BCC Minutes 03/31/1998 S (Interim Governmental Services Fees) SPECIAL MEETING OF MARCH 31, 1998
OF THE BOARD OF COUNTY COHMISSIONERS
LET IT BE REHEHBERED, 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 1:00 p.m. in SPECIAL SESSION in Building "F" of the
Government Complex, East Naples, Florida, with the following members
present:
CHAIRPERSON: Barbara B. Berry
VICE-CHAIRMAN: John C. Norris
Timothy L. Hancock
Pamela S. Hac'Kie
Timothy J. Constantine
ALSO PRESENT: Bob Fernandez, County Administrator
David C. Weigel, County Attorney
ORDINANCE 98-25 ESTABLISHING AN INTERIM GOVERNMENTAL SERVICES FEES TO
RECOVER THE CURRENT COSTS OF PUBLIC SERVICES ALLOCABLE TO TAXABLE
PROPERTIES NOT REQUIRED TO PAY CURRENT TAXES - ADOPTED
CHAIRPERSON BERRY: I'd like to call to order the Tuesday March
31st session, the 1:00 o'clock session, of the Board of County
Commissioners.
This is more or less a special meeting. It's the advertised
public hearing considering adoption of an ordinance establishing
interim governmental services fee to recover the current costs of
public services allocated to taxable properties not required to pay
current taxes.
If you'd rise, please, for the Pledge of Allegiance.
(The Pledge of Allegiance was recited in unison.)
CHAIRPERSON BERRY: I think I faked you guys out a little bit
down there. He, too.
Mr. Fernandez.
MR. FERNANDEZ: Mr. Weigel is going to --
CHAIRPERSON BERRY: Mr. Weigel is going to be presiding? All
right.
Mr. Weigel, you're on.
MR. WEIGEL: Well, I may be presenting at least just a part of
it. Thank you.
David Weigel, County Attorney.
I appreciate that we could be here today with this fifth Tuesday
afternoon meeting to discuss consideration of adoption of an ordinance
establishing an interim governmental services fee.
A brief history provides that this board and the county staff
have been investigating, developing, researching an interim
governmental services fee for a period of approximately three years at
this time.
And in December of 1997, as well as in -- 1st of March, early
March this year, the board had adopted resolutions of intent to use
the uniform method for a collection of this assessment which would
utilize the tax bill. This is pursuant to Chapter 197, Florida
Statutes.
The Executive Summary provides a rather brief synopsis or
synthesis of what this ordinance purports to do.
As stated previously in -- in prior board meetings, this is an
attempt to provide for a fairness and an apportionment of service --
services being provided by the county to properties, which full
valuation is not reflected in the property tax roll and thereby
reflected on the tax roll for specific periods of time, whereupon
although the services are nonetheless provided to these developed
properties, this is an attempt to provide for service cost equity for
all properties receiving similar services depending upon, of course,
their type of development.
This is a one-time fee that would apply and appear on the tax
bill just once in regard to any particular parcel of property. It
would be -- the billing would -- upon the adoption of the ordinance,
the billing would take place through the tax bill that issues through
the Tax Collector's office and it would start with this
October-November 1998 billing implementation.
The fee also would be in fact a lien upon the property and I
might -- I might note that although the popular term has been a fee,
this is, for all intents and purposes, a special assessment with the
basis of benefit to the properties that receive the services and would
have the fees so applied thereon.
With us today as part of the developmental staff for this, of
course, is John Yonkosky, Department of Revenue.
We've also, as you know in the past, had the assistance of
outside consultants known as Tischler and Associates, whose report
previously received by the board will become a part of the process and
certainly referenced with the ordinance before you today.
This board also, upon my recommendation, provided for the
employment of outside counsel, a specialist in municipal government
law, a long list of credentials concerning -- and of case law and from
the development on behalf representing municipalities and local
governments of impact fees, special assessments and a municipal
service taxing units, and he is here in the form of Mr. C. Allen Watts
will also be making part of the presentation and probably the more
technical part of the presentation today.
The Executive Summary endeavors to provide in brief format the
kind of application of the assessment that would -- that would apply
to properties that are developed and receive a Certificate of
Occupancy, and that can be found on Page 2 of the Executive Summary at
the top inset in the box.
Among the other considerations you have today is the fact that we
would be requesting, if the board should adopt the ordinance, the
petition report be updated and that would require a separate action of
the board to approve the further service of the Tischler and
Associates to update the report and make the appropriate -- provide
for the appropriate budget amendment that would be necessary to pay
for those services.
And with that, I'll turn it over to either Mr. Watts or Mr.
Yonkosky, whoever wishes -- Mr. Watts? MR. WATTS: Thank you.
Good afternoon. First let me thank you for the --
THE COURT REPORTER: Sir, would you identify yourself for the
record, please?
MR. WATTS: Certainly.
My name is Allen Watts. I practice law with the firm of Cobb,
Cole and Bell in Daytona Beach, and I am one of those souls who has a
misfortune to specialize in -- in local government law.
Actually, it's been enjoyable. I've spent 25 years doing it and
it -- it really is interesting to me to try to figure out ways in
which we could help some of the problems that local governments seem
to be saddled with, usually sent downstream by the action or the lack
of action at the state level.
One of the problems that local governments have suffered from and
one of the political forces, which led to the anti-unfunded mandate
amendment is the fact that more and more local governments are being
asked to pick up responsibilities without being given new revenue
sources to pick up those responsibilities.
The problem becomes particularly acute in those jurisdictions,
which are growing at a relatively rapid rate, particularly in
proportion to their base.
If you look at the history of how Florida raises revenue at the
local level, the constitution gives only one source of revenue to
cities, counties and school districts, and that is the ad valorem tax,
a tax on real estate and tangible personal property.
The legislature may, but seldom does, give additional authority
to local jurisdictions to impose other taxes at the local level
usually coupled with a referendum requirement. But by and large,
you're limited to the property tax.
In the Constitution, it says that all property within a given
jurisdiction shall be taxed at an equal rate. One of the problems
with maintaining that equality is the calendar under which we proceed
with our taxation and budget process. It's a calendar which has gone
back many decades, and you all know how it works, so I'll recapitulate
it very quickly.
Tax value is determined on January 1st of each year. Based on
that value, the property appraiser prepares a tax roll by the end of
June, certifies the tentative evaluations. Each taxing authority
adopts a tentative millage level that goes out on the TRIM notice.
You have your public hearings in late summer, early September. You
then adopt a budget which begins October 1 and the tax bills go out
November 1 based on what the value was the preceding January. They
are delinquent if not paid by today.
What happens in the case of a county where you have fairly rapid
development or a high proportion of new development, new taxable
property in proportion to your existing base, is that you receive no
revenue in respect to that new development.
For example, if a particular property is completed tomorrow, if
this ordinance is adopted and it has an immediate effective date, if a
property is completed, the improvements are completed tomorrow, it
will not be appraised for taxation until January 1, 1999. And the
first revenue you receive would be in November 1999 for the fiscal
year that begins October 1 of 1999.
Yet that property will require public services for half of fiscal
1997-1998 which is currently underway and all of 1998-99 with no ad
valorem revenue in respect to those improvements.
So, in that example, you've got 18 months of services being
provided with respect to -- to that newly improved and occupied
property with no ad valorem revenue.
Now, you -- you have two choices. You either increase your ad
valorem millage rates on everybody else or other revenue devices, fees
and assessments that may be available to you on everybody else to make
up that shortfall or you try to recoup from the owner of the property
requiring that service the cost of that -- of that service.
And that's what the Tischler report attempts to do. It attempts
to quantify what does it cost you based on your recent experience,
what does it cost you to provide services to these newly improved
properties in respect to which you are not receiving any immediate ad
valorem revenues.
And Mr. Yonkosky has done a chart which explains something of --
of this lag time that is not constitutional. The Constitution says --
COMMISSIONER NORRIS: Excuse me, Mr. Watts. You're going to need
to be on the microphone when you talk. There's a hand-held on the
side if you're going to be on that side.
MR. WATTS: Thank you very much.
The -- there we are.
The chart reveals that for the initial year, if this ordinance
were effective October 1 and you had Certificates of Occupancy issued
in April, May or June, then an assessment would be made on the tax
roll in November that would collect for the public services being
provided from April 1, 1998 all the way through September 30th, 1999,
because for the remainder of this fiscal year and all of the next
fiscal year, you will not be receiving any tax revenue in respect to
those improvements.
Similarly, in subsequent years we begin the assessment roll for
administrative purposes July 1 of each year. For properties that
receive a CO on July 1 of this year through June 30th of next year,
they'll be processed in the next cycle and that gives us a chance to
get that roll assembled, get it to the Tax Collector and get it out in
time for the November billing.
So, for properties that receive a CO in -- any time after July 1
of this year through June 30th of next year, they're going to be
assessed for anywhere from nine to 21 months of their cost of services
as based on the Tischler report and so forth and so on.
We -- we have identified each year or part of a year based on an
assessment cycle that runs July 1 to June 30th so that we are able to
pick up an assessment in November for that number of months for which
that property escapes taxation on the improvements. And the amount of
the assessment is the value of the services based on the Tischler
report.
We have done a couple of things that I think might not have been
expected when this assignment was originally given to me. One of
those is that the -- the case law -- there's been a series of
decisions by the Supreme Court in the last two or three years that
deal with the subject of what services are fundable by special
assessment.
And the key seems to be can you measure based on -- on the new
population growth what your increased cost of providing services is
going to be? Can you quantify it down to the per house or the per
thousand square feet of commercial space and so forth?
And the Tischler report does that in a way that I believe will
pass muster under those new Supreme Court cases.
We have omitted those services which the Tischler report found
are not population sensitive, are not growth sensitive and have no
appreciable effect on your -- on your cost of services. We have
included only those that are growth related.
The other thing we have done, some of the justices, and there's
-- there's been a -- a back and forth three-four, four-three split on
the Supreme Court, and that was before Justice Grimes retired, as to
whether you could recoup particular services through the assessment
process and what the downside was.
Justice Wells in particular has been concerned and has written
several opinions, either concurring or dissenting, in which he
expresses a concern this could be an end run by local government
around things like the homestead exemption or the ten million cap.
So, a couple of the precautions that we put into this proposed
ordinance were, first of all, a credit for any ad valorem taxes
actually paid. For example, in a -- in the case of a new house,
you're still going to have the lot which will be on the tax roll
anyway. And we're giving an offset for the taxes that will be coming
in with respect to the vacant lot.
And the other thing is in the case of properties, which are tax
exempt because of their use; that is, charitable, scientific,
educational and so forth, they are entitled to an exemption from the
ordinance. And for those properties that are owner occupied and will
ultimately be determined by the Property Appraiser to be qualified for
homestead exemption, we have given an equivalent credit against this
assessment so that no one can really say that you're trying to dilute
or water down the -- the homestead exemption or -- or impose a higher
fee for the services than they would have to pay if they were actually
paying taxes.
I hope that explains some of the theory of the -- of the
ordinance, why we put it together the way we did.
And Mr. Yonkosky has for your ready reference, and I think you've
seen this before, a portion of the Tischler report, the summary table.
You've already gotten it. It's Page 26 out of the Tischler report.
And those tables give you the starting numbers that we propose to
use in the ordinance.
And have they got --
MS. ASHTON: I distributed them.
MR. WATTS: Okay.
You have a -- a new copy of the -- of the agenda item that
beginning on Page 7 of your agenda transposes the appropriate numbers
from the Tischler report as the starting numbers for your ordinance.
You'll note that the countywide fee for Sheriff's services begins
at 213.99 for a single family residence and so forth. All of these
numbers are extracted from the Tischler report.
And we had originally anticipated that we might have an update of
that report prior to your adoption. The way you have this before you
today, you're being asked to authorize a further update of the
Tischler report and, therefore, what we did to -- to fill the blanks
in the ordinance that you had was to bring in the numbers from the
Tischler report based on your budget numbers for '96-'97. And that's
where these numbers are based.
The Property Appraiser has lately issued a letter, and I believe
I -- I have not yet received my copy, but I understand there's a
similar letter from the Tax Collector, dealing with some questions
from the constitutional officers about the administration of this.
The first thing I want to say is with respect to the concerns
about legality, part of my obligation to you is to commence validation
litigation to -- to make sure that this is legal.
I think that Mr. Carlton in particular had asked for an opinion
of the Department of Revenue for his comfort, and I think we can go
him one better because my contract requires that we get an opinion
from the Circuit Court that this is a permissible way.
And the way we propose to do this, in order to -- to provide the
-- the correct justification for the assessment, we need to get the
proceeds of the assessment into the same fiscal year in which the cost
of service is incurred.
Well, you're going to collect an assessment in November, if you
adopt this ordinance, for properties that are occupied beginning in
April and it's not going to go into fiscal year '97-'98's budget
unless we do something about it.
What we've provided in the ordinance is that we have the right to
issue revenue anticipation certificates. Those are financing devices
so that we can borrow against the November assessment, put the
proceeds of those revenue anticipation notes into this year's fiscal
budget so that we get the revenue in the year where the services are
being provided and where the costs are being incurred. And that way
we're on a -- a constant current financial budget, revenue versus
expense.
The revenue anticipation notes become the vehicle by which we
will then seek validation in the Circuit Court under the -- the second
part of my obligation to you.
So that, I think, will answer the question that Mr. Carlton
raised about can we get an opinion from the Department of Revenue or
somebody as to whether or not it's lawful to do this. We do propose
to do that.
I think that I have answered the question about the homestead
exemption. We do not propose to make the County Administrator a
substitute for the Property Appraiser in determining who's entitled
for homestead.
We've used the statutory language of who's entitled to qualify
for homestead in order to qualify for the credit against this
assessment.
Certainly, if the Property Appraiser wanted to undertake that
responsibility, I think that might be something that's discussable,
but not relying on being able to require him to do so, we've provided
that the County Administrator would -- would undertake that
responsibility for purposes of the assessment only, not for purposes
of determination next year or later years of whether somebody is
actually entitled to a homestead exemption under the ad valorem tax
laws.
With respect to the section of the ordinance determining
substantial completion, I think Mr. Skinner, the Property Appraiser,
raised a question about how do you intend to determine when a piece of
tangible personal property is acquired or placed into service in order
to assess the fee?
That is a bit of an administrative unknown at this point. We
certainly can impose the obligation. And the way we propose to
recover it is to reach back in later years, if something goes
undetected until they actually file a tangible property tax return,
and then we find out that property was placed in service a year or a
year and a half earlier than we knew about, we have the ability under
this to -- to add it to the then current year and reach back to the
time when the property was actually placed in service and, again, with
the revenue anticipation notes, the ability to transfer that -- the
money back to the correct budget year in which services were provided.
So, what we've tried to design for you is a -- a system that has
some fiscal integrity to it that offsets the revenues from these
assessments in the fiscal year when costs are incurred in order that
you may hold down your ad valorem millage that otherwise would go to
subsidize the services to these properties that are not giving you any
ad valorem revenue on the cost of the improvements.
We've tried to do it in a way that -- that sets it up to be
legally ratified early in the process so that you don't incur any
substantial liability for refunds while you go through some long,
involved other litigation process.
We've tried to anticipate those concerns that a minority of the
Supreme Court has expressed in some other cases about whether or not
this waters down homestead exemption or other constitutional
protections for taxpayers.
We've tried to design this as a holistic system so that all the
moving parts of it work together to one end, and that is to recover
the cost of services provided to people who are not paying for that
cost of services.
I would be happy to respond to any questions you may have. I've
probably gone into more detail than you might have preferred, but I --
at this point I think I will -- would rather entertain questions from
you.
CHAIRPERSON BERRY: I have to make a statement here. I don't
know where we're at, where I'm standing, but I believe I have a
conflict of interest in this particular issue, having to do with a
family member who's about to close on a home, a new home that's being
built.
Am I -- am I all right to vote on this or am I not?
COHMISSIONER HANCOCK: I'm glad you brought that up because my
father-in-law has a contract on a house, too, and it would be the same
application, but since it's countywide it affects you and I as well as
them. My understanding of the law is that it doesn't represent a
conflict of interest.
MR. HANALICH: Good afternoon, commissioners. For the record,
Ramiro Hanalich, Assistant County Attorney.
Just in speaking with Mr. Weigel and Mr. Pivacek now in checking
Chapter 112, I tend to view this situation as Commissioner Hancock has
just mentioned. This is an ordinance of countywide application and I
do not see that there's a special private gain or loss through your
voting on this ordinance. This is a matter of countywide application.
Whether it was an incidental result one way or the other for a
relative, I don't believe meets the test.
Now, that's, obviously, without indepth research but as asked
right now. I don't know if Mr. Weigel has anything to add.
COHMISSIONER HANCOCK: Otherwise I think a lot of decisions we
make that are countywide that have eventual or potential fiscal
impacts we all could claim conflict now.
MR. HANALICH: But I think the situation would be different if
you were voting on something that, for instance, was limited to a
particular PUD, a particular home or property, but this is to me of
countywide application.
CHAIRPERSON BERRY: That's what -- I don't mind. I've been
involved with this before, so I -- I'm not -- not concerned, but I --
on the other hand I don't want to get down the road and get nailed for
something. We're real sensitive to those things these days.
COHMISSIONER NORRIS: That would never happen around here.
CHAIRPERSON BERRY: Of course not.
Mr. Weigel?
MR. WEIGEL: Thank you. Yes.
Obviously, the question is appropriate to -- appropriate to be
raised and I think that it's -- it's very fine to place this on the
record also.
I -- I do agree with the review that Mr. Hanalich has just done.
We discussed the facts as we know them. We can certainly, I think,
all recognize where there are almost constant review of the statutes,
that it does look in fact to in the bloodlines and -- and close
relations when you look to incidents of a special benefit, but I think
that is where the distinction does divide out. And this is a -- an
ordinance of such universal countywide application -- CHAIRPERSON BERRY: Okay.
MR. WEIGEL: -- that the benefit or detriment is incidental to
the relations that may --
MR. HANALICH: The only other thing I would add is --
MR. WEIGEL: -- or may not alter.
MR. HANALICH: -- there is not to be any particular unique or
special tie between the situations you've discussed in the ordinance.
And this almost reminds me of some of the Commission of Ethics
opinions that I've seen where you're talking about where the board
votes on a matter of a -- like a regional mall or something and
somebody happens to know a relative that happens to be affected
because they're in the neighborhood by the -- whether or not that mall
was in or not.
Again, that was not viewed as a special private gain or loss
conflict of interest.
CHAIRPERSON BERRY: Okay. Great. Thank you. Sorry to interrupt
the train of thought here.
Now, Mr. Norris?
COHMISSIONER NORRIS: Yes.
You had mentioned earlier, and I'd like for you to clarify for me
a little bit, about you mentioned applying a credit for property tax
paid on the vacant lot?
MR. WATTS: Yes, sir.
COHMISSIONER NORRIS: Explain that for me.
MR. WATTS: Yes, sir. The original Tischler report just took a
-- a macro look at the entire county and proposed that you give an
offset of maybe 30 percent of the amount of the assessment because on
the average, countywide, that might be what the land value would
represent in proportion to the -- to the total assessment that was
being proposed.
COHMISSIONER NORRIS: Okay. So, now, let me ask this. Then the
figures that are contained in the -- in the revision of the ordinance
here already reflect that offset?
MR. WATTS: No, sir. The -- I don't believe that's the case.
The -- the numbers that are reflected in the Tischler report are the
cost of services per dwelling unit or per thousand square feet of
commercial space.
COHMISSIONER NORRIS: Are you saying then that 30 percent of
these figures will be -- will be removed from the initial assessment?
MR. WATTS: No, sir. What we found as we -- as we moved through
the drafting of this ordinance was that the -- the data processing
capability exists to do this on an individual parcel basis rather than
simply apply a 30 percent countywide offset and -- and, therefore, we
have proposed, if you'll take a look on your Page 17 of the agenda
package?
7.1 subtracts the credit equal to the ad valorem taxes paid or
payable in respect of that property for those fiscal years that are
being assessed under this ordinance.
So, we're doing it on an individualized basis. We've -- we've
talked that over with Mr. Yonkosky. We have the data processing
capability to do that. I'm more comfortable with that legally than
simply applying some gross 30 percent pudge factor to it.
COHMISSIONER NORRIS: Well, I'm having difficulty understanding
the point of subtracting that at all. I mean, the -- the vacant
property generates no call for services. It's the -- it's the fact
that you built some sort of building on that vacant property that
causes the need for services.
So, why would the -- I'm just having trouble trying to understand
why the vacant property enters into it at all.
And -- and the other part of that is that a lot of this vacant
property is so expensive that if you apply 30 percent of -- of what
they paid in taxes against this assessment, you're not going to have
an assessment. So, what was the point of doing this exercise to begin
with?
MR. WATTS: In the case where somebody is already paying taxes
that exceed their cost of services received from the county, then you
have to that extent been getting a bit of a bonus. So, the rest of
the taxpayers up to that extent have been getting a bit of a bonus.
We are at the --
COHMISSIONER HAC'KIE: Why didn't that break even? Why is that a
bonus instead of break even?
Do you mind?
COMHISSIONER HANCOCK: Because that's the way --
MR. WATTS: Yeah.
COMHISSIONER HANCOCK: -- it is now if your home is worth 250,000
in this county. That's the parallel I'm drawing is if your home is
above the average valuation, the rest of the taxpayers are getting a
bonus already.
COMHISSIONER MAC'KIE: Off of you.
MR. WATTS: Yes.
COMHISSIONER HANCOCK: It seems like a parallel situation to me.
MR. WATTS: Well, it is a parallel situation.
COMHISSIONER HANCOCK: I'm sorry, John. Go ahead. I didn't mean
to divert.
COMHISSIONER NORRIS: Well, let's see.
COMHISSIONER MAC'KIE: Start again.
COMHISSIONER NORRIS: Okay. We're -- we -- we have a -- a status
today --
MR. WATTS: Yes.
COMHISSIONER NORRIS: -- a situation today, and what we're saying
is people are building houses from today on and when they do that our
-- our retail property or whatever it might be, we expect an
additional amount of money to provide for services that -- or pay for
services that will be provided because they built a building.
Now, if you're going to issue them back a credit and take that
away, I don't see the point in doing this at all. I mean, it just
doesn't make any sense to me at that -- that point. We're saying they
-- they -- the status that we have today will be elevated by whatever
building is built.
MR. WATTS: Yes.
COMMISSIONER NORRIS: And, therefore, we want an assessment
commensurate with that building. Why give it -- why are we going to
give it back to them?
MR. WATTS: One of the things that we've -- John looks like he's
ready to -- to hold forth here.
MR. YONKOSKY: Maybe I can address that, Commissioner Norris.
COMMISSIONER NORRIS: Who are you?
CHAIRPERSON BERRY: Your name?
MR. YONKOSKY: Sir?
COMMISSIONER NORRIS: Who are you?
MR. YONKOSKY: My name is John Yonkosky.
The -- the original study was put together so that the assessed
valuation was the total, included the land and the building.
COMMISSIONER CONSTANTINE: And they've already paid taxes on it.
MR. YONKOSKY: And they've already paid taxes on the land so that
the figure that we want to use to apply is the net value, and -- and
so we did address your question by taking the assessed value that
we're going to use to apply the -- the assessment against, that
includes the land value.
COMMISSIONER MAC'KIE: So, otherwise, we would be taxing twice on
the land --
MR. WATTS: Yes.
COMMISSIONER MAC'KIE: -- or collecting a fee.
CHAIRPERSON BERRY: So, you're just going to back out the land
portion --
MR. WATTS: Yes.
CHAIRPERSON BERRY: -- from the -- what you've paid on taxes,
you're going to back that out of the overall?
MR. YONKOSKY: That's right, commissioner. It was easier for us
to come up with the total assessed valuation other than just the
assessed valuation for the building itself. And that's --
COHMISSIONER NORRIS: This is not based on a valuation. It's
based on units or a thousand square feet of commercial space. It's
not based on a valuation.
MR. YONKOSKY: That's correct, but we still had to determine what
the actual tax would be that the individual would pay.
COHMISSIONER HAC'KIE: So that we can see what's the deficit
we're trying to make up.
MR. YONKOSKY: That's correct. That's correct.
And you're right, Commissioner Norris. It's not based on
assessed valuation but we --
COHMISSIONER HAC'KIE: It can't be.
MR. YONKOSKY: -- we know what the -- what the valuation would be
for what we're -- what the millage would have to be and what the
revenues would be generated and that's why we did it that way.
We took the total and then backed out the value of the land from
the -- the last year's tax roll. And in the first study, we divided
the county into zones and that's where we came up with the 30 percent.
But what Mr. Watts is suggesting, that since -- if we have the
actual amount of taxes that was paid on that lot the previous year,
that we apply it evenly instead of --
COHMISSIONER NORRIS: Yeah. I understand what you're -- what
you're doing, but it seems awful cumbersome to do it that way when
really what you're trying to do is a simple assessment per unit. It
seems like you're making it awful complicated to get that
accomplished.
MR. YONKOSKY: Well, we can --
COHMISSIONER CONSTANTINE: I think you're trying to make it jump
the legal hurdles, aren't you?
MR. WATTS: Yes, sir. I am. There are -- and let me say there
-- there are cases which say that you can base assessments on ad
valorem value.
There's a -- there's a case out of Boca Raton in which that was
approved, but normally you try to identify some special benefit that
you're trying to recover, some -- some benefit that this property is
enjoying that properties generally within the county are not enjoying.
The benefit that we've identified here is the benefit because of
the quirks of our tax roll preparation calendar, the benefit of not
paying takes is on a portion of the value of your property even though
it's occupied and receiving services.
Now, there are plenty of properties countywide which are vacant,
unimproved, and they may receive a minimal level of -- of service but
-- but not much. I mean, the Sheriff's patrol services don't do a lot
of benefit for -- for a vacant lot. Maybe a little, but not much.
COHMISSIONER NORRIS: Most people don't even have alarms on their
vacant lots.
MR. WATTS: Yes. Exactly.
COHMISSIONER HANCOCK: Actually with the Norris-Hunter plan
they'll be doing more on vacant lots.
COHMISSIONER NORRIS: They'll be doing well on vacant, that's
true.
MR. WATTS: But the idea is that the -- you -- you've got to find
a way of quantifying that benefit. COHMISSIONER NORRIS: Okay.
MR. WATTS: And we've quantified it by saying it's the free
services that you're getting. Well, to the extent you're paying
taxes, you're not getting the services for free. So, you get credit
for what you've already paid for the services and you get a bill for
the difference.
COMMISSIONER NORRIS: Okay.
MR. WATTS: In some cases the bill will be zero, you're right.
COMMISSIONER HANCOCK: But not in all since land is typically not
the largest portion of the overall improvement. MR. WATTS: Typically not.
COMMISSIONER MAC'KIE: My question was, what did -- what does
this adjustment do to the revenue projection? You know, we were doing
this -- this 30 percent was how we got our revenue projection. What
does this do?
MR. YONKOSKY: The revenue projection is going to increase is
what we suspect, that it's going to be a goodly portion higher than a
1,400,000 that we told you.
This plan will take and eliminate the low income homes or the low
value homes and the extreme upper value homes, but with the concept
that we're recommending to you in this ordinance, it can go up to 21
months. Therefore -- before we were restricting it just to 12 months,
so we don't know what the -- the total amount is but we do feel, based
on some of our valuation, it's going to increase. CHAIRPERSON BERRY: Commissioner Hancock.
COMMISSIONER HANCOCK: Two things that I think are important,
because all of us have been immersed in this, we understand the
concepts but those that are watching TV may not. So, I think two
things that we need to state are that, one, what we're trying to solve
here is a free-ride scenario where you construct a place of residence
or a new home and receive the benefit of services without any
compensation to those agencies providing the services.
In other words, I think what was it; up to 21 months was the --
you know, the -- the --
MR. YONKOSKY: Yes, sir.
COMMISSIONER HANCOCK: -- worst abuse?
This is because this is how the state legislature has designed
our collection system. We're here talking about this today because
the state legislature year after year after year has failed to give
the counties the authority to use partial year ad valorem assessments,
which seems to make the most sense. If you're in the house six months
out of the year, you ought to pay six months worth of taxes on the
improvement.
This isn't rocket science. If it were, John, we'd have you as a
hired consultant. So, it's not -- you know, this is not an issue of
-- of assigning new taxes, which I know is going to be an accusation
or a charge out there. It's simply a way of recouping the
expenditures already paid for by other taxpayers, those that don't
live in the home.
So, you know, we can obviously track through this ordinance the
benefit, but where the state, I think, has failed us in a way is if I
understand correctly, under state law we're required as a county to
provide services concurrent with growth.
We can't call you back and say, I'm sorry, we can't send a
deputy's car to your house because you weren't on the tax rolls and
improved property this year. We have to provide the service based on
the anticipated population of that given year.
If the state legislature does not give us any method in the ad
valorem side to recoup those funds, what we're really dealing with is
an unfunded mandate.
We believe that the Constitution allows us to collect this
benefit. We called it a fee earlier, but what's the top -- the -- the
title du jour?
MR. WEIGEL: Well, the title du jour is interim governmental
services fee but I think it just as adequately or perhaps more
appropriately might be called interim governmental services
assessment.
COMHISSIONER HANCOCK: Okay. We are provided by the Constitution
to assess these amounts to recoup those funds that the state
legislature has failed to give us the opportunity to gain.
If we go through all of these hurdles, and let's assume for one
reason or another a system of courts trips us up or says that they
don't agree that we can do this. Do you think that more -- more than
likely would come on the side of placing it on the tax bill or on the
assessment itself? I mean, which is the -- the greater risk as we go
through this validation process in your opinion?
MR. WATTS: The -- the concept of recovering service fees is
better settled in the law than the concept of special assessments.
The cases are sometimes confusing between the two and there's a lot of
overlap between the two.
In the classical legal sense, a special assessment was something
that you paid because your street was being paved or sewer was being
put in rather than a service that was a bit more removed like the
Sheriff's patrol service that we identified here.
I was involved in some of the early litigation on user fees and
impact fees and -- and -- and so forth. And in those cases we -- we
found it necessary to explain to the courts the difference between
three systems that local governments have available to them: Taxes,
which are limited by the Constitution in general law; special
assessments, which at that time were thought to be fairly confined;
and, user fees, which we used to begin the whole universe of -- of
impact fees and -- and -- and so forth.
The user fee model has been approved by the courts for 25 years.
The special assessment model has been less well explored in the
courts, and I've told you earlier there's -- there's a back-and-forth
block on the Supreme Court that likes some of them and doesn't like
some of them.
I think properly explained as to how we based it and the fact
that it really is not much different than the fees you've been
approving for 25 years, I think that -- that we are in good legal
position for the validation. We -- we have that complaint ready to go
so we -- there won't be any delay in finding out how the courts feel
about it.
COMHISSIONER HANCOCK: So, all these requests for getting this
attorney's opinion or that legal opinion, as you mentioned earlier,
we're going to go one better? We're going to be proactive and get
that opinion before we proceed down the road with -- with any haste?
MR. WATTS: We -- the bills don't go out until November. By that
time we should have finished at least a Circuit Court round of
validation proceedings.
COMHISSIONER HANCOCK: Thank you.
CHAIRPERSON BERRY: Any further questions?
COMHISSIONER MAC'KIE: Well, just one that just came up from this
which is -- so we may find ourselves in the position of having to make
a decision about assessment this year with only the circuit and not
the Supreme Court validation having been completed?
MR. WATTS: That's correct. It is possible for the Supreme Court
to decide the case before November. The rules do require that bond
validation appeals be given priority on its docket but they also
provide that death penalty cases get priority on their docket and, you
know --
COMHISSIONER HANCOCK: And when you weigh those two --
MR. WATTS: -- you can only do so much, you know.
COMMISSIONER NORRIS: Bonds are much more --
COMMISSIONER MAC'KIE: Okay.
COMMISSIONER HANCOCK: But I think it would probably do as we
have in the past, which is don't count on it until we know it's going
to happen and that's been prudent in the past.
CHAIRPERSON BERRY: Mr. Weigel?
MR. WEIGEL: Yes. Thanks.
Well, I think this entree perfectly into a little further
discussion that -- that will probably be appropriate for the record
and certainly for -- for your own edification, and that is the fact
that to go forward with the exercise of a validation process, and I'm
not a -- a numbers or a budget person particularly, but it does in
fact imply that there will be in fact a concomitant budget, PRIM
(phonetic) budgetary provision to be made in the course of the budget
for this next year.
Now, John, you may wish to address this a little more directly.
As -- as has been stated, it's not that we're necessarily clearly
looking -- clearly not looking for $1,400,000 as an amount to be
validated in an anticipation note or a revenue note kind of process.
But there is a number which will be appropriate and necessary and the
board will have to address this in its other appropriate deliberations
apart from this ordinance consideration today.
And perhaps John and -- and -- and Mr. Watts can assist a little
further in filling in that -- that part of the canvas.
MR. YONKOSKY: The way that the ordinance is designed is that the
money would actually be budgeted first in a special revenue trust fund
in the same way that the additional court costs are set up so that you
can identify all the money that's received, and then after you go
through and look at the expenses that were incurred, do you have
expenses that were less than the money that you collected and then it
won't work. You can't transfer the money.
So, what we're going to do is ask you to establish a special
revenue trust fund and we'll budget the estimated amount of money in
there for the subsequent year. But for this year since -- if you
approve the ordinance, we will be putting together an amount of money
that will be part of this budget year. And since we don't know
whether it's there or not, Mr. Smykowski, your Budget Director, just
suggested that we take and recommend a budget of the revenue in a
budget, and put that money into reserve. So, really, what you're
doing is increasing your -- your revenues and your reserves and if
that flies with counsel's overview of it.
MR. WATTS: The amount that would be collected for the -- for the
next three months that would be allocable to the current fiscal year
is something around a half million?
MR. YONKOSKY: We anticipate that it would be a half a million
dollars.
MR. WATTS: Yeah.
MR. YONKOSKY: But that's an estimation, so that's what we would
be asking.
MR. WATTS: And for this year, prudence would dictate that you
put that in reserves until we have the -- the decree in hand.
CHAIRPERSON BERRY: Any other questions, comments?
No?
Do we have any public speakers?
MR. FERNANDEZ: You have one; Bill Spinelli.
MR. SPINELLI: Good afternoon. My name is Bill Spinelli. I'm
here representing the Collier Building Industry Association today.
We've been working with your county staff for more than a year
and I'm sure that I've even heard conversations among certain of the
commissioners on this exact issue over the last year.
It's a very complicated structure to try and accomplish what is
being said is an even or fair fee for the services being provided to
the residents of the county. We all understand that.
We all also understand that for some reason, and there may be
some good ones, the state legislature has said, no, we are not going
to have partial year assessments in the State of Florida. Okay. Part
of the reason may be that there are some very complicated valuation
models that inevitably will end up unfair. Part of the reason may be
they just don't want it. They want people to move to the State of
Florida. People want to come here.
Let's look at some of the benefits aside from the real estate tax
collection to the community's financing structure when an additional
person comes to the county and invests 50,000 or 100,000 or 250,000 or
a million or two million dollars.
I've heard some conversation that the county's not really
receiving any money to pay for its services and I can't help but just
simply say that's not true.
Okay. There are -- there are millions and millions of dollars
coming to the county when -- when the next residence is built. Think
of the sales taxes that are paid when somebody builds a house. Okay.
So -- so that rationale is not entirely accurate.
It's an issue that's being addressed around the state. The
Florida Home Builders Association is aware of it. In all likelihood,
it's going to be contested and I hold out one other caution. Maybe
this county isn't the one that should be the testing grounds. Okay.
Maybe this county should really wonder whether it's the right thing to
do at all.
And I just caution to move very slowly and carefully in the
spirit of trying to find 1.4 million or maybe it's a half a million or
maybe it's two and a half million. We don't know. When it's probably
not the right thing to do at all, it's clearly a way to try and go
around a system that -- that said, no, we're not going to do this.
Thank you.
COMMISSIONER HANCOCK: Mr. Spinelli, that's also the same system
that said they're not going to fund county court costs. That's also
the same system that says we as a county shouldn't be allowed to adopt
smoking standards more stringent than theirs. So, I don't hold the
state legislature in high esteem on all issues. I think there are
people trying to do their job.
But after returning from Tallahassee last week and standing in
the rotunda between the Senate and House chambers, I learned how you
get somebody out of a chamber. I learned who's doing it. I watched
it.
And the reason we don't have partial ad valorem assessments for
the most part is because the Florida Home Builders have sunk a
tremendous amount of money every year in lobbying efforts to shoot it
down. They're the premiere organization fighting against partial year
ad valorem assessments.
So we, as a county, are trying to look at how we can do what is
right by our citizens, which plain and simple is not for me as a tax
payer to pay for the EMS service that you as a homeowner received
because you moved here in February for 11 or 18 months.
Why is that fair? Why should I? You chose to make an investment
in your home and that's your decision alone, but the services provided
to you should be shared equally by each resident of this community and
not borne more by one than by another with the exception of the
obvious constraints of an ad valorem system.
So, it's a little -- it rings a little bit hollow that when CB --
the reason we're going through this of putting it on the tax bill is
because of CBIA really, really insisting that that's the way they
wanted it to go. It would be a lot easier for us to just collect it
at CO. We could make a much better ordinance that way and spend a lot
less time in court probably, so I'm a little upset that we've been
working with CBIA in trying to find a way to put this on the tax bill
and then to hear as a representative of CBIA you don't think this is
the right thing to do.
The two, I think, are not terribly consistent. I understand your
philosophical disagreement. Let's face it. When that person spends
two million dollars on their home, county government doesn't get that
two million dollars. We get long-term tax benefits but we also get
service requirements.
That two million dollars goes to the individuals who are in the
business of building homes and selling land and selling homes.
So, you know, I understand your point. We have a business, we
have an industry here. We're just trying to treat the citizens fairly
in the providing of services and I think this is a way to do it.
MR. SPINELLI: All right. Can I make one comment to that? It's
okay?
What the Florida Home Builders Association does think is fair is
to move entirely away from the impact fee system and -- and if the
state legislature decided they wanted partial year assessments, that's
fine, all right, and collect a one percent transfer tax so that
whoever comes, right, and buys the next house will pay the tax.
In fact, you may find this a little surprising. It will generate
tremendous additional dollars past what is being paid today, all
right, but it won't be borne on the home building -- the new home
buyer. It will be borne by everybody equally.
COMMISSIONER CONSTANTINE: I -- I guess to me that doesn't make a
whole lot of sense because the object of the game isn't to try to
generate more tax dollars. The object of the game is make everybody
pay their fair share. And when a new home comes on line, it does cost
for new services. It does cost for additional things. And someone
needs to pick up that tab and it shouldn't be equally borne by
everyone.
So, if you move down the street to another house, that doesn't
create the same burden as building a new house and having one more
house using the services in the county. So, I can't agree with your
discussion there.
Whether it generates more revenue or not isn't the idea. The
idea isn't to tax as much as we possible can. It's to have a fair and
equitable manner in which it's done.
COMMISSIONER HANCOCK: I think we all understand that impact fees
placed a directed impact on the cost of new construction to people
buying homes. I think we understand that. We understand that you as
a representative of an organization that is concerned about the impact
of that industry would have the opinion that you do. I don't think
that's a surprise to anybody.
I think a transfer tax doesn't get to the heart of the problem,
which is that if no more homes are built tomorrow, I don't have to add
EHS units, I don't have to add staff in so many county departments.
But every time a new roof is put on, I have to prepare for that and it
cost money to prepare for it and we just want to make sure that nobody
unfairly gets a free ride in the system because they bought a new home
instead of an existing one. That's all.
CHAIRPERSON BERRY: Mr. Spinelli, did you -- did I misunderstand
your thinking perhaps that -- that this assessment is a new --
something new, a new concept?
MR. SPINELLI: Well, it -- I -- I guess I'll say that it would be
a new special assessment or a new fee. It's something I know we've
been talking about for a long time.
CHAIRPERSON BERRY: Right, because I believe that it's amazing
that this whole thing was brought up back about -- that I'm aware of,
since 1984 in Collier County. There has been discussion about it in
some way, shape or form. It may not have reached the County
Commission level but there was another government body here in Collier
County that was very instrumental in talking about this and trying to
get some movement on it prior to the commission getting involved in
it.
And the amazing thing was that, you know, the demand that it's
placed not only in county government but other county services; i.e.,
the public school system, is going to be one eventually if this stands
muster with the -- with county government I'm sure is something that's
going to come on line with the -- with the public schools.
But -- and I'm sure Mr. Watts is -- is well aware of -- of
discussion that has taken place in the past regarding this partial
year assessment and -- and the impact of the growth and particularly
growth counties.
I'm sure there are counties in this state that this probably has
no bearing on, those counties that maybe don't build many homes in a
year and don't see an increase in population. But when you have
counties such as ours right here, there is a tremendous impact on
facilities and things like that.
And -- and when you're basically told, not so much in county
government, but in other governments as to how much tax you will levy
and -- and you have new students coming through all the time, then
tell me, what are the options open?
You have -- we had -- in the school system, you have no taxing
authority to speak of. You can't raise taxes. You are told by the
state what taxes you will levy on people. The only way you have any
control over would be for capital improvements.
So, what is your -- where can you go with this? And yet you have
how many new students coming in every year into Collier County and
you've got to provide for them. What's your alternative?
And your -- your idea of moving down the street the guy who
currently owns a house and moves down the street, nothing has changed
there, but it is for that new family that comes in and it never occurs
to them that their child wouldn't have a place in the classroom.
So, eventually this is going to -- if -- if this goes in this
particular area, it is going to go in other areas of -- of government
in Collier County.
MR. SPINELLI: I think we all agree that there's a little bit of
unfairness in how the fees are being collected, the taxes are being
collected.
I guess the purpose of -- of my comments through the building
industry is to -- for the record, just make -- make it known that it's
going to be protested and maybe this county shouldn't be the one that
is the -- the -- that goes to the expense and the -- to go through
those waters.
And -- and the state legislature has created the rules of how
they want the alternative unfortunately. Okay. If the county needs
to have more revenue is to raise the taxes. Nobody wants that --
CHAIRPERSON BERRY: Well, I --
MR. SPINELLI: -- of any kind.
CHAIRPERSON BERRY: I can tell you, Mr. Hancock raised a very
valid point when he said exactly what transpires in the legislature
and where he was happened to be located is exactly what happens and
has happened in the past.
There have been some extremely heavy lobbying groups up there
that nab those legislators every opportunity they got and bent their
ear and said no, no, no. And we thought a couple of years ago that
the partial year assessment had a very good chance of going through up
there and all of a sudden it disappeared in a committee. I mean, we
were all sitting there waiting for it to be heard and, bingo, the
magic hour hit on the clock and guess what? Nothing happened.
And there was a number of people in the room. We had all been
told to be there to hear this and it disappeared.
So, you know, it didn't have -- and that didn't happen just
because it happened. It happened because somebody really got their
ear bent.
So, this is one thing and if Collier -- if Collier County doesn't
do this at this point in time, who?
COMHISSIONER HANCOCK: And what you'll see, Mr. Spinelli, is not
a new -- not new revenue --
CHAIRPERSON BERRY: Right.
COMHISSIONER HANCOCK: -- but replacement revenue. What you'll
see from in the past the fiscally conservative position this board has
taken is you'll see a reduction in the ad valorem rate. It isn't a
new revenue. It's just revenue that's already being paid by people
who are on the tax rolls for the services for those who aren't so, you
know, your -- your -- your advocacy position I understand entirely. I
don't fault you at all for making it and I -- I -- I'm not trying to
be hard on you, but I'd certainly -- I bristle a little bit at any --
any idea that we're going after the building industry or after the --
CHAIRPERSON BERRY: Right. I --
COMHISSIONER HANCOCK: -- construction industry.
MR. SPINELLI: Don't misunderstand me. I don't -- I don't take
it that way and the building industry doesn't take it that way and the
building industry understands the problem. But it also understands
that there are rules.
And what --
COMHISSIONER HANCOCK: Bad ones but --
MR. SPINELLI: And you know what, we don't disagree that there
might be bad ones but nonetheless there are laws and rules.
COMHISSIONER MAC'KIE: Well, then quit lobbying to keep them if
you want this area.
MR. SPINELLI: I can assure you I have never -- I have never gone
to lobby myself, but --
CHAIRPERSON BERRY: We understand and -- and we're not trying to
be --
COHHISSIONER HAC'KIE: It's not personal.
CHAIRPERSON BERRY: We're not trying to be harsh but there --
there definitely is another side to this issue as --
COHMISSIONER HANCOCK: Believe me --
CHAIRPERSON BERRY: -- I'm sure you're aware.
MR. SPINELLI: Oh, I understand.
COHMISSIONER HANCOCK: We'd much rather beat Whit up, but he
didn't show up.
MR. SPINELLI: I'd much rather that you beat Whit up.
CHAIRPERSON BERRY: Mr. Norris.
COHMISSIONER NORRIS: Did you say you're -- you're representing
CBIA or Florida Home Builders or both?
MR. SPINELLI: The Collier Building Industry.
COHMISSIONER NORRIS: Collier, okay.
CHAIRPERSON BERRY: He said Collier. Okay.
COHMISSIONER NORRIS: All right. You mentioned awhile ago that
the alternative of this would be to raise taxes, but you see the --
the whole point of this exercise is not to raise taxes but it is to
make sure that those who are causing a need for services are the same
ones who contribute to the cost of those services, paying the cost of
those services.
And, so, it -- it's really a tax equity issue as bad as I hate to
say that because I'm always saying there is no such thing as a tax
equity issue, but that's what this is.
COHMISSIONER HANCOCK: It gets us a lot closer than where we are
now.
CONNISSIONER MAC'KIE: Yeah.
COMMISSIONER NORRIS: It sure is, so I -- I just want to know the
official position of the CBIA. I want you to make it clear to me. We
-- we are trying to make sure that -- that people who cause the need
for services are those who pay for these services, pay their fair
share.
Is the CBIA for that principal or against that principal?
MR. SPINELLI: Generally speaking, I think the whole -- the
building industry is in -- in for fairness. I think the reason the
building industry is speaking to the line of thought that it's made
here today is of the laws and rules that exist.
COMMISSIONER NORRIS: But --
MR. SPINELLI: Okay? Regardless -- we have our rules that we
play under in the building industry and there are laws and rules and
we must play by those rules and -- and so must the county governments.
COMMISSIONER NORRIS: Okay. You --
MR. SPINELLI: And I've just -- the building industry is
concerned that we're going to bend around in Collier County, okay, and
whether it's six months or a year -- and I'm glad to see that -- that
your consultants and attorneys are going to expedite this process to
find out the answer because that's --
COMMISSIONER NORRIS: Save you some money.
MR. SPINELLI: -- it's of paramount importance. It's going to
save the county some money potentially.
COMMISSIONER NORRIS: Sure.
MR. SPINELLI: Right? But things have to be done fairly but they
have to be done within the rules.
COMMISSIONER NORRIS: Okay. You said two things. You want --
just reiterated it. You want fairness. You're in favor of fairness
and you want to stay within the rules.
MR. SPINELLI: Yes.
COHMISSIONER NORRIS: We're trying to make a new rule that makes
it fairer for everybody that you can comply with. What's the problem?
COHMISSIONER HAC'KIE: My -- my question is, I -- I thought that
we had some sort of an understanding with CBIA that if we didn't ask
you to be the collectors of the tax, if we went to the trouble to do
this on the tax bill, that we should not expect a challenge from CBIA.
MR. SPINELLI: I'm not --
COHMISSIONER HAC'KIE: What happened to that?
MR. SPINELLI: I'm not saying that you're going to get a
challenge from the Collier Building Industry Association.
COHMISSIONER HAC'KIE: From the Florida Association then.
MR. SPINELLI: That is outside of the Collier Building
Industries.
COHMISSIONER HAC'KIE: I understand that, but --
MR. SPINELLI: This issue --
COHMISSIONER HAC'KIE: -- does the CBIA -- let me be clear. Does
the commitment that Whit made to us, Whit Ward made to us, that the
CBIA was not going to sue the county over this issue stand?
MR. SPINELLI: Yes. If Whit made that commitment, it will stand.
That doesn't mean that we still shouldn't be prudent about how we go
forward because, you know, candidly the --
COHMISSIONER CONSTANTINE: Will CBIA be active if Florida
Building Industry Association chooses to pursue this legally? Will
CBIA take an active role in that?
COHMISSIONER HANCOCK: Or fund it in part?
MR. SPINELLI: You know, it's hard for me to answer those
questions because I don't think it's a -- it's kind of if this
happens, what will -- and we have never discussed that at any length.
COHMISSIONER CONSTANTINE: Well, it's not that much of a
hypothetical because you just stood at that podium not five minutes
ago and said we need to go on the record and need to be clear that the
building --
COHMISSIONER HAC'KIE: Right.
COHMISSIONER CONSTANTINE: -- industry will likely challenge this
and -- in court.
MR. SPINELLI: No, I didn't -- I didn't say that.
COHMISSIONER CONSTANTINE: You did say that and we can pull up
the tapes or record. You did say that. And I think that's why
Commissioner Norris asked you, when you say the building industry is
going to, do you mean Collier or do you mean Florida?
And I think Commissioner Hac'Kie's point is Whit Ward has said --
COHMISSIONER HAC'KIE: You'll not sue us.
COHMISSIONER CONSTANTINE: -- we won't challenge it. We -- we
won't fight this thing. So, I -- I don't expect that only to be the
Collier Building Industry but I would hope that you'd keep your word
as an association and not simply hide behind some other label of the
Florida Building Industry and still challenge it.
MR. SPINELLI: Here's how I can answer that, okay, and I don't
really have any -- any direct words from the Florida Home Builders
Association other than I know the state as a whole, which is run by
the Florida Home Builders Association, which the executive director
here in Collier -- so he really can't take positions for the state and
I would be surprised if he did, okay, but I can tell you that in the
state there are several other counties that are looking at what's
being done here.
And we're a little bit of a testing ground and I think everybody
here knows that and I guess we just need to be a little cautious.
That is all I'm saying.
The Collier Building Industry is not going to go to court over
this. That I know. Okay. And that's been committed to you, but
there are other areas.
Let's say that the Florida Home Builders Association never sues
Collier County, right? It is likely that this is going to be
protested by some group somewhere around the state if it even holds
water and through the internal process that you've instructed your
consultants and attorneys to take it through so we just need to be
cautious.
COHMISSIONER CONSTANTINE: My question was quite simple. Will
Collier Building Industry take an active role if the state group
decides to challenge this or will they sit that one out? MR. SPINELLI: I think --
COHMISSIONER CONSTANTINE: The state does all kinds of things.
Collier doesn't participate -- MR. SPINELLI: I --
COHMISSIONER CONSTANTINE: -- in all of them.
MR. SPINELLI: I believe that Collier will sit that one out.
COHMISSIONER HAC'KIE: That would be, you know, keeping true to
what I understood was the -- was the --
MR. SPINELLI: But the caveat with that is that it doesn't mean
that it's not going to come to --
COHMISSIONER HAC'KIE: No, no, no.
MR. SPINELLI: -- to be an issue.
COHMISSIONER HAC'KIE: Of course not. There may be one
individual builder who sues. I mean, people have standing, but the
association -- the relationship between the county and the association
is important that we know that -- you know, that commitment hasn't
changed. And I think you've reassured us about that.
MR. SPINELLI: We're not looking to cause problems but we're just
here to -- to express industry concerns and awarenesses.
COHMISSIONER NORRIS: You held up pretty well under the grilling
so '-
MR. SPINELLI: Thank you, sir. I tried.
COHMISSIONER HANCOCK: Whit owes you a big lunch.
MR. SPINELLI: Yes, he does.
COHMISSIONER HANCOCK: Madam Chair, the -- that's okay. I don't
have anything else from you.
Ha'am Chair, I did also want to point out, Mr. Weigel has a list
of counties and individuals that have been tracking this, that have
been watching what we do.
The interest is so broad within the State of Florida within the
67 counties. I'd say some 40 or 45 of them would like to do this same
thing if given the opportunity that we have the potential should this
become in any way a protracted legal issue to apply to the Florida
Association of Counties Defense Fund.
We contribute from the legal standpoint on issues that are of
statewide importance, that the Defense Fund stands ready and if need
be this is a statewide issue that Collier County just happens to be a
leader in fairness on.
So, I just offer on that as -- as an option should we arrive at a
-- what I would call a decision point. We may want to have that in
our bag with this public information.
COHMISSIONER NORRIS: Motion to approve --
COHMISSIONER CONSTANTINE: Second.
COHMISSIONER NORRIS: -- the amended version of the ordinance.
CHAIRPERSON BERRY: Do -- did we have any other speakers?
MR. FERNANDEZ: No other speakers.
CHAIRPERSON BERRY: Mr. Weigel?
COHMISSIONER NORRIS: Mr. Weigel is going to help me make a
motion.
MR. WEIGEL: I -- I probably am just a little bit. I think your
motion is well taken but I do want to make sure that we have all of
the housekeeping out of the way so that your motion is all inclusive.
And I -- and, Allen, I'd ask that you maybe assist me here but I
think that the record should reflect that the amended version that was
handed to you and will be placed in record with the reporter today has
certain changes on it from that which was purely advertised.
And I'd like for that to be mentioned into the record and if,
Allen, if you think that the -- if we need specificity to page and
line number, we have that capability to do that right now.
And while he's looking at that, I'd also just mention for the
record the Executive Summary does state that the staff, County
Attorney office, over the course of two years has had various dialogue
with the municipalities within Collier County as to whether they were
interested to participate and be a part of the ordinance process
should the county so adopt.
And it's fallen -- the response has fallen under two categories.
This last year there was a -- call it an affirmative negative response
from the school board in the City of Naples specifically indicating
that they were interested but that they did not wish to get into the
process at that point in time. The City of Marco was not in existence
at that time.
With this current effort leading up to the draft or the ordinance
before you today, our communication with the City of Naples, City of
Marco was that no response or no official response, but the
information had been passed on to them if they wish to become
involved.
Beyond that, I think the school board response of a year and a
half ago maintains itself that they're anxious and interested to see
what develops if the -- if the county deposits this ordinance.
Another thing for clarification, you mentioned in Executive
Summary but I'd thought I'd mention orally in the record is that the
interim governmental services fee contemplated by Collier County is in
fact a countywide fee. It has application within municipalities as
well as in the unincorporated area. And I think that was already
clear but I thought that I'd mention that again.
Obviously it's not a fee imposed upon municipalities for any
services that the county is not providing for properties that become
developed and receive Certificate of Occupancy, things of that nature.
It pertains specifically to county services that are enhanced or
additional requirement upon the development of properties that happen
to find themselves located within municipalities.
And I wanted to mention that for the record and maybe Mr. Watts
is ready to mention a couple of additional numbers for you.
MR. WATTS: Madam Chair, I will move very quickly for the benefit
of the public and -- and the record. I think you all have copies of
this before you.
There is -- there is one typo and all of the rest of the -- of
the numbers that I had read you are -- are made purely to correlate
this ordinance with the Tischler report.
The typo is in Section 5.3.1 on Page 8. That is an assessment
for services of the supervisor.
COMHISSIONER NORRIS: Supervisor of Elections?
MR. WATTS: Supervisor of Elections, yes.
Okay. Beginning on Page 7 of your agenda package, the initial
numbers for the services of the Sheriff are single family or mobile
home, 213.99, multifamily, 107.44, nonresidential retail, 50,000 or
less, 806.59, 50 to 200,000, 604.94, 200 to 500,000, 483.96, and the
same for over 500,000.
For office space, 10,000 or less, 412.11, ten to 50,000, 350.16,
over 50,000, 308.80.
Industrial uses; manufacturing, 204.60 per thousand, warehousing
139.34, light industrial, 256.34, business park, 348.49 and hotel per
room, 115.89.
For the unincorporated area only; services of the Sheriff,
single-family residence or mobile home, 36.41, multifamily, 18.36,
retail, 50,000 or less, 136.76, 50 to 200,000, 102.87 and 200 and up,
82.06.
Office space, 10,000 or less, 69.20, ten to 50,000, 58.40, over
50,000, 51.90.
Industrial; manufacturing, 34.48 per thousand, warehousing,
23.48, light industrial, 43.20, business park, 58.73, and hotel per
room, 19.62.
For services of the Supervisor of Elections, this is residential
only and countywide; single family, 117.49, multifamily, 86.79, mobile
home, 103.62.
Code enforcement services; single family, $8.63, multifamily,
8.48, mobile home, 7.45.
Nonresidential code enforcement, retail 50,000 or less, 10.38, 50
to 200,000, 7.78, 200 and up, 6.23.
Office uses, 10,000 or less, 14.40, ten to 50,000, 12.23, over
50,000, 10.79.
Industrial; manufacturing, 5.74, warehousing, 3.91, light
industrial, 7.19, business park, 9.77 and hotel 1.89.
For the courts and related services, residential only,
countywide, 27.65 for single family, 20.43 for multifamily, 24.49 for
mobile homes.
MR. WEIGEL: 49 or 39?
CHAIRPERSON BERRY: 39. Yeah. I've got 39.
MR. WATTS: 24.39. I'm sorry. Slow down just a bit.
5.6, animal control.
Countywide assessment, residential only, single family, 3.09,
multifamily, 2.29, mobile homes, 2.73.
Public services for libraries, residential, single family, 23.14,
multifamily, 17.09, mobile home, 20.40.
Public services, parks and recreation, countywide; residential,
single family 38.66, multifamily, 28.55, mobile home, 34.09.
Unincorporated area only for the special services of the
incorporated area, single family, 14.74, multifamily, 11.07, mobile
home, 12.72.
Public health services, countywide, residential, single family
dwelling, 4.58, multifamily, 3.39, mobile home, 4.04.
Nonresidential uses, all retail is 82 cents per thousand square
feet. All office is 36 cents. All manufacturing is nine cents.
Hotels are six cents per room.
Public services for the medical examiner, this is again
countywide, residential only, single family, $4.20, multifamily, 3.10,
mobile homes, 3.70.
Public works assessments, countywide, residential, single family
or mobile home, 2.93. Also the same for multifamily.
All retail uses, 13.17 per thousand square feet. All office uses
5.85 per thousand.
All industrial uses, $1.46 per thousand, and hotel, 5.85 per
room.
And, lastly, support services. We're on Page 16 of your agenda.
This is a countywide assessment. For each single family home, 56.26,
multifamily, 41.56, mobile home, 49.62.
Retail uses, 50,000 or less, 69.55, 50 to 200,000, 52.16, 200 to
500 and up, 41.73.
Office uses, 10,000 or less, 96.48, ten to 50,000, 81.98, over
50,000, 72.30.
Industrial uses, manufacturing, 38.44 per thousand. Warehousing,
26.18. Light industrial, 48.16. Business park, 65.47, and hotel,
12.66 per room.
Those are the changes from the originally circulated version.
COHMISSIONER NORRIS: I'll amend my motion to incorporate the
changes noted by Mr. Watts.
COHMISSIONER CONSTANTINE: All right. I'll amend the second.
COHMISSIONER NORRIS: Mr. Watts?
MR. WATTS: Yes, sir.
COHMISSIONER NORRIS: Could you start over and repeat those
numbers, please?
MR. WATTS: I'll be glad to.
CHAIRPERSON BERRY: Do we have any further questions from the
board?
I'll call for the question. All in favor?
Opposed?
(No response.)
CHAIRPERSON BERRY: Motion carries five-zero.
Mr. Weigel?
MR. WEIGEL: Okay. Additionally as referenced in the agenda
item, Executive Summary, would be the direction from the board to
authorize the updated additional report and any appropriate budget
amendment to accomplish that result.
COHMISSIONER NORRIS: So moved.
COHMISSIONER HANCOCK: Second.
CHAIRPERSON BERRY: Okay. We have a motion and a second.
Any other questions?
All those in favor?
Opposed?
(No response.)
CHAIRPERSON BERRY: Motion carries five-zero.
Mr. Weigel.
MR. WEIGEL: And lastly, I believe, would be the board giving
direction to staff in the County Attorney office working with Mr.
Watts to expeditiously prosecute the validation process and report
back to you.
COHMISSIONER HANCOCK: So moved.
COHMISSIONER HAC'KIE: Second.
COHMISSIONER HAC'KIE: We have a motion and a second. All in
favor?
Opposed?
(No response.)
CHAIRPERSON BERRY: Motion carries five-zero.
Mr. Weigel, is there anything further?
Just a moment.
There is one item since this is a meeting that has been
advertised and this is a -- just a clarification over a comment and I
would like Mr. Weigel, if you would, please, to clarify a point,
please, that has been made publicly through our newspaper. MR. WEIGEL: Thank you, Madam Chairman.
MR. FERNANDEZ: Would you close the public hearing before you go
on?
COMMISSIONER HANCOCK: We did.
COMMISSIONER NORRIS: Close the public hearing.
COMMISSIONER HANCOCK: Yes. Well, you did ask if there were any
more speakers. The answer was no -- CHAIRPERSON BERRY: Was no.
COMMISSIONER HANCOCK: -- prior to the vote.
MR. WEIGEL: I think the record can reflect closure.
I -- I take this opportunity to address an item concern to the
Board of County Commissioners, which is the collective client of the
County Attorney and the office of the County Attorney. And I noted in
an editorial published in the Naples Daily News this past Sunday that
it has made -- continues to make reference in regard to the broad --
broad discussion of ethics in government. And it stated once again
incorrectly that a commissioner had been advised by the County
Attorney in regard to accepting and reporting on gifts.
And it -- this appears to be a bit of a pattern. Certainly there
is a repetition in this because checking back in the ethics files that
our office keeps and has for many years, we noted that in regard to
some of the reportage of ethics this past year, that on Tuesday,
October 21st of 1997, referring to the same commissioner, it mentions
that the commissioner is not pointing fingers at the County Attorney's
office for providing disclosure makes it okay advice, that -- that
commissioner followed.
And what this does with the continued reporting of something that
is absolutely inaccurate and which the Naples Daily News has never
come to me to confirm is that I have concerns that the Board of County
Commissioners collectively and the board as individual commissioners
may have questioned about the efficacy, the legal opinionability of
the County Attorney and his staff if they read the newspaper and
continue to see the same inaccurate statement made time and time
again.
I think the individual commissioners know that I'm not one to
meet frequently or lobby in regard to issues of this nature and I -- I
come forward actually rather rarely over the past nearly three years
that I've been County Attorney with issues of general concern to me.
However, I am concerned that this board and the individual
commissioners hearing this statement repeated in the newspaper with no
response being made in the newspaper or in any other forum to the
contrary may actually think it's true.
Additionally, the public who subscribes or reads the newspaper or
comes across it in one form or another with these continuing
editorials with these misstatements concerning the County Attorney
would logically after time perhaps not have the faith and confidence
in the County Attorney that advises their elected officials, the Board
of County Commissioners.
This office and I personally deal with other attorneys in the
community, whether it's in commercial development matters, services,
lawsuits, construction issues, sexual harassment cases, the whole
milieux of -- of the practice that makes things dynamic and
interesting for a County Attorney and his staff.
However, if they continue to see the inaccurate statement
repeated, that the advice of the attorney to its singular client, the
Board of County Commissioners or the individual commissioner, is
erroneous and clearly erroneous with no statement to the contrary, the
big lie becomes the big truth and unfortunately it affects not only
the County Attorney but his office, his staff, the morale of the staff
and our interrelationships with the client.
I think this is an extreme disservice that's been done to the
County Attorney and to its client, the board, in this regard and that
the record has not been corrected.
Additionally, over the course of three years as being County
Attorney, eight and a half years as Chief Assistant County Attorney,
I've certainly witnessed and -- and prior experience with the County
Attorney office, I've certainly experienced not only growth of the
County Attorney office but the departures that occur from the County
Attorney office.
And in part then it's response -- part of my responsibility is to
hire people from within the community or beyond and I think that the
hiring process is additionally hurt if we see these kinds of
misstatements made because, of course, there are the -- the typical
understandings that people have when they come into county government,
whether it's in the staff or the administrative side or in the legal
office, and there's some very good points that come with that kind of
employment.
But when the drumbeat continues to be inaccurate through one of
the larger purveyors of mass media communication, it concerns me
greatly.
Why? Because I'm a professional and I take my job seriously.
Now, I can state on the record here publicly for this board and
-- and for the public generally that the record as such is that David
Weigel, County Attorney, nor any of the County Attorney's staff or
Assistant County Attorneys has ever advised any individual
commissioner or the board collectively that it is okay to accept gifts
over a hundred dollar value from developers, entrepreneurs, business
persons or any others that statutorily classify as a lobbyist and that
the reporting on Form 9 disclosure forms make it all right.
Until the latter part of 1997, this County Attorney had never
been asked to review reporting individual Form 9 gift disclosure forms
prior to their filing by individuals in Collier County that are
statutorily classified as reporting individuals.
We have welcomed the opportunity to review those forms but we
always have made apparent to those commissioners or others that have
spoken to us that the filing of the form or the review of a gift issue
prior to the acceptance of the gift or the filing of the form is all
together different from after the form has been filed, months have
passed and someone may come to the office of County Attorney and
indicate that there's a question.
It's at that point that the County Attorney, and that's me and my
staff, have uniformly indicated to those persons who have spoken with
us that there is a distinction between the County Attorney advising
the board as a collective client and the inability of the County
Attorney to advise individual reporting persons of the consequences
that come from an act that's already occurred.
And with that, I -- I just want to close and say that I
appreciate the opportunity to bring this before the board. Obviously
the communications that I have with the board and the -- and the
individual commissioners are important and will continue to have the
general privacy and -- and professional legitimacy that they always
have had.
I look forward to your comments in any form that you wish to
provide them. Thank you.
COHMISSIONER HAC'KIE: Hay I have just one response?
CHAIRPERSON BERRY: Thank you.
Commissioner Mac'Kie?
COHMISSIONER HAC'KIE: I -- I just want to say David and I have
talked about this ahead of time and certainly every bit of written
advice I've ever gotten from the County Attorney's office on this
point was correct legal advice and I have continually said and will
repeat again that it's nobody's responsibility but mine to know what
my obligations were.
If I understand them, whether through a staff or your
predecessor, Mr. Weigel, or otherwise, that is totally my
responsibility. And I appreciate your need to correct that on the
record and -- and have the integrity of your office protected because
you deserve to do that. I have never gotten bad advice from you on
that point.
COHMISSIONER HANCOCK: Mr. Weigel, you raise what to me is a
larger issue and one that -- that may be -- since you've taken a look
at this particular application, can give some advice and that is
regularly we find editorials in particular to not just be lacking in
fact but to be patently false in the presentation in the content.
I have seen and read editorials about why I made decisions that
were not -- not on the record, that were not resulting from a phone
call or inquiry, that were sheer assumptions, that were false and most
times unflattering, which I believe is the intended result anyway.
The problem I have and the problem we may have in this issue is
that until you've come out now and said that what they've been writing
is false, is there any recourse for the newspaper on the editorial's
side basically misinforming the public, because I believe the public
assumes that a newspaper, whether it be an editorial or a news column,
at least verifies facts.
However, it appears that in an editorial that's not necessary.
When this pattern continues, as it has for at least three and a half
years with me now, what recourse is available since it falls under the
editorial banner? Are you aware of any that this board collectively
when the paper serves to undermine the confidence this community they
have in its decision makers or whether it chooses to undermine an
individual commissioner for its own political agenda, what recourse is
available when it's under the banner of editorial?
MR. WEIGEL: Well, I'm challenged to come up with actual
facetious statements but I'm afraid that that's probably all that
we're left with, quite frankly, dealing with the Fourth Estate and the
protections that exist based upon the jurisprudence of first amendment
freedoms that exist for the publications.
COHMISSIONER HANCOCK: So, it's just -- there's really no
requirement that once it's under an editorial banner that they have to
do any research whatsoever, that the -- that what they state is
positions need no factual basis.
COHMISSIONER HAC'KIE: Can't be reckless --
MR. WEIGEL: It takes --
COHMISSIONER HAC'KIE: -- is my understanding.
MR. WEIGEL: It gets us into the account of whether there is --
when you're dealing with public officials, the standard is very broad.
It's not very restrictive in regard to what they do, but you -- it
pulls you into the areas of malice aforethought, things of that
nature, which are very difficult to --
COHMISSIONER HANCOCK: Difficult to prove.
MR. WEIGEL: -- to prove.
COHMISSIONER HANCOCK: Okay. Thank you.
CHAIRPERSON BERRY: Any other comments?
Mr. Fernandez?
MR. FERNANDEZ: Madam Chairman, if we're through with this
subject, I have one more to bring up before we adjourn -- CHAIRPERSON BERRY: We are.
MR. FERNANDEZ: -- very quickly --
CHAIRPERSON BERRY: As far as I know we are.
MR. FERNANDEZ: -- if I may.
The board had established the dates for workshops in June to be
June the 17th, 18th and 22nd.
It's come to my attention that this conflicts with the Florida
Association of Counties meeting at Marco Island where Collier County
is the host county, and we felt it may be necessary to change the
dates. We have changed those dates to June the 15th, June the 19th
and June the 22nd.
COHMISSIONER NORRIS: 16, 19th and what?
CHAIRPERSON BERRY: No. 15. 15 --
MR. FERNANDEZ: 15.
CHAIRPERSON BERRY: -- 19 --
MR. FERNANDEZ: -- 19th and 22nd.
CHAIRPERSON BERRY: -- and 22.
MR. FERNANDEZ: So, the 22nd didn't change.
COHMISSIONER HANCOCK: What were the previous dates; the 16th --
MR. FERNANDEZ: The 17th --
COHMISSIONER CONSTANTINE: 17th and 18th.
MR. FERNANDEZ: -- and 18th were the previous dates.
COHMISSIONER HANCOCK: Are those both days of conflict with the
FAC annual meeting?
MR. FERNANDEZ: Yes.
CHAIRPERSON BERRY: Yes.
MR. FERNANDEZ: The meeting is from the 17th through the 19th.
COHMISSIONER HANCOCK: Do we have an agenda as to whether or not
those -- well, see, one of those dates are going to be more important
than the other. Usually the first day is key notes and that kind of
stuff. The second day is what I would call the business session and
Friday being the -- the wrapup.
MR. FERNANDEZ: Legislative wrapup.
COHMISSIONER HANCOCK: Yeah. I think --
COHMISSIONER NORRIS: Why don't you go ahead and go to the wrapup
on the 19th because -- so that's when all the District 4 budget items
come up and we'll take care of them.
COHMISSIONER HANCOCK: Well, good, because District 4 is really
not my concern.
COHMISSIONER HAC'KIE: It would be me.
COHMISSIONER NORRIS: District 2. I'm --
COHMISSIONER HANCOCK: Okay. All right. Just checking.
COHMISSIONER CONSTANTINE: Specifically, what will -- I mean,
what's being interfered with here? What are we going to miss on the
18th if -- at FAC.
COHMISSIONER HANCOCK: What happens in June as we begin the
process of adopting the legislative program that we're now lobbying
for on behalf of our residents in Tallahassee? So, it's something
that I think I need to be able to monitor on those days.
I also am the chairman of the Growth and Environmental Policy
Committee and will probably be required to report on some of those
activities. It's just one little me and it may cause me an afternoon
on one day.
If the 15th, 19th and 22nd doesn't cause a tremendous concern,
great, but, you know, if -- if you want to meet on one of those two
days and I'll just keep my schedule as -- I mean, I'm willing to do
what I need to do for the balance but I -- I would like to have the
opportunity to be there because I think it resulted in things such as
Article V legislation, which means of hundreds of thousands of dollars
returned to our taxpayers, and just like -- I would like to -- to give
it the time necessary.
COMHISSIONER CONSTANTINE: It doesn't make any difference. I'll
be here every day anyway.
COMMISSIONER MAC'KIE: Fine with me.
COMMISSIONER NORRIS: I can't wait for the VAB, the valve
adjustment --
COMMISSIONER CONSTANTINE: The valve --
COMMISSIONER NORRIS: The valve adjustment board.
COMMISSIONER HANCOCK: So 15, 19 and 22nd are the new dates? Is
that okay with everyone?
I -- I appreciate that. I just think there may be some -- there
may be some issues as critical as Article V to deal with again next
year.
COMMISSIONER CONSTANTINE: I can't imagine that we have anything
else booked on those days but can we all at least have a -- take a
peek at our calendars to make sure something else isn't already
booked?
CHAIRPERSON BERRY: Anything further?
MR. FERNANDEZ: That's all. Thank you.
CHAIRPERSON BERRY: Miss Filson?
MS. FILSON: I have nothing.
CHAIRPERSON BERRY: Say goodbye.
There being no further business for the good of the County, the
meeting was adjourned by order of the Chair at 2:43 P.M.
BOARD OF COUNTY COMMISSIONERS
BOARD OF ZONING APPEALS/EX
OFFICIO GOVERNING BOARD(S) OF
SPECIAL DISTRICTS UNDER ITS
CONTROL
BARBARA BERRY, CHAIRPERSON
ATTEST:
DWIGHT E. BROCK, CLERK
These minutes approved by the Board on , as
presented or as corrected
TRANSCRIPT PREPARED ON BEHALF OF GREGORY COURT REPORTING SERVICE, INC.
BY ROSE M. WITT, RPR