Ordinance 97-21 ORDINANCE NO. 97- 21 '~e,.
AN ORDINANCE AbfENDING ORDINANCE NO. 92-60
RELATING TO THE LEVY OF A 2 % TOURI ST
DEVELOPMENT TAX AND AN ADDITIONAL 1% TAX
THROUGHOUT COLLIER COUNTY PURSUANT TO THE~
LOCAL OPTION TOURIST DEVELOPMENT ACT, SECTION~
125. 0104, FLORIDA STATUTES, PROVIDING FOR~
AMENDMENT TO SECTION THREE CONCERNING THE USE~
OF TAX REVENUES AND THE TOURIST DEVELOPMENT~
TO ADOPT UZDE,.I S
AND TO ~LLLOW EXPENDITURES FOR FISHING PIERS,
PROVIDING FOR AMENDMENT TO SECTION ELEVEN (G)
TO ALLOW THE COUNTY TO RETAIN FUNDS FOR
ADMINISTRATIVE COSTS; PROVIDING FOR CONFLICT
~ SEVERABILITY; PROVIDING FOR INCLUSION IN
CODE OF LAWS AND ORDINANCES; AND PROVIDING FOR
AN EFFECTIVE DATE.
WHEREAS, Section 125.0104, Florida Statutes provides for the
levy of a local option tourist development tax by any county;
WHEREAS, the Board of County Commissioners enacted Ordinance
No. 92-60, which levied and imposed a tourist and development tax
throughout Collier County for the purposes permitted in Section
125.0104, Florida Statutes, as amended, and to utilize previously
collected tourist development taxes as authorized by Chapters
92-175 and 92-204, Laws of Florida, enacted by the Legislature at
its regular session of 1992;
WHEREAS, the Board of County Commissioners of Collier
County, by an extraordinary vote, desires to amend the uses of
tax revenue and tourist development plan; and
WHEREAS, the proposed amendments were presented to the
Collier County Tourist Development Council.
NOW, THEREFORE, BE IT ORDAINED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA that:
SECTION ONE: Amendment to Section Three of Collier County
Ordinance No. 92-60.
Section Three is hereby amended to read as follows:
SECTION THREE: USE OF TAX REVENUES.
A. The tax revenues received pursuant to this Ordinance and
the tourist tax revenues previously collected from November 1990
to November 1991 pursuant to Ordinance No. 90-43 shall be used to
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fund the Collier County Tourist Development Plan, which is hereby
adopted as follows:
TOURIST DEVELOPMENT PLAN
The two percent (2%) tourist development tax shall be levied
throughout Collier County beginning the first day of the second
month following approval of this Ordinance by referendum. The
tax district shall include the entire geographic area of Collier
County, Florida. The anticipated revenue for a two percent (2%)
tourist development tax for all of Collier County over a
twenty-four (24) month period is Seven Million Dollars
($7,000,000.00), less costs of administration.
The additional one percent (1%) tourist development tax
shall be levied. throughout Collier County beginning the first day
of January, 19~6 and terminating on December 31, 1999. The tax
district shall include the entire geographic area of Collier
County, Florida.
1. The categories of use of the two percent (2%) tax
revenues by specific project or special use are hereby listed in
the order of priority and include the approximate cost or expense
allocation for a twenty-four (24) month period for each project
or use as follows:
CATEGORY A - To finance beach improvement, maintenance,
renourishment, restoration and erosion control,
including pass and inlet maintenance.
Approximate cost Percentage of
or expense allocation Net revenue
$4,200,000 60%r reduced by the amount
[equired for Category D.
CATEGORY B - To promote and advertise county tourism within the
State of Florida, nationally and internationally,
which encourages tourism with an emphasis on
off-season visitors to Collier County. The
guidelines for Category B funding are attached as
Exhibit "A" and incorporated herein.
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Approximate cost Percentage of
or expense allocation Net revenue
$2,310,000 33% to 40%
The percentage of net revenue within Category B shall be further
specifically allocated as follows:
le) For tourism advertising and direct marketing -
$1,750,000 25%
For local projects and/or activities which promote tourism -
$560,000 to At least 8%, but up to 15%
$1,050,000 depending on amount
budgeted by the Board of
County Commissioners for
Category C.
CATEGORY C - To acquire, construct, extend, enlarge, remodel,
repair, improve, maintain, operate or promote one
or more County owned museums -
Approximate cost Percentage of
or expense allocation Net revenue
$0 to,$490,000 Amount budgeted for this
~ Category by the Board of
County Commissioners each
fiscal year, but not to
exceed 7%. This amount may
be amended upwardly or
downwardly prospectively
from the date of the budget
amendment approval, provided
that the amount of the
~ allocation per
fiscal year ~
does not exceed 7% of the
net revenue.
CATEGORY D - To ac uire construct extend enlar e remodel,
~e~air? improve? maintain? operate or promote one or more fishing
piers which are ublicl owned and o erated.
A_p_proximate cost Percentageof
or expense Net revenue
$0 to $200 000 Amount budgeted for this
~the Board of
County Commissioners each
fiscal ear but not to
exceed $200~000. This amount
maybe amended ~
downwardl ros ectivel
from the date of the budget
amendment~rovided
that the amount of the
~9!_~ate allocation per
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fiscal year does not exceed
$200r000.
It is the intent of this Ordinance that the above uses shall be
funded separately, but simultaneously in the above percentages
regardless of the actual amount of net revenues collected.
Upon expiration of the additional 1% tourist development tax
as described in this plan, the Tourist Development Council may
request the Board of County Commissioners to review the funding
allocations at five year intervals.
2. The additional one percent (1%) tax revenues collected
pursuant to Section Two (F) shall be used to finance beach
improvement, maintenance, renourishment, restoration and erosion
control.
3. The revenues to be derived from the tourist development
tax may be pledged to s'cure and liquidate revenue bonds in
accordance with the provisions of Section 125.0104, Florida
Statutes. Such, revenue bonds and revenue refunding bonds may be
authorized and" issued in such principal amounts, with such
interest rates and maturity dates, and subject to such other
terms, conditions and covenants as the governing board of Collier
County shall provide. This paragraph shall be full and complete
authority for accomplishing such purposes, but such authority
shall be supplemental and additional to, and not in derogation
of, any powers now existing or later conferred under law.
4. The event bonds are issued by Collier County for any of
the purposes enumerated by the Tourist Development Plan, the
amount of tourist development tax receipts used to pay debt
service on such bonds may exceed the percentages provided for the
purpose for which such bonds were issued; provided, however, the
maximum annual debt service on such bonds, together with any
other obligations of Collier County which were issued to finance
improvements for the same purpose and which are secured by the
tourist development tax, must not exceed the stated percentage of
tourist development tax receipts provided in the Tourist
Development Plan for such purposes, as calculated as of the date
of sale of such bonds. For purposes of performing the
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calculations described in this paragraph, the amount of tourist
development tax receipts shall be assumed to be the amount
provided as such in Collier County's immediately preceding annual
audit, plus, if the levy of such tax was imposed or increased
subsequent to the beginning of the period which was audited, an
amount equal to the estimate by the County Manager of the moneys
the County would have received if the tax imposition or increase
had been in effect during the entire audit period. At or prior
to the issuance of bonds the County Manager shall provide a
certificate as to the findings required in this paragraph, which
certificate shall be conclusive as to all matters provided
therein.
B. The above and foregoing Tourist Development Plan may not
be substantially amended except by ordinance enacted by an
affirmative vote of a majority plus one additional member of the
Board of County Commissioners.
SECTION TWO: Amendment to Section Eleven (G) of Collier
County Ordinance No. 92-60
Section Eleven (G) is hereby amended to read as follows:
SECTION ELEVEN (G): The amount of administrative costs
retained by the Tax Collector shall be negotiated annuallye but
shall not exceed three percent (3%) of the tax collected herein.
The remainder of the tax collected shall be submitted to the
County on a .monthly basis. If the Tax Collector retains less
than 3% of the tax collected for administrative costse the COUNTY
may retain an amount UP to 3% for administrative costs provided
the aggregate amount retained by the County and the Tax Collector
does not exceed 3% of the tax collected.
SECTION THREE: CONFLICT AND SEVERABILITY.
In the event this ordinance conflicts with any other
ordinance of Collier County or other applicable law, the more
restrictive shall apply. If any phrase or portion of this
ordinance is held invalid or unconstitutional by any court of
competent Jurisdiction, such portion shall be deemed a separate,
distinct, and independent provision and such holding shall not
affect the validity of the remaining portion.
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SECTION FOUR: INCLUSION IN THE CODE OF LAWS AND ORDINANCES
The provisions of this Ordinance shall become and be made a part of
the Code of Laws and Ordinances of Collier County, Florida. The
sections of the Ordinances may be tenumbered or relettered to
accomplish such, and the word "ordinance" may be changed to
"section", "article", or any other appropriate word.
SECTION FIVE: EFFECTIVE DATE.
This Ordinance shall become effective upon filing with the
Secretary of State.
PASSED AND DULY ADOPTED by a vote of a majority plus one of
the Board of County Commissioners of Collier County, Florida, this
jW 7~5 day of __j~., 1997.
ATTEST: BOARD OF COUNTY COMMISSIONERS
D~3H~J ~f BROCK, CLERK OF COLLIER COUNTY, FLORIDA
,4', .-' .' ~-' ".//i TIMOT~Y.ANC~
Heidi F. Ashton
Assistant County Attorney
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Words ~ ttr~ added; words s~~ are deleted,
MISSION STATEMENT
The goal of the Tourist Development Council is to advise the Collier County Board of
Commissioners with respect to the expenditure of Tourist Development tax revenue. The goal of
Tourist Tax expenditures is to promote tourism in Collier County with an emphasis on the
shoulder and off season of May through November.
APPLICATION AND REVIEW PROCESS
I ) TDC Administrator. The Collier County Manager or his designee shall be the
administrator of the Tourist Development Council (TDC).
Applications and information for project funding should be obtained from:
Administrator/Director
Collier County Tourist Development Council
County Acuninistrator Office
3301 Tamiami Trail East
Administration Building, 2~ Floor
Naples, Florida 34112
(941) 774-8717
2) Applications. All applicants shall be required to complete an application package which
shall be used to determine eligibility and priority of funding. All applications must
include a comprehensive marketing action plan which addresses the mission statement of
the Tourist Grant Program and a time line with particular emphasis on generating
room/nights. Fifteen copies of the application must be submitted.
All applications must be submitted thirty (30) days prior to the next TDC meeting.
Quarterly meetings are scheduled for the third Monday of J'anuary, April, July and
October; however, Category B2 applications will be heard only at the April and October
meetings. The TDC Administrator will advertise the schedule of quarterly TDC
meetings on or about September of each year.
The TDC Administrator will review the application for completeness. Incomplete or
insufficient applications will automatically be returned. Minor irregularities may be
waived by the Tourist Development Council, and supplemental information may be
provided by the Applicant prior to the meeting at which the Tourist Development Council
will consider the application.
The TDC Administrator will submit the application to the TDC with an evaluation
relative to the selection criitcria.
The TDC will then make its recommendation to the BCC. The BCC will review the TDC
recommendation and finally approve or deny funding. ..
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3) Presa. Each applicant may make a presentation before the TDC at the discretion
of the Chairman or by the acclamation of the Tourist Development Council. Public
comment shall be allowed either during or immediately after all presentations.
4) Contracts. Ifapproved for funding, all applicants will be required to sign an agreement
with Collier County in a form approved by the Board of County Commissioners.
5) Selection criteria. The TDC will create its own selection criteria, but may include,
without limitation, the following: the ability to promote touHsm nationally and
internationally, ability to generate room nights, ability to promote shoulder and off-
season and ability to attract out-of-County visitors.
DISBURSEMENT GUIDELINES FOR ADVERTISING AND PROMOTION
CATEGORY (B1). ,
1) F. ligjhlt. Ap~a~. Any gover, ,laental, or not-for-profit entity is eligible for funding.
2) ~. Funding may be used to promote Collier County or a specific
geographic area within Collier County as a tourist destination through promotional
activities common to destination marketing. These activities may include, but not be
limited to, publicity, Public relations, advertising fulfillment, and advertising/promotion
by direct mail, television, radio, newspaper, magazine and/or any other media forms such
as videos and brochures. It may also include reasonable expenses necessitated by
appearances at trade shows. All activities must promote the shoulder and off-season of
May through November.
DISBURSEMENT GUIDELINES FOR LOCAL PROJECTS AND/OR ACTIVITIES
WHICH PROMOTE TOURISM CATEGORY (B2).
1) E!i~ble Organizations. Any governmental, not-for-profit or for-profit entity is eligible
for funding.
2) ~. Eligible activities are program/, festivals or special events and local
projects and activities which have a history ofor the potential for attracting out-of-county
visitors, either as participants or spectators, generating hotel/motel, campground, room
nights. Consideration will also be given to events which can generate national, state or
regional media exposure for Collier County or a specific geographic area within Collier
County.
3) Use of Funds. For applications over $25,000.00, funding may only be used for the
advertising and promotion as described above under Category B I of the Ioc'al projects
and/or activities which promote tourism. For applications under $25,000.00, TDC funds
may be used for the funding of the local project and/or activity.
For applications $25,000.f~ or less, the following are ineligible .~xp~mditures:
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1. Annual operating expenditures not directly related to the activity or project.
2. Employment ofpersonnel not directly related to the activity or project and not
specified in grant application.
3. Capital improvement, including but not limited to new construction, renovation,
restoration and installation or replacement of fixtures.
4. Purchase of tangible personal property, including but not limited to office
furnishings or equipment, permanent collections or individual pieces of art.
5. Interest, or reduction of deficits or loans. Expenses incurred or obligated prior to
or after project funding period.
6. Prize money, scholarships, awards, plaques, or certificates.
~I~ 7. Travel not directly associated with the project.
8. Projects which are restricted to private or exclusive participation except for
invitational events which require a prequalification of pg. ztieipants through proven
ability tO generate hotel room nights during the Naples' area should season.
9. Private ~:ntertainment, food or beverages except for invitational events which
require a prequalification of participants through proven ability to generate hotel
room nights during the N :?les' area should season.
10. Making payments for goods or services purchased for previous or other events.
i I. Events which are exclusively local in nature such as a parade.
REPORTING REQUIREMENTS.
All applicants that are awarded funding from Category B2 will be required to evaluate
and monitor the tourism impact of the event. Within ninety (90) days after the event, the
applicant will be required to provide a written report to the County Managers office and shall
appear at the next meetingof the tourist development tax council following the submission of the
wriuen report.
h:/cw/hfa/TDC/pidcline~s
STATE OF FLORIDA)
COUNTY OF COLLIER)
I, DWIGHT E. BROCK, Clerk of Courts in and for the Twentieth
Judicial Circuit, Collier County, Florida, do hereby certify that the
foregoing is a true copy of:
ORDINANCE N0.97-21
Which was adopted by the Board of County Commissioners on the 20th day
of May, 1997 during the Regular Session.
WITNESS my hand and the official seal of the Board of County
Commissioners of Collier Cohnty, Florida, this 22nd day of May, 1997.
DWIGHT E. BROCK .~%~{]$ ,~'
By:Sue Barbiretti~'~o' ".'
Deputy Clerk '