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BOARD OF COUNTY COMMISSIONERS LEON COUNTY, FLORIDA

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<strong>BOARD</strong> <strong>OF</strong> <strong>COUNTY</strong> <strong>COMMISSIONERS</strong><br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

AGENDA<br />

REGULAR MEETING<br />

Tuesday, June 18, 2013<br />

3:00 P.M.<br />

County Commission Chambers<br />

Leon County Courthouse<br />

301 South Monroe Street<br />

Tallahassee, FL<br />

<strong>COUNTY</strong> <strong>COMMISSIONERS</strong><br />

Nick Maddox, Chairman<br />

At-Large<br />

Bill Proctor Kristin Dozier, Vice Chair<br />

District 1 District 5<br />

Jane Sauls Bryan Desloge<br />

District 2 District 4<br />

John Dailey Mary Ann Lindley<br />

District 3 At-Large<br />

Vincent S. Long<br />

County Administrator<br />

Herbert W. A. Thiele<br />

County Attorney<br />

The Leon County Commission meets the second and fourth Tuesday of each month. Regularly scheduled meetings<br />

are held at 3:00 p.m. The meetings are televised on Comcast Channel 16. A tentative schedule of meetings and<br />

workshops is attached to this agenda as a "Public Notice." Selected agenda items are available on the Leon County<br />

Home Page at: www.leoncountyfl.gov. Minutes of County Commission meetings are the responsibility of the<br />

Clerk of Courts and may be found on the Clerk's Home Page at www.clerk.leon.fl.us<br />

Please be advised that if a person decides to appeal any decision made by the Board of County Commissioners with respect to<br />

any matter considered at this meeting or hearing, such person will need a record of these proceedings, and for this purpose,<br />

such person may need to ensure that verbatim record of the proceeding is made, which record includes the testimony and<br />

evidence upon which the appeal is to be based. The County does not provide or prepare such record (Sec. 286.0105, F.S.).<br />

In accordance with Section 286.26, Florida Statutes, persons needing a special accommodation to participate in this proceeding<br />

should contact Community & Media Relations, 606-5300, or Facilities Management, 606-5000, by written or oral request at<br />

least 48 hours prior to the proceeding. 7-1-1 (TDD and Voice), via Florida Relay Service.


INVOCATION AND PLEDGE <strong>OF</strong> ALLEGIANCE<br />

Commissioner John Dailey<br />

AWARDS AND PRESENTATIONS<br />

Board of County Commissioners<br />

Leon County, Florida<br />

Agenda<br />

Regular Public Meeting<br />

Tuesday, June 18, 2013, 3:00 p.m.<br />

Proclamation for David Reid, Clerk of the Courts Finance Director, in Honor of his Retirement<br />

(Chairman Nick Maddox)<br />

Presentation on the 2013 Council of Neighborhood Associations’ 2013 Neighborhoods and Neighbor<br />

of the Year<br />

(Chairman Nick Maddox)<br />

Presentation from Big Bend Hospice<br />

(Nigel Allen, Executive Director, Big Bend Hospice Foundation)<br />

CONSENT<br />

1. Approval of Minutes: May 14, 2013 Regular Meeting<br />

(Clerk of the Courts/Finance/Board Secretary)<br />

2. Adoption of Revised Policy No. 09-1, “Travel”<br />

(County Administration)<br />

3. Authorization to Amend the 2003 Mid-Year Funding Agreement to Provide for the Expenditure<br />

of $16,130 by Bethel Missionary Baptist Church<br />

(County Administrator/Financial Stewardship/Office of Management & Budget)<br />

4. Approval of Payment of Bills and Vouchers Submitted June 18, 2013, and Pre-Approval of<br />

Payment of Bills and Vouchers for the Period of June 19 through July 9, 2013<br />

(County Administrator/Financial Stewardship/Office of Management & Budget)<br />

5. Acceptance of the FY 2011/2012 Mid - Year Financial Report<br />

(County Administrator/Financial Stewardship/Office of Management & Budget)<br />

6. Request to Schedule a Public Hearing to Amend Chapter 10 of the Code of Laws of Leon<br />

County Relating to Grade Change Limitations in Topographic Alterations for Tuesday,<br />

July 9, 2013 at 6:00 p.m.<br />

(County Administrator/Public Works & Community Development/DSEM/ Environmental Services)<br />

7. Approval of Utility Easements to the City of Tallahassee at the Public Safety Complex<br />

(County Administrator/Public Works & Community Development/Facilities Management)<br />

Page 2 of 631 Posted at 6:15 p.m. on June 10, 2013


Board of County Commissioners<br />

Regular Public Meeting Agenda<br />

June 18, 2013 Page 2<br />

8. Request to Schedule a Public Hearing to Adopt a Resolution and Approve a List of County-<br />

Owned Properties Appropriate for Affordable Housing for Tuesday, July 9, 2013 at 6:00 p.m.<br />

(County Administrator/Public Works & Community Development/Facilities Management/Real Estate)<br />

9. Approval of a Proposed Lease Agreement and Associated Resolution with the Tallahassee<br />

Downtown Improvement Authority for Office Space in the Leon County Welcome Center in the<br />

Amount of $10,200 Annually<br />

(County Administrator/Public Works & Community Development/Facilities Management/Real Estate)<br />

10. Approval of the for Lake Jackson Town Center at Huntington “Sense of Place” Initiative<br />

(County Administrator/Public Works & Community Development/PLACE/Planning)<br />

11. Approval of Detailed Work Plan Budget for Florida Department of Agriculture and Consumer<br />

Services Arthropod/Mosquito Control State Aid<br />

(County Administrator/Public Works & Community Development/Public Works/Operations)<br />

12. Approval of Agreements Pertaining to Consumption of Compressed Natural Gas<br />

(County Administrator/Resource Stewardship)<br />

13. Approval of the Agreement Extending the Existing DeSantis Proportionate Share Traffic<br />

Mitigation Agreement and First Amendment to Settlement Agreement<br />

(County Attorney)<br />

14. Request to Schedule a First and Only Public Hearing on a Proposed Ordinance Amending<br />

Chapter 11, Article XIII, Entitled “Towing Services” for Tuesday, July 9, 2013 at 6:00 p.m.<br />

(County Attorney)<br />

Status Reports: (These items are included under Consent.)<br />

15. Acceptance of Status Report on Strategic Initiative to Develop Design Standards Requiring<br />

Interconnectivity for Pedestrian and Non-Vehicular Access<br />

(County Administrator/Public Works & Community Development/PLACE/Planning)<br />

16. Acceptance of Status Report on Promoting Concentrated Commercial Development in<br />

Woodville Strategic Initiative<br />

(County Administrator/Public Works & Community Development/PLACE/Planning)<br />

CONSENT ITEMS PULLED FOR DISCUSSION<br />

CITIZENS TO BE HEARD ON NON-AGENDAED ITEMS<br />

3-minute limit per speaker; there will not be any discussion by the Commission<br />

GENERAL BUSINESS<br />

17. Acceptance of Cultural Plan Review Committee Interim Report<br />

(County Administration)<br />

18. Acceptance of Status Report on Capital Cuisine Restaurant Week and Concert Series<br />

(County Administrator/Economic Development & Business Partnerships/Tourism Development)<br />

Page 3 of 631 Posted at 6:15 p.m. on June 10, 2013


Board of County Commissioners<br />

Regular Public Meeting Agenda<br />

June 18, 2013 Page 3<br />

19. Acceptance of the 2013 Florida Legislative Session Final Report and Request to Schedule the<br />

Workshop on 2014 State and Federal Legislative Priorities for Tuesday, December 10, 2013<br />

from 1:30 – 3:00 p.m.<br />

(County Administrator/Economic Development & Business Partnerships/Intergovernmental Affairs Coordinator)<br />

20. Approval to Award Bid to Structural Preservation Systems, LLC, in the Amount of $346,798 for the<br />

Caulk & Weather Seal of the Leon County Jail<br />

(County Administrator/Public Works & Community Development/Facilities Management)<br />

21. Approval to Award Bid to ThyssenKrupp Elevator in the Amount of $437,674 for the Upgrade<br />

of Elevators #1 and #2 at the Leon County Courthouse<br />

(County Administrator/Public Works & Community Development/Facilities Management)<br />

22. Approval of Agreement Awarding Bid to Allen’s Excavation, Inc. for Sidewalk and Associated<br />

Work Construction, Continuing Services, in the Amount of $2,280,619<br />

(County Administrator/Public Works & Community Development/Public Works/Engineering)<br />

23. Authorization to Negotiate an Agreement with Ygrene Energy Fund for Third-party Administration<br />

of a Commercial PACE Program<br />

(County Administrator/Resource Stewardship)<br />

24. Consideration of Full Board Committee Appointments to the Board of Adjustment and Appeals,<br />

Enterprise Zone Development Authority, Planning Commission, and Workforce Plus<br />

(County Administrator/Agenda Coordinator)<br />

SCHEDULED PUBLIC HEARINGS, 6:00 P.M.<br />

25. First and Only Public Hearing on Adopting Ordinance Repealing Chapter 18, Article IV,<br />

Division 1 and Amending Division 3 of the Leon County Code of Laws, Relating to<br />

Stormwater Management<br />

(County Attorney)<br />

CITIZENS TO BE HEARD ON NON-AGENDAED ITEMS<br />

3-minute limit per speaker; Commission may discuss issues that are brought forth by speakers.<br />

COMMENTS/DISCUSSION ITEMS<br />

Items from the County Attorney<br />

Items from the County Administrator<br />

Discussion Items by Commissioners<br />

RECEIPT AND FILE<br />

None.<br />

ADJOURN<br />

The next Regular Board of County Commissioners Meeting is scheduled for<br />

Tuesday, July 9, 2013 at 3:00 p.m.<br />

All lobbyists appearing before the Board must pay a $25 annual registration fee. For registration forms and/or<br />

additional information, please see the Board Secretary or visit the County website at www.leoncountyfl.gov<br />

Page 4 of 631 Posted at 6:15 p.m. on June 10, 2013


Board of County Commissioners<br />

Regular Public Meeting Agenda<br />

June 18, 2013 Page 4<br />

2013<br />

JANUARY<br />

S M T W T F S<br />

1 2 3 4 5<br />

6 7 8 9 10 11 12<br />

13 14 15 16 17 18 19<br />

20 21 22 23 24 25 26<br />

27 28 29 30 31<br />

APRIL<br />

S M T W T F S<br />

1 2 3 4 5 6<br />

7 8 9 10 11 12 13<br />

14 15 16 17 18 19 20<br />

21 22 23 24 25 26 27<br />

28 29 30<br />

JULY<br />

S M T W T F S<br />

1 2 3 4 5 6<br />

7 8 9 10 11 12 13<br />

14 15 16 17 18 19 20<br />

21 22 23 24 25 26 27<br />

28 29 30 31<br />

OCTOBER<br />

S M T W T F S<br />

1 2 3 4 5<br />

6 7 8 9 10 11 12<br />

13 14 15 16 17 18 19<br />

20 21 22 23 24 25 26<br />

27 28 29 30 31<br />

FEBRUARY<br />

S M T W T F S<br />

1 2<br />

3 4 5 6 7 8 9<br />

10 11 12 13 14 15 16<br />

17 18 19 20 21 22 23<br />

24 25 26 27 28<br />

MAY<br />

S M T W T F S<br />

1 2 3 4<br />

5 6 7 8 9 10 11<br />

12 13 14 15 16 17 18<br />

19 20 21 22 23 24 25<br />

26 27 28 29 30 31<br />

AUGUST<br />

S M T W T F S<br />

1 2 3<br />

4 5 6 7 8 9 10<br />

11 12 13 14 15 16 17<br />

18 19 20 21 22 23 24<br />

25 26 27 28 29 30 31<br />

NOVEMBER<br />

S M T W T F S<br />

1 2<br />

3 4 5 6 7 8 9<br />

10 11 12 13 14 15 16<br />

17 18 19 20 21 22 23<br />

24 25 26 27 28 29 30<br />

MARCH<br />

S M T W T F S<br />

1 2<br />

3 4 5 6 7 8 9<br />

10 11 12 13 14 15 16<br />

17 18 19 20 21 22 23<br />

24 25 26 27 28 29 30<br />

31<br />

JUNE<br />

S M T W T F S<br />

1<br />

2 3 4 5 6 7 8<br />

9 10 11 12 13 14 15<br />

16 17 18 19 20 21 22<br />

23 24 25 26 27 28 29<br />

30<br />

SEPTEMBER<br />

S M T W T F S<br />

1 2 3 4 5 6 7<br />

8 9 10 11 12 13 14<br />

15 16 17 18 19 20 21<br />

22 23 24 25 26 27 28<br />

29 30<br />

DECEMBER<br />

S M T W T F S<br />

1 2 3 4 5 6 7<br />

8 9 10 11 12 13 14<br />

15 16 17 18 19 20 21<br />

22 23 24 25 26 27 28<br />

29 30 31<br />

Page 5 of 631 Posted at 6:15 p.m. on June 10, 2013


Board of County Commissioners<br />

Regular Public Meeting Agenda<br />

June 18, 2013 Page 5<br />

PUBLIC NOTICE<br />

2013 Tentative Schedule<br />

All Workshops, Meetings, and Public Hearings are subject to change<br />

All sessions are held in the Commission Chambers, 5 th Floor, Leon County Courthouse unless otherwise<br />

indicated. Workshops are scheduled as needed on Tuesdays from 12:00 to 3:00 p.m.<br />

Month Day Time Meeting Type<br />

June 2013 Monday 17 11:00 a.m. Community Redevelopment Agency (CRA)<br />

Meeting; City Commission Chambers<br />

1:00 p.m. Capital Region Transportation Planning Agency<br />

(CRTPA) Meeting; City Commission Chambers<br />

3:00 – 5:00 p.m. IA (BP2000); City Commission Chambers<br />

Tuesday 18 1:00 – 3:00 p.m. Workshop on the Effects of Tired Creek Dam and<br />

Stormwater Holding Ponds on the County’s Lakes<br />

(Continued from June 11, 2013)<br />

3:00 Regular Meeting<br />

6:00 p.m. First and Only Public Hearing on Adopting<br />

Ordinance Repealing Chapter 18, Article IV,<br />

Division 1 and Amending Division 3 of the Leon<br />

County Code of Laws, Relating to<br />

Stormwater Management<br />

First and Only Public Hearing on the Gas Tax<br />

(Canceled)<br />

Tuesday 25 No Meeting FAC CONFERENCE<br />

Tuesday 25<br />

Friday 28<br />

FAC Annual Conference Marriott Tampa Waterside<br />

Hillsborough County<br />

July 2013 Thursday 4 Offices Closed JULY 4 TH HOLIDAY<br />

Monday 8 9:00 a.m. – 5:00 p.m. FY 13/14 Budget Workshop<br />

Tuesday 9 9:00 a.m. – 3:00 p.m. FY 13/14 Budget Workshop, if necessary<br />

3:00 p.m. Regular Meeting<br />

6:00 p.m. First and Only Public Hearing to Amend<br />

Chapter 10 of the Code of Laws of Leon County<br />

Relating to Grade Change Limitations in<br />

Topographic Alterations<br />

First and Only Public Hearing to Adopt a<br />

Resolution and Approve a List of County-Owned<br />

Properties Appropriate for Affordable Housing<br />

First and Only Public Hearing on Proposed<br />

Amendments to the Towing Ordinance<br />

Page 6 of 631 Posted at 6:15 p.m. on June 10, 2013


Board of County Commissioners<br />

Regular Public Meeting Agenda<br />

June 18, 2013 Page 6<br />

Month Day Time Meeting Type<br />

July 2013<br />

(Continued)<br />

Wednesday 10 9:00 a.m. – 2:00 p.m. FY 13/14 Budget Workshop, if necessary<br />

Friday 19 –<br />

Monday 22<br />

2:30 p.m. Community Redevelopment Agency (CRA)<br />

Meeting; City Commission Chambers<br />

NACo Annual Conference Fort Worth Convention Center<br />

Tarrant County/Ft. Worth, Texas<br />

Tuesday 23 No Meeting <strong>BOARD</strong> RECESS<br />

Wednesday 24 –<br />

Saturday 27<br />

August 2013 Friday 9 –<br />

Sunday 11<br />

National Urban League<br />

Annual Conference<br />

Chamber of Commerce<br />

Annual Conference<br />

Philadelphia, PA<br />

Omni Amelia Island Plantation<br />

Tuesday 13 No Meeting <strong>BOARD</strong> RECESS<br />

Tuesday 27 3:00 p.m. Regular Meeting<br />

September 2013 Monday 2 Offices Closed LABOR DAY HOLIDAY<br />

Monday 16 11:00 a.m. Community Redevelopment Agency (CRA)<br />

Meeting; City Commission Chambers<br />

1:00 p.m. Capital Region Transportation Planning Agency<br />

(CRTPA) Meeting; City Commission Chambers<br />

5:00 – 8:00 p.m.<br />

5:30 p.m.<br />

Tuesday 17 3:00 p.m. Regular Meeting<br />

Wednesday 18 –<br />

Friday 20<br />

IA (BP 2000); City Commission Chambers<br />

Public Hearing on FY 2014 Budget<br />

6:00 p.m. First Public Hearing Regarding Tentative Millage<br />

Rates and Tentative Budgets for FY 2013/2014 *<br />

FAC Policy Committee<br />

Conference<br />

Wednesday 18 FAC County<br />

Commissioner Workshop<br />

Wednesday 18 –<br />

Saturday 21<br />

Sunday 22 –<br />

Wednesday 25<br />

Congressional Black<br />

Caucus Annual<br />

Legislative Conference<br />

Marriott West Palm Beach<br />

Palm Beach County<br />

Marriott West Palm Beach<br />

Palm Beach County<br />

Washington, D.C.<br />

ICMA Annual Conference Boston, Massachusetts<br />

Tuesday 24 3:00 p.m. Regular Meeting<br />

6:00 p.m. Second Public Hearing on Adoption of Millage<br />

Rates and Budgets for FY 2013/2014*<br />

Page 7 of 631 Posted at 6:15 p.m. on June 10, 2013


Board of County Commissioners<br />

Regular Public Meeting Agenda<br />

June 18, 2013 Page 7<br />

Month Day Time Meeting Type<br />

October 2013 TBD Advanced County<br />

Commissioner Program<br />

Tuesday 8 3:00 p.m. Regular Meeting<br />

Part 1 of 3<br />

UF Hilton, Gainesville; Alachua County<br />

6:00 p.m. First and Only Public Hearing on Cycle 2013-1<br />

Comprehensive Plan Amendment for Woodville<br />

Rural Community Expansion (PCM130105)<br />

(Continued from May 28, 2013 Joint City/County<br />

Adoption Hearing)<br />

Monday 21 9:00 a.m. – 1:00 p.m. Capital Region Transportation Planning Agency<br />

(CRTPA) Retreat; Location TBD<br />

1:30 p.m. Community Redevelopment Agency (CRA) Meeting<br />

- Immediately following CRTPA Retreat<br />

Tuesday 22 3:00 p.m. Regular Meeting<br />

November 2013 Monday 11 Offices Closed VETERAN’S DAY OBSERVED<br />

Tuesday 12 –<br />

Thursday 14<br />

Wednesday 13 –<br />

Friday 15<br />

County Commissioner<br />

Workshops<br />

FAC Legislative<br />

Conference<br />

Hilton, Daytona Beach<br />

Volusia County<br />

Hilton, Daytona Beach<br />

Volusia County<br />

Tuesday 19 3:00 p.m. Reorganization of the Board; Regular Meeting<br />

Monday 25 11:00 a.m. Community Redevelopment Agency (CRA)<br />

Meeting; City Commission Chambers<br />

1:00 p.m. Capital Region Transportation Planning Agency<br />

(CRTPA) Meeting; City Commission Chambers<br />

Thursday 28 Offices Closed THANKSGIVING DAY<br />

Friday 29 Offices Closed FRIDAY AFTER THANKSGIVING DAY<br />

December 2013 Monday 9 9:00 a.m. – 4:00 p.m. Board Retreat<br />

Tuesday 10 1:30 – 3:00 p.m. Workshop on 2014 State and Federal Legislative<br />

Priorities<br />

3:00 p.m. Regular Meeting<br />

Wednesday 11 2:30 p.m. Community Redevelopment Agency (CRA)<br />

City Commission Chambers<br />

Tuesday 24 No Meeting <strong>BOARD</strong> RECESS<br />

Wednesday 25 Offices Closed CHRISTMAS DAY<br />

January 2014 Wednesday 1 Offices Closed NEW YEAR=S DAY<br />

Page 8 of 631 Posted at 6:15 p.m. on June 10, 2013


Board of County Commissioners<br />

Regular Public Meeting Agenda<br />

June 18, 2013 Page 8<br />

VACANCIES<br />

Citizen Committees, Boards, and Authorities<br />

2013 Expirations and Vacancies<br />

www.leoncountyfl.gov/committees/expire.asp<br />

Affordable Housing Advisory Committee<br />

Board of County Commissioners (4 appointments)<br />

A member who represents employers within the jurisdiction.<br />

A member who is actively engaged in the banking or mortgage banking industry in connection with affordable housing.<br />

A member who is actively engaged as a for-profit provider of affordable housing.<br />

Architectural Review Board<br />

Board of County Commissioners (1 appointment)<br />

Housing Finance Authority<br />

Commissioner - District III: Dailey, John (1 appointment)<br />

Human Services Grants Review Committee<br />

Commissioner - District IV: Desloge, Bryan (1 appointment)<br />

Commissioner - District V: Dozier, Kristin (1 appointment)<br />

Viva Florida Time Capsule<br />

Commissioner - At-large I: Lindley, Mary Ann (1 appointment)<br />

EXPIRATIONS<br />

Adjustment and Appeals Board<br />

Tallahassee City Commission (1 appointment)<br />

Architectural Review Board<br />

Tallahassee City Commission (2 appointments)<br />

Canopy Roads Citizens Committee<br />

Tallahassee City Commission (1 appointment)<br />

Enterprise Zone Agency Development (EZDA) Board of Commissioners<br />

Tallahassee City Commission (1 appointment)<br />

Science Advisory Committee<br />

Tallahassee City Commission (1 appointment)<br />

MAY 31, 2013<br />

Minority, Women & Small Business Enterprise (M/WSBE) Committee<br />

Commissioner - At-large II: Maddox, Nick (1 appointment)<br />

Commissioner - District II: Sauls, Jane G. (1 appointment)<br />

JUNE 30, 2013<br />

Adjustment and Appeals Board<br />

Board of County Commissioners (1 appointment)<br />

Tallahassee City Commission (2 appointments)<br />

Page 9 of 631 Posted at 6:15 p.m. on June 10, 2013


Board of County Commissioners<br />

Regular Public Meeting Agenda<br />

June 18, 2013 Page 9<br />

JUNE 30, 2013 (Continued)<br />

Leon County Sales Tax Committee<br />

Blueprint Citizens Advisory Committee (1 appointment)<br />

Capital City Chamber of Commerce (1 appointment)<br />

Commissioner - At-large I: Lindley, Mary Ann (1 appointment)<br />

Commissioner - At-large II: Maddox, Nick (1 appointment)<br />

Commissioner - District I: Proctor, Bill (1 appointment)<br />

Commissioner - District II: Sauls, Jane G. (1 appointment)<br />

Commissioner - District III: Dailey, John (1 appointment)<br />

Commissioner - District IV: Desloge, Bryan (1 appointment)<br />

Commissioner - District V: Dozier, Kristin (1 appointment)<br />

EECC (1 appointment)<br />

Greater Tallahassee Chamber of Commerce (1 appointment)<br />

Tallahassee City Commission (6 appointments)<br />

Planning Commission<br />

Board of County Commissioners (1 appointment)<br />

Workforce Plus<br />

Board of County Commissioners (1 appointments)<br />

JULY 31, 2013<br />

Educational Facilities Authority<br />

Board of County Commissioners (2 appointments)<br />

Enterprise Zone Agency Development (EZDA) Board of Commissioners<br />

Board of County Commissioners (3 appointments)<br />

Investment Oversight Committee<br />

Board of County Commissioners (3 appointments)<br />

Clerk (1 appointment)<br />

Water Resources Committee<br />

Commissioner - At-large I: Lindley, Mary Ann (1 appointment)<br />

Commissioner - At-large II: Maddox, Nick (1 appointment)<br />

Commissioner - District I: Proctor, Bill (1 appointment)<br />

Commissioner - District II: Sauls, Jane G. (1 appointment)<br />

Commissioner - District III: Dailey, John (1 appointment)<br />

AUGUST 31, 2013<br />

Canopy Roads Citizens Committee<br />

Tallahassee City Commission (1 appointment)<br />

Code Enforcement Board<br />

Commissioner - At-large II: Maddox, Nick (1 appointment)<br />

Page 10 of 631 Posted at 6:15 p.m. on June 10, 2013


Board of County Commissioners<br />

Regular Public Meeting Agenda<br />

June 18, 2013 Page 10<br />

SEPTEMBER 30, 2013<br />

Community Development Block Grant Citizen's Advisory Task Force<br />

Board of County Commissioners (2 appointments)<br />

Council on Culture & Arts<br />

Board of County Commissioners (1 appointment)<br />

Housing Finance Authority<br />

Commissioner - At-large II: Maddox, Nick (1 appointment)<br />

Commissioner - District I: Proctor, Bill (1 appointment)<br />

Research and Development Authority at Innovation Park<br />

Florida A & M (1 appointment)<br />

Tallahassee Community College (1 appointment)<br />

OCTOBER 31, 2013<br />

Canopy Roads Citizens Committee<br />

Board of County Commissioners (2 appointments)<br />

Tourist Development Council<br />

Board of County Commissioners (1 appointment)<br />

DECEMBER 31, 2013<br />

Human Services Grants Review Committee<br />

Commissioner - At-large I: Lindley, Mary Ann (1 appointment)<br />

Commissioner - At-large II: Maddox, Nick (1 appointment)<br />

Commissioner - District I: Proctor, Bill (1 appointment)<br />

Commissioner - District II: Sauls, Jane G. (1 appointment)<br />

Commissioner - District III: Dailey, John (1 appointment)<br />

Commissioner - District IV: Desloge, Bryan (1 appointment)<br />

Commissioner - District V: Dozier, Kristin (1 appointment)<br />

Library Advisory Board<br />

Commissioner - At-large I: Lindley, Mary Ann (1 appointment)<br />

Commissioner - District II: Sauls, Jane G. (1 appointment)<br />

Commissioner - District III: Dailey, John (1 appointment)<br />

Commissioner - District IV: Desloge, Bryan (1 appointment)<br />

Tallahassee/Leon County Cultural Plan Review Committee<br />

Board of County Commissioners (4 appointments)<br />

Capital City Chamber of Commerce (1 appointment)<br />

Economic Development Council (1 appointment)<br />

Greater Tallahassee Chamber of Commerce (1 appointment)<br />

KCCI (1 appointment)<br />

Leadership Tallahassee (1 appointment)<br />

Tallahassee City Commission (4 appointments)<br />

Page 11 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #1<br />

Page 12 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #1<br />

June 18, 2013<br />

To: Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Approval of Minutes: May 14, 2013 Regular Meeting<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Fiscal Impact:<br />

Vincent S. Long, County Administrator<br />

David Reid, Finance Director, Clerk of the Court<br />

Rebecca Vause, Board Secretary<br />

This item has no fiscal impact to the County.<br />

Staff Recommendation:<br />

Option #1: Approve the minutes of the May 14, 2013 Regular Meeting.<br />

Attachment:<br />

1. May 14, 2013 Regular Meeting minutes<br />

Page 13 of 631 Posted at 6:15 p.m. on June 10, 2013


<strong>BOARD</strong> <strong>OF</strong> <strong>COUNTY</strong> <strong>COMMISSIONERS</strong><br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

REGULAR MEETING<br />

May 14, 2013<br />

The Board of County Commissioners of Leon County, Florida, met in regular session with Chairman<br />

Nick Maddox presiding. Present were Vice Chairman Kristin Dozier and Commissioners Bill Proctor,<br />

Mary Ann Lindley, John Dailey, Bryan Desloge, and Jane Sauls. Also present were County<br />

Administrator Vincent Long, County Attorney Herb Thiele, Finance Director David Reid and Board<br />

Secretary Rebecca Vause.<br />

Chairman Maddox called the meeting to order at 3:00 p.m.<br />

Attachment #1<br />

Page 1 of 12<br />

The Invocation was provided by Commissioner Bill Proctor, who then led the Pledge of Allegiance.<br />

Awards and Presentations<br />

Commissioner Bryan Desloge read into the record a Proclamation designating May 2013 as<br />

National Bike Month. Members of the Joint City/County Bicycle Work Group accepted the<br />

Proclamation.<br />

Chairman Nick Maddox read into the record a Proclamation honoring Richard Smith,<br />

Emergency Management Director, for his 24 years of service to the citizens of Leon County.<br />

Commissioners expressed their appreciation to Mr. Smith for his years of dedication.<br />

Chairman Nick Maddox read into the record a Proclamation recognizing the James Madison<br />

Institute’s (JMI) 25 th Anniversary.<br />

The Proclamation was accepted by Bob McClure, JMI President, on behalf of its Board of<br />

Directors and staff and thanked the Board for the honor.<br />

Chairman Nick Maddox presented a Proclamation in recognition of National Emergency<br />

Medical Services (EMS) Week, May 19-25, 2013.<br />

The Proclamation was accepted by EMS Chief Tom Quillin and emergency team members<br />

from the Tallahassee Fire Department and EMS. Chief Quillin expressed appreciation to<br />

the Board for its continued support throughout the years.<br />

Commissioner Dozier acknowledged the presence and excellent support provided by EMS<br />

for the Honor Flight program.<br />

Chairman Nick Maddox presented a Proclamation in recognition of National Public Works<br />

Week, May 19-25, 2013. The Proclamation was accepted on behalf of all Public works<br />

employees by Tony Park, Public Works & Community Development Director.<br />

Mr. Park also presented the Board the plaque received from the APWA for the Timberlake<br />

Stormwater Enhancement Project.<br />

Consent:<br />

Commissioner Sauls moved, duly seconded by Commissioner Desloge, to approve the Consent Agenda.<br />

The motion carried 7-0. (It is noted that public comment was received on Agenda Item #11.)<br />

1. Approval of Minutes: April 9, 2013 Regular Meeting; April 9, 2013 Joint City/County<br />

Transmittal Hearing, Cycle 2013-1 Comprehensive Plan Amendments, and April 23, 2013<br />

Regular Meeting<br />

The Board approved Option 1: Approve the minutes of the April 9, 2013 Regular Meeting; April<br />

9, 2013 Joint City/County Transmittal Hearing, Cycle 2013-1 Comprehensive Plan Amendments,<br />

and April 23, 2013 Regular Meeting.<br />

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Attachment #1<br />

Page 2 of 12<br />

2. Authorization to Extend the Leon County Sales Tax Committee and Adoption of an<br />

Amended Enabling Resolution Establishing the Leon County Viva Florida Time Capsule<br />

Committee<br />

The Board approved Options 1 & 2: 1) Authorize the extension of the Leon County Sales Tax<br />

Committee to January 31, 2014, and 2) Adopt the amended Enabling Resolution for the Leon<br />

County Viva Florida Time Capsule Committee.<br />

3. Ratification of Commissioner Appointment to the Minority, Women and Small Business<br />

Enterprise Committee<br />

The Board approved Option 1: Waive Policy No. 03-15, “Board appointed Advisory Committees,”<br />

regarding term limits, to provide for Commissioner Dozier to reappoint Frank Williams to the<br />

Minority, Women and Small Business Enterprise Committee.<br />

4. Approval of Payment of Bills and Voucher Submitted for May 13, 2013, and Pre-Approval<br />

of Payment of Bills and Vouchers for the Period of May 15, 2013 through May 27, 2013<br />

The Board approved Option 1: Approve the payment of bills and vouchers submitted for May 13,<br />

2013, and Pre-Approval of Payment of Bills and Vouchers for the Period of May 15, 2013 through<br />

May 27, 2013.<br />

5. Approval of the First Amendment to the Interlocal Agreement Between the City of<br />

Tallahassee and Leon County Regarding the Joint Management of the Frenchtown<br />

Renaissance Center<br />

The Board approved Option 1: Approve the First Amendment to the Interlocal Agreement between<br />

the City of Tallahassee and Leon County regarding the joint management and use of the<br />

Frenchtown Renaissance Center, and authorize the County Administrator to execute.<br />

6. Ratification of the Contract for HHS Advisory Services for the HFA Florida Hardest Hit<br />

Fund Unemployment Mortgage Assistance Program and Mortgage Loan Reinstatement<br />

Program Between Florida Housing Finance Corporation and Leon County<br />

The Board approved Options 1 & 2: 1) Ratify the Revised Contract for HHF Advisory Services for<br />

the Housing Finance Agency (HFA) Florida Hardest Hit Fund Unemployment Mortgage Assistance<br />

Program and Mortgage Loan Reinstatement Program between Florida Housing Finance<br />

Corporation and Leon County, and 2) Authorize the County Administrator to execute any and all<br />

future modifications to the Revised Contract, in a form approved by the County Attorney’s Office.<br />

7. Ratification of Board Actions Taken at the April 9, 2013 Workshop on Sidewalk Policy,<br />

Priorities and Funding Options<br />

The Board approved Options 1 & 2: 1) Ratify the Board actions taken at the April 9, 2013<br />

Workshop on Sidewalk Policy, Priorities and Funding Options, and 2) Adopt the Resolution<br />

establishing the fee in-lieu of sidewalk construction at $12.50 per square foot.<br />

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Attachment #1<br />

Page 3 of 12<br />

8. Approval of the Proposed Local Agency Program Agreement with Florida Department of<br />

Transportation for the Construction of Miccosukee Road Signing and Pavement Marking<br />

The Board approved Options 1 & 2: 1) Approve the proposed Local Agency Program Agreement<br />

with Florida Department of Transportation for the construction of Miccosukee Road Signing and<br />

Pavement Marking, and authorize the County Administrator to execute the Agreement, and 2)<br />

Approve the Resolution and associated Budget Amendment Request realizing the $375,000 from<br />

the Florida Department of Transportation into the County budget.<br />

9. Authorization to Transfer Surplus Leon County Vehicles to the Capital Area Chapter of<br />

the American Red Cross<br />

The Board approved Options 1 & 2: 1) Declare the two Leon County vehicles as surplus,<br />

pursuant to Section 274.05, Florida Statutes, and 2) Authorize the transfer of the two Leon<br />

County vehicles to the Capital Area Chapter of the American Red Cross<br />

10. Acceptance of the FY 2012/13 Ongoing Commissioner Discussion Items Status Report<br />

The Board approved Option 1: Accept the FY 2012/13 Ongoing Commissioner Discussion Items<br />

Status update<br />

11. Acceptance of the Status Report on the North Florida Homeless Veterans Stand Down<br />

Speaker: Mr. Washington Sanchez, 2229 Gates Dr., thanked the Board for its $10,000 funding<br />

for the Stand Down event. He reported that 282 persons attended the event and 850<br />

volunteers assisted. Additionally, he distributed a status report on the event to the<br />

Commissioners. He shared that the next Stand Down is scheduled for April 4-6, 2014.<br />

The Board approved Option 1: Accept the status report regarding Leon County’s involvement<br />

with the North Florida Homeless Veterans Stand Down.<br />

12. Acceptance of Status Report on the Chason Woods Conservation Subdivision Application<br />

Submitted by Moore Bass Consulting, Inc., Agent for J&T, LLC<br />

The Board approved Option 1: Accept the status report on the Chason Woods Conservation<br />

Subdivision Application (LSP090035) submitted by Moore Bass Consulting, Inc., agent for J&T,<br />

LLC<br />

13. Acceptance of Status Report Regarding the Capital Region Young Men’s Christian<br />

Association, Inc. (YMCA) at Lake Jackson Town Center at Huntington and Authorization<br />

to Renegotiation Lease Agreement<br />

The Board approved Option 1: Authorize staff to renegotiate the 2012 Lease Agreement with the<br />

Capital Region Young Men’s Christian Association, Inc. (YMCA) for space at Lake Jackson Town<br />

Center at Huntington.<br />

14. Acceptance of a Status Report Regarding Leon County-Owned Real Estate Parcel<br />

The Board approved Option 1: Accept the status report regarding the Subject Property, which is a<br />

2.34 acre portion of County-owned Parcel ID 112020-851-0000, and concur that the Subject<br />

Property is not surplus real property.<br />

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15. Acceptance of Status Report on Redevelopment of Vacant Commercial Properties<br />

Strategic Initiative<br />

The Board approved Option 1: Accept the status report on the redevelopment of Vacant<br />

Commercial Properties Strategic Initiative.<br />

Citizens to be Heard on Non-Agendaed Items (3-minute limit per speaker; there will not be any discussion<br />

by the Commission)<br />

Chairman Maddox confirmed that there were no speakers on Non-Agendaed Items.<br />

General Business<br />

16. Acceptance of Vision 2020, LLC Status Report<br />

Attachment #1<br />

Page 4 of 12<br />

County Administrator Long introduced the item and commented that Rick Kearney, Chairman,<br />

Vision 2020, would make a brief presentation.<br />

Mr. Kearney summarized the report and thanked the Board for its investment. He spoke on<br />

the success of the endeavor which has created 62 jobs with another 95 anticipated. He<br />

emphasized the importance of working with local universities and noted that they are “building<br />

bridges” between the local community and the universities to commercialize technology,<br />

stimulate the economy and create jobs. Additionally, Mr. Kearney stated that Vision 2020 fund<br />

is now self-perpetuating.<br />

Chairman Maddox thanked Mr. Kearney for the impact the projects have had on the<br />

community and emphasized that Mr. Kearney and other Board members are not compensated<br />

for their efforts.<br />

Commissioner Dozier established with Mr. Kearney that Vision 2020 has formed an open<br />

channel of communication with FSU President Barron and Vice President of Research, Richard<br />

Ostrander, in an effort to better take advantage of the technologies being developed locally and<br />

to insure they remain in Tallahassee.<br />

Commissioner Desloge moved, duly seconded by Commissioner Dozier, approval of Option 1:<br />

Accept the Vision 2020, LLC Status Report. The motion carried 7-0.<br />

17. Authorization to Submit an Application for the U.S. Department of Transportation’s<br />

National Infrastructure Investments Grant (TIGER V)<br />

County Administrator Long introduced the item. He relayed that previous attempts at TIGER<br />

grant funding has resulted in very few Florida projects being funded. However, City and<br />

County staff believe that the Market District Activity Center Project is a most competitive<br />

project. Additionally, staff recommends that a consultant be engaged to conduct a very specific<br />

cost benefit analysis. The City and County will jointly file the grant application and share in<br />

the cost of the consultant.<br />

Commissioner Desloge moved, duly seconded by Commissioner Lindley, approval of Options 1 &<br />

2: 1) Authorize the submittal of an application for the Market District Activity Center Project for<br />

U.S. Department of Transportation’s National Infrastructure Investments Grant, and 2) Authorize<br />

the County Administrator to expend up to $5,000 to hire a consultant to conduct the benefit-cost<br />

analysis for the TIGER V application, and approve the Resolution and associated Budget<br />

Amendment Request. The motion carried 7-0.<br />

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18. Approval of Interlocal Agreement Between the City of Tallahassee and Leon County for<br />

the Joint Management and Use of the Public Safety Complex Facility; and Approval of an<br />

Interlocal Agreement Between the City of Tallahassee, Leon County and the Leon County<br />

Sheriff Regarding the Telecommunications and Technology Associated with the Public<br />

Safety Complex<br />

County Administrator Long introduced the item. He shared that staff is in the process of<br />

finalizing all necessary Agreements for the ongoing operations and maintenance of the facility.<br />

He added that a ribbon cutting is anticipated for late spring/early summer with departmental<br />

move-in scheduled for the end of the summer. He then provided a brief overview of the<br />

proposed Interlocal Agreements.<br />

Commissioner Dozier moved, duly seconded by Commissioner Desloge, approval of Options 1, 2<br />

& 3: 1) Approve the Interlocal Agreement between the City of Tallahassee and Leon County for<br />

the joint management and use of the Public Safety Complex Facility, and authorize the County<br />

Administrator to execute; 2) Approve the Interlocal Agreement between the City of Tallahassee,<br />

Leon County, and the Leon County Sheriff regarding the telecommunications and technology<br />

associated with the Public Safety Complex, and authorize the County Administrator to execute,<br />

and 3) Approve the Third Amendment to the Interlocal Agreement Between the City of<br />

Tallahassee, Leon County, and the Leon County Sheriff regarding the consolidation of public<br />

safety dispatch communications, and authorize the County Administrator to execute. The motion<br />

carried 7-0.<br />

19. Approval of Agreement Awarding Bid for the Construction of the Meridian and Rhoden<br />

Cove Roads Intersection Improvement Project to Dixie Paving & Grading, Inc. in the<br />

Amount of $353,335<br />

County Administrator Long introduced the item. He noted that Dixie Paving & Grading was the<br />

lowest responsive bidder and met all MBE goals for the project.<br />

Commissioner Sauls moved, duly seconded by Commissioner Desloge, approval of Option 1:<br />

Approve the Agreement awarding bid to Dixie Paving and Grading, Inc. for the construction of the<br />

Meridian and Rhoden Cove Roads Intersection Improvement Project for a total amount of<br />

$353,335, and authorize the County Administrator to execute. The motion carried 7-0.<br />

20. Adoption of the Updated Tallahassee – Leon County Greenways Master Plan<br />

Attachment #1<br />

Page 5 of 12<br />

County Administrator Long introduced the item and stated that the update requires adoption<br />

by the Board.<br />

Wayne Tedder, Director of PLACE, provided a brief overview on the updated Greenways Master<br />

Plan. He noted the original goals of the Greenways Program were to acquire sensitive areas<br />

and to make a connection of those sensitive areas; however, the revised Plan’s revised goals are<br />

1) Connect parks and greenways to residential and other areas via trails and paths, and 2)<br />

Protect environmentally sensitive areas through land acquisition and development regulations.<br />

He shared that the program has acquired 7,467 acres since 1992. Although the properties are<br />

worth an estimated $67.3 million, he reported that staff was able to leverage $45.7 million<br />

utilizing $22 million in local funds. Mr. Tedder shared that Leon County has in totality<br />

176,374 acres of existing open space/conservation areas.<br />

Chairman Maddox commented that the efforts being undertaken with the County’s trails, bike<br />

paths and greenways truly makes the County a multi-modal community.<br />

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Commissioner Desloge commented that a number of the projects are included in the sales tax<br />

extension list and asked Mr. Tedder to speak to this. Mr. Tedder responded that the Sales Tax<br />

Committee has designated the trails project as a “tier 2’ project; however the Committee<br />

continues to deliberate all projects. Mr. Tedder noted that the total to implement the Master<br />

Plan (not including those projects submitted to the Sales Tax Committee for consideration) is<br />

approximately $18 million. Commissioner Desloge also established that the trails project<br />

would be integrated into the “Trailahassee” concept.<br />

Chairman Maddox stated that the Board should be careful when talking with constituents, as<br />

adding such amenities comes with increased costs for maintenance, which will have to be<br />

addressed in future budgets.<br />

Commissioner Dozier established with Deputy County Administrator Rosenzweig that the Sales<br />

Tax Committee continues to deliberate all projects and that the Board will ultimately make the<br />

decision on which projects are accepted. Commissioner Dozier submitted that this might be<br />

the type of project worth doing in its entirety, rather than just a portion of it.<br />

Commissioner Desloge requested an economic impact analysis of the trail project.<br />

Commissioner Desloge moved, duly seconded by Commissioner Lindley, approval of Option 1:<br />

Adopt the updated Tallahassee – Leon County Greenways Master Plan. The motion carried 7-0.<br />

21. Approval of Recommendation for Counsel for the Tallahassee-Leon County Planning<br />

Commission<br />

County Attorney Thiele introduced the item. He advised that the issue has gone through the<br />

Request for Proposals (RFP) process and staff unanimously recommended the retention of the<br />

Akerman Senterfitt firm.<br />

Commissioner Sauls moved, duly seconded by Commissioner Desloge, approval of Option 1:<br />

Approve selection of Akerman Senterfitt as counsel for the Tallahassee-Leon County Planning<br />

Commission, and authorize staff to negotiate a contract. The motion carried 7-0.<br />

22. Consideration of Full Board Committee Appointments to the Palmer-Monroe Teen Center<br />

Board of Trustees and Tallahassee Sports Council<br />

County Administrator Long introduced the item.<br />

The following appointments were made by the Board:<br />

Attachment #1<br />

Page 6 of 12<br />

Commissioner Desloge moved, duly seconded by Commissioner Sauls, appointment of Anne<br />

Vinson to the Palmer-Monroe Teen Center Board. The motion carried 7-0.<br />

Commissioner Dailey moved, duly seconded by Commissioner Desloge, the reappointment of<br />

Tim Randolph and Kip West to the Tallahassee Sports Council. The motion carried 7-0.<br />

Commissioner Dozier moved, duly seconded by Commissioner Desloge, to appoint Leslie<br />

Smith to the Tallahassee Sports Council.<br />

This concluded the Board’s Consent and General Business Agenda. The Board now entered into<br />

Commissioner Discussion portion of the agenda.<br />

Regular Meeting & Public Hearings Page 6<br />

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SCHEDULED PUBLIC HEARINGS:<br />

Attachment #1<br />

Page 7 of 12<br />

Chairman Maddox reconvened the Board at 6:00 p.m. and the following public hearings were<br />

conducted.<br />

23. First and Only Public Hearing to Consider a Proposed Ordinance Amending the Leon<br />

County Code of Laws at Chapter 16, Article II, Regarding Improvements to Streets,<br />

Roads and Public Ways; Chapter 18, Article II, Division 2, Regarding Improvements to<br />

Water and Sewage Disposal Systems; and Chapter 18, Article IV, Division 2, Regarding<br />

Improvements to Stormwater Control and Drainage Systems<br />

County Attorney Thiele announced the public hearing and Chairman Maddox confirmed there<br />

were no speakers on the item.<br />

Commissioner Sauls moved, duly seconded by Commissioner Desloge, approval of Option 1:<br />

Conduct public hearing and adopt the Proposed Ordinance amending the Leon County Code of<br />

Laws at Chapter 16, Article II, Regarding Improvements to Streets, Roads and Public Ways;<br />

Chapter 18, Article II, Division 2, Regarding Improvements to Water and Sewage Disposal<br />

Systems; and Chapter 18, Article IV, Division 2, Regarding Improvements to Stormwater Control<br />

and Drainage Systems. The motion carried 6-0 (Commissioner Dailey out of Chambers)<br />

24. First and Only Tax Equity and Fiscal Responsibility Act (TEFRA) Hearing Regarding the<br />

Goodwood Museum and Gardens Debt Refinancing<br />

County Administrator Long announced that the Bond Counsel has requested more time to<br />

work on the item and asked that the public hearing be continued to June 11, 2013 at 6:00<br />

p.m.<br />

Commissioner Lindley moved, duly seconded by Commissioner Dozier, to continue the public<br />

hearing to Tuesday, June 11, 2013 at 6:00 p.m. The motion carried 6-0 (Commissioner Dailey<br />

out of Chambers).<br />

25. First and Only Public Hearing for the Type “C” Site and Development Plan Application<br />

for Chapel Hill Baptist Church of Tallahassee, Inc.<br />

County Administrator Long introduced the public hearing and Chairman Maddox confirmed<br />

there were no speakers on the item.<br />

Commissioner Sauls moved, duly seconded by Commissioner Dozier, to approve Option 1:<br />

Conduct the first and only public hearing on the Type “C” site and development plan application<br />

for the Chapel Hill Baptist Church of Tallahassee, Inc. and approve the application, based on the<br />

findings of fact and conclusions of law included herein and those established within the<br />

Development Review Committee’s record, including the Development Review Committee’s<br />

recommended conditions of approval, as well as any evidence received at the Public Hearing. The<br />

motion carried 7-0.<br />

26. Public Hearing for Bushy Creek Road Stormwater Control and Drainage Improvements<br />

Project Proposed Special Improvement Liens and the Non-Ad Valorem Assessment Roll<br />

County Administrator Long announced the public hearing. He recalled that the project was<br />

initiated by the neighborhood. He also noted that the item does have a fiscal impact as the<br />

County will contribute no less than 20% of the costs for construction.<br />

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Chairman Maddox confirmed there were no speakers on this item.<br />

Commissioner Dozier moved, duly seconded by Commissioner Desloge, approval of Option 1:<br />

Conduct the Public Hearing and adopt a Resolution Imposing Special Improvement Assessment<br />

Liens for Augustine Hills, Units I and II, and adopt the Non-Ad Valorem Assessment Roll for the<br />

Brush Creek Road Stormwater Control and Drainage Improvement Project. The motion carried 7-<br />

0.<br />

27. Public Hearing for Terre Bonne Subdivision Street Improvement Project Proposed Special<br />

Improvement Liens and the Non-Ad Valorem Assessment Roll<br />

County Administrator announced the public hearing. He stated that similar to Item #26, the<br />

project was initiated by the neighborhood and the County has expended $160,000 in<br />

completing the project.<br />

Chairman Maddox confirmed there were no speakers on this item.<br />

Commissioner Lindley moved, duly seconded by Commissioner Desloge, approval of Option 1:<br />

Conduct the public hearing and adopt a Resolution Imposing the Special Improvement<br />

Assessment Liens and adopt the Non-Ad Valorem Assessment Roll for the Terre Bonne<br />

Subdivision Improvement.<br />

Commissioner Proctor referenced items #26 and #27 and noted that the interest rate on the<br />

projects was different and asked how the rate is determined. Deputy County Administrator<br />

Rosenzweig responded that the interest rate is tied to the index and the rate depends on the<br />

interest rate when borrowing occurred. Commissioner Proctor continued that he would like to<br />

see uniformity in the County’s “payback” programs. Mr. Rosenzweig shared that the process is<br />

consistent with previous projects; however, the rates have fluctuated throughout the years.<br />

The motion to approve Option 1 offered by Commissioner Lindley carried 7-0.<br />

28. First and Only Public Hearing on an Ordinance Amending Chapter 10, Division 7,<br />

“Historic Preservation District Designation Revisions”<br />

County Administrator Long recommended that the item be continued to May 28, 2013 at 6:00<br />

p.m.<br />

Commissioner Proctor moved, duly seconded by Commissioner Lindley, to continue the public<br />

hearing to Tuesday, May 28, 2013 at 6:00 p.m. The motion carried 7-0.<br />

ADD ON (this item will be taken up under the Consent Agenda)<br />

Attachment #1<br />

Page 8 of 12<br />

29. Approval of Resolution Supporting the Retention of Funding for Florida’s Regional<br />

Planning Councils as Appropriated by the Florida Legislature<br />

The Board approved Option 1: Approve Resolution supporting the retention of funding for<br />

Florida’s Regional Planning Councils as appropriated by the Florida Legislature.<br />

Chairman Maddox recognized the presence of Boy Scout Troop 44, attending to earn their merit badge<br />

in local government.<br />

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Citizens to be Heard on Non-Agendaed Items (3-minute limit per speaker; Commission may discuss<br />

issues that are brought forth by speakers.)<br />

Tim Hewitt, 3266 Skyview Drive, addressed the Board about the opening of Skyview Drive into<br />

the Summerfield subdivision. He stated that plans call for developing additional units in<br />

Summerfield and the road cannot support any more traffic. He asserted that speeding would<br />

be a problem through the neighborhood and is concerned about the safety of the children who<br />

play and ride their bicycles on the street. Speeding and the safety of the children are primary<br />

concerns.<br />

Commissioner Dailey stated that Mr. Hewitt brings up some very legitimate concerns and<br />

solutions are being explored. He added that the Summerfield Development Agreement was<br />

made in 2004 and follows the Comprehensive Plan. Commissioner Dailey shared that<br />

while other more creative alternatives are being explored, a number of solutions are being<br />

implemented, i.e., sidewalks to and from property, flexibility on in and out vehicle traffic.<br />

He also conveyed the need for the Sheriff’s Office to have a more physical presence and to<br />

better enforce the speed limits along the area.<br />

County Administrator Long referenced the approved Summerfield PUD and the<br />

comprehensive plan requirement for the interconnection. He stated that staff maintains<br />

there are ways to have the interconnection with the neighborhood while discouraging a high<br />

volume of traffic on the street. He stated that he would be happy to work on this and look<br />

for alternatives.<br />

Curtis Baynes, 1323 E. Tennessee Street, reported that the Sales Tax Committee has<br />

recommended $75 million in water quality projects between the City and County; however, that<br />

is not enough money to complete the stormwater and wastewater projects. He reiterated his<br />

recommendation that the priority projects established in 2005, Centerville Trace, Harbinwood<br />

and Woodville, be reassessed to either 1) add the Lake Munson/Oakridge target area or 2)<br />

substitute the Lake Munson/Oakridge target area for Harbinwood and Centerville Trace.<br />

Commissioner Proctor discussed the City’s annexation of areas in the Southern Triangle,<br />

the work of the Sales Tax Committee, and the Board’s input into the Sales Tax Committee’s<br />

recommendations.<br />

Commissioner Proctor moved to ask for a status report on the Sales Tax Committee’s<br />

progress. The motion died for lack of a second.<br />

Chairman Maddox articulated that the County Commission has the final decision on what<br />

projects are ultimately approved for the referendum for extension of the sales tax. He<br />

added that he wants to make sure that the Sales Tax Committee is able to do its work<br />

without interference from the Board.<br />

Commissioner Lindley offered that it is each Commissioners responsibility to learn and talk<br />

to their sales tax representative.<br />

Ed Holifield, 4032 Longleaf Court, spoke to the Board regarding his concerns about the black<br />

infant mortality rate in Leon County and the lack of action of the Health Advisory Board.<br />

Comments/Discussion Items<br />

County Attorney Thiele:<br />

No issues.<br />

Attachment #1<br />

Page 9 of 12<br />

Regular Meeting & Public Hearings Page 9<br />

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County Administrator Long:<br />

Offered the following announcements/reminders:<br />

Recognized the efforts of Deputy County Administrator Rosenzweig in regards to the Public<br />

Safety Complex Interlocal Agreements.<br />

Three Community Budget Meetings will be held as follows: 1) Chaires Elementary School<br />

on May 15 th at 5:30; 2) Ft. Braden School Cafeteria on May 16 th at 5:30, and 3) Montford<br />

Middle School Cafeteria on May 21 st at 5:30.<br />

Image Tallahassee will host their first two Community Open Houses on May 20 and May<br />

21. The May 20 th meeting will be held at Bethel AME Church at 5:30 and the May 21 st<br />

meeting will be held in the City Commission Chambers at 2:00.<br />

Capital Cuisine Week and Concert Series, sponsored by Tourist Development, is a big event<br />

and more information will be distributed.<br />

Commissioner Discussion Items<br />

Attachment #1<br />

Page 10 of 12<br />

Commissioner Desloge:<br />

Commissioner Desloge moved, duly seconded by Commissioner Lindley, to direct the County<br />

Attorney to bring back an agenda item to extend the DeSantis Agreement. The motion carried 7-<br />

0.<br />

Commissioner Proctor:<br />

Commissioner Proctor moved, duly seconded by Commissioner Dailey, to approve his travel to<br />

attend Attorney General Pam Biondi’s 28 th National Conference on Preventing Crime in the Black<br />

Community, on May 29-31, 2013 in Orlando. The motion carried 7-0.<br />

Inquired about state employee raises. Cristina Paredes, Intergovernmental Affairs & Special<br />

Projects Coordinator, stated that the legislature approved raises of $1,400 for those employees<br />

making less than $40,000 and $1,000 for those employees making more than $40,000.<br />

Commissioner Proctor expressed hope that as the County establishes its upcoming budget<br />

consideration would be given to raises for County employees.<br />

Announced the passing of his former Commission intern, Jamal Rose, and stated he would<br />

keep the Board informed of funeral arrangements.<br />

Expressed concern about the proposed distribution of TIGER V grant funding. He stated that<br />

the funding should be spread throughout the community, rather than going to one area.<br />

Commissioner Proctor moved, duly seconded by Commissioner Lindley, to send a letter to the<br />

Greater Tallahassee Chamber of Commerce asking they consider, as part of their agenda for the<br />

next Chamber Retreat, engaging a dialogue with the local universities and allow university<br />

presidents to share their vision and how the community could be helpful.<br />

Commissioner Dozier while supportive of the idea, shared that she believes this has already<br />

been done. She suggested Commissioner Proctor contact Sue Dick to discuss topics that<br />

are being considered for the Retreat.<br />

The motion carried 6-1 (Commissioner Dozier in opposition).<br />

Commissioner Dailey:<br />

Responded to Commissioner Proctor’s comments regarding the distribution of TIGER V grant<br />

funds. He stated that this is a joint City/County project that has been in the works for quite<br />

some time and while he understands and appreciates the comments about equal distribution,<br />

it is important to take a “holistic” approach.<br />

Relayed the “amazing” experience he had participating in the Honor Flight. He shared an email<br />

from a veteran’s family and stated that he enjoyed watching generations sitting together<br />

and sharing the experience. He commended the EMS staff for their efforts to ensure that the<br />

experience went without incident and encouraged other Commissioners to consider<br />

participating in the next Honor Flight to be held in the Fall.<br />

Regular Meeting & Public Hearings Page 10<br />

May 14, 2013<br />

Page 23 of 631 Posted at 6:15 p.m. on June 10, 2013


Commissioner Sauls:<br />

No Issues.<br />

Commissioner Lindley:<br />

Stated that she attended the 3 rd Annual Legislative Community Dialogue meeting (hosted by<br />

Commissioner Desloge) and found it to be very meaningful. She shared that the Department of<br />

State is providing $200,000 for the Desoto Winter Encampment site. She added that she<br />

believes the meetings should continue throughout the year to build bridges with the<br />

legislature.<br />

Commissioner Desloge recognized the spectacular efforts of Christina Paredes to organize<br />

and staff the meetings.<br />

Commissioner Dozier:<br />

Commissioner Dozier moved, duly seconded by Commissioner Lindley, to present a Proclamation<br />

designating June as Local Home Remodelers Month, to be presented on May 28, 2013. The<br />

motion carried 7-0.<br />

Commissioner Dozier moved, duly seconded by Commissioner Lindley, to present a Proclamation<br />

to the Florida State University Undergraduate Mock Trial Team for winning the 2013 National<br />

Championship in the American Mock Trial Association competition. To be presented on May 28,<br />

2013. The motion carried 7-0.<br />

Commissioner Dozier moved, duly seconded by Commissioner Lindley, to direct staff to bring<br />

back an agenda item for May 28, 2013 meeting to explore the costs and logistics of a proposal<br />

from the Florida State University College Mock Trial Team to use the County Courthouse to host a<br />

regional mock trial competition in February 2014. The motion carried 7-0.<br />

Requested a status report on Imagine Tallahassee prior to the Board’s Summer recess.<br />

Approved without objection.<br />

Chairman Maddox:<br />

Informed the Board that he would send a letter from his office to the family of Jamal Rose<br />

thanking Mr. Rose for his contribution to Leon County. He offered words of condolence to the<br />

family.<br />

On behalf of Chairman Maddox: Commissioner Dozier moved, duly seconded by Commissioner<br />

Lindley, to request a proclamation for Big Bend Hospice, to be presented at the June 11, 2013<br />

meeting. The motion carried 7-0.<br />

On behalf of Chairman Maddox: Commissioner Lindley moved, duly seconded by Commissioner<br />

Dozier, a proclamation in honor of Finance Director David Reid’s retirement, to be presented on<br />

June 18, 2013. The motion carried 7-0.<br />

On behalf of Chairman Maddox: Commissioner Lindley moved, duly seconded by Commissioner<br />

Dozier, a proclamation honoring Small Business Week. The motion carried 7-0.<br />

Requested Board approval to offer a letter of support, on behalf of the Board, to the Tallahassee<br />

Museum’s State of Florida Grant Application for significant public programs that preserve,<br />

strengthen, and foster excellence and diversity in art or culture for Florida’s residents and<br />

visitors. Approved without objection.<br />

Meeting recessed at 4:26 p.m. will reconvene at 6:00 to conduct the scheduled public hearings.<br />

Receipt and File:<br />

None.<br />

Attachment #1<br />

Page 11 of 12<br />

Regular Meeting & Public Hearings Page 11<br />

May 14, 2013<br />

Page 24 of 631 Posted at 6:15 p.m. on June 10, 2013


Adjourn:<br />

There being no further business to come before the Board, the meeting was adjourned at 6:50 p.m.<br />

ATTEST:<br />

BY: _____________________________<br />

Bob Inzer, Clerk of the Court<br />

Leon County, Florida<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

BY: ________________________________<br />

Nicholas Maddox, Chairman<br />

Board of County Commissioners<br />

Attachment #1<br />

Page 12 of 12<br />

Regular Meeting & Public Hearings Page 12<br />

May 14, 2013<br />

Page 25 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #2<br />

Page 26 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #2<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Adoption of Revised Policy No. 09-1, “Travel”<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

Shington Lamy, Assistant to the County Administrator<br />

Fiscal Impact:<br />

This item may have a fiscal impact. A proposed revision to the Travel Policy would allow the<br />

use of County-issued purchasing cards for meals while on travel; however, reimbursements<br />

would be limited to the lesser of the per diem rate allowed by U.S. General Services<br />

Administration (GSA) or the actual amount spent utilizing the purchasing card, which may be a<br />

minor cost savings to the County.<br />

Staff Recommendation:<br />

Option #1: Adopt revised Policy No. 09-01, “Travel” (Attachment #1).<br />

Page 27 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Adoption of Revised Policy No. 09-1, “Travel”<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

On January 15, 2009, the Board adopted County Policy No. 09-01, “Travel” (Travel Policy)<br />

establishing a comprehensive travel policy that addresses forms of travel, travel authorization,<br />

travel expenses, and the usage of purchasing cards. The proposed revised Policy addresses the<br />

use of County-issued purchasing cards (P-cards) for meals, and streamlines the travel<br />

authorization process.<br />

Analysis:<br />

Purchasing Card Use for Meals<br />

Currently, the Travel Policy requires the use of P-cards for travel expenses, such as registration,<br />

lodging, and airline tickets. However, it prohibits the use of P-cards for meals. Instead, the costs<br />

of meals incurred while on travel are normally reimbursed at the per diem rate allowed by the<br />

U.S. General Services Administration (GSA). The proposed revised policy would allow the use<br />

of P-cards for meals while on travel; however, reimbursement would be limited to the lesser of<br />

the per diem rate allowed by GSA, or the actual amount spent utilizing the P-card.<br />

Annual Travel Request Form<br />

In term of travel authorization, the Travel Policy requires the completion of travel request forms<br />

prior to incurring Class A or B (out-of-town, overnight travel) travel expenses for each<br />

individual traveler that may require reimbursement or cash advances. Upon returning from a<br />

trip, a travel expense form is required to be completed by each individual traveler, which<br />

commonly contains identical information provided in the travel request form.<br />

Most of the travel taken by the County officials and staff are to annual conferences and events<br />

that are included as part of the County budget. The proposed revision would establish an annual<br />

travel request form that may be completed by departments and divisions at the beginning of the<br />

fiscal year for the pre-authorization of budgeted annual travel (Attachment #2). This would<br />

streamline the travel request process. The annual travel request form would be limited to<br />

Class A or B travel that requires reimbursements. Travel that requires cash advances would still<br />

be required to complete travel request forms. All forms of travel would still be required to<br />

complete travel expense reports.<br />

Options:<br />

1. Adopt the proposed revised Policy No. 09-1, “Travel.”<br />

2. Do not adopt the proposed revised Policy No. 09-1, “Travel.”<br />

3. Board direction.<br />

Recommendation:<br />

Option #1.<br />

Attachments:<br />

1. Proposed revised Policy No. 09-1, “Travel”<br />

2. Proposed Annual Travel Request Form<br />

Page 28 of 631 Posted at 6:15 p.m. on June 10, 2013


Board of County Commissioners<br />

Leon County, Florida<br />

Policy No. 09-1<br />

Attachment #1<br />

Page 1 of 11<br />

2.12<br />

Title: Travel<br />

Date Adopted: January 15, 2009 June 18, 2013<br />

Effective Date: January 15, 2009 June 18, 2013<br />

Reference: Ch. 112.061(7)(d), F.S.<br />

Policies Superseded: Policy No. 73-3, "Expenditure of Appropriated Travel Expense," adopted<br />

March 27, 1973; Policy No. 74-, “Travel Allowance," adopted<br />

July 26, 1974; Policy No. 77-8, "Travel," adopted June 28, 1977;<br />

Policy No. 93-19, ATravel,@ adopted January 12, 1993; Policy No. 01-09,<br />

ATravel,@ adopted July 31, 2001, amended September 18, 2001;<br />

Policy No. 01-10, ATravel,@ adopted September 25, 2001, revised<br />

September 21, 2004; Policy No. 09-1, adopted January 15, 2009<br />

It shall be the policy of the Board of County Commissioners of Leon County, Florida, that<br />

Policy No. 01-1009-1, “Travel,” adopted by the Board of County Commissioners on September<br />

21, 2004January 15, 2009, be superseded and a new revised Policy entitled “Travel” is hereby<br />

adopted, to wit:<br />

SECTION I: AUTHORITY<br />

Florida Statutes, Section 112.061<br />

SECTION II: OBJECTIVE<br />

To establish regulations and procedures for the Leon County Board of County Commissioners,<br />

employees and authorized persons where authorized travel is necessary and reimbursement is<br />

requested.<br />

SECTION III: DEFINITIONS<br />

Elected Officials - County Commissioners.<br />

Appointed Officials - The County Administrator and County Attorney.<br />

Employees - All other employees of the Leon County Board of County Commissioners.<br />

Authorized Person - A person, other than a public officer or employee, who is authorized to incur<br />

travel expenses in the performance of the County’s official duties, such as a consultant, a<br />

volunteer, or a candidate for an executive or professional position.<br />

Page 29 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 2 of 11<br />

Travel Policy 2.12<br />

Policy No. 09-1<br />

SECTION IV: SCOPE AND APPLICABILITY<br />

Travel expenses shall be limited to those expenses necessarily incurred in the performance of a<br />

public purpose authorized by law to be performed by the Leon County Board of County<br />

Commissioners and must be within limitations described herein and in Ch. 112.06, Florida<br />

Statutes.<br />

This policy applies to all travel as defined in Section VI for any purpose and for which<br />

reimbursement will be claimed by officials, employees, and authorized persons of the Leon<br />

County Board of County Commissioners as follows:<br />

1. All such persons are eligible to travel in the conduct of County business or to attend<br />

meetings, conferences, conventions, and training sessions for the benefit of the County, at<br />

County expense, pursuant to proper authorization prescribed herein.<br />

2. Employees who travel for the purpose of obtaining certifications required for continued<br />

employment with Leon County is an allowable expense.<br />

3. Candidates for employment with Leon County, who are eligible for reimbursement of travel<br />

expenses for interviews under the Personnel Policy, must receive prior approval for travel<br />

(see Section VII) and will be reimbursed in accordance with this policy.<br />

4. Consultant travel which is not covered within the scope of the consultant’s contract and<br />

which is billed separately to the County on a cost reimbursement basis must receive prior<br />

approval and will be reimbursed in accordance with this policy.<br />

5. Members of volunteer boards and committees who travel in the performance of the County’s<br />

official duties must receive prior approval and will be reimbursed in accordance with this<br />

policy.<br />

6. Under no circumstances will an employee be reimbursed for travel expenses incurred for the<br />

purpose of taking merit system or job placement examinations for the purpose of applying for<br />

jobs, whether written or oral.<br />

This policy does not apply to Emergency Medical Services (EMS) employees providing out of<br />

town transport to patients.<br />

SECTION V: EXCEPTIONS<br />

Any exceptions or unusual circumstances not provided for in this policy must be documented and<br />

will be subject to review and approval by the appropriate official or designee.<br />

Page 2 of 11<br />

Page 30 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 3 of 11<br />

Travel Policy 2.12<br />

Policy No. 09-1<br />

SECTION VI: TYPES <strong>OF</strong> TRAVEL<br />

A. Class "A" Travel: continuous travel for a period of 24 hours or more out of the County. .<br />

The travel day for Class "A" travel shall be a calendar day (midnight to midnight).<br />

B. Class "B" Travel: continuous travel of less than 24 hours that involves overnight absences<br />

out of the County. The travel day for Class "B" travel shall begin at the same time as the<br />

travel period. Class A and Class B Travel shall include any assignment of official<br />

business outside of regular office hours and away from regular places of employment<br />

when it is considered necessary to stay overnight and for which travel expenses are<br />

approved.<br />

C. Class “C” Travel: travel for short or day trips where the traveler is not away from his or<br />

her official headquarters overnight.<br />

D. Local Mileage: travel of less than 24 hours in which the traveler is not away from official<br />

headquarters overnight, and which involves the use of a privately owned vehicle or a<br />

County vehicle for official business within Leon and the surrounding counties and for<br />

which no meal reimbursements are claimed.<br />

SECTION VII: TRAVEL AUTHORIZATION<br />

All travel will be conducted pursuant to authorized annual budget allocations. Prior to incurring<br />

any Class A, Class B, or Class C travel expense for which reimbursement or cash advance is<br />

requested, a Travel Request form must be approved and authorized by the appropriate authority.<br />

An Annual Travel Request Form may be approved and authorized by the appropriate authority,<br />

for any Class A or Class B travel expense for which only reimbursement is requested. Local<br />

mileage, which is included in the annual budget allocation for travel, does not need prior<br />

authorization and should be reimbursed in accordance with Section X of this policy. Authority<br />

for approval of Class A, Class B, and Class C travel is designated as follows:<br />

Elected Officials:<br />

Travel of individual County Commissioners and their aides shall be approved in advance,<br />

whenever possible, by the Board of County Commissioners, via an agenda item at a<br />

regularly scheduled Board meeting where the Board adopts the Commissioners’ “Travel<br />

Schedule.” In cases where travel cannot be agendaed for approval prior to the trip, it shall<br />

be agendaed within two meetings following the conclusion of the travel.<br />

Appointed Officials:<br />

Travel of the County Administrator and County Attorney shall be approved by the<br />

Chairman of the County Commission, or the Vice-Chairman in the absence of the Chairman.<br />

Employees:<br />

Employees’ travel must be approved by their division head, department head and the County<br />

Administrator, or their designees, except as specified below. Travel by employees of the County<br />

Attorney’s Office must be approved by the County Attorney, or his designee.<br />

Page 3 of 11<br />

Page 31 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 4 of 11<br />

Travel Policy 2.12<br />

Policy No. 09-1<br />

Candidates for Employment in an Executive or Professional Position:<br />

Travel for candidates for employment in an executive or professional position must be approved<br />

by their prospective department head and the County Administrator.<br />

Other Authorized Persons:<br />

1. Consultants and contractors, traveling on a cost reimbursement basis, must have their travel<br />

authorized by the department head from whose budget the travel expenses will be paid and the<br />

County Administrator.<br />

2. Volunteers and other authorized persons not previously described in this section, traveling for<br />

the purpose of performing official duties of the County, must have their travel authorized by the<br />

department head from whose budget the travel expenses will be paid and the County<br />

Administrator.<br />

3. In the absence of the County Administrator, the department head and/or the division director,<br />

the Travel Request form may be approved by their respective designees.<br />

4. Signatures on the Travel Request Form should be obtained in the following order:<br />

a. Traveler<br />

b. Supervisor<br />

c. Division head, if different from supervisor<br />

d. Department head<br />

e. County Administrator (except County Attorney).<br />

5. The following guidelines should be used when approving requests for travel:<br />

a. Funds are available in the budget.<br />

b. A determination is made that a public purpose is achieved in taking the trip.<br />

c. The number of persons traveling is the minimum number required to accomplish the<br />

purpose of the trip.<br />

d. The method of travel (e.g., air, vehicle) is specified and the routing and other<br />

arrangements are the most economical available and result in the shortest time away or<br />

the lowest overall cost consistent with the distance to be traveled and the purpose of the<br />

trip.<br />

Page 4 of 11<br />

Page 32 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 5 of 11<br />

Travel Policy 2.12<br />

Policy No. 09-1<br />

SECTION VIII: TRAVEL PAYMENT<br />

An authorized Leon County Purchasing Card is the required method of payment for all travel<br />

associated expenses (except for meals and unless circumstances dictate that a P-Card cannot be<br />

utilized) incurred by officials or employees conducting Leon County business, unless<br />

authorization is given by the County Administrator or his designees(s) for alternative method of<br />

payment to be utilized.<br />

Purchasing Card<br />

Certain items, such as airline tickets, lodging, car rental or registration fees (if allowed), must be<br />

prepaid with a Purchasing Card upon approval of the Travel Request form.<br />

Meals<br />

Purchasing cards are not to may be used for the payment of meals.; however, payments will be<br />

the lessor of the applicable allowance rate determined by GSA or the amount spent by purchasing<br />

card. Any amount spent over the GSA by purchasing card shall be deducted from per diem or<br />

repaid directly to the County. In other instances, Payment payment for meals will be advanced<br />

to the traveler at the applicable allowance rate after approval of the Travel Authorization Form.<br />

Meal allowance funds will be issued through direct deposit to the employee. Travel requests<br />

must be submitted within ten (10) working days to ensure funds are available for direct deposit.<br />

If a meal allowance is requested after this period, the applicable meal allowance will be provided<br />

to the traveler as a reimbursement via the Travel Expense Report.<br />

Travel Advance<br />

If not using an authorized Leon County Purchasing Card, officials and employees may obtain<br />

travel advances upon approval of the Travel Request form. The advance amount must be<br />

indicated on the Travel Request form and should be submitted to Finance at least ten (10)<br />

working days prior to the start of travel. All requests submitted less than ten (10) working days<br />

prior to the start of travel will be considered an “emergency” request. Emergency travel<br />

advances will only be granted on a case-by-case basis and authorized only if the travel-associated<br />

payment cannot be made by a Purchasing Card. Advances should not be sought for amounts less<br />

than $50.00 unless an explanation of the necessity for the advance is provided. If a Purchasing<br />

Card is not used, the traveler should also indicate whether the advance payment check will be<br />

picked up by the traveler or whether the check should be mailed directly to the vendor)<br />

Vendor Prepayment<br />

When a vendor needs to be prepaid, it must be clearly indicated on the travel request. The<br />

amount to be prepaid, the payee, and the payee’s address and vendor number must be indicated<br />

on the Travel Request form and should be submitted to Finance ten (10) working days prior to<br />

the date that the payment is needed. If the vendor does not have a LC vendor number, a New<br />

Vendor Form must be completed and submitted with the travel request<br />

Page 5 of 11<br />

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Attachment #1<br />

Page 6 of 11<br />

Travel Policy 2.12<br />

Policy No. 09-1<br />

SECTION IX: REIMBURSEMENT <strong>OF</strong> EXPENSES<br />

Upon completion of the travel, all travel advances must be settled within ten (10) working days<br />

of return from traveling. No advances for additional trips shall be given until all prior advances<br />

have been settled. Failure to settle advances promptly may result in disciplinary action.<br />

It is the responsibility of the authorizing division to ensure that the traveler complies with this<br />

section of the policy. Exceptions to this section of the policy may be made upon written<br />

justification of circumstances, which necessitate multiple advances.<br />

Within ten (10) days of completing authorized travel, travelers must file a Travel Expense Report<br />

form. The Travel Expense Report should reflect the entire cost of the trip, including all advances<br />

and direct payments made. The traveler must sign and date the Travel Expense Report form for<br />

completeness and correctness as to the actual travel performed. The completed Travel Expense<br />

Report form must then be signed by the appropriate division head and department head or their<br />

designee. The form is then forwarded to Finance for final review and processing. If the County<br />

is due a return of funds from the advance, a check payable to the County should be attached to<br />

the Travel Expense Report with a request from the traveler for a receipt from Finance.<br />

The following describes allowable expenses and the documentation required. In general, where<br />

receipts are required, original receipts should be submitted. If an original receipt is not available,<br />

an affidavit of the expense explanation must be prepared and included with the Travel Expense<br />

Report. Further, a copy of the meeting/conference/convention/training agenda, when one is<br />

provided, must be attached to the Travel Expense Report. When one is not provided, this should<br />

be indicated on the form.<br />

Any changes or additions to the cost of the travel made after the Travel Request form was<br />

approved must be explained on the Travel Expense Report form.<br />

SECTION X: ALLOWABLE TRAVEL EXPENSES<br />

A. Meals and Lodging: Class "A" and Class "B" Travel<br />

1. Travel outside the County/State in order to conduct bona fide County business<br />

shall be reimbursed by the following methods for each day of such travel, at the<br />

option of the traveler, provided that the same method of reimbursement is used to<br />

calculate each day of the travel (i.e., the entire trip will be either based on the per<br />

diem rate or based on actual expenses plus meal allowances):<br />

a. Daily Per Diems: the most current standard federal government (General<br />

Services Administration, GSA) per diem rate to include both lodging and<br />

meals, or<br />

b. The actual expenses for lodging at a single occupancy rate, to be<br />

substantiated by paid bills. However, if the traveler chooses a form of<br />

lodging where a paid bill is not applicable, the standard Continental<br />

United States (CONUS) per diem rate will apply. The GSA per diem rate<br />

is not applicable unless the traveler chooses lodging in which costs are<br />

incurred, and can be substantiated by a paid bill or receipt.<br />

Page 6 of 11<br />

Page 34 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 7 of 11<br />

Travel Policy 2.12<br />

Policy No. 09-1<br />

c. Meal expenditures will be reimbursed according to the most current federal<br />

government General Services Administration (GSA) per diem meal rates.<br />

The GSA provides for differential rates depending upon the location of<br />

travel. This approach recognizes the cost differential between various<br />

counties, cities, and states.<br />

For counties and cities not included in the GSA list, the standard CONUS<br />

rate applies and the traveler is ineligible for the daily per diem rate.<br />

d. The following times shall be used to determine when meal<br />

reimbursements may be claimed:<br />

Breakfast: when travel begins prior to 6:00 a.m. and extends<br />

beyond 8:00 a.m.<br />

Lunch: when travel begins prior to noon and extends beyond 2:00<br />

p.m.<br />

Dinner: when travel begins prior to 6:00 p.m. and extends beyond<br />

8:00 p.m.<br />

2. When claiming the standard CONUS per diem rate for Class "A" or "B" travel<br />

including meal reimbursements, the traveler shall be reimbursed one-fourth of the<br />

standard CONUS rate of per diem and meal allowances for each quarter, or<br />

fraction thereof, of the travel day included within this travel period. No receipts<br />

are required. The travel day is divided into the following quarters:<br />

12:01 a.m. to 6:00 a.m.<br />

6:01 a.m. to 12:00 noon<br />

12:01 p.m. to 6:00 p.m.<br />

6:01 p.m. to 12:00 midnight<br />

3. Under no circumstances may an employee be reimbursed for any meal or lodging<br />

included in convention or conference registration fees paid by the County. A<br />

continental breakfast provided as part of the conference/convention registration<br />

fee is considered breakfast and may not be claimed for reimbursement. An<br />

evening reception or other function that serves only hors d’oeuvres are not<br />

considered dinner and may be claimed for reimbursement. However, should the<br />

conference/convention registration fee include the provision of any lunches or<br />

dinners, these meals may not be claimed for reimbursement.<br />

4. When a meal is provided by a hotel, airline, other common carrier, or as a part of<br />

a program/event, the traveler is not allowed to claim the meal for reimbursement.<br />

5. Reimbursement for lodging expense is limited to single occupancy or occupancy<br />

shared with another County traveler. Cost of lodging shared with a non-official or<br />

non-employee (e.g., family members) is limited to the single room rate.<br />

Page 7 of 11<br />

Page 35 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 8 of 11<br />

Travel Policy 2.12<br />

Policy No. 09-1<br />

6. When traveling within Florida the authorized Leon County Purchasing Card is<br />

required to be used for the payment of lodging expenses. The traveler must also<br />

take a copy of the County’s tax-exempt certificate. No sales tax will be<br />

reimbursed for Florida accommodations that should have been tax exempt.<br />

7. When lodging, transportation, and/or meals are paid or provided by any federal,<br />

state, or other local governmental agency, no further expenses will be reimbursed.<br />

B. Class "C" Travel<br />

However, if the governmental agency’s per diem rate is less than the applicable<br />

rate according to the GSA Schedule utilized by Leon County, the employee will<br />

be reimbursed for the difference.<br />

A traveler shall not be reimbursed on a per diem basis for Class "C" travel, but shall receive<br />

subsistence as follows:<br />

1. Breakfast: 20% rounded to the nearest dollar of the GSA meal allowance - when<br />

travel begins before 6:00 a.m. and extends beyond 8:00 a.m.<br />

2. Lunch: 30% rounded to the nearest dollar of the GSA meal allowance when travel<br />

begins before 12:00 noon and extends beyond 2:00 p.m.<br />

3. Dinner: 50% rounded to the nearest dollar of the GSA meal allowance - when<br />

travel begins before 6:00 p.m. and extends beyond 8:00 p.m., or when travel<br />

occurs during nighttime hours due to special assignment.<br />

C. Transportation<br />

All travel must be by a usually traveled route. If a person travels by an indirect route for his/her<br />

own convenience, any extra costs shall be borne by the traveler and reimbursement for expenses<br />

shall be based only on such charges as would have been incurred by a usually traveled route. No<br />

person shall be reimbursed for transportation from home to office, office to home, or to or from<br />

the point of travel departure.<br />

1. Air - Coach fare, by the route and/or rate best suited for the interest of the County,<br />

is allowed and must be documented by a paid receipt. Should a traveler select a<br />

different route and/or rate, for their own benefit, reimbursement will be limited to<br />

the Coach fare, by the route and/or rate, determined by what is in the best interest<br />

of the County. Reimbursement of first class airfare is specifically limited to trips<br />

under emergency conditions when coach accommodations are not available. In<br />

those instances where an electronic airline ticket was purchased, documentation<br />

should include a copy of the traveler’s itinerary, identifying the purchase of the<br />

airline ticket, or a separate paid receipt for the airline ticket.<br />

Page 8 of 11<br />

Page 36 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 9 of 11<br />

Travel Policy 2.12<br />

Policy No. 09-1<br />

2. County-Owned Vehicles - When available, County-owned vehicles should be<br />

used for travel. Receipts for expenses must be presented. A Purchasing Card<br />

shall be used for fuel purchases in a County-owned vehicle when on authorized<br />

travel.<br />

3. Private Vehicle - Use of a private car for travel is authorized when approved on<br />

the Travel Request form. A traveler using his/her privately owned vehicle would<br />

be reimbursed at the most current IRS rate in effect on the date(s) of travel. All<br />

mileage shall be shown from point of origin to point of destination, and included<br />

with the travel request form. When possible, mileage should be computed and<br />

reimbursed based on the current map of the Florida Department of Transportation<br />

for in-state travel. Alternate methods of computing mileage, such as the use of an<br />

Internet website, may be authorized on the Travel Request form if supported by<br />

appropriate documentation. Road and bridge tolls may be claimed in addition to<br />

mileage upon presentation of receipts. Vicinity mileage necessary for the conduct<br />

of official business is allowable but must be listed separately on the<br />

reimbursement request and the purpose explained.<br />

4. Train or Bus - Travelers must use the most economical accommodations on short<br />

trips, not involving overnight travel. On longer trips, travelers are entitled to<br />

comfortable single accommodations. However, in no case will reimbursement<br />

exceed the rate of Coach fare for air travel to the destination.<br />

5. Taxi, Limousine, Public Transportation, Parking, and Car Rental - The actual<br />

costs incurred for normal use of taxi, limousine, public transportation, and parking<br />

are reimbursable. Receipts are not required for reimbursement of parking, taxi,<br />

limousine, and public transportation costs that are less than $20.00 per traveler per<br />

trip. “Per trip” shall be the trip authorized in the Travel Request form - not each<br />

ride in public transportation. When these items cumulatively exceed $20.00<br />

during the duration of the travel, receipts are required to document the full<br />

amount. In those cases where receipts are not available (i.e., mass transit tokens)<br />

reimbursement may still be sought with an explanation of the circumstances via a<br />

memorandum attached to the Travel Expense Report.<br />

Car rental expense is reimbursable but only when prior approval is obtained on<br />

the Travel Request form and a receipt is attached. However, a County - approved<br />

traveler should not purchase collision-damage waivers when renting a car, as the<br />

County’s self-insured program is adequate to cover claims. The purchase of<br />

“Personal Accident Insurance” by a traveler is also non-reimbursable as<br />

employees on authorized business are covered under Workman’s Compensation.<br />

The state contract for car rental providers should be used whenever possible.<br />

Expenses incurred for collision-damage waivers or personal accident insurance<br />

will not be reimbursed unless prior approval of an exception is granted. A<br />

Purchasing Card may be used for fuel purchases in a County-owned or rental<br />

vehicle when on authorized travel.<br />

Page 9 of 11<br />

Page 37 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 10 of 11<br />

Travel Policy 2.12<br />

Policy No. 09-1<br />

D. Telephone and Fax<br />

Only the cost of business calls and faxes with a stated business purpose are reimbursable.<br />

“Collect” calls to County offices are acceptable when required.<br />

E. Registration Fees<br />

Fees for registration, including meals and other programmed events sponsored by the<br />

conference or convention organization, should be prepaid wherever possible. Optional<br />

fees for recreation and/or entertainment activities associated with a conference or<br />

convention are not reimbursable. Fees for non-County officials or non-County employees<br />

(e.g., family members) to participate in activities are not reimbursable.<br />

F. Miscellaneous<br />

Any other necessary expense, not otherwise provided for but incurred for the benefit of<br />

the County, must appear together and be identified on the Travel Expense Report form.<br />

Other miscellaneous gratuities for the hotel, taxis, the airport, porters, etc. should be<br />

identified here. The amount should be reasonable and, whenever possible, the traveler<br />

should obtain and attach receipts to the expense report to substantiate miscellaneous<br />

expenditures.<br />

SECTION XI: LOCAL MILEAGE REIMBURSEMENT<br />

Reimbursement for local mileage or Class "C" travel millage involving the use of the employee’s<br />

vehicle shall be submitted on the Local Mileage Reimbursement form and shall specify:<br />

the date of the travel,<br />

the origin,<br />

the destination,<br />

the number of miles traveled,<br />

the purpose of the travel, and<br />

the amount requested for reimbursement.<br />

If the expenses being requested for reimbursement pertain to use of a privately owned vehicle,<br />

the reimbursement amount is calculated by multiplying the number of miles traveled by the most<br />

current IRS mileage allowance. No receipts are required.<br />

If the expenses being requested for reimbursement pertain to use of a County vehicle, receipts for<br />

actual expenses for fuel or tolls must be attached.<br />

The Local Mileage Reimbursement form shall be submitted monthly. The Local Mileage<br />

Reimbursement Form must be signed by the employee requesting the reimbursement and the<br />

appropriate department head or his designee.<br />

Page 10 of 11<br />

Page 38 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 11 of 11<br />

Travel Policy 2.12<br />

Policy No. 09-1<br />

SECTION XII: TOURIST DEVELOPMENT TRAVEL<br />

In accordance with Florida Statute 125.0104, the Tourist Development department is authorized<br />

to provide, arrange, and make expenditures for transportation, lodging, meals, and other<br />

reasonable and necessary items and services in connection with the performance of promotional<br />

and other duties. Entertainment expenses shall be authorized only when meeting with travel<br />

writers, tour brokers, or other persons connected with the tourist industry. All travel and<br />

entertainment-related expenditures in excess of $10.00 shall be substantiated by paid bills and<br />

justification shall be provided on the Travel Expense Report form.<br />

The actual reasonable and necessary costs of travel, meals, lodging and incidental expenses of<br />

officers, employees and other authorized persons when meeting with travel writers, tour brokers,<br />

or other persons connected with the tourist industry and while attending or traveling in<br />

connection with travel or trade shows shall be reimbursed.<br />

With the exception of provisions concerning rates of payment, the provisions of this policy and<br />

F.S. 112.061 are applicable.<br />

SECTION XIII: MEAL REIMBURSEMENT FOR REQUIRED LOCAL MEETINGS<br />

Divisions will not be required to follow the Class “C” Travel Section (Section X, B) as outlined<br />

in this policy when expenses are incurred for meals surrounding an intra-county meeting that a<br />

County employee is required to attend. Reimbursement for meals in compliance with this Policy<br />

will be authorized by an employee’s supervisor. Actual reimbursements may not exceed General<br />

Services Administration (GSA) per diem meal rates for the Tallahassee area.<br />

Page 11 of 11<br />

Page 39 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year: Budget Account:<br />

Department Name: Division Name:<br />

Supervisor/Division Director:__________________________________________<br />

Department/Office Director:___________________________________________<br />

Deputy County Administrator:__________________________________________<br />

County Administrator:______________________________________________<br />

Revised 4/23/2013<br />

REQUIRED APPROVAL SIGNATURES<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

ANNUAL TRAVEL REQUEST FORM<br />

Potential Travelers Title Destintation<br />

Date:<br />

Date:<br />

Date:<br />

Date:<br />

Date<br />

Total<br />

Attachment #2<br />

Page 1 of 1<br />

Estimated Cost<br />

Page 40 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

$0.00


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #3<br />

Page 41 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #3<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Authorization to Amend the 2003 Mid-Year Funding Agreement to Provide<br />

for the Expenditure of $16,130 by Bethel Missionary Baptist Church<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

Scott Ross, Director, Office of Financial Stewardship<br />

Damion R. Warren, Management & Budget Technician<br />

Fiscal Impact:<br />

This item has a fiscal impact to the County. Bethel Missionary Baptist Church (Bethel) currently<br />

has remaining funds from a 2003 Mid-Year funding agreement of $16,130. If the Board does not<br />

approve Bethel’s request to expend the funds, the funds would be returned to the County’s<br />

general fund.<br />

Staff Recommendation:<br />

Option #1: Authorize the staff to amend the Agreement as necessary to provide for the<br />

expenditure of $16,130 by Bethel Missionary Baptist Church, as described in this<br />

agenda item, in a form approved by the County Attorney, and authorize the<br />

County Administrator to execute the amended Agreement.<br />

Page 42 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Authorization to Amend the 2003 Mid-Year Funding Agreement to Provide for the<br />

Expenditure of $16,130 by Bethel Missionary Baptist Church<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

On December 10, 2002, the Board approved $75,000 in one-time mid-year funding for Bethel<br />

Towers to cover a budget shortfall. At the time, the low-income independent living facility for<br />

senior citizens aged 62 and older had 20 of its 59 units unoccupied. The facility was designed to<br />

be self-sufficient at full capacity; but, due to the vacant units, funding was needed for a night<br />

security guard, wheel chairs, a bus driver, an Activity Coordinator, service upkeep of a bus, and<br />

field trips for residents. The County and Bethel executed a Mid-Year Funding Agreement<br />

(Agreement) on March 3, 2003 (Attachment #1). The full $75,000 was disbursed to Bethel in a<br />

lump-sum. After paying for related expense items, Bethel had a balance of $16,130 remaining<br />

from the funds provided by the County (Attachment #2).<br />

Analysis:<br />

On May 10, 2013, Bethel requested to be able to utilize the remaining funds to complete exterior<br />

improvements to Bethel Towers (Attachment #3). Exterior improvements were not a part of the<br />

original funding agreement; therefore, Board action is required to authorize the use of these<br />

funds outside of the activities listed in the agreement. If the Board does not approve this change,<br />

the funds in the amount of $16,130 would be returned to the County’s general fund.<br />

Options:<br />

1. Authorize staff to amend the Agreement as necessary to provide for the expenditure of<br />

$16,130 by Bethel Missionary Baptist Church, as described in this agenda item, in a form<br />

approved by the County Attorney, and authorize the County Administrator to execute the<br />

amended Agreement.<br />

2. Do not authorize staff to amend the Agreement as necessary to provide for the expenditure of<br />

$16,130 by Bethel Missionary Baptist Church, as described in this agenda item.<br />

3. Board direction.<br />

Recommendation:<br />

Option #1.<br />

Attachments:<br />

1. 2003 Mid-Year Funding Agreement<br />

2. Bank Statement<br />

3. Request to Use Funds for Exterior Improvements<br />

Page 43 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 2 of 3<br />

NOW, THEREFORE, in consideration of the premises and mutual covenants contained herein,<br />

the parties to this Agreement do agree as follows:<br />

Notwithstanding the intention of the County to make this disbursement, the County<br />

specifically reserves the right to reduce, increase, or totally withdraw its financial commitment to<br />

the Grantee at any time and for any reason.<br />

1. The disbursement of funds by the County to the Grantee shall be disbursed in a lump-sum<br />

amount upon the County's OMB 's receipt of an invoice submitted by the Grantee.<br />

2. Nothing herein contained is intended or should be construed as creating or establishing the<br />

relationship of agency, partners, or employment between the parties hereto, or as constituting either<br />

party as the agent or representative of the other for any purpose. Grantee is not authorized to bind<br />

the County to any contracts or other obligations and shall not expressly represent to any party that<br />

Grantee and County are partners or that Grantee is the agent or representative of the County.<br />

3. The Grantee agrees to indemnify and hold harmless the County from all claims, damages,<br />

liabilities, or suits of any nature whatsoever arising out of, because of, or due to the breach of this<br />

agreement by the Grantee, its delegates, agents or employees, or due to any act or occurrence of<br />

omission or commission of the Grantee, including but not limited to costs and a reasonable attorney's<br />

fee. The County may at its option, defend itself or allow the Grantee to provide the defense.<br />

4. This Agreement shall be governed by, construed, and enforced in accordance with the laws<br />

of the State of Florida.<br />

5. This Agreement shall become effective upon its execution, and shall only be in effect for the<br />

Leon County fiscal year when executed.<br />

Page 45 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

,.


CHURCH <strong>OF</strong>FICE 8501222·8440<br />

FAX 8501222·5873<br />

'Bettie[ Missionary<br />

May 10,2013<br />

Mr. Alan Rosenzweig<br />

Deputy leon County Administrator<br />

Office of Management and Budget<br />

301 South Monroe Street<br />

Tallahassee, Florida 32301<br />

RE: Request Spending Authority<br />

Dr. R.B. Holmes, Jr., Pastor<br />

RECEIVED MAY 1 6 2011<br />

'Baptist Cliurcli<br />

Attachment #3<br />

Page 1 of 1<br />

224 North Martin Luther K ng, Jr, Boulevard<br />

Tallahassee, Florida 32301<br />

Please accept this letter as a formal request for spending authority on the $16,130.30, remaining on<br />

grant funds awarded to NBC/Bethel in 2003. These funds will allow us to complete some much needed<br />

exterior improvements to the property located 324 North Martin luther King Jr. Blvd.<br />

We appreciate your cooperation in granting us the authority. If you have any further questions<br />

concerning this matter, please do not hesitate to call me or Fonda B. Murray at (850)222-8440.<br />

Mu--:7<br />

Reverend Dr. R.B. Holmes, Jr.<br />

Pastor<br />

c: Mr. Vince long, Leon County Administrator<br />

Ms. Sandra King, Bethel Tower Director<br />

Page 48 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #4<br />

Page 49 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #4<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Approval of Payment of Bills and Vouchers Submitted for<br />

June 18, 2013, and Pre-Approval of Payment of Bills and Vouchers for the<br />

Period of June 19 through July 8, 2013<br />

County Administrator<br />

Review and Approval:<br />

Department/Division<br />

Review:<br />

Lead Staff/<br />

Project Team:<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

Scott Ross, Director, Office of Financial Stewardship<br />

Fiscal Impact:<br />

This item has a fiscal impact. All funds authorized for the issuance of these checks have been<br />

budgeted.<br />

Staff Recommendation:<br />

Option #1: Approve the payment of bills and vouchers submitted for June 18, 2013, and preapprove<br />

the payment of bills and vouchers for the period of June 19 through<br />

July 8, 2013.<br />

Page 50 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Approval of Payment of Bills and Vouchers Submitted for June 18, 2013, and Pre-<br />

Approval of Payment of Bills and Vouchers for the Period of June 19 through July 8, 2013<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

This agenda item requests Board approval of the payment of bills and vouchers submitted for<br />

approval June 18, 2013 and pre-approval of payment of bills and vouchers for the period of<br />

June 19 through July 8, 2013. The Office of Financial Stewardship/Management and Budget<br />

(OMB) reviews the bills and vouchers printout, submitted for approval during the<br />

June 18, 2013 meeting, the morning of Monday, June 17, 2013. If for any reason, any of these<br />

bills are not recommended for approval, OMB will notify the Board.<br />

Due to the Board not meeting the fourth Tuesday in June or the first Tuesday in July, it is<br />

advisable for the Board to pre-approve payment of the County's bills for June 19 through<br />

July 8, 2013, so that vendors and service providers will not experience hardship because of<br />

delays in payment. The OMB office will continue to review the printouts prior to payment and if<br />

for any reason questions payment, then payment will be withheld until an inquiry is made and<br />

satisfied, or until the next scheduled Board meeting. Copies of the bills/vouchers printout will be<br />

available in OMB for review.<br />

Options:<br />

1. Approve the payment of bills and vouchers submitted for June 18, 2013, and pre-approve the<br />

payment of bills and vouchers for the period of June 19 through July 8, 2013.<br />

2. Do not approve the payment of bills and vouchers submitted for June 18, 2013, and do not<br />

pre-approve the payment of bills and vouchers for the period of June 19 through July 8, 2013.<br />

3. Board direction.<br />

Recommendation:<br />

Option #1.<br />

VSL/AR/SR/cc<br />

Page 51 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #5<br />

Page 52 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #5<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title:<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Acceptance of the FY 2012/2013 Mid-Year Financial Report<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

Scott Ross, Director of Office of Financial Stewardship<br />

Timothy Barden, Principal Management & Budget Analyst<br />

Felisa Barnes, Principal Management & Budget Analyst<br />

Timothy Carlson, Senior Management & Budget Analyst<br />

Chris Holley II, Management & Budget Analyst<br />

Kay Pelt-Walker, Management & Budget Analyst<br />

Damion Warren, Management & Budget Technician<br />

Fiscal Impact:<br />

This item summarizes the FY 2012/2013 year-to-date receipts for the County’s major revenues;<br />

provides the dollar amount that each program has spent to date over or under the FY 2012/2013<br />

budget; provides preliminary FY 2013/2014 revenue estimates; and, provides the FY 2012/2013<br />

estimated fund balance.<br />

Staff Recommendation:<br />

Option #1: Accept the FY 2012/2013 Mid-Year Financial Report (Attachment #1).<br />

Page 53 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the FY 2012/2013 Mid-Year Financial Report<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

OMB prepares two financial reports annually for Board consideration. The first is presented at<br />

the mid-point of the fiscal year to identify financial trends that are developing. This report also<br />

includes preliminary FY 2013/2014 revenue estimates. The second report is presented at the<br />

fiscal year-end to recap the financial performance of the County.<br />

Analysis:<br />

Included in the Mid-Year Financial Report are the following sections:<br />

Revenues<br />

This section summarizes and describes the FY 2012/2013 year-to-date (YTD) receipts for the<br />

County’s major revenues. It provides a comparison of these receipts to the FY 2011/2012 actual<br />

receipts and the FY 2012/2013 budget. It also provides preliminary FY 2013/2014 revenue<br />

estimates.<br />

Expenditures<br />

This section displays the FY 2012/2013 budgets for each program. It also shows the<br />

FY 2012/2013 actual expenditures and provides the dollar amount that each program has spent to<br />

date over or under the FY 2012/2013 budget as well as the percentage of the FY 2012/2013<br />

budget that each program has spent to date.<br />

Fund Balance<br />

This section compares the fund balances of each fund for the two prior fiscal years. It also<br />

shows the FY 2012/2013 estimated fund balance, the FY 2012/2013 adopted budget and it<br />

calculates the fund balance as a percentage of the budget in each fund for FY 2012/2013.<br />

Capital Improvement Program<br />

This section provides FY 2012/2013 YTD budget and expenditure information for each capital<br />

improvement project.<br />

Grants Program<br />

This section provides FY 2012/2013 YTD budget and expenditure information for all County<br />

grants as well as a description of each grant.<br />

Community Economic Profile<br />

This section tracks information about the community including information regarding<br />

population, higher education enrollment, visitors, unemployment, taxable retail sales, labor force,<br />

industry type employment, taxable value, principal taxpayers, permits, crime and homestead<br />

parcels.<br />

Financial Indicators<br />

This section provides financial information used to identify emerging trends in the County’s<br />

fiscal performance.<br />

Page 54 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the FY 2012/2013 Mid-Year Financial Report<br />

June 18, 2013<br />

Page 3<br />

Comparative Data<br />

This section provides a net budget, population, ad valorem tax collection, exempt property<br />

percentage, and staffing comparison between Leon County and other like-sized counties. It also<br />

identifies how Leon County ranks in comparison to all Florida counties in employees per 1,000<br />

residents, net budget per resident and percentage of exempt property<br />

Options:<br />

1. Accept the FY 2012/2013 Mid-Year Financial Report.<br />

2. Do not accept the FY 2012/2013 Mid-Year Financial Report.<br />

3. Board direction.<br />

Recommendation:<br />

Option #1.<br />

Attachment:<br />

1. FY 2012/2013 Mid-Year Financial Report<br />

VL/AR/SR/KPW/kpw<br />

Page 55 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County, Florida<br />

Board of County Commissioners<br />

Fiscal Year 2013<br />

Mid-Year Financial Report<br />

“People Focused. Performance Driven.”<br />

Tuesday, June 18, 2013<br />

Produced by<br />

The Office of Management & Budget<br />

Office of Financial Stewardship<br />

This publication can be viewed online, at the Leon County website:<br />

www.leoncountyfl.gov/omb/<br />

Attachment #1<br />

Page 1 of 62<br />

Page 56 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Mid-Year Financial Report<br />

AGENDA REQUEST<br />

REVENUES<br />

Table of Contents<br />

Major Revenue Summary ................................................................................................................................ 1<br />

Preliminary FY 2013 Revenue Estimates ........................................................................................................ 2<br />

Revenue Projections ........................................................................................................................................ 3<br />

General Fund/Fine & Forfeiture- Fund Balance ............................................................................................... 4<br />

Ad Valorem Taxes .......................................................................................................................................... 5<br />

State Revenue Sharing Tax ............................................................................................................................. 6<br />

Local Government ½ Cent Sales Tax .............................................................................................................. 7<br />

Communications Services Tax ........................................................................................................................ 8<br />

Public Service Tax ........................................................................................................................................... 9<br />

State Shared Gas Tax ................................................................................................................................... 10<br />

Local Option Gas Tax .................................................................................................................................... 11<br />

Local Option Sales Tax .................................................................................................................................. 12<br />

Local Option Tourist Tax ................................................................................................................................ 13<br />

Solid Waste Fees ........................................................................................................................................... 14<br />

Building Permit Fees ...................................................................................................................................... 15<br />

Environmental Permit Fees ............................................................................................................................ 16<br />

Ambulance Fees ............................................................................................................................................ 17<br />

Probation & Pre-Trial Fees ............................................................................................................................ 18<br />

Court Facilities Fees…………………………………………………………………………………………………..19<br />

EXPENDITURES<br />

Program Expenditure Summary ..................................................................................................................... 20<br />

FUND BALANCE<br />

Summary of Fund Balance & Retained Earnings (unaudited) ........................................................................ 24<br />

CAPITAL IMPROVEMENT PROGRAM<br />

Capital Improvement Program Summary ....................................................................................................... 26<br />

Culture and Recreation .................................................................................................................................. 27<br />

General Government ..................................................................................................................................... 27<br />

Health and Safety .......................................................................................................................................... 28<br />

Physical Environment .................................................................................................................................... 28<br />

Transportation .............................................................................................................................................. 29<br />

GRANTS PROGRAM<br />

Grants Program Summary ............................................................................................................................. 30<br />

COMMUNITY ECONOMIC PR<strong>OF</strong>ILE<br />

Community Economic Profile ......................................................................................................................... 36<br />

FINANCIAL INDICATORS<br />

Financial Indicators ........................................................................................................................................ 44<br />

COMPARATIVE DATA<br />

Attachment #1<br />

Page 2 of 62<br />

Comparative Data for Like-Sized Counties .................................................................................................... 49<br />

Comparative Data for Surrounding Counties ................................................................................................. 52<br />

Comparative Data for All Florida Counties ..................................................................................................... 55<br />

Page 57 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #5<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title:<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Acceptance of the FY 2012/2013 Mid - Year Financial Report<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

Scott Ross, Director of Office of Financial Stewardship<br />

Timothy Barden, Principal Management & Budget Analyst<br />

Felisa Barnes, Principal Management & Budget Analyst<br />

Timothy Carlson, Senior Management & Budget Analyst<br />

Chris Holley II, Management & Budget Analyst<br />

Kay Pelt-Walker, Management & Budget Analyst<br />

Damion Warren, Management & Budget Technician<br />

Fiscal Impact:<br />

This item summarizes the FY 2012/2013 year-to-date receipts for the County’s major revenues,<br />

provides the dollar amount that each program has spent to date over or under the FY 2012/2013<br />

budget, provides preliminary FY 2013/2014 revenue estimates and provides the FY 2012/2013<br />

estimated fund balance (Attachment #1).<br />

Staff Recommendation:<br />

Option #1: Accept the FY 2012/2013 Mid -Year Financial Report.<br />

Attachment #1<br />

Page 3 of 62<br />

Page 58 of 631 Posted at 6:15 p.m. on June 10, 2013


Report and Discussion<br />

Background:<br />

OMB prepares two financial reports annually for Board consideration. The first is presented at<br />

the mid-point of the fiscal year to identify financial trends that are developing. This report also<br />

includes preliminary FY 2013/2014 revenue estimates. The second report is presented at the<br />

fiscal year-end to recap the financial performance of the County.<br />

Analysis:<br />

Included in the Mid-Year Financial Report are the following sections:<br />

Attachment #1<br />

Page 4 of 62<br />

Revenues<br />

This section summarizes and describes the FY 2012/2013 year-to-date (YTD) receipts for the<br />

County’s major revenues. It provides a comparison of these receipts to the FY 2011/2012 actual<br />

receipts and the FY 2012/2013 budget. It also provides preliminary FY 2013/2014 revenue<br />

estimates.<br />

Expenditures<br />

This section displays the FY 2012/2013 budgets for each program. It also shows the FY<br />

2012/2013 actual expenditures and provides the dollar amount that each program has spent to<br />

date over or under the FY 2012/2013 budget as well as the percentage of the FY 2012/2013<br />

budget that each program has spent to date.<br />

Fund Balance<br />

This section compares the fund balances of each fund for the two prior fiscal years. It also<br />

shows the FY 2012/2013 estimated fund balance, the FY 2012/2013 adopted budget and it<br />

calculates the fund balance as a percentage of the budget in each fund for FY 2012/2013.<br />

Capital Improvement Program<br />

This section provides FY 2012/2013 YTD budget and expenditure information for each capital<br />

improvement project.<br />

Grants Program<br />

This section provides FY 2012/2013 YTD budget and expenditure information for all County<br />

grants as well as a description of each grant.<br />

Community Economic Profile<br />

This section tracks information about the community including information regarding<br />

population, higher education enrollment, visitors, unemployment, taxable retail sales, labor force,<br />

industry type employment, taxable value, principal taxpayers, permits, crime and homestead<br />

parcels.<br />

Financial Indicators<br />

This section provides financial information used to identify emerging trends in the County’s<br />

fiscal performance.<br />

Page 59 of 631 Posted at 6:15 p.m. on June 10, 2013


Comparative Data<br />

This section provides a net budget, population, ad valorem tax collection, exempt property<br />

percentage, and staffing comparison between Leon County and other like-sized counties. It also<br />

identifies how Leon County ranks in comparison to all Florida counties in employees per 1,000<br />

residents, net budget per resident and percentage of exempt property<br />

Options:<br />

1. Accept the FY 2012/2013 Mid -Year Financial Report.<br />

2. Do not accept the FY 2012/2013 Mid -Year Financial Report.<br />

3. Board Direction.<br />

Recommendation:<br />

Option #1<br />

Attachments:<br />

1. FY 2012/2013 Mid - Year Financial Report<br />

VL/AR/SR/KPW/kpw<br />

Attachment #1<br />

Page 5 of 62<br />

Page 60 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Mid-Year Financial Report<br />

MAJOR REVENUE SUMMARY<br />

Total FY13 budgeted revenues shown below represents approximately 77% of all FY13 budgeted County revenues. (1)<br />

Revenue Source FY13 Budget FY12 YTD Actual<br />

Ad Valorem Taxes 104,367,480<br />

State Revenue Sharing (2) 4,150,550<br />

Communication Serv. Tax (3) 3,151,150<br />

Public Services Tax (4) 6,568,300<br />

State Shared Gas Tax (5) 3,718,300<br />

Local Option Gas Tax (5) 4,807,950<br />

Local 1/2 Cent Sales Tax (2) 10,110,850<br />

Local Option Sales Tax (2) 3,390,740<br />

Local Option Tourist Tax (6) 4,100,675<br />

Solid Waste Fees (7) 8,831,313<br />

Building Permits Fees (8) 960,925<br />

Environmental Permit Fees (9) 608,095<br />

Ambulance Fees (10) 8,854,000<br />

Probation and Pre-Trial Fees (11) 1,027,520<br />

Court Facilities Fees (12) 1,358,500<br />

Fire Services Fee (13) 6,394,772<br />

Interest Income - GF/FF (14) 582,350<br />

Interest Income - Other (14) 1,702,411<br />

92,622,985<br />

2,770,842<br />

2,133,126<br />

3,811,255<br />

1,876,276<br />

2,454,007<br />

6,219,301<br />

2,095,114<br />

2,510,686<br />

5,645,615<br />

879,730<br />

386,446<br />

6,049,892<br />

661,345<br />

817,684<br />

4,725,195<br />

304,713<br />

829,445<br />

FY13 YTD<br />

Budget<br />

98,174,023<br />

2,677,356<br />

1,849,780<br />

3,784,508<br />

1,814,678<br />

2,341,009<br />

6,003,960<br />

2,007,469<br />

2,389,824<br />

5,887,542<br />

624,128<br />

415,023<br />

5,252,010<br />

616,501<br />

775,148<br />

4,850,694<br />

291,175<br />

851,206<br />

FY13 YTD Actual<br />

102,731,629<br />

2,811,019<br />

2,056,736<br />

3,971,222<br />

1,870,000<br />

2,355,122<br />

6,357,160<br />

2,149,986<br />

2,428,964<br />

5,541,725<br />

911,954<br />

442,407<br />

6,396,012<br />

649,063<br />

841,381<br />

4,992,154<br />

327,297<br />

896,568<br />

FY12 YTD Actuals<br />

vs. FY13 YTD<br />

Actuals<br />

FY13 YTD Budget<br />

vs. FY13 YTD<br />

Actuals<br />

10.9% 4.6%<br />

1.4% 5.0%<br />

-3.6% 11.2%<br />

4.2% 4.9%<br />

-0.3% 3.0%<br />

-4.0% 0.6%<br />

2.2% 5.9%<br />

2.6% 7.1%<br />

-3.3% 1.6%<br />

-1.8% -5.9%<br />

3.7% 46.1%<br />

14.5% 6.6%<br />

5.7% 21.8%<br />

-1.9% 5.3%<br />

2.9% 8.5%<br />

5.6% 2.9%<br />

-4.4% 12.4%<br />

2.6% 5.3%<br />

TOTAL: $ 174,685,881 $ 136,793,658 $ 140,606,033 $ 147,730,399 8.0% 5.1%<br />

Attachment #1<br />

Page 6 of 62<br />

Notes:<br />

(1) The percentage is based on all County revenues net of transfers and appropriated fund balance.<br />

(2) The 1/2 Cent Sales Tax and State Revenue Sharing are both State shared revenues supported by state and local sales tax collections.<br />

Overall, local sales tax transactions have been higher, indicating a continued economic recovery.<br />

(3) The Communication Services Tax includes a $2.5 million audit reimbursement from the state with a $1.3 million lump sum payment<br />

distributed in December 2009 and the remainder prorated monthly with payments of $33,456 beginning in February 2009 until December<br />

2012. Leon County's decline in this revenue follows a statewide trend.<br />

(4) While the Public Service Tax shows an increase from FY12, due to the City recently providing records that show a $2.1 million<br />

overpayment from the last three years projections have been lowered for FY14 to account for the payback which will occur over the next 36<br />

months.<br />

(5) Decreased fuel consumption due to the recession and high fuel cost has caused a moderate decrease in gas tax revenue.<br />

(6) Year to year decline is primarily due to the legislative session being held two months later than in FY12. Bed tax revenues associated<br />

with the end of session have not been reconciled.<br />

(7) Due to decreased year to date tonnage at the transfer station solid waste station revenues are currently less than the previous year and<br />

what is budgeted for the current year.<br />

(8) As the housing market continues to rebound in the current economy an increase in new construction and multi family housing permits<br />

has been seen, resulting in an increase in revenue for FY13.<br />

(9) As economic conditions continue to improve in the development/construction industry, development approval and environmental permit<br />

revenue has seen the beginnings of a rebound.<br />

(10) This revenue is anticipate to decline by years end due to recent information that indicates collections to actual billings are dropping<br />

from 41% to 36% of total billings.<br />

(11) The slight revenue increase in the probation/pre-trial program is attributed to higher than expected revenue associated with the new<br />

urinalysis testing program, while no overall decrease in revenue is due to continued fee waivers and the privatization of the GPS program.<br />

(12) The Court Facilities fees were increased in February FY10 from $15 to $30. This fee change is the reason for the steady increase in<br />

revenue collection.<br />

(13) The fire services fee was implemented for FY10. Revenues shown reflect collections by the City of Tallahassee and non ad valorem<br />

assessments placed on the County tax bill. Year-to-date collections are lower due to under-collections by the City of an estimated 1,012<br />

delinquent accounts, which will be transferred from quarterly billing to next years tax bills.<br />

(14) In an effort to affect economic recovery, the Federal Reserve has continued to keep interest rates low, directly influencing interest<br />

earnings on County funds. While interest earnings to date are above forecasted returns, the rate of return is comparable to FY12 levels.<br />

Interest classified as other will decline in out-years as budgeted capital reserves are expended.<br />

Page 61 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Mid-Year Financial Report<br />

PRELIMINARY FY 2014 REVENUE ESTIMATES<br />

All revenues below are shown as they are budgeted, which is 95% of the actual amount anticipated. (1)<br />

Attachment #1<br />

Page 7 of 62<br />

Revenue Source<br />

FY12<br />

Budget<br />

FY13<br />

Budget<br />

FY14<br />

Prelim. Budget<br />

FY13 to FY14<br />

% Change (2)<br />

General Revenues or Restricted Revenues: Supplemented by General Revenues<br />

Ad Valorem Taxes (3) 104,995,281 104,367,480 104,717,055<br />

0.3%<br />

State Revenue Sharing Tax (2) 4,107,800<br />

4,150,550<br />

4,138,200<br />

-0.3%<br />

Communication Services Tax (4) 3,280,625<br />

3,151,150<br />

3,365,850<br />

6.4%<br />

Public Services Tax (2) 6,533,150<br />

6,568,300<br />

5,243,000<br />

-25.3%<br />

Local Government 1/2 Cent Sales Tax 10,173,550<br />

10,110,850<br />

10,583,000 4.5%<br />

Environmental Permit Fees (5) 956,560<br />

608,095<br />

598,975<br />

-1.5%<br />

Probation Fees 1,119,005<br />

1,027,520<br />

1,024,385<br />

-0.3%<br />

Court Facilities Fees 1,249,250<br />

1,358,500<br />

1,384,150<br />

1.9%<br />

Interest Income - General Fund/Fine & Forfeiture 609,425<br />

582,350<br />

1,005,765<br />

42.1%<br />

Subtotal: $ 133,024,646 $ 131,924,795 $ 132,060,380<br />

0.1%<br />

Comparison to Previous Year Budget<br />

Gas Taxes (2)<br />

-<br />

(1,099,851)<br />

135,585<br />

State Shared Gas Tax 3,691,700<br />

3,718,300<br />

3,621,400<br />

-2.7%<br />

Local Option Gas Taxes 4,743,350<br />

4,807,950<br />

4,586,600<br />

-4.8%<br />

Subtotal: $ 8,435,050 $ 8,526,250 $ 8,208,000<br />

-3.9%<br />

Comparison to Previous Year Budget<br />

Restricted Revenues: No General Revenue Support<br />

-<br />

91,200<br />

(318,250)<br />

Ambulance Fees (6) 9,167,500<br />

8,854,000<br />

8,303,000<br />

-6.6%<br />

Building Permit Fees (5) 994,175<br />

960,925<br />

1,201,370<br />

20.0%<br />

Local Option Sales Tax Extension 3,296,405<br />

3,390,740<br />

3,593,850 5.7%<br />

Local Option Tourist Tax 3,916,850<br />

4,100,675<br />

4,105,283<br />

0.1%<br />

Fire Services Fee (7) 6,937,061<br />

6,394,772<br />

TBD 0.0%<br />

Solid Waste Fees (8) 8,458,990<br />

8,831,313<br />

TBD<br />

*Subtotal: $ 17,374,930 $ 17,306,340 $ 17,203,503<br />

-0.6%<br />

Comparison to Previous Year Budget -<br />

(68,590)<br />

(102,837)<br />

TOTAL: $ 158,834,626 $ 157,757,385 $ 157,471,883<br />

-0.2%<br />

*FY12 and FY13 budget subtotals exclude Fire Service Fees and Solid Waste Fees due to the unavailability of FY14 preliminary budget figures at the<br />

time of publishing.<br />

Notes:<br />

(1) According to Florida Statutes, all revenues must be budgeted at 95%. Budget estimates are preliminary and may be adjusted if necessary<br />

as additional information becomes available prior to the July budget workshops.<br />

(2) Certain revenue projections associated with the usage of electric utilities have decreased from the FY12 budget. This is due to the<br />

overpayment by the City of Tallahasse in electric public service taxes over the past three years by $2.1 million. The FY13 and FY14 forecasts<br />

have been adjusted to relect the payback of these overpayments through withholding over the next 36 months. Other revenue projections, such<br />

as building permits and sales taxes are expected to increase slightly, an indication of the economic recovery.<br />

(3) The FY14 estimatesare based on preliminary valuations released by the Property Appraiser on June 1, 2013 that show a rate consitent with<br />

the previous fiscal year. This number will be updated upon receipt of formal valuations provided July 1, 2013.<br />

(4) The final reimbursement schedule concluded in December 2012. Revenues are forecasted to increase slightly with the econmic recovery.<br />

(5) Environmental Permit Fees continue to be hardest hit by the decline in development activity; however recent revenue trends suggest a<br />

leveling in FY14. The increase in Building permits are related to the growth in both new construction and the permitting of new developments.<br />

(6) The decline in forecasted revenue for FY13 and FY14 is due to a decrease in billing collections. Historically, billing receipts were 41% of<br />

total billing. Over the last year receipts have fallen to 36% of total billings.<br />

(7) The decrease in FY13 fire service fees is due to delinquent collections that were moved to the tax bill as non ad valorem assessments that<br />

are not paid through the City's quarterly billing system, which are subsequently collected the following year. The decrease in FY13 accounts for<br />

the collection of delinquent due amounts on preceding tax bills. The FY14 estimates are not available from the City of Tallahassee at this time.<br />

(8) FY13 increased revenue is due to estimated increase in tonnage at the transfer station and an increase in the tipping fee. Preliminary FY14<br />

estimates are not available due to final negotiations with the City of Tallahassee regarding the new tipping fee based on a decrease in the<br />

hauling rate to Waste Managements Springhill facility.<br />

Page 62 of 631 Posted at 6:15 p.m. on June 10, 2013


FY 2013 AND FY 2014 REVENUE PROJECTIONS<br />

Adopted Budget FY 2013, Projected Actuals FY 2013, and Estimated Budget FY 2014<br />

$14.0<br />

$12.0<br />

$10.0<br />

$8.0<br />

$6.0<br />

$4.0<br />

$2.0<br />

$0.0<br />

Millions<br />

$3.4<br />

$3.7<br />

$3.6<br />

Local Option<br />

Sales Tax<br />

$4.2<br />

$4.3<br />

$4.1<br />

State Rev<br />

Sharing<br />

$10.1<br />

$10.8<br />

$10.6<br />

1/2 Cent<br />

Sales Tax<br />

$8.8<br />

$8.9<br />

Solid Waste<br />

Fees<br />

$8.5<br />

$8.7<br />

$8.2<br />

$4.1<br />

$3.8<br />

$4.1<br />

Gas Taxes Tourist<br />

Develop.<br />

Taxes<br />

$1.6<br />

$2.2<br />

FY13 Adopted<br />

FY13 Projected<br />

FY14 Budget Estimate<br />

$1.8<br />

Building and<br />

Env Fees<br />

$3.2<br />

$3.5<br />

$3.4<br />

Comm.<br />

Services Tax<br />

Adopted Budget FY 2013, Projected Actual Collections FY 2013, and Estimated Budget FY 2014:<br />

Attachment #1<br />

Page 8 of 62<br />

$6.6<br />

$6.1<br />

$5.2<br />

Public<br />

Service Tax<br />

This chart illustrates a comparison between the current budget, the projected actual collections for FY 2013, and the<br />

FY 2014 budget estimates. The chart depicts FY14 revenues forecasted at 95% as required by Florida Statute.<br />

Detailed charts of these revenues are shown on the subsequent pages, including ad valorem taxes.<br />

Page 63 of 631 Posted at 6:15 p.m. on June 10, 2013


GENERAL FUND /FINE AND FORFEITURE- FUND BALANCE<br />

General/Fine and Forfeiture Fund Balance<br />

Millions<br />

$48.00<br />

$40.00<br />

$32.00<br />

$24.00<br />

$16.00<br />

$8.00<br />

$0.00<br />

$41.83<br />

$24.50<br />

$25.70<br />

$30.69<br />

31.73<br />

$35.03<br />

$29.94<br />

FY07 FY08 FY09 FY10 FY11 FY12 FY13<br />

Estimate<br />

Attachment #1<br />

Page 9 of 62<br />

General/Fine and Forfeiture Fund<br />

Balance:<br />

Fund Balance is maintained for cash<br />

flow purposes, as an emergency<br />

reserve and a reserve for one-time<br />

capital improvement needs. In<br />

addition, the amount of fund balance<br />

is used by rating agencies in<br />

determining the bond rating for local<br />

governments. The Leon County<br />

Reserves Policy requires fund<br />

balances to be between a minimum<br />

of 15% and a maximum of 30% of<br />

operating expenditures. The<br />

unaudited fund balance for FY13 is<br />

$29.94 million. This reflects 25% of<br />

operating expenditures and is<br />

consistent with the County’s<br />

Reserve Policy.<br />

Other than the excess fees<br />

budgeted for the Tax Collector,<br />

FY13 estimates do not include the<br />

return of possible excess fees from<br />

the Constitutional Officers.<br />

Page 64 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$140.0<br />

$120.0<br />

$100.0<br />

$80.0<br />

$60.0<br />

$40.0<br />

$20.0<br />

Millions<br />

$118.1<br />

$110.1<br />

$108.2<br />

AD VALOREM TAXES<br />

$105.1 $104.4 $102.7<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Millions<br />

$90<br />

$80<br />

$70<br />

$60<br />

$50<br />

$40<br />

$30<br />

$20<br />

$10<br />

$0<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

FY13 YTD<br />

Actual<br />

June<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$106.3<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

August<br />

$104.7<br />

FY14 Est.<br />

Budget<br />

September<br />

Background:<br />

Ad Valorem taxes are derived from all<br />

non-exempt real and personal<br />

properties located within Leon<br />

County. The non-voted countywide<br />

millage rate is constitutionally capped<br />

at 10 mills (Article VII, Section 9(a)<br />

and (b)).<br />

The amounts shown are the<br />

combined General Fund and Fine and<br />

Forfeiture Fund levies.<br />

Trend:<br />

In January 2008 a constitutional<br />

amendment was passed that<br />

established restrictions on property<br />

valuations, such as an additional<br />

$25,000 homestead exemption and<br />

Save Our Homes tax portability.<br />

These restrictions will restrict future<br />

growth in ad valorem taxes. The<br />

forecasted trend shows a leveling of<br />

the preceding years decline in<br />

property values.<br />

Fiscal Year 2014 Ad Valorem tax<br />

estimates are based on preliminary<br />

valuation provide by the Property<br />

Appraiser’s Office on June 1, 2014.<br />

Due to the automatic 45 day filing<br />

extension on tangible personal<br />

property values, an additional<br />

$100,000 million in values was added<br />

to the June 1, 2013 valuations<br />

provided by the Property Appraiser.<br />

FY12 Budget: $104,955,281<br />

FY12 Actual: $105,069,896<br />

Attachment #1<br />

Page 10 of 62<br />

FY13 Budget: $104,367,480<br />

FY13 YTD Actual: $102,731,629<br />

FY13 Projected Actual: $106,298,000<br />

FY14 Estimated Budget: $104,717,055<br />

Page 65 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

Millions<br />

$6.0<br />

$5.0<br />

$4.0<br />

$3.0<br />

$2.0<br />

$1.0<br />

$0.0<br />

$4.56<br />

$4.09 $4.10<br />

$4.24<br />

STATE REVENUE SHARING TAX<br />

$4.37<br />

$4.15<br />

FY08 FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Thousands<br />

$600<br />

$500<br />

$400<br />

$300<br />

$200<br />

$100<br />

$0<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$2.81<br />

FY13 YTD<br />

Actual<br />

June<br />

July<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$4.27<br />

$4.14<br />

FY13 FY14 Est.<br />

Projected<br />

Actual<br />

Budget<br />

August<br />

September<br />

Background:<br />

The Florida Revenue Sharing Act of<br />

1972 was an attempt by the<br />

Legislature to ensure a minimum<br />

level of parity across units of local<br />

government when distributing<br />

statewide revenue. Currently, the<br />

Revenue Sharing Trust Fund for<br />

Counties receives 2.9% of the net<br />

cigarette tax collections and 2.25%<br />

of sales and use tax collections.<br />

Effective July 1, 2004, the<br />

distribution formula reduced the<br />

County's share to 2.044% or a net<br />

reduction of approximately 10%.<br />

The sales and use tax collections<br />

provide approximately 96% of the<br />

total revenue shared with counties,<br />

with the cigarette tax collections<br />

making up the small remaining<br />

portion. These funds are collected<br />

and distributed on a monthly basis<br />

by the Florida Department of<br />

Revenue.<br />

Trend:<br />

Since FY08, Leon County<br />

experienced a decrease in state<br />

revenue sharing taxes due to the<br />

recession. The most recent trend<br />

has seen a leveling from the decline<br />

in statewide sales collections which<br />

is projected to continue for FY13.<br />

During the 2013 General Revenue<br />

Estimating Conference, the State<br />

expects to see modest positive<br />

growth in FY14 and the out-years.<br />

FY12 Budget: $4,107,800<br />

FY12 Actual: $4,371,005<br />

Attachment #1<br />

Page 11 of 62<br />

FY13 Budget: $4,150,550<br />

FY13 YTD Actual: $2,811,019<br />

FY13 Projected Actual: $4,268,163<br />

FY14 Estimated Budget: $4,138,200<br />

Page 66 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

Millions<br />

$16.0<br />

$14.0<br />

$12.0<br />

$10.0<br />

$8.0<br />

$6.0<br />

$4.0<br />

$2.0<br />

$0.0<br />

$10.47<br />

$10.29<br />

$9.79<br />

LOCAL GOVERNMENT ½ CENT SALES TAX<br />

$10.45<br />

$10.11<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Millions<br />

$1.20<br />

$1.00<br />

$0.80<br />

$0.60<br />

$0.40<br />

$0.20<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$6.36<br />

FY13 YTD<br />

Actuals<br />

June<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$10.82<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

August<br />

$10.58<br />

FY14 Est.<br />

Budget<br />

September<br />

Background:<br />

The Local Government 1/2 Cent<br />

Sales Tax is based on 9.653% of net<br />

sales tax proceeds remitted by all<br />

sales tax dealers located within Leon<br />

County. Effective July 1, 2004, the<br />

distribution formula reduces the<br />

County's share to 8.814% or a net<br />

reduction of approximately 9.5%. The<br />

revenue is split 56.6% County and<br />

43.4% City based on a statutory<br />

defined distribution formula (Florida<br />

Statutes Part VI, Chapter 218).<br />

The amounts shown are the County’s<br />

share only.<br />

Trend:<br />

Sales tax revenue steadily declined<br />

from FY09 – FY11, a trend that ended<br />

in FY12. Projected actuals for FY13<br />

and FY14 preliminary budget<br />

forecasts show an increase over the<br />

FY13 budget signaling a slow<br />

economic recovery.<br />

FY12 Budget: $10,173,550<br />

FY12 Actual: $10,445,949<br />

Attachment #1<br />

Page 12 of 62<br />

FY13 Budget: $10,110,850<br />

FY13 YTD Actual: $6,357,160<br />

FY13 Projected Actual: $10,815,504<br />

FY14 Estimated Budget: $10,583,000<br />

Page 67 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$6.0<br />

$5.0<br />

$4.0<br />

$3.0<br />

$2.0<br />

$1.0<br />

$0.0<br />

Millions<br />

$5.53<br />

$4.62<br />

$3.92<br />

$3.59<br />

COMMUNICATION SERVICES TAX<br />

$3.15<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

$600<br />

$500<br />

$400<br />

$300<br />

$200<br />

$100<br />

$0<br />

Thousands<br />

$2.06<br />

FY13 YTD<br />

Actual<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$3.51<br />

FY13<br />

Projected<br />

Actuals<br />

$3.37<br />

FY14 Est.<br />

Budget<br />

Background:<br />

The Communication Services Tax<br />

combined 7 different State and local<br />

taxes or fees by replacing them with<br />

a 2 tiered tax, each with its own<br />

rate. These 2 taxes are (1) The<br />

State Communication Services Tax<br />

and (2) The Local Option<br />

Communication Services Tax. The<br />

County correspondingly eliminated<br />

its 5% Cable Franchise Fee and<br />

certain right of way permit fees.<br />

Becoming a Charter county allowed<br />

the County to levy at a rate of<br />

5.22%. This corresponds with the<br />

rate being levied by the City. The<br />

County increased the rate in<br />

February of 2004.<br />

Trend:<br />

Beginning in FY09, actual revenues<br />

began to decrease statewide. This<br />

trend is expected to hold for FY13<br />

with small growth over future fiscal<br />

years.<br />

In December 2008, the County<br />

received a $2.5 million audit<br />

adjustment from the State,<br />

distributed in the form of a $1.3<br />

million lump sum payment in<br />

December of FY09 with the<br />

remainder prorated in equal<br />

monthly payments of $33,429 from<br />

February 2009 until December<br />

2012. These monthly adjustment<br />

payments have been contemplated<br />

in the budget graphs, accounting for<br />

the higher than expected revenue<br />

figures in past years.<br />

FY12 Budget: $3,280,625<br />

FY12 Actual: $3,594,407<br />

Attachment #1<br />

Page 13 of 62<br />

FY13 Budget: $3,151,150<br />

FY13 YTD Actual: $2,056,736<br />

FY13 Projected Actual: $3,510,084<br />

FY14 Estimated Budget: $3,365,850<br />

Page 68 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$8.00<br />

$7.00<br />

$6.00<br />

$5.00<br />

$4.00<br />

$3.00<br />

$2.00<br />

$1.00<br />

Millions<br />

$5.91<br />

$6.23 $6.21<br />

$7.27<br />

PUBLIC SERVICES TAX<br />

$6.57<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Thousands<br />

$800<br />

$700<br />

$600<br />

$500<br />

$400<br />

$300<br />

$200<br />

$100<br />

$0<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

$3.97<br />

FY13 YTD<br />

Actual<br />

May<br />

June<br />

$6.01<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$5.24<br />

FY14 Est.<br />

Budget<br />

August<br />

September<br />

Background:<br />

The Public Services Tax is a 10%<br />

tax levied upon each purchase of<br />

electricity, water, and metered or<br />

bottled gas within the<br />

unincorporated areas of the<br />

County. It is also levied at $.04<br />

per gallon on the purchase of fuel<br />

oil within the unincorporated areas<br />

of the County.<br />

Trend:<br />

Due to its consumption basis, this<br />

tax is subject to many variables<br />

including rates and usage.<br />

Revenues have steadily trended<br />

upward since FY09, however<br />

recently the City of Tallahassee<br />

determined it had incorrectly<br />

overpaid $2.1 million on the<br />

electric portion of the tax for the<br />

past three years. As such, future<br />

year’s revenue projections reflect<br />

the payback of these revenues<br />

through withholding over the next<br />

36 months. As shown in the<br />

monthly totals the payback began<br />

in March 2013.<br />

FY12 Budget: $6,533,150<br />

FY12 Actual: $7,266,951<br />

Attachment #1<br />

Page 14 of 62<br />

FY13 Budget: $6,568,300<br />

FY13 YTD Actual: $3,971,222<br />

FY13 Projected Actual: 6,068,746<br />

FY14 Estimated Budget: $5,243,000<br />

Page 69 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$4.50<br />

$4.00<br />

$3.50<br />

$3.00<br />

$2.50<br />

$2.00<br />

$1.50<br />

$1.00<br />

$0.50<br />

$0.00<br />

Millions<br />

$3.80 $3.79 $3.80 $3.86<br />

STATE SHARED GAS TAX<br />

$3.72<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Thousands<br />

$375<br />

$350<br />

$325<br />

$300<br />

$275<br />

$250<br />

$225<br />

$200<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$1.87<br />

FY13 YTD<br />

Actuals<br />

June<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$3.82<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

August<br />

$3.62<br />

FY14 Est.<br />

Budget<br />

September<br />

Background:<br />

The State Shared Gas Tax<br />

consists of 2 discrete revenue<br />

streams: County Fuel Tax and the<br />

Constitutional Gas Tax. These<br />

revenues are all restricted to<br />

transportation related expenditures<br />

(Florida Statutes 206 and others).<br />

These revenue streams are<br />

disbursed from the State based on<br />

a distribution formula consisting of<br />

county area, population, and<br />

collection.<br />

Trend:<br />

This is a consumption based tax<br />

on gallons purchased. Prior to<br />

FY09 there was modest growth in<br />

this revenue stream. Decreased<br />

fuel consumption due to the<br />

recession and high fuel cost has<br />

caused a moderate decrease in<br />

gas tax revenue over time.<br />

In FY13, Leon County is<br />

anticipating collecting a slightly<br />

higher amount of gas tax revenues<br />

than originally budgeted based on<br />

current revenue received and<br />

revised highway fuel sales<br />

estimates from the Transportation<br />

Revenue Estimating Conference.<br />

FY14 projects a continued decline<br />

in this revenue.<br />

FY12 Budget: $3,691,700<br />

FY12 Actual: $3,860,907<br />

Attachment #1<br />

Page 15 of 62<br />

FY13 Budget: $3,718,300<br />

FY13 YTD Actual: $1,870,000<br />

FY13 Projected Actual: $3,823,321<br />

FY14 Estimated Budget: $3,621,400<br />

Page 70 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

Millions<br />

$6.00<br />

$5.25<br />

$4.50<br />

$3.75<br />

$3.00<br />

$2.25<br />

$1.50<br />

$0.75<br />

$0.00<br />

$1.33<br />

$3.44<br />

$1.34<br />

$3.48<br />

$1.27<br />

$3.43<br />

1.39<br />

3.61<br />

LOCAL OPTION GAS TAX<br />

$1.34<br />

$3.47<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

$500<br />

$450<br />

$400<br />

$350<br />

$300<br />

$250<br />

$200<br />

$150<br />

Thousands<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$0.66<br />

$1.70<br />

FY13 YTD<br />

Actuals<br />

June<br />

July<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$1.35<br />

$3.50<br />

FY13<br />

Projected<br />

Actuals<br />

August<br />

9th Cent<br />

Local<br />

September<br />

$1.24<br />

$3.35<br />

FY14 Est.<br />

Budget<br />

Background:<br />

9th Cent Gas Tax: This tax was a<br />

State imposed 1 cent tax on special<br />

and diesel fuel. Beginning in FY02,<br />

the County began to levy the amount<br />

locally on all fuel consumption.<br />

Local Option Gas Tax: This tax is a<br />

locally imposed 6 cents per gallon<br />

tax on every net gallon of motor and<br />

diesel fuel. Per an inter-local<br />

agreements, this revenue is shared<br />

50% - 50% for the first 4 cents<br />

between the City and County, and<br />

60% City and 40% County for the<br />

remaining 2 cents. This equates to<br />

the County 46% and the City 54%.<br />

Funds are restricted to transportation<br />

related expenditures. This gas tax<br />

will sunset in August 2015.<br />

The amounts shown are the<br />

County’s share only.<br />

Trend:<br />

This is a consumption based tax on<br />

gallons purchased. Since FY09, fuel<br />

consumption has fluctuated slightly<br />

due to unstable gas prices.<br />

In FY12, Leon County collected a<br />

slightly higher amount of gas tax<br />

revenue and anticipates similar<br />

levels in FY13 and out-years. The<br />

forecast of gas tax revenues has<br />

become increasingly uncertain as<br />

pump prices continue to fluctuate<br />

throughout the year.<br />

FY12 Budget: $4,743,350<br />

FY12 Actual: $5,009,139<br />

Attachment #1<br />

Page 16 of 62<br />

FY13 Budget: $4,807,950<br />

FY13 YTD Actual: $2,355,122<br />

FY13 Projected Actual: $4,854,851<br />

FY14 Estimated Budget: $4,586,600<br />

Page 71 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

5.0<br />

4.0<br />

3.0<br />

2.0<br />

1.0<br />

0.0<br />

Millions<br />

$3.45<br />

3.38<br />

$3.44<br />

$3.52<br />

LOCAL OPTION SALES TAX<br />

$3.39<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Thousands<br />

$400.0<br />

$350.0<br />

$300.0<br />

$250.0<br />

$200.0<br />

$150.0<br />

$100.0<br />

$50.0<br />

$0.0<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$2.15<br />

FY13 YTD<br />

Actuals<br />

June<br />

$3.69<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

August<br />

FY12 Actual FY13 Budget FY13 Actual<br />

September<br />

$3.59<br />

FY14 Est.<br />

Budget<br />

Background:<br />

In a November 2000 referendum,<br />

the sales tax was extended for an<br />

additional 15 years beginning in<br />

2004. The revenues are<br />

distributed at a rate of 10% to the<br />

County, 10% to the City, and 80%<br />

to Blueprint 2000. The Local<br />

Option Sales Tax is a 1 cent sales<br />

tax on all transactions up to<br />

$5,000.<br />

The amounts shown are the<br />

County's share only.<br />

Trend:<br />

Leon County anticipates collecting<br />

a slightly higher amount of local<br />

sales tax as budgeted in FY13.<br />

This indicates a recovering<br />

economy and a return of<br />

consumer spending. The FY14<br />

estimated budget continues the<br />

modest upward trend in expected<br />

consumer spending.<br />

FY12 Budget: $3,296,405<br />

FY12 Actual: $3,520,069<br />

Attachment #1<br />

Page 17 of 62<br />

FY13 Budget: $3,390,740<br />

FY13 YTD Actual: $2,149,986<br />

FY13 Projected Actual: $3,691,160<br />

FY14 Estimated Budget: $3,593,850<br />

Page 72 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$4.5<br />

$4.0<br />

$3.5<br />

$3.0<br />

$2.5<br />

$2.0<br />

$1.5<br />

$1.0<br />

$0.5<br />

$0.0<br />

Millions<br />

$0.72<br />

$2.45<br />

0.71<br />

$2.84<br />

$0.71<br />

$2.99<br />

0.82<br />

$3.29<br />

LOCAL OPTION TOURIST TAX<br />

$0.82<br />

$3.28<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

$600<br />

$500<br />

$400<br />

$300<br />

$200<br />

$100<br />

$0<br />

October<br />

Thousands<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$0.49<br />

$1.94<br />

FY13 YTD<br />

Actuals<br />

June<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$0.77<br />

$3.07<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

August<br />

$0.82<br />

$3.28<br />

FY14 Est.<br />

Budget<br />

September<br />

Background:<br />

The Local Option Tourist Tax is a<br />

locally imposed 5% tax levied on<br />

rentals and leases of less than 6month<br />

duration. This tax is<br />

administered locally by the Tax<br />

Collector. The funds are restricted to<br />

advertising, public relations,<br />

promotional programs, visitor<br />

services and approved special<br />

events (Florida Statute 125.014).<br />

This tax dedicates one cent to the<br />

performing arts center.<br />

On March 19, 2009, the Board<br />

approved to increase total taxes<br />

levied on rentals and leases of less<br />

than 6-month duration by 1%. The<br />

total taxes levied are now 5%. The<br />

additional 1% became effective on<br />

May 1, 2009.<br />

The additional 1% will be used for<br />

marketing as specified in the TDC<br />

Strategic Plan until October 2013.<br />

Trend:<br />

Subsiding recessionary economic<br />

conditions allowed for an increase in<br />

tourist tax revenue from FY09 to<br />

FY12. The additional one cent<br />

levied in May 2009, along with an<br />

increase in available rooms,<br />

increased rates, and an increase in<br />

the business travelers sector of the<br />

market contributed to the increase<br />

over the previous three years, while<br />

FY13 and FY14 revenues are<br />

projected to remain flat.<br />

FY12 Budget: $3,916,850<br />

FY12 Actual: $4,106,620<br />

Attachment #1<br />

Page 18 of 62<br />

FY13 Budget: $4,100,675<br />

FY13 YTD Actual: $2,428,964<br />

FY13 Projected Actual: $3,834,585<br />

FY14 Estimated Budget: $4,105,283<br />

Page 73 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

Millions<br />

$12.00<br />

$10.00<br />

$8.00<br />

$6.00<br />

$4.00<br />

$2.00<br />

$0.00<br />

$1.42<br />

$7.63<br />

$1.43<br />

$7.61<br />

$1.33<br />

$7.19<br />

$1.47<br />

$6.99<br />

SOLID WASTE FEES<br />

$1.46<br />

$7.37<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Thousands<br />

$175.00<br />

$150.00<br />

$125.00<br />

$100.00<br />

$75.00<br />

$50.00<br />

$25.00<br />

$0.00<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

Disposal<br />

Landfill - Transfer Station<br />

$1.36<br />

$4.18<br />

FY13 YTD<br />

Actuals<br />

June<br />

July<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$1.52<br />

$7.36<br />

FY13<br />

Projected<br />

Actuals<br />

August<br />

September<br />

FY14 Est.<br />

Budget<br />

Background:<br />

Solid Waste Fees are collected for<br />

sorting, reclaiming, disposing of<br />

solid waste at the County landfill and<br />

transfer station. Revenues collected<br />

will be used for the operation of all<br />

solid waste disposal sites.<br />

In October 2008, the Board entered<br />

into a contractual agreement with<br />

Marpan Recycling. The Solid Waste<br />

Management Facility is no longer<br />

accepting Class III waste as of<br />

January 1, 2009. This contract<br />

caused a decline in revenues at the<br />

Solid Waste Management Facility.<br />

However, expenditures have been<br />

adjusted to reflect the change in<br />

operations at the facility.<br />

Trend:<br />

The FY13 revenue increase results<br />

from an increase in the tipping fee,<br />

effective October 1, 2011. This<br />

balanced an expected decline in<br />

FY13 estimated revenues due to<br />

Wakulla County terminating its<br />

waste disposal agreement with the<br />

County in FY12. Currently, Leon<br />

County is negotiating a tipping fee<br />

with the City of Tallahassee due to<br />

reduced hauling rates. As such, the<br />

FY14 estimated forecast will remain<br />

unsolidified until the Board adopts a<br />

fee structure at the July budget<br />

workshops.<br />

FY12 Budget: $8,458,990<br />

FY12 Actual: $8,468,423<br />

Attachment #1<br />

Page 19 of 62<br />

FY13 Budget: $8,831,313<br />

FY13 YTD Actual: $5,541,725<br />

FY13 Projected Actual: $8,880,900<br />

FY14 Estimated Budget*<br />

*Tipping fees are being settled subsequent to<br />

final negotiations with the City of Tallahassee.<br />

Note: The Monthly Totals table does not<br />

include the Disposal Fee revenue as it is<br />

mainly collected in November and December<br />

which would skew the data.<br />

Page 74 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$2.0<br />

$1.8<br />

$1.6<br />

$1.4<br />

$1.2<br />

$1.0<br />

$0.8<br />

$0.6<br />

$0.4<br />

$0.2<br />

$0.0<br />

Millions<br />

$1.22<br />

$1.27<br />

$1.05<br />

$1.32<br />

BUILDING PERMIT FEES<br />

$0.96<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Thousands<br />

$250<br />

$200<br />

$150<br />

$100<br />

$50<br />

$0<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$0.91<br />

FY13 YTD<br />

Actuals<br />

June<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$1.40<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

August<br />

$1.20<br />

FY14 Est.<br />

Budget<br />

September<br />

Background:<br />

Building Permit Fees are derived<br />

from developers of residential and<br />

commercial property and are<br />

intended to offset the cost of<br />

inspections to assure that<br />

development activity meets local,<br />

State and federal building code<br />

requirements. The County only<br />

collects these revenues for<br />

development occurring in the<br />

unincorporated area. As a result<br />

of a fee study, the Board adopted<br />

the first revised fee study in more<br />

than ten years. The fee increase<br />

was implemented in three phases:<br />

34% on March 1, 2007; 22% on<br />

October 1, 2007; and a final 7% on<br />

October 1, 2008.<br />

Trend:<br />

Due to the housing market and<br />

construction beginning to show<br />

signs of recovery, this revenue<br />

stream shows projections<br />

returning to FY09 and FY10 levels.<br />

A small spike in FY12 revenues<br />

due to a one month increase in<br />

fees from multifamily permitting<br />

shows the slow turn from a<br />

consistent downward trend. The<br />

FY13 projected actuals<br />

contemplate a continued rebound.<br />

FY12 Budget: $994,175<br />

FY12 Actual: $1,324,592<br />

Attachment #1<br />

Page 20 of 62<br />

FY13 Budget: $960,925<br />

FY13 YTD Actual: $911,954<br />

FY13 Projected Actual: $1,404,222<br />

FY14 Estimated Budget: $1,201,370<br />

Page 75 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$1.6<br />

$1.4<br />

$1.2<br />

$1.0<br />

$0.8<br />

$0.6<br />

$0.4<br />

$0.2<br />

$0.0<br />

Millions<br />

$1.19<br />

$0.82 $0.80<br />

$0.55<br />

ENVIRONMENTAL PERMIT FEES<br />

$0.61<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Thousands<br />

$120<br />

$100<br />

$80<br />

$60<br />

$40<br />

$20<br />

$0<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$0.44<br />

FY13 YTD<br />

Actuals<br />

June<br />

$0.75<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

FY12 Actual FY13 Budget FY13 Actual<br />

August<br />

September<br />

$0.60<br />

FY14 Est.<br />

Budget<br />

Background:<br />

Environmental Permit Fees are<br />

derived from development projects<br />

for compliance with stormwater,<br />

landscape, tree protection, site<br />

development and zoning, and<br />

subdivision regulations. As a result<br />

of a fee study, the Board adopted a<br />

revised fee resolution effective<br />

October 1, 2006. Effective October<br />

1, 2008, these fees were adjusted<br />

upward by 20%.<br />

Trend:<br />

Environmental Permit Fees have<br />

experienced a sharp decrease<br />

correlating with the start of the<br />

recession in FY08.<br />

The persistent negative economic<br />

conditions in the construction<br />

industry continue to diminish<br />

revenue collection. To offset this<br />

decline in revenue, eight positions<br />

were eliminated in FY10. Recent<br />

development activity suggests a<br />

rebound in projected revenue<br />

collections for FY13. However,<br />

budgeted revenues are projected to<br />

remain consistent in FY14.<br />

FY12 Budget: $956,560<br />

FY12 Actual: $553,019<br />

Attachment #1<br />

Page 21 of 62<br />

FY13 Budget: $608,095<br />

FY13 YTD Actual: $442,407<br />

FY13 Projected Actual: $750,042<br />

FY14 Estimated Budget: $598,975<br />

Page 76 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$11<br />

$9<br />

$7<br />

$5<br />

$3<br />

$1<br />

Millions<br />

$8.20<br />

$9.03 $8.89<br />

10.67<br />

AMBULANCE FEES<br />

$8.85<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

$1.20<br />

$0.90<br />

$0.60<br />

$0.30<br />

$0.00<br />

Millions<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$6.40<br />

FY13 YTD<br />

Actuals<br />

June<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$9.20<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

August<br />

$8.30<br />

FY14 Est.<br />

Budget<br />

September<br />

Background:<br />

Leon County initiated its<br />

ambulance service on January 1 st<br />

of 2004. Funding for the program<br />

comes from patient billings and a<br />

Countywide Municipal Services<br />

Tax. The amounts shown are the<br />

patient billings only.<br />

The EMS system bills patients<br />

based on the use of an ambulance<br />

transport to the hospital. As with a<br />

business, the County has an<br />

ongoing list of patients/insurers<br />

that owe the County monies<br />

(outstanding receivables). In<br />

FY08, the County established a<br />

collection policy to pursue<br />

uncollected bills, and to allow the<br />

write-off of billings determined<br />

uncollectible.<br />

Trend:<br />

An analysis of collections indicates<br />

a steady increase since FY09 due<br />

to rising call volumes and<br />

improved collection efficiency.<br />

This steady increase has offset<br />

the corresponding decline in<br />

dedicated property taxes that also<br />

fund ambulance services, resulting<br />

from the decline in property values<br />

and an established maximum<br />

annual millage rate.<br />

FY12 Budget: $9,167,500<br />

FY12 Actual: $10,672,122<br />

Attachment #1<br />

Page 22 of 62<br />

FY13 Budget: $8,854,000<br />

FY13 YTD Actual: $6,396,012<br />

FY13 Projected Actual: $9,200,000<br />

FY14 Estimated Budget: $8,303,000<br />

Page 77 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$1.40<br />

$1.20<br />

$1.00<br />

$0.80<br />

$0.60<br />

$0.40<br />

$0.20<br />

$0.00<br />

Millions<br />

$1.18<br />

$0.99<br />

$1.18<br />

PROBATION AND PRE-TRIAL FEES<br />

$1.12<br />

$1.03<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Thousands<br />

$140<br />

$120<br />

$100<br />

$80<br />

$60<br />

$40<br />

$20<br />

$0<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$0.65<br />

FY13 YTD<br />

Actuals<br />

June<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$1.08<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

August<br />

September<br />

$1.02<br />

FY14 Est.<br />

Budget<br />

Background:<br />

The Probation Fees are a<br />

combination of County court<br />

probation fees, alternative<br />

community service fees, no-show<br />

fees (all governed by Florida<br />

Statute 948) and pre-trial release<br />

fees (governed by an<br />

Administrative Order). These<br />

fees are collected from individuals<br />

committing infractions that fall<br />

within the jurisdiction of Leon<br />

County Courts. The amount of<br />

each individual fee is expressly<br />

stated in either the Florida Statute<br />

or the Administrative Order.<br />

Trend:<br />

Revenues collected through<br />

Probation and Pre-Trial fees have<br />

remained relatively steady since<br />

FY09. However, FY10 revenues<br />

were lower than previous years<br />

due to a decline in Probation and<br />

Pre-Trial caseloads, associated<br />

with early termination of<br />

sentences and a decrease in<br />

court ordered GPS pre-trial<br />

tracking. FY13 and FY14<br />

anticipated revenue is expected<br />

to decrease slightly as the<br />

number of judicial fee waivers<br />

continues. With the creation of an<br />

on-site urinalysis testing program,<br />

an increase in the number of<br />

alcohol testing fees is expected.<br />

Without the addition of the<br />

urinalysis program, revenues from<br />

the existing probation and pre-trial<br />

programs would see a greater<br />

decline.<br />

FY12 Budget: $1,119,005<br />

FY12 Actual: $1,123,094<br />

FY13 Budget: $1,027,520<br />

FY13 YTD Actual: $649,063<br />

FY13 Projected Actual: $1,081,551<br />

FY14 Estimated Budget:<br />

$1,024,385<br />

Attachment #1<br />

Page 23 of 62<br />

Page 78 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$2.0<br />

$1.8<br />

$1.6<br />

$1.4<br />

$1.2<br />

$1.0<br />

$0.8<br />

$0.6<br />

$0.4<br />

$0.2<br />

$0.0<br />

Millions<br />

$0.69<br />

$1.10<br />

$1.34 $1.36 $1.36<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Thousands<br />

$180<br />

$160<br />

$140<br />

$120<br />

$100<br />

$80<br />

$60<br />

$40<br />

$20<br />

$0<br />

COURT FACILITIES FEES<br />

$0.84<br />

FY13 YTD<br />

Actuals<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$1.48<br />

FY13<br />

Projected<br />

Actuals<br />

$1.38<br />

FY14 Est.<br />

Budget<br />

Background:<br />

Court Facilities Fees are established<br />

to fund “state court facilities” as<br />

defined in Chapter 29, Florida<br />

Statutes (2009). In FY09 the County<br />

collected $1.9 million but expended<br />

more than $11 million on behalf of<br />

the State Court system. On June<br />

19, 2009 SB2108 was approved<br />

permitting counties to change the<br />

surcharge placed on non-criminal<br />

traffic infractions from $15 to $30.<br />

The Board approved the increase in<br />

surcharges on August 25, 2009.<br />

Trend:<br />

In FY09 Court Facilities Fees were in<br />

a continued decline from previous<br />

fiscal years. By the first quarter in<br />

FY10, revenues began to show<br />

improvement from the approved fee<br />

increase. As the first two years with<br />

the approved fee increase, FY11<br />

and FY12 amounts are used to<br />

establish the base for moderate<br />

revenue increases in FY13 and<br />

FY14.<br />

FY12 Budget: $1,249,250<br />

FY12 Actual: $1,362,802<br />

Attachment #1<br />

Page 24 of 62<br />

FY13 Budget: $1,358,500<br />

FY13 YTD Actual: $841,381<br />

FY13 Projected Actual: $1,476,505<br />

FY14 Estimated Budget: $1,384,150<br />

Page 79 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Adopted Budget<br />

FY 2012 2013 Mid-Year Annual Performance and and Financial Report<br />

Attachment #1<br />

Page 25 of 62<br />

PROGRAM EXPENDITURE SUMMARY*<br />

*Reflects expenditures posted to financial system as of 04/25/13<br />

FY13 FY13 FY13 Budget FY13 Budget<br />

Fund Org Description Adj. Budget Expenditures $ Balance % Balance Remaining<br />

Board of County Commisioners<br />

County Commission<br />

001 100 County Commission 1,214,235 667,817 546,418 45.00%<br />

001 101 District 1 9,500 4,029 5,471 57.58%<br />

001 102 District 2 9,500 920 8,580 90.31%<br />

001 103 District 3 9,500 210 9,290 97.79%<br />

001 104 District 4 9,500 3,251 6,249 65.78%<br />

001 105 District 5 9,500 3,355 6,146 64.69%<br />

001 106 At Large District 6 9,500 3,182 6,318 66.50%<br />

001 107 At Large District 7 9,500 4,963 4,537 47.76%<br />

001 108 Commissioners Account 24,065 7,021 17,044 70.83%<br />

Subtotal: 1,304,800 694,749 610,051 46.75%<br />

County Administration<br />

Country Administration<br />

001 110 Country Administration 533,160 295,303 237,857 44.61%<br />

Strategic Initiatives<br />

001 115 Strategic Initiatives 820,719 481,138 339,581 41.38%<br />

Human Resources<br />

001 160 Human Resources 1,185,071 574,750 610,321 51.50%<br />

Management Information Systems<br />

001 171 Management Information Systems 5,258,278 3,272,647 1,985,631 37.76%<br />

001 421 Geographic Information Services 1,830,088 1,171,948 658,140 35.96%<br />

Public Safety Complex<br />

001 411 Public Safety Complex Technology 248,799 2,193 246,606 99.12%<br />

Subtotal: 9,876,115 5,797,979 4,078,136 41.29%<br />

County Attorney<br />

001 120 County Attorney 1,813,718 1,024,541 789,177 43.51%<br />

Subtotal: 1,813,718 1,024,541 789,177 43.51%<br />

106 400 Support Services 1,069,286 321,057 748,229 69.97%<br />

106 978 Public Works Chargebacks -675,000 -391,500 (283,500) 42.00%<br />

106 431 Transportation 4,375,001 1,819,195 2,555,806 58.42%<br />

106 432 Right-of-Way 2,054,878 1,037,102 1,017,776 49.53%<br />

123 433 Stormwater Maintenance 2,821,002 1,285,594 1,535,408 54.43%<br />

106 414 Engineering Services 2,908,875 1,408,533 1,500,342 51.58%<br />

505 425 Fleet Maintenance 3,460,656 1,412,905 2,047,751 59.17%<br />

001 216 Mosquito Control 577,067 231,284 345,783 59.92%<br />

125 214 Mosquito Control Grant 3<br />

Department of Public Works<br />

Support Services<br />

Operations<br />

Engineering Services<br />

Fleet Maintenance<br />

Mosquito Control<br />

18,500 0 18,500 100.00%<br />

Parks & Recreation<br />

140 436 Parks & Recreation 2,464,033 1,017,345 1,446,688 58.71%<br />

Subtotal: 19,074,298 8,141,515 10,932,783 57.32%<br />

Department of Development Support & Env. Mgt<br />

Building Inspection<br />

120 220 Building Inspection 1,027,174 518,759 508,415 49.50%<br />

Environmental Compliance<br />

121 420 Environmental Compliance 1,242,959 677,241 565,718 45.51%<br />

Development Services<br />

121 422 Development Services 662,666 322,829 339,837 51.28%<br />

Permit Compliance<br />

121 423 Permit Compliance 490,244 234,212 256,032 52.23%<br />

Support Services<br />

121 424 Support Services 342,946 169,437 173,509 50.59%<br />

DEP Storage Tank<br />

125 866 DEP Storage Tank 153,955 79,311 74,644 48.48%<br />

Subtotal: 3,919,944 2,001,788 1,918,156 48.93%<br />

3<br />

Page 80 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

FY 2013 Mid-Year Performance and Financial Report<br />

Attachment #1<br />

Page 26 of 62<br />

Leon County Gove #NAME?<br />

PROGRAM EXPENDITURE SUMMARY*<br />

*Reflects expenditures posted to financial system as of 04/25/13<br />

FY13 FY13 FY13 Budget FY13 Budget<br />

Fund Org Description Adj. Budget Expenditures $ Balance % Balance Remaining<br />

Department of Facilities Management<br />

Facilities Management<br />

001 150 Facilities Management 7,241,753 3,442,197 3,799,556 52.47%<br />

Real Estate Management<br />

001 156 Real Estate management 217,248 122,674 94,574 43.53%<br />

Bank of America<br />

165 154 Bank of America 791,285 306,622 484,663 61.25%<br />

Huntington Oaks Plaza Operating<br />

166 155 Huntington Oaks Plaza Operating 92,775 40,591 52,184 56.25%<br />

Public Safety Complex<br />

001 410 Public Safety Complex 824,639 6,462 818,177 99.22%<br />

Subtotal: 9,167,700 3,918,546 5,249,154 57.26%<br />

001 402 Capital Regional Transportation Planning Agency 217,646 119,315 98,331 45.18%<br />

001 403 Blueprint 2000 1<br />

Department of PLACE<br />

Capital Regional Transportation Planning Agency<br />

Blueprint 2000<br />

61,082 32,873 28,209 46.18%<br />

Planning Department<br />

001 817 Planning Department 991,471 330,306 661,165 66.69%<br />

Subtotal: 1,270,199 482,494 787,705 62.01%<br />

Office of Financial Stewardship<br />

Office of Management and Budget<br />

001 130 Office of Management and Budget 576,090 320,325 255,765 44.40%<br />

Purchasing<br />

001 140 Procurement 230,626 120,034 110,592 47.95%<br />

001 141 Warehouse 123,144 50,375 72,769 59.09%<br />

001 142 Property Control 47,026 26,530 20,496 43.58%<br />

Risk Management<br />

501 132 Risk Management 229,490 115,487 114,003 49.68%<br />

501 821 Workers Compensation Management / Insurance 2,763,400 2,038,294 725,106 26.24%<br />

Subtotal: 3,969,776 2,671,046 1,298,730 32.72%<br />

Office of Economic Development & Business Partnerships<br />

Tourist Development<br />

160 301 Administration 524,999 257,931 267,068 50.87%<br />

160 302 Advertising 912,500 378,437 534,063 58.53%<br />

160 303 Marketing 1,086,160 494,527 591,633 54.47%<br />

160 304 Special Projects 150,000 29,168 120,832 80.55%<br />

160 305 1 Cent Expenditures 5,162,282 263,708 4,898,574 94.89%<br />

Econ. Dev. / Intergovernmental Affairs<br />

001 114 Econ. Dev. / Intergovernmental Affairs 508,483 333,041 175,442 34.50%<br />

M/W Small Business Enterprise<br />

001 112 M/W Small Business Enterprise 231,804 99,264 132,540 57.18%<br />

Subtotal: 8,576,228 1,856,076 6,720,152 78.36%<br />

Office of Public Services<br />

Library Services<br />

001 240 Policy, Planning & OPS 889,927 404,585 485,342 54.54%<br />

001 241 Public Library Services 2,482,313 1,190,592 1,291,721 52.04%<br />

001 242 Collection Services 814,986 414,167 400,819 49.18%<br />

001 243 Extension Services 2,332,415 1,210,851 1,121,564 48.09%<br />

Emergency Medical Services<br />

135 185 Emergency Medical Services 13,626,037 7,472,078 6,153,959 45.16%<br />

Animal Services<br />

140 201 Animal Services 1,935,688 486,233 1,449,455 74.88%<br />

Subtotal: 22,081,366 11,178,506 10,902,860 49.38%<br />

Page 81 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

FY 2013 Mid-Year Performance and Financial Report<br />

Attachment #1<br />

Page 27 of 62<br />

PROGRAM EXPENDITURE SUMMARY*<br />

*Reflects expenditures posted to financial system as of 04/25/13<br />

FY13 FY13 FY13 Budget FY13 Budget<br />

Fund Org Description Adj. Budget Expenditures $ Balance % Balance Remaining<br />

Office of Intervention & Detention Alternative<br />

County Probation<br />

111 542 County Probation Division 1,075,635 560,456 515,179 47.90%<br />

Supervised Pretrial Release<br />

111 544 Pretrial Release 972,498 485,013 487,485 50.13%<br />

Drug & Alcohol Testing<br />

111 599 Drug and Alcohol Testing 139,686 81,422 58,264 41.71%<br />

FDLE JAG Grant Pretrial<br />

125 982058 FDLE JAG Grant Pretrial 119,740 76,089 43,651 36.46%<br />

Subtotal: 2,307,559 1,202,980 1,104,579 47.87%<br />

Leon County Gove #NAME?<br />

Office of Human Services & Community Partnerships<br />

Veteran Services<br />

001 390 Veteran Services 307,116 144,096 163,020 53.08%<br />

Volunteer Center<br />

001 113 Volunteer Center 161,077 71,534 89,543 55.59%<br />

Housing Services<br />

001 371 Housing Services 425,176 210,126 215,050 50.58%<br />

161 808 Housing Finance Authority 230,495 0 230,495 100.00%<br />

Health & Human Services<br />

001 370 Social Service Programs 5,963,579 1,824,409 4,139,170 69.41%<br />

Health Department<br />

001 190 Health Department 237,345 59,336 178,009 75.00%<br />

Primary Health Care<br />

001 971 Primary Health Care 1,830,738 765,224 1,065,514 58.20%<br />

SHIP 2011-2014<br />

124 932043 SHIP 2011-2014 144,581 7,275 137,306 94.97%<br />

Subtotal: 9,300,107 3,082,001 6,218,107 66.86%<br />

Office of Resource Stewardship<br />

Cooperative Extension<br />

001 361 Extension Education 520,297 245,333 274,964 52.85%<br />

Office of Sustainability<br />

001 127 Office of Sustainability 274,154 116,305 157,849 57.58%<br />

Solid Waste<br />

401 435 Landfill Closure 546,483 0 546,483 100.00%<br />

401 437 Rural Waste Collection Centers 878,398 431,710 446,688 50.85%<br />

401 441 Transfer Station Operations 6,053,235 3,451,961 2,601,274 42.97%<br />

401 442 Landfill 2,083,622 1,009,977 1,073,645 51.53%<br />

401 443 Hazardous Waste 560,457 361,611 198,846 35.48%<br />

401 471 Residential Drop Off Recycling 293,670 100,272 193,398 65.86%<br />

Subtotal: 11,210,316 5,717,169 5,493,147 49.00%<br />

110 537 Circuit Court Fees 439,981 183,325 256,656 58.33%<br />

001 132 Clerk Finance 1,403,766 584,903 818,864 58.33%<br />

001 512 Property Appraiser 4,326,795 3,247,394 1,079,401 24.95%<br />

110 510 Law Enforcement 31,330,378 20,886,919 10,443,459 33.33%<br />

110 511 Corrections 29,952,612 19,968,408 9,984,204 33.33%<br />

125 864 Emergency Management 3<br />

Constitutional Officers<br />

121,155 0 121,155 100.00%<br />

130 180 Enhanced 911 1,656,447 720,291 936,156 56.52%<br />

2<br />

Clerk of the Circuit Court<br />

Property Appraiser<br />

Sheriff<br />

060 520 Voter Registration 1,834,949 939,560 895,389 48.80%<br />

060 521 Elections 1,200,855 952,371 248,484 20.69%<br />

060 525 SOE Grants 3<br />

Supervisor of Elections<br />

53,801 53,801 0 0.00%<br />

Page 82 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

FY 2013 Mid-Year Performance and Financial Report<br />

PROGRAM EXPENDITURE SUMMARY*<br />

*Reflects expenditures posted to financial system as of 04/25/13<br />

FY13 FY13 FY13 Budget FY13 Budget<br />

Fund Org Description Adj. Budget Expenditures $ Balance % Balance Remaining<br />

Tax Collector<br />

001 513 General Fund Property Tax Commissions 4,278,000 4,008,781 269,219 6.29%<br />

145 513 Fire Service Fee 18,447 16,926 1,521 8.24%<br />

123 513 Stormwater Utility Non Ad-Valorem 133,797 0 133,797 100.00%<br />

135 513 Emergency Medical Services MSTU 33,080 23,380 9,700 29.32%<br />

162 513 Special Assessment Paving 6,400 4,202 2,198 34.35%<br />

164 513 Sewer Services Killearn Lakes I and II 5,000 4,165 835 16.70%<br />

401 513 Landfill Non-Ad Valorem 30,748 24,562 6,186 20.12%<br />

Subtotal: 76,826,211 51,618,988 25,207,223 32.81%<br />

Judicial Officers<br />

Court Administration<br />

001 540 Court Administration 280,703 86,879 193,824 69.05%<br />

001 547 Guardian Ad Litem 20,006 9,565 10,441 52.19%<br />

110 532 State Attorney 106,945 74,114 32,831 30.70%<br />

110 533 Public Defender 130,450 21,572 108,878 83.46%<br />

110 555 Legal Aid 124,297 60,792 63,505 51.09%<br />

114 586 Teen Court 133,751 81,894 51,857 38.77%<br />

117 509 Alternative Juvenile Program 77,136 40,005 37,131 48.14%<br />

117 546 Law Library 52,203 8,774 43,430 83.19%<br />

117 548 Judicial/Article V Local Requirements 74,562 74,562 0 0.00%<br />

117 555 Legal Aid 52,203 38,500 13,703 26.25%<br />

Subtotal: 1,052,256 496,657 555,599 52.80%<br />

Non-Operating<br />

Line Item Funding<br />

001 888 Line Item Funding 1,076,059 804,381 271,678 25.25%<br />

160 888 Council on Culture and Arts Regranting 504,500 504,500 0 0.00%<br />

City of Tallahassee<br />

140 838 City Payment, Tallahassee (Parks & Recreation) 1,122,249 539,145 583,104 51.96%<br />

145 838 City Payment, Tallahassee (Fire Fees) 5,879,213 0 5,879,213 100.00%<br />

164 838 City Payment, Tallahassee (Killearn Lakes Sewer) 232,500 0 232,500 100.00%<br />

Other Non-Operating<br />

001 278 Summer Youth Employment 74,265 21 74,244 99.97%<br />

001 379 Youth Sports Teams 4,750 500 4,250 89.47%<br />

001 820 Insurance Audit, and Other Expenses 866,481 562,460 304,021 35.09%<br />

001 831 Tax Deed Applications 62,500 0 62,500 100.00%<br />

110 508 Diversionary Program 200,000 104,605 95,395 47.70%<br />

110 620 Juvenile Detention Payment - State 1,250,000 754,307 495,693 39.66%<br />

116 800 Drug Abuse 51,940 40,028 11,912 22.93%<br />

140 843 Volunteer Fire Department 512,479 304,842 207,637 40.52%<br />

131 529 800 MHZ System Maintenance 1,057,250 946,810 110,440 10.45%<br />

502 900 Communications Control 481,695 276,303 205,392 42.64%<br />

001 972 CRA-TIF PAYMENT 1,384,507 1,334,305 50,202 3.63%<br />

Interdepartmental Billing<br />

Countywide Automation 210,321 0 210,321 100.00%<br />

Indirects (Internal Cost Allocations) -5,766,235 -5,766,235 0 0.00%<br />

Risk Allocations 1,130,302 750,209 380,093 33.63%<br />

Subtotal: 10,334,776 1,156,181 9,178,595 88.81%<br />

Total Operating<br />

Total Non-Operating<br />

Total CIP<br />

Operating Grants<br />

Non Operating Grants<br />

Total Debt Service<br />

Total Reserves<br />

TOTAL NET EXPENDITURES:<br />

181,813,861 100,063,262 81,750,599 44.96%<br />

16,101,011 6,915,507 9,185,504 57.05%<br />

87,939,423 17,652,767 70,286,656 79.93%<br />

491,992 140,387 351,605 71.47%<br />

11,711,009 2,807,599 8,903,410 76.03%<br />

40,356,135 15,011,976 25,344,159 62.80%<br />

9,997,390 0 9,997,390 100.00%<br />

348,410,821 142,591,499 205,819,322<br />

Attachment #1<br />

Page 28 of 62<br />

Notes:<br />

1. The Public Safety Complex budget was established to fund the salary and benefits and for maintenance, repair and information systems costs . Total expenses are shared<br />

with the City of Tallahassee<br />

2. Expenses reflect budgted transfers to the Consititutional Officers and do not reflect excess fees or unexpended funds returned to the Board as revenue, as required by the<br />

Florida Statutes.<br />

3. Operating Grants include Mosquito Control, DEP Storage Tank, SHIP, Emergency Management and Elections.<br />

59.07%<br />

Page 83 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Mid-Year Financial Report<br />

FY11 FY12 FY13 FY13 Fund Bal. as %<br />

Org Fund Title Actual Actual Est. Bal. (A) Adopted Bud of Budget (B)<br />

General & Fine and Forfeiture Funds *<br />

001 General Fund 17,869,005 32,260,401 27,380,660 55,030,468 50%<br />

110 Fine and Forfeiture Fund 13,864,143 2,771,245 2,562,834 64,002,160 4%<br />

Special Revenue Funds<br />

Subtotal: 31,733,147 35,031,646 29,943,495 119,032,628 25%<br />

106 County Transportation Trust Fund 6,581,610 4,573,264 5,299,096 13,340,496 40%<br />

111 Probation Services Fund 1,049,059 805,929 985,649 2,633,554 37%<br />

114 Teen Court Fund 153,277 160,385 163,043 143,470 114%<br />

116 Drug Abuse Trust Fund (C) 31,465 10,836 3,495 47,770 7%<br />

117 Judicial Programs Fund 197,711 7,804 0 263,584 0%<br />

120 Building Inspection Fund (D) 461,848 726,101 846,305 1,200,631 70%<br />

121 Development Support Fund (D) 993,612 947,700 951,519 3,202,482 30%<br />

122 Mosquito Control Fund (E) 867,629 N/A N/A N/A N/A<br />

123 Stormwater Utility Fund 2,371,441 870,700 1,026,258 5,106,249 20%<br />

124 Ship Trust Fund 60 181 0 0 N/A<br />

125 Grants 235,925 194,169 253,389 616,543 41%<br />

125 Capacity Fees (F) 1,421,785 1,399,517 0 0 N/A<br />

126 Non-Countywide General Revenue Fund (G) 5,339,665 4,051,182 5,277,048 18,142,911 29%<br />

127 Grants (H) 133,482 172,681 189,378 60,000 N/A<br />

130 911 Emergency Communications Fund 497,865 498,046 672,849 1,170,400 57%<br />

131 Radio Communications Systems Fund (I) 996,376 576,864 148,458 1,065,791 14%<br />

135 Emergency Medical Services Fund (J) 6,576,061 8,850,568 7,875,381 16,276,284 48%<br />

140 Municipal Service Fund 3,651,748 2,837,041 1,728,641 6,616,465 26%<br />

145 Fire Services Fund 847,864 461,994 301,912 6,394,772 5%<br />

160 Tourist Development Fund (1st - 3rd & 5th Cent) (J) 987,699 1,588,471 1,409,849 3,215,785 44%<br />

160 Tourist Development Fund - 4th Cent (K) 4,094,990 4,094,990 3,522,861 783,750 449%<br />

161 Housing Finance Authority Fund (L) 870,900 896,829 707,197 30,495 2319%<br />

162 Special Assessment Paving Fund 603,459 1,140,261 1,269,929 332,460 382%<br />

164 Killearn Lakes Units I and II Sewer Fund 29,365 3,025 3,025 237,500 1%<br />

165 Bank of America Building Op. Fund 2,914,032 2,599,522 2,688,675 2,319,458 116%<br />

166 Huntington Oaks Plaza Fund 261,146 489,477 469,937 251,791 187%<br />

Debt Service Funds<br />

SUMMARY <strong>OF</strong> FUND BALANCE & RETAINED EARNINGS (unaudited)<br />

* The combined fund balances for the general and fine and forfeiture funds fall within the allowable range of the County Reserve Policy, which<br />

requires a minimum of 15% and a maximum of 30% reserve.<br />

Subtotal: 42,170,073 37,957,536 35,793,895 83,452,641 43%<br />

211 Debt Service - Series 2003 A&B 19,494 20,016 17,216 954,880<br />

216 Debt Service - Series 1998B 141,987 142,788 142,788 2,830,195<br />

220 Debt Service - Series 2004 126,575 126,836 126,836 5,098,019<br />

Subtotal: 288,056 289,641 286,841 8,883,094<br />

Attachment #1<br />

Page 29 of 62<br />

Page 84 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Mid-Year Financial Report<br />

SUMMARY <strong>OF</strong> FUND BALANCE & RETAINED EARNINGS (unaudited)<br />

FY11 FY12 FY13 FY13 Fund Bal. as %<br />

Org Fund Title Actual Actual Est. Bal. (A) Adopted Bud of Budget (B)<br />

Capital Projects Funds<br />

305 Capital Improvements Fund (M) 45,905,556 44,952,099 14,928,168<br />

306 Gas Tax Transportation Fund 2,344,364 2,759,818 370,294<br />

308 Local Option Sales Tax Fund (N) 26,154,707 24,487,497 3,999,669<br />

309 Local Option Sales Tax Extension Fund 7,748,941 8,123,268 2,927,561<br />

311 Construction Series 2003 A&B Fund 362,124 159,818 6,493<br />

318 1999 Bond Construction Fund 544,727 514,702 17,769<br />

320 Construction Series 2005 819,954 836,491 15,110<br />

321 Energy Savings Contract ESCO Capital Fund 29,535 19,961 20,193<br />

330 911 Capital Projects Fund 2,166,934 2,298,982 1,717,444<br />

341 Countywide Road District Fund - Impact Fee 1,992,830 2,029,339 308,945<br />

343 NW Urban Collector Fund - Impact Fee 468,636 437,226 64,140<br />

344 SE Urban Collector Fund - Impact Fee 869,062 493,100 109,617<br />

Enterprise Funds<br />

Subtotal: 89,407,370 87,112,300 24,485,402<br />

401 Solid Waste Fund (O) 6,998,573 6,116,122 4,888,044<br />

Internal Service Funds<br />

Subtotal: 6,998,573 6,116,122 4,888,044<br />

501 Insurance Service Fund 7,494,505 2,234,940 2,179,328<br />

502 Communications Trust Fund 43,712 53,359 0<br />

505 Motor Pool Fund (5,075) 15,242 0<br />

Subtotal: 7,533,142 2,303,541 2,179,328<br />

TOTAL: 178,130,361 168,810,786 97,577,004<br />

Attachment #1<br />

Page 30 of 62<br />

In addition to funding for budgeted<br />

capital projects, the balances for<br />

funds 305 and 308 reflect capital<br />

reserves budgeted during FY11 as<br />

"sinking funds" for maintaining<br />

existing County infrastructure.<br />

Balances committed for specific<br />

capital projects not completed during<br />

the fiscal year will be carried forward<br />

into the FY12 budget unless<br />

otherwise noted.<br />

Notes:<br />

A. Balances are estimated as year ending for FY 2013.<br />

B. FY 2013 percentage estimates are only provided for General and Special Revenue funds. Capital Projects, Enterprise and Internal Service funds maintain differing levels of<br />

balances depending upon on-going capital project requirements and other audit requirements. The percentages for the other funds are intended to show compliance with the<br />

County's policy for maintaining sufficient balances.<br />

C. The reduction in fund balance is due to the decline in revenue from this program associated with fee waivers. The Court Administration is currently reviewing the program<br />

to see how it can be funded within the existing revenue stream.<br />

D. The increase in the Building fund balance and the leveling of the Development Support fund balance is reflective of an increase in building and development permitting.<br />

E. Fund 122 was closed in FY12 and realigned under fund 001 due to the majority of funding coming from general revenue. The existing fund balance in fund 122 was<br />

transferred to the general fund at that time.<br />

F. The fund balance reflects the portion of the grant fund that relates to the collection of fees that are not truly grants but need to be placed in a discrete funding account such<br />

as the concurrency capacity payments. These funds are budgeted within the budget cycle.<br />

G. Non countywide general revenue includes state shared and 1/2 cent sales tax. This fund is used to account for non countywide general revenue sources. Funds are not<br />

expended directly from the fund, but are transferred to funds that provide non countywide services.<br />

H. This fund is used to separate grants that are interest bearing grants.<br />

I. The Radio Communications Systems Fund is used to account for the digital radio system. These funds were previously reflected in Fund 331.<br />

J. The Emergency Medical Services (EMS) fund balance reflects a decline in the receipt of ambulance fee billings.<br />

K. The Tourist Development Tax is reflected in two separate fund balances: the first three cents supports the Tourist Development Council activities and the fourth cent is<br />

dedicated towards the Performing Arts Center. The Board approved the levying of a 5th cent effective May 1, 2009. The reduction in the Performing Arts fund balance reflects<br />

funds transferred to Blueprint 2000 for the construction of the outdoor amphitheater in Cascades Park.<br />

L. The fund balance reflects a gain from investments through previous bond issues.<br />

M. The fund balance reflects the remaining capital reserves budgeted during FY 2013 as a "sinking fund" for maintaining existing County infrastructure for the next five years.<br />

N. The fund balance reflects the remaining capital reserves budgeted during FY 2013 as a "sinking fund" for maintaining existing infrastructure associated with the initial local<br />

option tax. These reserves are projected to be depleted by FY15.<br />

O. Amount reflected in unrestricted retained earnings. The decline was anticipated due to the budgeting of $1.6 million in fund balance to cover operating expenditures in FY<br />

2013.<br />

Page 85 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Mid-Year Financial Report<br />

CAPITAL IMPROVEMENT PROGRAM SUMMARY<br />

# of % of CIP Adjusted YTD % of Budget Project<br />

Project Service Types Projects Budget Budget Activity Committed Balance<br />

Culture and Recreation 22 10.8% 9,475,368 1,777,993 18.8% 7,697,375<br />

General Government 35 10.8% 9,526,676 2,774,271 29.1% 6,752,405<br />

Attachment #1<br />

Page 31 of 62<br />

Health and Safety 6 21.8% 19,202,370 6,796,084 35.4% 12,406,286<br />

Physical Environment 31 21.3% 18,764,645 1,688,009 9.0% 17,076,636<br />

Transportation 22 35.2% 30,970,364 4,616,410 14.9% 26,353,954<br />

TOTAL 116 100% $87,939,423 $17,652,767 20.1% $70,286,656<br />

Notes: This Capital Improvement Program Summary reflects the adjusted budget and year to date activity from October 1, 2012 to April<br />

25, 2013.<br />

Page 86 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Mid-Year Financial Report<br />

Adjusted YTD % of Budget Project<br />

Project # Project Description Budget Activity Expended Balance<br />

045001 Apalachee Parkway Regional Park 819,693<br />

046008 Athletic Field Lighting 22,866<br />

085001 Eastside Library 60,000<br />

042005 Fort Braden Community Park 75,000<br />

082003 Fort Braden Renovations 28,000<br />

043007 Fred George Park 1,189,873<br />

046009 Greenways Capital Maintenance 165,087<br />

083001 Lake Jackson Branch Library 1,242,868<br />

076011 Library Services Technology 42,000<br />

086053 Main Library Improvements 166,278<br />

044002 Miccosukee Community Park 709,929<br />

044003 Miccosukee Greenways 533,166<br />

044001 Northeast Community Park 398,000<br />

046007 New Vehicles and Equipment 258,198<br />

043008 Okeeheepkee Prairie Park 802,554<br />

046001 Parks Capital Maintenance 513,926<br />

045007 Pedrick Road Pond Walking Trail 204,104<br />

046006 Playground Equipment Replacement 276,111<br />

047001 St. Marks Headwaters 1,709,538<br />

043010 Stoneler Road Park 175,000<br />

043003 Tower Road Park 33,177<br />

041002 Woodville Community Park 50,000<br />

TOTAL CULTURE AND RECREATION<br />

9,475,368<br />

086011 Architectural & Engineering Services 86,196<br />

086025 BOA Building Acquisition/Renovations 2,053,984<br />

086054 Centralized Storage Facility 131,258<br />

086017 Common Area Furnishings 25,000<br />

086062 Community Services Building Roof Replacement 60,000<br />

086024 Courthouse Repairs 1,136,225<br />

086016 Courthouse Security 20,000<br />

086007 Courtroom Minor Renovations 178,854<br />

076023 Courtroom Technology 100,000<br />

076003 Data Wiring 25,000<br />

076004 Digital Phone System 150,000<br />

076063 E-filing System for Court Documents 138,200<br />

096015 Election Equipment 1,446,161<br />

076048 Electronic Timesheets 4,801<br />

086037 Elevator Generator Upgrades 632,250<br />

076008 File Server Maintenance 262,283<br />

076001 Financial Hardware and Software 29,119<br />

076055 GEM Technology 14,616<br />

086057 General County Maintenance and Minor Renovations 85,000<br />

026003 General Vehicle & Equipment Replacement 322,490<br />

083002 Huntington Oaks Plaza Building Improvements 429,033<br />

096019 Local Economic Stimulus Program 355,600<br />

076064 MIS Data Center/ Elevator Halon System 70,000<br />

076044 MIS Disaster Recovery 250,000<br />

076018 Network Backbone Upgrade 80,000<br />

086033 Parking Lot Maintenance 261,218<br />

076045 Property Appraiser Technology 178,167<br />

076051 Public Defender Technology 30,000<br />

076061 Records Management 205,584<br />

086041 Reduction of Emissions/Energy Improvements 238,792<br />

076047 State Attorney Technology 30,000<br />

076005 Supervisor of Elections Technology 25,000<br />

076024 User Computer Upgrades 448,123<br />

076042 Work Order Management 23,722<br />

TOTAL GENERAL GOVERNMENT<br />

CULTURE AND RECREATION<br />

GENERAL GOVERNMENT<br />

9,526,676<br />

175,007<br />

21.4% 644,686<br />

-<br />

0.0% 22,866<br />

8,690<br />

14.5% 51,310<br />

842<br />

1.1% 74,158<br />

23,975<br />

85.6% 4,025<br />

20,293<br />

1.7% 1,169,580<br />

91,443<br />

55.4% 73,644<br />

727,395<br />

58.5% 515,473<br />

4,624<br />

11.0% 37,376<br />

10,953<br />

6.6% 155,325<br />

18,232<br />

2.6% 691,697<br />

56,423<br />

10.6% 476,743<br />

338,000<br />

84.9% 60,000<br />

169,307<br />

65.6% 88,891<br />

35,588<br />

4.4% 766,966<br />

83,509<br />

16.2% 430,417<br />

-<br />

0.0% 204,104<br />

-<br />

0.0% 276,111<br />

-<br />

0.0% 1,709,538<br />

13,711<br />

7.8% 161,289<br />

-<br />

0.0% 33,177<br />

-<br />

0.0% 50,000<br />

$1,777,993 18.8% $7,697,375<br />

51,752<br />

1,160,777<br />

34,485<br />

719<br />

6,609<br />

153,923<br />

-<br />

3,836<br />

4,549<br />

2,334<br />

145,478<br />

-<br />

-<br />

2,727<br />

46,032<br />

200,744<br />

2,156<br />

-<br />

13,954<br />

163,902<br />

249,754<br />

-<br />

-<br />

-<br />

60,361<br />

-<br />

88,760<br />

16,089<br />

53,000<br />

65,321<br />

-<br />

11,423<br />

233,769<br />

1,819<br />

2,774,271<br />

Attachment #1<br />

Page 32 of 62<br />

60.0% 34,444<br />

56.5% 893,207<br />

26.3% 96,773<br />

2.9% 24,281<br />

11.0% 53,391<br />

13.5% 982,302<br />

0.0% 20,000<br />

2.1% 175,018<br />

4.5% 95,451<br />

9.3% 22,666<br />

97.0% 4,522<br />

0.0% 138,200<br />

0.0% 1,446,161<br />

56.8% 2,074<br />

7.3% 586,218<br />

76.5% 61,540<br />

7.4% 26,963<br />

0.0% 14,616<br />

16.4% 71,046<br />

50.8% 158,588<br />

58.2% 179,279<br />

0.0% 355,600<br />

0.0% 70,000<br />

0.0% 250,000<br />

75.5% 19,639<br />

0.0% 261,218<br />

49.8% 89,407<br />

53.6% 13,911<br />

25.8% 152,584<br />

27.4% 173,471<br />

0.0% 30,000<br />

45.7% 13,577<br />

52.2% 214,354<br />

7.7% 21,903<br />

29.1% $6,752,405<br />

Page 87 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Mid-Year Financial Report<br />

Adjusted YTD % of Budget Project<br />

Project # Project Description Budget Activity Expended Balance<br />

096008 Emergency Medical Services Facility 4,211,548<br />

076058 Emergency Medical Services Technology 54,570<br />

026014 EMS Vehicle & Equipment Replacement 860,500<br />

086031 Jail Roof Replacement 3,570,996<br />

096016 Public Safety Complex 10,453,095<br />

096002 Volunteer Fire Departments 51,661<br />

TOTAL HEALTH AND SAFETY<br />

067002 BP 2000 Water Quality Enhancements 1,064,136<br />

2,092,107<br />

31,520<br />

81,107<br />

12,618<br />

4,578,733<br />

-<br />

49.7% 2,119,441<br />

57.8% 23,050<br />

9.43% 779,393<br />

0.4% 3,558,379<br />

43.8% 5,874,362<br />

0.0% 51,661<br />

$19,202,370 $6,796,084 35.4% $12,406,286<br />

193,987<br />

18.2% 870,149<br />

064005 Bradfordville Pond 4 Outfall Stabilization 764,399 53,792 7.0% 710,607<br />

064004 Bradfordville Pond 6 Rehabilitation 59,762 9,720 16.3% 50,042<br />

065003 Brushy Creek Road Stormwater Control 43,999 37,776 85.9% 6,223<br />

066001 CARDS: Stormwater Program Startup 17,708 0 0.0% 17,708<br />

076009 Geographic Information Systems 293,029 217,843 74.3% 75,186<br />

062005 Gum Road Target Planning Area 2,150,204<br />

-<br />

0.0% 2,150,204<br />

036036 Hooklift Recycling Container Replacement 36,000 0 0.0% 36,000<br />

036034 Household Hazard Waste Loading Ramp 26,850 12,809 47.7% 14,042<br />

064001 Killearn Acres Flood Mitigation 835,582 381,573 45.7% 454,009<br />

064006 Killearn Lakes Stormwater 734,796 35,433 4.8% 699,363<br />

065001 Lafayette Street Stormwater 3,545,640 43,613 1.2% 3,502,027<br />

062001 Lake Munson Restoration 268,306<br />

062002 Lakeview Bridge 763,701<br />

-<br />

2,599<br />

0.0% 268,306<br />

0.3% 761,102<br />

036002 Landfill Improvements 149,857 40,167 26.8% 109,690<br />

063005 Lexington Pond Retrofit 4,903,782 73,229<br />

062004 Longwood Subdivision Retrofit 223,680<br />

076015 Permit & Enforcement Tracking System 319,562<br />

036035 Recylcing Building Circulation Fan 16,500<br />

036032 Remedial Action Plan 307,171<br />

036033 Rural/Hazardous Waste Vehicle and Equipment Replacement 72,000<br />

-<br />

57,436<br />

036003 Solid Waste Heavy Equipment/Vehicle Replacement 88,127 36,796<br />

036030 Solid Waste Learning Center 105,000 -<br />

036028 Solid Waste Master Plan 100,000<br />

036031 Solid Waste Trolley 45,000<br />

066026 Stormwater Filter Replacement 179,754<br />

066003 Stormwater Structure Inventory and Mapping 632,514<br />

026004 Stormwater Vehicle & Equipment Replacement 342,500<br />

066004 TMDL Compliance Activities 50,000<br />

036010 Transfer Station Heavy Equipment 410,829<br />

036023 Transfer Station Improvements 214,257<br />

TOTAL PHYSICAL ENVIRONMENT<br />

HEALTH AND SAFETY<br />

Physical Environment<br />

18,764,645<br />

-<br />

-<br />

-<br />

-<br />

-<br />

92,790<br />

-<br />

330,118<br />

-<br />

-<br />

68,328<br />

1,688,009<br />

Attachment #1<br />

Page 33 of 62<br />

1.5% 4,830,553<br />

0.0% 223,680<br />

18.0% 262,126<br />

0.0% 16,500<br />

0.0% 307,171<br />

0.0% 72,000<br />

41.8% 51,331<br />

0.0% 105,000<br />

0.0% 100,000<br />

0.0% 45,000<br />

51.6% 86,964<br />

0.0% 632,514<br />

96.4% 12,382<br />

0.0% 50,000<br />

0.0% 410,829<br />

31.9% 145,929<br />

9.0% $17,076,636<br />

Page 88 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Mid-Year Financial Report<br />

Adjusted YTD % of Budget Project<br />

Project # Project Description Budget Activity Expended Balance<br />

057916 2/3 Program - Terre Bonne 97,479<br />

026015 Arterial/Collector Roads Pavement Markings 154,296<br />

056001 Arterial/Collector Resurfacing 6,520,038<br />

054003 Bannerman Road 1,005,759<br />

054010 Beech Ridge Trail Extension 833,513<br />

055001 Buck Lake Road 50,000<br />

057900 CARDS Transportation Program: Start Up Costs 5,000<br />

056005 Community Safety & Mobility 1,427,093<br />

026010 Fleet Management Shop Equipment 80,413<br />

056007 Florida DOT Permitting Fees 50,000<br />

057001 Intersection and Safety Improvements 7,417,515<br />

055005 Lafayette Street Construction 386,735<br />

057005 Local Road Resurfacing 268,454<br />

051006 Natural Bridge Road 45,425<br />

053003 North Monroe Turn Lane 2,743,926<br />

026006 Open Graded Cold Mix Stabilization 1,351,989<br />

056011 Public Works Design & Engineering Services 60,000<br />

026005 Public Works Vehicle & Equipment Replacement 983,779<br />

053002 Pullen Road at Old Bainbridge Road 1,217,676<br />

051007 Springhill Road Bridge 259,097<br />

053005 Talpeco Road & Highway 27 North 281,580<br />

056010 Transportation and Stormwater Improvements 5,730,597<br />

TOTAL TRANSPORTATION<br />

TRANSPORTATION<br />

97,479<br />

44,599<br />

1,813,408<br />

204,425<br />

525<br />

3,718<br />

2,617<br />

29,068<br />

13,611<br />

-<br />

368,321<br />

274,368<br />

12,262<br />

-<br />

13,418<br />

700,347<br />

16,358<br />

336,230<br />

2,475<br />

63,693<br />

11,620<br />

607,869<br />

Attachment #1<br />

Page 34 of 62<br />

100.0% -<br />

28.9% 109,697<br />

27.8% 4,706,630<br />

20.3% 801,334<br />

0.1% 832,988<br />

7.4% 46,282<br />

52.3% 2,383<br />

2.0% 1,398,025<br />

16.9% 66,802<br />

0.0% 50,000<br />

5.0% 7,049,194<br />

70.9% 112,367<br />

4.6% 256,192<br />

0.0% 45,425<br />

0.5% 2,730,508<br />

51.8% 651,642<br />

27.3% 43,642<br />

34.2% 647,549<br />

0.2% 1,215,201<br />

24.6% 195,404<br />

4.1% 269,960<br />

10.6% 5,122,728<br />

$30,970,364 $4,616,410 14.9% $26,353,954<br />

Page 89 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

FY 2013 Mid-Year Performance and Financial Report<br />

Grants Program<br />

The County utilizes grants to fund a number of programs and activities in Leon County. As reflected in the table below, the County is<br />

currently administering approximately $11.7 million in grant funding. As grants often cross multiple fiscal years, it is not uncommon to see<br />

the actual expenditures for a fiscal year less than the total funding available. All balances are carried into the subsequent fiscal year<br />

consistent with any grant award requirements.<br />

Most grants are authorized by the Board of County Commissioners and placed within one of two funds (Reimbursement Grants or<br />

Interest Bearing Grants). While placed in a Grants Fund, a program budget can be a federal or state authorization, a contractual<br />

arrangement between two governing bodies, a contract between the County and a non-governmental entity, a method to keep a specific<br />

revenue source separate from operating budgets, or a pure grant award.<br />

Six programs are anticipated as part of the regular budget process: Mosquito Control, the Pollutant Storage Tank Program, Law<br />

Enforcement JAG Grant, Law Enforcement Block Grant, the Department of Health Emergency Medical Grant, and the Emergency<br />

Management Base Grant. These grant funds are administered within various County department operating budgets, and are reported in<br />

the expenditure section of the mid-year report.<br />

The Grants Program is cooperatively monitored by department program managers, the Grants Coordinator, the Office of Management<br />

and Budget (OMB), and the Clerk's Finance Division. The Grant Coordinator monitors all aspects of these grants, particularly block<br />

grants. Program Managers in conjunction with the Grants Coordinator often pursue grants independently and administer grants<br />

throughout the year. OMB and the Clerk's Finance Division monitor overall expenditures and revenues as well as coordinate the yearend<br />

close-out and carry forward processes with all grant funded programs.<br />

Budget by Administering Department<br />

% of Total FY13 FY13<br />

Department Balance<br />

Grants Budget Expended<br />

Dev. Sup. & Environmental Management 0.02% 2,408<br />

Facilities Management 0.01% 750<br />

Public Services 4.99% 583,993<br />

Human Services and Community Partnerships 4.90% 573,833<br />

Resource Stewardship 1.31% 152,973<br />

Public Works 74.90% 8,771,821<br />

Intervention & Detention Alternatives 2.57% 300,954<br />

Constitutional - Sheriff 9.46% 1,108,276<br />

Miscellaneous 1.84% 216,001<br />

TOTAL: 100% 11,711,009<br />

-<br />

-<br />

74,816<br />

103,163<br />

27,209<br />

2,332,491<br />

193,831<br />

76,089<br />

-<br />

2,807,599<br />

Attachment #1<br />

Page 35 of 62<br />

2,408<br />

750<br />

509,177<br />

470,670<br />

125,764<br />

6,439,330<br />

8,577,990<br />

1,032,187<br />

216,001<br />

8,903,410<br />

Page 90 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

FY 2013 Mid-Year Performance and Financial Report<br />

Org Grant/Program Description/Purpose Budget Spent % Unspent<br />

Development Support & Environment Management<br />

934013* Wildlife Preservation Payment for the planting of trees which can not be practically planted on<br />

development sites - used to fund animal rehabilitation agencies<br />

Subtotal: 2,408<br />

Facilities Management<br />

915058 Community Foundation of North Florida Donation providing for the annual placement of a wreath at the WWII Memorial 750<br />

Public Services<br />

Emergency Medical Services<br />

Subtotal: 750<br />

961033* DOH-EMS Match M0004 Funds to provide CPR training to citizens in Leon County 1,911<br />

961034* DOH-EMS Match M0005 Funds to provide Operational Surveillance Software 41,770<br />

961042* DOH-EMS Match M1071 Funds to provide training and education for AEDs 34,320<br />

961043* DOH-EMS Match M1072 Funds to provide CPR kits for traning Leon county citizens in CPR 21,055<br />

961045* DOH-EMS Equipment Funds to provide training equipment for Paramedics and EMTs 60,000<br />

Library Services<br />

912013 E-Rate Federal Communications Commission funding for the purchase of Internet<br />

access computers and related charges<br />

56,556<br />

913023 Patron Donations Individual patron donations designated for particular use within the library system 60,887<br />

913032 Friends-Main Library Tribute Annual donation in support the Library 16,915<br />

913045 Friends-Literacy Annual donation in support of basic literacy 32,401<br />

913082* Ralph Cook Trust A specific patron donation earmarked for the Library 23,390<br />

913115* Friends (2005 Trust) Endowment funds from Friends of the Leon County Library, a 501(c)(3) support<br />

organization<br />

913200* Van Brunt Library Trust<br />

Grants Program Summary<br />

*Denotes Interest Bearing Grant<br />

Proceeds from the Caroline Van Brunt estate dedicated to the Library<br />

FY13<br />

2,408 - 100.00%<br />

57,547<br />

177,241<br />

Subtotal: 583,993<br />

-<br />

-<br />

-<br />

1,629<br />

-<br />

300<br />

12,578<br />

49,526<br />

-<br />

5,814<br />

-<br />

4,711<br />

-<br />

258<br />

-<br />

74,816<br />

Attachment #1<br />

Page 36 of 62<br />

100.00%<br />

100.00%<br />

100.00%<br />

14.76%<br />

100.00%<br />

99.13%<br />

40.26%<br />

17.46%<br />

100.00%<br />

90.45%<br />

100.00%<br />

85.46%<br />

100.00%<br />

99.55%<br />

100.00%<br />

Page 91 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

87.19%


Leon County Government<br />

FY 2013 Mid-Year Performance and Financial Report<br />

Grants Program Summary<br />

*Denotes Interest Bearing Grant<br />

Org Grant/Program Description/Purpose Budget Spent % Unspent<br />

Human Services and Community Partnerships<br />

Health & Human Services<br />

933015<br />

Housing Finance Authority<br />

Closing The Gap Funds to promote coordinated efforts to reduce and eliminate racial and ethnic<br />

health disparities<br />

932014 Housing Services Home Expo<br />

Funds to provide home maintenance education for all housing rehabilitation<br />

clients through Leon County Housing Department's Home Expo workshops<br />

932015 Florida Hardest Hit Program Funding to provide foreclosure prevention assistance to program eligible<br />

residents<br />

20,803<br />

932035 CDBG Emergency Housing Grant Funding to assist in housing rehabilitation for income eligible homeowners<br />

affected by the March 2009 flooding event.<br />

128,696<br />

932072 CDBG Disaster Recovery -HOPE<br />

Community<br />

Funding for rental housing assistance<br />

317,304<br />

932060 CDBG Disaster Recovery - Admin Program funding to support administration of CDBG Disaster Recovery Grant 58,064<br />

Volunteer Services<br />

915040 Hands On Grant Develops Family Friendly volunteer projects in the areas of education,<br />

environment, and the economy<br />

1,394<br />

915041 The Mission Continues Funds to support materials and supplies to complete day of service projects 642<br />

915056 Points of Light Incentive as an affiliate of the Points of Light Foundation 840<br />

Subtotal: 573,833<br />

FY13<br />

45,775<br />

315<br />

-<br />

112<br />

5,796<br />

54,185<br />

-<br />

43,070<br />

-<br />

-<br />

-<br />

103,163<br />

Attachment #1<br />

Page 37 of 62<br />

100.00%<br />

64.44%<br />

72.14%<br />

57.90%<br />

100.00%<br />

25.82%<br />

100.00%<br />

100.00%<br />

100.00%<br />

Page 92 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

82.02%


Leon County Government<br />

FY 2013 Mid-Year Performance and Financial Report<br />

Grants Program Summary<br />

*Denotes Interest Bearing Grant<br />

Org<br />

Resource Stewardship<br />

Grant/Program Description/Purpose Budget Spent % Unspent<br />

Sustainability<br />

915010 Energy Efficiency and Conservation Development of a county efficiency and conservation strategy, energy<br />

conservation training and installation of energy efficient light fixtures and<br />

occupancy control systems<br />

83,013 - 100.00%<br />

915011 Climate Action Summit Funding to support the county sustainability imitative 27,157<br />

27,209 -0.19%<br />

Cooperative Extension<br />

914014 Federal Forestry Funds educational activities relating to forestry - this is a percentage of the total<br />

allocation with the remaining going to Public Works Transportation Trust Fund<br />

914015 Title III Federal Forestry Funds search, rescue, and emergency services on federal land as well as fire<br />

prevention and forest related educational opportunities<br />

914040 Specialty Crop Block Grant FY10<br />

The grant will be used to provide educational outreach programs serving small<br />

farm producers and community market vendors within Leon County.<br />

Subtotal: 152,973<br />

Public Works<br />

921030 Gopher Tortoise Habitat Mgmt Grant<br />

Operations<br />

Funds to improve the Gopher Tortoise habitat through the performance of<br />

prescribed burnings and herbicide treatments to 212 acres of St. Marks<br />

Headwaters Greenway land.<br />

921053* Tree Bank Payment for the planting of trees which can not be practically planted on<br />

development sites<br />

56,743<br />

001000* Side Walks District 1 13,033<br />

002000* Side Walks District 2 23,058<br />

003000* Side Walks District 3<br />

Fee paid by developers to County for sidewalk construction in lieu of constructing<br />

sidewalk with development<br />

37,408<br />

004000* Side Walks District 4 51,299<br />

005000* Side Walks District 5 5,979<br />

FY13<br />

513<br />

28,333<br />

13,957<br />

9,499<br />

-<br />

-<br />

-<br />

27,209<br />

-<br />

7,738<br />

-<br />

-<br />

-<br />

-<br />

-<br />

Attachment #1<br />

Page 38 of 62<br />

100.00%<br />

100.00%<br />

100.00%<br />

82.21%<br />

100.00%<br />

86.36%<br />

100.00%<br />

100.00%<br />

100.00%<br />

100.00%<br />

100.00%<br />

Page 93 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

FY 2013 Mid-Year Performance and Financial Report<br />

Public Works<br />

Parks & Recreation Services<br />

Grants Program Summary<br />

*Denotes Interest Bearing Grant<br />

Org Grant/Program Description/Purpose Budget Spent % Unspent<br />

921043 Boating Improvement State funding for boating improvements - Completed Reeves Landing, Lake<br />

Talquin Restrooms, New Cypress Landing; Rhoden Cove is pending<br />

921116* Miccosukee Community Center 6,173<br />

921126* Chaires Community Center<br />

Fee revenue collected for the rental of community facilities. Separate<br />

7,212<br />

921136* Woodville Community Center expenditure accounts have been established to allow for the payment of<br />

20,056<br />

921146* Fort Braden Community Center approved expenditures associated with improvements to the respective facilities.<br />

17,487<br />

921156* Bradfordville Community Center 7,706<br />

916016<br />

Engineering Services<br />

DOT Big Bend Scenic Byway<br />

932066 CDBG Disaster Recovery Program funding to improve the current stormwater and drainage along the<br />

Franklin Boulevard service area because of chronic flooding issues during heavy<br />

rain events<br />

932067 CDBG Disaster Recovery Program funding to create an emergency access corridor for Fairbanks Ferry<br />

residents outside of the flood plain<br />

FY13<br />

53,667<br />

72,264<br />

3,662,289<br />

932069 DREF-Oakridge Flooded Property<br />

Acquisition<br />

1,585,523<br />

932071 DREF-Capital Cascade Trail, Segment Program funding to address infrastructure and public facility projects directly<br />

1,660,959<br />

3<br />

related to Tropical Storm Fay<br />

932073 DREF-Lakeside Flood Control 647,211<br />

009009 Significant Benefit District 2 Fee paid by developers to County for road and safety improvements 65,635<br />

009010 Significant Benefit District 1 Fee paid by developers to County for road and safety improvements 370,518<br />

009012 Significant Benefit District 4 Fee paid by developers to County for road and safety improvements 62,499<br />

Subtotal: 8,771,821<br />

335,603<br />

38,712<br />

467<br />

-<br />

-<br />

597<br />

-<br />

-<br />

363,938<br />

282,817<br />

126,647<br />

1,511,575<br />

-<br />

-<br />

-<br />

-<br />

2,332,491<br />

Attachment #1<br />

Page 39 of 62<br />

27.87%<br />

92.43%<br />

100.00%<br />

100.00%<br />

96.59%<br />

100.00%<br />

100.00%<br />

90.06%<br />

15.73%<br />

92.01%<br />

8.99%<br />

100.00%<br />

100.00%<br />

100.00%<br />

100.00%<br />

Page 94 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

73.41%


Leon County Government<br />

FY 2013 Mid-Year Performance and Financial Report<br />

Intervention and Det. Alternatives<br />

Supervised Pre-trial Release<br />

Grants Program Summary<br />

*Denotes Interest Bearing Grant<br />

Org Grant/Program Description/Purpose Budget Spent % Unspent<br />

915013 Slosberg-Driver's Education A program that funds organizations providing driver education 248,694<br />

Judicial<br />

943083 DCF - Drug Testing<br />

Constitutionals<br />

Funding received to pay for testing and treatment costs related to Adult Drug<br />

Court<br />

FY13<br />

148,735<br />

40.19%<br />

52,260 45,096 13.71%<br />

Subtotal: 300,954 193,831 35.59%<br />

Sheriff<br />

952020 Sheriff-E911 Grant Funds to purchase and install a new E911 system in the Joint Dispatch Center 988,536<br />

982058 FDLE JAG Grant Federal Stimulus funding allocated through JAG to be utilized purchasing<br />

computer equipment for the Leon County Sheriffs and Tallahassee Police<br />

departments<br />

119,740<br />

Subtotal: 1,108,276<br />

Miscellaneous<br />

918001 Southwood Payment - Woodville<br />

151,001<br />

- 100.00%<br />

Highway Proportionate share payment from Southwood Development to go to the Florida<br />

Department of Transportation for improvements to Woodville Highway<br />

991 Grant Match Funding<br />

Funding set aside to meet grant requirements - the beginning budget was<br />

$90,000, the current budget reflects the drawdown of grant match funds during<br />

the year<br />

65,000<br />

- 100.00%<br />

Subtotal: 216,001 - 100.00%<br />

TOTAL: 11,711,009<br />

-<br />

76,089<br />

76,089<br />

2,807,599<br />

Attachment #1<br />

Page 40 of 62<br />

100.00%<br />

Page 95 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

36.45%<br />

93.13%<br />

76.03%


Population<br />

Thousands<br />

300<br />

225<br />

150<br />

75<br />

0<br />

Thousands<br />

70<br />

60<br />

50<br />

40<br />

30<br />

20<br />

10<br />

0<br />

Total<br />

Incorporated<br />

Unincorporated<br />

Community Economic Profile<br />

'02 '03 '04 '05 '06 '07 '08 '09 '10 '11 '12<br />

Sources:<br />

- 2012, Population Estimates and Projections from Tallahassee/Leon County Planning<br />

Department 2012.<br />

- 1998-2007, Division of Research & graphics and University of Florida BEBR, Florida<br />

Statistical Abstract 2010.<br />

- 2010 United States Census<br />

Higher Education Enrollment<br />

'01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11<br />

Source: Fall Enrollment Statistics from the Office of the Registrar for FSU/FAMU/TCC<br />

Total<br />

FSU<br />

TCC<br />

FAMU<br />

Attachment #1<br />

Page 41 of 62<br />

According to the 2010 United States<br />

Census data and 2012 estimates<br />

from the Florida Bureau of Economic<br />

and Business Research, Florida<br />

Statistical Abstract, the current Leon<br />

County population is 277,670; 66%<br />

incorporated and 34%<br />

unincorporated. Total county<br />

population estimates had slowed to<br />

less than 1% annual growth since<br />

2006. In 2009, there was a slight<br />

decline in population estimates.<br />

According to 2012 estimates, the total<br />

population has seen a 0.50%<br />

increase since the 2010 Census.<br />

Population estimates include higher<br />

education enrollment.<br />

Leon County had the second highest<br />

growth rate of neighboring counties<br />

since the 2010 Census behind only<br />

Gadsden County: Gadsden (2.4%),<br />

Leon (0.8%), Wakulla (0.0%), and<br />

Jefferson (-1.9%).<br />

Three institutions of higher learning<br />

are located in Tallahassee: Florida<br />

State University (FSU), Florida<br />

Agricultural & Mechanical University<br />

(FAMU), and Tallahassee Community<br />

College (TCC). Total enrollment for<br />

Fall 2012 decreased 3% from 2011 to<br />

68,201, down from the 2% increase in<br />

the previous year.<br />

In the last decade, TCC has had the<br />

highest overall average enrollment<br />

increase (2.21%), followed by FSU<br />

(1.35%) and FAMU (-0.34%).<br />

Page 96 of 631 Posted at 6:15 p.m. on June 10, 2013


Unemployment Statistics<br />

14.0%<br />

12.0%<br />

10.0%<br />

8.0%<br />

6.0%<br />

4.0%<br />

2.0%<br />

0.0%<br />

Taxable Sales<br />

$5.0<br />

$4.5<br />

$4.0<br />

$3.5<br />

$3.0<br />

$2.5<br />

$2.0<br />

$1.5<br />

$1.0<br />

$0.5<br />

$0.0<br />

Billions<br />

3.20<br />

Community Economic Profile<br />

'04 '05 '06 '07 '08 '09 '10 '11 '12 Apr '13<br />

3.49<br />

3.64<br />

4.06<br />

4.14<br />

4.00<br />

Florida<br />

United States<br />

3.45<br />

Leon County<br />

*Source: Florida Agency for Workforce Innovation, Labor Market Statistics; US Department of<br />

Labor, Bureau of Labor Statistics<br />

3.32 3.37 3.43<br />

'03 '04 '05 '06 '07 '08 '09 '10 '11 '12<br />

Source: Florida Legislature’s Office of Economic and Demographic Research for<br />

Tallahassee Metropolitan Statistical Area<br />

Attachment #1<br />

Page 42 of 62<br />

Unemployment rates are a traditional<br />

indicator of economic health. Leon<br />

County's unemployment rate has<br />

remained below the state and national<br />

averages for the past ten years. The<br />

unemployment rate decreased from<br />

2004 through 2006. In 2008, a<br />

troubled economy caused<br />

unemployment to rise nationwide. In<br />

2009, the state of Florida experienced<br />

a 70% increase in unemployment<br />

compared to Leon County’s 60%<br />

increase.<br />

In 2011, Florida’s unemployment rate<br />

decreased for the first time since 2006<br />

from 11.9% in 2010 to 10.5% in 2011,<br />

which is approximately 2% higher<br />

than the current national average of<br />

8.4%. Leon County’s unemployment<br />

rate continues to trend lower than the<br />

state or national rates as the April<br />

2013 rate of 5.5% is a decrease from<br />

the 6.7% unemployment rate in April<br />

of 2012.<br />

*FY12 Unemployment data released<br />

3/18/2013.<br />

Taxable sales data is popularly used<br />

as one indicator of regional economic<br />

activity. The data is derived from<br />

sales tax returns filed monthly by<br />

retail establishments with the Florida<br />

Department of Revenue. Retail sales<br />

experienced a steady increase<br />

beginning in 2003 and peaking in<br />

2007 before the beginning of the<br />

current economic downturn. In 2009,<br />

taxable sales decreased 14%. In<br />

2010, taxable sales decreased 4%. In<br />

2011, however taxable sales<br />

increased by $51 million or<br />

approximately 2% and continued with<br />

a $60 million increase in 2012.<br />

Page 97 of 631 Posted at 6:15 p.m. on June 10, 2013


Total County Labor Force<br />

Thousands<br />

160<br />

150<br />

140<br />

130<br />

120<br />

110<br />

100<br />

133<br />

Industry<br />

137<br />

139<br />

Employees<br />

2002<br />

144<br />

% Labor<br />

Force<br />

Community Economic Profile<br />

Employees<br />

2012<br />

% Labor<br />

Force<br />

%<br />

Change<br />

Government<br />

Education and<br />

62,000 38.5% 60,600 37.1% -2.3%<br />

Health Services<br />

Professional<br />

and Business<br />

16,900 10.5% 19,900 12.2% 17.8%<br />

Services 17,200 10.7% 17,900 10.9% 4.1%<br />

Retail Trade<br />

Leisure and<br />

18,100 11.2% 17,400 10.6% -3.9%<br />

Hospitality 13,600 8.4% 16,700 10.2% 22.8%<br />

Other Services<br />

Financial<br />

5,800 3.6% 6,800 4.2% 17.2%<br />

Activities 7,500 4.7% 7,100 4.3% -5.3%<br />

Construction 7,200 4.5% 5,800 3.5% -19.4%<br />

Manufacturing 4,200 2.6% 3,200 2.0% -23.8%<br />

Information 3,600 2.2% 3,300 2.0% -8.3%<br />

Wholesale<br />

Transportation,<br />

Warehousing,<br />

3,200 2.0% 3,200 2.0% 0.0%<br />

and Utilities 1,900 1.2% 1,600 1.0% -15.8%<br />

Total 161,200 100.0% 163,500 100.0% 1.4%<br />

Source: Florida Department of Economic Opportunity; Includes data from the Tallahassee Metropolitan<br />

Statistical Area (MSA), which is comprised of Gadsden, Jefferson, Leon, and Wakulla<br />

147<br />

149 150 150<br />

'04 '05 '06 '07 '08 '09 '10 '11 '12<br />

Source: Florida Agency for Workforce Innovation, Labor Market Statistics; US Department of<br />

Labor, Bureau of Labor Statistics<br />

Employment by Industry – 2002 vs. 2012<br />

147<br />

Attachment #1<br />

Page 43 of 62<br />

The local labor force consists of the<br />

total number of people employed and<br />

individuals seeking employment,<br />

including those classified as<br />

unemployed.<br />

From 2004 to 2010, Leon County’s<br />

labor force has increased an average<br />

of 1.6% annually. This growing trend<br />

slowed in 2010 as the County’s labor<br />

force from 2010 to 2011 remained flat.<br />

In 2012 the labor force had its first<br />

decline since 2002 decreasing -2.0%<br />

Over the past ten years, Leon<br />

County's major industries have<br />

included Government, Education and<br />

Health Services, and Retail Trade.<br />

This is attributed to the support<br />

needed for the large government and<br />

higher education infrastructure in the<br />

Tallahassee Metropolitan Statistical<br />

Area (MSA).<br />

The percentage of the labor force for<br />

Government has decreased since<br />

2002, while Education and Health<br />

Services, Professional and Business<br />

Services, Retail Trade and Leisure<br />

and Hospitality have all increased,<br />

which reflects a more diverse<br />

economy.<br />

The most dramatic increase over the<br />

past decade has included Leisure and<br />

Hospitality, Education and Health<br />

Services, Other Services and<br />

Professional and Business Services.<br />

Manufacturing has seen the largest<br />

decrease, followed by Construction,<br />

Transportation Warehousing, and<br />

Utilities.<br />

As a whole, these industries have<br />

seen a 1.4% increase in employment<br />

over the past ten years, with 163,500<br />

employees in 2012.<br />

Page 98 of 631 Posted at 6:15 p.m. on June 10, 2013


Taxable Value<br />

$20.0<br />

$15.0<br />

$10.0<br />

$5.0<br />

$0.0<br />

20.0%<br />

15.0%<br />

10.0%<br />

5.0%<br />

0.0%<br />

-5.0%<br />

-10.0%<br />

12.6<br />

14.7<br />

16.4<br />

15.8<br />

Community Economic Profile<br />

14.7 14.5<br />

14.0<br />

'04 '05 '06 '07 '08 '09 '10 '11<br />

Certification of Final Taxable Value, Forms DR-422<br />

*Forms DR-420 are estimated values<br />

Annual Percentage Change in Taxable Value<br />

9.33%<br />

15.84%<br />

16.80%<br />

11.21%<br />

-3.63%<br />

-7.01%<br />

-1.55%<br />

-3.14%<br />

13.4<br />

-4.39%<br />

'03 '04 '05 '06 '07 '08 '09 '10 '11<br />

Source: Certification of Final Taxable Value, Forms DR-422<br />

*Forms DR-420 are estimated values<br />

Attachment #1<br />

Page 44 of 62<br />

Taxable values increased steadily<br />

from 2004 to 2006; however, due to<br />

property tax reform in 2007, the value<br />

of taxable property fell to $15.8 billion.<br />

In the past 5 years, valuations have<br />

decreased by $2.6 billion or 16% and<br />

are largely due to the continuing<br />

recession and a repressed housing<br />

market.<br />

Valuations from the prior year ending<br />

December 31 are used to develop the<br />

next year budget (e.g., 2012<br />

valuations are used to develop the FY<br />

2013/2014 budget).<br />

Property tax reform in 2007 and 2008<br />

contributed to the first declines in<br />

taxable value percentage in more<br />

than five years. The continued<br />

decline is due to the recession<br />

economy and the repressed housing<br />

market. In 2006 values increased by<br />

11.2% followed by a six-year<br />

fluctuating decline (3.6%, 7%, 1.6%,<br />

3.1%, and 4.4% respectively).<br />

Page 99 of 631 Posted at 6:15 p.m. on June 10, 2013


Name<br />

Smith Interest<br />

General Partnership<br />

Community Economic Profile<br />

Principal Taxpayers<br />

2011 2012<br />

Total Taxable<br />

Value<br />

$126,492,644 $2,521,295<br />

Total Taxes Name<br />

Smith Interest<br />

General Partnership<br />

Total Taxable<br />

Value<br />

Total Taxes<br />

$123,896,491 $2,498,478<br />

Century Link $111,861,495 $2,186,944 Century Link $119,969,285 $2,391,564<br />

Tallahassee Medical<br />

Center, Inc.(1)<br />

$68,777,575 $1,366,817<br />

Wal-Mart Stores, Inc $55,513,019 $1,270,861<br />

DRA CRT Tallahassee<br />

Center, LLC(2)<br />

Talquin Electric Coop,<br />

Inc.<br />

$60,742,063 $1,207,127<br />

$63,750,366 $1,033,942<br />

Florida Gas<br />

Transmission<br />

Company<br />

Tallahassee Medical<br />

Center, Inc.(1)<br />

DRA CRT<br />

Tallahassee Center,<br />

LLC(2)<br />

Talquin Electric Coop,<br />

Inc.<br />

$83,848,719 $1,397,345<br />

$65,332,567 $1,323,729<br />

$59,943,628 $1,214,534<br />

$64,676,443 $1,074,171<br />

St. Joe Company $49,995,332 $992,447 Wal-Mart Stores, Inc $52,455,074 $1,019,974<br />

Comcast Cablevision $49,615,414 $909,329 St. Joe Company $45,737,053 $922,141<br />

Capital City Bank $38,859,823 $756,665 Capital City Bank $37,513,217 $737,912<br />

Northwood Associates,<br />

LLC<br />

$30,698,518 $610,418 Comcast Cablevision $39,171,835 $735,050<br />

Total $656,306,249 $12,855,845 Total $692,544,312 $13,314,898<br />

Notes:<br />

Taxes paid reflect all taxing authorities (i.e. County, School Board, City, Northwest Water Management District, and the Downtown Improvement<br />

Authority).<br />

The taxable value of Leon County’s Top Ten Taxpayers increased by $36 million from 2011 to 2012; this 6% increase in value led to a<br />

corresponding increase in total taxes paid based on total taxable value.<br />

(1) Tallahassee Medical Center, Inc. is also known as Capital Regional Medical Center<br />

(2) DRA CRT Tallahassee Center, Inc is also known as the Koger Center Properties<br />

Attachment #1<br />

Page 45 of 62<br />

Page 100 of 631 Posted at 6:15 p.m. on June 10, 2013


Residential Building Permits<br />

# of Permits<br />

4,000<br />

3,000<br />

2,000<br />

1,000<br />

0<br />

Millions<br />

$175<br />

$150<br />

$125<br />

$100<br />

$75<br />

$50<br />

$25<br />

$0<br />

Community Economic Profile<br />

Mobile Homes Multi-Family Single-Family<br />

'03 '04 '05 '06 '07 '08 '09 '10 '11 '12<br />

Source: Leon County Growth & Environmental Management, City of Tallahassee Building<br />

Inspection Division, and Tallahassee-Leon County Planning Department<br />

Value of Commercial Permits<br />

84.1<br />

108.9<br />

69.5 65.1<br />

126.4<br />

108.5<br />

47.6<br />

38.9 34.7<br />

'03 '04 '05 '06 '07 '08 '09 '10 '11 '12<br />

Source: Leon County Growth & Environmental Management, City of Tallahassee Building<br />

Inspection Division, and Tallahassee-Leon County Planning Department<br />

92.0<br />

Attachment #1<br />

Page 46 of 62<br />

Total countywide residential building<br />

permits grew relatively steady and<br />

peaked in 2005. However, signaling<br />

the beginning of a housing crisis,<br />

2006 experienced a dramatic<br />

decrease in overall permits. By 2010,<br />

total Residential Building Permits<br />

decreased by 85% from peak 2005<br />

levels. An increase in 2012 permits of<br />

19% over 2011 numbers were aided<br />

by multi-family permits which grew<br />

from 27 in 2010 to 847 in 2012.<br />

Over the past 10 years countywide<br />

commercial permit valuation has been<br />

volatile. Spikes in 2004 and 2007<br />

were both followed by reductions in<br />

following years, with a significant<br />

decrease in 2009. The values of<br />

commercial permits fell by 56% in<br />

2009; and have dropped 72% in 2011<br />

from peak values in 2007. This<br />

decline was followed by the largest<br />

rebound since 2007 as values<br />

increased 165% in 2012.<br />

Page 101 of 631 Posted at 6:15 p.m. on June 10, 2013


Violent Crime Rate<br />

Per 100,000 Residents<br />

1,600<br />

1,200<br />

21<br />

18<br />

15<br />

12<br />

800<br />

400<br />

9<br />

6<br />

3<br />

0<br />

0<br />

Thousands<br />

Community Economic Profile<br />

'02 '03 '04 '05 '06 '07 '08 '09 '10 '11<br />

Source: Florida Statistical Analysis Center, FDLE<br />

Crimes Against Property in Leon County<br />

Vehicle Theft Burglary Larceny<br />

'02 '03 '04 '05 '06 '07 '08 '09 '10 '11<br />

Source: Florida Statistical Analysis Center, FDLE<br />

Florida<br />

Leon County<br />

Attachment #1<br />

Page 47 of 62<br />

Violent Crime consists of murder, sex<br />

offenses, robbery and aggravated<br />

assault.<br />

Over the past ten years, Violent Crime<br />

in Leon County has decreased an<br />

average of 4%. In 2011, Leon County<br />

saw a 3.6% decrease in violent<br />

crimes committed per 100,000<br />

people.<br />

Generally, property crime in Leon<br />

County has fluctuated since 2002.<br />

Over a ten-year period, there has<br />

been an average of 2.5% decrease<br />

for Leon County. The greatest<br />

decline occurred from 2003 to 2004 at<br />

15.58%.<br />

Burglary (15.5%), motor vehicle theft<br />

(5.2%), and larceny (4.5%) were all<br />

contributing factors for the 2011 rise<br />

in property crimes (7.5%) in Leon<br />

County compared to the rest of the<br />

State of Florida that saw a 0.3%<br />

decline in property crimes.<br />

Page 102 of 631 Posted at 6:15 p.m. on June 10, 2013


Homestead Parcels<br />

Hundreds<br />

60<br />

56<br />

52<br />

48<br />

44<br />

40<br />

51.3<br />

52.0<br />

53.0<br />

53.8<br />

54.6<br />

Community Economic Profile<br />

55.7<br />

56.2<br />

56.8 56.8<br />

56.4<br />

'02 '03 '04 '05 '06 '07 '08 '09 '10 '11 '12<br />

Source: Property Appraiser, Official Tax Roll Certification<br />

55.9<br />

Attachment #1<br />

Page 48 of 62<br />

Growth in homestead parcels<br />

has remained steady at an<br />

average of .90% growth per<br />

year since 2002. However,<br />

from 2010 to 2012 there has<br />

been a slight decrease with 894<br />

fewer homesteaded parcels, or<br />

a 1.57% decline.<br />

Page 103 of 631 Posted at 6:15 p.m. on June 10, 2013


Intergovernmental Revenues<br />

Percent of Operating Revenues<br />

20.00%<br />

15.00%<br />

10.00%<br />

5.00%<br />

0.00%<br />

18.00%<br />

14.00%<br />

10.00%<br />

6.00%<br />

2.00%<br />

-2.00%<br />

-6.00%<br />

-10.00%<br />

11.44%<br />

12.43% 12.52%<br />

Financial Indicators<br />

9.29%<br />

9.91% 10.25%<br />

FY08 FY09 FY10 FY11 FY12 FY13 Proj<br />

Property Tax Revenues<br />

Rate of Change<br />

0.16%<br />

5.08%<br />

-6.74%<br />

-1.54%<br />

-2.93%<br />

1.18%<br />

FY08 FY09 FY10 FY11 FY12 FY13 proj.<br />

Analysis: The monitoring of<br />

intergovernmental revenues (revenues<br />

received from another governmental<br />

entity) is important since over<br />

dependence on such revenues can be<br />

harmful; especially, if the external<br />

source withdraws the funds entirely<br />

and/or reduces its share of costs. Leon<br />

County exhibits a reduced dependency<br />

on intergovernmental revenues in<br />

comparison to total operating revenues.<br />

Grants are not generally included in<br />

intergovernmental revenue projections;<br />

however, grants are included in this<br />

projections and account for a significant<br />

portion of actual intergovernmental<br />

revenues. Intergovernmental revenues<br />

are trending up due to increased grant<br />

funding.<br />

Formula: Intergovernmental Revenues<br />

divided by Total Operating Revenues.<br />

Source: FY 2012 TRIM AD<br />

Attachment #1<br />

Page 49 of 62<br />

Analysis: In the past ten years, Leon<br />

County has become more reliant on<br />

property tax revenue, primarily due to<br />

the reduction of intergovernmental<br />

revenue.<br />

The Board adopted the rolled back<br />

8.1344 rate for FY13. The projected<br />

rate of change in FY13 is an increase of<br />

1.18% due to a moderate incline in<br />

property values from the previous year.<br />

By adopting the rolled back rate the<br />

board maintains the total tax collection<br />

level at 0.5 percent less than FY2012.<br />

Formula: Current Year minus Prior<br />

Year divided by Prior Year.<br />

Source: 2012 Certification of Final Taxable Value<br />

and Statistical Digest.<br />

Page 104 of 631 Posted at 6:15 p.m. on June 10, 2013


Revenue Projections<br />

Budgeted v. Actual Revenues<br />

10.00%<br />

9.00%<br />

8.00%<br />

7.00%<br />

6.00%<br />

5.00%<br />

4.00%<br />

3.00%<br />

2.00%<br />

1.00%<br />

0.00%<br />

40.00%<br />

30.00%<br />

20.00%<br />

10.00%<br />

0.00%<br />

4.27%<br />

2.95% 2.75%<br />

Financial Indicators<br />

2.30%<br />

3.84%<br />

FY08 FY09 FY10 FY11 FY12<br />

Capital Outlay<br />

Percentage of Total Expenditures<br />

15.5%<br />

16.2%<br />

14.2%<br />

7.7%<br />

12.2%<br />

8.7%<br />

FY08 FY09 FY10 FY11 FY12 FY13 Proj<br />

Attachment #1<br />

Page 50 of 62<br />

Analysis: This indicator examines the<br />

differences between actual revenues<br />

received versus budgeted revenues<br />

during the past fiscal year. Typically,<br />

actual revenues versus budgeted<br />

revenues fall in the range of + or - five<br />

percent.<br />

Formula: Actual General Fund,<br />

Special Funds and Enterprise Fund<br />

Revenue minus Budgeted General<br />

Fund, Special Funds and Enterprise<br />

Fund Revenue divided by Budgeted<br />

Revenues.<br />

Source: FY 2012 Revenue Summary Report.<br />

Analysis: The purpose of capital<br />

outlay in the operating budget is to<br />

replace equipment or to add new<br />

equipment and infrastructure. The<br />

ratio of capital outlay to net operating<br />

expenditures is a rough indicator of<br />

whether the stock of equipment and<br />

infrastructure is being replaced or<br />

added. The FY13 projection is based<br />

upon what has been budgeted for the<br />

current fiscal year and does not<br />

include carry forward projects from<br />

the previous fiscal year.<br />

Formula: Capital Outlay Divided by<br />

Total Operating Expenditures.<br />

Source: FY 2012 Expenditure Summary Report<br />

and Budget Summary.<br />

Page 105 of 631 Posted at 6:15 p.m. on June 10, 2013


Revenues Per Capita<br />

$900<br />

$825<br />

$750<br />

$675<br />

$600<br />

$525<br />

$450<br />

$375<br />

$300<br />

$850<br />

$750<br />

$650<br />

$550<br />

$450<br />

$350<br />

$825<br />

$785<br />

$760<br />

Financial Indicators<br />

$722<br />

$689 $673<br />

FY08 FY09 FY10 FY11 FY 12 FY 13 Proj<br />

Expenditures Per Capita<br />

$660<br />

$632<br />

$641<br />

$638<br />

$668<br />

$661<br />

FY08 FY09 FY10 FY11 FY12 FY13 Proj<br />

Attachment #1<br />

Page 51 of 62<br />

Analysis: Examining per capita<br />

revenues indicates changes in<br />

revenues relative to changes in<br />

population size. As population<br />

increases, it is expected that<br />

revenues and the needs for services<br />

will increase. If per capita revenues<br />

are decreasing, it will be impossible to<br />

continue to maintain the existing level<br />

of services unless new sources of<br />

revenues and ways of reducing<br />

expenses are found. The FY08<br />

increase resulted from returned<br />

revenue from the Tax Collector and<br />

Sheriff in addition to higher<br />

ambulance fee revenue. Revenue<br />

per capita declines over the past four<br />

years reflect current economic<br />

conditions. Projections for FY13 also<br />

take into account the macroeconomic<br />

environment.<br />

Formula: General Fund, Special<br />

Revenue Funds, and Enterprise Fund<br />

Revenues Divided by Population.<br />

Source: FY 2011 Revenue Summary Report<br />

and the FY 2012 Budget Summary.<br />

Analysis: Changes in per capita<br />

expenditures reflect changes in<br />

expenditures relative to changes in<br />

population. This indicator has<br />

increased slightly over the past four<br />

years.<br />

The decrease in FY09 expenditures<br />

per capita reflects reductions in<br />

personnel costs due to a hiring freeze<br />

and the elimination of some positions.<br />

The FY13 projection reflects<br />

decreased payments to Medicaid;<br />

healthcare and retirement costs.<br />

The additional one cent tax for the<br />

Performing Arts Center is included in<br />

this calculation of operating<br />

expenditures per capita.<br />

Formula: Actual General Fund,<br />

Special Funds and Enterprise Fund<br />

divided by population.<br />

Source: FY 2012 Expenditure Summary Report,<br />

the 2010 Statistical Digest, and the FY 2010<br />

Budget Summary.<br />

Page 106 of 631 Posted at 6:15 p.m. on June 10, 2013


General/Fine and Forfeiture Fund Balance<br />

Millions<br />

$45.00<br />

$40.00<br />

$35.00<br />

$30.00<br />

$25.00<br />

$20.00<br />

$15.00<br />

$10.00<br />

7.00<br />

6.75<br />

6.50<br />

6.25<br />

6.00<br />

$24.50<br />

$25.70<br />

$30.70<br />

$31.73<br />

Financial Indicators<br />

$35.03<br />

$29.94<br />

FY08 FY09 FY10 FY11 FY12 FY13 Proj.<br />

Employees Per Capita<br />

Employees Per 1,000 Leon County Residents<br />

Thousands<br />

6.58 6.57<br />

6.49<br />

6.43<br />

6.40<br />

6.16<br />

FY08 FY09 FY10 FY11 FY12 FY13 Proj<br />

Attachment #1<br />

Page 52 of 62<br />

Analysis: Positive fund balances can<br />

be thought of as reserves, although<br />

the “fund balance” entries on the<br />

annual report will not always be<br />

synonymous with the funds “available<br />

for appropriation.” The County’s<br />

reserve policy requires fund balances<br />

to be between a minimum of 15% and<br />

a maximum of 30% of operating<br />

expenditures. The FY09 fund balance<br />

includes an appropriation of $3.9<br />

million in local economic stimulus<br />

funding. However, this is offset by the<br />

return of excess fees from the<br />

Constitutional Officers and higher<br />

than anticipated interest earnings.<br />

The FY13 decline results from $5<br />

million in appropriations to address<br />

continuously declining revenues.<br />

Formula: Prior year fund balance plus<br />

actual revenues minus actual<br />

expenditures.<br />

Source: FY12 Summary of Fund Balance and<br />

Retained Earnings and Year Ending Report.<br />

Analysis: Personnel costs are a<br />

major portion of an operating budget;<br />

for that reason plotting changes in the<br />

number of employees per capita<br />

effectively measures changes in<br />

expenditures. Overall, the County is<br />

controlling the cost associated with<br />

this financial indicator. Note that the<br />

number of employees includes<br />

Constitutional Officers. In<br />

comparison to other like-sized<br />

counties, Leon County, along with St.<br />

Lucie, ranks the lowest in number of<br />

employees per capita.<br />

(The Sheriff experienced a net loss of<br />

39 positions. EMS had 4 positions<br />

realigned to the Public Safety<br />

Complex. In addition to the Counties<br />

net loss of 6.5 positions).<br />

Formula: Number of Full-Time<br />

Employees Divided by Population<br />

multiplied by 1,000.<br />

Source: FY 12-13 Annual Budget Document and<br />

Tallahassee/Leon County Planning Department.<br />

Page 107 of 631 Posted at 6:15 p.m. on June 10, 2013


Debt Service<br />

Percentage of Total Operating Expenditures<br />

10.00%<br />

8.00%<br />

6.00%<br />

4.00%<br />

2.00%<br />

0.00%<br />

5.18%<br />

5.37% 5.33% 5.32%<br />

Financial Indicators<br />

5.01%<br />

5.08%<br />

FY08 FY09 FY10 FY11 FY12 FY13 Proj<br />

Liquidity<br />

Ratio of Current Assets to Current Liabilities<br />

$10.00<br />

$8.00<br />

$6.00<br />

$4.00<br />

$2.00<br />

$0.00<br />

6.65<br />

7.61<br />

6.99<br />

5.80<br />

5.21<br />

4.23<br />

FY07 FY08 FY09 FY10 FY11 FY12<br />

Attachment #1<br />

Page 53 of 62<br />

Analysis: Debt service is defined as<br />

the amount of principal and interest<br />

that a local government pays each<br />

year on net direct bonded long-term<br />

debt, plus the interest on direct shortterm<br />

debt. Increasing debt service<br />

reduces expenditure flexibility by<br />

adding to the County's financial<br />

obligations. Leon County’s debt<br />

service has trended downward over<br />

the past five years. However, in FY12<br />

Leon County renegotiated its debt<br />

service resulting in a slight increase.<br />

Leon County maintains level debt<br />

service.<br />

Formula: Debt Service divided by<br />

Total Operating Expenditures.<br />

Source: FY 2011 Expenditure Summary and the<br />

FY 2012 Budget Summary.<br />

Analysis: The current ratio is a<br />

liquidity indicator that measures a<br />

government’s short-run financial<br />

condition by examining the ratio of<br />

cash and short term assets against<br />

current liabilities. This ratio shows<br />

whether a government can pay its<br />

short-term debt obligations.<br />

The International City / County<br />

Management Association (ICMA)<br />

states ratio that fall below 1:1 for more<br />

than consecutive three years is a<br />

decidedly negative indicator. The<br />

ICMA further recommends keeping<br />

this ratio above 1:1. Leon County<br />

maintains a liquidity ratio above this<br />

level even during the current<br />

economic climate, a sign of short-term<br />

financial strength.<br />

Formula: Cash and short-term<br />

investments divided by Current<br />

Liabilities<br />

Source: FY 2012 Comprehensive Annual<br />

Financial Report<br />

Page 108 of 631 Posted at 6:15 p.m. on June 10, 2013


Total Net Budget (FY13)<br />

Millions<br />

$500<br />

$250<br />

$0<br />

$199<br />

$242<br />

Comparative Data for Like-Sized Counties*<br />

$251<br />

$275<br />

Net Budget Per Countywide Resident (FY13)<br />

$2,500<br />

$2,000<br />

$1,500<br />

$1,000<br />

$500<br />

$0<br />

$718<br />

$839<br />

$919<br />

$980<br />

$295<br />

$1,051<br />

$308<br />

$1,570<br />

$529<br />

$1,885<br />

* Comparative Counties updated based on 2012 population estimates.<br />

Source: University of Florida, Bureau of Economic and Business Research, 11/1/2012.<br />

Attachment #1<br />

Page 54 of 62<br />

Leon County ranks lowest in<br />

operating budget among like-sized<br />

counties, with a net budget of $200<br />

million. Alachua County’s net budget<br />

is 21% higher than Leon County’s.<br />

As recommended by the International<br />

City County Management Association<br />

(ICMA), total net budget excludes<br />

capital and county total budgeted<br />

reserves.<br />

Leon County is the lowest for dollars<br />

spent per county resident. Osceola<br />

County spends more than two and a<br />

half times the amount per resident<br />

than Leon County. The next closest<br />

County’s net budget per capita is<br />

16% higher than Leon County’s (Lake<br />

County).<br />

Page 109 of 631 Posted at 6:15 p.m. on June 10, 2013


Countywide Population (2012)<br />

Thousands<br />

400<br />

300<br />

200<br />

100<br />

0<br />

196<br />

247<br />

Comparative Data for Like-Sized Counties*<br />

278 280 281<br />

Anticipated Ad Valorem Tax Collections (FY13)<br />

Millions<br />

$250<br />

$200<br />

$150<br />

$100<br />

$50<br />

$0<br />

$66<br />

$89 $92 $96<br />

$98<br />

300 300<br />

$105<br />

* Comparative Counties updated based on 2012 population estimates.<br />

Source: University of Florida, Bureau of Economic and Business Research, 11/1/2012<br />

$106<br />

Attachment #1<br />

Page 55 of 62<br />

The Florida Bureau of Economic and<br />

Business Research estimated the<br />

Leon County 2012 population at<br />

277,670 residents. The selection of<br />

comparative counties is largely<br />

based on population served.<br />

Among the like-sized counties, Leon<br />

County collects $106 million in ad<br />

valorem taxes. Leon County collects<br />

$13 million more than the median<br />

collection ($93 million). Due to the<br />

2008 passage of property tax reform<br />

by referendum and enabling<br />

legislative actions, ad valorem tax<br />

collections rates were significantly<br />

impacted in all counties. In addition,<br />

decreased property valuations<br />

associated with the recession and a<br />

repressed housing market will further<br />

effect collections in the near term.<br />

Ad valorem taxes account for 50% of<br />

the County’s operating revenue.<br />

Page 110 of 631 Posted at 6:15 p.m. on June 10, 2013


Total Number of County Employees (FY13)<br />

3,500<br />

3,000<br />

2,500<br />

2,000<br />

1,500<br />

1,000<br />

500<br />

0<br />

1,582<br />

1,718<br />

Comparative Data for Like-Sized Counties*<br />

1,772<br />

1,882 1,902<br />

County Employees per 1,000 Residents (FY13)<br />

14.0<br />

12.0<br />

10.0<br />

8.0<br />

6.0<br />

4.0<br />

2.0<br />

0.0<br />

6 6 6<br />

2,244<br />

8 8 8<br />

2,445<br />

* Comparative Counties updated based on 2012 population estimates.<br />

Source: University of Florida, Bureau of Economic and Business Research, 11/1/2012<br />

10<br />

Attachment #1<br />

Page 56 of 62<br />

County employees consist of<br />

Board, Constitutional, and Judicial<br />

Offices. Leon County has the<br />

second lowest number of county<br />

employees among comparables.<br />

All comparable counties surveyed<br />

reported either the same or fewer<br />

employees than in FY12 except for<br />

Alachua, Osceola, and Escambia<br />

Counties. This is largely attributed<br />

to property tax reform followed by<br />

the recession which has impacted<br />

county revenues and services.<br />

Leon County has a ratio of 6<br />

employees for every thousand<br />

County residents, tied with St. Lucie<br />

and Lake County as the lowest in<br />

per capita employees.<br />

Page 111 of 631 Posted at 6:15 p.m. on June 10, 2013


Total Net Budget (FY13)<br />

Millions<br />

$300<br />

$250<br />

$200<br />

$150<br />

$100<br />

$50<br />

$0<br />

$18<br />

Comparative Data for Surrounding Counties<br />

$29<br />

$29<br />

$199<br />

Jefferson Wakulla Gadsden Leon<br />

Net Budget Per Countywide Resident (FY13)<br />

$2,100<br />

$1,800<br />

$1,500<br />

$1,200<br />

$900<br />

$600<br />

$300<br />

$0<br />

$602<br />

$718<br />

$932<br />

$1,228<br />

Gadsden Leon Wakulla Jefferson<br />

Attachment #1<br />

Page 57 of 62<br />

Leon County ranks highest in<br />

operating budget among surrounding<br />

counties, with a net budget of $199<br />

million. Jefferson County ranks<br />

lowest with a net budget of $18<br />

million.<br />

As recommended by the International<br />

City County Management Association<br />

(ICMA), total net budget excludes<br />

capital and county total budgeted<br />

reserves.<br />

Leon County is the second lowest for<br />

dollars spent per county resident.<br />

Gadsden County spends 17% less,<br />

while Jefferson County spends 71%<br />

more per county resident.<br />

Page 112 of 631 Posted at 6:15 p.m. on June 10, 2013


Countywide Population (2012)<br />

Thousands<br />

300<br />

250<br />

200<br />

150<br />

100<br />

50<br />

0<br />

14<br />

Comparative Data for Surrounding Counties<br />

31<br />

48<br />

278<br />

Jefferson Wakulla Gadsden Leon<br />

Anticipated Ad Valorem Tax Collections (FY13)<br />

Millions<br />

$135<br />

$120<br />

$105<br />

$90<br />

$75<br />

$60<br />

$45<br />

$30<br />

$15<br />

$0<br />

$4<br />

$9<br />

$11<br />

$106<br />

Jefferson Wakulla Gadsden Leon<br />

Attachment #1<br />

Page 58 of 62<br />

The Florida Bureau of Economic and<br />

Business Research estimated the<br />

2012 Leon County population at<br />

277,670. Leon County has<br />

approximately 230,000 more<br />

residents than neighboring Gadsden<br />

County which has the next highest<br />

population. Of the surrounding<br />

counties, Gadsden has the highest<br />

projected population growth rate since<br />

the 2010 census at 2% compared to<br />

Leon (1%), Wakulla (0%), and<br />

Jefferson (-2%).<br />

Among the surrounding counties,<br />

Leon County collects the highest<br />

amount of ad valorem taxes.<br />

Page 113 of 631 Posted at 6:15 p.m. on June 10, 2013


2,000<br />

1,600<br />

1,200<br />

800<br />

400<br />

18.0<br />

16.0<br />

14.0<br />

12.0<br />

10.0<br />

8.0<br />

6.0<br />

4.0<br />

2.0<br />

0.0<br />

0<br />

170<br />

Comparative Data for Surrounding Counties<br />

Total Number of County Employees (FY13)<br />

342<br />

345<br />

1,718<br />

Jefferson Gadsden Wakulla Leon<br />

Total County Employees per 1,000 Residents (FY13)<br />

6<br />

7<br />

Leon Gadsden Wakulla Jefferson<br />

11<br />

12<br />

Attachment #1<br />

Page 59 of 62<br />

County employees consist of Board,<br />

Constitutional, and Judicial Offices.<br />

Leon County has the highest number<br />

of county employees.<br />

Leon County has a ratio of 6<br />

employees for every thousand county<br />

residents. When compared to<br />

surrounding counties, Leon County<br />

ranks the lowest.<br />

Page 114 of 631 Posted at 6:15 p.m. on June 10, 2013


Net Budget per Countywide Resident<br />

County<br />

Net Budget<br />

Per Capita<br />

Comparative Data for All Florida Counties<br />

Staff Per<br />

1000<br />

%<br />

Exempt<br />

Santa Rosa $410 5 37%<br />

Gadsden $602 7 51%<br />

Holmes $605 8 64%<br />

Union $639 10 76%<br />

Leon $718 6 43%<br />

Columbia $721 7 46%<br />

Flagler $788 7 31%<br />

Baker $792 12 53%<br />

Washington $813 9 44%<br />

Seminole $818 7 25%<br />

Volusia $820 7 33%<br />

Lafayette $824 10 66%<br />

Clay $838 7 36%<br />

Lake $839 6 30%<br />

Jackson $839 8 53%<br />

Taylor $844 10 42%<br />

Citrus $870 8 32%<br />

Highlands $878 9 34%<br />

Bradford $892 8 53%<br />

Okaloosa $893 7 28%<br />

Marion $912 7 40%<br />

Escambia $919 8 45%<br />

Suwannee $925 10 46%<br />

Wakulla $932 11 55%<br />

Calhoun $949 8 61%<br />

Madison $957 11 55%<br />

Hernando $958 8 38%<br />

Polk $970 7 31%<br />

Pinellas $970 5 28%<br />

Sumter $972 6 31%<br />

Alachua $980 8 51%<br />

Bay $994 7 33%<br />

Liberty $995 14 77%<br />

Okeechobee $1,026 10 40%<br />

County<br />

Net Budget<br />

Per Capita<br />

Staff Per<br />

1000<br />

Attachment #1<br />

Page 60 of 62<br />

%<br />

Exempt<br />

Brevard $1,045 7 43%<br />

Putnam $1,047 9 50%<br />

Saint Lucie $1,051 6 36%<br />

Hendry $1,089 9 67%<br />

Nassau $1,093 8 28%<br />

Dixie $1,101 13 70%<br />

Pasco $1,123 8 35%<br />

Levy $1,180 10 50%<br />

Lee $1,192 7 23%<br />

Gilchrist $1,227 11 54%<br />

Jefferson $1,228 12 66%<br />

Hamilton $1,248 12 42%<br />

Hardee $1,276 12 52%<br />

Glades $1,280 19 83%<br />

Hillsborough $1,307 8 30%<br />

Desoto $1,337 10 55%<br />

Manatee $1,403 9 23%<br />

Gulf $1,407 11 40%<br />

Orange $1,436 8 27%<br />

Martin $1,441 10 27%<br />

Indian River $1,454 10 26%<br />

Palm Beach $1,470 8 23%<br />

Saint Johns $1,570 10 27%<br />

Broward $1,572 6 29%<br />

Duval $1,652 8 39%<br />

Walton $1,664 15 16%<br />

Dade-Miami $1,690 10 28%<br />

Sarasota $1,787 9 24%<br />

Collier $1,794 10 17%<br />

Osceola $1,885 8 37%<br />

Franklin $2,352 15 42%<br />

Charlotte $2,490 11 28%<br />

Monroe $3,369 17 29%<br />

Page 115 of 631 Posted at 6:15 p.m. on June 10, 2013


Percent of Exempt Property<br />

County<br />

%<br />

Exempt<br />

Comparative Data for All Florida Counties<br />

Net Budget<br />

Per Capita<br />

Staff Per<br />

1000<br />

Walton 16% $1,664 15<br />

Collier 17% $1,794 10<br />

Manatee 23% $1,403 9<br />

Lee 23% $1,192 7<br />

Palm Beach 23% $1,470 8<br />

Sarasota 24% $1,787 9<br />

Seminole 25% $818 7<br />

Indian River 26% $1,454 10<br />

Martin 27% $1,441 10<br />

Orange 27% $1,436 8<br />

Saint Johns 27% $1,570 10<br />

Dade-Miami 28% $1,690 10<br />

Nassau 28% $1,093 8<br />

Okaloosa 28% $893 7<br />

Pinellas 28% $970 5<br />

Charlotte 28% $2,490 11<br />

Broward 29% $1,572 6<br />

Monroe 29% $3,369 17<br />

Lake 30% $839 6<br />

Hillsborough 30% $1,307 8<br />

Sumter 31% $972 6<br />

Polk 31% $970 7<br />

Flagler 31% $788 7<br />

Citrus 32% $870 8<br />

Volusia 33% $820 7<br />

Bay 33% $994 7<br />

Highlands 34% $878 9<br />

Pasco 35% $1,123 8<br />

Saint Lucie 36% $1,051 6<br />

Clay 36% $838 7<br />

Santa Rosa 37% $410 5<br />

Osceola 37% $1,885 8<br />

Hernando 38% $958 8<br />

Duval 39% $1,652 8<br />

County<br />

%<br />

Exempt<br />

Net Budget<br />

Per Capita<br />

Attachment #1<br />

Page 61 of 62<br />

Staff Per<br />

1000<br />

Marion 40% $912 7<br />

Okeechobee 40% $1,026 10<br />

Gulf 40% $1,407 11<br />

Taylor 42% $844 10<br />

Franklin 42% $2,352 15<br />

Hamilton 42% $1,248 12<br />

Brevard 43% $1,045 7<br />

Leon 43% $718 6<br />

Washington 44% $813 9<br />

Escambia 45% $919 8<br />

Columbia 46% $721 7<br />

Suwannee 46% $925 10<br />

Levy 50% $1,180 10<br />

Putnam 50% $1,047 9<br />

Gadsden 51% $602 7<br />

Alachua 51% $980 8<br />

Hardee 52% $1,276 12<br />

Baker 53% $792 12<br />

Jackson 53% $839 8<br />

Bradford 53% $892 8<br />

Gilchrist 54% $1,227 11<br />

Wakulla 55% $932 11<br />

Madison 55% $957 11<br />

Desoto 55% $1,337 10<br />

Calhoun 61% $949 8<br />

Holmes 64% $605 8<br />

Jefferson 66% $1,228 12<br />

Lafayette 66% $824 10<br />

Hendry 67% $1,089 9<br />

Dixie 70% $1,101 13<br />

Union 76% $639 10<br />

Liberty 77% $995 14<br />

Glades 83% $1,280 19<br />

Page 116 of 631 Posted at 6:15 p.m. on June 10, 2013


Comparative Data for All Florida Counties<br />

Total County Employees per 1,000 Residents<br />

County<br />

Staff Per<br />

1000<br />

Net Budget<br />

Per Capita<br />

%<br />

Exempt<br />

Pinellas 5 $970 28%<br />

Santa Rosa 5 $410 37%<br />

Leon 6 $718 43%<br />

Saint Lucie 6 $1,051 36%<br />

Sumter 6 $972 31%<br />

Lake 6 $839 30%<br />

Broward 6 $1,572 29%<br />

Seminole 7 $818 25%<br />

Brevard 7 $1,045 43%<br />

Volusia 7 $820 33%<br />

Polk 7 $970 31%<br />

Okaloosa 7 $893 28%<br />

Clay 7 $838 36%<br />

Flagler 7 $788 31%<br />

Bay 7 $994 33%<br />

Gadsden 7 $602 51%<br />

Columbia 7 $721 46%<br />

Marion 7 $912 40%<br />

Lee 7 $1,192 23%<br />

Bradford 8 $892 53%<br />

Citrus 8 $870 32%<br />

Holmes 8 $605 64%<br />

Alachua 8 $980 51%<br />

Hillsborough 8 $1,307 30%<br />

Jackson 8 $839 53%<br />

Calhoun 8 $949 61%<br />

Osceola 8 $1,885 37%<br />

Hernando 8 $958 38%<br />

Duval 8 $1,652 39%<br />

Escambia 8 $919 45%<br />

Pasco 8 $1,123 35%<br />

Palm Beach 8 $1,470 23%<br />

Nassau 8 $1,093 28%<br />

Orange 8 $1,436 27%<br />

County<br />

Staff Per<br />

1000<br />

Net Budget<br />

Per Capita<br />

Attachment #1<br />

Page 62 of 62<br />

%<br />

Exempt<br />

Highlands 9 $878 34%<br />

Sarasota 9 $1,787 24%<br />

Hendry 9 $1,089 67%<br />

Washington 9 $813 44%<br />

Putnam 9 $1,047 50%<br />

Manatee 9 $1,403 23%<br />

Saint Johns 10 $1,570 27%<br />

Union 10 $639 76%<br />

Indian River 10 $1,454 26%<br />

Lafayette 10 $824 66%<br />

Suwannee 10 $925 46%<br />

Desoto 10 $1,337 55%<br />

Levy 10 $1,180 50%<br />

Collier 10 $1,794 17%<br />

Taylor 10 $844 42%<br />

Dade-Miami 10 $1,690 28%<br />

Okeechobee 10 $1,026 40%<br />

Martin 10 $1,441 27%<br />

Gilchrist 11 $1,227 54%<br />

Gulf 11 $1,407 40%<br />

Charlotte 11 $2,490 28%<br />

Wakulla 11 $932 55%<br />

Madison 11 $957 55%<br />

Baker 12 $792 53%<br />

Jefferson 12 $1,228 66%<br />

Hardee 12 $1,276 52%<br />

Hamilton 12 $1,248 42%<br />

Dixie 13 $1,101 70%<br />

Liberty 14 $995 77%<br />

Franklin 15 $2,352 42%<br />

Walton 15 $1,664 16%<br />

Monroe 17 $3,369 29%<br />

Glades 19 $1,280 83%<br />

Page 117 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County, Florida<br />

Board of County Commissioners<br />

Fiscal Year 2013<br />

Mid-Year Financial Report<br />

“People Focused. Performance Driven.”<br />

Tuesday, June 18, 2013<br />

Produced by<br />

The Office of Management & Budget<br />

Office of Financial Stewardship<br />

This publication can be viewed online, at the Leon County website:<br />

www.leoncountyfl.gov/omb/<br />

Attachment #1<br />

Page 1 of 62<br />

Page 56 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Mid-Year Financial Report<br />

AGENDA REQUEST<br />

REVENUES<br />

Table of Contents<br />

Major Revenue Summary ................................................................................................................................ 1<br />

Preliminary FY 2013 Revenue Estimates ........................................................................................................ 2<br />

Revenue Projections ........................................................................................................................................ 3<br />

General Fund/Fine & Forfeiture- Fund Balance ............................................................................................... 4<br />

Ad Valorem Taxes .......................................................................................................................................... 5<br />

State Revenue Sharing Tax ............................................................................................................................. 6<br />

Local Government ½ Cent Sales Tax .............................................................................................................. 7<br />

Communications Services Tax ........................................................................................................................ 8<br />

Public Service Tax ........................................................................................................................................... 9<br />

State Shared Gas Tax ................................................................................................................................... 10<br />

Local Option Gas Tax .................................................................................................................................... 11<br />

Local Option Sales Tax .................................................................................................................................. 12<br />

Local Option Tourist Tax ................................................................................................................................ 13<br />

Solid Waste Fees ........................................................................................................................................... 14<br />

Building Permit Fees ...................................................................................................................................... 15<br />

Environmental Permit Fees ............................................................................................................................ 16<br />

Ambulance Fees ............................................................................................................................................ 17<br />

Probation & Pre-Trial Fees ............................................................................................................................ 18<br />

Court Facilities Fees…………………………………………………………………………………………………..19<br />

EXPENDITURES<br />

Program Expenditure Summary ..................................................................................................................... 20<br />

FUND BALANCE<br />

Summary of Fund Balance & Retained Earnings (unaudited) ........................................................................ 24<br />

CAPITAL IMPROVEMENT PROGRAM<br />

Capital Improvement Program Summary ....................................................................................................... 26<br />

Culture and Recreation .................................................................................................................................. 27<br />

General Government ..................................................................................................................................... 27<br />

Health and Safety .......................................................................................................................................... 28<br />

Physical Environment .................................................................................................................................... 28<br />

Transportation .............................................................................................................................................. 29<br />

GRANTS PROGRAM<br />

Grants Program Summary ............................................................................................................................. 30<br />

COMMUNITY ECONOMIC PR<strong>OF</strong>ILE<br />

Community Economic Profile ......................................................................................................................... 36<br />

FINANCIAL INDICATORS<br />

Financial Indicators ........................................................................................................................................ 44<br />

COMPARATIVE DATA<br />

Attachment #1<br />

Page 2 of 62<br />

Comparative Data for Like-Sized Counties .................................................................................................... 49<br />

Comparative Data for Surrounding Counties ................................................................................................. 52<br />

Comparative Data for All Florida Counties ..................................................................................................... 55<br />

Page 57 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #5<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title:<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Acceptance of the FY 2012/2013 Mid - Year Financial Report<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

Scott Ross, Director of Office of Financial Stewardship<br />

Timothy Barden, Principal Management & Budget Analyst<br />

Felisa Barnes, Principal Management & Budget Analyst<br />

Timothy Carlson, Senior Management & Budget Analyst<br />

Chris Holley II, Management & Budget Analyst<br />

Kay Pelt-Walker, Management & Budget Analyst<br />

Damion Warren, Management & Budget Technician<br />

Fiscal Impact:<br />

This item summarizes the FY 2012/2013 year-to-date receipts for the County’s major revenues,<br />

provides the dollar amount that each program has spent to date over or under the FY 2012/2013<br />

budget, provides preliminary FY 2013/2014 revenue estimates and provides the FY 2012/2013<br />

estimated fund balance (Attachment #1).<br />

Staff Recommendation:<br />

Option #1: Accept the FY 2012/2013 Mid -Year Financial Report.<br />

Attachment #1<br />

Page 3 of 62<br />

Page 58 of 631 Posted at 6:15 p.m. on June 10, 2013


Report and Discussion<br />

Background:<br />

OMB prepares two financial reports annually for Board consideration. The first is presented at<br />

the mid-point of the fiscal year to identify financial trends that are developing. This report also<br />

includes preliminary FY 2013/2014 revenue estimates. The second report is presented at the<br />

fiscal year-end to recap the financial performance of the County.<br />

Analysis:<br />

Included in the Mid-Year Financial Report are the following sections:<br />

Attachment #1<br />

Page 4 of 62<br />

Revenues<br />

This section summarizes and describes the FY 2012/2013 year-to-date (YTD) receipts for the<br />

County’s major revenues. It provides a comparison of these receipts to the FY 2011/2012 actual<br />

receipts and the FY 2012/2013 budget. It also provides preliminary FY 2013/2014 revenue<br />

estimates.<br />

Expenditures<br />

This section displays the FY 2012/2013 budgets for each program. It also shows the FY<br />

2012/2013 actual expenditures and provides the dollar amount that each program has spent to<br />

date over or under the FY 2012/2013 budget as well as the percentage of the FY 2012/2013<br />

budget that each program has spent to date.<br />

Fund Balance<br />

This section compares the fund balances of each fund for the two prior fiscal years. It also<br />

shows the FY 2012/2013 estimated fund balance, the FY 2012/2013 adopted budget and it<br />

calculates the fund balance as a percentage of the budget in each fund for FY 2012/2013.<br />

Capital Improvement Program<br />

This section provides FY 2012/2013 YTD budget and expenditure information for each capital<br />

improvement project.<br />

Grants Program<br />

This section provides FY 2012/2013 YTD budget and expenditure information for all County<br />

grants as well as a description of each grant.<br />

Community Economic Profile<br />

This section tracks information about the community including information regarding<br />

population, higher education enrollment, visitors, unemployment, taxable retail sales, labor force,<br />

industry type employment, taxable value, principal taxpayers, permits, crime and homestead<br />

parcels.<br />

Financial Indicators<br />

This section provides financial information used to identify emerging trends in the County’s<br />

fiscal performance.<br />

Page 59 of 631 Posted at 6:15 p.m. on June 10, 2013


Comparative Data<br />

This section provides a net budget, population, ad valorem tax collection, exempt property<br />

percentage, and staffing comparison between Leon County and other like-sized counties. It also<br />

identifies how Leon County ranks in comparison to all Florida counties in employees per 1,000<br />

residents, net budget per resident and percentage of exempt property<br />

Options:<br />

1. Accept the FY 2012/2013 Mid -Year Financial Report.<br />

2. Do not accept the FY 2012/2013 Mid -Year Financial Report.<br />

3. Board Direction.<br />

Recommendation:<br />

Option #1<br />

Attachments:<br />

1. FY 2012/2013 Mid - Year Financial Report<br />

VL/AR/SR/KPW/kpw<br />

Attachment #1<br />

Page 5 of 62<br />

Page 60 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Mid-Year Financial Report<br />

MAJOR REVENUE SUMMARY<br />

Total FY13 budgeted revenues shown below represents approximately 77% of all FY13 budgeted County revenues. (1)<br />

Revenue Source FY13 Budget FY12 YTD Actual<br />

Ad Valorem Taxes 104,367,480<br />

State Revenue Sharing (2) 4,150,550<br />

Communication Serv. Tax (3) 3,151,150<br />

Public Services Tax (4) 6,568,300<br />

State Shared Gas Tax (5) 3,718,300<br />

Local Option Gas Tax (5) 4,807,950<br />

Local 1/2 Cent Sales Tax (2) 10,110,850<br />

Local Option Sales Tax (2) 3,390,740<br />

Local Option Tourist Tax (6) 4,100,675<br />

Solid Waste Fees (7) 8,831,313<br />

Building Permits Fees (8) 960,925<br />

Environmental Permit Fees (9) 608,095<br />

Ambulance Fees (10) 8,854,000<br />

Probation and Pre-Trial Fees (11) 1,027,520<br />

Court Facilities Fees (12) 1,358,500<br />

Fire Services Fee (13) 6,394,772<br />

Interest Income - GF/FF (14) 582,350<br />

Interest Income - Other (14) 1,702,411<br />

92,622,985<br />

2,770,842<br />

2,133,126<br />

3,811,255<br />

1,876,276<br />

2,454,007<br />

6,219,301<br />

2,095,114<br />

2,510,686<br />

5,645,615<br />

879,730<br />

386,446<br />

6,049,892<br />

661,345<br />

817,684<br />

4,725,195<br />

304,713<br />

829,445<br />

FY13 YTD<br />

Budget<br />

98,174,023<br />

2,677,356<br />

1,849,780<br />

3,784,508<br />

1,814,678<br />

2,341,009<br />

6,003,960<br />

2,007,469<br />

2,389,824<br />

5,887,542<br />

624,128<br />

415,023<br />

5,252,010<br />

616,501<br />

775,148<br />

4,850,694<br />

291,175<br />

851,206<br />

FY13 YTD Actual<br />

102,731,629<br />

2,811,019<br />

2,056,736<br />

3,971,222<br />

1,870,000<br />

2,355,122<br />

6,357,160<br />

2,149,986<br />

2,428,964<br />

5,541,725<br />

911,954<br />

442,407<br />

6,396,012<br />

649,063<br />

841,381<br />

4,992,154<br />

327,297<br />

896,568<br />

FY12 YTD Actuals<br />

vs. FY13 YTD<br />

Actuals<br />

FY13 YTD Budget<br />

vs. FY13 YTD<br />

Actuals<br />

10.9% 4.6%<br />

1.4% 5.0%<br />

-3.6% 11.2%<br />

4.2% 4.9%<br />

-0.3% 3.0%<br />

-4.0% 0.6%<br />

2.2% 5.9%<br />

2.6% 7.1%<br />

-3.3% 1.6%<br />

-1.8% -5.9%<br />

3.7% 46.1%<br />

14.5% 6.6%<br />

5.7% 21.8%<br />

-1.9% 5.3%<br />

2.9% 8.5%<br />

5.6% 2.9%<br />

-4.4% 12.4%<br />

2.6% 5.3%<br />

TOTAL: $ 174,685,881 $ 136,793,658 $ 140,606,033 $ 147,730,399 8.0% 5.1%<br />

Attachment #1<br />

Page 6 of 62<br />

Notes:<br />

(1) The percentage is based on all County revenues net of transfers and appropriated fund balance.<br />

(2) The 1/2 Cent Sales Tax and State Revenue Sharing are both State shared revenues supported by state and local sales tax collections.<br />

Overall, local sales tax transactions have been higher, indicating a continued economic recovery.<br />

(3) The Communication Services Tax includes a $2.5 million audit reimbursement from the state with a $1.3 million lump sum payment<br />

distributed in December 2009 and the remainder prorated monthly with payments of $33,456 beginning in February 2009 until December<br />

2012. Leon County's decline in this revenue follows a statewide trend.<br />

(4) While the Public Service Tax shows an increase from FY12, due to the City recently providing records that show a $2.1 million<br />

overpayment from the last three years projections have been lowered for FY14 to account for the payback which will occur over the next 36<br />

months.<br />

(5) Decreased fuel consumption due to the recession and high fuel cost has caused a moderate decrease in gas tax revenue.<br />

(6) Year to year decline is primarily due to the legislative session being held two months later than in FY12. Bed tax revenues associated<br />

with the end of session have not been reconciled.<br />

(7) Due to decreased year to date tonnage at the transfer station solid waste station revenues are currently less than the previous year and<br />

what is budgeted for the current year.<br />

(8) As the housing market continues to rebound in the current economy an increase in new construction and multi family housing permits<br />

has been seen, resulting in an increase in revenue for FY13.<br />

(9) As economic conditions continue to improve in the development/construction industry, development approval and environmental permit<br />

revenue has seen the beginnings of a rebound.<br />

(10) This revenue is anticipate to decline by years end due to recent information that indicates collections to actual billings are dropping<br />

from 41% to 36% of total billings.<br />

(11) The slight revenue increase in the probation/pre-trial program is attributed to higher than expected revenue associated with the new<br />

urinalysis testing program, while no overall decrease in revenue is due to continued fee waivers and the privatization of the GPS program.<br />

(12) The Court Facilities fees were increased in February FY10 from $15 to $30. This fee change is the reason for the steady increase in<br />

revenue collection.<br />

(13) The fire services fee was implemented for FY10. Revenues shown reflect collections by the City of Tallahassee and non ad valorem<br />

assessments placed on the County tax bill. Year-to-date collections are lower due to under-collections by the City of an estimated 1,012<br />

delinquent accounts, which will be transferred from quarterly billing to next years tax bills.<br />

(14) In an effort to affect economic recovery, the Federal Reserve has continued to keep interest rates low, directly influencing interest<br />

earnings on County funds. While interest earnings to date are above forecasted returns, the rate of return is comparable to FY12 levels.<br />

Interest classified as other will decline in out-years as budgeted capital reserves are expended.<br />

Page 61 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Mid-Year Financial Report<br />

PRELIMINARY FY 2014 REVENUE ESTIMATES<br />

All revenues below are shown as they are budgeted, which is 95% of the actual amount anticipated. (1)<br />

Attachment #1<br />

Page 7 of 62<br />

Revenue Source<br />

FY12<br />

Budget<br />

FY13<br />

Budget<br />

FY14<br />

Prelim. Budget<br />

FY13 to FY14<br />

% Change (2)<br />

General Revenues or Restricted Revenues: Supplemented by General Revenues<br />

Ad Valorem Taxes (3) 104,995,281 104,367,480 104,717,055<br />

0.3%<br />

State Revenue Sharing Tax (2) 4,107,800<br />

4,150,550<br />

4,138,200<br />

-0.3%<br />

Communication Services Tax (4) 3,280,625<br />

3,151,150<br />

3,365,850<br />

6.4%<br />

Public Services Tax (2) 6,533,150<br />

6,568,300<br />

5,243,000<br />

-25.3%<br />

Local Government 1/2 Cent Sales Tax 10,173,550<br />

10,110,850<br />

10,583,000 4.5%<br />

Environmental Permit Fees (5) 956,560<br />

608,095<br />

598,975<br />

-1.5%<br />

Probation Fees 1,119,005<br />

1,027,520<br />

1,024,385<br />

-0.3%<br />

Court Facilities Fees 1,249,250<br />

1,358,500<br />

1,384,150<br />

1.9%<br />

Interest Income - General Fund/Fine & Forfeiture 609,425<br />

582,350<br />

1,005,765<br />

42.1%<br />

Subtotal: $ 133,024,646 $ 131,924,795 $ 132,060,380<br />

0.1%<br />

Comparison to Previous Year Budget<br />

Gas Taxes (2)<br />

-<br />

(1,099,851)<br />

135,585<br />

State Shared Gas Tax 3,691,700<br />

3,718,300<br />

3,621,400<br />

-2.7%<br />

Local Option Gas Taxes 4,743,350<br />

4,807,950<br />

4,586,600<br />

-4.8%<br />

Subtotal: $ 8,435,050 $ 8,526,250 $ 8,208,000<br />

-3.9%<br />

Comparison to Previous Year Budget<br />

Restricted Revenues: No General Revenue Support<br />

-<br />

91,200<br />

(318,250)<br />

Ambulance Fees (6) 9,167,500<br />

8,854,000<br />

8,303,000<br />

-6.6%<br />

Building Permit Fees (5) 994,175<br />

960,925<br />

1,201,370<br />

20.0%<br />

Local Option Sales Tax Extension 3,296,405<br />

3,390,740<br />

3,593,850 5.7%<br />

Local Option Tourist Tax 3,916,850<br />

4,100,675<br />

4,105,283<br />

0.1%<br />

Fire Services Fee (7) 6,937,061<br />

6,394,772<br />

TBD 0.0%<br />

Solid Waste Fees (8) 8,458,990<br />

8,831,313<br />

TBD<br />

*Subtotal: $ 17,374,930 $ 17,306,340 $ 17,203,503<br />

-0.6%<br />

Comparison to Previous Year Budget -<br />

(68,590)<br />

(102,837)<br />

TOTAL: $ 158,834,626 $ 157,757,385 $ 157,471,883<br />

-0.2%<br />

*FY12 and FY13 budget subtotals exclude Fire Service Fees and Solid Waste Fees due to the unavailability of FY14 preliminary budget figures at the<br />

time of publishing.<br />

Notes:<br />

(1) According to Florida Statutes, all revenues must be budgeted at 95%. Budget estimates are preliminary and may be adjusted if necessary<br />

as additional information becomes available prior to the July budget workshops.<br />

(2) Certain revenue projections associated with the usage of electric utilities have decreased from the FY12 budget. This is due to the<br />

overpayment by the City of Tallahasse in electric public service taxes over the past three years by $2.1 million. The FY13 and FY14 forecasts<br />

have been adjusted to relect the payback of these overpayments through withholding over the next 36 months. Other revenue projections, such<br />

as building permits and sales taxes are expected to increase slightly, an indication of the economic recovery.<br />

(3) The FY14 estimatesare based on preliminary valuations released by the Property Appraiser on June 1, 2013 that show a rate consitent with<br />

the previous fiscal year. This number will be updated upon receipt of formal valuations provided July 1, 2013.<br />

(4) The final reimbursement schedule concluded in December 2012. Revenues are forecasted to increase slightly with the econmic recovery.<br />

(5) Environmental Permit Fees continue to be hardest hit by the decline in development activity; however recent revenue trends suggest a<br />

leveling in FY14. The increase in Building permits are related to the growth in both new construction and the permitting of new developments.<br />

(6) The decline in forecasted revenue for FY13 and FY14 is due to a decrease in billing collections. Historically, billing receipts were 41% of<br />

total billing. Over the last year receipts have fallen to 36% of total billings.<br />

(7) The decrease in FY13 fire service fees is due to delinquent collections that were moved to the tax bill as non ad valorem assessments that<br />

are not paid through the City's quarterly billing system, which are subsequently collected the following year. The decrease in FY13 accounts for<br />

the collection of delinquent due amounts on preceding tax bills. The FY14 estimates are not available from the City of Tallahassee at this time.<br />

(8) FY13 increased revenue is due to estimated increase in tonnage at the transfer station and an increase in the tipping fee. Preliminary FY14<br />

estimates are not available due to final negotiations with the City of Tallahassee regarding the new tipping fee based on a decrease in the<br />

hauling rate to Waste Managements Springhill facility.<br />

Page 62 of 631 Posted at 6:15 p.m. on June 10, 2013


FY 2013 AND FY 2014 REVENUE PROJECTIONS<br />

Adopted Budget FY 2013, Projected Actuals FY 2013, and Estimated Budget FY 2014<br />

$14.0<br />

$12.0<br />

$10.0<br />

$8.0<br />

$6.0<br />

$4.0<br />

$2.0<br />

$0.0<br />

Millions<br />

$3.4<br />

$3.7<br />

$3.6<br />

Local Option<br />

Sales Tax<br />

$4.2<br />

$4.3<br />

$4.1<br />

State Rev<br />

Sharing<br />

$10.1<br />

$10.8<br />

$10.6<br />

1/2 Cent<br />

Sales Tax<br />

$8.8<br />

$8.9<br />

Solid Waste<br />

Fees<br />

$8.5<br />

$8.7<br />

$8.2<br />

$4.1<br />

$3.8<br />

$4.1<br />

Gas Taxes Tourist<br />

Develop.<br />

Taxes<br />

$1.6<br />

$2.2<br />

FY13 Adopted<br />

FY13 Projected<br />

FY14 Budget Estimate<br />

$1.8<br />

Building and<br />

Env Fees<br />

$3.2<br />

$3.5<br />

$3.4<br />

Comm.<br />

Services Tax<br />

Adopted Budget FY 2013, Projected Actual Collections FY 2013, and Estimated Budget FY 2014:<br />

Attachment #1<br />

Page 8 of 62<br />

$6.6<br />

$6.1<br />

$5.2<br />

Public<br />

Service Tax<br />

This chart illustrates a comparison between the current budget, the projected actual collections for FY 2013, and the<br />

FY 2014 budget estimates. The chart depicts FY14 revenues forecasted at 95% as required by Florida Statute.<br />

Detailed charts of these revenues are shown on the subsequent pages, including ad valorem taxes.<br />

Page 63 of 631 Posted at 6:15 p.m. on June 10, 2013


GENERAL FUND /FINE AND FORFEITURE- FUND BALANCE<br />

General/Fine and Forfeiture Fund Balance<br />

Millions<br />

$48.00<br />

$40.00<br />

$32.00<br />

$24.00<br />

$16.00<br />

$8.00<br />

$0.00<br />

$41.83<br />

$24.50<br />

$25.70<br />

$30.69<br />

31.73<br />

$35.03<br />

$29.94<br />

FY07 FY08 FY09 FY10 FY11 FY12 FY13<br />

Estimate<br />

Attachment #1<br />

Page 9 of 62<br />

General/Fine and Forfeiture Fund<br />

Balance:<br />

Fund Balance is maintained for cash<br />

flow purposes, as an emergency<br />

reserve and a reserve for one-time<br />

capital improvement needs. In<br />

addition, the amount of fund balance<br />

is used by rating agencies in<br />

determining the bond rating for local<br />

governments. The Leon County<br />

Reserves Policy requires fund<br />

balances to be between a minimum<br />

of 15% and a maximum of 30% of<br />

operating expenditures. The<br />

unaudited fund balance for FY13 is<br />

$29.94 million. This reflects 25% of<br />

operating expenditures and is<br />

consistent with the County’s<br />

Reserve Policy.<br />

Other than the excess fees<br />

budgeted for the Tax Collector,<br />

FY13 estimates do not include the<br />

return of possible excess fees from<br />

the Constitutional Officers.<br />

Page 64 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$140.0<br />

$120.0<br />

$100.0<br />

$80.0<br />

$60.0<br />

$40.0<br />

$20.0<br />

Millions<br />

$118.1<br />

$110.1<br />

$108.2<br />

AD VALOREM TAXES<br />

$105.1 $104.4 $102.7<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Millions<br />

$90<br />

$80<br />

$70<br />

$60<br />

$50<br />

$40<br />

$30<br />

$20<br />

$10<br />

$0<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

FY13 YTD<br />

Actual<br />

June<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$106.3<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

August<br />

$104.7<br />

FY14 Est.<br />

Budget<br />

September<br />

Background:<br />

Ad Valorem taxes are derived from all<br />

non-exempt real and personal<br />

properties located within Leon<br />

County. The non-voted countywide<br />

millage rate is constitutionally capped<br />

at 10 mills (Article VII, Section 9(a)<br />

and (b)).<br />

The amounts shown are the<br />

combined General Fund and Fine and<br />

Forfeiture Fund levies.<br />

Trend:<br />

In January 2008 a constitutional<br />

amendment was passed that<br />

established restrictions on property<br />

valuations, such as an additional<br />

$25,000 homestead exemption and<br />

Save Our Homes tax portability.<br />

These restrictions will restrict future<br />

growth in ad valorem taxes. The<br />

forecasted trend shows a leveling of<br />

the preceding years decline in<br />

property values.<br />

Fiscal Year 2014 Ad Valorem tax<br />

estimates are based on preliminary<br />

valuation provide by the Property<br />

Appraiser’s Office on June 1, 2014.<br />

Due to the automatic 45 day filing<br />

extension on tangible personal<br />

property values, an additional<br />

$100,000 million in values was added<br />

to the June 1, 2013 valuations<br />

provided by the Property Appraiser.<br />

FY12 Budget: $104,955,281<br />

FY12 Actual: $105,069,896<br />

Attachment #1<br />

Page 10 of 62<br />

FY13 Budget: $104,367,480<br />

FY13 YTD Actual: $102,731,629<br />

FY13 Projected Actual: $106,298,000<br />

FY14 Estimated Budget: $104,717,055<br />

Page 65 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

Millions<br />

$6.0<br />

$5.0<br />

$4.0<br />

$3.0<br />

$2.0<br />

$1.0<br />

$0.0<br />

$4.56<br />

$4.09 $4.10<br />

$4.24<br />

STATE REVENUE SHARING TAX<br />

$4.37<br />

$4.15<br />

FY08 FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Thousands<br />

$600<br />

$500<br />

$400<br />

$300<br />

$200<br />

$100<br />

$0<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$2.81<br />

FY13 YTD<br />

Actual<br />

June<br />

July<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$4.27<br />

$4.14<br />

FY13 FY14 Est.<br />

Projected<br />

Actual<br />

Budget<br />

August<br />

September<br />

Background:<br />

The Florida Revenue Sharing Act of<br />

1972 was an attempt by the<br />

Legislature to ensure a minimum<br />

level of parity across units of local<br />

government when distributing<br />

statewide revenue. Currently, the<br />

Revenue Sharing Trust Fund for<br />

Counties receives 2.9% of the net<br />

cigarette tax collections and 2.25%<br />

of sales and use tax collections.<br />

Effective July 1, 2004, the<br />

distribution formula reduced the<br />

County's share to 2.044% or a net<br />

reduction of approximately 10%.<br />

The sales and use tax collections<br />

provide approximately 96% of the<br />

total revenue shared with counties,<br />

with the cigarette tax collections<br />

making up the small remaining<br />

portion. These funds are collected<br />

and distributed on a monthly basis<br />

by the Florida Department of<br />

Revenue.<br />

Trend:<br />

Since FY08, Leon County<br />

experienced a decrease in state<br />

revenue sharing taxes due to the<br />

recession. The most recent trend<br />

has seen a leveling from the decline<br />

in statewide sales collections which<br />

is projected to continue for FY13.<br />

During the 2013 General Revenue<br />

Estimating Conference, the State<br />

expects to see modest positive<br />

growth in FY14 and the out-years.<br />

FY12 Budget: $4,107,800<br />

FY12 Actual: $4,371,005<br />

Attachment #1<br />

Page 11 of 62<br />

FY13 Budget: $4,150,550<br />

FY13 YTD Actual: $2,811,019<br />

FY13 Projected Actual: $4,268,163<br />

FY14 Estimated Budget: $4,138,200<br />

Page 66 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

Millions<br />

$16.0<br />

$14.0<br />

$12.0<br />

$10.0<br />

$8.0<br />

$6.0<br />

$4.0<br />

$2.0<br />

$0.0<br />

$10.47<br />

$10.29<br />

$9.79<br />

LOCAL GOVERNMENT ½ CENT SALES TAX<br />

$10.45<br />

$10.11<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Millions<br />

$1.20<br />

$1.00<br />

$0.80<br />

$0.60<br />

$0.40<br />

$0.20<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$6.36<br />

FY13 YTD<br />

Actuals<br />

June<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$10.82<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

August<br />

$10.58<br />

FY14 Est.<br />

Budget<br />

September<br />

Background:<br />

The Local Government 1/2 Cent<br />

Sales Tax is based on 9.653% of net<br />

sales tax proceeds remitted by all<br />

sales tax dealers located within Leon<br />

County. Effective July 1, 2004, the<br />

distribution formula reduces the<br />

County's share to 8.814% or a net<br />

reduction of approximately 9.5%. The<br />

revenue is split 56.6% County and<br />

43.4% City based on a statutory<br />

defined distribution formula (Florida<br />

Statutes Part VI, Chapter 218).<br />

The amounts shown are the County’s<br />

share only.<br />

Trend:<br />

Sales tax revenue steadily declined<br />

from FY09 – FY11, a trend that ended<br />

in FY12. Projected actuals for FY13<br />

and FY14 preliminary budget<br />

forecasts show an increase over the<br />

FY13 budget signaling a slow<br />

economic recovery.<br />

FY12 Budget: $10,173,550<br />

FY12 Actual: $10,445,949<br />

Attachment #1<br />

Page 12 of 62<br />

FY13 Budget: $10,110,850<br />

FY13 YTD Actual: $6,357,160<br />

FY13 Projected Actual: $10,815,504<br />

FY14 Estimated Budget: $10,583,000<br />

Page 67 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$6.0<br />

$5.0<br />

$4.0<br />

$3.0<br />

$2.0<br />

$1.0<br />

$0.0<br />

Millions<br />

$5.53<br />

$4.62<br />

$3.92<br />

$3.59<br />

COMMUNICATION SERVICES TAX<br />

$3.15<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

$600<br />

$500<br />

$400<br />

$300<br />

$200<br />

$100<br />

$0<br />

Thousands<br />

$2.06<br />

FY13 YTD<br />

Actual<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$3.51<br />

FY13<br />

Projected<br />

Actuals<br />

$3.37<br />

FY14 Est.<br />

Budget<br />

Background:<br />

The Communication Services Tax<br />

combined 7 different State and local<br />

taxes or fees by replacing them with<br />

a 2 tiered tax, each with its own<br />

rate. These 2 taxes are (1) The<br />

State Communication Services Tax<br />

and (2) The Local Option<br />

Communication Services Tax. The<br />

County correspondingly eliminated<br />

its 5% Cable Franchise Fee and<br />

certain right of way permit fees.<br />

Becoming a Charter county allowed<br />

the County to levy at a rate of<br />

5.22%. This corresponds with the<br />

rate being levied by the City. The<br />

County increased the rate in<br />

February of 2004.<br />

Trend:<br />

Beginning in FY09, actual revenues<br />

began to decrease statewide. This<br />

trend is expected to hold for FY13<br />

with small growth over future fiscal<br />

years.<br />

In December 2008, the County<br />

received a $2.5 million audit<br />

adjustment from the State,<br />

distributed in the form of a $1.3<br />

million lump sum payment in<br />

December of FY09 with the<br />

remainder prorated in equal<br />

monthly payments of $33,429 from<br />

February 2009 until December<br />

2012. These monthly adjustment<br />

payments have been contemplated<br />

in the budget graphs, accounting for<br />

the higher than expected revenue<br />

figures in past years.<br />

FY12 Budget: $3,280,625<br />

FY12 Actual: $3,594,407<br />

Attachment #1<br />

Page 13 of 62<br />

FY13 Budget: $3,151,150<br />

FY13 YTD Actual: $2,056,736<br />

FY13 Projected Actual: $3,510,084<br />

FY14 Estimated Budget: $3,365,850<br />

Page 68 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$8.00<br />

$7.00<br />

$6.00<br />

$5.00<br />

$4.00<br />

$3.00<br />

$2.00<br />

$1.00<br />

Millions<br />

$5.91<br />

$6.23 $6.21<br />

$7.27<br />

PUBLIC SERVICES TAX<br />

$6.57<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Thousands<br />

$800<br />

$700<br />

$600<br />

$500<br />

$400<br />

$300<br />

$200<br />

$100<br />

$0<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

$3.97<br />

FY13 YTD<br />

Actual<br />

May<br />

June<br />

$6.01<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$5.24<br />

FY14 Est.<br />

Budget<br />

August<br />

September<br />

Background:<br />

The Public Services Tax is a 10%<br />

tax levied upon each purchase of<br />

electricity, water, and metered or<br />

bottled gas within the<br />

unincorporated areas of the<br />

County. It is also levied at $.04<br />

per gallon on the purchase of fuel<br />

oil within the unincorporated areas<br />

of the County.<br />

Trend:<br />

Due to its consumption basis, this<br />

tax is subject to many variables<br />

including rates and usage.<br />

Revenues have steadily trended<br />

upward since FY09, however<br />

recently the City of Tallahassee<br />

determined it had incorrectly<br />

overpaid $2.1 million on the<br />

electric portion of the tax for the<br />

past three years. As such, future<br />

year’s revenue projections reflect<br />

the payback of these revenues<br />

through withholding over the next<br />

36 months. As shown in the<br />

monthly totals the payback began<br />

in March 2013.<br />

FY12 Budget: $6,533,150<br />

FY12 Actual: $7,266,951<br />

Attachment #1<br />

Page 14 of 62<br />

FY13 Budget: $6,568,300<br />

FY13 YTD Actual: $3,971,222<br />

FY13 Projected Actual: 6,068,746<br />

FY14 Estimated Budget: $5,243,000<br />

Page 69 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$4.50<br />

$4.00<br />

$3.50<br />

$3.00<br />

$2.50<br />

$2.00<br />

$1.50<br />

$1.00<br />

$0.50<br />

$0.00<br />

Millions<br />

$3.80 $3.79 $3.80 $3.86<br />

STATE SHARED GAS TAX<br />

$3.72<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Thousands<br />

$375<br />

$350<br />

$325<br />

$300<br />

$275<br />

$250<br />

$225<br />

$200<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$1.87<br />

FY13 YTD<br />

Actuals<br />

June<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$3.82<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

August<br />

$3.62<br />

FY14 Est.<br />

Budget<br />

September<br />

Background:<br />

The State Shared Gas Tax<br />

consists of 2 discrete revenue<br />

streams: County Fuel Tax and the<br />

Constitutional Gas Tax. These<br />

revenues are all restricted to<br />

transportation related expenditures<br />

(Florida Statutes 206 and others).<br />

These revenue streams are<br />

disbursed from the State based on<br />

a distribution formula consisting of<br />

county area, population, and<br />

collection.<br />

Trend:<br />

This is a consumption based tax<br />

on gallons purchased. Prior to<br />

FY09 there was modest growth in<br />

this revenue stream. Decreased<br />

fuel consumption due to the<br />

recession and high fuel cost has<br />

caused a moderate decrease in<br />

gas tax revenue over time.<br />

In FY13, Leon County is<br />

anticipating collecting a slightly<br />

higher amount of gas tax revenues<br />

than originally budgeted based on<br />

current revenue received and<br />

revised highway fuel sales<br />

estimates from the Transportation<br />

Revenue Estimating Conference.<br />

FY14 projects a continued decline<br />

in this revenue.<br />

FY12 Budget: $3,691,700<br />

FY12 Actual: $3,860,907<br />

Attachment #1<br />

Page 15 of 62<br />

FY13 Budget: $3,718,300<br />

FY13 YTD Actual: $1,870,000<br />

FY13 Projected Actual: $3,823,321<br />

FY14 Estimated Budget: $3,621,400<br />

Page 70 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

Millions<br />

$6.00<br />

$5.25<br />

$4.50<br />

$3.75<br />

$3.00<br />

$2.25<br />

$1.50<br />

$0.75<br />

$0.00<br />

$1.33<br />

$3.44<br />

$1.34<br />

$3.48<br />

$1.27<br />

$3.43<br />

1.39<br />

3.61<br />

LOCAL OPTION GAS TAX<br />

$1.34<br />

$3.47<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

$500<br />

$450<br />

$400<br />

$350<br />

$300<br />

$250<br />

$200<br />

$150<br />

Thousands<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$0.66<br />

$1.70<br />

FY13 YTD<br />

Actuals<br />

June<br />

July<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$1.35<br />

$3.50<br />

FY13<br />

Projected<br />

Actuals<br />

August<br />

9th Cent<br />

Local<br />

September<br />

$1.24<br />

$3.35<br />

FY14 Est.<br />

Budget<br />

Background:<br />

9th Cent Gas Tax: This tax was a<br />

State imposed 1 cent tax on special<br />

and diesel fuel. Beginning in FY02,<br />

the County began to levy the amount<br />

locally on all fuel consumption.<br />

Local Option Gas Tax: This tax is a<br />

locally imposed 6 cents per gallon<br />

tax on every net gallon of motor and<br />

diesel fuel. Per an inter-local<br />

agreements, this revenue is shared<br />

50% - 50% for the first 4 cents<br />

between the City and County, and<br />

60% City and 40% County for the<br />

remaining 2 cents. This equates to<br />

the County 46% and the City 54%.<br />

Funds are restricted to transportation<br />

related expenditures. This gas tax<br />

will sunset in August 2015.<br />

The amounts shown are the<br />

County’s share only.<br />

Trend:<br />

This is a consumption based tax on<br />

gallons purchased. Since FY09, fuel<br />

consumption has fluctuated slightly<br />

due to unstable gas prices.<br />

In FY12, Leon County collected a<br />

slightly higher amount of gas tax<br />

revenue and anticipates similar<br />

levels in FY13 and out-years. The<br />

forecast of gas tax revenues has<br />

become increasingly uncertain as<br />

pump prices continue to fluctuate<br />

throughout the year.<br />

FY12 Budget: $4,743,350<br />

FY12 Actual: $5,009,139<br />

Attachment #1<br />

Page 16 of 62<br />

FY13 Budget: $4,807,950<br />

FY13 YTD Actual: $2,355,122<br />

FY13 Projected Actual: $4,854,851<br />

FY14 Estimated Budget: $4,586,600<br />

Page 71 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

5.0<br />

4.0<br />

3.0<br />

2.0<br />

1.0<br />

0.0<br />

Millions<br />

$3.45<br />

3.38<br />

$3.44<br />

$3.52<br />

LOCAL OPTION SALES TAX<br />

$3.39<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Thousands<br />

$400.0<br />

$350.0<br />

$300.0<br />

$250.0<br />

$200.0<br />

$150.0<br />

$100.0<br />

$50.0<br />

$0.0<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$2.15<br />

FY13 YTD<br />

Actuals<br />

June<br />

$3.69<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

August<br />

FY12 Actual FY13 Budget FY13 Actual<br />

September<br />

$3.59<br />

FY14 Est.<br />

Budget<br />

Background:<br />

In a November 2000 referendum,<br />

the sales tax was extended for an<br />

additional 15 years beginning in<br />

2004. The revenues are<br />

distributed at a rate of 10% to the<br />

County, 10% to the City, and 80%<br />

to Blueprint 2000. The Local<br />

Option Sales Tax is a 1 cent sales<br />

tax on all transactions up to<br />

$5,000.<br />

The amounts shown are the<br />

County's share only.<br />

Trend:<br />

Leon County anticipates collecting<br />

a slightly higher amount of local<br />

sales tax as budgeted in FY13.<br />

This indicates a recovering<br />

economy and a return of<br />

consumer spending. The FY14<br />

estimated budget continues the<br />

modest upward trend in expected<br />

consumer spending.<br />

FY12 Budget: $3,296,405<br />

FY12 Actual: $3,520,069<br />

Attachment #1<br />

Page 17 of 62<br />

FY13 Budget: $3,390,740<br />

FY13 YTD Actual: $2,149,986<br />

FY13 Projected Actual: $3,691,160<br />

FY14 Estimated Budget: $3,593,850<br />

Page 72 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$4.5<br />

$4.0<br />

$3.5<br />

$3.0<br />

$2.5<br />

$2.0<br />

$1.5<br />

$1.0<br />

$0.5<br />

$0.0<br />

Millions<br />

$0.72<br />

$2.45<br />

0.71<br />

$2.84<br />

$0.71<br />

$2.99<br />

0.82<br />

$3.29<br />

LOCAL OPTION TOURIST TAX<br />

$0.82<br />

$3.28<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

$600<br />

$500<br />

$400<br />

$300<br />

$200<br />

$100<br />

$0<br />

October<br />

Thousands<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$0.49<br />

$1.94<br />

FY13 YTD<br />

Actuals<br />

June<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$0.77<br />

$3.07<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

August<br />

$0.82<br />

$3.28<br />

FY14 Est.<br />

Budget<br />

September<br />

Background:<br />

The Local Option Tourist Tax is a<br />

locally imposed 5% tax levied on<br />

rentals and leases of less than 6month<br />

duration. This tax is<br />

administered locally by the Tax<br />

Collector. The funds are restricted to<br />

advertising, public relations,<br />

promotional programs, visitor<br />

services and approved special<br />

events (Florida Statute 125.014).<br />

This tax dedicates one cent to the<br />

performing arts center.<br />

On March 19, 2009, the Board<br />

approved to increase total taxes<br />

levied on rentals and leases of less<br />

than 6-month duration by 1%. The<br />

total taxes levied are now 5%. The<br />

additional 1% became effective on<br />

May 1, 2009.<br />

The additional 1% will be used for<br />

marketing as specified in the TDC<br />

Strategic Plan until October 2013.<br />

Trend:<br />

Subsiding recessionary economic<br />

conditions allowed for an increase in<br />

tourist tax revenue from FY09 to<br />

FY12. The additional one cent<br />

levied in May 2009, along with an<br />

increase in available rooms,<br />

increased rates, and an increase in<br />

the business travelers sector of the<br />

market contributed to the increase<br />

over the previous three years, while<br />

FY13 and FY14 revenues are<br />

projected to remain flat.<br />

FY12 Budget: $3,916,850<br />

FY12 Actual: $4,106,620<br />

Attachment #1<br />

Page 18 of 62<br />

FY13 Budget: $4,100,675<br />

FY13 YTD Actual: $2,428,964<br />

FY13 Projected Actual: $3,834,585<br />

FY14 Estimated Budget: $4,105,283<br />

Page 73 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

Millions<br />

$12.00<br />

$10.00<br />

$8.00<br />

$6.00<br />

$4.00<br />

$2.00<br />

$0.00<br />

$1.42<br />

$7.63<br />

$1.43<br />

$7.61<br />

$1.33<br />

$7.19<br />

$1.47<br />

$6.99<br />

SOLID WASTE FEES<br />

$1.46<br />

$7.37<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Thousands<br />

$175.00<br />

$150.00<br />

$125.00<br />

$100.00<br />

$75.00<br />

$50.00<br />

$25.00<br />

$0.00<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

Disposal<br />

Landfill - Transfer Station<br />

$1.36<br />

$4.18<br />

FY13 YTD<br />

Actuals<br />

June<br />

July<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$1.52<br />

$7.36<br />

FY13<br />

Projected<br />

Actuals<br />

August<br />

September<br />

FY14 Est.<br />

Budget<br />

Background:<br />

Solid Waste Fees are collected for<br />

sorting, reclaiming, disposing of<br />

solid waste at the County landfill and<br />

transfer station. Revenues collected<br />

will be used for the operation of all<br />

solid waste disposal sites.<br />

In October 2008, the Board entered<br />

into a contractual agreement with<br />

Marpan Recycling. The Solid Waste<br />

Management Facility is no longer<br />

accepting Class III waste as of<br />

January 1, 2009. This contract<br />

caused a decline in revenues at the<br />

Solid Waste Management Facility.<br />

However, expenditures have been<br />

adjusted to reflect the change in<br />

operations at the facility.<br />

Trend:<br />

The FY13 revenue increase results<br />

from an increase in the tipping fee,<br />

effective October 1, 2011. This<br />

balanced an expected decline in<br />

FY13 estimated revenues due to<br />

Wakulla County terminating its<br />

waste disposal agreement with the<br />

County in FY12. Currently, Leon<br />

County is negotiating a tipping fee<br />

with the City of Tallahassee due to<br />

reduced hauling rates. As such, the<br />

FY14 estimated forecast will remain<br />

unsolidified until the Board adopts a<br />

fee structure at the July budget<br />

workshops.<br />

FY12 Budget: $8,458,990<br />

FY12 Actual: $8,468,423<br />

Attachment #1<br />

Page 19 of 62<br />

FY13 Budget: $8,831,313<br />

FY13 YTD Actual: $5,541,725<br />

FY13 Projected Actual: $8,880,900<br />

FY14 Estimated Budget*<br />

*Tipping fees are being settled subsequent to<br />

final negotiations with the City of Tallahassee.<br />

Note: The Monthly Totals table does not<br />

include the Disposal Fee revenue as it is<br />

mainly collected in November and December<br />

which would skew the data.<br />

Page 74 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$2.0<br />

$1.8<br />

$1.6<br />

$1.4<br />

$1.2<br />

$1.0<br />

$0.8<br />

$0.6<br />

$0.4<br />

$0.2<br />

$0.0<br />

Millions<br />

$1.22<br />

$1.27<br />

$1.05<br />

$1.32<br />

BUILDING PERMIT FEES<br />

$0.96<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Thousands<br />

$250<br />

$200<br />

$150<br />

$100<br />

$50<br />

$0<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$0.91<br />

FY13 YTD<br />

Actuals<br />

June<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$1.40<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

August<br />

$1.20<br />

FY14 Est.<br />

Budget<br />

September<br />

Background:<br />

Building Permit Fees are derived<br />

from developers of residential and<br />

commercial property and are<br />

intended to offset the cost of<br />

inspections to assure that<br />

development activity meets local,<br />

State and federal building code<br />

requirements. The County only<br />

collects these revenues for<br />

development occurring in the<br />

unincorporated area. As a result<br />

of a fee study, the Board adopted<br />

the first revised fee study in more<br />

than ten years. The fee increase<br />

was implemented in three phases:<br />

34% on March 1, 2007; 22% on<br />

October 1, 2007; and a final 7% on<br />

October 1, 2008.<br />

Trend:<br />

Due to the housing market and<br />

construction beginning to show<br />

signs of recovery, this revenue<br />

stream shows projections<br />

returning to FY09 and FY10 levels.<br />

A small spike in FY12 revenues<br />

due to a one month increase in<br />

fees from multifamily permitting<br />

shows the slow turn from a<br />

consistent downward trend. The<br />

FY13 projected actuals<br />

contemplate a continued rebound.<br />

FY12 Budget: $994,175<br />

FY12 Actual: $1,324,592<br />

Attachment #1<br />

Page 20 of 62<br />

FY13 Budget: $960,925<br />

FY13 YTD Actual: $911,954<br />

FY13 Projected Actual: $1,404,222<br />

FY14 Estimated Budget: $1,201,370<br />

Page 75 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$1.6<br />

$1.4<br />

$1.2<br />

$1.0<br />

$0.8<br />

$0.6<br />

$0.4<br />

$0.2<br />

$0.0<br />

Millions<br />

$1.19<br />

$0.82 $0.80<br />

$0.55<br />

ENVIRONMENTAL PERMIT FEES<br />

$0.61<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Thousands<br />

$120<br />

$100<br />

$80<br />

$60<br />

$40<br />

$20<br />

$0<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$0.44<br />

FY13 YTD<br />

Actuals<br />

June<br />

$0.75<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

FY12 Actual FY13 Budget FY13 Actual<br />

August<br />

September<br />

$0.60<br />

FY14 Est.<br />

Budget<br />

Background:<br />

Environmental Permit Fees are<br />

derived from development projects<br />

for compliance with stormwater,<br />

landscape, tree protection, site<br />

development and zoning, and<br />

subdivision regulations. As a result<br />

of a fee study, the Board adopted a<br />

revised fee resolution effective<br />

October 1, 2006. Effective October<br />

1, 2008, these fees were adjusted<br />

upward by 20%.<br />

Trend:<br />

Environmental Permit Fees have<br />

experienced a sharp decrease<br />

correlating with the start of the<br />

recession in FY08.<br />

The persistent negative economic<br />

conditions in the construction<br />

industry continue to diminish<br />

revenue collection. To offset this<br />

decline in revenue, eight positions<br />

were eliminated in FY10. Recent<br />

development activity suggests a<br />

rebound in projected revenue<br />

collections for FY13. However,<br />

budgeted revenues are projected to<br />

remain consistent in FY14.<br />

FY12 Budget: $956,560<br />

FY12 Actual: $553,019<br />

Attachment #1<br />

Page 21 of 62<br />

FY13 Budget: $608,095<br />

FY13 YTD Actual: $442,407<br />

FY13 Projected Actual: $750,042<br />

FY14 Estimated Budget: $598,975<br />

Page 76 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$11<br />

$9<br />

$7<br />

$5<br />

$3<br />

$1<br />

Millions<br />

$8.20<br />

$9.03 $8.89<br />

10.67<br />

AMBULANCE FEES<br />

$8.85<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

$1.20<br />

$0.90<br />

$0.60<br />

$0.30<br />

$0.00<br />

Millions<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$6.40<br />

FY13 YTD<br />

Actuals<br />

June<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$9.20<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

August<br />

$8.30<br />

FY14 Est.<br />

Budget<br />

September<br />

Background:<br />

Leon County initiated its<br />

ambulance service on January 1 st<br />

of 2004. Funding for the program<br />

comes from patient billings and a<br />

Countywide Municipal Services<br />

Tax. The amounts shown are the<br />

patient billings only.<br />

The EMS system bills patients<br />

based on the use of an ambulance<br />

transport to the hospital. As with a<br />

business, the County has an<br />

ongoing list of patients/insurers<br />

that owe the County monies<br />

(outstanding receivables). In<br />

FY08, the County established a<br />

collection policy to pursue<br />

uncollected bills, and to allow the<br />

write-off of billings determined<br />

uncollectible.<br />

Trend:<br />

An analysis of collections indicates<br />

a steady increase since FY09 due<br />

to rising call volumes and<br />

improved collection efficiency.<br />

This steady increase has offset<br />

the corresponding decline in<br />

dedicated property taxes that also<br />

fund ambulance services, resulting<br />

from the decline in property values<br />

and an established maximum<br />

annual millage rate.<br />

FY12 Budget: $9,167,500<br />

FY12 Actual: $10,672,122<br />

Attachment #1<br />

Page 22 of 62<br />

FY13 Budget: $8,854,000<br />

FY13 YTD Actual: $6,396,012<br />

FY13 Projected Actual: $9,200,000<br />

FY14 Estimated Budget: $8,303,000<br />

Page 77 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$1.40<br />

$1.20<br />

$1.00<br />

$0.80<br />

$0.60<br />

$0.40<br />

$0.20<br />

$0.00<br />

Millions<br />

$1.18<br />

$0.99<br />

$1.18<br />

PROBATION AND PRE-TRIAL FEES<br />

$1.12<br />

$1.03<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Thousands<br />

$140<br />

$120<br />

$100<br />

$80<br />

$60<br />

$40<br />

$20<br />

$0<br />

October<br />

November<br />

December<br />

January<br />

February<br />

March<br />

April<br />

May<br />

$0.65<br />

FY13 YTD<br />

Actuals<br />

June<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$1.08<br />

FY13<br />

Projected<br />

Actuals<br />

July<br />

August<br />

September<br />

$1.02<br />

FY14 Est.<br />

Budget<br />

Background:<br />

The Probation Fees are a<br />

combination of County court<br />

probation fees, alternative<br />

community service fees, no-show<br />

fees (all governed by Florida<br />

Statute 948) and pre-trial release<br />

fees (governed by an<br />

Administrative Order). These<br />

fees are collected from individuals<br />

committing infractions that fall<br />

within the jurisdiction of Leon<br />

County Courts. The amount of<br />

each individual fee is expressly<br />

stated in either the Florida Statute<br />

or the Administrative Order.<br />

Trend:<br />

Revenues collected through<br />

Probation and Pre-Trial fees have<br />

remained relatively steady since<br />

FY09. However, FY10 revenues<br />

were lower than previous years<br />

due to a decline in Probation and<br />

Pre-Trial caseloads, associated<br />

with early termination of<br />

sentences and a decrease in<br />

court ordered GPS pre-trial<br />

tracking. FY13 and FY14<br />

anticipated revenue is expected<br />

to decrease slightly as the<br />

number of judicial fee waivers<br />

continues. With the creation of an<br />

on-site urinalysis testing program,<br />

an increase in the number of<br />

alcohol testing fees is expected.<br />

Without the addition of the<br />

urinalysis program, revenues from<br />

the existing probation and pre-trial<br />

programs would see a greater<br />

decline.<br />

FY12 Budget: $1,119,005<br />

FY12 Actual: $1,123,094<br />

FY13 Budget: $1,027,520<br />

FY13 YTD Actual: $649,063<br />

FY13 Projected Actual: $1,081,551<br />

FY14 Estimated Budget:<br />

$1,024,385<br />

Attachment #1<br />

Page 23 of 62<br />

Page 78 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Year Actuals & Projections<br />

$2.0<br />

$1.8<br />

$1.6<br />

$1.4<br />

$1.2<br />

$1.0<br />

$0.8<br />

$0.6<br />

$0.4<br />

$0.2<br />

$0.0<br />

Millions<br />

$0.69<br />

$1.10<br />

$1.34 $1.36 $1.36<br />

FY09 FY10 FY11 FY12 FY13<br />

Budget<br />

Monthly Totals: Budget vs Actuals<br />

Thousands<br />

$180<br />

$160<br />

$140<br />

$120<br />

$100<br />

$80<br />

$60<br />

$40<br />

$20<br />

$0<br />

COURT FACILITIES FEES<br />

$0.84<br />

FY13 YTD<br />

Actuals<br />

FY12 Actual FY13 Budget FY13 Actual<br />

$1.48<br />

FY13<br />

Projected<br />

Actuals<br />

$1.38<br />

FY14 Est.<br />

Budget<br />

Background:<br />

Court Facilities Fees are established<br />

to fund “state court facilities” as<br />

defined in Chapter 29, Florida<br />

Statutes (2009). In FY09 the County<br />

collected $1.9 million but expended<br />

more than $11 million on behalf of<br />

the State Court system. On June<br />

19, 2009 SB2108 was approved<br />

permitting counties to change the<br />

surcharge placed on non-criminal<br />

traffic infractions from $15 to $30.<br />

The Board approved the increase in<br />

surcharges on August 25, 2009.<br />

Trend:<br />

In FY09 Court Facilities Fees were in<br />

a continued decline from previous<br />

fiscal years. By the first quarter in<br />

FY10, revenues began to show<br />

improvement from the approved fee<br />

increase. As the first two years with<br />

the approved fee increase, FY11<br />

and FY12 amounts are used to<br />

establish the base for moderate<br />

revenue increases in FY13 and<br />

FY14.<br />

FY12 Budget: $1,249,250<br />

FY12 Actual: $1,362,802<br />

Attachment #1<br />

Page 24 of 62<br />

FY13 Budget: $1,358,500<br />

FY13 YTD Actual: $841,381<br />

FY13 Projected Actual: $1,476,505<br />

FY14 Estimated Budget: $1,384,150<br />

Page 79 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Adopted Budget<br />

FY 2012 2013 Mid-Year Annual Performance and and Financial Report<br />

Attachment #1<br />

Page 25 of 62<br />

PROGRAM EXPENDITURE SUMMARY*<br />

*Reflects expenditures posted to financial system as of 04/25/13<br />

FY13 FY13 FY13 Budget FY13 Budget<br />

Fund Org Description Adj. Budget Expenditures $ Balance % Balance Remaining<br />

Board of County Commisioners<br />

County Commission<br />

001 100 County Commission 1,214,235 667,817 546,418 45.00%<br />

001 101 District 1 9,500 4,029 5,471 57.58%<br />

001 102 District 2 9,500 920 8,580 90.31%<br />

001 103 District 3 9,500 210 9,290 97.79%<br />

001 104 District 4 9,500 3,251 6,249 65.78%<br />

001 105 District 5 9,500 3,355 6,146 64.69%<br />

001 106 At Large District 6 9,500 3,182 6,318 66.50%<br />

001 107 At Large District 7 9,500 4,963 4,537 47.76%<br />

001 108 Commissioners Account 24,065 7,021 17,044 70.83%<br />

Subtotal: 1,304,800 694,749 610,051 46.75%<br />

County Administration<br />

Country Administration<br />

001 110 Country Administration 533,160 295,303 237,857 44.61%<br />

Strategic Initiatives<br />

001 115 Strategic Initiatives 820,719 481,138 339,581 41.38%<br />

Human Resources<br />

001 160 Human Resources 1,185,071 574,750 610,321 51.50%<br />

Management Information Systems<br />

001 171 Management Information Systems 5,258,278 3,272,647 1,985,631 37.76%<br />

001 421 Geographic Information Services 1,830,088 1,171,948 658,140 35.96%<br />

Public Safety Complex<br />

001 411 Public Safety Complex Technology 248,799 2,193 246,606 99.12%<br />

Subtotal: 9,876,115 5,797,979 4,078,136 41.29%<br />

County Attorney<br />

001 120 County Attorney 1,813,718 1,024,541 789,177 43.51%<br />

Subtotal: 1,813,718 1,024,541 789,177 43.51%<br />

106 400 Support Services 1,069,286 321,057 748,229 69.97%<br />

106 978 Public Works Chargebacks -675,000 -391,500 (283,500) 42.00%<br />

106 431 Transportation 4,375,001 1,819,195 2,555,806 58.42%<br />

106 432 Right-of-Way 2,054,878 1,037,102 1,017,776 49.53%<br />

123 433 Stormwater Maintenance 2,821,002 1,285,594 1,535,408 54.43%<br />

106 414 Engineering Services 2,908,875 1,408,533 1,500,342 51.58%<br />

505 425 Fleet Maintenance 3,460,656 1,412,905 2,047,751 59.17%<br />

001 216 Mosquito Control 577,067 231,284 345,783 59.92%<br />

125 214 Mosquito Control Grant 3<br />

Department of Public Works<br />

Support Services<br />

Operations<br />

Engineering Services<br />

Fleet Maintenance<br />

Mosquito Control<br />

18,500 0 18,500 100.00%<br />

Parks & Recreation<br />

140 436 Parks & Recreation 2,464,033 1,017,345 1,446,688 58.71%<br />

Subtotal: 19,074,298 8,141,515 10,932,783 57.32%<br />

Department of Development Support & Env. Mgt<br />

Building Inspection<br />

120 220 Building Inspection 1,027,174 518,759 508,415 49.50%<br />

Environmental Compliance<br />

121 420 Environmental Compliance 1,242,959 677,241 565,718 45.51%<br />

Development Services<br />

121 422 Development Services 662,666 322,829 339,837 51.28%<br />

Permit Compliance<br />

121 423 Permit Compliance 490,244 234,212 256,032 52.23%<br />

Support Services<br />

121 424 Support Services 342,946 169,437 173,509 50.59%<br />

DEP Storage Tank<br />

125 866 DEP Storage Tank 153,955 79,311 74,644 48.48%<br />

Subtotal: 3,919,944 2,001,788 1,918,156 48.93%<br />

3<br />

Page 80 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

FY 2013 Mid-Year Performance and Financial Report<br />

Attachment #1<br />

Page 26 of 62<br />

Leon County Gove #NAME?<br />

PROGRAM EXPENDITURE SUMMARY*<br />

*Reflects expenditures posted to financial system as of 04/25/13<br />

FY13 FY13 FY13 Budget FY13 Budget<br />

Fund Org Description Adj. Budget Expenditures $ Balance % Balance Remaining<br />

Department of Facilities Management<br />

Facilities Management<br />

001 150 Facilities Management 7,241,753 3,442,197 3,799,556 52.47%<br />

Real Estate Management<br />

001 156 Real Estate management 217,248 122,674 94,574 43.53%<br />

Bank of America<br />

165 154 Bank of America 791,285 306,622 484,663 61.25%<br />

Huntington Oaks Plaza Operating<br />

166 155 Huntington Oaks Plaza Operating 92,775 40,591 52,184 56.25%<br />

Public Safety Complex<br />

001 410 Public Safety Complex 824,639 6,462 818,177 99.22%<br />

Subtotal: 9,167,700 3,918,546 5,249,154 57.26%<br />

001 402 Capital Regional Transportation Planning Agency 217,646 119,315 98,331 45.18%<br />

001 403 Blueprint 2000 1<br />

Department of PLACE<br />

Capital Regional Transportation Planning Agency<br />

Blueprint 2000<br />

61,082 32,873 28,209 46.18%<br />

Planning Department<br />

001 817 Planning Department 991,471 330,306 661,165 66.69%<br />

Subtotal: 1,270,199 482,494 787,705 62.01%<br />

Office of Financial Stewardship<br />

Office of Management and Budget<br />

001 130 Office of Management and Budget 576,090 320,325 255,765 44.40%<br />

Purchasing<br />

001 140 Procurement 230,626 120,034 110,592 47.95%<br />

001 141 Warehouse 123,144 50,375 72,769 59.09%<br />

001 142 Property Control 47,026 26,530 20,496 43.58%<br />

Risk Management<br />

501 132 Risk Management 229,490 115,487 114,003 49.68%<br />

501 821 Workers Compensation Management / Insurance 2,763,400 2,038,294 725,106 26.24%<br />

Subtotal: 3,969,776 2,671,046 1,298,730 32.72%<br />

Office of Economic Development & Business Partnerships<br />

Tourist Development<br />

160 301 Administration 524,999 257,931 267,068 50.87%<br />

160 302 Advertising 912,500 378,437 534,063 58.53%<br />

160 303 Marketing 1,086,160 494,527 591,633 54.47%<br />

160 304 Special Projects 150,000 29,168 120,832 80.55%<br />

160 305 1 Cent Expenditures 5,162,282 263,708 4,898,574 94.89%<br />

Econ. Dev. / Intergovernmental Affairs<br />

001 114 Econ. Dev. / Intergovernmental Affairs 508,483 333,041 175,442 34.50%<br />

M/W Small Business Enterprise<br />

001 112 M/W Small Business Enterprise 231,804 99,264 132,540 57.18%<br />

Subtotal: 8,576,228 1,856,076 6,720,152 78.36%<br />

Office of Public Services<br />

Library Services<br />

001 240 Policy, Planning & OPS 889,927 404,585 485,342 54.54%<br />

001 241 Public Library Services 2,482,313 1,190,592 1,291,721 52.04%<br />

001 242 Collection Services 814,986 414,167 400,819 49.18%<br />

001 243 Extension Services 2,332,415 1,210,851 1,121,564 48.09%<br />

Emergency Medical Services<br />

135 185 Emergency Medical Services 13,626,037 7,472,078 6,153,959 45.16%<br />

Animal Services<br />

140 201 Animal Services 1,935,688 486,233 1,449,455 74.88%<br />

Subtotal: 22,081,366 11,178,506 10,902,860 49.38%<br />

Page 81 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

FY 2013 Mid-Year Performance and Financial Report<br />

Attachment #1<br />

Page 27 of 62<br />

PROGRAM EXPENDITURE SUMMARY*<br />

*Reflects expenditures posted to financial system as of 04/25/13<br />

FY13 FY13 FY13 Budget FY13 Budget<br />

Fund Org Description Adj. Budget Expenditures $ Balance % Balance Remaining<br />

Office of Intervention & Detention Alternative<br />

County Probation<br />

111 542 County Probation Division 1,075,635 560,456 515,179 47.90%<br />

Supervised Pretrial Release<br />

111 544 Pretrial Release 972,498 485,013 487,485 50.13%<br />

Drug & Alcohol Testing<br />

111 599 Drug and Alcohol Testing 139,686 81,422 58,264 41.71%<br />

FDLE JAG Grant Pretrial<br />

125 982058 FDLE JAG Grant Pretrial 119,740 76,089 43,651 36.46%<br />

Subtotal: 2,307,559 1,202,980 1,104,579 47.87%<br />

Leon County Gove #NAME?<br />

Office of Human Services & Community Partnerships<br />

Veteran Services<br />

001 390 Veteran Services 307,116 144,096 163,020 53.08%<br />

Volunteer Center<br />

001 113 Volunteer Center 161,077 71,534 89,543 55.59%<br />

Housing Services<br />

001 371 Housing Services 425,176 210,126 215,050 50.58%<br />

161 808 Housing Finance Authority 230,495 0 230,495 100.00%<br />

Health & Human Services<br />

001 370 Social Service Programs 5,963,579 1,824,409 4,139,170 69.41%<br />

Health Department<br />

001 190 Health Department 237,345 59,336 178,009 75.00%<br />

Primary Health Care<br />

001 971 Primary Health Care 1,830,738 765,224 1,065,514 58.20%<br />

SHIP 2011-2014<br />

124 932043 SHIP 2011-2014 144,581 7,275 137,306 94.97%<br />

Subtotal: 9,300,107 3,082,001 6,218,107 66.86%<br />

Office of Resource Stewardship<br />

Cooperative Extension<br />

001 361 Extension Education 520,297 245,333 274,964 52.85%<br />

Office of Sustainability<br />

001 127 Office of Sustainability 274,154 116,305 157,849 57.58%<br />

Solid Waste<br />

401 435 Landfill Closure 546,483 0 546,483 100.00%<br />

401 437 Rural Waste Collection Centers 878,398 431,710 446,688 50.85%<br />

401 441 Transfer Station Operations 6,053,235 3,451,961 2,601,274 42.97%<br />

401 442 Landfill 2,083,622 1,009,977 1,073,645 51.53%<br />

401 443 Hazardous Waste 560,457 361,611 198,846 35.48%<br />

401 471 Residential Drop Off Recycling 293,670 100,272 193,398 65.86%<br />

Subtotal: 11,210,316 5,717,169 5,493,147 49.00%<br />

110 537 Circuit Court Fees 439,981 183,325 256,656 58.33%<br />

001 132 Clerk Finance 1,403,766 584,903 818,864 58.33%<br />

001 512 Property Appraiser 4,326,795 3,247,394 1,079,401 24.95%<br />

110 510 Law Enforcement 31,330,378 20,886,919 10,443,459 33.33%<br />

110 511 Corrections 29,952,612 19,968,408 9,984,204 33.33%<br />

125 864 Emergency Management 3<br />

Constitutional Officers<br />

121,155 0 121,155 100.00%<br />

130 180 Enhanced 911 1,656,447 720,291 936,156 56.52%<br />

2<br />

Clerk of the Circuit Court<br />

Property Appraiser<br />

Sheriff<br />

060 520 Voter Registration 1,834,949 939,560 895,389 48.80%<br />

060 521 Elections 1,200,855 952,371 248,484 20.69%<br />

060 525 SOE Grants 3<br />

Supervisor of Elections<br />

53,801 53,801 0 0.00%<br />

Page 82 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

FY 2013 Mid-Year Performance and Financial Report<br />

PROGRAM EXPENDITURE SUMMARY*<br />

*Reflects expenditures posted to financial system as of 04/25/13<br />

FY13 FY13 FY13 Budget FY13 Budget<br />

Fund Org Description Adj. Budget Expenditures $ Balance % Balance Remaining<br />

Tax Collector<br />

001 513 General Fund Property Tax Commissions 4,278,000 4,008,781 269,219 6.29%<br />

145 513 Fire Service Fee 18,447 16,926 1,521 8.24%<br />

123 513 Stormwater Utility Non Ad-Valorem 133,797 0 133,797 100.00%<br />

135 513 Emergency Medical Services MSTU 33,080 23,380 9,700 29.32%<br />

162 513 Special Assessment Paving 6,400 4,202 2,198 34.35%<br />

164 513 Sewer Services Killearn Lakes I and II 5,000 4,165 835 16.70%<br />

401 513 Landfill Non-Ad Valorem 30,748 24,562 6,186 20.12%<br />

Subtotal: 76,826,211 51,618,988 25,207,223 32.81%<br />

Judicial Officers<br />

Court Administration<br />

001 540 Court Administration 280,703 86,879 193,824 69.05%<br />

001 547 Guardian Ad Litem 20,006 9,565 10,441 52.19%<br />

110 532 State Attorney 106,945 74,114 32,831 30.70%<br />

110 533 Public Defender 130,450 21,572 108,878 83.46%<br />

110 555 Legal Aid 124,297 60,792 63,505 51.09%<br />

114 586 Teen Court 133,751 81,894 51,857 38.77%<br />

117 509 Alternative Juvenile Program 77,136 40,005 37,131 48.14%<br />

117 546 Law Library 52,203 8,774 43,430 83.19%<br />

117 548 Judicial/Article V Local Requirements 74,562 74,562 0 0.00%<br />

117 555 Legal Aid 52,203 38,500 13,703 26.25%<br />

Subtotal: 1,052,256 496,657 555,599 52.80%<br />

Non-Operating<br />

Line Item Funding<br />

001 888 Line Item Funding 1,076,059 804,381 271,678 25.25%<br />

160 888 Council on Culture and Arts Regranting 504,500 504,500 0 0.00%<br />

City of Tallahassee<br />

140 838 City Payment, Tallahassee (Parks & Recreation) 1,122,249 539,145 583,104 51.96%<br />

145 838 City Payment, Tallahassee (Fire Fees) 5,879,213 0 5,879,213 100.00%<br />

164 838 City Payment, Tallahassee (Killearn Lakes Sewer) 232,500 0 232,500 100.00%<br />

Other Non-Operating<br />

001 278 Summer Youth Employment 74,265 21 74,244 99.97%<br />

001 379 Youth Sports Teams 4,750 500 4,250 89.47%<br />

001 820 Insurance Audit, and Other Expenses 866,481 562,460 304,021 35.09%<br />

001 831 Tax Deed Applications 62,500 0 62,500 100.00%<br />

110 508 Diversionary Program 200,000 104,605 95,395 47.70%<br />

110 620 Juvenile Detention Payment - State 1,250,000 754,307 495,693 39.66%<br />

116 800 Drug Abuse 51,940 40,028 11,912 22.93%<br />

140 843 Volunteer Fire Department 512,479 304,842 207,637 40.52%<br />

131 529 800 MHZ System Maintenance 1,057,250 946,810 110,440 10.45%<br />

502 900 Communications Control 481,695 276,303 205,392 42.64%<br />

001 972 CRA-TIF PAYMENT 1,384,507 1,334,305 50,202 3.63%<br />

Interdepartmental Billing<br />

Countywide Automation 210,321 0 210,321 100.00%<br />

Indirects (Internal Cost Allocations) -5,766,235 -5,766,235 0 0.00%<br />

Risk Allocations 1,130,302 750,209 380,093 33.63%<br />

Subtotal: 10,334,776 1,156,181 9,178,595 88.81%<br />

Total Operating<br />

Total Non-Operating<br />

Total CIP<br />

Operating Grants<br />

Non Operating Grants<br />

Total Debt Service<br />

Total Reserves<br />

TOTAL NET EXPENDITURES:<br />

181,813,861 100,063,262 81,750,599 44.96%<br />

16,101,011 6,915,507 9,185,504 57.05%<br />

87,939,423 17,652,767 70,286,656 79.93%<br />

491,992 140,387 351,605 71.47%<br />

11,711,009 2,807,599 8,903,410 76.03%<br />

40,356,135 15,011,976 25,344,159 62.80%<br />

9,997,390 0 9,997,390 100.00%<br />

348,410,821 142,591,499 205,819,322<br />

Attachment #1<br />

Page 28 of 62<br />

Notes:<br />

1. The Public Safety Complex budget was established to fund the salary and benefits and for maintenance, repair and information systems costs . Total expenses are shared<br />

with the City of Tallahassee<br />

2. Expenses reflect budgted transfers to the Consititutional Officers and do not reflect excess fees or unexpended funds returned to the Board as revenue, as required by the<br />

Florida Statutes.<br />

3. Operating Grants include Mosquito Control, DEP Storage Tank, SHIP, Emergency Management and Elections.<br />

59.07%<br />

Page 83 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Mid-Year Financial Report<br />

FY11 FY12 FY13 FY13 Fund Bal. as %<br />

Org Fund Title Actual Actual Est. Bal. (A) Adopted Bud of Budget (B)<br />

General & Fine and Forfeiture Funds *<br />

001 General Fund 17,869,005 32,260,401 27,380,660 55,030,468 50%<br />

110 Fine and Forfeiture Fund 13,864,143 2,771,245 2,562,834 64,002,160 4%<br />

Special Revenue Funds<br />

Subtotal: 31,733,147 35,031,646 29,943,495 119,032,628 25%<br />

106 County Transportation Trust Fund 6,581,610 4,573,264 5,299,096 13,340,496 40%<br />

111 Probation Services Fund 1,049,059 805,929 985,649 2,633,554 37%<br />

114 Teen Court Fund 153,277 160,385 163,043 143,470 114%<br />

116 Drug Abuse Trust Fund (C) 31,465 10,836 3,495 47,770 7%<br />

117 Judicial Programs Fund 197,711 7,804 0 263,584 0%<br />

120 Building Inspection Fund (D) 461,848 726,101 846,305 1,200,631 70%<br />

121 Development Support Fund (D) 993,612 947,700 951,519 3,202,482 30%<br />

122 Mosquito Control Fund (E) 867,629 N/A N/A N/A N/A<br />

123 Stormwater Utility Fund 2,371,441 870,700 1,026,258 5,106,249 20%<br />

124 Ship Trust Fund 60 181 0 0 N/A<br />

125 Grants 235,925 194,169 253,389 616,543 41%<br />

125 Capacity Fees (F) 1,421,785 1,399,517 0 0 N/A<br />

126 Non-Countywide General Revenue Fund (G) 5,339,665 4,051,182 5,277,048 18,142,911 29%<br />

127 Grants (H) 133,482 172,681 189,378 60,000 N/A<br />

130 911 Emergency Communications Fund 497,865 498,046 672,849 1,170,400 57%<br />

131 Radio Communications Systems Fund (I) 996,376 576,864 148,458 1,065,791 14%<br />

135 Emergency Medical Services Fund (J) 6,576,061 8,850,568 7,875,381 16,276,284 48%<br />

140 Municipal Service Fund 3,651,748 2,837,041 1,728,641 6,616,465 26%<br />

145 Fire Services Fund 847,864 461,994 301,912 6,394,772 5%<br />

160 Tourist Development Fund (1st - 3rd & 5th Cent) (J) 987,699 1,588,471 1,409,849 3,215,785 44%<br />

160 Tourist Development Fund - 4th Cent (K) 4,094,990 4,094,990 3,522,861 783,750 449%<br />

161 Housing Finance Authority Fund (L) 870,900 896,829 707,197 30,495 2319%<br />

162 Special Assessment Paving Fund 603,459 1,140,261 1,269,929 332,460 382%<br />

164 Killearn Lakes Units I and II Sewer Fund 29,365 3,025 3,025 237,500 1%<br />

165 Bank of America Building Op. Fund 2,914,032 2,599,522 2,688,675 2,319,458 116%<br />

166 Huntington Oaks Plaza Fund 261,146 489,477 469,937 251,791 187%<br />

Debt Service Funds<br />

SUMMARY <strong>OF</strong> FUND BALANCE & RETAINED EARNINGS (unaudited)<br />

* The combined fund balances for the general and fine and forfeiture funds fall within the allowable range of the County Reserve Policy, which<br />

requires a minimum of 15% and a maximum of 30% reserve.<br />

Subtotal: 42,170,073 37,957,536 35,793,895 83,452,641 43%<br />

211 Debt Service - Series 2003 A&B 19,494 20,016 17,216 954,880<br />

216 Debt Service - Series 1998B 141,987 142,788 142,788 2,830,195<br />

220 Debt Service - Series 2004 126,575 126,836 126,836 5,098,019<br />

Subtotal: 288,056 289,641 286,841 8,883,094<br />

Attachment #1<br />

Page 29 of 62<br />

Page 84 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Mid-Year Financial Report<br />

SUMMARY <strong>OF</strong> FUND BALANCE & RETAINED EARNINGS (unaudited)<br />

FY11 FY12 FY13 FY13 Fund Bal. as %<br />

Org Fund Title Actual Actual Est. Bal. (A) Adopted Bud of Budget (B)<br />

Capital Projects Funds<br />

305 Capital Improvements Fund (M) 45,905,556 44,952,099 14,928,168<br />

306 Gas Tax Transportation Fund 2,344,364 2,759,818 370,294<br />

308 Local Option Sales Tax Fund (N) 26,154,707 24,487,497 3,999,669<br />

309 Local Option Sales Tax Extension Fund 7,748,941 8,123,268 2,927,561<br />

311 Construction Series 2003 A&B Fund 362,124 159,818 6,493<br />

318 1999 Bond Construction Fund 544,727 514,702 17,769<br />

320 Construction Series 2005 819,954 836,491 15,110<br />

321 Energy Savings Contract ESCO Capital Fund 29,535 19,961 20,193<br />

330 911 Capital Projects Fund 2,166,934 2,298,982 1,717,444<br />

341 Countywide Road District Fund - Impact Fee 1,992,830 2,029,339 308,945<br />

343 NW Urban Collector Fund - Impact Fee 468,636 437,226 64,140<br />

344 SE Urban Collector Fund - Impact Fee 869,062 493,100 109,617<br />

Enterprise Funds<br />

Subtotal: 89,407,370 87,112,300 24,485,402<br />

401 Solid Waste Fund (O) 6,998,573 6,116,122 4,888,044<br />

Internal Service Funds<br />

Subtotal: 6,998,573 6,116,122 4,888,044<br />

501 Insurance Service Fund 7,494,505 2,234,940 2,179,328<br />

502 Communications Trust Fund 43,712 53,359 0<br />

505 Motor Pool Fund (5,075) 15,242 0<br />

Subtotal: 7,533,142 2,303,541 2,179,328<br />

TOTAL: 178,130,361 168,810,786 97,577,004<br />

Attachment #1<br />

Page 30 of 62<br />

In addition to funding for budgeted<br />

capital projects, the balances for<br />

funds 305 and 308 reflect capital<br />

reserves budgeted during FY11 as<br />

"sinking funds" for maintaining<br />

existing County infrastructure.<br />

Balances committed for specific<br />

capital projects not completed during<br />

the fiscal year will be carried forward<br />

into the FY12 budget unless<br />

otherwise noted.<br />

Notes:<br />

A. Balances are estimated as year ending for FY 2013.<br />

B. FY 2013 percentage estimates are only provided for General and Special Revenue funds. Capital Projects, Enterprise and Internal Service funds maintain differing levels of<br />

balances depending upon on-going capital project requirements and other audit requirements. The percentages for the other funds are intended to show compliance with the<br />

County's policy for maintaining sufficient balances.<br />

C. The reduction in fund balance is due to the decline in revenue from this program associated with fee waivers. The Court Administration is currently reviewing the program<br />

to see how it can be funded within the existing revenue stream.<br />

D. The increase in the Building fund balance and the leveling of the Development Support fund balance is reflective of an increase in building and development permitting.<br />

E. Fund 122 was closed in FY12 and realigned under fund 001 due to the majority of funding coming from general revenue. The existing fund balance in fund 122 was<br />

transferred to the general fund at that time.<br />

F. The fund balance reflects the portion of the grant fund that relates to the collection of fees that are not truly grants but need to be placed in a discrete funding account such<br />

as the concurrency capacity payments. These funds are budgeted within the budget cycle.<br />

G. Non countywide general revenue includes state shared and 1/2 cent sales tax. This fund is used to account for non countywide general revenue sources. Funds are not<br />

expended directly from the fund, but are transferred to funds that provide non countywide services.<br />

H. This fund is used to separate grants that are interest bearing grants.<br />

I. The Radio Communications Systems Fund is used to account for the digital radio system. These funds were previously reflected in Fund 331.<br />

J. The Emergency Medical Services (EMS) fund balance reflects a decline in the receipt of ambulance fee billings.<br />

K. The Tourist Development Tax is reflected in two separate fund balances: the first three cents supports the Tourist Development Council activities and the fourth cent is<br />

dedicated towards the Performing Arts Center. The Board approved the levying of a 5th cent effective May 1, 2009. The reduction in the Performing Arts fund balance reflects<br />

funds transferred to Blueprint 2000 for the construction of the outdoor amphitheater in Cascades Park.<br />

L. The fund balance reflects a gain from investments through previous bond issues.<br />

M. The fund balance reflects the remaining capital reserves budgeted during FY 2013 as a "sinking fund" for maintaining existing County infrastructure for the next five years.<br />

N. The fund balance reflects the remaining capital reserves budgeted during FY 2013 as a "sinking fund" for maintaining existing infrastructure associated with the initial local<br />

option tax. These reserves are projected to be depleted by FY15.<br />

O. Amount reflected in unrestricted retained earnings. The decline was anticipated due to the budgeting of $1.6 million in fund balance to cover operating expenditures in FY<br />

2013.<br />

Page 85 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Mid-Year Financial Report<br />

CAPITAL IMPROVEMENT PROGRAM SUMMARY<br />

# of % of CIP Adjusted YTD % of Budget Project<br />

Project Service Types Projects Budget Budget Activity Committed Balance<br />

Culture and Recreation 22 10.8% 9,475,368 1,777,993 18.8% 7,697,375<br />

General Government 35 10.8% 9,526,676 2,774,271 29.1% 6,752,405<br />

Attachment #1<br />

Page 31 of 62<br />

Health and Safety 6 21.8% 19,202,370 6,796,084 35.4% 12,406,286<br />

Physical Environment 31 21.3% 18,764,645 1,688,009 9.0% 17,076,636<br />

Transportation 22 35.2% 30,970,364 4,616,410 14.9% 26,353,954<br />

TOTAL 116 100% $87,939,423 $17,652,767 20.1% $70,286,656<br />

Notes: This Capital Improvement Program Summary reflects the adjusted budget and year to date activity from October 1, 2012 to April<br />

25, 2013.<br />

Page 86 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Mid-Year Financial Report<br />

Adjusted YTD % of Budget Project<br />

Project # Project Description Budget Activity Expended Balance<br />

045001 Apalachee Parkway Regional Park 819,693<br />

046008 Athletic Field Lighting 22,866<br />

085001 Eastside Library 60,000<br />

042005 Fort Braden Community Park 75,000<br />

082003 Fort Braden Renovations 28,000<br />

043007 Fred George Park 1,189,873<br />

046009 Greenways Capital Maintenance 165,087<br />

083001 Lake Jackson Branch Library 1,242,868<br />

076011 Library Services Technology 42,000<br />

086053 Main Library Improvements 166,278<br />

044002 Miccosukee Community Park 709,929<br />

044003 Miccosukee Greenways 533,166<br />

044001 Northeast Community Park 398,000<br />

046007 New Vehicles and Equipment 258,198<br />

043008 Okeeheepkee Prairie Park 802,554<br />

046001 Parks Capital Maintenance 513,926<br />

045007 Pedrick Road Pond Walking Trail 204,104<br />

046006 Playground Equipment Replacement 276,111<br />

047001 St. Marks Headwaters 1,709,538<br />

043010 Stoneler Road Park 175,000<br />

043003 Tower Road Park 33,177<br />

041002 Woodville Community Park 50,000<br />

TOTAL CULTURE AND RECREATION<br />

9,475,368<br />

086011 Architectural & Engineering Services 86,196<br />

086025 BOA Building Acquisition/Renovations 2,053,984<br />

086054 Centralized Storage Facility 131,258<br />

086017 Common Area Furnishings 25,000<br />

086062 Community Services Building Roof Replacement 60,000<br />

086024 Courthouse Repairs 1,136,225<br />

086016 Courthouse Security 20,000<br />

086007 Courtroom Minor Renovations 178,854<br />

076023 Courtroom Technology 100,000<br />

076003 Data Wiring 25,000<br />

076004 Digital Phone System 150,000<br />

076063 E-filing System for Court Documents 138,200<br />

096015 Election Equipment 1,446,161<br />

076048 Electronic Timesheets 4,801<br />

086037 Elevator Generator Upgrades 632,250<br />

076008 File Server Maintenance 262,283<br />

076001 Financial Hardware and Software 29,119<br />

076055 GEM Technology 14,616<br />

086057 General County Maintenance and Minor Renovations 85,000<br />

026003 General Vehicle & Equipment Replacement 322,490<br />

083002 Huntington Oaks Plaza Building Improvements 429,033<br />

096019 Local Economic Stimulus Program 355,600<br />

076064 MIS Data Center/ Elevator Halon System 70,000<br />

076044 MIS Disaster Recovery 250,000<br />

076018 Network Backbone Upgrade 80,000<br />

086033 Parking Lot Maintenance 261,218<br />

076045 Property Appraiser Technology 178,167<br />

076051 Public Defender Technology 30,000<br />

076061 Records Management 205,584<br />

086041 Reduction of Emissions/Energy Improvements 238,792<br />

076047 State Attorney Technology 30,000<br />

076005 Supervisor of Elections Technology 25,000<br />

076024 User Computer Upgrades 448,123<br />

076042 Work Order Management 23,722<br />

TOTAL GENERAL GOVERNMENT<br />

CULTURE AND RECREATION<br />

GENERAL GOVERNMENT<br />

9,526,676<br />

175,007<br />

21.4% 644,686<br />

-<br />

0.0% 22,866<br />

8,690<br />

14.5% 51,310<br />

842<br />

1.1% 74,158<br />

23,975<br />

85.6% 4,025<br />

20,293<br />

1.7% 1,169,580<br />

91,443<br />

55.4% 73,644<br />

727,395<br />

58.5% 515,473<br />

4,624<br />

11.0% 37,376<br />

10,953<br />

6.6% 155,325<br />

18,232<br />

2.6% 691,697<br />

56,423<br />

10.6% 476,743<br />

338,000<br />

84.9% 60,000<br />

169,307<br />

65.6% 88,891<br />

35,588<br />

4.4% 766,966<br />

83,509<br />

16.2% 430,417<br />

-<br />

0.0% 204,104<br />

-<br />

0.0% 276,111<br />

-<br />

0.0% 1,709,538<br />

13,711<br />

7.8% 161,289<br />

-<br />

0.0% 33,177<br />

-<br />

0.0% 50,000<br />

$1,777,993 18.8% $7,697,375<br />

51,752<br />

1,160,777<br />

34,485<br />

719<br />

6,609<br />

153,923<br />

-<br />

3,836<br />

4,549<br />

2,334<br />

145,478<br />

-<br />

-<br />

2,727<br />

46,032<br />

200,744<br />

2,156<br />

-<br />

13,954<br />

163,902<br />

249,754<br />

-<br />

-<br />

-<br />

60,361<br />

-<br />

88,760<br />

16,089<br />

53,000<br />

65,321<br />

-<br />

11,423<br />

233,769<br />

1,819<br />

2,774,271<br />

Attachment #1<br />

Page 32 of 62<br />

60.0% 34,444<br />

56.5% 893,207<br />

26.3% 96,773<br />

2.9% 24,281<br />

11.0% 53,391<br />

13.5% 982,302<br />

0.0% 20,000<br />

2.1% 175,018<br />

4.5% 95,451<br />

9.3% 22,666<br />

97.0% 4,522<br />

0.0% 138,200<br />

0.0% 1,446,161<br />

56.8% 2,074<br />

7.3% 586,218<br />

76.5% 61,540<br />

7.4% 26,963<br />

0.0% 14,616<br />

16.4% 71,046<br />

50.8% 158,588<br />

58.2% 179,279<br />

0.0% 355,600<br />

0.0% 70,000<br />

0.0% 250,000<br />

75.5% 19,639<br />

0.0% 261,218<br />

49.8% 89,407<br />

53.6% 13,911<br />

25.8% 152,584<br />

27.4% 173,471<br />

0.0% 30,000<br />

45.7% 13,577<br />

52.2% 214,354<br />

7.7% 21,903<br />

29.1% $6,752,405<br />

Page 87 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Mid-Year Financial Report<br />

Adjusted YTD % of Budget Project<br />

Project # Project Description Budget Activity Expended Balance<br />

096008 Emergency Medical Services Facility 4,211,548<br />

076058 Emergency Medical Services Technology 54,570<br />

026014 EMS Vehicle & Equipment Replacement 860,500<br />

086031 Jail Roof Replacement 3,570,996<br />

096016 Public Safety Complex 10,453,095<br />

096002 Volunteer Fire Departments 51,661<br />

TOTAL HEALTH AND SAFETY<br />

067002 BP 2000 Water Quality Enhancements 1,064,136<br />

2,092,107<br />

31,520<br />

81,107<br />

12,618<br />

4,578,733<br />

-<br />

49.7% 2,119,441<br />

57.8% 23,050<br />

9.43% 779,393<br />

0.4% 3,558,379<br />

43.8% 5,874,362<br />

0.0% 51,661<br />

$19,202,370 $6,796,084 35.4% $12,406,286<br />

193,987<br />

18.2% 870,149<br />

064005 Bradfordville Pond 4 Outfall Stabilization 764,399 53,792 7.0% 710,607<br />

064004 Bradfordville Pond 6 Rehabilitation 59,762 9,720 16.3% 50,042<br />

065003 Brushy Creek Road Stormwater Control 43,999 37,776 85.9% 6,223<br />

066001 CARDS: Stormwater Program Startup 17,708 0 0.0% 17,708<br />

076009 Geographic Information Systems 293,029 217,843 74.3% 75,186<br />

062005 Gum Road Target Planning Area 2,150,204<br />

-<br />

0.0% 2,150,204<br />

036036 Hooklift Recycling Container Replacement 36,000 0 0.0% 36,000<br />

036034 Household Hazard Waste Loading Ramp 26,850 12,809 47.7% 14,042<br />

064001 Killearn Acres Flood Mitigation 835,582 381,573 45.7% 454,009<br />

064006 Killearn Lakes Stormwater 734,796 35,433 4.8% 699,363<br />

065001 Lafayette Street Stormwater 3,545,640 43,613 1.2% 3,502,027<br />

062001 Lake Munson Restoration 268,306<br />

062002 Lakeview Bridge 763,701<br />

-<br />

2,599<br />

0.0% 268,306<br />

0.3% 761,102<br />

036002 Landfill Improvements 149,857 40,167 26.8% 109,690<br />

063005 Lexington Pond Retrofit 4,903,782 73,229<br />

062004 Longwood Subdivision Retrofit 223,680<br />

076015 Permit & Enforcement Tracking System 319,562<br />

036035 Recylcing Building Circulation Fan 16,500<br />

036032 Remedial Action Plan 307,171<br />

036033 Rural/Hazardous Waste Vehicle and Equipment Replacement 72,000<br />

-<br />

57,436<br />

036003 Solid Waste Heavy Equipment/Vehicle Replacement 88,127 36,796<br />

036030 Solid Waste Learning Center 105,000 -<br />

036028 Solid Waste Master Plan 100,000<br />

036031 Solid Waste Trolley 45,000<br />

066026 Stormwater Filter Replacement 179,754<br />

066003 Stormwater Structure Inventory and Mapping 632,514<br />

026004 Stormwater Vehicle & Equipment Replacement 342,500<br />

066004 TMDL Compliance Activities 50,000<br />

036010 Transfer Station Heavy Equipment 410,829<br />

036023 Transfer Station Improvements 214,257<br />

TOTAL PHYSICAL ENVIRONMENT<br />

HEALTH AND SAFETY<br />

Physical Environment<br />

18,764,645<br />

-<br />

-<br />

-<br />

-<br />

-<br />

92,790<br />

-<br />

330,118<br />

-<br />

-<br />

68,328<br />

1,688,009<br />

Attachment #1<br />

Page 33 of 62<br />

1.5% 4,830,553<br />

0.0% 223,680<br />

18.0% 262,126<br />

0.0% 16,500<br />

0.0% 307,171<br />

0.0% 72,000<br />

41.8% 51,331<br />

0.0% 105,000<br />

0.0% 100,000<br />

0.0% 45,000<br />

51.6% 86,964<br />

0.0% 632,514<br />

96.4% 12,382<br />

0.0% 50,000<br />

0.0% 410,829<br />

31.9% 145,929<br />

9.0% $17,076,636<br />

Page 88 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

Fiscal Year 2013 Mid-Year Financial Report<br />

Adjusted YTD % of Budget Project<br />

Project # Project Description Budget Activity Expended Balance<br />

057916 2/3 Program - Terre Bonne 97,479<br />

026015 Arterial/Collector Roads Pavement Markings 154,296<br />

056001 Arterial/Collector Resurfacing 6,520,038<br />

054003 Bannerman Road 1,005,759<br />

054010 Beech Ridge Trail Extension 833,513<br />

055001 Buck Lake Road 50,000<br />

057900 CARDS Transportation Program: Start Up Costs 5,000<br />

056005 Community Safety & Mobility 1,427,093<br />

026010 Fleet Management Shop Equipment 80,413<br />

056007 Florida DOT Permitting Fees 50,000<br />

057001 Intersection and Safety Improvements 7,417,515<br />

055005 Lafayette Street Construction 386,735<br />

057005 Local Road Resurfacing 268,454<br />

051006 Natural Bridge Road 45,425<br />

053003 North Monroe Turn Lane 2,743,926<br />

026006 Open Graded Cold Mix Stabilization 1,351,989<br />

056011 Public Works Design & Engineering Services 60,000<br />

026005 Public Works Vehicle & Equipment Replacement 983,779<br />

053002 Pullen Road at Old Bainbridge Road 1,217,676<br />

051007 Springhill Road Bridge 259,097<br />

053005 Talpeco Road & Highway 27 North 281,580<br />

056010 Transportation and Stormwater Improvements 5,730,597<br />

TOTAL TRANSPORTATION<br />

TRANSPORTATION<br />

97,479<br />

44,599<br />

1,813,408<br />

204,425<br />

525<br />

3,718<br />

2,617<br />

29,068<br />

13,611<br />

-<br />

368,321<br />

274,368<br />

12,262<br />

-<br />

13,418<br />

700,347<br />

16,358<br />

336,230<br />

2,475<br />

63,693<br />

11,620<br />

607,869<br />

Attachment #1<br />

Page 34 of 62<br />

100.0% -<br />

28.9% 109,697<br />

27.8% 4,706,630<br />

20.3% 801,334<br />

0.1% 832,988<br />

7.4% 46,282<br />

52.3% 2,383<br />

2.0% 1,398,025<br />

16.9% 66,802<br />

0.0% 50,000<br />

5.0% 7,049,194<br />

70.9% 112,367<br />

4.6% 256,192<br />

0.0% 45,425<br />

0.5% 2,730,508<br />

51.8% 651,642<br />

27.3% 43,642<br />

34.2% 647,549<br />

0.2% 1,215,201<br />

24.6% 195,404<br />

4.1% 269,960<br />

10.6% 5,122,728<br />

$30,970,364 $4,616,410 14.9% $26,353,954<br />

Page 89 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

FY 2013 Mid-Year Performance and Financial Report<br />

Grants Program<br />

The County utilizes grants to fund a number of programs and activities in Leon County. As reflected in the table below, the County is<br />

currently administering approximately $11.7 million in grant funding. As grants often cross multiple fiscal years, it is not uncommon to see<br />

the actual expenditures for a fiscal year less than the total funding available. All balances are carried into the subsequent fiscal year<br />

consistent with any grant award requirements.<br />

Most grants are authorized by the Board of County Commissioners and placed within one of two funds (Reimbursement Grants or<br />

Interest Bearing Grants). While placed in a Grants Fund, a program budget can be a federal or state authorization, a contractual<br />

arrangement between two governing bodies, a contract between the County and a non-governmental entity, a method to keep a specific<br />

revenue source separate from operating budgets, or a pure grant award.<br />

Six programs are anticipated as part of the regular budget process: Mosquito Control, the Pollutant Storage Tank Program, Law<br />

Enforcement JAG Grant, Law Enforcement Block Grant, the Department of Health Emergency Medical Grant, and the Emergency<br />

Management Base Grant. These grant funds are administered within various County department operating budgets, and are reported in<br />

the expenditure section of the mid-year report.<br />

The Grants Program is cooperatively monitored by department program managers, the Grants Coordinator, the Office of Management<br />

and Budget (OMB), and the Clerk's Finance Division. The Grant Coordinator monitors all aspects of these grants, particularly block<br />

grants. Program Managers in conjunction with the Grants Coordinator often pursue grants independently and administer grants<br />

throughout the year. OMB and the Clerk's Finance Division monitor overall expenditures and revenues as well as coordinate the yearend<br />

close-out and carry forward processes with all grant funded programs.<br />

Budget by Administering Department<br />

% of Total FY13 FY13<br />

Department Balance<br />

Grants Budget Expended<br />

Dev. Sup. & Environmental Management 0.02% 2,408<br />

Facilities Management 0.01% 750<br />

Public Services 4.99% 583,993<br />

Human Services and Community Partnerships 4.90% 573,833<br />

Resource Stewardship 1.31% 152,973<br />

Public Works 74.90% 8,771,821<br />

Intervention & Detention Alternatives 2.57% 300,954<br />

Constitutional - Sheriff 9.46% 1,108,276<br />

Miscellaneous 1.84% 216,001<br />

TOTAL: 100% 11,711,009<br />

-<br />

-<br />

74,816<br />

103,163<br />

27,209<br />

2,332,491<br />

193,831<br />

76,089<br />

-<br />

2,807,599<br />

Attachment #1<br />

Page 35 of 62<br />

2,408<br />

750<br />

509,177<br />

470,670<br />

125,764<br />

6,439,330<br />

8,577,990<br />

1,032,187<br />

216,001<br />

8,903,410<br />

Page 90 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

FY 2013 Mid-Year Performance and Financial Report<br />

Org Grant/Program Description/Purpose Budget Spent % Unspent<br />

Development Support & Environment Management<br />

934013* Wildlife Preservation Payment for the planting of trees which can not be practically planted on<br />

development sites - used to fund animal rehabilitation agencies<br />

Subtotal: 2,408<br />

Facilities Management<br />

915058 Community Foundation of North Florida Donation providing for the annual placement of a wreath at the WWII Memorial 750<br />

Public Services<br />

Emergency Medical Services<br />

Subtotal: 750<br />

961033* DOH-EMS Match M0004 Funds to provide CPR training to citizens in Leon County 1,911<br />

961034* DOH-EMS Match M0005 Funds to provide Operational Surveillance Software 41,770<br />

961042* DOH-EMS Match M1071 Funds to provide training and education for AEDs 34,320<br />

961043* DOH-EMS Match M1072 Funds to provide CPR kits for traning Leon county citizens in CPR 21,055<br />

961045* DOH-EMS Equipment Funds to provide training equipment for Paramedics and EMTs 60,000<br />

Library Services<br />

912013 E-Rate Federal Communications Commission funding for the purchase of Internet<br />

access computers and related charges<br />

56,556<br />

913023 Patron Donations Individual patron donations designated for particular use within the library system 60,887<br />

913032 Friends-Main Library Tribute Annual donation in support the Library 16,915<br />

913045 Friends-Literacy Annual donation in support of basic literacy 32,401<br />

913082* Ralph Cook Trust A specific patron donation earmarked for the Library 23,390<br />

913115* Friends (2005 Trust) Endowment funds from Friends of the Leon County Library, a 501(c)(3) support<br />

organization<br />

913200* Van Brunt Library Trust<br />

Grants Program Summary<br />

*Denotes Interest Bearing Grant<br />

Proceeds from the Caroline Van Brunt estate dedicated to the Library<br />

FY13<br />

2,408 - 100.00%<br />

57,547<br />

177,241<br />

Subtotal: 583,993<br />

-<br />

-<br />

-<br />

1,629<br />

-<br />

300<br />

12,578<br />

49,526<br />

-<br />

5,814<br />

-<br />

4,711<br />

-<br />

258<br />

-<br />

74,816<br />

Attachment #1<br />

Page 36 of 62<br />

100.00%<br />

100.00%<br />

100.00%<br />

14.76%<br />

100.00%<br />

99.13%<br />

40.26%<br />

17.46%<br />

100.00%<br />

90.45%<br />

100.00%<br />

85.46%<br />

100.00%<br />

99.55%<br />

100.00%<br />

Page 91 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

87.19%


Leon County Government<br />

FY 2013 Mid-Year Performance and Financial Report<br />

Grants Program Summary<br />

*Denotes Interest Bearing Grant<br />

Org Grant/Program Description/Purpose Budget Spent % Unspent<br />

Human Services and Community Partnerships<br />

Health & Human Services<br />

933015<br />

Housing Finance Authority<br />

Closing The Gap Funds to promote coordinated efforts to reduce and eliminate racial and ethnic<br />

health disparities<br />

932014 Housing Services Home Expo<br />

Funds to provide home maintenance education for all housing rehabilitation<br />

clients through Leon County Housing Department's Home Expo workshops<br />

932015 Florida Hardest Hit Program Funding to provide foreclosure prevention assistance to program eligible<br />

residents<br />

20,803<br />

932035 CDBG Emergency Housing Grant Funding to assist in housing rehabilitation for income eligible homeowners<br />

affected by the March 2009 flooding event.<br />

128,696<br />

932072 CDBG Disaster Recovery -HOPE<br />

Community<br />

Funding for rental housing assistance<br />

317,304<br />

932060 CDBG Disaster Recovery - Admin Program funding to support administration of CDBG Disaster Recovery Grant 58,064<br />

Volunteer Services<br />

915040 Hands On Grant Develops Family Friendly volunteer projects in the areas of education,<br />

environment, and the economy<br />

1,394<br />

915041 The Mission Continues Funds to support materials and supplies to complete day of service projects 642<br />

915056 Points of Light Incentive as an affiliate of the Points of Light Foundation 840<br />

Subtotal: 573,833<br />

FY13<br />

45,775<br />

315<br />

-<br />

112<br />

5,796<br />

54,185<br />

-<br />

43,070<br />

-<br />

-<br />

-<br />

103,163<br />

Attachment #1<br />

Page 37 of 62<br />

100.00%<br />

64.44%<br />

72.14%<br />

57.90%<br />

100.00%<br />

25.82%<br />

100.00%<br />

100.00%<br />

100.00%<br />

Page 92 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

82.02%


Leon County Government<br />

FY 2013 Mid-Year Performance and Financial Report<br />

Grants Program Summary<br />

*Denotes Interest Bearing Grant<br />

Org<br />

Resource Stewardship<br />

Grant/Program Description/Purpose Budget Spent % Unspent<br />

Sustainability<br />

915010 Energy Efficiency and Conservation Development of a county efficiency and conservation strategy, energy<br />

conservation training and installation of energy efficient light fixtures and<br />

occupancy control systems<br />

83,013 - 100.00%<br />

915011 Climate Action Summit Funding to support the county sustainability imitative 27,157<br />

27,209 -0.19%<br />

Cooperative Extension<br />

914014 Federal Forestry Funds educational activities relating to forestry - this is a percentage of the total<br />

allocation with the remaining going to Public Works Transportation Trust Fund<br />

914015 Title III Federal Forestry Funds search, rescue, and emergency services on federal land as well as fire<br />

prevention and forest related educational opportunities<br />

914040 Specialty Crop Block Grant FY10<br />

The grant will be used to provide educational outreach programs serving small<br />

farm producers and community market vendors within Leon County.<br />

Subtotal: 152,973<br />

Public Works<br />

921030 Gopher Tortoise Habitat Mgmt Grant<br />

Operations<br />

Funds to improve the Gopher Tortoise habitat through the performance of<br />

prescribed burnings and herbicide treatments to 212 acres of St. Marks<br />

Headwaters Greenway land.<br />

921053* Tree Bank Payment for the planting of trees which can not be practically planted on<br />

development sites<br />

56,743<br />

001000* Side Walks District 1 13,033<br />

002000* Side Walks District 2 23,058<br />

003000* Side Walks District 3<br />

Fee paid by developers to County for sidewalk construction in lieu of constructing<br />

sidewalk with development<br />

37,408<br />

004000* Side Walks District 4 51,299<br />

005000* Side Walks District 5 5,979<br />

FY13<br />

513<br />

28,333<br />

13,957<br />

9,499<br />

-<br />

-<br />

-<br />

27,209<br />

-<br />

7,738<br />

-<br />

-<br />

-<br />

-<br />

-<br />

Attachment #1<br />

Page 38 of 62<br />

100.00%<br />

100.00%<br />

100.00%<br />

82.21%<br />

100.00%<br />

86.36%<br />

100.00%<br />

100.00%<br />

100.00%<br />

100.00%<br />

100.00%<br />

Page 93 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County Government<br />

FY 2013 Mid-Year Performance and Financial Report<br />

Public Works<br />

Parks & Recreation Services<br />

Grants Program Summary<br />

*Denotes Interest Bearing Grant<br />

Org Grant/Program Description/Purpose Budget Spent % Unspent<br />

921043 Boating Improvement State funding for boating improvements - Completed Reeves Landing, Lake<br />

Talquin Restrooms, New Cypress Landing; Rhoden Cove is pending<br />

921116* Miccosukee Community Center 6,173<br />

921126* Chaires Community Center<br />

Fee revenue collected for the rental of community facilities. Separate<br />

7,212<br />

921136* Woodville Community Center expenditure accounts have been established to allow for the payment of<br />

20,056<br />

921146* Fort Braden Community Center approved expenditures associated with improvements to the respective facilities.<br />

17,487<br />

921156* Bradfordville Community Center 7,706<br />

916016<br />

Engineering Services<br />

DOT Big Bend Scenic Byway<br />

932066 CDBG Disaster Recovery Program funding to improve the current stormwater and drainage along the<br />

Franklin Boulevard service area because of chronic flooding issues during heavy<br />

rain events<br />

932067 CDBG Disaster Recovery Program funding to create an emergency access corridor for Fairbanks Ferry<br />

residents outside of the flood plain<br />

FY13<br />

53,667<br />

72,264<br />

3,662,289<br />

932069 DREF-Oakridge Flooded Property<br />

Acquisition<br />

1,585,523<br />

932071 DREF-Capital Cascade Trail, Segment Program funding to address infrastructure and public facility projects directly<br />

1,660,959<br />

3<br />

related to Tropical Storm Fay<br />

932073 DREF-Lakeside Flood Control 647,211<br />

009009 Significant Benefit District 2 Fee paid by developers to County for road and safety improvements 65,635<br />

009010 Significant Benefit District 1 Fee paid by developers to County for road and safety improvements 370,518<br />

009012 Significant Benefit District 4 Fee paid by developers to County for road and safety improvements 62,499<br />

Subtotal: 8,771,821<br />

335,603<br />

38,712<br />

467<br />

-<br />

-<br />

597<br />

-<br />

-<br />

363,938<br />

282,817<br />

126,647<br />

1,511,575<br />

-<br />

-<br />

-<br />

-<br />

2,332,491<br />

Attachment #1<br />

Page 39 of 62<br />

27.87%<br />

92.43%<br />

100.00%<br />

100.00%<br />

96.59%<br />

100.00%<br />

100.00%<br />

90.06%<br />

15.73%<br />

92.01%<br />

8.99%<br />

100.00%<br />

100.00%<br />

100.00%<br />

100.00%<br />

Page 94 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

73.41%


Leon County Government<br />

FY 2013 Mid-Year Performance and Financial Report<br />

Intervention and Det. Alternatives<br />

Supervised Pre-trial Release<br />

Grants Program Summary<br />

*Denotes Interest Bearing Grant<br />

Org Grant/Program Description/Purpose Budget Spent % Unspent<br />

915013 Slosberg-Driver's Education A program that funds organizations providing driver education 248,694<br />

Judicial<br />

943083 DCF - Drug Testing<br />

Constitutionals<br />

Funding received to pay for testing and treatment costs related to Adult Drug<br />

Court<br />

FY13<br />

148,735<br />

40.19%<br />

52,260 45,096 13.71%<br />

Subtotal: 300,954 193,831 35.59%<br />

Sheriff<br />

952020 Sheriff-E911 Grant Funds to purchase and install a new E911 system in the Joint Dispatch Center 988,536<br />

982058 FDLE JAG Grant Federal Stimulus funding allocated through JAG to be utilized purchasing<br />

computer equipment for the Leon County Sheriffs and Tallahassee Police<br />

departments<br />

119,740<br />

Subtotal: 1,108,276<br />

Miscellaneous<br />

918001 Southwood Payment - Woodville<br />

151,001<br />

- 100.00%<br />

Highway Proportionate share payment from Southwood Development to go to the Florida<br />

Department of Transportation for improvements to Woodville Highway<br />

991 Grant Match Funding<br />

Funding set aside to meet grant requirements - the beginning budget was<br />

$90,000, the current budget reflects the drawdown of grant match funds during<br />

the year<br />

65,000<br />

- 100.00%<br />

Subtotal: 216,001 - 100.00%<br />

TOTAL: 11,711,009<br />

-<br />

76,089<br />

76,089<br />

2,807,599<br />

Attachment #1<br />

Page 40 of 62<br />

100.00%<br />

Page 95 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

36.45%<br />

93.13%<br />

76.03%


Population<br />

Thousands<br />

300<br />

225<br />

150<br />

75<br />

0<br />

Thousands<br />

70<br />

60<br />

50<br />

40<br />

30<br />

20<br />

10<br />

0<br />

Total<br />

Incorporated<br />

Unincorporated<br />

Community Economic Profile<br />

'02 '03 '04 '05 '06 '07 '08 '09 '10 '11 '12<br />

Sources:<br />

- 2012, Population Estimates and Projections from Tallahassee/Leon County Planning<br />

Department 2012.<br />

- 1998-2007, Division of Research & graphics and University of Florida BEBR, Florida<br />

Statistical Abstract 2010.<br />

- 2010 United States Census<br />

Higher Education Enrollment<br />

'01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11<br />

Source: Fall Enrollment Statistics from the Office of the Registrar for FSU/FAMU/TCC<br />

Total<br />

FSU<br />

TCC<br />

FAMU<br />

Attachment #1<br />

Page 41 of 62<br />

According to the 2010 United States<br />

Census data and 2012 estimates<br />

from the Florida Bureau of Economic<br />

and Business Research, Florida<br />

Statistical Abstract, the current Leon<br />

County population is 277,670; 66%<br />

incorporated and 34%<br />

unincorporated. Total county<br />

population estimates had slowed to<br />

less than 1% annual growth since<br />

2006. In 2009, there was a slight<br />

decline in population estimates.<br />

According to 2012 estimates, the total<br />

population has seen a 0.50%<br />

increase since the 2010 Census.<br />

Population estimates include higher<br />

education enrollment.<br />

Leon County had the second highest<br />

growth rate of neighboring counties<br />

since the 2010 Census behind only<br />

Gadsden County: Gadsden (2.4%),<br />

Leon (0.8%), Wakulla (0.0%), and<br />

Jefferson (-1.9%).<br />

Three institutions of higher learning<br />

are located in Tallahassee: Florida<br />

State University (FSU), Florida<br />

Agricultural & Mechanical University<br />

(FAMU), and Tallahassee Community<br />

College (TCC). Total enrollment for<br />

Fall 2012 decreased 3% from 2011 to<br />

68,201, down from the 2% increase in<br />

the previous year.<br />

In the last decade, TCC has had the<br />

highest overall average enrollment<br />

increase (2.21%), followed by FSU<br />

(1.35%) and FAMU (-0.34%).<br />

Page 96 of 631 Posted at 6:15 p.m. on June 10, 2013


Unemployment Statistics<br />

14.0%<br />

12.0%<br />

10.0%<br />

8.0%<br />

6.0%<br />

4.0%<br />

2.0%<br />

0.0%<br />

Taxable Sales<br />

$5.0<br />

$4.5<br />

$4.0<br />

$3.5<br />

$3.0<br />

$2.5<br />

$2.0<br />

$1.5<br />

$1.0<br />

$0.5<br />

$0.0<br />

Billions<br />

3.20<br />

Community Economic Profile<br />

'04 '05 '06 '07 '08 '09 '10 '11 '12 Apr '13<br />

3.49<br />

3.64<br />

4.06<br />

4.14<br />

4.00<br />

Florida<br />

United States<br />

3.45<br />

Leon County<br />

*Source: Florida Agency for Workforce Innovation, Labor Market Statistics; US Department of<br />

Labor, Bureau of Labor Statistics<br />

3.32 3.37 3.43<br />

'03 '04 '05 '06 '07 '08 '09 '10 '11 '12<br />

Source: Florida Legislature’s Office of Economic and Demographic Research for<br />

Tallahassee Metropolitan Statistical Area<br />

Attachment #1<br />

Page 42 of 62<br />

Unemployment rates are a traditional<br />

indicator of economic health. Leon<br />

County's unemployment rate has<br />

remained below the state and national<br />

averages for the past ten years. The<br />

unemployment rate decreased from<br />

2004 through 2006. In 2008, a<br />

troubled economy caused<br />

unemployment to rise nationwide. In<br />

2009, the state of Florida experienced<br />

a 70% increase in unemployment<br />

compared to Leon County’s 60%<br />

increase.<br />

In 2011, Florida’s unemployment rate<br />

decreased for the first time since 2006<br />

from 11.9% in 2010 to 10.5% in 2011,<br />

which is approximately 2% higher<br />

than the current national average of<br />

8.4%. Leon County’s unemployment<br />

rate continues to trend lower than the<br />

state or national rates as the April<br />

2013 rate of 5.5% is a decrease from<br />

the 6.7% unemployment rate in April<br />

of 2012.<br />

*FY12 Unemployment data released<br />

3/18/2013.<br />

Taxable sales data is popularly used<br />

as one indicator of regional economic<br />

activity. The data is derived from<br />

sales tax returns filed monthly by<br />

retail establishments with the Florida<br />

Department of Revenue. Retail sales<br />

experienced a steady increase<br />

beginning in 2003 and peaking in<br />

2007 before the beginning of the<br />

current economic downturn. In 2009,<br />

taxable sales decreased 14%. In<br />

2010, taxable sales decreased 4%. In<br />

2011, however taxable sales<br />

increased by $51 million or<br />

approximately 2% and continued with<br />

a $60 million increase in 2012.<br />

Page 97 of 631 Posted at 6:15 p.m. on June 10, 2013


Total County Labor Force<br />

Thousands<br />

160<br />

150<br />

140<br />

130<br />

120<br />

110<br />

100<br />

133<br />

Industry<br />

137<br />

139<br />

Employees<br />

2002<br />

144<br />

% Labor<br />

Force<br />

Community Economic Profile<br />

Employees<br />

2012<br />

% Labor<br />

Force<br />

%<br />

Change<br />

Government<br />

Education and<br />

62,000 38.5% 60,600 37.1% -2.3%<br />

Health Services<br />

Professional<br />

and Business<br />

16,900 10.5% 19,900 12.2% 17.8%<br />

Services 17,200 10.7% 17,900 10.9% 4.1%<br />

Retail Trade<br />

Leisure and<br />

18,100 11.2% 17,400 10.6% -3.9%<br />

Hospitality 13,600 8.4% 16,700 10.2% 22.8%<br />

Other Services<br />

Financial<br />

5,800 3.6% 6,800 4.2% 17.2%<br />

Activities 7,500 4.7% 7,100 4.3% -5.3%<br />

Construction 7,200 4.5% 5,800 3.5% -19.4%<br />

Manufacturing 4,200 2.6% 3,200 2.0% -23.8%<br />

Information 3,600 2.2% 3,300 2.0% -8.3%<br />

Wholesale<br />

Transportation,<br />

Warehousing,<br />

3,200 2.0% 3,200 2.0% 0.0%<br />

and Utilities 1,900 1.2% 1,600 1.0% -15.8%<br />

Total 161,200 100.0% 163,500 100.0% 1.4%<br />

Source: Florida Department of Economic Opportunity; Includes data from the Tallahassee Metropolitan<br />

Statistical Area (MSA), which is comprised of Gadsden, Jefferson, Leon, and Wakulla<br />

147<br />

149 150 150<br />

'04 '05 '06 '07 '08 '09 '10 '11 '12<br />

Source: Florida Agency for Workforce Innovation, Labor Market Statistics; US Department of<br />

Labor, Bureau of Labor Statistics<br />

Employment by Industry – 2002 vs. 2012<br />

147<br />

Attachment #1<br />

Page 43 of 62<br />

The local labor force consists of the<br />

total number of people employed and<br />

individuals seeking employment,<br />

including those classified as<br />

unemployed.<br />

From 2004 to 2010, Leon County’s<br />

labor force has increased an average<br />

of 1.6% annually. This growing trend<br />

slowed in 2010 as the County’s labor<br />

force from 2010 to 2011 remained flat.<br />

In 2012 the labor force had its first<br />

decline since 2002 decreasing -2.0%<br />

Over the past ten years, Leon<br />

County's major industries have<br />

included Government, Education and<br />

Health Services, and Retail Trade.<br />

This is attributed to the support<br />

needed for the large government and<br />

higher education infrastructure in the<br />

Tallahassee Metropolitan Statistical<br />

Area (MSA).<br />

The percentage of the labor force for<br />

Government has decreased since<br />

2002, while Education and Health<br />

Services, Professional and Business<br />

Services, Retail Trade and Leisure<br />

and Hospitality have all increased,<br />

which reflects a more diverse<br />

economy.<br />

The most dramatic increase over the<br />

past decade has included Leisure and<br />

Hospitality, Education and Health<br />

Services, Other Services and<br />

Professional and Business Services.<br />

Manufacturing has seen the largest<br />

decrease, followed by Construction,<br />

Transportation Warehousing, and<br />

Utilities.<br />

As a whole, these industries have<br />

seen a 1.4% increase in employment<br />

over the past ten years, with 163,500<br />

employees in 2012.<br />

Page 98 of 631 Posted at 6:15 p.m. on June 10, 2013


Taxable Value<br />

$20.0<br />

$15.0<br />

$10.0<br />

$5.0<br />

$0.0<br />

20.0%<br />

15.0%<br />

10.0%<br />

5.0%<br />

0.0%<br />

-5.0%<br />

-10.0%<br />

12.6<br />

14.7<br />

16.4<br />

15.8<br />

Community Economic Profile<br />

14.7 14.5<br />

14.0<br />

'04 '05 '06 '07 '08 '09 '10 '11<br />

Certification of Final Taxable Value, Forms DR-422<br />

*Forms DR-420 are estimated values<br />

Annual Percentage Change in Taxable Value<br />

9.33%<br />

15.84%<br />

16.80%<br />

11.21%<br />

-3.63%<br />

-7.01%<br />

-1.55%<br />

-3.14%<br />

13.4<br />

-4.39%<br />

'03 '04 '05 '06 '07 '08 '09 '10 '11<br />

Source: Certification of Final Taxable Value, Forms DR-422<br />

*Forms DR-420 are estimated values<br />

Attachment #1<br />

Page 44 of 62<br />

Taxable values increased steadily<br />

from 2004 to 2006; however, due to<br />

property tax reform in 2007, the value<br />

of taxable property fell to $15.8 billion.<br />

In the past 5 years, valuations have<br />

decreased by $2.6 billion or 16% and<br />

are largely due to the continuing<br />

recession and a repressed housing<br />

market.<br />

Valuations from the prior year ending<br />

December 31 are used to develop the<br />

next year budget (e.g., 2012<br />

valuations are used to develop the FY<br />

2013/2014 budget).<br />

Property tax reform in 2007 and 2008<br />

contributed to the first declines in<br />

taxable value percentage in more<br />

than five years. The continued<br />

decline is due to the recession<br />

economy and the repressed housing<br />

market. In 2006 values increased by<br />

11.2% followed by a six-year<br />

fluctuating decline (3.6%, 7%, 1.6%,<br />

3.1%, and 4.4% respectively).<br />

Page 99 of 631 Posted at 6:15 p.m. on June 10, 2013


Name<br />

Smith Interest<br />

General Partnership<br />

Community Economic Profile<br />

Principal Taxpayers<br />

2011 2012<br />

Total Taxable<br />

Value<br />

$126,492,644 $2,521,295<br />

Total Taxes Name<br />

Smith Interest<br />

General Partnership<br />

Total Taxable<br />

Value<br />

Total Taxes<br />

$123,896,491 $2,498,478<br />

Century Link $111,861,495 $2,186,944 Century Link $119,969,285 $2,391,564<br />

Tallahassee Medical<br />

Center, Inc.(1)<br />

$68,777,575 $1,366,817<br />

Wal-Mart Stores, Inc $55,513,019 $1,270,861<br />

DRA CRT Tallahassee<br />

Center, LLC(2)<br />

Talquin Electric Coop,<br />

Inc.<br />

$60,742,063 $1,207,127<br />

$63,750,366 $1,033,942<br />

Florida Gas<br />

Transmission<br />

Company<br />

Tallahassee Medical<br />

Center, Inc.(1)<br />

DRA CRT<br />

Tallahassee Center,<br />

LLC(2)<br />

Talquin Electric Coop,<br />

Inc.<br />

$83,848,719 $1,397,345<br />

$65,332,567 $1,323,729<br />

$59,943,628 $1,214,534<br />

$64,676,443 $1,074,171<br />

St. Joe Company $49,995,332 $992,447 Wal-Mart Stores, Inc $52,455,074 $1,019,974<br />

Comcast Cablevision $49,615,414 $909,329 St. Joe Company $45,737,053 $922,141<br />

Capital City Bank $38,859,823 $756,665 Capital City Bank $37,513,217 $737,912<br />

Northwood Associates,<br />

LLC<br />

$30,698,518 $610,418 Comcast Cablevision $39,171,835 $735,050<br />

Total $656,306,249 $12,855,845 Total $692,544,312 $13,314,898<br />

Notes:<br />

Taxes paid reflect all taxing authorities (i.e. County, School Board, City, Northwest Water Management District, and the Downtown Improvement<br />

Authority).<br />

The taxable value of Leon County’s Top Ten Taxpayers increased by $36 million from 2011 to 2012; this 6% increase in value led to a<br />

corresponding increase in total taxes paid based on total taxable value.<br />

(1) Tallahassee Medical Center, Inc. is also known as Capital Regional Medical Center<br />

(2) DRA CRT Tallahassee Center, Inc is also known as the Koger Center Properties<br />

Attachment #1<br />

Page 45 of 62<br />

Page 100 of 631 Posted at 6:15 p.m. on June 10, 2013


Residential Building Permits<br />

# of Permits<br />

4,000<br />

3,000<br />

2,000<br />

1,000<br />

0<br />

Millions<br />

$175<br />

$150<br />

$125<br />

$100<br />

$75<br />

$50<br />

$25<br />

$0<br />

Community Economic Profile<br />

Mobile Homes Multi-Family Single-Family<br />

'03 '04 '05 '06 '07 '08 '09 '10 '11 '12<br />

Source: Leon County Growth & Environmental Management, City of Tallahassee Building<br />

Inspection Division, and Tallahassee-Leon County Planning Department<br />

Value of Commercial Permits<br />

84.1<br />

108.9<br />

69.5 65.1<br />

126.4<br />

108.5<br />

47.6<br />

38.9 34.7<br />

'03 '04 '05 '06 '07 '08 '09 '10 '11 '12<br />

Source: Leon County Growth & Environmental Management, City of Tallahassee Building<br />

Inspection Division, and Tallahassee-Leon County Planning Department<br />

92.0<br />

Attachment #1<br />

Page 46 of 62<br />

Total countywide residential building<br />

permits grew relatively steady and<br />

peaked in 2005. However, signaling<br />

the beginning of a housing crisis,<br />

2006 experienced a dramatic<br />

decrease in overall permits. By 2010,<br />

total Residential Building Permits<br />

decreased by 85% from peak 2005<br />

levels. An increase in 2012 permits of<br />

19% over 2011 numbers were aided<br />

by multi-family permits which grew<br />

from 27 in 2010 to 847 in 2012.<br />

Over the past 10 years countywide<br />

commercial permit valuation has been<br />

volatile. Spikes in 2004 and 2007<br />

were both followed by reductions in<br />

following years, with a significant<br />

decrease in 2009. The values of<br />

commercial permits fell by 56% in<br />

2009; and have dropped 72% in 2011<br />

from peak values in 2007. This<br />

decline was followed by the largest<br />

rebound since 2007 as values<br />

increased 165% in 2012.<br />

Page 101 of 631 Posted at 6:15 p.m. on June 10, 2013


Violent Crime Rate<br />

Per 100,000 Residents<br />

1,600<br />

1,200<br />

21<br />

18<br />

15<br />

12<br />

800<br />

400<br />

9<br />

6<br />

3<br />

0<br />

0<br />

Thousands<br />

Community Economic Profile<br />

'02 '03 '04 '05 '06 '07 '08 '09 '10 '11<br />

Source: Florida Statistical Analysis Center, FDLE<br />

Crimes Against Property in Leon County<br />

Vehicle Theft Burglary Larceny<br />

'02 '03 '04 '05 '06 '07 '08 '09 '10 '11<br />

Source: Florida Statistical Analysis Center, FDLE<br />

Florida<br />

Leon County<br />

Attachment #1<br />

Page 47 of 62<br />

Violent Crime consists of murder, sex<br />

offenses, robbery and aggravated<br />

assault.<br />

Over the past ten years, Violent Crime<br />

in Leon County has decreased an<br />

average of 4%. In 2011, Leon County<br />

saw a 3.6% decrease in violent<br />

crimes committed per 100,000<br />

people.<br />

Generally, property crime in Leon<br />

County has fluctuated since 2002.<br />

Over a ten-year period, there has<br />

been an average of 2.5% decrease<br />

for Leon County. The greatest<br />

decline occurred from 2003 to 2004 at<br />

15.58%.<br />

Burglary (15.5%), motor vehicle theft<br />

(5.2%), and larceny (4.5%) were all<br />

contributing factors for the 2011 rise<br />

in property crimes (7.5%) in Leon<br />

County compared to the rest of the<br />

State of Florida that saw a 0.3%<br />

decline in property crimes.<br />

Page 102 of 631 Posted at 6:15 p.m. on June 10, 2013


Homestead Parcels<br />

Hundreds<br />

60<br />

56<br />

52<br />

48<br />

44<br />

40<br />

51.3<br />

52.0<br />

53.0<br />

53.8<br />

54.6<br />

Community Economic Profile<br />

55.7<br />

56.2<br />

56.8 56.8<br />

56.4<br />

'02 '03 '04 '05 '06 '07 '08 '09 '10 '11 '12<br />

Source: Property Appraiser, Official Tax Roll Certification<br />

55.9<br />

Attachment #1<br />

Page 48 of 62<br />

Growth in homestead parcels<br />

has remained steady at an<br />

average of .90% growth per<br />

year since 2002. However,<br />

from 2010 to 2012 there has<br />

been a slight decrease with 894<br />

fewer homesteaded parcels, or<br />

a 1.57% decline.<br />

Page 103 of 631 Posted at 6:15 p.m. on June 10, 2013


Intergovernmental Revenues<br />

Percent of Operating Revenues<br />

20.00%<br />

15.00%<br />

10.00%<br />

5.00%<br />

0.00%<br />

18.00%<br />

14.00%<br />

10.00%<br />

6.00%<br />

2.00%<br />

-2.00%<br />

-6.00%<br />

-10.00%<br />

11.44%<br />

12.43% 12.52%<br />

Financial Indicators<br />

9.29%<br />

9.91% 10.25%<br />

FY08 FY09 FY10 FY11 FY12 FY13 Proj<br />

Property Tax Revenues<br />

Rate of Change<br />

0.16%<br />

5.08%<br />

-6.74%<br />

-1.54%<br />

-2.93%<br />

1.18%<br />

FY08 FY09 FY10 FY11 FY12 FY13 proj.<br />

Analysis: The monitoring of<br />

intergovernmental revenues (revenues<br />

received from another governmental<br />

entity) is important since over<br />

dependence on such revenues can be<br />

harmful; especially, if the external<br />

source withdraws the funds entirely<br />

and/or reduces its share of costs. Leon<br />

County exhibits a reduced dependency<br />

on intergovernmental revenues in<br />

comparison to total operating revenues.<br />

Grants are not generally included in<br />

intergovernmental revenue projections;<br />

however, grants are included in this<br />

projections and account for a significant<br />

portion of actual intergovernmental<br />

revenues. Intergovernmental revenues<br />

are trending up due to increased grant<br />

funding.<br />

Formula: Intergovernmental Revenues<br />

divided by Total Operating Revenues.<br />

Source: FY 2012 TRIM AD<br />

Attachment #1<br />

Page 49 of 62<br />

Analysis: In the past ten years, Leon<br />

County has become more reliant on<br />

property tax revenue, primarily due to<br />

the reduction of intergovernmental<br />

revenue.<br />

The Board adopted the rolled back<br />

8.1344 rate for FY13. The projected<br />

rate of change in FY13 is an increase of<br />

1.18% due to a moderate incline in<br />

property values from the previous year.<br />

By adopting the rolled back rate the<br />

board maintains the total tax collection<br />

level at 0.5 percent less than FY2012.<br />

Formula: Current Year minus Prior<br />

Year divided by Prior Year.<br />

Source: 2012 Certification of Final Taxable Value<br />

and Statistical Digest.<br />

Page 104 of 631 Posted at 6:15 p.m. on June 10, 2013


Revenue Projections<br />

Budgeted v. Actual Revenues<br />

10.00%<br />

9.00%<br />

8.00%<br />

7.00%<br />

6.00%<br />

5.00%<br />

4.00%<br />

3.00%<br />

2.00%<br />

1.00%<br />

0.00%<br />

40.00%<br />

30.00%<br />

20.00%<br />

10.00%<br />

0.00%<br />

4.27%<br />

2.95% 2.75%<br />

Financial Indicators<br />

2.30%<br />

3.84%<br />

FY08 FY09 FY10 FY11 FY12<br />

Capital Outlay<br />

Percentage of Total Expenditures<br />

15.5%<br />

16.2%<br />

14.2%<br />

7.7%<br />

12.2%<br />

8.7%<br />

FY08 FY09 FY10 FY11 FY12 FY13 Proj<br />

Attachment #1<br />

Page 50 of 62<br />

Analysis: This indicator examines the<br />

differences between actual revenues<br />

received versus budgeted revenues<br />

during the past fiscal year. Typically,<br />

actual revenues versus budgeted<br />

revenues fall in the range of + or - five<br />

percent.<br />

Formula: Actual General Fund,<br />

Special Funds and Enterprise Fund<br />

Revenue minus Budgeted General<br />

Fund, Special Funds and Enterprise<br />

Fund Revenue divided by Budgeted<br />

Revenues.<br />

Source: FY 2012 Revenue Summary Report.<br />

Analysis: The purpose of capital<br />

outlay in the operating budget is to<br />

replace equipment or to add new<br />

equipment and infrastructure. The<br />

ratio of capital outlay to net operating<br />

expenditures is a rough indicator of<br />

whether the stock of equipment and<br />

infrastructure is being replaced or<br />

added. The FY13 projection is based<br />

upon what has been budgeted for the<br />

current fiscal year and does not<br />

include carry forward projects from<br />

the previous fiscal year.<br />

Formula: Capital Outlay Divided by<br />

Total Operating Expenditures.<br />

Source: FY 2012 Expenditure Summary Report<br />

and Budget Summary.<br />

Page 105 of 631 Posted at 6:15 p.m. on June 10, 2013


Revenues Per Capita<br />

$900<br />

$825<br />

$750<br />

$675<br />

$600<br />

$525<br />

$450<br />

$375<br />

$300<br />

$850<br />

$750<br />

$650<br />

$550<br />

$450<br />

$350<br />

$825<br />

$785<br />

$760<br />

Financial Indicators<br />

$722<br />

$689 $673<br />

FY08 FY09 FY10 FY11 FY 12 FY 13 Proj<br />

Expenditures Per Capita<br />

$660<br />

$632<br />

$641<br />

$638<br />

$668<br />

$661<br />

FY08 FY09 FY10 FY11 FY12 FY13 Proj<br />

Attachment #1<br />

Page 51 of 62<br />

Analysis: Examining per capita<br />

revenues indicates changes in<br />

revenues relative to changes in<br />

population size. As population<br />

increases, it is expected that<br />

revenues and the needs for services<br />

will increase. If per capita revenues<br />

are decreasing, it will be impossible to<br />

continue to maintain the existing level<br />

of services unless new sources of<br />

revenues and ways of reducing<br />

expenses are found. The FY08<br />

increase resulted from returned<br />

revenue from the Tax Collector and<br />

Sheriff in addition to higher<br />

ambulance fee revenue. Revenue<br />

per capita declines over the past four<br />

years reflect current economic<br />

conditions. Projections for FY13 also<br />

take into account the macroeconomic<br />

environment.<br />

Formula: General Fund, Special<br />

Revenue Funds, and Enterprise Fund<br />

Revenues Divided by Population.<br />

Source: FY 2011 Revenue Summary Report<br />

and the FY 2012 Budget Summary.<br />

Analysis: Changes in per capita<br />

expenditures reflect changes in<br />

expenditures relative to changes in<br />

population. This indicator has<br />

increased slightly over the past four<br />

years.<br />

The decrease in FY09 expenditures<br />

per capita reflects reductions in<br />

personnel costs due to a hiring freeze<br />

and the elimination of some positions.<br />

The FY13 projection reflects<br />

decreased payments to Medicaid;<br />

healthcare and retirement costs.<br />

The additional one cent tax for the<br />

Performing Arts Center is included in<br />

this calculation of operating<br />

expenditures per capita.<br />

Formula: Actual General Fund,<br />

Special Funds and Enterprise Fund<br />

divided by population.<br />

Source: FY 2012 Expenditure Summary Report,<br />

the 2010 Statistical Digest, and the FY 2010<br />

Budget Summary.<br />

Page 106 of 631 Posted at 6:15 p.m. on June 10, 2013


General/Fine and Forfeiture Fund Balance<br />

Millions<br />

$45.00<br />

$40.00<br />

$35.00<br />

$30.00<br />

$25.00<br />

$20.00<br />

$15.00<br />

$10.00<br />

7.00<br />

6.75<br />

6.50<br />

6.25<br />

6.00<br />

$24.50<br />

$25.70<br />

$30.70<br />

$31.73<br />

Financial Indicators<br />

$35.03<br />

$29.94<br />

FY08 FY09 FY10 FY11 FY12 FY13 Proj.<br />

Employees Per Capita<br />

Employees Per 1,000 Leon County Residents<br />

Thousands<br />

6.58 6.57<br />

6.49<br />

6.43<br />

6.40<br />

6.16<br />

FY08 FY09 FY10 FY11 FY12 FY13 Proj<br />

Attachment #1<br />

Page 52 of 62<br />

Analysis: Positive fund balances can<br />

be thought of as reserves, although<br />

the “fund balance” entries on the<br />

annual report will not always be<br />

synonymous with the funds “available<br />

for appropriation.” The County’s<br />

reserve policy requires fund balances<br />

to be between a minimum of 15% and<br />

a maximum of 30% of operating<br />

expenditures. The FY09 fund balance<br />

includes an appropriation of $3.9<br />

million in local economic stimulus<br />

funding. However, this is offset by the<br />

return of excess fees from the<br />

Constitutional Officers and higher<br />

than anticipated interest earnings.<br />

The FY13 decline results from $5<br />

million in appropriations to address<br />

continuously declining revenues.<br />

Formula: Prior year fund balance plus<br />

actual revenues minus actual<br />

expenditures.<br />

Source: FY12 Summary of Fund Balance and<br />

Retained Earnings and Year Ending Report.<br />

Analysis: Personnel costs are a<br />

major portion of an operating budget;<br />

for that reason plotting changes in the<br />

number of employees per capita<br />

effectively measures changes in<br />

expenditures. Overall, the County is<br />

controlling the cost associated with<br />

this financial indicator. Note that the<br />

number of employees includes<br />

Constitutional Officers. In<br />

comparison to other like-sized<br />

counties, Leon County, along with St.<br />

Lucie, ranks the lowest in number of<br />

employees per capita.<br />

(The Sheriff experienced a net loss of<br />

39 positions. EMS had 4 positions<br />

realigned to the Public Safety<br />

Complex. In addition to the Counties<br />

net loss of 6.5 positions).<br />

Formula: Number of Full-Time<br />

Employees Divided by Population<br />

multiplied by 1,000.<br />

Source: FY 12-13 Annual Budget Document and<br />

Tallahassee/Leon County Planning Department.<br />

Page 107 of 631 Posted at 6:15 p.m. on June 10, 2013


Debt Service<br />

Percentage of Total Operating Expenditures<br />

10.00%<br />

8.00%<br />

6.00%<br />

4.00%<br />

2.00%<br />

0.00%<br />

5.18%<br />

5.37% 5.33% 5.32%<br />

Financial Indicators<br />

5.01%<br />

5.08%<br />

FY08 FY09 FY10 FY11 FY12 FY13 Proj<br />

Liquidity<br />

Ratio of Current Assets to Current Liabilities<br />

$10.00<br />

$8.00<br />

$6.00<br />

$4.00<br />

$2.00<br />

$0.00<br />

6.65<br />

7.61<br />

6.99<br />

5.80<br />

5.21<br />

4.23<br />

FY07 FY08 FY09 FY10 FY11 FY12<br />

Attachment #1<br />

Page 53 of 62<br />

Analysis: Debt service is defined as<br />

the amount of principal and interest<br />

that a local government pays each<br />

year on net direct bonded long-term<br />

debt, plus the interest on direct shortterm<br />

debt. Increasing debt service<br />

reduces expenditure flexibility by<br />

adding to the County's financial<br />

obligations. Leon County’s debt<br />

service has trended downward over<br />

the past five years. However, in FY12<br />

Leon County renegotiated its debt<br />

service resulting in a slight increase.<br />

Leon County maintains level debt<br />

service.<br />

Formula: Debt Service divided by<br />

Total Operating Expenditures.<br />

Source: FY 2011 Expenditure Summary and the<br />

FY 2012 Budget Summary.<br />

Analysis: The current ratio is a<br />

liquidity indicator that measures a<br />

government’s short-run financial<br />

condition by examining the ratio of<br />

cash and short term assets against<br />

current liabilities. This ratio shows<br />

whether a government can pay its<br />

short-term debt obligations.<br />

The International City / County<br />

Management Association (ICMA)<br />

states ratio that fall below 1:1 for more<br />

than consecutive three years is a<br />

decidedly negative indicator. The<br />

ICMA further recommends keeping<br />

this ratio above 1:1. Leon County<br />

maintains a liquidity ratio above this<br />

level even during the current<br />

economic climate, a sign of short-term<br />

financial strength.<br />

Formula: Cash and short-term<br />

investments divided by Current<br />

Liabilities<br />

Source: FY 2012 Comprehensive Annual<br />

Financial Report<br />

Page 108 of 631 Posted at 6:15 p.m. on June 10, 2013


Total Net Budget (FY13)<br />

Millions<br />

$500<br />

$250<br />

$0<br />

$199<br />

$242<br />

Comparative Data for Like-Sized Counties*<br />

$251<br />

$275<br />

Net Budget Per Countywide Resident (FY13)<br />

$2,500<br />

$2,000<br />

$1,500<br />

$1,000<br />

$500<br />

$0<br />

$718<br />

$839<br />

$919<br />

$980<br />

$295<br />

$1,051<br />

$308<br />

$1,570<br />

$529<br />

$1,885<br />

* Comparative Counties updated based on 2012 population estimates.<br />

Source: University of Florida, Bureau of Economic and Business Research, 11/1/2012.<br />

Attachment #1<br />

Page 54 of 62<br />

Leon County ranks lowest in<br />

operating budget among like-sized<br />

counties, with a net budget of $200<br />

million. Alachua County’s net budget<br />

is 21% higher than Leon County’s.<br />

As recommended by the International<br />

City County Management Association<br />

(ICMA), total net budget excludes<br />

capital and county total budgeted<br />

reserves.<br />

Leon County is the lowest for dollars<br />

spent per county resident. Osceola<br />

County spends more than two and a<br />

half times the amount per resident<br />

than Leon County. The next closest<br />

County’s net budget per capita is<br />

16% higher than Leon County’s (Lake<br />

County).<br />

Page 109 of 631 Posted at 6:15 p.m. on June 10, 2013


Countywide Population (2012)<br />

Thousands<br />

400<br />

300<br />

200<br />

100<br />

0<br />

196<br />

247<br />

Comparative Data for Like-Sized Counties*<br />

278 280 281<br />

Anticipated Ad Valorem Tax Collections (FY13)<br />

Millions<br />

$250<br />

$200<br />

$150<br />

$100<br />

$50<br />

$0<br />

$66<br />

$89 $92 $96<br />

$98<br />

300 300<br />

$105<br />

* Comparative Counties updated based on 2012 population estimates.<br />

Source: University of Florida, Bureau of Economic and Business Research, 11/1/2012<br />

$106<br />

Attachment #1<br />

Page 55 of 62<br />

The Florida Bureau of Economic and<br />

Business Research estimated the<br />

Leon County 2012 population at<br />

277,670 residents. The selection of<br />

comparative counties is largely<br />

based on population served.<br />

Among the like-sized counties, Leon<br />

County collects $106 million in ad<br />

valorem taxes. Leon County collects<br />

$13 million more than the median<br />

collection ($93 million). Due to the<br />

2008 passage of property tax reform<br />

by referendum and enabling<br />

legislative actions, ad valorem tax<br />

collections rates were significantly<br />

impacted in all counties. In addition,<br />

decreased property valuations<br />

associated with the recession and a<br />

repressed housing market will further<br />

effect collections in the near term.<br />

Ad valorem taxes account for 50% of<br />

the County’s operating revenue.<br />

Page 110 of 631 Posted at 6:15 p.m. on June 10, 2013


Total Number of County Employees (FY13)<br />

3,500<br />

3,000<br />

2,500<br />

2,000<br />

1,500<br />

1,000<br />

500<br />

0<br />

1,582<br />

1,718<br />

Comparative Data for Like-Sized Counties*<br />

1,772<br />

1,882 1,902<br />

County Employees per 1,000 Residents (FY13)<br />

14.0<br />

12.0<br />

10.0<br />

8.0<br />

6.0<br />

4.0<br />

2.0<br />

0.0<br />

6 6 6<br />

2,244<br />

8 8 8<br />

2,445<br />

* Comparative Counties updated based on 2012 population estimates.<br />

Source: University of Florida, Bureau of Economic and Business Research, 11/1/2012<br />

10<br />

Attachment #1<br />

Page 56 of 62<br />

County employees consist of<br />

Board, Constitutional, and Judicial<br />

Offices. Leon County has the<br />

second lowest number of county<br />

employees among comparables.<br />

All comparable counties surveyed<br />

reported either the same or fewer<br />

employees than in FY12 except for<br />

Alachua, Osceola, and Escambia<br />

Counties. This is largely attributed<br />

to property tax reform followed by<br />

the recession which has impacted<br />

county revenues and services.<br />

Leon County has a ratio of 6<br />

employees for every thousand<br />

County residents, tied with St. Lucie<br />

and Lake County as the lowest in<br />

per capita employees.<br />

Page 111 of 631 Posted at 6:15 p.m. on June 10, 2013


Total Net Budget (FY13)<br />

Millions<br />

$300<br />

$250<br />

$200<br />

$150<br />

$100<br />

$50<br />

$0<br />

$18<br />

Comparative Data for Surrounding Counties<br />

$29<br />

$29<br />

$199<br />

Jefferson Wakulla Gadsden Leon<br />

Net Budget Per Countywide Resident (FY13)<br />

$2,100<br />

$1,800<br />

$1,500<br />

$1,200<br />

$900<br />

$600<br />

$300<br />

$0<br />

$602<br />

$718<br />

$932<br />

$1,228<br />

Gadsden Leon Wakulla Jefferson<br />

Attachment #1<br />

Page 57 of 62<br />

Leon County ranks highest in<br />

operating budget among surrounding<br />

counties, with a net budget of $199<br />

million. Jefferson County ranks<br />

lowest with a net budget of $18<br />

million.<br />

As recommended by the International<br />

City County Management Association<br />

(ICMA), total net budget excludes<br />

capital and county total budgeted<br />

reserves.<br />

Leon County is the second lowest for<br />

dollars spent per county resident.<br />

Gadsden County spends 17% less,<br />

while Jefferson County spends 71%<br />

more per county resident.<br />

Page 112 of 631 Posted at 6:15 p.m. on June 10, 2013


Countywide Population (2012)<br />

Thousands<br />

300<br />

250<br />

200<br />

150<br />

100<br />

50<br />

0<br />

14<br />

Comparative Data for Surrounding Counties<br />

31<br />

48<br />

278<br />

Jefferson Wakulla Gadsden Leon<br />

Anticipated Ad Valorem Tax Collections (FY13)<br />

Millions<br />

$135<br />

$120<br />

$105<br />

$90<br />

$75<br />

$60<br />

$45<br />

$30<br />

$15<br />

$0<br />

$4<br />

$9<br />

$11<br />

$106<br />

Jefferson Wakulla Gadsden Leon<br />

Attachment #1<br />

Page 58 of 62<br />

The Florida Bureau of Economic and<br />

Business Research estimated the<br />

2012 Leon County population at<br />

277,670. Leon County has<br />

approximately 230,000 more<br />

residents than neighboring Gadsden<br />

County which has the next highest<br />

population. Of the surrounding<br />

counties, Gadsden has the highest<br />

projected population growth rate since<br />

the 2010 census at 2% compared to<br />

Leon (1%), Wakulla (0%), and<br />

Jefferson (-2%).<br />

Among the surrounding counties,<br />

Leon County collects the highest<br />

amount of ad valorem taxes.<br />

Page 113 of 631 Posted at 6:15 p.m. on June 10, 2013


2,000<br />

1,600<br />

1,200<br />

800<br />

400<br />

18.0<br />

16.0<br />

14.0<br />

12.0<br />

10.0<br />

8.0<br />

6.0<br />

4.0<br />

2.0<br />

0.0<br />

0<br />

170<br />

Comparative Data for Surrounding Counties<br />

Total Number of County Employees (FY13)<br />

342<br />

345<br />

1,718<br />

Jefferson Gadsden Wakulla Leon<br />

Total County Employees per 1,000 Residents (FY13)<br />

6<br />

7<br />

Leon Gadsden Wakulla Jefferson<br />

11<br />

12<br />

Attachment #1<br />

Page 59 of 62<br />

County employees consist of Board,<br />

Constitutional, and Judicial Offices.<br />

Leon County has the highest number<br />

of county employees.<br />

Leon County has a ratio of 6<br />

employees for every thousand county<br />

residents. When compared to<br />

surrounding counties, Leon County<br />

ranks the lowest.<br />

Page 114 of 631 Posted at 6:15 p.m. on June 10, 2013


Net Budget per Countywide Resident<br />

County<br />

Net Budget<br />

Per Capita<br />

Comparative Data for All Florida Counties<br />

Staff Per<br />

1000<br />

%<br />

Exempt<br />

Santa Rosa $410 5 37%<br />

Gadsden $602 7 51%<br />

Holmes $605 8 64%<br />

Union $639 10 76%<br />

Leon $718 6 43%<br />

Columbia $721 7 46%<br />

Flagler $788 7 31%<br />

Baker $792 12 53%<br />

Washington $813 9 44%<br />

Seminole $818 7 25%<br />

Volusia $820 7 33%<br />

Lafayette $824 10 66%<br />

Clay $838 7 36%<br />

Lake $839 6 30%<br />

Jackson $839 8 53%<br />

Taylor $844 10 42%<br />

Citrus $870 8 32%<br />

Highlands $878 9 34%<br />

Bradford $892 8 53%<br />

Okaloosa $893 7 28%<br />

Marion $912 7 40%<br />

Escambia $919 8 45%<br />

Suwannee $925 10 46%<br />

Wakulla $932 11 55%<br />

Calhoun $949 8 61%<br />

Madison $957 11 55%<br />

Hernando $958 8 38%<br />

Polk $970 7 31%<br />

Pinellas $970 5 28%<br />

Sumter $972 6 31%<br />

Alachua $980 8 51%<br />

Bay $994 7 33%<br />

Liberty $995 14 77%<br />

Okeechobee $1,026 10 40%<br />

County<br />

Net Budget<br />

Per Capita<br />

Staff Per<br />

1000<br />

Attachment #1<br />

Page 60 of 62<br />

%<br />

Exempt<br />

Brevard $1,045 7 43%<br />

Putnam $1,047 9 50%<br />

Saint Lucie $1,051 6 36%<br />

Hendry $1,089 9 67%<br />

Nassau $1,093 8 28%<br />

Dixie $1,101 13 70%<br />

Pasco $1,123 8 35%<br />

Levy $1,180 10 50%<br />

Lee $1,192 7 23%<br />

Gilchrist $1,227 11 54%<br />

Jefferson $1,228 12 66%<br />

Hamilton $1,248 12 42%<br />

Hardee $1,276 12 52%<br />

Glades $1,280 19 83%<br />

Hillsborough $1,307 8 30%<br />

Desoto $1,337 10 55%<br />

Manatee $1,403 9 23%<br />

Gulf $1,407 11 40%<br />

Orange $1,436 8 27%<br />

Martin $1,441 10 27%<br />

Indian River $1,454 10 26%<br />

Palm Beach $1,470 8 23%<br />

Saint Johns $1,570 10 27%<br />

Broward $1,572 6 29%<br />

Duval $1,652 8 39%<br />

Walton $1,664 15 16%<br />

Dade-Miami $1,690 10 28%<br />

Sarasota $1,787 9 24%<br />

Collier $1,794 10 17%<br />

Osceola $1,885 8 37%<br />

Franklin $2,352 15 42%<br />

Charlotte $2,490 11 28%<br />

Monroe $3,369 17 29%<br />

Page 115 of 631 Posted at 6:15 p.m. on June 10, 2013


Percent of Exempt Property<br />

County<br />

%<br />

Exempt<br />

Comparative Data for All Florida Counties<br />

Net Budget<br />

Per Capita<br />

Staff Per<br />

1000<br />

Walton 16% $1,664 15<br />

Collier 17% $1,794 10<br />

Manatee 23% $1,403 9<br />

Lee 23% $1,192 7<br />

Palm Beach 23% $1,470 8<br />

Sarasota 24% $1,787 9<br />

Seminole 25% $818 7<br />

Indian River 26% $1,454 10<br />

Martin 27% $1,441 10<br />

Orange 27% $1,436 8<br />

Saint Johns 27% $1,570 10<br />

Dade-Miami 28% $1,690 10<br />

Nassau 28% $1,093 8<br />

Okaloosa 28% $893 7<br />

Pinellas 28% $970 5<br />

Charlotte 28% $2,490 11<br />

Broward 29% $1,572 6<br />

Monroe 29% $3,369 17<br />

Lake 30% $839 6<br />

Hillsborough 30% $1,307 8<br />

Sumter 31% $972 6<br />

Polk 31% $970 7<br />

Flagler 31% $788 7<br />

Citrus 32% $870 8<br />

Volusia 33% $820 7<br />

Bay 33% $994 7<br />

Highlands 34% $878 9<br />

Pasco 35% $1,123 8<br />

Saint Lucie 36% $1,051 6<br />

Clay 36% $838 7<br />

Santa Rosa 37% $410 5<br />

Osceola 37% $1,885 8<br />

Hernando 38% $958 8<br />

Duval 39% $1,652 8<br />

County<br />

%<br />

Exempt<br />

Net Budget<br />

Per Capita<br />

Attachment #1<br />

Page 61 of 62<br />

Staff Per<br />

1000<br />

Marion 40% $912 7<br />

Okeechobee 40% $1,026 10<br />

Gulf 40% $1,407 11<br />

Taylor 42% $844 10<br />

Franklin 42% $2,352 15<br />

Hamilton 42% $1,248 12<br />

Brevard 43% $1,045 7<br />

Leon 43% $718 6<br />

Washington 44% $813 9<br />

Escambia 45% $919 8<br />

Columbia 46% $721 7<br />

Suwannee 46% $925 10<br />

Levy 50% $1,180 10<br />

Putnam 50% $1,047 9<br />

Gadsden 51% $602 7<br />

Alachua 51% $980 8<br />

Hardee 52% $1,276 12<br />

Baker 53% $792 12<br />

Jackson 53% $839 8<br />

Bradford 53% $892 8<br />

Gilchrist 54% $1,227 11<br />

Wakulla 55% $932 11<br />

Madison 55% $957 11<br />

Desoto 55% $1,337 10<br />

Calhoun 61% $949 8<br />

Holmes 64% $605 8<br />

Jefferson 66% $1,228 12<br />

Lafayette 66% $824 10<br />

Hendry 67% $1,089 9<br />

Dixie 70% $1,101 13<br />

Union 76% $639 10<br />

Liberty 77% $995 14<br />

Glades 83% $1,280 19<br />

Page 116 of 631 Posted at 6:15 p.m. on June 10, 2013


Comparative Data for All Florida Counties<br />

Total County Employees per 1,000 Residents<br />

County<br />

Staff Per<br />

1000<br />

Net Budget<br />

Per Capita<br />

%<br />

Exempt<br />

Pinellas 5 $970 28%<br />

Santa Rosa 5 $410 37%<br />

Leon 6 $718 43%<br />

Saint Lucie 6 $1,051 36%<br />

Sumter 6 $972 31%<br />

Lake 6 $839 30%<br />

Broward 6 $1,572 29%<br />

Seminole 7 $818 25%<br />

Brevard 7 $1,045 43%<br />

Volusia 7 $820 33%<br />

Polk 7 $970 31%<br />

Okaloosa 7 $893 28%<br />

Clay 7 $838 36%<br />

Flagler 7 $788 31%<br />

Bay 7 $994 33%<br />

Gadsden 7 $602 51%<br />

Columbia 7 $721 46%<br />

Marion 7 $912 40%<br />

Lee 7 $1,192 23%<br />

Bradford 8 $892 53%<br />

Citrus 8 $870 32%<br />

Holmes 8 $605 64%<br />

Alachua 8 $980 51%<br />

Hillsborough 8 $1,307 30%<br />

Jackson 8 $839 53%<br />

Calhoun 8 $949 61%<br />

Osceola 8 $1,885 37%<br />

Hernando 8 $958 38%<br />

Duval 8 $1,652 39%<br />

Escambia 8 $919 45%<br />

Pasco 8 $1,123 35%<br />

Palm Beach 8 $1,470 23%<br />

Nassau 8 $1,093 28%<br />

Orange 8 $1,436 27%<br />

County<br />

Staff Per<br />

1000<br />

Net Budget<br />

Per Capita<br />

Attachment #1<br />

Page 62 of 62<br />

%<br />

Exempt<br />

Highlands 9 $878 34%<br />

Sarasota 9 $1,787 24%<br />

Hendry 9 $1,089 67%<br />

Washington 9 $813 44%<br />

Putnam 9 $1,047 50%<br />

Manatee 9 $1,403 23%<br />

Saint Johns 10 $1,570 27%<br />

Union 10 $639 76%<br />

Indian River 10 $1,454 26%<br />

Lafayette 10 $824 66%<br />

Suwannee 10 $925 46%<br />

Desoto 10 $1,337 55%<br />

Levy 10 $1,180 50%<br />

Collier 10 $1,794 17%<br />

Taylor 10 $844 42%<br />

Dade-Miami 10 $1,690 28%<br />

Okeechobee 10 $1,026 40%<br />

Martin 10 $1,441 27%<br />

Gilchrist 11 $1,227 54%<br />

Gulf 11 $1,407 40%<br />

Charlotte 11 $2,490 28%<br />

Wakulla 11 $932 55%<br />

Madison 11 $957 55%<br />

Baker 12 $792 53%<br />

Jefferson 12 $1,228 66%<br />

Hardee 12 $1,276 52%<br />

Hamilton 12 $1,248 42%<br />

Dixie 13 $1,101 70%<br />

Liberty 14 $995 77%<br />

Franklin 15 $2,352 42%<br />

Walton 15 $1,664 16%<br />

Monroe 17 $3,369 29%<br />

Glades 19 $1,280 83%<br />

Page 117 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #6<br />

Page 118 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #6<br />

June 18, 2013<br />

To: Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title:<br />

County Administrator<br />

Review and Approval:<br />

Department/Division<br />

Review:<br />

Lead Staff/Project<br />

Team:<br />

Request to Schedule a First and Only Public Hearing on a Proposed Ordinance<br />

to Amend Chapter 10 of the Leon County Code of Laws Relating to the Grade<br />

Change Limitations in Topographic Alterations for Tuesday, July 9, 2013<br />

at 6:00 p.m.<br />

Fiscal Impact:<br />

This item has no fiscal impact to the County.<br />

Vincent S. Long, County Administrator<br />

Tony Park, P.E., Director, Public Works and Community<br />

Development<br />

David McDevitt, Director, Development Support &<br />

Environmental Management<br />

John Kraynak, P.E., Director, Environmental Services Division<br />

Staff Recommendation:<br />

Option #1: Schedule a First and Only Public Hearing on a proposed Ordinance to amend<br />

Chapter 10 of the Leon County Code of Laws relating to the grade change<br />

limitations in topographic alterations for Tuesday, July 9, 2013 at 6:00 p.m.<br />

Page 119 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Request to Schedule a First and Only Public Hearing on a Proposed Ordinance to Amend<br />

Chapter 10 of the Leon County Code of Laws Relating to the Grade Change Limitations in<br />

Topographic Alterations for Tuesday, July 9, 2013 at 6:00 p.m.<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

On August 17, 2010, the Board of County Commissioners adopted an Ordinance to implement a<br />

Charter Amendment entitled "Minimum Countywide Environmental Regulations as Proposed by<br />

the Citizen Charter Review Committee." The Amendment was placed on the November 2, 2010<br />

general election ballot, and with voter approval of 61.47%, the proposal passed and became<br />

effective April 1, 2011. The Board approved a two-phased approach to implementation. Phase<br />

One was completed on March 15, 2011, with the Board's adoption of an Ordinance providing for<br />

countywide stormwater treatment and protection standards. Phase Two included coordinating<br />

with a Board-appointed Citizen's Committee and City staff to integrate all remaining County and<br />

City environmental regulations into one recommended Minimum Countywide Environmental<br />

Regulations Ordinance.<br />

The Minimum Countywide Environmental Standards Citizen’s Committee members included<br />

Roger Wynn, Carmen Green, Pamela Hall, Cliff Lamb, and Judy Hayden. The Committee<br />

addressed significant slope regulations during their December 2, 2011 meeting. At that time, it<br />

was acknowledged that, in order to allow for relaxation of the slope regulations in specific<br />

circumstances, a Comprehensive Plan Amendment would be required. Additionally, the<br />

Committee determined that this Comprehensive Plan amendment would need to reflect different<br />

slopes regulations for properties inside versus outside the Urban Service Area (USA). The<br />

consensus of the Committee was to accept the staff recommendation to support the required<br />

Comprehensive Plan amendment, including the caveat that the standards would be different for<br />

properties inside versus outside the USA. On May 18, 2012, the Board adopted the proposed<br />

Minimum Countywide Environmental Standards Ordinance and directed staff to initiate the<br />

Comprehensive Plan Amendment process to remove the slope regulation provisions inside the<br />

USA.<br />

On April 9, 2012, the Board voted to transmit the Comprehensive Plan Amendment regarding<br />

slopes regulations to remove the significant and severe slope requirements within the USA.<br />

On May 28, 2013, both the City Commission and the Board of County Commissioners voted to<br />

adopt the Comprehensive Plan Amendment, which provided the enabling language for the draft<br />

Ordinance relating to severe slope regulations (Attachment #1). A consistency review is<br />

scheduled for the July 2, 2013 Planning Commission meeting. Staff will inform the Board of the<br />

outcome of the meeting at the Public Hearing on July 9, 2013.<br />

The proposed Ordinance supports the following FY 2012 & FY 2013 Strategic Initiative that the<br />

Board approved at the January 29, 2013 meeting:<br />

“Develop solutions to promote sustainable growth inside the Lake Protection Zone.”<br />

This particular Strategic Initiative aligns with the Board’s Strategic Priority – Environment:<br />

“Protect our water supply, conserve environmentally sensitive lands, safeguard the<br />

health of our natural ecosystems, and protect our water quality, including the Floridan<br />

Aquifer, from local and upstream pollution.” (EN1) (rev.2013)<br />

Page 120 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Request to Schedule a First and Only Public Hearing on a Proposed Ordinance to Amend<br />

Chapter 10 of the Leon County Code of Laws Relating to the Grade Change Limitations in<br />

Topographic Alterations for Tuesday, July 9, 2013 at 6:00 p.m.<br />

June 18, 2013<br />

Page 3<br />

“Promote orderly growth which protects our environment, preserves our charm,<br />

maximizes public investment, and stimulates better and more sustainable economic<br />

returns. (EN2) (2012)<br />

Analysis:<br />

Generally, up to 50% of significant grades (10-20% slope) may be disturbed on a development<br />

site, but no disturbance is allowed for severe grades (over 20% slope). The proposed Ordinance<br />

establishes a system for the protection of significant and severe grades that are within 100 feet of<br />

wetlands, water bodies, watercourses, floodways, floodplain, and karst features. This effectively<br />

deregulates significant and severe grades inside the USA that are not within 100 feet of the<br />

designated environmental features, while continuing protection of those grades that would be<br />

most at risk for impacting water quality through erosion associated with construction activity.<br />

The 100-foot protection area around sensitive environmental features is consistent with the 100foot<br />

buffers utilized for the Lake Lafayette and Lake McBride Special Development Zones. The<br />

protection for significant and severe slopes outside the USA shall remain unchanged. It should<br />

be noted that the existing County code requirements for erosion control would not be affected.<br />

Section 10-4.327 of the Land Development Code (LDC) provides specific requirements for<br />

erosion control measures to address environmental degradation associated with sediment<br />

transport.<br />

City Growth Management staff is closely monitoring the proposed Ordinance and will seek<br />

direction regarding potential City code changes from the City Commission through the Long<br />

Range Target Issues Committee process. City staff worked closely with County staff to develop<br />

the language in the proposed Ordinance, and the proposed Ordinance the City will be adopting is<br />

similar. However, pursuant to the Minimum Countywide Environmental Regulations, any City<br />

code revisions shall at least be equivalent, but can be more restrictive than the minimum<br />

regulations established by the County.<br />

To aid in the understanding of the geographic scope of the requested change, illustrative maps<br />

were prepared for two areas in the community showing the steep grades that are within 100 feet<br />

of the designated environmental features and those that are not within 100 feet of the designated<br />

environmental features. The data on significant and severe grades utilized for these maps is not<br />

intended to be used on a parcel-specific basis. However, at the scale represented on the maps<br />

below, staff believes this is a good representation of the general areas that would be deregulated<br />

with respect to the disturbance of significant and severe grade slope (collectively, “Steep.”).<br />

Figure 1 depicts a portion of Lake Jackson and lands to the south in order to demonstrate the<br />

potential impact of the proposed code revisions. Included in the map are the Steep (significant<br />

and severe) grades that are within 100 feet of wetlands, water bodies, watercourses, floodplain<br />

and karst features, which would continue to receive protection already provided in the LDC. The<br />

map also reflects Steep grade areas outside 100 feet of the designated environmental features,<br />

which would be deregulated pursuant to the proposed Ordinance.<br />

Page 121 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Request to Schedule a First and Only Public Hearing on a Proposed Ordinance to Amend<br />

Chapter 10 of the Leon County Code of Laws Relating to the Grade Change Limitations in<br />

Topographic Alterations for Tuesday, July 9, 2013 at 6:00 p.m.<br />

June 18, 2013<br />

Page 4<br />

This figure visually demonstrates the areas that would continue to be considered as<br />

environmentally sensitive with respect to the disturbance of significant and severe slope grades,<br />

such as those surrounding Lake Jackson.<br />

Figure 1: Steep Grades near Lake Jackson<br />

[THIS SPACE INTENTIOANLLY LEFT BLANK]<br />

Page 122 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Request to Schedule a First and Only Public Hearing on a Proposed Ordinance to Amend<br />

Chapter 10 of the Leon County Code of Laws Relating to the Grade Change Limitations in<br />

Topographic Alterations for Tuesday, July 9, 2013 at 6:00 p.m.<br />

June 18, 2013<br />

Page 5<br />

The second area selected to illustrate the potential impact of the proposed code changes is the<br />

Mobility District, an area within the City that has been selected for higher density and intensity<br />

uses, and for fostering more transportation alternatives. This area was selected to depict the<br />

impact of the proposed changes on a more urbanized section of the community that has been<br />

targeted for more intensification.<br />

Figure 2: Steep Grades in the Mobility District<br />

Table 1 is provided to help communicate the geographic scope of the proposed code revision<br />

over the entire USA. These calculations are based on the same Geographic Information System<br />

data utilized in Figures 1 and 2 above. Again, the term “Steep” is utilized to discuss both<br />

significant and severe grades. These two types of grades are combined in Figures 1 and 2 in<br />

order to make the maps legible; however, the code does provide for separate regulations for<br />

significant and severe grades.<br />

Page 123 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Request to Schedule a First and Only Public Hearing on a Proposed Ordinance to Amend<br />

Chapter 10 of the Leon County Code of Laws Relating to the Grade Change Limitations in<br />

Topographic Alterations for Tuesday, July 9, 2013 at 6:00 p.m.<br />

June 18, 2013<br />

Page 6<br />

Generally, up to 50% of significant grades (10-20% slope) may be disturbed on a development<br />

site, but no disturbance is allowed for severe grades (over 20% slope). Table 1 provides the<br />

acreage for Steep grades (both significant grades and severe grades combined) and then provides<br />

the breakdown for significant and severe grades separately. This highlights the small portion of<br />

land proposed for deregulation in the more sensitive severe grades category (approximately<br />

663 acres, or 0.6% of the total land in the USA).<br />

Table 1: Land Area Analysis<br />

Analysis Area Impact of<br />

Amendment<br />

Acres % of the USA<br />

Land Area<br />

Total Land in Urban Service Area (USA)<br />

and Code<br />

-- 103,257 100.0%<br />

Steep Grades in USA (includes both Significant and Severe Grades) -- 11,918 11.5%<br />

Steep Grades Within 100 feet of ESA Regulated 6,665 6.5%<br />

Steep Grades NOT Within 100 feet of ESA Deregulated 5,252 5.0%<br />

Significant Grades in USA (10-20% Slope) -- 10,290 10%<br />

Significant Grades Within 100 feet of ESA Regulated 5,700 5.5%<br />

Significant Grades NOT Within 100 feet of ESA Deregulated 4,589 4.4%<br />

Severe Grades in USA (Over 20% Slope) -- 1,628 1.6%<br />

Severe Grades Within 100 feet of ESA Regulated 965 0.9%<br />

Severe Grades NOT Within 100 feet of ESA Deregulated 663 0.6%<br />

Generally, during past reviews of the steep grade policies, community members have expressed a<br />

concern that reducing steep grade protections would have a negative impact on the “rolling hills”<br />

characteristic of Tallahassee and Leon County. However, by their very “rolling” nature, the<br />

hilltops tend not to be steep, unlike the more mountainous regions that have ridge top protection<br />

ordinances.<br />

In Figure 3, it should be noted that the steep grades depicted in fuchsia do not generally occur on<br />

our hill tops (dark brown), but rather occur on the sides of the hills and in ravines. Allowing<br />

construction on steep grades, which are not within 100 feet of other environmental features, does<br />

not appear as though it would have an impact on the larger, “hilly” topography of Tallahassee.<br />

Rome, Istanbul, Moscow, San Francisco, and Seattle are all “seven-hill” cities with intensive<br />

urban development on steep grades that arguably has not diminished their character. The<br />

“Tallahassee Character” is certainly less urban and more focused on natural aesthetics than the<br />

larger cities mentioned; however, these examples are provided to demonstrate that construction<br />

on steep grades does not necessarily equate to the loss of the larger, community-side topographic<br />

character.<br />

Page 124 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Request to Schedule a First and Only Public Hearing on a Proposed Ordinance to Amend<br />

Chapter 10 of the Leon County Code of Laws Relating to the Grade Change Limitations in<br />

Topographic Alterations for Tuesday, July 9, 2013 at 6:00 p.m.<br />

June 18, 2013<br />

Page 7<br />

Figure 3: Steep Grades and the Tallahassee Topography<br />

The proposed Ordinance is in keeping with the Environment Strategic Priority to “Promote<br />

orderly growth which protects our environment, preserves our charm, maximizes public<br />

investment, and stimulates better and more sustainable economic returns.” The USA concept is<br />

the primary Comprehensive Plan tool for promoting orderly growth in our community.<br />

Providing flexibility regarding the regulation of steep grades inside the USA fosters development<br />

in the areas where public investments in urban infrastructure have already been made. The<br />

proposed Ordinance seeks a balance between environmental protection and economic returns by<br />

authorizing some level of steep grade regulation inside the USA utilizing the LDC that focuses<br />

protection on grades near wetlands, water bodies, watercourses, floodways, floodplain, and karst<br />

features.<br />

Page 125 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Request to Schedule a First and Only Public Hearing on a Proposed Ordinance to Amend<br />

Chapter 10 of the Leon County Code of Laws Relating to the Grade Change Limitations in<br />

Topographic Alterations for Tuesday, July 9, 2013 at 6:00 p.m.<br />

June 18, 2013<br />

Page 8<br />

In summary, the proposed Ordinance fulfills specific direction from the Board to remove steep<br />

grade regulations inside the USA, while providing continued protection for Steep grades near<br />

sensitive environmental features, and fulfills the consensus recommendation by the Minimum<br />

Countywide Environmental Standards Citizen’s Committee to provide different steep grade<br />

regulations for properties inside versus outside the USA. This increased flexibility is consistent<br />

with the Comprehensive Plan goals of fostering growth inside the designated USA.<br />

Options:<br />

1. Schedule a First and Only Public Hearing on a proposed Ordinance to amend Chapter 10 of<br />

the Leon County Code of Laws relating to the grade change limitations in topographic<br />

alterations for Tuesday, July 9, 2013 at 6:00 p.m.<br />

2. Schedule a First and Only Public Hearing on a proposed Ordinance to amend Chapter 10 of<br />

the Leon County Code of Laws relating to the grade change limitations in topographic<br />

alterations for an alternate date.<br />

3. Do not schedule a First and Only Public Hearing on a proposed Ordinance to amend<br />

Chapter 10 of the Leon County Code of Laws relating to the grade change limitations in<br />

topographic alterations.<br />

4. Board direction.<br />

Recommendation:<br />

Option #1.<br />

Attachment:<br />

1. Proposed Ordinance<br />

VSL/TP/DM/JK<br />

Page 126 of 631 Posted at 6:15 p.m. on June 10, 2013


1<br />

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Version 04-16-13<br />

ORDINANCE NO. 13- _______<br />

AN ORDINANCE <strong>OF</strong> THE <strong>BOARD</strong> <strong>OF</strong> <strong>COUNTY</strong> <strong>COMMISSIONERS</strong> <strong>OF</strong><br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong>, AMENDING CHAPTER 10 <strong>OF</strong> THE CODE<br />

<strong>OF</strong> LAWS <strong>OF</strong> <strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong>, RELATING TO THE LAND<br />

DEVELOPMENT CODE, BY AMENDING SECTION 10-4.327,<br />

TOPOGRAPHIC ALTERATIONS.<br />

PROVIDING FOR CONFLICTS; PROVIDING FOR SEVERABILITY; AND<br />

PROVIDING AN EFFECTIVE DATE.<br />

BE IT ORDAINED BY THE <strong>BOARD</strong> <strong>OF</strong> <strong>COUNTY</strong> <strong>COMMISSIONERS</strong> <strong>OF</strong> <strong>LEON</strong><br />

<strong>COUNTY</strong>, <strong>FLORIDA</strong>, that:<br />

SECTION 1: Section 10-4.327 of the Code of Laws of Leon County, Florida, is hereby<br />

amended as follows:<br />

Sec. 10-4.327. Topographic alterations.<br />

All projects involving alteration of the contour, topography, use or vegetation cover of<br />

land, shall comply with the following minimum standards:<br />

(1) Same.<br />

Attachment #1<br />

Page 1 of 9<br />

(2) Grade change limitations. It is the intent of this article to minimize alterations of<br />

the natural topography of land within the county.<br />

a. The type, intensity, and structural design of each proposed development<br />

project shall be consistent with and compatible with natural predevelopment<br />

topography and characteristics of the proposed site.<br />

b. Alterations of natural topography shall not exceed the absolute minimum<br />

necessary to develop a site safely. Design criteria shall will emphasize site<br />

designs that fit the topography to the best extent possible , not change the<br />

topography to fit the design. Any development proposed for a site shall be<br />

appropriate to the existing natural topographical characteristics of the site,<br />

while recognizing that minimal grade changes are essential to site<br />

development.<br />

c. Unincorporated Area of the County. The intent of protecting sloped areas<br />

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of ten percent and greater above is to maintain local topography, prevent<br />

erosion, protect water quality, and maintain existing vegetation. Manmade<br />

slopes shall not be regulated. Changes to grades that will adversely<br />

impact stormwater or ecological quality through long-term erosion shall<br />

be prohibited. This provision is not intended to preclude short-term<br />

impacts normally associated with development activity. Within the<br />

unincorporated area of the County, dDevelopment in sloped areas of ten<br />

percent and greater above shall be permitted as follows:<br />

1. Inside the Urban Service Area:<br />

(a) Off-grade construction techniques shall be utilized to minimize<br />

clearing and topographic alteration, and shall provide (and clearly<br />

delineate on-site) specific clearing limits to restrict clearing and<br />

topographic alterations to the minimum area necessary for<br />

construction of the permitted facilities and reasonable construction<br />

access.<br />

2. (b) A minimum of 50% of significant (ten percent to 20 percent slope)<br />

grade areas must be left undisturbed if located adjacent to or<br />

within 100 feet of wetlands, waterbodies, watercourses, floodways,<br />

floodplains, karst features or special development zones. or have<br />

an approved vegetation management plan and shall be placed so as<br />

to provide downhill buffers, protect forested areas, and buffer other<br />

conservation or preservation areas. This requirement may be met<br />

by preserving 50 percent of each individual area or 50 percent of<br />

the total grade areas.<br />

3. (c) Severe grade areas (greater than 20 percent slope) shall remain<br />

undisturbed if located adjacent to or within 100 feet of wetlands,<br />

waterbodies, watercourses, floodways, floodplains, karst features<br />

or special development zones. Small areas (1/4 acre or less) of<br />

severe grade areas located within significant grades may be<br />

regulated using the criteria for significant grades.<br />

4. (d) All significant and severe grades required to be undisturbed shall<br />

be preserved in their pre-development state by conservation<br />

easement.<br />

5. Urban service area only: All isolated significant slopes that are 0.25<br />

acres or less in size shall not be protected. All other significant slopes<br />

may be disturbed more than 50% provided the following criteria are<br />

met:<br />

(a) The disturbance is necessary to encourage urban infill in the urban<br />

core or to create new, high wage employment.<br />

(b) If a non-residential site is less than or equal to three acres in size<br />

with no other preservation features present on the site.<br />

(c) All residential development qualifies for the additional<br />

disturbance.<br />

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Page 3 of 9<br />

(d) Stormwater treatment shall be off-line retention equal to the first ½<br />

inch of runoff with full recovery within 72 hours. If it can be<br />

demonstrated that retention is not achievable due to soil and site<br />

characteristics, wet detention, in accordance with Section 10-<br />

4.301(2)(b)(i) and FDEP regulations, will be allowed. If wet<br />

detention is not achievable due to site characteristics, the County<br />

Administrator or designee may allow other treatment alternatives if<br />

it can be satisfactorily demonstrated that the alternative provides a<br />

pollutant removal efficiency of 80% or greater.<br />

6. (e) The county administrator or designee may allow limited<br />

exemption from these grade change limitations for approved<br />

roadway projects, provided that the permit application related to<br />

such project includes: (a) Aappropriate restrictive limits of areas<br />

as to clearing and topographic alteration.; (b) Aapproved erosion<br />

and sediment control plans.; and (c) Aan evaluation of<br />

alternatives which support the allowance of an exemption.<br />

(f) Downtown Overlay Exception. Developments within the<br />

Downtown Overlay (Section 10-282 of the City’s Land<br />

Development Code) are exempt from all severe grade regulations.<br />

2. Outside the Urban Service Area:<br />

(a) Off-grade construction techniques shall be utilized to minimize<br />

clearing and topographic alteration, and shall provide (and clearly<br />

delineate on-site) specific clearing limits to restrict clearing and<br />

topographic alterations to the minimum area necessary for<br />

construction of the permitted facilities and reasonable construction<br />

access.<br />

(b) A minimum of 50% of significant (ten percent to 20 percent slope)<br />

grade areas must be left undisturbed or have an approved<br />

vegetation management plan and shall be placed so as to provide<br />

downhill buffers, protect forested areas, and buffer other<br />

conservation or preservation areas. This requirement may be met<br />

by preserving 50 percent of each individual area or 50 percent of<br />

the total grade areas.<br />

(c) Severe grade areas (greater than 20 percent slope) shall remain<br />

undisturbed. Small areas (1/4 acre or less) of severe grade areas<br />

located within significant grades may be regulated using the<br />

criteria for significant grades.<br />

(d) All significant and severe grades required to be undisturbed shall<br />

be preserved in their pre-development state by conservation<br />

easement.<br />

(e) The county administrator or designee may allow limited<br />

exemption from these grade change limitations for approved<br />

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Attachment #1<br />

Page 4 of 9<br />

roadway projects, provided that the permit application related to<br />

such project includes: appropriate restrictive limits of areas as to<br />

clearing and topographic alteration; approved erosion and sediment<br />

control plans; and an evaluation of alternatives which support the<br />

allowance of an exemption.<br />

d. Incorporated Area of the County. Significant grade areas (natural grades<br />

between and inclusive of ten percent and twenty percent of at least ¼ acre<br />

in size). If the slope between any two adjacent one-foot interval contour<br />

lines is greater than or equal to ten percent but less than or equal to 20<br />

percent, then a significant grade area exists and shall be regulated as set<br />

forth below. The intent of protecting significant grades is to maintain<br />

local topography and minimize erosion, maintain existing vegetation, and<br />

protect water quality. Significant grades shall be depicted on any natural<br />

features inventory required under this chapter using contour intervals of no<br />

greater than two feet. Maps shall be prepared in accordance with the<br />

minimum technical standards for topographic surveys set forth in Chapter<br />

61G17-6, Florida Administrative Code (FAC), as it may be amended from<br />

time to time. Alternatively, the city's Geographic Information System<br />

(GIS) two-feet contour maps may be used to determine the grades until<br />

such time that site-specific topographic survey information is available.<br />

Site-specific topographic survey information shall use one-foot contour<br />

intervals and shall be provided no later than at the time the environmental<br />

impact analysis required under this chapter is submitted for review.<br />

Within the incorporated area of the County, development in sloped areas<br />

of ten percent and above shall be permitted as follows:<br />

1. Standard. Except as provided for in subsection (a)(2)d.2.—4. below, a<br />

minimum of 50 percent of significant grade areas shall be left<br />

undisturbed and shall be placed in a conservation easement dedicated<br />

to the city. Development activity in the conservation easement is<br />

prohibited, except that vegetation management activities that enhance<br />

the vegetation and are specifically allowed in a vegetation<br />

management plan approved by the Director of the City of Tallahassee<br />

Growth Management Department may be permitted. Examples of<br />

vegetation management activities include, but are not limited to,<br />

pruning of dead and hazardous tree limbs and control of invasive<br />

vegetation. The significant grades placed in a conservation easement<br />

shall be those significant grade areas that provide the greatest<br />

environmental benefit as determined by the Director of the City of<br />

Tallahassee Growth Management Department (i.e. provides downhill<br />

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buffers, protects forested areas, buffers other protected conservation or<br />

preservation areas, or provides similar environmental benefits). In<br />

order to minimize topographic changes, development within the<br />

significant grade areas not placed in a conservation easement shall<br />

utilize off-grade construction (including stem wall construction), use<br />

best management practices (design the building to take advantage of<br />

the natural topography, etc.), and shall limit the height of retaining<br />

walls to 15 feet. Multiple retaining walls may be allowed for terracing.<br />

The height of all retaining walls (excluding stem walls constructed as<br />

part of a building foundation) shall not exceed 15 feet. The distance<br />

between retaining walls shall be, at a minimum, twice the height of the<br />

wall that is abutting the area and higher than the area. Any retaining<br />

wall three feet in height or greater shall require a building permit.<br />

2. Development within the Downtown Overlay shall be exempt from the<br />

significant and severe slope requirements.<br />

3. Offsite-mitigation exception. Offsite mitigation for significant grades<br />

shall be permissible consistent with the provisions of this subsection.<br />

A. Locations are eligible for the off-site mitigation option if:<br />

Attachment #1<br />

Page 5 of 9<br />

i. The site lies south of Interstate-10 and either adjoins or is interior<br />

to Capital Circle;<br />

ii.The site is not within a Planned Development (PD), or Planned<br />

Unit Development (PUD);<br />

iii. The site is served by a roadway constructed to city standards<br />

and for which there is adequate roadway capacity;<br />

iv. All other infrastructure, including water, central sewer, and<br />

electric infrastructure, is available to serve the site;<br />

v. The significant grades do not include nor are they adjacent to<br />

previously protected preservation or conservation features on site<br />

for which off-site mitigation is not an option; and<br />

vi. In the opinion of the Director of the City of Tallahassee Growth<br />

Management Department, the significant grades onsite are not<br />

critical for buffering or maintaining ecological integrity of<br />

preservation features or other conservation features onsite or on an<br />

adjoining parcel;<br />

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B. Demonstration of necessity for off-site mitigation.<br />

i. The applicant shall demonstrate to the satisfaction of the Director<br />

of the City of Tallahassee Growth Management Department that<br />

the development cannot be made compatible with the significant<br />

grades on site; and<br />

ii. The applicant shall demonstrate to the satisfaction of the<br />

Director of the City of Tallahassee Growth Management<br />

Department that the development cannot avoid, ameliorate, or<br />

minimize impacts to the significant grades on site.<br />

C. Employment of the off-site mitigation option:<br />

Attachment #1<br />

Page 6 of 9<br />

i. Employment of the off-site mitigation option shall preclude the<br />

use of incentives, including subsections 5-85(e) and 5-86(f)(1) of<br />

the City’s Code, that reduce the percentages of the site dedicated to<br />

landscaping or urban forest preservation.<br />

ii. An off-site mitigation plan for the development of significant<br />

grades onsite has been approved and in the opinion of the Director<br />

of the City of Tallahassee Growth Management Department<br />

provides net environmental benefits.<br />

iii. If there exists within the same drainage basin as the site of the<br />

proposed development a mitigation bank that is managed to<br />

provide environmental services ordinarily provided by significant<br />

grades, such as topographic diversity and the presence of<br />

vegetation communities commonly associated with significant or<br />

severe grades, then the applicant shall be directed to participate in<br />

that mitigation bank.<br />

iv. If a mitigation bank consistent with the intent of paragraph 5-<br />

81(a)(2)d.3.C.iii. of the City’s Code does not exist within the same<br />

major drainage basin as the site, the applicant shall be directed to<br />

participate in a mitigation bank located elsewhere.<br />

v. If no mitigation banks exist consistent with the intent of<br />

paragraphs 5-81(a)(2)d.3.C.iii and 5-81(a)(2)d.3.C.iv of the City’s<br />

Code, the applicant shall acquire or use a conservation easement or<br />

similar instrument to protect in perpetuity lands that are twice (two<br />

times) the area of the significant grades onsite to be mitigated and<br />

that are located within the same major drainage basin. It shall be<br />

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preferred that such lands be contiguous and not fragmented.<br />

vi. If no such property can be protected under paragraph 5-<br />

Attachment #1<br />

Page 7 of 9<br />

81(a)(2)d.3.C.v of the City’s Code, an applicant may pay a fee in<br />

lieu. The amount shall be calculated as follows: Three hundred<br />

percent of the property appraiser's assessed value for the property,<br />

divided by the total square footage of the property, and multiplied<br />

by the number of square feet of the significant grades onsite to be<br />

mitigated. This amount shall be deposited into an account whose<br />

sole purpose is to acquire and manage lands that provide the<br />

environmental benefits associated with significant grades.<br />

D. Any site employing the off-site mitigation option for significant<br />

grades shall comply with any applicable stormwater standards<br />

adopted to further compliance with total maximum daily loads<br />

(TMDLs) or other surface water management programs or plans<br />

adopted by local Government.<br />

4. High wage employment exception. Development in more than 50<br />

percent of the significant grade areas may be permitted at the<br />

discretion of the City Commission for any proposed development (no<br />

matter where it is located) that exclusively contains industrial and/or<br />

office uses that create a significant number of new high wage<br />

employment. In deciding whether to grant such an exception, the City<br />

Commission shall conduct a public hearing and may consider factors<br />

like the number of jobs that are proposed to be created, the average<br />

annual wage of the jobs that are proposed to be created in comparison<br />

to the average annual wage of Leon County, and the applicant's longterm<br />

level of commitment and ability to provide the jobs.<br />

5. Sediment and erosion controls for properties with significant grades.<br />

Properties containing significant grade areas shall install a "heavy duty<br />

silt barrier" for sediment and erosion control. The "heavy duty silt<br />

barrier" shall consist of a double row of type IV silt fence (as<br />

referenced in the state department of transportation's "Roadway Traffic<br />

Design Standards" and the state department of environmental<br />

regulation's "The Florida Development Manual: A Guide to Sound<br />

Land and Water Management"). One row shall be placed at the toe of<br />

the slope. The other row shall be placed ten feet beyond the toe. The<br />

silt fence placed beyond the toe shall be a silt barrier that consists of a<br />

type IV silt fence supported by "hog wire" fence. Wooden posts shall<br />

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(3) (same)<br />

be six feet long and four inches in diameter and placed a minimum of<br />

two feet into the ground to support the "hog wire" fence. A continuous<br />

row of hay bales staked two feet on-center shall face the toe of the<br />

slope. All silt fences and hog wire fences shall be trenched and<br />

extended six inches below grade. Wooden posts shall be installed eight<br />

feet on-center on the downhill side of the trench. The Director of the<br />

City of Tallahassee Growth Management Department may approve an<br />

alternative sediment and erosion control plan if it is demonstrated by<br />

the applicant that such alternative provides a higher level of protection.<br />

SECTION 12. Conflicts. All ordinances or parts of ordinances in conflict with the provisions<br />

of this Ordinance are hereby repealed to the extent of such conflict, as of the effective date of<br />

this Ordinance, except to the extent of any conflicts with the Tallahassee-Leon County<br />

Comprehensive Plan, as amended, which provisions shall prevail over any parts of this<br />

Ordinance which are inconsistent, either in whole or in part, with the Comprehensive Plan.<br />

SECTION 13. Severability. If any section, subsection, sentence, clause, phrase or portion of<br />

this article is for any reason held invalid or unconstitutional by any court of competent<br />

jurisdiction, such portion shall be deemed a separate, distinct, and independent provision and<br />

such holding shall not affect the validity of the remaining portions of this Ordinance.<br />

SECTION 14. Effective date. This ordinance shall be effective according to law.<br />

DULY PASSED AND ADOPTED BY the Board of County Commissioners of Leon County,<br />

Florida, this ____ day of _____________, 2013.<br />

<strong>LEON</strong><strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

BY: _____________________________<br />

NICHOLAS MADDOX, CHAIRMAN<br />

<strong>BOARD</strong> <strong>OF</strong> <strong>COUNTY</strong> <strong>COMMISSIONERS</strong><br />

Attachment #1<br />

Page 8 of 9<br />

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ATTEST:<br />

BOB INZER, CLERK <strong>OF</strong> THE COURT<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

BY: ___________________________<br />

APPROVED AS TO FORM:<br />

<strong>LEON</strong> <strong>COUNTY</strong> ATTORNEY’S <strong>OF</strong>FICE<br />

BY: ____________________________<br />

HERBERT W.A. THIELE, ESQ.<br />

<strong>COUNTY</strong> ATTORNEY<br />

Attachment #1<br />

Page 9 of 9<br />

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Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #7<br />

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To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #7<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Approval of Utility Easements to the City of Tallahassee at the Public Safety<br />

Complex<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Fiscal Impact:<br />

This item has no fiscal impact to the County<br />

Vincent S. Long, County Administrator<br />

Tony Park, P.E., Director of Public Works Department<br />

Tom Brantley, P.E., Director of Facilities Management<br />

Carl Morgan, Construction Manager, Facilities Management<br />

Graham Stewart, Real Estate Manager<br />

Staff Recommendation:<br />

Option #1: Approve the perpetual Utility Easements to the City of Tallahassee for the<br />

provision of the general utility services to the Public Safety Complex, and<br />

authorize the Chairman to execute.<br />

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Title: Approval of Utility Easements to the City of Tallahassee at the Public Safety Complex.<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

On October 17, 2011, notice to proceed with the construction of the Public Safety Complex was<br />

given to Ajax Building Corporation/CSS, a joint venture. The construction has been completed,<br />

with the exception of the punch list, close out, and final documentation. The City of Tallahassee<br />

is requesting easements for its utility installations on site.<br />

Analysis:<br />

Board approval will provide perpetual Utility Easements, both over/under and across the County<br />

property, to the City of Tallahassee, for the purposes of general utilities (Attachment #1).<br />

Attachment #2 provides a sketch of the Easements and Legal Description. Because the County is<br />

conveying the Utility Easements as a City of Tallahassee utility customer, this conveyance is not<br />

subject to the County’s Real Estate Policy No. 03-01, Approval Authority for the Acquisition,<br />

Disposition, and Leasing of Real Property.<br />

Options:<br />

1. Approve the perpetual Utility Easements to the City of Tallahassee for the provision of the<br />

general utility services to the Public Safety Complex, and authorize the Chairman to execute.<br />

2. Do not approve the perpetual Utility Easements to the City of Tallahassee for the provision<br />

of the general utility services to the Public Safety Complex.<br />

3. Board direction.<br />

Recommendation:<br />

Option #1.<br />

Attachments:<br />

1. Utility Easements Document<br />

2. Sketch of Easements and Legal Description<br />

VSL/TP/TB/CM/GS/gs<br />

Page 138 of 631 Posted at 6:15 p.m. on June 10, 2013


THIS INSTRUMENT PREPARED BY:<br />

Judy Donahoe, Supervisor Right of Way<br />

City of Tallahassee/City Hall<br />

Property Management Division, Box A-15<br />

300 S. Adams Street, 4th Floor<br />

Tallahassee, Florida 32301<br />

(850) 891-8711<br />

Parcel ID: 1127208530000<br />

WATER AND SEWER UTILITY EASEMENT<br />

Leave blank for official recording.<br />

THIS EASEMENT, granted this _______ day of _______________, 2013, by and between<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong>, a charter county and political subdivision of the State of Florida, as<br />

to an undivided one-half (50.0%) interest, whose mailing address is 301 South Monroe Street,<br />

Tallahassee, Florida 32301 and the CITY <strong>OF</strong> TALLAHASSEE, a municipal corporation created<br />

and existing under the laws of the State of Florida, as to an undivided one-half (50.0%) interest,<br />

whose mailing address is 300 South Adams Street, Tallahassee, Florida 32301, as tenants in common<br />

and hereinafter collectively referred to as the "GRANTOR" and the CITY <strong>OF</strong> TALLAHASSEE, a<br />

municipal corporation created and existing under the laws of the State of Florida, whose mailing<br />

address is 300 South Adams Street, Tallahassee, Florida 32301, hereinafter called the<br />

“GRANTEE".<br />

W I T N E S S E T H<br />

That the GRANTOR, for and in consideration of the sum of ten dollars ($10.00), and other<br />

good and valuable consideration paid by the GRANTEE, the receipt and sufficiency of which is<br />

hereby acknowledged, by these presents do grant, bargain, sell and convey to the GRANTEE, its<br />

successors and assigns, in perpetuity, an easement for water and sewer utility purposes, in, over,<br />

across, under and through the following described parcel, piece, or strip of land, situate, lying, and<br />

being in the County of Leon, State of Florida, hereinafter “Easement Parcel” to-wit:<br />

SEE COMPOSITE EXHIBIT “A” ATTACHED HERETO<br />

AND BY THIS REFERENCE MADE A PART HERE<strong>OF</strong><br />

including the right to carry in said easement the water and sewer utility lines, of any type, either<br />

above ground or underground, including, but not limited to, equipment and appurtenances of any<br />

other person, or water and sewer utility company as authorized by the GRANTEE.<br />

Attachment #1<br />

Page 1 of 3<br />

It is understood and agreed by and between the GRANTOR and the GRANTEE that the<br />

water and sewer utility lines and equipment of the GRANTEE, installed or located, or to be installed<br />

or located in, over, across, under and through the parcel or strip of land hereinabove described, shall<br />

at all times be and remain the absolute property of the GRANTEE, its successors and assigns, and<br />

subject to its complete dominion and control. The right is hereby granted to the GRANTEE, its<br />

agents and employees, to enter upon the Easement Parcel from and across any adjoining lands of the<br />

Page 139 of 631 Posted at 6:15 p.m. on June 10, 2013


Rev/01-15-2013<br />

Water and Sewer Utility Easement<br />

Leave blank for official recording.<br />

GRANTOR for the purpose of excavating, inspecting, maintaining, installing, repairing and/or<br />

removing said water and sewer utility lines and equipment therefrom. The GRANTEE, its agents<br />

and employees, will restore the ground to its existing condition as reasonably practicable as of the<br />

date prior to the work within the Easement Parcel. The GRANTOR will not construct any<br />

permanent improvements on the said property without the written permission from the GRANTEE.<br />

The terms, conditions, restrictions and purposes imposed by this easement shall be binding<br />

not only upon the GRANTOR, but also on its agents, personal representatives, assigns and all other<br />

successors to their interest and shall continue as a servitude running in perpetuity with the Easement<br />

Property.<br />

The GRANTOR and GRANTEE acknowledge and agree that it is the parties’ intent that<br />

there be no merger of the GRANTEE’s interests in the Easement Parcel with the GRANTOR’s fee<br />

simple interest in the underlying land. It is the parties’ intent that there shall be no merger of any of<br />

these aforesaid real property interests, and that such interests shall all exist separate and apart from<br />

each other.<br />

IN WITNESS WHERE<strong>OF</strong>, the GRANTOR hereunto sets its hands and seals the day and<br />

year first above written.<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

By: ________________________________<br />

NICHOLAS MADDOX, Chairman<br />

Board of County Commissioners<br />

ATTEST: Date: ________________________________<br />

Bob Inzer, Clerk of Circuit Court<br />

Leon County, Florida<br />

BY: ____________________________<br />

APPROVED AS TO FORM:<br />

Leon County Attorney’s Office<br />

BY: ___________________________<br />

Herbert W. A. Thiele, Esq.<br />

County Attorney<br />

Attachment #1<br />

Page 2 of 3<br />

Leon County/COT to COT<br />

Water and Sewer Utility Easement<br />

Page Page 140 2 of 3 631 Posted at 6:15 p.m. on June 10, 2013


Rev/01-15-2013<br />

Water and Sewer Utility Easement<br />

CITY <strong>OF</strong> TALLAHASSEE<br />

By: ______________________________<br />

JOHN R. MARKS, III, Mayor<br />

City of Tallahassee<br />

Leave blank for official recording.<br />

ATTEST: Date: ______________________________<br />

James O. Cooke, IV, Treasurer-Clerk<br />

City of Tallahassee<br />

BY: ____________________________<br />

APPROVED AS TO FORM:<br />

City Attorney’s Office<br />

BY: ___________________________<br />

Lewis E. Shelley, Esq.<br />

City Attorney<br />

Attachment #1<br />

Page 3 of 3<br />

Leon County/COT to COT<br />

Water and Sewer Utility Easement<br />

Page Page 141 3 of 3 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #8<br />

Page 146 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #8<br />

June 18, 2013<br />

To: Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Request to Schedule a First and Only Public Hearing to Adopt a Resolution<br />

and Approve a List of County-Owned Properties Appropriate for Affordable<br />

Housing for Tuesday, July 9, 2013 at 6:00 p.m.<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Fiscal Impact:<br />

This item has no fiscal impact.<br />

Staff Recommendation:<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

Tony Park, P.E, Director, Public Works & Community<br />

Development<br />

Tom Brantley, P.E., Director of Facilities Management<br />

Graham Stewart, Real Estate Manager<br />

Daniel Rigo, Assistant County Attorney<br />

Option #1: Declare the list of eleven properties as surplus (Attachment #1).<br />

Option #2: Schedule a First and Only Public Hearing to adopt a Resolution and approve a list<br />

of County-owned properties appropriate for affordable housing for Tuesday,<br />

July 9, 2013 at 6:00 p.m.<br />

Page 147 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Request to Schedule a First and Only Public Hearing to Adopt a Resolution and Approve a<br />

List of County-Owned Properties Appropriate for Affordable Housing for Tuesday, July 9, 2013<br />

at 6:00 p.m.<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

Section 125.379, Florida Statutes, requires Florida counties to prepare an inventory, every three<br />

years, of county-owned real property within its jurisdiction that is appropriate for use as<br />

affordable housing, and to adopt a resolution that includes an inventory list of such inventory<br />

following a public hearing (Attachment #2). Additionally, Policy No. 03-01, "Approval<br />

Authority for the Acquisition, Disposition, and Leasing of Real Property", requires staff to<br />

review County-owned real property that is not being used and which may be considered surplus<br />

property.<br />

A January 29, 2013 agenda item provided the Leon County Board of County Commissioners<br />

with a status report of County-owned real estate, and identified seven developable and 13 nondevelopable<br />

properties as surplus. The Board accepted the status report; declared the 20<br />

properties as surplus (“January 2013 Surplus Properties”); directed staff to work with Habitat for<br />

Humanity regarding the transfer of the January 2013 Surplus Properties that meet the<br />

organization’s needs; and, authorized the County Administrator to sell any of the remaining<br />

January 2013 Surplus Properties in accordance with Policy No. 03-01.<br />

Subsequent to the January 29, 2013 Board meeting, Leon County took ownership of eleven<br />

properties that staff recommends the Board declare surplus, and make available for affordable<br />

housing.<br />

Analysis:<br />

Leon County recently took ownership of eleven properties that the Leon County Division of<br />

Housing Services has determined to be potential candidates for affordable housing projects to<br />

benefit low-to-moderate income families who reside in Leon County. No other Leon County<br />

purposes have been identified.<br />

• Leon County took ownership of eight properties that the Clerk of Courts unsuccessfully<br />

auctioned off on February 6, 2013 as having delinquent real estate tax certificates (year<br />

2008 certificates 1134, 230, 2972, 2980, 3044, 3057, 3058 and 5499). The properties<br />

received no bidders. Subsequently, on May 21, 2013, staff utilized Leon County Housing<br />

Finance Authority funds to pay $1,828.01 in unpaid 2012 taxes, the amount due from the<br />

tax certificate holder, Leon County (Attachment #3).<br />

• Three additional properties escheated to Leon County in March 2013.<br />

Consistent with Section 125.379, Florida Statutes, and Policy No. 03-01, staff recommends that<br />

the Board declare the eleven properties (Attachment #1) as surplus, and direct staff to schedule a<br />

Public Hearing to adopt a Resolution and approve a list of County-owned properties appropriate<br />

for affordable housing for Tuesday, July 9, 2013 at 6:00 p.m.<br />

Page 148 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Request to Schedule a First and Only Public Hearing to Adopt a Resolution and Approve a<br />

List of County-Owned Properties Appropriate for Affordable Housing for Tuesday, July 9, 2013<br />

at 6:00 p.m.<br />

June 18, 2013<br />

Page 3<br />

Unless otherwise directed by the Board, staff will seek the Board’s approval, as part of the<br />

July 9, 2013 Public Hearing, to:<br />

1. Declare these eleven properties as appropriate for affordable housing;<br />

2. Have staff work with Habitat for Humanity to determine which of those eleven parcels<br />

meet their organization’s needs for affordable housing purposes and proceed with the<br />

appropriate statutory process to transfer those identified parcels to Habitat for Humanity<br />

for the construction of permanent affordable housing, which is consistent with the<br />

Board’s January 29, 2013 direction;<br />

3. Have staff identify other appropriate affordable housing projects through Leon County’s<br />

affordable housing program for any of the eleven parcels that are not transferred to<br />

Habitat for Humanity for the construction of permanent affordable housing; and<br />

4. Delegate the authority to the County Administrator to sell any of the eleven properties<br />

identified as surplus that are not used for affordable housing purposes either through<br />

transfer to Habitat for Humanity or through Leon County’s affordable housing program.<br />

To the extent any of the eight properties, recently acquired through the use of Leon County<br />

Housing Finance Authority funds to pay $1,828.01 in unpaid 2012 taxes, are not utilized by Leon<br />

County’s affordable housing program and are transferred to Habitat for Humanity or sold, the<br />

funding source will be adjusted accordingly.<br />

Options:<br />

1. Declare the list of eleven properties as surplus (Attachment #1).<br />

2. Schedule a First and Only Public Hearing to adopt a Resolution and approve a list of Countyowned<br />

properties appropriate for affordable housing for Tuesday, July 9, 2013 at 6:00 p.m.<br />

3. Do not declare the list of eleven properties as surplus and do not schedule a First and Only<br />

Public Hearing to adopt a Resolution and approve a list of County-owned properties<br />

appropriate for affordable housing.<br />

4. Board direction<br />

Recommendation:<br />

Options #1 and #2.<br />

Attachments:<br />

1. List of Recommended Properties for Affordable Housing Use Through the Division of<br />

Housing Services<br />

2. Florida Statute 125.379<br />

3. County Tax Deed Applications Purchased May 21, 2013.<br />

Page 149 of 631 Posted at 6:15 p.m. on June 10, 2013


Affordable Housing Property List<br />

# Classification Parcel # Address Size (acres) Use<br />

1 Newly Acquired Tax Deed Property 142520‐045‐0000 6831 Quail Valley Road 0.57 Mobile Home<br />

2 Newly Acquired Tax Deed Property 111620‐093‐0000 2520 Lonnbladh Road 1.00 Vacant Residential<br />

3 Newly Acquired Tax Deed Property 212635‐O0160 Harlem Street 0.13 Vacant Residential<br />

4 Newly Acquired Tax Deed Property 212635‐R0150 Calloway Street 0.13 Vacant Residential<br />

5 Newly Acquired Tax Deed Property 212664‐E0360 1432 Colorado Street 0.15 Vacant Residential<br />

6 Newly Acquired Tax Deed Property 212664‐O0030 Volusia Street 0.13 Vacant Residential<br />

7 Newly Acquired Tax Deed Property 212664 P0030 Joe Louis Street 0.14 Vacant Residential<br />

8 Newly Acquired Tax Deed Property 410127‐R0030 2109 Holton Street 0.11 Vacant Residential<br />

9 Escheated Property 412455‐000‐0760 Oak Crest Blvd 0.04 Vacant Residential<br />

10 Escheated Property 412455‐000‐0750 Oak Crest Blvd 0.05 Vacant Residential<br />

11 Escheated Property 412455‐000‐1440 Hazelwood Road 0.05 Vacant Residential<br />

* All "New Tax Deed Properties" were purchased by housing for the County on May 16, 2013<br />

The Tax Deed properties on this list needs to be updated in GIS and approved by the BOCC<br />

and be declared "Surplus" to proceed with using them for affordable housing projects.<br />

Attachment #1<br />

Page 1 of 1<br />

Page 150 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #3<br />

Page 1 of 2<br />

1134 of2008 1425200450000 616-000000-294031-000 $ 4,352.21 $ 618.52 $ 488.59 $ 472.00 $ 5,931.32 $ 408.59<br />

1116200930000 616-000000-294028-000 $ 2,442.05 $ 483.32 $ 382.64 $ 472.00 $ 3,780.01 s 80.00 $ 302.64<br />

212635 00160 616-000000-294040-000 s 3,027.24 $ 343.61 s 267.87 $ 472.00 s 4,110.72 $ 80.00 $ 187.87<br />

212635 R0150 616-000000-294041-000 $ 2,188.31 $ 343.61 $ 267.87 $ 472.00 $ 3,271.79 $ 80.00 $ 187.87<br />

212664 E0360 616-000000-293999-000 s 3,520.59 $ 343.61 $ 267.87 $ 472.00 $ 4,604.07 $ 80.00 $ 187.87<br />

212664 00030 616-000000-294001-000 $ 2,179.59 $ 343.61 $ 267.87 $ 472.00 s 3,263.07 s 80.00 $ 187.87<br />

212664 P0030 616-000000-294002-000 $ 2,179.59 $ 343.61 $ 267.87 $ 472.00 s 3,263.07 s 80.00 $ 187.87<br />

27 R0030 616-000000-294005-000 $ 2,307.04 $ 330.90 s 257.43 $ 472.00 s 3,367.37 s 80.00 $ 177.43<br />

s 31,591.42 s(:)<br />

Page 152 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

........__ _____ ...


Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #8<br />

June 18, 2013<br />

To: Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Request to Schedule a First and Only Public Hearing to Adopt a Resolution<br />

and Approve a List of County-Owned Properties Appropriate for Affordable<br />

Housing for Tuesday, July 9, 2013 at 6:00 p.m.<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Fiscal Impact:<br />

This item has no fiscal impact.<br />

Staff Recommendation:<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

Tony Park, P.E, Director, Public Works & Community<br />

Development<br />

Tom Brantley, P.E., Director of Facilities Management<br />

Graham Stewart, Real Estate Manager<br />

Daniel Rigo, Assistant County Attorney<br />

Option #1: Declare the list of eleven properties as surplus (Attachment #1).<br />

Option #2: Schedule a First and Only Public Hearing to adopt a Resolution and approve a list<br />

of County-owned properties appropriate for affordable housing for Tuesday,<br />

July 9, 2013 at 6:00 p.m.<br />

Page 154 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Request to Schedule a First and Only Public Hearing to Adopt a Resolution and Approve a<br />

List of County-Owned Properties Appropriate for Affordable Housing for Tuesday, July 9, 2013<br />

at 6:00 p.m.<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

Section 125.379, Florida Statutes, requires Florida counties to prepare an inventory, every three<br />

years, of county-owned real property within its jurisdiction that is appropriate for use as<br />

affordable housing, and to adopt a resolution that includes an inventory list of such inventory<br />

following a public hearing (Attachment #2). Additionally, Policy No. 03-01, "Approval<br />

Authority for the Acquisition, Disposition, and Leasing of Real Property", requires staff to<br />

review County-owned real property that is not being used and which may be considered surplus<br />

property.<br />

A January 29, 2013 agenda item provided the Leon County Board of County Commissioners<br />

with a status report of County-owned real estate, and identified seven developable and 13 nondevelopable<br />

properties as surplus. The Board accepted the status report; declared the 20<br />

properties as surplus (“January 2013 Surplus Properties”); directed staff to work with Habitat for<br />

Humanity regarding the transfer of the January 2013 Surplus Properties that meet the<br />

organization’s needs; and, authorized the County Administrator to sell any of the remaining<br />

January 2013 Surplus Properties in accordance with Policy No. 03-01.<br />

Subsequent to the January 29, 2013 Board meeting, Leon County took ownership of eleven<br />

properties which staff recommends the Board declare surplus, and make available for affordable<br />

housing.<br />

Analysis:<br />

Leon County recently took ownership of eleven properties that the Leon County Division of<br />

Housing Services has determined to be potential candidates for affordable housing projects to<br />

benefit low-to-moderate income families who reside in Leon County. No other Leon County<br />

purposes have been identified.<br />

• Leon County took ownership of eight properties that the Clerk of Courts unsuccessfully<br />

auctioned off on February 6, 2013 as having delinquent real estate tax certificates (year<br />

2008 certificates 1134, 230, 2972, 2980, 3044, 3057, 3058 and 5499). The properties<br />

received no bidders. Subsequently, on May 21, 2013, staff utilized Leon County Housing<br />

Finance Authority funds to pay $1,828.01 in unpaid 2012 taxes, the amount due from the<br />

tax certificate holder, Leon County (Attachment #3).<br />

• Three additional properties escheated to Leon County in March 2013.<br />

Consistent with Section 125.379, Florida Statutes, and Policy No. 03-01, staff recommends that<br />

the Board declare the eleven properties (Attachment #1) as surplus, and direct staff to schedule a<br />

Public Hearing to adopt a Resolution and approve a list of County-owned properties appropriate<br />

for affordable housing for Tuesday, July 9, 2013 at 6:00 p.m.<br />

Page 155 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Request to Schedule a First and Only Public Hearing to Adopt a Resolution and Approve a<br />

List of County-Owned Properties Appropriate for Affordable Housing for Tuesday, July 9, 2013<br />

at 6:00 p.m.<br />

June 18, 2013<br />

Page 3<br />

Unless otherwise directed by the Board, staff will seek the Board’s approval, as part of the<br />

July 9, 2013 Public Hearing, to:<br />

1. Declare these eleven properties as appropriate for affordable housing;<br />

2. Have staff work with Habitat for Humanity to determine which of those eleven parcels<br />

meet their organization’s needs for affordable housing purposes and proceed with the<br />

appropriate statutory process to transfer those identified parcels to Habitat for Humanity<br />

for the construction of permanent affordable housing, which is consistent with the<br />

Board’s January 29, 2013 direction;<br />

3. Have staff identify other appropriate affordable housing projects through Leon County’s<br />

affordable housing program for any of the eleven parcels that are not transferred to<br />

Habitat for Humanity for the construction of permanent affordable housing; and<br />

4. Delegate the authority to the County Administrator to sell any of the eleven properties<br />

identified as surplus that are not used for affordable housing purposes either through<br />

transfer to Habitat for Humanity or through Leon County’s affordable housing program.<br />

To the extent any of the eight properties, recently acquired through the use of Leon County<br />

Housing Finance Authority funds to pay $1,828.01 in unpaid 2012 taxes, are not utilized by Leon<br />

County’s affordable housing program and are transferred to Habitat for Humanity or sold, the<br />

funding source will be adjusted accordingly.<br />

Options:<br />

1. Declare the list of eleven properties as surplus (Attachment #1).<br />

2. Schedule a First and Only Public Hearing to adopt a Resolution and approve a list of Countyowned<br />

properties appropriate for affordable housing for Tuesday, July 9, 2013 at 6:00 p.m.<br />

3. Do not declare the list of eleven properties as surplus and do not schedule a First and Only<br />

Public Hearing to adopt a Resolution and approve a list of County-owned properties<br />

appropriate for affordable housing.<br />

4. Board direction<br />

Recommendation:<br />

Options #1 and #2.<br />

Attachments:<br />

1. List of Recommended Properties for Affordable Housing Use Through the Division of<br />

Housing Services<br />

2. Florida Statute 125.379<br />

3. County Tax Deed Applications Purchased May 21, 2013.<br />

Page 156 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #9<br />

Page 157 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #9<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Approval of a Proposed Lease Agreement and Associated Resolution with the<br />

Tallahassee Downtown Improvement Authority for Office Space in the Leon<br />

County Welcome Center in the Amount of $10,200 Annually<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

Tony Park, P.E., Director, Public Works and Community<br />

Development<br />

Ken Morris, Director, Economic Development & Business<br />

Partnerships<br />

Tom Brantley, P.E., Director of Facilities Management<br />

Lee Daniel, Director, Leon County Tourism Development<br />

Graham Stewart, Real Estate Manager<br />

Daniel Rigo, Assistant County Attorney<br />

Fiscal Impact:<br />

This item has a fiscal impact. Revenues from the proposed Lease Agreement will generate<br />

$10,200 annually. Revenues have been budgeted in the proposed FY2014 Budget for the Tourist<br />

Development Trust Fund.<br />

Staff Recommendation:<br />

Option #1: Approve the proposed Lease Agreement with Tallahassee Downtown<br />

Improvement Authority for $10,200 annually, and authorize the County<br />

Administrator to execute.<br />

Option #2: Adopt the associated Resolution, and authorize the Chairman to execute.<br />

Page 158 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Approval of a Proposed Lease Agreement and Associated Resolution with the Tallahassee<br />

Downtown Improvement Authority for Office Space in the Leon County Welcome Center in the<br />

Amount of $10,200 Annually<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

Since July 1, 2010, the Tallahassee Downtown Improvement Authority (DIA) has been a tenant<br />

in the Leon County Welcome Center, located at 106 East Jefferson Street. The current lease<br />

expires on June 30, 2013. The DIA wishes to remain in the space and has proposed executing a<br />

new lease for the space it currently occupies (Attachment #1). Pursuant to Section 125.38,<br />

Florida Statutes:<br />

• The County is not required to advertise space for lease to the United States government,<br />

any department or agency thereof, the state of Florida or any political subdivision or<br />

agency thereof, any municipality of the State of Florida, or corporation or other<br />

organization not for profit which may be organized for the purpose of “promoting<br />

community interest and welfare.”<br />

• If the Board of County Commissioners is satisfied that the County-owned property that<br />

the entity seeks to lease is not needed for County purposes, the County may lease the<br />

property to the entity at such price the Board may fix.<br />

• A resolution, duly adopted by the Board of County Commissioners, is required to identify<br />

the application being made, the purpose for which the property is to be used, the price or<br />

rent to be paid, and the term of such lease.<br />

The Tallahassee DIA is a special assessment district enacted in 1971 by the Florida Legislature.<br />

Its mission is to promote downtown Tallahassee as a place for business and entertainment. The<br />

DIA receives a dedicated source of revenue from a 1 mil tax on commercial valuation in the<br />

downtown district. District boundaries are Tennessee Street on the north, Gadsden Street on the<br />

east, Jefferson Street on the south, and Bronough Street on the west. A board of directors<br />

appointed by the Mayor, and approved by the City of Tallahassee Commission, governs the DIA.<br />

Board members must be property owners and taxpayers within the DIA district.<br />

Analysis:<br />

The proposed Lease Agreement provides for use of two offices totaling 325 square feet. Based<br />

on current downtown lease rates for executive office suites and the facility to be leased, staff<br />

recommends that the two offices should continue to be leased not on a square footage rate, but on<br />

a “cost per office” rate, which would be $700 per month for the two offices. This rate would<br />

include utilities, custodial and maintenance services. In addition, the rate would include the use<br />

of a shared conference room and break room. The DIA would be responsible for paying for its<br />

internet and telephone services.<br />

Additionally, the DIA has requested access to the building receptionist to screen visitors to the<br />

DIA offices at a negotiated rate of $150 per month. The DIA would like to have this service<br />

continued; thus, the rate under the proposed Lease Agreement will be $850 per month or $10,200<br />

annually. However, if at any time during this Agreement DIA decides to request additional<br />

receptionist services from the Tourism Development Department staff that includes telephone<br />

answering and other clerical assignments, the monthly rental will increase by $190 to $1,040 per<br />

month or $12,480 annually. The proposed rates are the same that the DIA is paying under its<br />

current lease agreement.<br />

Page 159 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Approval of a Proposed Lease Agreement and Associated Resolution with the Tallahassee<br />

Downtown Improvement Authority for Office Space in the Leon County Welcome Center in the<br />

Amount of $10,200 Annually<br />

June 18, 2013<br />

Page 3<br />

The term of the proposed Lease Agreement is for one year, commencing July 1, 2013 and<br />

expiring June 30, 2014. The proposed Lease Agreement provides for automatic renewals for two<br />

one-year terms, unless written notice of a desire not to renew is given, not less than 90 days prior<br />

to the expiration of the initial and current term.<br />

Options:<br />

1. Approve the proposed Lease Agreement with Tallahassee Downtown Improvement<br />

Authority for $10,200 annually, and authorize the County Administrator to execute.<br />

2. Adopt the associated Resolution, and authorize the Chairman to execute.<br />

3. Do not approve the proposed Lease Agreement with Tallahassee Downtown Improvement<br />

Authority, and do not adopt the associated Resolution.<br />

4. Board direction.<br />

Recommendation:<br />

Options #1 and #2.<br />

Attachments:<br />

1. Proposed Lease Agreement<br />

2. Resolution<br />

VSL/AR/LD/TB/GS/gs<br />

Page 160 of 631 Posted at 6:15 p.m. on June 10, 2013


LEASE AGREEMENT<br />

Attachment #1<br />

Page 1 of 6<br />

This lease agreement made this __ day of , 2013, by and between <strong>LEON</strong> <strong>COUNTY</strong>,<br />

<strong>FLORIDA</strong>, a charter county and political subdivision of the State of Florida (LANDLORD), and<br />

the TALLAHASSEE DOWNTOWN IMPROVEMENT AUTHORITY, a public body corporate<br />

and politic of the State of Florida (TENANT).<br />

WITNESSETH:<br />

In consideration of the rent to be paid, the mutual covenants and agreements herein contained,<br />

and of other good and valuable consideration, the receipt and legal sufficiency all of which are<br />

hereby acknowledged by the parties hereto, LANDLORD hereby leases unto TENANT, and<br />

TENANT hereby leases from LANDLORD pursuant to Section 125.38 Florida Statutes, and<br />

other applicable laws of the State of Florida, the following:<br />

Office and space consisting of 325 gross square feet, more or less, and including<br />

side and rear ingress and egress to the front and back entrances and fire exits to<br />

comply with local and state codes, at 106 East Jefferson Street, Tallahassee, Leon<br />

County, Florida.<br />

The following stipulations, hereby declared to be condition of this LEASE, shall, unless<br />

otherwise expressly stated, be applicable at all times throughout the term of this LEASE and any<br />

extensions or renewals thereof, and are mutually agreed upon.<br />

1. TERM: This LEASE shall commence July 1, 2013 and terminate on June 30, 2014.<br />

This lease shall automatically renew for Two (2) additional one (1) year terms unless written<br />

notice of a desire not to renew is given not less than ninety (90) days prior to the expiration of the<br />

initial and current term. The initial term, or subsequent terms shall be renewed or extended in<br />

accordance with the same terms and conditions as the original lease.<br />

LANDLORD and TENANT further acknowledge and agree that either party may<br />

terminate this LEASE at its sole discretion, with such termination to be effective no sooner than<br />

ninety (90) days after delivery of written notice of termination to the other party in accordance<br />

with this LEASE.<br />

2. RENTAL AMOUNT: For the term hereof, TENANT shall pay LANDLORD for rental<br />

of occupied office and space, a total of TEN THOUSAND TWO HUNDRED and 00/100<br />

DOLLARS ($10,200.00) per annum, to be paid monthly in advance of the first of each month in<br />

an amount equal to 1/12 of the per annum amount, or EIGHT HUNDRED FIFTY and 00/100<br />

DOLLARS ($850.00), which shall be deposited as rental income in the Tourist Trust Fund.<br />

Tenant hereby represents that it is exempt from the payment of any sales tax on such rental<br />

amounts and agrees to provide, within 15 days after the effective date of this lease agreement, a<br />

certificate of exemption or other such documentation as evidence of such exemption.<br />

TENANT further acknowledges and agrees that if, at any time during the LEASE term,<br />

TENANT requests additional receptionist services from the Leon County Division of Tourism<br />

Development (Visit Tallahassee), including telephone answering and other clerical assignments,<br />

the monthly payment amount will increase to $1,040.00, or $12,480.00 annually.<br />

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Attachment #1<br />

Page 2 of 6<br />

3. PAYMENT <strong>OF</strong> RENT: Unless otherwise specified in writing by LANDLORD to<br />

TENANT, TENANT shall pay all rentals required hereunder to agent, without set-off, abatement,<br />

or reduction at the following address:<br />

Leon County Division ofTourism Development (Visit Tallahassee)<br />

106 East Jefferson Street<br />

Tallahassee, FL 32301<br />

4. TITLE AND OWNERSHIP: LANDLORD covenants that LANDLORD has good title<br />

to the premises and has the right and authority to execute this LEASE for the terms and<br />

conditions herein contained.<br />

5. QUIET ENJOYMENT: LANDLORD covenants that TENANT, on the performance of<br />

the terms and conditions of this LEASE, shall and may peaceably and quietly have, hold and<br />

enjoy the premises for the term aforesaid.<br />

6. ALTERATIONS TO PREMISES: TENANT shall have no right to make any<br />

alterations to the leased premises without the consent of LANDLORD, which consent shall be in<br />

the LANDLORD's sole discretion.<br />

7. USE <strong>OF</strong> SPACE: The leased office and space shall be used for lawful business activities<br />

of the TENANT. TENANT shall not use the space for any purpose contrary to any law or<br />

ordinance duly constituted, not shall TENANT'S use of said space constitute nuisance.<br />

TENANT shall not use the space in any manner which would adversely affect the terms and<br />

conditions of a standard fire insurance policy increase the fire insurance premium. TENANT<br />

shall not use the outside premises for storage of equipment or materials of any kind.<br />

8. UTILITIES AND MAINTENANCE: LANDLORD shall pay all utilities, janitorial<br />

services, interior maintenance, including but not limited to plumbing, electrical, mechanical and<br />

incidental repairs together with maintenance and repair of the heating and air conditioning<br />

equipment in the building. LANDLORD shall maintain the integrity of the exterior of the<br />

building in good condition and shall be responsible for any repairs to the roof and/or foundation<br />

and outside walls of the building.<br />

9. LIABILITY INSURANCE: With respect to personal injury or property damage<br />

occurring in or about the demised premises, TENANT shall carry public liability insurance in at<br />

least the amounts of $300,000.00/$500,000.00 for personal injury, $100,000.00 for property<br />

damage, and an umbrella coverage of at least $1,000,000.00, and agrees to have LANDLORD<br />

named as an additional insured under said insurance policy. A certificate of insurance<br />

evidencing such insurance coverage shall be furnished LANDLORD. Furthermore, said policy<br />

shall provide that it shall not be canceled unless ten (1 0) days prior written notice be given<br />

LANDLORD.<br />

10. BANKRUPTCY: In the event of bankruptcy, insolvency or assignment of assets for<br />

benefit of creditors by either party hereto, the other party shall have the right to terminate this<br />

LEASE.<br />

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Attachment #1<br />

Page 3 of 6<br />

11. INDEMNITY: TENANT will save harmless and indemnify LANDLORD from and<br />

against any and all claims, actions, damages, liability, and expense, including attorneys' fees, in<br />

connection with loss of life, personal injury and/or damage to the property arising from, out of, or<br />

in connection with in any manner, the occupancy of the use of the said premises by TENANT,<br />

TENANT's agents, employees or any sub-tenants.<br />

12. ASSIGNMENT: TENANT may not assign this LEASE or sub-let all or any part of the<br />

premises, nor may the LEASE be assigned or the premises sub-let by operation oflaw.<br />

13. DEFAULT: If TENANT shall fail to perform any of the agreements or covenants on<br />

TENANT's part required to be performed under this LEASE, or shall TENANT fail to pay the<br />

rent, or shall abandon the leased premises prior to the expiration of the term, and such failure<br />

shall continue for a period of ten (10) days after written notice, LANDLORD may, at<br />

LANDLORD's option, terminate this LEASE. In the event of such default on the part of<br />

TENANT, LANDLORD shall be entitled to recover from TENANT all damages suffered<br />

thereby, including a reasonable sum for attorneys' fees incurred by LANDLORD for enforcing<br />

LANDLORD's rights hereunder.<br />

14. PROPERTY <strong>OF</strong> TENANT: TENANT agrees that all furnishes, trade fixtures, and other<br />

property of the TENANT located on the leased premises shall be so located at the sole risk of the<br />

TENANT and LANDLORD shall not, in any manner whatsoever, be liable for any damage to<br />

any such property of TENANT.<br />

15. RIGHT <strong>OF</strong> ENTRY: LANDLORD shall have the right to enter the leased premises at<br />

reasonable hours during the day or night to examine the same as LANDLORD may deem<br />

necessary, or to exhibit the same to prospective purchasers, lenders, or contractors.<br />

16. CONDEMNATION: If at any time during the term ofthis LEASE, the property or any<br />

such part is taken for any public or quasi-public use under statute or right of eminent domain by<br />

the <strong>COUNTY</strong>. TENANT HEREBY waives any and all claims against <strong>COUNTY</strong> as a<br />

condemning authority for any actual provable damages caused by such condemnation<br />

proceedings. If parking provided under the leases is taken by an action of <strong>COUNTY</strong>, <strong>COUNTY</strong><br />

will provide similar parking arrangements on or adjacent to the leased property for use by<br />

TENANT. TENANT shall have the option of terminating this lease in the event of<br />

condemnation when possession shall have been taken by a condemning authority. Other than a<br />

condemnation proceeding by <strong>LEON</strong> <strong>COUNTY</strong>, TENANT and LANDLORD shall be free to<br />

make a claim against the condemning authority for the amount of the actual provable damage<br />

done to each of them in such proceedings.<br />

17. TAXES: LANDLORD shall pay all real estate ad valorem taxes and assessments.<br />

18. SALE OR TRANSFER <strong>OF</strong> LANDLORD'S INTEREST: In the event of the sale,<br />

assignment, or transfer by LANDLORD of LANDLORD's interest in the demised premises,<br />

LANDLORD shall thereupon be released or discharged from all covenants and obligations of the<br />

LANDLORD except such liabilities and obligations of the LANDLORD as shall have accrued<br />

prior to any such sale, assignment, or transfer, and TENANT agrees to look solely to such<br />

successor in interest of LANDLORD for performance of such obligations.<br />

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Attachment #1<br />

Page 4 of 6<br />

19. HOLDING OVER: In the event TENANT remains in possession of the demised leased<br />

premises after the expiration of this LEASE and without the execution of a new LEASE, it shall<br />

be deemed to be occupying said premises as a TENANT at will and obligated to pay a rental of<br />

$500.00 which rental shall be payable daily, and otherwise subject to all the conditions,<br />

provisions and obligations of this LEASE insofar as the same are applicable to a month-to-month<br />

tenancy, and in no event shall thereby any renewal of this LEASE by operation oflaw.<br />

20. NOTICES: Whenever notice shall or may be given to either of the parties by the other,<br />

each such notice shall be in writing and be by registered or certified mail addressed to the party at<br />

the following addresses, unless changed in the manner hereinafter provided:<br />

LANDLORD:<br />

Leon County Division of Tourism Development (Visit Tallahassee)<br />

Attention: Executive Director<br />

106 East Jefferson Street<br />

Tallahassee, FL 3 23 01<br />

With copies to:<br />

TENANT:<br />

Herbert W. A. Thiele, Esq., County Attorney<br />

Leon County Attorney's Office<br />

301 South Monroe Street<br />

Tallahassee, FL 32301<br />

Tallahassee Downtown Improvement Authority<br />

Attention: Executive Director<br />

106 East Jefferson Street<br />

Tallahassee, FL 32301<br />

The foregoing addresses may be changed by notice given in like manner. Any such<br />

notice shall be deemed to haye been given at the time it is placed in the mail with proper postage<br />

affixed.<br />

21. NON-WAIVER PROVISION: The failure of either party hereto to insist upon a strict<br />

performance of any of the terms or conditions herein shall not be deemed to be a waiver of any<br />

rights or remedies that either party shall have and shall not be deemed to be a waiver of any<br />

subsequent breach or default under the terms hereof.<br />

22. SURRENDER <strong>OF</strong> PREMISES AND EQUIPMENT: TENANT shall surrender to<br />

LANDLORD the premises at the expiration of the term hereof, or any extension thereof, or upon<br />

termination by virtue of TENANT's default.<br />

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Attachment #1<br />

Page 5 of 6<br />

23. ABANDONMENT <strong>OF</strong> PREMISES: If, for any reason, the TENANT abandons the<br />

premises, LANDLORD, at LANDLORD'S sole option, shall have the right to terminate this<br />

LEASE, in which event, neither party shall be obligated to the other for matters thereafter<br />

occurring, or, in the alternative, LANDLORD may elect to keep this LEASE in full force and<br />

effect, in which latter event, LANDLORD and TENANT shall continue to be bound and<br />

obligated to the other pursuant to the terms hereof.<br />

25. SUCCESSORS AND ASSIGNS AND INCLUSIVENESS <strong>OF</strong> TERMS: The<br />

covenants, conditions, and agreements contained in this LEASE shall bind and inure to the<br />

benefit of LANDLORD and TENANT and their respective legal representatives, successors and,<br />

except as otherwise provided in this LEASE, their assigns. Whenever LANDLORD and<br />

TENANT are herein referred to, such reference shall be construed as applying to their respective<br />

successors in interest and assigns and, where the context requires or admits, to their agents,<br />

employees, invitees, and similar representatives.<br />

26. LIENS: all persons are put upon notice of the fact that TENANT does not, and will in no<br />

event under any circumstances, have the power to subject the interest of LANDLORD in the<br />

premises to any mechanic's or materialmen's liens or lien of any kind. TENANT further agrees,<br />

upon request of LANDLORD to furnish LANDLORD with a list of all persons or entities<br />

furnishing labor or material to said premises so that LANDLORD may advise such persons or<br />

entities of the aforesaid provisions.<br />

TENANT covenants and agrees with the LANDLORD that TENANT will not permit or<br />

suffer to be filed or claimed against the interest of the LANDLORD in the demised premises<br />

during the continuance of this LEASE any lien or claim of any kind, and if such lien be claimed<br />

or filed, it shall be the duty of TENANT with ten (1 0) days after written notice from<br />

LANDLORD to cause the premises to be released from such claim, either by payment or by the<br />

posting of bond or by the payment into the court of the amount necessary to relieve and release<br />

the premises from such claim. Any lien placed by TENANT on the demised premises shall be<br />

subject to and subordinate to LANDLORD's interest in the demised premises.<br />

27. CAPTIONS: The captions in the LEASE are for convenience only, are not a part of this<br />

LEASE and do not in any way limit or amplify the terms and provisions of this LEASE.<br />

28. RADON GAS: Radon is a naturally occurring radioactive gas that, when it has<br />

accumulated in a building in sufficient quantities, may present health risks to persons who are<br />

exposed to it over time. Levels of radon that exceed federal and state guidelines have been found<br />

in buildings in Florida. Additional information regarding radon testing may be obtained from the<br />

county public health unit.<br />

29. ENTIRE AGREEMENT: This LEASE contains all the agreements between the parties<br />

hereto and may not be modified in any manner other than by agreement in writing signed by all<br />

the parties hereto, or their successors in interest.<br />

30. PUBLIC ENTITY CRIMES: In accordance with Section 287.133, Florida Statutes,<br />

signatory for TENANT hereby certifies that to the best of his/her knowledge and belief neither<br />

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Attachment #1<br />

Page 6 of 6<br />

TENANT nor its affiliates has been convicted of a public entity crime. Violation of this section<br />

by TENANT shall be grounds for cancellation of this agreement by <strong>LEON</strong> <strong>COUNTY</strong>.<br />

31. SUBJECT TO BUDGET: The performance of LANDLORD of any if its obligations<br />

under this LEASE shall be subject to and contingent upon the availability of funds budgeted by<br />

LANDLORD or otherwise lawfully expendable for the purposes of this agreement for the current<br />

and future periods.<br />

32. CHOICE <strong>OF</strong> LAW: This LEASE shall be governed by, construed, and enforced in<br />

accordance with the laws of the State of Florida.<br />

IN WITNESS WHERE<strong>OF</strong>, LANDLORD and TENANT have fully executed this LEASE<br />

as of the day and year first written above.<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

BY: ________________________ __<br />

Vincent S. Long, County Administrator<br />

DATE: ______________________ __<br />

ATTEST:<br />

Bob Inzer, Clerk ofthe Court<br />

Leon County, Florida<br />

BY: ________________ __<br />

Approved as to Form:<br />

Leon County Attorney's Office<br />

BY: ---------------------------<br />

Herbert W. A. Thiele, Esquire<br />

County Attorney<br />

Page 6 of6<br />

TALLAHASSEE DOWNTOWN<br />

IMPROVEMENT AUTHORITY<br />

BY: ____________ _<br />

Print Name: --------------------<br />

Title: -------------------------<br />

DATE: ____________________ _<br />

Witnesses as to Tenant:<br />

Print Name: --------------------<br />

Print Name: __________________ __<br />

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F91-00063<br />

RESOLUTION: 13-______<br />

RESOLUTION <strong>OF</strong> INTENT TO LEASE <strong>COUNTY</strong> PROPERTY,<br />

PURSUANT TO FLA. STAT. §125.38, TO DOWNTOWN IMPROVEMENT<br />

AUTHORITY, A PUBLIC BODY CORPORATE AND POLITIC<br />

WHEREAS, the Tallahassee Downtown Improvement Authority (the “TDIA”) is a dependent<br />

special district organized in accordance with Florida law as a public body corporate and politic of the<br />

State of Florida whose mission is to promote downtown Tallahassee as a place for business and<br />

entertainment; and<br />

WHEREAS, the TDIA desires to lease office space in a building owned by Leon County, and<br />

occupied by the Leon County Division of Tourism Development (Visit Tallahassee), for the purposes<br />

of operating the TDIA’s administrative offices in furtherance of its mission, and has indicated such<br />

desire by applying to the Leon County Board of County Commissioners (the “Board”) in an Agenda<br />

Request at the regularly scheduled Board meeting on June 11, 2013; and<br />

WHEREAS, the Board has determined that such office space is required for the use as<br />

indicated by TDIA and is not needed for County purposes.<br />

NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners of Leon<br />

County, Florida, assembled in regular session this 11th day of June, 2013, that, pursuant to Section<br />

125.38, Florida Statutes (2012), the office space comprising approximately 325 square feet located at<br />

106 E. Jefferson Street, Tallahassee, Florida shall be leased to the TDIA at an annual rental rate of<br />

$10,200.00, to be paid in monthly payments in the amount of $850.00, for a term of one year with<br />

two one-year automatic renewals; provided, however, that if at any time during the lease term the<br />

TDIA requests additional receptionist services from the Leon County Division of Tourism<br />

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Attachment #2<br />

Page 1 of 2<br />

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Development (Visit Tallahassee), including telephone answering and other clerical assignments, the<br />

monthly payment amount will increase to $1,040.00, or $12,480.00 annually.<br />

F91-00063<br />

Passed and adopted on this 11th day of June, 2013.<br />

ATTEST:<br />

Bob Inzer, Clerk of the Circuit Court<br />

Leon County, Florida<br />

BY:__________________________<br />

APPROVED AS TO FORM:<br />

Leon County Attorney’s Office<br />

By:__________________________<br />

Herbert W. A. Thiele, Esq.<br />

County Attorney<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

BY: ___________________________<br />

Nicholas Maddox, Chairman<br />

Board of County Commissioners<br />

Page 2 of 2<br />

Attachment #2<br />

Page 2 of 2<br />

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Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #10<br />

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To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #10<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Acceptance of the Lake Jackson Town Center at Huntington “Sense of Place”<br />

Initiative<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Vincent S. Long, County Administrator<br />

Tony Park, P.E., Public Works and Community Development<br />

Wayne Tedder, Planning, Land Management and Community<br />

Enhancement (PLACE)<br />

Roxanne Manning, Planning Manager<br />

Cherie Bryant, Comprehensive Planning & Urban Design Manager<br />

Earnest McDonald, Principal Planner<br />

Fiscal Impact:<br />

The Huntington “Sense of Place” Initiative would benefit from an initial public investment to<br />

support community goals and provide a catalyst for public/private partnerships. Staff<br />

recommends that the Board provide initial funding in the amount of $100,000 followed by<br />

$50,000 annually as part of the capital improvement program for plan implementation. If such<br />

funding is provided, Planning staff will coordinate with the Huntington community to prioritize<br />

the capital investment.<br />

Staff Recommendation:<br />

Option #1: Accept the Lake Jackson Town Center at Huntington “Sense of Place” Initiative;<br />

direct the inclusion of $100,000 as part of the FY2014 capital improvement<br />

program followed by $50,000 annually for plan implementation; and, authorize<br />

coordination with potential partners such as the City of Tallahassee and Florida<br />

Department of Transportation.<br />

Page 170 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the Lake Jackson Town Center at Huntington “Sense of Place” Initiative<br />

June 18, 2013<br />

Page 2<br />

Background:<br />

Report and Discussion<br />

In 2012, the Leon County Board of County Commissioners adopted a Strategic Plan to establish<br />

priorities for guiding project implementation over a two-year period. With this plan, the Board<br />

undertook an initiative to redevelop Huntington Oaks Plaza (Lake Jackson Town Center;<br />

hereinafter referred to as Huntington), by expanding the Lake Jackson Branch Library and<br />

creating a new community center through a “Sense of Place” initiative.<br />

Pursuant to that effort, Planning staff conducted a community workshop on April 16, 2012 to<br />

facilitate public discussions that included a SWOT (Strengths, Weaknesses, Opportunities, and<br />

Threats) analysis, which resulted in various ideas and citizen map sketches. This participatory<br />

process established community priorities and infrastructure needs for Huntington. The goal of<br />

the workshop was to initiate the creation of a clear vision for the area that may be implemented<br />

over time in future budget cycles.<br />

Meeting attendees expressed strong support for the proposal, as well as commitment to remain<br />

involved in the planning process throughout implementation of the Huntington “Sense of Place”<br />

Initiative.<br />

Investments to Date<br />

To “Activate the Town Center,” a critical component of any placemaking effort, several key<br />

improvements to the Leon County Lake Jackson Branch Library were identified in the planning<br />

process. Through its recent expansion, the library is providing wireless access and a computer<br />

lab, as well as covered book drop-off for library patrons.<br />

Leon County recently celebrated the grand opening of the new Community Center adjacent to<br />

the library. Currently, the library is offering Story Time and Baby Time programs in the<br />

Community Center, together with several adult and teen book clubs. Other library programs will<br />

be planned for the community rooms in the future.<br />

To “Connect Places” within the area, the Leon County Public Works Department has several<br />

sidewalk extension projects planned, or nearing completion, in close proximity to the Huntington<br />

Town Center. A sidewalk has been completed along Fred George Road from North Monroe<br />

Street to Springwood Elementary School. Additionally, the Public Works Department is in the<br />

process of resurfacing Fred George Road and installing guardrails to reduce the number and<br />

severity of accidents. County staff will seek assistance from the Florida Department of<br />

Transportation (FDOT) and Capital Regional Transportation Planning Agency (CRTPA) to fund<br />

additional sidewalks on North Monroe Street, as well as implement intersection improvements to<br />

enhance pedestrian safety.<br />

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Title: Acceptance of the Lake Jackson Town Center at Huntington “Sense of Place” Initiative<br />

June 18, 2013<br />

Page 3<br />

Analysis:<br />

Vision and Goals<br />

The public comments received in the community workshop provided a clear image of how<br />

citizens in the Huntington area would like to see their community grow. The participants have<br />

encouraged redevelopment of the Huntington Town Center – supported by outdoor events,<br />

connectivity to existing trails and demarcation as a unique local destination. The comments were<br />

organized by major themes, whose ideas, proposals and concerns were used to formulate specific<br />

goals in the district. These goals generally comprise the following three major headings:<br />

Reinvesting in the Community Center<br />

1. Creating a Center<br />

2. Activating the Center<br />

3. Defining the Place<br />

Improving Connections (Traveling between Places)<br />

4. Connecting Places<br />

5. Improving Safety for All Modes<br />

Utilizing Natural and Historical Resources (Surrounding neighborhoods, parks, etc.)<br />

6. Greening the Place<br />

7. Building a Community Voice<br />

Report<br />

The Huntington “Sense of Place” Initiative is summarized in a report that articulates the vision<br />

and goals of the community by providing numerous project ideas (Attachment #1). It is<br />

important to note that implementation is expected to occur as funding becomes available. Over<br />

time, as priorities change, the report may be amended to reflect the wishes of citizens residing in<br />

the area. With the understanding that this report is merely a non-committal policy guide for<br />

future improvements, Planning staff will continue meeting with the Huntington Working Group<br />

(once established) on a quarterly basis to assess progress and provide updates to the Board of<br />

County Commissioners every six months. Additionally, Planning staff will coordinate all<br />

programmatic and capital improvements with funding partners, as outlined in the report.<br />

Collaboration and Continued Focus<br />

A primary theme throughout the planning process has been coordination and cooperation<br />

between public and private entities to ensure the successful implementation of the placemaking<br />

goals. The community-building activities will be the responsibility of the neighborhoods, while<br />

infrastructure improvements will be the domain of public agencies. In cases where the<br />

responsibilities are not clearly defined, Planning staff will act as facilitators in helping<br />

community groups achieve specific tasks.<br />

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Title: Acceptance of the Lake Jackson Town Center at Huntington “Sense of Place” Initiative<br />

June 18, 2013<br />

Page 4<br />

The relationships forged during this “Sense of Place” initiative will be beneficial for<br />

implementation. As infrastructure projects are conceived, planned, designed, and constructed,<br />

Planning staff will continue to work with community groups to communicate information and<br />

invite public participation in an ongoing collaborative process.<br />

Options:<br />

1. Accept the Lake Jackson Town Center at Huntington “Sense of Place” Initiative; direct the<br />

inclusion of $100,000 as part of the FY2014 capital improvement program followed by<br />

$50,000 annually for plan implementation; and, authorize coordination with potential<br />

partners such as the City of Tallahassee and Florida Department of Transportation.<br />

2. Accept the Lake Jackson Town Center at Huntington “Sense of Place” Initiative; direct the<br />

inclusion of $50,000 as part of the FY 2014 budget process; and, authorize coordination with<br />

potential partners such as the City of Tallahassee and Florida Department of Transportation.<br />

3. Accept the Huntington “Sense of Place” Initiative and direct preparation of a budget<br />

discussion item for funding consideration in the FY 2014 budget process.<br />

4. Do not accept the Huntington “Sense of Place” Initiative.<br />

5. Board direction.<br />

Recommendation:<br />

Option #1.<br />

Attachment:<br />

1. Lake Jackson Town Center at Huntington “Sense of Place” Initiative Report<br />

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2<br />

Lake Jackson Town Center at Huntington<br />

“Sense of Place” Initiative<br />

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TALLAHASSEE-<strong>LEON</strong> <strong>COUNTY</strong><br />

DEPARTMENT<br />

PLACE - PLANNING, LAND MANAGEMENT AND COMMUNITY ENHANCEMENT<br />

Board of County Commissioners<br />

Bill Proctor, District 1<br />

Jane G. Sauls, District 2<br />

John E. Dailey, District 3<br />

Bryan Desloge, District 4<br />

Kristin Dozier, District 5<br />

Mary Ann Lindley, At-Large<br />

Nick Maddox, At-Large<br />

County Administration<br />

Lake Jackson Town Center at Huntington<br />

Vincent S. Long County Administrator<br />

Alan Rosenzweig Deputy County Administrator<br />

Tony Park PE Director of Public Works and Community Development<br />

leoncountyfl.gov<br />

Tallahassee-Leon County Planning Department<br />

Wayne Tedder, AICP Director<br />

Roxanne Manning, AICP Planning Manager<br />

Cherie Bryant, AICP Comprehensive Planning and Urban Design Division Manager<br />

Zach Galloway, AICP Senior Planner<br />

Jeremy Floyd, ASLA Senior Planner<br />

Earnest McDonald, AICP Principal Planner<br />

Frank Dietrich Graphic Designer<br />

Frenchtown Renaissance Center<br />

435 North Macomb Street<br />

Tallahassee FL 32301<br />

850.891.6400<br />

Mailing address:<br />

300 South Adams Street, A-24<br />

Tallahassee FL 32301<br />

talgov.com/planning<br />

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TABLE <strong>OF</strong> CONTENTS<br />

I. ‘Sense of Place’ Initiative 5<br />

II. History of the Area 7<br />

III. Demographics 9<br />

IV. Existing Conditions 11<br />

V. Creating a Cohesive District 13<br />

The Center 15<br />

GOAL 1: Create a Center 15<br />

GOAL 2: Activate the Center 15<br />

GOAL 3: Define the Place 16<br />

Connections 17<br />

GOAL 4: Connect Places 17<br />

GOAL 5: Improve Safety for All Modes 18<br />

The Ring 19<br />

GOAL 6: Green the Place 19<br />

GOAL 7: Build a Community Voice 20<br />

VI. Next steps 22<br />

VII. Sources 23<br />

Appendices 24<br />

A. Frequently Used Acronyms 24<br />

B. SWOT analysis 24<br />

C. Public comments 26<br />

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‘SENSE <strong>OF</strong> PLACE’<br />

INITIATIVE<br />

“to be a provider of essential services<br />

in our continuous efforts to make Leon<br />

County a place where people are healthy,<br />

safe, and connected to their community.”<br />

In 2012, the Leon County Board of County Commissioners adopted a<br />

Strategic Plan to establish priorities and guide project implementation for<br />

a two year period. In that Plan, the Board asserts that Quality of Life is a<br />

strategic priority, and pursuant to that, seeks “to be a provider of essential<br />

services in our continuous efforts to make Leon County a place where<br />

people are healthy, safe, and connected to their community.” Under this<br />

strategic priority, the Board undertook the following initiative:<br />

“Redevelop Lake Jackson Town Center at Huntington (formerly Huntington<br />

Oaks Plaza and hereafter referred to as the Huntington Town Center),<br />

which will house the expanded Lake Jackson branch library and new<br />

community center, through a ‘Sense of Place’ initiative.”<br />

Contained within this single directive are numerous moving parts. Already,<br />

the Departments of Facilities Management and Library Services are<br />

tasked with the physical renovations to the County-owned shopping center,<br />

including expansion of the branch library and creation of a new community<br />

center. However, there is more to creating a ‘sense of place’ than simply<br />

renovating a single site.<br />

An area with a ‘sense of place’ usually includes a recognizable center and a<br />

public gathering spot where everyone is welcome. There may also be retail<br />

services and places of employment, plenty of people on the move, and<br />

possibly organized events and activities. However, a place is more than the<br />

sum of its individual parts and typically has a shared character or identity.<br />

Tallahassee and Leon County has several burgeoning placemaking districts<br />

that are easily identifiable. Just as Midtown, the Market District, and<br />

Gaines Street are recognized entities with a shared character, Huntington<br />

has all the necessary pieces – strong neighborhoods, community schools,<br />

a beloved gathering spot at the library and plenty of retail destinations<br />

along N. Monroe Street – to become a strong, cohesive and recognizable<br />

‘sense of place’.<br />

No one knows more about a place than the people who live there,<br />

experience it every day and make it their own. Therefore, the Lake Jackson<br />

Town Center at Huntington Sense of Place Initiative is based on public<br />

involvement and input. Citizens from the surrounding neighborhoods,<br />

area business owners, patrons of the library and community organizations<br />

participated in table sessions that included map sketches and a SWOT<br />

(Strengths, Weaknesses, Opportunities and Threats) analysis. These public<br />

participatory tools established community priorities and infrastructure<br />

needs that will be incorporated into future budgets to achieve the<br />

community’s desired outcome.<br />

Lake Jackson Town Center at Huntington<br />

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This plan was largely guided by citizen input gathered during a<br />

public workshop and tabling session held on April 16, 2012.<br />

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HISTORY <strong>OF</strong> THE<br />

AREA<br />

Indian mounds<br />

More than eight centuries ago, Native Americans inhabited the area<br />

around Lake Jackson, just north of Tallahassee. The Apalachee peoples<br />

of the Mississippian culture were known as mound builders. Their society<br />

is believed to have had a well-organized political system residing in<br />

regional centers, such as the Lake Jackson site. A rich array of objects,<br />

including elaborate copper breast plates, shell beaded necklaces,<br />

bracelets, and anklets have been found in the area. These artifacts<br />

indicate religious and trading ties with other large, pre-historic Indian<br />

ceremonial centers. There is also evidence that the Native Americans<br />

along Lake Jackson flourished around A.D. 1200. The area was probably<br />

the regional political and religious center during the period A.D. 1200 to<br />

A.D. 1500. Its prominence as a regional center can be seen today at the<br />

200+ acre Lake Jackson Mounds Archeological State Park. The largest<br />

of the remaining excavated, earthen mounds is 278 feet by 312 ft. at<br />

the base and approximately 36 ft. in height. The 36-ft. high mounds<br />

would have offered grand views of the lake known as Okeeheepkee or<br />

‘Disappearing Waters’ in the local Native American language.<br />

Spanish Mission Period<br />

Following the Native American settlements, Spanish missionaries<br />

ventured into the hinterlands from their coastal St. Augustine outpost. By<br />

the mid-1500s, numerous missions had been established amongst the<br />

Apalachee peoples. The most famous of these locally was San Luis, but<br />

other smaller village missions can be found throughout present day Leon<br />

County. Slowly, the rivalries of Europe and the Caribbean materialized<br />

in Florida. With the establishment of the British colony in Georgia, the<br />

Spanish missions came under assault by both British troops and settlers.<br />

The Spanish missions would succumb to these repeated attacks, and the<br />

Florida territory transitioned to British control.<br />

Florida Territorial Period<br />

On March 30, 1822, the United States merged East Florida and part<br />

of West Florida into the Florida Territory. An agricultural economy had<br />

already emerged along the Lake Jackson shores when two significant<br />

plantations, Casa de Laga and the holdings of Colonel Robert Butler, were<br />

founded. Each of these plantations totaled more than 1000 acres, with<br />

nearly half in cultivation. By the turn of the 20 th Century, Casa de Laga<br />

had morphed into a hunting lodge for northern tourists, while operation of<br />

Lake Jackson Town Center at Huntington<br />

“Sense of Place” Initiative 7<br />

a grist mill continued on the former Butler property. Remains of the grist<br />

mill, supporting dam and slough can be seen today along the State Park<br />

interpretive trails.<br />

Lake Jackson, or Okeeheepkee – the<br />

disappearing waters<br />

Lake Jackson has drained at least seven times in recorded history. Early<br />

documentation notes a rapid overnight drainage of Lake Jackson in the<br />

winter of 1837. Another draining, which was attributed to the distant<br />

Charleston, South Carolina earthquake, occurred in 1891. Similar<br />

disappearances of lake portions occurred after periods of low rainfall in<br />

May and June of 1907 and 1909. In January, March and July of 1932,<br />

the Tallahassee Democrat reported the disappearance of the lake water<br />

and the death of stranded fish in the thousands. After each event, the<br />

lake was replenished by rainfall. Subsequent drainings occurred in 1957<br />

and 1982 following periods of low rainfall. More recently, in September<br />

1999, Lake Jackson drained into Porter Hole Sink over a period of several<br />

weeks. After the lake had completely drained, geologists were able to<br />

descend into the sink for a first-hand look at the karst features. In the<br />

summer of 2012, a smaller drawdown occurred when Porter Hole again<br />

opened.<br />

Fred George Road and Huntington Oaks<br />

Attachment #1<br />

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The lands surrounding Lake Jackson and those tracts owned by the<br />

Tallahassee Pecan Company experienced the same rapid suburban<br />

growth that hit the nation from the 1960s through the 1980s. In<br />

1973, the Board of County Commissioners approved the Huntington<br />

Development of Regional Impact (DRI), which included plans for 4,500<br />

residences, as well as over 40 acres of commercial, retail, and office<br />

development. These areas, located on both sides of Fred George Road<br />

and west of North Monroe Street, are now known as Huntington Estates,<br />

Plantation Woods, Settlers Springs and several other neighborhoods.<br />

While approved primarily for single family homes across the nearly 1,000<br />

acres, there were three commercial and apartment clusters planned at<br />

the intersections of Fred George Road and Mission Road, Old Bainbridge<br />

Road, and North Monroe Street. Today, much of the office development<br />

allocated near the Mission Road intersection has been acquired for a<br />

future City park. The apartment and townhouse aspects have not yet fully<br />

developed.<br />

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DEMOGRAPHICS Population<br />

Due to the extensive array of retail,<br />

services, and public amenities in close<br />

proximity, continued interest in this<br />

sector of Leon County is projected.<br />

StarMetro Bus<br />

Huntington is developed predominantly with low-density, single-family<br />

subdivisions. However, apartment communities have developed near a<br />

few major intersections. Due to the extensive array of retail, services,<br />

and public amenities in close proximity, continued interest in this sector<br />

of Leon County is projected.<br />

According to population projections based on 2011 data from the U.S.<br />

Census Bureau, areas within a 3-mile radius of the Town Center are<br />

expected to grow by 2.87 percent over the next 5 years. This is the<br />

same growth rate projected for Leon County, although projections are<br />

higher (3.65 percent) inside the City limits. Table 3.1 illustrates growth<br />

projections for Huntington over the next 5 years.<br />

Table 3.1. Population Growth Projections for Huntington<br />

2011 2016<br />

Population 37,717 38,886<br />

Households 15,810 16,316<br />

Families 8,805 8,984<br />

Source: U.S. Census Bureau<br />

Additionally, this growth reflects the composition of the larger Leon<br />

County community. Whereas the population figures for Leon County<br />

are often skewed by the large proportion of university aged residents,<br />

Huntington provides a clear picture of the local population. Regardless<br />

of the distance – 1 or 3 mile radii from the Plaza – the percentage of<br />

household types is relatively the same. Households with 2 or more<br />

people comprise approximately 75 percent of all households, with single<br />

occupant households making up the balance.<br />

Housing and Neighborhoods<br />

Huntington neighborhoods are stable with high rates of homeownership<br />

and low vacancies, which suggest they are highly desirable. According to<br />

recent data, the area has a higher percentage of homeownership (65%)<br />

than the whole of Leon County (55%). Similarly, vacancy rates across<br />

the County are 10.6 percent, but Huntington has a rate of less than 7<br />

percent. This positive data reflects the long established residential areas<br />

of Settlers Springs, Huntington Plantation and numerous subdivisions<br />

along the shores of Lake Jackson.<br />

Lake Jackson Town Center at Huntington<br />

“Sense of Place” Initiative 9<br />

Education<br />

Often the presence of certain retail establishments, personal services,<br />

employment centers, or park amenities are common explanations for<br />

housing desirability and demand. More often, however, the quality of<br />

local schools is the most important variable. There are no high schools<br />

or middle schools within the area, but elementary schools received<br />

high ratings (A and B) during the most recent State and National testing<br />

assessments.<br />

Commuting Habits<br />

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Huntington is served by two StarMetro bus routes, which travel along<br />

Mission Road and North Monroe Street before arriving at the Town<br />

Center. There, patrons can utilize bus transfers or a large parking area<br />

– a de facto park-and-ride – for travel to various southern points in the<br />

community. The vast majority of area residents use personal cars for<br />

travel, while only .7 percent utilizes public transit. While this seems<br />

minimal, it is comparable to bus ridership in the greater Leon County<br />

community. A slightly higher percentage (1.5%) is found within 1 mile<br />

of the Huntington Town Center. This can be attributed to higher density<br />

housing stock in close proximity to the transfer site and North Monroe<br />

Street. Despite the modest numbers, Huntington residents participating<br />

in the public involvement phase of this “Sense of Place” Initiative<br />

requested improved transit facilities at the shopping plaza and along the<br />

bus routes. Table 3.2 shows commuter practices in the area.<br />

Table 3.2. Commuter practices near Lake Jackson Town Center<br />

at Huntington<br />

Travel Mode Within 1 mile Within 3 miles<br />

Drove alone 2,358 (84.5%) 17,580 (86.7%)<br />

Carpooled 258 (9.3%) 1,859 (9.2%)<br />

Public transportation 42 (1.5%) 148 (0.7%)<br />

Bicycle 0 (0%) 39 (0.2%)<br />

Walk 0 (0%) 95 (0.5%)<br />

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10 Lake Jackson Town Center at Huntington<br />

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EXISTING CONDITIONS<br />

Leon County’s expansion of the existing<br />

branch library is expected to reinvigorate<br />

the Huntington Town Center.<br />

An Evolving Suburban Center<br />

The convergence of North Monroe Street, Fred George and Crowder<br />

Roads is the recognizable center of the loosely defined Huntington<br />

area. Walking at a normal pace, most adults can cover a mile in about<br />

5 minutes. Within a half-mile of the major intersection, Huntington area<br />

residents have access to numerous retail establishments, personal<br />

services, places of employment, and religious institutions. Community<br />

services like the public library and State Park are also nearby.<br />

Leon County’s expansion of the existing branch library is expected<br />

to reinvigorate the Huntington Town Center. With continued private<br />

investment and public support, the current development pattern – which<br />

is largely indistinct from other suburban shopping centers nationwide –<br />

can transform the area into a unique ‘sense of place’. Existing assets on<br />

which to establish a potential transformation of the district include the<br />

Huntington Boulder, which is considered a community landmark near the<br />

Fred George Road median at North Monroe Street. As one local resident<br />

described it, the County must “take care of our rock lovingly.” Such a<br />

statement makes it clear that local residents know their community and<br />

take ownership of it.<br />

A Green Corridor<br />

In addition to the built environment, a place can be defined by what is<br />

preserved. Many area citizens commented on their use of existing parks<br />

and the need to improve them or establish new ones. From the Lake<br />

Jackson Mounds Archeological State Park in the east to the recently<br />

acquired County park land near Capital Circle Northwest and City park<br />

land near Mission Road, Fred George Road is a green corridor where local<br />

residents have easy access to public parks at every turn. In fact, there is<br />

a park approximately every half-mile along the corridor.<br />

Parks + Open space<br />

On the eastern edge of the district, the Lake Jackson Eco-passage was<br />

completed in the summer of 2010. This environmentally sensitive wildlife<br />

project runs parallel to North Monroe Street (US Highway 27), directing<br />

wildlife to several culverts under the busy thoroughfare. The diversion<br />

walls pass one of the four boat ramp facilities in Huntington that are<br />

maintained by the Leon County Division of Parks and Recreation. Others<br />

Lake Jackson Town Center at Huntington<br />

“Sense of Place” Initiative 11<br />

are found at Faulk Drive, Crowder Road, and Fuller Road. The passive<br />

Jackson View Park is located just east of the intersection of North Monroe<br />

Street and Clara Kee Boulevard. Adjacent to the Fuller Road boat ramp,<br />

the recently constructed Okeeheepkee stormwater facility offers yet<br />

another recreational opportunity for area residents. Planned trails could<br />

connect to the Lake Jackson Mounds Archeological State Park. There<br />

are two large publicly owned tracts of land on the district’s western<br />

edge – the County’s Fred George Greenway that will be predominantly a<br />

passive park and the City’s Northwest Park at the corner of Fred George<br />

and Mission Roads. The County lands are scheduled for development<br />

in the near future, and the City park is a top priority for the Department<br />

of Parks, Recreation, and Neighborhood Affairs when funding becomes<br />

available.<br />

Trails + Greenways<br />

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Greenway linkages are proposed between the parks and boat ramps that<br />

dot the shoreline of Lake Jackson. Both the Tallahassee-Leon County<br />

Bicycle and Pedestrian Master Plan (2004) and the Greenways Master<br />

Plan (2004) recognize the benefits of a circumferential trail. However, the<br />

challenge of property acquisition may preclude that proposal. Instead,<br />

the Greenways Master Plan proposes a route of multi-use trails through<br />

public lands and quiet residential streets to make connections between<br />

the green spaces. These routes could connect the Okeeheepkee<br />

Pond to the state park and northward to Jackson View Park. In fact,<br />

the State of Florida acknowledged the need for the southern linkage<br />

in their Lake Jackson Mounds Archeological State Park management<br />

plan. In that plan, the Leon County-owned parcel to the south, known<br />

as Okeeheepkee Prairie, would be used to protect the lake-front marsh<br />

resources, construct a naturalistic stormwater treatment marsh and<br />

provide recreational opportunities through the development of a public<br />

park. Park plans include a walking trail around the storm water pond, a<br />

boardwalk to the lake and a picnic area. Because of the County parcel’s<br />

proximity to the State Park, there is potential to link these parks with a<br />

trail.<br />

Other publicly owned parcels along the Fred George Road corridor<br />

have potential to be converted to small pocket parks in conjunction<br />

with StarMetro transit stops. Other parcels are privately owned but<br />

may be largely undevelopable due to the abundance of on-site wetland<br />

features, thereby creating ideal locations for publicly accessible greenway<br />

connections from major destinations to surrounding neighborhoods.<br />

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CREATING A<br />

COHESIVE<br />

DISTRICT<br />

Lake Jackson Town Center at Huntington<br />

Today, the residential and commercial areas surrounding the Huntington Town<br />

Center lack a clear identity. There is a collection of residential areas along the Lake<br />

Jackson shoreline. To the west, a large swath of the area is covered with more<br />

residential subdivisions. In the center, there is a collection of shopping centers<br />

and a few community uses. This loose definition of ‘place’ and lack of a cohesive<br />

identity across the district underpins the simple and straightforward goals for the<br />

Huntington “Sense of Place” Initiative. As public and private investment continues<br />

and progress is made toward these goals, Huntington should develop a stronger<br />

identity recognizable to local residents and throughout Leon County.<br />

The Center<br />

GOAL 1: Create a Center<br />

GOAL 2: Activate the Center<br />

GOAL 3: Define the Place<br />

Connections<br />

GOAL 4: Connect Places<br />

GOAL 5: Improve Safety for All Modes<br />

The Ring<br />

GOAL 6: Green the Place<br />

GOAL 7: Build a Community Voice<br />

“Sense of Place” Initiative 13<br />

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Before<br />

After<br />

The Town Center<br />

Attachment #1<br />

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14 Lake Jackson Town Center at Huntington<br />

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Please see page 24 for an explanation of partner acronyms.<br />

Lake Jackson Town Center at Huntington<br />

The Center<br />

In urban settings, creating a sense of place often includes the design<br />

and construction of new public gathering spaces like a park, downtown<br />

square, or performance venue. Huntington has a different context. The<br />

existing Town Center presents an opportunity to define a unique identity.<br />

The public investment provides life in the form of an enlarged library and<br />

new community center. Beyond this, local residents need a reason to visit<br />

the newly renovated shopping center. This may take the form of weekly<br />

gatherings, monthly events or full tenancy by establishments that attract<br />

people. A place only establishes identity and becomes the recognizable<br />

community hub when citizens gather, participate, and take ownership of<br />

their public spaces. To that end, citizens’ comments have encouraged<br />

redevelopment of the Huntington Town Center to include outdoor reading<br />

areas for library parishioners and a walking trail around the site perimeter.<br />

Lastly, many residents felt the larger district around the Town Center could<br />

be better defined. Whether exiting Interstate 10 and traveling north or<br />

commuting into Tallahassee, as one travels on North Monroe Street, it should<br />

be clear and obvious that this is a distinct area. Fred George Road is a nicely<br />

landscaped thoroughfare that offers a model for this section of North<br />

Monroe Street.<br />

GOAL 1: CREATE A CENTER<br />

1.1 Renovate the Huntington Town Center<br />

Project Idea Implementation Partners Estimated Expense Status<br />

1.1.1 Improve façade, landscaping, and pedestrian connections in the plaza. FM High Complete<br />

1.1.2 Provide outdoor reading room for library patrons. FM Medium Under Construction<br />

1.1.3 Create a “Parcourse” around the center and connect to adjacent westward parcel. FM Medium Under Construction<br />

GOAL 2: ACTIVATE THE CENTER<br />

2.1 Programming possibilities for the Plaza<br />

Project Idea Implementation Partners Estimated Expense Status<br />

2.1.1 Establish a farmers market in plaza parking lot, possibly with temporary tents. FM, TFN, EXT Low Mid-term<br />

2.1.2 Explore outdoor music performances for area residents. FM, BA, NA Low Mid-term<br />

2.1.3 Create outdoor sidewalk cafes.<br />

2.2 Branch Library<br />

BA Low Mid-term<br />

Project Idea Implementation Partners Estimated Expense Status<br />

2.2.1 Explore extended library hours. (To be determined by the Board of County Commissioners) LIB Medium Long-term<br />

2.2.2 Provide wireless access and/or computer lab. FM Medium Complete<br />

2.2.3 Provide drop-off for access to book drop. FM Medium Under Construction<br />

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2.3 Community Center programming<br />

Project Idea Implementation Partners Estimated Expense Status<br />

2.3.1 Explore partnership with YMCA to provide County wide programming such as,<br />

• Programs to meet needs of seniors, satellite Sr. Center<br />

• Before and after school programs<br />

• Arts + Crafts, painting<br />

• Tutoring business needed<br />

• Small theatre (Shakespeare in the Park[ing Lot])<br />

• Dog training, through partnership with Division of Animal Control<br />

• Greater socialization, develop more opportunities for exercise<br />

• Educational evening classes<br />

• Library programs (Baby-time, Story-time and book clubs) (Complete)<br />

LIB, FM, TSC, YMCA, PRNA,<br />

P+R, area schools + universities<br />

Medium Under Consideration<br />

GOAL 3: DEFINE THE PLACE<br />

3.1 Huntington boulder<br />

Project Idea Implementation Partners Estimated Expense Status<br />

3.1.1 Raise the stature of the boulder as a true district landmark.<br />

• Create a landscape plan that accentuates the boulder<br />

• Explore combining boulder with a water feature<br />

• Prevent vandalism.<br />

3.2 Landscape<br />

City + County PW, PLNG Medium Long-term<br />

Project Idea Implementation Partners Estimated Expense Status<br />

3.2.1 Develop a streetscape plan for North Monroe Street that creates visual definition while<br />

FDOT, CRTPA, BCC, PW, High Long-term<br />

preserving sight-lines;<br />

• Formal streetscape (medians, sidewalks, street trees, lighting) between Cynthia Street and US Post Office.<br />

• Planted medians north and south of the more formal streetscape for a few blocks.<br />

PLNG,<br />

3.2.2 Improve Fred George Road median landscaping & provide better maintenance.<br />

City + County PW, PLNG Medium<br />

Mid- to Longterm<br />

3.3 Street lighting<br />

Project Idea Implementation Partners Estimated Expense Status<br />

3.3.1 Create a district lighting plan in coordination with electric utility providers and FDOT.<br />

• Increase street lighting to improve safety<br />

• Provide better maintenance to remove dark areas<br />

• Provide fixtures that are unique to the district, likely confine to the major axis: N. Monroe Street and Fred<br />

George/ Crowder Roads.<br />

• Consider undergrounding utilities on major roads where financially feasible.<br />

City + County PW, UTIL,<br />

PLNG, FDOT<br />

High Long-term<br />

Potential streetscape improvements on North Monroe Street.<br />

Attachment #1<br />

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Example of typical street lighting.<br />

16 Lake Jackson Town Center at Huntington<br />

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Many local residents utilize non-automotive<br />

forms of transportation.<br />

Newly constructed sidewalk on Fred George Road.<br />

Lake Jackson Town Center at Huntington<br />

Connections<br />

A recognized communal center, node or activity center, can only thrive if it<br />

is safe and convenient for travelers. Because of its suburban context that<br />

prioritizes automobile access, the Huntington shopping plaza is safe and<br />

convenient to motorists. Of course, significant portions of the population,<br />

including children and senior citizens, are unable or prefer not to drive.<br />

During the public workshop, numerous local residents commented that<br />

they would walk or ride a bicycle in the area if it were safe. From the wellworn<br />

trails that run along Fred George Road to the StarMetro patrons<br />

sitting on curbs, it has been demonstrated that many local residents utilize<br />

non-automotive forms of transportation. Basic non-automotive connections<br />

are needed on the surrounding roadways, including Old Bainbridge, which<br />

is a designated canopy road. Sidewalks should connect all the major<br />

destinations with the surrounding neighborhoods. In some locations, public<br />

rights-of-way are available but streets were never constructed. Therefore,<br />

the rights-of-ways are well placed for future multi-use trails or greenways. A<br />

well interconnected district should also be linked to points beyond, such as<br />

downtown Tallahassee or other neighborhoods. Two StarMetro routes run<br />

through the district. One route (Big Bend) travels North Monroe Street and<br />

the other (Forest) travels Mission and Fred George Roads, with a transfer<br />

point at the Huntington Town Center that attracts potential patrons. Along<br />

with better connected sidewalks, transit boarding and lighting upgrades are<br />

needed at all stops along the routes.<br />

GOAL 4: CONNECT PLACES<br />

4.1 Pedestrian facilities<br />

Project Idea Implementation Partners Estimated Expense Status<br />

4.1.1 Construct sidewalks on major thoroughfares, as follows.<br />

• Fred George Road. (Complete from Monroe St. to Springwood Elementary School)<br />

• N. Monroe Street.<br />

• Old Bainbridge Road.<br />

City + County PW, PLNG, CRTPA,<br />

FDOT<br />

High Long-term,<br />

partially<br />

complete<br />

4.1.2 Develop trail network between residential areas, commercial corridors, and schools. PW, P+R, PRNA, PLNG, LCS High Long-term<br />

4.2 Bicycle facilities<br />

Project Idea Implementation Partners Estimated Expense Status<br />

4.2.1 Explore bike paths throughout area, either off-road or bike lanes.<br />

4.3 Transit<br />

City + County PW High Long-term<br />

Project Idea Implementation Partners Estimated Expense Status<br />

4.3.1 Improve StarMetro facilities to include safe, well lit shelter. SM High Under Construction<br />

4.3.2 Relocate bus transfer location closer to library/ community center frontage. FM, SM Medium Under Construction<br />

4.3.3 Explore potential permanent Park + Ride program at the Huntington Town Center FM, SM, BA Medium Long-term<br />

“Sense of Place” Initiative 17<br />

Attachment #1<br />

Page 17 of 30<br />

Potential greenway or bicycle connections can create active options to access the Town Center.<br />

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GOAL 5: IMPROVE SAFETY FOR ALL MODES<br />

5.1 Roadway Intersections<br />

Project Idea Implementation Partners Estimated Expense Status<br />

5.1.1 Create safe pedestrian crossings on N. Monroe Street at all intersections. City + County PW, FDOT Medium Mid- to Long-term<br />

5.1.2 Provide pedestrian refuge islands in the medians at major intersections. City + County PW, FDOT High Long-term<br />

5.1.3 Increase pedestrian crossing times on N. Monroe Street. City + County PW, FDOT Low Short-term<br />

5.1.4 Crosswalk upgrades (e.g., continental striping, brick pavers, etc.) across N. Monroe Street. City + County PW, FDOT Medium to High Mid- to Long-term<br />

5.2 Traffic safety<br />

Project Idea Implementation Partners Estimated Expense Status<br />

5.2.1 Review sight lines on Fred George Road and remove vegetative obstructions, such as shrubbery or<br />

rocks.<br />

City PW Low Mid-term<br />

5.2.2 Research means to tame traffic on N. Monroe Street, which is a district divider. Implement final recommendations<br />

as part of streetscape enhancement (Action 3.2.1)<br />

PW, PLNG, FDOT Low Mid-term<br />

Attachment #1<br />

Page 18 of 30<br />

Example of potential pedestrian crossing upgrade at North Monroe Street and Fred George<br />

Road.<br />

18 Lake Jackson Town Center at Huntington<br />

“Sense of Place” Initiative<br />

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Vacant property immediately west of the County-owned Huntington town center.<br />

Example of typical park with baseball fields.<br />

Lake Jackson Town Center at Huntington<br />

The Ring<br />

As noted earlier, the well regarded elementary schools, a beautiful resource in<br />

Lake Jackson, and numerous commercial offerings in close proximity make the<br />

neighborhoods surrounding the Huntington Town Center highly desirable. But,<br />

active recreational facilities, such as athletic fields and courts are missing. Local<br />

residents recognize this deficiency, and local officials have prioritized the northwest<br />

quadrant with the future development of two large parks. In addition, there<br />

are other recreational opportunities that need attention. For example, comments<br />

from local residents noted that area boat ramps should be redesigned to<br />

include benches for enjoying the sunset. Others felt the history of the Lake Jackson<br />

Mounds were not well publicized, nor were they well signed for those driving<br />

by. Such historical sites should be better incorporated into the local community.<br />

Next, the creation of new public green space has several benefits, and one of<br />

those can be as a transportation corridor. Citizens saw this duality immediately<br />

when discussing the large wetland and floodplain systems west of the shopping<br />

plaza. Though already protected by a conservation easement, extending a multiuse<br />

trail through the forest to connect the surrounding neighborhoods would<br />

broaden that benefit by providing public recreational opportunities and shortening<br />

bicycle and pedestrian travel times to the library. The abundance of recreational<br />

amenities is a valuable asset for the long-term stability of area neighborhoods.<br />

Lastly, these stable neighborhoods and local businesses need a unified<br />

voice. Throughout the community, small business groups have been organizing.<br />

Huntington should be no different. Just as neighborhood associations form to<br />

advocate for specific issues, so too should area businesses have an organized<br />

voice.<br />

GOAL 6: GREEN THE PLACE<br />

6.1 Parkland<br />

Project Idea Implementation Partners Estimated Expense Status<br />

6.1.1 Explore Re-purposing vacant public lands as pocket parks and pedestrian connections. PW, P+R, PLNG High Long-term<br />

6.1.2 Provide connectivity to (Fred George Greenway) with full size baseball field and axillary facilities. P+R, PRNA High In design<br />

6.2 Greenways and Trails<br />

Project Idea Implementation Partners Estimated Expense Status<br />

6.2.1 Explore development of a greenway through vacant property immediately west of the county-owned<br />

Huntington Town Center that will create a connection between the library and neighborhoods to the north.<br />

FM, P+R, PLNG High Long-term<br />

6.2.2 Explore the continuance of greenway connections across Fred George Road to Swatts Road, running<br />

parallel to N. Monroe Street.<br />

P+R, PLNG High Long-term<br />

6.2.3 Explore coordination with Florida State Parks system to establish pedestrian connections to the Lake<br />

Jackson Mounds State Park and a north-south greenway through the property.<br />

P+R, PLNG Medium Mid-term<br />

“Sense of Place” Initiative 19<br />

Attachment #1<br />

Page 19 of 30<br />

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6.3 Lake Jackson amenities<br />

Project Idea Implementation Partners Estimated Expense Status<br />

6.3.1 Improve awareness of and signage for Lake Jackson Mounds Archeological State Park, possibly<br />

incorporate into official community wayfinding system.<br />

PW, PLNG, FL State Parks, VT Medium Mid-term<br />

6.3.2 Connect public properties – parks and boat ramps – with a shoreline trail around Lake Jackson. PW, PLNG, Blueprint2000 High Long-term<br />

6.3.3 Improve Jackson View Park by considering permanent bathrooms. PW, P+R High Long-term<br />

6.3.4 Provide park facilities – picnic table & grill, gazebo, landscaping, etc. – at boat landings at Lake<br />

Jackson for those without a boat.<br />

PW, P+R High Under Consideration<br />

GOAL 7: BUILD A COMMUNITY VOICE<br />

7.1 Local Businesses<br />

Project Idea Implementation Partners Estimated Expense Status<br />

7.1.1 Establish a business association to provide voice for district businesses. BA, COC, LOT, ED+BP Low Mid-term<br />

7.1.2 Improve appearances of area business properties. BA Medium Continuous<br />

7.1.3 Utilize empty buildings to provide businesses desired by public:<br />

BA, FM Varied, depends on Continuous<br />

• New family-oriented restaurants.<br />

• Outdoor seating at restaurants.<br />

• Better retail.<br />

•Compatible uses for neighborhoods, such as child care.<br />

• Family-oriented businesses.<br />

the structure and site.<br />

7.1.4 Develop a marketable name identity for the district (e.g., Lake Jackson Town Center at Huntington)<br />

7.2 Neighborhoods<br />

BA Low Long-term<br />

Project Idea Implementation Partners Estimated Expense Status<br />

7.2.1 Organize neighborhood associations; Need some assistance and education. NA, CONA Low Continuous<br />

7.2.2 Improve neighborhood services to address concerns with rental and student/ transient residents.<br />

ADDITIONAL ITEMS<br />

NA, CONA Low Mid-term<br />

Project Idea Implementation Partners Estimated Expense Status<br />

A.1 Explore Code revisions to mandate roll out containers for all residential properties. ECD, County + City Solid Waste Low Long-term<br />

A.2 Neighborhood associations participate in Adopt-a-Road programs on area roads. NA, KTLCB Low Mid-term<br />

A.3 County should establish a regional recycling station in prominent location. County Solid Waste Low Short-term<br />

A.4 Increase Code enforcement of illegal snipe signs in public right of way. ECD Low Short-term<br />

Example of pedestrian wayfinding signage that can also help brand the area.<br />

Legend<br />

Status<br />

Short-term: < 1 year<br />

Mid-term: 1-3 years<br />

Long-term: > 3 years<br />

Estimated Expense<br />

Low: < $10,000<br />

Medium: > $10,000 < $100,000<br />

High: > $100,000<br />

Attachment #1<br />

Page 20 of 30<br />

20 Lake Jackson Town Center at Huntington<br />

“Sense of Place” Initiative<br />

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Lake Jackson Town Center at Huntington<br />

“Sense of Place” Initiative 21<br />

Attachment #1<br />

Page 21 of 30<br />

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NEXT<br />

STEPS<br />

The Huntington “Sense of Place” Initiative includes goals and tasks that<br />

can be best achieved by local government and other tasks that private<br />

citizens can handle. Coordination and cooperation between public and<br />

private entities is essential to successful implementation of the “Sense of<br />

Place” Initiative. Success will be achieved only through continued effort<br />

by all the involved parties.<br />

Future Updates<br />

Due to the scope and scale of some tasks, long term implementation<br />

through the annual budget process is necessary. - However, other minor<br />

actions can be achieved in a shorter timeframe. The Tallahassee-Leon<br />

County Planning Department will chart progress on these goals and make<br />

annual reports to the Board of County Commissioners.<br />

During the public workshop, one citizen said he felt the northwest was<br />

the, “forgotten side of town.” Through implementation of the Huntington<br />

“Sense of Place” Initiative, the Board of County Commissioners intends<br />

to change that sentiment and, in so doing, create a recognizable district<br />

that is well known throughout the community.<br />

Attachment #1<br />

Page 22 of 30<br />

22 Lake Jackson Town Center at Huntington<br />

“Sense of Place” Initiative<br />

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SOURCES<br />

Lake Jackson Town Center at Huntington<br />

2015-2040 City of Tallahassee and Unincorporated Leon County projections: Tallahassee-Leon County Planning Department, March 2012.<br />

ESRI Demographic and Income Profile Report, 2011.<br />

Florida Geological Survey, www.dep.state.fl.us/geology/geologictopics/jacksonsink.htm (Retrieved June 4, 2012).<br />

Florida State Parks, www.floridastateparks.org/lakejackson/ (Retrieved June 4, 2012).<br />

Lake Jackson Mounds Archeological State Park, Unit Management Plan: State of Florida, Department of Environmental Protection, Division of<br />

Recreation and Parks, February 6, 2004.<br />

Leon County and City of Tallahassee Estimate, 2015-2040, Leon County projections: University of Florida, Bureau of Economic and Business<br />

Research (BEBR), 2011.<br />

U.S. Census Bureau, Census 2010 Summary File 1, www.census.gov. (Retrieved June 6, 2012).<br />

U.S. Census Bureau, 2005-2009 American Community Survey, www.census.gov. (Retrieved June 6, 2012).<br />

“Sense of Place” Initiative 23<br />

Attachment #1<br />

Page 23 of 30<br />

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APPENDIX A<br />

Frequently Used Acronyms<br />

BA Future Business Association<br />

BCC Leon County Board of County Commissioners<br />

COC Greater Tallahassee Chamber of Commerce<br />

CRTPA Capital Region Transportation Planning Agency<br />

ECD City Economic and Community Development Department<br />

(includes Code Enforcement Division)<br />

ED+BP Leon County Office of Economic Development<br />

and Business Partnerships<br />

EXT Leon County Cooperative Extension Service<br />

FDOT Florida Department of Transportation<br />

FM Leon County Facilities Management<br />

KTLB Keep Tallahassee-Leon County Beautiful<br />

LCS Leon County Schools<br />

LIB Leon County Library Service<br />

LOT Locally Owned Tallahassee<br />

NA Neighborhood Associations<br />

PLNG Tallahassee-Leon County Planning Department<br />

P+R Leon County Division of Parks and Recreation<br />

PRNA City Parks, Recreation, and Neighborhood Affairs Department<br />

PW Leon County Public Works Department<br />

SM StarMetro<br />

TFN Tallahassee Food Network<br />

TSC Tallahassee Senior Center<br />

UTIL City various utilities: Electric, Gas, Solid Waste, Stormwater, etc.<br />

VT Visit Tallahassee/Tourist Development Council<br />

APPENDIX B<br />

SWOT ANALYSIS<br />

Strengths<br />

• Easy access to other points, Close to shopping (grocer + drugstore) and other services<br />

(Fire Dept., church, schools), Close to work, stores, downtown (5)<br />

• Unique neighborhood characteristics, Quiet neighborhoods, Good neighbors (3)<br />

• Library is in good location, active, covers different interests, and has a dedicated staff (3)<br />

• Lake Jackson (2)<br />

• Not congested like the NE (2)<br />

• YMCA<br />

• Boulder landmark<br />

• Parks<br />

• Trees! Wooded areas<br />

• Mixture of housing<br />

• Mixture of ages<br />

• Limited access<br />

Weaknesses<br />

Pedestrians<br />

• Lack of sidewalks, especially in front of the Plaza (4)<br />

• Condition of the sidewalks<br />

• Poor connections between businesses<br />

• Not enough pedestrian time to cross Monroe St.<br />

• Lack of lighted crosswalks, low ped safety<br />

• Poor lighting in certain areas<br />

Identity<br />

• Lack of identity, need signage<br />

Landscaping<br />

• Overgrown foliage needs better maintenance (2)<br />

• Not enough landscaping<br />

• Not enough green on the map (parks)<br />

• Lack median landscaping on Monroe<br />

Traffic safety<br />

• Sight line issues on Fred George Rd (large oaks, rocks, @ Walgreens drive, etc.) (2)<br />

• Negative bank curves on Fred George Rd.<br />

• Concern about traffic safety on Monroe and Fred George.<br />

• Fred George Road is dangerous<br />

Security/ Law enforcement<br />

• Home break-ins<br />

• Emergency call boxes needed<br />

Attachment #1<br />

Page 24 of 30<br />

24 Lake Jackson Town Center at Huntington<br />

“Sense of Place” Initiative<br />

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• Wooded/ ravine areas are homeless encampments (2)<br />

• Trash on roadways<br />

• Local businesses<br />

• Not enough restaurants<br />

• Empty buildings that could be utilized<br />

• Messy business properties<br />

• Enough fast food in area<br />

Transit<br />

• Transit vehicles park too far from Library and Comm. Center<br />

• Bus waiting area is not pleasant, lack shelters<br />

Plaza-specific<br />

• Flooding in Plaza parking lot<br />

• Few ADA parking spaces in Plaza<br />

• Need covered drop-off for library patrons and book drop off (II)<br />

• Library has limited hours<br />

• Plaza’s SWMF not a good use of space<br />

• Lack of community programs, especially senior oriented<br />

Lake Jackson<br />

• Limited access without a boat<br />

• Parks disappeared at boat ramps, replaced with parking lot for trailers<br />

• Lacks visibility from US 27, trees block views<br />

Opportunities<br />

Pedestrians/ Bicycles<br />

• Walking trails/ Bike paths between neighborhoods & to the schools (3)<br />

• More sidewalks (3)<br />

• Fred George Rd sidewalks,<br />

• Sidewalks north on US 27 to surrounding neighborhoods<br />

• Pedestrian refuges at major intersections to improve pedestrian safety.<br />

• Improve/ create safer pedestrian crossings on N. Monroe<br />

• Crosswalk upgrades (Brick) across US 27<br />

• Improve street lighting (2)<br />

• Landscaping/ Streetscape<br />

• Neighborhood lighting plan – distinct light fixture, address dark areas<br />

• The Rock<br />

• Landscape/ Improve area around boulder, treat it as a landmark, “Take<br />

care of our rock lovingly”<br />

• Move the Rock into the Plaza, but keep it prominent/ focal point<br />

• Create better gateway, move rock to shopping center<br />

• Beautification (plaza or larger area?)<br />

• Install planted medians on N. Monroe, Landscape the US 27 medians,<br />

Create gateway from I-10 to the area, Streetscape improvements for<br />

N. Monroe, including nice street lights (5)<br />

Lake Jackson Town Center at Huntington<br />

“Sense of Place” Initiative 25<br />

Attachment #1<br />

Page 25 of 30<br />

• Median improvements/ increased planting/ better maintenance on<br />

Fred George Rd.<br />

• Increase landscaping in area<br />

Local businesses<br />

• New family-oriented or sit-down restaurants (like Cracker Barrel, Red<br />

Elephant, etc.) (2)<br />

• Outdoor seating at restaurants<br />

• Better retail is welcome<br />

• Compatible uses for neighborhoods, such as child care and<br />

restaurants<br />

• Tax collector needs a local presence<br />

• Family-oriented businesses of all types in the Plaza<br />

Transit<br />

• Improved StarMetro waiting area with shelters, safe, and well lit (3)<br />

• Expand Park + Ride program<br />

Plaza-specific<br />

• Weekly Farmers Market in plaza parking lot, possibly with a pavilion (2)<br />

• Outdoor reading room (II)<br />

• Walking/ exercise course around center<br />

- “Parcourse” around the center and adjacent lot to the west.<br />

- Create walking paths around SWMF and through adjacent westward<br />

parcel<br />

• Community gardens<br />

• Christmas decorations in plaza and on Fred George Rd.<br />

• Upgrade wood retaining wall in Plaza to improve looks<br />

Library<br />

• Provide reading area in front of the library, hopefully with a small café<br />

• Wireless in library, comfortable seating area<br />

• Need longer library hours<br />

Community Center<br />

• Once decided, publicize the Community Center programming<br />

• YMCA/ Community center partnership for programming (2), such as…<br />

- Tutoring business needed<br />

- Possibility to develop a teen center (2)<br />

- Develop a small theatre<br />

- Community center that will meet needs of seniors<br />

- Before and after school programs at Comm. center<br />

- Community center programming: Dog training, Arts + Crafts, Senior<br />

activities, like a satellite Sr. Center<br />

- Neighborhood recreation center<br />

- Greater socialization, develop more opportunities for exercise<br />

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Open Space/ Parks<br />

• Develop parks for the area<br />

• Create a small Lake Ella with amenities, trails, fish, observation<br />

decks, etc.<br />

• Improve signage for Lake Jackson Mounds state park<br />

• Create active park in the area, within walking distance<br />

• Create lake side trails around Lake Jackson<br />

• Improve Jackson View Park with permanent bathrooms and basic<br />

walking trail<br />

• Security/ Law enforcement<br />

• Police/sheriff sub-station needed in area<br />

• Trash<br />

• Adopt-a-Road programs on area roads<br />

• Recycling station made more prominent<br />

• Other<br />

• Networking with other communities<br />

• Middle school in the area<br />

Threats<br />

• Possible internet cafes, other LULUs<br />

• Current land use change (Comp Plan amendment)<br />

• Fast traffic on Monroe St. acts as divider of area – as more walk to library/<br />

comm. center, it will be an issue.<br />

• Sight lines on Fred George Rd. (shrubs & trees, placement of rocks for left<br />

turning vehicles into the Plaza, exit from Walgreens onto Fred George) (3)<br />

• Width of Old Bainbridge Rd. for sidewalks – is it adequate?<br />

• Homeless/ transient population in open space areas – safety concerns<br />

• Safety for seniors on foot<br />

• Poor lighting, streets lights need better maintenance (2)<br />

• Safety/ security on multiple levels<br />

• Snipe signs are illegal in ROW and detract from area aesthetics<br />

• Vandalism of the Rock<br />

APPENDIX C<br />

ORGANIZED COMMENTS: PUBLIC WORKSHOP GENERAL COMMENTS AND SWOT ANALYSIS<br />

[Numbers in parenthesis indicate multiple related comments]<br />

Connectivity<br />

• Sidewalks needed (4)<br />

• Fred George Road (4)<br />

• Connecting sidewalks/ trails between neighborhoods, community center, schools (3)<br />

• N. Monroe Street, north on US 27 to surrounding neighborhoods (2)<br />

• Old Bainbridge Road, is width adequate for sidewalks?<br />

• Improve condition of existing sidewalks<br />

• Bicycle facilities<br />

- Bike paths needed, either off-road or bike lanes (3)<br />

• Transit is an asset<br />

• Improved StarMetro waiting area with shelters, safe, and well lit (5)<br />

• Expand Park + Ride program (2)<br />

• Relocate bus transfer location closer to library/ community center frontage<br />

• Covered waiting area needed<br />

• Need better access to transit<br />

• Intersection upgrades<br />

• Improve/ create safer pedestrian crossings on N. Monroe (3)<br />

• Pedestrian refuges at major intersections to improve pedestrian safety.<br />

• Increase pedestrian crossing times on N. Monroe St.<br />

• Crosswalk upgrades (e.g., brick) across US 27<br />

• Traffic safety<br />

• Sight lines on Fred George Rd. (shrubs & trees, placement of rocks for left turning<br />

vehicles into the Plaza, exit from Walgreens onto Fred George) (5)<br />

• Heavy, fast traffic on Monroe St. acts as divider of area – as more walk to library/ comm.<br />

center, it will be an issue. (2)<br />

• Address safety for seniors on foot<br />

Streetscape + Landscaping<br />

• Landscaping<br />

• Planted medians on N. Monroe, Landscape the US 27 medians, Create gateway from<br />

I-10 to the area, Streetscape improvements for N. Monroe, including nice street lights (7)<br />

• Gateway treatment for N. Monroe, south of Lake Jackson. (2)<br />

• Median improvements/ increased planting/ better maintenance on Fred George Rd.<br />

• Increase landscaping in area<br />

Attachment #1<br />

Page 26 of 30<br />

26 Lake Jackson Town Center at Huntington<br />

“Sense of Place” Initiative<br />

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• Street lighting<br />

• Improve street lighting, better maintenance (5)<br />

• Nicer fixtures<br />

• Increase number for walker safety<br />

- Neighborhood lighting plan – distinct light fixture, address dark areas<br />

• Huntington boulder<br />

• Move the Rock into the Plaza, but keep it prominent/ focal point (3)<br />

• Landmark, do not move (3)<br />

- Landscape/ Improve area around boulder<br />

- Treat it as a landmark, “Take care of our rock lovingly”<br />

Parks and Open Space<br />

• General<br />

• Develop parks for the area<br />

• Create active park in the area, within walking distance<br />

• Passive/ Walking loop<br />

• Continue connections across the street from the Shopping Plaza (2)<br />

• Create a small Lake Ella with amenities, trails, fish, observation decks, etc.<br />

• Vacant property immediately adjacent and west of the Shopping Plaza<br />

- Create fitness trail around the on-site SWMF that is safe and attractive<br />

• Lake Jackson<br />

• Improve signage for Lake Jackson Mounds state park<br />

• Create lake side trails around Lake Jackson<br />

• Improve Jackson View Park with permanent bathrooms and basic walking trail<br />

• Improve access to the lake for those without a boat<br />

• Recreate parks at boat landings – parks disappeared at boat ramps, replaced with<br />

parking lot for trailers<br />

• Improve landscaping for US27 adjacent to Lk. Jackson that improves visibility of lake<br />

Business development<br />

• Business Assistance<br />

• Business association needed<br />

• Empty buildings that could be utilized<br />

• Messy business properties<br />

• Businesses desired for area<br />

• New family-oriented or sit-down restaurants (like Cracker Barrel, Red Elephant, etc.) (3)<br />

• Not enough restaurants, but enough fast food in area<br />

• Outdoor seating at restaurants<br />

• Better retail is welcome<br />

• Compatible uses for neighborhoods, such as child care and restaurants<br />

• Tax collector needs a local presence<br />

• Family-oriented businesses of all types in the Plaza<br />

Lake Jackson Town Center at Huntington<br />

“Sense of Place” Initiative 27<br />

Attachment #1<br />

Page 27 of 30<br />

Community Center or Library programming<br />

• Library<br />

• Library is in good location, active, covers different interests, and has<br />

a dedicated staff (3)<br />

• Need longer library hours (2)<br />

• Wireless access and/or computer lab needed (2)<br />

• Need covered drop-off for library patrons and book drop off (2)<br />

• Provide reading area in front of the library, hopefully with a small café<br />

• Comfortable seating area<br />

• Community Center<br />

• Once decided, publicize the Comm. Center programming<br />

• Senior programs are available as soon as the infrastructure is ready<br />

• YMCA/ Community center partnership for programming (3), such as…<br />

- Programs to meet needs of seniors, satellite Sr. Center (3)<br />

- Develop a teen center (2)<br />

- Before and after school programs (2)<br />

- Arts + Crafts, painting (2)<br />

- Neighborhood recreation center (2)<br />

- YMCA needs a pool<br />

- Tutoring business needed<br />

- Small theatre<br />

- Dog training<br />

- Greater socialization, develop more opportunities for exercise<br />

- Educational evening classes<br />

Shopping Plaza<br />

• Built concepts<br />

• Outdoor reading room (2)<br />

• Reading room and sidewalk cafes preferred.<br />

• Repurpose the SWMF for the shopping center<br />

• Walking/ exercise course around center<br />

- “Parcourse” around the center and adjacent lot to the west.<br />

- Create walking paths around SWMF and through adjacent westward<br />

parcel<br />

• Upgrade wood retaining wall in Plaza to improve looks<br />

• Flooding in Plaza parking lot<br />

• Few ADA parking spaces in Plaza<br />

• Programming possibilities<br />

• Community garden (3)<br />

• Farmers market in plaza parking lot, possibly with a pavilion (3)<br />

• Put the center back on the tax rolls<br />

• Outdoor music opportunities<br />

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Other<br />

• Christmas decorations in plaza and on Fred George Rd.<br />

Neighborhood assistance<br />

• How can we organize a neighborhood association? Need some assistance and education<br />

• Improved neighborhood services, rental/ transient residents are a problem<br />

Security/ Law enforcement<br />

• Homeless/ transient population in open space areas – safety concerns (3)<br />

• Police/sheriff sub-station needed in area<br />

Nuisance Issues<br />

• Mandatory trash containers for in-town lots, just like the City requires<br />

• Trash<br />

- Adopt-a-Road programs on area roads (2)<br />

- Recycling station made more prominent<br />

• Snipe signs are illegal in ROW and detract from area aesthetics<br />

• Vandalism of the Rock<br />

Other<br />

• Feel the NW is the “forgotten side of town.”<br />

• Need to network with other communities<br />

• Middle school would be amenity for NW area<br />

Attachment #1<br />

Page 28 of 30<br />

28 Lake Jackson Town Center at Huntington<br />

“Sense of Place” Initiative<br />

Page 201 of 631 Posted at 6:15 p.m. on June 10, 2013


Lake Jackson Town Center at Huntington<br />

“Sense of Place” Initiative 29<br />

Attachment #1<br />

Page 29 of 30<br />

Page 202 of 631 Posted at 6:15 p.m. on June 10, 2013


Lake Jackson Town Center at Huntington<br />

“Sense of Place” Initiative<br />

Attachment #1<br />

Page 30 of 30<br />

30 Lake Jackson Town Center at Huntington<br />

“Sense of Place” Initiative<br />

Page 203 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #11<br />

Page 204 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #11<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Approval of Detailed Work Plan Budget for Florida Department of<br />

Agriculture and Consumer Services Arthropod/Mosquito Control State Aid<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Vincent S. Long, County Administrator<br />

Tony Park, P.E., Director, Public Works and Community<br />

Development<br />

Dale Walker, Director of Operations<br />

Glen Pourciau, Stormwater Superintendent<br />

Fiscal Impact:<br />

This item is associated with a State grant in the amount of $18,500. The grant requires a dollar<br />

for dollar match. The County mosquito control program’s proposed FY13-14 budget provides<br />

adequate funding to meet the match requirement.<br />

Staff Recommendation:<br />

Option # 1: Approve the Detailed Work Plan Budget for Florida Department of Agriculture<br />

and Consumer Services Arthropod/Mosquito Control State Aid, and authorize the<br />

Chairman to execute (Attachment #1); and, authorize the County Administrator to<br />

execute an Agreement, in a form approved by the County Attorney.<br />

Page 205 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Approval of Detailed Work Plan Budget for Florida Department of Agriculture and<br />

Consumer Services Arthropod/Mosquito Control State Aid<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

Since the late 1950's, Leon County has received State funds for mosquito control. The<br />

anticipated funding is included in the Leon County annual budget each year and supports several<br />

mosquito control functions. Board review of State funding occurs during budget workshops and<br />

public hearings. Again, this year, the Department of Agriculture and Consumer Services<br />

(DACS) has required that the signed Detailed Work Plan Budget be submitted to its office by<br />

July 15, 2013, without exception.<br />

The Detailed Work Plan Budget, in the amount of $591,251, is an approximate budget for FY14.<br />

The County’s final Mosquito Control budget will be adopted by the Board during the public<br />

hearings in September and will be reflected in the State Certified Budget.<br />

Analysis:<br />

For Leon County to receive State Mosquito Control funds, there are three steps that must be<br />

completed.<br />

1. The County must submit a Detailed Work Plan Budget to DACS by July 15, 2013.<br />

2. Leon County must execute an agreement with DACS for receiving Arthropod/Mosquito<br />

Control State Aid; however, DACS has not yet provided the Agreement to the County. It<br />

will not tie either party to a funding figure. The Agreement simply says that the County will<br />

comply with state rules and regulations governing the funding.<br />

3. The Board is required to adopt a State Certified Budget during the FY2014 Budget Adoption<br />

Public Hearings in September.<br />

Options:<br />

1. Approve the Detailed Work Plan Budget for Florida Department of Agriculture and<br />

Consumer Services Arthropod/Mosquito Control State Aid, and authorize the Chairman to<br />

execute; and, authorize the County Administrator to execute an Agreement, in a form<br />

approved by the County Attorney.<br />

2. Do not approve the Detailed Work Plan Budget for Florida Department of Agriculture and<br />

Consumer Services Arthropod/Mosquito Control State Aid.<br />

3. Board direction.<br />

Recommendation:<br />

Option #1.<br />

Attachment:<br />

1. Detailed Work Plan Budget for Florida Department of Agriculture and Consumer Services<br />

Arthropod/Mosquito Control State Aid<br />

Page 206 of 631 Posted at 6:15 p.m. on June 10, 2013


ADAM H. PUTNAM<br />

Florida Department of Agriculture and Consumer Services<br />

Division of Agricultural Environmental Services<br />

DETAILED WORK PLAN BUDGET - ARTHROPOD CONTROL<br />

Section 388.341, F. S. and 5E-13.022(1) and (3), F. A. C.<br />

Telephone Number (850) 617-7997<br />

RECOMMENDED FOR APPROVAL: FOR FISCAL YEAR BEGINNING OCTOBER 1, 20 13<br />

PREPARED BY: Glen Pourciau<br />

DATE: DATE:<br />

APPROVED BY: <strong>COUNTY</strong> or DISTRICT <strong>LEON</strong><br />

APPROVED BY:<br />

BUREAU <strong>OF</strong> ENTOMOLOGY AND PEST CONTROL AUTHORITY: CHAPTER 388.341, F.S.<br />

DATE: DATE:<br />

PAGE 1 <strong>OF</strong> 2<br />

ACCOUNT<br />

311<br />

334.1<br />

362<br />

337<br />

361<br />

364<br />

369<br />

380<br />

389<br />

DACS-13623 Rev. 08/08<br />

TITLE<br />

RECEIPTS<br />

Ad Valorem (Current/Delinquent)<br />

State Grant<br />

Equipment Rentals<br />

Grants and Donations<br />

Interest Earnings<br />

Equipment and/or Other Sales<br />

Misc./Refunds (prior yr expenditures)<br />

Other Sources<br />

Loans<br />

PERIOD OR<br />

QUANTITY<br />

ENDING SEPTEMBER 30, 20 14<br />

RATE OR<br />

UNIT TOTAL COST<br />

LOCAL STATE<br />

$ 572,751.00<br />

$<br />

TO BE PAID FROM<br />

18,500.00<br />

GENERAL<br />

EXPENSE<br />

05/24/2013<br />

CAPITAL<br />

FOR <strong>COUNTY</strong> OR<br />

DISTRICT USE ONLY<br />

Submit to:<br />

Bureau of Entomology and Pest<br />

Control<br />

3125 Conner Blvd, Suite N,<br />

MS C-41<br />

Tallahassee, FL 32399-1650<br />

CHAIRMAN, <strong>BOARD</strong> <strong>OF</strong> <strong>COUNTY</strong> <strong>COMMISSIONERS</strong><br />

PROGRAM ELEMENTS<br />

Attachment #1<br />

Page 1 of 2<br />

Page 207 of 631 Posted at 6:15 p.m. on June 10, 2013


ADAM H. PUTNAM<br />

Florida Department of Agriculture and Consumer Services<br />

Division of Agricultural Environmental Services<br />

DETAILED WORK PLAN BUDGET - ARTHROPOD CONTROL<br />

Section 388.341, F. S. and 5E-13.022(1) and (3), F. A. C.<br />

Telephone Number (850) 617-7997<br />

RECOMMENDED FOR APPROVAL: FOR FISCAL YEAR BEGINNING OCTOBER 1, 20 13 PREPARED BY: Glen Pourciau<br />

DATE: DATE:<br />

APPROVED BY: <strong>COUNTY</strong> or DISTRICT <strong>LEON</strong><br />

APPROVED BY:<br />

BUREAU <strong>OF</strong> ENTOMOLOGY AND PEST CONTROL AUTHORITY: CHAPTER 388.341, F.S.<br />

DATE: DATE:<br />

PAGE 2 <strong>OF</strong> 2<br />

ACCOUNT<br />

10<br />

20<br />

30<br />

40<br />

41<br />

42<br />

43<br />

44<br />

45<br />

46<br />

47<br />

48<br />

49<br />

51<br />

52.1<br />

52.2<br />

52.3<br />

52.4<br />

52.5<br />

54<br />

55<br />

60<br />

71<br />

72<br />

81<br />

83<br />

89<br />

99<br />

DACS-13623 Rev. 08/08<br />

Regular Salary & Wages.<br />

TITLE<br />

EXPENDITURES<br />

Personal Services<br />

ENDING SEPTEMBER 30, 20 14<br />

TO BE PAID FROM PROGRAM ELEMENTS<br />

PERIOD OR RATE OR<br />

GENERAL<br />

QUANTITY UNIT TOTAL COST LOCAL STATE EXPENSE CAPITAL<br />

Administrative Assoc. llI - 720004 $ 28,499.00 $ 28,499.00<br />

$ 28,499.00<br />

Mosquito Control Supervisor-722020 $ 39,350.00 $ 39,350.00<br />

$ 39,350.00<br />

Sr. Mosquito Control Tech-723008 $ 28,341.00 $ 28,341.00<br />

$ 28,341.00<br />

Mosquito Control Technician-723007 $ 24,153.00 $ 24,153.00<br />

$ 24,153.00<br />

Mosquito Control Technician-723009 $ 24,017.00 $ 24,017.00<br />

$ 24,017.00<br />

Consolidated Mosquito Control OPS staff $ 84,705.00 $ 84,705.00<br />

$ 84,705.00<br />

216 - COLA $ - $ -<br />

$ -<br />

Overtime $ 1,000.00 $ 1,000.00<br />

$ 1,000.00<br />

Total<br />

Personal Services Benefits<br />

$ 230,065.00 $ 230,065.00<br />

$ 230,065.00<br />

FICA Taxes $ 17,699.00 $ 17,699.00<br />

$ 17,699.00<br />

Deferred Compensation $ 636.00 $ 636.00<br />

$ 636.00<br />

Retirement $ 16,078.00 $ 16,078.00<br />

$ 16,078.00<br />

Life & Health Insurance $ 42,862.00 $ 42,862.00<br />

$ 42,862.00<br />

Worker's Compensation $ 13,746.00 $ 13,746.00<br />

$ 13,746.00<br />

Total<br />

Operating Expense<br />

$ 91,021.00 $ 91,021.00<br />

$ 91,021.00<br />

Uniforms $ 3,276.00 $ 3,276.00<br />

$ 3,276.00<br />

Aerial Larviciding Contract $ 11,475.00 $ 11,475.00<br />

$ 11,475.00<br />

Total<br />

Travel & Per Diem<br />

$ 14,751.00 $ 14,751.00<br />

$ 14,751.00<br />

FMCA Fall Conference $ 1,556.00 $ 1,206.00 $ 350.00 $ 1,556.00<br />

Dodd short Courses $ 4,400.00 $ 2,200.00 $ 2,200.00 $ 4,400.00<br />

Total Travel and Per Diem<br />

Communication Serv<br />

$ 5,956.00 $ 3,406.00 $ 2,550.00 $ 5,956.00<br />

Cell Telephones charges $ 240.00 $ 240.00<br />

$ 240.00<br />

Wireless Connection for Laptops $ 6,888.00 $ 6,888.00<br />

$ 6,888.00<br />

Suncom/Centrex charges $ 230.00 $ 230.00<br />

$ 230.00<br />

Total<br />

Freight Services<br />

$ 7,358.00 $ 7,358.00<br />

$ 7,358.00<br />

Postage, Freight $ 2,000.00 $ 2,000.00<br />

$ 2,000.00<br />

Total<br />

Utility Service<br />

$ 2,000.00 $ 2,000.00<br />

$ 2,000.00<br />

Used Tire Recycling Program $ 4,800.00 $ 4,800.00<br />

$ 4,800.00<br />

Total<br />

Rentals & Leases<br />

$ 4,800.00 $ 4,800.00<br />

$ 4,800.00<br />

Insurance<br />

Vehicle $ 9,568.00 $ 9,568.00<br />

$ 9,568.00<br />

Helicopter Hull & Libility Insurance $ - $ -<br />

$ -<br />

Total<br />

Repairs & Maintenance<br />

$ 9,568.00 $ 9,568.00<br />

$ 9,568.00<br />

Maintenance of Automotive Equipment $ 16,370.00 $ 16,370.00<br />

$ 16,370.00<br />

Maintenance of Other Equipment $ 3,228.00 $ 3,228.00<br />

$ 3,228.00<br />

Total<br />

Printing and Binding<br />

$ 19,598.00 $ 19,598.00<br />

$ 19,598.00<br />

Printing for Educational Material $ 2,335.00 $ 1,835.00 $ 500.00 $ 2,335.00<br />

Total<br />

Promotional Activities<br />

$ 2,335.00 $ 1,835.00 $ 500.00 $ 2,335.00<br />

Production Cost Television PSA $ 7,400.00 $ 4,000.00 $ 3,400.00 $ 7,400.00<br />

Total<br />

Other Charges<br />

$ 7,400.00 $ 4,000.00 $ 3,400.00 $ 7,400.00<br />

Office Supplies<br />

Office Supplies for MC Director & Staff $ 1,326.00 $ 1,326.00<br />

$ 1,326.00<br />

Total<br />

Gasoline/Oil/Lube<br />

$ 1,326.00 $ 1,326.00<br />

$ 1,326.00<br />

Gasoline & Diesel $ 29,370.00 $ 29,370.00<br />

$ 29,370.00<br />

Total<br />

Chemicals<br />

$ 29,370.00 $ 29,370.00<br />

$ 29,370.00<br />

Bti Granules $ 66,215.00 $ 54,165.00 $ 12,050.00 $ 66,215.00<br />

Vectolex CG $ 16,992.00 $ 16,992.00<br />

$ 16,992.00<br />

Anvil $ 50,116.00 $ 50,116.00<br />

$ 50,116.00<br />

Permanone RTU $ 9,000.00 $ 9,000.00<br />

$ 9,000.00<br />

Total<br />

Protective Clothing<br />

$ 142,323.00 $ 130,273.00 $ 12,050.00 $ 142,323.00<br />

Misc. Supplies<br />

Safety Supplies $ 3,600.00 $ 3,600.00<br />

$ 3,600.00<br />

General Supplies<br />

$ 6,272.00 $ 6,272.00<br />

$ 6,272.00<br />

Domestic Surveillance Supplies<br />

$ 808.00 $ 808.00<br />

$ 808.00<br />

Mosquitofish Supplies $ 4,000.00 $ 4,000.00<br />

$ 4,000.00<br />

WNV/EEE Surveillance Supplies<br />

$ 8,400.00 $ 8,400.00<br />

$ 8,400.00<br />

Total<br />

Tools & Implements<br />

$ 23,080.00 $ 23,080.00<br />

$ 23,080.00<br />

Publications & Dues<br />

FL Mosquito Control Assoc. for Staff $ 300.00 $ 300.00<br />

$ 300.00<br />

Total<br />

Training<br />

$ 300.00 $ 300.00<br />

$ 300.00<br />

Capital Outlay<br />

Principal<br />

Interest<br />

Aids to Government Agencies<br />

Other Grants and Aids<br />

Contingency (Current Year)<br />

Payment of Prior Year Accounts<br />

Total Budget $ 591,251.00 $ 572,751.00 $ 18,500.00 $ 591,251.00<br />

05/24/2013<br />

Attachment #1<br />

Page 2 of 2<br />

FOR <strong>COUNTY</strong> OR<br />

DISTRICT USE ONLY<br />

Submit to:<br />

Bureau of Entomology and Pest<br />

Control<br />

3125 Conner Blvd, Suite N,<br />

MS C-41<br />

Tallahassee, FL 32399-1650<br />

CHAIRMAN, <strong>BOARD</strong> <strong>OF</strong> <strong>COUNTY</strong> <strong>COMMISSIONERS</strong><br />

Page 208 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #12<br />

Page 209 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #12<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Approval of Agreements Pertaining to Consumption of Compressed Natural<br />

Gas<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

Maggie Theriot, Director, Resource Stewardship<br />

Fiscal Impact:<br />

This item has a fiscal impact. Reflective of royalties, revenues are anticipated to Leon County<br />

annually in the amount of $12,000.<br />

Staff Recommendation:<br />

Option #1: Approve the Compressed Natural Gas Agreement between Leon County and Leon<br />

County Schools (Attachment #1), and authorize the Chairman to execute.<br />

Option #2: Approve the Compressed Natural Gas Fueling and Royalty Agreement between<br />

Leon County and Nopetro (Attachment #2), and authorize the Chairman to<br />

execute.<br />

Page 210 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Approval of Agreements Pertaining to Consumption of Compressed Natural Gas<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

During the December 11, 2012 meeting, the Board approved issuance of an Invitation to Bid<br />

(ITB) for the exclusive franchise to provide waste collection services in unincorporated<br />

Leon County. As a component of the Waste Collection bid, the use of Compressed Natural Gas<br />

(CNG) collection vehicles was stipulated. The bid required 10% of the waste collection fleet be<br />

fueled by CNG at commencement of the agreement and potentially increasing to 100% of the<br />

fleet within seven years. Additionally, at the December meeting, the Board authorized the<br />

County Administrator to explore opportunities to partner with Nopetro, provided it would not<br />

raise the cost of waste collection services.<br />

WastePro was deemed the lowest responsive and responsible bidder and as a result was awarded<br />

the Franchise Agreement for Solid Waste Collection Service, herein after “Franchise<br />

Agreement.” As a component of their bid response, WastePro committed to exceeding the<br />

minimum threshold of 10% fleet and purchasing a majority of its fleet in vehicles utilizing CNG.<br />

This agenda item addresses use of alternative fuels, which is essential to the following FY2012<br />

and FY2013 Strategic Initiative that the Board approved at the January 29, 2013 meeting:<br />

“Implement strategies to promote renewable energy and sustainable practices, including:<br />

consider policy for supporting new and existing community gardens on County property<br />

and throughout the County; complete construction of the Leon County Cooperative<br />

Extension net-zero energy building; consider financial alternatives for commercial PACE;<br />

further develop clean-green fleet initiatives”;<br />

This particular Strategic Initiative aligns with the Board’s Strategic Priorities, Environment:<br />

(EN2) Promote orderly growth, which protects our environment, preserves our charm,<br />

maximizes public investment, and stimulates better and more sustainable economic<br />

returns. (2012)<br />

(EN4) Reduce our carbon footprint, realize energy efficiencies, and be a catalyst for<br />

renewable energy, including solar. (2012)<br />

Analysis:<br />

Nopetro operates a “fast fuel” facility, located within a mile of the Gum Road Transfer Station,<br />

at 1152 Capital Circle SW, Tallahassee, FL 32304 (near the corner of Capital Circle SW and<br />

Hwy 20). This facility is owned in partnership with Leon County Schools (LCS), with Nopetro<br />

providing and operating the fueling infrastructure. As a component of their partnership, LCS<br />

receives a royalty payment for every gallon-equivalent of fuel processed at the station. The<br />

Franchise Agreement with WastePro stipulates the use of Nopetro fueling station as the provider<br />

of CNG to all waste collection vehicles, utilizing CNG fuel.<br />

Page 211 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Approval of Agreements Pertaining to Consumption of Compressed Natural Gas<br />

June 18, 2013<br />

Page 3<br />

Although the Franchise Agreement is the principal document pertaining to use of CNG fuel, two<br />

additional agreements are necessary to protect the County’s and WastePro’s interests and ensure<br />

viable service. An Interlocal Agreement with LCS to provide backup alternative service should<br />

Nopetro not perform its duties has been drafted (Attachment #1). An Agreement between Leon<br />

County and Nopetro would, among other things, provide for a royalty payment (Attachment #2).<br />

The term of both Agreements mirrors that of the Franchise Agreement, which is seven years with<br />

an optional renewal of three years.<br />

The School Board is considering the Interlocal Agreement with Leon County during its<br />

June 11, 2013 meeting. In the event that Nopetro fails to make sufficient quantities of CNG fuel<br />

available to meet the needs of Waste Pro in performing its obligations under their agreement<br />

with the County, an alternative resource must be made available. Should Nopetro fail to make<br />

sufficient quantities of CNG fuel available to WastePro for a period in excess of three days, Leon<br />

County would need to take appropriate action to ensure that the solid waste collection needs of<br />

the community were met. An Emergency Fuel Plan has been developed that would provide<br />

alternatives. Leon County intends to enter into an agreement with LCS in which the School<br />

Board will agree to procure, receive, compress, sell, and dispense CNG fuel at the site that<br />

Nopetro currently operates. Should the Nopetro site be inoperable for any reason, renovations<br />

would be made to a smaller location on Connor Blvd. that is solely owned and operated by LCS.<br />

These enhancements would be paid for through funds derived by use of a performance bond.<br />

The County’s agreement with Nopetro contains a fuel price guarantee whereby Nopetro fuel<br />

would be sold to Leon County and Waste Pro at the lowest price in Leon County. Should<br />

another CNG fuel provider offer CNG at a lower cost, Nopetro must lower their price to match.<br />

The price paid by Waste Pro per diesel gallon equivalent (DGE) is the same cost to Leon County<br />

fleet vehicles. Currently, that rate is an average of $2.55 per DGE. For each DGE dispensed to<br />

Waste Pro, Nopetro shall pay a royalty of ¢8.5 to Leon County. Based upon of the anticipated<br />

fuel consumption of Waste Pro, Leon County anticipates an annual royalty payment of<br />

approximately $12,000.<br />

Through this initiative, environmental and sustainability priorities of the Board are being<br />

furthered; while, at the same time, providing a new revenue stream. Collectively, the three<br />

agreements (Franchise Agreement, LCS, and Nopetro) provide the necessary safeguards to<br />

ensure waste collection services remain viable.<br />

Options:<br />

1. Approve the Compressed Natural Gas Interlocal Agreement between Leon County and Leon<br />

County Schools, and authorize the Chairman to execute.<br />

2. Approve the Compressed Natural Gas Fueling and Royalty Agreement between Leon County<br />

and Nopetro, and authorize the Chairman to execute.<br />

3. Board direction.<br />

Recommendation:<br />

Options #1 and #2.<br />

Attachments:<br />

1. Compressed Natural Gas Fueling Interlocal Agreement with Leon County Schools<br />

2. Compressed Natural Gas Fueling and Royalty Agreement with Nopetro<br />

Page 212 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 1 of 8<br />

COMPRESSED NATURAL GAS FUELING AGREEMENT<br />

THIS AGREEMENT, made and entered into this _____ day of ____________, 2013,<br />

by and between the SCHOOL <strong>BOARD</strong> <strong>OF</strong> <strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong>, a public body<br />

corporate under the laws of the State of Florida (“School Board”), and <strong>LEON</strong> <strong>COUNTY</strong>, a<br />

political subdivision of the State of Florida (“County”).<br />

RECITALS<br />

WHEREAS, the School Board and County wish to enter into an agreement that will<br />

ensure that solid waste collection services will continue to be provided to the unincorporated area<br />

of Leon County in an effective and efficient manner; and<br />

WHEREAS, the County has conducted a bid process to procure solid waste collection<br />

services and intends to enter into an agreement (“Waste Collection Agreement”) with Waste Pro,<br />

Inc. (“Contractor”); and<br />

WHEREAS, the Waste Collection Agreement will set forth requirements for the<br />

Contractor to utilize waste collection vehicles (“Vehicles”) fueled by compressed natural gas<br />

(“CNG”); and<br />

WHEREAS, School Board and Nopetro Tallahassee, Inc. (“Nopetro”) are parties to that<br />

certain Fuel Supply Agreement and Lease Agreement made as of July 26, 2011 relating to the<br />

fueling of vehicles owned and operated by School Board at a CNG fueling station operated by<br />

Nopetro in Leon County, Florida (“Station”); and<br />

WHEREAS, the Parties desire to promote the use of alternative fuels and sustainable<br />

practices that contribute to the accomplishment of its public purposes and missions; and<br />

WHEREAS, the School Board intends to provide CNG fuel to Contractor Vehicles in the<br />

event Nopetro is unable to provide CNG fuel in sufficient quantities for Contractor to operate its<br />

Vehicles; and<br />

WHEREAS, The School Board operates a CNG fueling station located at 283 Connor<br />

Boulevard, Tallahassee, FL 32311 (Alternate Station); and<br />

WHEREAS, the County and School Board desire to enter into an agreement to<br />

accomplish the public purposes set forth in these recitals.<br />

NOW, THEREFORE, in consideration of the following mutual promises and covenants,<br />

and other good and valuable consideration, the sufficiency of which is being acknowledged, the<br />

School Board and County hereby agree as follows:<br />

1. Term.<br />

The Term of this Agreement shall commence on October 1, 2013 and shall<br />

continue until September 30, 2020, unless earlier terminated pursuant to the terms<br />

of this Agreement. This Agreement shall be extended automatically for one<br />

additional three (3) year term unless written notice of a Party’s intent not to<br />

extend the Agreement is provided to the other Party not less than twenty-four (24)<br />

months prior to the end of the original term.<br />

Page 213 of 631 Posted at 6:15 p.m. on June 10, 2013


2. Conditions Precedent.<br />

a. The following Conditions Precedent are the responsibility of the County<br />

who shall promptly notify the School Board upon satisfaction of each:<br />

1. The County and Contractor shall enter into a Waste<br />

Collection Agreement on or before July 1, 2013;<br />

2. The County and Nopetro shall enter into a Fueling<br />

Agreement on or before July 1, 2013.<br />

b. If either of the Conditions Precedent set forth in Section 2(a)(1)-(2) are not<br />

satisfied by the County on or before July 1, 2013, then either Party shall have the<br />

right to terminate this Agreement by notice to the other Party within thirty (30)<br />

days after the applicable deadline. Termination in accordance with this Section 2<br />

of the Agreement shall not be considered a default hereunder, and the Parties shall<br />

have no further liability hereunder in respect to this Agreement.<br />

c. The following is a Condition Precedent to the obligation of School Board<br />

to provide the Contractor the ability to purchase Fuel from School Board upon the<br />

terms and conditions herein contained at or from the Station or Alternate Station<br />

and otherwise comply with the provisions of Section 3:<br />

Nopetro fails to provide sufficient quantities of Fuel for<br />

Contractors Vehicles as are necessary for the Contractor to<br />

perform its obligations to the County in accordance with the terms<br />

and conditions of the Waste Collection Agreement.<br />

3. School Board Obligations.<br />

The School Board has the following obligations under this Agreement:<br />

a. procure, receive, compress, sell and dispense Fuel at the Station or<br />

Alternate Station to Contractor at the Fuel Price set forth and calculated in<br />

accordance with Exhibit A, attached hereto and made a part hereof, to fuel<br />

Vehicles in sufficient quantities as are necessary for the Contractor to perform its<br />

obligations to the County in accordance with the terms and conditions of the<br />

Waste Collection Agreement;<br />

b. during all operating hours of the Station or Alternate Station, make not<br />

less than one Fuel dispenser at Station or Alternate Station available for the<br />

fueling of Contractor's Vehicles;<br />

c. sell and dispense Fuel at the Station or Alternate Station to the County at<br />

the Fuel Price set forth and calculated in accordance with Exhibit A, for use in<br />

County Vehicles;<br />

2<br />

Attachment #1<br />

Page 2 of 8<br />

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Attachment #1<br />

Page 3 of 8<br />

d. reasonably cooperate and coordinate with the Contractor and the County<br />

with respect to the hours of sale and dispensing of Fuel at the Station or Alternate<br />

Station;<br />

e. operate, service, repair and maintain the Station or Alternate Station and<br />

all equipment appurtenant thereto in accordance industry standards in order to be<br />

able to perform its obligations hereunder;<br />

f. dispense Fuel at the Station or Alternate Station that meets minimum<br />

industry standards and the requirements of applicable laws for motor fuel;<br />

g. install and maintain a point of sale system on the dispensers at the Station<br />

or Alternate Station to measure and record sales of Fuel in GGEs, identify taxable<br />

and tax-exempt transactions and charge the correct amount, including fuel taxes,<br />

as applicable to Contractor;<br />

h. issue an invoice to Contractor at the end of each week (Monday through<br />

Sunday) for Fuel purchased in such week.<br />

4. County Obligations.<br />

The County shall have the following obligations under this Agreement:<br />

a. require the Contractor to purchase Fuel necessary to operate Contractors<br />

Vehicles in the performance of its duties and obligations under the Waste<br />

Collection Agreement;<br />

b. require the Contractor to reasonably cooperate and coordinate with the<br />

School Board with respect to the hours of sale and dispensing of Fuel at the<br />

Station;<br />

c. compensate the School Board for any improvements made to the Station<br />

or Alternate Station, in an amount not to exceed Three Hundred Fifty Thousand<br />

($350,000) Dollars, made necessary as a result of the School Board being required<br />

to procure, receive, compress, sell and dispense Fuel to the Contractor pursuant to<br />

the provisions hereof;<br />

d. cooperate and coordinate with School Board to promote the use of Fuel as<br />

fuel for motor vehicles.<br />

5. Termination.<br />

If either Party fails to comply with any of the terms or conditions of this<br />

Agreement or defaults in any of its obligations under this Agreement and shall<br />

fail, within thirty (30) calendar days after written notice from the other Party, to<br />

correct such default or noncompliance, the non-defaulting Party may, at its option,<br />

forthwith terminate this Agreement after Section 6 provisions have been complied<br />

with.<br />

3<br />

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6. Dispute Resolution.<br />

a. The Parties shall attempt to resolve any disputes that arise under this<br />

Agreement in good faith and in accordance with this Section. The provisions of<br />

the "Florida Governmental Conflict Resolution Act" shall not apply to disputes<br />

under this Agreement, as an alternative dispute resolution process, is hereby<br />

encompassed within this Section 6. The aggrieved Party shall give written notice<br />

to the other Party, setting forth the nature of the dispute, date of occurrence (if<br />

known), and proposed resolution, hereinafter referred to as the "Dispute Notice".<br />

b. The appropriate School Board and County department heads shall meet at<br />

the earliest opportunity, but in any event within ten (10) days from the date the<br />

Dispute Notice is received, to discuss and resolve the dispute. If the dispute is<br />

resolved to the mutual satisfaction of both, the department heads shall report their<br />

decision, in writing, to the Superintendent of Schools and the County<br />

Administrator.<br />

c. If the department heads are unable to reconcile the dispute, they shall<br />

report their impasse to the Superintendent of Schools and the County<br />

Administrator who shall then convene a meeting at their earliest opportunity, but<br />

in any event within 20 days following receipt of the Dispute Notice, to attempt to<br />

reconcile the dispute.<br />

d. If a dispute is not resolved by the foregoing steps within thirty (30) days<br />

after receipt of the Dispute Notice, unless such time is extended by mutual<br />

agreement of the Parties, then either Party may require the dispute to be submitted<br />

to mediation by delivering written notice thereof (the "Mediation Notice") to the<br />

other Party. The mediator shall meet the qualifications set forth in Rule<br />

10.100(d), Florida Rules for Mediators, and shall be selected by the Parties within<br />

10 days following receipt of the Mediation Notice. If agreement on a mediator<br />

cannot be reached in that 10-day period, then either Party can request that a<br />

mediator be selected by an independent conflict resolution organization, and such<br />

selection shall be binding on the Parties. The costs of the mediator shall be borne<br />

equally by the Parties.<br />

e. If an amicable resolution of a dispute has not been reached within sixty<br />

(60) calendar days following selection of the mediator, or by such later date as<br />

may be mutually agreed upon by the Parties, then such dispute may be referred to<br />

binding arbitration by either Party. Such arbitration shall be conducted in<br />

accordance with the Florida Arbitration Code (Chapter 682, Florida Statutes).<br />

f. Such arbitration shall be initiated by delivery, from one Party (the<br />

“Claimant”) to the other (the “Respondent”), of a written demand therefor<br />

containing a statement of the nature of the dispute and the amount, if any,<br />

involved. The Respondent, within ten (10) days following its receipt of such<br />

demand, shall deliver an answering statement to the Claimant. After the delivery<br />

of such statements, either Party may make new or different claims by providing<br />

the other with written notice thereof specifying the nature of such claims and the<br />

amount, if any, involved.<br />

4<br />

Attachment #1<br />

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g. Within ten (10) days following the delivery of such demand, each Party<br />

shall select an arbitrator and shall deliver written notice of that selection to the<br />

other. If either Party fails to select an arbitrator within such time, the other Party<br />

may make application to the court for such appointment in accordance with the<br />

Florida Arbitration Code. Within ten (10) days following delivery of the last of<br />

such written notices, the two arbitrators so selected shall confer and shall select a<br />

third arbitrator. Each of the arbitrators so appointed shall have experience in local<br />

government, School Board or transportation / vehicular fueling issues.<br />

h. The arbitration hearing shall be commenced in Leon County, Florida<br />

within sixty (60) days following selection of the third arbitrator. Except as may<br />

be specifically provided herein, the arbitration shall be conducted in accordance<br />

with Rules R-23 – R-48, of the Commercial Arbitration Rules of the American<br />

Arbitration Association.<br />

7. Indemnification<br />

To the extent permitted by law and subject to the limitations, conditions, and<br />

requirements of Section 768.28, Florida Statutes, which the Parties do not waive,<br />

each Party agrees to indemnify, defend and hold harmless the other Party, their<br />

officials, officers, and employees, from and against all liabilities, damages, costs<br />

and expenses, resulting from or arising out of any acts or omissions by the<br />

indemnifying Party, or its officials, officers, or employees, relating in any way to<br />

performance under this Agreement.<br />

8. General Provisions.<br />

a. Governing Law and Venue. This Agreement shall be governed by and<br />

construed in accordance with the laws of the State of Florida. Any action to<br />

enforce any of the provisions of this Agreement shall be maintained in<br />

Tallahassee, Leon County, Florida.<br />

b. Waiver. Failure to insist upon strict compliance with any term, covenant<br />

or condition of this Agreement shall not be deemed a waiver of it. No waiver or<br />

relinquishment of a right or power under this Agreement shall be deemed a<br />

waiver of that right or power at any other time.<br />

c. Modification. This Agreement shall not be extended, changed or<br />

modified, except in writing duly executed by the Parties hereto.<br />

d. Binding Effect. This Agreement shall be binding upon the successors and,<br />

subject to below, assigns of the Parties hereto.<br />

e. Assignment. Because of the unique nature of the relationship between the<br />

Parties and the terms of this Agreement, neither Party hereto shall have the right<br />

to assign this Agreement or any of its rights or responsibilities hereunder to any<br />

third Party without the express written consent of the other Party to this<br />

Agreement, which consent shall not unreasonably be withheld.<br />

5<br />

Attachment #1<br />

Page 5 of 8<br />

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f. Entire Agreement. This Agreement constitutes the entire agreement<br />

between the Parties with respect to the matters contained herein, and all prior<br />

agreements or arrangements between them with respect to such matters are<br />

superceded by this Agreement.<br />

g. Headings. Headings in this Agreement are for convenience only and shall<br />

not be used to interpret or construe its provisions.<br />

h. Ambiguity. This Agreement has been negotiated by the Parties with the<br />

advise of counsel and, in the event of an ambiguity herein, such ambiguity shall<br />

not be construed against any Party as the author hereof.<br />

i. Public Bodies. It is expressly understood between the Parties that the<br />

School Board is a public body corporate under the laws of the State of Florida and<br />

that the County is a political subdivision of the State of Florida. Nothing<br />

contained herein shall be construed as a waiver or relinquishment by either of the<br />

Parties to claim such exemptions, privileges or immunities as may be provided to<br />

that Party by law.<br />

j. Force Majeure. A Party shall be excused from performance of an<br />

obligation under this Agreement to the extent, and only to the extent, that such<br />

performance is affected by a “Force Majeure Event” which term shall mean any<br />

cause beyond the reasonable control of the Party affected, except where such<br />

Party could have reasonably foreseen and reasonably avoided the occurrence,<br />

which materially and adversely affects the performance by such Party of its<br />

obligation under this Agreement. Such events shall include, but not be limited to,<br />

an act of God, disturbance, hostility, war, or revolution; strike or lockout;<br />

epidemic; accident; fire; storm, flood, or other unusually severe weather or act of<br />

nature; or any requirements of law.<br />

k. Cost(s) and Attorney Fees. In the event of litigation between the Parties to<br />

construe or enforce the terms of this Agreement or otherwise arising out of this<br />

Agreement, the prevailing Party in such litigation shall be entitled to recover from<br />

the other Party its reasonable costs and attorneys fees incurred in maintaining or<br />

defending the subject litigation. The term litigation shall include appellate<br />

proceedings.<br />

l. Severability. It is intended that each Section of this Agreement shall be<br />

viewed as separate and divisible, and in the event that any Section, shall be held<br />

to be invalid, the remaining Sections and parts shall continue to be in full force<br />

and effect.<br />

m. Subject to Appropriation. All payment obligations of the Parties, if any,<br />

set forth herein shall be subject to appropriation of funding therefore by the<br />

applicable legislative bodies; however, failure to appropriate funding adequate to<br />

meet such payment obligations shall be deemed a default under this Agreement.<br />

6<br />

Attachment #1<br />

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Attachment #1<br />

Page 7 of 8<br />

IN WITNESS WHERE<strong>OF</strong>, the Parties hereto, through their duly authorized<br />

representative, have executed this Compressed Natural Gas Fueling Agreement as of the date<br />

first written above.<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong> <strong>LEON</strong> <strong>COUNTY</strong> SCHOOL <strong>BOARD</strong><br />

By: ___________________________ By: _______________________________<br />

Nicholas Maddox, Chairman Georgia M. "Joy" Bowen, Chairman<br />

Board of County Commissioners Leon County School Board<br />

ATTEST: ATTEST:<br />

Bob Inzer, Clerk of Court<br />

Leon County, Florida<br />

By:_____________________________ By:_______________________________<br />

Jackie Pons<br />

Superintendent of Schools<br />

Approved as to Form: Approved as to Form:<br />

Leon County Attorney’s Office<br />

By:___________________________ By:_________________________________<br />

Herbert W. A. Thiele, Esq. John Jeffry Wahlen, Esq.<br />

County Attorney Counsel for Leon County School Board<br />

F10-00122<br />

I:\WPDocs|D027\P002\00035249.DOC<br />

EXHIBIT A<br />

RATES, PRICE AND STATION HOURS<br />

DGE: means diesel gallon equivalent, a unit of volume defined as one (1) DGE equals 139,000<br />

BTUs.<br />

Fuel Price: The formula to determine CNG fuel pricing is: Price per DGE = Commodity Cost<br />

per DGE + Compression Fee per DGE + Taxes. In the table and the example below, the<br />

commodity cost of $1.042 is being utilized.<br />

7<br />

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Diesel Gallon<br />

Equivalent (DGE)<br />

per Month<br />

Commodity<br />

Cost per DGE<br />

Compression<br />

Fee per DGE<br />

8<br />

Taxes per<br />

DGE<br />

Total per DGE<br />

Less than 15,000 $1.042 + $1.40 + 0.203 = $2.65<br />

15,001 – 30,000 $1.042 + $1.20 + 0.203 = $2.45<br />

30,000 – 40,000 $1.042 + $1.10 + 0.203 = $2.35<br />

More than 40,000 $1.042 + $0.95 + 0.203 = $2.20<br />

EXAMPLE:<br />

If Contractor consumes 30,000 DGEs in a month, the average price per DGE in that given month for the<br />

Contractor would be $2.55. The first 15,000 DGE would be priced at $2.65 and the second 15,000 DGE<br />

would be priced at $2.45, for an average monthly price of $2.55.<br />

STATION HOURS:<br />

The Station shall remain open and available for fueling Contractor Vehicles Monday through Friday<br />

from 3:00 a.m. to 7:00 p.m. (EST).<br />

Attachment #1<br />

Page 8 of 8<br />

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COMPRESSED NATURAL GAS FUELING AND<br />

ROYALTY AGREEMENT<br />

BY AND BETWEEN<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

and<br />

NOPETRO TALLAHASSEE, LLC<br />

Attachment 2<br />

Page 1 of 25<br />

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COMPRESSED NATURAL GAS FUELING<br />

AND ROYALTY AGREEMENT<br />

THIS COMPRESSED NATURAL GAS FUELING AND ROYALTY<br />

AGREEMENT (this “Agreement”), is made and entered into this __ day of _____________,<br />

2013 by and between Leon County, Florida, a political subdivision of the State of Florida<br />

(“County”), and Nopetro Tallahassee, LLC, a limited liability company organized under the<br />

laws of the State of Florida (“Nopetro”). The County and Nopetro are each a “Party,” and<br />

collectively are the “Parties.”<br />

RECITALS<br />

WHEREAS, the County has conducted a bid process to procure solid waste collection<br />

services pursuant to the terms of an agreement (“Waste Collection Agreement”) between the<br />

County and Waste Pro, Inc. (“Contractor”); and<br />

WHEREAS, the Waste Collection Agreement sets forth requirements for the Contractor<br />

to utilize waste collection vehicles fueled by compressed natural gas (“CNG”); and<br />

WHEREAS, the Leon County School Board (“LCSB”) and Nopetro are parties to that<br />

certain Fuel Supply Agreement (“FSA”) and Lease Agreement ("Lease Agreement") made as of<br />

July 26, 2011 relating to the fueling of vehicles owned and operated by LCSB at a CNG fueling<br />

station operated by Nopetro in Leon County, Florida (“Station”); and<br />

WHEREAS, a waste transfer station owned and operated by the County is located in<br />

close proximity to the Station; and<br />

WHEREAS, the County desires to promote the use of alternative fuels and sustainable<br />

practices that contribute to the accomplishment of its public purposes and missions; and<br />

WHEREAS, the Parties desire to set forth in this Agreement the terms and conditions for<br />

Nopetro to make a contribution to the County in a certain amount in respect of purchases of<br />

CNG by the Contractor at the Station (“Royalty”).<br />

Attachment 2<br />

Page 2 of 25<br />

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NOW, THEREFORE, for and in consideration of the foregoing recitals, the sum of ten<br />

dollars ($10.00) each to the other paid, the mutual covenants and promises contained herein and<br />

other good and valuable consideration, the receipt and sufficiency of which being acknowledged<br />

the County and Nopetro do hereby covenant and agree as follows:<br />

Section 1. Definitions. Capitalized terms listed in this Section 1 shall have the meanings set<br />

forth below unless the context requires otherwise.<br />

County.<br />

“Agreement” has the meaning set forth in the first paragraph, and includes all exhibits.<br />

“CNG” has the meaning set forth in the recitals.<br />

“Contractor” has the meaning set forth in the recitals.<br />

“County” has the meaning set forth in the first paragraph.<br />

“County Vehicle” shall mean those Vehicles leased or owned, and operated by the<br />

"DGE" means diesel gallon equivalent, as set forth in Exhibit A.<br />

“FSA” has the meaning set forth in the recitals.<br />

“Fuel” means CNG dispensed at the Station.<br />

“Fuel Price” means the price for Fuel to be paid by the Contractor, as set forth in Exhibit<br />

A, attached hereto and incorporated herein, as is fully set forth below.<br />

“LCSB” has the meaning set forth in the recitals.<br />

“Lease Agreement” has the meaning set forth in the recitals.<br />

“Milestone Date” means July 1, 2013.<br />

“Nopetro” has the meaning set forth in the first paragraph.<br />

“Party” or “Parties” has the meaning set forth in the first paragraph.<br />

Attachment 2<br />

Page 3 of 25<br />

“Royalty” has the meaning set forth in the recitals and as further described in Exhibit A.<br />

Page 223 of 631 Posted at 6:15 p.m. on June 10, 2013


“Royalty Payment” means the monthly payment to be made by Nopetro to the County<br />

hereunder in respect of purchases of Fuel by the Contractor in the prior calendar month, as<br />

further described in Exhibit A.<br />

“Royalty Statement” means the statement to be prepared by Nopetro within thirty (30)<br />

days after the end of each calendar month during the Term and sent to the County setting for the<br />

quantity of Fuel purchased by the Contractor in the prior calendar month, the amount of<br />

payments made by the Contractor for Fuel and the amount of the Royalty Payment to the<br />

County.<br />

thereof.<br />

“Station” has the meaning set forth in the recitals.<br />

“Term” means the period from October 1, 2013 through September 30, 2020 or renewal<br />

“Vehicle” or "Vehicles" means the trucks and other vehicles used by Contractor to<br />

perform the waste collection services required under the Waste Collection Agreement.<br />

“Waste Collection Agreement” has the meaning set forth in the recitals, and includes any<br />

renewal, extension, or replacement thereof.<br />

Section 2. Purpose. The Parties acknowledge and agree that there is public benefit,<br />

advantages and efficiencies to the fueling of Contractor's Vehicles with Fuel dispensed at the<br />

Station. Nopetro in consideration of the County’s requirement that the Contractor purchase Fuel<br />

at the Station to fuel its Vehicles hereby agrees to pay a Royalty Payment to the County in regard<br />

to each DGE of Fuel purchased by the Contractor.<br />

Section 3. Term.<br />

(a) Initial Term: Subject to the satisfaction by the Parties of the Conditions Precedent<br />

set forth below, the Term of this Agreement shall be for a period of seven (7) years, beginning<br />

October 1, 2013 and ending on September 30, 2020.<br />

Attachment 2<br />

Page 4 of 25<br />

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(b) Renewal: At the sole option of the County, this Agreement may be renewed for a<br />

period of three (3) years upon the same prices, terms and conditions. The County alone shall<br />

determine whether or not this renewal option will be exercised based upon its convenience<br />

and its best interests.<br />

(c) Conditions Precedent:<br />

(i) The following are conditions precedent to the obligation of the County to<br />

require the Contractor purchase Fuel from Nopetro upon the terms and conditions<br />

herein contained at or from the Station:<br />

A. Nopetro obtains all authorizations necessary from the LCSB to<br />

provide sufficient quantities of Fuel as are necessary for the Contractor to<br />

perform its obligations to the County in accordance with the terms and<br />

conditions of the Waste Collection Agreement on or before the Milestone<br />

Date;<br />

B. Nopetro obtains at its sole cost and expense the Performance and<br />

Payment Bond set forth and described in Section 12 and provides proof<br />

thereof to the County on or before the Milestone Date;<br />

C. The County and Contractor enter into a Waste Collection<br />

Agreement on or before the Milestone Date;<br />

D. The County enters into a Compressed Natural Gas Fueling<br />

Agreement with the LCSB to provide for contingency fueling of<br />

Contractor Vehicles on or before the Milestone Date.<br />

(ii) The Parties shall use reasonable efforts to satisfy the Conditions Precedent<br />

that are their respective responsibility, coordinate exchanges of information and<br />

documents relating thereto through their respective representatives and promptly<br />

notify the other Party upon satisfaction of each Condition Precedent.<br />

Attachment 2<br />

Page 5 of 25<br />

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(iii) If any of the Conditions Precedent set forth in Section 3(C)(i) (A)-(D) are<br />

not satisfied by the Party responsible therefor on or before the Milestone Date,<br />

then either Party, shall have the right to terminate this Agreement by notice to the<br />

other Party within thirty (30) days after the applicable deadline. Termination in<br />

accordance with Section 3(c) of this Agreement shall not be an Event of Default<br />

hereunder, and the Parties shall have no further liability hereunder with respect to<br />

this Agreement.<br />

Section 4. Nopetro Obligations. Nopetro shall have the following obligations under this<br />

Agreement:<br />

(a) Procure, receive, compress, sell and dispense Fuel at the Station to Contractor at<br />

the Fuel Price to fuel Contractor Vehicles in sufficient quantities as are necessary for the<br />

Contractor to perform its obligations to the County in accordance with the terms and<br />

conditions of the Waste Collection Agreement;<br />

(b) operate, service, repair and maintain the Station and fueling equipment<br />

appurtenant thereto in accordance with prudent practices and applicable law in order to be<br />

able to perform its obligations hereunder;<br />

(c) use commercially reasonable efforts to procure necessary supplies of Fuel from<br />

domestic production;<br />

(d) reasonably cooperate and coordinate with the Contractor and the LSCB with<br />

respect to the hours of sale and dispensing of Fuel at the Station;<br />

(e) dispense Fuel at the Station that meets minimum industry standards and the<br />

requirements of applicable laws for motor fuel;<br />

(f) during all operating hours of the Station, make not less than one dispenser at<br />

Station available for fueling of Contractor's Vehicles;<br />

Attachment 2<br />

Page 6 of 25<br />

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(g) dispense Fuel to Contractor Vehicles through dispensers operated by either<br />

Station personnel or Contractor Vehicle operator(s) during hours agreed upon by the Parties<br />

and provide to the operator of each Contractor Vehicle that fuels at the Station a printed<br />

record of the volume of Fuel dispensed;<br />

(h) provide priority access to the Contractor through the establishment and<br />

maintenance of the Contractor Vehicle lane(s) at the Station during the hours set forth herein<br />

or otherwise established by mutual agreement of the Parties;<br />

(i) issue and invoice to Contractor at the end of each week (Monday through Sunday)<br />

for Fuel purchased in such week;<br />

Vehicles;<br />

(j) sell and dispense Fuel at the Station to County at the Fuel Price for use in County<br />

(k) prepare and send a Royalty Statement to the County within five (5) business days<br />

of the end of the prior calendar month, detailing with respect to the prior calendar month, the<br />

amount of Fuel dispensed and sold at the Station to the Contractor, the payments received in<br />

respect of such sales and the amount of the Royalty Payment to be paid to the County;<br />

(l) pay the Royalty Payment to the County within fifteen (15) business days after<br />

issuance of the Royalty Statement.<br />

Section 5. County Obligations. The County has the following obligations under this<br />

Agreement:<br />

(a) Require Contractor to purchase and utilize Fuel in Contractor’s Vehicles in accord<br />

with the Waste Collection Agreement;<br />

(b) require the Contractor to provide Nopetro with information sufficient to enable<br />

Nopetro to timely procure delivery of natural gas in amounts sufficient to sell and dispense<br />

Contractor's full requirements for Fuel;<br />

Attachment 2<br />

Page 7 of 25<br />

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(c) purchase Fuel and pay the Fuel Price for all Fuel purchased and dispensed into<br />

CNG-fueled County Vehicles, no later than thirty (30) days after receipt of any invoice from<br />

Nopetro;<br />

(d) operate, service, maintain and replace County Vehicles fueled by Fuel at the<br />

Station in accordance with good practices; and<br />

(e) cooperate and coordinate with LCSB and Nopetro to promote the use of Fuel as<br />

fuel for motor vehicles.<br />

Section 6. Station. The Parties agree that Nopetro shall have the right to require Contractor<br />

and County to comply with Nopetro’s reasonable rules and policies with respect to access to the<br />

Station and use of the equipment to dispense and pay for Fuel not inconsistent with the<br />

provisions of the Agreement. Nopetro reserves the right to require Contractor to execute an<br />

agreement setting forth the terms and conditions of Contractor's access to the Station and for the<br />

purchase and payment for Fuel. The price to be charged by Nopetro for Fuel sold to Contractor<br />

and County at the Station shall be the Fuel Price. Nopetro reserves the right to collect payment<br />

for Fuel sales at the time of sale and dispensing on credit, in a manner not inconsistent herewith.<br />

(a) Station Operation. Nopetro shall operate the Station during Station Hours and<br />

dispense Fuel to Contractor, the County and third parties in accordance with this Agreement.<br />

Nopetro shall provide repair services and routine, preventative, and remedial maintenance for<br />

the operation of the Station. Nopetro shall have maintenance and repair personnel or<br />

contractors on call to perform emergency or unscheduled repairs and maintenance. In the<br />

event of an operation failure at the Station, Nopetro shall respond thereto within four (4)<br />

hours, and restore the operation of the Station as soon as it is commercially reasonable.<br />

Attachment 2<br />

Page 8 of 25<br />

(b) Premises Maintenance. Nopetro shall maintain and keep the Premises in good<br />

order, repair, and condition at all times. Nopetro shall maintain and repair all fixtures and<br />

Page 228 of 631 Posted at 6:15 p.m. on June 10, 2013


equipment on the Premises, except to the extent maintenance and repair is the obligation of<br />

the utility serving the Premises.<br />

(c) Service Commencement. Nopetro shall sell and dispense Fuel to Contractor at<br />

the Station beginning not later than the Commencement Date and Contractor shall receive and<br />

purchase Fuel commencing on the Commencement Date and continuing through the term of<br />

this Agreement. If at any time it appears imminent that Nopetro will be unable to provide Fuel<br />

to Contractor at the Station during station hours and in sufficient quantities for Contractor to<br />

comply with the provisions of the Waste Collection Agreement, Nopetro shall immediately<br />

give notice to Contractor and the County and the Parties will work together to make alternate<br />

arrangements to provide Fuel for Contractor Vehicles pending Nopetro’s ability to begin or<br />

resume full performance under this Agreement. In such circumstance and subject to<br />

availability of Fuel, Nopetro shall limit sales to third parties if necessary to supply Contractor.<br />

(d) Replacement Fuel. If due to Nopetro’s fault or breach of a material term of this<br />

Agreement, Contractor is required to reduce the amount of Fuel purchased from Nopetro and<br />

fuel Contractor Vehicles at locations other than the Station or if Nopetro fails to provide Fuel<br />

as required herein and such failure is not otherwise excused under the terms hereof, then the<br />

difference in the cost between the Fuel Price and the cost of the replacement fuel purchased by<br />

Contractor from third parties for such period shall be paid by Nopetro to Contractor within<br />

thirty (30) days of invoice by Contractor.<br />

Attachment 2<br />

Page 9 of 25<br />

(e) Fuel Price Guarantee. Nopetro hereby guarantees that the Fuel Price provided<br />

herein shall be the lowest price for CNG per DGE in Leon County, Florida. In the event that<br />

CNG is made available to the County or Contractor by a vendor located in Leon County,<br />

Florida at a price per DGE which is less than or equal to the Fuel Price, the County shall<br />

provide written notice of same to Nopetro, and therein provide the name and address of such<br />

vendor and the advertised price of CNG per DGE. Within three (3) business days of receipt<br />

Page 229 of 631 Posted at 6:15 p.m. on June 10, 2013


thereof, Nopetro shall reduce the Fuel Price, so that it shall be less than the price per DGE set<br />

forth in the written notice described above.<br />

Section 7. Payments to County.<br />

(a) The Royalty Payment amount shall be calculated monthly by Nopetro on the basis<br />

of sales of Fuel during the prior calendar month for which Nopetro has received payment from<br />

the Contractor. Nopetro shall send to the County a Royalty Statement within five (5) business<br />

days of the end of the prior calendar month setting forth the amounts of Fuel purchased and<br />

the payments received by Nopetro from the Contractor for such Fuel. The Royalty Statement<br />

will set forth the amount of the Royalty Payment. The County shall have ten (10) business<br />

days to review the Royalty Statement, and the Royalty Statement shall be final and binding<br />

unless disputed by the County by notice to Nopetro within such ten (10) day period.<br />

(b) Unless otherwise specified in this Agreement, payments of the Royalty Payment<br />

shall be due and payable by check or by electronic funds transfer, as designated by the<br />

County, on or before the fifteenth (15th) business day following delivery of the Royalty<br />

Statement. If the amount due is not paid on or before the due date, interest shall accrue on the<br />

unpaid balance at an annual interest rate of six percent (6.00%).<br />

Section 8. Events of Default.<br />

(a) Any of the following shall constitute an Event of Default of a Party upon its<br />

occurrence but shall be subject to cure within fifteen (15) days after the date of written notice<br />

from the non-defaulting Party to the Party responsible for the Event of Default:<br />

(i) failure to make any payment required under this Agreement;<br />

(ii) failure to comply with the any other material obligation under this<br />

Agreement which would result in a material adverse impact on the other Party;<br />

Attachment 2<br />

Page 10 of 25<br />

Page 230 of 631 Posted at 6:15 p.m. on June 10, 2013


(iii) assignment of this Agreement, except as expressly permitted in<br />

accordance with this Agreement;<br />

(iv) any representation or warranty made by a Party in this Agreement or<br />

documentation delivered hereunder shall prove to have been false or misleading in any<br />

material respect when made; or<br />

(v) the filing of an involuntary case in bankruptcy or any proceeding under<br />

any other insolvency law against a Party as debtor that could materially impact a Party's<br />

ability to perform its obligations hereunder; provided, that the Party does not obtain a<br />

stay or dismissal of the filing within the cure period.<br />

(b) Upon the occurrence of an Event of Default, and subject to the other provisions of<br />

this Section, the non-defaulting Party shall have the right to terminate this Agreement in<br />

accordance with Section 12 and take any and all other action it deems appropriate under this<br />

Agreement or law.<br />

(c) Notwithstanding anything to the contrary, failure of Nopetro to procure, receive,<br />

compress, sell and dispense Fuel at the Station to Contractor at the Fuel Price to fuel<br />

Contractor Vehicles in sufficient quantities as are necessary for the Contractor to perform its<br />

obligations to the County in accordance with the terms and conditions of the Waste Collection<br />

Agreement, shall constitute an Event of Default, which the defaulting party does not have a<br />

right to cure and to which the non-defaulting Party shall have the right to terminate this<br />

Agreement in accordance with Section 12 and take any and all other action it deems<br />

appropriate under this Agreement or law.<br />

(d) Neither Party shall be liable to the other Parties for consequential, incidental,<br />

punitive, exemplary or indirect damages, lost profits or other business interruption damages<br />

by statute, in tort or contract.<br />

Attachment 2<br />

Page 11 of 25<br />

Page 231 of 631 Posted at 6:15 p.m. on June 10, 2013


Section 9. Notice. Notices required by this Agreement shall be addressed to the Parties at<br />

the addresses set forth in Exhibit B, attached hereto and incorporated herein and they may be<br />

updated from time to time by written notice to the other Party. Any notice, request, consent, or<br />

other communication required or authorized under this Agreement to be given by one Party to<br />

the other Party shall be in writing. It shall either be hand delivered or delivered by nationally<br />

recognized overnight delivery service to the representative of the Party to whom it is directed<br />

and will be effective when delivered (or delivery is refused) if delivery is made during normal<br />

business hours on a business day; otherwise delivery will be deemed to have been made on the<br />

next business day.<br />

Section 10. Representations, Warranties and Compliance with Laws. Each Party hereby<br />

represents and warrants as follows:<br />

(a) The execution, delivery, and performance of its obligations under this Agreement<br />

have been duly authorized by all necessary action, and do not and will not:<br />

(i) violate any provision of law, rule, regulation, order, writ, judgment,<br />

injunction, decree, determination, or award currently in effect having applicability to<br />

such Party which could have a material adverse effect on the ability of the Party to<br />

perform its obligations under this Agreement;<br />

(ii) result in a breach or constitute a default under its organizational and<br />

governance documents or bylaws, or under any agreement to which it is a party or by<br />

which it or its properties or assets may be bound or affected, the breach or default of<br />

which could reasonably be expected to have a material adverse effect on the ability of it<br />

to perform its obligations under this Agreement.<br />

(b) This Agreement is a lawful, valid and binding obligation of such Party, subject to<br />

bankruptcy and other laws generally limiting creditor's rights and principles of equity.<br />

Attachment 2<br />

Page 12 of 25<br />

Page 232 of 631 Posted at 6:15 p.m. on June 10, 2013


(c) Compliance with Laws. Each Party shall at all times comply with all applicable<br />

laws, except for any non-compliance which, individually or in the aggregate, could not<br />

reasonably be expected to have a material effect on the business or financial condition of the<br />

Party or its ability to fulfil its obligations, covenants or agreements hereunder. If a Party<br />

believes it likely that compliance with the terms of this Agreement would cause it to be in<br />

violation of any applicable law enacted, amended or changed after the Effective Date, it shall<br />

promptly notify the other Party and the Parties shall promptly meet and confer in an attempt to<br />

amend or modify the requirements hereof to avoid any non-compliance. A Party receiving<br />

notice or other communication from a governmental authority regarding any actual or<br />

potential violation of any such applicable laws shall provide prompt notice thereof to the other<br />

Party.<br />

Section 11. Performance Bond.<br />

(a) A Performance and Payment Bond in the amount of Six Hundred Fifty Thousand<br />

($650,000.00) Dollars shall be supplied by the Nopetro at the time of the contract execution.<br />

(b) The Performance and Payment Bond shall provide that, in the event of non-<br />

performance on the part of Nopetro that the bond can be presented for honor and acceptance at<br />

an authorized representative or institution located in Tallahassee, Florida. The Performance<br />

and Payment Bond must contain a clause stating the following.<br />

(c) In the event of non-performance on the part of Nopetro this Performance and<br />

Payment Bond can be presented for honor and acceptance at (address) , which is<br />

located in Tallahassee, Florida.<br />

Attachment 2<br />

Page 13 of 25<br />

(d) In the event Nopetro is unable to provide Fuel in sufficient quantities as are<br />

necessary for the Contractor to perform its obligations to the County in accordance with the<br />

Page 233 of 631 Posted at 6:15 p.m. on June 10, 2013


terms and conditions of the Waste Collection Agreement, such event shall be considered an<br />

Event of Default hereunder; and<br />

(i) Nopetro shall forfeit the Performance and Payment Bond described in this<br />

Section 11 to the County and shall be liable for any and all damages resulting from<br />

such Event of Default; and<br />

(ii) Nopetro shall work in good faith and cooperate with the LCSB and the<br />

County so that Fuel, in sufficient quantities as are necessary for the Contractor to<br />

perform its obligations to the County in accordance with the terms and conditions of the<br />

Waste Collection Agreement, can be made available.<br />

Section 12. Termination.<br />

(a) This Agreement may be terminated by either Party, by providing notice of intent<br />

to terminate to the other Party, as result of an Event of Default as set out in Section 8.<br />

Termination shall be effective upon the date specified in the written notice of intent to<br />

terminate to the other Party.<br />

(b) Termination of this Agreement for any reason under this Section will not affect (i)<br />

any liabilities or obligations of either Party arising before such termination or as a result of the<br />

events causing such termination, or (ii) any damages or other remedies to which a Party may<br />

be entitled to under this Agreement, at law or in equity, arising out of a breach of this<br />

Agreement or Event of Default hereunder.<br />

Section 13. Record Keeping and Audits.<br />

Attachment 2<br />

Page 14 of 25<br />

(a) Nopetro shall establish and maintain books, records, and documents (including<br />

electronic storage media) in accordance with generally accepted accounting principles and<br />

Page 234 of 631 Posted at 6:15 p.m. on June 10, 2013


practices, which sufficiently and properly reflect all revenues and expenditures of funds<br />

provided for under this Agreement.<br />

(b) Nopetro shall retain all financial records, supporting documents, statistical<br />

records, and any other documents (including electronic storage media) pertinent to this<br />

Agreement for a period of five (5) years after termination of the Agreement, or if an audit has<br />

been initiated and audit findings have not been resolved at the end of five (5) years, the<br />

records shall be retained until resolution of the audit findings or any litigation which may be<br />

based on the terms of this Agreement.<br />

(c) Upon completion of the Initial Term or renewal Term or upon termination of the<br />

Agreement and at the request of the County, the Nopetro shall cooperate with the County to<br />

facilitate the duplication and transfer of any said records or documents during the required<br />

retention period as specified in paragraph (b) above.<br />

(d) Nopetro shall assure that all records described herein shall be subject at all<br />

reasonable times to inspection, review, or audit by Federal, state, or other personnel duly<br />

authorized by the County.<br />

Attachment 2<br />

Page 15 of 25<br />

(e) Upon reasonable prior written notice at any time during the Initial Term or<br />

renewal Term of this Agreement, or within twelve (12) months after the end of such Initial<br />

Term or renewal Term, during normal business hours at its cost and expense, the County shall<br />

have the right to inspect, reproduce and audit the books and records of Nopetro relating in any<br />

way to this Agreement. If as a result of such inspection and audit, it is established that the<br />

Fuel Price or other amount paid by the Contractor, or it is determined that the Royalty<br />

Payment paid to the County was not properly calculated, the Parties agree to work in good<br />

faith to reconcile the miscalculation. The Parties acknowledge that such books and records<br />

and the information set forth therein are “Confidential Information” and shall be maintained<br />

Page 235 of 631 Posted at 6:15 p.m. on June 10, 2013


confidential and not subject to disclosure, subject to the provision of Chapter 119, Florida<br />

Statutes.<br />

(f) An audit by the County shall encompass an examination of all financial<br />

transactions, all accounts, and all reports, as well as an evaluation of compliance with the<br />

terms and conditions of this Agreement.<br />

Section 14. Indemnity.<br />

Nopetro agrees to indemnify, defend and hold harmless the County, its officials, officers,<br />

employees and agents, from and against any and all claims, damages, liabilities, losses, costs, or<br />

suits, of any nature whatsoever arising out of, because of, or due to any acts or omissions of<br />

Nopetro, its officers, delegates, employees and agents, arising out of or under this Agreement,<br />

including a reasonable attorney’s fees. The County may, at its sole option, defend itself or<br />

require Nopetro to provide the defense. Nopetro acknowledges that ten dollars ($10.00) of the<br />

amount paid to Nopetro is sufficient consideration of Nopetro’s indemnification of the County.<br />

Section 15. Insurance.<br />

(a) Nopetro shall procure and maintain for the duration of this Agreement insurance<br />

against claims for injuries to persons or damages to property which may arise from or in<br />

connection with the operation of the Station hereunder by Nopetro, its agents, representatives,<br />

employees or subcontractors. The cost of such insurance shall be borne solely by Nopetro.<br />

(b) Nopetro shall maintain limits not less than:<br />

- General Liability: $1,000,000 combined single limit per occurrence for bodily<br />

injury, personal injury and property damage. If Commercial General Liability<br />

Insurance or other form with a general aggregate limit is used, either the<br />

general aggregate limit shall apply separately to this project/location or the<br />

general aggregate limit shall be twice the required occurrence limit.<br />

Attachment 2<br />

Page 16 of 25<br />

Page 236 of 631 Posted at 6:15 p.m. on June 10, 2013


- Automobile Liability: $1,000,000 combined single limit per accident for<br />

bodily injury and property damage. (Non-owned, Hired Car).<br />

- Worker’s Compensation and Employers Liability: Worker’s Compensation<br />

insurance covering all employees and meeting statutory requirements in<br />

compliance with the applicable state and federal laws and Employer’s<br />

Liability with a limit of $500,000 per accident, $500,000 disease policy limit,<br />

$500,000 disease each employee. Waiver of Subrogation in lieu of Additional<br />

Insured is required.<br />

- Pollution Liability Insurance and/or Environmental Impairment Liability<br />

Insurance: $1,000,000 per occurrence and $2,000,000 annual aggregate. The<br />

coverage shall provide protection for the site owners and operators against<br />

third-party liability for bodily injury, property damage and cleanup cost as a<br />

result of a pollution event on, at, under or coming from the insured’s covered<br />

location and/or which may arise from, or in connection with, the performance<br />

by the insured, its agents, representatives, employees and/or members.<br />

(c) Any deductibles or self-insured retentions must be declared to and approved by<br />

the County. At the option of the County, either: the insurer shall reduce or eliminate such<br />

deductibles or self-insured retentions as respects the County, its officers, officials, employees<br />

and volunteers; or Nopetro shall procure a bond guaranteeing payment of losses and related<br />

investigations, claim administration and defense expenses.<br />

(d) The policies are to contain, or be endorsed to contain, the following provisions:<br />

1. General Liability and Automobile Liability Coverages (County is to be<br />

named as Additional Insured).<br />

Attachment 2<br />

Page 17 of 25<br />

a. The County, its officers, officials, employees and volunteers are to be<br />

covered as insureds as respects; liability arising out of activities<br />

Page 237 of 631 Posted at 6:15 p.m. on June 10, 2013


performed by or on behalf of Nopetro, including the insured’s general<br />

supervision of Nopetro; products and completed operations of<br />

Nopetro; premises owned, occupied or used by Nopetro; or<br />

automobiles owned, leased, hired or borrowed by Nopetro. The<br />

coverage shall contain no special limitations on the scope of<br />

protections afforded the County, its officers, officials, employees or<br />

volunteers.<br />

b. Nopetro’s insurance coverage shall be primary insurance as respects<br />

the County, it officers, officials, employees and volunteers. Any<br />

insurance of self-insurance maintained by the County, its officers,<br />

officials, employees or volunteers shall be excess of Nopetro’s<br />

insurance and shall not contribute with it.<br />

c. Any failure to comply with reporting provisions of the policies shall<br />

not affect coverage provided to the county, its officers, officials,<br />

employees or volunteers.<br />

d. Nopetro’s insurance shall apply separately to each insured against<br />

whom a claim is made or suit is brought, except with respect to the<br />

limits of the insurer’s liability.<br />

2. Pollution Liability Insurance and/or Environmental Impairment Liability<br />

Insurance (County is to be named as an Additional Insured).<br />

Attachment 2<br />

Page 18 of 25<br />

3. All Coverages: Each insurance policy required by this clause shall be<br />

endorsed to state that coverage shall not be suspended, voided, canceled by either<br />

party, reduced in coverage in limits except after thirty (30) days prior written<br />

notice by certified mail, return receipt requested, has been given to the County.<br />

(e) Insurance is to be placed with insurers with a Best’s rating of no less than A:VII.<br />

Page 238 of 631 Posted at 6:15 p.m. on June 10, 2013


(f) Nopetro shall furnish the County with certificates of insurance and with original<br />

endorsements effecting coverage required by this clause. The certificates and endorsements<br />

for each insurance policy are to be signed by a person authorized by that insurer to bind<br />

coverage on its behalf. All certificates and endorsements are to be received and approved by<br />

the County before work commences. The County reserves the right to require complete,<br />

certified copies of all required insurance policies at any time.<br />

(g) Nopetro shall include all subcontractors as insureds under its policies or shall<br />

furnish separate certificates and endorsements for each subcontractor. All coverages for<br />

subcontractors shall be subject to all of the requirements stated herein.<br />

Section 16. Liquidated Damages<br />

Nopetro agrees to provide to the Contractor sufficient quantities of Fuel, which meet all<br />

requirements of this Agreement, so that the Contractor may perform its obligations to the County<br />

as set forth in the Waste Collection Agreement (“Fuel Requirements”). Nopetro and the County<br />

agree that the timely provision of Fuel Requirements is of critical importance to the County, that<br />

the County will suffer damages if the Fuel Requirements are not met each and every day, and<br />

further acknowledge that such damages will be difficult, if not impossible, to calculate. In the<br />

event Nopetro fails to meet the Fuel Requirements, Nopetro shall pay to the County, as<br />

liquidated damages and not as a penalty, the amount of $2,500.00 per day for each and every day<br />

the Fuel Requirements remain to be met. Nopetro shall not be liable if failure to perform arises<br />

out of causes beyond its control and without the fault or negligence of Nopetro or for delays<br />

described in Section 17(c), Force Majeure.<br />

Section 17. Miscellaneous<br />

Attachment 2<br />

Page 19 of 25<br />

(a) Complete Agreement; Amendments. This Agreement sets forth the entire<br />

agreement of the Parties with respect to the subject matter hereof, and supersedes all previous<br />

Page 239 of 631 Posted at 6:15 p.m. on June 10, 2013


communications, representations, or agreements, verbal or written, of the Parties with respect<br />

the subject matter. This Agreement may not be amended, modified or changed, except by an<br />

instrument in writing signed by authorized representatives of each Party. This Agreement has<br />

been negotiated by the Parties and no Party shall be advantaged or burdened by any<br />

presumption on the basis of its involvement in the preparation of this Agreement. No waiver<br />

will be enforceable unless in writing and signed by the Party(ies) to be bound thereby. The<br />

Parties agree that neither Party nor its officers, directors, employees, members,<br />

representatives, agents or advisors have made any representations, warranties, guarantees or<br />

promises with respect to or in connection with this Agreement, except as expressly set forth<br />

herein by the Parties.<br />

(b) Further Assurances. Each Party agrees to take or refrain from such actions and<br />

execute and deliver certificates, instruments and other documents as are reasonably requested<br />

by the other Party to accomplish the mutual intent of the Parties in entering into this<br />

Agreement. The Parties shall act reasonably and in accordance with the principles of good<br />

faith and fair dealing in the performance of this Agreement.<br />

Attachment 2<br />

Page 20 of 25<br />

(c) Force Majeure. If either Party is prevented from or delayed from performing any<br />

obligations under this Agreement (except payment or financial obligations) by circumstances<br />

beyond its control, including but not limited to fires, hurricanes, severe weather, floods,<br />

pandemics, quarantines, war, civil disturbances, acts of terrorism, acts of God, or significant<br />

threats of such circumstances, or any future laws, rules, regulations, orders, or acts of any<br />

local, state, or federal government (“Force Majeure”), then the affected party shall be excused<br />

from performance hereunder during the period of disability. The party claiming Force<br />

Majeure shall promptly notify the other party in writing when upon learning of the existence<br />

of a Force Majeure condition, and when the Force Majeure condition has terminated.<br />

Notwithstanding anything in this Agreement to the contrary, the term “Force Majeure” does<br />

Page 240 of 631 Posted at 6:15 p.m. on June 10, 2013


not include or excuse performance under this Agreement for events relating to increased costs<br />

associated with fuel, labor, labor disputes, insurance, or other expenses of performing the<br />

obligations hereunder.<br />

(d) Assignment. No Party may assign this Agreement or its rights and obligations<br />

hereunder without the prior written consent of the other Party, provided, however, that such<br />

consent shall not be unreasonably withheld.<br />

(e) Severability. If any of the terms, covenants, or conditions of this Agreement or<br />

the application thereof, shall be held invalid, illegal, or unenforceable by any governmental<br />

authority of competent jurisdiction, all other terms, covenants, and conditions of the<br />

Agreement and their application not adversely affected thereby shall remain in full force and<br />

effect.<br />

(f) Relationship of the Parties. This Agreement shall not be interpreted to create an<br />

association, joint venture, or partnership by or between the Parties or to impose any<br />

partnership obligation or liability upon either Party. This Agreement does not create, confer<br />

or grant any rights, remedies, privileges or benefits in favor of any person or entity not a Party<br />

hereto.<br />

(g) Survival of Obligations. Cancellation, expiration, or earlier termination of this<br />

Agreement shall not relieve the Parties of obligations that by their nature should survive such<br />

cancellation, expiration, or termination.<br />

(h) Binding Effect. This Agreement, as it may be amended in accordance with the<br />

terms hereof , shall be binding upon and inure to the benefit of the Parties and their respective<br />

successors and permitted assigns.<br />

Attachment 2<br />

Page 21 of 25<br />

(i) Governing Law and Venue. The interpretation, performance and enforcement of<br />

this Agreement shall be governed and construed in accordance with the laws of the State of<br />

Page 241 of 631 Posted at 6:15 p.m. on June 10, 2013


Florida. Venue for all actions arising out of or relating to this Agreement shall lie in the state<br />

courts in Leon County, Florida.<br />

(j) Confidentiality. The Parties will, to the maximum extent permissible under<br />

applicable law, maintain confidential and not disclose information, data or documentation<br />

which a Party designates as confidential, trade secret or proprietary information.<br />

(k) Headings. Captions and headings used in this Agreement are for ease of reference<br />

only and do not constitute a part of this Agreement.<br />

(l) Public Announcements. The Parties share a common desire to generate favorable<br />

publicity regarding their contractual relationship. The Parties agree that they may, from time<br />

to time, issue press releases regarding their contractual arrangement and the Station and that<br />

they shall cooperate with each other in connection with the issuance of such releases.<br />

(m) Counterparts. This Agreement may be executed in any number of counterparts,<br />

and each executed counterpart shall have the same force and effect as an original instrument.<br />

(n) Sovereign Immunity. Nothing herein shall be construed as a waiver of all rights<br />

and privileges afforded the County, as a political subdivision of the State of Florida, under<br />

Section 768.28, Florida Statutes, as amended.<br />

[THE REMAINDER <strong>OF</strong> THIS PAGE IS LEFT BLANK INTENTIONALLY]<br />

[SIGNATURE PAGE FOLLOWS THIS PAGE]<br />

Attachment 2<br />

Page 22 of 25<br />

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IN WITNESS WHERE<strong>OF</strong>, the Parties have executed this Compressed Natural Gas<br />

Fueling and Royalty Agreement as of the day and year first above written.<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong> NOPETRO TALLAHASSEE, LLC<br />

BY:___________________________ BY:__________________________<br />

Nicholas Maddox, Chairman Name:________________________<br />

Board of County Commissioners Its:___________________________<br />

ATTEST:<br />

Bob Inzer, Clerk of Court<br />

Leon County, Florida<br />

BY:__________________________<br />

Approved as to Form:<br />

Leon County Attorney’s Office<br />

BY:__________________________<br />

Herbert W. A. Thiele, Esq.<br />

County Attorney<br />

F10-00122<br />

I:\WPDocs|D016\P003\00034970.DOC<br />

Attachment 2<br />

Page 23 of 25<br />

Page 243 of 631 Posted at 6:15 p.m. on June 10, 2013


EXHIBIT A<br />

RATES, PRICE AND STATION HOURS<br />

DGE: means diesel gallon equivalent, a unit of volume defined as one (1) DGE equals 139,000<br />

BTUs.<br />

Royalty: $0.085 per DGE of Fuel purchased at the Station by the Contractor.<br />

Fuel Price: The formula to determine CNG fuel pricing is: Price per DGE = Commodity Cost per<br />

DGE + Compression Fee per DGE + Taxes. In the table and the example below, the commodity<br />

cost of $1.042 is being utilized.<br />

Diesel Gallon<br />

Equivalent (DGE)<br />

per Month<br />

Commodity<br />

Cost per DGE<br />

Compression<br />

Fee per DGE<br />

Taxes per<br />

DGE<br />

Total per DGE<br />

Less than 15,000 $1.042 + $1.40 + 0.203 = $2.65<br />

15,001 – 30,000 $1.042 + $1.20 + 0.203 = $2.45<br />

30,000 – 40,000 $1.042 + $1.10 + 0.203 = $2.35<br />

More than 40,000 $1.042 + $0.95 + 0.203 = $2.20<br />

EXAMPLE:<br />

If Contractor consumes 30,000 DGEs in a month, the average price per DGE in that given month for the<br />

Contractor would be $2.55. The first 15,000 DGE would be priced at $2.65 and the second 15,000 DGE<br />

would be priced at $2.45, for an average monthly price of $2.55.<br />

STATION HOURS:<br />

The Station shall remain open and available for fueling Contractor Vehicles Monday through Friday<br />

from 3:00 a.m. to 7:00 p.m. (EST).<br />

Attachment 2<br />

Page 24 of 25<br />

Page 244 of 631 Posted at 6:15 p.m. on June 10, 2013


EXHIBIT B<br />

NOTICE INFORMATION FOR THE PARTIES<br />

Leon County, Florida<br />

Board of County Commissioners<br />

Leon County Purchasing Division<br />

1800-3 N. Blair Stone Road<br />

Tallahassee, Florida 32308<br />

Nopetro Tallahassee, LLC<br />

113 South Monroe Street<br />

Tallahassee, FL 32301<br />

Attention: Chief Executive Officer<br />

Attachment 2<br />

Page 25 of 25<br />

Page 245 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #13<br />

Page 246 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #13<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Herbert W.A. Thiele, County Attorney<br />

Title: Approval of the Agreement Extending the Existing DeSantis Proportionate<br />

Share Traffic Mitigation Agreement and First Amendment to Settlement<br />

Agreement<br />

County Attorney<br />

Review and Approval:<br />

Lead Staff/<br />

Project Team:<br />

Fiscal Impact:<br />

There is no fiscal impact to the County.<br />

Herbert W.A. Thiele, County Attorney<br />

Herbert W. A. Thiele, County Attorney<br />

Staff Recommendation:<br />

Option # 1: Approve the Agreement extending the DeSantis Proportionate Share Traffic<br />

Mitigation Agreement and First Amendment to Settlement Agreement<br />

(Attachment #1), and authorize Chairman to execute.<br />

Page 247 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Approval of the Agreement Extending the Existing DeSantis Proportionate Share Traffic<br />

Mitigation Agreement and First Amendment to Settlement Agreement<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

Summit Holdings VIII, LLC is the current owner of approximately 27.4 acres of land located<br />

between Bannerman Road and Kinhega Drive (the “DeSantis Parcel”). Said land is also subject<br />

to a Settlement Agreement between Laird, Hirt, et al, and Leon County, which was approved by<br />

the Court in 2002. Said Laird Settlement Agreement did not address traffic concurrency and the<br />

Owner, which is in the process of developing commercial and multi-family residential<br />

developments, has agreed to address mitigation of the development impacts, including<br />

concurrency, which include infrastructure improvements pursuant to Leon County Concurrency<br />

Management Policies and Procedures Manual, revised November 2006, which include<br />

construction of a roundabout on Kinhega Drive from Beech Ridge Trail.<br />

The Board of County Commissioners, on June 10, 2008, approved Leon County entering into the<br />

DeSantis Proportionate Share Traffic Mitigation Agreement and First Amendment to Settlement<br />

Agreement with James R. Clanton, Jr., Successor Trustee of the Peter A. DeSantis, Jr. Trust, the<br />

then owner of the 27.4 acres, which was subsequently executed on July 10, 2008 for a term of<br />

five (5) years (Attachment #2). The Agreement is due to expire on July 10, 2013.<br />

At the Board of County Commissioners’ meeting of May 14, 2013, the Board directed the<br />

County Attorney’s Office to bring an agenda item before the Board of County Commissioners to<br />

extend the existing Agreement and the County Attorney’s Office has prepared a proposed<br />

Agreement to be executed by the parties extending the existing Agreement.<br />

Analysis:<br />

As part of the 2008 Transportation Mitigation Agreement for the DeSantis Parcel, the<br />

development’s impact showed significant impact to the westbound segment of Bannerman Road<br />

from Thomasville Road and Tekesta Drive, and the westbound segment of Kinhega Drive<br />

between Thomasville Road and Deer Lake Road, and these impacts had been mitigated by the<br />

design and future construction of Beech Ridge Trail extension improvements and associated<br />

stormwater treatment and drainage easements.<br />

In response to the projected adverse impacts upon these segments, the agreement requires that<br />

Owner dedicate sufficient right-of-way to accommodate the extension of Beech Ridge Trail, a<br />

public street, from Kinhega Drive to Bannerman Road. In addition, the agreement requires the<br />

Owner to design and construct the extension of Beech Ridge Trail pursuant to specific<br />

parameters, and upon completion the transfer of ownership of the roadway to the County.<br />

Efforts are ongoing to complete the terms and provisions of the Agreement; however, they will<br />

not be complete by the expiration date of July 10, 2013.<br />

Page 248 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Approval of the Agreement Extending the Existing DeSantis Proportionate Share Traffic<br />

Mitigation Agreement and First Amendment to Settlement Agreement<br />

June 18, 2013<br />

Page 3<br />

Options:<br />

1. Approve the Agreement extending the DeSantis Proportionate Share Traffic Mitigation<br />

Agreement and First Amendment to Settlement Agreement, and authorize Chairman to<br />

execute same.<br />

2. Do not approve extending the DeSantis Proportionate Share Traffic Mitigation Agreement<br />

and First Amendment to Settlement Agreement.<br />

3. Board direction.<br />

Recommendation:<br />

Option # 1.<br />

Attachments:<br />

1. DeSantis Proportionate Share Traffic Mitigation Agreement and First Amendment to<br />

Settlement Agreement.<br />

Page 249 of 631 Posted at 6:15 p.m. on June 10, 2013


FIRST AMENDMENT TO THE DESANTIS PROPORTIONATE SHARE<br />

MITIGATION AGREEMENT AND FIRST AMENDMENT TO SETTLEMENT AGREEMENT<br />

Attachment #1<br />

Page 1 of 17<br />

This First Amendment to the DeSantis Proportionate Share Traffic Mitigation Agreement and First<br />

Amendment to Settlement Agreement is entered into this day of , 2013,<br />

by and between <strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong>, a political subdivision of the State ofFiorida, hereinafter "County,"<br />

and, SUMMIT HOLDINGS VIII, LLC, a Florida limited liability company, hereinafter "Owner".<br />

RECITALS<br />

WHEREAS, County and James R. Clanton, Jr., Successor Trustee of the Peter A. DeSantis Jr. Trust<br />

(hereinafter "DeSantis") entered into the DeSantis Proportionate Share Traffic Mitigation Agreement and First<br />

Amendment to Settlement Agreement (hereinafter the "Agreement") dated July I 0, 2008 (Exhibit "A");<br />

WHEREAS, the Agreement has a term of five years from its effective date or until buildout is complete,<br />

whichever occurs first;<br />

WHEREAS, the Agreement allows for amendments to be made if agreed to in advance by the County and<br />

DeSantis, or its successor;<br />

WHEREAS, Owner is the successor in interest to DeSantis and currently owns the real property that is the<br />

subject matter of the Agreement; and,<br />

WHEREAS, the parties desire to extend the term of the Agreement to July 10, 2018.<br />

WITNESSETH<br />

NOW THEREFORE and in consideration of the mutual promises and conditions as set forth herein, the<br />

sufficiency of which is hereby acknowledged, County and Owner do hereby agree as follows:<br />

I. The Recitals are true and correct and incorporated herein as though specifically set forth.<br />

2. Paragraph 16 ofthe Agreement is amended in its entirety and shall hereinafter states as follows:<br />

"This Agreement shall remain in full force and effect until July I 0, 2018, or until buildout is<br />

complete, whichever occurs first".<br />

3. All other provisions of the July 10, 2008 Agreement shall remain in full force and effect.<br />

4. This agreement shall become effective upon full execution hereofby both parties.<br />

IN WITNESS WHERE<strong>OF</strong>, the parties evidence their agreement through the execution of this<br />

AGREEMENT by their duly authorized signatories.<br />

ATTESTED BY:<br />

CLERK <strong>OF</strong> THE COURT FOR <strong>LEON</strong> <strong>COUNTY</strong>,<br />

<strong>FLORIDA</strong><br />

By: ______________ _<br />

Bob Inzer, Clerk of the Court<br />

F0?-00084<br />

1:1 WpDocs\0021 \P002\00035937 DOC<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

By: __ -----:------------­<br />

Nicholas Maddox, Chairman<br />

Board of County Commissioners<br />

Page 250 of 631 Posted at 6:15 p.m. on June 10, 2013


APPROVED AS TO FORM:<br />

COUTNY ATTORNEY'S <strong>OF</strong>FICE FOR<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

By: ______________ _<br />

Herbert W. A. Thiele, Esq.<br />

County Attorney<br />

WITNESS:. ___________ _<br />

WITNESS: ___________ _<br />

STATE <strong>OF</strong> <strong>FLORIDA</strong><br />

<strong>COUNTY</strong> <strong>OF</strong> <strong>LEON</strong><br />

SUMMIT HOLDINGS VIII, LLC<br />

a Florida limited liability company<br />

By: Tierra Vista Group, LLC<br />

a Florida limited liability company<br />

its Managing Member<br />

Attachment #1<br />

Page 2 of 17<br />

BY: _______________ _<br />

Claude R. Walker, its Manager<br />

DATE:. ____________ _<br />

The foregoing instrument was acknowledged before me this _____ day of _____ , 2013,<br />

by Claude R. Walker, as manager of Tierra Vista Group, LLC, managing member of Summit Holdings VIII, LLC,<br />

who is personally known to me or has produced ___________________ as<br />

identification.<br />

F0?-00084<br />

1:1WpDocs\D021\P002\00035937.DOC<br />

Signature of Notary<br />

Print, Type or Stamp Name of Notary<br />

Page 251 of 631 Posted at 6:15 p.m. on June 10, 2013


DeSANTIS PROPORTIONATE SHARE TRAFFIC MITIGATION AGREEMENT<br />

FIRST AMENDMENT TO SETTLEMENT AGREEMENT<br />

Attachment #1<br />

Page 3 of 17<br />

THIS AGREEMENT ("Agreement") is entered into by and between James R. Clanton, Jr.,<br />

Successor Trustee of the Peter A. DeSantis Jr. Trust ("Owner") and Leon County, Florida<br />

("County"), a political subdivision of the State of Florida, subject to all other governmental<br />

approvals and solely at the risk of the Owner.<br />

RECITALS<br />

WHEREAS, the Owner owns approximately 27.4 acres of land (the "Property") located<br />

between Bannerman Road and Kinhega Drive, approximately 500 feet northwest of Thomasville<br />

Road (see map included as Exhibit #A); and the Owner is seeking Site and Development Plan<br />

approval for the Property identified as Tax Parcel Identification Numbers 14-22-20-018-0000, 1422-<br />

20-005-0000, 14-15-20-628-0000, and 14-15-20-601-0000, located in Leon County, Florida, more<br />

particularly described in Exhibit 'B" to this Agreement which is attached hereto and made a part<br />

hereof; and<br />

WHEREAS, a Settlement Agreement (the "Settlement Agreement") was approved by the<br />

Leon County Board of County Commissioners on February 12, 2002, between the County and H. G ..<br />

Laird and Margaret L. Hirt, James K. Godfrey and Kristen H. Godfrey, Karen S. Hanson as trustee<br />

of the Arlene L. Carter Revocable Trust, and the Bradfordville Hunt Club ("Prior Owners")<br />

pertaining to the development of the Property; and<br />

WHEREAS, the Owner has acquired the Property from the Prior Owners, and thereby, as a<br />

successor in title, acquired those rights established in the Settlement Agreement; and<br />

WHEREAS, Owner and County wish to amend certain terms of the Settlement Agreement<br />

as contained herein; and<br />

F07-00084<br />

I:\WpDocs\D020\P002\0002274 3.DOC<br />

.:xnn:n1<br />

I t}<br />

20080049854<br />

THIS DOCUMENT HAS BEEN<br />

RECORDED IN THE PUBLIC RECORDS<br />

<strong>OF</strong><br />

<strong>LEON</strong> <strong>COUNTY</strong> FL<br />

BK: 3881 PG:1760, Page1 of 15<br />

07/15/2008 at 03:29 PM,<br />

Page 252 of 631 Posted BOB at INZER, 6:15 p.m. CLERK on June <strong>OF</strong> COURTS 10, 2013


Attachment #1<br />

Page 4 of 17<br />

WHEREAS, the Settlement Agreement states that the County will be responsible for the<br />

construction of the extension of Beech Ridge Trail; however, in order to mitigate the development<br />

impacts including concurrency, Owner has agreed to construct this extension; and<br />

WHEREAS, it is the intent of the County and tl1e Owner that any terms contained in this<br />

Agreement, during the duration of this Agreement, that may be contrary to the terms of the<br />

Settlement Agreement shall supersede those contrary terms in the Settlement Agreement; and<br />

WHEREAS, as a consideration for the development intensity conferred in the Settlement<br />

Agreement, the Prior Owners agreed to dedicate right-of-way and drainage easements to the County,<br />

between the southern right of way of Kinhega Drive and the northern right of way of Bannerman<br />

Road (the "Dedicated ROW") wiili the intention that a roadway be constructed within tl1e<br />

Dedicated ROW which will be an extension of Beech Ridge Trail, a public road, extending from the<br />

southern right of way of Kinhega Drive to the northern edge of the pavement of Bannerman Road<br />

(the "New Roadway"); and<br />

WHEREAS, the Settlement Agreement does not address transportation concurrency and the<br />

Owner seeks to pursue development of the Property and will need to address the issue of<br />

transportation concurrency capacity to do so successfully. In response, the Owner has proposed to<br />

offer infrastructure improvements as outlined in this Agreement, fashioned pursuant to the Leon<br />

County Concurrency Management Policies and Procedures Manual, revised November, 2006 to<br />

address all transportation concurrency issues; and<br />

WHEREAS, the County has agreed that when this Agreement has been complied with, the<br />

County will grant the Property traffic concurrency; and<br />

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Attachment #1<br />

Page 5 of 17<br />

WHEREAS, the County has the power and duty to exercise general supervision of the<br />

administration and enforcement of the Leon County Code of Laws pertaining to the<br />

Tallahassee-Leon County 2010 Comprehensive Plan, Land Development Regulations, Concurrency<br />

Management Ordinance, and the Leon County Concurrency Policies and Procedures Manual; and,<br />

WHEREAS, the County is authorized to enter into this Agreement pursuant to the Leon<br />

County Concurrency Policies and Procedures Manual and all applicable laws.<br />

AGREEMENT<br />

NOW, THEREFORE, in consideration of the mutual promises and premises set forth<br />

herein, the parties agree as follows:<br />

1. The recitals set forth above are true and correct and are incorporated herein by<br />

reference as though they were specifically set out. Herein.<br />

2. The commercial portion of the development to be constructed on the Property will<br />

not exceed 75,000 square feet of commercial retail use and any non-commercial retail development<br />

to be constructed shall be equivalent to the traffic concurrency impact of 32 residential units, in<br />

accord with the existing zoning and Comprehensive Plan requirements, and in accordance with the<br />

Settlement Agreement (the "Project").<br />

3. Based on utilization of the ITE Trip Generation (7th Edition) software, and the ITE<br />

Trip Generation Handbook (2nd Edition), both compiled by the Institute of Traffic Engineers, and<br />

are professionally accepted standard referenced utilized for estimating projected traffic generation<br />

based on proposed land use, it has been determined that the net number of new vehicular trips that<br />

would be created by a mixed use development consisting of 75,000 square feet of commercial retail<br />

land use and 32 residential dwelling units on the Property would be appropriately 232 trips during<br />

the PM peak hour of generation, as shown in Exhibit "C".<br />

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Attachment #1<br />

Page 6 of 17<br />

4. The Project will significantly impact the westbound segment of Bannerman Road<br />

between Thomasville Road and Tekesta Drive, Segment 13561 as identified in the County's<br />

Concurrency Management System (C:MS), and Segments 43550 and 43580 of the County's CMS,<br />

more specifically, the westbound segment of Kinhega Drive between Thomasville Road and Deer<br />

Lake Road. (These three segments will hereinafter be referred to as the "Impacted Road Segments")<br />

5. The Impacted Road Segments are located inside of the Project's Comprehensive<br />

Traffic Analysis Network and are operating below the adopted Level of Service in the Leon County<br />

Concurrency Management System, and are capacity-constrained roadways, as defined by the Leon<br />

County· Concurrency Management Policies and Procedures Manual, adopted on November 14,<br />

2006, as shown in Exhibit "D."<br />

6. In response to the projected adverse impacts upon the Impacted Road Segments,<br />

and as required in the Settlement Agreement, Owner agrees to dedicate to the County the Dedicated<br />

ROW and also such portion of the Property required for the construction, operation and<br />

maintenance of facilities for stormwater treatment, including drainage easements, for the runoff<br />

generated by the New Roadway. The Dedicated ROW shall be no less than sixty (60) feet in width,<br />

which may also require that a governmental subdivision be approved. The length of the Dedicated<br />

ROW shall be determined by provision of the connections to Bannerman Road at the existing<br />

median cut at the eastern side of the Property and the northern property line of the Property aligned<br />

with the intersection of Beech Ridge Trail and Kinhega Drive.<br />

7. The Owner shall be under no obligation to fund and construct the New Roadway<br />

until such time as it seeks permits or county approvals for development of the property; however,<br />

nothing herein shall modify or eliminate the obligations of the Owner under the Settlement<br />

Agreement should the Owner not fund or construct said New Roadway. The amount of costs<br />

associated with the construction of the New Roadway is in lieu of funding the pro-rata share of<br />

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Attachment #1<br />

Page 8 of 17<br />

would otherwise reqmre the County to bear the proportionate costs of surveying, engtneenng,<br />

designing, permitting, acquisition of right of way and constructing the stormwater management<br />

facility, to be consLructed on the Property, based on the proportionate share of stormwater volume<br />

coming from the New Roadway.<br />

10. The New Roadway shall be designed and constructed as a connector street,<br />

consistent with the parameters established by and. in coordination with Leon County Department of<br />

Public Works, and shall include the following design elements: two eleven-.foot wide travel lanes;<br />

curb and gutter along each side of the street; four-foot wide bicycle travel lanes along each side of<br />

the street;. a sidewalk of no less than five feet of width to be provided along the side of the street;<br />

conveyances for stormwater; a stormwater detention or retention facility, with adequate access<br />

thereto; a traffic signal at the intersection of Beech Ridge Trail and Bannerman Road, including<br />

associated support structures, signal box, pedestrian crossing signals, and wiring.<br />

11. Upon flnal completion of the New Roadway and stormwater facilities construction,<br />

and acceptance of that construction by Leon County Public Works, Owner shall dedicate or convey<br />

the ownership of the Dedicated ROW to Leon County and shall grant an easement for the<br />

stormwater facilities and access to said stormwater facilities and any necessary drainage easements,<br />

subject to the Board of County Commissioners' acceptance. The dedication of the Dedicated ROW<br />

to Leon County and construction of the New Roadway qualify as "Significant Benefits" under the<br />

provisions of Section 6.2.5.3.b. of the Leon County Concurrency Management Policies and<br />

Procedures Manual, adopted on November 14, 2006.<br />

12. The parties agree and understand that the commitments for the dedication of the<br />

Dedicated ROW by the Owner and for the construction of the New Roadway and frnal inspection<br />

and acceptance of the New Roadway, in its entirety, shall be pre-requisites for the issuance of any<br />

certificate of occupancy for any building constructed on the Property. Except, however, should the<br />

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Attachment #1<br />

Page 9 of 17<br />

County fail to construct its portion of the road and roundabout which lie to the north of the<br />

Property, that is the portion lying north of the southern right of way of Kinhega Drive, such failure<br />

shall not affect the Owner's right and ability to obtain building permits for the development of the<br />

Project.<br />

13. As a condition of any development order or environmental permit, pursuant to the<br />

Settlement Agreement, or as amended by tlus Agreement, the Owner shall provide a surety device<br />

for the construction of the New Roadway and associated improvements as specified in tlUs<br />

Agreement which have not been constructed. The surety device shall:<br />

(a) Be acceptable to and approved by the County Engineer and the County<br />

Attorney; and, Cover 110 percent of the cost of any uncompleted road, storm water<br />

management conveyance improvements, or other required infrastructure as estimated by the<br />

engineer of record and approved by the County Engineer; and,<br />

(b) Be conditioned upon completion of construction and dedication of roads<br />

and storm water management conveyances as shown on the approved construction plans<br />

within 18 months, or as extended by the county engineer; and,<br />

(c) Be payable solely to and for the indemnification of Leon County.<br />

14. As condition of any development order pursuant to the Settlement Agreement, as<br />

amended by tlUs Agreement, the Owner shall provide a surety device, payable solely to and for the<br />

indemnification of Leon County, in the amount of ten percent of the total cost of all required<br />

improvements as approved in the site and development plan to cover defects in materials and/ or<br />

workmanship for two years.<br />

15. Owner also agrees to coordinate with Star Metro to locate a transit stop and shelter<br />

on the Property or within the adjacent right-of-way. The costs of construction, installation and<br />

maintenance of said transit stop and shelter to be borne by Star Metro.<br />

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Attachment #1<br />

Page 10 of 17<br />

16. This Agreement shall remain in full force and effect for a term of five (5) years from<br />

the effective date hereof; or until buildout is complete, whichever occurs first.<br />

17. The rights and obligations of this Agreement shall remain in full force and effect in<br />

the event that the Property, or any portion thereof, is annexed into the City of Tallahassee. The<br />

burdens and benefits of this Agreement shall be binding upon and shall inure to all successors in<br />

interest to the County and Owner.<br />

18. If reasonable adjustments L'l the Agreement are required to complete the Project in a<br />

satisfactory manner, this Agreement may be amended if agreed to in advance by the Owner or its<br />

successor and Leon County.<br />

19. This Agreement shall be effective upon the date all parties hereto have executed the<br />

same. Within fourteen (14) days of approval of this Agreement, the Owner shall record it in the<br />

Public Records of Leon County.<br />

20. The rights and obligations of this Agreement shall be binding upon and shall inure to<br />

the benefit of the parties to the agreement and their lawful heirs, successors, and assigns, and any<br />

future owners of the Property.<br />

21. If any word, phrase, clause, section, or portion of this Agreement shall be held<br />

invalid by a court of competent jurisdiction, such portion or word shall be deemed a separate ·and<br />

independent provision and such holding shall not affect the validity of the remaining portions of this<br />

Agreement.<br />

22. In the event of a breach of this Agreement by a party, the other may sue to enforce<br />

this Agreement and the prevailing party shall be entitled to payment of attorney's fees and<br />

costs by the non-prevailing party.<br />

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Exhibits<br />

Exhibit A: Map of PROPERTY<br />

Exhibit B: Legal Description of PROPERTY<br />

Exhibit C: ITE Traffic Generation Analysis<br />

Exhibit D: List of Street Segments Located Within the Comprehensive Traffic Analysis Network<br />

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Attachment #1<br />

Page 13 of 17<br />

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,_.<br />

N<br />

ExhibitC<br />

ITE Trip Generation Analysis<br />

Attachment #1<br />

Page 16 of 17<br />

Page 265 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

New<br />

Exit<br />

113<br />

6<br />

tabbies·


Exhibit D<br />

Trip Distribution/Assignation Roadway Segments within the Comprehensive Traffic Analysis Network (CTAN) of the DeSantis Property<br />

Roadway #ofTrips Available Capacity (Trips)<br />

Segment Shopping Cntr at the Adopted Level<br />

Number Road Name From To &32MFR %Impact of Service (LOS)<br />

13541 Bannerman Tekesta Bull Headley 23 6.03% 195<br />

13540<br />

13560<br />

13561<br />

16830<br />

16831<br />

Bannerman<br />

Bannerman<br />

Bannerman<br />

Bradfordville<br />

Bradford ville<br />

Bull Headley<br />

Tekesta<br />

Thomasville<br />

Thomasville<br />

Velda Dairy<br />

Tekesta<br />

Thomasville<br />

Tekesta<br />

Velda Dairy<br />

Thomasville<br />

11<br />

80<br />

62<br />

11<br />

25<br />

4.60% - 34.48%<br />

26.72% ..<br />

4.60%<br />

10.92%<br />

532<br />

566<br />

-142<br />

371<br />

849<br />

43580 Kinhega BeechRidQe Deer lake 13 5.46% -176<br />

43581 Kinhega Deer Lake Beech Ridge 11 4.60% 294<br />

43550 Kinhega Thomasville Beech Ridge 22 9.48% -199<br />

43551 Kinhega Beech Ridge Thomasville 10 4.31% 296<br />

81200 Thomasville Foxcroft Kerry Forest 39 16.95% 639<br />

81201 Thomasville Kerry Forest Foxcroft 53 "22.70% 1401<br />

81300 Thomasville Kerry Forest Bannerman/Bradfordville 59 25.29% 919<br />

81301 Thomasville Bannerman/Bradfordville Kerry Forest 63 27.01% 941<br />

81330 Thomasville Bannerman/Bradfordville Kinhega 15 6.32% 980<br />

81331 Thomasville Kinhega Bannerman/Bradfordville 9 3.74% 1218<br />

81360 Thomasville Kinhega lamonia Lake 7 2.87% 936<br />

81361 Thomasville lamonia Lake Kinh(lQa 7 2.87% 1391<br />

82900 Velda Dairy Kerry Forest Bradfordville 4 1.72% 109<br />

82901 Velda Dairy Bradfordville Kerry Forest 11 4.60% 1045<br />

Rhea Road Thomasville Lawton Chiles 8 3.45% N/A<br />

Lawton Chiles Rhea Kinhega 8 3.45% N/A<br />

- The segment is operating below the adopted LOS as established in the Comprehensive Plan for the roadway noted.<br />

** An LOS has not been established for the roadway segments based on its current classifiCation.<br />

Reference: Leon County Concurrency Management System. Analysis performed utilizing the QRS II Model and machine traffic<br />

counts adjusted for seasonal variations.<br />

Attachment #1<br />

Page 17 of 17<br />

Significantly<br />

Impacted<br />

No<br />

No<br />

No<br />

Yes*<br />

No<br />

No<br />

Yes*<br />

No<br />

Yes ..<br />

No --·<br />

No<br />

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No<br />

No<br />

No<br />

No<br />

No<br />

No<br />

No<br />

No<br />

N/A-<br />

N/A**<br />

Page 266 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

tabbies·


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #14<br />

Page 267 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #14<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Herbert W.A. Thiele, County Attorney<br />

Title: Request to Schedule a First and Only Public Hearing on a Proposed Ordinance<br />

Amending Chapter 11, Article XIII, Entitled “Towing Services” for Tuesday,<br />

July 9, 2013 at 6:00 p.m.<br />

County Attorney<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Herbert W.A. Thiele, County Attorney<br />

N/A<br />

Fiscal Impact:<br />

There is no fiscal impact to the County.<br />

LaShawn D. Riggans, Assistant County Attorney<br />

Deputy Jared Lee, Towing Administrator, Leon County Sheriff’s<br />

Office<br />

Staff Recommendation:<br />

Option # 1: Schedule the first and only public hearing on a proposed Ordinance amending<br />

Chapter 11, Article XIII, Entitled “Towing Services” for Tuesday, July 9, 2013<br />

at 6:00 p.m.<br />

Page 268 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Request to Schedule a First and Only Public Hearing on a Proposed Ordinance Amending<br />

Chapter 11, Article XIII, Entitled “Towing Services” for Tuesday, July 9, 2013 at 6:00 p.m.<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

Section 125.0103(1)(c), Fla. Stat., requires Leon County to set maximum rates for those towing<br />

companies who are removing or disabling vehicles on private property, or those damaged in a<br />

crash. It further states that the County’s ordinance shall not take effect in municipalities within<br />

the County who have their own ordinance.<br />

On June 28, 2005, Leon County adopted Ordinance 05-20 setting forth its towing regulations,<br />

pursuant to and in accordance with Chapters 713 and 715, Florida Statutes, and which was<br />

codified in Chapter 11, Article XIII of the Leon County Code of Laws.<br />

A member of the Leon County Chapter of Independent Towing & Recovery Association,<br />

brought concerns to staff, and Commissioner Akin Akinyemi, that Leon County’s ordinance,<br />

under Section 11-335, is not broad enough to encompass “fly-by-night” entities because<br />

Section 11-335 covers only “trespass or rotation towing services.” Leon County staff reviewed<br />

the suggested changes by the Towing & Recovery Association and met with the Leon County<br />

Sheriff’s Office to discuss same. The Leon County Sheriff’s Office made further requested<br />

changes to the current ordinance.<br />

The Board, at its regularly scheduled meeting of October 23, 2012, voted to direct the County<br />

Attorney’s Office to prepare the necessary ordinance to enact new towing services rules and<br />

regulations under Chapter 11, Article XIII of the Leon County Code of Laws. On November 13,<br />

2013, Leon County adopted Ordinance 12-15. This Ordinance addressed the most immediate<br />

issue of regulating all towing entities and updating fees for rotation towing. The Ordinance was<br />

written to serve as a stopgap to address the immediate issues and concerns presented to staff and<br />

the Board. Additionally, the County Attorney’s Office was directed to continue to meet with the<br />

Leon County Sheriff’s Office and the City of Tallahassee in the effort to create one uniform<br />

countywide ordinance with the consolidation of Public Safety Dispatch Communications<br />

beginning in August 2013.<br />

Analysis:<br />

According to state statute, counties must regulate the towing services under two circumstances:<br />

trespass or disabled vehicles. Leon County’s proposed ordinance (Attachment #1), as written,<br />

now covers all towing establishments. The proposed ordinance requires that all towing<br />

companies register with the Leon County Sheriff’s Office. The registration process in the<br />

ordinance now includes the towing company, towing vehicles, and the tow truck drivers. The<br />

registration process includes a safety inspection of the towing vehicles and a criminal history<br />

check of the drivers and towing establishment owners. This would help ensure the safety of the<br />

motoring public. Additionally the following significant changes were made in order to clarify<br />

and/or strengthen current sections, increase public safety, create uniformity, and establish<br />

authority and guidelines for the Leon County Sheriff’s Office:<br />

Page 269 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Request to Schedule a First and Only Public Hearing on a Proposed Ordinance Amending<br />

Chapter 11, Article XIII, Entitled “Towing Services” for Tuesday, July 9, 2013 at 6:00 p.m.<br />

June 18, 2013<br />

Page 3<br />

Sec. 11-332. Storage area requirements, clarifies and adds to what requirements are<br />

necessary for proper vehicle storage and security.<br />

Sec. 11-334. Prohibitions, clarifies and strengthens what actions are prohibited and/or<br />

required.<br />

Sec. 11-335. Owner, operator and vehicle registration provisions, gives the sheriff or<br />

designee the authority to adopt such rules and regulations as are necessary for the<br />

implementation and administration of this ordinance. It gives the sheriff or designee authority to<br />

deny applications for various listed reason, to include but not limited to if the owner/applicant<br />

has been convicted, found guilty, pled guilty or nolo contendere to, certain listed offenses<br />

regardless of the adjudication of guilt, within the last ten (10) years. Additionally, it authorizes<br />

the sheriff to charge reasonable fees for the administration of this ordinance.<br />

Sec. 11-336. Wrecker operator’s identification card; renewal, this section now clearly<br />

lays out what is required in order to secure a towing wrecker operator identification card. It<br />

requires that the applicant complete a background check and disqualifies the applicant for<br />

various listed offenses.<br />

Sec. 11-337. Vehicle decal; renewal, this section has been amended to include the most<br />

recent vehicle safety requirements.<br />

Sec. 11-338. Penalties, this section has been amended to clarify what the penalties an d fines<br />

are for violating the ordinance.<br />

Sec. 11-341. Fees charged for towing vehicles parked on private property (trespass<br />

towing), this section was amended to clarify when and how after-hour gate fees may be applied.<br />

Sec. 11-343. Vehicle not towed upon operator returning, this section was amended to<br />

offer more protection to individuals that return to their vehicle prior to it being towed. If the<br />

vehicle is physically connected but not towed away, the towing establishment may charge up to<br />

one-half of the allowable fees. However, the owner or operator of the vehicle shall be allowed at<br />

a minimum (15) minutes to render payment to the operator of the towing vehicle before the<br />

vehicle may be towed.<br />

Sec. 11-355. Consensual towing establishment requirements, this section was created<br />

as part of the new DIVISION 4. CONSENSUAL TOWING. Adding this section clearly spells<br />

out what the County can regulate regarding consensual towing pursuant to Florida Statutes. All<br />

regulations for establishments performing only consensual towing shall be for the safety and<br />

welfare of the public and shall in no way have the force and effect of law related to or restricting<br />

the price, route, or service of the towing establishment.<br />

Page 270 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Request to Schedule a First and Only Public Hearing on a Proposed Ordinance Amending<br />

Chapter 11, Article XIII, Entitled “Towing Services” for Tuesday, July 9, 2013 at 6:00 p.m.<br />

June 18, 2013<br />

Page 4<br />

The following is a list of pro's and con's the Leon County Sheriff’s Office has identified with<br />

amending the ordinance as it currently reads:<br />

Pros<br />

Cons<br />

1. Increased safety for the citizens of Leon County due to criminal<br />

background checks and stringent towing regulation.<br />

2. Prevents unscrupulous towing companies from charging unnecessary and/or<br />

excessive fees.<br />

3. A point of contact for citizens/insurance companies to have<br />

complaints addressed in reference to all towing companies.<br />

4. Most of the wrecker companies who desire to "do it right" are<br />

already on the county/city rotation lists and have no problems<br />

with regulation.<br />

1. Additional resources/time will be necessary from the Leon<br />

County Sheriff’s Office for the purpose of permitting, enforcing<br />

wrecker regulations and inspections.<br />

2. Towing companies may be adversely affected by the possible<br />

loss of staff due to criminal background checks.<br />

The County Attorney’s Office and representatives of the Leon County Sheriff’s Office also have<br />

met to discuss changes. However, after meeting with City of Tallahassee representatives the<br />

City expressed dire concerns with giving up their authority to regulate trespass towing services.<br />

In the spirit of working together it was decided that both jurisdictions would continue to have its<br />

respective ordinances but the County would be solely responsible for regulating rotation towing<br />

services and for permitting all towing establishments/operators.<br />

The City of Tallahassee has also prepared a proposed ordinance (Attachment #2) in which they<br />

remove all references to rotation towing services and require all trespass towers to be permitted<br />

by the Leon County Sheriff’s Office. The City’s proposed ordinance is scheduled for June 19,<br />

2013 to introduce the ordinance and to request a public hearing be scheduled for July 10, 2013.<br />

This method still accomplishes the goal to increase efficiency and reduce confusion of dispatch<br />

operators referring to two separate ordinances and towing rotation lists.<br />

Options:<br />

1. Schedule the first and only public hearing on a proposed ordinance amending Chapter 11,<br />

Article XIII, Entitled “Towing Services” for Tuesday, July 9, 2013 at 6:00 p.m.<br />

2. Do not schedule the first and only public hearing on a proposed ordinance amending<br />

Chapter 11, Article XIII, Entitled “Towing Services” for Tuesday, July 9, 2013 at 6:00 p.m.<br />

3. Board direction.<br />

Recommendation:<br />

Option #1.<br />

Attachments:<br />

1. Proposed Ordinance amending Chapter 11, Article XIII. Towing Services<br />

2. City of Tallahassee proposed towing ordinance<br />

HWAT/LDR<br />

Page 271 of 631 Posted at 6:15 p.m. on June 10, 2013


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ORDINANCE NO. 13-________<br />

AN ORDINANCE <strong>OF</strong> THE <strong>BOARD</strong> <strong>OF</strong> <strong>COUNTY</strong><br />

<strong>COMMISSIONERS</strong> <strong>OF</strong> <strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong>,<br />

AMENDING CHAPTER 11, ARTICLE XXIII ENTITLED<br />

“TOWING SERVICES” <strong>OF</strong> THE CODE <strong>OF</strong> LAWS <strong>OF</strong> <strong>LEON</strong><br />

<strong>COUNTY</strong>, <strong>FLORIDA</strong>; AMENDING SECTION 11-330,<br />

DEFINITIONS; AMENDING SECTION 11-332, STORAGE<br />

AREA REQUIREMENTS; AMENDING SECTION 11-334,<br />

PROHIBITIONS; AMENDING SECTION 11-335, OWNER,<br />

OPERATOR AND VEHICLE REGISTRATION PROVISIONS;<br />

AMENDING SECTION 11-336, OPERATOR’S PERMIT;<br />

RENEWAL; AMENDING SECTION 11-337, VEHICLE<br />

PERMIT; RENEWAL; AMENDING SECTION 11-339,<br />

REVOCATION <strong>OF</strong> PRIVILEGE <strong>OF</strong> CONDUCTING<br />

TOWING; DUE PROCESS HEARING; AMENDING SECTION<br />

11-340, PREREQUISITES TO TOWING VEHICLES PARKED<br />

ON PRIVATE PROPERTY (TRESPASS TOWING);<br />

EXCEPTIONS; AMENDING SECTION 11-341, FEES<br />

CHARGED FOR TOWING VEHICLES PARKED ON<br />

PRIVATE PROPERTY (TRESPASS TOWING); AMENDING<br />

SECTION 11-343, VEHICLE NOT TOWED UPON<br />

OPERATOR RETURNING; AMENDING SECTION 11-350,<br />

FEES CHARGED FOR ROTATION TOWING; AMENDING<br />

SECTION 11-352, VEHICLE OWNER REQUESTS<br />

FOR SPECIFIC SERVICE; ADDING NEW SECTION<br />

11-355, CONSENSUAL TOWING ESTABLISHMENT<br />

REQUIREMENTS; PROVIDING FOR ENFORCEMENT AND<br />

PENALTIES; PROVIDING FOR CONFLICTS; PROVIDING<br />

FOR SEVERABILITY; AND PROVIDING FOR AN<br />

EFFECTIVE DATE.<br />

BE IT ORDAINED BY THE <strong>BOARD</strong> <strong>OF</strong> <strong>COUNTY</strong> <strong>COMMISSIONERS</strong> <strong>OF</strong> <strong>LEON</strong><br />

<strong>COUNTY</strong>, <strong>FLORIDA</strong>, that:<br />

Section 1. Chapter 11, Article XIII, of the Code of Laws of Leon County, Florida, entitled<br />

“Towing Services,” is hereby amended to read as follows:<br />

ARTICLE XIII. TOWING SERVICES<br />

DIVISION 1. GENERALLY; APPLICABLE TO TOWING SERVICES<br />

Sec. 11-330. Definitions.<br />

Attachment #1<br />

Page 1 of 28<br />

Page 272 of 631 Posted at 6:15 p.m. on June 10, 2013


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Unless specifically defined below, words or phrases shall be interpreted so as to give them the<br />

meaning they have in common usage and to give this article its more effective application. The<br />

following words, terms and phrases, when used in this article, shall have the meanings ascribed to<br />

them in this section:<br />

F98-00038<br />

Administrative fee shall mean the fee that is charged by a towing establishment for conducting a<br />

lien search, and certified mail notification to the insurance company, lienholder, owner and all<br />

other parties with a vested interest in the vehicle or vessel. The notification shall advise the<br />

insurance company, lienholder, owner and all other parties with a vested interest, of the<br />

location of the vehicle or vessel and the accrued towing and storage charges as required by F.S.<br />

§ 713.78.<br />

Applicable law enforcement shall mean the Leon County Sheriff's Office.<br />

Consensual Towing shall mean towing a motor vehicle or vessel with the consent of the vehicle<br />

owner or authorized operator.<br />

Consent Towing shall mean person who tows a motor vehicle with the consent of the vehicle<br />

owner.<br />

Crabbing shall mean the prohibited practice of driving in a manner which causes the towed<br />

vehicle to take up any portion of the roadway other than the lane in which the wrecker is<br />

occupying, where the towed vehicle is out-tracking from and deviating from the path of the<br />

wrecker.<br />

Dragging shall mean the prohibited practice of hooking a wrecker up to a vehicle and dragging<br />

it out of the parking space to complete the attachment process, or the process of placing the<br />

grounded end on dollies. Dollies and safety straps, or other devices used for safe towing of<br />

these vehicles, must be put in place before moving a vehicle.<br />

Emergency shall mean circumstances where the usual operation of a business or other private<br />

property is impeded by the blocking of entrances, exits or access to operational equipment, but<br />

specifically shall not include tows for the purpose of clearing parking areas.<br />

Extra time/labor at scene shall mean any extra time beyond one-half hour, needed to safely<br />

remove a vehicle or vessel, and shall also include the amount of time spent at a scene when a<br />

wrecker has been summoned and is on scene, but unable to proceed through no fault of the<br />

wrecker operator. All extra time/labor shall be documented by the wrecker operator and shall<br />

include: (1) the name of the law enforcement agency, (2) the law enforcement agency case<br />

number, (3) detailed billing, including an explanation of the services rendered which<br />

necessitated the charges and (4) detailed photographs of the scene. Extra time/labor shall be<br />

charged in fifteen-minute increments.<br />

Gross Vehicle Weight Rating (G.V.W. or G.V.W.R.) shall mean the maximum operating<br />

weight/mass of a vehicle as specified by the manufacturer.<br />

LCSO shall mean Leon County Sheriff's Office.<br />

Major credit card shall mean a valid Visa or Master Card.<br />

2<br />

Attachment #1<br />

Page 2 of 28<br />

Page 273 of 631 Posted at 6:15 p.m. on June 10, 2013


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F98-00038<br />

Non-consensual towing shall mean towing without the prior consent or authorization of the<br />

owner or authorized operator of the vehicle or vessel to be towed, and shall include both<br />

Rotation Towing and Private Property/Trespass Towing as defined herein.<br />

Permit shall mean the certificate or document that allows an establishment to engage in the<br />

business of recovering, towing, removing and storing vehicles or vessels for compensation in<br />

Leon County.<br />

Relay towing shall mean the prohibited practice in which the towing wrecker operator removes<br />

a vehicle and takes it to an alternate location other than the storage lot in order to<br />

simultaneously remove multiple vehicles in a reduced amount of time, then later transporting<br />

all vehicles to the storage facility.<br />

Roam towing shall mean towing of vehicles as defined in trespass towing where the towing<br />

establishment has entered into a contract with a private property owner to roam their property<br />

during designated hours to remove illegallyimproperly parked vehicles.<br />

Rotation towing system shall mean a system whereby a group of towing establishments have<br />

agreed, in writing, to rotate answering calls for towing and storage services when requested by a<br />

law enforcement agency at the scene of an accident or an abandoned or disabled vehicle. The<br />

towing establishments shall be placed on a call list, and contacted in ranking order as the need<br />

arises, and then rotated to the bottom of the list.<br />

Service Call shall mean a towing establishment’s response to a request for service where<br />

towing of the vehicle is not required. The towing establishment may charge a reasonable fee<br />

for services rendered, up to one-half of the applicable base rotation towing rate for the class of<br />

vehicle, exclusive of any other rotation towing fees. A service call shall include but not be<br />

limited to: changing a flat tire, providing fuel, assisting in starting a vehicle, unlocking a<br />

vehicle or winching an operable vehicle back onto the roadway. The fee does not include the<br />

cost of parts for any authorized vehicle repairs made at roadside, which may be charged by the<br />

towing establishment in addition to the service fee. A towing establishment is prohibited from<br />

assessing the full rotation towing rate if the vehicle is not removed. The towing establishment<br />

that renders service rather than towing a vehicle shall not be rotated to the bottom of the<br />

rotation list, but shall remain at the top of the list for the next available call.<br />

Sheriff shall mean the Leon County Elected Constitutional Officer.<br />

Towing administrator shall mean the employee designed designated by the LCSO to administer<br />

towing services within Leon County.<br />

Towing establishment shall mean any building or site in which the business of towing vehicles<br />

is headquartered. company, corporation, or entity that engages in, owns or operates a business<br />

providing towing, recovery and storage of vehicles or vessels for compensation.<br />

Towing services shall mean wrecker, hauler, etc. used to transport a vehicle not under its own<br />

power.<br />

Towing wrecker operator shall mean any driver or other employee that has direct and approved<br />

3<br />

Attachment #1<br />

Page 3 of 28<br />

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F98-00038<br />

access to any towed vehicle.<br />

Trespass towing shall mean towing or removal of a vehicle that is illegally improperly parked<br />

on private real property, at the property owner's direction, or as defined asin roam towing.<br />

Vehicle shall mean any mobile item, whether motorized or not, which is mounted on wheels.<br />

Vessel shall mean every description of watercraft, barge, and airboat used or capable of being<br />

used as a means of transportation on water, other than a seaplane or a “documented vessel” as<br />

defined in F.S. § 327.02(9).<br />

Weather Wrap/Tarpaulin Fee shall mean a fee that may be assessed when, due to damage to the<br />

vehicle, the towing establishment reasonably finds it necessary to install and maintain coverage<br />

on any stored vehicle in order to protect the interior accessories or upholstery from further<br />

damage by inclement weather.<br />

Sec. 11-331. Liens for recovering, towing, or storing vehicles.<br />

(a) Any person or company regularly engaged in the business of recovering, towing or storing<br />

vehicles who comes into possession of a vehicle pursuant to F.S. § 713.78(2), and who claims a lien<br />

for recovery, towing, or storage services, shall give notice to the registered owner, insurance<br />

company and to all persons claiming a lien thereon, as disclosed by the records in the department of<br />

highway safety and motor vehicles or of a corresponding agency in any other state. Said notice shall<br />

be as provided in F.S. § 713.78(4).<br />

(b) In addition to the notice provisions of F.S. § 713.78(4), the notice shall provide a date, time<br />

and place for the sale authorized pursuant to F.S. § 713.78.<br />

Sec. 11-332. Storage area requirements.<br />

Towing establishments providing services pursuant to this article shall maintain one (1) or more<br />

storage facilities, for the purpose of storage and redemption of vehicles/vessels by owners, insurance<br />

companies or their representative. When closed, the storage facility shall have a sign indicating a<br />

telephone number where the company can be reached at all times. Upon a request from the<br />

vehicle/vessel owner, insurance company or their representative, the company shall release the<br />

vehicle/vessel to the vehicle/vessel owner, insurance company or their representative within one (1)<br />

hour. A detailed, signed receipt shall be given to the vehicle owner, insurance company or their<br />

representative at the time of payment, whether requested or not.<br />

In addition to the requirements of F.S. § 715.07, storage sites utilized by towing establishments for<br />

the storage of motor vehicles towed pursuant to trespass or rotation towing must:<br />

(a) Be securely locked;<br />

(b) Cover an area with a minimum 7,500 square foot area;<br />

4<br />

Attachment #1<br />

Page 4 of 28<br />

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(c) Be enclosed by a chain link or solid wall type fence at least six feet in height; and<br />

(d) Be illuminated with lighting of sufficient intensity expanding to a distance of at least 150<br />

feet during nighttime.:<br />

(e) Use one or more of the following security methods to discourage theft of vehicles, vessels or<br />

any personal property contained in such vehicles or vessels stored in the wrecker operator’s storage<br />

facility:<br />

F98-00038<br />

(1) A night dispatcher or watchman remains on duty at the storage facility from sunset to<br />

sunrise;<br />

(2) A security dog remains at the storage facility from sunset to sunrise;<br />

(3) Security cameras or other similar surveillance devices (such as an alarm system), to<br />

monitor the storage facility; or<br />

(4) A security guard service examines the storage facility at least once each hour from<br />

sunset to sunrise.<br />

(e)(f) Be inspected by the LCSO towing administrator during the annual application and inspection<br />

process.<br />

Sec. 11-333. Publication of notice.<br />

If publication of notice is required, such notice shall be published in a newspaper of general<br />

circulation in the county which is published at least one day a week and of general interest and<br />

readership in the county pursuant to Chapter 50, Florida Statutes, not one of limited subject matter.<br />

Sec. 11-334. Prohibitions.<br />

(a) It shall be a violation of this article to charge any fee which is based on law enforcement<br />

response to a call by the owner of a vehicle.<br />

(b) It shall be a violation of this article for a non-consensual towing establishment to charge a<br />

release fee that exceeds the normal towing and storage fee for towed vehicles which are released<br />

from storage facilities during normal business hours. "Normal business hours" shall be from 8:00<br />

a.m. to 11:00 6:00 p.m.<br />

(c) It shall be a violation of this article for any owner or employee of a towing establishment to<br />

move, remove or deface any tow-away sign, without the permission of the real property owner or an<br />

authorized representative of the owner.<br />

(d) It shall be a violation of this article for any owner or employee of a towing or wrecker service<br />

establishment to compensate, by cash or in-kind services, a property owner or their agent in<br />

exchange for any agreement to tow vehicles from the property owner's property.<br />

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(e) It shall be a violation of the this article for a non-consensual towing establishment to exceed<br />

the fees set forth in this article.<br />

(f) Each towing establishment’s insurance company shall provide a properly completed<br />

certificate of insurance evidencing all coverage to the LCSO towing administrator upon<br />

application/renewal for an operating permit. Each vehicle must be listed on the certificate by its<br />

year, make and vehicle identification number. Certificates of insurance must contain the following<br />

name and address as certificate holder: Leon County Sheriff, 2825 Municipal Way, Tallahassee,<br />

Florida 32304, Attention: Towing Administrator.<br />

It shall be a violation of this article to operate a wrecker without maintaining insurance coverage in<br />

the following minimum amounts:<br />

F98-00038<br />

(1) Garage liability insurance in an amount of not less than $300,000.00 combined single<br />

limit liability;<br />

(2) Garage keeper's legal liability in an amount of not less than $50,000.00, covering<br />

perils of fire and explosion; theft of a vehicle, its parts, or contents; riot and civil commotion;<br />

vandalism, and malicious mischief;<br />

(3) On-hook coverage in an amount of not less than $50,000.00 covering damage to a<br />

vehicle or vehicles in tow;<br />

(4) Bodily injury liability insurance and property damage liability insurance in amounts<br />

of not less than:<br />

a. $50,000.00 per occurrence for a wrecker with a gross vehicle weight of less than<br />

35,000 pounds.<br />

b. $100,000.00 per occurrence for a wrecker with a gross vehicle weight of less than<br />

35,000 pounds or more but less than 44,000 pounds.<br />

c. $300,000.00 per occurrence for a wrecker with a gross vehicle weight of more<br />

than 44,000 pounds.<br />

(5) Workers’ Compensation Insurance as required by Florida Law.<br />

(g) It shall be a violation of this article for any owner or employee of a towing establishment to<br />

attach a towed vehicle in such a manner that it is not traveling in a straight line behind the wrecker<br />

(otherwise known as "crabbing"), so that both vehicles fail to remain in a single lane of travel, in<br />

violation of F.S. § 316.089(1).<br />

(h) It shall be a violation of this article for any owner or employee of a towing establishment to<br />

demand a "no tow" fee if the vehicle they are physically connected to exceeds the gross vehicle<br />

weight of the wrecker. For example, a Class A wrecker is not capable of towing a Class C vehicle<br />

because the combined weight of the two vehicles exceeds the gross vehicle weight capability of the<br />

wrecker.<br />

(i) It shall be a violation of this article for a vehicle to be towed on the roadways of Leon County<br />

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without all devices necessary for the safe towing of the vehicle being in place to include but not be<br />

limited to; a commercially manufactured steering wheel securing device, towing lights and two<br />

safety straps securely attached to the wheel lift and/or dollies.<br />

(j) It shall be a violation of this article for any towing establishment to tow a vehicle if there is a<br />

living person or animal occupying the vehicle.<br />

(k) It shall be a violation of this article for persons who provide towing services to use physical<br />

force or violence or threats of physical force or violence, to aid in efforts to recover or tow vehicles<br />

or vessels.<br />

(l) It shall be a violation of this article, and be deemed fraudulent, to transfer ownership of a<br />

towing establishment to a successor company, if said transfer is made by the towing establishment<br />

for the purpose of evading fees or penalties issued pursuant to this article.<br />

(m) Towing establishments who are found to be in violation of this article relating to a specific<br />

towing incident, shall be required to reimburse the vehicle/vessel owner all improper and/or illegal<br />

over charges related to that towing incident. Failure to reimburse the owner of the vehicle/vessel in<br />

such cases is a violation of this article.<br />

Sec. 11-335. Owner, operator and vehicle registration provisions.<br />

(a) The sheriff or designee shall have the authority to adopt such rules and regulations as are<br />

necessary for the implementation and administration of this article. The sheriff shall be authorized<br />

to charge reasonable fees for the administration of this article.<br />

(b) It shall be unlawful a violation of this article for any person, either as principal, agent or<br />

employee of a towing establishment, to conduct towing services without having first registered the<br />

owner, towing wrecker operators and towing service vehicles with the LCSO, using a format<br />

approved by the LCSO. The information for Leon County registration shall contain the make, model<br />

and manufacturer’s serial number of the vehicle; date the vehicle was put into service; the driver’s<br />

license number of the owner and of all towing service vehicles; the name of the insurance company<br />

or companies with which the owner and operators have liability insurance coverage for the operation<br />

of the vehicle as required by law; the name and driver’s license number of all employees involved in<br />

the towing of vehicles from public and private property, and such other information as may be<br />

required. It shall be the responsibility of the towing establishment to provide updated information to<br />

the LCSO.<br />

(c) The Sheriff or his designee shall review and investigate each application/renewal for an<br />

operating permit. The Sheriff or his designee shall issue a towing operating permit to towing<br />

establishments meeting the standards and requirements for an operating permit as provided for in this<br />

article. The Sheriff or his designee shall deny any application/renewal that is incomplete or untrue in<br />

whole or in part, or which fails in any way to meet the requirements of this article including but not<br />

limited to the following;<br />

F98-00038<br />

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F98-00038<br />

(1) In addition to the provisions of Section 11-336 of this article, if the<br />

owner/applicant has been convicted, found guilty, pled guilty or nolo contendere to,<br />

regardless of the adjudication of guilt, within the last ten (10) years involving: Insurance<br />

fraud, Unlawful repossession of a motor vehicle under F.S. Chapter 493, theft of a motor<br />

vehicle under F.S. § 812.014, operation of a chop shop under F.S. § 812.16, failure to<br />

maintain records of motor vehicle parts and accessories under F.S. § 860.14, airbag theft or<br />

use of fake airbags under F.S. § 860.145 or F.S. § 860.146, overcharging for repairs and parts<br />

under F.S. § 860.15, violation of the towing or storage requirements for a motor vehicle<br />

under F.S. § 321.051, Chapter 323, F.S. § 713.78, F.S. § 715.07, carjacking under F.S. §<br />

812.133; or<br />

(2) Any felony where use of a vehicle was involved in theft of property. In the case of a<br />

corporate or partnership applicant, all corporate officers and directors, or partners shall be<br />

subject to these provisions.<br />

(d) The provisions of this ordinance shall not apply to governmental agencies, vehicle rental<br />

companies which tow their own vehicles, to businesses utilizing trucks capable of transporting five<br />

(5) or more vehicles at one (1) time, towing companies whose sole business is recovery/repossession,<br />

or to persons who use towing vehicles to transport their vehicles solely for personal, family,<br />

household or recreational use.<br />

(e) Towing establishments conducting non-consensual towing in Leon County but having their<br />

primary place of business outside of Leon County shall be required to obtain an operating permit and<br />

shall be subject to all of the provisions of this article. Towing establishments whose principal place<br />

of business is located outside Leon County that provide only consensual towing services in Leon<br />

County shall be exempt from the licensing/permitting provisions of this article.<br />

(f) Nothing in this article shall be construed to prohibit the discharge or storage of a vehicle<br />

lawfully recovered, towed or removed in another county and lawfully transported into Leon County;<br />

nor shall anything in this article be construed to prohibit a vehicle owner, authorized agent or<br />

insurance company from requesting the services of a towing establishment not regularly doing<br />

towing business in the county to remove the owner's vehicle to a location outside the county.<br />

Sec. 11-336. Wrecker operator’s identification card permit; renewal.<br />

(a) No wrecker owner or operator shall conduct towing services without first having obtained a<br />

written permit and wrecker operator’s identification card from the LCSO. After satisfactory<br />

completion of the required permit application process, the LCSO shall issue an permit and<br />

identification card. Each permit and identification card shall contain the following:<br />

(1) aA photograph of the towing wrecker operator;<br />

(2) tThe name of the wrecker service and towing wrecker operator's first and last name;<br />

(3) aA control number that can be linked back to the driver's personal information;<br />

(4) a place for the towing administrator to validate the card;<br />

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F98-00038<br />

After the card is validated it shall be laminated to protect the information contained on the<br />

card. If the permit identification card is lost, damaged, stolen or becomes illegible the card,<br />

shall be replaced by the LCSO.<br />

(b) It shall be a violation of this ordinance article for the owner of any towing establishment to<br />

permit any person to be employed as a towing wrecker operator within the county unless such person<br />

has been granted an written permit identification card to engage in trespass or rotation consensual or<br />

non-consensual towing by the LCSO. Each permit identification card shall be valid for three years<br />

one year from date of issuance.<br />

(c) In order to secure a towing wrecker operator permitidentification card, an applicant shall<br />

comply with the following and provide such information on a form provided by the LCSO.<br />

(1) The applicant shall be at least 18 years of age.<br />

(2) The applicant shall possess a valid Florida driver's license for the class of towing<br />

vehicle operated and provide a photocopy to the wrecker administrator.<br />

(3) The applicant shall provide a copy of his/her medical certification card if applicable.<br />

(4) The applicant shall be competent by reason of experience and/or training to safely<br />

operate the class of towing vehicle driven. The applicant shall be able to demonstrate his/her<br />

ability to safely operate the towing vehicle.<br />

(5) The applicant shall be insured by the towing establishment’s insurance provider.<br />

(3)(6) The applicant shall not have a prior conviction or adjudication withheld of the<br />

following:<br />

a. Any felony conviction within the previous five years from the date of<br />

application/renewal if his or her civil rights have not been restored;<br />

b. Any conviction, plea of guilty or nolo contendre, regardless of the adjudication of<br />

guilt, within the previous ten years from the date of application/renewal, for a felony<br />

or first degree misdemeanor directly related to the business of towing motor vehicles;<br />

c. Any conviction, plea of guilty or nolo contendre, regardless of the adjudication of<br />

guilt, Wwithin the previous five years, of driving under the influence of alcohol, a<br />

controlled substance, or a chemical substance, to the extent that normal faculties are<br />

impaired; driving with an unlawful blood alcohol level, or any other criminal traffic<br />

offense; or<br />

d. Any conviction, plea of guilty or nolo contendre, regardless of the adjudication of<br />

guilt, for a violent felony offense, sexual, or lewd and lascivious offense; regardless<br />

of the amount of time that has elapsed between the date of the application/renewal<br />

and the final disposition of the case.<br />

e. Any conviction, plea of guilty or nolo contendre, regardless of the adjudication of<br />

guilt, for any felony offense(s) that the Sheriff or his designee determines to be a<br />

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F98-00038<br />

threat to the safety and welfare of the public, regardless of the amount of time that<br />

has elapsed between the date of application/renewal and the final disposition of the<br />

case.<br />

f. More than two (2) traffic citations resulting from accidents within the previous<br />

three years from the date of application/renewal wherein the driver has been found<br />

guilty or pled guilty.<br />

g. More than two (2) convictions of first degree misdemeanor traffic crimes<br />

including but not limited to the following: reckless driving, careless driving and<br />

racing, within the previous three years from the date of application/renewal wherein<br />

the driver has been found guilty or pled guilty.<br />

h. More than three (3) separate incidents involving moving violations in any twelvemonth<br />

period within the previous three years from the date of application/renewal<br />

wherein the driver has been found guilty or pled guilty.<br />

i. Has been classified as a habitual traffic offender (as defined by Florida Statutes)<br />

or as defined by the state where he/she previously resided within the previous five<br />

years from the date of application/renewal.<br />

(4)(7) The applicant shall undergo a background check consisting of:<br />

(d) Renewals.<br />

a. fingerprintingFingerprinting;<br />

b. seven year driver's Driver’s license history; and<br />

c. criminal Criminal history check via the Florida Criminal Information<br />

Center/National Criminal Information Computer.<br />

(1) The wrecker operator's permit identification card shall be renewed every three years<br />

annually for operators who remain with the same towing establishment. Prior to an operator<br />

towing with a different towing establishment, the operator shall notify the LCSO towing<br />

administrator and obtain a new identification card.<br />

(2) Towing establishments shall be re-inspected every year. It shall be the towing<br />

establishment's obligation to notify the LCSO towing administrator, and schedule the<br />

renewal inspection prior to the date of expiration.<br />

Sec. 11-337. Vehicle permit decal; renewal.<br />

(a) Application or renewal for a vehicle permitdecal utilized for towing services shall be made to<br />

the LCSO towing administrator. The process will consist of the following:<br />

(1) Equipment check of the vehicle by the LCSO to include the following items:<br />

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a. Minimum manufacturer's rated capacity-truck-track chassis according to G.V.W.<br />

class.<br />

b. Tow Dollies (for Class A and B wheel-lift towing vehicles).<br />

c. Winch capacity according to G.V.W. class.<br />

d. At least 100 feet of cable at least three-eighths inch in diameterWinch cable<br />

length according to G.V.W. class.<br />

e. Minimum of two safety tie down chains no less than ten feet each.<br />

f. Snatch block for each winch.<br />

g. Extra towing chain with hooks (six to eight feet).<br />

h. Two-way radio or mobile phone.<br />

i. Amber emergency lights.<br />

j. Clearance and marker lights.<br />

k. Two spot (flood) lights mounted on the rear of the vehicle.<br />

l. Proper lettering, professionally done on both sides of wrecker.<br />

m. Bolt cutters (minimum of one-half inch opening).<br />

n. Flashlight.<br />

o. Traffic cones, 30 minute fuses, red reflectors, or triangles.<br />

p. Fire Extinguisher, CO2 or dry chemical based with a current inspection tag<br />

attached.<br />

q. 4-way lug wrench or impact wrench.<br />

r. Crowbar or pry bar, minimum of 30 inches.<br />

s. Heavy-duty push broom.<br />

t. 50 pounds of sand or equivalent for fluid absorbency.<br />

u. Set of jumper cables or jumpbox.<br />

v. Square shovel.<br />

w. Axe, saw, or chainsaw.<br />

x. Trash receptacle or bags for glass/debris removal.<br />

y. Commercially manufactured steering wheel securing device.<br />

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z. Sufficient tread on all tires (minimum 4/32 tread depth groove on the front tires<br />

and 2/32 on all other tires)<br />

aa. Safety Garments such as reflective vests, reflective jackets, reflective shirts, and<br />

any other reflective clothing that will cause personnel to be more visible to the<br />

public, shall be worn by all towing company personnel while performing a recovery<br />

on or near a roadway, regardless of day or night hours. The personal protective safety<br />

clothing shall meet the performance class 2 or 3 requirements of the ANSI/ISEA 107-<br />

2010.<br />

xbb. All other equipment required by F.S. §§ 316 and 715.07.<br />

y.cc. Wrecker is commercially manufactured with the following minimum<br />

specifications:<br />

Class A Tow Truck or Car Carrier—Minimum Ratings:<br />

1. Gross vehicle weight ratings ..... 10,000 LBS.<br />

2. Boom capacity ..... 8,000 LBS.<br />

3. Winching capacity ..... 8,000 LBS.<br />

4. Cable size and length ..... ⅜″×100′<br />

5. Wheel lift retracted rating ..... 3,500 LBS.<br />

6. Wheel lift extended ratings ..... 2,000 LBS.<br />

7. Tow sling safe lift rating ….. 3,500 LBS.<br />

8. Safety chains (2 EACH) ….. ⅜″ high test<br />

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9. Cab to axle dimension ..... 56″<br />

Class B Tow Truck—Minimum Ratings:<br />

1. Gross vehicle weight ratings ..... 18,000 LBS.<br />

2. Boom capacity ..... 24,000 LBS.<br />

3. Winching capacity ..... 24,000 LBS.<br />

4. Cable size and length ..... ½″×200′<br />

5. Under-reach retracted rating ..... 10,500 LBS.<br />

6. Under-reach extended ratings ..... 8,500 LBS.<br />

7. Tow sling safe lift rating ..... 8,500 LBS.<br />

8. Safety chains (2 EACH) ..... 5/16″ ALLOY<br />

9. Cab to axle dimension ..... 84″<br />

Class C Tow Truck—Minimum Ratings:<br />

1. Gross vehicle weight ratings ..... 30,000 LBS.<br />

2. Boom capacity ..... 50,000 LBS.<br />

F98-00038<br />

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3. Winching capacity ..... 50,000 LBS.<br />

4. Cable size and length ..... ⅝″×200′<br />

5. Under-reach retracted rating ..... 25,000 LBS.<br />

6. Under-reach extended ratings ..... 12,000 LBS.<br />

7. Tow sling safe lift rating ..... 12,000 LBS.<br />

8. Safety chains (2 EACH) ..... ½″ ALLOY<br />

9. Cab to axle dimension ..... 144″<br />

Class D Tow Truck—Minimum Ratings:<br />

1. Gross vehicle weight ratings ..... 52,000 LBS.<br />

2. Boom capacity ..... 70,000 LBS.<br />

3. Winching capacity ..... 70,000 LBS.<br />

4. Cable size and length ..... ¾″×200′<br />

5. Under-reach retracted rating ..... 45,000 LBS.<br />

6. Under-reach extended ratings ..... 15,000 LBS.<br />

F98-00038<br />

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7. Tow sling safe lift rating ..... 12,000 LBS.<br />

8. Safety chains (2 EACH) ..... ½″ALLOY<br />

9. Cab to axle dimension ..... 180″<br />

F98-00038<br />

Class A Wrecker—Minimum Ratings:<br />

1. Gross vehicle weight rating ..... 14,500 LBS.<br />

2. Boom capacity ..... 16,000 LBS.<br />

3. Winching capacity ..... 8,000 LBS.<br />

4. Cable size and length ..... ⅜″×100′<br />

5. Wheel lift retracted rating ..... 5,000 LBS.<br />

6. Wheel lift extended rating ..... 4,000 LBS.<br />

7. Tow sling safe lift rating ..... 3,500 LBS.<br />

8. Safety chains (2 EACH) ..... 5/16” Grade 70<br />

9. Cab to axle dimension ..... 60″<br />

Class A Car Carrier—Minimum Ratings:<br />

1. Gross vehicle weight rating..... 15,000 LBS.<br />

2. Deck capacity ..... 10,000 LBS.<br />

3. Length 19’<br />

3. Winching capacity ..... 8,000 LBS.<br />

4. Cable size and length ..... ⅜″×50’<br />

5. Tie down chains (4 each) 5/16” grade 80<br />

6. Tie down straps (optional) (4 each) 2000 LBS<br />

7. Cab to axle dimension ..... 120″<br />

Light Duty-Non Police Towing Minimum Ratings:<br />

1. Gross vehicle weight rating ..... 9,500 LBS.<br />

2. Weight of tow truck 4,000 LBS.<br />

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3. Wheel lift extended rating 2,500 LBS.<br />

4. Cab to axle dimension 60”<br />

F98-00038<br />

Class B Wrecker—Minimum Ratings:<br />

1. Gross vehicle weight rating..... 19,000 LBS.<br />

2. Boom capacity ..... 24,000 LBS.<br />

3. Winching capacity .....(each winch) 12,000 LBS. each<br />

4. Cable size and length ..... 5/16″×150′<br />

5. Wheel lift retracted rating ..... 10,500 LBS.<br />

6. Wheel lift extended ratings ..... 6,500 LBS.<br />

7. Tow sling safe lift rating ..... 3,500 LBS.<br />

8. Safety chains (2 EACH) ..... 3/8” Grade 80<br />

9. Cab to axle dimension ..... 96″<br />

Required State D.O.T. Registration<br />

Class B Car Carrier—Minimum Ratings:<br />

1. Gross vehicle weight rating..... 22,500 LBS.<br />

2. Deck capacity ..... 10,000 LBS.<br />

3. Wheel lift capacity for 2 nd vehicle 4,000 LBS<br />

4. Length 19’<br />

5. Winching capacity ..... 8,000 LBS.<br />

6. Cable size and length ..... ⅜″×50’<br />

7. Tie down chains (4 each) 7/16” grade 80<br />

8. Tie down straps (optional) (4 each) 2000 LBS<br />

9. Cab to axle dimension 120”<br />

Required State D.O.T. Registration<br />

Class C Wrecker—Minimum Ratings:<br />

1. Gross vehicle weight rating..... 33,000 LBS.<br />

Air brakes, all tires H-rated, capacity must equal axle rating, device required to control disabled vehicle’s brakes<br />

2. Boom capacity ..... 50,000 LBS.<br />

3. Winching capacity ..... 50,000 LBS.<br />

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4. Cable size and length ..... ⅝″×150′<br />

5. Wheel lift retracted rating ..... 40,000 LBS.<br />

6. Wheel lift extended rating ..... 12,000 LBS.<br />

7. Tow Bar 10,000 LBS<br />

8. Safety chains (2 EACH) ..... 1/2” Grade 80<br />

9. Cab to axle dimension ..... 156″<br />

F98-00038<br />

Required State D.O.T. registration<br />

Class D Wrecker—Minimum Ratings:<br />

1. Gross vehicle weight rating..... 58,000 LBS.<br />

Air brakes, all tires H-rated, capacity must equal axle rating, device required to control disabled vehicle’s brakes<br />

2. Boom capacity ..... 100,000 LBS.<br />

3. Winching capacity ..... 100,000 LBS.<br />

4. Cable size and length ..... 3/4″×250′<br />

5. Wheel lift retracted rating ..... 40,000 LBS.<br />

6. Wheel lift extended rating..... 15,000 LBS.<br />

7. Tow Bar 10,000 LBS<br />

8. Safety chains (2 EACH) ..... 1/2” Grade 80<br />

9. Cab to axle dimension ..... 180″<br />

Required State D.O.T. Registration<br />

(2) Providing copies of vehicle records, such as motor vehicle registration and insurance<br />

maintenance proof, to the LCSO towing administrator.<br />

(3) City/county occupational license.<br />

(b) Upon satisfactory completion and approval of the wrecker vehicle operating permit application<br />

and the vehicle inspection, a validation decal will be issued by LCSO to the applicant, with a<br />

tracking number for that vehicle to be affixed to the lower driver's side corner of the windshield.<br />

(c) Wrecker vehicle permits decals shall be renewed as set forth in subsection 11-336(d) of this<br />

article.<br />

Sec. 11-338. Penalties.<br />

(a) In addition to those penalties imposed by F.S. § 715.07, violation of any provision of this<br />

article, including any of the requirements of F.S. § 715.07, shall be subject to the following civil and<br />

criminal penalties:<br />

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(1) Any person who violates this article shall be liable to the owner or lessee of the<br />

vehicle for all costs of recovery (including all towing and storage fees) plus attorney's fees<br />

and court costs, and shall in addition be liable to the owner or lessee of any towed or<br />

removed vehicle for damages resulting directly or indirectly from the removal, transportation<br />

or storage of the vehicle.<br />

(2) Any person who violates any of the provisions of this article shall be punished by a<br />

fine not to exceed $500.00 per violation or by imprisonment in the county jail for a term not<br />

exceeding 60 days, or by both such fine and imprisonment. Each violation shall be<br />

considered a separate offense.<br />

(b) Any violation of any combination of prohibited practices known as crabbing, relay towing, or<br />

dragging in a 12-month period shall result in the following schedule of fines:<br />

First violation—$50.00 up to $100.00 fine<br />

Second violation—$100.00 up to $250.00 fine<br />

Third and subsequent violation—$100.00$250.00 up to $500.00 fine accompanied with a<br />

revocation of towing wrecker operator privileges in accordance with section 11-339 of this<br />

article.<br />

(c) The sheriff or designee shall have the authority to determine the penalty, consistent with the<br />

provisions of this section, and to impose and enforce these provisions.<br />

(d) Any fines, fees or other costs due shall be paid directly to the clerk of the court.<br />

Sec. 11-339. Revocation of privilege of conducting towing; due process hearing.<br />

(a) Grounds for revocation. In addition to, or as an alternative to, the penalties set forth in<br />

section 11-338, the sheriff or designee may revoke the towing privilege of any person, firm or<br />

corporation to conduct towing on any of the following grounds:<br />

(1) The towing establishment owner and/or operator fails to register as required by this<br />

article; or<br />

(2) The registration contains false statement of a material fact; or<br />

(3) The towing establishment owner and/or operator provides monetary compensation or<br />

other compensation as a kickback to the private property owner as an inducement for signing<br />

a contract with the towing establishment to tow vehicles from the property; or<br />

(4) The towing establishment owner and/or operator provides monetary compensation or<br />

other compensation as a kickback to the private property owner for an individual vehicle<br />

towed from the property; or<br />

(5) The non-consensual towing establishment owner and/or operator charges fees in<br />

excess of those set out in this article; or<br />

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(6) The towing establishment owner and/or operator violates any of the provisions of this<br />

article or Florida Statutes; or<br />

(7) The towing establishment owner and/or operator fails to clearly display the wrecker<br />

vehicle permit decal on the lower left corner of the windshield of the wrecker vehicle<br />

immediately prior to towing a vehicle and/or while performing a tow; or<br />

(8) The towing establishment owner and/or operator utilizes a vehicle that has not been<br />

inspected by the LCSO; or<br />

(8)(9) The towing establishment operator fails to clearly display his or her LCSO operator's<br />

identification on or about his or her person immediately prior to performing a tow.<br />

(b) Determination of violation. Upon the receipt of a complaint of any towing establishment<br />

owner and/or operator or upon a complaint initiated by the sheriff or designee, the sheriff or designee<br />

may conduct an investigation regarding any violation of this article.<br />

(c) Notice of proposed revocation. Upon a probable cause the determination that a violation has<br />

occurred and that revocation is the appropriate action, the sheriff or designee shall notify the towing<br />

establishment owner and/or operator in person or by certified mail, return receipt requested, of its<br />

proposal of revocation.<br />

(1) Notice shall be made by the sheriff or designee either in person or by certified mail,<br />

return receipt requested, within five working days following the determination of a proposed<br />

revocation. Notice by mail shall be considered within the five day time period when placed<br />

within the United States Mail.<br />

(2) The notice shall state that the towing establishment owner and/or operator may<br />

request a due process hearing within 15 calendar days after receiving such notice.<br />

(3) When a due process hearing is desired, a request must be made in writing by the<br />

towing establishment owner and/or operator to the sheriff or designee by certified mail,<br />

return receipt requested. Such request must be received by the sheriff or designee within the<br />

15-day time period.<br />

(4) The sheriff or designee shall set and notice the due process hearing within 15 working<br />

days after the request is received or as soon as practicable thereafter., unless the timeframe is<br />

waived by both parties.<br />

(5) Failure to request a due process hearing within the 15 calendar day period or in the<br />

manner prescribed in this article shall constitute a waiver by the towing establishment owner<br />

and/or operator of any right to a hearing.<br />

(d) Due process hearing. Upon a review of the evidence presented at the due process hearing,<br />

and a finding that a violation has occurred, the sheriff or designee may revoke the towing<br />

establishment owner's and/or operator's privilege to engage in the business of towing not to exceed<br />

one year. The decision of the sheriff or designee shall be final.<br />

(e) Final determination notice. Upon making a final determination, the sheriff or designee shall<br />

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promptly notify the towing establishment owner and/or operator of the decision to either affirm or<br />

alter the proposed revocation as set forth in the notice of proposed revocation. Such notice may be<br />

made by hand delivery or by certified mail, return receipt requested.<br />

(f) Revocation. Any towing establishment owner and/or operator whose privilege to engage in<br />

the business of towing has been revoked shall not be eligible to again register with the sheriff for<br />

towing during the period of revocation.<br />

(g) Administration of article. The sheriff or designee shall have the authority to adopt such rules<br />

and regulations as are necessary for the implementation and administration of this article, including,<br />

but not limited to, hearing procedures.<br />

F98-00038<br />

DIVISION 2. TRESPASS TOWING<br />

Sec. 11-340. Prerequisites to towing vehicles parked on private property (trespass towing);<br />

exceptions.<br />

(a) It shall be a violation of this division for a person hired by the owner of private property<br />

within the county to do any trespass towing without having first obtained approval of the LCSO of<br />

any towing signs posted on the property. In addition to the requirements of F.S. § 715.07, the<br />

wording on the sign shall indicate if towing is conducted other than normal business hours by the<br />

posting of a sign indicating "24 hours per day."<br />

(b) It shall be a violation of this ordinance for any person to tow or cause to be towed any vehicle<br />

parked on private real property unless the provisions of F.S. § 715.07, have been complied with<br />

together with the following requirements:<br />

(1) The owners of the real property and the towing establishment shall have executed, at<br />

least 24 hours prior to the towing or removal of any vehicle, a written agreement for trespass<br />

towing, which agreement shall contain the following provisions:<br />

a. The duration of the agreement;<br />

b. The time of day that such towing or removal is authorized;<br />

c. The days of the week that such towing or removal is authorized;<br />

d. The fees to be paid for the towing or removal;<br />

e. The signatures of both the property owner, or the authorized representative, and<br />

the owner, or authorized representative of the towing service, certifying that each has<br />

read and is in compliance with all of the provisions of F.S. § 715.07.<br />

The form for such agreement shall be approved by the LCSO towing administrator, and may<br />

not be amended or modified in any manner that provides for terms or activities which violate<br />

the provision of this article or F.S. § 715.07.<br />

(2) A copy of the completed agreement shall be placed on file with the LCSO.<br />

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(3) Where the private real property is provided for residential parking other than for a<br />

single-family residence, the agreement, except as provided in sub-section 11-340(a)(4), shall<br />

not authorize the towing service to tow away or remove any vehicle without a verified<br />

request the express instruction to remove the specific vehicle by the property owner or an<br />

authorized representative. The property owner or authorized representative shall be present at<br />

the time of towing and must sign and date such instruction in the presence of the wrecker<br />

operator recovering, towing or removing the vehicle. No pre-approved or post-approved<br />

blank forms are permitted, and the use of the same shall constitute a violation under this<br />

chapter. A property owner's representative may include a resident manager, a property<br />

manager or other agent who has the legal authority to bind the owner, but may not be an<br />

officer, employee or agent of a towing service.<br />

(4) Owners of properties used for residential purposes may elect to authorize the towing<br />

service to tow away or remove vehicles without a verified request the express instruction to<br />

remove a specific vehicle between the hours of 12:00 midnight and 7:00 a.m., provided that<br />

the owner first comply with the following requirements:<br />

a. Posted notice must comply with F.S. § 715.07(2)(a)5.<br />

b. Signage shall be added to each of the existing tow away signs with letters of the<br />

same size as the "tow away" language, which provides the following words: "Roam<br />

Towing, 12:00 midnight—7:00 a.m."<br />

c. Towing contract on file with the LCSO as required by subsection 11-340(b)(2) of<br />

this article shall be amended to provide for roam towing between the hours of 12:00<br />

midnight and 7:00 a.m.<br />

d. A photograph of the illegally improperly parked vehicle shall be taken by a<br />

representative of the towing establishment prior to the removal of that vehicle, and<br />

should shall be maintained by the towing establishment for a minimum period of two<br />

years. The photograph shall demonstrate the violation of law, rule or regulation for<br />

which the vehicle is being towed.<br />

e. Lease, rental or property owners' association documents shall contain a notice<br />

provision indicating that the residential property utilizes roam towing. In the case of<br />

properties with existing leases, rental agreements or property owners' association<br />

documents, it shall be sufficient to notify by regular mail, at the last known address,<br />

each of the tenants/owners of the property prior to the initiation of roam towing. All<br />

amendments to or new leases, rental agreements or property owners' association<br />

documents shall contain the provision giving notice that the property owner intends<br />

to utilize roam towing, and a complete and specifically detailed list of all towing<br />

instructions and rules violations that will result in towing. A copy of these provisions<br />

must be posted in the rental office and the common area. A copy must also be<br />

maintained on file in each tow vehicle removing cars from the property. The towing<br />

administrator shall review and approve the parking rules. At the entrance or entrances<br />

a sign shall be posted stating where the parking rules can be read by residents and<br />

guests. The parking rules shall be posted in a public area at the complex. The<br />

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management, to ensure that they have not been altered, should regularly inspect them;<br />

any sign that is removed or defaced shall be replaced within 30 days.<br />

(c) The provisions of this article shall not apply to:<br />

(1) The towing of vehicles pursuant to other emergencies;<br />

(2) The towing of vehicles from property appurtenant to and obviously a part of a singlefamily<br />

residence;<br />

(3) When notice is personally given to the owner or other legally authorized person in<br />

control of the vehicle that the area in which that vehicle is parked is reserved or otherwise<br />

unavailable and that the unauthorized vehicle will be removed at the owner's or operator's<br />

expense.<br />

(d) The 24-hour notice requirement of this section shall not apply when the tow is of an<br />

emergency nature and the owner has notified the LCSO prior to removing the vehicle.<br />

(e) All vehicles towed shall be towed directly to the storage site owned or leased by the towing<br />

service and the vehicle shall not be kept in any temporary holding area.<br />

(f) Each towing service shall staff or monitor its telephones at all times (pager only does not<br />

satisfy this requirement) and immediately advise any vehicle owner or authorized representative who<br />

calls by telephone of the following:<br />

(1) Each and every document or other item which must be produced to retrieve the<br />

vehicle;<br />

(2) The total towing charges as of the time of the telephone call, and the rate at which<br />

charges will accumulate thereafter;<br />

(3) The acceptable methods of payment; and<br />

(4) That the vehicle can be picked up, at the designated location, within one hour of<br />

request.<br />

Sec. 11-341. Fees charged for towing vehicles parked on private property (trespass towing).<br />

(a) Fees shall be charged as follows:<br />

(1) Any towing and storage firm engaged in the business of trespass towing shall not<br />

charge the owner of any towed vehicle or personal property in excess of $88.00 for the<br />

removal of a Class A vehicle, $145.00 for the removal of a Class B vehicle, and $300.00 for<br />

the removal of a Class C vehicle and $400.00 for the removal of a Class D vehicle. Fees shall<br />

be paid according to the gross vehicle weight, as specified on the registration materials, of<br />

the vehicle they are attempting to tow.<br />

(2) No more than $125.00 per day for storage fees may be charged; however, no storage<br />

fee shall be charged for the first 24-hour period of storage of either the towed vehicle or<br />

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personal property found in the towed vehicle.<br />

(3) The fee for removal shall be all-inclusive; and no additional fees may be charged for<br />

using dollies, trailers, lifts, slim jims, or any other special equipment or services provided by<br />

the towing establishment.<br />

(4) If a certified letter is sent to the owner/lien holder/insurance company pursuant to F.S.<br />

§ 713.78, an administrative fee of $3340.00 plus postage plus any out-of-state charges, may<br />

be charged 72 hours after the tow but not before the receipt of a paid certified mail receipt<br />

from the post office by the towing establishment. An after-hours release fee of $25.00 may be<br />

charged by the towing establishment for releasing a stored vehicle between the hours of<br />

11:00 p.m. and 8:00 a.m. After-hour gate fees may not be applied between the hours of 8:00<br />

a.m. and 6:00 p.m. Monday through Friday (excluding federal holidays). For all other times,<br />

after-hour gate fees may not be applied until six (6) hours after a vehicle has been impounded<br />

in the towing establishment’s storage facility. There shall be no charge to any owner or<br />

authorized person wishing to remove child safety seats, prescription medications and<br />

prescription eyeglasses, medical equipment or life necessity items from an impounded<br />

vehicle/vessel.<br />

(5) Motor vehicles carrying other vehicles (boats, cars, trucks, aircraft, tractors, heavy<br />

equipment, ATVs and motorcycles) that are securely attached shall be considered part of that<br />

vehicle's load and no additional fee shall be charged.<br />

(b) A person who provides trespass towing and storage services pursuant to this section shall<br />

accept payment for towing and storage charges from the vehicle owner or authorized representative<br />

in any of the following forms:<br />

(1) Cash; or<br />

(2) Valid major credit card or debit card.<br />

(c) Maximum trespass towing and storage fees shall be established annually by the Board of<br />

County Commissioners after receiving recommendations from the towing establishments describing<br />

their costs for the removal and storage of vehicles and personal property. The maximum fees shall be<br />

set by resolution to be adopted by the Board of County Commissioners prior to December 31 of each<br />

year. Such maximum fees shall be effective during the following calendar year unless amended by a<br />

subsequent resolution.<br />

Sec. 11-342. Receipt from towing service to be furnished to owner when vehicle towed from<br />

private property is claimed.<br />

When a towed vehicle is claimed, the towing service shall furnish the owner or other legally<br />

authorized person with a receipt which shall include the name of the person who authorized the<br />

towing. The receipt shall also include the following language:<br />

"Notice: Towing from private property is regulated by the provisions of Section 715.07,<br />

Florida Statutes and Leon County Ordinance No._________________________."<br />

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Sec. 11-343. Vehicle not towed upon operator returning.<br />

The owner or operator of any towing service vehicle which is summoned to tow away any vehicle,<br />

whether on a public street, public property, or private property, shall not remove or tow the vehicle<br />

away and shall not charge any fee if the vehicle operator returns to the vehicle prior to the towing<br />

service operator having physically connected the vehicle to the towing apparatus. "Physically<br />

connected" shall mean one-half of the wheel lift apparatus surrounding a tire or the winch hook being<br />

properly hooked to the vehicle in an appropriate place on the vehicle where it can safely be towed or<br />

winched. that at least two of the vehicle's wheels are raised from the ground and are secured to the<br />

towing apparatus with safety straps. If the vehicle is physically connected but not towed away, the<br />

towing establishment may charge up to one-half of the allowable fees as set forth in this article. If the<br />

registered owner or other legally authorized person arrives at the scene prior to the removal or towing<br />

of the vehicle, the vehicle shall be disconnected from the towing or removal apparatus, and that<br />

person shall be allowed to remove the vehicle without interference, upon payment of a reasonable<br />

service fee of not more than one-half of the posted rate, for which a receipt shall be given, unless that<br />

person refuses to remove the vehicle which is otherwise unlawfully improperly parked. The owner or<br />

operator of the vehicle shall be allowed at a minimum (15) minutes to render payment to the operator<br />

of the towing vehicle. The operator of the towing vehicle shall remain at the scene of the tow during<br />

this time period. Upon payment of a drop tow fee, the wrecker operator shall disconnect the vehicle<br />

from the wrecker and return it to the owner or other legally authorized person. The wrecker operator<br />

shall provide a written receipt. Removal or towing of the vehicle includes the act of removing the<br />

vehicle off of the physical premises that the towing contract encompasses.<br />

Sec. 11-344. Trespass towing rules and regulations; authorization.<br />

The sheriff shall be authorized to promulgate rules and regulations for the administration of trespass<br />

towing.<br />

Secs. 11-345 – 11-349. Reserved.<br />

F98-00038<br />

DIVISION 3. ROTATION TOWING<br />

Sec. 11-350. Fees charged for rotation towing.<br />

(a) Maximum charges for towing and storage services provided by towing wrecker operators in<br />

Leon County incident to the rotation system are set forth in the following schedule:<br />

Disabled Vehicles and Crash Towing Class A Class B Class C Class D<br />

Business hours (8:00 a.m. to 6:00 p.m.) 110.00 140.00 300.00 400.00<br />

Night hours (6:01 p.m. to 7:59 a.m.) 140.00 170.00 400.00 500.00<br />

Weekends and holidays<br />

(6:01 p.m. Fri. to 7:59 a.m. Mon.)<br />

24<br />

Attachment #1<br />

Page 24 of 28<br />

140.00 170.00 400.00 500.00<br />

Mileage rate per towed mile charge outside 8.00 8.00 10.00 10.00<br />

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1<br />

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4<br />

of the boundaries of Leon County<br />

(boundaries for Leon County are Capital<br />

Circle and Interstate 10)<br />

Hourly rate for waiting or working time on<br />

scene after the first 30 minutes (Class A,<br />

$25.00 per one-quarter hour), (Class B,<br />

$31.25 per one-quarter hour), (Class C,<br />

$68.75 per one-quarter hour) and (Class D,<br />

$87.50)<br />

Dollies<br />

F98-00038<br />

25<br />

100.00 125.00 275.00 350.00<br />

Business hours 35.00 35.00 N/A N/A<br />

Night hours 40.00 40.00 N/A N/A<br />

Weekends and holidays<br />

(6:01 p.m. Fri. to 7:59 a.m. Mon.)<br />

Winching vehicle and uprighting vehicle,<br />

per tow<br />

Business hours (8:00 a.m. to 6:00 p.m.) 35.00 35.00<br />

Night hours (6:01 p.m. to 7:59 a.m.) 40.00 40.00<br />

Weekends and holidays<br />

(6:01 p.m. Fri. to 7:59 a.m. Mon.)<br />

Additional time at the scene<br />

Business hours: waiting or labor on scene<br />

after the first 30 minutes (per person)<br />

Nights, weekends and holidays: waiting or<br />

labor on scene after the first 30 minutes<br />

(per person)<br />

Landoll trailer, semi rollback or drop back<br />

trailer or truck (with one hour minimum,<br />

$300.00)<br />

Airbags (with one hour minimum,<br />

$900.00)<br />

40.00 40.00 N/A N/A<br />

40.00 40.00<br />

60.00 60.00 60.00 60.00<br />

60.00 60.00 60.00 60.00<br />

Service Call Rate ½ the applicable towing rate<br />

425.00 425.00<br />

1080.00 1080.00<br />

Weather Wrap/Tarpaulin Fee 25.00 25.00 25.00 25.00<br />

Storage Fees<br />

Attachment #1<br />

Page 25 of 28<br />

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Storage, fenced yard, per day, after the first<br />

24 hours<br />

F98-00038<br />

26<br />

25.00 35.00<br />

Tractor 40.00 40.00<br />

Trailer 40.00 40.00<br />

Inside storage per day, after the first 24<br />

hours<br />

30.00 40.00<br />

Tractor 50.00 50.00<br />

Trailer 50.00 50.00<br />

After-hours gate fee<br />

(applies from 6:00 p.m. to 7:00 a.m.)<br />

Administrative fee pursuant to F.S. §<br />

713.78 that may be charged three days after<br />

the tow but not before the receipt of a paid<br />

certified mail receipt by the towing<br />

establishment. (An additional fee may be<br />

charged if a process server is required. The<br />

fee shall not exceed the total amount<br />

charged by the process server.)<br />

40.00<br />

(plus postage<br />

and out-of-<br />

state fees)<br />

35.00 35.00 35.00 35.00<br />

40.00<br />

(plus postage<br />

and out-of-<br />

state fees)<br />

40.00<br />

(plus postage<br />

and out-of-<br />

state fees)<br />

40.00<br />

(plus postage<br />

and out-of-<br />

state fees)<br />

(b) It shall be a violation of this article for a towing wrecker operator or towing establishment<br />

summoned pursuant to a rotation system to charge any additional fees without the advance<br />

permission of the vehicle owner, driver, or authorized representative.<br />

(c) Violation of this section shall constitute a non-criminal offense and shall be grounds for<br />

suspension from the rotation system as outlined in the administrative rules and regulations<br />

promulgated by the sheriff.<br />

(d) Regardless of the class of wrecker utilized or responding to the call, charges shall not be<br />

more than for the class of vehicle towed or serviced, except when vehicle recovery operations require<br />

a larger class wrecker.<br />

Sec. 11-351. Rotation system authorization.<br />

Attachment #1<br />

Page 26 of 28<br />

(a) The sheriff or designee is authorized by F.S. § 323.002, to establish a rotation wrecker towing<br />

system utilizing qualified towing wrecker operators for the removal and storage of wrecked,<br />

abandoned or disabled vehicles when the owner or operator of the vehicle leaves the procurement of<br />

a towing service to the investigating law enforcement officer.<br />

(b) There shall be a standard response time (SRT) for responding to towing requests made by<br />

LCSO. No greater than a 4530 minute arrival response time shall be the SRT, unless exceptional<br />

circumstances, including but not limited to, weather, traffic, etc., prohibit compliance. When a<br />

failure to comply with the SRT is reported to the towing administrator, it shall be the responsibility<br />

of the towing establishment to provide sufficient evidence to establish that the failure to comply was<br />

Page 297 of 631 Posted at 6:15 p.m. on June 10, 2013


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due to exceptional circumstances. Failure to comply with the SRT shall subject the towing<br />

establishment to be skipped in the next rotation.<br />

Sec. 11-352. Vehicle owner requests for specific service.<br />

The rotation system rules and fees do not apply to a vehicle owner's request for utilization of a<br />

specific towing wrecker operator or towing establishment when such a request can be reasonably<br />

honored. In such event, the owner’s request will be honored without resort to these rules unless there<br />

will be an unreasonable time delay or if a traffic problem exists.<br />

Sec. 11-353. Wreck chasing prohibited.<br />

Towing establishments must adhere to F.S. § 323.002, specifically regarding wreck chasing.<br />

Sec. 11-354. Rotation towing rules and regulations; authorization.<br />

The sheriff shall be authorized to promulgate rules and regulations for the administration of rotation<br />

towing.<br />

F98-00038<br />

DIVISION 4. CONSENSUAL TOWING<br />

Sec. 11-355. Consensual towing establishment requirements.<br />

All regulations for establishments performing only consensual towing shall be for the safety and<br />

welfare of the public and shall in no way have the force and effect of law related to or restricting the<br />

price, route, or service of the towing establishment. All sections of this article shall apply to<br />

consensual and non-consensual towing unless it is otherwise specified.<br />

It shall be a violation of this article for any towing establishment that has been issued a consent-only<br />

towing operating permit to perform non-consensual towing services.<br />

Secs. 11-355356 – 11-375. Reserved.<br />

Section 2. Conflicts.<br />

All ordinances or parts of ordinances in conflict with the provisions of this ordinance are<br />

hereby repealed to the extent of such conflict, except to the extent of any conflicts with the<br />

Tallahassee-Leon County 2010 Comprehensive Plan as amended, which provisions shall prevail over<br />

any parts of this ordinance which are inconsistent, either in whole or in part, with the said<br />

Comprehensive Plan.<br />

Section 3. Severability.<br />

If any word, phrase, clause, section or portion of this ordinance shall be held invalid or<br />

unconstitutional by a court of competent jurisdiction, such portion or words shall be deemed a<br />

separate and independent provision and such holding shall not affect the validity of the remaining<br />

portions thereof.<br />

27<br />

Attachment #1<br />

Page 27 of 28<br />

Page 298 of 631 Posted at 6:15 p.m. on June 10, 2013


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F98-00038<br />

Section 4. Effective Date.<br />

This ordinance shall have effect upon becoming law.<br />

DULY PASSED AND ADOPTED BY the Board of County Commissioners of Leon County,<br />

Florida, this ____ th day of July, 2013.<br />

ATTESTED BY:<br />

BOB INZER, CLERK <strong>OF</strong> THE COURT<br />

BY:<br />

CLERK<br />

APPROVED AS TO FORM:<br />

<strong>COUNTY</strong> ATTORNEY'S <strong>OF</strong>FICE<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

BY:<br />

HERBERT W.A. THIELE, ESQ.<br />

<strong>COUNTY</strong> ATTORNEY<br />

28<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

Attachment #1<br />

Page 28 of 28<br />

BY:__________________________________<br />

NICHOLAS MADDOX, CHAIRMAN<br />

<strong>BOARD</strong> <strong>OF</strong> <strong>COUNTY</strong> <strong>COMMISSIONERS</strong><br />

Page 299 of 631 Posted at 6:15 p.m. on June 10, 2013


CHAPTER 20 – TRAFFIC AND VEHICLES<br />

ARTICLE V. - TOWING <strong>OF</strong> MOTOR VEHICLES, TRESPASS TOWING AND<br />

Sec. 20-161. - Definitions.<br />

ROTATION WRECKER TOWING<br />

The following words, terms and phrases, when used in this article, shall have the meanings<br />

ascribed to them in this section, except where the context clearly indicates a different meaning:<br />

Class A vehicles means cars, motorcycles, light duty trucks, boats, campers, and other<br />

vehicles weighing 10,000 pounds (gross vehicle weight) or less.<br />

Class B vehicles means medium duty trucks, motor homes, camper trailers, and other<br />

vehicles weighing between 10,001 and 20,000 pounds (gross vehicle weight).<br />

Class C vehicles means heavy duty trucks, house trailers, buses, and other vehicles<br />

weighing more than 20,001 pounds (gross vehicle weight).<br />

Major credit card means a Visa or MasterCard.<br />

Rotation wrecker towing system means a system whereby a group of wrecker companies<br />

have agreed to take turns answering calls for towing and storage services when requested by a<br />

police officer at the scene of an accident or disabled vehicle. The wrecker companies are placed<br />

on a list, called consecutively as the need arises, and then rotated to the bottom of the list.<br />

Trespass towing means towing or removal of a vehicle that is parked on private real<br />

property, at the property owner's direction.<br />

vehicle.<br />

Wrecker operator means any driver or other employee that has direct access to any towed<br />

Sec. 20-162. - Owner, operator and vehicle registration provisions.<br />

Attachment #2<br />

Page 1 of 21<br />

Page 300 of 631 Posted at 6:15 p.m. on June 10, 2013


(a) It shall be unlawful for any person, either as principal, agent or employee, to do any<br />

trespass or rotation towing without having first registered the owner, wrecker operators and<br />

towing service vehicles with the police department, using a format approved by the police<br />

department. The information for registration shall contain the make, model and manufacturer's<br />

serial number of the vehicle; date the vehicle was put into service; the driver's license number of<br />

the owner and of all towing service vehicles; the name of the insurance company or companies<br />

with which the owner and operators have liability insurance coverage for the operation of the<br />

vehicle as required by law; the name and driver's license number of all employees involved in<br />

the towing of vehicles from public and private property, and such other information as may be<br />

required.<br />

(b) It shall be unlawful for the owner of any wrecker service to permit any person to be<br />

employed as a wrecker operator within the city unless such person has been granted a written<br />

permit to engage in towing as required by Chapter 11 of the Leon County Code of Laws.<br />

Sec. 20-163. - Application for wrecker operator's permit; violations.<br />

(a) No wrecker operator shall engage in trespass or rotation towing without first having<br />

obtained a written permit therefor from the owner of the company such operator is employee by<br />

or such owner's designee. Each permit will meet the following specifications:<br />

(1) Each card shall be not less than 21/8 inches by 33/8 inches.<br />

(2) Each card shall contain a photograph of the wrecker operator that is not less than<br />

one inch by 1½ inches.<br />

(3) Each card shall contain the name of the wrecker service and wrecker operator's<br />

first name in letters that are not less than one-fourth inch by one-fourth inch.<br />

Attachment #2<br />

Page 2 of 21<br />

Page 301 of 631 Posted at 6:15 p.m. on June 10, 2013


(4) Each card shall contain a control number that can be linked back to the driver's<br />

personal information.<br />

(5) Each card shall contain a place for the wrecker administrator to validate the card.<br />

a. After the card is validated it shall be laminated to protect the information<br />

contained on the card.<br />

replaced.<br />

b. If the permit is lost, damaged, stolen or becomes illegible the card will be<br />

(b) It shall be unlawful for the owner of any wrecker service to permit any person to be<br />

employed as a wrecker operator within the city unless such person has been granted a written<br />

permit to engage in trespass or rotation towing by the chief of police. Each permit shall be valid<br />

for two years from date of issuance.<br />

(c) In order to secure a wrecker operator permit, an applicant must provide the following<br />

information on a form provided by the city manager. The applicant must:<br />

(1) Provide the wrecker administrator a certified copy from the Florida Department of<br />

Law Enforcement of his criminal history and a certified copy of his driving record from the<br />

Florida Department of Highway Safety and Motor Vehicles;<br />

(2) Be at least 18 years of age;<br />

(3) Possess a valid Florida Class D driver's license and provide a photocopy to the<br />

wrecker administrator;<br />

(4) Not have been convicted of the following:<br />

a. Any felony if his civil rights have not been restored;<br />

b. Any felony or first degree misdemeanor directly related to the business of<br />

towing motor vehicles; or<br />

Attachment #2<br />

Page 3 of 21<br />

Page 302 of 631 Posted at 6:15 p.m. on June 10, 2013


c. Within the previous five years, of driving under the influence of alcohol, a<br />

controlled substance, or a chemical substance, to the extent that normal faculties are<br />

impaired; driving with an unlawful blood alcohol level; or any other criminal traffic<br />

offense.<br />

Sec. 20-164 163. - Revocation; appeal.<br />

(a) The chief of police may revoke the privilege of any person to do trespass towing on any<br />

of the following grounds:<br />

(1) If the towing service owner or operator fails to register as required by this article;<br />

(2) If the registration contains false statement of a material fact;<br />

(3) If the towing service owner or wrecker operator provides monetary or other<br />

compensation to the private property owner for the privilege of towing vehicles from the<br />

property under contract;<br />

(4) The towing service owner or operator provides monetary compensation to the<br />

private property owner for each individual vehicle towed from the property;<br />

(5) If the towing service owner or wrecker operator charges fees in excess of those set<br />

out in section 20-168<br />

this article; or<br />

(6) If the towing service owner or wrecker operator violates any of the provisions of<br />

(7) If a wrecker operator fails to display on or about his person or on the dashboard of<br />

the wrecker, easily visible to the public, the Leon County wrecker operator permit while<br />

performing a trespass or rotation tow.<br />

Attachment #2<br />

Page 4 of 21<br />

Page 303 of 631 Posted at 6:15 p.m. on June 10, 2013


(b) Three violations of the provisions of this article by any owner and/or operator of a<br />

towing service or towing service vehicle shall result in the automatic suspension of the owner's<br />

or operator's privilege to engage in the business of trespass towing. An owner shall not be<br />

suspended for acts of an employee/operator in violation of this section unless the owner actively<br />

participated in or had knowledge of the violation and took no corrective action against the<br />

employee/operator.<br />

(1) The owner or operator shall be informed in person or by certified or registered<br />

mail within seven days prior to the effective date of the suspension.<br />

(2) The owner or operator may make a written request for a due process hearing<br />

within 15 calendar days of the date of the suspension. Failure to request a hearing within the 15<br />

calendar-day period shall constitute a waiver by the owner or operator of any right to a hearing.<br />

(3) The city manager shall establish rules governing the conduct of the hearing to<br />

ensure the due process of law.<br />

(4) Upon a review of the evidence presented at the hearing, the chief of police may<br />

revoke the owner's or operator's privilege to engage in the business of trespass towing for up to<br />

one year.<br />

(c) Any towing service owner or operator whose privilege to engage in the rotation or<br />

trespass towing has been revoked shall not be eligible to again register with the police<br />

department for trespass towing for a period of one year from the date of revocation.<br />

(d) Any towing service owner or operator whose privilege to engage in the business of<br />

rotation or trespass towing has been revoked may file an appeal within 15 days of the date of<br />

revocation pursuant to the appeals process specified in rules adopted by the city manager.<br />

Attachment #2<br />

Page 5 of 21<br />

Page 304 of 631 Posted at 6:15 p.m. on June 10, 2013


Sec. 20-165 164. - Authorization.<br />

(a) The chief of police is authorized to establish a rotation wrecker towing system utilizing<br />

qualified, reputable wrecker operators for the removal and storage of wrecked or disabled<br />

vehicles when the owner or operator of the vehicle leaves the procurement of a wrecker service<br />

to the investigating police officer. Rules and regulations for the administration of a rotation<br />

system shall be promulgated by the chief of police.<br />

(b) The chief of police shall be authorized to promulgate rules and regulations for the<br />

administration of trespass towing.<br />

Sec. 20-166 165. - Storage area requirements.<br />

In addition to the requirements of F.S. § 715.07, storage sites utilized by wrecker owners for the<br />

storage of motor vehicles towed pursuant to trespass or rotation towing must:<br />

(1) Be capable of being securely locked;<br />

(2) Be not less than 7,500 square feet;<br />

(3) Be surrounded by a chainlink or solid wall type fence at least six feet in height; and<br />

(4) Be illuminated with lighting of sufficient intensity to reveal persons and vehicles at a<br />

distance of at least 150 feet during nighttime.<br />

Sec. 20-167166. - Approval of trespass towing signs; prerequisites to towing vehicles parked<br />

on private property; exceptions.<br />

Attachment #2<br />

Page 6 of 21<br />

(a) It shall be unlawful for a person hired by the owner of private property within the city to<br />

do any trespass towing without having first obtained approval of the police department of the<br />

signs posted on the property. In addition to the requirements of F.S. § 715.07, the wording on<br />

Page 305 of 631 Posted at 6:15 p.m. on June 10, 2013


the sign shall indicate if towing is conducted other than normal business hours by the posting of<br />

a sign indicating "24 hours per day."<br />

(b) It shall be unlawful for any person to tow or cause to be towed any vehicle parked on<br />

private real property unless the provisions of F.S. § 715.07 have been complied with together<br />

with the following requirements:<br />

(1) The owners of the real property and the towing service shall have executed, at<br />

least 24 hours prior to the towing or removal of any vehicle, a written agreement for trespass<br />

towing, which agreement shall contain the following provisions:<br />

a. The duration of the agreement.<br />

b. The time of day that such towing or removal is authorized.<br />

c. The days of the week that such towing or removal is authorized.<br />

d. The fees to be paid for the towing or removal.<br />

e. The signatures of both the property owner, or the authorized<br />

representative, and the owner, or authorized representative, of the towing service,<br />

certifying that each has read and is in compliance with all of the provisions of F.S. §<br />

715.07.<br />

f. The form for such agreement shall be provided by the police department,<br />

and may not be amended or modified in any manner, which provides for terms or<br />

activities, which violate the provisions of this article or F.S. § 715.07.<br />

(2) A copy of the completed agreement is on file with the police department.<br />

Attachment #2<br />

Page 7 of 21<br />

(3) Where the private real property is provided for residential parking other than for a<br />

single-family residence, the agreement, except as provided in subsection (c)(4) of this section,<br />

shall not authorize the towing service to tow away or remove any vehicle without a verified<br />

Page 306 of 631 Posted at 6:15 p.m. on June 10, 2013


equest to remove the specific vehicle by the property owner or an authorized representative. A<br />

property owner's representative may include a resident manager, a property manager or other<br />

agent who has the legal authority to bind the owner, but may not be an officer, employee or agent<br />

of a towing service.<br />

(4) Owners of properties used for residential purposes may elect to authorize the<br />

towing service to tow away or remove vehicles without a verified request to remove a specific<br />

vehicle between the hours of 12:00 midnight and 7:00 a.m. provided that the owner first comply<br />

with the following requirements:<br />

a. Signage shall be added to each of the existing tow away signs with letters<br />

of the same size as the "tow away" language, which provides the following words:<br />

"Roam Towing, 12:00 midnight — 7:00 a.m.".<br />

b. The towing contract on file with the police department as required by<br />

subsection (c)(1) of this section shall be amended to provide for roam towing between the<br />

hours of 12:00 midnight and 7:00 a.m.<br />

c. A photograph of the "offending" vehicle shall be taken prior to its removal<br />

and should be maintained by the wrecker company for a minimum period of two years.<br />

The photograph shall demonstrate the violation of law, rule or regulation for which the<br />

vehicle is being towed.<br />

Attachment #2<br />

Page 8 of 21<br />

d. Lease, rental or property owners' association documents shall contain a<br />

notice provision indicating that the residential property utilizes roam towing. In the case<br />

of properties with existing leases, rental agreements or property owners' association<br />

documents, it shall be sufficient to notify by regular mail, at the last known address, each<br />

of the tenants/owners of the property prior to the initiation of roam towing. All<br />

Page 307 of 631 Posted at 6:15 p.m. on June 10, 2013


amendments to or new leases, rental agreements or property owners' association<br />

documents shall contain the provision giving notice that the property owner intends to<br />

utilize roam towing, and a complete and specifically detailed list of all towing<br />

instructions and rules violations that will result in towing. A copy these provisions must<br />

be posted in the rental office and the common area. A copy must also be maintained on<br />

file in each tow vehicle removing vehicles from the property. The towing administrator<br />

shall review and approve the parking rules. At the entrance or entrances a sign shall be<br />

posted stating where the parking rules can be read by residents and guests. The parking<br />

rules shall be posted in a public area at the complex. The management, to ensure that they<br />

have not been altered, should regularly inspect them; any sign that is removed or defaced<br />

shall be replaced within 30 day.<br />

(5) The provisions of this article shall not apply to:<br />

a. The towing of vehicles pursuant to other provisions in this chapter.<br />

b. The towing of vehicles from property appurtenant to and obviously a part<br />

of a single-family residence.<br />

c. When notice is personally given to the owner or other legally authorized<br />

person in control of the vehicle that the area in which that vehicle is parked is reserved or<br />

otherwise unavailable and that the unauthorized vehicle will be removed at the owner's or<br />

operator's expense.<br />

Attachment #2<br />

Page 9 of 21<br />

(c) The 24-hour notice requirement of this section shall not apply where the tow is of an<br />

emergency nature and the owner has notified the police department prior to removing the<br />

vehicle. The term "emergency" in this section shall only include circumstances where the usual<br />

Page 308 of 631 Posted at 6:15 p.m. on June 10, 2013


operation of a business is impeded by the blocking of entrances, exits or access to operational<br />

equipment, but specifically shall not include tows for the purpose of clearing parking areas.<br />

(d) All vehicles towed shall be towed directly to the storage site owned or leased by the<br />

towing service and the vehicle shall not be kept in any temporary holding area.<br />

(e) Each towing service shall staff or monitor its telephones at all times (pager only does not<br />

satisfy this requirement) and immediately advise any vehicle owner or authorized representative<br />

who calls by telephone of the following:<br />

vehicle.<br />

(1) Each and every document or other item which must be produced to retrieve the<br />

(2) The exact charges as of the time of the telephone call, and the rate at which<br />

charges will accumulate thereafter.<br />

(3) The acceptable methods of payment.<br />

(4) That the vehicle can be picked up within one hour of request.<br />

Sec. 20-168 167. - Fees charged.<br />

(a) Fees shall be charged as follows:<br />

(1) Any towing and storage firm engaged in the business of trespass towing shall not<br />

charge the owner of any towed vehicle or personal property in excess of $88.00 for the removal<br />

of a Class A vehicle, $145.00 for the removal of a Class B vehicle, and $300.00 for the removal<br />

of a Class C vehicle. Fees shall be paid according to the gross vehicle weight of the vehicle they<br />

are attempting to tow.<br />

Attachment #2<br />

Page 10 of 21<br />

Page 309 of 631 Posted at 6:15 p.m. on June 10, 2013


(2) No more than $15.00 per day for storage fees may be charged; however, no<br />

storage fee shall be charged for the first 24-hour period from the time the vehicle or personal<br />

property is towed or removed.<br />

(3) The fee for removal shall be all-inclusive; and no additional fees may be charged<br />

for using dollies, trailers, lifts, slim jims, or any other special equipment or services. If a certified<br />

letter is sent to the owner/lien holder/insurance company pursuant to F.S. § 713.78, an<br />

administrative fee of $33.00 plus postage plus any out-of-state charges, may be charged three<br />

days after the tow but not before the receipt of a paid certified mail receipt from the post office<br />

by the towing and storage firm.<br />

An after hours release fee of $30.00 may be charged by the towing and storage firm for releasing<br />

a stored vehicle between the hours of 11 p.m. and 8:00 a.m.<br />

(4) Motor vehicles carrying other vehicles (boats, cars, trucks, aircraft, tractors, heavy<br />

equipment ATVs and motorcycles) that are securely attached shall be considered part of that<br />

vehicle's load and no additional fee shall be charged.<br />

(b) A person, firm or corporation which provides trespass towing and storage services<br />

pursuant to this section shall accept payment for charges from the vehicle owner or authorized<br />

representative in any of the following forms:<br />

(1) Cash; or<br />

(2) Valid major credit card or debit card.<br />

Attachment #2<br />

Page 11 of 21<br />

(c) Maximum trespass towing and storage fees shall be established annually by the<br />

city commission after receiving recommendations based on financial information submitted by<br />

the trespass towing companies as to their costs for the removal and storage of vehicles and<br />

personal property and on other information. The required information shall be submitted by the<br />

Page 310 of 631 Posted at 6:15 p.m. on June 10, 2013


towing company owners by October 31 of each year. The maximum fees shall be set by<br />

resolution to be adopted by the city commission prior to December 31 of each year. Such<br />

maximum fees shall be effective during the following calendar year and until changed by<br />

subsequent resolution.<br />

Sec. 20-169 168. - Vehicle not towed upon operator returning; receipt to be furnished when<br />

vehicle claimed.<br />

(a) The owner or operator of any towing service vehicle which is summoned to tow away<br />

any vehicle, whether on a public street, public property, or private property, shall not remove or<br />

tow the vehicle away and shall not charge any fee if the vehicle operator returns to the vehicle<br />

prior to the towing service operator having physically connected the vehicle to the towing<br />

apparatus. The term "physically connected" means one half of the wheel lift apparatus<br />

surrounding a tire or the winch hook being properly hooked to the vehicle in an appropriate place<br />

on the vehicle where it can safely be towed or winched. If the vehicle is physically connected but<br />

not towed away, the towing company may charge up to one-half of the allowable fees as set forth<br />

in this article. If the registered owner or other legally authorized person arrives at the scene prior<br />

to the removal or towing of the vehicle, the vehicle shall be disconnected from the towing or<br />

removal apparatus, and that person shall be allowed to remove the vehicle without interference<br />

upon payment of a reasonable service fee of not more than one-half of the posted rate, for which<br />

a receipt shall be given, unless that person refuses to remove the vehicle which is otherwise<br />

unlawfully parked. Removal or towing of the vehicle shall be defined as removing the vehicle off<br />

of the physical premises that the towing contract encompasses.<br />

Attachment #2<br />

Page 12 of 21<br />

Page 311 of 631 Posted at 6:15 p.m. on June 10, 2013


(b) When a towed vehicle is claimed, the towing service shall furnish the owner or other<br />

legally authorized person with a receipt, which shall include the name of the person who<br />

authorized the towing. The receipt shall also include the following language:<br />

"Notice: Towing from private property is regulated by the provisions of Section 715.07, Florida<br />

Statutes, and City of Tallahassee Ordinance."<br />

Sec. 20-170 169. - Prohibitions; penalties.<br />

(a) It shall be a violation of this article to charge any fee which is based on police response to<br />

a call by the owner of a vehicle.<br />

(b) It shall be a violation of this article to charge a release fee for towed vehicles that are<br />

released from storage facilities during normal business hours. Normal business hours shall be<br />

from 7:00 a.m. to 11:00 p.m.<br />

(c) It shall be a violation of this article for any person other than the real property owner or<br />

an authorized representative of the owner to move, remove or deface any tow away sign.<br />

(d) It shall be a violation of this article for any owner or wrecker employee of a towing or<br />

wrecker service to compensate, by cash or in-kind services, a property owner or their agents in<br />

exchange for any agreement to tow vehicles from the property owner's property.<br />

(e) It shall be a violation of this article to exceed the fees set forth in this article.<br />

(f) Except for towing in the normal course of its business, it shall be a violation of this article<br />

for a towing or wrecker service to tow vehicles from its property or the property of its agents,<br />

unless the property is the towing service owner's primary place of business.<br />

(g) It shall be a violation of this article to operate a wrecker without maintaining insurance<br />

coverage in the following minimum amounts:<br />

Attachment #2<br />

Page 13 of 21<br />

Page 312 of 631 Posted at 6:15 p.m. on June 10, 2013


(1) Garage liability insurance in an amount of not less than $300,000.00 combined<br />

single limit liability.<br />

(2) Garage keeper's legal liability in an amount of not less than $50,000.00, covering<br />

perils of fire and explosion; theft of a vehicle, its parts, or contents; riot and civil commotion;<br />

vandalism, and malicious mischief.<br />

(3) On-hook coverage in an amount of not less than $50,000.00 covering damage to a<br />

vehicle or vehicles in tow.<br />

amounts of:<br />

(4) Bodily injury liability insurance and property damage liability insurance in<br />

a. Not less than $50,000.00 per occurrence for a wrecker with a gross vehicle<br />

weight of less than 35,000 pounds.<br />

b. Not less than $100,000.00 per occurrence for a wrecker with a gross<br />

vehicle weight of less than 35,000 pounds or more but less than 44,000 pounds.<br />

c. Not less than $300,000.00 per occurrence for a wrecker with a gross<br />

vehicle weight of more than 44,000 pounds.<br />

(h) It shall be a violation of this article for any owner or wrecker employee of a towing or<br />

wrecker service to attach a towed vehicle in such a manner that it is not traveling in a straight<br />

line behind the wrecker (otherwise known as "crabbing"), so that both vehicles fail to remain in a<br />

single lane of travel, in violation of F.S. § 316.089(1).<br />

Attachment #2<br />

Page 14 of 21<br />

(i) It shall be a violation of this article for any owner or wrecker employee of a towing or<br />

wrecker service to demand a "no tow" fee if the vehicle they are physically connected to exceeds<br />

the gross vehicle weight of the wrecker. For example, a Class A wrecker is not capable of towing<br />

Page 313 of 631 Posted at 6:15 p.m. on June 10, 2013


a Class C vehicle because the combined weight of the two vehicles exceeds the gross vehicle<br />

weight capability of the wrecker.<br />

(j) In addition to those penalties imposed by F.S. § 715.07, violation of any provision of this<br />

article, including any of the requirements of F.S. § 715.07, shall be subject to the following civil<br />

and criminal penalties:<br />

(1) Any person who violates this article shall be liable to the owner or lessee of the<br />

vehicle for all costs of recovery (including all towing and storage fees) plus attorney's fees and<br />

court costs, and shall in addition be liable to the owner or lessee of any towed or removed<br />

vehicle for damages resulting directly or indirectly from the removal, transportation or storage of<br />

the vehicle.<br />

(2) Any person who violates any of the provisions of this article shall upon<br />

conviction be punished by a fine not to exceed $500.00 or by imprisonment in the county jail for<br />

a term not exceeding 60 days, or by both such fine and imprisonment.<br />

Sec. 20-171. - Fees charged for rotation towing.<br />

(a)<br />

Attachment #2<br />

Page 15 of 21<br />

(1)Maximum charges for towing and storage services provided by wrecker operators in the<br />

city incident to the rotation wrecker towing system are set forth in the following schedule:<br />

Disabled Vehicles and Crash Towing Class A Class B Class C<br />

Business hours, 8:00 a.m. to 6:00 p.m. $100.00 $125.00 $300.00<br />

Night hours, 6:01 p.m. to 7:59 a.m. 125.00 150.00 400.00<br />

Weekends and holidays, 6:01 p.m. Friday to 7:59 a.m. 125.00 150.00 400.00<br />

Page 314 of 631 Posted at 6:15 p.m. on June 10, 2013


Monday<br />

Mileage rate per-mile charge outside (boundaries for<br />

city are Capital Circle and Interstate 10)<br />

Hourly rate for waiting or working time on scene after<br />

the first 30 minutes (Class A $20.00 per ¼ hour)(Class<br />

B $25.00 per ¼ hour) (Class C $56.25 per ¼ hour)<br />

Dollies<br />

8.00 8.00 10.00<br />

100.00 125.00 275.00<br />

Business hours 35.00 35.00 N/A<br />

Night hours 40.00 40.00 N/A<br />

Weekends and holidays, 6:01 p.m. Friday to 7:59 a.m.<br />

Monday<br />

Winching Vehicle and Up-Righting Vehicle, Per Tow<br />

40.00 40.00 N/A<br />

Business hours 8:00 a.m. to 6:00 p.m. 35.00 35.00<br />

Night hours 6:01 p.m. to 7:59 a.m. 40.00 40.00<br />

Weekends and holidays, 6:01 p.m. Friday to 7:59 a.m.<br />

Monday<br />

Additional Time at the Scene<br />

Business hours: Waiting or labor on scene after the<br />

first 30 minutes (per person)<br />

40.00 40.00<br />

60.00 60.00 60.00<br />

Nights, weekends and holidays: Waiting or labor on 60.00 60.00 60.00<br />

Attachment #2<br />

Page 16 of 21<br />

Page 315 of 631 Posted at 6:15 p.m. on June 10, 2013


scene after the first 30 minutes (per person)<br />

Landoll trailer, semi rollback or drop back trailer or<br />

truck (with one hour minimum 300.00)<br />

425.00<br />

Airbags (with one hour minimum 900.00) 1080.00<br />

Storage fenced yard, per day, after the first 24 hours 25.00 35.00<br />

Tractor 40.00<br />

Trailer 40.00<br />

Inside storage per day, after the first 24 hours 30.00 40.00<br />

Tractor 50.00<br />

Trailer 50.00<br />

After hours gate fee applies from 6:00 p.m. to 7:00<br />

a.m.<br />

receipt of a paid certified mail receipt by the towing<br />

company (An additional fee may be charged if a process<br />

server is required. The fee shall not exceed the total<br />

amount charged by the process server.)<br />

35.00 35.00 35.00<br />

Administrative fee pursuant to F.S. § 713.78 that may be 40.00 plus 40.00 plus 40.00 plus<br />

charged three days after the tow but not before the postage and postage and postage and<br />

out-of-state<br />

fees<br />

out-of-state<br />

fees<br />

Attachment #2<br />

Page 17 of 21<br />

out-of-state<br />

fees<br />

Page 316 of 631 Posted at 6:15 p.m. on June 10, 2013


(2) Effective July 1, 2009, the maximum charges for towing and storage services provided by<br />

wrecker operators in the city incident to the rotation wrecker towing system are set forth in the<br />

following schedule:<br />

Disabled Vehicles and Crash Towing Class A Class B Class C<br />

Business hours, 8:00 a.m. to 6:00 p.m. $110.00 $140.00 $300.00<br />

Night hours, 6:01 p.m. to 7:59 a.m. 140.00 170.00 400.00<br />

Weekends and holidays, 6:01 p.m. Friday to 7:59 a.m.<br />

Monday<br />

Mileage rate per-mile charge outside (boundaries for<br />

city are Capital Circle and Interstate 10)<br />

Hourly rate for waiting or working time on scene after<br />

the first 30 minutes (Class A $20.00 per ¼ hour)(Class<br />

B $25.00 per ¼ hour) (Class C $56.25 per ¼ hour)<br />

Dollies<br />

140.00 170.00 400.00<br />

8.00 8.00 10.00<br />

100.00 125.00 275.00<br />

Business hours 35.00 35.00 N/A<br />

Night hours 40.00 40.00 N/A<br />

Weekends and holidays 6:01 p.m. Friday to 7:59 a.m.<br />

Monday<br />

Winching Vehicle and Up-righting Vehicle Per Tow<br />

40.00 40.00 N/A<br />

Business hours, 8:00 a.m. to 6:00 p.m. 35.00 35.00<br />

Attachment #2<br />

Page 18 of 21<br />

Page 317 of 631 Posted at 6:15 p.m. on June 10, 2013


Night hours, 6:01 p.m. to 7:59 a.m. 40.00 40.00<br />

Weekends and holidays 6:01 p.m. Friday to 7:59 a.m.<br />

Monday<br />

Additional Time at the Scene<br />

Business hours: Waiting or labor on scene after the<br />

first 30 minutes (per person)<br />

Nights, weekends and holidays: Waiting or labor on<br />

scene after the first 30 minutes (per person)<br />

Landoll trailer, semi rollback or drop back trailer or<br />

truck (with one hour minimum 300.00)<br />

40.00 40.00<br />

60.00 60.00 60.00<br />

60.00 60.00 60.00<br />

425.00<br />

Airbags (with one hour minimum 900.00) 1,080.00<br />

Storage fenced yard, per day, after the first 24 hours 25.00 35.00<br />

Tractor 40.00<br />

Trailer 40.00<br />

Inside storage per day, after the first 24 hours 30.00 40.00<br />

Tractor 50.00<br />

Trailer 50.00<br />

After hours gate fee applies from 6:00 p.m. to 7:00<br />

a.m.<br />

35.00 35.00 35.00<br />

Attachment #2<br />

Page 19 of 21<br />

Administrative fee pursuant to F.S. § 713.78 that may 40.00 plus 40.00 plus 40.00 plus<br />

Page 318 of 631 Posted at 6:15 p.m. on June 10, 2013


e charged three days after the tow but not before the postage and postage and postage and<br />

receipt of a paid certified mail receipt by the towing<br />

company (An additional fee may be charged if a process<br />

server is required. The fee shall not exceed the total<br />

amount charged by the process server.)<br />

out-of-state<br />

fees<br />

out-of-state<br />

fees<br />

out-of-state<br />

(b) It shall be unlawful for a wrecker operator or company summoned pursuant to a rotation<br />

system call to charge any additional fee without the advanced permission of the vehicle owner,<br />

driver, or authorized representative.<br />

(c) Violation of this section shall constitute a non-criminal offense and shall be grounds for<br />

suspension from the rotation system as outlined in the administrative rules and regulations<br />

promulgated by the chief of police.<br />

Sec. 20-172. - Owner requests for specific service; wreck-chasing prohibited.<br />

(a) The rotation system rules and fees do not apply to a vehicle owner's request for utilization<br />

of a specific wrecker operator or company when such request can be reasonably honored.<br />

(b) It is unlawful pursuant to F.S. § 323.002(2)(b), for any person to solicit any wrecker<br />

business, directly or indirectly, at the scene of a wrecked or disabled vehicle, regardless of<br />

whether the solicitation is for the purpose of towing, repairing, wrecking, storing, trading, or<br />

purchasing the vehicle.<br />

Attachment #2<br />

Page 20 of 21<br />

(c) It is unlawful pursuant to F.S. § 323.002(2)(b) for any person operating a wrecker to<br />

bring the wrecker to the scene of an accident unless such wrecker has been called to the scene by<br />

fees<br />

Page 319 of 631 Posted at 6:15 p.m. on June 10, 2013


the police department or by the owner, operator, or other person responsible for a vehicle<br />

involved in the accident.<br />

Sec. 20-173 170. - Liens for recovering, towing, or storing vehicles; publication of notice.<br />

(a) Any person regularly engaged in the business of recovering, towing or storing vehicles<br />

who comes into possession of a vehicle pursuant to F.S. § 713.78(2), and who claims a lien for<br />

recovery, towing, or storage services, shall give notice to the registered owner and to all persons<br />

claiming a lien thereon, as disclosed by the records in the Florida Department of Highway Safety<br />

and Motor Vehicles or of a corresponding agency in any other state. The notice shall be as<br />

provided in F.S. § 713.78(4).<br />

(b) In addition to the notice provisions of F.S. § 713.78(4), the notice shall provide a date,<br />

time and place for the sale authorized pursuant to F.S. § 713.78.<br />

Attachment #2<br />

Page 21 of 21<br />

(c) If publication of notice is required, such notice shall be published in a newspaper of<br />

general circulation in the county which is published at least one day a week and of general<br />

interest and readership in the county pursuant to F.S. ch. 50, not one of limited subject matter.<br />

Page 320 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #15<br />

Page 321 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #15<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Acceptance of Status Report on Strategic Initiative to Develop Design<br />

Standards Requiring Interconnectivity for Pedestrians and Non-Vehicular<br />

Access<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Fiscal Impact:<br />

This item has no fiscal impact to the County.<br />

Vincent S. Long, County Administrator<br />

Tony Park, P.E., Director, Public Works and Community<br />

Development<br />

Wayne Tedder, Director, Planning, Land Management and<br />

Community Enhancement (PLACE)<br />

David McDevitt, Director, Development Support & Environmental<br />

Management (DSEM)<br />

Roxanne Manning, Planning Manager<br />

Russell Snyder, Land Use Planning Manager<br />

Susan Denny, Senior Planner<br />

Staff Recommendation:<br />

Option #1: Accept the status report on the strategic initiative to develop design standards<br />

requiring interconnectivity for pedestrians and non-vehicular access.<br />

Page 322 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of Status Report on Strategic Initiative to Develop Design Standards Requiring<br />

Interconnectivity for Pedestrians and Non-Vehicular Access<br />

June 18, 2013<br />

Page 2<br />

Background<br />

Report and Discussion<br />

On March 14, 2013, Planning Department staff and senior staff from the Development Support<br />

and Environmental Management (DSEM) Department met in order to discuss past and present<br />

efforts for pedestrian and non-vehicular interconnectivity. In addition, a thorough review of the<br />

Tallahassee-Leon County Comprehensive Plan and the Leon County Land Development Code<br />

was made to ascertain and evaluate requirements and policies necessary for implementation of<br />

pedestrian and non-vehicular interconnectivity.<br />

Providing the status report is an essential component to the following FY2012 & FY 2013<br />

Strategic Initiative that the Board approved at the January 29, 2013 meeting:<br />

“Implement strategies that preserve neighborhoods and create connectedness and<br />

livability, including develop design standards requiring interconnectivity for<br />

pedestrians and non-vehicular access.”<br />

This particular Strategic Initiative aligns with the Board’s Strategic Priorities – Quality of<br />

Life.<br />

Support the preservation of strong neighborhoods through appropriate community<br />

planning, land use regulations, and high quality provision of services. (Q6)<br />

Further create connectedness and livability through supporting human scale<br />

infrastructure and development, including enhancing our multimodal districts.<br />

(Q7)<br />

Analysis<br />

Tallahassee-Leon County Comprehensive Plan<br />

Pedestrian and non-vehicular interconnections are physical sidewalks or pathways between sites<br />

or subdivisions that are suitable for travel by pedestrian or non-motorized vehicles, most often a<br />

bicycle. These interconnections can take the form of direct sidewalk interconnection to adjacent<br />

sites, public/private sidewalk networks, or multi-use trails between adjacent uses or subdivisions.<br />

Mobility Element Objective 1.4 of the Comprehensive Plan includes a provision to “increase<br />

access and safety for cyclists and pedestrians.” Implementing policies for this objective require<br />

that developments within the Urban Service Area (USA) include bicycle lanes and pathways or<br />

sidewalks within proposed developments connecting the surrounding land uses. Pedestrian and<br />

bicycle interconnections are required between compatible developments and they can be required<br />

between incompatible developments if the interconnections do not negatively impact either the<br />

new development or adjacent development and the interconnection reduces vehicular traffic on<br />

nearby streets.<br />

Page 323 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of Status Report on Strategic Initiative to Develop Design Standards Requiring<br />

Interconnectivity for Pedestrians and Non-Vehicular Access<br />

June 18, 2013<br />

Page 3<br />

Additionally, the Comprehensive Plan requires developers to build sidewalk connections from<br />

their developments to the existing sidewalk network along the right-of-way of adjacent streets.<br />

In this way, the sidewalk network is expanded and new development can access adjacent<br />

development along the public sidewalk network.<br />

Leon County Land Development Regulations<br />

1. Direct Interconnections:<br />

Section 10-7.502(b) of the Leon County Land Development Regulations implements the<br />

pedestrian and vehicular interconnection requirements of the Comprehensive Plan as follows:<br />

Pedestrian interconnections are required between non-residential (including recreation and<br />

community services) and multi-family developments within the USA;<br />

If the adjacent site is developed, the interconnection is required to be constructed;<br />

If the adjacent site is undeveloped, the developer is required to provide for future<br />

interconnections to the property line of the adjacent property;<br />

Pedestrian and bicycle interconnections are required to any public building, public park, trail,<br />

bikeway, transit stop or public school (if approved by the school board);<br />

The minimum pavement width of the pedestrian cross access shall be determined by the<br />

county engineer;<br />

Exemptions: interconnection requirements are exempted when the Development Review<br />

Committee (DRC) determines that there are physical impediments to their construction such<br />

as environmental features, buildings, etc.; and<br />

Pedestrian and bicycle paths in residential subdivisions between adjoining subdivisions and<br />

the street network are required to be constructed in a safe and convenient way, as determined<br />

by the DRC based on the signage, location, width, clearance and construction material design<br />

standards approved by the county engineer.<br />

Section 10-7.502(b) augments the Comprehensive Plan’s pedestrian and non-vehicular<br />

interconnection requirements by insuring that the width of the interconnections meet<br />

engineering design standards. In addition, these regulations assure that the interconnections<br />

are not constructed prematurely, creating an added cost to the developer, but rather that the<br />

interconnections are constructed when they are needed.<br />

The existing interconnection regulations provide for exemptions from pedestrian and nonvehicular<br />

interconnections on a limited basis. The approval of these exemptions requires<br />

DRC action and is based on the documented presence of physical impediments to the<br />

interconnections.<br />

Page 324 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of Status Report on Strategic Initiative to Develop Design Standards Requiring<br />

Interconnectivity for Pedestrians and Non-Vehicular Access<br />

June 18, 2013<br />

Page 4<br />

2. Sidewalks:<br />

Sections 10-7.529 (1) and (2) of the Leon County Land Development code require new<br />

development in the USA to implement a “pedestrian mobility system”, which requires a sidewalk<br />

network within a development to link building, parking and other areas of the site. It also requires<br />

sidewalk connections from the internal site network to the public sidewalk network. Sidewalks<br />

are also required within new residential subdivisions and between new residential subdivisions<br />

and other residential subdivisions. Design standards for sidewalks are set by the County Engineer<br />

to ensure that they are safe and functional.<br />

For small-scale developments, a one-time exemption for sidewalks is provided wherein the<br />

owner only needs to record an easement for a future sidewalk (to be constructed by a third<br />

party or government entity). This is a cost savings for applicants (typically<br />

small businesses) who are proposing 1,000 square feet or less of additional development or<br />

reconstruction/renovation, especially on a parcel that has a lot of roadway frontage.<br />

Exceptions to the sidewalk construction requirements are also based on safety and/or<br />

environmental issues. Additionally, in industrial areas, which have low pedestrian accessibility<br />

demand, sidewalks may be exempted. These exceptions must be approved by the DRC and a feein-lieu<br />

of constructing the sidewalk must be paid into a fund that will be used to construct<br />

sidewalks elsewhere in the County.<br />

Conclusion<br />

After consulting with DSEM staff and reviewing the Comprehensive Plan and Land Development<br />

Regulations, the Planning Department believes that the existing regulations adequately provide<br />

pedestrian and non-vehicular interconnectivity. Additionally, the requirement that the County<br />

Engineer approve the design standards of interconnections, multi-use paths and sidewalks ensures that<br />

these facilities are functional and safe. Finally, the Land Development Code provides sufficient<br />

flexibility to ensure that interconnections are constructed at the time that they are needed and<br />

exemptions to sidewalk and interconnection requirements are for appropriate cause and approved by<br />

an appropriate reviewing body. Staff has not identified additional standards to recommend to the<br />

Board that would improve interconnectivity for pedestrian and non-vehicular access.<br />

Options:<br />

1. Accept the status report on the strategic initiative to develop design standards requiring<br />

interconnectivity for pedestrians and non-vehicular access.<br />

2. Do not accept the status report on the strategic initiative to develop design standards requiring<br />

interconnectivity for pedestrians and non-vehicular access.<br />

3. Board direction.<br />

Recommendation:<br />

Option #1.<br />

Page 325 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #16<br />

Page 326 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #16<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Acceptance of Status Report on “Promote Concentrated Commercial<br />

Development in Woodville” Strategic Initiative<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Fiscal Impact:<br />

This item has no fiscal impact to the County.<br />

Vincent S. Long, County Administrator<br />

Tony Park, P.E., Director, Public Works and Community<br />

Development<br />

Wayne Tedder, Director, Planning, Land Management and<br />

Community Enhancement (PLACE)<br />

David McDevitt, Director, Development Support and<br />

Environmental Management<br />

Roxanne Manning, Planning Department Manager<br />

Russell Snyder, Land Use Planning Administrator<br />

Staff Recommendation:<br />

Option #1: Accept the status report on “Promote concentrated commercial development in<br />

Woodville” Strategic Initiative.<br />

Page 327 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of Status Report on “Promoting Concentrated Commercial Development in<br />

Woodville” Strategic Initiative<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

On March 27, 2013, Planning Department staff met with senior staff from the Development<br />

Support and Environmental Management (DSEM) Department in order to discuss past and<br />

present efforts to realize the goal of promoting concentrated commercial development in<br />

Woodville. DSEM reported that it was not aware of any regulatory impediments to maximum<br />

commercial development in Woodville, only limitations based on the lack of sewer availability<br />

in the area.<br />

Promoting commercial development in Woodville is essential to the following FY2012 &<br />

FY2013 Strategic Initiative that the Board approved at the January 29, 2013 meeting:<br />

“Implement strategies which plan for environmentally sound growth in the<br />

Woodville Rural Community, including: Promote concentrated commercial<br />

development in Woodville.”<br />

This particular Strategic Initiative aligns with the Board’s Strategic Priorities:<br />

Analysis:<br />

Protect our water supply, conserve environmentally sensitive lands, and<br />

safeguard the health of our natural ecosystems, including adoption of minimum<br />

Countywide environmental standards. (EN1)<br />

Promote orderly growth which protects our environment, preserves our charm,<br />

maximizes public investment, and stimulates better and more sustainable<br />

economic returns. (EN2)<br />

Create senses of place in our rural areas through programs, planning, and<br />

infrastructure, phasing in appropriate areas to encourage connectedness. (Q5)<br />

Comparison of Allowable Commercial Intensity in Woodville on Septic versus Central Sewer<br />

Attachment #1 is a map of the zoning districts and existing uses in Woodville; Attachment #2<br />

contains the respective zoning district charts. The current zoning in Woodville is more than<br />

adequate to achieve dramatic increases in commercial intensity. The current zoning standards<br />

are, however, under-utilized because, in order to achieve them, sewer must be available to avoid<br />

the septic-related maximum building limitations found in the referenced zoning districts.<br />

Specifically, there are limitations in the Woodville Commercial (WC) zoning district that limit:<br />

• Septic systems are limited to a 500 gallon per day sewage flow capacity per ½ acre,<br />

which is comparable to the capacity of a septic system required for a five bedroom home.<br />

This limitation impacts the potential for developing high wastewater volume<br />

establishments.<br />

• The size of buildings served by a septic system to 8,000 sq. ft. per acre (if served by<br />

central sewer, the limitation is 10,000 sq. ft. per acre).<br />

Page 328 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of Status Report on “Promoting Concentrated Commercial Development in<br />

Woodville” Strategic Initiative<br />

June 18, 2013<br />

Page 3<br />

Likewise, Neighborhood Commercial (C-1) and General Commercial (C-2) zoning districts have<br />

intensity limitations specific to properties within the Woodville Rural Community (WRC).<br />

• Within C-1 and C-2 in Woodville, commercial development is capped at 50,000 sq. ft.<br />

per parcel.<br />

• Allowable intensities in C-1 and C-2 are four to five times higher when located outside<br />

Woodville---a maximum of 200,000 sq. ft. per parcel in districts containing 20 acres or<br />

less, and 250,000 sq. ft. per parcel in districts containing 20 to 30 acres.<br />

An analysis of the Floor Area Ratio (FAR) of the existing commercial lands in Woodville<br />

reveals that the average FAR is approximately 0.07 (Attachment #1). FAR is the ratio of a<br />

building's total floor area to the size of the piece of land upon which it is built, and it is used as a<br />

measure of the intensity of a site.<br />

The average FAR for existing similar development in the Southern Strategy Area (SSA) is 0.13;<br />

because the SSA is a larger statistical sample, and is similar to Woodville in its development<br />

patterns. The analysis in the following Table 1 below shows the difference between projected<br />

build-out of the developable commercial areas in Woodville under the existing septic scenario,<br />

and with a central sewer system using the SSA average FAR as a more conservative unit for<br />

comparison.<br />

Table 1:<br />

Woodville Commercial Development C-1 C-2 WC*<br />

Commercial<br />

zoning districts<br />

total<br />

Gross acreage 1.7 32.1 51.4 85.2<br />

Developed acres 0.0 14.4 36.6 51.0<br />

Vacant acres 1.7 17.7 14.8 34.2<br />

Developable acreage** 1.7 27.4 46.1 75.2<br />

Developed acres 0.0 11.5 33.3 44.8<br />

Vacant acres 1.7 15.9 12.8 30.4<br />

Developable acreage, max. build-out<br />

allowed by zoning district with central<br />

sewer (SF)<br />

Developable acreage, build-out on septic<br />

at current SSA FAR of 0.13 (SF)†<br />

Difference between build-out at current<br />

SSA rate on septic vs. potential build-out<br />

allowed by current zoning with central<br />

sewer (SF)<br />

17,100 342,100 552,700 911,900<br />

9,700 155,000 260,800 425,500<br />

7,400<br />

(+76%)<br />

187,100<br />

(+121%)<br />

291,900<br />

(+112%)<br />

486,400<br />

(+114%)<br />

* Based on existing WC development patterns, estimated at 20% warehouse (@ 20,000 SF/acre) and 80% other uses (@<br />

10,000 SF/acre).<br />

** Gross acres less wetland/conservation areas.<br />

† FAR=0.13, comparable to existing development patterns in Southern Strategy Area.<br />

Page 329 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of Status Report on “Promoting Concentrated Commercial Development in<br />

Woodville” Strategic Initiative<br />

June 18, 2013<br />

Page 4<br />

Essentially, Table 1 shows that the commercially-zoned properties in Woodville could yield<br />

911,900 sq. ft. of commercial development, if central sewer was available. Less than half of that,<br />

425,500 sq. ft., would be built on septic under development patterns similar to those currently<br />

existing in Woodville and similar areas. This potential difference in commercial development, if<br />

sewer is available, is an additional 486,400 sq. ft., a 114% increase.<br />

Woodville Recharge Basin Flood Study<br />

In order to promote economic development, the provision of central sewer is essential to increase<br />

the development intensity and density of the Woodville Rural Community. The County has<br />

proposed central sewer for the WRC as part of its sales tax projects. According to the Public<br />

Works Department, however, prior to this increase in allowable intensities and densities, a<br />

comprehensive flood study needs to be undertaken to determine the areas susceptible to closed<br />

basin depression flooding and to plan for protection of those areas from development. The<br />

intricate karst features and dependencies on groundwater - surface water interactions that staff<br />

has witnessed, in terms of flooding over the long-term, are not accurately reflected on the FEMA<br />

maps. The Public Works Department has requested such a study as a sales tax project, the<br />

Woodville Recharge Basin Flood Study, with a projected cost of $1.3 million (which does not<br />

include the cost of FEMA Map revisions).<br />

Conclusion<br />

After consulting with DSEM staff, the Planning Department believes that concentrated<br />

commercial development in Woodville cannot be promoted until central sewer is available.<br />

This would make it possible to achieve the much higher commercial intensities already allowed.<br />

No other regulatory obstacles were identified as limiting the commercial possibilities in<br />

Woodville. However, the Public Works Department believes that a flood study needs to be done<br />

to determine the areas in the Woodville Rural Community that are susceptible to closed basin<br />

depression flooding in order to best protect those areas from the impacts of development.<br />

Options:<br />

1. Accept the status report on “Promote concentrated commercial development in Woodville”<br />

Strategic Initiative.<br />

2. Do not accept the status report on “Promote concentrated commercial development in<br />

Woodville” Strategic Initiative.<br />

3. Board direction.<br />

Recommendation:<br />

Option #1.<br />

Attachments<br />

1. Map of Woodville Zoning Districts and Existing Uses<br />

2. Woodville Commercial, C-1 and C-2 Zoning District Charts<br />

VSL/TP/WT/RM/RS<br />

Page 330 of 631 Posted at 6:15 p.m. on June 10, 2013


ART LN<br />

PAGE RD<br />

BISMARK RD<br />

1.9<br />

OL D W O O DVIL L E R D<br />

RA<br />

/<br />

MRS MYRT WAY<br />

R-5<br />

MH<br />

R-1<br />

0.59<br />

5<br />

1650<br />

3.85<br />

5688<br />

WC<br />

WOODVILLE HWY<br />

3240<br />

3.36<br />

RP<br />

OLD WOODVILLE RD<br />

8.02<br />

R-5<br />

R-1<br />

2410<br />

2.55<br />

1038<br />

0.84<br />

R ED TO P CIR<br />

0.59<br />

0.58<br />

2.23<br />

2.31<br />

MH<br />

MARY HIDDEN LN<br />

C-1<br />

MAIN ST<br />

0.47<br />

0.7<br />

0.9<br />

RHODES CEMETARY RD<br />

18050 14900<br />

2066<br />

0.93<br />

0.65<br />

0.39<br />

0.47<br />

2730<br />

962<br />

WOODVILLE HWY WOODVILLE HWY<br />

1981<br />

0.61<br />

0.79<br />

0.95<br />

3972<br />

1.37<br />

1323<br />

2800<br />

1.2<br />

1.31<br />

1.92<br />

C-2 2.6<br />

1.06<br />

0.83<br />

1.74<br />

Legend<br />

0.4<br />

1.22<br />

2.48<br />

WC<br />

840<br />

2.64<br />

1.95<br />

1.99<br />

0.39<br />

2313<br />

LAWHON RD<br />

1.43<br />

0.55<br />

T AND T RD<br />

1.1<br />

0.3<br />

0.37<br />

17535<br />

Woodville north<br />

buildings in Woodville commercial zoning<br />

Woodville parcels in commercial zoning<br />

Woodville: commercial zoning<br />

Single Family Detached/Mobile Home<br />

0 250 500 Feet<br />

0.43<br />

616<br />

14778<br />

2032<br />

0.94<br />

1800<br />

R-1<br />

15093<br />

2.56<br />

FAMILY LN<br />

14532<br />

0.84<br />

0.83<br />

0.42<br />

1561<br />

C-2<br />

0<br />

5753<br />

0.99<br />

2400<br />

R-5<br />

REGISTER RD<br />

1.29<br />

PAGE RD<br />

0.39<br />

BEAR IN GTO N DR<br />

RA<br />

R-1<br />

OAK RIDGE RD E<br />

SHADYSIDE CIR<br />

CEMETERY RD<br />

RA<br />

Woodville area<br />

commercial zoning<br />

districts, 2013<br />

Existing land use in C-1, C-2,<br />

and WC zoning districts in<br />

Woodville Rural Community<br />

SF: Vacant on portion with comm. zoning<br />

Multi-Family<br />

Retail<br />

Office<br />

Warehouse<br />

Religious/Non-profit<br />

Vacant<br />

other buildings<br />

zoning<br />

Leon County boundary<br />

RP<br />

W A K U L L A<br />

C-2<br />

LARCHMONT LN<br />

AMBUSH RD<br />

WOODVILLE HWY<br />

R-1SUMMERHAVEN<br />

DR<br />

LAVERNES WAY<br />

Page NATURAL 331 of 631 no responsibility for this layer.<br />

BRIDGE RD<br />

Posted at 6:15 p.m. on June 10, 2013<br />

7.66<br />

C-1<br />

OLD WOODVILLE RD<br />

1.32<br />

RA<br />

EDELLE RD<br />

0 250 500 Fe<br />

RA<br />

2804<br />

2.81<br />

C-2<br />

2.05<br />

C-2<br />

R-1<br />

Woodville Rural Communi<br />

Commercial development in Woodville Rural Community<br />

[Base SF for parcel depicted inside building footprints; parcel acreage in italics]<br />

Zoning district<br />

/<br />

Reseach, GIS & Graphics<br />

parcels<br />

w/dev.<br />

Apr. 18, '13 DL<br />

Sum parcels<br />

(acres)<br />

Disclaimer.<br />

NOTE: This product, which has been compiled<br />

from the most accurate source data from Leon<br />

County and the City of Tallahassee, is for<br />

reference purposes only and is not to be<br />

construed as a legal document or survey<br />

instrument. Any reliance on the information<br />

contained herein is at the user’s own risk.<br />

Leon County, the City of Tallahassee, and the<br />

Leon County Property Appraiser assume no<br />

responsibility for any use of the information<br />

contained herein or any loss resulting therefrom.<br />

Any parcel data displayed is considered to be<br />

in draft form and the Property Appraiser assumes<br />

<strong>LEON</strong><br />

0 1.25 2.5 Miles 5<br />

wetland/<br />

conserv. acres<br />

Woodville south<br />

R-1<br />

WOODVILLE<br />

Tallahassee<br />

WAKULLA<br />

Sum buildings<br />

(base sf) FAR (gross) FAR (net)<br />

C-2 11 13.5 1.9 64,366 0.11 0.13<br />

WC 22 31.0 3.4 93,146 0.07 0.08<br />

Zoning district<br />

parcels<br />

undev.<br />

undev. area<br />

(acres)<br />

wetland/<br />

conserv. acres<br />

C-1 2 1.7 0.0<br />

C-2 10 19.6 4.9<br />

WC 16 22.7 17.1<br />

Attachment #1<br />

Page 1 of 1<br />

Potential SF @ net FAR=0.13 on undev.<br />

acreage<br />

9,683<br />

83,334<br />

31,417<br />

R-1<br />

RP


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #17<br />

Page 339 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #17<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Acceptance of Cultural Plan Review Committee Interim Report<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Fiscal Impact:<br />

This item does not have a fiscal impact.<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

Kim Dressel, Senior Assistant to the County Administrator<br />

Ken Morris, Economic Development and Business Partnerships<br />

Director<br />

Lee Daniel, Tourism Development Director<br />

Staff Recommendation:<br />

Option #1: Accept the Tallahassee/Leon County Cultural Plan Review Committee Interim<br />

Report (Attachment #1).<br />

Page 340 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of Cultural Plan Review Committee Interim Report<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

In 2003, the "Cultural Plan for the Future of the City of Tallahassee and the Capital Area"<br />

(Cultural Plan) was developed by an advisory group appointed by the City of Tallahassee, as well<br />

as participation by several community leaders. Since 2003, Leon County has partnered with the<br />

Council on Culture & Arts (COCA) to implement the Cultural Plan and administer the cultural<br />

grant program. During this period, the County has provided COCA with $5.5 million in funding,<br />

of which $4.13 million has been re-granted to the community (Attachment #2). In August through<br />

November 2012, the Board of County Commissioners and the City Commission separately<br />

discussed and approved the process to update the Cultural Plan, which is summarized as follows:<br />

• An 18-member Cultural Plan Review Committee was formed (Table 1).<br />

• The Committee was tasked with reviewing the original plan, assessing the status of plan<br />

implementation, determining what portions of the plan need to be updated or omitted based<br />

on changes that have occurred, and providing recommendations to the City Commission<br />

and Leon County Board of County Commissioners on modifications to the plan objectives.<br />

• The timeline would be such that the Committee would complete its recommendations so<br />

that they can be included in the 2013/14 budget considerations.<br />

• The City is taking the lead role in staffing the Committee, in a manner comparable to the<br />

lead role that the County is taking for the Sales Tax Extension Committee.<br />

Table 1 – Tallahassee/Leon County Cultural Plan Review Committee<br />

Committee Structure Committee Members<br />

4 – County Commission (at least one must be a representative from a cultural arts Russell Daws<br />

organization) – To be appointed in a manner to be determined by the County Berneice Cox<br />

Chucha Barber<br />

Christopher Heacox<br />

4 - City Commission (at least one to be a practicing artist) – To be appointed in a Kelly Dozier<br />

manner to be determined by the City<br />

Karen Wendland-Dix<br />

Rebecccah Cantley-Lutz<br />

Audra Pittman<br />

1- The Executive Director of KCCI or the Director’s designee Betsy Couch<br />

1- The Chair of the Board of Governors of Leadership Tallahassee or the Chair’s Bart Wells<br />

designee<br />

1 - A graduate of the Tallahassee Active Lifelong Leadership (TALL) program. The Jan Sandley<br />

TALL representative will be identified by the Director of the Tallahassee Senior<br />

Center<br />

1 - The President of the Tallahassee Network of Young Professionals or the<br />

Bailey Vochastzer<br />

President’s designee<br />

1 - The Chair of the Greater Tallahassee Chamber of Commerce or the Chair’s Mayda Williams<br />

designee<br />

1 - The Chair of the Capital City Chamber of Commerce or the Chair’s designee Terrence Hinson<br />

1 - Althemese Barnes, Executive Director of the Riley Center/Museum Althamese Barnes<br />

1 - The Chair of the Tallahassee/Leon County Economic Development Council or the Jan Sheffield<br />

Chair’s designee<br />

1 - The Chair of the Tallahassee Tourist Development Council or the Chair’s designee Marc Bauer<br />

1 - The Chair of the Council on Culture and the Arts (COCA) or the Chair’s designee Anne Mackenzie<br />

Page 341 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of Cultural Plan Review Committee Interim Report<br />

June 18, 2013<br />

Page 3<br />

The Committee has completed its Interim Report (Attachment #1) for the Board of County<br />

Commissioner’s review and consideration.<br />

Analysis:<br />

The Committee’s first meeting was held on December 10, 2012. The Committee divided the<br />

process to review the 2003 Cultural Plan by breaking into six subcommittees, consistent with the<br />

six original goals: (1) Education, (2) Economic Development, (3) Education, (4) Facilities,<br />

(5) Marketing, and (6) Operations. Three Committee members were assigned to each<br />

subcommittee. More than 70 public meetings have been held to review the 2003 Cultural Plan,<br />

conduct interviews, read documents, and assess the status of the cultural community and how it<br />

relates to the current Cultural Plan. The full Committee has met monthly, and the chairpersons of<br />

each subcommittee met as a group to review findings and conclusions, and to provide comments.<br />

The Interim Report includes the Committee’s review of the status of the of the 2003 Cultural Plan,<br />

and provides some general recommendations for moving forward. There are no FY 2013/14<br />

budget implications. The Committee has not completed their recommendations and anticipates<br />

providing the final report and recommendations by the end of the calendar year.<br />

Ms. Kelly Dozier, Committee Chairperson, will present the Interim Report to the Leon County<br />

Board of County Commissioners during its June 18, 2013 meeting, and to the City of Tallahassee<br />

Commission during its June 19, 2013 meeting.<br />

Options:<br />

1. Accept the Tallahassee/Leon County Cultural Plan Review Committee Interim Report.<br />

2. Do not accept the Tallahassee/Leon County Cultural Plan Review Committee Interim Report.<br />

3. Board direction.<br />

Recommendation:<br />

Option #1.<br />

Attachments:<br />

1. Cultural Plan Review Committee Interim Report<br />

2. Cultural Contract Funding<br />

Page 342 of 631 Posted at 6:15 p.m. on June 10, 2013


Executive Summary of the Cultural Plan Review Committee Interim Report –<br />

June 2013<br />

After a thorough review of the 2003 Cultural Plan, interviewing many stakeholders of<br />

the arts, culture and heritage community and assessing the current state of same in our<br />

community, the Committee recommends updating the current objectives and strategies for the<br />

Council on Culture and Arts (COCA). Much has changed since the 2003 plan was written. There<br />

has been a formerly unanticipated economic downturn which has caused government and<br />

private funding to be dramatically reduced. This has led to many organizations having to<br />

reduce their staff and find more creative ways to continue to work on their mission with fewer<br />

resources. In addition, some of the goals of the original plan have proven to be unsupported by<br />

the community and no longer need to be pursued and other goals which have not had much<br />

focus are more important now, in light of the new economic reality.<br />

The committee also recognizes that there are several groups working independently to<br />

provide new programs and support to the local arts and cultural community. We strongly<br />

suggest that some of these initiatives be combined in an effort to strengthen resources and<br />

eliminate duplication of efforts, thus providing stronger support for a united goal – funding and<br />

promoting the cultural community.<br />

ECONOMIC DEVELOPMENT<br />

Attachment #1<br />

Page 1 of 7<br />

In an effort to maximize opportunities for Economic Development generated by the arts,<br />

culture and heritage community we recommend the following:<br />

1. Work to improve marketing and advertising campaign for promoting<br />

Tallahassee/Capital Area as a cultural hub<br />

2. Review the Trolley system/transportation system linkages to further connect the<br />

cultural districts which have been and are being developed throughout<br />

Tallahassee<br />

3. COCA partner with the Greater Tallahassee Chamber of Commerce Entrepreneur<br />

Program and the Jim Moran Institute to assist locally owned arts, culture and<br />

heritage businesses get established and grow<br />

4. Work to collaborate with Secretary of State/Visit Florida in efforts to improve<br />

Tallahassee/Leon County authentic historical assets such as The Grove, Mission<br />

San Luis and the DeSoto Encampment site and other heritage and cultural state<br />

run destinations in our community<br />

5. Work to collaborate with Visit Tallahassee on other local heritage and cultural<br />

destinations<br />

6. Request Visit Tallahassee/COCA combine their events calendar and create a<br />

mobile user-friendly website as well as an app for smart phone users to easily<br />

access the information. Information should be presented in a professional and<br />

attractive format<br />

7. Visit Tallahassee should market Tallahassee as a “location site” for the film<br />

industry in cooperation with the FSU Film School, The Film Society, Florida A&M<br />

Journalism/Film Program, TCC Film Program, the Tallahassee Film Festival and<br />

Page 343 of 631 Posted at 6:15 p.m. on June 10, 2013


EDUCATION<br />

Attachment #1<br />

Page 2 of 7<br />

other film orientated organizations<br />

8. COCA should work to collaborate with Visit Tallahassee to promote local heritage<br />

and cultural destinations<br />

9. COCA should provide annual economic impact reports for arts, culture and<br />

heritage in our community.<br />

10. Increase the concept of community arts liaisons including the expansion of the<br />

existing art liaisons program of the Economic Development Council to include<br />

leaders of the arts community in an effort to be proactive and look for economic<br />

development opportunities that may present themselves as a result of cultural<br />

and heritage events in our community.<br />

11. Recommend improving the “Artful Questions” and feature artist section of the<br />

Tallahassee Democrat to provide more in depth stories about arts organizations,<br />

artists, musicians, COCA board members, etc.<br />

12. COCA should create a guide or checklist for event or festival planning and hold<br />

workshops to assist those interested in creating new events or sustaining<br />

existing events in our community<br />

The Committee has found that COCA has implemented select arts and heritage<br />

educational programs and works to further awareness of arts and heritage education<br />

opportunities in the community. There is continued opportunity for growth in this area, and<br />

new projects must be considered for implementation. Based on significant research and<br />

conversations with community members, the Committee feels that awareness of arts and<br />

heritage educational programs could be significantly furthered in Tallahassee by implementing<br />

the following within the 2013-2014 fiscal year:<br />

1) COCA formulate a Youth & Education Advisory Committee that provides new ideas<br />

and recommendations to Leon County, City of Tallahassee and COCA with an Education Director<br />

as full-time dedicated COCA staff member to implement ideas and recommendations.<br />

2) Create a collective registry or location, such as a Facebook page or List serve that<br />

serves as a conduit between teachers, schools and the business community in order for<br />

schools/teachers to share needs and businesses to directly respond to assist with these needs,<br />

managed by COCA’s Education Director.<br />

3) Coordinate regularly scheduled networking events for art education representatives<br />

and/or executive directors from cultural/arts/heritage organizations (Cultural Coalition) to<br />

come together to share ideas, discuss upcoming activities and network. This initiative should<br />

begin immediately and can function as a venue for cooperation and coordination of the arts,<br />

culture and heritage community.<br />

4) Formulate creative business partnerships with organizations which are able to<br />

provide volunteers to assist in schools art/heritage classes and activities on a regular and<br />

consistent basis.<br />

5) Take the lead and work directly with the Superintendent of Schools along with private<br />

school principals to implement an arts and heritage education mentoring program within the<br />

schools.<br />

6) The COCA Education Director should specifically be focused on education initiatives.<br />

7) Strengthen art and business relationships by creating a pilot “Art at Work” program,<br />

which has been tried in other communities and has proven to be a successful, comprehensive<br />

Page 344 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 3 of 7<br />

youth program that promotes the arts. Should this program prove successful in our community<br />

it should be continued.<br />

FUNDING<br />

Local government should continue to provide support to those arts, heritage and<br />

cultural programs that help to make Tallahassee and Leon County a destination, and provide<br />

year-round educational programming and economic development opportunities. However,<br />

local government should not be the only funding for these programs.<br />

.<br />

Accordingly, the committee also makes the following recommendations:<br />

FACILITIES<br />

1) COCA has a unique ability to apply for funding specifically dedicated for community<br />

arts councils and should be required to seek such public and private funding without<br />

directly competing with the local organizations it serves.<br />

a. Hire or appoint a dedicated development officer to obtain grants at the<br />

federal, state, and private/corporate level to not only support the activities<br />

of COCA, but to increase the funds available for the entire arts and culture<br />

community<br />

b. Design and initiate a targeted marketing campaign, illustrating to the<br />

community the value of private support to the community – educate the<br />

public.<br />

c. Develop a short and long range strategic plan to address current and future<br />

funding needs, establish goals, and determine strategies to achieve said<br />

goals.<br />

2) Continuation of the grants program:<br />

a. Grants should reward those entities showing key performance skills,<br />

demonstrating excellence in programming, administration, and leadership.<br />

b. Applicants should be able to offer quantifiable value, i.e. attendance<br />

numbers, education to community, etc. and be able to exhibit an “intrinsic<br />

value received by the community” to COCA as a part of the application.<br />

3) It is highly recommended that a new community survey be taken to determine the<br />

level of community support for cultural funding. The survey needs to include<br />

demographic information, as well as a definition of “cultural life of our community”, and<br />

would be a good indicator of public support.<br />

There has been a range of outcomes with respect to the goals that were<br />

identified for cultural facilities and districts in the 2003 Cultural Plan. While there were<br />

significant funds set aside and other efforts made regarding two specific cultural facilities, a<br />

balance was lacking between the efforts to create new facilities and the preservation and<br />

improvement of existing facilities. In terms of success, Gaines Street and Midtown have both<br />

made great strides in becoming vibrant cultural districts, and Cascades Park prepares to be an<br />

exciting recreational, cultural and performance venue. Local government has encouraged<br />

Page 345 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 4 of 7<br />

additional outdoor amphitheater / cultural space with support for events at The Tallahassee<br />

Museum, Maclay Gardens, Southwood and Goodwood Museum and Gardens and Kleman<br />

Plaza, among others. Local government has also developed visual arts exhibition space, which<br />

COCA has managed at City Hall, Leon County Courthouse and Tallahassee Regional Airport.<br />

The committee recommends that local government continue to support and<br />

identify exciting recreational, cultural and performance venues. There may be value in having<br />

local arts organizations more involved in the curating and implementation of local art exhibits in<br />

public spaces. This might provide COCA with freed resources to promote other strengthening of<br />

local arts organizations.<br />

It was determined that there are currently no local government sources of<br />

funding for local arts, culture and heritage capital improvements, private support for capital<br />

improvements are also limited. There should be some dedicated capital needs fund for local<br />

arts organizations. This fund could possibly be drawn from the proposed economic<br />

development fund of the proposed sales tax extension. Capital needs are defined as building<br />

improvements, new buildings, and equipment that is attached to a building.<br />

Some projects were reviewed but local government did not pursue for a variety of valid<br />

reasons: the “Challenger Stage” at Kleman Plaza, a “Monster Library” on Gaines Street and<br />

participation with the Department of State regarding a State Archives project and a relationship<br />

with the RA Gray History Museum. It was determined that the State Archives and the RA Gray<br />

History Museum was the state’s purview.<br />

Two facilities received significant attention during the past 10 years – the proposed Arts<br />

Exchange and the proposed Performing Arts Center. The original concept for the Arts<br />

Exchange, which COCA created, is not being pursued at this time, but there is potential to meet<br />

community needs by utilizing elements of this project in new proposals that are currently under<br />

consideration. One such possibility is the vacant space at the Northwood Centre which is<br />

currently being considered by several organizations as the answer to their needs.<br />

The Committee found support for a Performing Arts Center especially among, but not<br />

limited to, local arts organizations which are performance based. The proposed Performing<br />

Arts Center is working to obtain a recommendation from the Leon County Sales Tax Committee<br />

for partial funding. On-going efforts should be made to determine community support and<br />

answer questions about sustainability of the Center.<br />

Local government should continue to assist, when possible, cultural organizations that<br />

have demonstrated current needs for new exhibit space or additional rehearsal and<br />

performance space.<br />

There has been significant research by COCA and other entities to determine availability<br />

and appropriateness of use among properties that might serve the needs of existing cultural<br />

organizations. This research should be considered as part of the on-going evaluation process.<br />

MARKETING<br />

The Marketing element of the 2003 Cultural plan contemplated recommendations that could<br />

not foresee the dynamic nature of market conditions to come. During the ten year period there<br />

was a significant reduction is available funding, sweeping changes in the economy, the demise<br />

of the CVB and subsequent restructuring, personnel changes in many leadership roles and rapid<br />

advancements in the ways in which marketing messages are delivered and received.<br />

Page 346 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 5 of 7<br />

The following recommendations are summary recommendations with the actual detail<br />

recommendations to be included in an annual marketing plan which will be developed by COCA<br />

staff and reviewed and approved by the COCA board and if in existence, a Cultural Plan<br />

Implementation Committee. Such will be complete with strategies, measurables, deliverables<br />

and desired outcomes.<br />

The recommendations are as follows:<br />

OPERATIONS<br />

1. Determine cultural, art and heritage strengths, weaknesses opportunities and<br />

threats via market survey to assist in development of a COCA targeted marketing<br />

plan<br />

2. Define the brand. What is or are the collective defining elements of arts, culture<br />

and heritage in Leon County which if packaged together can define the brand<br />

3. Cultivate and engage younger generations of arts, culture and heritage<br />

enthusiasts within the Leon County K-12 as well as higher education with the<br />

assistance of COCA, the City/County/Visit Tallahassee, the Network of Young<br />

Professionals and ACCESS Tallahassee or other similar groups.<br />

4. COCA to develop annual Marketing Plan which will be subject to the review and<br />

comment of the Cultural Plan Implementation Committee and approval of by<br />

COCA Board during the annual budget process which clearly outlines and defines<br />

traditional and social media, advertising, marketing and public relations<br />

initiatives for the coming year<br />

5. Enhance current internship program with the colleges and universities to provide<br />

additional low or no cost resources to COCA and COCA members<br />

6. COCA to work alongside Visit Tallahassee and other organizations to help identify<br />

and develop destination defining events which help define the brand and<br />

spotlight Arts, Culture and Heritage<br />

7. City and County to continue to identify and support districts with cultural<br />

components along with consistent and appropriate Wayfinding, parking<br />

opportunities and transportation links for ease of accessibility to Arts, Culture<br />

and Heritage entities<br />

8. COCA will work with Visit Tallahassee and local business, arts organizations and<br />

hoteliers to package arts, culture and heritage resources wherever possible and<br />

practical to expand the geographic footprint and reach of the offerings<br />

In light of funding decreases at the city and county levels, COCA should reevaluate its<br />

operations to better serve the community. COCA should look at the needs of the community<br />

and address them in the most efficient way possible. This includes streamlining operations at all<br />

Page 347 of 631 Posted at 6:15 p.m. on June 10, 2013


levels of the organization.<br />

Priorities: 1. Create a coalition of culture, arts and heritage organizations and individuals<br />

2. Grant making to community arts organizations, educators, and artists<br />

3. Promote art in public places<br />

4. Advocacy for the arts and arts education in the community<br />

5. Marketing the arts in the community and beyond (cultural tourism)<br />

COCA should take a larger role in the economic development of the arts in our community.<br />

Attachment #1<br />

Page 6 of 7<br />

Priorities:<br />

1. Conduct annual economic development surveys (through a partnership with one of the<br />

colleges and/or universities).<br />

2. Use the annual economic data to reinforce the importance of the arts, heritage and<br />

culture in our community with our civic leaders and taxpayers.<br />

3. Present annual economic data to our local governments to advocate for increased<br />

funding for our local arts, heritage and culture organizations.<br />

4. Without competing with community arts organizations, seek additional funding for<br />

COCA through state, federal, corporate and foundation grants.<br />

To be most effective in supporting the arts and culture community, COCA should<br />

continue to recruit seasoned and successful arts, heritage and culture professionals, along with<br />

tourism, destination enhancement, economic development, promotion and leveraging<br />

expertise. Administrators and staff should know how to package and utilize our resources in<br />

order to effectively and holistically market the Tallahassee/Leon County arts community. When<br />

properly packaged and marketed, the value of arts, heritage and culture to the community will<br />

have greater potential to attract other funding to supplement that already provided by the city<br />

and county.<br />

The COCA Director should be actively involved in community leadership organizations,<br />

i.e. Tallahassee Chamber, Economic Development Council, Visit Florida, Imagine Tallahassee,<br />

TDC, and KCCI to promote arts and culture.<br />

COCA’s board should look at how it can work in the confines of the state statute to provide an<br />

orderly rotation of board members. The statute offers COCA the ability to keep a board<br />

member for two four year terms or eight years. This long term served by some board members<br />

may not provide the organization and staff with the ability to rotate through new board<br />

members, which would assist the organization in strategic planning, keeping current in the<br />

community, and with governance issues. COCA should define the selection process, duties and<br />

responsibilities of Board members to ensure a wide spectrum of expertise. Board members<br />

should be required to maintain an active role in furthering the goals of the program, including<br />

establishing fundraising goals. The City of Tallahassee and Leon County should be more<br />

involved in the vetting/approval process of potential board members brought to them by COCA<br />

for appointment, within the purview of the state statutes governing COCA.<br />

COCA should reinstate active standing committees to provide ideas, governance, and assistance<br />

to staff in the day-to-day operations of the organization. These committees should be made up<br />

of committee members who are passionate about the subject matter and are willing to work to<br />

Page 348 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 7 of 7<br />

promote the mission. Committee members may be drawn from the community at large<br />

expanding the reach and the expertise available to draw from within COCA.<br />

Priorities: 1. Executive Committee<br />

2. Governance Committee (board governance, nominating)<br />

3. Programming and Education Committee<br />

4. Audit and Finance Committee<br />

5. Development Committee (grant program, philanthropy)<br />

6. Marketing and Cultural Tourism Committee<br />

The COCA Board should continue to periodically evaluate the affordability of their office space.<br />

While it is recommended that cultural organizations provide feedback to COCA regarding the<br />

annual grant program, to provide transparency to the public and avoid the perception of a<br />

conflict of interest, staff and board members of cultural organizations should be nonparticipants<br />

on any committee where actions taken can directly affect said cultural<br />

organizations financially.<br />

In reviewing other community arts councils, the Committee found that salary structures and job<br />

descriptions at COCA are not in line with other communities and should be re-evaluated to<br />

better reflect the economy in Tallahassee and indicative of the job description/workload of the<br />

positions.<br />

CONCLUSION<br />

There is a need to look at both the short term and long term objectives of our cultural<br />

community. Committee members recognize that the timing of these findings is driven by the<br />

current local government budget cycle. The Committee believes that the evaluation and<br />

resulting recommendation process has only begun and should continue with active<br />

participation. There have been many changes since the current plan was adopted,<br />

demonstrating the need for review and updates of any new plan, on a more frequent basis. To<br />

that end, the Committee recommends the reinstatement of a Cultural Plan Implementation<br />

Committee through the current Cultural Plan Review Committee. This committee should<br />

consist of the Committee Chair, Subcommittee Chairs and any other Committee members who<br />

wish to continue to work on the cultural plan.<br />

Page 349 of 631 Posted at 6:15 p.m. on June 10, 2013


Summary of Cultural Contract Funding<br />

Administrative Funding<br />

Fiscal Operational<br />

Year/Notes Support Grant Cultural Plan Sub Total Admin.<br />

1993-1999 (1) 196,000<br />

-<br />

196,000<br />

2000 28,000 17,000<br />

45,000<br />

2001 (2) 28,000 17,000<br />

45,000<br />

2002 33,000 17,000<br />

50,000<br />

2003 33,000 17,000<br />

50,000<br />

2004 33,000 17,000 75,000<br />

125,000<br />

2005 (3) 165,000<br />

165,000<br />

2006 165,000<br />

165,000<br />

2007 156,750<br />

156,750<br />

2008 (4) 156,750<br />

156,750<br />

2009 150,000<br />

150,000<br />

2010 150,000<br />

150,000<br />

2011 150,000<br />

150,000<br />

2012 150,000<br />

150,000<br />

Total 1,594,500 85,000 75,000 1,754,500<br />

Since 2003<br />

only 1,309,500<br />

34,000<br />

75,000<br />

1,418,500<br />

County Regranting<br />

-<br />

-<br />

125,000<br />

145,000<br />

147,000<br />

147,000<br />

407,000<br />

407,000<br />

501,600<br />

501,600<br />

504,000<br />

504,500<br />

504,500<br />

504,500<br />

4,398,700<br />

4,128,700<br />

Notes:<br />

1. Shows combined operational support funding for seven years at $28,000 per year<br />

2. Operational Support and Grant Administration Funding combined in one agreement<br />

3. For FY 2005, COCA's funding for operation support, grant program admnistration and Cultural Plan<br />

implementation was combined into one single distribution of $165,000<br />

4. Grant funding shifted to Tourist Development Fund<br />

Source: Management Review: Council on Culture and Arts, Table 4<br />

Attachment #2<br />

Page 1 of 1<br />

Total Cultural<br />

Support Funding<br />

196,000<br />

45,000<br />

170,000<br />

195,000<br />

197,000<br />

272,000<br />

572,000<br />

572,000<br />

658,350<br />

658,350<br />

654,000<br />

654,500<br />

654,500<br />

654,500<br />

6,153,200<br />

5,547,200<br />

Page 350 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #18<br />

Page 351 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #18<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Acceptance of a Status Report on Capital Cuisine Restaurant Week and<br />

Concert Series<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

Ken Morris, Director of Economic Development & Business<br />

Partnerships<br />

Lee Daniel, Director of the Division of Tourism Development<br />

Fiscal Impact:<br />

This status report has no fiscal impact to the County. All County funds expended were<br />

anticipated in the Division of Tourism Development’s FY 2013 advertising and public relations<br />

budget.<br />

Staff Recommendation:<br />

Option # 1: Accept the Capital Cuisine Restaurant Week and Concert Series status report.<br />

Page 352 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of a Status Report on Capital Cuisine Restaurant Week and Concert Series<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

In April 2012, staff introduced a marketing concept entitled Capital Cuisine Restaurant Week<br />

(Restaurant Week) that was patterned after other successful events nationally and in Florida.<br />

National research studies have demonstrated that people make travel decisions on where to visit<br />

based on culinary experiences available in that destination. Restaurant Week was designed to<br />

promote the many fine Leon County dining establishments to both residents and potential<br />

visitors with a goal of drawing increased visitation during a month that is traditionally not strong<br />

for travel. The County partnered with the Florida Restaurant & Lodging Association (FRLA) to<br />

generate interest and attract restaurants to participate. The initial Restaurant Week in 2012 drew<br />

22 local establishments that offered specially priced pre-fixed menus during lunch and/or dinner.<br />

Immediately following the first Restaurant Week, staff conducted a survey of the 22 participating<br />

restaurants to measure the success and determine if the establishments would be interested in<br />

participating in 2013. The restaurants responding to the survey were supportive of continuing<br />

the program and recommended having the event in May 2013, after the adjournment of the<br />

Florida Legislature, Mother’s Day, and the universities’ graduation ceremonies. While not<br />

totally driven by Restaurant Week, hotel occupancy in May 2012 increased by 5.9% over<br />

May 2011, providing another reason to continue the event for a second year and to try to grow in<br />

both recognition and visitation.<br />

Analysis:<br />

A total of 38 restaurants participated in the 2013 Capital Cuisine Restaurant Week & Concert<br />

Series, an increase of 73%. The name change was the result of a staff-driven concept to<br />

incorporate music throughout the second festival that ran from May 16-28, 2013. Again, FRLA<br />

agreed to partner in Restaurant Week and helped secure additional support from VISIT<br />

<strong>FLORIDA</strong>, Cone Distributing, Inc., the Tallahassee Democrat, ABC-27, radio station 94.9 TNT,<br />

and others. A budget was developed to allow the scheduling of five concerts with 14 different<br />

songwriters and bands performing at various venues around the county including Midtown,<br />

downtown, and northeast Leon County. The grand finale was a concert on May 26 th with three<br />

local bands performing on Adams Street and three national groups performing on Kleman Plaza,<br />

headlined by two-time Academy of Country Music’s Vocal Duo of the Year, Thompson Square.<br />

The Tallahassee Police Department estimated that 8,000 fans attended this event.<br />

FRLA conducted the local marketing program and the Division of Tourism Development had an<br />

extensive marketing campaign that included a four-page newspaper insert in 12-drive markets,<br />

radio spots and promotions in Pensacola, Panama City, Ocala, Dothan, Alabama and Valdosta,<br />

Georgia. Tourism Development, FRLA, and others conducted extensive social media campaigns<br />

to compliment the editorial coverage and television and radio spots. All funds expended by the<br />

Division of Tourism Development came from the FY 2013 advertising and public relations<br />

budget.<br />

Page 353 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of a Status Report on Capital Cuisine Restaurant Week and Concert Series<br />

June 18, 2013<br />

Page 3<br />

As of the date of this writing, staff has not received the report from Smith Travel Research on<br />

hotel occupancy for May 2013. This report is usually received around the 18 th of each month.<br />

Staff is also in the process of surveying the 38 participating restaurants to gauge their evaluation<br />

of the program and identify potential enhancements for 2014.<br />

Options:<br />

1. Accept the Capital Cuisine Restaurant Week & Concert Series status report.<br />

2. Do not accept the Capital Cuisine Restaurant Week & Concert Series status report.<br />

3. Board direction.<br />

Recommendation:<br />

Option # 1.<br />

Attachment:<br />

1. List of participating restaurants and sample menus<br />

VSL/KM/LD<br />

Page 354 of 631 Posted at 6:15 p.m. on June 10, 2013


Second Annual Capital Cuisine Restaurant Week<br />

and Concert Series<br />

38 Local Participating Restaurants<br />

___________________________________<br />

One-O-One<br />

A La Provence<br />

Andrew’s Capital Grill<br />

Andrew’s 228<br />

Backwoods Bistro<br />

Chicken Salad Chick<br />

Cypress Restaurant<br />

Fanny’s Café<br />

Far East Cuisine<br />

Georgio’s Fine Food & Spirits<br />

Grazie’s Pizza & Pasta<br />

Harry’s Seafood Bar & Grill<br />

Hurricane Grill & Wings<br />

Jacob’s on the Plaza<br />

Jasmine Café<br />

Juicy Blue Tapas Bar & Bistro<br />

Kitcho Japanese Restaurant<br />

Kool Beanz Café<br />

LeRoc Bistro<br />

Los Amigos Mexican Restaurant<br />

Luna’s Italian Food<br />

Marco’s Pizza<br />

Miccosukee Root Cellar<br />

Midtown Pass<br />

Milano Pizzeria<br />

DELICIOUS TASTES<br />

Mom & Dad’s Italian Restaurant<br />

Morelia’s Restaurant & Grill<br />

Paisley Café<br />

Po’ Boys Creole Café<br />

Shula’s 347 Grill<br />

The Front Porch<br />

The Melting Pot<br />

The Mockingbird<br />

The Whip Waterfront Pub ‘N Grub<br />

Trail Break Café<br />

Up In Smoke Pit Bar-B-Q<br />

Village Pizza & Pasta<br />

Wxyz Lounge at Aloft<br />

Attachment #1<br />

Page 1 of 5<br />

Page 355 of 631 Posted at 6:15 p.m. on June 10, 2013


DELICIOUS TASTES<br />

Dinner Prix Fixe Menu<br />

First Course (Choose One):<br />

Escargot<br />

Calamari<br />

Wild Green Salad<br />

Caesar Salad<br />

Soup du Jour<br />

Lobster Bisque<br />

Second Course (Choose One):<br />

Rainbow Trout Potato Puree and Farmers Market Vegetables<br />

Grilled Salmon with Rice and Haricot Verts<br />

Petite New York Strip<br />

Chicken Picatta with Potato Puree & Sauté Vegetables<br />

Third Course (Choose One):<br />

Crème Brulee<br />

Chocolate Mousse<br />

Price: $30<br />

Attachment #1<br />

Page 2 of 5<br />

Tweet and share photos of your dining experience using #TallyCusine on Twitter and Instagram.<br />

Page 356 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

TDC-826.indd 25 5/8/13 3:30 PM


DELICIOUS TASTES<br />

Dinner Prix Fixe Menu<br />

First Course (choose one):<br />

Chopped Salad - Fresh chopped lettuce, cucumber, tomato, red onion, carrots,<br />

scallions, gorgonzola vinaigrette, sherry/shallot vinaigrette<br />

Caesar Salad - Maitre d’ Hans-style (Andrew’s Dad)<br />

Soup of the Day<br />

Second Course (choose one):<br />

Pesto Shrimp Alfredo - Fresh Gulf shrimp, crispy black mushrooms,<br />

asparagus, walnut pesto, pecorino cream sauce<br />

Herb Roasted Salmon - Shallot thyme Bradley’s grits, fried green tomato,<br />

garlic bok choy, smoed mushroom tomato cream, shiitake bacon<br />

Chicken Marsala - Crispy crimini mushrooms, spinach, fontina,<br />

asparagus risotto, sweet marsala butter sauce<br />

Penne ala Vodka - Black Angus tenderloin,<br />

creamy tomato & pepper vodka sauce, parmigiano-reggiano<br />

Eggplant Scallopini - fried eggplant, spinach, fresh mozzarella, linguini, marinara<br />

Third Course (choose one):<br />

White Chocolate Bread Pudding<br />

Homemade Brownie<br />

Both served with homemade Ice Cream<br />

Price: $30<br />

Attachment #1<br />

Page 3 of 5<br />

Tweet and share photos of your dining experience using #TallyCusine on Twitter and Instagram.<br />

Page 357 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

TDC-826.indd 17 5/2/13 3:34 PM


DELICIOUS TASTES<br />

Dinner Prix Fixe Menu<br />

First Course (choose one):<br />

Garlic Parmesan Fries<br />

Wood Smoked Fish Dip with Mahi-Mahi & Wahoo<br />

Second Course (choose two):<br />

Caribbean Grill Chicken<br />

Mahi Fish Tacos<br />

Southwest Ranch Burger<br />

Honey Pecan Chicken Salad<br />

Third Course (choose one):<br />

Key Lime Pie<br />

Chocolate Cheesecake<br />

Price: $30<br />

Attachment #1<br />

Page 4 of 5<br />

Tweet and share photos of your dining experience using #TallyCusine on Twitter and Instagram.<br />

Page 358 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

TDC-826.indd 10 5/2/13 3:34 PM


DELICIOUS TASTES<br />

Dinner Prix Fixe Menu<br />

First Course (Choose One):<br />

Cypress Oysters & Biscuits - Sherried Cream Sauce, Leeks, Applewood<br />

Smoked Bacon, Snipped Chives, Red Tomato Concassé<br />

Fried Eggplant “Bruschetta” - Tomatoes, Fresh Mozzarella,<br />

Arugula, Pesto-Olive Vinaigrette<br />

Second Course (Choose One):<br />

Beef Tenderloin Tips & Fettuccine - Garlic Cream Sauce,<br />

Local Spring Vegetables<br />

Florida Shrimp & Grits - Country Ham, Tomatoes, Carrots, Shiitakes,<br />

Bourbon-Orange-Thyme Jus, Anson Mills Heirloom Grits<br />

Third Course (Choose One):<br />

Flourless Chocolate Cake - Topped with Warm Chocolate Ganache and<br />

Madagascar Vanilla-Infused Cognac Ice Cream<br />

Southern Pecan Pie Turnover - Crispy Phyllo Wrapped Pecan Pie Filling<br />

with Maker’s Mark-Vanilla Glaze and Cane Syrup Ice Cream<br />

Price: $30<br />

Attachment #1<br />

Page 5 of 5<br />

Tweet and share photos of your dining experience using #TallyCuisine on Twitter and Instagram.<br />

Page 359 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #19<br />

Page 360 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #19<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to<br />

Schedule the Board Workshop on the 2014 State and Federal Legislative<br />

Priorities for Tuesday, December 10, 2013 from 1:30 – 3:00 p.m., and<br />

Authorization to Extend the Federal and State Lobbying Contracts<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

Ken Morris, Director of Economic Development and Business<br />

Partnerships<br />

Cristina L. Paredes, Intergovernmental Affairs and Special Projects<br />

Coordinator<br />

Fiscal Impact:<br />

This item recommends the extension of Patton Bogg’s federal lobbying contract for one<br />

additional two-year period, at $100,000 per year, and the extension of Capital Alliance Group’s<br />

state lobbying contract for one additional two-year period, at $40,000 per year. The final<br />

legislative report includes legislation that may have an immediate and/or future impact on the<br />

County budget. Staff is working to identify any legislative impacts in anticipation of the July<br />

budget workshops.<br />

Staff Recommendation:<br />

Option #1: Accept the 2013 Legislative Session Final Report.<br />

Option #2: Schedule the Board Workshop on the 2014 State and Federal Legislative Priorities<br />

for Tuesday, December 10, 2013 from 1:30 – 3:00 p.m.<br />

Option #3: Authorize the County Administrator to extend the Patton Boggs’ federal lobbying<br />

contract for one additional two-year period or until December 31, 2015.<br />

Option #4: Authorize the County Administrator to extend the Capitol Alliance Group’s state<br />

lobbying contract for one additional two-year period or until September 30, 2015.<br />

Option #5: Designate a Commissioner to host the Community Legislative Dialogue meetings<br />

for the 2014 Session.<br />

Page 361 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday, December 10,<br />

2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State Lobbying<br />

Contracts<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

At the 2013 State and Federal Legislative Priorities Workshop held on October 23, 2012, staff<br />

presented oral and written reports to the Board proposing five appropriation requests and eight<br />

policy statements for the 2013 state and federal legislative sessions (Attachment #1). For the<br />

fifth consecutive year, Community Budget Issue Requests were not accepted. However, the<br />

County’s contract lobbying teams continued to pursue funding at the state and federal levels for<br />

the projects approved by the Board during the workshop. The appropriation requests approved<br />

by the Board were as follows:<br />

• Capital Circle Southwest Construction $8.0 million<br />

• Woodville Highway Design $4.2 million<br />

• Woodville Sewer Design $500,000<br />

• America’s First Christmas $250,000<br />

During the February 12, 2013 meeting, the Board amended the federal appropriation requests.<br />

The Board directed staff to include dental health care funding, specifically the Bond Smile<br />

Connection program, in the amount of $600,000 to the Board’s federal legislation priorities.<br />

This addition was subsequently shared with Patton Boggs and discussed with the Leon County<br />

Delegation during the NACO Legislation Conference.<br />

Additionally at the October Workshop, the Board discussed substantive policy issues that were<br />

expected to be considered during the 2013 legislative session. Most of the broader substantive<br />

issues affecting local governments are coordinated through the Florida Association of Counties<br />

(FAC), such as legislation that shifts state costs to the counties and protects county home rule<br />

authority. However, staff presented eight substantive issues at the October 23 rd workshop,<br />

specific to Leon County, that were approved by the Board:<br />

1. Advocate for the protection of state workforce.<br />

2. Support state inspection of equipment at internet cafes while maintaining the County’s<br />

home rule authority.<br />

3. Support legislation that is revenue neutral concerning the Communication Service Tax<br />

(CST) which simplifies the administration and collection of CST, enhances its stability<br />

and reliability as an important revenue source for local government.<br />

4. Support the proposed land exchange application that will allow for the relocation of the<br />

Arendell Road access point to Thornton Road.<br />

5. Support amending Chapter 916 of Florida Statues in order to expand the communitybased<br />

competency training for any defendant found incompetent and may not meet<br />

criteria for an in-patient forensic program.<br />

6. Support Florida State University (FSU) in their efforts to repeal the Tallahassee-Leon<br />

County Civic Center Authority and transfer management of the Civic Center to FSU.<br />

7. Support the Florida Economic Development Council’s efforts to enhance GrowFL and<br />

expand the eligibility requirements of the program.<br />

8. Support the Florida Association of Counties’ 2013 legislative efforts.<br />

Page 362 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 3<br />

During the October workshop, the Board once again designated Commissioner Desloge, given<br />

his role as FAC president, to work with staff to host the ‘Community Legislative Dialogue’<br />

meetings. This year was the third year that these meetings were held in order to coordinate with<br />

community partners and local organizations to identify shared interests in advance of the<br />

legislative session. A total of three meetings were held before session, in the middle of session,<br />

and at the end of session. All meetings were well attended and the participants agreed that it was<br />

helpful to hear the priorities of other community partners. Representatives from across the<br />

community participated in this legislative dialogue, including representatives from the Florida<br />

State University, Florida A&M, Tallahassee Community College, Tallahassee Memorial<br />

Hospital, the Sheriff’s office, Tallahassee Democrat, the Greater Tallahassee Chamber of<br />

Commerce, Talquin Electric, the Tax Collector’s office and more. In addition, members or staff<br />

from the Leon County Legislative Delegation, as well as the City of Tallahassee, also attended.<br />

The group collectively decided to follow six priorities for the community and work together to<br />

monitor throughout session. These priorities included the following: America’s First Christmas<br />

appropriations; Civic Center legislation; support for the state workforce, specifically asking for<br />

an increase in salary; Communications Service Tax and PECO funding legislation; Medicaid<br />

legislation; and economic development issues, specifically supporting economic gardening<br />

legislation.<br />

In early April county leaders from across the state converged on the state Capitol to participate in<br />

the Florida Association of Counties’ (FAC) Legislative Day. This Legislative Day provided a<br />

unique forum for FAC staff to discuss the top legislative issues with county and legislative<br />

leaders. FAC President and Leon County Commissioner, Bryan Desloge, began the day-long<br />

event by welcoming county leaders for a morning briefing, which included guest speakers from<br />

the executive and legislative branches. The Speaker pro tempore, Marti Coley, briefly<br />

summarized the progress of the Legislature and highlighted a few pieces of legislation.<br />

Following the guest speaker, FAC staff touched on a variety of issues, including county<br />

Medicaid contributions, the Communications Services Tax, and the Florida Retirement System.<br />

FAC attendees also had the opportunity to speak with a panel of agency directors, including State<br />

Surgeon General John Armstrong, Department of Juvenile Justice Deputy Secretary Christy<br />

Daly, Agency for Healthcare Administration Secretary Elizabeth Dudek, and Department of<br />

Children and Families Secretary David Wilkin. Visiting county commissioners used the rest of<br />

the day to attend FAC training seminars and continue to meet with legislative leaders to advocate<br />

their county priorities.<br />

The County’s legislative platform, as ratified by the Board on November 13, 2012, was used to<br />

guide staff and the contract lobbying teams’ legislative activities on behalf of the Board. The<br />

regular session began on Tuesday, March 5, 2013 and ended on Friday, May 3, 2013.<br />

Throughout the legislative session, staff worked with the County’s legislative partners to lobby<br />

for the Board’s priority issues, as well as address anticipated and unexpected statewide issues in<br />

order to protect and enhance the County’s interests. These issues were presented to the Board<br />

and to senior County staff on a weekly basis through the Capitol Update memorandum. In<br />

addition, staff presented agenda items, resolutions, memorandums, and “call-to-action” e-mails<br />

for the Board throughout the year on important legislative issues.<br />

Finally, staff presents a final report to the Board that summarizes significant legislative activity<br />

at the end of each legislative cycle. In addition, Page 363 this of 631 year County Attorney’s Posted at 6:15 Office p.m. on provided June 10, 2013<br />

the


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 4<br />

Board with general overview of the bills that passed during the 2013 session that could impact<br />

local government, including Leon County (Attachment #2). The following is the Final Report on<br />

the 2013 State Legislative Session.<br />

Analysis:<br />

At the beginning of the 2013 session, Senate President Don Gaetz and House Speaker Will<br />

Weatherford pursued a single legislative agenda, named “Work Plan Florida.” This agenda<br />

included reforms to the Florida Retirement System (FRS) pension plans, campaign finance,<br />

higher education, elections, and ethics. As a statement to the importance of these issues, the<br />

Senate unanimously passed a comprehensive ethics reform bill on the first day of session while<br />

the House overwhelmingly passed a bill, which included major changes to Florida’s elections<br />

laws. One of House Speaker Weatherford’s top priorities for this session was reforming the<br />

Florida Retirement System (FRS), although the House and Senate had two very different ideas<br />

on how the FRS should be reformed. Ultimately, both chambers could not reach an agreement<br />

and both versions died in the closing weeks of session.<br />

Another major issue this session was legislation regarding internet cafés or ‘storefront casinos’.<br />

During the second week of session, Lieutenant Governor Jennifer Carroll resigned her post amid<br />

an investigation into Allied Veterans of the World for which she once did consulting work.<br />

Prosecutors had stated that Allied Veterans had participated in a $300 million conspiracy to<br />

launder money through illegal gambling centers under the guise of internet cafés. This<br />

investigation and resignation gave fuel to internet café legislation and both chambers quickly<br />

passed a bill in early April that outright bans the usage of electronic gambling devices,<br />

effectively closing all internet cafés or forcing them to change their business practices. The bill<br />

was quickly signed into law by the Governor and took effect upon becoming law on<br />

April 10, 2013.<br />

Unlike the recent years, the Legislature projected a small surplus budget for FY 2013/2014, with<br />

an estimated increase in revenues of $1.3 billion. During the third week of session, Speaker<br />

Weatherford announced the preliminary House budget allocations and the House began work on<br />

the budget much earlier than in past sessions. By the sixth week of session, both chambers had<br />

passed their respective budgets. Ultimately, both were sent to joint-conference where the House<br />

and Senate came to an agreement during the last week of session and approved the budget on the<br />

final day of session. This year’s budget process was less contentious than in previous years, with<br />

both chambers working together to produce a cohesive budget. This is due in part to the budget<br />

surplus, the first in six years.<br />

This year’s state budget totals $74.1 billion, after more than $367.9 million in spending vetoed<br />

by the Governor. Overall, the state's FY 2014 budget represents an increase of $4.9 billion, or<br />

7.12 percent, over the current year. Budget issues affecting counties are explained in more detail<br />

under the Statewide County Budget Issues section on page 19.<br />

Page 364 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 5<br />

County staff worked with FAC to determine the fiscal impacts of legislation considered by the<br />

Legislature and routinely provided this information to the Board, the Leon County Legislative<br />

Delegation, and legislative leaders. As part of the normal legislative process, staff utilizes the<br />

priorities identified by the Board prior to and during the legislative session to develop a strategic<br />

action plan with the County’s legislative partners (FAC, members of the Leon County<br />

Legislative Delegation, County’s contract lobbyists, and our community partners) to prepare<br />

legislative strategies for these important County issues. A more detailed account of the Capitol<br />

Alliance Group’s efforts is provided in its final report on state legislative activities<br />

(Attachment #3).<br />

<strong>LEON</strong> <strong>COUNTY</strong> KEY APPROPRIATIONS ISSUES:<br />

Prior to the legislative session, the Legislature notified the public that it would not open the<br />

Community Budget Issue Request (CBIR) system to consider appropriation requests.<br />

The Legislature provided this notification to avoid creating unrealistic funding expectations for<br />

community projects. However, similar to the current trend in the federal budget process, a<br />

greater emphasis has been placed on grant programs through the executive branch and<br />

coordinating through state agencies for long-term infrastructure needs. The following table<br />

illustrates projects that the state budget will fund in Leon County.<br />

Project Descriptions<br />

Historical and Cultural Tourism Projects<br />

Type of Work Allocations<br />

Mission San Luis Maintenance Repairs $100,000<br />

The Grove: Collins Historical Governor’s Mansion Maintenance Repairs $250,000<br />

Desoto Winter Encampment: First Christmas Site<br />

Transportation and Infrastructure Projects<br />

Maintenance Repairs $200,000<br />

SR 20 Over Gum Creek Bridge Bridge Replacement $1,958,900<br />

US 90 from Ocala Road To US 27 Monroe Street Resurfacing $3,073,465<br />

Orange Ave From S Lake Bradford to South Monroe St. Resurfacing $1,575,988<br />

US 319 From Live Oak Plantation to Woodbine Drive Resurfacing $2,333,302<br />

I-10 from US 90 to Jefferson County Line Resurfacing $7,993,390<br />

I-10 Interchange Studies at SR 263 & SR 61 (US 319) PD&E $2,000,000<br />

Capital Circle NW from US 90 to I-10 Local Gov’t Reimbursement $2,511,433<br />

Total $21,996,478<br />

Historical and Cultural Tourism Projects<br />

Leon County saw gains in this year’s state budget, including funding for historical and cultural<br />

tourism projects in Leon County. The Department of State’s budget includes line item funding<br />

for Mission San Luis, The Grove, and the Desoto Winter Encampment site. The budget<br />

allocated $100,000 for facilities and maintenance repairs at Mission Luis and $250,000 to<br />

renovate the Collins historical Governor’s mansion at The Grove, located just between Midtown<br />

and Downtown. The Department of State budget also includes $200,000 for historic property<br />

maintenance, which could go towards developing the DeSoto Winter Encampment site, a<br />

legislative priority of the Board. The House budget had included $500,000 in the historic<br />

property maintenance item for the site access while the Senate recommended $200,000, which<br />

was the final number agreed upon by the two chambers. The City's request for $540,000 for<br />

property acquisition to provide enhanced access to the site was not included in the budget.<br />

Page 365 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 6<br />

Transportation and Infrastructure Projects<br />

In addition to funding for historical and cultural projects, Leon County received funding for<br />

transportation infrastructure projects as reflected in the above table. Allocations included<br />

funding for the bridge replacement for Gum Creek Bridge on Highway 20. Resurfacing funding<br />

was also appropriated to several roadways throughout the County including Tennessee Street<br />

from Ocala Road to Monroe Street, Orange Avenue, US 319, and I-10 from Mahan to the<br />

Jefferson county line. Funding was also included for an I-10 Interchange study at State Road<br />

263 and 61. In addition, funding was included for the reimbursement of improvements to<br />

Capital Circle Northwest from Tennessee Street to I-10 in the amount of $2.5 million.<br />

Woodville Highway<br />

In 2012, Woodville Highway was appropriated $1.3 million for a PD&E study from Paul Russell<br />

Road to Capital Circle. The CRTPA has completed the Woodville Corridor Study Master Plan<br />

that produced a combined land use and transportation plan for the future build out of the<br />

Woodville Corridor. Two years ago, the Board amended its Agreement with FDOT for a PD&E<br />

study of Woodville Highway, from Gaile Avenue to Capital Circle, to extend north to Paul<br />

Russell Road. Several reasons for the extension include adding sidewalks, designing pedestrian<br />

crossings, and addressing any potential for redevelopment of the Leon County Fairgrounds,<br />

which would have a significant impact on future traffic patterns. Staff continues to work with<br />

Patton Boggs to secure federal funding for the design phase, which is estimated to cost $4.2<br />

million. In addition, this project has been presented to the Leon County Sales Tax Committee by<br />

the County for their consideration to fund the right-of-way and construction for this vital road<br />

network, which serves as an evacuation route from the coast.<br />

Woodville Sewer<br />

In 2007, the County was appropriated $250,000 for the construction of sewer in the Woodville<br />

area. The County’s initial funding request was for a PD&E study to provide sewer service to<br />

approximately 1,432 homes or properties located in the Woodville area. On June 12, 2008, an<br />

agreement was executed with the Florida Department of Environmental Protection (DEP) that<br />

was anticipated to run through December 31, 2013, to provide the County the opportunity to<br />

work with area partners, including the City of Tallahassee and Wakulla County, to identify<br />

potential projects for the appropriated funds. However, on March 7, 2011, staff was notified by<br />

DEP that the Governor had directed that all appropriated funds that had not been expended be<br />

reverted to the agency. As part of the October 23, 2012 workshop on legislative priorities, the<br />

Board agreed to ask for $500,000 to design the Woodville Sewer System. This request was not<br />

included in the state budget. In addition, this project has been presented to the Leon County<br />

Sales Tax Committee by the County for their consideration.<br />

Smile Connection<br />

As mentioned previously, during the February 12, 2013 meeting the Board directed staff to<br />

include dental health care funding, specifically the Bond Smile Connection program, in the<br />

amount of $600,000 to the Board’s federal legislation priorities. This addition was subsequently<br />

shared with Patton Boggs and discussed with the Leon County Delegation during the NACO<br />

Legislation Conference. Staff continues to work with Patton Boggs to secure federal funding for<br />

this priority.<br />

Page 366 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 7<br />

<strong>LEON</strong> <strong>COUNTY</strong> KEY SUBSTANTIVE ISSUES:<br />

This section summarizes the substantive issues identified by the Board during its annual<br />

workshop and beyond.<br />

Protection of the State Workforce<br />

A top priority of the Board was the protection of state workers. Each year, the Board directs<br />

staff to monitor issues relating to the state workforce since they comprise a substantial<br />

percentage of Leon County’s population and contribute to the local community, economy, and<br />

diversity. The Board, the City of Tallahassee, the Greater Tallahassee Chamber of Commerce,<br />

the Big Bend Minority Chamber of Commerce, and other community partners wrote letters and<br />

worked together to show the Legislature their support for pay increases for state workers.<br />

Attachment #4 is the resolution passed by the Board on March 12, 2013 supporting pay raisers<br />

for all state workers and was subsequently sent to the Governor, Senate President, and Speaker<br />

of the House.<br />

After much debate, the final budget included an increase in state employee salaries, though it<br />

also eliminates nearly 3,400 positions throughout the state. Florida employs 5.2 workers for<br />

every 1,000 residents, the lowest number of state workers per capita in the country. On<br />

October 1, 2013, state workers earning less than $40,000 a year will receive a $1,400 raise and<br />

those who earn more than $40,000 will receive a $1,000 raise. In addition, merit based bonuses<br />

of up to $600 will be given to 35 percent of the state employees. Law enforcement officers will<br />

also see an increase in pay during the next fiscal year beginning on July 1, 2013. A five percent<br />

increase will be given to those law enforcement officers with five years or more experience and a<br />

three percent increase will go to those with five years or less. Teachers will also see a salary<br />

increase in this year’s budget. Each school district will receive a share of $480 million for<br />

school employee raises. The Tallahassee Chamber of Commerce estimates that the state<br />

employee raises will result in a $22 million dollar economic impact for the Leon County<br />

community.<br />

In addition, the FY 2014 state budget did not increase state employee health insurance premiums,<br />

which remain at $50 per month for individual coverage and $180 per month for family coverage<br />

for most employees.<br />

Florida Retirement System:<br />

One of House Speaker Will Weatherford’s top priorities is reforming the Florida Retirement<br />

System (FRS). The Speaker has stated repeatedly that the current retirement system is not<br />

sustainable and that the time has come for pension reform. FRS is the primary retirement plan<br />

for public servant employees, 80% of which are county government agencies, district school<br />

boards, community colleges, and universities. Legislation (HB 7011) filed prior to the start of<br />

the legislative session proposed sweeping changes to FRS, including closing the defined benefit<br />

enrollment option as of January 1, 2014 to new employees and requires them to join the<br />

investment plan. HB 7011 did not impact the ability of any current FRS enrollee to select<br />

participation in the pension plan or the investment plan. On Sunday, March 3, 2013 Chairman<br />

Maddox published a 'My View' article in the Democrat, stating Leon County's opposition to the<br />

proposed reform of FRS in HB 7011 (Attachment #5).<br />

Page 367 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 8<br />

Speaker Weatherford claimed that the reforms found in HB 7011 are needed because the FRS is<br />

not fully funded. However, the adjacent graph illustrates the historical actuarial funding liability<br />

of FRS since it was implemented. The system exceeded 100% for 10 years, which resulted in<br />

employer cost-savings – for both Leon<br />

County and the State of Florida. The funding<br />

liability stayed over 100% until 2009 when it<br />

fell as a result of the Great Recession.<br />

Currently, the funding liability is at 86.9%<br />

and FRS is considered one of the most<br />

financially sound retirement systems in the<br />

country. The House commissioned an<br />

actuarial study that claimed that if HB 7011<br />

passed, governments would save $12.9<br />

million in 2015/2016. Nevertheless, there was some concern about funding for those currently<br />

collecting a pension if future contributions are shifted to the investment plan. The ability to pay<br />

future liabilities depends in large part on investment returns. Many representatives of FRS<br />

employees and the employees themselves voiced their opposition to the bill. The House passed<br />

its version of FRS reform early in session and sent it to the Senate for their consideration.<br />

While the House proposed legislation that eliminated the pension plan for all future state<br />

employees, the Senate did not agree with this approach. Prior to the start of session, Senator<br />

Simpson filed SB 1392, which left the FRS pension program open to public employees, except<br />

senior management and elected officials. The bill also would have increased the vesting period<br />

for the pension plan from eight to ten years for employees hired after January 1, 2014.<br />

Additionally, all employees who opt for the FRS investment plan would only pay two percent of<br />

their salary toward FRS; currently all employees contribute three percent regardless of which<br />

plan they are enrolled in. Senator Simpson believed that this bill gave people options and<br />

represented a more cautious approach to securing the future of the retirement system. In<br />

referencing the possible closure of the pension plan to new employees, Senator Ring stated, “I<br />

wonder if we’re making an issue out of something that’s not an issue.” During committee debate<br />

on FRS reform, Senator Montford stressed the fact that the Legislature should not be constantly<br />

changing the state retirement system. SB 1392 passed out of all its committees of reference.<br />

During the last two weeks of session, the Senate temporarily postponed SB 1392 several times<br />

while Senator Simpson negotiated with Speaker Weatherford on a compromise. The Senate<br />

ultimately did not take a floor vote on this legislation and it died. Due to the fact that FRS<br />

reform is such a high priority of the Speaker, staff anticipates that similar legislation will be filed<br />

next year. FAC plans to hold substantive conversations at both the Policy and Legislative<br />

Conferences to formulate a position going forward on any such reforms.<br />

Page 368 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 9<br />

Support the Regulation of Internet Cafés Equipment<br />

As mentioned previously, legislation on the banning of electronic gambling devices was quickly<br />

approved and signed into law this year. One of Leon County’s top legislative priorities for the<br />

2013 session was supporting legislation that would maintain the County’s home rule authority<br />

over simulated gambling facilities, known as internet cafes. The operation and impact these<br />

internet cafés have on communities have raised concerns about their legality. Last year the<br />

House tried to outright ban internet cafés whereas the Senate discussed legislation that would<br />

regulate these cafés, specifically the gaming devices.<br />

With the investigation of the Allied Veterans' operation of internet cafes and the resignation of<br />

Lt. Governor Jennifer Carroll, legislation prohibiting the usage of electronic gambling devices<br />

and effectively banning internet cafes, quickly passed both the House and Senate Chambers.<br />

Governor Rick Scott signed HB 155 into law on Wednesday, April 10th, which immediately<br />

went into effect upon becoming law. HB 155 preempts Leon County’s home rule authority since<br />

it restricts the ability to regulate internet cafes by banning the usage of electronic gambling<br />

devices. The new law forces these “storefront casinos” to either close their doors or change their<br />

business operations.<br />

Two years ago, the Board adopted an ordinance that regulated internet cafes, specifically the<br />

location and operation of the facilities. At the time of the ordinance being passed, there were<br />

29 cafés operating in Leon County. In 2012, the County issued 15 Simulated Gambling Facility<br />

Permits. On March 12, 2013, two locations were forced to close and one closed voluntarily as a<br />

result of the Allied Veterans investigation. The 12 remaining permits have been revoked per<br />

Governor Scott signing HB 155.<br />

Communication Services Tax<br />

One of the County's 2013 legislative priorities was to support efforts to reform the<br />

Communications Services Tax (CST), which died in committee this session. The CST is a tax on<br />

the retail sales of communications services, which include voice, data, audio, video, and any<br />

other information including cable (video) services. Internet access, as defined by the Internet<br />

Tax Freedom Act, email services, and prepaid calling arrangements (cards and cellphones) are<br />

not included and account for approximately 25% to 40% of all wireless phones. The proceeds<br />

from the tax are transferred to county and municipal governments, the Public Education Capital<br />

Outlay and Debt Service Trust Fund, and the state’s General Revenue Fund.<br />

The Board agreed to support CST legislation that was revenue neutral, simplifies administration<br />

and collection of the tax, enhances the reliability of the CST as a revenue source, and provides<br />

for market-based growth. Since CST revenue funds the Public Education Capital Outlay<br />

program, the CST is also an issue for the County’s community partners like Leon County<br />

Schools, Florida State University, Florida A&M University, and Tallahassee Community<br />

College.<br />

Page 369 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 10<br />

Last year, the Legislature created the CST Workgroup to propose solutions to the problems<br />

associated with the CST. The Workgroup recommended that the best approach in addressing<br />

CST issues would be a holistic replacement of the CST by repealing the tax and bringing all<br />

communications services under an increased sales and use tax. According to the Workgroup,<br />

this option would modernize the current tax structure, streamline the administrative system, and<br />

remove competitive advantages without reducing local government revenues. The Department<br />

of Revenue (DOR) estimated that the state sales tax rate would need to be adjusted from<br />

6 percent to 6.34 percent under the CST Workgroup's proposal in order to offset the repeal of the<br />

current CST structure. Despite the proposal being revenue neutral, legislators were resistive to<br />

the idea of raising the state sales tax citing that it would hurt retailers. Legislation that included<br />

the Workgroup’s recommendation was not filed in either chamber, though several bills did<br />

address issues related to the CST.<br />

HB 303, sponsored by Representative Grant, would have impinged on the County’s home rule<br />

authority by repealing the authority of local governments to levy the CST and repealing existing<br />

authority of local governments to collect permit fees from providers of communications services<br />

that use or occupy municipal or county roads or rights of way. HB 303 would have also revised<br />

the state CST rate on sales of communications services to a uniform 10.65 percent. Neither<br />

HB 303 nor its companion bill, SB 1422, made it out of its first committee of reference.<br />

Legislation was also filed that tied the elimination of the CST to enforcing the collection of<br />

online sales tax. This was proposed in order to provide a revenue neutral approach to the online<br />

sales tax. This legislation also died in committee.<br />

Tallahassee-Leon County Civic Center<br />

Supporting the Florida State University (FSU) in their efforts to dissolve the Tallahassee-Leon<br />

County Civic Center Authority (Authority) was a top priority for the Board this session and was<br />

repeatedly discussed at the Community Legislative Dialogue meetings. Representative Williams<br />

sponsored legislation (HB 1285) this session that repealed the Tallahassee-Leon County Civic<br />

Center Authority, allowing FSU to assume full management of the Civic Center from the<br />

Authority. Additionally, the Legislature has appropriated $5 million (non-reoccurring) to FSU<br />

for maintenance and upgrades of the Civic Center area in the state budget.<br />

If HB 1285 were signed into law, it would allow for the transfer all Authority assets and<br />

liabilities to FSU and renames the Civic Center from the “Tallahassee-Leon County Civic<br />

Center” to the "Donald L. Tucker Civic Center.” Finally, HB 1285 grants FSU or its designee a<br />

license for the sale of alcoholic beverages for on-premises consumption, or off-premises<br />

consumption for events sponsored through the Civic Center. The bill has not yet been sent to the<br />

Governor for his signature.<br />

Page 370 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 11<br />

Economic Gardening<br />

Expanding the eligibility of the Economic Gardening Technical Assistance Program (EGTAP) is<br />

one of the Board’s legislative priorities, a priority shared by the Tallahassee Chamber of<br />

Commerce and the Florida Economic Development Council. However, legislation (HB 663) that<br />

would have enhanced and expanded the EGTAP died in committee. The bill would have made<br />

permanent the economic gardening pilot program, utilized successfully by the Tallahassee-Leon<br />

County Economic Development Council (EDC). The House and Senate included $1 million in<br />

funding for the EGTAP as a pilot program in the FY 2014 state budget; however, this funding<br />

was ultimately vetoed by the Governor.<br />

The EGTAP offers small local businesses technical assistance in areas such as marketing<br />

information, consulting services, and the development of business connections. The program<br />

focuses on the job creation potential of small local businesses that already exist in the<br />

community, as opposed to the traditional strategies aimed at recruiting businesses from outside<br />

the community. However, it has been difficult for businesses to qualify under the current<br />

program. For example, a company must show an increase in both full-time employees and gross<br />

revenues during three of the previous five years, a challenge in the recent economy. In its end of<br />

session report, the Tallahassee Chamber of Commerce expressed that it will continue efforts to<br />

educate the Legislature on the positive impact of the EGTAP on local communities like Leon<br />

County.<br />

Gift Ban Legislation<br />

Although legislation was not passed by either Chamber, exemptions to the legislative lobbying<br />

“gift ban” requirement received a lot of attention this session. Senator Tom Lee sponsored<br />

legislation (SB 1634) which would have allowed legislators to accept non-alcoholic beverages<br />

and meals from lobbyists if they are an invited event speaker. In 2005, while serving as Senate<br />

President, Senator Lee championed the ‘gift ban’ law, which prohibits any legislator or staff<br />

from receiving gifts (including drinks and meals) by registered lobbyists. A 2007 study<br />

conducted by the Florida State University estimates that Leon County loses more than $4.1<br />

million each<br />

60-day session due to the gift ban law. Many legislators expressed their concern about the<br />

current ‘gift ban’ law saying that it was too broad, citing that they could not even accept a cup of<br />

coffee while attending certain meetings. The bill would have allowed legislators to eat at a<br />

public event hosted by local governments or other groups if the event was publicly noticed in<br />

advance. SB 1634 was approved by the Senate Ethics and Elections Committee but died in the<br />

Judiciary Committee mid-session. No legislation relating to the gift ban was considered in the<br />

House.<br />

Feral Cat Legislation<br />

Legislation (HB 1121 and SB 1320) that would have allowed local governments to establish<br />

community cat programs such as trap-neuter-and-release (TNR) was considered this session.<br />

TNR is a non-lethal management plan where homeless cats are humanely trapped, sterilized, and<br />

then returned to freely roam the community with the goal of reducing the number of feral cats<br />

over a period of time.<br />

Page 371 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 12<br />

Beginning in November 2011, the County worked with a citizen workgroup on feral cat issues<br />

for fifteen months. During the March 12, 2013 meeting, the Board accepted a status report from<br />

the feral cat workgroup and did not modify the County Ordinance on feral cats. Maintaining<br />

feral cat colonies conflicts with provisions of the Florida Department of Health, Florida Fish and<br />

Wildlife Conservation Commission, Florida Statutes and Florida Administrative Codes.<br />

Additionally, the Leon County Health Department Director opposes feral cat colonies and does<br />

not support TNR programs. The Director stated that the creation and maintenance of feral cat<br />

colonies might create a significant risk to the health and safety of the citizens of Leon County.<br />

The Florida Department of Health stated that free-roaming cats can be vaccinated against rabies<br />

but this does not address the ongoing need to provide them health care, medications, and<br />

prevention of other zoonotic diseases.<br />

During the Senate Agriculture Committee meeting, Tallahassee Animal Control, animal welfare<br />

groups like the Humane Society, and TNR program participants spoke in support of SB 1320.<br />

Wildlife and conservation groups, veterinarians, business owners, and homeowners like Leon<br />

County resident Charles Hall spoke in opposition to SB 1320. Mr. Hall, who participated in<br />

Leon County’s Feral Cat Workgroup, praised County staff and Commissioners for their work on<br />

feral cat policies. Following public testimony, bill sponsor Senator Soto requested that the<br />

legislation be temporarily postponed so that he could work with both sides of the issues before<br />

continuing to pursue this legislation. SB 1320, and its companion bill, HB 1121, died in<br />

committee and were not further considered.<br />

Mental Health Competency Restoration Services<br />

One of the Board’s legislative priorities this session was to support amending Chapter 916 of<br />

Florida Statues in order to expand the community-based competency training for any defendant<br />

found incompetent and may not meet criteria for an in-patient forensic program. Currently, the<br />

state statutes limit services to a population with a diagnosed mental illness or a developmental<br />

disability. However, others diagnosed with a cognitive impairment are left with no relief.<br />

Competency training is intended to assist defendants in understanding the court process and the<br />

charges against them so that they may participate in their own defense. This session the<br />

Legislature passed several bills regarding mental health but none that expand the communitybased<br />

competency training for any defendant found incompetent and may not meet criteria for an<br />

in-patient forensic program.<br />

Support the Florida Association of Counties’ Legislative Efforts<br />

The Board initially identified eight key statewide substantive issues to monitor and pursue for the<br />

2013 legislative session. Staff and the Capital Alliance Group worked closely with FAC<br />

throughout the legislative session as issues developed that shifts state costs to the counties and<br />

affects home rule authority such as the changes to the Medicaid billing system (HB 1520).<br />

Page 372 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 13<br />

STATEWIDE <strong>COUNTY</strong> SUBSTANTIVE ISSUES:<br />

The County’s legislative staff has provided summaries of legislative action on the Board’s<br />

statewide substantive issues and other important issues that arose during the 2013 state<br />

legislative cycle as follows:<br />

Public Meeting Requirements<br />

Legislation that would give the public the right to speak at public meetings was addressed again<br />

this session. Last year, similar legislation was passed unanimously by the Senate but was never<br />

heard by the House. This session, SB 50 was approved by both the Senate and the House. Prior<br />

to the passage of this legislation, the State of Florida did not have any laws that require state or<br />

local government boards to hear from members of the public. Leon County, as well as the State<br />

Legislature, already gives the public a reasonable opportunity to speak at public meetings.<br />

Senator Negron, the sponsor of the bill, acknowledged early this session that most local<br />

governments already comply with this legislation.<br />

SB 50 gives members of the public a right to be heard at public meetings and provides local<br />

governments flexibility to create rules and policies that govern the public’s right to speak. SB 50<br />

also specifies that the local government body must give the public reasonable time to voice their<br />

opinion prior to an official decision being made. The bill also defines situations in which a board<br />

or commission does not have to grant the public the right to speak. One example would be an<br />

official act that must be taken to deal with an emergency situation, where compliance with the<br />

requirement would cause delay of action.<br />

County Policy Number 01-05 outlines the rules and procedures for County Commission<br />

meetings and specifies two opportunities for citizens to address the Board during the meeting as<br />

well as on a specific agenda items and public hearing items (Attachment #6). SB 50 has not yet<br />

been sent to the Governor for his signature. If signed into law, the bill will take effect October 1,<br />

2013.<br />

Elections Reform<br />

After long lines, lengthy constitutional amendments, and other inefficiencies in the 2012 General<br />

Election, Governor Scott asked lawmakers to pass legislation during the 2013 session that would<br />

address these issues. As mentioned previously, elections reform was one of the priorities of<br />

Senate Gaetz and Speaker Weatherford. On the first day of the session, the House passed<br />

HB 7013, their version of elections reform. After being amended several times, the bill was<br />

overwhelmingly passed by both chambers on the final day of session. This bill was signed into<br />

law by Governor Scott and will take effect January 1, 2014.<br />

HB 7013 reverses several provisions implemented in 2011, which limited early voting and<br />

prohibited voters from changing their voting address at the poll sites. The law not only restores<br />

the early voting to a mandatory 64 hours over eight days and up to 168 hours over 14 days, it<br />

also gives the 67 county supervisors of elections the discretion to schedule early voting on the<br />

Sunday before the election and expands the eligible early voting sites. Supervisor of Elections<br />

may now utilize fairgrounds, civic centers, county commission buildings, stadiums, convention<br />

centers, government-owned senior centers, and government-owned community centers as early<br />

voting sites.<br />

Page 373 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 14<br />

In addition, the law limits the wording of the constitutional amendments that lawmakers put on<br />

the ballot to 75 words. Previously, this word limit was only imposed on citizen initiatives. The<br />

bill also reduces restrictions imposed on absentee ballot voters who fail to sign their forms but, in<br />

an effort to stop fraud, tightens the requirements on people who request absentee ballots.<br />

As mentioned previously, HB 7013 was amended several times late in session. One of these<br />

amendments moves Florida’s presidential primary to the first Tuesday in January, instead of the<br />

last Tuesday, in order to comply with Democratic and Republican Party rules. Another provision<br />

that was added to the bill was the requirement that Supervisors of Elections must post their<br />

election preparation plans on his or her official website at least three months before the general<br />

election. The report must include, at a minimum, the anticipated staffing levels during the early<br />

voting period, on election day, and after election day; and the anticipated amount of automatic<br />

tabulating equipment at each early voting site and polling places. One controversial provision<br />

which was removed from the bill would have allowed the Secretary of State to hold a Supervisor<br />

of Elections in non-compliance if they did not follow legal requirements set out in this law, and<br />

dock their pay $2,000.<br />

Another elections bill that was passed this session was HB 249, which exempts voters' email<br />

addresses from the state's public records law if they are collected through voter registration. HB<br />

249 is linked to HB 247, which is a broader bill aimed at reducing paper in government records<br />

by requiring options for electronic records, such as emailing sample ballots to voters. HB 249<br />

was amended after concerns were raised by the First Amendment Foundation that the language<br />

was too broad and might unintentionally exempt emails as a whole from public records. The<br />

language was changed to specify that email addresses are exempt only when obtained when<br />

through voter register. This bill has not yet been sent to the Governor.<br />

Ethics Reform<br />

Another priority of Senate President Gaetz and Speaker Weatherford that was included in the bichamber<br />

“Work Plan Florida” agenda was ethics reform. During the second to last week of<br />

session, the House and Senate unanimously passed an amended version of SB 2, a<br />

comprehensive reform on current ethics laws. This bill requires the Commission on Ethics to<br />

prepare a proposal by December 1, 2015 that creates an online financial disclosure filing system<br />

accessible by the public. In addition, SB 2 allows public officials (any person who is elected to<br />

state or local office including County Commissioners and Constitutional Officers) to use a<br />

certified public accountant or an attorney to file financial disclosure forms and requires all public<br />

officials to attend a minimum of four hours of ethics training.<br />

Furthermore, this bill states that public officials may not accept public employment with the state<br />

or political subdivisions if the position is being offered for the purpose of gaining influence<br />

based on the public officer’s position. If a public officer accepts a position from the state or<br />

political subdivisions, the following conditions must be met: 1) the position was already in<br />

existence or created by the employer without knowing the public officer’s interest in that<br />

position; 2) the position must be publicly advertised; 3) the public officer is subjected to the<br />

same application and hiring process as other candidates and; 4) the public officer meets or<br />

exceeds the required qualifications of the position.<br />

Page 374 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 15<br />

The bill also prohibits a public officer from voting on matters in which the officer knowingly<br />

would have special private gain or loss, although under this bill the public officer is allowed to<br />

hold financial interests in blind trusts that cannot be considered as a conflict of interest. In a<br />

joint conference, the Senate and House agreed to prohibit all legislators from representing<br />

another person or entity for compensation before any state agency for two years after leaving<br />

office, authorized the Commission on Ethics to seek garnishment of any wages, and allows the<br />

Commission on Ethics to dismiss a complaint or referral during any stage of proceeding if it<br />

determines the violation is insignificant. SB 2 was signed into law by Governor Scott on<br />

May 1, 2013 and took effect upon his signature.<br />

Qualified Target Industry Program<br />

On May 30th, Governor Scott signed HB 4013 into law, which eliminates the maximum amount<br />

of tax refunds a business could receive over all fiscal years for the Qualified Target Industry<br />

(QTI) tax refund program. The current QTI economic development program caps rebates for the<br />

QTI program at $1.5 million per fiscal year and $7 million for the duration of the contract.<br />

HB 4013 keeps in place a cap of 25 percent of the total tax refunds allotted per fiscal year,<br />

ensuring that one contract does not consume all the QTI funds. The State`s QTI tax refund<br />

incentive program is available to companies that create high wage jobs in targeted high valueadded<br />

industries. The program includes refunds on corporate income, sales, ad valorem and<br />

certain other taxes for pre-approved applicants who create the targeted jobs. QTI refunds range<br />

from $3,000 to $8,000 per net new job created. Companies can increase its QTI refund by<br />

establishing its business within an enterprise zone and/or offering wages that are increasingly<br />

above average annual salaries. Applications for this program are processed by the Florida<br />

Department of Economic Opportunity for approval. The Tallahassee/Leon County Economic<br />

Development Council recently utilized the QTI program to help bring Kaye Scholer, a legal firm<br />

that will add over 100 high paying jobs, to the community. HB 4013 goes into effect<br />

July 1, 2013.<br />

Preeminent Universities<br />

This session the Legislature passed SB 1076, a comprehensive K-12 education bill, which was<br />

signed into law shortly afterwards. This bill includes provisions, which create the Preeminent<br />

State Research Universities Program, which was one of Florida State University's legislative<br />

priorities and was discussed at the Community Legislative Dialogue meetings. To qualify as a<br />

preeminent university, a university must reach eleven out of twelve benchmarks, such as:<br />

• An average weighted grade point average of 4.0 or higher on a 4.0 scale and an average<br />

SAT score of 1800 or higher for fall semester incoming freshmen, as reported annually.<br />

• A top-50 ranking on at least two well-known and highly respected national public<br />

university rankings, reflecting national preeminence, using most recent rankings.<br />

• A freshman retention rate of 90 percent or higher for full-time, first-time-in-college<br />

students, as reported annually to the Integrated Postsecondary Education Data System.<br />

• A 6-year graduation rate of 70 percent or higher for full-time, first-time-in-college students,<br />

as reported annually to the Integrated Postsecondary Education Data System.<br />

• Six or more faculty members at the state university who are members of a national<br />

academy, as reported by the Center for Measuring University Performance in the Top<br />

American Research Universities (TARU) annual report.<br />

Page 375 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 16<br />

• Total annual research expenditures, including federal research expenditures, of $200<br />

million or more, as reported annually by the National Science Foundation (NSF).<br />

• Total annual research expenditures in diversified nonmedical sciences of $150 million or<br />

more, based on data reported annually by the NSF.<br />

• A top-100 university national ranking for research expenditures in five or more science,<br />

technology, engineering, or mathematics fields of study, as reported annually by the NSF.<br />

• One hundred or more total patents awarded by the United States Patent and Trademark<br />

Office for the most recent 3-year period.<br />

• Four hundred or more doctoral degrees awarded annually as reported in the Board of<br />

Governors Annual Accountability Report.<br />

• Two hundred or more postdoctoral appointees annually, as reported in the TARU annual<br />

report.<br />

• An endowment of $500 million or more, as reported in the Board of Governors Annual<br />

Accountability Report.<br />

Upon the approval of the Board Governors, universities that meet 11 of the 12 benchmarks and<br />

submit a five-year benchmark plan with target rankings on key performances are eligible to<br />

receive additional funding annually throughout a five year period as specified in the state budget,<br />

which is contingent upon approval of the Legislature and Governor. Additional funding to<br />

recruit National Academy Members, establish a masters’ degree in cloud virtualization, and<br />

implement an entrepreneurs-in-residence program on its campus was also provided in the<br />

legislation. FSU President Eric Barron has proposed a plan to help FSU break into the<br />

U.S. News & World Report Top 25 ranking of national public universities as long as support of<br />

the preeminent university program continues. FSU is currently ranked No. 42 among public<br />

universities. For the majority of the academic metrics such as retention rates and graduation<br />

performance, FSU is already in the top 30 of public universities. Last year, a similar effort at<br />

establishing preeminent universities would have given FSU even more of a financial reward by<br />

allowing them to seek tuition hikes beyond the caps set on other schools. That bill was vetoed<br />

by Governor Scott, who had been firm in his opposition to raising tuition this year. The bill<br />

signed into law does not allow preeminent universities to raise tuition.<br />

SB 1076 provides comprehensive changes to education, such as revising provisions relating to<br />

adult general education, career education programs, college readiness, and fees. Some of these<br />

provision changes provide additional fee waiver authority (within specified parameters) for<br />

Florida College System institutions to meet the Governor’s $10,000 degree challenge. SB 1076<br />

also affects Leon County Schools by creating two "designations" for high school degrees, each<br />

with different requirements, with one aimed at encouraging students to work toward industry<br />

certification and the other to earn scholar designation if a student satisfies course and testing<br />

requirements above-and-beyond those required for a standard diploma. The bill rolls back<br />

graduation standards adopted just three years ago, that required students to take courses in<br />

algebra, chemistry, and physics. SB 1076 goes into effect July 1, 2013.<br />

Page 376 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 17<br />

Emergency Medical Services<br />

This session the Legislature passed SB 520, which affects emergency medical services (EMS)<br />

providers. This bill was unanimously approved by both the Senate and the House to bring the<br />

State of Florida EMS training standards up to national standards, which have been set out by the<br />

2009 Department of Transportation’s “National Medical Services Education Standards.” The<br />

bill removes the requirement that Emergency Medical Technicians (EMT) and paramedics<br />

complete continuing education on HIV/AIDs, due to the fact that such standards are already<br />

being met by current “universal precaution.” SB 520 also increases the amount of time EMTs<br />

and paramedics are able to take the state examination after completing an approved training<br />

program from one to two years. In addition, the bill requires the state emergency medical service<br />

plan be updated every five years instead of the previously required two years. Staff has<br />

monitored similar legislation over the past three sessions and Leon County EMS Division has<br />

stated that this bill will bring the statutes into sync with what is actually being implemented in<br />

EMS training centers. It allows training centers to use the latest national curriculum standards<br />

for EMS training by deleting an antiquated HIV/AIDS training requirement and placing that<br />

training into a larger infectious disease module. SB 520 was signed by Governor Scott and will<br />

take effect July 1, 2013.<br />

Texting While Driving<br />

After three years pursuing this legislation, Senator Detert’s texting while driving bill was passed.<br />

SB 52 prohibits a person who is driving to “manually type or enter multiple letters, numbers,<br />

symbols, or other characters in a wireless communications device for the purpose of non-voice<br />

interpersonal communication.” This bill does not apply to vehicles that are stationary.<br />

Exemptions to this law include texting while driving for: emergency services personnel<br />

performing official duties, reporting an emergency or criminal activity, safety-related<br />

information, radio broadcasts, and using the device for navigation purposes. Under this law,<br />

texting while driving will be considered a secondary offense, meaning that a law enforcement<br />

officer cannot pull a driver over only for texting. A first time offense of texting while driving<br />

would be punishable by a $30 fine, while a second offense within five years would be a $60 fine<br />

and three points on the driver’s license. SB 52 was overwhelming passed by both the House and<br />

the Senate, but was almost considered dead when the House adopted an amendment during the<br />

last week of session which consequently meant the bill had to be sent back to the Senate for their<br />

approval. The amendment prohibits law enforcement from using wireless communications<br />

billing records as evidence, unless the event of a crash resulted in death or personal injury. The<br />

Senate quickly concurred with this amendment and Governor Scott signed this bill into law,<br />

which will take effect on October 1, 2013.<br />

Page 377 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 18<br />

Environmental Permitting<br />

This session the Legislature passed HB 999, an omnibus environmental bill that initially would<br />

have created, amended, and deleted more than 25 environmental regulations affecting water<br />

management, air quality, environmental resource permitting, and development permitting. When<br />

originally filed, FAC opposed HB 999 because the bill would have impacted local permitting and<br />

environmental regulations, imposing on county home rule authority. The original legislation<br />

limited local governments to three Requests for Additional Information (RAI) for permit<br />

applications and created a tiered RAI review process going from department supervisor to<br />

County Administrator, which could have bottlenecked the permitting process due to involving<br />

additional layers of management review.<br />

Before being passed in the House, the bill was amended to establish a three-year ban on new<br />

local fertilizer ordinances. Business groups and landscaping professionals have been asking the<br />

Legislature to prevent the adoption of new local fertilizer ordinances, warning that they create a<br />

patchwork of regulations. Additionally, the amendment would have established the Florida<br />

Fertilizer Regulatory Review Council to perform a comprehensive review of existing scientific<br />

data relating to what happens to nutrients that come from urban settings. This language referring<br />

to the fertilizer ban was later removed by the Senate.<br />

FAC and the Capitol Alliance Group worked closely with the bill sponsors and other<br />

stakeholders to address some of the preemption concerns in the bills. The section dealing with<br />

RAIs was softened to only apply to applications by certified professionals; non-certified people<br />

would be treated as normal. Further, the requirement of tiered requests from supervisor-directoradministrator<br />

was removed and replaced with a simple meeting between the government and<br />

applicant prior to the third request. On the last day of session, the House concurred with the<br />

Senate amendments and passed HB 999. This bill was signed into law by Governor Scott and<br />

will take effect July 1, 2013.<br />

Mobility Fees and Concurrency<br />

On May 30th, the Governor signed HB 319, which places new requirements on local<br />

governments that implement alternative mobility funding systems. The bill requires these<br />

alternative systems to allow developers to “pay and go” for new development. Under the bill,<br />

once a developer pays for its identified transportation impacts, the local government must allow<br />

the development process to move forward. The bill encourages local governments without a<br />

transportation concurrency funding system to implement an alternative mobility funding system.<br />

The bill prohibits alternative mobility funding systems that are not mobility fee based from<br />

requiring developers to pay for existing transportation deficiencies. Local governments must<br />

apply revenue collected from alternative funding systems to implement the needs upon which the<br />

revenue collection was based. The bill also makes the following changes to transportation<br />

concurrency mechanisms: (1) allows developers to satisfy the transportation concurrency<br />

requirements of a local comprehensive plan by making a good faith offer to enter a binding<br />

agreement to pay for or construct its proportionate share of impacts; (2) allows local government<br />

to pool contributions from multiple applicants to apply toward one regionally significant<br />

transportation facility; (3) requires local governments to provide the basis upon which<br />

landowners will be assessed a proportionate share of cost addressing the transportation impacts<br />

from a proposed development; (4) clarifies when local governments are not required to approve<br />

new development. HB 319 took effect upon being signed into law.<br />

Page 378 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 19<br />

The Legislature also considered HB 321, which would have exempted certain new development<br />

from having to comply with impact fee, concurrency, or proportionate share requirements for<br />

transportation impacts for three years. However, the exemption would not have applied to a new<br />

development if the County Commission revoked the exemption by a majority vote. Leon County<br />

uses concurrency to manage growth and provide adequate facilities like sewer, water, parks,<br />

roads, and schools to citizens. HB 321 passed in the House, but died in the Senate Community<br />

Affairs Committee.<br />

Legislation Affecting County Acquisition of State-Owned Land<br />

HB 1145 expands the Department of Management Services' (DMS) authority in an effort to<br />

facilitate the sale of non-conservation state lands determined to be surplus. DMS estimates that<br />

the state has more than 500,000 square feet of potential excess space in Leon County. The bill<br />

requires that by July 1 of each year, the Board of Governors of the State University System and<br />

Department of Environmental Project (DEP) to provide to DMS an inventory of all state<br />

university and community college facilities. In addition, DMS and DEP must publish a complete<br />

report of the inventory of all state-owned facilities, including the inventories of the Board of<br />

Governors, the Department of Education, and the Department of Transportation, excluding the<br />

transportation facilities of the state transportation system by October 1 st of each year. The report<br />

must include the report on state-owned real property recommended for disposition.<br />

HB 1145 sharply reduces the time a state agency or local government has to secure requested<br />

surplus state property, from six months to 90 days after being notified that it may use such<br />

property. Before a building or parcel of land is offered for lease or sale to a local government, it<br />

will first be offered to other state agencies, universities, and colleges. State entities interested in<br />

the surplus land must first submit a business plan, within 60 days after the offer, for the proposed<br />

use of the building or parcel. At the time of writing this, the Governor has until June 12, 2013 to<br />

act on this bill. This bill was signed into law by Governor Scott and will go into effect on<br />

July 1, 2013.<br />

STATEWIDE <strong>COUNTY</strong> BUDGET ISSUES:<br />

In addition to the statewide substantive issues addressed by the Legislature, the Board expressed<br />

concern about statewide issues that would affect the County’s budget, including unfunded<br />

mandates and budget issues relating to constitutional offices. These and other budget issues<br />

addressed by the Legislature in 2013 are detailed in the following section:<br />

Florida Retirement System Employer Contribution Rates<br />

On the final day of session both chambers overwhelming passed SB 1810, the annual<br />

conforming bill that adjusts employer contribution rates to the FRS based on the annual actuarial<br />

report and recommendations of the state actuary, Milliman, Inc. This legislation was<br />

subsequently signed into law by the Governor and will go into effect on July 1, 2013. SB 1810<br />

modifies employer contribution rates for 2013 – increasing some rates and decreasing others<br />

depending on the membership class. It is important to note that significant rate increases were<br />

passed during the 2012 session in HB 5005.<br />

Page 379 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 20<br />

In 2012, the rates were increased to fund the amortization of the unfunded actuarial liability<br />

(UAL) of the FRS, which had not been funded for several years due to the state of the<br />

economy. These increased rates have been in statute for the past year but did not go into effect<br />

until July 1, 2013. The rates were established to ensure the actuarial soundness of the fund. It is<br />

the rates passed during the 2012 session to fund the UAL that are estimated to have a negative<br />

fiscal impact to counties of approximately $255 million.<br />

During the April 23, 2013 budget workshop, staff updated the Board on the likelihood that the<br />

employer contributions rates for FRS would have a significant impact on the FY 2014 budget if<br />

the Legislature approved the higher rates. Staff intends to discuss the budgetary impact of these<br />

rates on the FY 2014 budget as part of the July budget workshops.<br />

Medicaid<br />

Last session the Legislature passed sweeping changes to counties Medicaid billing process. The<br />

legislation had two main parts: a recurring annual impact and the payment of past unpaid bills.<br />

With the onset of these program changes this year, FAC worked tirelessly with the Governor’s<br />

office and Legislature during the 2013 session to revise the methodology for determining county<br />

contributions to Medicaid.<br />

Legislation regarding revisions to the Medicaid billing process was not addressed until the last<br />

three weeks of session when Senate Health Policy Committee unanimously passed a bill that<br />

replaced the current county Medicaid billing relationship with a fixed formula-based approach.<br />

Commissioner Desloge testified on behalf of FAC to ask the Committee to take a measured<br />

approach that would involve such things as evaluating more data. Several senators stated that<br />

this proposal would create more predictability for counties, which currently pay based on the<br />

Medicaid expenses of their residents. Senator Denise Grimsley, the sponsor of the bill, stated<br />

that she was interested in finding a way to help ease the counties' transition into the new payment<br />

model and pledged to work continue to work with FAC to develop such a model. FAC worked<br />

diligently with the Senator and House staff to develop a compromised approach to the counties<br />

Medicaid billing process.<br />

During the last three days of session, the Senate and House leadership settled on a<br />

compromised approach to counties Medicaid contributions that replaces the current Medicaid<br />

county billing methodology with a new cost-sharing system as outlined:<br />

• Bases county contribution percentages on 2012/13 actual collections for the first two years<br />

and then transitions to percentages based on the counties Medicaid enrollees over five years.<br />

o Year 1: Total county contribution set at $269.6 million based on 100% utilization formula<br />

o Year 2: Total county contribution set at $277 million based on 100% utilization formula<br />

o Years 3-7: Grows the total county contribution at 50% of growth in state Medicaid<br />

expenditures and transitions from utilization- to an enrollment-based formula.<br />

• Growth in the total county contribution is 100% of growth in state Medicaid expenditures<br />

beginning in 2020-21.<br />

• Transitions the county share based on Medicaid enrollees beginning in Fiscal Year 2015-16<br />

using a weighted approach (80% utilization/20% enrollment, 60% utilization/40%<br />

enrollment, etc.), with the complete transition occurring in Fiscal Year 2019-20.<br />

Page 380 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 21<br />

• Requires the Agency for Health Care Administration to provide an annual data report to the<br />

Governor, Senate President, and Speaker of the House, along with the Florida Association<br />

of Counties. The report would include information necessary to evaluate the costs and<br />

utilization of health services by Medicaid enrollees allowing the counties to evaluate the<br />

new methodology and the effects of Medicaid reforms. The report will allow FAC to<br />

develop a workgroup to explore alternative billing formulas during the first two years of<br />

implementation<br />

Compared with estimated payments counties would have collectively made under current law,<br />

the bill saves counties approximately $40 million by FY17/18. Based on an updated formula,<br />

FAC estimates that Leon County's share of the Medicaid billing in FY 2014 would be<br />

$2.5 million and would be $3.3 million at the end of the seven-year phase in period. As of<br />

March 2013, Leon County had 35,277 Medicaid enrollees, which is approximately 1.06% of the<br />

total state enrollees. Leon County’s Office of Management and Budget estimates that total<br />

Medicaid expenditures for FY 2013 will be $2 million. Therefore, SB 1520 would result in a<br />

$500,000 increase for the County in FY 2014. This legislation was signed into law by the<br />

Governor and takes effect on July 1, 2013.<br />

Manufacturing Taxes<br />

The elimination of the state sales tax for manufacturing equipment and machinery was one of<br />

Governor Rick Scott's top priorities for this past legislative session. Last year, lawmakers<br />

reduced the requirements to qualify for an already existing manufacturing sales tax<br />

(manufacturers must show a 5% production increase, down from 10%). The tax elimination<br />

initially looked like it was not going to pass when the originally filed bills (SB 518 and HB 391)<br />

were not scheduled to be heard on either chamber. During the last few days of session, language<br />

providing for the sales tax elimination was amended onto another bill on the Senate floor and<br />

passed 37-3. The House subsequently approved the bill on a 68-48 vote.<br />

After the passage of the legislation, some legislators questioned the legality of the tax exemption.<br />

Senate staff analysts reported that the manufacturing sales tax elimination required two-thirds<br />

support in each chamber of the Legislature to pass because the tax cut would affect local<br />

government revenues. The House passed the bill by a 68-48 vote, twelve votes short of a twothirds<br />

majority. The final bill analysis, drafted by House analysts, states that the sales tax<br />

exemption provision in HB 7007 would not “significantly affect the authority of the counties and<br />

municipalities to raise revenue in the aggregate.” The words “significantly” and “aggregate” are<br />

key in this analysis since the Constitution requires a two-thirds vote for any bill that has a<br />

significant impact on local government’s revenue-collecting abilities. The manufacturing sales<br />

tax brings in $141 million each year, $115 million of which goes to the state and the rest to local<br />

governments. The Legislature’s Revenue Estimating Conference estimated that HB 7007 would<br />

have a negative fiscal impact of $4.1 million on local government revenues for FY13-14 and<br />

over $25 million each year after that until FY 17-18 when the sales tax exemption expires. This<br />

estimated local government revenue loss suggests a “significant” impact, but the House’s legal<br />

team has seized on the term “in the aggregate” to justify the bill’s constitutionality.<br />

Page 381 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 22<br />

The sales tax exemption in HB 7007 only applies to industrial machinery and equipment used at<br />

fixed locations within Florida starting April 30, 2014, and expires in 2018. Manufacturing<br />

currently employs almost 3,000 Leon County residents and accounts for more than $390 million<br />

of the Leon County's GDP. There are currently 125 manufacturing establishments within the<br />

County. HB 7007 was signed into law on May 17, 2013 and the sales tax exemption.<br />

Article V Freeze<br />

For the third year, FAC was successful in removing the mandatory 1.5% annual increase in<br />

funding counties must provide for Article V court-related responsibilities for FY 2013.<br />

According to FAC, this provision will save counties approximately $10 million in Article V<br />

costs next year. This issue was identified and promoted as an issue for the Legislature to reduce<br />

the burden on local taxpayers without affecting the state budget. Again, this freeze on Article V<br />

funding only applies for FY 2014 and allows counties to maintain the current levels of funding<br />

established in FY 2010. The Governor signed the Article V freeze into law as part of the<br />

FY 2014 budget.<br />

Funding for Affordable Housing Program<br />

In the last week of session, the Legislature approved SB 1852, a bill that would appropriate over<br />

$200 million from part of a multistate settlement with five large banks for fraudulent foreclosure<br />

practices. The fund will be used to help homeowners and affordable housing initiatives.<br />

Of particular note to Leon County is an allocation of $40 million to the State Housing Initiative<br />

Program (SHIP). SHIP provides grants to local governments to administer housing<br />

rehabilitation, down payment assistance, and foreclosure prevention. The program also helps<br />

low-income households purchase existing homes and provides housing counseling. Last year,<br />

Leon County Housing Services received $37,000 from SHIP. The Florida Housing Finance<br />

Corporation (FHFC), which administers SHIP, has stated that local governments will receive a<br />

minimum of $350,000 from SHIP for the upcoming fiscal year; it is unclear at the time this<br />

agenda item is being written, whether or not this allocation would be shared between Leon<br />

County and the City of Tallahassee.<br />

SB 1852 also includes some additional limitations on how local governments can spend the<br />

money. The bill requires that all funds target: the rehabilitation owner-occupied homes; assist<br />

with purchases of existing housing, provide housing counseling services, provide lease-purchase<br />

assistance, or implement strategies approved by FHFC that use existing housing stock. In<br />

addition to these limitations, the bill requires each local government to use a minimum of twenty<br />

percent of its allocation to serve persons with special needs (an adult requiring independent<br />

living services, a young adult formerly in foster care, a survivor of domestic violence, or a<br />

person receiving disability benefits). The Governor signed this bill into law and these provisions<br />

take effect upon the deposit of $200,080,474 into the State General Revenue Fund from the<br />

escrow account created as a result of the settlement.<br />

Page 382 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 23<br />

Streamlined Sales Tax Legislation<br />

This session Senator Detert once again sponsored an internet sales tax bill. Under current law,<br />

individuals who buy goods online are supposed to send the sales tax to the state on their own, but<br />

that provision is largely unheeded and not enforced. Economists estimate the state loses out on<br />

about $400 million in revenue each year the tax goes uncollected. Purchases from these stores<br />

are not subject to sales tax due to the fact that they are not physically located in the state of<br />

Florida. Currently, it is the responsibility of the purchaser to file with the Department of<br />

Revenue the amount of sales tax they owe from internet purchases, something few people<br />

actually do.<br />

Since several legislators worried that this bill was a tax increase on internet businesses,<br />

amendments were adopted mid-session to make this legislation revenue neutral. To ensure<br />

neutrality, the amended version required that the Communication Services Tax be reduced by the<br />

estimated increase in sales tax collected through online purchase. At one point this bill also<br />

included a provision which gives every manufacturer a sales tax exemption on all industrial<br />

machines and equipment purchases for three years (one of the two top priorities of the<br />

Governor), but this provision was removed. SB 316 passed its first two committees of reference<br />

and later died in the Appropriations Committee.<br />

This spring the United States Senate passed the Market Fairness Act with bipartisan support.<br />

Senator Rubio and Senator Nelson are currently split on the legislation that would require<br />

consumers to pay sales tax on purchases online. This bill is expected to face more challenges as<br />

it reaches the U.S. House. Staff will continue to work with Patton Boggs to monitor this<br />

legislation.<br />

2013 CONGRESSIONAL UPDATE:<br />

At the October 23, 2012 Workshop on the 2013 State and Federal Legislative Priorities, the<br />

Board approved appropriation requests identified by staff for the first session of the<br />

113 th Congress. The Board’s practice has been to focus the County’s federal legislative program<br />

on appropriations issues but has added specific substantive issues from time to time. As noted<br />

over the past year, recent trends in the federal budget process have shifted federal funding away<br />

from Congressional earmarks to federal grant programs through the executive branch. Most<br />

substantive issues that the County has at the federal level are coordinated through the County’s<br />

National Association of Counties (NACO) representation. In order to assist with the federal<br />

appropriation process, the Board contracts annually with Patton Boggs as the County’s federal<br />

lobbyist.<br />

Staff coordinates regularly with Patton Boggs by phone and e-mail to strategize on key federal<br />

budget issues and to identify new federal grant funding opportunities for County project requests.<br />

Commissioners and staff attended the 2013 NACo Legislative Conference in March to take part<br />

in NACo’s legislative policy process and attend educational sessions. The NACo Legislative<br />

Conference provides county officials and staff from around the country with the unique<br />

opportunity to discuss nationwide issues impacting counties. Commissioners and staff<br />

participated in workshops on the economy’s impact to local governments, economic growth and<br />

job creation, energy efficiency, transportation funding and other priority County issues.<br />

Page 383 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 24<br />

While visiting the nation’s capital city, Commissioners, staff, and the County’s federal contract<br />

lobbying team from Patton Boggs met with Congressman Southerland and Senator Nelson to<br />

discuss the County’s substantive and fiscal priorities. This included an in-depth discussion on<br />

the status of the Tom Brown Park legislation, the Desoto Winter Encampment site, Smile<br />

Connection and several capital projects for which the County is seeking federal support.<br />

The May 2013 federal update from Patton Boggs is attached and includes a summary on FY<br />

2014 Appropriations; Sequestration Updates; Debt Ceiling and Debt Legislation; Tax Reform;<br />

Online Travel Sector Tax Collection; Tom Brown Park; and Grady Dam (Attachment #7).<br />

Lobbying Contracts:<br />

The County utilizes contract lobbying services at the state and federal levels to further the<br />

County’s legislative goals and in pursuit of appropriations for key local projects. The contract<br />

lobbying firms provide a daily presence by advocating the County’s legislative priorities with the<br />

County’s Delegation and legislative leaders. In 2011, the Board approved both the state and<br />

federal lobbying contracts. Each contract was for a period of three years, however only the<br />

federal contract provided for an extension of one additional two year period. The Board has the<br />

discretion to extend any or all of the County’s existing agreements, to issue a request for<br />

proposals (RFP) for lobbying services for 2014, or to designate separate lobbying firm(s) to<br />

provide state and federal lobbying services.<br />

Federal Lobbying Contract<br />

Since 2002, the federal lobbying team, Patton Boggs, has had significant success in obtaining<br />

federal appropriations for local projects to help offset the financial burden for local taxpayers.<br />

Patton Boggs’ efforts have been vital in advocating the County’s legislative priorities at the<br />

federal level where County staff has limited access.<br />

The County is in its third and final year of its agreement with Patton Boggs for federal lobbying<br />

services (Attachment #8). The contract states that the Board may extend the agreement for one<br />

additional two-year period or until December 31, 2015. Consistent with the contract, staff<br />

recommends that the Board extend the agreement for one additional two-year period or until<br />

December 31, 2015. However, the Board may wish to proceed with a RFP for federal lobbying<br />

services for the 2014 legislative session or discuss this contract further as part of a July budget<br />

discussion item.<br />

State Lobbying Contract<br />

Given the state’s financial hardship the past few years, the state lobbying team, Capitol Alliance<br />

Group, has concentrated on supporting the County’s policy issues and protecting state programs<br />

that assist local governments.<br />

The County is in its final year of a three-year contract with Capitol Alliance Group for state<br />

lobbying services (Attachment #9). The County entered into the contract with Capitol Alliance<br />

Group on October 1, 2011, which anticipates issuing a RFP for the 2014 legislative session at the<br />

conclusion of the contract. In order to unify the County’s lobbying contracts, staff is<br />

recommending that the Board extend the agreement for one additional two-year period or until<br />

September 30, 2015. However, the Board may wish to proceed with a RFP for state lobbying<br />

services for the 2014 legislative session or discuss this contract further as part of a July budget<br />

discussion item. Page 384 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 25<br />

2014 LEGISLATIVE SESSION:<br />

The 2014 legislative session will begin on March 4, 2014 and is scheduled to conclude on<br />

May 2, 2014. Staff will continue to monitor the important issues relating to Leon County, so it is<br />

imperative to begin the planning process, as soon as possible, to prepare for an effective<br />

legislative session next year. Staff recommends scheduling the Workshop on the 2014 State and<br />

Federal Legislative Priorities for December 10, 2013, from 1:30 – 3:00 p.m.<br />

Community Legislative Dialogue Meetings<br />

Based on the discussion at the May 14, 2013 “End of Session” Community Legislative Dialogue<br />

meeting, it was recommended that a meeting be held in late summer/early fall to discuss the<br />

impacts that FRS reform legislation could have on the community. If the Board would like to<br />

continue hosting the ‘Community Legislative Dialogue’ meetings on an ongoing basis, staff<br />

would typically recommend that the Chairman host these meetings each year. However, given<br />

the fact that Leon County is in the unique position this year of having a Commissioner serve as<br />

the President of the Florida Association of Counties, the Board may wish to designate<br />

Commissioner Desloge to once again host these meetings for the 2014 session, including a late<br />

summer/early fall meeting.<br />

Options:<br />

1. Accept the 2013 Legislative Session Final Report.<br />

2. Schedule the Board Workshop on the 2014 State and Federal Legislative Priorities for<br />

Tuesday, December 10, 2013 from 1:30 – 3:00 p.m.<br />

3. Authorize the County Administrator to extend the Patton Boggs’ federal lobbying<br />

contract for one additional two-year period or until December 31, 2015.<br />

4. Authorize the County Administrator to extend the Capitol Alliance Group’s state<br />

lobbying contract for one additional two-year period or until September 30, 2015.<br />

5. Designate a Commissioner to host the Community Legislative Dialogue meetings for the<br />

2014 Session.<br />

6. Authorize staff to issue a request for proposals for federal lobbying services for the 2014<br />

legislative session.<br />

7. Authorize staff to issue a request for proposals for state lobbying services for the 2014<br />

legislative session.<br />

8. Direct staff to include the state and federal lobbying services contract as a budget<br />

discussion item for the July 9, 2013 budget workshop.<br />

9. Board direction.<br />

Recommendation:<br />

Options #1, #2, #3, #4, and #5.<br />

Page 385 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Acceptance of the 2013 Florida Legislative Session Final Report, Request to Schedule the<br />

Board Workshop on the 2014 State and Federal Legislative Priorities for Tuesday,<br />

December 10, 2013 from 1:30 – 3:00 p.m., and Authorization to Extend the Federal and State<br />

Lobbying Contracts<br />

June 18, 2013<br />

Page 26<br />

Attachments:<br />

1. October 23, 2013 Workshop on State and Federal Legislative Priorities<br />

2. May 16, 2013 County Attorney 2013 Legislative Overview<br />

3. Capitol Alliance 2013 End of Session Report<br />

4. March 12, 2013 Board of County Commissioner Resolution Supporting State Worker Pay<br />

Raises<br />

5. March 3, 2013 “My View” by Chairman Maddox<br />

6. County Policy Number 01-05: Rules of Procedure for Meetings of the Leon County<br />

Board of County Commissioners<br />

7. Patton Boggs May 2013 Monthly Federal Legislative Update<br />

8. 2011 – 2013 Patton Boggs Federal Lobbying Contract<br />

9. 2011 – 2013 Capitol Alliance Group State Lobbying Contract<br />

Page 386 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

October 23, 2012<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Workshop on the 2013 State and Federal Legislative Priorities<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review and<br />

Approval:<br />

Lead Staff/<br />

Project Team:<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator, County<br />

Administration<br />

Ken Morris, Director of Economic Development and Business<br />

Partnerships<br />

Cristina Paredes, Intergovernmental Affairs and Special Projects<br />

Coordinator<br />

Executive Summary<br />

Attachment #1<br />

Page 1 of 13<br />

Issue Briefing:<br />

This workshop seeks Board consideration of the state and federal legislative priorities to guide<br />

the County’s lobbying efforts for the 2013 state legislative session and the first session of the<br />

113 th Congress. Historically, the Board has conducted a workshop with staff on legislative<br />

priorities to guide the County’s lobbying efforts. In recent years, staff has utilized this forum to<br />

receive Board direction on and approval of priority legislative issues to guide the County’s<br />

lobbying efforts at both the state and federal levels. Staff has identified four appropriation<br />

requests for the 2013 state and federal legislative cycles (please see Attachment #1).<br />

Additionally, staff has provided eight substantive priorities for the 2013 state legislative session<br />

(Attachment #2) and two federal substantive priorities for the 113 th Congress.<br />

Rather than ask the Board to rank projects in priority order, staff is seeking Board assent to the<br />

state and federal substantive and appropriations issues presented here to be included in the<br />

County’s 2013 State and Federal Legislative Programs. Upon Board approval, staff and the<br />

contract lobbying teams will pursue all of the legislative issues approved by the Board, and in so<br />

doing, place appropriate priority on the issues given the opportunities that arise during the<br />

legislative process.<br />

Page 387 of 631 Posted at 6:15 p.m. on June 10, 2013


Fiscal Impact:<br />

This item does not have a fiscal impact. However, it recommends projects for appropriation<br />

requests at the state and federal levels while the substantive efforts of the legislative program<br />

often seek to avoid cost shifts and unfunded mandates to the County.<br />

Staff Recommendation:<br />

Option #1: Approve the 2013 state and federal legislative priorities as presented.<br />

Attachment #1<br />

Page 2 of 13<br />

Option #2: Designate a Commissioner to host the Community Legislative Dialogue meetings<br />

for the 2013 Session.<br />

Page 388 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 3 of 13<br />

Report and Discussion<br />

Background:<br />

Historically, the Board has conducted a workshop with staff on legislative priorities to guide the<br />

County’s lobbying efforts. In recent years, staff has utilized this forum to receive Board<br />

direction on and approval of priority legislative issues to guide the County’s lobbying efforts at<br />

both the state and federal level.<br />

In recent years, the Board directed staff to refine the County’s substantive priorities only to the<br />

most pressing issues and to support the Florida Association of Counties (FAC) and National<br />

Association of Counties (NACO) in achieving their broader substantive initiatives. Based on this<br />

direction from the Board, staff has provided ten substantive priorities (eight state and two<br />

federal) for the 2013 state and federal legislative sessions. Staff has also identified four<br />

appropriation requests for the 2013 state and federal legislative cycles.<br />

Analysis:<br />

Rather than ask the Board to rank projects in priority order, staff is seeking Board assent to the<br />

state and federal substantive and appropriations issues presented herein to be included in the<br />

County’s 2013 State and Federal Legislative Programs. Upon Board approval, staff and the<br />

contract lobbying teams will pursue all of the legislative issues approved by the Board, and in so<br />

doing, place appropriate priority on the issues given the opportunities that arise during the<br />

legislative process. Notwithstanding this, staff will assign priority to any issue that the Board<br />

directs to receive a special level of attention in 2013. Staff would also like to welcome the<br />

addition or deletion of issues that the Board deems appropriate for the County’s 2013 legislative<br />

efforts.<br />

It is important to note that in addition to the specific Leon County issues identified herein by<br />

staff, much of the County’s legislative efforts each session are focused on statewide issues in<br />

conjunction with FAC. FAC will finalize their 2013 legislative program during their legislative<br />

conference on November 28, 2012. These issues are often times the most critical issues facing<br />

the County during the state legislative session. The Board will have an opportunity to<br />

communicate its legislative priorities when it hosts the Leon County Legislative Delegation. A<br />

meeting date has not yet been set but it is anticipated that the meeting will be held in January,<br />

prior to the start of the 2013 session. Staff will notify the Board of the date once it has been<br />

confirmed.<br />

It is important for the Board to be active participants in the legislative process by testifying on<br />

behalf of the County and working with the legislative delegation. Staff will continue to keep the<br />

Board involved in legislative issues through agenda items, resolutions, memorandum, “Call to<br />

Action” emails, as well as through the weekly Capital Update memoranda during session.<br />

Page 389 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 4 of 13<br />

State Lobbying Contract<br />

The County utilizes contract lobbying services at the state and federal levels to further the<br />

County’s legislative goals and in pursuit of appropriations for key local projects. The contract<br />

lobbying firms provide a daily presence by advocating the County’s legislative priorities with the<br />

County’s Delegation and legislative leaders. Given the state’s financial hardship the past few<br />

years, the state lobbying team, Capitol Alliance Group, has concentrated on supporting the<br />

County’s policy issues and protecting state programs that assist local governments.<br />

The County is in its final year of a three year contract with Capitol Alliance Group for state<br />

lobbying services. The County entered into the contract with Capitol Alliance Group on October<br />

1, 2010 which anticipates issuing a request for proposals (RFP) for the 2014 legislative session at<br />

the conclusion of the contract. As part of the 2013 final legislative report, staff will be seeking<br />

direction from the Board on the issuance of an RFP for state lobbying services.<br />

Federal Lobbying Contract<br />

Since 2002, the federal lobbying team, Patton Boggs, has had significant success in obtaining<br />

federal appropriations for local projects to help offset the financial burden for local taxpayers.<br />

Patton Boggs’ efforts have been vital in advocating the County’s legislative priorities at the<br />

federal level where County staff has limited access. Additional information highlighting the<br />

activities of the federal lobbying team is available in the federal legislative issues section<br />

(Page #12).<br />

The County is also in its third and final year of its agreement with Patton Boggs for federal<br />

lobbying services. However, the contract states that the Board may extend the agreement for one<br />

additional two year period or until December 31, 2015. As part of the 2013 final legislative<br />

report, staff will be seeking direction from the Board on federal lobbying services.<br />

Page 390 of 631 Posted at 6:15 p.m. on June 10, 2013


PROPOSED <strong>LEON</strong> <strong>COUNTY</strong> 2013 STATE & FEDERAL LEGISLATIVE SESSION:<br />

Appropriation Requests<br />

(Please Note: For complete information on each, see Attachment #1)<br />

The Board’s practice of retaining professional contractual lobbying services, at both the state and<br />

federal levels, has been based primarily on increasing the County’s chances of obtaining<br />

legislative appropriations. Staff works throughout the year to identify County projects for which<br />

to submit state and federal appropriations requests. In recent years, the Legislature has not<br />

accepted Community Budget Issue Requests (CBIRs), which serve as the primary vehicle for<br />

state appropriations, due to the state’s severe budget constraints. However, a greater emphasis<br />

placed on grant programs through the executive branch and coordinating through state agencies<br />

helped fund a number of infrastructure projects during the previous session. Although a small<br />

surplus is projected in state revenue, staff anticipates that the Legislature will not consider<br />

CBIRs in 2013. In addition, Governor Scott has continued the practice of requesting that all state<br />

agencies submit a budget that reflects a 5% cut in funding for the next fiscal year.<br />

Due to the continued revenue challenges at the state level, staff has refined the Board’s top<br />

appropriation requests to avoid unrealistic expectations for securing funding for local projects.<br />

The 2013 appropriation requests identified herein include costly capital projects ranging from<br />

transportation projects and infrastructure improvements to historical and cultural enhancements.<br />

In order to maximize the chances for state and federal funds, the County will seek to partner with<br />

the City on several projects important to the community including improvements to Capital<br />

Circle Southwest.<br />

In previous years the County has had tremendous success in obtaining grants for its parks and<br />

library programs through the legislative appropriations process. However, in the past three<br />

sessions, the Legislature has failed to provide funding for the Department of Environmental<br />

Protection’s Florida Recreation Development Assistance Program (FRDAP) and the Department<br />

of State’s Public Library Construction Grant Program. The following are the proposed Leon<br />

County 2013 State and Federal appropriation requests:<br />

Capital Circle Southwest $8 million<br />

Construction of six-lane roadway (1,300 ft.) just north of Orange Ave.<br />

Woodville Highway $4.2 million<br />

Design for widening (four lanes) from Capital Circle to Paul Russell Rd.<br />

Woodville Sewer $500,000<br />

Design of Woodville Sewer System<br />

America’s First Christmas TBD<br />

Construction of historical structure and markings<br />

Attachment #1<br />

Page 5 of 13<br />

Page 391 of 631 Posted at 6:15 p.m. on June 10, 2013


PROPOSED <strong>LEON</strong> <strong>COUNTY</strong> 2013 STATE LEGISLATIVE SESSION<br />

Policy Requests<br />

(Please Note: For complete information on each, see Attachment #2)<br />

Attachment #1<br />

Page 6 of 13<br />

The 2013 legislative session will begin on March 5, 2013, and is scheduled to conclude on May<br />

3, 2013. Like most legislation, much of the County’s legislative efforts are incremental and<br />

focused on issues that are built upon throughout several sessions. However, each year staff<br />

evaluates the trends and issues affecting all County programs and services to identify potential<br />

policy or substantive legislative issues. Significant substantive issues that have been identified<br />

for County participation range from maintaining the County’s home rule authority, such as<br />

allowing counties to regulate the location and operation of internet cafes, to the protection of<br />

state workforce. The state’s current fiscal challenges and efforts to further reduce state<br />

government are likely to dominate the Legislature’s time this year. It will be important for the<br />

lobbying team to monitor the budgetary and programmatic decisions made by the Legislature to<br />

determine their impact, if any, on local governments in the form of cost shifts or unfunded<br />

mandates.<br />

Throughout this past session, the Capitol Alliance Group worked to pursue the Board’s<br />

legislative priorities. For example, Capitol Alliance Group, along with FAC and all Florida<br />

counties, lobbied aggressively in the last few weeks of the session to kill the Medicaid bill.<br />

While the bill was ultimately signed into law, the Capitol Alliance Group was successful in<br />

working with the Governor’s office and the Legislature on legislation to restructure the Regional<br />

Workforce Boards in order to maintain local oversight of the boards and ensure greater financial<br />

transparency.<br />

In addition to the substantive issues identified by the County, staff works daily with FAC and the<br />

Florida Association for Intergovernmental Relations (FAIR) to identify developing issues that<br />

effect counties during the session’s quick pace. In many cases, the County joins FAC and FAIR<br />

members to advocate for or against initiatives that would substantially impact counties (Please<br />

note: FAIR members are representatives of local governments from across the state.) Please find<br />

below a refined listing of the proposed Leon County 2013 state legislative session policy<br />

requests. Each request provides a brief overview of the issue and indicates the specific<br />

recommended legislative action:<br />

Protection of State Workforce<br />

Issue: State workers comprise a substantial percentage of Leon County’s population<br />

contributing to our community, economy and diversity. Protecting the jobs of<br />

these workers from privatization and advocating for fair wages has always<br />

been a top priority of the Board during the legislative cycle.<br />

During the upcoming session, the Legislature is expected to have further<br />

discussions on increasing employee contribution to the Florida Retirement<br />

System (FRS) and the State Employee Health Insurance. There have been<br />

attempts in the past few sessions to cap the state’s total spending on employee<br />

health insurance and in effect increase the health insurance premiums of state<br />

employees. State employees last received a raise in FY 2007, in the amount of<br />

3%, followed by a one-time $1,000 bonus in FY 2008.<br />

Page 392 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 7 of 13<br />

Action: Oppose any additional reductions to state employee benefits and encourage<br />

the Legislature to study the economic impact of FRS and health insurance<br />

reform.<br />

Internet Cafes<br />

Issue: The proliferation of simulated gambling facilities, also known as “internet<br />

cafes,” functioning as gaming parlors has raised many concerns about their<br />

operations and potential impact on communities. During the beginning weeks<br />

of the 2012 session, internet cafes and destination casinos were discussed in<br />

several committees. The House and Senate views greatly differed on how to<br />

approach both topics. The Senate pushed to regulate the internet cafes and<br />

mostly supported the destination casinos in South Florida. However, the<br />

House pursued an outright ban of the internet cafes and did not take a position<br />

on the destination casinos this session. Staff anticipates that several bills will<br />

be filed during the 2013 session regarding both destination casinos and<br />

internet cafes, some of which would preempt local government regulation of<br />

internet cafes.<br />

Action: Support legislation that maintains the County’s home rule authority and<br />

provides for state inspection of gaming devices.<br />

Communication Service Tax<br />

Issue: During the 2012 session, the Legislature passed a bill that made changes to<br />

definitions of the communications services tax (CST) and creates a workgroup<br />

to study the tax to make recommendations on future communications tax<br />

policies. The state levies a 6.65 percent communications services tax on items<br />

such as phone service and local governments apply a wide range of additional<br />

taxes that range from 0.1 to 7 percent. A key provision in HB 809 provided a<br />

broad CST exemption for certain services and hardware that are not separately<br />

stated on a customer’s bill. For example, phone/cable service in "bundles"<br />

with digital items such as cloud data storage and home security would not<br />

have to pay communications taxes.<br />

Furthermore, the legislation created the Communications Services Tax<br />

Working Group within the Department of Revenue to review a series of<br />

policies regarding the tax including: review of national and state tax policies<br />

relating to the communications industry; identify options for streamlining the<br />

administrative system. The Workgroup consists of a cross section of industry<br />

stakeholders, FAC staff, and the Leon County Deputy County Administrator.<br />

The two priorities of the Workgroup are to 1) identify options for streamlining<br />

the administrative system and 2) identify options that remove competitive<br />

advantages within the industry as it relates to the state’s tax structure without<br />

unduly reducing revenue to local governments. The Workgroup’s<br />

recommendations must be submitted to the Governor, the President of the<br />

Senate, and the Speaker of the House of Representatives by February 1, 2013.<br />

Page 393 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 8 of 13<br />

Action: Support legislation that is revenue neutral; simplifies administration and<br />

collection of the current tax; enhances the stability and reliability as an<br />

important revenue source for local government; and provides for the<br />

opportunity for market-based growth.<br />

Thornton Road Land Exchange<br />

Issue: During development of the Planned Unit Development application for the<br />

City’s Welaunee Plantation property, significant discussions were held<br />

regarding access to this property from Miccosukee Road. Under the terms of<br />

the purchase agreement of the 428 acres of the Welaunee Plantation property,<br />

the City has rights to cross the Miccosukee Greenway at Edenfield Road and<br />

Arendell Road. One option that was identified to enhance access to the<br />

Welaunee property is to relocate the Arendell Road connection to Thornton<br />

Road (“Thornton Road Extension”).<br />

Any relocation of the Arendell Road access point requires the approval of the<br />

State of Florida Board of Trustees for the Internal Improvement Trust Fund,<br />

since the relocation impacts state lands (the Miccosukee Road Greenway). As<br />

the managing agency for the Miccosukee Greenway, the County will need a<br />

statement of written approval describing how the proposed easement<br />

conforms to the management plan when the easement application involves<br />

state land which is under lease, sublease, easement, or management<br />

agreement. The Thornton Road Extension requires a 2:1 land exchange to<br />

provide a net conservation and recreation benefit. It is anticipated that the<br />

Planning Department will be bringing forward an agenda item with this<br />

statement for the Board’s approval during the November 13, 2012 meeting.<br />

Action: Support the proposed land exchange application that will allow for the<br />

relocation of the Arendell Road access point to Thornton Road.<br />

Mental Health Competency Restoration Services<br />

Issue: There are an increasing number of people charged with a felony offense that<br />

are incompetent to stand trial yet are ineligible for services under Chapter 916,<br />

Florida Statutes relating to mentally deficient and ill defendants. Currently,<br />

the statute limits services to a population with a diagnosed mental illness or a<br />

developmental disability. However, others diagnosed with a cognitive<br />

impairment are left with no relief. Upon encountering the criminal justice<br />

system these people often languish in jail or a pretrial status without an<br />

avenue to resolve their case because they have no options for competency<br />

restoration services. Competency restoration training is intended to assist<br />

defendants in understanding the court process and the charges against them so<br />

that they may participate in their own defense.<br />

Page 394 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 9 of 13<br />

Action: Support amending Chapter 916 of Florida Statutes in order to expand the<br />

community-based competency training for any defendant found incompetent<br />

and may not meet criteria for an in-patient forensic program.<br />

Civic Center:<br />

Issue: In the FY 2013 state budget, language was included that authorized the<br />

Florida State University to acquire the civic center. The Governor signed the<br />

budget into law on April 20, 2012. This budget language allowed for a<br />

transfer of assets or the sale of the Tallahassee-Leon County Civic Center to<br />

Florida State University; however it would require approval by the Florida<br />

Legislature.<br />

On May 22, 2012, the Board approved a Third Amendment to the Civic<br />

Center Agreement, which was agreed to by the County, City of Tallahassee,<br />

Tallahassee-Leon County Civic Center Authority, and The Florida State<br />

University. The amendment stipulates that all preceding Agreements entered<br />

into by and between the parties are rescinded and it releases the County and<br />

the City from any further responsibility or liability.<br />

The Florida State University is interested in pursuing legislation during the<br />

2013 legislative session to repeal the Tallahassee-Leon County Civic Center<br />

Authority and transfer management of the Tallahassee-Leon County Civic<br />

Center to Florida State University.<br />

Action: Support the Florida State University in their efforts to repeal the Tallahassee-<br />

Leon County Civic Center Authority and transfer management of the<br />

Tallahassee-Leon County Civic Center to Florida State University.<br />

GrowFL:<br />

Issue: GrowFL is an economic development initiative that provides assistance to<br />

second-stage businesses. Employee numbers and revenue ranges vary by<br />

industry but the population of firms with 10 to 100 employees and/or<br />

$750,000 to $50 million in receipts includes the vast majority of second-stage<br />

companies. To be eligible for the GrowFL program, a business must:<br />

• Be a for-profit, privately held, investment-grade business.<br />

• Have at least 10 employees, but no more than 50.<br />

• Have had its principal place of business within Florida for the previous<br />

two years.<br />

• Generate at least $1 million, but not more than $25 million in annual<br />

revenue.<br />

• Qualify for Florida’s Qualified Target Industry (QTI) program, under<br />

s.288.106.<br />

• Have increased both its number of full-time equivalent employees in<br />

Florida and its gross revenues during three of the previous five years.<br />

Page 395 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 10 of 13<br />

The services provided by GrowFL include technical assistance focused on<br />

enhancing sales growth, CEO roundtable groups, peer-to-peer CEO<br />

networking groups of 10 to 15 CEO’s each, webinars, and other services. A<br />

recent economic impact study shows that companies who participated in the<br />

GrowFL program created more than 1,400 direct jobs during the two year<br />

pilot program.<br />

The Florida Economic Development Council (FEDC) has expressed concerns<br />

regarding the eligibility of the GrowFL program. For example, a company<br />

must show an increase in both full-time employees and gross revenues during<br />

three of the previous five years. Given the current state of the economy, some<br />

businesses have found it difficult to qualify for this program. It is anticipated<br />

that FEDC will consider pursuing legislation during the 2013 session to<br />

enhance the GrowFL program and expand the eligibility requirements in an<br />

effort to have more businesses qualify for this program.<br />

Action: Support the FEDC’s efforts to enhance GrowFL and expand the eligibility<br />

requirements of the program.<br />

Florida Association of Counties (FAC) Issues<br />

Issue: FAC represents 67 counties before the Florida Legislature on issues that have<br />

broad statewide appeal, such as the opposition of unfunded mandates or cost<br />

shifts to counties (such as the $90 million DJJ cost shift that was passed in<br />

2005 and the $146 million in Medicaid retrospective reconciliation and new<br />

billing system changes passed in 2012), growth management, annexation,<br />

revenue-sharing, and water management issues. FAC will finalize their 2013<br />

legislative program during their legislative conference scheduled for<br />

November 28, 2012.<br />

Action: Support the 2013 FAC legislative program unless specific issues conflict with<br />

Leon County’s interests.<br />

Community Legislative Dialogue Meetings<br />

For the past two years, the County has hosted ‘Community Legislative Dialogue’ meetings<br />

throughout session to engage our community and regional partners in identifying shared<br />

legislative priorities and interests. Last year, the Board designated Commissioner Desloge to host<br />

these meetings given his role with FAC. A total of three round table discussions were held with<br />

our community partners and surrounding counties. The meetings were held before session, in the<br />

middle of session, and at the end of session. All three meetings were well attended and the<br />

participants agreed that it was helpful to hear the priorities of other community partners.<br />

If the Board would like to continue hosting the ‘Community Legislative Dialogue’ meetings on<br />

an ongoing basis, staff would typically recommend that the Chairman host these meetings each<br />

year. However, given the fact that Leon County is in the unique position this year of having a<br />

Commissioner serve as the President of the Florida Association of Counties, the Board may wish<br />

to designate Commissioner Desloge to once again host these meetings.<br />

Page 396 of 631 Posted at 6:15 p.m. on June 10, 2013


FEDERAL LEGISLATIVE ISSUES:<br />

Attachment #1<br />

Page 11 of 13<br />

The Board’s practice has been to focus the County’s federal legislative program on<br />

appropriations issues but has added specific substantive issues from time to time. Most<br />

substantive issues that the County has at the federal level are coordinated through the County’s<br />

National Association of Counties (NACO) representation. At the Board’s request, the federal<br />

appropriation requests have been combined with the state appropriation requests (Page #5 of the<br />

Analysis Section).<br />

Patton Boggs recently assisted the County in securing a $590,880 grant for the purchase of<br />

emergency medical services equipment. The grant funding assisted in the upgrade and/or the<br />

purchase of cardiac monitors; electrocardiogram; defibrillator; pacemaker; non-invasive blood<br />

pressure monitor; and trending. This grant includes the replacement of the cardiac monitors<br />

provided to the City of Tallahassee Fire Department Advanced Life Support (ALS) units under<br />

the Fire Services / ALS Agreement.<br />

Patton Boggs has worked closely with staff on a select few federal policy issues and priorities<br />

that have been identified by the Board in the past year. Patton Boggs has been instrumental in<br />

the County’s efforts to utilize the Federal Correctional Institution open space area adjacent to<br />

Town Brown Park for Little League baseball fields. Congressman Southerland to introduced<br />

legislation concerning land conveyance from the Bureau of Prisons to Leon County for use for<br />

additional recreational space at Tom Brown Park. The bill was filed this past spring and Patton<br />

Boggs has been working with the Congressman’s office and the committee of reference to<br />

schedule a hearing on the bill.<br />

The County has also sought assistance from Patton Boggs to educate the Leon County Federal<br />

Delegation on the County’s concerns regarding the U.S. Army Corps of Engineers permit that<br />

was issued for the Grady County, Georgia Dam project and its impact on the water quality and<br />

quantity in North Florida. Subsequently, Congressman Southerland has become engaged in this<br />

issue and is actively working with the County to express concerns to the U.S. Army Corps of<br />

Engineers regarding the Grady County Dam project. On October 12, 2012, Patton Boggs<br />

coordinated a meeting between Congressman Southerland, Commissioner Maddox, the County<br />

Attorney and staff regarding the Grady County Dam. This meeting was held prior to<br />

Congressman Southerland meeting with the Army Corp of Engineers to formally request that the<br />

Corp work with the County to derive appropriate flow figures, both under normal and flood<br />

conditions, that are needed to ensure adequate water supply to Lake Iamonia for recreational use<br />

and avoid additional harmful, downstream ecosystem-wide impacts.<br />

Page 397 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #1<br />

Page 12 of 13<br />

Staff has prepared two federal policy requests for the 113 th Congress and to provide direction to<br />

the County’s federal lobbying team (for complete information, see Attachment #3):<br />

PACE<br />

Issue: In August 2010, the Federal Housing and Finance Agency (FHFA), the<br />

Federal Home Loan Mortgage Corporation (Freddie Mac), and Federal<br />

National Mortgage Association (Fannie Mae) expressed concerns because<br />

PACE financing takes a senior lien position in terms of property-based<br />

debt repayment obligations and asserted that these assessments make it<br />

harder to make repayments of those loans, and the risk cannot be<br />

supported by these entities. Therefore, FHFA directed Fannie/Freddie to<br />

take actions that they restrict mortgage lending opportunities and lower<br />

credit lines for homeowners who live in local governments that offer home<br />

energy retrofit programs such as Leon County. HR 2599 was filed in July<br />

2011, entitled the PACE Assessment Protection Act of 2011, to rescind<br />

the directives of FHFA. On August 23, 2011, the Board adopted a<br />

Resolution in support of the PACE Assessment Protection Act of 2011.<br />

On June 15, 2012, the FHFA introduced a proposed Rule regarding under<br />

what conditions Fannie Mae and Freddie Mac will purchase mortgages for<br />

properties participating in PACE programs. Under the process of adopting<br />

the proposed Rule, Leon County, along other local governments,<br />

municipalities, as well as environmental agencies, provided comments<br />

regarding the proposed Rule. Leon County submitted its proposed<br />

comments on September 13, 2012.<br />

In September, Congresswoman Nan Hayworth (R NY-19) along with<br />

Congressman Mike Thompson (D CA-1) and Congressman Dan Lungren<br />

(R CA-3) wrote a letter to FHFA recommending that the final rule contain<br />

a path that parallels their bill, H.R.2599, the PACE Assessment Protection<br />

Act of 2011 which now has 54 co-sponsors<br />

Action: Support federal legislation to negate or minimize the actions taken by<br />

FHFA, Fannie Mae, and Freddie Mac and enact legislation to empower<br />

PACE programs.<br />

Federal Correctional Institution Property<br />

Issue: On June 14, 2011, the Board authorized Commissioner Desloge to reach<br />

out to the Federal Correctional Institution (FCI) for usage of open space<br />

adjacent to the FCI facility for Little League baseball fields. The open<br />

space is adjacent to Tom Brown Park. The initial response from the<br />

Federal Bureau of Prisons indicated that it did not have the authority to<br />

grant the County’s request. On September 20, 2011, Commissioner<br />

Desloge and staff met with FCI Warden Taylor to familiarize him with the<br />

County’s proposal. At that time, Warden Taylor agreed to support the<br />

County’s efforts to gain authorization for the use of the property.<br />

Page 398 of 631 Posted at 6:15 p.m. on June 10, 2013


On March 7, 2012, Congressman Steve Southerland introduced legislation<br />

concerning land conveyance from the Bureau of Prisons to Leon County<br />

for use for additional recreational space at Tom Brown Park. Congressman<br />

Ander Crenshaw agreed to co-sponsor the bill. The House Subcommittee<br />

on Crime, Terrorism, and Homeland Security has been getting some<br />

pushback with regard to the legislation from the U.S. Bureau of Prisons’<br />

headquarters in Washington, D.C as the land has not been discharged as<br />

‘surplus’ property. Subsequently, the County sent a letter to the Bureau of<br />

Prisons to request that it allow the legislative process to proceed without<br />

objection. To date, the legislation has not yet been heard in the<br />

Subcommittee on Crime, Terrorism, and Homeland Security.<br />

Action: Continue to work with Patton Boggs to secure the usage of property at the<br />

Federal Correctional Institution facility for the purpose of constructing<br />

baseball fields.<br />

Staff coordinates regularly with Patton Boggs by phone and e-mail to strategize on key federal<br />

budget issues and to identify new federal grant opportunities that could potentially fund County<br />

project requests. In addition, Patton Boggs has been submitting monthly memoranda to update<br />

the Board on their federal lobbying activities in order to further improve communication between<br />

the Board and their federal lobbying firm. It is important to note that the NACO Legislative<br />

Conference is scheduled for March 2-6, 2013 in Washington, D.C. In the past, Commissioners<br />

and County staff have used the NACO Legislative Conference as an opportunity to meet with the<br />

Leon County Federal Legislative Delegation to advocate for the County’s federal priorities.<br />

Options:<br />

1. Approve the 2013 state and federal legislative priorities, as presented.<br />

2. Designate a Commissioner to host the Community Legislative Dialogue meetings for the<br />

2013 Session.<br />

3. Approve the 2013 state and federal legislative priorities as amended by the Board.<br />

4. Board Direction.<br />

Recommendation:<br />

Options #1 and #2.<br />

Attachments:<br />

1. 2013 State and Federal Legislative Session Appropriation Request Forms and Related<br />

Materials.<br />

2. 2013 State Legislative Session Policy Request Related Materials.<br />

3. 2013 Federal Policy Request and Related Materials.<br />

Attachment #1<br />

Page 13 of 13<br />

Page 399 of 631 Posted at 6:15 p.m. on June 10, 2013


<strong>BOARD</strong> <strong>OF</strong> <strong>COUNTY</strong> <strong>COMMISSIONERS</strong><br />

INTER-<strong>OF</strong>FICE MEMORANDUM<br />

To: f the Board of County Commissioners<br />

From: Herbert W. A. Thiele, Esq<br />

County Attorney<br />

Date: May 16,2013<br />

Subject: 2013 Legislative Overview<br />

Attachment #2<br />

Page 1 of 21<br />

During the 2013 Legislative session, there were several Bills that passed of import or that will<br />

impact local governments, including Leon County, and its residents. Below is an overview of<br />

those Bills in no particular order (those marked with a * are of special note):<br />

House Bi11319: Community Transportation*<br />

This Bill revises provisions under § 163.3180, Florida Statutes, for local governments that<br />

implement transportation concurrency plans by:<br />

(a) Providing an alternative funding system for new developments to pay for its<br />

impacts and proceed with development;<br />

(b) allows local governments to pool contributions from multiple applicants towards<br />

one planned facility improvement or development but must maintain funds in<br />

separate account designated for that project;<br />

(c) clarifies when § 163.3180(5)(h), Florida Statutes applies to local governments<br />

implementing transportation concurrency or development agreements;<br />

(d) provides for an applicant to satisfy concurrency requirements by making a good<br />

faith offer to enter into a binding agreement to pay for its proportionate share of<br />

costs for required improvements;<br />

(e) requires local governments to provide the basis upon which landowners will be<br />

assessed a proportionate share of costs;<br />

(f) encouraging local governments without transportation concurrency or local<br />

governments who elect to repeal transportation concurrency to adopt an alternative<br />

mobility funding system; and,<br />

(g) if adopted, the alternative mobility funding system must comply with the dual<br />

rational nexus test applicable to impact fees and local governments cannot hold<br />

new developments responsible for existing deficiencies.<br />

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May 16, 2013<br />

Page 2<br />

The provisions under this Bill will take effect upon becoming law.<br />

House Bill 171 -Disposition of Human Remains<br />

Attachment #2<br />

Page 2 of 21<br />

This bill amends various provisions in the Florida Statutes regarding the disposition of human<br />

remams. Chapter 406, Florida Statutes, which impacts local governments was amended as<br />

follows:<br />

(a) §406.51 was amended to assure local governments comply with federal regulations<br />

and procedures (38 C.P.R. § 38.620) for the final disposition of unclaimed deceased<br />

veterans; and,<br />

(b) §406.51(3)(a) authorizes the Board of County Commissioners to adopt, either by<br />

ordinance or resolution, policies and procedures for the burial and cremation of<br />

unclaimed remains of indigent persons whose death occurred, or remains found, in<br />

the county.<br />

This Bill will become effective July 1, 2013, if signed by the Governor.<br />

House BilllSS- Prohibition of Electronic Gambling Devices*<br />

As you know, this Bill was enacted to close loop holes in Chapter 849, Florida Statues, which<br />

had allowed "internet cafes" or similar operations that operated like slot machines. This Bill<br />

was effective upon coming law on April 10, 2013 and has now been codified in the Laws of<br />

Florida at Chapter 2013-2. Additionally, internet cafes in Leon County have now been closed<br />

and are no longer in operation.<br />

House Bill 203 - Agricultural Lands<br />

This Bill revises the Agriculture Lands and Practices Act which was adopted by the Legislature<br />

in 2003 by prohibiting counties from adopting or enforcing any duplicative policy that limits<br />

activity of a bona fide farm or farm operation on agricultural land if the activity is already<br />

regulated by the state and federal government. This Bill also expands the prohibition of all<br />

governmental entities (not just counties), with the exception of water management districts and<br />

water control districts. Additionally, this Bill prohibits governmental entities from charging fees<br />

on bona fide agricultural activities of such farms or farm operations.<br />

This Bill will become effective July 1, 2013, if signed by the Governor.<br />

Senate Bill1106- Agritourism<br />

The Bill prohibits local governments from adopting ordinances, regulations, rules or policies that<br />

prohibit, restrict, regulate or otherwise limit agritourism activities on land classified as<br />

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May 16,2013<br />

Page 3<br />

agricultural by a property appraiser.<br />

This Bill will become effective July 1, 2013, if signed by the Governor.<br />

House Bill 357 - Manufacturing Development<br />

Attachment #2<br />

Page 3 of 21<br />

This Bill creates a process by which local governments can adopt an ordinance to establish a<br />

local manufacturing development program to grant master development approval for the<br />

development, expansion, or modification of manufacturing facilities located within its<br />

jurisdiction ("Manufacturing Competitiveness Act"). The Bill also calls for DEO (Department<br />

of Economic Opportunity) to create a model ordinance by December 31, 2013 that local<br />

governments may utilize in establishing the local manufacturing development program.<br />

This Bill will become effective July 1, 2013, if signed by the Governor.<br />

Senate Bill1852- National Mortgage Settlement<br />

This Bill stems from the National Mortgage Settlement (USA., eta! v. Bank of America Corp.,<br />

eta!, No. 305 12-0361-RMC) wherein the agreement settles state and federal lawsuits regarding<br />

mortgage companies' rogue policies and procedures foreclosing on property which violated state<br />

and federal laws for the total sum of $200,080,474. The bill provides funding to numerous<br />

programs within the State, including scholarship programs, state courts, clerks of court, legal aid<br />

services, domestic violence centers and Habitat for Humanity. $50,000,000 of the Bill is<br />

allocated to the State Apartment Incentive Loan (SAIL) Program to fund rental units for the<br />

elderly and extremely-low-income persons. Another $10,000,000 is to be used by SAIL to fund<br />

construction or rehabilitation of apartment units. $40,000,000 is to be allocated to the State<br />

Housing Initiative Program (SHIP) to be distributed to eligible counties and cities and, additional<br />

funding is also being provided to house homeless persons and persons with developmental<br />

disabilities.<br />

The effective date of this Bill is contingent upon the deposit of the $200,080,474 into the General<br />

Revenue Fund from the escrow account for the above lawsuit settlement.<br />

Senate Bill 52- Use of Wireless Communications Devices While Driving*<br />

This Bill creates the "Florida Ban on Texting While Driving Law" and prohibits the operation of<br />

a motor vehicle while using a wireless communications device for the purpose of texting,<br />

emailing and instant messaging. The prohibition does not apply to a motor vehicle that is<br />

stationary and is not being operated. The restriction does not apply to a motor vehicle operator<br />

who is: performing official duties as an operator of an authorized emergency vehicle; reporting<br />

an emergency, criminal or suspicious activity; receiving various messages related to the<br />

navigation of the vehicle, safety related information or radio broadcast; using the device for<br />

navigational purposes. Only in the event of a crash resulting in death or personal injury may a<br />

user's billing records for a wireless communications device be admissible as evidence in any<br />

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May 16,2013<br />

Page4<br />

Attachment #2<br />

Page 4 of 21<br />

proceeding to determine whether a violation has occurred. Enforcement by law enforcement can<br />

only occur as a secondary action when being detained for a suspected violation of another law<br />

such as speeding.<br />

The effective date of this Bill will be October 1, 2013.<br />

Senate Bill 2 -Ethics and Elections*<br />

Financial Disclosures -<br />

This Bill is a comprehensive ethics reform bill which allows filers to use a CPA to prepare<br />

financial disclosure filings. The bill also provides a "safe harbor" when errors are made by a<br />

CPA who was provided the necessary information to prepare the financial disclosure filing.<br />

The Bill allows the Commission on Ethics to collect unpaid financial disclosure fines, or<br />

collection agencies acting on its behalf, by garnishment of wages and, by authorizing the<br />

Commission to obtain a lien on the filer's real and personal property. However, this lien<br />

authority does not apply to a filer's interest in a single motor vehicle valued at less than $10,000.<br />

This Bill also creates a procedure for curing erroneous financial disclosure fines prior to the<br />

deadline of September 1. A procedure has also been created to permit a filer to cure a filing that<br />

is the subject of a complaint, for a period of thirty days after the complaint has been filed if the<br />

alleged violation is de minimis in nature.<br />

The Bill requires a qualifying officer to forward an electronic copy of the CE Form 6 of any<br />

candidate who qualifies for election prior to filing his or her financial disclosure to the<br />

Commission or to record the filing of aCE Form 1 filer as timely. If the candidate qualifies after<br />

he or she files annual financial disclosure, the candidate is permitted to file a copy of his or her<br />

financial disclosure form with the qualifying officer. All filers who file financial disclosure must<br />

designate whether the filer is using the dollar value threshold or the comparative (percentage)<br />

threshold to determine whether an interest is required to be disclosed.<br />

The Bill creates a grace period to file a new final financial disclosure form to correct any errors<br />

on the original filing; and, it provides a thirty day period in which to cure de minimis violations<br />

when a complaint is filed concerning a final financial disclosure filing. The bill extends the<br />

statute of limitations to collect an unpaid financial disclosure fine from four years to twenty<br />

years.<br />

The Bill incorporates a recommendation of the Nineteenth Statewide Grand Jury by allowing all<br />

public officers to place their assets in a blind trust. The blind trust must meet certain minimum<br />

requirements concerning the contents of the trust agreement and who can serve as trustee. If a<br />

public officer places assets in a blind trust, those assets would not give rise to certain conflicts of<br />

interest and voting conflicts. The public officer would be required to make certain disclosures<br />

concerning the blind trust on his or her annual financial disclosure. The bill also limits the<br />

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May 16,2013<br />

Page 5<br />

Attachment #2<br />

Page 5 of 21<br />

communications between the public officer and the trustee. Finally, the public officer is required<br />

to file a notice of the blind trust with the Commission.<br />

Voting Conflicts -<br />

This Bill also defines the term "special private gain or loss" as used in the voting conflicts law.<br />

The Bill prohibits a state public officer from voting on matters that would inure to his or her<br />

special private gain or loss. The bill also clarifies that a member of the Legislature may use a<br />

disclosure form created pursuant to the rules of his or her respective house to satisfy the voting<br />

conflict disclosure requirement. It also clarifies that where a public officer, who also is an<br />

attorney, is required to disclose the nature of an interest he or she is not required to disclose<br />

specific information covered that would violate confidentiality or privilege. The Bill also<br />

specifies that members of the Board of Directors of Enterprise Florida must comply with the<br />

voting conflicts provision applicable to state public officers.<br />

Gifts-<br />

The Bill clarifies that, for purposes of the gifts and honoraria laws, only those who have the<br />

authority to purchase more than $10,000 in a fiscal year are "procurement employees." The Bill<br />

also prohibits reporting individuals from soliciting a gift or honoraria, from accepting any<br />

honoraria, or from accepting a gift in excess of $100 from a "vendor." The bill defines the term<br />

"vendor." For any gift from a vendor that is valued between $25 and $100, the vendor is required<br />

to report any gifts to reporting individuals or procurement employees on a quarterly basis.<br />

The Bill prohibits a reporting individual or procurement employee from soliciting or accepting a<br />

gift from a committee of continuous existence or a political committee.<br />

The Bill provides that a complaint may not be filed against a candidate for thirty days preceding<br />

an election unless the complaint is based on personal information or information other than<br />

hearsay. Additionally, any complaint filed against a candidate must be based upon personal<br />

information or information other than hearsay.<br />

Miscellaneous (Investigations of Complaints, Lobbying, Dual Employment, Etc.)-<br />

The Bill permits the Commission on Ethics to initiate investigations based upon a referral from<br />

the Governor, the Florida Department of Law Enforcement, a law enforcement agency, a state<br />

attorney, or a U.S. Attorney. Once a referral is received from the Governor, Florida Department<br />

of Law Enforcement, state attorney, or U.S. Attorney, a vote of 6 members of the Commission<br />

on Ethics is required to initiate an investigation. After that determination, the procedure for<br />

handling the referral is the same as the current complaint process.<br />

The Bill requires "constitutional officers" to complete a minimum of 4 hours of training<br />

annually addressing ethics, open meetings, and public records laws. For purposes of this<br />

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Attachment #2<br />

Page 6 of 21<br />

section, the term "constitutional officers" means the Governor, Lt. Governor, Attorney General,<br />

Chief Financial Officer, Agriculture Commissioner, state attorneys, public defenders, sheriffs,<br />

tax collectors, property appraisers, supervisors of elections, clerks of circuit court, county<br />

commissioners, school board members, and school superintendents. Note that this term does not<br />

apply to municipal officials/commissioners.<br />

The Bill expands the lobbying prohibition applicable to former members of the Legislature by<br />

prohibiting former members from lobbying any agency for a period of two (2) years after leaving<br />

the Legislature. It also prohibits a former member from accepting any position as a partner,<br />

principal, employee of a firm, or contracting as a consultant for the purpose of drafting,<br />

strategizing, consulting, advising or in any way working on matters that will come before the<br />

Legislature, or to provide networking or relationship building services with sitting members of<br />

the Legislature for a period of two years after leaving the Legislature. If the primary purpose of<br />

the firm with which the former member is associating with or consulting is lobbying the<br />

Legislature, such work is presumptively prohibited unless the former Legislator or firm first<br />

obtains an opinion stating that the employment complies with the above limitations on<br />

employment. The Bill also requires an annual affirmation that the former member did not engage<br />

in prohibited activities.<br />

The Bill prohibits dual public employment by elected public officers and candidates for elected<br />

public office under certain circumstances and restricts certain promotions or advancements.<br />

Specifically, the Bill would prohibit an elected public officer or candidate for elected public<br />

office, for the period of that candidacy, from obtaining new public employment after qualifying<br />

for elected public office if the officer knows, or should know, that the position is being offered<br />

for the purpose of gaining influence or other advantage. It also establishes criteria used to<br />

determine whether the position is being offered for the purpose of gaining influence or other<br />

advantage. Members who had public employment prior to qualifying as a candidate would be<br />

allowed to keep their employment. However, the member or candidate may not accept<br />

promotions, raises, or any other additional compensation which is inconsistent with other<br />

similarly situated employees when the member knows, or should know that the additional<br />

compensation is being given because of his/her office or candidacy.<br />

Lastly, the Bill amends the "Executive Branch Expenditure Ban" to parallel the provisions of the<br />

"Legislative Branch Expenditure Ban." Specifically, the Bill provides that the Commission on<br />

Ethics can investigate complaints alleging that a lobbyist or principal provided a prohibited<br />

expenditure to an executive branch agency official, member, or employee. Under the bill, it<br />

provides that the penalties for violation of the expenditure ban apply to lobbyists and principals.<br />

The bill also provides that there be a civil penalty of up to $5,000 if a lobbyist, or anyone who is<br />

required to be registered as a lobbyist, fails to disclose any required information. That penalty is<br />

in addition to any other penalty already authorized in that statute.<br />

This Bill shall be effective upon becoming law.<br />

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House Bill 437- Affordable Housing<br />

Attachment #2<br />

Page 7 of 21<br />

This Bill clarifies the process used by the Florida Housing Finance Corporation to allocate lowincome<br />

housing tax credits and other federal and state resources. The Bill modifies the annual<br />

reporting requirements, clarifies the information and reports included in the FHFC's audited<br />

financial statements, and removes obsolete terms and provisions. The Bill revises the definition<br />

of a "qualifying housing development" and changes the loan-making eligibility parameters of<br />

Housing Finance Authorities. It also repeals the Housing Opportunity for People Everywhere<br />

(HOPE) program, which has been declared inactive by the U.S. Department of Housing and<br />

Urban Development and has not been federally funded since 1995. The Bill removes the<br />

provision authorizing the affordable housing property exemption to apply to affordable housing<br />

owned by a Florida-based limited partnership whose sole general partner is a not for profit<br />

corporation qualified as charitable under the Internal Revenue Code. This provision is expected<br />

to have a positive impact on local government revenue in FY 2013-14 of $23.4 million ($117.2<br />

million recurring). The Bill also makes technical corrections to the amended provision.<br />

Removal of the exemption loophole (Section 3), is effective upon becoming a law and applies to<br />

the 2013 ad valorem tax rolls. Otherwise, this Bill will become effective on July 1, 2013.<br />

House Bill 999 - Environmental Regulation<br />

This Bill creates, amends, and revises various statutes related to environmental regulations and<br />

permitting. Specifically, this Bill:<br />

Allows Department of Environmental Protection (DEP) to adopt rules requiring the<br />

electronic submission of forms, documents, fees, and/or reports.<br />

• Provides that local governments cannot request additional information from an<br />

applicant when reviewing an application for a development permit more than three<br />

(3) times, unless the applicant waives the limitation in writing.<br />

• Expands the activities that qualify as 'phosphate-related expenses' for the purpose<br />

of receiving severance tax proceeds.<br />

• Providing that the Board of Trustees of the Internal Improvement Trust Fund (BOT)<br />

is authorized to issue leases or letters of consent to special event promoters and boat<br />

show owners to allow the installation of temporary structures.<br />

• Providing that where there are competing consumptive use permit (CUP)<br />

applications, and the water management district (WMD) or DEP has deemed the<br />

applications complete, the WMD or DEP has the right to approve or modify the<br />

application which best serves the public interest.<br />

• Prohibiting WMDs from reducing allocations due to additional water supplies<br />

resulting from developing of desalination plants.<br />

• Authorizing WMDs and DEP to notify a permittee by electronic mail of any change<br />

or suspension to a permit as a result of a water shortage in the district.<br />

• Providing that the issuance of well permits is the sole responsibility of WMDs,<br />

delegated governments, or local county health departments, and prohibiting<br />

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Attachment #2<br />

Page 8 of 21<br />

government entities from imposing certain requirements and fees.<br />

• Providing that licensure of water well contractors by a WMD must be the only<br />

water well contractor license required for the location, construction, repair, or<br />

abandonment of water wells in the state or any political subdivision.<br />

• Increasing the amount DEP is authorized to enter into a contract for preapproved<br />

advanced cleanup work in each fiscal year.<br />

• Providing that a person can bring a cause of action for damages resulting from a<br />

discharge of certain pollution if not regulated or authorized pursuant to chapter 403,<br />

F.S.<br />

• Specifying that for a period of 90 days after it is submitted, a local government<br />

cannot use the registration information it receives from a recovered materials dealer<br />

to compete unfairly with the recovered materials dealer.<br />

• Authorizing DEP to establish permits for special events relating to boat shows.<br />

• Authorizing expedited permitting for natural gas pipelines and for summary<br />

hearings, if challenged.<br />

• Ratifying and approving certain leases or state-owned uplands in the Everglades<br />

Agricultural Area approved by BOT.<br />

This bill shall become effective July 1, 2013.<br />

House Bill 85 -Public-Private Relationships<br />

Public-private partnership are contractual agreements formed between public entities and private<br />

sector entities that allow for greater private sector participation in the delivery and financing of<br />

public buildings and infrastructure projects. This Bill provides legislative findings and intent<br />

relating to private-public partnerships:<br />

• Provides for procurement procedures, requirements for project approval, project<br />

qualifications and process, notice to affected local jurisdictions, interim and<br />

comprehensive agreements between a public and a private entity, use fees, and financing<br />

sources for certain projects by a private entity.<br />

• Partnerships may be used for a variety of "qualifying projects," to include mass transit<br />

facilities, parking facilities, airport or seaport facilities, fuel supply facilities, oil or gas<br />

pipelines, medical or nursing care facilities, recreational facilities, sporting or cultural<br />

facilities, educational facilities, or water, wastewater, or surface water management<br />

facilities.<br />

• County, district, or municipal hospital or healthcare systems or projects for municipal<br />

electric utilities are not required to follow the public-private partnership process.<br />

• Provides a process for receiving solicited or unsolicited proposals from private entities<br />

for public projects.<br />

• Provides that projects developed under this process do not waive the sovereign immunity<br />

of a responsible public entity, the jurisdiction where a project is located, or an officer or<br />

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Attachment #2<br />

Page 9 of 21<br />

employee thereof with respect to participation in, or approval of, the project or its<br />

operation.<br />

• Provides that except as otherwise provided in the public-private partnership act, the act<br />

does not amend existing laws by granting additional powers to, or further restricting, a<br />

local governmental entity from regulating and entering into cooperative arrangements<br />

with the private sector for the planning, construction, or operation of a facility.<br />

• A public-private partnership guidelines task force is created to review public-private<br />

partnerships and develop recommendations for their operation.<br />

• Specifically authorizes counties to enter into public-private partnership agreements to<br />

construct, extend or improve county roads, and provides a process.<br />

• The bill also modifies current law relating to contracts with charitable or not-for-profit<br />

organizations to provide services to governmental entities.<br />

This Bill will become effective July 1, 2013.<br />

Senate Bill1808- Numeric Nutrient Criteria<br />

This Bill authorizes the Department of Environmental Protection to implement specified<br />

provisions to control nutrient load in state waters and, more specifically the Bill authorizes DEP<br />

to implement criteria in flowing waters, with standards applicable to downstream waters;<br />

implement standards in streams, springs, lakes and estuaries in accordance with the document<br />

entitled "Implementation of Florida's Numeric Nutrient Standards;" and, upon withdrawal of<br />

EPA's rules and cessation of further rulemaking, the non-severability and effective date<br />

provisions (Rule 62-302.531(9)) expire and are removed from the Florida Administrative Code.<br />

This Bill will become effective upon becoming law.<br />

House Bill 7157- Ratification of Total Maximum Daily Load (TMDL) Rules<br />

The Department of Environmental Protection (DEP) adopted a series of rules setting total<br />

maximum daily loads (TMDLs) for specific water bodies designated as impaired. This Bill<br />

identifies TMDLs which were adopted in separate rulemaking proceedings, each of which<br />

included a Statement of Estimated Regulatory Costs (SERC). Pursuant to §120.541, Florida<br />

Statutes, because the costs would exceed $1 million over the first 5 years, each rule must be<br />

ratified by the Legislature before it may go into effect. This Bill also authorizes the rules<br />

promulgated for the following water bodies go into effect: St. Marks River Basin; Pensacola Bay<br />

Basin; Indian River Lagoon; Hillsborough River Basin; Springs Coast Basin; and, statewide<br />

TMDLs relating to mercury-impaired water bodies. The scope of the Bill is limited to this<br />

rulemaking condition and does not adopt the substance of any rule into the statutes.<br />

This Bill will become effective upon becoming law.<br />

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Senate Bill1806- Total Maximum Daily Loads (TMDLs)<br />

Attachment #2<br />

Page 10 of 21<br />

This Bill cures a problem with ratifying TMDL rules in that if the notice deadline is missed, and<br />

TMDLs are developed throughout the year, then it can take up to a year for a rule to go into<br />

effect. This may result in significant delays in the process of restoring water quality. This Bill<br />

provides that the DEP's rules on TMDLs are exempt from the requirement of legislative<br />

ratification.<br />

Senate Bill1830- Ad Valorem Taxation*<br />

This Bill amends a number of provisions under the ad valorem taxation process, including:<br />

• designates the postmark date of a commercial mail delivery service as the date of filing<br />

for certain ad valorem applications or returns.<br />

• specifies various documents and communications as allowed to be sent electronically in<br />

lieu of first-class mail, including a notice of proposed property taxes, various tax<br />

exemption renewal applications, notice of an intent to deny a tax exemption, and the<br />

decision of a value adjustment board. The recipient of the electronic communications<br />

must consent in writing to receive the document electronically.<br />

• Requires a property appraiser to post notices of the date of tax roll certifications and<br />

extensions on the property appraiser's website.<br />

• A change of ownership for purposes of assessing property at just value does not apply to<br />

lessees entitled to the homestead.<br />

• Makes the time for appealing a value adjustment board's denial of a taxpayer's<br />

application to transfer prior homestead assessment limitations to a new homestead is<br />

extended.<br />

• Aquaculture crops are exempt from taxation until marketable.<br />

• A county is authorized to waive the annual application requirement for a reduction in the<br />

assessed value of homestead property used to provide living quarters for the parents or<br />

grandparents of the owner or spouse of the owner. The property owner must notify the<br />

property appraiser if the reduction no longer applies. Tax, penalty, and interest<br />

assessments are provided if the property owner improperly receives reductions.<br />

• Deletes the requirement that title holders of homesteads live on the homestead in order to<br />

qualify for the homestead tax exemption.<br />

• Local governments that provide additional homestead exemptions to persons 65 and older<br />

may provide exemptions up to a certain amount.<br />

• Removes the ability of a general partner of a corporation classified as a 501(c)(3) to<br />

qualify as a limited partnership for the affordable housing property tax exemption, and<br />

this provision is applied retroactively.<br />

• clarifies the provisions of ownership of property used for education purposes and exempt<br />

from ad valorem taxation.<br />

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Page 11<br />

Attachment #2<br />

Page 11 of 21<br />

This Bill will be effective July 1, 2013 and the provisions repealing the 2011 expansion of the<br />

affordable housing exemption apply retroactively to the 2013 tax roll.<br />

Senate Bill 934 - Stormwater Management Permits<br />

The Bill requires the development of statewide environmental resource permit rules that provide<br />

for a conceptual permit for municipalities or counties that create a stormwater management<br />

master plan for urban infill and redevelopment areas or community redevelopment areas (CRAs).<br />

It specifies that the master plan becomes part of the conceptual permit and that the rules must<br />

provide for an associated general permit for the construction and operation of urban<br />

redevelopment projects that meet the criteria established in the conceptual permit. The bill also<br />

provides requirements for the conceptual permit.<br />

This Bill has an effective date of July 1, 2013.<br />

House Bill579- Natural Gas Motor Fuel<br />

This Bill establishes a process for the establishment of natural gas motor fuel retailers and for the<br />

taxation of the fuel. The bill provides for the levy of the natural gas fuel tax, with authorization<br />

to the Department of Revenue to adopt rules. The bill expands the use of the local government<br />

infrastructure surtax to include the installation of systems for natural gas fuel.<br />

This Bill will be effective January 1, 2014.<br />

Senate Bill 342 -Rental of Homestead Property Tax/Exemption<br />

Current law provides that the rental of all or substantially all of a dwelling previously claimed to<br />

be a homestead for tax purposes constitutes the abandonment of the dwelling as a homestead.<br />

The bill provides that the abandonment of a homestead after January 1 of any year does not<br />

affect the homestead exemption for tax purposes for that particular year unless the property is<br />

rented for more than 30 days per calendar year for two consecutive years.<br />

This Bill will become effective July 1, 2013.<br />

Senate Bill 406 -Economic Development<br />

This Bill establishes the Economic Development Programs Evaluation process and requires the<br />

Department of Economic Opportunity (DEO) to analyze each economic development incentive<br />

program and application. Provisions of the Bill of particular interest to local governments<br />

include: sales tax exemptions for natural gas used to generate electricity in a non-combustion<br />

fuel cell used in stationary equipment; and a sales tax exemption for building materials used in<br />

redevelopment projects, including brownfield sites. The Bill requires the Department of Revenue<br />

to distribute monies to certified applicants for a facility used by a spring training franchise. The<br />

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Attachment #2<br />

Page 12 of 21<br />

Bill also revises the minimum criteria for participation in the brownfield redevelopment bonus<br />

refund. Lastly, the Bill provides the certification process for an applicant to receive state funding<br />

for a facility for a spring training franchise, provides for the use of the funds, requires a certified<br />

applicant to submit an annual report and requires the DEO to publish the information.<br />

This Bill will be effective upon becoming law.<br />

House Bill 7007- Economic Development<br />

This is a comprehensive economic development bill. As originally filed, the Legislation would<br />

have given rule-making authority over the Small City Community Development Block Grant<br />

(CDBG) program to the Department of Economic Opportunity (DEO) and would have included<br />

restrictions on the use of funds, with a preference given to economic development applications.<br />

However, these provisions were removed from the final bill. As passed, this Bill modifies<br />

various programs and activities administered by the Department of Economic Opportunity<br />

(DEO) and increases transparency and accountability of businesses participating in these<br />

programs and activities. More specifically this Bill addresses the following:<br />

Economic Development Program Evaluations and Reporting<br />

• Directs the Office of Economic and Demographic Research (EDR) and the Office of<br />

Program Policy Analysis and Government Accountability (OPPAGA) to evaluate<br />

economic development programs.<br />

• Directs EDR to determine the economic benefits of each economic development program<br />

on a 3-year review schedule. Directs OPPAGA to evaluate each program for<br />

effectiveness and value to the state's taxpayers.<br />

• Directs DEO to maintain a website for publishing information relating to economic<br />

development incentive programs awarded to Florida businesses on a project-by-project<br />

basis.<br />

• Directs DEO to publish on its website Quick Action Closing Fund (QACF) project<br />

information and the average time it takes to receive and approve completed applications.<br />

• Consolidates reports and reporting dates for various economic development programs<br />

prepared by DEO, Enterprise Florida, Inc. (EFI), the Office of Film and Entertainment,<br />

and Space Florida.<br />

Economic Development Incentive Surety Bonds<br />

• Requires economic development incentive agreements that award funds through the<br />

QACF or the Innovation Incentive Program on or after July I, 2013, to be guaranteed or<br />

secured. A waiver of the requirement may be granted under certain circumstances.<br />

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May 16,2013<br />

Page 13<br />

The Florida Small Business Development Center Network<br />

Attachment #2<br />

Page 13 of 21<br />

• Modifies the size and make-up of the statewide advisory board, codifies support services<br />

the Network must provide to small businesses, provides for performance incentives, and<br />

requires annual reports to the Legislature. The network will provide various services to<br />

assist small businesses.<br />

Redevelopment Programs<br />

• Revises the Small Cities Community Development Block Grant Loan Guarantee Program<br />

to reduce the risk to the state and eligible local governments on section 108 loans.<br />

• Provides for the expansion of enterprise zone boundaries in certain areas of the state<br />

designated as rural areas of critical economic concern.<br />

• Specifies the meaning of "brownfield area" for purposes of the sales tax exemption for<br />

building materials in redevelopment projects and for the brownfield redevelopment bonus<br />

refund.<br />

• Requires a rehabilitation agreement to be in place with the Department of Environmental<br />

Protection (DEP) in order for a brownfield to be eligible for sales tax exemptions.<br />

Reemployment Assistance Program<br />

• Revises provisions related to benefit eligibility, interest assessments, confidentiality, and<br />

fraudulent claims to enhance program integrity and implement certain federal<br />

requirements.<br />

Triumph Gulf Coast, Inc.<br />

• Establishes Triumph Gulf Coast, Inc., a five member non-profit board who is tasked with<br />

reviewing priorities in disproportionately affected counties in the Gulf Coast region.<br />

• Triumph Gulf Coast will be housed in the Department of Economic Opportunity and will<br />

receive, administer, invest, and hold the Recovery Fund.<br />

• The Recovery Fund will consist of monies disbursed, if any, as a result of a judgment<br />

against BP for litigation that was recently filed by Attorney General Pam Bondi to collect<br />

economic damages from the Deepwater Horizon oil spill.<br />

Manufacturers Sales Tax Exemption<br />

• Eliminates the sales tax paid by manufacturers for certain equipment purchases for 3<br />

years.<br />

This bill will become effective July 1, 2013.<br />

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May 16,2013<br />

Page 14<br />

House Bill 7013- Elections*<br />

This is an omnibus election administration Bill that contains several major provisions:<br />

Attachment #2<br />

Page 14 of 21<br />

• Early Voting Days/Hours: Extends period from 8 days minimum up to 14 days at the<br />

discretion of the Supervisor of Elections (SOE), including the Sunday before the general<br />

election; increases hours from 96 to a maximum of 168 hours.<br />

• Early Voting Sites: Expands authorized sites to include civic and convention centers,<br />

fairgrounds, stadiums, courthouses and commission buildings, and mandates each county<br />

to have at least as many early voting sites for the general election as they did for the 2012<br />

general election.<br />

• Ballot Length: Applies 75-word limit for constitutional amendments proposed by joint<br />

resolution (Legislature) that have only one ballot summary, however, 75 word limit does<br />

not apply to such amendments with more than one ballot summary.<br />

• Election Preparation Report: Requires each SOE to post a report on his/her website at<br />

least 3 months before a general election outlining preparations; prescribes matters to be<br />

included in the report.<br />

• Examination/ Approval of Voting Equipment: Requires a registered agent of a vendor<br />

selling voting equipment to be registered with the Dept. of State before equipment will be<br />

approved or before a contract for sale or lease can be entered into.<br />

• Voting System Defects: Creates new section requiring vendors to file a written disclosure<br />

of any known defects with its systems to the Dept. of State every odd numbered year;<br />

authorizes the Dept. to initiate investigations into defective systems and suspend all sales<br />

and leases of such equipment.<br />

• Voting System Audits: Provides for automated audits of voting systems (rather than just<br />

manual).<br />

• Absentee Ballots: Provides that such ballots may only be mailed to an address other than<br />

that appearing in the Florida Voter Registration System if the request is in writing and<br />

signed by the elector; places restrictions on delivery of such ballots on the day of the<br />

election; allows voters seeking to cure an absentee ballot without a signature to submit<br />

the required affidavit through 5 p.m. on the day before the election (instead of 5 p.m. on<br />

the Sunday before); allows overseas voter ballots in a presidential election to be<br />

postmarked no later than the day of the election and received no later than 1 0 days after<br />

the election (rather than received by 7 p.m. the day of the election). Reduces the level of<br />

the criminal offense of possessing more than two absentee ballots from a 3d degree<br />

felony to a 1st degree misdemeanor.<br />

This Bill will be effective January 1, 2014, except as otherwise expressly provided in the act.<br />

House Bill 277- Assessment of Residential/Non-Residential Property*<br />

In the 2008 General Election, Florida voters approved a constitutional amendment relating to<br />

property taxes that authorized the Legislature, by general law, to prohibit consideration of the<br />

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May 16,2013<br />

Page 15<br />

Attachment #2<br />

Page 15 of 21<br />

following in the determination of the assessed value of real property used for residential<br />

purposes: any change or improvement made for the purpose of improving the property's<br />

resistance to wind damage; and, the installation of a renewable energy source device.<br />

This Bill provides for partial implementation of the 2008 constitutional amendment. Specifically,<br />

the bill defines "renewable energy source device" and provides that a property appraiser may not<br />

consider the increase in the just value attributed to the installation of a renewable energy source<br />

device when determining the assessed value of real property used for residential purposes. The<br />

Bill also specifies that the provision applies to new and existing residential real property.<br />

Specifically, the provision applies to installations made on or after January 1, 2013. The fiscal<br />

impact estimates, assuming current millage rates, are that the provisions of the bill will have no<br />

impact on local government revenues in FY 2013-14, but will increase each year thereafter<br />

reaching an annual impact of$12.6 million in FY 2017-18.<br />

This Bill will become effective July 1, 2013, applying to assessments beginning January 1, 2014.<br />

Senate Bill336- Tourist Development Tax<br />

This Bill clarifies that proceeds of the tourist development tax may be used for the benefit of<br />

certain museums or aquariums within the boundaries of the county or sub county special taxing<br />

district in which the tax is levied. The Bill also clarifies that the tax automatically expires upon<br />

the retirement of all bonds issued by the county for financing specified facilities.<br />

This Bill will become July 1, 2013.<br />

House Bill 633 - Biodiesel Fuel/Local Governments<br />

Current law requires each biodiesel manufacturer to meet the reporting, bonding, and licensing<br />

requirements for wholesalers under Chapter 206, F.S. The bill makes this requirement not<br />

applicable to a municipality, county, or school district that manufactures biodiesel fuel solely for<br />

use by the municipality, county or school district. The bill further provides a municipality,<br />

county, or school district that manufactures biodiesel fuel solely for use by the municipality,<br />

county, or school district is required to file a return accounting for biodiesel fuel manufacturing<br />

and remit a tax equal to 3 cents of the 4-cent tax under various provisions of Chapter 206,<br />

Florida Statutes.<br />

This Bill will become effective July 1, 2013.<br />

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May 16,2013<br />

Page 16<br />

House Bill1193- Taxation of Property<br />

Attachment #2<br />

Page 16 of 21<br />

This Bill eliminates the following three specific statutory guidelines under which agricultural<br />

land can be reclassified as nonagricultural for property taxation purposes: (1) land has been<br />

zoned to a nonagricultural use at the request of the owner; (2) when there is contiguous urban or<br />

metropolitan development the board of county commissioners finds that the continued use of<br />

such lands for agricultural purposes will act as a deterrent to the timely and orderly expansion of<br />

the community; and, (3) sale of land for a purchase price which is three or more times the<br />

agricultural assessment placed on the land creates a presumption that such land is not used<br />

primarily for bona fide agricultural purposes (this presumption may be rebutted upon a showing<br />

of special circumstances by the landowner demonstrating that the land is to be continued in bona<br />

fide agriculture).<br />

The Bill also amends several statutory provisions to remove the authority of the value adjustment<br />

board to review all property classified by the property appraiser upon its own motion.<br />

The fiscal impact estimates are an impact on local government revenues of either zero or<br />

negative indeterminate beginning in FY 2013-14 and that the provisions of the Bill related to<br />

reclassification of lands as nonagricultural to have a recurring negative revenue impact on local<br />

governments of $0.5 million beginning in FY 2013-14.<br />

House Bill 269 - Building Construction/Development<br />

This Bill relates to a multitude of building construction, code enforcement and development<br />

matters. Specifically:<br />

• Counties and municipalities are required to attach a disclaimer to the issuance of a<br />

development permit and must include a permit condition that all other applicable state or<br />

federal permits be obtained before commencement of the development.<br />

• Under the code enforcement process, notices must be sent by certified mail, return receipt<br />

requested, to the alleged violator's address posted in the tax collector's office or to the<br />

address listed in the county property appraiser's database. A local government may also<br />

provide an additional notice to any other address it may find for the property owner.<br />

• Local governmental entities must specify in local bid documents for public works that the<br />

lumber or timber product should be produced and manufactured in the state if the<br />

products are appropriately available.<br />

• Certain actions relating to onsite sewage treatment and removal are not required if a<br />

bedroom is not added during a remodeling addition or modification to a single-family<br />

home.<br />

• Reaffirms that local governments may enforce statutes or ordinances against unlicensed<br />

contractors under the provisions of chapter 489, Florida Statutes, and that the maximum<br />

civil penalty which may be levied may not exceed either $2,000 or $2,500 for various<br />

violations.<br />

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May 16,2013<br />

Page 17<br />

Attachment #2<br />

Page 17 of 21<br />

• Authorizes a local building department to retain 75% of certain fines collected if it<br />

transmits 25% to the Department of Business and Professional Regulation.<br />

• Deletes requirements relating to "minor violations" of contractor regulatory laws and the<br />

process for handling "minor violations."<br />

• Provides a definition for the term "local technical amendment" for purposes of the<br />

Florida Building Code, and prohibits any provision of the International Residential Code<br />

relating to mandated fire sprinklers from being incorporated into the Florida Building<br />

Code.<br />

• Authorizes a site plan to be maintained at the worksite as an electronic copy, which must<br />

be open to inspection by the building official.<br />

• The Florida Building Commission is required to adopt the Florida Building Code-Energy<br />

Conservation. The bill revises the purposes of the Florida Building Energy-Efficiency<br />

Rating Act and provides for the applicability of building energy-efficiency rating<br />

systems.<br />

This Bill will become effective July 1, 2013.<br />

House Bill 655 - Employment Benefits Regulation*<br />

This Bill prohibits a political subdivision from requiring or otherwise regulating employment<br />

benefits by employers in the jurisdiction, including health benefits, sick leave, or vacation time,<br />

for employees, and preempts the regulation of such benefits to the state. A political subdivision<br />

is not prohibited from establishing employment benefits for its employees, for employees of a<br />

contractor, under the contract, providing goods or services to, or employees of an employer<br />

receiving a direct tax abatement or subsidy from, the political subdivision. The Bill does not<br />

apply to a domestic violence or sexual abuse ordinance or policy adopted by a political<br />

subdivision. The Bill also creates an 11-member task force charged with reviewing employersponsored<br />

employment benefits and the impact of the state preemption contained in the bill. As<br />

noted, this is yet another state preemption of local government home rule authority.<br />

This Bill will become effective July 1, 2013.<br />

House Bill 7019- Development Permits<br />

This Bill requires counties and municipalities to attach disclaimers to development permits that<br />

include a condition that all other applicable state or federal permits must be obtained before the<br />

commencement of any development. These changes will ensure Florida is fully compliant with<br />

the National Flood Insurance Program administered by the Federal Emergency Management<br />

Administration.<br />

House Bill 503 (20 12 Regular Session) contained provisions that, if implemented, would impede<br />

the state's ability to enforce required components ofNFIP's floodplain management regulations<br />

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May 16,2013<br />

Page 18<br />

Attachment #2<br />

Page 18 of 21<br />

and jeopardize Florida's voluntary participation in NFIP. The Bill seeks to bring state law into<br />

compliance with the federal requirements ofNFIP.<br />

This Bill will become effective July 1, 2013.<br />

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May 16,2013<br />

Page 19<br />

House Bill537- Growth Management Referenda*<br />

Attachment #2<br />

Page 19 of 21<br />

This Bill clarifies the Legislature's intent that initiatives and referenda are to be prohibited in<br />

regard to any development order, and further that initiatives and referenda be prohibited as to any<br />

local comprehensive plan or map amendment, except as specifically and narrowly permitted in<br />

the bill and that affect more than five parcels of land. As for comp plan amendments, the<br />

authority for such must be expressly authorized by specific language in a local government charter<br />

that was lawful and in effect on June 1, 20 II; a general local government charter provision for an<br />

initiative or referendum process is not sufficient.<br />

Senate Bill1520- County Contribution to State Medicaid Payments*<br />

This Bill addresses the county contribution to Medicaid in the following ways:<br />

• Bases county contribution percentages on 2012-13 actual collections for the first two<br />

years and then transitions to percentages based on county Medicaid enrollees over 5<br />

years.<br />

o Year 1: Sets the total county contribution at $269 .6M using a 1 00% utilizationbased<br />

formula.<br />

o Year 2: Sets the total county contribution at $277M using a 1 00% utilizationbased<br />

formula.<br />

o Years 3-7: Grows the total county contribution at 50 percent of growth in state<br />

Medicaid expenditures and transitions from a utilization- to an enrollment-based<br />

formula.<br />

o Growth in the total county contribution is 1 00% of growth in state Medicaid<br />

expenditures beginning in 2020-21.<br />

• The transition to county shares based on Medicaid enrollees begins in Fiscal Year 2015-<br />

16 using a weighted approach (80% utilization/20% enrollment, 60% utilization/40%<br />

enrollment, etc), with the complete transition occurring in Fiscal Year 2019-20.<br />

• Requires the Agency for Health Care Administration to provide an annual data report to<br />

the Governor, Senate President and Speaker of the House, along with the Florida<br />

Association of Counties.<br />

o The report would include information necessary to evaluate the costs and<br />

utilization of health services by Medicaid enrollees allowing the counties to<br />

evaluate the new methodology and the effects of Medicaid reforms.<br />

o The report will allow F AC to develop a workgroup to explore alternative billing<br />

formulas during the first two years of implementation.<br />

Compared with estimated payments counties would have collectively made under current law,<br />

the bill saves counties approximately $40M by FY17/18.<br />

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May 16,2013<br />

Page 20<br />

This Bill will become effective July 1, 2013.<br />

Senate Bill 534 -Publicly Funded Defined Benefit Retirement Plans: Reporting<br />

Attachment #2<br />

Page 20 of 21<br />

This Bill provides that the state is not liable for shortfalls in local government retirement systems<br />

or plans and creates additional reporting standards for publicly funded defined benefit retirement<br />

plans. The Bill requires each defined benefit retirement plan to submit a report to the Florida<br />

Department of Management Services (DMS), which will be due within 60 days after receipt of<br />

the certified actuarial report submitted after the close of the plan year that ends on or after June<br />

30, 2014. This timeframe better coincides with reporting under GASB Statements 67 and 68.<br />

After the initial report, subsequent reporting will recur on a plan's schedule for actuarial<br />

reporting. The report must include additional financial statements and information on the plan<br />

using the plan's assumed rate of return and a rate of return at 200 basis points lower than the<br />

assumed rate of return. The Bill requires local governments and plan operators to post various<br />

pension plan information onto available websites and provides for penalties under Chapter 112,<br />

Florida Statutes, if not in compliance. It is important to note that the Bill does not require the<br />

plans to be funded under the conditions listed above; rather, plans must only produce a report to<br />

be submitted to DMS.<br />

This Bill will become effective July 1, 2013.<br />

House Bill 7145- Employment Discrimination Complaint Exemption*<br />

This Bill reauthorizes an exemption from public records requirements for employment<br />

discrimination complaints and other records.<br />

This Bill will become effective October 1, 2013.<br />

House Bill 1355 - Purchase of Firearms by Mentally Ill Persons<br />

This Bill provides conditions under which a person who has been voluntarily admitted to a<br />

mental institution for treatment or has undergone an involuntary examination under the Baker<br />

Act may be prohibited from purchasing a firearm.<br />

What should also be noted is what legislation did not pass: increasing the sovereign immunity<br />

waivers; modifications to the Florida Retirement System; and, further preemptions on local wage<br />

theft ordinances.<br />

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May 16,2013<br />

Page 21<br />

Attachment #2<br />

Page 21 of 21<br />

Should you have any questions or need further information with regard to any Bill passed by the<br />

2013 Legislature, please contact the County Attorney's Office.<br />

HWAT:ea<br />

cc: Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

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Capitol Report<br />

Leon County<br />

May 3, 2013 - End of Session Report<br />

Provided by:<br />

Capitol Alliance Group<br />

106 E. College Ave, Suite 640<br />

Tallahassee, FL 32301<br />

Attachment #3<br />

Page 1 of 21<br />

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CAPITOL NEWS FOR 2013 LEGISLATIVE SESSION<br />

A. Key Legislative Issues & Leon County Priorities<br />

Sine Die - Florida legislators passed a record $74.5 billion state budget and<br />

adjourned the 2013 legislative session at 7:16 PM on Friday.<br />

Budget - The $74.5 billion budget is an increase of more than $4 billion from the<br />

current fiscal year -- a boost made possible by improved sales tax collections with<br />

improved employment and consumer spending. Documentary stamp tax collections,<br />

on real estate transactions and vehicle purchases, also fattened state coffers. Key<br />

budget highlights for Leon County include:<br />

• Economic Incentives – The House and Senate passed the transportation and<br />

economic development portion of the budget, with the chambers agreeing to $45<br />

million in taxpayer incentives, plus $26.1 million in incentives from the<br />

current year budget rolled over into next year for Enterprise Florida and other<br />

programs totaling $71.1 million (down from the current-year allocation of $111<br />

million and the $278 million Scott sought in his budget recommendation)<br />

• $1 million for the Economic Gardening Technical Assistance Program<br />

• $1 million for the Black Cultural Tourism Enhancement Commission.<br />

• $200,000 for Dept. of State for renovations on Desoto First Christmas Site<br />

• $5 million to FSU for operations and maintenance of Leon County Civic Center<br />

• $38.4 million in 2014 FDOT budget Work Plan for Leon County projects (see<br />

attached sheet)<br />

• Visit Florida - $20 million boost to the existing Visit Florida budget,<br />

totaling $74 million.<br />

• Quick Response Training – Funding to support local workforce board<br />

employment training was funded at $3 million.<br />

Attachment #3<br />

Page 2 of 21<br />

Governor’s Priorities – Governor Scott won two of his big priorities for the<br />

session: teacher pay raises and repeal of the $110 million sales tax on<br />

manufacturing equipment. He is touting his legislative success as he gears up for<br />

his re-election run in 2014.<br />

State Workers Pay Raise (PASSED) - State workers earning less than $40,000<br />

a year will receive a $1,400 raise, and those earning more than $40,000 will<br />

receive a $1,000 raise, the first for state employees in seven years. A merit bonus of<br />

up to $400 will be awarded to 35 percent of employees as well.<br />

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Attachment #3<br />

Page 3 of 21<br />

Teacher Pay Raises (PASSED) - The budget provides $1 billion more than the<br />

previous year to education, with $480 million going to local school districts to<br />

disperse to teachers’ salaries. Early versions of the budget would have put the raises<br />

off until June 2014, but a late rewrite allows school districts to give out the raises any<br />

time before then provided they are tied in part to student performance.<br />

County Medicaid Contribution (PASSED) - Senate and House leadership<br />

settled on an approach to county Medicaid contributions. The approach replaces the<br />

current Medicaid county billing methodology with a new cost-sharing system.<br />

Language was originally in SB 1884 but included in a budget conforming bill, SB<br />

1520, and will revise the county contribution to Medicaid in the following way:<br />

• Bases county contribution percentages on 2012-13 actual collections for the first<br />

two years and then transitions to percentages based on county Medicaid enrollees<br />

over 5 years.<br />

o Year 1: Sets the total county contribution at $269.6M using a 100%<br />

utilization-based formula<br />

o Year 2: Sets the total county contribution at $277M using a 100%<br />

utilization-based formula<br />

o Years 3-7: Grows the total county contribution at 50 percent of growth in<br />

state Medicaid expenditures and transitions from utilization- to an<br />

enrollment-based formula.<br />

• Growth in the total county contribution is 100% of growth in state Medicaid<br />

expenditures beginning in 2020-21.<br />

• The transition to county shares based on Medicaid enrollees begins in Fiscal Year<br />

2015-16 using a weighted approach (80% utilization/20% enrollment, 60%<br />

utilization/40% enrollment), with the complete transition occurring in Fiscal<br />

Year 2019-20.<br />

• Requires the Agency for Health Care Administration to provide an annual data<br />

report to the Governor, Senate President and Speaker of the House, along with<br />

the Florida Association of Counties.<br />

• The report would include information necessary to evaluate the costs and<br />

utilization of health services by Medicaid enrollees allowing the counties to<br />

evaluate the new methodology and the effects of Medicaid reforms.<br />

• The report will allow FAC to develop a workgroup to explore alternative billing<br />

formulas during the first two years of implementation.<br />

Compared with estimated payments counties would have collectively made under<br />

current law, the bill saves counties approximately $40M by FY17/18.<br />

Desoto Site First Christmas Funding (PASSED) - The Legislature funded<br />

$200,000 to the Fl. Dept. of State Division of Historical Resources to enhance<br />

upgrade access and renovate buildings at the Hernando DeSoto winter encampment<br />

site and site of the First New World Christmas mass. The City’s proposal for an<br />

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Attachment #3<br />

Page 4 of 21<br />

additional $560,000 appropriation to acquire buildings adjacent to and on the site<br />

was not funded.<br />

Medicaid Expansion (FAILED) - The House refused to concur with a Senate<br />

plan, endorsed by the Governor, to accept almost $50 billion in federal health care<br />

funding to expand Medicaid coverage for about 1.2 million poor people. The<br />

Governor had reversed his opposition to accepting federal dollars, pitting him<br />

against strong reluctance in the House. The Senate crafted a plan to accept the<br />

federal funding under a scaled down Kid Care delivery system. The House Speaker’s<br />

strong opposition to the Governor and Senate position led to a protest by House<br />

Democrats, who boycotted the decision with a symbolic protest against inaction on<br />

Medicaid. The Democrats brought House floor action to a virtual standstill by<br />

utilizing a House parliamentary procedure to require word-for-word reading of every<br />

bill in the House -- prompting Speaker Will Weatherford, R-Wesley Chapel, to use an<br />

automated computer system dubbed "Mary" that converted the printed words into<br />

spoken text. The vast differences in the House and Senate made it clear that no<br />

Medicaid expansion solution was going to happen this session. Democrats are<br />

calling on the Governor to call a special session to resolve the issue.<br />

Pension Reform (FAILED) – Time ran out on proposed changes to Florida<br />

pension system; the Senate rejected Speaker Weatherford's plan to make new<br />

employees join a 401(k)-style investment pool. The Senate refused to close the<br />

traditional "defined benefit" pension system, saying it wasn't broken. House<br />

Democrats dropped their unified stance against the budget in protest of Republicans’<br />

refusal to accept $51 billion in federal funds to provide health insurance to more<br />

than 1 million Floridians. Some Democrats voted for the budget, noting increases in<br />

teacher and state worker pay, but others remained steadfastly against the spending<br />

plan because of the lack of federal funding to expand health care insurance.<br />

Internet Café Ban (PASSED) – Legislators passed SB 1030/HB 155 early in the<br />

session to shut down "Internet cafés", the storefront online gambling operations at<br />

the center of a scandal that cost Lt. Gov. Jennifer Carroll her job on March 12.<br />

Carroll was not accused of any wrongdoing in the state-federal investigation of<br />

money laundering and racketeering that led to 57 arrests of Internet café operators.<br />

Scott said he plans to appoint a new Lieutenant Governor soon after the session.<br />

Internet Sales Tax – (FAILED) - SB 316 was filed to close Internet sales tax<br />

loopholes by revising the term "mail order sale" to specifically include online<br />

purchases from vendors with a "nexus" in the state. Late session concerns from Gov.<br />

Rick Scott held up legislation that would prompt the collection of a sales tax on<br />

goods purchased online, sponsors of the measure said this week. Governor Scott<br />

stated that he would sign a bill that calls on Internet retailers like Amazon to collect<br />

the 6 percent state sales tax, provided the bill is “revenue neutral,” or contains<br />

offsetting tax cuts, but changed his position to require the bill to be “family neutral”<br />

and have a neutral impact on all households in the state.<br />

Economic Gardening (FAILED) - HB 663 and SB 1012. The companion bills<br />

that would make permanent the Economic Gardening program utilized successfully<br />

Page 424 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #3<br />

Page 5 of 21<br />

by the EDC moved through the legislature early in session, but eventually died in late<br />

committees. The bills removed the word “pilot” from the title of the “Economic<br />

Gardening Technical Assistance Pilot Program,” effectively making the Technical<br />

Assistance Program permanent, rather than temporary. The program was still<br />

funded at $1 million in the budget but remains a pilot program.<br />

Economic Development Programs (PASSED) - CS/CS/SB 1024- CS/HB<br />

7007 - Highlights of the bill include:<br />

Reporting and Evaluations of Economic Development Programs<br />

• Streamlines the process by which all incentive program applicants are<br />

evaluated by requiring that all applicants be evaluated for the “economic<br />

benefits” of the proposed project.<br />

• Creates a rotating, 3-year review schedule for specified incentives and<br />

programs to be evaluated by the EDR and the OPPAGA.<br />

• Consolidates required reports and reporting dates for various economic<br />

development program reports by the DEO, Enterprise Florida, Inc. (EFI), the<br />

Office of Film and Entertainment, and Space Florida.<br />

Florida Small Business Development Center Network<br />

• Aligns the network’s statewide policies with the statewide strategic economic<br />

development plan and statewide goals of the university system.<br />

• Specifies the composition of the network’s statewide advisory board.<br />

• Specifies the support services offered by the network.<br />

• Requires the network to provide a match to any direct state appropriation.<br />

• Requires the network to set up incentives for the regional centers to create<br />

jobs, institute best practices, and serve new areas of the state or underserved<br />

areas.<br />

• Requires regular reporting by the network on programs, services, and<br />

outcomes, including information on the network’s economic benefits to the<br />

state.<br />

Economic Development Incentives<br />

• Requires the DEO to evaluate each application for economic incentives for the<br />

economic benefits of the proposed award to the state, and EDR is to review<br />

and report on the methodology used to calculate the economic benefit.<br />

• Requires recipients of incentives under the Quick Action Closing Fund and<br />

the Innovation Incentive Programs to secure the award with a surety bond,<br />

letter of credit, or other security before any state funds can be disbursed.<br />

• Provides that the DEO may waive the securitization requirements upon<br />

certifying specific information, in writing, to the Governor and the<br />

Legislature. The Legislative Budget Commission must approve any waiver<br />

granted by the DEO for a project exceeding $5 million.<br />

Enterprise Zones<br />

• The bill allows for any enterprise zone that is at least 15 square miles and less<br />

than 20 square miles and includes a portion of a rural area of critical<br />

Page 425 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #3<br />

Page 6 of 21<br />

economic concern (RACEC) to expand the boundary of the enterprise zone up<br />

to 3 miles. Also, any enterprise zone that is at least 20 square miles and<br />

includes a portion of the state designated as a RACEC to expand the boundary<br />

of the enterprise zone up to 5 miles.<br />

Gulf Coast Economic Corridor Language<br />

• Creates Triumph Gulf Coast, Inc., a nonprofit corporation administratively<br />

housed within the DEO, to administer and invest certain funds received by the<br />

state related to the Deepwater Horizon oil spill;<br />

• Directs Triumph Gulf Coast, Inc., to make awards to projects and programs in<br />

the 8 disproportionately affected counties that meet certain criteria and<br />

priorities.<br />

Economic Development and DEO - SB 406 (PASSED) - CS/SB 406 revises<br />

and creates various statutory provisions relating to economic development. The bill<br />

commits future state revenues that will be used to make payments for baseball<br />

spring training facilities, and other economic incentive programs the original bill:<br />

• Streamlines the process by which all incentive program applicants are<br />

evaluated by requiring that all applicants be evaluated for the “economic<br />

benefits” of the proposed project.<br />

• Creates a rotating, 3-year review schedule for specified incentives and<br />

programs to be evaluated by the Office of Economic and Demographic<br />

Research (EDR) and the Office of Program Policy Analysis and Government<br />

Accountability (OPPAGA).<br />

• Consolidates required reports and reporting dates for various economic<br />

development program reports by the Department of Economic Opportunity<br />

(DEO), Enterprise Florida, Inc. (EFI), the Office of Film and Entertainment,<br />

and Space Florida.<br />

• Requires the DEO to publish project-based information on economic<br />

development programs provided to businesses on its website in a userfriendly<br />

format.<br />

• Creates a new certification process for local governments to receive state<br />

funds for the construction and renovation of spring training facilities.<br />

• Specifies the meaning of the term “brownfield” for purposes of the sales tax<br />

exemption for building materials in redevelopment projects and for the<br />

brownfield redevelopment bonus refund.<br />

This bill requires that the DEO evaluate all incentives applications for “economic<br />

benefits” using a model that will be developed and reviewed by the EDR. The DEO<br />

and the EDR are permitted to develop an amended definition of “economic benefits”<br />

from the one defined by s. 288.005, F.S., for the up-front evaluation. The executive<br />

director of the DEO may not approve an incentives application unless the applicant<br />

signs a written declaration stating that the applicant has read the information in the<br />

application and that such information is true, correct, and complete to the best of the<br />

applicant’s knowledge.<br />

Page 426 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #3<br />

Page 7 of 21<br />

Florida Business preference in State Procurement (FAILED) - Several bills<br />

filed to require a “local preference” in construction contracting, SB 684 and HB<br />

1017, died in committee during the last week of session. The bills would have<br />

provided a preference in scoring for “local” – meaning “Florida based” businesses-<br />

defined as: (a) At least 60 percent of the individuals who 13 collectively own the<br />

business reside in the state; (b) The business's principal place of business has been<br />

located in the state for at least 1 year. For purposes of this subsection, the term<br />

"principal place of business" means a fully operational office at which the majority of<br />

the business's employees and principals are located; and c) At least 60 percent of the<br />

business's employees reside in the state at the time of contract award.<br />

Manufacturing and Competitiveness Bill (PASSED) - HB 357 by Rep.<br />

Boyd provides for local governments to establish programs for approving<br />

development sites for manufacturing plants. State agencies -- within cities and<br />

counties with approved programs -- must simultaneously review permit applications<br />

for air pollution, water use, wetlands, threatened or endangered species and highway<br />

access. Any additional requests by state agencies for additional information must be<br />

submitted within 20 days or the application may not be denied. Final agency action<br />

is required within 60 days for a completed application, which compares to 90 days<br />

under existing state law.<br />

Wage theft bill (FAILED) - SB 1216 would set uniform state standards for<br />

employees to seek compensation when they say they haven't been paid their full<br />

wages. The bill requires workers to file a claim through the courts and would preempt<br />

cities and counties other than Miami-Dade from enacting their own laws. The<br />

bill also provides no criminal penalty for employers.<br />

“Stand Your Ground” Reform (FAILED)- No change to Florida's "stand your<br />

ground" gun law, which allows gun owners to use deadly defensive force in a lifethreatening<br />

situation, or require background checks for gun purchasers. But they did<br />

approve a bill to prevent mental patients who voluntarily seek treatment from<br />

getting guns until they are declared competent.<br />

Voting Reform - The House and Senate approved a compromise extending early<br />

voting for up to 14 days, not eight, and giving counties more discretion to select<br />

multiple voting sites. The package went to Gov. Rick Scott for signature in a 27-13<br />

Senate vote -- with Sen. Bill Montford of Tallahassee the only Democrat voting<br />

for it. Democrats supported it in the House.<br />

Environmental Regulation and Permitting - HB 999 passed the Senate 39-1<br />

after language dealing with wetlands and fertilizer was taken out on May 2. Sen. Joe<br />

Negron, R-Palm City, cast the only vote against. The amended HB 999 then went<br />

back to the House where it passed 106-10. The wetlands language had been added to<br />

the HB 7127 transportation bill but was removed in a delete-everything amendment<br />

(740626) adopted in the Senate on April 30.<br />

Page 427 of 631 Posted at 6:15 p.m. on June 10, 2013


Schedule for Bill Signings - The Governor has 30 days from when he receives the bill<br />

from the legislature to sign, veto or allow bills to become law without his signature.<br />

B. BILLS RELATING TO <strong>LEON</strong> <strong>COUNTY</strong><br />

BILLS THAT PASSED<br />

Attachment #3<br />

Page 8 of 21<br />

HB 9129 - Relating to America's First Christmas<br />

• by Beshears<br />

• Resolution America's First Christmas: Commemorates America's First Christmas<br />

at Hernando De Soto Winter Encampment Site in Tallahassee in 1539. Effective<br />

Date: Not Specified<br />

• ACTION: Adopted by Publication on 4/18/13<br />

________________<br />

HB 537 - Relating to Growth Management<br />

• by Moraitis CoSponsors: Rogers CS Sponsors: Local & Federal Affairs<br />

Committee, Economic Development & Tourism Subcommittee<br />

• General Growth Management: Provides that initiative or referendum process for<br />

any development order is prohibited; provides that initiative or referendum<br />

process for any local comprehensive plan amendments & map amendments is<br />

prohibited; provides exception for initiative or referendum process specifically<br />

authorized by local government charter provision in effect as of June 1, 2011, for<br />

certain local comprehensive plan amendments & map amendments; provides<br />

that certain charter provisions for initiative or referendum process are not<br />

sufficient; provides legislative intent; provides that certain prohibitions apply<br />

retroactively. Effective Date: upon becoming a law<br />

• ACTION: Enrolled Text (ER) Filed<br />

________________<br />

SB 1106 - Relating to Agritourism<br />

• by Hays CS Sponsors: Rules, Agriculture<br />

• General Agritourism; Restricting a local government’s ability to regulate<br />

agritourism activity on agricultural land; limiting the liability of an agritourism<br />

operator, his or her employer or employee, or the owner of the underlying land<br />

on which the agritourism activity occurs if certain conditions are met; requiring<br />

that signs and contracts notify participants of certain inherent risks and the<br />

assumption of that risk, etc. Effective Date: July 1, 2013<br />

• ACTION: Enrolled Text (ER) Filed<br />

__________________<br />

SB 1106 - Relating to Agritourism<br />

• by Hays CS Sponsors: Rules, Agriculture<br />

• General Agritourism; Restricting a local government’s ability to regulate<br />

agritourism activity on agricultural land; limiting the liability of an agritourism<br />

operator, his or her employer or employee, or the owner of the underlying land<br />

on which the agritourism activity occurs if certain conditions are met; requiring<br />

Page 428 of 631 Posted at 6:15 p.m. on June 10, 2013


that signs and contracts notify participants of certain inherent risks and the<br />

assumption of that risk, etc. Effective Date: July 1, 2013<br />

• ACTION: Enrolled Text (ER) Filed<br />

__________________<br />

SB 674 - Relating to Animal Shelters and Animal Control Agencies<br />

• by Montford CoSponsors: Evers, Sachs CS Sponsors: Community<br />

Affairs, Agriculture<br />

• General Animal Shelters and Animal Control Agencies; Declaring legislative<br />

priorities relating to the importation and uncontrolled breeding of dogs and cats;<br />

requiring that each public or private animal shelter, humane organization, or<br />

animal control agency operated by a humane society or by a county, municipality,<br />

or other incorporated political subdivision prepare and maintain specified<br />

records; specifying the information that must be included in the records;<br />

providing a maximum fee for copies of such records, etc. Effective Date: July 1,<br />

2013<br />

• ACTION: Approved by Governor; Chapter No. 2013-032<br />

__________________<br />

HB 999 - Relating to Environmental Regulation<br />

• by Patronis, Peters CoSponsors: Albritton, Combee, Hager, Pilon, Rooney CS<br />

Sponsors: Agriculture & Natural Resources Subcommittee<br />

• General Environmental Regulation: Creates, amends, & revises numerous<br />

provisions relating to: development permit applications; marinas, boatyards, &<br />

marine retailers; general permits for special events; well permits; exemptions<br />

from permits, fees & related environmental requirements & regulation; regional<br />

water supply planning; agricultural water supply demand projections; major<br />

sources of air pollution; water quality testing, sampling, collection, & analysis; &<br />

restoration of seawalls. Effective Date: July 1, 2013<br />

• ACTION: Enrolled Text (ER) Filed<br />

________________<br />

SB 1830 - Relating to Ad Valorem Taxation<br />

• by Appropriations<br />

• General Ad Valorem Taxation; Providing that the postmark date of commercial<br />

mail delivery service is considered the date of filing for certain ad valorem<br />

applications or returns; providing that a change of ownership for purposes of<br />

assessing property at just value does not apply to lessees entitled to the<br />

homestead; providing that aquacultural crops are exempt from taxation until<br />

marketable; deleting the express requirement that titleholders of homesteads live<br />

on the homestead in order to qualify for homestead tax exemption, etc. Effective<br />

Date: July 1, 2013<br />

• ACTION: Enrolled Text (ER) Filed<br />

__________________<br />

HB 579 - Relating to Natural Gas Motor Fuel<br />

• by Ray CoSponsors: Baxley, Dudley, Raburn, Stone CS Sponsors: Energy &<br />

Utilities Subcommittee<br />

Attachment #3<br />

Page 9 of 21<br />

Page 429 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #3<br />

Page 10 of 21<br />

• General Natural Gas Motor Fuel: Deletes definitions for terms "alternative fuel" &<br />

"natural gasoline"; repeals provisions relating to annual decal fee program for<br />

motor vehicles powered by alternative fuels; repeals provisions relating to<br />

requirements for alternative fuel retailer licenses; establishes requirements for<br />

natural gas fuel retailer licenses; provides penalties for certain licensure<br />

violations; provides calculations for motor fuel equivalent gallon; provides for<br />

levy of natural gas fuel tax; authorizes DOR to adopt rules; establishes<br />

requirements for monthly reports of natural gas fuel retailers; provides that<br />

reports are made under penalties of perjury; allows natural gas fuel retailers to<br />

seek deduction of tax levied under specified conditions; provides exemptions &<br />

refunds from natural gas fuel tax; revises provisions relating to State Alternative<br />

Fuel User Fee Clearing Trust Fund; terminates Local Alternative Fuel User Fee<br />

Clearing Trust Fund within DOR; expands use of local government infrastructure<br />

surtax to include installation of systems for natural gas fuel; provides exemption<br />

from taxes for natural gas fuel. Effective Date: January 1, 2014<br />

• ACTION: Enrolled Text (ER) Filed<br />

_________________<br />

HB 21 - Relating to Background Screening for Noninstructional Contractors<br />

on School Grounds<br />

• by Perry CoSponsors: Fresen, Porter, Raburn<br />

• General Background Screening for Noninstructional Contractors on School<br />

Grounds: Requires DOE to create uniform, statewide identification badge to be<br />

worn by noninstructional contractors signifying that contractor has met specified<br />

requirements; requires school district issuance & recognition of identification<br />

badge. Effective Date: July 1, 2013<br />

• ACTION: Enrolled Text (ER) Filed<br />

_________________<br />

SB 406 - Relating to Economic Development<br />

• by Gardiner CoSponsors: Benacquisto<br />

• General Economic Development; Establishing the Economic Development<br />

Programs Evaluation; requiring the Office of Economic and Demographic<br />

Research and the Office of Program Policy Analysis and Government<br />

Accountability to present the evaluation; requiring the offices to provide an<br />

analysis of certain economic development programs and specifying a schedule;<br />

limiting the office’s evaluation for the purposes of tax credits, tax refunds, sales<br />

tax exemptions, cash grants, and similar programs; revising the date on which<br />

the Department of Economic Opportunity and Enterprise Florida, Inc., are<br />

required to report on the business climate and economic development in the<br />

state, etc. Upon becoming a law.<br />

• ACTION: Enrolled Text (ER) Filed<br />

_________________<br />

HB 155 - Relating to Prohibition of Electronic Gambling Devices<br />

• by Trujillo, Patronis CoSponsors: Fasano, Cummings<br />

• General Prohibition of Electronic Gambling Devices: Creates "Electronic<br />

Gambling Prohibition & Community Protection Act"; transfers administration &<br />

Page 430 of 631 Posted at 6:15 p.m. on June 10, 2013


enforcement of provisions relating to game promotions from DACS to DBPR;<br />

revises provisions relating to drawings by chance offered by nonprofit<br />

organizations, exceptions to prohibitions on lotteries, & procedures for operation<br />

of game promotion; prohibits use of certain devices operated by drawing<br />

entrants. Effective Date: upon becoming a law<br />

• ACTION: Approved by Governor; Chapter No. 2013-002<br />

_____________________<br />

HB 569 - Relating to Florida Election Code<br />

• by Schenck CS Sponsors: Appropriations Committee, Ethics & Elections<br />

Subcommittee<br />

• General Florida Election Code: Repeals provisions relating to certification &<br />

political activities of CCEs; prohibits CCE from accepting contribution after<br />

certain date; provides for revocation of certification of each CCE on certain date;<br />

requires Division of Elections to provide certain notifications to CCEs; requires<br />

that tickets or advertising for campaign fund raiser must meet certain<br />

requirements; revises reporting requirements for candidates, political<br />

committees, & electioneering communications organizations; revises limitations<br />

on campaign contributions; revises information required on bank account<br />

checks; provides for retention of surplus campaign funds by candidate for<br />

specified purposes; provides reporting requirements for surplus campaign funds;<br />

provides for disposition of such funds; directs Division of Elections to submit<br />

proposal to Legislature for mandatory statewide electronic filing system. Effective<br />

Date: November 1, 2013<br />

• ACTION: Approved by Governor; Chapter No. 2013-037<br />

____________________<br />

SB 50 - Relating to Public Meetings<br />

• by Negron, CoSponsors: Evers CS Sponsors: Rules, Governmental Oversight and<br />

Accountability<br />

• General Public Meetings: Requires that member of public be given reasonable<br />

opportunity to be heard before board or commission takes official action on<br />

proposition before board or commission of state agency or authority or of agency<br />

or authority of county, municipal corporation, or political subdivision; provides<br />

that opportunity to be heard is subject to rules or policies adopted by board or<br />

commission; specifies certain exceptions; provides requirements for rules or<br />

policies governing opportunity to be heard; provides that compliance with<br />

requirements of act is presumed under certain circumstances; authorizes court to<br />

assess reasonable attorney fees in actions filed against board or commission;<br />

provides that any action taken by board or commission which is found in<br />

violation of act is not void; provides that circuit courts have jurisdiction to issue<br />

injunctions for purposes of act.<br />

• ACTION: Enrolled Text (ER) Filed<br />

___________________<br />

SB 0520 - Relating to Emergency Medical Services<br />

• by Bradley<br />

Attachment #3<br />

Page 11 of 21<br />

Page 431 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #3<br />

Page 12 of 21<br />

• General Emergency Medical Services; Deleting a requirement that emergency<br />

medical technicians, paramedics, and 911 public safety telecommunicators<br />

complete an educational course on HIV and AIDS; revising requirements for the<br />

certification and recertification of emergency medical technicians and<br />

paramedics; revising requirements for institutions that conduct approved<br />

programs for the education of emergency medical technicians and paramedics,<br />

etc. Effective Date: July 1, 2013<br />

• ACTION: Enrolled Text (ER) Filed<br />

_____________________<br />

SB 220 - Relating to Capital Collateral Regional Counsel Trust Fund/Justice<br />

Administrative Commission<br />

• By Bradley<br />

• Trust Fund/Gen. Capital Collateral Regional Counsel Trust Fund/Justice<br />

Administrative Commission; Re-creating the Capital Collateral Regional Counsel<br />

Trust Fund within the Justice Administrative Commission without modification;<br />

abrogating provisions relating to the scheduled termination of the trust fund, to<br />

conform, etc. Effective Date: July 1, 2013<br />

• ACTION: Approved by Governor; Chapter No. 2013-012 on 4/10/13<br />

______________________<br />

HB 1285 - Relating to Tallahassee-Leon County Civic Center Authority, Leon<br />

County<br />

• By Williams<br />

• Local Tallahassee-Leon County Civic Center Authority, Leon County: Abolishes<br />

Tallahassee-Leon County Civic Center Authority; repeals provisions for<br />

authority's charter; designates Tallahassee-Leon County Civic Center as "Donald<br />

L. Tucker Civic Center"; provides for erection of suitable markers; requires<br />

DBPR's Division of Alcoholic Beverages & Tobacco to issue beverage license to<br />

FSU or its designee; transfers all assets & liabilities of authority to FSU. Effective<br />

Date: upon becoming a law<br />

• ACTION: Enrolled Text (ER) Filed<br />

______________________<br />

HB 0537 - Relating to Growth Management<br />

• by Moraitis<br />

• General Growth Management: Clarifies prohibition on initiative or referendum<br />

process in regard to development orders; clarifies prohibition on initiative or<br />

referendum process in regard to comprehensive plan amendments & map<br />

amendments; clarifies that exception to prohibition on initiative or referendum<br />

process in regard to any local comprehensive plan amendment or map<br />

amendment is limited to local government charter provision in effect on June 1,<br />

2011, that specifically authorized initiative or referendum process for local<br />

comprehensive plan or map amendments that affect more than five parcels of<br />

land; provides legislative intent; provides for retroactive application; provides for<br />

retroactive repeal of s. 4 of chapter 2012-75, Laws of Florida, relating to<br />

presumption regarding agricultural enclaves. Effective Date: upon becoming a<br />

law.<br />

Page 432 of 631 Posted at 6:15 p.m. on June 10, 2013


• ACTION: Enrolled Text (ER) Filed<br />

_____________________<br />

Attachment #3<br />

Page 13 of 21<br />

HB 357 - Relating to Manufacturing Development<br />

• by Boyd CoSponsors: Combee CS Sponsors: Economic Development & Tourism<br />

Subcommittee<br />

• General Manufacturing Development: Authorizes local governments to establish<br />

local manufacturing development program that provides for master development<br />

approval for certain sites; requires DEO to develop model ordinance containing<br />

specified information & provisions; requires local manufacturing development<br />

program ordinance to include certain information; requires department, in<br />

cooperation with participating agencies, to establish manufacturing development<br />

coordinated approval process for certain manufacturers; requires department to<br />

convene meeting when requested by certain manufacturer; requires participating<br />

agencies to attend meetings convened by department; specifies that department<br />

is not required, but is authorized, to mediate between participating agencies &<br />

manufacturer; requires that coordinated approval process have no effect on<br />

department's approval of economic development incentives; provides for<br />

applicability with respect to permit applications governed by federally delegated<br />

or approved permitting programs; requires department to develop materials that<br />

identify local manufacturing development programs; requires Enterprise Florida,<br />

Inc., & authorizes other state agencies, to distribute such material. Effective Date:<br />

July 1, 2013<br />

• ACTION: Enrolled Text (ER) Filed<br />

__________________<br />

HB 1145 - Relating to State-Owned or State-Leased Space<br />

• by La Rosa CS Sponsors: Government Operations Subcommittee<br />

• General State-Owned or State-Leased Space: Revises provisions relating to<br />

inventory of state-owned facilities; clarifies that deeds may be signed by agents of<br />

Board of Trustees of Internal Improvement Trust Fund; revises provisions<br />

relating to decisions by board to surplus lands; revises responsibilities of DMS<br />

with respect to state-owned buildings; authorizes state agencies to use services of<br />

tenant broker to provide certain information; requires all state-owned facilities to<br />

report energy consumption and cost data. Effective Date: July 1, 2013<br />

• ACTION: Enrolled Text (ER) Filed<br />

___________________<br />

HB 537 - Relating to Growth Management<br />

• by Moraitis CoSponsors: Rogers CS Sponsors: Local & Federal Affairs<br />

Committee, Economic Development & Tourism Subcommittee<br />

• General Growth Management: Clarifies prohibition on initiative or referendum<br />

process in regard to development orders; clarifies prohibition on initiative or<br />

referendum process in regard to comprehensive plan amendments & map<br />

amendments; clarifies that exception to prohibition on initiative or referendum<br />

process in regard to any local comprehensive plan amendment or map<br />

amendment is limited to local government charter provision in effect on June 1,<br />

2011, that specifically authorized initiative or referendum process for local<br />

Page 433 of 631 Posted at 6:15 p.m. on June 10, 2013


comprehensive plan or map amendments that affect more than five parcels of<br />

land; provides legislative intent; provides for retroactive application; provides for<br />

retroactive repeal of s. 4 of chapter 2012-75, Laws of Florida, relating to<br />

presumption regarding agricultural enclaves. Effective Date: upon becoming a<br />

law<br />

• ACTION: Enrolled Text (ER) Filed<br />

____________________<br />

SB 1594 - Relating to Guaranteed Energy, Water, and Wastewater<br />

Performance Savings Contracting Act<br />

• by Bradley CS Sponsors: Communications, Energy, and Public Utilities<br />

• General Guaranteed Energy, Water, and Wastewater Performance Savings<br />

Contracting Act; Revising the terms “agency,” “energy, water, and wastewater<br />

efficiency and conservation measure,” and “energy, water, or wastewater cost<br />

savings”; providing that a contract may provide for repayments to a lender of an<br />

installation construction loan in installments for a period not to exceed 20 years;<br />

authorizing certain facility alterations to be included in a performance contract<br />

and to be supervised by the performance savings contractor, etc. Effective Date:<br />

July 1, 2013<br />

• ACTION: Enrolled Text (ER) Filed<br />

BILLS THAT DIED<br />

Attachment #3<br />

Page 14 of 21<br />

SB 584 - Relating to Purchase of Land by a Governmental Entity<br />

• by Hays CoSponsors: Evers<br />

• General Purchase of Land by a Governmental Entity; Limiting the state, a county,<br />

or a municipality’s ability to purchase land for conservation purposes, etc.<br />

Effective Date: July 1, 2013<br />

• ACTION: Died in Environmental Preservation and Conservation<br />

__________________<br />

HB 321 - Relating to Community Development<br />

• by La Rosa CoSponsors: Adkins, Hutson CS Sponsors: Finance & Tax<br />

Subcommittee, Economic Development & Tourism Subcommittee<br />

• General Community Development: Authorizes boards of county commissioners<br />

to include certain commercial developments in lease agreements related to<br />

professional sports franchise facilities; prohibits local government from applying<br />

transportation concurrency or requiring proportionate-share contribution or<br />

construction for new business development for specified period; provides<br />

exception; provides for extension of prohibition under certain conditions;<br />

prohibits certain counties, municipalities, & special districts from imposing<br />

certain new or existing impact fees for specified period; provides exception;<br />

provides for extension of prohibition under certain conditions; provides for<br />

future expiration. Effective Date: July 1, 2013<br />

• ACTION: Died in Community Affairs<br />

Page 434 of 631 Posted at 6:15 p.m. on June 10, 2013


SIMILAR BILLS<br />

SB 1716 - Relating to Growth Management<br />

• by Garcia CS Sponsors: Community Affairs<br />

• General Growth Management; Prohibiting a local government from applying<br />

transportation concurrency or requiring proportionate-share contribution or<br />

construction for new business development for a specified period; providing for<br />

an extension of the prohibition under certain conditions; providing for future<br />

expiration; prohibiting certain counties, municipalities, and special districts from<br />

imposing certain new or existing impact fees for a specified period; providing for<br />

an extension of the prohibition under certain conditions, etc. Effective Date: July<br />

1, 2013<br />

• ACTION: Died in Education<br />

________________<br />

HB 721 - Relating to Professional Sports Franchise Facilities<br />

• by Cummings, Davis CoSponsors: Fullwood, Hutson, Jones<br />

(M), McBurney, Porter, Ray, Renuart, Van Zant CS Sponsors: Finance & Tax<br />

Subcommittee<br />

• General Professional Sports Franchise Facilities: Authorizes applicant previously<br />

certified as facility for new or retained professional sports franchise to receive<br />

additional certification under certain circumstances, & to receive monthly<br />

distribution of specified amount of sales tax revenues, to acquire, construct,<br />

reconstruct, or renovate facility. Effective Date: upon becoming a law<br />

• ACTION: Died in Economic Affairs Committee<br />

SIMILAR BILLS<br />

Attachment #3<br />

Page 15 of 21<br />

SB 922 - Relating to Professional Sports Franchise Facilities<br />

• by Bradley CoSponsors: Bean, Dean, Gibson, Thrasher CS Sponsors: Commerce<br />

and Tourism<br />

• General Professional Sports Franchise Facilities; Authorizing an applicant<br />

previously certified as a facility for a new or retained professional sports franchise<br />

to receive an additional certification under certain circumstances, and to receive<br />

an additional monthly distribution of a specified amount of sales tax revenues to<br />

improve the condition of the facility to meet or exceed certain facility standards;<br />

requiring the Department of Economic Opportunity to notify the Department of<br />

Revenue of applicants that receive an additional certification, etc. Effective Date:<br />

Upon becoming a law.<br />

• ACTION: Died in Appropriations Subcommittee on Finance and Tax<br />

________________<br />

SB 1634 - Relating to Legislative Lobbying Expenditures<br />

• by Lee (T) CoSponsors: Joyner CS Sponsors: Ethics and Elections<br />

• General Legislative Lobbying Expenditures; Amending s. 11.045, F.S., and<br />

reenacting subsections (4)-(8), relating to lobbying before the Legislature;<br />

revising the term “expenditure” to exclude the use of a public facility or public<br />

property that is made available by a governmental entity to a legislator for a<br />

Page 435 of 631 Posted at 6:15 p.m. on June 10, 2013


public purpose, to exempt such use from legislative lobbying requirements;<br />

providing exceptions when a member or an employee of the Legislature may<br />

accept certain expenditures made by a lobbyist or a principal; providing for the<br />

future expiration and the reversion as of a specified date of statutory text, etc.<br />

Effective Date: July 1, 2013<br />

• ACTION: Died in Judiciary<br />

SIMILAR BILLS<br />

Attachment #3<br />

Page 16 of 21<br />

SB 544 - Relating to Legislative Lobbying Expenditures<br />

• by Braynon CS Sponsors: Rules, Ethics & Elections Subcommittee<br />

• General Legislative Lobbying Expenditures; Amending and reenacting provisions<br />

relating to lobbying before the Legislature; revising the term “expenditure” to<br />

exclude the use of a public facility or public property that is made available by a<br />

governmental entity to a legislator for a public purpose, to exempt such use from<br />

legislative lobbying requirements; providing exceptions when a member or an<br />

employee of the Legislature may accept certain expenditures made by a lobbyist<br />

or a principal; providing for the future expiration and the reversion as of a<br />

specified date of statutory text, etc. Effective Date: July 1, 2013<br />

• ACTION: Died In Judiciary<br />

___________________<br />

SB 538 - Relating to Special Districts<br />

• by Ring, Negron CS Sponsors: Community Affairs<br />

• General Special Districts; Requiring certain single-county independent special<br />

districts to administratively consolidate with the municipality or county in which<br />

they are located if such consolidation will result in increased efficiencies; limiting<br />

the insurance benefits of district officers and employees to the benefits provided<br />

by the local governing authority to its officers and employees; revising the<br />

information that must be presented by a community development district to the<br />

local governing authority and requiring the information to be provided at a<br />

publicly noticed meeting, etc. Effective Date: July 1, 2013<br />

• ACTION: Died in Ethics and Elections<br />

__________________<br />

SB 316 - Relating to Taxes<br />

• by Detert CoSponsors: Margolis CS Sponsors: Commerce and Tourism<br />

• General Taxes; Reducing the tax rate applied to the sale of communications<br />

services; reducing the tax rate applied to retail sales of direct-to-home satellite<br />

services; revising the term “mail order sale” to specifically include sales of<br />

tangible personal property ordered through the Internet; providing that certain<br />

persons who make mail order sales and who have a nexus with this state are<br />

subject to this state’s power to levy and collect the sales and use tax when they<br />

engage in certain enumerated activities, etc. Effective Date: July 1, 2013<br />

• ACTION: Died in Appropriations<br />

____________________<br />

HB 663 - Relating to Economic Gardening Technical Assistance Program<br />

Page 436 of 631 Posted at 6:15 p.m. on June 10, 2013


• by Hudson CoSponsors: Combee, Porter CS Sponsors: Economic Development &<br />

Tourism Subcommittee<br />

• General Economic Gardening Technical Assistance Program: Expands Economic<br />

Gardening Technical Assistance Pilot Program into statewide program; requires<br />

DEO to contract with Florida Economic Gardening Institute at University of<br />

Central Florida to administer program; revises & provides eligibility<br />

requirements for program; provides definitions; conforms references to<br />

Economic Gardening Technical Assistance Pilot Program to changes made by act.<br />

Effective Date: July 1, 2013<br />

• ACTION: Died in Commerce and Tourism<br />

SIMILAR BILLS<br />

Attachment #3<br />

Page 17 of 21<br />

SB 1012 - Relating to Economic Gardening Technical Assistance Program<br />

• by Hays<br />

• General Economic Gardening Technical Assistance Program; Expanding the<br />

Economic Gardening Technical Assistance Pilot Program into a statewide<br />

program; requiring the Department of Economic Opportunity to contract with<br />

the Florida Economic Gardening Institute at the University of Central Florida to<br />

administer the program, etc. APPROPRIATION: $2,000,000 Effective Date: July<br />

1, 2013<br />

• ACTION: Died in Appropriations<br />

_________________<br />

SB 572 - Relating to Reporting Requirements for Economic Development<br />

Programs<br />

• by Sobel CoSponsors: Gibson CS Sponsors: Commerce and Tourism<br />

• General Reporting Requirements for Economic Development Programs;<br />

Requiring the Department of Economic Opportunity to publish on a website<br />

specified information concerning state investment in economic development<br />

programs; requiring the Office of Economic and Demographic Research to<br />

provide a description of specified methodology and formulas to the department<br />

and the department to publish the description on its website within a specified<br />

period; requiring the department to annually publish information relating to the<br />

progress of Quick Action Closing Fund projects, etc. Effective Date: October 1,<br />

2013<br />

• ACTION: Died in Appropriations<br />

_________________<br />

SB 316 - Relating to Taxes<br />

• by Detert CoSponsors: Margolis CS Sponsors: Commerce and Tourism<br />

• General Taxes; Reducing the tax rate applied to the sale of communications<br />

services; reducing the tax rate applied to retail sales of direct-to-home satellite<br />

services; revising the term “mail order sale” to specifically include sales of<br />

tangible personal property ordered through the Internet; providing that certain<br />

persons who make mail order sales and who have a nexus with this state are<br />

subject to this state’s power to levy and collect the sales and use tax when they<br />

engage in certain enumerated activities, etc. Effective Date: July 1, 2013<br />

• ACTION: Died in Appropriations<br />

____________________<br />

Page 437 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #3<br />

Page 18 of 21<br />

SB 518 - Relating to Economic Business Incentives<br />

• by Hukill<br />

• General Economic Business Incentives; Revising the sales tax exemption from<br />

the sales tax for certain business purchases of industrial machinery and<br />

equipment and spaceport activities; deleting the limitation on the maximum<br />

amount of tax refunds a business may receive under the qualified defense<br />

contractor and space flight business tax refund program; deleting the limitation<br />

on the maximum amount of tax refunds a business may receive under the tax<br />

refund program for qualified target industry businesses; revising requirements<br />

relating to the review, approval, and award of funds under the Innovation<br />

Incentive Program, etc. Effective Date: Except as otherwise expressly provided in<br />

this act, and except for this section which shall take effect upon becoming law,<br />

this act shall take effect July 1, 2014.<br />

• ACTION: Died on Calendar<br />

____________________<br />

SB 1180 - Relating to State Employee Salaries<br />

• by Soto<br />

• General State Employee Salaries; Citing this act as the “State Employee Fairness<br />

Act”; providing a competitive pay adjustment for state employees, etc.<br />

APPROPRIATION: Indeterminate Effective Date: July 1, 2013<br />

• ACTION: Died in Governmental Oversight and Accountability<br />

_____________________<br />

SB 1244 - Relating to County Contributions to the Medicaid Program<br />

• by Soto<br />

• General County Contributions to the Medicaid Program; Creating a study group<br />

to evaluate the percentage of funds that counties are required to contribute to the<br />

Medicaid program; requiring that the study group provide recommendations to<br />

the Governor and Legislature, etc. Effective Date: July 1, 2013<br />

• ACTION: Died in Health Policy<br />

_______________________<br />

SB 684 - Relating to Preference in Award of State Contracts<br />

• by Hays<br />

• General Preference in Award of State Contracts; Expanding provisions that<br />

require an agency, university, college, school district, or other political<br />

subdivision of the state to provide preferential consideration to a Florida business<br />

in awarding competitively bid contracts to purchase personal property to include<br />

the purchase of construction services; requiring counties and municipalities to<br />

provide such preferential consideration; providing that for specified competitive<br />

solicitations the authority to grant preference supersedes any local ordinance or<br />

regulation that restricts specified contractors from competing for an award based<br />

upon certain conditions, etc. Effective Date: July 1, 2013<br />

• ACTION: Died in Community Affairs<br />

Page 438 of 631 Posted at 6:15 p.m. on June 10, 2013


_______________________________________________________<br />

SB 1392 Relating to Retirement<br />

• By Simpson<br />

• Retirement; Providing that a member initially enrolled in the Florida Retirement<br />

System after a certain date is vested in the pension plan after 10 years of<br />

creditable service; prohibiting members of the Elected Officers’ Class from<br />

joining the Senior Management Service Class after a specified date; requiring<br />

certain employees initially enrolled in the Florida Retirement System on or after<br />

a specified date to be compulsory members of the investment plan; authorizing<br />

certain employees to elect to participate in the pension plan, rather than the<br />

default investment plan, within a specified time, etc. Effective Date: January 1,<br />

2014<br />

• ACTION: Temporarily Postponed on Second Reading<br />

Compare Bills<br />

HB 7011 - Relating to Florida Retirement System<br />

• by Government Operations Subcommittee, Brodeur<br />

• ACTION: Received; Referred to Governmental Oversight and Accountability;<br />

Community Affairs; Appropriations on 4/03/13<br />

____________________<br />

HB 203 - Relating to Agricultural Lands<br />

• by Beshears<br />

CoSponsors: Adkins, Albritton, Caldwell, Combee, Edwards, Raburn, Raschein, V<br />

an Zant CS Sponsors: Local & Federal Affairs Committee, Agriculture & Natural<br />

Resources Subcommittee<br />

• General Agricultural Lands: Prohibits governmental entity from adopting or<br />

enforcing any prohibition, restriction, regulation, or other limitation or from<br />

charging fee on specific activity of bona fide farm operation on land classified as<br />

agricultural land under certain circumstances. Effective Date: July 1, 2013<br />

• ACTION: Referred to Agriculture; Environmental Preservation and<br />

Conservation; Appropriations Subcommittee on Finance and Tax;<br />

Appropriations<br />

SIMILAR BILLS<br />

Attachment #3<br />

Page 19 of 21<br />

SB 1190 - Relating to Agricultural Lands<br />

• by Brandes<br />

• General Agricultural Lands; Prohibiting a governmental entity from adopting or<br />

enforcing any prohibition, restriction, regulation, or other limitation or from<br />

charging a fee on a specific agricultural activity of a bona fide farm operation on<br />

land classified as agricultural land under certain circumstances, etc. Effective<br />

Date: July 1, 2013<br />

• ACTION: Placed on Special Order Calendar for April 29, 2013 - If Received<br />

Page 439 of 631 Posted at 6:15 p.m. on June 10, 2013


_______________<br />

HB 1193 - Relating to Taxation Of Property<br />

• by Beshears, Raburn CoSponsors: Albritton, Edwards, Steube CS Sponsors: State<br />

Affairs Committee<br />

• General Taxation Of Property: Deletes authorization for value adjustment board<br />

upon its own motion to review lands classified by property appraiser as<br />

agricultural or nonagricultural; deletes requirement that property appraiser must<br />

reclassify as nonagricultural certain lands that have been zoned to<br />

nonagricultural use; deletes authorization for board of county commissioners to<br />

reclassify as nonagricultural certain lands that are contiguous to urban or<br />

metropolitan development; deletes evidentiary presumption that land is not<br />

being used primarily for bone fide agricultural purposes if it is purchased for<br />

certain amount above its agricultural assessment; deletes authorization for value<br />

adjustment board upon its own motion to review property granted or denied<br />

classification by property appraiser as historic property that is being used for<br />

commercial or certain nonprofit purposes; deletes authorization for value<br />

adjustment board upon its own motion to review land granted or denied highwater<br />

recharge classification by property appraiser; deletes authorization for<br />

value adjustment board to review property tax exemptions upon its own motion<br />

or motion of property appraiser & deletes certain notice requirements relating to<br />

review of such exemptions; provides for retroactive application. Effective Date:<br />

upon becoming a law<br />

• ACTION: Placed on Special Order Calendar for 04/26/13<br />

SIMILAR BILLS<br />

SB 1200 - Relating to Taxation of Property<br />

• by Simpson<br />

• General Taxation of Property; Deleting authorization for a value adjustment<br />

board upon its own motion to review lands classified by a property appraiser as<br />

agricultural or nonagricultural; deleting a requirement that the property<br />

appraiser must reclassify as nonagricultural certain lands that have been zoned to<br />

a nonagricultural use; deleting authorization for a value adjustment board upon<br />

its own motion to review property granted or denied classification by a property<br />

appraiser as historic property that is being used for commercial or certain<br />

nonprofit purposes, etc. Effective Date: Upon becoming a law and apply<br />

retroactively to January 1, 2012.<br />

• ACTION: Placed on Special Order Calendar for April 29, 2013 - If Received<br />

_________________<br />

HB 391 - Relating to Exemptions from Tax On Sales, Use, & Other<br />

Transactions<br />

• by Magar CoSponsors: Ahern, Combee, Renuart, Rodrigues<br />

(R), Rooney, Santiago<br />

• General Exemptions from Tax On Sales, Use, & Other Transactions: Revises<br />

limitations, conditions, criteria, & definitions relating to exempting certain<br />

Attachment #3<br />

Page 20 of 21<br />

Page 440 of 631 Posted at 6:15 p.m. on June 10, 2013


usiness purchases of industrial machinery & equipment from sales tax; exempts<br />

from sales tax industrial machinery purchased for exclusive use in spaceport<br />

activities or use in businesses that manufacture, process, compound, or produce<br />

for sale items of tangible personal property at fixed locations; deletes limitations<br />

& restrictions relating to exemption for machinery & equipment used under<br />

federal procurement contract. Effective Date: upon becoming a law<br />

• ACTION: Bill to be Discussed During the Office of EDR's Revenue Estimating<br />

Impact Conference, 04/19/13, 9:00 am, 117 K (No Votes Will Be Taken)<br />

Contact Information:<br />

Dr. Jeffrey Sharkey<br />

Capitol Alliance Group<br />

106 E. College Ave. Suite 640<br />

Tallahassee, FL 32301<br />

(850)224-1660<br />

Dr. Jeff Sharkey – jeff@capitolalliancegroup.com<br />

Attachment #3<br />

Page 21 of 21<br />

Page 441 of 631 Posted at 6:15 p.m. on June 10, 2013


Commissioners<br />

BILL PROCfOR<br />

District 1<br />

JANE G. SAULS<br />

District 2<br />

JOHN DAILEY<br />

District 3<br />

BRYAN DESLOGE<br />

District 4<br />

KRISTIN DOZIER<br />

District 5<br />

MARY ANN LINDLEY<br />

At-Large<br />

NICK MADDOX<br />

At-Large<br />

VINCENT S. LONG<br />

County Administrator<br />

HERBERT W.A. THIELE<br />

County Attorney<br />

Leon County<br />

Board of County Commissioners<br />

30 I South Monroe Street, Tullahussee, Floridu 3230 I<br />

(850) 606-5302 www·.Ieoncountyfl.gov<br />

March 27,2013<br />

Governor Rick Scott<br />

Executive Office of the Governor<br />

400 S. Monroe Street<br />

Tallahassee, FL 32399-0001<br />

President Don Gaetz<br />

409, The Capitol<br />

404 S. Monroe Street<br />

Tallahassee, FL 32399-1100<br />

Speaker Will Weatherford<br />

420, The Capitol<br />

402 S. Monroe Street<br />

Tallahassee, FL 32399-1300<br />

Dear Governor Scott, President Gaetz, and Speaker Weatherford:<br />

Attachment #4<br />

Page 1 of 3<br />

On behalf of the Leon County Board of County Commissioners, I would like to offer the<br />

attached Resolution regarding the County's position on endorsing and supporting an acrossthe-board<br />

pay raise for state of Florida employees.<br />

Leon County has 20,961 state employees, who are our family, neighbors, and friends. Their<br />

success enhances the quality of life for all Leon County residents. As such, the declining real<br />

income of our state employee workforce hinders our entire local economy. An across-theboard<br />

increase for state employees will have broad benefits for our community, resulting<br />

millions of dollars in additional income and greater purchasing power of our residents. This<br />

will significantly enhance our local businesses and, in tum, create more private sector jobs.<br />

The proposed Resolution respectfully urges the Florida Legislature to grant an across-the-board<br />

salary increase for state employees.<br />

If you have any questions or comments concerning the aforementioned positions, please<br />

contact Cristina Paredes, Intergovernmental Affairs and Special Projects Coordinator<br />

aredesc leoncount fl. ov).<br />

cc: Leon County Legislative Delegation<br />

Board of County Commissioners<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

Ken Morris, Director of Economic Development and Business Partnerships<br />

Cristina Paredes, Intergovernmental Affairs and Special Projects Coordinator<br />

Jeff Sharkey, Capitol Alliance Group<br />

Jeanette Wynn, President, American Federation of State, County, and Municipal<br />

Employees<br />

Page 442 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

"People Focused. Performance Driven."


RESOLUTION NO. 13-.flB._<br />

Attachment #4<br />

Page 2 of 3<br />

A RESOLUTION <strong>OF</strong> THE<br />

<strong>BOARD</strong> <strong>OF</strong> <strong>COUNTY</strong> <strong>COMMISSIONERS</strong> <strong>OF</strong> <strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong>,<br />

ENDORSING AND SUPPORTING AN ACROSS- THE-<strong>BOARD</strong> PAY RAISE FOR<br />

STATE <strong>OF</strong> <strong>FLORIDA</strong> EMPLOYEES<br />

Whereas, the state of Florida is the largest employer in the Leon County employing<br />

over 20,000 individuals; and<br />

Whereas, these individuals are our family members, neighbors, and friends, and their<br />

success enhances the quality of life for all residents; and<br />

Whereas, state workers have not received a general pay ra1se or cost of living<br />

adjustment in six years; and<br />

Whereas, Florida is the fourth largest state in nation, yet ranks last in the number of<br />

state employees per 10,000 residents and in the amount of labor cost for state public services;<br />

and<br />

Whereas, state workers are a critical component to the financial stability of Leon<br />

County's local economy; and<br />

Whereas, a salary increase for state employees will result in millions of dollars being<br />

invested in our community and will provide a direct benefit to our business community, our<br />

local economy, and to our citizens: and<br />

Whereas, state workers are deserving of a pay increase as exemplified by their hard<br />

work and service to our community and the state of Florida.<br />

Page 443 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #4<br />

Page 3 of 3<br />

Now, Therefore, Be It Resolved, due to the positive economic impact upon the Leon<br />

County and the improvement in the quality of life for the Leon County's residents, the Board<br />

of County Commissioners of Leon County, Florida respectfully urges the Florida Legislature<br />

to grant a salary increase for all state employees for the upcoming fiscal year.<br />

This resolution shall take effect immediately upon its adoption.<br />

DONE, ADOPTED, AND PASSED by the Board of County Commissioners of Leon<br />

County, Florida, this 12th day ofMarch, 2013.<br />

ATTESTED BY:<br />

APPROVED AS TO FORM:<br />

. A. Thiele, Esq.<br />

County Attorney<br />

Page 444 of 631 Posted at 6:15 p.m. on June 10, 2013


Board of County Commissioners<br />

Leon County, Florida<br />

Policy No. 01-05<br />

Title: Rules of Procedure for Meetings of the Leon County Board of County<br />

Commissioners<br />

Date Adopted: March 13, 2012<br />

Effective Date: March 13, 2012<br />

Reference: Robert’s Rules of Order Revised<br />

1.08.1<br />

Policy Superseded: Policy No. 01-05, “Rules of Procedure for Meetings of the Leon County<br />

Board of County Commissioners,” revised December 8, 2009; Policy No. 01-<br />

05, “Rules of Procedure for Meetings of the Leon County Board of County<br />

Commissioners,” revised January 9, 2007; Policy No. 01-05, “Rules of<br />

Procedure for Meetings of the Leon County Board of County<br />

Commissioners,” revised March 28, 2006; Policy No. 01-05, “Rules of<br />

Procedure for Meetings of the Leon County Board of County<br />

Commissioners,” revised December 14, 2004; Policy No. 01-05, “Rules of<br />

Procedure for Meetings of the Leon County Board of County<br />

Commissioners,” revised September 17, 2002; Policy No. 01-05, “Rules of<br />

Procedure for Meetings of the Leon County Board of County<br />

Commissioners,” revised January 13, 2004; Policy No. 92-11, “Citizen<br />

Inquiry Processing,” adopted September 8, 1992<br />

It shall be the policy of the Board of County Commissioners of Leon County, Florida, that a revised<br />

Policy No. 01-05 is hereby adopted. It is the policy of the Leon County Board of County<br />

Commissioners that these Rules of Procedure shall govern all official meetings of the Board of<br />

County Commissioners. The members of the Board, County Administrator, County Attorney, staff,<br />

and the public shall adhere to these rules, to wit:<br />

I. Governing Rules.<br />

Except as may be provided by these rules or by law, questions of order, the methods of<br />

organization and the conduct of business of the Board shall be governed by Robert’s Rules of<br />

Order Revised in all cases in which they are applicable.<br />

II. Open to the Public.<br />

Attachment #6<br />

Page 1 of 11<br />

A. Meetings Open to Public. All meetings of the Leon County Board of County<br />

Commissioners shall be open to the public in accordance with the Florida<br />

Government in the Sunshine Law, Section 286.011, Florida Statutes.<br />

Page 1 of 11<br />

Page 446 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #6<br />

Page 2 of 11<br />

Rules of Procedure for Meetings of the Board of County Commissioners 1.08.01<br />

Policy No. 01-05<br />

B. Exempt Meetings. The exception shall be those meetings statutorily exempt, such as<br />

executive collective bargaining sessions, Section 447.605(1), F.S., meetings<br />

regarding risk management claims, Section 768.28(15), F.S., and litigation meetings<br />

pursuant to Section 286.011(8) F.S. The Board shall follow all statutory<br />

requirements for exempt meetings.<br />

C. Seating Capacity. Due to the need to comply with seating capacity requirements of<br />

the Fire Code, there may be occasions when entrance by the public to the<br />

Commission Chambers or other meeting rooms shall be limited.<br />

D. Accessibility. All meetings of the Commission will be conducted in a publicly<br />

accessible building.<br />

E. Signs, Placards, Banners. For public safety purposes, no signs or placards mounted<br />

on sticks, posts, poles or similar structures shall be allowed in County Commission<br />

meeting rooms. Other signs, placards, banners, shall not disrupt meetings or interfere<br />

with others’ visual rights.<br />

III. Quorum.<br />

A. Quorum. A majority of the entire Board shall constitute a quorum. No ordinance,<br />

resolution, policy, or motion shall be adopted by the Board without the affirmative<br />

vote of the majority of the members present or, if required by the Florida Statutes, an<br />

extraordinary majority vote of the members present.<br />

B. Remaining in Chambers. During a Board meeting, Commissioners should remain in<br />

the Chambers at all times unless an emergency or illness should occur.<br />

Commissioners present in the meeting should not absent themselves for a particular<br />

item.<br />

C. Participation by Absent Commissioner: Upon the determination by a majority of the<br />

Board of County Commissioners present in the Commission Chambers and voting,<br />

that extraordinary circumstances exist to justify the absence of any County<br />

Commissioner from said meeting, and assuming a quorum of the Board of County<br />

Commissioners is otherwise present, the Board may allow the participation of the<br />

physically absent County Commissioner. The physically absent Commissioner may<br />

not vote on any motion authorizing such participation. The physically absent Count<br />

Commissioner must take all steps necessary to provide an interactive communication<br />

between the County Commission meeting location and the location of the physically<br />

absent County Commissioner, and at a minimum must provide interactive voice<br />

communication, but should also endeavor to provide interactive video<br />

communication whenever possible. In instances in which the physically absent<br />

County Commissioner participates in the meeting, this Commissioner shall also be<br />

allowed to cast his/her vote, but only to the extent that the physically active County<br />

Commissioner’s vote does not break a tie vote of those Commissioner present in<br />

Commissioner Chambers and voting. The decision of the Board of County<br />

Commissioners shall take place before the subject meeting, preferably at a prior<br />

meeting, and shall be based upon the facts and circumstances of each such request.<br />

Page 2 of 11<br />

Page 447 of 631 Posted at 6:15 p.m. on June 10, 2013


Attachment #6<br />

Page 3 of 11<br />

Rules of Procedure for Meetings of the Board of County Commissioners 1.08.01<br />

Policy No. 01-05<br />

D. Conflict of Interest. Any member of the Commission who announces a conflict of<br />

interest on a particular matter pursuant to Section 112.3143 or Section 286.012,<br />

Florida Statutes, and decides to refrain from voting or otherwise participating in the<br />

proceedings related to that matter, shall be deemed present for the purpose of<br />

constituting a quorum.<br />

E. Loss of Quorum. In the event that a Commissioner is required to depart a Board<br />

meeting prior to adjournment, and the departure causes a loss of quorum, no further<br />

official action may be taken until or unless a quorum is restored, other than<br />

adjournment.<br />

F. No Quorum. Should no quorum attend within 30 minutes after the hour appointed<br />

for the meeting of the Commission, or upon a meeting having commenced with a<br />

quorum, which quorum shall have been lost, the Chair or the Vice Chair, or in their<br />

absence, another Commissioner, in order of seniority, shall adjourn the meeting. The<br />

names of the members present and their action at such meeting shall be recorded in<br />

the minutes by the Clerk.<br />

IV. Presiding Officer.<br />

A. Chairman. The Presiding Officer is the Chairman of the Leon County Board of<br />

County Commissioners. The Chairman presides at all meetings of the Board. The<br />

Chairman’s responsibilities shall include, but not be solely limited to:<br />

1. Open the meeting at the appointed time and call the meeting to order, having<br />

ascertained that a quorum is present.<br />

2. Announce the business to come before the Board, in accordance with the<br />

prescribed order of business.<br />

3. Recognize all Commissioners, the County Administrator, and the County<br />

Attorney, who seek the floor under correct procedure. All questions and<br />

comments are to be directed through the Chairman and restated by him or<br />

her, and he or she declares all votes. The Chairman shall repeat every motion<br />

and state every question coming before the Commission, and announce the<br />

decision of the Commission on all matters coming before it.<br />

4. Preserve decorum and order, and in case of disturbance or disorderly conduct<br />

in the Commission Chambers, may cause the same to be cleared or cause any<br />

disruptive individual to be removed.<br />

5. Call to order any member of the Board who violates any of these procedures<br />

and, when presiding, decide questions of order, subject to a majority vote on<br />

a motion to appeal.<br />

6. Expedite business in every way compatible with the rights of the members.<br />

Page 3 of 11<br />

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Attachment #6<br />

Page 4 of 11<br />

Rules of Procedure for Meetings of the Board of County Commissioners 1.08.01<br />

Policy No. 01-05<br />

7. Remain objective. For the Chairman to make a motion, the gavel must be<br />

relinquished. Based upon these Rules & Procedures, the gavel shall be<br />

relinquished in the following order:<br />

(a) to the Vice Chair;<br />

(b) to other Commissioners based upon seniority.<br />

The “Rule Against Chair’s Participation in Debate” states that the presiding<br />

officer who relinquishes the chair should not return to it until the pending<br />

main question has been disposed of, since he or she has shown himself or<br />

herself to be partisan as far as that particular matter is concerned.<br />

8. Declare the meeting adjourned when the Board so votes, or at any time in the<br />

event of an emergency affecting the safety of those present.<br />

B. Vice Chairman. In the absence of the Chairman or in the event of the Chairman’s<br />

inability to serve by reason of illness or accident, the Vice Chairman shall perform<br />

the duties and functions of the Chairman until the Chairman’s return to the County or<br />

recovery and resumption of duty.<br />

V. Order of Business.<br />

A. Official Agenda. There shall be an official agenda for every meeting of the<br />

Commission, which shall determine the order of business conducted at the meeting.<br />

All proceedings and the order of business at all meetings of the Commission shall be<br />

conducted in accordance with the official agenda.<br />

B. Agenda Form; Availability; Support Information. The agenda shall be prepared by<br />

the County Administrator in appropriate form approved by the Commission. The<br />

County Administrator shall make available to the Commissioners a copy of the<br />

agenda before the meeting. All support information for agenda items shall be<br />

available no later than the morning of the business day before the regular meeting. If<br />

the support information is not available, the agenda item shall be removed from the<br />

agenda and considered at a later meeting.<br />

C. Agenda Format for Regular Meeting. The agenda format for a regular Commission<br />

meeting shall be in substantially the form as set forth below:<br />

1. Call to Order, Invocation and Pledge of Allegiance<br />

2. Awards and Presentations<br />

3. Consent<br />

4. Citizens to be Heard on Non-Agendaed Items (3-minute limit; non-discussion<br />

by Commission)<br />

5. General Business<br />

6. Scheduled Public Hearings, 6:00 p.m.<br />

7. County Attorney<br />

8. County Administrator<br />

9. Citizens to be Heard on Non-Agendaed Items<br />

10. Discussion Items by Commissioners<br />

11. Adjourn<br />

Page 4 of 11<br />

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Attachment #6<br />

Page 5 of 11<br />

Rules of Procedure for Meetings of the Board of County Commissioners 1.08.01<br />

Policy No. 01-05<br />

D. Invocation procedures. The following procedures are not intended, and shall not be<br />

implemented or construed in any way, to affiliate the Board with, nor express the<br />

Board’s preference for, any particular faith or religious denomination, and shall be<br />

utilized for the scheduling and offering of invocations at Board meetings.<br />

1. The County Administrator, or designee, shall compile a list of religious<br />

congregations and assemblies in Leon County. The list shall be compiled<br />

from information reasonably available from a variety of sources, such as the<br />

telephone book, Internet, and the local chamber of commerce. The list<br />

should be updated on an annual basis.<br />

2. Each Commissioner, on a rotational basis, shall offer the invocation or extend<br />

an invitation either to a leader of a religious congregation or assembly on the<br />

list or otherwise choose a person to offer the invocation, making every<br />

reasonable effort to ensure that individuals from a variety of faiths and<br />

beliefs are scheduled.<br />

3. Should the individual scheduled to offer the invocation not be present at the<br />

meeting, the invocation may be offered pursuant to the Chairman’s<br />

invitation.<br />

4. The invocation should be limited to not more than 3 minutes.<br />

5. Invocations shall be nonsectarian and shall avoid advancing one faith or<br />

belief.<br />

6. Participation in the invocation by persons in attendance at Board meetings is<br />

voluntary.<br />

E. Consent Agenda. On the portion of the agenda designated as “Consent,” all items<br />

contained therein may be voted on with one motion. Consent items are considered to<br />

be routine in nature, are typically non-controversial and do not deviate from past<br />

Board direction or policy. However, any Commissioner, the County Administrator,<br />

or the County Attorney may withdraw an item from the consent agenda, provided<br />

that such request is made in writing 24 hours (excluding holidays) before the subject<br />

meeting, and it shall then be voted on individually.<br />

F. Citizens to be Heard on Non-Agendaed Items (first). On the portion of the agenda<br />

designated as the first “Citizens to be Heard on Non-Agendaed Items” (3-minute<br />

limit; non-discussion by Commission), there shall be no debate and no action by the<br />

Commission.<br />

G. General Business. General business items are items of a general nature that require<br />

Board direction or pertain to Board policy.<br />

Page 5 of 11<br />

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Attachment #6<br />

Page 6 of 11<br />

Rules of Procedure for Meetings of the Board of County Commissioners 1.08.01<br />

Policy No. 01-05<br />

H. Scheduled Public Hearings, 6:00 p.m. Prior to placing a matter on the agenda that<br />

requires a public hearing, the consent of the Commission is required pursuant to<br />

Section V, Subsection K (Placing Items on Agenda) of this policy. Public hearings<br />

shall be held as required to receive public comments on matters of special<br />

importance or as prescribed by law. For regular Board meetings, public hearings<br />

shall be heard at 6:00 p.m., or as soon thereafter as is possible. This time designation<br />

is intended to indicate that an item will not be addressed prior to the listed time.<br />

Individual speakers are encouraged to adhere to a three (3) minute time limit when<br />

speaking on issues scheduled for public hearing. The Chairman has the discretion to<br />

either extend or reduce time limits, based on the number of speakers.<br />

I. Citizens to be Heard on Non-Agendaed Items (second). On the portion of the agenda<br />

designated near the end of the meeting as the “Citizens to be Heard on Non-<br />

Agendaed Items” (3-minute limit), there may be debate by the Commission, but the<br />

Commission shall take no policy action except to agenda the topic for a later date or<br />

by a unanimous vote of the Board.<br />

J. Discussion Items by Commissioners. On the portion of the agenda designated at<br />

“Discussion Items by Commissioners,” no assignments shall be given to the County<br />

Administrator or County Attorney without the express approval of the majority of the<br />

Board. The Board shall take no policy action without an agenda item unless such is<br />

accomplished through a unanimous vote of the Board. The remarks of each<br />

commissioner during his or her “discussions items” time shall be limited to no more<br />

than three (3) minutes, unless the Chairman extends the time.<br />

K. Departure from Order of Business. Any departure from the order of business set<br />

forth in the official agenda shall be made only upon majority vote of the members of<br />

the Commission present at the meeting.<br />

L. Placing Items on Agenda. With the consent of the Commission as a whole, matters<br />

may be placed on the agenda by any member of the Commission, the Administrator,<br />

or the County Attorney. When a Commissioner wishes to place a matter on the<br />

agenda, the Commissioner shall raise the matter at a regular Commission meeting,<br />

and seek the Commission’s consent for inclusion of the matter on the next available<br />

regular agenda. A Commissioner may not unilaterally add a matter to an agenda<br />

without the Commission’s prior approval.<br />

Prior to placing a matter on the agenda that requires a public hearing, the consent of<br />

the Commission is required. A request to schedule the public hearing shall be placed<br />

on the Consent Agenda for consideration by the Commission. Upon the<br />

Commission’s approval of the request to schedule a public hearing, the public<br />

hearing shall then be scheduled for inclusion on the next available regular agenda. In<br />

addition, the Commission may direct the scheduling of a matter that requires a public<br />

hearing by a majority vote. This rule of procedure does not apply to zoning and site<br />

and development plan approvals, which are placed on the agenda by staff pursuant to<br />

County Code and general law.<br />

Page 6 of 11<br />

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Attachment #6<br />

Page 7 of 11<br />

Rules of Procedure for Meetings of the Board of County Commissioners 1.08.01<br />

Policy No. 01-05<br />

M. Additions, Deletions, or Corrections to Agenda. Deletions or corrections to the<br />

agenda may be considered by the Commission and adopted by the passage of a single<br />

motion. Non-agenda matters shall be confined to items that are informational only.<br />

“Add On” agenda items (items that missed the deadline for agenda preparation for<br />

the meeting) should be considered by the Commission only in exigent circumstances,<br />

for issues that are time critical or cost sensitive to the County. For such matters, the<br />

Chairman, County Administrator and County Attorney should be consulted in<br />

advance of the meeting to approve of the “Add On” agenda item. If the “Add On”<br />

agenda is approved, the Agenda Coordinator should modify and reprint the agenda<br />

table of contents for redistribution to all persons who receive the initial agendas.<br />

Furthermore, the County’s web site should be updated to reflect the new agenda. For<br />

matters of extreme emergency, a special meeting of the Commission may be called<br />

by the Chairman upon adequate notice being provided under Section 286.011,<br />

Florida Statutes.<br />

N. Announcing Agenda Items. The Chairman shall announce each item on the agenda.<br />

The County Administrator or County Attorney shall then present the item to the<br />

Board.<br />

VI. Parliamentarian.<br />

The County Attorney shall act as parliamentarian and shall advise and assist the Chairman in<br />

matters of parliamentary law. In the absence of a Rule of Procedure as provided for by these<br />

Rules, the parliamentarian shall refer to Robert’s Rules of Order Revised on all rulings.<br />

VII. Rules of Debate.<br />

A. Decorum.<br />

1. Every Commissioner desiring to speak should address the Chairman, and<br />

upon said recognition by the Chairman, should confine discussion to the<br />

question under debate, avoiding all personalities and indecorous language.<br />

2. Commissioners shall refrain from: attacking a member’s motives; speaking<br />

adversely on a prior motion not pending; speaking while the Chairman or<br />

other Board members are speaking; speaking against their own motions; and<br />

disturbing the Board.<br />

3. A member once recognized should not be interrupted when speaking unless<br />

said member is being called to order. The member should then cease<br />

speaking until the question of order is determined, without debate, by the<br />

Chairman. If in order, said member shall be at liberty to proceed.<br />

4. A member shall be deemed to have yielded the floor when he or she has<br />

finished speaking. A member may claim the floor only when recognized by<br />

the Chairman.<br />

Page 7 of 11<br />

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Attachment #6<br />

Page 8 of 11<br />

Rules of Procedure for Meetings of the Board of County Commissioners 1.08.01<br />

Policy No. 01-05<br />

B. Motions.<br />

1. A motion and a second to the motion is to precede any action on an agenda<br />

matter unless there are speakers to be heard on the agenda matter.<br />

2. All motions shall be made and seconded before debate.<br />

3. When a motion is presented and seconded, it is under consideration and no<br />

other motion shall be received thereafter, except to: adjourn, to lay on the<br />

table, to postpone, to substitute, or to amend until the question is decided.<br />

These motions shall have preference in the order in which they are<br />

mentioned.<br />

4. Any Commissioner may move to close debate and call the question on the<br />

motion being considered which shall be nondebatable. A successful vote on<br />

the motion to close debate will end discussion of the item. The Commissioner<br />

moving the adoption of an ordinance, resolution or motion shall have the<br />

privilege of closing the debate.<br />

5. If the Chairman wishes to put forth a motion, he or she shall relinquish the<br />

Chair to the Vice Chairman until the main motion, on which he or she spoke,<br />

has been disposed. The Chairman may second any main motion made by<br />

another Commissioner.<br />

6. The following motions are not debatable: to adjourn; to lay on the table; to<br />

take from the table; to call the question.<br />

C. Motions to Amend. An amendment to a motion must be germane, that is, it must<br />

relate to the substance of the main motion. An amendment may not introduce an<br />

independent question, and an amendment may not serve as the equivalent of rejecting<br />

the original motion. A Commissioner may amend the main motion in either of the<br />

following two ways:<br />

VIII. Voting.<br />

1. By Consent of the Members. The Chairman, or another Commissioner<br />

through the Chairman, may ask for certain changes to be made to the main<br />

motion. If there are no objections from the maker of the motion, the motion<br />

shall stand as amended.<br />

2. Formal Amendment. An amendment may be presented formally by moving<br />

to amend the motion in some way. If it is in the form of a formal motion to<br />

amend, a second shall be required and discussion shall follow on the<br />

amendment. If an amendment passes, the main motion shall be the motion as<br />

amended. If it fails, the motion shall be the motion as it was before the<br />

amendment was presented.<br />

A. Voice Vote. Unless otherwise directed by the Chairman, all votes shall be taken by<br />

voice.<br />

Page 8 of 11<br />

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Attachment #6<br />

Page 9 of 11<br />

Rules of Procedure for Meetings of the Board of County Commissioners 1.08.01<br />

Policy No. 01-05<br />

B. Tabulating the Vote. The Chairman shall tabulate the votes and announce the results.<br />

Upon any roll call, there shall be no discussion by any Commissioner prior to<br />

voting, and each Commissioner shall vote “aye” or “nay.”<br />

C. Voting. Every member who was in the Commission Chambers when the question<br />

was put must give his or her vote, unless the member has publicly stated that he or<br />

she is abstaining from voting due to a conflict of interest pursuant to Sections<br />

112.3143 or 286.012, Florida Statutes. If any Commissioner declines to vote “aye”<br />

or “nay” by voice, his or her silence shall be counted as an “aye” vote.<br />

D. Absent for Vote; Changing Vote. Any Commissioner momentarily absent for a vote<br />

on a particular item may record his or her vote, and any Commissioner may change<br />

his or her vote before the next item is called for consideration, or before a recess or<br />

adjournment is called, whichever occurs first, but not thereafter, except with the<br />

consent of all the Commissioners who voted thereon.<br />

E. Voting Conflict. No Commissioner shall vote on a matter when the Commissioner<br />

has a voting conflict of interest as specified in Section 112.3143 or Section 286.011,<br />

Florida Statutes. A Commissioner abstaining from voting due to a conflict shall<br />

announce the conflict prior to discussion on the matter. Within fifteen (15) days<br />

following that Commission meeting, the Commissioner shall file with the Clerk a<br />

Form 8B “Memorandum of Voting Conflict” which describes the nature of the<br />

interest in the matter. Form 8B shall be received by the Clerk and incorporated into<br />

the meeting minutes as an exhibit.<br />

F. Majority Vote; Extraordinary Majority Vote; Tie Vote. The passage of any motion,<br />

policy, ordinance or resolution shall require the affirmative vote of at least the<br />

majority of the members of the Commission who are present and eligible to vote. If<br />

an extraordinary majority vote is required by the Florida Statutes, this shall require<br />

the affirmative vote of an extraordinary majority of the members of the Commission<br />

who are present and eligible to vote. In the case of a tie in votes on any proposal, the<br />

proposal fails.<br />

IX. Citizen Input: Addressing the Board of County Commissioners.<br />

A. Citizen Input. The Board recognizes the importance of protecting the right of all<br />

citizens to express their opinions on the operation of County government and<br />

encourage citizen participation in the local government process. The Board also<br />

recognizes the necessity for conducting orderly and efficient meetings in order to<br />

complete County business in a timely manner.<br />

B. Non-Agendaed Inquiries.<br />

1. At regularly scheduled County Commission meetings, the Board provides<br />

two comment periods for citizens to speak on non-agendaed items. These<br />

public comment periods are denoted on the agenda as “Citizens to be Heard<br />

on Non-Agendaed Items.” The remarks of each speaker at the initial<br />

comment period shall be limited to no more than three (3) minutes, unless the<br />

Chairman extends the time.<br />

Page 9 of 11<br />

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Attachment #6<br />

Page 10 of 11<br />

Rules of Procedure for Meetings of the Board of County Commissioners 1.08.01<br />

Policy No. 01-05<br />

Any citizen who did not speak during the first citizen comment period shall<br />

have the opportunity to speak during the second comment period. The<br />

remarks of each speaker at the second comment period shall be limited to no<br />

more than three (3) minutes. The Chairman has the discretion to either<br />

extend or reduce time limits, based on the number of speakers.<br />

2. Any citizens who have non-agendaed inquiries at regularly scheduled County<br />

Commission meetings will be directed to prepare a Citizen Inquiry Form to<br />

gain all the necessary information.<br />

3. The matter will then be addressed by staff in the ensuing days, and the<br />

County Administrator or County Attorney shall report back to the Board of<br />

County Commissioners by written memorandum.<br />

4. If the inquiry is unable to be addressed or resolved by staff, an appropriate<br />

agenda item will be prepared by the County Administrator or County<br />

Attorney if a change in policy, procedures, or ordinances is required and<br />

recommended by staff in order to address the general subject matter of the<br />

inquiry.<br />

5. This procedure shall not be used if “appeal” mechanisms already exist to<br />

address the inquiry.<br />

C. Citizen Input on a Matter Pending Before the Commission. Each person who<br />

addresses the Commission on an agenda item pending before the Commission shall<br />

complete a citizen’s input card and submit the card to the receptionist or to the<br />

Chairman. The remarks of each speaker shall be limited to no more than three (3)<br />

minutes. The Chairman has the discretion to either extend or reduce the time limits,<br />

based on the number of speakers.<br />

D. Public Input at Workshops. Citizen input at Commission Workshops is not permitted<br />

unless an individual is called upon by the Chairman. In such case, each person who<br />

addresses the Commission shall complete a citizen’s input card and submit the card<br />

to the receptionist or to the Chairman. The remarks of each speaker shall be limited<br />

to no more than three (3) minutes. The Chairman has the discretion to either extend<br />

or reduce the time limits, based on the number of speakers. The Commission itself<br />

may also vote to allow public input on a particular matter.<br />

E. Addressing the Commission.<br />

1. When the person’s name is called, the person shall step up to the speaker’s<br />

lectern and shall give the following information in an audible tone of voice<br />

for the minutes:<br />

(a) name;<br />

(b) place of residence or business address;<br />

(c) if requested by the Chairman, the person may be required to state<br />

whether the person speaks for a group of persons or a third party, if<br />

the person represents an organization, whether the view expressed by<br />

the person represents an established policy or position approved by<br />

the organization, and whether the person is being compensated by the<br />

organization.<br />

Page 10 of 11<br />

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Attachment #6<br />

Page 11 of 11<br />

Rules of Procedure for Meetings of the Board of County Commissioners 1.08.01<br />

Policy No. 01-05<br />

2. All remarks shall be addressed to the Commission as a body and not to any<br />

member thereof.<br />

3. No person, other than a member of the Commission, and the person having<br />

the floor, may be permitted to enter into any discussion, either directly or<br />

through a member of the Commission, without permission of the Chairman.<br />

No question may be asked except through the Chairman.<br />

4. Speakers should make their comments concise and to the point, and present<br />

any data or evidence they wish the Commission to consider. No person may<br />

speak more than once on the same subject unless specifically granted<br />

permission by the Chairman.<br />

F. Decorum.<br />

X. Adjournment.<br />

1. Order must be preserved. No person shall, by speech or otherwise, delay or<br />

interrupt the proceedings or the peace of the Commission, or disturb any<br />

person having the floor. No person shall refuse to obey the orders of the<br />

Chairman or the Commission. Any person making irrelevant, impertinent, or<br />

slanderous remarks or who becomes boisterous while addressing the<br />

Commission shall not be considered orderly or decorous. Any person who<br />

becomes disorderly or who fails to confine remarks to the identified subject<br />

or business at hand shall be cautioned by the Chairman and given the<br />

opportunity to conclude remarks on the subject in a decorous manner and<br />

within the designated time limit. Any person failing to comply as cautioned<br />

shall be barred from making any additional comments during the meeting by<br />

the Chairman, unless permission to continue or again address the<br />

Commission is granted by the majority of the Commission members present.<br />

2. If the Chairman or the Commission declares an individual out of order, he or<br />

she will be requested to relinquish the podium. If the person does not do so,<br />

he or she is subject to removal from the Commission Chambers or other<br />

meeting room and may be arrested by the Sheriff subject to Section<br />

810.08(1), Florida Statutes.<br />

3. Any person who becomes disruptive or interferes with the orderly business of<br />

the Commission may be removed from the Commission Chambers or other<br />

meeting room for the remainder of the meeting.<br />

No meeting should be permitted to continue beyond 11:00 P.M. without the approval of a<br />

majority of the Commission. A new time limit must be established before taking a<br />

Commission vote to extend the meeting. In the event that a meeting has not been closed or<br />

continued by Commission vote prior to 11:00 P.M., the items not acted on are to be<br />

continued to 9:00 a.m. on the following day, unless state law requires hearing at a different<br />

time, or unless the Commission, by a majority vote of members present, determines<br />

otherwise.<br />

Page 11 of 11<br />

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MEMORANDUM<br />

To: Leon County Board of Commissioners<br />

From: Patton Boggs LLP<br />

Date: June 3, 2013<br />

Subject: May Update Memo<br />

2550 M Street, NW<br />

Washington, DC 20037<br />

202-457-6000<br />

____________<br />

Facsimile 202-457-6315<br />

Attachment #7<br />

Page 1 of 7<br />

This memo provides an overview of Congressional and Executive Branch activities relevant to Leon<br />

County during the month of May.<br />

Administration Nomination Proceedings<br />

Since our last update, proceedings have continued in Congress to fill Cabinet-level positions that<br />

have been vacated in the Obama Administration.<br />

U.S. Department of Energy. On May 16, in a unanimous vote, the Senate confirmed<br />

Ernest Moniz as Secretary of Energy. Mr. Moniz, a physicist, served as an undersecretary in<br />

the Energy Department in the Clinton administration. Until his confirmation, Mr. Moniz<br />

was the Director of Massachusetts Institute of Technology (MIT) Energy Initiative.<br />

Department of Transportation. On May 22, the Senate held a hearing concerning the<br />

nomination of Mayor Anthony Foxx as the next Secretary of Transportation. While the full<br />

Senate floor vote has not yet been held, it is likely Mr. Foxx will be confirmed. Mr. Foxx is<br />

the outgoing mayor of Charlotte, North Carolina, where his transportation accomplishments<br />

include the development of a streetcar corridor, light rail transit expansion, a major Interstate<br />

expansion, and a runway addition at Charlotte-Douglas International Airport.<br />

U.S. Department of Labor. On May 16, the Senate Committee on Health, Education and<br />

Labor voted in favor of the nomination of Assistant Attorney General Thomas Perez to<br />

serve as Secretary of Labor. A full Senate floor vote has not yet been held for Mr. Perez’s<br />

confirmation. Thomas Perez is currently the head of the U.S. Department of Justice’s Civil<br />

Rights Division.<br />

U.S. Environmental Protection Agency (EPA). On May 16, the Senate Committee on<br />

Environment and Public Works voted favorably on the advancement of the nomination of<br />

Gina McCarthy to be EPA Administrator. The date of a Senate floor vote has yet to be<br />

determined. Gina McCarthy is currently the Assistant Administrator for the Office of Air<br />

and Radiation at the EPA.<br />

U.S. Department of Commerce. On May 23, the Senate held a confirmation hearing to<br />

consider Commerce-nominee Penny Pritzker for Secretary. While she is predicted to be<br />

confirmed, a full Senate floor vote is expected in June. Ms. Pritzker is on the board of the<br />

Chicago-based Hyatt Hotels Corporation.<br />

Page 457 of 631 Posted at 6:15 p.m. on June 10, 2013


Memorandum<br />

Page 2<br />

Attachment #7<br />

Page 2 of 7<br />

FY 2014 Appropriations<br />

Several Senate Appropriations subcommittees are scheduled to hold hearings in June concerning the<br />

FY 2014 appropriations bills including the Subcommittee on Transportation, Housing and Urban<br />

Development, and Related Agencies; Subcommittee on Defense; Subcommittee on Labor, Health<br />

and Human Services, Education, and Related Agencies; Subcommittee on Legislative Branch; and<br />

Subcommittee on Commerce, Justice and Science, and Related Agencies. The House legislative<br />

agenda for June includes consideration of four FY 2014 appropriations bills: Military Construction-<br />

Veterans Affairs (MilCon-VA), Homeland Security, Defense and Agriculture.<br />

Sequestration Updates<br />

Following the recent emergency legislation that enabled the Federal Aviation Administration (FAA)<br />

to transfer funding within its programs in order to avert furloughs and prevent the closure of 149<br />

contract towers, lawmakers have been calling for Congress to provide other agencies similar<br />

flexibility. Particularly in the Senate, a number of measures have been proposed that would give<br />

federal agencies varying degrees of flexibility to allocate funds across budget accounts. None of<br />

these proposals have secured sufficient bipartisan support to move forward as a stand-alone bill, in<br />

part because the White House and Democrats continue to push for a full sequestration replacement<br />

package. However, we anticipate that floor amendments will be offered during House and Senate<br />

consideration of FY 2014 appropriations bills.<br />

Debt Ceiling and Debt Legislation<br />

On May 19, the U.S. officially hit its debt ceiling. The Secretary of Treasury has prepared<br />

“extraordinary measures” to allow the U.S. to operate under the current debt cap. This will provide<br />

Congress with time to consider debt raising legislation without incurring a default until Labor Day.<br />

Tax Reform<br />

In late May, the Congressional Budget Office (CBO) released a report noting that the wealthiest<br />

Americans benefit most from ten of the largest tax expenditures. The CBO estimates that more<br />

than 50 percent of the largest tax expenditures benefit the top fifth of U.S. households based on<br />

income. The Senate Finance Committee continued its series of closed-door committee meetings on<br />

tax reform, issuing its latest Option Paper on May 23 – this one on Economic Security. The closeddoor<br />

meetings are intended to facilitate discussion among senators in an attempt to find where<br />

agreement on policy exists. The sessions are expected to include discussion on most major policy<br />

elements of tax reform.<br />

In the Economic Security paper, the committee aims to: simplify the taxation of retirement savings<br />

and health insurance, minimize the disruption to business practices and employee expectations<br />

inherent in any fundamental tax reform, increase the number of people with enough resources for<br />

an adequate standard of living in retirement, and expand access to health insurance.<br />

Online Travel Sector Tax Collection<br />

Background<br />

The online travel sector tax collection issue affects a significant number of municipalities and<br />

counties across the U.S. The issue has pitted municipalities against online travel companies, such as<br />

Hotels.com. Local governments argue that the online travel companies (OTCs) are obligated to<br />

remit hotel-occupancy taxes based on the retail price that customers pay for hotel rooms. OTCs<br />

Page 458 of 631 Posted at 6:15 p.m. on June 10, 2013


Memorandum<br />

Page 3<br />

collect the tax based on the retail price from their customer (or an equivalent amount), but remit the<br />

tax only on the lower, wholesale amount that the travel company pays the hotel for the room. The<br />

online travel companies then keep the difference. In many states, applicable laws were written prior<br />

to the age of the Internet.<br />

Current Status<br />

The Senate recently passed the Marketplace Fairness Act by the Senate, which would grant states<br />

and local governments the authority to enforce existing sales tax laws by requiring online and catalog<br />

retailers to collect sales tax at the time of transaction; however, the bill does not address the OTC<br />

issue. Local governments in states including Hawaii, California, Texas, Florida and Ohio, to name a<br />

few, have been pursuing law suits and state-level legislative changes in order to address this issue.<br />

In March, a court in Hawaii ruled that a group of online travel companies collectively owe $70<br />

million in penalties in their failure to pay that state’s general excise taxes on hotel rooms they sold<br />

there over an 11-year period. In April, a federal judge in San Antonio ruled in favor of 173 Texas<br />

cities that together filed suit against Hotels.com for $20.03 million in taxes, interest and penalties for<br />

the years 1994 through April 4, 2013, and against Travelocity for $3.13 million for that same period.<br />

Success, however, may be driven on a state-by-state level. In California, 40 municipalities have<br />

claims against the online travel companies – several of which have lost to the OTCs.<br />

We will continue to monitor this issue and keep you informed of any significant developments.<br />

Attachment #7<br />

Page 3 of 7<br />

Tom Brown Park<br />

We have been working with the County and Congressman Steve Southerland (R-FL 2)’s office to<br />

plan a trip for the Congressman to have an in-person look at the Tom Brown Park/FCI properties<br />

possibly in July. In addition, we are continuing to work with the Congressman’s office on other<br />

legislative opportunities with respect to moving the Tom Brown Park legislation.<br />

Grady Dam<br />

As follow-up to Congressman Southerland’s April 17 meeting with the Corps of Engineers, the<br />

Congressman sent a request to the Corps to consider Leon County’s concerns about Grady Dam.<br />

The Congressman’s request included Leon County’s proposed amendments to the permit for Grady<br />

Dam. On May 29, the Corps responded to the Congressman in a letter which is attached<br />

(Attachment #1). In the letter, the Corps agreed to consider additional comments from Leon<br />

County concerning modification of the Corps’ permit in conjunction with Grady County’s permit<br />

modification request. These requests address the amount of water the Grady Dam must release<br />

downstream. Leon County will be following up with the Corps to outline its concerns. Leon<br />

County’s main concern is to assure that there is enough downstream flow to provide adequate<br />

recharge of Lake Iamonia during the time in which Grady County’s “Tired Creek Lake” is filled, or<br />

re-filled after drought conditions lower the normal pool level. The initial filling of Grady County’s<br />

lake could consume between three and five years; the Corps’ environmental analysis used a<br />

computer model which did not address time periods where the Tired Creek Lake was being filled, as<br />

that model only addressed steady-state conditions. Leon County’s comments to the Corps are due<br />

by June 28.<br />

Page 459 of 631 Posted at 6:15 p.m. on June 10, 2013


REPLY TO<br />

ATTENTION <strong>OF</strong>:<br />

Executive Office<br />

Honorable Steve Southerland, II<br />

House of Representatives<br />

2133 Rayburn House Office Building<br />

Washington, DC 20515-1010<br />

Dear Mr. Southerland:<br />

DEPARTMENT <strong>OF</strong> THE ARMY<br />

SAVANNAH DISTRICT, CORPS <strong>OF</strong> ENGINEERS<br />

100 W. OGLETHORPE AVENUE<br />

SAVANNAH, GEORGIA 31401-3640<br />

MAY 2 9 ZU13<br />

Attachment #7<br />

Page 4 of 7<br />

Patton Boggs May 2013 Update<br />

Attachment #1<br />

Page 1 of 2<br />

Please reference our meeting of April 17, 2013, in which we discussed the Department of the<br />

Army permit that was issued to the Grady County Board of County Commissioners authorizing<br />

construction of a fishing lake on Tired Creek, in Grady County, Georgia. This correspondence<br />

relates to the document you provided at this meeting entitled, "Proposed Permit Amendments."<br />

This letter also confirms my receipt of the document transmitted via email on April30, 2013,<br />

prepared on your behalf by EnSafe, Incorporated, entitled "Engineering and Hydrologic<br />

Evaluation Report" (Report), dated February 22, 2013.<br />

As you are aware, on April 19, 2013, the United States Court of Appeals for the Eleventh<br />

Circuit affirmed the District Court's ruling in Georgia River Network and American Rivers v.<br />

USACE, et al., Case No. 4:1 0-cv-00267. Therefore, the courts have confirmed that the US Army<br />

Corps of Engineers fulfilled its statutory obligations under the Clean Water Act and the National<br />

Environmental Policy Act in its evaluation and permitting of the fishing lake. In my<br />

correspondence to you dated November 5, 2012, I offered to attempt to facilitate a meeting<br />

between Leon County and Grady County after the subject appeal decision was released. On<br />

April25, 2013, my staff contacted Grady County and attempted to schedule the meeting,<br />

however, my offer was declined.<br />

As I informed you during our last meeting, a Georgia Administrative Hearing Officer in<br />

Georgia River Network, et al v. Turner, et al, ruled on January 14, 2013, that the stream buffer<br />

variance issued by the Georgia Department ofNatural Resources for construction of the project<br />

was invalid. This ruling was later appealed and overturned. Therefore, this case is no longer an<br />

impediment to Grady County's plans to construct the project.<br />

My staff has completed a preliminary review of the documents you provided. It was my<br />

understanding from our April17, 2013, meeting that new modeling information would be<br />

submitted, however, review of the subject documents revealed that they do not include any new<br />

modeling information. Additionally, the analysis presented in the report does not indicate that<br />

the construction and operation of the fishing lake would result in a previously unidentified,<br />

unacceptable adverse impact to the Ochlocknee River or Lake Iamonia. Furthermore, the<br />

April 30, 2013, email indicates that Leon County possesses additional information related to the<br />

Page 460 of 631 Posted at 6:15 p.m. on June 10, 2013


-2-<br />

Attachment #7<br />

Page 5 of 7<br />

Patton Boggs May 2013 Update<br />

Attachment #1<br />

Page 2 of 2<br />

day-by-day recharge of Lake Iamonia by the Ochlocknee River during peak flow periods. This<br />

information has not yet been presented to the Corps for evaluation.<br />

By letter dated January 7, 2013, Grady County submitted a request for modification of its<br />

Department of the Army permit. The modification includes: (a) relocation of the fill material<br />

borrow site; (b) revision of the compensatory mitigation plan; (c) a change in the type of required<br />

mitigation financial assurances; (d) a change in special permit condition number 25 to correct an<br />

inadvertent error in how the lake is to be filled; and (e) a change in the height of the dam and<br />

lake depth. I have enclosed information regarding correction of the error in special permit<br />

condition number 25 and a copy of the permit modification request.<br />

Based on the above, if you or Leon County wish to submit any additional information<br />

regarding this project, I request that it be submitted with 30 days of the date of this letter so that<br />

it can be considered in my decision regarding proposed modification of the permit.<br />

I appreciate your interest and concern in this matter. If my office can be of any further<br />

assistance, please feel free to contact me.<br />

Enclosures<br />

Sincerely,<br />

-it/k7VI(J/al1<br />

Colonel, US Army<br />

Commanding<br />

Page 461 of 631 Posted at 6:15 p.m. on June 10, 2013


AGREEMENT FOR FEDERAL LOBBYING SERVICES 2010-2013<br />

Attachment #8<br />

Page 1 of 6<br />

'"lAth<br />

THIS AGREEMENT dated this_f7V_ day of December, 2010, by and between <strong>LEON</strong> <strong>COUNTY</strong>, a<br />

political subdivision of the State of Florida, hereinafter referred to as the "County" and Patton Boggs, LLP,<br />

hereinafter referred to as the "Contractor."<br />

WHEREAS, the County has determined that it would be in the best interest of the citizens of Leon<br />

County, Florida, that the County be able to utilize the services of private persons when such services<br />

cannot be reasonably provided by the County; and<br />

WHEREAS, the County has determined that it would be better to contract for these services than<br />

to hire the necessary personnel to satisfy the needs of the County: and<br />

WHEREAS, in order to secure these services, the County has sought and received competitive<br />

bids proposals from contractor for such services.<br />

NOW, THEREFORE, the parties hereto agree as follows:<br />

1. SERVICES TO BE PROVIDED<br />

2. WORK<br />

3. TIME<br />

The Contractor hereby agrees to assist the Board of County Commissioners in enhancing the<br />

County's federal legislative program as approved by the Board each year and outlined in<br />

Attachment #1. Services will be in accordance with the specifications for Leon County Request<br />

for Proposals #BC-08-26-1 0-47, said RFP being incorporated into this agreement as if fully set<br />

out herein.<br />

Any work to be performed shall be upon the written or oral request of the County Administrator or<br />

his representative, which request shall set forth the commencing date of such work and the time<br />

within which such work shall be completed.<br />

The performance of Leon County of any of its obligations under the purchase order or agreement<br />

shall be subject to and contingent upon the availability of funds lawfully expendable for the<br />

purposes of the purchase order or agreement for the current and any future periods provided for<br />

within the bid specifications.<br />

The contract shall be for a period of three (3) years, commencing on January 1, 2011, and shall<br />

continue until December 31, 2013. The services being requested in this contract are specifically<br />

subject to annual budget appropriation by the Board of County Commissioners for each fiscal<br />

year. During the initial three-year period, at the sole option of the County, the agreement may be<br />

extended for no more than one additional two-year period.<br />

4. CONTRACT SUM<br />

The Contractor agrees that for the performance of the services as outlined above, it shall be<br />

remunerated by the County as annotated in the payment schedule on Attachment #1. A total<br />

sum not to exceed $100,000.00 annually for the work and acceptance of it as satisfactory.<br />

5. PAYMENTS<br />

The County will make such payments within thirty (30) days of submission and approval of<br />

invoice for services for monthly installments with an annual total of no more than $100,000.00.<br />

Page 462 of 631 Posted at 6:15 p.m. on June 10, 2013


AGREEMENT BETWEEN <strong>LEON</strong> <strong>COUNTY</strong> AND PATTON BOGGS, LLP<br />

BC-08-26-1 0-4 7<br />

6. STATUS<br />

Attachment #8<br />

Page 2 of 6<br />

The contractor at all times relevant to this Agreement shall be an independent contractor and in<br />

no event shall the Contractor nor any employees or sub-contractors under it be considered to be<br />

employees of Leon County.<br />

7. ASSIGNMENTS<br />

This Contract shall not be assigned or sublet as a whole or in part without the written consent of<br />

the County nor shall the contractor assign any monies due or to become due to him hereunder<br />

without the previous written consent of the County.<br />

8. HOLD HARMLESS<br />

The Contractor agrees to indemnify and hold harmless the County from all claims, damages,<br />

liabilities, or suits of any nature whatsoever arising out of, because of, or due to the breach of this<br />

agreement by the Contractor, its delegates, agents or employees, or due to any act or occurrence<br />

of omission or commission of the Contractor, includingbut not limited to costs and a reasonable<br />

attorney's fee. The County may, at its sole option, defend itself or allow the Contractor to provide<br />

the defense. The Contractor acknowledges that ten dollars ($1 0.00) of the amount paid to the<br />

Contractor is sufficient consideration for the Contractor's indemnification of the County.<br />

9. TERMINATION<br />

The contract may be terminated by the County without cause by giving a minimum of thirty (30)<br />

days written notice of intent to terminate. Contract prices must be maintained until the end of the<br />

thirty (30) day period. The County may terminate this agreement at any time as a result of the<br />

contractor's failure to perform in accordance with these specifications and applicable contract.<br />

The County may retain/withhold payment for nonperformance if deemed appropriate to do so by<br />

the County.<br />

Leon County may terminate this Contract without cause, by giving the Contractor thirty (30) days<br />

written notice of termination. Either party may terminate this Contract for cause by giving the<br />

other party hereto thirty (30) days written notice of termination. The County shall not be required<br />

to give Contractor such thirty (30) day written notice if, in the opinion of the County, the<br />

Contractor is unable to perform its obligations hereunder, or if in the County's opinion, the<br />

services being provided are not satisfactory. In such case, the County may immediately<br />

terminate the Contract by mailing a notice of termination to the seller.<br />

10. AUDITS. RECORDS. AND RECORDS RETENTION<br />

The Contractor shall agree:<br />

To establish and maintain books, records, and documents (including electronic storage media) in<br />

accordance with generally accepted accounting procedures and practices, which sufficiently and<br />

properly reflect all revenues and expenditures of funds provided by the County under this<br />

contract.<br />

To retain all client records, financial records, supporting documents, statistical records, and any<br />

other documents (including electronic storage media) pertinent to this contract for a period of five<br />

(5) years after termination of the contract, or if an audit has been initiated and audit findings have<br />

not been resolved at the end of five (5) years, the records shall be retained until resolution of the<br />

audit findings or any litigation which may be based on the terms of this contract.<br />

2<br />

Page 463 of 631 Posted at 6:15 p.m. on June 10, 2013


AGREEMENT BETWEEN <strong>LEON</strong> <strong>COUNTY</strong> AND PATTON BOGGS, LLP<br />

BC-08-26-1 0-47<br />

ATTACHMENT# 1<br />

Attachment #8<br />

Page 6 of 6<br />

Leon County Legislative Program -The Consultants will assist in enhancing the Board of County<br />

Commissioner's federal legislative program. The Consultant will assist the County in identifying legislative<br />

opportunities and assist in the development of the County's annual list of goals, priorities and specific<br />

proposals to seek appropriation and/or legislative and administrative remedies to strengthen county<br />

programs and services. The consultant will work closely with the County's federal liaison, designee(s),<br />

and other County contract lobbyists (as applicable) in the development and ongoing implementation of<br />

the program and will provide, at a minimum, the following services:<br />

Meet with County staff and elected officials to assist in the development of the County's annual list of<br />

goals, priorities and specific proposals. Identify which of the goals, priorities and specific proposals could<br />

be addressed at the federal level and assist in developing written material on each request to provide<br />

congressional staff.<br />

Provide County staff and the Board of County Commissioners with any new information that may impact,<br />

and actively seek opportunities to enhance the County's federal legislative program and provide options<br />

as to legislative strategy when necessary.<br />

Advocate with Congress, the congressional committees and federal agencies in support of the County's<br />

goals, priorities and projects.<br />

Revise the County's federal legislative program as needed, and as requested by the Board of County<br />

Commissioners through County staff.<br />

Monitor current federal legislation and the budget process and report to the County, both orally and in<br />

writing, any legislative events that may directly or indirectly impact the County. Attend meetings as<br />

necessary.<br />

Provide the County with monthly reports and regular updates on all legislative and budgetary issues that<br />

may impact the County.<br />

Monitor various federal agency actions for potential impact on Leon County and, in the event that action is<br />

needed, advise the County.<br />

The payment schedule for the term of the contract, subsequent to approved invoices, shall be as follows:<br />

January 31, $8,333.33<br />

February 28, $8,333.33<br />

March 31, $8,333.33<br />

April30, $8,333.33<br />

May 31, $8,333.33<br />

June 30, $8,333.33<br />

July 31, $8,333.33<br />

August 31, $8,333.33<br />

September 30, $8,333.33<br />

October 31, $8,333.33<br />

November 30, $8,333.33<br />

December 31, $8,333.37<br />

6<br />

Page 467 of 631 Posted at 6:15 p.m. on June 10, 2013


AGREEMENT BETWEEN <strong>LEON</strong> <strong>COUNTY</strong> AND CAPITAL ALLIANCE GROUP, INC.<br />

BC-08-27 -08-60<br />

5. PAYMENTS<br />

Attachment #9<br />

Page 2 of 6<br />

The County will make such payments within thirty (30) days of submission and approval of invoice<br />

for services according to the following payment schedule:<br />

10/29<br />

11/30<br />

12/31<br />

1/31<br />

6. STATUS<br />

$6,500<br />

$6,500<br />

$6,500<br />

$6,500<br />

2/28<br />

3/31<br />

9124<br />

$6,500<br />

$6,500<br />

$1,000<br />

The contractor at all times relevant to this Agreement shall be an independent contractor and in<br />

no event shall the Contractor nor any employees or sub-contractors under it be considered to be<br />

employees of Leon County.<br />

7. LICENSES<br />

The Contractor shall be responsible for obtaining and maintaining his city or county occupational<br />

license and any licenses required pursuant to the laws of Leon County, the City of Tallahassee, or<br />

the State of Florida. Should the Contractor, by reason of revocation, failure to renew, or any other<br />

reason, fail to maintain his license to operate, the contractor shall be in default as of the date such<br />

license is lost.<br />

8. ASSIGNMENTS<br />

This Contract shall not be assigned or sublet as a whole or in part without the written consent of<br />

the County nor shall the contractor assign any monies due or to become due to him hereunder<br />

without the previous written consent of the County.<br />

9. HOLD HARMLESS<br />

The Contractor agrees to indemnify and hold harmless the County from all claims, damages,<br />

liabilities. or suits of any nature whatsoever arising out of, because of, or due to the breach of this<br />

agreement by the Contractor, its delegates, agents or employees, or due to any act or occurrence<br />

of omission or commission of the Contractor, including but not limited to costs and a reasonable<br />

attorney's fee. The County may, at its sole option, defend itself or allow the Contractor to provide<br />

the defense. The Contractor acknowledges that ten dollars ($10.00) of the amount paid to the<br />

Contractor is sufficient consideration for the Contractor's indemnification of the County.<br />

13. MINORITY BUSINESS ENTERPRISE CM/WBElPARTICIPATION<br />

The Contractor shall meet or exceed the M/WBE participation levels stated in the M/WBE<br />

Participation Statement included as part of the bid response for this project, except when the<br />

County Good Faith Committee approves an exception.<br />

Any "Good Faith Statemenf' provided by a Contractor shall follow the requirements of the Florida<br />

Statutes, and must demonstrate through documentation that every reasonable effort has been<br />

made to achieve the requested percentage.<br />

For those MIWBE firms listed in their bid, Contractors shall be responsible for securing proof of<br />

their MIWBE certification and providing copies to the County M/WBE Office.<br />

Also required is a monthly reporting system of the work done by and payments made to certified<br />

2<br />

Page 469 of 631 Posted at 6:15 p.m. on June 10, 2013


AGREEMENT BETWEEN <strong>LEON</strong> <strong>COUNTY</strong> AND CAPITAL ALLIANCE GROUP, INC.<br />

BC-08-27 -08-60<br />

Attachment #9<br />

Page 3 of 6<br />

minority business enterprises as a part of this project. The reports shall detail each invoice<br />

submitted to the County and a break down of payments to all subcontractors therein by MIWBE<br />

classification.<br />

14. TERMINATION<br />

Leon County may terminate this Contract without cause, by giving the Contractor thirty (30) days<br />

written notice of termination. Either party may terminate this Contract for cause by giving the<br />

other party hereto thirty (30) days written notice of termination. The County shall not be required<br />

to give Contractor such thirty (30) day written notice if, in the opinion of the County, the Contractor<br />

is unable to perform its obligations hereunder, or if in the County's opinion, the services being<br />

provided are not satisfactory. In such case. the County may immediately terminate the Contract<br />

by mailing a notice of termination to the seller.<br />

15. PUBLIC ENTITY CRIMES STATEMENT<br />

In accordance with Section 287.133, Florida Statutes, Contractor hereby certifies that to the best<br />

of his knowledge and belief neither Contractor nor his affiliates has been convicted of a public<br />

entity crime. Contractor and his affiliates shall provide the County with a completed public entity<br />

crime statement form no later than January 15 of each year this agreement is in effect. Violation<br />

of this section by the Contractor shall be grounds for cancellation of this agreement by Leon<br />

County.<br />

16. REVISIONS<br />

In any case where, in fulfilling the requirements of this contract or of any guarantee, embraced in<br />

or required thereby it is necessary for the Contractor to deviate from the requirements of the bid,<br />

Contractor shall obtain the prior written consent of the County.<br />

WHERETO. the parties have set their hands and seals effective the date whereon the last party<br />

executives this Agreement.<br />

3<br />

Page 470 of 631 Posted at 6:15 p.m. on June 10, 2013


AGREEMENT BETWEEN <strong>LEON</strong> <strong>COUNTY</strong> AND CAPITAL ALLIANCE GROUP, INC.<br />

BC-08-27 -08-60<br />

ATTACHMENT# 1<br />

Attachment #9<br />

Page 6 of 6<br />

Leon County Legislative Program -The Consultants will assist in enhancing the Board of County<br />

Commissioner's state legislative program. The Consultant will assist the County in identifying legislative<br />

opportunities and assist in the development of the County's annual list of goals, priorities and specific<br />

proposals to seek appropriation and/or legislative and administrative remedies to strengthen county<br />

programs and services. The consultant will work closely with the County's liaison, designee(s), and other<br />

County contract lobbyists (as applicable) in the development and ongoing implementation of the program<br />

and will provide, at a minimum, the following services:<br />

Meet with County staff and elected officials to assist in the development of the County's annual list of<br />

goals, priorities and specific proposals. Identify which of the goals, priorities and specific proposals could<br />

be addressed through the legislative process and assist in developing written material on each request.<br />

Lobby legislators, as well as work with their staff, and state government a officials to gain support for<br />

passage of Leon County projects through the legislative process.<br />

Advocate with the Leon County Legislative Delegation as well as other key members of the Legislature<br />

and state agencies in support of the County's goals, priorities and proposals.<br />

Advocate state agency officials to include applicable County appropriation requests as part of the agency<br />

budget.<br />

Lobby the Executive Branch to ensure that Leon County projects receive the Governor's approval.<br />

Regularly provide County staff and the Board of County Commissioners with any new information and<br />

actively seek opportunities to enhance the County's state legislative program and provide options as to<br />

legislative strategy when necessary.<br />

Revise the County's state legislative program as needed, and as requested by the Board of County<br />

Commissioners through County staff.<br />

Monitor and analyze current state legislation and the budget process and report to the County, both orally<br />

and in writing, any legislative events that may directly or indirectly impact the County. Attend meetings as<br />

necessary.<br />

At the end of each week during session by Friday, 5 PM, provide the County liaison with a report of the<br />

past week's activities affecting the County's substantive and appropriations issues and any other issues<br />

that could positively or negatively impact the County.<br />

Monitor various state agency actions for potential impact on Leon County and, in the event that action is<br />

needed, advise the County.<br />

Testify before legislative committees as appropriate.<br />

At the conclusion of the session, prepare a final report, including the final status of the County's priorities<br />

and a summary of the impact of major legislative changes to Leon County.<br />

6<br />

Page 473 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #20<br />

Page 474 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #20<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Approval to Award a Bid to Structural Preservation Systems, LLC, in the<br />

Amount of $346,798 for the Caulk & Weather Seal of the Leon County Jail<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

Tony Park, P.E, Director of Public Works & Community<br />

Development<br />

Tom Brantley, P.E., Director of Facilities Management<br />

Albert Sessions, Facilities Maintenance Superintendent<br />

Fiscal Impact:<br />

This item has a fiscal impact. The project has been budgeted in the FY12/13 Capital<br />

Improvement Program budget and adequate funding is available.<br />

Staff Recommendation:<br />

Option #1: Approve the award of bid to Structural Preservation Systems, LLC, in the amount<br />

of $346,798 for the caulk & weather seal of the Leon County Jail, with a<br />

maximum cumulative change order limit of 20% of the contract amount, and<br />

authorize the County Administrator to execute an Agreement, in a form approved<br />

by the County Attorney.<br />

Page 475 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Approval to Award a Bid to Structural Preservation Systems, LLC, in the Amount of<br />

$346,798 for the Caulk & Weather Seal of the Leon County Jail<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

The Leon County Detention Center was designed and constructed from 1990-1993. The design<br />

work for the detention center began in May 1990, construction began in July 1991, and<br />

construction was substantially completed in March 1993. The 375,000 square foot facility was<br />

dedicated in April 1993.<br />

On August 16, 2001, the Board was advised of water intrusion issues at the Leon County Jail,<br />

derivative of Tropical Storms Allison (June 2001) and Barry (August 2001). On<br />

December 6, 2001, the Board approved a settlement offer for repairs in the amount of $1,718,750<br />

with Hartford Insurance Company, the County’s insurance provider at the time. The resulting<br />

settlement agreement required County adherence to repair protocols established by<br />

Hagg Engineering, Dallas, TX, a forensic engineering advisor to Hartford, and the use of<br />

Hartford’s preferred restoration services contractor, Florida Restoration Team, Tampa, FL, for<br />

the performance of all structural repair work. The County’s exterior repair contract with Florida<br />

Restoration Team was executed on December 11, 2001, in the amount of $1,650,500 and<br />

separate contracts were then executed with other contractors and consultants, for interior<br />

dehumidification, HVAC cleaning and lining, and environmental services work. However, the<br />

County punch list for Florida Restoration Team was not completed until February 2006, which<br />

followed re-occurring leaks from Tropical Storm Dennis (July 2005) and Fay (August 2008).<br />

Nevertheless, there was still continued re-work performed by the company until late 2008,<br />

beyond which time the corporation was administratively dissolved through the State Division of<br />

Corporations, by its principals.<br />

The specific moisture protection system devised by Haag Engineering, and installed by Florida<br />

Restoration Team, is essentially an exterior moisture barrier system. Once the structure’s<br />

original barrier system failed, the internal moisture control system was replaced by the exterior<br />

moisture barrier system, and a future commitment became incumbent upon the County to renew<br />

the moisture barrier periodically. The initial system installed consisted of an externally-applied<br />

water repellent that was warranted for 10 years, which was the longest product warranty<br />

available at this time (2001-2002); this warranty expired in July 2012. In early 2013, Jail staff<br />

notified Facilities Management of through-wall leaks, similar to those occurring in 2001. Staff<br />

engineers have since reviewed this situation and made the decision to enlist a water repellant<br />

manufacturer’s assistance for renewing the exterior moisture barrier at the Jail with a 20-year<br />

warranted product, which is the longest known product warranty available today (2013).<br />

Analysis:<br />

The Purchasing Division advertised this bid locally, and 806 vendors were notified through the<br />

automated bid procurement system. A total of 18 vendors requested bid packages. The bids<br />

were opened on May 16, 2013, which resulted in four bids and one no-bid (Attachment #1).<br />

Page 476 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Approval to Award a Bid to Structural Preservation Systems, LLC, in the Amount of<br />

$346,798 for the Caulk & Weather Seal of the Leon County Jail<br />

June 18, 2013<br />

Page 3<br />

The scope of services prepared by staff for its bid provides for the application of a water<br />

repellent to the exterior block walls; an acrylic elastomeric wall coating to stucco walls; the<br />

replacement of the expansion joint sealants; and the replacement of the door and window<br />

perimeter sealants at the Leon County Jail. The specific water barrier product selected is a<br />

highly regarded two-coat system, Evonik PB-100 masonry sealant, with an available<br />

manufacturer’s warranty of twenty (20) years. This product is generally considered to be among<br />

the best repellants on market. These products were direct-purchased by the County, in savings of<br />

sales taxes, from discounted State contract pricing. Said products have since been held for the<br />

County in a manufacturer’s warehouse, awaiting the County’s selection of a qualified applicator.<br />

The manufacturer previously notified the County of three companies in Florida that were<br />

certified to apply this product in observance of its 20-year warranty (Attachment #2).<br />

Subsequent to the bid release, the company has received additional requests for applicator<br />

certification, and one additional applicator certification was granted ahead of the scheduled bid<br />

opening (Attachment #3).<br />

The low bidder was Restocon Corporation in the amount of $195,200, but the company made an<br />

error in its bid computation and they have since submitted a letter to the County in retraction of<br />

their bid (Attachment #4). Based upon the bidder’s demonstration of a good faith bid error, the<br />

Purchasing Director has consented to return the contractor’s $5,000 bid bond.<br />

The second lowest bidder is Structural Preservation Systems, LLC in the amount of $346,798.<br />

Structural has been contacted by the County and is eager to perform this work.<br />

No MWSBE targets were assigned to this bid by the County’s MWSBE office. Based upon the<br />

scope of services, the qualified contractor required certification by the Evonik Corporation for<br />

the preparation and application of Protectosil Chem-Trete materials for the provision and<br />

enforcement of a 20-year factory labor and materials warranty. Currently, there are no certified<br />

MWBE vendors possessing the required certification; therefore, the participation by an<br />

MWBE is not feasible.<br />

This project was also bid exclusive to general contractors, allowing them to price and perform<br />

other improvements needed for the facility, on the behalf of the Sheriff’s Department, by change<br />

orders to this proposed contract. Section 6.3(A)(1) of Policy No. 96-1, Purchasing and<br />

Minority/Women Business Enterprise Policy, authorizes staff-level change orders in an amount<br />

generally not to exceed 10% of the contract value, unless circumstances justify the same (Field<br />

Change Order). Additionally, the policy provides that Field Change Orders may exceed the 10%<br />

threshold, based upon known complexities of the project, in an alternate amount approved by the<br />

Board. Staff recommends, based upon historic experiences with the facility, as summarized in<br />

the background of this agenda item, that the Board authorize change orders in a cumulative<br />

amount not to exceed 20% of the bid/proposed contract amount, or $69,359.<br />

Page 477 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Approval to Award a Bid to Structural Preservation Systems, LLC, in the Amount of<br />

$346,798 for the Caulk & Weather Seal of the Leon County Jail<br />

June 18, 2013<br />

Page 4<br />

Options:<br />

1. Approve the award of bid to Structural Preservation Systems, LLC, in the amount of<br />

$346,798 for the caulk & weather seal of the Leon County Jail, with a maximum cumulative<br />

change order limit of 20% of the contract amount, and authorize the County Administrator to<br />

execute the Agreement, in a form approved by the County Attorney.<br />

2. Do not approve to award this bid to Structural Preservation Systems, LLC, in the amount of<br />

$346,798 for the caulk & weather seal of the Leon County Jail, with a maximum cumulative<br />

change order limit of 20% of the contract amount.<br />

3. Board direction.<br />

Recommendation:<br />

Option #1.<br />

Attachments:<br />

1. Bid Tabulation Sheet<br />

2. Manufacturer’s List of Approved Companies<br />

3. Additional Certification<br />

4. Retraction of Bid by Restocon<br />

VSL/TP/TB/AS/SC/cb<br />

Page 478 of 631 Posted at 6:15 p.m. on June 10, 2013


Albert Sessions - Approved applicators.<br />

From:<br />

To:<br />

Date:<br />

"Fred Hoskins" <br />

<br />

3/14/2013 4:38PM<br />

Snbject: Approved applicators.<br />

CC: <br />

Tom<br />

Listed below please see approved applicators for Evonik Protectosil Chem-Trete PB 100.<br />

1. Structural<br />

6503 19th Street East, Unit F<br />

Sarasota, FL 34243<br />

Matt Shane<br />

MShane@Structural.net<br />

Cell: 941-737-7455<br />

Scott Sulek<br />

ssutek@structural.net<br />

2. Valcourt Building Services<br />

4695 18th Street East<br />

Bradenton, FL 34203<br />

Cal [)uncan<br />

cd uncan @va I court. net<br />

Phone: 941-747-7277 Ext. 224<br />

3. Waterproofing Contractors of Florida, LLC<br />

17481ndependence Blvd., Suite E3<br />

Sarasola, FL 34234<br />

Phone: 941-358-3401 (home office)<br />

Area Rep: Gary Boden bender<br />

garybo@gtcom.net<br />

Phone: 850-652-2153<br />

Cell: 850-685-8292<br />

Please call if I can be of further help.<br />

Thanks<br />

Fred Hoskins<br />

Waldrop and Associates, LLC<br />

5433 Rowe Trail<br />

Pace, FL 32571<br />

Phone: 850-572-4569<br />

Fax: 850-254-7765<br />

Attachment #2<br />

Page 1 of 1<br />

Page 481 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

file://C:\Documents and Settings\user\Local Settings\Temp\XPgrpwise\51420CODLeonCo... 3/15/2013<br />

1


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #21<br />

Page 484 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #21<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Approval to Award Bid to ThyssenKrupp Elevator for the Upgrade of<br />

Elevators #1 and #2 at the Leon County Courthouse in the amount of<br />

$437,674<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

Tony Park, P.E, Director of Public Works & Community<br />

Development<br />

Tom Brantley, P.E., Director of Facilities Management<br />

Albert Sessions, Facilities Maintenance Superintendent<br />

Fiscal Impact:<br />

This item has a fiscal impact and has been budgeted in the FY12/13 Capital Improvement<br />

Program budget. Adequate funding is available.<br />

Staff Recommendation:<br />

Option #1: Approve the award of bid to ThyssenKrupp Elevator for the upgrade of<br />

Elevators #1 and #2 at the Leon County Courthouse in the amount of $437,674,<br />

and authorize the County Administrator to execute an Agreement, in a form<br />

approved by the County Attorney.<br />

Page 485 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Approval to Award Bid to ThyssenKrupp Elevator for the Upgrade of Elevators #1 and #2<br />

at the Leon County Courthouse in the amount of $437,674<br />

June 18, 2013<br />

Page 2<br />

Background:<br />

Report and Discussion<br />

This project would upgrade the two south elevators #1 and #2 at the Courthouse that serve floors<br />

P0 up to the 4 th Floor. The existing elevators were installed when the building was constructed<br />

25 years ago (1988). The controls for Elevators #1 and #2 are functionally obsolete. Their<br />

electronics consist of open contacts vs. solid-state components and as a result, these elevators are<br />

not energy efficient. Furthermore, it is exceedingly difficult to maintain the elevators because<br />

repair parts have become increasingly difficult to find. As a corollary, the main elevators #6<br />

and #7, which access the fifth floor of the Courthouse, were upgraded in February 2012.<br />

The proposed elevator upgrades were designed by TLC Engineering, with additional input<br />

received from Dieter Consulting Services, Inc., an elevator sub-consultant. The engineering<br />

project documents consist of a detailed set of engineering plans and specifications. The<br />

proposed upgrades would consist of upgrading the equipment to new direct current drives with<br />

variable frequency controls, which has an estimated energy savings of $1,285 annually versus<br />

existing cost of $4,040 annually, and there is 68% cost savings or $2,755 annually.<br />

Analysis:<br />

The Purchasing Division advertised this bid locally, and 366 vendors were notified through the<br />

automated bid procurement system. A total of 17 vendors requested bid packages. The bids<br />

were opened on May 23, 2013, which resulted in only one bid (Attachment #1). ThyssenKrupp<br />

Elevators bid is in the amount of $437,674.<br />

This project would take up to 23 weeks (11 ½ weeks per car), while limiting the overtime hours.<br />

Most of the work will be done during the normal working hours of 7:00 a.m. to 4:30 p.m.,<br />

Monday through Friday, although limited work is still required at nights or on weekends. This<br />

bid is in keeping with the elevator upgrade work recently performed in the Courthouse for<br />

elevators #6 and #7 and other County buildings (the Bank of America tower and Main Library)<br />

in terms of cost and projected timeframes.<br />

The MWSBE Division reviewed the MWBE participation plan submitted by ThyssenKrupp<br />

Elevators to determine if the 5% MBE and 5% WBE aspirational targets were achieved by this<br />

bid. The 4.57% level of WBE participation does not meet the aspirational target (by -0.43%) for<br />

this bid; however, the Good Faith Effort Form was submitted as required by Policy 96-1.<br />

ThyssenKrupp Elevators has proposed an 11.42% MBE firm participation level, which exceeds<br />

that aspirational target by +6.42% (Attachment #2).<br />

Page 486 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Approval to Award Bid to ThyssenKrupp Elevator for the Upgrade of Elevators #1 and #2<br />

at the Leon County Courthouse in the amount of $437,674<br />

June 18, 2013<br />

Page 3<br />

Options:<br />

1. Approve the award of bid to ThyssenKrupp Elevator for the upgrade of Elevators #1 and #2<br />

at the Leon County Courthouse in the amount of $437,674, and authorize the County<br />

Administrator to execute the Agreement, in a form approved by the County Attorney.<br />

2. Do not approve the award of bid to ThyssenKrupp Elevator for the upgrade of Elevators #1<br />

and #2 at the Leon County Courthouse in the amount of $437,674.<br />

3. Board direction.<br />

Recommendation:<br />

Option #1.<br />

Attachments:<br />

1. Bid Tabulation Sheet<br />

2. MWSBE Statement<br />

VSL/TP/TB/AS/SC/cb<br />

Page 487 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #22<br />

Page 490 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #22<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Approval of Agreement Awarding Bid to Allen’s Excavation, Inc. in the<br />

Amount of $2,280,619 for Sidewalk and Associated Work Construction,<br />

Continuing Services<br />

County Administrator<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Fiscal Impact:<br />

Vincent S. Long, County Administrator<br />

Tony Park, P.E., Director, Public Works and Community<br />

Development<br />

Katherine Burke, P.E., Director, Engineering Services<br />

Charles Wu, P.E., Chief of Engineering Design<br />

Chris Muehlemann, P.E., Senior Design Engineer<br />

Shelly Kelley, PMP, Purchasing Director<br />

Shanea Y. Wilks, MWSBE Director<br />

This item has a fiscal impact. Funding for Community Safety and Mobility Program (CSAM)<br />

Projects is contemplated in the FY 2013 and the proposed FY 2014 and 2015 budgets. This<br />

Agreement, if authorized by the Board, would be used to complete projects for the remainder of<br />

FY 13 through FY 15.<br />

Staff Recommendation:<br />

Option #1: Approve the Agreement awarding bid to Allen’s Excavation, Inc. in the amount of<br />

$2,280,619 for Sidewalk and Associated Work Construction, Continuing Services,<br />

and authorize the County Administrator to execute the Agreement (Attachment #1).<br />

Page 491 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Approval of Agreement Awarding Bid to Allen’s Excavation, Inc. in the Amount of<br />

$2,280,619 for Sidewalk and Associated Work Construction, Continuing Services<br />

June 18, 2013<br />

Page 2<br />

Background:<br />

Report and Discussion<br />

The sidewalk component of the Community Safety and Mobility Program (CSAM) is structured<br />

around the Leon County School Board’s sidewalk priority list and the Tallahassee-Leon County<br />

Bicycle and Pedestrian Master Plan. This continuing supply contract consists of the construction<br />

of sidewalks and any work associated with the construction of sidewalks at various locations<br />

within Leon County.<br />

Analysis:<br />

The Invitation to Bid for Construction of the Sidewalk and Associated Work, Continuing<br />

Services was advertised locally on March 20, 2013. A total of 345 vendors were notified<br />

through the automated procurement system. Twenty vendors requested bid packages, and the<br />

County received six bids on April 30, 2013. The lowest responsive bidder was Allen’s<br />

Excavation, Inc. for an estimated total bid price of $2,280,619 (Attachment #2). The second<br />

lowest responsive bid was received from Hale Contracting, Inc. for an estimated total of<br />

$2,394,655. The bid difference between the lowest and the second lowest is $114,036. This is a<br />

unit price contract and the Contractor will be paid based on the actual quantity used for each<br />

individual pay item (Attachment #3).<br />

Although RJP Enterprises and Florida Developers, Inc. bids were lower, they were considered<br />

nonresponsive, as they are not certified by Florida Department of Transportation (FDOT) in any<br />

work class, which is a requirement for this bid. The following table summarizes the bids.<br />

Company Total Bid<br />

RJP Enterprises, Inc. $ 1,696,525 / Nonresponsive No FDOT Certificate<br />

Florida Developers, Inc. $ 2,067,357 / Nonresponsive No FDOT Certificate<br />

Allen’s Excavation, Inc. $ 2,280,619<br />

Hale Contracting, Inc. $ 2,394,655<br />

Sandco, Inc. $ 3,036,482<br />

Dixie Paving & Grading, Inc. $ 3,990,403<br />

The Minority, Women and Small Business Enterprise (MWSBE) Division reviewed MWBE<br />

Participation Plans, submitted by the six bidding firms, to determine if the 17% MBE and 9%<br />

WBE targets were achieved for the Construction bid. All responsive bids, including Allen’s<br />

Excavation’s, met the aspirational targets for both MBE and WBE participation(Attachment #4).<br />

Page 492 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Approval of Agreement Awarding Bid to Allen’s Excavation, Inc. in the Amount of<br />

$2,280,619 for Sidewalk and Associated Work Construction, Continuing Services<br />

June 18, 2013<br />

Page 3<br />

This item seeks Board approval of an Agreement awarding bid to Allen’s Excavation, Inc. for<br />

Construction of the Sidewalk and Associated Work, Continuing Services in the amount of<br />

$2,280,619. With the remaining budget balance of $1.39 million and a preliminarily<br />

contemplated budget of $750,000 each year for the Community Safety & Mobility Capital<br />

Improvement projects in FY 2014 and FY 2015, staff anticipates there will be sufficient funds<br />

available for sidewalk construction projects under this contract; however, work will be<br />

authorized within the confines of actual, authorized budget amounts. The current Sidewalk and<br />

Associated Work Construction, Continuing Services contract expired on May 31, 2013. If<br />

approved, the new Agreement will continue Sidewalk and Associated Work Construction<br />

services for two years, with the optional County approved one-year extension.<br />

Options:<br />

1. Approve the Agreement awarding bid to Allen’s Excavation, Inc., in the amount of<br />

$2,280,619 for Sidewalk and Associated Work Construction, Continuing Services, and<br />

authorize the County Administrator to execute the Agreement.<br />

2. Do not approve the Agreement awarding bid to Allen’s Excavation, Inc., in the amount of<br />

$2,280,619 for Sidewalk and Associated Work Construction, Continuing Services.<br />

3. Board direction.<br />

Recommendation:<br />

Option #1.<br />

Attachments:<br />

1. Proposed Agreement<br />

2. Bid Tabulation Sheet<br />

3. Bid Pricing Sheet<br />

4. MWBE Analysis<br />

VSL/TP/KB/CW/CM/bp<br />

Page 493 of 631 Posted at 6:15 p.m. on June 10, 2013


AGREEMENT<br />

Attachment #1<br />

Page 1 of 60<br />

THIS AGREEMENT, by and between <strong>LEON</strong> <strong>COUNTY</strong>, a charter county and a political subdivision of the State of<br />

Florida, hereinafter referred to as the "County" and ALLEN'S EXCAVATION, INC., hereinafter referred to as the<br />

"Contractor."<br />

WHEREAS, the County has determined that it would be in the best interest of the citizens of Leon County,<br />

Florida, that the County be able to utilize the services of private persons when such services cannot be<br />

reasonably provided by the County; and<br />

WHEREAS, the County has determined that it would be better to contract for these services than to hire the<br />

necessary personnel to satisfy the needs of the County: and<br />

WHEREAS, in order to secure the lowest cost for these services, the County has sought and received<br />

competitive bids from contractor for such services.<br />

NOW, THEREFORE, the parties hereto agree as follows:<br />

1. SERVICES TO BE PROVIDED<br />

The Contractor hereby agrees to provide to the County the following services related to Sidewalk &<br />

Associated Work Construction, Continuing Services in accordance with: 1) Sidewalk & Associated Work<br />

Construction, Continuing Services, Bid# BC-04-23-13-34 which is attached hereto and incorporated herein<br />

as Exhibit A, to the extent that it is not inconsistent with this Agreement; and 2) the Contractor's bid<br />

submission, which is attached hereto and incorporated herein as Exhibit B, to the extent that it is not<br />

inconsistent with this Agreement or with Exhibit A.<br />

2. WORK<br />

Any work to be performed shall be upon the written request of the County Administrator or his<br />

representative, which request shall set forth the commencing date of such work and the time within which<br />

such work shall be completed.<br />

The performance of Leon County of any of its obligations under this Agreement shall be subject to and<br />

contingent upon the availability of funds lawfully expendable for the purposes of this Agreement for the<br />

current and any future periods provided for within the bid specifications.<br />

3. TIME:<br />

The Agreement shall be for a period of two (2) July 1, 2013, and shall continue until June 30, 2015. After<br />

the initial two (2) year period, at the sole option of the County, this Agreement may be extended for no more<br />

than one additional one (1) year periods. Such one (1) year extension will be automatic unless the County<br />

provides written notice of non-renewal to the Contractor no less than thirty (30) days prior to the expiration<br />

date of the then current term.<br />

4. CONTRACT SUM<br />

The Contractor agrees that for the performance of the Services as outlined in Section 1 above, it shall be<br />

remunerated by the County according to the unit prices contained in the Contractor's bid proposal, Exhibit<br />

B, which is attached hereto.<br />

5. PAYMENTS<br />

1<br />

Page 494 of 631 Posted at 6:15 p.m. on June 10, 2013


AGREEMENT BETWEEN <strong>LEON</strong> <strong>COUNTY</strong> AND ALLEN'S EXCAVATION, INC<br />

BC-04-23-13-34<br />

Attachment #1<br />

Page 2 of 60<br />

The County shall make such payments within forty-five (45) days of submission and approval of invoice for<br />

services.<br />

6. PROMPT PAYMENT INFORMATION REQUIREMENTS<br />

A. The County Project Manager is:<br />

Name: Chris Muehlemann<br />

Street Address: 2280 Miccosukee Rd<br />

City, State, Zip Code: Tallahassee, Fl 32308<br />

Telephone: 850-606-1536<br />

E-mail: muehlemannc@leoncountyfl.gov<br />

B. The Contractor's Project Manager is:<br />

Name:<br />

Street Address:<br />

City, State, Zip Code:<br />

Telephone:<br />

E-mail:<br />

C. Proper form for a payment request for this contract is an invoice:<br />

A numbered invoice document with date of invoice; reference of the County purchase order number;<br />

itemized listing of all goods and services being billed with unit prices and extended pricing; vendor's<br />

name, address, billing contact person information, and Federal tax identification number. The invoice<br />

must be properly addressed to the Division listed on the County purchase order and delivered to that<br />

address. Delivery to another County address will void the invoice.<br />

F. Payment Dispute Resolution: Section 14.1 of the Leon County Purchasing and Minority, Women and<br />

Small Business Enterprise Policy details the policy and procedures for payment disputes under the<br />

contract.<br />

7. STATUS<br />

The contractor at all times relevant to this Agreement shall be an independent contractor and in no event<br />

shall the Contractor nor any employees or sub-contractors under it be considered to be employees of Leon<br />

County.<br />

8. INSURANCE<br />

Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to<br />

persons or damages to property which may arise from or in connection with the performance of the work<br />

hereunder by the Contractor, his agents, representatives, employees or subcontractors. The cost of such<br />

insurance shall be included in the Contractor's bid.<br />

A. Minimum Limits of Insurance. Contractor shall maintain limits no less than:<br />

1. General Liability: $1,000,000 Combined Single Limit for bodily injury and property<br />

damage per occurrence with a $2,000,000 annual aggregate. Completed operations<br />

coverage will be provided for a period of three (3) years beyond termination and/or completion of<br />

the project. Coverage must include bodily injury and property damage, including<br />

Premise/Operations: a per location aggregate, Broad Form Contractual liability; Broad Form<br />

Property Damage; Fire Legal liability; Independent Contractors coverage; Cross Liability &<br />

Severability of Interest Clauses; and Personal Injury (deleting employee and contractual<br />

exclusions), and coverage for explosion, collapse, and underground (X,C,U).<br />

2<br />

Page 495 of 631 Posted at 6:15 p.m. on June 10, 2013


AGREEMENT BETWEEN <strong>LEON</strong> <strong>COUNTY</strong> AND ALLEN'S EXCAVATION, INC<br />

BC-04-23-13-34<br />

Attachment #1<br />

Page 3 of 60<br />

2. Automobile Liability: $1 ,000,000 combined single limit per accident for bodily injury and<br />

property damage. (Non-owned, Hired Car).<br />

3. Workers' Compensation and Employers Liability: Insurance covering all employees meeting<br />

Statutory Limits in compliance with the applicable state and federal laws and Employer's<br />

Liability with a limit of $500,000 per accident, $500,000 disease policy limit, $500,000 disease<br />

each employee. Waiver of Subrogation in lieu of Additional Insured is required.<br />

B. Deductibles and Self-Insured Retentions<br />

Any deductibles or self-insured retentions must be declared to and approved by the County. At the<br />

option of the County, either: the insurer shall reduce or eliminate such deductibles or self-insured<br />

retentions as respects the County, its officers, officials, employees and volunteers; or the Contractor<br />

shall procure a bond guaranteeing payment of losses and related investigations, claim administration<br />

and defense expenses.<br />

C. Other Insurance Provisions The policies are to contain, or be endorsed to contain, the following<br />

provisions:<br />

1. General Liability and Automobile Liability Coverages (County is to be named as Additional<br />

Insured).<br />

a. The County, its officers, officials, employees and volunteers are to be covered as<br />

insureds as respects; liability arising out of activities performed by or on behalf of the<br />

Contractor, including the insured's general supervision of the Contractor; products and<br />

completed operations of the Contractor; premises owned, occupied or used by the<br />

Contractor; or automobiles owned, leased, hired or borrowed by the Contractor. The<br />

coverage shall contain no special limitations on the scope of protections afforded the<br />

County, its officers, officials, employees or volunteers.<br />

b. The Contractor's insurance coverage shall be primary insurance as respects the County,<br />

it officers, officials, employees and volunteers. Any insurance of self-insurance<br />

maintained by the County, its officers, officials, employees or volunteers shall be excess<br />

of the Contractor's insurance and shall not contribute with it.<br />

c. Any failure to comply with reporting provisions of the policies shall not affect coverage<br />

provided to the county, its officers, officials, employees or volunteers.<br />

d. The Contractor's insurance shall apply separately to each insured against whom claims<br />

is made or suit is brought, except with respect to the limits of the insurer's liability.<br />

2. All Coverages<br />

Each insurance policy required by this clause shall be endorsed to state that coverage shall not<br />

be suspended, voided, canceled by either party, reduced in coverage or in limits except after<br />

thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to<br />

the County.<br />

D. Acceptability of Insurers. Insurance is to be placed with insurers with a Best's rating of no less than<br />

A: VII.<br />

E. Verification of Coverage. Contractor shall furnish the County with certificates of insurance and with<br />

original endorsements effecting coverage required by this clause. The certificates and endorsements<br />

for each insurance policy are to be signed by a person authorized by that insurer to bind coverage on<br />

its behalf. All certificates and endorsements are to be received and approved by the County before<br />

work commences. The County reserves the right to require complete, certified copies of all required<br />

insurance policies at any time.<br />

3<br />

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AGREEMENT BETWEEN <strong>LEON</strong> <strong>COUNTY</strong> AND ALLEN'S EXCAVATION, INC<br />

BC-04-23-13-34<br />

Attachment #1<br />

Page 4 of 60<br />

F. Subcontractors. Contractors shalt include all subcontractors as insureds under its policies or shall<br />

furnish separate certificates and endorsements for each subcontractor. All coverages for<br />

subcontractors shalt be subject to all of the requirements stated herein.<br />

9. PERMITS<br />

The Contractor shalt pay for all necessary permits as required by law.<br />

10. LICENSES<br />

The Contractor shalt be responsible for obtaining and maintaining his city or county occupational license<br />

and any licenses required pursuant to the laws of Leon County, the City of Tallahassee, or the State of<br />

Florida. Should the Contractor, by reason of revocation, failure to renew, or any other reason, fail to<br />

maintain his license to operate, the contractor shall be in default as of the date such license is lost.<br />

11. ASSIGNMENTS<br />

This Agreement shall not be assigned or sublet as a whole or in part without the written consent of the<br />

County nor shall the contractor assign any monies due or to become due to him hereunder without the<br />

previous written consent of the County.<br />

12. PAYMENT AND PERFORMANCE BOND<br />

A Payment and Performance Bond in the amount of 100% of the estimated project cost for each project<br />

exceeding $100,000.00 shall be supplied by the Contractor at the time of Agreement execution. Also, a<br />

Payment and Material Bond for the Agreement amount shall be supplied by the Contractor at the same<br />

time.<br />

Payment and Performance and Material Bonds shall provide that, in the event of non-performance on the<br />

part of the Contractor the bond can be presented for honor and acceptance at an authorized representative<br />

or institution located in Tallahassee, Florida. The Payment and Performance Bond shall be in the following<br />

form:<br />

PUBLIC CONSTRUCTION BOND<br />

Bond No.(enter bond number)<br />

BY THIS BOND, We , as Principal and-----.,..-,----a<br />

corporation, as Surety, are bound to , herein called Owner, in the sum of$ ,<br />

for payment of which we bind ourselves, our heirs, personal representatives, successors, and assigns,<br />

jointly and severally.<br />

THE CONDITION <strong>OF</strong> THIS BOND is that if Principal:<br />

1. Performs the contract dated , between Principal and Owner for construction of , the<br />

contract being made a party of this bond by reference, at the time and in the manner prescribed in the<br />

contract; and<br />

2. Promptly makes payments to all claimants, as defined in Section 255.05(1}, Florida Statutes,<br />

supplying Principal with labor, materials, or supplies, used directly or indirectly by Principal in the<br />

prosecution of the work provided for in the contract; and<br />

3. Pays Owner all losses, damages, expenses, costs, and attorney's fees, including appellate<br />

proceedings, that Owner sustains because of a default by Principal under the contract; and<br />

4. Performs the guarantee of all work and materials furnished under the contract for the time specified in<br />

the contract, then this bond is void; otherwise it remains in full force.<br />

4<br />

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AGREEMENT BETWEEN <strong>LEON</strong> <strong>COUNTY</strong> AND ALLEN'S EXCAVATION, INC<br />

BC-04-23-13-34<br />

Attachment #1<br />

Page 5 of 60<br />

Any action instituted by a claimant under this bond for payment must be in accordance with the notice and<br />

time limitation provisions in Section 255.05(2), Florida Statutes.<br />

Any changes in or under the contract documents and compliance or noncompliance with any formalities<br />

connected with the contract or the changes does not affect Surety's obligation under this bond .<br />

DATED on this the day of<br />

By:<br />

(Name of Principal)<br />

(As Attorney-In-Fact)<br />

(Name of Surety)<br />

,20_.<br />

Payment bonds executed as a result of the requirements herein by a surety shall make reference to Section<br />

255.05, Florida Statutes, by number and shall contain reference to the notice and time limitation provisions<br />

in Section 255.05, Florida Statutes.<br />

13. INDEMNIFICATION<br />

The Contractor agrees to indemnify and hold harmless the County, its officials, officers and employees,<br />

from and against any and all liabilities, damages, losses and costs, including, but not limited to reasonable<br />

attorney's fees, to the extent caused by the negligence, recklessness, or intentional wrongful misconduct of<br />

the Contractor and persons employed or utilized by the Contractor in the performance of this agreement.<br />

The County may, at its sole option, defend itself or required the Contractor to provide the defense. The<br />

Contractor acknowledges that the sum of ten dollars ($10.00) of the amount paid to the Contractor<br />

constitutes sufficient consideration for the Contractor's indemnification of the County, its officials, officers<br />

and employees.<br />

It is understood that the Contractors responsibility to indemnify and defend the County, it officials, officers<br />

and employees is limited to the Contractors proportionate share of liability caused by the negligent acts or<br />

omissions of the Contractor, its delegates, agents or employees.<br />

14. MINORITY BUSINESS ENTERPRISE {M/WBE) PARTICIPATION<br />

The Contractor shall meet or exceed the MIWBE participation levels stated in the Contractor's MIWBE<br />

Participation Statement included as part of the Contractor's response for this project, see Exhibit B,<br />

attached hereto and made a part hereof except when the County Good Faith Committee approves an<br />

exception.<br />

The Contractor shall provide a monthly report to the Leon County Minority, Women and Small Business<br />

Enterprise Division in a format and manner prescribed by the Division. The report shall, at a minimum,<br />

indicate the business name of each certified Minority Business Enterprise or Women Business Enterprise<br />

sub-contractor utilized, the amount paid, the type of work performed, the appropriate invoice date, and the<br />

payment date to the Division.<br />

Should Contractor's sub-contractor utilization fall below the level required in this Agreement or should<br />

Contractor substitute MWBE sub-contractors without prior written approval of the Division, the Contractor<br />

may be in breach of the Agreement. Contractors found in breach of their Agreement with the County may<br />

be suspended from bidding on and/or participation in any future County projects for up to three (3) years as<br />

provided in Section 15 of the Purchasing and Minority, Women, and Small Business Enterprise Policy 96-1 .<br />

Any change in the subcontractor utilization as listed on the participation plan (Exhibit B), must be approved<br />

by the MWSBE Division. Should the Contractor determine that the MWBE named in their participation plan<br />

5<br />

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AGREEMENT BETWEEN <strong>LEON</strong> <strong>COUNTY</strong> AND ALLEN'S EXCAVATION, INC<br />

BC-04-23-13-34<br />

Attachment #1<br />

Page 6 of 60<br />

submittal is unavailable or cannot perform the work, the Contractor shall request a change order. Such<br />

change order must be submitted to the MWSBE Division in writing at 2284 Miccosukee Road, Tallahassee,<br />

Florida or by facsimile to (850) 606-1651.<br />

15. AUDITS. RECORDS. AND RECORDS RETENTION<br />

The Contractor agrees:<br />

a. To establish and maintain books, records, and documents (including electronic storage media) in<br />

accordance with generally accepted accounting procedures and practices, which sufficiently and<br />

properly reflect all revenues and expenditures of funds provided by the County under this Agreement.<br />

b. To retain all client records, financial records, supporting documents, statistical records, and any other<br />

documents (including electronic storage media) pertinent to this Agreement for a period of five (5)<br />

years after termination of the Agreement, or if an audit has been initiated and audit findings have not<br />

been resolved at the end of five (5) years, the records shall be retained until resolution of the audit<br />

findings or any litigation which may be based on the terms of this Agreement.<br />

c. Upon completion or termination of the Agreement and at the request of the County, the Contractor<br />

will cooperate with the County to facilitate the duplication and transfer of any said records or<br />

documents during the required retention period as specified in paragraph 1 above.<br />

d. To assure that these records shall be subject at all reasonable times to inspection, review, or audit by<br />

Federal, state, or other personnel duly authorized by the County.<br />

e. Persons duly authorized by the County and Federal auditors, pursuant to 45 CFR, Part 92.36(1)(10},<br />

shall have full access to and the right to examine any of provider's Agreement and related records<br />

and documents, regardless of the form in which kept, at all reasonable times for as long as records<br />

are retained .<br />

f. To include these aforementioned audit and record keeping requirements in all approved subcontracts<br />

and assignments.<br />

16. MONITORING<br />

To permit persons duly authorized by the County to inspect any records, papers, documents, facilities,<br />

goods, and services of the provider which are relevant to this Agreement, and interview any clients and<br />

employees of the provider to assure the County of satisfactory performance of the terms and conditions of<br />

this Agreement.<br />

Following such evaluation, the County will deliver to the provider a written report of its findings and will<br />

include written recommendations with regard to the provider's performance of the terms and conditions of<br />

this Agreement. The provider will correct all noted deficiencies identified by the County within the specified<br />

period of time set forth in the recommendations. The provider's failure to correct noted deficiencies may, at<br />

the sole and exclusive discretion of the County, result in any one or any combination of the following: (1)<br />

the provider being deemed in breach or default of this Agreement; (2) the withholding of payments to the<br />

provider by the County; and (3) the termination of this Agreement for cause.<br />

17. TERMINATION<br />

Leon County may terminate this Agreement without cause, by giving the Contractor thirty (30) days written<br />

notice of termination. Either party may terminate this Agreement for cause by giving the other party hereto<br />

thirty (30) days written notice of termination. The County shall not be required to give Contractor such thirty<br />

(30) day written notice if, in the opinion of the County, the Contractor is unable to perform its obligations<br />

hereunder, or if in the County's opinion, the services being provided are not satisfactory. In such case, the<br />

County may immediately terminate the Agreement by mailing a notice of termination to the Contractor.<br />

6<br />

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AGREEMENT BETWEEN <strong>LEON</strong> <strong>COUNTY</strong> AND ALLEN'S EXCAVATION, INC<br />

BC-04-23-13-34<br />

18. PUBLIC ENTITY CRIMES STATEMENT<br />

Attachment #1<br />

Page 7 of 60<br />

In accordance with Section 287.133, Florida Statutes, Contractor hereby certifies that to the best of his<br />

knowledge and belief neither Contractor nor his affiliates has been convicted of a public entity crime.<br />

Contractor and his affiliates shall provide the County with a completed public entity crime statement form no<br />

later than January 15 of each year this Agreement is in effect. Violation of this section by the Contractor<br />

shall be grounds for cancellation of this Agreement by Leon County.<br />

19. UNAUTHORIZED ALIEN(S)<br />

The Contractor agrees that unauthorized aliens shall not be employed nor utilized in the performance of the<br />

requirements of this solicitation. The County shall consider the employment or utilization of unauthorized<br />

aliens a violation of Section 274A(e) of the Immigration and Naturalization Act (8 U.S.C. 1324a). Such<br />

violation shall be cause for unilateral termination of this Agreement by the County.<br />

20. NON-WAIVER<br />

Failure by the County to enforce or insist upon compliance with any of the terms or conditions of this<br />

Agreement or failure to give notice or declare this Agreement terminated shall not constitute a general<br />

waiver or relinquishment of the same, or of any other terms, conditions or acts; but the same shall be and<br />

remain at all times in full force and effect.<br />

21 . DELAY<br />

No claim for damages or any claim other than for an extension of time shall be made or asserted against<br />

the County by reason of any delays. The Contractor shall not be entitled to an increase in the contract sum<br />

or payment or compensation of any kind from the County for direct, indirect, consequential, impact or other<br />

costs, expenses or damages, including but limited to costs of acceleration or inefficiency, arising because<br />

of delay, disruption, interference or hindrance from any cause whatsoever, whether such delay, disruption,<br />

interference or hindrance be reasonable or unreasonable, foreseeable or unforeseeable, or avoidable or<br />

unavoidable; provided, however, that this provision shall not preclude recovery of damages by the<br />

Contractor for hindrances or delays due solely to fraud, bad faith, or active interference on the part of the<br />

County or its agents. Otherwise, the Contractor shall be entitled only to extensions of the contract time as<br />

the sole and exclusive remedy for such resulting delay, in accordance with and to the extent specifically<br />

provided above.<br />

22. REVISIONS<br />

In any case where, in fulfilling the requirements of this Agreement or of any guarantee, embraced in or<br />

required thereby it is necessary for the Contractor to deviate from the requirements of the bid, Contractor<br />

shall obtain the prior written consent of the County.<br />

23. VENUE<br />

Venue for all actions arising under this Agreement shall lie in Leon County, Florida.<br />

24. CONSTRUCTION<br />

The validity, construction, and effect of this Agreement shall be governed by the laws of the State of Florida.<br />

25. CONFLICTING TERMS AND CONDITIONS<br />

In the instance that any other agreement exists concerning the matters herein, then the terms and<br />

conditions in this Agreement shall prevail over all other terms and conditions.<br />

7<br />

Page 500 of 631 Posted at 6:15 p.m. on June 10, 2013


AGREEMENT BETWEEN <strong>LEON</strong> <strong>COUNTY</strong> AND ALLEN'S EXCAVATION, INC<br />

BC-04-23-13-34<br />

ATTEST:<br />

BOB INZER, CLERK <strong>OF</strong> THE COURT<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

By: ________________________ _<br />

APPROVED AS TO FORM:<br />

<strong>LEON</strong> <strong>COUNTY</strong> ATTORNEY'S <strong>OF</strong>FICE<br />

By:, __ .,....-....,....,....,-,------------------­<br />

Herbert W.A. Thiele, Esq.<br />

County Attorney<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

BY: ______________________ __<br />

Vincent S. Long<br />

County Administrator<br />

DATE: ___________ _<br />

9<br />

Page 502 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

Attachment #1<br />

Page 9 of 60


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

Location: 1800-3 N. Blair Stone Road, Tallahassee, Florida 32308<br />

I. INSTRUCTION TO BIDDERS<br />

To Insure Acceptance of Your Bid, Please Follow These Instructions:<br />

Attachment #1<br />

Page 10 of 60<br />

Exhibit A<br />

Page 1 to 33<br />

1. Items listed on the bid checklist in this form and all other items required within this<br />

invitation to bid must be executed and/or submitted in a sealed envelope. Address<br />

your sealed envelope as follows:<br />

Bid No. BC-04-23-13-34<br />

Board of County Commissioners<br />

Leon County Purchasing Division<br />

1800-3 N. Blair Stone Road<br />

Tallahassee, Florida 32308<br />

2. Bid must be typed or printed in ink. All corrections made by the bidder prior to the<br />

opening must be initialed and dated by the bidder. No changes or corrections will<br />

be allowed after bids are opened.<br />

3. Bid must contain an original. manual signature of an authorized representative of<br />

the company.<br />

4. The bid opening shall be public on the date and time specified on the bid. It is the<br />

bidder's responsibility to assure that the bid is delivered at the proper time and<br />

location. Bids which are received after the bid opening time will be returned<br />

unopened to the bidder.<br />

5. Bidders are expected to examine the specifications, delivery schedule, bid prices<br />

and extensions and all general and special conditions of the bid prior to submission.<br />

In case of error in price extension, the unit price will govern.<br />

6. If you are not submitting a bid but wish to remain on our bid list, please return the<br />

"Statement of No Bid" form and provide an explanation in detail where requested .<br />

7. Special Accommodation: Any person requiring a special accommodation at a Pre­<br />

Bid Conference or Bid opening because of a disability should call the Division of<br />

Purchasing at (850) 606-1600 at least five (5) workdays prior to the Pre-Bid<br />

Conference or Bid opening. If you are hearing or speech impaired, please contact<br />

the Purchasing Division by calling the County Administrator's Office using the<br />

Florida Relay Service which can be reached at 1(800) 955-8771 (TDD).<br />

NOTE: ANY AND ALL CONDITIONS OR REQUIREMENTS ATTACHED HERETO<br />

WHICH VARY FROM THE INSTRUCTIONS TO BIDDERS WILL BE PRECEDENT.<br />

Page 503 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

PURPOSE:<br />

Attachment #1<br />

Page 11 of 60<br />

Exhibit A<br />

Page 2 to 33<br />

Leon County is seeking the continuing supply services of a qualified vendor for the construction of<br />

sidewalks at various locations within Leon County, Florida. The scope of work to be performed under this<br />

bid will include sidewalk construction and any work associated with construction of a sidewalk within an<br />

open swale system or a curb & gutter system between the edge of the vehicular travel lane and the Rightof-way<br />

line including but not limited to enhancing and maintaining existing drainage system, driveway<br />

reconstruction, embankment or retaining wall construction to support the sidewalk, and shoulder<br />

reworking. All quantities represent good faith estimates made by Leon County. Actual in-place quantities<br />

may vary from those shown and described in the contract documents. Leon County does not guarantee<br />

purchase of the full amounts shown or indicated for any item within this document.<br />

The initial agreement term will be two (2) years. After the initial two (2) year period, at the sole discretion<br />

of the County, this contract may be extended for no more than one additional one (1) year period. Such<br />

one year extension will be automatic unless the County provides written notice of non-renewal to the<br />

Contractor no less than thirty days prior to the expiration date of the current term. Price increases, if any,<br />

may be negotiated at the time of contract renewal. In no case shall any increase exceed the increase in<br />

the Consumer Price Index during the contract term.<br />

The Contractor must be certified by the Florida Department of Transportation (FDOT) for this type of<br />

installation. Proof of certification must be submitted with the bid.<br />

PRE-BID CONFERENCE:<br />

A MANDATORY Pre-Bid Conference is scheduled for Wednesday, April3, 2013 at 10:00 AM. The Pre-Bid<br />

Conference will be held in the Purchasing Bid Room, 1800-3 N. Blair Stone Road, Tallahassee, Florida.<br />

LAST DAY FOR QUESTIONS:<br />

The last day for questions or clarifications is April 12, 2013.<br />

BID DEADLINE:<br />

Bid must be submitted no later than April 23, 2013 at 2:00PM.<br />

BID INFORMATION AND CLARIFICATION:<br />

Questions pertaining to bid procedures or regarding the specifications should be addressed to Shelly W.<br />

Kelley or Don Tobin, phone(850) 606-1600; fax (850) 606-1601: E-mail Kelleys@leoncountyfl.gov or<br />

tobind@leoncountyfl.gov. Written inquiries are preferred.<br />

Each Bidder shall examine the solicitation documents carefully; and, no later than the last day for<br />

questions or clarifications posted above, he shall make a written request to the County for interpretations<br />

or corrections of any ambiguity, inconsistency or error which he may discover. All interpretations or<br />

corrections will be issued as addenda. The County will not be responsible for oral clarifications. No<br />

negotiations, decisions or actions shall be initiated or executed by the proposer as a result of any<br />

discussions with any County employee prior to the opening of proposals. Only those communications<br />

which are in writing from the County may be considered as a duly authorized expression on the behalf of<br />

the Board.<br />

Also, only communications from firms which are in writing and signed will be recognized by the Board as<br />

duly authorized expressions on behalf of proposers.<br />

ADDENDA TO SPECIFICATIONS<br />

If any addenda are issued after the initial specifications are released, the County will post the addenda on<br />

the Leon County website at:<br />

http://cms.leoncountyfl.gov/Home/Departments/OfficeofFinanciaiStewardship/Purchasing/Addenda. For<br />

Page 504 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

Attachment #1<br />

Page 12 of 60<br />

Exhibit A<br />

Page 3 to 33<br />

those projects with separate plans, blueprints, or other materials that cannot be accessed through the<br />

internet, the Purchasing Division will make a good faith effort to ensure that all registered bidders (those<br />

who have been registered as receiving a bid package) receive the documents. It is the responsibility of<br />

the bidder prior to submission of any bid to check the above website or contact the Leon County<br />

Purchasing Division at (850) 606-1600 to verify any addenda issued. The receipt of all addenda must be<br />

acknowledged on the bid response sheet.<br />

PROHIBITED COMMUNICATIONS<br />

Any Form of communication, except for written correspondence, shall be prohibited regarding a particular<br />

request for proposal, request for qualification, bid, or any other competitive solicitation between:<br />

1. Any person or person's representative seeking an award from such competitive solicitation; and<br />

2. Any County Commissioner or Commissioner's staff, or any county employee authorized to act on<br />

behalf of the Commission to award a particular contract.<br />

For the purpose of this section, a person's representative shall include, but not be limited to, the person's<br />

employee, partner, officer, director, consultant, lobbyist, or any actual or potential subcontractor or<br />

consultant of the person.<br />

The prohibited communication shall be in effect as of the deadline to submit the proposal, bid, or other<br />

response to a competitive solicitation.<br />

The provisions of this section shall not apply to oral communications at any public proceeding, including<br />

pre-bid conferences, oral presentations before selection committees, contract negotiations during any<br />

public meetings, presentations made to the Board, and protest hearings. Further, the provisions of this<br />

section shall not apply to contract negotiations between any employee and the intended awardee, any<br />

dispute resolution process following the filing of a protest between the person filing the protest and any<br />

employee, or any written correspondence with any employee, County Commissioner, or decision-making<br />

board member or selection committee member, unless specifically prohibited by the applicable competitive<br />

solicitation process.<br />

The provisions of this section shall terminate at the time the Board, or a County department authorized to<br />

act on behalf of the Board, awards or approves a contract, rejects all bids or responses, or otherwise takes<br />

action which ends the solicitation process.<br />

The penalties for an intentional violation of this article shall be those specified in §125.69(1 }, Florida<br />

Statutes, as amended, and shall be deemed supplemental to the penalties set forth in Section 1-9 of the<br />

Code of Laws, Leon County, Florida.<br />

REGISTRATION:<br />

Bidders obtain solicitation documents from sources other than the Leon County Purchasing Division or<br />

Demandstar.com MUST officially register with the County Purchasing Division in order to be placed on the<br />

planholders list for the solicitation. Bidders should be aware that solicitation documents obtained from<br />

sources other than those listed above may be drafts, incomplete, or in some other fashion different from<br />

the official solicitation document(s). Failure to register through the Purchasing Division or online through<br />

Demandstar.com may cause your submittal to be rejected as non-responsive.<br />

CONTRACTOR'S QUALIFICATIONS<br />

The Contractor must be certified by the Florida Department of Transportation (FOOT) for this type of<br />

installation. Failure to demonstrate FOOT certification in the fashion described will result in the rejection of<br />

bid.<br />

PREPARATION AND SUBMISSION <strong>OF</strong> BID:<br />

Each Bidder shall submit Bid Prices and other requested information, including alternates or substitutions<br />

Page 505 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

Attachment #1<br />

Page 13 of 60<br />

Exhibit A<br />

Page 4 to 33<br />

if allowed by this invitation to bid, on the proper forms and in the manner herein prescribed. Any erasures<br />

or other corrections in the Bid must be explained or noted over the signature of the Bidder. Bids<br />

containing any conditions or irregularities of any kind may be rejected by the County. All bids must be<br />

submitted in a sealed envelope or other appropriate container. Facsimiles will not be accepted. It is the<br />

intention of the County to award this bid based on the low total bid price and/or other criteria herein<br />

contained meeting all specifications.<br />

REJECTION <strong>OF</strong> BIDS:<br />

The County reserves the right to reject any and/or all bids when such rejection is in the best interest of the<br />

County.<br />

RECEIPT AND OPENING <strong>OF</strong> BIDS:<br />

Bids will be opened publicly at the time and place stated in the Invitation to Bid. The person whose duty it<br />

is to open them will decide when the specified time has arrived and no bids received thereafter will not be<br />

considered. No responsibility shall be attached to any person for the premature opening of a Bid not<br />

properly addressed and identified. At the time fixed for the opening of bids, the bids will be made public<br />

and posted on the Purchasing Division website at:<br />

http://cms.leoncountyfl.gov/Home/Departments/OfficeofFinanciaiStewardship/PurchasingfTabulationSheets<br />

A bidder may request, in their bid submittal, a copy of the tabulation sheet to be mailed in a bidder<br />

provided, stamped self-addressed envelope for their record.<br />

Sealed bids, proposals, or replies received by the County pursuant to a competitive solicitation are exempt<br />

from public records requirements until such time as the County posts an intended decision or until 30 days<br />

after opening of the documents, whichever is earlier.<br />

WITHDRAWAL <strong>OF</strong> BIDS:<br />

Bids may be withdrawn by written or telegraphic request received from Bidders prior to the time fixed for<br />

opening. Negligence on the part of the Bidder in preparing the Bid confers no right for the withdrawal of the<br />

bid after it has been opened.<br />

AWARD <strong>OF</strong> BIDS/BID PROTEST:<br />

The bid will be awarded to the lowest responsive, responsible bidder, unless otherwise stated elsewhere in<br />

this document. The County reserves the right to waive any informality in bids and to award a bid in whole<br />

or in part when either or both conditions are in the best interest of Leon County.<br />

Notice of the Intended Decision will be posted on the Leon County website at:<br />

http://cms.leoncountyfl.gov/Home/Departments/OfficeofFinanciaiStewardship/Purchasing/lntendedDecisions<br />

for a period of seventy-two (72) consecutive hours, which does not include weekends or County observed<br />

holidays. Failure to file a protest within the time prescribed in Leon County Policy No. 96-1, Purchasing and<br />

Minority, Women and Small Business Enterprise Policy, or failure to post the bond or other security required<br />

by law within the time allowed for filing a bond shall constitute a waiver of proceedings. Notice of intent of<br />

bid protest shall be made in writing to the Purchasing Director, 1800-3 N. Blair Stone Road , Tallahassee,<br />

Florida 32308. The bidder shall be responsible for inquiring as to any and all award<br />

recommendation/postings.<br />

Should concerns or discrepancies arise during the bid process, bidders are encouraged to contact the<br />

Purchasing Division prior to the scheduled bid opening. Such matters will addressed and/or remedied prior<br />

to a bid opening or award whenever practically possible. Bidders are not to contact departments or divisions<br />

regarding the bidder complaint.<br />

PLANHOLDERS<br />

As a convenience to bidders, Leon County has made available via the internet lists of all registered<br />

Page 506 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April 23, 2013 at 2:00 PM<br />

Attachment #1<br />

Page 15 of 60<br />

Exhibit A<br />

Page 6 to 33<br />

to effectively communicate Leon County procurement and contracting opportunities, through<br />

enhanced business relationships, to end disparity and to increase participation opportunities<br />

for certified minority and women-owned business enterprises in a competitive environment.<br />

This program shall:<br />

a. Eliminate any policies and/or procedural barriers that inhibit MBE and WBE<br />

participation in our procurement process.<br />

b. Established targets designed to increase MBE and WBE utilization proportionate to<br />

documented under utilization.<br />

c. Provide increased levels of information and assistance available to MBE's and<br />

WBEs.<br />

d. Implement mechanisms and procedures for monitoring MBE and WBE compliance<br />

by prime contractors.<br />

2. The term "Certified Minority Women Business Enterprise" (MWBE) is defined as Minority<br />

Business Enterprise (MBE) and Women Business Enterprise (WBE) firms certified by Leon<br />

County or the City of Tallahassee. Some firms with MBE or WBE certification by the State<br />

of Florida may be accepted under a reciprocal agreement but those from other<br />

governmental organizations are not accepted by Leon County.<br />

3. Each Respondent is strongly encouraged to secure MBE and WBE participation through<br />

purchase(s) of those goods or services to be provided by others. Firms responding to this<br />

bid are hereby made aware of the County's targets for MBE and WBE utilization.<br />

Respondents that require assistance or guidance with these MBE or WBE requirements<br />

should contact: Shanea Wilks, Leon County Minority, Women, and Small Business<br />

Enterprise Director, by telephone at (850) 606-1650; fax (850) 606-1651 or by e-mail<br />

wilkssh@leoncountyfl.gov.<br />

Respondent must complete and submit the attached Minority and Women Business<br />

Enterprise Participation Plan form . Failure to submit the completed Minority and Women<br />

Business Enterprise Participation Plan form may result in a determination of nonresponsiveness<br />

for the bid.<br />

If the aspirational target is not met, you must denote your good faith effort on the<br />

Participation Plan Form. All respondents, including MBE's, and WBE's shall either meet the<br />

aspirational target(s), or if not met, demonstrate in their bid response that a good faith effort<br />

was made to meet the aspirational target(s). Failure to complete such good faith effort<br />

statement may result in the bid being non-responsive. Below, are policy examples of good<br />

faith efforts that respondents can use if they are not meeting the aspirational target. These<br />

examples can be used to demonstrate the good faith effort.<br />

a. Advertised for participation by MNVBEs in non-minority and minority publications<br />

within the Market area, including a copy of the advertisement and proof of the date(s) it<br />

appeared - or by sending correspondence, no less than ten (1 0) days prior to the<br />

submission deadline, to all MtWBEs referred to the respondent by the MWSBE Division<br />

for the goods and services to be subcontracted and/or supplied<br />

b. Documented that the bidding Prime Contractor provided ample time for potential<br />

MBE and/or WBE subcontractors to respond to bid opportunities, including a chart<br />

outlining the schedule/time frame used to obtain bids from MBE and WBE Vendors<br />

as applicable to the aspirational Target.<br />

c. Contacted the MWSBE Division for a listing of available MtWBEs who provide the<br />

services needed for the bid or proposal.<br />

Page 508 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

Attachment #1<br />

Page 16 of 60<br />

Exhibit A<br />

Page 7 to 33<br />

d. Contacted MBEs and/or WBEs who provide the services needed for the bid or<br />

proposal.<br />

e. Documented follow-up telephone calls with potential M/WBE subcontractors<br />

seeking participation.<br />

f. Allowed potential M/WBE Subcontractors to review bid specifications, blueprints<br />

and all other Bid/RFP related items at no charge to the M/WBEs.<br />

g. Contacted the MWSBE Division, no less than five (5) business days prior to the<br />

Bid/RFP deadline, regarding problems the with respondent is having in achieving<br />

and/or reaching the aspirational targets.<br />

h. Other documentation indicating their Good Faith Efforts to meet the aspirational<br />

targets. Please provide details below.<br />

For goods and/or services to be performed in this project, the following are the aspirational targets<br />

for participation by certified MBE's and/or WBE's.<br />

Construction Sub-Contractor Targets:<br />

5. Definitions for the above targets follow:<br />

Minority Business Enterprise- 17%<br />

Woman Business Enterprise - 9%<br />

a. Minority/Women Business Enterprise (MWBE) - a business that is owned and<br />

controlled by at least 51% by one or more minority persons or by at least 51% by<br />

one or more women, and whose management and daily operations are controlled<br />

by one or more such persons shall constitute a Minority/Women business<br />

Enterprise. No business owned or controlled by a white female shall be considered<br />

a minority business for the purpose of this program if the ownership was brought<br />

about by transfer of ownership interest to the woman or women, other than by<br />

decent, within two (2) years following the sale or transfer of ownership. For the<br />

purpose of this program, all applicants for certification as a bona fide MWBE shall<br />

be an independent business entity which provides a commercially useful function .<br />

No business owned and controlled by a white male and transferred or sold to a<br />

minority or woman/women, for the purpose of participation in the County's MWBE<br />

Program, shall be considered eligible for MWBE Certification.<br />

b. Minority Person - an individual who is a citizen of the United States or a lawfully<br />

admitted permanent resident and who is a(n):<br />

1) African/Black Americans -All persons having origins in any of the Black<br />

African racial groups not of Hispanic origins and having community<br />

identification as such.<br />

2) Hispanic Americans- All persons (Mexican, Puerto Rican, Cuban, Central<br />

or South American or other Spanish Culture or origin, regardless of race)<br />

reared in a Hispanic environment and whose surname is Hispanic and<br />

having community identification as such.<br />

3) Asian American- All persons having origins in any of the original peoples of<br />

the Far East, Southeast Asia, the Indian Subcontinent, or the Pacific<br />

Islands and having community identification as such.<br />

4) American Indians, Alaskan Natives and American Aleuts- All persons<br />

having origins in any of the original people of North America, maintaining<br />

identifiable tribal affiliations through membership and participation and<br />

having community identification as such.<br />

Page 509 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April 23, 2013 at 2:00 PM<br />

c. Women - American Woman<br />

Attachment #1<br />

Page 17 of 60<br />

Exhibit A<br />

Page 8 to 33<br />

6. Prime contractors will negotiate in good faith with interested MWBE's, not rejecting a MWBE<br />

as unqualified or unacceptable without sound business reasons based on a through<br />

investigation of their capabilities. The basis for rejecting any MWBE deemed unqualified<br />

or unacceptable by the Prime Contractor shall be included in the Good Faith Effort<br />

documentation. The Prime Contractor shall not impose unrealistic conditions of<br />

performance on MWSBE's seeking subcontracting opportunities.<br />

7. Leon County reserves the right to request supporting documentation as evidence of good<br />

faith efforts indicated above at any time. Failure to provide supporting documentation when<br />

requested shall deem your bid/proposal as non-responsive.<br />

B. Equal Opportunity/Affirmative Action Requirements<br />

The contractors and all subcontractors shall agree to a commitment to the principles and practices<br />

of equal opportunity in employment and to comply with the letter and spirit of federal, state, and local<br />

laws and regulations prohibiting discrimination based on race, color, religion, national region, sex,<br />

age, handicap, marital status, and political affiliation or belief.<br />

For federally funded projects, in addition to the above, the contractor shall agree to comply with<br />

Executive Order 11246, as amended, and to comply with specific affirmative action obligations<br />

contained therein.<br />

In addition to completing the Equal Opportunity Statement, the Respondent shall include a copy of<br />

any affirmative action or equal opportunity policies in effect at the time of submission.<br />

LOCAL PREFERENCE IN PURCHASING AND CONTRACTING<br />

1. Preference in bidding. In purchasing of, or letting of contracts for procurement of, personal property,<br />

materials, contractual services, and construction of improvements to real property or existing<br />

structures in which pricing is the major consideration, the authorized purchasing authority of Leon<br />

County may give a preference to local businesses in making such purchase or awarding such<br />

contract, as follows:<br />

a) Individuals or firms which have a home office located within Leon, Gadsden, Wakulla, or<br />

Jefferson County, and which meet all of the criteria for a local business as set forth in this<br />

article, shall be given a preference in the amount of five percent of the bid price.<br />

b) Individuals or firms which do not have a home office located within Leon, Gadsden,<br />

Wakulla, or Jefferson County, and which meet all of the criteria for a local business as set<br />

forth in this article, shall be given a preference in the amount of three percent of the bid<br />

price.<br />

The maximum cost differential shall not exceed $20,000.00. Total bid price shall include the base<br />

bid and all alternatives or options to the base bids which are part of the bid and being recommended<br />

for award by the appropriate authority.<br />

2. Preference in bidding for construction services in projects estimated to exceed $250,000. Except<br />

where otherwise prohibited by federal or state law or other funding source restrictions, in the<br />

purchasing of, or letting of contracts for procurement of construction services for improvements to<br />

real property or existing structures that are estimated to exceed $250,000 in value, the County may<br />

give preference to local businesses in the following manner:<br />

a) Under a competitive bid solicitation, when the lowest responsive and responsible bid is<br />

submitted by an individual or firm that is not a local business , then the local business that<br />

submitted the lowest responsive and responsible bid shall be offered the opportunity to<br />

Page 510 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April 23, 2013 at 2:00PM<br />

Attachment #1<br />

Page 18 of 60<br />

Exhibit A<br />

Page 9 to 33<br />

perform the work at the lowest bid amount, if that local business's bid was not greater than<br />

11 0% of the lowest responsive and responsible bid amount.<br />

b) All contractual awards issued in accordance with the provisions of this subsection<br />

(paragraph 2) shall contain aspirational trade contractor work targets, based on market and<br />

economic factors, of 85 percent as follows: The successful individuals or firms shall agree to<br />

engage not less than 85 percent of the dollar value of trade contractor work with local<br />

businesses unless the successful individuals or firms prove to the County's satisfaction, that<br />

the trade contractor work is not available locally with the Leon, Gadsden, Wakulla or<br />

Jefferson County area. The term "trade contractor" shall mean a subcontractor who<br />

contracts with the prime contractor and whose primary activity is performing specific<br />

activities (e .g., pouring concrete, masonry, site preparation, framing, carpentry, dry wall<br />

installation, electrical, plumbing, painting) in a construction project but is not responsible for<br />

the entire project.<br />

3. Local business definition. For purposes of this section, "local business" shall mean a business<br />

which:<br />

a) Has had a fixed office or distribution point located in and having a street address within<br />

Leon, Gadsden, Wakulla, or Jefferson County for at least six (6) months immediately prior to<br />

the issuance of the request for competitive bids or request for proposals by the County; and<br />

b) Holds any business license required by the County, and, if applicable, the City of<br />

Tallahassee; and<br />

c) Is the principal offeror who is a single offeror; a business which is the prime contractor and<br />

not a subcontractor; or a partner or joint venturer submitting an offer in conjunction with<br />

other businesses.<br />

3. Certification. Any bidder claiming to be a local business as defined, shall so certify in writing to the<br />

Purchasing Division. The certification shall provide all necessary information to meet the<br />

requirements of above. The Local Vendor Certification Form is enclosed. The purchasing agent<br />

shall not be required to verify the accuracy of any such certifications, and shall have the sole<br />

discretion to determine if a bidder meets the definition of a "local business."<br />

INSURANCE:<br />

Bidders' attention is directed to the insurance requirements below. Bidders should confer with their<br />

respective insurance carriers or brokers to determine in advance of bid submission the availability of<br />

insurance certificates and endorsements as prescribed and provided herein. The Insurance Certification<br />

Form attached hereto is to be completed and submitted as part of your bid response. If an apparent low<br />

bidder fails to comply strictly with the insurance requirements, that bidder may be disqualified from award of<br />

the contract.<br />

Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to<br />

persons or damages to property which may arise from or in connection with the performance of the work<br />

hereunder by the Contractor, his agents, representatives, employees or subcontractors. The cost of such<br />

insurance shall be included in the Contractor's bid.<br />

1. Minimum Limits of Insurance. Contractor shall maintain limits no less than:<br />

a. General Liability: $1 ,000,000 Combined Single Limit for bodily injury and property<br />

damage per occurrence with a $2,000,000 annual aggregate. Completed operations<br />

coverage will be provided for a period of three (3) years beyond termination and/or<br />

completion of the project. Coverage must include bodily injury and property damage,<br />

including Premise/Operations: a per location aggregate, Broad Form Contractual liability;<br />

Broad Form Property Damage; Fire Legal liability; Independent Contractors coverage;<br />

Cross Liability & Severability of Interest Clauses; and Personal Injury (deleting employee<br />

and contractual exclusions), and coverage for explosion, collapse, and underground<br />

Page 511 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April 23, 2013 at 2:00 PM<br />

(X,C,U).<br />

Attachment #1<br />

Page 19 of 60<br />

Exhibit A<br />

Page 10 to 33<br />

b. Automobile Liability: $1,000,000 combined single limit per accident for bodily injury and<br />

property damage. (Non-owned, Hired Car).<br />

c. Workers' Compensation and Employers Liability: Workers' Compensation insurance<br />

covering all employees and meeting statutory requirements in compliance with the<br />

applicable state and federal laws and Employer's Liability with a limit of $500,000 per<br />

accident, $500,000 disease policy limit, $500,000 disease each employee. Waiver of<br />

Subrogation in lieu of Additional Insured is required.<br />

2. Deductibles and Self-Insured Retentions<br />

Any deductibles or self-insured retentions must be declared to and approved by the County. At the<br />

option of the County, either: the insurer shall reduce or eliminate such deductibles or self-insured<br />

retentions as respects the County, its officers, officials, employees and volunteers; or the Contractor<br />

shall procure a bond guaranteeing payment of losses and related investigations, claim<br />

administration and defense expenses.<br />

3. Other Insurance Provisions The policies are to contain, or be endorsed to contain, the following<br />

provisions:<br />

a. General Liability and Automobile Liability Coverages (County is to be named as Additional<br />

Insured).<br />

1. The County, its officers, officials, employees and volunteers are to be covered as<br />

insureds as respects; liability arising out of activities performed by or on behalf of<br />

the Contractor, including the insured's general supervision of the Contractor;<br />

products and completed operations of the Contractor; premises owned, occupied or<br />

used by the Contractor; or automobiles owned, leased, hired or borrowed by the<br />

Contractor. The coverage shall contain no special limitations on the scope of<br />

protections afforded the County, its officers, officials, employees or volunteers.<br />

2. The Contractor's insurance coverage shall be primary insurance as respects the<br />

County, it officers, officials, employees and volunteers. Any insurance of selfinsurance<br />

maintained by the County, its officers, officials, employees or volunteers<br />

shall be excess of the Contractor's insurance and shall not contribute with it.<br />

3. Any failure to comply with reporting provisions of the policies shall not affect<br />

coverage provided to the county, its officers, officials, employees or volunteers.<br />

4. The Contractor's insurance shall apply separately to each insured against whom<br />

claims is made or suit is brought, except with respect to the limits of the insurer's<br />

liability.<br />

b. All Coverages<br />

Each insurance policy required by this clause shall be endorsed to state that coverage shall<br />

not be suspended, voided, canceled by either party, reduced in coverage or in limits except<br />

after thirty (30) days' prior written notice by certified mail, return receipt requested, has been<br />

given to the County.<br />

4. Acceptability of Insurers. Insurance is to be placed with insurers with a Best's rating of no less than<br />

A :VII.<br />

5. Verification of Coverage. Contractor shall furnish the County with certificates of insurance and with<br />

original endorsements effecting coverage required by this clause. The certificates and<br />

Page 512 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

Attachment #1<br />

Page 20 of 60<br />

Exhibit A<br />

Page 11 to 33<br />

endorsements for each insurance policy are to be signed by a person authorized by that insurer to<br />

bind coverage on its behalf. All certificates and endorsements are to be received and approved by<br />

the County before work commences. The County reserves the right to require complete, certified<br />

copies of all required insurance policies at any time. Certificates of Insurance acceptable to the<br />

County shall be filed with the County prior to the commencement of the work. These policies<br />

described above, and any certificates shall specifically name the County as an additional Insured<br />

and shall contain a provision that coverage afforded under the policies will not be canceled until at<br />

least thirty (30) days prior to written notice has been given to the County.<br />

Cancellation clauses for each policy should read as follows: Should any of the<br />

above described policies be canceled before the expiration date thereof, the issuing<br />

company will mail thirty (30) days written notice to the Certificate Holder named<br />

herein.<br />

6. Subcontractors. Contractors shall include all subcontractors as insureds under its policies or shall<br />

furnish separate certificates and endorsements for each subcontractor. All coverages for<br />

subcontractors shall be subject to all of the requirements stated herein.<br />

AGREEMENT:<br />

After the bid award, the County will, at its option, prepare a purchase order or an agreement specifying the<br />

terms and conditions resulting from the award of this bid. Every procurement of contractual services shall<br />

be evidenced by a written agreement. The bidder will have five calendar days after receipt to acknowledge<br />

the purchase order or execute the agreement.<br />

The performance of Leon County of any of its obligations under the purchase order or agreement shall be<br />

subject to and contingent upon the availability of funds lawfully expendable for the purposes of the purchase<br />

order or agreement for the current and any future periods provided for within the bid specifications.<br />

PURCHASES BY OTHER PUBLIC AGENCIES:<br />

With the consent and agreement of the successful bidder(s), purchases may be made under this bid by<br />

other governmental agencies or political subdivisions within the State of Florida. Such purchases shall be<br />

governed by the same pricing, terms and conditions stated herein with no deviations allowed. This<br />

agreement in no way restricts or interferes with the right of any public agency or political subdivision to bid<br />

any or all of the items or services independently.<br />

PENALTIES:<br />

BIDS MAY BE REJECTED AND/OR Bidder(S) DISQUALIFIED FOR THE FOLLOWING REASONS:<br />

1. Consistent failure to respond to bid invitation for three (3) consecutive instances.<br />

2. Failure to update the information on file including address, product, service or business<br />

descriptions.<br />

3. Failure to perform according to contract provisions.<br />

4. Conviction in a court of law of any criminal offense in connection with the conduct of business.<br />

5. Clear and convincing evidence of a violation of any federal or state anti-trust law based on the<br />

submission of bids or proposals, or the awarding of contracts.<br />

6. Clear and convincing evidence that the bidder has attempted to give a Board employee a gratuity of<br />

any kind for the purpose of influencing a recommendation or decision in connection with any part of<br />

the Board's purchasing activity.<br />

7. Other reasons deemed appropriate by the Board of County Commissioners.<br />

Page 513 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

PUBLIC ENTITY CRIMES STATEMENT:<br />

Attachment #1<br />

Page 21 of 60<br />

Exhibit A<br />

Page 12 to 33<br />

A person or affiliate who has been placed on the convicted vendor list following a conviction for a public<br />

entity crime may not submit a bid on a contract to provide any goods or services to a public entity, may not<br />

submit a bid on a contract with a public entity for the construction or repair of a public building or public work,<br />

may not submit bids on leases of real property to a public entity, may not be awarded or perform work as a<br />

contractor, subcontractor, or consultant under a contract with any public entity, and may not transact<br />

business with any public entity in excess of the threshold amount provided in Section 287.017, for<br />

CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. By<br />

submission of a proposal in response to this document, the vendor certifies compliance with the above<br />

requirements as stated in Section 287.133, Florida Statutes.<br />

MANUFACTURERS' NAME AND APPROVED EQUIVALENTS:<br />

Manufacturers' names, trade names, brand names, information and/or catalog numbers listed in a<br />

specification are for information and not intended to limit competition. The bidder may offer any brand for<br />

which he is an authorized representative, which meets or exceeds the specifications for any item(s). If bids<br />

are based on equivalent products, indicate on the bid form the manufacturer's name and catalog number.<br />

Bidder shall submit with his bid, cuts, sketches, and descriptive literature and/or specifications. The bidder<br />

should also explain in detail the reason(s) why and submit proof that the proposed equivalent will meet the<br />

specifications and not be considered an exception thereto. The Leon County Board of County<br />

Commissioners reserves the right to be the sole judge of what is equal and acceptable. Bids which do not<br />

comply with these requirements are subject to rejection. If Bidder fails to name a substitute it will be<br />

assumed that he is bidding on, and he will be required to furnish goods identical to bid standard.<br />

IDENTICAL TIE BIDS:<br />

Preference shall be given to businesses with drug-free workplace programs. Whenever two or more bids<br />

which are equal with respect to price, quality, and service are received by the State or by any political<br />

subdivision for the procurement of commodities or contractual services, a bid received from a business that<br />

certifies that it has implemented a drug-free workplace program shall be given preference in the award<br />

process. Established procedures for processing tie bids will be followed if none of the tied vendors have a<br />

drug-free workplace program. Bidder must complete and submit as part of the bid response the attached<br />

"IDENTICAL TIE BID" form. Failure to submit a completed form may result in the bid being determined as<br />

non-responsive.<br />

ETHICAL BUSINESS PRACTICES<br />

A. Gratuities. It shall be unethical for any person to offer, give, or agree to give any County employee,<br />

or for any County employee to solicit, demand, accept, or agree to accept from another person, a<br />

gratuity or an offer of employment in connection with any decision, approval, disapproval,<br />

recommendation, or preparation of any part of a program requirement or a purchase request,<br />

influencing the content of any specification or procurement standard, rendering of advice,<br />

investigation, auditing, or performing in any other advisory capacity in any proceeding or application,<br />

request for ruling, determination, claim or controversy, or other particular matter, subcontract, or to<br />

any solicitation or proposal therefor.<br />

B. Kickbacks. It shall be unethical for any payment, gratuity, or offer of employment to be made by or<br />

on behalf of a subcontractor under a contract to the prime contractor or higher tier subcontractor or<br />

any person associated therewith, as an inducement for the award of a subcontract or order.<br />

C. The Board reserves the right to deny award or immediately suspend any contract resulting from this<br />

proposal pending final determination of charges of unethical business practices. At its sole<br />

discretion, the Board may deny award or cancel the contract if it determines that unethical business<br />

practices were involved.<br />

Page 514 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

II. CONTRACT PROVISIONS<br />

PAYMENT AND PERFORMANCE BOND<br />

Attachment #1<br />

Page 22 of 60<br />

Exhibit A<br />

Page 13 to 33<br />

A Payment and Performance Bond in the amount of 1 00% of the estimated project cost shall be supplied by<br />

the Contractor at the beginning of each Notice to Proceed issued for each job.<br />

Payment and Performance and Material Bonds shall provide that, in the event of non-performance on the<br />

part of the Contractor the bond can be presented for honor and acceptance at an authorized representative<br />

or institution located in Tallahassee, Florida. The Payment and Performance Bond shall be in the following<br />

form:<br />

PUBLIC CONSTRUCTION BOND<br />

Bond No.(enter bond number)<br />

BY THIS BOND, We , as Principal and<br />

a corporation, as Surety, are bound to , herein called Owner, in the sum of$<br />

for payment of which we bind ourselves, our heirs, personal representatives, successors, and assigns,<br />

jointly and severally.<br />

THE CONDITION <strong>OF</strong> THIS BOND is that if Principal:<br />

1 . Performs the contract dated , between Principal and Owner for<br />

construction of , the contract being made a party of this bond by reference, at the time and<br />

in the manner prescribed in the contract; and<br />

2. Promptly makes payments to all claimants, as defined in Section 255.05(1), Florida<br />

Statutes, supplying Principal with labor, materials, or supplies, used directly or indirectly by Principal in the<br />

prosecution of the work provided for in the contract; and<br />

3. Pays Owner all losses, damages, expenses, costs, and attorney's fees, including appellate<br />

proceedings, that Owner sustains because of a default by Principal under the contract; and<br />

4. Performs the guarantee of all work and materials furnished under the contract for the time<br />

specified in the contract, then this bond is void; otherwise it remains in full force.<br />

Any action instituted by a claimant under this bond for payment must be in accordance with the<br />

notice and time limitation provisions in Section 255.05(2), Florida Statutes.<br />

Any changes in or under the contract documents and compliance or noncompliance with any<br />

formalities connected with the contract or the changes does not affect Surety's obligation under this bond.<br />

DATED on this the day of '2012.<br />

By:<br />

(Name of Principal)<br />

(As Attorney-In-Fact)<br />

(Name of Surety)<br />

Payment bonds executed as a result of the requirements herein by a surety shall make reference to Section<br />

255.05, Florida Statutes, by number and shall contain reference to the notice and time limitation provisions<br />

in Section 255.05, Florida Statutes.<br />

TIME AND LIQUIDATED DAMAGES<br />

Page 515 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April 23, 2013 at 2:00 PM<br />

Attachment #1<br />

Page 23 of 60<br />

Exhibit A<br />

Page 14 to 33<br />

The work to be performed under this contract shall be commenced within fifteen (15) days of the Notice to<br />

Proceed. All work to be performed under this Contract shall be completed within the time specified for each<br />

separate project. If the work to be performed under this Contract is not completed within the time set forth<br />

above, or within such extra time as may be granted by the County, the Contractor shall be deemed to be in<br />

default. For each day the Contractor is in default, the Contractor or its Surety shall pay to the County, not as<br />

a penalty, but as liquidated damages, the sum of $250.00.<br />

Permitting the Contractor to continue and finish the work or any part of it after the expiration of the contract<br />

time allowed, including extensions, if any, shall in no way act as a waiver on the part of County of the<br />

liquidated damages due under the contract.<br />

EMPLOYMENT ELIGIBILITY VERIFICATION<br />

1. Contractor agrees that it will enroll and participate in the federal E-Verify Program for Employment<br />

Verification under the terms provided in the "Memorandum of Understanding" governing the<br />

program. Contractor further agrees to provide to the County, within thirty days of the effective date of<br />

this contract/amendment/extension, documentation of such enrollment in the form of a copy of the<br />

E-Verify '"Edit Company Profile' screen", which contains proof of enrollment in theE-Verify Program<br />

(this page can be accessed from the "Edit Company Profile" link on the left navigation menu of the<br />

E-Verify employer's homepage).<br />

2. Contractor further agrees that it will require each subcontractor that performs work under this<br />

contract to enroll and participate in the E-Verify Program within sixty days of the effective date of this<br />

contract/amendment/extension or within sixty days of the effective date of the contract between the<br />

Contractor and the subcontractor, whichever is later. The Contractor shall obtain from the<br />

subcontractor(s) a copy of the "Edit Company Profile" screen indicating enrollment in the E-Verify<br />

Program and make such record(s) available to the Agency upon request.<br />

3. Contractor will utilize the U.S. Department of Homeland Security's E-Verify system to verify the<br />

employment eligibility of: (a) all persons employed during the term of the Agreement by Contractor<br />

to perform employment duties within Florida; and (b) all persons (including subcontractors) assigned<br />

by Contractor to perform work pursuant to the Agreement.<br />

a. Contractor must useE-Verify to initiate verification of employment eligibility for all persons<br />

employed during the term of the Agreement by Contractor to perform employment duties<br />

within Florida within 3 business days after the date of hire.<br />

b. Contractor must initiate verification of each person (including subcontractors) assigned by<br />

Contractor to perform work pursuant to the Agreement within 60 calendar days after the<br />

date of execution of this contract or within 30 days after assignment to perform work<br />

pursuant to the Agreement, whichever is later.<br />

4. Contractor further agrees to maintain records of its participation and compliance with the provisions<br />

of the E-Verify program, including participation by its subcontractors as provided above, and to<br />

make such records available to the County or other authorized state entity consistent with the terms<br />

of the Memorandum of Understanding.<br />

5. Compliance with the terms of this Employment Eligibility Verification provision is made an express<br />

condition of this contract and the County may treat a failure to comply as a material breach of the<br />

contract.<br />

PAYMENTS TO THE GENERAL CONTRACTOR<br />

Payments to the Contractor shall be made according to the requirements of the Local Government Prompt<br />

Pay Act, sections 218.70-218.79, Florida Statutes.<br />

STATUS<br />

Page 516 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, Aprll23, 2013 at 2:00PM<br />

Attachment #1<br />

Page 24 of 60<br />

Exhibit A<br />

Page 15 to 33<br />

The Contractor shall at all times, relevant to this contract, be an independent contractor and in no event shall<br />

the Contractor, nor any employees or sub-contractors under it, be considered to be employees of Leon<br />

County.<br />

AUDITS. RECORDS. AND RECORDS RETENTION<br />

The Contractor agrees:<br />

1. To establish and maintain books, records, and documents (including electronic storage media) in<br />

accordance with generally accepted accounting procedures and practices, which sufficiently and<br />

properly reflect all revenues and expenditures of funds provided by the County under this contract.<br />

2. To retain all client records, financial records, supporting documents, statistical records, and any<br />

other documents (including electronic storage media) pertinent to this contract for a period of five (5)<br />

years after termination of the contract, or if an audit has been initiated and audit findings have not<br />

been resolved at the end of five (5) years, the records shall be retained until resolution of the audit<br />

findings or any litigation which may be based on the terms of this contract.<br />

3. Upon completion or termination of the contract and at the request of the County, the Contractor will<br />

cooperate with the County to facilitate the duplication and transfer of any said records or documents<br />

during the required retention period as specified in paragraph 1 & 2 above.<br />

4. To assure that these records shall be subject at all reasonable times to inspection, review, or audit<br />

by Federal, state, or other personnel duly authorized by the County.<br />

5. Persons duly authorized by the County and Federal auditors, pursuant to 45 CFR, Part 92.36(1)(10),<br />

shall have full access to and the right to examine any of provider's contract and related records and<br />

documents, regardless of the form in which kept, at all reasonable times for as long as records are<br />

retained.<br />

6. To include these aforementioned audit and record keeping requirements in all approved<br />

subcontracts and assignments.<br />

MONITORING<br />

To permit persons duly authorized by the County to inspect any records, papers, documents, facilities,<br />

goods, and services of the provider which are relevant to this contract, and interview any clients and<br />

employees of the provider to assure the County of satisfactory performance of the terms and conditions of<br />

this contract.<br />

Following such evaluation, the County will deliver to the provider a written report of its findings and will<br />

include written recommendations with regard to the provider's performance of the terms and conditions of<br />

this contract. The provider will correct all noted deficiencies identified by the County within the specified<br />

period of time set forth in the recommendations. The provider's failure to correct noted deficiencies may, at<br />

the sole and exclusive discretion of the County, result in any one or any combination of the following: (1) the<br />

provider being deemed in breach or default of this contract; (2) the withholding of payments to the provider<br />

by the County; and (3) the termination of this contract for cause.<br />

RIGHT TO INSPECT PLANT<br />

The County may, at its discretion, inspect the part of the plant or place of business of a contractor or any<br />

subcontractor which is related to the performance of any contract awarded, or to be awarded, by Leon<br />

County. The right expressed herein shall be included in all contracts or subcontracts that involve the<br />

performance of any work or service involving Leon County.<br />

TERMINATION<br />

Page 517 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April 23, 2013 at 2:00 PM<br />

Attachment #1<br />

Page 25 of 60<br />

Exhibit A<br />

Page 16 to 33<br />

The County may terminate this Agreement without cause, by giving the Contractor thirty {30) days written<br />

notice of termination. Either party may terminate this Agreement for cause by giving the other party hereto<br />

thirty (30) days written notice of termination. The County shall not be required to give Contractor such thirty<br />

(30) day written notice if, in the opinion of the County, the Contractor is unable to perform its obligations<br />

hereunder, or if thin the County's opinion, the services being provided are not satisfactory. In such case, the<br />

County may immediately terminate the Agreement by mailing a notice of termination to the Contractor.<br />

This Agreement may be terminated by the County if the Contractor is found to have submitted a false<br />

certification as required under section 215.471 (5), Florida Statutes, been placed on the Scrutinized<br />

Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum<br />

Energy Sector List, or been engaged in business operations in Cuba or Syria.<br />

WARRANTIES:<br />

Bidder will warrant title to all goods sold as provided for in Section 672, Florida Statutes.<br />

Contractor understands that no amount of work is guaranteed to it nor is the County under an obligation to<br />

utilize the services of the Contractor in those instances where the work to be performed can be done by<br />

County personnel or under separate contract. Any work to be performed shall be upon the written request of<br />

the County Administrator or his representative, which request shall set forth the commencing date of such<br />

work and the time within which such work shall be completed.<br />

PERMITS<br />

The Contractor shall pay for and obtain all necessary permits as required by law.<br />

ASSIGNMENT<br />

This contract shall not be assigned or sublet as a whole or in part without the written consent of the County,<br />

nor shall the Contractor assign any monies due or to become due to him hereunder without the previous<br />

written consent of the County.<br />

INDEMNIFICATION<br />

The Contractor agrees to indemnify and hold harmless the County, its officials, officers and employees, from<br />

and against any and all liabilities, damages, losses and costs, including, but not limited to reasonable<br />

attorney's fees, to the extent caused by the negligence, recklessness, or intentional wrongful misconduct of<br />

the Contractor and persons employed or utilized by the Contractor in the performance of this agreement.<br />

The County may, at its sole option, defend itself or required the Contractor to provide the defense. The<br />

Contractor acknowledges that the sum of ten dollars ($1 0.00) of the amount paid to the Contractor<br />

constitutes sufficient consideration for the Contractor's indemnification of the County, its officials, officers<br />

and employees.<br />

It is understood that the Contractors responsibility to indemnify and defend the County, it officials, officers<br />

and employees is limited to the Contractors proportionate share of liability caused by the negligent acts or<br />

omissions of the Contractor, its delegates, agents or employees.<br />

TECHNICAL SPECIFICATIONS<br />

I. GENERAL REQUIREMENTS<br />

This is to be a segmented project. Each segment will be a particular roadway in Leon County. Leon County<br />

will secure all necessary permits prior to notifying the Contractor to proceed with particular segment. Upon<br />

receiving Notice to Proceed (NTP), the Contractor will have 15 calendar days to begin work on specified<br />

section.<br />

Page 518 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

Attachment #1<br />

Page 26 of 60<br />

Exhibit A<br />

Page 17 to 33<br />

The construction sequence and design notes will be shown on the construction plans and may be adjusted<br />

on site with Engineer's approval. Except when modified by the specifications for individual projects, the<br />

technical specifications herein, construction, procedure, materials, and equipment shall be in accordance<br />

with the following specifications and contract documents:<br />

A. All standards and specifications called out on the construction plans.<br />

B. Manual on Uniform Traffic Control Devices (MUTCD), Federal Highway Administration,<br />

Latest Edition.<br />

C. Leon County Supplemental Specifications (Modification) to Florida Department of<br />

Transportation Standard Specifications for Road and Bridge Construction, 2010 Edition.<br />

D. Florida Department of Transportation Standard Specifications for Road and Bridge<br />

Construction, 2010 Edition.<br />

E. Florida Department of Transportation Design Standards, 201 0 Edition.<br />

F. Americans with Disabilities Act, Latest Edition.<br />

In the event of any conflict between the F.D.O.T. standard specifications and the specifications of this<br />

contract the specifications of this contract shall govern. The term "Engineer" represents "Leon County<br />

Engineer" or his/her designee.<br />

The County's project manager reserves the right to inspect projects at all stages of completion. In the event<br />

of unsatisfactory work, the Contractor shall make corrections or changes at no cost to Leon County. The<br />

Contractor shall consult with the County's project manager and Chief of Construction Management, or their<br />

designees for final inspection upon completion of each sidewalk installation.<br />

II. SPECIAL PROVISIONS<br />

A. A minimum width of sidewalk shall be 5 feet with sufficient buffer between edge of road and<br />

sidewalk.<br />

B. Where insufficient buffer zone is present, other alternatives may be considered by the<br />

Engineer including but not limited to curb & gutter and boardwalk.<br />

C. The details of the sidewalk construction are depicted on the Typical Section Sheets.<br />

D. The minimum width of the sidewalk directly behind the concrete curb is six feet.<br />

E. Raised Sidewalk with French Drain may be used in environmentally sensitive area if<br />

required by Environmental Agencies.<br />

F. A National Pollutant Discharge Elimination System (NPDES) General Permit for Storm<br />

Water Discharges from Construction Activities applies to this Contract when the project<br />

area is greater then one acre. It is the Contractor's responsibility to secure the NPDES<br />

permit prior to commencement of construction. A copy of the NPDES permit application<br />

form can be obtained through the Florida Department of Environmental Protection's web<br />

site at http://www.dep.state.fl.us/water/stormwater/npdes/permits_forms.htm.<br />

G. The Contractor shall exercise extreme care during all construction activities in proximity to<br />

H. Utility poles and buried utilities. The Contractor shall be responsible to obtain and verify all<br />

necessary utility locations.<br />

I. The Contractor and Sub-Contractors shall be pre-qualified by FOOT for the work pertinent<br />

to the job under this contract.<br />

J. The Contractor or its subcontractor shall be certified by FOOT for maintenance of traffic.<br />

The Contractor shall furnish signage, barricades, lights and flagmen in accordance with the<br />

MUTCD and the FOOT's Maintenance of Traffic Specifications, within all construction areas.<br />

Safety equipment shall be kept and maintained in good working order. Should the County's<br />

project manager determine that an unsafe condition exists; the Contractor shall be required<br />

to stop work until the condition has been corrected. The correction of unsafe condition does<br />

not warrant extension of contract time.<br />

K. The pedestrian bridge pay item may be used at the discretion of the County.<br />

L. When the pedestrian bridge is used to connect the sidewalks over a wetland area or<br />

through an area with extremely steep back slopes, the minimum width (clearance) for<br />

pedestrian access on the bridge is five feet while sufficient buffer is provided between the<br />

edge of pavements and the pedestrian bridge.<br />

Page 519 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

Attachment #1<br />

Page 27 of 60<br />

Exhibit A<br />

Page 18 to 33<br />

M. The price of the pedestrian bridge will be negotiated under the term of this contract and on<br />

the individual basis when the respective sidewalk project calls for it.<br />

N. This contract is a Unit Price Contract and the work will be paid based on the actual<br />

quantities used during construction.<br />

0. Contractor understands that no amount of work is guaranteed nor is the County under an<br />

obligation to utilize the services of the Contractor in those instances where the work to be<br />

performed can be done by County personnel or under separate contract. Any work to be<br />

performed shall be upon the written request of the County Administrator or his<br />

representative, which request shall set forth the commencing date of such work and the<br />

time within which such work shall be completed.<br />

P. The liquidated damages are set based on the contract amount for each individual assigned<br />

project and according to the latest FOOT Standard Specifications for Road and Bridge<br />

Construction.<br />

Q. The Contractor shall provide, as needed, a Sheriffs Deputy at their hourly rate, per Leon<br />

County's discretion. The Contractor shall pay the weekly invoice from the Sheriffs<br />

Department, and submit it to Leon County Public Works Department without any markup<br />

cost for reimbursement.<br />

BID CHECKLIST:<br />

Please submit the items on the following list and any other items required by any section of this invitation for<br />

bids. The checklist is provided as a courtesy and may not be inclusive of all items required within this<br />

invitation for bids.<br />

Completed Bid Response Sheet with Manual Signature<br />

Affidavit Immigration Laws<br />

Minority/Women Business Enterprise Participation Plan/Good Faith Statement<br />

Identical Tie Bid Statement<br />

Insurance Certification Form<br />

Contractor's Business Information Form<br />

Non Collusion Affidavit<br />

Certification/Debarment Form<br />

Applicable Licenses/Registrations<br />

Page 520 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

BID RESPONSE SHEET<br />

Attachment #1<br />

Page 28 of 60<br />

Exhibit A<br />

Page 19 to 33<br />

The Board of County Commissioners, Leon County, reserves the right to accept or reject any and/or all bids<br />

in the best interest of Leon County.<br />

Shelly W. Kelley<br />

Purchasing Director<br />

Nick Maddox<br />

Chairman<br />

This proposal is submitted by the below named firm/individual by the undersigned authorized representative.<br />

BY<br />

ADDRESS<br />

TELEPHONE<br />

FAX<br />

ADDENDA ACKNOWLEDGMENTS: (IF APPLICABLE)<br />

Addendum #1 dated ____ _ Initials<br />

Addendum #2 dated _____ Initials<br />

Addendum #3 dated ____ _ Initials<br />

Unit price sheet total:<br />

(Firm Name)<br />

(Authorized Representative)<br />

(Printed or Typed Name)<br />

Page 521 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

AFFIDAVIT CERTIFICATION<br />

IMMIGRATION LAWS<br />

Attachment #1<br />

Page 29 of 60<br />

Exhibit A<br />

Page 20to 33<br />

Leon County will not intentionally award County contracts to any contractor who knowingly employs<br />

unauthorized alien workers, constituting a violation of the employment provisions contained in 8 U.S.C.<br />

Section 1324 A(e) {Section 274a(e) of the Immigration and Nationality Act ("INA").<br />

Leon County may consider the employment by any Contractor of Unauthorized Aliens a violation of Section<br />

274A(e) of the INA Such violation by the Recipient of the employment provision contained in Section<br />

274A(e) of the INA shall be ground for unilateral cancellation of the contract by Leon County.<br />

BIDDER ATTESTS THAT THEY ARE FULLY COMPLIANT WITH ALL APPLICABLE IMMIGRATION LAWS<br />

(SPECIFICALLY TO THE 1986 IMMIGRATION ACT AND SUBSEQUENT AMENDMENTS).<br />

Company Name:<br />

Signature: - ----- - ----- - ----- Title:<br />

STATE <strong>OF</strong>-------­<br />

<strong>COUNTY</strong> <strong>OF</strong>-------<br />

Sworn to and subscribed before me this __ day of _____ , 20_.<br />

Personally known------- -<br />

OR Produced identification, _____ _<br />

(Type of identification)<br />

Notary Public - State of<br />

My commission expires:<br />

NOTARY PUBLIC<br />

Printed, typed, or stamped<br />

commissioned name of notary public<br />

The signee of this Affidavit guarantees, as evidenced by the sworn affidavit required herein, the truth and<br />

accuracy of this affidavit to interrogatories hereinafter made.<br />

<strong>LEON</strong> <strong>COUNTY</strong> RESERVES THE RIGHT TO REQUEST SUPPORTING DOCUMENTATION,<br />

AS EVIDENCE <strong>OF</strong> SERVICES PROVIDED, AT ANY TIME.<br />

Page 522 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April 23, 2013 at 2:00PM<br />

0 c.<br />

0 d.<br />

0 e.<br />

0 f.<br />

0 g.<br />

0 h.<br />

Attachment #1<br />

Page 31 of 60<br />

Exhibit A<br />

Page 22 to 33<br />

Contacted the MWSBE Division for a listing of available MWBEs who provide the services<br />

needed for the bid or proposal.<br />

Contacted MBEs and/or WBEs who provide the services needed for the bid or proposal.<br />

Documented follow-up telephone calls with potential MIWBE subcontractors seeking<br />

participation.<br />

Allowed potential MIWBE Subcontractors to review bid specifications, blueprints and all other<br />

Bid/RFP related items at no charge to the MIWBEs.<br />

Contacted the MWSBE Division, no less than five (5) business days prior to the Bid/RFP<br />

deadline, regarding problems the with respondent is having in achieving and/or reaching the<br />

aspirational targets.<br />

Other documentation indicating their Good Faith Efforts to meet the aspirational targets.<br />

Please provide details below.<br />

2. Prime contractors will negotiate in good faith with interested MWSBE's, not rejecting a MWSBE as<br />

unqualified or unacceptable without sound business reasons based on a through investigation of their<br />

capabilities. The basis for rejecting any MWBE deemed unqualified or unacceptable by the Prime<br />

Contractor shall be included in the Good Faith Effort documentation. The Prime Contractor shall not<br />

impose unrealistic conditions of performance on MWSBE's seeking subcontracting opportunities.<br />

3. Leon County reserves the right to request supporting documentation as evidence of good faith efforts<br />

indicated above at any time. Failure to provide supporting documentation when requested shall deem<br />

your bid/proposal as non-responsive.<br />

PARTICIPATION PLAN FORM continued on following pages.<br />

Page 524 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, Aprll23, 2013 at 2:00PM<br />

SECTION 4 - NON-MWBE SUBCONTRACTORS<br />

Respondent shall complete the following Table identifying non-MBE's or WBE's subcontractors it anticipates utilizing on the project.<br />

Non-MBE and WBE Intended Utilization<br />

Firm's Name Firm's Address Firm's Total Dollar Type of Service to Provide<br />

Phone# Amount<br />

a.<br />

b.<br />

c.<br />

d.<br />

e.<br />

f.<br />

g.<br />

h.<br />

i.<br />

Exhibit A<br />

Page 24 to 33<br />

Page 526 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

Attachment #1<br />

Page 33 of 60


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

EQUAL OPPORTUNITY/AFFIRMATIVE ACTION STATEMENT<br />

Attachment #1<br />

Page 34 of 60<br />

Exhibit A<br />

Page 25 to 33<br />

1. The contractors and all subcontractors hereby agree to a commitment to the principles and practices of<br />

equal opportunity in employment and to comply with the letter and spirit of federal, state, and local laws<br />

and regulations prohibiting discrimination based on race, color, religion, national region, sex, age,<br />

handicap, marital status, and political affiliation or belief.<br />

2. The contractor agrees to comply with Executive Order 11246, as amended, and to comply with specific<br />

affirmative action obligations contained therein.<br />

Signed:<br />

Title:<br />

Firm:<br />

Address:<br />

Page 527 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April 23, 2013 at 2:00 PM<br />

IDENTICAL TIE BIDS<br />

Attachment #1<br />

Page 35 of 60<br />

Exhibit A<br />

Page 26 to 33<br />

Preference shall be given to businesses with drug-free workplace programs. Whenever two or more bids which<br />

are equal with respect to price, quality, and service are received by the State or by any political subdivision for<br />

the procurement of commodities or contractual services, a bid received from a business that certifies that it has<br />

implemented a drug-free workplace program shall be given preference in the award process. Established<br />

procedures for processing tie bids will be followed if none of the tied vendors have a drug-free workplace<br />

program. In order to have a drug-free workplace program, a business shall:<br />

1) Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing,<br />

possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that<br />

will be taken against employees for violations of such prohibition.<br />

2) Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining<br />

a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs,<br />

and the penalties that may be imposed upon employees for drug abuse violations.<br />

3) Give each employee engaged in providing the commodities or contractual services that are under bid a<br />

copy of the statement specified in subsection (1 ).<br />

4) In the statement specified in subsection (1), notify the employees that, as a condition of working on the<br />

commodities or contractual services that are under bid, the employees will abide by the terms of the<br />

statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any<br />

violation of chapter 893 or of any controlled substance law of the United States or any state, for a violation<br />

occurring in the workplace no later than five (5) days after such conviction.<br />

5) Impose a sanction on, or require the satisfactory participation in a drug assistance or rehabilitation<br />

program if such is available in the employee's community, by any employee who is so convicted.<br />

6) Make a good faith effort to continue to maintain a drug-free workplace through implementation of this<br />

section.<br />

As the person authorized to sign the statement, I certify the following:<br />

(Check one and sign in the space provided.)<br />

______ This firm complies fully with the above requirements.<br />

_ _____ This firm does not have a drug free work place program at this time.<br />

Bidder'S SIGNATURE TITLE<br />

Page 528 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13·34<br />

Opening Date: Tuesday, April 23, 2013 at 2:00 PM<br />

COMPANY INFORMATION<br />

Name:<br />

Street Address:<br />

City, State, Zip:<br />

Taxpayer ID Number:<br />

CONTRACTOR'S BUSINESS INFORMATION<br />

Telephone: Fax:<br />

Trade Style Name:<br />

TYPE <strong>OF</strong> BUSINESS ORGANIZATION (check one)<br />

Sole Proprietorship Limited Liability Company<br />

General Partnership Joint Venture<br />

Limited Partnership Trust<br />

Corporation Other (specify)<br />

Sub-chapter S Corporation<br />

Attachment #1<br />

Page 36 of 60<br />

Exhibit A<br />

Page 27 to 33<br />

State of Incorporation: __________ _ Date Established: __________ _<br />

AUTHORIZED SIGNATORIES/NEGOTIATORS<br />

The Bidder represents that the following persons are authorized to sign and/or negotiate contracts and related<br />

documents to which the bidder will be duly bound:<br />

Name Title Telephone E-Mail<br />

<strong>FLORIDA</strong> CONSTRUCTION INDUSTRIES LICENSING <strong>BOARD</strong><br />

Please provide the following information for all licenses required by Florida statutes of the Prime Contractor for<br />

the performance of the work in this project.<br />

Primary Licensee:<br />

License Type:<br />

License Number: I Expiration Date:<br />

Page 529 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

Qualified Business License (certificate of authority) number:<br />

Alternate Licensee:<br />

License Type:<br />

License Number: I Expiration Date:<br />

Attachment #1<br />

Page 37 of 60<br />

Exhibit A<br />

Page 28 to 33<br />

Bidder may use additional sheets to provide information for all applicable licenses and shall provide cop1es of<br />

each license as a part of the bid submittal.<br />

LIST COMPANIES FROM WHOM YOU OBTAIN SURETY BONDS<br />

Surety Company 1<br />

Company Name<br />

Contact's Name<br />

Telephone<br />

Fax<br />

Address<br />

Surety Company 2<br />

Company Name<br />

Contact's Name<br />

Telephone<br />

Fax<br />

Address<br />

Present Amount of Has your application for surety During the past 2 years, have you been<br />

Bonding Coverage ($) : bond ever been declined? (If charged with a failure to meet the claims of<br />

yes, please provided detailed your subcontractors or suppliers? (If yes,<br />

information on reverse) please provided detailed information on<br />

reverse)<br />

o Yes o No o Yes o No<br />

THE UNDERSIGNED, A DULY AUTHORIZED <strong>OF</strong>FICER OR EMPLOYEE, HEREBY CERTIFIES THAT THE<br />

ABOVE INFORMATION IS TRUE AND CORRECT AND HAS HEREUNTO SET HIS SIGNATURE<br />

THIS __ DAY <strong>OF</strong>--------' 20_.<br />

By: _________________ Title: _______________ _<br />

Printed Name and Title:, ___________________________ _<br />

Page 530 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

NON-COLLUSION AFFIDAVIT<br />

The undersigned being first duly sworn as provided by law, deposes and says:<br />

Attachment #1<br />

Page 38 of 60<br />

Exhibit A<br />

Page 29 to 33<br />

1. This Affidavit is made with the knowledge and intent that it is to be filed with the Board of County<br />

Commissioners, Leon County, Florida and that it will be relied upon by said County, in any consideration<br />

which may give to and any action it may take with respect to this Proposal.<br />

2. The undersigned is authorized to make this Affidavit on behalf of,<br />

(Name of Corporation, Partnership, Individual, etc.)<br />

a - - ---------- , formed under the laws of<br />

(Type of Business) (State or Province)<br />

of which he is - ---.,-----,,---- --------­<br />

(Sole Owner, partner, president, etc.)<br />

3. Neither the undersigned nor any other person, firm or corporation named in above Paragraph 2, nor<br />

anyone else to the knowledge of the undersigned, have themselves solicited or employed anyone else to<br />

solicit favorable action for this Proposal by the County, also that no head of any department or employee<br />

therein, or any officer of Leon County, Florida is directly interested therein.<br />

4. This Proposal is genuine and not collusive or a sham; the person, firm or corporation named above in<br />

Paragraph 2 has not colluded, conspired, connived or agreed directly or indirectly with any bidder or<br />

person, firm or corporation, to put in a sham Proposal, or that such other person, firm or corporation, shall<br />

refrain from bidding, and has not in any manner, directly or indirectly, sought by agreement or collusion, or<br />

communication or conference with any person, firm or corporation, to fix the prices of said proposal or<br />

proposals of any other bidder; and all statements contained in the proposal or proposals described above<br />

are true; and further, neither the undersigned, nor the person, firm or corporation named above in<br />

Paragraph 3, has directly or indirectly submitted said proposal or the contents thereof, or divulged<br />

information or data relative thereto, to any association or to any member or agent thereof.<br />

AFFIANT'S NAME AFFIANT'S TITLE<br />

TAKEN, SWORN AND SUBSCRIBED TO BEFORE ME this __ Day of ___ ,,20_.<br />

Personally Known ----- --Or Produced Identification<br />

Type of Identification<br />

Notary Public<br />

(Print, Type or Stamp Commissioned Name of Notary Public)<br />

Page 531 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

INSURANCE CERTIFICATION FORM<br />

Attachment #1<br />

Page 39 of 60<br />

Exhibit A<br />

Page 30 to 33<br />

To indicate that Bidder/Respondent understands and is able to comply with the required insurance, as stated in<br />

the bid/RFP document, Bidder/Respondent shall submit this insurances sign-off form, signed by the company<br />

Risk Manager or authorized manager with risk authority.<br />

A. Is/are the insurer(s) to be used for all required insurance (except Workers' Compensation) listed by Best<br />

with a rating of no less than A:VII?<br />

o YES o NO<br />

Commercial General<br />

Liability:<br />

Business Auto:<br />

Indicate Best Rating:<br />

Indicate Best Financial Classification:<br />

Indicate Best Rating:<br />

Indicate Best Financial Classification:<br />

1. Is the insurer to be used for Workers' Compensation insurance listed by Best with a rating of no less than<br />

A:VII?<br />

o YES o NO<br />

Indicate Best Rating:<br />

Indicate Best Financial Classification:<br />

If answer is NO, provide name and address of insurer:<br />

2. Is the Respondent able to obtain insurance in the following limits (next page) as required for the services<br />

agreement?<br />

o YES o NO<br />

Insurance will be placed with Florida admitted insurers unless otherwise accepted by Leon County. Insurers will<br />

have A.M. Best ratings of no less than A:VJI unless otherwise accepted by Leon County.<br />

Required Coverage and Limits<br />

The required types and limits of coverage for this bid/request for proposals are contained within the solicitation<br />

package. Be sure to carefully review and ascertain that bidder/proposer either has coverage or will place<br />

coverage at these or higher levels.<br />

Required Policy Endorsements and Documentation<br />

Certificate of Insurance will be provided evidencing placement of each insurance policy responding to<br />

requirements of the contract.<br />

Deductibles and Self-Insured Retentions<br />

Any deductibles or self-insured retentions must be declared to and approved by the County. At the option of the<br />

County, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the<br />

County, its officers, officials, employees and volunteers; or the Contractor shall procure a bond guaranteeing<br />

payment of losses and related investigations, claim administration and defense expenses.<br />

Endorsements to insurance policies will be provided as follows:<br />

Page 532 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

Additional insured (Leon County, Florida, its Officers, employees and volunteers)­<br />

General Liability & Automobile Liability<br />

Primary and not contributing coverage­<br />

General Liability & Automobile Liability<br />

Attachment #1<br />

Page 40 of 60<br />

Exhibit A<br />

Page 31 to 33<br />

Waiver of Subrogation (Leon County, Florida, its officers, employees and volunteers)- General Liability,<br />

Automobile Liability, Workers' Compensation and Employer's Liability<br />

Thirty days advance written notice of cancellation to County- General Liability,<br />

Automobile Liability, Worker's Compensation & Employer's Liability.<br />

Please mark the appropriate box:<br />

Coverage is in place o Coverage will be placed, without exception o<br />

The undersigned declares under penalty of perjury that all of the above insurer information is true and correct.<br />

Name--=----:--------Signature<br />

Typed or Printed<br />

Date ___ ____ ______ Title - --=--:-:------------ --<br />

(Company Risk Manager or Manager with Risk Authority)<br />

Page 533 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

CERTIFICATION REGARDING<br />

DEBARMENT, SUSPENSION,<br />

And OTHER RESPONSIBILITY MATTERS<br />

PRIMARY COVERED TRANSACTIONS<br />

Attachment #1<br />

Page 41 of 60<br />

Exhibit A<br />

Page 32 to 33<br />

1) The prospective primary participant certifies to the best of its knowledge and belief, that it and its<br />

principals:<br />

a) Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily<br />

excluded from covered transactions by any Federal department or agency;<br />

b) Have not within a three-year period preceding this been convicted of or had a civil judgement<br />

rendered against them for commission of fraud or a criminal offense in connection with obtaining,<br />

attempting to obtain, or performing a public (Federal, State or local) transaction or contract under a<br />

public transaction; violation of Federal or State antitrust statues or commission of embezzlement,<br />

theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving<br />

stolen property;<br />

c) Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity<br />

(Federal, State or local) with commission of any of these offenses enumerated in paragraph (1)(b) of<br />

this certification; and<br />

d) Have not within a three-year period preceding this application/proposal had one or more public<br />

transactions (Federal, State or local) terminated for cause or default.<br />

2) Where the prospective primary participant is unable to certify to any of the statements in this<br />

certification, such prospective participant shall attach an explanation to this proposal.<br />

3) No subcontract will be issued for this project to any party which is debarred or suspended from eligibility<br />

to receive federally funded contracts.<br />

Signature<br />

Title<br />

Contractor/Firm<br />

Address<br />

Page 534 of 631 Posted at 6:15 p.m. on June 10, 2013


·Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

Attachment #1<br />

Page 47 of 60<br />

Exhibit 8<br />

Page 5 of 18<br />

o c. Contacted the MWSBE Division for a listing of available MWBEs who provide the services<br />

needed for the bid or proposal.<br />

o d. Contacted MBEs and/or WBEs who provide the services needed for the bid or proposal.<br />

o e. Documented follow-up telephone calls with potential MIWBE subcontractors seeking<br />

participation.<br />

o f. Allowed potential MIWBE Subcontractors to review bid specifications, blueprints and all other<br />

Bid/RFP related items at no charge to the MIWBEs.<br />

o g. Contacted the MWSBE Division, no less than five (5) business days prior to the Bid/RFP<br />

deadline, regarding problems the with respondent is having in achieving and/or reaching the<br />

aspirational targets.<br />

o h. Other documentation indicating their Good Faith Efforts to meet the aspirational targets.<br />

Please provide details below.<br />

2. Prime contractors will negotiate in good faith with interested MWSBE's, not rejecting a MWSBE as<br />

unqualified or unacceptable without sound business reasons based on a through investigation of their<br />

capabilities. The basis for rejecting any MWBE deemed unqualified or unacceptable by the Prime<br />

Contractor shall be included in the Good Faith Effort documentation. The Prime Contractor shall not<br />

impose unrealistic conditions of performance on MWSBE's seeking subcontracting opportunities.<br />

3. Leon County reserves the right to request supporting documentation as evidence of good faith efforts<br />

indicated above at any time. Failure to provide supporting documentation when requested shall deem<br />

your bid/proposal as non-responsive.<br />

PARTICIPATION PLAN FORM continued on following pages.<br />

Page 540 of 631 Posted at 6:15 p.m. on June 10, 2013


Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

SECTION 4 - NON-MWBE SUBCONTRACTORS<br />

Respondent shall complete the following Table identifying non-MBE's or WBE's subcontractors it anticipates utilizing on the project.<br />

Non-MBE and WBE Intended Utilization<br />

Firm's Name Firm's Address Firm's Total Dollar Type of Service to Provide<br />

Phone # Amount<br />

d.<br />

e.<br />

f.<br />

g.<br />

h.<br />

i.<br />

Page 542 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

Attachment #1<br />

Page 49 of 60


'Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

EQUAL OPPORTUNITY/AFFIRMATIVE ACTION STATEMENT<br />

Attachment #1<br />

Page 50 of 60<br />

Exhibit B<br />

Page 8 of 18<br />

1. The contractors and all subcontractors hereby agree to a commitment to the principles and practices of<br />

equal opportunity in employment and to comply with the letter and spirit of federal, state, and local laws<br />

and regulations prohibiting discrimination based on race, color, religion, national region, sex, age,<br />

handicap, marital status, and political affiliation or belief.<br />

2. The contractor agrees to comply with Executive Order 11246, as amended, and to comply with specific<br />

affirmative action obligations contained therein.<br />

Signed:<br />

Title:<br />

Firm:<br />

Address:<br />

Page 543 of 631 Posted at 6:15 p.m. on June 10, 2013


·Bid Title: Sidewalk and Associated Work Construction, Continuing Services<br />

Bid No: BC-04-23-13-34<br />

Opening Date: Tuesday, April23, 2013 at 2:00PM<br />

COMPANY INFORMATION<br />

Name:<br />

TYPE <strong>OF</strong> BUSINESS ORGANIZATION (check one)<br />

CONTRACTOR'S BUSINESS INFORMATION<br />

Sole Proprietorship Limited Liability Company<br />

General Partnership Joint Venture<br />

Limited Partnership Trust<br />

Corporation Other (specify)<br />

v Sub-chapter S Corporation<br />

Attachment #1<br />

Page 52 of 60<br />

Exhibit B<br />

Page 10 of 18<br />

State of Incorporation: _________ _ Date Established: _________ _<br />

AUTHORIZED SIGNATORIES/NEGOTIATORS<br />

The Bidder represents that the following persons are authorized to sign and/or negotiate contracts and related<br />

documents to which the bidder will be duly bound:<br />

Name Title Telephone E-Mail<br />

<strong>FLORIDA</strong> CONSTRUCTION INDUSTRIES LICENSING <strong>BOARD</strong><br />

Please p·rovide the following information for all licenses required by Florida statutes of the Prime Contractor for<br />

the performance of the work in this project.<br />

Vl<br />

Page 545 of 631 Posted at 6:15 p.m. on June 10, 2013


BID PRICING SHEET<br />

SIDEWALK CONTINUING SUPPLY CONTRACT<br />

PAY ESTIMATED UNIT<br />

ITEM UNIT DESCRIPTION QUANTITY PRICE<br />

101-1 LS MOBILIZATiON (Note 1) LS $148,656.96<br />

102-1 DA MAINTENANCE <strong>OF</strong> TRAFFIC (Note 6) 1095 $250,00<br />

102-99 PS/ED PORTABLE CHANGEABLE MESSAGE SIGN, TEMP (Note 5) 1095 $20.00<br />

104-10-3 LF SEDIMENT BARRJER 800 $2.00<br />

I I0-1-1 AC CLEARJNG AND GRUBBING 10.00 $3,000.00<br />

110-7-1 EA MAILBOX (FURNISH AND INSTALL) 100 $125.00<br />

120-1 CY EXCAVATION REGULAR 6,500,00 $7.50<br />

120-2-2 CY EXCAVATION BORROW (TRUCK MEASURE) 4,500.00 $10,00<br />

120-6 CY EMBANKMENT 4,500.00 $5.00<br />

400-1-2 CY CONCRETE CLASS 1 (ENDW ALL) 40,00 $500.00<br />

425-1521 EA INLETS (DITCH BOTTOM) TYPE 'C'


<strong>BOARD</strong> <strong>OF</strong> <strong>COUNTY</strong> <strong>COMMISSIONERS</strong><br />

Inter-Office Memorandum<br />

Date: May 1, 2013<br />

To: Chris Muehlemann, Senior Design Engineer<br />

Engineering Services Division<br />

Department of Public Works<br />

From: Shanea Y. Wilks, Director<br />

Minority, Women, and Small Business Enterprise (MWSBE) Division<br />

Department of Economic Development and Business Partnerships<br />

Subject: M/WBE Analysis for Sidewalk and Associated Work Construction, Continuing Services<br />

(BC-04-23-13-34)<br />

The MWSBE Division reviewed the M/WBE participation plans for six (6) firms to determine if the 17% MBE<br />

and 9% WBE Aspirational Targets were achieved for the Sidewalk and Associated Work Construction,<br />

Continuing Services project. Allen’s Excavation, Hale Contracting, Sandco, Inc., Dixie Paving &<br />

Grading, Inc., and Florida Developers met the Aspirational Targets set for this project; therefore, according<br />

to Policy 96-1, the Good Faith Effort form is not required for their submission. RJP Enterprises, Inc. did not<br />

complete the MBE Participation Plan Form as required; however, RJP Enterprises, Inc. did complete the<br />

Good Faith Effort Form as required by Policy 96-1. The M/WBE participation submitted by each respondent<br />

is as follows:<br />

Allen’s Excavation, Inc. met the M/WBE aspirational targets in their bid submission. The M/WBE firms<br />

listed below are the firms Allen’s Excavation, Inc. intends to utilize on this project:<br />

Base Bid $2,280,618.96<br />

Name of M/WBE Race/Gender Certifying<br />

Agency<br />

DeLacy Sod Farm, Inc.<br />

Unique Concrete<br />

Non-Minority/-<br />

Female<br />

African<br />

American/Male<br />

City of<br />

Tallahassee<br />

City of<br />

Tallahassee<br />

Goods and<br />

Services<br />

M/WBE<br />

Dollars<br />

Attachment #4<br />

Page 1 of 4<br />

M/WBE<br />

Utilization<br />

Sod $205,255.70 9.00%<br />

Concrete $387,705.23 17.00%<br />

Total M/WBE Dollars $592,960.93<br />

Total M/WBE<br />

Utilization Percentage<br />

26.00%<br />

Page 557 of 631 Posted at 6:15 p.m. on June 10, 2013


Hale Contracting, Inc. met the M/WBE Aspirational Targets in their bid submission. The M/WBE firms<br />

listed below are the firms Hale Contracting, Inc. intends to utilize on this project:<br />

Base Bid $2,394,655.32<br />

Name of M/WBE Race/Gender Certifying<br />

Agency<br />

Florida Developers<br />

Concrete Services, Inc.<br />

Suzanne Diambra<br />

Landscaping, Inc.<br />

African<br />

American/Male<br />

African<br />

American/Male<br />

Non-Minority/-<br />

Female<br />

- 2 -<br />

City of<br />

Tallahassee<br />

City of<br />

Tallahassee<br />

City of<br />

Tallahassee<br />

Goods and<br />

Services<br />

Hauling/-<br />

Concrete<br />

M/WBE<br />

Dollars<br />

M/WBE<br />

Utilizati<br />

on<br />

$203,545.50 8.50%<br />

Concrete $203,545.50 8.50%<br />

Concrete/-<br />

Landscaping<br />

215,518.90 9.00%<br />

Total M/WBE Dollars $622,609.90<br />

Total M/WBE<br />

Utilization Percentage<br />

26.00%<br />

Sandco, Inc. met the M/WBE Aspirational Targets in their bid submission. The M/WBE firms listed<br />

below are the firms Sandco, Inc. intends to utilize on this project:<br />

Base Bid $3,036,482.28<br />

Name of M/WBE Race/Gender Certifying<br />

Agency<br />

Capital City Contracting<br />

Gaines and Sons Striping<br />

Empire Construction &<br />

Fencing, LLC<br />

Hale Contracting, Inc.<br />

Metal Fabrication Sales of<br />

Tallahassee<br />

Persica Landscaping<br />

African<br />

American/Male<br />

African<br />

American/Male<br />

African<br />

American/Female<br />

Non-<br />

Minority/Female<br />

Non-<br />

Minority/Female<br />

Non-<br />

Minority/Female<br />

Leon<br />

County<br />

City of<br />

Tallahassee<br />

City of<br />

Tallahassee<br />

City of<br />

Tallahassee<br />

Leon<br />

County<br />

City of<br />

Tallahassee<br />

Goods and<br />

Services<br />

M/WBE<br />

Dollars<br />

M/WBE<br />

Utilization<br />

Concrete $490,000.00 16.14%<br />

MOT,<br />

Striping<br />

$25,000.00 0.82%<br />

Fencing $3,000.00 0.10%<br />

Concrete/-<br />

Trucking<br />

$95,000.00 3.13%<br />

Handrails $20,000.00 0.66%<br />

Grassing,<br />

Watering<br />

Attachment #4<br />

Page 2 of 4<br />

$160,000.00 5.27%<br />

Total M/WBE Dollars $793,000.00<br />

Total M/WBE<br />

Utilization Percentage<br />

26.12%<br />

Page 558 of 631 Posted at 6:15 p.m. on June 10, 2013


Dixie Paving & Grading, Inc. met the M/WBE aspirational targets in their bid submission. The M/WBE<br />

firms listed below are the firms Dixie Paving & Grading, Inc. intends to utilize on this project:<br />

Base Bid $3,990,403.20<br />

Name of M/WBE Race/Gender Certifying<br />

Agency<br />

Concrete Services<br />

Unlimited, Inc.<br />

Gaines & Sons<br />

Striping, Inc.<br />

Persica<br />

Landscaping<br />

Hale Contracting,<br />

Inc.<br />

African<br />

American/Male<br />

African<br />

American/Male<br />

Non-<br />

Minority/Female<br />

Non-Minority/-<br />

Female<br />

City of<br />

Tallahassee<br />

City of<br />

Tallahassee<br />

City of<br />

Tallahassee<br />

City of<br />

Tallahassee<br />

- 3 -<br />

Goods and<br />

Services<br />

M/WBE<br />

Dollars<br />

M/WBE<br />

Utilization<br />

Concrete $648,369.00 16.25%<br />

Striping, Signage,<br />

Maintenance of<br />

Traffic & Railings<br />

$30,000.00 0.75%<br />

Landscape/Sod $110,000.00 2.76%<br />

Trucking/Concrete-<br />

/Underground<br />

$249,137.00 6.24%<br />

Total M/WBE Dollars $1,037,506.00<br />

Total M/WBE<br />

Utilization Percentage<br />

26.00%<br />

Florida Developers, Inc. met the M/WBE aspirational targets in their bid submission. The M/WBE firms<br />

listed below are the firms Florida Developers, Inc. intends to utilize on this project:<br />

Base Bid $ 2,067,357.16<br />

Name of M/WBE Race/Gender Certifying<br />

Agency<br />

DeLacy Sod & Farm<br />

Hale Contracting, Inc.<br />

Gaines & Sons Striping<br />

A-Minorty Construction,<br />

Inc.<br />

Non-Minority/-<br />

Female<br />

Non-Minority/-<br />

Female<br />

African<br />

American/Male<br />

African<br />

American/Male<br />

City of<br />

Tallahassee<br />

City of<br />

Tallahassee<br />

City of<br />

Tallahassee<br />

Leon<br />

County<br />

Goods and<br />

Services<br />

Attachment #4<br />

Page 3 of 4<br />

M/WBE Dollars M/WBE<br />

Utilization<br />

Sod $90,000.00 4.35%<br />

Concrete/Hauling $99,000.00 4.79%<br />

Striping $17,000.00 0.82%<br />

Pipework/Hauling $340,000.00 16.45%<br />

Total M/WBE Dollars $546,000.00<br />

Total M/WBE<br />

Utilization Percentage<br />

26.41%<br />

Page 559 of 631 Posted at 6:15 p.m. on June 10, 2013


RJP Enterprises, Inc. did not meet the Aspirational Targets; however, the Good Faith Effort Form was<br />

submitted as required. The M/WBE firms listed below are the firms RJP Enterprises, Inc. intends to<br />

utilize on this project:<br />

Base Bid $1,696,524.50<br />

Name of<br />

M/WBE<br />

Roberts Sand<br />

Company*<br />

Delacy Sod &<br />

Farm<br />

Gaines and Sons<br />

Striping<br />

Total M/WBE<br />

Dollars<br />

Total M/WBE<br />

Utilization<br />

Percentage<br />

Race/Gender Certifying<br />

Agency<br />

- 4 -<br />

Goods and Services M/WBE<br />

Dollars<br />

M/WBE<br />

Utilization<br />

Undeterminable Undeterminable Fill Soil and Aggregate $59,782.75 3.52%<br />

Non-<br />

Minority/Female<br />

African<br />

American/Male<br />

City of<br />

Tallahassee<br />

City of<br />

Tallahassee<br />

Sod $97,200.00 5.73%<br />

Traffic<br />

Painting/Thermoplastic<br />

$26,791.40 1.58%<br />

*Firm is not currently certified through the interlocal agreement between Leon County and the City of<br />

Tallahassee.<br />

Attachment #4<br />

Page 4 of 4<br />

$183,774.15<br />

10.83%<br />

Page 560 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #23<br />

Page 561 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #23<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Authorization to Negotiate an Agreement with Ygrene Energy Fund for Third-<br />

Party Administration of a Commercial PACE Program<br />

County Administrator<br />

Review and Approval:<br />

Department/Division<br />

Review:<br />

Lead Staff/<br />

Project Team:<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

Maggie Theriot, Director, Resource Stewardship<br />

Fiscal Impact:<br />

This item has no fiscal impact to the County at this time.<br />

Staff Recommendation:<br />

Option # 1: Authorize staff to negotiate an Agreement with Ygrene Energy Fund for thirdparty<br />

administration of a commercial PACE program, and authorize the County<br />

Administrator to execute the Agreement, in a form approved by the County<br />

Attorney.<br />

Page 562 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Authorization to Negotiate an Agreement with Ygrene Energy Fund for Third-Party<br />

Administration of a Commercial PACE program<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

On April 22, 2010, the Board of County Commissioners of Leon County adopted an ordinance<br />

creating the Leon County Energy Improvement District which, among other things, provides for<br />

property accessed clean energy (“PACE”) and certain energy improvements and weatherization<br />

programs for both homes and businesses in Leon County. On July 21, 2010, the Board of County<br />

Commissioners adopted an amended ordinance making certain technical changes to adjust the<br />

ordinance with recently enacted state legislation.<br />

As other local governments throughout the country initiated programs involving PACE programs,<br />

including Sonoma County, California; Berkley, California; and, Babylon, New York, Fannie Mae<br />

and Freddie Mac raised concerns regarding certain residential mortgage lenders because PACE<br />

financing takes a senior lien position in terms of property-based debt repayment obligations. The<br />

Federal Housing and Finance Agency, Fannie Mae and Freddie Mac asserted that these<br />

assessments make it harder to make repayments of those loans, and the alleged risk cannot be<br />

supported by these entities. Since Leon County was the leader in Florida, and nationally, with<br />

regard to the County’s PACE program known as Leon Energy Assistance Program (LEAP), and<br />

because of the refusal of Fannie/Freddie to allow their borrowers to participate in our program,<br />

the Board of County Commissioners authorized the Leon County Attorney’s Office to institute<br />

litigation challenging the position that Fannie/Freddie has taken in federal court. After an appeal,<br />

the litigation efforts of Leon County were unsuccessful. The challenges to FHFA by the other<br />

PACE jurisdictions were also, ultimately, unsuccessful on various appeals. As a result, the<br />

residential component of LEAP was effectively placed on hold.<br />

While residential PACE is at a standstill around the nation, commercial PACE was not affected<br />

by the FHFA statement because the majority of commercial real estate mortgages are not owned<br />

by Fannie Mae or Freddie Mac. Reflective of the Board’s commitment to PACE and the value of<br />

such an initiative, program development efforts transitioned from residential to commercial. At<br />

the December 14, 2011 meeting the Board directed that the addition of commercial elements be<br />

added to LEAP and the underlying ordinance. On February 14, 2012, the Board adopted an<br />

amended ordinance addressing the implementation of such commercial element provisions. As a<br />

result of the amended scope, staff immediately began exploring the design of a commercial PACE<br />

component to the LEAP initiative.<br />

This addresses commercial PACE, which is essential to the following FY2012 and FY2013<br />

Strategic Initiative that the Board approved at the January 29, 2013 meeting:<br />

“Implement strategies to promote renewable energy and sustainable practices,<br />

including: consider policy for supporting new and existing community gardens on<br />

County property and throughout the County; complete construction of the Leon<br />

County Cooperative Extension net-zero energy building; consider financial<br />

alternatives for commercial PACE; further develop clean-green fleet initiatives”;<br />

Page 563 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Authorization to Negotiate an Agreement with Ygrene Energy Fund for Third-Party<br />

Administration of a Commercial PACE program<br />

June 18, 2013<br />

Page 3<br />

This particular Strategic Initiative aligns with the Board’s Strategic Priorities, Quality of Life and<br />

Environment:<br />

“Create senses of place in our rural areas through programs, planning and infrastructure,<br />

phasing in appropriate areas to encourage connectedness” (Q5)<br />

“Promote orderly growth which protects our environment, preserves our charm,<br />

maximizes public investment, and stimulates better and more sustainable economic<br />

returns.” (EN2)<br />

“Educate citizens and partner with community organizations to promote sustainable<br />

practices.” (EN3)<br />

“Reduce our carbon footprint, realize energy efficiencies, and be a catalyst for renewable<br />

energy, including solar.” (EN4).<br />

Analysis:<br />

On October 23, 2012 the Board authorized the issuance of an RFP for third-party administration<br />

of a commercial PACE program.<br />

A selection committee was formed to evaluate the proposals. The following committee members<br />

were appointed by the County Administrator to provide a broad perspective on the topic of<br />

PACE:<br />

Maggie Theriot, Director, Office of Resource Stewardship<br />

Scott Ross, Director, Office of Financial Stewardship<br />

Herb Thiele, County Attorney<br />

Randy Conn, Builder and Energy Expert, Representative of TLH Builder’s Association<br />

On March 24, 2013, Request for Proposals (RFP) #BC-04-25-13-37 was advertised locally and<br />

1,175 vendors were notified through the automated procurement system (Attachment #1). A total<br />

of 14 vendors requested the RFP package, which resulted in the submission of the following three<br />

proposals as of the April 25, 2013 opening date: (1) Florida PACE Funding Agency,<br />

(2) Ygrene, and (3) EcoCity. As noted on the bid tabulation sheet, Florida PACE Funding<br />

Agency did not submit any of the eight documents required by the RFP (Attachment #2). As a<br />

result Florida PACE Funding Agency was deemed nonresponsive, leaving Ygrene and EcoCity as<br />

the remaining two respondents for the selection committee to consider.<br />

The selection committee met on May 13, 2013 to receive the proposals, establish the process for<br />

review, elect a chairman, and schedule the subsequent committee meetings. The selection<br />

committee met again on May 21, 2013 to evaluate and score the proposals on the basis of the<br />

criteria identified in the RFP, and to determine if interviews by the selection committee were<br />

necessary. The criteria categories and the maximum number of points are as follows:<br />

• Team Background & Experience (20 points)<br />

• Administration & Program structure (30 points)<br />

• Financial Proposal (25)<br />

• Marketing Plan (15 points)<br />

• MWSBE (5 points)<br />

• Local Preference (5 points)<br />

Page 564 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Authorization to Negotiate an Agreement with Ygrene Energy Fund for Third-Party<br />

Administration of a Commercial PACE program<br />

June 18, 2013<br />

Page 4<br />

There was a total of 100 points available. The Purchasing Division completed the scoring on the<br />

level of MWSBE participation and local preference, and it was determined that neither respondent<br />

qualified for these points. Therefore, the maximum points possible from an individual committee<br />

member was 90, and 360 from the four-member committee as a whole. Each committee member<br />

individually ranked the two respondents. The committee was unanimous in their top ranking<br />

respondent as Ygrene (290 points) with EcoCity ranked second (240 points).<br />

PACE is a relatively new concept and service among local governments. Popularity is greatest on<br />

the West Coast and California particularly. Within Florida several local governments are in the<br />

initial stages of launching a PACE program including Miami-Dade, Broward, Hillsborough, Lee<br />

County and several smaller cities. It appears that no Florida program has completed a full<br />

assessment levy and collection cycle. As a result, gauging the respondent’s depth of experience<br />

was limited. Ygrene has been selected as the third-party administrator for collaboration among<br />

seven municipalities in Miami-Dade County.<br />

A unique feature of the Ygrene proposal is the creation of Energy Centers as a place to host<br />

community outreach meetings, contractor scheduled meetings, training sessions, and it will hold a<br />

reference library. Emphasis in the proposal was placed on engagement with local contractors<br />

through local networks, educational events, and institutions. Upon recruitment, a vendor is<br />

registered and effectively serves as part of the “sales force” of LEAP ensuring greater awareness<br />

and participation of property owners. Contractors receive training and support from Ygrene and<br />

will use a customized web portal. A multi-prong marketing effort will occur including social<br />

media and direct mailing of potential program participants.<br />

Should the Board authorize negotiation with Ygrene, staff will first schedule an interview with<br />

Ygrene to refine program structure and identify details regarding administration of the program.<br />

Should the interview successfully address all questions and concerns, staff will proceed with<br />

implementation of the agreement. As stated in the RFP, the third-party administrator will<br />

complete the scope of work within eight months of execution of the agreement. Therefore,<br />

applicants should be able to participate beginning Spring 2014. As a stipulation of the RFP,<br />

development and implementation of this program will not require any funding by Leon County.<br />

The County’s main role will be in helping to market the program, and once a loan is established,<br />

act as the conduit to place the repayment (through the non-ad valorem process) on the owner’s tax<br />

bill.<br />

Options:<br />

1. Authorize staff to negotiate an agreement with Ygrene for third-party administration of a<br />

commercial PACE program, and authorize the County Administrator to execute the<br />

Agreement, in a form approved by the County Attorney..<br />

2. Do not authorize staff to negotiate an agreement with Ygrene.<br />

3. Board direction.<br />

Recommendation:<br />

Option #1.<br />

Attachments:<br />

1. Request For Proposals for third-party administration of a commercial PACE program<br />

2. Bid Tabulation Sheet<br />

Page 565 of 631 Posted at 6:15 p.m. on June 10, 2013


REQUEST FOR PROPOSALS<br />

FOR<br />

COMMERCIAL PROPERTY ASSESSMENT CLEAN ENERGY (PACE)<br />

ADMINISTRATOR<br />

Release Date: March 24, 2013<br />

PROPOSAL NUMBER BC‐04‐25‐13‐37<br />

<strong>BOARD</strong> <strong>OF</strong> <strong>COUNTY</strong> <strong>COMMISSIONERS</strong><br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

Attachment 1<br />

Page 1 of 31<br />

Page 566 of 631 Posted at 6:15 p.m. on June 10, 2013


Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

I. INTRODUCTION<br />

Leon County Board of County Commissioners “Leon County” is accepting proposals from qualified vendors to provide<br />

Third Party Administrator Services (the Services) to Leon County for a Commercial Property Assessment Clean Energy<br />

(PACE) program. The “Leon County Energy Improvement District” was established as a dependent special district in<br />

February 14, 2012 through Ordinance No. 12‐05. The district consists of all property within the geographical<br />

boundaries of the County. The purpose of the district is to accomplish energy efficiency and renewable energy<br />

improvements on commercial properties by financing such improvements to be repaid through non‐ad valorem<br />

assessments on the property owner’s property taxes. Although this program is intended for commercial properties,<br />

Leon County reserves the right to expand the scope to residential properties in the future.<br />

It is intended that the successful firm will provide “turnkey” services. The County is requesting proposals to identify<br />

and evaluate a third‐party administrator and available funding mechanisms that would be utilized, dependent upon a<br />

final contractor participation in an Interlocal Agreement, to arrange for funding for and administer a PACE project for<br />

the owners of commercial property. The private partner would provide the necessary funding and professional<br />

expertise to support a successful PACE project. It is a requirement that the PACE project or proposals not financially<br />

encumber the County or require a financial commitment of the County. The County guarantees that all of the<br />

services identified in this Request for Proposals (RFP) will be assigned to the Consultant during the term of the<br />

Agreement. Subsequently, the Consultant’s agreement with the County shall be assigned to the District.<br />

II. GENERAL INSTRUCTIONS:<br />

A. Response Address: The response to the proposal should be submitted in a sealed envelope/package<br />

addressed in the following manner:<br />

BC‐04/25/13/37<br />

Purchasing Division<br />

1800‐3 N. Blair Stone Road<br />

Tallahassee, FL 32308<br />

B. Proposal Copies: One ORIGINAL, five (5) copies and one electronic copy of the Response (“Proposal”)<br />

must be furnished on or before the deadline. Responses will be retained as property of the County.<br />

The ORIGINAL of your reply must be clearly marked “Original” on its face and must contain an<br />

original, non‐electronic signature of an authorized representative of the responding firm or<br />

individual, all other copies may be photocopies and should be printed double‐sided. The contents of<br />

the proposal of the successful Proposer will become part of the contractual obligations.<br />

C. Schedule of Events: Below in Table 1 is the current schedule of the events that will take place as part of<br />

this RFP process (Schedule of Events). Leon County reserves the right to make changes or alterations to<br />

the Schedule of Events as the Leon County determines is in the best interest of the public. If any<br />

changes to the Schedule of Events are made, Leon County will post the changes on the Leon County<br />

website either as a public meeting notice, or as an addendum, as applicable. It is the responsibility of<br />

Registered Planholders and other interested persons and parties to review the Purchasing Division’s<br />

website to stay informed of the Schedule of Events, addenda to the RFP, and public meetings. The<br />

website addresses follow:<br />

Addenda: http://www.leoncountyfl.gov/Purchasing/Addenda<br />

Public Meetings: http://www.leoncountyfl.gov/Purchasing/PublicMeetingNotices<br />

2<br />

Attachment 1<br />

Page 2 of 31<br />

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Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

Table 1 ‐ Schedule of Events<br />

Date and Time<br />

(all eastern time) Event<br />

March 24, 2013 Release of the RFP<br />

Not later than: April 10, QUESTIONS/INQUIRIES DEADLINE:<br />

2013<br />

Date and time by which written questions and inquiries regarding the RFP must be<br />

received by the Leon County Purchasing Division via e‐mail submittal to Shelly Kelley<br />

at kelleys@leoncountyfl.gov and Don Tobin at tobind@leoncountyfl.gov<br />

April 25, 2013 at 2:00<br />

Respondents are requested to send the e‐mail to both representatives.<br />

OPENING DATE:<br />

PM<br />

Date and time by which Proposals must be received by the Leon County<br />

Purchasing Division, located at 1800‐3 North Blair Stone Road, Tallahassee, FL<br />

32308<br />

D. Information: Any questions concerning the request for proposal process, required submittals,<br />

evaluation criteria, proposal schedule, and selection process should be directed to Shelly W. Kelley or<br />

Don Tobin at (850) 606‐1600; FAX (850) 606‐1601; or e‐mail at kelleys@leoncountyfl.gov or<br />

tobind@leoncountyfl.gov. Email inquiries are preferred.<br />

Each Vendor shall examine the request for proposal documents carefully; and, no later than seven days<br />

prior to the date for receipt of proposals, he shall make a written request to the County for<br />

interpretations or corrections of any ambiguity, inconsistency or error which he may discover. All<br />

interpretations or corrections will be issued as addenda. The County will not be responsible for oral<br />

clarifications. No negotiations, decisions or actions shall be initiated or executed by the proposer as a<br />

result of any discussions with any County employee prior to the opening of proposals. Only those<br />

communications which are in writing from the County may be considered as a duly authorized<br />

expression on the behalf of the Board.<br />

Also, only communications from firms which are in writing and signed will be recognized by the Board<br />

as duly authorized expressions on behalf of proposers.<br />

E. Prohibited Communications: Any Form of communication, except for written correspondence, shall be<br />

prohibited regarding a particular request for proposal, request for qualification, bid, or any other<br />

competitive solicitation between:<br />

1. Any person or person’s representative seeking an award from such competitive solicitation; and<br />

2. Any County Commissioner or Commissioner’s staff, or any county employee authorized to act on<br />

behalf of the Commission to award a particular contract.<br />

For the purpose of this section, a person’s representative shall include, but not be limited to, the<br />

person’s employee, partner, officer, director, consultant, lobbyist, or any actual or potential<br />

subcontractor or consultant of the person.<br />

The prohibited communication shall be in effect as of the deadline to submit the proposal, bid, or other<br />

response to a competitive solicitation.<br />

The provisions of this section shall not apply to oral communications at any public proceeding, including<br />

pre‐bid conferences, oral presentations before selection committees, contract negotiations during any<br />

public meetings, presentations made to the Board, and protest hearings. Further, the provisions of this<br />

section shall not apply to contract negotiations between any employee and the intended awardee, any<br />

dispute resolution process following the filing of a protest between the person filing the protest and<br />

3<br />

Attachment 1<br />

Page 3 of 31<br />

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Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

any employee, or any written correspondence with any employee, County Commissioner, or decision‐<br />

making board member or selection committee member, unless specifically prohibited by the applicable<br />

competitive solicitation process.<br />

The provisions of this section shall terminate at the time the Board, or a County department authorized<br />

to act on behalf of the Board, awards or approves a contract, rejects all bids or responses, or otherwise<br />

takes action which ends the solicitation process.<br />

The penalties for an intentional violation of this article shall be those specified in §125.69(1), Florida<br />

Statutes, as amended, and shall be deemed supplemental to the penalties set forth in Section 1‐9 of the<br />

Code of Laws, Leon County, Florida.<br />

F. Special Accommodation: Any person requiring a special accommodation at a Pre‐Bid Conference or<br />

Bid/RFP opening because of a disability should call the Division of Purchasing at (850) 606‐1600 at least<br />

five (5) workdays prior to the Pre‐Bid Conference or Bid/RFP opening. If you are hearing or speech<br />

impaired, please contact the Purchasing Division by calling the County Administrator's Office using the<br />

Florida Relay Service which can be reached at 1(800) 955‐8771 (TDD).<br />

G. Proposer Registration: Proposers who obtain solicitation documents from sources other than the Leon<br />

County Purchasing Division or DemandStar.com MUST officially register with the County Purchasing<br />

Division in order to be placed on the planholders list for the solicitation. This list is used for<br />

communications from the County to prospective Proposers. Also, Proposers should be aware that<br />

solicitation documents obtained from sources other than those listed above may be drafts, incomplete,<br />

or in some other fashion different from the official solicitation document(s). Failure to register as a<br />

prospective Proposer through the Purchasing Division or online through DemandStar.com may cause<br />

your submittal to be rejected as non‐responsive.<br />

As a convenience to vendors, Leon County has made available via the internet lists of all registered<br />

planholders for each bid or request for proposals. The information is available on‐line at<br />

http://www.leoncountyfl.gov/Purchasing/Bid.asp by simply clicking the planholder link to the right of<br />

the respective solicitation. A listing of the registered vendors with their telephone and fax numbers is<br />

designed to assist vendors in preparation of their responses.<br />

H. Proposal Deadline: Your Proposal prepared in response to this RFP must be received by the Purchasing<br />

Division at the above listed address no later than the Opening Date (date and time), as identified in the<br />

Schedule of Events, to be considered.<br />

I. Receipt and Opening of Vendor Responses: Vendor responses will be opened publicly at the date and<br />

time identified in the Schedule of Events as the Opening Date. A tabulation sheet of timely received<br />

Proposals will be made public and will be posted on the Purchasing Division website at:<br />

http://www.leoncountyfl.gov/Purchasing/TabulationSheets. A vendor may request, in their submittal,<br />

a copy of the tabulation sheet to be mailed in a vendor provided, stamped self‐addressed envelope for<br />

their record.<br />

Responses to the RFP received prior to the time of opening will be secured unopened. The Purchasing<br />

Agent, whose duty it is to open the responses, will decide when the specified time has arrived and no<br />

proposals received thereafter will be considered. The Purchasing Agent will not be responsible for the<br />

premature opening of a proposal not properly addressed and identified by Proposal number on the<br />

outside of the envelope/package.<br />

Sealed bids, proposals, or replies received by the County pursuant to a competitive solicitation are<br />

exempt from public records disclosure until such time as the County posts an intended decision or until<br />

30 days after opening of the documents, whichever is earlier.<br />

4<br />

Attachment 1<br />

Page 4 of 31<br />

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Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

Attachment 1<br />

Page 5 of 31<br />

J. Timely Delivery: It is the Proposers responsibility to assure that the proposal is delivered at the proper<br />

time and location. Responses received after the scheduled receipt time will be marked "TOO LATE.'<br />

Late proposals may be returned unopened to the vendor.<br />

K. Preparation Costs: The County is not liable for any costs incurred by Respondents prior to the issuance<br />

of an executed contract.<br />

L. Interviews: Firms responding to this RFP must be available for interviews by County staff and/or the<br />

Board of County Commissioners.<br />

M. Preparation and Changes: Proposal must be typed or printed in ink. All corrections made by the<br />

Proposer prior to the opening must be initialed and dated by the Proposer. No changes or corrections<br />

will be allowed after proposals are opened.<br />

N. Reservation of Rights: The County reserves the right to reject any and/or all proposals, in whole or in<br />

part, when such rejection is in the best interest of the County. Further, the County reserves the right to<br />

withdraw this solicitation at any time prior to final award of contract.<br />

O. Cancellation: The contract may be terminated by the County without cause by giving a minimum of<br />

thirty (30) days written notice of intent to terminate. Contract prices must be maintained until the end<br />

of the thirty (30) day period. The County may terminate this agreement at any time as a result of the<br />

contractor's failure to perform in accordance with these specifications and applicable contract. The<br />

County may retain/withhold payment for nonperformance if deemed appropriate to do so by the<br />

County.<br />

P. Public Entity Crimes Statement: A person or affiliate who has been placed on the convicted vendor list<br />

following a conviction for a public entity crime may not submit a bid on a contract to provide any goods<br />

or services to a public entity, may not submit a bid on a contract with a public entity for the<br />

construction or repair of a public building or public work, may not submit bids on leases of real property<br />

to a public entity, may not be awarded or perform work as a contractor, subcontractor, or consultant<br />

under a contract with any public entity, and may not transact business with any public entity in excess<br />

of the threshold amount provided in Section 287.017, for CATEGORY TWO for a period of 36 months<br />

from the date of being placed on the convicted vendor list. By submission of a proposal in response to<br />

this solicitation, the proposer certifies compliance with the above requirements as stated in Section<br />

287.133, Florida Statutes.<br />

Q. Certification Regarding Debarment, Suspension, and Other Responsibility Matters: The prospective<br />

primary participant must certify to the best of its knowledge and belief, that it and its principals are not<br />

presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded<br />

from covered transactions by any Federal department or agency and meet all other such responsibility<br />

matters as contained on the attached certification form.<br />

R. Licenses and Registrations: The contractor shall be responsible for obtaining and maintaining<br />

throughout the contract period his or her city occupational license and any licenses required pursuant<br />

to the laws of Leon County, the City of Tallahassee, or the State of Florida.<br />

If the contractor is operating under a fictitious name as defined in Section 865.09, Florida Statutes,<br />

proof of current registration with the Florida Secretary of State shall be submitted with the bid. A<br />

business formed by an attorney actively licensed to practice law in this state, by a person actively<br />

licensed by the Department of Business and Professional Regulation or the Department of Health for<br />

the purpose of practicing his or her licensed profession, or by any corporation, partnership, or other<br />

commercial entity that is actively organized or registered with the Department of State shall submit a<br />

copy of the current licensing from the appropriate agency and/or proof of current active status with the<br />

Division of Corporations of the State of Florida or such other state as applicable.<br />

5<br />

Page 570 of 631 Posted at 6:15 p.m. on June 10, 2013


Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

Failure to provide the above required documentation may result in the proposal being determined as<br />

non‐responsive.<br />

S. Audits, Records, and Records Retention:<br />

The Contractor shall agree:<br />

1. To establish and maintain books, records, and documents (including electronic storage media) in<br />

accordance with generally accepted accounting procedures and practices, which sufficiently and<br />

properly reflect all revenues and expenditures of funds provided by the County under this contract.<br />

2. To retain all client records, financial records, supporting documents, statistical records, and any<br />

other documents (including electronic storage media) pertinent to this contract for a period of<br />

five (5) years after termination of the contract, or if an audit has been initiated and audit findings<br />

have not been resolved at the end of five (5) years, the records shall be retained until resolution<br />

of the audit findings or any litigation which may be based on the terms of this contract.<br />

3. Upon completion or termination of the contract and at the request of the County, the Contractor<br />

will cooperate with the County to facilitate the duplication and transfer of any said records or<br />

documents during the required retention period as specified in paragraph 1 above.<br />

4. To assure that these records shall be subject at all reasonable times to inspection, review, or<br />

audit by Federal, state, or other personnel duly authorized by the County.<br />

5. Persons duly authorized by the County and Federal auditors, pursuant to 45 CFR, Part<br />

92.36(I)(10), shall have full access to and the right to examine any of provider’s contract and<br />

related records and documents, regardless of the form in which kept, at all reasonable times for<br />

as long as records are retained.<br />

6. To include these aforementioned audit and record keeping requirements in all approved<br />

subcontracts and assignments.<br />

T. Monitoring:<br />

To permit persons duly authorized by the County to inspect any records, papers, documents, facilities,<br />

goods, and services of the provider which are relevant to this contract, and interview any clients and<br />

employees of the provider to assure the County of satisfactory performance of the terms and<br />

conditions of this contract.<br />

Following such evaluation, the County will deliver to the provider a written report of its findings and will<br />

include written recommendations with regard to the provider’s performance of the terms and<br />

conditions of this contract. The provider will correct all noted deficiencies identified by the County<br />

within the specified period of time set forth in the recommendations. The provider’s failure to correct<br />

noted deficiencies may, at the sole and exclusive discretion of the County, result in any one or any<br />

combination of the following: (1) the provider being deemed in breach or default of this contract; (2)<br />

the withholding of payments to the provider by the County; and (3) the termination of this contract for<br />

cause.<br />

U. Local Preference in Purchasing and Contracting:<br />

Attachment 1<br />

Page 6 of 31<br />

1. Preference in requests for proposals. In purchasing of, or letting of contracts for procurement of,<br />

personal property, materials, contractual services, and construction of improvements to real<br />

property or existing structures for which a request for proposals is developed with evaluation<br />

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Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

criteria, a local preference of the total score may be assigned for a local preference, as follows:<br />

a. Firms which have a home office located within Leon, Gadsden, Wakulla, or Jefferson County,<br />

and which meet all of the criteria for a local business as set forth in this section, shall be given<br />

a preference in the amount of five percent.<br />

b. Firms which do not have a home office located within Leon, Gadsden, Wakulla, or Jefferson<br />

County, and which meet all of the criteria for a local business as set forth in this article, shall<br />

be given a preference in the amount of three percent.<br />

2. Local business definition. For purposes of this section, "local business" shall mean a business<br />

which:<br />

a. Has had a fixed office or distribution point located in and having a street address within Leon,<br />

Gadsden, Wakulla, or Jefferson County for at least six (6) months immediately prior to the<br />

issuance of the request for competitive bids or request for proposals by the County; and<br />

b. Holds any business license required by Leon County, and, if applicable, the City of Tallahassee;<br />

and<br />

c. Is the principal offeror who is a single offeror; a business which is the prime contractor and<br />

not a subcontractor; or a partner or joint venturer submitting an offer in conjunction with<br />

other businesses.<br />

3. Certification. Any vendor claiming to be a local business as defined herein, shall so certify in<br />

writing to the Purchasing Division. The certification shall provide all necessary information to<br />

meet the requirements set forth above. The Local Vendor Certification Form is enclosed. The<br />

purchasing agent shall not be required to verify the accuracy of any such certifications, and shall<br />

have the sole discretion to determine if a vendor meets the definition of a "local business."<br />

V. Addenda To Specifications: If any addenda are issued after the initial specifications are released, the<br />

County will post the addenda on the Leon County website at<br />

http://www.leoncountyfl.gov/purchasing/addenda. For those projects with separate plans, blueprints,<br />

or other materials that cannot be accessed through the internet, the Purchasing Division will make a<br />

good faith effort to ensure that all registered bidders (those vendors who have been registered as<br />

receiving a bid package) receive the documents. It is the responsibility of the vendor prior to<br />

submission of any proposal to check the above website or contact the Leon County Purchasing Division<br />

at (850) 606‐1600 to verify any addenda issued. The receipt of all addenda must be acknowledged on<br />

the response sheet.<br />

W. Unauthorized Alien(s): The Contractor agrees that unauthorized aliens shall not be employed nor<br />

utilized in the performance of the requirements of this solicitation or any work authorized thereunder.<br />

The County shall consider the employment or utilization of unauthorized aliens a violation of Section<br />

274A(e) of the Immigration and Naturalization Act (8 U.S.C. 1324a). Such violation shall be cause for<br />

unilateral termination of this Agreement by the County. As part of the response to this solicitation,<br />

please complete and submit the attached form “AFFIDAVIT CERTIFICATION IMMIGRATION LAWS.”<br />

X. Employment Eligibility Verification:<br />

Attachment 1<br />

Page 7 of 31<br />

1. Contractor agrees that it and any subcontractors will enroll and participate in the federal E‐Verify<br />

Program for Employment Verification under the terms provided in the “Memorandum of<br />

Understanding” governing the program. Contractor further agrees to provide to the County, within<br />

thirty days of the effective date of this contract/amendment/extension, documentation of such<br />

enrollment in the form of a copy of the E‐Verify “‘Edit Company Profile’ screen”, which contains<br />

7<br />

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Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

proof of enrollment in the E‐Verify Program (this page can be accessed from the “Edit Company<br />

Profile” link on the left navigation menu of the E‐Verify employer’s homepage) of both the<br />

Contractor and any subcontractors.<br />

2. Contractor further agrees that it will require each subcontractor that performs work under this<br />

contract to enroll and participate in the E‐Verify Program within sixty days of the effective date of<br />

this contract/amendment/extension or within sixty days of the effective date of the contract<br />

between the Contractor and the subcontractor, whichever is later. The Contractor shall obtain<br />

from the subcontractor(s) a copy of the “Edit Company Profile” screen indicating enrollment in the<br />

E‐Verify Program and make such record(s) available to the Agency upon request.<br />

3. Contractor will utilize the U.S. Department of Homeland Security’s E‐Verify system to verify the<br />

employment eligibility of: (a) all persons employed during the term of the Agreement by<br />

Contractor to perform employment duties within Florida; and (b) all persons (including<br />

subcontractors) assigned by Contractor to perform work pursuant to the Agreement.<br />

a. Contractor must use E‐Verify to initiate verification of employment eligibility for all persons<br />

employed during the term of the Agreement by Contractor to perform employment duties<br />

within Florida within 3 business days after the date of hire.<br />

b. Contractor must initiate verification of each person (including subcontractors) assigned by<br />

Contractor to perform work pursuant to the Agreement within 60 calendar days after the<br />

date of execution of this contract or within 30 days after assignment to perform work<br />

pursuant to the Agreement, whichever is later.<br />

4. Contractor further agrees to maintain records of its participation and compliance with the<br />

provisions of the E‐Verify program, including participation by its subcontractors as provided<br />

above, and to make such records available to the County or other authorized state entity<br />

consistent with the terms of the Memorandum of Understanding.<br />

5. Compliance with the terms of this Employment Eligibility Verification provision is made an<br />

express condition of this contract and the County may treat a failure to comply as a material<br />

breach of the contract.<br />

Y. Award of RFP and Protest: The proposal will be awarded as soon as possible to the responsive,<br />

responsible respondent(s) who rank highest in the evaluation process, unless otherwise stated<br />

elsewhere in this document. The County reserves the right to waive any informality in proposals and to<br />

award a proposal in whole or in part when either or both conditions are in the best interest of Leon<br />

County.<br />

Notice of the Intended Decision will be posted on the Leon County website at:<br />

http://www.leoncountyfl.gov/purchasing/IntendedDecision for a period of seventy‐two (72)<br />

consecutive hours, which does not include weekends or County observed holidays. Any<br />

Bidder/Respondent who desires to protest the Intended Decision must file a notice of intent to protest<br />

in writing within seventy‐two (72) hours after the posting of the Notice of Intended Decision. Any bid<br />

award recommendation may be protested on the grounds of irregularities in the specifications, bid<br />

procedure, or the evaluation of the bid. Such notice of intent of bid protest shall be made in writing to<br />

the Purchasing Director, 1800‐3 Blair Stone Road, Tallahassee, Florida 32308.<br />

Protestor shall file a formal written bid protest within 10 days after the date in which the notice of<br />

intent of bid protest has been submitted. Failure to file a notice of intent of bid protest or failure to file<br />

a formal written bid protest shall constitute a waiver of all rights granted under this section. The<br />

vendor shall be responsible for inquiring as to any and all award recommendation/postings.<br />

8<br />

Attachment 1<br />

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Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

Should concerns or discrepancies arise during the bid process, vendors are encouraged to contact the<br />

Purchasing Division prior to the scheduled bid opening. Such matters will addressed and/or remedied<br />

prior to a bid opening or award whenever practically possible. Vendors are not to contact departments<br />

or divisions regarding the vendor complaint.<br />

Z. Errors and Omissions: The County and its representatives shall not be responsible for any errors or<br />

omission in the RFP. Due care and diligence has been exercised in the preparation of this RFP, and all<br />

information contained herein is believed to be substantially correct. Information is subject to review by<br />

the successful proposer.<br />

III. SERVICES NEEDED BY THE <strong>COUNTY</strong><br />

A. General Background:<br />

The County desires to be a leader in providing an environmentally friendly and sustainable community.<br />

Pursuant to Section 163.08, Florida Statutes, the County intends to retain a Consultant to provide<br />

Third Party Administrator Services to the District for a Commercial Property Assessment Clean Energy<br />

(PACE) program. In order to fulfill the needs of quick response and professional expertise, the County<br />

intends to retain one (1) Consultant for the District.<br />

B. Service Tasks:<br />

The Consultant can expect to provide services including, but not limited to administration, finance, and<br />

marketing:<br />

Description of the level of effort associated with each of these tasks:<br />

Task 1 – Administration<br />

The Consultant shall administer the Commercial PACE program for the County. This includes, but is not<br />

limited to, processing applications, providing customer service, management of assessments and<br />

payments, recruitment of applicants, engagement with contractors who perform the qualifying<br />

improvements; and ongoing program support.<br />

Task 2 – Financing<br />

As part of the Commercial PACE program, the Consultant shall provide all of the upfront financing for<br />

the qualifying improvements. The financing will be secured by a lien placed on the property and the<br />

loan(s) will be repaid by a special assessment imposed against the property. It is anticipated that this<br />

special assessment will be placed on the commercial property’s tax bill. The District will work with the<br />

Consultant to provide appropriate underwriting and consumer protection standards, which will comply<br />

at a minimum with applicable law including federal and state rules.<br />

Task 3 – Marketing<br />

The Consultant shall implement a marketing plan for the Commercial PACE program. As a part of this<br />

marketing plan, the Consultant shall provide a localized website or portal outlining the specifics of the<br />

Commercial PACE program; provide educational and training materials for those residents interested<br />

in participating in the program; assist in getting local contractors trained and certified to participate in<br />

the program; and a local outreach program utilizing the web, local media, and other means.<br />

9<br />

Attachment 1<br />

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Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

C. Schedule:<br />

The Consultant will complete the work items outlined in the Scope of Work within eight (8) months of<br />

the execution of the agreement with the Consultant.<br />

D. Compensation:<br />

The Consultant will be compensated by providing the financing to property owners that participate in<br />

the Commercial PACE program.<br />

IV REQUIRED SUBMITTALS<br />

One ORIGINAL, five (5) copies and one electronic copy of the Response (“Proposal”) must be furnished on<br />

or before the deadline. Responses will be retained as property of the County. The ORIGINAL of your reply<br />

must be clearly marked “Original” on its face and must contain an original, non‐electronic signature of an<br />

authorized representative of the responding firm or individual, all other copies may be photocopies. The<br />

contents of the proposal of the successful Proposer will become part of the contractual obligations.<br />

Proposals are to be submitted bound by binder clips only. No manner of plastic, comb or wire bindings,<br />

three ring binders, or staples are acceptable. Document pages shall be 8 ½ inches by 11 inches in size or<br />

folded to such a size. All copies of proposals are to be printed double‐sided, on paper with no less than<br />

30% post‐consumer recycled content. As a part of Leon County’s sustainability program, the County is<br />

reducing the excess packaging, binders, and waste associated with submittals.<br />

A. A one‐page cover letter indicating the Consultants' interest in providing the services to the County and<br />

a statement on why the consultant should be selected for the award. The letter shall include the name<br />

of the Prime Consultant and those of the Subconsultants, explanation of the type of contractual<br />

agreement between them, if different from that of Prime and Subconsultant. A representative who is<br />

authorized to contractually bind the Consultant shall sign this letter.<br />

B. A one‐page table of contents identifying the sections and page numbers.<br />

C. A one‐page, proposed organization chart identifying key professionals, their area(s) of responsibility<br />

and extent of their availability.<br />

D. No more than a two‐page history of all the Consultant(s).<br />

E. Up to four (4), one‐page resumes of the persons, including the Project Manager that will be assigned to<br />

the District, if the County selects the Consultant.<br />

F. Up to two (2), one‐page, table(s) showing all current and recently completed private and public (local<br />

municipal, county, regional and state) sector clients of all the consultants. The table(s) shall include for<br />

each client: (a) the length of the contract; (b) the scope of services provided; (c) the type of contract<br />

(pro bono, retainer, project based fee, other); (d) specific accomplishments, if any; and (e) a contact<br />

name, phone number and e‐mail address for each client. If the Consultant team includes<br />

Subconsultant(s), there must be at least one project for each Subconsultant. The Consultant may select<br />

suitable clients/projects, if the list exceeds two‐page limit.<br />

G. Up to four (4), one‐page, description(s) of projects providing services similar to those identified in the<br />

scope of services over the last five (5) years. The emphasis shall be given to the projects in Florida AND<br />

the tasks performed by the persons identified in the Response.<br />

10<br />

Attachment 1<br />

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Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

H. Up to five (5), one‐page, copies of any press articles, profiles, commendations, awards etc. The<br />

emphasis shall be given to the projects completed in Florida AND the projects of the persons identified<br />

in the Response.<br />

I. Proofs of authorization to transact business in the State from the Florida Secretary of State, from prime<br />

as well as supporting firms.<br />

Specific funds and budget that the consultant or team has to incur for the costs of forming the program in Leon<br />

County.<br />

V. SELECTION PROCESS<br />

A. The County Administrator shall appoint an Evaluation Committee composed of three to five members<br />

who will review and evaluate all proposals received on time. The Committee may, select one or more<br />

firms for interview based on the evaluation of the responses of each proposer.<br />

Meetings of Evaluation Committees subsequent to the opening of the solicitation shall be public<br />

meetings except for any portion of a meeting at which a negotiation with a vendor is conducted<br />

pursuant to a competitive solicitation, at which a vendor makes an oral presentation as a part of the<br />

competitive solicitation, or at which a vendor answers questions as a part of a competitive solicitation.<br />

Also, any portion of a meeting at which negotiation strategies are discussed are exempt from being a<br />

public session.<br />

Notice of all meetings shall be posted on the Purchasing Division website at:<br />

www.leoncountyfl.gov/Purchasing/notices/index.asp and in the Purchasing Division Offices no less than<br />

72 hours (excluding weekends and holidays).<br />

B. The Evaluation Committee will recommend to the Board of County Commissioners (BCC), in order of<br />

preference (ranking), up to three (3) firms deemed to be most highly qualified to perform the requested<br />

services.<br />

C. The (BCC) will negotiate with the most qualified firm (first ranked firm) for the proposed services at<br />

compensation which the BCC determines is fair, competitive, and reasonable for said services.<br />

D. Should the BCC be unable to negotiate a satisfactory contract with the firm considered to be fair,<br />

competitive and reasonable, negotiations with that firm shall be formally terminated. The County shall<br />

then undertake negotiations with the second most qualified firm. Failing accord with the second most<br />

qualified firm the Board shall terminate negotiations. The BCC representative shall then undertake<br />

negotiations with the third most qualified firm.<br />

E. Should the County be unable to negotiate a satisfactory contract with any of the selected firms, the<br />

Board representative shall select additional firms to continue negotiations.<br />

F. Evaluation Criteria ‐ Proposals will be evaluated and ranked on the basis of the following<br />

considerations:<br />

Evaluation Criteria<br />

11<br />

Maximum<br />

Points Possible<br />

Team Background & Experience 20<br />

Administration & Program structure 30<br />

Financial proposal 25<br />

Marketing plan 15<br />

Attachment 1<br />

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Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

Evaluation Criteria<br />

Maximum<br />

Points Possible<br />

MWSBE 5<br />

Local Preference 5<br />

Total Potential Award 100<br />

Each Applicant is requested to provide the following information using the same numbering/lettering<br />

scheme as the format below.<br />

1. Team Background & Experience – In addition to the material stated in Section IV items A‐J, a<br />

detailed description should include but not be limited to the following parameters:<br />

a. Number of W2 Employees in the 3rd Party Administrator Organization dedicated to this<br />

project.<br />

b. Credentials and accomplishments of the Consultant’s team.<br />

c. Credentials and accomplishments of the Consultant Project Manager.<br />

d. Consultant’s track record of on time and within project performance.<br />

e. Existing PACE projects your firm has participated in (if so list total amount of financing that has<br />

been provided).<br />

f. The number of and the names of PACE jurisdictions where your firm is the 3rd party<br />

administrator, along with contact information.<br />

g. Your firm’s plan to utilize local firms or partners.<br />

2. Administration/Program Structure – Provide your firms proposal for program design,<br />

implementation and administration. A detailed description should include but not be limited to the<br />

following parameters:<br />

a. How a PACE project would be conducted within the County, including processing applications,<br />

providing customer service, and engagement with contractors.<br />

b. The minimum criteria for an individual to qualify for PACE financing.<br />

c. Minimum project parameters.<br />

d. Minimum requirements from the County and local partners under which any financing<br />

contract could proceed.<br />

e. Coordination of implementation with commercial mortgage lenders including consent.<br />

f. Utilization of and criteria for energy surveys or audits.<br />

g. The method of contractor selection. Will the vendor responsible for making energy<br />

improvements be selected by the applicant or pre‐screened, and any standards to be applied.<br />

h. Process of verification of installed improvements.<br />

i. Collection of data necessary to evaluate efficacy.<br />

12<br />

Attachment 1<br />

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Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

j. Delineation of anticipated roles and responsibilities between the County, Elected Officials, the<br />

firm, and any other partner or entity.<br />

3. Financing ‐ Describe your firms program structure relating to financing and plans to recover<br />

administrative and finance cost associated with the program in a manner that is affordable to the<br />

consumer. A detailed description should include but not be limited to the following parameters:<br />

a. Financial stability and financial worthiness of the Consultant and related financial participants<br />

and program lenders.<br />

b. Statement of financial commitment of funds dedicated to forming the program.<br />

c. Identify and discuss the source of initial capital to fund PACE projects within the County.<br />

d. Funding sources for PACE program (self‐funded vs. banks) – List sources if applicable.<br />

e. Document commitment of financing partners for this program in writing from each partner.<br />

f. Risk and cost to the County in the event a property owner enrolled in the program defaults on<br />

payments under the proposed structure.<br />

g. Maximum and minimum PACE finance amounts.<br />

h. Interest rates (adjustable or fixed) loan term options – (5yr, 10yr, 20yr).<br />

i. Preferred method used to calculate the cost of credit to individual property owners.<br />

j. Estimate of the actual cost of PACE credit to property owners. Assume financing amount of<br />

$100,000 for basis of estimate.<br />

k. Discussion of the optimal length of time to carry the project.<br />

l. Discussion of credit risk associated with project delay or cessation.<br />

m. Amount in contingency fund for handling defaults of this program, and how a default would be<br />

handled.<br />

n. 3rd Party Administrator fees to contractor who would install improvements, if any.<br />

o. 3rd Party Administrator fees to property owner.<br />

p. Re‐occurring fees to property owner, if any.<br />

q. Early repayment penalties (Y/N)? If yes how determined?<br />

r. Delineation of anticipated roles and responsibilities between the County, Elected Officials, the<br />

firm, and any other partner or entity.<br />

s. Costs associated with Property Appraiser, Tax Collector fees, Closing costs<br />

Attachment 1<br />

Page 13 of 31<br />

4. Marketing – Provide your firms proposal to develop and implement an aggressive marketing<br />

strategy to reach property owners in all asset classes. A detailed description should include but not<br />

be limited to the following parameters:<br />

13<br />

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Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

VI. INDEMNIFICATION<br />

a. Partnerships to develop or expand.<br />

b. A localized website or portal.<br />

c. Educational and training materials for those interested in participating in the program.<br />

d. Plans to assist local contractors to be trained and certified to participate in the program (if<br />

applicable).<br />

e. Local outreach program utilizing the web, local media, and other means.<br />

f. Delineation of anticipated roles and responsibilities between the County, Elected Officials, the<br />

firm, and any other partner or entity.<br />

The Contractor agrees to indemnify, defend and hold harmless the County, its officials, officers, employees<br />

and agents, from and against any and all claims, damages, liabilities, losses, costs, or suits of any nature<br />

whatsoever arising out of, because of, or due to any acts or omissions of the Contractor, its delegates,<br />

employees and agents, arising out of or under this Agreement, including reasonable attorney’s fees. The<br />

County may, at its sole option, defend itself or require the Contractor to provide the defense. The Contractor<br />

acknowledges that ten dollars ($10.00) of the amount paid to the Contractor is sufficient consideration for the<br />

Contractor's indemnification of the County.<br />

VII. MINORITY/WOMEN BUSINESS ENTERPRISE AND EQUAL OPPORTUNITY POLICIES<br />

A. Minority Business Enterprise (MBE) and Women (WBE) Business Enterprise Requirements<br />

1. The purpose of the Minority and Women-Owned Business Enterprise (MWBE) Program is<br />

to effectively communicate Leon County procurement and contracting opportunities,<br />

through enhanced business relationships, to end disparity and to increase participation<br />

opportunities for certified minority and women-owned business enterprises in a competitive<br />

environment. This program shall:<br />

a. Eliminate any policies and/or procedural barriers that inhibit MBE and WBE<br />

participation in our procurement process.<br />

b. Established targets designed to increase MBE and WBE utilization proportionate to<br />

documented under utilization.<br />

c. Provide increased levels of information and assistance available to MBE=s and<br />

WBEs.<br />

d. Implement mechanisms and procedures for monitoring MBE and WBE compliance<br />

by prime contractors.<br />

2. The term ACertified Minority Women Business Enterprise@ (MWBE) is defined as Minority<br />

Business Enterprise (MBE) and Women Business Enterprise (WBE) firms certified by Leon<br />

County or the City of Tallahassee. Some firms with MBE or WBE certification by the State<br />

of Florida may be accepted under a reciprocal agreement but those from other<br />

governmental organizations are not accepted by Leon County.<br />

3. Each Respondent is strongly encouraged to secure MBE and WBE participation through<br />

purchase(s) of those goods or services to be provided by others. Firms responding to this<br />

14<br />

Attachment 1<br />

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Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

bid are hereby made aware of the County's targets for MBE and WBE utilization.<br />

Respondents that require assistance or guidance with these MBE or WBE requirements<br />

should contact: Shanea Wilks, Leon County Minority, Women, and Small Business<br />

Enterprise Director, by telephone at (850) 606-1650; fax (850) 606-1651 or by e-mail<br />

wilkssh@leoncountyfl.gov.<br />

Respondent must complete and submit the attached Minority and Women Business<br />

Enterprise Participation Plan form. Failure to submit the completed Minority and Women<br />

Business Enterprise Participation Plan form may result in a determination of nonresponsiveness<br />

for the bid.<br />

If the aspirational target is not met, you must denote your good faith effort on the<br />

Participation Plan Form. All respondents, including MBE=s, and WBE=s shall either meet<br />

the aspirational target(s), or if not met, demonstrate in their bid response that a good faith<br />

effort was made to meet the aspirational target(s). Failure to complete such good faith effort<br />

statement may result in the bid being non-responsive. Below, are policy examples of good<br />

faith efforts that respondents can use if they are not meeting the aspirational target. These<br />

examples can be used to demonstrate the good faith effort.<br />

a. Advertised for participation by M/WBEs in non-minority and minority publications within<br />

the Market area, including a copy of the advertisement and proof of the date(s) it<br />

appeared B or by sending correspondence, no less than ten (10) days prior to the<br />

submission deadline, to all M/WBEs referred to the respondent by the MWSBE Division<br />

for the goods and services to be subcontracted and/or supplied<br />

b. Documented that the bidding Prime Contractor provided ample time for potential<br />

MBE and/or WBE subcontractors to respond to bid opportunities, including a chart<br />

outlining the schedule/time frame used to obtain bids from MBE and WBE Vendors<br />

as applicable to the aspirational Target.<br />

c. Contacted the MWSBE Division for a listing of available M/WBEs who provide the<br />

services needed for the bid or proposal.<br />

d. Contacted MBEs and/or WBEs who provide the services needed for the bid or<br />

proposal.<br />

e. Documented follow-up telephone calls with potential M/WBE subcontractors<br />

seeking participation.<br />

f. Allowed potential M/WBE Subcontractors to review bid specifications, blueprints<br />

and all other Bid/RFP related items at no charge to the M/WBEs.<br />

g. Contacted the MWSBE Division, no less than five (5) business days prior to the<br />

Bid/RFP deadline, regarding problems the with respondent is having in achieving<br />

and/or reaching the aspirational targets.<br />

h. Other documentation indicating their Good Faith Efforts to meet the aspirational<br />

targets. Please provide details below.<br />

5. Definitions for the above targets follow:<br />

Attachment 1<br />

Page 15 of 31<br />

a. Minority/Women Business Enterprise (MWBE) - a business that is owned and<br />

controlled by at least 51% by one or more minority persons or by at least 51% by<br />

one or more women, and whose management and daily operations are controlled<br />

by one or more such persons shall constitute a Minority/Women business<br />

Enterprise. No business owned or controlled by a white female shall be considered<br />

a minority business for the purpose of this program if the ownership was brought<br />

15<br />

Page 580 of 631 Posted at 6:15 p.m. on June 10, 2013


Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

about by transfer of ownership interest to the woman or women, other than by<br />

decent, within two (2) years following the sale or transfer of ownership. For the<br />

purpose of this program, all applicants for certification as a bona fide MWBE shall<br />

be an independent business entity which provides a commercially useful function.<br />

No business owned and controlled by a white male and transferred or sold to a<br />

minority or woman/women, for the purpose of participation in the County=s MWBE<br />

Program, shall be considered eligible for MWBE Certification.<br />

b. Minority Person - an individual who is a citizen of the United States or a lawfully<br />

admitted permanent resident and who is a(n):<br />

1) African/Black Americans - All persons having origins in any of the Black<br />

African racial groups not of Hispanic origins and having community<br />

identification as such.<br />

2) Hispanic Americans - All persons (Mexican, Puerto Rican, Cuban, Central<br />

or South American or other Spanish Culture or origin, regardless of race)<br />

reared in a Hispanic environment and whose surname is Hispanic and<br />

having community identification as such.<br />

3) Asian American - All persons having origins in any of the original peoples<br />

of the Far East, Southeast Asia, the Indian Subcontinent, or the Pacific<br />

Islands and having community identification as such.<br />

4) American Indians, Alaskan Natives and American Aleuts - All persons<br />

having origins in any of the original people of North America, maintaining<br />

identifiable tribal affiliations through membership and participation and<br />

having community identification as such.<br />

c. Women - American Woman<br />

6. Prime contractors will negotiate in good faith with interested MWBE=s, not rejecting a<br />

MWBE as unqualified or unacceptable without sound business reasons based on a through<br />

investigation of their capabilities. The basis for rejecting any MWBE deemed<br />

unqualified or unacceptable by the Prime Contractor shall be included in the Good<br />

Faith Effort documentation. The Prime Contractor shall not impose unrealistic conditions<br />

of performance on MWSBE=s seeking subcontracting opportunities.<br />

7. Leon County reserves the right to request supporting documentation as evidence of good<br />

faith efforts indicated above at any time. Failure to provide supporting documentation when<br />

requested shall deem your bid/proposal as non-responsive.<br />

MBE and WBE Participation Level for Professional Services<br />

Sub-Consultants<br />

The Respondent certifies that they will meet or exceed both<br />

aspirational targets through subcontracting to certified MBE<br />

and WBE firm(s) and has identified in the MWBE Participation<br />

Plan the certified MBE and WBE firm(s) that it intends to use.<br />

The Respondent certifies that they will meet at least 50% of<br />

both aspirational targets through subcontracting with MBE and<br />

WBE firms(s) and has identified in the MWBE Participation<br />

Plan the MBE and WBE firm(s) that it intends to use and has<br />

submitted a Good Faith Effort Statement.<br />

16<br />

Points<br />

5<br />

4<br />

Attachment 1<br />

Page 16 of 31<br />

Page 581 of 631 Posted at 6:15 p.m. on June 10, 2013


Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

The Respondent certifies that they will meet at least 20%, but<br />

less than 50%, of both aspirational targets through<br />

subcontracting to certified MBE and WBE firms and a Good<br />

Faith Effort Statement is submitted.<br />

The Respondent will not meet the aspirational targets in any<br />

form and has submitted a Good Faith Effort Statement based<br />

upon the guidelines referenced in section VII of this<br />

Participation Plan to be considered a responsive bidder, but<br />

shall receive zero points.<br />

B. Equal Opportunity/Affirmative Action Requirements<br />

VIII. INSURANCE<br />

The contractors and all subcontractors shall agree to a commitment to the principles and<br />

practices of equal opportunity in employment and to comply with the letter and spirit of federal,<br />

state, and local laws and regulations prohibiting discrimination based on race, color, religion,<br />

national region, sex, age, handicap, marital status, and political affiliation or belief.<br />

For federally funded projects, in addition to the above, the contractor shall agree to comply with<br />

Executive Order 11246, as amended, and to comply with specific affirmative action obligations<br />

contained therein.<br />

In addition to completing the Equal Opportunity Statement, the Respondent shall include a copy<br />

of any affirmative action or equal opportunity policies in effect at the time of submission.<br />

Respondent’s attention is directed to the insurance requirements below. Respondents should confer<br />

with their respective insurance carriers or brokers to determine in advance of bid submission the<br />

availability of insurance certificates and endorsements as prescribed and provided herein. If an<br />

apparent low bidder fails to strictly comply with the insurance requirements, that bidder may be<br />

disqualified from award of the contract, or otherwise found non-responsive.<br />

Respondent procure and maintain for the duration of the contract, insurance against claims for<br />

injuries to persons or damages to property which may arise from or in connection with the<br />

performance of the work hereunder by the Respondent, his agents, representatives, employees, or<br />

subcontractors. The cost of such insurance shall be included in the Respondent’s pricing.<br />

A. Minimum Limits of Insurance<br />

Contractor shall maintain limits no less than:<br />

1. General Liability: $1,000,000 Combined Single Limit for bodily injury and property damage<br />

per occurrence with a $2,000,000 annual aggregate. Completed operations coverage will be<br />

provided for a period of three (3) years beyond termination and/or completion of the project.<br />

Coverage must include bodily injury and property damage, including Premise/Operations: a<br />

per location aggregate, Broad Form Contractual liability; Broad Form Property Damage; Fire<br />

Legal liability; Independent Contractors coverage; Cross Liability & Severability of Interest<br />

Clauses; and Personal Injury (deleting employee and contractual exclusions), and coverage<br />

for explosion, collapse, and underground (X,C,U).<br />

2. Automobile Liability: One Million and 00/100 ($1,000,000.00) Dollars combined single limit<br />

per accident for bodily injury and property damage. (Non-owned, Hired Car).<br />

3. Workers’ Compensation Employers Liability: Insurance covering all employees meeting<br />

17<br />

3<br />

0<br />

Attachment 1<br />

Page 17 of 31<br />

Page 582 of 631 Posted at 6:15 p.m. on June 10, 2013


Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

Statutory Requirements in compliance with the applicable state and federal laws and<br />

Employer’s Liability with a limit of $500,000 per accident, $500,000 disease policy limit,<br />

$500,000 disease each employee. Waiver of Subrogation in lieu of Additional Insured is<br />

required.<br />

B. Deductibles and Self-Insured Retentions<br />

Any deductibles or self-insured retentions must be declared to and approved by the County. At<br />

the option of the County, either: the insurer shall reduce or eliminate such deductibles or selfinsured<br />

retentions as respects the County, its officers, officials, employees and volunteers; or<br />

the Contractor shall procure a bond guaranteeing payment of losses and related investigations,<br />

claim administration, and defense expenses.<br />

C. Other Insurance Provisions<br />

The policies are to contain, or be endorsed to contain, the following provisions:<br />

1. General Liability and Automobile Liability Coverages (County is to be named as Additional<br />

Insured).<br />

a. The County, its officers, officials, employees and volunteers are to be covered as<br />

additional insureds as respects; liability arising out of activities performed by or on behalf<br />

of the Contractor, including the insured’s general supervision of the Contractor; products<br />

and completed operations of the Contractor; premises owned, occupied or used by the<br />

Contractor; or automobiles owned, leased, hired or borrowed by the Contractor. The<br />

coverage shall contain no special limitations on the scope of protections afforded the<br />

County, its officers, officials, employees or volunteers.<br />

b. The Contractor’s insurance coverage shall be primary insurance as respects the County,<br />

it officers, officials, employees and volunteers. Any insurance of self-insurance<br />

maintained by the County, its officers, officials, employees or volunteers shall be excess<br />

of the Contractor’s insurance and shall not contribute with it. Contractor hereby waives<br />

subrogation rights for loss or damage against the county.<br />

c. Any failure to comply with reporting provisions of the policies shall not affect coverage<br />

provided to the county, its officers, officials, employees or volunteers.<br />

d. The Contractor’s insurance shall apply separately to each insured against whom claims is<br />

made or suit is brought, except with respect to the limits of the insurer’s liability.<br />

e. Companies issuing the insurance policy, or policies, shall have no recourse against the<br />

County for payment of premiums or assessments for any deductibles with are all at the<br />

sole responsibility and risk of Contractor.<br />

2. All Coverages<br />

Each insurance policy required by this clause shall be endorsed to state that coverage<br />

shall not be suspended, voided, canceled by either party, reduced in coverage or in limits<br />

except after thirty (30) days prior written notice by certified mail, return receipt requested,<br />

has been given to the County.<br />

D. Acceptability of Insurers<br />

Insurance is to be placed with insurers with a Best’s rating of no less than A:VII.<br />

E. Verification of Coverage<br />

18<br />

Attachment 1<br />

Page 18 of 31<br />

Page 583 of 631 Posted at 6:15 p.m. on June 10, 2013


Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

Contractor shall furnish the County with certificates of insurance and with original<br />

endorsements effecting coverage required by this clause. The certificates and endorsements<br />

for each insurance policy are to be signed by a person authorized by that insurer to bind<br />

coverage on its behalf. All certificates and endorsements are to be received and approved by<br />

the County before work commences. The County reserves the right to require complete,<br />

certified copies of all required insurance policies at any time.<br />

F. Subcontractors<br />

Contractors shall include all subcontractors as insureds under its policies or shall furnish<br />

separate certificates and endorsements for each subcontractor. All coverages for<br />

subcontractors shall be subject to all of the requirements stated herein.<br />

IX. ETHICAL BUSINESS PRACTICES<br />

A. Gratuities. It shall be unethical for any person to offer, give, or agree to give any County<br />

employee, or for any County employee to solicit, demand, accept, or agree to accept from<br />

another person, a gratuity or an offer of employment in connection with any decision, approval,<br />

disapproval, recommendation, or preparation of any part of a program requirement or a<br />

purchase request, influencing the content of any specification or procurement standard,<br />

rendering of advice, investigation, auditing, or performing in any other advisory capacity in any<br />

proceeding or application, request for ruling, determination, claim or controversy, or other<br />

particular matter, subcontract, or to any solicitation or proposal therefor.<br />

B. Kickbacks. It shall be unethical for any payment, gratuity, or offer of employment to be made<br />

by or on behalf of a subcontractor under a contract to the prime contractor or higher tier<br />

subcontractor or any person associated therewith, as an inducement for the award of a<br />

subcontract or order.<br />

C. The Board reserves the right to deny award or immediately suspend any contract resulting from<br />

this proposal pending final determination of charges of unethical business practices. At its sole<br />

discretion, the Board may deny award or cancel the contract if it determines that unethical<br />

business practices were involved.<br />

19<br />

Attachment 1<br />

Page 19 of 31<br />

Page 584 of 631 Posted at 6:15 p.m. on June 10, 2013


Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

PROPOSAL RESPONSE COVER SHEET<br />

This page is to be completed and included as the cover sheet for your response to the Request for<br />

Proposals.<br />

The Board of County Commissioners, Leon County, reserves the right to accept or reject any and/or all bids<br />

in the best interest of Leon County.<br />

Shelly W. Kelley, Purchasing Director<br />

Nick Maddox, Chairman<br />

Leon County Board of County Commissioners<br />

This bid response is submitted by the below named firm/individual by the undersigned authorized<br />

representative.<br />

BY<br />

ADDRESS<br />

CITY, STATE, ZIP<br />

E-MAIL ADDRESS<br />

TELEPHONE<br />

FAX<br />

ADDENDA ACKNOWLEDGMENTS: (IF APPLICABLE)<br />

Addendum #1 dated Initials<br />

Addendum #2 dated Initials<br />

Addendum #3 dated Initials<br />

20<br />

(Firm Name)<br />

(Authorized Representative)<br />

(Printed or Typed Name)<br />

Attachment 1<br />

Page 20 of 31<br />

Page 585 of 631 Posted at 6:15 p.m. on June 10, 2013


Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

EQUAL OPPORTUNITY/AFFIRMATIVE ACTION STATEMENT<br />

1. The contractors and all subcontractors hereby agree to a commitment to the principles and practices<br />

of equal opportunity in employment and to comply with the letter and spirit of federal, state, and local<br />

laws and regulations prohibiting discrimination based on race, color, religion, national region, sex,<br />

age, handicap, marital status, and political affiliation or belief.<br />

2. The contractor agrees to comply with Executive Order 11246, as amended, and to comply with<br />

specific affirmative action obligations contained therein.<br />

Signed:<br />

Title:<br />

Firm:<br />

21<br />

Attachment 1<br />

Page 21 of 31<br />

Page 586 of 631 Posted at 6:15 p.m. on June 10, 2013


Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

INSURANCE CERTIFICATION FORM<br />

To indicate that Bidder/Respondent understands and is able to comply with the required insurance, as<br />

stated in the bid/RFP document, Bidder/Respondent shall submit this insurances sign-off form, signed by<br />

the company Risk Manager or authorized manager with risk authority.<br />

A. Is/are the insurer(s) to be used for all required insurance (except Workers’ Compensation) listed by<br />

Best with a rating of no less than A:VII?<br />

☐ YES ☐ NO<br />

Commercial General Indicate Best Rating:<br />

Liability: Indicate Best Financial Classification:<br />

Business Auto: Indicate Best Rating:<br />

Indicate Best Financial Classification:<br />

1. Is the insurer to be used for Workers’ Compensation insurance listed by Best with a rating of no less<br />

than A:VII?<br />

☐ YES ☐ NO<br />

Indicate Best Rating:<br />

Indicate Best Financial Classification:<br />

If answer is NO, provide name and address of insurer:<br />

2. Is the Respondent able to obtain insurance in the following limits (next page) as required for the<br />

services agreement?<br />

☐ YES ☐ NO<br />

Insurance will be placed with Florida admitted insurers unless otherwise accepted by Leon County.<br />

Insurers will have A.M. Best ratings of no less than A:VII unless otherwise accepted by Leon County.<br />

22<br />

Attachment 1<br />

Page 22 of 31<br />

Page 587 of 631 Posted at 6:15 p.m. on June 10, 2013


Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

Required Coverage and Limits<br />

The required types and limits of coverage for this bid/request for proposals are contained within the<br />

solicitation package. Be sure to carefully review and ascertain that bidder/proposer either has coverage or<br />

will place coverage at these or higher levels.<br />

Required Policy Endorsements and Documentation<br />

Certificate of Insurance will be provided evidencing placement of each insurance policy responding to<br />

requirements of the contract.<br />

Deductibles and Self-Insured Retentions<br />

Any deductibles or self-insured retentions must be declared to and approved by Leon County. At the option<br />

of Leon County, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as<br />

respects Leon County, its officers, officials, employees and volunteers; or the Contractor shall procure a<br />

bond guaranteeing payment of losses and related investigations, claim administration and defense<br />

expenses.<br />

Endorsements to insurance policies will be provided as follows:<br />

Additional insured (Leon County, Florida, its Officers, employees and volunteers) -<br />

General Liability & Automobile Liability<br />

Primary and not contributing coverage-<br />

General Liability & Automobile Liability<br />

Waiver of Subrogation (Leon County, Florida, its officers, employees and volunteers) - General<br />

Liability, Automobile Liability, Workers’ Compensation and Employer’s Liability<br />

Thirty days advance written notice of cancellation to County - General Liability, Automobile Liability,<br />

Worker’s Compensation & Employer’s Liability.<br />

Please mark the appropriate box:<br />

Coverage is in place ☐ Coverage will be placed, without exception ☐<br />

The undersigned declares under penalty of perjury that all of the above insurer information is true and<br />

correct.<br />

Name Signature<br />

Typed or Printed<br />

Date Title<br />

Authority)<br />

23<br />

Attachment 1<br />

Page 23 of 31<br />

(Company Risk Manager or Manager with Risk<br />

Page 588 of 631 Posted at 6:15 p.m. on June 10, 2013


Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

CERTIFICATION REGARDING DEBARMENT, SUSPENSION,<br />

AND OTHER RESPONSIBILITY MATTERS<br />

PRIMARY COVERED TRANSACTIONS<br />

1. The prospective primary participant certifies to the best of its knowledge and belief, that it and its<br />

principals:<br />

a) Are not presently debarred, suspended, proposed for debarment, declared ineligible, or<br />

voluntarily excluded from covered transactions by any Federal department or agency;<br />

b) Have not within a three-year period preceding this been convicted of or had a civil judgment<br />

rendered against them for commission of fraud or a criminal offense in connection with<br />

obtaining, attempting to obtain, or performing a public (Federal, State or local) transaction or<br />

contract under a public transaction; violation of Federal or State antitrust statues or commission<br />

of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false<br />

statements, or receiving stolen property;<br />

c) Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity<br />

(Federal, State or local) with commission of any of these offenses enumerated in paragraph<br />

(1)(b) of this certification; and<br />

d) Have not within a three-year period preceding this application/proposal had one or more public<br />

transactions (Federal, State or local) terminated for cause or default.<br />

2. Where the prospective primary participant is unable to certify to any of the statements in this<br />

certification, such prospective participant shall attach an explanation to this proposal.<br />

3. No subcontract will be issued for this project to any party which is debarred or suspended from<br />

eligibility to receive federally funded contracts.<br />

Signature<br />

Title<br />

Contractor/Firm<br />

24<br />

Attachment 1<br />

Page 24 of 31<br />

Page 589 of 631 Posted at 6:15 p.m. on June 10, 2013


Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

AFFIDAVIT CERTIFICATION<br />

IMMIGRATION LAWS<br />

Leon County will not intentionally award County contracts to any contractor who knowingly employs<br />

unauthorized alien workers, constituting a violation of the employment provisions contained in 8 U.S.C.<br />

Section 1324 A(e) {Section 274a(e) of the Immigration and Nationality Act (“INA”).<br />

Leon County may consider the employment by any Contractor of Unauthorized Aliens a violation of Section<br />

274A(e) of the INA. Such violation by the Recipient of the employment provision contained in<br />

Section 274A(e) of the INA shall be ground for unilateral cancellation of the contract by Leon<br />

County.<br />

BIDDER ATTESTS THAT THEY ARE FULLY COMPLIANT WITH ALL APPLICABLE IMMIGRATION LAWS<br />

(SPECIFICALLY TO THE 1986 IMMIGRATION ACT AND SUBSEQUENT AMENDMENTS).<br />

Company Name:<br />

Signature: Title:<br />

STATE <strong>OF</strong><br />

<strong>COUNTY</strong> <strong>OF</strong><br />

Sworn to and subscribed before me this day of , 20 .<br />

Personally known<br />

25<br />

NOTARY PUBLIC<br />

OR Produced identification Notary Public - State of<br />

(Type of identification)<br />

notary<br />

My commission expires:<br />

Attachment 1<br />

Page 25 of 31<br />

Printed, typed, or stamped commissioned name of<br />

The signee of this Affidavit guarantees, as evidenced by the sworn affidavit required herein, the truth and<br />

accuracy of this affidavit to interrogatories hereinafter made.<br />

<strong>LEON</strong> <strong>COUNTY</strong> RESERVES THE RIGHT TO REQUEST SUPPORTING DOCUMENTATION, AS<br />

EVIDENCE <strong>OF</strong> SERVICES PROVIDED, AT ANY TIME.<br />

Page 590 of 631 Posted at 6:15 p.m. on June 10, 2013


Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

LOCAL VENDOR CERTIFICATION<br />

The undersigned, as a duly authorized representative of the vendor listed herein, certifies to the best of<br />

his/her knowledge and belief, that the vendor meets the definition of a “Local Business.” For purposes of<br />

this section, "local business" shall mean a business which:<br />

a) Has had a fixed office or distribution point located in and having a street address within Leon,<br />

Gadsden, Wakulla, or Jefferson County for at least six (6) months immediately prior to the issuance of<br />

the request for competitive bids or request for proposals by the County; and<br />

b) Holds any business license required by Leon County (or one of the other local counties), and, if<br />

applicable, the City of Tallahassee; and<br />

c) Is the principal offeror who is a single offeror; a business which is the prime contractor and not a<br />

subcontractor; or a partner or joint venturer submitting an offer in conjunction with other businesses.<br />

Please complete the following in support of the self-certification and submit copies of your County and City<br />

business licenses. Failure to provide the information requested will result in denial of certification as a local<br />

business.<br />

Business Name:<br />

Current Local Address:<br />

If the above address has been for less than six months, please provide the prior address.<br />

Length of time at this address:<br />

Home Office Address:<br />

STATE<br />

<strong>OF</strong><br />

<strong>COUNTY</strong><br />

<strong>OF</strong><br />

Signature of Authorized Representative Date<br />

26<br />

Phone:<br />

Fax:<br />

Phone:<br />

The foregoing instrument was acknowledged before me<br />

this<br />

day of ,20<br />

By of ,<br />

(Name of officer or agent, title of officer or<br />

agent)<br />

(Name of corporation acknowledging)<br />

a Corporation, on behalf of the corporation. He/she is personally known to me<br />

(State or place of<br />

incorporation)<br />

or has<br />

produced<br />

as identification.<br />

Return Completed form with<br />

supporting documents to:<br />

Leon County Purchasing Division<br />

1800-3 N. Blair Stone Road<br />

Tallahassee, Florida 32308<br />

Fax:<br />

Signature of Notary<br />

Print, Type or Stamp Name of Notary<br />

Title or Rank<br />

Attachment 1<br />

Page 26 of 31<br />

Page 591 of 631 Posted at 6:15 p.m. on June 10, 2013


Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

DRUG-FREE WORKPLACE FORM<br />

The undersigned vendor in accordance with Florida Statute 287.087 hereby certifies that:<br />

______________________________________________________________________________<br />

(Name of Business)<br />

1. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing,<br />

possession, or use of a controlled substance is prohibited in the workplace and specifying the actions<br />

that will be taken against employees for violations of such prohibition.<br />

2. Inform employees about the dangers of drug abuse in the workplace, the business’s policy of<br />

maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee<br />

assistance programs, and the penalties that may be imposed upon employees for drug abuse<br />

violations.<br />

3. Give each employee engaged in providing the commodities or contractual services that are under<br />

response/bid a copy of the statement specified in subsection (1).<br />

4. In the statement specified in subsection (1), notify the employees that, as a condition of working on the<br />

commodities or contractual services that are under response/bid, the employee will abide by the terms<br />

of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to,<br />

any violation of Chapter 893 (Florida Statutes) or of any controlled substance law of the United States<br />

or any state, for a violation occurring in the workplace no later than five (5) days after such conviction.<br />

5. Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or<br />

rehabilitation program if such is available in the employee’s community, or any employee who is so<br />

convicted.<br />

6. Make a good faith effort to continue to maintain a drug-free workplace through implementation of this<br />

section.<br />

As the person authorized to sign the statement, I certify that this firm complies fully with the above<br />

requirements.<br />

____________________________________________________<br />

Responder’s Signature<br />

____________________________________________________<br />

Date<br />

27<br />

Attachment 1<br />

Page 27 of 31<br />

Page 592 of 631 Posted at 6:15 p.m. on June 10, 2013


Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

MINORITY AND WOMEN BUSINESS ENTERPRISE (MWBE) PARTICIPATION PLAN FORM<br />

Respondent: ________________________________________________________________________<br />

All respondents, including Minority Business Enterprises (MBEs) and Women Business Enterprises<br />

(WBEs), shall complete and submit this M/WBE Participation Plan with their proposal. Through submission<br />

of its bid/proposal, Respondent certifies, acknowledges and agrees that the Participation Level and the<br />

Good Faith Efforts herein designated are accurate and true; and, that the individual whose manual<br />

signature is on this submission is duly authorized on behalf of the respondent to make such certification.<br />

For the purposes of MWBE participation on Leon County projects, the following definition applies:<br />

ACertified Minority Business Enterprise (MBE) and Women Business Enterprise (WBE)@ are<br />

firms certified by Leon County or the City of Tallahassee. Some firms with MBE or WBE<br />

certification by the State of Florida may be accepted under a reciprocal agreement but, those<br />

from other governmental organizations are not accepted by Leon County@<br />

GOOD FAITH EFFORT<br />

Attachment 1<br />

Page 28 of 31<br />

DIRECTIONS: Each respondent must designate in Section 3 its level of MWBE participation. If<br />

the aspirational targets are not met or exceeded, Section 2 must be completed. All<br />

Respondents are to list subcontractors as appropriate in Sections 3 and 4.<br />

The following list of the good faith efforts criteria complies with Leon County=s Purchasing and Minority,<br />

Women, and Small Business Enterprise Policy. This criteria is used in the determination of whether a<br />

contractor has performed and documented good faith efforts. Also, the basis for rejecting a MWBE deemed<br />

unqualified or unacceptable by the Prime Contractor shall be documented and included in the respondent=s<br />

Good Faith Effort documentation.<br />

1. Please identify all of the following activities that your firm has done as Good Faith Effort in order to<br />

secure MWBE participation and submit documentation of such. Failure to designate those actions<br />

you have done as AGood Faith@ and provide documentation of all Good Faith Efforts completed by<br />

your firm may result in your proposal being determined as non-responsive. Please check the<br />

appropriate boxes that apply to your good faith activities:<br />

9 a. Advertised for participation by MWBEs in non-minority and minority publications within<br />

the Market area, including a copy of the advertisement and proof of the date(s) it<br />

appeared B or by sending correspondence, no less than ten (10) days prior to the<br />

submission deadline, to all MWBEs referred to the respondent by the MWSBE Division<br />

for the goods and services to be subcontracted and/or supplied<br />

9 b. Documented that the bidding Prime Contractor provided ample time for potential MBE<br />

and/or WBE subcontractors to respond to bid opportunities, including a chart outlining the<br />

schedule/time frame used to obtain bids from MBE and WBE Vendors as applicable to<br />

the aspirational Target.<br />

9 c. Contacted the MWSBE Division for a listing of available MWBEs who provide the<br />

services needed for the bid or proposal.<br />

9 d. Contacted MBEs and/or WBEs who provide the services needed for the bid or proposal.<br />

9 e. Documented follow-up telephone calls with potential M/WBE subcontractors seeking<br />

participation.<br />

28<br />

Page 593 of 631 Posted at 6:15 p.m. on June 10, 2013


Commercial Property Assessment Clean Energy (PACE) Administrator<br />

RFP No. BC-04-25-13-37<br />

Opening Date: April 25, 2013 at 2:00 PM<br />

9 f. Allowed potential M/WBE Subcontractors to review bid specifications, blueprints and all<br />

other Bid/RFP related items at no charge to the M/WBEs.<br />

9 g. Contacted the MWSBE Division, no less than five (5) business days prior to the Bid/RFP<br />

deadline, regarding problems the with respondent is having in achieving and/or reaching<br />

the aspirational targets.<br />

9 h. Other documentation indicating their Good Faith Efforts to meet the aspirational targets.<br />

Please provide details below.<br />

___________________________________________________________________________<br />

___________________________________________________________________________<br />

___________________________________________________________________________<br />

2. Prime contractors will negotiate in good faith with interested MWSBE=s, not rejecting a MWSBE as<br />

unqualified or unacceptable without sound business reasons based on a through investigation of their<br />

capabilities. The basis for rejecting any MWBE deemed unqualified or unacceptable by the<br />

Prime Contractor shall be included in the Good Faith Effort documentation. The Prime<br />

Contractor shall not impose unrealistic conditions of performance on MWSBE=s seeking<br />

subcontracting opportunities.<br />

3. Leon County reserves the right to request supporting documentation as evidence of good faith efforts<br />

indicated above at any time. Failure to provide supporting documentation when requested shall<br />

deem your bid/proposal as non-responsive.<br />

PARTICIPATION PLAN FORM continued on following pages.<br />

29<br />

Attachment 1<br />

Page 29 of 31<br />

Page 594 of 631 Posted at 6:15 p.m. on June 10, 2013


RFP Title: Request for Proposals for Commercial Property Assessment Clean Energy (PACE) Administrator<br />

Proposal Number: BC‐02‐XX‐13‐26<br />

Opening Date: February , 2012 at 2:00 PM<br />

RESPONDENT=S PROPOSED MWBE PARTICIPATION<br />

Respondent shall complete the following Table identifying each certified MWBE firm they intend to use on this project. Attach additional sheets as<br />

necessary.<br />

Firm=s Name<br />

(Requires Leon County or<br />

City of Tallahassee MWBE<br />

certification) 1<br />

Firm=s Location<br />

Address<br />

(Must be in Leon,<br />

Gadsden, Jefferson or<br />

Wakulla Counties, FL<br />

to be certified)<br />

Minority and Women Business Enterprise(s)<br />

a.<br />

b.<br />

c.<br />

d.<br />

e.<br />

f.<br />

Total Bid Amount $<br />

MBE and WBE Intended Utilization<br />

30<br />

Firm=s<br />

Telephone<br />

Number<br />

Ethnic<br />

Group 2<br />

(B, A, H,<br />

N, F)<br />

Total MWBE Participation $<br />

Total Dollar<br />

Amount of<br />

MWBE<br />

Participation<br />

Type of Service to Provide<br />

MBE Participation %<br />

WBE Participation %<br />

(MBE or WBE Participation $<br />

Total Bid $)<br />

1 Certification B Attach and submit a copy of each MBE and WBE certification with the proposal.<br />

2 Ethnic Group B Use following abbreviations- for MBE=s: African American (B); Asian American (A); Hispanic American (H); and Native<br />

American (N). WBEs include Non-Minority Female (F) owned firms.<br />

Attachment 1<br />

Page 30 of 31<br />

Page 595 of 631 Posted at 6:15 p.m. on June 10, 2013


RFP Title: Request for Proposals for Commercial Property Assessment Clean Energy (PACE) Administrator<br />

Proposal Number: BC‐02‐XX‐13‐26<br />

Opening Date: February , 2012 at 2:00 PM<br />

NON-MWBE SUBCONTRACTORS<br />

Respondent shall complete the following Table identifying non-MBE=s or WBE=s subcontractors it anticipates utilizing on the project.<br />

Non-MBE and WBE Intended Utilization<br />

Firm=s Name Firm=s Address Firm=s<br />

Phone #<br />

a.<br />

b.<br />

c.<br />

d.<br />

e.<br />

f.<br />

g.<br />

h.<br />

i.<br />

31<br />

Total Dollar<br />

Amount<br />

Type of Service to Provide<br />

Attachment 1<br />

Page 31 of 31<br />

Page 596 of 631 Posted at 6:15 p.m. on June 10, 2013


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #24<br />

Page 598 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #24<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Vincent S. Long, County Administrator<br />

Title: Consideration of Full Board Committee Appointments to the Board of<br />

Adjustment and Appeals, Enterprise Zone Development Authority,<br />

Planning Commission, and WORKFORCE Plus<br />

County Administrator<br />

Review and Approval:<br />

Department/Division<br />

Review:<br />

Lead Staff/<br />

Project Team:<br />

Fiscal Impact:<br />

This item has no fiscal impact to the County.<br />

Staff Recommendation:<br />

Vincent S. Long, County Administrator<br />

Alan Rosenzweig, Deputy County Administrator<br />

Christine Coble, Agenda Coordinator<br />

Option #1: Reappoint Ryan Wetherell to the Board of Adjustment and Appeals.<br />

Option #2: Reappoint Michael Wood to the Enterprise Zone Development Authority.<br />

Option #3: Confirm Mayor Marks’ reappointment of Keith Bowers to the Enterprise Zone<br />

Development Authority.<br />

Option #4: Adopt the Resolution of Board of County Commissioners of Leon County,<br />

Florida, setting forth the reappointment of Mike Wood and Keith Bowers to the<br />

Enterprise Zone Development Agency, and authorize the Chairman to execute<br />

Option #5: Reappoint Stewart Proctor to the Planning Commission.<br />

Option #6: Reappoint Martin Shipman to Workforce plus.<br />

Page 599 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Consideration of Full Board Committee Appointments to the Board of Adjustment and<br />

Appeals, Enterprise Zone Development Authority, Planning Commission, and<br />

WORKFORCE PLUS<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

At its August 23, 2011 meeting, the Board approved the revised process for Advisory Committee<br />

appointments by having a General Business item prepared for full Board appointments.<br />

Analysis:<br />

Board of Adjustment and Appeals (BOAA)<br />

The BOAA is currently composed of nine members: the Board of County Commissioners<br />

appoints three members and an alternate; the Tallahassee City Commission appoints three<br />

members and an alternate; and, the City Commission and Board of County Commissioners<br />

appoint one member on a rotating basis. Terms are three years, expiring on June 30, and,<br />

pursuant to the BOAA bylaws, are limited to two consecutive terms. Appointees must be a<br />

resident of Leon County, an owner of real property, and a taxpayer (Attachment #1). The BOAA<br />

is responsible for determining appeals of code-related (LDRs) interpretations and granting<br />

variances to the provisions of the LDRs based on documented hardship.<br />

Ryan Wetherell’s term expires June 30, 2013, and he is eligible for one reappointment, expiring<br />

in June 2016. Mr. Wetherell’s has stated he is interested in reappointment and is considered a<br />

member in good standing and currently serving as Vice-Chairperson of the BOAA (Attachment<br />

#2).<br />

Enterprise Zone Development Authority (EZDA)<br />

The EZDA has 11 members, serving four-year terms, expiring on July 31, with the full Board<br />

having eight appointments, by designated positions/categories. The primary responsibilities of<br />

the EZDA are to assist in the development and oversight of the Enterprise Zone strategic plan;<br />

and, to identify and recommend ways to remove regulatory barriers placed on businesses to the<br />

County and City Commissions (Attachment # 3).<br />

The terms of Major Mike Wood, representing local law enforcement, and Keith Bowers, a<br />

designee of the Mayor of Tallahassee, expire July 31, 2013. A letter of recommendation for<br />

Major Wood was submitted from Sue Dick, President, Economic Development Council of<br />

Tallahassee/Leon County, Inc. (Attachment #4). Mayor John Marks provided a letter<br />

reappointing Keith Bowers as his representative on the EZDA (Attachment #5). The Leon<br />

County Code of Laws requires that the members of the EZDA be appointed/reappointed by the<br />

Board by resolution (Attachment #6).<br />

Planning Commission<br />

Members serve three-year terms, expiring June 30, with the full Board having three<br />

appointments; the Tallahassee City Commission having three appointments; and the Leon<br />

County School Board having one appointment (Attachment #7). The Commission acts as an<br />

advisory committee to the City and County Commissions, other governmental agencies within<br />

the metropolitan area, individuals, and private agencies seeking its advice and assistance in<br />

comprehensive planning and development of the Leon County/Tallahassee area.<br />

The term of Stewart Proctor expires June 30, 2013. Mr. Proctor is interested in reappointment<br />

and, according to the Planning Department, he is an engaged, conscientious, and valuable<br />

participant in the Planning Commission’s work (Attachment #8).<br />

Page 600 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: Consideration of Full Board Committee Appointments to the Board of Adjustment and<br />

Appeals, Enterprise Zone Development Authority, Planning Commission, and<br />

WORKFORCE PLUS<br />

June 18, 2013<br />

Page 3<br />

WORKFORCE plus<br />

Members serve three-year terms, expiring June 30, with the full Board having eight private sector<br />

appointments (Attachment #9). The purpose of Workforce Plus is to provide for enhanced<br />

coordination, cooperation, collaboration, and outcomes, in providing youth and adults with<br />

opportunities to develop and continuously upgrade their knowledge and skills in order to advance<br />

economically and socially throughout their lifetime, and in providing employers with the skilled<br />

workforce necessary to be competitive in local, state, national, and/or international markets.<br />

The term of Martin Shipman expires June 30, 2013. Mr. Shipman is interested in reappointment and<br />

is eligible to serve one three-year term. Staff received a letter in support of Mr. Shipman’s<br />

reappointment from Mr. James McShane, Chief Executive Officer for WORKFORCE plus<br />

(Attachment #10)<br />

Options:<br />

1. Reappoint Ryan Wetherell to the Board of Adjustment and Appeals.<br />

2. Reappoint Michael Wood to the Enterprise Zone Development Authority.<br />

3. Confirm Mayor Marks’ reappointment of Keith Bowers to the Enterprise Zone Development<br />

Authority.<br />

4. Adopt the Resolution of Board of County Commissioners of Leon County, Florida, setting<br />

forth the reappointment of Mike Wood and Keith Bowers to the Enterprise Zone<br />

Development Agency, and authorize the Chairman to execute<br />

5. Reappoint Stewart Proctor to the Planning Commission.<br />

6. Reappoint Martin Shipman to Workforce plus.<br />

7. Board direction.<br />

Recommendation:<br />

Options #1, #2, #3, #4, #5, and #6.<br />

Attachments:<br />

1. Eligibility and Criteria – Board of Adjustment and Appeals<br />

2. Email from Mechelle Cook regarding Ryan Wetherell<br />

3. Eligibility and Criteria – Enterprise Zone Development Authority<br />

4. Email from EDC regarding Michael Wood<br />

5. Letter from Mayor Marks reappointing Keith Bowers<br />

6. EZDA Resolution<br />

7. Eligibility and Criteria – Planning Commission<br />

8. Email from Russell Snyder regarding Stewart Proctor<br />

9. Eligibility and Criteria – WORKFORCE plus<br />

10. Letter from WORKFORCE plus regarding Martin Shipman<br />

Page 601 of 631 Posted at 6:15 p.m. on June 10, 2013


Adjustment and Appeals Board<br />

Responsibility:<br />

Responsible for determining appeals of code-related (LDRs) interpretations and granting variances to<br />

the provisions of the LDRs based on documented hardship. Board must keep minutes of its proceedings<br />

showing the vote of each member ... and shall keep record of its examinations and other official actions<br />

which shall be immediately filed in the office of the Board of Adjustment & Appeals.<br />

County DSEM responsibilities include application intake, preparation of recommendations for BCC<br />

review and action, developing and distribution BOAA agendas and notifying the public and interested<br />

parties of BOAA meetings (Revised by BCC action on March 19, 1996).<br />

Members file Financial Disclosure Form #1 with Supervisor of Elections.<br />

Created By:<br />

County Ordinance 76-8; Code of Laws Appendix D<br />

Appointments:<br />

9 members:<br />

3 - BCC plus an alternate<br />

3 - City plus an alternate<br />

1 appointed alternately by BCC and City - Alternate appointed by BCC in 2003; City appointment 6/2006<br />

Terms:<br />

3 year terms extending from July 1. Terms expire June 30.<br />

Members shall not serve more than two (2) full consecutive terms on the Board, whether appointed by<br />

the City Commission or the County Commission.<br />

Eligibility Criteria:<br />

Eligibility Requirement: Must be a resident of Leon County, an owner of real property, and a taxpayer.<br />

Members file Financial Disclosure Form #1 with Supervisor of Elections.<br />

Schedule:<br />

2nd Thursday of each month @ 1:00 p.m.<br />

Renaissance Center<br />

435 N. Macomb Street<br />

Tallahassee, FL 32301<br />

Type of Report:<br />

No formal report required.<br />

Attachment #1<br />

Page 1 of 4<br />

Page 602 of 631 Posted at 6:15 p.m. on June 10, 2013


Contact Person/Staff:<br />

County: Ryan Culpepper<br />

Development Services Director<br />

435 N. Macomb Street<br />

Tallahassee FL 32301<br />

850-606-1300<br />

email: culpepperr@leoncountyfl.gov<br />

Mechelle Cook, Secretary to the Board<br />

850-606-1300<br />

email: cookme@leoncountyfl.gov<br />

City: Greg Harden<br />

Growth Management Dept.<br />

435 N. Macomb Street, Tallahassee, FL 32301<br />

850-891-7100<br />

email:greg.harden@talgov.com<br />

Attorney:<br />

Harold Knowles (Secretary-Angela)<br />

3065 Highland Oaks Terrace<br />

Tallahassee, FL 32301<br />

850-222-3768<br />

Members:<br />

Lawrence, John<br />

Chamizo, Jorge<br />

Barreto,Cunningham,<br />

May, Dudley &<br />

Maloy<br />

Begin Term:<br />

10/24/2011<br />

End Term:<br />

10/24/2012<br />

Type: one year<br />

Begin Term:<br />

8/1/2010<br />

End Term: 6/30/2013<br />

Type: three years<br />

Original Date:<br />

10/24/2011<br />

Appointed by:<br />

Tallahassee City<br />

Commission<br />

Original Date:<br />

8/1/2004<br />

Appointed by:<br />

Tallahassee City<br />

Commission<br />

Notes:<br />

Attachment #1<br />

Page 2 of 4<br />

Email: jorge@flapartners.com<br />

Page 603 of 631 Posted at 6:15 p.m. on June 10, 2013


DeMello, Beverlee<br />

Wetherell, Ryan<br />

Kimley-Horn &<br />

Associates, Inc.<br />

Joyner, Christie<br />

Swanson, Seth D.<br />

Trotman, Bradley C<br />

Killearn Homes<br />

Association<br />

Bostwick, Bobby<br />

(Jay)<br />

Sperry & Associates<br />

Begin Term:<br />

7/1/2010<br />

End Term: 6/30/2013<br />

Type: three years<br />

Begin Term:<br />

4/13/2010<br />

End Term: 6/30/2013<br />

Type: three years<br />

Begin Term:<br />

1/1/2009<br />

End Term: 6/30/2014<br />

Type: three years<br />

Begin Term:<br />

6/14/2011<br />

End Term: 6/30/2014<br />

Type: three years<br />

Begin Term:<br />

6/14/2011<br />

End Term: 6/30/2014<br />

Type: three years<br />

Begin Term:<br />

6/9/2009<br />

End Term: 6/30/2015<br />

Type: three years<br />

Original Date:<br />

1/1/2005<br />

Appointed by:<br />

Tallahassee City<br />

Commission<br />

Original Date:<br />

4/13/2010<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Original Date:<br />

1/1/2009<br />

Appointed by:<br />

Tallahassee City<br />

Commission<br />

Original Date:<br />

6/14/2011<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Original Date:<br />

6/14/2011<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Original Date:<br />

6/9/2009<br />

Appointed by:<br />

Tallahassee City<br />

Commission<br />

Email: bdemello@psc.state.fl.us<br />

Email: Ryan.Wetherell@kimleyhorn.com<br />

Full member a/o July 13, 2010<br />

Email: cjoyner@firstam.com<br />

Alternate member<br />

Email:<br />

sethswanson77@hotmail.com<br />

Email: Brad@killearn.org<br />

Attachment #1<br />

Page 3 of 4<br />

Email:<br />

JBostwick@sperryconstruction.com<br />

Alternating City/County member<br />

Page 604 of 631 Posted at 6:15 p.m. on June 10, 2013


Yarbrough, J.<br />

Cameron<br />

Begin Term:<br />

3/19/2009<br />

End Term: 6/30/2015<br />

Type: three years<br />

Original Date:<br />

3/19/2009<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Attachment #1<br />

Page 4 of 4<br />

Email: Cameron@tsamoutales.com<br />

Page 605 of 631 Posted at 6:15 p.m. on June 10, 2013


From: Mechelle Cook<br />

To: Coble, Christine<br />

Date: 5/31/13 10:59 AM<br />

Subject: Fwd: Re: BOAA Re-appointment<br />

Good morning Christine,<br />

Mr. Wetherell sent a confirmation that he would like to be reappointed to the BOAA. He is a member in<br />

good standing and is currently serving as Vice Chairman on the committee. Thank you.<br />

>>> 05/31/2013 10:25 AM >>><br />

I am good with a reappointment.<br />

Thanks,<br />

Ryan Wetherell<br />

(850) 339-4325<br />

Sent from my wireless handheld device.<br />

Attachment #2<br />

Page 1 of 1<br />

Page 606 of 631 Posted at 6:15 p.m. on June 10, 2013


Enterprise Zone Development Agency (EZDA) Board of<br />

Commissioners<br />

Responsibility:<br />

- Review, process and certify applications for state enterprise zone tax incentives<br />

- Provide assistance to businesses and residents within the EZ<br />

- Promote the development of the EZ<br />

- Make and execute contracts and other instruments necessary to the exercise of the County's powers as<br />

an EZ governing body<br />

- Assist in the development and oversight of the EZ strategic plan and identifying and recommending<br />

ways to remove regulatory barriers placed on businesses to the County and City Commissions<br />

- Oversee and monitor the implementation of the strategic plan for the Enterprise Zone<br />

- Identify to the City and County Commissions the financial needs of, and local resources or assistance<br />

available to, eligible businesses within the EZ<br />

Created By:<br />

Leon County Code of Laws Chapter 2, Art. III, Div. 4; Selection Criteria for EZDA members:<br />

BCC Ordinance - June 11, 2002<br />

BCC Resolution - July 30, 2002<br />

Appointments:<br />

11 - appointed by the BCC<br />

One representative from each of the following:<br />

1. Chamber of Commerce<br />

2. A local financial or insurance entity<br />

3. A business operating within the proposed EZ area<br />

4. A resident residing within the proposed EZ area<br />

5. Non-profit, community-based organization operating within the proposed EZ area<br />

6. Local Workforce Development Board<br />

7. Local Code Enforcement Board<br />

8. Local Law Enforcement<br />

9. Chairperson of the Board of County Commissioners or Commissioner designee<br />

10. Vice-chairperson of the Board of County Commissioners or Commissioner designee<br />

11. Mayor of the City of Tallahassee or designee<br />

Terms:<br />

Initial Terms were staggered for specific members.<br />

Subsequent terms are 4 years.<br />

No member appointed by the County shall serve more than three consecutive terms.<br />

Attachment #3<br />

Page 1 of 4<br />

Page 607 of 631 Posted at 6:15 p.m. on June 10, 2013


Chamber of Commerce - 4 yrs<br />

Local finance or insurance entity - 4 yrs<br />

Business operating w/in EZ - 4 yrs<br />

Resident residing w/in EZ - 4 yrs<br />

Non-profit, community-based organization operating w/in EZ - 4 yrs<br />

Local Workforce Development Board - 4 yrs<br />

Local Code Enforcement Board - (1 yr) 4 yrs<br />

Local Law Enforcement - (3 yrs) 4 yrs<br />

BCC Chairperson or designee - (3 yrs) 4 yrs<br />

BCC Vice-Chair or designee - (2 yrs) 4 yrs<br />

Mayor, City of Tallahassee or designee (2 yrs) 4 yrs<br />

Eligibility Criteria:<br />

[Refer to Positions]<br />

Schedule:<br />

Meet at such times and places as the Chair deems appropriate<br />

All meetings will be open to the public, upon due notice published in a newspaper of general circulation,<br />

and minutes of meetings prepared and filed with the County Clerk and City Clerk<br />

Type of Report:<br />

Quarterly reports to the BCC and the City Commission, evaluating the progress in implementing the<br />

strategic plan for the Enterprise Zone<br />

File annually with City and County Commissions, on or before March 31 of each year, a report of the<br />

Agency's activities for the preceding fiscal year which will include a complete financial statement<br />

Annually prepare and submit a comprehensive report to the State Office of Tourism, Trade and<br />

Economic Development (OTTED) that discloses the accomplishments in Leon County<br />

Contact Person/Staff:<br />

Sue Dick, Executive Director<br />

Greater Tallahassee Chamber of Commerce<br />

115 N. Calhoun Street<br />

Tallahassee 32301<br />

224-8116<br />

sdick@talchamber.com<br />

Julie Lovelace, Interim EZDA Administrator<br />

521-3106<br />

edcadmin@taledc.com<br />

Attachment #3<br />

Page 2 of 4<br />

Page 608 of 631 Posted at 6:15 p.m. on June 10, 2013


Members:<br />

Bowers, Keith<br />

Small Business<br />

Development Center<br />

Wood, Michael<br />

Schreiber, Joe<br />

Rivers, Kim<br />

Davis, Regina<br />

Frenchtown CDC<br />

Begin Term:<br />

12/9/2008<br />

End Term: 7/30/2012<br />

Type: four years<br />

Begin Term:<br />

1/24/2012<br />

End Term: 7/31/2013<br />

Type: unexpired term<br />

Begin Term:<br />

9/14/2010<br />

End Term: 7/31/2014<br />

Type: four years<br />

Begin Term:<br />

9/14/2010<br />

End Term: 7/31/2014<br />

Type: four years<br />

Begin Term:<br />

7/13/2010<br />

End Term: 7/31/2014<br />

Type: four years<br />

Original Date:<br />

12/9/2008<br />

Appointed by:<br />

Tallahassee Mayor<br />

John Marks<br />

Original Date:<br />

1/24/2012<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Original Date:<br />

9/14/2010<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Original Date:<br />

9/14/2010<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Original Date:<br />

7/11/2006<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Attachment #3<br />

Page 3 of 4<br />

Category: Alternate designee of<br />

FAMU President<br />

Email: keith.bowers@famu.edu<br />

Category: Law Enforcement<br />

Email: woodm@leoncountyfl.gov<br />

Category: Resident residing in EZ<br />

area<br />

Email:<br />

jschreiber@mcconnaughhay.com<br />

Category: Business Operating<br />

within EZ area<br />

Email: kim@emaila2z.com<br />

Category: Non-profit communitybased<br />

organization in EZ area<br />

Email: frenchtowncdc@aol.com<br />

Page 609 of 631 Posted at 6:15 p.m. on June 10, 2013


Smith, Emma<br />

Growth &<br />

Environmental<br />

Management<br />

Maddox, Nick<br />

Board of County<br />

Commissioners<br />

Vincent, David<br />

Lindley, Mary Ann<br />

Brown, Sherwood<br />

First Commerce<br />

Credit Union<br />

McShane, Jim<br />

Workforce Plus<br />

Begin Term:<br />

6/14/2011<br />

End Term: 7/31/2015<br />

Type: four years<br />

Begin Term:<br />

6/14/2011<br />

End Term: 7/31/2015<br />

Type: four years<br />

Begin Term:<br />

6/14/2011<br />

End Term: 7/31/2015<br />

Type: four years<br />

Begin Term:<br />

12/11/2012<br />

End Term:<br />

12/31/2016<br />

Type: four years<br />

Begin Term: 4/9/2013<br />

End Term: 7/30/2017<br />

Type: four years<br />

Begin Term:<br />

4/23/2013<br />

End Term: 7/31/2017<br />

Type: four years<br />

Original Date:<br />

7/23/2002<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Original Date:<br />

6/14/2011<br />

Appointed by:<br />

Chairman, BOCC<br />

Original Date:<br />

9/14/2010<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Original Date:<br />

12/11/2012<br />

Appointed by:<br />

Vice-Chair - BOCC<br />

Original Date:<br />

4/9/2013<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Original Date:<br />

4/23/2013<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Category: Leon County Code<br />

Enforcement Board<br />

Email: Smithe@leoncountyfl.gov<br />

Category: Serves as Chairman<br />

Email:<br />

maddoxn@leoncountyfl.gov<br />

Category: Chamber<br />

Representative<br />

Email: dvincent@jraarchitects.com<br />

Attachment #3<br />

Page 4 of 4<br />

Category – Serves as EZDA Vice-<br />

Chair<br />

Email:<br />

lindleym@leoncountyfl.gov<br />

Category: Representative from a<br />

local finance or insurance entity<br />

Email:<br />

slbrown@firstcommercecu.org<br />

Category: Workforce Plus:<br />

Email: jim.mcshne@wfplus.org<br />

Page 610 of 631 Posted at 6:15 p.m. on June 10, 2013


January 6, 2012<br />

To Whom It May Concern:<br />

Attachment #4<br />

Page 1 of 1<br />

The Tallahassee/Leon County Enterprise Zone Development Agency bylaws, policies and procedures<br />

mandates that the members of the EZDA shall be appointed by Resolution of the County Commission<br />

and shall consist of eleven {11) members; one of the members consisting of a representative from a<br />

local law enforcement agency to serve an initial term of three years {subsequent term: four years).<br />

This letter is to serve as my formal recommendation for Major Mike Wood to serve on the<br />

Tallahassee/Leon County Enterprise Zone Development Agency as a local law enforcement agency<br />

representative.<br />

Major Wood is a lifelong resident of Tallahassee, and has been employed with the Leon County Sheriff's<br />

department for 29 years. Major Wood is a graduate of Rickard's high school and a father of t wo<br />

children.<br />

His lifelong residency and his insight at having been with the Sheriff's office for twenty-nine years<br />

provides him w ith the knowledge and background that the board is seeking. For these reasons, I highly<br />

recommend Major Wood as a candidate to serve on the Tallahassee/Leon County Enterprise Zone<br />

Development Agency Board of Commissioners.<br />

If you have any questions regarding Major Wood or this recommendation, please contact me at (850)<br />

521-3114.<br />

Beth Kirkland, CEcD<br />

Executive Director<br />

Economic Development Council of Tallahassee/Leon County, Inc.<br />

PO Box 1639<br />

115 N. Calhoun Street<br />

Tallahassee, FL 32302<br />

Direct: {850) 521-3114<br />

Cell: (850) 212-1056<br />

bkirkland@taledc.com<br />

www.taledc.com<br />

P.O. Box 1619 • I!S N. Cafh,mn Sr. • Tallahassee, FL 32302 • Phone· (il50) 224-8116 • F;n:: (850) 42S-1056 • \\'ww.TaiED '.com<br />

Page 611 of 631 Posted at 6:15 p.m. on June 10, 2013


June 3, 2013<br />

Ms. Christine Coble<br />

Leon County Board of County Commissioners<br />

301 S. Monroe<br />

Tallahassee, FL 32301<br />

RE: Enterprise Zone Development Agency<br />

Dear Ms. Coble:<br />

For the duration of the term beginning July 2012, please reappoint Keith Bowers<br />

as my representative on the Enterprise Zone Development Agency. We are<br />

confident that he will continue to serve the agency well.<br />

Sincerely,<br />

Mayor John Marks<br />

Cc: Julie Lovelace, Economic Development Council<br />

Attachment #5<br />

Page 1 of 1<br />

Page 612 of 631 Posted at 6:15 p.m. on June 10, 2013


RESOLUTION: 13 -___<br />

RESOLUTION <strong>OF</strong> <strong>BOARD</strong> <strong>OF</strong> <strong>COUNTY</strong> <strong>COMMISSIONERS</strong> <strong>OF</strong> <strong>LEON</strong> <strong>COUNTY</strong>,<br />

<strong>FLORIDA</strong>, SETTING FORTH REAPPOINTMENTS <strong>OF</strong> MEMBERS TO THE<br />

ENTERPRISE ZONE DEVELOPMENT AGENCY (EZDA<br />

WHEREAS, Section 2-92 of Chapter2, Article III, Division 4 of the Code of Laws of<br />

Leon County requires that the members of the Enterprise Zone Development Agency<br />

(the EZDA) be appointed by the Board of County Commissioners (the Board) by resolution; and,<br />

WHEREAS, there currently is a need for the reappointment of members to the EZDA.<br />

NOW THEREFORE, BE IT RESOLVED, by the Leon County Board of County<br />

Commissioners as follows:<br />

Section 1. That the Leon County Board of County Commissioners hereby ratifies<br />

and confirms the reappointments of the following persons as current members of the<br />

Leon County Research and Development Authority for the terms set forth herein below:<br />

Name Type Begin Term End Term<br />

Mike Wood Reappointment – Four Years August 1, 2013 July 31, 2017<br />

Keith Bowers Reappointment – Four Years August 1, 2013 July 31, 2017<br />

Proposed, presented, and passed this 18 th day of June, 2013.<br />

ATTEST:<br />

BOB INZER, CLERK <strong>OF</strong> THE CIRCUIT COURT<br />

By: _______________________________<br />

APPROVED AS TO FORM:<br />

<strong>OF</strong>FICE <strong>OF</strong> THE <strong>COUNTY</strong> ATTORNEY<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

By: _______________________________<br />

Herbert W.A. Thiele, Esq.<br />

County Attorney<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

Attachment #6<br />

Page 1 of 1<br />

By: ______________________________________<br />

Nicholas Maddox, Chairman<br />

Board of County Commissioners<br />

Page 613 of 631 Posted at 6:15 p.m. on June 10, 2013


Planning Commission<br />

Responsibility:<br />

Acts as an advisory committee to the City and County Commissions, other governmental agencies within<br />

the metropolitan area, individuals, and private agencies seeking its advice and assistance in<br />

comprehensive planning and development of the Tallahassee area.<br />

Created By:<br />

Interlocal Agreement:<br />

Cooperative Agreement for Areawide Planning of the Tallahassee Metropolitan Area - 9/26/1967<br />

Bylaws amended 11/18/1997<br />

Appointments:<br />

7 members:<br />

3 – Board of County Commissioners<br />

3 – City of Tallahassee<br />

1 – nominated by School Board<br />

A chairman and vice chairman are elected for a one-year term in September.<br />

Terms:<br />

3-year terms, extending from July 1. Number of terms allowed not specified. Vacancies filled for<br />

remainder of unexpired term.<br />

Eligibility Criteria:<br />

Must be residents of Leon County, but shall not be appointed from the membership of any planning/ and<br />

or zoning board operating within the exclusive jurisdiction of each government unit.<br />

Schedule:<br />

Planning Commission Meetings: - 6 pm, first Tuesday of each month. 8:30 am, Wednesday which is 8<br />

days after the first meeting of each month.<br />

Contact Person/Staff:<br />

Department of PLACE*<br />

*Planning, Land Management & Community Enhancement<br />

Russell Snyder, Land Use Administrator<br />

Tallahassee-Leon County Planning Department<br />

891-6400; email: russell.snyder@talgov.com<br />

Beth Perrine, Administrative Assistant:<br />

891-6400; email: Beth.Perrine@talgov.com<br />

Atty: Chris H. Bentley, P.A.<br />

2548 Blairstone Pines Drive<br />

Tallahassee, Florida 32301<br />

877-6555 (W); chb@rsbattorneys.com<br />

City Contact:<br />

Melissa Hinton, Exec. Secretary to Treasure/Clerk<br />

City Hall; 891-8131<br />

County Contact:<br />

Christine Coble, Agenda Coordinator; 606-5300; Email: coblec@leoncountyfl.gov<br />

Attachment #7<br />

Page 1 of 3<br />

Page 614 of 631 Posted at 6:15 p.m. on June 10, 2013


MEMBERS<br />

Proctor, Stewart<br />

Structure<br />

Commercial Real<br />

Estate<br />

Henderson, J.<br />

Scott<br />

Henderson<br />

Planning Group<br />

Madden, Patrick<br />

Edmond, Timothy .<br />

The Edmond<br />

Group, LLC<br />

Begin Term:<br />

4/10/2012<br />

End Term:<br />

6/30/2013<br />

Type: unexpired<br />

term<br />

Begin Term:<br />

7/1/2011<br />

End Term:<br />

6/30/2014<br />

Type: three years<br />

Begin Term:<br />

6/14/2011<br />

End Term:<br />

6/30/2014<br />

Type: three years<br />

Begin Term:<br />

2/14/2012<br />

End Term:<br />

6/30/2014<br />

Type: unexpired<br />

term<br />

Original Date:<br />

4/10/2012<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Original Date:<br />

7/1/2011<br />

Appointed by:<br />

Tallahassee City<br />

Commission<br />

Original Date:<br />

5/25/2011<br />

Appointed by: Leon<br />

County School<br />

Board<br />

Original Date:<br />

2/14/2012<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Email: stewart@structureiq.net<br />

Email:<br />

shenderson@hendersonplanninggroup.com<br />

Email: pmadden@jacksonville.nef.com<br />

Email:edmondgroup.tde@gmail.com<br />

Attachment #7<br />

Page 2 of 3<br />

Page 615 of 631 Posted at 6:15 p.m. on June 10, 2013


Walker, Barbara<br />

Dantin, Keith<br />

Jones, Darryl<br />

Eugene<br />

Bethel CDC<br />

Begin Term:<br />

7/1/2012<br />

End Term:<br />

6/30/2015<br />

Type: three years<br />

Begin Term:<br />

8/1/2012<br />

End Term:<br />

6/30/2015<br />

Type: three years<br />

Begin Term:<br />

7/14/2012<br />

End Term:<br />

6/30/2015<br />

Type: three years<br />

Original Date:<br />

7/1/2012<br />

Appointed by:<br />

Tallahassee City<br />

Commission<br />

Original Date:<br />

7/1/2004<br />

Appointed by:<br />

Tallahassee City<br />

Commission<br />

Original Date:<br />

7/14/2009<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Email: kdantin@comcast.net<br />

Notes: Planning Commission<br />

Representative<br />

Email: dajones32301@yahoo.com<br />

Attachment #7<br />

Page 3 of 3<br />

Page 616 of 631 Posted at 6:15 p.m. on June 10, 2013


From: "Snyder, Russell" <br />

To: "Coble, Christine" "Perrine, Beth" <br />

Date: 5/30/13 4:16 PM<br />

Subject: Stewart Proctor<br />

Christine,<br />

In regards to the reappointment of Stewart Proctor to the Planning Commission, Mr. Proctor has been<br />

an engaged, conscientious and valuable participant in the commission's work, in my opinion.<br />

Russell Snyder, J.D., M.C.P.<br />

Land Use Planning Division Administrator<br />

Tallahassee - Leon County Planning Department<br />

300 S. Adams St., Tallahassee, FL 32301<br />

850-891-6400<br />

russell.snyder@talgov.com<br />

http://www.talgov.com/Main/Home.aspx<br />

http://cms.leoncountyfl.gov/<br />

People Focused, Performance Driven<br />

Attachment #8<br />

Page 1 of 1<br />

Page 617 of 631 Posted at 6:15 p.m. on June 10, 2013


Workforce Plus<br />

Responsibility:<br />

The purpose of Workforce Plus is to provide for enhanced coordination, cooperation, collaboration, and<br />

outcomes, by and between several entities, both public and private, which are involved at the local level<br />

in providing youth and adults with opportunities to develop and continuously upgrade their knowledge<br />

and skills in order to advance economically and socially throughout their lifetime, and in providing<br />

employers with the skilled workforce necessary to be competitive in local, state, national, and/or<br />

international markets.<br />

- Develop the region's strategic workforce development plan;<br />

- Solicit the input and participation of the local business community in the provision of services for the<br />

residents of the region;<br />

- Provide policy guidance and procedures for programs established by Workforce Plus<br />

- Provide oversight and monitoring activities.<br />

Created By:<br />

Federal Public Law 105-220 (Workforce Investment Act of 1998 - Title I)<br />

Section 117, of the WIA and the State of Florida Workforce Innovation Act of 2000<br />

Interlocal Agreement between Leon, Wakulla, and Gadsden County Commissions (Region 5)<br />

Appointments:<br />

8 - appointed by BCC - private sector representatives<br />

A majority of Workforce Plus shall be representative of the private sector, who shall be owners of<br />

business concerns, executives, or chief operating officers of non-governmental employers, or other<br />

private sector executives who have substantial management or policy responsibility.<br />

New appointments to Workforce Plus are required to be nominated through recommendation of the<br />

Tallahassee-Leon County Chamber of Commerce and Economic Development Council (EDC).<br />

Terms:<br />

Initial terms are 2 and 3 years. All terms thereafter are 3-year terms.<br />

Terms expire June 30. Vacancies are filled for the remainder of an unexpired term.<br />

New appointments to Workforce Plus are required to be nominated through recommendation of the<br />

Tallahassee-Leon County Chamber of Commerce and Economic Development Council (EDC).<br />

Schedule:<br />

Meets quarterly. Meeting dates and times posted on the Workforce Plus website: www.wfplus.org.<br />

Contact Person/Staff:<br />

Jim McShane, Executive Director<br />

325 John Knox Road, Bldg. B100<br />

Tallahassee, Florida 32303<br />

617-4601<br />

email: richard.williams@wfplus.org<br />

Matt Salera, CFO<br />

617-4606<br />

email: matt.salera@wfplus.org<br />

Attachment #9<br />

Page 1 of 3<br />

Page 618 of 631 Posted at 6:15 p.m. on June 10, 2013


Members:<br />

Shipman, Martin<br />

Seamons, Fred<br />

MGT America<br />

Meenan, Tim<br />

Blank, Meenan and<br />

Rigsby, PA<br />

Banks, George C.<br />

Summit East<br />

Management<br />

Harvey, Lee<br />

Begin Term:<br />

7/13/2010<br />

End Term: 6/30/2013<br />

Type: three years<br />

Begin Term:<br />

6/14/2011<br />

End Term: 6/30/2014<br />

Type: three years<br />

Begin Term:<br />

6/14/2011<br />

End Term: 6/30/2014<br />

Type: three years<br />

Begin Term:<br />

6/14/2011<br />

End Term: 6/30/2014<br />

Type: three years<br />

Begin Term:<br />

6/14/2011<br />

End Term: 6/30/2014<br />

Type: three years<br />

Original Date:<br />

5/22/2007<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Original Date:<br />

7/27/1999<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Original Date:<br />

7/30/2002<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Original Date:<br />

9/22/2009<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Original Date:<br />

9/20/2005<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Email:<br />

martin.shipman@tlhoc.com<br />

MGT America<br />

email: fred@mgtamer.com<br />

Blank & Meenan<br />

tim@blanklaw.com<br />

Attachment #9<br />

Page 2 of 3<br />

STRUCTURE Commercial Real<br />

Estate<br />

Email:<br />

george.banks@summiteast.com<br />

Lee Harvey Insurance Company<br />

Email:<br />

lharvey2110c@embarqmail.com<br />

Page 619 of 631 Posted at 6:15 p.m. on June 10, 2013


Mason, Katherine<br />

Edwards, Barbara<br />

Begin Term:<br />

3/12/2013<br />

End Term: 6/30/2016<br />

Type: three years<br />

Begin Term:<br />

3/12/2013<br />

End Term: 6/30/2016<br />

Type: three years<br />

Original Date:<br />

3/12/2013<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Original Date:<br />

3/12/2013<br />

Appointed by:<br />

Board of County<br />

Commissioners<br />

Tallahassee Memorial<br />

Healthcare<br />

Notes: Comcast/Xfinity<br />

Attachment #9<br />

Page 3 of 3<br />

Page 620 of 631 Posted at 6:15 p.m. on June 10, 2013


WQRKF,QRCE Your Employment Solution<br />

p1US<br />

May 30,2013<br />

Chair Nick Maddox<br />

Leon County Board of County Commissioners<br />

301 South Monroe Street, 5th Floor<br />

Tallahassee, Florida 32301<br />

Dear Chair Maddox:<br />

WORKFORCE plus is pleased to support the reappointment of the following board<br />

members for an additional two year term to begin July 1, 2013:<br />

Martin Shipman<br />

Mr. Shipman is in good standing and are an integral part of the success of<br />

WORKFORCE plus.<br />

Should you have any questions, please do not hesitate to contact me at (850) 61 7-4601.<br />

&!:'52-<br />

James H. McShane, III<br />

Chief Executive Officer<br />

WORKFORCE plus<br />

JHM:dg<br />

CC: Christine Coble<br />

Attachment #10<br />

Page 1 of 1<br />

Officers<br />

Barbara C. Edwards, Chairwoman<br />

R. Martin Shipman, Vice-Chair<br />

Leanders "Lee" Harvey, Secretary<br />

G. Patrick Hutto, Treasurer<br />

Timothy J. Meenan, Past Chairman<br />

Administrative Office<br />

325 John Knox Road, Bldg. B I 00<br />

Tallahassee, FL 32303<br />

(850) 414-6085<br />

(888) WFP JOB I<br />

Fax (850) 410-2595<br />

www.wfplus.org<br />

Center for Business<br />

and Employer Services<br />

2525 s. Monroe Street. 3A<br />

Tallahassee, FL 32301<br />

(850) 413-0315<br />

Executive Center<br />

325 john Knox Road, Bldg. B I 00<br />

Tallahassee, FL 32303<br />

(850) 414 6085<br />

Gadsden County<br />

I 140 W. Clark St.<br />

Quincy, FL 32351<br />

(850) 875-4040<br />

Leon County<br />

2525 S. Monroe Street, 3-A<br />

Tallahassee, FL 3230 I<br />

(850) 922-0023<br />

Wakulla County<br />

3278 Crawfordville Hwy., Unit G<br />

Crawfordville, FL 32327<br />

(850) 926-0980<br />

Page 621 of 631 Posted at 6:15 p.m. on June 10, 2013<br />

Programs funded through WORKFORCE plus are equal opportunity programs with auxiliary aids and services available<br />

upon request to individuals with disabilities. Florida Relay Service 1-800-955-8770 (Voice) or 1-800-955-8771 ('ITY / VCO)<br />

MEMBER


Leon County<br />

Board of County Commissioners<br />

Notes for Agenda Item #25<br />

Page 622 of 631 Posted at 6:15 p.m. on June 10, 2013


To:<br />

Leon County<br />

Board of County Commissioners<br />

Cover Sheet for Agenda #25<br />

June 18, 2013<br />

Honorable Chairman and Members of the Board<br />

From: Herbert W.A. Thiele, County Attorney<br />

Title: First and Only Public Hearing on a Proposed Ordinance Repealing<br />

Chapter 18, Article IV, Division 1 and Amending Division 3 of the Leon<br />

County Code of Laws, relating to Stormwater Management<br />

County Attorney<br />

Review and Approval:<br />

Department/<br />

Division Review:<br />

Lead Staff/<br />

Project Team:<br />

Herbert W.A. Thiele, County Attorney<br />

N/A<br />

Fiscal Impact:<br />

This item has no fiscal impact.<br />

Patrick T. Kinni, Deputy County Attorney<br />

Staff Recommendation:<br />

Option #1: Conduct first and only public hearing and adopt the Ordinance repealing<br />

Chapter 18, Article IV, Division 1 and Amending Division 3 of the Leon County<br />

Code of Laws, relating to Stormwater Management.<br />

Page 623 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: First and Only Public Hearing on a Proposed Ordinance Repealing Chapter 18, Article IV<br />

Division 1 and Amending Division 3 of the Leon County Code of Laws, relating to<br />

Stormwater Management<br />

June 18, 2013<br />

Page 2<br />

Report and Discussion<br />

Background:<br />

The Stormwater Management Assessment was first adopted in September 1991, with a rate of<br />

$20.00 per single family unit, and which contained a multiplier for non-residential properties<br />

based upon the amount of impervious area on each parcel of developed property. The Board<br />

modified the Stormwater Utility Ordinance in July 1995, to permit funding of operational and<br />

maintenance expenses, and for the purchase of wetlands and flood plains.<br />

However, the assessment rate originally adopted in 1991 was found by the Board to no longer<br />

sufficiently meet the needs of the County’s Stormwater Management Program.<br />

At its April 23, 2013 meeting, the Board ratified the Fiscal Year 2014 Budget Workshop held<br />

earlier that day, and accepted the CDM Smith Final Report regarding a proposed new stormwater<br />

assessment. The Board also directed Staff to prepare an ordinance consistent with the CDM<br />

Smith Final Report, and further authorized Staff to schedule the appropriate public hearing for<br />

May 28, 2013 and proceed with mailing the statutorily required 20 day notice letters to the<br />

affected property owners.<br />

At its May 28, 2013 meeting, the Board adopted an ordinance substantially amending<br />

Chapter 18, Article IV, Leon County Code of Laws, creating a new Division 3 entitled<br />

“Stormwater Management System.” The Board also adopted the associated Stormwater<br />

Management Rate Resolution, approving and incorporating therein the CDM Smith Final Report<br />

and Rate Schedule. By way of a separate Agenda Item, the Board also adopted the Stormwater<br />

Management Non-ad Valorem Roll and authorized same to be certified to the Tax Collector.<br />

Analysis:<br />

As a result of the Board’s action at its May 28, 2013 meeting, effective October 1, 2013 the<br />

Stormwater Management Assessment originally imposed in 1991, will be superseded by the new<br />

assessment imposed on May 28, 2013. Therefore, Staff has drafted for the Board’s consideration<br />

of a proposed Ordinance amending Chapter 18, Article IV, Leon County Code of Laws, which<br />

will repeal Chapter 18, Article IV, Division 1 in its entirety and amend Division 3<br />

(Attachment #1). Adoption of the proposed Ordinance would have the effect of repealing the<br />

assessment imposed by the Board in 1991. However, the proposed Ordinance will not be<br />

effective until September 30, 2013 and is designed not to impact the previously imposed<br />

assessments which may have, for a variety of reasons, not yet been collected. In other words,<br />

assessments for stormwater imposed by the Board previous to the revised assessment imposed by<br />

action of the Board on May 28, 2013, will not be affected by adoption of the proposed Ordinance<br />

should same not have been collected prior to October 1, 2013.<br />

This public hearing has been appropriately noticed in accordance with section 125.66, Florida<br />

Statutes, and a copy of the notice of publication is attached as Attachment #2.<br />

Page 624 of 631 Posted at 6:15 p.m. on June 10, 2013


Title: First and Only Public Hearing on a Proposed Ordinance Repealing Chapter 18, Article IV<br />

Division 1 and Amending Division 3 of the Leon County Code of Laws, relating to<br />

Stormwater Management<br />

June 18, 2013<br />

Page 3<br />

Options:<br />

1. Conduct the first and only public hearing and adopt the proposed Ordinance repealing<br />

Chapter 18, Article IV, Division 1 and Amending Division 3, Leon County Code of Laws.<br />

2. Conduct the first and only public hearing and do not adopt the proposed Ordinance repealing<br />

Chapter 18, Article IV, Division 1 and Amending Division 3, Leon County Code of Laws.<br />

3. Board direction.<br />

Recommendation:<br />

Option #1.<br />

Attachment):<br />

1. Ordinance repealing Chapter 18, Article IV, Division 1 and Amending Division 3, Leon<br />

County Code of Laws.<br />

2. Proof of Publication.<br />

HWT/PTK/kam<br />

Page 625 of 631 Posted at 6:15 p.m. on June 10, 2013


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F13-00028<br />

ORDINANCE NO. 2013-__________<br />

AN ORDINANCE <strong>OF</strong> THE <strong>BOARD</strong> <strong>OF</strong> <strong>COUNTY</strong> <strong>COMMISSIONERS</strong> <strong>OF</strong><br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong>, AMENDING CHAPTER 18, ARTICLE IV<br />

<strong>OF</strong> THE CODE <strong>OF</strong> LAWS <strong>OF</strong> <strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong>, ENTITLED<br />

“STORMWATER UTILITY”; AMENDING SECTION 18-134.2,<br />

DEFINITIONS; REPEALING SECTION 18-117, DEFINITIONS;<br />

REPEALING SECTION 18-118, AUTHORITY; REPEALING SECTION<br />

18-119, FINDINGS AND DETERMINATIONS; REPEALING SECTION<br />

18-120, IMPOSITION <strong>OF</strong> A STORMWATER MANAGEMENT<br />

ASSESSMENT; REPEALING SECTION 18-121, SCHEDULE <strong>OF</strong> RATES;<br />

REPEALING SECTION 18-122, BILLING AND PAYMENT, PENALTIES;<br />

REPEALING SECTION 18-123, ADJUSTMENT <strong>OF</strong> ASSESSMENTS,<br />

CORRECTIONS; REPEALING SECTION 18-124, PROGRAM<br />

RESPONSIBILITY; REPEALING SECTION 18-125, STORMWATER<br />

MANAGEMENT UTILITY FUND; PROVIDING FOR APPLICABILITY;<br />

PROVIDING FOR CONFLICTS; PROVIDING FOR SEVERABILITY;<br />

AND PROVIDING FOR AN EFFECTIVE DATE.<br />

WHEREAS, the Board of County Commissioners desires to enact an ordinance amending<br />

Chapter 18, Article IV of the Leon County Code of Laws, relating to stormwater management;<br />

BE IT ORDAINED by the Board of County Commissioners of the County of Leon,<br />

Florida, as follows, that:<br />

Section 1. Section 18-134.2 of the Code of Laws of Leon County, Florida, is hereby<br />

amended to read as follows:<br />

Sec. 18-134.2. Definitions.<br />

When used in this Ordinance, the following terms shall have the following meanings,<br />

unless the context clearly requires otherwise:<br />

“Administrator” means the Leon County Administrator or such person’s designee.<br />

“Board” means the Board of County Commissioners of Leon County, Florida.<br />

“Comprehensive Plan” means the comprehensive plan adopted by the Board pursuant to<br />

Chapter 163, Part II, Florida Statutes.<br />

1<br />

Attachment #1<br />

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Page 626 of 631 Posted at 6:15 p.m. on June 10, 2013


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F13-00028<br />

“County” means Leon County, Florida.<br />

“Developed Property” means property that has been developed with impervious area<br />

including, but are not limited to, rooftops, sidewalks, walkways, patio area, driveways, parking<br />

lots, storage areas and other surfaces which similarly impact the natural infiltration or runoff<br />

patterns which existed prior to development.<br />

“Dwelling unit” shall mean a single unit or apartment providing complete, independent<br />

living facilities for one or more persons including permanent provisions for living, sleeping,<br />

eating, cooking, and sanitation.<br />

“Impervious area” shall mean the projection of roofed and paved areas including, but not<br />

limited to, areas covered by roofs, roof extensions, slabs, patios, porches, driveways, sidewalks,<br />

parking areas, and athletic courts.<br />

time to time.<br />

“Ordinance” means this Stormwater Management System Ordinance as mentioned from<br />

“Property Appraiser” means the Leon County Property Appraiser.<br />

“Single-family unit (SFU)” means the average or median impervious area for single<br />

family detached residences located within the Stormwater Services Area. The value of one SFU<br />

shall be established by the Board in the Stormwater Assessment Rate Resolution.<br />

“Stormwater” means the flow of the water which results from, and which occurs<br />

following a rainfall event.<br />

“Stormwater Assessment” means a special assessment imposed and levied by the Board<br />

to fund the Stormwater Management System within the Stormwater Service Area.<br />

2<br />

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F13-00028<br />

“Stormwater Assessment Rate Resolution” means the resolution described in Section 18-<br />

134.4(b)(2) hereof, which shall impose and levy the Stormwater Assessment and which shall be<br />

the final proceeding for the imposition of the Stormwater Assessment.<br />

“Stormwater Assessment Roll” means the special assessment roll relating to the<br />

Stormwater Management System approved the Board and certified to the Leon County Tax<br />

Collector for collection.<br />

“Stormwater Facilities” means land, capital facilities and improvements acquired or<br />

provided to detain, retain, convey or treat Stormwater.<br />

“Stormwater Management Plan” means the policies and regulations adopted by the Board<br />

which identify the levels of service for water quality and quantity management in the County,<br />

based upon the criteria in the Comprehensive Plan and applicable state and federal law.<br />

“Stormwater Management Services” means the (a) management and administration of the<br />

Stormwater Utility and Stormwater Management System; (b) stormwater program engineering;<br />

(c) stormwater basin planning; (d) operating and maintaining Stormwater Facilities; (e) billing<br />

and collection of Stormwater Assessments, including customer information and educational<br />

services and reserves for statutory discounts; and (f) legal, engineering and other consultant<br />

services.<br />

“Stormwater Management System” means a system which is designed and constructed or<br />

utilized to control discharges which are necessitated by rainfall events, incorporating methods to<br />

collect, convey, store, absorb, inhibit, treat, use, or reuse water to prevent or reduce flooding,<br />

overdrainage, environmental degradation and water pollution or otherwise affect the quantity and<br />

quality of discharge from the system, and is the operational means of implementing and<br />

3<br />

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otherwise carrying out the functional requirements of the County’s Stormwater Management<br />

Plan.<br />

F13-00028<br />

“Stormwater Services Area” means all of the unincorporated area of the County.<br />

“Stormwater Utility” means the entity established by Section 18-134.3(a) hereof to fund<br />

the Stormwater Management System.<br />

“Stormwater Utility Fund” means an account where Stormwater Assessments, user<br />

charges, fees and any other revenues are deposited for use in funding the Stormwater<br />

Management System.<br />

“Uniform Assessment Collection Act” means sections 197.3632 and 197.3635, Florida<br />

Statutes, or any successor statutes authorizing the collection of non-ad valorem assessments on<br />

the same bill as ad valorem taxes, and any applicable regulations promulgated thereunder.<br />

Section 2. The Code of Laws of Leon County, Florida, is hereby amended by<br />

repealing Sections 18-117, 18-118, 18-119, 18-120, 18-121, 18-122, 18-123, 18-124, 18-125 of<br />

Chapter 18, Article IV, Division 1 in their entirety.<br />

Section 3. Applicability. The provisions of this ordinance shall in no way apply to<br />

or affect the levy, collection or enforceability of any stormwater management assessment<br />

previously imposed pursuant to Section 18-120, Code of Laws of Leon County, which has not<br />

been paid in full as of the effective date of this ordinance.<br />

Section 4. Conflicts. All ordinances or parts of ordinances in conflict with the<br />

provisions of this ordinance are hereby repealed to the extent of such conflict, except to the<br />

extent of any conflicts with the Tallahassee-Leon County 2030 Comprehensive Plan as amended,<br />

which provisions shall prevail over any parts of this ordinance which are inconsistent, either in<br />

whole or in part, with the said Comprehensive Plan.<br />

4<br />

Attachment #1<br />

Page 4 of 5<br />

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F13-00028<br />

Section 5. Severability. If any provisions or portion of this Ordinance is declared by<br />

any court of competent jurisdiction to be void, unconstitutional, or unenforceable, then all<br />

remaining provisions and portions of this Ordinance shall remain in full force and effect.<br />

Section 6. Effective Date. This ordinance shall become effective at 11:59 p.m. on<br />

September 30, 2013.<br />

DONE, ADOPTED AND PASSED by the Board of County Commissioners of Leon<br />

County, Florida this 18 th day of June, 2013.<br />

ATTESTED BY:<br />

BOB INZER, CLERK <strong>OF</strong> THE COURT<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

By:<br />

Bob Inzer, Clerk of Court<br />

Leon County, Florida<br />

APPROVED AS TO FORM:<br />

<strong>COUNTY</strong> ATTORNEY’S <strong>OF</strong>FICE<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

By:<br />

Herbert W. A. Thiele, Esq.<br />

County Attorney<br />

By:<br />

5<br />

<strong>LEON</strong> <strong>COUNTY</strong>, <strong>FLORIDA</strong><br />

Nicholas Maddox, Chairman<br />

Board of County Commissioners<br />

Attachment #1<br />

Page 5 of 5<br />

Page 630 of 631 Posted at 6:15 p.m. on June 10, 2013

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