Item B6
ADMINISTRATION RECOMMENDATIONS
RE COUNCILMAN LEVY'S PROPOSALS
Issue # 1: Utilize an additional $1.6 million dollars in fund balance in the countywide funds to
reduce taxes for this year.
Background: Fund balance budgets were prepared based on the policy that staff and the
commission have worked on for the past several months.
Staff Recommendation: Do not adjust fund balance numbers in the budget. Doing so would
result in tax increases in these areas next year.
Issue #2: Move the unincorporated portion of the half cent sales tax budgeted at $2.5 million
dollar from the general purpose municipal service taxing district into the general fund.
Background: Prior to fiscal year 2000, the unincorporated portion of the half-cent sales tax was
put in the general fund. Utilization of the unincorporated portion of the half-cent sales tax in the
general purpose municipal service taxing district was supported by the cities.
Staff Recommendation: Do not move these revenues out of the unincorporated district. Florida
Statutes clearly identifies these funds as "derived on behalf of the unincorporated area". Each of
the cities receives a portion of this revenue from the state.
Issue #3: On the issue of regional parks we have been presented with two scenarios of changes.
The first is to not have a regional park system and fund parks as they were funded prior the
county ordinance being adopted. The second is that if we keep a regional park system to fund all
parks out of the general fund including city parks.
Background: The BOCC adopted an ordinance establishing a regional park system.
Staff Recommendation: The budget was prepared to be consistent with the board's policy. Staff
need's direction from the BOCC on whether or not they would like to readdress this policy..
Issue #4: Move more of the sheriffs budget out of countywide taxing district into the municipal
taxing district.
Background: The BOCC adopted an ordinance establishing municipal policing. This was
implemented for the fiscal year 2001 budget.
Staff Recommendation: The budget was prepared to be consistent with the board's policy.
BOCC should work with the Sheriff if they intend to readdress this policy.*
. If the HOCC is considering changing its policy in these two areas, ordinance work may be
required. We would have to double budget funds so that we don't lock ourselves into a millage
rate that is too low.
I;
07/27/2001 FRI 10:22 FAX 3058535357
VILLAGE OF ISLAMORADA
141 00 1
ISLAMORADA, VILLAGE OF ISLANDS
MAYOR fRANK R. KUltSKY
VICE MAYOR RON LEVY
COUNCILMAN MARK GREGG
COUNCILMAN GEORGE G!'ISlER
COUNCilMAN JAMES V. MOONEY
FACSIMILE TRANSMITTAL SHEET
RE:
Millage Ra1es
FROM:
Ron Levy
DATE:
JULY 27, 2001
fAX NUMBER:
305-292-4544
TO:
Jim Roberts
TOTAL NO. OF PAGES INCLUDING COVER
6
o URGENT
o FOR REVIEW
o PLEASE COMMENT
o PLEASE REPLY
NOTES/COMMENTS:
87000 OVERSEAS HIGHWAY
305-664-2345 (PHONE)
ISlAMORADA. Fl 33036
305-853-5357 (FAX)
~
07/27/2001 FRI 10:22 FAX 3058535357
ViLLAGE OF ISLAMORADA
~U02
MAYOR FRANK R. KULlSK"Y
VICE MAYOR RON LEVY
COUNCILMA.N GEORGE GEISLER
COUNCILMA.'\I MARK GREGG
COlJNClD1Al-': jA.\1ES MOONEY
July 26, 200 I
Honorable Mayor George Neugent and County Commissioners
25 Ships way
Big Pine Key, FL 33043
Dear Mayor George Neugent and County Commissioners,
Following your request on July 20, 200 I in Key West, I prepared alternative proposed
tentative millages that deal with the concern of the cities that our countywide taxes are
being used to fund municipal services in the unincorporated areas.
Our proposed alternative millages DO NOT raise the combined countywide and MSTU
tax rate in the unincorporated areas. Our Proposed alternative millages 00 give tax relief
for ALL countywide property owners. On July 25, 200 I in Key West I presented these
alternative mill ages at a meeting to your County Administrator, Jim Roberts. A copy of
these alternative mill ages is enclosed.
Present at the meeting were Julio Avael, Key West Manager, Roger Wittenberg, Key West
Finance Director, Craig Wrathell, Marathon Manager, Charles Baldwin, Village Manager,
Mike Rice, Monroe County Sheriff's Office, along with the Sheriff's Finance Director and
Assistant.
The issues discussed were:
. Increasing fund balances forward in the General Fund and the Fine and Forfeiture
Fund.
. Not taking half cent sales tax revenue from the General Fund and placing it in the
MSTU Planning Fund
. Countywide parks vs. Unincorporated area parks.
. Addressing the concern of the municipalities that their countywide contribution to
the Sheriff's budget is funding municipal policing in the unincorporated area by
allocating some countywide funded deputies to the MSTU.
P.O. Box 568 . hLIMOR\D.\. fL .B036
305(164.23'15 hX 30;.853';.,57 www.islamordda.l1.lIs
07/27/2001 FRI 10:23 FAX 3058535357
VILLAGE OF ISLAMORADA
~003
-2-
July 26, 2iXlI
The meeting was very productive, with the recognition by Mr. Roberts that valid issues
were raised. However, your TRIM date of July 3 I, 2001 is just days away. And a
thoughtful analysis and presentation of these issues will require additional time.
The municipalities of Monroe County therefore ask that you set your TRIM 10 the
following categories at the corresponding millage rates:
General Fund - Other
Fine and Forfeiture
MSTU - Planning
MSTU - Parks
Unincorporated Police
1.2274
2.821I
.4460
.1707
.8453
By setting these alternative mill ages the door will be open (rather than shut as it would be
if the current proposed millages are set) to work out a solution that will benefit ALL
property owners in Monroe County
I am confident that giving us the month of August to work together we can succeed
together.
Sincerely,
Ron Levy
Vice-Mayor
lslamorada Village ofIslands
cc: Village Council
Jim Roberts, County Administrator
Craig Wrathel, Marathon Manager
Marathon Mayor and Council
Julio Avael, Key West Manager
Key West Mayor and Commission
Roger Wittenberg, Finance Director
Mike Rice, Sheriffs' Office
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MEMORANDUM
TO:
Board of County Commissioners
FROM:
James L. Roberts
County Administrator
DATE:
July 26, 2001
SUBJECT: Meeting with Municipal Representatives
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Yesterday, I met with representatives from the cities of Key West, Islamorada, and
Marathon. Their managers attended and Councilman Levy from Islamorada participated. Also
in attendance as observers were Commissioner Merili McCoy from Key West and former County
Commissioner Mary Kay Reich. Members of the press were also present. Because of some of
the issues involved, I had spoken to the Sheriff who was out of the County on business. He
arranged for some of his staff to be present.
It was my impression that the meeting was to resolve some issues that had been raised at
a previous budget meeting. In that regard, I reviewed with the participants the one page summary
that I reviewed with the Board of County Commissioners on July 24 in reference to the changes
in the various taxing lines. I explained that there was not any shifting of fund balances between
different taxing districts and that the only major shift of expense under the Board of County
Commissioners was the establishment of the regional parks system. After questioning, there
seemed to be acceptance of that explanation.
However, the meeting went on to discuss other issues with Councilman Levy presenting
proposals for the change of County millages. Although it was apparent that all of the cities were
interested in lowering the impact to the general fund increase, it was not apparent that they were
all aware of the details of the Councilman's proposal.
The proposal assumes and recommends a number of major policy changes. These include
changes to the County-wide park system, the budgeting of additional fund balances to support the
law enforcement tax line, the budgeting of additional fund balance in the general fund and a
different usage of the ~ cent sales tax in reference to the general fund and the unincorporated
areas.
A particular interest is the cities' proposal for the Sheriff to shift funds that he has
identified in County-wide services back to municipal services. That discussion OCCUlTed between
the cities and the Sheriff s staff and the Sheriff has informed me that he will be prepared to
respond at the meeting on July 31.
The bottom line is that the County Commission is asked to maintain very high tax levels
in the trim notice that you will be determining on July 31. In that way, they will have a month or
more to encourage the County Commission to change its policies.
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The Administration does not wish to give an off the cuff analysis of these proposals. We
shall complete the analysis and submit it to you at the earliest possible opportunity. We shall be
prepared to discuss this with the Board of County Commissioners on July 31.
~J__~
James L. Roberts
County Administrator
Cc: Danny Kolhage
Sheriff Roth
Sheila Barker
Jennifer Hill
2
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