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Item B ...., ",' Monroe County 2004 Budget Overview Office of Management & Budget Topics of Discussion /" Current Budget Trends Major Issues Office of Management & Budget Current Budget , Revenues Appropriations Office of Management & Budget Revenu.. $289,310,004 .T.... . Licenoos.ll; PermiI. C Inleqp:>vemmentol Roven.. C Chmges fur Sorvic.. .FiDH..dForfeiI. . MioceJlaJuKl.. .llIlorfmd TnDIfor . Other Non-Rev_ Office of Management & Budget Tax B....kdown IDC 13% One Cent Sales 13% Fuel 2% Franchise 1% "'Ad Valorem ($60 million) 022 % oftotal budget Office of Management & Budget appropriations $269,310,004 .P.'~UcWor'" . BOCC CSllUitf'1 DdS'!' OMa....e.co.. Senlct's .me .r.Wie Safety . Gnwth MI_ D Cluk .1 Cotllb .C___..lty Senlct!s . Alrporb OT.u.: CoU<<to.. . c..... A..I. .'..puty Appraiur . Tr.... Cue A'al. . S.,.. dEledloM . c...ty Att.rney .Mdkal En.taer o Veler.... Aff".... o C...1y A'alalsir..tor O..Wk Drf4!..u a State AttClnu!'y . Ct. Y..Uu PI'CK: .Q....I~Ede...11 Surices C1LlwE.fT....IF... Office of Management & Budget Constitutional Appropriations , Public I ~c::J~~~ I JU.~ I S210.3M $4O.IM Courts CalIectar AppnI_ SUM SUM SUM $3.1M 1=1 BOCC - $210.3 Million Sheriff - $40.9 Million Other Constitutional- $18.1 Million Office of Management & Budget Full TI.... Equivalent B....kdown Sheriff - 550.75 BOCC - 498.75 Clem of Courts - 100.00 Tax Collector - 56.00 Property Appraiser - 47. ()() Court Administration - 35.00 TOC - 12.50 Supervisor of Elections - 12.00 Land Authority - 2.00 "Does not include grant funded positions. Office of Management & Budget BOCC Divisions $ 121.7 M I BOCC I 00 sar.ty ..2M " Includes Capital Plan and Solid Waste "" Includes Group Insurance, Worker's Compensation, & Risk Management Office of Management & Budget Other $88.8 M I Bacc I BOCC Tourist Trauma County Administrative CouncH Administration Attorney $56.3M * $21.8M $1.9M $895.1 K Veteran County Medical Public Affairs Administrator Examiner I- Defender $566.7K $476.4K $552.5K $270.4K State Airports Attorney 5.6M $174K o Includes Reserves and Human Service Organizations. Office of Management & Budget Major Trends Property Values Ad Valorem Millages Office of Management & Budget County Property Value Trend 13.500 13.000 12.500 12.000 11.500 11.000 ell 10.500 s:: 0 10.000 := 9.500 := 9.000 t:Q 8.500 8.000 7.500 7.~00 6. 00 6.000 1999 2000 200t 2002 2003 Office of Management & Budget Ad Valore... Millage Trend 6.0000 5.0000 _ County-wide 4.0000 ___ Key largo 3.0000 Municpal 2.0000 --.- Lower Keys Municipal 1.0000 0.0000 1999 2000 2001 2002 2003 Office of Management & Budget Homesteaded Properties As of September 2002 - 89,662 parcels. 24,167 with Federal, State, or Local Government Exemption ($3.3 billion). 17,387 parcels with Homestead Exemption. Homestead exemption - property value totaling $435.8 million exempted. Save our homes - property value totaling $1.1 billion over save our homes cap. Office of Management & Budget Changes in Property Taxes References to average increase/decrease in millage rates. Homesteaded properties often come in under this average percentage. Other properties often come in over the average percentage. Office of Management & Budget Major Issu.. Compensation Issues Florida Retirement System Rates . Group Benefits Insurance Shadek Settlement Office of Management & Budget Major Issu.. Continued ..., Non-profit Funding State Budget Issues-Loss of Revenue State Budget Issues-Cost Shifting Fund Balances Office of Management & Budget Compensation Issues .'" Across the board increases used in FY 02 (70/0) and FY 03 (40/0) Budget. Estimated budget impact of $560,000 per 1 % ($500,000 ad valorem) for BOCC and Constitutional Officers. Union Contract Consumer Price Index currently 2.40/0. Office of Management & Budget Florida Retirement System Rates Effective Julyl, 2003, FRS rates are expected to increase substantially. Budget impacts - BOCC and Constitutional Officers. Subject to change in 2003 legislative session. Estimated impact of $2.2 million ($2 million ad valorem) for FY 04. Office of Management & Budget Group BenefIts .."" Medical costs increasing nationwide. Projected increase of $4 million for FY 04. Increase in our County funded per employee rate of 25-400/0. Status of State Insurance Program. GASB to release exposure draft (1st Quarter 2003). Current liability estimate - $90 million. Self insured for excess coverage. Mid year rate adjustment. Office of Management & Budget Group .....flts Cost 16,000,000 14,000,000 ~. -+- Group 12,000,000 Insurance Total 10,000,000 ~ _ Medical/Dental 8,000,000 Claims -.- Pharmaceuticals 6,000,000 .' 4,000,000 2,000,000 ... ... ... 0 FY01 FY02 Estimated FY03 Office of Management & Budget Insurance , ...... Insurance rates increasing nationwide. Projected 250/0 increase on policies. Expected $250,000 impact on budget. Office of Management & Budget Insurance Cost History 1,500,000 1,000))00 5(0))00 0 FY01 FY02 FY03 Projected FY04 Office of Management & Budget 8hadek Settl.....nt $3 million Infrastructure Sales Tax over 3 years. FY 04 portion $1 million. 100/0 of infrastructure sales tax can be used for any public purpose. $2.9 million General Purpose MSTU over 3 years. FY 04 portion $1 million. Office of Management & Budget Non-ProfIt Fundlnl BOCC adopted recommendation of Human Service Review committee. Funding of $1,128,250 for FY 03. Anticipate additional requests How to handle FY 03 BOCC adjustments in FY 04? Major requests due to loss of State funding. Office of Management & Budget Non-Profit Funding History 1,600,000 1,400,000 1,200,000 1,000,000 -+- HSAB 800,000 Funding 600,000 ___ BOCC Direct 400,000 Funding 200,000 0 FY01 FY02 FY03 o FY 03 funding reflects changes recommended by the Human Services Review Committee. Office of Management & Budget State ....... ......./L... of ..ven. $35,343 in Mobile Home License Tax redirected to State General Revenue from Monroe County General Fund Reductions in recycling grants Reductions in SHIP funding Derelict Vessel Grant Transportation grants Office of Management & Budget at.te ....... ...... Coat Shifting , Cost Shifting mandated by the State. $184,2270JJ Detention Predisposition costs shifted from the State to Monroe County. County to take over or contract with OJJ for misdemeanor probation of Juveniles. Elimination of State Programs without a mandate to continue service. Misdemeanor Assessment of Juveniles Aclult pretrail intervention Medicaid funding for nursing facility services -may increase Monroe County's share up to $865,000. Office of Management & Budget Fund Balances Audited fund balance figures will be available in March. To be discussed at the April BOCC meeting. Preliminary Review. Office of Management & Budget Summary of Issues. Total Estimated Impact Ad Valorem Funds Salary Increases (per 1%) $560,000 $500,000 FRS Rate Increase $2,200,000 $2,000,000 Group Benefits $4,000,000 $3,100,000 Insurance $250,000 $180,000 Shadek Settlement $2,000,000 $1,000,000 State Budget Issues - Loss of Revenue Total Impact of Cost Shifting State Issues Unknown oThis only covers the key areas covered in this presentation, other issues may arise during the budget process. Office of Management & Budget Su......ary Current status of the budget. How the budget has changed over time. Major Issues affecting FY 04 budget. Office of Management & Budget Direction fro... Board ..... Ad valorem increase? Aggregate Districts Countywide Policy for State Mandated Programs Policy for impacts relating to Constitutional Officers' Budgets Office of Management & Budget DI...ctlon from _nI · ContInued Major Presentation on Benefits? Current Employees Retirees Dependents Human Service Advisory Board Policy Reduction or Elimination of Positions/Services? Office of Management & Budget Sample section of Sarasota County's budget document Prepared with their Web-based Government Enterprise Management System Sa,-asOfa CO.IIJfJl, Flo,-Ida G,-o'vtIJ MalJagelJJe'Jf SlIsllJess CelJfe,- FIscal Yea,- 2003 Execllflve DI,-ecfo,- Message The Honorable Members of the Board of County Commissioners Dear Commissioners: One of the seven major strategic initiatives established by the Board of County Commissioners deals with Growth Management. The Growth Management Business Center (GMBe) is pursuing this strategic issue through both operational initiatives and specific actions. On the operational side GMBC has established a Management Council and a team structure that is both responsive and .lerry Gray flexible. This structure has allowed us to maintain our substantial existing work program and also meet the challenges of the evolving Sarasota 2050 Resource Management Area (RMA) system and the major update of the Zoning Ordinance while maintaining the same number of staff within Planning Services (34). The citizens of Sarasota County For Growth Management Administration and Planning place a high value on Business Units the total adopted budget is $3,299,294. our quality of life but This includes $2,626,639 in continuation of services (an increase of 3.5% from FY02), a variance of $275,000 to recognize that the cover the costs associated with the approval and very qualities that implementation of the Sarasota 2050 RMA, and a brought us here will variance of $397,655 for the Englewood Redevelopment continue to attract Agency which is funded through incremental taxes. others and as a result, requires us to The total adopted budget of $5,668,603 for the Housing carefully plan for our and Community Development Business Unit reflects an increase of 58%. This increase however, will be fully future. funded with grant money available to provide affordable housing and community development programs for the benefit of all Sarasota County residents. The Office is anticipating increases in rental assistance vouchers and in funds available to finance the construction of new affordable housing. Visit our website ath!IP_:1Z~"\I_~.CO,Sl!I<!.~1'LfI,l!~gr9\~HU:mm!g~n~1)j for more information Sarasota County Government Fiscal Year 2003 Adopted Budget Growth Management Index.",,,.,,.,,,..,,,,, ."'..".,,,.,,.,,,. '" '"'''' ,"...".". ,".... ,"...."..".. '"'''' "" ""... '''' '"'''' ""'" ."",......"" "'''''' ,,,".,,.. "" "" 11 _ 1 Organization Chart,,,,,..,,,..,,,,,.,.,,,,...,,.,,,,,..,..,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,,".""."'''"..."''''''''".",.".""...""."""""",,,,, 11 _ 2 Budget Message",,,.. """"""'''''''''''''''''' """"''''''''".."."".""....".""""".",...,,,..,,,,,.,,,,,,,,.,".""""",,,,,,,..,,..,,,,, 11 _ 3 Growth Management Business Center '''''''''''''''''''''''''''",,,,,,,,,,,,,.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,""""",,,.,,. 11 _ 6 Growth Management Administration,.".".." '" "". """.", "".. "". """",". ""'" ""....". "".". "" ",.", "" """"'" "" ""." 11 7 Neighborhood Planning """"."."""""'''".."".,.",..".,."..,,,...,,,,,,,....,,,.,""."."'''''"."'''"..""".",.",.""..",,,,,....,,, 11 _ 8 Long Range Planning,.""....".., ",.",." """"" ,,,. """. .""".. "".".". "" "".".,,. """...".,,. "",." "",..".. ""."..,, "" ""'" 11 10 Housing and Community Development...""""",,,,,,,,,,, ,,,,,,,. """,,"" "'"',, " ""'" " " "" ",,"" " "'"'''''''''''''''''''''''''' 11 _ 12 Growth Management Maps", '" ",,,..,,..,,,, "" '" "" """'"'' "'" """. """.....",..".". '" "" """..,.".." ".. ""'" ". ,,,,".. "".,, 11 16 . Fiscal Year 2003 11 - 1 GROWTH MANAGEMENT BUSINESS CENTER Executive Director Positions = 40 Administrative Services Positions = 5 Housing & Community Development Positions = 6 Long Range Planning Positions = 10 Neighborhood Planning Positions - 19 Sarasota County Government Fiscal Year 2003 Adopted Budget Message Growth Management Budget Message rY 2002 Accomplishments Sarasota 2050 Proposed Comprehensive Plan Amendment Resource Management Area (RMA-1): Made presentation in April at the invitation of the International City Managers Association (ICMA) Best Practices conference in Kansas City, explaining Sarasota 2050 and the process that was developed to engage the public in the creation of 2050, Made presentation in April at the invitation of the American Planning Association (APA) National Conference in Chicago to address APA session on "New Strategies for Growth Management" showcasing Sarasota 2050. Zoning Ordinance Update: In the first half of the fiscal year held four workshops with the Planning Commission, three workshops with the Board of County Commissioners, four workshops with local professional groups (architects, landscape architects, sign industry) on different topics as part of the overall update of the zoning Ordinance, The second half of the fiscal year scheduled eight workshops with the Planning Commission, nine workshops with the Board of County Commissioners and additional workshops with the sign industry. Community Planning: The South Venice Community Planning effort is well underway, Since October 2001, over fourteen public meetings were held with the South Venice Community. The public meetings covered numerous topics ranging from parks and recreation to roads and infrastructure. The South Venice Community Plan sUlvey was originally mailed in early March 2002. There were some problems with the mailing and a decision was made to resend the questionnaire to the entire community, The survey was sent to the community during the second week of June 2002, We anticipate holding a public meeting to discuss the results of the survey by the end of September 2002, The final draft of the South Venice Community Plan will be presented to the Board of County Commissioners on November 19, 2002, Staff is presently reviewing the process by which areas are selected for community plans and hopes to develop a data-driven approach. This approach will be closely related to the Neighborhood Strategic Initiative. Partnerships are actively being sought to implement community-oriented projects, An example of these partnerships is the relationship being forged between Brush-Up Sarasota, Growth Management and the South Venice Civic Association to paint homes in the South Venice area. lezonings, Special Exceptions and Developments of Regional Impact (DRI): Processed approximately seventy-five rezone and special exception petitions, four DRI Notices of Proposed Change (NOPC); one Substantial Deviation for Interstate Business Park DRI, three Incremental Development Orders (100) for Palmer Ranch; held a pre-application meeting for an additional 100 for Palmer Ranch; held one pre-application meeting for a future NOPC, reviewed Annual Monitoring Reports for ten on-going DRI's; coordinated the review and approval of two DRI Termination Agreements with the Office of the County Attomey, the Developers, the Department of Community Affairs and the Southwest Florida Regional Planning Council for The Meadows and Woodmere Community Center; and, reviewed approximately one hundred fifty Site and Development, Pre-Plat and Construction Plans for properties within boundaries of DRI's. Partnerships: Reviewed three NOPC's for DRl's located in Manatee County; approximately fifty Manatee County Site and Development, Pre-Plat and Construction Plans for properties located on University Parkway; facilitated the Myakka River Planning Advisory Council's recommended amendments to the Earthmoving and Tree Protection ordinances through the public hearing process; assisted non-profits under State Housing Initiative Partnership (SHIP) Program by creating twenty-four new affordable houses and providing those households with enhanced down payment assistance; continued the public housing agency meetings with Manatee County, City of Bradenton, City of Punta Gorda, City of Sarasota, Lee County, and the HUD office in Tampa to improve the programs and assist in resolving program issues with the benefit of other offices; used $469,000 SHIP Special Needs funding awarded to the Coalition to Assist Supported living Inc. as match to secure a State Housing Demonstration Grant of $750,000 and create twenty-three housing units for developmentally disabled persons; hosted the Third Annual Housing Summit in September; and, participated in the successful Continuum of Care grant received by the Manasota Homeless Project from Housing and Urban Development (HUD). The Family Unification Program in partnership with the YMCA (Public Child Welfare Agency) provided twenty-three housing vouchers to families at risk of being separated due to substandard housing conditions, An agreement between the County and Neighborhood Lending Partners provided funding from the Certified Development Financial Institution (CDFI) Grant to be used with the applications for the State Housing Tax Credit Program. c: ffi cie ncy IE ffectiveness: .eorganized Planning Services support staff to better align with the team structure professional staff functions resulting in significant cost savings and increased efficiency; met the HUD established timeliness standards for the use of Community Development Block Grant and the Fiscal Year 2003 11 - 3 Growth Management Budget Message Sarasota County Government Fiscal Year 2003 Adopted Budget Message Growth Management Budget Message FY 2002 Accomplishments Home Program; met the encumbered and expenditure deadlines for the SHIP Program; the first Multi-Family Bond Application cycle was funded in FY2002; the Section 8 Administrative Plan was updated with recommendations from the Tenant Association and staff; received a high rating (100%) from HUD's Section 8 Management Assessment Program (SEMAP); successfully submitted monthly Section 8 rental assistance program reports to HUD through the Multi-family Tenant Characteristic System (MTCS); successfully changed to the HAPPY software system used for the Section 8 rental assistance program; made recommendations based on the Request for Proposal (RFP) sought in conjunction with the Housing Authority to explore the consolidation of the City of Sarasota Housing Authority and Sarasota County's Section 8 Rental Assistance Programs; and re-established the Housing and Community Development Advisory Board to monitor the progress of the Office of Housing and Community Development in meeting the Consolidated Plan goals and to investigate specific topics on affordable housing and affordable housing incentives, Building Community: Assisted ninety-six first-time home buyers with down payment assistance; assisted fifty low-income homeowners with home repair assistance and seventeen with removal of household barriers; assisted sixteen households with water/sewer connections and capacity fee payment that were not effected by the drought conditions; assisted thirteen households with purchase rehabilitation assistance; assisted 365 households with rental assistance; published newsletters on Housing and Community Development activities; applied for eighty additional Section 8 vouchers; and encouraged positive media coverage of Housing and Community Development affordable housing activities. Lona-Term Goals Building Community: Assist customers in making informed land use decisions by providing clear and concise land use summaries and recommendations, increase public participation in growth management matters, provide for the efficient use of land and infrastructure while protecting the natural and built environment, enhance public awareness of growth management functions by increasing the number of persons or organizations receiving written information, create more affordable housing units in Sarasota County, increase the number of families owning their own home, reduce the number of occupied housing units that are not decent, safe and sanitary, spend Community Development Block Grant (CDBG) funds in a timely and efficient manner in a way that meets identified community needs. ;fficiency/Effectiveness: Provide on time the completed research, recommendations and special projects necessary for the Board of County Commissioners, the County Administrator, advisory boards and other agencies to carry out their functions in a fully informed manner; maintain, and where feasible, improve the quality of the staff support provided to County Advisory Boards, within the scope of the Growth Management Business Center's responsibilities, ensure County ordinance requirements and State mandates are met, implement a County-wide Housing and Community Development Plan (Consolidated Plan) and Section 8 Administrative Plan, increase use of computer technology for growth management efforts. Short-Term Goals Achieve 100% compliance with State requirements for all public sector initiated Comprehensive Plan amendments. This includes, but is not limited to, the Resource Management Area Comprehensive Plan amendments, achieve an 85% or greater customer satisfaction rating with Growth Management Planning Services (latest surveys indicate a 95% satisfaction response), complete 90% or greater of assigned projects within established time frames, achieve an 85% or greater satisfaction rating on Advisory Board staff support satisfaction surveys, achieve a 90% or greater error free processing standard, achieve the HUD standard of having less than 1,5 times the annual Community Development Block Grant allocation by August 1 , achieve the HUD standard of having all HOME Investment Partnerships (HOME) Program funds obligated within two years and spent within five years, achieve the State standard of having all SHIP funds obligated within one year and spent within two years, achieve the HUD standard of scoring 85% on the SEMAP rating system, Relationship of Goals to County-Wide Strateaic Initiatives One of the seven major strategic issues established by the Board of County Commissioners is Growth Management _ including consideration of revitalization, redevelopment and infill of the urban service area, and new development beyond the urban service area boundary. The Growth Management Business Center (GMBC) is pursuing this strategic issue through both operational initiatives and specific actions, On the operational side, the GMBC has established a Management Council and team structure that is both responsive and flexible in maintaining our existing work program while meeting the challenges associated with the evolving Sarasota 2050 Resource Management Area (RMA) system, The Neighborhood Strategic Initiative may have a significant impact on the GMBC workload, as well as how, and for who, we create community/neighborhood plans. The Neighborhood Initiative will use a data-driven approach to identify neighborhoods that need resources "d attention, This method will assist the Board of County Commissioners in selecting the next neighborhoods to receive planning efforts, It will also create a mechanism where communities will know if and/or when they will be planned. Additionally, it will create a framework to deal with neighborhood issues in ar~as that do not have plans or are not scheduled to be planned. GMBC is a very active member of the Fiscal Year 2003 11 - 4 Growth Management Budget Message Sarasota County Government Fiscal Year 2003 Adopted Budget Message Growth Management Budget Message Relationshio of Goals to CountY-Wide Strateqic Initiatives Neighborhood Initiative team and anticipates playing a substantial role in the implementation of the eventual Neighborhood Initiative program, For Fiscal Year 2003, the GMBC will focus on the following planned outcomes: Adoption of Comprehensive Plan Amendments implementing the Sarasota 2050 RMA concepts; State mandated major update to the Comprehensive Plan (Evaluation and Appraisal Report - EAR); the community will be informed about the Sarasota 2050 RMA Comprehensive Plan requirements; adoption of an updated Zoning Ordinance; initiate work on the implementing mechanisms for the proposed Sarasota 2050 RMA Comprehensive Plan Amendment; work in conjunction with the other Sarasota County Business Centers in furthering the Board of County Commissioner's seven Strategic Initiatives. Fiscal Year 2003 11 - 5 Growth Management Budget Message Sarasota County Government Fiscal Year 2003 Adopted Budget Growth Management Business Center Business Center Vision 3 Growth Management Business Center serves as an effective conduit to bring residents, development interests, planners, housing and vummunity development stakeholders, funding agencies, the Planning Commission, and the Board of County Commissioners together in a productive work environment to ensure that Sarasota County is a sustainable community of choice. Mission Statement To improve our quality of life as we grow, while balancing economic development, the preservationl conservation of natural resources and the utilization of sound County fiscal policy. The Office of Housing and Community Development administers a variety of affordable housing and community development programs for the benefit of all residents of Sarasota County, The programs are specifically targeted at lower income or special needs persons in the creation of affordable housing opportunities and partnerships with the nonprofit organizations to develop community facilities or infrastructure improvements that help to strengthen communities, Summarv of Services Provided , Provide land use planning services to the general public, development community, Board of County Commissioners, Planning Commission, other County business centers and other government agencies . Provide staff support to the Economic Development Board, Englewood Area Planning Advisory Board, Englewood Community Redevelopment Area Advisory Board, Myakka River Planning Advisory Council, Nokomis Center Revitalization Advisory Committee, Osprey Revitalization Committee, Planning Commission, and Public Facilities Financing Board FY 2001 FY 2002 FY 2003 FY 2003 FY 2003 FY 2004 Budaetarv Costs Actual Adopted Continuation Issues Adopted Projected Personnel Expenditures"". "".. '" ,,,. ,,,.,,.,,..,,.. .....". ".,. $1,922,421 $2,066,377 $2,135,052 $0 $2,135,052 $2,209,628 Operating Expenditures ."".."""."""",,,"..,,,,,,....,,..,.. $2,644,889 $3,831,201 $6,695,879 $0 56.695,879 $4,976,759 Capital Outlay Expenditures,,,,,,,...,,.,,,,..,,,,,,,,,,,,...,,,.,, $35,610 $89,084 $73,966 $0 573,966 $93,026 Total Net Operating Budget $4,602,921 $5,986,662 $8,904,897 $0 $8,904,897 $7,279,413 Transfers to Special Revenues""""""""""""""",,,,, $41,151 $79,018 $63,000 $0 563,000 $60,000 Totallnterfund Transfers $41.151 $79,018 $63,000 $0 $63,000 $60,000 Total Budgetary Costs $4.644,072 $6,065,680 $8,967,897 $0 $8,967,897 $7,339,413 FY 2001 FY 2002 FY 2003 FY 2004 Fundina Sources Actual Adopted Adopted Projected Affordable Housing Program - State Housing Initiatives Partnership (SHIP) Fund"",,, $16,688 $23,762 527,636 $28,841 Community Development Block Grant Fund"...""."""..""""",."."",..."..,,,....,,,,.,,,,,,. $332,906 $941,979 52,206,505 $665,656 Englewood Community Redevelopment.. ".."".. ,,,.,,. ",. "'" '" """"'"'''''' .""..,,,. ."". "" $42,908 $185,441 5583,096 $744,384 General Fund.".. """ "'" ""."., "",,'"'' """'"'' ",," "" ", ""..."". "".".....",." ". "."". "",.", $1,555,388 $1,473,399 51,806,351 $1,328,877 Home Investment Partnership Program Fund"".""..".,,,...,,,.,,.,,,,,...,,,,,,..,,,,,.,,,,.,,,,,,., $15,548 $24,564 521.271 $22,522 Housing & Urban Development Section 8 Rental Assistance Voucher Fund '"'''''''''''' $1,914,762 $2,577,284 $3,329,190 $3,520,487 Unincorporated Area Services Fund ""..".."."."....".."""""""""."".." .""""""."""". $765,872 $839,251 $993,848 $1,028,646 Total Revenues $4,644,072 $6,065,680 $8.967,897 $7,339,413 FY 2001 FY 2002 FY 2003 FY 2003 FY 2003 FY 2004 Staffina SummarY Actual Adopted Continuation Issues Adopted Projected Growth Management Administration",.""",.....",,,,,,,,, 11.00 11,Q0 4.95 0.00 495 4,95 Housing and Community Development..."",,,,,,,..,,,,,.. 8.00 6,00 6,00 0,00 6,00 6.00 Long Range Planning,.. ",., .... ...", "..",.." ...."." ,., '" ,'.... 11,00 11.00 9.67 0.00 9,67 9,67 Neighborhood Planning, ". "" "" "".. "... ""'''''''''' .,,".. ,,, 11,00 12,00 19,25 0,00 19,25 19.25 Total Full-Time Equivalents (FTE) 41.00 40.00 39.87 0.00 39.87 39.87 Total Authorized Positions 41 40 40 0 40 40 Maior Variances The FY03 budget for Growth Management Administration includes $500,000 ($225,000 continuation from FY02 and $275,000 additional for FY03) needed for Sarasota 2050 related code work, and $40,000 additional funding needed to complete the Zoning Ordinance Update project The Englewood Community Redevelopment Agency increased by $397,655 to $583,096 due to increased property values in the redevelopment area, The balance of the variance, just over $2,000,000, is attributable to increased grant funding for affordable housing and community development programs, this variance is further detailed in the Housing and Community Development Business Unit There was a reorganization of personnel ,in the Growth Management Administration and Planning Business Units to better align staff within a team structure. Fiscal Year 2003 11 - 6 Growth Management Sarasota County Government Fiscal Year 2003 Adopted Budget Growth Management Administration Mission Statement provide quality management, technical and secretarial support to the professional staff and advisory boards. Summarv of Services Provided Provide the following services needed for the effective and efficient operations of the Growth Management Business Center: Management Technical (including but not limited to the Geographic Information System (GIS) Secretarial Advisorv Board Economic Development Board: 21 members; Sarasota County Ordinance No, 99-044 Englewood Area Planning Advisory Board: 7 members; Sarasota County Resolution No. 99-193 Englewood Community Redevelopment Area Advisory Board: 7 members; Sarasota County Resolution No, 98-123 Myakka River Planning Advisory Council: 11 members; Sarasota County Resolution No, 99-120 Nokomis Center Revitalization Advisory Committee: 7 members; Sarasota County Resolution 2001-109 Osprey Revitalization Committee: 7 members; Sarasota County Resolution No. 2000-08 Planning Commission: 9 members; Sarasota County Ordinance No. 75-38 as amended Public Facilities Financing Advisory Board: 15 members; Sarasota County Resolution No, 95-037 FY 2001 FY 2002 FY 2003 Performance Measures Indicator Units Actual Projected Projected Maintain revenues at projected levels and decrease per capita operating costs over previous fiscal year Maintain revenues received at levels projected Efficiency % 113 120 110 . Decrease in operating cost per capita over previous fiscal year, Efficiency $ 1.03 1.42 2.73 FY 2001 FY 2002 FY 2003 FY 2003 FY 2003 FY 2004 Budaetarv Costs Actual Adopted Continuation Issues Adopted Projected Personnel Expenditures". "". '''''''''''''''' .."" ".... "".. "" $536.526 $540,377 $250,022 $0 $250,022 $258,438 noerating Expenditures,,, "'" ".". "",.."., ""..""..."".." $383,672 $525,983 $921,678 $0 $921,678 $395,968 Jital Outlay Expenditures"",,,,,,,,,,.,,.,,,,,,,,,,,,,,,,,,,,, $29,558 $31,000 $9,200 $0 $9,200 $25,500 Total Net Operating Budget $949,757 $1,097,360 $1,180,900 $0 $1,180,900 $679,906 Total Budgetary Costs $949,757 $1,097,360 $1,180,900 $0 $1,180,900 $679,906 FY 2001 FY 2002 FY 2003 FY 2004 Fundina Sources Actual Adopted, Adopted Projected General Fund.......""",......".""...,.".....".",..""".."""..,....,..,.."."...,..."..........,.".,...." $949,757 $1,097,360 51,180,900 $679,906 Total Revenues $949,757 $1,097,360 $1,180,900 $679,906 FY 2001 FY 2002 FY 2003 FY 2003 FY 2003 FY 2004 Staffina SummarY Actual Adopted Continuation Issues Adopted Projected Office and Clerical""."""..".""."".",.."".."",..".."".. 5,00 5,00 2.25 0,00 225 2.25 Officials and Administrators.""."""",,,.,,,,.,,,,.,,,,,,,,,,,, 2.00 2,00 0,90 0,00 0.90 0.90 Professionals..""..""..""",.,....".......".".."""""",..." , 1,00 1.00 0.45 0,00 045 0.45 Technicians",."""...".,."""".....",...".,....."..,...",....." . 3,00 3,00 1,35 0,00 1.35 1.35 Total Full.Time Equivalents (FTE) 11.00 11.00 4.95 0.00 4.95 4.95 Total Authorized Positions 11 11 5 0 5 5 Maior Variances An additional $275,000 is included in FY03 for needed Sarasota 2050 related code work and $40,000 additional funding needed to complete the Zoning Ordinance Update project. A variance of $92,694 is included to allow for the increased cost of the voice communications and workstations technology charges. The decrease in authorized positions and the related decrease in personnel expenditures is due to a realignment of personnel within the Business Units of the Business Center, Total positions of the business center are unchanged, Fiscal Year 2003 11 - 7 Growth Management Sarasota County Government Fiscal Year 2003 Adopted Budget Neighborhood Planning ~4ission Statement )rovide staff reports indicating consistency with the Comprehensive Plan to assist the Planning Commissioners and the Board of County Commissioners in their decision making process and to provide community level plans to aid citizens, governmental agencies and the Board of County Commissioners in determining the future needs of an area. Summarv of Services Provided , Provide planning services for the enhancement of communities and neighborhoods, including but not limited to the preparation of neighborhood, community, and revitalization plans , Provide analysis of rezonings, special exceptions and development of regional impact proposal Advisorv Board Englewood Community Redevelopment Area Advisory Board: 7 members; Sarasota County Resolution No, 98-123 Nokomis Center Revitalization Advisory Committee: 7 members; Sarasota County Resolution 2001-109 Osprey Revitalization Committee: 7 members; Sarasota County Resolution No. 2000-08 Planning Commission: 9 members; Sarasota County Ordinance No, 75-38 as amended FY 2001 FY 2002 FY 2003 Performance Measures Indicator Units Actual Projected Projected Constrain urban sprawl in unincorporated Sarasota County , Ratio of population to developed land (persons per acre) Effectiveness # 2.51 2.51 2,53 . Residential rezonings to three dwelling units per acre or greater Effectiveness % 50 76 35 Increase quantity and quality of open space. Amount of open space in public ownership (# of acres) Quality # 5,595 13,530 15,580 FY 2001 FY 2002 FY 2003 FY 2003 FY 2003 FY 2004 BudQetarv Costs Actual Adopted Continuation Issues Adopted Projected Personnel Expenditures..", .."" ,., .", "., ,., "" """" .." ..... $545,382 $661,774 $1,053,253 $0 $1.053,253 $1,090,749 Operating Expenditures., ,.." ".., .".", "" ""'" "".'.,. ,.,...., $4,507 $23,105 $425,091 $0 $425,091 $586,681 'ital Outlay Expenditures,..........,....,....................... $0 $52,780 $35,600 $0 $35,600 $35,600 Total Net Operating Budget $549,890 $737,659 $1,513,944 $0 $1,513,944 $1,713,030 Transfers to Special Revenues....,......,..............,........ $41,151 $64,856 $63,000 $0 $63,000 $60,000 Totallnterfund Transfers $41,151 $64,856 $63,000 $0 $63,000 $60,000 Total Budgetary Costs $591,041 $802,515 $1,576,944 $0 $1,576,944 $1,773,030 FY 2001 FY 2002 FY 2003 FY 2004 FundinQ Sources Actual Adopted Adopted Projected Englewood Community Redevelopment"......""...,.,.""",.......",...""....,..,.",.,...."",.... $42,906 $185,441 $583,096 $744,384 Unincorporated Area Services Fund.........................,................,.............................,... $548,135 $617,074 $993,848 $1,028,646 Total Revenues $591,041 $802,515 $1,576,944 $1,773,030 Fiscal Year 2003 11 .8 Growth Management Sarasota County Government Fiscal Year 2003 Adopted Budget Neighborhood Planning FY 2001 FY 2002 FY 2003 FY 2003 FY 2003 FY 2004 'ffina Summarv Actual Adopted Continuation Issues Adopted Projected ,,;rice and Clerical....,.........................,........,.............. 0.00 0.00 2,75 0,00 275 2,75 Officials and Administrators,...,.."......,....." ,,'.....,..,...., 1.00 2,00 2,75 0.00 2.75 2,75 Professionals, ,.......,.. ,...... ,....... ,.......... '.. ............ ,.....,., 10.00 10.00 12,10 0.00 12.10 12.10 Technicians.,.,...., ............" ,..........."...,..".......,...... ...... 0.00 0.00 1,65 0.00 1.65 1.65 Total Full-Time Equivalents (FTE) 11.00 12.00 19.25 0.00 19.25 19.25 Total Authorized Positions 11 12 19 0 19 19 Maior Variances The increase in authorized positions and the related personnel expenses is due to a staff realignment within the units of the Business Center. Overall positions in the Growth Management Business Center have remained stable. There is an increase of $397,655 for the Englewood Community Redevelopment Area funded by tax increment revenues. Fiscal Year 2003 11 - 9 Growth Management Sarasota County Government Fiscal Year 2003 Adopted Budget Long Range Planning Mission Statement ,naintain and update the Sarasota County Comprehensive Plan and prepare Critical Area Plans for the benefit of the public, the development community and the Board of County Commissioners to ensure compliance with State and local regulations. Summarv of Services Provided , Provide planning services relating to the development, maintenance. amendment and update (i.e, Evaluation and Appraisal Report -EAR) of the Sarasota County Comprehensive Plan. including but not limited to. the proposed Sarasota 2050 Resource Management Area (RMA) comprehensive plan amendment , Prepare critical area plans providing a "bridge" between the Comprehensive Plan and site specific proposals such as rezonings Advisorv Board Economic Development Board: 21 members; Sarasota County Ordinance No. 99-044 Englewood Area Planning Advisory Board: 7 members; Sarasota County Resolution No. 99-193 Myakka River Planning Advisory Council: 11 members; Sarasota County Resolution No. 99-120 Planning Commission: 9 members; Sarasota County Ordinance No, 75-38 as amended FY 2001 FY 2002 FY 2003 Performance Measures Indicator Units Actual Projected Projected Constrain urban sprawl in unincorporated Sarasota County # of acres approved for village development Quality # 0 0 9.000 # of housing units constructed in Villages - This indicator will not Quality # 0 0 0 be measured until FY04. # of development rights transferred into Villages - This indicator Effectiveness # 0 0 0 will not be measured until FY04. Increase quantity and quality of open space Amount of land placed in conservation easements (# of acres) Workload # 800 4,600 4,600 # of acres of environmentally sensitive lands protected Quality # 4,795 8,930 10.980 Acres of land included for greenways - This indicator applies to Quality Acres 0 0 0 the Villages and will be measured beginning in FY04. FY 2001 FY 2002 FY 2003 FY 2003 FY 2003 FY 2004 Budaetarv Costs Actual Adopted Continuation Issues Adopted Projected Personnel Expenditures,.., ....",.,. ,.." ,., ." ".. .." ,." "" ..,.. $553,528 $580,996 $538,060 $0 $538.060 $555,684 Operating Expenditures".,.,..",.,.....""".""".".,.,.""", $264,964 $2,220 $3,390 $0 $3.390 $3,287 Total Net Operating Budget $818,492 $583,216 $541,450 $0 $541,450 $558,971 Total Budgetary Costs $818,492 $583,216 $541,450 $0 $541,450 $558,971 FY 2001 FY 2002 FY 2003 FY 2004 Fundina Sources Actual Adopted Adopted Projected General Fund.....""",.,...",.,..",....."..."..,.,..",.""...."".,.,......".....,....,."...",..,.,."""...., $600,755 $361,038 $541,450 $558,971 Unincorporated Area Services Fund..............................,.......,......,.........,...............,..., $217,737 $222,178 $0 $0 Total Revenues $818,492 $583,216 $541,450 $558,971 Fiscal Year 2003 11 -10 Growth Management Sarasota County Government Fiscal Year 2003 Adopted Budget Long Range Planning FY 2001 FY 2002 FY 2003 FY 2003 FY 2003 FY 2004 ffina Summary Actual Adopted Continuation Issues Adopted Projected ,-"f1cials and Administrators..""""",."".""",,,,..,,,,,,,,, 1,00 1.00 1.35 0.00 135 1.35 Professionals.."... ,,,,,.,,,...,,,,..,,.,,.,,,.. ",,,..,, "" """ "'"'' 10.00 10.00 8.32 0.00 8.32 8,32 Total Full-Time Equivalents (HE) 11,00 11.00 9.67 0.00 9,67 9.67 Total Authorized Positions 11 11 10 0 10 10 Maior Variances The decrease in authorized positions and the related personnel expenditures is due to a realignment of personnel within the units of the Business Center. One position was moved to the Neighborhood Planning Business Unit Overall positions within the Growth Management Business Center have remained stable. Fiscal Year 2003 11-11 Growth Management Sarasota County Government Fiscal Year 2003 Adopted Budget Housing and Community Development ~4ission Statement ,Jrovide a variety of affordable housing and community development programs for the benefit of all residents of Sarasota County. Summarv of Services Provided Provide down payment assistance to low income families Provide purchase rehabilitation assistance to low income first time homebuyers Provide housing rehabilitation to low income homeowners Provide low income families with rental assistance Provide infrastructure improvement in low and moderate income areas Provide assistance in the implementation of neighborhood revitalization plans Provide assistance to agencies who serve low and moderate income clients Provide families financing assistance through the single family bond program Provide non profit organizations assistance to develop or rehabilitate housing units Provide assistance to households for impact fee and utility connection costs Provide for the development of special needs housing Provide homebuyer education for first time homebuyers Provide for the development of affordable rental housing for the elderly and families Provide for the removal of barriers for the physically disabled homeowners Provide for the acquisition of property for affordable housing development Advisorv Board Housing & Community Development Advisory Board - Established as a City of Sarasota Board FY 2001 FY 2002 FY 2003 Performance Measures Indicator Units Actual Projected Projected Consolidated Plan Goals , Percentage of Consolidated Plan goals met during this program Quality % 86.20 90 90 year, Increase Homeownership A.ssist seventy-five households with homeownership Workload # 0 50 75 ,Number of households receiving loans with Single Family Bond Financing.) Increase Homeownership . HOME Program Assist households with homeownership through the Down Workload # 42 52 52 Payment Assistance Program, Partnership, and Community Housing Development Organization Partnerships (CHDO). Number of households assisted by the Down Payment Program, with HOME Investment Partnerships Program (HOME) Grant dollars Percentage of private funds leveraged with public funds used to Efficiency % 8 92 92 create homeownership opportunities through the Down Payment Assistance Program, with HOME Grant dollars Percentage of Down Payment Assistance Program clients with Effectiveness % 0 2 2 complaints, who received assistance with HOME Grant dollars (New Measure for FY02) Increase Homeownership . SHIP Program Assist households with homeownership (Down Payment Workload # 64 74 64 Assistance Program, Partnership, Land Aquisition, Housing Authority) Number of households assisted through the Down Payment Program -with State Housing Initiative Partnership (SHIP) Grant dollars Percentage of private funds leveraged with public funds to create Efficiency % 8 93 93 homeownership opportunities, with State Housing Initiative Partnership (SHIP) Grant dollars Percentage of Downpayment Assistance clients with complaints, Effectiveness % 0 2 2 who received assistance with State Housing Initiative Partnership (SHIP) Grant dollars Fiscal Year 2003 11 .12 Growth Management Sarasota County Government Fiscal Year 2003 Adopted Budget Housing and Community Development FY 2001 FY 2002 FY 2003 rformance Measures (Continuedl Indicator Units Actual Projected Projected ..,eet Housing and Urban Development Timeliness Standards Number of Community Development Block Grant applications Workload # 5 5 5 received Percentage of Community Development Block Grant projects Workload % 50 50 50 monitored on an annual basis Number of Community Development Block Grant projects Workload # 5 10 5 completed To utilize Community Development Block Grant funds so that no Efficiency # 1,04 1.20 1,50 more than 1,5 years worth of funds are available on July 31st Percentage of Housing and Urban Development required reports Effectiveness % 100 99 99 turned in on time Neighborhood Redevelopment Provide funding for neighborhood redevelopment projects Workload # 2 3 3 (Number of neighborhood revitalization projects implemented) Provide Homeowner Rehabilitation - SHIP Program Assist eighty-nine households with home rehabilitation, (Rehab, Workload # 57 89 89 Purchase/Rehab, Water/Sewer, Barrier Removal) Number of households assisted with housing rehabilitation, with State Housing Initiative Partnership (SHIP) Grant dollars Percentage of rehab units completed in six months, receiving Efficiency % 91 100 95 assistance with State Housing Initiative Partnership (SHIP) Grant dollars (New Measure) Percentage of clients not satisfied with the program Effectiveness % 0 2 2 (New Measure) Provide Homeownership Rehabilitation \ssist households with home rehabilitation by using rehabilitation Workload # 18 16 15 funds that are recaptured or carryforwarded, in the HOME Grant Program (Number of households assisted with housing rehabilitation) Percentage of rehabilitation units completed in six months or Efficiency % 91 89 89 less, and rehabilitated with HOME Grant dollars (New Measure) Percentage of clients with complaints, who received assistance Effectiveness % 2 5 5 with HOME Grant dollars Provide Rental Assistance Provide the financing necessary to create seventy affordable Workload # 0 70 70 rental units (Multi Family Bond Program - New Measure) Provide Rental Assistance - HOME Program Assist households with tenant based assistance for rental Workload # 60 60 33 properties, with HOME Grant dollars (Number households assisted with security & utility deposits)- New Program Provide Rental Assistance - SHIP Program Create new affordable rental units - Tax Credit, Special Needs, Workload # 9 114 80 Rental Rehabilitation, Bond Number of new rental units funded, with State Housing Initiative Partnership (SHIP) Grant dollars Percentage of private funds leveraged with public funds used to Efficiency % 0 95 95 create tax credit rental units (Note - This is not being measured for FY2001) Percentage of clients served and satisfied with the rental units Effectiveness % 0 80 80 created, with State Housing Initiative Partnership (SHIP) Grant dollars . Fiscal Year 2003 11-13 Growth Management Sarasota County Government Fiscal Year 2003 Adopted Budget Housing and Community Development FY 2001 FY 2002 FY 2003 1'ormance Measures (Continuedl Indicator Units Actual Projected Projected Percentage of public funds leveraged with private or other funds Effectiveness % 74 85 75 to create special needs rental units Provide Rental Assistance- Section 8 Program Provide Section 8 Rental Assistance Workload # 330 380 380 Number of households assisted with rent Seek additional funding for rental assistance Workload # 80 100 80 Number of additional units requested Score 85% or greater on Housing and Urban Development's Efficiency % 103 95 85 Section Eight Management Assessment Program (SEMAP) Number of rental units assisted per full time equivalent position Efficiency # 110 126 126 Percentage of full time equivalent positions used to seek new Efficiency % 9 9 9 rental units Number of new rental units received Effectiveness # 80 50 25 Percentage of client satisfaction with the program Effectiveness % 0 80 80 (New Measure to begin in FY2002) Public Facilities Improvement Assist agencies serving low and moderate income persons with a Workload # 1 1 1 capital improvement project (Number of agencies serving low-income persons assisted with capital improvement projects) FY 2001 FY 2002 FY 2003 FY 2003 FY 2003 FY 2004 Budaetarv Costs Actual Adopted Continuation Issues Adopted Projected Personnel Expenditures. "....,... '" .,..,. .,." .", .." "" .., "', ,. $286,984 $283,230 $293,717 $0 $293.717 $304,757 Operating Expenditures.,..."."....,.",.,.""".."""....,...... $1,991,744 $3,279,893 $5,345,720 $0 $5,345.720 $3,990,823 Capital Outlay Expenditures......,.,.....................,..,...... $6,052 $5,304 $29,166 $0 $29.166 $31,926 Total Net Operating Budget $2,284,781 $3,568,427 $5,668,603 $0 $5,668,603 $4,327,506 lsfers to Special Revenues......,............,...........,.., $0 $14,162 $0 $0 $0 $0 Totallnterfund Transfers $0 $14,162 $0 $0 $0 $0 Total Budgetary Costs $2,284,781 $3,582,589 $5,668,603 $0 $5,668,603 $4,327,506 FY 2001 FY 2002 FY 2003 FY 2004 Fundina Sources Actual Adopted Adopted Projected Affordable Housing Program - State Housing Initiatives Partnership (SHIP) Fund......, $16,688 $23,762 $27.636 $28,841 Community Development Block Grant Fund,...................,.,............,.......,.............,...... $332,906 $941,979 $2,206,505 $665,656 General Fund.,...."..".."",.....,.".,.",.,....",..,."....,."",......,..,.,.,...,...,.".."....",.,..,.",..." $4,875 $15,000 $84,000 $90,001 Home Investment Partnership Program Fund................,.............,...............,............... $15,548 $24,564 $21,271 $22,522 Housing & Urban Development Section 8 Rental Assistance Voucher Fund ......,........ $1,914,764 $2,577,284 53,329,191 $3,520,486 Total Revenues $2,284,781 $3,582,589 $5,668,603 $4,327,506 Fiscal Year 2003 11 - 14 Growth Management Sarasota County Government Fiscal Year 2003 Adopted Budget Housing and Community Development FY 2001 FY 2002 FY 2003 FY 2003 FY 2003 FY 2004 'ffina Summary Actual Adopted Continuation Issues Adopted Projected _ ,rice and Clerical.."."""..",...".,.......",,,,,.,,,....,,..,,,,. 2.00 1.00 1.00 0,00 1.00 1,Q0 Officials and Administrators.,,,.....,,,.,,,...,,,,,.,,,...,,,,,,.,, 1.00 1.00 1,00 0,00 1.00 1.00 Professionals.",....."""...,.".....",.". ',..",..."..,.."...".... 4.00 3,00 3.00 0.00 3.00 3,00 Tech nicians.".....,..",....,.,.,.,.",......,..",..."""",...",.."" 1.00 1.00 1.00 0.00 1.00 1,Q0 Total Full-Time Equivalents (FTE) 8.00 6.00 6,00 0.00 6,00 6.00 Total Authorized Positions 8 6 6 0 6 6 Maior Variances Section 8 Rental Assistance This office is anticipating an increase of approximately $500,000, which is a result of the additional 130 new rental assistance vouchers received during FY01. Revenues are not received until after the units are placed in service. HOME Grant & State Housing Initiative Partnership Program (SHIP) Grant The City of Sarasota is the lead agency for the HOME Grant and the State Housing Initiative Partnership Program Grant During the past three years the program income generated by these two grants has increased from $852,000 for FY99 to $2,168,000 for FY01, This office is projecting program income collections of approximately $3,000,000 for FY03. These funds come from the repayment of housing loans made by this office and the recycling of partnership funds used to finance the construction of new housing, CDBG Grant During FY03, unexpended funding for the Community Development Block Grants (CDBG) made to nonprofils and the funding for project delivery will not automatically be re-appropriated in the next fiscal year, The budget for FY03 contains funding for unexpended grants and remaining project delivery funds, Bond Program During FY02, and continuing forward, the Commissioners decided to use a majority of the Bond Program funding toward multi-family developments, Multi-family developments create more revenues, The Multi-Family Bond Program funding flows through the General Fund and has resulted in the funding increase shown from $15,000 tot $84,000, Fiscal Year 2003 11 -15 Growth Management PROPOSED BUDGET SCENERIO FY 2004 1. Draft proposed budget presented to BOCC in July with aggregate millage increase no more than 2.4% (CPI rate) over rollback 2. Included within this proposed budget would be a. Compensation increase of 2.4% for Q1l County employees b. State mandated retirement contribution increase c. Human Service Advisory Board total recommendations at this year's level of approximately $1,065,000 (does not include additional project cost added by BOCC) d. Significant reductions in group benefits program costs and/or increases in revenues 3. Additional costs above the 2.4% would be allowed for new state mandated programs and cost increases (example: Medicaid) 4. Implications May necessitate cutbacks in services and positions in order to meet goal. Specifics would be presented with July budget proposal. fEB-19-lUuj U~: It r~UM- /.AuT "It (it " Sub"di", of ""bu, J~ Ga;;~b" ~ Co y m t..:N......'.,:j:,.'\... Gallagher Benefit Services, lnc. to>' rebruary 19, 2003 Ms. Sheila Barker SL'Ilior Director, Human ResourceS MOJ':lroe County Board of County Commissioners Group Insmance Office 1100 Simonton St., Room 2-268 Key West, f'L 33040 R~: Results of RetIree Health Plan Valuation Dear Sheila: We are finalizing the Valuation Report for the Monro~ County Board o[CounlY Commissioners (the CounlY), but 1 thought it would be helpful to summar1:l.e the results and reconcile them to the numb~rs that w~re d~vclopl:d in the 2000 valuation. I'd also lik.e to note a few are<lS where th~ GASe statement is likely to differ lrom what FASB requires under FAS 106 and how these differenceS will affect the County. All of the key assumptions (trend. discount rate, turnowr and retiremen\ rates. mortality) are the same In bOlh valu<ltions. Only the demogra-phics and the claim cost table an~ different. Here is a comparison o[the 2000 and 2003 results in millions of dollars. Item 2000 Results 2003 Results % Difference Annualized "/0 Chant!,e Accrll~d LiabilllY $50 $90 +80%. 1'22% (APBO) ,. Service Cost $4.0 ~6.5 +63% +18% - - -' I nterest Cost $3.7 $6.6 HS% .,.21% \ Uubility If the experience from 2000 though 2003 had exactly matched a1\ the assumptions In the 2000 valuation, the ex.pected liabl\ity would have grown by 3 years of interest and 3 years of service costS, offlict by actual retiree healthcare payments. This would have produced an accrued liability in 2003 of approximately $71 million. The additiona' growth in th\: liability is due mainly to the much higher than expccred incr~ase in mediclll claim costs, particularly for the under 65 retirees. The growth in the ,ull'lual claim cost assumption (whiCh is based on your actual claim data) compared to the expected chang~ is shown ill the following table. One Boca Pla<;$ 22'55 Glades ROilu. Suite 400 E Soca Aato!', Fl 33431 561.995.6706 Fax !l61995.ij10e .........,w,.lIQ_com 20d trtrStr-262-S0E u~wPbl 0:) s+.Jaqo~ "1 sawer es 1 : 0 1 EO tr2 qa,:j FEB-\HOO3 09; 17 r ~UM- I I....... I ... -... - ~ GALLAGHER BE\\JEFli SERVICES Item 2000 Results 2003 Results % Increase Expected IYl> Increuse Under 65 $3,61 0 $6,700 +86% +36% Retirees -. -, 65+ Retirees $2.820 $3,460 +23% +32% The huge increase for the under 65 retirees reflects what you have experienc~d for the plan overall, as medical trends have been extremely high over the last 3 years, The combined rrend on both classes of retirees is approximately 15% hig,her than ~xpcctcd over the 3-ycar period (Le. it has averaged about 5% higher per y~ar than t:xp\lctcd). This is responsible for the majority of the $20 TI'Iillion variance between the actual and expected liability. Expense Items The service and interest cost results are affected by the same factors as the liability. The service cost is a reflection of the value of Ihl.: retiree benefit "earned" each ytlar by employees who are not yet fully eligible for the retiree benefit. Higher thall expected medical trends result in an illcreased value of the expected retiree benefit, and this drives the s\;''Tvice cost up. The interest cost is ti~d directly 10 the accmed li.lbililY, so as the liability goes up, the interest cost ,goes up with it. This is why the % incr~asc in the interest cost is sO close to the increase in the liability. The increase in die service co~;1 is not as large because it only applies to active employees who have nOI yel satisfied the service requirements for full eligibility. GASB hsues GASB's current timetable is for the Exposme Draft to be released before the end of this quarter, followed by a one-year commenl period during which changes wlll be considered based on feedback received by GASB. A final statement is expected to be released in early to mid 2004, aild entitles subject to GASB's rules wHl then be required to report in accordance wilh the Il';:W sratldard on a phas~d in sc11eduh:: based on their si:Lc. The County will be considered a "large" entity and according to GASB's published literature, such entities will have to begin the new reporting within 3 plan years of the issuance of the final slatem~nt. For Ihe COMty, then, the first year in which the new treatment will be required is likely to be 2007. There are:) key decisions thaI GASB has made that the County should be aware of. . The accrued liability ar the time the statement is implemented (referred to as the Transition Obligation) can be amortized over a period of up to 30 years. In other words, the currenl $90 million liabIlity could be amoruzed at $3 million per year. The $3 minion would be an additional expense item on your income lit<lrcmcnt. Of course. the: llumbt:r is going to be hi~hcr by 2007, . GASB will allow a choice of methods for allocating the accrual of the retiree bt:nefn across the working lifetime of\:mployees. f'AS 106 requires the use of the Projected Eod vvsv-asa-SOE U~WPl:J 0:) s~..Jaqo~ ., sawe(" eSl : 0 1 EO va qa.::l l (Ioi~ I V"'....,......, ' .. FE5-1 a-z003 09; 1 B FROM- GALLAGHER BENEFIT SERVICES Unit Credit method, and that is what we used in both valuations. GASB will likely allow a choice from 6 approved m~thods, consistent with what it allows for defined bendit retirement plans. These methods can result in a slow~r or faster recognition of accrued benefits, which will have a corresponding impact on the siz.e and rate of growth of both your accH\ed liability and the associated annual expense. We can provide additional information on these merhods and how th~ results would vary under each if the County desires. . GASB has stated that plans that charge retirees 100% of the blended active and retiree cost will not have any liability or expense for those retirees. Even jf there is an implicit subsidy for the retirees (as there almost certainly would be), GASB has concluded tha. no liability needs [0 be recogni7.ed. This is different than what FASB concluded. For the County. this means that if fUlure retirees arc charged 100% of\he Departmem Rare, there will be no liability accruals for those r~tirees. Sheila, the fonnal report will be availabll:J very shortly. but I think this gives you a good summary of what it contains. I would he happy to discuss this with you if you have any questions or need any additional in[omlation prior to your m~oljng on rhe 2tl\, Sincerely, .Ifl .' ~~,~ Glen R. 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P.O. Box 549/ Tallahassee, Florida 32302 ASSOCIA TlON la~l~ :~ Phone: 850/922-4300 Suncom: 292-4300 FAX: 850/488-7501 OF COUNTIES 'i.-::~;. .~ Website: www.f1-counties.com ".."'=4. -~ ; r ~'_- .:~'" ~- \ " .~~ -, I 1\1,__ :.. I .-------------~-_.-...._------ TO: County Commissioners I I FROM: Mary Kay Carisdo, Executive Director FEB 2 5 2003 Carol L. Bracy, Legislative Director L.._________._ ____.__._ _ ___ -, ..-, . DATE: February 21, 2003 ~"_'___'____n_".' RE: Legislative Alert - Article V, Governor's Budget & Medicaid The Florida Legislature is working on several major issues important to all counties, specifically Article V, the state budget and Medicaid cost shifts. The following is a synopsis on what is happening on these issues and some action steps for all counties to undertake as we prepare for the start of the 2003 Session. ARTICLE V I REVISION 7 IMPLEMENTATION The House and Senate have appointed Article V committees in each chamber to address implementation issues. The Senate Appropriations Subcommittee on Article V Implementation and Judiciary, chaired by Sen. Rod Smith (D-Alachua), is the primary committee tasked with implementation of Revision 7; however, the Senate Judiciary Committee, chaired by Sen. Alex Villalobos (R-Miami-Dade), is working closely with Sen. Smith's appropriations subcommittee on this issue. The Senate Appropriations Subcommittee on Article V Implementation and Judiciary is starting to identify a 'v'ariety of potential revenue sources, includinQ local revenue~l to help fund the state's new court funding responsibilities. The Senate Judiciary Committee and the House Select Committee on Article V, chaired by Rep. Holly Benson (R-Escambia), are primarily focused at this time on structural changes that are needed to the court system (e.g., defining essential court functions). It is important that legislative members hear from all counties on Article V implementation. Many of the court stakeholders Uudges, state attorneys, public defenders, and clerks) have been contacting legislators on their perspective regarding implementation. The development and final adoption of the Article V Constitutional Amendment and accompanying Intent Document was worked on and agreed to by all of the court stakeholders. Unfortunately, some of these same stakeholder groups are now breaking that agreement as this issue moves through the legislative process. CALL- TO-ACTION: Contact your local chief judges, state attorneys, public defenders, and clerks and urge them to abide by the agreement reached in 1998. Let them know a commitment was made by all court stakeholders in 1998 during the Constitutional Revision Commission deliberations on funding responsibilities for the state court system. The Intent Document lays out that agreement. I HARY KAY CAIUSEO I CHUCK DUNNZCK I C. GUY HAXCY I CUFF THAELL t WELTON G. CADWELL I KAREN T. HARCUS I Executive Director President President-EJect 1&1 Vice Presiden 2'0 Vice President Immediate Past President OCSEOLA HIGHLANDS LEON LAKE PALH BEACH FAC Legislative Alert February 21, 2003 Page 2 Contact your legislators and urge them to revise the definitions in Chapter 29, F.S., relating to communications services and facilities, passed during the 2001 Session. See attached talk points on Article V Implementation. CALL- TO-ACTION: Call or write your legislators and urge them to oppose cost shifts to counties. Counties should not be the state's solution to solve its budget problems. Right now the Legislature is looking to counties as the only revenue stream in its preliminary budget discussions. MEDICAID COST SHIFTS The Office of Program Policy Analysis and Government Accountability (OPPAGA) recently released its recommendations on legislative options for County' Share of Medicaid Nursing Home Costs (Report No. 03-11). A copy of the report is available online at www.oppaQa.state.fl.us. All three recommendations increase the counties' share of Medicaid nursin home costs and remove the statutory "cap of 55 per month er Medicai recl lent. FAC strong y opposes all of t e options. ountles wou e sled new costs ranging from $1.3 million to upward of $195 million. MDNt:LC)8 Co~,.r;-':J : # ~ ~o -rc; ~~O) OeQ ~'N GI/1.I6A..{ 6. FAC Legislative Alert - February 21, 2003 Page 3 CALL- TO-ACTION: All counties must contact their legislators now and urge them to oppose any increases in county funding for Medicaid nursing home costs. Counties expend over $600 million annually statewide for health and human services programs. As the safety net system for local communities, counties cannot arid should not bear more costs for the state's Medicaid program. Educate your legislators on what your counties do to support the elderly in their districts (e.g., local funding for in home care services, adoption of the Save our Seniors additional homestead exemption, etc.) LEGISLATIVE ACTION STEPS It is important that all counties regularly inform the public on the potential impacts for the upcoming session during your board meetings. Attached is a county breakdown of the Medicaid nursing home and DJJ detention facility cost impacts. This data also includes the relative tax burden for each county. Use the FAC Legislative Bulletin as your resource for the latest on legislative action. Set aside time on the agenda at all board meetings to talk about legislative issues that will impact counties. Share with the public and legislators how local services will be affected and the local tax burden will be increased if major costs shifts and unfunded mandates pass this session. Also, meet with your local newspapers and other media outlets. Organize coalitions with business leaders, community providers, schoollioard officials, city officials, and faith based groups. All of these various constituencies will be adversely impacted if county services are drastically cut and property taxes must be raised. Finally, the 2003 Legislative Session starts on March 4. Since legislators will be in their districts the week of February 24, use this time to meet with them on these important issues. FAC thanks you for your continued support and strong advocacy at the local level. Keep up the pressure! cc: County Administrators County Attorneys County Lobbyists Attachments ~.I;. .. Ii. .. FLORIDA ASSOCIATION OF COUNTIES . II .. ~ ..... PROPOSED COST SHIFTS DATA The attached spreadsheet provides information on a number of proposed cost shifts, as well as some county specific information regarding the relative tax burden of each county. The second column provides the Operating millage rate for each county, as rE~p,orted t,o the Florida Department of Revenue. The third column provides that amount of tax that the average home would pay for the BOee operating millage. This information can be used to show that while certain counties have capacity in terms of their millage rates, the taxpayers pay as much or more than counties with higher millage rates because property values are higher. The fourth column provides the county by county estimate of the proposed shift of juvenile predisposition detention costs. This shift was proposed in the Governor's Recommended Budget. The fifth column converts the total cost of the proposed DJJ shift into the terms of the number of single family homes and condominiums at the current millage rates it takes to raise the amount of funds required to be sent to the state under the proposed shift. This is based on the average single family and condo value. The sixth column provides the cost estimate for the OPPAGA recommendation that counties would split the current Medicaid Nursing Home deficit with the state. This is the middle impact of the three recommendation issued by OPPAGA. The seventh column expresses the middle Medicaid shift in terms of the of the number of single family homes and condominiums at the current millage rates it takes to raise the amount of funds required to be sent to the state under the proposed shift. This is based on the average single family and condo value. The eighth column provides the cost estillate for the OPPAGA recommendation tliat the county share of Medicaid Nursing Home be increased to 10% of the total cost. This is the high impact of the three recommendations made by OPPAGA. The ninth column expresses the high Medicaid shift in terms of the of the number of single family homes and condominiums at the current millage rates it takes to raise the amount of funds required to be sent to the state under the proposed shift. This is based on the average single family and condo value. Data Sources: Department of Juvenile Justice OPPAGA Report #03-11 Leaislative Options for County Share of Medicaid Nursina Home Costs 2001 Florida Property Valuations and Tax Data Book Florida Department of Revenue .1.1. FLORIDA ASSOCIATION OF COUNTIES ir. .. .. -I .. ;; ARTICLE V TALK SHEET ..... Urge your legislators to revise the county definitions in Chapter 29, F .S. 1) Construction or Lease of Facilities Chapter 29.008(b), F.S., includes language requiring counties to fund equipment and furnishings in courthouse facilities for judges, state attorneys, etc. . There is no express constitutional requirement for counties to fund equipment or furnishings. . The intent was that counties would be required to fund only those furnishings in the public areas of the courthouse (e.g., courtrooms and jury deliberation rooms). The current language would require counties to provide all furnishings for all court employees, state attorney employees, etc. ACTION NEEDED: Limit county furnishing responsihilities to plJblic areas of r,ourthouses. 2) Existina Radio Systems and Existina Criminal Justice Information Systems (CJIS) Chapter 29.008(g) & (h), F.S., requires counties to pay to for Existing Radio Systems and CJIS systems as well as enhancements, upgrades and new equipment. . Requiring counties to enhance, upgrade and purchase new equipment is inconsistent with the express language and intent of the constitution. . Counties are required to provide only for those systems which were operational or under contract on November 3, 1998, and the maintenance of such systems. . Once the useful life of those CJIS and Radio Systems expire, or the systems are in need of upgrades and enhancements, the state is responsible for funding. ACTION NEEDED: Delete requirement of county payment for new, enhanced or upgraded CJIS and radio equipment. 3) Communications Services . Chapter 29.008(f), F.S., requires counties to pay for communications services including long distance charges, cell phones, pagers, computer systems, couriers, postage, subpoenas. . The intent was for counties to fund the communications infrastructure necessary when building a facility (phone and computer cabling, phone closets, etc.) - not the daily operational expenses of the courts such as long distance, cell phones and computers. . The Intent Document promulgated by the constitution revision clearly Iimitscounty expenses for communications primarily to communications infrastructure and specifically states that counties will not fund computer systems. 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