Loading...
FY2022 4 . G�1, OOr * , "" . ' O'eCO " ` MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT & COMPTROLLER PROPOSED ADJUSTED BUDGET FOR FISCAL YEAR 2022 Presented by: Kevin Madok, CPA Ex-Officio to the Board of County Commissioners Submitted: June 1, 2021 G,,I COURr,C °A Kevin Madok, CPA . .......b,�' Clerk of the Circuit Court& Comptroller— Monroe County Florida �RoE GOUNSy a J 1 June 1, 2021 Mayor Michelle Coldiron Members of the Board of County Commissioners 25 Ships Way Big Pine Key, FL 33043 Dear Mayor and Commissioners: Enclosed is the Fiscal Year(FY) 2022 budget request for the Monroe County Clerk of the Circuit Court& Comptroller. This budget request is for both the non-court activities of the Clerk's Office and for certain court-related costs. Specifically, we are requesting the Board fund court-related costs including court-related costs that are required to be funded by the County under Section 29.008, F.S. (e.g., telephones, equipment, and information system costs). Table 1 on page 4 of the enclosed budget proposal details the increase in our FY 2022 proposed operating budget. The requested funding level includes a 5% wage adjustment for both court and non-court Clerk employees. This adjustment was influenced by the County's stated intention of providing similar pay adjustments to their employees for FY 2022. We set our pay adjustments at the same level in the hopes that we will be competitive in attracting qualified employees as well as retaining our current employees. Other than the pay adjustment, the requested funding level essentially holds the Clerk's operating budget at FY 2021 spending levels. Our operating budget does include adjustments due to changes to staffing allocations. The funding level also will allow us to absorb last fiscal year's increases in the Florida Retirement System employer contribution rates which were not budgeted for previously. Further, as in past years, 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 the court- related revenues. Finally, as discussed during the FY 2021 budget cycle, the Clerk's FY 2022 budget is structured to repay the loan for the Enterprise Resources Planning (ERP) system. Over the past year, the Clerk's Office has been working in conjunction with Board staff to implement an ERP system that will meet the County's and the Clerk's business needs. The new system will replace the County's legacy human resources/payroll/financial accounting systems that sunsets at the end of calendar year 2021. The new ERP system is scheduled to go live effective July 1, 2021. KEY WEST MARATHON PLANTATION KEY PK/ROTH BUILDING 500 Whitehead Street 3117 Overseas Highway 88820 Overseas Highway 50 High Point Road Key West,Florida 33040 Marathon,Florida 33050 Plantation Key,Florida 33070 Plantation Key,Florida 33070 305-294-4641 305-289-6027 305-852-7145 305-852-7145 FY 2021 BOCC Budget Page 2 of 2 June 1, 2021 Section 28.36, F.S.,requires that I submit budgets for court-related functions to the Clerk of Court Operations Corporation(CCOC). My Office will be working through July with the CCOC and the other clerks throughout the State to deliberate and. finalize our budget request for inclusion in the CCOC budget that must be presented to the.Legislative Budget Commission no later than August Ist. Typically I will not know my actual. state budget appropriation until early October. Once our state budget is finalized, it will be made available to the BOCC as well as the public. I welcome any questions or comments you may have, Sincerely, 41 Kevin Madok, CPA Clerk of the Circuit Court & Comptroller Ex-officio Clerk to the Board of County Commissioners Cc: County Administrator Clerk's Finance Department Enclosure MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT & COMPTROLLER Table of Contents Proposed Operational Budget For Fiscal Year 2022 Introduction.............................................................................................................................................2 OrganizationChart.................................................................................................................................. 2 Functionand Funding.............................................................................................................................. 3 OperationalBudget Comparison.................................................................................................5 Non-Court Departments' Annual Operating Budgets ..............................................................6 Clerk To BOCC-Finance and Administration......................................................................................... 6 InternalAudit........................................................................................................................................ 11 Clerk Information Technology.............................................................................................................. 14 Recording.............................................................................................................................................. 17 RecordsManagement............................................................................................................................ 19 Court-Related Clerk Functions .................................................................................................21 County-Funded Clerk of Court Operations........................................................................................... 21 Summary of Clerk Full-Time Equivalent Positions..............................................................................23 OtherClerk Funding Sources....................................................................................................24 Public Records Modernization Trust Fund........................................................................................... 24 i MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT & COMPTROLLER INTRODUCTION ORGANIZATION CHART MONROE COUNTY CITIZENS CLERK OF THE CIRCUIT COURT & COMPTROLLER INTERNAL AUDIT ADMINISTRATIVE CLERK TO BOCC CIRCUIT COURTS COUNTY COURTS SUPPORT Administration Administration Criminal Criminal Jury Management Finance Civil Civil Records Value Adjustment Family Traffic Management Board Juvenile Recording Probate Information Systems 2 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT & COMPTROLLER FUNCTIONS AND FUNDING The functions of the Monroe County Clerk of Circuit Court and Comptroller (the Clerk's Office) are governed by the Florida Constitution, by acts of the Florida Legislature, and by order of the Court. Specifically,the functions of the Clerk of the Circuit Court and 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 (BOCC). The Clerk's Office has a bifurcated funding structure for its court-related activity. Florida Statutes identifies which court-related costs are the responsibility of the County versus which court-related costs must be funded by the State through court fines, fees, and service charges. The budgets of the Clerk of the Circuit Court and County Court for court-related functions are contained in the Clerk's Court-Related Fund and the Clerk's Modernization Trust Fund. The BOCC annually appropriates tax dollars to fund the Clerk's activity that supports the BOCC. The budget for the Clerk's BOCC activity is accounted for in the Clerk's General Fund. State Funding Florida Statute Sections 28.35 and 28.36 established the Florida Clerks of Court Operations Corporation (CCOC) to review, certify, and recommend proposed state funding for each of Florida's 67 Clerks of Circuit Court. The CCOC works directly with all Clerks to develop a statewide budget that is submitted annually to the Legislative Budget Commission by August Pt Final determination of Clerks' fiscal year state funding usually is not known until early October. County Funding County funding to the Clerk's Office is primarily from the County's General Revenue appropriation. The County provides funding to support the Clerk's work as the County's Comptroller/Treasurer, County Auditor, County Recorder, and Secretary/Ex-officio Clerk to the BOCC. The Clerk's Office also receives some funding from the Tourist Development Council (TDC) to support the Clerk's processing of the TDC's vendor payments. In addition, the County funds certain court-related costs as specified by statute — namely telephones, equipment, and information system costs. For the last number of fiscal years, the BOCC has also provided much needed financial support to the Clerk's Office by appropriating funds for insurance costs and cost-of-living adjustments (COLA) for both non-court and court-related Clerk staff. The Clerk's Office uses this county appropriation only if court-related revenues are not sufficient to cover these operating costs. The Clerk's Office returns any unspent funds to the County through excess fees at fiscal year-end. The Clerk's Office will continue to expend all available state funding appropriated to Monroe County before using county funding to support court-related operations. 3 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT & COMPTROLLER As shown in Table 1, the increase in our FY 2022 proposed General Fund operating budget includes a pay adjustment for Clerk employees along with adjustments related to employee fringe benefit costs. Table 1 Summary of Increase in FY 2022 Operating Budget Components of Increase: Amount Adjustments for FRS contribution rates and other benefits and position 14,200 reallocations and reti rement payouts Funding for 5%pay adjustment 274,700 Adjustments for updated system technology- TDC ERP licensing 5,300 Total $ 294,200 As always, the Clerk's Office will make every effort to be prudent with General Fund monies to maximize the Office's unspent appropriations which are typically returned to the County at fiscal year-end as excess fees. 4 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT & COMPTROLLER OPERATIONAL BUDGET COMPARISON FISCAL YEAR 2022 FY 2022 FY 2021 Proposed Proposed Approved Increase Budget Budget (Decrease) Non-Court Clerk Functions Administration $ 520,700 $ 500,800 $ 19,900 Clerk to BOCC 2,891,200 2,818,700 72,500 Internal Audit 405,000 384,300 20,700 Information Technology 838,100 799,900 38,200 Recording 674,400 706,200 (31,800) Records Management 158,800 151,500 7,300 Total Non-Court Clerk Functions: 5,488,200 5,361,400 126,800 Court-Related Clerk Functions Court Related Salary Adjustments 615,500 456,000 159,500 Court Related Insurance 769,200 768,500 700 County Obligation per Statute 239,800 239,800 - Total Court-Related Clerk Functions: 1,624,500 1,464,300 160,200 Total Clerk Function Expenditures 7,112,700 6,825,700 287,000 Less Non-Court Fees and Other Revenues (700,000) (700,000) - General Revenue Funding 6,412,700 6,125,700 287,000 TDC Functions Clerk Functions funded by TDC Revenues 74,600 67,400 7,200 Total Clerk Related TDC Functions: 74,600 67,400 7,200 Funded by General Fund and TDC Revenue $ 6,487,300 $ 6,193,100 $ 294,200 5 MONROE COUNTY,FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER NON-COURT DEPARTMENTS' ANNUAL OPERATING BUDGETS CLERK TO BOCC- FINANCE AND ADMINISTRATION 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 Statute Sections 125.17 and 28.12, "the Clerk of the Circuit Court and 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 of the BOCC, the Clerk is also responsible to serve as Clerk to the Value Adjustment Board (VAB) created pursuant to Florida Statute Section 194.015. DESCRIPTION/OBJECTIVE: The Clerk to BOCC performs the accounting function and maintains property control for the BOCC (Clerk to the BOCC-Finance), records the minutes of the BOCC meetings (Clerk to the BOCC-Administration) and administers the VAB (Clerk to the BOCC-VAB). Clerk to the BOCC-Finance: The Clerk's Finance Department maintains the BOCC's accounting records including the accounting records of the Tourist Development Council (TDC) and the Clerk's court-related accounts in accordance with United States generally accepted governmental accounting principles and in compliance with statutory requirements. The Finance Department's responsibilities also include managing cash, investment, debt, and property management for the BOCC as well as processing the receipts and disbursements of Monroe County's funds, including payroll. For the last thirty-two 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 the state and local government financial reports. 6 MONROE COUNTY,FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER Clerk to the BOCC Admin: The Clerk's Administration provides for the general management of all departments reporting to the Clerk of the Circuit Court and Comptroller. Administration is responsible for long-range planning, clerk budget preparation, and the development of policies and procedures. Administrative assistants provide secretarial and technical support. Administrative staff maintains the accounting records for receipt and disbursement of the Clerk's 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 and Comptroller's annual budget;monitoring and processing operating expenditures; accounting for user fees charged by the Clerk of the Circuit Court and Comptroller and transferring these fees to the BOCC, the State of Florida and other local, state and federal agencies. Administration prepares and indexes official minutes of regular and special meetings of the BOCC. In addition to preparing and processing ordinances and resolutions resulting from those meetings, the Clerk's Administration maintains all County contracts and custody of the County seal as well as affixes the seal to any paper or instrument as required by law. Finally, Administration is responsible for the custody and care of the BOCC's official documents and makes them available for public inspection. Clerk to the BOCC-VAB: The VAB meets in accordance with applicable Florida Statutes and Department of Revenue rules. VAB is charged with conducting hearings and making decisions pertaining to: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 Section 194.035, the VAB appoints special magistrates to take testimony from petitioners and make recommendations to VAB. The Clerk's office,together with the contracted VAB attorney and the Property Appraiser's office, assists in VAB's operations. The Clerk's staff also provides education on VAB by providing general information and requirements through written materials and direct contact to taxpayers. Our primary goal is to be as helpful and cooperative as possible throughout the entire VAB process. The Clerk's Office files all petitions,receives filing fees,assists in the process of obtaining 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. 7 MONROE COUNTY,FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER GOALS: Clerk to the BOCC-Finance: During FY 2022, the Clerk's Finance Department budget includes annual financing for the implementation of a new accounting and human resources system for both the Board and the Clerk. This initiative includes promoting paperless transactions; eliminating redundant data entry; training and cross-training staff to perform more complex accounting functions; and designing procedures to allow for more efficient and accurate updating of the general ledger. To achieve these goals, the Clerk's Finance Department will focus its efforts in the following areas: • Continuing our work with BOCC staff to successfully implement the new County Human Resources and Accounting Management Planning System (CHAMPS). CHAMPS is an ERP system using the Workday application. Clerk and County staff worked together since 2018 to select an ERP application that would replace the County's Finance Plus accounting and payroll system which is scheduled to sunset by the end of calendar year 2021. The Clerk's Finance Department will focus on troubleshooting issues; attending training; and identifying and communicating procedural changes. • Documenting and finalizing the Finance Department's business processes in a Financial Procedures Manual. • Revamping the process for developing the County's Comprehensive Annual Financial Report. • Scanning remaining paper records so they are readily available electronically. • Evaluating changes to processing tax deeds and managing the Court Registry. Clerk to the BOCC Admin: The Clerk's Administration is finalizing a redesign of the Clerk's website. The new web site,which will be rolled out before the end of FY 2021, will allow the general public to more easily navigate through all the Clerk's various on-line offerings and will continue to provide the Board's resolutions, minutes, ordinances, county contracts, leases and other official documents approved by the BOCC. In addition, the Administration will continue to work to improve its Document Imaging System which maintains 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. Finally,Administration also monitors internal processes and procedures and makes changes where necessary to improve the delivery of services to the public. 8 MONROE COUNTY,FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER CLERK FINANCE Departmental Allocated Positions Budget Position Authority 2021 2022 Change Amount Deputy Clerks 20.00 21.00 1.00 1,276,700 Subtotal: 20.00 21.00 1.00 $ 1,276,700 Overtime/ Terminal Leave/Payouts 25,000 COLA 0.05.0% 60,600 Total Salaries: $ 1,362,300 FICA, Retirement Contributions 275,000 Life, Health&Workers' Compensation 289,900 Total Fringe Benefits: $ 564,900 Totals: I,927,200 Fiscal Year Workload Measures: 2018 2019 2020 CLERK TO BOCC- FINANCE - Cash Receipts 4,551 4,197 4,343 - Payroll Checks/ Direct Deposits 16,638 16,030 17,501 -Vendor Payment Transactions Processed 14,681 16,630 15,703 - Accounts Payable Lines Processed 42,278 40,034 37,522 - Journal Entries processed 2,096 1,646 1,969 - Grants Administered 84 60 92 - Cost Centers Maintained 534 533 545 - Funds Maintained 60 60 61 - Inventory Property Records 4,507 4,453 4,868 Proposed Approved Proposed 2022 2021 Increase Percent Budget Summary: Budget Budget Decrease Change Personnel Services $ 1,927,200 $ 1,854,700 $ 72,500 3.91% Operating Expenses $ 964,000 $ 964,000 $ - 0.00% Capital Outlay $ - $ - $ - $ 2,891,200 j $ 2,818,700 j $ 72,500 j 2.57% 9 MONROE COUNTY,FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER TDC Departmental Allocated Positions Budget Position Authority 2021 2022 Change Amount TDC Finance Clerk 1.00 1.00 - 41,100 Subtotal: 1.00 1.00 - 41,100 Overtime/ Terminal Leave/Payouts - COLA 0.05.0% 2,100 Total Salaries: $ 43,200 FICA, Retirement Contributions 7,700 Life, Health&Workers' Compensation 13,700 Total Fringe Benefits: 21,400 Totals: 64,600 Proposed Approved Proposed 2022 2021 Increase Percent Budget Summary: Budget Budget Decrease Change Personnel Services $ 64,600 $ 62,700 $ 1,900 3.03% Operating Expenses $ 10,000 $ 4,700 $ 5,300 112.77% Capital Outlay $ - $ - $ - 0.00% $ 74,600 $ 67,400 $ 7,200 10.68% 10 MONROE COUNTY,FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER INTERNAL AUDIT FUNCTION: The Internal Audit Department performs audits as part of the constitutional responsibilities of the Monroe County Clerk of Circuit Court and Comptroller. The mission of the Internal Audit Department is to provide independent and objective reviews and assessments of Monroe County's business activities, operations, financial systems and internal controls. DESCRIPTION/OBJECTIVE: Comprehensive assurance audits and consulting services are designed to add value, increase the efficiency of operations, advance accountability, and improve stewardship of public resources. This is accomplished through a systematic and disciplined approach in which internal auditors actively work with applicable BOCC and Clerk of Court management in identifying risks, evaluating controls, and making recommendations that promote economical, efficient, and effective use of funds and delivery of services. Internal Audit conducts audits and reviews of County departments and offices, Clerk of the Circuit Court, and all entities that receive County funds. In addition, Internal Audit reviews and investigates allegations of fraud, waste, abuse, and ethical misconduct (received via the fraud "hotline"). GOALS: As shown on the following table, Internal Audit has been involved in many value-added projects this past year. The recommendations resulting from these audits and reviews are expected to have significant impacts and improvements on the operations of the County government. The goals of the Internal Audit Department include: • Assist with identifying operational risks and evaluating regulatory compliance by assessing the level of compliance against applicable regulations and county policies and procedures, identifying non-conformities and monitor the progress of actions initiated to eliminate non- compliance. • Cash handling policies and procedures are reviewed as part of each department audit. 11 MONROE COUNTY,FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER • Assist in implementing any improvements in processes, systems whenever possible. • Cost reductions or increased revenue sources will be analyzed as part of each audit. • Review and answer all inquiries from the BOCC and the Monroe County Administration. INTERNAL AUDIT WORKLOAD MEASURES Completed Status Report Issued 1. Local Workforce Investment Board d/b/a Career Source Draft 2/19/2021 2. Cash Handling Procedures-Clerk of Courts Completed 12/9/2020 3. Abandoned Funds Completed Monthly 4. Agreement with PtWOut USA,Inc. Draft 2/17/2021 5. Guardianship Policies and Procedures 6. Guardianships 56 7. Workday Implementation Meetings Planned or in Progress IStatus Audits/Reviews 7. Bayshore Manor 1,000 8. Audit of Various BOCC Processes Planned 1,800 9. Audit of TBD Construction Project Planned 800 10. Assitance and Guidance Planned 200 3,800 Non-Audits 6. Cash Handling Procedures,Clerk of Court Planned Non-Audit Status #Received #Completed Other Reviews and Activities Current Yr. Current Yr #In Progress Audit Management and Administration 1. Other Audit Director Duties 250 2. Office Management/Support 400 3. Quality Control Reviews 200 4. Staff Development 300 1,150 Total Hours 4,950 12 MONROE COUNTY,FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER INTERNAL AUDIT Departmental Allocated Positions Budget Position Authority 2021 2022 Change Amount Deputy Clerks 3.00 3.00 - 260,000 Subtotal: 3.00 3.00 - 260,000 Overtime/ Terminal Leave/Payouts - COLA 0.05.0% 13,000 Total Salaries: $ 273,000 FICA, Retirement Contributions 68,800 Life, Health&Workers' Compensation 42,200 Total Fringe Benefits: 111,000 Totals: 384,000 Proposed Approved Proposed 2022 2021 Increase Percent Budget Summary: Budget Budget Decrease Change Personnel Services $ 384,000 $ 363,300 $ 20,700 5.70% Operating Expenses $ 21,000 $ 21,000 $ - 0.00% Capital Outlay $ - $ - $ - 0.00% $ 405,000 $ 384,300 $ 20,700 5.39% 13 MONROE COUNTY,FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER CLERK INFORMATION TECHNOLOGY FUNCTION: The role of the Clerk's Information Technology (IT) Department is to provide information technology support to all departments of the Clerk of the Circuit Court, as well as to the BOCC and eight other agencies that are a part of the Criminal Justice Information Systems (CJIS) network. DESCRIPTION/OBJECTIVES: The IT Department supports the following functions: • Circuit Court: Civil, Probate, Jury Management • County Court: Traffic, Civil/Small Claims • Criminal Justice Information System (CJIS) • Juvenile • E-Filing • Document Recording and Indexing • Budgeting • Clerk of Court's Accounting and Financial Reporting • Clerk to the BOCC Accounting and Financial Reporting • Clerk to the BOCC Payroll • Fixed and Moveable Assets • Clerk to the BOCC Purchasing and Workflow • Clerk Purchasing and Workflow The Clerk's IT Department is responsible for maintaining an up-to-date IT infrastructure and network to ensure a secure and efficient technology network that interfaces and shares data with the Clerk's justice partners and BOCC stakeholders. GOALS: The IT Department will focus on continuing to upgrade the Clerk's IT environment. Some of the most notable initiatives for the department includes storing the Clerk's servers at an off-site facility, refreshing firewalls, setting up an equipment replacement plan that will ensure that the Clerk's IT equipment is maintained and replaced on a proper lifecycle. The IT Department also will continue its work on the following: 14 MONROE COUNTY,FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER • Work with the Clerk's Finance Department and assigned County staff to implement the new CHAMPS ERP system. • Upgrade all Clerk Office end users to the new version of Office. • Perform an external Security Audit on the Clerk's IT infrastructure. • Review software business requirement and hardware needs for the Clerk's Office and prepare a strategic short-range and long-range implementation plans. 15 MONROE COUNTY,FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER CLERK INFORMATION TECHNOLOGY Departmental Allocated Positions Budget Position Authority 2021 2022 Change Amount Deputy Clerks 3.00 3.00 - 279,900 Subtotal: 3.00 3.00 - 279,900 Overtime/Terminal Leave/Payouts 30,000 COLA 0.05.0% 7,500 Total Salaries: $ 317,400 FICA, Retirement Contributions 78,300 Life, Health&Workers' Compensation 51,600 Total Fringe Benefits: 129,900 Totals: 447,300 Fiscal Year Workload Measures: 2018 2019 2020 - Workstations and Laptops 160 215 150 - Servers 85 97 99 - Software Applications 19 19 20 Proposed Approved Proposed Percent 2022 2021 Increase Change Budget Summary: Budget Budget Decrease Personnel Services $ 447,300 $ 409,100 $ 38,200 9.34% Operating Expenses $ 245,200 $ 245,200 $ - 0.00% Capital Outlay $ 145,600 $ 145,600 $ - 0.00% $ 838,100 $ 799,900 $ 38,200 4.78% 16 MONROE COUNTY,FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER RECORDING FUNCTION: The Florida Constitution provides that the Clerk of Court shall be responsible for recording all instruments authorized by law to be recorded in the Official Records of Monroe County. DESCRIPTION/OBJECTIVES: The Recording Division 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 Recording Division 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 Court's website has greatly enhanced the public usage of these records. An automated recording system allows the Clerk's Office to accept e-records from the general public and, in turn, accept credit cards as payment when a document is recorded for the County. The Clerk's Office will continue to evaluate its recording function and make improvements. 17 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER RECORDING Departmental Allocated Positions Budget Position Authority 2021 2022 Change Amount Deputy Clerks 10.30 9.40 (0.90) 381,200 Subtotal: 10.301 9.40 0.90 381,200 Overtime/ Terminal Leave/Payouts 18,000 COLA 0.05.0% 18,300 Total Salaries: $ 417,500 FICA, Retirement Contributions 69,800 Life, Health&Workers' Compensation 128,000 Total Fringe Benefits: 197,800 Totals: 615,300 Fiscal Year Workload Measures: 2018 2019 2020 - Documents Recorded 50,737 50,180 47,295 - Pages Recorded 142,610 147,323 161,941 - Marriage Licenses Issued 2,256 2,639 2,964 Proposed Approved Proposed Percent 2022 2021 Increase Change Budget Summary: Budget Budget (Decrease) Personnel Services $ 615,300 $ 647,100 $ (31,800) -4.91% Operating Expenses $ 59,100 $ 59,100 $ - 0.00% Capital Outlay $ - $ - $ - 0.00% $ 674,400 $ 706,200 $ 31,800 -4.50% 18 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER RECORDS MANAGEMENT FUNCTION: The Florida Constitution provides that the Clerk of Court is responsible for the maintenance and protection of public records under his stewardship. DESCRIPTION/OBJECTIVES: The Records Management Division 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. In addition, the department provides Official Record document images and indexes to the public. GOALS: New documents filed in Monroe County court cases are redacted as required by Florida Statutes. The Official Records for 1985-1996 have been redacted by an outside vendor. The Court Record redaction software redacts sensitive information that is prohibited from being publicly available from official records. Preservation of historical court records was maintained by converting these files into electronic or another format. 19 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER RECORDS MANAGEMENT Positions Budget Departmental Positions 2021 2022 Change Amount Deputy Clerks 1.10 1.10 - 87,100 Subtotal: 1.101 1.10 - $ 87,100 Overtime/Terminal Leave/Payouts - COLA (0.05.0%) 1,500 Total Salaries: $ 88,600 FICA, Retirement Contributions 25,600 Life, Health& Workers' Compensation 15,400 Total Fringe Benefits: $ 41,000 Totals: $ 129,600 Fiscal Year Workload Measures: 2018 2019 2020 - Pages Microfihned 150,765 146,633 151,442 - Microfilm&Electronic Copies 24 20 22 - Efiled Cases 1,811 5,871 16,624 Proposed Approved Proposed Percent 2022 2021 Increase Change Budget Summary: Budget Budget (Decrease) Personnel Services $ 129,600 $ 122,300 $ 7,300 5.97% Operating Expenses $ 29,200 $ 29,200 $ - 0.00% Capital Outlay $ - $ - $ - 0.00% $ 158,8001 $ 151,5001 $ 7,3001 4.82% 20 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER COURT-RELATED CLERK FUNCTIONS COUNTY-FUNDED CLERK OF COURT OPERATIONS Salary Increases and Related Fringe Benefits Prior Year FY DIRECT COSTS Funding 2022 Total Circuit Court Juvenile 17,600 7,300 24,900 Circuit Court Civil 65,000 16,400 81,400 Circuit Court Criminal 89,300 23,100 112,400 Circuit Court Family 18,000 3,200 21,200 Circuit Court Probate 13,900 5,300 19,200 County Court Civil 33,000 9,600 42,600 County Court Criminal 72,900 18,400 91,300 County Court Traffic 96,000 22,600 118,600 Jury Management 12,900 4,800 17,700 TOTAL DIRECT COSTS: 418,600 110,700 529,300 INDIRECT COSTS Administration 17,500 59,800 77,300 Records Management 7,700 1,200 8,900 TOTAL INDIRECT COSTS: 25,200 61,000 86,200 TOTAL COSTS: 443,800 171,700 615,500 *FY15,FYI 7,FY18,FY19,and FY20 increases Employee Benefits Health Workers' Risk DIRECT COSTS Ins Comp Mgt Total Circuit Court Juvenile 26,500 1,000 100 27,600 Circuit Court Civil 80,700 2,500 500 83,700 Circuit Court Criminal 123,700 3,900 900 128,500 Circuit Court Family 47,700 1,500 200 49,400 Circuit Court Probate 29,800 1,000 100 30,900 County Court Civil 59,600 1,800 300 61,700 County Court Criminal 102,500 3,200 400 106,100 County Court Traffic 127,000 3,900 900 131,800 Jury Management 15,900 600 100 16,600 TOTAL DIRECT COSTS: 613,400 19,400 3,500 636,300 INDIRECT COSTS Administration 115,800 10,000 1,500 127,300 Records Management 5,300 200 100 5,600 TOTAL INDIRECT COSTS: 121,100 10,200 1,600 132,900 TOTAL COSTS: 734,500 29,600 5,100 769,200 21 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER Statutory Obligations Equip/ DIRECT COSTS Phones Computers Leases Total - Circuit Court Juvenile 100 7,800 750 8,650 - Circuit Court Civil 150 19,500 1,900 21,550 - Circuit Court Criminal 300 39,000 3,750 43,050 - Circuit Court Family 50 5,900 600 6,550 - Circuit Court Probate 50 5,900 600 6,550 - County Court Civil 300 37,100 3,600 41,000 - County Court Criminal 300 37,100 3,600 41,000 - County Court Traffic 400 39,000 3,800 43,200 - Jury Management 50 4,000 400 4,450 TOTAL DIRECT COSTS: 1,700 195,300 19,000 216,000 INDIRECT COSTS - Administration 50 2,500 850 3,400 - Records Management 200 15,000 5,200 20,400 TOTAL INDIRECT COSTS: 250 17,500 6,050 23,800 TOTAL COSTS: 1,950 212,800 25,050 239,800 22 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER SUMMARY OF CLERK FULL-TIME EQUIVALENT POSITIONS Non-Court Related 9 OF FTE* Clerk to BOCC 23.00 Internal Audit 3.00 Information Systems 3.00 Recording 9.40 Records Management 1.10 TDC 1.00 Total Non-Court FTEs 40.50 42.19% Court Related FTEs 55.50 57.81% Total Clerk FTEs 96.00 100.00% FTEs providing Direct Service 90.00 93.75% FTEs providing Indrect Service 6.00 6.25% Total Clerk Positions 96.00 100.00% 23 MONROE COUNTY, FLORIDA CLERK OF THE CIRCUIT COURT& COMPTROLLER OTHER CLERK FUNDING SOURCES PUBLIC RECORDS MODERNIZATION TRUST FUND PUBLIC RECORDS MODERNIZATION TRUST FUND Florida Stats. Florida Stats. 28.24(12)( ) 28.24(12)(e)(1) Revenues Recording Fees 75,600 213,900 Interest Income 10,100 28,600 Cash Carry Forward 991,700 1,822,000 Total Revenues 1,077,400 2,064,500 Expenditures Personnel Services Operating Expenses 650,000 850,000 Equipment Contingency Reserves Total Expenditures 650,000 850,000 Estimated ending balance 427,400 1,214,500 The Public Records Mode rniz ationTrust Fund is authorized by Florida Statutes Section 28.24 (12)(d) and(e). The use of these funds is restricted as follows: • Public Records Modernization Trust Funds [Florida Statute 28.24(12)(d)] are to be used for equipment, maintenance,personnel training, and technical assistance in modernizing the public records system of the Clerk's Office. • Public Records Court Technology Funds [Florida Statute 28.24(12)(e)(1)] are to be used exclusively for the operation and support of an integrated computer system for judicial agencies and to support the operations and maintenance of the state court system. FOR INFORMATIONAL PURPOSES ONLY 24