Resolution 174-2014BOCC
RESOLUTION NO. 174 - 2014
A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA REQUESTING THE SUPERVISOR
OF ELECTIONS PLACE ON THE NOVEMBER 4, 2014 GENERAL
ELECTION BALLOT THE SCHOOL BOARD'S REFERENDUM
QUESTION CONCERNING WHETHER THE SCHOOL BOARD OF
MONROE COUNTY, FL SHOULD BE AUTHORIZED TO CONTINUE
TO LEVY A DISCRETIONARY SALES SURTAX OF 0.5 PERCENT
(ONE -HALF CENT), PURSUANT TO F.S. 212.055(6), KNOWN AS THE
"SCHOOL CAPITAL OUTLAY SURTAX", FOR ANOTHER TEN (10)
YEARS.
WHEREAS, F.S. 212.055(6) authorizes the school board in each County to levy, by
resolution to take effect upon approval by a majority vote of the electors of the county voting in a
referendum, a discretionary sales surtax at a rate not to exceed 0.5 percent (one -half cent) known
as the "School Capital Outlay Surtax"; and
WHEREAS, Sec. 212.055(6)(b) requires the Board of County Commissioners of
Monroe County, Florida ( "County Commission "), as governing body of the County, to place the
School Board's referendum question on the ballot; and
WHEREAS, pursuant to Monroe County School Board Resolution No. 589 (2004), and
majority approval of the referendum placed on the August 31, 2004 Primary Election Ballot by
the County through their adoption of Resolution No. 160 -2004, the School Board currently levies
a .5 (one -half cent) discretionary sales surtax that commenced January 1, 2006 for a ten (10) year
period authorized under F.S. 212.055(6); and
WHEREAS, pursuant to Sec. 212.055(6), Florida Statutes, on June 10, 2014, the School
Board adopted their Resolution No. 791, attached hereto as Exhibit "A" to this resolution, to
continue to levy the discretionary sales surtax of 0.5 percent (one -half cent) for another ten (10)
year period commencing January 1, 2016; and
WHEREAS, the School Board has presented their Resolution No. 791 to the County
requesting the County place their referendum question concerning the School Board's continued
levy of the .5 percent (one -half cent) discretionary sales surtax for an additional ten (10) years on
the November 4, 2014 General Election Ballot;
Page 1 of 2
School Board Resolution Ref Nov 4 Half Cent Surtax
BOCC 7/16/14
NOW THEREFORE, BE IT RESOLVED that the Board of County Commissioners of
Monroe County, Florida that:
Section 1. Pursuant to Sec. 212.055(6)(b), Florida Statutes, the Supervisor of
Elections is hereby requested to place on the November 4, 2014 General
Election Ballot the referendum adopted by the School Board of Monroe
County in its Resolution No. 791, with its attached Exhibit A., (attached
hereto as Exhibit "A. " to this resolution) all of which are attached to this
Resolution of the Board of County Commissioners of Monroe County,
Florida.
Section 3. The Clerk is directed to send a certified copy of this Resolution to the
Supervisor of Elections.
PASSED AND ADOPTED by the Board of County Commissioners of Monroe County,
Florida, at a regular meeting of said Board held on the 16 day of July, 2014.
Mayor Sylvia Murphy veG
Mayor pro tem Danny L. Kolhage not pr esent
Commissioner Heather Carruthers Yes
Commissioner George Neugent Yes
Commissioner David Rice Yes
4Y HEAVILIN, CLERK
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUN Y, FLORIDA
By:_
Aiyor Sylvia Murphy
School Board Resolution Ref Nov 4 Half Cent Surtax
BOCC 7/16/14
MONROE COUNTY ATTORNEY
ROVED AS TO FO l ht
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N) N71L ;7 W CASSEL o
ASSISTANT COUNTY ATTORNEYVar.
Date
CD C7
Page 2 of 2 <<'
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THE SCHOOL BOARD OF MONROE COUNTY, FLORIDA
RESOLUTION NO. 791
WHEREAS, limited funding throughout the School District of Monroe
County, Florida (the "District ") for the costs of construction, reconstruction and
improvement of new and existing public school facilities, security upgrades, and
for technology implementation, continues; and
WHEREAS, surveys by the School Board of Monroe County, Florida (the
"School Board ") indicate the need for capital improvements throughout the
District continuing for an additional 10 years after the expiration of the current Y2
cent levy; and
WHEREAS, the legislature of the State of Florida in its 2002 session
enacted subsection (6) of Section 212.055, Florida Statutes, authorizing the
imposition by school boards of a one -half cent sales surtax to fund capital outlay
projects; and
WHEREAS, the School Board desires to limit the financial impact of its
security upgrades, capital outlay and technology implementation programs on
local property owners by minimizing the use of ad valorem taxes to pay the costs
of such improvements; and
WHEREAS, the School Board has adopted a plan for use of the proceeds
of levy and collection of the surtax for security upgrades, capital outlay and
technology implementation, which plan may be modified from time to time as the
School Board determines to be in the best interest of the citizens throughout
Monroe County;
NOW, THEREFORE, BE IT RESOLVED BY THE SCHOOL BOARD OF
MONROE COUNTY, FLORIDA:
Section 1. Tax Lew. There is hereby levied and imposed within
Monroe County a discretionary sales surtax of .5 percent (one -half cent) pursuant
to the provisions of Section 212.055(6) Florida Statutes and Section 212.054
Florida Statutes.
Section 2. Term of Levy. The surtax shall commence January 1, 2016.
The surtax shall remain in full force and effect for a period of ten (10) years from
and after January 1, 2016 unless repealed or reduced prior to that time by
resolution of the School Board, which repeal or reduction may be effectuated
without referendum.
Page Iof4
EXHIBIT "A"
TO BOCC RESOLUTION NO. 174 - 2014
Section 3. Administration. The surtax levied hereby shall be collected,
administered and paid to the School Board by the Department of Revenue
pursuant to the terms of Section 212.054, Florida Statutes and such other laws
as may be applicable.
Section 4. Use of Revenues. All lawful uses pursuant to Sections
212.055(b) and 212.054 as well as Florida Statutes. A brief and general
description of the initial capital outlay projects to be funded by the surtax is set
forth in the plan attached hereto as Exhibit "A ". Such plan may be modified from
time to time as circumstances change and needs arise.
Section 5. Referendum. The School Board hereby requests that the
Board of County Commissioners of Monroe County, Florida place the referendum
to the voters on November 4"', 2014 general elections to be held throughout
Monroe County, Florida, for the purpose of submitting to the duly qualified
electors of Monroe County the question set forth herein.
Section 6. Notice of Election. Not less than thirty (30) days' notice of
said election shall be given by publication both in English and Spanish in a
newspaper of general circulation throughout the District. Such publication shall
be made in accordance with law and the requirements on the Supervisor of
Elections. The notice shall read:
NOTICE OF ELECTION
TUESDAY, NOVEMBER 4 2014 IN MONROE COUNTY, FLORIDA
NOTICE IS HEREBY GIVEN THAT AN ELECTION HAS BEEN
CALLED BY THE BOARD OF COUNTY COMMISSIONERS OF
MONROE COUNTY, FLORIDA AT THE REQUEST OF THE
SCHOOL BOARD OF MONROE COUNTY, FLORIDA FROM 7:00
A.M. UNTIL 7:00 P.M. ON TUESDAY, THE FOURTH DAY OF
NOVEMBER 4 2014, AT WHICH TIME THERE SHALL BE
SUBMITTED TO THE DULY QUALIFIED ELECTORS OF
MONROE COUNTY, FLORIDA THE FOLLOWING QUESTION:
CONTINUATION OF NEEDED FUNDING FOR SCHOOL
SECURITY, TECHNOLOGY AND CAPITAL PROJECTS:
The School District's capital
Additional funding is required 1
needs at school facilities, equip
construct new facilities, provide
existing school structures
improvements.
improvement plan is ongoing.
:) upgrade and address security
schools with modem technology,
for renovations and additions to
and other permitted capital
Page 2 of 4
Shall the School Board of Monroe County, Florida continue to levy
a one -half cent sales surtax for a period of ten (10) years beginning
January 1, 2016?
FOR THE ONE -HALF CENT TAX
AGAINST THE ONE -HALF CENT TAX
RESOLUTION NO. 791 ADOPTED BY THE SCHOOL BOARD OF MONROE
COUNTY, FLORIDA ON JUNE 10 2014, PROVIDES FOR THE IMPOSITION
OF A ONE -HALF CENT SALES SURTAX, THE PROCEEDS OF WHICH SHALL
BE EXPENDED BY THE SCHOOL BOARD FOR CAPITAL EXPENDITURES.
IN ACCORDANCE WITH THE CONSTITUTION AND THE ELECTION LAWS
OF THE STATE OF FLORIDA," ALL DULY QUALIFIED ELECTORS OF
MONROE COUNTY, FLORIDA SHALL BE ENTITLED TO VOTE IN THE
ELECTION OF WHICH THIS NOTICE PERTAINS.
THE SCHOOL BOARD OF MONROE COUNTY, FLORIDA SHALL BE
AUTHORIZED TO LEVY THE SURTAX COVERED BY THE QUESTION
STATED ABOVE IF THE QUESTION SHALL BE APPROVED BY VOTE OF A
MAJORITY OF THE DULY QUALIFIED ELECTORS OF MONROE COUNTY,
FLORIDA VOTING THEREON.
Section 7. Offi cial Ballot. The official ballot to be used in the election to
be held on November 4 , 2� 014 shall be in English and Spanish and shall be in
full compliance with the laws of the State of Florida and shall be substantially in
the preceding Notice form.
If a majority of the ballots cast at such election shall be "FOR THE ONE -HALF
CENT TAX ". the levy of such tax shall be approved and said surtax shall be
levied as provided by law.
Section 8. Conflict. Any resolution or part thereof in conflict with this
resolution or any part hereof is hereby repealed to the extent of the conflict.
Section 9. Effective Date. Sections 1 through 4 of this Resolution shall
be effective upon approval by a majority of votes cast by qualified electors in the
referendum provided for herein and the remaining sections of this Resolution
shall be effective immediately upon its adoption.
Page 3 of 4
Adopted this 10"' day of June, 2014.
Ron Martin, Chairman
School Board of Monroe County, Florida
[SEAL] M
ATTES� X-Aar s
Sally mith, Secretary
School Board of Monroe County, Florida
Page 4 of 4
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Exhibit A to Resolution 791 Ca111b •21111. IIIIJIMO1.1
Actual Budget ForppaS4_ ,,
2013-2014 2014-2015
Revenue
-RECO 5 363.757 $ 403.030 $ 403,030 S 403.030 5 403.030 S 403.030 S 403,030 S 403.030 S 403,030 $ 403,030 $ 403,030 S 403,030 $ 403,030 $ 4,433,330
-Hall-Cent Sales Tax 15,729,424 15,729,424 15,729,424 15.729424 15,729.424 15,729,424 15.729.424 15,729,424 15.729,424 15,729,424 15,729,424 15,729,424 7,864,712 $165,158,952 Assumes renewal prior to December 2015
-Local Advalorem(.5 mill) 9,863,706 10,379,301 11,172,624 11,741 328 12.304 944 12.761 952 13,272,430 13,803,327 14,355,460 14.929,679 15,526,868 16,147,941 16,793,858 $152.810.409 .5 mills••4%Annu5l increase in Assessment
-Other 89,097 53,000 53,000 53,000 53,000 53,000 53,000 53,000 53,000 53,000 53,000 53,000 53,000 $ 583,000
Total Revenue 25,985,984 26,564,755 27,358,078 27,926,782 28,490,398 28,947,406 29,457884 29,988,781 30,540,914 31,115,133 31,712,320 32,333,395 25,114,600 S 295,627,613
Expenses
-Focally Acquislhon/Construction
-NEW CONSTRUCTIONIRENOVATION,REPAIR,AND REMODELING
Coral Shores Hr86 - - - 1,000,000 1,000,000 1,000,000 1,000,000 2,000,000 1,000,000 7,000,000
Key West High School - - 250,000 250,000 250,000 250,000 1,000,000 2,000,000
Horace O'Bryant 618.287 - - - - 500,000 500,000 500,000 1,500,000
Meralhon High School - 1600,000 2.500,000 2,500,000 2,400,000 9,000,000
Pomade&Sere School - - - -
Superloa/School 18.826 - 500,000 500,000 500,000 1,500,000
5.«Ilk Elem - 5.000.000 10,000,000 10,000,000 10,000,000 35.000,000
Key Large Elementary School - 500,000 500.000 1,000,000
Gerald Adams Elementary - 5,000,000 10,000.000 10.000,000 10,000,000 - - - 35,000,000
Plentehon Key School 5,000,000 10,000,000 10.000,000 10,000,000 - - 35,000,000
Reynolds School 500,000 500,000
AnoiNery Facilities 313350 3,000,000 3,000,000 4,000,000 10,000,000
-NEW CONSTRUCTION SUB TOTAL - 5,000,000 13,500,000 13,000,000 14,000,000 7,250,000 11,750,000 11 750,000 17,850,000 16,500,000 14,000,000 12,900,000 127,000,000
-MAINTENANCE
Life Safety 312,714 230,000 100.000 100,000 100,000 100,000 100,000 100,000 100,000 216,000 195,000 120,000 120,000 1,351,000
HVAC Upgrades 1,496.727 835.000 300.000 300,000 300,000 300,000 300,000 300,000 300,000 597,000 502.000 636,000 411,000 4,246,000
Plumldng 14.700 15,000 40.000 40,000 40,000 40,000 40,000 40,000 40,000 580,000 170,000 135,000 85,000 1,250,000
Electncel 90.308 120,000 80,000 40,000 40,000 40,000 40,000 40,000 40,000 360,000 232,500 190,000 110,000 1,212,500
Wastewater Planes 717,578 85,000 50,000 50,000 50,000 50,000 50,000 50,000 50,000 80.000 50,000 200,000 88,000 748,000
Roofing 462,000 245,000 75.000 75,000 75,000 75.000 75,000 75.000 75,000 560,000 860,000 935,000 670,000 3,550,000
Hoonng 134,680 125,000 50,000 50,000 50,000 50,000 50,000 50,000 50,000 148,000 142,000 90,000 45,000 775,000
Grounds 50,000 50,000 50.000 50,000 50,000 50,000 50,000 50,000 99,000 106,000 168,000 603,000 1,326,000
Structure/ 615.000 410,000 325,000 225,000 225,000 225,000 225,000 225.000 225,000 45.000 45,000 20,000 20,000 1.805,000
Other 2,057,770 5,927,000 716,000 3,856,110 4,179,527 4,564,728 4,564,728 4,564,728 4,564,728 2,645,000 2,630,000 2,330,000 2,330,000 36,945,549
Patching 386,154 - 268,000 253,000 303,000 273,000 1,097,000
-MAINTENANCE SUB TOTAL 6,287,631 8,042,000 1786.000 4,788.110 5,109,527 5,494,728 5,494,728 5,494.728 5.494,728 5.598,000 5.185,500 4,970,546 4,474,870 54,306,049
-TECHNOLOGY 3,847,297 2,430,000 3.000.000 3,000,000 3,000.000 3,000,000 3,000,000 3,000,000 3.000,000 3,000,000 3,000,000 3.000.000 3,000,000 $ 30,000,000
-SAFETY/SECURITY - - 500.000 500.000 250.000 250.000 250.000 250.000 250,000 250,000 250,000 250.000 250,000 $ 2.750.000
-LEASES 211,780 200,000 200000 200,000 200,000 200,000 200,000 200.000 200,000 200,000 200,000 200,000 200,000 $ 2,000,000 NEMI,Computers,Copiers and Portables
-VEHICLES 1,200,000 400.000 300,000 300,000 300,000 300,000 300,000 300,000 300,000 400,000 400,000 400,000 400,000 S 3,400,000 Buses,Maintenance and Construction
-FURNITURE AND EQUIPMENT 44.150 300.000 60,000 60,000 60,000 60,000 60,000 60,000 60,000 924,249 924,249 924,249 924,249 5 4,056,996
-TRANSFER-DEBT SERVICE 16,141,613 15,396,008 15,376.008 2,345,000 2,195,000 2,195,000 2,195.000 2,195,000 2,195,000 2,195,000 2,195,000 2,195,000 2,195,000 S 22,100,000 COPS
-TRANSFER-GENERAL FUND 3,970,106 4,431,192 4,318,447 4,568,447 4,843,447 4,843,447 4,843,447 4,843,447 4,843,447 4,843,447 4843,447 4,843,447 4,843,447 S 48,159,470
Total Expenses 32653,040 31,199,200 30,540,455 29,259,557 28,957.974 30,343,175 23,593.175 28093.175 28,093,175 35,260,696 33,488,198 30,783,242 29,187,366 291,022,515
Gain/(Loss) (6,667,056) (4,634,445) (3,182,377) (1,332,775) (467,576) (1,395,769) 5,864709 1,895,606 2447.739 (4,145,563) (1.785,876) 1,550,153 (4,072,766) 4,806,098
Begin Fund Balance 20,528.931 13,861,875 9,227,430 8,045,053 4,712,278 4,244,702 2,848,933 8,713,642 10.609,248 13,056.988 8.911,425 7,125,548 8,675,701 -
Ending Fund Balance $ 13,861,875 S 9,227,430 $ 6,045,053 S 4,712,278 S 4,244,702 $ 2,848,933 S 8,713,642 510,609,248 $13,056,988 $ 8,911,425 $ 7,125,548 $ 8,675,701 $ 4,602,935
6/242014