BCC Minutes 09/07/2023 BSeptember 7, 2023
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TRANSCRIPT OF THE MEETING OF THE
BOARD OF COUNTY COMMISSIONERS
Naples, Florida, September 7, 2023
BUDGET HEARING
LET IT BE REMEMBERED that the Board of County
Commissioners, in and for the County of Collier, and also acting as
the Board of Zoning Appeals and as the governing board(s) of such
special districts as have been created according to law and having
conducted business herein, met on this date at 5:05 p.m., in SPECIAL
SESSION in Building "F" of the Government Complex, East Naples,
Florida, with the following Board members present:
Chairman: Rick LoCastro
Chris Hall
Dan Kowal
Burt L. Saunders
William L. McDaniel, Jr.
ALSO PRESENT:
Amy Patterson, County Manager
Edward Finn, Deputy County Manager
Jeffrey A. Klatzkow, County Attorney
Troy Miller, Communications & Customer Relations
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September 7, 2023
COLLIER COUNTY
Board of County Commissioners
Community Redevelopment Agency Board (CRAB)
Airport Authority
PELICAN BAY BUDGET AGENDA
Board of County Commission Chambers
Collier County Government Center
3299 Tamiami Trail East, 3rd Floor
Naples, FL 34112
September 7, 2023
5:05 PM
Commissioner Rick LoCastro, District 1; – Chair
Commissioner Chris Hall, District 2; – Vice Chair
Commissioner Burt Saunders, District 3
Commissioner Dan Kowal, District 4; – CRAB Co-Chair
Commissioner William L. McDaniel, Jr., District 5; – CRAB Co-Chair
NOTICE: ALL PERSONS WISHING TO SPEAK ON AGENDA ITEMS MUST
REGISTER PRIOR TO SPEAKING.
ANY PERSON WHO DECIDES TO APPEAL A DECISION OF THIS BOARD
WILL NEED A RECORD OF THE PROCEEDING PERTAINING THERETO,
AND THEREFORE MAY NEED TO ENSURE THAT A VERBATIM RECORD
OF THE PROCEEDING IS MADE, WHICH RECORD INCLUDES TESTIMONY
AND EVIDENCE UPON WHICH THE APPEAL IS TO BE BASED.
ALL REGISTERED SPEAKERS WILL BE LIMITED TO THREE (3) MINUTES
UNLESS THE TIME IS ADJUSTED BY THE CHAIRMAN.
IF YOU ARE A PERSON WITH A DISABILITY WHO NEEDS ANY
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September 7, 2023
ACCOMMODATION IN ORDER TO PARTICIPATE IN THIS PROCEEDING,
YOU ARE ENTITLED, AT NO COST TO YOU, THE PROVISION OF CERTAIN
ASSISTANCE. PLEASE CONTACT THE COLLIER COUNTY FACILITIES
MANAGEMENT DEPARTMENT LOCATED AT 3335 EAST TAMIAMI TRAIL,
SUITE 1, NAPLES, FLORIDA, 34112-5356, (239) 252-8380; ASSISTED
LISTENING DEVICES FOR THE HEARING IMPAIRED ARE AVAILABLE
IN THE COUNTY COMMISSIONERS’ OFFICE.
1. PLEDGE OF ALLEGIANCE
2. ADVERTISED PUBLIC HEARING – Pelican Bay Services Division Budget
Hearing
A. Executive Summary – Fiscal Year 2023 Pelican Bay Services Division
Budget
B. Public Comment
1) Dr Joseph Doyle – PBSD Budget
C. Resolution Approving the Special Assessment Roll and Levying the Special
Assessment against the Benefited Properties within the Pelican Bay
Municipal Service Taxing and Benefit Unit.
Resolution – 2023-148: Motion to approve by Commissioner Hall;
Seconded by Commissioner McDaniel - Adopted 5/0
3. Adjourn - Consensus
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September 7, 2023
COLLIER COUNTY
Board of County Commissioners
Community Redevelopment Agency Board (CRAB)
Airport Authority
BUDGET AGENDA
Board of County Commission Chambers
Collier County Government Center
3299 Tamiami Trail East, 3rd Floor
Naples, FL 34112
September 7, 2023
5:05 PM
Commissioner Rick LoCastro, District 1; – Chair
Commissioner Chris Hall, District 2; – Vice Chair
Commissioner Burt Saunders, District 3
Commissioner Dan Kowal, District 4; – CRAB Co-Chair
Commissioner William L. McDaniel, Jr., District 5; – CRAB Co-Chair
NOTICE: ALL PERSONS WISHING TO SPEAK ON AGENDA ITEMS MUST
REGISTER PRIOR TO SPEAKING.
ANY PERSON WHO DECIDES TO APPEAL A DECISION OF THIS BOARD
WILL NEED A RECORD OF THE PROCEEDING PERTAINING THERETO,
AND THEREFORE MAY NEED TO ENSURE THAT A VERBATIM RECORD
OF THE PROCEEDING IS MADE, WHICH RECORD INCLUDES TESTIMONY
AND EVIDENCE UPON WHICH THE APPEAL IS TO BE BASED.
ALL REGISTERED SPEAKERS WILL BE LIMITED TO THREE (3) MINUTES
UNLESS THE TIME IS ADJUSTED BY THE CHAIRMAN.
IF YOU ARE A PERSON WITH A DISABILITY WHO NEEDS ANY
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September 7, 2023
ACCOMMODATION IN ORDER TO PARTICIPATE IN THIS PROCEEDING,
YOU ARE ENTITLED, AT NO COST TO YOU, THE PROVISION OF CERTAIN
ASSISTANCE. PLEASE CONTACT THE COLLIER COUNTY FACILITIES
MANAGEMENT DEPARTMENT LOCATED AT 3335 EAST TAMIAMI TRAIL,
SUITE 1, NAPLES, FLORIDA, 34112-5356, (239) 252-8380; ASSISTED
LISTENING DEVICES FOR THE HEARING IMPAIRED ARE AVAILABLE
IN THE COUNTY COMMISSIONERS’ OFFICE.
1. ADVERTISED PUBLIC HEARINGS
A. Discussion of Tentative Millage Rates and Increases Over the Rolled Back
Millage Rates.
Presented by Ed Finn and Chris Johnson
B. Review and Discussion of Changes to the Tentative Budget
Motion to further discussed the Millage and brought as a “Walk-on
Item” at the September 12, 2023, BCC Meeting by Commissioner
Saunders; Seconded by Commissioner Hall – Approved 5/0
C. Public Comments and Questions
1) Keith Flaugh – 0 Tax Pledge, Real solutions, efficiency,
productivity
2) Tim Moshier, School Board Member – Ad Valorem
3) Dr. Joseph Doyle – PBSD Lighting Fund
4) Kathy Romandi – Big Corkscrew Park
5) Habviah Lohiya – Reconsider tax increase
D. Announcement of Tentative Millage Rates and Percentage Changes
in Property Tax Rates
Read into the record by Chris Johnson
E. Resolution to Adopt the Tentative Millage Rates -
Resolution 2023-149: Motion to approve by Commissioner McDaniel;
Seconded by Commissioner LoCastro – Adopted 5/0
F. Resolution to Adopt the Amended Tentative Budget -
Resolution 2023-150: Motion to approve by Commissioner Locastro;
Seconded by Commissioner Kowal – Adopted 5/0
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September 7, 2023
G. Announcement of Final Public Hearing as Follows:
Final Public Hearing on the FY 2022-23 Collier County Budget
Thursday, September 22, 2022
5:05 p.m.
Collier County Government Center
W. Harmon Turner Building (F)
Third Floor, Boardroom
Naples, Florida
2. Adjourn
September 7, 2023
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MS. PATTERSON: Chair, you have a live mic.
CHAIRMAN LoCASTRO: Good evening, everyone.
COMMISSIONER McDANIEL: Good evening.
CHAIRMAN LoCASTRO: Oh, thank you, sir.
All right. County Manager, let's dive into it. We've got
everybody here.
MS. PATTERSON: Commissioners, let's -- welcome to your
first of your budget hearings today, Thursday, September 7th at 5:05.
We'll stand for the Pledge of Allegiance.
(The Pledge of Allegiance was recited in unison.)
MS. PATTERSON: Commissioners, we're going to start this
meeting with Pelican Bay Services. We're going to -- the meeting's
going to be broken into two parts, the first being Pelican Bay
Services. We'll then adjourn and then move to the other portion
having to do with the rest of the county budget.
So with that, we're at Item 2, the advertised public hearing,
Pelican Bay Services Division budget hearing, and I will hand this
over to Mr. Finn to start.
MR. FINN: Thank you, ma'am.
Thank you, Commissioners.
Edward Finn, Deputy County Manager. Assisting me today or
actually running the show behind the scenes is going to be Chris
Johnson, our budget director. He's going to be at the podium and
handling the questions that confuse me too much.
Tonight we're going to look at Pelican Bay Services Division
budget. We are seeking to adopt a resolution approving levying the
special assessment roll for that district, and then we'll be looking at
the Board of County Commissioners' budget. We'll be discussing
the tentative millage rates. We'll discuss changes to the tentative
budget. Chris will read for us, into the record, the millage rates.
We will then adopt a tentative millage rate resolution, a tentative
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budget resolution, and announce the time and place for the final
public hearing for the budget. This is the first of two.
There will be an opportunity for public comment for both the
Pelican Bay budget hearing and the BCC budget hearing. Agenda
and speaker slips are available in the hallway. Anyone interested in
addressing the Board regarding the budget must complete a slip and
provide it to Mr. Miller across from me. He will collect those slips
and announce the names.
With that, we'll lurch into the Pelican Bay Services budget.
That's our first item on the docket.
Mr. Dorrill is here to describe his budget, and I'll be happy to
turn the microphone over to him if he pleases.
MR. DORRILL: Good evening, Commissioners.
I've been asked to provide an overview of this budget for you.
The Pelican Bay Services Division budget is somewhat unique in that
it uses both the combination of an ad valorem millage as well as a flat
rate of assessment, a non-ad valorem assessment as prescribed by
Florida Statute Chapter 197 that you do under a separate agreement
with the Property Appraiser.
But in this case, every unit or equivalent residential unit in the
community is charged the same rate. The total number of assessable
units for the coming year is 7,660, rounded up. And in this
particular case, the total operating budget for the division or the
District for the coming year is $8,065,000. That includes both
transfers as well as the required reserves in accordance with the
Board's fiscal policy.
The division has a number of operating and capital funds that
include both a landscape enhancement and a water management
operating account. Additionally, there is a separate taxing district,
Ad Valorem Taxing District Fund 778, that we use primarily to pay
for their streetlighting program. They own and operate their own
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streetlights in accordance with the Board's policy.
Next year the primary source of revenue is the non-ad valorem
assessment. It is budgeted at $5,215,000. That represents a
6.4 percent increase over the current year. Additionally, we're
spending down some of the fund equity or carryforward from the
prior year. The total amount of carryforward funds to be spent this
year, $2,075,900.
As I indicated, there is a 6.4 percent increase in the assessment.
Works out to about $5 per month or $60 per year. The total
assessment for the coming year on an equivalent residential basis is
$935.
There's also a capital program. They charge a separate
assessment for their capital program in addition to the Clam Pass
ecosystem that they are responsible for in the Natural Resource Area,
the first one in Collier County's history. There is a separate amount
for capital improvements. The assessment in that case is $1,946,400
total. That is a 9 percent increase next year.
There's also some loan proceeds. Earlier this year the Board
authorized a commercial paper loan equivalent program. We made
application for that. The District's maintenance and operating
facility was essentially destroyed in Hurricane Irma. And while we
have some insurance proceeds and we hope to get some FEMA
reimbursement from Hurricane Irma, we do have a bid that the Board
will consider and reward as early as next month to replace that
facility. So we're also programming about $4 million in proceeds
from the commercial loan in order to complete that program.
Finally, because Clam Pass does provide an urban area benefit,
we receive an annual subsidy from Fund 111, which is the County's
Unincorporated Area General Fund, and next year that is
programmed to be $520,000.
As you know, and certainly Commissioner Hall knows, you
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have a very active advisory board there that consists of both
commercial property owners as well as residents, and they have
organized themselves amongst a number of operating committees,
and they actually have a budget and finance committee that spent
months working with staff in this case to develop the operating and
capital budget for next year, and I'm very happy to say that not only
are they engaged, but this year's budget comes to you on a unanimous
vote and recommendation for approval from both the budget and the
finance committee and the full board, which consists of 11 people.
So with that, I'll pause. I don't know if Mr. Finn has anything
in addition. At the appropriate time, though, we do need a motion to
authorize the Chairman to execute the resolution both approving the
final budget and the associated assessment roll of 7,700 properties
that gets electronically transmitted to the Property Appraiser and
combined with the tax bill when it goes out in November.
CHAIRMAN LoCASTRO: Commissioner Hall.
COMMISSIONER HALL: Thank you, Neil.
I do have a question. So this comes with public support from
those committees, or is it just those committees saying this is the way
we're going to do it and this is what we're going to ask for?
MR. DORRILL: No. There's both a committee and then
there's the full board, advisory board, and both of them considered
the budget earlier at the end of the spring and the beginning of the
summer, and in both cases, they voted unanimously to recommend
this for approval.
COMMISSIONER HALL: Okay. You know, me being new
looking at this like I would as a business, I see every year this thing
inches up. It just inches up, it just inches up, it just inches up. Then
Irma came, and there was a big boom, and then it went back down a
little bit, and it's inched up, it's inched up, it's inched up. Is this
going to continue, or is this thing looked at every year like what
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actual costs are, or is this -- I'm just curious. When I see the inch up,
inch up, inch up, I get concerned.
MR. DORRILL: I think that's a valid concern. In this case I
think the big differentiation is twofold. We undertook a market rate
adjustment for salaries last year. The board has heard that
repeatedly over the course of the workshops and whatnot that they
had.
We have a very blue-collar workforce there. The
groundskeepers that work there -- the landscapers and the
groundskeepers are, you know, entirely within the blue-collar sort of
work group that is there. They were woefully underpaid. And I'll
just -- I'll be honest with you. I never thought I'd see the day in our
community where entry-level salaries in the marketplace for
semi-skilled landscape labor are $18.50 per hour, and this is what I'm
currently paying across the street at Pelican Marsh in the CDD that's
there with a $1,000 signing bonus and a $1,000 retention bonus after
six months, and I've got four vacancies within that workforce. And
so we've had a substantial increase in our labor burden for salaries
and the associated benefits.
And then, frankly, this board has been pretty aggressive in the
last two years on the capital improvement side. We've had any
number of capital improvement projects to fix some drainage issues
that have affected this community.
We have a $7 million sidewalk replacement project that is
currently underway in the community to replace all the sidewalks in
Pelican Bay over the course of a two-year period. And then, third,
we do need to replace the operation and maintenance facility that had
four feet of saltwater after Hurricane Irma. Those are the principal
reasons for the increase.
The chairman of our current board is also the chairman of the
budget and finance committee. He spent his entire life in corporate
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America in finance and accounting. And I'm just -- I would submit
to you, they spent months developing this -- this budget, and so it
comes to you with their recommendation.
COMMISSIONER HALL: Okay. And then the other
thing -- and this is non-ad valorem, so whether you have a $1 million
condo or a $10 million house, you pay the same amount?
MR. DORRILL: $935. And, you know, honestly, that's a
good question. This comes up a lot. It also applies to all of the
institutional and commercial and private country club. The Club at
Pelican Bay is the single largest payer and source of this money.
The Archdiocese of Venice.
COMMISSIONER HALL: I saw where you were taxing God.
MR. DORRILL: Taxes, the Catholic church there on Seagate
Drive, and they pay that, Artis-Naples pays an equivalent residential
component, as do all of the banks and the shopping center. And so
the methodology that we have applies it on an equivalent residential
unit basis or an acreage basis based on the intensity of use. The
ad valorem side, the streetlighting side, though, is ad valorem-based.
It's less than a million dollars total revenue on assessed value this
year that's almost $9 billion.
COMMISSIONER HALL: Has there been any
consideration -- I mean, the reserves are rather large. Has there been
any consideration to take some of those reserves and use that for
capital improvements?
MR. DORRILL: Well, yes, sir. As I said, we're spending that
money down. This particular year we're forecast to spend
$2,609,000 of the fund balance in support of current capital
improvements and operations. Next year, the same source of
funding will be $2,075,900. And so over the course of just two
years we're spending up $5 million worth of fund equity in support of
these capital projects and the other operating costs that I alluded to.
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COMMISSIONER HALL: Thank you.
CHAIRMAN LoCASTRO: I just have a quick question,
so -- because I've got, like, three pieces of paper in front of me that
have all different numbers on them, and maybe because they're a bit
dated. So 935 is what you're asking for now per property --
MR. DORRILL: Per ERU, yes.
CHAIRMAN LoCASTRO: -- per ERU. And what was it?
Because I'm looking at three different things in front of me. And
like I said, some of them are dated maybe from previous things.
What was it?
MR. COLEMAN: Last year was 873.
CHAIRMAN LoCASTRO: I'm sorry; 873?
COMMISSIONER HALL: Yes.
MR. DORRILL: Increase of --
CHAIRMAN LoCASTRO: 873.29, that's right? That was the
number.
MR. DORRILL: Increase of $60.81.
CHAIRMAN LoCASTRO: I mean, I'm -- you know, we're just
having some open comments here. And then do we have any -- do
we get -- any public comment?
MR. MILLER: Yes. We have one registered speaker for
Pelican Bay.
CHAIRMAN LoCASTRO: Let's hear from our speaker.
MR. MILLER: Your speaker is Dr. Joseph Doyle. He's been
ceded three additional minutes from Sandra Doyle, who is in the
back. He will have a total of six minutes.
DR. DOYLE: Good evening, Commissioners. Dr. Joseph
Doyle on behalf of my mother, Sandra Doyle, who is the property
owner in Pelican Bay.
I've actually been coming to these public hearings for several
years, stopped at COVID because it was -- doing the same thing over
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and over again is the definition of insanity. Now that we have a new
Board of County Commissioners, I felt it was wise to come again and
make my plea.
We've been listening, you know, to all these presentations.
There's two sides to every story, and I think -- well, first of all, let's
set the record straight that the assessment last year was $873.29.
That will be a $61.71 increase, or 7.1 percent. You heard that there
was a 6.4 percent increase in the operating and a 9 percent increase in
the capital. The blended rate is 7.1. That is still higher than the rate
of inflation, which is somewhere around 5.9, and it's also higher than
the predicted cost-of-living adjustment for Social Security and federal
pensions -- which is -- my mother is one of those beneficiaries -- of
3 percent.
So even though the market might be whatever it is, I don't
understand why the employees have to have higher than the 3 percent
cost-of-living adjustment for one thing.
We -- several of us have been watching an antiquated personnel
management system. It used to be a blend of permanent county
employees with day labor. It has -- the permanent employees have
actually increased. I'm actually happy to hear that there are four
vacancies because I think that those positions -- it's a good time to
eliminate those.
You know, we would like to see you, just because we know four
of you signed the pledge, just out of matter of principle, to hold the
assessment at the 873.29 as last year and let them figure out what
they can do about the difference of the 429 -- or $472,000.
For instance, that Lighting Fund they talked about, which is on
the ad valorem side, it's -- it brings in 800,000, but they transfer
422,000 back over to the capital side. They haven't really needed to
use the money in the Lighting Fund because it was determined in
2018 that the poles were actually going to have a 30 more -- 30-year
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more life than necessary. So they -- instead of bringing down that
millage rate, they decided to transfer that money over to the
beautification and the ecosystem, the water management side.
There's a lot of different moving parts here, and I don't expect
you to understand all of that right now, and I don't have the time in
six minutes to explain that all to you. I think that the budget needs
to be reworked in the long run and possibly, instead of waiting to
start until February or March, maybe start in November or December
to really look at some of these things. Look at the personnel
structure.
We put in an expensive irrigation system over a three-year
period, and we never realized any savings in labor, because it used to
be a manual system, and now it's automated. So what I'm trying to
say is, we don't -- Mother and I and others don't think that Pelican
Bay is being managed as efficiently and as effectively as it has been,
and so we're sick of seeing these assessments go up every year, okay?
So it's just to send the message. It's not the matter of $61. It's
the matter of controlling the budget.
And I will let you know that the chairman of the advisory board,
who is apparently also the chairman of the budget committee, is a
Democrat. Now, I have friends who are Democrats and, in fact,
there was a Democrat who was on the Board for 10 years. She was a
fiscal conservative. But she was usually the lone woman out when it
came to voting on this. Apparently, it's unanimous this year. Well,
I don't know who the -- I don't know the makeup of all the other
political ideologies of the rest. But I'll give you a little, you know,
perspective there. In my opinion, we need more conservative fiscal
management.
And my point is, is if you don't give them this $473
increase -- $473,000 increase, they have other ways to make up that
shortfall.
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They have huge reserves, they usually have good carryover, and
they happen to have a $10 million line of credit, which they've used
some of. But between using all of that creatively, they can come up
with the $473,000 to fill in this year's budget gap if you decide not to
give them the ERU increase.
The other thing is most of their revenue is solely based on this
assessment. I would think that with the management of Clam Bay
and Clam Pass and some other, that they could apply for some grants.
Why does it always have to be taxes on the residents? What about
doing some grant writing? They have four or five office staff.
Have one or two of them get together and write some grants and
bring in some grant money. Be creative.
And, also, the other thing we should look at is the replacement
of the vehicles and looking at maybe using a different timetable than
what the County uses.
Anyway, there are creative ways, and we hope you would just
keep taxes the same.
CHAIRMAN LoCASTRO: Do you feel like you missed the
main point? I don't want you to feel cut off, because you're the only
speaker. This is an important issue. I mean, I'm not going to give
you another 50 minutes or anything, but do you have any kind of
sum-up or anything in your notes that -- I don't want you to feel like
you were cut short, because this is an important decision for us.
DR. DOYLE: Yeah. Well, the other thing, too, is that by
ordinance, Pelican Bay usually only has this one hearing. In 2014,
Chairman -- then Chairman Henning, as well as Georgia Hiller was
the District 2 commissioner that year, led the effort for a two-week
reprieve and brought this back at the second hearing. Usually we
just get this one hearing, but I would like you to just let them know
that they have to work with the 873.29 and that they can rework their
figures over the next two weeks to figure out where in the budget
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they're going to make those cuts and transfers and then bring it back
in two weeks.
Thank you.
CHAIRMAN LoCASTRO: I appreciated your email. I've got
it right here, and it's full of notes.
You know, your -- the comment that you made about just, you
know, raising taxes -- and, I mean, I feel like I'm -- you know, my
record speaks for itself. I'm proud to be a conservative Republican,
but I don't let my party dictate every decision, you know, that I make
but, you know, I have a set of core values.
It's one thing to raise taxes. It's another thing when we have
increased expenses and bills that we have to pay, and I think, at least
for me personally, and I'll listen to have my colleagues chime in.
Hurricane Ian certainly affected a lot of things, and it's not just
Pelican Bay. I mean, I'm talking more in general. So sometimes
the decision isn't, we're sitting here going, let's just arbitrarily raise
taxes so we have more money to do fun things, but we have bills that
we can't pay or we have damage that the budget -- and that's what I
was -- you know, and I'll defer to Commissioner Hall because, I
mean, this is his district, but we're all going to make the decision here
but -- if there's any details maybe we're unaware of...
But when I first looked at this -- and I didn't think the initial
increase -- I didn't look at it as, like -- it is a tax increase, but I
also -- we have a lot of details in here about damage and different
things that have been talked about, and that's arguable, like you said,
because there are ways. You say, yeah, those bills are real bills, but
rather than just sort of dump it on the residents and ask for another,
you know, 60 bucks or what have you, maybe you could be more
creative. That's a point well taken.
But on the flip side, I didn't look at it as just like, well, just
increase the taxes. You know, there's significant costs -- additional
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costs that were unforeseen that caught my attention. And it's, you
know, how do we pay for it?
You've given some, you know, unique options. I don't know if
those have been considered or not but --
I'll see if I have any other statements. I just -- I appreciate your
comments. I appreciated your note. You know, read through it.
You know, like I said, I felt like if we did approve the increase, it was
more because of the significant expenses and upgrades and things
that needed to be done that were not accounted for. That was my
initial thing. I didn't sit here feeling like I was just putting the "raise
the taxes button" and I was pushing it, you know. I didn't feel that
way at all here.
There's some other things we're going to talk about later tonight
where there's some decisions we could make that are basically just
doing that. This one felt a little bit more unique to me because of
that community. I won't say that I have 100 percent knowledge of
every single moving part, but that's why we're here to, you know, talk
about it, so...
Okay. I appreciate your comments, Doctor.
DR. DOYLE: Thank you.
CHAIRMAN LoCASTRO: Do we have any other speakers?
MR. MILLER: Not for the Pelican Bay issue, no.
CHAIRMAN LoCASTRO: Okay.
COMMISSIONER HALL: I have a question for Mr. Dorrill.
CHAIRMAN LoCASTRO: Yeah. Oh, go ahead, sir.
COMMISSIONER HALL: If we sent that back to you for two
weeks, would that be an unfair ask?
MR. COLEMAN: The chairman wouldn't be happy.
COMMISSIONER HALL: What's that?
MR. COLEMAN: The chairman wouldn't be happy.
MR. DORRILL: Let me just submit -- I don't want to debate
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Dr. Doyle. For whatever reason, he's chosen not to come to our
meetings or any of the budget and finance committee meetings that
we've had this year. That's his prerogative.
I don't know how many advisory boards that this commission
has. This is the only one that requires individuals to be elected and
then confirmed from the community. So we conduct an election
with the help of the Clerk every other year and have people run for
office. And I'm a little offended by the comment that my chairman
may be registered Democrat. That doesn't have anything to do with
anything, and I find that a little bit offensive because he's an
extraordinarily talented man who devoted an endless number of hours
in spite of having a heart bypass surgery earlier this spring.
And so I think the unintended consequence of kicking this, you
know, back down the hill for two more weeks would be a little
insulting on the part of the people who ran for office in this
community.
I've already told you I think the principal reason for the
operating increase is labor. We still use a blended workforce, and
we still hire day laborers when they are available in the current
marketplace, so they are increasingly unavailable at the rates that
were part of the annual bid that they had.
Part of the tradeoff for the sidewalk replacement project was that
Pelican Bay would be responsible for all of their drainage facilities.
These are public roads owned by the Board of County
Commissioners, but all of the drainage facilities and the conveyance
pipes that get that water from the right-of-way to the nearest adjacent
lake and work down through six different basins are now 40 years
old. And we did a lake bank restoration drainage project last year.
What was the final budget?
MR. COLEMAN: Two point five.
MR. DORRILL: Two point five million dollars, and they paid
September 7, 2023
Page 15
cash for that.
We had a recent drainage conveyance pipe failure that occurred
adjacent to the first tee at the Club of Pelican Bay. What was the
final cost on that?
MR. COLEMAN: Hundred and ninety thousand.
MR. DORRILL: Hundred and ninety thousand dollars.
The infrastructure in Pelican Bay, believe it or not, is now 40
years old. So I think that we're -- as we look out on the horizon, I
think they've been very physically conscious. At 935 bucks a year,
those people get a lot of value for their money, but they're being
asked to pay for things that typically are paid for through a master
homeowners association or through the County Commission, and
that's why I alluded to the fact that, in addition to the market-rate
adjustment, the other issues with respect to drainage facilities and
water management improvements that they are now responsible for,
combined with the fact that they spend a lot of their money in support
of Clam Bay on top of the tourist taxes that they receive.
As your staff person, I will tell you that if you just kick this back
to them for two weeks, they may increase the rate of the spending of
the carryforward or the fund equity next year, but in certain cases
their hands are tied because they pay for their own employees. They
actually own their own motor pool fleet. We're not part of the motor
pool where the mileage costs are -- will automatically result in a car
being replaced at the end of its recommended life. They have to
raise their own cash to pay for their own equipment.
And in some cases -- you know, we now own and operate the
beach rake at Pelican Bay, which is anew. But other than that, if you
look down that column for expanded service requests on the front
page, there are none. There are no expanded service requests in next
year's budget. It's driven by capital improvements targeted towards
their maintenance and operations building and drainage facilities and
September 7, 2023
Page 16
the full year's cost of the market-rate adjustment that you so
graciously gave in two phases earlier this year.
CHAIRMAN LoCASTRO: Commissioner Hall.
COMMISSIONER HALL: You did a good job explaining that.
I'm real familiar with Pelican Bay. I'm in and out of it all the time.
So if it wasn't for -- you know, I see the 1,015 in 2019. That was
obviously after Irma. I do know that we had a bunch of issues after
Ian, and because -- I don't like the 935 figure, but because of the Ian,
I'll use Commissioner LoCastro's line, I like it a lot less, or I dislike it
less.
CHAIRMAN LoCASTRO: I hate it less.
COMMISSIONER HALL: I hate it less.
I know that there was drainage issues. I know that there was
beach restoration. I know there was -- the two beach facilities were
done. I mean, Mr. Coleman, who's sitting there, was gracious
enough to drive us by every single one of them, and there were some
substantial damage.
Going forward -- I'm going to make a motion to approve this
but, going forward, I'm going to be very, very, very skeptical about
going up from this. I mean, just so that you know where I stand for
next year. This is my first rodeo, and I feel like I'm a little bit behind
the eight ball here, but now -- you don't know till you know, and now
I know. Did I say that too fast?
COMMISSIONER McDANIEL: No. It made perfect sense.
COMMISSIONER HALL: So I'll make a motion to approve.
CHAIRMAN LoCASTRO: Did you have a question or --
COMMISSIONER McDANIEL: No. I'll second it.
CHAIRMAN LoCASTRO: Can I ask a question before we --
COMMISSIONER McDANIEL: I do have a comment.
CHAIRMAN LoCASTRO: Okay, sir.
Let me just ask a question. If you -- if we left it at 873.29, tell
September 7, 2023
Page 17
me what happens or what doesn't happen. I mean, you know,
because -- I mean, like you said, your board went through painstaking
detail. I would expect part of that discussion would be not just
coming in here and assuming it's 935 and, you know, here's
everything that we're going to be able to do. Part of the strategy
should be, what if they don't approve it? Okay. Then, you
know -- the strategy should be you decide sort of before the vote so
that you're ready to execute possibly, you know, not an increase, and
I hope that that happened in some way.
Sometimes it's not as deep of a dive, but it's definitely a good
exercise to go through, and not that you come back and say, you
won't believe it. They didn't approve it. Now what do we do?
So let me just ask you flat out: If we disapprove this and keep
you at the same rate, tell me what happens and tell me what doesn't
happen.
MR. DORRILL: Honestly, they would spend their fund equity
position down in lieu of having that -- that $60 increase. Because
your own fiscal policy does not give you the ability to say, oh, well,
you work for Pelican Bay. You know that market rate increase we
gave you, we're going to take some of that back because we can't
fund it in Year 2. Or you know the operations facility that was
destroyed -- and the workforce are currently eating lunch every day
under a tarp. We've got two mobile trailer units, and then the men
are outside eating under a tarp, and it's going to take probably a year
and a half to construct the replacement facility.
So it's not like we're not going to build the maintenance
replacement facility or that we're going to take money out of the
pockets of the employees.
So the reality is, we'll spend the fund equity or the carryforward
down to nothing in order to offset the operating and the capital
program that we have intended for next year.
September 7, 2023
Page 18
CHAIRMAN LoCASTRO: Are you sitting on surplus money?
I might be summarizing this incorrectly from Dr. Doyle, but he sort
of alluded to that, you know, you're sitting on a fund, and, you know,
sometimes it's an emergency fund or it's a surplus fund. Are you
sitting on excessive funds for a rainy day that actually, you know,
could be utilized now in lieu of an assessment increase?
MR. DORRILL: I don't think so, and here's why:
We're -- we're privileged, my business, to also manage the Pelican
Marsh CDD and the Lely Resort CDD, the two largest next
communities in this town. And I'll tell you, their year-ending fund
balance is higher than what this will be at the end of the next year
because they're spending down that fund equity position in order to
offset what would otherwise be other increased revenues.
CHAIRMAN LoCASTRO: I mean, this will be my final
comment, and maybe it's not even really relevant, but I drive through
Pelican Bay a lot. I wanted to learn a lot more about it, spent half a
day with your team out there right after Ian because I wanted to see
the damage for myself. And for the beauty of that community, I can
tell you the assessment is way less than some of the gated
communities in my district. I mean, I've got people that live in some
of the nicest gated communities that I would say are equal or maybe
not even as impressive as Pelican Bay when it comes to service and
all the things that you do, and they're complaining about assessments
that are way more than 935. And I realize it may not be apples to
apples, but I was kind of surprised at how much you get done in that
community with the funds that you do have.
And, you know, I have commissioners lit up here, but that's my
say.
Commissioner McDaniel, sir.
COMMISSIONER McDANIEL: Yeah. And this goes back to
a similar discussion. And, again, I'm in support of the motion to
September 7, 2023
Page 19
move this forward. I have an enormous amount of respect for the
board and the inordinate amount of work that went into develop this
budget, but was there -- and I wasn't there, but was there -- or was
there exploration of alternate revenue sources, maybe an adjustment
in the ad valorem rate as opposed to the fixed expense with the
non-ad valorem assessment?
MR. DORRILL: You know, about 80 percent of the total
revenue come from that flat rate of assessment, and that has been
their model -- the Board of County Commissioners took over this
district in 1992. Prior to that, they were an independent district
similar to the Mosquito Control District or Immokalee Water and
Sewer District.
And when the County Commission assumed the responsibilities
in '92, they have always used the flat rate of assessment and also the
ad valorem millage because that was the Board's policy at that time
for streetlighting. The one thing they can't control is the annual, you
know, assessed value. And so as they have -- as they have had
additional funds in terms of what the forecast value was and the final
value, they've moved that money into reserves. They're not spending
up that money, and so that becomes a basis for reserve.
But the primary source of funds here are the non-ad valorem
assessment.
COMMISSIONER McDANIEL: Okay.
CHAIRMAN LoCASTRO: Commissioner Kowal.
COMMISSIONER KOWAL: Thank you, Chairman.
I was -- it was interesting listening to the doctor at one point,
and he kind of opened my eyes to some things. And you just
referred back to the Lighting Fund and how you received your money
in there. And he had made a comment that you had moved some
money back and forth or hadn't moved money or thought of moving
money.
September 7, 2023
Page 20
MR. DORRILL: Two years ago, the advisory board
recommended that any surplus funds within their streetlighting
district would be kept and placed in reserves so that it could offset
capital projects like this sidewalk project that I alluded to. But for
the current year, that's a fair question.
So within Fund 778 -- that is our streetlighting fund -- the total
millage-related revenue in that case for the coming year is 797,500,
and the amount of the transfer -- I don't want to misspeak here. The
amount of the transfer back is approximately 400- of that. The
adopted budget this year was 743,000. The projected, based off the
assessed value, is 797. So the delta there is about $54,000. And so
that increases the money that otherwise is going to go in support of
the capital program.
COMMISSIONER KOWAL: Okay. So when the board's
back and everybody's discussed a lot of things --
MR. DORRILL: This board voted and authorized that change
two years ago.
COMMISSIONER KOWAL: I mean, I'm saying your board,
when you brought the budget and agreed to the budget --
MR. DORRILL: They recommended that change two years
ago, yes, sir.
COMMISSIONER KOWAL: So then saying -- we've had two
major storms that hit us, 2017 and again just last year. This
September 27th will be our anniversary, I believe. And a lot of
things were damaged. I have to assume they were damaged in
Pelican -- you know, in your community just like every -- or the
community we're talking about right now, just like anything else.
And things -- repairs were done?
MR. DORRILL: Extensive repairs were done to the
streetlighting because of the junction boxes and the wiring that was
along the main boulevard. They were under four feet of saltwater.
September 7, 2023
Page 21
And so the substantial repairs were undertaken as a result of
Hurricane Ian a year ago.
COMMISSIONER KOWAL: So we've taken consideration
now that a lot of this newer infrastructure is newer and better than it
was prior to these two storms?
MR. DORRILL: Yeah. And they have an extensive lake
irritation program, too, and we had similar -- we lost all of the
controllers and all of the nematic pumps for all of the lakes within
that same area, and they all had to be rebuilt, and while we have
gotten partial insurance proceeds and zero FEMA dollars at this point
back to our funds, they've had to advance that with their own cash in
order to offset, you know, awaiting the insurance money that
hopefully will come at some point in addition to whatever FEMA
money that we're eligible for.
COMMISSIONER KOWAL: Okay. So there is a possibility
you may get something from FEMA in the future?
MR. DORRILL: Yeah. I mean, back to your main
point -- and I hear you. And, you know, frankly, we respect the
Doyles. They have been a force there for many, many years.
But if we were at this point next year and not having to spend
that kind of cash for repairs to restore lake aeration and streetlighting
and irrigation control boxes and things like that, I would say we
wouldn't take that extra 53,000. We'd go to the rolled-back rate next
year.
COMMISSIONER KOWAL: Thank you.
CHAIRMAN LoCASTRO: We have a motion and a second,
but before I call for a vote -- I'm going to support this, but I want to
give some clarification.
Pelican Bay is a unique community. So we can get stones
thrown at us for all kinds of thing, and you can call every bill a tax,
but I look at this as a bill for services. If you elect to live in Pelican
September 7, 2023
Page 22
Bay and you want to have the beautiful streetlights and your streets
look like Disney World and, I mean -- it's a very unique community
extremely impressive. And like I said, I have gated communities in
my district that are equally as impressive, but they write quite a bit of
a larger check.
So, you know, I might be naive, but I don't look at this as just
sort of like a straight flat tax. I look at this as a bill for living in
Pelican Bay. And, you know, you can live wherever you want, and
if you think that this is too high of a fee for all of the services that
you get, then, you know, you can move somewhere else where there
isn't a tax.
I mean, I don't pay, you know, an additional -- I mean, I pay
taxes where I live, but I don't pay this, you know, additional, you
know, fee, but I also don't get a whole bunch of services that you get
at Pelican Bay.
So, you know, I look at it as a bill for services, but, I
mean -- correct me if I'm wrong.
MR. DORRILL: I appreciate that. But I would just tell you
that for $935, these people get incredible value for that, and a very
high level of public works type services in support of their
community.
CHAIRMAN LoCASTRO: Yeah. Well, we've got a motion
on the floor from Commissioner Hall. I've got a second from
Commissioner McDaniel. All in favor?
COMMISSIONER HALL: Aye.
COMMISSIONER McDANIEL: Aye.
CHAIRMAN LoCASTRO: Aye.
COMMISSIONER SAUNDERS: Aye.
COMMISSIONER KOWAL: Aye.
CHAIRMAN LoCASTRO: Opposed?
(No response.)
September 7, 2023
Page 23
CHAIRMAN LoCASTRO: It passes unanimously.
MR. DORRILL: Thank you, all.
MR. FINN: Very good. Thank you, Neil. Our agenda
indicates that we're going to adjourn the Pelican Bay and commence
the public hearing for the Board of County Commissioners budget.
****
MR. FINN: Accordingly -- so this is advertised public hearing
for the Board of County Commissioners Fiscal Year 2024 tentative
budget.
We're going to look at that budget now, but before we begin, I'm
going to just give you a quick outline of where we've -- where we've
been on this path towards our first public hearing.
In December, staff commenced developing our budget policy.
On March 14th, the Board approved that budget policy. Between
March and April, the constitutionals and the County Manager's
agency developed their budgets. In May, the County Manager
reviewed those budgets. In June, we had a BCC workshop on the
budget.
July 1st, we had the certified taxable value come in from the
Property Appraiser. July 11th, the Board approved a resolution
approving the maximum millage rates, which are the millage rates
we'll be looking at this evening.
On July 14th, staff provided the Board with the tentative FY '23
budget. On July 21st, the County provided millage rates and
rollback to the Property Appraiser. On August 14th, the Property
Appraiser provided the TRIM notice to the property owners of the
County, and that brings us to this evening, September 7th, the first of
two public hearings on the budget.
Additionally, we utilized our additional summer sessions,
September 7, 2023
Page 24
second meeting in July, to review budget compliance subsequent to
our budget hearings, and in the first meeting in August, we also
reviewed the unfunded request list.
With that overview, we'll -- welcome to the first of two public
hearings -- this is a scripted thing, so I apologize if it sounds scripted.
Welcome to the first of two public hearings on the Collier
County Government Fiscal Year 2024 budget, which begins
October 1, 2023, and runs through September 30, 2024.
The public budget hearings in September must follow a specific
format pursuant to State of Florida Truth in Millage guidelines. This
presentation is a scripted agenda pursuant to those -- to the TRIM
statute. So we'll read a few things into the record, as we normally
do, and then there'll be time for public comment and move into the
action items on the agenda item.
Your agenda contains a specific sequence of agenda items to be
covered. Pursuant to statute, this hearing was advertised as part of
the TRIM notice mailed to all Collier County property owners on or
about the week of August 14th. The final budget hearing is two
weeks from tonight, scheduled for September 21, 2023. The final
hearing will be noticed as part of the statutory advertising
requirement contained in the truth in millage statutes.
The final hearing notice will be a notice of proposed tax increase
advertisement and will appear in the Naples Daily News on
September 18th, 2023. This type of advertisement is necessary since
the County's tentative adopted aggregate millage rate is greater than
the current year aggregate rolled-back rate. Final tax rate and budget
decisions will be made at this final hearing on September 21, 2023.
Agenda -- as is customary, agenda and speaker slips are
available in the hallway. Anyone interested in addressing the Board
regarding the county budget must complete a speaker slip.
Mr. Miller will collect the speaker slips.
September 7, 2023
Page 25
Following some introductory remarks regarding tax rates and
changes to the tentative budget released in mid-July, there'll be an
opportunity under Agenda Item 1C for public comment. Speakers
will be called by name.
The TRIM notice mailed to all property owners indicated that as
of close of business tomorrow, September 8th, 2023, is the deadline
for property owners to contact the Property Appraiser and file a
petition for market-rate adjustment with the Value Adjustment Board.
With that, a few more introductory statements. With a
proposed millage-neutral budget, that is the same millage rates as last
year, the increase in tax bills this year is attributed to the rise in
taxable value, increases in overall market value this year of over
20 percent from 185 billion to 222 billion countywide.
The Florida Constitution provides a 3 percent limit to the annual
assessed value increase for homestead property for all taxing
authorities and a 10 percent limit to the annual assessed value
increase for non-homestead property for all authorities with the
exception of state and local school boards.
As a result, a typical homestead property owner saw a modest
increase in overall taxes due this year, and non-homestead property
owners were limited to a 10 percent increase, at least insofar as it
pertains to county taxes.
At this point, we're going to move to Item 1A, which is a
discussion of tentative millage rates and increases over the
rolled-back millage rates. The first substantive issue to be discussed
is percentage increase in millage over the rolled-back rate needed to
fund the budget and the reasons ad valorem tax revenues above the
rolled back, as calculated on the state DR420 forms, are being
increased.
A rolled-back tax rate is defined as the tax rate necessary to
generate the prior year tax revenues, and this tax rate is calculated not
September 7, 2023
Page 26
including taxable values associated with new construction, additions,
deletions, and rehab-type improvements.
The Board-adopted budget guidance for FY '24 included a
millage-neutral operating levy of 3.5645 for the General Fund. This
is the same tax rate as last year and, for that matter, since 2010 for the
General Fund. Including the 0.25 Conservation Collier millage and
the 0.0293 Water Pollution Control millage, the countywide millage
totals 3.8438 mills. For the Unincorporated Area General Fund, the
millage rate was, once again, set at 0.8069 pursuant to Board
guidance.
Levies for the General Fund and Unincorporated Area General
Fund together represent the majority of the total aggregate taxes
levied across all Collier County taxing authorities for FY '24.
The FY '24 tentative General Fund and Unincorporated Area
General Fund operating and capital budgets, as presented, are based
on Board-approved budget guidance. Both the General Fund 001,
new No. 0001, and in the Unincorporated Area General Fund,
previous No. 111, new No. 1011, proposed tax rates are higher than
the rolled-back rate.
Collier County taxable value has increased for FY '24 by
13.52 percent countywide and 13.97 within the General
Fund/Unincorporated Area General Fund.
Within an increasing taxable value environment, under millage
neutral, or the same millage as last year, the rolled-back tax rate will
be lower than the millage-neutral rate, and this, in fact, is the case.
Slide 9.
The General Fund budget model places a premium on fiscal
flexibility, preserving and protecting required cash balances,
maintaining adequate reserves for a coastal location, ensuring that the
County's investment quality rating remains high, and allocating
resources to maintain our substantial public safety capital
September 7, 2023
Page 27
infrastructure and operational investment.
Mindful of this model and fiscal philosophy, the Board enacts
budget policy that includes tax-rate policy and budget decisions that
help us achieve these goals. That's our overall mission here.
Referring to Exhibit 1A, Page 1, millage rates for each Collier
County taxing authority have been established pursuant to Board
guidance. The roster of tax rates adopted by the Board on July 11th,
2023, represent the maximum property tax rates that can be levied in
FY '24.
The cumulative aggregate rolled-back rate for all Collier County
taxing authorities, exclusive of debt service, totals 4.0025 per
thousand dollars of taxable value. The proposed aggregate tax rate
for all Collier County taxing authorities, exclusive of debt, totals
4.4397 per thousand dollars of taxable value. This represents an
increase of 10.92 percent over the aggregate rolled-back rate and
necessitates a notice of proposed tax increase advertisement for
TRIM purposes and not simply a budget summary advertisement.
Final, millage rates will be adopted by the Board on
September 21, 2023.
Required discussion of the review of changes to the tentative
budget: For tonight's hearing, changes from the '24 July tentative
budget, as noted within Exhibit 1B, pertain to receipt of the
customary Tax Collector budget, which was received in August;
addition of items contained in the unfunded request lists per Board
direction provided on 8/8/23; adjustments to Hurricane-Ian-related
loans in FY '23 in order to re-establish the funding mechanism in FY
'24 for the continued recovery efforts; adjustments to certain funds
reflecting FY '23 revenue and expense changes which resulted in
adjustments to 2024 carryforward adjustments for position transfers
and reclassifications; and other customary and routine revenue or
expense adjustments required to support capital projects or operations
September 7, 2023
Page 28
as the FY '24 fiscal year begins.
These fund-level adjustments occur as a matter of normal
operations or are necessary in accordance with previous Board action
or direction.
Detailed budget resolution changes are found within Exhibit B,
Pages 3 through 16. A summary of these actions is described within
Exhibit 1B, Pages 1 and 2. The total gross budget changes amount
to 60.4 million, of which 34 million is the customary submittal of the
Tax Collector's total commission budget to the Department of
Revenue, which occurs on August 1st.
According to the Tax Collector's statement to commission is
expenditure -- and expenditures, the FY '24 budget's $34,045,300 and
is offset by service commission or charges for service.
Tax Collector is a fee-based operation and provides collection
services for all county taxing authorities.
Turnback from the Tax Collector, as well as all constitutional
officers, is significant each year and represents excess commissions
over actual expenses required to run their operations. Year-ending
turnback by the Tax Collector to the General Fund for FY '22 totaled
$6,887,623. Turnback from all constitutional officers to the General
Fund for the same period totaled $10,270,710.
There are no proposed changes to the millage rates set by the
Board on July 11th, 2023.
Thank you for your indulgence on that, Mr. Chairman, members
of the Board.
At this point, our agenda calls for the public comment, if it
pleases the Chair.
CHAIRMAN LoCASTRO: Okay. I had some comments, but
I don't think they're appropriate yet.
Do we have public speakers?
MR. MILLER: Yes, sir. We have three here in the room and
September 7, 2023
Page 29
three on Zoom.
CHAIRMAN LoCASTRO: It may be more appropriate to hear
from our public first.
MR. MILLER: Your first speaker here in the room is Keith
Flaugh. He's been ceded three additional minutes from Sandy
Doyle, who is in the back, and he'll be followed by Tim Moshier.
CHAIRMAN LoCASTRO: Okay.
MR. FLAUGH: Good evening, Board. For the record, my
name is Keith Flaugh, resident on Marco Island.
This is going to sound like -- a bit like a sermon, and I don't
mean it to be that way. I hope you take my comments in a very
constructive way, as I intend them to be.
So I ask a rhetorical question. Why did you get elected? I
assert that it was on the basic conservative principles of one
protecting the rights of Collier citizens, for which you're off to an
amazing start, so thank you; less government; and more efficient
government.
The four of you members did sign the no tax pledge, and it
simply says, "I pledge to the taxpayers of Collier County that I would
reject any and all efforts to raise taxes." You look up Webster.
"Any and all," it's pretty clear; it's every.
Florida Statute 200.065 makes it very clear that any millage rate
times property values that raises more ad valorem revenue than the
prior year is a tax increase. That's under Florida law.
The definition of the rolled-back rate is that rate which, times
those property values, generates the same revenue as the prior year.
For many years, Commissioner McDaniel has urged the
adoption of a zero-based budget. What is zero-based budgeting?
First of all, it's really, really hard. It starts with a formal specific set
of goals, and I would assert that it includes the following: A clear
recognition of the need to change the employee culture from
September 7, 2023
Page 30
entitlement to rewarding, instead productivity and approved
efficiency. Believe me, your staff knows who the real dead weight
are and who -- the real people doing the work, and many of them will
applaud you putting that back into the right perspective.
It also includes an understanding that almost all of your
expenses are people-driven. People drive programs. And it
requires -- and this is where it gets really tough. It requires the
reengineering of processes. You've got to change the way you do
business, and it requires a serious examination of programs, including
elimination, consolidation, et cetera, of both programs and staff.
I assert that the Collier voters who elected you on these
principles mentioned above strongly believe you are there to set real
policies.
Demand that the senior staff respond to your goals with real
solutions. Don't get sucked into managing -- micromanaging details.
If you do, you've lost before you start.
My experience as a finance executive with IBM is the first thing
the staffs will do is come back to you with what I call sacred cows.
All of the important things that they can hold you up to the public and
say, we're giving up services. Please don't fall into that trap. This is
where it gets really tough and where the setting of the goals is so
critical.
I'd like to -- granted, my potential experience is business and not
government. But I'd like to share a quick story. I was an IBM
executive. In 1993, we had 410,000 employees. Eighteen -- we
fired our board. We were three months away from going out of
business. We brought in an outside consultant -- or man to run the
company, changed the culture of lifetime employment, fired half of
our people. I had to fire half of my team of 70 people, had to
reengineer my processes, as did the rest of the company, and my
revenue productivity went up 30 percent with half the people.
September 7, 2023
Page 31
Granted, that was business. But, gentlemen, bureaucracies are
bureaucracies. And is there any one of you who seriously believes
that our government at every level has not become bloated? I think
in your hearts every one of you know that's the case. That's why you
ran.
Again, it's really tough, and it will require at least a
major -- supermajority of you to set these hard goals and to provide
the leadership required to put the efficiency and productivity back
into local government. It absolutely requires a change in employee
and management culture. That's where it gets really tough. One
serious suggestion for you is hire a proven consultant with proven
results in zero-based budgeting in government.
You do that for a couple reasons: One, they're going to be able
to come in and help you reengineer the processes that we've lived
with forever, and people struggle really hard to change the way
they've been doing business. And the second thing it does is it lets
them be the bad guys, and you guys step back and manage the policy.
So I urge you to hold your -- to your no-tax pledge, vote to
hold -- to the rolled-back rates. As I look at the numbers, that's
60 million bucks on a $2 billion base; that's 3 percent. Is there any
one of you who don't believe that you can -- you can manage a way
through a 3 percent reduction in your staffs and what they do?
So I implore you to be leaders, to be aggressive, and to take
charge of accomplishing what I think you were elected to get -- to be
elected for. So thank you.
COMMISSIONER SAUNDERS: Mr. Chairman, could I ask a
question?
CHAIRMAN LoCASTRO: Yes, sir.
COMMISSIONER SAUNDERS: Actually, you made some
excellent points, but I do have a question in reference to the 3 percent
reduction.
September 7, 2023
Page 32
We do have a large budget. Now, there's only a certain portion
of that budget that we have a lot of control over, so -- for example,
the Sheriff's budget. And we have all strongly supported the Sheriff.
Every year I've been on this board, we've given the Sheriff what he
needed to keep us safe, and we'll continue to do that. I don't know
what the percentage of our overall budget is the Sheriff's budget.
Mr. Finn, do you know that, approximately? Just approximately.
MR. FINN: Maybe Chris could help me out.
COMMISSIONER McDANIEL: Over 30 percent.
MR. FINN: When you talk about cutting, of course, we're just
dealing with tax funds.
COMMISSIONER SAUNDERS: Ed, I'm just asking --
MR. FINN: I gotcha. I'm just going to give Chris a second to
get to the portion of the --
MR. JOHNSON: The total budget, it's around 270 million.
COMMISSIONER SAUNDERS: Just a percentage of what the
Sheriff's budget is of our overall budget in terms of our ad valorem
budget.
MR. JOHNSON: The ad valorem budget?
COMMISSIONER SAUNDERS: Yeah.
MR. JOHNSON: Okay. Give me one second.
COMMISSIONER SAUNDERS: Just approximately. I'm
just -- I'm not looking for -- I mean it --
COMMISSIONER McDANIEL: It's about 30 percent.
MR. JOHNSON: Approximately 37, 38 percent.
COMMISSIONER SAUNDERS: Okay. So 37 percent of that
overall budget; we have a little bit of a problem in cutting that, even
if it's only 3 percent. We have the same thing with the other
constitutional officers. Now, their budgets are much smaller, and I
don't know what the overall impact of that would be. But the reason
I mention that is when you said that we have an overall budget of a
September 7, 2023
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billion dollars, or whatever the number is --
MR. FLAUGH: It's two.
COMMISSIONER SAUNDERS: -- two, and, you know, a 50
or $60 million reduction is only 3 percent of that overall budget, that
is true, but we have to deal with the portion of the budget that we can
handle without imposing a burden on the Sheriff's Department. So
that's just an example. I'm not disagreeing with you. But I think if
you look at it from that perspective, maybe that $50 million is a
little -- a little different than just a --
MR. FLAUGH: I hear you. I would argue that 3 percent is a
small number, and if it's 6 percent on that, less that 37 percent, that's
still a reasonable goal for you guys to set.
COMMISSIONER SAUNDERS: Understood.
MR. FLAUGH: Okay.
CHAIRMAN LoCASTRO: Commissioner Hall.
COMMISSIONER HALL: Mr. Flaugh, good job. I do have a
question, though, for -- you say zero-based budget. What is the
zero?
MR. FLAUGH: Zero is going back to absolute base and
justifying every individual, every program based on the set of goals
that you, I would assert, need to put in place.
COMMISSIONER HALL: Gotcha.
MR. FLAUGH: So it's -- what most businesses do, frankly, and
what most governments do is just start with last year's and keep
adding based on the cost of, you know, inflation rates and blah, blah,
blah.
COMMISSIONER HALL: I've always done zero-based
budget. I just didn't know it was zero-based budget.
MR. FLAUGH: You start with zero and you re-justify.
COMMISSIONER HALL: Gotcha.
MR. FLAUGH: But the most important part of that is
September 7, 2023
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reengineering your process. I couldn't have increased my
productivity with half of my people without changing the way I did
business. That's hard. But it takes real leadership, and it takes a
mindset that you're going to change the culture. And if you don't
change the culture, then you don't -- you're going to continue to grow
ad infinitum.
CHAIRMAN LoCASTRO: Commissioner Kowal.
COMMISSIONER KOWAL: I actually have two questions,
one for you, because it raised a good question.
MR. FLAUGH: You done with me, or do you want me to --
COMMISSIONER KOWAL: I want to ask you something,
too, also, Mr. Flaugh. Thank you.
What was the budget that the Sheriff asked for last budget year
compared to what it is this year?
MR. JOHNSON: Last year, the Sheriff's budget was -- bear
with me here. It was 237 million. This year it's 255 million,
including the portion that comes from the BCC.
COMMISSIONER KOWAL: So that's close to the 30 million
that Mr. Flaugh's talking about, the difference, correct, of the 3
percent?
MR. JOHNSON: About 20 million; $20 million.
COMMISSIONER KOWAL: It's like a little over $20 million.
MR. JOHNSON: Yeah.
COMMISSIONER KOWAL: So -- and I'm surely not one that
wants to defund the police in any way, you know.
MR. FLAUGH: I'm not suggesting that, sir.
COMMISSIONER KOWAL: It's very sacred to me and I think
everybody else on this board.
COMMISSIONER SAUNDERS: It's sacred to all of us.
COMMISSIONER KOWAL: I want to give the Sheriff the
$255 million that he's asking for.
September 7, 2023
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And so what Commissioner Saunders says, now you have to
look at that formula, now what we actually can do and can't do,
what's left of that because of the constitutional officer's request.
And I guess my second question is for Mr. Flaugh. Can you tell
me how many people are going to move into Collier County in 2024?
MR. FLAUGH: No. I mean, I'm sure your staff has got
estimates of that. And I'm not sure --
COMMISSIONER KOWAL: How do we prepare for that?
MR. FLAUGH: Through credible management skills and
projecting those.
COMMISSIONER KOWAL: Because I know you want to use
a model that you use in industry, compare it to government, but we
have no prediction of how many people are going to move here next
year. I mean, compared to history, we have thousands that move
here every year. Sometimes we don't and sometimes we do, you
know.
And I understand the rolled-back rate, but I also understand that
if there's thousands of more people using our roads, our
infrastructure, our water, our sewers and things like that, how do we
project that?
MR. FLAUGH: I'm sure there are ways to project the growth.
COMMISSIONER KOWAL: No, but I'm talking the price we
put on the growth. How do we project that?
MR. FLAUGH: I'm sorry. And I don't mean to be offensive,
but you're doing to me just what I suggested you don't do.
You're managing a $2 billion business. Do you or do you not
believe there's any bloat in that as a government agency?
COMMISSIONER KOWAL: What I'm saying is I believe
that -- I don't believe in raising the millage rate; I don't. If anything,
I believe in trying to find a way to lower it a bit. But at the same
time, you want to use something against us saying that if we don't roll
September 7, 2023
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it to the rolled-back rate, we're raising taxes.
MR. FLAUGH: No, that's not my definition, sir. That's the
definition of the statute. 200.065 is a statute.
COMMISSIONER KOWAL: Once again, does the statute take
into consideration the amount of population increase over a year?
Does it take in the amount of inflation? Does it take in the cost of
electricity? Does it take in the cost of fuel? Does it take those
things into consideration, or is it just a one-size-fits-all type thing for
every 67 counties in the state of Florida?
MR. FLAUGH: The statute's the statute, sir, and if you believe
in the rule of law, you follow the statute or change it. You don't
make excuses for why you can't. I'm sorry. I get this on the school
board side of all --
(Simultaneous crosstalk.)
COMMISSIONER KOWAL: -- raising taxes or keeping taxes
the same. That's all I'm trying to say.
MR. FLAUGH: The law says that you're raising taxes if the
increase in property -- if the new property values times the rate you
use generates more revenue than the prior year. That's the law -- the
definition in law. I didn't make that up. The State did.
You've sworn an oath to defend that -- the Constitution and the
laws of the state. That's the law. Change the law if you don't like it,
but follow the law, but recognize that we have -- throughout this land
we have bloated governments, and somehow we have to figure out
how to manage those rather than just keep adding to them every year.
I want to go back to something I said earlier. I'm
not -- it's -- this is not me, right? I think this is a large number of
your constituents who elected you for more efficient government and
lower government. That's why you got elected. All I'm asking you
to do is honor that. I'm sorry.
COMMISSIONER KOWAL: I'm just saying, we still have a
September 7, 2023
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duty to pay the bills, correct?
MR. FLAUGH: Under the law.
COMMISSIONER KOWAL: Yes, we do, first.
MR. FLAUGH: Under the law.
COMMISSIONER KOWAL: And that's what I'm saying.
Nobody has a crystal ball to say what that's going to be.
MR. FLAUGH: But you know what the law is and what the
law requires.
COMMISSIONER KOWAL: Okay. I've heard that.
COMMISSIONER SAUNDERS: If I might --
CHAIRMAN LoCASTRO: Well, let me go to Commissioner
McDaniel, and then --
COMMISSIONER SAUNDERS: That's fine.
CHAIRMAN LoCASTRO: Is that okay?
COMMISSIONER SAUNDERS: Oh, sure. Absolutely.
MR. FLAUGH: I'm sorry I lost my temper, by the way. This
is hard stuff.
CHAIRMAN LoCASTRO: This is good, healthy discussion.
MR. FLAUGH: This is really hard stuff that we're talking
about.
COMMISSIONER McDANIEL: I --
CHAIRMAN LoCASTRO: Let me go to Commissioner
McDaniel. Sir, go ahead.
COMMISSIONER McDANIEL: Mr. Flaugh and I speak on a
regular basis, so I don't really -- I don't -- this -- my comment when I
hit my light was just to further the explanation of the -- which
Mr. Flaugh did mention. I talked for many, many years about
exploration of a zero-based budget process, and I would really, really
like for us to move in that regard.
Now, I have also learned that that's the old-guy accounting
methodology these days. I also know that it's an extremely arduous
September 7, 2023
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process to be able to get through, but I think the foundation that this
board has already set up beginning this year in adjusting our board
schedule, working year-round, adjustment of our vision statement,
mission statement, business plan, and budget priorities, we are
beginning to have the discussions with regard -- to be able to move in
that regard.
So I have -- my comments had to do with a better -- or a
different explanation over here for my colleague --
COMMISSIONER HALL: Thank you.
COMMISSIONER McDANIEL: -- on the zero-based budget.
MR. FLAUGH: Really hard work what I'm suggesting.
COMMISSIONER McDANIEL: Wicked.
CHAIRMAN LoCASTRO: Commissioner Saunders.
COMMISSIONER SAUNDERS: Thank you.
And, quite frankly, I didn't know you were getting mad. I
thought you were just being passionate, so don't ever -- you don't
need to apologize for that.
MR. FLAUGH: Well, sometimes my voice goes up, and I am
very passionate about this, so thank you.
COMMISSIONER SAUNDERS: We all do it. Again, I think
you've made --
CHAIRMAN LoCASTRO: Where are our guards? We
usually have, like, sheriffs in here and stuff. You know, for this
meeting there should be twice as many.
COMMISSIONER McDANIEL: Not this one. The last
meeting.
COMMISSIONER SAUNDERS: I want to -- you made some
really good points, and Commissioner Kowal has made some
excellent points as well. And this is really -- I mean, we're now
talking about the elephant in the room, and that is what millage rate
are we going to set? That's really the whole issue that we're going to
September 7, 2023
Page 39
be debating.
And I don't know where that's going to go. You know, if there's
a motion and second to go to the rolled-back millage rate, I suspect
that that will pass, and then we'll have to figure out what to do with it.
And I think that would make a lot of people very happy, and I think it
would make a lot of people very unhappy because of the impact.
So I want to talk a little bit about the impacts. And I'm not
making any commitment to go one way or the other. I'm just saying
that's the real gut of the issue here.
So you're talking about a $2 billion budget, and I'm trying to
focus in on what we really have some real serious flexibility over.
What portion of this $2 billion are we really talking about?
So out of that $2 billion -- and this is a question for staff. I
suspect that out of that $2 billion we have Solid Waste Department,
which is contracted out, and we have collections for that. I'm
assuming that our water and sewer collections and expenses are
included in that.
So what I'd like to do is just kind of get an idea -- we have a $2
billion budget, and if we're going to cut $60 million out of a
$2 billion budget, that doesn't sound like a whole lot, but that's not
what we're talking about. We're talking about cutting $60 million
out of a much smaller pie than this 2 billion, and that's what I'm
trying to get at. Can you give us -- spend a few minutes, if you don't
mind --
MR. JOHNSON: Yes, Commissioner, I'll --
(Simultaneous crosstalk.)
COMMISSIONER SAUNDERS: Definition.
MR. JOHNSON: -- give you an overview.
COMMISSIONER SAUNDERS: What's included in this
$2 billion budget, and then when we go back to the rolled-back
millage rate, what piece of this $2 billion budget are we cutting
September 7, 2023
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60 million out of?
MR. JOHNSON: So as it pertains to the ad valorem and
millage rates, the total -- the total budget that we have proposed
includes $615 million of ad valorem taxes. So $60 million is
approximately 10 percent of the ad valorem that you would be
collecting.
COMMISSIONER SAUNDERS: So our ad valorem budget is
just north of 600 million?
MR. JOHNSON: Correct.
COMMISSIONER SAUNDERS: Okay. And if we go to the
rolled-back millage rate, our ad valorem revenues would be?
MR. JOHNSON: Five fifty-three.
COMMISSIONER SAUNDERS: Five fifty. Okay. I just
want to put in some perspective that we're not talking about 3 percent
of $2 billion. We're talking about 10 percent of 600 million where
we have some flexibility. And we don't have a whole lot of
flexibility in that, because 250 million of that 600 million is the
Sheriff's budget, which none of us are going to touch. As a matter of
fact, just so everyone remembers, we set the Sheriff's budget in
September of last year, and I believe at some time in the interim, the
Sheriff came to us and said he needs more money prior to the new
budget year because he needs to raise salaries for retention of
employee.
COMMISSIONER McDANIEL: Correct.
COMMISSIONER SAUNDERS: Am I wrong on that?
MR. FINN: No, sir, that's correct.
COMMISSIONER SAUNDERS: Now, I don't know what that
number was, but it was a big number. It was several million dollars.
MR. FINN: Yes.
COMMISSIONER SAUNDERS: And so we had to dig deep
into our reserves to fund the Sheriff in the middle of a budget year
September 7, 2023
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because we were not going to want -- we were not going to reduce his
ability to defend us, keep us safe from crime, by even one penny.
And so when you get into this -- this 2 percent or this 3 percent
cut, that's not really what we're talking about. We're actually going
to be getting down to cutting $50 million out of a $350 million
budget, I believe, if you eliminate the Sheriff's Department out of it.
Now, that's cutting deep.
And so I just -- you know, like I said, if there's a motion and a
second to go to the rolled-back millage rate, it will pass, but we need
to understand what the impact of that is. That's all. I'm not
prejudging how I would vote.
Thank you, Mr. Chairman.
CHAIRMAN LoCASTRO: Okay. Thank you, sir.
COMMISSIONER KOWAL: Could I just say something real
quick?
Mr. Flaugh, you know, we had this conversation over coffee a
while back, and we both kind of like -- we look at cutting taxes as
cutting taxes, you know, and what -- we kind of both disagree and,
you know, I get it, but, you know, it's the perspective of the way I
look at it and I think the way you look at it.
And, you know, I appreciate everything you do, and I appreciate
everything you help with with this community and, you know, and
what you are and the pillar you are with the voice you carry here, so
I -- you know, it is what it is. But, you know, I know that day we
had that conversation over coffee, and I'm just --
MR. FLAUGH: We did.
COMMISSIONER KOWAL: You know, I'm just trying to
figure out, you know, like, my opinion and what I have to look down
the road what it's going to cost to keep this place running and keep us
safe and these things. And, you know, I don't want to raise the
millage rate, and I'm not going to raise the millage rate. I said that.
September 7, 2023
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I will not raise the taxes and -- but we still have to make it work
because we owe that to the citizens of Collier County.
So thank you.
MR. FLAUGH: I said it from the beginning; what I'm
proposing is really, really hard, and there's lots of reasons to talk
yourself out of it. So thank you for your time.
CHAIRMAN LoCASTRO: Thank you, sir.
MR. MILLER: Mr. Chair, your next public speaker is Tim
Moshier. He'll be followed by Dr. Joseph Doyle.
MR. MOSHIER: Good evening, Commissioners. Thanks for
the time this evening. I'm Tim Moshier, one of the newly elected
school board members.
I signed the pledge -- same tax pledge as you guys did last year,
and I'm tonight here in solidarity to honor the commitment to the
voters.
I applaud you in your efforts this evening in the budget spending
as well as keep property taxes low for the residents and many whom
are still facing expenses from Hurricane Ian as well as dealing with
the inflation of the president.
It also sends a signal to the community that we are committed to
keeping housing affordable for the first responders, teachers, and
service workers.
The school board is looking to propose a budget from the
superintendent and her staff of a property of increase of
10.66 percent, which is well over a hundred million dollars. I was
not successful at our first budget meeting in July to convince my
colleagues to change -- you know, even to look at any other rates or
anything, so I kind of got blown out of the water with that.
It takes some bold moves, as you're taking this evening, to look
at the actual rates and where we can save and what we can't save,
because we have a couple different rolled-back rates from the State
September 7, 2023
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than you guys have.
And I also invite you to the school board meeting on Monday at
4:30. We're going to be discussing our budget at this time on
September 11th.
I just want to thank you for your time and, you know, look
forward to seeing what you guys come up with.
CHAIRMAN LoCASTRO: Thank you, sir.
MR. MILLER: Your next speaker is Dr. Joseph Doyle, he will
be followed on Zoom by Kathy Raimondi.
DR. DOYLE: Good evening, Commissioners. Dr. Joseph
Doyle.
I'm here because the Lighting Fund for Pelican Bay falls under
this part -- this tax hearing. And I know we already discussed some
of it, but I just wanted to actually set the record straight from the first
hearing. The 935 is just for the beautification and the maintenance
of the streets and everything.
We just got assessed 2,195 from the Pelican Bay Foundation to
repair the restaurants and the other buildings that -- and the
recreational facilities that we all participate in, plus we pay $2,000 a
quarter -- or, no, $2,000 a year for the use of the Pelican Bay
facilities. So the total bill on an annual basis is over $4,000 a year to
live in Pelican Bay for that. So I just wanted to make that point.
(Simultaneous crosstalk.)
CHAIRMAN LoCASTRO: -- since we voted on that already.
DR. DOYLE: I know, but I just wanted to clarify, because
Mr. Dorrill -- I didn't have a chance to rebut what he said. I just
wanted to clarify that. I think it was a little misleading.
But, anyway, I'm here for the Lighting Fund. And as he did
say, they're going to raise $800,000 for the Lighting Fund, and
422- is going to be transferred over to a capital -- to the Capital Fund
for the rest of the beautification things.
September 7, 2023
Page 44
You know, you could debate whether they really should be
collecting all of that millage. I know it's -- again, it's the principle of
the matter. I think that they should live within the rolled-back rate
that we're trying to do for the rest of the county when it comes to that
Lighting Fund, and it's a $54,000 increase this year over last year if
you're looking at the rolled-back rate.
Now, I heard your -- you know, your discussion with
Mr. Flaugh, and it is difficult. I have an article here, actually, that
came off from the Clerk. She just put this in her newsletter. She
actually is a donor county to the rest of the clerks in the rest -- in the
state. And in order to make her budget, you guys are subsidizing her
over $400,000 a year so that she can continue to operate what she
needs. We need reform there so that you don't have to give the
400,000 to her. Again, as I mentioned with the other tax hearing, we
need to be creative on what we're doing.
Now, getting back to the Sheriff, last year the ad valorem was
529 million. As you were saying, it's, like, around 600 million.
This year, with the rollback, will be 553. So we have the money for
the Sheriff between last year and the rollback.
Anyway, we need to be creative. Again, I know that this is one
of your sacred cows, Commissioner, but Conservation Collier, .25
mills. It was voluntary. The rollback would be .2. Well, you
know, you could actually cut it back further. You know, we can
leave some things in place for the Sheriff. Cut back other programs
more. I know it's painful. Keith just said that. You may have to
bring Conservancy Collier down to .1 mill or .125, half of the two
point -- so that's all I'm just saying is let's be creative.
COMMISSIONER SAUNDERS: Mr. Chairman, might I make
a comment and ask staff a question on that?
CHAIRMAN LoCASTRO: Sure.
COMMISSIONER SAUNDERS: Actually, Conservation
September 7, 2023
Page 45
Collier is something I do support, and that was -- I think it passed by
about 80 percent of the voters. And it is collecting more money than
was anticipated. The 2.5 [sic] mills, I think, is going to generate
somewhere around $30 million or --
MR. JOHNSON: About 35.
COMMISSIONER SAUNDERS: Thirty-five million.
COMMISSIONER KOWAL: Thirty.
COMMISSIONER SAUNDERS: And so if there is a rollback
in the millage rate, it can be made up -- some of it can be made up in
that fund. There's no question about that. And I know -- I think
Commissioner McDaniel had mentioned that in prior -- in a prior
year -- it may have been even last year -- that we could roll the
millage rate back and take all of that out of the Conservation Collier,
and I think there is probably some flexibility there.
I don't think that it is a reasonable way for this government to go
to go to the total rolled-back millage rate. That may be something
that certain conservative Republicans would say, well, that's against
what the public will is, but I don't think it is.
I think in this community we love having these beautiful
medians. We love having your beaches clean. We know that
there's a lot of traffic congestion, but we also know that we're
spending hundreds of millions of dollars building new roads. And
so we're really -- you know, this is a beautiful place to live, and I
think most people want to keep it that way. And so I don't think it's
a violation of any pledge or anything to the voters to try to keep
maintaining that beautiful community that we have. But maybe
there is some flexibility in that.
DR. DOYLE: Commissioner, could I say one thing? I agree
with you.
COMMISSIONER SAUNDERS: Absolutely.
DR. DOYLE: Because we tried to do this with the school
September 7, 2023
Page 46
board at the end of July, and I said, we don't have to do -- what you
say about the pledge, we don't have to do it all in one year. I wanted
to do it over two years.
In other words, let's do -- and Commissioner Kowal's comment
about inflation and electricity and all that. It's too severe to go to the
rollback in one year. Maybe we go halfway to the rollback and then
look at the following -- you know, make this a process over a
two-to-three-year period. Then next year we can look at the
zero-based budgeting to get even more closer to the rollback.
You know, it's a process. I don't -- when we had -- even when
we signed up for Conservation Collier, times were good. We didn't
have all this inflation, and people didn't -- we didn't have Hurricane
Ian and people are paying out of pocket for stuff not covered by
insurance and stuff. It's a whole new -- it's a new setting.
And, you know -- but do we have to do -- get there in one year,
no, but let's look at a process. That's all I'm trying to say. And also,
you know, as far as Pelican Bay goes with that Lighting Fund, they
really should look at what they're doing, and maybe they just need to
rearrange their funds.
CHAIRMAN LoCASTRO: Thank you, sir.
DR. DOYLE: Thank you.
CHAIRMAN LoCASTRO: Mr. Miller, do we have any --
MR. MILLER: Yes. Our next speaker is on Zoom. Kathy
Raimondi, and she will be followed on Zoom by -- and I'm going to
do my best here -- Vaibhav Lahiya. I'm sorry, sir, if I'm
pronouncing that -- or, madam, I don't know. I'm sorry if I'm
pronouncing that incorrectly.
Kathy, you're being prompted to unmute yourself. I see you've
done that. Ma'am, you have three minutes.
MS. RAIMONDI: Okay. Thank you. As he said, I'm Kathy
Raimondi. I live in Golden Gate Estates.
September 7, 2023
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And I would like to comment on the budget regarding the funds
for Big Corkscrew Island Regional Park. According to recent
meetings, some commissioners mentioned cutting the already
approved funds for two projects. One involved the future baseball
fields. The other questioned the expense for chemicals to maintain
the swimming pool.
These two potential budget cuts went straight to my heart.
These two amenities were in our community where we lived while
raising our young family. There was a free Olympic-size
community pool with two diving boards; a high dive, a low dive.
The pool was one of the nicest things one could ever imagine having
in the community. Our kids still have the fondest memory of that
pool. Not following through with this pool here would be a very
cruel thing, especially after Golden Gate Estates has waited so long
for a park.
We also had a park with numerous baseball fields. Our kids
played there, and I was a coach for one of the teams. Several kids
advanced to All Stars. This park meant so much to the kids and the
adults. You could walk over and relax after a long day by watching
various groups play ball.
You've approved very large funds to support other Collier parks.
For example, $6 million for a pickleball court for Pelican Bay
district. That is a huge amount of money to give one district. And
this gift will cost every taxpayer in Collier County in 2024, from
which most won't benefit.
I'd like to encourage all five commissioners to put an end to
prioritizing annual budget funds, including grants, for the other four
districts. Please give District 5 its fair share of the funds.
Without doubt, it's nice to support Pelican Bay and provide
funds for this pickleball project, and I personally think it's nice;
however, it's not a need. It's a want. But District 5 needs so much,
September 7, 2023
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and District 5 does not seem like it's regarded with the respect
proportionately to the other districts.
District 5 has practically nothing compared to other districts. If
Collier allows homes to be built out here, then please do something
for the people here so their lifestyle is more than just a home. Give
the rural area equal funds or please stop giving permits to build
homes, period, because there is nothing here for people when they get
here.
Treat Golden Gate Estates, or District 5, with equality. Please
think about this question: Why do you allow any permits to build
out here if there's nothing for the people in comparison to the districts
that have so much.
In summary, as a bare minimum, please reallocate your
approved funds so District 5 retains long-awaited park baseball fields
and aquatic swimming pools in the 2024 budget. Please do it for the
children. Please give them good memories. And thank you very
much for giving me this opportunity to speak.
CHAIRMAN LoCASTRO: Who's the District 5
commissioner?
COMMISSIONER McDANIEL: Is that you or me?
Kathy, this is Bill McDaniel. Is she still on the line?
MR. MILLER: We can get her back permission to talk. Let
me see if we can get her to unmute again.
COMMISSIONER McDANIEL: I just wanted her -- make sure
she's still on there.
MR. MILLER: She can hear you, and she can talk about.
COMMISSIONER McDANIEL: Hey, Kathy. How are you?
MS. RAIMONDI: I'm here, Bill. I'm fine. How are you?
COMMISSIONER McDANIEL: Good, good, good.
I wanted to ask our County Manager -- because you made a
statement at the beginning having a discussion about cutting funds for
September 7, 2023
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our Big Corkscrew Regional Park, and I think that adjustment's been
made, and I wanted to correct the -- correct the record, if I can.
MS. PATTERSON: Yes, sir. The discussions about Big
Corkscrew Island Regional Park was simply looking at how we are
going to move forward in Phase 2 and looking at the programmed
amenities and timing. There are amenities that are definitely moving
forward now in Phase 2, that's the loop road and some of those
things, and then there are things that require additional consideration
on their placement, such as the baseball or other fields.
There's been no cuts to that program. In fact, we're working
very diligent to bring that aquatics facility into service, and
there's -- we've built it. So there's not going to be a cutting of
chemicals or shutting of the pool. It would be -- it would be illogical
and irresponsible of us to put that kind of money into a park only to
close it or not to maintain it. That's not on the Board here.
The second thing is, the pickleball $6 million is actually coming
from Pelican Bay. That's not county dollars. It's not coming from
the taxpayers of Collier County at large. That is contained within
Pelican Bay.
COMMISSIONER McDANIEL: And, Kathy, I don't want to
take a bunch of time today, but maybe off-line we can get together
and have a discussion just to give you the back story as to what our
County Manager was just talking about with the Phase 2 portion.
And the original proposed ball fields were over there, and what
I've deemed as -- or dubbed Big Jim's Bass Lake, and there was a
proposition of backfilling that pond, and there is another alternative
to accomplish the expansion of Phase 2 and construct the ball fields
and keep that lake all in one place. But that's -- it's not something
that we're going to necessarily discuss tonight.
I know there's been quite a bit of communication on the
interweb with people making accusations and things that just
September 7, 2023
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factually aren't founded. So maybe reach out, send me a note; let's
get together and talk. But I just wanted to share with you some of
the -- some of the truths as to what's, in fact, transpiring.
MS. RAIMONDI: Bill, can I make -- could I --
CHAIRMAN LoCASTRO: Yeah. Go ahead, ma'am.
MS. RAIMONDI: Can I make a -- thank you, Bill. I had
accepted your invitation for a discussion, and I know what you're
talking about, some things going on that are kind of disturbing in the
district. But one of the things I wanted to just say really
quick -- because I know you're all busy -- is I did listen to some of
the meetings, and some of the people came before your board, and
they would ask for you to -- for example, there was one person that
asked your board to renew a $100,000 grant. And one of you
gentlemen asked a very good question: Do you need that money?
And they actually said, very honesty, no, they didn't need it, but
you've given it to them before, so they would be able to appreciate
having it again.
And this is just a small example, because -- I think you might
have mentioned one of the projects, the baseball or the pool will
come to 60,000 and the other one will be about 80,000. So if people
don't need the money, we really need it in the Golden Gate Estates.
We have nothing. We have roads, and then everybody's
complaining about that and stuff.
So, really, I want to say thank you, everybody, for what you do.
I really appreciate -- Mr. LoCastro, I really like the way you run the
meetings. You're so respectful, and you give credit to people who
can get up there and speak, not passionately and angry. And so I just
love your demeanor and how you're handling the meetings, and
everybody else.
So thank you for hearing me, and please look after District 5 a
little bit better, because we don't feel like we're getting the fair share.
September 7, 2023
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Thank you.
CHAIRMAN LoCASTRO: Thank you, ma'am. I appreciate
those comments.
MR. MILLER: Mr. Chair, your final registered speaker tonight
is on Zoom, and, again, my apologies, Vaibhav Lahiya.
You're being prompted to unmute yourself. If you'll do so at
this time. I see you're unmuted. Could you please begin by
pronouncing your name correctly for the record.
MR. LAHIYA: Sure. I think you were close. It's Vaibhav
Lahiya.
COMMISSIONER McDANIEL: Very good.
MR. MILLER: Sir, you have three minutes. Please begin.
MR. LAHIYA: Thank you. Thank you for the opportunity.
I have a property in Naples, Naples Park area. It's in North
Naples. And I joined this public comment on the budget hearing last
year as well and as a new property owner at the time had done a good
amount of research and tried to make a number of points on this
public hearing. Unfortunately, it tends to be a one-sided
conversation where I have to make my comments in the three
minutes, and then thereafter any further comments that get made by
the Board I have no opportunity to refute.
So I'm going to make it easier for all of us this year, and I'm
going to give you some numbers. For folks on the board as well as
anyone listening to this -- I can't see the room, so I don't know who
else is sitting in there. And, by the way, it shocks me that there are
not more people that are coming in and providing their public
commentary in such hearings.
But I'll tell you this: Last year my taxes went up from 5,400 to
6,700. That was a 23 percent increase in my property taxes in one
year. Some of that is driven by increase in property value. No
structural improvements. If my property value's increasing, so is
September 7, 2023
Page 52
others. At the end of the day, there's additional dollars being raised
through taxes. One would say any increase in property value is
essentially the increase in taxes. I don't know how that all translates.
I can't imagine my property values increasing; others is not.
Now, knowing that there has been an increase just in market
value of property in that neighborhood, in that area and, you know,
it's all going to sort of level out in the next coming years, I fully
expected that the assessment value of my property will yet again
increase this year.
What continues to shock me is that we still have increased taxes
not just driven by increasing the value of the property, but also
because there are additional proposed budget increases.
So this year it's going from the 23 percent increase last year that
brought my taxes to 6,700, to 9,900 under the proposed budget.
That's a 46 percent increase in taxes.
I ask you: When does it end? As somebody who's employed,
working for an employer, not somebody who owns a business, I can
tell you that if my expenses increase, I don't just walk up to my
employer and ask them to increase my salary. So I'm not seeing a
dime of revenue increase for myself, yet whether it's services that I'm
availing to or taxes that I'm paying, they keep going up and up and
up.
The second column in the proposed, you know, tax assessments,
essentially, you know, talks about an increase free 67- to 89-, which,
you know, potentially is driven by increase in the assessed values of
the properties, which is what it is. But to then say let's also increase
the proposed budget over and above that, going up to 9,900, another
thousand-dollar increase, I just don't understand.
So, anyway, those were my comments. I think those are solid
numbers. Everyone listening to this, including the Board, I urge you
to reconsider this. This is just insane.
September 7, 2023
Page 53
CHAIRMAN LoCASTRO: Commissioner Saunders.
COMMISSIONER SAUNDERS: Thank you.
This is a question for staff, because I don't understand how a tax
bill could go from 6,700 to 9,900 this year. I'm looking at -- again,
just looking at the countywide tax increases, that if we -- if we kept
the millage rate the same, and if you have a one-million-dollar
taxable value in Collier County, your taxes would go up $384 if
you're non-homesteaded. If you're homesteaded, your taxes would
go up $106. So how does someone go from -- I assume it's a
residence. Maybe it's not -- maybe it's not homesteaded.
MR. JOHNSON: And I can attempt to answer that question.
In that situation, it would either have to be a change in ownership
where you are reset to market rate or -- what we've been seeing in a
couple instances this year is folks that have been on the
non-homestead and they actually go homestead, which then resets
their value to market rate as well.
So last year we had an average of 40 percent increases in taxable
value. This year it's 20. If you were to all of a sudden go to market,
you could have a substantial increase in your overall taxable value.
So it would depend on the status of the property owner and when
they purchased it.
COMMISSIONER SAUNDERS: And I'm not questioning the
speaker in terms of the numbers, but -- so there are scenarios where a
homeowner, whether homesteaded or not, could experience an
increase of taxes from 6,700 to 9,800? Now, I'm assuming that must
include schools and everything, but, that --
MR. JOHNSON: Correct.
COMMISSIONER SAUNDERS: But I'm not sure --
MR. JOHNSON: In the event of a change in ownership. So --
COMMISSIONER SAUNDERS: Well, he seemed to be
talking about how he owned this piece of property, and it went up a
September 7, 2023
Page 54
certain amount last year, and it went up a certain amount this year.
So the assumption I made was that he owned this piece of property.
Now, he didn't say whether it was a business property or a residence.
But assuming it was some kind of a residential property where there
was no change in ownership, are these numbers even possible?
MR. JOHNSON: And the change in ownership would affect
year two of owning the home. So if you purchase a home that was
homesteaded or a non-homestead, it would -- it would be under the
old -- the old rate, and then once it resets at the -- on January 1st for
this year, it would go to market value.
COMMISSIONER SAUNDERS: Right. Thank you.
CHAIRMAN LoCASTRO: I was just going to say, I get this
question a lot from citizens who send me a really angry email saying,
oh, my God, my taxes have exploded, and 100 percent of the
time -- because I usually reach out to Mr. Finn, and then he points me
in your direction or both -- 100 percent of the time when the answer
comes back to me, it's one of those half a dozen scenarios. So the
citizen makes it sound like, you know, look what you-all have done
to me taxwise. And I think to myself, I don't remember voting on
anything that quadrupled your taxes, and then 100 percent of the time
when you guys dig into that exact property, the scenario is always
they went from non-homesteaded to homesteaded but then it changed
the -- it was all of the scenarios you just described 100 percent of the
time.
MR. JOHNSON: Yep.
CHAIRMAN LoCASTRO: I mean, I just -- because I also tell
the citizen, I don't know how it could go that high, just like
Commissioner Saunders said, but I will find out. I want to educate
myself on your particular property. One hundred percent of the time
it's always some sort of change like that or a significant property
value increase.
September 7, 2023
Page 55
So it's like, you know, hey, it's stinks that your taxes have gone
up, but, congratulations, your property doubled or whatever the cost
was.
But I've researched these a lot, and you-all have given me very
quick answers that have come back, and then when I tell that to the
citizen, they kind of already new that answer, I think. You know,
they just wanted to vent a little bit.
MR. JOHNSON: Yeah. We get a lot of calls on that as well,
and those are the typical reasons.
CHAIRMAN LoCASTRO: Any more public speakers?
MR. MILLER: No.
CHAIRMAN LoCASTRO: Okay. So this is a good time for a
break. Let's see. What do you-all need? Do you want to come
back at -- I mean, if I said 7:00, was that too much, 15, 16 minutes?
(No response.)
CHAIRMAN LoCASTRO: Okay. We'll come back here at
7:00 p.m.
(A brief recess was had from 6:44 p.m. to 7:00 p.m.)
MS. PATTERSON: Chair, you have a live mic.
CHAIRMAN LoCASTRO: Okay. Thank you.
So we're done with public comments, correct?
MR. MILLER: Yes.
CHAIRMAN LoCASTRO: Did we didn't miss anybody?
(No response.)
CHAIRMAN LoCASTRO: Okay. All right. County
Manager, what's our next -- I mean, I can see what's next. Let's
move on to talk about the millage rates.
MR. FINN: Yes. If there's no change in the millage rates, our
next task is to essentially read those millage rates for the Board. So
if we're going to move in that direction, that's fine. If there is some
desire to adjust millage rates, staff would like to have that dialogue
September 7, 2023
Page 56
this evening so that at the second public hearing we will have
double-checked and triple-checked our numbers and made sure we're
correct.
We also need some time to run the calculations this evening if
we move in that direction; another brief break in order to calculate
those things. So that being said, if there is some discussion --
CHAIRMAN LoCASTRO: I have a question, and then
Commissioner McDaniel, he just lit up as well. And I meant to ask
this when you and I met yesterday. When I'm looking at the slide on
the millage rates, there's -- you know, you look at prior year millage
rates, there's -- you know, you look at prior year millage rate, 4.4396,
and then, you know, proposed millage rate, 4.4397. The three areas
where it changes is Bayshore Avalon Beautification, Rock Road, and
Collier County Lighting. Why do those three change again
and -- where all the other ones are static? What's the difference?
MR. FINN: Let me just eyeball this real quick.
Chris, if you can jump in, that's fine, too.
CHAIRMAN LoCASTRO: Because if you remember, when
we were in my office, I was like, why does it go from 96 to 97, and
then we sort of got off track. And then I made some notes last night
where I was just sort of going down the different dependent districts.
MR. FINN: So there was Palm River sidewalk MSTU, the
second one from the bottom, is a straight add of .5 mills.
CHAIRMAN LoCASTRO: No, no. Oh, okay, yeah. And
that was the other one, yeah; I'm sorry. Yeah, so there were four.
So that one's because of what reason? It goes from 0 to .5 for
what reason?
MR. FINN: The Board policy was to create an MSTU to do
some sidewalk work in the Palm River area, and so this is the first
year that we're implementing that. The actions were taken by the
Board and adopted by the Board, so this is the implementation of
September 7, 2023
Page 57
Board policy.
CHAIRMAN LoCASTRO: Okay. So continuing from the
bottom, the next one where there's a change is Collier County
Lighting. It goes from .1154 to .1025, so it actually goes down.
Why is that?
MR. JOHNSON: You want me to answer that question, then?
MR. FINN: Yes. Please, Chris.
MR. JOHNSON: Commissioner, that was -- that's the
rolled-back rate for that district. After going through the budget,
staff had put together a budget around the rolled-back rate. I don't
know if you were here or not, but we -- I think prior to you, we did a
large upgrade with LED lighting which has been saving us funding in
that fund.
CHAIRMAN LoCASTRO: Okay. How about Rock Road?
So working your way from the bottom, it goes from 1.34 to -- you
know, it goes back to the rolled-back rate as well. Why was that?
MR. JOHNSON: And Rock Road was due to a very large
taxable value increase. They're building subdivisions over there that
are currently included within the MSTU. I believe the Board -- the
Board will see items moving forward to adjust those boundaries.
COMMISSIONER McDANIEL: We're going to adjust it right
now as soon as he calls on me.
CHAIRMAN LoCASTRO: And then Bayshore Avalon
Beautification, that one went from 2.3 to 2.1. What was the
difference there?
MR. JOHNSON: And that was based on the advisory board's
recommendation.
CHAIRMAN LoCASTRO: Okay. Okay.
Commissioner McDaniel, sir.
COMMISSIONER McDANIEL: Yeah. Well -- and you
grabbed on the Rock Road. There was -- there was a time when
September 7, 2023
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Rock Road was zero.
MR. JOHNSON: Correct.
COMMISSIONER McDANIEL: And then -- and I was told
because -- because it was an inordinate amount of money, the people
in the Rock Road area created their MSTU, were taxed to -- and
brought up -- taxed themselves, brought up Rock Road to a standard,
turned it over to the County, and there was no need for that. But
because of the area and the subdivisions that then transpired, the
dollars went off the chart.
And I was told by previous administrations that that extra money
that year -- because I was chirping about it -- that extra money that
year was going to go to satisfy the existing debt and they'd move the
rate to zero, and then all of a sudden it came back to this rate here.
And I'd like to see it go back to zero.
There's no -- as a matter of -- at one time there was a discussion
about sunsetting that MSTU because Rock Road is completed.
MR. JOHNSON: And, currently, the fund -- the Rock Road
fund -- the funds are -- they're utilizing those funds to continually
re -- put the lime rock on the road, and do --
COMMISSIONER McDANIEL: It's paved.
MR. JOHNSON: -- patch repairs. All the way down to the
back?
COMMISSIONER McDANIEL: Pretty sure.
MR. FINN: No, sir. There's a portion of that that is not -- that
is not paved. They did pave a portion of it.
COMMISSIONER McDANIEL: Well, there was a time that
we moved that rate to zero, and then there was discussion about
extinguishing that MSTU at all, so -- and I have a question for staff.
This is my second question to that.
CHAIRMAN LoCASTRO: Okay.
COMMISSIONER McDANIEL: You reading these rates
September 7, 2023
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Ed -- Ed?
MR. FINN: Yes.
COMMISSIONER McDANIEL: Ed Finn, you reading these
rates into the record doesn't codify them. If this board -- if we
make -- I mean, it's a function that has to happen tonight, if I'm not
mistaken. It's part of what we're here to do. But if we make a
decision to move a rate from one way to another, it doesn't stop
us -- stop you from reading these rates, because we don't adopt these
rates until the last budget hearing in September.
MR. FINN: You're correct, sir.
COMMISSIONER McDANIEL: Okay.
MR. FINN: We, ultimately, can adjust the rates then. My
sense of it is, if the Board has the interest in doing so, we, perhaps,
could have that discussion before we do these rates and be able to
close out that piece of business. But, alternatively, we can -- we can
proceed with the agenda, get through this, and deal with it all at the
second public hearing.
There's always risk in being hectic, but if we're prepared for an
adjustment, we certainly can accommodate that at the second public
hearing as well.
COMMISSIONER McDANIEL: Well -- and I'm off my Rock
Road kick for now.
MR. FINN: Okay.
COMMISSIONER McDANIEL: I'll light up again if you want
to -- Commissioner Saunders is ahead of me.
CHAIRMAN LoCASTRO: Commissioner Kowal's actually
next.
COMMISSIONER McDANIEL: Okay.
CHAIRMAN LoCASTRO: Commissioner Kowal.
COMMISSIONER KOWAL: Thank you, Chair.
Yeah, that was kind of my question was that, you know, reading
September 7, 2023
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these now versus -- because there are some here -- items that I'd like
to visit and look at the rollback, and I think it would behoove us
to -- if we're going to do that, do it tonight so when we have the
numbers to go to the 21st meeting, we're not doing it then. I don't
know if that makes sense or if that's the efficient way to do it, and
that way we're not delaying, and we're playing catch-up on the 21st.
MR. FINN: Well, sir, we're certainly here tonight to take care
of this business, and if there's business to be done, we'd certainly like
to get as much of it as possible out of the way tonight.
CHAIRMAN LoCASTRO: Commissioner Saunders, you're
next.
COMMISSIONER SAUNDERS: This may sound like kind of
a strange procedure, but I'm just throwing this out as a thought that
just popped into my head.
If we wait until the second hearing to make a final budget
decision which results in a significant reduction in the millage rate,
then staff is going to be in a really hard position to let us know what
the impact of that is quickly.
So what I would suggest is let's have the discussion on what
millage rate we desire as of tonight, not set that in stone, and let staff
come back and tell us what the impacts of that would be so that at our
second meeting we can re-think that if we want to. So kind of have
it both ways where we tell staff, here's the millage rate we think we
want to go to, but we're not going to vote on that millage rate and set
it in stone. We're not going to lower it tonight. We're going to wait
until the second budget hearing where we can ultimately make that
decision, after we hear from our constituents, because then there will
be some publicity as to what that really means. Again, just a
thought.
MR. JOHNSON: And that would allow us to prepare for that
final hearing, basically preparing two different versions of what we
September 7, 2023
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need to prepare.
COMMISSIONER McDANIEL: I'm still lit up, by the way.
CHAIRMAN LoCASTRO: No, I know. I shut you off by
mistake. Go ahead, sir.
COMMISSIONER McDANIEL: And on that note, one of my
suggestions -- I made it to -- I think I made it to Ed earlier today, was
after we have these discussions about the different millage rates, we
could have an agenda -- we could talk about it tonight without you
scurrying around trying to figure out what those impacts are on the
cuff and then bring it back, even if it's a walk-on item on
Tuesday -- we have another public meeting on Tuesday -- and talk
about the impacts, as Commissioner Saunders talked about, of those
adjustments and then be mentally prepared to go forward with a final
setting of the budget in our last budget hearing the week after that,
the week after next.
So that would be, in my eye, a good way to go.
CHAIRMAN LoCASTRO: I love everything that I heard. I
would just say, I think, let's try to cuss and discuss, as I say a lot of
times, as much as we can tonight. We are -- this is a little bit of a
ticking time bomb. We are up against a time-sensitive issue, but it's
less time sensitive at this meeting than it's going to be at the next
meeting.
So I love what Commissioner Saunders said, which is, hey, let's
talk -- and maybe not in a finality vote, but let's talk in terms of we're
getting down to some real specificity tonight, and then we just have
maybe a little bit left and a little bit of wiggle room. It doesn't mean
we can't do a complete 180 but, boy, I sure hope that we don't,
because then we're putting the staff in a really tight spot, and then
we're just going back to square zero.
So, I mean, I'm not staring at the clock tonight. I mean, if we've
got to order a bunch of pizzas and roll our sleeves up, then that's what
September 7, 2023
Page 62
we do, but we really need to leave this meeting with as much stuff
done as possible. I think everybody in here agrees with that, or else
we're really going to put ourself into a tight -- a tight spot.
But, like Commissioner Saunders said, it doesn't mean we have
to have a final vote. I like the idea of chewing on it for a bit, hearing
from our constituents. But, you know, let's light up as much as
possible here tonight and really talk about what you're concerned
about or what answers you need from the staff, because this is -- to
me, this is really the meeting where -- you know, where the meat's
really on the bone. The vote at the end is -- you know, yeah, that can
happen on the 21st, but, you know, tonight's meeting, you know,
should be the rolling up of the sleeves, asking as many questions as
you need to ask so that when we leave here the staff has a lot of
homework assignments, or they don't. And we're doing that now.
So let's, I think -- you know, let's keep that -- let's keep that going.
Commissioner Hall.
COMMISSIONER HALL: Thank you, Chair.
A couple of things. I promised not to raise taxes, and I'm going
to stick to it no matter what I got to do. I may be the only one ever,
but I'm going to stick to my word.
And when I look at millage rates versus valuations, if my bill is
higher and my valuation is the same, that's a tax increase to me. I'm
looking at dollars to the public. Not percentages, not valuations, not
this, and not that. I'm looking at actual dollars that the public pays
for us to run our county.
Now, I do think that with a rolled-back rate there are ways that
we can go back and adjust and find some -- and find, what is it,
60 million bucks. Is that the figure?
COMMISSIONER SAUNDERS: Close.
COMMISSIONER HALL: In seven or eight months of doing
this job I've seen where we can probably renegotiate some things or
September 7, 2023
Page 63
not negotiate at all and not hire some thing -- and not do some things
to find 60 million bucks. I think we're going to talk about a lot of
this on October the 2nd, so that's coming up.
I have a question, and this is just a hypothetical thing, because I
don't know of other taxing, you know -- so I'm just going to say it.
I'll be in the newspaper.
COMMISSIONER McDANIEL: Again.
COMMISSIONER HALL: Conservation Collier, we have
up -- we are allowed to charge up to .25 millage for that; is that
correct?
MR. FINN: Yes, sir.
COMMISSIONER HALL: Do we have to collect that millage
rate in one year? So can we decide not to collect for Conservation
Collier in this coming fiscal year and then go back to doing our
regular Conservation Collier next year?
MR. KLATZKOW: Yes.
COMMISSIONER HALL: Okay. So I think there's money in
that coffer that they -- we're not able to spend that much money. So
it's not like we're robbing them of the opportunity to -- you know, for
us to purchase conservation property, but we're just postponing
collecting the tax on that so we could roll the rate back and maybe
add the Conservation Collier millage to that rate to lessen
that -- because you said it was going to be, what, 30 million bucks,
$35 million?
MR. JOHNSON: It's 50 -- are you talking about Conservation
Collier or the rollback?
COMMISSIONER HALL: Yes, Conservation Collier.
MR. JOHNSON: Thirty-four million.
COMMISSIONER HALL: Huh?
MR. JOHNSON: Thirty-four million.
COMMISSIONER HALL: So there's half of that 60 million
September 7, 2023
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right there just --
COMMISSIONER McDANIEL: Are you talking about
going -- sorry. I didn't mean to jump. Forgive me.
CHAIRMAN LoCASTRO: You're next anyway.
COMMISSIONER McDANIEL: Are you talking about going
to zero on Conservation Collier?
COMMISSIONER HALL: Yes, just for the year, because
they've got a surplus of money. I mean, if it was -- if they were
needing money to purchase properties, I'd never even think about
that, but -- just an idea.
CHAIRMAN LoCASTRO: Commissioner Saunders.
COMMISSIONER SAUNDERS: Yeah. Let me explore that a
little bit with you, Commissioner Hall, because I understand the tax
pledge and not raising taxes. And there's no question that an
increase in the millage rate is a tax increase. There's --
COMMISSIONER HALL: No question about that.
COMMISSIONER SAUNDERS: No one can debate that.
And if you roll the millage rate back and cut everything out of
Conservation Collier -- and this is just a question for you -- and we
do that for one year in order to refund Conservation Collier, you need
to -- have to find another $30 million somewhere in the existing
budget, or you'd have to raise the millage rate again.
COMMISSIONER HALL: No, I'm all with you. What I'm
thinking about -- and I didn't say it -- was doing something right now
and then entertaining this -- I love this zero-based budget idea,
reengineering processes, looking at where we can do things maybe
differently. Other than that, we're going to be at a $3.2 billion
budget, a 3.6 -- I mean, where is the end?
COMMISSIONER McDANIEL: There is no end.
COMMISSIONER HALL: There is no end. So that's why I'm
saying, that would give us time. That would give something in the
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interim to lessen the burden on the taxpayers and then give us time to
do the hard things and to be -- and to do the -- make the hard
leadership things.
CHAIRMAN LoCASTRO: What's 25 percent of $60 million?
COMMISSIONER HALL: Fifteen million.
CHAIRMAN LoCASTRO: Fifteen million?
MR. JOHNSON: Fifteen million.
CHAIRMAN LoCASTRO: I think that's what we gave Great
Wolf Lodge, right? Yeah. Okay.
MR. JOHNSON: Correct.
CHAIRMAN LoCASTRO: Commissioner McDaniel.
I had to throw that in there. I know. I know. Go ahead. Let
me hear it. You're next. It's real money. We're sitting
here -- we're sitting here arguing over 60 million, but we -- you
know, we've thrown out -- like, I agree with Commissioner Hall,
we've thrown out numbers for other things and thought -- didn't think
as long and hard of it as we're sitting here right now trying to sharpen
our pencils.
But having said that, sir, go ahead. Commissioner McDaniel.
COMMISSIONER McDANIEL: I forgot what I was going to
say.
CHAIRMAN LoCASTRO: Do you want me to go to
Commissioner Kowal?
COMMISSIONER McDANIEL: Yeah.
CHAIRMAN LoCASTRO: Okay. Commissioner Kowal.
COMMISSIONER McDANIEL: Cut it out.
COMMISSIONER KOWAL: Thank you, Chairman.
I was thinking along the same lines as Commissioner Hall, but I
wasn't talking about a total zero rollback but finding a number that
will work because, you know, I've studied the program itself, I
looked at it, and in the design of the program itself, it was only
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supposed to operate at 20 to 25 --
CHAIRMAN LoCASTRO: Just Conservation Collier?
COMMISSIONER KOWAL: Conservation Collier, at 20 to
$25 million a year. And even if you go with the rolled-back rate
compared to what it was last year, they collected 30 million,
537-and-some dollars. Even if we went to rollback, they're still
going to make almost a million dollars more in cutting it from the .25
back to what -- the projected rollback is .22.
But I think we could probably even go back a little further.
Maybe not to zero. But like we said, we're slowly working our way
to where we're getting closer to, you know, actually finding ways to
start cutting this.
And then when we do come to a final number, we are putting
out a number that's lower than what we've operated pretty much at
the last 14 years. I think it's been pretty steady. And we could see
that -- you know, they're in -- right now I think in their maintenance
budget they're projected to have an additional $51 million sitting
there, which, even if we stopped putting money in their maintenance
budget, which is only 25 percent of the money they collect over the
10 years that it's been in -- or now I think 12 years, they could last
almost 20 years on that just for the amount of maintenance money
they use as of right now without collecting another dime and putting
it into the maintenance.
It just jumps out to me. Conservation Collier, when you look
down this column, they have two of the biggest numbers in surplus.
I mean, it's just amazing. And this is a program that's not -- it's a
wish. It's a wish. It's a wish that somebody has a piece of property
willing to put into the program, and then we're willing to buy it.
This is not something that is a required operation to operate the
county.
And we're not walking away from the program even if we
September 7, 2023
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reduce it. It's still going to function probably where it's supposed to
function at but, at the same time, these are not requirements, you
know, for the County to run in operational budgetary parameters with
what we have.
We can't predict who's going to donate or bring a piece of
property up to Conservation Collier. I can't predict that. I don't
know who next year's going to come and say, I have a piece of
property I think will work in the program. Look at it, you know.
But we just keep collecting money over the -- and it keeps growing
and growing the amount of money we collect for this program.
And, you know, this is money that's real money, you know, that
should be used for other areas. You know, like we -- we were faced
with the underfunded items on that list just a few weeks ago. You
know, these things just -- to me, it just makes a little bit of sense to
start picking at these tonight, get some ideas where we can try to
agree on this and do cut back and maybe see what the impact is and
then move forward in the next meeting.
But I don't know about 100 percent, but I think we could
probably take a chunk of this, and it would still operate the same as
they're operating now, and it won't really affect it much. And -- you
know, then that will force us to look at these properties in a different
way, too, the importance of them -- the value that we're actually
getting on return on our investment.
CHAIRMAN LoCASTRO: Let me ask the County Attorney,
because, I mean, that Conservation Collier is something that,
obviously, the citizens voted on, but if I -- if I'm summarizing
correctly what you said, I think back to one of the other
commissioners, our charter is that it's -- that we can spend .25 or we
could go less. We can't go above it, right --
COMMISSIONER McDANIEL: Up to.
CHAIRMAN LoCASTRO: -- without -- up to .25. But
September 7, 2023
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considering what Commissioner Kowal just said, County Attorney,
do you have a comment -- the way -- you know, since -- with your
understanding of Conservation Collier and where our wiggle room
could be? And this is just hypothetical. This is what this meeting's
supposed to be, us brainstorming possibilities.
But since that was voted on by the public, I just -- I know that
we have to stay in a very specific lane. Would we be able to make
those kind of adjustments like what Commissioner Kowal just said
and still be within the parameters of what citizens voted on?
MR. KLATZKOW: Yes, because there was always that
flexibility built in that. It's up to a quarter mill.
CHAIRMAN LoCASTRO: Okay. So, I mean, some of the
Conservation Collier --
MR. KLATZKOW: Everyone should have -- the .25 may have
become an expectation by people --
CHAIRMAN LoCASTRO: Right, yeah.
MR. KLATZKOW: -- but it's not required.
CHAIRMAN LoCASTRO: Yeah, okay.
Commissioner McDaniel, sir.
COMMISSIONER McDANIEL: Yes. And I just finally got
to the Rock Road budget. I was going through it.
CHAIRMAN LoCASTRO: Time for a break.
COMMISSIONER McDANIEL: Well, I mean, these things are
all -- they're just in here, but -- and I -- I think we have to look -- I
would prefer that we start looking past just this year over last.
This circumstance -- Commissioner Hall, you brought up a point
earlier about where does it end? Well, it doesn't end. It never ends.
Commissioner Kowal, you brought up a very valid point of
expectations of growth and expenses associated with that. Who
would have thought that we would experience the enormous amount
of growth that we have in the recent past, let alone what might
September 7, 2023
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happen next year?
But there has been a dire need for our county to shift its ways in
how it's been doing its business. From a -- and now we're 2-plus
billion -- 2.4 billion, I think, all-in budget, if I'm not mistaken.
Historically, there was -- when you move back into -- clear back
into 2007, that's when the Great Recession transpired and assessed
valuations were decreasing, and those boards actually lowered the
rates to help offset and compensate. And the county's revenue went
like this (indicating) from '07 clear down to '12. And then, starting
in '12, that's when it kind of sort of leveled off, and we went back up
over to in excess of a billion dollars total collected in our total
budget.
But the management of the funds, as the money started going
back up, didn't go back in to fill the offsets in deferred maintenance,
capital projects. When Commissioner Saunders and I came into
office in 2016, there was a billion -- minimum of a billion dollars of
deferred capital and maintenance that were sitting on our shelves.
I think, Amy, you and I talked. There was well over
200 million alone just in stormwater, 150 million in capital, and in
excess of 50- in maintenance.
And so when you -- when we're talking, when we're going
forward, I would really like for us to develop a plan to have
honest-to-goodness real live looks.
Commissioner Saunders brought up a really important point
when he was talking with Keith. We really only have discussion
or -- can decide over plus or minus 630, 615 million I think is what's
estimated in this particular budget between the ad valorem. The rest
of it's our taxes that --
COMMISSIONER SAUNDERS: Minus the Sheriff's 250.
COMMISSIONER McDANIEL: Well, yeah, but I haven't got
there yet, so -- and that's -- so when we're -- when we're -- when
September 7, 2023
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we're talking about these rolled-back rates, I think -- I think
consideration needs to be given to look in that -- looking at our
history and implementing processes so that we stop this forever
going-on thing and better manage our expenses, because, you know,
it's been brought up several times, I mean. I own my own company,
and I can see waste and fluff in my own company let alone what
exponentially could be fluff in our government systems.
The suggestion that I would like to -- that I would like to make
is that we give direction to staff to move some of these rates back to
the rolled-back rate and then give us information as to what those, in
fact, impacts are.
I think, Commissioner Hall, you brought up a point. I mean,
there's -- Conservation Collier is an important component of our
community. There are -- there are things that potentially could be
done with those monies that are going to be an aggregate benefit to
our community in a lot of different ways, not just in the
environmental prospects of the acquisition of a particular piece of
property.
But in the big picture, these are very, very difficult decisions
that have to be made when our sheriff, who is our number-one job to
keep our families and neighborhoods safe, when our sheriff consumes
nyon 40 percent of the dollars that we have really any discretion over
from an ad valorem standpoint. There's other dollars. I mean, you
don't get to 2 billion-plus without having other income.
The other side of that equation -- and I've brought it up several
times, brought it up last year, brought it up the year before, our board
puts out budget policy, budget initiatives in the spring. And this
year we recommended 4 and a half percent year-over-year increase.
Look at the -- look at the percentage increases that are over here.
I mean, I don't need to point them out individually, but I really
would like to see better adherence to the guidance that comes from
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this board with regard to -- I mean, because you folks are making
those recommendations to us. We didn't just dream up that a 4 and a
half percent year-over-year increase was okay. You were the ones
that necessarily assisted us in making -- making those -- I'm looking
at Amy right now.
You are the ones that made those recommendations to us. I
would like for, going forward, we spend more time with those
recommendations on those individual budgets to maybe reign back
some of what is perceived as extraordinary.
CHAIRMAN LoCASTRO: I mean, Ms. Patterson, I don't -- I
know I don't need to, you know, speak on your behalf, but we've had
these, you know, conversations before. I fully appreciate what
Commissioner McDaniel's saying, 100 percent accurate.
But some of the things that really have been an eyeopener to
me -- and, I mean, you know, I haven't been a county commissioner
here for 24 years or anything, but it's been an eyeopener some of the
stuff that, as a new County Manager -- and you're not new
anymore -- but the things that you've discovered that maybe were
underfunded, some things that maybe are significantly in need of
replacement, not repair, the way maybe had been talked about for
years. Oh, this is -- this -- you know, this chiller's fine, and, you
know, I can go through HVAC and all the things with our sewer and
water system.
So there's quite a bit that, with you and your new team -- we
have a lot of new staff here. I mean -- and I was -- in my notes here,
although there's quite a few that didn't stick to the 4 percent, there's
also quite a few that, in some conversations I had with the staff -- and
we all did -- who really did sharpen their pencils to take a look at
some things.
But correct me if I'm wrong, some of what might look like
inflation was because of very specific things that they discovered that
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are going to come back and bite us if we don't catch up to some areas.
So, I mean, I'll turn over the microphone, you know, to you. I
mean, this is what we're here to peel back. I mean, you know, if
somebody artificially inflated their budget, one of the departments or
any of the things listed on here, then I would expect you would have
caught that, some of the numbers on here that are kind of
mesmerizing as far as the increase. I know we talked about some of
them, but, you know, let me -- you know, for the record, why don't
you comment on some of the -- of the comments we're making.
MS. PATTERSON: Yes, sir. So one of the things that
the -- well, first, let me step back to Commissioner McDaniel's
comments about budgeting to the percentage and how that -- that's
kind of the way that it's been done over the years, conservative
approach only to be often pleasantly surprised by the increase in
valuation. And we've had a lot of conversations at our level that
maybe we need to adjust that a little bit, coming to you earlier than
February or March and then talking about your priorities and then
trying to look at the cost of some of those things as well as still trying
to capture the true cost of what it does -- what it costs to do our
business.
So some of the surprises this year, for us, were, obviously, the
electric and commodities. It's -- if you own a home, if you live here,
if you live anywhere, you know that electric has gone up as well as
lots of other goods and services. So everything costs more.
We can't very well come to you and say, well, you need to give
us more money to keep the lights on, but we've filled our budget with
these other things. That's the evolution of the UFR.
Another big expense, property insurance. Not a surprise to
anybody. We hear conversations about our own homes and
insurance, so that's a big number in these budgets.
And then as touched upon even about Pelican Bay is the cost of
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employment. We found ourselves in a position where our pay plan
was aged, very aged. We were losing people. Not only beginning
in the pandemic, but just as things were getting better, people were
being aggressively recruited away, and we were not competitive.
And we will never be the private sector, but we weren't even
competitive with our own government peer group, so we had to take
steps to adjust our pay plan and say that we're not going to fall behind
like that again.
Again, we're not attempting to be competitive with the private
sector. The rise and fall of the private sector is a different thing, and
we deal with, you know, in the government how that affects our
employment. But we can't have, you know, a decade-old pay plan
and expect that people are going to stay here. So those are things
that people had to think about as they developed these budgets.
To your point, we're faced with backlog maintenance, years and
years and years of maintenance issues, stormwater, aquatics facilities
and those things. They're big capital projects. We have an aging
infrastructure in the ground. And it's the things that you don't drive
around and see.
It's -- one of the favorite things I say is, we drive around and we
see beautiful landscaping. It's right there, and you can look at it.
You don't drive around and say, look at the beautiful stormwater.
It's mostly underground, and unless you're flooding, it's not
something that you think about every day.
But when you have 40- or 50- or 60-year-old infrastructure in
the ground, that's something that has to be addressed because it also
compromises the rest of your infrastructure. It starts to affect your
roads, water and sewer, and they're all cobbled together.
So those are all things that we're struggling with on how to
prioritize and also how we articulate that to you in a way that is
measured and meaningful. For us to come in and say give us
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$100 million here or $50 million there with no ability to execute
which, again, ties back to the commodities, it ties back to
employment, if we can't execute the projects, there is no sense in us
asking you for the money.
We need to make you aware of what we're facing, but we can't
very well stack a whole bunch of projects that we're not going to be
able to -- we're not going to be able to perform on.
So it's a real balancing act. I have to say that the staff was very
thoughtful in their review. We had a lot of really good conversations
about trying to start to articulate the need so that you-all will be able
to make informed decisions. But in the end that's what we owe to
you is to tell you what our professional opinion is, and if you tell us
you want to try to hire a consultant and try to look at a zero-based
budget, we're going to execute your decisions.
You are the policy-makers and whatever that is, we will -- we
will take that guidance, and we will march out with it.
CHAIRMAN LoCASTRO: Commissioner McDaniel's next.
I was just going to say, something that's sort of lost in this
meeting is all the -- all the documents that are in front of us just
weren't photocopied from last year and put in a binder. So you have
driven a lot of meetings with the staff and tightened belts. And we
could have -- we could be seeing very different numbers right now if
all those steps would have been skipped. These numbers would be
all probably significantly inflated.
So, I mean, I commend the staff for what -- how they were able
to -- you know, we're at Step 5 right now, and Step 1 through 4 was
sort of invisible to us, but it wasn't to you. And, I mean, there's
definitely a lot of work that has been done. But now, you know, like
Mr. Flaugh said, it's like this is the hard part, you know. Now this
is -- you know, this is the tough part, and we know that.
Commissioner McDaniel, sir, you're next.
September 7, 2023
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COMMISSIONER McDANIEL: Yeah. I'm going to jump
back over to Rock Road and just use it as an example. I mean,
I -- literally, I -- we spent $21,000 in operating expenses in '22,
estimated it to be 63,000. We spent 21,900, 22,000 in '23, and now
we're estimating it, again, to be 70,000, and we're sitting with
90 million in reserves or, excuse me, 90,000 in reserves. I misspoke.
There's a 9 percent -- 9.9 percent increase in taxation there
because of the increase in taxable value because of the subdivisions
that are there. And this is peanut money, but I -- I'm sorry?
COMMISSIONER HALL: It's compounded.
COMMISSIONER SAUNDERS: Forty thousand here, 40,000
there. Pretty soon you have a pile.
And so -- and I look -- I'm looking through other budgets that
are in here now with the '22 actual expenditure, the estimated -- you
call it forecasting because we're only a month away from the end of
'23, and there are significant increases budgetarily just simply -- that
are coming in, I believe, just simply because the rate has stayed the
same and the valuation of the properties. I saw it in -- I see it down
in Bayshore as well.
So, first of all, you know, I've got a -- I've got a -- I've got a spur
up under me with regard to Rock Road because of the increase in the
area and the subdivisions that were there. I would like an adjustment
to be effectuated in Rock Road back to the forecasted actual revenues
that they spent in '22, which is very close to what they spent in '23.
There's an ongoing process there, and utilize -- and I assume we can
utilize the reserves to pick up an unknown, unexpected expense that
can happen so that we aren't shorting the MSTU?
MR. FINN: And if I may, sir, taking a quick look at the budget,
you're not wrong. Budgets typically tend to be conservative and try
to stay on the side of making sure we have money so we can respond
to emergencies.
September 7, 2023
Page 76
COMMISSIONER McDANIEL: Right.
MR. FINN: In this particular case, if it is the Board's desire to
run that a lot closer to the wire and project -- burn down a little bit of
the reserves that are there for emergency fund operations and reduce
that millage a little bit, I think that probably could be achieved.
COMMISSIONER McDANIEL: And/or a discussion with
regard -- because I think -- I don't know if the MSTU's going to stay
in place or not. But, you know, the ongoing maintenance, repaving
of the road, those are all things that can -- should be budgeted for.
Those are the capital asset replacement and maintenance funding that
you and I've gone round and roundabout, so...
MR. FINN: And if it pleases the Board, that may well be one
that we take a look at over the next couple of days and bring a
recommendation back to you.
COMMISSIONER McDANIEL: That would be fine with me.
I'd make that recommendation. If you want it in a motion, I'll make
that recommendation.
MR. FINN: Okay.
CHAIRMAN LoCASTRO: Commissioner Saunders.
COMMISSIONER SAUNDERS: Thank you, Mr. Chairman.
When Commissioner McDaniel and I got on the Board in
2016 -- and Commissioner McDaniel has pointed this out -- the
County was really in a deep hole in terms of infrastructure in terms of
deferred maintenance. And we took a lot of steps to start filling that
hole. And I admit that we did a little bit of digging ourselves. But
we were still making a strong effort to get the County back on a
strong financial footing.
Part of that was maintaining the current -- then current millage
rate, and the millage rate that's in effect today and not doing these
rolled-back millage rates because we knew that we had to have
flexibility, and we knew we were trying to get out of this big hole.
September 7, 2023
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Part of filling that hole up was the one-cent sales tax that, quite
frankly, we will have raised for our -- for the County's expenditures,
over, I think, close to $470 million and another 50 or 60 million is
going to the City. So that has really put us in a strong position to get
ahead of some of these problems in terms of transportation in terms
of deferred maintenance.
Now, we're -- and we also recognized as we were doing this that
we needed some flexibility. So we had Hurricane Irma, and we
responded really to that. Now, we had all kinds of problems, but we
responded, I think, as best as could be expected of any government
where 100 percent of the power in the whole county was gone for a
couple of weeks.
And then last year, we had Hurricane Ian, and, of course, we
really responded extremely well to that and got everything cleaned up
and helped the City of Naples and our other municipalities in getting
back up to speed. And I kept making the argument, let's don't go to
the rolled-back millage rate because we don't know what's going to
happen down the road.
So now we roll the clock forward. We're in a much better
position, but we're always going to be -- as it's been pointed out,
we're always going to be growing, and our needs are going to
continue to grow.
And now we have a tax pledge, and I want to talk a little bit
about that, because four commissioners have signed a tax pledge.
Now, I was presented with these tax pledges almost every year when
I was in the legislature, and I didn't sign them, and I haven't signed
one now, and I didn't because I felt that you just don't know what's
going to happen. You don't know if you're going to have to raise
some fees. You don't know if there's going to be a hurricane and
you're going to have to have more reserves. You just don't know
what's going to happen. And so -- but I respect everyone signing
September 7, 2023
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that. I understand that a pledge is a pledge.
But this is kind of directed to Commissioner Hall, because I
think it's important that we kind of understand what it means if you
have a pledge and you're not going to raise revenues one year above
what they were the year before, that -- which is what we're talking
about this year.
So let's say we go to the rolled-back millage rate this year,
which I think is -- I think we're probably going to be somewhere in
the middle. But let's assume for a moment that we go to the
rolled-back millage rate. Well, that's great. We've cut taxes. Now,
we roll the clock forward to next year, to the next budget cycle. We
have growth. We have more assessed values. We have more
people going here. And if we stay at that rolled-back millage rate
that we just adopted this year, we're going to have more revenue.
So, then, with the tax pledge, does that mean you have to roll the
millage rate back that year, too? And every year that we grow in
population, every year we grow in revenue, you're going to
have -- you're going to be faced with, well, if this is a tax increase,
then we have to roll the millage rate back every year that we're
growing. That would be the pledge, and that really wouldn't make a
whole lot of sense, because it would be irresponsible.
And then all of a sudden, you know, we have a depression and
values go down, and then you're faced with raising the millage rate to
make up for some of those losses and, again, that's a tax increase.
And so I just want to throw that out that, with these pledges,
we've got to be very careful and kind of define what they mean.
Now, Mr. Flaugh was talking about a state statute that says,
basically, if your revenue goes up and you don't reduce the millage
rate, that's a tax increase, and that's a state law that says that. Well,
that state law is only there for purposes of directing counties and
cities to advertise their budgets. It has nothing to do with pledges or
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anything of that nature. It was purely a technical rule designed to
tell cities and counties, when you have increased revenue, that's a tax
increase for purposes of advertising, and that's all that it is. It's not
something that's binding on anybody sitting here in terms of a tax
pledge.
I want to kind of throw that out because we -- you know, this
really is the -- like I said, the 800-pound gorilla in the room, and I
just think we have to be careful. And, Commissioner Hall, that's
why I'm just saying --
COMMISSIONER HALL: No, I hear you, Burt. I appreciate
it.
COMMISSIONER SAUNDERS: This pledge is important. I
understand that. But you've got to -- we have to kind of understand
what it means. What are the definitions of a tax increase? And you
basically said a tax increase is when we get more revenue this year
than we got last year.
COMMISSIONER HALL: No. It's when I get my tax bill at
my house and I look at last years' taxes, and I get the bill this year,
and it's 10 percent more, quite a bit of percent, you know, more
money, and it goes up every single year. It just keeps going up and
keeps going up.
CHAIRMAN LoCASTRO: But if it's more because your
property values went up --
COMMISSIONER HALL: So my point was earlier, to do
something this budget cycle to stop the bleeding and then figure out
where we're bleeding so that next year we may not even -- we may be
in great shape. Just -- I'm not -- I'm not saying that we should cut
half of our people with, you know, for a 30 percent increase, but I'm
saying we could do something different to get better productivity out
at less money so that we're not faced with this.
I'm just willing to do -- look at something different instead of
September 7, 2023
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just willy-nilly growing government year after year after year
because we're growing, and we like pretty medians, and this is great,
and that's good, and that's the way we've always done it. I'm just
willing to look at something different.
CHAIRMAN LoCASTRO: To me, I felt like if we
stayed -- you know, this is my going-in position that staying millage
neutral was not raising taxes. And I realize what Mr. Flaugh said is,
like, well, but if you stayed millage neutral because of property
values and a whole bunch of other things, you're actually collecting a
whole bunch more money, and I get that.
You know, I mean, nobody was whispering in my ear when I
signed a three-sentence pledge because, in my mind, I felt like if we
sat here and raised the millage, that's a no-brainer. That's raising
taxes. But to me, millage neutral -- we are fortunate that we could
stay millage neutral, and it would bring in the additional funds, and
then maybe we get the best of both worlds, and I would walk out of
here not feeling like I raised taxes, regardless of what the state statute
said. And, you know, Commissioner Saunders, like you said, there's
some interpretation in there.
So my going-in position is millage neutral or better. I'm not
here to raise any millage rates. And also, too, I like the idea of
digging into the line items here and seeing if we've got some things
that are fluff, overreach, that sort of thing. But to me, millage
neutral, in my definition -- and I sleep fine at night saying if we voted
for millage neutral and we get the benefit of the extra funds, we
haven't raised taxes. It might not meet the definition of what the
state says, but, you know, increasing the millage rate certainly is a
clear indication that we've increased taxes.
And like you said, Commissioner Hall, you know, you get a
bigger tax bill, but if your property value doubled, you know,
I -- when I pay a little bit more but my property value has doubled, I
September 7, 2023
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actually feel okay about it, you know, because the alternative would
be worse. But anyway.
Commissioner McDaniel, sir, you, and then Commissioner
Kowal.
COMMISSIONER McDANIEL: Yeah. And, you know, there
again, I know and understand. I saw the deficits that Commissioner
Saunders and I walked into because of previous decision-makers
making a decision to spend the available funds that they have. And
there's a graph that Ed's found from his historical archives here that
talks about that transition from 2007 to '12 at the low and then back
up to when Commissioner Saunders and I, in fact, came in place.
At the end of the day, I concur with Commissioner LoCastro
with regard to -- if we were to raise the rates, that's a tax increase. If
the values increase, that's a -- that's a consequence of the value of
your property. It costs more in taxes.
But I have sat here for -- this will be my seventh year lobbying
for some sort of a rate reduction for the residents of Collier County.
I lobbied after Irma came along. I lobbied after the virus was
amongst us. I lobbied after Ian went through.
And I know my own bills at home have gone up. My insurance
has basically doubled. My fuel bills have gone up by $2 a gallon.
My -- pick something that hasn't gone up exponentially in the recent
past, the last two years, to speak of.
So I would really, really like for us -- I mean, it's a rather drastic
cut, but taking Conservation Collier all the way back to zero is -- I
mean, I think that -- candidly, I think that's a little bit extreme. I
mean, Commissioner Saunders, when the electorate passed it and we
brought it in, I lobbied for a stepping in to get to the .25, and taking
them all the way back to zero is -- is and can be problematic.
Because when I was going through these budgets, I was -- I think we
ought to minimumly fund the estimated maintenance expense that's
September 7, 2023
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associated, because we've bought more properties. They are
stepping up on their performance of their maintenance. And so I
think taking them all the way back to -- taking them all the way back
to zero is a little bit -- a little bit much.
COMMISSIONER HALL: It's a principal idea.
COMMISSIONER McDANIEL: I understand. You know,
and on a principal idea, we got along okay last year on the collected
revenues that, in fact, got collected. Collier County got along okay.
Paid our light bills. Took care of our employees. Took care of our
sheriff.
CHAIRMAN LoCASTRO: Commissioner Kowal.
COMMISSIONER KOWAL: Thank you, Chair.
And that's where I was going initially was, you know, we -- I
hate to use these old cliches: You eat an elephant one bite at a time.
So, you know, I look at a program -- like, I looked at all these
programs and all these things, and the one that just keeps jumping out
at me is Conservation Collier because it's just -- there's no -- like I
said, it's just -- it's a great -- I understand the program, and I don't -- I
don't think rolling back to zero is anywhere we want to do, but I
believe it is somewhere we can cut, and it still can operate efficiently
and move forward.
And, you know -- and, you know, you get a promotion or you
get a raise at work, and you get your check two weeks later, you paid
more in taxes, but nobody raised the taxes you on, your income tax.
It's because you're worth more now. And if your home value goes
up, your net worth went up.
So at times you do pay more in taxes when your taxes don't go
up. It's just because you now are more wealthy than you were the
day before. And, you know, that's the way I look at it. It's not
raising taxes, and -- you're just now worth more money than the other
guy.
September 7, 2023
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But I think we can look at this particular program, and it just
sticks out to me that it -- it's an unknown. It's not something we
know we're going to spend this amount of money on next year. We
don't know that. It's not -- it's not proposed to us until they bring us
a list of properties and say, all right, well, these are worth -- this is
what they're worth. And we look and see what we have, and when
we can afford to buy them, we buy them. But if we can't afford to
buy them one year and we only buy seven instead of 10, does that
really hurt the program? No. We're still doing what the
program's -- it's there to do. But at the same time, we're reducing the
millage rate to our taxpayers --
COMMISSIONER McDANIEL: Right.
COMMISSIONER KOWAL: -- and still operating our county
in a way that it deserved to be operated.
And I just -- I just feel like we need to take a good look at that,
because I think that is one area that won't affect the operation of the
County, and we can still actually lower the millage rate and move
forward this year and keep picking and taking more bites of that
elephant as we move along as a board.
CHAIRMAN LoCASTRO: One of the things that I'll just say
is a challenge is Conservation Collier is an easy target, and I don't
mean that in any kind of derogatory way. We've talked about it for a
while, and we've studied the numbers. And you said it perfectly,
Commissioner Kowal, you know, does -- does the county implode if
we buy seven properties instead of 10?
My challenge would just be, let's look as aggressively at all
these -- and I know we are. You know, like you say, taking a bite
out of the elephant. All of these are elephants. So I'm hoping
tonight we take a bite out of each and every one of these and not just
sort of -- and we're not. But let's make sure we're not just going for
sort of the easy quick kills, the low-hanging fruit, and calling it a day.
September 7, 2023
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And we're not doing that.
But there's an awful lot on this list, and some of them are
no-brainers. They're not even worth talking about because they need
to be funded the way that they are, and we've already peeled that
onion back. But there's more than just Conservation Collier on here.
So, you know, I don't want folks to think we're sort of going for,
you know, the one easy thing where the numbers are really big and
then, you know, that's helping the equation to balance out.
Commissioner McDaniel.
COMMISSIONER McDANIEL: Yeah. Well, I'm going to
make another proposition, and that's in the unincorporated area. I'd
like a -- I have a dollar amount in my head. I don't have a
percentage, Ed. But I wanted to do it last year, and I wanted to do
it -- I want to do it again.
The previous board, before Commissioner Saunders and I came
on, raised the ad valorem rate in the unincorporated area to the tune
of 5 million a year, created a five-year program to build more
landscape medians throughout the unincorporated area of Collier
County.
It took two years of me arguing to stop building more medians
because of the excessive expense associated with their ongoing
maintenance, and I relented to -- didn't get any success in a
rolled-back rate on the unincorporated area, and left that money in for
maintenance for the medians, which had accelerated at that time to
close to $79,000 -- 78,000, $79,000 a lineal mile.
So I would like to -- that $5 million in the unincorporated area,
I'd like to see that come out and go back to what that rate was -- was,
in fact, there. And I know we've been talking. I've talked to Trinity
multiple times. But I don't think our expenses with regard to that
perpetual maintenance for our medians has actually come down.
CHAIRMAN LoCASTRO: I'll tell you what Commissioner
September 7, 2023
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McDaniel's just talking about is a -- I do wish there were more people
in the room, and I wish there was 100,000 people listening in at
home, but I know they're not. But we get so many emails from
people: Why don't we have plants? Why don't we have trees?
Why don't you do this?
And, you know, the basic expense isn't buying the palm tree.
The biggest expense is keeping that palm tree alive for 50 years and
cutting the fronds and picking up the trash that's in the -- in the
mulch, and when Hurricane Ian comes in and all the mulch ends up in
the sewer, re-mulching everything, the operation and maintenance
costs. We do want our county to look pretty, but, you know,
planting orchids and roses in every single median -- and I'm not
saying we did that. But in some places, I think we did spend a lot of
money, and the big dollar wasn't actually on the plants. It's been on
the operation and maintenance and the sprinkler systems and the
maintenance crews that comes by. That's where the big money is,
obviously, so...
Commissioner Hall, you're next, sir.
COMMISSIONER HALL: Thank you.
So I'm looking at the tax -- I'm looking at the -- at the chart. It's
Exhibit 1A on Page 2 in the little budget book. It's the one that
shows actual dollars based on last year's millage. The rollback
millage, and then the proposed millage. And the way I'm reading
this at the bottom line, on rollback figure, we still collect another
$24.6 million with the rollback rate over actual dollars from last year.
MR. JOHNSON: Commissioner, if I may.
COMMISSIONER HALL: Yes.
MR. JOHNSON: The adjusted tax dollars you see there does
not include the TIF districts. So it's about $12 million higher than
that on that first column, prior year.
COMMISSIONER HALL: So there's even -- 12 million more
September 7, 2023
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than this?
MR. JOHNSON: No, the prior year. So the difference is a
little bit less.
CHAIRMAN LoCASTRO: What's in the bottom right corner.
(Simultaneous crosstalk.)
CHAIRMAN LoCASTRO: What page are you on? Bottom
right corner, what's it say?
COMMISSIONER HALL: It says.
CHAIRMAN LoCASTRO: Agenda Item --
COMMISSIONER HALL: Agenda Item 1A, Page 2.
CHAIRMAN LoCASTRO: Yeah, Page 2. Yeah, okay. I'm
on the right one. I just wanted to make sure I was following you.
COMMISSIONER HALL: So in actual dollars collected, we're
still at $13 million plus or --
MR. FINN: Yes, Chris.
COMMISSIONER HALL: -- or 130 million.
MR. FINN: A portion of that is attributable to growth --
MR. JOHNSON: Correct. The portion -- a portion of the
current year rolled-back rate is attributable to the growth in the
County. In the main funds, the General Fund, the growth was about
$2.5 billion. There's about 8.5 million in growth included in there,
and in the Unincorporated General Fund, it was -- hang on one
second for me. Sorry. Bear with me. I've got to find the slide. It
was 2.3 billion which -- so the levy attributed to the growth was
$1.8 million in the unincorporated general area.
COMMISSIONER McDANIEL: Was he talking to me or him?
MR. FINN: No. I think that was -- that was a broader
response. The answer is, yes, there is a slight increase the
rolled-back level, but it's not as much as shown in this page, because
this page is put together consistent with the TRIM requirements,
which has some adjustments to it.
September 7, 2023
Page 87
COMMISSIONER HALL: Okay. So I'm only half right?
MR. FINN: Better to be half right than half wrong.
So I don't know if I can assist. I'm not a terrific facilitator, but
certainly there's been a lot of good discussion here. I think one of
the things -- and we've kind of showed you a little chart on
Conservation Collier, and that is kind of low-hanging fruit, but I'm
not going to take advantage of that.
If a slight adjustment was made in that fund to bring it in line
with what the original projections were, one that went to -- went to
the Board before it went out for referendum, that adjustment would
equate to about $8 million a year reduction.
Am right in that, Chris?
MR. JOHNSON: Correct.
MR. FINN: Very good.
So that's one way to look at it, and that still would leave, order
of magnitude, 35 to $40 million for acquisitions next year. It would
also leave the trust fund for the maintenance whole, as Commissioner
Kowal discussed. And it -- in the short run, if that adjustment were
made, that certainly doesn't preclude the Board from increasing that
millage going forward when the program stabilizes or otherwise has a
pipeline that needs to be -- needs to be supported by the funding.
Right now we have a little bit of a pipeline that we're trying to
pass papers on, a little bit of a backlog in getting through those. In
part, it's no different than it had been in the past, but there's just more
focus on it. So I offer that to you.
In the General Fund, the way staff's looking at it is we had
established policy with the Board. We know what the difference is
between the policy and where we are now, and Chris probably could
show you that slide. I can tell you that the preponderance of that
money has gone back into that emergency reserve. That was
established a few years ago at the Board's direction.
September 7, 2023
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I'll remind you -- and I think we all remember, about this time
last year, we had just worked through Hurricane Ian, and I think staff
reported to you at that time that all 35 or 37 million of that reserve
that was in place at that time had to be used to support our operations
for Hurricane Ian.
What you're looking at here shows that some of the margin
above policy, 17 million of it, is going back to restore that reserve.
The budget policy was to put 5 million in there. So I think that
leaves us with it 22 or 23 --
MR. JOHNSON: 22.5.
MR. FINN: I think I shared kind of my observation with the
Board on those reserves.
The storm that passed the coast here last week, had that been 50
or 75 miles closer, the reserve that we're talking about to budget next
year would already have been allocated and spent.
I know I'm -- I'm trying to facilitate a little bit. I'm going to say
that the County Manager's expanded requests in the main on this
sheet is, in fact, the swale program for the Estates. That certainly is
a program that has merit. That gets to some of the discussion the
Board has had on the level of service and trying to meet
level-of-service objectives, the needs of the constituents, meeting
those needs while at the same time trying to balance the need to
control -- control taxes and control budget.
I think somewhere between where we are today and maybe
leaving some of these more critical components above budget policy
might be a target, perhaps a mix of some money, as I discussed, from
Conservation Collier, with -- and I'll -- arbitrarily, I'll start off the
bidding at $5 million from the General Fund. That might leave us
with an adjustment of some $12 million overall, and it might well be
a start that gets us down the road towards more scrutiny of the budget
as we go through the process instead of forcing ourselves to do it all
September 7, 2023
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at the end here.
CHAIRMAN LoCASTRO: Commissioner McDaniel.
COMMISSIONER McDANIEL: Yeah. I want to be careful.
And, Ed, you -- I want to be careful because we're -- you know, we're
not as intimate with these budgets and these budget processes. We
get to staring at what perceptively is a large reserve, and we think we
can tap that reserve when, in actuality, those reserves are gathered
over a period of years for projects for -- and I'm quite intimate with
the MSTU and the CRA in Immokalee. I'm in and amongst that all
the time.
And I'm -- so when I was going through these budgets and
looking -- you know, I'll use the Rock Road MSTU again with
its -- with its reserve that's sitting there. I don't want to -- I don't
want to tap the reserve if there's a plan in place for accumulation of
funds for future projects, whether it be resurfacing or so on and so
forth. I don't want -- I don't want to put us in a position, because
we've been very good throughout the years of accumulating these
reserves.
My question is: We put a new line item in the budget five years
ago now, four years ago, the Capital Asset Replacement and
Maintenance Fund.
MR. FINN: Yes, sir.
COMMISSIONER McDANIEL: We did an enormous amount
of data entry over at Solid Waste while we were ascertaining what the
useful life is and what the ongoing expenses are and associated
replacement costs, and it was considerably underfunded for quite
some time.
How much -- I wasn't able to actually find that in the line in
here. Do you -- I see you reading it in your -- in your printed form
inside your eyes. Do you recall how much we're putting in that this
year?
September 7, 2023
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MR. FINN: In the reserve you're specifically referencing, I
heard you say Solid Waste. Is that --
COMMISSIONER McDANIEL: Capital Asset Replacement
and Maintenance Fund.
MR. FINN: In the 301 fund. So what we're putting in
is -- and -- it's about 22 -- $22 million.
COMMISSIONER McDANIEL: Twenty-two this year?
MR. FINN: With -- with what you're seeing on your screen
here. So the 17 here is above the policy. The policy was 5. So, in
total, if we to leave portion in the budget --
COMMISSIONER McDANIEL: Right.
MR. FINN: -- we would be putting in 17 in addition to the 5
for a total of 22.
Last year -- and Chris will correct me as he has been right
along -- I believe it was $35 million when we entered into the
hurricane, and we reallocated that to both emergency response and
some of the ongoing repairs.
One of the questions I was asked that was a good question is,
well, we have received some FEMA money back at that point. That
is a true -- that is true. We're now using that FEMA money in part to
cash flow the permanent repair portion of the hurricane -- hurricane
response. So that money is still tied up in the hurricane is what I'm
saying.
COMMISSIONER McDANIEL: Gotcha, gotcha.
So -- and there again, that's an imperative fund for us as a
government, as a community. If that -- if that fund is -- if that fund
is fully funded up for what it's supposed to be worth, we're going to
be able to then manage our assets on a far -- on a far better level.
We'll be able to go through that fund and ascertain the useful life of
an asset that doesn't need to be replaced. We're collecting money for
its replacement in 50 years, but we don't have to -- we don't have to
September 7, 2023
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have that money for 50 years.
So when, inevitably, the next hurricane comes along, we'll be
able to reach in and pull from that fund directly to be able to take care
of natural disasters and things that transpire.
So I'm really happy to see -- because I know when we first
established it, the first couple of years it only got 5 million a year,
and now we're getting closer to what the actual number should be,
which is somewhere -- I think I heard last somewhere, 24, 25 million
a year needs to be put into that -- into that account.
MR. FINN: And that -- it's interesting. We talked a little bit
about growth. One of the things that also grows is kind of our
inventory of assets. So an example of that brought up here earlier
was the Big Corkscrew Park. Big Corkscrew Parks represents a
substantial investment. I'm going to say that it's probably -- hard
investment is probably in excess of 40, above and beyond kind of the
soft costs. That probably has a 25-year life.
The set-aside to recover that, order of magnitude, needs to be in
the $1.5 million a year. That park is -- the phase of the park I'm
referring to is done at this point. I can tell you that that $1.5 million,
in concept, is not part of this reserve money we're talking about right
now.
So, arguably, that would be a layer on next year that we would
say, park -- we're now fully utilizing the park. We want to do a
capital recovery on that. That's 1.5 million.
A similar -- similar thing should take place with stormwater
assets and transportation assets. Now, there's a blend between the
amount of money you want to set aside and the amount of money you
want to cash-flow, and that's really kind of where the art of it comes
out. You don't want to set aside every single dime, because then you
end up with a vast reserve that's only used in a small increment every
year. So there's a blend that we need to get to that's the right
September 7, 2023
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amount.
CHAIRMAN LoCASTRO: Let me ask you a question before I
go to Commissioner Hall, who's lit up here. You were saying we got
through Irma and Ian, you know, relatively well, in part because we
had reserves, you know, at significant amounts.
MR. FINN: And if I may, sir, it was particularly Ian.
Hurricane Irma was before we had that reserve in place. And in
order to cash-flow that hurricane, we had to reduce, substantially, our
capital program, particularly -- it was particularly impactful on the
utility side. And Amy will tell you the impacts of kind of stopping
the momentum on those things.
CHAIRMAN LoCASTRO: That's the answer I was searching
for. I sort of already knew the answer, but I really wanted to get that
on the record. Much like Conservation Collier is an easy target, it
might be easy to sit here and look at the reserves and go, hey, let's
thin those down a little bit, and maybe we roll the dice and a
hurricane doesn't hit, and then my question would be, well, what if
we did that and, like you said, Idalia would have taken a right-hand
turn and crashed into us and we had minimum reserves? And the
answer is, you beg, borrow, and steal from everything else. There's
no -- we're not printing money in the basement. There's no
magical -- we don't go to the bank and take out a big, you know,
$100 million loan to start fixing everything. We're in a pickle.
So the reserves might sound like sort of, you know, free money
off to the side that, you know, we could thin out a bit and use
elsewhere, but we could really put ourselves into a -- and you're
basically saying during the time of Irma, you did have to pull from
some other things because, you know, the money doesn't grow on
trees, so...
Because we've toyed with that a little bit here. We've looked at
some of the reserves. And nobody made a proposal to wean those
September 7, 2023
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down at all, but it looks sometimes enticing to do that and go, yeah,
you know, we'll take our chances, but we've been turned here before.
So, smartly, you know, people up here, and even our predecessors
built those back up for a reason, and it showed its weight in gold,
obviously.
Commissioner Hall, and then Commissioner Saunders.
COMMISSIONER HALL: I totally concur; reserves are just
wise business.
But I do have a question for you: If we could get you another
$500 million, what would you do with it?
MR. FINN: Five hundred million dollars?
COMMISSIONER HALL: Five hundred million dollars.
You've got 500 on top of this budget. What would you do with it?
MR. FINN: I'm looking at Ms. Patterson, and I think she is
raring to answer that question.
CHAIRMAN LoCASTRO: Median beautification.
MS. PATTERSON: You'll see the AUIR later in the year.
And so my answer would have to be that we would dedicate more
money to transportation and stormwater where you're going to be
facing substantial shortfalls. Even with all of the money that we've
placed in both of those programs, we have a growing county, and we
have aging infrastructure.
And so Trinity is going to tell you, when we get to the AUIR
time, what her five-year program and her 10-year program looks like.
And I'll tell you that even with the $60 million that the Board helped
us with several years ago for stormwater, it's just the tip of the
iceberg in the need of stormwater. So as much as I'd like to say
beautification and things like that, it is infrastructure, infrastructure,
and infrastructure.
COMMISSIONER McDANIEL: The three most important
things.
September 7, 2023
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CHAIRMAN LoCASTRO: Yep.
Commissioner Kowal.
COMMISSIONER KOWAL: I was just going to follow up
with the reserves. And, you know, I know a lot of people put in
perspective is, you know, we had 24/7 coastal security going on with
our sheriff's department, you know, and EMS, fire, and then, you
know, not counting the countless hours that our County staff with all
or Road and Bridge and everything they did, so that a lot of that
chunk of that money went to just paying these people to be out there
to provide these services that was greatly needed.
I mean, for weeks and weeks, we had coastal security deputies
24/7 protecting these homes that were abandoned, you know, that still
had a lot of their families' heirlooms and things left behind
that -- there were people coming over here. There were people in
tow trucks trying to steal cars in our communities in the middle of the
night, you know, thinking that it was just going to be unprotected.
But, you know, that -- thank God we had, you know, the money there
to provide those services in the time of need.
So, you know, just to put a little more perspective, this is not just
money that went to just cleaning up or fixing. You know, a lot of
money went to that, too, so...
MR. FINN: And if I may, when we're talking about public
safety, it is, in fact, one of the priorities on our strategic plan. And I
will say that when I tell you that -- the core budget that meets budget
policy, the Sheriff had come in with what he needed. He was set at a
higher level than everyone else, and that was the appropriate thing to
do. I just want to make that point. When we talk about money
above policy, we're not talking about any money going to the Sheriff.
Rather the Sheriff was properly funded from the policy standpoint.
COMMISSIONER McDANIEL: Correct, and always will be.
CHAIRMAN LoCASTRO: Commissioner Saunders.
September 7, 2023
Page 95
COMMISSIONER SAUNDERS: Thank you.
I've got a couple questions, just to get a couple numbers down,
and then a comment.
If we went to the rolled-back millage rate, what is the reduction
in gross revenue to the County over -- what is the total decrease? I
think it's somewhere around 50 or 60 million, but just give me that
number.
MR. JOHNSON: It's going to be 62 million.
COMMISSIONER SAUNDERS: Sixty-two million, okay.
If we just use the 4.9 percent guidance, how much of an increase
over last year's revenue is that, the 4.9 percent?
MR. JOHNSON: So that guidance is specific to the General
Fund and the Unincorporated Area General Fund. So let me just do
that real quick for you. About 35 million.
COMMISSIONER SAUNDERS: Thirty-five million, okay.
And then if we kept the millage rate steady, how much of an
increase is that over last year's budget?
MR. JOHNSON: Kept the millage rate steady?
COMMISSIONER SAUNDERS: Yep.
MR. JOHNSON: It's going to be the --
COMMISSIONER SAUNDERS: Sixty-two million.
CHAIRMAN LoCASTRO: Yeah.
COMMISSIONER SAUNDERS: Okay. That makes sense.
All right. So I started out off.
MR. JOHNSON: Well -- and with that, it's the 62, but that
includes the growth.
COMMISSIONER SAUNDERS: Right. Yeah, okay.
COMMISSIONER McDANIEL: That includes the what? I'm
sorry.
MR. JOHNSON: The growth, the increase for growth.
COMMISSIONER McDANIEL: Okay.
September 7, 2023
Page 96
COMMISSIONER SAUNDERS: All right. So over and
above the guidance, we're talking about 27 million more than what
the initial guidance was. So I'm going to kind of make a suggestion.
And I said this at the beginning: Maybe we can give the staff some
guidance tonight, not set it in stone, have them come back at our
board meeting on Tuesday with what the impacts are of that, which
means Mr. Finn's going to have to work 80 hours this weekend
instead of the 60 hours he normally works on a weekend.
MR. FINN: It's always a pleasure, sir. Thank you.
COMMISSIONER McDANIEL: May I have another?
COMMISSIONER HALL: Say it with a bigger smile.
COMMISSIONER SAUNDERS: And let's get -- I mean, the
issue -- we're not going to be able to go through line item after line
item after line item tonight and say, well, let's cut $40,000 out of this
and the Rock Road MSTU. You know, we'll be here under 4:00
tomorrow morning, and we won't make any progress.
So we've had four commissioners that have signed a pledge.
Commissioner LoCastro doesn't look at that as keeping us from going
to the -- keeping the millage rate steady, but still we have three
commissioners that are desirous of rolling the millage rate back.
And I start off by saying if there's a motion and a second, that's going
to pass.
CHAIRMAN LoCASTRO: I don't know that they've said that,
though. Have I missed something? I mean, I think we've had
healthy discussion here, but I haven't heard three commissioners
say -- or lean towards -- I mean, I can't speak for them. I'm not in
their heads. But, I mean, the only thing I've stated is I feel like if we
voted right now on -- if I voted on staying millage rate and it did
bring more money because property values have gone up, I feel like
I'm meeting my pledge of not raising taxes. I know Keith will
disagree with me, but I would sleep fine tonight feeling like I didn't
September 7, 2023
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increase the millage rate. If I did something even better than that
and rolled back a little bit or we cut Conservation Collier, all the
better.
COMMISSIONER SAUNDERS: Maybe I misunderstood, but
I thought there were three commissioners --
COMMISSIONER KOWAL: I just want to make clear, I
didn't -- I want to look at certain items and say, you know, we
probably can roll this back, because we don't have to do it as a whole
thing, from what I understand. We can take it line by line and say,
this particular program we could probably operate at the rolled-back
millage rate.
CHAIRMAN LoCASTRO: Oh, absolutely.
COMMISSIONER KOWAL: And in reality we're actually
lowering the taxes when we walk away at the end of the meeting in
September.
COMMISSIONER McDANIEL: It hasn't happened.
COMMISSIONER KOWAL: That's what I'm saying. I'm not
saying we have to go across the board and, you know, my particular
position, because I understand the importance of having these -- you
know, the reserve and these type of things like that are very important
to this county and the unexpected growth. I mean, I made that pretty
clear. So, you know --
COMMISSIONER SAUNDERS: So are you suggesting that
we go through each one of these millages tonight and reduce
them -- I mean --
COMMISSIONER KOWAL: Well, I could just say I would
really like staff to look at Conservation Collier just to start. I know
it's a low-hanging fruit, but once again, I don't think it changes
anything else on this list if we lower that particular millage rate.
COMMISSIONER SAUNDERS: I agree.
COMMISSIONER KOWAL: Yeah. And then look at -- like
September 7, 2023
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Commissioner McDaniel said, you know, Rock Road, you know,
certain ones that we can -- they can look at over the weekend and say,
we could probably roll this back to a millage rate, and we put it on
the table, and we stand here and -- we're grown men.
COMMISSIONER SAUNDERS: Then I -- I was trying to
keep it a little simple, but maybe that's -- I'll sit back and listen on
how we're going to do that.
COMMISSIONER McDANIEL: How do you feel about
having an agenda item next week at our board meeting and talk
specifically -- and maybe, for my brain anyway, come up with
actual -- I mean, Commissioner Hall suggested taking Conservation
Collier to zero. I suggested a $5 million revenue reduction in the
unincorporated area. Those all translate to percentages to the ad
valorem, but with those as suggestions tonight, actually having an
agenda item next Tuesday to allow staff the chance to digest and us
to discuss it.
COMMISSIONER SAUNDERS: That's kind of what I was
getting at, but I was trying to keep it simple in the sense that we've
got three commissioners that have talked about reducing some
millage rates here. I think all four -- all five of us would agree that
some millage rates need to --
CHAIRMAN LoCASTRO: Yeah.
COMMISSIONER SAUNDERS: So why don't we see if
there's a motion to roll the millage rate back some portion overall and
then have staff come back on Tuesday and tell us where their
recommendations are to cut.
COMMISSIONER McDANIEL: Second. Second.
COMMISSIONER SAUNDERS: Okay. Well, hang on a
second. Because, you know, Commissioner Hall, I think, started off
by saying any tax increase is a tax increase and you're not going to
support it, but you've kind of come off that and said, well, maybe this
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is something we can work out year after year. We don't have to go
to the rolled-back millage rate this budget cycle to violate your
pledge to reduce taxes.
COMMISSIONER McDANIEL: Can I interrupt you?
COMMISSIONER SAUNDERS: Sure.
COMMISSIONER McDANIEL: May I? And I'm not being
argumentative. But everyone has a different interpretation about
specifically that pledge. And you've brought it up multiple times.
We've all signed the pledge. We all -- and we basically have
different opinions as to what that pledge constitutes.
I think it's incumbent upon all government leaders to do the best
they can for their taxpayers and effectuate -- effectuate as efficient of
operations as is physically possible, irrespective of a pledge. I
believe that's my duty as a government official. I've striven to do
that since I came into office. Be that as it may, I still like seconding
your motion with regard to that. But let's not talk about that pledge
anymore. I mean --
COMMISSIONER SAUNDERS: Okay. No, but I didn't make
a motion just yet. But what we're talking about is if we stuck with
the -- and I'm not suggesting that we do this, but I'm just -- the
numbers are pretty clear. If we stuck with the 4.9 percent guidance,
we would be collecting $35 million more this year than we did last
year. If we kept the millage rate steady, we would be collecting $62
million more than we did yesterday [sic]. That difference is
$27 million.
I'm suggesting, just to keep it simple, let's pick a number, some
portion of that 27 million, and say to staff, we want to cut X out of
that 27 million; come back on Tuesday and tell us how we can do
that, which would include reducing Conservation Collier to some
extent.
So the question would become how much of that -- and I think
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it's a pretty simple question. How much of that $27 million,
Commissioner Hall, would you feel would need to be cut if we -- if
we adopted the guidance of 4.9 percent? If we say, okay, well, that
was our guidance; we're not going to go below our guidance that we
all adopted. So that leaves us with $27 million on the table that we
can deal with. That's a pretty simple number. How much of that
number would you have to cut to feel comfortable with the -- with
moving forward, and can we direct staff to come back on Tuesday
with how they would accomplish that?
So as an example, we could say, well, we want to cut, you know,
15 million of that 27 million. Staff, come back and tell us how
you're going to do that. Again, just trying to find a way to simplify
this tonight because we'll be here until midnight trying to go through
these different line items.
But staff can come back and tell us, well, we'll cut all of it out of
Conservation Collier or we'll cut two-thirds of it. But I think we
need to kind of hone in on how much of a budget cut do you really
need to have to satisfy your -- and this is for all three commissioners
that have talked about reducing Conservation Collier and reducing
budgets. How much do you need to cut to feel comfortable about it?
And then let staff tell us where we can do it.
COMMISSIONER HALL: I hear what you're saying. I don't
know tonight. My thoughts were to go with the rolled-back number
and then fluff it back up to the 4.92 percent increase. We're saying
the same thing.
COMMISSIONER SAUNDERS: Well, we are --
(Simultaneous crosstalk.)
CHAIRMAN LoCASTRO: You're saying totally different
things.
COMMISSIONER SAUNDERS: We're sort of saying
something similar.
September 7, 2023
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COMMISSIONER HALL: We're getting to the same figures.
COMMISSIONER SAUNDERS: Well, yeah, but the problem
with that is that we're directing staff to go to the rolled-back millage
rate when we know we're not going to ultimately do that, and that
puts them in a position of having to spend a whole lot of time --
COMMISSIONER HALL: I'm with you.
COMMISSIONER SAUNDERS: So we're at the --
COMMISSIONER HALL: So you're saying go with the
guidance figure of 4.92 percent increase.
COMMISSIONER McDANIEL: Tell them -- and tell them
how to get there.
COMMISSIONER HALL: And let them tell us how to get
there.
COMMISSIONER SAUNDERS: Well, no. I was saying
that -- because I don't know that -- well, yeah, I mean that would get
us until Tuesday, and then we can decide Tuesday whether we want
to say, okay, well, you've -- that's a $27 million cut from what is in
our current budget proposal. It's 27 million. If they can accomplish
that without cutting into services and things, well, maybe that's a
good result, but on Tuesday we can say, you did a good job. You
got us down to 4.9 percent, but that's going to leave out some projects
and things that we want to fund, and so maybe we increase that a
little bit. It gives us the flexibility.
CHAIRMAN LoCASTRO: And then in the end when the
algorithm was sort of finalized, the millage rate would be somewhere
between the proposed millage rate and the rolled-back rate. It would
be somewhere sort of in the middle of that, right?
COMMISSIONER SAUNDERS: Exactly.
CHAIRMAN LoCASTRO: Yeah, yeah.
MR. FINN: And if I may --
CHAIRMAN LoCASTRO: I'd love that even more.
September 7, 2023
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MR. FINN: If I may, Mr. Chairman, just on the numbers, we're
okay. The margin -- the gross margin over policy in the General
Fund is about 34, and in 111, it's about 7. So that's the gross.
COMMISSIONER SAUNDERS: Yeah. We're just talking
just a gross number because, again, if we tried to do it by different
funds tonight, we'd have to go through each fund.
MR. FINN: I understand.
COMMISSIONER SAUNDERS: All right. I'll make a
motion, then. And this is not a motion to set in stone a new millage
rate. That's going to be decided at our meeting in two weeks. But
the motion would be to direct staff to tell us how -- what the impact
would be if we went to the budget guidance of 4.9 percent and had a
millage rate reduction that would reflect a 4.9 percent increase in our
overall budgeting as our guidance, and that's a $27 million figure
tonight. And if -- that doesn't bind us to reducing that number more,
but at least it gives staff some guidance to come back and say, well,
what is that going to do to us.
COMMISSIONER McDANIEL: Can I ask a question?
CHAIRMAN LoCASTRO: Go ahead, sir.
COMMISSIONER McDANIEL: I don't want to jump off on
my light and stuff.
The budget guidance -- where'd you come up with the
4.9 percent at?
MR. FINN: And if I am -- I'm so sorry. The budget guidance
in terms of taxable value and growth was 4.75 percent.
COMMISSIONER McDANIEL: 4.75 percent.
MR. FINN: 4.9 is certainly close, but -- and that was just
relative to the tax fund.
So the policy generally said tax funds are going to be treated a
certain way. It's going to be 4.75 anticipated growth in taxable
value.
September 7, 2023
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For our revenue-supported funds, they are what has historically
been called "revenue centric." So they're allowed to establish their
budgets in accordance with that. So we're honing in on just the ad
valorem-supported funds.
COMMISSIONER SAUNDERS: Yeah. That's all I was
talking about. And if it's 4.75 percent and not 4.9, that was just my
mistake.
COMMISSIONER HALL: Puts it to 4.2.
MR. FINN: And I just have one more -- one more little, tiny bit
of clarification. The other part of the policy as it involves MSTUs is
the policy was essentially revenue neutral or rollback unless they had
an advisory board that recommended a different number. That
was -- so they weren't, strictly speaking, in the same 4.75 policy.
They had a little more flexibility when they had advisory boards.
COMMISSIONER SAUNDERS: Well, I think -- I'm just
trying to hone in on that 4.75 percent policy that we approved, and
staff built a budget around that. And if we go back to that number,
the 4.75 percent increase over rollback, that is, I think, a $27 million
cut somewhere -- or plus or minus. And staff can come back and tell
us, well, how can they accomplish that? How much of that comes
out of Conservation Collier? How much of it comes out of other
things?
And then we can then, at that point, say on Tuesday, well, we
don't really want to cut these -- some of these programs. Are there
others? But that will give us at least a starting point. Right now we
don't have a starting point.
CHAIRMAN LoCASTRO: Ms. Patterson, what do you think?
Because we say up here, a lot of times, send it back to staff. Well,
then that -- that means you are the talking head back to staff, and
then, you know, you're in the room without us selling this, explaining
it or -- you know, so having said that, what's your -- what's your
September 7, 2023
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comment? But we don't -- I want to make sure we don't give you a
homework assignment that we walk out of here feeling good about
and then, you know, you're banging your head against the wall and
going, I'll come up with something, you know, as I always do, but I'm
not sure we're doing it any better. I think we're doing it different.
And we want to do it better.
So I want to hear your comments to what Commissioner
Saunders is proposing and what we're all sort of gravitating to,
because you're the one, then, that has to sort of sell it, explain it, and
bring it back to us.
MS. PATTERSON: I definitely --
CHAIRMAN LoCASTRO: Don't say you serve at the pleasure
of the Board and we'll do whatever you guys do, because we hear that
all the time --
MS. PATTERSON: No, no, no.
CHAIRMAN LoCASTRO: -- but we're, you know --
MS. PATTERSON: I was actually going to say I hate this less
than trying to --
CHAIRMAN LoCASTRO: That's right. You hate it less?
MS. PATTERSON: I hate it less than trying to pick it apart,
you know, $10,000 at a time.
I think it will be a -- it will be an interesting exercise, and I think
that it is -- it's going to be very revealing for us to provide to you how
we get to that number.
Of course, it does pain me to look at the list that's up on the
viewer now and on your screens to show you the logical places where
some of this would, hypothetically, come from. I will say that some
of these things -- everything on here, obviously, is on here because
we think that it's a good decision and are needed, but we're -- on
some things where are logical cuts, we're going to be going
backwards, so -- but I think that's for us to explain to you why, as
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well as how we might balance that with Conservation Collier and let
you see what that looks like. Because, again, for you to make
informed decisions, you need to see where the possibilities are.
There's no -- there's no easy magic bullet here at all.
CHAIRMAN LoCASTRO: I do remember on some of the
budget increase proposals that were well over policy, if you peel it
back, there were some that were asking for well more over what we
had suggested because they wanted to increase technology or
do -- you know, do a bunch of -- you know, wanted to deliver a better
service or -- but, you know, a lot of times we always say, is it a
must-have? Is it a nice-to-have? Is it a -- you know. So in some
cases there were some things -- you know, we weren't in the middle
of that discussion then, but -- and I don't want -- I'm not going to pick
on anybody that's on this list, but there was a few things where the
increases were really nice bells and whistles to add to your office or
to your department, but is it really a must-have?
And I don't want to overtighten our belts, because some of the
things are nice-to-haves, but they also fall in the must-have category.
They're sort of in between. But there was a couple of things that
I -- that I think -- and I guess we'll find out, you know, when you peel
it back, but --
MS. PATTERSON: We live in a really nice place, and there's a
high expectation for service here. So while they may not be
must-have, I think your residents here feel differently. You hear it
when they go out to places and things maybe aren't as perfect as they
like or when things are not as new as we would like them to be. It
will get to the crux of that and really where our priorities lie. So I
think that that's important.
It's really, really important to have these conversations, as
painful as they are, even for us as staff. We need to understand your
priorities as much as you need to understand ours. We're the
September 7, 2023
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day-to-day practitioners of all of this, and you're the front line, and
you hear from your residents about what they love and hate about all
of the things that we do. So it's a -- it's a good exercise for us to do
this for you.
CHAIRMAN LoCASTRO: Commissioner Saunders.
COMMISSIONER SAUNDERS: If this motion passes, just to
get a discussion going, I would urge you to put this on our web page
that this is coming up on Tuesday as a walk-on agenda item. Do the
press release. Do all the things that you would do to let the public
know that we're going to be discussing cuts from what's been
advertised as our proposed budget potentially so that we can get folks
to come in and say whether they want this or not.
And I will say this to Mr. Flaugh. And, again, thank you for
your comments, and they were well taken. We have almost no one
coming to our budget hearings to say they want to cut any of our
expenses. Last year we had, I think, four people, two couples from
California, that said in California, taxes are a horrible word, and they
wanted to cut our millage rate, but they really had no basis for it. It
was just simply they bought a new home, and taxes are higher on a
new home, and so we didn't pay a whole lot of attention to them.
But the point is that most of the time we have people coming to
these meetings and saying, we want you to spend more money. We
had the big debate with animal services one year. But we've never
really had any push by the general public to come in and say taxes are
too high. We want you to reduce them.
And so I think the manager is correct that most people really
appreciate the beauty of this community, and they want to keep it that
way, and I think -- I think maybe that's part of the discussion on
Tuesday is what does the public really want from us? Because I
don't -- I don't hear many comments about reducing taxes. I've
gotten one or two emails this time, but that's really about it.
September 7, 2023
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And so advertise it. Let people know we're going to be talking
about this.
MS. PATTERSON: Yes, sir.
CHAIRMAN LoCASTRO: Commissioner McDaniel.
COMMISSIONER McDANIEL: And when we have this item
come up next week, there again, I don't want to put us back into that
UFR kick ever again. I don't want to do that ever again. I
want -- and I think if we are -- if we engage more and engage the
public, we'll get opinions from the folks that live here, if we have
more discussion with regard to these budgets and these processes and
what priorities are picked as being important and not.
So the engagement of the community, I concur with
Commissioner Saunders, is imperative, so -- and if we do these
discussions more than at 8:30 at night on one of the two budget
hearings that we actually have -- that was one of my thoughts. With
expansion of the Board's schedule throughout the summer was to
have these more in-depth conversations during our extra meeting
times that we had appropriated for this board.
So did you -- did you -- did you make a motion?
COMMISSIONER SAUNDERS: I did.
COMMISSIONER McDANIEL: 4.75 increase revenue over
last, is that what you're talking about?
COMMISSIONER SAUNDERS: Go back to what -- for just
conversation purposes, go back to the guidance. I thought it was
4.9 percent, but it's 4.7 -- whatever the number is. And so that
leaves us with a delta of $27 million over the steady millage rate --
COMMISSIONER McDANIEL: Plus or minus.
COMMISSIONER SAUNDERS: -- versus the guidance, and
then that's where -- that's the number that staff's going to have to start
looking at, how do they cut that 27 million, and then we can decide
whether we want to maintain that or put some of that back in and
September 7, 2023
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raise it from the 4.75 percent of guidance up to some other number.
CHAIRMAN LoCASTRO: Let me ask my colleagues a
question. I want to go home knowing what your answers are to this.
If, in the end, the millage rate that we pass is any number less than
prior year -- it still might be more than the rolled-back rate, but if it's
anything less than prior year, do you feel like we just cut taxes?
Commissioner Hall. Do you understand the question? So we
don't roll -- we don't roll the millage -- we don't take the full
rolled-back millage rate, but if, in the end after we juggle all these
numbers here, we pass a millage rate that is -- that is anything less
than the prior year's millage rate, do you feel like we just cut taxes?
COMMISSIONER HALL: No, I don't, but I hate it less.
CHAIRMAN LoCASTRO: Okay.
Commissioner McDaniel?
COMMISSIONER McDANIEL: Yes.
CHAIRMAN LoCASTRO: Commissioner Saunders.
COMMISSIONER SAUNDERS: Yes, and I will tell folks that
we cut taxes.
CHAIRMAN LoCASTRO: Commissioner Kowal?
COMMISSIONER SAUNDERS: Mr. Flaugh may disagree
with that --
MR. FLAUGH: I think the State disagrees with you.
CHAIRMAN LoCASTRO: Commissioner Kowal, what do
you think?
COMMISSIONER KOWAL: I think we cut taxes.
CHAIRMAN LoCASTRO: Yeah, because even though it
would -- even the proposed rolled-back millage rate gives us more
money because of the way the economy is, the land --
COMMISSIONER HALL: Inflation.
CHAIRMAN LoCASTRO: Yeah, the overall valuation. But I
really focus just on the millage rate. And it goes back to sort of what
September 7, 2023
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Commissioner Hall said in the beginning. It's like what are we
charging people? And to me, if, in the end, you know -- I mean, the
rolled-back millage rate is, you know -- it's great and wonderful to
pat ourselves on the back if we defaulted to that, but I can tell you
that -- you know, you talk about history -- and Commissioner
Saunders gave us a good history lesson that, you know, be careful
what you do because there's going to be five people up here well after
us at some point that will be looking back on what we did today or
over the next couple weeks. And if we don't do it right, if we take
too big of a bite out of that elephant, people are going to be paying
for it, so -- and I know we have five smart people up here right now
that don't want to do that.
But I would sleep well at night feeling, if we went to any
number less than the prior year millage rate, we just cut taxes. And I
think most people would look at it that way. But --
COMMISSIONER McDANIEL: Even if it's 20 bucks a house,
it's 20 bucks a house.
CHAIRMAN LoCASTRO: Yeah, absolutely.
County Manager, do you feel like you have enough to go on? I
know we have a motion here, and we can finalize it with a second
and then a vote. But before we do that, questions? Comments?
Anything?
MS. PATTERSON: I don't believe so. I'll look at Mr. Finn
and see if he has any questions.
MR. FINN: Not really. The numbers may move around a
little bit relative to what we're talking about. We're going to identify
the margin between where we are today in the policy, we're going to
scrutinize that ourselves, and I think the County Manager's going to
make some recommendations in areas she may be willing to adjust,
and we'll bring that back to you as a walk-on item on Tuesday.
COMMISSIONER SAUNDERS: Advertise.
September 7, 2023
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MR. FINN: Yes, sir.
MS. PATTERSON: We'll place it on our website and --
COMMISSIONER SAUNDERS: Advertise it so the public
knows about it.
MS. PATTERSON: Yes, sir.
CHAIRMAN LoCASTRO: Before I go to Commissioner
McDaniel, County Attorney, any comments that you have?
Anything that might help us go into the future with what you've heard
today?
MR. KLATZKOW: No. I mean, today you're just setting the
tentative millage --
COMMISSIONER McDANIEL: Right.
MR. KLATZKOW: -- and that is going to be what Chris will
be doing next, and then you have some time to figure out whether or
not you want to reduce it.
COMMISSIONER SAUNDERS: Let me make sure that there's
some clarification here. We're not changing -- we're not setting a
millage rate tonight --
MR. KLATZKOW: No.
COMMISSIONER SAUNDERS: -- that's lower than the
steady millage rate. We're saying -- just because we may hear back
from the public that they don't want us to cut as much as we're talking
about. So I don't want it to -- I misunderstood what you were
saying. Today you said we're setting a tentative millage rate. That
tentative millage rate is still the steady millage rate until we change it
at our next meeting.
CHAIRMAN LoCASTRO: You're giving guidance that once
we run through the math equation, the end result will be some
magical millage rate number, and I would expect, if you find the cuts
or -- you know, that we're proposing or you tighten some things or
whatnot, the millage rate would be less than the -- than the prior year
September 7, 2023
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millage rate. It would have to be.
MR. FINN: My master's degree is in magic.
CHAIRMAN LoCASTRO: Yeah.
MS. PATTERSON: Yes, sir, but tonight we're not going to
guess what that number is.
CHAIRMAN LoCASTRO: Right, right. Well, none of us
know what that number is.
MS. PATTERSON: That's right. So --
CHAIRMAN LoCASTRO: When you come back and we say
yes, no, yes, no, yes, then somebody's going to do the math, and it's
going to spit out a millage rate number, and it's going to be
somewhere between the prior year millage rate and the rolled-back
rate, probably. Right?
COMMISSIONER SAUNDERS: No. It's going to be
somewhere between the standard -- the steady --
CHAIRMAN LoCASTRO: The proposed, I'm sorry, yeah.
COMMISSIONER SAUNDERS: -- steady millage rate and the
guidance.
CHAIRMAN LoCASTRO: Yeah, I gotcha. And we don't
know what that number is --
MS. PATTERSON: No, sir.
CHAIRMAN LoCASTRO: -- because we haven't decided
anything, but it will be -- it will be something less.
MR. FINN: And I think we're in good shape.
CHAIRMAN LoCASTRO: I think Commissioner McDaniel
wants to talk about Rock Road again. Sir, go ahead. Commissioner
McDaniel.
COMMISSIONER McDANIEL: You keep it up. You keep it
up. I'm going to light --
CHAIRMAN LoCASTRO: We tease because we love. We
have a lady on the line right now. She lives on Rock Road. She
September 7, 2023
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wants to talk to her District 5 commissioner.
COMMISSIONER McDANIEL: All three people -- all three
watching are going to hear what I have to say.
CHAIRMAN LoCASTRO: Sir, the floor is yours.
COMMISSIONER McDANIEL: I just want to -- I just want to
say this out loud. I'm looking at this from a very simplistic
standpoint. We collected $529 million in tax last year, per this
Page 13 in my budget book that may be dated.
Chris.
MR. JOHNSON: If I may, the actual tax last year was 542.
COMMISSIONER McDANIEL: Collected.
MR. JOHNSON: So that number you're looking at is the
adjusted tax dollars, which is a number that comes from our TRIM
forms, and there's some deductions in there.
COMMISSIONER McDANIEL: Okay, 542. And the
proposed collected dollars with the rate neutral amount are how
much?
MR. JOHNSON: Six fifteen.
COMMISSIONER McDANIEL: So that number stays --
(Simultaneous crosstalk.)
MR. JOHNSON: That number stays the same, and so does
your rolled-back number.
CHAIRMAN LoCASTRO: And rolled-back stays the same,
553?
MR. JOHNSON: Correct.
COMMISSIONER McDANIEL: Six hundred and fifteen.
CHAIRMAN LoCASTRO: I mean, those are really the -- those
are the big -- this is the meat right here.
COMMISSIONER McDANIEL: Well -- and that was where I
was trying to get a line on what Commissioner Saunders was
discussing, because with the rolled-back dollar amount, my chart's
September 7, 2023
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saying 553 with a rolled-back rate, which would be an increase over
last year's revenue of 10, 11 million.
MR. FINN: Commissioner, I think -- I think we're on a pretty
good trajectory right now. We're going to have an opportunity to
organize our thoughts completely in terms of numbers. We're going
to be able to communicate these things completely to the Board on
Tuesday, and we'll be prepared to discuss exactly what the Board
wants to discuss.
I understand where you're going with this. I'm just a little
hesitant to bang on too many keys right now and start nodding my
head and get myself in trouble.
COMMISSIONER McDANIEL: Hear me tapping my foot.
MR. FINN: What's the expression? The toad eating yellow
jackets or something.
CHAIRMAN LoCASTRO: Commissioner Hall.
COMMISSIONER HALL: I just want to -- I've appreciated the
discussion. I'm not being just dogmatic about "I will not raise
taxes." I'm listening, and I like the discussion. And I'm also -- I'm
not being shortsighted. I just want to see us start turning this ship,
this massive government-funded ship, in a better direction, and that's
what I -- I just want to get a head start with this year to see what we
can do, and then that allows us to go to work to really -- to really dig
in and do the hard stuff. There's going to be some hard decisions
made down the line, but I think with this crew, we're well able to
make those decisions.
So with that, I'll second the motion.
CHAIRMAN LoCASTRO: I've got a motion from
Commissioner Saunders, a second from Commissioner Hall. All in
favor?
COMMISSIONER HALL: Aye.
COMMISSIONER McDANIEL: Aye.
September 7, 2023
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CHAIRMAN LoCASTRO: Aye.
COMMISSIONER SAUNDERS: Aye.
COMMISSIONER KOWAL: Aye.
CHAIRMAN LoCASTRO: Opposed?
(No response.)
CHAIRMAN LoCASTRO: It passes unanimously. See you
Tuesday.
MR. FINN: Thank you, sir. If I may, Mr. Chairman, we kind
of return to our regularly scheduled program, which would be
essentially a reading of those millages. I don't think it's going to take
much more than 15 minutes to get through our next steps. And if
that -- if that pleases the Chair, we'll go forward with that.
CHAIRMAN LoCASTRO: Can I just ask you one question,
just because we're all making notes, and, you know, we'll all come
back here on Tuesday?
Explain to me again why that 529 wasn't correct. And I'm not
saying it's incorrect, but why it's really 542 because that's -- I mean,
that's, you know, a $20 million difference, I mean -- so why isn't the
typed number 542?
MR. JOHNSON: You're talking about the 529 in the
adjusted --
(Simultaneous crosstalk.)
CHAIRMAN LoCASTRO: Yeah, right.
MR. JOHNSON: -- dollars? When they -- when they
calculate that for the purposes of the TRIM process, they remove the
TIF district, the tax associated with our TIF districts --
CHAIRMAN LoCASTRO: Okay.
MR. JOHNSON: -- which include our CRAs and the City of
Naples included and the innovation zones.
CHAIRMAN LoCASTRO: Why do they do that?
MR. JOHNSON: You know, that's a good question. It has to
September 7, 2023
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do with the calculation of rollback.
MR. FINN: What they do is they don't want to --
CHAIRMAN LoCASTRO: But it makes that number a little
bit misleading when we're trying to compare all the columns.
MR. FINN: And remember, this is put together for -- primarily
for TRIM purposes. We certainly -- this is kind of a discussion that,
in my years here, we've never had, but maybe being newly sensitized
to do it, we can be a little more clear with that on a separate schedule.
CHAIRMAN LoCASTRO: I mean, on Tuesday -- and like you
said, these are working documents. But as we march to Tuesday, we
really need things that are down to the last decimal point, because,
you know, we are talking, you know, about 20, $30 million here, and
if there's something that's sort of hidden or missing or we didn't pick
up on it, there might be money to be had, or we might make a
decision we're all happy with and then, you know, you pop out and
tell us, oh, you know, there was an extra 25 million you guys forgot.
You actually didn't save, you know, a certain amount of money. So,
you know, less working documents and more finality on Tuesday for
sure would be helpful, I think.
MR. FINN: I think your advice is spot on.
CHAIRMAN LoCASTRO: Spot on, yeah, okay.
COMMISSIONER HALL: Make it country simple.
CHAIRMAN LoCASTRO: Yeah, okay.
MR. FINN: With that, are we good, Mr. Attorney?
MR. KLATZKOW: I think we need to do the Kabuki dance,
but yes.
MR. FINN: We're good. We'll see if he can get to that right
now.
So we're going to -- going back to our original program. We're
going to go back to Item 1D, which is an announcement of the
tentative millage rates and percentage changes in property tax rates.
September 7, 2023
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Pursuant to this requirement, Chris is obligated to announce the
tentative millage rates, the percentage change, and the rolled-back
rate into the record.
So we're going to refer to Tab 1E, it says here, and then you'll
find the resolution providing for the tentative '24 millage rates.
Florida TRIM statutes require that this be read in, and we have
a -- because we have a change in our financial system, we have,
actually, two fund numbers that constitute the funds at the moment.
Chris may be forced to read both of those.
So with that, I'll turn it over to Mr. Johnson.
MR. JOHNSON: Thank you, Mr. Finn.
For the record, Christopher Johnson, your director of Corporate
Financial Management Services. And if it's all right with you guys,
I'll just go ahead and get started.
We'll start off with the General Fund, fund No. 001, new
number 0001, the proposed millage rate is 3.5645. The rolled-back
millage rate is 3.2043. The percent change from the rolled-back rate
is 11.42 percent.
Water Pollution Control Fund 114, new fund 1017, the proposed
millage rate is 0.0293. The rolled-back millage rate is 0.0263. The
percent change from the rolled-back rate is -- I'm
sorry -- 11.41 percent.
Conservation Collier Fund 172, new fund 1061, the proposed
millage rate is 0.2500. The rolled-back millage rate is 0.2242. The
percent change from the rolled-back rate is 11.51 percent.
Unincorporated General Fund 111, new fund No. 1011, the
proposed millage rate is 0.8069. The rolled-back millage rate is
0.7280. The percent change from the rolled-back rate is
10.84 percent.
Golden Gate Community Center Fund 130, new fund 1605, the
proposed millage rate is 0.1862. The rolled-back millage rate is
September 7, 2023
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0.1682. The percent change from the rolled-back rate is
10.7 percent.
Victoria Park Drainage Fund 134, new fund 1608, the proposed
millage rate is 0.3814. The rolled-back millage rate is 0.3399. The
percent change from the rolled-back rate is 12.21 percent.
Naples Park Drainage Fund 139, new fund 1613, the proposed
millage rate is 0.0041. The rolled-back millage rate is 0.0035. The
percent change from the rolled-back rate is 17.14 percent.
Vanderbilt Beach MSTU Fund 143, new fund No. 1617, the
proposed millage rate is 0.5000. The rolled-back millage rate is
0.4629. The percent change from the rolled-back rate is
8.01 percent.
Ochopee Fire Control Fund 146, new fund 1040, the proposed
millage rate is 4.0. The rolled-back millage rate is 3.5359. Percent
change from the rolled-back rate is 13.13 percent.
Goodland/Horrs Island Fire MSTU 149 -- Fund 149, new fund
1041, the proposed millage rate is 1.2760. The rolled-back millage
rate is 1.1058. The percent change from the rolled-back rate is
15.39 percent.
Sabal Road MSTU Fund 151, new fund 1619, the proposed
millage rate is 0. The proposed rolled-back rate is 0. The percent
change from millage rate is 0.
Lely Golf Estates Beautification MSTU Fund 152, new fund
1620, the proposed millage rate is 2.0000. The rolled-back millage
rate is 1.7722. The percent change from the rolled-back rate is
12.85 percent.
Golden Gate Parkway Beautification MSTU Fund 153, new
fund 1621, the proposed millage rate is 0.5000. The rolled-back
millage rate is 0.4502. The percent change from the rolled-back rate
is 11.06 percent.
Hawksridge Stormwater Pumping MSTU Fund 154, new fund
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1622, the proposed millage rate is 0.0318. The rolled-back millage
rate is 0.0282. The percent change from the rolled-back rate is
12.77 percent.
Radio Road Beautification MSTU 158, new fund 1625, the
proposed millage rate is 0, the rolled-back millage rate is 0, and the
percent change from rollback is 0 percent.
Forest Lakes Roadway and Drainage MSTU Fund 159, new
fund No. 1626, proposed millage rate is 4.0000. The rolled-back
millage rate is 3.5076. The percent change from the rolled-back rate
is 14.04 percent.
Immokalee Beautification MSTU Fund 162, new fund 1629, the
proposed millage rate is 1.0000. The rolled-back millage rate is
0.9613. The percent change from the rolled-back rate is
4.03 percent.
Bayshore Avalon Beautification MSTU Fund 163, new fund
1630, the proposed millage rate is 2.1104. The rolled-back millage
rate is 2.0971. The percent change from the rolled-back rate is
0.63 percent.
Haldeman Creek Dredging MSTU Fund 164, new fund 1631,
the proposed millage rate is 1.0000. The rolled-back millage rate is
0.8996. The percent change from the rolled-back rate is
11.16 percent.
Rock Road MSTU Fund 165 --
COMMISSIONER McDANIEL: Why did you look at me?
MR. JOHNSON: -- new fund 1632, the proposed millage rate
is 0.8109. The rolled-back millage rate is 0.8109. The percent
change from the rolled-back rate is 0 percent.
Vanderbilt Waterways MSTU Fund 168, new fund 1635, the
proposed millage rate is 0.3000. The rolled-back millage rate is
0.2719. The percent change from the rolled-back rate is
10.33 percent.
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Forest Lakes Debt Service Fund 259, new fund 2014, the
proposed millage rate is 0. The rolled-back millage rate is 0. The
percent change from the millage rate -- from the rolled-back rate,
sorry, is 0 percent.
Blue Sage MSTU Fund 341, new fund 3080, the proposed
millage rate is 3.0000. The rolled-back millage rate is 2.8835. The
percent change from the rolled-back rate is 4.04 percent.
Collier County Lighting Fund 760, new fund 1601, the proposed
millage rate is 0.1025. The rolled-back millage rate is 0.1025. The
percent change from the rolled-back rate is 0 percent.
42nd Avenue Southeast MSTU Fund 761, new fund 1637, the
proposed millage rate is 1.0000. The rolled-back millage rate is
0.7805. The percent change from the rolled-back rate is
28.12 percent.
Palm River Sidewalk MSTU Fund 1638, the proposed millage
rate is 0.5000. The rolled-back millage rate is 0, as this is a new
fund. There's no change from the rolled-back rate.
Pelican Bay MSTBU Fund 778, new fund 1008, the proposed
millage rate is 0.0857. The rolled-back millage rate is 0.0789. The
percent change from the rolled-back rate is 8.62 percent.
The aggregate rate proposed is 4.4397. The rolled-back
aggregate rate is 4.0025. The percent change from the rolled-back
rate is 10.92 percent.
And with that, I'll turn it back over to Mr. Finn.
MR. FINN: Very nice job, Chris. Thank you so much.
CHAIRMAN LoCASTRO: Mr. Miller, do we have a caller on
the line about Rock Road?
MR. MILLER: We actually have 17, sir.
CHAIRMAN LoCASTRO: Oh, excellent. That's a good
answer.
Go ahead, Mr. Finn.
September 7, 2023
Page 120
MR. FINN: And if I may, sir, we'll move to Item 1E, which is
a resolution to adopt the tentative millage rates. A motion to adopt
the tentative millage rates for FY '24 as contained within the
resolution would be in order at this time. The tentative millage rates
can be adopted by a single vote.
COMMISSIONER McDANIEL: I'll make the motion for that
adoption.
MR. FINN: Thank you, sir.
CHAIRMAN LoCASTRO: I second, but you only need one
vote, right? Okay.
What's next? We have to do --
COMMISSIONER McDANIEL: Call the vote.
MR. FINN: If you would, sir, call the vote.
CHAIRMAN LoCASTRO: I'm sorry. I thought you said we
only need one vote. So I've got a motion from Commissioner
McDaniel, second from me. All in favor?
COMMISSIONER HALL: Aye.
COMMISSIONER McDANIEL: Aye.
CHAIRMAN LoCASTRO: Aye.
COMMISSIONER SAUNDERS: Aye.
COMMISSIONER KOWAL: Aye.
CHAIRMAN LoCASTRO: Opposed?
(No response.)
CHAIRMAN LoCASTRO: It passes unanimously.
Next?
MR. FINN: Thank you, sir.
Item 1F, which is a resolution to adopt the amended tentative
budget. That's on Tab 1F of your package, budget resolution.
Starting on Package Page 60, you find a resolution providing for
adoption of the '24 amended tentative budget. Your action on this
item will include the changes discussed under agenda Item 1B. The
September 7, 2023
Page 121
amended tentative budget can be adopted by a single majority vote.
CHAIRMAN LoCASTRO: Do I have a motion?
COMMISSIONER KOWAL: Second.
CHAIRMAN LoCASTRO: Okay. We've got a motion from
me, a second from Commissioner Kowal. All in favor?
COMMISSIONER HALL: Aye.
COMMISSIONER McDANIEL: Aye.
CHAIRMAN LoCASTRO: Aye.
COMMISSIONER SAUNDERS: Aye.
COMMISSIONER KOWAL: Aye.
CHAIRMAN LoCASTRO: Opposed?
(No response.)
CHAIRMAN LoCASTRO: It passes unanimously.
MR. FINN: Item 1G, which is announcement of the final
public hearing. Final public hearing on the FY '23/'24 Collier
County budget will be Thursday, September 21, 2023, at 5:05 p.m.,
in this building, in this room, Collier County Government Center, W.
Harmon Turner Building F, third floor boardroom, Naples, Florida.
With that, sir, that's all we have on our agenda this evening.
CHAIRMAN LoCASTRO: Okay. Let me just go down the
line. Anybody got any comments? Commissioner Kowal.
COMMISSIONER KOWAL: I've just got one simple question.
What's with the 5:05?
MR. FINN: That's a legacy, sir. I don't know that it's
statutorily required, but I'm going to go with it for now.
MR. JOHNSON: It is required to be after 5:00.
COMMISSIONER KOWAL: Oh, okay. Thank you.
CHAIRMAN LoCASTRO: There you go.
COMMISSIONER SAUNDERS: If we had started at 5:00,
we'd be out of here by now.
CHAIRMAN LoCASTRO: Commissioner Saunders, do you
September 7, 2023
Page 122
have any closing comments?
COMMISSIONER SAUNDERS: I don't have anything to add.
CHAIRMAN LoCASTRO: Commissioner Hall.
COMMISSIONER HALL: No, sir.
CHAIRMAN LoCASTRO: Commissioner McDaniel.
COMMISSIONER McDANIEL: Just one comment. I want to
say thank you to all of you. It was brought up tonight by the public
that we have a lot of difficult decisions to make, and there are going
to be many more that come at us in the next couple of weeks before
we ultimately adopt our budget.
But when I was going to get an extra cup of water, one of you
asked a question with regard to the distinguishment for the actual
revenues in comparison to -- or what we collected in comparison to
what was on our chart, and one of the things that Ed said was that that
had never really come up with a discussion before, and I -- I
appreciate the discussion --
CHAIRMAN LoCASTRO: Yeah.
COMMISSIONER McDANIEL: -- very, very much.
CHAIRMAN LoCASTRO: I was just going to close by saying
you have five commissioners up here that actually do the math, read
the documents. We don't always vote the same way, but I think
Commissioner McDaniel said it best where we can talk about what
we've signed and the pledges and talking to people -- and those all
matter. I'm not dismissing those at all, but in the end, our job is to
do what's best for the County and the citizens, and sometimes a lot of
things change.
You know, you get a couple of hurricanes that slam into our
county and things change. And, you know, we just turned the -- you
know, I'll end on this note: Today's September 7th. On
September 11th in 2001, nobody could have expected airliners to
crash into, you know, two skyscrapers in New York City, and the
September 7, 2023
Page 123
universe changed. And when that happens, sometimes you've got to
make tough decisions that aren't on paper and aren't on charts.
And we've got to make sure we set up this County so that, you
know, if we have emergencies, we're covered, that we can pay bills,
and that the people that replace us in these seats years from now don't
have infrastructure that we allowed to crumble and didn't stay up on
because, you know, we wanted to get pats on the back.
And I know you've got five commissioners up here that we're
not serving that way. So I think we had really great discussion.
And I would just challenge the staff to take what you are about to
bring to them and really sharpen some pencils, and let's come in here
on Tuesday and do not just do something different, but really do
something better, and I really feel like that's what we're about to do.
MR. FINN: Yes, sir. Thank you.
*****
September 7, 2023
There being no further business for the good of the County, the
meeting was adjourned by order of the Chair at 8:57 p.m.
BOARD OF COUNTY COMMISSIONERS
BOARD OF ZONING APPEALS/EX
OFFICIO GOVERNING BOARD(S) OF
SPECIAL DISTRICTS UNDER ITS CONTROL
,,,,---- ? y___T
RICK LoCASTRO, CHAIRMAN
ATTEST-. ' ' , ,
CRYSTAL ZEL, CLERK
7: / ‘ ifil I ,,
-`tte§k"' .as chairman 5
5tgnrature only
These minutes approved by the Board on /2 12 16 ,
as presented ✓ or as corrected .
TRANSCRIPT PREPARED ON BEHALF OF FORT MYERS
COURT REPORTING BY TERRI L. LEWIS, REGISTERED
PROFESSIONAL COURT REPORTER, FPR-C, AND NOTARY
PUBLIC.
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