and. as he moved on to PGAL. he and his staff have
met our challenges positively, creatively and with true sincerity to service our needs.
As you move forward with your building plans, I highly recommend you consider PGAL
for your future projects.
TD/ccc
P\tom'wnisc::\kirbtetson\pbc:c
BocA RATON - FORT LAUDERDALe- DANIA Bt;,('H. DAVII!. JUMTt"t .l'oltT ST. LlIClr:
('
DESIGN,aUILD Ja. PGAL
~~
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TilE SCHOOL BOARD OF BROWARD COUNTY. FLORIDA
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November 30, 2001
,-~_"""""t'""v",
Mr. Ian Nc'Stler
Pierce Goodwin Alexander Linville, lnc
791 ParI: of Commc'rce Boulevard, Suite 400
Boca R.lton, Florida 33487
Dear Ian:
r
I just wantro to thanl: you and Kari for the hard worl: and droication you have put into the McArthur
High School Phased Replacement projI.'Cl. From your work on master planning to programming and
beyond. through your attendance at num...rous public and staff meetings, and through the effort you
contributro during the expansion of our building program, which is now nearly 17 million dollars, you
have shov..'n your commitment and demonstrated your creativity and rommunication skills.
Your firm's atlcntion to detail and diligenC'C' has and will continue to contribute to the SUCC<<.."'SS of this
projl-':l. In addition you have demonstrated a high degree of professionalism, competence and
dependability. I have enjoyed having you on the learn for the McArthur High School pro;l.'Ct, and I. for
one, am looking forward to oP""ing day when we can truly enjoy the fruits of our labor.
I would R.'Conmwnd reAL to any school looking for ""tablished talent and quality people. It is a
pleasu..... working with you.
Sincerely.
d~> -',
ProjI.'Ct Manager c!
Schoollloard of Broward County
tn"''.'f,,,,,,'jJ: 1::.lott'(l/.('W Om: ,~m.ktl' III ..ll1u;
Rn'.lllJI! Cllllll~l' r.,MII' _~'I/U../1 I, rl" E"Ufll OJlll>l"JW'II)'(ftJl~11 ,.tt("u 1:11I/'/"H'"
r'
DESIGN-&UllD lOa PGAL
~~~
DRAFT
@
AIA
Document
A30Sâ„¢
1986
r
Contractor's Qualification Statement
The Undersigned certifies under oath that the information provided herein is true and
sufficiently complete so as not to be misleading.
NAME: Michael 1. Kaufman, President
-I
ADDITIONS AND DELETIONS:
Th4 author of this document
haJ added information
ne4ded for its completion.
The author may also have
revised the text of the
or~ginal AlA standard form.
An ~ddition~ a1d Deletions
Rep'ort thatlnotes added
information aslwell as
re~isions to the standard
fonn_text-i~ a~ailable_fram
the author and should be I
ev1+ewed.
This document has impo~tari€
legal consequences.....;-- J
consultat~wi~ a~.
attorney;1s encouraged with
ee~t to-r"t~-s'com~. letion
or modiI1lcation1 I
h~is~~roved and
recorrunended by -the lAmerican
Institute ?t-Ax:chit~
(AlA) and The As~ciated
General Contractors of
America (AGC) for use in
e~aruating-..the ./
qual~i~o~5 o~ ~
I on,tractors. ~o
endorsement'of the
su~mitting ~art 'or
ve}ification 0 the
information is made by AlA
or AGC.
SUBMITTED TO: City of Aventura
ADDRESS:
RFQ#08-07-l8-2
Design and Build Classroom Additions to Charter School
Office of the City Manager
City of A ventura
19200 West Country Club Dr.
Aventura, FL 33180
SUBMITTED BY: Kaufman Lynn Inc., General Contractors
ADDRESS:
622 Banyan Trail, Suite 300
Boca Raton, FL 33431
('
PRINCIPAL OFFICE: Boca Raton
~
[!!J] Corporation
rO] Partnership
riEl] Individual
[[]] Joint Venture
rEI] Other
NAME OF PROJECT (ifapplicable): Aventura Charter School Design Build
rl:KJl General Construction
[[]] HV AC
rW] Electrical
rOl Plumbing
[0] Other (please specify)
TYPE OF WORK (file separate form for each Classification of Work):
~ 1. ORGANIZATION
~ 1.1 How many years has your organization been in business as a Contractor? 19
ELECTRONIC COPYING of any
portion of this AIA~ Document
to another electronic file is
prohibited and constitutes a
violation of copyright laws
as set forth in the footer of
this document.
r
~ 1.2 How many years has your organization been in business under its present business
name? 19
A:IA Document A305'n11 - 1986. Copyright e 1964, 1969, 1979 and 1986 by The American Institute of Architects. All rights reservec.1.. tQRNXNG.
Thi. AU- Docuaeut i. protected by u.S. Copyright Law and International Treati... UDautboriaed reproduction or di.tribution of thi. AU.
Document. or any portion ot it, ...y r..ult in .evere civil and criminal penaltiea, and will be prosecuted to the .a.Kimum extent pos.ible
under the 18.. This draft was produced by AlA software at 09:03:59 on 06130/2008 under Order No.1000336345_2 which expires on 11212009.
and is not for resale.
User Notes. (3114312875)
1
~ 1.2.1 Under what other or former names has your organization operated?
('
N/A
~ 1.3 If your organization is a corporation, answer the following:
~ 1.3.1 Date of incorporation: 1/6/1989
~ 1.3.2 State of incorporation: Florida
~ 1.3.3 President's name: Michael I. Kaufman
~ 1.3.4 Vice-president's name(s)
Bruce Cavossa, Murrell Perry
- - - - -1
___--1
~ 1.3.5 Secretary's name: Sharon Walling
~ 1.3.6 Treasurer's name: Stephen Haskins
~ 1.4 If your organization is a partnership, answer the following:
~ 1.4.1 Date of organization:
~ 1.4.2 Type of partnership (if applicable):
~ 1.4.3 Name(s) of general partner(s)
~ 1.5 If your organization is individually owned, answer the following:
~ 1.5.1 Date of organization:
~ 1.5.2 Name of owner:
"
~ 1.6 If the form of your organization is other than those listed above, describe it and name the ~
~2. LICENSING ~
~ 2.1 List jurisdictions and trade categories in which your organization is legally qualified to do business, and
indicate registration or license numbers, if applicable.
General Contractors for the State of Florida (CGC 021732)
~ 2.2 List jurisdictions in which your organization's partnership or trade name is filed.
~ 3. EXPERIENCE
~ 3.1 List the categories of work that your organization normally performs with its own forces.
General Contracting
~ 3.2 Claims and Suits. (If the answer to any of the questions below is yes, please attach details.)
~ 3.2.1 Has your organization ever failed to complete any work awarded to it?
No
~ 3.2.2 Are there any judgments, claims, arbitration proceedings or suits pending or outstanding against
your organization or its officers?
Please see our Litigation History
('
~ 3.2.3 Has your organization filed any law suits or requested arbitration with regard to construction
contracts within the last five years?
AlA Document A305T111 - 1986. copyright C 196', 1969, 1979 and 1986 by The American Institute of Architects. All rights reserved. tGRHINQa
This AlA- Document i. protected ~ U.S. Copyright Law aDd InternatIonal Treati... unauthorized reproduction or distribution of this AlA-
DocuIDeIlt, or any portiOD of it, may result in severe civil and crlainal penaltie., and will be prosecuted. to the auud.IIIWD extent po..ible
UDder the law. This draft was produced by AlA software at 09:03:59 on 06/3012008 under Order NO.1000336345_2 which expires on 11212009,
and is not for resale.
User NoteBI (3114312875)
2
t<..AUFMAN LYNN
GENERAL CONTRACTOnS
Kaufman Lynn, Inc.
Litigation History
June 30, 2008
Kaufman Lynn has had no litigation with its clients in its history or made a claim against any of
its project owners.
Kaufman Lynn has not had any lawsuits, claims, administrative hearings or criminal proceedings
brought against it for its work on a project.
Legal issues arise as an ordinary course of doing business with construction companies the size
of Kaufman Lynn. KL has always settled its lawsuit during the pre-trial stages; prior to or at
mediation/arbitration; and before the actual trial begins.
~-
Kaufman Lynn's commitment to resolving all legal matters as they arise places it in a unique
position in the construction industry of having a minimal litigation history.
The following is KL's Litigation History by category:
1. Settled Lawsuits Initiated by Kaufman Lynn
2. Lawsuits in Pre-Trail Stage
3. Settled Lawsuits Relating to Two Condominium Projects
4. Settled Lawsuits - Non Condominium Projects
.,-.
I
www.koufmanlynn.com
U.S. Green Building
Council Member
'*"'-
...(AUFMAN LYNN
GENERAL CONTRACTORS
Settled Lawsuits Initiated bv Kaufman Lvnn
Kaufman Lynn has only initiated four lawsuits in its history against its subcontractors out of over
2,000 subcontract agreements entered into and successfully completed. Three of the lawsuits
have settled; and one is in the pre-trial stage. KL has an excellent working relationship with all of
its subcontractors and attempts to avoid litigation with them using fair and prompt dispute
resolution procedures.
Lawsuit:
Project:
Case No.:
Status:
Kaufman Lvnn. Inc. vs. Miraae Buildina Maintenance and Across the Ocean
FlU Graham Center
502005 CA 002382 XXXX MBAO
Settled and Dismissed
Subject Matter: Kaufman Lynn successfully completed the FlU Graham Center project in 2004.
Mirage was hired to clean the interior of the building and the exterior of the glass curtain wall.
Mirage subcontracted the cleaning of the exterior glass of the curtain wall to Across the Ocean.
Across the Ocean scratched the glass during the cleaning process. KL replaced the glass at its
expense. KL sued Mirage Building Maintenance, Inc. and Across the Ocean for all cost related
to the replacement of the glass which was estimated at approximately $200,000.00. The parties
mediated in February 2006 and Mirage agreed to pay $40,000.00 to KL. KL has been paid in
.-. full. The case has settled and has been dismissed.
Lawsuit:
Project:
Case No.:
Status:
Kaufman Lvnn. Inc. vs. Tri-Countv Wall Svstems
LA Fitness Casselberry
CI04CI0458
Settled and Dismissed
Subject Matter: Kaufman Lynn successfully completed the LA Fitness Casselberry project in
2003. Kaufman Lynn hired Tri-County as our metal framing, drywall and stucco subcontractor
on the LA Fitness Casselberry project. After approximately 10 days on the jobsite, Tri-County
pulled off the project and had to be supplemented by KL. KL sued Tri-County and was awarded
$45,000.00 at trial and received a judgment against Tri-County. KL collected on its judgment in
December 2005. The case has settled and has been dismissed.
Lawsuit:
Project:
Case No.:
Status:
Kaufman Lvnn. Inc. vs. Cannon Cabinetry
Florida Crystal
0201550809
Settled and Dismissed
Subject Matter: Kaufman Lynn successfully completed The Florida Crystal project in 2002.
Cannon Cabinetry was hired as our cabinetry subcontractor on the project; was unable to
complete their scope of work; and had to be supplemented by KL. KL sued Cannon and was
seeking approximately $100,000.00. Neither party completed discovery or started any
depositions. Cannon filed for bankruptcy protection in 2005. The case has been dismissed.
.,-
2
www.kaufmanlynn.com
U.s. Green Building e. >
Council Membe r ~.
~ ""
,(AUFMAN LYNN
GENERAL CONTRACTORS
Lawsuit:
Project:
Case No.:
Status:
Lawsuits in Pre-Trial Staae
Kaufman Lynn. Inc. vs. Academy Roofina and Sheet Metal of Florida. LLC
The Meridian condominium project
06-09978 CA 02 (Miami-Dade Case)
Pre-Trial Stage
Subiect Matter: Kaufman Lynn successfully completed the Meridian Condominium project in
2005. KL filed suit in May 2006 against its roofing subcontractor (Academy) and their bond
company, asserting claims for damages caused by water intrusion through the roof and
negligent work performed by Academy the amount of $150,000.00. Damages to the interior of
the building were caused by Academy's poor workmanship. KL is seeking reimbursement of all
cost incurred by KL to repair the damages. Academy Roofing has sued six subcontractors and
the matter is presently at issue. The parties are in the process of attempting to resolve this
matter prior to mediation and/or the trial.
Lawsuit:
_.
Project:
Case No.:
Status:
Tremeron Miami. Inc. vs. Classic Paver and Desian. Inc.. Kaufman Lynn.
Inc. and United States Fire Insurance Company.
Silver Company
50 2005 CA 007911 XXXX MB AH (Palm Beach Case)
Pre-Trial Stage
Subiect Matter: Kaufman Lynn successfully completed the Silver Company's building in 2006.
Classic Pavers was hired to supply and install pavers at the project. Tremeron supplied the
pavers for Classic Pavers. Classic Pavers did not complete their scope of work; had to be
supplemented by KL; and then refused to pay Tremeron for the material it purchased from them.
Tremeron sued KL in August 2005 in an attempt to be paid for the material it claims was used
on the project in the amount of $39,597.20, excluding interest and attorneys' fees. KL does not
believe that it owes Tremeron any additional monies. No further court activity has occurred
since the lawsuit was filed. The parties have attempted to resolve this matter prior to mediation
and/or trial. KL considers this matter basically closed since Tremeron is not actively pursuing
this lawsuit.
~,
3
www.kaufmanlynn.com
U.S. Green Building ~.....'...
Council Member g:
A\.AUFMAN LYNN
GENERAL CONTRACTORS
Settled Lawsuits Relatina to Two Condominium Proiects
The following lawsuits are related to two condominium projects know as The Meridian and Parc
Lofts that KL successfully completed in 2005 and 2006, respectively. Each of the following
lawsuits where filed by KL's subcontractors alleging non-payment. In each case, KL had not
been paid in full by the project's owners at the time the lawsuits were filed. In each case, KL had
a "pay-when-paid clause" and a "pay-if-paid clause" in its subcontractor agreement with the
subcontractors. Immediately upon receipt of the owners' payments, the subcontractors were
paid in full and the lawsuits were dismissed.
Lawsuit:
Project:
Case No.:
Status:
Unlimited Electric Contractors vs. Kaufman Lvnn. Inc.. United States Fire
Insurance Companv
Meridian and Parc Loft condominium projects
06-23677 CA 01 (Miami-Dade Case)
Settled and Dismissed
Subiect Matter: Kaufman Lynn successfully completed the Meridian project in 2005 and the
Parc Loft condominium project in 2006. Unlimited was hired as the electrical subcontractor on
both projects. Unlimited sued KL asserting a claim for non-payment of unapproved change
orders in the amount of $146,070.52, excluding interest and attorneys' fees on the Parc Loft
project. KL's defense was that Unlimited was seeking unapproved change orders from KL for
work that the owner directed Unlimited to complete outside the scope of Unlimited's subcontract
agreements with KL. Unlimited had also not agreed to accept certain deductive change orders
issued by KL. Unlimited filed a second lawsuit in November 2006 against KL in the amount of
$67,807.36, excluding interest and attorneys' fees on the Meridian project. KL has raised
standard contract defenses including prior material breach of the contract for defective work.
The parties agreed in June 2008 to a settlement in the amount of $120,000.00. The case has
settled and has been dismissed.
-
Lawsuit:
Project:
Case No.:
Status:
All Green Nursery & Landscapina vs. Kaufman Lvnn. Inc.. United States
Fire Insurance Companv
The Meridian condominium project
07-09518 CA 06 (Miami-Dade Case)
Settled and Dismissed
Subiect Matter: Kaufman Lynn successfully completed the Meridian Condominium project in
2005. All Green Nursery & Landscaping was the landscaping company subcontractor to KL. All
Green sued KL alleging non-payment in the amount of $32,216.94, excluding interest and
attorneys' fees. KL had not been paid in full by the project's owner at the time the lawsuit was
filed. KL had a "pay-when-paid clause" and a "pay-if-paid clause" in its subcontractor agreement
with All Green Nursery. The parties agreed in June 2007 to a settlement in the amount of
$19,000.00. The case has settled and has been dismissed.
-
Lawsuit:
Project:
Case No.:
Status:
Charles Cleanina Co.. Inc. vs. Kaufman Lvnn. Inc.
The Meridian and Parc Loft condominium projects
06-27557 CA 23 (Miami-Dade Case)
Settled and Dismissed
4
www.kaufmanlynn.com
U.S. Green Building ~...'
Council Member ~
;(AUFMAN LYNN
GENERAL CONTRACTORS
Subject Matter: Charles Cleaning is a cleaning subcontractor to KL. Charles Cleaning sued KL
alleging non-payment on several KL projects in Miami in the amount of $25,070.96, excluding
interest and attorneys' fees. The parties agreed in April 2007 to a settlement in the amount of
$15,000.00. The case has settled and has been dismissed.
Lawsuit:
Project:
Case No.:
Status:
Ameluna vs. Kaufman Lvnn. Inc.
Parc Loft condominium project
502006 CA 008661 (Miami-Dade Case)
Settled and Dismissed
Subject Matter: Kaufman Lynn successfully completed the Parc Loft condominium project in
2006. Amelung was hired by KL to supply and install the metal balcony rails and site fence.
Amelung abandoned the project which forced KL to hire a replacement subcontractor. Amelung
sued KL in August 2006 alleging non-payment of the amount of $48,677.00, excluding interest
and attorneys' fees. KL had not been paid in full by the project's owner at the time the lawsuit
was filed. KL had a "pay-when-paid clause" and a "pay-if-paid clause" in its subcontractor
agreement with Amelung. The parties agreed in April 2007 to a settlement agreement in the
amount of $15,000.00. The case has settled and has been dismissed.
Lawsuit:
.-
Project:
Case No.:
Status:
Fortune Stone vs. Kaufman Lvnn. Inc.. United States Fire Insurance
Companv
Parc Loft condominium project
06-03895 CA 25 (Miami-Dade Case)
Settled and Dismissed
Subject Matter: Kaufman Lynn successfully completed the Parc Loft condominium project in
2006. Fortune Stone was hired by KL to supply and install the precast stone band on the
building. Fortune Stone demonstrated no ability to install the product properly and the precast
band product was rejected by the project's owner. KL terminated Fortune Stone and hired a
replacement subcontractor. Fortune Stone sued KL in February 2006 alleging non-payment in
the amount of $50,568.00, excluding interest and attorneys' fees. KL had not been paid in full by
the project's owner at the time the lawsuit was filed. KL had a "pay-when-paid clause" and a
"pay-if-paid clause" in its subcontractor agreement with Fortune Stone. The parties agreed in
April 2007 to a settlement agreement in the amount of $65,000.00. The case has settled and
has been dismissed.
Subject Matter: Kaufman Lynn successfully completed the Parc Loft condominium project in
2005. Tasco was hired by KL as the Plumbing and HVAC subcontractor on the project. Tasco
sued KL in April 2006 alleging non-payment in the amount of $299,946.38, excluding interest
and attorneys' fees. KL had not been paid in full by the project's owner at the time the lawsuit
was filed. KL had a "pay-when-paid clause" and a "pay-if-paid clause" in its subcontractor
agreement with Tasco. The parties agreed in December 2006 to a settlement agreement in the
amount of $150,000.00. The case has settled and has been dismissed.
5
www.koufmonlynn.com
Lawsuit:
Project:
Case No.:
Status:
-
Tasco vs. Kaufman Lvnn. Inc.. United States Fire Insurance Companv
Parc Loft condominium project
06-7317 CA 32 (Miami-Dade Case)
Settled and Dismissed
U.S. Green Building ~.' '.
Council Member ~'
AAUFMAN LYNN
GENERAL CONTRACTORS
Lawsuit:
Project:
Case No.:
Status:
Edwin M. Green. Inc. vs. Kaufman Lvnn. Inc. . United States Fire Insurance
Companv
Parc Lofts condominium project
06-19365 CA 23 (Miami-Dade Circuit Case)
Settled and Dismissed
Subiect Matter: Kaufman Lynn successfully completed the Parc Loft condominium project in
2006. Edwin M. Green, Inc. was the swimming pool subcontractor for KL. Edwin M. Green sued
KL alleging non-payment in an amount in excess of $15,000.00, excluding interest and
attorneys' fees. KL had not been paid in full by the project's owner at the time the lawsuit was
filed. KL had a "pay-when-paid clause" and a "pay-if-paid clause" in its subcontractor agreement
with Edwin M. Green. The parties agreed in October 2006 to a settlement in the amount of
$22,500.00. The case has settled and has been dismissed.
Lawsuit:
Project:
Case No.:
Status:
R.C. Aluminum Industries. Inc. vs. Kaufman Lvnn. Inc.
The Meridian condominium project
06-00626 CA 31 (Miami-Dade Circuit Case)
Settled and Dismissed
Subiect Matter: Kaufman Lynn successfully completed the Meridian Condominium project in
South Miami Beach, FL project in 2005. R.C. Aluminum installed the windows and storefront for
KL. RC Aluminum sued KL alleging non-payment in the amount of $151,724.00, excluding
interest and attorneys' fees. KL had not been paid in full by the project's owner at the time the
lawsuit was filed. KL had a "pay-when-paid clause" and a "pay-if-paid clause" in its
subcontractor agreement with RC Aluminum. The parties agreed in July 2006 to a settlement in
the amount of $51,723.50. The case has settled and has been dismissed.
-
Lawsuit:
Project:
Case No.:
Status:
Technoloav Contractors. Inc. vs. Kaufman Lvnn. Inc.
Parc Lofts condominium project
06-07916 CA 31 (Miami-Dade Circuit Case)
Settled and Dismissed
Subiect Matter: Kaufman Lynn successfully completed the Parc Loft condominium project in
2006. Technology Contractors was the stucco subcontractor for KL. Technology Contractors
sued KL alleging non-payment in an amount in excess of $15,000.00. KL had not been paid in
full by the project's owner at the time the lawsuit was filed. KL had a "pay-when-paid clause"
and a "pay-if-paid clause" in its subcontractor agreement with Technology Contractors. The
parties agreed in June 2006 to a settlement in the amount of $42,595.30. The case has settled
and has been dismissed.
-
6
www.kaufmanlynn.com
U.S. Green Building ~.....~..
Council Member ~.
AAUFMAN LYNN
GENERAL CONTRACTORS
Lawsuit:
Project:
Case No.:
Status:
Settled Lawsuits - Non Condominium Proiects
Florida Blacktop. Inc. vs. Kaufman Lvnn. Inc.
951 Yamato Building
06-06108 (18) (Broward Case)
Settled and Dismissed
Subiect Matter: Kaufman Lynn successfully completed the 951 Yamato Building in 2006. Florida
Blacktop was hired as the site subcontractor on the project; was unable to mobilize when
directed by KL; and had to be replaced by KL before Florida Blacktop put any work in place.
Florida Blacktop sued KL in April 2006 in the approximate amount of $35,000.00, excluding
interest and attorneys' fees, asserting a claim for lost profits on their subcontract because KL
terminated their contract before Florida Blacktop started the work. The case has settled and has
been dismissed.
Lawsuit:
-
Project:
Case No.:
Status:
Jack Hardv. Inc. vs. Kaufman Lvnn. Inc.. United States Fire Insurance
Companv
Pines Lincoln Mercury Gallery
06-013528 (14) (Broward Case)
Settled and Dismissed
Subiect Matter: Kaufman Lynn successfully completed the Pines Lincoln Mercury Gallery in
2006. Jack Hardy was hired by KL as the site subcontractor on the project. Jack Hardy did not
complete their scope of work and had to be supplemented by KL. KL issued backcharges to
Jack Hardy for the work they did not complete. Jack Hardy sued KL alleging non-payment in
September 2006 in the amount of $82,348.88, excluding interest and attorneys' fees. The
parties agreed in April 2007 to a settlement agreement in the amount of $36,750.00. The case
has settled and has been dismissed.
Lawsuit:
Project:
Case No.:
Status:
Lawsuit:
Project:
Case No.:
Status:
Lemco.lnc. vs. Kaufman Lvnn.lnc.
Tequesta Terrace
CA0207112AH
Settled and Dismissed
Kaufman Lvnn. Inc. vs. Lemco.lnc.
The Caribbean
CL022328AB
Settled and Dismissed
Subiect Matter: Kaufman Lynn successfully completed the Tequesta Terrace and The
Caribbean projects in 2002. Lemco was hired as the electrical subcontractor on the projects;
was unable to complete their scope of work; and had to be supplemented by KL. Lemco sued
KL for breach of contract on the Tequesta project for approximately $174,000.00. KL filed a
- counter suit against Lemco for failure to complete their scope of work on The Caribbean project
for approximately $100,000.00. Lemco was required by the Court to amend its complaint in April
2004, and never filed an amendment. No further court activity occurred after the hearing on KL's
7
www.kaufmanlynn.com
U.S. Green Building rQ..'..)
Council Member ~
{AUFMAN LYNN
GENERAL CONTRACTORS
Motion to Dismiss in April 2004. KL and Lemco went to mediation in December 2005 in an
unsuccessful attempt to conclude this matter. The parties agreed in December 2006 to mutually
dismiss both lawsuits. The case has settled and has been dismissed.
Lawsuit:
Project:
Case No.:
Status:
Gene Turco vs. Kaufman Lvnn. Inc.
LA Fitness Boca
2004 CA 000807 AG
Settled and Dismissed
Subiect Matter: Kaufman Lynn successfully completed the LA Fitness Boca project in 2002.
Fine Line was the electrical contractor at the LA Fitness Boca project. Gene Turco was an
employee of Fine Line. Turco fell off a ladder and filed a workers comp claim and then filed a
lawsuit against Fine Line. Fine Line and Turco reached a settlement on their lawsuit. Turco then
sued KL claiming that KL discarded the ladder at the end of the project that Turco needed in
order to file a lawsuit against the manufacturer. The parties mediated and KL agreed to pay
$5,000.00 to Turco in July 2006. The case has settled and has been dismissed.
~
Lawsuit:
Project:
Case No.:
Status:
Rvan Sales & Service. Inc. vs. Kaufman Lvnn. Inc.
Silver Companies Office Building
502005CA011142X}OC(AF
Settled and Dismissed
Subiect Matter: Kaufman Lynn successfully completed the Silver Company's building in 2006.
Ryan was the siteworks subcontractor for KL. Ryan sued KL alleging non-payment in an amount
in excess of $56,134.33, excluding interest and attorneys' fees. KL had a "pay-when-paid
clause" and a "pay-if-paid clause" in its subcontractor agreement with Ryan. The parties agreed
in December 2005 to a settlement in the amount of $56,134.33. The case has settled and has
been dismissed.
Lawsuit:
Project:
Case No.:
Status:
Michael's Electric vs. Kaufman Lvnn. Inc.
United Store All
502005CA008011 XXXXMBAH
Settled and Dismissed
Subiect Matter: Kaufman Lynn successfully completed the United Store-All Coconut Creek in
2001. Michael's Electric was hired as the electrical subcontractor on the project back in June
2000; was unable to complete their scope of work; and had to be supplemented by KL.
Michael's Electric sued KL based on breach of contract for damages in excess of $89,000.00,
excluding interest and attorneys' fees. The parties mediated and KL agreed to pay $10,000.00
to Michael's Electric in December 2005. The case has settled and has been dismissed.
-
8
www.kaufmanlynn.com
U.S. Green Building I~. ...".
Council Member W
No
~ ~ 3.3 Within the last five years, has any officer or principal of your organization ever been an officer or principal of
another organization when it failed to complete a construction contract? (If the answer is yes, please attach details.)
No r-l
~ 3.4 On a separate sheet, list major construction projects your organization has in progressJ giving the name of
project, owner, architect, contract amount, percent complete and scheduled completion datJ. I
Please see attached list ul ---
~ 3.4.1 State total worth of work in progress and under contract:
$48,197,000
~ 3.5 On a separate sheet, list the major projects your organization has completed in the past fiJe years, giving the
name of project, owner, architect, contract amount, date of completion and percentage of tHe cdst of the Jor
performed with your own forces. U
Please see attached list
I
~ 3.5.1 State average annual amount of construction work performed during the pa~y'ears:
$53,994,000
~ 3.6 On a separate sheet, list the construction experience and present commitments of the key individuals~ofyour
organization.
r- Please see Key Staff Resumes Section.
~ 4. REFERENCES
~ 4.1 Trade References:
Please see attached list
~ 4.2 Bank References:
loana Grigore, VP
First Southern Bank
900 Federal Highway
Boca Raton, FL 33432
~ 4.3 Surety:
~ 4.3.1 Name of bonding company:
Berkley Surety Group
~ 4.3.2 Name and address of agent:
Brett Rosenhaus
Nielson & Company, Inc.
4000 S 57th Ave., Ste. 201
Lake Worth, FL 33463
r
~ 5. FINANCING
~ 5.1 Financial Statement.
AXA Document A305'"" _ 1986. Copyright e 196', 1969, 1979 and 1986 by The American Institute of Architects. All rights reserved. 'tOJUlZNGI
'!'hi. A:IA- JlOC\DDent ia protected. by u.s. Copyright Law aDd :IDternational 'l"reatie.. unauthorized reproc1uctiOD or di.tribution of thia An-
Document, or any partiOD of it, .ay re.ult in aevere ciyil aDd cr~Dal penalti.., and will be pro.ecutecS to the ..ximum eKtent po..ibl.
UDder the 1.... This draft was prOduced by AlA software at 09: 03: 59 on 06/30/2008 under Order No.1000336345_2 which expires on 1/212009,
and is not for resale.
U.er Note.. (3114312875)
3
,.-..
KAUFMAN LYNN
GENERAl. CONTRACTORS
Project Name
Contract
Amount
Promise Hospital of Florida III
Location: Wildwood, FL
Owner: Promise Healthcare
Architect: Ascension Group
$15,000,000
Boca Raton Fire Station #5 $4,000,000
Location: Boca Raton, FL
Owner: City of Boca Raton
Architect: Currie, Sowards and Aguila
Temple Beth EI Western Campus $6,500,000
Location: Boca Raton, FL
Owner: Temple Beth EI
Architect: Ypshimo Architects
-
Boca East Library $10,000,000
Location: Boca Raton, FL
Owner: City of Boca Raton
Architect: B & A & Michael Graves
Palm Beach Community College TBD
Renovation Projects
Location: Lake Worth, FL
Owner: Palm Beach Community College
Architect: Song & Associates
Broward Community College $8,000,000
Arts Building #6
Location: Davie, FL
Owner: Broward Community College
Architect: Cartaya & Associates
-
Pre-Construction Projects
Estimated
Completion Date
September 2009
May 2009
September 2009
January 2010
TBD
December 2009
www.kaufmanlynn.com
U.S. Green Building ~)
Council Member ~
% Complete
In Preconstruction
In Preconstruction
In Preconstruction
In Preconstruction
In Preconstruction
In Preconstruction
Current Projects
~
KAUFMAN LYNN
GENERAL (;ONTRACTORS
Estimated % Complete
Completion Date
Project Name
Contract
Amount
Miramar Cultural Arts Park $18,500,000 October 2008 80%
Location: Miramar, FL
Owner: Town of Miramar
Architect: Cartaya & Associates
Recreation & Wellness Center $8,500,000 December 2008 50%
Location: Boca Raton, FL
Owner: Florida Atlantic University
Architect: Borelli & Associates
Hollywood Fire Station #5 $4,300,000 December 2008 70%
Location: Hollywood, FL
Owner: City of Hollywood
Architect: Stephen Boruff, AlA
-
Hollywood Rotary Park $6,200,000 September 2008 90%
Location: Hollywood, FL
Owner: City of Hollywood
Architect: Saltz Michaelson Architects
Alumni Center $4,000,000 August 2008 95%
Location: Boca Raton, FL
Owner: Florida Atlantic University
Architect: Retzsch Lanao Caycedo
Hollywood West Sports Park $6,500,000 August 2008 99%
Location: Hollywood, FL
Owner: City of Hollywood
Architect; Saltz Michelson
Boca Middle Ball Fields $1,500,000 August 2008 85%
Location: Boca Raton, FL
Owner: School District of Palm Beach County
Architect: Zyscovich
-
U.S. Green Building
Council Member
www.koufmonlynn.com
Completed Projects
KAUFMAN LYNN
GENERAL CONTRACTORS
Project Name
Contract
Completion % of Cost
Self-Performed
Okeeheelee Middle School Addition $7,400,000 May 2008 0%
Location: West Palm Beach, FL
Owner: School District of Palm Beach County
Architect: Acai Architects
Program Management Buildout $2,025,000 June 2008 0%
Location: West Palm Beach, FL
Owner: School District of Palm Beach County
Architect: Brown & Brown Architects
Boca Raton Cartoon Museum $10,000,000 June 2008 0%
Location: Boca Raton, FL
Owner: General Growth Properties
Architect: Carroll Associates Architects
-
Spanish River Library $5,800,000 December 2007 0%
Location: Boca Raton, FL
Owner: City of Boca Raton
Architect: Slattery & Associates
Lake Worth Middle School Addition $7,000,000 April 2008 0%
Location: Lake Worth, FL
Owner: School District of Palm Beach County
Architect: Harvard Jolly
Gateway at Sawgrass $9,000,000 August 2007 0%
Location: Sunrise, FL
Owner: Stiles Development
Architect: Architecture 6400
Fire Station # 31 $5,500,000 August 2007 0%
Location: Hollywood, FL
Owner: City of Hollywood
Architect: Stephen Boruff, AlA
Miramar Police Athletic League $6,000,000 May 2007 0%
Location: Miramar, FL
Owner: Town of Miramar
Architect: Saltz Michelson
-
U.S. Green Building ~.'. \.
Council Member ~
www.kaufmanlynn.com
Completed Projects
..--
KAUFMAN LYNN
GENERAt (;ONTRACTORS
Project Name
Contract
Completion % of Cost
Self-Performed
Boca Raton Police & Fire Training $11,000,000 April 2007 0%
Location: Boca Raton
Owner: City of Boca Raton
Architect: PGAL
Martell Lincoln Mercury $3,700,000 April 2007 0%
Location: Miami, FL
Owner: Teal Construction Management
Architect: Gensler Architects
Deerfield Public Works Facility $9,000,000 March 2007 0%
Location: Deerfield Beach, FL
Owner: City of Deerfield Beach
Architect: Tamara Peacock Company
.,,-...
Holman Honda $3,700,000 March 2007 0%
Location: Fort Lauderdale, FL
Owner: Holman Enterprises
Architect: Falkanger, Synder, Martinaeu
Boca Raton Fire Rescue Services $3,400,000 March 2007 0%
Location: Boca Raton
Owner: City of Boca Raton
Architect: Currie Sowards Aguila
Temple Beth EI $1,100,000 January 2007 0%
Location: Boca Raton, FL
Owner: Temple Beth EI of Boca Raton
Architect: BEA International
Pine Crest Dining Hall $3,000,000 January 2007 0%
Location: Fort Lauderdale, FL
Owner: Pine Crest Preparatory School
Architect: Zyscovich
Temple Beth Sholom $6,700,000 December 2006 0%
Location: Miami Beach, FL
Owner: Skyline Management Group
- Architect: Zyscovich
U.S. Green Bu i1ding
Council Membe r
www.kaufmanlynn.com
Completed Projects
----
KAUFMAN LYNN
GENERAL CONTRACTORS
Project Name
Contract
Completion % of Cost
Self-Performed
Florida Atlantic University $4,400,000 December 2006 0%
Wimberly Library
Location: Boca Raton, FL
Owner: Florida Atlantic University
Architect: Williamson, Dacar Associates
Parkland Water Feature $1,200,000 December 2006 0%
Location: Parkland, FL
Owner: WCI Communities
Architect: Krent Wieland Design, Inc.
Holman Bentley $3,600,000 December 2006 0%
Location: Fort Lauderdale, FL
Owner: Holman Enterprises
,.-.. Architect: Falkanger, Synder, Martinaeu
Pines Lincoln Mercury Gallery $6,800,000 May 2006 0%
Location: Pembroke Pines, FL
Owner: Holman Enterprises
Architect: Retzsch Lanao Caycedo
Patriot Corporate Center $6,500,000 June 2006 0%
Location: Boca Raton
Owner: Patriot Realty Partners
Architect: Retzsch Lanao Caycedo
South Florida Heart Institute $2,200,000 May 2006 0%
Location: Boca Raton
Owner: Heart Investments LLC
Architect: Slattery & Associates
Pines Lincoln Mercury Dealership $6,800,000 May 2006 0%
Location: Pembroke Pines
Owner: Holman Enterprises
Architect: Retzsch Lanao Caycedo
Parc Lofts $13,000,000 January 2006 0%
Location: Miami
Owner: Interpide Real Estate
........... Architect: Bermello, Ajamil & Partner
U.S. Green Building
Council Member
www.kaufmanlynn.com
Completed Projects
,-...
KAUFMAN LYNN
GENERAL CONTRACTORS
Project Name
Contract
Completion % of Cost
Self-Performed
School of Palm Beach County $541 ,616 September 2005 0%
Roosevelt Full Service
Location: West Palm Beach
Owner: School of Palm Beach County
Architect: BRPH
Florida Atlantic University - Harriet $1,775,000 September 2005 0%
Wilkes Honor College
Location: Jupiter
Owner: Florida Atlantic University
Architect: Barcia, Brenner, Stomberg
Pine Crest Auditorium $3,200,000 September 2005 0%
Location: Boca Raton
Owner: Pine Crest School
,-.. Architect: Zyscovich Architects
Silver Company $5,300,000 October 2005 0%
Location: Boca Raton
Owner: Silver Management Company
Architect: Retszch Lanao Cayedo Architects
Contractor's Business Park $16,846,321 September 2005 0%
Location: West Palm Beach
Owner: Contractor's Business Park
Architect: Anderson Architect
Meyer Academy $450,100 June 2005 0%
Location: West Palm Beach
Owner: Palm Beach Community Campus Corp.
Architect: Tercilla Courtemanche
Towne Plaza $1,452,300 June 2005 0%
Location: Boca Raton
Owner: Glades & Butts Associates L TD
Architect: Kravit Architectural
Pines BMW Service Addition $1,900,000 June 2005 0%
Location: Pembroke Pines
~ Owner: Holman Enterprise
Architect: Winningham, Bundy & Tice
u.s. Green Building 8
Council Member . ,'. "
www.kaufmanlynn.com
Completed Projects
~
.{AUFMAN LYNN
GENERAl, CONTRACTORS
Project Name
Contract
Completion 0/0 of Cost
Self-Performed
The Meridian $20,500,000 June 2005 0%
Location: Miami
Owner: 2001 Meridian Unlimited
Architect: Zyscovich Architects
Saint Andrews Country Club $6,450,000 January 2005 0%
Location: Boca Raton, FL
Owner: Schmier & Feurring
Architect: SGA Architects
Florida Atlantic University $2,270,596 November 2004 0%
Louis & Anne Green Memory
Wellness Center
Location: Boca Raton, FL
,-- Owner: Florida Atlantic University
Architect: Saltz Michelson Architects
Pine Crest Football Field $560,000 August 2004 0%
Location: Fort Lauderdale, FL
Owner: Pine Crest School
Architect: Martin, Moul & Wilkin, Inc.
Pine Crest Middle School $4,400,000 June 2004 0%
Location: Boca Raton, FL
Owner: Pine Crest School
Architect: Martin, Moul & Wilkin, Inc.
LA Fitness - Miami Gardens $4,123,000 April 2004 0%
Location: Miami Beach, FL
Florida International University $5,300,000 October 2004 0%
Graham Center
Location: Miami, FL
Owner: Florida International University
Architect: MC Harry & Associates
Saint Andrews Country Club Entry $2,471,000 October 2004 0%
Location: Boca Raton, FL
,- Owner: Schmier & Feurring
Architect: SGA Architects
u.s. Green Building
Council Member
www.kaufmanlynn.com
Completed Projects
,,-..
KAUFMAN LYNN
GENERAL CONTRACTORS
Project Name
Contract
Completion % of Cost
Self-Performed
Pine Crest Middle School $4,400,000 June 2004 0%
Location: Boca Raton, FL
Owner: Pine Crest School
Architect: Martin, Moul & Wilkin, Inc.
LA Fitness - Miami Gardens $4,123,000 April 2004 0%
Location: Miami Beach, FL
Owner: LA Fitness International LLC
Architect: Saltz Michelson
Mirador Mixed Use $7,200,000 February 2004 0%
Location: Miami Beach, FL
Owner: Charles E. Smith Residential
Architect: Zyscovich Architects
-- LA Fitness - Casselberry $3,405,000 December 2003 0%
Location: Winter Park
Owner: LA Fitness International LLC
Architect: Saltz Michelson
Junior League Office $ 644,000 November 2003 0%
Location: Boca Raton, FL
Owner: Junior League of Boca Raton
Architect: Slattery & Assoc.
Collier City Library $1,200,000 October 2003 0%
Location: Collier City, FL
Owner's Rep: JM Family Enterprises
Architect: Joseph Middlebrooks & Assoc.
Walgreens $1,392,000 October 2003 0%
Location: Coconut Creek, FL
Owner: RLC
Architect: Richard Wensing
LA Fitness - Deerfield Beach $3,223,000 October 2003 0%
Location: Deerfield Beach, FL
Owner: LA Fitness International LLC
Architect: Kenneth Carlson
-
u.s. Green Building ~."
COllncil Member ~
www.kaufmanlynn.com
Completed Projects
,'-"
KAUFMAN LYNN
GENERAL CONTRACTORS
Project Name
Contract
Completion % of Cost
Self-Performed
LA Fitness - Wellington $3,087,000 August 2003 0%
Location: Wellington, FL
Owner: LA Fitness International LLC
Architect: Saltz Michelson
LA Fitness - Waterford Lakes $3,298,000 July 2003 0%
Location: Orlando
Owner: LA Fitness International LLC
Architect: Saltz Michelson
St. Andrews Schmidt Science Center $2,560,000 June 2003 0%
Location: Boca Raton, FL
Owner: St. Andrews School
Architect: STH Architects
~""""
Florence Fuller Administration Bldg. $ 625,000 April 2003 0%
Location: Boca Raton, FL
Owner: Florence Fuller Development Center
Architect: Kenneth Carlson
Robb & Stucky Interior Renovation $3,200,000 March 2003 0%
Location: Boca Raton, FL
Owner: Robb & Stucky Furniture
Architect: Retszch Lanao Cayedo Architects
Memorial Health & Fitness $ 991,500 March 2003 0%
Rehabilitation Center
Location: Hollywood, FL
Owner: Memorial Hospital West
Architect: Saltz Michelson
,-.
U.S. Green Building ~
Council Member ~
www.kaufmonlynn.com
Business and Trade References
---
KAUFMAN LYNN
GENERAl, eONTRACTORS
NAME ADDRESS CONTACT
American Equipment Rental 1651 N. Powerline Road Credit Department
Pompano Beach, FL 33069 (954) 971-2506
(954) 972-7159
Chuck's Backhoe Service, Inc. 2301 N.W. 15th Court Don Horowitz
Pompano Beach, FL 33069 (954) 973-6600
(954) 973-6667
Deerfield Builders Supply 77 S.E. 2nd Avenue George Bowles
Deerfield Beach, FL 33441 (954) 427-1010
(954) 570-8673
Fine Line Construction & P.O. Box 1452 Joseph Hummel
Electric, Inc. Boca Raton, FL 33429 (954) 989-0911
(954) 786-0403
Southern Waste Systems, LLC 790 Hillbrath Drive Mary Adel
.--. Lantana, FL 33462 (561) 582-6688
(561) 582-6674
_.
U.S. Green Building Q. >.>
Council Member ~'
www.koufmonlynn.com
~ 5.1.1 Attach a financial statcmcnt, prcfcrably auditcd, including your organization's latest balance sheet
and income statement showing the following items: Please see our Audited Financial Statement
('
Currcnt Assets (e.g., cash, joint venture accounts, accounts receivable, notes receivable, accrued
income, deposits, materials inventory and prepaid expenses);
Net Fixed Assets;
I
OctherAtsLs~tsb;'I't' ( t bl t bl d : l_...~._-r.-"----
urren la 1 lIeS e.g., accoun s paya e, no es paya e, accrue expenses, provISIon lor Income
taxes, advances, accrued salaries and accrued payroll taxes); I r - --
Other Liabilities (e.g.. capital. capital stock, authorized and outstanding shares (par values, earned
surplus and retained earnings). I J
L
~ 5.1.2 Name and address of firm preparing attached financial statement, and date thereof:
Davidson. Golden, Lundy & Forehand, P.c. II Jl
Certified Public Accountant
Six Cadillac Drive, Suite 410
Brentwood, TN 37027
Altn: Robert A. Davidson (615) 661-6599 I
J
~ 5.1.3 Is the attached financial statement for thc identical organization named on page one?
~
Yes
~ 5.1.4 Ifnot, explain the relationship and financial responsibility of the organization whose fioantial
r ""ement i, provided (e.g., porent.,ub,idi"y). ~
~ 5.2 WiJI the organization whose financial statement is attached act as guarantor of the con~tructiOn?
~:e:IGNATURE ~~~~
~ 6.1 Dated at this 18t~~ ~ July, 2~ .
Name of Organization: Kaufman Lynn Inc., General Contractors
By: Michael] Kaufman
Title: President
~ 6.2 Mr. Michael I Kaufman being duly sworn deposes and says that the information provilied'herein-is-true'and
sufficiently complete so as not to be misleading.
Subscribed and sworn before me this 18th day of July 2008
Notary Public: ~
My Commission Expires: :3/ l ~ It t
t~
. ':-"';\:;Y~UC'STATE OF FLORIDA
...........,.... Melinda R. Walling
~. fCo~ssioD #DD652167
"" ".- ExpireS: MAR. 18,2011
i.0t:~E'D THRU ATLANllC BONDING CO.,INe.
r
A.XI. DocuIMat A,305W1 _ 19". copyright. e 19'.. 1969. 19" aDd l'B6 by The American Institute or Architect.s. 1.11 right. r...rved. ~I
ftJ.. AlA- ~t 1. prot.ect.ed by 0... CopyrlgJ.t. uw &Ad IDt.eraat.10Dal ......1:1... Uaa'Gt.laoI"i..s ~tioo or 4Jat.ributlOD of' ULl. ~.
~t.# or UQ' ponloa. of It., ..y r..u.lt. 1a .......lr. ct.,.!1 aDd crJ.a1a.al paaa1.t.l.., aDd will be proeecuted to tbe ...s..u. eat.eDt poaalbl. 4
_ tbe I.... This dr~ft w~s produced by AlA Boftware at 09:03:~9 on 06/3012008 under Order No.I00033634~_2 which expires on 112/2009.
and is not for resale.
U.ar Not... (311431281~)
r
: AlA Document 8305'" - 1993
Architect's Qualification Statement
DATE: July 18,2008
SUBMITTED TO: City of A ventura
ADDRESS: 19200 West Country Club Drive
Aventura, FL 33180
PGAL
ADDITIONS AND DELETIONS:
The author of this document has
added information needed for its
completion. The author may also
have revised the text of the original
AlA standard form. An Additions and
Deletions Report that notes added
information as well as revisions to
the standard form text is available
from the author and should be
reviewed. A vertical line in the left
margin of this document indicates
where the author has added
necessary information and where
the author has added to or deleted
from the original AlA text.
This document has important legal
consequences. Consultation with an
attorney is encouraged with respect
to its completion or modification.
NAME OF PROJECT (If Applicable): Aventura Charter School Design Build
1. BASIC INFORMATION
91.1 Architect: (Firm Name)
91.2 Business Address:
791 Park of Commerce Boulevard
Suite #400
Boca Raton, FL 33487
r
91.3 Telephone Number:
561-988-4002
9 1.4 Person to Contact:
Ian A. Nestler, AlA
91.5 Type of Organization: (Check one)
] Individual or Sole Proprietorship
] Professional Corporation/Association
[X ] Corporation
] Partnership
] Joint Venture*
] Other*
*If Joint Venture or Other, give details.
N/A
2. GENERAL STATEMENT OF QUALIFICATIONS
See Proposal in its entirety.
r
3. GENERAL INFORMATION
AlA Document B305â„¢ - 1993 (formerly B431 Tht - 1993). Copyright @ 1963, 1979 and 1993 by The American Institute of Architects. All rights reserved.
WARNING: This AlA" Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AlA" 1
Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
This document was produced by AlA software at 11 :00:26 on 07/17/2008 under Order No. 1 000336345_2 which expires on 1/212009, and is not for resale.
User Notes: (3549117790)
r
r
('
(This information may be provided via the Architect's brochure which may be attached and listed in Article 8.)
~ 3.1 Names of Principals:
Ian A. Nestler
~ 3.2 Professional History:
See Section I A
~ 3.3 Registration Status:
Current with Department of Business & Professional Regulation, Tallahassee, Florida
~ 3.4 Professional Affiliations:
American Institute of Architects (See Section lA)
~ 3.5 Key Personnel:
See Resumes
~ 3.6 Total Number of Staff:
211
~ 3.7 Number of Registered Architects:
78
~ 3.8 Honors and A wards:
~ 3.9 Professional and Civic Involvement:
4. RELATED PROFESSIONAL SERVICES
(List proposed consultants, if applicable.)
See Section I C (SF 255)
~ 4.1 Structural:
See Section IC (SF 255)
~ 4.2 Mechanical:
See Section 1 C (SF 255)
~ 4.3 Electrical:
See Section I C (SF 255)
~ 4.4 Interior Design:
AlA Document B305â„¢ - 1993 (formerly B431TM - 1993). Copyright @ 1963, 1979 and 1993 by The American Institute of Architects. All rights reserved.
WARNING: This AlA" Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AlA"
Document, or any portion of it, may result In severe civil and criminal penalties. and will be prosecuted to the maximum extent possible under the law.
This document was produced by AlA software at 11:00:26 on 07/17/2008 under Order No.1 000336345_2 which expires on 1/2/2009, and is not for resale.
User Notes: (3549117790)
2
r
r
r
See Section I C (SF 255)
~ 4.5 Others:
5. PROJECTS
(Projects for which personnel of this firm had responsible charge while associated with other firms are indicated by
an asterisk.)
~ 5.1 The following projects are representative of the Architect's recent work. A brief description of each project is
attached.
See Section IA
~ 5.2 Other representative projects with dates of completion:
See Section C.I (SF 255)
6. REFERENCES
See Section I B
7. STATEMENT OF POTENTIAL CONFLICTS OF INTEREST
None
8. ADDITIONAL INFORMATION
(If attachments are provided, list them here.)
See Proposal in its entirety.
ARCHITECT:
By:
I hereby certify that, as of the above date, the information provided in this Architect's Qualification Statement is true
and sufficiently complete so as not to be misleading.
fa- A - ~
(Signature)
Ian A. Nestler, AlA, Principal
(Printed name and title)
(Paragraphs deleted)
AlA Document B305Tlol - 1993 (formerly B431TM - 1993). Copyright @ 1963, 1979 and 1993 by The American Institute of Architects. All rights reserved.
WARNING: This AlA" Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AlA" 3
Document, or any portion of it, may result in severe civil and criminal penalties. and will be prosecuted to the maximum extent possible under the law.
This document was produced by AlA software at 11 :00:26 on 07/17/2008 under Order No.1 000336345_2 which expires on 1/212009, and is not for resale.
User Notes: (3549117790)
-
PROPOSAL FORMS
CITY OF AVENTURA
REQUEST FOR QUALIFICATIONS
DESIGN AND BUILD CLASSROOM ADDITIONS TO CHARTER
SCHOOL
RFQ # 08-07-18-2
PROPOSAL FORM
I have carefully examined the Request for Qualifications.
I hereby propose to furnish the goods and services specified in the Request for
Qualifications. I agree that my submittal will remain firm for a period of 120 days after
opened by the City in order to allow the City adequate time to evaluate the proposals.
,-.
I certify that all information contained in this proposal is truthful to the best of my
knowledge and belief. I further certify that I am duly authorized to submit this proposal
on behalf of the Company named as Proposing Company and that said Company is
ready, willing and able to perform if awarded the contract.
I further certify, under oath, that this proposal is made without prior understanding,
agreement, connection, discussion, or collusion with any other person, firm or
corporation submitting a proposal; no officer, employee or agent of the City of Aventura
or any other proposer has an interest in said proposal. Furthermore, I certify that the
undersigned executed this Proposal Form with full knowledge and understanding of
matters therein contained and was duly authorized to do so.
Addendum # _1_ Dated _6-27-08_
Addendum # 2 Dated _7-1-08_
Addendum # _3_ Dated _7-8-08_
Attached hereto are the following forms/documents which form a part of this proposal:
Attachments
,.-.
Proposal Form
Respondent's Certification
"No Bid or Proposal" Response
Agency Reference List
Other References
Proposer's Qualifications
Indemnification Clause
22
,-
Sworn Statement Pursuant to Section 287.133 (3) (a), Florida Statutes,
On Public Entity Crimes
Business Entity Affidavit
Drug-Free Workplace Affidavit
Anti-Kickback Affidavit
Non-Collusive Affidavit
Kaufman Lynn Inc.. General Contractors
NAME F. BUSINESS
/~
p/
Michael!. Kaufman, President
NAME & TITLE, TYPED OR PRINTED
MAILING ADDRESS
622 Banvan Trail. Suite 300
Boca Raton, FL 33431
-
CITY, STATE, ZIP CODE
(561 ) 361-6700
TELEPHONE NUMBER
STATE OF Florida
)
) SS
)
COUNTY OF Palm Beach
The foregoing instrument was sworn to and subscribed before me this 18th day of
July I 200~ by Michael Kaufman who is
personally known to me or produced t-.lJ ~ as
i ntification.
NOTARY PUBLIC, State of
Print Name: Mth~dCl. \ikl\ (~
Commission No.:
Commission Expires: ~ l
SEAL
NOTARY PUBLIC. STATE or FLOIUn!
""""" M li d R W Iii
t . ena . a ng
\._)CO~s.sion #DD652167
..,.....,. Explres. MAR. 18. 2011
BONDED THltU ATLANTIC &ONDlNG co..lNC.
(if Corporation)
--
23
-.
CITY OF AVENTURA
REQUEST FOR QUALIFICATIONS
DESIGN AND BUILD CLASSROOM ADDITIONS TO CHARTER
SCHOOL
RFQ # 08-07-18-2
RESPONDENT'S CERTIFICATION
CERTIFICATE
(if Corporation)
STATE OF Florida
)
)SS
)
COUNTY OF Palm Beach
I HEREBY CERTIFY that a meeting of the Board of Directors of
~
the Kaufman Lynn Inc., General Contractors
a corporation existing under the laws of-the-State of Florida
held on November 20th
, 2004 ,the following resolution was duly passed
and adopted:
RESOLVED, that, as President of the Corporation, be and is hereby
authorized to execute the proposal dated, June 15 , 20~to the City of
Aventura from this corporation and that his execution thereof, attested by the
Secretary of the Corporation, and with the Corporate Seal affixed, shall be the
official act and deed of this Corporation
I further certify that said resolution is now in full force and effect.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official
seal of corporation on this the sixteenth of July ,2008
~ \'
, 4. 4.f" '--1>1 . (04lPl1J ,~
Secretary
, (SEAL)
-
24
.~
CITY OF AVENTURA
REQUEST FOR QUALIFICATIONS
DESIGN AND BUILD CLASSROOM ADDITIONS TO CHARTER
SCHOOL
RFQ # 08-07-18-2
AGENCY REFERENCE LIST
Please list five (5) Governmental Agency contract references for which you
have done business within the past three (5) years, if available:
Agency Name:
City of Hollywood Beach
Address:
2600 Hollywood Blvd.
City, State, & Zip Code: Hollywood, FL 33020
.-
Contact's Name & Phone #:
Mr. Jitu Patel - 954-921-3900
Agency Name:
City of Miramar
Address:
2300 Civic Center Place
City, State, & Zip Code: Miramar, FL 33025
Contact's Name & Phone #:
Mr. Vernon Hargray - 954-602-3119
Agency Name:
City of Boca Raton
Address:
201 West Palmetto Park Rd.
City, State, & Zip Code: Boca Raton, FL 33432
,.-
Contact's Name & Phone #:
Mr. Bob DiChristopher - 561-416-3385
27
~
REFERENCES (continued)
Agency Name:
School District of Palm Beach County
Address:
3300 Forest Hill Blvd.
City, State, & Zip Code: West Palm Beach, FL 33406
Contact's Name & Phone #: Mr. Jim Cartmill - 561-434-8000
Agency Name:
Florida Atlantic University
Address:
777 Glades Road, Bldg. CO-69
City, State, & Zip Code: Boca Raton, FL 33431
,-
Contact's Name & Phone #:
Mr. Tom Donaudy - 561-297-0083
Attach additional sheets if necessary.
If there are less than five (5) agencies listed above, complete Attachment B-1 to bring
the total number of references to at least five (5).
-
28
~
CITY OF AVENTURA
REQUEST FOR QUALIFICATIONS
DESIGN AND BUILD CLASSROOM ADDITIONS TO CHARTER
SCHOOL
RFQ # 08-07-18-2
OTHER REFERENCES
Please list NAME OF COMPANY, ADDRESS, PHONE NO., AND CONTACT PERSON
AT COMPANY of any other Non-Governmental entities for which you have done
business within the past three (5) years:
Agency Name:
Temple Beth Sholom
Address:
1125 Washington Ave
City, State, & Zip Code: Miami Beach, FL33139
..-.
Contact's Name & Phone #:
Saul Gross - 305-321-0599
Agency Name:
Boca Raton Museum of Art
Address:
501 Plaza Real
City, State, & Zip Code: Boca Raton, FL 33432
Contact's Name & Phone #:
Jo Borrow (Former President) - 561-361-0070
Agency Name:
Center for the Arts
Address:
433 Plaza Real, Suite 339
City, State, & Zip Code: Boca Raton, FL 33432
,-
Contact's Name & Phone #:
Mr. Charles L. Siemon - 561-368-3808
29
~
~
~
OTHER REFERENCES (continued)
Agency Name:
Address:
City, State, & Zip Code:
Contact's Name & Phone #:
Agency Name:
Address:
City, State, & Zip Code:
Contact's Name & Phone #:
Note: The total number of references contained on Agency References and Other
References must total at least five (5).
30
...-
CITY OF AVENTURA
REQUEST FOR QUALIFICATIONS
DESIGN AND BUILD CLASSROOM ADDITIONS TO CHARTER
SCHOOL
RFQ # 08-07-18-2
PROPOSER'S QUALIFICATIONS
(Page 1 of 3)
NOTE: This statement of Proposer's Qualification must be completely filled out,
properly executed and returned as part of your Proposal.
1. List the true, exact and proper names of the company, partnership, corporation,
trade or fictitious name under which you do business and principals by names and
titles:
",-.
Name of Company: Kaufman Lynn Inc., General Contractors
Address: 622 Banyan Trail, Suite 300
Boca Raton, FL 33431
Principals: Michael Kaufman
Stephen Haskins
Bruce Cavossa
Titles: President
CFO
VP of Operations
2. a. Are you licensed, as may be required, in the designated area(s) of Miami-Dade
County, Florida?
YES X
NO
b. List Principals Licensed:
Name(s): Michael Kaufman
Title: President
Bruce Cavossa
VP of Operations
Remarks: Operates under State Issued Licences
Not County Specific
3. How long has your company been in business and so licensed? 19 years
.,,-..
31
,,-....
PROPOSER'S QUALIFICATIONS (continued)
(Page 2 of 3)
4. If Proposer is an individual, corporation or a partnership, answer the following:
a. Date of Organization January 1989
b. Name, address and ownership units of all partners:
Michael!. Kaufman, President - 100% Owner
622 Banyan Trail, Suite 300
Boca Raton, FL 33431
c. State whether general or limited partnership: N/A
d. State whether a corporation Yes
incorporation January 24, 1989 - Florida
Date and place of
If Proposer is other than an individual, corporation or partnership, describe the
organization and give the name and address of principals.
~
N/A
5. If Proposer is operating under a fictitious name, submit evidence of compliance with
the Florida Fictitious Name Statute. N/A
6. How many years has your organization been in business under its present business
name?
19 years
a. Under what other former names has your organization operated?
N/A
7. a. Has your company ever failed to complete a bonded obligation or to complete a
contract?
YES
NO
x
~
a If so, give particulars including circumstances, where and when, name of
bonding company, name and address of City and disposition of matter:
32
,-..
PROPOSER'S QUALIFICATIONS (continued)
(Page 3 of 3)
N/A
b. Are you now or in the past five (5) years been involved as a defendant in
litigation concerning the performance of your company operations? If so list:
Please see our "Litigation History"
8. a. List the pertinent experience of the key individuals of your organization;
(continue on insert sheet, if necessary).
Please see resumes in the Project Team section
,-..
b. State the name of the individual(s) who will have personal supervision of the
work:
Murrell Perry, Jason Roth, Don Whisman
9. List name and title of persons in your company who are authorized to enter into a
contract with the City of Aventura, Florida for the proposed work should your
company be the successful Proposer.
Name Michael Kaufman
Title President
10. Describe your Company's experience in providing services to other police agencies
similar to the comprehensive service to be provided herein.
Please see attached description.
-
33
PROPOSER'S QUALIFICATIONS: QUESTION #10
10. Descrihe your Company's experience in providing services to other police agencies similar to the comprehensive
service to he provided herein.
The Kaufman lynn/PGAl Design/Build team has extensive successful experience providing services for public entities. Orderly
cammunicotians is ane af the primary reasans for our success with public owners. Our process includes the follawing:
Initial Meeting-Immediately upon being selected as the Design/Builder, we will arrange a team kickoff meeting for all team
members (owner, architect, Kaufman Lynn and all other key people) for a thorough review of the project. Business
cards are exchanged, everyone's rale is defined and all necessary lines af communicotion would be established. Action Plans would be
develaped, time frames would be established for completion af Action Plan items and a follow up meeting would be scheduled. We will
start by working with the owner to review the initial design to ensure all program issues are included for a seamless addition to the
existing schoal.
Coomination of Adivities/Accountahility-After the initial meeting, we set weekly meetings for complete and accurate
exchanges of information and maximum accountability. During each meeting all vital prajectlog information (shap drawings,
procurement, RFI's, ete...) are reviewed with all parties. If action is necessary, a task is assigned and put on a master "Action" list
r with the responsible party's name and date of completion for the item. At the conclusion af the meeting, the master Action list is
,
reviewed to make sure that everyone knows what they are responsible for and when the information is due. Each subsequent weekly
meeting starts off by reviewing the previous week's master Action list to ensure everyone has completed their tasks and determine
the team's next steps. This pracess is very effective at ensuring overall coordination and keeping everyone accountable.
Distrihution of Information/Record Keeping--Kaufman Lynn will provide detailed and accurate record keeping in accordance
with our Owners objectives. We use the latest construction software in the industry for accounting (Timberline), project management
(Expedition) and scheduling (SureTrak). We train our staff in every pragram and ensure continued training to ensure proficiency for all
future updates. Our information management processes have allowed us to complete our jobs early or on time and
within or below budget and provide the owner with accurate current information when they want it.
Projed Accounting-In an effort to continually adjust to our Owners' needs and create optimum performance on each jab site, we
have added a project accountant to each project team. This is unique in the constructian industry. This vital member meets with the
Owner's accounting staff priar to constructian start up and creates forms to match the Owner's. He or she then has a meeting with all
subcontractors on the project and distributes the documents to make the forms become part af the standard process. The praject
accountant allends project meetings to ensure he/she is aware of all issues. This procedure has proven extremely successful in
that it creates a smooth monthly facilitation of paperwork and allows the Owner's accountants access to our
accountants who all"speak the same language". In turn, our owners pay us in a timely fashion which allows us to pa our
(" subcontractars promptly. The end result is direct communication between financial staffs and more time devoted to building th
building by our job site project manager.
DESIGN-BUilD IO.PGAL
UClll6lf~
-
.-.
CITY OF A VENTURA
REQUEST FOR QUALIFICATIONS
DESIGN AND BUILD CLASSROOM ADDITIONS TO CHARTER
SCHOOL
RFQ # 08-07-18-2
INDEMNIFICATION CLAUSE
-
The Contractor shall indemnify, defend and hold harmless the City Commission, the
City of Aventura and their agents and employees from and against all claims, damages,
losses and expenses (including attorney's fees) arising out of or resulting from the
contractor's performance of the work, provided that any such claim, damage, loss or
expense (1) is attributable to bodily injury, sickness, disease or death, or to injury to or
damage on destruction of property including the loss of use resulting therefrom, and (2)
is caused in whole or in part by any breach or default by Contractor or negligent act or
omission of the Contractor, any Subcontractor, anyone directly or indirectly employed by
any of them or anyone for whose acts any of them may be liable, regardless or whether
or not it is caused in part by a party indemnified hereunder.
Michael Kaufman
Proposer's Name
~~~k
ign .. re ' Date
STATE OF FLORIDA
PALM BEACH COUNTY
SWORN TO AND SUBSCRIBED before me, the under signed authority,
Michael Kaufman, President who, after first being sworn by me, affixed his/hea
[name of individual signing] , J' .. D
signature in the space provided above on this ~ day Oft.U..11 ' 20 ('fi3
JJ'lo.L Arh<- /}Joj f ~
NOTARY PUBLIC
NOTARY PUBLIC. STATE OF FLORIDA
~""'''''''''' Melinda R. Walling
E W ~Commission #DD652167
~,~.~ Expires: MAR. 18, 2011
Bo;IDw THRU ATLANTIC 1l0NDING co., INC.
-
34
,-..
SWORN STATEMENT PURSUANT TO SECTION 287.133 (3) (a),
FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES
THIS FORM MUST BE SIGNED AND SWORN TO IN THE
PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICAL
AUTHORIZED TO ADMINISTER OATHS.
1. This sworn statement is submitted to the CITY OF A VENTURA, FLORIDA
By: Michael Kaufman, President
(print individual's name and title)
For: Kaufman Lynn Inc., General Contractors
(print name of entity submitting sworn statement)
whose business address is: 622 Banyan Trail, Suite 300, Boca Raton, FL 33431
and (if applicable) its Federal Employer Identification Number (FEIN) is:
65-0098115
(If the entity has no FEIN, include the Social Security Number of the individual
signing this sworn statement: ).
2. I understand that a "public entity crime" as defined in Paragraph 287.133 (1)(g),
- Florida Statutes, means a violation of any state or federal law by a person with
respect to and directly related to the transaction of business with any public entity or
with an agency or political subdivision of any other state or of the United States,
including but not limited to, any bid or contract for goods or services to be provided
to any public entity or an agency or political subdivision of any other state or of the
United States and involving antitrust, fraud, theft, bribery, collusion, racketeering,
conspiracy, or material misrepresentations.
3. I understand that "convicted" or "conviction" as defined in Paragraph 287.133 (1) (b),
Florida Statutes, means a finding of guilt or a conviction of a public entity crime, with
or without an adjudication of guilt, in any federal or state trial court of record relating
to charges brought by indictment or information after July 1, 1989, as a result of a
jury verdict, non-jury trial, or entry of a plea of guilty or non contendere.
4. I understand that an "affiliate" as defined in Paragraph 287.133(1 )(a), Florida
Statutes, means:
1. A predecessor or successor of a person convicted of a public entity crime; or
~
2. An entity under the control of any natural person who is active in the
management of the entity and who has been convicted of a public entity crime.
The term "affiliate" includes those officers' directors, executives, partners,
shareholders, employees, members, and agents who are active in the
management of an affiliate. The ownership by one person of shares constituting
35
-
a controlling interest in another person, or a pooling of equipment or income
among persons when not for fair market value under an arm's length agreement,
shall be a prima facie case that one person controls another person. A person
who knowingly enters into a joint venture with a person who has been convicted
of a public entity crime in Florida during the preceding 36 months shall be
considered an affiliate.
5. I understand that a "person" as defined in Paragraph 287.133(1) (e), Florida
Statutes, means any natural person or entity organized under the laws of any state
or of the United States with legal power to enter into a binding contract and which
bids or applies to bid on contracts for the provision of goods or services let by a
public entity, or which otherwise transacts or applies to transact business with a
public entity. The term "person" includes those officers, directors, executives, and
partners. Shareholders, employees, members, and agents who are active in
management of an entity.
6. Based on information and belief, the statement, which I have marked below, is true
in relations to the entity submitting this sworn statement. (Indicate which statement
applies).
-
1lll Neither the entity submitting this sworn statement, nor any of its officers,
directors, executives, partners, shareholders, employees, members, or agents
who are active in the management of the entity, nor any affiliate of the entity has
been charged with and convicted of a public entity crime subsequent to July 1,
1989.
D The entity submitting this sworn statement, or one or more of its officers,
directors, executives, partners, shareholders, employees, members, or agents
who are active in the management of the entity, or an affiliate of the entity has
been charged with and convicted of a public entity crime subsequent to July 1,
1989.
D The entity submitting this sworn statement, or one or more of its officers,
directors, executives, partners, shareholders, employees, members, or agents
who are active in the management of the entity, or an affiliate of the entity has
been charged with and convicted of a public entity crime subsequent to July 1,
1989. However, there has been a subsequent proceeding before a Hearing
Officer of the State of Florida, Division of Administrative Hearings and the final
Order entered by the Hearing Officer determined that it was not in the public
interest to place the entity submitting this sworn statement on the convicted
vendor list (attach a copy of the final order).
I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING
OFFICER FOR THE PUBLIC ENTITY IDENTIFIED IN PARAGRAPH 1 ABOVE IS
FOR THAT PUBLIC ENTITY ONLY AND THAT THIS FORM IS VALID THROUGH
DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED. I ALSO
,-
36
,.... ...
UNDERSTAND THAT I AM REQUIRED TO INFORM THE PUBLIC ENTITY PRIOR TO
ENTERING INTO A CONTRACT IN EXCESS OF THE THRESHOLD AMOUNT
PROVIDED IN SECTION 287.017, FLORIDA STATUTES FOR CATEGORY TWO OF
ANY CHANGE IN THE INFORMATION CONTAINED IN THIS FORM.
~?-/1;?-
~.g---~~ature
Sworn to and subscribed before me this ~S day '- Wu
200 e "\
Personally
known
X
/
Name of Notary
Notary Public - State of
OR
produced identification
....f\C){\'ctA-
..-
N~!.~~ PU'BUC . STATE OF FLORIDA
/~i:'.;. Melinda R. Walling
~,~ }Co~sion IDD652167
',."..",., Expll'es: MAR. 18 2011
BuNDED THRU ATLANnC BONDING ~o.. INC.
~.
--
37
,#-
CITY OF AVENTURA
REQUEST FOR QUALIFICATIONS
DESIGN AND BUILD CLASSROOM ADDITIONS TO CHARTER
SCHOOL
RFQ # 08-07-18-2
BUSINESS ENTITY AFFIDAVIT
(VENDOR/BIDDER DISCLOSURE)
I, Michael Kaufman, President
State:
, being first duly sworn
The full legal name and business address of the person(s) or entity contracting or
transacting business with the City of Aventura ("City") are (Post Office addresses are
not acceptable), as follows:
,-
65-0098115
Federal Employer Identification Number (If none, Social Security Number)
Kaufman Lynn Inc., General Contractors
Name of Entity, Individual, Partners or Corporation
622 Banyan Trail, Suite 300,
Street Address Suite
Boca Raton,
City
FL
State
33431
Zip Code
OWNERSHIP DISCLOSURE AFFIDA VIT
1. If the contact or business transaction is with a corporation, the full legal name
and business address shall be provided for each officer and director and each
stockholder who holds directly or indirectly five percent (5%) or more of the
corporation's stock. If the contract or business transaction is with a trust, the full
legal name and address shall be provided for each trustee and each beneficiary.
All such names and addresses are (Post Office addresses are not acceptable),
as follows:
Address
622 Banyan Trail, Suite 300
Boca Raton, FL 33431
Ownership
Full Leaal Name
Kaufman Lynn Inc.,
General Contractors
100 %
%
-
38
-
BUSINESS ENTITY AFFIDAVIT (continued)
%
%
%
The full legal names and business address of any other individual (other than
subcontractors, material men, suppliers, laborers, or lenders) who have, or will have,
any interest (legal equitable, beneficial or otherwise) in the contract or business
transaction with the City are (Post Office addresses are not acceptable), as follows:
N/A
,-..
~~.
SignatffFe of Affiant
(Y) I ch a el Kcu{ '1/}j a,1 Pr2E S.
. J
Prmt Name
f-J3-;2W!
Date
day of \.) J.u I 20~.
D\l1i ~ 4~1A~
Notary Public
Notary Public - State of fL. .
My Commission expires: 3} (~f l r
Sworn to and subscribed before me this l ~
Personally known V
OR
Produced identification
Type of identification
\
Printed, typed or
N~lMt~ OF FLORIDA
iij\ Melinda R. Walling
\. )Co~.sion #DD652167
."......' ExpJ.re5. MAR. 18, 2011
BONDED lliRU ATLANTlC IONDING CO., INC.
tamped
<'~
39
-
CITY OF AVENTURA
REQUEST FOR QUALIFICATIONS
DESIGN AND BUILD CLASSROOM ADDITIONS TO CHARTER
SCHOOL
RFQ # 08-07-18-2
DRUG-FREE WORKPLACE AFFIDAVIT
FLORIDA STATE STATUTE 287.087
Identical Tie Bids: Preference shall be given to business with drug-free workplace
programs. Whenever two (2) or more bids which are equal with respect to price, quality,
and service are received by the State or by any political subdivision for the procurement
of commodities or contractual services, a bid received from a business that certifies that
it has implemented a drug-free workplace program shall be given preference in the
award process. Established procedures for processing tie bids will be followed if none
of the tied vendors have a drug-free workplace program. In order to have a drug-free
workplace program, a business shall:
~.
a) Publish a statement notifying employees that the unlawful manufacture,
distribution, dispensing, possession, or use of a controlled substance is
prohibited in the workplace and specifying the actions that will be taken against
employees for violations of such prohibition.
b) Inform employees about the dangers of drug abuse in the workplace, the
business's policy of maintaining a drug-free workplace, any available drug
counseling, rehabilitation, and employee assistance programs, and the penalties
that may be imposed upon employees for drug abuse violations.
1) Give each employee engaged in providing the commodities
or contractual services that are under Bid a copy of the statement
specified in subsection (1).
2) In the statement specified in subsection (1), notify the
employees that, as a condition of working on the commodities or
contractual services that are under Bid, the employee will abide by the
terms of the statement and will notify the employer of any conviction of, or
plea of guilty or nolo contendere to, any violation of chapter 893 or of any
controlled substance law of the United States or any state, for a violation
occurring in the workplace no later than five (5) days after such conviction.
-
40
-
DRUG-FREE WORKPLACE AFFIDAVIT (continued)
3) Impose a sanction on, or require the satisfactory
participation in a drug abuse assistance or rehabilitation program if such is
available in the employee's community, by any employee who is so
convicted.
4) Make a good faith effort to continue to maintain a drug-free
workplace through the implementation of this section.
FLORIDA STATE STATUTE 287.087
As the person authorized to sign the statement, I certify
the above requirements.
-
-
41
,...-.
CITY OF AVENTURA
REQUEST FOR QUALIFICATIONS
DESIGN AND BUILD CLASSROOM ADDITIONS TO CHARTER
SCHOOL
RFQ # 08-07-18-2
ANTI-KICKBACK AFFIDAVIT
STATE OF FLORIDA
}
}
}
SS:
COUNTY OF Palm Beach
I, the undersigned, hereby duly sworn, depose and say that no portion of the sum
herein bid will be paid to any employees of the City of Aventura, its elected officials, and
or its design consultants, as a commission,
kickback, reward or gift, directly or indirectly by me or any member of my firm or by an
officer of the corporation.
.--
BY:~~
Title: Michaer1~~~~::an, President
Sworn and subscribed before this
12L day_ of J~ ' 20..Q!O
ffio~l,~ M)JJ.i~
Notary Public, State of Florida ~
JYl.d(~ kW li ~
(Printed Name)
My commission expires: 3/\~ \-U
-
NOTARY PUBIJC . STATE OF FLORIDA
.ti\ Melinda R. Walling
~ }CO~SSiOD#DD6S2167
.."........ Exp1res: MAR. 18, 2011
BONDED T!l1lU A:I'LAlmc IONDING co., me.
42
.-.
CITY OF AVENTURA
REQUEST FOR QUALIFICATIONS
DESIGN AND BUILD CLASSROOM ADDITIONS TO CHARTER
SCHOOL
RFQ # 08-07-18-2
NON-COLLUSIVE AFFIDAVIT
STATE OF FLORIDA
}
}
}
SS:
COUNTY OF Palm Beach
Michael Kaufman
being first duly sworn, deposes and says that:
-
a) He/sk&is the President ,
(Owner, Partner, Officer, Representative or Agent) of
Kaufman Lynn Inc., General Contractors the Proposer that has submitted the attached
Proposal;
b) He/she is fully informed respecting the preparation and contents of
the attached Proposal and of all pertinent circumstances respecting such
Proposal;
c) Such Proposal is genuine and is not collusive or a sham Proposal;
d) Neither the said Proposer nor any of its officers, partners, owners,
agents, representatives, employees or parties in interest, including this affiant,
have in any way colluded, conspired, connived or agreed, directly or indirectly,
with any other Proposer, firm, or person to submit a collusive or sham Proposal
in connection with the Work for which the attached Proposal has been submitted;
or to refrain from proposing in connection with such work; or have in any manner,
directly or indirectly, sought by person to fix the price or prices in the attached
-
43
,...-.
Proposal or of any other Proposer, or to fix any overhead, profit, or cost elements
of the Proposal price or the Proposal price of any other Proposer, or to secure
through any collusion, conspiracy, connivance, or unlawful agreement any
advantage against (Recipient), or any person interested in the proposed work;
e) The price or prices quoted in the attached Proposal are fair and
proper and are not tainted by any collusion, conspiracy, connivance, or unlawful
agreement on the part of the Proposer or any other of its agents, representatives,
owners, employees or parties in interest, including this affiant.
Signed, sealed and delivered
in the presence of:
-
~
/'~---'
Michael Kaufman
(Printed Name)
President
(Title)
-
44
~
NON-COLLUSIVE AFFIDAVIT (continued)
ACKNOWLEDGMENT
COUNTY OF Palm Beach
}
}
}
SS:
STATE OF FLORIDA
BEFORE ME, the undersigned authority personally appeared
to me well known and known by me to
be the person described herein and who executed the foregoing Affidavit and
acknowledged to and before me that Michael Kaufman
executed said Affidavit for the purpose therein expressed.
\ WITNESS,
U~--tJ
~
my hand and official seal this
, 20.eg.
l<a
day of
N~~ PUBLIC. STATE 0' PLOIUDA
l~"", Melinda R. Walling
\~}Co~ssion #DD6S2167
........... ExpIres: MAR. 18, 2011
BONDED THRU mANTIC BONDING co., INC,
,.
,.-.
My Commission Expires:
-
45
~.f2RO.
CERTIFICATE OF LIABILITY INSURANCE
FAX (561)278-2391
I CAlI f"Ml'OOt'YYYYJ
07/11/2008
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
ONL Y AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
THE POliCIES Of INSUHANCE LISTEO BELOW HAVE BEEN ~~SUED TO THE INSURED NAMED ABOVE FOR THE POlICY PERIOD INOlCATED. NOTWITHSTANDIVG
ANY REOUIREMENT. TERM OR CON'OfTION OF my CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN. THE INSU'lANCE AFfORDED fly THE POliCIES OESCRlflED HERElf'lIS SUBJECT TO ALL THE TERMS. EXCLUSIONS AND CONDITIONS OF SUCH
POlICIES. AGGREGATE LIMITS SHOWN MAY HAlVE BEEN REDUceO BY PAlO ClAIMS.
I~;'!' ;,,~.,;; rrn OF INlIlJRAHCf POUC't' HUMDlA P'O\JCl' EFFtCTlVf: P()(.ICY U:PIflATk)N
Gf.fRAL''''.IlITY Gl2006345040007 12/26/2007 12/26/2008 EAC"OCCURR!""r
~ COf-'\lEACIA.L OENEfiI.a:.. lll,Bt..JTY OA~AGE iO RENTED
:b_CL.AUASW',or o OCCUR
X 81 kt Addl Insured
X 81 kt Waiver Subro
.RoooCE' (561) 278-0448
Weekes & Callaway, Inc.
777 East Atlantic Ave. Ste
Delray Beach. Fl 33483
300
"'U'EO Kaufman lynn. Inc.
622 Banyan Trail
Suite 300
Boca Raton, Fl 33431
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X 81 nk Waiver Subro
INSURERS AFFORDING COVERAGE
INSUReRA Amerisure Insurance Company
INSURr. B' Ameri sure Mutual Ins. Co.
INSUR!RCo Columbia Casualty
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CITY OF AVENTURA
FINANCE SUPPORT SERVICES DEPARTMENT
MEMORANDUM
TO: City Commission (ACES Board of Dir
From Eric M. Soroka, City Manager, Ie
By: ~ul/Brian K. Raducci, Finance Support
I es Director
DATE: September 3, 2008
SUBJECT: Special Purpose Financial Report for ACES FY June 30,2008
September 9, 2008 City Commission Meeting Agenda Item 5 - E
Recommendation
It is recommended that the City Commission approve the following motion:
"Motion to accept for filing the Special Purpose Financial Report
for the Aventura City of Excellence School for the fiscal year
ended June 30, 2008 and to accept for filing that letter dated
September 2,2008 attached hereto as Attachment 1."
Backaround
The Special Purpose Financial Report for ACES was distributed to the Mayor and
Commissioners on September 3, 2008 along with our memorandum. In addition, a
letter dated September 2, 2008 from the auditors was attached to the Commission
agenda for your review.
The Rules of the Auditor General, Chapter 10.550, requires that the Report be filed as
an official record at a public meeting. This motion satisfies that requirement. In
addition, the independent audit firm, McGladrey Pullen & Company, LLP has requested
that the letter dated September 2, 2008, identified as Attachment I, be accepted for filing
with the City Commission.
A representative of McGladrey Pullen & Company, LLP, the audit firm, will be present at
the meeting. However, since the Report is the responsibility of the City, I respectfully
request that any questions be discussed with the City Manager prior to the meeting.
McGladrey & Pullen
Certified Public Accountants
Attachment 1
Aventura City of Excellence School
(A Special Revenue Fund of the City of Aventura, Florida)
Report to the Governing Board
June 3D, 2008
McGladrey & Pullen, LLP is a member firm of RSM Intemational-
an affliation of separate and lndependenllegal entilies.
McGladrey & Pullen
Certified Public Accountants
September 2, 2008
To the Honorable Mayor, City Commissioners and City Manager
of the City of Aventura, Florida
Aventura School of Excellence School
Aventura, Florida
We are pleased to present this report related to our audit of the special purpose financial statements of the A ventura
City of Excellence School (the .School") as of and for the year ended June 30, 2008. This report summarizes certain
matters required by professiDnal standards tD be communicated to you in your oversight responsibility for the
School's financial reporting process. Also included is a summary of recently issued accounting standards that may
affect future financial reporting by the SchoDI.
This report is intended solely for the information and use of the Mayor and Members Df the City Commission, the City
Manager and management and is not intended tD be and should not be used by anyone other than these specified
parties. It wHl be our pleasure to respond to any questions you have regarding this repDrt. We appreciate the opportunity
to continue to be of service to the School.
/f(~ / /~/ L~?
McGladrey & Pullen, LLP is a member firm of RSM International-
an affinatloo of separate and Independent legal entities.
T able of Contents
Required Communications
Summary of Accounting Estimates
Recently Issued Accounting Standards
Exhibit A - Certain Written Communications Between Management and Our Firm
Representation Letter and Summary of Recorded Audit Adjustments
1-2
3
4-5
6-11
Required Communications
Statement on Auditing Standards No. 114 requires the auditor to communicate certain matters to keep those charged
with governance adequately informed about matters related to the financial statement audit that are, in our
professional judgment, significant and relevant to the responsibilities of those charged with governance in overseeing
the financial reporting process. The following summarizes these communications.
Area
Comments
Auditor's Responsibility Under Professional
Standards
OUf responsibility under auditing standards generally
accepted in the United States of America and Government
Auditing Standards issued by the Comptroller General of the
Unijed states has been described to you in our arrangement
letter dated July 18, 2008.
Accounting Practices
Adoption of, or Change in, Accounting Policies
Management has the ultimate responsibility for the
appropriateness of the accounting policies used by the
School. The School did not adopt any significant new
accounting policies nor have there been any changes in
existing significant accounting policies during the current
period.
Significant or Unusual Transactions
We did not identify any significant or unusual transactions or
significant accounting policies in controversial or emerging
areas for which there is a lack of authoritative guidance or
consensus.
Alternative Treatments Discussed with Management
We did not discuss with management any alternative
treatments within generally accepted accounting principles
for accounting policies and practices related to material
items during the current audit period.
\
Management's Judgments and Accounting
Estimates
Summary information about the process used by
management in formulating particularly sensitive accounting
estimates and about our conclusions regarding the
reasonableness of those estimates is in the attached
"Summary of Accounting Estimates'.
Financial Statement Disclosures
We did not identify any items relating to neutrality,
consistency and clarity of the disclosures in the financial
statements which we deemed are required to be discussed
with the School's management.
Audit adjustments recorded by the School are attached with
the representation letter included with Exhibit A. Items
labeled CJE are client journal entries provided to us during
the audit
Audit Adjustments
Page 1
Area
Uncorrected Misstatements
Disagreements with Management
Consultations with Other Accountants
Significant Issues Discussed with
Management
Difficulties Encountered in Performing the
Audit
Letter Communicating Significant Deficiencies
and Material Weaknesses
Certain Written Communications Between
Management and Our Firm
Comments
We do not have any uncorrected misstatements to the
financial statements. All adjus1ments identified by us were
discussed with management and made to the financial
statements.
We encountered no disagreements with management over
the application of significant accounting principles, the basis
for managemenfs judgments on any significant matters, the
scope of the audit, or significant disclosures to be included in
the financial statements.
We are not aware of any consultations management had
with other accountants about accounting or auditing matters.
No significant issues arising from the audit were discussed
or were the subject of correspondence with management.
We did not encounter any difficulties in dealing with
management during the audit.
We have issued a separate report communicating the
significant deficiencies and material weaknesses, if any,
identified during our audit of the financial statements, and
this communication is included within the compliance section
of the School's financial report for the year ended June 30,
2008.
Copies of certain written communications between our firm
and the management of the School are attached as Exhibit
A.
Page 2
Aventura City of Excellence School
Summary of Accounting Estimates
Year Ended June 30,2008
Accounting estimates are an integral part of the preparation of financial statements and are based upon
managemenfs current judgment. The process used by management encompasses their knowledge and experience
about past and current events and certain assumptions about future events. You may wish to monitor throughout the
year the process used to compute and record these accounting estimates. The following describes the significant
accounting estimates reflected in the School's special-purpose financial statements:
Area
Depreciation of capital
assets.
Accounting Policy
Depreciation on
equipment is provided on
the straight-line basis
over the respective
estimated useful lives
ranging from 3 to 5 years.
estimation Process
Management has
informed us they used all
the relevant facts
available to them at the
time to make the best
judgments about the
depreciation method and
estimated useful lives of
capital assets.
Comments
M&P reviewed the
methodology which appears
properly applied and the
resulting estimate appears
reasonable.
Page 3
Recently Issued Accounting Standards
The GASB has issued several statements not yet implemented by the School. The School's management
determined that these statements will not have a material effect on the School's financial statements. The
Statements which might impact the School are as follows:
GASS Statement No. 45, Accounting and
Financial Reporting by Employers for
Postemployment Benefits Oth.er Than
Pensions
GAS8 Statement No. 49, Accounting and
Financial Reporting for Pollution
Remediation Obligations
GASS Statement No. 50, Pension
Disclosures, an amendment of GASB
Statement Nos. 25 and 27
GASS statement No. 51, Accounting and
Financial Reporting for Intangible Assets
GASS Statement No. 52, Land and Other
Real Estate Held as Investments by
This Statement, issued June 2004, will be effective forthe School
beginning with its year ending June 30, 2009. This Statement
establishes standards for the measurement, recognition and display
of other postemployment benefits expenses and related liabilities or
assets, note disclosures and, if applicable, required supplementary
information in the financial reports.
This Statemen~ issued November 2006, will be effective for the
School beginning with its year ending June 30,2009. This
Statement addresses accounting and 'financial reporting standards
for pollution (including contamination) remediation obligations, which
are obligations to address the current or potential detrimental effects
of existing pollution by participating in pollution remediation activities,
such as site assessments and cleanups. This standard requires the
School to estimate the components of expected pollution
remediation outlays and determine whether the outlays for those
components should be accrued as a liability or, if appropriate,
capitalized when goods and services are acquired.
This Statement, issued May 2007, will be effective for the School
beginning with its year ending June 30, 2009, This Statement more
closely aligns the financial reporting requirements for pensions with
those for other postemployment benefits (OPES) and, in doing so,
enhances information disclosed in notes to the financial statements
or presented as required supplementary information (RSI) by
pension plans and by employers that provide pension benefits.
The provisions of GASB Statement No. 50 generally are effective for
periods beginning after June 15, 2007, with early implementation
encouraged. The requirements relating to governments using the
aggregate actuarial cost method are effective for financial
statements and required supplementary information that contains
information from actuarial valuations as of June 15, 2007, or later.
This Statement issued July 2007, will be effective for the School
beginning with its year ending June 30, 2010. This Statement
provides guidance regarding how to identify, account for and report
intangible assets. The new standard characterizes an intangible
asset as an assetthat lacks physical substance, is nonfinancial in
nature and has an initial useful life extending beyond a single
reporting period.
The requirements of GASB 51 are effective for financial statements
for periods beginning after June 15, 2009, and, for the most part,
require retroactive application.
This Statement, issued November 2007, will be effective for the
School beginning with its year ending June 30, 2009. This Statement
Page 4
Endowments
establishes consistent standards for the reporting of land and other
real estate held as investments. Endowments were previously
required to report their land and other real estate held for investment
purposes at historical cost. However, such investments are reported
at fair value by similar entities, such as pension plans. The
Statement requires endowments to report land and other real estate
investments at fair value. The changes in the fair value are to be
reported as investment income.
Page 5
Eric M. Soroka
City Manager
JldleAlm
PrrnclpaJ
~
AVENTURA CITY OF EXCELLENCE SCHOOL
3333 N.E. 188th street · Aventura, Florida 33180
(305) 466-1499 · Fax: (305) 466-1339
August 27,2008
McGladrey & Pullen, LLP.
100 N.E 3rd Avenue, Suite #300
Ft. Lauderdale, FL 33301
In connection with your audit of the special purpose financial statements of the
Aventura City of Excellence School (a special revenue fund of the City of Aventura,
Florida) (the "School") as of and for the year ended June 3D, 2008, we confirm that
we are responsible for the fair presentation in the financial statements of the financial
position, the changes In financial position of the School, in conformity with accounting
principles generally accepted in the United states of America.
We confirm to the best of our knowledge and belief, as of August 27, 2008 the
following representations made to you during your audit.
1. The special purpose financial statements referred to above are fairly presented in
conformity with accounting principles generally accepted in the United States of
America.
2. The School is owned and operated by the City of Aventura, Florida (the "Clty"), is
part of the City's government and Is not a separate legal entity or otherwise
organized apart from the City. The special purpose financial statements present
only the operations of the School and do not purport to, and do not, present the
financial position and changes in financial position ofthe City.
There are no organizations that are a part of this reporting entity or with which we
have a relationship, as these organizations are defined in Section 2100 of the
Governmental Accounting Standards Board's CodifICation of Governmental
Accounting and Financial Reporting Standards that are:
a. Component units.
b. Other organizations for which the nature and significance of their relationship
with the City are such that exclusion would cause the reporting entity's special
purpose financial statements to be misleading or incomplete.
c. Jointly governed organizations in which we participated.
3. We have identified for you all of our funds and governmental functions.
4. We have properly classified all funds and activities.
5. We have properly determined and reported the major governmental fund based
on the required quantitative criteria.
www.aventuracharter.org
A Service of the City of Aventura
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6. We are responsible for compliance with laws and regulations applicable to the School
including adopting, approving and amending budgets.
7. We have identified and disclosed to you all laws and regulations that have a direct and
material effect on the determination of financial statement amounts including legal and
contractual provisions for reporting specific activities in separate funds.
8, We have made available to you:
a. All financial records and related data of all funds and aotivities, including those of all
special funds, programs, departments, projects, activities, etc, I In existence at any
time during the period covered by your audit.
b. All minutes of the' meetIngs of the governing board and committees of board
members or summaries of actions of recent meetings for which minutes have not yet
been prepared.
c. All communications from grantors, lenders, other funding sources or regulatory
agencies concerning noncompliance with:
(1) Statutory, regUlatory or contractual provisions or requirements.
(2) Financial reporting practices that could have a material effect on the special
purpose financial statements.
9. We have no knowledge of fraud or suspected fraud affecting the School involving:
a. Management or employees who have significant roles in the intemal control.
b. Others where the fraud could have a material effect on the special purpose financial
statements.
10. We acknowledge our responsibility for the design and implementation of programs and
controls to provide reasonable assurance that fraud is prevented and detected.
11. We have no knowledge of any allegations of fraud or suspected fraud affecting the
School received in communications from employees, former employees, regulators,
vendors, or others.
12. We are aware of no significant deficiencIes, including material weaknesses, in the design
or operation of internal controls that could adversely affect the entity's ability to record,
process, summarize and report financial data.
13. There have been no communications from regulatory agencies concerning
noncompliance with, or deficiencies in, financial reporting practices.
14. We have no plans or intentions that may materially affect the carrying value or
classification of assets and liabilities.
15. The following have been properly recorded and/or disclosed in the special purpose
financial statements:
a. Related party transactions, including those with component units for which the City' is
accountable, as defined in Section 2100 of the Governmental Accounting Standards
Board's Codification of Governmental Accounting and Financial Reporting Standards,
and interfund transactions, including interfund accounts and advances receivable
and payable, sale and purchase transactions. interfund transfers, long-term loans,
leasing arrangements and guarantees, all of which have been recorded in
accordance with the economic substance of the transaction and appropriately
classified and reported.
b. All leases and material amounts of rental obligations under long-term leases.
c. Material concentrations known to management which are required to be disclosed in
accordance with the AICPA's Statement of Position 94006, Disclosure of Certain
Significant Risks and Uncertainties. Concentrations refer to volumes of business,
revenues, available sources of supply, or markets for which events could occur which
would significantly disrupt normal finances within the next year.
The School's primary source of revenue is provided by the State of Florida through
the School Board of Miami.Dade County, Florida. Such funding is recorded as FTE
nonspecific revenue and represents 78% of the School's revenue.
d. Risk financing activities.
e. All cash is pooled with the City and the City is responsible for deposits and
investment risks.
f. The School has determined that the following GASS statements have no material
effect on the special purpose financial statements and thus, disclosure is not deemed
necessary:
. GASS Statement No. 45, "Accounting and Financial Reporting by Employers for
Postemployment Benefits Other Than Pensions,"
- GASB Statement No. 48, .Sales and Pledges of Receivables and Future
Rever'1ues and Intra-Entity Transfers of Assets and Future Revenues,"
GASB Statement No. 49, "Accounting and Financial Reporting for Po/lution
Remediation ObligaUons,.
- GASB Statement No. 50, .Pens/on Disclosures-an amendment of GASB
statements No. 25 and No. 27/'
- GASB Statement No. 51, "Accounting and Financial ReporUng for Intangible
Assets, JJ
GASB Statement No. 52, "Land and Other Real Estate Held as Investments by
Endowment."
16. We are responsible for making the accounting estimates included in the special purpose
financial statements. Those estimates reflect our judgment based on our knowledge and
experience about past and current events and our assumptions about conditions we
expect to exist and courses of action we expect to take. In that regard, adequate
provisions have been made.
a. To reduce receivables to their estimated net collectable amounts.
No provision is reqUired in regards to the following:
a. To reduce obsolete, damaged, or excess inventories to their estimated net realizable
values.
b. To reduce investments, intangibles, and other assets which have permanently
declined in value to their realizable values.
c. For risk retention, including uninsured Josses or loss retentions (deductibles)
attributable to events occurring through June 30, 2008 and/or for expected
retroactive insurance premium adjustments applicable to periods through June 3D,
2008.
d. For pension obligations, post-retirement benefits other than pensions and deferred
compensation agreements attributable to employee services rendered through June
30, 2008.
17. There are no :
a. Material transactions that have not been properly recorded in the accounting records
underlying the special purpose financial statements.
b. Violations or possible violations of laws or regulations whose effects should be
. considered for disclosure in the special purpose financial statements or as a basis for
recording a loss contingency. In that regard, we specifically represent that we have
not been designated as, or alleged to be, a "potentially responsible party" by the
Federal Environmental Protection Agency or any equivalent state agencies in
connection with any environmental contamination.
c. Other material liabilities or gain or loss contingencies that are required to be accrued
or disclosed by Statement of Financial Accounting Standards NO.5 and lor GASS
Statement No. 10.
d. Agreements to repurchase assets previously sold.
e. Any liabilities which are subordinated in any way to any other actual or possible
liabilities.
f. Special and extraordinary items.
g. Any material losses to be sustained in the fulfillment of, or from the inability to fulfill,
any service commitments.
h. Any material losses to be sustained as a result of purchase commitments.
i. Any environmental clean up obligations.
~. Closure and post-closure care costs associated with operation of a municipal solid
waste landfill.
k. Derivative financial instruments.
I. Authorized but unissued bonds and/or notes.
m. Conduit debt obligations.
n. Guarantees, whether written or oral, under which the City is contingently liable.
o. Debt issue repurchase options or agreements, or sinking fund debt repurchase
ordinance requirements.
p. Any liabilities which are subordinated in any way to any other actual or possible
liabilities.
q. Arbitrage rebate liabilities.
r. Significant estimates known to management which are required to be disclosed in
accordance with the AICPA's Statement of Position 94-6, Disr:;{osure of Certain
Signifir:;ant Risks and Uncertainties. Significant estimates are estimates at the
balance sheet date which could change materially within the next year.
s. Any other liens or encumbrances on assets or revenues or any assets or revenues
which were pledged as collateral for any liability or which were subordinated in any
way.
18. There are no unasserted claims or assessments that our attorneys have advised us are
probable of assertion and must be disclosed in accordance with Statement of Financial
Accounting Standards No.5 and/or GASS Statement No. 10,
19. We have no direct or indirect, [egal or moral, obligation for any debt of any organization,
public or private that Is not disclosed in the financial statement.
20. We have satisfactory title to all owned assets.
21. We have complied with all aspects of contractual agreements that would have a material
effect on the specIal purpose financIal statements in the event of noncompliance.
22. Net asset components (invested in capital assets, net of related debt; restricted; and
unrestricted) and fund balance reserves and designations are properly classified and, if
applicable, approved.
23. Expenses have been appropriately classified in or allocated to functions and programs in
the statement of activities, and allocations have been made on a reasonable basis.
24. Revenues are appropriately classified in the statement of activities within program
revenues and general revenues.
25. Capital assets. including infrastructure assets, are properly oapltallzed, reported. and
depreciated.
26. Required supplementary information is properly measured and presented.
27. We are responsible for and have reviewed and approved the proposed adjustments to
the trial balances identified during the audit, which are Included in the summarized
schedule of posted adjustments and will post all adjustments accordingly. We have
reviewed, approved, and are responsible for overseeing the preparation and completion
of the special purpose financial statements and related notes.
28. The School has complied with the provisions of Section 218.415, Florida Statutes
regarding the investment of public funds.
29. The School is not in a state of emergency based upon the conditions described in
Section 218.503(1), Florida Statutes.
30. In connection with your audit, conducted in accordance with Government Auditing
Standards, we confirm:
a. We are responsible for:
i. Compliance with the laws, regulations, and provisions of contracts and grant
agreements applicable to the School.
ii. Establishing and maintaining effective internal control over financial reporting.
b. We have identified and disclosed to you all laws, regulations, and provisions of
contracts and grant agreements that have a direct and material effect on the
determinations of financial statement amounts or other financial data significant to
audit objectives.
c. There are no Violations (and pOSSible violations), to the best of our knowledge, of
laws, regulations, and provisions of contracts and grant agreements whose effects
should be considered for disolosure In the auditor repository or noncompliance.
d. We are not aware of any violations of provisions of contracts or grant agreements.
e. There has not been any fraud, illegal acts, and violations of provisions of contracts or
grant agreements, or abuse that has been reported.
No events or transactions have occurred subsequent to the financial statement date and through
the date of this letter that would require adjustment to, or disclosure in, the special purpose
financial statements.
During the course of your audit, you may have accumulated records containing data which
should be reflected in our books and records. All such data have been so reflected.
Accordingly, copies of such records in your possession are no longer needed by us.
Aventura City of Excellence School
~if
Eric M. Soroka. ICMA~CM
City Manager, City of Aventura
~ ;L. ~.-
Brian K Raducci
Finance Director, City of Aventura
-
___--~-----.-....- __ ___ ____.-.-. ...._ ____.._ .._n __...___...--.--~-----..
Aventura City of Excellence School
June 30, 2008
Summary of Adjusting Journal EntrIes
Entry # Account/Code Description Debit Credit
AJE 1 190-6008-569.43-01 OTHERUTILlT1ES I ELECTRIC 5,000
190-6008-569.45-01 INSURANCE / GENERAL INS 1,500
190-6008-569.46-20 CONTRACT I BUILDING MA1NT 7,300
190-6009-569.32-01 ACCOUNTING AND AUDIT I AUDIT FEES 1,000
190-6008-569.32-01 ACCOUNTING AND AUDIT 1 AUDIT FEES 1,000
190-6009-569.43-01 OTHER UTILITIES 1 ELECTRIC 5,000
190-6009-569.45-01 INSURANCE 1 GENERAL INS 1,500
190-6009-569.46-20 CONTRACT 1 BUILDING MAlNT 7,300
CJE-to correct bUdget allocations as of
6/30/08.
AJE 2 190-0000-335.99-10 CHARTER SCHOOL I CAPITAL OUTLAY 1,717
190-6010-569.64-91 UNLOCATED DIFFERENCE 1,717
M&P - to reclass entry to correct the
I beginning fund balance.
\ AJE 3 190-0000-335.99-10 CHARTER SCHOOL 1 CAPITAL OUTLAY 134,190
j 190-0000-223.00-00 CURRENT AND ACC L1AB 1 DEF REV 134,190
M&P- to defer revenue not avallable within
the 60-day period of availability.
AJE 4 190-6001-569.15-02 ADDITIONAL PAY 1 BONUSES 20,810
190-6002-569.15-02 ADDITIONAL PAY / BONUSES 20,811
190-0000-204.99-00 PAYROLL LIABILITIES I OTHER 41,621
CJE-To accrue bonus reimbursement to CS USA.
TOTALS 192,328 192,328
I
\
_\
I
Page 11
CITY OF AVENTURA
OFFICE OF THE CITY MANAGER
MEMORANDUM
TO: City Commission
FROM: Eric M. Soroka, ICMA-CM, City
BY: Antonio F. Tomei, Capital Projects
DATE: September 3, 2008
SUBJECT: Change Order- Link Construction Group
Drainage & Restroom Construction for the Veteran's Park
Modifications Project
September 9, 2008 City Commission Meeting Agenda Item 5 ~ F
Recommendation
It is recommended that the City Commission adopt the attached Resolution awarding a
Change Order to Link Construction Group, Inc. to perform the restroom and earthwork
construction for the Veteran's Park Modifications project in the amount of $258,841.66.
Backaround
The City Commission awarded Bid No. 07-02-26-2 to Link Construction Group to build
the Waterways Park Expansion project in 2007. As a cost saving measure, the City's
consulting engineers requested Link Construction Group to provide a cost estimate for
the restroom and earthwork construction for the Veteran's Park Modifications project.
Link Construction Group has provided a price of $258,841.66 to perform this work.
The City's consulting engineer and staff recommends awarding this work as a Change
Order to Link Construction Group as it will save the costs associated with bidding as
well as additional bonding and insurance costs. The work included in this change order
is expected to be completed November, 2008.
The City Attorney has reviewed this request and has determined that the City
Commission may utilize the change order method as provided by City Code Sec. 2-253
(6), in light of the cost savings outlined above and the need to expeditiously complete
the work.
If you have any questions, please feel free to contact me.
RESOLUTION NO. 2008-_
A RESOLUTION OF THE CITY COMMISSION OF THE
CITY OF AVENTURA, FLORIDA APPROVING AND
AUTHORIZING THE CITY MANAGER TO EXECUTE AND
OTHERWISE ENTER INTO THE ATTACHED CHANGE
ORDER EXHIBIT I FOR BID NO. 07-02-26-2 FOR
VETERAN'S PARK MODIFICATIONS CONSTRUCTION
BY AND BETWEEN THE CITY AND LINK
CONSTRUCTION GROUP, INC.; AUTHORIZING THE CITY
MANAGER TO DO ALL THINGS NECESSARY TO CARRY
OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING
AN EFFECTIVE DATE.
WHEREAS, the City of Aventura desires to perform modifications to the previous
dog park portion of Veteran's Park in a timely and cost effective manner; and
WHEREAS, Link Construction Group, Inc. is performing satisfactory work for the
Waterways Park Expansion project; and
WHEREAS, time constraints on the Veteran's Park Modifications schedule will
not allow for a formal bidding process to perform the restroom building and earthwork
construction, and accordingly, the work required by this change order is exempt from
further competitive bidding; and
WHEREAS, use of the same contractor for the Waterways Park Expansion
project to perform the restroom building and earthwork construction for the Veteran's
Park Modifications will reduce the costs associated with bidding that could add
additional profit and overhead costs to actual construction costs of the Veteran's Park
Modifications project; and
WHEREAS, the City of Aventura currently has Link Construction Group, Inc.
under contract to perform improvements pertaining to the Waterways Park Expansion
project; and
Resolution No. 2008-
Page 2
WHEREAS, a Change Order is necessary to provide for the restroom building
and earthwork construction for the Veteran's Park Modifications project; and
WHEREAS, work outlined on said Change Order will apply only to the restroom
building and earthwork construction for the Veteran's Park Modifications project.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE
CITY OF AVENTURA, FLORIDA:
Section 1. The above stated recitals are hereby adopted and confirmed.
Section 2. The City Manager is hereby authorized to execute and otherwise
enter into Change Order Exhibit I for Bid No. 07-02-26-2, Waterways Park Expansion
by and between the City and Link Construction Group, Inc., for Veteran's Park
Modifications construction attached hereto and incorporated herein as specifically as if
set forth at length herein. Said Change Order amount is $258,841.66.
Section 3. The City Manager is hereby authorized to do all things necessary to
carry out the aims of this Resolution.
Section 4. This Resolution shall become effective immediately upon its
adoption.
The foregoing Resolution was offered by
adoption. The motion was seconded by
to a vote, the vote was as follows:
, who moved its
, and upon being put
Commissioner Bob Diamond
Commissioner Teri Holzberg
Commissioner Billy Joel
Commissioner Michael Stern
Commissioner Luz Urbaez Weinberg
Vice Mayor Zev Auerbach
Mayor Susan Gottlieb
Resolution No. 2008-
Page 3
PASSED AND ADOPTED this 9th day of September, 2008.
ATTEST:
TERESA M. SOROKA, MMC
CITY CLERK
APPROVED AS TO FORM AND n
LEGAL~
CITY ATTORNEY
SUSAN GOTTLIEB, MAYOR
CITY OF A VENTURA
CHANGE ORDER FORM
CHANGE ORDER NO.9
CONTRACT NUMBER: 07-02-26-2
DATE: August 25, 2008
PROJECT TITLE: Waterways Park Expansion
PROJECT CONTRACTOR: Link Construction Group
COST: $258,841.66
BUDGET LINE ITEM: 170-5001-572-6206
DESCRIPTION OF CHANGES: Addition of contract work to allow the construction of the City's Veteran's Park
Modifications project.
Original Contract:
Total Previous Change Orders:
This Change Order:
Revised Contract Amount:
$ 2,993,817.41
$ 199,460.01
$ 258.841.66
$ 3,452,119.08
Total Change Orders to Date: 8
Contract Amount before This Change: $3,193,277.42
Total Change in Contract Period: 279 Calendar Days
The sum of $258,841.66 is hereby added to the Contract price, and the total adjusted Contract price to date thereby is
$3,452,119.08. The time provided for completion of the Contract will increase by 279 Calendar days. This document
shall become an amendment to the Contract and all provisions of the Contract will apply thereto.
Recommended by
Recommended by
Consultant
~~ -::f!- J o;-I4'
Capital Projects Manager
Date
%'~ 2 S---o&,
Date
Recommended for Budgetary Purposes:
Finance Support Services Director
Date
Approved by
City Manager
Date
Accepted by
Contractor
Date
LINK CONSTRUCTION GROUP
Veteran's Park Estimate
SCHEDULE OF VALUES
FOR LUMP SUM
Description Y!!i! 9!x Unit Price Extension
General
General Conditions LS $52,000.00 $52,000.00
Mobilization LS $6,000.00 $6,000.00
Construction Fence Stantion Type including vision screen LA $2,900.00 $2,900.00
Sub-Total $60,900.00
Demolition f $5,500.00
Remove existing fencing & footings LS $5,500.00
Cut down existing benn (inc. area to the SW) LS $11 ,000.00 $11,000.00
Demo & remove two (2) existing bench pads on dog park side NO CHARGE
Demo & remove additional ornamental fencing as per walk thru NO CHARGE
Sub-Total $16,500.00
Earthwork
Strip building pad 12" & move to green area CY 20 $10.00 $200.00
Cut walkway & move to green area LS 1 $4,000.00 $4.000.00
Import crushed lime rock (elevation +7.5) TN 210 $30.00 $6,300.00
Misc. landscape grading +/- 0.25 LS 1 $4,000.00 $4,000.00
Survey LS 1 $1,500.00 $1,500.00
Sub-Total $16,000.00
Drainaae
Raise existing yard drain inlets LS 2 $800.00 $1,600.00
Sub-Total $1,600.00
Pavement
12" stabilized subgrade SY 231 $15.00 $3,465.00
6" base SY 208 $36.00 $7,48800
3/4" type S-III asphalt sidewalk (1 st lift) SY 185 $27.00 $4,995.00
3/4" type S-1I1 asphalt sidewalk (2nd lift) SY 185 $27.00 $4,995.00
Survey & asbuilts LS 1 $1,285.00 $1,285.00
Sub-Total $22,228.00
Concrete
4" concrete sidewalk (5' wide) SF 180 $11.50 $2,070.00
Survey LS 1 $205.00 $205.00
Sub-Total $2,275.00
Siclns & Markinas
Pavement restoration (Thermo) LS $2,000.00 $2,000.00
Sub-Total $2,000.00
Water Distribution System
1" P.E. LF 65 $10.00 $650.00
1" X 1" Tee schedule 40 EA 1 $100.00 $100.00
1" plug schedule 40 EA 1 $60.00 $60.00
Cut-in & connect EA 1 $3,500.00 $3,500.00
HRS & sampting points LS 1 $500.00 $500.00
Survey & asbuilts LS 1 $1,190.00 $1,190.00
Sub-Total $6,000.00
LINK CONSTRUCTION GROUP
Veteran's Park Estimate
SCHEDULE OF VALUES
FOR LUMP SUM
Description !!!!i! Q!:l Unit Price Extension
Sanitary Sewer
8" PVC SDR-35 0/6 LF 19 $30.00 $570.00
6" PVC service SDR-35 LF 156 $20.00 $3,120.00
Manhole 0/6 2 EA coats paint only EA 1 $2,200.00 $2,200.00
Rainstoppers EA 1 $100.00 $100.00
8" coupling PVC SDR-35 EA 1 $130.00 $130.00
8" manhole adapter EA 1 $150.00 $150.00
8" X 6" Wye SDR-35 EA 1 $175.00 $175.00
6" X 6" Wye SDR-35 EA 3 $110.00 $330.00
6" 90 degree bend SDR-35 EA 2 $85.00 $170.00
6" 45 degree bend SDR-35 EA 2 $85.00 $170.00
6" clean out assembly SDR-35 EA 3 $220.00 $660.00
USF 7621 box EA 2 $200.00 $400.00
Concrete collar EA 2 $160.00 $320.00
6" cap PVC SDR-35 EA 1 $60.00 $60.00
Remove existing 8" plug & connect 0/6 EA 1 $2,000.00 $2,000.00
Hold existing utilities (WM & FM) LS 1 $7,000.00 $7,000.00
Remove & replace existing 2' curb & gutter LF 30 $40.00 $1,200.00
Remove & replace 4" concrete sidewalk SF 150 $15.00 $2,250.00
Saw cut existing asphalt LF 200 $3.50 $700.00
Steel plate rental lS 1 $1,200.00 $1,200.00
Base & subgrade restoration wi 100 mix CY 74 $120.00 $8,880.00
Pavement restoration SY 240 $27.00 $6,480.00
MOT & traffic control (not including police presence) lS 1 $3,000.00 $3,000.00
Survey & asbuilts LS 1 $1,345.00 $1,345.00
Sub-Total $42,610.00
RestroomlBuildina
Shell LS $13,200.00 $13,200.00
Trusses lS $1,500.00 $1,500.00
Roofing lS $7,350.00 $7,350.00
Doors/Frames/Hardware LS $3,900.00 $3,900.00
Epoxy Flooring LS $3,200.00 $3,200.00
Stucco LS $3,400.00 $3,400.00
Painting LS $3,150.00 $3,150.00
Toilet Accessories LS $2,800.00 $2,800.00
Plumbing LS $7,120.00 $7,120.00
Electrical LS $9,252.00 $9,252.00
Mechanical LS $3,506.00 $3,50600
Allowance for damaged sidewalk & gutters LS $3,000.00 $3,000.00
Sub-Total $61,378.00
SUB TOTAL: $231,491.00
BOND: LS 1.50% $3,819.60
SUB TOTAL: $235,310.60
OH&P LS 10.00% $23,531.06
TOTAL: $258,841.66
Not included:
Sols _ nul ~ .. tho time of tho bid, assume to proof roll buiklng pad . no building pad soil i_lllion assuned.
No fillsoils removal
Assume watar service is existing
Assume sewer stub out is existing & location per plan
Silt fencing I erosion con:rof
Landscaping or tree removaJ
Irrigation
F..-.cingIG.es
Permit Fees
Benches or Ben::h Concrete Pads
Water Meters
Assumina three f3l month schedule for construction actiYities. NOT INCWDING WASA APPROVAL & CONVEYANCE
CITY OF AVENTURA
OFFICE OF THE CITY MANAGER
MEMORANDUM
TO: City Commission
FROM: Eric M. Soroka, ICMA-C~ty M\:fr
DATE: September 4, 2008
SUBJECT: Recommendation to accept Aventura City of Excellence School Out-Of-
Field Waivers
September 9,2008 City Commission Meeting Item 5" G
RECOMMENDATION
It is recommended that the City Commission acting in its capacity as the Governing Board
of the Aventura City of Excellence School accept the out-of field waivers list as outlined in
this memorandum.
BACKGROUND
The Miami-Dade County School Board requires the Governing Board of each charter
school to accept a list of teachers considered out-of-field. Teachers working on
additional certification or endorsements for subjects that they are teaching are
considered out-of-field until requirements are met. All teachers hold current certification.
The additional certification or endorsements are extra credentials. This is a typical
practice as teachers expand their professional development.
Below are listings of instructional staff members who are working toward additional
certification in the following subject areas:
Enalish Speakers of Other lanauaaes lESOl) Endorsement - This is an add-on to a
current certificate to be able to teach English Language learners. The following teachers are
involved in a five course sequence, allowing six years for completion:
Nicholas Adler, Michal Abramovich, Brenda Allen, Michelle Bayes, Jennifer Cartwright,
Loredana Chiodi, Lindsey Cohen, Brigette Cooper, Liat Englard, Lisa Englard, Monica
Figueras, Erica Hilel, Leah Maltarollo, Rodrigo Maltarollo, Roman Mangeym, Toribio
Matamoros, James Ostrick, Grace Powers, Cheryl Ricketson, Elise Rozema, Tiffany Tasi,
Trinita Wilson, Melissa Zirini
Exceptional Student Education (ESE) K-12 - Aida Darby
Elementary Education K-6 - Jennifer Cartwright, Erica Hilel, Shawnda Simmons
Gifted Endorsement - This is an add-on to a current certificate to be able to teach students
who are identified as gifted learners. The teachers involved are involved in a five course
sequence, allowing five years for completion. Michal Abramovich, Julyett Arrastias, Lindsey
Cohen, Janice Lendick, Helene Sagnard, Tiffany Tasi
Should you have any questions, please feel free to contact me.
EMS
CITY OF AVENTURA
COMMUNITY DEVELOPMENT DEPARTMENT
MEMORANDUM
FROM: Eric M. Soroka, IC
City Manager
TO: City Commission
BY: Joanne Carr, AICP
Community Development irector
DATE: August 26, 2008
SUBJECT: Request of City Staff for (1) Variance from Section 31-147(a)(3) to allow a
o foot front yard setback where a minimum 25 foot front yard setback is
required by Code; and (2) Variance from Section 31-233(c)(4) to allow a
17.42 foot wide view corridor where a 32.69 foot wide view corridor is
required by Code for the Aventura Arts & Cultural Center in the
Community Facilities (CF) District located at 3385 NE 188 Street, City of
Aventura (01-VAR-08)
September 9, 2008 City Commission Meeting Agenda Item b
RECOMMENDATION
It is recommended that the City Commission approve staff's request for variance to
allow a 0 foot front yard setback and to allow a 17.42 foot wide view corridor on the
Aventura Arts & Cultural Center site, subject to the following conditions:
1. Plans shall substantially comply with those submitted as follows:
· "Aventura Arts & Cultural Center Site Plan and Shoreline Submittal", Cover
Sheet, prepared by PGAL Architects, dated 8/26/08, signed and sealed 8/27/08.
· "Aventura Arts Center", Boundary and Topographic Survey, Page 1 of 1,
prepared by Fortin, Leavy, Skiles Inc. dated 2/26/08, signed and sealed 2/26/08.
· "Aventura Arts and Cultural Center", Conceptual Paving, Drainage, Water and
Sewer Plan, Page 1 of 3, prepared by Fortin, Leavy, Skiles Inc. dated 8/26/08,
signed and sealed 8/26/08.
· "Aventura Arts and Cultural Center", Conceptual Paving, Drainage, Water and
Sewer Plan, Page 2 of 3, prepared by Fortin, Leavy, Skiles Inc. dated 8/26/08,
signed and sealed 8/26/08.
· "Aventura Arts and Cultural Center", Conceptual Paving, Drainage, Water and
Sewer Plan, Page 3 of 3, prepared by Fortin, Leavy, Skiles Inc. dated 8/26/08,
signed and sealed 8/26/08.
· "Aventura Arts & Cultural Center", Planting Plan, Sheet L 1.0, prepared by Curtis
and Rogers Design Studio Inc., dated 8/26/08, signed and sealed 8/26/08.
· "Aventura Arts & Cultural Center", Tree Disposition, Sheet TD1.0, prepared by
Curtis and Rogers Design Studio Inc., dated 8/26/08, signed and sealed 8/26/08.
· "Aventura Arts & Cultural Center", Demolition Plan, Sheet D1.00, prepared by
PGAL, dated 8/26/08, signed and sealed 8/27/08.
· "Aventura Arts & Cultural Center", Site Plan, Sheet A1.00, prepared by PGAL,
dated 8/26/08, signed and sealed 8/27/08.
· "Aventura Arts & Cultural Center", Site Plan, Sheet A1.01, prepared by PGAL,
dated 8/26/08, signed and sealed 8/27/08.
· "Aventura Arts & Cultural Center", Site Plan Details, Sheet A 1.02, prepared by
PGAL, dated 8/26/08, signed and sealed 8/27/08.
· "Aventura Arts & Cultural Center", Site Plan Details, Sheet A1.03, prepared by
PGAL, dated 8/26/08, signed and sealed 8/27/08.
· "Aventura Arts & Cultural Center", Overall Floor Plan, Sheet A2.00, prepared by
PGAL, dated 8/26/08, signed and sealed 8/27/08.
· "Aventura Arts & Cultural Center", Mechanical Mezzanine Plan, Sheet A2.01,
prepared by PGAL, dated 8/26/08, signed and sealed 8/27/08.
· "Aventura Arts & Cultural Center", Roof Plan, Sheet A2.02, prepared by PGAL,
dated 8/26/08, signed and sealed 8/27/08.
· "Aventura Arts & Cultural Center", Building Elevations, Sheet A6.00, prepared by
PGAL, dated 8/26/08, signed and sealed 8/27/08.
· "Aventura Arts & Cultural Center", Building Elevations, Sheet A6.01, prepared by
PGAL, dated 8/26/08, signed and sealed 8/27/08.
2. Permits shall be obtained within twelve (12) months of the date of the Resolution
or the approvals granted shall be deemed null and void unless extended by a
motion of the City Commission.
THE REQUESTS
City staff is requesting a variance from Section 31-147(a)(3) to allow a 0 foot front yard
setback where a minimum 25 foot front yard setback is required by Code; and (2)
Variance from Section 31-233(c)(4) to allow a 17.42 foot wide view corridor where a
32.69 foot wide view corridor is required by Code.
BACKGROUND
APPLICANT
City of Aventura
2
OWNER OF PROPERTY
LOCATION OF PROPERTY
SIZE OF PROPERTY
LEGAL DESCRIPTION
SURROUNDING PROPERTIES
Zoning -
Subject Property
North
East
South
West
Existing Land Use-
Subject Property:
Property to the North:
Property to the South:
Property to the East:
Property to the West:
City of Aventura
3385 NE 188 Street
(See Exhibit #1 for Location Plan)
Approximately 149,426 square feet (3.43 acres)
Tract "A", Huber Tract, according to the plat thereof
recorded in Plat Book 140, Page 58 of the Public
Records of Miami-Dade County, City of Aventura,
Florida and Part of the south % of Section 3,
Township 52 South, Range 42 East
(See Exhibit #2 for complete legal description)
CF, Community Facilities District
RMF4, Multifamily High Density Residential District
Dumfoundling Bay
OP, Office Park District
CF, Community Facilities District
Community Recreation Center
Residential Condominium
Vacant
Dumfoundling Bay
Aventura City of Excellence School
Future Land Use - According to the City of A ventura Comprehensive Plan, the
following properties are currently designated as follows:
Subject Property:
Property to the North:
Property to the South:
Property to the East:
Property to the West:
Parks and Recreation
Medium High Density Residential
Business and Office
Water
Business and Office
The Site - The site is an irregularly shaped parcel at the terminus of NE 188 Street
containing 3.43 acres. The City of Aventura Community Recreation Center is located
on this parcel. The proposed Arts & Cultural Center will be located in the area presently
containing a paved plaza, covered meditation walk and tower feature. The covered
walk and tower will be demolished.
3
The Project -The Aventura Arts & Cultural Center is a 14,800 square foot, 63'10" tall
building and will contain a theatre with 322 seats, glass lobby, box office, administrative
offices, dressing rooms and amenities. A covered loggia on the east elevation will allow
patrons to access a shoreline walkway. An entry canopy at the west elevation will
provide a sheltered drop off area. Covered walkways extend along this west elevation to
the lobby area. Site plan review is currently underway by City staff. Other than the
variances requested, the site plan meets all other site development criteria of the CF,
Community Facilities District and applicable sections of the City's Land Development
Regulations. Final approval of the site plan is subject to approval of this application for
variance.
ANAL YSIS
Consistency with Comprehensive Master Plan - The request is consistent with the
City of Aventura Comprehensive Plan. The future land use designation of the parcel is
Parks and Recreation. Recreation and cultural facilities are permitted uses in this land
use designation.
Citizen Comments - The Community Development Department has received no
written citizen comments to date.
Community Development Department Analysis - Staff is reviewing the application
for administrative site plan approval for development of the City of Aventura Arts &
Cultural Center in the Community Facilities (CF) zoning district. Cultural, civic and
community centers are permitted uses in this zone. Review of the site plan prepared by
the City's consultant has revealed that the building does not meet the required
minimum front yard setback in the CF zone and does not meet the required width of
view corridor to the water required by Section 31-233. City staff is requesting approval
of variances to these two criteria.
Criteria - The standards of review for variance requests are found in Section 31-
76(e)(1) through (5) inclusive of the City's Land Development Regulations. The Code
states that" a variance shall be granted only where competent and substantial evidence
presented in the particular case shows that all of the following [standards of review] are
met..." Each variance request is evaluated below using those standards of review.
Request #1: Variance from Section 31-147(a)(3) to allow a 0 foot front yard
setback where a minimum 25 foot front yard setback is required by Code.
The front yard of the building is the elevation fronting on the turning circle at the end of
NE 188 Street. The CF zone requires a minimum 25 foot front yard setback. The
property line at this frontage jogs to the east of the turning circle, resulting in varying
building setbacks. The main portion of the building has a minimum front yard setback
of 18 feet. The entry canopy on NE 188 Street and the stairs at the southwest corner of
the building extend to the property line, resulting in a 0 foot setback.
4
(1) The particular physical surroundings, shape, topographical condition, or other
physical or environmental condition of the specific property involved would
result in a particular hardship upon the owner, as distinguished from a mere
inconvenience, if the regulations were carried out literally.
The hardship at this location is caused by particular shape and physical condition of this
property. The lot is configured so that a portion runs east/west and then turns to the
north/south. The east/west portion of the site houses the City's Community Recreation
Center, leaving the north/south portion available to site the Arts & Cultural Center.
There is an existing riprap strip approximately 20 feet wide along the property line at the
water frontage, reducing the buildable area.
(2) The conditions upon which the request for a variance is based are unique to
the parcel and would not be generally applicable to other property within the
vicinity.
The conditions are unique to this site and would not be generally applicable to other
locations.
(3) The alleged difficulty or hardship is not economic and has not been
deliberately created to establish a use or structure, which is not otherwise
consistent with the LOR.
The difficulty or hardship is not economic in nature and the difficulty was not
deliberately created by the applicant. The lot configuration and existing building on
site create the need for variance.
(4) The granting of the variance will not be detrimental to the public welfare or
injurious to other property or improvements in the vicinity.
The variance will not be detrimental to the public welfare or injurious to other property or
improvements in the vicinity. The entry canopy will extend over the turning circle to
protect patrons from the weather. The stairs will be protected by an aluminum railing.
Although the stairs are setback 0 feet from the property line, this is the location of the
property line jog. Physically, the stairs are setback 10 feet from the built right of way.
The construction and operation of the Arts & Cultural Center will be a benefit to all City
and County residents.
(5) The proposed variance will not substantially increase the congestion in the
public streets, or increase the danger of fire, or endanger the public safety, or
substantially diminish or impair property values within the vicinity.
The variance will not substantially increase traffic congestion or increase the danger of
fire or endanger the public safety or substantially diminish or impair property values.
5
Reauest #2: Variance from Section 31-233(c)(4) to allow a 17.42 foot wide view
corridor where a 32.69 foot wide view corridor is reauired bv Code.
Section 31-233 of the City's Land Development Regulations requires that all waterfront
sites preserve a visual corridor to the water. The corridor must extend the full length of
the site from the right of way to the water, be unencumbered by any structure, roadway
or off street parking and be no less then 10% of the waterfront to a maximum of 100
feet. The water frontage along the Arts & Cultural Center measures 326.94 feet.
Therefore, a 32.69 foot wide unencumbered view corridor is required by Code. The
proposed 17.42 foot wide view corridor lies between the existing Community Recreation
Center and the proposed Arts & Cultural Center. There is also a 20 foot wide setback
at the south property line through which the water will be visible, however; this area will
be encumbered by a fenced drive for the theatre loading area and therefore does not
meet the Code definition of a view corridor. The reduced view corridor width is further
mitigated by the glass lobby of the center which will provide another 25 feet of water
view through the glass.
The intent of a view corridor is to preserve public view of the shoreline. Although the
proposed width of the view corridor does not meet the technical requirements of the
Code, it does meet the intent. The Arts & Cultural Center is a public use facility that will
draw residents to the shoreline. Water views can be enjoyed from the plaza, covered
loggia and extension of the shoreline walkway.
(1) The particular physical surroundings, shape, topographical condition, or other
physical or environmental condition of the specific property involved would result
in a particular hardship upon the owner, as distinguished from a mere
inconvenience, if the regulations were carried out literally.
The hardship is created by the particular shape and physical condition of the specific
property. This is an irregularly shaped lot with part of the parcel lying east/west and
the remainder lying north/south. The Community Center is built on the east/west portion
of the site. The proposed Arts & Cultural Center will be constructed on the north/south
portion of the site. There is an existing riprap strip approximately 20 feet wide along the
property line at the water frontage, reducing the buildable area.
(2) The conditions upon which the request for a variance is based are unique to the
parcel and would not be generally applicable to other property within the vicinity.
The conditions are unique to this site and would not be generally applicable to other
locations.
(3) The alleged difficulty or hardship is not economic and has not been deliberately
created to establish a use or structure, which is not otherwise consistent with the
LOR.
6
The difficulty or hardship is not economic in nature and the difficulty was not
deliberately created by the applicant. The lot configuration and existing building on site
create the need for variance.
(4) The granting of the variance will not be detrimental to the public welfare or
injurious to other property or improvements in the vicinity.
The variance will not be detrimental to the public welfare or injurious to other property or
improvements in the vicinity. Although the full width of view corridor as defined by the
City Code is not provided, the existing and proposed public use buildings will preserve
public view of the water through shoreline walkways and amenities. The Arts & Cultural
Center will be a benefit to all City and County residents.
(5) The proposed variance will not substantially increase the congestion in the public
streets, or increase the danger of fire, or endanger the public safety, or
substantially diminish or impair property values within the vicinity.
The variance for reduced view corridor width will not substantially increase traffic
congestion or increase the danger of fire or endanger the public safety or substantially
diminish or impair property values.
7
BROWARD COUNTY
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IVES DAIRY RD. :.
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AVENTURA \?\..'JQ.
Fire I: D
Rescue Aventura
Station Library
Aventura Mall
192 S1.
192 S1.
191 S1.
190 S1.
Subject Site
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Loehmann's
Fashion ill
Island ~
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188 ST.
3318.0
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Dumfoundling
Bay
LEGEND
Roadways
. . . . . . City Boundary
-. -. - ZIP Code Boundary
-- -- - - _u - - Railroad
Exhibit #1
01-VAR-08
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EXHIBIT #2
01-VAR-08
ARTS & CULTURAL CENTER lEGAL DESCRIPTION
(Parcel 1)
Tract A, Huber Tract, according to the plat thereof as recorded in Plat Book 40, Page
58 of the Public Records of Miami- Dade County, Florida
and
(Parcel 11)
The adjacent portion of land bounded to the south by the easterly prologation of the
centerline of NE 188 Street as shown on said plat and bounded by the waterward
boundary line as of July 1, 1975 lying in the south % of Section 3, Township 52 South,
Range 42 East, Miami-Dade County, Florida being more particularly described as
follows:
Commence at the center of said Section 3; Thence Run North 89050'55" West along
the north line of the southwest 14 of said Section 3 for a distance of 670.26 feet to the
northwest corner of the east % of the northeast 14 of the southwest 14 of said Section 3;
Thence run South 00039'25" East along the west line of the east % of the northeast 14
of the southwest 14 of said Section 3 for a distance of 1107.11 feet to a point; Then run
North 89020'35" East for a distance of 2759.51 feet along the centerline of NE 188
Street and the easterly prolongation thereof, as shown on said lat to the point of
beginning; Thence meandering the water's edge of Dumfoundling Bay the following
seven courses; Thence run North 09009'56" East for a distance of 56.04 feet; Thence
run North 01059'05" East for a distance of 1 09.22 feet; Thence run North 16039'15"
West for a distance of 23.30 feet; Thence run North 41027'58" West for a distance of
35.31 feet; Thence run North 54044'06" West for a distance of 47.58 feet; Then run
North 62007'47" West for a distance of 55.49 feet; Thence run South 89055'17" West
for a distance of 279.80 feet, more or less, to the point of termination.
8
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APPLICANT REPRESENTATIVE AFFIDAVIT
Pursuant to Section 31-71(b)(2)(i) of the City of Aventura Land Development Code, this Applicant Representative Affidavit is hereby made and
submitted. The undersigned authorized representative of the individual or entity applying for the Development Permit, which is identified in the accompanying
application, and the owner of the property subject to the application (if different) hereby lists and identifies all persons representing the individual or entity
applying for the Development Permit in connection with the application, as follows:
Name
Relationship (i.e. Attorneys, Architects, Landscape
Architects, Engineers, Lobbyists, Etc.)
1.)f'n..;) \~ C. rogT ,.0 .
'S\)g,\JE,.",\otc} Ci\J\L- ~\ NC:E:R
..J~~ \?{)~:-EeS.
l~D5C..A1?E:.- ~leG-r.
....~ -:PAII~.
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(Attach Additional Sheets If Necessary)
NOTICE: ANY STATEMENT OR REPRESENTATION MADE BY ANY PERSON LISTED ON THE APPLICANT REPRESENTATIVE AFFIDAVIT
SHALL BE BINDING UPON THE INDIVIDUAL OR ENTITY APPLYING FOR THE DEVELOPMENT PERMIT AND THE OWNER OF
THE SUBJECT PROPERTY. APPLICANTS AND AFFIANTS ARE ADVISED TO TIMELY SUPPLEMENT THIS AFFIDAVIT
PURSUANT TO SEC. 31-71 (B)(2)(IV) OF THE CITY'S LAND DEVELOPMENT REGULATIONS IN THE CITY CODE, IN THE EVENT
THAT PRIOR TO CONSIDERATION OF THE APPLICATION BY THE CITY BOARD OR COMMISSION, THE INFORMATION
PROVIDED IN THE AFFIDAVIT BECOMES INCORRECT OR INCOMPLETE.
WITNESS MY HAND THIS ~ DAY OF
, 200~.
OWNER
By:
By:
Name:
Name:
(Signature)
(Print)
Title:
Title:
Address: \ 9k1r) ~E:t:>-c CDoJJ'l: e...\...{
~e -O~} .AJ..~l~
STATE OF FLORIDA )
COUNTY OF MIAMI-DADE)
Before me the undersigned authority personally appeared U ,c..., f\J\ . jov-OM as the authorized repre entative of the
Applicant and/or the owner of the property subject to the application, who being first by me dUly;r:WO, . swear or a rm that he/she
executed this Affidavit for the purposes stated therein and that it is true and correct.
..
AFFIANT
SWORN TO AND SUBSCRIBED BEFORE ME thi~deay of ~,2 OJ.
Address:
Notary Public St te of FI~r'da At Lar e ^L
Printed Name of Notary ~
My commission expires:
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_..,q~lt/".. Comm# DD038101S :
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BUSINESS RELATIONSHIP AFFIDA VIT*
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This Affidavit is made pursuant to Section 31-71(b)(2)(ii) of the City of Aventura Land Development Code. The undersigned Affiant hereby discloses that:
(mark with "x" applicable portions only)
[)( 1 Affiant does not have a Business Relationship with any member of the City Commission or any City Advisory Board to which
the application will be presented.
[ ] 2. Affiant hereby discloses that it does have a Business Relationship with a member of the City Commission or a City Advisory
Board to which the application will be presented, as follows:
(List name of Commissioner or Advisory Board Member) who serves on the
(List City Commission or City Advisory Board upon which member serves).
The nature of the Business Relationship is as follows:
[] i. Member of City Commission or Board holds an ownership interest in excess of 1% of total assets or capital stock
of Applicant or Representative;
I] ii. Member of City Commission or Board is a partner, co-shareholder (as to shares of a corporation which are not
listed on any national or regional stock exchange) or joint venturer with the Applicant or Representative in any
business venture; ,
I] Iii. The Applicant or Representative is a Client of a member of the City Commission or Board or a Client of another
professional working from the same office or for the same employer as the member of the City Commission or
Board;
[ ] IV. A City Commissioner or Board member is a Client of the Applicant or Representative;
[] v. The Applicant or Representative is a Customer of the member of the City Commission or Board (or of his or her
employer) and transacts more than $10,000.00 of the business of the member of the City Commission or Board (or
his or her employer) in a given calendar year;
I ] vi. The member of the City Commission or Board is a Customer of the Applicant or Representative and transacts
more than $25,000.00 of the business of the Applicant or Representative in a given calendar year.
DAY OF
.200_
By:
Nam:
Title:
(Signature)
(Print)
(Print)
WITNESS MY HAND THIS is DAY OF
PROPERTY OWNER
~T ,200.8
By:
Name:
Title:
(Signature)
(Print)
(Print)
*The terms 'Business Relationship," "Client," "Customer," "Applicant," "Representative" and '1nterested Person" are defined in
Section 2-395 of the A ventura City Code.
~
WITNESS MY HAND THIS K DAY OF A v" G-lAf'l 200~"
, -.
REPRESENT A TIVE: (Listed on Business Relationship Affidavit)
By: (Signature) By (Signature
Name 1)f'n.,.:> '<s\- C- "fT.:p.;;r;;, ;JPrint) Name (Print)
(Print) Title: (Print)
(Signature) S\6r;>. +\C",-C(:. By (Signature
(Print) Name: (Print)
(Print) Title: (Print)
By: (Signature) By (Signature
Name (Print) Name: (Print)
l
Title: (Print) Title: (Print)
By: (Signature) By: (Signature
Title: (Print) Title: (Print)
Title: (Print) Title: (Print)
By: (Signature) By: (Signature
Title: (Print) Title: (Print)
Title: (Print) Title (Print)
By: (Signature) By: (Signature
Title: (Print) Title: (Print)
Title: (Print) Title: (Print)
NOTE: 1) Use duplicate sheets if disclosure information for Representative varies
2) Applicants and Affiants are advised to timely supplement this Affidavit pursuant to Sec. 31-71(b)(2)(iv) of
the City's Land Development Regulations in the City Code, in the event that prior to consideration of the
application by the City Board or Commission, the information provided in the Affidavit becomes incorrect or
incomplete.
NOTARIZATION PROVISION
STATE OF FLORIDA )
COUNTY OF MIAMI-DADE)
Before me, the undersigned authority, personallyappeared:5f-ff t4'1JEIL
executed thiS Affidavit for the purposes stated therein and that it is true and correct
SWORN TO AND SUBSCRIBED before me this IS.... day of A-L"G-W~-, 200_ '/
NOTARY PUBU{;-SlhJi Of FLORIDA v...... .t1-t.--4
~ Jeri Stahl,~ublic Stal~'pf Florida..;.t Large
. . ',1 e...,.. j ...) -f-r......-l. I
CO~SSlOn # DD425454 Printed Name of Notary r,
ExpireS: JUNE 20, 2009 My commission expires: .t ' ~.(.). - "-' 1
_____m__mmm______m____.____,__._uBonde.dJ111..u.Ad=::iL_3D.'J.dL.:..~.C'..c_,_IM..muum.._______._____m._mmmm__u..._____..____._m._.nm_m___.m....m___n__mm_'___
STATE OF FLORIDA )
COUNTY OF MIAMI-DADE)
rst by me duly sworn, did swear or affirm that he/she
Before me, the undersigned authonty, personally appeared
executed this Affidavit for the purposes stated therein and that it is true and correct
the Affiant, who being first by me duly sworn, did swear or affirm that he/she
AFFIANT
SWORN TO AND SUBSCRIBED before me this _ day of
,200 .
Notary Public State of Florida At Large
Printed Name of Notary
My commission expires:
STATE OF FLORIDA )
COUNTY OF MIAMI-DADE)
Before me, the undersigned authority, personally appeared
executed this Affidavit for the purposes stated therein and that it is true and correct
the Affiant, who being first by me duly sworn, did swear or affirm that he/she
AFFIANT
SWORN TO AND SUBSCRIBED before me this _ day of
,200_.
Notary Public State of Florida At Large
Printed Name of Notary
My commission expires:
STATE OF FLORIDA )
COUNTY OF MIAMI-DADE)
Before me, the undersigned authority, personally appeared
executed this Affidavit for the purposes stated therein and that it is true and correct
the Affiant, who being first by me duly sworn, did swear or affirm that he/she
AFFIANT
SWORN TO AND SUBSCRIBED before me this _ day of
,200_
Notary Public State of Florida At Large
Printed Name of Notary
My commission expires
BUSINESS RELATIONSHIP AFFIDA VIT*
This Affidavl! IS made pursuant to Section 31-71 (b)(2)(ii) of the City of Aventura Land Development Code The undersigned Affiant hereby discloses that
(mark with "x" applicable portions only)
'~. Affiant does not have a Business Relationship with any member of the City Commission or any City Advisory Board to which
the application will be presented
[ ] 2. Affiant hereby discloses that it does have a BUSiness Relationship with a member of the City Commission or a City Advisory
Board to which the application will be presented, as follows
(List name of Commissioner or Advisory Board Member) who serves on the
(List City Commission or City Advisory Board upon which member serves).
The nature of the Business Relationship is as follows
[) i. Member of City Commission or Board holds an ownership interest in excess of 1 % of total assets or capital stock
of Applicant or Representative;
[J ii. Member of City Commission or Board IS a partner, co-shareholder (as to shares of a corporation which are not
listed on any national or regional stock exchange) or joint venturer with the Applicant or Representative in any
business venture;
[J iii. The Applicant or Representative is a Client of a member of the City Commission or Board or a Client of another
professional working from the same office or for the same employer as the member of the City Commission or
Board;
[] iv. A City Commissioner or Board member is a Client of the Applicant or Representative;
! ] v The Applicant or Representative is a Customer of the member of the City Commission or Board (or of his or her
employer) and transacts more than $10,00000 of the business of the member of the City Commission or Board (or
his or her employer) in a given calendar year;
[ ] vi. The member of the City Commission or Board is a Customer of the Applicant or Representative and transacts
more than $25,000.00 of the business of the Applicant or Representative in a given calendar year.
WITNESS MY HAND THIS _ DAY OF , 200_
:~p~ IS~"'tu,,)
Name i r< (Print)
Title: I V (Pnnt)
WITNESSMYHANDTHIS~DAYOF ~ ,200g'
PROPERTY OWNER:
By:
Name
Title
(Signature)
(Print)
(Print)
*The terms ''Business Relationship," "Client," "Customer," ''Applicant,'' ''Representative'' and '~nterested Person" are defined in
Section 2-395 of the A ventura City Code.
WITNESS MY HAND THIS l3 DAY OF Au5V\~t-- ,200_.
REPRESENTATIVE (Listed on Business Relationship Affidavit)
By
(Signature)
By (Signature
Name: (Print)
Title: (Print)
By (Signature
Name: (Print)
Title (Prmt)
By: (Signature
Name: (Print)
Title (Print)
By: (Signature
Title: (Print)
Title (Print)
By (Signature
Title: (Print)
Title (Print)
By: (Signature
Title: (Print)
Title (Print)
Name: 1)f'n..::> \E::l.-- C- "FCf;.?::;r, .;;:(print)
Title (Print)
By (Signature)
Name: ~ -P~\l~ (Print)
Title (Print)
B~gnalUre)
Name: .,.~~ '2..O(:.,.cQS (Print)
TitleJ-,~~~ -fi.e.c\:A1.-c~t)
By (Signature)
Title (Print)
Title (Print)
By (Signature)
Title (Prmt)
Title (Print)
By: (Signature)
Title (Print)
Title (Print)
NOTE: 1) Use duplicate sheets if disclosure information for Representative varies
2) Applicants and Affiants are advised to timely supplement this Affidavit pursuant to Sec. 31-71(b)(2)(iv) of
the City's Land Development Regulations in the City Code, in the event that prior to consideration of the
application by the City Board or Commission, the information provided in the Affidavit becomes incorrect or
incomplete.
STATE OF FLORIDA !
COUNTY OF MIAMI-DADE)
Before me, the undersigned authority, personally appeared ~nt1i 2- ~(5 the Affiant, who being first by me duly sworn, did swear or affirm that he/she
~""led "" A.d.." '" th, P"'P~" ,,,Ie' .",," ,pd Ih,l " " lru' ,"d ~''', , ~
! FN ~
,200f'
NOTARIZATION PROVISION
~ ~. Notary Public State of Florida
~~..... Zenaida Fernandez
. ,; My Commission 00749658
~ 'ef Expires 01/1712012 Printed Name of Notary OJ)~ I 'J
0,,,", My commiSSion expires I 2P L
----h-_mu_________u______mm__u_mmhh________m_________h_m_______m------------m-____m__m________mu_________m_____h_____________m_______h_____mL-m---___m_h__hm___mumu___mm_mu
STATE OF FLORIDA )
COUNTY OF MIAMI-DADE)
" p"~" s~, :; FlO:'" AJ L'.' f
SWORN TO AND SUBSCRIBED before me this
Before me. the undersigned authority, personally appeared
executed this Affidavit for the purposes stated therein and that it IS true and correct
the Affiant, who being first by me duly sworn, did swear or affirm that he/she
AFFIANT
SWORN TO AND SUBSCRIBED before me this ~ day of
200
Notary Public State of Florida At Large
Printed Name of Notary
My commission expires
_______________________h________._____________u___________h________________________________________________________u__________________________________._________.__.------------------______h_____________________h_______h________
STATE OF FLORIDA )
COUNTY OF MIAMI-DADE)
Before me, the undersigned authOrity, personally appeared
executed this Affidavit for the purposes stated therein and that it is true and correct
the Affiant. who being first by me duly sworn, did swear or affirm that he/she
AFFIANT
SWORN TO AND SUBSCRIBED before me this ~ day of
,200
Notary Public State of Florida At Large
Printed Name of Notary
My commission expires
______n________________n_______________________________-----------____~_____._______________n_____.____________________________~__________________________________________________.___________________________________________.____.___
STATE OF FLORIDA )
COUNTY OF MIAMI-DADE)
Before me, the undersigned authority, personally appeared
executed this Affidavit for the purposes stated therein and that it is true and correct
the Affiant, who being first by me duly sworn, did swear or affirm that he/she
AFFIANT
SWORN TO AND SUBSCRIBED before me this ~ day of
,200_
Notary Public State of Florida At Large
Printed Name of Notary
My commission expires:
BUSINESS RELATIONSHIP AFFIDA VIT*
r~ "~frLCEjVE D
I r... "..,..-.."....-,,- .., ._~"'.._,...,
I ~UG]_" 20~J
L_ 1:-;0~~:_,_
This Affidavit is made pursuant to Section 31-71(b)(2)(ii) of the City of Aventura Land Development Code. The undersigned Affiant hereby discloses that:
(mark with 'x' applicable portions only)
~1.
Affiant does not have a Business Relationship with any member of the City Commission or any City Advisory Board to which
the application will be presented.
[ ] 2.
Affiant hereby discloses that it does have a Business Relationship with a member of the City Commission or a City Advisory
Board to which the application will be presented, as follows:
(List name of Commissioner or Advisory Board Member) who serves on the
(List City Commission or City Advisory Board upon which member serves).
The nature of the Business Relationship is as follows:
[] i. Member of City Commission or Board holds an ownership interest in excess of 1 % of total assets or capital stock
of Applicant or Representative:
[] ii. Member of City Commission or Board is a partner, co-shareholder (as to shares of a corporation which are not
listed on any national or regional stock exchange) or joint venturer with the Applicant or Representative in any
business venture;
[ ] i1i. The Applicant or Representative is a Client of a member of the City Commission or Board or a Client of another
professional working from the same office or for the same employer as the member of the City Commission or
Board;
[] iv. A City Commissioner or Board member is a Client of the Applicant or Representative;
[] v. The Applicant or Representative is a Customer of the member of the City Commission or Board (or of his or her
employer) and transacts more than $10,000.00 of the business of the member of the City Commission or Board (or
his or her employer) in a given calendar year;
[ ] vi. The member of the City Commission or Board is a Customer of the Applicant or Representative and transacts
more than $25,000.00 of the business of the Applicant or Representative in a given calendar year.
WITNESS MY HAND THIS _ DAY OF
,200_.
APPLICANT:
By:
Name:
Title:
(Signature)
(Print)
(Print)
WITNESS MY HAND THIS
DAY OF
,200__
PROPERTY OWNER:
By:
Name:
Title:
(Signature)
(Print)
(Print)
'The terms "Business Relationship," "Client," "Customer," "Applicant," "Representative" and "Interested Person" are defined in
Section 2-395 of the A ventura City Code_
WITNESS MY HAND THIS ~DAY OF A0) 9US~ , 200'$
REP TI . (Liste . ess Relationship Affidavit)
(Signature) By (Signature
Name 1)f'n..:> \ E::L- C- ~,.:;.p:;rint) Name. (Print)
Title r~\c\er1t (Print) Title: (Print)
By (Signature) By (Signature
Name ~ '"F'A-\let::.. (Print) Name. (Print)
Title. (Print) Title (Print)
By (Signature) By: (Signature
Name. (Print) Name (Print)
Title (Print) Title. (Print)
By. (Signature) By. (Signature
Title (Print) Title. (Print)
Title (Pnnt) Title. (Pnnt)
By (Signature) By (Signature
Title. (Pnnt) Title. (Print)
Title (Print) Title. (Pnnt)
By. (Signature) By (Signature
Title. (Print) Title: (Print)
Title: (Print) Title. (Print)
NOTE: 1) Use duplicate sheets if disclosure information for Representative varies
2) Applicants and Affiants are advised to timely supplement this Affidavit pursuant to Sec. 31-71(b)(2)(iv) of
the City's Land Development Regulations in the City Code, in the event that prior to consideration of the
application by the City Board or Commission, the information provided in the Affidavit becomes incorrect or
incomplete.
STATE OF FLORIDA )
COUNTY OF MIAMI-DADE)
Before me, the undersigned authority, personally appeared'1):)01(J (, ff)f1j.Q
execuled this Affidavit for the purposes stated therem and thai it is true and correct
NOTARIZATION PROVISION
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_____n____________________._________..________________.__n________u___________n______________________________________________.__.___________________________________________________________________________________.______.__._0_____
STATE OF FLORIDA )
COUNTY OF MIAMI-DADE)
Before me, the undersigned authority, personally appeared
executed this Affidavit for the purposes stated therein and that il is true and correcl
the Affiant, who being first by me duly sworn, did swear or affirm thai he/she
AFFIANT
SWORN TO AND SUBSCRIBED before me this ~ day of
200
Notary Public State of Florida At Large
Printed Name of Notary
My commission expires.
_____n___n__________________________n____________________________________________n______________________________________________________h_____.-________________________h______________________________________________~~__.._______
STATE OF FLORIDA )
COUNTY OF MIAMI-DADE)
Before me, the undersigned authonty, personally appeared
executed this Affidavil for the purposes stated therein and that it is true and correct
the Affiant, who being first by me duly sworn, did swear or affirm that he/she
AFFIANT
SWORN TO AND SUBSCRIBED before me this ~ day of
.200
Notary Public State of Florida At Large
Printed Name of Notary
My commission expires:
~------------______________~__________h___________n_____------------------------~~-------______________________~____._____~__~_.._______________________.________________~___.______~_______n__________________________________________
STATE OF FLORIDA )
COUNTY OF MIAMI-DADE)
Before me, the undersigned authority, personally appeared
executed this Affidavit for the purposes stated therein and that it is true and correct
the Affiant, who being first by me duly Sworn, did swear or affirm that he/she
AFFIANT
SWORN TO AND SUBSCRIBED before me this ~ day of
,200_
Notary Public State of Flonda At Large
Printed Name of Notary
My commission expires
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RESOLUTION NO. 2008-_
A RESOLUTION OF THE CITY COMMISSION OF THE
CITY OF AVENTURA, FLORIDA GRANTING APPROVAL
OF A VARIANCE FROM SECTION 31-147(a)(3) OF THE
CITY'S LAND DEVELOPMENT REGULATIONS TO
ALLOW A 0 FOOT FRONT YARD SETBACK, WHERE A
MINIMUM 25 FOOT FRONT YARD SETBACK IS
REQUIRED BY CODE; AND GRANTING APPROVAL OF A
VARIANCE FROM SECTION 31-233(c)(4) OF THE CITY'S
LAND DEVELOPMENT REGULATIONS TO ALLOW A
17.42 FOOT WIDE VIEW CORRIDOR TO THE WATER,
WHERE A MINIMUM 32.69 FOOT WIDE VIEW CORRIDOR
IS REQUIRED BY CODE FOR THE CITY OF AVENTURA
ARTS & CULTURAL CENTER PROPERTY LOCATED AT
3385 NE 188 STREET, CITY OF AVENTURA; PROVIDING
FOR AN EFFECTIVE DATE.
WHEREAS, the property described herein is zoned CF, Community Facilities
District; and
WHEREAS, the applicant, City of Aventura, through Application No. 01-VAR-08,
is requesting a variance from Section 31-147(a)(3) to allow a 0 foot front yard setback
where a minimum 25 foot front yard setback is required by Code; and (2) Variance from
Section 31-233(c)(4) to allow a 17.42 foot wide view corridor where a 32.69 foot wide
view corridor is required by Code.
WHEREAS, following proper notice, the City Commission has held a public
hearing as provided by law; and
WHEREAS, the City Commission finds that the Application meets the criteria of
the applicable codes and ordinances, to the extent the Application is granted herein.
Resolution No. 2008-
Page 2
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE
CITY OF A VENTURA, FLORIDA, THAT:
Section 1. Application for a variance from Section 31-147(a)(3) to allow a 0 foot
front yard setback where a minimum 25 foot front yard setback is required by Code;
and (2) Variance from Section 31-233(c)(4) to allow a 17.42 foot wide view corridor
where a 32.69 foot wide view corridor is required by Code, on property legally described
as follows:
Tract A, Huber Tract, according to the plat thereof as recorded in Plat Book 140,
Page 58 of the Public Records of Miami-Dade County, Florida and part of the
south % of the Section 3, Township 52 South, Range 42 East, City of Aventura
more particularly described in Exhibit "A"
is hereby granted, subject to the following conditions:
1. Plans shall substantially comply with those submitted as follows:
. "Aventura Arts & Cultural Center Site Plan and Shoreline Submittal", Cover
Sheet, prepared by PGAL Architects, dated 8/26/08, signed and sealed 8/27/08.
. "Aventura Arts Center", Boundary and Topographic Survey, Page 1 of 1,
prepared by Fortin, Leavy, Skiles Inc. dated 2/26/08, signed and sealed 2/26/08.
. "Aventura Arts and Cultural Center", Conceptual Paving, Drainage, Water and
Sewer Plan, Page 1 of 3, prepared by Fortin, Leavy, Skiles Inc. dated 8/26/08,
signed and sealed 8/26/08.
. "Aventura Arts and Cultural Center", Conceptual Paving, Drainage, Water and
Sewer Plan, Page 2 of 3, prepared by Fortin, Leavy, Skiles Inc. dated 8/26/08,
signed and sealed 8/26/08.
. "Aventura Arts and Cultural Center", Conceptual Paving, Drainage, Water and
Sewer Plan, Page 3 of 3, prepared by Fortin, Leavy, Skiles Inc. dated 8/26/08,
signed and sealed 8/26/08.
. "Aventura Arts & Cultural Center", Planting Plan, Sheet L 1.0, prepared by Curtis
and Rogers Design Studio Inc., dated 8/26/08, signed and sealed 8/26/08.
. "Aventura Arts & Cultural Center", Tree Disposition, Sheet TD1.0, prepared by
Curtis and Rogers Design Studio Inc., dated 8/26/08, signed and sealed 8/26/08.
. "Aventura Arts & Cultural Center", Demolition Plan, Sheet 01.00, prepared by
PGAL, dated 8/26/08, signed and sealed 8/27/08.
. "Aventura Arts & Cultural Center", Site Plan, Sheet A 1.00, prepared by PGAL,
dated 8/26/08, signed and sealed 8/27/08.
Resolution No. 2008-_
Page 3
. "Aventura Arts & Cultural Center", Site Plan, Sheet A 1.01, prepared by PGAL,
dated 8/26/08, signed and sealed 8/27/08.
. "Aventura Arts & Cultural Center", Site Plan Details, Sheet A 1.02, prepared by
PGAL, dated 8/26/08, signed and sealed 8/27/08.
. "Aventura Arts & Cultural Center", Site Plan Details, Sheet A 1.03, prepared by
PGAL, dated 8/26/08, signed and sealed 8/27/08.
. "Aventura Arts & Cultural Center", Overall Floor Plan, Sheet A2.00, prepared by
PGAL, dated 8/26/08, signed and sealed 8/27/08.
. "Aventura Arts & Cultural Center", Mechanical Mezzanine Plan, Sheet A2.01,
prepared by PGAL, dated 8/26/08, signed and sealed 8/27/08.
. "Aventura Arts & Cultural Center", Roof Plan, Sheet A2.02, prepared by PGAL,
dated 8/26/08, signed and sealed 8/27/08.
. "Aventura Arts & Cultural Center", Building Elevations, Sheet A6.00, prepared by
PGAL, dated 8/26/08, signed and sealed 8/27/08.
. "Aventura Arts & Cultural Center", Building Elevations, Sheet A6.01, prepared by
PGAL, dated 8/26/08, signed and sealed 8/27/08.
2. Permits shall be obtained within twelve (12) months of the date of the resolution
or the approvals granted shall be deemed null and void unless extended by a
motion of the City Commission.
Section 2. The City Manager is authorized to cause the issuance of permits in
accordance with the approvals and conditions herein provided and to indicate such
approvals and conditions upon the records of the City.
Section 3. This Resolution shall become effective immediately upon its
adoption.
The foregoing Resolution was offered by Commissioner , who
moved its adoption. The motion was seconded by Commissioner
, and upon being put to a vote, the vote was as follows:
Commissioner Bob Diamond
Commissioner Billy Joel
Commissioner Teri Holzberg
Commissioner Michael Stern
Commissioner Luz Urbaez Weinberg
Vice Mayor Zev Auerbach
Mayor Susan Gottlieb
Resolution No. 2008-
Page 4
PASSED AND ADOPTED this 9th day of September, 2008.
Susan Gottlieb, Mayor
ATTEST:
TERESA M. SOROKA, MMC
CITY CLERK
APPROVED AS TO LEGAL SUFFICIENCY:
~
CITY ATTORNEY
This Resolution was filed in the Office of the City Clerk this _ day of
,2008.
CITY CLERK
Resolution No. 2008-
Page 5
EXHIBIT "A"
LEGAL DESCRIPTION
(Parcel 1)
Tract A, Huber Tract, according to the plat thereof as recorded in Plat Book 40, Page
58 of the Public Records of Miami- Dade County, Florida
and
(Parcel 11)
The adjacent portion of land bounded to the south by the easterly prologation of the
centerline of NE 188 Street as shown on said plat and bounded by the waterward
boundary line as of July 1, 1975 lying in the south % of Section 3, Township 52 South,
Range 42 East, Miami-Dade County, Florida being more particularly described as
follows:
Commence at the center of said Section 3; Thence Run North 89050'55" West along
the north line of the southwest X of said Section 3 for a distance of 670.26 feet to the
northwest corner of the east % of the northeast X of the southwest X of said Section 3;
Thence run South 00039'25" East along the west line of the east % of the northeast X
of the southwest X of said Section 3 for a distance of 1107.11 feet to a point; Then run
North 89020'35" East for a distance of 2759.51 feet along the centerline of NE 188
Street and the easterly prolongation thereof, as shown on said lat to the point of
beginning; Thence meandering the water's edge of Dumfoundling Bay the following
seven courses; Thence run North 09009'56" East for a distance of 56.04 feet; Thence
run North 01059'05" East for a distance of 1 09.22 feet; Thence run North 16039'15"
West for a distance of 23.30 feet; Thence run North 41027'58" West for a distance of
35.31 feet; Thence run North 54044'06" West for a distance of 47.58 feet; Then run
North 62007'47" West for a distance of 55.49 feet; Thence run South 89055'17" West
for a distance of 279.80 feet, more or less, to the point of termination.
CITY OF AVENTURA
OFFICE OF THE CITY MANAGER
MEMORANDUM
FROM:
Eric M. Soroka, ICMA-CM, City
I Center as a Department of
TO:
City Commission
DATE:
July 25, 2008
SUBJECT: Ordinance Establishing Arts & Cui
the City
1st Reading September 9,2008 City Commission Meeting Agenda Item ~
2nd Reading September 24, 2008 City Commission Meeting Agenda Item
RECOMMENDATION
It is recommended that the City Commission adopt the attached Ordinance establishing
the Arts and Cultural Center as a Department of the City in conformance with the
2008/09 Budget document. In addition, the title of the Finance Support Services
Department is also recommended to be changed to Finance Department. This is being
recommended based on the fact that the support service functions of personnel and
information technology, previously handled by the Department, have been assigned to
other departments
If you have any questions, please feel free to contact me.
EMS/act
Attachment
CC01624-08
ORDINANCE NO. 2008--_
AN ORDINANCE OF THE CITY OF AVENTURA,
FLORIDA, AMENDING CHAPTER 2 ENTITLED
"ADMINISTRATION", BY AMENDING ARTICLE II
"DEPARTMENTS", SECTION 2-61 "CREATED" TO
PROVIDE FOR INCLUSION OF THE ARTS &
CULTURAL CENTER AS A DEPARTMENT OF
GOVERNMENT WITHIN THE CITY AND TO CHANGE
THE TITLE OF THE FINANCE AND SUPPORT
SERVICES DEPARTMENT TO FINANCE
DEPARTMENT; PROVIDING FOR SEVERABILITY;
PROVIDING FOR INCLUSION IN CODE; PROVIDING
FOR EFFECTIVE DATE.
WHEREAS, Section 2-61 "Created" of Article II "Departments" of Chapter 2
"Administration" of the City Code provides for the creation of departments of
government within the City; and
WHEREAS, the City Commission wishes to amend Section 2-61 to provide for
the addition of the Arts & Cultural Center as a department of government within the City
and to change the title of the Finance and Support Services Department to Finance
Department.
NOW, THEREFORE, IT IS HEREBY ORDAINED BY THE CITY COMMISSION
OF THE CITY OF AVENTURA, FLORIDA, AS FOLLOWS:1
Section 1. That Section 2-61 of Article II "Departments" of Chapter 2
"Administration" of the City Code of the City of Aventura is hereby amended to read as
follows:
Section 2-61. Created.
For the purpose of systematically and efficiently administering the operations
of the City of Aventura, the following departments of government within the
City are hereby established:
1. Office of the City Manager;
2. Finance ::md Support Services;
3. Legal;
4. City Clerk's Office;
5. Public Safety;
6. Community Development;
7, Community Services;
1 Stricken text is deleted; underlined text is added
Ordinance No. 2008-
Page 2
8. Charter Schools;
9. Arts & Cultural Center
Section 2. Severability. The provisions of this Ordinance are declared to be
severable and if any section, sentence, clause or phrase of this Ordinance shall for any
reason be held to be invalid or unconstitutional, such decision shall not affect the validity of
the remaining sections, sentences, clauses, and phrases of this Ordinance but they shall
remain in effect, it being the legislative intent that this Ordinance shall stand
notwithstanding the invalidity of any part.
Section 3. Inclusion in the Code. It is the intention of the City Commission, and it
is hereby ordained that the provisions of this Ordinance shall become and be made a part
of the Code of the City of Aventura; that the sections of this Ordinance may be
renumbered or relettered to accomplish such intentions; and that the word "Ordinance"
shall be changed to "Section" or other appropriate word.
Section 4. Effective Date. This Ordinance shall be effective immediately upon
adoption on second reading.
The foregoing Ordinance was offered by Commissioner , who moved
its adoption on first reading. The motion was seconded by Commissioner
and, upon being put to a vote, the vote was as follows:
Commissioner Bob Diamond
Commissioner Teri Holzberg
Commissioner Billy Joel
Commissioner Michael Stern
Commissioner Luz Urbaez Weinberg
Vice Mayor Zev Auerbach
Mayor Susan Gottlieb
The foregoing Ordinance was offered by Commissioner ,who moved its
adoption on second reading. The motion was seconded by Commissioner
and, upon being put to a vote, the vote was as follows:
Commissioner Bob Diamond
Commissioner Teri Holzberg
Commissioner Billy Joel
Commissioner Michael Stern
Commissioner Luz Urbaez Weinberg
Vice Mayor Zev Auerbach
Mayor Susan Gottlieb
2
Ordinance No. 2008-
Page 3
PASSED on first reading this 9th day of September 2008.
PASSED AND ADOPTED on second reading this 24th day of September, 2008.
SUSAN GOTTLIEB, MAYOR
ATTEST:
TERESA M. SOROKA, MMC
CITY CLERK
APPROVED AS TO FORM AND n
LEGAL~
CITY ATTORNEY
..,
.:l
/
MIAMI DAILY BUSINESS REVIEW
Published Daily except Saturday, Sunday and
Legal Holidays
Miami, Miami-Dade County, Florida
STATE OF FLORIDA
COUNTY OF MIAMI-DADE:
Before the undersigned authority personally appeared
V. PEREZ, who on oath says that he or she is the
LEGAL CLERK, Legal Notices of the Miami Daily Business
Review Ilk/a Miami Review, a daily (except Saturday, Sunday
and Legal Holidays) newspaper, published at Miami in Miami-Dade
County, Florida; that the attached copy of advertisement,
being a Legal Advs:"t:$cmont cf Nctic~ in !h~ matter of
CITY OF AVENTURA - NOTICE OF PUBLIC HEARING
(01-VAR-08) - SEPTEMBER 9, 2008
in the XXX X Court,
was published in said newspaper in the issues of
08/22/2008
Affiant further says that the said Miami Daily Business
Review is a newspaper published at Miami in said Miami-Dade
County, Florida and that the said newspaper has
heretofore been continuously published in said Miami-Dade County,
Florida, each day (except Saturday, Sunday and Legal Holidays)
and has been entered as second class mail matter at the post
office in Miami in said Miami-Dade County, Florida, for a
period of one year next preceding the first publication of the
attached copy of advertisement; and affiant further says that he or
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
news~. VJ
Sworn to and subscribed before
22 day of AUGUST
,A.D. 2008
c~~~~
(SEAL)
V. PEREZ personally known to me
,...,....~vv~
Notary Pub!lc State of Flonda .
Cheryl H Marmer
My Commission D0793490
Expires 07/18/2012
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-p;9l.
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AppHcent.~. CiW'of~(01-VAR..qtJ),
AppHcentReque8t: Citystlft,iWt.... .lfh.a v~",bPffl ~on-
31-14~~jlQ-,f~_~ck'.
. ,_",-,.. _i....,ai, ree. JftlA',IIIl{'lllill~ is
required by Coo.; aI'Id{2} Variance from Section.
3h233(c)(-J) ,to,"" a1kfa\foot wide-vieW
corridor_ere a 32,t1foot......viellV ~ is
required by Code.
~./l:
."C.,
Loc8lIon ofSUbjectProt*lY: A)f8Ptura.......-cuItunlI Center ,>
, ,'-338SNE.1il8'Street.,City of AVtlntura
...~ h"jr;:!.-~
Legal DMcrIptiOn:
Tract "A", Huber Tract. according to the pl.;
thereof recorded in PfatBook 140.PapSSofthf
Public' Records of. Uiami-DadaCountv ,Clly-<'f
Aventura. Aorlda. andPart,ot_~.flth~ CIf!
SectiOn 3, Township 52 South. Range 42. eas1]
(complete 'legal . deseIiptIon-avaiIabIeatthe1
Community OewtopmeAt Department)
, .
Plans are on file and may be examined dur1n9 regularbuslnell8 hours ~~
the CitY.' of AventUra Q(wemment . Center.. Community DeveIOpmerll!
DepBrtrnent;.19200West~QUb Dri\te,.AYentura. FloI1da, 00189.
Plans may, . be modifI8d. "lI.t or petoftithe P"ubIk: Hearirtg: 1'heappllcati"",
may change during the hearlrlgprocess. . ,
The PubIlcHear1n9 wilt be~lri1he OIly ~1ssiQn C~ at Oily
'Of AVtlntul'e:Goven'ltn8ftt.<*1terat the addres8~.YOUl' ~ts
6e'rnatteirF .. '. · 'iUhe h8dng <<flied In Wl'itIn9 prior to the
~_,,"~~on"~aiId'mail
~loCl(r-QfA~~ C8l1ter. Comritunlty-OlMIopment
DePa:rtme!'!t~.the ~~.Ft)f further irIfol'rI1atIOn. ptease call
(305J~~1O'" .
~.' n ~,Y(ilb#t& ~)Yith ~!!U~ Qt.. We<>, all
per$OM~are~~""~ ,. .'.....lIlOdatlons to
participa~ in this proceecling becauSe of thet dlsabllltV should contact
the OfflCc'-oy the CityClerk,(305)~1 , not later than twobusiness
days priortos1.tCh~. -" .
Ifaperson~, \':to'.~.. ,..... anvdecistOnma.de.bV....the. c.ItyComm. ission
with . respea~ any matter considerctd at .a ~ or hearing, that
personllVill need arecotd ()f the proceedingS and, for ~purpose. may
need to ensure lhat-. verb!W1'll reC9l'dottt1e prOCeedings Is made, which
record includes thet$Jtiinonr. BOd. ~ce upon which the appeal is to
be~.
8122
Teresa M. SOroka, MMC. City Clerk
,~~~2!1071657M