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Item Q05 c!.OR.R~clE D coy~ Board of County Commissioners Agenda Item Summary Meeting Date: November 19, 2003 Bulk Item: Yes [J No g/ Division: Board of County Commissioners Department: George R. Neugent AGENDA ITEM WORDING: A proposed toll reduction of the Card Sound Road Toll discount tickets from $.40 per axle to $.20 per axle. Purchase~ cost for drive-up would remain $1.00 based on a two axle vehicle. ITEM BACKGROUND: Card Sound Toll Authority 401 Fund. PREVIOUS RELEVANT BOCC ACTION: CONTRACT I AGREEMENT CHANGES: STAFF RECOMMENDATIONS: TOTAL COST: BUDGETED: YES C NO [J COST TO COUNTY: $ tJA Source of Funds: REVENUE PRODUCING: YES C NO C AMT PER MONTH: YEAR: Kr [J APPROVED BY: C C OMS/ ----- Commissioner GEORGE R. NEU DISTRICT II DOCUMENTATION: INCLUDED ~TO FOLLOW C NOT REQUIRED [J DIsposmON: AGENDA ITEM # 05 Board of County Commissioners Agenda Item Summary Meeting Date: November }9, 2003 Bulk Item: Yes [] No or ( Division: Board of County Commissioners Department: George R. Neugent AGENDA ITEM WORDING: A proposed toll reduction of the Card Sound Road Toll discount tickets from $.80 to $.20 per ticket. Purchases cost for drive-up would remain $1.00. ITEM BACKGROUND: Card Sound Toll Authority 401 Fund. PREVIOUS RELEVANT BOCC AcnON: CONTRACT I AGREEMENT CHANGES: STAFF RECOMMENDATIONS: TOTAL COST: BUDGETED: YES [] NO [] COST TO COUNTY: $ Source of Funds: REVENUE PRODUCING: YES [] NO [] AMT PER MONTH: YEAR: APPROVED BY: COUNTY AnY [] OMB/PURCHASING [] RISK MANAGEMENT [] APPROVAL:r ~~~. 11 ._i - CommiSSIoner GEORGE ~~~ DISTRICT II DOCUMENTATION: INCLUDED ar TO FOLLOW [] NOT REQUIRED [] DISPosmON: AGENDA ITEM # ~ MEMORANDUM RE: September 26, 2003 ...- Commissioner George Neugent - J / / Dent Pierce, Director /~V Public Works Division L/ Card Sound Toll Authority ,\'; ~ ~~ ~.) . 9 Z003 DATE: TO: FROM: !' ,I In response to your recent agenda item and request to review the possibility of reducing the Card Sound Toll Tickets, I am hereby enclosing a spreadsheet and analysis of the Card Sound Toll Fund. As shown in these reports, annual toll revenue is about $1.2 million and yearly expenditures are approximately $800,000. Revenue from the discount toll tickets averages $280,000 per year or about 23% of the total annual revenue. wi~ +4- "-t..&~~~ -t~ -D>\t .\..O~l ~.:u ~o&.v..CA-. a..Q.~ I M.. \\. \.0L. 04.0 ~ 'i ,,^,\\\~ "'-' Fu.....c\ 'oc.j) IV '". - . Three major projects totaling over $ 5 million will begin in FY04. Once these large capital expenditures have been made, approximately $1.2 million will remain in unrestricted fund equity (cash and cash equivalents). This amount may not be sufficient to cover future projects, unforeseen repairs or possible storm or hurricane damage. Accordingly, it is staff's recommendation that there be no further reduction of the toll tickets at this time. Upon completion of the upcoming major projects, the fund could be reanalyzed to determine if any further reduction of the toll tickets is possible at that point in time. Should you have any questions or require any additional information, please feel free to contact me. COP /bpl enclosures cc: BOCC Dale Enwall Dave Koppel Joe Medallion James L. Roberts CARD SOUND TOll AUTHORITY FUND 401 1) Toll revenue from all sources averages about $1.2 Million per year. Annual expenditures are about $800,000 per year. 2) Revenue from the discount toll tickets averages about $280,000 per year, or 23% of total toll revenues. 3) Current toll tickets have a face value of 40<1: per axle, which is a 10<1: discount. 4) An average of 700,000 toll tickets are redeemed each year. 5) For every 10<1: that the toll tickets are reduced, annual revenue will decrease by approximately $70,000. 6) The following major projects are expected to begin in FY04: a. Card Sound Bridges at an estimated cost of $3.5 Million; / b. CR905/SR5 to Ocean Reef Roadway Improvement Project - $549.038 v (county match amount); and e. C905 to County Line Roadway Improvement Project - $1.135.826 v (county match amount). 7) FY03 Estimated Budget reflects a fund balance forward of $6,118,985 (FY02 Unrestricted Fund Equity of $8,741,407 at 70%), with thirty percent (30%), or $2,622,422, left in reserves. 8) After calculating FY04 and FY05 proposed revenues and appropriations, including cost of major bridge and roadway improvement costs, unrestricted fund equity is estimated at $1.216.143. This amount is not sufficient to cover any future projects, unforeseen repairs or possible storm or hurricane damage. ? 9) Staff recommends that any further reduction of the toll tickets be put on hold until completion of the upcoming Card Sound bridges and roadway improvement projects. 10) Should the BOCC decide to reduce the toll tickets, staff recommends that the remaining 40<1: tickets be accepted without refunds. Refunding could cause accounting issues, and would be a burden on the toll collectors. 11) Any change to the current 40<1: toll ticket amount will require a public hearing to adopted an Ordinance amending See. 16-4(b)(2) of the Monroe County Code. 9/26/03 L..LJ lJ o OC co ....J ....J o I- "0 Co rO-.:t 00 <(z 0:::> OCu.. o Z :::> o Vl o OC <( U VI o >- LI- 1:) <l.o ~ ~I ~ CI; v o >- LI- 1:) <l.o ~ ~I ~ CI; 1:) ~II lG ~IJ <( ~jJ ~jl ~ji O"l ra O"l a >- u LI- <( ~jl o o o o LI"\ 00 ~~.g~~ 00000 N If'\ NON CJ" 0 O"!. .j v 4:A~W't~iAV'l""4:A""'" o o o o LI"\ 00 4:A 4:A 4:A 4:A o o q o LI"\ -. 080 Lf'l Lf'l o 0 0 00 00 6d6~~ N If'\ N Lf"I t-.. '" '" N <0 "- ..... ..... .... o o o. LI"\ '" o LI"\ LI"\ 00000 o. ~ '" LI"\ 00 '" 00 0 ~ -~ 'l::t. <0 "- 4:A4:A4:A4:A4:A4:A4:A4:A4:A o o q o LI"\ 00 4:A 4:A 4:A 4:A v <J5 00 -. o 0 0 0 0 o 0 000 ~~qo.~ o 0 0 0 0 V"\ u; lJ'\ 0 Lf'l '" 0 <J5 "- ..... o '" ~ LI"\ "- '" "<t '" 0 '" ~ 0)' '" v <0 "- '" m -. 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