Agenda 01/10/2012 Item #16A10Proposed Agenda Changes
Board of County Commissioners Meeting
January 10, 2012
MOVE ITEM 16A10 TO ITEM 10E: RECOMMENDATION TO APPROVE
AN ECONOMIC DEVELOPMENT AGENCY REPORT REQUIRED BY
SECTION 125.045, FLORIDA STATUTES AND AUTHORIZE THE
COUNTY MANAGER OR DESIGNEE TO SUBMIT A COPY OF THE
REPORT TO THE OFFICE OF ECONOMIC AND DEMOGRAPHIC
RESEARCH (EDR). (COMMISSIONER HILLER'S REQUEST)
Move Item 2B to Item 16I3: Public declaration of form 8B, Memorandum of Voting•Conflict for
County, Municipal and Other Local Public Officers, in reference to Item 8A on the Agenda of
December 13, 2011, filed by Commissioner Tom Henning. (County Attorney's request)
Continue Item 8A to the January 24.2012 BCC Meeting This item requires that ex parte
disclosure be provided by Commission members. Should a hearing be held on this item, all
participants are required to be sworn in. PUDZ- 2003 -AR -3608: Orangetree PUD -- An Ordinance
amending Ordinance Numbers 2005 -42 and 2004 -73, the Orangetree PUD, to add 1,050
residential units for a total of 3,150 residential units; to add 100,000 square feet of office use and
add 172,000 square feet of retail use to the existing 60,000 square feet of retail for a total of
332,000 square feet of commercial development; to revise the development standards including
building height and setbacks and to add allowable residential, commercial uses and mixed uses,
and to eliminate the environmental commitments, for property located in parts of Sections 11, 12,
13, 14, 22 through 27, Township 48 South, Range 27 East, Collier County, Florida consisting of
2,138.76 acres; and by providing an effective date. (Commissioner Fiala's request)
Move Item 16A8 to Item 1017: Recommendation to approve Change Order No. 2 to Contract # 10-
5206, with Atkins North America, Inc., for Design Services for Collier Area Transit Transfer
Station, in the amount of $99,900 for redesign and post design services, and to extend the contract
by six hundred seventy seven (677) days to account for the inclusion of construction and the
completion schedule; and to authorize the Chairman to execute the change order. (Commissioner
Hiller's request)
Move Item 16132 to Item 13132: Recommendation for the Community Redevelopment Agency (CRA)
to approve and execute a Commercial Building Improvement Grant Agreement between the CRA
and a Grant Applicant within the Bayshore Gateway Triangle area. (2595 Tamiami Trail East,
Fiscal Impact $3,603) (Commissioner Hiller's request)
Continue Item 16E4 to the January 24.2012 BCC Meeting: Recommendation to approve and
authorize the Chairman to sign the Assumption Agreement from Tectrans, Inc. to Keolis Transit
America, Inc. for Management Contract for the Collier Area Transit (CAT) Fixed Route and
Paratransit Program. (Staffs request to make corrections to buyer's name within agreement)
Proposed Agenda Changes
Board of County Commissioners Meeting
January 10, 2012
Page 2
Move Item 16171 to Item 10C: Recommendation to approve and adopt the Resolutions adopted by
the Board of the Pelican Bay Services Division at a Special Meeting on December 14, 2011, with
respect to the 1998 Joint Coastal Permit of the Florida Department of Environmental Protection
and the Clam Bay Restoration and Management Plan authorized to be implemented under that
Permit. (Commissioner Hiller's and Commissioner Coyle's separate requests)
Move Item 16173 to Item 10D: Recommendation to approve In- Market Meeting Planner Site and
Familiarization Guidelines for the Tourism Department to provide payment or reimbursement of
expenses related to attracting group meetings to Collier County and authorize payment of covered
expenses up to an annual total program cost of $150,000. (Commissioner Hiller's request)
Time Certain Items:
Item 10B to be heard at 11:30 a.m.
Item 10C to be heard at 1:00 p.m.
1/10/2012 Item 16.A.10.
EXECUTIVE SUMMARY
Recommendation to approve an economic development agency report required by Section
125.045, Florida Statutes and authorize the County Manager or designee to submit a copy
of the report to Office of Economic and Demographic Research (EDR).
OBJECTIVE: To approve a report submitted by the Collier County Economic Development
Council (EDC) as required by Section 125.045, Florida Statutes and authorize the County
Manager or designee to submit a copy of the report to Office of Economic and Demographic
Research.
CONSIDERATIONS: Section 125.045, Florida Statutes requires economic development
agencies that have a contract with the governing body of a county and receives county funds to
submit a report to the county detailing how the county funds were spent and the results of the
organization's efforts on behalf of the county. The report shall contain the economic
development incentives granted to businesses or organizations that support economic
development for the local fiscal year.
The county is required to file a copy of the report with the Office of Economic and Demographic
Research (EDR) by January 15th of each year and post a copy on the county's website.
The Economic Development Council of Collier County, Inc. submitted the attached FY2011
report detailing the information requested by EDR. As of October 1, 2011 the EDC has
disbanded and is no longer in existence.
LEGAL CONSIDERATIONS: This item has been reviewed by the County Attorney, is legally
sufficient, and requires majority vote for approval. -JAK
FISCAL IMPACT: By agreement, the County partially funded the EDC's operations at
$400,000 per year. There is no fiscal impact associated with submission of this report to EDR.
GROWTH MANAGEMENT IMPACT: None.
RECOMMENDATION: To approve the EDC's FY2011 economic development agency report
and authorize the County Manager or designee to submit a copy of the report to Office of
Economic and Demographic Research.
Prepared by: Timothy Cartwright, Chairman (former EDC) through James C. French, Director,
Operations & Regulatory Management
Attachments: 1) EDC Final Annual report
2) EDR Survey 2011
3) Florida Statute 125
4) Back -up Incentives paid in 2011
Packet Page -865-
1/10/2012 Item 16.A.10.
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.A.10.
Item Summary: Recommendation to approve an economic development agency report
required by Section 125.045, Florida Statutes and authorize the County Manager or designee to
submit a copy of the report to Office of Economic and Demographic Research (EDR).
Meeting Date: 1/10/2012
Prepared By
Name: PuigJudy
Title: Operations Analyst, CDES
12/27/20112:09:15 PM
Submitted by
Title: Manager - CDES Operations,Operations & Regulatory Management
Name: FrenchJames
12/27/20112:09:16 PM
Approved By
Name: FrenchJames
Title: Manager - CDES Operations,Operations & Regulatory Management
Date: 12/28/20113:19:18 PM
Name: PuigJudy
Title: Operations Analyst, CDES
Date: 12/28/20113:19:25 PM
Name: CarnellSteve
Title: Director - Purchasing/General Services,Purchasing
Date: 12/29/20112:43:26 PM
Name: FederNorman
Title: Administrator - Growth Management Div,Transportati
Date: 12/30/2011 10:09:26 AM
Packet Page -866-
Name: MarcellaJeanne
Title: Executive Secretary,Transportation Planning
Date: 1/3/2012 8:23:41 AM
Name: KlatzkowJeff
Title: County Attorney,
Date: 1/3/2012 11:37:40 AM
Name: FinnEd
Date: 1/3/2012 11:54:09 AM
Name: OchsLeo
Title: County Manager
Date: 1/3/2012 12:12:35 PM
Packet Page -867-
1/10/2012 Item 16.A.10.
1/10/2012 Item 16.A.10.
Economic Development Council of Collier County
Annual Report
October 1, 2010 through September 30, 2011
MISSION:
To foster a business - friendly environment and grow a healthy and innovative economy.
OBJECTIVES:
To promote technological innovation and knowledge networks, which supports industry cluster
development, increases exports and spurs entrepreneurship.
OUTCOMES:
Increase proportion of knowledge -based primary jobs.
Collier County's economy is overly dependent on the population driven industries of
construction, tourism and related services. To achieve long -term economic sustainability, it is
necessary to create a better balance of high wage, value added primary job opportunities.
Diversify the tax base.
Collier County is overly reliant on collections from residential property taxes. Generally, a
greater proportion of property taxes are needed from non - residential sources to cover the cost
of services required by its citizens.
Increase recognition of Collier County as a global knowledge center.
Collier County is well known as a tourist and retirement destination. Increased awareness that
the community welcomes and supports a wide range .of knowledge -based businesses and
opportunities are needed.
The Economic Development Council of Collier County (EDC) began operations in 1976 to focus
on the local economy and the corresponding infrastructure required to successfully diversify
the County's economic base. In 1997, the EDC and Collier County Board of County
Commissioners inaugurated a formal Public /Private Partnership to increase the amount of
resources available to assist the efforts of economic development in the community.
Through the years, the EDC has offered programs and services to businesses and entrepreneurs
to enhance the economic structure and to foster an innovative diverse ecosystem of Collier
County. Through the efforts of a very small, yet qualified staff and volunteer leadership from
the public and private sector representation, the EDC engaged in and delivered programs and
services to drive fulfillment of its mission, objectives and outcomes. The following pages are the
final year -end report of the EDC and the public private partnership.
FEconorTic Development Council of Collier County 2010 -2011 Annual Report
Packet Page -868-
1/10/2012 Item 16.A.10.
MESSAGE FROM THE CHAIRMAN
At the Economic Development Workshop of September 23, 2011, the Economic Development
Council of Collier County ( "EDC ") delivered a strategic plan entitled "Strategy for Strengthening
Economic Development in Collier County" prepared by KMK Consulting to the Board of County
Commissioners of Collier County. This plan recommended a bold new organizational structure
(pages 29 -39), the end of the public /partnership between the EDC and Collier County (page 32)
and a set of aspirational goals (page 13 -14) within a new delivery system for economic
development services for our county. At the September 23 Workshop, I informed the County
Commissioners of a unanimous vote by the Board of Directors of the EDC to cease operations
on September 30, 2011.
In light of this news, the 2011 Annual Report from the EDC will be its last annual report to the
County Commissioners. The success which the EDC has achieved over the many years is a
tribute to those people and private investors who have worked and volunteered at the EDC in
partnership with Collier County staff and Commissioners, as well as, the many (too large a
number to individually list) organizations, non - profits and individuals that create the fabric of
our community.
Respectfully,
Robert J. Mulhere
Chairman of the Board of Directors
Economic Development Council of Collier County 2010 -2011 Annual Report
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1/10/2012 Item 16.A.10.
PROGRAMS & SERVICES
The following are the various programs and services offered by the EDC that were available to
eligible new, expanding or existing businesses in Collier County:
• Entrepreneurship Training Initiative — A grant in the amount of $158,700 from
Workforce Florida allowed the EDC to train over 100 people in entrepreneurship
programs such as GrowFL Technical Assistance, Supply Point Proposal and Engineering
Assistance, Business Process Mapping, and a Kauffman Foundation FastTrac Growth
Venture Forum
• Disaster Preparation & Business Assistance Center
• International & Export Assistance
• Economic Gardening consisting of a Loan Program, Technical Assistance, CEO Nexus
Forums and CEO Roundtables
• Access to Capital Resources & Funding Options
• Workforce Training Programs & Grants
• Business Counseling
• Federal & State Programs
• Demographic & Statistical Research
• Economic Impact Analysis
• State & local Incentive Programs
• Innovation Zone Program
• Site Selection
• Policy Development
FISCAL YEAR COMPARISON Q1— Q4
Inquiries and new activity were at a record high in FY 2010/2011 in comparison to any other
year in EDC history. A good portion of this activity is due to programs like the Entrepreneurship
Training Initiative, Workforce Florida grant, and Economic Gardening. In FY 2010/2011 there
were 486 inquiries compared to 223 and 229 inquiries, respectively, in the prior two fiscal years
(an increase of over 100 %).
3 fconoZc Development Council of Collier County 2010 -2011 Annual Report
Packet Page -870-
1/10/2012 Item 16.A.10.
The EDC was able to achieve such high results through a highly skilled and qualified staff and
volunteers as well as aggressive public relations and marketing program and a local outreach
campaign called Grow Collier.
Grow Collier was established in 2010 and continued through 2011 to identify businesses in
need of assistance to grow in Collier County. The assistance included all of the EDC's current
programs and services as well as Economic Gardening programs. The campaign also provided
the EDC with feedback on the local business climate and how area entrepreneurs view the local
economy, which in turn provided ideas for growth opportunities.
FISCAL YEAR ACTIVITY BY INTEREST
The top business assistance resources used by companies in FY 2010 -2011 were Workforce
Training Grant programs, Grow FL Technical Assistance, Kauffman Foundation FastTrac Growth
Forums, Business Process Mapping and Supply Point Proposal and Engineering Assistance,
Collier County Incentive Programs and Site Selection Assistance. Please note, some companies
may have requested more than one EDC program.
Workforce Training Grant
Collier County Incentives
Site Selection Assistance
Relationship Facilitation
New Business Relocation
Workforce Training /Existing Business
New Business Creation
Economic Gardening
Access to Capital
Business Counseling
Export Counseling & Assistance
Foreign Direct Investment
Fast Track Permitting
Florida Tradeport
Demographics & Statistics
State of Florida Incentives
Customized Assistance
Business Expansion
0 50 100 150 200
4 Economic Development Council of Collier County 2010 -2011 Annual Report
Packet Page -871-
250
1/10/2012 Item 16.A.10.
TOP INDUSTRIES FOR NEW ACTIVITY
The Services Industry topped the number of businesses requesting assistance during FY 2010-
2011. Followed by Manufacturing, Health & Life Sciences, Computer & Software Services.
*Mist. industries include; Research & Development, Education Facilities, Media & Graphics and Agriculture.
Services
113
Manufacturing
70
Health.& Life Sciences
53
Computer Software &
Services
44
Misc.
34
Finance /Insurance
30
Retail
23
Wholesale Trade
_- .__._._. __.._ _ _ . _
23
Construction
11
22
CleanTECH
21
Corporate Headquarters
19
Non- Profit
16
REFERRAL SOURCES FOR NEW ACTIVITY
Top referral sources for new activity include the Workforce Training Grant /Entrepreneurship
Training Initiative, Grow Collier and Community and General Referrals.
Economic Development Council of Collier County 2010 -2011 Annual Report
Packet Page -872-
d 1
ETI Campaign - Workforce Training
Grant
152
Grow Collier 2011
Community /General Referral
43
Web
—
Enterprise Florida _.__- .._._...__._
_ —_ 29
EDC Investor
23—
EDC Initiated
— —
21 i
—�
Government _
19
Event
15
- - --
Past Inquiry
12
Business Outreach Committee
11
Newspaper
10
—�
Got SBA
4
_ _
Chambers of Commerce
— 3
_
GrowFL /BBIF
_
i 3
SCORE
3
EDC Direct Marketing
2
Economic Development Council of Collier County 2010 -2011 Annual Report
Packet Page -872-
1/10/2012 Item 16.A.10.
PUBLIC PRIVATE PARTNERSHIP PROGRAMMATIC EXPENDITURES
Collier County Economic Stimulus Program participants 2005 -2011, all applicants have been ,llift
approved and will be paid based on performance.
muvenceo rvjeoical
Advocate Aircraft
Anchor Health
Animal Specialties
Arthrex, Inc.
Envont
Florida Specialities
Guadalupe Center
Haynes Corp
Hole Montes
Inovo
Lucy Hair Design
'March Performance
Milano Series
Pace Centerfor Girls
,Training &
Manufacturing
Institute
;value Centric
,�41Z,146
50
$25,000
$0
$0
$437,146
$412,146
$0
$25,000
$0
$0
$0
$25,001
$23,001
$347,131
$63,333
$24,999
$0
$0
$435,463
$383,464
$0
$56,000
$0
$0
$0
$56,000
$0
$1,057,969
$1,200,000
$25,000
$0
$0
$2,282,969
$0
$0
$20,000
$0
$160,080
$0
$180,080
$0
$0
$75,000
$25,000
$0
$0
$100,000
$0
$73,999
$75,000
$0
$0
$0
$148,999
$98,999
$80,000
$30,000
$0
$0
$42,000
$152,000
$0
$0
$0
$25,000
$0
$0
$25,000
$25,000
$0
$81,000
$25,000
$0
$49,000
$155,000
$0
$18,528
$15,000
$0
$0
$0
$33,528
$18,528
$0
$40,000
$0
$0
$0
$40,000
$40,000
$0
$20,001
$0
$104,696
$0
$124,697
$0
$0
$0
$25,000
$0
$0
$25,000
$25,000
$185,684
$0
$0
$0
$0
$185,684
$185,684
AW
$0
$30,000
$18,750
$0
$0
$48,750
SO
Source: Collier County
FISCAL YEAR 2011 INCENTIVE EXPENDITURES
�� � ;3.,., ..., ..q ,et.
,qx^R -P'3 � ♦ Y ii � 1 'S
.s1 , 4�# -:t k' x4.
tM * ~� t E} A i
$3,333 $0
�Y ■+� �' � ..k.T�?ir�:''�
� d� �..5r`A 4 ���1
� � fr 'e'Ap.
9^ r '"t:M
Advocate Aircraft
$0
$3,333
Anchor Health
$26,667
$8,334
$0
$35,001
Florida Specialties
$10,000
$8,334
$0
$18,334
Guadalupe Center
$25,000
$0
$0
$25,000
Pace Center for
Girls
$0
$8,334
$0
$8,334
Economic Development Council of Collier County 2010 -2011 Annual Report
Packet Page -873-
1/10/2012 Item 16.A.10.
COMPANIES ASSISTED THROUGH COLLIER COUNTY ECONOMIC STIMULUS
PROGRAM FISCAL YEAR 2010 -2011
Collier County incentives are available to companies that are relocating to or expanding in
Collier County. The incentives program was established by the Collier County Board of
Commissioners in 2003 to support the community's overall economic diversification goals. The
program supports both the expansion of existing industry and the recruitment of new industry
to Collier County. Each incentive program has its own objective, and each is performance
based. In FY 2010 -2011 four companies were approved to participate in the Collier County
incentives program.
The total direct economic impact of the four approved companies and the resulting 643 new
jobs is $152,153,820. The average wage of each new job is $59,437 which is 154% higher than
the average wage of Collier County.
*FastTrack Permitting only
COMPANIES ASSISTED THROUGH WORKFORCE TRAINING GRANT
ENTREPRENEURSHIP TRAINING PROGRAM
The EDC obtained a $158,700 grant from Workforce Florida, which allowed the EDC to train 108
companies and /or individuals in entrepreneurship and manufacturing programs. The training
was free to participants, and over 200 new jobs were forecasted by the participants as a result
of their training.
The programs offered in the Entrepreneurship Training Program were:
• GrowFL Technical Assistance uses market research tools to target ways to grow second
stage businesses either by geographically locating potential customers, compiling
extensive reports on the activities of competitors, or accessing extensive databases for
qualified sales leads.
• Supply Point Proposal & Engineering Assistance Training (PEAT) specifically designed
for companies looking to submit quotes to the government or prime contractor
procurement.
• Business Process Mapping is a fundamental tool for streamlining processes and making
them more efficient.
• FastTrac Growth Venture Program is a 10 -week program developed by the Ewing
Marion Foundation to help entrepreneurs discover how to plan for profitable growth
and improved business performance.
1 Economic Development Council of Collier County 2010 -2011 Annual Report
Packet Page -874-
1/10/2012 Item 16.A.10.
The following companies or individuals enrolled in one or more of the training programs
offered through the Workforce Florida grant:
1- 800 - GRANOLA
Orlando Delgado Agency
CTC Frame &Finish
3D Inspection Systems
Naples Soap Company
Tri -Town Construction
National Web Leads
Care Learning Academy
Shaw Development
BUILD LLC
Caldwell, Bombard, Soldavini
RWA, Inc.
Bonness, Inc.
LRA Consulting
Mona Lisa Graphic Design
Hawthorn Suites
Medical Fraud Defenders
U.S. Developers
Acme Computers
Air Quality Engineering
Naples Network Services
03 Hygenics
Theseus Professional Services
Counterstrike S &S
Kate's Kids
Immokalee Childcare Center
Wool-loo Foods
JR Evans Engineering
Southern Glass & Aluminum
Especially for Women
Stacy Jonssen
Globallink Manufacturing
Key Locksmith
Olde Naples Chocolate
Lotus Architecture
Dax Enterprises
MediaBrains
Genco Wholesale
Tri -Town Construction
Veritas Employment
Infinetwork
Media Vista
Fischer International
Ark Naturals
FL Fitness Coaches
Express Employment
Professionals
Preferred Travel
Thomas Riley Artisans
Guild
Mar De Sol
Champ Fish
Innovative Financing
DMG Resources
Golden Gate Fire & Rescue District
Wall Systems, Inc.
Ciccarelli Advisors
Ibelise Rojas
4What Interactive
AdSource
Little Bit of glitz
WCI Communities
NCH Healthcare System
Mubshir Ahmad
PBS Construction
Legal Aide
Air Technology
NewsBank
US Metro Telcom
Civic Activist
Pelican Wire
PBS Construction
Air Technology
I.S.I
Energy Transfer Systems
KGT Kitchen & Bath
MyEnviro
ABG World Video
Dolphin Global Tech
Above Water Public
Relations
AU Group
A & E Editing
Counterstrike Security
Air Technology
JR Evans
Kent Arno P.A.
Robert Johns Appliance
Citi Sleeper
Collier Child Care
Resources
Hughes McGrath
Action Automatic Door
DBL Accounting
PUBLIC SECTOR FINANCIAL CONTRIBUTION
Marketing
$61,613.95
Personnel
$338,386.95
TOTAL
$400,000.00
Economic Development Council of Collier County 2010 -2011 Annual Report
Packet Page -875-
1/10/2012 Item 16.A.10.
COMUNITY EVENTS & BUSINESS RECOGNITION
Pre and Post legislative Luncheons
The Economic Development Council held its annual Pre and Post Legislative luncheons in 2011.
These events provide the EDC investors, community members, and elected officials an
opportunity to preview upcoming legislation, and provide an overview of key legislation passed
in the most recent session.
Joint Economic Development Strategy
At the March 11, 2011, joint EDC /Board of County Commission Workshop, the EDC was
encouraged to engage the public in a joint economic development strategy for Collier County
and return with a Strategic Plan for the Commissioners to review. The EDC solicited RFPs from
three top -notch consulting firms to lead the strategic planning process and selected KMK
Consulting from Cincinnati, Ohio to formulate the plan. Public workshops were held on June
13, June 20 and July 25. Additionally, KMK Consulting conducted several Steering Committee
meetings and one -on -one personal interviews with community leaders, private business
owners and dignitaries from Collier and Lee counties. This process culminated with the
presentation by Jim McGraw of KMK Consulting and delivery of the strategic plan, entitled
"Strategy for Strengthening Economic Development in Collier County" at the Board of County
Commissioners meeting on September 23, 2011.
Business of the Month
Designed to be a joint program between Collier County Government and the EDC, Business of
the Month helps to recognize business owners who advance innovation through
entrepreneurial activity within the community. The following companies received Business of
the Month awards in 2011:
Conditioned Air Media Brains Moorings Park
GoldCoast Salads Sunshine Ace Hardware Fischer International
Florida Specialties Salazar Machine & Steel Preferred Travel
Excellence in Industry
The Excellence in Industry Awards is our opportunity to recognize local industry leaders, innovators and
entrepreneurs for contributions made in Collier County and Southwest Florida. The EDC is proud to
honor Collier County's top companies who exemplify the use of innovation and a responsible approach
to economic diversification and business and community enhancement. The awards program was held
on September 15, 2011, and honored the following businesses:
• Business Expansion — Florida Specialties
• Newcomer Award — OnFast
• Entrepreneurship — Naples Soap Company
• Export Excellence —Taray International
• Green to Gold — Collier County Government
• Innovation
• Katie Price
• MyEnviro
• Arthrex
1 Economic Development Council of Collier County 2010 -2011 Annual Report
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1/10/2012 Item 16.A.10.
Thank you for taking the time to complete this survey. Before you get started you may find it useful to print out this
survey and gather the required data. You may print the entire survey from the Florida Legislative Office of Economic and
Demographic Research (EDR) website at http: / /edr.state.fl.us/
Please feel free to contact EDR with any questions regarding this survey at (850) 410 -1419.
This survey will close January 15, 2012.
The fiscal year referred to in this survey is the local government's fiscal year that ends September 30th.
Once you have submitted the surrey, you will NOT be able to go back and edit your responses. If you find you have ma
an error, please contact EDR at the above phone number or email Melissa Hallaian at hallaian.melissa @leg.state.fl.us
Please note: Only municipal governments having annual revenues or expenditures greater than $250,000 are required to
report to EDR. All county governments are required to report.
Page 1
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1/10/2012 Item 16.A.10.
During the 2010 Regular Session, the Florida Legislature enacted Committee Substitute for Senate Bill 1752, relating to
economic development, which was later codified as Chapter 2010 -147, Laws of Florida. Sections 1 & 2 of the Act impose
new economic development reporting requirements on county and municipal governments.
Section 1 of the Act amends Section 125.045, Florida Statutes, to specify that a contract between a county's governing
body or other entity engaged in economic development activities on behalf of the county and an economic development
agency must require the agency or entity receiving county funds to submit a report to the county's governing body
detailing how the county funds were spent and the results of the economic development agency's or entity's effort on
behalf of the county. By January 15, 2011, and annually thereafter, the county must file a copy of the report with the
Florida Legislative Office of Economic and Demographic Research (EDR) and post the report on the local government's
website.
Section 2 of the Act amends Section 166.021, Florida Statutes, to specify that a contract between a municipality's
governing body or other entity engaged in economic development activities on behalf of the municipality and an economic
development agency must require the agency or entity receiving municipal funds to submit a report to the municipality's
governing body detailing how the municipal funds were spent and the results of the economic development agency's or
entity's efforts on behalf of the municipality. By January 15, 2011, and annually thereafter, the municipality must file a
copy of the report with EDR and post the report on the local government's website.
EDR has recommended items of interest that Economic Development Agencies or Organizations should cover in their
reports to local governments. A helpful information page can be found at EDR's website (http: / /edr.state.fl.us).
The county or municipal government should file a copy of their report with EDR at the following address.
Melissa Hallaian
Office of Economic and Demographic Research (EDR)
111 West Madison Street, Suite 574
Tallahassee, FL 32399 -6588
hallaian.melissa @leg.state.fl.us
Page 2
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1/10/2012 Item 16.A.10.
Additionally, by January 15, 2011, and annually thereafter, if a municipal or county government has given economic
incentives in excess of $25,000 during a fiscal year, then each municipal government having annual revenues or
expenditures greater than $250,000 and each county government shall report to EDR the economic development
incentives, by class of incentive, given to any business during the local government's previous fiscal year. Pursuant to the
Act, the county or municipal government shall report its economic development incentives in the format specified by
EDR. This survey questionnaire serves as the specified format for this particular reporting requirement. For purposes of
this questionnaire, each individual economic development incentive given by a local government should be categorized
into the one of the following classes.
1. DIRECT FINANCIAL INCENTIVES - Direct financial incentives of monetary assistance provided to a business from the
county or municipality or through an organization authorized by the local government. Such incentives include, but are
not limited to, grants, loans, equity investments, loan insurance and guarantees, and training subsidies.
2. INDIRECT INCENTIVES - Indirect incentives in the form of grants and loans provided to businesses and community
organizations that provide support to businesses or promote business investment or development.
3. FEE OR TAX BASED INCENTIVES - Fee -based or tax -based incentives, including, but not limited to, credits, refunds,
exemptions, and property tax abatement or assessment reductions.
4. BELOW MARKET RATE INCENTIVES - Below- market rate leases or deeds for real property.
EDR will compile the data submitted by local governments in a manner that summarizes the total of each class of
economic development incentive provided by each individual county and municipal government and a total of all counties
and all municipalities, respectively. EDR will also prepare and provide a report to the Governor's Office of Tourism, Trade,
and Economic Development and other interested parties. The completed report will be posted to EDR's website at
hftp://edr.state.fl.us.
LET'S BEGIN! I
Page 3
Packet Page -879-
1/10/2012 Item 16.A.10.
* 1. Are you completing this survey on behalf of a county or municipal government?
OCounty
OMunicipality (i.e., city, town, village)
Packet Page -880-
Page 4
1/10/2012 Item 16.A.10.
Economic Development Incentives IFY 2010-11
5. County Government Identification
1. Which county government do you represent?
Please Select
County Government JCnj1jeC
Page 5
Packet Page -881-
1/10/2012 Item 16.A.10.
Economic Development Inc- - s FY 2010
6. Municipal Government Identification
* 1. Which municipal government (i.e., city, town, village) do you represent?
Please Select
Municipal Government
Feage '6
Packet Page -882-
1/10/2012 Item 16.A.10.
* I. During Fiscal Year 2010 -11, has your county or municipality given businesses or
organizations /agencies that support economic development economic incentives more
than $25,000 in total?
OYes
O No
Page 7
Packet Page -883-
1/10/2012 Item 16.A.10.
1. You are not required to report if the total incentives your local government granted did
not exceed $25,000.
Do you still wish to report?
OYes
ONo
Packet Page -884-
P- aC1 e 8
1/10/2012 Item 16.A.10.
* 1. Were any DIRECT FINANCIAL INCENTIVES of monetary assistance provided to one
or more businesses from your local government or through an organization authorized by
your local government during Fiscal Year 2010 -11? Such incentives include, but are not
limited to, grants, loans, equity investments, loan insurance and guarantees, and training
subsidies.
OYes
ONo
Pace Q
Packet Page -885-
1/10/2012 Item 16.A.10.
Economic Development Incentives IFY 2010-11
10. Direct Financial Incentives Description
1. Please give the total value for each direct financial incentive type granted during Fiscal
Year 2010 -11.
Grants 1$33,999.99
Loans
Equity Investments -�
Loan Insurance
Loan Guarantees
Training Subsidies
Other
2. Please indicate the number of businesses that received each direct financial incentive
type in Fiscal Year 2010 -11.
Grants
Loans
Equity Investments
Loan Insurance
Loan Guarantees
Training Subsidies
Other
*3. How many total businesses received a direct financial incentive of monetary
assistance during Fiscal Year 2010 -11?
Enter numerical value.
*4. What is the total amount of the direct financial incentives granted during Fiscal Year
2010 -11?
Enter numerical value. $33,999.99
Page 10
Packet Page -886-
1/10/2012 Item 16.A.10.
* 1. Were any INDIRECT INCENTIVES provided to one or more businesses from your
local government or through an organization authorized by your local government during
Fiscal Year 2010 -11? Such incentives include grants or loans provided to businesses or
community organizations that provide support to businesses or promote business
investment or development.
OYes
ONo
Page 11
Packet Page -887-
IN
1/10/2012 Item 16.A.10.
Economic Development Incentiv- s IFY 2010
12. Indirect Financial Incentives Description
1. Please give the total value for each indirect incentive type granted to businesses and
community organizations the provide support to businesses or promote business
investment or development during Fiscal Year 2010 -11.
Grants 400,000.
Loans �-
Other
2. Please indicate the number of businesses and community organizations that provide
support to businesses or promote business investment or development that received
each incentive type during Fiscal Year 2010 -11.
Grants
Loans
Other
*3. How many total businesses and community organizations that provide support to
businesses or promote business investment or development received an indirect financial
incentive during Fiscal Year 2010 -11?
Enter numerical value. 1 (EDC)
*4. What is the total amount of the indirect financial incentives granted during Fiscal Year
2010 -11?
Enter numerical value. 1$400,000.
Page 12
Packet Page -888-
1/10/2012 Item 16.A.10.
1. Were any FEE -BASED OR TAX -BASED INCENTIVES provided to one or more
businesses from your local government or through an organization authorized by your
local government during Fiscal Year 2010 -11? Such incentives include, but are not limited
to, credits, refunds, exemptions, and property tax abatement or assessment reductions.
O Yes
ONo
Page 13
Packet Page -889-
1/10/2012 Item 16.A.10.
Fee-Based Economic Development Incentives IFY 2010-11
or . Incentives Description
1. Please give the total value for each fee -based or tax -based incentive provided by your
local government during Fiscal Year 2010 -11.
Credits N/A —�
Refunds I
Exemptions
Property tax abatement
Property tax assessment reduction I
Other 1
2. Please provide the number of businesses that received the fee -based or tax -based
incentives during Fiscal Year 2010 -11.
Credits N/A
Refunds
Exemptions
Property tax abatement
Property tax assessment reduction
Other
3. Please describe the type of fee -based or tax -based incentive if not included in the
categories above.
N/A
* 4. How many total businesses received fee -based or tax - based incentives during Fiscal
Year 2010 -11.
Enter numerical value. N/A
* S. What is the total value of the fee -based or tax -based incentives granted during Fiscal
Year 2010 -11 ?
Enter numerical value. N/A
Page 14
Packet Page -890-
1/10/2012 Item 16.A.10.
* 1. Were any BELOW - MARKET RATE LEASES OR DEEDS FOR REAL PROPERTY
provided to one or more businesses from your local government or through an
organization authorized by your local government during Fiscal Year 2010 -11?
OYes
ONo
Page 15
Packet Page -891-
1/10/2012 Item 16.A.10.
1. Please give the total value for each below- market rate leases or deeds for real property
incentive provided by your local government during Fiscal Year 2010 -11.
Below- market rate leases for real property N/A
Below- market rate deeds for real property N/A
2. Please provide the number of businesses that received below- market value rate
incentives during Fiscal Year 2010 -11.
Below- market rate leases for real property
Below- market rate deeds for real property
N/A
N/A
*3. How many total businesses received below- market rate leases or deeds for real
property incentives during Fiscal Year 2010 -11?
Enter numerical value. N/A
* 4. What is the total value of the below - market rate leases or deeds for real property
incentives granted during Fiscal Year 2010 -11?
Enter numerical value. N/A
Packet Page -892-
Page 16
1/10/2012 Item 16.A.10.
1. Are your local government's incentives geared towards attracting a particular industry
(industries)?
OYes
ONo
Page 17
Packet Page -893-
1/10/2012 Item 16.A.10.
1. What type of industry/industries is /are your local government incentives geared towards
attracting?
Manufacturing
Corporate headquarters
Professional Services
Research and Development
Information Technology
Financial Services
Multi- state /multi - national distribution
ElBusiness Services
7 Other
2. If you choose other, please describe the type(s) of industry/industries your local
government incentives are geared towards attracting (for example: sports, agriculture,
tourism).
Aviation, Health & Life Science, Research &
Development, Computer & Software Services.
Fags 18
Packet Pago -894-
1/10/2012 Item 16.A.10.
Please fill out your contact information. Once you hit done, your survey will be submitted and you will be taken to EDR's
home page. A copy of the report will be made available on EDR's website in early 2012. Thank you!
* 1. How may we contact you?
Name:
ILeo Ochs
Government entity:
lCollier County Goverment
Address:
800 North Horseshoe Drive
cityrrown:
INaples
State:
ZIP:
134104
Email Address:
Phone Number.
39- 252 -8990
Page 19
Packet Page -895-
1/10/2012 Item 16.A.10.
125.045 County economic development powers. —
(1) The Legislature finds and declares that this state faces increasing competition from
other states and other countries for the location and retention of private enterprises
within its borders. Furthermore, the Legislature finds that there is a need to enhance
and expand economic activity in the counties of this state by attracting and retaining
manufacturing development, business enterprise management, and other activities
conducive to economic promotion, in order to provide a stronger, more balanced, and
stable economy in the state; to enhance and preserve purchasing power and
employment opportunities for the residents of this state; and to improve the welfare and
competitive position of the state. The Legislature declares that it is necessary and in the
public interest to facilitate the growth and creation of business enterprises in the
counties of the state.
(2) The governing body of a county may expend public funds to attract and retain
business enterprises, and the use of public funds toward the achievement of such
economic development goals constitutes a public purpose. The provisions of this chapter
which confer powers and duties on the governing body of a county, including any powers
not specifically prohibited by law which can be exercised by the governing body of a
county, must be liberally construed in order to effectively carry out the purposes of this
section.
(3) For the purposes of this section, it constitutes a public purpose to expend public
funds for economic development activities, including, but not limited to, developing or
improving local infrastructure, issuing bonds to finance or refinance the cost of capital
projects for industrial or manufacturing plants, leasing or conveying real property, and
making grants to private enterprises for the expansion of businesses existing in the
community or the attraction of new businesses to the community.
(4) A contract between the governing body of a county or other entity engaged in
economic development activities on behalf of the county and an economic development
agency must require the agency or entity receiving county funds to submit a report to
the governing body of the county detailing how county funds were spent and detailing
the results of the economic development agency's or entity's efforts on behalf of the
county. By January 15, 2011, and annually thereafter, the county must file a copy of the
report with the Office of Economic and Demographic Research and post a copy of the
report on the county's website.
(5)(a) By January 15, 2011, and annually thereafter, each county shall report to the
Office of Economic and Demographic Research the economic development incentives in
excess of $25,000 given to any business during the county's previous fiscal year. The
Office of Economic and Demographic Research shall compile the information from the
counties into a report and provide the report to the President of the Senate, the Speaker
of the House of Representatives, and the Department of Economic Opportunity.
Economic development incentives include:
1. Direct financial incentives of monetary assistance provided to a business from the
county or through an organization authorized by the county. Such incentives include, but
are not limited to, grants, loans, equity investments, loan insurance and guarantees,
and training subsidies.
2. Indirect incentives in the form of grants and loans provided to businesses and
community organizations that provide support to businesses or promote business
investment or development.
3. Fee -based or tax -based incentives, including, but not limited to, credits, refunds,
exemptions, and property tax abatement or assessment reductions.
4. Below- market rate leases or deeds for real property.
(b) A county shall report its economic development incentives in the format specified
Packet Page -896-
1/10/2012 Item 16.A.10.
by the Office of Economic and Demographic Research.
(c) The Office of Economic and Demographic Research shall compile the economic
development incentives provided by each county in a manner that shows the total of
each class of economic development incentives provided by each county and all
counties.
History. —s. 1, ch. 95 -309; H.C.R. 2741 (1995); s. 1, ch. 2010 -147; s. 19, ch. 2011 -34;
s. 51, ch. 2011 -142.
Packet Page -897-
1/10/2012 Item 16.A.10.
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