Item M04
Board of County Commissioners
Agenda Item Summary
Meeting Date: August 19, 2001
Bulk Item: Yes I!I No [J
Division: Board of County Commissioners
Department: George R. Neugent
AGENDA ITEM WORDING:
Approval of a resolution supporting Article V I Revision 7 clarifying county responsibility
for funding court operations, specifically as it relates to fadlities, security,
communication services, existing radio systems, and existing multi-agency information
systems. Immediate state funding of essential court elements, including but not limited
to, juror compensation, court reporting services, court interpreter/translator sen(ice,
conflict counsel, wib1ess fees, and expert wib1ess fees."
ITEM BACKGROUND:
Requires the bulk of expenses associated with the courts to be state funded.
PREVIOUS RELEVANT BOCC AcrION:
CONTRACT I AGREEMENT CHANGES:
STAFF RECOMMENDATIONS:
TOTAL COST:
BUDGETED: YES [J NO [J
COST TO COUNTY: $
REVENUE PRODUONG: YES [J NO [J AMT PER MONTH:
YEAR:
APPROVED BY: COUNlY ATIY [J OMB/PURCHASING [J RISK MANAGEMENT [J
APPROVAL: Jmi'" ,(. ~
MAYOR GEORGE'R. NEUGENT
DISTRICT II
DOCUMENTATION: INCLUDED'" TO FOLLOW [J NOT REQUIRED [J
AGENDA ITEM # ~
DISPosmON:
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p.o. Box 549/ Tallahassee, Florida 32302
Phone: 850/922-4300 Suncom: 292-4300 FAX: 850/488.7501
Website: www.fI-counties.com
MEMORANDUM
TO:
County Commission Chairs
FROM:
Mary Kay Cariseo, Executive Director
SUBJECT:
Article V I Revision 7
DATE:
August 2, 2001
"
In FAC's meetings and discussions with members of the Florida Legislature over
the summer, it has become evident that there is a great deal of confusion and
misinformation regarding Revision 7 and its implementation. I need to enlist your
assistance in further educating legislators on the importance of this issue.
I am requesting that you work with your fellow commissioners on your board to
schedule breakfast, lunch or dinner meetings with the members of your
delegation to educate them on Article V funding and the impact it has on your
county. Since you and your colleagues know which of you has the best
relationship with each legislator, we suggest you determine who is the most
appropriate commissioner to meet with each legislator individually.
Enclosed is a briefing paper prepared by FAC for your information and for you to
share with legislators when you meet with them. The most effective means of
educating your members on this issue is for you to illustrate the local perspective
on this issue: If the county did not have to fund these court items we could fund
"X" number of additional deputy sheriffs; buy "X" parcels of land for a new park;
roll property taxes back by "X" mills, etc. Your staff can help you with these
specifics.
While the local perspective is most critical, the following are several other points
we would like you to stress:
. The Florida Constitution requires counties to fund the state court system after
Revision 7 is implemented. Counties will continue to provide court facilities;
court security; existing criminal justice information systems; limited
communications services; and certain local programs. In short, counties will
still be responsible for funding hundreds of millions of dollars in support of the
courts.
,~
MARY KAY CARISEO
EXECUTIVE DIRECTOR
I KAREN 1. MARCUS
PRESIDENT
PALM BEACH
I CHUCK DUNNlCK
PRESIDENT- ELECT
OSCEOLA
I C. GUY MAXCY
'ST VICE PRESIDENT
HIGHLANDS
~ ..
I CLIFF THAELL
2ND VICE PRESIDENT
LEON
. There are many revenues and fees that subsidize the courts. If a specific
revenue source is provided to fund a particular function or service that will be
assumed by the state under Revision 7, that revenue source should be made
available to the state.
. The current system is rife with a lack of accountability where the people
underwriting the cost of the system have little to no oversight. The transfer of
many court functions to the state will create statewide efficiencies, uniformity
and accountability.
It is crucial that these meetings with your delegation members take place before
legislators become focused on the 2002 Session, which is likely to be
contentious due to reapportionment. I ask that you meet with your legislators
prior to the FAC Policy Committee meetings on October 3. Enclosed is a brief
,
questionaire for commissioners to fill out and return to us so we can remain"
apprised of your meetings. Please contact all members of your delegation and
inform us of your meetings by October 3.
Thank you for you assistance on this matter. We urge counties to participate in
this effort and to contact all members of their delegation, even those that serve
multiple jurisdictions. They need to hear your county's perspective on this issue.
If you have any questions. please do not hesitate to call me.
MKC/jr
Attachments
cc: F AC Executive Committee
FAC Legislative Leadership Council
F AC Policy Chairs
County lobbyists
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ARTICLE V/Revision 7
A Briefing for County Commissioners
Prepared by the Florida Association of Counties, Inc.
January 2001
HISTORY
In 1972, the Florida Legislature gave voters the
opportunity to revise the state courts system by
reorganizing its structure. The proposed changes were
approved by voters in the 1998 November General
Election.
Until the 1972 changes were adopted, Florida's courts
were a "hodge podge" of municipal courts, county
courts, justices of the peace and other court venues.
The major impetus behind the changes made in 1972
was to create a unified, state-funded system.
While the statewide system that was envisioned came
into place, state funding did not and counties have
been forced to fund an increasing share of the court
system through local property taxes.
Although some legislative achievements were enacted
by the Legistature, such as the creation of the Article
V Trust Fund, 20 years of unsuccessful pleading with
the Legislature to assume more ofthe costs of its court
system compelled Florida county leaders to pursue
an amendment to the state constitution.
Revision 7 was adopted by Florida voters in the
November 3, 1998, General Election. Revision 7 is
required to be fully implemented by 2004.
CURRENT COUNTY
RESPONSIBILITIES
Currently, counties fund many components of the
state courts system and the office~ of the state
attorneys, public defenders, and clerks of court.
Some of the. costs counties pay are statutorily
mandated (e.g., court reporters) and some county
costs are mandated by court decisions (e.g.,
additional private attorneys to assist public
defenders). Other expenses paid by counties are made
in an effort to reduce costs, such as hearing officers to
reduce the need for additional judges.
Other types of expenses paid by counties include:
office space, courtrooms, administrative staff,
communication services, expert witnesses,
interpreters, security, depositions, court programs (e.g.,
dispute resolution), and other miscellaneous
equipment and travel expenses.
State/County Comparison
Court Funding 1
$800,000,000
$700.000,000
$800,000,000
$500,000,000
$400.000,000
$300,000,000
$200,000,000
$100,000.000
$0
U-86
80-81
80.81
85-85
87-88
Year
Source: 'State Appropriations Data from Florida s Final Budget Report and Ten-Year Summary of Appropriations Data 1988-89 through 1997-98,
Office of Planning and Budget, Executive Office of the Governor. County Expenditures data from the Uniform Chart of Accounts (UCA)
provided by the Department of Banking and Finance.
Counties also pay for the court-related expenses of
the clerks of court that are not covered by fees and
service charges.
CURRENT STATE RESPONSIBILITIES
The state funds all salaries and expenses of the District
Courts of Appeal and Supreme Court. The state pays
for certain costs associated with the offices of the state
attorneys, public defenders, judges, and a significant
amount of court administration staff. Select travel
expenses for judges and expenses for certain court
programs, such as Guardian ad Litem, are also funded
by the state.
Other expenses funded by the state include: expenses
of the Judicial Nominating Committee, the Judicial
Qualifications Committee, juror expenses, and limited
witness expenses.
CURRENT COURT APPROPRIATIONS
The judicial system represents only 1.4 percent of the
total state budget. In FY 2000-01, the courts, public
defenders, and state attorneys received approximately
$732 million of the state's $51 billion budget.
Funding for the Courts in Florida
FY 2000-01
Total Court
Expenditures
(1,44%)
S732 lTilion
Tclal Slale
E>cpendllures
(98.56%)
S5O.9 biIion
Source: 2000-200 I General Appropriations Act.
ORIGINS OF REVISION 7
Counties worked with the 1998 Constitution Revision
Commission (CRC) to develop what is now known
as Revision 7. The proposal was crafted during many
months of negotiations among the primary stakehold-
ers in the state courts system (counties, the courts,
state attorneys, public defenders, and clerks of court).
In addition to Revision 7, the Constitution Revision
Commission promulgated a Statement oflntent which
has been incorporated into West s Florida Statutes
Annotated. The Statement of Intent clearly articulates
the intent of Revision 7 regarding the funding of the
state courts system and the offices of the state
attorneys, public defenders, and clerks of court. All
parties (state attorneys, public defenders, courts,
clerks, and counties) had input in creating this
document.
WHAT REVISION 7 DOES
A summary of the provisions of Revision 7 is as
follows:"
1) Requires the bulk of expenses associated with the
courts, state attorneys, and public defenders to be
funded by the state. This includes items such as
court reporters, court-appointed counsel, support
staff and witness fees.
2) Requires the following related to clerks:
. Directs all court-related operations of the
clerks of court to be funded primarily by filing
fees and service charges.
. Allows the courts to receive appropriate fees
for court programs.
. Requires the state to provide funds to the clerks
ofthe circuit court in instances where charges
cannot be levied because doing so would bar
access to the courts.
. Requires the state to fund any shortfalls that
may exist between clerk revenues and
expenses.
3) Requires counties to fund:
. Construction or lease of courthouse facilities.
. Maintenance, utilities, and security of
courthouse facilities.
. Communications services, existing radio
services, and existing multi-agency criminal
justice information systems.
. Costs and expenses of court programs needed
to meet local requirements as determined by
the Legislature.
Article V . Page 2
4) Requires the Legislature to develop a phase-in
schedule and begin appropriating additional court
funds in FY 2000-01. Full state assumption of
enumerated court expenses must be implemented
by July 1, 2004.
COST ESTIMATES
There is no single method for capturing the revenues
and expenditures within the state courts system, so
exact figures have been difficult to obtain. The Florida
Association of Counties and other interested parties
advocated for, and the Legislature approved, the
creation of a uniform accounting system for the courts
(Chapter 95-400, Laws of Florida).
The first year of data collection, county fiscal year
1998-1999, is now available, and data should be
available within a few months for the 1999-2000 fiscal
year. While it may not conclusively determine the
exact cost of the system, it should more clearly identify
court revenues and expenses.
During the last decade, county expenditures for the
courts have grown at a rate of 11 percent annually.
This dramatic increase is due, in part, to a lack of
accountability-counties have been funding a system
for which they have no managerial control. Legislative
funding of specific court functions will bring increased
oversight and accountability, and economies of scale
to the system. The Legislature, for example, could
work with the courts to establish statewide
appointment parameters and payment schedules for
expert witnesses, which currently vary from circuit to
circuit.
WHAT HAS HAPPENED SINCE THE
ADOPTION OF REVISION 7
In 2000, the Legislature passed Chapter Law 00-237
(Chapter 29, ES.). The legislation created a phase-in
schedule to begin the implementation of Revision 7.
The phase-in schedule is a follows:
FY 2001-2002:
Requires review of the revenue
generated by the court system
and allows appropriate rev-
enue to be redirected to the
state.
FY 2002-2003:
Requires review of the state
attorneys' offices, public de-
fenders' offices, the use of civil
indigency counsel, and conflict
counsel to determine what
functions should be state
funded.
FY 2003-2004:
Requires review of the offices
of the clerks of the circuit and
county courts to define court
related activities performed by
the clerks.
The legislation requires counties to continue funding
the existing elements of the state courts system, state
attorneys' offices, public defenders' offices, court-
appointed counsel, and the offices of the clerk of the
circuit and county courts consistent with current law
and practices until the state assumes th,e cost of these
functions.'
The legislation established a conflict attorney pilot
project in Polk County, Hillsborough County, and
Miami-Dade County to pay for attorney's fees, costs,
and expenses related to conflict counsel. The bill also
provided funding for the Small County Contingency
Fund to assist counties with a population of85,000 or
less with "extraordinary criminal" case-related costs.
Chapter Law 00-237, defines the "essential elements"
of the state courts system, state attorneys' offices,
public defenders' offices, and court-appointed counsel.
It also defines the counties obligations regarding
facilities, construction and lease, maintenance,
utilities, security, communication systems, existing
radio systems, and existing multi-agency criminal
justice information systems in a manner that is
inconsistent with the express language of Revision 7
and the Statement of Intent promulgated by the
Constitution Revision Commission.
The legislation also created the Article V Joint
Legislative Committee made up offour members from
the Senate and four from the House of Representatives.
The committee will recommend programs and funding
to implement Revision 7.
Also created in this legislation was the Article V
Financial Accountability and Efficiency Workgroup.
The Workgroup was tasked with the following:
. Develop recommendations related to financial
accountability systems and standards.
Article V . Page 3
. Establish alternative budgeting structures and fi-
nancial management.
. Collect data on revenue sources for the court sys-
tem.
. Assess the efficiency and effectiveness of operat-
ing policies and procedures for the court system,
the public defenders and the state attorneys.
The committee is made up of eleven voting members
and four ex-officio members. FAC has an ex-officio
representative on the workgroup. The workgroup will
terminate upon submitting their report and
recommendations to the Article V Joint Legislative
Committee, Senate President, House Speaker,
Supreme Court Chief Justice, and Governor. A report
is due by January 15,2001.
COUNTY POSITION
Florida counties support implementing legislation
consistent with Revision 7 to the Constitution and the
Statement of Intent promulgated by the CRC. Such
legislation must include the following:
. Clarifying county responsibility for funding court
operations, specifically as it relates to facilities,
security, communication services, existing radio
systems, and existing multi-agency information
systems.
. Immediate state funding of essential court ele-
ments, including but not limited to, juror compen-
sation, court reporting services, court interpreter/
translator services, conflict counsel, witness fees,
and expert witness fees.
Florida's counties stand ready to work with the Leg-
islature to ensure the court funding transition is as
smooth and efficient as possible, and 190k forward to
accomplishing our mutual goals. ;':,
For more information, contact Mary Kay Cariseo
- Executive Director, Carol Bracy - Legislative
Director, John Ricco - Director of Enterprise
Programs, at FAC - (850) 922-4300.
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100 South Monroe Street
Tallahassee, Florida 32301
Office: (850) 922-4300
Fax: (850) 488-7192
Website: www.tl-counties.com
Article V . Page 4
Article V Commissioner/Legislator Questionnaire
Commissioner name:
Legislator Name:
Date of meeting:
1) Was the legislator generally knowledgeable about Revision 7 / Article V?
Yes No Comments:
2) Was the legislator aware that counties will still fund a significant portion of the courts after
Revision 7 is implemented?
Yes No
Comments:
3) Did the legislator express a willingness to assist the county in assuring its concerns are
addressed when this issue is acted upon by the Legislature?
Yes No
Comments:
4) Other general comments:
(Please complete this form and fax it back to FAC at 850/488-7192)
Article V Commissioner/Legislator Questionnaire
Commissioner name:
Legislator Name:
Date of meeting:
1) Was the legislator generally knowledgeable about Revision 7 / Article V?
Yes No Comments:
2) Was the legislator aware that counties will still fund a significant portion of the courts after
Revision 7 is implemented? '
Yes No
Comments:
3) Did the legislator express a willingness to assist the county in assuring its concerns are
addressed when this issue is acted upon by the Legislature?
Yes No
Comments:
4) Other general comments:
(Please complete this form and fax it back to FAC at 850/488-7192)
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Page 1 of 3
FROM:
DATE:
RE:
All County Commiseioners
County Administrators
Mary Kay Cariseo, Executive Director
TO;
August 9, 2001
Governor's Response -Article V Trult Fund
The Florida Association of Counties received today Governor Jeb Bush's response to
President Karen Marcus' letter regarding the Article V Trust Fund veto (see attachment).
As you can S8e from the letter, counties must continue their strong advocacy at the local
'evel find reinforce the importance of this issue to your county with the Govemor and
legislators. As your members begin to focus on the 2002 Session, pleBse continue to
educate them about Article V/Reviaion 7. A briefing paper outlining the constitutional
changes ia available on FAC'a website at ~.fl-counties.com (go to the Governmental
Relations Page under "Links").
Thank you for your support and commitment to this very important matter.
MKC/clb
Attachment
cc: County lobbyists
M"'Y KAY c.4.,sro
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IKAflEN r. MA'CUS
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TALLAHASSEE. fLORIDA 31'99.0001
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850.488.11C8
860-487-<<1801 fa
August 2, 2001
RECE-""/C'r)
AUG 09 2001
The Honorable Karen Marcus
President, Florida Association .of Counties
Post Office Box 549
Tallahassee, Fl. 32302
FLORIDA AS~vvl" nON
OF COUNTIES
Dear Commissioner Marcus:
Thank you for writing me regarding my vetOQs of certain expenditures for Article V
purposes in the 2001-02 budget. I understand that you and your association disagree with
these vetoes, and I directed my policy and budget staff to respond to your Executive
Director's e-mail on this matter. You will also be contacted by DOMa Arduin, my
Budget Director, for further discussion of these matteTS.
You are certainly right in stating that I agree that compliance with the American with
Disabilities Act can be difficult for small couptiea. That is why I approved funding for
small-county courthouse renovations approvCld in line item #2970, which provides 53.34
million to fund renovations required by the ADA. This line item provides funding for 18
small counties with amounts ranging from $75,000 to $500,000.
My staff's reference to my veto statement and rationale for rejecting "piecemeal"' funding
was not meant to refer to the fact that some orthe Article S funding was designated for
certain counties. (Although that is one reason why I vetoed funding for conflict legal
services in only three counties). I believe that the state can no longer afford to fimd on a
fragmented basis certain court costs when no one has a solid understanding ofthe state's
Article V liabilities which begin in 2004, only three fiscal years away. As I noted in my
press conference, we can and will make an illtelJigent detennination of the 2004-0S
liabilities. Then and only then we will begin funding that liability. To expend $20
million of stlte taxpayer dollars on services that arc not yet required under state law, and
do not correspond to a comprehensive approach to state-court funding responsibilities, is
simply inconsistent with my views on the use of state funding. This is especially true
when we know that economic conditions arc already requiring a much more conaervative
use of state financial resources.
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The Honorable Karen Marcus
August 2, 2001
Page Two
At the appropriate time, the Legislature will be required to fund an increase of hundreds
of millions of dollars in the area of the state cQurts. Until we understand the extent of this
required funding, it would be premature to expend state dollars on a fragmented basis
berore this responsibility is incurred.
To address the need for rescW'ching the costs of Revision 7, I approved significant
funding to determine exactly how much liability the state will incur in 2004. As 1 noted
in my veto message, "I have approved the expenditure of $800,000 to allow the Joint
Legislative Conunittee on Atticl" V to retain ~onllultant8 or ,taff to assist in
implementing Revision 7, and studying the cost of such implementation. I believe it is
unwise to continue to fund an indetenninate portion oCthe Article V costs with the
Article V Trust Fund until this effort is complete. Current funds in the County Article V
Trust Fund will remain availablo for funding the statc's Article V responsibilities in
2004." Of course, such funding will remain available. regudlclS if thc trust fund is
reauthorized. The funds will simply remain within the working capital fund.
I uppreciate your letter and understand that this matter is critically important to your
association. I hope you can understand that my duties require that I carefully review all
state funding to ensure that our state government fulfilla its statutory and constitutional
responsibilities. In the area of criminal justice. this state already expends approximately
$3 billion to fund the Departments of Corrections, Juvenile Justice, Legal Affairs, State
Courts. State Attorneys and Public DefendeR. and rclated arcas. In addition. we must
invest billions morc in cducation. health and human services, environmental protection,
and other areas.
My officc looks forward to working closely with you as we collect the data and
detennine the final Article V costs. I look forward to working together to address the
costs of Revision 7 in an equitable and rationale manner, in the face of other budgct
priorities within state government.
Sincerely,
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