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02-17-09 Item 2dTo: City Commission CITY OF SOUTH MIAMI INTER - OFFICE MEMORANDUM Date: February 11, 2009 U_ From: Eve A. Boutsis Re: Utility Use of ROW regarding AT &T Box Office of the City Attorney Copy: W. Ajibola Balogun City Manager J) Issue: What are the regulations relating to utilities? Are cable companies considered a utility? Do cable companies have to pay franchise fees? Short answer: Utilities are regulated by state, which preempts local (municipal) control over all utilities, which are to be treated uniformly. As such, the City receives a percentage payment from the state as a revenue sharing "tax" for the use of the City's rights -of -way for all utilities. Under state law, cable companies are considered a utility. Shortly after passage of the franchise agreement with the existing vendor, the cable industry lobbied for and obtained a change is state law, precluding future franchise agreements with local municipalities. To make the process uniform, cable companies pay a fee to state, which is distributed to the various municipalities. The City has been preempted from requiring franchises or regulating cable companies, except as provided specifically under state law. Analysis: . Section 337.401, Florida Statutes entitled "Use of right-of-way for utilities subject to regulation; permit; fees: states in relevant part: local government has police power control over public rights -of -way. However, in that control, local governments, pursuant to subsection (3)(a) of the state law, requires non - discriminatory, uniform use of all rights of way by all utilities. Cable is a subcomponent (subsumed in the definition of communication services, see 202.24, Florida Statutes). As such, local government can control utilities for safety reasons, but, otherwise, have to provide uniform access for boxes, cables, lines, etc., for all utilities. The State also created the Florida Communications Service Tax, found at Chapter 202, relevant provisions of which are cited below, to create a uniform system of compensation to local government for the use of their rights -of -way by utilities. These laws created a state regulated tax and fee system for all utilities, centralizing enforcement and regulation through the state, and distributing percentage revenues to the various local governments. The state law precludes local government from charging additional fees, permits, or costs, unless specifically provided under Chapter 202, Florida Statutes. Section 337.401 and Chapter 202, Florida Statutes are cross referenced and are meant to work together. The Communications Services Tax Simplification Law includes cable service and communication services (as it can include video, voice, date, audio, or other information signals. See definition in 202.11, Florida Statutes. Moreover, the definition of Communications Services, specifically includes cable services. Section 337.401, as you will see from the provisions listed below, encompasses the powers and authority of Chapter 202. Based upon the foregoing, the City of South Miami, like all other local governments, must treat all utilities equally, and a cable company is now considered a utility for the purposes of state law. The only control the City may have is a finding that the location for a utility is a danger, which needs to be documented and supported, to require removal or relocation of utility lines, etc. Finally, late 2007, the State legislature, after vigorous lobbying from the cable /communications industry, created the Consumer Choice Act of 2007, which basically took away local regulation and local franchises from local governments. The cable industry argued that each city, each local government placed its own local rules, franchise fee requirements, and other demands. This was costly to the cable company and passed through to the consumer, as a local fee charge. As such, the state created Section 610.113, Florida Statutes, requiring all cable companies to register with state and a pass - through fee /tax would be provided to each local government, based upon a state formula for cable revenue. Atlantic Broadband had executed its agreement with the City prior to the enactment of the state law. Also please see attached AT &T letter, confirming AT &T's analysis of same, basically synopsizing what I have said herein. Below are the relevant sections of the state laws in question: Section 337.401, Florida Statutes, Use of right-of-way for utilities subject to regulation; permit; fees: (1) The department and local governmental entities, referred to in ss. 337.401- 337.404 as the "authority," that have jurisdiction and control of public roads or publicly owned rail corridors are authorized to prescribe and enforce reasonable rules or regulations with reference to the placing and maintaining along, across, or on any road or publicly owned rail corridors under their respective jurisdictions any electric transmission, telephone, telegraph, or other communications services lines; pole lines; poles; railways; ditches; sewers; water, heat, or gas mains; pipelines; fences; gasoline tanks and pumps; or other structures referred to in this section as the "utility." (3) (a) Because of the unique circumstances applicable to providers of communications services, including, but not limited to, the circumstances described in paragraph (e) and the fact that federal and state law require the nondiscriminatory treatment of providers of telecommunications services, and because of the desire to promote competition among providers of communications services, it is the intent of the Legislature that municipalities and counties treat providers of communications services in a nondiscriminatory and competitively neutral manner when imposing rules or regulations governing the placement or maintenance of communications facilities in the public roads or rights -of -way. Rules or regulations imposed by a municipality or county relating to providers of communications services placing or maintaining communications facilities in its roads or rights -of -way must be generally applicable to all providers of communications services and, notwithstanding any other law, maynot require a provider of communications services to apply for or enter into an individual license, franchise, or other agreement with the municipality or county as a condition of placing or maintaining communications facilities in its roads or rights -of -way. In addition to other reasonable rules or regulations that a municipality or county may adopt relating to the placement or maintenance of communications facilities in its roads or rights -of -way under this subsection, a municipality or county may require a provider of communications services that places or seeks to place facilities in its roads or rights -of -way to register with the municipality or county and to provide the name of the registrant; the name, address, and telephone number of a contact person for the registrant; the number of the registrant's current certificate of authorization issued by the Florida Public Service Commission, the Federal Communications Commission, or the Department of State; and proof of insurance or self-insuring status adequate to defend and cover claims. (b) Registration described in paragraph (a) does not establish a right to place or maintain, or priority for the placement or maintenance of, a communications facility in roads or rights -of -way of a municipality or county. Each municipality and county retains the authority to regulate and manage municipal and county roads or rights -of- way in exercising its police power. Any rules or regulations adopted by a municipality or county which govern the occupation of its roads or rights -of -way by providers of communications services must be related to the placement or maintenance of facilities in such roads or rights -of -way, must be reasonable and nondiscriminatory, and may include only those matters necessary to manage the roads or rights -of -way of the municipality or county. (e) The authority of municipalities and counties to require franchise fees from providers of communications services, with respect to the provision of communications services, is specifically preempted by the state because of unique circumstances applicable to providers of communications services when compared to other utilities occupying municipal or county roads or rights -of -way. Providers of communications services may provide similar services in a manner that requires the placement of facilities in municipal or county roads or rights -of -way or in a manner that does not require the placement of facilities in such roads or rights -of -way. Although similar communications services may be provided by different means, the state desires to treat providers of communications services in a nondiscriminatory manner and to have the taxes, franchise fees, and other fees paid by providers of communications services be competitively neutral. Municipalities and counties retain all existing authority, if any; to collect franchise fees from users or occupants of municipal or county roads or rights -of -way other than providers of communications services, and the provisions of this subsection shall have no effect upon this authority. The provisions of this subsection do not restrict the authority, if any, of municipalities or counties or other governmental entities to receive reasonable rental fees based on fair market value for the use of public lands and buildings on property outside the public roads or rights -of -way for the placement of communications antennas and towers. (f) Except as expressly allowed or authorized by general law and except for the rights -of -way permit fees subject to paragraph (c), a municipality or county may not levy on a provider of communications services a tax, fee, or other charge or imposition for operating as a provider of communications services within the jurisdiction of the municipality or county which is in any way related to using its roads or rights -of -way. A municipality or county may not require or solicit in -kind compensation, except as otherwise provided in s. 202.24(2)(c)8. or s. 610.109. Nothing in this paragraph shall impair any ordinance or agreement in effect on May 22, 1998, or any voluntary agreement entered into subsequent to that date, which provides for or allows in -kind compensation by a telecommunications company. (g) A municipality or county may not use its authority over the placement of facilities in its roads and rights -of way as a basis for asserting or exercising regulatory control over a provider of communications services regarding matters within the exclusive jurisdiction of the Florida Public Service Commission or the Federal Communications Commission, including, but not limited to, the operations, systems, qualifications, services, service quality, service territory, and prices of a provider of communications services. (h) A provider of communications services that has obtained permission to occupy the roads or rights -of -way of an incorporated municipality pursuant to s. 362.01 or that is otherwise lawfully occupying the roads or rights -of -way of a municipality shall not be required to obtain consent to continue such lawful occupation of those roads or rights -of -way; however, nothing in this paragraph shall be interpreted to limit the power of a municipality to adopt or enforce reasonable rules or regulations as provided in this section. (i) Except as expressly provided in this section, this section does not modify the authority of municipalities and counties to levy the tax authorized in chapter 202 or the duties of providers of communications services under ss. 337.402- 337.404. This section does not apply to building permits, pole attachments, or private roads, private easements, and private rights -of -way. § 202.24. Limitations on local taxes and fees imposed on dealers of communications services (1) The authority of a public body to require taxes, fees, charges, or other impositions from dealers of communications services for occupying its roads and rights -of -way is specifically preempted by the state because ofunique circumstances applicable to communications services dealers. Communications services may be provided by certain dealers of communications services in a manner that requires the use of public roads or rights -of -way while similar communications services may be provided by other dealers of communications services in a manner that does not require the use of public roads or rights -of -way. Although similar communications services may be provided by different means, the state seeks to treat dealers of communications services in a nondiscriminatory and competitively neutral manner. (2) (a) Except as provided in paragraph (c), each public body is prohibited from: 1. Levying on or collecting from dealers or purchasers ofcommunications services any tax, charge, fee, or other imposition on or with respect to the provision or purchase of communications services. 2. Requiring any dealer of communications services to enter into or extend the term of a franchise or other agreement that requires the payment of a tax, charge, fee, or other imposition. 3. Adopting or enforcing any provision of any ordinance or agreement to the extent that such provision obligates a dealer of communications services to charge, collect, or pay to the public body a tax, charge, fee, or other imposition. Municipalities and counties may not negotiate those terms and conditions related to franchise fees or the definition of gross revenues or other definitions or methodologies related to the payment or assessment of franchise fees on providers of cable or video services. (b) For purposes of this subsection, a tax, charge, fee, or other imposition includes any amount or in -kind payment of property or services which is required by ordinance or agreement to be paid or furnished to a public body by or through a dealer of communications services in its capacity as a dealer of communications services, regardless of whether such amount or in -kind payment of property or services is: 1. Designated as a sales tax, excise tax, subscriber charge, franchise fee, user fee, privilege fee, occupancy fee, rental fee, license fee, pole fee, tower fee, .base- station fee, or other tax or fee; 2. Measured by the amounts charged or received for services, regardless of whether such amount is permitted or required to be separately stated on the customer's bill, by the type or amount of equipment or facilities deployed, or by other means; or 3. Intended as compensation for the use of public roads or rights -of -way, for the right to conduct business, or for other purposes. (c) This subsection does not apply to: 1. Local communications services taxes levied under this chapter. 2. Ad valorem taxes levied pursuant to chapter 200. 3. Business taxes levied under chapter 205. 4. "911" service charges levied under chapter 365. 5. Amounts charged for the rental or other use of property owned by a public body which is not in the public rights -of -way to a dealer of communications services for any purpose, including, but not limited to, the placement or attachment of equipment used in the provision of communications services. 6. Permit fees of general applicability which are not related to placing or maintaining facilities in or on public roads or rights -of -way. 7. Permit fees related to placing or maintaining facilities in or on public roads or rights -of -way pursuant to s. 337.401. § 202.105. Legislative findings and intent (1) It is declared to be a specific legislative finding that the creation of this chapter fulfills important state interests by reforming the tax laws to provide a fair, efficient, and uniform method for taxing communications services sold in this state. This chapter is essential to the continued economic vitality of this increasingly important industry because it restructures state and local taxes and fees to account for the impact of federal legislation, industry deregulation, and the convergence of service offerings that is now taking place among providers. This chapter promotes the increased competition that accompanies deregulation by embracing a competitively neutral tax policy that will free consumers to choose a provider based on tax- neutral considerations. This chapter further spurs new competition by simplifying an extremely complicated state and local tax and fee system. Simplification will lower the cost of collecting taxes and fees, increase service availability, and place downward pressure on price. Newfound administrative efficiency is demonstrated by a reduction in the number of returns that a provider must file each month. By restructuring separate taxes and fees into a revenue - neutral communications services tax centrally administered by the department, this chapter will ensure that the growth of the industry is unimpaired by excessive governmental regulation. The tax imposed pursuant to this chapter is a replacement for taxes and fees previously imposed and is not a new tax. The taxes imposed and administered pursuant to this chapter are of general application and are imposed in a uniform, consistent, and nondiscriminatory manner. § 202.11. Definitions As used in this chapter: (1) "Cable service" means the transmission of video, audio, or other programming service to purchasers, and the purchaser interaction, if any, required for the selection or use of any such programming service, regardless of whether the programming is transmitted over facilities owned or operated by the cable service provider or over facilities owned or operated by one or more other dealers of communications services. The term includes point -to -point and point -to- multipoint distribution services by which programming is transmitted or broadcast by microwave or other equipment directly to the purchaser's premises, but does not include direct -to -home satellite service. The term includes basic, extended, premium, pay - per -view, digital, and music services. (2) "Communications services" means the transmission, conveyance, or routing of voice, data, audio, video, or any other information or signals, including cable services, to a point, or between or among points, by or through any electronic, radio, satellite, cable, optical, microwave, or other medium or method now in existence or hereafter devised, regardless of the protocol used for such transmission or conveyance. The term includes such transmission, conveyance, or routing in which computer processing applications are used to act on the form, code, or protocol of the content for purposes of transmission, conveyance, or routing without regard to whether such service is referred to as voice - over - Internet - protocol services or is classified by the Federal Communications Commission as enhanced or value - added. (24) "Video service" has the same meaning as that provided in s. 610.103. § 610.113. Nondiscrimination by municipality or county (1) A municipality or county shall allow a certificate holder to install, construct, and maintain a network within a public right -of -way and shall provide a certificate holder with comparable, nondiscriminatory, and competitively neutral access to the public right -of -way in accordance with the provisions ofs. 337.401. All use ofa public right - of -way by a certificate holder is nonexclusive. (2) A municipality or county may not discriminate against a certificate holder regarding: (a) The authorization or placement of a network in a public right -of -way; (b) Access to a building or other property; or (c) Utility pole attachment terms and conditions. . , vow Sharon tt. Liebman ��✓` 5enipr AttOfnrley Legot Deportment February 9, 2009 Eve A. Boutsis ; Office of the City Attorney City of South Miami Nagin Gallop Figueredo, P.A. 18001 Old Cutler Road, Suite 556 Palmetto Bay, FL 33157 AT &T Florida T: 305.347.5570 150 West Flagler Street F: 305.375.0209 Suite 1910 sharon.liebman @att.com Miami, Fl 33130 Re: City of South Miami — Inquiries to AT &T Florida Dear Ms. Boutsis: This letter responds to the inquiries in your February 6, 2009 e-mail to Kathy Reed of BellSouth Telecommunications, Inc. d /b /a AT &T Florida regarding the communications cabinet AT &T Florida recently installed in City right -of -way generally located at S.W. 40"' Street and 62nd Court ( "Cabinet "). AT &T Florida secured a permit (permit no. 08- 10000046 dated 7/29/08) from the City for the installation. Your e-mail inquires about how this equipment relates to 334.401 and 202.24, Fla. Stat. and the company's rationale for support of same, and about how this relates to cable services (we believe you intended to refer to 337.401 versus 334.407, Fla. Stat., and the information below assumes same). AT &T Florida placed the cabinet in connection with its current project to upgrade its network to provide, in addition to existing services, new and enhanced services to customers in the City, including enhanced broadband service and video service (as mentioned in Steve Massie of AT &T Florida's January 26, 2009 letter to Mr. Olivo at the City). AT &T Florida has begun providing 'its Internet Protocol (IP) -based next- generation video service to customers in the City of South Miami, as reflected in the October 29, 2008 letter from Ray Flores of AT &T Florida to Maria Menendez, the City Clerk. The Florida. Legislature recently enacted the Consumer Choice Act of 2007, which provides that a municipality shall allow the holder of a statewide cable and video franchise to construct a network in public right -of -way in accordance with the provisions of Section 337.401. Section 610.113, Fla. Stat. AT &T Florida is the holder of such a franchise, and the Cabinet is part of such a network. Section 337.401, Fla. Stat. governs a city's regulation of communications services providers placing or maintaining communications facilities in city rights - of -way. The Florida Legislature made changes to this statute in 2001 as part of wvti w 01 wo us then the then -new Florida Communications Services Tax ( "CST") structure in Chapter 202, Fla. Stat. The law created a new structure for taxes and fees imposed by states and local governments upon communications services providers ( "CSPs") like AT&T Florida. The state law provides that the authority of a public body, including a town, to require taxes, fees and other 'impositions from CSPs is preempted by the state. See Section 202.24, Fla. Stat. Section 202.24 restricts public bodies from charging dealers any tax, charge or other imposition with respect to the provision or purchase of communications services, including amounts intended as compensation for "use" of rights -of -way. Tinder the CST structure, generally, CSPs now pay the CST to the Florida Department of Revenue ("DOR ") (after collecting the taxes from customers), and the DOR distributes an allocation of the CST to cities per formulas in the law. The CST legislation salso included changes in Section 337.401 regarding right- of-way permit fees. Generally, per Section 337.401, cities and counties cannot charge to CSPs fees for right -of -way permits unless the cities make election with the DOR to do so (as outlined in the law and with the ramifications to the CST outlined in the law). AT&T Florida looks forward to bringing new service and choice to consumers in South Miami. With regard to the Cabinet, I understand that AT &T Florida representatives will continue to work with City Public Works Department representatives to seek to resolve issues raised by the City. If you have any questions, please let me know. Sincere I , Sharon Liebman Cc: Kathy Reed Ray Flores 2