BCC Minutes 09/18/2014 B (Budget) BCC
BUDGET
MEETING
MINUTES
September 18, 2014
September 18, 2014
TRANSCRIPT OF THE MEETING OF THE 5:05 BUDGET
MEETING BOARD OF COUNTY COMMISSIONERS
Naples, Florida, September 18, 2014
LET IT BE REMEMBERED, that the Collier County
Commissioners, in and for the County of Collier, having conducted
business herein, met on this date at 5:05 p.m. in BUDGET SESSION
in Building "F" of the Government Complex, East Naples, Florida,
with the following members present:
CHAIRMAN: Tom Henning
Tim Nance
Donna Fiala
Fred Coyle (Absent)
Georgia Hiller
ALSO PRESENT:
Leo E. Ochs, Jr., County Manager
Jeffrey Klatzkow, County Attorney
Mark Isackson, Corporate and Business Financial Services
Troy Miller, Communications & Customer Relations
Page 1
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
AGENDA
Thursday, September 18, 2014, 5:05 PM
NOTICE: ALL PERSONS WISHING TO SPEAK ON AGENDA ITEMS
MUST REGISTER PRIOR TO SPEAKING.
ANY PERSON WHO DECIDES TO APPEAL A DECISION OF
THIS BOARD WILL NEED A RECORD OF THE PROCEEDING
PERTAINING THERETO, AND THEREFORE MAY NEED TO
ENSURE THAT A VERBATIM RECORD OF THE PROCEEDING
IS MADE, WHICH RECORD INCLUDES TESTIMONY AND
EVIDENCE UPON WHICH THE APPEAL IS TO BE BASED.
ALL REGISTERED PUBLIC SPEAKERS WILL BE LIMITED
TO THREE (3) MINUTES UNLESS PERMISSION FOR
ADDITIONAL TIME IS GRANTED BY THE CHAIRMAN.
1. PLEDGE OF ALLEGIANCE
2. CONTINUATION OF THE AVERTISED PUBLIC HEARING FOR
PELICAN BAY SERVICES DIVISION FROM SEPTEMBER 4, 2014 —
Pelican Bay Services Division Budget Hearing:
A. Executive Summary — Fiscal Year 2015 Pelican Bay Services
Division Budget
B. Public Comment
C. Resolution Approving the Special Assessment Roll and Levying the
Special Assessment against the Benefited Properties within the
Pelican Bay Municipal Service Taxing and Benefit Unit.
3. ADJOURN
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September 18, 2014
COLLIER COUNTY
Board of County Commissioners
Community Redevelopment Agency Board (CRAB)
Airport Authority
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AGENDA
Board of County Commission Chambers
Collier County Government Center
3299 Tamiami Trail East, 3rd Floor
Naples, FL 34112
BUDGET SESSION
September 18, 2014
5:05 PM
Commissioner Tom Henning, District 3 - BCC Chair
Commissioner Tim Nance, District 5 - BCC Vice-Chair; TDC Chair
Commissioner Donna Fiala, District 1 - CRAB Chair
Commissioner Georgia Hiller, District 2 - Community & Economic Dev. Chair
Commissioner Fred W. Coyle, District 4 - CRAB Vice-Chair
NOTICE: ALL PERSONS WISHING TO SPEAK ON AGENDA ITEMS MUST
REGISTER PRIOR TO SPEAKING.
ANY PERSON WHO DECIDES TO APPEAL A DECISION OF THIS BOARD
WILL NEED A RECORD OF THE PROCEEDING PERTAINING THERETO,
AND THEREFORE MAY NEED TO ENSURE THAT A VERBATIM RECORD
OF THE PROCEEDING IS MADE, WHICH RECORD INCLUDES TESTIMONY
AND EVIDENCE UPON WHICH THE APPEAL IS TO BE BASED.
ALL REGISTERED SPEAKERS WILL BE LIMITED TO THREE (3) MINUTES
UNLESS THE TIME IS ADJUSTED BY THE CHAIRMAN.
Page 1
September 18,2014
IF YOU ARE A PERSON WITH A DISABILITY WHO NEEDS ANY
ACCOMMODATION IN ORDER TO PARTICIPATE IN THIS PROCEEDING,
YOU ARE ENTITLED, AT NO COST TO YOU, THE PROVISION OF CERTAIN
ASSISTANCE. PLEASE CONTACT THE COLLIER COUNTY FACILITIES
MANAGEMENT DEPARTMENT LOCATED AT 3335 EAST TAMIAMI TRAIL,
SUITE 1, NAPLES, FLORIDA, 34112-5356, (239) 252-8380; ASSISTED
LISTENING DEVICES FOR THE HEARING IMPAIRED ARE AVAILABLE IN
THE COUNTY COMMISSIONERS' OFFICE.
1. ADVERTISED PUBLIC HEARING — Collier County FY 2014-15 Budget
A. Discussion of FY 2014-15 Millage Rates and Increases Over the Rolled
Back Millage Rates
B. Discussion of Further Amendments to the Tentative Budget
C. Public Comments and Questions
D. Resolution to Amend the Tentative Budgets
E. Public Reading of the Taxing Authority Levying Millage, the Name of the
Taxing Authority, the Rolled-Back Rate, the Percentage Increase, and the
Millage Rate to be Levied.
F. Adoption of Resolution Setting Millage Rates. Note: A separate motion is
required for the Dependent District millage rates; and a separate motion is
required for the remaining millage rates.
G. Resolution to Adopt the Final Budget by Fund. Note: a separate motion is
required for the Dependent District budgets; and a separate motion is
required for the remaining budgets.
2. ADJOURN
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September 18, 2014
September 18, 2014
MR. OCHS: You have a brand new live mic.
CHAIRMAN HENNING: Thank you.
COMMISSIONER FIALA: Boy, it sounds better, too.
CHAIRMAN HENNING: It does.
Welcome to the final hearing of the Board of Commissioners
budget hearing. And we will start off with the Pledge of Allegiance,
led by Commissioner Fiala.
(Pledge of Allegiance was recited in unison.)
CHAIRMAN HENNING: Okay. Now we go to the Pelican Bay
Services District Budget Hearing.
MR. OCHS: Yes, sir, Mr. Chairman. I'll ask Mr. Isackson to
introduce the item.
MR. ISACKSON: Thank you, County Manager. At this time I'd
ask Mr. Dorrill to come up and re-present information that was
originally presented on September 4th and discuss with the Board to
follow up from that particular meeting.
Item #2A (On the Pelican Bay Services Division Budget Agenda)
EXECUTIVE SUMMARY — FISCAL YEAR 2015 PELICAN BAY
SERVICES DIVISION BUDGET
MR. DORRILL: Good evening, Commissioners. At the first
hearing you asked me to do several things with the Doyles who are
residents and taxpayers in Pelican Bay. We were able to do that last
week. From a staff perspective, I think we had an extremely beneficial
meeting. I think that it's safe to say that we're not in agreement on
everything, and so I'll let Dr. Doyle speak for himself.
There were two issues there, one pertaining to the assessment
associated with our maintenance and beautification and drainage
programs. I believe Dr. Doyle has an understanding of what the
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September 18, 2014
increases are for the coming year. They're primarily that general wage
adjustment. And in addition, increased costs of engineering associated
with some of the beautification projects and a whole host of drainage
analyses that we outsource with the local firm of Agnoli, Barber and
Brundage.
And then significant increases in our water maintenance, water
management maintenance costs attributed to a decision on the part of
our board to stop using copper sulfate to treat algae in the lakes there.
On the capital side, again we prepared and I brought with me one
of our work papers from our budget and finance committee to offset
the increase in the capital assessment. In the simplest of terms, we're
trying to accumulate cash for future beach renourishment that is our
responsibility. I'll pass that out and I'll see if you have any questions,
and then perhaps it would be good for you to hear from the Doyles.
COMMISSIONER HILLER: Can we have the Doyles speak?
MR. MILLER: Sure.
COMMISSIONER HILLER: Are you done making your
presentation.
CHAIRMAN HENNING: He just wants to hand this out.
MR. MILLER: Mr. Joseph Doyle has been ceded three additional
minutes from Sandra Doyle for six minutes total.
Mr. Doyle?
Item #2B (On the Pelican Bay Services Division Budget Agenda)
PUBLIC COMMENT
DR. DOYLE: Good evening, Commissioners.
As Mr. Dorrill said, we met last week and we went over the two
main parts of the budget, which are the operating budget and the
capital budget.
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I will say that after his explanation regarding the increased wages,
the algae control, et cetera, that the operating portion of assessment for
$367 we understand.
I will say, however, that we do think that the consultants could be
better scrutinized as far as what they're charging us. So I think going
forward, even though the assessment is $367, we really need to look at
controlling those expenses and finding the lowest cost vendors.
And I would say that actually starting for the next budget year as
well that we need to look at zero-based budgeting and trying to get
those budget costs under control.
Regarding the capital budget which you have in front of you --
well, let me just say also that the operating budget does carry two and a
half months worth of operating reserves. About $742,000 for cash flow
purposes, so I understand that.
On the operating side, remember my contention two weeks ago
was the fact that there was $2.48 million that we didn't understand
what happened to. Well, Mr. Dorrill was able to go over, and we -- the
$1.2 million has either been spent or encumbered. And there's another
1 .1 to $1.2 million that's still in the account.
About 400,000, 300, 400,000 as can be used for capital projects
this coming year, that will still leave the $700,000 reserve. So it's my
contention that we don't really need to be collecting additional reserves
in the capital budget, except for maybe the $200,000 for the beach
renourishment.
So that would -- so what I'm trying to say is that we really only
should be collecting a $26 and $27 assessment for the capital budget,
which when you add that to the 367 would give a total final assessment
of$393.27.
So I'm really trying to say that we don't need to be adding more
reserves to the capital budget. And that's the contention.
CHAIRMAN HENNING: Commissioner Hiller?
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COMMISSIONER HILLER: If I understand correctly, what
we're talking about is the current assessment of 398 and then plus the
$28 for beach renourishment; is that correct?
DR. DOYLE: The total proposed was 426 and change.
COMMISSIONER HILLER: Right, broken up as 398, which is
the general operational and capital assessment with $28.63 separately
for the beach renourishment.
DR. DOYLE: Well, the 398 is really 367 plus $27 of capital
that's already been carried over from year to year.
COMMISSIONER HILLER: Okay, so 367 plus 27. That's the
sum total of the 398?
DR. DOYLE: That's the 398.
COMMISSIONER HILLER: And your objection is to the 27 for
the addition to that 367? You're not objecting to the increase in the
reserves for beach renourishment?
DR. DOYLE: I think if you want to put aside for beach
renourishment since that's a new project we've taken on, that's fine.
COMMISSIONER HILLER: So we --
DR. DOYLE: But they still have $700,000 in capital reserves. I
mean, the question that came up the last time and you told us to look at
it is how much do you really need to be keeping in reserves.
COMMISSIONER HILLER: Right, and that's always the
question, you know, what is reasonable with respect to reserves.
So Neil, you've got two sets of reserves. You have basically your
general reserves and you've got your reserve for beach renourishment.
Can you explain the need for the additional buildup in the reserves that
are non-beach renourishment related?
MR. DORRILL: Our board has had a series of projects identified
in what they call their community improvement plan. A good example
would be the multiple pedestrian brick crosswalks that they built.
We're currently, and I think I eluded to last time, we're doing a
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September 18, 2014
multiphase renovation of the landscape medians that are there. We are
going to be asked to do some of our own striping as part of the
upcoming milling and resurfacing at Pelican Bay Boulevard.
And, you know, frankly they have other unidentified or
unanticipated projects. The most recent one was last Tuesday, the
Board authorized $400,000 in security enhancements and maintenance
and renovations of the operation site that is there and shared with the
utility division. Our recommended portion of that was an additional
$90,000 for things that benefit the public works and the ground staff
there.
And they just -- you know, I think frankly they like the position of
having six to 700,000 in capital reserves other than those that are
designated for things like crosswalks, median renovations,
improvements to the maintenance facility and things associated with
that.
DR. DOYLE: And that is there.
COMMISSIONER HILLER: So these reserves are not -- you're
not actually building reserves for future specific projects. These are
reserves for -- these are in fact contingency reserves for unanticipated
projects that might come up?
MR. DORRILL: Aside from the median renovations there are
two final phases of that. That was one of the things I discussed with
Dr. Doyle. But all of the other community improvement plan projects
would have been accomplished to this point.
COMMISSIONER HILLER: So again, let me just clarify. This
one reserve account that we're speaking of, is this a contingency
reserve or are these reserves being built up because you're anticipating
to have these future projects and you don't want to run into a position
of being in a financial crunch and you want these monies there.
MR. DORRILL: These are contingency reserves.
COMMISSIONER HILLER: And the contingency reserve is
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September 18, 2014
700,000?
MR. DORRILL: Minus the $90,000 that you would have
approved last Tuesday.
COMMISSIONER HILLER: Okay, so basically 600,000 then.
MR. DORRILL: Roughly. And then there's another hundred for
the final phase of the renovation of the landscape medians that I
alluded to.
COMMISSIONER HILLER: And how much is that?
MR. DORRILL: I would say 100, based on the experience that --
COMMISSIONER HILLER: So now we're down from a
contingency from of 700,000 to 600,000 to 500,000?
MR. DORRILL: I think rough numbers that's --
COMMISSIONER HILLER: So you have a $500,000 reserve on
what size budget?
MR. DORRILL: Total street lighting capital, maintenance --
COMMISSIONER HILLER: Everything.
MR. DORRILL: $4 million a is year.
COMMISSIONER HILLER: So as a percentage you're looking
at what? I mean --
MR. DORRILL: 15 percent in undesignated capital reserves for
future projects.
COMMISSIONER HILLER: Mark, having worked through the
reserves in our county and knowing how our projects pop up, is a 15
percent reserve unreasonable?
MR. ISACKSON: No. And I will say this, that you have a -- you
have an Advisory Board at Pelican Bay, just like you have an advisory
board for every MSTU that you have. And these folks spend
painstaking hours reviewing this budget.
We've included what they've requested in their budget. Mr.
Dorrill has explained exactly what the reserves are going to be used
for. It's not uncommon for MSTUs to have reserves in order for
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September 18, 2014
planning purses. If they want to set aside cash to do projects in the
future this is not unreasonable.
COMMISSIONER HILLER: Okay, thank you very much.
Well, I understand your concerns, Mr. Doyle. But if we are
looking at a reserve that staff believes based on the potential for, you
know, a contingency project coming up that they don't have to go out
and borrow money or, you know, down the road try to assess you to
recapture the cost of borrowing in addition to the cost of the project, it
is prudent to have reserves.
And if Mark, who is the Budget Director, feels that 15 percent is a
reasonable reserve, if we're looking really at the real reserve, not
something set aside as building up cash for a specific project but as a
contingency reserve of 15 percent, then I do have to defer to him. And
he is right, if the committee has reviewed this at length and in their
opinion it's reasonable, and you have some pretty smart men on than
advisory board, I think that it does make sense to keep that additional
$27 assessment to allow for that protection.
And it should be revisited. I mean, the one thing that's nice about
budgeting is that if down the road it looks like it doesn't make sense,
we can amend the budget. And if next year it doesn't look like there
was a need for the reserves to be at the level that's being proposed this
year because they didn't have the contingencies, then we may be able
to look to decreasing it. But it seems that they're making a compelling
argument.
DR. DOYLE: Well, I'd like to make a clarification.
COMMISSIONER HILLER: Sure.
DR. DOYLE: The total budget is like you said, four million.
However, 1 .4 million of that for the street lighting is Fund 778. So if
you really look at the 2.7 million, we're only talking 20 percent
reserves, 500,000 in relation to 2.7 million.
And the thing is that --
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CHAIRMAN HENNING: Besides the fact you need to take a
look at reserves on maintenance. That's -- the question was how much
reserves do you have in capital? The question should have been how
much total reserves do you have. That wasn't asked.
DR. DOYLE: Well there's another 700,000 in the operating
account. So that's really 700,000 in the operating but 500,000 in the
capital. We have $1.2 million in reserves sitting there. And that
doesn't even include Fund 778 which is for the street lighting.
COMMISSIONER HILLER: But you're going to distinguish the
two reserves. I mean, let me ask you the question with respect to the
700,000 in the operating, because we were talking about capital.
In the operating account, how -- what's the justification for the
700,000 reserve?
MR. DORRILL: Twofold on the operating side. They have an
adopted fiscal policy and, you know, frankly they're successful high
net worth retirees who think that we should have cash on hand at the
beginning of the year until we receive our first distribution from the
Clerk, which is typically not until the week of Thanksgiving. And then
they like to have a little, as they refer to it, rainy day fund for
unanticipated tropical storm cleanup or, you know, whatever. And
they feel that two and a half months of operating cash at the beginning
of the year is a fiscally prudent thing to do.
But, you know, as I suggested to Dr. Doyle, I think somewhat
surprisingly, you know, we have some folks on our board who do not
intend to seek reappointment next year, and I encouraged him --
COMMISSIONER HILLER: You should consider running for it.
MR. DORRILL: -- to consider. Because, you know, frankly, he
has some talent to bring.
COMMISSIONER HILLER: I agree with that.
MR. DORRILL: And I have left it to him to see if he wouldn't
come join us and perhaps serve in a little more direct capacity.
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September 18, 2014
COMMISSIONER HILLER: I think that's a very good
recommendation.
Mark, what's your position on two and a half months cash
reserves for the operating?
MR. ISACKSON: My comment there, Commissioners, is look at
what you do in the general fund. The same concept, only on a much
smaller scale.
COMMISSIONER HILLER: Okay, thank you.
CHAIRMAN HENNING: I have a question. On our capital
funds, I don't remember a contingency capital fund. I remember every
project had a certain amount to it and there was no contingency above
and beyond that.
COMMISSIONER HILLER: All the budgets have -- all our
construction budgets have contingency funding built into them.
CHAIRMAN HENNING: Each project has a line item, and I
know that is speculated to be I think 10 percent more than what the
estimates are. Those are what staff puts in there.
But, I mean, you take transportation, they have a line item for
contingency? I've never seen it.
MR. ISACKSON: You have two -- over 200 funds, sir. You
have 95 capital funds, and I will venture to guess that 75 percent of
those capital funds at the fund level have a set set-aside for reserves in
those funds. Not project specific but --
CHAIRMAN HENNING: Not project specific.
MR. ISACKSON: Not project specific but just in general in
terms of reserve positions in each one of those funds.
CHAIRMAN HENNING: Okay. So it's the practice of the
county.
COMMISSIONER HILLER: And don't we also have that in
utilities? I remember looking over some of the budgets that had
contingency reserves beyond the projects.
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September 18, 2014
MR. ISACKSON: Yes, ma'am.
CHAIRMAN HENNING: Okay. I stand corrected.
Item #2C (On the Pelican Bay Services Division Budget Agenda)
RESOLUTION 2014-179: A RESOLUTION APPROVING THE
SPECIAL ASSESSMENT ROLL AND LEVYING THE SPECIAL
ASSESSMENT AGAINST THE BENEFITED PROPERTIES
WITHIN THE PELICAN BAY MUNICIPAL SERVICE TAXING
AND BENEFIT UNIT — ADOPTED
MR. DORRILL: If there are no other questions, then I defer to
Mr. Isackson. But I think you have a separate resolution here, and
obviously staff recommendation is based on the -- we're simply
forwarding the unanimous vote of the advisory board there.
COMMISSIONER HILLER: Can I say one last thing?
CHAIRMAN HENNING: Yes.
COMMISSIONER HILLER: I think it would be a really good
idea if, you know, the advisory board come up with a stated policy on
these reserves that are not reserves building towards a project, and they
should clearly explain just like you articulated with the operations
reserve, you know, what they're doing and why. And that policy should
be, you know, obviously evaluated annually, but there should be a
clearly stated guideline if there isn't already.
MR. DORRILL: You know, Dr. Doyle had two other
suggestions to make this whole thing a little more understandable. He
asked us to improve upon some of the footnotes within the format that
you use --
COMMISSIONER HILLER: Yeah.
MR. DORRILL: -- and then to produce a more easily understood
version of this that citizens could download from our website. And
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both of those suggestions are in our work program for the month of
October.
COMMISSIONER HILLER: I think those are excellent
suggestions and really apply to the county as a whole. Because the
budget document as presented is very difficult to read, even for us. It's
a very difficult presentation.
And that holds true for the financial statements. When we
received our audit back from the Clerk, we had recommended that a
summary analysis be put together of our financial position with key
highlights that, you know, could be easily downloaded and read by the
public so that they would understand exactly what we're dealing --
MR. DORRILL: We'll be working on that --
COMMISSIONER HILLER: -- with financially on their behalf.
MR. DORRILL: -- in October with our budget and finance
committee.
COMMISSIONER HILLER: I would encourage you to run.
DR. DOYLE: Well, as I told Mr. Dorrill, in addition to my
medical degree I do have an MBA and a Master's in Public
Administration.
COMMISSIONER HILLER: That's awesome.
DR. DOYLE: And I do like to be a watchdog.
COMMISSIONER HILLER: Oh, you're very good. And Leo, if
I were you, I'd watch out because he could take your job. Thank you
so much.
I'm going to make a motion to approve the budget with the
recommendation that the advisory board, you know, continue to keep
an eye on the reserves, and if an adjustment is, you know, advisable
during the course of the year that we can make an adjustment
accordingly.
COMMISSIONER FIALA: Second.
CHAIRMAN HENNING: Motion by Commissioner Hiller to
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September 18, 2014
approve the Pelican Bay special assessment surface -- let me say this,
special assessment benefit properties within the Pelican Bay MSTU.
And that's a motion to approve the resolution.
Second by Commissioner Fiala.
Discussion on the motion?
(No response.)
CHAIRMAN HENNING: All in favor of the motion, signify by
saying aye.
COMMISSIONER FIALA: Aye.
CHAIRMAN HENNING: Aye.
COMMISSIONER HILLER: Aye.
COMMISSIONER NANCE: Aye.
CHAIRMAN HENNING: Opposed?
(No response.)
CHAIRMAN HENNING: Motion carries unanimously.
Now we're going to go to the county's final budget hearing.
MR. OCHS: Yes, sir, Mr. Chairman.
Mark?
Item #1 (On the Board of County Commissioners Budget Agenda)
BCC FY2015 TENTATIVE BUDGET PRESENTATION
MR. ISACKSON: Thank you, Mr. Chairman and
Commissioners.
I have some introductory remarks I'd like to make. If you'll bear
with me.
Mr. Chairman, Commissioners, members of the audience and
those watching on Collier television, welcome to the final public
budget hearing on Collier County's fiscal year 2015 budget, which runs
from October 1, 2014 to September 30th, 2015. Pursuant to Florida
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September 18, 2014
Statutes, Chapter 200 governing the annual truth in millage process,
the required advertisement for this hearing was published in the Naples
Daily News on Monday, September 15th, 2014. This hearing date was
also announced at the first public budget hearing on September 4th,
and was contained within Resolution 2014-156 approving the tentative
millage rates as the maximum millage rates which was passed by the
BCC on July 8th, 2014.
Agenda and speaker sign-up slips are available in the hallway.
You must register if you wish to address the Board of County
Commissioners regarding the county budget, and Mr. Troy Miller,
Troy, thank you, will take your speaker slips.
Following some introductory remarks regarding tax rates and
changes to the tentative budget initially submitted to the Board on July
8th, 2014 and subsequently amended at the first hearing of September
4th, 2014 there will with be an opportunity under agenda Item 1 .0 for
public comment. Speakers will be called by name.
Item #1A (On the Board of County Commissioners Budget Agenda)
DISCUSSION OF FY 2014-15 MILLAGE RATES AND
INCREASES OVE THE ROLLED BACK MILLAGE RATES —
PRESENTED
MR. ISACKSON: Commissioners, Item 1.A on the agenda is the
rolled-back discussion. State law requires that the first substantive
issues to be discussed are: Number one, percentage increase in millage
over the rolled-back rate needed to fund the budget; and two, the
reasons ad valorem tax revenues above the rolled-back rate as
calculated on the State DR 420 forms are being increased.
Rolled-back rate is that defined as that tax rate necessary to
generate prior year tax revenues, and this tax rate is calculated, not
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September 18, 2014
including taxable values associated with new construction, additions,
deletions and rehabilitative improvements.
The Board adopted budget guidance for 2015 included a millage
neutral position, same tax rate as last year, and for that matter since
2010 for the general fund and the unincorporated area general fund,
which together represent over 96 percent of the total aggregate taxes
levied across all Collier County taxing authorities for 2015.
Within an increasing taxable value environment under a millage
neutral policy guidance, the rolled-back rate will be lower than millage
neutral. This event occurs in 2015. With the exception of 2014 and
2015, each year beginning in FY 2008 the adopted millage rate has
been lower than the rolled-back rate. Had the county levied the
rolled-back rate or higher millage rate as the adopted millage rate in
fiscal years 2008 through 2013, an additional 89.7 million in ad
valorem tax revenue would have been realized.
A millage neutral tax rate in 2014 and again as proposed in 2015
under Board adopted budget guidance realizes an additional 15.6
million over the rolled-back rate for the two-year period combined.
While taxable value has recovered nicely over the past three
years, the tax base still has eroded some 17.9 billion since 2008.
As a pure factor of tax base loss, lost levy potential within the
general fund based upon the current millage neutral rate is
approximately $64 million. Likewise during that same period since
2008 within the unincorporated area general fund, $10 million in lost
levy potential occurred by levying the adopted rate as opposed to the
rolled-back rate.
Recovery of those dollars to fund continued backlog asset and
infrastructure replacement/maintenance will represent one of the most
important policy decisions faced by future boards.
Commissioners, referring to Exhibit 1.A, millage rates for each
Collier County taxing authority were established pursuant to budget
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September 18, 2014
guidance. The roster of tax rates adopted by the Board on July 8th
represent the maximum property tax rates that can be levied.
The Collier County Lighting District MSTU millage rate is .2 per
$1,000 of taxable value, which is an increase of 29 percent above the
rolled-back rate. And out of an abundance of caution, when we get to
agenda Item 1 .F, I'd like for the Board to consider that item separately
as it will require a unanimous vote.
The cumulative aggregate rolled-back rate for all Collier County
taxing authorities, exclusive of debt service, totals 3.9667 per $1,000
of taxable value. The proposed aggregate tax rate for all Collier
County taxing authorities, exclusive of debt service, totals 4.1505 per
$1,000 of taxable value. This represents an increase of 4.63 percent
over the aggregate rolled-back rate and requires a notice of proposed
tax increase ad for TRIM purposes. That ad was published in the
Naples Daily News on September 15th, 2014.
Item #1B (On the Board of County Commissioners Budget Agenda)
DISCUSSION OF FURTHER AMENDMENTS TO THE
TENTATIVE BUDGET
Commissioners, under Item 1.B on your agenda we have a
discussion of further amendments to the tentative budget. And before
any comment I will just say this: That further amendments to the
tentative budget approved on September 4th are contained within
separate fund resolutions found under agenda Item 1 .B, Pages 2 to 6.
And a summary of those resolutions is listed on Page 1 within your
packet.
These changes pertain solely to the Board action of September
9th approving the purchase and financing of the Election Supervisor
building. Resolutions amending the tentative budget from September
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September 18, 2014
4th are prepared at the fund level and no changes to the roster of
millage rates approved at the September 4th budget hearing are
proposed.
Mr. Chairman, that moves us to Item 1.0 on the agenda which is
public comments and questions.
CHAIRMAN HENNING: Let's go to board questions or
comments on the budget.
Any comments?
(No response.)
CHAIRMAN HENNING: I do have a question. The allocation of
impact fee loan for the general government impact fee and just a loan, I
mean, the loan was recognized -- no, actually we need to do a
document recognizing the source, don't we?
MR. ISACKSON: Sir, are you talking about the election
supervisor building?
CHAIRMAN HENNING: Yes.
MR. ISACKSON: I believe everything that I need to accomplish
the Board objective was taken care of at the September 9th hearing.
Now we've just incorporated that action of the board into this particular
document.
CHAIRMAN HENNING: What part of that is expansion,
therefore requiring a loan to the general government impact fee?
MR. ISACKSON: Everything that's coming out of the general
fund, sir, will most likely be transitioned through Fund 390, as you
said, which is a governmental facilities impact fee fund.
CHAIRMAN HENNING: Is it a loan?
MR. ISACKSON: Yes, sir.
CHAIRMAN HENNING: Okay. I'm not sure -- I don't think any
of that is expanded services.
MR. OCHS: It's additional square footage, Commissioner.
CHAIRMAN HENNING: Well, it's additional square footage,
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September 18, 2014
but you're replacing it with rented square footage. I mean, I think we
need an instrument on a future agenda to really take a look at that.
MR. OCHS: Okay.
CHAIRMAN HENNING: Is there any objection to that?
COMMISSIONER FIALA: Well, I have a question then.
CHAIRMAN HENNING: Yes.
COMMISSIONER FIALA: But we're still voting on this today,
correct?
CHAIRMAN HENNING: Yeah. No, I mean, Commissioner,
over the years we have recognized loans to impact fees, because there's
not enough impact fees to cover it. In my mind there's no expansion of
service. Even the -- so I think that we need to have an agenda item in
the future to really explain that.
COMMISSIONER FIALA: To explain it. But we can vote on
this today and approve it?
CHAIRMAN HENNING: Oh, absolutely.
COMMISSIONER FIALA: Okay, fine. Let me ask one last
question. Is rented space considered -- I mean, if-- I didn't think it
would be considered space that we already own, so anything that we
have above and beyond what we own here would truly be an
expansion.
CHAIRMAN HENNING: It could be. And, you know, we need
that legal sufficiency test on that. My opinion.
Leo, can we do that?
MR. OCHS: Yes, sir, we --
CHAIRMAN HENNING: Do you have any problem with that?
MR. OCHS: No, we'd be happy to bring back a separate
executive summary that takes you through the paces on that
transaction.
CHAIRMAN HENNING: Okay, great. Anything else?
(No response.)
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September 18, 2014
CHAIRMAN HENNING: Public comments?
Item #1C (On the Board of County Commissioners Budget Agenda)
PUBLIC COMMENTS
MR. MILLER: We have no registered public speakers, Mr.
Chairman.
CHAIRMAN HENNING: Okay. Mark?
Item #1D (On the Board of County Commissioners Budget Agenda)
RESOLUTION 2014-180: A RESOLUTION TO AMEND THE
TENTATIVE BUDGETS — ADOPTED
MR. ISACKSON: Mr. Chairman, Item 1.D is a resolution to
amend the tentative budgets.
My comments, Commissioner, was under Item 1 .D you will find
the required resolution which amends the tentative budget passed by
the Board at the first public budget hearing of September 4th. This
action will include all resolutions contained under Item 1 .B, Pages 2 to
6. The appropriate motion is to approve the resolution amending the
tentative budgets.
CHAIRMAN HENNING: Is there a motion to do so?
COMMISSIONER HILLER: Sure. All -- these are all the
budgets or just Pelican Bay's?
MR. ISACKSON: Ma'am, it's just the items that were contained
under your budget changes under Item 1.D on your tab. You've
already taken care of the Pelican Bay portion of it.
COMMISSIONER HILLER: Okay. So that's completely done.
MR. ISACKSON: Yes. This is essentially the action pertaining
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September 18, 2014
to the financing and purchase of the Supervisor of Elections building.
Those are the changes from the September 4th hearing.
COMMISSIONER NANCE: So moved, Mr. Chairman.
CHAIRMAN HENNING: Thank you, Commissioner Nance.
Is there a second to Commissioner Nance's motion?
(No response.)
CHAIRMAN HENNING: I'll second that motion.
Discussion on the motion?
(No response.)
CHAIRMAN HENNING: All in favor of the motion, signify by
saying aye.
COMMISSIONER FIALA: Aye.
CHAIRMAN HENNING: Aye.
COMMISSIONER HILLER: Aye.
COMMISSIONER NANCE: Aye.
CHHAIRMAN HENNING: Any opposed?
(No response.)
CHAIRMAN HENNING: Motion carries unanimously.
Now we go to the millage resolution?
Item #1E (On the Board of County Commissioners Budget Agenda)
PUBLIC READING OF THE TAXING AUTHORITY LEVYING
MILLAGE, THE NAME OF THE TAXING AUTHORITY, THE
ROLLED-BACK RATE, THE PERCENTAGE INCREASE, AND
THE MILLAGE RATE TO BE LEVIED — READ INTO THE
RECORD BY MARK ISACKSON
MR. ISACKSON: Well, Commissioners, if you don't mind, we
have Item 1 .E there which is my public reading of the rolled-back rate
and essentially the roster of millage rates that you have prior to your
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September 18, 2014
action on the millage rates and on the adoption of the adopted budget.
CHAIRMAN HENNING: Okay.
MR. ISACKSON: So if you don't mind, sir, I'll launch into my
reading.
CHAIRMAN HENNING: Please do.
MR. ISACKSON: General fund, Fund 001, the proposed millage
rate, 3.5645; the rolled-back millage rate, 3.4031 . That's a percent
change from the rolled-back rate of 4.74 percent.
Water Pollution Control, Fund 114. Proposed millage rate, .0293;
the rolled-back millage rate, .0280. There's a percent change from the
rolled-back rate of 4.64 percent.
The Unincorporated Area General Fund, Fund 111. Proposed
millage rate, .7161; the rolled-back millage rate .6858. Percent change
from the rolled-back rate of 4.42 percent.
The Golden Gate Community Center, Fund 130. Proposed
millage rate .1862; the rolled-back millage rate, .1790. Percent change
from the rolled-back rate, 4.02 percent.
Victoria Park Drainage, Fund 134. The proposed millage rate,
.0443; rolled-back millage rate, .0443. No change from the
rolled-back rate.
Naples Park Drainage, Fund 139. Proposed millage rate, .0079;
rolled-back millage rate, .0079. No change from the rolled-back rate.
The Vanderbilt Beach MSTU, Fund 143. The proposed millage
rate, .5000; the rolled-back millage rate, .4770. Percent change from
the rolled-back rate, 4.82 percent.
The Isles of Capri Fire MSTU, Fund 144. The proposed millage
rate, 2.0000; the rolled-back millage rate, 1 .9163. Percent change in
the rolled-back rate, 4.37 percent.
Ochopee Fire Control MSTU, Fund 146. Proposed millage rate,
4.0000; rolled-back millage rate, 3.9693. Percent change of
rolled-back rate, .77 percent.
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September 18, 2014
Collier County Fire, Fund number 148. Proposed millage rate,
2.0000; rolled-back millage rate, 1.9281. Percent change from the
rolled-back rate, 3.73 percent.
The Goodland/Horr's Island Fire MSTU, Fund 149. Proposed
millage rate 1 .2760; the rolled-back millage rate 1 .2355. Percent
change from the rolled-back rate, 3.28 percent.
Sable Palm Road MSTU, Fund 151. Proposed millage rate,
.1000; the rolled-back millage rate, .0784. Percent change from the
rolled-back rate, 27.55 percent.
The Golden Gate Parkway Beautification MSTU, Fund 153.
Proposed millage rate, .4280; the rolled-back millage rate .4280. No
change from the rolled-back rate.
The Lely Golf Estates Beautification. Fund 152. Proposed
millage rate 2.0000; the rolled-back millage rate, 1.9242. Percent
change from the rolled-back rate, 3.94 percent.
The Hawks Ridge Storm Pumping MSTU, Fund 154. Proposed
millage rate .0458; the rolled-back millage rate .0458. No change from
the rolled-back rate.
Radio Road Beautification, Fund 158. Proposed millage rate,
.3096; rolled-back millage rate, .3096. No change from the
rolled-back rate.
Forest Lakes Roadway and Drainage MSTU, Fund 159.
Proposed millage rate, 1 .1022; the rolled-back millage rate, 1.0774.
Percent change from the rolled-back rate, 2.3 percent.
Immokalee Beautification MSTU, Fund 162. The proposed
millage rate, .9172; the rolled-back millage rate .9172. No change
from the rolled-back rate.
Bayshore Avalon Beautification MSTU, Fund 163. Proposed
millage rate, 2.3604; the rolled-back millage rate, 2.3005. Percent
change from the rolled-back rate, 2.6 percent.
The Haldeman Creek Dredging, Fund 164. Proposed millage rate,
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September 18, 2014
.7348; the rolled-back millage rate, .7071. Percent change from the
rolled-back rate, 3.92 percent.
Rock Road MSTU, Fund 165. Proposed millage rate, 3.0000;
rolled-back millage rate, 2.9440. Percent change from the rolled-back
rate, 1.90 percent.
Radio Road East MSTU, Fund 166. Proposed millage rate,
.2401. The rolled-back millage rate, .2151. Percent change from the
rolled-back rate, 11 .62 percent.
Forest Lakes Debt Service, Fund 259. Proposed millage rate,
2.8978. The rolled-back millage rate, 2.6345. Percent change from
the rolled-back rate, 9.99 percent.
The Radio Road East Debt Service, Fund 266. Proposed millage
rate, .2408; rolled-back millage rate, .2046. Percent change from the
rolled-back rate, 17.69 percent.
Collier County Lighting, Fund 760. Proposed millage rate, .2000;
rolled-back millage rate, . 1552. Percent change from the rolled-back
rate, 28.87 percent.
Pelican Bay MSTBU, Fund 778. Proposed millage rate, .0857;
the rolled-back millage rate, .0828. Percent change from the
rolled-back rate, 3.5 percent.
Finally, Commissioners, the aggregate millage rate: Proposed
millage rate, 4.1505; the rolled-back millage rate, 3.9667. Percent
change from the rolled-back rate is 4.63 percent.
Item #1F (On the Board of County Commissioners Budget Agenda)
RESOLUTION 2014-181 : THE ADOPTION OF THE
RESOLUTION SETTING MILLAGE RATES. NOTE: A
SEPARATE MOTION IS REQUIRED FOR THE DEPENDENT
DISTRICT MILLAGE RATES; AND A SEPARATE MOTION IS
REQUIRED FOR THE REMAINING MILLAGE RATES —
Page 23
September 18, 2014
MOTION TO APPROVE THE DEPENDENT WATER POLLUTION
CONTROL DISTRICT MILLAGE RATES — APPROVED;
MOTION TO APPROVE THE REMAINING MILLAGE RATES
WITHOUT THE LIGHTING DISTRICT — APPROVED; MOTION
TO APPROVE THE LIGHTING DISTRICT MILLAGE RATE —
APPROVED; MOTION ADOPTING THE RESOLUTION SETTING
THE MILLAGE RATES — ADOPTED
MR. ISACKSON: Commissioners, before you vote, if you don't
mind, let me -- on Item 1 .E on your agenda -- 1 .F, excuse me, let me
make some introductory remarks.
Commissioners, you're required to adopt a separate motion for the
adoption of the dependent millage rates and then a motion for the
remaining millage rates.
In addition, out of an abundance of caution, it is requested that a
separate motion also be culled out for the Collier County Lighting
District, which is two mills and will require a unanimous vote.
CHAIRMAN HENNING: The dependent districts is the Isles of
Capri, Ochopee and what else?
MR. ISACKSON: Well, Commissioner, it's really only the water
-- by definition, by state definition it's really only the Water Pollution
Control District.
CHAIRMAN HENNING: And that's a dependent --
MR. ISACKSON: That's what we term in the DR 420 Form as a
dependent district. The rest of them are MSTUs.
CHAIRMAN HENNING: Okay. Entertain a motion to adopt the
Water and Sewer --
COMMISSIONER HILLER: Motion to approve.
COMMISSIONER NANCE: Second.
MR. OCHS: Water Pollution Control.
CHAIRMAN HENNING: Water Pollution Control millage.
Page 24
September 18, 2014
Motion by Commissioner Hiller, second by Commissioner
Nance.
Discussion on the motion?
(No response.)
CHAIRMAN HENNING: Seeing none, all in favor of the
motion, signify by saying aye.
COMMISSIONER FIALA: Aye.
CHAIRMAN HENNING: Aye.
COMMISSIONER HILLER: Aye.
COMMISSIONER NANCE: Aye.
CHAIRMAN HENNING: Opposed?
(No response.)
CHAIRMAN HENNING: Motion carries unanimously.
And entertain a motion to approve the remainder of the funds.
COMMISSIONER FIALA: Motion to approve.
COMMISSIONER HILLER: Do we not have to do it separately?
Don't we have to do the Lighting District separate?
MR. ISACKSON: Well, if you could take this motion, which
would be a motion to approve all the remaining funds with the
exception of the Lighting District and then come back to the Lighting
District, that would be appreciated.
COMMISSIONER FIALA: Okay. Motion to approve this item
with the exception of the Lighting District.
COMMISSIONER HILLER: Second.
CHAIRMAN HENNING: Motion by Commissioner Fiala,
second by Commissioner Hiller.
Discussion on the motion?
(No response.)
CHAIRMAN HENNING: Seeing none, all in favor of the
motion, signify by saying aye.
COMMISSIONER FIALA: Aye.
Page 25
September 18, 2014
CHAIRMAN HENNING: Aye.
COMMISSIONER HILLER: Aye.
COMMISSIONER COYLE: Aye.
COMMISSIONER NANCE: Aye.
CHAIRMAN HENNING: Opposed?
(No response.)
CHAIRMAN HENNING: Motion carries unanimously.
MR. ISACKSON: And then finally, Commissioners, a motion on
the Lighting District which is Fund 760.
COMMISSIONER FIALA: Motion to approve the Lighting
District.
COMMISSIONER HILLER: Second.
CHAIRMAN HENNING: Motion by Commissioner Fiala,
second by Commissioner Hiller.
This has to be unanimous.
MR. ISACKSON: Yes, sir.
CHAIRMAN HENNING: That's a 5-0 or 5 --
MR. ISACKSON: Unanimous vote of those who are sitting up at
the dais.
CHAIRMAN HENNING: Of the Board present. Four votes.
COMMISSIONER NANCE: And if we don't, we have to turn
the lights out, I guess.
COMMISSIONER HILLER: What happens if there's not a
unanimous vote?
MR. ISACKSON: You don't want to know.
CHAIRMAN HENNING: Does that mean we're going to keep
them on year round?
MR. OCHS: Yes, sir.
CHAIRMAN HENNING: All in favor of the motion, signify by
saying aye.
COMMISSIONER FIALA: Aye.
Page 26
September 18, 2014
CHAIRMAN HENNING: Aye.
COMMISSIONER HILLER: Aye.
COMMISSIONER COYLE: Aye.
COMMISSIONER NANCE: Aye.
CHAIRMAN HENNING: Opposed?
(No response.)
CHAIRMAN HENNING: Motion carries unanimously.
And that's adopting -- a resolution adopting the millage rates to be
levied for '14, '15?
Item #1G (On the Board of County Commissioners Budget Agenda)
RESOLUTION 2014-182: A RESOLUTION TO ADOPT THE
FINAL BUDGET BY FUND. NOTE: A SEPARATE MOTION IS
REQUIRED FOR THE DEPENDENT DISTRICT BUDGETS; AND
A SEPARATE MOTION IS REQUIRED FOR THE REMAINING
BUDGETS — MOTION TO APPROVED THE DEPENDENT
DISTRICT BUDGET — APPROVED; MOTION TO APPROVE THE
REMAINING BUDGETS — APPROVED; MOTION ADOPTING
THE FINAL BUDGET BY FUND — ADOPTED
MR. ISACKSON: That's what you just did, sir, yes.
And then finally, sir, a little bit easier, Item 1.G is the resolution
to adopt the final budget by fund. And again, we'll need two separate
motions there, one for the dependent district budgets and then again a
final motion for all the remaining budgets.
COMMISSIONER HILLER: Just to clarify, when you say the
final budget by fund, you're talking about under the Board of County
Commissioners or including all the Constitutionals? What are we
treating as dependent district budgets in this case?
MR. ISACKSON: Dependent district, ma'am, once again is only
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September 18, 2014
the Water Pollution Control District.
COMMISSIONER HILLER: And then for the remaining
budgets it's all budgets including the Constitutionals?
MR. ISACKSON: Well, yeah, you'll see -- you have a roster,
ma'am, under your final budget.
COMMISSIONER HILLER: I just want to understand what
we're doing in this motion.
MR. ISACKSON: Remember, you've got significant transfers
that go from the general fund to the Constitutionals.
COMMISSIONER HILLER: So you're --
MR. ISACKSON: Those are included also.
COMMISSIONER HILLER: Okay, so we're essentially treating
the transfers in our final budget as -- by approving our final budget,
which incorporates the transfers to the Constitutionals, we're --
MR. ISACKSON: Yes.
COMMISSIONER HILLER: I understand. So my point being,
no separate motion on the Constitutionals.
MR. ISACKSON: No, none required.
COMMISSIONER HILLER: I understand how you're doing that.
CHAIRMAN HENNING: Okay, is there a motion to approve the
Water Pollution Control --
COMMISSIONER FIALA: District.
COMMISSIONER HILLER: Motion.
MR. ISACKSON: Your dependent district.
COMMISSIONER HILLER: Motion to approve the dependent
district budget.
COMMISSIONER FIALA: I'll second that.
CHAIRMAN HENNING: Motion by Commissioner Hiller,
second by Commissioner Fiala.
All in favor of the motion, signify by saying aye.
COMMISSIONER FIALA: Aye.
Page 28
September 18, 2014
CHAIRMAN HENNING: Aye.
COMMISSIONER HILLER: Aye.
COMMISSIONER NANCE: Aye.
CHAIRMAN HENNING: Any opposed?
(No response.)
CHAIRMAN HENNING: Motion carries unanimously.
Now, is there a motion to approve the balance of the tentative --
or the balance of the budget for 2014-2015?
COMMISSIONER NANCE: So moved.
COMMISSIONER FIALA: Second.
CHAIRMAN HENNING: Motion by Commissioner Nance,
second by Commissioner Fiala.
Discussion on the motion?
(No response.)
CHAIRMAN HENNING: All in favor of the motion, signify by
saying aye.
COMMISSIONER FIALA: Aye.
CHAIRMAN HENNING: Aye.
COMMISSIONER HILLER: Aye.
COMMISSIONER NANCE: Aye.
CHAIRMAN HENNING: Motion carries unanimously.
COMMISSIONER HILLER: I have an explanation on my vote.
CHAIRMAN HENNING: Wait a minute.
Opposed?
(No response.)
CHAIRMAN HENNING: Motion carries unanimously.
Go ahead.
COMMISSIONER HILLER: Yeah, I make this motion -- or
excuse me, I vote in the affirmative. However, I do so with a caveat
that I don't agree with the Clerk's budget. However, the Clerk's budget
is funded monthly. So after I've had time to analyze the details of the
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September 18, 2014
budget with staff and review the materials sent by the Clerk, as needed
I will bring proposed amendments in the future to the Clerk's budget.
However, I'm voting for what is being proposed today in the
affirmative.
COMMISSIONER FIALA: Is that something that can be done?
COMMISSIONER HILLER: Absolutely.
CHAIRMAN HENNING: Is there any further business?
COMMISSIONER FIALA: I just want to make sure that you can
do that. But there's not a problem with that?
COMMISSIONER HILLER: We amend. I bring back a motion
to amend.
MR. KLATZKOW: You can bring that forward again, yes.
COMMISSIONER FIALA: Okay.
COMMISSIONER HILLER: Thank you.
CHAIRMAN HENNING: I just want everybody to be aware
they might see me out on the boat this weekend with an elected
official.
COMMISSIONER FIALA: I'm not going after all.
Excuse me, just a little levity.
CHAIRMAN HENNING: Commissioner Fiala has declined.
And because of the Sunshine Law, I think it's a good thing.
So any other business?
(No response.)
CHAIRMAN HENNING: We are adjourned.
*****
Page 30
September 18, 2014
There being no further business for the good of the County, the
meeting was adjourned by order of the Chair at 5:50 p.m.
BOARD OF COUNTY COMMISSIONERS
BOARD OF ZONING APPEALS/EX
OFFICIO GOVERNING BOARD(S) OF
SPECIAL DISTRICTS UNDER ITS CONTROL
OM HENNING, C IRMAN
ATTEST:
DWIGHT BLOCK, CLERK
est as to,chairman's •'
signature only. -""
These minutes approved by the Board on ID I Q,011-1--
as presented ✓ or as corrected
Transcript prepared on behalf of Gregory Court Reporting,
Incorporated by Cherie' R. Nottingham, CSR.
Page 31