sria-fla.comsria-fla.com/ADA_PDF/July_22_2020_Agenda_Backup_ADA.pdf · SANTA ROSA ISLAND AUTHORITY COMMITTEE MEETINGS JULY 22, 2020 5:00 P.M. A. ARCHITECTURAL & ENVIRONMENTAL COMMITTEE,

SANTA ROSA ISLAND AUTHORITY COMMITTEE MEETINGS

JULY 22 2020 500 PM

A ARCHITECTURAL amp ENVIRONMENTAL COMMITTEE DR THOMAS CAMPANELLA CHAIR MS KAREN SINDEL AND MS BRIGETTE BROOKS MEMBERS

Item 1 - Request for approval of the Resolution for the 2021-2022 Florida Beach Erosion Control Program (Staff report by Paolo Ghio)

Item 2 - Request by Brian and Lynn Reece - Lot 13 Lafitte Cove 11(1056 Ft Pickens Rd)- to construct a 8 x 30 in-ground swimming pool with an encroachment of 25 into the 30 rear yard setback (Staff report by Paolo Ghio)

Item 3 - Request by Nick and Heather Schutte - Lot 9 Block 5 Santa Rosa Villas (9 Ensenada Quatro) - to construct a 17 x 33 in-ground swimming pool with an encroachment of 15 into the 30 rear yard setback (VOL) (Staff report by Paolo Ghio)

Item 4 - Request by Allan Rose - Lot 4 Block 4 Santa Rosa Villas (1743 Ensenada Uno) - to construct a 12 x 15 x 30 in-ground freeform swimming pool with an encroachment of 22 into the 30 rear yard setback (Staff report by Paolo Ghio)

Item 5 - Request by Mark A and Michelle G Hardy-Approval of a Pier Amendment to Residential Lease Agreement for 1577 Bulevar Menor (Lot 3A Block 8 Santa Rosa Villas) (Staff report by Paolo Ghio)

Item 6 - Request by Tyler S and Stephen P Moore - Approval and execution of an Amendment to Single - Family Residential Lease Agreement Construction below the Base Flood Elevation for a new SFR construction project located at 31 OVia de Luna (Lot 6 Block 10 Villa Primera) (Staff report by Paolo Ghio)

B DEVELOPMENT amp LEASING COMMITTEE MS LIZ CALLAHAN CHAIR DR

THOMAS CAMPANELLA AND MR JERRY WATSON MEMBERS

Item 1- Request by Michael J and Debra T Foley- 1215 Ariola Drive - to renew their residential lease for an additional 99 year period (Staff report by Robbie Schrock)

C ADMINISTRATIVE COMMITTEE MS KAREN SINDEL CHAIRMAN MR BUBBA PETERS AND MS BRIGETTE BROOKS MEMBERS

Item 1 - Report on Financial Statements and Expenditures (Staff report by Vickie Johnson)

Item 2 - Discussion to increase the annual lease fees as per the Consumer Price Index (CPI) Escalator Clause in certain leases (Staff report by Ms Robbie Schrock)

JULY 22 2020 500 PM

Adjourn

Please note that the Santa Rosa Island Authority does not make verbatim transcripts of its meetings although the meetings are tape recorded Any person desiring a verbatim transcript of a meeting of the Santa Rosa Island Authority will need to independently secure such verbatim transcript

Architectural amp Environmental Committee July 22 2020 Item A-1

Request for approval of the Resolution for the 2021-2022 Florida Beach Erosion Control Program (Staff report by Paolo Ghio)

Background

The Florida Department of Environmental Protection (FDEP) requires that a resolution is submitted annually for the continued monitoring of the Pensacola Beach Erosion Control Program

Recommendation

Staff recommends approval of the Resolution for the 2021-2022 Florida Beach Erosion Control Program as presented

RESOLUTION

A RESOLUTION OF THE SANTA ROSA ISLAND AUTHORITY ESCAMBIA COUNTY FLORIDA AUTHORIZING THE SANTA ROSA ISLAND AUTHORITY TO PROCEED WITH THE SUBMITTAL OF AN APPLICATION FOR STATE FUNDS UNDER THE PROVISIONS OF CHAPTER 161091 FLORIDA STATUTES TO THE FLORIDA DEPARTMENT OF ENVIRONMENTAL PROTECTION BEACH MANAGEMENT FUNDING ASSISTANCE PROGRAM FOR FISCAL YEAR 2021-2022 FOR THE PENSACOLA BEACH POST CONSTRUCTION BEACH AND ENVIRONMENTAL MONITORING AND IMPLEMENTATION OF THE BEACH MANAGEMENT APPLICATION

WHEREAS the Santa Rosa Island Authority has completed the most recent beach nourishment project at Pensacola Beach and

WHEREAS Pensacola Beach is recognized by the Department of Environmental Protection as having a critically eroded shoreline and

WHEREAS the Santa Rosa Island Authority supports monitoring the beach nourishment project planning for future projects if needed and is willing to serve as the local sponsor and

WHEREAS the Santa Rosa Island Authority is aware that there is a local funding share to implement a beach monitoring program for projects authorized by Section 161101 Florida Statutes

NOW THEREFORE IT SHALL BE RESOLVED by the Santa Rosa Island Authority that the Board hereby supports beach and environmental monitoring and is willing to serve as local sponsor The Board is prepared to provide the necessary local funding to implement the beach monitoring program The Board also supports the Departments Beach and Coastal Management Program

This resolution approved the 12th day of August 2020 in an open meeting

SANTA ROSA ISLAND AUTHORITY

BY ____________ _

Brigette Brooks Chairman

ATTEST

Thomas Campanella SecretaryTreasurer

Request by Brian and Lynn Reece - Lot 13 Lafitte Cove II (1056 Ft Pickens Rd)- to construct a 8 x 30 in-ground swimming pool with an encroachment of 25 into the 30 rear yard setback (Staff report by Paolo Ghio)

Background

This is an existing SFR Structure and an encroachment would allow room for a swimming pool including hardscape

Adjacent neighbors received proper notice and the letters of no objection are included in the back up for 1054 and 1058 Ft Pickens Rd Approval from the Lafitte Cove II HOA is also attached

Recommendation

Staff recommends approval of the request by Brian and Lynn Reece - Lot 13 Lafitte Cove 11(1056 Ft Pickens Rd)- to construct a 8 x 30 in-ground swimming pool with an encroachment of 25into the 30 rear yard setback including hardscape in accordance with all applicable codes and regulations

Melody B Forte

From Lynn Reece ltlynnreecesoarsurgerycomgt Sent Thursday July 09 2020 11 55 AM To Melody B Forte Subject Re please respond to this email

Good Morning Melody Please accept this email as a request for our application of encroachment of a swimming pool to be placed on the July 22nd agenda Kind regards Lynn Reece

Get Outlook for iOS

From Melody B Forte ltmelodybolster_fortesria-flacomgt Sent Thursday July 9 2020 114601 AM To Lynn Reece ltlynnreecesoarsurgerycomgt Subject please respond to this email

Good morning Lynn

We have everything that we need if you could please respond to this email requesting to be placed on the agenda for the 722 committee meeting for the encroachment of the swimming pool we will be good to gocopy

Thank you

AAaeody Bollsta Tota Assistant Manager Development Services Phone 850-932-2257 Fax 850-932-1866

Florida has a very broad public records law Under Florida law both the content of emails and email addresses

are public records If you do not want the content of your email or your email address released in response to

a public records request do not send electronic mail to this entity Instead contact this office by phone or in

person

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Date June 9 2020

Brian and Lynn Reece

1056 Fort Pickens Rd Pensacola Beach FL 32561

RE Request for an encroachment in to the established setback for the construction of an In ground swimming pool at 1056 Fort Pickeos Rd pdeg middot FL 3256 1 on Pensacola Beach

Janet and Allen Penniman Dear Lori Barr

1056 Fort Pickens Rd As the ownercontractor of Pensacola Beach FL 32561 bull I am submitting to the Santa Rosa Island Authority a request to construct an In ground swimming pool that requires an encroachment of

26 into the rear 30 setback bull Seeattached surveysite plan showing the location of the pool

As part of the submittal the Santa Rosa Island Authority requests letters of comment from the adjoiningaffectedleaseholdersstating that they have reviewed the site plan and either do or do not have any comments to the encroachment

Please review the attached plan check the appropriate box below and return to the Santa Rosa Island Authority no later than June 10 2020 this Item has been placed on the Authoritys committee meeting scheduled forWednesday June 24 2020 bull It Is important for the Authority to receive comment from the neighbors prior tofinal action You may also email to melodybolster Forlesrlabullflacom or AJ Powellsria-flacomor fax lo (850) 932-1866Attention Melody B Forte AJ Powell Santa Rosa Island Authority Pensacola Beach Florida

Thank you for your consideration and If you have any questions please contact me at

850-449-2290

Sincerely

(CHECK ONE SIGN AND RETURN)

______ I HAVE NO COMMENT

_____ I HAVE COMMENTS SEE BELOW

Signatureamp Address of Adjacent Leaseholder ___ __J_~__~_-____q_L2__frac12__~middot_7 _

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Date June 9 2020

1056 Fort Pickens Rd~ Pensacola Beach FL 32561

RE Request for an encroachment in to the established setback for the construction of an in ground swimming pool at 1056 FortPcirnos Rd Peosaool Sech FL32561 on Pensacola Beach

1056 Fort Pickens Rd As the ownercontractor of Pensacola Beach FL 32561 I am submitting to the Santa Rosa Island Authority a request to construct an In ground swimming pool that requires an encroachment of

26 into the rear 30 setback Seeattached surveysite plan showing the location of the pool

As part of the submittal the Santa Rosa Island Authority requests letters of comment from the adjoiningaffectedleaseholders stating that they have reviewed tfle site plan and either do or do not have any comments to the encroachment

Please review the attached plan check the appropriate box below and return to the Santa Rosa Island Authority no later than June 10 2020 this Item has been olaced on the Authoritys committee meeting scheduled for Wednesday June 24 2020 It ls Important for the Authority lo receive comment from the neighbors prior to final action You may also email to melodybolster Fortesrlabullflacom or AJ Powellsrlabullflacomor fax lo (850) 9321866 Attention Melody B Forte AJ Powell Santa Rosa Island Authority Pensacola Beach Florida

Thank you for your consideration and If you have any questions please contact meat

850-449-2290

Sincerely

--~bull---__- ~- I HAVE NO COMMENT

Melod B Forte

From Charles Rumbley ltctrumbleyyahoocomgt Sent Thursday July 02 2020 934 AM To Lynn Reece Melody B Forte Subject Fwd Pool install

Lynn It looks as if you have a design for a beautiful pool Please save me a space to have a chair You can use this email Im copying Melody as permission from the HOA to begin constrnction

hanks for contacting us Have a happy 4th Charles

Sent from my iPad

Begin forwarded message

From Joe Hild ltjoespools9lgmailcomgt Date July 2 2020 at 91455 AM CDT To Lynn Reece ltlynnreecesoarsurgerycomgt Cc ctrumbleyyahoocom Subject Re Pool install

Here are the diagrams for the HOA

On Wed Jul 1 2020 339 PM Lynn Reece ltlynnreecesoarsurgerycomgt wrote HiJoe Please forward drawing to Charles and cc me Thanks Lynn Get Outlook for iOS

From Charles Rumbley ltctrumbleyyahoocomgt

Sent Wednesday July 1 2020 32448 PM To Lynn Reece ltlynnreecesoarsurgerycomgt

Subject Re Pool install

Lynn The only thing that I need and hopefully you have is a drawingplans Just have your contractor forward them and then everything is a go Glad that you and your family will be in town on a more regular basis If you need anything else call me 850-384-0968 Charles

Sent from my iPhone

Request by Nick and Heather Schutte - Lot 9 Block 5 Santa Rosa Villas (9 Ensenada Quatro) - to construct a 17 x 33 in-ground swimming pool with an encroachment of 15 into the 30 rear yard setback (VDL) (Staff report by Paolo Ghio)

Background

Adjacent neighbors received proper notice and the letters of no objection are included in the back up for 5 and 8 Ensenada Quatro0

Recommendation

Staff recommends approval of the request by Nick and Heather Schutte - Lot 9 Block 5 Santa Rosa Villas (9 Ensenada Quatro) - to construct a 17 x 33 in-ground swimming pool with an encroachment of 15 into the 30 rear yard setback (VDL) including hardscape in accordance with all applicable codes and regulations

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RE Request for an encr9ao_hm~nt in to J~e est~blished setback for the construction of an In ground swimming pool at 1 I_n gt(_1JJJAO U CA1Ylgt on Pensacola Beach

Dear 1SI ru~ltesbY As the ownercontractor of qpoundV1(_fJCJdlt I am submitting to the Santa Rosa Island iwJn-Authority a re uest to construct an In ground swimming pool that requires an encroachment of

c middot t c Seeattached surveysite plan showing the location of the pool

As part of the submittal the Santa Rosa Island Authority requests letters of comment from the adjoiningaffectedleaseholders stating that they have reviewed the site plan and either do or do not have any comments to the encroachment

Please review the attached plan check the a ro riate box below and return to the Santa Rosa Island Authorlt no later than -middot- OL this Item has been laced on he Authoritys committee meeting sched middot ed or Wednesday0-u I t - LUZ0 IiIsect important for the Authority to receive comment from the neighbors prior to final action You may also em all to melodybolster Fortesrllt1-flacom or fax to (850or AJ Powellsria-flacom 932-middot1866Attention Melody B Forte AJ Powell Santa Rosa Island Authority Pensacola Beach Florida

Thank you for your consideration and if you have any questions please contact me at

JIa U1L1JirtlfSclriuHelSlt-910-107)) I1-s-43~-q-r-1-1---

Sincerely 1 i ()

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___X~_middot~-I HAVE NO COMMENT

______ I HAVE COMMENTS SEE BELOW

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Melody B Forte

From Demetrios Katsikas ltDKatsikasstlurologycomgt Sent Wednesday July 08 2020 142 PM To Melody B Forte Subject 9 ensenada quatro

Melody

I own the property at 8 Ensenada quatro and have no issues with the pool encroachment on 9 ensenada quatro If any questions my cell number is 618-558-7555 Thank You

Demetri Katsikas

Demetrios A Katsikas MD

Genito-Urinary Surgery Urology Of StLouis

6812 State Route 162 Suite 200 MaryvilleIL 62062 (p) 618-288-0900 (f) 618-288-0909 Dka tsikasstl u rqggycorri

Request by Allan Rose - Lot 4 Block 4 Santa Rosa Villas (17 43 Ensenada Uno) - to construct a 12 x 15 x 30 in-ground freeform swimming pool with an encroachment of 22 into the 30 rear yard setback (Staff report by Paolo Ghio)

Background

This is new construction (SFR Structure) and an encroachment is necessary for a swimming pool including hardscape

Adjacent neighbors received proper notice and the letters of no objection are included in the back up for 1739 and 1751 Ensenada Uno

Recommendation

Staff recommends approval of the request by Allan Rose - Lot 4 Block 4 Santa Rosa Villas ( 17 43 Ensenada Uno) - to construct a 12 x 15 x 30 in-ground freeform swimming pool with an encroachment of 22 into the 30 rear yard setback including hardscape in accordance with all applicable codes and regulations

Melody B Forte

From Allan Rose ltaroserosefabricatingcomgt Sent Thursday July 09 2020 1129 AM To Melody B Forte Cc allanmrosegmailcom Subject Re Please respond to this email

Yes I would like to be placed on the agenda Should I plan to be there

Allan Rose President Hydratrek Inc Office 1901) 475-9595 Direct 1901) 313-7620 Mobile 901) 484-4883 1211 Hope Street Covington TN 38019

On Jul 9 2020 at 1101 AM Melody B Forte ltmelodybolster_fortesria-flacomgt wrote

Hi Allen

Please respond to this middotemail requesting to be placed on the July 22 committee agenda for the encroachment for the pool at 1743 Ensenada Uno

Thank you and hope you are staying well

Mallody (Jollste 1-ota Assistant Manager Development Services Phone 850-932-2257 Fax 850-932-1866

Florida has a very broad public records law Under Florida law both the content of emails and

email addresses are public records If you do not want the content of your email or your email

address released in response to a public records request do not send electronic mail to this entity Instead contact this office by phone or in person

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RE n encroachment in to the establls ed setback for the construction of an ill ground ol at LJcr2--S=J~~~bQil_JJIY)c_on Pensacola Beach

As part o the sub itlal the Santa Rosa Island Authori requests letters of comment from the adjoining ffe led easeholders stating that they have r viewed the site plan and either do or do not have ny m

Please lslan

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Sincerely

(CHECK Ill SI

Signatur amp

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COMMENT

ents to the encroachment

hed plan x below and return to the Santa Rosa this Item has been laced on tlile

lt1s nt from rior to final action You ma om or AJ -flacom or fax to 850 well San Ros nd Authorlt Pensacola

Beach Fl

RE encroachment in to the establish d setback for the construction of an in gro at nD on Pensacola Beach

Ast r of Alo_r Kose I am submitting to the Santa Rosa Island j onstruct an in gr Imming ool that requires an encroachment of

rfax to 850 932-1866 Pensacola

on and if you have any q estions please contact me at

--1Lll--j11L++-4-lLL_ b n nJ___lC83lpound_=i~~=-~ilUit Sincerely ~5lO I 4

(CHECK NE SI N AND RETURN)

__ ___-_middot__ I HAVE NO COMMENT __

_____ I HAVE CO MENTS SEE BELOW

Signature

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As part I the Santa Rosa Island Auth adjoinin eholders stating that they halli not hav ts to the encroachment

Please

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requests letters of comment from the iewed the site plan and either do or do

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Request by Mark A and Michelle G Hardy - Approval of a Pier Amendment to Residential Lease Agreement for 1577 Bulevar Menor (Lot 3A Block 8 Santa Rosa Villas) (Staff report by Paolo Ghio)

Background

Mr and Mrs Hardy have submitted plans to construct a new pier from their leasehold property and part of the SRIA and the Escambia County Land Development Code (LDC) approval process is the execution of an amendment

The Amendment is essentially a supplement to the Master Lease whereby the leaseholder agrees to build the pier to current codes and regulations as well as abiding by all regulations for residential piers on Pensacola Beach Also obtaining permits from all local State and Federal agencies

Recommendation

Staff recommends approval of the request by Mark A and Michelle G Hardy-Approval of a Pier Amendment to Residential Lease Agreement for 1577 Bulevar Menor (Lot 3A Block 8 Santa Rosa Villas) as presented

PIER AMENDMENT TO LEASE AGREEMENT

THIS PIER AMENDMENT is hereby incorporated into and made part of that certain lease agreement previously entered into between the Santa Rosa Island Authority as an agency of Escambia County Florida herein the Lessor or the SRIA) and Edie P Drogaris whose lease agreement is dated July 13 1976 and recorded on June 28 1979 on OR Book 1344 at Page 623 Subsequently Amended and Restated by David P and Joyce Kelley on January 14 1994 herein the (herein the Lease Agreement)

WHEREAS Lessee is the present owners Mark A Hardy and Michelle G Hardy husband and wife the Assignees of the Lease as evidenced by that certain Assignment of Lease dated March 31 2015 recorded in OR Book 7326 Page 853-856 of the Public Records of Escambia County Florida herein the (Assignment of Lease Agreement)

In consideration of the SRIAs agreement to process the undersigned owners application for a permit to construct a pier from 1577 Bulevar Menor Lot 3A Block 8 Santa Rosa Villas Pensacola Beach FL per the final plans for the pier as permitted by the SRIA the undersigned hereby covenants and agrees to the following

(1) In this amendment the use of the singular shall include the plural the use of the masculine shall include the feminine and the use of the masculine shall also include an owner that is a corporation or partnership

(2) The undersigned owner (herein the Owner) covenants and warrants that he is the present owner of the lease agreement and the leasehold estate created by the lease agreement

(3) The owner agrees that he shall be responsible to the SRIA for insuring that the pier is constructed in accordance with pier construction requirements of the SRIA and in accordance with the drawings and specifications that are approved by the SRIA

(4) The owner covenants and agrees for himself and for his successors and assigns that the pier once constructed shall be maintained in accordance with the pier maintenance requirements of the SRIA which shall include but not be limited to the following

(a) No fuel facilities shall be permitted on the pier b) The dumping of garbage and the pumping of bilges from or around the pier shall be

prohibited A bold printed sign prohibited such activity shall be maintained on the pier

(c) Appropriate walkway steps with handrails shall be maintained so as to provide a means by which a person walking the beach can cross the pier in an easy and safe manner

(d) The pier must be maintained in such manner as necessary to inhibit deterioration (e) The pier must not be operated as a revenue generating slip

(5) The owner and his successors and assigns shall continuously maintain public liability insurance coverage of not less than $25000000 for single family lots naming the SRIA as a certificate holder and designed to absolve and indemnify the owner successor and assigns and the Santa Rosa Island Authority from all claims for injuries or damages suffered by any person on or about the pier An executed Pier Amendment to Lease Agreement and the certificate of liability insurance showing the SRIA as a certificate holder shall be provided to the SRIA at the time the owner applies for a pier permit and the certificate of liability insurance showing the SRIA as a certificate holder shall be provided to the SRIA by the owner successors or assigns on an annual basis thereafter beginning the date the permit is issued

(6) In the event that a condominium is constructed on the leasehold estate the then Condominium Owners Association shall be considered to be the assignee of the owners responsibilities pursuant to this Amendment and shall be considered as the responsible party for insuring compliance with this Amendment and for receiving notice of any non-compliance

(7) The SRIA shall have the right to make reasonable inspections of the pier and shall have the right to require written proof of compliance with the liability insurance requirements In the event that the SRIA in good faith determines that the Owner or his successor or assign is not in compliance with this Amendment then it shall give the Owner or his successor or assign as the case may be written notice of the non-compliance and a 60 day time period in which to remedy the non-compliance The written notice shall be in the same form as specified in the Lease Agreement for notices In the event that the non-compliance is not cured within the 60 day time period then the SRIA at its option shall have the right to contract with a third party to either remedy the non-compliance or to remove the pier and to back-charge the Owner or the Condominium Owners Association in the case of a Condominium to reimburse the SRIA for its contract costs with interest at the statutory rate within 60 days from the date of its bill shall constitute a default under the Lease Agreement The SRIA shall then have the right to proceed with the remedies provided for in the Lease Agreement in the event of a default

(8) It is expressly declared to be the intent of the parties that the responsibilities of the undersigned Owner under this Agreement are transferable and assumable

(9) It is expressly agreed that this Amendment shall be recorded in the public records of Escambia County Florida and shall encumber the leasehold estate created by the Lease Agreement

Dated this ___ day of __________ ~ 20 __

ATTEST SANTA ROSA ISLAND AUTHORITY

Secretary Chairman

WITNESSES AS TO SANTA ROSA ISLAND AUTHORITY

(Type Print Name of Witness) (Type Print Name of Witness)

STATE OF FLORIDA COUNTY OF ESCAMBIA

Before me the undersigned Notary Public personally appeared ________ and __________ who are personally known to me and known to be the Chairman and Secretary respectively of the Santa Rosa Island Authority and acknowledged that they executed the foregoing instrument for and in the name of said Authority as its Chairman and Secretary and caused its seal to be thereto affixed pursuant to due and legal action of said Authority authorizing them to do so They did (did not) take an oath

GIVEN under my hand and official seal this ___ day of ________ ~ 20 __

NOTARY PUBLIC My commission expires

Continued on next page

LESSEE SECTION BELOW

Mark A Hardy

LESSEE SIGNATURE

CPpampitdJtiy i

Michelle G Hardy

STATE OF FlybullS COUNTY OF ~ 3ltW_klt

The foregoing instrument was acknowledges before me this I~day of S - 20 () by ~lpound-vltJt and -----bull~sb==l-t_---G~Cl-l~~-d~ty__ who produced hl-6 LLLltL6ltL as identification

ArdytM E HA~s NOTARY PUBLIC

~STATE Or FLORIDA

My Commission Expires middotj9 1ciwii- Comm OG182411 Expires Z8202l

Prepared by Melody Bolster Forte Santa Rosa Island Authority PO Box 1208 Pensacola Beach Florida 32561

Request by Tyler S and Stephen P Moore - Approval and execution of an Amendment to Single - Family Residential Lease Agreement Construction below the Base Flood Elevation for a new SFR construction project located at 310 Via de Luna (Lot 6 Block 10 Villa Primera) (Staff report by Paolo Ghio)

Background

Plans have been submitted for the construction of a new SFR Structure for the Moores and the Amendment is a required part of the approval process for all new construction and substantial improvements to existing structures on Pensacola Beach

The document is a supplement to the Master Lease whereby the leaseholder agrees to build to current conforming codes and regulations as well as abiding by regulations for the area below the base flood elevation (storage parking and access)

Recommendation

Staff recommends approval of the request by Tyler S and Stephen P Moore -Approval and execution of an Amendment to Single - Family Residential Lease Agreement Construction below the Base Flood Elevation for a new SFR construction project located at 310 Via de Luna (Lot 6 Block 10 Villa Primera) as presented

WITNESS AS TO LESSEE(S) LESSEE SIGNATURE

~~middotBG middot1~ c)1w~(Signature of 1st Witness) Tyler ~oZre

by_ ~-Uo10 (TypePrint Name of 1st Witness)

~JD-gt ~ ~l__ (Signature of 2nd Witness) Stepen P Moor~

ltDrmiddoteo-P~~bh (TypePrint Name of2 nd Witness)

STATE OF AISS[Urll COUNTYOF ~

--r The foregoing instrument was acknowledged before me this ICf day of

~Jfu _ ___IV---co-Y-L-----~---- 202Q_ by ---1--f1microlf__v_ and 9((7cfnPImvpound who produced iL igtL-A(oOO-xlismiddot 1[QLjt5 as identification ItstL ZOJ-o-7middotTo

NOTARY PUBLIC My Commission Expires

ERICA DEES NotaYPublic- Notary_Seal

STATE OF MISSOURI StoneCounY

My Commission Expins Aug28 2021 Commission 13401934

Development amp Leasing Committee July 22 2020 Item B-1

Request by Michael J and Debra T Foley- 1215 Ariola Drive - to renew their residential lease for an additional 99 year period (Staff report by Robbie Schrock)

Background

This lease is dated January 7 1957 It expires on January 6 2056 leaving 36 years on the current lease The renewal would be on like covenants provisions and conditions as are in the current lease with an option for further renewals The renewal would start at the end of the current term

Recommendation

Staff recommends approval of the request by Michael J and Debra T Foley - 1215 Ariola Drive - to renew their residential lease for an additional 99 year period on like covenants provisions and conditions as are in the current lease with an option for further renewals

This Instrument Prepared by Kerry Anne Schultz Fountain Schultz and Bridgford PLLC 2045 Fountain Professional Ct Ste A Navarre Florida 32566 (850) 939-3535

AMENDMENT IEASETO RESIDENTIAi

TIDS AMENDMENT TO RESIDENTIAL LEASE is entered into by and between SANTA ROSA ISLAND AUTHORITY (hereinafter Authority) and MICHAEL J FOLEY AND DEBRA T FOLEY as husband and wife (hereinafter Lessee)

RECITAL

WHEREAS Authority and John R Kochan and Marylinne Kochan and Charles De Novo and Agnes De Novo original lessee entered into that certain Residential Lease on January 7 1957 (the Lease which term shall include and refer to all subsequent amendments and assignments) which Lease was recorded in Official Records Book 345 at page 767 of the public records of Escambia County Florida for the following-described premises

Lots 15 and 16 Block 45 in Residential Subdivision Villa Segunda on Santa Rosa Island in Escambia County according to Plat recorded in Plat Book 3 at Page 80 of the public records of Said CountyFlorida

WHEREAS the Lease was ultimately assigned to and assumed by Lessee under that certain Assignment of Leasehold Interest dated June 4 2002 and recorded in Official Records Book 4919 at page 0718 of the public records of Escambia County Florida and

WHEREAS the initial term of the Lease is for a period of ninety-nine (99) years dating from January 7 1957 (the Initial Lease Term) and

WHEREAS the Lessee pursuant to paragraph Fourteen (14) of the Lease has provided the Authority with written notice of its election to renew the term of the Lease and the Lease will renew for an additional ninety-nine (99) year term on the like covenants provisions and conditions as are in the Lease including an option for further renewals upon the expiration of the Initial Lease Term and

WHEREAS on August 12 2020 the Authority renewed the Lease for another ninetyshynine (99) year term under like covenants provisions and conditions as are in the Lease including an option for further renewals

NOW THEREFORE in consideration of the mutual covenants herein contained and other good and valuable consideration the receipt and sufficiency of which is herein acknowledged the parties do hereby agree and acknowledge as follows

1 The recitals contained in the Recital of this Amendment to Residential Lease are declared to be true and correct and are incorporated into this Amendment to Residential Lease

2 The Lease is hereby amended as follows

The Lease will renew for an additional ninety nine (99) year term upon the expiration of the Initial Lease Term beginning January 7 2056 or as sooner terminated as provided in the Lease

3 In all other respects the Lease as amended shall remain umnodified or amended including an option for further renewals except as set forth herein

4 This Amendment to Residential Lease shall be effective as of the date the last party hereto executes

AUTHORITY

By _________ _

Brigette Brooks Chairperson

ATTEST

Jerry Watson SecretaryTreasurer

Dated this the ___ day of 2020

WITNESSES AS TO SANTA ROSA fSLAND AUTHORITY

Witness Print Name~ _________ _

Witness PrintName ________ _

The foregoing instrument was acknowledged before me on this ___ day of ____ ~ 2020 by Brigette Brooks Chairman and Jerry Watson Secretary Treasurer of the Santa Rosa Island Authority who are personally known to me for and on behalf of said Authority

Notary Public State of Florida

LESSEE

MICHAEL J FOLEY DEBRA T FOLEY

Dated thisday the___ day of _____ ~ 2020

WITNESSES AS TO LESSEE

Witness Print Naine ____________ _

Witness Print Name ______________ _

The foregoing instrument was acknowledged before me by means of______physical presence or __ online notarization this __ -day of ___ 2020 by Michael J Foley and Debra T Foley who are X personally known to me and has not taken m oath

REVISED - JUNE 1914

ii SANTA ROSA ISLAND AUTHORITY

THIS LEASE AGREEMENT entered into by and between Santa Rosa Island Authority herein cdled

Authority as an agency of Escambia County Florida and Jobtt-f4-amp MarylirU19 lw-chan---------

----llJl_Cha ee De IIJovoamp ____________AgnefLDB---No_ ~---

address -40J2___N_ __lll __-------------~ __Marmor_a-Chi11ampg0---3-l__ herefl called lessee whether singular or plural

WITNESSETH ( 1) The Authority does hereby grant demise and lease to the lessee in consideration o the rents and

covenants herein reserved and contained certain property oh Santa Rosa Island in Escambia County Florida described as follows

Lots 15 amp 16 Block 45 in Residential Subdivision

_1tlla Segundabull on Santa Rosa Island in lilseambia

County according to Plat recorded in Plat Book

3 at Page 80 of-Said County State of Florida

To have and to hold the said premises middotunto the lessee for and during the ftU term and period o~ __ 9_9___ _

years from the __ J~ __day of _ _jfmtt1J1_r 1957- or untilmiddot sooner terminated as

herein provided _ middot_ Jl) Lessee covenants and agrees to pay a_nd the Authority hereby reserves an annual rental of

$~tL00 -- payable annualiy in advance receipt of the first years rental being hereby acknowledged

(3) The above described property is foased to lessee as residential property for the purpose o constructshying and maintaining a beach home or seasonal or permanent residence thereon Lessee covetiants and agrees at his own cost and expense to erect and complete a dwelling house on said property according to and in conformshyity with plans to be approved by the Authority Visible commencement of construction shall begin not later than 18 months from date and said building shall be completed not later than 24-months from date unless the times so fixed are extended for good cause by the Attthority

(4) Title to any building or other improvements of a permanent character that shall be erected or placed upon the demised premises by the lessee shall forthwith vest in said Escambia County subject however to the term of years and option to renew granted to lessee by the terms of this lease In event lessee shall not commence or complete the building or buildings herein required to be constructed within the times provided and if th11 Authority shall give lessee written notice to forthwith commence or complete the same by a date specified in such notice -which middotshall be at least sixty ( 60) days from the date of the giving of such notice and if the lessef shall fail to commence or complete said building Or buildirigs on or prior to the date so specified then and thereshyupon the terms of this lease shall ccas~ on the ltJate spelt_ified in said notice in the same rrimmer and with the same effect as if that were middotthe expiration of the original term of this lease without option or right to renew the same

(5) In event of damage to or destruction of any building herein required to be constructed on the deshymised premises by fire windstorm water or any other cause whatsoever lessee shall at middothis middotown cost within a reasonable time repair or rebuild such building so as to place the same in as good and tenantable condition as it was before the event causing such damage or destruction and failure to do so shall constitute a breach of this lease

(6) This lease and the demised premises are expressly subject to and bound by the covenants and reshystrictfons applicable to property on the said Island dated February 10 1949 and recorded in Deed Book 294 at Page 303 of the records of said county and the said covenants and restrictions are all made a part hereof as if folly set fotmiddotth herein

(7) The lessee if r~uire4 by the Authority shall exclusively use at such reasonable rates or charges as may be fixed or approved by the Authority from time to time such public utilities and public selvices relating to health and sanitation as shall be made available from time to time by the Authority or by others under agree~ ment with or license Or permit from the Authority including without limitation the following Electricity gas water telephone and telegraph sewerage and garbage coilection or disposal The reasonableness of rates fixed by the Authority shall aways be subject to judicial teview

(8) Lessee further covenants and agrees as follows

(a) Not to use 01middot occupy the demised premises for any purpose or business other than herein specified nor permit the same or any part thereof to be used or occupied for any purpose or business othe1middot than hereshyin specified without the prior wtitten consent of the Authority

(b) Not to knowingly permit or suffer any nuisances or illegal operations or course of conduct of any kind on the demised premises

(9) The Authority further covenants and agrees that if the lessee shall pay the rent as herein provided and shall keep observe and perform all of the other covenants of this lease to be kept observed and per-formed by the lessee the lessee s4all peaceably and quiclty have hold and enjoy the said premises for the term aforesaid

(10) In case any portion of the rental remains unpaid for the space of thirty (30) days after the time of payment herein fixed or in case the lessee shall defattlt in the performance of or breach any of the other covshyenants cotiditions terms and provisions of this lease and shall continue in such non-payment default or breach after thirty (30) days notice in writing from the Authority then the Authority in any such event tnay decl~re this lease terminated and may take possessiori of the demised premises and all the improvements thereon and this lease shall be at an end in the same manner and with the same effect as if the original term of the lease had expired without any option or right to renew the same

(11) Upon the expiration or sooner termination of this lease lessee sha11 be allowed a period of fifteen middot15) days in which to remove all of his personal ptope1middotly including such furnishings and fixtures installed by tl~e lessee as may be removed without injury to the land and improvements and Jessee shall surrender posses~ sion omiddotf the land and improvements in as goop state and condition as r~asonable use and wear will permit

(12) No failure or successive failures on the part of the Authority to enforce any covenant or agreement or no waiver or successive waivers on itsmiddot part of middotany condition agreement covenant or provision herein shall operate as a discharge thereof or render the same iuvalid or impair the right of the Authority to enforce the same in event of any subsequent breach or breaches The acceptance of rent by the Authority shall not be deemed a waiver by ~of any ear1ier breach by the leSsee except as to such covenants and conditions as may relate to the rent so accepted middot

(13) This lease may be assigned mortgaged pledged or transferred Each anltl all of the provisions agreements covenants and conditions of this lease shall extend to and shall bind and be obligatory upon or inure to the benefit of the su~cessors personal representatives heirs and assigns of the pacentesmiddot So long as a mortgagee keeps on file with the Authority a proper address notice of any default by the lesSee will be sent to the mortgagee at said addtmiddotess at the saitle time notice of default is sent to the lessee and this l~se may not be te1minated for such default until sixty (60) days after notice thereof has been received by such mortgagee dttring which period either the mortgagor or mortgagee may make gOOd the default

(14) In ev~nt lessee shall fttlly petform all the te1ms provisions and cortditions on his part to be pershyformed for the full term of th~ lease lessee shall have the right and privilege at his election to renew thiS lease for a further term o fiI years by giving the Authority written notice of such -election to renew not later than six 6) months prior to the expiration of the original term Such renew~ shall be on the like covenants provisions and conditions as are in this lease contained including an option for further renewals

IN WITNESS WHEREOF the Said Santa Rosa Island Authority has caused this instrument to be signed by-its Chairman attested by its Secretary and ihe seal o4traquo-Authority to be xed hereto and the said lessee has_ hereunto set his hand and seal i~ duplicate this--2~-ltlay of_______ _ 1 19~1

NnROSAS~Nw ~ ChaiTman

IW~ESSES(asto 1ess_J))

7SEAL)_ _ fL ____

Lessee

STATE OF FLORIDA ESCAMBIA COUNTY

Before me the undersigned Nota1-y Public personally appeared_~~- ~4 well known to me and known to me to be the Chairman of Santa Rosa Island Au ority and acknowledged that he executed the foregoing instrument for and in the name of said Authority as i s chairman and caused its seal to be thereto affixed pursuant to due and legal action of said Authority auth zing hiffi so to do

WITNESS my hand and official seal this ___ ~__ day oL ----ilt

My cotnn1issionexpirescmiddot--------shy

NotalY Pulgtllc Stote of Florida ot largeMy commission expires Dec 5 l 959~ Bondedby American SuretvmiddotCo of N V

Administrative Committee July 22 2020 Item C-1

Report on Financial Statements and Expenditures (Staff report by Vickie Johnson)

Background

The documentation of financial statements and expenditures are enclosed for your review

Recommendation

Staff recommends acceptance of the reports on financial statements and expenditures as presented

Santa Rosa Island Authority STATEMENT OF INCOME REVENUES AND EXPENSES

For the Eight Months Ending May 31 2020

Actual Current Period

Budget Variance Var Actual Year-To-Data

Budge Variance Var

INCOME REVENUES $38591510 $33580000 $5011510 149 $227793535 $224782200 $3031335 13

EXPENSES

Administrative $4400146 $4541500 ($141354) -31 $31707498 $32249500 ($542002) -17 Flnanoe $3938210 $4208800 ($270590) -64 $28194230 $30363700 ($2189470) -71 En~ironmental amp Developmental Svc $6242178 $6479800 ($237622) -37 $52077355 $53624300 ($1546945) -29 Human Resources and Marketing $3855922 $3918400 ($60478) -15 $29266839 $30076700 $809861) -27 Putilic Works $6036 $000 $6038 00 $473341 $000 $473341 00

TOTAL $18444494 $19146600 ($702006) -37 $141719263 $146314200 ($4594937) -31

OTHER EXPENSES

Beach Nourishment Datil $10707988 $10707988 $000 00 $74955918 $74955918 $000 00 Cap~al $000 $000 $000 00 $1247268 $1247400 ($132) 00 Infrastructure $5040000 $5040000 $000 00 $5040000 $5040000 $000 00

TOTAL $16747988 $16747988 $000 00 $81243184 $81243316 ($132) 00

Santa Rosa Island Authority STATEMENTOF INCOME REVENUES AND EXPENSES

Prior Year Variance Var Aclual Year-To-Date

Prior Year Variance Var

INCOME REVENUES $38591510 $43565984 ($4974474) -114 $227793535 $258044640 ($30251105) -117

EXPENSES

Admlnls1ratlva $4400146 $4099308 $300838 73 $31707498 $25481487 $8226031 244 Finance $39313210 $31342990 95220 25 $28194230 $33793981 ($5599751) -186 Environmentalamp Developmental Svc $8242178 $5712941 529237 93 $52077355 $37044503 $15032852 406 Human Resources and Marketing $3855922 $71118008 (3342088) -464 $29266839 $41013722 ($11746883) -286 Public Works $8038 $000 $473341 $30000 $443341 14778

TOTAL $18444494 $20863247 ($2408753) -116 $141719263 $137363673 $4355590 32

Santa Rosa Island Authority SUMMARY OF ALL UNITS

For the Eight Months Ending Mey 31 2020

Current Period Year-To-Dale Actual Budget Varianoo Var Actual Budget Varianoo Var

INCOME REVENUES Residential Lease Fees $4392988 $4300000 $92988 22 $82442479 $79627300 $2815179 35 Room Renlal $6393158 $6600000 ($206842) -31 $32547434 $36350000 $3802566) -105 Retail $9128515 $7130000 $1998515 280 $31580548 $31619000 ($38452) -01 Food Alcohol Bitar and Wine convenlenoo Stores

$7231971 $4302488

$723121

$6550000 $4450000

$650000

$681971 $147512)

$73121

104 -33 112

$32735900 $19576513 $3445087

$34200000 $22700000

$3200000

($1464100) ($3123487)

$245087

bull43 -138

77 Servioos $2054034 $1200000 $654034 712 $6075674 $3700000 $2375674 642 Roal Estate $192625 $650000 ($657375) -773 $1239408 $2290000 ($1050592) -459 Miscellaneous Fees $458547 $350000 $108547 310 $3059730 $2075900 $983630 474 Advance Leasa Fees $3510586 $1500000 $2010586 1340 $12654891 $9000000 $3654891 406 Interest $203497 $000 $203497 00 $2435871 $000 $2435871 00

TOTAL INCOME REVENUES $38691610 $33680000 $5011610 149 $227793535 $224762200 $3031335 13

SUMMARY OF INCOME REVENUES Residential Lease Fees 4392966 4300000 92966 22 62442479 79627300 2615179 35 Commercial Lease Fees Interest

33995045 203497

29280000 000

4715045 203497

111 00

142915185 2435671

145134900 000

2219715) 2435871

-15 00

INCOME REVENUE SUMMARY 38591610 33680000 $5011610 149 227793536 224762200 $3031335 13

Santa Rosa Island Authority 7132020

Administrative Schedule of Expenses YTD

Current Period Year-To-Date Actual Budget Variance Var Actual Budget Variance Var

PCRSONNEL Regular Salailes $2150084 $2150500 Social Security 127042 166900 Retirement 185038 286100 Insurance Contribution 426418 416600 Workers Compensation 5371 5600 Medicare 29710 39300 Misc Personnel Benefits 1874

($436) 00 $12644116 $12601300 (41658) -246 739606 942300

(103062) -356 1065521 1546500 9618 24 3494276 3332800 (229) -41 42968 44200

(9590) -244 173010 218900 1874 00 20109

$42616 03 (202492) -215 (480979) -296 161476 46

1232) -28 (45B90) -210 20109 00

TOTAL $2925517 $3069000 $143483) -47 $18199808 $18686000 ($486192) -26

OPERATIONS AND MAINTENANCE Conlfact Service 59773 60000 Board Members Expense 340000 340000 AHorney Retainer 80000 60000 Legal amp Other Professional Fees 791142 791500 Legal Support Expenses Engineer Retainer 40000 40000 Architect Retainer 20000 20000 Travel and Training Telephone 36430 36500 WaterWastewater amp Solid Wasle 80319 80500 Insurance Miscellaneous Postage 3115 Office Supcplles Membership Fees Printing 23850 24000

(227) -04 611702 627000 00 27200IHJ 2720000 00 400000 400000

(356) 00 4915880 4952500 00 41088 28900 00 260000 320000 00 160000 160000 00 46342 48600

(070) -02 325524 3259IHJ (181) -02 642552 611500

00 2405524 2407700 00 150000 150000

3115 00 196100 194000 00 125106 126400 00 117500 120000

(150) -06 366372 369000

(15298) bull24 00 00

(36620) -07 1218B 422

(40000) -125 00

(2258) middot46 (376) bull01

31052 51 (2176) -01

00 4100 21

3294) -26 (2500) bull21 626) -02

TOTAL $1474629 $1472500 $2129 01 $13507690 $13563500 ($55610) -04

GRAND TOTAL $4400146

== $4541500 ($141354)

-31 $31707496

============ $32249500

($542002)

Santa Rosa Island Authority 71132020 Finance

Schedule of Expenses YTD For the Eight Months Ending May 31 2020

Actual currant Period

Blldget Variance Var Actual Year-To-Date

Budget Variance Var

PERSONNEL RGJularSalaries Social Security Retlramant Insurance ContrHgtUtion Workers Compensation Medicare Misc Personnel Benems

$2814197 168625 236670 255463

6405 39014

$2815000 214000 288700 413600

6600 48700

($803) (47175) (52030)

(158137) (195)

(9686) 1976

00 -220 -180 -382

-30 -199

$18397157 966747

1376137 2121763

51240 226098

$16473000 1289800 1735900 3095200

52800 294800

($75843) (323053) (359763) (973437)

(1560) (68702) 20538

-05 -250 -207 -314

-30 -233

TOTAL $3520660 $3786600 ($266060) -70 $21196344 $22977500 ($1782166) -78

OPERATIONS AND MAINTENANCE Contract service Board Members Expense Attorney Retainer Lag al amp other Professional Faas Legal Supporl Expenses Engineer Retainer Architect Retainer Travel and Training Telephone WaterWastawateramp Sol Id Waste Insurance Miscellaneous Postage Office Supplies Membership Fees Printing

170673

(3600) 94721

170800

(3600) (279)

-01 00 00 00 00 00 00 00

-03 00 00 00 00

-03 00 00

1225221

245078

159019 512066

1377900

237000

392100 514BOO

(1S2679)

(233081) (2734)

-111 00 00 00 00 00 00 00 34 00 00 00

-594 -05 00

TOTAL $417680 $422200 ($4540) -11 $6998886 $7366200 ($387314) -52

GRAND TOTAL $3938210 $4206600 ($270590) -64 $2B1 94230 $30363700 ($2169470) -71 ===================================== =====================================================================

Santa Rosa Island Authority 71132020 Environmental And Developmental Svc

Currn11I Period Year-To-Date Aatual Budget Variance Var Actual Budget Variance Var

PERSONNEL Regular Salaries $2254296 $2255000 Social Security 138701 175500 Retirement 414671 459200 Insurance Conlributlon 141936 290900 Workers Compensation 4119 4100 Medicare 32437 39700 Misc Personnel Bemiflts 1803

$704) 00 $13084777 $13100500 (36799) -210 770094 1036500 44529) -97 2453458 2694400

(148964) -512 1160139 2236300 019 05 32952 32800

(7263) -183 162344 231900 1803 00 5016

($15723) -01 (258608) -249 (240942) -89

(1056161) -472 152 05

(49556) -214 5016 00

TOTAL $2967963 $3224400 ($238437) -73 $17716382 $19334400 ($1616018) -84

OPERATIONS AND MAINTENANCE Conlrect Service 541635 542000 Board Members Expense Attorney Retainer Legal amp Olher Professional Fees Legal Support Expenses Engineer Retainer Arolilteat Retainer Travel and Training Telephone 23257 23300 WaterWastewaler amp Solid Waste Insurance Miscellaneous Postage 485 500 omoa supplies 31797 31800 Membership Fees Prlntlng

(365) -01 9492850 9493000 00 00 00 00 00 00 00 61276 63600

(043) -02 172653 178100 00 00 00 14495 14600

015) -30 5840 4500 (003) 00 11S604 103600

00 316500 316500 00

(150) 00 00 00 00 00 00 00

(2324) -37 (5447) -31

(105) -07 1340 296

13004 126 00 00

TOTAL $3254215 $3255400 ($1165) 00 $34358973 $34289900 $69073 02

GRAND TOTAL $6242178 $6479B00 $237622) -37 $52077355 ============== ============== ============== ============== ==========

$53624300 =============

($1546945) =

-29 =============

Santa Rosa Island Authority Human Resources and Marketing

71312020

Current Period Year-To-Date Actual Budget Variance Var Actual Budget Veriance Var

PERSONNEL Regular Salaries Social Security Retlremenl Insurance Contrlbullon Workers Compensation Medicare Misc Personnel Benefits

$500376 31023 42381

396 1041 7254 1745

$500400 30000 35000 70000

1000 7500

$024) 1023 7381

(69604) 041

(246) 1745

211 -994

41 -33 00

$2834980 175767 240118

3168 8326

41100 2285

$2920000 160000 226000 560000

7800 4B600

($85020) (4233) 1411B

(556832) 526

(7500) 2285

-29 -24 62

-1194 66

-154 00

TOTAL $1139216 $1198900 $89684) -00 $8888746 $6832400 ($8436641 -99

OPERATIONS AND MAINTENANCE Conlract Service 68836 69000 (154) -02 470304 494000 23696) -48 Board Membera Expense 00 00 AHomey Retainer 00 00 Legal amp other Professional Fees 00 00 Legal Support Expenses 00 00 Engineer Retainer 00 00 Architect Retainer 00 00 Tra~el and Training 00 00 Telephcne 13937 14000 (063) -04 132018 131800 218 02 WaterWastewateramp Solid Waste 00 00 Insurance 00 00 Miscellaneous 00 100000 100000 00 Postage 00 00 omce supplies 00 26788 10800 15988 1480 Membership Fees 4000 4000 00 4000 4000 00 Prlntln[I 00 00

TOTAL $2716706 $2717500 ($794) 00 $23527398 $23693900 ($166502) -07

GRAND TOTAL $3655922 $3916400 ($60478) -15 $29416144 $30226300 ($810156) -27 ============= =====~ ============= ============= ==== ============ ===========--= -===========

Check History Report Sorted By Check Number Activity From 512020 to 5312020

SANTA ROSA ISLAND AUTHORITY (SRI)

Bank Code A COASTAL BANK amp TRUST

Check Check Vendor Number Date Number Name Check Amount Check Type

049192 512020 BROOKSB BRIGETTE GRAY BROOKS 65000 Auto

049193 512020 CALLAHA ELIZABETH CALLAHAN 55000 Auto 049194 512020 CARDSER CARD SERVICES 77823 Auto

049195 512020 COMPUTE ANTLER INC 164870 Auto 049196 512020 ESC BCC ESCAMBIA COUNTY BOCC 10707988 Auto 049197 512020 ESCCOUN ESCAMBIA COUNTY 16936 Auto 049198 512020 ESCCOUN ESCAMBIA COUNTY 1716667 Auto

049199 512020 JOHNTIC JOHN TICE ARCHITECT 20000 Auto 049200 512020 PBCHAMB PENSACOLA BEACH CHAMBER OF COM 625000 Auto

049201 512020 PETERSG GARY DEAN PETERS JR 55000 Auto 049201 512020 PETERSG GARY DEAN PETERS JR 55000- Reversal

049202 512020 SNDELK KAREN SINDEL 55000 Auto

049203 512020 THOMASC THOMAS A CAMPANELLA 55000 Auto

049204 512020 WATSON JEROME E WATSON 55000 Auto

049205 572020 AIRWARE AIRWARE INC 21652 Auto

049206 572020 GULFPOW GULF POWER COMPANY 119865 Auto

049207 572020 REDWIRE REDWIRE 8698 Auto

049208 572020 SONITRO SONITROL 11522 Auto

049209 572020 WARREN WARREN AVERETT TECH GROUP 40000 Auto

049210 582020 CRABS CRABS 10000 Auto

049211 582020 ESCBCC ESCAMBIA COUNTY BOCC 5040000 Auto

049212 582020 GUESSAD ADAM GUESS 5000 Auto

049213 582020 JOHNCHI JOHNNY CHISHOLM 10000 Auto

049214 582020 KMSBUSI KMS COMMUNICATIONS 23240 Auto

049215 582020 MARTIN BEN MARTIN 5000 Auto

049216 582020 MOMENTU MOMENTUM CHURCH 5000 Auto

049217 582020 PARABAR PARADISE BEACH HOMES 10000 Auto

049218 582020 REDFISH RED FISH BLUE FISH 10000 Auto

049219 5112020 PETERSG GARY DEAN PETERS JR 55000 Auto

049220 5122020 CRIPEDA DAVID CRIPE 36000 Auto

049221 5122020 HEINOJO JOSEPH MATTHEW HEINO 18000 Auto

049222 5122020 RIVKINS SCOTT JAMES RIVKIN 24000 Auto

049223 5122020 STIMMEL KEVIN P STIMMELL 42000 Auto

049223 5122020 STIMMEL KEVIN P STIMMELL 42000- Reversal

049224 5122020 WILSONA ADAM WILSON 18000 Auto

049225 5122020 BASKERV BASKERVILLE DONOVAN INC 460500 Auto

049226 5122020 CPCTECH CPC OFFICE TECHNOLOGIES 112192 Auto

049227 5122020 ESCCO ESCAMBIA COUNTY-FLEX BENEFITS 33688 Auto

049228 5122020 ESCINS ESCAMBIA COUNTY SELF INSURANCE 965499 Auto

049229 5122020 ETPS ELECTRONIC TAX PAYMENT SYSTEM 641743 Auto

049230 5122020 HSABANK HS A BANK 22000 Auto

049231 5122020 MEDIACO MEDIACOM 38797 Auto

049232 5122020 NACO NATIONWIDE RETIREMENT SOLUTION 10000 Auto

049233 5122020 OFFICED OFFICE DEPOT CREDIT PLAN 28032 Auto

049234 5132020 COLONL COLONIAL LIFE amp ACCIDENT INS 2520 Auto

049235 5132020 EWBULLO E W BULLOCK ASSOCIATES INC 1526829 Auto

049236 5132020 FLDOR FLORIDA DEPARTMENT OF REVENUE 1074157 Auto

049237 5t132020 GULFPOW GULF POWER COMPANY 8038 Auto

049238 5132020 OREILLY OREILLY 20133 Auto

049239 5132020 VERIZON VERIZON 34357 Auto

049240 5152020 MICHSTE MICHAEL J STEBBINS PL 880623 Auto

049241 5182020 EXXONMO EXXON-MOBIL 3153 Auto

Run Date 7132020 106920AM Page 1

AP Date 7132020

049243 5182020 PBCHAMB 049244 5192020 DEPTENV

049245 5212020 CPCTECH

049246 5212020 EXTRASP

049247 5222020 ECUA

049248 5222020 MEDIACO

049249 5272020 BRIGHTE

049250 5272020 BROWND

049251 5272020 ECHELEC

049252 5272020 FAWCETT

049253 5272020 HEINOJO

049254 5272020 LLOYDGE

049255 5272020 RIVKINS

049256 5272020 ROBERTP

049257 5272020 SECORBR

049258 5272020 STIMMEL

049259 5272020 WILSONA

049260 5272020 FLRETIR

049261 5272020 NACO

049262 5272020 REDFISH

049263 5272020 ROGERSA

049264 5282020 BEARDEQ

049265 5282020 SONITRO

049266 5282020 STAPLES

049267 5282020 VOWELLS

PENSACOLA BEACH CHAMBER OF COM

DEPT ENVIRONMENTAL PROTECTION

CPC OFFICE TECHNOLOGIES

EXTRA SPACE STORAGE

MEDIACOM

EMILEE LAUREN STEVENS

DAVID WAYNE BROWN

CHRISTOPHER JOSEPH ECHELE

DRAKE THOMAS FAWCETT

JOSEPH MATTHEW HEINO

GEORGE DANIEL LLOYD

SCOTT JAMES RIVKIN

PATRICK M ROBERTS

BROC ANTHONY SECOR

KEVIN P STIMMELL

ADAM WILSON

FLORIDA DIVISION OF RETIREMENT

NATIONWIDE RETIREMENT SOLUTION

RED FISH BLUE FISH

ANTHONY ROGERS

BEARD EQUIPMENT

SONITROL

STAPLES ADVANTAGE

VOWELLS DOWNTOWN INC

302423 Auto

653171 Auto

23350 Auto

186218 Auto

98814 Auto

13995 Auto

15000 Auto

18000 Auto

30000 Auto

60000 Auto

72000 Auto

18000 Auto

34500 Auto

36000 Auto

24000 Auto

54000 Auto

54000- Reversal

55500 Auto

1109730 Auto

10000 Auto

18500 Auto

148500 Auto

11522 Aulo

85368 Auto

23850 Aulo

Bank A Total 28127475

AP Date 7132020

Bank Code F CB amp T Mitigation Grants

001247 5182020 JOHNSOO DUCKY JOHNSON HOUSE MOVERS 5054400 Auto 001248 51182020 WARDJEF JEFFREYS WARD amp ASSOC INC 200000 Auto

Bank F Total 5254400

Report Total 33381875

AfP Date 7132020

Santa Rosa Island Authority Status Report on all Capital and Infrastructure Projects

State Funded Projects As of May 31 2020

Capital Outlay

Budget

Amount Expenditures

Remaining YTD

Balance

Administration Leasing Administration Leasing

Computer -Admln

Office Equipment Total Admln Leasing Capital Outlay

$ $ $ $

2600 1600

$ $ 2500

$ 1494

$ 3994

Finance Accounting Software

Computer Equip

Office Equipment

Total Finance Capital Outlay

2000 9000

$ 3981

1019 2000

Environmental amp Developmental Services Office Furniture

Camera Computer Equipment

Total Envlronmental amp Devel Serv Capital Outlay

I I $ $

$ $ 2498

$ 2498

502 1602

Human Resources Office Equip

Computer Equipment

Total Human Resources

2600 $ 2000

$ 2000 $

Promotions amp Events Computer (Promotions)

Office Equipment Total Promotions amp Events

Total Capital Outlay

$ 20600 12473

$ $ 8027

Infrastructure Projects Avenida 19-23 Cut through Bahama Rock

Stabili_eAriola for Parking

Quletwater Beach Nourishment (Permits)

Beach Nourishment Gulf Permits Lafitte Cove Dredging

Visionamp Planning Total Infrastructure Projects

Total Capital amp Infrastructure

$ $ $ $

300000

200000

20000 50000

10000 646000

666500

$ 50400

$ $ 60400

$ 62873

300000

200000

20000 50000

10000 594600

602627

Grant Bond amp Miscellaneous Funded Projects Beach Restoration (Projected)

Total Grant amp Bond Funded Projects $ $

Total Capital amp Infrastructure I 665600 $ 62873 $ 602627 Total Grant amp Bond Funded Projects $ $ I Grand Totals $ 665600 $ 62873 $ 602627

Discussion to increase the annual lease fees as per the Consumer Price Index (CPI) Escalator Clause in certain leases (Staff report by Ms Robbie Schrock)

Background

The Board votes every five years to increase the annual lease fees of leases containing the CPI escalator clause In 2010 the Board voted to increase the CPI by ten percent (10) Then later that same year the Board rescinded the previous Board action (4-14-2010) and reduced the CPI increase to six point five percent (65) with no effective date In 2015 no action was taken to increase the CPI

Recommendation

The current CPI rate in use is twelve point six percent (126) The total cost of living has increased a total of seven point seven percent (77) in the last five years Staff recommends the implementation of a seven point seven percent (77) increase in the leases containing the CPI clause effective January 1 2021

MEMORANDUM

To Paolo Ghio Executive Director

From Robbie Schrock Administration amp Leasing Director

Date July 14 2020

Subject SRIA History of Cost of Living Increases based on Consumer Price Index (CPI)

All new leases since 1975 and some leases beginning in 1972 have a provision that allows the Santa Rosa

Island Authority to increase lease fees every five years by a vote of the Authority Board The increase

cannot be higher than the increase reported by the United States Department of Labor Consumer Price

Index for the time period from the last adjustment until the date the Board votes for another increase

An example of the language contained in a new lease is shown below

The Minimum Annual lease fee is subject to adjustment on a five (5) year basis as provided below The Minimum Annual lease fee is subject to adjustment to reflect changes in the cost of living if any in accordance with the Consumer Price Index (CPI all urban consumers 1973 equaling 100 as published by the Bureau of Labor Statistics and presently reported in the News United States Department of Labor Monthly report or any other United States government established cost of living index) such adjustment to be made every five (5) years but in no case shall the Minimum Annual lease Fee be less than the fee specified in Section I (C) above The first CPI adjustment will begin with the next adjustment period to go into effect on the

The first adjustment the Authority made to lease fees was voted on and approved in 1985 to begin in

1986 Between 1974 and 1985 the CPI as published by the Department of Labor increased 1013 In

1985 the Board voted to increase lease fees a total of thirty percent (30) over a five-year period

beginning with a six percent (6) increase each year for five years

In 1990 the Authority again voted to increase lease fees in 1991 The increase from 1986 until 1990

according to the CPI as published by the Department of Labor increased twenty-point eight percent

(208) The Board voted to increase lease fees by fourteen-point seventy three percent (1473) over

the next five years with a zero percent (0) increase in 1991 over the 1990 fee two percent (2)

increase in 1992 over the 1991 fee three percent (3) increase in 1993 over the 1992 fee four percent

(4) increase in 1994 over the 1993 fee and a five percent (5) increase in 1995 over the 1994 fee

In 1995 the Authority voted to increase lease fees beginning in 1996 The increase from 1991 to 1994

according to the CPI as published by the Department of Labor increased eleven-point one percent

(111) The Board voted to increase lease fees by ten point four percent (104) over the next five

years with a zero percent (0) increase in 1996 over the 1995 fee one percent increase (1) increase in

1997 over the 1996 two percent (2) increase in 1998 over the 1997 fee three percent (3) increase in

1999 over the 1998 fee and four percent (4) increase in 2000 over the 1999 fee

according to the CPI as published by the Department of Labor increased twelve-point three percent

(123) The Board voted to increase lease fees by twelve-point three percent (123) for the next five

according to the CPI as published by the Department of Labor increased twelve-point six percent

(126) The Board voted to increase lease fees by twelve-point six percent (126) for the next five

according to the CPI as published by the Department of Labor increased twelve-point eight percent

(128) The Board voted to increase lease fees by ten percent (10 ) for the next five years On August

11 2010 the Board voted to rescind the previous Board action (4-14-2010) and reduce the CPI

increase to six-point five percent (65) with no effective date In 2015 no action was taken to

increase the CPI

The Santa Rosa Island Authority Board has not implemented a CPI increase since 2005 The current CPI

rate in use is twelve-point six percent (126) Between 2005 and 2019 the CPI total percent change

increase as published by the Department of Labor was thirty-point five percent (305) The total CPI

increase from 2015 to 2019 was seven-point seven percent (77)

CPI Adjustment percentages are as follows

1985-90 1991 1992 1993 1994

1996 1997 1998 1999

2002 2003 2004

2006 2007 2008 2009

2011 2012 2012 2013 2014

2016 2017 2018 2019

6 each year calculated on the base year (30 total increase) no increase 2 calculated on the most recent year lease payment 3 4 5 no increase 1 2 3 4 123 (to cover all years through 2005-revenue restricted for beach restoration amp preservation) no increase no increase no increase no increase 126 no increase no increase no increase no increase no increase no increase no increase no increase no increase no increase no increase no increase no increase no increase

Historical Consumer Price Index for All Urban Consumers (CPI-U) US city average all items by month 1982-84~100 unless otherwise noted]

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

1913 98 98 98 98 97 98 99 99 100 100 101 100 1914 100 99 99 98 99 99 100 102 102 101 102 101

101 100 99 100 101 101 101 101 101 102 103 103 1~amp 104 104 105 106 107 108 108 109 111 113 115 116 1917 117 120 120 126 128 130 128 130 133 135 135 137 1918 140 141 140 142 145 147 151 154 157 160 163 165 1919 165 162 164 167 169 169 174 177 178 181 185 189

193 195 197 203 206 209 208 203 200 199 198 194 1921 190 184 183 181 177 176 177 177 175 175 174 173 1922 169 169 167 167 167 167 168 166 166 167 168 169 1923 168 168 168 169 169 170 172 171 172 173 173 173 1924 173 172 171 170 170 170 171 170 171 172 172 173

173 172 173 172 173 175 177 177 177 177 180 179 1926 179 179 178 179 178 177 175 174 175 176 177 177 1927 175 174 173 173 174 176 173 172 173 174 173 173 1928 173 171 171 171 172 171 171 171 173 172 172 171 1929 171 171 170 169 170 171 173 173 173 173 173 172

171 170 169 170 169 168 166 165 166 165 164 161 1931 159 157 156 155 153 151 151 151 150 149 147 146 1932 143 141 140 139 137 136 136 135 134 133 132 131 1933 129 127 126 126 126 127 131 132 132 132 132 132 1934 132 133 133 133 133 134 134 134 136 135 135 134

136 137 137 138 138 137 137 137 137 137 138 138 1936 138 138 137 137 137 138 139 140 140 140 140 140 1937 141 141 142 143 144 144 145 145 146 146 145 144 1938 142 141 141 142 141 141 141 141 141 140 140 140 1939 140 139 139 138 138 138 138 138 141 140 140 140

139 140 140 140 140 141 140 140 140 140 140 141 1941 141 141 142 143 144 147 147 149 151 153 154 155 1942 157 158 160 161 163 163 164 165 165 167 168 169 1943 169 169 172 174 175 175 174 173 174 174 174 174 1944 174 174 174 175 175 176 177 177 177 177 177 178

178 178 178 178 179 181 181 181 181 181 181 182 1946 182 181 183 184 185 187 198 202 204 208 213 215 1947 215 215 219 219 219 220 222 225 230 230 231 234 1948 237 235 234 238 239 241 244 245 245 244 242 241 1949 240 238 238 239 238 239 237 238 239 237 238 236

235 235 236 236 237 238 241 243 244 246 247 250 1951 254 257 258 258 259 259 259 259 261 262 264 265 1952 265 263 263 264 264 265 267 267 267 267 267 267 1953 266 265 266 266 267 268 268 269 269 270 269 269 1954 269 269 269 268 269 269 269 269 268 268 268 267

267 267 267 267 267 267 268 268 269 269 269 268 1956 268 268 268 269 270 272 274 273 274 275 275 276 1957 276 277 278 279 280 281 283 283 283 283 284 284 1958 286 286 288 289 289 289 290 289 289 289 290 289 1959 290 289 289 290 290 291 292 292 293 294 294 294

293 294 294 295 295 296 296 296 296 298 298 298 1961 298 298 298 298 298 298 300 299 300 300 300 300 1962 300 301 301 302 302 302 303 303 304 304 304 304 1963 304 304 305 305 305 306 307 307 307 308 308 309 1964 309 309 309 309 309 310 311 310 311 311 312 312

312 312 313 314 314 316 316 316 316 317 317 318 1966 318 320 321 323 323 324 325 327 327 329 329 329 1967 329 329 330 331 332 333 334 335 336 337 338 339 1968 341 342 343 344 345 347 349 350 351 353 354 355 1969 356 358 361 363 364 366 368 370 371 373 375 377

378 380 382 385 386 388 390 390 392 394 396 398

Historical Consumer Price Index for All Urban Consumers (CPI-U) US city average all items by month - Continued

[1982-84~100 unless otherwise noted]

1971 398 399 400 401 403 406 407 408 408 409 409 411 1972 411 413 414 415 416 417 419 420 421 423 424 425 1973 426 429 433 436 439 442 443 451 452 456 459 462 1974 466 472 478 480 486 490 494 500 506 511 515 519 1975 521 525 527 529 532 536 542 543 546 549 553 555 1976 556 558 559 561 565 568 571 574 576 579 580 582 1977 585 591 595 600 603 607 610 612 614 616 619 621 1978 625 629 634 639 645 652 657 660 665 671 674 677 1979 683 691 698 706 715 723 731 738 746 752 759 767 1980 778 789 801 810 818 827 827 833 840 848 855 863 1981 870 879 885 891 898 906 916 923 932 934 937 940 1982 943 946 945 949 958 970 975 977 979 982 980 976 1983 978 979 979 986 992 995 999 1002 1007 1010 1012 1013 1984 1019 1024 1026 1031 1034 1037 1041 1045 1050 1053 1053 1053 1985 1055 1060 1064 1069 1073 1076 1078 1080 1083 1087 1090 1093 1986 1096 1093 1088 1086 1089 1095 1095 1097 1102 1103 1104 1105 1987 1112 1116 1121 1127 1131 1135 1138 1144 1150 1153 1154 1154 1988 1160 1165 1171 1175 1180 1185 1190 1202 1203 12051157 1198 1989 1211 1216 1223 1231 1238 1241 1244 1246 1250 1256 1259 1261middotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddot 1990 1274 1280 1287 1289 1292 1299 1304 1316 1327 1335 1338 1338 1991 1346 1348 1350 1352 1356 1360 1366 1374 1379 1362 1372 1378 1992 1381 1386 1393 1395 1397 1402 1405 1409 1413 1418 1420 1419 1993 1426 1431 1436 1440 1442 1444 1444 1448 1451 1457 1458 1458 1994 1462 1467 1472 1474 1475 1480 1484 1490 1494 1495 1497 1497 1995 1503 1509 151 4 1519 1522 1525 1525 1529 1532 1537 1536 1535 1996 1544 1549 1557 1563 1566 1567 1570 1573 1578 1583 1586 1586 1997 1591 1596 1600 1602 1601 1603 1605 1608 1612 1616 1615 1613 1998 1616 1619 1622 1625 1628 1630 1632 1634 1636 1640 1640 1639 1999 1643 1645 1650 1662 1662 1662 1667 1671 1679 1682 1683 1683 2000 1688 1698 1712 1713 1715 1724 1728 1728 1737 1740 1741 1740 2001 1751 1758 1762 1769 1777 1780 1775 1775 1783 1777 1774 1767 2002 1771 1778 1788 1798 1798 1799 1801 1807 1810 1813 1813 1809 2003 1817 1831 1842 1838 1835 1837 1839 1846 1852 1850 1845 1843 2004 1852 1862 1874 1880 1891 1897 1894 1895 1899 1909 1910 1903 2005 1907 1918 1933 1946 1944 1945 1954 1964 1988 1992 1976 1968 2006 1983 1987 1998 2015 2025 2029 2035 2039 2029 2018 2015 2018 2007 202416 203499 205352 206686 207949 208352 208299 207917 208490 208936 210177 210036 2008 211080 211693 213528 214823 216632 218815 219964 219086 218783 216573 212425 210228 2009 211143 212193 212709 213240 213856 215693 215351 215834 215969 216177 216330 215949 2010 216687 216741 217631 218009 218178 217965 218011 218312 218439 218711 218803 219179 2011 220223 221309 223467 224906 225964 225722 225922 226545 226889 226421 226230 225672 2012 226665 227663 229392 230085 229815 229478 229104 230379 231407 231317 230221 229601 2013 230280 232166 232773 232531 232945 233504 233596 233877 234149 233546 233069 233049 2014 233916 234781 236293 237072 237900 238343 238250 237852 238031 237433 236151 234812 2015 233707 234722 236119 236599 237805 238638 238654 238316 237945 237838 237336 236525middotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddot 2016 236916 237111 238132 239261 240229 241018 240628 240849 241428 241729 241353 241432 2017 242839 243603 243801 244524 244733 244955 244786 245519 246819 246663 246669 246524 2018 247867 24899) 249554 250546 251588 251989 252006 252146 252439 252885 252038 251233

2019 251712 252776 254202 255548 256092 256143 256571 256558 256759 257346 257208 256974

2020 257971 258678 258115 256389 256394 257797

Historical Consumer Price Index for All Urban Consumers (CPlbullU) US city average all Items index averages r1982-84~100 unless otherwise notedl

Semiannual Percent change averages from previous AnnualYear avg1st 2nd AnnualDechalf I half I avg

1913 1914

1916 1917 1918 1919

1921 1922 1923 1924

1926 1927 1928 1929

1931 1932 1933 1934

1936 1937 1938 1939

1941 1942 1943 1944

1946 1947 1948 1949

1951 1952 1953 1954

1956 1957 1958 1959

1961 1962 1963 1964 1965 1966 1967

99 100 10 10 101 20 10 109 126 79 128 181 174 151 204 180 173 145 146 200 26 156 179 -108 -105 168 -23 -61 171 24 18 171 00 00 175 35 23 177 -11 11 174 -23 -17 171 -12 -17 171 06 00 167 -64 -23 152 -93 -90 137 -103 -99 130 08 -51 134 15 31 137 30 22 139 14 15 144 29 36 141 -28 -21 139 00 -14 140 07 07 147 99 50 163 90 109 173 30 61 176 23 17 180 22 23 195 181 83 223 88 144 241 30 81 238 -21 -12 241 59 13 260 60 79 265 08 19 267 07 08 269 -07 07 268 04 -04 272 30 15 281 29 33 289 18 28 291 17 07 296 14 17 299 07 10 302 13 10 306 16 13 310 10 13 315 19 16 324 35 29 334 30 31

Historical Consumer Price Index for All Urban Consumers (CPI-U) US city average all items Index averages - Continued

r1982-84=100 unless otherwise noted]

1968 middot middot 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996

1997 middotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddot 1998

1999 middotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddot 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009

2010 middotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddotmiddot 2011 2012 ~amp ~~

2016 2017 2018 2019 2020

Semiannual averages

1st 2nd half halfI

1029 1066 1091 1124 1168 1227 1287 1352 1392 1437 1472 1515 1558 1599 1623 1654 1708 1766 1789 1833 1876 1932 2006 205709 214429 213139 217535 223598 228850 232366 236384 236265 238778 244076 250089 254412 257557

1049 1085 1101 1149 1197 1253 1326 1372 1414 1453 1493 1532 1579 1612 1637 1678 1736 1775 1809 1846 1902 1974 2026 208976 216177 215935 218576 226280 230338 233548 237088 237769 241237 246163 252125 256903

Annual avg

348 367 388 405 418 444 493 538 569 606 652 726 824 909 965 996

1039 1076 1096 1136 1183 1240 1307 1362 1403 1445 1482 1524 1569 1605 1630 1666 1722 1771 1799 1840 1889 1953 2016 207342 215303 214537 218056 224939 229594 232957 236736 237017 240007 245120 251107 255657

Percent change from previous

AnnualDec I avg 47 42 62 55 56 57 33 44 34 32 87 62

123 110 69 91 49 58 67 65 90 76

133 113 125 135 89 103 38 62 38 32 39 43 38 36 11 19 44 36 44 41 46 48 61 54 31 42 29 30 27 30 27 26 25 28 33 30 17 23 16 16 27 22 34 34 16 28 24 16 19 23 33 27 34 34 25 32 41 28 01 38 27 -04 15 16 30 32 17 21 15 15 08 16 07 01 21 13 21 21 19 24 23 18

71412020 How to Use the Consumer Price Index for Escalation US Bureau of Labor Statistics

~ US BUREAU OF LABORSTATISTICS

search consumer Price _~ Consumer Price Index

Bureau of Labor Statisticsgt Consumer Price Indexgt Publicationsgt Factsheets

How to Use the Consumer Price Index for Escalation The Consumer Price Index (CPI) measures the average change in the prices paid for a market basket of goods and services These items are purchased for

consumption by the two groups covered by the index All Urban Consumers (CPI-U) and Urban Wage Earners and Clerical Workers (CPI-W)

Escalation agreements often use the CPI-the most widely used measure of price change-to adjust payments for changes in prices The most frequently used

escalation applicatrons are In private sector collective bargaining agreements rental contracts Insurance policies with automatic inflation protection and alimony

and child support payments

The following are general guidelines to consider when developing an escalation agreement using the CPI

Define the base payment

Define clearly the base payment (rent wage rate alimony child support or other value) that is subject to escalation

Identify which CPI series wlll be used

Identify precisely which CPI Index series will be used to escalate the base payment This should include the population coverage CPI-U or CPI-W) area coverage

(USCity Average West Region Chicago etc) series title (all items rent of primary residence etc) and index base period (1982-84=100)

Specify reference period Specify a reference period from which changes in the CPI will be measured This is usually a single month (the CPI does not correspond to a specific day or week of

the month) or an annual average There Is about a twoweek lag from the reference month to the date on which the index Is released (that is the CPI for May is

released in mid-June) The CPis for most metropolitan areas are not published as frequently as are the data for the US City Average and the four regions Indexes

for the US City Average the four regions nine divisions two city-size classes eight region-bysize classes and three major metropolitan areas (Chicago Los

Angeles and New York) are published monthly Indexes for the remaining 20 published metropolitan areas are available only on a bimonthly basis Contact BLS for

information on the frequency of publication for the 23 metropolitan areas

State frequency of adjustment

Adjustments are usually made at fixed intervals such as quarterly semiannually or most often annually

Determine adjustment formula

Determine the formula for the adjustment calculation Usually the change in payments is directly proportional to the percent change in the CPI index between two

specified periods Consider whether to make an allowance for a cap that places an upper limit on the increase in wages rents etc or a floor that promises a

minimum increase regardless of the percent change (up or down) in the CPI

Provide for revisions Provide a built-in method for handling situations that may arise because of major CPI revisions or changes in the CPI index base period The Bureau always provides

timely notification of upcoming revisions or changes in the index base

The CPI and escalation Some points to consider

The CPI Is calculated for two population groups All Urban Consumers (CPI-U) and Urban Wage Earners and Clerical Workers (CPI-W) The CPI-U represents about

93 percent of the total US population and is based on the expenditures of all families living In urban areas The CPIW is a subset of the CPIU and is based onthe

expenditures of families living in urban areas who meet additional requirements related to employment more than onehalf Of the familys income is earned from

clerical or hourly-wage occupations The CPIW represents about 29 percent of the total US population

There can be small differences in movement of the two indexes over short periods of time because differences in the spending habits of the two population groups

result in slightly different weighting The long-term movements in the indexes arestmilar CPIU and CPI-W indexes are calculated using measurement of price

changes of goods and services with the same specifications and from the same retall outlets The CPIW is used for escalation primarily in blue-collar cost-of-living

adjustments (COLAs) Because the CPI-LI population coverage is more comprehensive it is used in most other escalation agreements

The 23 metropolitan areas for which BLS publishes separate index series are byproducts of the US City Average index Metropolitan area Indexes have a relatively

small sample size and therefore are subject to substantially larger sampling errors Metropolitan area and other subcomponents of the national indexes (regions

size-classes)often exhibit greater volatility than the national index BLSrecommends that users adopt the USCity Average CPI for use in escalator clauses

The US City Average CPis are published on a seasonally adjusted basis as well as on an unadjusted basis The purpose of seasonal adjustment is to remove the

estimated effect of price changes that normally occur at the same time and in about the same magnitude every year (eg price movements due to the change In

weather patterns holidays model change-overs end-of-season sales etc) The primary use of seasonally adjusted data is for current economic analysls In

addition the factors that are used to seasonally adjust the data are updated annually and seasonally adjusted data are subject to revision for up to 5 years after

their original release For these reasons the use of seasonally adjusted data in escalation agreements is inappropriate

Escalation agreements using the CPI usually involve changing the base payment by the percent change in the level of the CPI between the reference period and a

subsequent period This Is calculated by first determining the index point change between the two periods and then determining the percent change The following

example illustrates the computation of a percent change

CPI for current period 232945

Less CPI for previous period 229815

Equals Index point change 3130

httpsltwwwblsgovlcpilfactsheetslescalationhlm 112

71142020 How to Use the Consumer Price Index for Escalation US Bureau of Labor Sletlsllcs

Divided by previous period CPI 229815

Equals 00136

Result multiplied by 100 00136x 100

Equals percent change 14

The Bureau of Labor Statistics neither encourages nor discourages the use of price adjustment measures in contractual agreements Also while BLS can provide

technical and statistical assistance to parties developing escalation agreements we can neither develop specific wording for contracts nor mediate legal or interpretive disputes which might arise between the parties to the agreement

Addltlonal information may be obtained from the Consumer Price Index Information Office at JRi infoblfugm_ or 202-691-7000 Information on the CPIs overall methodology can be found in the Bl S Handbook of Methods

Last Modified Date April 24 2019

USBUREAUOf LABOR STATISTICS Division of Consumer Prices and Price Indexes Suite 3130 2 Massachusetts Avenue NE Washington DC 20212-0001

Telephone1-202-691-7000_wwwblsgovCPI Contact CPI

hltpswwwblsgovcpifactsheetsescoJatlonhtm

-=iUS BUREAU OFLABORSTATISTICS

Search Consumer Price Consumer Price Index

How to Use the Consumer Price Index for Escalation The Consumer Price Index (CPI) measures the average change Inthe prices paid for a market basket of goods and services These Items are purchased for

consumption by the two groups covered by the Index All Urban Consumers (CPI-LI) and Urban Wage Earners and Clerical Workers (CPI-W)

escalation appllcations are rn private sector collective bargaining agreements rental contracts insurance policies with automatic Inflation protection and alimony and child support payments

Define clearly the base payment (rent wage rate alimony child support or other value) that Is subject to escalation

Identify which CPI series will be used

Identify precisely which CPI Index series will be used to escalate the base payment This should include the population coverage (CPI-U orCPI-W) area coverage

Specify reference period

Specify a reference period from which changes in the CPIwilt be measured This is usualy a single month (the CPI does not correspond to a specific day or week of

the month) or an annual average There Is about a two-week lag from the reference month to the date on which the Index is released (that is the CPI for May is

released In mid-June) The CPis for most metropolitan areas are not published as frequently as are the data for the US City Average and the four regions Indexes

for the US City Average the four regions nine divisions two city-size classes eight region-by-size classes and three major metropolitan areas (Chicago Los

Angeles and New York) are published monthly Indexes for the remaining 20 published metropolitan areas are available only on a bimonthly basis Contact BLS for Information on the frequency of publication for the 23 metropolitan areas

Adjustments are usually made at fixed Intervals such as quarterly semiannually or most often annually

specified periods Consider whether to make an allowance for a cap that places an upper limit on the increase in wages rents etc or a floor that promises a minimum increase regardless of the percent change (up or down) in the CPL

Provide for revisions

Provide a built-in method for handling situations that may arise because of major CPI revisions or changes in the CPI index base period The Bureau always provides timely notification of upcoming revisions or changes in the index base

The CPI is calculated for two population groups All Urban Consumers (CPI-U) and Urban Wage Earners and Clerical Workers (CPI-W) The CPI-U represents about

93 percent of the total US population and is based on the expenditures of all families living in urban areas The CPI-W Is a subset of the CPI-U and is based on the

expenditures of families living in urban areas who meet additional requirements related to employment more than one-half of the familys Income is earned from clerical or hourly-wage occupations The CPI-W represents about 29 percent of the total US population

result in slightly different weighting The long-term movements in the indexes are similar CPI-U and CPI-W indexes are calculated using measurement of price

changes of goods and services with the same specifications and from the same retail outlets The CPI-Wis used for escalation primarily in blue-collar cost-of-living adjustments (COLAs) Because the CPI-U population coverage is more comprehensive it Is used in most other escalation agreements

The 23 metropolitan areas for which BLS publishes separate index series are by-products of the US City Average index Metropolitan area indexes have a relatively

small sample size and therefore are subject to substantlally larger sampling errors Metropolitan area and other subcomponents of the national indexes (regions

size-classes)often exhibit greater volatility than the national index BLS recommends that users adopt the US City Average CPI for use in escalator clauses

estimated effect of price changes that normally occur at the same time and in about the same magnitude every year (eg price movements due to the change in

weather patterns holidays model change-overs end-of-season safes etc) The primary use of seasonally adjusted data is for current economic analysis In

addition the factors that are used to seasonally adjust the data are updated annually and seasonally adjusted data are subject to revision for up to 5 years after their original release For these reasons the use of seasonally adjusted data in escalation agreements Is inappropriate

Escalation agreements using the CPI usually Involve changing the base payment by the percent change in the level of the CPI between the reference period and a

subsequent period This is calculated by first determining the index point change between the two periods and then determining the percent change The following example illustrates the computation of a percent change

CPI forcurrent period 232945

EqualsIndex pointchange 3130

h1pslwwwblsgovlcpifectsheetsescalatlonhtm 112

711412020 How to Use the Consumer Price Index for Escalation US Bureau of Labor Sallslcs

Dividedby previous period CPI 229815

Equals 00136

technical and statistical assistance to parties developlng escalation agreements we can neither develop specific wording for contracts nor mediate legal or Interpretive disputes which might arise between the parties tu the agreement

Additional information may be obtained from the Consumer Price Index Information Office at 1mlofQblsgQt 7000 Information on the CPIs overall or 202691 methodology can be found in the BLS Handhook of Methods

US BUREAU OF LABOR STATISTICS Division of Consumer Prices and Price Indexes Suite 3130 2 MassachusettsAvenueNE Washington DC 20212-0001

Telephone1202691-7000_wwwhlsgovCPI Contact CPI

httpswwwblsgovlcpilfactahaetsescalatlonhtm

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