Florida Impact Fee Review Task Force

1
Florida Impact Fee Review Task Force
LCIR Overview Committee Staff Presentation to
Small Counties Coalition
LCIR Overview Committee Staff Presentation to
Small Counties Coalition
Rip Colvin, Executive Director Florida
Legislative Committee on Intergovernmental
Relations (LCIR) June 11, 2008
2
What Will This Presentation Address?

• LCIR Overview Membership, Purpose, Annual
  Reports, Website, Recent and Current Interim
  Projects
• LCIR Interim Report, Federal Grants to Floridas
  Local Governments
• LCIRs Interim Report, Local Government Financial
  Reporting Requirements
• LCIRs Federal Focus Newsletter

3
Part I

• LCIR Overview
• Membership, Purpose, Annual Reports,
• Website, Recent and Current Interim
• Projects

4
LCIR Overview - Membership

• Committee is composed of 15 members
• 8 Legislative appointments for 2006-08
• Senator Alex Diaz de la Portilla
• Senator Anthony Hill, Sr. (Alternating Chair)
• Senator Steve Oelrich
• Senator Gary Siplin
• Representative Faye Culp (Alternating Chair)
• Representative Ed Hooper
• Representative Juan-Carlos Planas
• Representative James Waldman
• 7 Gubernatorial appointments for 2006-08
• Joanna Cunningham Northern Palm Beach Co.
  Improvement District
• Sue Hershey Martin County School District Board
  Member
• Kelly Layman Department of Environmental
  Protection
• Herbert Polson City of St. Petersburg Councilman
• Lisa Saliba Governors Office of Policy and
  Budget
• Cynthia Stevenson St. Johns County Commissioner
• Robert Stewart Pinellas County Commissioner

5
LCIR Overview - Purpose

• To serve as a forum for the study and discussion
  of intergovernmental problems.
• To evaluate the interrelationships among federal,
  state, regional, and local entities in the
  provision of services.
• To analyze the structure, functions, revenue
  requirements, and fiscal policies of the state
  and its political subdivisions.
• To examine proposed and existing federal and
  state programs.
• To review the research and recommendations of
  national commissions studying local government
  relationships and problems.
• To analyze the fiscal impact of new or modified
  state programs on municipalities and counties.

6
LCIR Overview How Is Purpose Fulfilled?

• By conducting policy research on a variety on
  issues.
• Constitutional initiatives and referenda
• Dock and marina permitting
• Emergency, Management, Preparedness Assistance
  Fund
• Federal funding to Florida
• Local government fiscal capacity and formation
  issues
• Natural disaster preparedness, response, and
  recovery
• State, regional, and local planning
• State revenue sharing programs
• State rural and urban policy
• By reporting its findings and recommendations to
  the presiding officers of the Legislature and the
  Governor.
• FAXNETs.

7
LCIR Overview Annual Reports

• Local Government Financial Information Handbook
  describes the major local government revenue
  sources and local option taxes provides the
  upcoming fiscal year estimates.
• Intergovernmental Impact Report summarizes the
  mandates and measures affecting local government
  fiscal capacity that were authorized during the
  most recent legislative session.
• Review of Federal Funds to Florida provides a
  review and analysis of federal financial
  assistance to the state.
• Salaries of County Constitutional Officers and
  Elected School Superintendents provides finalized
  salary figures for the upcoming fiscal year.

8

• LCIRs Local Government Financial
• Information Handbook Report

9
What Is the Local Government Financial
Information Handbook?

• It is a reference document describing most of the
  revenue sources available to local governments.
• It contains relevant information useful for local
  government budgeting purposes, including
  descriptions of revenue sources, estimated
  revenue distributions, and population estimates.
• It is prepared, published, and distributed
  annually by the LCIR with technical assistance
  provided by the Department of Revenues Office of
  Tax Research.

10
Handbook - Who Does What?

• DOR
• Prepares the estimated revenue distributions of
  state-shared revenues and local option taxes.
• Furnishes data used by LCIR staff to prepare or
  update several data tables.
• LCIR
• Updates the written descriptions of the various
  local government revenue sources, including the
  summarization of relevant changes to general law
  provisions affecting those sources.
• Formats the data tables furnished by the DOR and
  prepares other accompanying data tables.
• Coordinates the reports printing, maintains the
  reports mailing lists, and prepares the reports
  for mass mailing.

11
Handbook General Organization

• Revenue Sources Authorized by the Constitution
• Revenue Sources Based on Home Rule Authority
• Revenue Sources Authorized by the Legislature
• State Shared Revenues
• Other Own Source Revenues
• Local Option Taxes

12
Handbook Constitutional Revenue Sources

• Ad Valorem Tax
• Constitutional Fuel Tax
• Constitutional School Revenue Sources
• Gross Receipts Tax on Utilities
• Motor Vehicle License Tax

13
Handbook Home Rule Revenue Sources

• Proprietary Fees based on the assertion that
  local governments have the exclusive legal right
  to impose.
• Franchise fees
• User fees
• Utility fees
• Regulatory Fees imposed pursuant to the local
  governments police powers in the exercise of its
  sovereign functions.
• Building permit fees
• Inspection fees
• Impact fees
• Stormwater fees
• Special Assessments

14
Handbook Legislative Revenue Sources

• State Shared Revenues
• Other Own Source Revenues
• Local Option Taxes
• Local Discretionary Sales Surtaxes
• Local Option Food and Beverage Taxes
• Local Option Fuel Taxes
• Local Option Tourist Taxes

15

• LCIRs 2007 Intergovernmental
• Impact Report

16
LCIRs Staff Definition of Mandates

• Distinct from mandates subject to Article VII,
  Section 18 of the Florida Constitution (i.e.,
  those having a significant fiscal impact of
  1.8 million)
• The mandates in this report also include those
  that are
• Funded by the Legislature
• Considered to be of negligible cost
• Exempt from the provisions of Floridas
  Constitution

17
Five-Year Comparison of Constitutionally Defined
Mandates

• 2003 - 4 bills with 4 provisions
• 2004 - 2 bills with 2 provisions
• 2005 - 1 bills with 1 provision
• 2006 - 6 bills with 6 provisions
• 2007 - 3 bills with 3 provisions

18
Historical Comparison of Legislative Mandates

• 2000 64 bills with 95 provisions
• 2001 73 bills with 112 provisions
• 2002 64 bills with 116 provisions
• 2003 54 bills with 73 provisions
• 2004 76 bills with 103 provisions
• 2005 55 bills with 75 provisions
• 2006 49 bills with 59 provisions
• 2007 78 bills with 167 provisions

19
Type of Local Government Impacted

• 54 bills with 112 provisions impacting counties
  and cities
• 24 bills with 44 provisions impacting only
  counties
• 2 bills with 3 provisions impacting only

20
Legislative Mandates onCounty Constitutional
Officers

• Clerk of Court - 4 bills
• Supervisor of Elections - 1 bill
• Sheriff - 1 bill
• Property Appraiser - 2 bills
• Tax Collector - 0 bills

21
www.floridalcir.gov - Overview
22
www.floridalcir.gov/reports.cfm
23
www.floridalcir.gov/annual_reports.cfm
24
www.floridalcir.gov/dataaz.cfm
25
www.floridalcir.gov/surveys.cfm
26
www.floridalcir.gov/revenue_estimates.cfm
27
LCIR Overview Recent Interim Projects

• Review of Municipal Incorporation Feasibility
  Studies
• Local Government Financial Reporting Requirements
• Federal Grants to Floridas Local Governments
• Revenues and Expenditures Reported by Floridas
  Local Governments

28
LCIR Overview Current Interim Projects

• Consolidation Models for Floridas Local
  Governments
• Update of Federal Grants to Floridas Local
  Governments
• High Intensity Drug Trafficking Area Grants to
  Floridas Local Governments
• Analysis of Historical Changes in County and
  Municipal Revenues and Expenditures
• Revenues and Expenditures Reported by Floridas
  Local Governments
• Intergovernmental Coordination Floridas
  Efforts in Waste Disposal, Processing and
  Recycling

29
Florida Impact Fee Review Task Force
Review of Municipal Incorporation Feasibility
Studies
30
Review of Municipal Incorporation Feasibility
Studies

• Purpose of Feasibility Study
• Enable Legislature to Determine
• State Standards Are Met
• Financially Feasible
• Unofficial-Inform Residents,
• Affected Parties/Govts

31
Review of Municipal Incorporation Feasibility
Studies

• DeBary-1993
• Deltona-1995
• Ft Myers Beach-1995
• Wellington-1995
• Weston-1996
• Islamorada-1997

• Marco Island-1997
• Bonita Springs-1999
• Marathon-1999
• Palm Coast-1999
• Southwest Ranches-2000

32
Review of Municipal Incorporation Feasibility
StudiesConclusion

• Feasibility Study Fulfills Primary Purpose to
  Inform Legislature on Financial Feasibility
• Study Informs Local Residents and Affected Local
  Governments-Reduces Size and Number of
  Unanticipated Consequences
• Studies Consistently Underestimate Revenue
  Collections and Expenditures
• Amendments to Current State Policies Regarding
  Feasibility Studies Unwarranted

33
Florida Impact Fee Review Task Force
Federal Grants to Floridas Local Governments
34

• Project is ongoing will be taken up by LCIR at
  June 30 meeting in Jacksonville.
• Several recommendations focusing on informing
  local governments about grant opportunities.
• Number One Message
• Go to www.Grants.gov and register your local
  government.

35
Unadjusted and Adjusted Federal ExpendituresBy
Floridas Local Governments
36
www.grants.gov
37
(No Transcript)
38
(No Transcript)
39
Part IV

• LCIRs Federal Focus Newsletter
• The purpose of this periodic newsletter is
  to highlight significant developments on Capitol
  Hill and within the federal sector for the
  Florida Legislature and other interested parties
  in order to enhance intergovernmental
  communication.

40
LCIRs Federal Focus Newsletter
41
www.floridalcir.gov/newsletters.cfm
42
LCIRs Federal Focus Newsletter

• To view prior editions and subscribe to the
  periodic Federal Focus newsletter, go to
• www.floridalcir.gov/newsletters.cfm
• Please direct any questions or comments about the
  newsletter to
• Lydia Mount, Sr. Legislative Analyst
• mount.lydia_at_floridalcir.gov
• 850-488-9627

43
Committee Contact Information

• Website www.floridalcir.gov
• Mail, Phone, and Fax
• Legislative Committee on Intergovernmental
  Relations
• c/o Legislative Mail Services
• Tallahassee, Florida 32399-1300
• 850-488-9627
• 850-487-6587 Fax
• Staff Contact
• Rip Colvin, Executive Director
• colvin.rip_at_floridalcir.gov