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37-97 ORDINANCE NO. 37-97 AN ORDINANCE OF THE CITY COMMISSION OF THE CITY OF DELRAY BEACH, FLORIDA, AMENDING CHAPTER 50, "UTILITIES GENERALLY; PUBLIC SERVICE TAX", SUBHEADING "PUBLIC SERVICE TAX", OF THE CODE OF ORDINANCES OF THE CITY OF DELRAY BEACH, BY AMENDING SECTION 50.15, "LEVY OF TAX", TO INCREASE THE UTILITY TAX FOR THE PURPOSE OF FUNDING THE CITY'S BEAUTIFICATION PROGRAM; PROVIDING A GENERAL REPEALER CLAUSE, A SAVING CLAUSE, AND AN EFFECTIVE DATE. WHEREAS, the Beautification Fund was established for the purpose of financing capital and operating expenses incurred in projects for the beautification of the public rights-of-way within the City and the maintenance of such beautification projects; and WHEREAS, the City's Beautification Program is funded through the levy of a utility tax; and WHEREAS, the City Commission has determined that it is necessary and appropriate to increase the utility tax to insure adequate funding of the Beautification Fund. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF DELRAY BEACH, FLORIDA, AS FOLLOWS: Section 1. That Title V, "Public Works", Chapter 50, "Utilities Generally; Public Service Tax", Subheading "Public Service Tax", Section 50.15, Levy of Tax", of the Code of Ordinances of the City of Delray Beach, be, and the same is hereby amended to read as follows: Section 50.15 LEVY OF TAX. (A) Electricity and Gas. (1) (a) The City hereby levies a tax on the purchase of electricity and metered or bottled gas (natural liquefied petroleum gas or manufactured). The tax shall be levied only upon purchases within the City in the amount of ~/~ 8.7% of the payments received by the seller of the taxable item from the purchaser for the purchase of metered or bottled gas (natural liquefied petroleum gas or manufactured), and in the amount of 9/~ 9.7% of the payments received by the seller of the taxable item from the purchaser for the purchase of electricity. (b) For each residential dwelling unit, the first 90 kilowatt hours of electricity purchased each month for residential use shall be exempt from the tax levied by this subsection. (c) This tax shall not be applied against any fuel adjustment charge, and such charge shall be separately stated on each bill. The term "FUEL ADJUSTMENT CHARGE" means all increases in the cost of utility services to the ultimate consumer resulting from an increase in the cost of fuel to the utility subsequent to October 1, 1973. (d) This tax shall in every case be paid by the purchaser, for the use of the City, to the seller of such electricity or gas at the time of paying the charges therefor to the seller thereof, but not less often than monthly. (2) To the extent such sums are not otherwise required to meet current or future utility tax certificate bond covenants, and/or debt service on same, that portion of the revenues attributable to the increase in the tax from 7.5% to ~/~ 8.7% shall be transferred monthly to the City of Delray Beach Beautification Program, to be used for capital and operating expenses incurred in projects for the beautification of the public rights-of-way within the City and the maintenance of such beautification projects. Any revenues transferred to such Fund in excess of Fund expenditures in any fiscal year shall be retained and reappropriated in the Fund in the next fiscal year, such use being subject to the prior lien enjoyed by the holders of outstanding and future parity obligations of the City secured by the utility services tax of the city. (3) Services competitive with those enumerated in division (A) (1) above or in division (B) shall be taxed on a comparable base at the same rates. However, because this City imposes a tax which is less than the maximum rate of 10% allowable by F.S. Section 166.231(1), the maximum tax on fuel oil shall bear the same proportion to $.04 per gallon which the tax rate of ~/~ 8.7% levied under division (A) (1) (a) bears to the maximum rate of 10% allowable by F.S. Section 166.231(1). (4) The purchase of natural gas or fuel oil by a public or private utility, either for resale or for use as fuel in the generation of electricity, or the purchase of fuel oil or kerosene for use as an aircraft engine fuel or propellant or for use ~n internal combustion engines is exempt from taxation hereunder. - 2 - Ord. No. 37-97 (5) The City hereby exempts from taxation hereunder the purchase of the taxable items by the United States Government, this state, or any other public body as defined in F.S. Section 1.01 and shall exempt purchases by any recognized church in this state for use exclusively for church purposes. (6) The tax authorized hereunder shall be collected by the seller of the taxable item from the purchaser at the time of the payment for such service. The seller shall remit the taxes collected to the City in the manner prescribed by this subchapter. (7) The City shall notify in writing any known seller of items taxable hereunder of any change in the boundaries of the city or in the rate of taxation. All qualifying businesses, as defined in F.S. Section 212.08(15) located within the City's enterprise zones shall be exempt from the payment of 50% of the City tax on the purchase of electricity, as permitted by F.S. Section 166.231(8). (B) Telecommunications Services. (1) Definitions. For purposes of this division (B), the following definitions shall apply: (a) "PURCHASE." Every act or transaction whereby possession or utilization of, or control over taxable telecommunications services become vested in the purchaser within the City for which payment is made pursuant to a duty and obligation therefor. However, such term shall not pertain to, nor include any such act or transaction when undertaken or performed by an agency or instrumentality of the United States Government, the State of Florida, the county, a municipality, or a recognized church in the state if used exclusively for church purposes; nor shall such term apply to purchases of local telephone service or other telecommunication service for use in the conduct of a telecommunications service for hire or otherwise for resale. (b) "PURCHASER." Every person legally liable for the payment of taxable telecommunication services rendered to him by a seller, unless such person is an agency or instrumentality of the United States Government, the State of Florida, the county, a municipality, or a recognized church in this state using taxable telecommunication services exclusively for church purposes, or a purchaser of local telephone service or other telecommunication services for use in the conduct of a telecommunication service for hire or otherwise for resale. - 3 - Ord. No. 37-97 (c) "PURCHASE WITHIN THE CITY." A purchase is within the City if the communication originates or terminates within the City and is billed to a purchaser, telephone or telephone number, or telecommunications number or device within the City. (d) "SE~." Every person rendering taxable telecommunications services to any purchaser thereof. (e) ,,TAXABLE TELECOMMUNICATION SERVICES." Purchases within the City of telecommunication services which originate and terminate in this state. However, if the location of origination and termination of telecommunication service cannot be determined, the taxable telecommunication service shall be the total amount billed to a telephone or telephone number, telecommunication number or device, or a customer's billing address located within the City. Such taxable telecommunication services shall not include public telephone charges collected on site, charges for any foreign exchange service or any private line service except when such services are used or sold as a substitute for any telephone company switch service or dedicated facility by which a telephone company provides a communication path, access charges, and any customer access line charges paid to a local telephone company. Purchases within the City of telecommunication services as defined in F.S. Section 203.012(5) (b) shall be taxed only on the monthly recurring customer service charges, excluding variable usage charges. (F.S. Section 166.231(9) (a) (2)) (2) Levy of Tax. There is hereby levied and imposed by the City, upon every purchase in the City of taxable communications and services and competitive services, a public service tax which shall be determined as follows: (a) The tax shall be levied only upon purchases within the City in the amount of seven percent (7%) of the payments received by the seller of the taxable telecommunications services from the purchaser for the purchase of such service within the City. Services competitive with those enumerated above shall be taxed on a comparable base at the same rates. (b) When the seller, in accordance with its rules and regulations, renders a bill to the purchaser to cover purchases made during the period of time to which the bill is applicable, the amount of public service tax shall be exclusive of governmental charges and taxes shown on such purchases for the total amount. - 4 - Ord. No. 37-97 (c) The seller is required and it shall be his duty to render to the purchaser bills covering all such purchases made. The amount of such public utility tax shall be entered and shown by the seller as a separate item on each such bill and shall become due and payable to the City whenever the bill becomes due and payable under the rules and regulations of the seller, provided and to the extent that such bills are subsequently paid. (d) The purchaser is required and it shall be his duty to pay such public utility tax to the seller as agent for the City at the time of the payment of each such bill. The seller is hereby authorized and required and it shall be his duty to collect such public utility tax from the purchaser at the time of the payment of each bill and to remit the same to the Finance Department of the City in accordance with the provisions hereinafter stated. (3) Exemptions. Purchases of the taxable telecommunications services by the United States Government, the State of Florida, the county, a municipality, any recognized church in this state if used exclusively for church purposes, and purchases of local telephone service or other telecommunication service for use in the conduct of a telecommunication service for hire or otherwise for resale are exempt from taxation under the terms of this division (B). (4) Seller Compensation. For the purpose of compensating the seller of taxable telecommunications services, such seller shall be allowed one percent (1%) of the amount of the tax collected for such taxable telecommunication services and due to the City in the form of a deduction from the amount collected for remittance. The deduction is allowed as compensation for the keeping of records, collection of the tax, and remitting the tax. (5) Remittance of Tax to the City by Seller. Every seller is hereby required to execute and file not later than the twentieth day of each calendar month of the year at the office of the Finance Department of the City a statement setting forth the amount of the public utility tax on taxable telecommunication services to which the City became entitled under the provisions hereof an account of bills paid by purchasers during the preceding fiscal month, and contemporaneously with the filing of such statements, shall pay the amount of such public utility tax on taxable telecommunications services to the Finance Department of the City. - 5 - Ord. No. 37-97 (6) Records to be Kept. Every seller is hereby required to establish and maintain appropriate accounts and records of the tax herein imposed as prescribed and required by the Federal Communications Commission and the Public Service Commission. The City may audit the records of any provider of telecommunications service taxable by the City; each such provider shall provide to the City, upon sixty (60) days' written notice, access to all applicable records for such telecommunications service. In an audit, the telecommunications service provider shall be liable only for its taxable accounts collected corresponding to the information provided to it by the municipality. However, notwithstanding the provisions of F.S. Section 119.14, any information received by the City in connection with such an audit shall be confidential and not subject to the provisions of F.S. Section 119.07(1). This exemption is subject to the Open Government Sunset Review Act in accordance with F.S. Section 119.14 (7) Beautification Program. That portion of the revenues which would have been attributable to any increase from 7.5% to ~/~ 8.7% in the utility tax on local telephone service previously provided in division (A) of this section shall be earmarked and transferred monthly to the City Beautification Program, to be utilized for the purposes set forth in division (A) (2) of this section. (8) The City shall provide to a telecommunications service provider who is responsible for collecting the tax, upon its request, a printed alphabetical listing of all street names, including block numbers and street numbers for streets which cross or form city boundaries within the City for use by the provider of the telecommunications service in calculating the proper amount of tax payable to the City. The City shall be responsible for updating this listing as changes occur and providing this information to the telecommunications service provider. The provider, in turn, shall be responsible for charging the tax only to service and billing addresses contained in this listing. The City shall be entitled to collect a fee not to exceed the actual cost of providing the information to the telecommunications service provider requesting it. Section 2. That all ordinances or parts of ordinances in conflict herewith be, and the same are hereby repealed. - 6 - Ord. No. 37-97 Section 3. That should any section or provision of this ordinance or any portion thereof, any paragraph, sentence, or word be declared by a court of competent jurisdiction to be invalid, such decision shall not affect the validity of the remainder hereof as a whole or part thereof other than the part declared to be invalid. Section 4. That this ordinance shall become effective on ~ril 1, 1998. PASSED AND ~OPTED in regular session on second and final reading on this the 23rd day of Se.~te~er. , 1997. ATTEST: First Reading Septe~er 9, 1997 Second Reading Septe~er 23, 1997 - 7 - Ord. No. 37-97 .Florida Department of Revenue TIP Tax Information Publication 1997 NEW REPORTS FOR MUNICIPAL PUBLIC SERVICE TAXES (MPST) First Report Due September 1, 1997 Municipalities and charter counties must begin letting.the Florida. Department of Revenue knoTM about the levy and change or repeal of municipal public service taxes (for information regarding MPST, see sections 166.231 and 166.232, Florida Statutes). The reporting requirement that became law in 1997 i'-'"~s desi~ensure that the correct municipal public service tax information be available to interested parties. The reporting requirement does not apply to any taxes levied on services, other than telecommunication service, provided by the municipality, or a separate utility authority, board, or commission of the municipality or charter county. As to telecommunication service, each municipality and charter county must report all information regardless of who furnishes the telecommunication service. The first report, due September 1, 1997, is to supply current data. Subsequent reports are to be provided to the Department at least 120 days prior to the effective date of a change to the tax rate. NOTE: tax rate changes may take effect only on January 1, April 1, July 1, or October 1. Changes to information about the local government contact person should be provided as changes occur. Each municipality and charter county must complete Form DR-700001 (Municipal Public Service Tax Database Report) and submit it to the Department. A copy of the form is enclosed. Information to be provided on this form includes: 1) the service taxed (e.g., telecommunication, electricity, natural gas, liquefied petroleum gas, manufactured gas, water, and fuel oil); 2) tax rate; 3) the effective date of the tax rate change or repeal; and, 4) the name, mailing address, and telephone number of a contact person designated to respond to inquiries concerning each tax. MPST information may be accessed through the Department's intern et website at "http://fcn. state.fl, us/dor/revenue, html" or requested by writing the Florida Department of Revenue, Inter-Governmental Relations, 5050 West Tennessee Street, Tallahassee, FL 32399-0100. A fee nmy be required for information supplied in response to a written request. FOR MORE INFORMATION We provide this information to help you understand the requirements of Florida laws and administrative rules. The Department of Revenue will have the information that is provided by the municipalities and charter counties available through the Department's internet website at" http://fcn.state.fl.us/dor/revenue.html'. For more information regarding reporting requirements, call Inter-Governmental Relations, Monday-Friday, 8 a.m. to 5 p.m., ET, at 850-921-4418 or write to the Florida Department of Revenue, Inter-C, overnmentai Relations, 5050 West Tennessee Street, TaHahassee, FL 32399- 0100. Hearing or speech impaired persons should call our TDD at 1-800-367-8331 or 850-922-1115. STATUTE CITATION: s. 166.233, F.S. /__ '~ FLORIDA GOVERNMENT FINANCE OFFICERS ASSOCIATION, INC. - '~. Since 1937 Post Office Box 10270 · 201 West Park Avenue · Tailahassee, FL 32302-2270 Telephone (904)488-4559 · FAX (904)488-0132 1997.98 OFFICERS President WILLIAM r. t'NDEUWOOD. ,I. COrO August 13, 1997 Director of Admin. Services and Finance City of Stuart 121 $.W. Flagler Avenue Stuart, FL 34994-2172 (56,) 288.53~0 Dear FGFOA Member: ~esidem-Elect MARGARET 1... SIMMONS, CPA Finance Directo~ City of Clearwater P.O. Box 4748 Recently there have been significant changes to the administration of the municipal Clearwater. FL 34618-4748 (81~, 562.4~8 utility tax There _are several .very important e!ements regarding the new legislation S~crc~,yrrreas .... that require your immediate attention. Please find attached a summary of this JIMMOYE. CGFO legislation, which gives details on how it affects municipalities and/or charter counties Chief Deputy Comptroller Orange County Comptroller whoimpose this tax. The first of the upcoming deadlines is October 1, 1997, so please P.O. Box 38 Ortan~o. FL 32802 be sure to give this issue your prompt attention. {'407) 836-5695 Immcdiate Past President U~RVL.. ~)^v~s If ~e FGFOA can be of any assistance to you in this matter, please feel free to contact Internal Audit Director city o~O,~o the administrative offices at (850) 4884559 400 Soufl~ Orange Avenue Orlando. FL 32801 (407) 246-2678 muEcrou, s Sincerely, STEVEN J. CARR, CGFO Alachua Count),- CCC P.O. Box 939 Gainesville, FL 32602 DEUORA. D. ~IUAU~ William F. Underwood, II Director of BOCC Accounting H.,s~rough Coun,y CCC President, Florida Government Finance Officers Association P.O. Box I110 Tanma. FL 33601-11 IO (813) 276-8100 x 7678 GIBSON E. MITCHELL, CGFO Finance Director City of Sarasota 1565 1' Street Sarasota, FL 34236 {'941 ) 954-4185 MERVYN C, TIMBERLAKE, Jr. Fioancial Services Director City of Boca Raton 201 W. Palmetto Park Rd. Boca Raton, FL 33432 (561) 393-7729 JULIE A. WEATHERHOLTZ, CPA, CGFO Finance Director City of Winter Park 4OI South Park Avenue Winter Park, FL 32789 (407) 599-338 I ELBERT E. WRAIN$ Dffector of Finance/Management Services City of Oak{and Park Oakland Park, FL 33334 (954) 561-6260 AU0 I 9 1997 MICHAEL MADDEN ' Director of Administrative Seswices URGENT INFORMATION REGARDING MUNICIPAL UTILITY TAX On Mgy 29, t997, legislation affecting the Public Service Tax (commonly referred to as the Utility Tax) became law as Chapter 97-233, Laws of Florida. This legislation directly affects many areas of the utility tax contained in section 166.231, F.S., with significant changes to the tax on telecommunication services. While there are numerous changes and requirements in this legislation, the following identifies those areas which require immediate attention by any municipality or charter county who imposes this tax (taxing jurisdiction) on any taxable service whether its on electricity, gas, water, and/or telephone/telecommunications. The most immediate requirement calls for each taxing jurisdiction to notify the Florida Department of Revenue (DOR) that they have levied this tax, specify which services are taxed. While the legislation specifies that such notification must be made by September 1, the DOR has delayed this requirement until October 1, 1997. This notification is requested to be provided on a DOR form, which is included with this correspondence. The next important date is January 1, 1998. By this date, each taxing jurisdiction must develop their address listings in a very specific format in order for the various utility and telecommunication companies to be held accountable for their collection of utility taxes. The effective date of the new address listings will be July 1, 1998. All address listings currently on file with each company will remain in effect until July 1, 1998. The new legislation requireS the following address components: (a) a list containing each street name, known street name aliases, street address number ranges, applicable directionals, and zip codes associated with each street name, for all street addresses located within the taxing jurisdiction. If a range of addresses within the taxing jurisdiction consist only of odd or even street numbers, the list must specify whether the street numbers are odd or even. The list must be in alphabetical order, except that numbered streets must be in numerical sequence; (b) Another list must contain each postal zip code and all the city names associated with all zip codes assigned to areas located entirely within the taxing jurisdiction, including zip codes assigned to post office boxes (drawers, caller services, etc.); and (c) a sequential list containing all post office box (drawer, caller service, etc.) number ranges and the city names and zip codes associated therewith, for all post office boxes (drawers, caller services, etc.) located within the taxing jurisdiction, except that post office boxes (drawers, caller services, etc.) with postal zip codes entirely within the taxing jurisdiction which are included on the list identified in (b) need not be duplicated. As address listings within a taxing jurisdiction require updates/corrections over time, the jurisdiction must notify all applicable companies at least 60 days prior to the beginning of a calendar quarter (January 1, April 1, etc.) for the company to be required to collect the tax. If such notice occurs with less than 60 days prior to the beginning of a calendar quarter, the company will not be responsible for collecting the tax until the beginning of the next calendar quarter. Important: The seller is only responsible for collecting the tax from those addresses contained in the lists which include all of the required elements specified in the law. You must do it correctly or the seller is not liable!!! The effective date of any ordinance either imposing/repealing the utility tax, changing the rate of the tax, or converting from the 10 percent option on local telephone service to the 7 percent option on telecommunication services (or vice versa) can only occur on January 1, April 1, July 1, and October 1. This legislation contains a variety of other changes. Some of these include: filing due date is now tied to the State's sales tax and gross receipts tax (on or before the 20th day of the month); tax remittance forms may be determined by the seller, but must contain certain basic information; statute of limitations for refunds and credits are reduced tothree years; interest and penalties are specifically authorized and capped, but authorizing language must be included in your ordinance; religious exemptions have been modified; substantial changes to audits have been added; and contingency-based audits are no longer allowed:' Based on the number and the types of changes to this tax, most taxing jurisdictions will also find it necessary to amend their utility tax ordinance in order for it to conform to the new law. For additional information on this subject, please contact Ken Small with the Florida League.of.~i~iesrat 413-0329. AU6:1 9 1997 MEMORANDUM TO: Joe Safford, Finance Director FROM: Alison MacGregor Harry, City Clerk~I[k~ SUBJECT: Ordinance No. 37-97 (Utility Tax Increase) DATE: September 29, 1997 Attached for your use and information is an executed copy of Ordinance No. 37-97 increasing the utility tax for the purpose of adequately funding the beautification program. Please note the effective date of the ordinance is April 1, 1998. Ordinance No. 37-97 was passed and adopted on second and final reading by the City Commission in regular session on September 23, 1997. AMH/m Attachment cc: Milena Walinski, Assistant Finance Director Becky O'Connor, Treasurer Barbara Schooler, UTB Manager MEMORANDUM TO: MAYOR AND CITY COMMISSIONERS FROM: ~CITY Mg~AGER SUBJECT: AGENDA ITEM #~ - REGULAR MEETING OF SEPTEMBER 23, 1997 ORDINANCE NO. 37-97 (UTILITY TAX) DATE: SEPTEMBER 17, 1997 This is second reading and a public hearing for Ordinance No. 37-97 which amends Chapter 50, "Utilities Generally; Public Service Tax", of the City Code by increasing the utility tax. This is pursuant to direction from the Commission at the August 5th regular meeting. A copy of the minutes is attached. The increase (two-tenths of one percent) is necessary to insure adequate funding of the Beautification Fund. We recently learned that the 1997 Legislature amended the enabling legislation for the Public Service Tax to only allow rate changes on October 1, January 1, April 1 and July 1; and then require 120 days notice to the State Department of Revenue prior to implementing any rate change. Therefore, this rate increase will not become effective until April 1, 1998. Recommend approval of Ordinance No. 37-97 on second and final reading. ref:agmemoll MEMORANDUM TO: MAYOR AND CITY COMMISSIONERS FROM: CITY MANAGER~ SUBJECT: AGENDA ITEM #/~.- REGULAR MEETING OF SEPTEMBER 9, 1997 ORDINANCE NO. 37-97 (UTILITY TAX) DATE: SEPTEMBER 5, 1997 This is first reading for Ordinance No. 37-97 which amends Chapter 50, "Utilities Generally; Public Service Tax", of the City Code by increasing the utility tax. This is pursuant to direction from the Commission at the August 5th regular meeting. A copy of the minutes is attached. The increase (two-tenths of one percent) is necessary to insure adequate funding of the Beautification Fund. We recently learned that the 1997 Legislature amended the enabling legislation for the Public Service Tax to only allow rate changes on October 1, January 1, April 1 and July 1; and then require 120 days notice to the State Department of Revenue prior to implementing any rate change. Therefore, this rate increase will not become effective until April 1, 1998. Recommend approval of Ordinance No. 37-97 on first reading. If passed, a public hearing will be scheduled for September 23, 1997. ref:agmemoll The City Attorney stated that as of July 31, 1997, the total amount of the liens and accrued interest is $1,646.50. The offer to satisfy all the existing liens on the property at this time is $1,000.00. Mayor Alperin stated that the Commission has been consistent in the past about not accepting less than what is owed unless the property was being turned over for a municipal purpose such as an affordable housing project. Mr. Egan moved to deny the offer to satisfy liens against property at 123 N.W. 10th Avenue, seconded by Mr. Ran- dolph. Upon roll call the Commission voted as follows: Mr. Egan - Yes; Mr. Ellingsworth - Yes; Mr. Randolph - Yes; Mayor Alperin - Yes. Said motion passed with a 4 to 0 vote. Mr. Scb_midt stepped back up to the dais. 9.E. REQUEST FOR FUNDING/CENTER FOR EMPLOYMENT TRAINING: Consider a request from The Center for Employment Training for funding of Delray Beach residents seeking to enroll in the CET training program. The City Manager stated that this request was received because of some delays in the Center for Employment Training getting other funding. From what we have been able to learn, CET seems to be a very effective organization but this particular type of program is something the City has not been involved in in the past plus this is not the best time in the budget year to be requesting funding. He noted that the Center for Employment Training does have some other funding that looks as if it could be made available, so at this time the staff recommendation is that the funding request be denied. The Center has submitted a request for a grant from the City out of the FY 1998 budget which will be considered through the normal budget process. Mr. Ellingsworth moved to approve the staff recommenda- tion that the funding request be denied, seconded by Mr. Egan. Upon roll call the Commission voted as follows: Mr. Ellingsworth - Yes; Mr. Randolph - Yes; Mayor Alperin - Yes; Mr. Schmidt - Yes; Mr. Egan Yes. Said motion passed with a 5 to 0 vote. 9.F. FY 1998 BEAUTIFICATION FUND BUDGET: Consider alterna- tive proposals for balancing the Beautification Fund. The City Manager stated that it has been mentioned to the Commission over the past few years that the Beautification Fund would eventually run out of money. There are several areas (Atlantic Avenue east of the Intracoastal Waterway, the 1-95 sound barrier wall, Lake Ida Road) where at some point in the course of the next year the one year contractual maintenance will end and the City will have to assume maintenance responsibility. Based on estimates of these additional costs, the Beautification Fund as presented in the proposed PY 98 budget shows a deficit of 8 8/05/97 about $100,000. To deal with this problem, the City Manager had presented three options. The first option is to shift enough areas to the General Fund to balance the Beautification Fund and cover the cost by cutting back other General Fund programs. This means that maintenance would essentially be paid for out of property taxes and we would have to find another $100,000 to cut out of the General Fund. A second option is to shift enough areas to the General Fund to balance the Beautification Fund and direct Parks and Recreation to do the best they can with the resources they have. The City Manager felt that this option would result in rapid deterioration in the appearance of many public areas of the city. The Parks Maintenance staff already has difficulty keeping up with their workload. The third option and the one recommended by the City Manager is that the Commis- sion consider increasing the utility tax by two-tenths of one percent (from 9.5% to 9.7%) and adding that to the Beautification Trust Fund so that the Trust Fund would be getting 1.2% instead of just 1%. The bond issue for the initial beautification is about ten years old so there are about ten more years before that would be paid off. At the time it is paid off, it is probable the utility tax could be reduced some. It is growing on an annual basis as the City grows and hopefully that growth would keep pace with cost increases over the years. Another option is to let the Fund run a deficit this year but that just postpones the problem. In terms of how this increase would affect the public, for someone who has an average electric bill of $300 per month, it would cost them an extra 60 cents a month. Mr. Randolph stated that he feels the City needs to look closely at future beautification projects to ensure that sufficient funding will be available for maintenance. The Parks and Recreation crews are trying very hard to keep up with all of the maintenance, but there are some areas that need closer attention if they are going to be maintained properly. Mr. Randolph stated he would support option #3, the utility tax increase, if it will get us to where we can keep the City looking good. It was the consensus of the Commission to support option #3, the utility tax increase. The City Manager stated that the appropriate ordinance to amend the utility tax would be brought back as part of the budget package. 9.G. FY 1998 GENERAL FUND BUDGET/STATUS REPORT. The City Manager gave the following status report. The budget is balanced. It has set aside in it $150,000 for the Commission to deal with the requests from the Library, Old School Square and Pineapple Grove. One possibility is for both Old School Square and Pineapple Grove to receive the full amount requested, $60,000 and $30,000 respectively, with the remaining $60,000 going to the Library which would increase their budget by ten percent. He noted that he had provided to the Commission an analysis of the Library budget and what they propose to do with -9- 8/05/97 arum. ia #.w~ I~ Av,~,, P,~* Boc__a Rat~ N~s, F~y ~tem~r 12, A.NUE, ,PP~TELY I, ~, F~ ~ENDt~ SEC* , ~N; TM 4.4. ff, ~JXED IN~STRIA~ ~IK ~P ~ ~L~Y BEACH, ~ ~RC~A~ (MIC) Di~ ~1~ W; ~IDING ~, ~ THE ~ND ~VELOF. ~NERAL RE~ER C~USE, A ~ REGU~I~S ~ THE CiTY ~VIK C~, ~D ~N ~ ~Y BEACH, BY ~EN~ T~.- ~ THE I~E~D GL ~ THE ~JCT: ~NDtNG S~KEC- ~ ~E ~ THE Cl~ ~ T~ ~B), ~INCIP~ USES MI~ ~ ~E Cr~ ~ ~L~Y ~T~ USES AND ~UC- ~ ~T~, ~ THE C~E ~ ~, TO GIFY ~ ~DI~ ~ THE CITY OF ~ ~AB~E USES WITHIN ~L~Y ~Cfl, BY ~NDBNG ~ MIXED IN~ST~IAL AND ~ Jl.~ ~FINIT~, TG ~RCIAL DISTRICT; ~OVl~ ~l~ ~ ~ I~U$~ ~ A GENERAL RE~ALER ~ED ~R~ GENER. ~, A ~VING C~USE, KND ~Y ~TED ~ ~ ~EACH ~ ~FECTIVE DATEr ~1~ AND ~ ~ STATE ~D ~ ~ ~E FULLY M~ ~ ~REIg, U PART ~ J~IClF~ B~CH; ~ ~gCE ~ THE CITY C~ I~ A ~VI~ C~U~, A GENER- ~ ~ THE Cl~ ~ ~LR&Y ~ ~E~ER C~USE, AND ~ FLORr~, ~NDING EFFE~IVE ~TE. ~ER ~, ~TE~, ~ THE ~ ~ ~DINA~ES OF THE Cl~ ~ ~L~Y BEACH, BY ~ING SE~ION ~, ~ATER Ag ~DI~NCE ~ THE CITY C~ ~, $UBSECTI~ ~.~ ~B~, TO ~ ~ THE Cl~ ~ ~LR~Y ~ FOR I~RE~ED RESI. ~H, F~I~, ~NDING ~ ~RESIDENTIAL AND ~R ~, ~PLOYE~ I~TI~ ~TES F~ FY ~1 CI~ ~D BENEFITS', ~* ~OVIDI~ A ~NERAL RE- ~ETIR~NT ~, ~ ~R C~USE, A ~VING ~ ~ ~DINANCES OF THE ~, ~D AN EFFE~IVE C)~ ~ DELRAY B~CH, FLORF ~. ~ BY ~NDING SECTION ~IR~ENT I~; BASIS, I~ SUBSECTI~ (A) ~ ~ID SEC- ~ ~DI~NCE OF THE CITY C~- T~, ~L RETIR~NT IN. MI~ OF THE CiTY OF ~LRAY ~, TO ~1~ ~AT THE ~, FL~I~, ~ENDING ~L F~ ~ ~ENEFIT FOR C~ER ~, ~NITARY SEWERS", PARTICIPANTS W~ ARE NOT ~ THE C~E OF ~OIN~CES OF ~RIED AT THE TI~ ~ RE- THE CI~ OF ~LRAY BEACH, BY ~R~NT I$ A SIDLE LIFE ~GE5; ~E~LE SEWER (C) ~ ~ID SECTI~, ~I~ILITY ~: ~CU~TION OF SEWER R~IR~NT ~D R~IR~NT ~G~ SUBSECTI~ D.I~ I~, TO R~ (O), TO PROVI~ F~ INCR~ED ~ITATI~S ~ DI~BILI~ BEN* ~NTIAL AND GRESIDEN* ~1~; ~ENDIK ~ECTI~ ~ ~; PROVIDIHG A GENER- ~1~, TO ~FORM TO RE. ~ ~EPE~E~ C~USE, A ~VING ~T C~E~ IN ~, AND ~ EFFECTIVE ~W; ~NDING SECTI~ ~, ~. ~T~L R~R~NT ~ AND ~I~IMUM BENE- ~~ F~, TO ~R~FY THE ~MEFIT PAYABLE ~ ~ULTIPLE ' ~ ~INANCE OF THE CITY C~ ~EMEFICI~$ ~ A ~1~ ~ THE CITY OF ~LRAY PANT; PE~IDI~ A ~, FLORI~ ~ENDING ~E; ~lDl~ AN EFFEC- ~R ~, ~B~E AND TI~TE. ~, ~ THE ~ ~ ~DI- ~E$ OF THE CI~ O~ DELRAY ~ ~ ~ ~ ff ~ ~ ~ BY ~NDING $ECTI~ ~ ~ ~1 ~ ~ ~ ~y M ~EGU~R ~RGES LEV. ~ C~ ~ ~ ~ IE~, TO PR~I~ FOR IN- ~ ~ ~ ~ ~is ~iflg, ' ~O RESI~NTIAL SERVICE, ~ ~ Mil ~ I ~ ~ Fy~I~; PR~IDINGSERVICE RATESA GENER-FOR ~.-,,~ ~y~M ~ ~t~yi ~ ~E~LER ~USE, A ~VING ~ ~ ~ ~ ~ ~1 , AND AN EFFECTIVE M M ~. ~ C~ ~ ~ ~ Cl~ ~ ~Y ~CH ' ~ ~ THE Cf~ ~ ~L~Y C~ ~ FL~rD~ ~NOI~ ~NG ~l~ J~ ~EVY ~ T~, TO INCR~E ~E UTILI. ~ THE CI~ ~T~ ~; ~lBl~ ~ ~ eE~R C~USE, A TI~ ~TE, l~, FLORI~, REZ~I~ AND P~ ~gO ~E~NTLY Section 50.03(H) (H) In the event that any developed unserved residential customer shall fail to make payment under the deferred payment plan when such payment is due, the city, upon eighteen (18) days' prior written notice, shall have the right to terminate water service in accordance with Sec. 52.51. (Ord. No. 152-88, passed 11/22/88) PUBLIC SERVICE TAX Section 50.15 LEVY OF TAX. (A) Electricity and Gas. (1) (a) The City hereby levies a tax on the purchase of electricity and metered or bottled gas (natural liquefied petroleum gas or manufactured). The tax shall be..~vied only upon purchases within the City in the amount off'J% of the ~^ payments, v received by the seller of the taxable item from the purchaser for the purchase of metered or bottled gas (natural liquefied petroleum gas or manufactured), and in the amount of 9.5% of the payments received by the seller of the taxable item from the purchaser for the purchase of electricity. (Am. Ord. No. 44-92, passed 9/22/92) (b) For each residential dwelling unit, the first 90 kilowatt hours of electricity purchased each month for residential use shall be exempt from the tax levied by this subsection. (Am. Ord. No. 44~92, passed 9/22/92) (c) This tax shall not be applied against any fuel adjustment charge, and such charge shall be separately stated on each bill. The term "FUEL ADJUSTMENT CHARGE" means all increases in the cost of utility services to the ultimate consumer resulting from an increase in the cost of fuel to the utility subsequent to October 1, 1973. (d) This tax shall in every case be paid by the purchaser, for the use of the City, to the seller of such electricity or gas at the time of paying the charges therefor to the seller thereof, but not less often than monthly. Section 50.15(A)(2) (2) To the extent such sums are not otherwise required to meet current or future utility tax certificate bond covenants, and/or debt service on same, that portion of the~Trevenues attributable to the increase in the tax from 7.5% to-8~5~ shall be transferred monthly to the City of Delray Beach Beautification Program, to be used for capital and operating expenses incurred in projects for the beautification of the public rights-of-way within the City and the maintenance of such beautification projects. Any revenues transferred to such Fund in excess of Fund expenditures in any fiscal year shall be retained and reappropriated in the Fund in the next fiscal year, such use being subject to the prior lien enjoyed by the holders of outstanding and future parity obligations of the City secured by the utility services tax of the city. (3) Services competitive with those enumerated in division (A)(1) above or in division (B) shall be taxed on a comparable base at the same rates. However, because this City imposes a tax which is less than the maximum rate of 10% allowable by F.S. Section 166.231(1), the maximum tax on fuel oil shall ~e~e same proportion to $.04 per gallon which the tax rate o~,Sr~g%~evied under division (A)(1)(a)bears to the maximum rate of~tO~ allowable by F.S. Section 166.231(1). (4) The purchase of natural gas or fuel oil by a public or private utility, either for resale or for use as fuel in the generation of electricity, or the purchase of fuel oil or kerosene for use as an aircraft engine fuel or propellant or for use in internal combustion engines is exempt from taxation hereunder. (5) The City hereby exempts from taxation hereunder the purchase of the taxable items by the United States Government, this state, or any other public body as defined in F.S. Section 1.01 and shall exempt purchases by any recognized church in this state for use exclusively for'church purposes. ('80 Code, Sections 25-30, 25-31) (6) The tax authorized hereunder shall be collected by the seller of the taxable item from the purchaser at the time of the payment for such service. The seller shall remit the taxes collected to the City in the manner prescribed by this subchapter. (7) The City shall notify in writing any known seller of items taxable hereunder of any change in the boundaries of the city or in the rate of taxation. All qualifying businesses, as defined in F.S. Section 212.08(15) located within the City's enterprise zones shall be exempt from the payment of 50% of the City tax on the purchase of electricity, as permitted by F.S. Section 166.231(8). (Ord. No. 49-86, passed 8/12/86) V.6 Section 50.1§(B) (B) Telecommunications Services. (1) Definitions. For purposes of this division (B), the following definitions shall apply: (a) "PURCHASE." Every act or transaction whereby possession or utilization of, or control over taxable telecommunications services become vested in the purchaser within the City for which payment is made pursuant to a duty and obligation therefor. However, such term shall not pertain to, nor include any such act or transaction when undertaken or performed by an agency or instrumentality of the United States Government, the State of Florida, the county, a municipality, or a recognized church in the state if used exclusively for church purposes; nor shall such term apply to purchases of local telephone service or other telecommunication service for use in the conduct of a telecommunications service for hire or otherwise for resale. (b) "PURCHASER." Every person legally liable for the payment of taxable telecommunication services rendered to him by a seller, unless such person is an agency or instrumentality of the United States Government, the State of Florida, the county, a municipality, or a recognized church in this state using taxable telecommunication services exclusively for church purposes, or a purchaser of local telephone service or other telecommunication services for use in the conduct of a telecommunication service for hire or otherwise for resale. (c) "PURCHASE WITHIN THE CITY." A purchase is within the City if the communication originates or terminates within the City and is billed to a purchaser, telephone or telephone number, or telecommunications number or device within the City. (d) "SELLER." Every person rendering taxable telecommunications services to any purchaser thereof. V.7 Section §0.15(B)(1)(e) (e) "TAXABL~ TELECOMMUNICATION SERVICES." Purchases within the City of telecommunication services which originate and terminate in this state. However, if the location of origination and termination of telecommunication service cannot be determined, the taxable telecommunication service shall be the total amount billed to a telephone or telephone number, telecommunication number or device, or a customer's billing address located within the City. Such taxable telecommunication services shall not include public telephone charges collected on site, charges for any foreign exchange service or any private line service except when such services are used or sold as a substitute for any telephone company switch service or dedicated facility by which a telephone company provides a communication path, access charges, and any customer access line charges paid to a local telephone company. Purchases within the City of telecommunication services as defined in F.S. Section 203.012(5)(b) shall be taxed only on the monthly recurring customer service charges, excluding variable usage charges. (F.S. Section 166.231(9)(a)(2)) (2) Levy of Tax. There is hereby levied and imposed by the City, upon every purchase in the City of taxable communications and services and competitive services, a public service tax which shall be determined as follows: (a) The tax shall be levied only upon purchases within the City in the amount of seven percent (7%) of the payments received by the seller of the taxable telecommunications services from the purchaser for the purchase of such service within the City. Services competitive with those enumerated above shall be taxed on a comparable base at the same rates. (b) When the seller, in accordance with its rules and regulations, renders a bill to the purchaser to cover purchases made during the period of time to which the bill is applicable, the amount of public service tax shall be exclusive of governmental charges and taxes shown on such purchases for the total amount. (c) The seller is required and it shall be his duty to render to the purchaser bills covering all such purchases made. The amount of such public utility tax shall be entered and shown by the seller as a separate item on each such bill and shall become due and payable to the City whenever the bill becomes due and payable under the rules and regulations of the seller, provided and to the extent that such bills are subsequently paid. V.8 Section 50.15(B)(2)(d) (d) The purchaser is required and it shall be his duty to pay such public utility tax to the seller as agent for the City at the time of the payment of each such bill. The seller is hereby authorized and required and it shall be his duty to collect such public utility tax from the purchaser at the time of the payment of each bill and to remit the same to the Finance Department of the City in accordance with the provisions hereinafter stated. (3) Exemptions. Purchases of the taxable telecommunications services by the United States Government, the State of Florida, the county, a municipality, any recognized church in this state if used exclusively for church purposes, and purchases of local telephone service or other telecommunication service for use in the conduct of a telecommunication service for hire or otherwise for resale are exempt from taxation under the terms of this division (B). ('80 Code, Sections 25-30, 25-31) (4) Seller Compensation. For the purpose of compensating the seller of taxable telecommunications services, such seller shall be allowed one percent (1%) of the amount of the tax collected for such taxable telecommunication services and due to the City in the form of a deduction from the amount collected for remittance. The deduction is allowed as compensation for the keeping of records, collection of the tax, and remitting the tax. (5) Remittance of Tax to the City by Seller. Every seller is hereby required to execute and file not later than the twentieth day of each calendar month of the year at the office of the Finance Department of the City a statement setting forth the amount of the public utility tax on taxable telecommunication services to which the City became entitled under the provisions hereof an account of bills paid by purchasers during the preceding fiscal month, and contemporaneously with the filing of such statements, shall pay the amount of such public utility tax on taxable telecommunications services to the Finance Department of the City. V.9 Section 50.15(B)(6) (6) Records to be Kept. Every seller is hereby required to establish and maintain appropriate accounts and records of the tax herein imposed as prescribed and required by the Federal Communications Commission and the Public Service Commission. The City may audit the records of any provider of telecommunications service taxable by the City; each such provider shall provide to the City, upon sixty (60) days' written notice, access to all applicable records for such telecommunications service. In an audit, the telecommunications service provider shall be liable only for its taxable accounts collected corresponding to the information provided to it by the municipality. However, notwithstanding the provisions of F.S. Section 119.14, any information received by the City in connection with such an audit shall be confidential and not subject to the provisions of F.S. Section 119.07(1). This exemption is subject to the Open Government Sunset Review Act in accordance with F.S. Section 119.14 (7) Beautification Program. That portion of the revenues_which would have been attributable to any increase from 7.5% toN'~-~_5% in the utility tax on local telephone service previously provided in division (A) of this section shall be earmarked and transferred monthly to the City Beautification Program, to be utilized for the purposes set forth in division (A)(2) of this section. (8) The City shall provide to a telecommunications service provider who is responsible for collecting the tax, upon its request, a printed alphabetical listing of all street names, including block numbers and street numbers for streets which cross or form city boundaries within the City for use by the provider of the telecommunications service in calculating the proper amount of tax payable to the City. The City shall be responsible for updating this listing as changes occur and providing this information to the telecommunications service provider. The provider, in turn, shall be responsible for charging the tax only to service and billing addresses contained in this listing. The City shall be entitled to collect a fee not to exceed the actual cost of providing the information to the telecommunications service provider requesting it. (F.S. Section 166.231) ('80 Code, Sec. 25-23) (Ord. No. 57-82, passed 9/14/82; Am. Ord. No. 64-86, passed 10/14/86; Am. Ord. No. 161-86, passed 12/30/86; Am. Ord. No. 1-87, passed 1/20/87) V. lO Section 50.16 Section 50.16 WHEN SALE IN CIT~ DEEMED MADE. For the purpose of this subchapter, a sale shall be determined to be made in the City in every instance where electricity or bottled gas (natural or manufactured) is delivered to a purchaser residing within the City, regardless of whether the residence or business or headquarters of the seller is located within the City or elsewhere. With respect to telecommunication service, a sale within the City is defined by Sec. 50.15(B)(1). ('80 Code, Sec. 25-24) Section 50.17 SELLER TO COLLECT. (A) It shall be the duty of every seller of electricity, bottled gas (natural or manufactured), or telecommunication service to collect from the purchaser, for the use of the City, the tax hereby levied, at the time of collecting the selling price charged for each transaction, and to report and pay over, on or before the fifteenth day of each calendar month, to the Finance Department of the City, all such taxes levied and collected during the preceding calendar month. It shall be unlawful for any seller to collect the price of any sale of electricity, bottled gas (natural or manufactured), or telecommunication service without at the same time collecting the tax hereby levied in respect to such sale or sales. (B) Any seller failing to collect such tax at the time of collecting the price of any sale shall be liable to the City for the amount of such tax in like manner as if the same had been actually paid to the seller, and the Mayor shall cause to be brought all suits and actions and shall take all proceedings in the name of the City as may be necessary for the recovery of such tax; however, the seller shall not be liable for the payment of such tax upon uncollected bills. (C) If any purchaser shall fail, neglect, or refuse to pay to the seller, the seller's charge, and the tax hereby imposed and as hereby required, on account of the sale for which such charge is made, or either, the seller shall have and is hereby vested with the right, power, and authority immediately to discontinue further service to such purchaser until the tax and the seller's bill have been paid in full. ('80 Code, Sec. 25-26) V.l! Section 50.18 Section 50.18 RECORDS REOUIRED: RIGHT TO INSPECT. (A) Each and every seller of electricity and bottled gas (natural or manufactured) shall keep complete records showing all sales in the City of such commodities or service, which records shall show the price charged upon each sale, the date thereof, and the date of payment therefor. The records shall be kept open for inspection by duly-authorized agents of the City during business hours on all business days, and such agents shall have the right, power, and authority to make transcripts thereof during such times as they may desire. ('80 Code, Sec. 25-27) (B) As to telecommunications service, see Sec. 50.15(B)(6). Section 50.~9 MONTHLY RETURNS P~EOUIRED; COMPUTATION. (A) In addition to making records available as set forth in Sec. 50.18, every seller is hereby required to execute and file not later than the twentieth day of each month, at the Finance Department of the City, a sworn statement on a form prescribed by the City setting forth the amount of tax to which the City became entitled under the provisions of this subchapter on account of bills paid by purchasers during the preceding fiscal month, and contemporaneously with the filing of the statement shall pay the amount of such tax to which the City is entitled to the Finance Department of the City to be deposited to the credit of such funds of the City and to be utilized for such purposes as the Commission may prescribe by ordinance or resolution. ('80 Code, Sec. 25-28) (B) In all cases where the seller of electricity, bottled gas (natural or manufactured), or telecommunications service collects the price thereof at monthly periods, the tax hereby levied may be computed on the aggregate amount of sales during such period, provided that the amount of tax to be collected shall be the nearest whole cent to the amount computed. ('80 Code, Sec. 25-29) V.12