Item C15BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: May 20, 2015 Division: County Administrator
Bulk Item: Yes X No Department: Office of Management & Budget
Staff Contact Person/Phone #:-Christina Brickell x4466
AGENDA ITEM WORDING:
Approval of a resolution to transfer $300,000 to the Monroe County Property Appraisers' FY14/15
General Fund Adopted Budget for the purpose of purchasing a new CAMA system. The additional
funds would increase the Property Appraiser's total budget from $4,273,041 to $4,573,041.
ITEM BACKGROUND:
In FY14, the BOCC approved a resolution to transfer $300,000 to the Monroe County Property
Appraisers' General Fund Adopted Budget for the purchase of the appraisal system. FYI 4 funds rolled,
the Property Appraiser has negotiated a contract at $668,990 and need an additional $300,000.
Last fiscal year (FY14), the Property Appraiser returned $871,482 in excess fees to the General Fund
and is requesting a portion of that to be returned to purchase new equipment.
In order to change the FYI 5 adopted budget, the Property Appraiser needs to obtain BOCC approval to
do so in accordance with F.S. 195.087 (1)(b), A copy of the minutes must be sent to the D.O.R. so that
this proposed budget amendment can be made.
PREVIOUS RELEVANT BOCC ACTION:
On September 11, 2014, the BOCC adopted the FYI 5 Operating and Capital Budget.
CONTRACT/AGREEMENT CHANGES:
N/A
Approval
TOTAL COST: N/A
SOURCE OF FUNDS: General Fund
REVENUE PRODUCING: Yes No X AMOUNT PER MONTH Year
APPROVED BY: County Atty _X_ /Purchasing Risk Management N/A
DOCUMENTATION: Included X Not Required
CTFMDRIr��
Revised 11/06
Property Appraiser
Resolution No. -2015
A RESOLUTION CONCERNING THE TRANSFER OF FUNDS
WHEREAS, it is necessary for the Board of County Commissioners of Monroe County, Florida, to make budgeted transfers in
the Monroe County Budget for the Fiscal Year 2015, now therefore,
BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA, that
there shall be transfers of amounts previously set up in the Monroe County Budget for the .Fiscal Year 2015 as, hereinafter set
forth to and from the following accounts:
Fund #001 General Fund
From: 001-5130-85500-590990 Other Uses
Cost Center 485500 Reserves 001
For the amount: $300,000.00
To: 001-5130-69200-581600 Tsfr Out PA -Draws
Cost Center #69200 Property Appraiser -001
BE IT FURTHER RESOLVED BY SAID BOARD, that the Clerk of said Board, upon receipt of the above, is hereby
authorized and directed to make necessary changes of said items, as set forth above.
PASSED AND ADOPTED by the Board of County Commissioners of Monroe County, Florida, at a regular meeting of said
Board held on the 20°' day of May, AD 2015.
Mayor Kolhage
Mayor Pro Tern Carruthers
Commissioner Neugent
Commissioner Rice
Commissioner Murphy
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
am
Mayor/Chairman
(Seal)
Attest: AMY HEAVILIN, Clerk
Reso tsfr fund 001 fm 85500 to 69200 PA Draws FY 15
fib •
COUNTY
BUDGET REQUEST FOR PROPERTY APPRAISERS
SUMMARY OF THE 2014-15 BUDGET BY APPROPRIATION CATEGORY
EXHIBIT
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11
PERSONNEL SERVICES
2,426,249
2,921,472
1,204,213
3,042,981
121,509 4.2%
(Sch.1-TA)
OPERATING EXPENSES
623,736
765,923
230,967
830,060
64,137
8.4%
(Sch. II)
OPERATING
CAPITAL OUTLAY
20,568
300,000
1,500
350,000
50,000
16.7%
(Sch. III)
NON -OPERATING
i
50,000
50,000
I
(Sch. IV)
m
-
TOTAL EXPENDITURES
$3,070,553
$4,037,395
$1,436,680
$4,273,041
$235,646
L
NUMBER OF POSITIONS 52 52
COL (5) - (3) COL (6) /
FY14/15 Property Appraiser's Budget
Amendment Request
General Fund 001-69200-581600
Fire & Amb District 1 L&M Keys 141-
69201-581600
Plan, Build, Zoning 148-69204-581600
Municipal Policing 149-69207-581600
BOCC Controlled
K/L F/R/E
MOSQ
SFWMD
Total Property Appraier's Budget, as sent to DOR
FY13/14 FY13/14 Request FY13/14 Amend FY13/14 Excess
Budget Add'I Funds Budget- Draws Fees Returned
3,065,367
300,000
3,296,885
815,732
213,359
-
216,965
53,683
39,516
-
41,143
10,180
79,294
-
79,294
20,929
3,397,536
300,000
3,634,287
900,523
34,970
34,970
190,262
190,262
157,810
-
157,810
3,780,578
300,000
4,017,329
300,000 FY13/14 Request
4,080,578 FY13/14 Amend to be sent to DOR
FY14/15 FY14/15 Request FY14/15 Amend FY14/15 Excess
8udRet Add'I Funds 8udset- Draws Fees Returned
3,489,310
300,000
3,789,310
789,425
229,629
-
229,629
51,951
43,544
43,544
9,851
89,525
-
89,525
20,254
3,852,008
300,000
4,152,008
871,482
41,645
-
41,645
209,513
209,513
169,875
169,875
4,273,041
3o0,000
4,573,041
300,000 FY14/15 Request
4,573,041 FY14/15 Amend to be sent to DOR
U:\Budget and Finance\OMB\BUDGET\Agenda ltems\FY 15\HOLD Prop Appraiser Bdgt Amend`PAAmend Budget FY15
From: Denise Knowles /DKomwles@mcoaforg>
Sent: Thursday, April 3(l20ISlI:45AM
To: BrickeU'[hristina
Cc: Kipp -Penny
Subject: Budget
Christina:
I left you a voice mail but I wanted to send you an email regarding your question yesterday.
Vwas able tospeak briefly to our accountant (Jack Niles) who assists our office with the budget. The$350,000 in our
budget isthe $300,000 we had transferred from the 2012`2013budget into the 2013-2O14 plus $50,000
contingency. He also stated we turned in around $900,000 from last year's budget (2013-2014) and we are asking for
$300,000 back to help purchase the cama system, which is $668,900.
To sum it up, we were granted $300,000 from the 2012-2013 budget, which was placed back into our 2013-2014
budget. VVeare asking totransfer anadditional $3OOOOOfrom 2O1]-28I4into our 2O14`2015which would make the
total between both budget years $6OO,UOO.
Mr. Niles is traveling today, but will be calling me back tommorrow morning at 8:30am in case you have any additional
questions.
Denise Knowles, CFE
Administrative Assistant
Monroe County Property Appraisers Office
5OOWhitehead St,Key West, FL33O4O
(Dffioe)3D52g2'3484/Fax>3O529Z-3SO1