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Backup Documents 12/09/2003 WBOARD OF COUNTY COMMISSIONERS WORKSHOP MEETING DECEMBER 9~ 2003 NAPLES DAILY NEWS Published Daily Naples, FL 34102 Affidavit of Publication State of Florida County of Collier Before the undersigned they serve as the authority, personally appeared B. Lamb, who on oath says that they serve as the Assistant Corporate Secretary of the Naples Daily, a daily newspaper published at Naples, in Colher County, Florida; distributed in Collier and Lee counties of Florida; that the attached copy of the advertising, being a PUBLIC NOTICE in the matter of Public Notice as published in said newspaper 1 time in the issue On December 7a', 2003 Affiant further says that the said Naples Daily News is a newspaper published at Naples, in said Collier County, Florida, and that the said newspaper has heretofore been continuously published in said Collier County, Florida; distr/buted in Collier and Lee counties of Florida, each day and has been entered as second class mail matter at the post office in Naples, in said Collier County, Florida, for a period of 1 year next preceding the first publication of the attached copy of advertisement; and affiant further says that he has neither paid nor promised any person, firm or corporation any discount, rebate, commission or refund for the purpose of securing this advertisement for publication in the said newspaper. ( Signat(rre of affiant) Sworn to and subscribed before me This 9th day of December ,2003 (Signature of notary public) f ~{~,~ Horriett Bushong i~ MYCOMMISSION# DD234689 EXPIRES ?. .."~? July 24, 2007 ,;, o~= ~,v~,,, BONDtD TN;~U TROY FAiN INSURANC[, INC. NOTICE OF BOARD OF COUNTY COMMF~IONERS WORKSHOP COLLIER COUNTY, FLORIDA DECEMBER g, 2003 g:00 AM, - 12:00 Noon Notice Is hereby glven~ that the Collier CountyI Board of COUnty Com-i missioners will hold al WorkShOp ~n :.TUES~AY,I DECEMBER g; ~O~3 9:00 A,M., In the Board County Commissioners| Boardroom at the Colller~ C ou nt..y Government Ccmplex~ W. Harmon. Turner BUild ng, 3ro Floor, 3301 East Tamlamh Trail, Naples, Florida, The Workshop will In-I cluda, but may ]not be limited to, the foll~wlng: ToUrlst Deve:iopment Council WOrkshop ..'[he meeting is o~n to g oples of the agenda r said m~tlng wilt made a¥11lahle'to the t'al~d at the Public formation Office, locat- ed on the First Floor of the W. Harmon Turner Bolidlng. All Interestedpartles are Invited to attend. r to ~1~ and~ SU/~DmSt~ their O~eotlon If any, In writing, to ~ pKI.or to the sp_l .ClOt .meetl. n~, All regl; ~erea PUD. Itc speakm wi. II be llm~e~ to five (! minutes unless petrol. 8ion for additional tim Is granted by the Chal~ Any person who. decid- es to appeal a aeclsion, of the~ will need al .record o~..tile proceed-] mg.s .pert~Jnlng thereto,I to ensure that avema-/ tim record of the pro-/ ceedl~ is made, Whlch~ record Includes the tes- timony and evidence .uPOn which the appeal ~s to be hued. Collier County Ordl- Ttanco No. 99-22 requires that all lobbyists shall, before engaglnD in any lobby nD act v]tles (i-i ncludlng, but not Ilmltedi to, ~add~esslng the BoarclI of county Commiaslon-i ers), register with thai Clerk to the Board at thel Board Minutes and Ite-I corde Depamr~nt. If .~.uare a ~mon wlthl a disability who needsl any accommodation* Inl order to participate inI this Proceeding, you arel entitled, at no cosf tol you, to. tho pro.vision of certain aSSlS/~ance.i PleaSe contact the Co-I Ilar County FacUlties Management Depart- ment located at 3301 East Tamlam Trail, Naples, Florida, 34112, (239) 774.83S0i ass sted listeninl} devices for the hearing impaired are available in the County BOAR:~, OF~ COUNTY COMMIS~ONERS COLLIER COUNTY FLORID& :. Tom H~, Chairman CLERKDWIGHT'E'* BROCK,i By:/~' ~ ~enyon COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS WORKSHOP w/TDC AGENDA December 9, 2003 9:00 a.m. Tom Henning, Chairman, District 3 Donna Fiala, Vice-Chair, District 1 Frank Halas, Commissioner, District 2 Fred W. Coyle, Commissioner, District 4 Jim Coletta, Commissioner, District 5 NOTICE: ALL PERSONS WISHING TO SPEAK ON ANY AGENDA ITEM MUST REGISTER PRIOR TO SPEAKING. SPEAKERS MUST REGISTER WITH THE COUNTY MANAGER PRIOR TO THE PRESENTATION OF THE AGENDA ITEM TO BE ADDRESSED. COLLIER COUNTY ORDINANCE NO. 99-22 REQUIRES THAT ALL LOBBYISTS SHALL, BEFORE ENGAGING IN ANY LOBBYING ACTIVITIES (INCLUDING, BUT NOT LIMITED TO, ADDRESSING THE BOARD OF COUNTY COMMISSIONERS), REGISTER WITH THE CLERK TO THE BOARD AT THE BOARD MINUTES AND RECORDS DEPARTMENT. REQUESTS TO ADDRESS THE BOARD ON SUBJECTS WHICH ARE NOT ON THIS AGENDA MUST BE SUBMITTED IN WRITING WITH EXPLANATION TO THE COUNTy MANAGER AT LEAST 13 DAYS PRIOR TO THE DATE OF THE MEETING AND WILL BE HEARD UNDER "PUBLIC PETITIONS". ANY PERSON WHO DECIDES TO APPEAL A DECISION OF THIS BOARD WILL NEED A RECORD OF THE PROCEEDINGS PERTAINING THERETO, AND THEREFORE MAY NEED TO ENSURE THAT A VERBATIM RECORD OF THE PROCEEDINGS IS MADE, WHICH RECORD INCLUDES THE TESTIMONY AND EVIDENCE UPON WHICH THE APPEAL IS TO BE BASED. ALL REGISTERED PUBLIC SPEAKERS WILL RECEIVE UP TO FIVE (5) MINUTES UNLESS THE TIME IS ADJUSTED BY THE CHAIRMAN. 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, TO THE PROVISION OF CERTAIN ASSISTANCE. PLEASE CONTACT THE COLLIER COUNTY 1 December 9, 2003 FACILITIES MANAGEMENT DEPARTMENT LOCATED AT 3301 EAST TAMIAMI TRAIL, NAPLES, FLORIDA, 34112, (239) 774-8380; ASSISTED LISTENING DEVICES FOR THE HEARING IMPAIRED ARE AVAILABLE IN THE COUNTY COMMISSIONERS' OFFICE. I II III IV V VI VII VIII IX X XI XII XIlI CALL TO ORDER ROLL CALL CHANGES AND APPROVAL OF AGENDA OLD BUSINESS Category "A" Beach Project Funding Policy REVIEW OF 2003- Jack Wert, Tourism Director a. WhatWe Proposed b. What We Accomplished RESEARCH REPORT- Walter Klages, Research Data Services 2003 Third Quarter Focus Group Research PLANNING FOR 2004 -Paradise Advertising & Marketing- Cedar Hames, President a. New Branding and Positioning b. Proposed Media Plan for 2004 NEW BUSINESS Resolution Designating CVB as Official County Tourism Promotion Agency ANNOUNCEMENTS AUDIENCE INPUT & DISCUSSION BCC/TDC DISCUSSION NEXT TDC MEETING DATE/LOCATION December 22, 2003- County Commission Chambers ADJOURNMENT 2 December 9, 2003 NOTICE OF BOARD OF COUNTY COMMISSIONERS WORKSHOP COLLIER COUNTY, FLORIDA DECEMBER 9, 2003 9:00 A.M. - 12:00 Noon Notice is hereby given that the Collier County Board of County Commissioners will hold a Workshop on TUESDAY, DECEMBER 9, 2003 at 9:00 A.M., in the Board of County Commissioners Boardroom at the Collier County Government Complex, W. Harmon Turner Building, 3rd Floor, 3301 East Tamiami Trail, Naples, Florida. The Workshop will include, but may not be limited to, the following: Tourist Development Council Workshop The meeting is open to the public. Copies of the agenda for said meeting will be made available to the press and may be obtained at the Public Information Office, located on the First Floor of the W. Harmon Turner Building. All interested parties are invited to attend, to register to speak and to submit their objections, if any, in writing, to the Board prior to the special meeting. All registered public speakers will be limited to five (5) minutes unless permission for additional time is granted by the Chairman. Any person who decides to appeal a decision of the Board will need a record of the proceedings pertaining thereto, and therefore, may need to ensure that a verbatim record of the proceedings is made, which record includes the testimony and evidence upon which the appeal is to be based. Collier County Ordinance No. 99-22 requires that all lobbyists shall, before engaging in any lobbying activities (including, but not limited to, addressing the Board of County Commissioners), register with the Clerk to the Board at the Board Minutes and Records Department. 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, to the provision of certain assistance. Please contact the Collier County Facilities Management Department located at 3301 East Tamiami Trail, Naples, Florida, 34112, (239) 774-8380; assisted listening devices for the hearing impaired are available in the County Commissioners' Office. BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA Tom Henning, Chairman DWIGHT E. BROCK, CLERK By:/s/Maureen Kenyon Deputy Clerk October 31, 2003 Attn: Georgia Naples Daily News 1075 Central Avenue Naples, Florida 34102 Re: NOTICE OF 12/9/03 BCC WORKSHOP Dear Georgia: Please advertise the above referenced notice on Sunday, December 7, 2003, and kindly send the Affidavit of Publication, in duplicate, together with charges involved, to this office. Thank you. Sincerely, Trish Morgan Deputy Clerk P.O./Account # 200213 NOTICE OF BOARD OF COUNTY COMMISSIONERS WORKSHOP COLLIER COUNTY, FLORIDA DECEMBER 9, 2003 9:00 A.M. - 12:00 Noon Notice is hereby given that the Collier County Board of County Commissioners will hold a Workshop on TUESDAY, DECEMBER 9, 2003 at 9:00 A.M., in the Board of County Commissioners Boardroom at the Collier County Government Complex, W. Harmon Turner Building, 3ra Floor, 3301 East Tamiami Trail, Naples, Florida. The Workshop will include, but may not be limited to, the following: Tourist Development Council Workshop The meeting is open to the public. Copies of the agenda for said meeting will be made available to the press and may be obtained at the Public Information Office, located on the First Floor of the W. Harmon Turner Building. All interested parties are invited to attend, to register to speak and to submit their objections, if any, in writing, to the Board prior to the special meeting. All registered public speakers will be limited to five (5) minutes unless permission for additional time is granted by the Chairman. Any person who decides to appeal a decision of the Board will need a record of the proceedings pertaining thereto, and therefore, may need to ensure that a verbatim record of the proceedings is made, which record includes the testimony and evidence upon which the appeal is to be based. Collier County Ordinance No. 99-22 requires that all lobbyists shall, before engaging in any lobbying activities (including, but not limited to, addressing the Board of County Commissioners), register with the Clerk to the Board at the Board Minutes and Records Department. 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, to the provision of certain assistance. Please contact the Collier County Facilities Management Department located at 3301 East Tamiami Trail, Naples, Florida, 34112, (239) 774-8380; assisted listening devices for the hearing impaired are available in the County Commissioners' Office. BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA Tom Henning, Chairman DWIGHT E. BROCK, CLERK By:/si Maureen Kenyon Deputy Clerk Patricia L. Morgan To: Subject: Georgia (E-mail) Advertising - BCC Workshop Notice of 12/9/03 ®(ease run the attachecFacFon Sunday, ®ecemSer 7, 2003. 'Tfia n~.you, 5~[inutes e~ q~ecoraFs BCC NOTICE ¢/KSHP-12-9-03.doc BCC Workshop Notice 12-9-03.do,.. Patricia L. Morgan From: Sent: To: Subject: postmaster@clerk.collier.fi.us Friday, October 31,2003 9:11 AM Patricia U Morgan Delivery Status Notification (Relay) ATT212001.txt Advertising - BCC Workshop Not,.. Clhis is an automatica£fy generatec[ CDe£ivery Status BFotification. (Four message has 6een successfuffy reFayecF to the foffowing recipients, 5ut the requestear are£ivery status notifications may not 6e generatecF Sy the destination. [egafs&napFesnews. corn Patricia L. Mor~lan From: Sent: To: Subject: System Administrator [postmaster@naplesnews.com] Friday, October 31,2003 9:02 AM Patricia L. Morgan Delivered: Advertising - BCC Workshop Notice of 12/9/03 Advertising - BCC Workshop Not.,. <<.Advertising - gcc Workshop Hotice of 12/9/03 >> ~Your message TO: Georgia (B-mai0 Subject: .Advertising - gcc Workshop Hotice of 12/9/03 Sent: qcri, 31 Oct 2003 09.'10:54 -0500 was delivered to the following recipient(s): legals on yri, 31 oct 2003 09:02:00 -0500 Advertising - BCC Workshop Notice of 12/9/03 Page 1 of 1 Patricia L. Morgan From: legals [legals@naplesnews.com] Sent: Friday, October 31,2003 4:59 PM To: Patricia L. Morgan Subject: RE: Advertising - BCC Workshop Notice of 12/9/03 rcvd to run dec. 7 georgia ..... Original Message ..... From: Patricia L. Morgan [mailto:Patricia. Morgan@clerk.collier.fl.us] Sent: Friday, October 31, 2003 9:11 AM To: Georgia (E-mail) Subject: Advertising - BCC Workshop Notice of 12/9/03 ®[ease run the attacfted ad on Sunday, ®ecember 7, 2003. qT/ianl~, you, 5*tinutes e~ q(ecords <<BCC NOTICE WKSHP-12-9-O3. doc>> <<BCC Workshop Notice 12-9-03. doc>> 1/3/2003 CATEGORY 'A' BEACH PROJECT FUNDING POLICY JOINT BCC/TDC WORKSHOP DECEMBER 9, 2003 A BRIEF HISTORY · May 27- Staff Rational Nexus Proposal · June 10- BCC Deferred Projects for Policy · Aug. 12- CAC Reviewed Su b-Committee Policy & Recommended to TDC Sub Committee · Aug. 21 TDC Sub- Committee Reviewed CAC Policy · Sept. 11- CAC Recommended TDC Sub-Committee Policy with Changes to Grant Review Process · Sept. 22- TDC Recommended Policy · ()ct. 14 BCC Reviewed CAC/TDC Policy · Dec. 2- BCC Deferred Policy to Dec. 16. REVIEW OF EACH POLICY May 27 Staff Policy Boat Launch & Beach Access Master Plan Resulting From BCC Approval Leverage State & Federal Funding Beach Access to Satisfy Growth Management Plan Addressed Inlet Management & Navigation Dredging TDC/CAC Had Not Reviewed 2 August 21 CAC Policy T° TDC Sub-Committee · TDC added "State & Federal Funding Should Be Diligently Pursued" · Added Public Shuttle Drop Off Points to ½ Mile Provision · Deleted "Residence" from ½ Mile Provision September 11- CAC · Added Review of all Renourishment and Beach Park Facilities Projects to CAC · No Reserves Provisions · No Policy for Purchasing Beach Access October 14 CAC/TDC Policy To BCC · Difficult to Administer · No Sand By-Passing or Dredging · Limited Beach Access Language · No Reserve Requirements · No Beach Park Facilities Provisions December 2ua Staff Amended Policy · Blends Vital Need for Beach Preservation with Need for Adequate Beach Access · Blends Language from All Previous Policies · Reserves for Catastrophe and Major Renourishment Projects · Shares Cost of Monitoring Where Applicable · Adds Dedicated amount for Beach Park Facilities December 2nd Amended Policy Cont. · Still Difficult to Administer · Incorporates CAC Guidelines for Eligibility · Provision for Inlet Sand Bypassing · Provision for Shore Protection Structures · Navigational Dredging not Addressed · Designates Project Review by both CAC and PARAB Benefits of Dec. 2 Staff Amended Policy Incorporates CAC Eligibility Guidelines Designation of Tourism Funds Catastrophe Reserve Provisions Major Renourishment Project Reserve Projects Reviewed by CAC and PARAB · Then to TDC and BCC MAPS OF PROJECT AREAS Recommendation Recommend Staff Amended Policy to County Commission for Review on December 16, 2003 REVIEW OF EACH POLICY May 2003 CAC Policy Status Quo · No Beach Access Language · No Cost Sharing · All Beaches Qualified for Funding 1 O-YEAR PLAN CLXSs~cFlorida ".Everglades READ AHEAD MEMORANDUM DATE: December 4, 2003 TO: Board of County Commissioners Tourist Development Council VIA: Jim Mudd, County Manager COPY: Leo Ochs, Deputy County Manager FROM: Jack Wert, Tourism Director PURPOSE: In preparation for the Joint BCC/TDC Work Session on December 9, 2003, we have prepared this information packet for you to review. The complete meeting agenda is also included. The Board of County Commissioners (BCC) deferred action on the proposed Tourist Tax Category "A" Funding Policy until December 16, 2003. This action was to give the Tourist Development Council (TDC) an opportunity to review the policy and to make a recommendation to the BCC on that policy. The attached information will give the BCC and TDC some background information on the history of the tourist development tax and Category "A" funding. Attached please find: 1. Memorandum dated July 14, 2003 recapping the history of the tourist development tax in Collier County. 2. FS 125.0104 5 (a) indicating the Authorized uses of tourist development finds. 3. Collier County Election Results of ballot questions related to the tourist development tax 4. Copies of the actual ballots from the 1992 Refvrendum and the 2000 Straw Ballot. 5. Collier County Ordinance 92-60 establishing thc tourist development tax. 6. Collier County Ordinance 95-56 for the additional 1% levy 7. Collier County Ordinance 2001-31 changing tl.e percentages of each category 8. Executive Summary for May 27, 2003 BCC me,'ting outlining the staff proposed policy 9. Coastal Advisory Committee (CAC) Funding 1~, :icy of Sept. 11, 2003 that was recommended by the TDC to the BCC on Octob~ r 14, 2003. 10. Staff compromise policy deferred to December 16 by the BCC on December 2, 2003. 11. 10-Year Plan as of July 23, 2002 12.10-Year Plan from May 8, 2003 CAC meeting. Convention & Visitors Bureau 3050 N. Horseshoe Drive #210, Naples, FL 34104 T (239) 403-2384 · F (239) 434-5066 E jackwert@colliergov, net· W www.classicflorida, com Memorandum To: CC: From: Date: Subject: Chairman Tom Henning James V. Mudd, County Manager Leo Ochs, Deputy County Manager Joseph K. Schmitt, Administrator, CDES Bleu Wallace, CDES Operations Director Jack Wert, Tourism Director July 14, 2003 Information Regarding Tourist Development Taxes and Ordinances The purpose of this memorandum is to provide you with statutory parameters regarding the use of Tourist Development Taxes, the history of Tourist Development Taxes in Collier County and current allocations to each of the categories based on the various County Ordinances. Current members of the TDC are as follows: Councilman Glenn Tucker, Marco Island Robert Dictor, Marco Island Marriott Joe Dinunzio, Quality Inn Gulf Coast Susan Becker, Naples Concierge Commissioner Tom Henning, BCC Vice-Mayor Gary Galleberg, Naples Kevin Durkin, Quality Inn Golf Resort David Loving, Everglades City Council Rhona Saunders, Marketing Consultant Bud Stanner- Non-Voting Legal Counsel: Assistant County At-tome)' Heidi Ashton Staff: Tourism Director Jack Wert Sales & Marketing Manager Debi DeBenedetto Florida Statutes. Chapter 125.0104, Flo;.'cl~ Statutes, deals with the "Local Option Tourist Development Act", which states that persor:: who visit the state for six months or less are generally "exercising a privilege which is subject to taxation under this section." The statute declares that any county in the state may levy and impose a tourist development tax within its boundaries of the aforementioned taxable privilege. Toudsm Development Department FS 125.0104 dictates precisely how such tourist tax revenues may be used. The following extract from Section 5 of the statute cites the allowable uses of the tax: 1. To acquire, construct, extend, enlarge, remodel, repair, improve, maintain, operate, or promote one or more publicly operated convention centers, sports stadiums... auditoriums or museums that are ...within the boundaries of the county., in which the tax is levied..." ' 2. To promote and advertise tourism in the State ofFlorida...iftax revenues are expended for an activity, service, venue, or event, [the same] shall have as one of its main purposes the attraction of tourists... ["Promotion" is defined in the Act as "marketing or advertising designed to increase tourist-related business activities."]..." 3. To fund convention bureaus, tourist bureaus, tourist information centers, and news bureaus..." 4. To finance beach park facilities or beach improvement, maintenance.., and erosion control, including shoreline protection...or restoration of inland lakes and rivers to which there is public access..." History of Tourist Development Taxes in Collier County. In 1990, Ordinance No. 90-43 was adopted that imposed a 3% Tourist Development Tax throughout Collier County. The allocation was: Beach projects and pass maintenance- 44%; culture & fine arts- 11%; sports stadiums -33%; promote tourism- 6%; promote museums and nature preserves -6%. In 1992, Ordinance 92-18 established the Tourist Development Council (TDC) as follows: Chairman of the County Commission Two elected municipal officers, one from the most populous municipality. Three owners or operators of establishments that collect the tourist tax. Three people involved in the tourism industry, but do not collect the tax The nine members serve staggered four-year terms. The TDC was to adopt and recommend a plan for the uses of the tourist tax for the first 24 months following the successful referendum. In 1992, the Board adopted Ordinance 92-60, imposing a 2% Tourist Development Tax throughout Collier County pursu'tnt to the Local Option Tourist Development Act, Chapter 125.0104, Florida Statutes. The Tax was on lodging for any visitor of six months or less. Revenue from the 2% tax along with revenues collected from November 1990 to November 1991 was to be allocated into two categories as follows: Category "A" Tr f aance beach improvements, maintenance, renourishment, re'~r,ration and erosion control, including pas and inlet man;~ement. 60%. Category "B" - To aavertise and promote County tourism within the State of Florida, nationally and internationally, which encourages tourism, with an emphasis on off-season visitors to Collier County. 40%. (25% for advertising and direct marketing and 15% for local projects or activities that promote tourism) Tou~sm Development Department As stipulated in Ordinance 92-60, in 1992, the voters of Collier County passed a Referendum (47,532 for and 20,523 against) to approve the levy of the 2% Tourist Development Tax. Ordinance 93-245 established a grant review process for applications for tourism funding for Category "A" beach renourishment and pass maintenance projects. In 1995, the BCC adopted Ordinance 95-46 by extraordinary vote, amending Ordinance 92-_60, providing an additional 1% Tourist Development Tax (to the 2% already being collected) beginning January 1, 1996 and terminating December 31, 1999. Upon expiration of the additional 1% Tax, the Tourist Development Council could request the Board to review funding allocations at five year intervals. The additional 1% tax revenues were to be used 100% to finance beach improvements maintenance, renourishment, restoration and erosion control. Substantial changes to the tourist development ordinance could be made by extraordinary vote of the County Commission (majority plus one). The 3% Tourist Tax adopted by Ordinance 90-43 became the subject of litigation, and was repealed by Ordinance 95-57 in 1995. In 1996, Ordinance 96-54 changed the allocation of the tax revenue and added a Category "C" for funding County owned museums. The new allocations were as follows: Category "A" Beach projects- 60% Category "B" - Promotion and advertising- 33% (25% advertising; 8% for local projects) Category "C"- County owned museums - 7% In 1997, the BCC adopted Ordinance No. 97-21, providing additional guidelines for Category "A" funds, to allow expenditures for fishing piers and to allow the County to retain funds for administrative costs. The new allocations were as follows: Category "A"- 60% reduced by the amount of the new Category "D" funding Category "B" 33-40% Category "C" 7% Category "D" publicly owned fishing piers- $200,000 maximum Costs related to the administration of the tourist tax could be deducted from the tax revenue by the County of up to 3%, less the amount charged by the County Tax Collector. That breakdown was: Tax Collector 2%; Co,~nty 1%. In 1998, the Board adopted Ordinance 98-95, expanding the use of Category "C" funds to include museums owned and operate t by not for profit organizations and open to the public. The new allocations were as follows' Category "A"- 60% Category "B"- 40% Category "C" - C-1 fm County-owned and operated museums C-2 for grants to non-County owned museums. Category total: 7% Category "D" - $200,000 maximum Tourism Development Department Ordinance 98-96 added one non-voting member to the Tourist Development Council (TDC) with "professional experience in promotion and marketing of special events." The BCC has the option of leaving this position vacant if no applicant is qualified. That position is currently filled but the appointee is inactive. Ordinance 98-111 was adopted by extraordinary vote of the County Commission to expand Category "A" funding from the additional 1% tax to include "shoreline protection, enhancement, cleanup or restoration of inland lakes and rivers to which there is public access as these uses' relate to the physical preservation of the beach, shoreline or inland lake or river." Allocations for each of the categories remained unchanged from the 98-95 Ordinance. Ordinance 99-50 amended the allocations by increasing the Category "C" funding to 15% and reducing the Category "B" funding by the amount budgeted to Category "C" or 25%. The new~ allocations were: Category "A"- 60% Category "B" - 25% Category "C"- 15% maximum Category "D"- $200,000 maximum In December 1999, the Board approved the ballot question for the March 2000 election ballot to extend the sun setting of the additional 1% levy. Voters overwhelmingly approved the continuation of the additional penny, dedicated 100% to beach renourishment. Ordinance 2000-44 changed the composition of the TDC to alternate membership between the cities of Everglades City and Marco Island for the second municipal position. Future cities would be added to the rotation. Ordinance 2001-03 established the Coastal Advisory Committee. The committee is to advise and make recommendations to the BCC and TDC on: long term beach erosion control; prioritizing of capital projects; recommending alternative funding sources for projects; coordinating with regional and state groups; outlining coastal management policies and construction procedures. Ordinance 2001-31 further amended the allocations as follows: Category "A"- 50% of the 2% tax and 100% of the 1% tax Category "B"- 23.236% of the 2% tax Category "C' - 26.764% of the 2% tax (C-1 - 19%; C-2- 7.764%) Category "D"- $200,000 maximum Additional uses r,f Category "A" funds were added to include "beach park fa zil~ties and pass and inlet maintenanc(" to the list of allowable expenditures. June 21,2001, the County Attorney received an Attorney General Opinion # 2001-42 in response to a request to use Category "A" funds for the purchase ofbeachfront land to be used as an additional public preservation and recreation area as an addition to Barefoot Beach. The AGO indicated that for land access for preservation purposes, the use of tourist tax funds was permissible. Tourism Deve/opment Department Resolution 2002-226 permitted municipalities to recommend TDC appointees who may or may not be elected officials as long as the appointmem conforms to 125.0104 (c). Resolution 2002-501 was passed by the BCC on December 17, 2002, establishing the Greater ' Naples, Marco Island and the Everglades Convention & Visitors Bureau as the official Convention & Visitors Bureau for Collier County fro Collier County tourism and convention promotion. Ordinance 2003-10 expanded Category "B" funding uses to allow the funding of Convention Bureaus, Tourist Bureaus and Tourist Information Centers and News Bureaus as County Agencies. The allocations remained unchanged as follows: Category A: 50% of the 2% tax and 100% of the 1% tax Category B: 23.23% of the 2% tax Category C: 26.764% of the 2% tax (C-1 19%; c-2 7.764%) Category D: $200,000 maximum For clarification purposes: Special Event Grants and Sponsorships are funded from Category "B" Reserves. FS 125.0104 provides for a maximum of 3% of the total tax revenue to fund administrative costs. The Tourist Development Tax is paid to the Collier County Tax Collector on a monthly basis. The Tax Collector retains 2% of collections to cover his administrative costs in administering the program. The remaining 1% of collections funds staff support for the TDC, Convention & Visitors Bureau (CVB) and other County provided support services. Please direct any questions regarding the Tourist Development Tax to Jack Wert at 403-2384. Tourism Development Department 125.0104 Tourist development tax; procedure for levying; authorized uses; referendum; enforcement.-- 5) AUTHORIZED USES OF REVENUE.- (a) All tax revenues received pursuant to this section by a county imposing the tourist development tax shall be used by that county for the following purposes only: 1. To acquire, construct, extend, enlarge, remodel, repair, improve, maintain, operate, or promote one or more publiily owned and operated convention centers, sports stadiums, sports arenas, coliseums, or auditoriums, or museums that are publicly owned and operated or owned and operated by not-for-profit organizations and open to the public, within the boundaries of the eonnty or subcounty special taxing district in which the tax is levied. Tax revenues received pur~nt to this eection may also be used for promotion of zoological parks that are publicly owned and operated or owned and operated by not-for-profit organizations and open to the public. However, these purposes may be implemented through service contracts and leases with lessees with sufficient expertise or financial capability to operate such facilities; 2. To promote and advertise tourism in the Slate of Floricla and nationally and intemationall3r, however, if tax revenues Me expended for an activity, service, venue, or evenl, the activity, service, venue, or event shall have as one of its main purposes the attraction of tourists as evidenced by the promotion of the activity, service venue or event to tourists; 3. To fund convention bureaus, tourist bureaus, tourist information centers, and news bureaus as county agencies or by contract with the chambers of commerce or similar associations in the county, which may include any indirect administrative costs for services performed by the county on behalf of the promotion agency; or 4. To finance beach park facilities or beach improvement, maintenance, renourishment, restoration, and erosion control, including shoreline protection, enhancement, cleanup, or restoration of inland lakes and rivers to which there is public access as those uses relate to the physical preservation of the beach, shoreline, or inland lake or river. In counties of less than 100,000 population, no more than 10 percent of the revenues from the tourist development tax may be used for beach park facilities. (b) Tax revenues received pursuant to tiffs section by a county of less than 600,000 population imposing a tourist development mx may only be used by that county for the following purposes in addition to those purposes allowed pursuant to paragraph (a): to acquire, construct, extend, enlarge, remodel, repair, improve, maintain, operate, or promote one or more zoological parks, fishing piers or nature centers which are publicly owned and operated or owned and operated by not-for-profit organizations and open to the public. All population figures relating to this subsection shall be based on tho most recent population estimates prepared pursuant to the provisions ors. 186.901. These population estimates shall be those in effect on July 1 of each year. (c) The revenues to be derived from the tourist development tax may be pledged to secure and liquidate revenue bonds issued by the county for the purposes set forth in subparagraphs (a)l. and 4. or for the ~urpose of refunding bonds previously issued for such purposes, or both; however, no more than 50 percent of the revenues fro~., ~he tourist development tax may be pledged to secure and liquidate revenue bonds or revenue refunding bonds issued for the purposes set forth in subparagraph (a)4. Such rovenun bonds and revenue refunding bonds may be authorized and issued in such principal amounts, with such interest rates and maturity dates, and subject to such other terms, conditions, and covenants as the governing board of the county shall provide. The Legislature intends that this paragraph shall be full and complete authority for accomplishing such purposes, but such authority shall be supplementzJ and additional to, and not in derogation of, any powers now existing or later cot fen'ed under law. (d) Any use of the local option tourist developm,:p, tax revenues collected pursuant to this section for a purpose not expressly authorizer, >y paragraph (3)(1) or paragraph (3)(n) or paragraph (a), paragraph (b), or paragraph (c) of this subsection is expressly prohibited. Z ~ LIJ I lo ~. eB~d FROH : ELECTIONS OFF[CE F~X ND. : 941-?74-94E~9 Jun. 89 ~1~33 08:52AM P3 P12 Official Ballot GENERAL ELECT[ON Colller County, Florida - November 3, 1992 j ;¥-. :. ,~. . ,,!~ .~ ,..~, , . ,,.,, ,%~ ~ . ,~ ........ ~,..; ~i~ .... , . i~ - ..... . ~' ~ -.~ .< .., ....... .~.:~. ~'.;i~.~=~..;l~'~.~ · REFERENDUM ELECTION TO APPROVE THE LEVY OF 2% TOURIST DEVELOPMENT TAX SHALL COLLIER GOUNTY ORDINANCE NO. 92-80 BE APPROVED'FO LEVY, IMPOSE ANO SET A TWO PERCENT TOURIST DEVELOPMENT TAX ON EACH DOLLAR OF THE TOTAL RENT CHARGED ON ANY LIVING QUARTERS OR ACCOMMODAT!ONS IN ANY HOTEL, MOTEL. RESORT, APARTMENT, I~OOMING HOUSE, MOBILE HOME PARK, RECREATIONAL VEHICLE PARK,'OR CONDOMINIUM FOR A TERM OF SlX MONTHS OR LE~q~ FOR FINANCING BF_.ACH R~NOURISHMENT AND MAINTENANCE, AND TO PROMOTE AND ADVERTISE TOURISM? YES FOR THE TOURIST DEVELOPMENT TAX 219 ~)m, NO A~,AiNSTTHE TOURISq' DEVELOPMENT TAX 220 -=~ STRAW BALLOT SHALL THE BOARD DF COUNTY COMMISSION=_.RS VOTE TO LEVY AN ADDITIONAL CENT TO THE OR!GINAL TWO PERCENT TOURIST DEVELOPMENTTAX ON EACH DOLLA~ OF THE RENT CHARGED C.N ANY LIVING QUAF~TERS OR ACCOMMODATIONS IN ANY HOTEL, MOTEL, RE~ORT, APARTMENT, RODMiNGHOUSE, MOBILE HOME PAqK, RECREATIONAL VEHICLE PARK. OR CONDOMINIUM FOR A TERM OF SIX MONTHS OR LES,~ IN ORDER TO PAY DEBT SERVICE ON BOND~ I~SUED TO FINANCE THE CONSTRUCTION OF A PROFESSIONAL BASEBALL FRANCHISE FACILITY? YES 226 NO 227 COUNTV"~/[DE F=C.M : S~.E.CTI31-~S 3~'F'iCS ?A~-; ~,0. : 9-ii-7T-;-_=46c~ Jun. 1 B OFFICIAL BALLOT, PRESIDENTIAL PREFERENCE PRIMARY DEMOCRATIC PARTY COLLIER COUNTY, FLORIDA March 14, 2000 PRESIDENTIALrata ~PREFERENCE Or* IAl Bill Gore Bradley 109 ST~W BA~OT REF~DUM ~ECTION ON CO~INUATION OF ~E ~DmONAL ONE P~CENT TOURIST D~LOPME~ T~ Sh~ bhe e.'dsling additional one ~rcent tourist ~velopment tax continue to be levied upm sr~rt-lenn rentaJs in Collier Courtly to fund beach renoudshment and pass and lake maintenance pursuant to Collier County Ordinance No. 92.60, as amended, and au~orized by Section I25.0104, Flerida Statutes. FOR t~e continuation of the additional One Cent Tourist Development Tax AGAINET l~le continuation of+he adctitional One Cant Tourist Oevetogment Tax ORDINANCE NO. 92-~_~__ AN ORDINANCE TO LEVY, IMPOSE AND SET"A TWO PERCENT (2%) 'tOURIST DEVELOPMZNT TAX THROUGHOUT COLLIER COUNTY PURSUANT TO THE "LOCAL OPTION TOURIST DEVELOPMENT ACT", CHAPTER ~2~.0L04, FLORIDA STATUTES; PROVIDING FOR THE COLL£CTION. OF SAID TAXI PROVIDING A TAX ON EACH WHOLE AND ~JOR F~ZON OF DOLOR OF THE TOTAL RENTAL CHARGED EVERY PERSON WHO PINTS, LEASES OR L~S FOR CON- ACCO~O~ATIONS IN ANY HOTEL, AP~ENT HOTEL, MOTEL, RESORT MOTEL, APARTMENT, APAR~T MOTEL, ROOMING HOUSE, MOBILE HOME P~, RECR~TIONAL VEHICLE PA~, OR CONOOMINI~ ~OR A TE~ OF S~X (6) MONTHS OR LESS; PROVIDI~ THAT THE REVENUES SO ~ZSE~ 8E ~ILZZZP T~ IMPLEMENT THE COLLIER COUNTY TO~IST DE- VELOPMENT P~N; SETTZN~ FORTH AND FOR THE APO~TION OF THE COLLIER COUN'rY TO~ST ~EVELOPMENT P~N; ~ROVIDIN~ FOR A REFEREN~ ON THE TOURIST ~EVELOPMENT TAX; PROVIDING THE USE OF PREVIOUSLY COLLE~EP TAX SE~ING FORTH THE ESTABLISHMENT OF TH~ 0EVELOPMENT COUNCIL BY PREVIOUS ORDIN~C~; PROVIOING PENALTIES FOR FAILURE TO COLLE~ THE TAX LEVIED; PROVIDING PENALTIES FOR MIS- REPRESENTATION RE~ARDXNG COLLECTION OF THE TAX LEVIED; PROVIDIN~ FOR COLLE~ION BY LIEN; PROVI~IN~ FOR REPEAL OF THE TAX BY REFEREN~ ELECTION; PROVIDING FOR LOCAL COLLECTION ~D ADMfNIST~TION OF THE TAX; PROVIDING FOR SEVE~BfLITY OF ORDINANCE PROVISIONS; SE~ING FORTH AN EFFECTIVE ~ATE FOR THIS OR~fNANCE; SETTING FORTH REQUIREMENTS FOR COPIES TO THE DEPARTMENT OF REVENUE; AND SE~ING FORTH EFFECTIVE ~ATE FOR THE LEVY OF THE TAX. WHEREAS, Chapter 125.0104, Florida Statutes, provides for the levy of a local option tourist development tax by any county; and WHEREAS, pursuant to the provisions of said statute, the Board of County Commissioners of Collier C~unty, Florida on March 24, 1992 adopted an ordinance establishing a Collier County Tourist Development Council and stating the Board of County Conuaissioners, intention to consider the enactment of an ordinance ~{' '~mvying and imposing a tourist development tax; and WHEREAS, said Collier County Tourist Dev,~lopment Council has pr~ented to the Board of County Commissioners'~ jts plan regarding tourist development; and WHEREAS, it is the intent of the 8oard of County Commissioners of Collier County, Florida to enact an ordinance levying and imposing a tourist development tax throughout Collier County, said tax to be used for the purposes permitted by Chapter i 12.~.;i04, Florid, tatutes, as amended, and o utilize previously collected tourist development taxes as authorized by Chapters 92-175 a.-xl 92-]04, Laws of Florida, enacted by the legislature at L~s regular session of 1992. NOW, TH£R£FORE BE iT ORDAIN£D BY THE BOARD OF COUNTY C~[HISSI~I~ERS OF COLLIE~ COUNTY, FLORlOA that: SE~ON ONE: ~i$ ordinance is adopted pursuant to the authority and r~a~ts o~ Chapter 12S.0104, Florida Statutes, for the p~se of le~inq and imposing the Tourist Development Tax, ~a~ters 92-~75 and 92-204, Laws of Florida. SE~iO~ TwO: TOURIST DEVELOPMENT A. There is hereby levied, imposed ~nd set a tourist develo~=~n= tax throughout the geographic area of Collier County, Fl=rlda a= a rate of two percent (2%) of each whole and major fraction of each dollar of the total consideration charged every ~n ~o rents, leases or lets for consideration any living ~er$ or acco~odations in any hotel, apartment hotel, .re~r= ~=el, a~artmen=, a~artment motel, rooming house, mobile hc~ ~k, recreational vehicle park, or condominium for a term o~ · !z ~6~ ==nibs or less, as ~rovided in Section 125.0104(3) (a), Fi=rlda Statutes, as amended, unless such person rents, leases, ie~ ~cr =onsideration any living quarters or acco~odations which ~e e~= according to the ~rovisions of Chapter ]12, Florida S~tutes. ~en receipt of consideration is by way of o~er ~n money, =he tax shall be l~vied and imposed on the ~air ~rke= value of such non-monetary consideration. B. The tourist development tax shall be in effect until So, ion Ten heFefn an~ shall be in addition to any other tax f~sed ~ursuant =o Chap=er 212, Florida Statutes, and in addition to a~ other sa×es, .ees and the oons£derat£of for the rental or lease. C. The tour£st development tax shall be charged by the person rece£v£ng the cons£derat£ofl ~or the ~ease or rental, and it shall be collected from the lessee, tenant, or customer at the time of payment for the consideration for such lease or rental. D. Pureuant to Chapter 212, Florida Statutes, the State of Florida. Oepartment of Revenue shall keep recorde showing the amount of taxes collected, which shall alee include records d~eolos~n~ the amount o£ taxes collected for and from each country in which the tax author£~e~ ~¥ this act ia applica~le. ~hese houri o£ the said Department cf ~evenue subject to the provision of Chapter 213.053, Flor£da Statutes. £. Pursuant to Section 125.0104(10), Florida Statutes, the Collier County Tax Collector shall be responsible for the collection and administration of the tax. Co[lact£ons. received the Tax Collector shall be placed in the county tourist development trust fund, which shall be established by resolution of the Board of County Commissioners prior to receipt of any tax revenues collected pursuant to this ordinance. SECTION THREE: USES OF TAX REVENUES A. The tax revenues received pursuant to this ordinance and the tourist tax revenues previously collected from November, 1990, to November, [991, pursuant to Ordinance 90-43, shall be used to fund the Collier County Tourist ~e~clopment Plan, which is hereby adopted as follows: The two percent (2%) tourist development tax shall be levied throughout Collier County beginnin~ the first day of the second month following approval of this ordinance by referendum. The district shall include the entire geographic.area of Collier County, ~lorida. The anticipated revenue for a two percent (2%) tourist development tax for all of Collier County over a · ' twenty-four (24) month period £s $7,000,000 less costs administration.- 1. The categories of use of the two percent (2%) tax revenues by specif£c pro~ec~ or special use are neroby l£sCed in the order of priority and include the approximate cos= or e~q~nse allocation for a twenty-four (24) month period for each project or use as follows: CATEGORY A - TO finance beach improvement, ~a£nter~nce, renourishment, restoration end erosion control, Approxima=e cost or expense allocaClon Psrcen=aqs of revenue ~4,200,000 60% CATEGORY 8 - To promote and advertise county tourism within the State of Florida, nationally and inter~ationally, which encourages tourism with an Approximate cos: Percentage of or expense allocation Ne= revenue $2,800,000 40% The percentage of net revenue within Category B snail be further specifically allocated al follows: a) For tourism advertising and direct marketing - $1,750,000 25% b) For local projects and/or activities which promote tourism - $1,050,000 15% It is the intent of this Ordinance that the above uses shall be funded separately, but simultaneously in :ne above percentages regardless of the actual cmount of net revenues collected. 2. The revenues tO be derived from the tourist development tax may be pledged tO ~ecLre and liquidate revenue bonds in accordance with the pro%~sions of Section 125.0104, Florida Statutes. Such revenue bonds and revenue refunding bonds may be authorized and issued in.such principal amounts, with such interest rates and maturity dates, and subject to Such other terms, conditions and covenants as the governing board of Collier County shall provide. This paragraph shall be full and complete authority ~or accom~.ishing such purposes, but ~ch authority shall be supplemental and additional to, and not in derogation of, any powers now existing or later conferred under law. 3. ~n the event bonds are issued by Collier County for any o~ the purposes enumerated by the Tourist Development Plan, the amount o£ tourist development tax receipts used to pay debt service on such bonds may exceed the percentages provided for the purpose £or which such bonds were issued; provided, however, the maximum &nnual debt service on such bonds, together with any other obligations of Collier County which were issued to £1nance improvements for the same purpose and which are secured by the tourist development tax, must not exceed the stated pe~c.,~n~&ql o~ tourist development tax receipts provided in the Development Plan for such purpose, as calculated a~ o£ the date o~ sale o~ such bonds. For purposes o~ performing the c&lculations described in this paragraph~ the amount of tourist development tax receipts shall be assumed to be the amount provided as such in Collier County's immediately preceding annual audit, plus, i~ the levy of such tax was imposed or increased subsequent to the beginning o~ the period which was audited, an amount equal to estimate by the County ~anager o~ the moneys the Count7 would have received if the tax imposition or increase had been in effect during the entire audit period. At or prior to the issuance of bonds ~he County Hanager shall provide a certificate as to the ~ind£ngs requi~ed in this paragraph, which certificate shall be conclusive as to all ma?tars provided therein. B. The above and foregoing Tourist Development Plan may not be substantially amendec except by ordinance enacted by an a~irmative vote of a ~.~ority plus one additional member of the Board o~ County Commissi.~ners. SECTION FOUR~ BALLOT OUESTIO~ Pursuant to Chapter 125.0104, Florida Statutes, the Board County Commissioners, by resolution, shall cause to be placed on the ballot at the next regular or special election to be held in C~!lier County, :ne question of the approval ur disapproval of this ordinance, su:n question t~ be preceded by an explanatory statement or ri=lc as set forth in such resolution, with such question to appear on the ballot substantially as follows: FOR TM£ TOURIST D£V£LO~M£NT TAX AGAINST THE TOURXST DEVELOPMENT TAX SECTION FIVE: ~S£ ~T PR£VIOUSLY COLLECTED TAX R£CEIPT~ Florida, the tourlsC tax revenues previously received by the County pursuant =o :rdinance 90-43 shall be expended as follows: A. If the v==ers approve the imposition of the tourist at the referenda ~r:vided in Section Four, 60% of 'he tax revenue previously recel-.-e~ shall be expended to finance beach improvement, nain=emance, renouriehment, restoration and erosion control, includin~ ~ass and inlet maintenance; and 40% shall be expended to prc=:=e and advertise Collier County tourism within the State of Fl:fl!a, nationally and internationally, which encourages touri~= ~i=h an emphasis on off-season visitors to the County. B. If the '.':=ers disapprove the imposition of the tourist tax at the refere..-~_a provided in Section Four, the revenue shall be. expended for rte uses provided in Section Two of Ordinance 90-43. ~ECTION SIX1 TTiYiST DEVELOPM£NT COUNCIl, Pursuan~ =: ~ze provisions of Chapter ~25.0104, Florida Statutes, the Be, ~ -r. cf County Commissioners established by Ordinance 9~-I~ an a~visory council which is known as the "~:llier County Tourist D~ve':pzent Council,, The council is compo~e: of nine members, %~.e :riginal membership of which have been appointed by the Board of ~':'=n=y Commissioners by Resolution No. 9'2-238_ Ordinance 92-1~ als: sets forth the terms and composition of membership and t~e re$~onsibllities and duties of the council. SECTION S£V£Ni ~--=~ALTIE~ FOR FAILURE TO COLL£C~/ Any Person ~no is a dealer hereunder who fails or refuses to charge and collect ...'om :ne Fe=scn ~aying any ntal or lease the taxes herein provided, eithe= =y himsel~ or through his agents or employees, is, in addition =o =eing personally liable for the payment o~ the tax, guilty of a =isdemeanor o{ the first dogree, punishable as provided in Section 775.082 or Section 77S.083, Florida Statutes. SECT/ON EIGHT= ~£NALTIES FTR.MISR£PR£S£NTATION manner, directly or indirec=ly, that he will absorb all or any par= of the tax, or that he will relieve the person paying the tax wiLt.nOt be added to the rental or lease consideration, or when'a~ed, that it or any Tar= thereof will be refunded or refused, either directly, =r indirectly, by any method whatsoever. Any person who willfully viola=es any provision of this subsection shall be guilty of a misde=ean=r of the first degree, punishable as provided in Section 775.:82 :r Section 775.083, Florida Statutes. SECTION NINE' L'IENS AU~.CRiI--~ The tax hereby levied s~a ~. constitute a lien on the property of the lessee, customer or =anent in the same manner as, and shall be collectible as are, lier~ au:~orized and imposed in Chapters 713.67, 713.68 and 713.69, Fi=ride Statutes. ~ BEPEAL BY Upon the filing of a Fail=ion si~ned by fifteen percent (15%) mr more of the ' :=.rs of Collier County,. ~%e Board of County Commissioners shall ca,se an election to be held for the repeal ,~f the tax, which election shall be subject only to any outstanding revenue bonds for ~hich the tax has be~r pledged. SECTITF ELEVEN: LOCAL ADM'Ni_-.'-L-qA. TICN OF THE TAX A. It is the intent :f ~he County to provide for the collection and adminis:ratlon o~ ~e :ax on a local.basis pursuant to Section 1~5.0104(10) which provides for such election of local administration of the tax. '' is further the intent of the County 4A to' be exempted from ~ose requirements of Chap[ [25.0[04, Florida Statutes, that the tax collected be rem£tted to the Department of Revenue before being returned to the County. records and accounts o~ dealerl, and assessing, collecting, County adopts any and all powers and authority granted to the State o~ FLor£da £n Chapter 125.0104, Florida Statutes, and Chapter 212, Florida $~atutes, to determine the amount of the tax, penalties and interest to be paid by each dealer and to enforce payment of such tax, penalties, and interests by, but not limited C. Initial co[lect£on of ~he tax shall Continue =o be made D. The Collier County Tax Collector sh~ll be responsible for the collection and administration of the tax. The person receiving the consideration for such rental or lease shall receive, account for, and remit the tax to the Collier County Tax Collector. The Tax Collector shall keep appropriate records of said funds. The same duties and privileges imposed by Chapter 2~2, Florida Statutes, upon dealers in tangible property, respecting the collection and remission of tax, the making of returns, the keeping of books, records and accounts, the paymen~ of a dealer's credi~ in compliance wi~h the rules of the Oe~artment of Revenue in the administration of said chapter shall apply to and be binding upon all persons who a~e subject to the previsions of ~h~s ordinance; provided, however, the said Collier County Tax Collector may authorize a quarterly ~mturn and payment when the tax remitted by the person receiving the consideration for such renta~ or lease for the preceding quarter did no~ exceed $100.00. Remittances of the tax and filing of =he appropriate return may be done semiannually or seasonally as follows: 1. Facilitie~ rented or leased which generate a total of $300.00 or less of Tourist Oevelopment Tax revenue during a six-month period may remit ~he tax , . sem[annu .y. The remittance and r urn filing date shat1 be between Apr£1'lst - April 20th for the six-month rental or lease period ending the preceding Hatch )lst and the remittance and return filing date s£x-month rental or lease per£od ending September 00th of each year. 2. The Tourist Development Tax may be remitted remittance and return filing date shall be between April 1st - April 20th for the preceding rental or le&le period ending March 31st and the remittance a~ filing da~e shall be between October 1st - October for the preceding rental period ending September 30th each year. E. The Collier County Tax Collector may promulgate rules, prescribe and publish the forms necessary to effectuate this ordinance. F. The Collier County Tax Collector is hereby designated as the local official for the County who shall perform the ~nforcement and audit functions referenced in Section Ten. B. herein which are associated with the collection and remission this tax, including, without limitation, the following: 1. For the purpose of enforcing the collection of the tax levied by this ordinance, the Tax Co!le~tor is hereby specifically authorized and empowered to examine at all reasonable hours books, records, and other documents of a~l dealers, or other persons charged ~ith the duty to report or pay a tax un,er this ordinance, in order to determine whether they are collecting the tax or otherwise complying ~ith this ordinance. Zn the event said dealer refuses to permit such examination of its books, records or other documents by the Tax Collector as aforesaid, it ia guilty a misdemeanor o~ ~he secon~ degree, ~unishaOle as provided in Chapter 775.08), Florida Statutes. The Tax Collector shall have the right to proceed in Circuit Court to seek a mandatory injunction or o~ner appropriate remedy to enforce its right against ~e of der, as granted ~y %h~s ~%ion, %o require an examination of :he books and records of such dealer. 2. £ach dealer, as defined ~y statute, shall secure, maintain, and keep for a period of three years a complete record of rooms or other lodging, leased or rented by said dealer, records and papers as may be required by the Tax Collector for the reasonable administration of this ordinance; and all such records which are located or maintained in this state shall be open for inspection by the Tax Collector a= a~l reasonab~e hours at:such maintains such becks and records a~ a point outside this county must make such books and records available for inspection by the Tax Collector in Collier County, Florida. Any dealer subject to these provisions of this'ordinance, who violates these provi~ions is guilty of a misdemeanor of the second degree, punishable as provided in Chapter 775.082 or Chad=er 775.083, Florida Statutes. 3. (a) The Tax Collector shall send written notification, at leas= 30 days prior to the da:e an auditor is scheduled to begin an audit, informing the taxpayer of the audit. The Tax Collector is no~ required to give 30 days prior notification of a forthcoming audit in any instance in which =he taxpayer requests an emergency audit. (b) Such written notification shall contain: (i) The approxina=e ~a=e on which the auditor is scheduled to begin the audit. (ii) A reminder the: all of the records, receipts, invoices, and related document~ti:n of the taxpayer must be made available to the auditor. (iii) Any other ~eques=s or suggestions the Tax Collector may deem necessary. 4. In addition to criminal ~anc:ion~, the Tax Celiac=or is empowered and it shall be his duZy, when any tax becomes delinquent or is otherwise in jeopardy under this ordina~ce, issue a warrant for the full amcun= of the tax due or estimated to be due, wi~h =he ~n=erest, pena~:ie$, and cost of collection.. directed ~D a~l a~d singular t~= s = ..- -..fL. of the state, and real or personal PrOperty og the =axpaysr in the same mannsr as a enforce =he collection of =aXes imposed by this ordinance and warrant to be collected. The Tax Collector may also have a writ of garnishment issued regarding any gOOdl, money, effects of the delinquent dealer Which ara in the hands, PoeeeeeAon, or =on=ro~ of a thl=d person based On an indebtedness owed ~ ': ~he delinquent dealer by the =hird person, to enforce collec=ion of the taxes in the manner ProVided by law. Upon paymenu og the execution, warrant, judgmen=, or garnishment, the Tax Collector shall satisfy the lien of record within ~0 days. G. The amount o~ administrative costs retained by the Tax Collector shall be negotiated annually, but shall not exceed three (]%) ~ercent of =he tax collected herein. The remainder of the ta~ collected shall be subml==ed to the County on a monthly basis. ~CTIO~ TWELVJ~: CO~FtICT AHO In the event =his ordinance conflicts with any other ordinance of Collier County or other applicable law, the more restrictive shall apply. If any phrase or portion of this ordinance is held invalid or unconstitutional by any court of cozpetsn= jurisdiction, such P~rtion shall be deemed a separate, distinct, and independent provision and luch holding shall not affect the validity of the rem~,.ining ~O~lon. SECTION THIRTE£~1 ~.&T~ OF ORDINANC~ This Ordinance shall be fi'~ed With the Office of the Secretary of State in Tallahassee, Florida wi=bin 10 days of the date of enactment pursu&mt to Section 125.66(2}(a), Florida Statutes. Section Four of this Ordinance entitled Question,, and Section Five entitled "Use of the previously ~Ollected Tax Receipts,, shall be effective immediately Upon receipt by the County of ~Otice from the Secretary of State that this Crdinance has teen filed with the Secretary of Sta~e. ~ther provisions of this Ordinance shall take effect upon approval by referendum election, held for the purpose of approv£ng or rejecting this Ordinance, by a majority of the electors voting in such referendum e~ection as provided in Chapter ~25.0L04, FLorida Statutes. S£CTION FOURT£ENI ~OPY TO D£PARTMENT OF R£V£NU~ Clerk to the Board to the Department of Revenue, State of Florida, within ten (LO} days after the enactmen~ o£ the Ordinance by the Bo&~d of County Commissioners. Upon approval by referendum, a second certified copy of this Ordinance shall be furnished by thm Clerk to the Board to the Department of Revenue, State of Florida notifying the Department of the approval of the tax by referendum and that the tax sha~l be levied until repealed by the Board or repealed by referendum pursuant to Section Ten herein. SECTION FIFTEEN: EFF£CTIV~ DATE OF LEVY AND IMPOSITION OF TA~ The effective date of the levy and imposition of the tax shall be the first day of the second month following approval of this Ordinance by the referendum election as set forth in Sections Four and Thirteen. · . .ATTEem~... - .. :" JA~ '~ ¢ ' ~ ' ~, . I~. ,~ .... ~'~ ~ ' ";1-~..%: "'.'.'... ~' '.~k e~ ".Appr~ved,~'to form enda C. ~son ' Ass~s~an~ Co~n~ A~o~'ne~ PASSED AND DULY ADOPTED by the 8card of County Commissioners ..'of Col.li.r County, Florida, Chis _.~%~day of ~___~~, 1,92. BOARD OF COUNTY COM~ISSION£RS By.MICHAEL J~LP~,'Chairman. This o.~:jlr~.ce filed with the c~to,y of State's Office tho of, /99A O~ ock~ e~em~nl of that / 8Y-~ ORDINANCE NO. 95- 56 I A/q ORDINANCE AMENDING ORDINA/~CE NO. 92-6~n RELATING TO THE LEVY OF A 2% TOURIS~ DEVELOPMENT TAX THROUGHOUT COLLIER COUNTI~ PURSUANT TO THE LOCAL OPTION TOURIST~J DEVELOPMENT ACT, SECTION 125.0104,4 FLORIDA~ ' STATUTES, PROVIDING FOR AN ADDITIONA~ 1% LEVY~ OF A TOURIST DEVELOPMENT TAX THROUGHOUT~] COLLIER COUNTY BEGINNING JAI~UARY 1, 1996 AND~ TERMINATING DECEMBER 31, 1999; PROVIDING FOR~ A/~ENDMENT TO SECTION THREE CONCERNING T]~E USE OF TAX REVENUES AND THE TOURIST DEVELOPMENT PLA/~ TO SET FORTH THE USES OF THE ADDITIONAL 1% LEVY; PROVIDIN~ FOR THE REPEAL OF ORDINANCE NO. 95-46; PROVIDING FOR CONFLICT A/~D SEVERABILITY; PROVIDING FOR INCLUSION IN THE CODE OF LAWS AND ORDINANCES; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, Section 125.0104, Florida Statutes provides for the levy of a local option tourist development tax by any county; r-'- WHEREAS, the Board of County Commissioners enacted Ordinance No. 92-60, Which levied 'and imposed a ~0~ri~ and development tax throughout Collier County. for the purposes permitted in Section 125.0104, Florida Statutes, as amended, and to utilize previously collected tourist development taxes as authorized by Chapters 92-175 and 92-204, Laws of Florida, enacted by the Legislature at its regular session of 1992; WHEREAS, the Board of County Commissioners of Collier County, by an extraordinary vote, desires to to levy an additional 1% tourist development tax to fund beach '-en~urishment; and WHEREAS; the proposed amendments were presented to the ~llier County Tourist Development Council. NOW, THEREFORE, 'BE IT ORDAINED BY THE BO~I~) OF COUNTY CC'-~{ISSIONERS OF COLLIER COUNTY, FLORIDA that: SECTION ONE: Amendment to Section Two of Collier County Ordinance No. 92-60. Section Two is hereby amended to read as follows: SECTION TWO: TOURIST DEVELOPMENT TAX - 1 - Words ~ are added; words utr~H~h are deleted. A. There is hereby levied, imposed and set a tourist development tax throughout the geographic area of Collier county, Florida at a rate of two percent (2%) of each whole and major fraction of each dollar of the total consideration charged every person who rents, leases or lets for consideration any living quarters or accommodations in any hotel, apartment hotel, motel, resort motel, apartment, Apartment motel, rooming house, mobile home park, recreational vehicle park, or condominium for a term of six (6) months or less, as provided in Section 125.0104(3)(a), Florida Statutes, as amended, unless such person rents, leases, or lets for consideration any living quarters or accommodations which are exempt according to the provisions of Chapter 212, Florida Statutes. When receipt of consideration is by way of property other than money, the tax shall be levied and imposed on the fair market value of such non-monetary consideration. s. The tourist development tax shall be in effect until repealed by the Board or repealed by referendum pursuant to Section Ten herein and shall be in addition to any other tax imposed pursuant to Chapter 212, Florida Statutes, and in addition to all other taxes, fees and the considerations for the rental or lease. c. The tourist development tax shall be charged by the person receiving the consideration for the lease or rental, and it shall be collected from the lessee, tenant, or customer at the time of payment for the consideration for such lease or rental. D. Pursuant to Chapter 212, Florid~ ~¢atutes, the State of Florida, Department of Revenue shall k.~p records showing the amount of taxes collected, which shall al~o include records disclosing the amount of taxes collected for and from each county in which the tax authorized by this act is applicable. Words ~ are added; words ~truck tkrou~h are deleted. -These records shall ~e open for inspection during the recjular office hours of the said Department of Revenue subject to the provision of Section 213.053 Florida Statutes ' E. Pursuant to Section 125.0104(10), Florida Statutes, the Collier County Tax Collector shall be responsible for the collection and administration of the tax. Col~ections received by the Tax Collector shall be placed in the county tourist development trust fund, which shall be established by resolution of the Board of County Commissioners prior to receipt of' any tax revenues collected pursuant to this ordinance. F. Pursuant to Section 125.0104 (3) (d). Florida Statutes, the Boa d of Count Co missi ners b an extraordinar vote hereby levies, sets and imposes an additional 1% tourist ~..evelopment tax to be collected in the same manner as the 2% tax collected pursuant to this Ordinance. SECTION TWO: Amendment to Section Three of Collier County Ordinance No. 92-60. Section Three i's hereby amended to read as follows: SECTION THREE: USE OF TAX REVENUES. A. The tax revenues received pursuant to this Ordinance and the tourist tax revenues previously collected from November 1990 to November 1991 pursuant to Ordinance No. 90-43 shall be u~ed to fund the Collier County Tourist Development Plan, which is ~ereby adopted as follows: TOURIST D YE ~PMENT PLAN '~'uuRIsT D YE~' The two percent (2%) tourist development tax shall be levied throughout Collier County beginning the first day of the second month following app.-o~a~ of this Ordinance by referendum. The tax district shall include the entire geographic area of Collier Count.,, Florida. The anticipated revenue for a two percent (2%) tourist development tax for all - 3 - Words ~ are added; words struck th~e~gh are deleted. of Collier county over a twentyrfour (24) month period is Seven Million Dollars ($7,000,000.00), less costs of administration. iThe additional one percent {1%) tourist development ta× shall be levied throuqhout Collier county beqinninq the Firs! day of January. 1996 a~d terminatiDq on December 3~, 1999. Th.'. tax distr~ct shall include the entire qe~raphic area . o~ Collier county, Florida. 1. The categories of use of the two percent (2%)' tax revenues by specific project or special use are hereby listed in the order of priority and include the approximate cost or expense allocation for a twenty-four (24) month period for each project or use as follows: CATEGORY A - To finance beach improvement, main- tenance, renourishment, restoration and erosion control, including pass and inlet maintenance. Approximate cost or expense allocation Percentage of Net revenue CATEGORY B - $4,200,000 60% To promote and advertise county tourism within the State of Florida, nationally and internationally, which encourages tourism with an emphasis on off-season visitors to Collier County. Approximate cost or expense allocation Percentage of Net revenue $2,800,000 40% The percentage of net revenue within Category B shall be further specifically allocated as follows: a) For tourism advertising and direct marketing - $1,750,000 25% b) For local projects and/or activities which promote tourism - $1,050,000 15% It is the intent of this Or~,,ance that the above uses shall be funded separately, but simul%aneously in the above percentages regardless of the actual amount of net revenues collected. - 4 - Words underlined are added; words ~~gh are deleted. ~pon expiration of the additional 1% tour[st development tax as described in this plan, the Tourist Development Council av request the Board of County Commissioners to review the fundinq allocations at five year intervals. 2. The additional one Percent _(1%) tax revenues collecte,1 pursuant to Sectio~ Two (F) shall be used~to finance beacl% immrovemeDt~ maintenance, renourisbment, restoration an~l erosion control. · -~ ~. The revenues to be derived from the tourist developmen~ tax may be pledged to secure and liquidate revenue bonds in accordance with the provisions of Section 125.0104, Florida Statutes. Such revenue bonds and revenue refunding bonds may be authorized and issued in such principal amounts, with such interest rates and maturity dates, and subject to such other terms, conditions and covenants as the governing board Df Collier County shall provide. This paragraph shall be full and complete authority for accomplishing such purposes, but such authority shall be supplemental and additional to, and not in derogation of, any powers now existing or later conferred under law. ~ A. In the event bonds are issued by Collier County for any of the purposes enumerated by the Tourist Development Plan, t~e amount of tourist development tax receipts used to pay debt serwice on such bonds may exceed the percentages provided for the purpose for which such bonds were issued; provided, however, the maximum annual debt service on such bonds, together with any other obligations of Collier County which were issued to fina ~ce improvements for the same purpose and which are secured o~ the touris~- development tax, must not exceed the stated percentage of tourist development tax receipts provided in the Tourist Development Plan for such purposes, as calculated as of the date of sale of such bonds. Words ~nderlined are added; words ctruck ~h~-e~h are deleted. For purposes of-performing the calculations describud in this paragraph, the amount of tourist development tax receiDts shall b~ assumed to be the amount provided as such in Collier county's immediately preceding annual audit, plus, if the levy of such tax was imposed or increased subsequent to the beginning of the period which was audited, a~ amount equal.to the estimate by the County Manager of the moneys the County would have received if the tax imposition or increase had'been in effect during the entire audit period. At or prior to the issuance of bonds the County Manager shall provide a certificate as to the findings required in this paragraph, which certificate shall be conclusive as to all matters provided therein. B. The above and foregoing Tourist Development Plan may not be substantially amended except by ordinance enacted by an affirmative vote of a majority plus one additionaI member of the Board of County Commissioners. SECTION THREE: REPEAL OF ORDINARCE NO.' 95-46. Collier County Ordinance No. 95-46 is hereby repealed in its entirety. SECTION FOUR: CONFLICT A/~D SEVERABILITY. In the event this ordinance conflicts with any other o~dinance of Collier County or other applicable law, the more restrictive shall apply. If any phrase or portion of this ordinance is held invalid or unconstitutional by any court of competent jurisdiction, such 'portion shall be deemed a separate, distinct, and independent provision and such holdinc shall not affe:t the validity of the remaining portion. SECTIO~ }'IVE: INCLUSION IN THE CODE OF LAWS AND ORDINANC£~ The provl:~ions of this Ordinance shall become and be made ~ part of the Code of Laws and Ordinances of Collier County, Florida. The sections of the Ordinances may be renumbered or Words underlined are added; words ~~ are deleted. 'Florida. The sections of the Ordinances may be renumbered or relettered to accomplish such, and the word "ordinance,, may be changed to "section,,, "article,,, or any other appropriate word. SECTION SIX: EFFECTIVE DATE. This Ordinance shall become effective upon filing with the · Department of State and a certified copy shall be filed with the Department of Revenue within 10 days after the adoption of this Ordinance. PASSED'AND DULY ADOPTED by a vote of no less than a majority plus one of the Board of County Commissioners of Collier county, Florida, this _24th_ day of October. 1995. · ATTEST: / DWIGHT E'~' 'B.R. OCK, CLERK '" A" P~roved as"t0:~orm and legal suffidiency: uavl~ c. Weigel County Attorney BOARD OF C~OUNTY COMMISSIQNERS OF COLLIER% COUNTY, ~LORI~A IIFA~km'g844 This ordlnonce f led with Secreta ' the _~/~.~, ry of State'. Office the ~----22doyof~.~...,('~,, / ~ ~ fro__ ."'"agement of t~nt '"'~ r~c~lved th;~ ~7~ _-' - 7 - Words .undeFline~ are added; words =truek~gh 'are deleted. STATE OF FLORIDA) COUNTY OF COLLIER) I, DWIGHT E. BROCK, Clerk of Courts in and for the Twentieth Judicial Circuit, Collier County, Florida, do hereby certify that the foregoing is a true copy of: ORDINANCE NO. 95-56. Which was adopted by the Board of County Commissioners on the 24th day of October, 1995, during Regular Session. WITNESS my hand and the official seal of the Board of County Commissioners of Collier County, Florida, this 25th day of October, 1995. · DWIGHT E. BROCK Clerk of Courts and/Clerk Ex-officio to Board 0'£.' County CommissiOnerz.. Y: ureen Kenyon .' Deputy C1 '~rk'.. OI~DINANCE NO. 2 0 01- 3 ! AN oRDiNANCE AMENDING SECTION 126- 83 OF COLLIER COUNTY CODE OF LAWS AND ORDINANCES, ALSO CITED AS ORDINANCE NO. 92-60, A~ A~ENDED, RELATING TO THE L~--v~f OF A 2% TOURIST DEVELOPMENT TAX AND AN ADDITIONAL l~m TAX THROUGHOUT COLLIER COUNTY PURSUANT TO THE LOCAL OPTION TOURIST DEVELOPMENT ACT, SECTION 125. 0104, FLORIDA STATUTES, AS AMENDED, PROVIDING FOR AMENDMENT CONCERNING THE USE OF TAX REVENUES TO EXPAND THE USE 'OF THE 1~ TAX ENCOMPASSING., BUT' NOT LIMITING IT TO THE SAME USES AS THE 2~ TAX; C~ANGING T~E ALLOCATIONS OF THE 2~ TAX. PROVIDING FOR CONFLICT AND SEVERA~ILITY; PROVIDINQ FOR INCLUSION IN CODE OF LAWS AND ORDINANCES; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, Section 125.0104, Florida Statutes provides for the levy of a local option tourist development tax by any county; WHEREAS, the Board of County Commissioners enacted Ordinance ' No. 92-60, which levied and imposed a tourist and development tax throughout Collier County for the purposes permitted in Section 125.0104, Florida Statutes, as amended, and to utilize previously collected tourist development taxes as authorized by Chapters 92-175 and 92-204, Laws of Florida, enacted by the Legislature at its regular session of 1992; and WHEREAS, the Board of County Commissioners of Collier County, by an extraordinary vote, desires to a/nend the uses of tax revenue and the tourist development plan to provide for coextensive use of Category A of the two percent (2%) ta~n~the one percent (1%) tax and to change the allocations of th~%~ax; and WHEREAS, the proposed araendment s were ~r .sent~t .~p~rov .... ' ' ~ o~ a~ ~ =u Dy the Collier County Tourist Dev-- ~opmen~ NCW, THEREFORE, BE IT ORDAINED COM~ISSIONERS OF COLLIER COUNTy, her,eby amended to read as follows: BY THE BOARD OF COUNTY FLORIDA that Section 126-83 is SECTION ONE: AMENDMENTS. Se~. 126-83. Uses of tax revenues. Words d-ql~Jjzl.~ are added; words s~,aek-~,h arc deleled. (a). The tax revenues received pursuant to this division e~ ................. Durzuant ................... article, shall be used to fund the county tourist development plan, which is hereby a~ended ~ as follows: Tourist Development Plan The two percent tourist development tax =hall ~e wa___~s levied throughout Collier County beginning the first day of the second month following approval of this Ordinance by referendum. The tax district shal~ include~ the entire geographic area of Collier County, Florida. The anticipated revenue for a two percent tourist development tax for all. of Collier County over a 24- month period ~-~ was Seven Million Dollars ($7,000,000.00), less costs of administration. The additional one percent tourist development tax ~ was levied throughout Collier County beginning the first day of January, 1996 ~-~ A--' · .... t ..... Inatln~ c, ~. ~-~ A e majority of the electors of Collier County voting in a straw referendum election approve~ the continuation of the additignal one percent tourist development tax prior to June 30, 2000, thcn therefore the additional one percent touris~ development tax shall continue until terminated by an amendment to this ordinance. The ~ax district shall include the entire geographic area of Collier County, Florida. (1) The categories of use of the two percent and one DerceD~ tax revenues by specific project or special use are hereby listed in the order of priority; CA TEGOR t' A - To finance beach.park facil, ties or beach improvement; maintenance, renourishment, restoration and erosion control, including pass and inlet maintenance shoreline protection, ' enhancement, cleanup or restoration of inland lakes and rivers to which there is Public access as these uses relate to the physica~ preservation of the beach, shoreline or inland lake or river. Percentage of Net revenue q~% i Q_~ of the 2% tax and 100% of the 1% ta~, - 2- Wordsunderlin~areaddcd;words~,eek_~t~aredele~ed. CA TEGOR Y B - CATEGORY C - reduced by the amount required for C~tegory D. To promote and advertise county tourism within the State of Florida, nationally and internationally, which encourages tourism with an emphasis on off-season visitors to Collier County. The guidelines for Category B funding are attached as Exhibit "A" and incorporated herein. However, if tax revenues are expended for an activity, service, venue or event, the activity, service, venue or event shall have as one of its main purposes the attraction of tourists as evidenced by the promotion of the activity, service venue or event to tourists. ' Percentage of Net revenue 30% ~9% 23.23~% of the 2% tax~cducc~ by ~ '" ~--~ ~cun~ To acquire, construct, extend, enlarge, remodel, repair, improve, maintain, operate or promote one or more County owned museums or museums that are owned and operated by not for profit organizations and open to the public. Percentage of Net revenue C~unty C~.~!s~ icncrs cnch .... yoar, r.,, ~ ........ pcrccnt~ 9f the 2% ta~. This amount may be ~ended upwardly or downwardly' prospeCtively from the date of the budget amen~ent approval, provided that the amount of the aggregate allocation per fiscal year budget ~en~ent does not exceed ~ 26.764% of the 2% tax. Sub-categories: ~ounty Q~ed and 0Perater~ ~useums o~ed and oDerate~-~ bv non-Droflt organizations o~e~ tQ ~ublic; 7,764~ CATEGORY D - To acquire, construct, extend, enlarge, remodel, repair, improve, maintain, operate or promote one or more fishing piers which are publicly owned and operated. Percentage of Net revenue Amount budgeted for this Category by the Board of County Commissioners each 3- Words~nderlin~a~added;wo~ssteut. lethn~a~dele~d. fiscal year, but not to exceed $200,000. This amount may be amended upwardly or downwardly prospectively from the date of the budget amendment approval, provided that the amount of the aggregate allocation per fiscal year does not exceed $200,000. It is the intent of this division that the above uses shall be funded separately, but simultaneously in the above percentages regardless of the actual amount of net revenues collected. It is the intent of this division that the above uses shall be funded separately, but simultaneously in the above percentages. regardless of the actual amount of net revenues collected. (2) The additional one percent tax revenues collected pursuant to Section 126-82(f) shall be used to finance ~ facilitiesL beach improvement, maintenance, renourishment, restoration and erosion control includinq pass and inlet maintenance shoreline rotection enhancement c e nu or restorazion of inland lakes and rivers t which.there is ublic access as these uses relate to the physical preservation 6f th~ beach, shoreline or inland lake or river. (3) The revenues to be derived from the tourist development tax may be pledged to secure and liquidate revenue bonds in accordance with the provisions of Section 125.0104, Florida Statutes. Such revenue bonds and revenue refunding bonds may be authorized and issued in such principal amounts, with such interest rates and maturity dates, and s~bject to such other terms, conditions and covenants as the gox'~rning board of Collier County shall provide. This paragraph shall be full and complete authority for accomplishing such purposes, but such authority shall be supplemental and additional to, and not in derogation of, any powers now existing or later conferred under law. (4) The event bonds are issued by Collier County for any of the purposes enumerated by the Tourist Development Plan, the amount of tourist development tax receipts used to pay debt Words ~ are added; words :::-'-';k ..... '--',,,, are deleted. service on such bonds may exceed the percentages provided for the purpose for which such bonds were issued; provided, however, the maximum annual debt service on such bonds, together with any other obligations of Collier County which were issued to finance improvements for the same purpose and which are secured by the tourist development tax, must not exceed the stated percentage of tourist development tax receipts provided in the Tourist Development Plan for such purposes, as calculated as of the date of sale of such bonds. For purposes of performing the calculations described in this paragraph, the amount of.tourist development tax receipts shall be assumed to be the amount provided as such in Collier County's immediately preceding annual audit, plus, if the levy of such tax was imposed or increased subsequent to the beginning of the period which was audited, an amount equal to the estimate by the County Manager of the moneys the County would have received if the tax imposition or increase had been in effect during the entire audit period. At or prior to the issuance of bonds the County Manager shall provide a certificate as to the findings required in this paragraph, which certificate shall be conclusive as to all matters provided therein. ~ (b) The above and foregoing Tourist Development Plan may not be substantially amended except by ordinance enacted by an affirmative vote of a majority plus one additional member of the Board of County Commissioners. SECTION TWO: CONFLICT AND ~EVERABILITY. In the event this ordinance conflicts with any other ordinance of Collier County or other applicable law, the more restrictive shall apply. If any phrase or portion of this ordinance is held invalid or uncoKstitutional by any court of competent jurisdiction, such portion ~hall be deemed a separate, distinct, and independent provision and such holding shall not affect the validity of the remaining portion. : SECTION THREE: INCLUSION IN THE CODE OF LAWS AND ORDINANCES. The provisions of this Ordinance shall become and be made a part of the Code of Laws and Ordinances of Collier County, Florida. The sections of the Ordinances may be renumbered or relettered to 5- Wordsunderlinedareadded;words~aredeleted' accomplish such, and the word ,,ordinance,, may be changed to "section,,, "article", or any other appropriate word. SECTION FOUR: EFFECTI~ DATE. This Ordinance shall ~become effective upon filing with the Secretary of State and a certified copy of this Ordinance shall be filed with the Florida Department of Revenue within 10 days after the adoption of this Ordinance. PASSED MD DULY ~OPTED by a vote of a majority plus one of the Board of County Co~issioners of Collier County, Florida, this . day of q , 2OOl. ... ~ES~:.. '~. ~.,. ~..,'~i~iGH~'~]~k%~ BO~DOFCO~TYCO~ISSIONERS ~.:~,...:-...¢' ~'~...~%, CLERK OF COLLIER COUNTY, LORIDA "Ap~rQ~e~,¢"~s. to form and l~gal.~.. .sufficiency: I~ q~?line Hubbard Robinson ~siftant County Attorney H/~ucki '~Ordina~¢e/Amcnd. Ord, 92-60-~s~r 05/16/01 1'~i~ c)~d~ncx~c, flied with ~e of Slate's Office and ac~d~ment of ~at fili~ r~elv~ this P ~ ~y Words underlitl~, are added; words ~ are deleted. STATE OF FLORIDA) COUNTY OF COLLIER) I, DWIGHT E. BROCK, Clerk of Courts in and for the Twentieth Judicial Circuit, Collier County, Florida, do hereby certify that the foregoing is a true copy of: ORDINANCE NO. 2001-31 Which was adopted by the Board of County Commissioners on the 12th day of June, during Regular Session. WITNESS my hand and the official County Commissioners of Collier County, of June, 2001. seal of the Board ~. ~ ~' Florida, this lSt~ay~ ~ ----4 ~"~'~' ~. BROCw '~;.'~ i~r~,;~t~,.'.?~.".~...'~,~.~'' ~ ~ ,_ - -- .~,.~.?,?~~.~.~ ,~' ,,, ,. ~e ~-:d~.a, '..,:?.!.~%.i~ ~?~..~ ~ ~.~.~,:, r~ oz Courts a~'~',~,- ..... '~'".::~.' _ . .~:.~-~ .~-... .... ~.., %~,, .~: EX offlclO tm ~--~'~:~.~-'~'",.,~' "'~;%t~,c~,'~:. Deputy Clerk '., '"' ~:'",~,,,~,'~"?" EXECUTIVE SUMMARY ADOPT A POLICY ESTABLISHING A RATIONAL FUNDING NEXUS BETWEEN PUBLIC BEACH USE AND RENOURISHMENT FOR TOURIST DEVELOPMENT FUNDS. OBJECTIVE: To protect the viability of the beaches while providing the community with public access. CONSIDERATION: State Statute allows for the use of tourist development funds to suppo~ the renourishment and maintenance of beaches and the acquisition of beach access. Historically, Collier County has utilized this fund to renourish beaches throughout the County with limited funding dedicated towards acquisition. Recently, however, this fund has become more competitive as funding requests have begun to exceed the available funding resource. Presently, the Coastal Advisory Committee prioritizes recommendations regarding renourishment projects, the Parks and Recreation Advisory Board prioritizes recommendations on Park projects, and the Tourist Development Council prioritizes the two sets of recommendations and makes a final recommendation to the Board based upon the level of available funding. However, there is no policy guiding the priorities between the various interests. The attached policy addresses this issue. Recognizing that renourishment and maintenance of the beach is predicated on the notion that the public should be able to enjoy it, this policy dictates that the amount of available funding for renourishment is directly correlated to the amount of public access to that stretch of beach. In instances where there is limited access, the policy recommends that funding should be dedicated toward the acquisition of additional access consistent with the County Beach Access and Boat Launch Master Plan. Specifically, the proposed policy provides percentages of funding based upon access. Use is defined as access - the ability to park at the location and the amount of available amenities on site. For instance, an area of beach where there is only a beach walkover, but no parking or restroom may only constitute a 25% contribution, with the area property owners paying for the remaining 75% of the renourishmcnt. Conversely, a hotel or public beach access such az Vanderbilt Beach would receive 100% funding. This plan is consistent with State and Federal guide]iD~s in that it encourages access within every ½ mile ofbeach. This plan is also consis,e~lt with the Tourist Development Council's recent recommendation to identify altemati ,: funding sources to leverage against TDC revenues. The County is not presently parti :ipating in the Federal funding program and is limited at the State level because ofthe lack of public beach access. Ifthis policy is passed, however, and additional access is purchased in key locations as outlined No,_/O _ MAY 2 ? pg, / in the Master Plan, the County will b~eome more eligible for these grants and will' therefore be able to fund additional renourishment projects in the long mn. Beach access is a finite resource and thc opportunities will diminish the longer the County waits to acquire needed property. At the same time, there is no dedicated funding source for this acquisition, lfthe need is not addressed in the near future, the County will be significantly hampered in leveraging Federal grants. FISCAL IMPACT: Funds are available in the Tourist Development fund, Category "A" funding and will not change as a result of this policy. GROWTH MANAGEMENT: This is consistent with the Growth Management Plan Conservation and Coastal Management Element, Section 10.2 which states "The County s hall continue t o ensure t hat access t o beaches, shores, a nd waterways remain available to the public and continue with its program to expand the availability of such access and a method to fund its acquisition." And "Evaluate appropriate public access intervals for renourished beaches considering the demand for recreation and the ability of the natural system to support the demand. If existing access is not sufficient, then the County shall acquire additional access points as a part of the renourishrnent project." RECOMMENDATION: policy. That the Board of County Commissioners approve this PREPARED BY: John Du~uck, Administrator (] ~tvision of Public Services DATE: ~C-'[zl }o? APPROVED BY: DATE Ron Hovell, Coastal Projects Manager Division &Public Utilities APPROVED BY: James Delony, Administrator Division of Public Utilitie: DATE Agenda I~t. · m No. NIAY 2 7 2003 COLLIER COUNTY TOURIST DEVELOPMENT TAX FUNDING POLICY FOR CATEGORY 'A' PROJECTS Authority,: Florida Statute FL Statute 125.0104(5)(a)4: "To finance beach park facilities or beach improvement, maintenance, renourishrnent, restoration, and erosion control, including shoreline protection, enhancement, cleanup, or restoration of inland lakes and rivers to which there is public access as those uses relate to the physical preservation of the beach, shoreline, or inland lake or river." Purpose: Beaches and passes are primary resources for attraction of tourists. Therefore, the care and maintenance of these resources is a primary goal of tourist tax expenditure. Elieible Activities: - Beach access acquisition Beach park facilities improvement - Maintenance of public bridges and public walkovers - Beach restoration and renourishment, including design, permitting, etc. - Beach erosion control structure construction Beach cleaning, raking and grooming Beach access acquisition and improvement - Beach park improvements - Pass management, dredging and maintenance (sand placed on the beach) Design and engineering for beach renourishment and pass dredging projects including all permitting functions incidental to those projects Cost of follow-up management and monitoring studies Priorities and Fundin~ Philosophy: Public use is paramount. Acquiring, developing, and improving beach access and parks is the highest priority. Beach maintenance is the second priority and though storm and erosion protection for properties adjacent to beaches are important, they are not the focus of tourist tax funds. The various calculations and percentages that follow are to determine the tourist tax funding amount only and are not meant to impose any particular cost-sharing formula on property owners. I. BEACH ACCESS ACQUISTION The priority of beach access acquisition and access improvement will be determined by the policies, goals, and objectives established in the Beach Access and Boat Launch Master Plan as adopted by the Board of County Commissioners, effective per Resolution. II. EXISTING BEACH ACCESS / i,EACH PARK FACILITIES Public access is the focal point of the state and federal cost-sharing programs. The Collier County Growth Management Plan, Section 10.2 states "If existing access is not sufficient, then thc County shall acquire additional access points as a part ofthc/~ Agenda ~em · No. /~ _ ?lAY 2 7 2003 renourishmcnt project." In order to leverage non-local funding, it is critical that public access development take precedent over all other eligible categories. BEACHES The beaches adjacent to the following categories of upland properties (including adjacent properties within distances addressed below) are considered the primary goal of tourist tax funding: - Public beach parks and lands - Hotels The more use (setting up with chairs or blankets, etc.) a particular stretch of beach receives, the more likely people will walk to find an open area. While walking along the shoreline is common, this is not the primary definition of beach use. Beach use is driven by the availability of access whether by parking, access points near residences, hotel guests, or beach residences. Accordingly, the following shoreline distances will be considered the highest priority for funding (reference to public land does not include state-owned land seaward of the Erosion Control Line but rather to property adjacent to the beach): For public beach access points with at least 100 public parking spaces as well as restroom facilities, one half mile along the shoreline in each direction from the property lines of the beach access point, including the length ofpublic land along the shoreline. For public beach access points with less than 100 public parking spaces or without restroom facilities, 1,000 feet in each direction from the property lines of the beach access point, including the length of public land along the shoreline. For public lands without adjacent parking, the length ofpublic land along the shoreline. For hotels, the length of the hotel property along the shoreline. Beaches are typically maintained in zegments rather than property-by-property (a segment is defined as one continuous length of beach planned for maintenance, not inlet to inlet). Beach projects will be funded using the percentages below to calculate the tourist tax share of the project costs. The remaining project costs are to be cost-shared as determined by the beach segment ~'dj'.cent property owners and the Board of County Commissioners. Agenda ~_.~m No. La MAY 2003 pg.'q ~ ~.j Tourist taxes will fund all project costs for public and hotel properties. 1. Properties within the distances above (1/2 mile or 1,000 feet): Up to* 100% of the project costs 2. Properties in a beach segment with the highest priority properties and in between two of the highest priority public properties but outside the distances above: - For multi-family residences, up to* 90% of the related project costs - For single-family residences, up to* 75% ofthe related project costs - For other properties, up to* 50% of the related project costs 3. Properties in a beach segment with the highest priority public properties but outside the distances above: For multi-family residences, up to* 75"/0 of the related project costs For single-family residences, up to* 60% &the related project costs For other properties, up to* 50% &the related project costs 4.. Properties in a beach segment without any of the highest priority public properties: For multi-family residences, up to* 30% of the related project costs For single-family residences, up to* 25% &the related project costs For other properties, up to* 20% of the related project costs * based on funding availability, percentages may be lowered proportionally (any state or federal funding participation will be treated as reimbursement to the Tourist Tax funds) PASS MANAGEMENT~ DREDGING AND MAINTENANCE Dredging will only be considered for placing sand on a beach. The percentage of Tourist Tax funds will follow the same funding calculations as beaches based on where the sand will be placed. Dredging will be accomplished efficiently and Tourist Tax funds wilt not be used strictly for navigation dredging. Sand by-passing, as recormaended in the inlet management plan, will be funded with Tourist Tax funds. If"o ~t of cycle' dredging becomes necessary to support navigation, either: 1) requirements fox z=nd by-passing, typically an available quantity to be dredged, will be reviewed for potent::dly shortening the cycle; or 2) Tourist Tax funds may be used based on the unit priee~ of the last previous dredging event and any excess costs will be absorbed by other funding. Agenda It:em ao.~O D HAY 2 7 2003 [PROPOSED] BEACH FUNDING POLICY AS RECOMMENDED BY CAC SEPTEMBER 11, 2003 Reference is made to the Report on Funding Policy for Beaches of Collier County prepared by the Collier County Coastal Advisory Committee on.August 12, 2003 and the TDC Sub- committee on August 21, 2003. 1. _Use of funds. The use of Category 'A' Tourist Development Tax Funds for beach renourishment, to the extent described below, shall precede the acquisition of additional beach access, based on the voters' intent in establishing the category 'A' funding and the need for beach access being dependent on an acceptable standard of shoreline beach. 2. Source of funds. Federal or State funds are desirable and should be diligently pursued but are a supplement to, not a basis for, category 'A' funding, due to the unpredictable availability, amount and timing of such funding. 3. ElieibilitF. Eligible beach areas qualify for category 'A' funding. An "eligible beach area" has: a. At least one public access point from a public street; and b. Is no more than one-half mile from a beach park facility, public access point, hotel, motel or is a vital area subject to abnormal erosion as recognized by the Coastal Advisory Committee, provided that if at least 80% of a beach area is classified as eligible, otherwise ineligible gaps will be deemed eligible. 4..Level of use. Eligible beach areas are classified according to use. a. "High use" is an eligible beach area within one-half mile of a hotel, motel, designated public parking or public shuttle drop-off point. b. "Low use" is an eligible beach area outside the limits for high use, provided that if at least 80% of a beach area is classified as high use, low use gaps will be deemed high use. 5. Level of service. Eligible beach areas qualify for category 'A' funding based on use. a. An eligible low use beach area qualifies for "minimum maintenance," meaning renourishment sufficient to provide minimum shoreline protection fera projected period of five years, in,'luding maintenance, monitoring and testing on a periodic .~asis as needed. b. A.q eligible high use beach area qualifies for full renourishmoat, meaning additional renourishme~J( intended to enhance beach width for recreational or other- public purpose. c. Additional Category 'A' funding may be provided for eligible low use beach areas for renourishment in addition to minimum maintenance, provided that at least 60% of the incremental cost is funded by private or other non-County sources. 6. ,4dditiottal uses. The use of category 'A' funding for the acquisition and development of additional beach access with category 'A' funding is encouraged' provided category remain after implementation of this policy. Exhi it 7. Grant Application Review. The Coastal Advisory Committee, in interpreting Ordinance 2001-03, will prepare and maintain a proposed annual spending plan for the use of Tourist Development Tax Category "A" funds, with a ten year projection. The proposed plan will be submitted to the BCC for their consideration and approval, via the TDC. This submission will coincide with the annual Collier County budget cycle. The Coastal Advisory Committee will review all requests for Tourist Development Tax Category "A" funds and make recommendations for approval, denial or modification to the BCC, via the TDC, consistent with the BCC established policy for use of these funds. NO. xhL~.-t~,C 0 2 2003 ,~. /¢' EXECUTIVE SUMMARY APPROVE A TOURIST DEVELOPMENT TAX CATEGORY "A" FUNDING POLICY FOR BEACH RENOURISHMENT AND BEACH PARK FACILITIES OBJECTIVE: To preserve, protect and enhance the coastal beaches and associated beach park facilities throughout Collier County. CONSIDERATIONS: At the October 14, 2003 County Commission meeting, the Board directed staff to propose a policy that governs the expenditure of Tourist Development Tax revenues for Category "A" beach renourishment and beach park facilities projects. The goal of this proposed policy, attached as Exhibit A., is to maintain and enhance the shoreline beaches and provide visitors and residents convenient public beach access and quality beach amenities. In order to achieve this goal, the proposed policy dedicates portions of Category "A" TDC funds to the specific program areas outlined below: a. Reserves for Maior Beach Renourishment Proiects Beginning in fiscal year 2006, (after the completion of the major renourishment project currently in planning and permitting) one million dollars each fiscal year shall be appropriated to a reserve for the next major beach renourishment project. b. Monitoring and Permit Compliance Beginning in fiscal year 2005, the costs of annual monitoring and other permit compliance requirements associated with approved beach renourishment and shoreline protection projects shall be cost-shared (if applicable) with TDC Category "A" funds comprising the same percentage appropriation as in the original project. c. Beach Renourishment Catastrophe Reserves Reserves for emergency beach renourishment in the event of a catastrophe shall be appropriated annually and accumulated in an ~mount not to exceed 10 million dollars. Two million dollars will be appropriated in fiscal year 2004 and five hundred thousand dollars each fiscal year thereafter, until a maximum of 10 million dollars is established. In the event of a catastrophe req, firing the expenditure of all or part of these reserves, five hundred thousand dollars v, ~11 continue to be set aside each fiscal year until the reserve is replenished. d. Beach Park Facilities Two million dollars each fiscal year shall be appropriated from Category "A" TDC funds for beach park facilities (including beach access property acquisition). This funding allocation shall be adjusted annually in an' amount equal to the percentage change in TDC Category "A" revenues. The proposed policy, attached as Exhibit A, incorporates elements from individual beach renourishment policy proposals previously prepared and submitted to the Board by County staff and the Coastal Advisory Committee. The original staff' policy proposal,, attached as Exhibit B, was developed to address the funding shortfall both for beach renourishment and public beach access acquisition. Staff's policy proposal essentially linked the expenditure of TDC Category "A" dollars for beach renourishment to the availability of public beach access. The staff funding proposal was based primarily on federal and State beach renourishment funding standards that outlined a public/private cost share arrangement for certain projects based on the frequency and quality of public access provided along a given section ofbeach. Conversely, the Coastal Advisory Committee proposal, attached as Exhibit C, placed a premium on beach renourishment over access. Eligibility for Category "A" beach renourishment funding was defined in a way that included virtually all shoreline beaches with full renourishment reserved for "high use" beaches and a lesser level of renourishment earmarked for "low use" beaches. The proposed staff policy, Exhibit A, attempts to strike an appropriate balance between the vital need to maintain and enhance the beaches with the equally vital need to provide convenient, useable public access to these same beaches. Clearly, the TDC dollars available to fund these initiatives are insufficient to fully accomplish both goals. For example, the dedicated annual appropriation proposed for beach park facilities will not provide sufficient funds to both build and improve parking facilities, restrooms, boardwalks, concession facilities, ere and also purchase enough property for additional access. In this respect, the Revenue Commission, as previously directed by the Board of County Commissioners, is in the process of reviewing potential alternative revenue sources for beach access. Conversely, the proposed funding allocations recommended in this policy will encourage additional public beach access or require project sponsorship for certain renourishment projects either by private or public interests along some segments of the shoreline beach. FISCAL IMPACT: The anticipated revenue for Tourist Development Tax Category "A" in fiscal year 2004 is $5.6 Million. The fiscal year 2004 budget, including reserves, is $19.1 Million. GROWTH MANAGEMENT IMPACT: The Growth Management Plan Conservation and Coastal Management Element, Section 10.2 states "The County shall continue to ensure that access to beaches, shores, and waterways remai,~ available to the public and continue with its program to expand the availability of such access and a method to fund its acquisition." That section further states, "Evaluate appropriate p~l~lic access intervals for renourished beaches considering the demand for recreation and the ability .of the natural system to support the demand. If existing access is not sufficient, the'a the County shall acquire additional access points as a part of the renourishrnent project." RECOMMENDATION: Approve the proposed Tourist Development Tax Category "A" Funding Policy attached as Exhibit A. OEC Sac-k W~rt, Tourism Dire¢lor REVIEWED BY: _ ~~~.~~ Date: n Hovell, P.E., Special Projects Manager REVIEWED BY: .,~,~ (~ ~ Date: J~hn Dunnuck, Public S~ervi~,es'~dministrator APPROVED BY:'"-'T">'~.=e, eX....) ~'~" ~ Date: ..----'~"Ja~es W. DeLony, P.E., Pub,,~ Utilities Administra-~or TOURIST DEVELOPMENT CATEGORY "A" FUNDING POLICY 1. Use of TDC Catego~. "A "funds. Category "A" Tourist Development Tax Funds shall be used for beach renourishment, beach maintenance, and beach park facilities including beach access acquisition. 2. Source qf other funds. Federal or State funds are desirable and should be diligently pursued. 3. Mandatory annual budget allocation of funds and maintenance of reserves. Catastrophe reserves shall be accumulated in the budget with SIM ~2-M) in 2004 plus $0.5M per year thereat~er re-~ ~x~ :~ ,mt~ e-~ ;., -~rm,: ~ .............., ~, ........... , etc. up to a maximum of $10M). In the event of a catastrophe requiring the expenditure of all or part of these reserves, $0.5M will continue to be set aside. Annual monitoring and other permit compliance requirements. Beginning with FY 2005, these costs shall be cost-shared (if applicable) with TDC Category "A" funds at the same percentage as the project. Major renourishment reserves shall be accumulated in the budget with $2M per year after the completion of the major renourishment project currently in planning and permitting (as of November 2003; projected to start setting aside funds in FY 2006). Beach park facilities (including beach access property acquisition) shall be funded at an average of $2M per year. This funding allocation shall be adjusted annually in an amount equal to the percentage change in TDC Category "A" revenues. e. Remaining funds may be used for eligible grant applications as outlined in the policy below. 4. Eligibifi~. Eligible beach areas qualify for Category "A" funding. An "eligible beach area" has: a. At least one public acct, zq point from a public street; and b. Is no more than one-half mile from a beach park facility, public access point, hotel, motel or is a vital tourism area subject to abnormal erosion, provided that if at least 80% c°a beach area is classified as eligib!.,,, )therwise ineligible gaps will be deemed eligible. 5. Level qfuse. Eligible beach arer: are classified according to use. a. "High use" is an eligible beach area within one-half mile of a hotel, motel, designated public parking or public shuttle drop-off point. b. "Low use" is an eligible beach area outside the limits for high Use, provided that if at least 80% of a beach area is classified as high use, low use gaps will be deemed high use. Exhibit A 6. Level of service. Eligible beach areas qualify for Category "A" funding based on use. a. An eligible low use beach area qualifies for "minimum maintenance," meaning renourishment sufficient to provide minimum shoreline protection for a projected period of five years, including maintenance, monitoring and testing on a periodic basis as needed. b. An eligible high use beach area qualifies for full renourishment, meaning additional renourishment intended to enhance beach width for recreational or other public purpose. c. Additional Category "A" funding may be provided for eligible Iow use beach areas for renourishment in addition to minimum maintenance, provided that at least 60% of the incremental cost is funded by private or other non-County sources. 7. Inlet Sand Bypassing. The bypassing of sand across inlets may be funded by Tourist Development Tax Category "A" funding provided the Inlet Management Plan recommends the bypassing and the sand will be placed on an eligible beach. No TDC Category "A" funding will be approved for dredging non-beach compatible material. Permit requirements, such as profile monitoring and beach tilling, will be funded the same way as the bypassing. 8. Shore protection structures and project sponsorship. Projects, including construction and maintenance of shore protection structures (groins, jetties, breakwaters, etc.), may be funded by Category "A" funding for eligible beaches. However, 'ownership' responsibilities must rest with an entity other than "Tourist Development Taxes" - i.e. there must be a project sponsor (private interests, taxing districts, municipalities or County Departments other than those funded with Tourist Development Taxes). 9. Grant Application Review. The Coastal Advisory Committee and the Parks and Recreation Advisory Board will prepare and maintain a proposed prioritized annual spending plan for the use of Tourist Development Tax Category "A" funds, with a ten year projection. The proposed plans will be submitted to the Board of County Commissioners (BCC) for their consideration and approval, via the TDC. These submissions will coincide with the annual Collier County budget cycle. The Coastal Advisvry Committee will review all requests for Tourist Develop nent Tax Category "A" funds, with ti,e exception of County maintained beach park facilities that will be handled by the Parks and Recreation Advisory Board. Both advisory boards will make recommendations for appi .~val, denial or modification to the BCC, via the TDC, cons~.tent with the BCC established policy tor use of these funds. -Z-03 03:~5P H&yo~ MAYOR BONNIE R. MACKENZIE VICE MAYOR GARY GALLEBERQ Chairman Henning: Bonnie R. MacKenz4e 94! 213-1010 CITY COUNCI£ P.02 R. JOSEPH HERMS WILLIAM R. MAcILVAINE CLARK RUSSELL PENNY TAYLOR TAMELA W[SEMAN November 7, 2003 On October I4% three members of the Collier County Board of Commissioners voted to reject a policy proposed by the Coastal Adv/sory Committee regarding the use of Category "A" Tour/st Development tax funds. A second motion directed the County Manager to disregard the recommendations of the Coastal Advisory Corem/tree and to resubmit thc county staff proposal which ranked beach maintenance secondary to beach access acquisition and limited the ava/lability of tourist development taxes for beach maintenance projects. During our meeting of November 7th, the members of the Naples City Council voted to notify you officially of our unanimous opposition to the actions of the Board of County Commissioners and to reaiTu'm our support for the policy proposed by the Coastal Advisory Committee. The Naples City'Charter mandates the condition of thc beach within thc jur/sdictional boundaries of the City of Naples to be the responsibility of the Naples City Council. We consider the r~,,~ifications of your actions to be unmistakable, serious and significant.. We will discun~..thia.~sue aga/n dur~ our November 17u~ workshop and our November 19m City CoUncil meet~.'ml~! hav~ asked .the City Mana&~r to prepare the necessary papers to reinstate the City's Beach Renouriahrnent Committee. · .' In the interim, we strongly encourage you to reconsider your decision. Very truly yours, Copy to: q Jnorable Members of the Board of County Commi~mioners l-~r.=,~orable Members of the Naples Ci~ Council He, lorable members of the Marco lsbmd City Council Cot~nty Manager Jim Mudd City Ma~tger Bob Lee City Manager B~ll Mona County Attorney David Weigel City Attorney Bob Pritt DEC - 2 2003 Po. \\ 735 mGHTH S'I'RI/HT SOUTH * NAPU/S, PLOP[DA 34102-6'196 T~-m~HONE (2391213.1000 * FAX (239)213-1010 November 13, 2003 Honorable Tom Hennlng, Chairman Collier County Board of Commissioners 3301 Tamiami Trail East Naples, Florida 34112 , Re: Funding Policies for Beach Maintenance Dear Chairma~J3-J'~ing~ ~ , On November 10, 2003 the Marco Island City Councit discussed the actions of the Board of County Commissioners taken on October 14ato reject the recommendations of two County advisory committees, regarding a funding policy for beach maintenance. The policy recommended by the Coastal 'Advisory' Committee and the Tourist Development Council was deemed by your appointed citizens to be a SignifiCant step forward in prioritizing beaCh funds and providing additional access with appropriate cost sharing. The Marco Island City Council was disappointed to learn that County Manager Mudd was directed to disregard the recommendations and' resubmit a staff proposal that ranked beach access acquisition a greater priority than beach maintenance. We believe the Board's decision is ,contrary to the will of the people who authorized the =stablishment of Category "A" Toudst Development Tax Funds by referendum for the purpose of beach renourishment and beach .maintenance. While we recognize ~he CAC' and TDC serve in an ad .viscry capacity,' we are s:urprised" I,tat recommended policies that 'received substantial ,, upport 'frOm citizens who have .? monstrated their technical expertise and-leadershl~ lq Collier County would be ¢~ ~tright rejected by the County Commission. We believe that the Board of County Commissioners Is acting on Incomplete information and flawed assumptions.that additional .access will receive.significantly more funding from federal and state governments for 'ourbeaches,. It. is.prudent to assume that our federal'and state governments, with their limited, funding .sources, Will · · J DEC - Honorable Tom Henning, Chairman November 13, 2003 Page 2 ~ .direct their resources to areas with Significantly greater Pri°titles. We believe the significant demand for federal and state dollars will diminish the opportunities for Collier County to receive grant support. Reliance on these soumes of funds is not a practical approach to plan and protect the beaches of Collier County. We also believe that the Collier County electorate supported TDC tax funds for beach renourishrnent and maintenance, and no[ for the purchase of property for public beach access. While the goal to acquire additional access may be considered a worthy goal, attaining that goal at the expense of beach renourishment and maintenance is not. We respectfully ask that the Board of County Commissioners reconsider its decision. Mich'a~t-F-. Mih'E'zzi, Jr. Chairman, Marco isl .and City. CoUncil MFM/bai cc: City Council Naples City Council Jim Mudd, County Manager Bob Lee, Naples City Manager DEC -,. 2~J November 17, 2003 Presidents Council Greater Naples Property Owners Association P.O. Box 1894, Naples, FL 34106-1894 NOV 2 0 20O3 County Commissioners Collier County Government Center 3301 U.S. 41 East Naples, FL 34112 Dear Commissione~. As you are probably aware, the Presidents Council of the Greater Naples Property Owners Association represents approximately 50,000 residents in Collier County, At its meeting on November 7, a motion was made and passed by a unanimous vote of the representatives present that the Association write to the Cotlier County Commissioners stating the Association's support of the Funding Policy for Catego~/A Projects proposed by the Coastal Advisory Committee to the Board of County Commissioners at its October 14, 2003, meeting. Although the Presidents Council generally supports the expenditure of funds where needed for beach access, such as improving the state parks and redudng fees, we believe that the tourist development tax was not crested for this purpose and was to be used for beach renourishment. We believe that any monies to be appropriated by the Commission for beach access should be done through a vote by the voters in Collier County, Your attention to this request is very much appreciated. Sincerely, Richard Laughlin, Chair c County Manager Jim Mudd .,'" Coastal Advisory Committee R~.GEIVED ~ MA/~GER OFFICE NOV Z 1 2003 COLLIER COUNTY BE~BLO~: ttil~ox, CO.!L*,;ITTEE N~.'-c City Hal: 735 Eighth Street, South Naples FL 34102-6796 November 18, 2003 The Honorable Tom Henning, Chairman Board of Collier County Commissioners 3301 Tamiami Trail East Naples, FL 34112 Dear Chairman Henning, The action taken by the Board of County Commissioners regarding a funding policy for beach maintenance is of serious concern to our coastal communities. We have formed a Beach Blue Ribbon Committee with representatives of 25 organizations and businesses from Vanderbilt Beach, Pelican Bay, Naples and Marco Island. Collectively, our committee represents over 50,000 people. The Committee strongly objects to the action of the Board of County Commissioners to divert Tourist Development tax Category "A" funds from beach maintenance to acquisition of additional public access. The Committee will vigorously oppose, politically and legally, any continued effort to divert funds for any non-beach maintenance purpose. The Committee highly recommends the Board of County Commissioners reconsider and adopt the policy proposed by the Coastal Advisory Committee and Tourist Development Council. Very truly yours, Vice-Mayor, City of Naples Chairman Xc: Collier County Commissioners Marco Island City Council Naples City Council Mr. James Mudd, County Manager Mr. Bill Moss, Marco Island City Manager Dr. Robert E. Lee, Naples City Manager Mr. Jack Wert, Tourism Director CL~Ss~cFlorida MEMORANDUM DATE: November 24, 2003 TO: FROM: SUBJECT: Board of County C.ommissioners Collier County, Florida Jack Wert, Tourism D~rect TDC Request At the regularly scheduled November 24, 2003 meeting of the Collier County Tourist Development Council (TDC), a recommendation was unanimously passed concerning the proposed Category "A" Beach Funding Policy. The TDC members requested a Resolution be sent to the Board of County Commissioners (BCC) requesting that their vote on the proposed policy be postponed until the December 16, 2003 BCC meeting. The TDC members felt that their statutory responsibility includes a review and resulting recommendation on all expenditures of tourist tax funds. The desire of the TDC is to review the proposed policy at the December 9 joint BCC/TDC work session and then make a recommendation to the BCC for further action at their December 16 BCC meeting. The TDC Resolution is attached. Convention & Visitors Bureau 3050 N. Horseshoe Drive #210, Na~es, FL 34104 T (239) 403-2384 · F (239) 434-5066 E jackwenOcolliergov, net· W wv~v. classicflofida.com DI:E - ~ Z~J RESOLUTION NO. 2003 A RESOLUTION OF THE COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL REQUESTING DEFERRAL OF BEACH POLICY. WHEREAS, the Tourist Development Council submitted a beach policy to the Board of County Commissioners; and WHEREAS, the Board of County Commissioners reviewed the beach policy from the Tourist Development Council and asked staffto revise it; and WHEREAS, the Board of County Commissioners is scheduled to review the revised beach policy on December 2, 2003. NOW, THEREFORE, BE IT RESOLVED BY THE TOURIST DEVELOPMENT COUNCIL, that the Tourist Development Council requests the Board of County Commissioners to defer the beach policy issue until full discussion of the Tourist Development Council and Board of County Commissioners takes place at the joint workshop scheduled for December 9, 2003. THIS RESOLUTION ADOPTED this 24m day of November, 2003, after a motion, second and majority vote favoring ~ame. ATTEST: DWIGHT E. BROCK, C.~.e~ k TOURIST DEVELOPMENT COUNCIL Deputy Clerk Approved ns to form and legal sufficiency: Heidi F. Ashton Assistant County Attorney By:. GARY GALLEBERG, Vice Chairman DEC - z 2. u3 0 GREATER NAPLES, MARCO ISLAND, EVER GLADES JOINT BCC/TDC WORKSHOP DECEMBER 9, 2003 Overall Goals Of Workshop ~- ;~ ~l I'llllllllllll Ill IIII ~,.~ 1. Review what we've done in the past year. 2. Examine some current markets and trends. 3. Examine some key economic indicators for tourism in Collier. 4. Look at our competitive position and comparative investment. 5. Look at 2004 planning. KEY RE COMMEND~i TIONS FROM 2002 tFORKSHOPS ........ Lll ~ ~ I II II irg ~lrfl11111 iiii i i * TDC Meet Monthly * New Tourism Office * Advisory Group * Research- ROI KEY RE COMMENDATIONS FROM 2002 WORKSHOPS * New Department Should Report to County Manager * Annual Workshop Update * The New County Tourism Office Should be A Convention & Visitors Bureau and a Staff Should be Hired. 2 '8 Other Key Recommendations Illl IIIII ~lll~lll II I I~'~[llr * Clear backdated invoices for payment. * Create Emergency Campaign. * Lease space and set up new CVB offices. , The County to re-evaluate current level of promotion investment to protect jobs and economy as compared to the tourism competition Recommended Measures of Success: * Average Daily Rate Growth * Occupancy Growth * Visitor Spending Growth * Tax Revenue Growth *Jobs Growth 3 The Competition' We're not the only place with warm weather, great beaches and exotic wildlife Costa Rica 4 8 I/ir~in Islands The SW Florida Gulp'Coast SA RAS.-~TA Florida's Cultural Coast' L ?: ?, ~I/.' L C~: ~',,;':'~', ~,': .'h~,',,;~'L ~'~Y. How Do l~Ve Compare?  ,,~ Our P~vestment in Marketing Versus Thei~s~ Tour~m Development Investment by Room by Cou n~ 700- 600~ / ~ : 500 ~ Budget per Room 400 ~ in USS 300 ~ -- 2OO ~ - 100 o" - Counties r~OW Do We Stack Up ? r Investment in Marketing Versus Theirs 6 The Original Purpose of the Tourist Tax itt Florida 1111 ...... ?.?,,m ,, Jill [~Bql "The original concept of levying a "bed tax" was to generate a dedicated source of funds to advertise and otherwise promote the growth of tourism in a specific area in order to fill more hotel and motel beds and generate local economic impact." 1997 Report on Florida's Tourist Related Taxes. Florida House of Representatives Greater Naples, Marco L¥1and, Everglades Our Marketing Plan For 2003 7 FUNDING LEVELS 3% Tax on Short -Term Accommodations- 6 Months or less · 66% to Beach Programs · 16% to Promotion & Administration · 18% to Museums IMARKE TING PRIORITIES ? .:~ JANUARY- SEPTEMBER '03 * Create One Message/Image for Collier * Initiate International Tour Operator Relationships * Create Regional Partnerships * Form Advisory Roundtable * Expand Co-Op Advertising/Trade Shows * Revise Grant Guidelines 8 Research Priorities-January- September'03 III I I ~'lll)l I1 II II I * Establish Baseline for Impact/Conversion Studies * Expand Profile Study- Personal Interviews *Average Visitation Spending * Conversion Cost- Print, Broadcast, Web * Expand "Worth of Tourism" * Qualitative Studies on the Brand Product Development January- September '03 * Establish Golf Package Wholesaler * Explore On-line Hotel Reservations * Film & Television In-House * Public Relations In-House * Create Visitor Guide * Create Meeting Planner Guide Support Services January- September '03 * Create Intern Program * Establish Volunteer Program * Explore "Bring Your Meeting Home" * Improve Fulfillment Reporting Community Advocacy Priorities January-September '03 · Create a National Tourism Week Campaign · Meet with Collier County Legislative Delegation · Enhance Awareness of the Worth of Tourism in Collier County · Create Good Will with Local & Regional Media 10 Partnership Priorities January- September '03 * Ft. Meyers International (RSW) Working Relationship * Partnership with Lee & Charlotte Counties for International Promotion * Trade Show Partnerships with Hotels ~ Mid-Range Marketing Goals * RFP for Marketing, Research, Fulfillment * Develop & Research New Brand & Positioning of Destination * Identify New Funding Sources 11 Mid-Range Research Goals Measure Tourism Jobs Impact Measure Savings to Residents from Tourism Document Quality of Life Contribution from Tourism * Expand Tourism's Role in County & Regional Issues * Establish County Voice in - Visit Florida & Tourism Commission - Florida CVB Association - International CVB Association 12 Mid- Range Product ~ Development Goals ~1] ...... * Expand Receptive Tour Operator Base * Develop Nature, Heritage, Cultural Packages * Sports/Special Event Development * On-line Sales Leads to Hotels * On-line Booking of Vacation Packages * On-Line Booking of Golf Vacations * International Representation · Long Range Partnering Goals * Native American Tribe Promotions * Other Florida Beach Destinations * Gulf Coast Partnership 13 WHAT DID WE ACCOMPLISH? STATE OF TO URISM Florida is still recovering Collier is Approaching Recovery International Recovering- UK promising Leisure Travel Still Down Group Meetings Increasing 14 S TRA TE GIC PAR TNERS * Advisory Roundtable * Hotels, Attractions & Shopping * Lodging Association * Visit Florida * Chambers of Commerce * Economic Development Commission * S.W. FL International Airport * Florida Gulf Coast University * Gulf Coast Partnership MISSION S TA TEMENT To be a year-round destination of choice for new and repeat leisure and business visitors to enjoy our many unique and memorable vacation experiences, world- class meeting, attraction and activity offerings, bringing positive economic growth and stability to Collier County. 15 VISION STATEMENT To be the most desirable and most recognized year-round tourism destination in the world. IMPA CT OF TOURISM * 1.3 Million Visitors (-0.9%) * $577 Million Spent (-0.8%) * $859,900 Economic Impact (-.008%) * $58 Million in Taxes (-0.2%) * 17,891 Direct Jobs (+2.3%) 21.6% of Total * $413 Million Payroll (+4.5%) * Saves Residents $506 in Taxes - Source: Research Data Services 2002 16 HO W WE PR OMO TE * One Destination- One Message * Paid Advertising * Public Relations * Trade Shows * Website: ~,~ ~, ~.ci,~st~ ~']~ tO,~,~, ! '~ * 800-688-3600 MARKETING STRATEGY [Ill Illi[ ill[ "~'~"'~! Shoulder & Low Season Promotions Maintain Year-Round Employment Hot Buttons - Time Poverty - Nature, Heritage, Culture - Safe, Family Destination - Getaways - Short Distance Drive Markets Target Feeder Cities/Regions · West Palm to Miami, Orlando, Tampa · N.E. - New Jersey to Massachusetts · Midwest- OI-I~ MI~ IN~ PA 17 MEDIA S TRA TE G Y- CONSUMER Newspaper Magazines Web Site Trade Shows Visitor Guide MED IA S TR,4 TE G Y- MEETINGS * Trade Shows * Meeting Planner Trade Publications * Meeting Planner Fams * Meeting Planner Guide * Web Site 18 MEDIA STRATEGY- * Golf Shows GOLF * Golf Publications * Web Site * GolfPac Wholesaler * Regional Promotion TOURISM WORKS FOR COLLIER COUNTY Naples Marco Island Everglades Working Together 19 TOURISM WORKS FOR COLLIER COUNTY Questions RESOLUTION NO. 2003- RESOLUTION OF THE COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS DESIGNATING THE COUNTY TOURISM DEPARTMENT OFFICE KNOWN AS THE GREATER NAPLES, MARCO ISLAND, EVERGLADES CONVENTION AND VISITORS BUREAU AS THE OFFICIAL COUNTY TOURISM PROMOTION AGENCY WHEREAS, On December 17, 2002, by Resolution No. 2002-501, the Board of County Commissioner's designated the new tourism marketing office of the County as The Greater Naples, Marco Island and the Everglades Convention and Visitor's Bureau, and WHERAS, the County Tourism Department was created for the purpose of tourism promotion by Collier County, and WHEREAS, the Board of County Commissioners desires to designate the Collier County Tourism Department office, which is currently known as The Greater Naples, Marco Island, Everglades Convention and Visitor's Bureau, as the Official County Tourism Promotion Agency pursuant to Section 125.0104(9), FS. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA, that, the Collier County Tourism Department office is hereby designated as the Official County Tourism Promotion Agency pursuant to Section 125.0104(9), FS. This Resolution adopted this __ day of December 2003 after motion; second and majority vote favoring same. ATTEST: DWIGHT E. BROCK, Clerk BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA Approved as to form and legal sufficiency: By: Tom Henning, Chairman Heidi Ashton Assistant County Attorney