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FY2014MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT & COMPTROLLER PROPOSED BUDGET FOR FISCAL YEAR 2014 Presented by: Amy Heavilin, CPA Ex-officlo Clerk to the Board of County Commissioners Submitted: June 1, 2013 AMY REAVILIN, CPA CLERK OF CIRCUIT COURT & COM"ROLLER MONROE COUNTY, FLORIDA ,tune 1, 2013 Mayor George Neugent 25 Ships Way Big Pine Key, FL 33043 RE: FYE — 2014 Budget Request Dear Mayor and Commissioners: In accordance with Florida Statute 129.03, 1 hereby submit the preliminary budget for certain court related costs and all non -court related costs. The County is required by Florida Statute 29.008 to fund the cost of facilities for the office of the Clerk of the Circuit and County Courts. These costs include such items as equipment, leases, computer systems and telephones. The budget reflects a modest increase of a 3% cost of living adjustment as well as an increase in retirement contributions as required by FRS. Due to the increased tips of potential fraud and the associated workload, we have included a full-time Certified Fraud Auditor position. By approving the addition of this position, the message to the public will be clear that the County has a zero tolerance for such activity. This budget request does not include court costs funded by court revenues, the Clerk of Court Trust Fund, or the Federal child support grant. The court related budget is limited by the State Legislature Budget Committee, and will be the same amount as the 2013 budget despite the increase in pension contribution rates. A cost of living adjustment cannot be given to the Clerk employees funded by the County without providing the same adjustment to the court -related employees. The County has no obligation to fund court -related costs of living adjustments. However, if the Board decides not to provide this support, the request for a non -court related salary adjustment will be withdrawn. The cost to provide a 3% cost of living adjustment to court related staff is $71,578. 500 Whitehead Street Suite 101, PO Box 1980, Key West, FL 33040 Phone: 305-295-3130 Fox: 305-295-3663 3117Overseas Highway, Marathon, FL 33050 Phone: 305-289-6027 Fox: 305-289-6025 88820 Overseas Highway, Plantation Key, FL 33070 Phone: 852-7145 Fox: 305-852-7146 Page Two June 1, 2013 Re: FYE — 2014 Budget Request I am requesting that court -related insurances continue to be included in the budget. This appropriation would not be used unless there is a shortfall in court -related revenues. In the past nine years, the Clerk's office has been able to return the funding for court related insurances and more, as excess fees. I am, however, concerned that continued declines in court revenues due to external factors, such as the allocation of fees and shifts in case load, will continue to occur. If this funding continues to decline, there is a possibility the Clerk's office would have to leave the County's health insurance plan. The court -related budget to the Clerk of Courts Operations Corporation will be submitted as required by Florida Statute 28.36. This budget will be made available to the BOCC as well as the public. I welcome any questions or comments you may have on this document Sincerely, R Amy Heavili Q'it Clerk of the Court & Comptroller Ex-officio Clerk to the Board of County Commissioners CC: County Administrator File MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT & COMPTROLLER TABLE OF CONTENTS INTRODUCTORY SECTION Organization Chart 2-3 Duties and Functions 4 OPERATING BUDGET COMPARISON 5-6 NON -COURT RELATED DEPARTMENTAL OPERATING BUDGETS Annual Budgets: Clerk to the Board of County Commissioners 7-10 Internal Audit 11-12 Tourist Development Tax Audit 13-14 Information Systems 15-16 Recording 17-18 Records Management 1 g-20 TOURIST DEVELOPMENT TAX AND TOURIST IMPACT TAX REVENUE HISTORY 21-22 COURT- RELATED CLERK FUNCTIONS Court -Related Clerk Fees 23 FTE's 24 PUBLIC RECORDS MODERNIZATION TRUST FUND 25 5 cc w J J O CC F- a O V H O V F- U 5 U w w O x w r V N ADMINISTRATIVE SUPPORT Administration Jury Management Records Management Recording Information Svstems MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT & COMPTROLLER ORGANIZATIONAL CHART CITIZENS CLERK OF THE CIRCUIT COURT CLERK TO BOCC Administration Finance Value Adjustment Board Internal Audits Tourist Development ICIRCUIT COURT 1_ Criminal j Civil Familv 1 Juvenile Probate COUNTY I COURT Criminal Civil Traffic 3 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT & COMPTROLLER DUTIES AND FUNCTIONS The Clerk of the Circuit Court & Comptroller is an elected office established by the Florida Constitution. The duties of the office are provided by the Constitution, by acts of the Florida Legislature, and by order of the Court. The Florida Constitution provides that the Clerk of the Circuit Court & Comptroller 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 Vill, Section (1), Constitution of the State of Florida. It is guided by an elected Board of County Commissioners (BOCC) which is governed by State Statutes. In addition to the members of the BOCC, there are five elected constitutional officers: The Tax Collector, Property Appraiser, Clerk of the Circuit Court & Comptroller, Sheriff, and the Supervisor of Elections. The budget of the Clerk of the Circuit Court for court -related functions is primarily supported by fines, fees and service charges. Florida Statutes delineate court -related costs, which are the responsibility of the County and costs that must be funded by fines, fees, and service charges. The Statutes also provide a mechanism for funding Clerks who project a deficit in funding necessary to support court -related functions. The budgets of the Clerk of the Circuit and County courts for court -related 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 & Comptroller, as ex-officio Clerk to the Board of County Commissioners and certain court -related costs that are the responsibility of the County, is an appropriation of the General Revenue of the County. 0 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT & COMPTROLLER OPERATING BUDGET COMPARISON FYE 2014 Non -Court Related Clerk Functions Clerk to BOCC Internal Audit Information Systems Recording Records Management Salary Adjustment Contingency Total Non -Court Related Clerk Functions Court Related Clerk Functions County Obligation per Statute Salary Adjustment Court Related Insurance Total Court Related Clerk Functions Total Clerk Function Expenditures Less Non -Court Fees and Other Revenues General Revenue Funding FYE 2014 FYE 2013 Proposed Proposed Proposed Increase Budget Budget (Decrease) $ 1,695,311 $ 1,690,807 $ 4,504 321,403 231,067 90,336 584,838 675,933 (91, 095) 442,728 423,846 18,882 159,495 151,472 8,023 66,016 - 66,016 190,000 190,000 - 3,459,791 3,363,125 96,666 121,600 121,600 - 71,578 - 71,578 456,963 456,963 - 650,141 578,563 71,578 4,109,932 3,941,688 168,244 650,000 650,000 $ 3,459,932 $ 3,291,688 $ 168,244 5 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT & COMPTROLLER OPERATING BUDGET COMPARISON - TDC FUNCTIONS FYE 2014 Clerk Functions Funded by TDC Revenues Clerk to BOCC Salary Adjustment - BOCC TDC Audit DROP Retirement Payout for FYE-2014 Salary Adjustment - TDC Total Clerk Functions Funded by TDC Revenues FYE - 2014 FYE - 2013 Proposed Approved Approved Increase Budget Budget - (Decrease) 52,331 $ 57,861 $ (5,530) 1,127 0 1,127 229,276 200,593 28,683 50,000 50,000 4,219 - 4,219 $ 336,953 $ 258,454 $ 78,499 C MONROE COUNTY, FLORIDA CLERK TO THE BOARD OF COUNTY COMMISSIONERS 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, County Auditor, County Recorder, and Ex-officio Clerk to the Board of County Commissioners. In addition, according to Florida Statutes 125.17 and 28.12, "the Clerk of the Circuit Court & Comptroller 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. DESCRIPTIONIOBJECTIVE: 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-four 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: Administration provides for the general management of all departments reporting to the Clerk of the Circuit Court & Comptroller. Administration is responsible for long-range planning, budget preparation, and policies and procedures development. Administrative Assistants provide secretarial and technical support. 7 Administrative staff maintains the accounting records for the receipt and disbursement of the Cleric 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 & Comptroller's annual budget; monitoring and processing operating expenditures; accounting for user fees charged by the Clerk of the Circuit Court & Comptroller and transferring these fees to the Board of County Commissioners, the State of Florida and other local, state and federal agencies. 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. 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. Clerk to the BOCC-VAB: The Value Adjustment Board meets according to Florida Statutes and Department of Regulation rules. The Board 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. 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. 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. 8 GOALS: Clerk to the BOCC-Finance: The County is continuing an ambitious capital projects program which is providing 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. 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. Administration will also continue to monitor internal processes and procedures and make changes where necessary to improve the delivery of services to the public. Clerk to the Board of County Commissioners Fiscal Year Workload Measures: 2009 2010 2011 2012 Clerk to the BOCC - Finance Operating Checks Issued . 14,103 14,386 14,404 16,827 Payroll Checks/Direct Deposits 15,919 17,023 16,888 17,393 Cost Centers Maintained 580 582 543 511 Funds Maintained 61 61 61 62 Property Records 4,005 3,835 3,851 3,571 Clerk to the SOCC - VAB Calendar Year VAB Meetings 3 3 3 2 VAB Petitions 2,105 1,060 686 390 Special Magistrate Hearings (days) 14 10 12 7 Clerk to the BOCC - Admin. Meetings Held 22 22 21 21 Pages of Minutes 270 247 294 270 Resolutions Adopted 469 442 379 430 Ordinances Adopted 38 25 39 34 Contracts Executed 565 562 602 576 Budget Summary: Proposed FYE - 2014 Budget Approved FYE - 2013 Budget Proposed Increase (Decrease) Percent Change Personal Services $1,620,291 $1,615,787 $4,504 Operating Expenses 65,020 65,020 - CapitalOutlay 10,000 10,000 - Total $1,695,311 $1,690,807 $4,504 0.27% 10 MONROE COUNTY, FLORIDA INTERNAL AUDIT ANNUAL BUDGET FUNCTION: Article Vt Section 16 of the Florida Constitution provides that the Clerk of the Circuit Court & Comptroller 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 properly to ensure efficient use of County resources; and that internal controls are adequate to safeguard County assets. DESCRIPTION/OBJECTIVE: The department audits County Departments, private not -for -profit entities that receive County funds, Clerk of the Circuit Court & Comptroller operations, and other audits as authorized and requested by the Clerk of the Circuit Court & Comptroller. Audits are performed in accordance with the standards established by the Institute of Internal Auditors. Preliminary audits are submitted to the Clerk of the Circuit Court & Comptroller 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 Audito-,- 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 & Comptroller. A fraud "hotline" has been added as a means for the anonymous reporting of suspected fraud and unethical actions. The "tips" received from the hotline have already impacted the audits being conducted. This sends the message to the citizens of Monroe County that there is a zero tolerance for fraud. 11 Internal Audit ` Workload Measures: Completed Audits Offsite Car Rental Fees --Enterprise Leasing Co. Offsite Car Rental Fees --Vanguard Car Rental MC Grants Management - Human Services Grants Schooner Western Union Preservation Society, Inc. Cellular Telecommunications Policies and Procedures Interlocal Agreements with FKAA -Big Coppitt Wastewater Project Interlocal Agreements with Key Largo Wastewater Treatment District Stand Up for Animals, Inc. Humane Animal Care Coalition, Inc. Fl: Keys Society for the Prevention of Cruelty to Animals Key West International Airport Revenue: Onsite Car Rental Agencies --Hertz, Avis, Budget, Dollar, Thrifty Human Services Board --Grants and Grant Policies & Proced. County Technical Services Procurement Policies Health Plan Audit Date Report Issued March, 2009 May, 2009 August, 2009 February, 2010 April, 2010 July, 2010 July, 2010 October, 2010 December, 2010 January, 2011 November, 2011 March, 2012 September, 2012 January, 2013 Other Reports 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 2 Guardianship Audit -Reports Reviewed 5112 through 4113 74 Budget Summary: Proposed FYE 2014 Budget Approved FYE 2013 Budget Proposed Increase (Decrease) Percent Change Personal Services $303,903 $213,567 $90,336 Operating Expenses 17,500 17,500 - Capital Outlay - - Total $321,403 $231,067 $90,336 39.10% 12 MONROE COUNTY, FLORIDA TOURIST DEVELOPMENT TAX AUDIT ANNUAL BUDGET FUNCTION: Pursuant to the provisions of Florida Statutes 125.0104(10)(c), the Monroe County Board of County Commissioners adopted Ordinance 026-1990 and 047-1995, electing local administration of the Tourist Development Tax and the Tourist Impact Tax. Those ordinances provide that the Monroe County Clerk of the Circuit Court & Comptroller will be responsible for the enforcement and audit function associated with the collection and remission of the Tourist Development Impact Tax. DESCRIPTIONIOBJECTIVE: The department randomly selects for audit from among the following: hotels, motels, campgrounds, real estate companies and individuals who rent transient units, which are required to collect and remit Tourist Development Tax and Tourist Impact Tax. The purpose of the audits is to determine compliance with Florida Statutes related to the Tourist Development Tax and Tourist Impact Tax. The department also attempts to identify taxpayers who rent to transients and currently, do not collect and/or remit the required tax. The staff also assists the County Tax Collector in contacting delinquent taxpayers. When necessary, these individuals or entities are also audited. This department is funded completely with Tourist Development Tax and Tourist Impact Tax revenues. GOALS: The department plans to continue to perform audits to identify new taxpayers, and to assist the Tax Collector in contacting delinquent taxpayers. 13 Tourist Development Tax Audit Fiscal Year Estimated Workload Measures: 2010 2011 2012 2013 Audits and Estimates Conducted 38 30 30 33 Notices of Delinquent Taxes 95 184 118 77 Identification Letters 64 41 102 96 Active Tax Accounts 1,288 1,402 1,521 1,670 Budget Summary: Proposed FYE 2014 Budget Approved FYE 2013 Budget Proposed Increase (Decrease) Percent Change Personal Services $254,995 $172,093 $82,902 Operating Expenses 28,500 28,500 - Capital Outlay - - - Total 1 $283,495 $200,693 $82,902 1 41.33% Im MONRO.E COUNTY, FLORIDA INFORMATION SYSTEMS ANNUAL BUDGET FUNCTION: The role of the Clerk of the Circuit Court & Comptroller in Information Systems is to provide information systems services to all departments of the Clerk of the Circuit Court & Comptroller, 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 County Court: Traffic, Civil/Small Claims Criminal Justice Information System (CJIS) Juvenile Document Recording and Indexing Budgeting GOALS: Clerk of Courts Accounting Clerk to the BOCC Accounting Payroll Fixed and Moveable Assets Purchasing E-filing The Information Systems Department will continue to provide the necessary support functions to all Clerk staff. Using Modernization Trust Fund monies, the following items are being reviewed for implementation: • Tracking software for the inventory in the evidence vault • Redacting software • Off -site electronic data storage. • E-filing for criminal cases 15 Information Systems Workload Measures: Fiscal Year 2009 2010 2011 2012 Workstations 147 144 147 140 Servers 25 24 23 23 Processing (Hours per day) 12 12 12 12 Budget Summary: Proposed FYE - 2014 Budget Approved FYE - 2013 Budget Proposed Increase (Decrease) Percent Change Personal Services $280,838 $345,933 ($65,095) Operating Expenses 304,000 330,000 (26,000) Capital Outlay - - - Total $584,8381 $675,933 ($91,095) -13.4$% 16 MONROE COUNTY, FLORIDA RECORDING ANNUAL BUDGET FUNCTION: The Florida Constitution provides that the Clerk of Court & Comptroller shall be responsible for recording all instruments authorized by law to be recorded in the Official Records of 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 Clerk of Courts website has greatly enhanced the public usage of these records. The software used to manage and maintain public records was upgraded two years ago to provide a better system of organization and to reduce the need for vendor maintenance. The software, also has the capacity to continue to provide redaction of new Official Records Documents. We have continued to use this software's redaction feature, providing efficiencies in the redaction process of Official Record Documents. `A Recording Calendar Year Estimated Workload Measures: 2010 2011 2012 2013 Documents Recorded 46,076 45,837 49,683 51,000 Marriage Licenses 2,790 3,117 3,073 2,900 Budget Summary: Proposed FYE - 2014 Budget Approved FYE - 2013 Budget Proposed Increase (Decrease) Percent Change Personal Services $364,228 $338,846 $25,382 Operating Expenses 78,500 85,000 (6,500) Capital Outlay - - - Total 1 $442,728 $423,846 $18,882 1 4.45% 18 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. DESCRiPTIONIOBJECTIVES: 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 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 language attached to the budget legislation in the 2010 session directed Clerks to implement e-filing in five court divisions by October of 2013. 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 language attached to the budget legislation in the 2013 session required Clerks to implement e-filing for the ten trial court divisions by January 1, 2014. 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 were completely e- filing in March of 2013. Criminal cases e-filing is scheduled to be completed by October 1, 2013. 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 manually redacted as required by Florida Statutes. The Official Records for 1985-1996 have been redacted by an outside vendor. Once the Court Record redaction software is acquired, work will commence on the redaction of court records. Preservation of historical court records will be maintained by converting these files into electronic or other format. 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. 19 Records Management Fiscal Year Estimated Workload Measures: 2010 2011 2012 2013 Pages Microfilmed/Scanned 260,000 275,000 275,000 275,000 Microfilm and Electronic Copies (2009 Rolls and CDs) 51 55 55 55 (2010-2012 CDs) Budget Summary: Proposed FYE - 2014 Budget Approved FYE - 2013 Budget Proposed Increase (Decrease) Percent Change Personal Services $130,292 $122,269 $8,023 Operating Expenses 29,203 29,203 - Capital Outlay - I - - Total 1 $159,495 $151,4721 $8,023 5.30% MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT & COMPTROLLER TOURIST DEVELOPMENT TAX AND TOURIST IMPACT TAX REVENUE HISTORY $30,000,000 $25,000,000 1 M $20,000,000 I L L $1.5,000,000 1 O N 5 $10,000,000 $5,000,000 $0 FY 2009 FY 2010 FY 2011 03%Tourist Development Tax FY 2012 FY 2013 131%Tourist Impact Tax 1 Estimated FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 3% Tourist Development Tay $15,428,097 $20,266,390 $23,102,617 $25,925,759 $27,245,849 1% Tourist Impact Tax 4,730,584 5,074,910 5,779,010 6,482,589 6,811,937 Total Tax Collected $20,158,681 $25,341,300 $28,881,627 $32,408,348 $34,057,786 21 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT & COMPTROLLER TOURIST DEVELOPMENT TAX AND TOURIST IMPACT TAX REVENUE HISTORY Tourist Development Tax Revenues 3% Oct 2008-May 2009, 4% June 2009-Sept 2013 Month IFY2012120131 % Increase Collected I FY2008/09 I FY2009/10 I FY2010111 I FY2011/12 (6 mos est.) from Prior Year Oct $821,069 $1,078,392 $1,234,746 $1,542,746 $1,645,355 6.65% Nov 1,058,291 1,349,232 1,386,514 1,731,331 1,801,552 4.06% Dec 83,102 1,730,753 1,775,091 2,077,057 2,218,343 6.80% Jan 1,441,733 1,858,813 1,941,358 2,355,650 2,446,891 3.87% Feb 1,519,489 2,277,091 2,335,872 2,852,894 2,839,593 -0.47% Mar 1,704,773 2,766,607 3,126,132 3,425,313 4,074,515 18.95% Apr 1,461,352 2,100,317 2,544,361 2,646,718 2,646,700 0.00% May 1,208,388 1,674,368 2,078,145 2,109,372 2,172,600 3.00% Jun 1,391,334 1,572,704 1,911,949 2,017,064 2,077,600 3.00% Jul 1,590,023 1,659,437 2,054,044 2,214,724 2,281,200 3.00% Aug 1,257,826 1,248,345 1,619,310 1,679,875 1,730,300 3.00% Sep 790,717 950,341 1,095,095 1,273,015 1,311,200 3.00% Total $15,428,097 $20,266,390 $23,102,617 $25,925,759 $27,245,849 % Increase -0.27% 31.36% 13.99% 12.22% 5.09% 1% Tourist Impact Tax Revenues - This tax has been extended through the year 2033. Month IFY2012J20131 % Increase Collected I FY2008/09 I FY2009110 I FY2010/11 I FY2011112 (6 mos est.) from Prior Year Oct $273,690 $269,824 $308,708 $385,687 $411,339 6.65% Nov 352,763 338,547 346,697 432,844 450,460 4.07% Dec 394,367 433,338 444,484 519,437 554,586 6.77% Jan 480,578 466,359 485,340 589,582 611,723 3.76% Feb 506,496 570,167 584,001 713,223 709,899 -0.47% Mar 568,258 693,726 781,533 856,328 1,018,630 18.95% Apr 487,117 525,274 636,090 661,703 661,700 0.00% May 401,741 418,650 520,094 527,343 543,200 3.01% Jun 351,175 393,223 479,404 504,266 519,400 3.00% Jul 401,142 414,956 513,511 553,681 570,300 3.00% Aug 315,144 312,086 405,374 419,969 432,600 3.01% Sep 198,113 238,760 273,774 318,526 328,100 3.01% Total $4,730,584 $5,074,910 $5,779,010 $6,482,589 $6,811,937 (rya OM(3pMrNO4t1+ M t0 M 0 w w m r O 1• CO r Lo 1• O (p h M O N V M r W r w N m co m LC) co Ln ram+ o O i0 er CD r Q N N rCp Nrr0V)e�r N T T r N Lq to ti LO C p Q W 0 W W W O O O N M N r I.-W CD m m CDL' N OO O O w -- ti O 0 M O r M T.-w V.- COC a)LO co � c" N� �tMMNCD N r M y f• r 'O r r N T N O 69 � O O O O O O O O O 00000000r- O Ln 00 O O E w M N w c0 v v O N O O CD ti M CL+] !� ) r ti r w T ci C+J OD w 'Ln r C6 L{j O r LLB L 1r `•• 69 p 000LoLnlnp0o 0) U') rsNOOMNO CD co C) CD�I co O rn O N V w M N r N v O N ti r0 0 4 Q N Cs) N N* O LC) r r (6 CV G N OD E OL r w r Ln r (D Lj W O C d a) c OLnLn0000.ao MWM.-�Ln Ln r—M O r o0 NY O O Ow Q w M 0 tiM w LnNr- 0 t ❑oUJ M O 'L J d p 0CoLDc'Mw1•LDv1` 1v rLn Q CM NrNaoNrNM t9 O N C f• O CD La Pi Q M m r M p CO � L`N7 O w Z V uJ +�+ L O 1• O M r c r G Oah CD p� Cp Cp W �- r rrwv)a)r r N M Lq O t= I-- U m U) c et L>L' Ly XLI, O ix U I-- c a)NLn0Ow0tiNCD OLnoO000LnLn to CN CD NLO ti 0 Z W W E G 0 N M N CD Ln O w N co -T O O O = 7 ram!_) N 1A T r N 0 o H O U m O Y � d/ OD CO Ln N O w CD ti Ln Ln 0 'v co co M DD Cp Ln N 00 M M W a O M M N N. V W) (D N O It Ln r O CO O V.Le O r r T CO w U NLn wrt, I- N 6) r w M a) NO O to � M Op I• C C CD I` N O OD N r N h Ln O N M o00 N O I: P- O N ti CA CD 0 CO CD w r r N O N O CA ti [C CV CO] M N U U LL 0 L) — 0 0 0 0 0 0 0 0 0 (6 O LTV � j UUUUUUUU N U "D r_+ ._. -L' � � -p U E U v_ 3�3 7 C C 2 2 2 2 p �' d O U ❑ 0 0 U U U U U U U U� S Q ce) N MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT & COMPTROLLER FTE's FYE 2014 BOCC Court Funded Funded Total Clerk to BOCC 23.70 - 23.70 Internal Audit 3.00 - 3.00 TDC Audit 2.00 - 2.00 information Systems 3.13 0.87 4.00 Recording 7.59 - 7.59 Court Related - 51.96 51.96 Records Management 1.07 4.68 5.75 Total FTE's 24 40.49 57.51 98.00 Public Records Modernization Trust Fund Proposed 2014 Budget 10% Modernization Revenue Budget Summary: Fines Trust Recording Fees $ 0 $ 279,000 Fines 180,000 0 Interest Income 4,100 3,200 Cash Carryforward 848,000 713,000 Total $ 1,032,100 $ 995,200 Expenditure Budget Summary: 10% Fines Modernization Trust Personal Services $ 0 $ 0 Operating Expenses 723,100 597,200 Equipment 0 100,000 Contingency 103,000 99,000 Reserves 206,000 199,000 Total $ 1,032,100 $ 995,200 "FOR INFORMATIONAL PURPOSES ONLY" The Public Records Modernization Trust Fund is authorized by Florida Statutes 28.24(12)(d)(e). Recording revenues are restricted to the modernization of the court -related public records system as described therein. Pursuant to Florida Statutes 28.37, 10% of all court -related fines collected by the Clerk shall be deposited in the Clerk's Modernization Trust Fund for court -related operational needs and program enhancements. Goals - FYE 2014 Redaction software for Court Records Bar-code scanning software for evidence tracking Security Cameras -Joint project with State Attorney & Others Upgrade/convert microfilm to alternative electronic format 25