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FY2013 1 1 1 1 1 ' MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT ' PROPOSED BUDGET FISCAL YEAR 2012 -2013 1 JUNE 1, 2012 1 1 1 1 C7 o `1 1 -I/ 1 - J 171 T ` J 1 1 1 BRANCH OFFICE: MONROE COUNTY COURTHOUSE ;7 PLANTATION KEY 500 WHITEHEAD STREET, SUITE 101 � �`JY�uiDUE � GOVERNMENT CENTER KEY WEST, FLORIDA 33040 v ! �' : a 88820 OVERSEAS HIGHWAY TEL. (305) 294 -4641 * 7r ' / II PLANTATION KEY, FLORIDA 33070 FAX (305) 295 -3663 / Z .: " -? �o„ TEL. (305) 852 -7145 '� e ' • '' ° � BRANCH OFFICE: FAx (305) 852 -7146 � MARATHON SUB COURTHOUSE BOTH BUILDING 3117 OVERSEAS HIGHWAY CLERK OF THE CIRCUIT COURT 50 HIGH POINT BONG MARATHON, FLORIDA 33050 MONROE COUNTY PLANTATION KEY, FLORIDA 33070 TEL. (305) 289 -6027 TEL. (305) 852 -7145 FAx (305) 289 -1745 www.clerk -of- the court.COlri FAx (305) 853 -7440 June 1, 2012 Mayor David P. Rice 9400 Overseas Hwy, #210 Marathon Airport Terminal Marathon, FL 33050 Dear Mayor and Commissioners: Enclosed please find my request for those budgets of the Clerk of the Circuit Court/Clerk to the Board of County Commissioners that are not court- related. I have also enclosed a budget for certain court- related costs. Pursuant to Florida Statutes, the Board is responsible for funding the non -court related activities as well as certain other expenditures - such as telephones, equipment, and information systems costs - in the court- related budgets. My budget requests are essentially flat reflecting a decrease of $1355. These budgets do not include any requests for salary increases. If during the process the Board decides to include salary increases in your budget, I would reserve the right to amend my budgets accordingly. I am sure that you are aware that there is a case before the Florida Supreme Court challenging legislation passed in the 2011 Session of the Legislature requiring employees to contribute 3% of their salary to the Florida Retirement System. If that legislation is overturned it could have a significant impact on our budgets. Of course, we do not at this point know how the court will rule on this issue so it is impossible to include in these budget requests any consideration for a possible refund scenario or substantial increase in the employer contribution rate as a result of a Supreme Court decision which will probably occur during next fiscal year. This budget request does not include any of the court- related activities subject to the state appropriation process and funded by the Clerk of Courts Trust Fund. I will be submitting those budgets to the state later in the year. We have already been advised that no salary increases will be approved by the state for budgets of the Clerk's court related functions. In fact, we are looking at significant cuts in our court- related budget that may result in a reduction of office hours and across - the -board salary cuts to court employees. I ask that you continue to provide funding of my insurance costs, both court- related and non -court related. This appropriation would only be used if court- related revenues are not sufficient to cover those costs. In the previous seven fiscal years, I have returned excess fees to the county far in excess of the appropriation for insurance costs. However, in the current economic situation, we have seen serious declines in the revenues generated by the Clerk's office. Without this appropriation being available, if needed, there is the possibility that I might have to withdraw from the group. Florida Statute 28.36 as amended by SB 2108 adopted by the 2009 Legislature, requires that I submit budgets for court- related functions to the Clerk of Courts Operations Corporation on or before October 1. I will file a copy of those budgets with the Board for your information, and, of course, they will be made available to the public. Should you have any questions concerning this matter, please do not hesitate to contact me. Sincerely yours, q ----- C(4 4- er --- " Danny L. Kolhage, Clerk of the Circuit Court and ex- officio Clerk to the Board of County Commissioners cc: County Administrator File MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT TABLE OF CONTENTS INTRODUCTORY SECTION Organization Chart 2 Duties and Functions 3 OPERATING BUDGET COMPARISON 4 -5 NON -COURT RELATED DEPARTMENTAL OPERATING BUDGETS Annual Budgets: Clerk to the Board of County Commissioners 6 -9 Internal Audit 10 -12 Tourist Development Tax Audit 13 -15 Information Systems 16 -18 Recording 19-21 Administration 25-27 Records Management TOURIST DEVELOPMENT TAX AND TOURIST IMPACT TAX 28-29 REVENUE HISTORY COURT- RELATED CLERK FUNCTIONS Court - Related Clerk Fees 30 Calculation of Overhead Percentages 31 PUBLIC RECORDS MODERNIZATION TRUST FUND 32 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT ORGANIZATION CHART CITIZENS CLERK OF THE CIRCUIT COURT Internal Audits Tourist Development Tax Audits CIRCUIT COUNTY ADMINISTRATIVE CLERK TO CIRC COURT SUPPORT BOCC COURT I Administration I 1 Administration -- Criminal I Criminal Jury --1 Civil i 1 Civii I Management II — Finance j �" Records Value Family [Traffic I— Management L Adjustment Board Juvenile 1 Recording _ Information Probate Systems 2 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT DUTIES AND FUNCTIONS ida The Clerk of the Circuit Court is an elected by office befit tionb by Constitution. The duties of the office are prov ided Florida Legislature, and by order of the Court. The Florida Constitution provides that the Clerk of the Circuit Court shall be: Clerk of the Circuit Court, Clerk of the County Court, County Comptroller/Treasurer, County Auditor, County Recorder, and Secretary/Ex- officio Clerk to the Board of County Commissioners. Organization Monroe County is a political subdivision of the State of Florida, pursuant to Article VIII, Section (1), Constitution of the State of Florida. It is guided by an elected Board of County Commissioners (BOCC) which is governed t byt o State a Statutes. In The addition to the members of the BOCC, there are five elected co Property Appraiser, Clerk of the Circuit Court, Sheriff, and the Supervisor of Elections. Actions by the Legislature in the 2009 and 2010Vsessions hationsl placed the funding ndgor Ce of the Circuit Court in the general Legislate appropriations in the Clerk of Courts provided by Clerks' court- related revenues statewide t d COUrts for court - related Trust Fund. The budgets of the Clerk of the Circuit and County functions are contained in the Clerk's Court - Related Fund and the Clerk's Modernization Trust Fund. Funding for the budget of the Clerk of the Circuit Court, osts that are the bBty of of County Commissioners and certain court-related County, is an appropriation of the General Revenue of the County. 3 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT OPERATING BUDGET COMPARISON 2012 -2013 2012 -2013 2011 -2012 Proposed Proposed Proposed Increase Budget Budget (Decrease) Non -Court Related Clerk Functions Clerk to BOCC $ 1,584,945 $ 1,563,514 $ 21,431 Internal Audit 231,067 230,667 400 3,075 Information Systems 675,933 679,008 (3,075) 423,846 432,886 (9,040) Recording 105,862 108,896 (3,034) Administration Records Management 151,472 131,472 20,000 Contingency 190,000 190,000 0 Total Non -Court Related Clerk Functions 3,363,125 3,336,443 26,682 Court Related Clerk Functions 121,600 121,600 0 County Obligation per Statute Court Related Insurance 456,963 460,000 (3,037) Total Court Related Clerk Functions 578,563 581,600 (3,037) Total Clerk Function Expenditures 3,941,688 3,918,043 23,645 Less Non -Court Fees and Other Revenues 650,000 625,000 (25,000) General Revenue Funding $ 3,291,688 $ 3,293,043 $ (1,355) 4 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT OPERATING BUDGET COMPARISON - TDC FUNCTIONS 2012 -2013 2012 -2013 2011 -2012 Proposed Approved Approved Increase Budget Budget (Decrease) Clerk Functions Funded by TDC Revenues $ 57,861 $ 57,728 $ 133 Clerk to 200,593 200,255 338 TDC Audit t Total Clerk Functions Funded by TDC Revenues $ 258,454 $ 257,983 $ 471 5 MONROE COUNTY, FLORIDA CLERK TO THE BOARD OF COUNTY COMMISSIONERS ANNUAL BUDGET FUNCTION: According to Florida Statutes 125.17 and 28.12, "the Clerk of the Circuit Court for the County shall be the Clerk and Accountant of the Board of County Commissioners" (BOCC). The Clerk "shall keep the minutes and accounts." As Clerk to the Board of County Commissioners, the Clerk is also responsible to serve as Clerk to the Value Adjustment Board (VAB) created pursuant to Florida Statute 194.015. DESCRIPTION /OBJECTIVE: This department includes the accounting function and property control for the BOCC (Clerk to the BOCC- Finance), recording of the minutes of the BOCC meetings (Clerk to the BOCC - Admin) and operations for the Value Adjustment Board (Clerk to the BOCC- VAB). Clerk to the BOCC- Finance: This department maintains BOCC accounts including the Tourist Development Council and the Clerk's court related accounts in accordance with United States generally accepted governmental accounting principles and in compliance with statutory requirements. This includes cash, investment, debt, and property management, as well as the receipt and disbursement of Monroe County's funds, including payroll. For the last twenty -three fiscal years, the Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to Monroe County for its Comprehensive Annual Financial Report (CAFR). The Certificate of Achievement is a prestigious national award recognizing conformance with the highest standards for preparation of state and local government financial reports. Clerk to the BOCC - Admin: This department prepares and indexes official minutes of regular and special meetings of the BOCC. In addition to preparing minutes and processing ordinances and resolutions resulting from these meetings, the Clerk maintains all County contracts, as well as custody of the County seal, and affixes the same to any paper or instrument as required by law. This department is responsible for the custody and care of the BOCC's official documents and makes them available for public inspection. 6 Clerk to the BOCC -VAB: The Value Adjustment Board meets annually and is charged with conducting hearings and making decisions concerning: Petitions relating to ad valorem assessments; appeals relating to ad valorem tax exemptions; and appeals concerning ad valorem tax deferrals and classification. As authorized by Florida Statute 194.035, the VAB appoints special magistrates to take testimony from petitioners and make recommendations to the VAB. This department files all petitions, receives filing fees, assists in the process of obtaining the services of special magistrates, schedules and notifies petitioners and parties of hearings before special magistrates and the VAB, attends and records special magistrate hearings and VAB meetings, documents and sends notification of final decisions of the VAB, and other duties as directed by law. GOALS: Clerk to the BOCC- Finance: The County has implemented an ambitious capital projects program which will provide wastewater facilities throughout the County. The Clerk has reallocated the resources of this department to accommodate the expanded volume of work generated by the construction activity. The Finance Department also intends to upgrade its accounting software in order to more efficiently process accounts payable by improving the communication and coordination between Finance and all other County departments. Clerk to the BOCC - Administration: The Records Management and Document Imaging System will continue to be updated. Currently, the imaging system includes minutes from 1980 to the present; resolutions from 1960 to the present; ordinances from 1970 to the present and marriage licenses issued from 1829 -1996. Minutes, resolutions and ordinances are available on the Clerk's website. All BOCC records are made available to the public at their request. This office continues to update its database for county contracts, leases and other official documents approved by the BOCC. Clerk to the BOCC -VAB: We will continue to maintain the efficient operations of the VAB as the Department of Revenue continues to revise and update the procedures of the VAB. The Clerk's office, together with the contracted attorney to the VAB and the Property Appraiser's office, assists the Value Adjustment Board in its operations. The staff will continue to educate the taxpayer by providing general information and requirements through written materials and by direct contact with the taxpayers. Our primary goal is to be as helpful and cooperative as possible throughout the entire VAB process. 7 Clerk to the Board of County Commissioners Positions Budget Position Classification: Current 1 New 1 Total Amount Assistant to the Clerk 0.70 0.00 0.70 $72,959 1.00 0.00 1.00 104,227 Finance Director 101,104 Assistant Finance Director 1.00 0.00 1.00 401,704 Sr. Accounting Specialists 6.70 0.00 6.70 84,669 Administrative Assistants 1.40 0.00 1.40 Accounting Specialists 11.00 0.00 11.00 413,806 Subtotal 1,208,504 COLA/Merit Pool (0.0 %) 0 - Salaries 1,208,504 _ 167,925 Fringe Benefits 211,377 Life, Health & Worker's Comp. Total Personal Services 21.80 I 0.00 1 21.80 $1,587,806 Budget Capital Outlay: Quantity Amount 5 $10,000 Computer Equipment Total $10,000 8 Clerk to the Board of County Commissioners Fiscal Year Workload Measures: 2008 2009 2010 2011 Clerk to the BOCC - Finance Operating Checks Issued 15,419 14,103 14,386 14,404 Payroll Checks /Direct Deposits 17,861 15,919 17,023 16,888 Cost Centers Maintained 545 580 582 543 Funds Maintained 62 61 61 61 Property Records 4,021 4,005 3,835 3,851 Clerk to the BOCC - VAB (Calendar Year) 3 VAB Meetings 3 3 3 VAB Petitions 967 2,105 1,060 686 Special Magistrate Hearings 12 (days) 10 14 10 Proposed Approved Proposed 2012 -2013 2011 -2012 Increase Percent Budget Summary: Budget Budget (Decrease) Change Personal Services $1,587,806 $1,531,242 $56,564 Operating Expenses 45,000 80,000 (35,000) Capital Outlay 10,000 10,000 0 Total $1,642,806 $1,621,242 $21,564 1.33% 9 MONROE COUNTY, FLORIDA INTERNAL AUDIT ANNUAL BUDGET FUNCTION: Article V, Section 16 of the Florida Constitution provides that the Clerk of the Circuit Court is the Ex- officio Clerk to the Board of County Commissioners, Auditor, Recorder, and Custodian of Public Funds. The Internal Audit Department was created to audit County Departments, private not - for- profit entities that receive County funds, Clerk of the Circuit Court operations, and other audits as authorized and requested. These audits provide reasonable assurance that entities' policies and procedures are in accordance with the Board of County Commissioners' and Clerk of the Circuit Court's mission and goals; that entities are operating in accordance with their established policies and procedures; that internal controls are established and operating a ade rop s County assets. ient use of County ols resources; and that internal controls are adequate to safeguard nty DESCRIPTION /OBJECTIVE: The department audits County Departments, private not - for - profit entities that receive County funds, Clerk of the Circuit CouCoperations, Aud ts performed sin as accordance wwith requested by the Clerk of the Circuit Co the standards established by the Institute of Internal Auditors. Preliminary audits are submitted to the Clerk of the Circuit Court and appropriate persons in order for auditees to respond to the auditors' findings and recommendations. Once the auditees' responses are received, a final audit report is issued to each Monroe County Commissioner, County Administrator, County Independent Auditor, other appropriate personnel and any interested persons. GOALS: The department will continue to conduct audits as authorized and requested by the Clerk of the Circuit Court. 10 Internal Audit Positions Budget Position Classification: Current 1 New 1 Total Amount Director of Internal Audit 1.00 0.00 1.00 $99,750 Internal Auditor 1.00 0.00 1.00 68,512 Subtotal 168,262 COLA/Merit Pool (0.0 %) 0 — Salaries 168,262 9 5,68 Fringe Benefits 2 25,689 Life, Health & Worker's Comp. Total Personal Services 2.00 I 0.00 I 2.00 $213,567 Budget Capital Outlay: Quantity Amount None Total $0 11 Internal Audit Workload Measures: Completed Audits Date Report Issued Advanced Data Processing, Inc. January, 2009 Marine Derelict Vessel Removal February, 2009 Offsite Car Rental Fees -- Enterprise Leasing Co. March, 2009 Offsite Car Rental Fees -- Vanguard Car Rental May, 2009 MC Grants Management - Human Services Grants August, 2009 Schooner Western Union Preservation Society, Inc. February, 2010 Cellular Telecommunications Policies and Procedures April, 2010 Interlocal Agreements with FKAA -Big Coppitt Wastewater Project July, 2010 Interlocal Agreements with Key Largo Wastewater Treatment District July, 2010 Stand Up for Animals, Inc. October, 2010 Humane Animal Care Coalition, Inc. December, 2010 FI. Keys Society for the Prevention of Cruelty to Animals January, 2011 Key West International Airport Revenue: Onsite Car Rental Agencies -- Hertz, Avis, Budget, Dollar, Thrifty November, 2011 Human Services Board -- Grants and Grant Policies & Proced. March, 2012 Other Reports Interim Audit Report of Architectural Fees for KWIA May, 2007 County Administrator Review November, 2010 Upper Keys YMCA Contract - Key Largo Community Park Review April, 2011 Florida Keys Council of the Arts Contract Review April, 2011 Key West Airport Operations Review November, 2011 Health Care Contracts Review January, 2012 Miscellaneous Special Reports 5 1 Guardianship Audits - Reports Reviewed - 5/11 through 4/12 57 Proposed Approved Proposed 2012 -2013 2011 -2012 Increase Percent Budget Summary: Budget Budget (Decrease) Change Personal Services $213,567 $213,167 $400 Operating Expenses 17,500 17,500 0 Capital Outlay 0 0 0 Total $231,067 $230,667 $400 0.17% 12 Tourist Development Tax Audit Positions Budget Position Classification: Current I New I Total Amount Senior Tourist Tax Auditor 1.00 0.00 1.00 $67,862 Tourist Tax Auditor 1.00 0.00 1.00 66,938 Subtotal 134,800 COLA/Merit Pool (0.0 %) 0 Salaries _ 134,800 17,807 Fringe Benefits 17,807 Life, Health & Worker's Comp. Total Personal Services 2.00 1 0.00 I 2.00 $172,093 Budget Capital Outlay: Quantity Amount None Total $0 14 Tourist Development Tax Audit Fiscal Year Estimated Workload Measures: 2009 2010 2011 2012 Audits and Estimates Conducted 25 38 30 25 Notices of Delinquent Taxes 53 95 184 147 Identification Letters 88 64 41 75 Proposed Approved Proposed 2012 -2013 2011 -2012 Increase Percent Budget Summary: Budget Budget (Decrease) Change Personal Services $172,093 $171,755 $338 Operating Expenses 28,500 28,500 0 Capital Outlay 0 0 0 Total $200,593 $200,255 $338 0.17% 15 MONROE COUNTY, FLORIDA INFORMATION SYSTEMS ANNUAL BUDGET FUNCTION: The role of the Clerk of the Circuit Court in Information Systems is to provide information systems services to all departments of the Clerk of the Circuit Court, as well as to the BOCC and eight (8) other agencies that are a part of the Criminal Justice Information Systems network. DESCRIPTION /OBJECTIVES: The Information Systems Department supports the following applications: Circuit Court: Civil, Probate, Jury Management Clerk of Courts Accounting County Court: Traffic, Civil /Small Claims Clerk to the BOCC Accounting Criminal Justice Information System (CJIS) Payroll Juvenile Fixed and Moveable Assets Document Recording and Indexing Purchasing Budgeting E- filing GOALS: The Information Systems Department will continue to provide the necessary support functions to the Clerk of Court's and Clerk to the BOCC staff. 16 Information Systems Positions Budget Position Classification: Current 1 New 1 Total Amount 0.00 1.00 84460 ,2 Information Systems Supervisor 1.00 0.00 1.00 $84,260 Computer Systems Coordinator 1.00 0.00 2.00 95,557 8,2114 Computer Operators 2.00 Subtotal 267,931 0 COLA/Merit Pool (0.0 %) 267,931 Salaries Fringe Benefits 35,394 35,39 Life, Health & Worker's Comp. I I 4.00 $345,933 Total Personal Services 4.00 0.00 Budget Quantity Amount Capital Outlay: None $0 Total 17 Information Systems Fiscal Year Workload Measures: 2008 2009 2010 2011 Workstations 149 147 144 147 Servers 24 25 24 23 Processing (Hours per day) 12 12 12 12 Proposed Approved Proposed 2012 -2013 2011 -2012 Increase Percent Budget Summary: Budget Budget (Decrease) Change Personal Services $345,933 $345,008 $925 Operating Expenses 330,000 334,000 (4,000) Capital Outlay 0 0 0 Total $675,933 $679,008 ($3,075) -0.45% 18 MONROE COUNTY, FLORIDA RECORDING ANNUAL BUDGET FUNCTION: The Florida Constitution provides that the Clerk I be �ecordedsin shall be the Official p Records f of recording all instruments authorized by Monroe County. DESCRIPTION /OBJECTIVES: The Recording Department processes all documents that are recorded in the Official Records of Monroe County. The staff records documents, and collects documentary and intangible taxes due to the State of Florida, Department of Revenue. The department also maintains a daily register of recorded documents and provides an index to the Official Records. GOALS: Public access to the Official Records Document Recording and Indexing System via the The Clerk of Courts website has greatly enhanced the public usage of thees ear to software used to manage and maintain public records was upgraded Y provide a better system of organization and to rredideeedactio need 0u for v n sdor m The software also has the capacity to provide the use of the new recording software to use its redaction feature, which will provide efficiencies in the redaction process. 19 Recording Positions Budget Position Classification: Current I New 1 Total Amount 0.40 0.00 0.40 $16,867 Assistant Supervisor Clerk III 1.00 0.00 1.00 39,579 Clerk II 1.00 0.00 1.00 38,512 Clerk I 3.80 0.00 3.80 129,352 Allocation of Branch Office 0 27 19,977 Supervision 0.27 0.00 Subtotal 244,287 0 COLA/Merit Pool (0.0 %) 244,287 Salaries - 32,270 Fringe Benefits 8 ,20 Life, Health & Worker's Comp. I 6 6.47 $33 22 , 2 4 9 Total Personal Services 6.47 l 0.00 Budget Quantity Amount Capital Outlay: None $0 Total 20 Recording Calendar Year Estimated Workload Measures: 2009 2010 2011 2012 Documents Recorded 47,576 46,076 45,837 47,000 Marriage Licenses 2,730 2,790 3,117 3,175 Passports 933 0 0 0 Proposed Approved Proposed 2012 -2013 2011 -2012 Increase Percent Budget Summary: Budget Budget (Decrease) Change Personal Services $338,846 $343,886 ($5,040) Operating Expenses 85,000 89,000 (4,000) Capital Outlay 0 0 0 Total $423,846 $432,886 ($9,040) -2.09% 21 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT AND COUNTY COURT ADMINISTRATION ANNUAL BUDGET FUNCTION: The Florida Constitution provides that the Clerk of the Circuit Court shall be: Clerk of the Circuit Court, Clerk of the County Court, County Comptroller/Treasurer, County Auditor, County Recorder, and Secretary/Ex- officio Clerk to the Board of County Commissioners. DESCRIPTION /OBJECTIVE: Administration provides for the general management of all departments reporting to the Clerk of the Circuit Court. Administration is responsible for long -range planning, and policies and procedures development. Administrative Assistants provide secretarial support. Administration staff maintains the accounting records for the receipt and disbursement of the Clerk of the Circuit and County Court activities in accordance with United States generally accepted governmental accounting principles and in compliance with statutory requirements. This includes preparing the Clerk of the Circuit Court's annual budget; monitoring and processing operating expenditures; transferring accounting for the Board charged Commissioners, the Clerk of the Circuit Court and t g these fees ee Commissioners, the State of Florida and other agencies. GOALS: Administration will also continue to monitor internal processes and pr public. res and the delivery make changes where necessary to improve ry of services to the 22 Administration Positions Budget Position Classification: Current I New 1 Total Amount Executive Salary 1.00 0.00 1.00 $107,828 Assistant to the Clerk 0.30 0.00 0.30 31,268 Administrative Assistant 0.60 0.00 0.60 36,287 Overtime 0 Subtotal 175,383 COLA/Merit Pool (0.0 %) 0 - Salaries _ 175,383 • Fringe Benefits 35,295 Life, Health & Worker's Comp. 18,696 Total Personal Services 1.90 I 0.00 I 1.90 $229,374 Budget Capital Outlay: Quantity Amount None Total $0 23 Administration Calendar Year Estimated Workload Measures: 2009 2010 2011 2012 Clerk to the BOCC - Admin. 22 22 24 Meetings Held 25 270 247 273 Pages of Minutes 293 469 442 475 Resolutions Adopted 466 38 25 33 Ordinances Adopted 38 565 562 556 Contracts Approved 547 Proposed Approved Proposed 2012 -2013 2011 -2012 Increase Percent Budget Summary: Budget Budget (Decrease) Change Personal Services $229,374 $237,355 ($7,981) 53,500 0 53, Operating Expenses 53,500 0 Capital Outlay 0 0 Subtotal 282,874 290,855 ( 7,981 ) Allocation to Non -Court Related x 37.42% x 37.44% Functions (See Pa.e 31 - 2.79% Total $105,862 $108,896 ($3,034) 24 MONROE COUNTY, FLORIDA RECORDS MANAGEMENT ANNUAL BUDGET FUNCTION: The Florida Constitution provides that the Clerk of Courts is responsible for the maintenance and protection of a wide variety of public records. DESCRIPTION /OBJECTIVES: The Records Management Department processes all Official Records, court records, and other miscellaneous records with imaging technology. Records are maintained until the retention period has been met. Once the retention period is met, the records are scanned and subsequently destroyed. Oversight of the central mail room rests with this department. In addition, the department provides Official Record document images and indexes to the public. GOALS: In proviso language attached to the budget legislation in the 2010 session directed Clerks to implement e- filing in five court divisions by January of 2012. However, the time necessary to link every Clerk to a state -wide system was underestimated as specifications had not been developed by the state. In proviso language attached to the budget legislation in the 2012 session required Clerks to implement e- filing for the ten trial court divisions by January 1, 2013. The design work necessary to connect local e- filing with the state system, in conformity with requirements that were developed as the state -wide project progressed, was completed in Monroe County May, 2012. E- filing for circuit civil cases became available at that time. All remaining civil divisions are expected to have e- filing availability by July, 1 2012. Criminal cases e- filing is scheduled to be completed by December, 2012. The cost of software and hardware required to comply with this legislative mandate will be provided by the Public Records Modernization Trust Funds. New documents filed in court cases are redacted as required by Florida Statutes. The Official Records for 1985 -1996 are in the process of being redacted by an outside vendor. This process is expected to be complete September, 2012, and work will commence on the redaction of court records thereafter. The Clerk intends to strengthen the security of public records by establishing a "hot site ". A "hot site" is a duplicate set of servers simultaneously updated online over the internet with all history and transactions processed by the primary set of servers located in Key West. The duplicate servers are usually located hundreds of miles from the primary site in a building certified to withstand a category 4 hurricane, flood and other such disasters. 25 Records Management Positions Budget Position Classification: Current New Total Amount Records Supervisor 1.00 0.00 1.00 $54,693 Records Technician II 1.00 0.00 1.00 45,528 Records Technician I 3.75 0.00 3.75 139,425 Overtime 0 Subtotal 239,646 COLA/Merit Pool (0.0 %) 0 Salaries _ 239,646 Fringe Benefits 31,657 Life, Health & Worker's Comp. 55,445 Total Personal Services 5.75 0.00 5.75 $326,748 Budget Capital Outlay: Quantity Amount None Total $0 26 • Records Management Fiscal Year Estimated Workload Measures: 2009 2010 2011 2012 Rolls 102 0 0 0 Pages Microfilmed /Scanned 255,000 260,000 275,000 250,000 Microfilm and Electronic Copies 50 (2009 Rolls and CDs) 111 51 55 (2010 -2012 CDs) Proposed Approved Proposed 2012 -2013 2011 -2012 Increase Percent Budget Summary: Budget Budget (Decrease) Change Personal Services $326,748 $273,154 $53,594 Operating Expenses 78,000 78,000 0 Capital Outlay 0 0 0 Subtotal 404,748 351,154 53,594 Allocation to Non -Court Related Functions (See Page 31) x 37.42% x 37.44% Total $151,472 $131,472 $20,000 15.21% 27 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT TOURIST DEVELOPMENT TAX AND TOURIST IMPACT TAX REVENUE HISTORY $30,000,000 $25,000,000 M $20,000,000 1 $15,000,000 o N S $10,000,000 $5,000,000 — $0 FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 0 3% Tourist Development Tax 0 1% Tourist Impact Tax Estimated FY 2010 FY 2011 I FY 2012 FY 2008 FY 2009 3% Tourist Development Tax $15,470,137 $15,428,097 $20,266,390 $23,102,617 $25,966,071 1% Tourist Impact Tax 5,156,682 4,730,584 5,074,910 5,779,010 6,495,042 Total Tax Collected $20,626,819 $20,158,681 $25,341,300 $28,881,627 $32,461,113 28 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT TOURIST DEVELOPMENT TAX AND TOURIST IMPACT TAX REVENUE HISTORY Tourist Development Tax Revenues 3% Oct 2007 -May 2009, 4% June 2009 -Sept 2012 I Month 6 Months Est. % Increase Collected I FY2007/08 I FY2008/09 I FY2009/10 I FY2010/11 I FY2011/12 from Prior Year Oct $805,131 $821,069 $1,078,392 $1,234,746 $1,542,746 24.94% Nov 1,049,064 1,058,291 1,349,232 1,386,514 1,731,331 24.87% Dec 1,259,861 1,183,102 1,730,753 1,775,091 2,077,057 17.01% Jan 1,446,709 1,441,733 1,858,813 1,941,358 2,355,650 21.34% Feb 1,877,082 1,519,489 2,277,091 2,335,872 2,852,894 22.13% Mar 2,189,775 1,704,773 2,766,607 3,126,132 3,425,313 9.57% Apr 1,554,712 1,461,352 2,100,317 2,544,361 2,697,023 6.00% May 1,299,165 1,208,388 1,674,358 2,078,145 2,202,834 6.00% Jun 1,255,671 1,391,334 1,572,704 1,911,949 2,026,666 6.00% Jul 1,260,857 1,590,023 1,659,437 2,054,044 2,177,287 6.00% Aug 1,002,919 1,257,826 1,248,345 1,619,310 1,716,469 6.00% Sep 469,191 790,717 950,341 1,095,095 1,160,801 6.00% Total $15,470,137 $15,428,097 $20,266,390 $23,102,617 $25,966,071 Increase 1.24% -0.27% 31.36% 13.99% 12.39% 1% Tourist Impact Tax Revenues Month 6 Months Est. % Increase I Collected FY2007/08 I FY2008 /09 I FY2009 /10 I FY2010/11 I FY2011/12 from Prior Year Oct $268,377 $273,690 $269,824 $308,708 $385,687 24.94% Nov 349,688 352,763 338,547 346,697 432,844 24.85% Dec 419,954 394,367 433,338 444,484 519,437 16.86% Jan 482,236 480,578 466,359 485,340 589,582 21.48% Feb 625,694 506,496 570,167 584,001 713,223 22.13% Mar 729,925 568,258 693,726 781,533 856,328 9.57% Apr 518,237 487,117 525,274 636,090 674,255 6.00% May 433,055 401,741 418,650 520,094 551,300 6.00% Jun 418,557 351,175 393,223 479,404 508,168 6.00% Jul 420,256 401,142 414,956 513,511 544,322 6.00% Aug 334,306 315,144 312,086 405,374 429,696 6.00% Sep 156,397 198,113 238,760 273,774 290,200 6.00% Total $5,156,682 $4,730,584 $5,074,910 $5,779,010 $6,495,042 29 OM CD 00 r N CO h N r C!) 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