02-28-00 v CITY OF ATLANTIC BEACH
• COMMISSION MEETING- FEBRUARY 28, 2000
7:15 P.M.
AGENDA
Call to order
Invocation and pledge to the flag
1. Approval of the minutes of the Regular Commission Meeting of February 14, 2000
2. Courtesy of Floor to Visitors:
A. Audit Report by Purvis Gray& Company (City Manager)
B. Jamie Fletcher, Adult Advisor to Teen Council (Comm. Beaver)
3. Unfinished Business from Previous Meeting
A. Follow up report from previous meeting (City Manager)
B. Report from the City Manager regarding options to consider for conversion of septic
tank systems to public sewers in Atlantic Beach (City Manager)
4. Consent Agenda:
ALL MATTERS LISTED UNDER THE CONSENT AGENDA ARE CONSIDERED TO BE ROUTINE BY
THE CITY COMMISSION AND WILL BE ENACTED BY ONE MOTION IN THE FORM LISTED
• BELOW. THERE WILL BE NO SEPARATE DISCUSSION OF THESE ITEMS. IF DISCUSSION IS
DESIRED, THAT ITEM WILL BE REMOVED FROM THE CONSENT AGENDA AND WILL BE
CONSIDERED SEPARATELY. SUPPORTING DOCUMENTATION AND STAFF
RECOMMENDATIONS HAVE BEEN PREVIOUSLY SUBMITTED TO THE CITY COMMISSION ON
THESE ITEMS
A. Proclamation declaring March 11, 2000 as Arbor Day in Atlantic Beach (City
Manager)
5. Committee Reports:
6. Action on Resolutions:
Resolution No. 00-02
A RESOLUTION OF THE CITY OF ATLANTIC BEACH SUPPORTING THE
EFFORTS OF THE BEACHES AFRICAN-AMERICAN CENTENNIAL
COMMITTEE TO PRESERVE THE ORIGINAL FOUR-ROOM STRUCTURE OF
JACKSONVILLE BEACH ELEMENTARY SCHOOL (City Commission)
7. Action on Ordinances:
A. Ordinance No. 25-00-31 Public Hearing and Final Reading
AN ORDINANCE OF THE CITY OF ATLANTIC BEACH, FLORIDA,
AMENDING SECTION 6-31 OF THE CODE OF ORDINANCES TO ADOPT THE
NATIONAL ELECTRIC CODE, 1999 EDITION, AND PROVIDING AN
110 EFFECTIVE DATE (City Manager)
Page Two AGENDA February 28, 2000
4110
B. Ordinance No. 95-00-73 Introduction and First Reading
AN ORDINANCE OF THE CITY OF ATLANTIC BEACH, FLORIDA, ADDING
SECTION 23-17(e)(3), AND PROVIDING AN EFFECTIVE DATE (Comm.
Mitchelson)
8. Miscellaneous Business:
A. Authorize the Mayor to execute Interlocal Agreement with the city of Jacksonville
relative to the collection and distribution of 9-1-1 user fees (City Manager)
B. Waive the formal bidding process and approve a Purchase Order to Reed & Shows
Meter Repair& Supply company, Inc. in the amount of$10,900.00 to test 32 large
water meters and a sample test of ten 2-inch meters, and provide resulting reports and
recommendations to the city (City Manager)
C. Authorize staff to alter the Dutton Island Park plans to expand the comfort station and
build two pavilions, with the total cost of construction not to exceed $250,000;
authorize staff to submit an application for a Florida Inland Navigation District(FIND)
grant for 50% of the construction costs; authorize staff to request $36,000 in FIND
funding for planning and permitting a small fishing pier on Dutton Island (City
Manager)
D. Discussion and possible action regarding adoption of an ordinance to allow additional
110 Homestead Exemption as authorized by state law (City Manager)
9. City Manager Reports:
A. Presentation by Public Safety Director regarding 1999 crime statistics for Atlantic
Beach
10. Reports and/or requests from City Commissioners and City Attorney
Adjournment
If any person decides to appeal any decision made by the City Commission with respect to any matter considered at any meeting,
such person may need a record of the proceedings,and,for such purpose,may need to ensure that a verbatim record of the proceedings
is made,which record shall include the testimony and evidence upon which the appeal is to be based.
Any person wishing to speak to the City Commission on any matter at this meeting should submit a request to the City Clerk prior
to the meeting. For your convenience,forms for this purpose are available at the entrance to the Commission Chambers.
In accordance with the Americans with Disabilities Act and Section 286.26,Florida Statutes,persons with disabilities needing special
accommodation to participate in this meeting should contact the City Clerk by 5:00 PM,Friday,February 25,2000.
V V
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0 MINUTES OF THE REGULAR MEETING OF THE ATLANTIC E E
BEACH CITY COMMISSION HELD IN CITY HALL, 800 I s S
SEMINOLE ROAD AT 7:15 PM ON MONDAY, FEBRUARY 28,
2000 I I
PRESENT: John Meserve, Mayor
Richard Beaver, Mayor Pro Tem I
Mike Borno
Theo Mitchelson
Dezmond Waters, Commissioners
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AND: James Hanson, City Manager M S
Alan C. Jensen, City Attorney 0 E
Maureen King, City Clerk T C
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The meeting was called to order by Mayor Meserve at 7:15 p.m. The
invocotion wo5 offc'rcd by 11ommi '- :- • -_...:....... .. . ._
Allegiance to the Flag.
1. Approval of the minutes of the Regular Meeting held
February 14, 2000 I I I I
411)
There being no corrections or amendments,the minutes were unanimously
approved prepared.
Pp as
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2. Courtesy of the Floor to Visitors: I
A. Audit Report by Purvis Gray & Company (City Manager) I I
Ron Whitesides,Manager of the Atlantic Beach audit,commended Finance I
Director Van Liere, Assistant Finance Director Benjamin and staff for their I I I
work in preparation for the audit. I I I
Mr. Whitesides presented the audit report to the Commission and indicated
the report complied with all federal,state and local accounting requirements I
and he found no weaknesses in the internal controls. Mr. Whitesides then I I
presented a brief overview of the report and indicated the city was in a very I
strong financial condition with adequate reserves.
Commissioner Mitchelson inquired regarding the strength of the employee's
retirement plan and Mr.Whitesides indicated that while the level of funding
was down due to the transfer of funds to the City of Jacksonville Fire
Fighters Pension Plan, the plan was adequately funded and the city should
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February 28, 2000 COMMISSIONERSO I) S o
be concerned only if a trend indicating a lower funded ratio develops.
There were no more questions,and Mayor Meserve thanked Mr.Whitesides
for the presentation.
B. Jamie Fletcher,Adult Advisor to Teen Council(Comm.Beaver)
Jamie Fletcher, Co-Advisor to the Teen Council,provided an overview of
the accomplishments of the Teen Council during the past year and stated
they would like to take a trip to Orlando. He then introduced Casey Quinif
and Matilda Anderson,members of the Teen Council,to make the request.
Matilda Anderson stated that the Teen Council would like to take thirty
teenagers, equally divided between boys and girls, and 6-8 chaperones on
a chartered bus trip to Epcot Center on March 11-12,2000. Ms. Anderson
stated that$5,000 had previously been allocated to the Parks and Recreation
Programs Committee and requested$2,640.00 of the funds to pay for hotel
rooms, tickets to Epcot and the bus. Applicants for the trip would be
selected on a first come,first served basis and Ms.Anderson indicated that
• a deposit would be required to reserve the bus.
Commissioner Mitchelson preferred that the Teen Council stage local
events which would benefit many teenagers.
After discussion,it was the consensus of the Commission that no action was
required since funds were available in the Parks and Recreation budget for
their use.
Mayor Meserve recognized Mr. Perry's Student Government Class from
Fletcher Senior High School, who were present to observe government in
action.
Alan Potter of 374 Second Street opposed waiving bid requirements for
Item 8B. He felt it would be more cost effective for the city to set up its
own meter testing program. Concerning Item 8C, Mr. Potter felt the city
should find out if it would be able to obtain a permit to build a fishing pier
on the island before modifying the plan to include a pier.
J.P.Marchioli of 414 Sherry Drive inquired concerning the procedure to
file for the additional homestead exemption mentioned in a recent
• newspaper.
A brief discussion of the filing requirements ensued and Mr. Marchioli
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indicated that he would file with the Tax Collector's office the following
day.
3. Unfinished Business from previous meeting
A. Follow up Report from previous meeting
City Manager Hanson indicated that the force main on Seminole Road
referenced in paragraph one of his report, was not abandoned, but he felt
it would still be possible to plant trees in areas without utility conflicts.
Mayor Meserve indicated that he would like Early Piety,a certified arborist,
or Commissioner Beaver to provide a plan to show what types of trees could
be successfully planted along Seminole Road, including the area by the
drainage ditch.
B. Report from the City Manager regarding options to consider for
Conversion of Septic Tank Systems to Public Sewer in Atlantic
Beach (City Manager)
IIIFor those interested citizens who were present in the audience, Mayor
Meserve explained that there would be no action taken on Item 3B tonight.
Mayor Meserve inquired if there would be a conflict of interest since
Commissioner Waters and himself, both had septic tanks. City Attorney
Jensen felt there would be no conflict of interest,but stated he would check
into the matter further and put his findings in writing.
City Manager Hanson provided the Commission an overview of the options
to be considered for conversion from septic tanks to public sewers and
briefly outlined the various options. City Manager Hanson's report dated
February 2000 is attached and made part of this official record as
Attachment A.
Mayor Meserve requested that this matter be placed on the agenda of the
March 27, 2000 Commission Meeting for discussion and a public hearing.
Commissioner Mitchelson recognized the costs involved for citizens to
connect to the sewer and suggested Commission consideration of the
following: (1)obtaining a bids from plumbers to perform connections at a
rate of fifty or so per year, (2)obtaining grant money for the work,and(3)
• extending low interest loans to current owners to hook up to the sewer
system.
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Commissioner Waters requested that City Attorney Jenson provide a legal 1
opinion regarding the liability to the city if nothing was done to require
citizens to hook up to the sewer. He felt that if the city did nothing,septic
tanks would eventually disappear through natural attrition.
City Attorney Jensen advised that the city can adopt ordinances which are
more restrictive than State Statute. The city has chosen,in certain instances
not to enforce State Statutes. However, the city has taken the necessary
steps to notify the people, as required by State Statute, as a condition
precedent to requiring hook up. The commission is now in a position that
you can give ninety days notice and people would be required to hook up.
Commissioner Waters then inquired concerning Ordinance 80-94-53 which
exempts Section H and Ocean Grove residents from the requirement to hook
up within ninety days. City Attorney Jensen advised that the ordinance says
that if you were paying an assessment before a certain date,you are exempt
from the requirement to connect to the public system until your system fails.
However,the City Commission could change that ordinance if it chooses to
do so.
• Mayor Meserve inquired if the city had any legal liability if it chooses not to
enforce state law, and requested that the City Attorney provide an opinion
for the March 27th meeting.
Commissioner Mitchelson believed that state law would prevail and
requested an opinion of how the local ordinance exempting citizens,which
he felt was less restrictive, would take precedence over state law. City
Attorney Jensen advised that Home Rule allowed the city to do this,and said
there was a provision in the statute which allows municipalities to enact any
other ordinances or laws they deem in the public interest. City Attorney
Jensen further stated that the Attorney General's office and the Department
of Health both said that it is up to the city to enforce this requirement, and
the city chooses its means of enforcement.
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Commissioner Beaver requested a map of those areas exempted from hook
up by the ordinance(Ordinance 80-94-53). City Manager Hanson indicated
that a map would be provided.
4. Consent Agenda:
A. Proclamation Declaring March 11, 2000 as Arbor Day in
• Atlantic Beach (City Manager)
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Consent agenda Item A was approved as presented.
5. Committee Reports:
There were no Committee Reports.
6. Action on Resolutions:
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A. Resolution No. 00-02
A RESOLUTION OF THE CITY OF ATLANTIC BEACH,
SUPPORTING THE EFFORTS OF THE BEACHES
AFRICAN-AMERICAN CENTENNIAL COMMITTEE TO
PRESERVE THE ORIGINAL FOUR-ROOM STRUCTURE
OF JACKSONVILLE BEACH ELEMENTARY SCHOOL
BEAVER X X
BORNO X X
Motion: Approve Resolution No. 00-02. MITCHELSON X
WATERS X
Janet Cousnard, African-American Centennial Committee Chairperson, MESERVE x
stated that the group was formed to preserve the original four-room
• building. Ms.Cousnard indicated that the Duval County School Board had
give the organization a deed to the school and they were hoping to find a
place for the building to turn it into a museum. Ms. Cousnard outlined
events of the week of March 17`h designated Jacksonville Beach Elementary
Preservation Celebration and invited the Commissioners to the kickoff event.
There being no further discussion,the motion carried unanimously.
Commissioner Waters advised the Commission of a log cabin on Seminole
Road which may be available.
7. Action on Ordinances:
A. Ordinance No. 65-00-31 - Public Hearing and Final Reading
AN ORDINANCE OF THE CITY OF ATLANTIC BEACH,
FLORIDA, AMENDING SECTION 6-31 OF THE CODE OF
ORDINANCES TO ADOPT THE NATIONAL ELECTRIC
CODE, 1999 EDITION, AND PROVIDING AN EFFECTIVE
DATE (City Manager) BEAVER x
BORNO X X
Motion: Approve Ordinance 25-00-31 on final reading. MITCHELSON X
WATERS X X
• Mayor Meserve opened the public hearing and invited comments. MESERVE X
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No one spoke and the Mayor declared the public hearing closed.
There was no discussion and the motion carried unanimously.
B. Ordinance No. 95-00-73 - Introduction and First Reading
AN ORDINANCE OF THE CITY OF ATLANTIC BEACH,
FLORIDA,ADDING SECTION 23-17(e)(3),AND PROVIDING
AN EFFECTIVE DATE (Commissioner Mitchelson)
BORNO X
Motion: Approve Ordinance 95-00-73 on first reading. MITCHELSON x
Commissioner Mitchelson explained the intent of the ordinance.
Discussion ensued concerning the percentage of money to be spent on the
public tree plantings and language in the proposed ordinance which stated
that the money may be spent for"general landscape materials." It was the
consensus of the Commission that the money should be used strictly for
planting trees.
• Amendment to the motion: Strike "general landscape BEAVER x
materials from the ordinance and insert"tree plantings." MITCHELSON K
Further discussion ensued concerning the intent of the ordinance. The
amendment to the motion and main motion were withdrawn. Staff and the
City Attorney were directed to rewrite the ordinance to clarify 10% to be
spent for plantings on private property in contrast to 10% being spent for
the cost of tree plantings.
8. Miscellaneous Business:
A. Authorize the Mayor to execute Interlocal Agreement with the
City of Jacksonville relative to the collection and distribution of
9-1-1 User Fees (City Manager)
BEAVER X X
BORNO X
Motion: Authorize the Mayor to execute Interlocal Agreement MITCHELSON X X
with the City of Jacksonville relative to the collection and WATERS X
distribution of 9-1-1 User Fees. MESERVE X
Commissioner Waters inquired concerning the amounts to be distributed and
Public Safety Director Thompson explained the method of reimbursement.
0 There was no more discussion and the motion carried unanimously.
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B. Waive the formal bidding process and approve a Purchase
Order to Reed and Shows Meter Repair and Supply Company,
Inc. in the amount of $10,900.00 to test 32 large water meters
and a sample test of ten 2-inch meters, and provide resulting
reports and recommendations to the City (City Manager)
Motion: Waive the formal bidding process and approve a BEAVER X X
Purchase Order to Reed and Shows Meter Repair and Supply BORNO X
Company, Inc. in the amount of $10,900.00 to test 32 large WMTCHELSON X x
WATERS X
water meters and a sample test of ten 2-inch meters, and MESERVE x
provide resulting reports and recommendations to the city.
City Manager Hanson explained the request in detail as set forth in Public
Works Director Kosoy's memo dated February 22,2000 which is attached
and made part of this official record as Attachment B.
In response to Alan Potter's earlier comment, City Manager Hanson
indicated that it would cost approximately$15,000-$20,000 for the city to
purchase its own testing equipment. He also indicated that a vehicle would
• be needed to transport the testing equipment to test meters on-site. He
felt that it would cost approximately$40,000.00,excluding manpower,for
the city to set up its own program.
There was no more discussion and the motion carried unanimously.
C. Authorize Staff to alter the Dutton Island Park plans to expand
the comfort station and build two pavilions,with the total cost �
of construction not to exceed $250,000; Authorize staff to
submit an application for a Florida Inland Navigation District
(FIND)grant for 50%of the construction costs;Authorize staff
to request $36,000 in FIND funding for planning and
permitting a small fishing pier on Dutton Island(City Manager)
Motion: Authorize staff to alter the Dutton Island Park Plans BEAVER X
to expand the comfort station and build two pavilions,with BORNO X X
the total cost of construction not to exceed $250,000; WMTCHELSON X
WATERS X X
authorize staff to submit an application for a Florida Inland MESERVE X
Navigation District(FIND) Grant for 50% of the construction
costs; authorize staff to request$36,000 in FIND Funding for
planning and permitting a small fishing pier on Dutton Island.
• Public Safety Director Thompson explained the request and funding in detail
as explained in his and Recreation Director Johnson's memo dated February
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21, 2000, which is attached and made part of this official record as
Attachment C.
A brief discussion ensued concerning funding sources for the project, and
Commissioner Beaver inquired if the $100,000.00 from the City of
Jacksonville could be obtained this year. Public Safety Director Thompson
stated that he would look into this.
There was no more discussion and the motion carried unanimously.
D. Discussion and possible action regarding adoption of an
Ordinance to allow additional Homestead Exemption as
authorized by State Law (City Manager)
BEAVER X X
Motion: Draft an an ordinance which would allow BORNO X X
MITCHELSON X
an additional Homestead Exemption for those residents who are WATERS X
65 years of age or older with a household income not exceeding MESERVE X
$20,000.00.
• City Manager Hanson explained the request as stated in his memo dated
February 18, 2000, which is attached and made part of this official record
as Attachment D.
Following brief discussion, the motion carried unanimously.
9. City Manager Reports:
• Public Safety Director Thompson presented Crime Statistics for the
years 1985, 1996, 1997, 1998, and 1999.
• Reported that Jani-King,the city's janitorial company had quit,and
indicated that he would like to award the contract to the second
lowest bidder, Duval Janitorial. BEAVER X X
BORNO X X
MITCHELSON X
Motion: Authorize the City Manager to award the contract to WATERS X
the second lowest bidder, Duval Janitorial. MESERVE X
There was no discussion and the motion carried unanimously.
• Reported that the Cultural Arts Board proposed to paint a mural on
the racquetball court wall facing Jack Russell Park. It was further
• reported that the mural would have to be restored every two to four
years. Copies of the proposed mural were distributed to the
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Commissioners.
• Indicated that the First Night Committee wished to hire a part-time
consultant.
Discussion ensued, but no action was taken on the request.
10. Reports and/or requests from City Commissioners and City
Attorney
City Attorney Jensen
• Commented on the quote ..."the government has no right to restrict
legitimate debate of public issues at public gatherings"...,which was
brought up by a citizen at the previous meeting, and which was
attributed to the Supreme Court. Mr. Jensen stated that the case
from which the quote came involved an electioneering ban,which
prevented campaigning within a certain distance from polling places
in Louisiana.
• City Attorney Jensen further stated that Section 286.011 of the
Florida Statutes, contained the following three requirements for
public meetings: (1)that they be open to the public,(2)that a notice
of the meeting had been given, and(3)that minutes be kept. City
Attorney Jensen further stated that there was no requirement at all,
for public input on every agenda item. He further stated that if
there is a public hearing,the public has the right to speak,but he felt
the City of Atlantic Beach allowed more citizen input than most
other cities because citizens are allowed to speak not only on any
item on the agenda, but also those not on the agenda.
Commissioner Beaver
• Presented a brief report on his meeting concerning the future use of
the Adele Grage Community Center. Tearing off the back of the
building was discussed. It was suggested that a sketch of the
proposed changes be given to a University of Florida architectural
class for a project.
Commissioner Borno
• • Requested an updated list of Commission items deferred or pending.
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Commissioner Waters
• Requested that Commissioner Beaver attend the Project Oversight
Committee meetings for the Town Center Project to lend his
landscaping expertise to the committee.
Mayor Meserve
• Requested a progress report from Aikenhead and Odom on the Core
City Drainage Project.
• Suggested that the city receive input from the residents of Section
H concerning renaming the area.
There being no further discussion or business to come before the
Commission, the Mayor declared the mee in. .•journed at 10:10 p.m.
111 of
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May, 'resi e'ng Officer
ATTEST:
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Certified Municipal 41
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ATTACHMENT A
FEBRUARY 28, 2000 COMMISSION MEETING
L - L3 ' VV
III OPTIONS TO CONSIDER FOR CONVERSION OF SEPTIC TANK SYSTEMS
TO PUBLIC SEWERS IN ATLANTIC BEACH
February, 2000
All septic tanks will eventually fail as their drain fields fill up or for other reasons. When
they fail in Atlantic Beach, owners will be required to connect to the public sewer system
if if is available on their street. The cost to convert to the public sewer system varies
widely but is estimated to average in the range of$2,500 to $3,000 for on-site plumbing
and $1,250 for the City's impact fee. A $4,000 expense will be a major financial setback
to most families. Most people would prudently choose to delay this expense as long as
possible.
Most people would also agree that disposing of household sewerage through a public
sewer system is a far better environmental alternative than utilizing on-site septic tanks.
This is even more important in an urban environment with small lots and shallow wells
for irrigation. The desire for people to postpone large expenditures is at odds with the
concern for protecting the environment. This is essentially the issue that is facing the
City Commission, although questions of enforcement of state and local laws and liability
also enter the picture.
• While these two concerns often appear to be at different ends of the spectrum, a
considerable number of options exist to encourage homeowners to convert to the public
sewer system now rather than waiting for their septic tanks to fail.
Let owners wait< OPTIONS > Convert all
until systems fail septic tanks now
The options that available to the City Commission fall into three basic categories that
include funding, enforcement, and public education.
FUNDING OPTIONS
1. Loan from City; Most families do not have $4,000 available for discretionary
spending. However, because the septic tanks will fail eventually, each family will have
to pay that amount sooner or later. The City could offer to loan some or all of the cost of
the conversion to the homeowner at a rate that would be less than they could get the
funds from private lending institutions. Presently, the City allows owners to pay the
impact fee over a two year period. However, without additional assistance, the
• homeowner must still pay the plumbing costs to connect to the City's line. It is possible
for the City to lend the homeowners the amount needed to pay the entire cost of the
• conversion or a portion of those costs up to a cap amount.
Term and rate; the city could choose a term for the loans extending anywhere from two
to ten years. Assuming an interest rate of seven percent (which would equal the City's
forgone interest on invested funds plus administrative costs) the payments for
homeowners for a $4,000 loan would vary from as little as $46.45/month over 10 years to
$179.10/month over two years.
Less 2 years < Term > 10 years More
encouragement Impact fee< Amount > All Costs encouragement
to connect only to connect
2. Sunset provision for new loans;the Commission may want to consider placing a
sunset provision on the use of these loans. If owners could count on getting a loan from
the City for the indefinite future, there would be little incentive for the owners to convert
now rather than later. They could simply wait until their septic tanks failed and then get
the loan. A suggestion would be to limit the availability of these loans to the next one or
two years.
• 3. CDBG Funds;the City receives Community Development Block Grant (CDBG)
Funds yearly of which at least $50,000 could be made available to owners meeting the
income criteria. Block Grant Funds could be used to pay all or a portion of the
conversion costs. One way to "stretch" available funding would be to authorize "grants"
to low income homeowners to a certain cap with the remaining homeowners' costs being
financed by the City as described above.
4. City provides "turn key" conversion; for some homeowners, the administrative task of
getting plumbing estimates and monitoring construction work would be an additional
impediment to septic tank conversion. Another option available to the Commission
would be for the City (if requested) to contract directly with plumbers for the work and
manage the entire operation on the person's property. This would only be logical if the
Commission chose to allow the financing of the entire cost of conversion. A downside
with this option is the administrative time required by the City to oversee these projects
which could require the temporary addition of employees if substantial numbers of people
chose this alternative.
ENFORCEMENT OPTIONS
Much like the range of options under the funding category, the City Commission also has
a range of options concerning the delay of enforcement of State and Local laws.
• Presently, City regulations require conversion within 90 days although the State law
requires connection within one year of notification. The range of enforcement times can
• begin with "as soon as possible" (90 days to one year) on one end of the spectrum to 10
years on the other end. At some point, a delay of enforcement essentially becomes a
decision not to enforce the regulations at all.
Less No < 10 DELAY IN ENFORCEMENT >1 year More
encouragement Enforcement Years encouragement
to connect to connect
Delay until property sells; one related option that could be added to this enforcement
delay would be to allow property owners to sign an agreement allowing for the
continuation of the septic tank use (providing it does not fail) until the property is sold or
transferred. Then, the cost of the septic tank conversion can more easily be rolled in with
the sale price of the house. The agreement would need to stipulate that a lien would be
placed on the property requiring the septic tank conversion within 90 days of the sale.
Also, this alternative only makes sense if the delay and enforcement overall is in the one
to two year range. If the City delayed the enforcement much further, homeowners would
logically wait longer to sign the agreements. Another related option concerning this
• would be to allow the delayed conversion only in the case of fmancial hardship. While
most people can afford the monthly payments for septic tank conversion, some are on
fixed income or have other legitimate hardships that may prevent them from even paying
an additional $50.00/month.
PUBLIC EDUCATION
Most people really want to do the right thing to protect the environment. Preparation of a
flyer explaining the environmental benefits of septic tank conversion may go a long way
to help convince owners to take on this fmancial burden now rather than later. Other
avenues for apprizing homeowners of environmental information may include articles in
the City's Tide Views Newsletter and encouragement of newspaper articles on several
related subjects.
OTHER CONSIDERATIONS
These options are not exclusive. A combination of funding, enforcement, and public
education alternatives may be the best mix to benefit both the public and the
environment.
The City's ordinances concerning these issues should be amended concurrent with the
Commission's decisions. There is one provision in the City Code that separates septic
• tank owners into two groups; those that began paying assessments on sewer lines prior to
February, 1995 and others. About one-half of the septic tank owners that have City
sewer availability are not covered under the 1995 exemption. The Commission may
• want to consider treating all septic tank owners with sewer availability the same. Second,
the 90 day hookup requirement and provision for the City to begin billing within 90 days
of sewer line availability should be amended to coincide with the Commission's
decisions.
There are several streets in Atlantic Beach where sewer service is not presently available
and homeowners in these areas have not been given any notice by the City. These
include Begonia, Tulip, and Carnation Streets along with portions of West Plaza, West
14th, Memorial Drive, Kestner Road, and several sections of Church Road. Several of the
people who said that they did not receive any notice from the City about the septic tank
conversion may be living on these streets. Eventually the City Commission will need to
consider extending City sewer into these remaining areas.
CONCLUSION
The City Commission essentially has three options on the septic tank issue; •
1. Wait for septic tanks to fail; Even if the City indefinitely delays any
enforcement action and chooses not to provide any incentives, the problem of septic tanks
will disappear over time. Most people will wait until their tank fails and then convert to
• the City's sewer system.
2. Enforce the existing local and state laws; Some policy decisions and an
ordinance amendment from the Mayor and Commission would be required in this case.
About half of the current septic tank owners that have sewer availability are not covered
under the 1995 exemption. Various code enforcement options could be utilized to force
septic tank owners on to the City's sewer system after one year.
3. A balanced combination of incentives and delayed enforcement; The best
option of the three would be for the City Commission to adopt a balanced approach
which would provide a mix of financial incentives encouraging conversion of septic tanks
sooner rather than later and a substantial delay in enforcement to allow homeowners a
reasonable amount of time to plan for the conversion, save funds, and/or make other
arrangements. A specific recommended approach is as follows;
• Loan; Offer loans within the next year to septic tank owners in Atlantic
Beach for the full amount of the conversion cost (impact fee plus
plumbing cost)at a seven percent rate and a 10 year period to pay back
the City. Payments could be made on utility bills to encourage
homeowners to hook up sooner, the loan amount available should be
100 percent of the conversion cost for the first year, but place a cap of
• no more than $3,000 in total loan after the end of the first year. That
• is to say, if someone did not take out a loan and begin the work within
the first year, loans would still be available but only for an amount not
to exceed $3,000. One important provision to add would be the
requirement to pay back the loan in full if the home is sold.
Refmancings should be allowable without the required payback.
• City administration available; For those who request it, the City could
contract directly with plumbers to get the piping done on behalf of the
homeowners. If this option is approved by the Commission, it is
recommended that a small percentage be added to the construction cost
to cover the City's cost for administration and offset and possible
complaints of subsidies from other City water and sewer customers.
• Delay enforcement;A five year delay in enforcement is recommended.
There are many in Atlantic Beach who may need as long as five years
to make their financial arrangements and get the work done. Trying to
convert all of the City's 300 septic tanks at one time may drive up
plumbing costs. Any extension of enforcement beyond five years may
not provide the amount of encouragement needed for homeowners to
begin making serious plans for septic tank conversions.
• No one wants to spend more than they have to or sooner than they need to. Opposition to
a mandatory hook up policy is understandable. At the same time, owners will bear the
costs sooner or later, and there is an environmental benefit in doing it sooner. The Mayor
and Commission of Atlantic Beach have many options at hand to help its citizens to
minimize the financial impacts of conversion. The task now is to choose the option(s)
that provide the best outcome for the community as a whole.
Jim anson
C. Manager
•
au emimma
--FEBRUARY
ATTACHMENT B -
FEBRUARY 28, 2000 COMMISSION MEETING
III AGENDA ITEM NO. g 8
DATE: 2- 2 g-OO
CITY OF ATLANTIC BEACH
CITY COMMISSION MEETING
STAFF REPORT
AGENDA ITEM: Testing of Large Water Meters
SUBMITTED BY: Robert S. Kosoy, P.E. Director of Public Works ` -- ..--..tr.
DATE: February 22, 2000
BACKGROUND: As part of a program to reduce the discrepancy between the amount of water
pumped and the amount billed, the City has begun an aggressive program to test, repair and
replace water meters. The large water meters, ranging in size from 2-inches to 8-inches, need to
be tested by an outside vendor. Testing is a specialized service requiring special equipment, and
includes reports and recommendations from the vendor regarding meter repairs, replacements or
correcting misapplications of meter types.
We intend to test the 32 large meters, of 3-inch diameter and above, and a representative sample
of ten 2-inch diameter meters. City staff has spent considerable time performing a multi-state
S
search, and located only two vendors to perform this work. Quotes were obtained from both
vendors, and reference checks were made. Prices for completing the meter testing are as
follows:
Flow Measurement Systems, Inc. $12,320
Reed & Shows Meter Repair& Supply Company, Inc. $10,900
Reference checks for Reed & Shows Meter Repair& Supply Company, Inc. were positive.
Because of the specialized nature of this service, the fact that there are only two available
vendors, and the importance of completing this work in a timely manner, we recommend
-- waiving the formal bid process.
BUDGET: Funds are available under the Atlantic Beach and Buccaneer Water Utility Funds,
Account Nos. 400-4001-533-3400 and 400-4301-533-3400.
RECOMMENDATION: Waive the formal bidding process, and approve a Purchase Order to
Reed& Shows Meter Repair& Supply Company, Inc. in the amount of$10,900 to test the 32
large water meters and a sample test of ten 2-inch meters and provide resulting reports and
recommendations to the City.
ATTACHMENTS: None
4oREVIEWED BY CITY MANAGER: C-b... _:..________
ANI MI
FEBRUARY 28, 2000 COMMISSION MEETING
2 - L8- a0
• City of Atlantic Beach
City Commission Meeting
Staff Report
Agenda Item: Request to Increase Dutton Island Budget
Date: February 21, 2000
Submitted by: David E. Thompson,Director of Public Safety
Timmy Johnson, Parks and Recreation Director
Background:
Last week, Timmy Johnson and David Thompson met with
Jacksonville staff members to review Florida Inland Navigation
District(FIND) funding availability for the 2000-01 fiscal year.
Atlantic Beach has previously expressed its interest in obtaining
FIND money for the construction of Dutton Island.
After reviewing the current projects throughout the County, staff
believes that the City of Atlantic Beach can obtain $125,000 in FIND
funds for the construction of Dutton Island, and $36,000 for the
construction design and permits for a small fishing pier. Due to the
• nature of these projects, FIND will match funds dollar-for-dollar up to
the $125,000 requested(50%match).
The FIND application is due March 31, 2000,but the funding will not
be available until October 1, 2000.
1. Relative to the proposed construction, we currently have a budget
of$111,618 ($100,000 pledged from the City of Jacksonville),
$40,000 from JaxPort for the fresh water marsh creation, and
another $25,000 reimbursement from FIND for the design work.
This provides a total of$176,618 from which we must deduct the
__ current design costs of$44,002, for a balance of$132,616
available for matching FIND funds.
Atlantic Beach can probably obtain $125,000 of FIND funding for
construction, which will provide a total of$250,000 for
construction. This may allow for the construction of two
pavilions as well as expanding the comfort station to include a
few more amenities. With Commission approval, staff will
coordinate this with Landers-Atkins Planners, Inc. relative to the
construction plans.
The FIND funding is not available until October 1, 2000, so with
• the City Commission's approval, staff will request that
Jacksonville roll the$100,000 for Dutton Island construction into
the 2000-01 budget, and staff will prepare a FIND grant
application to include the recommendations above. The City of
Atlantic Beach will also make budgetary modifications to
accommodate these changes.
2. It appears as though there will also be another$36,000 of FIND
money available for designing and permitting a fishing pier. The
Dutton Island Master plan includes a small pier, but no planning
or action has been taken at this time to design one.
If the City Commission wishes to build one in the future,FIND
funds may be obtained in the 2000-01 budget to start the planning
process. However,the grant application for this funding is due
March 31, 2000. If the City Commission would like staff to
pursue this funding,then staff will prepare an appropriate FIND
grant application for$36,000 for design and permitting for a small
fishing pier on the island. The City of Atlantic Beach will need to
commit to a 50%match in the 2000-01 budget for this project,
which could conceivably be funded with convention development
tax money.
If the City Commission does not wish to pursue this project at this
time,then the funding may be obtained in future years.
111
Recommendations:
1. Authorize staff to alter the plans and make appropriate
notifications to:
a. Expand the comfort station and build two pavilions in 2000-
01 at a total expense for the construction on Dutton Island not
to exceed $250,000; and
b. Submit an application for a FIND grant for 50%of the
construction costs.
2. Authorize staff to request$36,000 in FIND funding for planning
and permitting a small fishing pier on Dutton Island.
For your information, with the City Commission approval, a resolution will be
necessary on the next agenda to approve the applications for FIND funding for these
projects.
Attachments:
Reviewed by City Manager:
• genda Item Number:
•
ATTACHMENT D
FEBRUARY 28, 1999 COMMISSION MEETING
z- 21- OD
• STAFF REPORT
CITY OF ATLANTIC BEACH
CITY STAFF REPORT
AGENDA ITEM: Additional Homestead Exemption for Senior Citizens
DATE: February 18, 2000
SUBMITTED BY: Jim Hanson ►
BACKGROUND: Florida law allows for ities to grant an additional Homestead
Exemption not to exceed $25,000 for people who have title
to, and live on, real estate and who are 65 years of age or
older with a household income not exceeding $20,000. The
City of Jacksonville adopted provisions allowing for this
additional Homestead Exemption in 1999. The exemption
does not apply to the City of Atlantic Beach millage. A
recent City of Jacksonville District III Newsletter from
Councilman Jerry Holland announced the new Homestead
Exemption but noted "the three beaches must now enact an
• ordinance that would complete the exemption in their area."
The City of Jacksonville Beach is currently considering such
an ordinance.
BUDGET: Fiscal impact on the City of Atlantic Beach of adoption of
such an ordinance would only be known after people have
time to file for the additional exemption and we receive the
tax digest information from Jacksonville. The value of this
$25,000 exemption applied to Atlantic Beach's millage equals
$93.03 per homeowner. We do not estimate that there would
be a large number of people in Atlantic Beach who would
qualify for this exemption.
RECOMMENDATION: The Mayor and Commission of the City of Atlantic Beach
should consider the adoption of the additional Homestead
Exemption as authorized by State law.
ATTACHMENTS: Memorandum from Nelson Van Liere, Finance Director,
dated February 17, 2000; City of Jacksonville Ordinance
IP 1999-897-A; City of Jacksonville District III Newsletter from
Councilman Jerry Holland dated January, 2000.
•
MEMORANDUM
Date: February 17, 2000
To:- Jim Hanson, City Manager
From: Nelson Van Liere, Finance Director
Subject: Additional Homestead Exemptionjor Senior Citizens
In response to your request for information regarding the additional homestead exemption, here
is a summary of what I have found.
Ordinance 199-897-E was enacted by the City Council of the City of Jacksonville on November
23, 1999.
The ordinance provides for an exemption to any person who has legal or equitable title to real
estate and who maintains thereon the permanent residence of the owner.
• Said person must be 65 or older and have household income not exceeding $20,000.
According to the Administrative Assistant to the Property Appraiser, Brenda Smith; this is not an
exemption to the City of Atlantic Beach millage.
The City can choose to pass a similar ordinance for the following tax year.
Jacksonville Beach currently has an ordinance being worked on by their City Attorney.
The financial impact on the City, according to Brenda Smith, would only been known for sure
when the DR-420 is given to the City. This is the certification of taxable which we use to set the
proposed millage with.
Also related to the financial impact is the belief that there are a very small number of people that
qualify for the exemption. Harry Royal of Jacksonville Beach was told that by last estimate they
had ten qualified individuals.
The Atlantic Beach Millage multiplied by $25,000 is $93.03
• Attached is a copy of the Jacksonville Ordinance.
u. 1J/uu llt. 10-U0 ria yU4 oiu PROPERII :irrRA/0tA0 urr
• a
Cxe:,..yti�E- d
OFFICE OF THE PROPERTY APPRAISER
OUVAL COUNTY, FLORIDA •
ER !!E MAST Pair::
PROPERTY APPRAISER FAX TRANSMISSION RECORD SUITE 270
271 EAST FORSYTH STREET
,�
DATE: o�//.� r0 d
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FAX : �— d /% •
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SENDER'S VOICE PHONE: ,6 /
SENDER'S FAX 0: 904/630-2922_
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•
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uz/lo uu lUt, 16:U9 fAl 9u-1 630 2922 PROPERTY APPRAISERS OFF Q002
' 0
Amended 11/23/99
1 Introducedby Council Members Holland, Alvarez, Brown, Carlucci,
1111 2
Carter. Chandler-Thompson, Daniels, Fu ii1wcv
d, Hipps; Holzendorf,
3 Jenkins, Lockett-Felder; Overton, Rav, Rutin, Self,
4 and Yates:
-. 5 •
b • ORDINANCE 1999-897-A
7 AN ORDINANCE AMENDING, IN PART, CHAPTER 780,
ORDINANCE
ORDINANCE C.ODL j PROVIDING FOR EX1:xt... Jr, OF COUNTY
Tntmnn AUTHORIZING
POWERS; AN ADDITIONAL HOMESTEAD •
10 -EYL'IPTION OF $25, 000. 00.; PpOV PROVIDING TF'T ST TD
r�Va• va. Y1SV�i LiJ'1 lT 111L�1 J111L
11 ' ADDTTTONAL HOMESTEAD EXEMPTION guars. BE •
12 AVAILABLE TO ANY PERSON WHO HAS LEGAL OR
13 EQUITABLE TITLE TO REAL ESTATE AND WHO MAINTAINS
14 THEREON THE PERMANENT RESIDENCE OF THE OWNER;
•15 PROVIDING THAT SAID PERSON HAS ATTAINED THE AGE
16 OF SIXTY-FIVE (651 YEARS:. PROVIDING THAT SAID
17 PERSON'S HOUSEHOLD INCOME DOLS NOT EXCEED
18 $9(1, 000; PROVIDING FOP. ADJTTCTMENTS; PROVIDING
19 DEFINITIONS, SPECIFYING THE TAXES TO WHICH THE
20 ADDITIONAL EXEMPTION APPLIES; ESTABLISHING
21 - ANNUAL FILING REQUIREMENTS; PROVIDING DIRECTIONS
22 TO THE COUNCIL SECRETARY; PROVIDING AN EFFECTIVE
23 DATE.
'7d
25 WHEREAC hrti r•l c 177T, Carti .,n 6 (f1 Fl. ; ,ate Co. st: t..t:
% �� / � ,�../ , v r 1 u4 V a1 J L y 1,,.4 41 V l a,
26 authorizes the State Leaislatiire to enact_ a general law allowing
27 local governments, for the purpose of their respective tax levies, to
1111
02ildiU0 ILE 1d:u9 FAS 904 630 2922 PROPERTY APPRAISERS OFF 003
IAmended 11/23/99
• 1 grant an additional homestead exemption; and
2 WHEREAS, said Constitutional Amendment
t✓rvvluCJ that thee
3 additional homestead exemption shall not exr_eP,i $25, 000; that it
4 would apply to persons having legal or equitable title to real estate
and whose permanent residence is maintained thereon; who are 65 years
5 old or older and whose household income does not exceed $20, 000; and
7 -5, the State Legislature enacted Chapter 99-341, Laws of
8 Florida, creating Section 19ti 075, Florida Statutes, implementing
9 Article VII, Section 6 (f) , Florida Const i r„r i nn, offo,.t; July 1,
10 1999; and
11 :.WHEREAS, the Council should provide for an additional homestead
i2 exemption within the provisions and limitations of Article VII,
1 -1 Section 6 (f) , Florida Constitution, Chapter 99-341, Laws of Florida,
14 and Section 196.075, Florida Statutes; and
41105 WHEREAS, said additional homestead , �• theexemption
should he
�.
16 form of an ordinance and should be filed with the Duval County
17 Property Appraiser no later than December 1, 1999, to be effective in
18 the 2000 tax year; now, therefore,
10 1 DE IT ORDAINED by the Council of the City of Jacksonville:
201 S.actic n 1. Chapter
rov, ordinance Code, is hereby amended,
71 1n par} to add PART follows:
v a new 3, to read as lO
22 AART 3 nnnTmIne .a wrsT.c.Am EA MPTICN
23 780 .3n1 . 7-ve_cise of county powers. This Part represents an
24 exercise of co my by the Council,
-1 powers pursuant to Section 3 . 01,
25 I City Charter. This hart shall apply throughout the entire re
_ gy..,.r{,.1
26 I services district; provided however, it shall apply only to taxes
27 levied by the City of Jacksonville throughout the general services
• - 2 -
U2/15/00 1UE 115:09 F.•U 904 1530 2922 PROPERTY APPRAISERS OFF 0 004
1 Amended 11/23/99
l I dic
st,-{ t
� "
2 _780 .302. Defi.._ti
o'"• Az usedin this part, file following I
3 terms shall have the following ng meanings
4 (a) Household means a person nr group of persons living
i' iiy
5 together in a room or group of rooms as a housing unit, but the tern;
6. does not include persons boarding in or renting a portion cf the
7 dwelling.
u (b) Household income means the adjusted gross income, as
9 defined in Section 62 of the United States Internal Revenue Code, of
10 all i ...�...L.,.. .. household.
•+ii i••�••••�c�o v Q
11 780.303. n��a.ti �l
homestead•.w:acstvod G►r_i,+pLivn authorized. Cvminencing
12 January 1r2000 and :n. :u+ijy thereafter,ci, j✓iirSuai3% to Article VII,
13 Section 6 (f) ; Florida Const; ru^ri nn and co,-t; ,n
- u 196, 075, Florida
14 Statutes, an additional homestead exemption of $25; QQQ is hereby
41115 authorized for any person who has the legal or equitable title to
16 real estate and maintains thereon the permanent residence of the
17 owner, who has attained the age of 65 and whose household income does
18 not exceed $20;000.
- 1c1 780.3.4 . Annualm adjustment to household 1ncOlZ12. Beginning
20 January 1, 2001 , the $90, 000 household income limitation shall he
21 adjusted annually, on January 1, by the percentage change in the
22 average cost-of-living index in the period January 1 through December
23 .31 of the immediate prior year compared to the same period for the
24 year prior to that. The index is the average of the monthly
25 consumer-price-index figures for the stated 12-month period, relative
26 t/1 the Unie.a Sta
t4 whole, by
I - v �� ,ms a :•,aaViG, issued the United States
27 I Department of Labor.
• - 3 -
uu /Lt 10:1U riS 904 dau 292.2 PROPERTY APPRAISERS OFF 441005
Amended 11/23/99
1 780.305. Annual filing of household income statement. Any
2 taxpayer ciaiizting the additional homestead exemption must submit i
3 annually, not later than March 1 of each
year, to the Property
4 sworn sta 2menaof household
ousetold income. Such Statement
5 shall be on a fnrm and under rules ..,- bed the
Florida
�
Y bed by �.liG l 1 V 1111 a
6 • Department of Revenue.
7 Section 2. The Council Secretary is hereby di rect-r_rd to
8 deliver a true and correct certified copy of this ordinance to the
9 Property Appraiser as soon as practicable, but in no event later than
10 December 1, 1999.
ii Section 3. This ordinance shall become effective upon
12 signature by the Mayor or upon becoming effective without the Mayor' s
13 signal ur`e. 1
la
Form Approved;
16 / 0 i
17 \mac. ,, V � _
18 Office o (General Counsel
19 Legislation prepared by Neill W. McArthur, Jr.
2n nrnnr_ i,/,..r. G:\eh2 er_lrcr_rc C�•r urC Tvo�Co'.'.ii�^ur
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21
22
23 Ii
LY
•_
• 4 -
UL/1J/ UU lLG 10:10 9U-1 630 2922 PRUPERTT APPRAISERS OFF 41006
•
ORDINANCE 1999-897-E
• • CERTIFICATE OF AUTHENTICATION r
• ENAC I bD BY THE COUNCIL
NOVEMBER 23, 1999
al y 0
;2"
-ibringA)
ULMJ=1Z SOUD
COUNCIL PRESIDENT
ATTEST: NOV 3 0 899
APPROVED:31) k)./YArzi•-) / / • •
BEVERLY S. Pit*4EN, CMC
COUNCIL SEC.'S I ARY • JOHN DELAN . MAYOR
• ®e- �' C OF OROVIANCT.
t = / "WWI WI VW d!a aeaN aid Po�apoing la a tom Ofd'arm! --
\<=1/11F44,
B copy.vr Oi DtNANCH ;111--q11-C matted ear CIS
6 Cnindl of loco City of Jack anvils, Flettcfa, And • mr s-:.+.�r
copy of a Cenifinats of A nnentfosnen •.';ting gismo. .tech
Clearance eMc:Nme .ffectivs At trio tiros yid'n'15a mannas aft faetA
•
in'aid Ordinance.
•
••
mar-rzss 'w u•u•• C$ c.':9 Sbai vi the C y w
Jecksenvele,Fianeta.Ude 3 Inv of ,-n 0 Ger b er
is q q .
•
•
•
•• •
u_,1a, uu tbr. lb:1u rA.1 9u3 tiJu 2922 PROPERTI' APPRAISERS OFF 4007
•
DR 501SC
•
I Sworn Statement Of Adjusted Gross income of Household and Return I N. 12/99
IL Senior Citizen Exemption For Persons Age 65 and Over
• — Section 196.075 (4)(d), Florida Statutes Application Year
This statement and return must be completed annually and signed Ly applicants for the`Exemption for Persons.6.5 and
over, Section 196.075, Florida-Statutes. This statement and return must be filed with the property aooraiser on or before
March 1st. .
Folio:
Name:
Address: .
-Part A: Names of all persons residing in housing unit comprising homestead (excluding renters and boarders) for which
exemption is requested. Complete for all members living in your household. (For additional parties please attach a
...Imre,.en•erete eh.....1
u•c CC&.1
. NaM° C....:..1 Does Person
W\I��l Security Fiie Federal Adjusted
Date of EIrit: Number Income Tax Return? Gross income' •
Total Adjusted Gross Income for all Household members $
"NOTE: If a person does not file an IRS return, he/she must complete and attach Part E of this form.
Part 6: '
j No, I (we) do not file a Federal Income Tax Return Form 1040. 1 (we) agree to submit Social Security Statement
SSA 1099) by June 1;and I (we) attach IRS Form 4506. Request for Copy or Transcript of Tax Form, to prove household
ili_
Il,embeis are not required to file tax return with iRS. Complete Part E, Statement of Income, for all members living in your
household. (Attach additional sheet for each household member.)
Part C:
r 1 Yes,I(we)file Federal Inw,rne Tax Return Form , Wage� l•• � •..Form 1040aeries.�(we)agree to submit a copy of Form i uwu and the VYa e
and Earnings Statement (W-2 Form) by June 1.,Attach prior year federal income tax return(s) and wage and income
Statement(s) (W-2) for all persons lietori above Prior year's IRS 1040 Formshould submitted 1 f__
r be by May I for prompt
consideration and no further documentation will be accepted after June 1.
Part D: • •
I hereby authorize the Property Appraiser's Office to obtain information from utility companies and other sources
-- necessary to determine my continuing eligibility for the exemption(s) applied for. NOTE: If all information is riot received by
June 1st, your application will not be processed.
I hereby certify that I am at least 65 years of age as of January 1 of the year for which this exemption is applied,(attach
proof of age)and that the total prior year adjusted gross income of all persons living in the household on January 1 of the year
for which this exemption is applied does not exceed $20,000. (See reverse side of form for definitions.)
I hereby make application for the exemptipns indicated and affirm that I do qualify for same under Florida Statutes_
I am a permanent resident of the State of Florida and I own and occupy the property described above.I understand that section
1915.131(2), Florida Statutes provides that any person who knowingly and willfully gives false information for the purpose of
claiming homestead exemption is guilty of a misdemeanor of the first degree, punishable by a term of imprisonment not
exceeding I year or a fine not exceeding $5,000 or both. Further, under penalties of perjury, I declare that 1 have read the
foregoing application and Statement of Adjusted Gross income and the facts in it are true and correct
nppticant's Signature Phone Number Date
U.4/10, uu lt,t 10:11 r.-Li. JU-i b,u z922 PROPERTY APPRAISERS OFF 4008
Part E:
Worksheet for persons who nave not filed IAS Form 1040. DR 5019D
N. 12/99
NOTE. If a person's income is below the filing thresholds for the IRS and the person does not file an income fax return list
40 the person's income in this part. If a person intends to take deductions from gross income, file Form 1040 and complete
part C; enter adjusted gross income in part A. Complete additional Part E of form for each erson w
income tax return. P ho does not file
•Earned $
ed Income - _ , '
Investment Income $ Veterans Administration Benefits $
Income from Retirement Plans $
Capital Gains or(Loses) $
Income from Pensions $
.. Interest Income $ Income from Trust Funds
Rents $ $
Other (specify) $
Royalties : $
Dividends $
Annuities $
Social Security Benefits $
Total Income for this Household Member Who does not File a Federal income Tax Return $
Instructions:
In order to qualify for an additional homestead exemption of up$25,000 for persons age 65 years or older, the 'Household
Income" (cumulative"adjusted gross income") of all persons living in the home cannot exceed$20,000. (See reverse side
or definitions.) This exemption applies only to the property taxes levied by the taxing authority granting the exemption.
Definition:Section 196.075,Florida Statutes Additional homestead exemption for persons
65 and older. --As used on this application, the terms:
(a) "Household" means a person or group of persons living together in a.room or
group of rooms as a housing unit,but the term does not include persons boarding in or renting _ •
4110 . a portion of the dwelling. .
(b)"Household income"means the adjusted gross•income,as defined ins.62 of the
United States Internal Revenue Code, of all members of a_household, (This is the amount
reported on IRS Form 1040, line 33.) • •
.
(Examples of supporting documentation includes,rental receipts,pension statements,annuity statements,income statements,
interest statements,and any Wage and Earnings Statements;Form W series forms,Form 1099 series forms,Form 1042 series
forms. Form 1065 series forms, Social Security Benefits Worksheets, etc., and/or Form 4506, or any other documentation
supporting the applicant's household income.)NOTE:Income documentation of all persons living in the household should
be submitted before May 1 for prompt consideration. No documentation can be accepted after June 1,
According to the I.R.S..a person cannot file Form 1040EZ if he/she has taxable social security.benefits,and the person must
file either Form 1040 or Form 1040A. if you have social security benefits, according to I.R.S. if you are:
Single: If your combined benefits and other income are$25000 to$34,000,then 50 percent of your benefits are taxable. If your
combined benefits and other income are$34,000 or more,then up to 85 percent of your benefits plus formula amounts are taxable.
Married filing jointly: if your combined benefits and other income arc$32000 to$44,000,then 50 percent of your benefits are
taxable. Enter 50 percent of'your benefits on line 20. If your combined benefits and other income are$44,000 or more, up to
85 percent of your benefits Pius formula amounts are taxable.
NOTE: According to the I.R.S., social security benefits include monthly survivor and disability benefits.They do not
include supplemental security (SSI) payments, which are not taxable.
NOTE: Disclosure of your social security number is not mandatory in order to receive this exemption if it was provided to
the property appraiser to receive the regular homestead exemption. Disclosure of your social security number is manda-
ry for the regular homestead exemption. It is required by section 196.011(1), Florida Statutes. If you have not already
40
vided your social securityto the property N ry app raiser it should be provided now. The social security number will
e used to verify taxpayer identity information, homestead exemption information submitted to property appraisers, and
intangible tax information submitted to the Department of Revenue.
,.,-3.,..,,,,___,
70. .)- 0 -„„ City/4,, ..• -, of Jacksonville
• 'Q ,
f /�,... - Y . •
_ � District 3
Newsletter from Coanciln'_ ,, , ..3.,a Ji rry Holland ,� -- - 'V , k t A-4=.r7sima y,2000
Homestead Exemption .
- �` Commitment to
On November 23..• service is what
d . 4. .,• 7: motivates Jerry
rif
he Jacksonville City Council passed an � t �'=� W. _ r r� Holland to serve on
• �
ordinance that would give an additional " _ ,„h :. The City Council. A
$25,000 per year exemption for longtime resident of
homeowners that are 65 years or older and have an Jacksonville, he was
income of less than $20,000 per year. The elected in the spring of
ordinance, which was introduced by Councilman 1999 and quickly
Jerry Holland of District 3, was a step toward assumed an active role
providing relief for the senior citizens of on the Council. He is
Jacksonville. The savings amounted to the Council Floor Leader, serves as the Vice Chair
approximately $270 per year for seniors living in of the Transportation, Environment and Energy
Duval County. The three beaches now must enact
. an ordinance that would complete the exemption in Committee and is a member of the Finance and
Urban Affairs committees. He was also chosen by
their area. the Council President to serve on the Northeast
Florida Regional Planning Council and to act as
the Council's liaison to the Duval County School
Board.
Facility at Jacksonville Beach '
he Association of Retarded Citizens now has a new facility at Jacksonville Beach. Councilman
- Jerry Holland worked with Kathy Jackson,the Director for the St.Johns Association of Retarded
1 Citizens,to obtain funding to renovate a building in Jacksonville Beach. The City of Jacksonville
contributed $17,550 with $5,000 coming from the Handicapped Parking Trust Fund. This offers the first
opportunity for the City of Jacksonville to aid in providing a facility of this sort in Jacksonville Beach. The
program will offer a chance for the participants to learn the necessary social skills to help them become as
self-sufficient as possible. The facility is licensed for up to 40 people. Kathy Jackson does not anticipate
having to wait too long to be filled to capacity. According to Ms.Jackson there are about 200 people on the
ARC in Duval County's waiting list.
Boys and Girls Club
he Boys and Girls Club at the Beaches will get a new roof thanks to the efforts of Councilman
• Jerry Holland and the City of Jacksonville Beach. Councilman Holland will match the City's
contribution of$11,000 to repair the roof before any damage can be done to the gymnasium floor.
In a letter to Councilman Holland from Mayor Bob Marsden,he stated that the repairs to the roof had been
delayed to the point of threatening the usefulness of the facility. The Jacksonville City Council passed the
ordinance to appropriate the money on December 14, 1999.