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07/12/2017 (2)
�gIVEq x iY �FCORI�P� 2017/2018 BUDGET WORKSHOP JULY 129,2017 10 2017/2018 BUDGET WORKSHOP TABLE OF CONTENTS BUDGETMESSAGE............................................................................................. 1-16 HISTORICAL MILLAGE RATES BY FUND ................................................... 17-20 FUND SUMMARY AND MILLAGE: Comparisonby Fund..................................................................................... 21-24 Taxing District Summary.................................................................................... 25 AD VALOREM TAX: GeneralFund................................................................................................. 29-31 Municipal Service Taxing Unit (M.S.T.U.).................................................. 32-33 TransportationFund............................................................................................ 34 Emergency Services District................................................................................ 34 Land Acquisition Bonds - 2004 Referendum...................................................... 35 NON -AD VALOREM: Solid Waste Disposal District............................................................................. 39 Streetlighting Districts.................................................................................. 40-42 East Gifford Stormwater Watershed M.S.B.0..................................................:. 43 Oceanside Street Paving................................................................................... 44 Vero Lake Estates M.S.B.0.....................................................................:.......... 45 ENTERPRISE FUNDS: GolfCourse......................................................................................................... 49 BuildingDepartment........................................................................................... 50 UtilityServices.................................................................................................... 51 UtilityImpact Fee............................................................................................... 52 0 • • INTERNAL SERVICE FUNDS: Fleet Management ............ a. ............. 55 .................................................................... Self- Insurance................................................................................................... 55 Employee Health Insurance................................................................................ 56 IT - Geographic Information Systems................................................................ 56 IT- Computer Services....................................................................................... 56 MISCELLANEOUS FUNDS: New Traffic Improvement Fees.......................................................................... 59 Additional Impact Fees....................................................................................... 59 RentalAssistance................................................................................................ 60 Secondary Road Construction............................................................................. 60 Special Law Enforcement......................................................:............................. 61 TreeOrdinance Fines.................................:........................................................ 61 Tourist Development Fund................................................................................. 62 911 Surcharge..................................................................................................... 62 IRCLHAP/SHIP.................................................................................................. 63 MPO(Metro Planning Organization)................................................................. 63 Multi -Jurisdiction Law Enforcement.......................................................................64 Native Uplands Acquisition................................................................................ 64 Beach Restoration Fund...................................................................................... 65 Neighborhood Stabilization Plan ......................................................................... 65 Florida Boating Improvement Program.............................................................. 66 LibraryBequest Fund......................................................................................... 66 Disabled Access Programs.................................................................................. 66 Intergovernmental Grants................................................................................... 67 Traffic Education Program................................................................................. 68 CourtFacility Surcharge..........................................................................................68 Additional Court Costs Fund............................:..............................I.................... 69 CourtTechnology Fund...................................................................................... 69 Land Acquisition Series 2006............................................................................. 70 East Gifford Storm Water MSBU......................................................................... 70 DEPT SERVICE/CAPITAL PROJECTS: DodgerBonds..................................................................................................... 73 Dodgertown Capital Reserve.....................................................................I......... 74 OptionalSales Tax...................................................................................................74 BOARD OF COUNTY COMMISSIONERS 180127th Street, Vero Beach, Florida 32960-3388 • Office of Management & Budget Telephone: (772) 226-1214 July 7, 2017 Board of County Commissioners Indian River County 180127 th Street Vero Beach, FL 32960 Dear Commissioners: As required by Florida Statutes, transmitted with this message is the recommended budget for Fiscal Year 2017/2018 (FY17/18). The proposed budget represents the general operating framework for providing all County services for the forthcoming year. As presented, it reflects the County Administrator's plan of implementing and funding the recommended service levels. The budget has been developed with a combination of guidelines provided by the Board of County Commissioners (BCC) throughout the year, critical input from all Wommunity, partments, Budget Department guidance, the Administrator's perception of needs, responses from the and the Constitutional Officers' budgets. FY2017118 Budget Emphasizes Public Safety The constant goal of local governments is to provide high-quality services at a reasonable cost. Throughout the Great Recession, Indian River County government worked very hard to continue to wring out additional organizational efficiencies, as taxable values plummeted and millage rates were held constant to reduce the burden on the taxpayer. As the local economy recovers from the downturn, there is ongoing pressure to increase service levels. However, we must remain as vigilant with taxpayer dollars in good economic times as was done during the downturn. Maintaining a safe community with strong emergency services is a requirement of families and retirees alike. Indian River County has always placed a primary emphasis on funding public safety as this is a fundamental service provided by local government. The FY2017/18 budget promotes continued - emphasis on public safety through: increased funding of law enforcement, the opening of a new fire station, continued funding of capital equipment deferred during the downturn, addressing the responsiveness of development review and ensuring that new developments are built to proper specifications, and also addressing single source dependencies within the organization that could impact �erall service delivery to the public. 3 Fiscal Year 2017118 Budget highlights The total proposed budget is $327,646,370, a decrease of $18,766,301 or 5.42% from the current year. It should be noted that this is an increase of $19,617,063 or 6.37% from the beginning budget of $308,029,307 for the current year. However, this is still 30.65% below the approved FY 2006/07 amount of $472,420,328. A detailed all fund expense summary is contained in the exhibits following this message (pages 23 and 24). The chart below shows continued recovery in the County tax roll, following a significant drop during the "Great Recession". For FY 2017/18 the tax roll is increasing to $16.3 billion or 7.6% from last year, and is consistent with more moderate increases experienced during the last three years. Recommendations regarding proposed millage rates for fiscal year 2017/18 are. summarized below: Overall, the countywide millage rate is increasing by 1.28%; this is reflective of the General Fund millage rate increasing by 0.0657 mills or 1'.96%, offset by a 5.98% reduction in the Land Acquisition Bond millage. The M.S.T.U. Fund millage rate of 1.0733 remains the same as the current year. The Emergency Services District millage is increasing 2.80%, due primarily to the addition of fire rescue station and replacement capital equipment. • LJ 0 4 is of the FY2017118 Budget: • Tax roll Increase — 7.6% countywide, still well below peak. • Sheriff funding —Requested $4.6M increase (all funds); recommended increase of $2.6M or 5.84%. • Children's Services Funding — increase of $556,000 or 52.9%. • Senior Resources Association (Transportation) increase of $200,000 or 25% and Senior Resources Association (Senior Services) increased $123,000. • Fire Rescue Station 14 - $1.9 million in additional operating costs for new station, inclusive of startup costs to be funded by budget amendment this year so the station is fully operational in October 2017 (17 total employees). • Addition of five (5) positions to address building plan review response times including the following: o a Deputy Building Official in the Building Fund support by building permit fees; o a Lieutenant Inspector position in the Emergency Services District to improve fire plan review response time; o a Senior Civil Engineer and an Engineering Technician in County Engineering (Transportation fund) to respond to increased demand for development review; o A Senior Planner in the MSTD Fund to improve processing of development plans. Addition of three (3) positions to eliminate single source dependencies in key operational units including: o a Telecommunications Technician; o a Natural Resources Manager; o A Human Resource Payroll Specialist. • Health Insurance - employer monthly contribution increase of $30; $20 monthly increase in employee rates. ($499,320 county -wide impact). • Construction of landfill Cell II, Segment 3 - $2,252,500. • Facility Maintenance- includes funding for window sealing at the County Courthouse and pressure washing and painting of the Courthouse and the Parking Garage and continue multi-year catch-up on building maintenance and repairs. • Full-time Position increases - $2,220,217- 32 BCC positions (19 for Fire Rescue), 33.92 FT Constitutional, 65.92 total FT. 61 The largest individual expense in the budget is Personnel Services. In total, 65.92 additional full-time (FT) positions are proposed for FY 2017/18. BCC departments are increasing 32 full-time positions, while • Constitutional Officers show a net increase of 33.92 positions. This results in an additional cost of $2,220,217 (BCC only). Seventeen of these positions are needed to staff the new fire station. Five positions are required to address development review and three positions are proposed to address single source dependencies in key operational units. Table 11 Full-time Positions -All F d Fund Description Current 2016/2017 U11 s Recommended 2017/2018 Difference Rec./ Approved Clerk of Court (1) 13.05 14.97 1.92 Tax Collector 49.00 49.00 0.00 Property Appraiser 38.00 39.00 1.00 Sheriff 482.00 512.00(2) 30.00 Supervisor of Elections 9.00 10.00 1.00 Subtotal -Constitutional Officers 591.05 624.97 33.92 General Fund - BCC 131.15 133.15 2.00 M.S.T.U. 50.30 52.30 2.00 Transportation Fund 131.90 134.90 3.00 Emergency Services District 267.00 286.00 19.00 Solid Waste Disposal District 10.00 10.00 0.00 Additional Impact Fee Fund 1.00 1.00 0.00 Rental Assistance 4.00 4.00 0.00 Secondary Road Construction 4.10 4.10 0.00 911 Fund 2.75 2.75 0.00 SHIP Program 1.00 1.00 0.00 Metro Planning Organization 4.00 4.00 0.00 Beach Restoration Fund 2.00 3.00 1.00 Golf 3.00 3.00 0.00 Building Department 29.00 30.00 1.00 Utilities 122.00 126.00 4.00 Fleet Management 7.00 7.00 0.00 Risk Management 2.30 2.30 0.00 Employee Health Insurance 1.00 1.00 0.00 IT Department 12.50 12.50 0.00 Subtotal -BCC Depts. 786.00 818.00 32.00 Grand Total 1,377 05 1,44197: (1) Number of Clerk of Court positions funded by BCC. Other positions are funded through the court system. (2) Sheriff Requested • is T We proposed budget includes funding for modest salary increases for County employees. Wage reopeners in the collective bargaining agreements with the Teamsters and the International Association of Firefighters (IAFF) are currently being negotiated in accordance with the recently approved contracts. Revenue Outlook Indian River County has experienced relatively solid revenue growth as the recovery continues. New construction activity has increased from very low levels during the downturn. In addition, Half -Cent Sales Tax revenue is increasing $300,000 or 3.3%, Gas taxes are also increasing by $255,000 or 4.2%.overall. State Revenue Sharing is expected to increase by $75,000 or 2.3%. Optional sales tax revenue is budgeted to increase by $1,200,000 or 7.8%. Building permit revenue is budgeted flat as revenues are at all-time highs. However, certain revenues are down including franchise fees - $287,500 and the Communications Services Tax is down $200,000 reflecting exemptions granted to the fee base. Proposed Ad Valorem Tax rates and Fees Based on the preliminary rolls and recommended expenses, the proposed millage rates are as follows: Table 2 • Comparison of Adopted Millage Mates to Proposed Fund Description 2016/2017 Adopted Millage 2017/2018 Proposed Millage Difference Difference General Fund 3.3602 3.4259 0.0657 1.96% Land Acquisition 2004 0.3143 0.2955 (0.0188) (5.98%) Subtotal Countywide Millage 3.6745 3.7214 0.0469 1.28% MSTU Fund 1.0733 1.0733 0.0000 0.00% Emergency Services District 2.3010 2.3655 0.0645 2.80% Aggregate Millage 5.8349 5.9556 1 0.1207 2.19% There are changes in the proposed millage rates for fiscal year 2017/18. Overall, the countywide millage rate is increasing by 1.28%; this is reflective of the General Fund millage rate increasing by 0.0657 mills or 1.96°/x, offset by a 5.98% reduction in the Land Acquisition Bond millage. The M.S.T.U. Fund millage rate of 1.0733 remains the same as the current year. The Emergency Services District millage is increasing2.80% due primarily to the addition of new fire rescue station and replacement capital equipment. &w positions related to development review are proposed to be supported by ad valorem taxes; recent rd policy direction is to undertake a comprehensive review of development review processes with a 7 committee composed of experts from the development community to address response times through • efficiencies and technological improvements, as well as any recommended changes in fee structures. Proposed residential assessment rates are increasing by $6.49 (6.33°/x) to $109.10 per Equivalent Residential Unit. Commercial rates are increasing by $2.12 (5.96%) to $37.67 per Waste Generation Unit (W.G.U). The proposed readiness -to -use fee is $21.59 per W.G.U, an increase of $1.10 from last fiscal year. The rate increase is driven by a $770,000 increase in the cost to construct, update, and maintain closed landfill cells. For illustrative purposes, the effect of the preceding proposed rates on a home with an assessed value of $200,000 and a homestead exemption of $50,000 is shown in the following table. Table 3 Typical House Comparison — Proposed vs Current Proposed Millage Compared to Current 2016/2017 Milla g a 2017/2018 Proposed Milla a 9 IncreaseAdopted (Decrease) . Increase (Decrease) Taxable Value $150,000 $150,000 General Fund $504.03 $513.89 $9.86 1.96% Land Acquisition 2004 $47.15 $44.33 ($2.82) (5.98%) Subtotal — Indian River Shores $551.18 $558.22 $7.04 1.28% Emergency Services District $345.15 $354.83 $9.68 2.80% Subtotal -All Other Incorporated Areas $896.33 $913.05 $16.72 1.87% M.S.T.U. Fund $161.00 $161.00 $0.00 0.00% Total — Unincorporated Area $1,057.33 $1,074.05 $16.72 1.58°/a • • E:3 General Fund 4keproposed General Fund budget is $85,572,835, an increase of $848,485 or 1.0%. Specific departmental, Constitutional, and agency budget summaries are contained in the exhibits following this message (pages 29-31). Major factors impacting the General Fund budget are presented below: Ad valorem tax roll increase — 7.60%, $3,572,340 in" additional.revenue (95% collections). Millage rate - 3.4259, increase of 0.0657 mills or $6.57 per $100,000 of taxable value. e Constitutional Officers increases - $2,231,422 Is State Mandates/Constitutional Officers,— constitute 74.4% of the total General Fund budget Children's Services Funding — increase of $556,000 or 52.9%. Senior Resources Association (Transportation) $200,000 increase; (Senior Services) $123,000. ® State Agencies increasing $213,329 or 7.1 %. The following graph illustrates the breakdown of expenditures by agency in the General Fund. • General Find Expenses by a ego ry - FY 2017/18 BCC, 19;6% T � r, Reserves, 9,0% r - � r � ECO(i©mic Development &. I CRA's, O % Constitutionats, . 63.3 Children's Svcs, b p " 1.9% State Agencies, ikon Profits, 2.0% 3.8% It should be noted that State Mandates and Constitutional Officers account for about 74.4% of the total fund expenditures. BCC departments represent 19.6% of the total General Fund budget. Constitutional Officers' budgets represent 63.3% of the total budget. • 6 The countywide tax roll has increased 7.60% from last year. New construction added 1.7% while existing values increased 5.9%. This provides additional revenue of approximately $3.6 million for the General • Fund, assuming 95% collections and the same millage rate. The millage rate to fund the recommended General Fund budget is 3.4259, which is an increase of 0.0657 or $6.57 per $100,000 of taxable value. BCC budgets are down slightly (0.6%), while Constitutional Officers have increased by 4.3%. The Clerk of the Circuit Court is requesting a $44,146 increase or 4.5% over the previous fiscal year budget. This budget increase reflects the cost of rising health insurance, increases in overhead, a modest raise for employees, and an overall net increase of 1.27 positions. The Sheriff's Office requested a General Fund budget increase of $5.3 million or 11.9% from the current year. Staff is recommending a more modest increase of $46.4 million or 4.4%, which is $2.0 million less than the Sheriff's initial request. In addition, $1,309,343 in Optional Sales Tax was used to fund replacement vehicles and 800 MHz radios in the Sheriff's 2017/18.budget request to further minimize the impact on the ad valorem tax supported funds. The Supervisor of Elections has requested an increase of $38;515 or 3.0%. The primary reasons for this increase are converting the Warehouse Manager position to full-time status, ;Increased health care premiums, and maintenance costs of the new voting system. The Tax Collector's budget is not due until August 1St; therefore, staff has estimated no change in this budget request at this time. The Property Appraiser has requested an increase of $197,600 or 5.5% overall. General Fund dollars support the bulk of the Property Appraiser's budget, and the General Fund impact is an increase of • $180,665 or 6.4%. The budget request includes funding for an additional Appraiser position and funding for employee raises. As contract negotiations were not finalized when the FY2016/17 budget was developed, an allotment for raises was not included in the adopted budget, but were subsequently funded by budget amendment. The BCC departmental funding amount is down $101,972 or 0.6%. Total -staffing for BCC departments increased by 2 full time positions: These pysitions include one (1) Tradesworker in Facilities Management to address preventative maintenance in air conditioning systems throughout the county and a Payroll Specialist in Human Resources to eliminate a single source dependency for payroll processing. Recommended State agency budgets total $3,234,992, which is an increase of $213,329 or 7.1 %. This is reflective of membership in the Indian River National Estuary Program Council — $50,000 as well as increased Circuit Court costs and an increase in Indian River County's share of the Medical Examiner's budget. Circuit Court expenses in the General Fund are budgeted at $176,312. Of this amount, $159,317 is attributable to Court Technology fees not generating sufficient revenue to fund Court system technology needs. The shortfall in Court Technology fees is then borne by the General Fund. This is $68,274 less than the full $453,002 in funding requested by the Court Administrator. Indian River County's share of the Medical Examiner budget is increasing $51,699 or 13.9% reflecting the 111 hase-in of a Medical Examiner Investigator position. roposed funding for Children's Services is $1,607,965, an increase of $556,000 or 52.9% as approved by the Board to increase funding closer to the maximum 0.1250 mill funding allocation authorized in the _enabling ordinance. Per Board policy direction, reserves are being utilized to fund a portion of the increase - $250,000. General fund transfers to other funds are increasing $303,662 or 6.2%, primarily due to increased expenses in the Transportation Fund. Municipal Service Taxing Unit (M. S. T U.) Fund The M.S.T.U. recommended budget is $30,713,214, an increase of $292,855, or 1.0% (pages 32-33). Transfers out to the Transportation Fund are increasing by $243,001 and transfers for Law Enforcement are decreasing by $156,985. Transfers out make up such a large portion of the M.S.T.U. expense budget (75.9%), that any change causes a significant impact on the total fund budget. A summary of major factors impacting the M.S.T.U. Fund is shown below: _ • Ad valorem tax roll.— 7.4% increase, generating $612,534 in additional revenue, assuming 95% collections. • Transfers Out - $243,001.to fund transportation. 0 • Reduction in budgeted Communications Services Tax revenue — ($200,000) and franchise fee revenue — ($287,500). • There is funding for new full-time positions in County Planning and Telecommunications, and part- time positions in Recreation and the Intergenerational Building - $167,050 in salary & benefits. Many M.S.T.U. Fund revenues are mixed forthe upcoming fiscal year. Half -Cent Sales Tax is projected to increase by 3.3% overall, while State revenue sharing. is expected to increase by 2.3%. These revenues will generate an additional $256,893 to the FY 2017/18 budget. However, certain revenues are down including franchise fees - $287,500 and the Communications Services Tax is down $200,000 reflecting exemptions granted to the fee base. See chart below. Communications Revenue• Actual Budget) $1,500,000 $1,250.,096 $1,200,000 111 111— ,q $11000,000 $500,000 d, 1 FY2012/131 1 i . 1FY2017/18 11 Based on the July 1 certified tax roll, the assessed value increased 7.4%; new construction added 1.9%, while existing values increased 5.5%. The proposed millage rate for the M.S.T.U. Fund is 1.0733, which is no change from the current year. This is 5.49% above the rolled back rate. Transportation Fund The recommended budget for the Transportation Fund is $15,588,761, reflecting an increase of $279,986 or 1.8% (pages 33-34). Some of the major factors impacting the Transportation Fund Budget are presented below: • Staffing increase - 3 FT positions, $202;094; • Increase in pipe and culverts - $60,000. • Rolling stock/capital equipment - $690,220 reflecting an increase of $19,617 from the FY2017 adopted amount. As noted previously a Senior Civil Engineer and an Engineering Technician in County Engineering are proposed to respond to demand in development review. An Environmental Compliance Specialist is also proposed in the Stormwater Department at a cost of $61,883 to optimize treatment performance of existing and proposed regional County stormwater treatment facilities: Egret Marsh Stormwater Park (existing), PC Main . Screening System (existing), Osprey Acres Floway and Nature Preserve (soon to be constructed), North Relief Canal Managed Aquatic Plant System (under design). Current staffing needs additional support to operate and maintain the two existing facilities, as well as the addition of Osprey Acres. Due to aging infrastructure, there have been a number of culvert failures experienced recently. To address this issue, funding for pipe and culvert materials was increased by $60,000. Addressing the deferred maintenance will require a multi-year effort. Constitutional gas taxes are budgeted to increase by $180,000 while County gas tax revenues reflect an increase of $25,000. Transfers from the General Fund and M.S.T.U. will account for 65.6% of total revenues next year compared to 63.7% for the current year. _ 12 O.'mergency Services District Fund The total budget proposed.for next fiscal year is $37,491,634, reflecting an increase of $68,296 or 0.2%, (page 34). A summary of the major impacts on the Emergency Services District (ESD) is provided as follows: Addition of Fire Rescue Station #14 - $1.9 million operating costs/year. Taxroll change - increased 7.8%, generating $2,051,603in additional revenue, assuming the same millage rate at 95% collections. Budgeted ALS ambulance fee revenue reflects an increase of $250,000.. Replacement capital equipment - $2,001,480 budgeted in ESD. Seventeen (17) additional positions are proposed to staff an ALS fire'engine at Fire -Rescue Station 14. Addition of an Assistant Fire Chief position to provide for a training period overlap and continuity of operations as the existing Fire Chief is in the DROP program with a mandatory retirement date of April 30, 2018. After the consolidation of Fire Service and Emergency Medical Services operations, there were e Assistant Chief positions; currently there is only one. Addition of a Lieutenant position to address fire plan review response'time associated with increased development activity in the county. Fire Station 14, located at 6780 26th Street, is scheduled to open in October 2017. The generalized Iodation of the station has been identified for many -years as a necessary location by ISO. Currently the area is serviced by Station #7, 1891 90th Avenue, and Station #3, 2900 43rd Avenue. These two stations average over 275 calls for service each month, with an average response time of .over 6 minutes. The addition of Station 14 is expected to shorten response times, reduce call volumes for those affected stations and provide availability of emergency services to these areas. This station will provide services to the commercial structures in the mall area and the majority of the calls in this response sector are medical in nature, due to the many assisted living facilities and large number of 55 and over �communities. The proposed District budget also includes funding for $2,0.01,480 in replacement capital equipment. Principal purchases include 2 med units, 2 fire prevention vehicles, a battalion chief vehicle, a light duty platform truck, stretchers, Jaws of Life, and laptops. In addition, there is $535,000 budgeted for a fire pumper; $231,200 budgeted for a Brush Truck, and $74,400 for radios shifted to Optional Sales Tax in order to reduce the impact on ad valorem taxes. Based on the certified tax roll, the total assessed value increased by 7.8% compared to a 5.9% increase lWst year. New construction provides an increase of 1.9%, while the change in existing values is 5.9%. e tax roll increase provides $2.1 million in additional revenues at the same millage rate, assuming 95% collections. 13 The proposed millage rate of 2.3655 is an increase of 2.80% over the current rate and equates to an • increase of $6.45 per $100,000 of taxable value. This represents an 8.90% increase above the rolled back millage rate. It is important to note that the two principal revenue sources in the Emergency Services District are ad valorem taxes (84.3% of total FY18 fund revenues) and Advanced Life Support (ALS) ambulance user fees (14.8% of total FY18 fund revenues). Ambulance user, fees are budgeted . conservatively as there is volatility from year to year in the revenue generated. The FY18 budget includes an additional $250,000 from this revenue source, but the cost of improving service to the public by opening the new station requires additional ad valorem support. Land Acquisition Bonds - 2004 Referendum Total debt service expenses are budgeted at $4,589,350, which is an increase of $42,803, or 0.9%. The millage rate is 0.2955, which is a decrease of 5,98%. Solid Waste Disposal District (SWDD) NOTE: The Solid Waste Disposal District and Enterprise budgets are presented in accordance with Generally Accepted Accounting Principles (GAAP). As a result, depreciation is included as a budgeted expense, while capital outlay and debt service principal payments are excluded. The total proposed SWDD budget is $14,039,078, which is a decrease of $314,105 or 2.2% (page 39). The capital budget includes $2,252,500 to initiate the design, permitting, and construction of Cell II, Segment 3 at the County landfill site on Oslo Road. This project is important as it builds future landfill capacity for garbage disposal in Indian River County. Proposed residential assessment rates are increasing by $6.49 (6.33%) to $109.10 per Equivalent Residential Unit. Commercial rates are increasing by $2.12 (5.96%) to $37.67 per Waste Generation Unit (W.G.U). The proposed readiness -to -use fee is $21.59 per W.G.U, an increase of $1.10 from last fiscal year. The rate increase is driven by a $770,000 increase in the cost to construct, update, and maintain closed landfill cells. Special Revenue and Capital Projects Funds All but one of the nineteen Street Lighting Districts' rates will remain unchanged. Tierra Linda will increase from $29.00 to $39.00 per parcel acre, due to declining fund balance available to support operations. In addition, there are no proposed rate changes in the following Municipal Service Benefit Units (MSBU's): Vero Lake. Estates, E. Gifford Stormwater, and Oceanside. Street Paving. • 14 Optional Sales Tax During the November 2016 general election, 64.35% of Indian River County voters approved the extension of the Optional Sales Tax for an additional fifteen (15) years through December 31, 2034, reflecting voter confidence in how these funds have been administered by the county. This revenue source is a principal funding source for Indian River County capital projects, and, coupled with conservative budgetary practices, allows the county to maintain very low millage rates. As infrastructure must be sized to meet peak seasonal population needs, it is appropriate that this revenue source is paid by both residents and tourists. The Optional Sales Tax (OST) Fund budget is $32,607,236 a decrease of $12.7 million or 28.1 % from the current year. This decrease is due largely to the fluctuation in capital projects from year to year. The largest component of budgeted projects is for road construction. Golf Course The proposed Golf Course budget totals $2,892,007, reflecting an increase of $76,146 or 2.7%. The irrigation system improvements currently underway at the Lakes Golf Course are an important step in the long-term maintenance of the golf facilities. No change in rates is proposed. Building Division 4Pheproposed budget is $3,853,306, reflecting an increase of $282,886 or 7.9%. The Building Division budget includes a Deputy Building Official that is necessary to assist in addressing permit review and customer service, and also to provide additional management redundancy for day to day operations. Staff will continue to explore options to streamline the permitting process and improve the customer experience in this area. One concern noted in recent years is the ability to recruit additional Building Inspector and Plans Examiner positions. That recruitment issue is a common problem statewide and in growing areas nationally. We have successfully used contracted inspectors to keep daily inspections per inspector down to a manageable level and will -continue working to improve customer service through reduced inspector loads. In addition, implementation of the NeoGov on-line application system in January helped recruit out -of -county applicants that led to two new inspector hires and one new plans examiner hire this spring. Utilities The Utility Services recommended budget is $41,936,341, reflecting an increase of $2,194,932 or 5.5% (page 51). A net of four (4) additional positions at a cost of $245,870 are proposed to improve operations and maintenance of the system. No rate increases.are included in this budget. • 15 Customers of our utility system expect uninterrupted water and sewer service and preventativ qft maintenance is a key factor in delivering this reliability. Funding for system repair and replacement (R R) has been increased by $449,000 to -$5,135,000 annually. In August 2017, staff will be reviewing responses to an RFP to implement an AMI meter program. This is a long-term investment in technology to remotely read meters and to improve customer service. GIS/Computer Services Fund The total proposed budget for the GIS/Computer Services Fund is $1,688,029, reflecting a decrease of $94,445 or 5.3%. No new positions were funded in the FY2017/18 budget. Departmental contributions were "right -sized" in FY2017/18 to fund this operation, due to the impact of updating Microsoft licensing fees mid -year in FY2017. Prospective View Indian River County continues to grow as our lower population density, natural amenities and small town feel appeal to both retirees and families relocating from higher costs areas in South Florida. Maintaining this appeal and being vigilant in managing this growth is a challenge that we all share. • Our low tax rates are one component of the economic advantages of residing or operating a business in Indian River County. One of the immediate challenges lying ahead is the referendum that would provide an additional $25,000 homestead exemption on non -school taxes. Assuming passage of this referendum, the estimated impact on county tax revenues is potentially $3 million. We need to begin planning for the impact of this referendum as we move forward. The preceding is intended to provide the Board with a general overview of the most significant changes in the proposed budget. A more detailed explanation will be provided during the workshop sessions. Resp�tfully sub E. Cou0ty AVministrator • 16 2017/2018 Budget Workshop Budget Message 2017/2018 Budget Workshop July 12, 2017 2017/2018 Budget Workshop Budget Message Budget Comparison FY 16/17 Increase % Increase otal Budget $346,412,671 $327,646,370 ($18,766,301) (5.42)% FY 16/17 Increase % Increase A Description Bee. Budeet FY 17/18 (Decrease) (Decrease) Budget $308,029,307 $327,646,370 $19,617,063 6.37% a inc. scue), times, /%-2 /6-3 FY 2017/2018 Highlights cont' d • Construction of Landfill Cell II, Segment 3 - $2,252,500 • Health Insurance - employer monthly contribution increase vs. Millage Rates of $30 ($499,320 total) ; $20 monthly increase in employee rates • Facilities Maintenance - window sealing at Courthouse and 3.1914 pressure washing and painting of the Courthouse and Parking 3.5 pTaxable Value 3.4 Garage • Continue multi-year catch-up of building maintenance, R&R, and capital asset purchases. —Millage 3.4259 3.3 /6-3 General Fund Taxable Value vs. Millage Rates $19,000 3.1914 3.5 pTaxable Value 3.4 —Millage 3.4259 3.3 $17,000 3.2 p� o$15,000 3.1 —_ 003 $13,000 2.9 $11,000 2.8 2.7 1 $9,000 11 2.6 Fiscal Year /6-3 16- ,. 2017/2018 Millage Rate Comparison Historical Ad Valorem Revenue & Population Fund Description 16/17 Rate r Difference (w/ G.O. Debt) 3.4259 1.96% $110 569 150,000 $103 (5.98)% M Valorem $102 Subtotal Countywide 3.6745 3.7214 1.28% $100 1.0733 0.00% —population ol 145,000 2.3655 2.80% Aggregate Millage 5.8349 5.9556 140,000 $90 P.0 135,000 o. 580 130,000 3 a 125,000 a 570 120.000 $60 115,000 550 —I— 110,000 01�Q6 'Zi p9��0 10`,� �1��ti ��N ��,h N��6 OrO�1 Fiscal Year ° 16- 2017/2018 Millage Rate Comparison Fund Description 16/17 Rate r Difference General Fund 3.3602 3.4259 1.96% 569 Land Bonds 2004 (a) 0.3143 0.2955 (5.98)% Subtotal Countywide 3.6745 3.7214 4 2017/2018 Millage Rate Comparison Fund Description 16/17 Rate 17/18 Proposed Difference General Fund 3.3602 3.4259 1.96% Land Bonds 2004 (a) 0.3143 0.2955 (5.98)% Subtotal Countywide 3.6745 3.7214 1.28% M.S.T.U. 1.0733 1.0733 0.00% Emergency Svcs. Dist. 2.3010 2.3655 2.80% Aggregate Millage 5.8349 5.9556 2.19% (a) Not included in aggregate rate. 4 i FY 2016/17 General Fund Millage Surrounding and Comparable Counties a............._.. -- _ ...._..._...._._....................._.............. ...........__..__._...._......__._._.........._.............._.......................... 6 d 4 m 2 ........ ' ... ..... ... ..... ._....... ._. ...... _........ ............... —. ___ .. __.._.....: ._.............. ............... ........ bacP`,e` v,F O�`eo�a �a�`c 0�e�i acaoLra`o /(- 5 State Mandates/Constitutional Ofg s Mandates 74.4% -# }31a %x6a7 Other Expenses 25.6% • $63,682,064 or 74.4% of General Fund expenses go toward Constitutional Officers and Unfunded State Mandates /(- 5 c -- - General Fund Budget Overview Typical House Comparison Compared to Current Assessed Value: $200,000 Homestead Exempt.: ($50,000) Taxable Value: $150,000 2017/18 Increase Current Proposed (Decrease) General Fund $504.03 $513.89 $9.86 Land Acouisition Bond 2004 47.15 44.33 (2.82) Subtotal - Indian River Shores $551.18 $558.22 $7.04 Emerp-ency Services District 345.15 354.83 9.68 Subtotal - All Other Incorporated $896.33 $913.05 $16.72 M.S.T.U. 161.00 161.00 0.00 Total Unincorporated Area $1,057.33 $1,074.05 $16.72 -I- Ov"', -- - General Fund Budget Overview • Ad Valorem tax roll increase 7.60%, $3.6 million additional revenue • Millage Rate - 3.4259, increase of 0.0657 or 1.96% • Constitutional Officers increase of $2,231,422 • State Mandates/Constitutional Officers make up about 74.4% of total budget • Children's Services Funding - up $556,000 or 52.9% • Senior Resource Association $200,000 increase; Senior Services $123,000 • State Agencies increasing $213,329 /� —7 General Fund Millage History General Fund Millage History General Fund Expenses 4- by Category - FY 2017/18 3.7 j m 3.4 � lI ro 3.1 Reserves, 9.0% i 2.8 n; Economic 25e%eel FlscalYear • FY 17/18 Millage = 3.4259 63.3S'o isChildren Svcs, • 7.9% above rolled back State Agencies, Non Profits, 2.01/a /� —7 General Fund Expenses by Category - FY 2017/18 OCC, 19.6% Reserves, 9.0% Economic ^Development & JJ Constitutionals, CRXs, OA% 63.3S'o isChildren Svcs, State Agencies, Non Profits, 2.01/a 3.8% /� —7 i BCC Departments (cont'd.) page 29 'M General Fund Expenses for 2017/18 Inc. BCC Departments Emergency Mgt. $573,866 $451,027 page 29 (21.4)% Department Name 2016/17 Admin. Rec. Inc. %Inc. Human Services BCC Operations $1,032,863 $1,034,994 $2,131 0.2% 178,094 County Attorney 785,012 785,668 656 0.1% 175,862 GIS Transfer 41,594 74,030 32,436 78.0% (18,172) Comm./Emerg Svc. 516,017 499,717 (16,300) (3.2)% 1.6% Main Library 2,264,848 2,246,410 (18,438) (0.8)% EM Base Grant North Cty. Library 1,058,061 1,065,966 7,905 0.7% 228,366 Brackett Library 287,770 285,424 (2,346) (0.8)% 283,218 Soil Conservation 45,737 46,188 451 1.0% 11,462 Law Library 79,582 86,829 7,247 9.1% 10.3% Administrator 455,376 464,143 8,767 1.9% General Services 135,146 139,788 4,642 3.4% Human Resources 445,105 463,177 18,072 4.1% Planning & Dev. 6,000 6,000 0 0.0% Veterans Services 269,709 274,809 5,100 1.9% ;neral Fund Expenses for 2017/18 BCC Departments (cont'd.) page 29 Department Name 2016/17 Admin. Rec. Inc. %Inc. Emergency Mgt. $573,866 $451,027 ($122,839) (21.4)% Parks 2,365,370 2,259,728 (105,642) (4.5)% Human Services 287,508 288,030 522 0.2% Ag. Extension 178,094 163,232 (14,862) (8.3)% Purchasing 167,880 175,862 7,982 4.8% Facilities Management 3,863,742 3,845,570 (18,172) (0.5)% Mgmt. & Budget 320,073 325,119 5,046 1.6% FPL Grant 121,295 122,898 1,603 1.3% EM Base Grant 133,986 89,085 (44,901) (33.5)% Computer Serv. Transfer 228,366 322,497 94,131 41.2% Insurance Premiums 283,218 283,218 0 0.0% Animal Control 562,771 574,233 11,462 2.0% Mailroom 324,200 357,575 33,375 10.3% Total BCC Depts. $16,833,189 $16,731,217 ($101,972) (0.6)% WN M.S.T.U. Budget Overview AF additional revenues • Transfers Out - $243,001 increase • Reduction in Communication Services Tax — ($200,000) and Franchise Fee Revenue ($287,500) 0 New full-time positions in County Planning and Telecommunications, and part-time positions in Constitutional Officers $167,050 salary & benefits page 29 Agency Name 2016/17 Admin. Rec. Inc. %Inc. Clerk of Court $988,668 $1,032,814 $44,146 4.5% Tax Collector 1,465,104 1,465,104 0 0.0% Property Appraiser 2,812,132 2,992,797 180,665 6.4% Sheriff 44,445,601 46,420,667 1,975,066 4.4% Sheriff Electric 900,000 900,000 0 0.0% Supervisor 1,282,257 1,320,772 38,515 3.0% Value Adi. Board 66,950 60,000 (6,950) (10.4)% Total Const. $51,960,712 $54,192,154 $2,231,442 4.3% M.S.T.U. Budget Overview • Ad Valorem tax roll — 7.4% increase, $612,534 additional revenues • Transfers Out - $243,001 increase • Reduction in Communication Services Tax — ($200,000) and Franchise Fee Revenue ($287,500) 0 New full-time positions in County Planning and Telecommunications, and part-time positions in Recreation and the Intergenerational Building - $167,050 salary & benefits �M.S.T.U. Dept. Expenses for 2017/18 Page 32 Department Name 2016/2017 Admin. Rec. Inc. %Inc. County Attorney-FMPA $69,789 M.S.T.U. Fund Millage History ($69,789) MSTU Fund Millage History NCAC 836,537 1.9000 (12,407) (1.5)% 1.7000 406,924 405,865 (1,059). 1.5000 Recreation 917,295 d (19,760) (2.2)% 1.3000 405,252 463,431 58,179 1.1000 ----- - ---- -- Ocean Rescue 840,031 0.9000 22,970 2.7% 0.7000 752,631 632,427 (120,204) 0.5000 - Community Develop. 244,417 `lee (2,345) (1.0)% le le''1'116;11 ry�41b 939,700 1,087,051 147,312 Fiscal Year Code Enforcement 474,003 • FY 17/18 Millage =1.0733 13,386 . o Parks 165,061 163,204 �M.S.T.U. Dept. Expenses for 2017/18 Page 32 Department Name 2016/2017 Admin. Rec. Inc. %Inc. County Attorney-FMPA $69,789 $0 ($69,789) (100.0)% NCAC 836,537 824,130 (12,407) (1.5)% GAC 406,924 405,865 (1,059). (0.3)% Recreation 917,295 897,535 (19,760) (2.2)% Intergenerational Fac. 405,252 463,431 58,179 14.4% Ocean Rescue 840,031 863,001 22,970 2.7% Shooting Range 752,631 632,427 (120,204) (16.0)% Community Develop. 244,417 242,072 (2,345) (1.0)% County Planning 939,700 1,087,051 147,312 15.7% Code Enforcement 474,003 487,389 13,386 2.8% Parks 165,061 163,204 (1,857) (1.1)% Roads & Bridges 15,000 0 (15,000) (100.0)% Telecommunications 197,474 201,983 4,509 2.3% ITax Collector 86,000 RUN ft 0 Total MSTU Depts. $6,344,114 $6,348,088 $3,974 0.1% /�-10 Transportation Fund Budget Overview - Total Transportation Fund Budget $15,588,761; Road & Bridge $7,644,757 $7,648,425 $3,668 0.0% increase of 1.8% - Replacement Capital- $690,220 recommended; increase of $19,617 from the FY2017 adopted amount - Staffing Increase — 3 FT positions, $202,094 Total Trans. Depts. $13,755,525 $13,713,108 ($42,417) (0.3)% Transportation Fund Expenses for 2017/18 page 33 Department Name 2016/2017 Admin. Rec. Inc. %Inc. Road & Bridge $7,644,757 $7,648,425 $3,668 0.0% Public Works 289,354 331,294 41,940 14.5% County Engineering 2,163,471 2,371,745 208,274 9.6% Traffic Engineering 2,795,400 2,628,366 (167,034) (6.0)% Stormwater 862,543 733,278 (129,265) (15.0)% Total Trans. Depts. $13,755,525 $13,713,108 ($42,417) (0.3)% i ,� Emergency Services District Budget Overview • Total Emergency Services District budget $37,491,634, an increase of $68,296 or 0.2% History • Addition of Fire Rescue Station #14 $1.9 million operating costs/year. • Tax roll change — up 7.8%, $2.1 million additional revenues • ALS Revenue - $250,000 budgeted increase • Replacement Capital Equipment- $2,001,480 • Nineteen additional positions budgeted —17 for Station #14 1.4 /(o-12 Emergency Services District Millage History 2.4 2.2 2.0 1.6 1.4 1.2 1.0 pyo pyo pyo ,yo ,yo ,yo ,yo pyo �o �o ,yo ,yo ,yo ,yo Fiscal Year ane =L-1 3655 • 8A above rollback /(o-12 +ij State Agencies pages 29, 68 & 69 Emergency Services District 2016/2017 Expenses for 2017/18 page 34 New Horizons Fire Rescue 2016/2017 Admin. Rec. Inc. %Inc. Salaries $17,466,973 $19,156,718 $1,689,745 9.7% State Health Dept. 602,829 Benefits 8,688,215 9,457,415 769,200 8.9% Operating 4,847,827 4,979,896 132,069 2.7% 1,326 Hydrant Maint. 146,477 149,227 2,750 1.9% 0 Capital 4,419,682 2,001,480 (2,418,202) (54.7)% Other Uses 1,840,342 1,733,076 (107,266) (5.8)% 53,000 State Forestry 13,822 13,822 0 0.0% Total $37,423,338 $37,491,634 $68,296 0.2% (5.7)% Enviro. Control Board 7,033 7,033 0 0.0% Circuit Court Expenses (6-13 State Agencies pages 29, 68 & 69 Agency Name 2016/2017 Admin. Ree. Inc. %Inc. New Horizons $287,172 $301,530 $14,358 5.0% State Health Dept. 602,829 632,970 30,141 5.0% TCRPC 61,631 62,957 1,326 2.2% IR Lagoon Nat. Estuary Prog. 0 50,000 50,000 N/A Dept. of Juvenile Justice 347,000 400,000 53,000 15.3% Medicaid 1,142,135 1,077,218 (64,917) (5.7)% Enviro. Control Board 7,033 7,033 0 0.0% Circuit Court Expenses 422,829 384,728 (38,101) (9.0)% Guardian Ad Litem 85,411 88,143 2,732 3.2% Victim's Asst. Program 67,605 66,392 (1,213) (1.8)% State Attorney 169,478 222,060 52,582 31.0% Public Defender 82,181 80,709 (1,472) (1.8)% Medical Examiner 370,991 422,690 51,699 13.9% 0 Total State Agencies $3,660,117 $3,810,252 $150,135 4.1% (6-13 IG -14 A - Economic Development 2016/2017 Admin. Rec. Inc. %Inc. Economic Development Div. $171,465 $185,054 $13,589 7.9% Agency 2016/2017 17/18 Rec. Big Brothers & Big Sisters IG -14 Agency 2016/2017 17/18 Rec. Big Brothers & Big Sisters $65,000 $100,000 Boys & Girls Clubs of IRC 30,000 30,000 Castle 119,065 120,000 Catholic Charities 29,000 29,000 CCCR 200,900 273,860 Crossover Mission 45,000 50,000 Dasie Bridgewater Hope Ctr. 35,000 40,000 Economic Opportunities Council 0 30,000 Education Foundation 130,000 156,655 Gifford Youth Activity Center 35,000 37,450 Gifford Youth Orchestra 10,000 0 Healthy Start 68,000 120,000 Breaking Through Boundaries 10,000 15,000 Dodgers Baseball Program 10,000 15,000 Learning Alliance 40,000 140,000 Substance Abuse Council 180,000 200,000 ORCA 0 30,000 FTL Afterschool and Summer Prog. 10,000 10,000 RCMA 0 79,000 Pelican Island Audubon Society Inc. 20,000 20,000 Sunshine Physical Therapy 0 30,000 Youth Guidance 15,000 20-000 Total $1,051,965 $1,607:965 IG -14 A�.: Community Redevelopment Area 2016/2017 Admin. Rec. Inc. Non -Profit Organizations Sebastian CRA $160,610 $179,916 $19,306 Fellsmere CRA 3,062 5,511 2,449 Admin. Rec. Inc. %Inc. Non -Profit Organizations Asencv Name 2016/2017 Admin. Rec. Inc. %Inc. Mental Health $22,500 $22,962 $462 2.1 % United Against Poverty 10,000 10,205 205 2.1% 211 Palm Beach 10,000 10,205 205 2.1% Veterans Council 82,310 84,160 1,850 2.2% Keep Indian River 40,539 50,539 10,000 24.7% Beautiful (K.I.R.B.) /(0-16 I yS" Quasi -Non -Profit Organizations page 30 Agency Name 2016/2017 Admin. Rec. Inc. %Inc. Senior Resource $800,000 $1,000,000 $200,000 25.0% Senior Res. Grants 2,431,127 0 (2,431,127) (100.0)% CTC -SRA -Senior Svcs. 0 123,000 123,000 N/A Gifford Youth Center 93,600 95,519 1,919 2.1% Prog. Civic League 12,185 12,185 0 0.0% Humane Society 395,547 395,547 0 0.0% TC Homeless Svcs. 15,270 15,270 0 0.0% Total Quasi -Non - Profit Agencies $3,747,729 $1,641,521 ($2,106,208) (56.2)% /(0-16 :t Dori Slosberg Drivers Education Safety Act page 68 Agency Name 2016/2017 Admin. Rec. Inc. %Inc. IRC School District $48,000 $48,000 $0 0.0% St. Edward's School 13,350 0 (13,350) (100.0)% Reserve for Contingency 0 9,000 9,000 N/A Total $61,350 $57,000 ($4,350) (7.1)% s l /(0-16 __.--LStr_eetli htin _DistrictsAssessment_Rates Land cquisition Bond 1Description 16/17 Proposed 2017/18 Budget Gifford $25.00 $25.00 $0.00 Page 35 Laurelwood Expenses 2016/2017 Proposed 17/18 Inc./(Dec.) RockRidge Debt Svc. Principal $4,053,000 $4,158,000 $105,000 Debt Svc. Interest 327,120 259,840 (67,280) Other Debt Svc. Costs 10,000 10,000 0 0.00 Property Appraiser 66,427 69,510 3,083 0.00 Tax Collector 50,000 52,000 2,000 10.00 Cash Forward 40,000 40,000 0 0.00 Total Expenses $4,546,547 $4,589,350 $42,803 20.00 Millage 0.3143 0.2955 (0.0188) 39.00 0.00 Roseland 1.00 1.00 0.00 Whispering Pines 16.00 __.--LStr_eetli htin _DistrictsAssessment_Rates age 1Description 16/17 Parcel/Acre 17/18 Parcel/Acre Difference Gifford $25.00 $25.00 $0.00 Laurelwood 36.00 36.00 0.00 RockRidge 8.00 8.00 0.00 Vero Highlands 36.00 36.00 0.00 Porpoise Point 11.00 11.00 0.00 Laurel Court 39.00 39.00 0.00 Tierra Linda 29.00 39.00 10.00 Vero Shores 24.00 24.00 0.00 Ixora Park 20.00 20.00 0.00 Royal Poinciana 39.00 39.00 0.00 Roseland 1.00 1.00 0.00 Whispering Pines 16.00 16.00 0.00 Moorings 10.00 10.00 0.00 Walker's Glen 22.00 22.00 0.00 Glendale Lakes 40.00 40.00 0.00 Floralton Beach 50.00 50.00 0.00 West Wabasso 21.00 21.00 0.00 Oceanside* 57.00 57.00 0.00 -Oslo Park* 25-47 25.A7 0:00 lin- 17 16-18 Mc T T . S . B . V . ' s pages 43-45 16/17 Budget 17/18 Proposed Difference Vero Lake Estates M.S.B.U. Golf Course $2,815,861 $2,892,007 $76,146 Building Department 3,570,420 3,853,306 282,886 Utilities 39,741,409 41,936,341 2,194,932 Utilities -Impact Fees 1,362,775 1,362,775 0 Per Parcel Acre $50.00 $50.00 $0.00 E. Gifford Stormwater M.S.B.U. Per Parcel Acre $10.00 $10.00 $0.00 Oceanside Street Paving M.S.B.U. Per Lot Charge $415.00 $415.00 $0.00 16-18 Enterprise Funds pages 47-52 Department 2016/2017 17/18 Proposed Inc./Dec Golf Course $2,815,861 $2,892,007 $76,146 Building Department 3,570,420 3,853,306 282,886 Utilities 39,741,409 41,936,341 2,194,932 Utilities -Impact Fees 1,362,775 1,362,775 0 Total 47,490,465 $50,044,429 $2,553,964 16-18 /'(, —19 Internal Service Funds Miscellaneous Funds pages 57-70 pages 53-56 16/17 Budget Department 2016/2017 17/18 Proposed Inc./Dec Fleet Management $3,555,869 $3,573,592 $17,723 Risk Management 4,649,818 4,765,018 115,200 (1,334,912) Employee Health Ins. 18,153,528 16,970,321 (1,183,207) 2,346,408 GIS/Info Technology 1,782,474 1,688,029 (94,445) 12,511,676 6,303,999 (6,207,677) Total $28,141,689 $26,996,960 ($1,144,729) 0 (80,822) 117 Tree Ordinance Fines 150,000 50,000 (100,000) /'(, —19 Miscellaneous Funds pages 57-70 Fund 16/17 Budget 17/18 Proposed Difference 102 New Traffic Impr. Fee $7,831,283 $7,402,000 ($429,283) 103 Additional Impact Fees 2,946,818 1,611,906 (1,334,912) 108 Section 8/Rental Asst. 2,687,912 2,346,408 (341,504) 109 Secondary Road Const 12,511,676 6,303,999 (6,207,677) 112 Special Law Enforc. 80,822 0 (80,822) 117 Tree Ordinance Fines 150,000 50,000 (100,000) 119 Tourist Dev. Fund 868,200 902,669 34,469 120 911 Surcharge 956,282 1,394,903 438,621 123IRCLHAP/SHIP 1,186,036 1,150,363 (35,673) 124 Metro Plan Org. 1,840,887 776,875 (1,064,012) 126 Multi-Jur.Law Enf 2,750 0 (2,750) /'(, —19 I Miscellaneous Funds Cont'd Other Debt/Capital Funds Fund 16/17 Budget 17/18 Proposed Difference 127 Native Uplands Acq. $105,000 $65,000 ($40,000) Reserve Fund 128 Beach Restoration 3,117,842 3,655,846 538,004 129 NSP Program 62,343 0 (62,343) 133 FL Boating Impr. Prog 360,704 352,100 (8,604) 134 Library Bequest Fund 2,830 0 (2,830) 135 Disabled Access Programs 20,000 20,000 0 136 Intergovernmental Grants 798,578 641,039 (157,539) 137 Traffic Education Program 61,350 57,000 (4,350) 140 Court Facility Surcharge 376,561 156,000 (220,561) 141 Additional Court Costs 122,876 132,461 9,585 142 Court Technology Fund 371,959 315,500 (56,459) 145 Land Acq. Series 2006 65,000 45,000 (20,000) I Win, Other Debt/Capital Funds pages 71-74 Fund 16/17 Budget 17/18 Proposed Difference 204 Dodger Bonds $1,048,166 $1,062,812 $14,646 308 Dodgertown Capital 250,000 250,000 0 Reserve Fund 315 Optional One -Cent 45,323,121 32,607,236 (12,715,885) Sales Tax /6-20 I6 - 21 Solid Waste Disposal District page 39 Sheriff Requested Department 2016/2017 17/18 Proposed Inc. page 29 217 Landfill $7,591,686 $9,513,247 $1,921,561 Requested Inc. Percentage 255 Recycling 6,764,097 6,928,255 164,158 General Fund Subtotal Expenses $14,355,783 $16,441,502 $2,085,719 Less Capital Outlay (2,600) (2,402,424) (2,399,824) Total Expenses $14,353,183 $14,039,078 ($314,105) Total Sheriff $46,199,000 Residential E.R.U. $102.61 $109.10 $6.49 Commercial W.G.U. $35.55 $37.67 $2.12 Readiness -to -use Fee $20.49 $21.59 $1.10 I6 - 21 Sheriff Requested page 29 2016/17 Requested Inc. Percentage Description Budget 2017/18 Budget (Dec.) Change General Fund $45,345,601 $50,630,010 $5,284,409 11.7% Optional Sales Tax 643,034 0 (643,034) (100.0)% 911 Surcharge 210,365 212,357 1,992 0.9% Total Sheriff $46,199,000 $50,842,367 $4,643,367 10.1% I6 - 21 16-22 Description Aggregate Millage Rolled back 16/17 Rate Rolled back 17/18 Proposed Difference Aggregate Millage 5.8349 5.5200 5.9556 0.4356 decrease of $18,766,301 (5.4)% 16-22 Proposed Budget Total Proposed Budget for 2017/18 is $327,646,370 a decrease of $18,766,301 (5.4)% General Fund Proposed millage is 3.4259, 7.9% above rolled back. The proposed budget is $85,572,835. Municipal Service Taxing Unit Proposed millage is 1.0733, 5.5% above rolled back. The proposed budget is $30,713,214. Transportation Fund The proposed budget is $15,588,761. 16-22 /6-23 Consider any proposed changes to tentative Emergency Services District Proposed millage is 2.3655, 8.9% above rolled back. The proposed budget is $37,491,634. Environmental Land Acquisition 2004 Referendum Proposed millage is 0.2955, (rolled back rate does not apply). The proposed budget is $4,589,350. /6-23 Consider any proposed changes to tentative budget. Make a motion to adopt the proposed millage rates. /6-23 16-24 r. .s. Preliminary Budget Hearing Sept. 13, 2017 @ 5:01 p.m. ,... BCC Chambers Final Budget Hearing Sept. 20, 2017 @ 5:01 p.m. ti s BCC Chambers �luo: 7 16-24 • HISTORICAL MILEAGE RATES BY FUND 17 • 4 3.7 d 3.4 o� 3.1 2.8 2.5 ph Opo 0'1 S§1SP NO 1� 0 NIb NN NID NrO ,N1 NOO �O �O v v v IO lip IO 1�1 IO IO IO If, IO Historical Millage Rates. By Fund General Fund Millage History Fiscal Year •111 j 111 111 • �J � i � E � f .i 1 111 ti [ 1 111 Lim General Fund Year Millage 2005 3.6233 2006 3.5204 2007 3.1914 2008 3.0202 2009 3.0689 2010 3.0892 2011 3.0892 2012 3.0892 2013 3.0892 2014 3.2620 2015 3.3375 2016 3.3602 2017 3.3602 2018 3.4259 MSTU Fund Year Millage 2005 1.5330 2006 1.3969 2007 1.1336 2008 1.0835 2009 1.0804 2010 1.0774 2011 1.0733 2012 1.0733 2013 1.0733 2014 1.0733 2015 1.0733 2016 1.0733 2017 1.0733 2018 1.0733 19 Historical Millage Rates By Fund Emergency Services District Millage History 2.4 2.2 2.0 1.8 1.6 1.4 1.2 1.0 �o430 fopo�ooopyopyopyopyo Fiscal Year ESD Fund Year Millage 2005 1.9836 2006 1.9911 2007 1.7639 2008 1.7201 2009 1.7148 2010 1.7148 2011 1.7148 2012 1.7148 2013 1.7148 2014 1.9799 2015 1.9799 2016 2.2551 2017 2.3010 2018 2.3655 .7 • 20 • FUND SUMMARY AND MILEAGE • • 21 4 Proposed Budget Comparison by Fund Fiscal Year 2016/17 and 2017/18 Fund Number and Description FY 2016/17 Budget @ 3/31/17 FY 2017/18 Department Requests FY 2017/18 Proposed Budget Increase (Decrease) % Increase (Decrease) Ad Valorem TaxingFunds: 001 General Fund $84,724,350 $89,496,582 $85,572,835 $848,485 1.00 % 004 Municipal Service Taxing Unit Fund 30,420,359 30,972,315 30,713,214 292,855 0.96% ill' Transportation Fund 15,308,775 17,924,186 15,588,761 279,986 1.83% 114 Emergency Services District 37,423,338 38,043,127 37,491,634 68,296 0.18% 245 2004 Land Acquisition Bonds 4,546,547 4,589,350 4,589,350 42,803 0.94% Total -Ad Valorem Taxing Funds: $172,423,369 $181,025,560 $173,955,794 $1,532,425 0.89% So/id Wasfe.D1s osa/ District: 411 Solid Waste Disposal District $14,353,183 $14,038,889 $14,039,078 ($314,105) (2'.19)% S,066 Revenue -Funds:.. 102 New Traffic Improvement Fees 7,831,283 7,902,000 7,402,000 (429,283) (5.48)% 103 Additional Impact Fees 2,946,818 1,611,440 1,611,906 (1,334,912) (45.30)% 108 Section 8/Rental Assistance 2,687,912 2,343,349 2,346,408 (341,504) (12.71)% 109 Secondary Road Construction 12,511,676 16,312,760 6,303,999 (6,207,677) (49.62)% 112 Special Law Enforcement 80,822 0 0 (80,822) (100.00)% 117 Tree Ordinance Fines 150,000 50,000 50,000 (100,000) (66.67)% 119 Tourist Development Fund 868,200 932,043 902,669 34,469 3.97% 120 911 Surcharge 956,282 1,390,243 1,394,903 438,621 45.87% IRCLHAP/SHIP 1,186,036 1,171,691 1,150,363 (35,673) (3.01)% Metro Plan Organization 1,840,887 758,172 776,875 (1,064,012) (57.80)% Multi -jurisdiction Law Enforcement 2,750 0 0 (2,750) (100.00)% (127 Native Uplands Acquisition 105,000 65,000 65,000 (40,000) (38.10)% Beach Restoration 3,117,842 3,651,734 3,655,846 538,004 17.26% Neighborhood Stabilization Plan 62,343 0 0 (62,343) (100.00)% Florida Boating Improvement Prog. 360,704 352,100 352,100 (8,604) (2.39)% 134 Library Bequest Fund 2,830 0 0 (2,830) (100.00)% 135 Disabled Access Programs 20,000 20,000 20,000 0 0.00% 136 Intergovernmental Grants 798,578 641,039 641,039 (157,539) (19.73)% 137 Traffic Education Program 61,350 48,000 57,000 (4,350) (7.09)% 140 Court Facility Surcharge Fund 376,561 153,426 156,000 (220,561) (58.57)% 141 Additional Court Costs 122,876 132,461 132,461 9,585 7.80% 142 Court Technology Fund 371,959 527,686 315,500 (56,459) (15.18)% 145 Land Acquisition Series 2006 65,000 65,000 45,000 (20,000) (30.77)% 171 E. Gifford Stormwater M.S.B.U. 19,940 19,940 19,943 3 0.02% 179 Oceanside Streetlighting 2,281 2,281 2,281 0 0.00% 179 Oceanside Street Paving 14,474 141474 14,477 3 0.02% 180 Oslo Park Streetlighting 40,427 40,427 40,427 0 0.00% 181 Gifford Streetlighting 127,494 127,494 127,551 57 0.04% 182 Laurelwood Streetlighting 8,671 8,671 8,667 (4) (0.05)% 183 Rockridge Streetlighting 3,635 3,635 3,645 10 0.28% • 23 (1 (1 (1 (1 Proposed Budget Comparison by Fund Fiscal Year 2016/17 and 2017/18 (94,445) (5.30)% Total - Internal Service Funds: $28,141,689 $28,389,283 $26,996,960 ($1,144,729) (4.07)% Total - All Funds: $346,412,671'1 $340,409,391 $327,646,370 ($18.766.301) /S 49►0" (1) Enterprise and Internal Service funds are net of capital in accordance with Generally Accepted Accounting Principles (GAAP). 24 • FY 2016/17 FY 2017/18 Fund Number and Description Budget @ Department FY 2017/18 Increase % Increase 3/31/17 Requests Proposed Budget (Decrease) (Decrease) Spec, Revenue Funds continue 184 Vero Highlands Streetlighting $87,818 $87,818 $87,881 $63. 0.07% 186 Porpoise Point Streetlighting 613 613 613 0 187 Single Streetlights 2,400 2,400 2,400 0 0.00 0.00% 188 Laurel Court Streetlighting 1,235 1,235 1,236 1 0.08 189 Tierra Linda Streetlighting 2,882 2,882 2,884 2 0.07% 190 Vero Shores Streetlighting6,208 6,208 6,194 (14) (0.23)% 191 Ixora/Eastview Streetlighting 7,095 7,095 7,101 6 0.08% 192 Royal Poinciana Streetlighting 15,643 15,643 15,654 11 0.07% 193 Roseland Streetlighting 1,837 1,837 1,837 0 0.00% 194 Whispering Pines Streetlighting 1,703 1,703 1,703 0 0.00% 195 Moorings Streetlighting 18,902 18,902 18,785 (117) (0.62)% 196 Walker's Glen Streetlighting 2,084 2,084 2,084 0 0.00% 197 Glendale Lakes Streetlighting 3,925 3,925 3,928 3 0.08% 198 Floralton Beach Streetlighting 2,571 2,571 2,571 0 0.00% 199 West Wabasso Streetlighting7,494 7,494 7,513 19 0.25% 185 Vero Lake Estates M.S.B.U. 475,637 475,637 931,617 455,980 -95.87% Total - Special Revenue Funds: $37,382,678 $38,983,113 $28,690,061 ($8,692,617) (23.25)% Other DehfS' ervice funds:.: 204 1 Dodger Bonds $1,048,166 $1,062,812 $1,062,812 $14,64611.40 Ca tal hro ect Funds. 308 Dodgertown Capital Reserve Fund $250,000 $250,000 $250,000 $0 0.00% l 315 Optional One Cent Sales Tax 45,323,121 26,557,293 32,607,236 (12,715,885) (28.06)% Total - Capital Project Funds: $45,573,121 $26,807,293 $32,857,236 ($12,715,885) (27.90) % Ente rise Funds: 418 Golf Course $2,815,861 $2,871,779 $2,892,007 $76,146 2.70% 441 County Building Department 3,570,420 3,819,274 3,853,306 282,886 7.92% 471 Utilities 39,741,409 42,048,613 41,936,341 2,194,932 5.52% 472 Utilities -Impact Fee 1,362,775 1,362,775 1,362,775 0 0.00% Total - Enterprise Funds: $47,490,465 $50,102,441 $50,044,429 $2,553,964 5.38% Internal Service:Funds: 501 Fleet Management $3,555,869 $3,628,222 $3,573,592 $17,723 0.50 502 Self -Insurance 4,649,818 4,764,086 4,765,018 115,200 2.48 504 Employee Health Insurance 18,153,528 18,156,414 16,970,321 (1,183,207) (6.52)% (94,445) (5.30)% Total - Internal Service Funds: $28,141,689 $28,389,283 $26,996,960 ($1,144,729) (4.07)% Total - All Funds: $346,412,671'1 $340,409,391 $327,646,370 ($18.766.301) /S 49►0" (1) Enterprise and Internal Service funds are net of capital in accordance with Generally Accepted Accounting Principles (GAAP). 24 • C7 • INDIAN RIVER COUNTY 2017/2018 TAXING DISTRICT SUMMARY S etlighting District Ad Valorem Summanf Ad Valorem Taxing Districts 2016/2017 Millage . 2017/2018 Rollback Millage 2017/2018 Proposed Millage % Above or Below Rollback General Fund 3.3602 3.1746 3.4259 7.92% M.S.T.U. 1.0733 1.0174 1.0733 5.49% Emergency Services District 2.3010 2.1722 2.3655 8.90% Aggregate Millage 5.8349 5.5200 1 5.9556 7.89% Ad Valorem Tax - Voted $11.00 $11.00 $0.00 0.00% G.O. Land Acquisition - 2004 0.3143 1 N/A 1 0.2955 N/A S etlighting District Assessments Streetlighting Districts 2016/2017 Per Parcel/ Acre/Lot Charge 2017/2018 Per Parcel/ Acre/Lot Charge Increase Decrease % Increase (Decrease) Gifford $25.00 $25.00 $0.00 0.00% Laurelwood $36.00 $36.00 $0.00 0.00% Rockridge $8.00 $8.00 $0.00 0.00% Vero Highlands $36.00 $36.00 $0.00 0.00% Porpoise Point $11.00 $11.00 $0.00 0.00% Laurel Court $39.00 $39.00 $0.00 0.00% Tierra Linda $29.00 $39.00 $10.00 34.48% Vero Shores $24.00 $24.00 $0.00 0.00% Ixora Park $20.00 $20.00 $0.00 0.00% Royal Poinciana $39.00 $39.00 $0.00 0.00% Roseland $1.00 $1.00 $0.00 0.00% Whispering Pines $16.00 $16.00 $0.00 0.00% Moorings $10.00 $10.00 $0.00 0.00% Walker's Glen $22.00 $22.00 $0.00 0.00% . Glendale Lakes $40.00 $40.00 $0.00 0.00% Floralton Beach $50.00 $50.00 $0.00 0.00% West Wabasso $21.00 $21.00 $0.00 0.00% Oceanside * $57.00 $57.00 $0.00 0.00% Oslo Park* $25.47 $25.47 $0.00 0.00% Other M.S.B.U:s Vero Lake Estates M.S.B.U. $50.00 $50.00 $0.00 0.00% E. Gifford Stormwater M.S.B.U. $10.00 $10.00 $0.00 0.00% Oceanside Street Paving M.S.B.U.* $415.00 $415.00 1 $0.00 1 0.00% *Per lot charge (1) Equivalent Residential Unit Charge $102.61 in 2016/2017 (2) Proposed Equiv. Residential Unit Charge $109.10 in 2017/2018 • 25 Solid Waste Disposal District Proposed Assessment Rates 2016/2017 Waste Generation Unit (t) 2017/2018 Waste Generation Unit (2) Increase (Decrease) % Increase (Decrease) Residential $64.13 $68.19 $4.06 6.33% Commercial $35.55 $37.67 $2.12 5.96% Readiness -to -use Fee 1$20.49 $21.59 $1.10 5.37% (1) Equivalent Residential Unit Charge $102.61 in 2016/2017 (2) Proposed Equiv. Residential Unit Charge $109.10 in 2017/2018 • 25 • AD VALOREM • • 27 GENERAL FUND EXPENSE ESTIMATE FOR 2017/2018 FUND 001 PROPOSED BUDGET AS OF July 7, 2017 BUDGET 2017/2018 COUNTY RECOMMENDED % ACCT. AS OF DEPARTMENT ADMINISTRATOR INCREASE INCREASE # ACCOUNT NAME 3/31/2017 REQUEST RECOMMENDED (DECREASE) (DECREASE) BOARD OF COUNTY COMMISSIONERS CONSTITUTIONAL OFFICERS 300 CLERK OF CIRCUIT COURT $988,668 $1,032,814 $1,032,814 $44,146 4.5% 400 TAX COLLECTOR • 1,465,104 1,465,104 1,465,104 0 0.0% 500 PROPERTY APPRAISER 2,812,132 2,812 132 992,797 180,665 6.4% 600 SHERIFF 44,445,601 49,730,010 46,420,667 1,975,066 4.4% 700 SUPERVISOR OF ELECTIONS 1,282,257 1,323 254 1,320,772 38,515 3.0% 114 VALUE ADJUSTMENT BOARD 66,950 66,950 60,000 (6,950) (10 4)% 600 SHERIFF - ELECTRIC 900,000 900,000 900,000 0 0.0% SUB -TOTAL $51,960,712 $57,330,264 $54,192,154 $2,231,442 4.3% STATE AGENCIES • ECONOMIC DEVELOPMENT 110 ECONOMIC DEVELOPMENT DIVISION $171,465 $185,054 $185,054 $13,589 7.9% SUB -TOTAL $171,465 $185,054 $185,054 $13,589 7.9% 29 GENERAL FUND EXPENSE ESTIMATE FOR 2017/2018 FUND 001 PROPOSED BUDGET AS OF July 7, 2017 COMMUNITY REVEVELOPMENT AGENCIES IJ/ 137 BUDGET 2017/2018 COUNTY $179,916 5,511 % ACCT. AS OF DEPARTMENT ADMINISTRATOR INCREASE INCREAS # ACCOUNT NAME 3/31/2017 REQUEST RECOMMENDED (DECREASE) (DECREASE CHILDREN'S SERVICES 2.1 % 110 211 PALM BEACH/TREASURE COAST, INC. 10,000 10,500 128 CHILDREN'S SERVICES $1,051,965 $1,607,965 $1,607,965 $556,000 52.9% SUB -TOTAL $1,051,965 $1,607,965 $1,607,965 $556,000 52.9% COMMUNITY REVEVELOPMENT AGENCIES IJ/ 137 atc/aa I IAN KtUtVtLUYMtN I UIS I KK:1 FELLSMERE CRA $160610 3,062 $160,610 3,062 $179,916 5,511 $19,306 2,449 12.0% 80.0% SUB -TOTAL NON-PROFIT ORGANIZATIONS 110 MENTAL HEALTH WALK-IN CLINIC $163,672 $22,500 $163,672 $25,000 $185,427 $22,962 $21,755 $462 13.3% 2.1 % 110 UNITED AGAINST POVERTY (FKA-HARVEST FOOD) 10,000 30,000 10,205 205 2.1 % 110 211 PALM BEACH/TREASURE COAST, INC. 10,000 10,500 10,205 205 2.1 % 110 FOR THE LOVE OF PAWS {- 0 11,110 0 0 N/A SUB -TOTAL QUASI -NON-PROFIT ORGANIZATIONS 110 COMM. TRANSPORTATION COORDINATOR(SRA) $42,500 $800,000 $76,610 $1,362,908 $43,372 $1,000,000 $872 $200,000 2.1% 25.0% 110 CTC -SRA -SENIOR SERVICES $0 $123,000 $123,000 123,000 N/A 110 COMM TRANSPORTATION COORD.GRANTS (SRA) 2,431,127 0 0 (2,431,127) (100.0)% 110 GIFFORD YOUTH CENTER 93,600 96,500 95,519 1,919 2.1 % 110 PROGRESSIVE CIVIC LEAGUE OF GIFFORD 12,185 12,185 12,185 0 0.0% 110 HUMANE SOCIETY OF VERO BEACH, FL 395,547 425,000 395,547 0 0.0% 110 TREASURE COAST HOMELESS SERVICES COUNCIL 15,270 15,270 15,270 0 0.0% SUB -TOTAL $3,747,729 $2,034,863 $1641521 ($2,106208) (562)% 199 SUB -TOTAL EXPENSES RESERVE FOR CONTINGENCY $76,992,895 $293,578 $81,836,054 $1,038,666 $77,821,702 $825,609 $828,807 532,031 1.1 % 181.20/( 102 LEGAL COSTS - ALL ABOARD FLORIDA 816,015 0 0 (816,015) (100 0)° 199 TRANSFER OUT -TRANSPORTATION 4,731,868 4,731,868 4 960 714 228,846 4.8 °o 199 TRANSFER OUT - BEACH RESTORATION 117,554 117,554 190,499 72,945 62.1 % 199 TRANSFER OUT -EMPLOYEE HEALTH 39,496 39,496 41,367 1,871 4.7% 199 CASH FORWARD -SEPTEMBER 30 1,732,944 1732 944 1,732,944 0 0.0% SUB -TOTAL $7,731,455 $7,660,528 $7,751,133 $19,678 0.3% TOTAL EXPENSES $84,724,350 $89,496,582 $85,572,835 $848,485 1.0% 2017/18 PROPOSED MILLAGE 3.4259 2013/14 MILLAGE 3.2620 2016/17 MILLAGE 3.3602 2012/13 MILLAGE 3.0892 2015/16 MILLAGE 3.3602 2011/12 MILLAGE 3.0892 2014/15 MILLAGE 3.3375 2010/11 MILLAGE 3.0892 • 30 GENERAL FUND REVENUE ESTIMATE FOR 2017/2018 FUND 001 PROPOSED BUDGET AS OF July 7, 2017 BUDGET 2017/2018 COUNTY % ACCT. AS OF DEPARTMENT ADMINISTRATOR INCREASE INCREASE # ACCOUNT NAME 3/31/2017 REQUEST RECOMMENDED DECREASE DECREASE 311-010 CURRENT AD VALOREM TAX _ -_---.. . $5_1,015,979 $53,056,618 $55,848,138 $4,832,159 9.5 311-020 3303_. _ DELINQUENT AD VALOREM TAX „ . _ ._ _-y 3344--0003--- - 40,000 20,000 20,000 _ .. _- .. 311_030 INTEREST TAX ROLL _ 2,500 5,000 5,0002,500 100.0_% 331-231 - -- - EMERGENCY MGNT PERFORMANCE GRANT 0000 - ---- 77,343 0 0 (77,343) (100_0)% 331-410 14 0 SSOC FTA SEC 5307 -SR RESOURCE ASSOC,-,.--..- 0C ASSOC._____-_.__.-------....----- 612,580 0 - _ 0 _ (612,580L 331 423 SECTION SECTION 5311 GRANT 3440-_- 66,583 0 0 - 566,583) 331 424 - ------- SECTION 5339 GRANT - - - _ - 380,624 --- 0 3434__. 3400-3000_- 0 0343_ `380,624 5100 0)-% 333-200 FED PAY -NOT TAXES _WILDLIFE _ --003303 35,000 35,000 35,000 0 0.0% _334_232._ EMPABASEGRANT 3430 - -- _- - -- 123,557 -_91,03589,0854,472)_ - __- _ _- _. 334,710 STATE LIBRARY AID GENERAL 98,101 95,000- -- 95,000 - - 3,101 3.2 ( ) 335-120 STATE REVENUE SHARE1,047,375 1,071,000 1,071,000 _(..-�_ -- 23,625 - - .. 2.3% 335-130 ----0000----3333--_ INS. AGT. COUNTY LICENSE 37,000 42,000 40,000 8.1 % 335-150 0000 ALCOHOLIC BEV. LICENSES - -- 60,000 60,000 _ _ 60,000 - _ - -3_000 0 - 0.0 335-160 -PARI MUTUEL REPLACEMENT - 0000- 0444- 0444. 446,500 446,500 _.._.._..-_.-4334.. 446,500 - 0 _ _ 0.0% 335-160 - - ---0000- HALF CENT SALES TAX - ._..,.......0000-- 2,827,125 2,921,607 _- 2,921,607 -- --- 4034. - --- 94,482 -- - 3.3 335-610 EM HEALTH FAC PLAN REV 500 600 600 100 20.0 341-520 _0000-- SHERIFF 635,630 635,630 635,630 0 0.0% 341-550 0444 SUPERFVISOR OF ELECTIONS ..___.._..___._------.-____.._.....---- ..3 500 500 500 0 0.0 342-300 ....... SHERIFF -PRISONER REVENUE 0000-- - 4344._ _..........3444... _..._..... 0-....__..._..-. 50,000 0000 _-._...._..._...._.---- - 50,000 35,000 _.- 0044. .........._.---------.-.-...___.... -...__.._... (15,000) _-- (30.0)% 347-290 4433_.- _ 3444_ H OTHER PARK & REC. FEES _ 50,000 50,000 52,000 --- 4 444. 2_000 .._.. .. 0344_ 3444 4.0% 347-291 ____...- EQUIPMENT RENTALS 6 000 6,000 6,000 0 - 0_.0 347-294 RENTALS -BUILDINGS __ 3000 -140,081 _ 162,255 22,174 158% 348-923 _ 3444- LAW LIBRARY 0033. _. -3333... _ 4334 3344 _ _ _ _ 3443 4444__ 27,500 ,740,09. 27,500 _ __ 27,500 - __. _..__o........._. .--'0.0 348-939 .._......__._._.__..__-00 .. COUNTY CIVIL COURT FACILITY 00----___....--__...-----___._.....------...__......._.__...._----•-•----- _ _.. __.._. 48,000 48,000 48,000 --....... 0 _._ . -- 0.0 349-002 -- -- VALUE ADJUSTMENT BOARD FEES 16,500 16,500 16,500 0 0.0% 351-010 .,__._-_.._.--_3334---•---0000--_._...._._.... COURT FINE 2,000 :.-__.....----__._------_..__..._._....__._.-_ _ 2,000 2,000 0 0.0% 351-011 ADDITIONAL COURT COSTS 300 300 300.1-1- 6 0.0 351-012 -----_-0333-_ DOMESTIC VIOLENCE -----------------_-_.-__._.,....._.__......_..._._____..---._._._.._--_--0000---3300-- 8,500 .-__ 8,500 __ _ 3303,433. 8,500 __._....__...-44400000-0000-- 0 0.0 % 351-700 - RADIO COMMUNICATION (F.S. 318.21(10)) -;- ----- - •0000_._..__. 120,000 -.-30,000 - 110,000_ .............__..__.._._. - �- 110,000 __.._....._.-..__._,_ (10,000) 3304 �.3)% 352-010 ---0000--_-AIN FINES -MA IN LIBRARY - 3303 0 27,50- 27,500 - - - - (8_3)% 352-011 - FINES -NORTH COUNTY LIBRARY 20,000 16,000 16,000 _(2^500)- - 4,0000-2L- - - 2 352-012 ._..._-.-_-----___._.----_---_._---...---___._.__.__._,._..-...._..---_.__._..-._-43400030_. GIFFORD YAC LIBRARY FINES -MENTAL 2540 40 15 60.0% 354-002 354.0._.._.. ENVIRON FINES _ - --.._._............_......- -- ._.._......_.. 44304344... 1,000 1,000 1,000 0 0.0% _ 354;004 _ANIMAL _ CONTROL FINES --- --- 14,000 ... -- - ................._.,_.. 14,000 - 4444_ -- 354-005 ------- 354-009_ ANIMAL CONTROL TRAINING FINES COUNTY PARKING VIOLATIONS _ _ 500 - 200 500 _ 200 3333__ _15,000_ - - 200 _ 250 _ 0000 --.._..._.._..... 0 50.0 0000. 0.0 54-011 --- ANIMAL IMPOUNDMENT FEES _........,. --.-- 8,000 8.000 8 000 0.----...---b _ 0 0 354-012 _.__..._.__._.- v- ANIMAL REDEMPTION PENALTY_______ - - - - �- 6,000 -- - - 6,000 ..............__...__.. ---------0000 6,000 -- 4004, 0 -_ - 0.0% 354-016 _..----------- ANIMAL BOARDING FEES ---- -------•---_-..__._-......._.-...--------..__,.__.__._.,------0004_ 6,000 .____.__._.____..--------._.__.____ 6,000 6,000 443 033 43-43 0 354-019 RABIES PERMITS 1,000 1,200 1,200 200 20.0 0. _ 367_010 ANIMAL LICENSES --•-------------.__..._..__...___.._.._._._... _ _ 110,000 • -�_ � 110,000 � _ � 110,000 0440--o _-- 0 - 0.0-% 361-100 INTEREST INCOME 3 ..... -4433,4. _-........___0000 110,000 _ - 125,000_. -_•_.-___._ 140,000 _ 30,000 27.3% 361-133 INTEREST SHERI FF_ - - 100 0000-. 150 344 --- 200 3403_ 3443._ 4000-----0003-_ 100 100.0 362-010 RENTS AND ROYALTIES 3404 00000434.. 43,195 ... 43,195 _ 22,195 521,000) i48.o 362-011 _------------------------------__._._._.----..._._..___. RADIO TOWER RENTS -- 00 180,000 180,000 180,000 - - 0 0.0 % 362_013 SRA TRANSIT ADVERTISING SHARE35,000 35,000 _ 25,000- _ - (10,000) _ - (28.6)%0 364-041 SURPLUS SALES -FURNITURE & EQUIPMENT 7,500 7,500 10,000 2,500 33.3 366-041 ----6.090 FPL DISASTER PREPAREDNESS -•______.--- 3443_ 4434. 119,043 3300-- 119,043 _ - 119,043 _ 3333 _ - 0 _ 0.0 366-090 OTHER CONTRIBUTIONSlDONATIONS - 500 - - _ 0 3333 3433-2,500 .........._..-.__._------------- 0 - LL2,500 _ -- ------- 369-092 _ - _- 43440000 BUILDING DEMOLITION LIENS- - - 2500- _ -' 0_._ 0.0% 366-095 - -3333.. DONATIONS -MAIN LIBRARY 0043_ _- 0343_- _. _ - 0443 _ 25,000 - -- - 0 .. _ 3434. 0 3034 0000. (25,000) (100% 366-100 DONATIONS -N COUNTY LIBRARY BOOKS 6y500 3343 �_._ _ ......_ ... ___ �_._. 3000-- _ (6,500) (100.0)% 369-900 OTHER MISC. REVENUE 35,051 35,051 35,051 4434.. 3444_ „ 0.0 369-921 NON-RESIDENT FEES -MAIN LIBRARY -- 00.- 1,000 1,000 1,000 _ _0 _ -- 0 - 0.0 "% 369-922 LOST CARD FEES -MAIN LIBRARY _._._.-..__...___._-..--.._._.-_..._.__.._ 800 800 800 0 _-_ 0.0 -9 4 34003303-- N -RES. FEES -NORTH COUNTY LIBRARY 2,000 2,000 2,000 369-930REFUND-PRIOR - 0004 3343. YEAR EXPENSE 1,500 1,500 .._.___.._-...._......._-.-_.---..__..___.0333.. 1,500_ 0 0.0% 369_934 BRACKETT LIBRARY -PUBLIC COPY FEES 3,300 3,300 - _ 3,300 - - - 0 -- 0.0 369-936 _ _-__-33,43.0030 LIBRARY FINES-BRACKETT ---_--.._.- --000000000334.._ 4,500 4,500 - ._...---3444..0000 4,500 ._.0000- -0040-. 369_939 MISC. REVENUE-BRACKETT LIBRARY --___ 200 _ - 200 __....._._,.__._ 200 - _369-940 REIMBURSEMENTS -- 75,000 75,000 ---- 75,000 0 0.0% 369-941 -- --- _ MISC. REVENUE -MAIN LIBRARY000 --- - --- 0000- 6,000 .___._.-....-------•----._._.._..-------4430_....._ 6,000 6, 0 .................-_ 0.0 % 369-942 MISC. REVENUE -NORTH COUNTY LIBRARY _.�._........._..._.-----0400-- 10000 -- 44430334.. 10,000 - - - - 10,000 - - _ _ - 0 0000 0004. 0.0 369-944 3034 ---. GIFFORD COMMUNITY CENTER -R&R -- - - 4,300 - 4,300 4,300 0 c 0.0 /o 369-950 0000 4430 INTERDEPARTMENTAL REIMBURSEMENTS .-- - - 3,942,327 --- _ 3434. 4,023,962 4444 - 4,023,962 81,635 --- 21 2_.1 %o ._ __951 INTERDEPARTMENTAL CHARGES298,286 -----0004.. --- - --- ....._..-.,.._.__..�_----0000-- ---..__...___, 298,286 298,286 .. ---- 0 _ - 0.0% 369-960 FAIRGROUND FEES_ _ _ _......_-.__....___.... --18,217,465_ 110,000 _ 110,000 _ ._. _ 0000 0004._ - _.. 0 _ . 3444 - 0.0 381-020 --.--_..._--- TRANSFERS/M.S.T.U./LAW ENFORCEMENT _ ..0000-- - -- 18,217,465 -------_...----.-4000------ _110,000 _ 389-030_ -LESS 5% EST. RECEIPTS (3,100,867) (3,210,905) (3,350,13 249,265 8.0% 309-040 CASH FORWARD -FUND ALL ABOARD FLORIDA.__ Y _ 816,015 0 0 - - 389-040 CASH FORWARD - CHILDRENS_SERV_ICES -- - - - " _- - 0 _ - -- 0 - _- 250,000 - -816.0 250,000 N/A 89-040 CASH FORWARD OCTOBER I 5,595,632 _ _ _ _ - 4,048,208 - 3,609,845 _ -1,985 787 - -35.5 % TOTAL REVENUES $84,724,350 $83,272,866 $85,572,835 $848,485 1.0% 2017/18 PROPOSED MILLAGE 3.4259 2013/14 MILLAGE 3.2620 2016/17 _0161__... __._._. MILEAGE 3.3602 -,._.-- 2012/13 MILEAGE 3.0892 2015/16 . MILLAGE 4403 4444. _ 3.3602 3430-0444-___0440_ ��� 2011/12 MILEAGE 3.0892 2014/15 • MILLAGE 3.3375 2010/11 MILLAGE 3.0892 31 MUNICIPAL SERVICE FUND EXPENSE ESTIMATE FOR 2017/2018 PROPOSED BUDGET AS OF July 7, 2017 BUDGET ACCT. AS OF # ACCOUNT NAME 3/31/2017 FUND 004 1 2017/2018 DEPARTMENT REQUEST COUNTY ADMINISTRATOR RECOMMENDED INCREASE (DECREASE) % INCREASE (DECREASE) 102 COUNTY ATTORNEY - FMPA LITIGATION $69,789 $0 $0 $448,136 $449,362 104 NORTH COUNTY AQUATIC CENTER -- 836,537 947,264 824,130 5,024,561 --- 5,267,562 105 GIFFORD AQUATIC CENTER - 406,924 524.453 405,865- -18,217,465 - _310,715 16,060,480 -- 108 RECREATION 9_1_7 295 897,535 897,535 200 309,041 115 _. INTERGENERATIONAL FACILITY --------- __----... 405,252 492 ,545 463,431 58,179 14.4% 116 OCEAN RESCUE __.. 840,031 _. 889,818 863,001 22,970 _...--_o. 2.7% 161 SHOOTING RANGE _. 752,631 724,427 632,427 6,500 2,500 204 PLANNING AND DEVELOPMENT _ _---__ _ _ 244,417 __ -------- 242,272 . _----.-.._ 242,072 _.._.,. ._ - 2,34§)L-- _--_____L__ 31,000 205 .... ___-..----- COUNTY PLANNING ---------------------.-.._._..__...._...- 1,000 1,041,567 1,087,051 _._, 147,351 ...._(L0)% 15.7% 207 CODE ENFORCEMENT ---- -939,700 474,003 - 487,389 _._..__`---....__._..-.. 487,389 ._.---.-__--_..-- 13,386 15.6% 210 PARKS 165,061163,504 - 163,204 - (1,857) 1,500 214 ROADS AND BRIDGES _ 15,000 - _ 0% -- -201,983 - .-._. _ _ -- . - - 0 234 TELECOMMUNICATIONS 197,474 201.983 4.509 2-3% MUNICIPAL SERVICE FUND REVENUE ESTIMATE FOR 2017/2018 FUND 004 PROPOSED BUDGET AS OF July 7, 2017 ACCT BUDGET AS OF # ACCOUNT NAME 3/2 311-010 CURRENT AD VALOREM TAX ; 311-020 DELINQUENT AD VAL. TAX 311-030 INTEREST TAX ROLL 315-100 COMMUNICATIONS SERVICES TAX 316-000 LOCAL BUSINESS TAX 322-010 PLANNING FEES -COUNTY 323-100 FRANCHISE FEE-ELEC 323-300 FRANCHISE FEE -H2O 323-400 FRANCHISE FEE -NATURAL GAS 329-020- 335-120 2017/2018 COUNTY % DEPARTMENT ADMINISTRATOR INCREASE INCREASE REQUEST RECOMMENDED (DECREASE) /DECREASE 5,000 SUB -TOTAL EXPENSES $6,344,114 $6,692,757 $6,348,088 $3,974 0.1 % 199 GENERAL AND ADMIN. EXPENSE $436,034 $448,136 $449,362 13,328 3.1 % 199 TRANSFER OUT - T_RA_N_SPOR_TA_TIO_N 5,024,561 5,024,561 --- 5,267,562 - 243,001 4.6% 199 TRANSFER OUT - G.F./LAW ENFORCEMENT - - - _ 16,217,465W" _ -18,217,465 - _310,715 16,060,480 -- (156,985) _ 232 - 199 RESERVE FOR CONTINGENCY-- - --' _..._..... _.. 119,504- 200 309,041 189,537 158.6% 199 . CASH FORWARD -SEPTEMBER 30 ` ._._._.... ----- 278,681 _.._._....__._ 278,681 278,681 0_____._------- -o.-o 125,000 TOTAL EXPENSES $30,420,359 $30,972,315 $30,713,214 $292,855 1.0% MUNICIPAL SERVICE FUND REVENUE ESTIMATE FOR 2017/2018 FUND 004 PROPOSED BUDGET AS OF July 7, 2017 ACCT BUDGET AS OF # ACCOUNT NAME 3/2 311-010 CURRENT AD VALOREM TAX ; 311-020 DELINQUENT AD VAL. TAX 311-030 INTEREST TAX ROLL 315-100 COMMUNICATIONS SERVICES TAX 316-000 LOCAL BUSINESS TAX 322-010 PLANNING FEES -COUNTY 323-100 FRANCHISE FEE-ELEC 323-300 FRANCHISE FEE -H2O 323-400 FRANCHISE FEE -NATURAL GAS 329-020- 335-120 2017/2018 COUNTY % DEPARTMENT ADMINISTRATOR INCREASE INCREASE REQUEST RECOMMENDED (DECREASE) /DECREASE 5,000 5,000 000Z '0001.- ._____._.__.-... 400 400 - 500 117__.____...___. 1,110,000 1,000,000 - (200,000) - 170,000 175,000 5,000 200,000 230,000 - 30,000 6,800,000 6,800,000 (350,00 1,700,000 1,700 000 76,000 70,000 70,000 X17 500) _.., 405,000 410,000 5,000 3_29,000 51,37 107,500 - _._..--.-_--- 353,393 205,51 a4i-zU1 347-202 .. UII-hUKU UAILT YUUL 1-tt5 GIFFORD POOL PASSPORTS -----_-....__.---_. __...--W..__.__.-. -- 15,000 2,000 - 15,000 -_ - 2,500 ---- 18,000 3,000 347-203 GIFFORD POOL CONCESSIONS 6,500 1,000 -�_ - 1,000- 347_-204_ - GIFFORD POOL RENTALS - - " 8,000 ----- _ 10,000 - 11,000 847-207 N. COUNTY YOUTH ATHLETICS 6,000 6,000- - - ' 6,000 347-208 ....._.__.__.-.---- N. COUNTY ADULT ATHLETICS 12,000 9,000 9,000- 347-212 SUMMER/ HOLIDAY CAMP FEES _ 232 - - - 232 - - 232 - -34_7-215 347-216 347-219 S. COUNTY PARK RENTALS 347-220 GIFFORD POOL -TAX EXEMPT 347-221 -GIFFORD POOL-MISC. FEES 347-222 GIFFORD POOL NON-TAXABLE 347-223 N. COUNTY POOL DAILY FEES - - 347-224 N. COUNTY POOL PASSPORTS - - - 347-225 _ _-- - N. COUNTY POOL CONCESSION_S-.......... ..-__ 347-226 N. COUNTY POOL MISC. FEES - 347-227 N. COUNTY POOL NON -TAXABLE 347-228 N. COUNTY POOL RENTALS 347-23_0 N.C. TAX EXEMPT SPECIAL_ - 347-2 72 N. C -P60 L% SHAREC_ONCE_SSIONS 347-273 _ S. COUNTY PARK % SHARE CONCESSIONS 347-276 N. COUNTY PARK % SHARE CONCESSIONS 7.2% 7,000 10,000 10,000 3,000 42.9% 0 _._ 0 5,000 5,000 50,000 -- _-_ 50,000 ._..___._..._ 25,000 _ _,(5 31,000 __.31,000 -. 25,000 _..__----Aq-'000L---- _._(25000) _- --- 3,000 _- 3,500 - 7,500 4,500 150.0 % 10,000 10,000 - -_ - 10,000 - -- - 0 - - 0.0% 200 - 200 200 0 0.0 --- 12,000 12,000 _-- 12,000 ------- 0.0% - 100,000 - - 110,000 125,000 45,000 - 45,000 - - 47,000 2,000 4.4% 4,000 4,000 6,500 2,500 62.5 0/6 1,000 1,000 1,200 200 20.0% 31,000 32,000 32,000 1,000 3.2 30,000 ....__...-.-_ 30,000 0.0 22,500 -- _._. - 24,000 ..__........ __.30,0000 26,000 3,500 15.6% -- 4,500. _...4,500 -_ ._...__......_.. 4,500 1,500 1,500 1,800 300 20.0% 500 500 500 0 0.0 0j, • MUNICIPAL SERVICE FUND REVENUE ESTIMATE FOR 2017/2018 FUND 004 PROPOSED BUDGET AS OF July 7, 2017 ACCT CCOUNT NAME BUDGET 2017/2018 COUNTY % . AS OF DEPARTMENT ADMINISTRATOR INCREASE INCREASE 3/31/2017 REQUEST RECOMMENDED fDPCRFA.Rr1 lnrr.RF:A.ql FACILITY PROGRAM FEES 141,830 6,000 7,500 2012113 MILLAGE 1.0733 347-282 'i4Y46_6__i------fE INTERGENERATIONAL FACILITY% SHARE CONCESSIONS - -F 0 600 600 _(1_34.330) 600 N/A INCREASE E9_RATFo_kkEjXC CITY ROOM RENTAL 16- -1"'*--' --r - -1___11 . . ......... 60,000 000 --"-,7,-2-,000 _N/A' 1 INTERGENERATIONAL FACILITY GYM RENTAL ROAD AND BRIDGE 30,000 30,000 0 36,000 $3,668 347-303 INTERGENERATIONAL FACILITY EQUIPMENT RENTAL0 PUBLIC WORKS 5,000 6,000 ,000 N/A iWi6�ii4ftRGENERATIONAL FACILITY YOUTH ATHLETICS COUNTY ENGINEERING 40,000 40,000 40,000 _. _._, __jjt2___ 208,274 347-305 INTERGENERATIONAL FACILITY ADULT ATHLETICS 0 5,000 8,000 8,000 N/A 347-307 .. INTERGENERATIONAL FACILITY CONCESSIONS 0 3.000 4,000 4,000 W/ik 347-308 INTERGENERATIONAL FACILITY VENDING CONCESSIONS SUB -TOTAL EXPENSES 300 300 300 N/A 347-309 INTERGENERATIONAL FACILITY ALCOHOL% SHARE 0 50 50 50 N/A 0 INTERGENERATIONAL FACILITY CLEANING CHARGE TRANSFER OUT -OSPREY MARSR--^ _--______-,._ _.__- ._____._ 82,667 ___16,784 ----f,660 -------- 1,000 N/A 347-312 INTERGENERATIONAL FACILITY FITNESS PROGRAMS 0 15,000 18,000 18,000 N/A 13 - INTERGENERATIONAL FACILITY OPEN GYM _RIFLE 0 15,000 17,600 17,500 0 347-5016i RANGE 347-502 PISTOL RANGE -- 110,000 100,000 105,000 0 347-503 SPORTING CLAYS COURSE 194,480 25,000 119,500 (I )% YWC6� _ _g6g D 53, 07 6 66 18,000 _(74,9U0 04a 9�6 3�Y -'-'i4�'i6-6--"-AR-CHE-RY--CO-UR-S-E"'--' ARCHERY 50 1,600 1,600 1,600 0 0.0% 500 100 ---- ------ 8�� 0j AIR GUN 44��C8 JUNIOR 13.000 13,000 15,000 347-510 -- - _i47-513 RANGE RENTAL 13,000 15,000 15,260 2,250 % SKEET 39,000 24,000 40,000 1.000 _17.3 2.6 347-514 TRAPAMOBBLE TRAP, . ........... 54600 13,500 30,000 4 347-515 SHOTGUN RENTALS -------- -- 2,500 1,000 1,500 347-520 AMMUNITION SALES 42,000 40,000 42,000 0 0.0% 347-521 ACCESSORIES SALES 42,000 35,000 (4.8)% 347-522 OTHER ITEMS SALES ____17,000 10,000 0,000 _YgY0 347-525 SHOOTING RANGE CONCESSIONS 2,500 2,600 0 0.0% 347-530 MISC SALES 200 300 300 100 60.0 354-008 CODE ENFORCEMENT FINES145,000 145,000 145,000 0 0.0% 361-100 INTEREST INCOME Aq_,000 �9.000 50,000 10,000 25.0% 366-104 SPONSORSHIPS -RECREATION 1,000 1,000 1,000 0 ----0.0 369-900 OTHER MISC. REVENUE _6 Z06 OTHER MISC. REV. - &Obbt4S Wi69-966 14,500 700 0 5 -Do/. 0.0% .000 ilooL 3.000 PHOTO COMMS 1,500 1,500 1,500 _0,_ 0.0_ ----- ----- 5L1 18) 1.4% 2017/18 PROPOSED MILLAGE 1.0733 2013/14 MILLAGE 1.0733 2016/17 MILEAGE -1.07-33 -20-1'6116 -LLA-(j-E- 2012113 MILLAGE 1.0733 - -------- ACCT. ------- _1_.ff3_3 - 2014/15 MILEAGE 1.0733 2010/11 MILIAGE 1.0733 ----------- TRANSPORTATION FUND EXPENSE ESTIMATE FOR 2017/2018 FUND 111 INCREASE # PROPOSED BUDGET AS OF July 7, 2017 3/31/2017 REQUEST 0. 33 BUDGET 2017/2018 COUNTY % ACCT. As OF DEPARTMENT ADMINISTRATOR INCREASE INCREASE # ACCOUNT NAME 3/31/2017 REQUEST RECOMMENDED (DECREASE) (DECREASE) 214 ROAD AND BRIDGE $7,644,757 $8,970,587_. $7,648,j25______ $3,668 0.0% 3 PUBLIC WORKS 89,35!!___,_ 9.35� 40 -i 4. 244 COUNTY ENGINEERING 2,163,471 _____�10 _ __I_ _ _ __ 2,371,745 _. _._, __jjt2___ 208,274 9.6% 245 TRAFFIC ENGINEERING _Sfb'WWATER 95,400 ___?,388,245___.__ 01,791 628,366 67.034) 0-) 281 862,543 1,557,764 733,278 (129,265) (15.0)% SUB -TOTAL EXPENSES $13,755,525 $16,027,745 13,713,108 ($42,417) (0.3)% 199 GENERAL ADMIN. EXPENSE $853,799 $874,325 $863,713 $9,914 1.2% 199 TRANSFER OUT -OSPREY MARSR--^ _--______-,._ _.__- ._____._ 82,667 ___16,784 82,667 85,616 2,949 3.6_'/._ 199 RESERVE FOR CONTINGENCY-- 339,449 326,324 309,540 -1844.3% 199 CASH FORWARD SEPTEMBER 30 600,000 600,000 600,000 0 0.0% 0. 33 TRANSPORTATION FUND REVENUE ESTIMATE FOR 2017/2018 FUND 111 PROPOSED BUDGET AS OF July 7, 2017 EMERGENCY SERVICES DISTRICT EXPENSE ESTIMATE FOR 2017/2018 FUND 114 PROPOSED BUDGET AS OF July 7, 2017 BUDGET 2017/2018 COUNTY ACCT. AS OF DEPARTMENT ADMINISTRATOR INCREASE # ACCOUNT NAME 3/31/2017 REQUEST RECOMMENDED IDFCRFARF 120FIRE _._. RESCUE - SALARIES BUDGET 2017/2018 COUNTY $1,689,745 120 ACCT. 8,688,215 - AS OF DEPARTMENT ADMINISTRATOR INCREASE % # ACCOUNT NAME 3/31/2017 REQUEST RECOMMENDED (DECREASE) (DECREASE) 325-101 CAPITAL IMPROVEMENT ASSESSMENT $65,000 $45,000 $45,000 4,419,682 2,842,080 - -1,686,694 329-090 OTHER LICENSES 8 PERMITS 130,000 150,000 180,000 50,000 38.5% 334-401 FOOT -TRAFFIC SIGNAL SYSTEM ENHANCEMENT_ Y 258,200 - - 193,683 193,683 4,51J7 (25.0)% 335-420 CONSTITUTIONAL GAS TAX 1,620,000 1,750,000 1,800,000 180,000 - 11.1 335 440 COUNTY GAS TAX 760,000775,000 0 785,000 25,000 3.3 % 335 491 - -- -- FUEL TAX REIMBURSEME14T120,000 - _ - . ---'----- - ----- - 120000 120,000 0 0.0% 341-300 SALE/MAPS AND PUBLICATIONS - 1,500 - 1,500 - 1,500 ^- 0 - 0.0 344-903 WATER/SEWER PAVING SYSTEMS 35,000 30,000 30,000 347-212 STORMWATER SUMMER CAMP...._... - - - - -- ._ ..-- - - ----- 2,000 2,000 2,000 50,000 26.3 349-003 PRD APPLICATION 10,000 ----- 11,000 ... 11,000 - --� 1,000 0.0 349-010 REIMBURSEMENT MPO 50,000 50,000 50,000 0 0.0% 361-100 INTEREST INCOME 20,000 20,000 20,000 250,000 -_-___ 4.7 361-110 INTEREST -ASSESSMENTS 12,000 12,000 12,000 0 0.0% 362-010 RENTS & ROYALTIES 19,626 19,626 19,626 0 0.0% 369400 OTHER MISC. INCOME 2,000 2,000 2,059 59 3.0 369-940 -i6 - REIMBURSEMENTS ----- 10,000 10,000 10,000 0 0.0 9-943 --- - _ - ...- -- - _ .._...-.-._....,----------- TRAFFIC SIGN PRODUCTION _ ___ _ - - 50,000 ------ -- 65,000 65,000 - --- - -- 15,000 - ----_ _ 30.0 369-950 INTERDEPARTMENT REIMBURSE - _ 275,000_ _ -275,000 275,000 0 0.0 381:020 FUND TRANSFERS/G.F.- 4,731,868 4,731,868 4,960,714 228,846 4.8 381-020 FUND TRANSFERS/M.S.T.U. 5,024,561 5,024,561 5,267,562 243,001 4.8% 389-030 LESS 5% EST. RECEIPTS - - - - 389-040 CASH FORWARD - OCTOBER 1 2,270,286 1 905961 1,905,960 (364 326) (16.0)% TOTAL REVENUES $15,308,775 $15,031,359 $15,588,761 $279,986 1.8% EMERGENCY SERVICES DISTRICT EXPENSE ESTIMATE FOR 2017/2018 FUND 114 PROPOSED BUDGET AS OF July 7, 2017 BUDGET 2017/2018 COUNTY ACCT. AS OF DEPARTMENT ADMINISTRATOR INCREASE # ACCOUNT NAME 3/31/2017 REQUEST RECOMMENDED IDFCRFARF 120FIRE _._. RESCUE - SALARIES $17,466,973 $19,156,718 $19,156,718 $1,689,745 120 FIRRE E SCUE - BENEFITS 8,688,215 - - - 9,457,415 - _ 9,457,415 769,200 120 - FIRE RESCUE -OPERATING - 4,847,827 4,737,171 - 4,979,806 - 132,069 120 FIRE RESCUE - HYDRANT MAINTENANCE---- 146,477 -- - 149,227 --_.._.. 149,227 -- - 2,750 120 FIRE RESCUE- CAPITAL _ 4,419,682 2,842,080 - -1,686,694 - 2,001,480 - -1,733,076 (2,418,202 ----STATE - - -- 1,840,342- - _ _-- (107,266 120 FOREST SERVICE 13,822 - 13,822 - - 13,822 -_ -- - 0 331-20_0 TOTAL EXPENSES $37,423,338 $38,043,127 $37,491,634 $68,296 EMERGENCY SERVICES DISTRICT REVENUE ESTIMATE FOR 2017/2018 FUND 114 PROPOSED BUDGET AS OF July 7, 2017 INCREASE (DECREASE) -- 9.7 %- • 8.9 2.7% ($1,885,06.1)___-_.$16( 6,30J0- 9.7% • 1 R7Fi d75 /7 919 7111-----/Sa o10% 2017/18 PROPOSED MILLAGE 2.3655 `2013T14 MILLAG( - - - 1.9799 MILLAGE --_- 1.7148 1.7148- 1.7148 34 BUDGET 2017/2018 COUNTY % ACCT. AS OF DEPARTMENT ADMINISTRATOR INCREASE INCREASE # ACCOUNT NAME 3/31/2017 REQUEST RECOMMENDED (DECREASE) (DECREASE) 311-010 CURRENT AD VALOREM TAXES _____ _ "- --`_________.__ -DELINQUENT $28,572,335 $29,715,228 $_31,593,328 $3,020,993 311 -020_ AD VALOREM TAXES -INTERESTTAXROLL 20,000 _ 20,000_-- 20,000-----0 _ _10.6% - 0.6 311-030 1,000-- -- 1,000 - "-- 1,000 ---- 0 --_- 0.0% 331-20_0 FEMA FF ASSISTANCE GRANT 856,819 - - - 0 __ 0 - - - _ (856,819 '- 100.0% 334-290 EMS GRANT _ _ 21,867 - - - 0 0 21,867100.0 335--230 FIREMANS SUPPLEMENTAL COMPENSATION 47,500-- 47,500 47,500 0 0.0% 342-210 BURN PERMIT FEES 15,000 17,000 20,000 5,000 33.3 342-220 FIRE PROTECTION SERVICES 138,317 138,317 138,317 342-230 FIRE SAFETY INSPECTION/PLAN REVIEW 190,006 190,000 240,000 50,000 26.3 342-240 COST RECOVERY 1,000 1,000 1,000 0 0.0 342-320 ALS SPECIAL EVENTS8,000 8,000 8,000 0 0.0% 342-610 ALS CHARGES 5,300,000 _ - 5,400,000 _ 5,550,000 250,000 -_-___ 4.7 354-018 FALSE FIRE ALARM_ _ _ _ _ - - 12,000 12,000 12,000 -- 0 - v 0.0 % 361-100 - - INTEREST INCOME _ - - 30,00030,000 30,000 369-900 OTHER MISC. REVENUE- 20,075 20,075-- _ - 20,075 O_ _..___.._.___. 0.0% 369-940 ---- - -'--- REIMBURSEMENTS -----....__ . 20,000 20,000 20,000 0 0.0% SUB -TOTAL $35,253,913 $35,620,120 $37,701,220 $2,447,307 6.9% ($1,885,06.1)___-_.$16( 6,30J0- 9.7% • 1 R7Fi d75 /7 919 7111-----/Sa o10% 2017/18 PROPOSED MILLAGE 2.3655 `2013T14 MILLAG( - - - 1.9799 MILLAGE --_- 1.7148 1.7148- 1.7148 34 2017/2018 PROPOSED BUDGET LAND ACQUISITION BONDS - 2004 REFERENDUM • FUND 245 REVENUES: 2016/2017 PROPOSED INCREASE % INCREASE BUDGET 2017/2018 (DECREASE) (DECREASE) 245031-311010 CURRENT AD VALOREM TAX $4,771,836 $4,816,892 $45,056 0.9% 245037-361100 INTEREST INCOME 5,000 5,000 0 0.0% 245039-389030 LESS 5% EST. RECEIPTS (238,842) (241,095) (2,253) 0.9% 245039-389040 CASH FORWARD 8,553 8,553 0 0.0% 24511717-099070 TOTAL REVENUES $4,546,547 $4,589,350 $42,803 0.9% EXPENSES: 24511717-077110 PRINCIPAL -DEBT SERVICE $4,053,000 $4,158,000 $105,000 2.6% 24511717-077210 INTEREST DEBT SERVICE 327,120 259,840 (67,280) (20.6)% 24511717-077310 OTHER DEBT SERVICE COSTS 10,000 10,000 0 0.0% 24511717-099060 TRANSFER PROPERTY APPRAISER 66,427 69,510 3,083 4.6% 24511717-099070 TRANSFER TAX COLLECTOR 50,000 52,000 2,000 4.0% 24511786-099920 CASH FORWARD -SEPTEMBER 30TH 40,000 40,000 0 0.0% TOTAL EXPENSES $4,546,547 $4,589,350 $42,803 0.9% i 2017/18 PROPOSED MILLAGE 0.2955 2016/17 MILLAGE 0.3143 2015/16 MILLAGE 0.3315 2014/15 MILLAGE 0.3694 2013/14 MILLAGE 0.3788 2012/13 MILLAGE 0.3799 • • 35 • NON - AD VALOREM • C 37 Tre Buie Coast Newspapers I TCPAUA Indian River Press Journal 1801 U.S. 1, Vero Beach, FL 32.960 AFFIDAVIT OF PUBLICATION STATE OF FLORIDA COUNTY OF INDIAN RIVER Before the undersigned authority personally appeared, Sherri Cipriani, who on oath says that she is Classified Inside Sales Manager of tthe Indian River Press Journal, a daily newspaper published at Vero Beach in Indian River County, Florida: that the attached copy of advertisement was published in the Indian River Press Journal in the following issues below. Affiant further says that the said Indian River Press Journal is a newspaper published in Vero Beach in said Indian River County, Florida, and that said newspaper has heretofore been continuously published in said Indian River County, Florida, daily and distributed in Indian River County, Florida, for a period of one year next preceding the first publication of the attached copy of advertisement; and affiant further says that she has neither paid or promised any person, firm or corporation any discount, rebate, commission . or refund for the Purpose of securing this advertisement for publication In the said newspaper. The Indian River Press Journal has been entered as Periodical Matter at the Post Offices in Vero Beach, Indian River County, Florida and has been for a period of one year next preceding the first publication of the attached copy of advertisement. Customer Ad Number Cooyline AO Ji 434817 - IRC CO SOLID WASTE DISPOSAL 1673791 Notice: 2017-2018 Budget 2017-18 Budget Pub Dates July 5, 2017 to And stbscribed befire me this',day of, June 30, 2017, by who is Sherri Cipriani (X) personally known tome or ( ) who has ,produced as Identification. LI a Jo V,. 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Fl gear Avenue Stuart..Vida 31994 'Home, Y/attr Vow;Ibd/3S, bath;25p tL 9aled comm w/resOK le r"emenlUe6 A COO- of the bud tv10 be araWOable for reNew on an the testi=&) and evidence upon which Ne appeal iz to Mark outside of envelage; Rt3a IO 7.172 goplly 11d.M.�JIdyr1�2,Rtan" afterluly 7,2017 In thelndlan ppher County Budget Office bepattd. pub; Ady 5, 2017 Professional fa9>^Oedn9 Services" Di 5loritdread ,ocated at 18017Street Vero leads no do m between TCN 1656171 Stuart Cly Commission i the hours of 8]0 am, and 590 p.m- Monday through egaf9t Or.$idb *� 'o ... dtyof Stuart RzIld 5,2017 LAUREN CONNOLLY Fd�' LEDAL NOTICE FOR TCH 16 1x89 772434.5060 Anyone who nods a sPedal accommodalicn for this pub- om REH12017.172 PROFESSIONAL FORT PIERCE UTILITIES AUTHORITY(FPUA) LucW Terrace he may contact the no.t'y AMI&, s with Act (AOA) CL, ENGINEERING SERVICES FORT PIERCE. FLORIDA CALL FOR BIDS WO SNh Ay! 36R/26A, Extra L9 Olsab8lties dinatu at p1D 226-1223 at teax 10 hours (n advance of The C of Stuart Commis. sybrL Stuart, gorlda, In cam- N0.37.72 Garage, News Kitchen, New CD�&et & Paint ft ubne hearing. Pub: 5,2017 39 A55, Consultants, Color by iPUb willcc reerfl rida�. by q o ---'� TC)L1 791 petiUve NeggoplfaHan Act (CONAL Invitee qudlNed, M the MRtt of the Purchasing Manager, until: -'MIC , OtlCes'. ;51- 1 esperleoced. UUttnsed trill• veers to prokM1de CMI Services to the C(ty 3AOPM MONDAY JULY 17 2017 : NOTICE IleMg of Stuart on an •as needed Far fumlshlnCp•. TO: RESIDENTS AND PROP- ERTY OWNERS OF ST. LUCIE bash, for an Mlttal tens of two(2) ars, efitcNvcOzt VO detailed specifications � 66th Plae! VILLAGE. FLORIDA, AND THE her L 2017, with three mIe yes,,mwd options- Der atd statement of wrork 48Ra0en/36A/2CG PUBLIC INGENERAL Notice ! hereby given Nat A complete RFP package can be rcleested Prom OnNn Available on www•twuom, Www•Oesnandsta tom Great;VII Yard 280050.it.U& Ya air $379.000 the audpet Committee a} the Town of SL LOcle VInapa OemarMStnr Fit help, -(/www. demandstertom, u by CA or by e•maR est to Purchasf7MansgerQa t& has scheduled a woNtshop regarding the 2017.2018 bud• Tht workshop may be I- 11 111 112 the Cl ff Procurement OfRce M 772• .cent. Bis dotummts ue also avaflabit upon request hour I'Mhasing ,.✓�,, pec attended 0Y mul0 le mem• iB65120 or 0y email at Dur chtarsino(9dstuart flussof the Manapeh FPVA,SOO Boston pieces. 115'Cbitl! ���RGL Sfi'Ayfi they b=-Haaddcff StPCoA Id en �4 PoThsse- si1W4 (for theStuart ontent or arw AFort Mori�vrs0u Old Dide H�IpphwaY, Sage, 2le" 'Ole" gor(da, patkaya received through am/ Jrd Putt xrvke u en - M1naA /Women Banbtelt St!Villagpe, m Monday. 4 10, 2017 at 5:15 m, source other then Demaunry Star Omla or the dt7 M by Stuart ProcurmwntDMsion. En a artldpition Pu►:1.121t,1uty S, 2017 TCN 1558831 M pN a T "01 ecty3t tntercsted DCartitsmey tend tRe meetlny AAv 5.2017 16 2 Firms desMng to Provide the dexo edabove shall submit One O7 odpF nal and ds (Fi eoDles N ' �� N; r Idc�n�ryYaacOttggldoW.coTCN i wA chlYY FunrSuper dean!'-,servlces s pool `SIflrgent; ePub: F97d264WE81D 155271 ' DltCaredSeev; - BARBARA'S SERVICES Nwseke"InI lead Rep, ora phv. rRptrytge,emndsa appn. servmP teDestlm Verna RMena T/2.3e5.01!{ CAREGIVER COMP�IiION 25. m Exp. Reason a en Lkeme Rdy nrlmkNlO a¢Ib rak, ti. Ltpnt HWTr k,eDi 9. M,at pr,p,ta 7r2•IP CAREGIVER/COMPANION $ tkense0. erYnlml��,; 6 yMkop�,aawnqp deck ava14a1a a� ' ficdlemrc}etmcenc+-j F -,E su sa �It7O•[li Fits DYNAMIC AIR FREE ESTIMATES sL»s • is seer syysstem t%p to3Torx 772•fiT.LaS o uaelMs4 IRSL.Mc G19ES.M 38 Years ipMmce NO CHARGE RIaOiYH vats ix rt MCA 0727215-5146 COMPANION eleanlatm lry,COo acct, 1. 3796 T(PAIM lolalfieds pnilrim,C=il ( CLOCKS BY HHO W S 1MSV ta9e Crcm Dr. Penst.ucaem:l»suar AAA ARON'S COMPUTER SERVICE �� Ntre daRAoee C�utLNamaewr Svc Cdl•FSS OpE7yD RSTatT ht� ectal s�50 In -Home f0 Mln. Senlna 7reasun out Id yrN i9�� T72.40MeS16 xoncrette/MasonW �TJOH fiSd-CNar�p','�iis� Reen�J e°{G.y'• {ErIe.noRe i'nitee�aya l.i.,' lIu_T72:67S:AIS3:his,l..i RepovatibnIN, eod1P -,moi-RgDfiaddQtllPlls -^ 772.919!ZB30t IUtttarinrpUstomt�DgathrdOtns D n Dalwood'Ed 77ti I New constructionIna J ��; C'GC 01.5735„lie%Ins J TROY GIOVENGO ELECTRICAL SRVCS An a,electrkLLtin (7702008SS Lie SEC13006133 .,rage DuOrs"'Yd`'z' � A•TECH GARAGEDOORS Aa your gan0e door i eoener Raads.0 ,sD.2VL oritrNlaltitJRtpnlr r. MARSBREQLCOM- Complete Kitchens A 7roo Wood Wont Mable T54p1h5nd x.NEED Fi ONG? ==� �ntov nS ub�'nets' fnM�i a�i tdnm a'mlx.repdrs.t3tCi3]1,6�� ;I772;584s29711tn •• y NESCREENING REPAIRSl1t �yy��UUoo�� duet OuaubwoRn div Pitte'•� l a ns�vacd teCf150S39. _. Cas (rR11J/Qt5[r . AI EMUS HOMEREPAIR' All types of home repay • 3 �soflits, drYwal wNdows, doonL,4 - CI50%l ' ilt/llss.•awclsa9lss k` NaicN. FL';WATER lowest prices Guaranteed (�t�r � IRRIwTtoH r+f s'" - .gat 54 R•, a p., SpdnkMrs. dodtz.'if u Ems; UCe uedT7PSF°hfedusi gum SB�NevpM BLERIXOVATION,'t,=T AODmON�S i tEM00EU(10,1 Theame Coast Newspapm Wednesday, Iuly S. 2017 3D NON SEQUITUR antHattiiredHomes-` one (U efectronk copy (PDF ...- YERD TREACN-5--Itfdnea, lcondlb n APaarkNO ay mit tamest prefe� on a CD or gpsit ddvaoo� ihdr pro• COntalma ill Of lite -� IHtirn9- Salei."a,. t 10n9-0 G NOTICE posals. rcglAred lnlmmaben no later RS'flBdE"]--StoiyDo`lo The CoffabarnOveammltt!! win told a Community an- rersaticn to seek cemmu• thank]ODm AugustL2017 Submit w91 De accept ed DY hand defivery over 'Home, Y/attr Vow;Ibd/3S, bath;25p tL 9aled comm w/resOK le r"emenlUe6 inpu.E regaMpinp future nlDphtdelh2n. or US.IdaO to tralandusqq�Sluluh ice ?New eye:in iRCady, goplly 11d.M.�JIdyr1�2,Rtan" SnW services 'c]a7t�-772x-{3S9S�90 Maon Werl'rmremen We Di 5loritdread w rtanty, fig dognp at Dm lite llafan RFrer 349961 SuOmlttils S6WO, to � at: � 01610101,) Oiticay Canfeprence Room, Irl A w'fnanYt b ettMtd WSREFINISHING I'-Ilnp/WaIICevMDp/RxMe/ taesswewu H,n sen. maceTerrete. Suko 201• A,Vero Bea 32960. or comidered and win be retained gnopened. Submit- SiUART ] ma in house Ing"' pall, 91"MGe, Any queeUons on these be directed tats win be aperlM as soon as DracticebiTVae ASs FePperate entrance Miaw ' in dudes kittehe40am mee0nps may to IRC D offices at 773.770- in compliance w(th the Amer Sown (13Q412'41, WEBSO 167060a 0935, If a Derson daddes to appoPeea�l (cans with OtsablllUls Act Alto this prnoDAUoDOnirrop tom• vdm rlteds a Sfd Real Estate ony action of the INsbitl with rosptct to am con a tnodaUon should contact Ne diseu�ed et e a �h tlon of Said mCCW9s hC m CItYs ADA coordinator at TT3 �ee3?o6 or NDo at I. R7Ol7a•7[64 R4 � ' DltCaredSeev; - BARBARA'S SERVICES Nwseke"InI lead Rep, ora phv. rRptrytge,emndsa appn. servmP teDestlm Verna RMena T/2.3e5.01!{ CAREGIVER COMP�IiION 25. m Exp. Reason a en Lkeme Rdy nrlmkNlO a¢Ib rak, ti. Ltpnt HWTr k,eDi 9. M,at pr,p,ta 7r2•IP CAREGIVER/COMPANION $ tkense0. erYnlml��,; 6 yMkop�,aawnqp deck ava14a1a a� ' ficdlemrc}etmcenc+-j F -,E su sa �It7O•[li Fits DYNAMIC AIR FREE ESTIMATES sL»s • is seer syysstem t%p to3Torx 772•fiT.LaS o uaelMs4 IRSL.Mc G19ES.M 38 Years ipMmce NO CHARGE RIaOiYH vats ix rt MCA 0727215-5146 COMPANION eleanlatm lry,COo acct, 1. 3796 T(PAIM lolalfieds pnilrim,C=il ( CLOCKS BY HHO W S 1MSV ta9e Crcm Dr. Penst.ucaem:l»suar AAA ARON'S COMPUTER SERVICE �� Ntre daRAoee C�utLNamaewr Svc Cdl•FSS OpE7yD RSTatT ht� ectal s�50 In -Home f0 Mln. Senlna 7reasun out Id yrN i9�� T72.40MeS16 xoncrette/MasonW �TJOH fiSd-CNar�p','�iis� Reen�J e°{G.y'• {ErIe.noRe i'nitee�aya l.i.,' lIu_T72:67S:AIS3:his,l..i RepovatibnIN, eod1P -,moi-RgDfiaddQtllPlls -^ 772.919!ZB30t IUtttarinrpUstomt�DgathrdOtns D n Dalwood'Ed 77ti I New constructionIna J ��; C'GC 01.5735„lie%Ins J TROY GIOVENGO ELECTRICAL SRVCS An a,electrkLLtin (7702008SS Lie SEC13006133 .,rage DuOrs"'Yd`'z' � A•TECH GARAGEDOORS Aa your gan0e door i eoener Raads.0 ,sD.2VL oritrNlaltitJRtpnlr r. MARSBREQLCOM- Complete Kitchens A 7roo Wood Wont Mable T54p1h5nd x.NEED Fi ONG? ==� �ntov nS ub�'nets' fnM�i a�i tdnm a'mlx.repdrs.t3tCi3]1,6�� ;I772;584s29711tn •• y NESCREENING REPAIRSl1t �yy��UUoo�� duet OuaubwoRn div Pitte'•� l a ns�vacd teCf150S39. _. Cas (rR11J/Qt5[r . AI EMUS HOMEREPAIR' All types of home repay • 3 �soflits, drYwal wNdows, doonL,4 - CI50%l ' ilt/llss.•awclsa9lss k` NaicN. FL';WATER lowest prices Guaranteed (�t�r � IRRIwTtoH r+f s'" - .gat 54 R•, a p., SpdnkMrs. dodtz.'if u Ems; UCe uedT7PSF°hfedusi gum SB�NevpM BLERIXOVATION,'t,=T AODmON�S i tEM00EU(10,1 Theame Coast Newspapm Wednesday, Iuly S. 2017 3D NON SEQUITUR antHattiiredHomes-` WparonP.rrcs�Urif• u� /1. 55�, No HODESOUND JAR).1. d YERD TREACN-5--Itfdnea, lcondlb n APaarkNO ay mit ready "`k�tL otth. new ':jr avnik In closets, nor:l7 to Dench:. rw pets:-'SBSOmo YYi water softener, $59,999 lease/Purchase'ODtion T7-uli.6090 ID1670466 `AvaD,Cdl NICU 772JAA051 L„.L.. TO 1644342 �•ex„, POST de tST LUS�ept� 2CIIE 651, 56•FVv1 2er eo plete deiMro905 port ht celliZg,; Brand new condi $110K.state Otter! Lot 551 A4I.2/19 y�rertt 19th Mace. Close to Dtach/ she InDq No Dets/smI "Mrs VYEB ID - ( e+rent y� 9.1tOt1 TO, 1646620 VfaTO `BEACH `55 • comm, Lrp ibd/1SDs. Compinte LY3iITECITY1 ,nhome Must Seel Mlnute4 Commupky .CentAir. Bedroomfrom sho InY a beadle NoppCctL514900 Fine Avail.Kdth.WeithtrDet72.217;3'2q..Wt:bid [T,7'2 16W20wmes-neWED ROOF LEAKS A REPAIRS Or Same BYiOwner xja,S_ ID 645657' -- WSREFINISHING I'-Ilnp/WaIICevMDp/RxMe/ taesswewu H,n sen. .r. Om15UrifUm S MERG[ - load FOR SAt[ No eredn/bad credit ok Owner M 3/3.5/! "ST.'I11CIE^2 n if g comer lot coil cammwlttyv low HOA •I.tove in" cardF -Y-.- CAP". CAP". Don. GREAT D Quick asl.S2o0K IDH own. Can .(;-NATE fgtESERVUp VIEW .I 2•POOtS.'FITNFSS Rat: 772.57&1935 W®iD 1636221 „,ri�vMO FI�AOQ mi;� nos Finnliti�w i DEL MAR • I/2 Dal Mu Ocean Front Comptes Great tum• mer aCt( AwaY doze to shops Beautiful Poot A Beach Avert- able Mru Dee S mo mlo SSe Call 3o5.968•1994 10 16635159 rCopdds.Mnjuml� :I , nq3 73 7n, ootiDst ...;; a::• ,'3 AAAMOVING FKUHNERT4166FlN61 575 Per hour. 2 hour minimum in Indian RNer tastaw awer4 oxen aaedeaaCat a Ro°onn`Y a audne"tss CO. Call M-321.3680 t7ifn �.ticM.RceOISOt ImD screw. eintlrty 5ervk¢t�7:� MITW'ROOFliIG'dbi' omop Mslas sA.A.W 117e PA1N71NG nstallatronRndRae�atrs►apInVEFrrine rreulre sn ansa, lR Ca TT2- i517t 2t ye,ne�uCountY MY -FLORIDA ROOTINGi DON TIDEYREPAINTSsowRCpatcncwReoh.'4's rCONTRACTOR�t� ODalityguaranteed IRFP Estimates t• ea0 m2N57.in9 � LIC CCCISDAt9'COCI3765a6 UC SPO'- 7n4[S-2205 MCAm ROOF LEAKS A REPAIRS Nolan enS,meDay WSREFINISHING I'-Ilnp/WaIICevMDp/RxMe/ taesswewu H,n sen. e°rrlceU mnnneeca filltmulaase7 - - Free ESL low io 7*464A290 filealite ROOF LEAKS SPECIALIST u rrs FiDMerx, wee sslanaea .,n Y,'xe, w�mmran aN wrk QUALM PAINTING BY KEN I TH0MPS0HIS 7 'Id NWo e+brsioannsImNaraCeaa NeiGDVSMIO J.;!O!OpMcea1 amrs. on your repairs) Cal 1`7:•4116-5974 oaten Mt stVintt4U2i601A1reC6C151 732 st4 soca • m eDv e 7oraarspwlihwak Lee a Iraen Me/SL -f HEFA TILE/ R7Ol7a•7[64 R4 � WOOOtD tm wanINSTALLS dCJhn.Re repos F. ieRi.tarmIn 510- 3 2017/2018 PROPOSED BUDGET SOLID WASTE DISPOSAL DISTRICT • FUND 411 2016/2017 PROPOSED INCREASE % IN BUDGET 2017/2018 (DECREASE) (DECREASE) REVENUES: 343-410 GARBAGE/SOLID WASTE SALES $120,000 $120,000 $0 0.0% 343-420 DEMOLITION CHARGES 1,200,000 1,300,000 100,000 8.3% 343-430 TIRE DUMPING CHARGES 30,000 22,500 (7,500) (25.0)% 343-440 ASH BYPRODUCT CHARGES 20,000 0 (20,000) (100.0)% 343-470 SEPTAGE/SLUDGE DISPOSAL 150,000 110,000 (40,000) (26.7)% 343-480 LANDFILL GAS SALES 8,000 0 (8,000) (100.0)% 343-920 LOT CLEARING REVENUE 150,000 200,000 50,000 33.3% 347-294 RENTALS - BUILDINGS 75,506 80,000 4,494 6.0% 361-110 INTEREST -INVESTMENTS 100,000 125,000 25,000 25.0% 325-201 SERVICE ASSESSMENTS 11,571,857 12,373,108 801,251 6.9% 363-140 LANDFILL ASSESSMENTS 160,000 200,000 40,000 25.0% 389-030 LESS 5% EST. RECEIPTS (679,268) (726,530) (47,262) 7.0% 389-040 CASH FORWARD - OCT. 1 1,447,088 235,000 (1,212,088) (83.8)% TOTAL REVENUES $14,353,183 $14,039,078 ($314,105) (2.2)% EXPENSES: 217 LANDFILL $7,591,686 $9,513,247 $1,921,561 25.3% 255 RECYCLING` 6,764,097 6,928,255 164,158 2.4% SUB -TOTAL EXPENSES $14,355,783 $16,441,502 $2,085,719 14.5% LESS CAPITAL OUTLAY (2,600) (2,402,424) (2,399,824) 92300.9% TOTAL EXPENSES $14,353,183 $14,039,078 ($314,105) (2.2)% COMMERCIAL - WASTE GENERATION UNIT (W.G.U.) $35.55 $37.67 $2.12 6.0% RESIDENTIAL -WASTE GENERATION UNIT (W.G.U.) $64.13 $68.19 $4.06 6.3% EQUIVALENT RESIDENTIAL UNIT (E.R.U.) $102.61 $109.10 $6.49 6.3% READINESS -TO -USE FEE - (W.G.U) $20.49 $21.59 $1.10 6.4% NUMBER OF W.G.U: s 229,007 229,952 945 0.4% W.G.U. = ONE TON OF WASTE ANNUALLY - KEEP INDIAN RIVER BEAUTIFUL ($50,539) INCLUDED IN RECYCLING BUDGET (255) • 39 FY 2017/2018 STREETLIGHT DISTRICTS DEPT. NUMBER ACCOUNT NAME 179 OCEANSIDE"' 180 OSLO PARK"' 181 GIFFORD 182 LAUREL- WOOD 183 ROCK- RIDGE 184 VERO HIGH. 186 PORPOISE POINT REVENUES GENERAL & ADMIN. $40 $675 $1,000 $250 $150 $1,000 $80 361-100 INTEREST INCOME $7 $20 $300 $15 $200 $150 $40 363-120 SERVICE ASSESSMENTS 2,394 42,535 71,825 9,108 3,104 90,396 363 389-030 LESS 5% EST. RECEIPTS 120) (2,128) 3,606) (456) (165) (4,527) 20) 389-040 CASH FORWARD -OCTOBER 1 0 0 59,032 0 506 1,862 230 099-910 TOTAL $2,281 $40,427 $127,551 $8,667 $3,645 $87,881 $613 EXPENSES $57.00 $25.47 $25.00 $36.00 $8.00 $36.00 $11.00 BUDGET 2016/17 - PER PARCEUACRE/LOT 033-140 GENERAL & ADMIN. $40 $675 $1,000 $250 $150 $1,000 $80 034-310 ELECTRICAL SERVICES 2,180 37,684 74,595 8,025 3,156 84,820 419 034-910 LEGAL ADS 33 90 90 90 90 90 90 066-510 CONSTRUCTION IN PROGRESS 0 0 50,000 0 0 0 0 099-060 BUD. TRANS. PROP. APPR. 18 851 1,166 130 199 1,210 15 099-910 RESERVE FOR CONTINGENCY 0 627 0 0 0 0 0 099-920 CASH FORWARD -SEPT. 30 0 0 0 110 0 0 0 099-940 COMMISSIONS & FEES 10 500 700 62 50 761 9 TOTAL $2,281 $40,427 $127,551 $8,667 $3,645 $87,881 $613 PER PARCEUACRE/LOT CHARGE: BUDGET 2017/18 - PER PARCEL/ACRE/LOT $57.00 $25.47 $25.00 $36.00 $8.00 $36.00 $11.00 BUDGET 2016/17 - PER PARCEUACRE/LOT $57.00 $25.47 $25.00 $36.00 $8.00 $36.00 $11.00 BUDGET 2015/16 - PER PARCEUACRE/LOT $57.00 $25.47 $25.00 $30.00 $8.00 $33.00 $11.00 BUDGET 2014/15 - PER PARCEUACRE $0 $0 $25.00 $30.00 $8.00 $33.00 $11.00 BUDGET 2013/14 - PER PARCEUACRE $0 $0 $25.00 $23.00 $8.00 $28.00 $11.00 BUDGET 2012/13 - PER PARCEUACRE $0 $0 $25.00 $18.00 $8.00 $23.00 $11.00 (1) These districts charge on a per lot basis. All others are on a per parcel/acre basis. r� FY 2017/2018 STREETLIGHT DISTRICTS DEPT. NUMBER ACCOUNT NAME 187 SINGLE ST. LIGHTS 188 LAUREL COURT 189 TIERRA LINDA 190 VERO SHORES 191 IXORA 192 ROYAL POINCIANA 193 ROSELAND ROAD REVENUES GENERAL & ADMIN. $50 $80 $80 $100 $100 $250 $75 361-100 INTEREST INCOME $6 $3 $10 $25 $35 $30 $35 363-120 SERVICE ASSESSMENTS 2,440 1,209 2,613 4,968 5,500 15,7.17 732 389-030 LESS 5% EST. RECEIPTS 122 (61) (131) (250) (277) (787) 38) 389-040 CASH FORWARD -OCTOBER 1 76 85 392 1,451 1,843 694 1,108 099-910 TOTAL $2,400 $1,236 $2,884 $6,194 $7,101 $15,654 $1,837 EXPENSES N/A $39.00 $39.00 $24.00 $20.00 $39.00 $1.00 BUDGET 2016/17 - PER PARCEUACRE/LOT 033-140 GENERAL & ADMIN. $50 $80 $80 $100 $100 $250 $75 034-310 ELECTRICAL SERVICES 2,350 1,075 2,690 5,888 6,710 15,020 1,400 034-910 LEGAL ADS 0 50 60 60 90 70 45 066-510 CONSTRUCTION IN PROGRESS 0 0 0 0 0 0 0 099-060 BUD. TRANS. PROP. APPR. 0 16 34 106 141 204 302 099-910 RESERVE FOR CONTINGENCY 0 0 0 0 0 0 0 099-920 CASH FORWARD -SEPT. 30 0 0 0 0 0 0 0 099-940 COMMISSIONS & FEES 0 15 20 40 60 110 15 TOTAL $2,400 $1,236 $2,884 $6,194 $7,101 $15,654 $1,837 PER PARCEL/ACRE/LOT CHARGE: BUDGET 2017/18 - PER PARCEUACRE/LOT N/A $39.00 $39.00 $24.00 $20.00 $39.00 $1.00 BUDGET 2016/17 - PER PARCEUACRE/LOT N/A $39.00 $29.00 $24.00 $20.00 $39.00 $1.00 BUDGET 2015/16 - PER PARCEL/ACRE/LOT N/A $27.00 $21.00 $19.00 $17.00 $32.00 $1.00 BUDGET 2014/15 - PER PARCEL/ACRE N/A $27.00 $21.00 $19.00 $17.00 $32.00 $1.00 BUDGET 2013/14 - PER PARCEUACRE N/A $27.00 $21.00 $19.00 $17.00 $32.00 $1.00 BUDGET 2012/13 - PER PARCEUACRE N/A $27.00 $21.00 $19.00 $17.00 $28.00 $1.00 (1) These districts charge on a per lot basis. All others are on a per parcel/acre basis. FY 2017/2018 STREETLIGHT DISTRICTS DEPT. NUMBER ACCOUNT NAME 194 WHISPERING PINES 195 MOORINGS 196 WALKER'S GLEN 197 GLENDALE LAKES 198 FLORALTON BEACH 199 WEST WABASSO REVENUES GENERAL & ADMIN. $75 $500 $75 $75 $75 $100 361-100 INTEREST INCOME $15 $500 $25 $15 $6 $75 363-120 SERVICE ASSESSMENTS 1,120 12,140 1,342 3,360 2,700 7,833 389-030 LESS 5% EST. RECEIPTS 57) 632) (68) (169) (135) (395) 389-040 CASH FORWARD -OCTOBER 1 625 6,777 785 722 0 0 099-910 TOTAL $1,703 $18,785 $2,084 $3,928 $2,571 $7,513 EXPENSES $16.00 $10.00 $22.00 $40.00 $50.00 $21.00 BUDGET 2016/17 - PER PARCEUACRE/LOT 033-140 GENERAL & ADMIN. $75 $500 $75 $75 $75 $100 034-310 ELECTRICAL SERVICES 1,515 17,420 1,860 3,720 2,300 6,785 034-910 LEGAL ADS 50 90 90 50 45 100 066-510 CONSTRUCTION IN PROGRESS 0 0 0 0 0 0 099-060 BUD. TRANS. PROP. APPR. 36 625 31 43 25 160 099-910 RESERVE FOR CONTINGENCY 0 0 01 01 01 0 099-920 CASH FORWARD -SEPT. 30 0 0 0 0 101 208 099-940 COMMISSIONS & FEES 27 150 28 40 25 1 160 TOTAL $1,703 $18,785 $2,084 $3,928 $2,571 $7,513 PER PARCEUACRE/LOT CHARGE: BUDGET 2017/18 - PER PARCEUACRE/LOT $16.00 $10.00 $22.00 $40.00 $50.00 $21.00 BUDGET 2016/17 - PER PARCEUACRE/LOT $16.00 $10.00 $22.00 $40.00 $50.00 $21.00 BUDGET 2015/16 - PER PARCEUACRE/LOT $16.00 $10.00 $22.00 $40.00 $50.00 $21.00 BUDGET 2014/15 - PER PARCEL/ACRE $16.00 $10.00 $22.00 $40.00 $50.00 $21.00 BUDGET 2013/14 - PER PARCEL/ACRE $16.00 $10.00 $22.00 $40.00 $45.00 $21.00 BUDGET 2012/13 - PER PARCEUACRE $16.00 $10.00 $22.00 $40.00 $38.00 $21.00 (1) These districts charge on a per lot basis. All others are on a per parcel/acre basis. 2017/2018 PROPOSED BUDGET DRAINAGE SYSTEMS $881 $881 $0 EAST GIFFORD STORMWATER WATERSHED M.S.B.U. 17128041-066340-15017 EAST GIFFORD DRAINAGE 19,000 ' 19,000 �UND 171 0.0 % 17128041-099060 BUDG TRANSFER -PROPERTY APPR 44 47 201612017 PROPOSED INCREASE % INCREASE REVENUES: BUDGET 2 01 712 01 8 (DECREASE) (DECREASE) U IAL LAVLNSES W79, ,943o 0 171-000-363-120.00 SERVICE ASSESSMENT $990 $990 $0 0.0% 171-000-389-030.00 LESS 5% ESTIMATED RECEIPTS (50) (50) 0 0.0 % CASH FORWARD -OCTOBER 1 19,000 19,003 3 0.0 % TOTAL REVENUES $19,940 $19,943 $3 0.0% EXPENSES: 17128041-066340 DRAINAGE SYSTEMS $881 $881 $0 0.0 % 17128041-066340-15017 EAST GIFFORD DRAINAGE 19,000 ' 19,000 0 0.0 % 17128041-099060 BUDG TRANSFER -PROPERTY APPR 44 47 3 6.8 % 17028081-099940 COMMISSIONS AND FEES 15 15 0 0.0 % -I U IAL LAVLNSES W79, ,943o 0 0.0% $10.00 PER PARCEL ACRE IN 2017/2018 $10.00 PER PARCEL ACRE IN 2016/2017 $10.00 PER PARCEL ACRE IN 2015/2016 $10.00 PER PARCEL ACRE IN 2014/2015 $10.00 PER PARCEL ACRE IN 2013/2014 2017/2018 PROPOSED BUDGET OCEANSIDE STREET PAVING FUND 179 REVENUES: 2016/2017 PROPOSED INCREASE % INCREASE BUDGET 2017/2018 (DECREASE) (DECREASE) 179032-325023 SERVICE ASSESSMENT $14,940 $14,940 $0 0.0% 79037-361100 INTEREST INCOME 36 36 0 0.0% 79039-389030 LESS 5% ESTIMATED RECEIPTS (749) (749) 0 0.0% CASH FORWARD -OCTOBER 1 247 250 3 1.2% 0 0.0% 17928041-099060 0.0 -7. - EXPENSES: EXPENSES: 17928041-033140 GENERAL & ADMIN $120 '$120 $0 0.0% 17928041-034910 LEGAL ADS 34 35 1 2.9% 17928041-035310 PAVING MATERIALS 14,000 14,000 0 0.0% 17928041-099060 BUDG TRANSFER -PROPERTY APPR 20 22 2 10.0% 17928081-099940. COMMISSIONS AND FEES 300 300 0 0.0% , o $415.00 PER LOT IN 201 712 01 8 $415.00 PER LOT IN 2016/2017 $415.00 PER LOT IN 2015/2016 a 43 2017/2018 PROPOSED BUDGET •VERO LAKE ESTATES M.S.B.U. FUND 185 EXPENSES: 18521441-034310 ELECTRIC SERVICES 201612017 PROPOSED INCREASE % INCREASE REVENUES: DRAINAGE SYSTEMS BUDGET 2017/2018 (DECREASE) (DECREASE) 185037-361100 INTEREST - INVESTMENTS C & CE $3,000 $3,000 $0 0.0% 185036-363120 SERVICE ASSESSMENT 251,000 251,000 0 0.0% 185039-389030 LESS 5% ESTIMATED RECEIPTS (12,700) (12,700) 0 0.0% 185039-389040 CASH FORWARD - OCT. 1 234,337 690,317 455,980 194.6% TOTAL REVENUES $475,637 $931,617 $455,980 95.9% EXPENSES: 18521441-034310 ELECTRIC SERVICES $16,000 $16,000 $0 0.0% 18521441-066340 DRAINAGE SYSTEMS 10,812 10,812 0 0.0% 18521441-034910 LEGAL ADS 43 43 0 0.0% 18521441-099940 COMMISSION AND FEES 2,334 2,334 0 0.0% 18521481-099060 BUD. TRANSFER PROP. APPR. 2,301 2,428 127 5.5% 18521481-035510 PETITION MILLINGS 444,147 900,000 455,853 102.6% TOTAL EXPENSES $475,637 $931,617 $455,980 95.9% $ 50.00 PER PARCEL ACRE IN 2017118 $ 50.00 PER PARCEL ACRE IN 2016/17 $ 50.00 PER PARCEL ACRE IN 2015/16 A 5!1 M PFR PARCFI ACRE IN gnIA115 - 45 U ENTERPRISE FUNDS • • 47 2017/2018 PROPOSED BUDGET GOLF COURSE FUND 418 0 2016/2017 PROPOSED INCREASE %a INCREASE REVENUES: BUDGET 2017/2018 (DECREASE) (DECREASE) 343-670 MISC. INCOME $490 $418 ($72) (14.7)% 347-231 PRO SHOP SALES 250,000 282,500 32,500 13.0% 347-232 9 HOLE CARD FEES 166,000 166,000 0 0.0% 347-233 18 HOLE CARD FEES 505,000 550,000 45,000 8.9% 347-234 9 HOLE NON -CARD FEES 95,000 90,000 (5,000) (5.3)% 347-235 18 HOLE NON -CARD FEES 360,000 360,000 0 0.0% 347-236 9 HOLE CART FEES 110,000 110,000 0 0.0% 347-237 18 HOLE CART FEES 815,000 825,000 10,000 1.2% 347-238 PULL CART FEES 2,000 2,000 0 0.0% 347-239 ID CARD 97,000 97,000 0 0.0% 347-241 JUNIOR FEES 1,000 1,000 0 0.0% 347-242 RANGE FEES 84,000 90,000 6,000 7.1 % 347-247 TWILIGHT PM 360,000 360,000 0 0.0% 347-248 RAINCHECK REDEMPTIONS (20,000) (19,500) 500 (2.5)% 347-249 GOLF CLUB RENTALS 23,000 23,000 0 0.0% 347-250 HANDICAPPING SERVICE 8,000 8,000 0 0.0% 347-251 TOURNAMENT FEE 60,000 60,000 0 0.0% 347-252 PGA PRO RATE 12,000 12,000 0 0.0% 347-254 DISCOUNT CARDS 2,800 2,800 0 0.0% 361-100 INTEREST INCOME 2,000 2,000 0 0.0% 362-012 SNACK BAR RENT 22,000 22,000 0 0.0% 389-030 LESS 5% EST. RECEIPTS (147,765) (152,211) (4,446) 3.0% 389-040 CASH FORWARD - OCT. 1 8,336 0 (8,336) (100.0)% TOTAL REVENUES $2,815,861 $2,892,007 $76,146 2.7% • EXPENSES: 221 OPERATIONS $2,471,251 $1,446,901 ($1,024,350) (41.5)% 236 CLUBHOUSE 1,476,910 1,521,606 44,696 3.0% SUB -TOTAL EXPENSES $3,948,161 $2,968,507 ($979,654) (24.8)% LESS CAPITAL OUTLAY (1,132,300) (76,500) (1,055,800) n/a TOTAL EXPENSES $2,815,861 $2,892,007 $76,146 2.7% • :19 2017/2018 PROPOSED BUDGET BUILDING DEPARTMENT FUND 441 2016/2017 PROPOSED INCREASE % INCREASE • REVENUES: BUDGET 2017/2018 (DECREASE) (DECREASE) 322-010 BUILDING PERMITS -COUNTY $2,600,000 $2,600,000 $0 0.0% 322-011 BUILDING PERMITS - CITY 450,000 450,000 0 0.0% 322-030 PLAN EXAM FEE - COUNTY 60,000 75,000 15,000 25.0% 322-050 PERMIT REINSPECTON FEE -COUNTY 50,000 60,000 10,000 20.0% 322-051 PERMIT REINSPECTON FEE -CITY 10,000 12,000 2,000 20.0% 329-050 COMPETENCY CARD FEES 40,000 40,000 0 0.0% 342-510 BACIF ADMIN.FEES 3,000 3,000 0 0.0% 342-520 RADON ADMIN. FEES 3,000 3,000 0 0.0% 349-050 RESEARCH FEES 12,000 12,000 0 0.0% 354-013 UNLICENSED CONTRACTOR FINES 15,000 15,000 0' 0.0% 361-100 INTEREST INCOME 10,000 12,000 2,000 20.0% 389-030 LESS 5% ESTIMATED RECEIPTS (162,650) (164,100) (1,450) 0.9% 389-040 CASH FORWARD 480,070 735,406 255,336 53.2% TOTAL REVENUES $3,570,420 $3,853,306 $282,886 7.9% EXPENSES: SALARY AND BENEFITS $2,140,935 $2,342,614 $201,679 9.4% EXPENSES 1,454,885 1,456,656 1,771 0.1 % RESERVE FOR CONTINGENCIES 0 55,386 55,386 N/A SUB -TOTAL EXPENSES $3,595,820 $3,854,656 $258,836 7.2% LESS CAPITAL OUTLAY (25,400) (1,350) 24,050 (94.7)% TOTAL EXPENSES $3,570,420 $3,853,306. $282,886 7.9% 50 • • 2017/2018 PROPOSED BUDGET UTILITY SERVICES FUND 471 0 2016/2017 PROPOSED INCREASE % INCREASE REVENUES: BUDGET 2017/2018 (DECREASE) (DECREASE) 343-310 WATER SALES $14,800,000 $15,244,000 $444,000 3.0% 343-340 METER INSTALLATIONS 135,000 135,000 0 0.0% 343-470 SEPTAGE/SLUDGE DISPOSAL 525,000 200,000 (325,000) (61.9)% 343-490 GREASE DISPOSAL 10,000 10,000 0 0.0% 343-510 SEWER SALES 13,642,500 13,915,000 272,500 2.0% 343-530 RECLAIMED WATER SALES 5,000 5,000 0 0.0% 343-540 PENALTIES 850,000 900,000 50,000 5.9% SERVICE CHARGES: 714,388 700,765 (13,623) (1.9)% 343-350 WATER TAP FEES 30,000 25,000 (5,000) (16.7)% 343-520 SEWER TAP FEES 2,500 2,500 0 0.0% 343-550 RECONNECT FEES 210,000 125,000 (85,000) (40.5)%' 343-610 SERVICE CHARGES 240,000 240,000 0 0.0% 343-660 INSPECTION FEES 55,000 55,000 0 0.0% 343-690 COURT RECORDING FEES 5,000 5,000 0 0.0% 343-670 MISCELLANEOUS INCOME 30,000 30,000 0 0.0% 361-100 INTEREST INCOME 110,000 125,000 15,000 13.6% 362-011 RADIO TOWER RENT 326,000 300,000 (26,000) (8.0)% 365-010 SCRAP SALES 1,000 1,000 0 0.0% 329-030 LIC/PERMIT FEES 1,000 1,000 0 0.0% 381-020 FUND TRANSFER IN 82,667 85,616 2949 3.6% 389-030 LESS 5% EST. RECEIPTS (1,548,900) (1,565,925) (17,025) 1.1 % 389-040 CASH FORWARD - OCT. 1 10,229,642 12,098,150 1,868,508 18.3% TOTAL REVENUES $39,741,409 $41,936,341 $2,194,932 5.5% • EXPENSES: 218 WASTEWATER TREATMENT $5,891,238 $6,209,277 $318,039 5.4% 219 WATER PRODUCTION 6,774,114 7,006,359 232,245 3.4% 235 GENERAL & ENGINEERING 6,613,096 7,266,956 653,860 9.9% 257 SLUDGE 1,170,250 1,043,587 (126,663) (10.8)% 265 CUSTOMER SERVICE 2,727,093 2,783,635 56,542 2.1 % 268 WASTEWATER COLLECTION 7,727,143 8,891,269 1,164,126 15.1 % 269 WATER DISTRIBUTION 8,960,387 9,594,872 634,485 7.1 % 282 OSPREY MARSH 714,388 700,765 (13,623) (1.9)% 292 SPOONBILL MARSH 0 526,371 526,371 N/A SUB -TOTAL EXPENSES $40,577,709 $44,023,091 $3,445,382 8.5% LESS CAPITAL OUTLAY (836,300) (2,086,750) (1,250,450) 149.5% TOTAL EXPENSES $39,741,409 $41,936,341 $2,194,932 5.5% • 51 • INTERNAL SERVICE FUNDS • • 53 2017/2018 PROPOSED BUDGET FLEET MANAGEMENT • FUND 501 2016/2017 PROPOSED INCREASE % INCREASE REVENUES: BUDGET 2017/2018 (DECREASE) (DECREASE) 369-940 MISCELLANEOUS REVENUE $95,000 $95,000 $0 0.0% 395-010 AUTO. MAINTENANCE 230,000 230,000 0 0.0% 395-011 HEAVY EQUIPMENT MAINTENANCE 700,000 700,000 0 0.0% 395-012 OTHER EQUIPMENT MAINTENANCE 80,000 80,000 0 0.0% 395-013 FUEL 2,353,414 2,353,414 0 .0.0% 389-040 CASH FORWARD 97,455 115,178 .17,723 18.2% TOTAL REVENUE $3,555,869 $3,573,592 $17,723 0.5% EXPENSES: SALARIES AND BENEFITS $449,885 $466,052 $16,167 3.6% EXPENSES 3,151,274 3,118,022 (33 252) (1.1)% SUB -TOTAL EXPENSES $3,601,159 $3,584,074 ($17,085) (0.5)% LESS CAPITAL OUTLAY (45,290) (10,482) 34,808 (76.9)% TOTAL EXPENSES $3,555,869 $3,573,592 $17,723 0.5% 2017/2018 PROPOSED BUDGET SELF INSURANCE FUND 502 2016/2017 PROPOSED INCREASE % INCREASE REVENUES: BUDGET 2017/2018 (DECREASE) (DECREASE) • 395-020 INSURANCE CHARGES TO DEPTS. $3,030,000 $3,030,000 $0 0.0 % 395-023 WORKERS COMP. CHARGES 1,550,000 1,550,000 0 0.0% 369-040 REIMBURSEMENTS 25,000 25,000 0 0.0% 361-100 INTEREST INCOME 30,000 30,000 0 0.0% 389-030 LESS 5% EST. RECEIPTS (229,750) (231,750) (2,000) 0.9% 389-040 CASH FORWARD - OCTOBER 1 244,568 361,768 117,200 47.9% TOTAL REVENUES $4,649,818 $4,765,018 $115,200 2.5% EXPENSES: RISK MANAGEMENT OPERATIONS $686,546 $726,191 $39,645 5.8% RESERVE FOR CONTINGENCY 0 3,195 3,.195 N/A INSURANCE COVERAGES 2,412,000 2,484,360 72,360 3.0% INSURANCE CLAIMS 1,551,272 1,551,272 0 0.0% SUB -TOTAL EXPENSES $4,649,818 $4,765,018 $115,200 2.5% LESS CAPITAL OUTLAY 0 0 0 0.0% TOTAL EXPENSES_ $4,649,818 $4,765,018 $115,200 2.5 % 55 2017/2018 PROPOSED BUDGET EMPLOYEE HEALTH INSURANCE FUND 504 2016/2017 PROPOSED INCREASE % INCREASE • REVENUES: BUDGET 2017/2018 (DECREASE) (DECREASE) 381-020 FUND TRANSFER IN $39,496 $41,367 $1,871 4.7% 395-020 INSURANCE CHARGES $14,718,000 14,384,282 (333,718) (2.3)% 361-100 INTEREST $50,000 $50,000 0 0.0% 395-021 OPEB CHARGES $2,494,672 $2,494,672 0 0.0% 389-040 CASH FORWARD 851,360 0 (851,360) (100.0)% TOTAL REVENUES $18,153,528 $16,970,321 ($1,183,207) (6.5)% EXPENSES: SALARIES AND BENEFITS $81,972 $82,734 $762 0.9% EXPENSES 22,509 28,375 5,866 26.1 % INSURANCE CLAIMS 18,049,047 16,857,088 (1,191,959) (6.6)% RESERVE FOR CONTINGENCY 0 2,124 2,124 N/A TOTAL EXPENSES $18,153,528 $16,970,321 ($1,183,207) (6.5)% 2017/2018 PROPOSED BUDGET INFORMATION TECHNOLOGY FUND 505 REVENUES: 2016/2017 PROPOSED INCREASE % INCREASE BUDGET 2017/2018 (DECREASE) (DECREASE) GIS INTERDEPARTMENTAL CHARGES $325,819 $579,903 $254,084 78.0% COMP SRV INTERDEPARTMENTAL CHARGES 812,619 1,108,126 295,507 36.4% • CASH FORWARD 644,036 0 (644,036) (100.0)% TOTAL REVENUES $1,782,474 $1,688,029 ($94,445) (5.3)% EXPENSES: 103 GEOGRAPHIC INFORMATION SYSTEMS $574,580 $687,921 $113,341 19.7% 241 COMPUTER SERVICES 1,207,894 1,106,532 (101,362) (8.4)% RESERVE FOR CONTINGENCY 0 23,576 23,576 N/A SUB -TOTAL EXPENSES $1,782,474 $1,818,029 $35,555 2.0 % LESS CAPITAL OUTLAY 0 (130,000) (130,000) N/A TOTAL EXPENSES $1,782,474 $1,688,029 '($94,445) (5.3)% 56 • • MISCELLANEOUS FUNDS • • 57 EXPENSES: DISTRICT 1 2017/2018 PROPOSED BUDGET $2,500,000 $1,300,000 108.3% DISTRICT 2 2,788,408 NEW TRAFFIC IMPROVEMENT FEES 2,111,592 75.7% DISTRICT 3 3,840,875 •FUND 102 (100.0)% OTHER PROFESSIONAL SERVICES 2,000 2,000 0 0.0 2016/2017 PROPOSED INCREASE % INCREASE (5.5)% REVENUES: BUDGET 2017/2018 (DECREASE) (DECREASE) 600 LAW ENFORCEMENT FEES $150,000 $150,000 IMPACT FEES - DISTRICT 1 $625,000 $625,000 $0 0.0% 175,000 IMPACT FEES - DISTRICT 2 1,200,000 1,400,000 200,000 16.7% 500,000 IMPACT FEES - DISTRICT 3 750,000 750,000 0 0.0% 225,000 INTEREST EARNINGS 25,000 25,000 0 0.0% 125,000 LESS 5% ESTIMATED RECEIPTS (130,000) (130,000) 0 0.0% 10,000 CASH FORWARD - OCTOBER 1 5,361,283 4,732,000 (629,283) (11.7)% (59,250) TOTAL REVENUES $7,831,283 $7,402,000 ($429,283) (5.5)% EXPENSES: DISTRICT 1 $1,200,000 $2,500,000 $1,300,000 108.3% DISTRICT 2 2,788,408 4,900,000 2,111,592 75.7% DISTRICT 3 3,840,875 0 (3,840,875) (100.0)% OTHER PROFESSIONAL SERVICES 2,000 2,000 0 0.0 TOTAL EXPENSES, $7,831,283 $7,402,000 ($429,283) (5.5)% EXPENSES: 109 2017/2018 PROPOSED BUDGET $100,000 $124,200 $24,200 24.2% 120 ADDITIONAL IMPACT FEES 1,046,861 0 (1,046,861) (100.0)% 204 FUND 103 226,957 362,706 135,749 59.8% 210 PARKS & RECREATION FACILITIES 2016/2017 PROPOSED INCREASE % INCREASE 220 REVENUES: BUDGET 2017/2018 (DECREASE) (DECREASE) 600 LAW ENFORCEMENT FEES $150,000 $150,000 $0 0.0% FIRE/ EMS FEES 175,000 175,000 0 0.0% • PARKS & RECREATION FEES 500,000 500,000 0 0.0% PUBLIC BUILDINGS 225,000 225,000 0 0.0% ADMINISTRATIVE FEES 125,000 125,000 0 0.0% INTEREST EARNINGS 10,000 10,000 0 0.0% LESS 5% ESTIMATED RECEIPTS (59,250) (59,250) 0 0.0% CASH FORWARD - OCTOBER 1 1,821,068 486,156 (1,334,912) (73.3)% TOTAL REVENUES $2,946,818 $1,611,906 ($1,334,912) (45.3)% EXPENSES: 109 LIBRARY EXPANSION $100,000 $124,200 $24,200 24.2% 120 FIRE/ EMS FACILITIES 1,046,861 0 (1,046,861) (100.0)% 204 ADMINISTRATIVE EXPENSES 226,957 362,706 135,749 59.8% 210 PARKS & RECREATION FACILITIES 400,000 1,125,000 725,000 181.3% 220 LAW ENFORCEMENT 278,000 0 (278,000) (100.0)% 600 LAW ENFORCEMENT _ 895,000 0 (895,000) (100.0)% TOTAL EXPENSES $Z946,818 $1,611,906 ($1,334,912) (45.3)% • 59 2017/2018 PROPOSED BUDGET 2,440,901 2,103,671 (337,230) (13.8)% RENTAL ASSISTANCE 39,897 0 (39,897) N/A FUND 108 0 5,745 5,745 N/A TOTAL EXPENSES 201612017 PROPOSED INCREASE % INCREASE REVENUES: BUDGET 201712018 (DECREASE) (DECREASE) RENTAL REVENUES $2,560,988 $2,217,944 ($343,044) (13.4)% CASH FORWARD - OCT. 1 126,924 128,464 1,540 1.2% TOTAL REVENUES $2,687,912 $2,346,408 ($341,504) (12.7)% EXPENSES: SALARY AND BENEFITS $207,114 $236,992 $29,878 14.4% OPERATING EXPENSE 2,440,901 2,103,671 (337,230) (13.8)% CAPITAL OUTLAY 39,897 0 (39,897) N/A RESERVE FOR CONTINGENCIES 0 5,745 5,745 N/A TOTAL EXPENSES $2,687,912 $2,346,408 ($341,504) (12.7)% 201712018 PROPOSED BUDGET SECONDARY ROAD CONSTRUCTION FUND 109 REVENUES: 109031-312200 GASOLINE TAX 109031-312410 LOCAL OPTIONAL GAS TAX 109033-334400 LAP GRANT 109033-337401 FIND TRANSPORTATION GRANTS 2016/2017 PROPOSED INCREASE % INCREASE BUDGET 2017/2018 (DECREASE) (DECREASE) $165,000 $165,000 $0 0.0% 3,550,000 3,600,000 50,000 1.4% 2,452,130 0 (2,452,130) (100.0)% 90,000 0 (90,000) (100.0)% 109037-361100 INTEREST INCOME 25,000 25,000 0 0.0% 109039-389030 LESS 5% ESTIMATED RECEIPTS (187,000) (189,500) (2,500) 1.3% 109039-389040 CASH FORWARD - OCT. 1 6,416,546 2,703,499 (3,713,047) (57.9)% TOTAL REVENUES $12,511,676 $6,303,999 ($6,207,677) (49.6)% EXPENSES: Department -Capital Projects 214 SALARIES & BENEFITS $16,033 $14,886 ($1,147) (7.2)% 214 OPERATING 10,240,662 4,087,926 (6,152,736) (60.1)% 214 ROAD PROJECTS 1;619,715 1,452,000 (167,715) (10.4)% SUBTOTAL - CAPITAL PROJECTS $11,876,410 $5,554,812 ($6,321,598) (53.2)% Department -Engineering 244 SALARIES & BENEFITS $340,742 $313,709 ($27,033) (7.9)% 244 OPERATING 166,134 321,519 155,385 93.5% SUBTOTAL - ENGINEERING $506,876 $635,228 $128,352 25.3% Department -Real Estate Acquisition 247 SALARIES & BENEFITS $54,415 $52,040 ($2,375) (4.4)% 60 • • 201712018 PROPOSED BUDGET •SPECIAL LAW ENFORCEMENT FUND 112 2016/2017 PROPOSED INCREASE % INCREASE REVENUES: BUDGET 201712018 (DECREASE) (DECREASE) 112039-389040 CASH FORWARD - OCT. 1 $80,822 $0 ($80,822) (100.0)% TOTAL REVENUES $80,822 0 ($80,822) (100.0)% EXPENSES: 11260086-099040 SHERIFF - LAW ENFORCEMENT $80,822 $0 ($80,822) (100.0)% TOTAL EXPENSES $80,822 0 ($80,822) (100.0)% 2017/2018 PROPOSED BUDGET TREE ORDINANCE FINES FUND 117 REVENUES: 2016/2017 PROPOSED INCREASE % INCREASE BUDGET 2017/2018 (DECREASE) (DECREASE) 117039-389040 CASH FORWARD - OCT. 1 $150,000 $50,000 ($100,000) (66.7)% TOTAL REVENUES $150,000 $50,000 ($100,000) (66.7)% EXPENSES: • 11721072-033190 OTHER PROFESSIONAL SERVICES $140,000 $40,000 ($100,000) (71.4)% 11721072-035340 LANDSCAPE MATERIALS 10,000 10,000 0 0.0% TOTAL EXPENSES $150,000 $50,000 ($100,000) (66.7)% • 61 2017/2018 PROPOSED BUDGET TOURIST DEVELOPMENT FUND FUND 119 EXPENSES: 11914472-088750 CHAMBER OF COMMERCE, INC. 2016/2017 PROPOSED INCREASE % INCREASE REVENUES: VERO HERITAGE, INC. BUDGET 2017/2018 (DECREASE) (DECREASE) 119031-312110 DIST. II -LOC. OPT. RESORT TAX -IRC $380,000 $389,710 $9,710 2.6% 119031-312111 DIST. I -LOC. OPT. RESORT TAX -VB 525,000 538,415 13,415 2.6% 119037-361100 INTEREST INCOME 1,000 1,000 0 0.0% 119039-389030 LESS 5% ESTIMATED RECEIPTS (45,300) (46,456) (1,156) 2.6% 119039-389040 CASH FORWARD - OCT. 1 7,500 20,000 12,500 166.7% 119981-099910 TOTAL REVENUES $868,200 $902,669 $34,469 4.0% EXPENSES: 11914472-088750 CHAMBER OF COMMERCE, INC. $500,153 $551,669 $51,516 10.3% 11914472-088890 VERO HERITAGE, INC. 13,000 13,000 0 0.0% 11914572-088270 CULTURAL COUNCIL OF IRC 60,000 60,000 0 0.0% 11914572-088340 TREASURE COAST SPORTS COMM. 188,000 188,000 0 0.0% 11914572-088910 HISTORICAL SOCIETY 20,000 15,000 (5,000) (25.0)% 11914572-088804 FLORIDA ARCHERY FOUNDATION 5,000 0 (5,000) (100.0)% 11916275-088005 HISTORIC DODGERTOWN 75,000 75,000 0 0.0% 119981-099910 RESERVE FOR CONTINGENCIES 7,047 0 7,047 (100.0)% TOTAL EXPENSES $868,200 $902,669 $34,469 4.0% 2017/2018 PROPOSED BUDGET 911 SURCHARGE FUND 120 REVENUES: 2016/2017 PROPOSED INCREASE % INCREASE BUDGET 2017/2018 (DECREASE) (DECREASE) 120033-335220 WIRELESS 911 FEE $325,000 $300,000 ($25,000) (7.7)% 120033-335225 NONWIRELESS 911 250,000 230,000 (20,000) (8.0)% 120033-335228 PREPAID CELL 911 FEE 80,000 72,500 (7,500) (9.4)% 120039-389030 LESS 5% ESTIMATED RECEIPTS (32,750) (30,125) 2,625 (8.0)% 120039-389040 CASH FORWARD -OCTOBER 1ST 334,032 822,528 488,496 146.2% TOTAL REVENUES $956,282 $1,394,903 $438,621 45.9% EXPENSES: 133 SALARIES AND BENEFITS $186,470 $209,911 $23,441 12.6% 133 OPERATING EXPENSES 522,861 747,118 224,257 42.9% 133 CAPITAL 36,586 220,456 183,870 502.6% 133 RESERVES FOR CONTINGENCY 0 5,061 5,061 N/A 12060086-099040 SHERIFF -LAW ENFORCEMENT 210,365 212,357 1,992 0.9 % TOTAL EXPENSES $956,282 $1,394,903 $438,621 45.9% 62 r� • • 2017/2018 PROPOSED BUDGET RCLHAPISHIP FUND 123 EXPENSES: SALARIES AND BENEFITS $43,807 2016/2017 PROPOSED INCREASE % INCREASE REVENUES: 24,379 BUDGET 2017/2018 (DECREASE) (DECREASE) 123033-334690 STATE HOUSING INITIATIVE $916,213 $654,116 ($262,097) (28.6)% 123039-346990 SHIP PARTICPANTS RECEIPTS . 0 200,000 200,000 N/A 123039-389040 CASH FORWARD -OCT 1 269,823 296,247 26,424 9.8% 124033-334403 TOTAL REVENUES $1,186,036 $1,150,363 ($35,673) (3.0)% EXPENSES: SALARIES AND BENEFITS $43,807 $44,897 $1,090 2.5 % OPERATING EXPENSES 22,781 24,379 1,598 7.0 % GRANTS & AIDS 1,119,448 1,080,000 (39,448) (3.5)% RESERVES FOR CONTINGENCY 0 1,087 1,087 N/A TOTAL EXPENSES $1,186,036 $1,150,363 ($35,673) (3.0)% 2017/2018 PROPOSED BUDGET METRO PLAN ORGANIZATION FUND 124 REVENUES: 2016/2017 PROPOSED INCREASE % INCREASE BUDGET 201712018 (DECREASE) (DECREASE) 124033-331422 METRO PLANNING ORG GRANT $433,184 $495,000 $61,816 14.3 % 122,224 FEDERAL TRANSPORTATION GRANTS 948,704 0 (948,704) (100.0)% •124033-331400 124033-334400 STATE TRANSPORTATION GRANTS 87,722 22,545 (65,177) (74.3)% 124033-331401 SEC 5303 TRANSIT PLANNING GRANT 71,277 211,420 140,143 196.6% 124033-331400-16816 SAFE ROUTES TO SCHOOL 0 47,910 47,910 N/A 124033-334403 DOT GRANTS 300,000 0 (300,000) (100.0)% TOTAL REVENUES $1,840,887 $776,875 ($1,064,012) (57.8)% EXPENSES: SALARIES AND BENEFITS $467,492 $475,163 $7,671 1.6% OPERATING EXPENSES 122,224 163,747 41,523 34.0% CAPITAL OUTLAY 1,251,171 0 (1,251,171) (100.0)% 12420415-033490-08014 OTHER CONTRACTUAL -TDJ MAJOR UPDATE 0 128,000 128,000 N/A RESERVE FOR CONTINGENCY 0 9,965 9,965 N/A TOTAL EXPENSES $1,840,887 $776,875 ($1,064,012) (57.8)% • 63 2015/2016 PROPOSED BUDGET MULTWURISDICTION LAW ENFORCEMENT OTHER CONTRACTUAL SVC. $90,000 $50,000 ($40,000) (44.4)% • FUND 126 OTHER OPERATING SUPPLIES 5,000 5,000 0 • 12721037-035340 201612017 PROPOSED INCREASE % INCREASE 0.0% REVENUES: BUDGET 2017/2018 (DECREASE) (DECREASE) 0.0% 126035-358220 CONFISCATED PROPERTY $0 $0 $0 N/A (38.1)% 126039-389040 CASH FORWARD -OCT 1 2,750 0 (2,750) (100.0)% TOTAL REVENUES $2,750 $0 ($2,750) (100.0)% EXPENSES: AGENCIES $0 $0 $0 N/A 12660021-099040 SHERIFF - LAW ENFORCEMENT 2,750 0 (2,750) (100.0)% TOTAL EXPENSES $2,750 $0 ($2,750) (100.0)% 2017/2018 PROPOSED BUDGET NATIVE UPLANDS ACQUISITION FUND FUND 127 REVENUES: 2016/2017 PROPOSED INCREASE % INCREASE BUDGET 2017/2018 (DECREASE) (DECREASE) 127039-389040 CASH FORWARD -OCT. 1 $105,000 $65,000 ($40,000) (38.1)% TOTAL REVENUES $105,000 $65,000 ($40,000) (38.1)% EXPENSES: 12721037-033490 OTHER CONTRACTUAL SVC. $90,000 $50,000 ($40,000) (44.4)% • 12721037-035290 OTHER OPERATING SUPPLIES 5,000 5,000 0 0.0% 12721037-035340 LANDSCAPING MATERIALS 6,000 6,000 0 0.0% 12721037-035380 HERBICIDES & INSECTICIDES 4,000 4,000 0 0.0% TOTAL EXPENSES $105,000 $65,000 ($40,000) (38.1)% • 64 201712018 PROPOSED BUDGET •BEACH RESTORATION FUND FUND 128 201612017 PROPOSED INCREASE % INCREASE REVENUES: BUDGET 2017/2018 (DECREASE) (DECREASE) 128031-312110 DIST. 11 -LOC. OPT. RESORT TAX -IRC $380,000 $389,710 $9,710 2.6% 128031-312111 DIST. I -LOC. OPT. RESORT TAX -VB 525,000 538,415 13,415 2.6% 128033-334300-14007 DEP SECTOR 3 REEF. MITIGATION GRANT 900,000 0 (900,000) (100.0)% 128037-361100 INTEREST INCOME 10,000 10,000 0 0.0% 128039-381020 FUND TRANSFERS IN GF 117,554 190,499 72,945 62.1 % 128039-389030 LESS 5% ESTIMATED RECEIPTS (45,750) (46,906) (1,156) 2.5% 128039-389040 CASH FORWARD - OCT. 1 1,231,038 2,574,128 1,343,090 109.1 % 12814472-033490-05079 TOTAL REVENUES $3,117,842 $3,655,846 $538,004 17.3% EXPENSES: 201712018 PROPOSED BUDGET NEIGHBORHOOD STABILIZATION PLAN FUND 129 . REVENUES: EXPENSES: 2016/2017 PROPOSED INCREASE % INCREASE BUDGET 2017/2018 (DECREASE) (DECREASE) CASH FORWARD - OCT. 1 $62,343 $0 ($62,343) (100.0)% TOTAL REVENUES $62,343 $0 ($62,343) (100.0)% 12913854-036990-09128 INTER -DEPT CHARGES - NSP PGI $62,343 $0 ($62,343) (100.0)% TOTAL EXPENSES $62,343 0 ($62,343) (100.0)% 0 65 SALARIES AND BENEFITS $162,768 $253,999 $91,231 56.0% OPERATING EXPENSES 40,522 43,016 2,494 6.2% 12814472-033190-01024 ENVIRONMENTAL ASSESMENT 125,000 125,000 0 0.0% 12814472-033190-99007 HABITAT CONSERVATION 30,000 30,000 0 0.0% 12814472-033190-15021 SECTOR 5 BEACH RENOURISHMENT 150,000 150,000 0 0.0% 12814472-033490-05053 ARTIFICIAL REEF 25,000 25,000 0 0.0% 12814472-033490-05054 SECTOR 3 POST CONST. MONITORING 475,000 250,000 (225,000) (47.4)% 12814472-033490-05079 SECTOR 7 MONITORING 30,000 30,000 0 0.0% 12814472-033490-17001 OTHER CONT -HURRICANE MATTHEW 253,052 800,000 546,948 216.1 % 12814472-066510-17010 LAGOON PROJECT 0 75,000 75,000 N/A 12814472-066510-14007 SECTOR 3 MITIGATION REEF PROJECT 1,800,000 1,800,000 0 0.0% CAPITAL OUTLAY 26,500 67,350 40,850 154.2% RESERVES FOR CONTINGENCY 0 6,481 6,481 N/A TOTAL EXPENSES $3,117,842 $3,655,846 $538,004 17.3% 201712018 PROPOSED BUDGET NEIGHBORHOOD STABILIZATION PLAN FUND 129 . REVENUES: EXPENSES: 2016/2017 PROPOSED INCREASE % INCREASE BUDGET 2017/2018 (DECREASE) (DECREASE) CASH FORWARD - OCT. 1 $62,343 $0 ($62,343) (100.0)% TOTAL REVENUES $62,343 $0 ($62,343) (100.0)% 12913854-036990-09128 INTER -DEPT CHARGES - NSP PGI $62,343 $0 ($62,343) (100.0)% TOTAL EXPENSES $62,343 0 ($62,343) (100.0)% 0 65 2017/2018 PROPOSED BUDGET FLORIDA BOATING IMPROVEMENT PROGRAM FUND 133 REVENUES: 2016/2017 PROPOSED INCREASE % INCREASE BUDGET 2017/2018 (DECREASE) (DECREASE) 133033-335701 FL BOATING IMPROVEMENT PROGRAM $64,000 $70,000 $6,000 9.4% 133033-337710-14004 FIND-ARCHIE SMITH FISH HOUSE GRANT 75,000 0 (75,000) (100.0)% 133039-389040 CASH FORWARD - OCT. 1 221,704 282,100 60,396 27.2% TOTAL REVENUES $360,704 $352,100 ($8,604) (2.4)% EXPENSES: 13321072-033490 OTHER CONTRACTUAL SERV $15,000 $15,000 $0 0.0% 13321072-033490-16002 OTHER CONTRACTUAL SERV -DERELICT VES 13,000 0 (13,000) (100.0)% 13321072-035290 OTHER OPERATING SUPPLIES 37,100 37,100 0 0.0% 13321072-066510-14004 ARCHIE SMITH FISH HOUSE RESTORATION 200,000 300,000 100,000 50.0% 13321072-066510-16015 ROUND ISLAND RIVERSIDE IMPROVEMENTS 95,604 0 (95,604) (100.0)% TOTAL EXPENSES $360,704 $352,100 ($8,604) (2.4)% 2017/2018 PROPOSED BUDGET LIBRARY BEQUEST FUND FUND 134 REVENUES: 2016/2017 PROPOSED INCREASE % INCREASE BUDGET 2017/2018 (DECREASE) (DECREASE) 134039-389040 CASH FORWARD $2,830 $0 ($2,830) (100.0)% TOTAL REVENUES $2,830 0 ($2,830) (100.0)% EXPENSES: 13411271-035450 NORTH COUNTY LIBRARY BOOKS $2,830 $0 ($2,830) (100.0)% TOTAL EXPENSES 2,830 $0 ($2,830) (100.0)% 2017/2018 PROPOSED BUDGET DISABLED ACCESS PROGRAMS FUND 135 REVENUES: 2016/2017 PROPOSED INCREASE % INCREASE BUDGET 2017/2018 (DECREASE) (DECREASE) 135039-389040 CASH FORWARD - OCT. 1 $20,000 $20,000 $0 0.0% TOTAL REVENUES $20,000 $20,000 0 0.0% EXPENSES: 13510669-033190 OTHER PROFESSIONAL SERVICES $20,000 $20,000 $0 0.0% TOTAL EXPENSES $20,000 $20,000 $0 0.0% • • 66 • •201712018 PROPOSED BUDGET INTERGOVERNMENTAL GRANTS FUND 136 2016/2017 PROPOSED INCREASE % INCREASE REVENUES: BUDGET 2017/2018 (DECREASE) (DECREASE) 136033-331601-16802 HUD HMIS DATA GRANT $10,353 $0 ($10,353) (100.0)% 136033-331601-16804 HUD HMIS EXPANSION RENEWAL 35,400 0 (35,400) (100.0)% 136033-331601-16805 HUD COCWIDE HMIS RENEWAL 24,821 0 (24,821) (100.0)% 136033-331601-16806 HUD HMIS DATA QUALITY 27,840 10,000 (17,840) (64.1)% 136033-331601-16808 HUD ALCOHOPE RENEWAL GRANT 50,404 0 (50,404) (100.0)% 136033-331601-16809 HUD NEW CHRONICS GRANT 240,266 0 (240,266) (100.0)% .136033-331601-16810 HUD IR CHRONICS RENEWAL 74,645 0 (74,645) (100.0)% 136033-331601-16811 HUD NEW HORIZONS 2 PROGRAM 82,645 0 (82,645) (100.0)% 136033-331601-16812 HUD COCWODE TRA RENEWAL 94,272 0 (94,272) (100.0)% 136033-331601-16813 HUD COC TRA 2 GRANT 69,816 0 (69,816) (100.0)% 136033-331601-16814 HUD FAMILY STC FIRST RENEWAL 88,116 0 (88,116) (100.0)% 136033-331601-17811 HUD COCWIDE TRA 0 84,272 84,272 N/A 136033-331601-17805 HUD ALCOHOPE RENEWAL GRANT 0 34,907 34,907 NIA 136033-331601-17809 HUD HMIS EXPANSION RENEWAL 0 25,400 25,400 N/A 136033-331601-17807 HUD NEW CHRONICS RENEWAL 0 205,728 205,728 N/A 136033-331601-17812 HUD COC TRA 2 GRANT 0 59,816 59,816 NIA 136033-331601-17808 HUD IR CHRONICS GRANT 0 61,344 61,344 N/A 136033-331601-17813 HUD FAMILY RENTAL ASSISTANCE 0 78,116 78,116 N/A 136033-331601-17810 HUD DATA QUALITY RENEWAL .0 27,840 27,840 NIA 136033-331601-16814 HUD NEW HORIZONS 2 RENEWAL 0 53,616 53,616 N/A 0 27,840 TOTAL REVENUES $798,578 $641,039 ($157,539) (19.7)% EXPENSES: • 67 13616364-088871-16802 HUD HMIS DATA GRANT $10,353 $0 ($10,353) (100.0)% •13616364-088871-16805 13616364-088871-16804 HUD HUD HMIS EXPANSION RENEWAL COCWIDE HMIS RENEWAL 35,400 24,821 0 0 (35,400) (24,821) (100.0)% (100.0)% 13616364-088871-16806 HUD HMIS DATA QUALITY 27,840. 10,000 (17,840) (64.1)% 13616364-036730-16808 HUD ALCOHOPE RENEWAL GRANT 50,404 0 (50,404) (100.0)% 13616364-036730-16809 HUD NEW CHRONICS GRANT 240,266 0 (240,266) (100.0)% 13616364-036730-16810 HUD IR CHRONICS RENEWAL 74,645 0 (74,645) (100.0)% 13616364-036730-16811 HUD NEW HORIZONS 2 PROGRAM 82,645 0 (82,645) (100.0)% 13616364-036730-16812 HUD COCWIDE TRA RENEWAL 94,272 0 (94,272) (100.0)% 13616364-036730-16813 HUD COC TRA 2 GRANT 69,816 0 (69,816) (100.0)% 13616364-036730-16814 HUD FAMILY STC FIRST RENEWAL , 88,116 0 (88,116) (100.0)% 13616364-088871-17811 HUD COCWIDE TRA 0 84,272 84,272 N/A 13616364-036730-17805 HUD ALCOHOPE RENEWAL GRANT 0 34,907 34,907 N/A 13616364-088871-17809 HUD HMIS EXPANSION RENEWAL 0 25,400 25,400 N/A 13616364-088871-17807 HUD NEW CHRONICS RENEWAL 0 205,728 205,728 N/A 13616364-036730-17812 HUD COC TRA 2 GRANT 0 59,816 59,816 N/A 13616364-088871-17808 HUD IR CHRONICS GRANT 0 61,344 61,344 N/A 13616364-036730-17813 HUD FAMILY RENTAL ASSISTANCE 0 78,116 78,116 N/A 13616364-088871-17810 HUD DATA QUALITY RENEWAL 0 27,840 27,840 N/A 13616364-088871-17806 HUD NEW HORIZONS 2 RENEWAL 0 53,616 53,616 N/A TOTAL EXPENSES $798,578 $641,039 ($157,539) (19.7)% • 67 2017/2018 PROPOSED BUDGET $169,000 $155,000 ($14,000) (8.3)% TRAFFIC EDUCATION PROGRAM 1,000 1,000 0 0.0% FUND 137 206,561 0 206,561 • TOTAL REVENUES 2016/2017 PROPOSED INCREASE % INCREASE REVENUES: BUDGET 2017/2018 (DECREASE) (DECREASE) 137035-354017 TRAFFIC EDUCATION FINES $60,000 $60,000 $0 0.0% 137039-389040 CASH FORWARD - OCT.1 4,350 0 (4,350) (100.0)% 137039-389030 LESS 5% EST. RECEIPTS 3,000 3,000 0 0.0% TOTAL REVENUES $61,350 $57,000 ($4,350) (7.1)% EXPENSES: (4,929) (9.4)% 14090302-088380 IRC SCHOOL DISTRICT $48,000 $48,000 $0 0.0% ST. EDWARD'S SCHOOL 13,350 0 (13,350) (100.0)% RESERVE FOR CONTINGENCIES 0 9,000 9,000 N/A TOTAL EXPENSES $61,350 $57,000 ($4,350) (7.1)% 2017/2018 PROPOSED BUDGET COURT FACILITY SURCHARGE FUND FUND 140 REVENUES: 2016/2017 PROPOSED INCREASE % INCREASE BUDGET 2017/2018 (DECREASE) (DECREASE) 140034-348350 CIRCUIT CIVIL COURT FACILITY FEE $169,000 $155,000 ($14,000) (8.3)% 140037-361100 INTEREST EARNINGS 1,000 1,000 0 0.0% 140039-389040 CASH FORWARD -OCT 1ST 206,561 0 206,561 (100.0)% TOTAL REVENUES $376,561 $156,000 ($220,561) (58.6)% EXPENSES: 14022019-034690 MAINTENANCE - OTHER EQUIPMENT $17,109 $19,683 $2,574 15.0% • 14022019-066490 OTHER MACHINERY & EQUIPMENT 5,000 0 (5,000) (100.0)% 14022019-066510-12009 NEW COURTROOM FACILITIES 176,701 0 (176,701) (100.0)% 14022019-066510-16033 COURTHOUSE JUDGE SECURITY 24,860 0 (24,860) (100.0)% '14090101-088400 COURT ADMINISTRATOR 31,675 15,000 (16,675) (52.6)% 14090185-033190 GUARDIAN AD LITEM 52,340 47,411 (4,929) (9.4)% 14090302-088380 STATE ATTORNEY 64,741 69,647 4,906 7.6% 14090403-088390 PUBLIC DEFENDER 4,135 4,259 124 3.0% TOTAL EXPENSES $376,561 $156,000 ($220,561) (58.6)% • 68 201712018 PROPOSED BUDGET ADDITIONAL COURT COSTS FUND UND 141 EXPENSES: 14190101-088400 COURT ADMINISTRATOR $94,876 $104,461 $9,585 10.1 % 14190664-033110 LEGAL AID SERVICES 28,000 28,000 0 0.0% TOTAL EXPENSES $122,876 $132,461 $9,585 7.8 201712018 PROPOSED BUDGET COURT TECHNOLOGY FUND FUND 142 REVENUES: 2016/2017 PROPOSED INCREASE % INCREASE BUDGET 201712018 (DECREASE) (DECREASE) 142034-341100 RECORDING FEE $285,000 2016/2017 PROPOSED INCREASE % INCREASE REVENUES: 500 BUDGET 2017/2018 (DECREASE) (DECREASE) 141034-348540 ADDITIONAL COURT COSTS $84,000 $86,600 $2,600 3.1 % 141037-361100 INTEREST EARNINGS 500 500 0 0.0% 1419981-699920 CASH FORWARD - OCT.1 38,376 45,361 6,985 18.2 % TOTAL REVENUES $122,876 $132,461 $9,585 7.8 EXPENSES: 14190101-088400 COURT ADMINISTRATOR $94,876 $104,461 $9,585 10.1 % 14190664-033110 LEGAL AID SERVICES 28,000 28,000 0 0.0% TOTAL EXPENSES $122,876 $132,461 $9,585 7.8 201712018 PROPOSED BUDGET COURT TECHNOLOGY FUND FUND 142 REVENUES: 2016/2017 PROPOSED INCREASE % INCREASE BUDGET 201712018 (DECREASE) (DECREASE) 142034-341100 RECORDING FEE $285,000 $315,000 $30,000 10.5% 142037-361100 INTEREST INCOME 500 500 0 0.0 142039-389040 CASH FORWARD -OCT 1 86,459 0 (86,459) (100.0)% TOTAL REVENUES $371,959 $315,500 ($56,459) (15.2)% • EXPENSES: 14290101-088400 COURT ADMINISTRATOR $196,494 $83,795 ($112,699) (57.4)% 14290302-088380 STATE ATTORNEY 81,090 136,812 55,722 68.7% 14290403-088390 PUBLIC DEFENDER 74,737 72,913 (1,824) (2.4)% 14290185-033190 GUARDIAN AD LITEM 19,638 21,980 2,342 11.9% TOTAL EXPENSES $371,959 $315,500 ($56,459) (15.2)% r� 69 2017/2018 PROPOSED BUDGET $34,227 $14,227 ($20,000) (58.4)% LAND ACQUISITION SERIES 2006 5,773 5,773 0 0.0 %' FUND 145 25,000 25,000 0 0.0% TOTAL EXPENSES 2016/2017 PROPOSED INCREASE % INCREASE • REVENUES BUDGET 201712018 (DECREASE) (DECREASE) 145039-389040 CASH FORWARD - OCTOBER 1 $65,000 $45,000 ($20,000) (30.8)% TOTAL REVENUES $65,000 $45,000 ($20,000) (30.8)% EXPENSES: 14514639-033190 OTHER PROFESSIONAL SERVICES $34,227 $14,227 ($20,000) (58.4)% 14514639-035290 OTHER OPERATING SUPPLIES 5,773 5,773 0 0.0 %' 14514639-066390 OTHER IMPROVEMENTS EXCEPT BUILDING 25,000 25,000 0 0.0% TOTAL EXPENSES $65,000 $45,000 ($20,000) (30.8)% 201712018 PROPOSED BUDGET EAST GIFFORD STORMWATER WATERSHED M.S.B.U. FUND 171 REVENUES: 201612017 PROPOSED INCREASE % INCREASE BUDGET 2017/2018 (DECREASE) (DECREASE) 171-000-363-120.00 SERVICE ASSESSMENT $990 $990 $0 0.0% 171-000-389-030.00 LESS 5%ESTIMATED RECEIPTS (50) (50) 0 0.0% CASH FORWARD -OCTOBER 1 19,000 19,003 3 0.0% TOTAL REVENUES $19,940 $19,943 $3 0.0% EXPENSES: 17128041-066340 DRAINAGE SYSTEMS $881 $881 $0 0.0% 17128041-066340-15017 EAST GIFFORD DRAINAGE 19,000 19,000 0 0.0% 17128041-099060 BUDG TRANSFER -PROPERTY APPR 44 47 3 6.8% • 17028081-099940 COMMISSIONS AND FEES 15 15 0 0.0% $10.00 PER PARCEL ACRE IN 201712018 $10.00 PER PARCEL ACRE IN 2016/2017 $10.00 PER PARCEL ACRE IN 2015/2016 $10.00 PER PARCEL ACRE IN 2014/2015 $10.00 PER PARCEL ACRE IN 2013/2014 • 70 • 71 •2017/2018 PROPOSED BUDGET DODGER BONDS FUND 204 EXPENSES: 20411717-077110 PRINCIPAL DEBT SERVICE 2016/2017 PROPOSED INCREASE % INCREASE REVENUES: INTEREST - DEBT SERVICE BUDGET 201712018 (DECREASE) (DECREASE) 204031-312007 LOCAL OPTION TOURIST TAX $603,333 $618,750 $15,417 2.6% 204033-335190 OTHER GENERAL GOVERNMENT 500,000 500,000 0 0.0% 204039-389030 LESS 5% ESTIMATED RECEIPTS 55,167 55,938 (771) 1.4% TOTAL REVENUES $1,048,166 $1,062,812 $14,646 1.4% EXPENSES: 20411717-077110 PRINCIPAL DEBT SERVICE $520,000 $550,000 $30,000 5.8% 20411717-077210 INTEREST - DEBT SERVICE 344,050 316,750 (27,300) (7.9)% 20411717-077310 OTHER DEBT SERVICE COSTS 123,950 123,950 0 0.0% 20411717-099920 RESERVE DEBT SERVICE 60,166 72,112 11,946 19.9% TOTAL EXPENSES $1,048,166 $1,062,812 $14,646 1.4% FY 2017/2018 DEBT SERVICE AMOUNT OUTSTANDING 9/30/18 $5,665,000 PRINCIPAL $550,000 INTEREST $316,750 TOTAL DEBT SERVICE $866,750 • • 73 2017/2018 PROPOSED BUDGET DODGERTOWN CAPITAL RESERVE FUND 308 2017/2618 PROPOSED BUDGET OPTIONAL SALES TAX FUND 315 REVENUES: 201612017 PROPOSED INCREASE % INCREASE BUDGET 2017/2018 (DECREASE) (DECREASE) 315031-312610 OPTIONAL SALES TAX 2016/2017 PROPOSED INCREASE % INCREASE REVENUES: FWC GRANT -HUNTER ED CLASSROOM BUDGET 2017/2018 (DECREASE) (DECREASE) 308033-335180 HALF CENT SALES TAX $125,000 $125,000 $0 0.0% 308039-381020 OPTIONAL SALES TAX 125,000 125,000 0 0.0% 315039-389030 TOTAL REVENUES $250,000 $250,000 $0 0.0% EXPENSES: CASH FORWARD 29,348,871 16,789,736 (12,559,135) (42.8)'/. 30816275-034610-01002 MAINTENANCE BUILDINGS $125,000 $125,000 $0 0.0% 30816275-066490-01002 OTHER MACHINERY & EQUIPMENT 125,000 .125,000 0 0.0% 315-600 TOTAL EXPENSES $250.000 $250,000 $0 0.0% 2017/2618 PROPOSED BUDGET OPTIONAL SALES TAX FUND 315 REVENUES: 201612017 PROPOSED INCREASE % INCREASE BUDGET 2017/2018 (DECREASE) (DECREASE) 315031-312610 OPTIONAL SALES TAX $15,300,000 $16,500,000 $1,200,000 7.8% 315033-331700-16017 FWC GRANT -HUNTER ED CLASSROOM 144,000 0 (144,000) (100.0)% 315033-337300-16022 SJRWMD OSPREY ACRES GRANT 1,200,250 0_ (1,200,250) (100.0)% 315037-361100 INTEREST INCOME 100,000 150,000 50,000 50.0% 315039-389030 LESS 5% ESTIMATED RECEIPTS (770,000) (832,500) (62,500) 8.1 % 315039-389040 CASH FORWARD 29,348,871 16,789,736 (12,559,135) (42.8)'/. _ TOTAL REVENUES $45,323,121 $32,607,236 ($12,715,885) (281)% EXPENSES: 315-120 FIRE RESCUE 5,744,002 2,440.,600 (3,303,402) 100.0% 315-210 PARKS 3,863,385 450,000 (3,413,385) (88.4)% 315-214 ROADS AND BRIDGES 16,653,019 23,495,822 6,842,803 41.1 % 315-217 SANITARY LANDFILL 381,079 381,079 0 0.0% 315-220 BLDG OPR - COUNTY BLDGS 8,919,934 1,371,892 (7,548,042) (84.6)% 315-220 LED LIGHTING 500,000 0 (500,000) (100.0)% 315-243 STORMWATER PROJECTS 5,968,750 2,043,500 (3,925,250) (65.8)% 315-268 NORTH COUNTY SEWER -WATER 393,479 820,000 426,521 108.4% 315-600 SHERIFF 1,374,473 1,479,343 104,870 7.6% 315-700 SUPERVISOR OF ELECTIONS 1,400,000 0 (1,400,000) (100.0)% 31519981-099210 TRANSFER OUT 125,000 125,000 0 0.0% TOTAL EXPENSES $45,323,121 $32,607,236 ($12,715,885) (28.1)% • • 74 • 2017/2018 CONSTITUTIONAL OFFICERS BUDGET REQUESTS CONSTITUTIONAL OFFICERS TABLE OF CONTENTS Clerkof Circuit Court..................................................................:................................ 1-6 TaxCollector............................................................................................................. 7-10 PropertyAppraiser.................................................................................................. 11-24 Sheriff.............................................................................................................:........ 25-42 Supervisorof Elections........................................................................................... 43-52 • • CLERK OF THE CIRCUIT COURT • • '0 O L o Q U E ~U U � v� m W LS o r O LL O� CD se E WUJ = W J Q' UD 0 0 0 � N M Co O d O C C �- N N U t CL U N m N U C LO LO ol O to rl_ r N O M ap t'`) DO N O � IV O m � bf} LO LO lq- O to rl_ r N O to ap t'`) DO N O N O m � p a� EA � 3 T- N to �- to co (D O r CD "p ER 69 O m O N 3 O m a� N m o M Y CO C U L cup L c N Q U a n = � d c _o CLL co X w 'd U cn m L p 3:Q m W V r 3 JEFFREY R. SMITH, CPA, CGFO, CGMA. Clerk of Circuit Court & Comptroller Finance Department 180127' Street Vero Beach, FL 32960 Telephone: (772) M6-1945 May 1, 2017 Honorable Joseph E. Flescher, Chairman of the Board of County Commissioners and Indian River County Board of County Commissioners 1801 27th Street Vero Beach, FL 32960 Dear Chairman Flescher and County Commissioners: couNrr�o• < 11 �GET u w o o as v '�Rrn.nc. ►r Attached please find our revised budget in the amount of $1,032,814. This budget represents a 4.5% increase over the previous fiscal year budget of $988,668. • This budget increase reflects: • Net increase of 1.27 FTEs due to the addition of 2 full-time .positions in the Finance department and removal of a part-time position in the Clerk to Board department • Increase of $21,565 in insurance due to higher employer portion of health insurance and increase in staff • Increase of $9,530 in overhead due to health insurance rate increase and increase in FTEs • ® Pay increase of 3% for employees Attached are the Clerk's budget summary comparison and proposed salaries by position title. Although mandated by the State courts to replace our IT hardware and software and pay annual maintenance, we did not request funding from the Board. We continue to fund the courthouse IT Department and upgrades of new hardware and software for e -filing and redaction from recording fees in the various special revenue funds. These. funds have significantly depleted over the past several years and we may find the need to request financial assistance in the upcoming years. Should you or any member of the Board have any questions regarding my proposed budget, please let me know. erely, 611/1 q - e rth, CPA, CGFO, CGMA . erk of the Circuit Court and Comptroller cc: Jason Brown, County Administrator Mike Smykowski, Budget Director Diane Bernardo, Finance Director Elissa Nagy, Assistant Finance Director 4 • Account Name Full Time Salaried Personnel Part Time Personnel FICA FRS Insurance Workers Compensation OPEB Medicare Professional Services Travel & Meetings Postage Auto Insurance Maintenance -Office Equipment Maintenance -Automobile CAFR/PAFR Printing Office Supplies Computer Software Maintenance Fuel Subscriptions/Books Professional Dues G&A Allocation Indian River County Clerk to the Board Proposed Budget for FYE 9/30/2018 FY 2018 625,114 11,714 39,483 65,302 126,405 955 18,574 9,234 16,196 15,300* 500 1,900 5,000 1,000 4,500 8,000 5,000 1,000 500 3,130 14 FY 2017 609,233 31,972 39,755 48,219 104,840 962 16,195 9,297 18,933 17,555 1,000 950 3,000 1,250 4,250 6,000 4,500 2,000 500 3,780 • Job Description Proposed Salaries Health Insurance Life Insurance Dental Insurance Finance Director $ 100,940 $ - . $ 239 $ 397 Senior Accountant $ 57,367 $ 10,500 $ 138 $ 397 Senior Accountant $ 57,000 $ 10,500 $ 135 $ 397 Staff Accountant $ 37,492 $ 10,500 $ 90 $ 397 Internal Auditor $ 23,783 $ 2,286 $ 57 $ 119 Accounts Payable Clerk $ 28,794 $ 7,620 $ 69 $ 397 Accounts Payable Clerk $ 25,130 $ 7,620 $ 62 $ 397 Accounts Payable Clerk $ 23,566 $ 7,620 $ 57 $ 397 Accounts Receivable Clerk $ 43,855 $ 7,620 $ 104 $ 397 Payroll Clerk $ 42,472 $ - $ 102 $ 397 Financial Specialist $ 33,788 $ 10,500 $ 81 $ 397 Financial Specialist $ 20,376 $ 5,080 $ 51 $ 264 Receptionist/Multi Position Clerk $ 22,880 $ 10,500 $ 55 $ 397 Recording Secretary Supervisor $ 43,850 $ 10,500 $ 105 $ 397 Recording Secretary $ 35,971 $ 10,500 $ 86 $ 397 Recording Secretary $ 27,851 $ 7,620 $ 67 $ 397 Courier -Part Time $ 6,293 $ _ $ _ $ _ Courier -Part Time $ 5,420 $ _ $ _ $ _ Total Personnel Costs $ 636,828 $ 118,966 $ 1,498 $ 5,941 Recap FTE: Proposed FY 2018 Approved FY 2017 Full -Time Finance and Clerk to Board 14.97 13.05 0Part Time Couriers/Clerk to the Board 0.50 1.15 otal FTE 15.47 14.20 • TAX COLLECTOR • • � 0 c O U a E O U 0 0 0 O O O O c Q) O O N c � � a) N U L �U a 0 N Cm � a O m N 0 O O O U NU O O �- Co O V N a) O U U C: Q LO 00 0 N Cm � a O m N O O O O N N .0 1- 0) O N 00 v � r M co O Lf) O LO �r m W D. O O C_ a) O XN U o E v, O U � N co p E x a) a) a) j O U vim) a) m s o U r -Q O N c � `- O io c = O Q a C N 7 � � C 7 N .Q a) a`) c .r- := y E c cn a) OU a) o > N CU o CO C: to p N O. N O a a) O Q O N (UU- x U H o a) v CU Y s c aUi ~eco w Z 0 O 0 N W N E m 0 N C O 4D Cn m 00 0 0 m _ m LL 9 0 O co LO (:: Lf) fl- O O LO 00 � Ef} x - 6q 03 cn O O O O N N .0 1- 0) O N 00 v � r M co O Lf) O LO �r m W D. O O C_ a) O XN U o E v, O U � N co p E x a) a) a) j O U vim) a) m s o U r -Q O N c � `- O io c = O Q a C N 7 � � C 7 N .Q a) a`) c .r- := y E c cn a) OU a) o > N CU o CO C: to p N O. N O a a) O Q O N (UU- x U H o a) v CU Y s c aUi ~eco w Z 0 O 0 N W N E m 0 N C O 4D Cn m 00 0 0 m _ m LL 9 0 O M O O . Ln O O O LO 00 W� Ef} x - O O O O N N .0 1- 0) O N 00 v � r M co O Lf) O LO �r m W D. O O C_ a) O XN U o E v, O U � N co p E x a) a) a) j O U vim) a) m s o U r -Q O N c � `- O io c = O Q a C N 7 � � C 7 N .Q a) a`) c .r- := y E c cn a) OU a) o > N CU o CO C: to p N O. N O a a) O Q O N (UU- x U H o a) v CU Y s c aUi ~eco w Z 0 O 0 N W N E m 0 N C O 4D Cn m 00 0 0 m _ m LL 9 0 U 0 O U a x - f6 H 03 cn c a`) o. 0 c U m ~ cn c U m y (D cm a) Y m 0 O O O O N N .0 1- 0) O N 00 v � r M co O Lf) O LO �r m W D. O O C_ a) O XN U o E v, O U � N co p E x a) a) a) j O U vim) a) m s o U r -Q O N c � `- O io c = O Q a C N 7 � � C 7 N .Q a) a`) c .r- := y E c cn a) OU a) o > N CU o CO C: to p N O. N O a a) O Q O N (UU- x U H o a) v CU Y s c aUi ~eco w Z 0 O 0 N W N E m 0 N C O 4D Cn m 00 0 0 m _ m LL 9 • 11 �� � 0 O - - N �L W O O)o U I.f.zCD G. a m Q O } O LO ofN W CL E Oa • ao rdw L N o � o N (D Cl) O O m CV) (o O O C C (f} 69. ci a C J N m M CC) CC C c > w h U L � U . CLCL (D C d O eN N N rn O O Fu > F a c N co c N r M N O C cli o acn F-° �CDww L C z U U U O 69 (V C Q% (u (u CA O M O O :3 O 00 O O 3: O (0 N 0~ 0 LO 6 9 _O d) O v v N d3 O O 0 m O a O L a N O O r CO O 0( 0 O� N 609 Ef? :3 NC _0 O m -i3 N rdw L N M w co 00 (D Cl) O r � CV) CL vt K3 CD - (f} 69. ci a C J O 3 x w co C = d o n M CC) CC C c > w h .- _ Ln CLCL (D C L � O eN N N �3 ca a` Fu > F a c c r CL O C L O (D o acn F-° �CDww L C z U (V Q% (u (u CA cuY L LO :3 O LM a 3: t m co MCD r L(9 � N I o 0 0 �t Un CD O N ct Ua7 N M co co 00 (D Cl) O r � CV) coCD vt K3 T (f} 69. ci a C J O 3 x w co C = d o n M CC) CC C c > w h .- _ Ln N (D CA L � O eN N N �3 ? 69 Fu > CM co rl- � d m (> w N r � .0 to � Co � 69. ci a C J O 3 x w co C = d o n 69 N w CC C c > w O () N O O M O r CG M N r 69 cn co It M co ti I* co cl� vi 69 Q1 LO M ti et co CD N w � � 0 0 0 (A OC) O CO O r . CYj 0 0 O It ICT M O N co O O r M a U � d m (> w N NC .0 to i5 o m m A O C a _ LL w a) U Z a C J O 3 x w co C = d o n (� ° F- N w CC C c > w O O M O r CG M N r 69 cn co It M co ti I* co cl� vi 69 Q1 LO M ti et co CD N w � � 0 0 0 (A OC) O CO O r . CYj 0 0 O It ICT M O N co O O r M 0 N 00 N m a (� d m (> w N 01 .0 to M7 W N L m CO �"a o = Q U_ c Z J E L � O eN N = a ? =0 U- Fu > F a c c r O C L O (D Q F°- F-° �CDww > C z 0 N 00 N m June 1, 2017 David C. Nolte, ASA INDIAN RIVER COUNTY PROPERTY APPRAISER WE ARE HERE TO SERVE YOU! 1800 27th Street a Vero Beach, FL 32960 Michael Symkowski, Director Management & Budget 180127 1h Street Vero Beach, FL 32960 Dear Mike, JUN 0 2 201 Please find the totals for health insurance for the 2017/2018 fiscal year per your request. For the ®PEB question for Regular Retirement, I have one re -hire that is not subject to -a second retirement, therefore, only 38 of the 39 employees are classified as Regular retirement. In regards to salary increases, since at the time of our budget planning the County is unable to provide a guideline, we are placing in special contingency a provision of 3% increase in salaries. We will adjust when the guideline from your office becomes available and would like to request a letter of verification of both County pay increases as well as any provisions for merit increases included in your budget projections. We appreciate your assistance with completing our budget. Please let myself or Debbie Clemenzi know if you have further questions. Sincerely, 1&-dULA wiz«✓ Diana Staar/CFE Benefits/ Payroll Administrator Indian River County Property Appraiser (772) 567-8000 ❑ Fax: (772) 770-5087 http://www.ircpa.org U • • 14 • • June 1, 2017 Mike Smykowski, Director Management & Budget 1801 27th Street Vero Beach, FL 32960 Dear Mike, David C. Nolte, ASA �E, INDIAN RIVER COUNTY PROPERTY APPRAISER -/v oI WE ARE HERE TO SERVE YOU! 1800 27th Street o Vero Beach, FL 32960 JUN 0 2 2011 As an estimate, we project the Board's portion of the 2017-2018 Property Appraisers' budget to be as follows: General Fund $ 2,747,764 MSTU $ 131,075 Emergency Services $ 416,180 Land Bond $ 69,510 These are working figures and may change depending on the final approved budget. Respectfully submitted, kti�, &16,m M 4 Debbie Clemenzi Accounting/Budget (772) 567-8000 o Fax: (772) 770-5087 hftp:/twww.irci)a.org 15 June 1, 2017 Mike Smykowski, Director Management and Budget 1801 27th St Vero Beach, FL 32960 David C. Nolte, ASA INDIAN RIVER COUNTY PROPERTY APPRAISER e► WE ARE HERE TO SERVE YOU! 180027 1h Street a Vero Beach, FL 32960 6 JUN 0 2 1017 RE: 2017-2018 Non Ad Budget Estimates Dear Mike, We project the Board's portion of the 2017-2018 Property's Appraiser's budget for the various MSBU, Street Lighting and Solid Waste districts, to be as follows: Solid Waste $106,765 Gifford SLD 47 Roseland Rd ST SLD 302 West Wabasso MSBU 160 Vero Lake Estates MSBU 2,428 Rockridge St SLD - - --199-- Laurelwood SLD 130 Gifford SLD 1,166 Vero High SLD 1,210 Laurel CT SLD 16 Ixora Park SLD 141 Porpoise PT SLD 15 Vero Shores SLD 106 Poinciana PK SLD 204 Glendale SLD 43 Walker's Glen SLD 31 Floralton Bch SLD 25 Tierra Linda SLD 34 Whispering Pines SLD 36 Moorings SLD 625 Oceanside SLD 22 Oslo Park SLD 851 Oceanside Paving 18 Respectfully submitted, Debbie Clemenzi Accounting/Budget Total: $114.574 (772) 567-8000 a Fax: (772) 770-5087 http://www.ircoa.org • • 16 • • • June 1, 2017 David C. Nolte, ASA INDIAN RIVER COUNTY PROPERTY APPRAISER WE ARE HERE TO SERVE YOU! ("JUN 180027 th Street ®Vero Beach, FL 32960 o 2 2017 Michael R. Smykowski Director, Management & Budget 1801 27th Street Vero Beach, FL 32960 RE: 2017-2018 Budget Dear Mike, In compliance with Section 195.087, Florida Statutes, please find attached the proposed budget for the 2017-18 IRC Property Appraiser's office for the period of October 1, 2017 through September 30, 2018. This budget conforms to the requirements and specifications in the Property Appraiser's Instruction Workbook which is provided annually by the Department. I certify that the information contained herein is a true and accurate presentation of our work program during this period and of our expenditures indicated during prior periods. Sincerely, David. C Nolte ASA Property Appraiser Enclosures (772) 567-8000 a Fax: (772) 770-5087 http://www.ircaa.org 17✓ • 13114E , R. 12A4 Rule 12D-16.002, EA.0 Provisional ( BUDGET REQUEST FOR PROPERTY APPRAISERS I, David r, Nolte, the Property Appraiser of Indian River County, Florida, certify the proposed budget for the period of October 1, 2017, through September 30, 2018, contains information that is an accurate presentation of our work program during this period and expenditures during prior periods (section 195.087, F.S.). jNProperty Appraiser Signature Date • • IV] QF BUDGET REQUEST FOR PROPERTY APPRAISERS SUMMARY OF THE 2017-18 BUDGET BY APPROPRIATION CATEGORY Indian River COUNTY EXHIBIT) ACTUAL APPROVED ACTUAI. AMOUNT wj APPROPKIATION CATEGORY EXPENDITURES BUDGET EXPENDITURES REQUEST APPROVED AMOUNT % AMOUNT 2015-16 2016-17 3/31A7 2017-18 2017-18 (1) (2) (3) (4) (5) (6) (6a) (7) (8) (8a) PERSONNEL SERVICES 2,772,247 3,104,539 1,481,720 3,192,627 88,088 2.8% (Sch. 1-1A) OPERATING EXPENSES 299,218 463,200 169,410 450,050 (1 1 15o) -2.8% I (Sch. II) OPERATING CAPITAL OUTLAY 1501763 42,000 4,771 44,000 2,000 4.8% (Sch. III) I -t NON-OPERATING 72,862 72,862 -- (Sch. IV) TOTAL EXPENDITURES $3,222,228 $3,609,739 $1,655,901 $3,759,539 $149,800 4.1% NUMBER F POSITIONS 38 39 1 2.6% • • 19 BUDGET QUEST FOR PROPERTY PRAISERS SUMMARY OF TH�017-18 BUDGET BY APPRO TION CATEGORY Indian River COUNTY EXHIBIT A APPROPRIATION ACTUAL "PROVED , ACa'TUAL AMOUNT CATEGORY E7Q'ENDITURES BUDGET IWEN�TTUAES R ST AMOUNT APPROVED AMOUNT o/a 2ms-.16 2016-17 313 7-18 77 2017-18 (6- -) PERSONNEL SERVICES_ 2,772,247 _ 3,104,539 - __ 1,481,720 3,192,627 88,088 28%.._ (Sch. I --IA) PERATING EXPENSES 299,218 463,200 169,4 497,850 34,650 7.5% OPERATING CAPITAL OUTLAY 150,763 42,000 44,000 2,000 4 8% (soh. nt) P NON-OPERATING 22,800 A62 50,062 219.6% (SdL m $3,222,228 $3,632,539 $1,655,901 $3,807,39 $174,800 4.8% TOTAL EXPENDITURES NUMBER OF POSITIONS 38 39 1 26% F -Hs) COL(6)/(3) • 19 Indian River DETAIL OF PERSONNEL SERVICES SCHEDULE IA APPROVED_. s.X �ll Vl�a7 BL)DG1iT .. . j OB CICO. -_ -:.?O�16_ .� EXPENDITURES. /17, ;REQUEST'':";.' 20171 6IO' AMIOUNT. APPR(VEL)_ - f a PERSONNEL. SERVICES - ERVICES-11OFFICLAL 11 OFFICL41 123,991 124,439 62,720 124,439 12 EMPLOYEES ) 1,8851000 2,067,745 998,663 2,107,745 40,000 1.9% 13 EMPLOYEES RAR 61,096 68,350 33,347 68,350 14OVERTiME - 1.865 -- - 2,550 2,550-- --- ---15 15SPECIAL PAY 33,750 33,000 16,063 30M 1,000 3.0% 21-FWA, 2152 REGULAR 149,741 169,796 78,214 173,326 3,530 2.1% 21663 OTFM 4,674 5,229 2,551 5,229 22 RknREMENT' 2251OMCLAL 52,423 52,349 26,425 56,545 3,696 7:0% 2252EMPLOYEE 116,830 123,165 60,979 127,766 4AM 3.7% 2253 SMS/SES 37,643 72,676 24,575 52,028 (20648) 28.4% 2254 DROP 21,865 16,768 12,448 25,897 91'129 54.4% 23 LIFE 8s HEALTH INSURANCE 285,234 360,522 164,370 394,752 34,230 9.5% 4 WORICERS COMPENSATION .r 25 UNEM FLOYMENT COMP. 10,000 20,000 10,000 100.0% TOTAL PERSONNEL SERVICES I $Z,772,247 1 $3,10039 $1,481,720 $SA92,627 $881086 2.8% Post this total to Poet this total to Post this total to Post this total to CoL•(S) - (3) CGL (t7/ (3) COL(Z) BL A COL (3) Fm A Col. (4) Fix. A CoL (s) Sx. A • • • 20 • Indian River DETAIL OF OPERATING EXPENSES SCHEDULE 11 OBJECT COPE :ACTUAL EXPENDITURES 201516 APPROVED BUDGET 2016-17 ACTUAL mENDITURES 3MAT REQUEST 201,748 AMOU I oho AMOUNT APPROVED 2017.-18. (6) _ O._. (7)' OPERATING EXPENSES. 31 PROFESSIONAL SERVICES 3151 E.D.P. 3152 APPRAISAL 3153 MAPPING - -- ---- _ _ -- - LEGAL 32,191 $0,000 24,211 50,000 159 OTHERTI t3154 2 ACCOUNNG & AUDITING 15,000 1,500 15A00 33 COURT REPORTER — OTIZERCONTRACTUAL 75A00 31,250 75,000 40TRAVEL 17,532 351000 7,057 40,000 5000 14% 41 COMMUNICATIONS 322 350 138 350 42 TRANSPORTATION 4251 POSTAGE 1$026 191500 3,000 191500' 4252 FREIGHT 43 UTILITIES — 44 RENTALS & LEASES 4451 OFFICE EQUIPMENT — 4452 VEHICLES 4453 OFFICE SPACE — 4454 E.D.P. _ 45 INSURANCE & SURETY 6,650 6,650 7,600 7,600 950 14% • 21 Indian River DETAIL OF OPERATING EXPENSES SCHEDULE II < OBJECT MOUE. ACTUAL. EXPBNDYI!URES 2015x6 APPROVED BUDGE!' "..:2016-17 ± _ ' ACTUAL. EXPENDITURES .... . 3jd]/i ; _ REQUEST 20718 AMOUNT. AMOUNT APPROVED 201718 .. . ��.. (3) (4 ,(6 SREPAiR & MAINTENANCE 46M OFFICE EQUIPMENT 10,940 15,000 4,636 16,000 1,000 7% 4652 VEHICLES 4,615 6,000 1,632 6,000 4653 OFFICE SPACE 4654 H.D.P.------------ --- 93,193 - --110,000 45,045- 100,000 0,000 - A% - - -- -- 47 PRINTING & BINDING 9,735 10,000 2,529 10,000 49 OTHER CURRENT CHARGES 4951 LEGAL ADVERTISEMENTS 109 200 22 2DD 4952 AERIAL PHOTOS 25,000 25,000 - 4959 OTHER 51 OFFICE SUPPLIES 29,948 30,000 25,255 35,000 5,000 17% 52 OPERATING SUPPLIES 65,549 65,000 2,992 65,000 BOQKS & MM&17ATIONS 5451 BOOKS 2,320 1.,500 626 1,800 300 20%. 5452 SUBSCRIPTIONS _ 5453 EDUCATION 4,930 12,000 1,821 19ACD 7,400 62% 5454 DUES,IMEMBERSHIPS 3,158 12,000 91896 12,000 TOTAL OPERATING EXPENSES $299,218 $463,200 _ $169,410 $497,850 $3400 7% Post tws total to Post this total to Post this meat to Post this total to COL M- (3) COL ()/ (3) Col. (2) Fx A COL (3) Ex. A CoL (4) Ex A Col. M ft A. r� • RA • • DETAIL OF OPERATING CAPITAL OUTLAY SCHEDLII.E III Indian River OBJECT CODB .:. ACTUAL EXPENDITURES, 201516 APPROVED SUUG9T 201(x17 ACTUAL EXPENDITURES REQUEST 201 18 HMMM AMOUNT "Ic AMOUN1 APPROVW 20.17-18 AL OUTLAY 64.1HACiIINHtti'.Si PQUIPIViEN E 6451.E.D.P. 116,563 10,000 4,771 14,000 4,000 40.0% 6452 OFFICE FURNITURE 6453 OFFICE EQLIIPMHIJT 2,(100 (2,000) -100.096 6454 VEMC M 34,200 30000 30,000 66 BOOKS 68 INTANGIBLE ASSETS — TOTAL CAPITAL OUTLAY $150,769 $42,000 $9,771 $44,000 $2,000 4.8% Poet this total to Post this total to Poet this total to Past this total to Col. (5) - (3) CDL (6)/ (3) Col. (2) Ex. A Col. (3) fir. A Col. (4) Tx A Col. (S) Er. A. • 23 Posttotal to Post this total to COL M - (3) Col. oms) Col (3) Ex. A Col (5) Fx A 24 1�1 0 DETAIL OF NON-OPERATING SCHEDULE IV Indian River 44=-A. >.APPR:OVED ACTUAL AMOUNT ,. :... OB CODE lECT`. ... _ a �....- W(fEN�7TL'�JRE S 2016-16 _ _ :� ; . B _ 201-17 ...: S1'l7RE� 3/3)/17 a •... t)PS T. 201 18: Aia - AP�ROVEo 201715' I1 (2) : . ... (3} d4 . I6} (6aT . . NON-OPERATING: 91.E.D.P. CONTRACT RESERVE — 92 OTHER CONTRACT RESERVE — 93 SPECIAL CONTINGENCY 72,862 _7Z862 — 94 EMERGENCY CONTINGENCY 22, 0 (22,8 -100.0% TOTAL NON-OPERATING $23,800 $73,862 $50,062 219.696 Posttotal to Post this total to COL M - (3) Col. oms) Col (3) Ex. A Col (5) Fx A 24 1�1 0 • Homestead • Widow/Widower • Low Income Senior • 100% Total and Permanent Disability • Exemption for blind Person • First Responders or Surviving Spouse A Florida drivers license is required. File in person at: 1800 27th Street Building B Vero Beach, Florida 32960 (772) 226-1469 Hours: Sam - 5pm, Monday - Friday Note: Disclosure of your social security number is mandatory. It is required by section 196.011 (1), Florida Statutes. the social security number will be used to verify taxpayer information and homestead exemption Information submitted to property appraisers. David C. Nolte, ASA 0 r.1. n -`t. ir.Indian Property•• . wwwJrcpa.org Thank you for your service! Exemptions Department 1800 27th Street - Building B Vero Beach, Florida 32960 Office: (772) 226-1469 / Fax: (772) 770-5087 Hours: 8am - Spm, Monday - Friday 0 :itinnc fnr Snnusps c Surviving Spouse of a Totally and Surviving Spouse of a Veteran Permanently Disabled Veteran Disabled 10% or Greater The surviving spouse of an honorably The surviving spouse of a veteran who discharged veteran who had a service received the $5,000 exemption for service connected total and permanent disability is connected disability of 10% or greater is entitled entitled to keep the exemption or transfer the to carry over or apply for the same exemption. A exemption if already granted. This benefit is an surviving spouse is allowed the exemption if, exemption of up to 100% of assessed value. • The spouse was married to the veteran for Qualifications: • The surviving spouse must have been married to the veteran when he or she died. • The veteran must have been a permanent resident of Florida on January 1 of the year he or she died. • The surviving spouse must have the legal or beneficial title to the property when the veteran died and it must be the spouse's permanent residence. • If the spouse remarries, he or she does not qualify for this exemption. This exemption may be transferred if the spouse sells or moves from the homestead property and establishes a new homestead in Florida. When you apply, please bring: • A letter from the United States Government or the United States Department of Veterans Affairs (VA) that indicates he or she is the surviving spouse of a veteran who had a total and permanent disability at the time of the veteran's death; and • Death certificate of the veteran. at least 5 years at the time of death; and • The surviving spouse has not remarried; and • The veteran was a Florida resident at the time of death; and • A death certificate of the veteran is provided. It is not required that the veteran was granted the exemption prior to death, nor is it required that the veteran owned or resided on the property. Surviving Spouse of a Veteran Who Died on Active Duty Property owned and used as a homestead by the sur- viving spouse of a United States Armed Forces veteran who died from service connected causes while on active duty is exempt from taxation. The veteran must have been a permanent resident of Florida on January 1 of the year in he or she died. The surviving spouse must reside on and hold legal or beneficial title to the property and not remarry. If the surviving spouse sells or moves from the property, the exemption may be transferred to the new residence if it is the spouse's primary residence and he or she does not remarry. When you apply, please bring: • A letter from the U.S. Government or the U.S. Department of Veterans Affairs certifying the veteran died from service connected causes while on active duty; and • Marriage certificate; and • Death certificate from the branch of service; and • Proof of Florida residency for the veteran. This is an additional homestead property tax exemption for members of the active duty military or military reserves, the United States Coast Guard or its reserves, or the Florida National Guard. It is based upon the number of days in the previous calendar year that the person was deployed on active duty in support of specified operations. The Exemption for Deployed Military is different from other exemptions because there is no set dollar amount to be exempted. Rather, a prorated percentage will be exempt based on the amount of time. the service member was deployed during the previous year. A service member's spouse or designee, or a representative of his or her estate, may file an application on behalf of the service member. Qualifications: • Service member currently receives homestead exemption; and • Was deployed during the previous year on active duty outside the US, Alaska or Hawaii; and • Served in operations designated by the Florida Legislature. When you apply, please bring: • DD -214 for non active duty; • Deployment Orders for active duty; • Your travel voucher showing dates of deployment. This exemption does not renew and must be applied for annually. There is no surviving spouse carry over benefit. The homestead property of an honorably discharged veteran who has a service connected total (but not necessarily permanent) disability is exempt from taxes. The veteran may or may not be exempt from non -ad valorem special assessments. There are no income limitations to qualify for this exemption. Qualifications: Required to use a wheelchair for mobility; and • Receives financial assistance due to a disability that requires specially adapted housing. When you apply, please bring: • A letter from the United States Government or the United States Department of Veterans Affairs attesting to the disability. This benefit can carry over to a surviving spouse. Qualifications for the Surviving Spouse: • Surviving spouse must hold title as estate by entireties; and • Surviving spouse must continue to reside on the property for the benefit to carry over; and • If the spouse remarries, sells or moves from the property, he or she does not qualify or no longer qualifies if the exemption is already granted. A $5,000 exemption is available on property owned by an honorably discharged veteran with a service connected disability of 10% or greater who is a permanent and legal resident of Florida. When you apply, please bring: • A letter from the United States Government or the United States Veterans Affairs indicating that the applicant is an honorably discharged veteran with a service connected disability of 10% or greater. A surviving spouse carry over benefit is available. Please see the Surviving Spouse section of this brochure for details. An honorably discharged veteran who has a service - connected total and permanent disability is exempt from paying property tax. The veteran may or may. not be exempt from non -ad valorem special assessments. There are no income limitations to qualify for this exemption. When you apply, please bring: • A letter or certificate of disability from the United States Government or the United States Veteran Affairs indicating that the applicant is an honorably discharged veteran with a total and permanent service - connected disability with the effective date on or before January 1 of the year of application. • Total and permanent 100% card. A surviving spouse carry over benefit is available. Please see the Surviving Spouse section of this brochure for details. This benefit provides a percentage discount in property taxes equal to the percentage of an honorably discharged veteran's partial or total permanent service related disability. Qualifications: • Currently has a Homestead Exemption; and • 65 or older as of January 1; and • Has a partial or total permanent combat related disability. When you apply, please bring: • A copy of your DD -214; and • A copy of your most current rating decision from the Veterans Administration, including evidence that your disability is combat related. There is no surviving spouse carry over benefit. If you qualify for; . Veterans Disabled 10% or Greater • Total and Permanent Service -Connected Disability • Veterans Age 65 and Older with a Combat Related Disability Apply Now! You may apply before receiving the necessary documentation from the U.S. Department of Veterans Affairs. Upon receipt of the documentation, the exemption will be granted as of the date of the original application. The excess taxes paid will be refunded. Refunds of excess taxes paid are subject to a 4 year period of limitation. outh �eac Commissioner Joseph E. Flescher Board of County Commisioners Indian River County 1801 27th Street Vero Beach, FL 32960. BY HAND February 3, 2017. Re: South Beach Property Owners Association Inc., (SBPOA) 2016 Annual Report Dear Commissioner Flescher: Please find attached to this letter the SBPOA's 2016 Annual Report. The report was mailed to 2,632 South Beach property owners on December 24, 2016. Should you require additional copies or the digital version of the report, please email me a request at joseAgo`sipextra.com. On Pages 1 through 3 of the report, information is provided to the reader as to who the SBPOA is and what it stands for together with a profile of our 2016/2017 Board of Directors. On Pages 4 and 5 a summary of all the tasks undertaken by the SBPOA Board in 2016 on behalf of the 2,632 South Beach property owners is presented. Page 6 shows what tasks the SBPOA will undertake in 2017. Page 7 of the report contains the form required to renew annual membership to the SBPOA or to loin for the first time if you own roe in the South Beach. Page 8 contains a mail -in survey to guide us in our civic tasks and activities. After the attached report was printed and mailed, final 2016 South Beach and Total IRC Taxation information was made available to the SBPOA by the IRC Property Appraiser and GIS offices. Specifically, our 2,632 South Beach properties were appraised at $1.8 billion and accordingly we paid $23.1 million in property taxes into IRC government coffers. This amounts to $8,770 on a per capita basis. In contrast, the remaining 88,439 IRC properties were appraised at $20 billion and those owners paid IRC $236 million in property taxes or only $2.667 on a per capita basis. in i the rest of ine itc-; per caipita groigk. ror this anti many other reasons we n view our beach and lagoon ream as the "crown jewel" of Indian River County. Consequently, the SBPOA, now and in the future, will do everythin in its Power to preserve and protect the natural resources, quality of life and interests of bonade residential owners of the South Beach from legislative, environmental pollution and commercial pollution threats. We hope Government agencies whose actions and decisions impact the South Beach will do the same. FOR AND ON BEHALF OF THE BOARD OF DIRECTORS Jose Lambiet Secretary and Director Report Errata: Please amend Paragraph 3 of the Raison d'etre section to read `property owners paid Indian River County $20,384,532" instead of the value shown which was a preliminary CAMA market value based tax figure. Consistent with this correction Paragraph 4 should read "and on the average paid $7,774 in property taxes in 2014" This errata and correction is reflected in the available electronic version of the report. Notice and Agenda of Aimual General Meeting Notice is hereby given to Association and Individual Members of the 2017/201S SBPOA of the 2017Ammal General Meeting as follows: Date and Time: Monday May 1, 2017 from Gpm to Spin Venue Upstairs Boathouse, Quail Valley Golf Chub 2345 North Highway AlA, Vero Beach. Agenda A) Reading of the Notice of the Meeting B) Approval of the Minutes of the previous AGM C) Introduction of SBPOA Lagoon Scientific Adviser Dr. Valerie J. Paul, Ph.D., and Presentation D) Reports of Officers and Committees - President, Treasurer and Nominating Counnittee E) Election of Directors F) 2017/201S SBPOA Agenda G) Other Matters H) A4journment. Introduction of SBPOA Scientific Advisor and Board Nominees The current Board has been suecessfid in recruiting Dr. Valerie J. Patd the Head Scientist of the Smithsonian Marine Station in Fort Pierce and Director of the Smithsonian Caribbean Coral Reef Ecosystems Program as the Board's Scientific Adviser on conservation and cleanup efforts of the IR Lagoon. Dr. Paul holds a Ph.D., in Marine Biology and a BA in Biology and Chemical Ecology from UC San Diego. We welcome Dr. Paul onboard. The nominees for the 2017/201S Board of Directors are: Joanne Falzone-Chertibini, DMD Miles Conway, Ph.D Scott Davidson Walter Forman, MD Cheryl Gerstner Thomas Gillman, DDS Leigh Hoppe, Ph.D., MD Jose Lambiet. George Lamborn R illiam Liedhohn Kathleen Lundquist, Ph.D Oszkar Szentirmai, MD Ferguson Taylor Peter Tyson A detailed profile of each nominee and contribution to the South Beach is shown on Page 2 and 3. 411-4 OThe proposed slate of 14 Directors consists of seven Association, six Individual and one Association Alternate Director(s). These Directors collectively have lived in © their South Beach homes for 192 ,years, an average residency of 13.7 ,Years. Their collective investment in the South © Beach. housing market ano- u><ts to $41.1 million or an average of $2.9 million per Director home. As a result of this investment they have paid a total of $2.4 million in personal Oproperty taxes during their ten><u a of ownership or on the average $170,176 per Director. A total of 27 University degrees and professional credentials have been earned © by the 14 Directors during the tenure of their careers and practices. In general the proposed Board consists of business, medical and dental practitioners 0 with collective practice exl[)erience of 4.5S ,years or on average 32.7 -.years experience per practitioner. Profile Footnotes: Market Value based upon Computer Assisted Mass Appraisal ** As provided by IRC Property Appraiser Board Total Statistics 11 Average 1E 5' NSt. OChristopher As, JomumieFaIzo Clierubini Beach Wiles Con'"ray K:utsas City Colony L Scott Davidson Kansas City Coloiq Iin L Walter Forman White Surf Chei-yl Gerstner Surfside Terrace As L Thomas Gillman White Surf Leigh Hoppe South Beach Estate As As Jose Lambiet Treasure Cove George L. -unborn River Mews In, As' NVilliain Liedhohn Moorings Unit 2 Kadileen Lindquist Smugglers Cove Oszkar Szentirmai South Beach Estate As,, A] Ferguson Ta0or Poulmise Point Asa Peter Tyson St. Christopher Harbour As Board Total Statistics 11 Average 1E 5' BOARD OF DIRECTORS SUMMARY OF CODE OF ETHICS The purpose of this Code of Ethics (this "Code") is to ensure that the Board of Directors (the "Board" collectively or individually, each a "Director") of the South Beach Property Owners Association, Inc. ("SBPOA") acts ethically, legally and in the best interest of the organization. The SBPOA has as its mission the promotion of the interests of its members and constituents which the Board believes requires the highest form of ethical conduct by all (Board and Directors) in fact and appearance. The Board has adopted this Code to help Directors recognize and address ethical issues, foster a culture of integrity beyond reproach, accountability and legal compliance and effectively carry out their fiduciary obligations to the SBPOA. This Code establishes standards of conduct that every Director must fully understand and agree to adopt. Each Director is expected to perform his or her duties in good faith, with honesty, integrity, and openness in all dealings as a representative of the SBPOA. The Board owes the organization Duties of Care, Fiduciary and Loyalty. The Duty of Care shall provide that each Director be required to become informed of all business and civic information reasonably available before making a business and or civic decision and refrain from conduct that would injure the organization's constituents and other impacted parties or deprive them of advantage. The Duty of Fiduciary shall provide that each Director conduct him or herself to the highest standards of trust, ethical conduct and transparency towards fellow Directors, SBPOA constituents and other impacted of the South Beach community ensuring the welfare of the principals is elevated above the welfare of the Directors. The Duty of Loyalty shall provide that each Director put the SBPOA's interest ahead of those of the Director's other business, professional, political or personal interests in all matters involving the SBPOA. It is extremely important that the Board exercise great care in dealing with actual or perceived Conflicts of Interest. Directors shall disclose to the Board and avoid participating in decisions regarding situations where their personal, political and professional relationships may create actual or apparent conflicts of interest with the SBPOA. SIGNED BY THE 2016/2017 BOARD OF DIRECTORS 14 %192 .841,071,229 $2,382,458 27 458 na. 13.7 $2,93.1,659 8170,176 na. 32.7 10 1@0 PIN ffi ociation 1. 5 $669,343 $26,6n 2012- DyID, FACD, FICD Professor of Dentistry 21 lig ideal 2 25 5,9.i8,13.i308,OG5 1992- BBA, Ml3A, MS, Ph.D Economist 35 dividend 3 5 X11,047,471 $40G,180 2012- BBA hedge Fund Majiiger 26 dh idut-il 4 38 $1,303,642 292,.1:55 Since 1991- PID Radiologist 42 sociation .5 24 83,260,620 $176,453 1993- BA Real Estate 36 dividual 6 20 $1,417,149 074,631 1997-.48 Ml, DDS Dentist. ociation 7 13 $31716,400 $307,033 2004- BS, T -d- 97 Ph.D MD Qyneeologist. 25 ociation 8 12 720,267 X59,125 200:- BS, MS Journalist 31 ividual 9 7 $389,583 $22,346 2007 - WS Risk Manager 50 lividual 10 4 $3,215,71.7 $59,.115 2015- - Tour Operator 30 "ociation 11 4 X4,980,7 n $152,124 2013- BA, MA, Ph.I) Org. Psychologist 23 ,ociation ternate 4 $2,220,150 $62,851 2013- BS, DID, FACS Netwositwgeon 20 lociation 12 5 8725,000 $33,832 2012- BSC Retired CI'A Accountant. 30 ,ociation 13 26 81,466,982 $201378 1991- 13Sc Insurance Executive 39 14 %192 .841,071,229 $2,382,458 27 458 na. 13.7 $2,93.1,659 8170,176 na. 32.7 • SHERIFF • • 25 • o N00 N i f0 27 O O O O O O O O O O O CO(D m LO r- O r- N O O O st st LO O N (O IV 00 O O O O N t* N(0 qt N OO 00 O (`MO t(y O O a� a _ O O N � M co O N a) O M t- O O ti co N N (MO N M M N 0 1- b9 1 (R ( V00 M L co V�l w C Q 64 Nle cq 64 CM OD M U') � d' O O t` f` M M h O O O t` to V)M M M m �' co t` Co r- M N .N- O le O N EC O r- (O O Iq N M O O co O N \ !t 6% N O a 'a LO d O O ti O 69 t• (D O O O EA t- • O (O ICT oo O M M O m M N m T 0) rl:O C) M ti _N N O N 00 7 O (O 6%or O N co CD C6 v - r EA 64 O N O t` r O O N v- r' O LO (D d M O O O O O 66k O f� O O N N co M O O O O p LO 0) 0) LO v 64_O LO (M (D O O N p (O CV 't EA (fl N Efl co EA N m (,g r m d O sr et N 6% EA (A E C N O f6 In c fa y O O CL O L y r U N 0 = ^ O o � s ., aNi o m 3 N c d c m ea m c 3 a� U- a. a co o co E m 0 LL `' a) F- (n d W o N O N ` y., ` , , C C O d (0 (O = 0 O C� Eui y ( j C (D U • d Q cn C w` r Cl) (C O N C7 a O M H O v) F m am ice— U) 27 K. r ,�' .�1�`��? �. ------------ > t a11� p \ryC00 ',�• }r f Xr o' .r ��ra-��p3{�' t'� �i is c�d� "� ➢��firyl y a, `s�' � S q.� .9fr: do� 7iiill.7 oaLl"- Indian River County Sheriff's Office Table of Contents Annual Budget Fiscal Year 2017=2018 Page Budget Certificate 1 Revenue History 2 Breakdown by Function 3 2 Year Bud et Comparison 4 • Law Enforcement 2 Year Budget Comparison 6 Capital Outlay 7 Corrections 2 Year Budget Comparison 9 Capital Outlay 10 Court House Services 2 Year Budget Comparison 12 Capital Outlay 13 � 0 219 May 1, 2017 Indian.River County Sheriffs Office Budget Certificate As required by Chapter 30.49(2) (a), I hereby certify that the proposed expenditures for the Fiscal Year 2017-2018, are reasonable and necessary for the proper and efficient operation of the Indian River County Sheriffs Office. Further, the functional distributions are as follows: Respectfully submitted, Deryl Loar Sheriff is 1 30 Law Corrections Court Total j Enforcement Services 521 523 711 Personnel Services - 24,314,826 - - 13,915,933 2,493,977 -- - 40,724,736 - - ----- ----..-._ . -- ---- Operating Expense 41740,819 2,457,168 29,360 7,227,347 Capital Outlay 1,727,157 263,127 0 1,990,284 Total ----------------- 30,782,802 ----------------------------------- 16,636,228 ---------------------- 2,523,337 i 49,942,367 Respectfully submitted, Deryl Loar Sheriff is 1 30 .7 • • USER FEES Indian River County Sheriffs Office Revenue History Civil Process Fees Depart. of Children & Families Cases Informational Reports Fingerprinting 911 Surcharge MISCELLANEOUS Indian -River School District -- M.A.C.E. Grant V.O.C.A. Grant, Victims Of Crime Act Restitution . SCAAP Grant (Jail) Social Security Inmate Incentive TOTAL REVENUES 2 Estimated Estimated FY 16-17 FY 17-18 85,000 85,000 6,000 6,000 13,000 13,000 6,500 6,500 210,365 212,357 _493;130---- -- - -- ----------52-4,-4a5- --------524,-49510,000 10:000 0 52,220 94,888 1,000 100 45,000 0 31,000 26,000 953,215 968,340 31 Indian River County Sheriff's Office Breakdown by Function PERSONNEL SERVICES EXECUTIVE SALARY REGULAR SALARIES OVERTIME INCENTIVE INCENTIVE, SHERIFF FICA RETIREMENT LIFE &HEALTH INSURANCE WORKER'S COMPENSATION OTHER POST EMPLOYMENT BENEFITS Total Personnel Services OPERATING EXPENSES PROFESSIONAL SERVICES CONTRACTED SERVICES INVESTIGATIONS TRAVEL/TRANSPORTING PRISONERS COMMUNICATION SERVICES POSTAGE & FREIGHT UTILITIES RENTALS &LEASES INSURANCE REPAIRS & MAINTENANCE PRINTING & BINDING COMMUNITY AWARENESS/EMP DEVEL OTHER CHARGES & OBLIGATIONS OFFICE SUPPLIES OPERATING SUPPLIES PUBLICATIONS & MEMBERSHIPS Total Operating Expense EQUIPMENT/FU RNITURE/MACHINERY Total Capital Outlay TOTAL LAW CORRECTIONS COURT TOTAL ENFORCEMENT SERVICES 521 523 711 133,402 0 0 133,402 15,552,966 8,824,630 1,629,786 26,007,382 491,100 275,000 5,900 772,000 243,140 122,292 19,020 384,452 1,440 0 0 1,440 1,251,817 701,598 126,623 2,080,038 2,864,400 1,767,014 329,206 4,960,620 2,821,067 1,646,985 278,011 4,746,063 348,448 216,182 42,855 607,485 607,046 362,232 62,576 1,031,854 24,314,826 13,915,933 2,493,977 40,724,736 180,072 659,109 0 839,181 11032,832 858,528 5,800 1,897,160 57,190 0 0 57,190 4,360 56,200 0 60,560 276,695 18,025 0 294,720 29,185 7,350 350 36,885 4,582 0 0 4,582 59,679 31,364 3,150 94,193 679,930 20,035 150 700,115 425,679 327,200 0 752,879 1,200 0 0 1,200 31,650 0 0 31,650 0 0 0 0 100,535 43,511 4,000 148,046 1,812,561 433,659 15,510 2,261,730 44,669 2,187 400 47,256 4,740,819 2,457,168 29,360 7,227,347 1,727,157 263,127 0 1,990,284 1,727,157 263,127 0 1,990,284 30,782,802 15,636,228 2,523,337 49,942,367 3 • •� 32 • er County Sheriffs Office dget Comparison 011 EXECUTIVE SALARY 012 REGULAR SALARIES 014 OVERTIME 015 INCENTIVE 016 INCENTIVE, SHERIFF 021 FICA 022 RETIREMENT 023 LIFE & HEALTH INSURANCE 026 WORKER'S COMPENSATION ***** OTHER POST EMPLOYMENT BENEFITS TOTAL PERSONNEL SERVICES 031 PROFESSIONAL SERVICES 034 Indian Rh - - - 035 INVESTIGATIONS - - 040 2 Year Bu 041 COMMUNICATION SERVICES OF POSTAGE & FREIGHT Object Description Code RENTALS & LEASES er County Sheriffs Office dget Comparison 011 EXECUTIVE SALARY 012 REGULAR SALARIES 014 OVERTIME 015 INCENTIVE 016 INCENTIVE, SHERIFF 021 FICA 022 RETIREMENT 023 LIFE & HEALTH INSURANCE 026 WORKER'S COMPENSATION ***** OTHER POST EMPLOYMENT BENEFITS TOTAL PERSONNEL SERVICES 031 PROFESSIONAL SERVICES 034 CONTRACTED SERVICES - - - 035 INVESTIGATIONS - - 040 TRAVEL/TRANSPORTING PRISONERS 041 COMMUNICATION SERVICES 042 • POSTAGE & FREIGHT 043 UTILITIES 044 RENTALS & LEASES 045 INSURANCE 046 REPAIRS & MAINTENANCE 047 PRINTING & BINDING 048 COMMUNITY AWARENESS/EMP. DEVEL. 049 OTHER CHARGES & OBLIGATIONS 051 OFFICE SUPPLIES 052 OPERATING SUPPLIES 054 PUBLICATIONS & MEMBERSHIPS TOTAL OPERATING EXPENSE 064 EQUIPMENT/FURNITURE/MACHINERY CAPITAL OUTLAY TOTAL BUDGET COMPARISON Approved Requested Change °% Budget Budget 2016-2017 2017-2018 132,941 133,402 461 0.35°% 24,144,480 26,007,382 1,862,903 7.72°% 642,900 772,000 129,100 20.08°% 384,452 384,452 0 0.00°% 1,440 1,440 0 0.00°% 1,938,859 2,080,038 141,179 7.28°% 4,469,542 4,960,620 491,078 10.99°% 41211,687 4,746,063 534,376 12.69°% 491,091 607,485 116,394 23.70°% 955,220 1,031,854 76,634 8.02°% 37,372,612 40,724,736 3,352,124 8.97°% 866,441 839,181 (27,260) 1,771,946 1,897,160 125,214 7.07°% -30,690- - - --- 57;190- -26,500 -- -86.35°%- - 53,420 60,560 7,140 13.37°% 290,366 294,720 4,354 1.50°% 37,045 36,885 (160) -0.43°% 4,650 4,582 (68) -1.46°% 112,940 94,193 (18,747) -16.60°% 650,232 700,115 49,883 7.67°% 685,585 752,879 67,294 9.82°% 10,050 1,200 (8,850) -88.06°% 31,995 31,650 (345) -1.08°% 0 0 0 0.00°% 153,107 148,046 (5,061) -3.31% 2,029,838 2;261,730 231,892 11.42°% 44,589 47,256 2,667 5.98°% 6,772,894 7,227,347 454,453 6.71% 1,149,283 1,990,284 841,001 i 73.18°% 1,149,283 1,990,284 841,001 73.18°% 45,294,789 49,942,367 4,647,578 10.26% 4 33 -LAW ENFORCEMENT • • • 34 A 35 Indian River County Sheriff's Office OF q . Law Enforcement Component �F Object Description Current Requested Code Budget Budget 2016-2017 2017-2018 011 EXECUTIVE SALARY 132,941 133,402 012 REGULAR SALARIES 14,237,607 15,552,966 014 OVERTIME 350,000 491,100 015 INCENTIVE 243,140 243,140 016 INCENTIVE, SHERIFF 1,440 1,440 021 FICA 1,151,516 1,251,817 022 RETIREMENT 2,551,043 2,864,400 023 LIFE & HEALTH INSURANCE 2,481,162 2,821,067 026 WORKER'S COMPENSATION 280,343 348,448 ** OTHER POST EMPLOYMENT BENEFITS 552,601 607,046 TOTAL PERSONNEL SERVICES 21,981,793 24,314,826 031 PROFESSIONAL SERVICES 149,222 180,072 034 CONTRACTED SERVICES 932,654 1,032,832 035 INVESTIGATIONS 30,690 57,190 040 TRAVEL 4,720_ 4,360 041 COMMUNICATION SERVICES 274,808 276,695 • 042 POSTAGE & FREIGHT 043 UTILITIES 29,345 4,650 29,185 4,582 044 RENTALS & LEASES 66,055 59,679 045 INSURANCE 629,797 679,930 046 REPAIRS & MAINTENANCE 388,385 425,679 047 PRINTING & BINDING 10,050 1,200 048 COMMUNITYAWARENESS/EMP DEVEL. 31,995 31,650 049 OTHER CHARGES & OBLIGATIONS 0 051 OFFICE SUPPLIES 105,596 100,535 052 OPERATING SUPPLIES 1,583,154 1,812,561 054 PUBLICATIONS & MEMBERSHIPS 41,502 44,669 TOTAL OPERATING EXPENSE 4,282,623 4,740,819 064 EQUIPMENT/FURNITURE/MACHINERY 1,016,143 1,727,157 CAPITAL OUTLAY 1,016,143 1,727,157 TOTAL COMPONENT 521-LAW ENFORCEMENT 27,280,559 30,782,802 A 35 INDIAN RIVER COUNTY SHERIFF'S OFFICE BUDGET FY 2017-2018 CAPITAL OUTLAY Current Operations Request Comp. Name Description No. Cost Total 6441 6443 6444 Total No. Auto Radio Other Law Enforcement Information Technologies Unit Aerial Search and Documentation Platfor 1 9,960 9,960 0 0 9,960 301 Replacement Workstations 62 11600 99,200 0 0 99,200 99,200 301 Replacement Laptop 45 2,500 112,500 0 0 112,500 112,500 301 Replacement Laser Printers 6 1,100 6,600 0 0 6,600 6,600 301 Off-site Storage Server for Backup 1 38,700 38,700 0 0 38,700 38,700 301 Brocade EndPoint Switches/GBICs 1 37;340 37,340 0 0 37,340 37,340 301 Security Training Software 1 13,250 13,250 0 0 13,250 13,250 301 Group Policy Management 1 20,000 20,000 0 0 20,000 20,000 301 DataWorks Replacements 1 10,695 10,695 0 0 10,695 10,695 301 APC for Server Room 1 5,350 5,350 0 0 5,350 5,350 301 IA Pro Software 1 12,000 12,000 0 0 12,000 12,000 Fleet Management 304 Tire Machine Balancer 1 18,259 18,259 0 0 18,259 18,259 304 Vehicles &Associated Equipment 1 617,798 617,798 617,798 0 0 617,798 Crime Scene Unit 402 Aerial Search and Documentation Platfor 1 9,960 9,960 0 0 9,960 9,960 402 Replacement Digital Camera 1 4,600 4,600 0 0 4,600 4,600 402 Honda EU2000 Port Inv Generator 1 1,200 1,200 0 0 1,200 1,200 402 ProFoto High Speed Sync Lighting 1 3,990 3,990 0 0 3,990 3,990 402 80MM Trajectory Targets 1 1,336 1,336 0 0 1,336 1,336 402 Lima Laboratory Edition 1 2,450 2,450 0 0 2,450 2,450 402 Oxygen Forensic Det Ent Edition 1 8,899 8,899 0 0 8,899 8,899 402 BlackLight 1 2,400 2,400 0 0 2,400 2,400 402 Cellebrite UFED 4PC 1 9,085 9,085 0 0 9,085 9,085 Road Patrol 601 P25 Migration Radios 1 691,545 691,545 0 0 691,545 691,545 1,727,1571 617,798 01 1,109,3591 1,727,157 TOTAL LAW ENFORCEMENT 1 1,727,1571 617,7981 01 1,109,3591 1,727,157 7 • CORRECTIONS • 37 Indian River County Sheriff's Office Corrections Component OF , Object Description Current Code Budget 012 REGULAR SALARIES 014 OVERTIME 015 INCENTIVE 021 FICA 022 RETIREMENT 023 LIFE & HEALTH INSURANCE 026 WORKER'S COMPENSATION ** OTHER POST EMPLOYMENT BENEFITS TOTAL PERSONNEL SERVICES 031 PROFESSIONAL SERVICES 034 CONTRACTED SERVICES 035 INVESTIGATIONS 040 TRANSPORTING PRISONERS 041 COMMUNICATION SERVICES 042 POSTAGE & FREIGHT 043 UTILITIES 044 RENTALS &LEASES 045 INSURANCE 046 REPAIRS & MAINTENANCE 047 PRINTING & BINDING 048 COMMUNITYAWARENESS/EMP. DEVEL. 049 OTHER CHARGES & OBLIGATIONS 051 OFFICE/JANITORIAL SUPPLIES 052 OPERATING SUPPLIES 054 PUBLICATIONS & MEMBERSHIPS TOTAL OPERATING EXPENSE 064 EQUIPMENT/FURNITURE/MACHINERY TOTAL CAPITAL OUTLAY TOTAL COMPONENT 523 - CORRECTIONS 0 2016-2017 8,365,996 275,000 119,532 666,288 1,635,700 1,478,491 178,807 345,692 13,065,506 628,569 833,492 0 48,700 15,558 7,350 0 43,735 20,285 297,200 0 0 0 43,511 431,054 2,687 2,372,141 130,340 130,340 15,567,987 Requested Budget 2017-2018 8,824,630 275,000 122,292 701,598 1,767,014 1,646,985 216,182 362,232 13,915,933 659,109 858,528 56,200 18,025 7,350 31,364 20,035 327,200 43,511 433,659 2,187 2,457,168 263,127 263,127 16,636,228 • • 38 • INDIAN RIVER COUNTY SHERIFF'S OFFICE BUDGET FY 2017-2018 CAPTTAL OUTLAY Current Operations Request Comp. Name Description No. Cost Total 6441 6443 6442 Total No. Auto Radio Jail Corrections 13,738 901 Operations Security System Camera Upgrades n Booking CSOG First Aid Kits 902 Booking Current Operations Request Comp. Name Description No. Cost Total 6441 6443 6442 Total No. Auto Radio Jail Corrections 13,738 901 Operations Security System Camera Upgrades 902 Booking CSOG First Aid Kits 902 Booking CSOG Crowd/Riot Control Gear 902 Booking CSOG H&K NP7A1 SMG Weapons 902 Booking Guardian RFID Inmate Management System 903 Transportation Vehicles and related equipment 904 Maintenance M71 Locking Control System 906 Medical EKG Machine 906 Medical Electronic Medical Record System TOTAL CORRECTIONS • � 0 10 1 13,738 13,738 0 0 13,738 13,738 2 1,278 2,556 0 0 2,556 2,556 1 12,886 12,886 0 0 12,886 12,886 2 2,000 4,000 0 0 4,000 4,000 1 95,929 95,929 0 0 95,929 95,929 1 49,218 49,218 49,218 0 0 49,218 1 36,000 36,000 0 0 36,000 36,000 1 2,450 2,450 0 0 2,450 2,450 1 46,350 46,350 0 0 46,350 46,350 0 0 0 0 0 263,127 49,218 0 213,909 2637127 263,127 49,218 0 213,909 263127 39 COURT SERVICES • • 40 lie TOTAL COMPONENT 711 -COURT SERVICES 2,325,460 12 Requested Budget 2017-2018 1,629,786 5,900 19,020 126,623 329,206 278,011 42,855 62,576 2,493,977 0 5,800 350 3,150 150 4,000 15,510 400 29,360 0 0 2,523,337 41 yJ� Indian River County Sheriff's Office w Court Services Component Object Description Current Code Budget 2016-2017 012 REGULAR SALARIES 1,467,638 014 OVERTIME 5,900 015 INCENTIVE 19,020 021 FICA 114,324 022 RETIREMENT 277,406 023 LIFE & HEALTH INSURANCE 234,429 026 WORKER'S COMPENSATION 31,828 OTHER POST EMPLOYMENT BENEFITS 54,445 TOTAL PERSONNEL SERVICES 2,204,990 031 PROFESSIONAL SERVICES 88,650 034 CONTRACTED SERVICES 5,800 035 INVESTIGATIONS 0 040 TRAVEL 0 041 COMMUNICATION SERVICES 0 042 POSTAGE & FREIGHT __ 350 043 UTILITIES 0 044 RENTALS & LEASES 3,150 • 045 INSURANCE 150 046 REPAIRS & MAINTENANCE 0 047 PRINTING & BINDING 0 048 COMMUNITYAWARENESS/EMP. DEVEL. 0 049 OTHER CHARGES & OBLIGATIONS 0 051 OFFICE SUPPLIES 4,000 052 OPERATING SUPPLIES 15,170 054 PUBLICATIONS & MEMBERSHIPS 400 TOTAL OPERATING EXPENSE 117,670 064 EQUIPMENT/FURNITURE/MACHINERY 2,800 TOTAL CAPITAL OUTLAY 2,800 lie TOTAL COMPONENT 711 -COURT SERVICES 2,325,460 12 Requested Budget 2017-2018 1,629,786 5,900 19,020 126,623 329,206 278,011 42,855 62,576 2,493,977 0 5,800 350 3,150 150 4,000 15,510 400 29,360 0 0 2,523,337 41 INDIAN RIVER COUNTY SIIER_IFF'S OFFICE • BUDGET FY 2017 -2018 CAPITAL OUTLAY cF �G Current Operations Request Comp. Name Description No. Cost Total 6441 6443 6444 Total No. Auto Radio Other Court Services 0 0 0 0 0 0 0 0 0. +M 0 TOTAL COURT SERVICES 0 0 0 0 0 13 • 42 43 • c O O f0 Q C 0 O U v o, d � W m Oo L O O E Q N Q' 0 0 0 OO. O O O a0 as � C6 O o C c O (6 LU U L �U O a NCD - o 7 a) rl- O O (A� co 69. m cNn L0 C �-- O M a) U c a) _ 0 O LO Lr) O.' I,- `Lr) O O M ix O cr- d) m E 00 O ch% ,r ER E O Lo M N r` O o00 O 00 O I,- O d EA C' Qfl Q' a) co O O mC6 co It Cf m ti N 64 O N - O N c O O f0 Q C 0 O U v o, d � W m Oo L O O E Q N Q' 0 O U*) cfl r c(o c C.0 M CD 61% N 613, N O O M CD LO 66, N M N M r tf3 ti Cfl N (0 CD cfl co 04 61) Ir: 6e? 0 N co N co LL 45 C O U N LU O c O NCD - o 7 a) (D coE c Q U c Q O U N � c LU a) �-- O 0 O U*) cfl r c(o c C.0 M CD 61% N 613, N O O M CD LO 66, N M N M r tf3 ti Cfl N (0 CD cfl co 04 61) Ir: 6e? 0 N co N co LL 45 Leslie R. Swan Supervisor of Elections Indian River County April 28, 2017 The Honorable Joseph Flescher, Chairman Board of County Commissioners Indian River County 180127th Street, Building A Vero Beach, FL 32960-3388 Dear Chairman Flescher: C APR .2 g 1017 I respectfully submit the attached FY 2017 — 2018 proposed budget for the Supervisor of Elections Office in the amount of $1,323,254. During the upcoming fiscal year, the Elections Office will deploy our new voting system, beginning with the November 2017 Municipal Elections. Several factors will affect the Supervisor of Elections budget during the 2017- 2018 fiscal year. The annual ES&S software licensing and hardware maintenance costs for the new voting system is 32% higher than our prior voting system, an increase of $29,417. Maintenance costs for the Sequoia Voting System were lower, because we were not paying maintenance fees for our 75 AVC Edge touchscreen voting machines. As you are aware, in 2008 all counties in Florida were required to utilize paper ballots, thus creating a surplus of touchscreen voting machines available for voters with disabilities. With the surplus, it was not prudent to pay maintenance fees since numerous backup units were available. In addition, the Elections Office was only being charged annual maintenance costs for one Optech 400C mail ballot tabulator. The second Optech 400C mail ballot tabulator had been on loan, without charge, from Sequoia Voting Systems. Another budget factor is the need to print new mail ballot stationary to conform to the paper specifications of the new voting system as well as the automatic mail ballot inserter equipment. The Elections Office will mail approximately 26,000 ballots during the next fiscal year, and the stationary costs are $7,500, including mailing envelopes and certificate envelopes for civilian and military voters • • • April 28, 2017 Page Two (2) A third factor affecting the proposed budget is the relocation of three polling sites which require voters to receive new voter information cards. Per F.S. 97.071(3) In the case of a change of name, address of legal residence, polling place address, or party affiliation, the supervisor shall issue the voter a new voter information card. New voter cards are mandated to be mailed to over 17,000 voters. The cost of printing new cards and postage is $12,000. My proposed budget is an increase of $40,997 which includes the increased ES&S software licensing and hardware maintenance costs, new mail ballot stationary, voter cards for the relocation of three polling sites, a full-time warehouse manager, and the expenses associated with the implementation of a new voting system. Please do not hesitate to contact me with any questions regarding my proposed budget. Sincerely, • Leslie R. Swan Supervisor of Elections Enclosures cc: Michael Smykowski 0 47 z 3 a H M w W J Cn W J IT C) C) It N N C M O N E Or tv-- a0o �c Ce) O 'p w ti CD cr) to V- cli ON CM 0 CM 00 (D M N co Cf) coN O 0 C Q N d w Ca Gp L n M p 0-0 .M N O C. CA ti N O CCM c co C7 co E ON F- yr N O CL U-1 K N U Q W o ti LO LO CD coo O d L Co CIL r- rn O Mco CD U CQ = N O m E C T LO d h lL4 O W Q' �_ W E rn � U-) rn M E ti LO co += ti CCN co CL K . W o r O = w ;. 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O 00 (O N r N N N M M V �' I to h T T T-' to M to M M M T < a N M M (� M M M to r m h N N M 07 h M m r CL z N M M '7 V' to h 00 w m r r r r N • CONT'D FROM FIRST PAGE 2017/2018 PROPOSED BUDGET NON -DEPARTMENTAL AGENCY BUDGET REQUESTS PAGE NUMBER DEPT. NAME 2016/2017 BUDGET 2017/2018 REQUEST ADMIN. RECOMMEND. INCREASE. (DECREASE) PERCENTAGE CHANGE QUASI -NON-PROFIT ORGANIZATIONS 221-230 110 SENIOR RESOURCE ASSOCIATION, INC. COMMUNITY TRANSPORTATION COORDINATOR $800,000 $1,362,908 $1,000,000 $200,000 25.00% 231-240 110 SRA -SENIOR SERVICES -MEALS & DAYCARE (requested after 3/31 $121,208 $123,000 $123,000 .$1,792 1.48% 241-250 110 GIFFORD YOUTH ACHIEVEMENT CENTER, INC. $93,600 $96,500 $95,519. $1,919 2.05 % 251-260 110 PROGRESSIVE CIVIC LEAGUE OF GIFFORD $12,185 $12,185 $12,185 $0 0.00 % 261-264 110 HUMANE SOCIETY OF VERO BEACH & IRC, FL., INC. $395,547 $425,000 $395,547 $0 0.00% 265-276 110 TREASURE COAST HOMELESS SERVICES COUNCIL, INC. $15,270 $15,270 $15,270 $0 0.00% SUB -TOTAL $1,437,810 $2,034,863 $1,641,521 $203,711 14.17% DOR/ SLOSBERG DRIVER EDUCATION SAFETYACT 277-284 110 INDIAN RIVER COUNTY SCHOOL DISTRICT $48,000 $48,000 $48,000 $0 0.00% 110 ST. EDWARD'S SCHOOL $13,350 $0 $0 ($13,350) (100.00)% SUB -TOTAL $61,350 $48,000 $48,000 ($13,350) (21.76)% GRAND TOTAL $5,496,091 $6,387,696 $5,872,898 $376,807 6.86 F:\Budget\Carol\l Excel Documents\20172018Budget\Non Depart Agency Bud Requests 1718 L_J NEW HORIZONS OF THE TREASURE COAST ,q INC. • 0 ger egs AGENCY REQUEST FOR FUNDING FROM Indian River COUNTY APR 13 1017 FISCAL YEAR 2017/2018 A. Program Cover Page • New Horizons of the Treasure Coast, 0[T 0�\ Agency: Inc. Telephone: (772) 468-5600 Contact Person: John Romano Fax: (772) 468-5606 Title: CEO/President E -Mail: jromano@nhtcinc.org Address: 4500 W. Midway Road Ft. Pierce, FL. 34981 Website Address: www.nhtcinc.org Program Title: Mental Health and Substance Abuse I certify that information contained in this application accurately reflects the activities of this agency and that the expenditures or portions thereof for which County funds are being requested are not reimbursed by any othe sourc . John Romano, CEO/President Sig Print name and title :=description of the Program for which funding is requested: This application secures match funding necessary to leverage funding from the Department of Children and Families through their contract with Southeast Florida Behavioral Health Network (SEFBHN). The funds requested will be used to provide services to Indian River County residents ranging from emergency stabilization provided 24/7 to intensive community based programs. (A Program Description of all services, locations, and service times is attached.) In the attached report, "Units of Service Report with State Rate" the results for 10/1/15-9/30/16 are detailed with specific services provided and number of • residents accessing these services. The match grant funding provided by IRBOCC in FY15/16 leveraged $2,971,948 of State funded services. summary Report Amount requested from Indian River County for 2017/2018: $ 301,530 Total Proposed Program budget for 2017/2018: $ 4,537,155 Percent of total Program budget: 7% Current Funding (2016/2017) $ 287,172 Dollar increase / (decrease) in request: $ 14,358 Percent increase / decrease in request: 5% UGJL II IGICdSCU Z:) -/o Or more The demand for mental health and substance abuse services by indigent county residents continues to increase as reflected in the attached Units of Service Report. This coupled with increasing salaries and the higher cost of doing business in Indian River County, making the need for additional funding ever more urgent. New Horizons respectfully requests a 5% increase in funding for the fiscal year 2017/18. The Organization's Board of Directors has approved this application on (date): Per attached By -Laws page 8-9: President has the authority to sign documents on behalf of Board of Directors with one other officer. Funding request will presented to the BOD at the nex eeting on 4/26/17. • Patricia Austin Name of Vice Chair of the Board Signature John Romano, President/CEOn Name of Exec. Director/CEO gnatufe fu 3 B. Organizational Capability 1. Provide the mission statement and vision of your organization: Mission StatPmnnt- New Horizons of the Treasure Coast and Okeechobee delivers accessible behavioral and primary health care services to children, adults and families to achieve mental and physical wellness, thereby improving the quality of life in our community. I/icinn• New Horizons of the Treasure Coast and Okeechobee will become the preferred provider by having engaged employees delivering evidence based and best practices, and by expanding services in response to the needs of the community. 2. Provide a brief summary of your organization, including areas of expertise, accomplishments and population served. New Horizons began as a Mental Health clinic over 59 years ago, providing mental health and substance abuse services for children, adults and their families. New Horizons provides a wide array of behavioral healthcare services for residents of Indian River County ranging from community support services such as housing, case management, psychosocial rehabilitation; as well as psychiatric services, to inpatient crisis stabilization, and detoxification units. These services are made available to county residents based on need regardless of their ability to pay. C, New Horizons provides quality services, some of which are evidence based or best practice models. Services are measured for effectiveness and meaningfulness to the client and their families and there is a • continuous quality improvement model that is followed and reviewed. In 2014, New Horizons opened a Primary Health Clinic, geared toward providing a holistic healthcare to those with mental health challenges. Specifically in Indian River County, New Horizons opened the Indian River Learning Center in 2016 with the help of an Impact 100 grant. The Learning Center is designed to provide psychosocial rehabilitation to those challenged with severe mental health issues. New Horizons is licensed by the Agency for Health Care Administration (AHCA), Department of Children and Family (DCF) and is accredited by the Commission on Accreditation of Rehabilitation Facilities (CARF). 3. Briefly list any certifications and/or accreditations obtained by your agency. New Horizons currently manages 25 programs funded by the Florida Department of Children & Families (through Southeast Florida Behavioral Health Network) and/or the Agency for Health Care Administration to provide mental health and substance abuse services. New Horizons is also accredited by the Commission on Accreditation of Rehabilitation Facilities (CARF). 4 • • B. Organization Capability (Continued) 4. How does your program differ from similar ones provided in the community? How cin the- nrnnram.c complement those offered by other agencies? New Horizons has developed diversified evidence based and best practice programs for the benefit of assisting individuals through to recovery and resiliency. New Horizons has the broadest continuum of behavioral healthcare available to the residents of Indian River County. As a long standing community provider and leader in mental health and substance abuse services, New Horizons understands and values collaboration. New Horizons is involved with community partners on initiatives such as CIT Training (Crisis Intervention Team Training for Law Enforcement), Zero Suicide Initiative, Mental Health Court, Indian River County Mental Health Collaborative, and working with other providers on community system of care issues. We work collaboratively with other service and healthcare organizations in the county, specifically through the participation in the Indian River County Mental Health Collaborative. 5. Please describe the staffing requirements of these programs. Be specific in irdicatina the numhar nt para proressional positions and paid support staff positions. Staffing patterns are based on the licensure, statutory, and/or regulatory requirements which prescribe staffing patterns required in order to provide quality behavioral healthcare. Program staffing requirements are also specific to contracts such as the ones with the Department of Children and Families. Currently there are 368 FTEs of which 258 are clinical/direct service and 110 are support. v. L -,u 11--f prugidmz; uunzu vownreersr IT yes, please bnet/y describe. New Horizons is fortunate to have a diverse and robust volunteer program which includes clinical, administrative and trade partners that are committed to the agency's mission and serving the residents of Indian River County. Various collaborative agreements with institutions of higher education provide rotations through the inpatient units providing invaluable experience. Over 8,000 volunteer hours are received annually. t. uescriptlon of the countywide purpose the funds will be used for. This application is submitted to request match funding in order to provide community based behavioral healthcare to the indigent residents of Indian River County and leverage funding from DCF (through the subcontract with Southeast Florida Behavioral Health Network) as per statutes (FS 394.76, FS 394.674 and FS 394.459). The funds requested will be used to address solely Indian River County residents' ongoing needs. The enclosed services report details the type and frequency of services provided, to the residents of Indian River County. 5 C. Board of Directors 1. Name: Chief Deputy Garry Wilson, Chair Pat Austin -Novak, Vice Chair Nicholas Brown, Secretary Kim Johnson Carlos Bonet Laura Murray Kathryn Hensley Greg Pickett Diamond Litty John Romano • Address: 4700 West Midway Road, Fort Pierce, FL 34981 3744 NW Pin Oak Drive, Jensen Bch, FL 34957 264 SW Egret Landing, Port St Lucie, FL 34953 5908 Spring Lake Terrace, Fort Pierce, FL 34951 910 SW Worcester Lane, Port St. Lucie, FL 34953 309 SE 8th Ave, Okeechobee, FL 34974 4204 Okeechobee Road, Fort Pierce, FL 34947 2025 Spring Place, Vero Beach, FL 32963 9690 Landings Drive, Port St. Lucie, FL 34983 4500 West Midway Road, Ft. Pierce, FL 34981 — --o yuui oudiu ui uirecrors ser me poiicies for your agency? The Board of Directors has six specific responsibilities common to each member. The primary responsibility is that of establishing the general policies that govern the operation of the organization. a. rs mere a quorum requirement for board members attendance at your agency board meetings? A majority of the Directors of the Board is required to constitute a quorum for the transaction of business. Directors shall be deemed as present at such meeting if a telephone, or similar communication equipment, by means of which all persons participating in the meeting is able to communicate their vote. ,+. r -wase expiain the rotating volunteer structure of your Board members and officers Directors shall be elected for no more than four (4) consecutive three (3) year terms. As nearly as possible, one third (1/3) of the Directors shall be elected annually to hold office for three (3) years. C7 • 1 0 • New Horizons of the Treasure Coast, Inc. 2017 BOARD OF DIRECTORS Garry Wilson, Chair Fort Pierce, Florida 34981 Patricia Austin -Novak, Vice Chair Jensen Beach, Florida 34957 Vacant, Treasurer Nicholas Brown, Secretary Port St. Lucie, Florida 34953 Carlos Bonet, Director Port St. Lucie, Florida 34953 Diamond Litty Port St. Lucie, Florida 34986 Greg Pickett, Director Vero Beach, Florida 32963 (Cathryn Hensley, Director Port St. Lucie, Florida 34983 Laura Murray, Director Okeechobee, Florida 34974 Kim Johnson, Director Fort Pierce, FL 34951 John Romano, President/CEO Fort Pierce, Florida 34981 7 D. Finances 1. Does your Board approve the annual budget and review regular financial reports of the ooeratina ouager ana capital tunds? How often is this review conducted? The Board of Directors approves the budget annually as well as any amendments necessary throughout the year. The Board also reviews financial statements and capital fund expenditures at each of its bimonthly meetings. In addition, the annual audit and tax returns are presented to the Board of Directors by the independent auditor and after review and discussion approved by the Board. 2. Does any outside organization (such as a governmental unit) conduct periodic evaluations of tha agencys tinances, management or programs? If yes, list the agencies. Commission on Accreditation of Rehabilitation Facilities, Department of Children and Families, Agency for Health Care Administration, Southeast Florida Behavioral Health Network, Substance Abuse Mental Health Services Administration, and Magellan Health Care have all conduct such evaluations on a periodic basis. 3. Are there any pending legal actions, claims, or disputes against your agency? None 4. Check the financial year (agency's fiscal year) that you are using for this budget report. X July 1 — June 30 January 1 — December 31 Other, please specify • • • E • • • E. FINANCIALS TOTAL AGENCY BUDGET AGENCY/PROGRAM NAME: NEW HORIZONS OF THE TREASURE COAST, INC. REVENUES FY 15/16 10/1/15 TO 9/30/16 ACTUAL FY 16/17 10/1/16 TO 2/28/17 ACTUAL5 MONTHS FY 15/16 03/01/17 TO 9/30/17 EST. (7) MONTHS TOTAL FY 2016/2017 FY p�C1l%'Z(11 10/1/17 TO 9/30/18 PROPOSED BUDGET 1 Contributions - restricted $199,155.00 $13,447.00 $25,000.00 $38,447.00 $30,000.00 2 Special events 3 Legacies/Bequests 4 Supplemental fundraising $18,637.00 $22,033.00 $10,000.00 $32,033.00 $20,000.00 5 United Way of IRC 5a. United Wa of Martin Co. 5b. United Way of St. Lucie Co. 6 Membership dues 7 Program service fees $6,069,900.00 $2,719,081.00 $3,806,713.40 $6,525,794.40 $7,306,462.00 8 Profit on sales to public 9 1 Investment income $51,137.00 $3,056.00 $4,278.40 $7,334.40 $5,000.00 10 10ther income $116,882.00 $573,524.00 $25,000.00 $598,524.00 $55,700.00 10a. Other income -State $13,142,263.00 $5,755,786.00 $7,858,100.40 $13,613,886.40 $14,138,746.00 10b. Other income - Count & Local $2,327,371.00 $831,103.00 $1,163,544.20 $1,994,647.20 $2,451,068.00 10c. Other income - Medications $1,057,202.00 $419,737.00 $587,631.80 $1,007,368.80 $960,000.00 10d. Other income - Federal Grant $321,655.00 $135,435.00 $219,609.00 $355,044.00 $418,821.00 11 Reserve funds available for operating 12 TOTAL REVENUES $23,304,202.00 $10,473,202.00 $13,699,877.20 $24,173,079.20 $25,385,797.00 EXPENDITURES 13 Salaries $12,825,791.00 $5,620,758.00 $7,469,061.20 $13,089,819.20 $14,913,439.00 14 Employee Benefits $1,052,531.00 $457,823.00 $670,952.20 $1,128,775.20 $1,114,615.00 15 Payroll Taxes/Unemployment Comp. $2,148,539.00 $972,567.00 $1,331,593.80 $2,304,160.80 $2,351,787.00 16 Professional fees $2,319,098.00 $910,481.00 $1,064,673.40 $1,975,154.40 $1,860,171.00 17 ISupplies $91,789.00 $42,000.00 $53,800.00 $95,800.00 $98,775.00 18 Telephone $243,193.00 $122,177.00 $141,047.80 $263,224.80 $277,992.00 19 Postage and shipping $27,518.00 $9,666.00 $13,532.40 $23,198.40 $31,360.00 20 Occupancy (Buildings & Grds. $1,007,661.00 $468,902.00 $656,462.80 $1,125,364.80 $1,142,550.00 21 Utilities $278,645.00 $114,820.00 $160,748.00 $275,568.00 $289,600.00 22 Insurance $509,632.00 $161,154.00 $225,615.60 $386,769.60 $398,493.00 23 Rental and Maint. Equipment $266,145.00 $123,993.00 $173,590.20 $297,583.20 $299,685.00 24 Printing and publications $26,212.00 $12,202.00 $17,082.80 $29,284.80 $31,760.00 25 Travel and transportation $169,268.00 $70,153.00 $98,214.20 $168,367.20 $168,855.00 26 Staff/volunteer development $37,032.00 $13,069.16 $18,296.82 $31,365.98 $26,000.00 27 Specific assist. - individuals $703,305.00 $338,572.00 $474,000.80 $812,572.80 $833,391.00 28 Membership dues $28,416.00 $17,440.00 $24,416.00 $41,856.00 $32,800.00 29 Awards and grants 30 Payments to affiliated organizations 31 Miscellaneous expenses $78,295.00 $38,038.00 $53,253.20 $91,291.20 $89,023.00 31a. Miscellaneous expenses - Food Sery $280,273.00 $123,026.00 $187,236.40 $310,262.40 $305,405.00 31 b. Miscellaneous expenses - Pharmacy $1,378,304.00 $623,162.00 $872,426.80 $1,495,588.80 $1,223,935.00 31 c. $0.00 $0.00 $0.00 $0.00 32 TOTAL EXPENSES $23,471,647.00 $10,240,003.16 $13,706,004.42 $23,946,007.58 $25,489,636.00 F. FINANCIALS AGENCY: TOTAL PROGRAM BUDGET NEW HORIZONS OF THE TREASURE COAST. INC. • • 10 REVENUES FY 15/16 10/1/15 TO 9/30/16 ACTUAL FY 16/17 10/1/16 TO 2/28/17 ACTUAL5 MONTHS FY 15/16 03/01/17 TO 9/30/17 EST. (7) MONTHS TOTAL FY 2016/2017 FY 2016/2017 10/1/17 TO 9/30/18 PROPOSED BUDGET 1 Contributions - restricted $100,000.00 $0.00 $0.00 $0.00 $0.00 2 Special events $0.00 3 Legacies/Bequests $0.00 4 Supplemental fundraising $3,410.57 $2,400.00 $0.00 $2,400.00 $3,000.00 5 United Way of IRC $0.00 5a. United Wa of Martin Co. $0.00 5b. United Way of St. Lucie Co. $0.00 6 Membership dues $0.00 7 Program service fees $1,110,791.70 $497,591.82 $696,628.55 $1,194,220.38 $1,300,550.24 8 Profit on sales to public $0.00 9 Investment income $0.00 10 Other income $0.00 $0.00 $0.00 $0.00 $0.00 10a. Other income - State $2,405,034.13 $1,053,308.84 $1,438,032.37 $2,491,341.21 $2,544,974.28 10b. Other income - County & Local $195,942.48 $83,180.40 $133,846.16 $217,026.56 $137,505.00 10c. Other income - Medications $193,467.97 $76,811.87 $107,536.62 $184,348.49 $170,880.00 10d. Other income - IRC Match $281,541.00 $119,655.00 $167,517.00 $287,172.00 $301,530.00 11 Reserve funds available for operating 12 TOTAL REVENUES $4,290,187.85 $1,832,947.93 $2,543,560.70 $4,376,508.64 $4,458,439.52 EXPENDITURES 13 Salaries $2,347,119.75 $1,028,598.71 $1,366,838.20 $2,395,436.91 $2,654,592.14 14 Employee Benefits $192,613.17 $83,781.61 $122,784.25 $206,565.86 $198,401.47 15 Payroll Taxes/Unemployment Comp. $393,182.64 $177,979.76 $243,681.67 $421,661.43 $418,618.09 16 Professional fees $444,394.93 $166,618.02 $194,835.23 $361,453.26 $331,110.44 17 Supplies $16,797.39 $7,686.00 $9,845.40 $17,531.40 $17,581.95 18 Telephone $44,504.32 $22,358.39 $25,811.75 $48,170.14 $49,482.58 19 Postage and shipping $5,035.79 $1,768.88 $2,476.43 $4,245.31 $5,582.08 20 Occupancy (Buildings & Grds. $184,401.96 $85,809.07 $120,132.69 $205,941.76 $203,373.90 21 Utilities $50,992.04 $21,012.06 $29,416.88 $50,428.94 $51,548.80 22 Insurance $93,262.66 $29,491.18 $41,287.65 $70,778.84 $70,931.75 23 Rental and Maint. Equipment $48,704.54 $22,690.72 $31,767.01 $54,457.73 $53,343.93 24 Printing and publications $4,796.80 $2,232.97 $3,126.15 $5,359.12 $5,653.28 25 Travel and transportation $30,976.04 $12,838.00 $17,973.20 $30,811.20 $30,056.19 26 Staff/volunteer development $6,776.86 $2,391.66 $3,348.32 $5,739.98 $4,628.00 27 Specific assist. - individuals $128,704.82 $61,958.68 $86,742.15 $148,700.82 $148,343.60 28 Membership dues $5,200.13 $3,191.52 $4,468.13 $7,659.65 $5,838.40 29 Awards and grants $0.00 $0.00 $0.00 $0.00 $0.00 30 Payments to affiliated organizations $0.00 $0.00 $0.00 $0.00 $0.00 31 Miscellaneous expenses $14,327.99 $6,960.95 $9,745.34 $16,706.29 $15,846.09 31 a. Miscellaneous expenses -Food Sery $51,289.96 $22,513.761 34,264.26 $56,778.02 $54,362.09 31 b. Miscellaneous expenses -Pharmacy $252,229.63 $114,038.65 $159,654.10 $273,692.75 $217,860.43 31c. 32 TOTAL EXPENSES $4,315,311.40 $1,873,920.58 $2,508,198.81 $4,382,119.39 $4,537,155.21 • • 10 G. SALARIES Title of Position New Position (yes or no) No. of Hrs. per week FY 2015/2016 Actual FY 2016/2017 Budget FY 2017/2018 Projected Budget Percentage of proposed increase ACCOUNTANT 1 NO 40 $31,942 $32,594 $32,920 1.00% 2 1ACCOUNTANT II NO 40 $42,000 $50,000 $50,500 1.00% 3 ADDICTIONS PROFESSIONA NO 20 $18,000 $20,000 $20,200 1.00% 4 ADDICTIONS PROFESSIONA NO 20 $18,000 $20,000 $20,200 1.00% 5 ADDICTIONS PROFESSIONA NO 20 $22,789 $23,254 $23,487 1.00% 6 ARNP NO 40 $115,000 $131,000 $132,310 1.00% 7 IARNP NO 40 $0 $0 $118,000 8 ARNP NO 40 $0 $0 $118,000 9 ARNP NO 40 $0 $0 $115,000 10 ARNP - CONTRACTED NO 36 11 ARNP - CONTRACTED NO 32 12 ARNP - CONTRACTED NO 18 13 ASSISTANT PROGRAM MAN NO 40 $38,745 $35,190 $35,542 1.00% 14 ASSISTANT PROGRAM MAN NO 40 $39,585 $33,000 $33,330 1.00% 15 ASSISTANT PROGRAM MAN NO 40 $33,000 $33,208 $33,540 1.00% 16 JASST TEAM LEADER NO 40 $38,000 $42,000 $42,420 1.00% 17 BUDGETO& CONTRACT MGR NO 40 $46,557 $47,507 $47,982 1.00% 18 CAP NO 24 $19,385 $19,781 $19,979 1.00% 19 CASE. MANAGER, ADULT NO 40 $37,262 $38,022 $38,403 1.00% 20 CASE MANAGER, ADULT NO 20 1 $28,986 $29,578 $29,873 1.00% 21 CASE MANAGER, ADULT NO 40 $29,402 $30,002 $30,302 1.00% CASE MANAGER, ADULT NO 40 $29,402 $30,002 $30,302 1.00% CASE MANAGER, ADULT NO 40 $37,935 $38,709 $39,096 1.00% 24 CASE MANAGER, ADULT NO 40 $34,959 $35,672 $36,029 1.00% 25 CASE MANAGER, ADULT NO 40 $35,081 $35,797 $36,155 1.0.0% 26 ICASE MANAGER, ADULT NO 40 $29,964 $30,576 $30,882 1.00% 27 CASE MANAGER, ADULT NO 40 $33,165 $33,842 $34,180 1.00% 28 CASE MANAGER, ADULT NO 40 $29,402 $30,002 $30,302 1.00% 29 CASE MANAGER, ADULT NO 40 $29,964 $30,576 $30,882 1.00% 30 CASE MANAGER, ADULT NO 40 $29,402 $30,002 $30,302 1.00% 31 CASE MANAGER, ADULT NO 40 $29,402 $30,002 $30,302 1.00% 32 CASE MANAGER, ADULT NO 20 $28,986 $29,578 $29,873 1.00% 33 CASE MANAGER, CHILDREN NO 40 $29,400 $30,000 $30,300 1.00% 34 CASE MANAGER, CHILDREN NO 40 $29,400 $30,000 $30,300 1.00% 35 CASE MANAGER, CHILDREN NO 40 $29,400 $30,000 $30,300 1.00% 36 ICASE MANAGER, CHILDREN NO 40 $29,400 $30;000 $30,300 1.00% 37 CASE MANAGER, CHILDREN NO 40 $29,400 $30,000 $30,300 1.00% 38 CASE MANAGER, CHILDREN NO 40 $29,400 $30,000 $30,300 1.00% 39 CASE MANAGER, CHILDREN NO 40 $29,400 $30,000 $30,300 1.00% 40 CASE MANAGER, CHILDREN NO 40 1 $31,514 $32,157 $32,478 1.00% 41 CASE MANAGER, CHILDREM YES 40 $0 $0 $30,000 42 CASE MANAGER, INTENSIV NO 40 $29,985 $30,597 $30,903 1.00% 43 ICASE MANAGER, INTENSIV NO 40 $29,402 $30,002 $30,302 1.00% CASE MANAGER, INTENSIVE NO 40 $29,414 $30,014 $30,315 1.00% CASE MANAGER, INTENSIVE NO 40 $29,985 $30,597 $30,903 1.00% 4CASE MANAGER, INTENSIVE NO 40 $29,964 $30,576 $30,882 1.00% 47 CHIEF CLINICAL OFFICER NO 40 $0 $110,000 $111,100 1.00% 48 ICHIEF FINANCIAL OFFICER NO 40 $91,764 $93,637 $94,573 1.00% 49 ICHIEF INFORMATION OFFIC NO 40 $82,000 $86,000 $86,860 1.00, Title of Position New Position (yes or no) No. of Hrs. per week FY 2015/2016 Actual FY 2016/2017 Budget FY 2017/2018 Projected Budget Percentage of proposed increase 50 CLINICAL COORDINATOR NO 40 $0 $34,008 $34,348 1.00% 51 CLINICAL COORDINATOR NO 40 $0 $34,008 $34,348 1.00°/ 52 ICLINICAL COORDINATOR NO 40 $0 $34,008 $34,348 1.00.4 W 53 CLINICAL COORDINATOR NO 40 $0 $34,008 $34,348 1.00%- 54 COMMUNITY OUREACH CO NO 40 $0 $13,520 $13,655 1.00% 55 CONTROLLER NO 0 $55,000 $0 $0 0.00% 56 COOK NO 40 $18,346 $18,720 $18,907 1.00% 57 ICOOK NO 40 $21,220 $21,653 $21,869 1.00% 58 COOK NO 40 $19,854 $20,259 $20,462 1.00% 59 COOK NO 40 $18,713 $19,094 $19,285 1.00% 60 COOK NO 40 $18,713 $19,094 $19,285 1.00% 61 CORP COMPLIANCE & PI MP NO 40 $58,000 $61,630 $62,246 1.00% 62 ICOUNSELOR ASSISTANT NO 16 $8,154 $8,320 $8,403 1.00% 63 COUNSELOR ASSISTANT NO 40 $24,950 $25,459 $25,714 1.00% 64 COUNSELOR ASSISTANT NO 16 $8,154 $8,320 $8,403 1.00% 65 COUNSELOR ASSISTANT NO 16 $9,238 $9,427 $9,521 1.00% 66 COUNSELOR ASSISTANT NO 8 $4,631 $4,726 $4,773 1.00% 67 ICOUNSELOR ASSISTANT NO 40 $20,800 $20,800 $0 68 COUNSELOR ASSISTANT NO 8 1 $4,281 $4,368 $4,412 1.00% 69 COUNSELOR ASSISTANT NO 40 $32,125 $32,781 $33,109 1.00% 70 COUNSELOR ASSISTANT NO 32 $22,210 $22,664 $22,890 1.00% 71 COUNSELOR ASSISTANT NO 40 $31,310 $31,949 $32,268 1.00% 72 ICOUNSELOR ASSISTANT NO 40 $29,659 $30,264 $30,567 1.00% 73 ICOUNSELOR ASSISTANT NO 40 $20,800 $20,800 $21,008 1.00% 74 ICOUNSELOR ASSISTANT NO 40 $21,199 $21,632 $21,848 1.00 75 ICOUNSELOR ASSISTANT NO 20 $10,600 $10,816 $10,924 1.00% 76 ICOUNSELOR ASSISTANT NO 40 $21,403 $21,840 $22,058 1.00% 77 COUNSELOR ASSISTANT NO 40 $20,384 $20,800 $21,008 1.00% 78 COUNSELOR ASSISTANT NO 8 $4,160 $4,160 $4,202 1.00% 79 COUNSELOR ASSISTANT NO 16 $8,320 $8,320 $8,403 1.00% 80 COUNSELOR ASSISTANT NO 4 $2,080 $2,080 $2,101 1.00% 81 COUNSELOR ASSISTANT NO 10 $5,200 $5,200 $5,252 1.00% 82 ICOUNSELOR ASSISTANT NO 8 $4,160 $4,160 $4,202 1.00% 83 ICOURIER NO 20 $10,396 $10,608 $10,714 1.00% 84 ICOURIER NO 20 $12,480 $12,480 $12,480 0.00% 85 DATA ENTRY NO 20 $13,718 $13,998 $14,138 1.00% 86 DIRECTOR OF FUND DEVEL NO 40 $62,620 $80,000 $80,000 0.00% 87 DIRECTOR OF HUMAN RES NO 1 40 $96,602 $98,574 $99,559 1.00% 88 DISCHARGE PLANNER NO 40 $27,987 $28,558 $28,844 1.00% 89 IDIVISION DIRECTOR, OP NO 40 $77,522 $79,104 $79,896 1.00% 90 IDIVISION DIRECTOR, STABII NO 40 $81,967 $83,640 $84,477 1.00% 91 1 DO/MD CONTRACT NO 12 92 JEMERGENCY SCREENER I NO 40 $30,576 $31,200 $31,512 1.00% 93 JEMERGENCY SCREENER II NO 40 $41,583 $42,432 $42,856 1.00% 94 JEMERGENCY SCREENER II NO 40 $43,112 $43,992 $44,432 1.00% 95 JEMERGENCY SCREENER II NO 40 $44,458 $45,365 $45,818 1.00% 96 JEMERGENCY SCREENER II NO 1 32 $30,527 $31,150 $31,462 1.0 00% 97 EMERGENCY SCREENER II NO 32 $28,277 $28,854 $29,142 1.00% 98 EMERGENCY SCREENER II NO 32 $29,940 $30,551 $30,857 1.00% 99 EMERGENCY SCREENER II NO 40 $34,653 $35,360 $35,714 1.00% 100 101 EMERGENCY SCREENER II EMERGENCY SCREENER 11 NO NO 32 40 $36,593 $39,504 $37,340 $40,310 $37,714 $40,714 1.00"' 1.001° Title of Position New Position (yes or no) No. of Hrs. per week FY 2015/2016 Actual FY 2016/2017 Budget FY 2017/2018 Projected Budget Percentage of proposed increase 102 EMERGENCY SCREENER II NO 8 $8,969 $9,152 $9,244 1.00% EMERGENCY SCREENER it NO 1 16 $13,861 $14,144 $14,285 1.00% EMERGENCY SCREENER II NO 4 $4,160 $4,160 $4,202 1.00% 5 EMERGENCY SCREENER II NO 4 $3,465 $3,536 $3,571 1.00% 106 EMERGENCY SCREENER II NO 4 $4,160 $4,160 $4,202 1.00% 107 EMERGENCY SCREENER II NO 4 $3,465 $3,536 $3,571 1.00% 108 EMERGENCY SCREENER III NO 40 $40,768 $41,600 $42,016 1.00% 109 EMERGENCY SCREENER III NO 40 $34,653 $35,360 $35,714 1.00% 110 EMERGENCY SCREENER III NO 40 $36,691 $37,440 $37,814 1.00% 111 1 EXECUTIVE ASSISTANT NO 40 $37,190 $29,120 $29,411 1.00% 112 IFACILITATOR NO 4 $4,160 $4,160 $0 0.00% 113 1 FACILITATOR NO 4 $4,160 $4,160 $0 0.00% 114 FACILITATOR NO 4 $4,160 $4,160 $0 0.00% 115 FACILITY SERVICES MANAG NO 40 $54,674 $55,790 $56,347 1.00% 116 FLOOR TECH NO 40 $18,713 $19,094 $19,285 1.00% 117 FOOD SERVICES COORDIN NO 40 $31,685 $32,332 $32,655 1.00% 118 FORENSIC SPECIALIST NO 40 $29,985 $30,597 $30,903 1.00% 119 FORENSIC SPECIALIST NO 40 $30,870 $31,500 $31,815 1.00% 120 FORENSICE SPCIALIST .15 NO 6 $7,690 $7,847 $7,925 1.00% 121 FORENSICE SPCIALIST .15 NO 6 $6,115 $6,240 $6,302 1.00% 122 HOUSEKEEPER NO 40 $18,713 $19,094 $19,285 1.00% 123 HOUSEKEEPER NO 40 $18,753 $19,136 $19,327 1.00% 124 HOUSEKEEPER NO 40 $18,713 $19,094 $19,285 1.00% 125 HOUSEKEEPER NO 40 $18,713 $19,094 $19,285 1.00% HOUSEKEEPER NO 20 1 $9,173 $9,360 $9,454 1.00% HOUSEKEEPER 709 NO 40 $18,713 $19,094 $19,285 1.00% 128 1HOUSEKEEPER LEAD NO 40 $20,466 $20,883 $21,092 1.00% 129 1HOUSEKEEPER, CCSU NO 40 $18,346 $18,720 $18,907 1.00% 130 1HOUSEKEEPER, CCSU NO 16 $7,338 $7,488 $7,563 1.00% 131 IHOUSING LIAISON II NO 40 $30,596 $31,221 $31,533 1.00% 132 HUMAN RESOURCES ASSIS NO 24 $15,398 $15,712 $15,869 1.00% 133 HUMAN RESOURCES GENEI NO 40 $40,381 $41,205 $41,617 1.00% 134 INTAKE SPECIALIST/TRANSI NO 40 $30,454 $31,075 $31,386 1.00% 135 LCSW NO 40 $37,508 $47,842 $48,321 1.00% 136 LCSW NO 40 $46,305 $47,250 $47,723 1.00% 137 LCSW YES 40 $0 $0 $46,000 138 LCSW NO 32 $56,576 $56,576 $56,576 0.00% 139 LEAD CASE MANAGER, CHIL NO 40 $32,000 $32,000 $32,320 1.00% 140 LEAD OFFICE MANAGER NO 40 $35,096 $35,813 $36,171 1.00% 141 LEAD PREVENTION SPECIAI NO 40 $32,627 $33,293 $33,626 1.00% 142 LICENSED MENTAL HEALTH NO 40 $45,759 $46,693 $47,160 1.00% 143 ILICENSED MENTAL HEALTH NO 40 $46,087 $47,028 $47,498 1.00% 144 ILICENSED MENTAL HEALTH NO 8 $8,624 $8,800 $8,888 1.00% 145 ILICENSED MENTAL HEALTH NO 40 $46,087 $47,028 $47,498 1.00% 146 ILICENSED MENTAL HEALTH NO 40 $48,126 $49,108 $49,600 1.00% 147 ILICENSED MENTAL HEALTH NO 24 $27,097 $27,650 $27,927 1.00% LICENSED MENTAL HEALTH NO 40 $44,862 $45,778 $46,235 1.00% LICENSED MENTAL HEALTH NO 40 $43,866 $44,762 $45,209 1.00% 150 LICENSED MENTAL HEALTH YES 40 $0 $0 $44,000 0.00% 151 LPN NO 20 $19,874 $20,280 $20,483 1.00% 152 LPN NO 40 $36,406 $37,149 $37,520 1.00'13 153 1 LPN YES 40 $0 Tn I ORa9 n1R Title of Position New Position (yes or no) No. of Hrs. per week FY 2015/2016 Actual FY 2016/2017 Budget FY 2017/2018 Projected Budget Percentage of proposed increase 154 LPN YES 40 $0 $0 $40,966 155 LPN YES 20 $0 $0 $20,280 156 LPN NO 40 $35,346 $36,067 $36,428 1.00° 157 LPN NO 32 $28,277 $28,854 $29,142 1.00% 158 LPN NO 32 $27,722 $28,288 $28,571 1.00% 159 LPN NO 32 $28,831 $29,420 $29,714 1.00% 160 LPN NO 32 $29,940 $30,551 $30,857 1.00% 161 LPN NO 32 $29,793 $30,401 $30,705 1.00% 162 LPN NO 32 $33,185 $33,862 $34,201 1.00% 163 LPN NO 16 $13,861 $14,144 $14,285 1.00% 164 LPN NO 10 $9,096 $9,282 $9,375 1.00% 165 LPN NO 4 $3,536 $3,536 $3,536 0.00% 166 LPN NO 4 $3,536 $3,536 $3,536 0.00% 167 LPN NO 4 $3,536 $3,536 $3,536 0.00% 168 LPN NO 8 $7,072 $7,072 $7,072 0.00% 169 LPN NO 8 $7,072 $7,072 $7,072 0.00% 170 LPN NO 8 $7,072 $7,072 $7,072 0.00% 171 LPN NO 8 $7,072 $7,072 $7,072 0.00% 172 LPN/RN NO 40 $34,653 $35,360 $35,714 1.00% 173 MAINTENANCE SPECIALIST NO 20 $12,230 $12,480 $12,605 1.00% 174 MAINTENANCE SPECIALIST NO 40 $26,316 $26,853 $27,121 1.00% 175 MAINTENANCE SPECIALIST NO 40 $30,576 $31,200 $31,512 1.00% 176 IMEDICAL DIRECTOR NO 40 $220,000 $229,500 $259,500 13.07% 177 MEDICAL RECORDS TECH NO 40 $26,499 $27,040 $27,310 1.00% 178 MEDICAL RECORDS TECH NO 40 $25,032 $25,542 $25,798 1.000 179 MEDICAL RECORDS TECH NO 40 $23,992 $24,482 $24,726 1.00% 180 MEDICAL RECORDS TECH, I, NO 40 $25,256 $25,771 $26,029 1.00% 181 IMEDICAL RECORDS TECH, I NO 20 $10,732 $10,951 $11,061 1.00% 182 IMEDICAL TECH NO 40 $28,538 $29,120 $29,411 1.00% 183 MEDICAL TECH/SUPPORT S NO 40 $24,461 $24,960 $25,210 1.00% 184 MENTAL HEALTH COURT M NO 40 $30,861 $31,491 $31,806 1.00% 185 MENTAL HEALTH COURT M NO 40 $35,590 $36,317 $36,680 1.00% 186 MENTAL HEALTH PRACTITI NO 40 $29,400 $30,000 $30,300 1.00% 187 MENTAL HEALTH PRACTITI NO 8 $10,192 $10,400 $10,504 1.00% 188 MH PRACT. BA NO 40 $0 $0 $34,341 189 MH PRACT. BA NO 40 $0 $0 $30,300 190 MH PRACT. BA NO 40 $0 $0 $30,300 191 NETWORK ASSISTANT NO 40 $34,653 $35,360 $35,714 1.00% 192 1 IT STAFF TRAINER/SOFTWA NO 40 $35,100 $35,817 $36,175 1.00% 193 NETWORK ADMIN/DATABAS NO 40 $53,990 $55,091 $55,642 1.00% 194 NURSING SUPERVISOR NO 40 $66,880 $68,245 $68,927 1.00% 195 OFFICE MANAGER YES 32 $0 $0 $27,747 196 OFFICE MANAGER NO 40 $32,340 $33,000 $33,330 1.00% 197 IOFFICE MANAGER NO 40 $28,000 $28,000 $28,280 1.00% 198 1OFFICE MANAGER NO 40 $32,756 $33,424 $33,759 1.00% 199 OFFICE MANAGER NO 40 $34,598 $35,304 $35,657 1.00% 200 OFFICE MANAGER Non -Su NO 40 $26,499 $27,040 $27,310 1.00% 201 OUTPATIENT BUSINESS MA NO 1 40 $41,370 $42,214 $42,637 1.00% 202 OUTREACH COORDINATOR NO 40 $29,414 $30,014 $30,315 1.00% 203 OUTREACH COORDINATOR NO 40 $28,000 $28,001 $28,281 1.00% 204 PA NO 40 $119,952 $122,400 $123,624 1.00 205 PATIENT ACCOUNTS SPEC14 NO 40 $31.188 $31.824 S.142 149 1 nn°i Title of Position New Position (yes or no) No. of Hrs. per week FY 2015/2016 Actual FY 2016/2017 Budget FY 2017/2018 Projected Budget Percentage of proposed increase 206 PATIENT ACCOUNTS SPECT NO 40 $29,108 $29,702 $29,999 1.00% PATIENT ACCOUNTS SPECL NO 40 $46,550 $47,500 $47,975 1.00% PAYROLL COORDINAT NO 40 $31,799 $32,448 $32,772 1.00% 2 9 PEER NO 24 $24,696 $25,200 $25,452 1.00% 210 PEER SPECIALIST YES 40 $0 $0 $42,000 211 PEER SPECIALIST NO 40 $16,511 $16,848 $17,016 1.00% 212 IPEER SPECIALIST NO 20 $10,192 $10,400 $10,504 1.00% 213 IPEER SPECIALIST NO 24 $19,189 $19,581 $19,777 1.00% 214 PEER SPECIALIST NO 40 $0 $31,990 $32,310 1.00% 215 PHARMACY MANAGER NO 40 $34,611 $35,317 $35,670 1.00% 216 PHARMACY TECHNICIAN CE NO 20 $14,269 $14,560 $14,706 1.00% 217 PRESIDENT/CEO NO 40 $251,827 $256,966 $259,536 1.00% 218 1PREVENTION SPECIALIST NO 40 $28,538 $29,120 $29,411 1.00% 219 1PREVENTION SPECIALIST NO 40 $32,757 $33,426 $33,760 1.00% 220 1PREVENTION SPECIALIST NO 40 $27,967 $28,538 $28,823 1.00% 221 PREVENTION SPECIALIST NO 40 $28,538 $29,120 $29,411 1.00% 222 PREVENTION SPECIALIST NO 40 $27,967 $28,538 $28,823 1.00% 223 PREVENTION SPECIALIST NO 40 $28,538 $29,120 $29,411 1.00% 224 PREVENTION SPECIALIST NO 40 $28,538 $29,120 $29,411 1.00% 225 1PREVENTION SPECIALIST NO 40 $29,108 $29,702 $29,999 1.00% 226 PREVENTION SPECIALIST NO 40 $27,441 $28,001 $28,281 1.00% 227 PREVENTION SPECIALIST NO 40 $27,440 $28,000 $28,280 1.00% 228 PREVENTION SPECIALIST NO 40 $30,189 $30,805 $31,113 1.00% 9 PREVENTION SPECIALIST NO 40 $28,538 $29,120 $29,411 1.00% PREVENTION SPECIALIST NO 40 $27,987 $28,558 $28,844 1.00% PROGRAM & NURSE MANAC NO 40 $64,077 $65,385 $66,038 1.00% 232 IPROGRAM MANAGER NO 40 $53,019 $54,101 $54,642 1.00% 233 PROGRAM MANAGER, ASSE NO 40 $54,000 $62,000 $62,620 1.00% 234 PROGRAM MANAGER, ASU NO 40 $68,600 $70,000 $70,700 1.00% 235 PROGRAM MANAGER, CCS1 NO 40 $49,455 $50,464 $50,969 1.00% 236 PROGRAM MANAGER, CCSI NO 40 $50,141 $51,164 $51,676 1.00% 237 PROGRAM MANAGER, CCSI NO 40 $43,982 $44,880 $45,329 1.00% 238 IPROGRAM MANAGER, CHILI NO 40 $49,000 $50,000 $50,500 1.00% 239 IPROGRAM MANAGER, FACT NO 40 $60,760 $62,000 $62,620 1.00% 240 IPROGRAM MANAGER, MH C NO 40 $49,919 $50,938 $51,447 1.00% 241 PROGRAM MANAGER, SCHC NO 40 $58,343 $59,534 $60,129 1.00% 242 PSYCHIATRIST NO 40 $239,120 $244,000 $254,000 4.10% 243 PSYCHIATRIST CONTRACT NO 27 244 PSYCHIATRIST NO 40 $210,700 $215,000 $217,150 1.00% 245 IPSYCHIATRIST CONTRACT NO 40 246 PSYCHIATRIST CONTRACT NO 40 247 PSYCHIATRIST CONTRACTE NO 16 248 PSYCHIATRIST NO 32 $163,135 $166,464 $168,129 1.00% 249 PSYCHIATRIST NO 32 $0 $0 $162,951 250 PSYCHIATRIST NO 24 $0 $0 $126,001 251 PSYCHIATRIST NO 16 $96,000 $0 $96,000 PSYCHIATRIST NO 40 $58,800 $0 $240,000 0.00% PURCHASING AGENT NO 40 $37,174 $37,933 $38,312 1.00% 254 PURCHASING ASSIST NO 20 $10,702 $10,920 $11,029 1.00% 255 REC THERAPIST NO 4 $3,888 $3,967 $4,007 1.00% 256 RECEPTIONIST I 257 IRECEPTIONIST SUPERVISO NO NO 40 40 $21,831 $26,092 $22,277 $26,624 1 $22,500 $26,890 1 1.0015 1.00% 258 Title of Position RECOVERY SUPPORT New Position (yes or no) NO No. of Hrs. per week 40 FY 2015/2016 Actual $20,384 FY 2016/2017 Budget $20,800 FY 2017/2018 Projected Budget $21,008 Percentage of proposed increase 1.00% 259 RECOVERY SUPPORT NO 32 $15,492 $15,808 $15,966 1.000/o 260 RECOVERY SUPPORT NO 32 $15,492 $15,808 $15,966 1.000/ 261 262 RECOVERY SUPPORT RECOVERY SUPPORT NO NO 32 40 $16,617 $19,365 $16,956 $19,760 $17,126 $19,958 1.00% 1.00% 263 RECOVERY SUPPORT NO 20 $9,682 $9,880 $9,979 1.00% 264 RECOVERY SUPPORT NO 20 $9,682 $9,880 $9,979 1.00% 265 RECOVERY SUPPORT NO 40 $20,771 $21,195 $21,407 1.00% 266 RECOVERY SUPPORT NO 40 $20,384 $20,800 $21,008 1.00% 267 268 269 RECOVERY SUPPORT RECOVERY SUPPORT RECOVERY SUPPORT PROF NO NO NO 24 40 40 $12,463 $19,365 $35,550 $12,717 $19,760 $36,275 $12,844 $19,958 $36,638 1.00% 1.00% 1.00% 270 RECOVERY SUPPORT SPE -C NO 40 $25,480 $26,000 $26,260 1.00% 271 RECOVERY SUPPORT SPEC NO 40 $32,818 $33,488 $33,823 1.00% 272 RECOVERY SUPPORT SPEC NO 40 $27,987 $28,558 $28,844 1.00% 273 RECOVERY SUPPORT SPEC NO 40 $27,987 $28,558 $28,844 1.00% 274 RECOVERY SUPPORT SPEC NO 40 $28,986 $29,578 $29,873 1.00% 275 RECOVERY SUPPORT SPEC NO 24 $11,668 $11,906 $12,025 1.00% 276 RECOVERY SUPPORT SPEC NO 40 $26,988 $27,539 $27,815 1.00% 277 RECOVERY SUPPORT SPEC NO 40 $29,394 $29,994 $30,294 1.00% 278 RECOVERY SUPPORT SPEC NO 40 $28,538 $29,120 $29,411 1.00% 279 280 RECOVERY SUPPORT SPEC RECOVERY SUPPORT TECF NO NO 40 40 $27,967 $20,384 $28,538 $20,800 $28,823 $21,008 1.00% 1.00% 281 RECOVERY SUPPORT TEC NO 32 $16,307 $16,640 $16,806 1.00% 282 RECOVERY SUPPORT TECF NO 32 $16,307 $16,640 $16,806 1.00% 283 RECOVERY SUPPORT TECF NO 40 $21,403 $21,840 $22,058 1.00% 284 285 286 287 RECOVERY SUPPORT TECF RECOVERY SUPPORT TECF RECOVERY SUPPORT TECF RECOVERY SUPPORT TECF NO NO NO NO 40 40 40 40 $21,403 $21,403 $20,384 $20,384 $21,840 $21,840 $20,800 $20,800 $22,058 $22,058 $21,008 $21,008 1.00% 1.00% 1.00% 1.00% 288 RECOVERY SUPPORT TECF NO 40 $21,403 $21,840 $22,058 1.00% 289 290 RECOVERY. SUPPORT TECF RECOVERY SUPPORT TECF NO NO 32 40 $16,307 $21,403 $16,640 $21,840 $16,806 $22,058 1.00% 1.00% 291 RECOVERY SUPPORT TEC NO 40 $20,384 $20,800 $21,008 1.00% 292 RECOVERY SUPPORT TECF NO 32 $16,307 $16,640 $16,806 1.00% 293 RECOVERY SUPPORT TECF NO 40 $20,384 $20,800 $21,008 1.00% 294 IRECOVERY SUPPORT TECF NO 32 $16,307 $16,640 $16,806 1.00% 295 RECOVERY SUPPORT TECF NO 40 $18,346 $18,720 $18,907 1.00% 296 RECOVERY SUPPORT TECF NO 40 $28,741 $29,328 $29,621 1.00% 297 RECOVERY SUPPORT TECF NO 40 $30,128 $30,742 $31,050 1.00% 298 RECOVERY SUPPORT TECF NO 40 $19,365 $19,760 $19,958 1.00% 299 RECOVERY SUPPORT TECF NO 40 $19,365 $19,760 $19,958 1.00% 300 301 302 RECOVERY SUPPORT TECF RECOVERY SUPPORT TECF RECOVERY SUPPORT TECF NO NO NO 32 32 40 $15,492 $14,676 $19,365 $15,808 $14,976 $19,760 $15,966 $15,126 $19,958 1.00% 1.00% 1.00% 303 IRECOVERY SUPPORT TECF NO 8 $5,145 $5,250 $5,302 1.00% 304 1 RECOVERY SUPPORT TECF NO 40 $30,393 $31,013 $31,323 1.00% 305 RECOVERY SUPPORT TEC NO 40 $26,438 $26,978 $27,247 1.00% • 306 IRECOVERY SUPPORT TECF NO 40 $26,173 $26,707 $26,974 1.00% 307 RECOVERY SUPPORT TECF NO 40 $19,365 $19,760 $19,958 1.00% 308 RECOVERY SUPPORT TEC NO 1 40 $18,713 $19,094 $19,285 1.00"' 309 RECOVERY SUPPORT TECH NO 1 40 $18,346 $18,720 $18,907 1.00�o Title of Position New Position (yes or no) No. of Hrs. per week FY 2015/2016 Actual FY 2016/2017 Budget FY 2017/2018 Projected Budget Percentage of proposed increase 310 RECOVERY SUPPORT TECF NO 40 $18,346 $18,720 $18,907 1.00% RECOVERY SUPPORT TECF NO 40 $18,346 $18,720 $18,907 1.00% RECOVERY SUPPORT TECF NO 40 $18,346 $18,720 $18,907 1.00% 313 IRECOVERY SUPPORT TECF NO 40 $18,346 $18,720 $18,907 1.00% 314 RECOVERY SUPPORT TECF NO 40 $19,365 $19,760 $19,958 1.00% 315 RECOVERY SUPPORT TECF NO 40 $20,384 $20,800 $21,008 1.00% 316 RECOVERY SUPPORT TECF NO 40 $28,232 $28,808 $29,096 1.00% 317 RECOVERY SUPPORT TECF NO 40 $18,713 $19,094 $19,285 1.00% 318 IRECOVERY SUPPORT TECF NO 40 $18,346 $18,720 $18,907 1.00% 319 RECOVERY SUPPORT TECF NO 40 $18,346 $18,720 $18,907 1.00% 320 RECOVERY SUPPORT TECF NO 40 $18,346 $18,720 $18,907 1.00% 321 RECOVERY SUPPORT TECF NO 8 $4,160 $4,160 $4,202 1.00% 322 RECOVERY SUPPORT TECF NO 40 $20,139 $20,550 $20,756 1.00% 323 IRECOVERY SUPPORT TECF NO 32 $15,802 $16,124 $16,285 1.00% 324 RECOVERY SUPPORT TECF NO 40 $19,365 $19,760 $19,958 1.00% 325 RECOVERY SUPPORT TECF NO 32 $14,676 $14,976 $15,126 1.00% 326 RECOVERY SUPPORT TECF NO 40 $19,752 $20,155 $20,357 1.00% 327 RECOVERY SUPPORT TECF NO 40 $18,346 $18,720 $18,907 1.00% 328 IRECOVERY SUPPORT TECF NO 16 $7,904 $8,320 $8,403 1.00% 329 IRECOVERY SUPPORT TECF NO 16 $7,904 $8,320 $8,403 1.00% 330 RECOVERY SUPPORT TECF NO 16 $7,904 $8,320 $8,403 1.00% 331 RECOVERY SUPPORT TECF NO 16 $7,904 $8,320 $8,403 1.00% 332 RECOVERY SUPPORT TECF NO 8 $3,952 $4,160 $4,202 1.00% RECOVERY SUPPORT TECF NO 8 $3,952 $4,160 $4,202 1.00% RECOVERY SUPPORT TECF NO 8 $3,873 $3,952 $3,992 1.00% 335 IRECOVERY SUPPORT TECF NO 8 $3,873 $3,952 $3,992 1.00% 336 RECOVERY SUPPORT TECF NO 8 $3,873 $3,952 $3,992 1.00% 337 RECOVERY SUPPORT TECF NO 8 $3,873 $3,952 $3,992 1.00% 338 RECOVERY SUPPORT TECF NO 4 $1,936 $1,976 $1,996 1.00% 339 RECOVERY SUPPORT TECF NO 4 $1,936 $1,976 $1,996 1.00% 340 IRECOVERY SUPPORT TECF NO 4 $1,936 $1,976 $1,996 1.00% 341 RECOVERY SUPPORT TECF NO 4 $1,936 $1,976 $1,996 1.00% 342 RECOVERY SUPPORT TECF NO 4 $1,936 $1,976 $1,996 1.00% 343 RECOVERY SUPPORT TECF NO 4 $1,936 $1,976 $1,996 1.00% 344 RECOVERY SUPPORT TECF NO 4 $1,936 $1,976 $1,996 1.00% 345 IRECOVERY SUPPORT TECF NO 8 $3,873 $3,952 $3,992 1.00% 346 RECOVERY SUPPORT TECF NO 8 $3,669 $3,744 $3,781 1.00% 347 RECOVERY SUPPORT TECF NO 8 $3,669 $3,744 $3,781 1.00% 348 RECOVERY SUPPORT TECF NO. 4 $1,835 $1,872 $1,891 1.00% 349 RECOVERY SUPPORT TECF NO 4 $2,407 $2,456 $2,481 1.00% 350 RECOVERY SUPPORT TECF NO 4 $1,835 $1,872 $1,891 1.00% 351 RECOVERY SUPPORT TECF NO 4 $1,835 $1,872 $1,891 1.00% 352 RECOVERY SUPPORT TECF NO 4 $1,835 $1,872 $1,891 1.00% 353 RECOVERY SUPPORT TECF NO 4 $1,835 $1,872 $1,891 1.00% 354 RECOVERY SUPPORT TECF NO 4 $1,835 $1,872 $1,891 1.00% 5 RECOVERY SUPPORT TECF NO 4 $1,936 $1,976 $1,996 1.00% RECOVERY SUPPORT TECF NO 4 $1,936 $1,976 $1,996 1.00% RECOVERY SUPPORT TECF NO 4 $1,936 $1,976 $1,996 1.00% 358 RECOVERY SUPPORT TECF NO 4 $1,936 $1,976 $1,996 1.00% 359 RECOVERY SUPPORT TECF NO 40 $19,365 $19,760 $19,9581 1.00% 360 RECOVERY SUPPORT TECF 361 RECREATION THERAPIST NO I NO 32 32 $14,676 $31,1021 $14,976 $31,737 $15,126 $32,054 1.0C17 1.00% Title of Position New Position (yes or no) No. of Hrs. per week FY 2015/2016 Actual FY 2016/2017 Budget FY 2017/2018 Projected Budget Percentage of proposed increase 362 RECREATION THERAPIST NO 4 $3,812 $3,889 $3,928 1.00% 363 RECREATIONAL THERAPIS NO 40 $29,988 $30,600 $30,906 1-00%.- 364 REGISTERED NURSE NO 40 $46,883 $47,840 $48,318 1.00°/ 365 REGISTERED NURSE NO 32 $38,257 $39,037 $39,428 1.00% 366 REGISTERED NURSE NO 16 $18,753 $19,136 $19,327 1.00% 367 REGISTERED NURSE NO 40 $46,883 $47,840 $48,318 1.00% 368 REGISTERED NURSE NO 16 $18,753 $19,136 $19,327 1.00% 369 REGISTERED NURSE NO: 40 $53,875 $54,974 $55,524 1.00% 370 REGISTERED NURSE NO 20 $26,000 $0 $0 0.00% 371 REGISTERED NURSE NO 16 $19,128 $19,519 $19,714 1.00% 372 REGISTERED NURSE NO 32 $37,507 $38,272 $38,655 1.00% 373 REGISTERED NURSE NO 32 $42,839 $43,713 $44,150 1.00% 374 REGISTERED NURSE NO 40 $49,900 $50,918 $51,428 1.00% 375 REGISTERED NURSE NO 24 $32,300 $32,960 $33,289 1.00% 376 REGISTERED NURSE YES 32 $0 $0 $44,000 377 REGISTERED NURSE NO 32 $40,523 $41,350 $41,764 1.00% 378 REGISTERED NURSE NO 32 $39,007 $39,803 $40,201 1.00% 379 REGISTERED NURSE NO 20 $22,422 $22,880 $23,109 1.00% 380 REGISTERED NURSE NO 20 $33,440 $34,123 $34,464 1.00% 381 REGISTERED NURSE NO 24 $38,446 $39,231 $39,623 1.00% 382 IREGISTERED NURSE NO 24 $28,130 $28,704 $28,991 1.00% 383 REGISTERED NURSE NO 32 $38,257 $39,037 $39,428 1.00% 384 REGISTERED NURSE NO 36 $40,360 $41,184 $41,596 1.00% 385 REGISTERED NURSE NO 36 $40,360 $41,184 $41,596 1.00% 386 REGISTERED NURSE NO 32 $35,876 $36,608 $36,974 1.00% 387 REGISTERED NURSE NO 32 $35,876 $36,608 $36,974 1.00% 388 REGISTERED NURSE NO 32 $37,507 $38,272 $38,655 1.00% 389 REGISTERED NURSE NO 32 $35,876 $36,608 $36,974 1.00% 390 REGISTERED NURSE NO 32 $37,507 $38,272 $38,655 1.00% 391 REGISTERED NURSE NO 8 $9,784 $9,984 $10,084 1.00% 392 IREGISTERED NURSE NO 8 $9,377 $9,568 $9,664 1.00% 393 IREGISTERED NURSE NO 8 $9,377 $9,568 $9,664 1.00% 394 IREGISTERED NURSE NO 8 $9,377 $9,568 $9,664 1.00% 395 IREGISTERED NURSE NO 8 $9,377 $9,568 $9,664 1.00% 396 IREGISTERED NURSE NO 4 $4,688 $4,784 $4,832 1.00% 397 IREGISTERED NURSE NO 8 $9,377 $9,568 $9,664 1.00% 398 IREGISTERED NURSE NO 4 $4,688 $4,784 $4,832 1.00% 399 IREGISTERED NURSE NO 8 $9,377 $9,568 $9,664 1.00% 400 IREGISTERED NURSE NO 4 $4,484 $4,576 $4,622 1.00% 401 IREGISTERED NURSE NO 6 $6,727 $6,864 $6,933 1.00% 402 IREGISTERED NURSE NO 4 $4,484 $4,576 $4,622 1.00% 403 REGISTERED NURSE NO 4 $4,688 $4,784 $4,832 1.00% 404 REGISTERED NURSE NO 4 $4,688 $4,784 $4,832 1.00% 405 REGISTERED NURSE NO 4 $4,688 $4,784 $4,832 1.00% 406 REGISTERED NURSE NO 8 $9,377 $9,568 $9,664 1.00% 407 IREGISTERED NURSE lead NO 40 $55,284 $56,412 $56,976 1.00% 408 REGISTERED NURSE BS NO 40 $51,938 $52,998 $53,528 1.00% • 409 REGISTERED NURSE BS NO 40 $49,859 $50,877 $51,386 1.00% 410 REGISTERED NURSE BS NO 40 $44,845 $45,760 $46,218 1.00% 411 REGISTERED NURSE BS NO 40 $46,883 $47,840 $48,318 1.00% 412 IREGISTERED 413 IREGiSTERED NURSE BS NURSE BS NO NO 8 4 $9,784 $4,892 $9,984 $4,992 $10,084 $5,042 1.0018 1.00% New Position Title of Position (yes or no) No. of Hrs. per week FY 2015/2016 FY Actual 2016/2017 FY Budget Projected Percentage 2017/2018 of Budget proposed increase 414 REGISTERED NURSE MGR NO 40 $67,620 $69,000 $69,690 1.00% A&LIREGISTERED NURSE BS NO 40 $47,457 $48,426 $48,910 1.00% RN lead YES 40 $0 $0 $55,859 417 ISANITATION SPECIALIST NO 40 $18,713 $19,094 $19,285 1.00% 418 SCHEDULER YES 40 $0 $0 $22,880 419 SECURITY OFFICER NO 40 $0 $26,000 $26,260 1.00% 420 SECURITY OFFICER CONTR NO 0 421 SERVICE ENGAGEMENT/CO NO 1 40 $28,538 $29,120 $29,411 1.00% 422 ISERVICE ENGAGEMENT/CO NO 40 $31,595 $32,240 $32,562 1.00% 423 SERVICE REPRESENTATIVE NO 40 $21,403 $21,840 $22,058 1.00% 424 SERVICE REPRESENTATIVE NO 40 $21,831 $22,277 $22,500 1.00% 425 SERVICE REPRESENTATIVQ NO 40 $24,135 $24,627 $24,873 1.00% 426 SERVICE REPRESENTATIVO NO 40 $21,831 $22,277 $22,500 1.00% 427 ISERVICE REPRESENTATIVO NO 1 40 $21,831 $22,277 $22,500 1.00% 428 ISERVICE REPRESENTATIVO NO 40 $21,831 $22,277 $22,500 1.00% 429 SERVICE REPRESENTATIVO NO 40 $21,403 $21,840 $22,058 1.00% 430 SERVICE REPRESENTATIVO NO 40 $21,403 $21,840 $22,058 1.00% 431 SERVICE REPRESENTATIV NO 40 $21,403 $21,840 $22,058 1.00% 432 SERVICE REPRESENTATIV NO 40 $31,677 $32,323 $32,646 1.00% 433 ISERVICE, REPRESENTATIV NO 40 $21,403 $21,840 $22,058 1.00% 434 SERVICE REPRESENTATIVO NO 40 $21,403 $21,840 $22,058 1.00% 435 SERVICE REPRESENTATIV NO 40 $21,403 $21,840 $22,058 1.00% 436 SERVICE REPRESENTATIVO NO 40 $22,096 $22,547 $22,773 1.00% SERVICE REPRESENTATIVE NO 40 $21,403 $21,840 $22,058 1.00% SERVICE REPRESENTATIVE NO 40 $25,990 $26,520 $26,785 1.00% 4 SR MENTAL HEALTH PRACTNO 16 $20,384 $20,800 $21,008 1.00% 440 SR MENTAL HEALTH PRACTNO 16 $20,384 $20,800 $21,008 1.00% 441 SR MENTAL HEALTH PRACTNO 40 $40,059 $40,876 $41,285 1.00% 442 SR MENTAL HEALTH PRACTNO 40 $33,389 $34,070 $34,411 1.00% 443 SR MENTAL HEALTH PRACTNO 40 $34,653 $35,360 $35,714 1.00% 444 SR MENTAL HEALTH PRACT NO 40 1 $37,425 $38,189 $38,571 1.00% 445 ISR MENTAL HEALTH PRACT NO 40 $35,346 $36,067 $36,428 1.00% 446 ISR MENTAL HEALTH PRACT NO 40 $34,653 $35,360 $35,714 1.00% 447 SR MENTAL HEALTH PRACT NO 40 $43,995 $44,893 $45,342 1.00% 448 SR MENTAL HEALTH PRACT NO 40 $35,346 $36,067 $36,428 1.00% 449 SR MENTAL HEALTH PRACT NO 40 $31,340 $31,980 $32,300 1.00% 450 SR MENTAL HEALTH PRACT NO 40 $39,690 $40,500 $40,905 1.00% 451 ISR MENTAL HEALTH PRACT NO 40 $36,616 $37,363 $37,736 1.00% 452 ISR MENTAL HEALTH PRACT NO 40 $43,120 $44,000 $44,440 1.00% 453 ISR MENTAL HEALTH PRACT NO 40 $35,986 $36,720 $37,087 1.00% 454 SR MENTAL HEALTH PRACT NO 40 $38,926 $39,720 $40,117 1.00% 455 SR MENTAL HEALTH PRACT NO 40 1 $35,978 $36,712 $37,079 1.00% 456 SR MENTAL HEALTH PRACT NO 40 $35,986 $36,720 $37,087 1.00% 457 SR MENTAL HEALTH PRACT NO 40 $35,281 $36,001 $36,361 1.00% 458 SR MENTAL HEALTH PRACT NO 40 $36,436 $37,179 $37,551 1.00% 4 9 SR MENTAL HEALTH PRACT NO 40 $35,280 $36,000 $36,360 1.00% SR MENTAL HEALTH PRACT NO 40 1 $40,997 $41,834 $42,252 1.00% SR MENTAL HEALTH PRACT NO 4 $3,261 $3,328 $3,361 1.00% 462 ISR MENTAL HEALTH PRACT NO 16 $14,676 $14,976 $15,126 1.00% 463 SR MH PRACT. MA NO 40 $38,000 $0 $40,966 464 SR MH PRACT. MA 465 STAFF ASSISTANT NO NO 40 20 $38,000 1 $11,5881 $0 $11,825 $42,420 1q $11,943 1.O�Io 1 zotib,33b 1 $244,665 $12,825,791 $13,089,819 1 $14,913,439 0 C7 20 Ne;or No. of Percentage Title of Position Po (yeo) Hrs. per week FY 2015/2016 Actual FY 2016/2017 FY 2017/2018 of proposed 466 STAFF ASSISTANT 28 Budget Projected Budget increase 467 STAFF ASSISTANT NO 40 $0 $20,792 $0 $21,216 $15,288 $21,428 1.00°/ 468 STAFF ASSISTANT NO 20 $13,250 $13,520 $13,655 1.00 91 469 STAFF ASSISTANT NO 36 $18,713 $19,094 $19,285 1.00% 470 SYSTEMS ANALYST NO 20 $13,250 $13,520 $13,655 1.00% 471 THERAPIST NO 40 $31,360 $32,000 $32,320 1.00% 472 THERAPIST NO 20 $25,480 $26,000 $26,260 1.00% 473 THERAPIST NO 40 $31,360 $32,000 $32,320 1.00% 474 TRAINING & RECRUITING M NO 40 $46,697 $47,650 $48,127 1.00% 475 TRANS NAVIGATOR NO 40 $31,982 $32,635 $32,962 1.00% 476 UM MANAGER NO 40 $51,617 $52,670 $53,197 1.00% 477 UNIT SECRETARY NO 40 $21,403 $21,840 $22,058 1.00% 478 UNIT SECRETARY NO 20 $10,396 $10,608 $10,714 1.00% 479 UNIT SECRETARY NO 40 $21,831 $22,277 $22,500 1.00% 480 UNIT SECRETARY & TRANS NO 40 $25,032 $25,542 $25,798 1.00% 481 UTILIZATION REVIEW INPAT NO 40 $30,128 $30,742 $31,050 1.00% 482 UTILIZATION REVIEW INPAT NO 4 $4,077 $4,160 $4,202 1.00% 483 VOLUNTEER & SAFETY COC NO 40 $31,988 $32,640 $32,967 1.00% 484 WARD CLERK NO 40 $24,359 $24,856 $25,105 1.00% 485 WARD CLERK/UNIT SECREJ NO 40 $21,199 $21,632 $21,848 1.00% 486 SF ADMIN NO 4 $2,496 $2,496 $0 487 SF BABYSITTER NO 4 $2,496 1 $2,496 $0 488 COOK NO 16 $7,338 _ $7,48.8 ---$-L563]----1.00% 1.00% -- 489 ZERO SUICIDE CARE COORI NO 40 $0 $0 $35,000 I APQFKI\/P:DTIIUIC/QU1Fr MIC=-Mr-klTl A. 1 zotib,33b 1 $244,665 $12,825,791 $13,089,819 1 $14,913,439 0 C7 20 • =� C N F.• N � N Li\ A cid N r V O OE e�� A a I\ O r4 cid N � c 0 tIL0 oA L r. .(� '� C -D C O0 fn 4' 0 m E 9 vhf tv O X � d u 4j goo � y ' a • s % cd � 0 p N `D C u ' CM Cd L Z .°0 omT Ln goo O M i O d Z :J i d 0 L � � ` 0 3 � � 0 0 goo • =� C N F.• N � N Li\ A cid N r V O OE e�� A a I\ O r4 cid N � c 0 tIL0 oA L r. .(� '� C -D C O0 fn 4' 0 m E 9 vhf tv L O O N ' a � ' CM Cd L Ln u ~ O M � � L ` E N .^. L N N m • �' A L N 4) � o a y ni 'i7 � C C N L H # Q 41 c c E v 21 2 Carol Beraeron From: Christine Klingsten <cklingsten@nhtcinc.org> • Sent: Monday, May 15, 2017 8:43 AM To: Carol Bergeron Cc: Anette Gosselin Subject: NHTC Board of Directors - IRC Match Submittal Attachments: IRC_Match_Submittal_041317.pdf Dear Carol, Please find the attached; "Indian River County Match submittal" documented at our April 26, 2017 Board of Directors meeting. Thank you, Christine Klingsten Executive Assistant New Horizons of the Treasure Coast and Okeechobee Office: (772) 672-8383 Fax: (772) 468-5606 For more information on how you can support New Horizons of the Treasure Coast, please contact our Community Relations office at (772) 468-5600, ext. 8333 or visit our website at www.nhtcinc.or4. wstcrvFa �b� 22 • • C, STATE HEALTH DEPARTMENT nol 0 0*1 Mission: k Scott Rick t To protect, promote & improve the healthGovernork of all people in Florida through integrated �p state, county & community efforts. Celeste Philip, MD, MPH HEALTHSurgeon General and Secretary • Vision: To be the Healthiest State in the Nation FLORIDA DEPARTMENT OF HEALTH IN INDIAN RIVER COUNTY April 12, 2017 Mr. Jason E. Brown, Indian River County 1840 25th Street Budget Manager Vero Beach, FL 32960 RE: 2017-2018 Budget Request _ Indian River County Health Department Dear Mr. Brown: APR 12107 Please find attached Indian River County Health Department's budget request to the Board of County Commissioners for 2017-2018 funding cycle. For the upcoming fiscal year, the health department is submitting a request for $632,970, which is a 5% increase from the previous fiscal year. We will continue to do our best to meet the expanding public health and primary care needs of the county's residents. The health department continues to reach all.parts of the county for environmental -health, communicable •disease control, community health education, outreach, comprehensive' school health programs in all county schools, and WIC and nutrition program. We greatly appreciate the county's ongoing support of our mission to promote, protect, and improve the health and safety of our residents. Please feel free to call me at 794-7450 if you need further information or have any questions. Thank you for considering our request. Sincerely, Miranda C. Hawker, M.P.H. County Health Department Administrator Enclosure • Florida Department of Health in Indian River County 1900 2711 Street, Vero Beach, Fl_ 32960 Accredited Health Department PHONE: 772994-7400 Public Health Accreditation Board WEBSITE: http://indianNver.flodd6health.gov FloridaHealth.gov 25 FISCAL YEAR 2017/2018 REQUEST (OCTOBER 1, 2017 TO SEPTEMBER 30, 2018) Agency: Florida Department of Health - Indian River County • • • 26 TOTAL AGENCY BUDGET FY 15/16 FY 16/17 FY 16/17 10/01/2015 TO 10/01/2016 TO 03/01/2016 TO TOTAL FY 2017/2018 REVENUES 9/30/2016 ACTUAL 2/28/2017 ACTUAL (5) MONTHS 9/30/2017 EST. (7) MONTHS 2016/2017 10/01/17 TO 9/30/18 PROPOSED BUDGET STATE QUARTERLY SCHEDULE C STATE - FEDERAL REVENUE STATE - REVENUE FEES - CLINIC FEES -ENVIRONMENTAL HEALTH FEES - VITAL STATISTICS MEDICAID MEDICARE INTEREST OTHER COUNTY COMMISSION HUMAN SERVICES HOSPITAL DISTRICT 1,068,238 1,773,113 435,406 580,544 211,337 1,162,801 37,234 12,190 15,224 585,271 70,056 500,456 .904,633 130,829 294,326 90,246 462,498 9,247 2,052 35,350 251,179 37,537 550,969 913,916 179,263 336,125 126,343 702,972 12,943 2,800 19,744 351,650 39,410 1,051,425 1,818,549 310,092 630,451 216,589 1,165,470 22,190 4,852 55,094 602,829 76,947 1,098,565 1,797,595 339,400 533,316 216,589 1,228,500 23,000 4,800 55,266 632,970 76,392 Primary Care 1,516,390 563,930 761,859 1,325,789 1,325,814 Primary Care - Pharmacy 31,721 11,317 11,316 22,633 67;896 Gifford Health Center 302,328 98,943 133,000 231,943 228,057 Dental - - 73,694 16,211 67,515 83,726 115,740 We Care Reserve funds available for operating 54,012 892,868 113,010 (352,597) 124,019 615,416 237,029 262,819 212,665 46,896 TOTAL REVENUES 8,822,426 3,169,167 4,949,260 8,118,427 8,003,461 EXPENDITURES Salaries Employee Benefits Professional Services Office Supplies and Equipment LaboratoryCharges Medical Supplies & Equipment IT Supplies & Equipment Promotional Expenses 5,238,418 2,004,869 158,301 62,501 124,872 263,169 220,975 10,975 1,986,023 782,921 43,910 19,282 48,561 90,159 22,320 - 3,187,241 1,193,671 37,553 33,600 68,600 120,482 28,693 - 5,173,264 1,976,592 81,463 52,882 117,161 210,641 51,013 _ 5,097,345 1,935,153 62,680 .53,500 130,611 212,600 48,100 Telephone Postage & Shipping Utilities, Custodial, and Alarm monitoring Insurance Rental and Maint. Equipment Printing & Publications Travel & Transportation Membership Dues & Subscriptions Unemployment Benefit Miscellaneous Expenses Repairs and Maintenance Medicaid Buyback HR costs Capital Items 61,992 25,135 72,502 63,193 6,910 39,286 38,305 1,938 3,664 71,197 70,485 17,719 33,472 239,875 24,045 4,149 27,827 16,150. 1,100 14,869 14,470 934 1,012 21,26839,578 21,442 2,119 16,072 10,534 14,087 16,522 37,257 47,938 2,200 14,555. 24,406 1,208 4,000 39,598 9,000 16,071 13,000 38,132 20,671 65,084 64,088 3,300 29,424 38,876 2,142 5,012 60,846 61,040 11,119 32,143 23,534 22,968 26,000 67,625 64,088 3,300 29,900 46,700 2,154 10,000 63,500 64,094 11,000 32,143 20,000 TOTAL 8,822,426 3,169,167- 4,949,2608,118,427 8,003,461 • • • 26 *Program Cover. Page Agency: Contact Person: Title: Address: Website Address: Program Title: AGENCY REQUEST FOR FUNDING FROM INDIAN RIVER COUNTY FISCAL YEAR 2017/2018 Indian River County Health Dept Miranda C. Hawker, M.P.H. CHD Administrator 1900 27th Street, Vero Beach Florida, 32960 myirchd.org Indian River County Health Department Telephone: 772-794-7450 Fax: 772-794-7453 E -Mail: Miranda. Hawkergflhealth.gov I certify that information contained in this application accurately reflects the activities of this agency and that the expenditures or portions thereof for which County funds are being requested are not reimbursed by any other source. JI& Signature Print Name and Title --Brief Description oftheProgramfor_ which funding is. requested: _ __ ..... *tinuation of funding to maintain the activities of the cooperatively established Indian River County Health Department as cted by the Florida Statute 154 providing: (a) Disease prevention and control services; (b) Environmental health services; and (c) Primary care services. Specifically, the health department is requesting funds from the county for disease prevention and control (including public health preparedness), and environmental health services. County revenue is being used for essential public health services. Primary care is primarily funded through the Hospital District for indigent care, and shortfalls are covered through the health department allocating its allocated state general revenue to the extent possible, while maintaining overall public health operations. The health department only provides the level of primary care that the District's funding will support. Primary care operations are being reduced this year because of a reduction in Medicaid reimbursement. However, although funded primarily through the Hospital District, primary care operations do benefit the county and the health department in times of disaster. An advantage of being able to provide comprehensive primary care is having doctors and nurses who in turn are available to serve our county when needed such as manning the special needs shelter.and many other activities which help our county recover. Summary Keport Amount requested from Indian River County for 2017/2018: $ 632,970 Total Proposed Program Budget for 2017/2018: $ 8,003,461 Percent of Total Program Budget: 7.9% Current Funding (2016/2017) $ 602,829 Dollar Increase/(decrease) in request: $ 30,141 'cent increase/decrease in request: 5% 27 jNJ iA The Organizations Board of Directors has approved this application on (date): Signature • Name of President/Chair of the Board Si g Name of Exec. Director/CEO B. Organization Capability 1. Provide the mission statement and vision of your organization: Signature Mission Statement: To protect, promote & improve the health of all people in Florida through integrated state, county, & community efforts. Vision: To Be The Healthiest State in the Nation 2. Provide a brief summary of your organization, including areas of expertise, accomplishments and population served. The health department continues to reach all parts of the county for environmental health, communicable disease control, community health education, outreach, comprehensive school health programs in the five county schools, basic school health in the remaining schools, and the WIC and nutrition program. The health department's communicable disease and epidemiology team responded to a number of outbreaks, including measles, norovirus, and influenza. We also mobilized 2 response for Zika virus. - - - We work in partnership with multiple agencies to maximize resources. Domestic security, preparedness, and response activities have permeated every aspect of public health, never more obvious than the health department's response to the hurricanes. Primary Care Visits for all sites totaled 35,819 in 2015/2016. For 2016/2017, we are projecting a reduction of 1,825 visits with the current budget scenario. For our active primary carpatients, of Federal PovertyfGuidel nes. Thee are our clients are r94 % that are led (Vero site,e st than 200% O percent of Federal Po erty. percent fall below 150 pertt 3. Briefly list any certifications and/or accreditations.obtained by your agency. We have been recertified as being Public Health Ready" by the National Association of City and County Health Officers. d responsibilities assigned to them by statute in terms of responsibilities. Florida County Health Departments also have broa The health department was accredited on March 8th, 2016 as part of the Florida Department of Health by the Public Health Accreditation Board: 28 is is 4. How does your program differ from similar ones provided in the community? How do the programs complement those red by other agencies. e county health department is the only agency charged by Florida Statute with control of communicable disease, the provision and regulation of environmental health. services, and primary care, primarily to those who are uninsured or underinsured.- We are responsible for protecting the public health of the community. By Florida Statute 154.01, county health departments operate in partnership with the county. This relationship is solidified each year in the state and county contract, signed by both agencies. Our primary care services focus on prevention and education as part of the medical visit, and we are the largest provider of primary care to the indigent in the county. The health department's vision is to work in concert with a number of community agencies towards an integrated health care system. We view ourselves as part of a publicly funded primary care network that serves as a safety net for the Medicaid, uninsured, underinsured, and working poor. The health department's primary care programs, including the Gifford Health Center, serve the majority of our county in cooperation with Treasure Coast Community Health, and the VNA mobile van, which provides episodic. care throughout the county. We most recently responded to Hurricane Matthew with staff at the Special Needs Shelter. 5. Please describe the staffing requirements of these programs. Be specific in indicating the number of paid professional positions and paid support staff positions. Communicable Disease -26.93 FTE Primary Care -92.06 FTE Environmental Health -17.17 FTE* *Further information on breakdown of programs within these categories is included with this request. 6. Do these programs utilize volunteers? If yes, please briefly describe. As part of our primary care program, we have partnered with the Indian River County Medical Society for the. We Care ro ram. We Care provides limited access to specialty care through volunteer physicians who receive sovereign immunity P 9 P --- -- rthose patients they see under the program. Patients are referred -through -the health department.or Treasure Coast munity Health Center. The patients must meet income qualification for charity care through Indian River Medical nter. We Care Coordinators then arrange for services through the program. Referral to the program does not guarantee services, and emergency care is not provided. _ As the patients are dependant on the generosity of volunteers, and services are entirely donated, there are often long intervals between referrals and care provided. The We Care Volunteer Physician Program provided $1,106,162 worth of services to patients referred in 2016, a 6 percent increase over 2015, and a 40% increase over 2014. 226 Primary Care Patient Visits seen in the health department by volunteer physicians 396 Specialty Care Patient Visits seen in the health department by volunteer physicians 353 Specialty Care Patient Visits seen in the physician's office 932 Radiological Procedure Interpretations 264 Special Procedures/Surgical Procedures with Anesthesia 29 7. Description of the countywide purpose the funds will be used for. • a "Disease prevention and control services" -those services that protect include, but are not limited the puic through the tion, ed blto, epidemiology control and eradication of diseases that affect humans. Such serve (disease tracing), sexually transmitted diseasediseae detection and antro,d control, and d mainte ance of v to statis statistics (birthS education and treatment, and tuberculosis control and treatment, chronic prevention death) and community health statistics. In addition, lead community groups in population based health planning and evaluation. (b) "Environmental health services" - those en {hesenvironme tthat are that may conttrihealth t bute to the occurrenceorltransmof the general son of public by monitoring and regulating activitiesto: assuring a safe drinking disease. Examples of environmental health servial ces s include, n l inspect on of: sewage limited and solid waste disposal, swimming ng pools, occupational health, epidemiology, toxic group care facilities, migrant labor camps, indoor air quality and radiological health. and sick (c) "Primary care services" - preventiveservices of income medicalor other care e that are beyond tlhea available to t Thesle services benefit provided to unable to obtain such services due to la benefit individuals, improve the collective health not�m ted to:f the lic, and first contact medical and hrevent and lealththe sce e services; chronic c disease of disease. Examples of primary health care services include, butly such as diabetes and hypertension d assistance for women, treatmentenmaternity and child health (WIC),aandfdenit Iphealth g' nutation; school health; and supplementary food C. Board of Directors Address: 1. Name • 2. Does your Board of Directors set the policies for your agency? ht monitoring functions Indian River County Health Department does not operate of Health at thder a Board of e state olevel. h There isdailycontact with. the State of the health department's activities lie with the Department Health Office and its divisions and bureas Data, both in ancialate Treasand lury and the State oce related, are af Florida Comptroller issues all on to review and evaluation. All revenueisdeposited check warrants. 3. Is there a quorum requirement for Board members attendance at your agency Board meetings? NIA • 4. Please explain the rotating volunteer structure of your Board members and officers. 30 D. Finances 1. Does your Board approve the annual budget and review regular financial reports of the operating budget and capital funds? How often is this review conducted? 2. Does any outside organization (such as a governmental unit) conduct periodic evaluations of the agency's finances, management or programs? If yes, list the agencies. We complete a County Health Department Performance Snapshot each year that tracks performance indicators as part of the new Quality Improvement Program from the Department of Health, and have done well. We complete a customer satisfaction survey each year in all of our clinical areas. All of our clinical areas ranked nearly excellent in each data point. One area that has been identified through the survey the past few years is a need for a new phone system for the health department. The new system was installed in June 2016. In addition, four programs have been reviewed by the Department of Health in Tallahassee —Maternal and Child Health, Family Planning, Immunization, and WIC- with excellent results. A County Health Department Administration Snapshot which focuses on budget management, finance and accounting, contract management, general services, and human resources is completed every month, and the department does well. March 8th, 2016, the health department as part of the Florida Department of Health was accredited by the Public Health reditation Board. We are the first public health system in the nation to be accredited by this organization, which uses a rous criteria to measure the health department and its system, including verification of department leadership for community health assessment and community health improvement planning and activities. 3. Are there any pending legal actions, claims, or disputes against your agency? If yes, please explain. Mir. 4. Check the financial year (agency's fiscal year) that you are using for this budget report. July 1 - June 30 January 1 - December 31 X Other, please specify • County's fiscal year 31 r� • • TREASURE COAST REGIONAL PLANNING COUNCIL 33 `� �1N�'.. ME March 15, 2017 Mr. Michael Smykowski Director, Management & Budget Indian River Cour y 180127 th Street, Building A Vero Beach, Florida 32960-3365 Subject: Treasure Coast Regional Planning Council 2017-2017 Membership Dues 0 :N�"'�� r MAR 16 2017 Dear Mr. Smykowski: • To assist you in preparing your 2017-2018 budget, Treasure Coast Regional Planning Council is providing you information on dues. Council has not approved its 2017-2018 budget; which is normally adopted in June/July. The approved amount will be provided to you at that time. Dues are calculated at a rate of $.043 per capita. Based on the population per the 2016 BEBR Florida Estimates of Population, you may estimate County dues to be $62,956.30 for the 2017-18 budget. Sincerely, Michael J. Busha, AICP Executive Director MJB:pc cc: Jason Brown, Indian River County • File: Accounting/2017-18 Letter to IRC -Preliminary Letter "Bringing Communities Together"- Est.1976 421 SW Camden Avenue - Stuart, Florida 34994 .35 Phone (772) 221-4060 - Fax (772) 221-4067 - www.t(trl2c.orQ • DEPARTMENT OF JUVENILE JUSTICE • • 37 Department of Juvenile Justice Budget Fiscal Year 2016/17 and 2017/18 FY 2016/17 Item Description Budget Recommended FY 2017/18 Increase (Decrease) % Increase (Decrease) Department of Juvenile Justice $347,000 $400,000 $53,000 15.3% Total - General Fund $347,000 $400,000 $53,000 15.3% Per Chapter 985.2155, F.S., counties have the responsibility to fund the costs of detention care for juveniles for the period of time prior to final court disposition. W circuit court summary for packet 6/29/2017 0 MEDICAID • 41 • Medicaid Expense Summary for Fiscal Year 2017/18 County Medicaid Annual Contribution (per ARCA) Less Hospital District Reimbursement Ill: Percentage reimbursement per agreement Hospital District Reimbursement amount $1,491,992 27.8 ($414,774) Total Annual Medicaid Costs $1,077,218 (1) Hospital District reimbursement is per agreement entered between the County and the Hospital District on Sept. 17, 2013 for a five-year initial term with automatic one-year renewals. F:\Budget\2017-2018 Budget\Medicaid Annual Cost Detail 6/21/2017 43 C, ENVIRONMENTAL CONTROL BOARD • 45 AVER c O � Fj O111�P • INDIAN RIVER COUNTY ENVIRONMENTAL CONTROL OFFICE Indian River County Environmental Control Hearing Board Richard D. Cahoy, Chairman Dr. Richard H. Baker Dr. Philip R. Glade Patrick Walther, P.E. Jennifer Peshke, Board Attorney Environmental Control Officer Cheryl L. Dunn, R. S. Kate Cotner, Assistant County Attorney April 28, 2017 Mr. Michael Smykowski, Budget Director Board of County Commissioners 1801 27th Street Vero Beach, FL 32960 APR 2 8 1017 Indian River County Board of County Commissioners Sitting as the Environmental Control Board Joseph E. Flescher, Chairman Peter D O'Bryan, Vice Chairman Tim Zorc Bob Solari Susan Adams Indian River County Environmental Control Office is requesting level Ofunding of $7,033 from the Board of County Commissioners to support the county office's function in protecting the health and environment of Indian River County and its citizens. Although Indian River County Environmental Control Office is supported by the General Fund, fines administered and collected through the office are directly deposited into the General Fund. *The Environmental Control Office continues to be challenged with the economic climate of the community and unmaintained, abandoned and foreclosed properties. The hearing board resolves issues by taking into consideration the financial and situational circumstances•of the respondents allowing for lesser fines and/or purgable fines with compliance. Liens are placed on properties when fines go unpaid. Through Chapter 85-427, Special Acts, Laws of Florida, Indian River County Environmental Control Hearing Board may enforce state agency rules or county ordinances pertaining to environmental regulation and protection of the public health, including but not limited to, Department of Environmental Protection (DEP), Department of Health (DOH) and St. John's River Water Management District (SJRWMD). Thank you for considering this budget request and recognizing the importance of the work accomplished by the Environmental Control Office and Hearing Board and its role in increasing the quality of life today for Indian River County's citizens. Sincerely, Cheryl L. Dunn, R.S. Indian River County Environmental Control Officer .cc: Miranda Hawker, Administrator, Florida Department of Health in Indian River County 1900 - 27th Street Vero Beach, FL 32960 RECEIVED APR 7 8 2017 Phone: (772) 794-7440 FAX: (772) 794-7447 47 Detail of Operating Expenses Report Date 4/7/2017 Fiscal Year 2017/18 Budget YTD Actual Projected 2016/17 Budget 2017/18 Budget Object Expenditure Category Expenses @ 3/31 Expenditures @ 3/31 Request Difference % Difference 001-252 ENVIRONMENTAL CONTROL 033190 OTHER PROFESSIONAL SERVICES $712.00 $5,133 $5,133 '5,13:5 0 a 033320 COURT REPORTER SERVICES $0.00 $0 $0 033490 OTBER CONTRACTUAL SERVICES $0.00 $0 $0 034510 AUTOMOTIVE INSURANCE $1,900.00 $1,900 $1,900 1 o o a 035120 COMPUTER SOFTWARE $0.00 $0 $0 035420 DUES-MEMBERSBIPS $0.00 $0 $0 035460 SUBSCRIPTIONS $0.00 $0 $0 036710 MISCELLANEOUS EXPENSE $0.00. $0 $0 TOTAL OPERATING EXPENSES $2,612.00 $7,033 $7,033 -7 rr-1 c� m m n r_. —rn N c0 N O • COURT ADMINISTRATION • r, W 0 Court Administration Budget Summary Department 901 Revised 5112/17 Fund No. Description Fiscal Year 2016/17 Bud et Fiscal Year 2017/18 Re uested Fiscal Year 2017/18 Recommended Increase Decrease % Increase Decrease n Court Program Specialists $0 $15,405 $0 $0 n/a Courier Services $4,564 $4,702 $4,702 $138 3.02% Operating $2,760 $3,680 $3,680 $920 33.33% Equipment<$1,000 $460 $460 $460 $0 0.00% Analog to Digital Hosted Fax Service $1,150 $690 $690 $460 -40.00% Equipment Rental $460 $460 $460 1 $0 0.00% General & Administrative Expense $5,384 $7,003 $7,003 $1,619 30.07% Court Technology not funded in fund 142 $80,100 $230,049 $159,317 $79,217 98.90°/ 001 Total - General Fund $94,878 $262,449 $176,312 $81,434 85.83% __7 E - G&A charge -court admin Misc Supplies/Equipment $6,675 $20,000 $0 $0 $0 $0 $6,675 $20,000 -100.00% -100.00% FacilityWiring $5,000 $15,000 $15,0001 $10,000 200.00% 140 ITotal - Court Facility Surcharge Fund $31,675 $15,000 $15,000 ($16,675) -52.64% Court Program Specialist $29,244 $31,211 $31,211 $1,967 6.73/0 Travel $690 $690 $690 $0 0.00% Trial Court Law Clerk $19,409 $20,321 $20,321 $912 4.70% Judicial & Administrative Strategic Planning Session $4,600 $4,600 $4,600 $0 0.00% Other Contractual Svcs-Judical Assistants $9,200 $9,200 $9,200 $0 0.00% Education $2,070 $2,185 $2,185 $115 5.56% Gas, Oil, Grease $1,725 $1,725 $1,725 $0 0.00% Machinery & Equip -IT Van $0 $5,750 $5,750 $5,750 n/a Subtotal $66,938 $75,682 $75,682 $8,744 13.06% Teen Court $27,938 $28,779 $28,779 $841 3.01% 141 Total - Local Options Fund $94,876 $104,461 $104,461 $9,585 10.10% ^142 ;.Courf,,1'echnolo Fund r Misc Supplies/Equipment <$1,000 $70,330 $0 $0 $70,330 -100.00% IT Service $2,968 $0 $0 $2,968 -100.00% IT Staff $96,285 $65,932 $83,795 $12,490 -12.97% IT Machinery & E ui ment>$1,000 $18,400 $0 $0 $18,400 -100.00% G&A Charges $8,511 $0 $0 $8,511 -100.00% Other It Expenses $0 $0 $0 $0 0.00% IT Software $0 $0 1 $0 1 $01 0.00% 142 Total - Court Facility Surcharge Fund $196,494 $65,932 1 $83,795 $112,699 -57.35% E .. „.. Court Adrnlnisfr,:atlbn..i,: ,.... „ .,.__ _ ., $417,923 $447,842 f . $379,568 { $38,355 618 1 Paid by Clerk of Circuit Court -Mediation Trust Fund 1 $4,9061 $5,160 1 $5,160 1 $2541 5.18% Grand Total Court Adminls�afion $422,829 ,,$453,002;' • til circuit court summary for packet 7/5/2017 ADMINISTRATIVE OFFICE OF THE COURTS I E E -L 14jk 15 2017 BJAF`F3 CFC "UNTY� COMMIS'SION May 12, 2017 Honorable Joseph E. Flescher, Chairman Board of County Commissioners 180127 1h Street Vero Beach, Florida 32960-3388 Thomas A. Genung Trial Court Administrator RE: FY 2017/2018 Amended Judicial Budget Request Dear Commissioner Flescher: MAY 15 20 NINETEENTH JUDICIAL CIRCUIT DISTfti� Ia a `tai ; Sf Commissioner< ._1�C,,.`� •�tYiEES= _ (fWl§ft4tMs l OtherZ.E —/ Please find attached the Nineteenth Judicial Circuit's fiscal year 2017/2018 amended budget request as approved by Chief Judge Elizabeth A. Metzger. This amendment includes the reduced administrative fee for St. Lucie County OMB to manage our budget, and pay increase for county funded staff consistent with pay, increases for state funded staff. Unless otherwise specified, each county's share of each item is based upon that county's percentage of the total population of this Circuit. A brief explanation of the items in the budget request is as follows: A. Rent: Article V of the State Constitution and section 29.008, Florida Statutes requires the counties to provide facilities for the circuit and county courts. The court is not provided with amounts for rent. B. Utilities: Article V of the State Constitution and section 29.008, Florida Statutes requires the counties to provide utilities to the courts. The court is not provided with amounts for utilities C. Communications: Article V of the State Constitution and section 29.008, Florida Statutes requires the counties to provide "[t]elephone system infrastructure, including computer lines, telephone switching equipment, and maintenance, and facsimile equipment, wireless communications, cellular telephones, pagers, and video teleconferencing equipment and line charges. Each county shall continue to provide access to a local carrier for local and long distance service and shall pay toll charges for local and long distance service local and long distance telephone services." The amount of this expense is not provided to the court for three counties. In addition, there is a continuation of courier services between the courthouse sites throughout the Circuit in this year's budget request in the amount of $20,442.00, which is divided among the counties based upon population percentage. D. Information Technology Services: Article V of the State Constitution and section 29.008, Florida Statutes requires the counties to provide "[a]ll computer networks, systems and equipment, including computer hardware and .software, modems, printers, wiring, network connections, maintenance, 250 N.W. Country Club Drive, Suite 217 • Port St. Lucie, FL 34986 • (772) 807-4370 • FAX (772) 807-4377 • • is 52 • support staff or services including any county -funded support staff located in the offices of the circuit court, county courts[.]" This year's.budget request includes the continuation of five positions and requests one new position as follows: one systems architecture analyst (existing), one senior network support analyst (existing), two desktop support technician (existing), one system support analyst (existing), and one system support analyst (new). In addition, this request includes: hardware, software, network maintenance and repair necessary to maintain operations of the court. The statutory two dollar surcharge paid to the clerk of the circuit courts pursuant to §28.24(12)(e)1., Florida Statutes to fund court related technology should fund the majority of this budget item. It is important to note that the Judicial Branch in it Legislative Budget Request (LBR), did ask for approximately 25 million to support, refresh and expand technology. That portion of the Branch's request did make it into the Senate.budget in part, but not the House budget. E. Separate County Expenses: Pursuant to Article V of the State Constitution and section 29.008, Florida Statutes. These items are county specific.. This budget request includes $35,000.00 for wiring for technology improvements in Indian River, Martin and Okeechobee Counties, and $15,000.00 for wiring in St.. Lucie County. F. Local Options: Article V of the State Constitution and sections 29.008, 938.19, and 939.185, Florida Statutes allows for the courts to request local options for funding that are necessary for the courts to operate effectively and efficiently. Funding for these local options is not requested from general revenue. 1. Teen Court/Juvenile Diversion: -The 19th Judicial Circuit continues to operate Teen Court • and Juvenile Diversion Programs and is requesting the use of Teen Court Trust Fund reserves to.proportionally reduce the amount of money requested from each county in this 17/18 budget request while maintaining services. This year's budget request includes St. Lucie County continuing to fund exclusively one case manager position from the Teen Court Fund and partially fund another. This Teen Court case manager position will only perform work on Teen Court and Juvenile Diversion related operations for St. Lucie County. Additional funding from the 938.19 and 939.185 funds'is requested to continue funding contract dollars for juvenile diversion programs. During fiscal year 2016, the Teen Court/Juvenile Diversion Programs provided services to a total of 435 youth and their families, with 147 Indian River County youth and their families being served. 2. Mediation: This budget requests the continuation of funds to support mediation and compensate mediators for small claims mediations. This request asks for funds from the mediation trust fund established prior to Article V, revision 7, and for those funds to apply to the 17/18 budget according to the detail attached. 3. Drug Court and Mental Health Court: This budget submission includes a request to continue use of Court Innovations and/or other funds collected pursuant to section 939.185, Florida Statutes, or other fines and fees to fund two case manager positions to support problem solving court functions throughout the circuit. Funds collected pursuant to §939.185(1)(a)l., "shall be allocated to fund innovations to supplement state funding for the elements of the state courts system identified in s. 29.004 and county funding for local • requirements under s. 29.008(2)(a)2." In addition, we are requesting an additional case manager position pursuant to s. 29.008(2)(a)2., Florida Statutes to assist our judges in managing our Specialty Courts (Drug Court, Juvenile Drug Court, Dependency Drug Page 2 of 3 53 Court, Mental Health Court, and Veterans' Court) throughout the circuit. We anticipate • adding at least 3 Specialty Courts in the ensuing months. This year the Judicial Branch's LBR requested additional case management positions and resources. This item was not in the House budget, but was in the Senate budget. 4. Trial Court Law Clerk: This budget submission includes a request to continue use of Court Innovations fund money collected pursuant to §939.185, Florida Statutes, to fund a trial court law clerk position to support our judges. Funds collected pursuant to §939.185(l)(a)l., "shall be allocated to fund innovations to supplement state funding for the elements of the state courts system identified- in s. 29.004 and county funding for local requirements under s. 29.008(2)(a)2." 5. Temporary Judicial Support: This budget submission includes $40,000.00 in Other Professional Services from the Court Innovations fund, to hire temporary staff to provide administrative assistance in judges' offices when their judicial assistants are out on medical or extended leave. 6. Strategic Planning: This budget submission includes $20,000.00 from the Court Innovations fund for judicial and administrative strategic planning for the 19th Judicial Circuit. G. Pay and Equity I. Pay Increases: The State Court System has requested a pay increase for its staff in its Legislative Budget Request. The Legislature has provided for increases of $1,400.00 for employees who make $40,000.00 or less, and $1,000.00 for employees who make more than $40,000.00. Accordingly, we have included these increase in pay for our county funded positions. Please also see Interlocal Agreement C08-04-166 and Interlocal Agreement C09-10-656. Thank you for your consideration of this matter. Please feel free to contact Chief Judge Elizabeth A. Metzger or me with any questions or concerns that you may have regarding this budget request. Sincerely, 0 Thomas A. Genung, Esq. Trial Court Administrator cc: Chief Judge Elizabeth A. Metzger (via email) Jason Brown, County Administrator (via email) • Michael Smykowski, Director OMB (via email) Erick Mershon, Budget Manager 19th Circuit (via email) Page 3 of 3 54 C7 Page 1 of 4 2017-2018 BUDGET SUMMARY COURT ADMINI51RA10R-19TH JUDICIAL CIRCUIT TOTAL COUNTY BUDGET REQUEST MANDATORY & LOCAL OPTIONS OBJECT FOR BUDGET YEAR 2017/2018 - REVISED 1 PROGRAM CODES CODE INDIAN RIVER MARTIN OKEECHOBEE ST. LUCIE TOTAL DESCRIPTION FUND! ORGANIZATION EXPENSES BY COUNTY SHARE - % CALCULATION BY POPULATION % 24.00% 6-00'/-. 47.00% 100% &BENEFITS -COURT PROGRAM SPECIALISTS ALAROTHER 5120005,405$16,075 M $4,019 $1,226 $31,481 $9,608 $66,980 $20,442 SIES CONTRACTUAL SERVICES - COURIER SERVICES 5340004,702 $4,906 $360 $90 $705 $1,500 ST. LUCIE COUNTY USES CODE 107006-601-546100-6000 0000$3TRAVEL 5461005,000 45 $15,000 $5,000 $0 $35,000 $30,447 FACILITY WIRING - 549110 $7,003 $7,307 $1,827 $14,310 GENERAL & ADMINISTRATIVE EXPENSES 551200 $460 $480 $120 $940 $2,000 EQUIPMENT < $1,000 534000 $690 $720 $180 $1,410 $3,000 ANALOG TO DIGITAL HOSTED FAX SERVICE $460 $480 $120 $940 $2,000 EQUIPMENT RENTAL 544100 549990 $1,495 $1,560 $390 $3,055 $6,500 MISCELLANEOUS EXPENSES ANEO S MISCELLANEOUS 551000 $575 $600 $150 $1,175 $2,500 552000 $1,265 $1,320 $330 $2,585 $5,500 OOFFICEPERATING SUPPLIES TOTAL $47,400 $48,808 $13,452 $66,209 $175,869 EXPENSES - ENERAL REVENUE BY COUNTY OTHER EXPENSES BY COUNTY: SLC ONLY 183-601-XXXXXX-6000 $0 $0 $38,000 $38,000 VOIPITELEPH)NY . 541000 541000 $0 $0 $0 $0 $30,000 $30,000 COMMUNICATIONS -GU RT ADMINISTRATOR & JUDGES $0 $0 $3,557 $3,557 SLC COURTHOUSE TO SLC ADMIN COMM. METRO ETHERNET 541000 $0 $0 $19,400 $19,400 SLW ANNEX COURTHOUSE COMMUNICATIONS -METRO ETHERNET-19CIR CIR 541000 541000 $0 $0$0 $0 $0 $13,000 $13,000 SLC MAIN COURTHOUSE COMMUNICATIONS -METRO ETHERNET -19 541000 $0 $0 $0 $5,000 $5,000 SLW ANNEX TO SLC JAIL METRO ETHERNET 554000 $0 $0 $D $3,000 $3,000 DUES & MEMBERSHIPS- ROUNDTABLE OF ST. LUCIE COUNTY OTHER EXPENSES BY COUNTY - GENERAL REVENUE TOTAL $0 $0 $0 $111,957 $111,957 ""'»'*"ABOVE EXPENSES ARE ONLY ST. LUCIE COUNTY""*"""""'"' GENERAL REVENUE ' $47,400 $48,808 $13,452 $178,166 $287,826 TOTAL EXPENSES BY COUNTY - COURT INNOVATIONS 183-601-XXXXXX-6002 512000 $31,211 $32,566 $8,143 $63,780 $135,702 COURT PROGRAM SPECIALISTS 2 512000 $20,321 $21,204 $5,301 $41,522 $88,348 TRIAL COURT LAW CLERK 534300 $9,200 $9,600 $2,400 $18,8 $40,000 OTHER CONTRACTUAL SERVICES - JUDICIAL ASSISTANTS 534000 $0 $45,000 $0 $0 $0 $,000 OTHER CONTRACTUAL SERVICES - TUDORS 540000 $690 $720 • $180 $1,410 $3,000 $3 TRAVEL 552500 $1,725 $1,800 $450 $3,525 $7,50 GAS, OIL & GREASE 555100 $2,185 $2,280 $570 $4,465 $9,500 EDUCATION 555000 $4,600 JUDICIAL & ADMINISTRATIVE STRATEGIC PLANNING SESSION 564000 $5,750 $6.000 $1,500 $$1,750 $25 000 MACHINERY & EQUIPMENT / IT VAN INNOVATIONS TOTAL $75,682 $123,972 $19,744 $154,652 $374,050 TOTAL -COURT INFORMATION TECHNOLOGY 107006-601-X)DO(XX-6000 512000 $119,454 $124,648 $31,162 $244,102 $519,366 IT STAFF 534100 $3,279 $3,422 $855 $6,701 $14,257 IT TECHNOLOGY SERVICES - ST. LUCIE COUNTY 544100 $8,280 $8,640 $2,160 $ $,000 EQUIPMENT RENTAL - COPIERS 546000 $1,150 $1,200 $300 $2.3500 $2,35 $5 $5,000 EQUIPMENT MAINTENANCE 546100 $0 $D $0 $15,000 $15,000 FACILITY WIRING - ST LUCIE COUNTY 551501 $32,775 $34,200 $8,550 $66,975 $142,500 IT OFFICE SUPPLIES - EQUIPMENT & SUPPLIES < $1,000 564000 $73,600 $76,800 $19,200 $150,400 $320,001 IT MACHINERY & EQUIPMENT> $1,000 568000 $27,600 $28,800 $7,200 $56,400 $120,000 SOFTWARE LICENSES &UPDATES SOFTWARELICENSE VAwous $29,843 $31,140 $7,784 $60,983 $129,750 OTHER E TECHNOLOGY TOTAL $295,981 $308,850 $77,211 $619,831 $1,301,873 TOTAL - INFORMATION EXPENSES BY COUNTY, COURT TOTAL $419,063 $481,630 $110,407 $952,649 $1,963,749 TOTAL GENERAL REVENUE INNOVATIONS AND INFORMATION TECHNOLOGY LOCAL OPTIONS - TRUST FUNDS VAwous $16,945 $0 $0 $83,619 $100,564 "`TEEN COURT - TRUST FUND- RESERVES 183004-689-XXXXXX-6000 VARIOUS $28,779 $0 $10,989 $80,0$0 $119,7681$0 TEEN COURT - TRUST FUND 183004-689-XXXXXX-6000 -MEDIATION - TRUST FUND RESERVES 183001-752-X)O XXX -6000 MEDIATION - TRUST FUND 183001-752-XXXXXX 6000 FUNDS VAwous vawous TOTAL $0 $5,160 $33,939 $0 $5,384 $5,364 $0 $1,346 $12,335 $0 $10,544 $90,544 $0 $22,434 $142,202 TOTAL -LOCAL OPTIO4S--TRUST TOTAL $453,002 $487,014 $122,742 $1,043,193 $2,105,951 TOTAL -ALL EXPENSES BY COUNTY INDIAN RIVER MARTIN OKEECHOBEE 'ST. LUCIE TOTAL NOT INCLUDED IN TOTAL EXPENSES BY COUNTY IN 2017 INDIAN RIVER MARTIN OKEECHOB$0 ST. LUCIE TOTAL ITEMS CARRIED FORWARD FROM PRIOR YEAR IF NOT COMPLETED 546100 $0 $0 $0 $0 $0 FACILITY RE -WIRING -IRC COURTHOUSE 183-601-xxxxxx-6000 546100 $0 $0 $0 $0 $0 FACILITY RE -WIRING -MC COURTHOUSE 183-601-xxxxxX-6000 546100 $0 $0 $0 $0 $0 FACILITY RE-WIRING-OKC COURTHOUSE 183-601-xxxxxx-6000 562000 $0 $0 $0 $0 $0 FACILITYRE-WIRINGSLC MAIN COURTHOUSE 107006-601-xxxxxx-6000 562000 $0 $0 $0 $0 $0 FACILITY RE-WIRINGSLW COURTHOUSE 107006-601-xxxxxx-6000 FORWARD FROM 2016-2017 TOTAL $D $0 $0 $0 $0 TOTAL BALANCES CARRIED "`THESE FUNDS WILL COME FROM TRUST FUND RESERVES ALREADY ALLOCATED TO THE PROGRAMS AND ARE NOT ADDITIONAL BUDGET REQUESTS. ircuit Court 5-12-SIA21NI79:21 AM 55 Page 2 of 4 2016-2017 DEPARTMENT SUMMARY COURT ADMINISTRATOR -19TH JUDICIAL CIRCUIT COURT ADMINISTRATOR- FUNDING SOURCES �GENERAL!INNOVATIONS AL OPTIONS . TECH FEE TRUST FUND TRUST FUND TOTAL 183-601, 107006.601,183004-689, 183001-752 COURT INFORMATION TEEN ARBITRATION/ COURTADMIN FOR BUDGET YEAR 2017/2018 - REVISED TECHNOLOGY COURT - MEDIATION BUDGET 512000' SALE 521000 FICA 521100 FICA 523004 DENTAL 523050 GROUP HEALTH -ADMIN 523100 LIFE INSURANCE 523200 EAP TOTAL PAYROLL RELATED EXPENSES boo,aau DLL9,VJV yo ,o,avv y,�a,vc• OPERATING SUPPL -------- 531000 PROFESSIONAL SERVICES $0 $0 $76,000 $0 $0 $76,000 534000 OTHER CONTRACTUAL SERVICES - Courier Service $20,442 $0 $0 $0 TOTAL EXPENSES $20,442 534000 OTHER CONTRACTUAL SERVICES - Fax Service $3,000 $0 $0 $0 $0 $3,000 534000 OTHER CONTRACTUAL SERVICES -Teen Court $0 $0 $0 $50,000 $0 $50,000 534000 OTHER CONTRACTUAL SERVICES -Tutors $0 $45,000 $0 $0 $0 $45,000 534000 OTHER CONTRACTUAL SERVICES -Mediators $0 $0 $0 $0 $16,500 $16,500 534000 OTHER CONTRACTUAL SERVICES -JA'S $0 $40,000 $0 $0 $0 $40,000 534100 INFORMATION TECHNOLOGY -SLC $0 $0 $14,257 $0 $0 $14,257 540000 TRAVEL $1,500 $3,000 $15,000 $8,985 $0 $28,485 541000 COMMUNICATIONS $108,957 $0 $0 $0 $0 $108,957 544100 EQUIPMENT RENTAL $2,000 $0 $36,000 $0 $0 $38,000 546000 EQUIPMENT MAINTENANCE $0 $0 $5,000 $0 $0 $5,000 546100 BUILDING MAINTENANCE - FACILITY WIRING $35,000 $0 $15,000 $0 $0 $50,000 549110 GENERAL & ADMINISTRATIVE EXPENSES $30,447 $0 $0 $11,795 $5,934 $48,176 549990 MISCELLANEOUS EXPENSES $6,000 $0 $0 $0 $0 $6,000 sssnnn a mic[m STRATEGIC PLANNING SESSION $0 $20,000 $0 $0 $0 $20,000 551000 551200 OFFICE SUPPLIES EQUIPMENT < $1,00 551501 OFFICE SUPPLIES - 552000 OPERATING SUPPL 552500 GAS, OIL & GREASE 554000 DUES & MEMBERSF 554100 BOOKS & SUBSCRI 555000 TRAINING - SEMINA 555100 EDUCATION 568000 SOFTWARE LICENSES & UPDATES Z�u ..u,... .....-- TOTAL OTHER EXPENSES $220,846 $150,000 $782,507 $77,705 $22,434 $1,253,492 TOTAL PAYROLL RELATED EXPENSES (from above) $66,980 $224,050 $519,366 $142,627 $0 . $953,023 TOTAL EXPENSES $287,826 $374,050 $1,301,873 $220,332 $22,434 $2,206,515 LESS TRUST FUND RESERVES $0 $0 $0 i $100,564 $0 $100,564 TOTAL EXPENSES (less trust fund reserves) $287,8261 $374,050 $1,301,873 $119,768 $22,4341 $2,105,951 FY 2017-2018 REVISED Court Administrator Budget 19th Judicial Circuit Court 5-12-817121W 79:21 AM 56 r� • 0 Page 3 of 4 2016-2017 INFORMATION TECHNOLOGY SUMMARY FY 2017-2018 REVISED Court Administrator Budget 19th Judicial Circuit Court 5-12-17.xlsx• 5/12/20179:21 AM 57 Page 4 of 4 2016-2017 IT SERVICE -ST. LUCIE CO • • • FY 2017-2018 REVISED Court Administrator Budget 19th Judicial Circuit Court 5-12-5M2ln179:21 AM 58 COURT ADMINISTRATOR I JUDGES INFORMATION TECHNOLOGY SERVICES / ST. LUCIE COUNTY 107006-601-xxxxxx-6000 FOR BUDGET YEAR 2017/2018 - REVISED . COMMUNICATIONS COSTS $3,557 183-601-541000-6000 100MB Metro -E 218 S. 2nd Street- Court $2,789 House shared=1/4 FPUA Fiber Virginia Ave. shared =115 $768 VOICE COMMUNICATIONS SUPPORT 0 183-601-541000-6000 PBX VENDOR MAIINTENANCE/SUPPORT $0 2ND STREET SHARED 91% TELEPHONE & VOICE SUPPORT $0 SECURITY SYSTEMS & ADMINISTRATION 14,257 107006-601-534100-6000 INFORMATION TECHNOLOGY SERVICES $10,701 BANNER SUPPORT $2,205 KRONOS MAINTENANCE & SUPPORT $1,351 TOTAL 17,814 77777 • • • FY 2017-2018 REVISED Court Administrator Budget 19th Judicial Circuit Court 5-12-5M2ln179:21 AM 58 • RAM 59 Guardian Ad Litem Budget Summary Department 901 Fund No. Description Fiscal Year 2016/17 Budget Fiscal Year 2017/18 Requested Fiscal Year 2017/18 Recommended Increase (Decrease) % Increase (Decrease) 001:; GeneralFnal Utilities $4,370 $4,370 $4,370 $0 0.0% Operating Communications $2,841 $4,513 $2,841 $4,513 $2,841 $4,513 $0 $0 0.0% 0.0% G&A Charge $1,709 $7,028 $7,028 $5,319 311.2% 001 Total - General Fund $13,433 $18,752 $18,752 $5,319 39.6% 140 ': Court FachtyrSurcha'cge Fund Rent $51,075 - $43,846 $43,846 - -: ($7,229) _ - , 14.2% Infastructure $1,265 $3,565 $3,565 $2,300 181.8% 140 Total - Court Facility Surcharge Fund $52,340 $47,411 $47,411 ($4,929) -9.4% 142. '` Court_Technology Fund Communication & Internet GgA $11,820 $7,818 $14,953 $7,027 $14,953 $7,027 $3,133 ($791) 26.5% -10.1% 142 Total - Court Technology Fund $19,638 $21,980 $21,980 $2,342 11.9% Total - All Funds $85,411 $88,143 $88,143 $2,732 o 3.2/ circuit court summary for packet 6/21/2017 March 30, 2017 Honorable Joseph E. Flescher Honorable Doug Smith Chairperson, Indian River Co. Commission Chairperson, Martin Co. Commission County Administration Building Martin County Administration Center 1801 27th Street 2401 SE Monterey Road Vero Beach, FL 32960 Stuart, FL 34996 Honorable Terry W. Burroughs Honorable Chris Dzadovsky Chairperson, Okeechobee Co. Commission Chairperson, St. Lucie Co. Commission Board of County Commissioners Board of County Commissioners 304 Northwest 2nd Street, Room 123 2300 Virginia Avenue Okeechobee, FL 34972 Ft. Pierce, FL 34982 RE: Guardian ad Litem Program County Budget Request for FY18 Dear Commissioners: . The Guardian ad Litem Program's mission is "I am for the Child". Our vision clearly goes hand in hand with our mission. Our Program's vision as stated in our 2017 Annual Report "will continue to be a powerful and effective voice advocating for the best interest of Florida's abused, abandoned and neglected children and be recognized and respected as a partnership of community advocates and professional staff. To the fullest extent possible, this. vision will be realized through volunteers who will advocate as Guardians ad Litem for the children they serve." Our Program's ability to continue to operate is due, in large part, to your continued support and belief in our mission. Together we can ensure that close to 900 children from Indian River, Martin, Okeechobee and St. Lucie counties have a voice in Court and within their communities. By representing their best interests at such a critical time, we are able to make a profound difference in their lives, both now and in the future. We are honored to join our voice with yours in saying "I am for the Child". We would like to take this opportunity to submit our budget request for your review. However, we also wanted to inform you that because our current lease will be ending on May 31, 2017, St. Lucie County is working in conjunction with the City of Fort Pierce to explore a location for us that will create substantial savings for all four counties for years to come. If that occurs, we will be submitting an amended budget request. On behalf of the 19th Circuit staff, volunteers and most significantly, our children whose voices will not go unheard, we thank you. Thank you for your consideration of the Guardian ad Litem County budget request for FY18. Please feel free to contact me if you have any questions at (772) 871-7237. Respectfully, �L7il/y./ Vern Melvin, Circuit Director • NINETEENTH CIRCUIT GUARDIAN AD LITEM 584 NW UNIVERSITY BOULEVARD, SUITE 600 PORT ST. LUCIE, FL 34986-2260 PHONE: (772) 785=5804 C2 FAx: (772) 785-5869 APR 052017 GAL Guardian ad I A POWERFUL VOOICE FORGE7'OG� FLORIDA'S CHILDREN��'iiii//// rt' • FLORIDA GUARDIAN AD LITEM PROGRAM Alan Abramowitz, Executive Director Vern Melvin, Circuit Director March 30, 2017 Honorable Joseph E. Flescher Honorable Doug Smith Chairperson, Indian River Co. Commission Chairperson, Martin Co. Commission County Administration Building Martin County Administration Center 1801 27th Street 2401 SE Monterey Road Vero Beach, FL 32960 Stuart, FL 34996 Honorable Terry W. Burroughs Honorable Chris Dzadovsky Chairperson, Okeechobee Co. Commission Chairperson, St. Lucie Co. Commission Board of County Commissioners Board of County Commissioners 304 Northwest 2nd Street, Room 123 2300 Virginia Avenue Okeechobee, FL 34972 Ft. Pierce, FL 34982 RE: Guardian ad Litem Program County Budget Request for FY18 Dear Commissioners: . The Guardian ad Litem Program's mission is "I am for the Child". Our vision clearly goes hand in hand with our mission. Our Program's vision as stated in our 2017 Annual Report "will continue to be a powerful and effective voice advocating for the best interest of Florida's abused, abandoned and neglected children and be recognized and respected as a partnership of community advocates and professional staff. To the fullest extent possible, this. vision will be realized through volunteers who will advocate as Guardians ad Litem for the children they serve." Our Program's ability to continue to operate is due, in large part, to your continued support and belief in our mission. Together we can ensure that close to 900 children from Indian River, Martin, Okeechobee and St. Lucie counties have a voice in Court and within their communities. By representing their best interests at such a critical time, we are able to make a profound difference in their lives, both now and in the future. We are honored to join our voice with yours in saying "I am for the Child". We would like to take this opportunity to submit our budget request for your review. However, we also wanted to inform you that because our current lease will be ending on May 31, 2017, St. Lucie County is working in conjunction with the City of Fort Pierce to explore a location for us that will create substantial savings for all four counties for years to come. If that occurs, we will be submitting an amended budget request. On behalf of the 19th Circuit staff, volunteers and most significantly, our children whose voices will not go unheard, we thank you. Thank you for your consideration of the Guardian ad Litem County budget request for FY18. Please feel free to contact me if you have any questions at (772) 871-7237. Respectfully, �L7il/y./ Vern Melvin, Circuit Director • NINETEENTH CIRCUIT GUARDIAN AD LITEM 584 NW UNIVERSITY BOULEVARD, SUITE 600 PORT ST. LUCIE, FL 34986-2260 PHONE: (772) 785=5804 C2 FAx: (772) 785-5869 • Below is an updated memo breakdown of the Guardian ad Litem budget request for FY18. Pursuant to Revision 7, of Article V Proposed FY18 Budget for the Guardian ad Litem Program of the Nineteenth Circuit (All estimates are subject to change): • Rent Charges: $190,634.64: Our program occupies 8,904 square feet at the facility located at 584 NW University Blvd., Suite 600, Port St. Lucie, FL 34986. Charges include base rent and operating costs (CAM) (water/sewer, garbage pickup and maintenance). Amount also includes flexibility for estimated CAM cost increase on 01/01/18. • Utility Services: $19,000.00: To cover utilities as light, heat, power provided to the program. • Building/Equipment Maintenance: $15,500.00: AC maintenance, repair services that may arise. • Other Contractual Services: $7,350.00: ADT Securities and cleaning services. • Operating Supplies: $5,000.00: To cover for office supplies such as: Toners for the fax, ink cartridges for the printers, cell phones/Blackberries equipment, office phones and answering machines, equipment rental and equipment under $1000.00. • Communications: $19,620.00: Monies will cover cell phone/blackberry monthly service. It also includes local and long distance phone services for the year. • • G&A Charge: $61,108.00: General and Administrative expense to St. Lucie County. Court Related Technology Expenses, funded by user fees and not county related resources (F.S. 29.008 & 28.24): • Court Related Technology Expenses: $65,014.38 (see breakdown below) 1. IT Services: $55,826.00 for Information Technology Services provided by St. Lucie County. Also, includes internet communication recurring monthly charge. System enables the Guardian ad Litem Program to operate the computer data base system and perform various computer functions required to maintain the Program. Updates, licenses and parts needed for repairs of desktops, laptops, iPads and printers. 2. Communications: $4,320.00 for data service. 3. Equipment: $4,868.38 IPads for the Child Advocate Managers to use in the Courtroom (see justification). Cc: Howard Tipton, County Administrator, St. Lucie County Asheley A. Hepburn, Management & Budget Director, St. Lucie County Alvin Hall, Management Analyst, St. Lucie County Jason E. Brown, County Administrator, Indian River County • Michael R. Smykowski, Director, Management & Budget, Indian River County Taryn Kryzda, County Administrator, Martin County Jennifer Manning, Budget Manager, Martin County Robbie Chartier, County Administrator, Okeechobee County Corey Wheeler, Budget Director, Okeechobee County 63 Requirements of Counties • I. Counties must fund facilities and the cost of communication services, construction or lease, maintenance, utilities, and security of facilities for the guardian ad litem programs. §29.008(1), Florida Statutes. 2. Counties must. provide office space for guardian ad litem personnel and equipment in compliance with Florida Department of Management Services standards for space allotment. §29.008(1)(a), Florida Statutes. 3. Counties must provide storage for guardian ad litem files and equipment. §29.008(1)(a), Florida Statutes. 4. Counties must provide parking to the guardian ad litem programs in connection with facilities provided. §29.008(1)(a), Florida Statutes. 5. Counties must provide all costs and fees associated with utilities and maintenance of utilities at facilities provided to the guardian ad litem programs. This section describes utilities as light, heat, power and water. §29.008(1)(d), Florida Statutes. 6. Counties must provide telephone system infrastructure to the guardian ad litem programs. This includes computers lines, telephone equipment, facsimile equipment, wireless communication, cellular telephones, pagers, video teleconferencing equipment and line chargers. §29.008(1)(f)(1), Florida Statutes. 7. Counties must provide local and long-distance telephone service to the guardian ad litem programs. • §29.008(1)(f)(1), Florida Statutes. 8. Counties must provide all computer system networks, systems and equipment to the guardian ad litem programs. This includes hardware, software, modems, printers, wiring, network connections, maintenance support staff and service. §29.008(1)(f)(2), Florida Statutes. 9. Counties must provide courier messenger and subpoena service to the guardian ad litem programs 10. The clerk of the circuit court shall charge for services rendered by the clerk's office in recording documents and instruments and in performing the duties enumerated in amounts not to exceed those specified in this section. Notwithstanding any other provision of this section, the clerk of the circuit court shall provide without charge to the state attorney, public defender, guardian ad litem, public guardian, attorney ad litem, criminal conflict and civil regional counsel, and private court-appointed counsel paid by the state, and to the authorized staff acting on behalf of each, access to and a copy of any public record, if the requesting party is entitled by law to view the exempt or confidential record, as maintained by and in the custody of the clerk of the circuit court as provided in general law and the Florida Rules of Judicial Administration. The clerk of the circuit court may provide the requested public record in an electronic format in lieu of a paper format when capable of being accessed by the requesting entity. §28.24, Florida Statutes. 64 • • • STATE AGENCY REQUEST FOR FUNDING FROM INDIAN RIVER COUNTY FISCAL YEAR 2017/2018 A. Program Cover Page Agency: Guardian ad Litem Contact Person: Vern Melvin Title: Circuit Director Address: 584 NW University Blvd. Suite 600 Telephone: (772) 785-5804 Fax: (772) 785-5869 E -Mail: vern.melvin(cDgal.fl.gov cc: celia.garcia(@gal.fl.gov Port St. Lucie, FL 34986 Website Address: www.guardiaEgdlitem.org Program Title: Guardian ad Litem certify that information contained in this application accurately reflects the activities of this agency and that the expenditures or portions thereof for which County funds are being requested are not reimbursed by any of er source. Vern Melvin, Circuit Director S nature Print name and title Brief Description of the Program for which funding is requested: The 19th Circuit Guardian ad Litem Program is a partnership of community advocates and professional staff providing a powerful voice on behalf of abused, neglected or abandoned children who are involved in court proceedings in Indian River, Martin, Okeechobee and St. Lucie Counties. Summary Report Amount requested from Indian River County for 2017/2018: Total Proposed Program budget for 2017/2018: Percent of total Program budget: Current Funding (2016/2017) Dollar increase/decrease in request: Percent increase/decrease in request: -if request increased 5% or more, briefly explain why: $88,142.21 $383,227.02 23% $85,408.17 IRC Portion $2,734.04 About 3.2% increase The Organization's Board of Directors has approved this application on (date): Name of President/Chair of the Board Signature Name of Exec. Director/CEO Signature 65 B. Organization Capability 1. Description of the countywide purpose the funds will be used for: The Guardian ad Litem Program represents children that have been abandoned, abused and neglected in Indian River County. Through circuit court appointment, the Guardian ad Litem Program gives Indian River children who find themselves involved in the Court system a voice in the courts. The funding provides for the staff members of the Guardian ad Litem Program to adequately represent the children in this process. 2. Listing of specific programs your agency offers to our community. The Guardian ad Litem Program is a crucial component of the Dependency system, this program provides a voice for children who have been abandoned, abused and neglected. The Guardian ad Litem Program takes a proactive role in each child's life and ensures their best interest is represented in the Court system. The Program works with a large number of social service agencies to ensure the.children's voice is heard. • • 66 GUARDIAN AD LITEM- 19th JUDICIAL CIRCUIT STATUTORY EXPENSE BUDGET.._ AMENDED FYI 8 -BUDGET REQUEST EXPENSE DESCRIPTION Total RENT $ 190,634.64 UTILITY SERVICES $ 19,000.00 BUILDING/EQUIPMENT MAINTENANCE $ 15,500.00 OTHER CONTRACTUAL EXPENSES $ 7,350.00 OPERATING SUPPLIES $ 5,000.00 COMMUNICATIONS $. 19,620.00 G&A CHARGE $ 61,108.00 TOTAL GENERAL COUNTY FUNDS $ 318,212.64: 'TECHNOLOGY BREAKDOWN EXPENSE DESCRIPTION IT SERVICES $ 54,826.00 LICENSES, UPDATES, REPAIRS $ 1,000.00 EQUIPMENT $ 4,868.38 COMMUNICATIONS $ 4,320.00 TOTAL{,TECHNOLOGY EXPENSES TOTAL BUDGET:'; $ 383,227.02_: 'Technology Expenses funded by user fees and not county resources (F.S. 29.008 & 28.24 6% *II estimates are subject to change* 67 COUNTY ALLOCATIONS. STATUTORY, EXPENSES. EXPENSE DESCRIPTION Indian River Martin Okeechobee St. Lucie Fund Total 23% 24% 6% 47% 100% RENT $ 43,845.97 $ 45,752.31 $ 11,438.08 $ 89,598.28 $ 190,634.64 UTILITIES $ 4,370.00 $ 4,560.00 $ 1,140.00 $ 8,930.00 $ 19,000.00 BUILDING/EQUIPMENT MAINTENANCE $ 3,565.00 $ 3,720.00 $ 930.00 $ 7,285.00 $ 15,500.00 OTHER CONTRACTUAL EXPENSES $ 1,690.50 $ 1,764.00 $ 441.00 $ 3,454.50 $ 7,350.00 OPERATING SUPPLIES $ 1,150.00 $ 1,200.00 $ 300.00 $ 2,350.00 $ 5,000.00 COMMUNICATIONS $ 4,512.60 $ 4,708.80 $ 1,177.20 $ 9,221.40 $ 19,620.00 G&A CHARGE $ 14,054.84 $ 14,665.92 $ 3,666.48 $ 28,720.76 $ 61,108.00 TOTAL GENERAL COUNTY FUNDS $ 73,188.91 $ 76,371.03 -$ 19,092.76 $149,559.94 $ 318,212.64 IT SERVICES $ 12,609.98 $ 13,158.24 $ 3,289.56 $ 25,768.22 $ 54,826.00 LICENSES, UPDATES, REPAIRS $ 230.00 $ 240.00 $ 60.00 $ 470.00 $ 1,000.00 EQUIPMENT $ 1,119.73 $ 1,168.41 $ 292.10 $ 2,288.14 $ 4,868.38 COMMUNICATIONS $ 993.60 $ 1,036.80 $ 259.20 $ 2,030.40 $ 4,320.00 TOTAL TECHNOLOGY EXPENSES $ 14,953.31 $ 15,603.45 $ 3,900.86 $ 30,556.76 $ 65,014.38 TOTAL BUDGET $ 88,142.21 T $ 91,974.48 1 $ 22,993.62 $180,116.70 $ 383,227.02 *II estimates are subject to change* 67 C. FINANCIALS TOTAL AGENCY BUDGET AGENCY/PROGRAM NAME: GUARDIAN AD LITEM REVENUES FYI 5/16 10/1/15 TO 9/30/16 ACTUAL FYI 6/17 10/1/16 TO 2/29/17 FYI 6/17 TOTAL FY 03/01/17 TO 2016/2017 9/30/17 FY 2017/2018 10/1/17 TO 9/30/18 ACTUAL 5 MONTHS EST. (7) 7PROPOSED MONTHS BUDGET TOTAL REVENUES EXPENDITURES Court Facilities: Rent Other $222,063.89 $ - 78,888.00 $ $ 190,634.64 108,578.00 TOTAL COURT FACILITIES $ 300,951.89 $ 299,212.64 Technology ($2 Recording) Communications Computer leases $ 4,320.00 $ 4,320.00 Computer purchase IT Support Copier leasing $ - $ 47,068.00 $ $ 4,868.38 55,826.00 Other TOTAL TECHNOLOGY $ 51,388.00 $ 65,014.38 Local Options: Teen Court Other TOTAL LOCAL OPTIONS Other Expenses: Utilities Other $ 191000.00 $ 19,000.00 TOTAL OTHER EXPENSES $ 19,000.00 $ 19,000.00 GRAN TOTAL $ 371.339.89 $ ARA 977 n9 • • is • 69 Rent / Estimated Operating Costs for '17 -'18 - 8,904 square feet Current CAM costs cover 10/l./2017,,,:- 12/31/2017 Current CAM costs of $4 91 psf x 8904 sf $43;718 64 $43,718 64`/ 12 ., $3,643.22 per month' tEstunated CAM n crease cover 01/01/2018, , 09/30/2018' CAM increase costs January 1; 201$ of $2 00 psf from $4 914016:9.r !stfifated .on CAM uicrease;of $6 91 psf x 8904 sf $61,526 64 `Estinated 26 64 / 12 $5,127 22 perymonth Month Rent CAM Monthly Total Oct 2017 $ 11,130.00 i $ 3,643 22 : $ 14,773.22 Nov 2017 $ 11,130.00 r $ 3,643 22:' $ 14,773.22 Dec 2017 $ 11,130.00 $ ` 3,643 22 $ 14,773.22 Jan 2018 $ 11,130.005,127±22 ; $ 16,257.22 Feb 2018 $ 11,130.00 i Y 4t p�Y, i �F; ° ' `,,; 5 12722 $ 16,257.22 Mar 2018 $ 11,130.00 �s y4}s 5 17 22 $ $ 16 257.22 Apr 2018 $ 11,130.00 $ 16,257.22 May 2018 $ 11,130.00 $' ` s : x;127 22 ' $ 16,257.22 Jun 2018 $ 11,130.00 :," $' a ; 5?127 22 :. $ 16,257.22 Jul 2018 $ 11 130.00 $:,,; 2::,:. $ 16 ,257.22 •t Aug2018 $ 11 130.00 .; :=.;..,; a„,.,5;1i2y7,..22: a. 22. $ 16 , 257.22 Sept 2018 $ 11 130.00 $. ; 5 127 22 t. �....,.. ; $ 16,257.22 . Grand Total $ 133,560.00 $ 57,074.64 • 69 ST. LUCIE COUNTY BOARD OF COUNTY COMMISSIONERS CHRIS DZADOVSKY CHAIRMAN DISTRICT 1 TOD MOWERY VICE-CHAIRMAN DISTRICT 2 LINDA BARTz DISTRICT 3 =RANNIE HUTCHINSON DISTRICT 4 CATHY TOWNSEND DISTRICT 5 HOWARD N. TIPTON COUNTY ADMINISTRATOR DAN MCINTYRE COUNTY ATTORNEY MAILING ADDRESS 10 1 NORTH ROCK ROAD FORT PIERCE, FL 34945 PHONE (772) 462-6444 TDD (772) 462-1428 FAX (772) 462-1443 E-MAIL CHOWG@STLUCIECO.ORG GEE CHOW Chief I111,01-111ation (Hirer March 30, 2017 Guardian Ad Litem Attention: Celia Garcia 584 NW University Blvd Suite 600 Port St Lucie, FL 34986 Dear Mrs. Garcia: Attached are your chargebacks for FY 18 from your St. Lucie County Information Technology Team, including the cost for FYI for your comparison. Information Technology is happy to announce that we have increased our Internet bandwidth and improved our Internet failover design. We have also completed the Cisco Phone Project Conversion.. All AT&T voice related cost are now paid by Information Technology. While each agencies chargeback only includes the fees for the services they utilize, the combined services and improvements will provide improved Customer Service/Support, increased efficiency and minimized down time. All services are focused on the lowest possible cost and best customer experience for the public. Guardian Ad Litem's chargeback increased this year due to an increase in the laptop count. This increase raises your overall node count which results in the cost for Network Support and System Security to rise. The total charge back to Guardian Ad Litem for FYI is $54,826 an increase of $8,758 from FYI 7. Please feel free to contact us with any questions. WEBSITE 70 VVWW.STLUCIECO.GOV To LUCIE is • • C, 1E 10 Page 2 of 2 INFORMATION TECHNOLOGY CHARGE BACK FY 17-18 GUARDIAN AD LITEM Stand Alone PCs 0 Stand Alone Printers 1 Total Stand Alone Units 1 Telephone Lines 30 Email Users 1 Networked PCs 46 Laptops 36 Networked Printers 4 Total Nodes 86 FY 16-17 FY 17-18 Communications ASE 50meg Data Circuit. $ 5,100 $ 5,100 Desktop Support $. 20,053 $ 22,826 Customer Service $ 6,710 $ 5,138 Telephone Voice Support $ 6,261 $ 6,930 File & Print $ _ $ _ Network Support (includes Internet) $ 5,084 $ 9,567 System Security & Administration $ 2,860 $ 5,265 Total Charges $ 46,068 $ 54,826 Increase $ 8,758 T. LUCIE 71 Celia Garcia From: Jennifer Hill <hillj@stlucieco.org> • Sent: Friday, March 31, 2017 5:15 PM To: Celia Garcia Cc: Alvin Hall; Asheley Hepburn Subject: G & A Charges Attachments: GAL Cost Allocation.pdf As we discussed, the g & a charges for FY 18 for Guardian Ad Litem will be $61,108. The total cost that was calculated by our consultant was $167,124.78. After analyzing was there was such a significant increase, we decided to manually recalculate it and have decided that the $61,108 would be a more reasonable charge. As I mentioned, although the indirect costs attributable to Guardian Ad Litem have risen, the costs associated with Court Administration have decreased, which will mean that overall the total amount of g & a charges that the four counties pay will be less in the FY 18 budget than in the FY 17 budget. Budget Manager St. Lucie County Board of County Commissioners 2300 Virginia Avenue Fort Pierce, FL 34982 772-462-1723 Please Note: Florida has very broad public records laws. Most written communications to or from County officials regarding County business are public records available to the public and media upon request. It is the policy of St. Lucie County that all County records shall be open for personal inspection, examination and / or copying. Your e-mail communications will be subject to public disclosure unless an exemption applies to the communication. If you received this email in error, please notify the sender by reply e-mail and delete all materials from all computers. 72 • • Last Saved:7/25/2016 9:57:48 AM SUMMARY OF ALLOCATED COSTS ST LUCIE COUNTY, FL FULL COST FISCAL YEAR 2015 � 0 • FD183006 Guardian FD184 Erosion Fund Central Services Departments Ad Litem Fund BUILDING USE ALLOWANCE EQUIPMENT USE ALLOWANCE 001 FINANCIAL & ADMINISTRATIVE 463.79 1300 055 CLERK FINANCE 1330 2,012.61 001 COUNTY ADMINISTRATOR 1210 001 COUNTY COMMISSION 1110 1,223.34 001 OFFICE OF MGMT & BUDGET 1,227 99 1301 001 PURCHASING 1320 2,423.32 001 HUMAN RESOURCES 1330 001 GRANT RESOURCES/ DISASTR RECVRY 1350 001 LEGAL COUNSEL/ ATTORNEY 1410 001 OTHER GEN'L GOVT 1900 001 SERVICE GARAGE 1920 001 ADMIN BLDGS / UTILITIES 1925 001 AIR COND MAINT 1929 001 CONSTRUCTION & RENOVATION 1930 001 MAINT PROJ / FACILITIES 1931 001 INFORMATION TECHNOLOGY 159,773.73 1955 001 ADMIN / FACILITIES 19301 001 ADMIN CUSTODIAL / FACILITIES 1926 001 ADMIN BLDGS / FACILITIES 1925 SLC UTILITIES COMMON COST 1,742.35 13,856.15 2,027.64 6,393.64 27,591.10 5,738.15 1,597.14 17,686.36 116.53 156.82 FD185 FHFA FD187 Boating Fund 131.62 571.15 347.17 3,284.05 179.57 Total Allocated Costs 167,124.78 76,905.89 3,284.05 1,229.50 Page 24 of 322 73 • VICTIM ASSISTANCE • VIIR • 0 Lo O tD 77 _T Mme/ Q) T O � N m LL. L 0 c aT ti a� o (� N _ C m V/ T N Q Q N C O L a Q O LL 0 Lo O tD 77 STATE ATTORNEY'S OFFICE VICTIM SERVICE DEPARTMENT 2017-18 (Sexual Assault Assistance Program and Victim Assistance Program) DIRECTOR'S SALARY FICA $4,633 Retirement $4,554 Health $7,754 Life $233 L/Term Disability $115 W/C $309 TOTAL $17,598 DIRECTOR'S TOTAL SALARY & BENEFITS VICTIM ADVOCATE SALARY Salary Benefits FICA $3,678 Retirement $3,615 Health $75-754 Life $185 L/Term Disability $91 W/C $245 TOTAL $15,568 VICTIM ADVOCATE'S TOTAL SALARY & BENEFITS VICTIM ADVOCATE SALARY Salary Benefits FICA $2,404 Retirement $2,363 Health $7,754 Life $121 L/Term Disability $60 W/C $160 TOTAL $12,862 VICTIM ADVOCATE'S TOTAL SALARY & BENEFITS $ 60,559 $78,157 $48,072 $63,640 $31,424 $44,286 78 • • • • VICTIM ADVOCATE SALARY $32,969 Salary Benefits FICA $2,522 Retirement $2,479 Health $7,754 Life $127 L/Term Disability $63 W/C $168 TOTAL $13,113 VICTIM ADVOCATE'S TOTAL SALARY & BENEFITS $46,082 VICTIM ADVOCATE SALARY $29,879 Salary Benefits FICA $2,286 Retirement $2,247 Health $7,754 Life $115 L/Term Disability $57 • W/C $152 TOTAL $12,611 VICTIM ADVOCATE'S TOTAL SALARY & BENEFITS $42,490 TOTAL SALARY BUDGET $274,655 OPERATING EXPENSES Communication (Rape Hot-Line/Long Distance Charges/ Cell Phones, Pagers) $7,000 Answering Service $2,000 Mileage and Training $2,500 Compensated Leave $3,500 TOTAL VICTIM SERVICE BUDGET $289,655 • TOTAL REQUESTED FOR EACH SUPPORTING COUNTY INDIAN RIVER $66,392 79 STATE ATTORNEY • r� 81 State Attorney Budget Summary Comparison of FY 2016/17 and FY 2017/18 903 Fund FY 2016/17 FY 2017/18 FY 2017/18 Increase % Increase Number Description Budget Requested Recommended (Decrease) (Decrease) 0.0.1 General'Funtl , „ Utilities $5,259 $5,516 $5,516 $257 4.89% Telephone $16,005 $8,700 $8,700 ($7,305) -45.64% Communications $120 $120 $120 $0 0.00% Custodial $2,263 $1,265 $1,265 ($998) -44.10% 001 Total General Fund $23,647 $15,601 $15,601 ($8,046) -34.03% .140 ' , �Courf,Fac�l�tres Surcharge Fuhd. ;. - 140 Rent $64,741 $69,647 $69,647 $4,906 7.58% 142 ;- Court Techno/o 'Fund �' � _ IT Maintenance $18,450 $18,488 $18,488 $38 0.21% IT Support $5,477 $34,767 $34,767 $29,290 534.78% Digital Copier Leasing $8,004 $8,005 $8,005 $1 0.01% Hardware & Software $18,704 $47,605 $47,605 $28,901 154.52% Fiber Optic $17,294 $17,597 $17,597 $303 1.75% IT Supplies $13,161 $10,350 $10,350 ($2,811) -21.36% 142 Total Court Technology Fund $81,090 $136,812 $136,812 $55,722 1 68.72% circuit court summary for packet 6/21/2017 00 W Bruce H. Colton . State Attorney 19 April 2017 OFFICE OF THE �fafv> farne-V NINETEENTH JUDICIAL CIRCUIT OF FLORIDA SERVING INDIAN RIVER, MARTIN, OKEECHOBEE AND S".I: LUCIE COUNTIES Mr. Michael R. Symkowski Director, Management & Budget Indian River County 1801 27th Street Vero Beach, FL 32960-3388 Dear Mr. Symkowski: - - 411 South Second Street Port Pierce, Florida 34950 (772) 465-3000 Fax: (772) 462-1214 Attached, please find our AMENDED budget request for Fiscal Year 2017-2018. If you have any questions, or if additional information is needed, please Gayle McMahon in our Fort Pierce office. Yours Truly Bruce H. Colton State Attorney Attachment • • • STATE AGENCY REQUEST FOR FUNDING FROM INDIAN RIVER COUNTY FISCAL YEAR 2017/2018 A. Program Cover Page Agency: State Attorney, 191h Judicial Circuit Telephone: Contact Person: Gayle W. McMahon Fax: Title: Fiscal Director _ E -Mail: Address: 411 South 2"d Street Fort Pierce, FL 34950 Website Address: Program Title: State Prosecution (772) 465-3000 (772) 462-12.14 gmcmahonosao19 ora I certify that information contained in this application accurately reflects the activities of this agency and tha penditure o o i ns thereof for which County funds are being requested are not reimbursed b any end Bruce H. Colton, State Attorney, 19th Circuit Signature Brief description of the Program for which funding is requested: Mate Prosecution and Victim Services activities I Summary Report Amount requested from Indian River County for 2017/2018: $ 222,060. 1 Total Proposed Program budget for 2017/2018: $ 222,060. —� Percent of total Program budget: 100% Current Funding (2016/2017) $ 169,478 Dollar increase / (decrease) in request: $ 52,582 Percent increase / decrease in request: 31 If request increased 5°A nr mnra hriafh, cv. ..L ... 3% increase in Rent Line Item as well as increased Information Technology costs. The Organization's Board of Directors has approved this application on (date): Name of President/Chair of the Board Signature Name of Exec. Director/CEO Signature M. B. Organizational Capability 1. Description of the countywide purpose the funds will be used for: State Prosecution and Victim• SerVlCes activities 2. Listing of specific programs your agency offers to our community. State Prosecution and Victim Services activities 86 • 0 87 C, z !uj; CI 01 J I, i LU 10 Q OiLo I CV to. i'Q I '� 1 N (1� i 1 (0 1LO co r,- U) to 1-- 0 C4 co co n CD 0) U'j 11 I(o Lo! m co M 0 z I co r- o! im W) 1 co to 1 --;I- co Cq 00 a jc�) 04 ILU IX'o LL C`iILO 10) to C3; C14 (0! co ,r c::, 1, O Int__ C, 00 f f 00 _j :L " I �e j i i C, (01,1 it cr) LIJ C:) co Z D 10 1 i IN 0 I-- UJ 10 T- 1! I 16"� 69! c�i to! co i I I 1 i l l i C:>CC CI4 LLj 01 1-1 A 1- Lo ItO 1 LO Cf(o (01 CI! DI, i 104101-1 CN 1-i- 11(o 'T C 0 c')P_ 1—i ;M I U-); LLJ IMI <i z C?, W; 69 69 69 44 60 64 (0 69. 69 !69 LL; 1co 1— co 'o, " v ,1(01 C) LO CO N r- i co C> C"� Ic0q, i ico r�_ co co iwi 1 i z P!, 01 I I I oil 1 Ico I I !co CZ! 0 ao, r-- U) to m LIJ &0 C� CI4 C, !D c) 10 i 10 !01 Z 9 u ,z f j i i 0 W, 61) V9 6% 69 0 . i I , � fA. to 6o 69 6916% to (z to I ir, C." (C")j so -foi !,cc) — N, IR4 1 R" 1 �2 0') M, 0 OCI IR N r..j 04 — c') I j CO al I I 0 0 X cy W Co Q LLJ C.4 R C? 06 -j 3) Ito < 169 609. i 44 64 LL u 'E 0 LU Co Lu w crI co Z'o Lu o z w i 1.2 40, 'C6 Is! I 1 0-! (:, F_ CL X; 0 ax, -a! w W 01 t, ) cr) of 1 C I ca Cf) 0 j i ; c U_ U) i a i m -0 ! U z Jo I tz Z 0 LL ! (D 41 C. 0 Va'B CD i Cit! I= 10 0 4v 1 �o ! E 0 CLI a) Xg o w lu, C, 2v 10 UL io 0 CL! X Ia UJ15 U. 87 • PUBLIC 89 0 0 0 Public Defender Budget Summary Comparison of FY 2016/17 and FY 2017/18 001-904 Fund Number Description FY 2016/17 Budget FY 2017/18 Requested FY 2017/18 Recommended Increase (Decrease) % Increase (Decrease) General Utilities $920 $920 $920 $0 0.0% Telephone $2,169 $2,386 $2,386 $217 10.0% Communications $70 $81 $81 $11 15.7% I Phone Maint & Repair $150 $150 $150 $0 0.0% 001 Total General Fund $3,309 $3,537 $3,537 $228 6.9% 1,"4 140 Rent -Office Space $4,1135- .$4,259 $4,259 $124 3.0% 14? Q- 77 IT Support $20,942 $20,160 $20,160 ($782) -3.7% IT Maint & Repair $14,191 $16,259 $16,259 $2,068 14.6% Comm/Fiber Lines $16,823 $16,416 $16,416 ($407) -2.4% Hardware $19,279 $17,042 $17,042 ($2,237) -11.6% Software $2,007 $1,886 $1,886 ($121) -6.0% IT Supplies $1,150 $1,150 $1,150 $0 0.0% ITraining $345 $0 $0 ($345) -100.0% 142 Total Court Technology Fund $74,737 $72,913 $72,913 ($1,824) -2.4% Total $82,181 $80,709 $80,709 ($1,472) -1.79% *Public Defender states FY 16/17 budget as $81,978 circuit court summary for packet 6/21/2017 r _ i;iiver County °< Indian '4 APR 13 2011 Office: of the . OFFICE OF bXN County Administrator Public Defender NINETEENTH JUDICIAL CIRCUIT 216 SOUTH SECOND STREET FORT PIERCE, .FLORIDA 34950 TELEPHONE (772j 462-2048 FAX (772) 462-2047 April 11, 2017 Mr. Jason Brown Director, Management & Budget Indian River County 180127"' Street Vero Beach, Florida 32960-3388 Dear Mr, Brown; Enclosed please find aur Indian River County Budget .Request for Fiscal Year 2017-201 S. We have., as always, made every effort to reduce costs wherever possible. Please call me with any questions you may have, Sincerely, fit,% ✓ �- �. Diamond R. L.itty Public Defender STATE AGENCY REQUEST FOR FUNDING FROM INDIAN RIVER COUNTY FISCAL YEAR 2017/2018 A. Program Cover.Page Agency. Public Defender Office, 19th Telephone: 772/337-5665 Contact Person Patricia Armold Fax: 772/337-5668 Title: Administrative .-Director_ E -Mail: — patriciavarmol�dl9.oTg Address: 1664 SE Walton Road, Suite 203 Port St. Lucie. --.FL 34952 Website Address pd19. oxg Program Title: Indigent Defense I certify that information contained in this application accurately reflects the activities of this agency and that the expenditures or portions thereof for which County funds are being requested are not reimbursed by any other source. Patricia Armold Administrative Director Signature Print name and title Brief description of the Program for which fundinq is requested: Funding is requested for the Public Defenders�Office and a�portion of the Administrative Office and costs for the purpose of representing pers declared indigent and facing possible incarceration in criminal and certain civil matters in accordance with Florida Statues. ort Amount requested from Indian River County for 2017/2018: $ 80, 709.00 Total Proposed Program budget for 20.17/2018: S Percent of total Program budget: % i Current Funding (2010/2017) 5 -- Dollar increase / (decrease) in request: S - ------ Percent Percent increase / decrease in request. % I I ne Urganrzatron's Board of Directors has approved this application on (date). Name of President/Chair of the Board Patricia Armold • Name of Exec. Director/CEO Si Signature ns 93 ' � � B. Organizational Capability 1 Description of the Minty | This agency is mandated by law to handle the defense of all persons � declared indigent by the Clerk of Court and charged with criminal or certain civil offenses that may result in luoorceostlno The budget reflects only those expenses, local and circuit -wide ' that are mandated by Florida Statutes to be paid by the County �, accordance with Chapter 29, ^- | We respectfully request that the items budgeted for the Office of the Public Defender in the yuat in u .Geoeral Food by the County Admiuiatrat r including, but not limited to: office space, u-utodiaI expeuaeo utilities for the local offices, etc., continue to he budgeted l` �be same manner. - | 2L � �� - . Defense of persons declared indigentand charged with criminal or � some civil offenses that may result in incarceration. � | i ' / / � . C. Financials TOTAL AGENCY BUDGET TOTAL REVENUES EXPENDITURES AGENCY/PROGRAM NAME: .. FV 15118 11TO Flo/l/16 -T— -- -F-1Y0-/1 1_0 O 103F;'0Y 11;16711T7UT—OT....A...L. F..._Y /17 O913016 I� 2i29117 9!30/17 2016/2017 913tl/18 REVENUESACTUALS ACTUAL EST, 7 �) _._..._.r____—_— PROPOSED -- --- .-- — _ MONTHSMONTHS BUDGET I� TOTAL EXPENSES i 95 TOTAL REVENUES EXPENDITURES I� TOTAL EXPENSES i 95 - FISCAL YEAR 2017/2018 (OCTOBER 1, 2017 TO SEPTEMBER 30, 2018) INDIAN RIVER COUNTY AGENCY: ;Public Defender, 19th Circuit ---- DATE: April 10, 2017 EXPENDITURES _ _ _._ OL-_ HOLE DLARS ONLY --- EXPENSES (SOURCE OR TYPE OF ACTUAL EXPENSES ACTUAL (5} MONTHS EST. (7) MONTHS "AMOUNT . EXPENSES} 10.01-2015 TO 9!3012016 a 10-01-2016 TO 03-01-2017 TO TOTAL REQUESTED... COMMENTS General Fund 02-08-2017 09-30-2017 2016/2017 FOR 2017/2018:;. Utilities -....Utili . Telephone $ $ 693.00 1,247.00 $ 510.00 _... -- -- $ 506.00 $ 016.00 $. _ :>920 00' Telephone - Maint & Repair $ _ 490.00 $ $----1,-4971 007.00 $ '$ .00 ;,$; 1-.45"3'00'1 Telephone - Egiupment - $310.00 $364.00 $ 150.00 . $369,001$ - 150.00 .$ ' 00`: :' Other Comm (Fedex & Cks) $ 43.00 $ 56.00 $ 30..00 $ 733 00 -86 '$733 00 Other (Custodial) 00 $ 81 00;: Total General Fund $ 2,293.00 $ 1,420 00 $ 2,062.00 $ 3-1482.00- __... $` 3,537.00` Facilities _. - - - - Rent/Office ace S p Other $ 4,015.00 $ 1,723.00 $ 2,412.00 $ 4,135 00 - ..- SLC Rent increase $. 4;259 OO;y Total Facilities $ 4,015.00 ,015.00 $ 1,723.00 __.._ .. . $ 2,412.00 $ 4,135-00 TOTAL Technology $ 6,308.00 $ 3,143.00 $ 4,474.00 $ 7,617 00 $:- 7;796 00= IT Support IT Maintenance & Repair $ $ 17,524.00 17,556.00 $ 8,438.00 $ $ 12,098.00 $ 20,536.00 $__ 20j160(10:' Comm/fiber Lines $ 16,126.00 12,486.00 $ 6,477.00 $ 1,785.00 $ $ 14 271.00 16;259 00 Hardware _.__ _ $ 20,294.00 - $ 14,47200 10;289.00 $ 4,814.00 $ $ 16,766.00 - oftware $ 388.00 $ 55.00 $ 1, 952.00 $ -. .. 19,286.00 007.00 $ _ 17x042:00: - IT Supplies $ 944.00 $ 512.00 $ 638.00 $ 2 Training $ 1,150.00 _.. Wretess Crthouse Proj. $ -..345.0.0.. $ 345.00 _ Total Technology $ 72,832.00 $ 42,440.00 $ 31,921.00 $ $ :'. _ 72;9. f3 00 - $ 74,3G1.00 GRAND TOTAL $ 79,140.00 $ 45,583.00 1 $ 36,395.00 $ 81,978.00 $:- 80,709 00 H:\WP\CNTYBDGT\17-18\BUDGET FORMS 17-18 IRC BUDGET 17-18 (2) 4/10/2017 4:48 PM �o • MEDICAL EXAMINER • • 97 Medical .Examiner Budget Summary Comparison of FY 2016/17 and FY 2017/18 001-907 Revised 6/2/17 FY 2017/18 Increase % Increase Description FY 2016/17 Budget . Requested (Decrease) (Decrease) Total Request $456,527 $504,273 $47,746 10.5% Credit Unused Funds ($85,536) ($81,583) $3,953 -4.6% Grand total $370,991 $422,690 $59,699 13.9% �z circuit court summary for packet 6/2/2017 �'vos-CIA ES74., OFFICE OF THE MEDICAL EXAMINER DISTRICT 19 u 2500 South 35th Street — Fort Pierce, FL 34981-5573 • (772) 464-7378 • Fax (772) 464-2409 CLQ q'E,,pO Roger E. Mittletnan, M.D. Linda Rush O'Neil, M.D. Chief Medical Examiner Associate Medical Examiner May 22, 2017 Mr. Jason Brown County Administrator Board of County Commissioners Indian River County 1840 251h Street Vero Beach, FL 32960-3365 Dear Mr. Brown: We appreciate the time you took to discuss our budgetary needs. We have revised our budget request based on your recommendations to reflect the following: Eliminate one requested position and revise the second requested position to reflect nine months of salary and benefits. - Eliminate one requested position and revise the second requested position to reflect six • months of salary and benefits. We would like to reiterate our urgent need for both positions but we understand your constraints, thereby, eliminating one of the positions requested. We hope that you will consider approving our request to have the allowed position start after three months. This approval will allow us to better serve families during their time of need and will also prevent the potential risk of error that could occur while operating with minimal staff. We would appreciate your expedited decision so that we can submit the revised budget to the other counties in a timely matter. Thank you for your consideration. Most sincerely, Roger E. Mittleman, M.D. District Medical Examiner Cc: Mr. Mike Smykowski, Budget Director Attachments SERVING ... INDIAN RIVER, MARTIN, OKEECHOBEE AND ST. LUCIE COUNTIES 100 • OFFICE OF THE MEDICAL EXAMINER, DISTRICT 19, FLORIDA BUDGET PROPOSAL FOR FISCAL YEAR 2017-2018 DISTRICT I IRCI MCI OCI SLC .10kOUNTY SHARE 100% 23.83% 25.40% 6.75% 44.02% RVICES IwDistrict Medical Examiner 264,883 63,119 67,274 17,886 116,604 Associate Medical Examiner 219,775 52,370 55,817 14,840 96,747 Associate Medical Examiner 185,000 44,083 46,985 12,492 81,439 Administrative Manager 70,298 16,751 17,854 4,747 30,946 Chief Medical Examiner Investigator 50,487 12,030 12,822 3,409 22,225 Medical Examiner Investigator t 48,746 11,616 12,380 3,292 21,459 Medical Examiner Investigator 48,192 11,484 12,240 3,254 21,215 Medical Examiner Investigator/Technician 27,300 6,505 6,934 1,843 12,018 Forensic Science Technician 1 53,338 12,710 13,547 3,602 23,480 Forensic Science Technician 42,531 10,135 10,802 2,872 18,723 Administrative Assistant 41,966 10,000 10,658 2,834 18,474 Medical Records Clerk II 24,334 5,799 6,180 1,643 10,712 Overtime for Investigators 12,856 3,063 3,265 868 5,659 Benefit Package 483,524 115,218 122,803 32,650 212,852 SERVICES SUBTOTAL 1,573,230 374,882 399,562 106,233 692,553 OPERATING EXPENSE IRSC Lease Morgue 1 0 0 0 1 Answer Service 3,800 905 965 257 1,673 Audit Accountina Service 6,100 1,454 1,549 412 2,685 Automobile Travel / Gas / Repairs 6,800 1,620 1,727 459 2,993 Body Transport 118,000 28,118 29,969 7,968 51,945 Books 500 119 127 34 220 Business Supplies 14,000 3,336 3,556 945 6,163 Business Telephone 8,000 1,906 2,032 540 3,522 Cellular Telephone .1,900 453 483 128 836 Qmpensated Absences Payable 35,000 8,340 8,889 2,363 15,407 nsultant Fees (Odontology/Human I.D. Lab) 7,000 1,668 1,778 473 3,081 Education and Meetings 6,500 1,549 1,651 439 2,881 Insurance - Automobile / Umbrella 6,500 1,549 1,651 439 2,861 Insurance - Contents Office 1,600 381 406 108 704 Insurance - Employee Practices Liab. 7,300 1,740 1,854 493 3,214 Insurance - Profess. & Gen. Liab. Doctors 17,500 4,170 4,445 1,182 7,704 Insurance - Profess. & Gen. Liab. Office 13,500 3,217 3,429 912 5,943 IRSC Print Shop 500 119 127 34 220 IRSC Utilities 33,000 7,864 8,381 2,228 14,527 Legal Fees 4,000 953 1,016 270 1,761 Morgue Equip. Repairs / Replacement 3,750 894 952 253 1,651 Morgue Supplies 34,000 8,102 8,635 2,296 14,967 Office Cleaning 3,800 905 965 257 1,673 Office Equipment Maintenance & Service 2,300 548 584 155 1,012 Other Professional Services 22,400 5,338 5,689 1,513 9,861 Photography Expense 950 226 241 64 418 Postage / FedEx 1,500 357. 381 101 660 Professional Dues Subscriptions 500 119 127 34 220 Professional Memberships / License 3,300 786 838 223 1,453 Solid Waste Disposal 5,500 1,311 1,397 371 2,421 Toxicology 155,000 36,935 39,366 10,466 68,233 Transcription Service 18,500 4,408 4,699 1,249 8,144 OPERATING SUBTOTAL 543,001 129,391 137,909 36,666 239,035 letal Request $2,116,231 504,273 537,471 142,900 931,588 edit Unused Funds" (342,370) (81,583) (86,954) (23,119) (150,715) Adjusted Request 1,773,861 422,690 450,517 119,781 780,873 Monthly Request 147,822 35,224 37,543 9,982 65,073 '17/18 County Share 100% 23.83% 25.40% 6.75% 44.02% 101 OFFICE OF THE MEDICAL EXAMINER, DISTRICT 19, FLORIDA BUDGET PROPOSAL FOR FISCAL YEAR 2017-2018 COUNTY SHARE DISTRICT IRC MC OC SLC SERVICES 100% 23.83% 25.40% 6.75% 44.02% Medical Examiner Associate Medical Examiner 264,883 63,119 67,274 17,886 •District 116,604 Associate Medical Examiner 219,775 52,370 55,817 14,840 96,747 Administrative Manager 185,000 44,083 46,985 12,492 81,439 Chief Medical Examiner Investigator 70,298 50,487 16,751 17,854 4,747. 30,946 Medical Examiner Investigator 1 48,746 12,030 11,616 12,822 12,380 3,409 3,292 22,225 21,459 Medical Examiner Investigator Medical Examiner lnvestigator/Technician 48,192 11,484 12,240 3,254 21,215 Forensic Science Technician 1 18,200 53,338 4,337 12,710 4,622 13,547 1,229 3,602 8,012 23,480 Forensic Science Technician Administrative Assistant 42,531 10,135 10,802 2,872 18,723 Medical Records Clerk 11 41,966 10,000 10,658 2,834 18,474 Overtime for Investigators 24,334 5,799 6,180 1,643 10,712 Benefit Package 12,856 3,063 3,265 868 5,659 SERVICES SUBTOTAL' 476,466 113,536 121,011 32,174 209,745 1,557,072 371,032 395,458 105,142 685,440 OPERATING EXPENSE IRSC Lease Morgue Answer Service 1 3,800 0 905 0 965 0 257 1 1,673 Audit Accounting Service 6,100 1,454 1,549 412 2,685 Automobile Travel / Gas / Repairs 6,800 1,620 1,727 459 2,993 Body Transport Books 118,000 28,118 29,969 7,968 51,945 Business Supplies 500 119 127 34 220 Business Telephone 14,000 3,336 3,556 945 6,163 Cellular Telephone 8,000 1,906 2,032 540 3,522 Compensated Absences Payable 1,900 453 483 128 836 Consultant Fees (Odontology/Human I.D. Lab) 35,000 7,000 8,340 8,889 2,363 15,407 • Education and Meetings 1,668 1,778 473 3,081 Insurance - Automobile / Umbrella 6,500 1,549 1,651 439 2,861 Insurance - Contents Office 6,500 1,549 1,651 439 2,861 Insurance -Employee Practices Liab. 1,600. 7,300 381 1,740 .406 108 704 Insurance - Profess. & Gen. Liab. Doctors 17,500 4,170 1,854 4,445 493 1,182 3,214 7,704 Insurance - Profess. & Gen. Liab. Office 13,500 3,217 3,429 912 5,943 IRSC Print Shop 500 119 127 34 220 IRSC Utilities Legal Fees 33,000 7,864 8,381 2,228 14,527 Morgue Equip. Repairs / Replacement 4,000 3,750 953 1,016 270 1,761 Morgue Supplies 894 952 253 1,651 Office Cleaning 34,000 8,102 8,635. 2,296 14,967 Office Equipment Maintenance & Service 3,800 2,300 905 548 965 257 1,673 Other Professional Services 22,400 5,338 584 5,689 155 1,513 1,012 9,861 Photography Expense 950 226 241 64 418 Postage / FedEx 1,500 357 381 101 660 Professional Dues Subscriptions 500 119 127 34 220 Professional Memberships ! License 3,300 786 838 223 1,453 Solid Waste Disposal 5,500 1,311 1,397 371 2,421 Toxicology 155,000 36,935 39,366 68,233 Transcription Service 18,500 4,408 4,699 .10,466 1,249 8,144 OPERATING SUBTOTAL 543,001 129,391 137,909 36,666 239,035 Total Request $2,100,073 500,42 533,367 141,809 924,475 Credit Unused Funds` (342,370) (81,583) (86,954) (23,119) (150,715) • Adjusted Request 1,757,703 418,840 446,414 118,690 773,760 Monthly Request 146,475 34,903 37,201 9,891 64,480 '17/18 County Share 100% 23.83% 25.40% 6.75% 44.02% 102 • • hCOD WETPV� Roger E. Mittleman, M.D. Chief Medical Examiner March 17, 2017 OFFICE OF THE MEDICAL EXAMINER DISTRICT 19 2500 South 35th Street — Fort Pierce, FL 34981-5573 (772) 464-7378 • Fax (772) 464-2409 Mr. Mike Smykowski Director of Management & Budget Board of County Commissioners Indian River County 1840 25th Street Vero Beach, FL 32960-3365 Dear Mr. Smykowski: Linda Rush O'Neil, M.D. Associate Medical Examiner MAR 2 71g17 I would like to thank Indian River County for your budgetary support in the hiring of a third forensic pathologist for the District 19 Medical Examiner's Office. Dr. Shanedelle Norwood has accepted the position of Associate Medical Examiner. Dr. Norwood received her medical doctor degree from Boston University School of Medicine, her pathology residency training (combined anatomic/clinical pathology) at Orlando Regional Medical Center and Forensic Pathology Fellowship at the Miami -Dade County Medical Examiner's Department. I am confident that she will be an excellent addition to our staff and provide excellent, professional service for the counties. As mentioned in the last budget year letter, because of the increased workload, we will need more supportive staff to continue to grow the office's capacity to meet the ongoing and future needs for every county we serve. There is overwhelming evidence that supports the latter statement (see chart A). The overall office workload increased from 933 cases in 2015 to 1043 cases in 2016. This represents a 12% increase over the previous year. Increased workload means more investigations for investigators and more postmortem examinations for our forensic technicians. Also, when people are on vacation or out sick, the staff is stressed to the limit. In comparison to other Medical Examiner districts to which we are compared (see chart B) it is convincing that we have done significantly more with less staff. This has been the case for many years. In particular, I am now asking for an additional forensic investigator and forensic technician, as well as the promotion of one of our current Forensic Investigators to a lead Investigator. It is noteworthy that our budget is still far less than District 12 (Sarasota) and District 21 (Ft. Meyers) (see chart B). This lower budgetary request, compared to other offices, is also because of the privilege of being on the campus of Indian River State College. The college provides us with many services, free of charge, which offset the budget such as, building rent, computer support and building maintenance (plumbing, electric, etc.). Recently, the college replaced the underground fiber optic network cable for our office because the cable deteriorated over the SERVING ... INDIAN RIVER, MARTIN, OKEECHOBEE AND ST. LUCIE COUNTIES 103 years and stopped working. This project was major and was very costly. In return, it is our • privilege to provide educational experiences for emergency medical technician and nursing students from the college, occasionally give tours and lectures, and host medical students from the Florida State University School of Medicine. In the sixteen years that I have been with the District 19 Medical Examiner's Office, only a few individuals have received a pay raise. To that effect, I am asking for a modest overall 2% increase in salary. Such a gesture will reward the office staff for their hard work and ameliorate the stagnant salary structure over the last many years. Other reasons for the budgetary increase include: Increased cost of operating expenses. These expenses include body transport, morgue/office supplies and toxicological services (Wuesthoff Laboratories). The increase is primarily the result of the increased workload due to accidental drug deaths and the required detection and quantification of emerging drugs of abuse and interest, such as fentanyl, fentanyl analogs and cannabinoids. Specifically, there is an estimated 46% increase in accidental drug deaths in 2016 compared to 2015. 2. Cost of living increase. 3. Health insurance increase District wide we are requesting a 22% increase. The adjusted request after subtraction of the • credited unused funds for Indian River County is $442,634, a 19.31 % increase. Please be aware that the number of autopsies performed increased 21 % district -wide. Please keep in mind that a large component of this increase is the mutually agreed upon and necessary new physician which takes full budgetary effect in the upcoming fiscal year. I am very aware that this budget request is large, but the District Medical Examiner's Office must grow with the expanding needs for forensic services and to ensure the quality of our work. I thank you for your considerations. Most sincerely, Roger E. Mittleman, M.D. District Medical Examiner REM/ps 104 • • CHART A District 19 Medical Examiner Statistics 2005-2016 Year Total Case Workload* Total Cremation Authorizations** Total District Deaths*** 2005 754 3,279 5,823 2006 768 3,432 5,913 2007 777 3,499 6,035 2008 781 3,688 6,139 2009 821 3,952 6,272 0 809 4,462 6,348 2011 807 4,592 6,379 2012, :. 789 4,650 6,425 2013 850 4,991 6,704 2014 900 5,277 7,061 2015 933 5,409 7,040 2016 1,043 5,558 7,312 *Total case workload includes autopsies, inspections and consultation cases and has increased by 38% since 2005. **Total cremation authorizations have increased 70% since 2005. ***Total district deaths have increased° ' 26/o since 2005. 105 CHART B WORKLOAD SURVEY FOR COMPARABLE DISTRICTS FY 2016/17 *District 12 also has a morgue facility at Sarasota Memorial Hospital who staffs and funds the district with three autopsy technicians. These three employees are included in the total employees above but are not included in the budget amount above since the hospital provides the funding. **The number of employees. does not include the administrative support that is provided by Brevard County staff. The utilization of additional county support would be through HR, budget, legal and administrative personnel. The additional personnel would also increase the total number of the reported budgetary allotment. *** Includes non -me cases which are not included in the total workload of districts, 12,21 and 19. Please note that if we (District 19) added non -ME cases, our total workload would be 1,588. • • • District 19 District 12 District 21 District 18 St. Lucie/Indian River/Martin DeSoto/Manatee/Sarasota Glades/Hendry/Lee Brevard Okeechobee Total Employees 20* 18 11** 10 Total Workload in 2016 1,235 1102 1,451*** 1043 Total Budget FY 2016/17 3,060,964 $3,464,963 $1,700,000** $1,802,687 *District 12 also has a morgue facility at Sarasota Memorial Hospital who staffs and funds the district with three autopsy technicians. These three employees are included in the total employees above but are not included in the budget amount above since the hospital provides the funding. **The number of employees. does not include the administrative support that is provided by Brevard County staff. The utilization of additional county support would be through HR, budget, legal and administrative personnel. The additional personnel would also increase the total number of the reported budgetary allotment. *** Includes non -me cases which are not included in the total workload of districts, 12,21 and 19. Please note that if we (District 19) added non -ME cases, our total workload would be 1,588. • • • I • OFFICE OF THE MEDICAL EXAMINER DISTRICT 19, FLORIDA BUDGET PROPOSAL FOR FISCAL YEAR 2017-2018 SUBMITTED BY: DR. ROGER E. MITTLEMAN CHIEF MEDICAL EXAMINER 2500 South 35th Street Fort Pierce, FL 34981 (772).464-7378 • 107 OFFICE OF THE MEDICAL EXAMINER • DISTRICT 19, FLORIDA BUDGET PROPOSAL FOR FISCAL YEAR 2017-2018 TABLE OF CONTENTS Itemized Budget Proposal for FY Year 2017-2018 . . . . . . . . . . . . 1 Salary and Benefits Calculation Worksheet . . . . . . . . . . . . 2 Final Expenditure Report for FY 2015-2016 . . . . . . . . . . . . 3 Budget History 1988 to Present . . . . . . . . . . . . . . . . . . . . . 4 County Share Calculation for 2016 . . . . . . . .5 County Share History . . . . . . . . . . . . . . 6 Annual Incidence of Death . . . . . . . . . . . . . . . . . . . . . . . . 7 Annual Autopsy Examinations . . . . . . . . . . . .. . . . . . . . . 8 Workload Statistics for Calendar Year 2016 . . . . . . . . . . . . . . 9 % of Increase for Each County . . . . . . . . . . . . . . . . . . . . . 10 • • 108 vrroa.= yr I r1C mC1J1a.A16 CJiAM11VCK, vl, 1 K116 17y, I-LUKIUA BUDGET PROPOSAL FOR FISCAL YEAR 2017-2018 OPERATING EXPENSE IRSC Lease Morgue 1. DISTRICT I IRCI MCS OCA SLC COUNTY SHARE 100% 23.83% 25.40% 6.75% 44.02% SERVICES 6,100 1,454 1,549 412 2,685 AN-frict Medical Examiner 264,883. 63,119 67,274 17,886 116,604 VodateMedical Examiner 219,775 52,370 55,817 14,840 96,747 sociate Medical Examiner 185,000 44,083 46,985 12,492 81,439 Administrative Manager 70,298 16,751 17,854 4,747 30,946 Chief Medical Examinee Investigator 50,487 12,030 12,822 3,409 22,225 Medical Examiner Investigator 1 48,746 11,616 12,380 3,292 21,459 Medical Examiner Investigator 48,192 11,484 12,240 3,254 21,215 Medical Examiner Investigator 36,400 8,674 9,245 2,458 16,024 Forensic Science Technician 1 53,338 12,710 13,547 3,602 23,480 Forensic Science Technician 42,531 10,135 10,802 2,872 18,723 Forensic Science Technician 34,031 8,109 8,643 2,298 14,981 Administrative Assistant 41,966 10,000 10,658 2,834 18,474 Medical Records Clerk II 24,334 5,799 6,180 1,643 10,712 Overtime for Investigators 12,856 3,063 3,265 868 5,659 Benefit Package 524,089 124,884 133,106 35,389 230,710 SERVICES SUBTOTAL 1,656,926 394,826 420,819 .111,885 729,396 OPERATING EXPENSE IRSC Lease Morgue 1 0 0 0 1 Answer Service 3,800 905 965 257 1,673 Audit Accounting Service 6,100 1,454 1,549 412 2,685 Automobile Travel / Gas / Repairs 6,800 1,620 1,727 459 2,993 Body Transport 118,000 28,118 29,969 7,968 51,945 Books 500 119 127 34 220 Business Supplies 14,000 3,336 3,556 945 6,163 Business Telephone 8,000 1,906 2,032 540 3,522 Ilular Telephone 1,900 453 483 128 836 pensated Absences Payable 35,000 8,340 8,889 2,363 15,407 nsultant Fees (Odontology/Human I.D. Lab) 7,000 1,668 1,778 473 3,081 Education and Meetings 6,500 1,549 1,651 439 2,861 Insurance - Automobile / Umbrella 6,500 1,549 1,651 439 2,861 Insurance - Contents Office 1,600 381 406 108 704 Insurance - Employee Practices Liab. 7,300 1,740 1,854 493 3,214 Insurance - Profess. & Gen. Liab. Doctors 17,500 4,170 4,445 1,182 7,704 Insurance - Profess. & Gen. Liab. Office 13,500 3,217 3,429 912 5,943 IRSC Print Shop 500 119 127 34 220 IRSC Utilities 33,000 7,864 8,381 2,228 14,527 Legal Fees 4,000 953 1,016 270 1,761 Morgue Equip. Repairs / Replacement 3,750 894 952 253 1,651 Morgue Supplies 34,000 8,102 8,635 2,296 14,967 Office Cleaning 3,800 905 965 257 1,673 Office Equipment Maintenance & Service 2,300 548 584 155 1,012 Other Professional Services 22,400 5,338 5,689 1,513 9,861 Photography Expense 950 226 241 64 418 Postage / FedEx 1,500 357 381 101 660 Professional Dues Subscriptions 500 119 127 34 220 Professional Memberships / License 3,300 786 838 223 1,453. Solid Waste Disposal 5,500 1,311 1,397 371 2,421 Toxicology 155,000 36,935 39,366 10,466 68,233 Transcription Service 18,500 4,408 4,699 1,249 8,144 OotaERATING SUBTOTAL 543,001 129,391 137,909 36,666 239,035 l Request $2,199,927. 524,216 558,728 148,551 968,432 Credit Unused Funds* (342,370) (81,583) (86,954) (23,119) (150,715) Adjusted Request 1,857,557 442,634 471,774 125,433 817,717 Monthly Request 154,796 36,886 39,314 10,453 68,143 RIM OFFICE OF THE MEDICAL EXAMINER DISTRICT 19, FLORIDA SALARY AND BENEFITS CALCULATION WORKSHEET October 1, 2017 - September 30, 2018 Employee Position Annual Salary S.S. 6.20% Medicare 1.45% Retiremt. 7.91% Health Insurance Health Ins. Admin. Fees 2.5% Life 0.00059 Per 1000 Work's Comp. @ 0.25% Total Salary Total Benefits Total Salary and Benefits District Medical Examiner* 264,883 7,347 3,841 61,188 21,678 542 1,875 4,529 264,883 101,001 365,884 Associate Medical Examiner* 219,775 7,347 3,187 28,549 17,735 443 1,556 3,758 219,775 62,575 282,350 Associate Medical Examiner* 185,000 7,347 2,683 42,735 21,678 542 1,310 3,164 185,000 79,458 264,458 Administrative Manager 70,298 4,358 1,019 5,561 8,977 224 498 176 70,298 20,813 91,111 ME Lead Investigator 50,487 3,130 732 3,994 21,678 542 357 126 50,487 30,559 81,046 ME Investigator 48,746 3,022 707 3,856 21,678 542 345 122. 48,746 30,272 . 79,018 ME Investigator 48,192 2,988 699 3,812 17,735 443 341 120 48,192 26,139 74,331 ME Investigator 36,400 2,257 528 2,879 21,678 542 258 91 36,400 28,233. 64,633 Forensic Science Technician* 53,338 3,307 773 12,321 21,678 542 378 912 53,338 39,911 93,249 Forensic Science Technician* 42,531 2,637 617 9,825 21,678 542 301 727 42,531 36,327 78,858 Forensic Science Technician* 34,031 2,110 493 7,861 21,678 542 241 582 34,031 33,507 67,538 Administrative Assistant 41,966 2,602 609 3,320 21,678 542 297 105 .41,9 66 29,152 71,118 Medical Records Clerk II 24,334 1,509 353 1,925 0 0 172 61 24,334 4,019 28,353 Overtime for Investigators 12,856 797 186 1,017 0 0 91 32 12,856 2,124 14,980 1,132,837 1 50,758 1 16,426 1 188,841 1 239,549 1 5;989 8,020 1 14,506 1,132,837 524,089 1,656,926 *Special Risk Rate Is 23.10% 0 Personnel Benefits 59100:Social Security and $60,992.00 ($14,183.84) $46,808.16 $0.00 $0.00 $46,872.77 ($64.61) Medicare Contributions 59200: Retirement Contributions $64,660.00 $73,363.58 $138,023.58 $0.00 $0.00 $138,087.09 ($63.51) 59300:Accrued Leave Expense $30,000.00 $0.00 $30,000.00 r ^ ::: -.. .. ?:'If� _ x '•i.::^ 4 `i ',F. �ci. f� .1.i-5�?i ,"., .-2: .(( J _ $0.00 Company Indian River State College (Compensated Absences) Plan Structure Agency Budget Period FY 2017 - Sep 59700:Insurance Benefits $0.00 Cost Center CC0146 Medical Examiner $0.00 $0.00 Function FN60000 Agency 59702:1-ife Insurance $0.00 $0.00 Funds $0.00 $0.00 Fund FD6ME16 Medical Examiner (FY16 - October 2015 through September Contributions .Budget Activity Budget Balance Original Budget. Amendments Thru Current Budget Commitments Obligations FYTD Actuals Amount $952,928.00 09/30/2016 10/01/2015-09/3012016 .,v+.,•..wve...,,......,......,-.,�-..y.,,,.-. er.rv�.,r...,.., y..... ..,r.. ti..•. .......s,rr.'^ag':�Y®::..'^^^^.s;_,_y'S,_'-'( r�^'= - T J.S ..Sk.. "s 5 _ , ,� L ..ex.-,_: y, --i Ii'..I Y.:�••a 3> :.e Y: _.:. �r^.`>r� ..w'CL :�. {' Y ! ._ ... {s .., �."v, f'. hv' -YK,J. �••`+.r:3wy3r. z.,�X ,= S'r::::no-•m.:ik •.:s2�-� a". ,`' u. �._ t-• . e �' ... $0.00 $982,182.25 $29,925.49 -r. '... _. _r,..,.,- �- �.:, ... .,.,::,. .: ,:.-x..•..�.r_�. �: �s^'a' ._.. .. ...--+3m,-+,_ +"'c"---';, v;?'t- -.a . �: 'S' ..r.,.,�cs:.: �,:r R,h `i!E-i" ,';� � '";�L:s-?{:. . ,-.s.: ,; ,,.M ^� .«.it ,S.W . ... v: '�.....J r :i;� ^w,. , a3 ' a+ a-.. -,.:St �• - 7 y -i''$ ! 5,. yre.. e r 9-r.. •:�x ' ,' ,i..: - .:: ... � fi: �, ._�,-'Af+ .. .alf•;W4.- .''yy,,�+P �Wlct : *. ,5 ,�4 #.� .,:n �i�s?� . .. L'W... \.... .,,5� -._ £: .._.Y. ...,. .�'::,. rh"�' �A w V � '. V. f _1 •F R.. �.ri �' i` "-:W"M'aM-Y^ r"i T''�{a-' !. m.rS.`"' NN 1-tb'.'k' _ 'si%"�}+�i ;ni.!Sr/hvx^'`T��9n'.,1'S.cu..x.%F '✓l ]6 T y� SSS' '.'� -J ,, Salaries ... 53000:Other Professional $448,135.00 $0.20 $448,135.20 $0.00 $0.00 $448,135.20 $0.00 54000:Technical, Clerical, Trade $326,641.00 $162.39 $326,803.39 $0.00 $0.00 $326,803.39 $0.00 & Service 54500:Technical, Clerical, Trade $22,500.00 ($162.59) $22,337.41 $0.00 $0.00 $22,283.80 $53.61 & Service - Regular Part-time $0.00 $1,815.67 $23.23 Personnel Benefits 59100:Social Security and $60,992.00 ($14,183.84) $46,808.16 $0.00 $0.00 $46,872.77 ($64.61) Medicare Contributions 59200: Retirement Contributions $64,660.00 $73,363.58 $138,023.58 $0.00 $0.00 $138,087.09 ($63.51) 59300:Accrued Leave Expense $30,000.00 $0.00 $30,000.00 $0.00 $0.00 $0.00 $30,000.00 (Compensated Absences) 59700:Insurance Benefits $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 59702:1-ife Insurance $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Contributions Total Personnel Expenses $952,928.00 $59,179.74 $1,012,107.74 $0.00 $0.00 $982,182.25 $29,925.49 -r. '... _. _r,..,.,- �- �.:, ... .,.,::,. .: ,:.-x..•..�.r_�. �: �s^'a' ._.. .. ...--+3m,-+,_ +"'c"---';, v;?'t- -.a . �: 'S' ..r.,.,�cs:.: �,:r R,h `i!E-i" ,';� � '";�L:s-?{:. . ,-.s.: ,; ,,.M ^� .«.it ,S.W . ... v: '�.....J r :i;� ^w,. , a3 ' a+ a-.. -,.:St �• - 7 y -i''$ ! 5,. yre.. e r 9-r.. •:�x ' ,' ,i..: - .:: ... � fi: �, ._�,-'Af+ .. .alf•;W4.- .''yy,,�+P �Wlct : *. ,5 ,�4 #.� .,:n �i�s?� . .. L'W... \.... .,,5� -._ £: .._.Y. ...,. .�'::,. rh"�' �A w V � '. V. f _1 •F R.. �.ri �' i` "-:W"M'aM-Y^ r"i T''�{a-' !. m.rS.`"' NN 1-tb'.'k' _ 'si%"�}+�i ;ni.!Sr/hvx^'`T��9n'.,1'S.cu..x.%F '✓l ]6 T y� SSS' '.'� -J ,, �Curre�t��Aenses����.� ... Services 60500:Travel $1,500.00 $338.90 $1,838.90 $0.00 $0.00 $1,815.67 $23.23 61000: Freight & Postage $1,000.00 $325.70 $1,325.70 $0.00 $0.00 $1,269.71 $55.99 61500:Telecommunications $13,100.00 $671.85 $13,771.85 $0.00 $0.00 $10,411.09 $3,360.76 62000:Printing $500.00 ($2.00) $498.00 $0.00 $0.00 $313.32 $184.68 62500:Repairs & Maintenance $9,350.00 $3,443.65 $12,793.65 $0.00 $0.00 $12,751.57 $42.08 63500:lnsurance $47,684.00 ($7,162.94) $40,521.06 $0.00 $0.00 $32,085.94 $8,435.12 64000:Utilities $37,500.00 ($4,100.00) $33,400.00 $0.00 $0.00 $30,837.85 $2,562.15 64500:Other Services $434,889.00 ($29,693.05) $405,195.95 $0.00 $0.00 $381,146.09 $24,049.86 65000: Professional Fees $36,500.00 $4,493.00 $40,993.00 $0.00 $4,493.00 $28,120.02 $8,379.98 Materials and Supplies 65500: Educational, Office % $40,450.00 $664.52 $41,114.52 $0.00 $350.21 $36,686.66 $4,077.65 Department Material & Supplies 66500:Other Materials & $0.00 $0.00 $0.00 $0.00 $0.00 $88.24 ($88.24) Supplies Total Current Expenses $622,473.00 ($31,020.37) $591,452.63 $0.00 $4,843.21 $535,526.16 $51,083.26 ;_�'^-"':-•-��',---a-c �_,-r'�%--rzmc-.:.---"�:".,, r,,;. t.,Tm,."3,..- -u :-�.-••�--•-e--r+.^e.'�e- ==az.. r. ., N Capital Outlay $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Total Expenses $1,575,401.00 $28,159.37 $1,603,560.37 $0.00 $4,843.21 $1,517,708.41 IgLL08.75 N • • OFFICE OF THE MEDICAL EXAMINER DISTRICT 19, FLORIDA BUDGET HISTORY I . FISCAL RUDGEI C ( I.. AI I CHANGE TOTAL NET PERCENT I YEAR FUNDS. I 1988-89 677,988 1989-90 641,527 -36,461 -5.38% 1990-91 690,290 48,763 7.60% 1991-92 642,373 -47,917 -6.94% 1992-93 701,798 59,425 9.25% 319,040 1993-94 724,255 22,457 3.20% 1994-95 760,706 36,451 5.03% 69,656 1995-96 803,998 43,292 5.69% 48,249 1996-97 783,320 -20,678 -2.57% 48,229 1997-98 800,387 17,067 2.18% 79,668 1998-99 804,860 4,473 0.56% 91,453 1999-00 840,639 35,779 4.45% 91,453 2000-01 928,133 87,494 10.41% 44,407 2001-02. 970,129 41,996 4.52% 27,812 2002-03 1,0581663 88,534 9.13% 31,700 2003-04 1,148,624 89,961 8.50% 21,990 2004-05 1,196,481 47,857 4.17% 8,608 2005-06 1,235,460 38,979 3.26% 172,494 2006-07 1,314,847 79,387 6.43% 97,703 2007-08 1,382,308 67,461 5.13% 214,570 2008-09 1,465,531 83,223 6.02% 176,301 2009-10 1,474,670 9,139 0.62% 186,716 2010-11 1,422,719 -51,951 -3.52% 250,000 2011-12 1,538,835 116,116 8.16% 287,963 2012-13 1,448,519 -90,316 -5.87% 283,901 2013-14 1,519,747 71,228 4.92% 461,599 2014-15 1,519,212 -535 -0.04% 379,081 2015-16 1,575,401 56,189 3.70% 353,382 2016-17 1,802,687 227,286 14.43% 337,757 2017-18 2,199,927 397,240 22.04% 342,370 4 A 113 OFFICE OF THE MEDICAL EXAMINER DISTRICT 19, FLORIDA COUNTY SHARE CALCULATION FOR 2016 5 INDIAN SAINT RIVER MARTIN OKEECH.OBEE LUCIE A. AUTOPSIES IN COUNTY 127 152 52 314 B. TOTAL AUTOPSIES IN DISTRICT 645 645 645 645 AUTOPSY RATIO (A/B) 19.69% 23.57% 8.06% 48.68% AUTOPSY RATIO X 0.5 9.84% 11.78% 4.03% 24.34% C. DEATHS, IN COUNTY 2045 1991 398 2878 D. TOTAL DEATHS IN DISTRICT 7312 7312 7312 7312 DEATH RATIO (C/D) 27.97% 27.23% 5.44% 39.36% DEATH RATIO X 0.5 13.98% 13.61% 2.72% 19.68% E. COUNTY AUTOPSY AND DEATH RATIO 23.83% 25.40% 6.75% 44.02% F. DISTRICT AUTOPSY AND DEATH RATIO 100.00% 100.00% 100.00% 100.00% THE COUNTY TO DISTRICT RATIO (E/F) 23.83% 25.40% 6.75% 44.02% THE COUNTY PERCENTAGE (E/F X 100) 23.83% 25.40% 6.75% 44.02% 5 OFFICE OF THE MEDICAL EXAMINER • DISTRICT 19, FLORIDA COUNTY SHARE HISTORY INDIAN SAINT YEAR.. RIVER MARTIN OKEECHC LUCIE 115 1988 24.70%. 26.40% 10.00% 38.90% 1989 25.20% 25.80% 8.30% 40.60% 1990 27.10% 27.10% 9.40% 36.40% 1991. 24.90% 27.30% 9.10%, 38.70% 1992 23.00% 27.30% 9.10% 40.60% 1993 26.20% 29.20% 6.80% 37.80% 1994 24.70% 27.80% 8.50% 39.00% 1995 24.70% 27.30% 7.30% 40.70% 1996 23.60% 25.70% 8.50% 42.10% 1997 24.40% 28.00% 8.90% 38.60% 1998 27.00% 25.20% 9.90% 37.90% • 1999 26.10% 28.20% 8.70% 37.00% 2000 24.40% 28.50% 8.30% 38.80% 2001 27.40% 25.80% 7.50% 39.30% 2002 26.30% 27.50% 7.50% 38.70% 2003 26.50% 28.30% 7.10% 38.10% 2004 26.10% 30.00% 7.50% 36.40% 2005 26.80% 28.30% 8.30% 36.60% 2006 26.30% 28.80% 8.10% 36.80% ` 2007 26.50% 26.60% 8.40% 38.50% 2008 27.90% 24.80% 7.40% 39.90% 2009 26.70% 24.70% 7.10% 41.50% 2010 24.20% . 23.30% 7.40% 45.10% 2011 24.37% 26.68%. 6.32% 42.63% 2012 25.81% 25.73% 5.61% 42.85% 2013 26.20% 24.65% 7.56% 41.60% 2014 26.53% 24.86% 6.27% 42.34% 2015 25.32% 25.42% 6.00% 43.26% 2016 23.83% 25.40% 6.75% 44.02% • 6 115 OFFICE OF THE MEDICAL EXAMINER DISTRICT 19, FLORIDA ANNUAL INCIDENCE OF DEATH YEAR INDIAN RIVER MARTIN OKEECHOBEE SAINT LUCIE . DISTRICT 1988 999 1,044 252 1,370 3,665 1989 1,300 1,088 274 1,443 4,105 1990 1,144 1,196 273 1,402 4,015 1991 1,052 1,205 301 1,555 4,113 1992 1,156 1,233 277 1,481 4,147 1993 1,329 1,336 270 1,593 4,528 1994 1,376 1,420 294 1,751 4,841 1995 1,401 1,452 310 1,818 4,981 1996 1,325 1,462 346 1,837 4,970 1997 1,368 1,466 352 1,806 4,992 1998 1,507 1,499 367 1,919 .5,292. 1999 1,476 1,608 336. 1,800 5,220 2000 1,521 1,622 335 1,815 5,293 2001 1,648 1,615 296 1,955 5,514 2002 .1,664 1,572 345 2,026 5,607 2003 1,739 1,741 332 2,134 5946 2004 1,624 1,741 357 2,072 5,794 2005 1,640 1,836 362 1,985 5,823 2006 1,708 1,825 379 2,001 5,913 2007 1,756 1,717 378 2,184 6,035 2008 1,805 1,625 349 2,360 6,139 2009 1,787 1,637 330 2,518 6,272 2010 1,765 1,670 381 2,532 6,348 2011 1,805 1,681 339 2,554 6,379 2012 1,815 1,687 342 2,581 6,425 2013 1,870 1,810 376 2,648 6,704 2014 2,079 1,869 351 2,762 7,061 2015 1,991 1,898 368 2,783, 7,040 2016 2,045 1,991 398 2,878 7,312 N 116 0 • • OFFICE OF THE MEDICAL. EXAMINER DISTRICT 19, FLORIDA ANNUAL AUTOPSY EXAMINATIONS INDIAN SAINT YEAR RIVER I MARTIN 1:0KEECHOBEE I LUCIE DISTRICT 1988 100 109 59 182 450 1989 89 96 39 179 403 1990 100 95 47 148 390 1991 86 98 46 164 394 1992 74 103 47 187 411 1993 107 134 35 187 463 1994 102 127 53 202 484 1995 102 122 40 216 480 1996 84 90 41 193 408 1997 85 106 43 163 397 1998 99 86 50 154 389 1999 100 107 46 164 417 2000 91 118 47 194 :450 2001 138 132 54 243 567 2002 136 164 57 245 602 2003 145 168 53 246 612 2004 144 179 53 220 596 2005 143 140 58 220 561 2006 .138 154 57 229 578 2007 138 143 61 235 577 2008 160 140 56 250 606 2009 155 144 55 268 622 2010 107 105 45 262 519* 2011 109 144 39 241 533* 2012 115 124 29 224 492* 2013 134 122 52 239 547* 2014 128 126 41 247 543* 2015 119 127 36 250 532* 2016 127 152 52 314 645 *Reflects less autopsies due to more external examinations and consultations performed in in order to be in compliance with future accreditation agencies. 8 117 OFFICE OF THE MEDICAL EXAMINER DISTRICT 195 FLORIDA WORKLOAD• STATISTICS FOR CALENDAR YEAR 2016 AUTOPSY CASES IRC MC . OC SLC I Other I TOTAL71 TOTAL AUTOPSIES 127 152 52 314 1 646 NATURAL 46 44 18 80 0 188 ACCIDENTS: MOTOR VEHICLE 16 26 10 39 0 91 ACCIDENT: DRUG INTOXICATION 24 28 8 86 0 146 ACCIDENTS: FALL 3 5 1 7 0 16 ACCIDENTS - ALL OTHER 5 7 2 17 0 31 SUICIDES 27 32 7 57 0 123 HOMICIDES AUTOPSIED 2 7 6 20 1 36 UNDETERMINED 3 1 0 5 0 9 PENDING 0 2 0 3 0 5. FETAL DEATHS 1 0 0 0 0 1 INSPECTION CASES I I IRC I MC I OC I SLC I Other TOTAL TOTAL INSPECTIONS 38 31 12 76 0 157 NATURAL DEATHS 29 23 10 57 0 119 ACCIDENTS: MOTOR VEHICLE 3 0 0 10 0 13 • ACCIDENT: DRUG INTOXICATION 2 2 0 3 0 7 NON -TRAFFIC ACCIDENTS 2 1 2 5 0 10 HUMAN REMAINS 0 1 0 0 0 1 SUICIDE 0. 0 0 1 0 1 NON -HUMAN REMAINS 2 4 0 0 0 6 CONSULTATION. CASES IRC MC OC I SLC Other ' ,TOTAL TOTAL CONSULTATIONS 68 67 5 99 1 240 NATURAL DEATHS 17 8 3 32 0 60 ALL TYPES OF ACCIDENTS 51 59 2 66 0 178 SUICIDE 0 0 0 0 1 1 PENDING 0 0 0 1 0 1 JURISDICTION DECLINED IRC MC OC 1 SLC Other:`. TOTAL TOTAL JURISDICTION DECLINED 206, 83 26 184 0 544 CREMATION AUTHORIZATIONS. IRC MC OC SLC '' Other TOTAL TOTAL CREMATION AUTHORIZATIONS 1,662 1,529 279 2088 0 5,558 9 • 118 % of Increase for Each County Indian River County Martin County Fiscal Adjusted I% % r # of Year. I Request: Increase I Change I Autopsies Fiscal Adjusted % # of .:. Year Request Increase Change Autopsies 1988-89 1988-89 St. Lucie County Fiscal'". Okeechobee County 100 1989-90 Request Increase. Change 109 W-990 91 Increase ,Change. Autopsies 89 1990-91 96 92 100 1991-92 95 1992-93 86 1992-93 98 1993-94 299,182 74 1993-94 303,423 4,241 1.42% 103 1994-95 275,375 (28,048) -9.24% 107 1994-95 53,662 8,566 3.11% 134 1995-96 61,261 7,599 14:16% 102 1995-96 63,493 2,232 3.64% 127 1996-97 181,567 10,676 16.81% 102 1996-97 200,178 2,716 3.66% 122 1997-98 170,090 (11,477) -6..32% 84 1997-98 185,225 (14,953) -7.47% 90 1998-99 174,071 3,981 2.34% 85 1998-99 197,552 12,327 6.66% 106 1999-00 202,280 28,209 16.21% 99 1999-00 186,308 (11,244) -5.69% 86 2000-01 230,652 28,372 14.03% 100 2000-01 249,211 62,903 33.76% 107 2001-02. 229,202 (1,450) -0.63% 91 2001-02 269,478 20,267 8.13% 118 2002-03 281,799 52,597 22.95% 138 2002-03 264,197 (5,281) -1.96% 132 2003-04 288,680 6,881 2.44% 136 2003-04 299,284 35,087 13.28% 164 2004-05 314,709 26,029 9.02% 145 2004-05 336,383 37,099 12.40% 168 2005-06 288,924 (25,785) -8.19% 144 2005-06 335,577 (806) -0.24% 179 2006-07 338,413 49,489 17.13% 143 2006-07 357,187 21,610 6.44% 140 2007-08 319,289 (19,124) -5.65% 138 2007-08 347,234 (9,953) -2.79% 154 2008-09 341,117 21,828 6.84% 138 2008-09 339,938 (7,296) -2.100A 143 2009-10 362,326 21,209 6.22% 160 2009-10 311,944 (27,994) -8.24% 140 2010-11 313,616 (48,710) -13.44% 155 2010-11 284,912 (27,032) -8.67% 144 2011-12 295,512 (18,104) -5.77% 107 2011-12 287,422 2,510 0.88% 105 2012-13 283,817 (11,695) -3.96% 109 2012-13 310,720 23,298 8.11% 144 2013-14 275,689 (8,128) -2.86% 115 2013-14 274,834 (35,886) -11.55% 124 2014-15 298,663 22,974 8.33% 134 2014-15 281,055 6,221 2.26% 122 2015-16 324,199 25,536 8.55% 128 2015-16 303,773 22,718 8.08% 126 2016-17 370,991 46,792 14.43% 119 2016-17 372,330 68,557 22.57% 127 2017-18 442,634 71,643 19.31% 127 2017-18 471,774 99,444 26.71% 152 St. Lucie County Fiscal'". Okeechobee County Adjuste Year Request Increase. Change ' W Request Increase ,Change. Autopsies 179 1991-92 148 1992-93 59 1990-91 39 1991-92 47 1992-93 "46 1993-94 299,182 47 1994-95 303,423 4,241 1.42% 35 1995-96 275,375 (28,048) -9.24% 53 1996-97 53,662 8,566 3.11% 40 1997-98 61,261 7,599 14:16% 41 1998-99 63,493 2,232 3.64% 43 1999-00 74,169 10,676 16.81% 50 2000-01 76,885 2,716 3.66% 46 2001-02 77,767 882 1.15% 47 2002-03 76,642 (1,125) -1.45% 54 2003-04 82,295 5,653 7.38% 57 2004-05 84,304 2,009 2.44% 53 2005-06 83,097 (1,207) -1.43% 53 2006-07 105,390 22,293 26.83% 58 2007-08 99,249 (6,141) -5.83% 57 2008-09 108,472 9,223 9.29% 61 2009-10 94,001 (14,471) -13.34% 56 2010-11 80,013 (13,988) -14.88% 55 2011-12 93,428 13,415 16.77% 45 2012-13 73,604 -19,824 -21.22% 39 2013-14 59,923 -13,681 -18.59% 29 2014-15 86,165 26,242 43.79% 52 2015-16 76,593 -9,572 -11.11% 41 2016-17 87,853 11,260 14.70% 36 2017-18 125,433 37,580 42.78% 52 • 10 St. Lucie County Fiscal'". Adjusted. Year Request Increase. Change Autopsies:` 19138-89 1989-90 182 1990-91 179 1991-92 148 1992-93 164 1993-94 187 1994-95 187 1995-96 202 1996-97 299,182 216 1997-98 303,423 4,241 1.42% 193 1998-99 275,375 (28,048) -9.24% 163 1999-00 283,941 8,566 3.11% 154 2000-01 326,979 43,038 15.16% 164 2001-02 365,869 38,890 11.89% 194 2002-03 404,325 38,456 10.51% 243 2003-04 420,265 15,940 3.94% 245 2004-05 452,477 32,212 7.66% 246 2005-06 400,368 (52,109) -11.52% 220 2006-07 461,154 60,786 15.18% 220 2007-08 446,966 (14,188) -3.08% 229 2008-09 499,703 52,737 11.80% 235 2009-10 519,682 19,979 4.00% 250 2010-11 494,179 (25,503) -4.91% 268 2011-12 574,510 80,331 16.26% 262 2012-13 495,624 -78,886 -13.73% 241 2013-14 457,702 -37,922 -7:65% 224 2014-15 474,248 16,546 3.62% 239 2015-16 517,454 43,206 9.11% 247 2016-17 633,757 116,303 22.48% 250 2017-18 817,717 183,960 29.03% 314 119 • STATE FOREST SERVICE 121 • • STATE AGENCY REQUEST FOR FUNDING FROM INDIAN RIVER COUNTY "06FISCAL YEAR 2017/2018A. Program Cover Page Agency: Florida Forest Service Telephone: 863-467-3220 Contact Person: Tim Elder Fax: 863-467-3222 Title: Forestry District Manager E -Mail: Tim.Elder @ FreshFromF orida,com Address: 5200 Hig hway 441 North Okeechobee, FL 34972 Website Address: http://w-vvw.1'reshfromflorida.com/Divisions-Offices/Florida-Forest-Service Program Title: Fire Controssessment I certify that information contained in this application accurately reflects the activities of this agency and that the penditures or portions thereof for which County funds are being requested are not reimbursed by anyer sou e, � Tim Elder, Forestry District Manager Si nature Print name and title brier oescnption of the Proqram for which funding is requested: Indian River County Fire Control Assessment for fiscal year 2017-2018, as mandated by Florida State Statutes. JUllllllal r%C Vlt Amount requested from Indian River County for 2017/2018: $ 13,821.36 Total Proposed Program budget for 2017/2018: $ 13,821.36 Percent of total Program budget: % Current Funding (2016/2017) $ 13,821.36 Dollar increase / (decrease) in request: $ Percent increase / decrease in request: ir request increasea 5-/o or more, bnetiy explain why_ The Organization's Board of Directors has approved this application on (date): Name of President/Chair of the Board Name of Exec. Director/CEO Signature Signature 123 0 0 ECONOMIC DEVELOPMENT DIVISION (A Dlivts Qn"of. t ladRiperian County Chamber of Commerce) 125 AGENCY REQUEST FOR FUNDING FROM INDIAN RIVER COUNTY APR 1 3 2017 • FISCAL YEAR 2017/2018 • is A. Program cover page Agency: Indian River County Telephone: 772-567-3491 Chamber of Commerce Contact Person: Penny Chandler Fax: 772-778-3181 Title: President E -Mail: director@indianriverchamber.com Address: 1216 21s' Street, Vero Beach, FL 32960 Website Address: www.indianriverchamber.com Program Title: COUNTYWIDE ECONOMIC DEVELOPMENT I certify that information contained in this application accurately reflects the activities of this agency and that the expenditures or portions thereof for which the County funds are being req ted are , t rei bursed by any other source. Signatur Penny Chandler President Print name and title Brief Description of the Program for which funding is requested. A countywide economic/business development and retention program created to implement the goals and policies as outlined in the Economic Development Element of the Indian Riverbounty Com rehe ' PI V "sive an and adopted by the Board of County Commission. Programs, activities, marketing actions, and strategies result from meetings and activities of the county's Economic Development Council and the Indian River County Chamber of Commerce. Efforts include promoting the county for new business location, direct assistance to local and start-up companies, encouraging and enhancing the growth of existing businesses, working with all manufacturers to share best practices, provide exporting opportunities, and encourage business -to business relationships. The program's objective is to recruit and retain companies that offer year-round, full-time jobs with benefits that pay at least 75% of the county's average annual wage, while increasing and diversifying the county's tax base. Summary Report Amount requested from Indian River County for 2017/2018: $185.054.00 Total Proposed Program Budget for 2017/2018 $185.054.00 Percent of Total Program Budget: 100% Current Funding (2016/2017): $ 171.465.00 Dollar increase (decrease) in request: Percent increase (decrease) in request: _L3589 7.9% 127 Dollar increase (decrease) in request: $13,589 If request increased 5% or more, briefly explain why: If the Florida Legislature approves the elimination of Enterprise FL, or severely restrict its funding (effective 7/1/2017), business attraction activities will be substantially increased at the local level. Currently, Enterprise FL provides prospect leads to its local primary partners, coordinates activities that encourage direct communication with business executives who are considering sites for relocation or expansion and with site location consultants. The Organization's Board of Directors has approved this application on 3/20/2017 Jeff Schlitt Name of Chair of the Board Penny Chandler Name of President/CEO • • • 2 128 B. Organization Capability • 1. Provide the mission statement and vision of your organization. The mission of the Economic Development Office of the Chamber is to effectively bring together and coordinate a public-private partnership which will further develop, refine, and implement programs and policies to retain and grow existing targeted business; encourage new targeted businesses to locate in the county; and facilitate relations between existing businesses, residents, and governments in a way which benefits all parties while meeting the objectives of the county's Comprehensive Plan. Vision: To enhance and preserve the economic well-being and quality of life of all citizens in Indian River County through the execution of our mission. 2. Provide a brief summary of your organization, including areas of expertise, accomplishments and population served. For over 90 years, our Chamber has been the voice of the business community, growing from thirty business leaders to an organization representing approximately 900 businesses with tens of thousands of employees. Our award-winning organization is built upon the strengths of our professional staff, volunteers, and our ability to bring people and ideas "to the table." The Chamber's Economic Development Office offers the professional staff, resources, and • volunteers, as well as professional office space necessary to provide service to existing businesses throughout the county for retention and growth, and to those businesses exploring relocation or targeted as potential candidates for relocation to Indian River County. The County Commission, the Chamber, the Economic Development Council and the County Department of Community Development have identified the need for growing quality jobs and diversifying the county tax base through balanced industrial growth, and a well -organized industry development and retention effort as increasingly important to the overall economic well-being of our county. The Chamber's ED Office brings volunteer resources from business and residential communities together with elected officials and representatives from the public sector to assist in the implementation of the program. On a regional basis, the Chamber's Economic Development Office works closely with its economic development partners in neighboring jurisdictions toward the common goal of promoting the region to targeted companies in the light manufacturing and aviation industry sectors for relocation and expansion. Florida's Research Coast Economic Development Coalition (FRCEDC) is comprised of the executives from the primary economic development agencies in Martin, St. Lucie, Okeechobee and Indian River Counties and the President/CEO of CareerSouce Research Coast. FRCEDC is an approved Florida non-profit corporation. Coalition members partner with Enterprise Florida, the statewide economic development organization, through site consultant events, trade shows, and other means, to promote • Florida's Research Coast as a desirable location for businesses within the targeted industries. 3 129 The Director of the Chamber's Economic Development Office serves as Chairman of the organization. • Staff continues to inform and educate the public regarding the importance of industrial growth on the long-term health of our local economy and tax base. We assist in facilitating development of approved industrial sites and necessary infrastructure to attract new industry and expand our existing industrial base. Since the early 1990s, the Chamber has developed funding sources beyond the public contribution from the county to offset costs. Through the Economic Leadership Alliance, the ED Office received $50,800 in private sector funds in FY2015/16. The Chamber fully covers the entire cost of the facility including maintenance, utilities, plus the professional services of our President and staff not noted in this request. 3. Briefly list any certifications and/or accreditations obtained by your agency. The Chamber and its divisions were audited and/or reviewed by. the Internal Revenue Service in 1994 to seek compliance with its non-profit status. The IRS determined the Chamber met all requirements and re -certified the non-profit status in 1995. An audit of our economic development activities was completed for the last fiscal year by a local accounting firm with a copy provided to the county. Since 2000, the Economic Development Director has held the status of Certified Economic Developer, the industry's highest professional status attained through the International Economic Development Council. This designation is earned through a combination of professional development, practical experience and aptitude. Of the approximately 300 active economic developers in Florida, 60 have earned this designation. The Chamber's ED office was twice recognized by Trade & Industry magazine with Corporate Investment and Community Impact (CiCi) Awards. In 2009 for our role in retaining Piper Aircraft in Vero Beach, and in 2011 for "Outstanding Achievement in Economic Development" in the recruitment of the INEOS New Planet BioEnergy Center. The awards recognize corporate locations and investments with a focus on the company investing in the community and the economic developers responsible for securing that investment. With over 1,000 nominations received, the Corporate Investment and Community Impact Awards recognize the top fifteen community projects in the U.S. that "have profound implications for local communities". In 2008, the Chamber received a 4 -star accreditation with the U.S. Chamber of Commerce. With nearly 7,000 chambers of commerce in all of the United States, accreditation is a prestigious honor that distinguishes quality, expertise and strong leadership. • 4 130 In 2006, the Workforce Development Board of the Treasure Coast (now CareerSource • Research Coast) recognized the Chamber's Economic Development Office as "Partner of the Year." In 2006, the American Society of Association Executives recognized the Chamber's disaster recovery plan that was implemented following the 2004 hurricane season. The ED Office received the 2005 "Promotional Materials Award" from the Southern Economic Development Council for our professionally designed collateral material. The Chamber is designated as a "Florida Certified Chamber of Commerce". This certification is based upon the use of sound policies, effective organizational procedures, and positive impact on our community 4. How does your program differ from similar ones provided in the community? How do the programs complement those offered by other agencies? There are no other comprehensive countywide economic development programs of this type provided by or performed by any other group or agency within the county. The Chamber is recognized by Enterprise Florida, our statewide economic development organization, as the primary economic development agency of record for Indian River County. • The ED Office works closely with other agencies as well as public officials to facilitate business development efforts as well as the retention and expansion of local business. The Chamber also maintains contact with regional, state, and federal agencies and elected officials who are critical to the success of our programs and benefits to local industry. 5. Please describe the staffing requirements of these programs. Be specific in indicating the number of paid professional positions and paid support staff positions. NOTE: The positions described below are the positions required for the Economic Development Office. As the scope of service and programs for the agency have increased in activity and number, so too has the time required by other Chamber staff. Director of Economic Development - Responsible for carrying out effective programs and services to attract new light industry to Indian River County, and aid in maintaining and expanding those businesses and industries currently located in and operating within the county. The Director of Economic Development works with other Chamber staff, county government representatives (elected and staff), volunteer Chamber and local committees and task forces in an effort to formulate and implement the overall Marketing Plan. The Director is responsible for the planning, organizing and development of a continuous program of business and industrial research, including cost of living, population trends, income, labor force • availability, skills, needs of local industry and other special assignments. The Director works under the supervision of the President of the Indian River County Chamber of Commerce. 5 131 Partial funding for the Economic Development Director position is through the county's General Fund, the balance is paid by private sector funds. is Receptionist - Receiving and directing calls, reservations for meetings, and support services as needed for special meetings and events. Assistance in non -management activities associated with this office, emails, faxes, copying. Funding for this position is shared between the Chamber, its Tourism Office and private economic development funds. Comptroller - Requiring approximately 15 percent of a full-time position. The Comptroller is responsible for maintaining accurate financial records, preparing financial documentation for county quarterly reports, monthly updates and reports for internal use. The Comptroller assists in budget preparation and maintenance, and serves as the liaison between the Chamber and the county's Budget Office for fiscal related inquiries and reimbursement of all eligible economic development related invoices. Funding for this position is shared between the Chamber, its Tourism Office and private economic development funds. President - Requires approximately 50 percent of a full-time position. Responsible for oversight of all economic development and business retention efforts, and the supervision of all staff. Works closely with elected officials and government staff, Chamber staff, and volunteers on the planning, coordination, implementation and administration of the economic development plan. • 6. Do these programs utilize volunteers? If yes, please briefly describe. The program utilizes over 70 volunteer professionals from the business and residential communities and the public sector. Business volunteers are generated through the Chamber's Economic Development Office. Dozens of Chamber professionals volunteer their time to serve in a variety of ways to assist in planning, creating, and implementing strategies associated with meeting the goals of the Chamber's Economic Development Office. Each of these business professionals provides more than two hours of their'services each month. The value of that private sector contribution from those executives is figured at a minimum executive salary of approximately $80 per hour and is estimated at over $134,000 in volunteer assistance. This does not include many in-kind services. Above this figure, the Chamber also receives private contributions from the business community specifically targeted for the economic development efforts performed by the Chamber on behalf of the county. Volunteers serve through an established structure of committees and task forces as required to positively influence change in: new and existing commerce, manufacturing, workforce enhancement, surveys for ACCRA Cost -of -Living data, Economic Leadership Alliance, project review committee, and more. The volunteers bring with them professional experience and a • commitment to the success of this initiative and partnership. Approximately 80 percent of our volunteers are senior executives, CEOs and senior level staff. 6 132 7. Description of the countywide purpose the funds will be used for. County funding will be combined with the private sector contributions for the overall operating budget of the Economic Development Office. During FY 2015/2016, in addition to $162,105 collected in reimbursement from County funds, $50,810 was generated through contributions by our Economic Leadership Alliance investors and other sources. Over $175,000 of in-kind services and support are supplied by the Chamber and/or contributed by others in the county to accomplish the goals and objectives for economic development efforts. The FY 2017/2018 Economic Development Marketing Plan is attached. Specific areas where the funds will be utilized are in keeping with the goals and strategies as outlined and agreed upon by the County, the Economic Development Council, the Department of Community Development and the Chamber; they include but are not limited to: • Direct marketing to site location consultants and targeted industries with continued follow- up and communication • Professional services for maintenance and hosting the economic development website, research, and the production of studies and reports • Prospect development and communication • • Maintain current cost -of -living data and host cost -of -living calculator on the economic development website • Hosting ZoomProspector website - www.indianriversites.com, the commercial/industrial real estate data base, including upgraded features to allow for mobile utilization and gathering detailed business intelligence. The program was provided by FPL in its first year, paid by ELA funds its second year, with a continued cost sharing proposed between public and private funds for FY2017/18. • Provide idea -sharing and networking opportunities for existing and new business clients and prospects • Promotional materials, including updated advertising, and general operating supplies • Maintaining relationships with state legislators, regional airports, Enterprise Florida, site selectors, and similar local and regional economic development agencies, and other key resources who can assist in the success of our mission • Postage and shipping, telephone, internet access; not including cell phone service • Recognition of existing/new industries and development • Informational presentations to civic groups and others throughout the county highlighting the benefits of industry, better paying jobs and a diverse, increased tax base • Workforce preparedness through collaborative planning and information sharing with our • region's schools, colleges and training centers 7 133 • Facilitate communication and cooperation between business community, educators and government 0 • Participate in regional collaboration, research and activities C. Board of Directors 1. Name Business Derek Arden Vero Commercial Management, LLC Jennifer Bates Holiday Inn Hotel & Suites Oceanside Andy Beindorf National Bank of Commerce Lonnie Blake TD Bank Aaron Bowles MBV Engineering Simon Caldecott Piper Aircraft Ross Cotherman Rehmann Robson Donna D'Alfonso HR Dynamics Karen Deigl Senior Resource Association Bart Gaetjens Florida Power & Light Tim Girard Girard Equipment Linda Schlitt-Gonzalez, Coldwell Banker Paradise -Ed Schlitt Realtors Kathryn Grichnik Indian River Medical Center Brian Holmes Edward Jones Katha Kissman Harbor Branch Oceanographic Institute • Foundation Michael Kissner Collins, Brown, Caldwell, Barkett, Garavaglia & Lawn Chartered Casey Lunceford Indian River State College -Mueller Campus Paul Lytle EmbroidMe Paul Minotty New Vision Eye Center Jon Moses Riverside Theatre Jason Odom Gould Cooksey Fennell, P.A. Chad Olson Costa d' Este Beach Resort & Spa Robert Paugh Bill Bryant & Associates William Penney Marine Bank & Trust Company Cheryl Roseland Countryside Citrus Jeff Schlitt Schlitt Services Michael Walther Coastal Tech G.E.0 Inc. 2. Does your Board of Directors set the policies for your agency? Yes. The Chamber's Board of Directors establishes policies for the Chamber itself. A diverse group of volunteers serve on the committees, task forces, and sub -committees that research and implement the various functions and needs of the Economic Development Office. Reports • are provided annually to the Chamber Board, of Directors, County Commissioners and 8 134 • administrators, Economic Development Council, and private investors. All formal Chamber policies and positions are the result of action of the Board. The county's Economic Development Council and the Board of County Commissioners establish policy as it relates to the economic development attraction and retention efforts of the organization. 3. Is there a quorum requirement for Board members attendance at your agency Board meetings? Quorum: A simple majority of the Board constitutes a quorum for transacting business at the regular or officially called meetings of the Chamber Board and the EDC Advisory Board. Attendance Requirement: An elected Chamber Director shall be automatically disqualified and his unexpired term shall be filled if he has three (3) consecutive unexcused absences 4. Please explain the rotating volunteer structure of your Board members and officers. Directors: The Chamber Board is composed of eighteen elected members. Six Directors are elected annually to serve for three years, or until their successors have been elected and have qualified. The incoming Chairman of the Board may appoint up to three members to the Board to serve one-year terms. Subject to Board approval, the incoming Chairman of the Board may also appoint up to two former Chamber Board Chairmen to serve one-year terms. The • Immediate Past Chairman of the Board will serve as a voting member of the Board. The Provost of the Indian River State College, Mueller Center Campus will serve as a voting member of the Board. The President will serve as a non-voting member of the Board. Officers: elected annually; may be re-elected. The county's Economic Development Council is comprised of twenty-two voting members who are appointed by the Board of County Commission and serve a two-year term. The members represent key local industries and local governmental entities. The EDC elects a chairman and a vice chairman annually from among its voting members. A County Commissioner serves as a non-voting liaison. Each chair and vice chair serves a one-year term and may be re-elected .but is limited to two successive annual terms, at which point they would be ineligible to chair the committee for at least one year. D. Finances 1. Does your Board approve the annual budget and review regular financial reports of the operating budget and capital funds? How often is this review conducted? The Chamber's Budget Committee establishes the Chamber's proposed annual budget and presents this proposed budget to the Chamber Board of Directors for review and adoption. Financial reports for the Chamber are made monthly at Chamber Board meetings. In addition, • the Chamber President receives and reviews budget information on a regular basis. The economic development budget is reviewed by the Economic Development Council as proposed, then presented to the Board of County Commission for consideration. 9 135 NOTE: Monies received from the County for Economic Development programs are kept • separate and apart from normal Chamber revenues. There is a separate bank account at a totally separate bank with three completely separate audits conducted annually for economic development funds, Chamber funds, and tourism funds. It should also be noted that economic development (and tourism) funds received from the County do not pay for the total expenses incurred by the economic development efforts of the Chamber. In reality, Chamber revenues — private dollars received through Chamber member dues and special events - offset and subsidize the services performed by the Chamber for economic development (and tourism). 2. Does any outside organization (such as a governmental unit) conduct periodic evaluations of the agency's finances, management or programs? If yes, list the agencies. As noted earlier, an audit or review of the economic development office is conducted by a local CPA firm each year. As a private non-profit organization, the Chamber is not subject to government agency review of finances, management, or programs. However, the Economic Development Director provides regular reports to the Economic Development Council regarding current and planned activities, as required by the Economic Development Element of the county's Comprehensive Plan. 3. Are there any pending legal actions, claims or disputes • P s against your agency? If yes, please explain. No 4. Check the financial year (agency's fiscal year) that you are using for this budget report. July 1 — June 30 January 1- December 31 X Other, please specify: October 1 through September 30 • 10 136 E. FINANCIALS AGENCY/PROGRAM NAME: � 0 REVENUES 1 Contributions 2 Special events 3 Legacies/Bequests 4 Supplemental fundraising 5 United Way of IRC 5a. United Way of Martin Co. 5b. United Way of St. Lucie Co. 6 Membership dues 7 Program service fees 8 Profit on sales to public 9 Investment income 10 Other income 11 Reserve funds available for 0- 12 TOTAL REVENUES EXPENDITURES 13 ISalaries 14 Employee Benefits 5 Payroll Taxes/Unemployment 16 Professional fees 17 Supplies 18 ITelephone 19 Postage and shipping 20 Occupancy (Buildings & Grds. 21 Utilities 22 Insurance 23 Rental and Maint. Equipment 24 Printing and publications 25 Travel and transportation 26 Staff/volunteer development 27 Specific assist. - individuals 28 Membership dues 29 Awards and grants 30 Payments to affiliated organizz 31 Miscellaneous expenses 31 a. Business Retention 31 b. Business Attraction 31 c. Copies/Reproduction 31d Audit TOTALEXPENSES TOTAL AGENCY BUDGET ECONOMIC DEVELOPMENT FY15116 FY 16/17 FY 16/17 10/1/15 TO 10/1/16 TO 03/01/17 TO TOTAL FY 9/30/16 2/29/17 9/30/17 2016/2017 ACTUAL MONTHS MONTHS $51,110.00 11 $14, 550.00 $41,694.00 $56,244.00 FY 2017/2018 10/1/17 TO 9/30/i18 BUDGET $55,370.00 $51,110.00 $14,550.00 $41,694.00 $56,244.00 $55,370.00 $53,559.00 $28,878.80 $24,680.20 $53,559.00 $53,559.00 $10,657.20 $3,330.09 $9,090.91 $12,421.00 $12,500.00 $5,236.37 $2,501.69 $3,053.31 $5,555.00 $5,360.00 $12,233.88 $44171.94 $6,578.06 $10,750.00 $10,750.00 $419.75 $152.96 $447.04 $600.00 $600.00 $1,790.33 $429.37 $1,570.63 $2,000.00 $2,000.00 $920.34 $368.80 $631.20 $1,000.00 $1,500.00 3,903.94 $2,991.92 $833.08 $3,825.00 $3,825.00 $353.13 $288.48 $211.52 $500.00 $500.00 $200.00 $178.20 ($28.20) $150.00 $100.00 $953.31 $0.00 $1,175.00 .$1,175.00 $1,500.00 2,637.49 $1,065.38 $2,559.62 $3,625.00 $3,485.00 $1,505.00 I $1,005.00 L $505.00 1 $1,510.00 1 $1,525.00 $6,827.11 $0.00 $6,000.00 $6,000.00 $100.00 $19,099.10 $34,666.63 $1,746.71 $15,851.12 $19,253.29 $23,818.88 $21,000.00 $39,670.00 $1,541.96 $573.74 $2,051.26 $2,625.00 $5,500.00 $3,000.00 $2,500.00 $5,500.00 162,104.54 $66,534.20 $104,930.80 $171,465.00 575.00 $22,600.00 $48,175.00 $3,000.00 $5,500.00 185,054.00 6 137 G. SALARIES Economic Development Title of Position New Position No. of Hrs. FY 2016/2017 FY 2016/2017 F Projected18 P pro rcenosed of 1 Economic Development Director (yes or no) per week NO Actual Budget Budget increase 40+ $ 53,559.00 $ 53,559.00 $ 53,559.00 0% 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 GRAND TOTAL - ALL SALARIES $53,559.00 $53,559.00 $53,559.00 C7 138 • is • MENTAL HEALTH ASSOCIATION ININDJANRIVER COUNTY • • 139 AGENCY REQUEST FOR FUNDING FROM Indian River COUNTY FISCAL YEAR 2017/2018 A. Program Cover Page • Agency: Mental Health Association in Indian River County Contact Person: Dr. Robert J. Brugnoli Title: Executive Director Address: 82037 th Place Vero Beach, Florida 32960 Website Address: www.mhairc.org Program Title: MHA Walk -In and Counseling Center • • Telephone: 772 569-9788 Fax: 772 569-2088 E -Mail: rjb@mhairc.org I certify that information contained in this application accurately reflects the activities of this agency and that the expenditures or portions thereof for which County funds are being requested are not reimbursed by any other source. Robert J. Brugnoli, Ph.D., Executive Director Signature 0 0 Print name and title brnet aescription of the Program for which funding is requested: Funding is requested to help support the Mental Health Association Walk -In Center. The Walk -In Center provides immediate access to mental health screening and crisis intervention services to Indian River County residents of all ages for free. It is the only mental health agency in Indian River County that provides free immediate access, to mental health screening and crisis intervention. The Mental Health Walk -In Center also provides mental health services by appointment on a sliding fee schedule beginning at zero dollars for clients who are indigent. Immediate access services include mental health screening, crisis intervention, immediate case management, and information/referrals. Services by appointment include psychiatric evaluation, medication management, individual psychotherapy, family psychotherapy, group therapy and support group services. The Walk -In Center also has a medication assistance program through which indigent clients of the MHA are able to receive free medications. Services are available Monday -Friday, 8:30 am to 5:30 pm. The Walk-in Center is located at 820 37th Place, Vero Beach, FL 32960 and is accessible by public transportation. I-JU11113101y RCNVIL Amount requested from Indian River County for 2017/2018: $25,000 Total Proposed Program budget for 2017/2018: $1,367,250 Percent of total Program budget: 1.8% Current Funding (2016/2017) $22,500 Dollar increase / (decrease) in request: $2,500 Percent increase / decrease in request: 11% u request increasea ow or more, Dnetiy explain why: In 2005, the MHA and the Indian River Mental Health Collaborative worked together to design a Mental Health Walk -In Center to fill a critical gap in services to provide immediate access for children and adults to mental health services. Opened in 2007, the MHA Walk -In Center was designed to fill this gap in services and to this date, it is the only mental health agency providing these services on an immediate basis in Indian River County. Providing immediate access to mental health services reduces emergency department visits for mental health services at the Emergency Department at IRMC and reduces the need for psychiatric hospitalization at the Behavioral Health Center at IRMC. Immediate access to mental health services.may also reduces arrests of people with mental health conditions who act out in the community due to untreated mental health conditions. 141 While the MHA is reimbursed by the Hospital District for immediate access and ongoing mental health services provided to Indian River County residents whose family income is below 150% of the federal poverty guideline and who have been IRC residents for six or more months, the Hospital District does not reimburse the MHA for immediate access to mental health services provided to Indian River County residents whose family income is below 150% of the federal poverty guidelines and who have not been residents of IRC county for at least six months. In total the Hospital District provided the MHA with about $300,000 in funding last year to pay for mental health services provided to indigent clients who have been residents of Indian River County for 6 months or more. The MHA does not receive any public funding to provide mental health services at its Walk -In and Counseling Center to indigent clients who have been Indian River County residents for less than 6 months except for funding provided by Indian River County. Indian River County funded the MHA Walk -In Center at $27,500 in 2012/13, but reduced its funding of the MHA by 27% to $20,000 in 2013/14. This funding request of $25,000 is still below the funding the MHA Walk In Center received from Indian River County five years ago in 2012/13. April 18, 2017 The Organization's Board of Directors has approved this appyiatinon, on (date): Karen M rskv Ph-D.✓��t�t Name of President/Chair of the Board. Signature Robert J. Brugnoli. Ph.D. 'e,41 :��2 Name of Exec. Director/CEO Signature Cl 142 is • • • • B. Organizational Capability 1. Provide the mission statement and vision of your organization: Mission Statement: MHA Mission Statement: To provide immediate access with no barriers to mental health care. "It's Okay to Get Help!" Milull. MHA Vision Statement: Individuals will be afforded an opportunity for an improved quality of life through: • access to a continuum of care, reduced stigma of mental health issues, and increased integration and acceptance within a community that has an informed understanding of mental health issues. 2. Provide a brief summary of your organization, including areas of expertise, accomplishments and servea. The Mental Health Association in IRC (MHA) has been providing services within the county since 1978. The MHA has Walk -In Center and Drop -In Centers programs. There are 3 Drop in Center locations in: Indian River, Martin, and Okeechobee county. The Mental Health Walk -In & Counseling Center offers immediate access to emotional and behavioral health care for the indigent, uninsured and underinsured, and others who may have difficulty navigating the mental health system. This center provides a comprehensive approach to care with individualized treatment. Services include immediate mental health screening to establish needs, information and referral, crisis intervention, risk assessment, diagnostic assessments, individual psychotherapy, family psychotherapy, psychological evaluation, case management, group therapy, support groups, educational classes, psychiatric evaluation, and psychiatric medication management. The Walk -In Center began completing phone mental health screenings for clients who were not in need of immediate mental care in July of 2016. At the end of the phone screenings, clients are offered the opportunity to come to the Walk -In Center to initiate ongoing services or referred to the mental health or substance abuse agency of their choice, or for other community services based on their needs. All ages are served at the Walk -In Center and 80% of the clients who access our programs and services have an income level at 150% of Federal poverty guidelines or lower. 77% of the clients we serve are White, 10% are African-American, 8% are Hispanic, 4% are Multiracial, and 1% are Asian. 81 % of the clients we serve are adults and 19% are children/adolescents. The Walk -In Center accepts Medicare, BlueCross/Blue Shield, and several Medicaid HMO insurances. Clients help staff evaluate the programs and determine additional unmet needs for the clients and the community by completing client satisfaction surveys. The Walk -In Center program provides services to children and their families in a unique manner. Since July of 2015, the Walk -In Center has had a Wraparound Services Program for families which was designed to meet the needs of all family members, rather than just the identified client. In September of 2015, the MHA began providing mental health services to children in an integrated care setting at the Health Department's Gifford Pediatric Center in addition to providing children's services at the Walk -In Center. Actual and projected service data for the Walk -In Center are reported below for the number of urgent screenings completed, number of unduplicated clients seen, and number of service units provided. 143 ;s. dnetly list any certifications and/or accreditations obtained by your agency. The MHA is an affiliate of Mental Health America which is a national agency dedicated to promoting mental health, preventing mental and substance use conditions, and achieving victory over mental illnesses and addictions through advocacy, education, research and service. Participation in a re- affiliation process is required at least once every three years. At its June 2014 meeting, the Mental Health America Board of Directors unanimously approved the re -affiliation of the Mental Health Association in Indian River County for a period of three years from June 7; 2014 through June 7, 2017 without reservation. At that time, the Affiliate Re -affiliation Committee of the Board of Mental Health America commended the services provided at the MHA Walk -In Center. Our 2017 re -affiliation application is due back to Mental Health America by April 28, 2017. 144 • • • FY 2013-14 FY 2014-15 FY 2015-16 FY2016-17 FY2017-18 Actual Actual Actual Projected Projected 1. Walk-In Center Immediate Mental Health Screenings 678 774 846 600 600 2. Walk-In Center Phone Screenings ---- ---- ---- 900 900 3. Number of Individuals (Unduplicated) provided Mental Health services 983 1,131 1,274 1,100 1,100 4. Number of Service Units provided to clients (a Service Unit is 15 minutes of service) 35,791 37,420 39,206 39,500 39,500 As noted earlier, the MHA also operates three Drop-In Centers in three counties: Indian River, Martin and Okeechobee counties. The Drop-In Centers are peer run. They were specifically designed to provide a safe haven for adults with severe and persistent mental illness. There is no other program in Indian River County that provides services similar to the Vero Drop-In Center. These centers provide support, education, socialization, and constructive activities that help its members remain productive members of our community. The Drop-In Centers provide supported employment for 9 chronically mentally ill adults. Actual and projected visits to the Vero Drop-In Center are reported below: FY 2013-14 FY 2014-15 FY 2015-16 FY 2016-17 FY 2017-18 Actual Actual Actual Projected Projected 9,420 10,324 11,326 11,500 12,000 ;s. dnetly list any certifications and/or accreditations obtained by your agency. The MHA is an affiliate of Mental Health America which is a national agency dedicated to promoting mental health, preventing mental and substance use conditions, and achieving victory over mental illnesses and addictions through advocacy, education, research and service. Participation in a re- affiliation process is required at least once every three years. At its June 2014 meeting, the Mental Health America Board of Directors unanimously approved the re -affiliation of the Mental Health Association in Indian River County for a period of three years from June 7; 2014 through June 7, 2017 without reservation. At that time, the Affiliate Re -affiliation Committee of the Board of Mental Health America commended the services provided at the MHA Walk -In Center. Our 2017 re -affiliation application is due back to Mental Health America by April 28, 2017. 144 • • • • • B. Organization Capability (Continued) 4. How does your program differ from similar ones provided in the community? How do the proarams tnose offered by other Besides the IRMC emergency department, there is no other program in Indian River County that provides urgent mental health screening, risk assessment, and crisis intervention services, to Indian River County residents regardless of ability to pay. Clients who are seen for screening on a walk-in basis at the Mental Health Association Walk -In Center, who prefer to have ongoing services at another mental health agency and are able to afford it, are referred out to the agency of their choice. The Mental Health Association in Indian River County's participation in several mental health related community groups keeps staff abreast of services available to benefit our clients and also ensures programs are not duplicative. The most critical of these groups is the Mental Health Collaborative in Indian River County whose main purpose is to identify and fill gaps in mental health services in the county, encourage collaboration among mental health agencies, and discourage duplication of services. The Mental Health Association in Indian River County strives to overcome the stigma of mental illness by building awareness and knowledge among everyone in the.community through community outreach. 5.. Please describe the staffing requirements of these programs. Be specific in indicating the numher of paid professional positions and paid support staff positions. v Current Staffing for the Mental Health Association including both the Walk -In Center and three Drop -In Center are: General Administrative Staff: Executive Director/Psychologist, 40 hours per week. In addition to his administrative duties the Executive Director provides 6 to 10 hours of direct clinical/professional service at the Walk -In & Counseling Center as a Licensed Psychologist. Fund Development Manager, 40 hours per week (Paid Program Staff) Marketing and Communications Manager 40 hours per week (Paid Program Staff) Human Resources/Accounting Specialist, 25 hours per week (Paid Program Staff) Walk -In & Counseling Center Staff: Clinical Director, 40 hours per week, including 10 to 16 hours of direct clinical/professional service at the Walk -In & Counseling Center as a Licensed Mental Health Counselor. Director of Operations/WIC Program Director, 40 hours per week (Paid Support Staff) Psychiatrist, 16 hours per week, independent contractor, medical license and Board Certification required Psychiatric Nurse Practitioner 12 hours per month, independent contractor, license and Board Certification required Therapist/Licensed Mental Health Counselor, 40 hours per week Therapist/Licensed Clinical Social Worker, 40 hours per week Therapist/Registered Mental Health Counselor Intern, 40 hours per week Therapist/Registered Mental Health Counselor Intern, 40 hours per week Therapist/Licensed Clinical Social Worker, 10 hours per week Therapist/Licensed Clinical Social Worker, 8 hours per week Florida Institute of Technology Doctoral Level Clinical Psychology Trainee, 15 hours per week Florida Institute of Technology Doctoral Level Clinical Psychology Trainee, 15 hours per week Florida Institute of Technology Doctoral Level Clinical Psychology Trainee, 15 hours per week Walden University Masters Level Mental Health Counseling Intern (Volunteer) 24 hours per week Program Assistant- Medical/Financial Specialist, 40 hours per week (Paid Support Staff) 145 Office/Medical Records Representative, 40 hours per week (Paid Support Staff) Office Representative (Receptionist), 40 hours per week (Paid Support Staff) Billing/Coding Specialist, 36 hours per week (Paid Program Staff) Drop -In Center Staff: (Drop -In Center employees, including Directors who work directly with clients) Director of Consumer Services. 40 hours per week, supervises the three Drop -In Center Directors and part-time Paid Program Staff Indian River County Drop -In Center Director, 24 hours per week Indian River County Drop -In Center Staff Assistant 24 hours per week Indian River County Van Driver 24 hours per week Indian River County Van Driver, 8 hours per week Certified Peer Recovery Support Specialist, 24 hours per week (Indian River County) Peer Recovery Support Specialist 16 hours per week (Indian River County) Martin County Drop -In Center Director, 40 hours per week Martin County Drop -In Center Staff Assistant, 22 hours per week Martin County Drop -In Center Staff Assistant 7 hours per week Okeechobee County Drop -In Center Director, 40 hours per week Okeechobee Drop -In Center Staff Assistant 24 hours per week Okeechobee County Drop -In Center Staff Assistant 7 hours per week is 6. Do these programs utilize volunteers? If yes, please briefly describe. The WIC currently has two part-time volunteers assisting with office tasks like copying, filing, and large mailings. The agency also has a 10 member volunteer Board of Directors and 13 additional community volunteers serving along with Board members on committees of the Board (Finance, Governance, Philanthropy, Marketing and Communications and Program and Client Services Committees). Due to the nature of the program, volunteers are required to complete background checks. Our Masters Level Mental Health Counseling Student Intern who works 24 hours per week is also a volunteer. • 1. uescnptmn of the countywide purpose the funds will be used for County Funds will be used to pay for a part of clinical staff salaries for clinical staff members who are involved in: 1. running our free Mood and Anxiety Support Group and PTSD Veterans Support Group, and 2. providing clinical services to clients including urgent mental health screenings, crisis intervention services, risk assessments, individual psychotherapy, family psychotherapy, and case management at the MHA to indigent residents of Indian River County regardless of how long they have lived in the county. • 146 C. Board of Directors • 1. Name: Lynn Babicka Jamie Bell Ross Cotherman Barbara Horne Anne Lanier Dr. Karen Mersky Maureen Nicolace Tyler Puttick Kim Marcil-Wieleba Richard Yarborough • Address: 360 Island Creek Drive Vero Beach, FL 32963 Complete Trust Insurance Agency 3975 201h Street, Suite H Vero Beach, FL 32960 5070 North Ai A, #250 Vero Beach, FL 32963 1612 Galilean Lane Sebastian, FL 32958 705 Painted Bunting Lane Vero Beach, FL 32963 601 21s' Street, Suite 300 Vero Beach, FL 32960 6479 53rd Circle Vero Beach, FL 32967 1555 Indian River Blvd., 8125 Vero Beach, FL 32960 2770 Indian River Blvd, #326 Vero Beach, FL 32960 2400 Indian Creek Blvd, West Vero Beach, FL 32966 L. uvcs yuui auaro or uirecrors ser me policies for your agencv? Yes. The Mental Health Association in Indian River County Board is the governing body of the agency. The Board meets monthly as do several committees of the board. Board Committees include the Executive Committee, Finance Committee, Program and Client Services Committee, Governance Committee, Marketing and Communications Committee, and Philanthropy Committee. Board members represent the MHA in the community and assume personal responsibility for fulfilling MHA's mission. Each Board member serves actively on at least one committee, assists in recruitment of additional Board members and volunteers to help with agency projects, offers suggestions for improvement of services and assists the Executive Director and his staff. The Board maintains legal corporate oversight of the Association and provides continuity of experienced voluntary leadership. Other Board duties include: providing adequate facilities and equipment for the office, reviewing Board minutes and committee reports, employing and advising the Executive Director, creating personnel policies, reviewing current and anticipated finances, and reviewing existing and proposed services and/or programs before authorizing the launch of new programs. J. rs mere a quorum requirement for Board members attendance at your agency board Yes. 50% of Board members must be present to bring agenda items to a vote. 4. Please explain the rotating volunteer structure of your Board members and officers. 147 Board members are elected to a 3 -year term with Officers elected annually. The terms of Directors are staggered to allow the terms of one-third of the Directors to end annually, to the extent that this is possible. • 148 • • • • D. Finances 1. Does your Board approve the annual budget and review regular financial reports of the operating and capital tunds? How often is this review conducted? Yes, the Board approves an annual budget prior to the end of the fiscal year. Operating budgets and capital funds are reviewed monthly. A financial audit is conducted annually by an independent auditor and an audit report and copy of the agency's 990 are distributed to the Board upon completion. 2. Does any outside organization (such as a governmental unit) conduct periodic evaluations of the agency's tinances, management or programs? If yes list the agencies. Mental Health America- As noted earlier, the MHA is an affiliate of Mental Health America which is a national agency. Participation in a re -affiliation process is required at least once every three years. Re- affiliation involves the review of the board of directors, strategic planning, agency bylaws, 990s, and financial audits, as well as clinical programs. At its June 2014 meeting, the Mental Health America Board of Di'rectors unanimously approved the re -affiliation of the Mental Health Association in Indian River County for a period of three years from June 7, 2014 through June 7, 2017 without reservation. At that time, the Affiliate Re -affiliation Committee of the Board of Mental Health America commended the services provided at the MHA Walk -In Center. Southeast Florida Behavioral Health Network (SEFBHN)- SEFBHN is the managing entity for the Department of Children and Families (DCF) which monitors our State funded Drop -In Centerprogram annually to ensure compliance with State contract requirements. The managing entity also reviews the Walk -In Center and the entire agency financials as a part of the annual monitoring requirement. Kmetz Nuttall Elwell Graham, PLLC- An annual financial audit is conducted by a local, independent audit firm, Kmetz, et. al. The agency is also reviewed annually, financially and clinically, by The United Way and the Indian River County Hospital District. J. Are there any pending legal actions, claims, or disputes against your agency? No. 4. Check the financial year (agency's fiscal year) that you are using for this budget report. July 1 — June 30 January 1 — December 31 149 X Other, please specify October 1 — September 30 • • • 150 • E. Financials TOTAL AGENCY BUDGET AGENCY/PROGRAM NAME: Mental Health Association in Indian River County REVENUES 1-Y 1511b 10/1 /15 TO 9/30/16 ACTUAL FY 16/17 10/1 /16 TO 2/28/17 ACTUAL5 MONTHS FY 16/17 03/01/17 TO 9/30/17 EST. (7) MONTHS TOTAL FY 2016/2017 FY 2017/2018 10/1117 TO 9/30/18 PROPOSED BUDGET 1. Contributions 210,353. 66,794. 183,206. 250,000. 275,000. 2. Special events 56,661. 74,450. 4,420. 78,870. 75,000. A. Legacies/Bequests 40,000. 0. 160,000. 160,000. 140,000. 4. Supplemental fundraising 0. 0. 0 0 0 5. United Way of IRC 90,000. 37,500. 52,500. 90,000. 90,000. 5a. United Way of Martin Co. 0. 0 0 0 0 5b. United Way of St. Lucie Co. 0. 0 0 0 0 6. Membership dues 0. 0 0 70 0 7. Program service fees 248,157. 81,807. 158,498. 240,305 300,000. 8. Profit on sales to public 0. 0 0 0 0 9. Investment income 3,283. 100. 900. 1,000. 1,000. 10. Other income 3,758. 581. 2,919. 3,500. 3,500. -1 Oa.County - HTD & IRC 298,764. 137,785. 209,715. 347,500. 370,750. 10b.Dept. of Children & Families 425,225. 157,197. 220,076. 377,273. 412,270. 10c.Funds from other sources 123,110. 25,000. 45,000. 70,000. 150,000. 10d.Capital Contributions 450,000. 0 0 0 0 11. Reserve funds available for operating 0 0 0 0 0 12. TOTAL REVENUES 1,949,311. 581,214. 1,037,234. 1,618,448. 1,817,520. EXPENDITURES 13. Salaries 777,538. 337,613. 507,326. 844,939. 908,181. 14. Employee benefits 86,721. 36,525. 60,749. 97,274. 107,135. 15. Payroll taxes/Unemploy. Comp. 73,773. 33,116. 36,304. 69,420. 74,585. 16. Professional fees -legal, accounting, psychiatrist, psychologist 94,725. 10,956. 69,334. 80,290. , 96,000. 17. Supplies 27,459 9,680. 17,255. 26,935. 28,000. 18. Telephone 17,697 8,780. 12,960. 21,740. 20,000. 19. Postage and shipping 1,214. 546. 759. 1,305. 1,500. 20. Occupancy (Buildings and grds.) 194,752. 85,850. 101,064. 186,914. 181,000. 21. Utilities 15,838. 9,664. 13,746 23,410. 20,000. 22. Insurance 31,215. 2,287. 29,013. 31,300. 31,500. 23. Rental and Maint. Equipment 17,986. 7,027. 8,758. 15,785. 18,000. 24. Printing and publications 92. 0 1,000. 1,000. 1,500. 25. Travel & transportation -mileage 492. 189. 411. 600. 2,500. 26. Staff/volunteer development 2,782. 624. 2,196. 2,820. 10,000. 27. Specific assist. - individuals - Rx, outings, Automobile 28,760. 8,586. 19,062. 27,648. 30,000. 28. Membership dues 4,571. 720. 1,280. 2,000. 5,000. 29. Awards and grants 0 0 0 0 0 30. Payments to affiliated organizations 0 0 0 0 0 31. Misc Exp- Program Expenses 30,907. 12,487. 17,481. 29,968. 32,000. 31a. Advertising 852. 500. 2,500. 3,000. 5,000. 31b.Equip Purchase 0. 0 4,000. 4,000. 25,000. 31c.Contract Services 24,838. 11,991. 13,082. 25,073. 25,000. 31 d. Fundraising/Marketing 8,722. 3,533. 6,467. 10,000. 30,000. 32. Special Event Expense 28,070. 28,953. 3,897. 32,850. 30,000. 33. TOTAL EXPENSES 1,469,004. 609,627. 928,644. 1,538,271. 1,681,901. 151 F. Financials TOTAL PROGRAM BUDGET AGENCY/PROGRAM NAME: Mental Health Walk -In Center REVENUES 1. Contributions 2. Special events FY 15/16 10/1/15 TO 9/30/16 FY 16/17 10/1/16 TO 2/28/17 FY 16/17 03/01/17 TO 9/30/17 TOTAL FY 2016/2017 FY 2017/2018 10/1/17 TO 9/30/18 ACTUAL ACTUAL5 EST. (7) MONTHS MONTHS 196,653. 65,719. 170,206. 56,661. 74,450. 4,420. 237,000. 78,870. PROPOSED BUDGET 262,000. 75,000. 3. Legacies/Bequests 4. Supplemental fundraising 40,000. 0 0 0 160,000 0 160,000. 0 140,000. 0 5. United Way of IRC 90,000. 37,500. 52,500. 90,000. 90,000. 5a. United Way of Martin Co. 0 0 0 0 0 5b. United Way of St. Lucie Co. 0 0 0 0 0 6. Membership dues 0 0 0 0 0 7. Program service fees 248,157. 81,807. 158,498. 240,305 300,000. 8. Profit on sales to public 0 0 0 0 0 9. Investment income 3,283. 100. 900. 1,000. 1,000. 10. Other income- (Miscellaneous) 3,758. 581. 2,919. 3,500. 3,500. 10a.County - HTD & IRC 10b.Dept. of Children & Families 273,764. 112,379. 210,121. 322,500. 345,750. 10c.Funds from other sources 123,110. 25,000. 45,000. 70,000. 150,000. 10d. Capital Contribution 0 0 0 0 0 11. Reserve funds available for operating 0 0 0 0 0 12. TOTAL REVENUES 1,035,386. 397,536. 804,564. 1,203,175. 1,367,250. EXPENDITURES 13. Salaries 599,428. 268,209. 388,111. 656,320. 690,667. 14. Employee benefits 69,644. 29,181. 63,886. 93,067. 89,298. 15. Payroll taxes/Unemploy. Comp. 58,447. 25,076. 28,025. 53,101. 57,085. 16. Professional fees 91,725. 10,956. 69,334. 80,290. 96,000. 17. Supplies 21,615. 8,475. 14,450. 22,925. 26,550. 18. Telephone 8,436. 3,314. 5,426. 8,740. 8,640. 19. Postage and shipping 1,160. 546. 704. 1,250. 1,400. 20. Occupancy (Buildings and grds.) 21. Utilities 131,971. 6,675. 56,272. 3,117. 81,926. 5,118. 138,198. 8,235. 135,760. 8,250. 22. Insurance 16,161. 1,392. 15,028. 16,420. 16,600. 23. Rental and Maint. Equipment 14,321. 5,737. 6,813. 12,550. 14,250. 24. Printing and publications 92. 0 1,000. 1,000. 1,500. 25. Travel and transportation 26. Staff/volunteer development 0 50. 1,920. 624. 550. 600. 2,196. 2,820. 2,000. 9,500. 27. Specific assist. -individuals 11,590. 4,769. 10,731. 15,500. 16,000. 28. Membership dues 4,007. 720. 1,280. 2,000. 4,000. 29. Awards and grants 0 0 0 0 0 30. Payments to affiliated organizations 0 0 0 0 0 31. Misc. / Program Expenses 7,911. 3,177. 3,823. 7,000. 9,000. 31 a. Advertising 752. 500. 2,200. 2,700. 4,700. 31b.Equip. Purchases -Capital Exp 0 0 0 0 0 31c.Contract Services 24,519. 11,991. 13,082. 25,073. 25,000. 31d. Fundraising/ Marketing 8,722. 3,533. 32. Special Events Expenses 28,070. 28,953. 33. TOTAL EXPENSES 1,107,166. 466,592. 6,467. 10,000. 30,000. 3,897. 32,850. 30,000. 724,047. 1 -179-0,653-9-f-1,276,200. 7 y 152 • • 40 - G. SALARIES Title of Position New Position (yes or no) No. of Hrs. per week FY 2015/2016 Actual FY 2016/2017 Budget FY 2017 2018 Projected Budget Percentage of proposed increase 1 Executive Director No 40 117,600. 117,600. 120,300. 2.3 2 Clinical Director No 40 75,160. 75,160. 76,964. 2.4 3 Director of Operations No 40 59,969. 59,743. 61,245. 2.5 4 Fund Development Manager No 40 54,027. 54,392. 55,760. 2.5 5 H/R Accounting Specialist No 25 22,278 22,500. 22,725. 1 6 Licensed Therapist Deleted 40 14,292. N/A 7 Licensed Therapist Deleted 10 4,659. N/A 8 Licensed Therapist No 40 37,475. 37,910. 38,864• 2.5 9 Licensed Therapist No 40 54,062. 54,445. 55,815. 2.5 10 Licensed Therapist Yes 40 16,625. 38,000. 38,764• 2.0 11 Licensed Therapist No 16/10 15,845. 19,600. 18,000. -8 12 Licensed Therapist No 40 22,317. 42,500. 42,925. 1 13 Licensed Therapist Yes 8 N/A N/A 5,600. N/A 14 Fund Development Assistant Deleted 20 N/A 18,750. N/A N/A 15 Marketing & Communications Manager Yes 40 N/A N/A 50,000. N/A 16 Medical Financial Specialist No 40 11,216. 29,120. 29,702• 2 17 Insurance & Billing Specialist No 40/36 28,208. 27,750. 25,609. -8 18 Office Representative No 40 22,073. 23,650. 25,210. 6 19 Office Representative Yes 40 N/A 23,109. N/A 20 Office Representative Deleted 40 21,481. 24,960. N/A N/A 21 Medical Program Assistant Deleted 36 14,750. N/A N/A N/A 22 Doctorial level Psychology trainee Deleted 16 3,803. N/A N/A N/A 23 Doctorial level Psychology trainee No 16 2,304. 6,767. N/A N/A 24 Doctorial level Psychology trainee No 16 684. 6,767. N/A N/A 25 Doctorial level Psychology trainee No 8 610. 5,767. N/A N/A 26 Director of Consumer Services No 40 1 44,867. 45,146. 47,951. 6.2 27 Drop -In Center Director -Martin No 40 34,365. 34,544. 35,413. 2.5 28 Drop -In Center Director-Okee No 40 35,628. 35,841. 36,743. 2.5 29 Drop In -Center Director- Vero No 24 11,405. 11,447. 11,831. 3 30 Drop -In Center Staff Assistant -Vero Yes 21 9,926. N/A 31 Drop- In Center Staff Assistant -Martin Deleted 24 10,626. 11,545. N/A N/A 32 Drop- In Center Staff Assistant -Martin Yes 24 N/A N/A 11,731. N/A 33 Drop -In Center Staff Assistant-Okee No 16/24 10,656. 10,650. 11,831 11 34 1 Drop -In Center Staff Assistant-Okee No 10/14 4,396 6,420. 6,930. 8 153 0 154 Drop -In Centers - Marten Deleted 16 3556. 8,300. N/A N/A Drop -In Centers - Vero Deleted 24 10,062. 11,500. N/A N/A 35 Van / Mini Bus Driver -Vero No 20/24 9,480. 9,665. 10,433. 8 36 Van / Mini Bus Driver -Vero No 7/10 3,069. 3,561. 4,800. 34 37 Peer Specialist -Vero Yes 24 N/A N/A 15,000. N/A 38 Peer Specialist -Vero Yes 16 N/A N/A 15,000. N/A 39 GRAND TOTAL—ALL SALARIES 777,548• 854,000. 908,181. 0 154 • UNITED AGA INS T POVERTY HARVEST FOOD AND OUTREACH CENTER 155 • �J �1 L_J AGENCY REQUEST FOR FUNDING FROM Indian River COUNTY FISCAL YEAR 2017/2018 A. Program Cover Page Agency: United Against Poverty Contact Person: Annabel Robertson Title: Executive Director Address: 2746 US HWY 1 Vero Beach, FL 32960 Website Address: www.UPIRC.org Program Title:. Rapid Employment Program Ei APR Telephone: 772-770-0740 Fax: E -Mail: Annabel@ UnitedAoainstPoverty.org APR 12 1017 I certify that information contained in this application accurately reflects the activities of this agency and that the expenditures or portions thereof for which County funds are being requested are not reimbursed by any other source. n/L_PJ �l - ignatur Print name and title nrier oescnpuon or ine rrogram for wnicn tunding is requested: The Rapid Employment Program (REP) is a component of our Success Training for Employment Program (STEP). REP is designed for individuals who need and are prepared for immediate employment. It provides Job Acquisition and Job Coaching services (Phase II and III of STEP). The STEP Facilitator is the participant's first point of contact with the STEP Program and they work directly with all. STEP and REP participants determining the help they may need. Our Workforce Developer then meets individually with participants to assess further their current ability and skill level. The Workforce Developer then works with qualified REP participants to determine the best course of action for the individual to secure and maintain employment. Our Success Coach works with the participants on an ongoing basis to provide case management once they are employed, until they reach self-sufficiency. Action steps that the REP participants might take during this include writing a resume, honing interviewing skills, etc. We are planning to begin offering evening classes for REP participants, which focuses on emotional intelligence training to build problem solving, goal setting, conflict resolution and team building skills. These are skills required to maintain employment and advance to higher paying job opportunities when they arise. summary Keport Amount requested from Indian River County for 2017/2018: $30,000 Total Proposed Program budget for 2017/2018: $130,560.92 Percent of total Program budget: 23% Current Funding (2016/2017) $10,000 Dollar increase / (decrease) in request: 0 Percent increase /decrease in request: polo If request increased 5%.or more, briefly explain whv: The Organization's Board of Directors has approved this application on (date): 157 Barbara I owry / Name of President/Chair of the Board Annabel Robertson Name of Exec. Director/CEO —,y ..... • • 158 • • • B. Organizational Capability 1. Provide the mission statement and vision of your organization: Mission Statement: To serve those in poverty by providing crisis care, case management, transformative education, food and household subsidy, employment training and placement, personal empowerment training and active referrals to other collaborative social service providers. ve 2. Provide a brief summary of your organization, including areas of expertise, accomplishments and pupulauun serveo. Since its inception in 2003, United Against Poverty (Formerly Harvest Food & Outreach Center) has developed a variety of programs to assist struggling families to restore dignity and empowerment. In addition to the services provided by staff, UP partners with several area social service agencies that bring their expertise and skills to our families in need. All programs serve families and individuals whose income is at or below 200% of the Federal Poverty Level. We strive to provide holistic care to low-income households, support their ability to become self-sufficient and ultimately break the cycle of poverty. In order to accomplish this effectively, we give participants access to a variety of resources that will help them to help themselves. Addressing the issues of poverty and hunger in our community requires more than simply offering food and financial services. Our programs are based on a combination of evidence -based curriculum including in-house designed coursework, which is specifically tailored to the community and population that we serve, and education courses offered by volunteers and staff facilitators, who provide learning experiences and guidance based on their areas of expertise. Our concept of partnership is based on emerging research regarding the effectiveness of "no wrong door" policies, which allow a client receiving services to have access to the same level of service regardless of how they became a client. In other words, by high-level of collaboration and co -location, a client entering our building to apply for public assistance has the opportunity to take classes and build a plan to exit poverty. This partnership also minimizes duplication or abuse of services. United Against Poverty offers innovative programs, an integrated approach to case management, education and partnerships that help us to provide a true 'one-stop" center where we address the root causes of poverty in Indian River County and offer several programs. United Against Poverty was founded to provide a hand -up rather than a handout — to help those in need find a solution rather than put a band-aid on the problem. Our model helps families in poverty by combining concepts of other non-profit organizations, agencies and business practices. It is built around the idea that families can receive food assistance, but not in the traditional sense of a handout. Our food assistance program requires those needing help to participate in the process. It is designed.to assist families in financial distress while restoring their dignity, self-respect, and sense of personal responsibility. The Emergency Pantry provides families the food they need when they have hit absolute rock bottom; upon meeting with our intake specialist or case manager families receive groceries based upon need and family size. Ongoing long-term food assistance is provided through our "Earn While You Learn" or "Give and Get" Programs. Clients can earn food from the pantry or vouchers from the Cost Share Grocery Center through an investment of their time by participation in education workshops and volunteering at the UP Center or a cooperative nonprofit agency. The Member Share Grocery Program, with two Indian River County locations at 1360 28th Street and 1050 Old Dixie Highway, is set up like a conventional grocery market where families become members 159 and are able to pick out the items they need and pay a share of the cost for the products they receive. This program, with its current and growing corporate partnerships, is self -sustainable and also provides the opportunity for revenue to be re -invested in the program to purchase food with high nutritional density. About 50% of the groceries are purchased by United Against Poverty. The balance is rescued from large agency food and product donors, growers and local merchants such as Wal-Mart, PepsiCo, Winn Dixie, Frito- Lay, etc. UP rescues surplus products, such as produce and dairy products. The combination of purchased and donated products, allows members to make a contribution towards the cost of the food (35% compared to traditional grocery stores), which offsets the cost of fuel, handling and store operations. Presenting the food products in a "Cost -Share" program provides the family the dignity of choosing and paying for their own food. Food stamps are accepted at the grocery center. The discounted cost makes it affordable so that families can pay for necessities such as rent, car repair and healthcare. This program is an essential safety net for working poor families and families working hard, to lift themselves out of poverty. Savings in grocery budgets can help members pay for other necessities such as fuel, transportation, utilities, childcare and medical bills. Beyond this, we provide the opportunity to receive crisis stabilization and transformational education opportunities to navigate toward self-sufficiency and breaking the cycle of poverty. United Against Poverty's UP. Within the center is a 16 -unit computer lab, available for clients to job search and file for and check on unemployment benefits. Agency staff and volunteers are available to anyone needing assistance with using the computers. Basic computer classes are also taught within the center. We also provide affordable office space for other agencies' offices within the center including DCF Florida ACCESS, Feed the Lambs and AARP. This list is ever -evolving based on need and availability. Employment Skills and On -the- Job Training Programs were launched in early 2014. Today, the program is called Success Training for Employment Program (STEP). STEP is a three phase workforce development program that is comprised of: 1) classroom training, 2) job acquisition and internship if necessary due to lack of work history and 3) job coaching/mentoring for employed STEP participants to ensure job retention and career development until the participant reaches economic self sufficiency (over 200% federal poverty level). Through classroom training participants learn job acquisition skills such as how to build a resume and interview for a job and workforce skills such as basic computer competency and they also earn certifications in customer service, cashiering, and other essential credentials. In 2015, our staff wrote and launched the STEP curriculum: The unique differentiator of this program is, the emotional intelligence skills for the workplace component where participants learn how their behavior affects others and to solve problems, set goals and work as a team with the self-confidence to be successful in the workplace. Additionally, in 2015 the Rapid Employment Program (REP) was developed to provide services for qualified individuals. In Indian River County in 2016: e $2.43 million in annualized wane impact in our community through the 100 newly employed STEP participants, including REP. Providing not just wages but money that will be spent at local businesses growing our economy, paying taxes and reducing government benefits . • $3.91 million saved in grocery budgets of 2,470 riew members through our Member Share Grocery Program; savings that provide members the opportunity to utilize their limited finances for necessities such as childcare,, utilities, transportation and rent • 86% employment retention at one year of employment for STEP participants, including REP • 60 local employers working with UP to provide STEP participants employment opportunities 3. Briefly list any certifications and/or accreditations obtained by your agency. 160 • • Our direct services staff is required to receive annual training from the Florida Department of Children and Families in the areas of Security Awareness, HIPAA, Domestic Violence and Civil Rights; the "aha! Process, Bridges Out of Poverty" and National Retail Federation 's Customer Service credential.. STEP Facilitators also must possess the certifications that participants are able to receive. • • r� 161 B. Organization Capability (Continued) 4. How does your program differ from similar ones provided in the community? How do the programs e ottered by other To enhance the existing services in the community we cooperate with area job programs, other social service providers and corporate partners. Partnerships with area employers for on-the-job training include: Allied -Universal Security, AutoZone, Blue Dog Business Services, Children's Home Society, Costa De Este, CVS Distribution Center, Dept. of Juvenile Justice, Dollar General, Habitat for Humanity, Healthsouth, Indian River Mall, Indian River Medical Center, Isles of Vero, Panera Bread, Piper Aircraft, Publix, Samaritan Center, Senior Life Services, USPS, VNA of the Treasure Coast, WAWA, and over fifty more. Nonprofit organizations that we have working relationships with including the Homeless Family Center, AARP, Habitat for Humanity, CareerSource of the Treasure Coast, Treasure Coast Homeless Coalition, The Source and Camp Haven will continue to refer clients who fit our program criteria. Staffing the Workforce Developer and the Success Job Coach positions in 2016 further provided new opportunities for employer collaborations, enabling UP to establish strongerrelationships through ongoing contacts that address and improve graduate participant placement. The biggest opportunity for new collaborations resulted from the dimensional support that a new and improved dynamic staffing model offers. This enables UP to establish deeper collaborations with employers through the Workforce Developer position and ensure ongoing education support for the STEP participant through the Success Job Coach position. Over the past 4 years, we have tested the STEP Program for effectiveness and established a foundation of the necessary cooperative relationships to ensure an inflow of referrals and a base for employment placement opportunities. We have established relationships with the University of Central Florida to assist in independently evaluating the effectiveness of the programming. As a poverty community leader we've taken steps to optimize our county -wide resources in order to achieve our mutual goals through the annual Symposium on Poverty in Indian River County, which was established in September 2013 to. provide information on emerging research and establish a dialog among agencies. The STEP Program is an important part of the community's continuum of services and is recognized as such from other service providers. Through our efforts with STEP, we recognized the need to place individuals in immediate employment opportunities based on their experience and the barriers or lack'thereof they face. We call this service our Rapid Employment Program (REP). The goal of the REP is to offer job services and capture employment opportunities for participants who are ready to secure employment immediately. REP is designed for people that come into our center seeking assistance who have marketable skills and our Workforce Developer feels can be placed without completing STEP curriculum. Individuals who are placed through REP receive ongoing job training in the form of Emotional Intelligence (EQ) workshops. Participants are encouraged to attend the ongoing EQ training as well as engaging with a Success Job Coach to receive monthly job coaching and quarterly career development mentoring with ultimate goal of each participant's household reaching economic self-sufficiency. 5. Please describe the staffing requirements of these programs. Be specific in indicating the number of paid. professional positions and paid support staff positions. Our job training program has three full time staff members who are dedicated to both STEP and REP. Those positions are STEP Facilitator, Success Job Coach and Workforce Developer. The positions are managed by the Executive Director who also facilitates, provides support, and engages in the job mentoring component of the programs. Our intake Specialist and Case Manager also dedicate a portion of their time to the program. 6. Do these programs utilize volunteers? If yes, please briefly describe. • • is 162 • • • STEP and REP both integrate volunteer participation. Both programs attract and utilize skilled professionals who provide hands on assistance to staff and participants in the form of employment mentorship, mock interviews, and class facilitation. The volunteers that participate in our programs are from collaborative community partners that include volunteer Human Resource professionals from our current Procurement Partners such as Wal-Mart, CVS and Tropicana. We also utilize volunteers from non -profits, local banks, and other subject matter experts to leverage their expertise and provide a rich learning experience for our participants. Altogether, our program incorporates over 20 volunteer subject matter experts, which add value and sustainability to our program. Our organization also uses volunteers in many capacities to assist us in effectively delivering our mission. In 2016, we hosted 629 volunteers who donated 11,963 hours to our Indian River County Campus. The volunteers were assigned to our various departments based on their capacities in the areas of classroom instruction, administrative support and development functions, in addition to general support in our Member share grocery and thrift store. i. uescnptlon of the countywide purpose the funds will be used for The Rapid Employment Program is a component of the STEP program that utilizes 30% of the resources dedicated to STEP. The total projected budget for the STEP program in the 2017/2018 fiscal year is $461,032.95. The total budget for REP in that same time frame is $130,560.92. We are seeking funding in the amount of $30,000 toward the salaries of the Workforce Developer, STEP. Facilitator, and Career Coach. I5&I C. Board of Directors 1. Name: Indian River County Board of Directors Address: Amy Patterson 2045 Mooring Line Drive, Vero Beach, FL 32963 Barbara Butts 1001 Bay Road, #202A, Vero Beach, FL 32963 Barbara Lowry 1295 Marina Village Circle, Vero Beach, FL 32967 Carmen Stork 2900 59th Ave, Vero Beach, FL 32966 David Sims 3525 North Savanna Place, Vero Beach, FL 32963 Don Drinkard 9 West Sea Colony Drive, Vero Beach, FL 32963 Joe Chiarella 9993 Cardinal Drive, Vero Beach, FL 32963 Linda Rusciano 1786 Seagrove Drive, Vero Beach, FL 32963 Pam Harrison 2280 E. Beachside Lane, Vero Beach, FL 32963 Bob Boeschen 715 Reef Road, Vero Beach, FL 32963 Ellen Gellberg 5250 E. Harbor Village Drive, #102, Vero Beach, FL 32967 2. DOES your Board of nirPr.`tnrS cont thon nntiniAc fnr vniir nn --9 Our Indian River County Board of Directors does not set policies for our agency. The Corporate Board of Directors is the fiduciary and policy setting board of directors. This board is comprised of representatives from the local board as well as other members including: Board Member Street Address City State Zip Wesley Davis 7001 84th Ave Vero Beach FL 32967 Don Drinkard 9 West Sea Colony Vero Beach FL 32963 Bernie Kastory 211 Terrapin Point Vero Beach FL 32963 Bob Boeschen 715 Reef Road Vero Beach FL 32963 Norm Stevenson 3100 N Highway Al A #904 Fort Pierce FL 34947 Bryan Blount 2552 SW Rac uest Club Drive Palm City FL 34990 Bill Frick 60 Coconut Palm Road Vero Beach FL 32963 Barbara Lowry 1295 Marina Village Circle Vero Beach FL 32967 Marci Sanders 3100 N Highway Al A #1001 Fort Pierce FL 34949 John Paccione 1513 Hunters Mill Road Oviedo FL 32765 10 LlIC71V a yUU1U11j 1eyunernen► rur C3oara memoers attenaance at your agency board meetings? [constitute cording to the bylaws for United Against Poverty, Inc., a majority of the total number of directors shall a quorum for the transaction of business at any meeting of the Board of Directors. 164 • • • 4. riease explain the rotating volunteer structure of your Board members and officers Members of the Boardserve on 3 -year terms. • • • 165 D. Finances 1. Does your Board approve the annual budget and review reoular financial rPnn is of the nnPratin, budget and capital funds? How often is this review conducted? The Corporate Board of Directors approves the annual budget for the agency and reviews financial reports of the operating budget and capital funds at meetings held 10 months a year. Additionally, a Finance Committee meets monthly to review financial reports and policies. 2. Does any outside organization (such as a governmental unit) conduct periodic evaluations. of the clyutiuy s rinances, management or programs? If yes, list theagencies, An independent audit is conducted on an annual basis by Kmetz, Nuttall, Elwell, Graham, CPAs :s. Are mere PeZ pending legal actions, claims, or disputes against your agency? No 4. Check the financial year (agency's fiscal year) that you are using for this budget report. July 1 —June 30 X January 1 — December 31 Other, please specify 166 • �I • • • �J E. Financials TOTAL AGENCY BUDGET AGENCY/PROGRAM NAME: 167 FY 15/16 FY 16/17 FY 16/17 TOTAL FY FY 2017/2018 10/1 /15 TO 10/1 /16 TO 03/01/17 TO 2016/2017 10/1/17 TO 9/30/16 2/28/17 9/30/17 9/30/18 ACTUAL ACTUAL 5 EST. (7) PROPOSED REVENUES MONTHS MONTHS BUDGET 1. Contributions $944,702.19 $388,945.63 568,750 $957,695.63 $1,005,580.41 2. Special events 3. Legacies/Bequests 4. Supplemental fundraising 5. United Way of IRC 5a. United Way of Martin Co. 5b. United Way of St. Lucie Co. 6. Membership dues 7. Program service fees. . 8. Profit on sales to public $2,362,378.58 $1,033,887.67 1,422,006.83 $2,455,894.50 $2,578,689.23 9. Investment income 10. Other income $21,721.74 $11,299.17 $18,993.33 $30,292.50 $31,807.13 10a. CC Processing fees -$48,590.17 -$20,853.00 -$29,743.97 -$50,596.97 -$53,126.82 10b. 10c. 10d. 11. Reserve funds available for operating 1 TOTAL REEVENUES $3,280,212.34 $1,413,279.47 $1,980,006.19 $3,393,285.66 $3,562,949.94 EXPENDITURES 13. Salaries $1,127,832.59 $505,224.59 $776,075.54 $1,281,300.13 $1,345,365.14 14. Employee benefits $107,125.90 $53,713.12 $71,592.36. $125,305.48 $131,570.75 15. Payroll taxes/Unemploy. Comp. $131,850.73 $59,785.69 $112,451.59 $172,237.28 $180,849.14 16. Professional fees $25,512.91 $11,513.04 $19,994.72 $31,507.76 $33,083.15 17. Supplies $41,621.76 $.19,345.83 $21,921.67 $41,267.50 $43,330.87 18. Telephone $40,619.58 $16,958.00 $23,933.00 $40,891.00 $42,935.55 19. Postage and shipping $8,336.76 $3,312.76 $4,664.33 $7,977.09 $8,375.95 20. Occupancy (Buildings and grds.) $348,747.95 $149,315.32 $209,567.35 $358,882.67 $376,826.80 21. Utilities $108,169.26 $43,941.67 $66,278.33 $110,220.00 $115,731.00 22. Insurance $81,962.72 $31,300.11 $41,338.11 $72,638.22 $76,270.13 23. Rental and Maint. Equipment $9,086.94 $4,686.67 $3,908.33 $8,595.00 $9,024.75 24. Printing and publications $42,328.61 $18,523.33 $25,981.67 $44,505.00 $46,730.25 25. an Travel and transportation $43,607.63 $17,563.60 $28,108.89 $45,672.49 $47,956.11 26. Staff/volunteer development $3,164.26 $2,301.95 $4,180.56 $6,482.51 $6,806.63 27. Specific assist. - individuals $0.00 $0.00 $0.00 $0.00 $0.00 167 28. Membership dues $1,341.49 $535.42 $968.33 $1,503.75 $1,578.94 29. Awards and grants $0.00 $0.00 $0.00 $0.00 $0.00 30. Payments to affiliated organizations 00 $0. $0.00 $0.00 $0.00 $0.00 31. Miscellaneous expenses $0.00 31 a. Advertising $7,801.52 $5,806.67 $3,313.33 $9,120.00 $9,576.00 31 b. Contract Labor $6,204.81 $1,426.00 $476.00 $1,902.00 $1,997.10 31.c Conference and Meetings . $2,455.75 $1,622.78 $1,873.47 $3,496.25 $3,671.06 31.d Taxes and License $21,140.49 $7,830.31 $6,727.19 $14,557.50 $15,285.38 31 e. Interest Expense $34,031.57 $13,589.24 $17,961.04 $31,550.28 $33,127.79 31.f Fundraising expense $75,033.66 $34,6,24.01 $63,233.33 $97,857.34 $102,750.21 31 g. Program Expense $14,669.87 $10,716.67 $22,458.33 $33,175.00 $34,833.75 31.h Admin expense $3,731.03 $1,200.00 $1,487.50 $2,687.50 $2,821.88 32. TOTAL EXPENSES $2,286,377.79 $1,014,836.78 $1,528,494.99 $2,543,331.77 $2,670,498.36 1[41:3 • • �J • F. Financials TOTAL PROGRAM BUDGET AGENCYIPROGRAM NAME: REVENUES FY 15/16 10/1 /15 TO 9/30/16 ACTUAL FY 16/17 10/1 /16 TO 2/28/17 ACTUAL 5 MONTHS FY 16/17 03/01 /17 TO 9/30/17 EST. (7) MONTHS TOTAL FY 2016/2017 - FY 2017/2018 10/1/17 TO 9/30/18 PROPOSED BUDGET 1. Contributions $115,745.69 $49,755.34 $74,588.40 $124,343.73 $130,560.92 2. Special events 3. Legacies/Bequests 4. Supplemental fundraising 5. United Way of IRC 5a. United Way of Martin Co. 5b. United Way of St. Lucie Co. 6. Membership dues 7. Program service fees 8. Profit on sales to public 9. Investment income 10. Other income 10a. CC Processing fees 10b. 10c. 10d. 11. Reserve funds available for operating 12. TOTAL REVENUES EXPENDITURES 13. Salaries $32,256.01 $14,449.42 $22,195.76 $36,645.18 $38,477.44 14. Employee benefits $3,063.80 $1,536.20 $2,047.54 $3,583.74 $3,762.92 15. Payroll taxes/Unemploy. Comp. $3,770.93 $1,709.87 $3,216.12 $4,925.99 $5,172.29 16. Professional fees $3,444.24 $1,554.26 $2,699.29 $4,253.55 $4,466.22 17. Supplies $1;561.01 $658.24 $870.98 $1,529.21 $1,605.67 18. Telephone $5,483.64 $2,289.33 $3,230.96 $5,520.29 $5,796.30 19. Postage and shipping $1,125.46 $447.22 $629.68 $1,076.91 $1,130.75 20. Occupancy (Buildings and rds.) $17,332.47 $6,088.09 $8,662.96 $14,751.05 $15,488.60 21. Utilities $3,569.59 $1,450.08 $2,187.18 $3,637.26 $3,819.12 22.Insurance $11,064.97 $4,225.51 $5,580.64 $9,806.16 $10,296.47 23. Rental and Maint. Equipment $1,226.74 $632.70 $527.62 $1,160.33 $1,218.34 24. Printing and publications $5,714.36 $2,500.65 $3,507.53 $6,008.18 $6,308.58 25. Travel and transportation $4,077.56 $1,653.11 $2,734.72 $4,387.84 $4,607.23 26. Staff/volunteer development $427.18 $310.76 $564.38 $875.14 $918.90 27. Specific assist. -.individuals $0.00 $0.00 $0.00 $0.00 $0.00 28. Membership dues $181.10 $72.28 $130.72 $203.01 $213.16 29. Awards and grants $0.00 $0.00 $0.00 $0.00 $0.00 30. Payments to affiliated organizations $0.00 $0.00 $0.00 $0.00 $0.00 31. Miscellaneous expenses $0.00 $0.00. $0.00 $0.00 $0.00 31 a. Advertising $1,053.21 $783.90 $447.30 $1,231.20 $1,292.76 31 b. Contract Labor $0.00 $0.00 $0.00 $0.00 $0.00- 31.c Conference and Meetings $331.53 $219.08 $252.92 $471.99 $495.59 31.d Taxes and License $2,853.97 $1,057.09 $908.17 $1,965.26 1 $2,063.53 169 31e. Interest Expense $4,594.26 $1,834.55 $2,424.74 $4,259.29 $4,472.25 31.f Fundraising expense $10,129.54 $4,674.24 $8,536.50 $13,210.74 $13,871.28 31g. Program Expense $1,980.43 $1,446.75 $3,031.87 $4,478.63 $4,702.56 31.h Admin"expense $503.69 $162.00 $200.81 $362.81 $380.95 32. TOTAL EXPENSES. $115,745.69 $49,755.34 $74,588.40 $124,343.73 $130,560.92 170 r� • • r� • • G. SALARIES Title of Position ' New Position (yes or no) No. of Hrs. per p week FY 2015/201 6 Actual FY 2016/201 7 Budget FY 2017/2018 Projected Budget Percenta ge of proposed increase 1 Workforce Developer No 40 30,6 28.0 40,000 41,200 3% 2 STEP Facilitator No 40 27,642.3 36,200 37,286 3% 3 Success Coach Yes 40 9,416.40 36,200 37,286 3% .4 "30% of the above salaries are dedicated to the Rapid Employment Program. Other staff members contribute towards this program. 5 6 7 8 9 10- 11 12 13 14 15 16 17 18 19 20 GRAND TOTAL _ ALL SALARIES 67,686.8 3 112,400 115,772 3% 171 0 2l1 PALM BEACH/ TREASURE COAST • 173 • r 1 • AGENCY REQUEST FOR FUNDING FROM INDIAN RIVER COUNTY FISCAL YEAR 2017/2018 A. Program Cover Page Agency: 211 Palm Beach/Treasure Coast, Inc. Telephone: Contact Person: Sharon L'Herrou Fax: Title: President/CEO E -Mail: Address: P.O. Box 3588 Lantana, FL 33465-3588 Website Address: www.211treasurecoast.org Program Title: 211 HelpLine 561-533-1065 561-547-8639 C APR 11 sharon.lherrou@211 pbtc.org I certify that information contained in this application accurately reflects the activities of this agency and that the expenditures or portions thereof for which. 'County funds are being requested are not reimbursed by any other ource. 164. �G Sharon L'Herrou President/CEO Signature Print name and title Brief description of the Program for which funding is requested: 211 HelpLine is the crisis hotline and community helpline serving individuals and families in Indian River County, when they are struggling with life's challenges and need someone to talk to, someone who cares and someone who can connect them with the services they so desperately need. 211 HelpLine operates 24 hours per day/365 days per year, providing technology based services consisting of information, assessment, referral, advocacy and follow-up along with crisis intervention, suicide prevention and telephone counseling. Highly trained 211 HelpLine Specialists are non -judgmental, exhibit active listening skills and utilize a comprehensive Health and Human Services Database to make appropriate referrals based on callers' needs. -ummary Report Amount requested from Indian River County for 2017/2018: $10,500 Total Proposed Program budget for 2017/2018: $403,040 Percent of total Program budget: 3% Current Funding (2016/2017) $10,000 Dollar increase / (decrease) in request: -500- Percent increase / decrease in request: 5% IT request increases 51/o or more briefly explain why: We are requesting a nominal increase of $500. We have seen increases in Operational costs including: insurance, building maintenance/repairs (aging facility), computer/software licensing/fees, etc. Additionally, salary surveys show that our staff are significantly under paid, making it difficult to recruit quality candidates. Modest pay increases have been included in our FY 17/18 Agency Budget. We are requesting nominal increases from all of our core funders to offset some of these operational costs. 175 The Organization's Board of Directors has approved this Ray Ellis Name of President/Chair of the Board Sharon L'Herrou Name of Exec. Director/CEO !j- Sig atmra it i 176 • • • B. Organizational Capability 1. Provide the mission statement and vision of your organization: Mission Statement: The mission of 211 Palm Beach/Treasure Coast is: to connect people to services 24 hours a day by understanding their individual emotional, financial, and community needs and to support the health & human service system as a whole. Vision: 211 Palm Beach/Treasure Coast envisions a community where people in crisis receive the information and support they need to weather life's storms. 2. Provide a brief summary of your organization, including areas of expertise, accomplishments and served. 211 Palm Beach/Treasure Coast, as a 501(c)3 non-profit health and human service agency, is entering its forty-fifth year of service overall and its eleventh year of service to the residents of Indian River County. 211 HelpLine provides a team of specially trained staff who are available 365 days a year, to provide crisis intervention/suicide prevention services and to assist callers in accessing needed services. The 211 HelpLine program serves as the front door to health and human services in Indian River, Martin, St. Lucie, Palm Beach and Okeechobee Counties. This 24 hour/7 day per week telephone based service is available to all populations in Indian River County, serves all geographic areas of the County; all ethnic groups; all age groups; all socio-economic levels; and all service needs. There is no criteria/eligibility for this service. The overall program goal of 211 HelpLine is to link clients to community-based services in order to meet their needs. To accomplish this, crisis intervention, suicide prevention, comprehensive information, assessment and referral, telephone counseling, service linkage, client advocacy and when possible follow-up is provided. In 2016, the 211 HelpLine responded to 4,277 calls from Indian River County residents and 19,784 calls from the entire Treasure Coast counties. Special attributes of 211 HelpLine's services and areas of expertise are as follows: • Active Listening; • Non -Directive Counseling; • Extensive Staff Training (100+hours); • Knowledge and Expertise in Suicide Lethality Evaluation; • Quality, Comprehensive Resource Database; • Service Availability 24 hours a day, 365 days a year; • Access via Cell Phone, Chat, E-mail, and On-line, as well as regular Landlines; • Toll Free Availability; • Interpreter Service; and • Collection and Reporting of Service Information/Community Needs. In regard to accomplishments over the past year, 211 has continued to provide Sunshine Telephone Reassurance services to Indian River elders and the homebound. This service was initiated in 2015, and we currently call 27 Indian River County residents daily to ensure their safety and provide a friendly hello. • During 2016, 211 HelpLine enjoyed many successes. These included being granted several awards through competitive processes, allowing us to launch a number of new projects. Highlights include: Moderating the social media pages for the National Suicide Prevention Lifeline, which went live January 1St. Participating in community training on Mental Health First Aid for Youth, in 177 collaboration with a grant award received by the Palm Beach County School District to educate our community about suicide prevention. Being awarded funding through the United Way of Palm Beach County's Continuous Improvement Grant to purchase and deploy new laptops for staff in- service training, new hire pre -service training, and backup for disasters. Securing the donation of a used generator, having it delivered, and inspected Expanding texting capabilities to 24/7 3. Briefly list any certifications and/or accreditations obtained by your agency. 211 HelpLine is accredited by the American Association for Suicidology (AAS) and was the first agency in the State of Florida and the fifth in the nation to receive accreditation by the national Alliance of Information & Referral Systems (AIRS) which accredits over 100 agencies in the US and Canada. Further, 211 is certified by Contact USA in relation to Chat. Additionally, fourteen members of the staff are individually AIRS certified and all Resource Center staff are certified by the Florida Council Against Sexual Violence. • B. Organization Capability (Continued) • 4. How does your program differ from similar ones provided in the community? Hnw rin the nrnrrmme complement those offered b other agencies? There are no similar programs in Indian River County. 211 HelpLine is the only 24 hour/7 day per week community helpline and crisis hotline operating in Indian River County, accessible by dialing an easy to remember 3 digit number. The 211 HelpLine complements the programs and services offered by other agencies since we refer to them and also receive referrals of clients from them when an individual has a need that they cannot meet or are not aware of available services. Further by having 211 HelpLine available 24/7, agencies including government and law enforcement (particularly 911) receive fewer inappropriate calls and have confidence that there is a service with a comprehensive health and human service database with trained staff available to their constituents thus saving their time. Critical to the operation of 211 HelpLine is the relationship that we have with all the agencies and programs serving Indian River County. We have memorandums of agreement with agencies throughout our service area and rely on these agencies to provide us with up-to-date information on their services and to accept referrals from 211. There are 104 Indian River County agencies in our database, with a total of 1613 agencies overall in our five county region. All of these organizations provide us with information and accept referrals from our service. 5. Please describe the staffing requirements of these programs. Be specific in indicating the number of paid professional positions and paid support staff positions. is 178 • • It should be noted that 211 HelpLine is a program that is staff intensive, also requiring state of the art technology and telephone infrastructure. In order to maintain the quality and necessary infrastructure, the various funding entities cooperatively fund the program. As a result when developing a budget for this program the costs are spread between the Treasure Coast Cost Center and the Palm Beach County Cost Center. Therefore, in the case of Indian River County, a contribution of $10,500 results in Indian River County residents receiving services that cost over 1.S million. dollars with $1,022,221 coming from Palm Beach County funders and $403,040 coming from the United Way, County Commissions, State, Children's Services Councils, foundations and contributions within the Treasure Coast. Otherwise 211 HelpLine could not operate and serve the five county area. 211 has a total of 50 staff members 40 are full-time and 10 are part-time. We currently have 22 volunteers who work in 211's Sunshine Telephone Reassurance Program. There are no volunteers working in the Resource Center. All Resource Center Specialists must complete a 100+ hour training program prior to working in the resource center. Trained 211 Resource Center staff operate the telephones and respond to the myriad of calls that are received on a daily basis. Resource Center staffing totals 28 Resource Center Specialists - 23 FT and S PT. Two of these Resource Specialists act as supervisors and an additional Specialist acts as the team leader for the evening/overnight shift, in addition to handling calls; while two other Resource Specialists have added responsibilities related to scheduling and quality assurance monitoring, respectively. 211's VP of Operations oversees the entire operation and percentage of the salary is covered by the Treasure Coast funding entities; while the costs associated with 4 full-time and 2 part- time Specialists out of the total of 24 Resource Specialists is funded by the Treasure Coast funding entities. Other than resource center staff, there is 1 FTE Community Relations Specialist included in the Treasure Coast budget. Also there is one staff member who works in the area of database maintenance with a portion of her salary included in the Treasure Coast budget, providing 11 hours per week, on the Treasure Coast database and one staff member who is our training and QA Coordinator with 8 hours a week. Additionally, administrative support consists of a portion of the following staff: 1 Administrative Coordinator (4 hours per week); 1 VP, Development & Community Affairs (4 hours per week); IT Manager (6 hours per week); VP of Finance and Administration (5 hours per week); Development Coordinator (4 hours per week) and President/CEO (5 hours per week). ti. uo these programs utilize volunteers? If yes, please briefly describe. .211 currently has 19 volunteers who serve on the board of directors and 9 volunteers who serve on the Indian River County Advisory Committee. Additionally, we have 22 volunteers who support the Sunshine Telephone Reassurance Program. 7. Description of the countywide purpose the funds will be used for. The 211 HelpLine in the Treasure Coast is collaboratively funded by four United Way's, one Community Chest, two Children's Services Councils, the Southeast Florida Behavioral Health Network (State Department of Children and Families) and three County Commissions (Indian River County, Martin County and St. Lucie County) along with foundations, contributions and fund raising proceeds. All of these dollars go to support the personnel, benefits and operating expenses related to the Treasure Coast Resource Center operation. Specifically, the funds coming from the Indian River Board of County Commissioners will be and have previously been dedicated to the Treasure Coast Operation and to the part time Resource Center Specialist, telephone associated costs and community relations costs. 179 C. Board of Directors CHAIR Raymond F. Ellis Vice President, Business Development Thr Barnes TD, Bank Trice President- Business Banking • Work Address: 2130 West Dr. Wells Fargo West Palm Beach, FL 33409 Business Address: 450, South Australian Ave„ Home Address: 255 ZygjM St. #1012 7th Floor West. Palm Beach, FL 33401 West. Palm Beach, FL 33401 ft (561) 373-1834 Office phone: (561) 366-5625 E-mail: rat-.ellas,(Mtd_eom Office fax: (561) 366-5640 Monne Address: 255 kiA Street #1002 VICE CHAIR West Palm Beach, FL 33401 Janie EW Cell ft (561) 758-5833 Special Project Coordinator E-mail: bo barnes wellsfargo.epin The Palm Beach Post Business Address: P.0. Box 24700 john Carr West Palnn .Beach, FL 33416 President (561) 820-4262 Fax: (561)841-7143 JRC Consulting Oroup Cell: (561)373-252.3 5; (561.)863-6,039 Business Address: P.O. Box 8692 E-mail: jfogt@1?bp0sLc0m Jupiter, FL 33468 Office Phone: (561).623-5349 SECRETARY ilome Address: 6360 Linton Street Joanne Nowlin, CFRE Jupiter, FL 33456 Assistant Vice President Monne: (561) 776-4901 Florida Atlantic University Foundation Cell: (561) 541- 0947 Home Address: 3220 South Olive Avenue E-mail: john@jrcconsultinggromR.com West Palm :Beach, FL 33405 Cell: 561-847-6439 Dr. Yvette Coursey E -Mail: joanne.nowlin c@Fau.Edu Home Address: P.O. Box 3823 West Palnn Beach, FL 33402 • TREASURER Plv (561)863-8569 Brendan Lynch E-mail: cotomAssociates@yalioc.com ahoc.conn Chief Financial Officer (CFO) E1ggUjdZg,Agency, Inc. John Deese Business Address: 10337 N. Military Trail Chief Executive Officer (CEO) Palm Beach Gardens, FL 33410 Guardians Credit Union Home Address: 920 S. Lakeside Drive Business Address: 3469 Summit Blvd., Lake I-Vorth, FL 33460 West Palm Beach, FL 33406 F'1v (561) 630-4955 (800) 299-7208 Home Address: Cell: [561) 386-1703 Fax: (5,61.) 630-4966 201 S. Narcissus Ave., PH#1 E-mail: blynch@Dlastndge.com West Palm Beach, FL 33401 Fb1 (561) 686-4006 ex -t.1978 Fax: (561)687-9943 William (Bill) Abel Cell: (561) 234-8860 P2rtner E-mail: johndeese@guardianscu.coop yugh,Ru & Stern, LLP Business Address: 525 Okeechobee Blvd West PaIm Beach, FL 33401 Business ft: (561) 659-4,020, Ext, 3022 Hone Address: 306 Wilderntere Rd, West Palm Beach, FL 33401 Cell: (561) 758-6849 Email.,v-abel@Mclakiglilinsteim.com "Board of Directors continued on next page... 180 • George Elmore Owner &. -CEO } � of Delray • Business Address: 21.01 S. Congress Ave. Delray Beach, FL 3344.5 n1 (561) 278-0456 Est, 202 Fax: (561) 278-2147 E-mail: gteharveyVaol.coma • • Patti Webster Hamilton Power of Ten Consulting, LLC Business Address: 47 Pine `Free Place Tequesta, FL 33469 Cell: (561) 373-1264 E-mail: phamilton.�la reQ cling7.com Nancy Laimbrecht Home Address: 143 Rotunda Drive Jupiter, FL 33477 ft (561) 575-3665 Cell: (561) 310-9997 E-mail: lambrecht143 @aol.com Sarah Marcad.is Asst. price President Private Funding & Events Business Development Board gEFalm Beach CoUulty Business Address: 310 F rljiA Street West Palm Beach, FL 33401 Main: 5161-835-1008 ext. 4101 Fax: 561-835-1160 Home Address: 822 NRatiykkvay Lake 1,17orth, FL 33460 Cell (561) 329-6737 E -Mail: smarcadis@Bdh.QM Daria Pusti.lnik Attorney At Law 5j=& Bowen, LLP Business Address: 525 Okeechobee Blvd., Ste. 1'100 West P alm. Beach, FL 33401 Eh, (561),671-5818 glome Address: 4078 Cedar Creek Ranch Cir, Lake lVorth, FL 33467 Cell: (954) 643-1226 E- mail:. dp,ustiln!kL@shutts.coim Edward Schmidt Table 26 Business Address: 1700 S. Dixie Uwy West Palma Beach, FL 334011 g1l; (561) 855-266,0 Home Address: 2-04 Wenonah Place West Palmi Beach, FL 33405 Cell: (561) 351-4772 E-mail: ozzieeddie@aol.com Therese M. Shehan SPHR `FMS Partners, LLC Home Address: 10539 Qxgg=:& Dr S Boynton Beach, FL 33436 Cell: 1(561) 271-6093 E-mail: thereseshehanftahoo,com tshehan R tnzsuartnersllc.co m George Sirigods Sr. trice President. Financial Advisor Royal Bank of Canada Business :'address: 525 Okeechobee Blvd.. Suite 800 West Pal na Beach, FL 33401 F11; (561) 822.-04+00 E-mail: George.siri:RotisL7a rbc,coim Robert Van Gieson HomeAddress: 265 Granada Road West Palm Beach, FL 33405 F11, (561) 659-2208 Cell: (561) 779-573B E-mail: rti ,angieso ftasscan.ca 2. Does your Board of Directors set the policies for your agency? Yes the Board of Directors sets the policies of the agency in addition to providing fiscal oversight, individual expertise, strategic planning, advocacy, fund raising assistance, and financial support. 3. Is there a quorum requirement for Board members attendance at your agency board meetings? Yes the quorum requirement is stipulated in the by-laws indicating that "One-third of the total number of Directors at the time in office shall constitute a quorum for the transaction of business at any meeting." Currently there are 19 members on the 211 Palm Beach/Treasure Coast Board of Directors. In the last 15 years we have only had two meetings that did not have a quorum. 181 4. Please explain the rotating volunteer structure of your Board members and officers. The By-laws do not stipulate a rotation of members but indicates that board members serve three year terms. We have found that through natural attrition we lose board members and therefore generally have 50% members who have 5 or less years of service and 50% who have over 5 years of service on the board of directors. In relation to the officers, generally the Chair serves two one year terms with elections occurring annually in June. The Vice Chair generally moves into the chairmanship after the two one year terms of the Chair. 182 • • • • • • D. Finances I. Does your Board approve the annual budget and review regular financial reports of the oneratina hwlnat ano capital tunds? How often is this review conducted? The Finance and Administration Committee of the Board reviews the development of the annual budget and approves the proposed budget which is then presented by the Committee's Chairman to the entire Board of Directors for their approval in June or July of each year. The Board of Directors receives financial reports on a monthly basis at their monthly board meeting and formally accepts the reports as noted in the meeting minutes. 2. Does any outside organization (such as a governmental unit) conduct periodic evaluatinnc of thn gencys tmances, management or programs? If yes list the agencies Many of our funding agencies conduct periodic evaluations. Of particular note are: Southeast Florida Behavioral Health Network Palm Beach County Community Services United Way of PBC Children's Services Council of St. Lucie County Children's Services Council of Martin County 3. Are there any pending legal actions, claims, or disputes against your agency? No 4. Check the financial year (agency's fiscal year) that you are using for this budget report. July 1 — June 30 January 1 — December 31 Other, please specify 183 E. Financials AGENCY/PROGRAM NAME: REVENUES TOTAL AGENCY BUDGET FY 15/16 FY 16/17 FY 16/17 FY 2017/2011 7/1/15 TO 7/1/16 TO 12/01/16 TO TOTAL FY 7/1/17 TO 6/30/16 11/30/16 6/30/17 2016/2017 6/30/18 ACTUAL ACTUAL5 EST. (7) PROPOSED 12,593.00 KAr1AITW(Z 6A(1MITUC ni i-- I. Contributions $77,955.05 $17,718.20 I-- - -.- $83,434.80 ODUVC I $101,153 $89,978 2. Special events 167,330.47 103,180.68 97,729.32 200,910 222,661- 3. Legacies/Bequests/Memorials 1,307.50 410.00 2,275.00 2,685 2,000 4.. Supplemental fundraising Sunshine & Special Funding Indv. 12,593.00 2,543.00 2,457.00 5,000 6,500 5. United Way of IRC 54,999.96 22,916.65 32,083.35 55,000 57,500 5a. United Way of Martin Co. 28,000.00 14,000.00 14,000.00 28,000 30,000 5b. United Way of St. Lucie Co. 45,000.00 20,835.00 29,165.00 50,000 52,000- 5c. United Way of Okeechobee 3,750.00 1,666.65 5,333.35 7,000 4,000 5d. United Way of PBC 196,699.00 77,845.00 108,979.00 186,824 195,624 5e. Town of PB United Way 171,000.00 72,375.00 101,325.00 173,700 183,700- 5f. Hobe Sound Community Chest 15,000.00 0 15,000.00 15,000 15,500.00 6. Membership dues (Board Leadership) 24,446.04 14,882.45 10,117.55 25,000 25,000 7. Program service fees (Web Hosting) 1,750.02 0 0 0 0 8. Endowment 1,000.00 0 1,000.00 1,000 1,000.00 9.Interest 22.90 22.86 127.14 150 150 10. Other income (LETF, SEFBHN, Other Contracts, Answering Service Contracts, Lifeline 478,481.74 194,265.33 259,966.67 454,232 451,569 10a. Foundations 366,805.00 82,825.00 260,838.00 343,663 272,691 10b. Training & Oth6r Services 2,500.00 1,482.88 0 1,015 0 10c. HUD 0 0 0 0 0 10d. State DD Council (HMG) 160,400.00 69,872.17 110,127.83 180,000 185,535.00 10e. CSC (PBC, MC, SLC, OK) 227,442.51 171,133.94 151,788.06 322,922 374,381- 10f. County/Municipalities Government 303,521.10 138,208.07 199,705.93 337,914 294,384 10g. One -e -App Project UWPBC/CSCPBC 86,932.08 0 0 0 0 11. Other Revenue (415 Gator & in-kind) 137,371.70 48,442.07 67,818.87.0 58,565 12. TOTAL REVENUES $2,561,308.07 $1,054,624.95 $1,436,543.05 $2,491,168 $2,522,738 EXPENDITURES 13. Salaries $1,624,083.76 $596,256.97 $1,076,463.03 $1,672,720 $1,633,259 14. Employee benefits 172,334.22 63,320.80 140,297.20 203,618 201,135 15. Payroll taxes/Unemploy. Comp. 156,799.53 44,229.86 123,733.14 167,963 166,744 16. Professional fees 21,288.54 6,416.26 18,783.74 25,200 25,464 17. Supplies 26,459.44 5,634.41 24,365.59 30,000 30,000- 18. Telephone 51,146.68 20,403.13 31,596.87 52,000 80,500 19. Postage and shipping 7,692.96 2,027.05 5,972.95 8,000 8,000 20. Occupancy (Buildings and grds.) 42,007.51 15,152.76 9,818.24 24,968 48,436 21. Utilities 49,919.36 18,773.72 17,500 18,000 35,000 22. Insurance 39,368.55 20,702.28 17,297.72 38,000 43,000 23. Rental and Maint. Equipment 33,984.31 13,683.88 33,316.12 47,000 42,000 24. Printing and publications 47,253.62 11,894.00 17,106.00 29,000 25,000 25. Travel and transportation 26,492.20 11,050.44 17,949.56 29,000 29,000 26. Staff/volunteer development 2,787.00 45.00 3,255.00 3,300 3,300 27. License/Dues/Subscriptions; Meetings/Meals Incidentals 27,743.05 7,937.30 22,062.70 30,000 30,000- 28. Miscellaneous expenses (Classified Advertising, Computer Software/Support, Interpreter Services, Interest Expense, Depreciation) 158,141.76 42,260.80 0 13,900 28,400 28a. Audit 21,575.00 14,000.00 9,500.00 23,500 23,500 184 • • • 28b. Special Events 1 82,672.39 1 22,876.24 I 52,123.76 I 75,000 I 70,000 32. TOTAL EXPENSES 1 $2,591,749.88 1 $916,664.90 1 $1,574,503.10 1 $2,491,168 1 $2,522,738 • • 185 F. Financials TOTAL PROGRAM BUDGET AGENCY/PROGRAM NAME: 211 Palm Beach/Treasure Coast Inc/ 211 HelpLine REVENUES FY 15/16 7/1/15 TO 6/30/16 ACTUAL FY 16/17 7/1/16 TO 11/30/16 ACTUAL5 MONTHS FY 16/17 12/01/16 TO 6/30/17 EST. (7) MONTHS TOTAL FY2016/2017 FY 2017/2018 7/1/17 TO 6/30/18 PROPOSED BUDGET 1. Contributions $186.65 $0 $4,000 $4,000 $1,542 2. Special events 0 0 6,091 6,091 10,000 3. Legacies/Bequests 0 0 0 0 0 4. Supplemental fundraising 0 0 0 0 0 5. United Way of IRC 54,999.96 22,916.65 32,083.35 55,000 57,500 5a. United Way of Martin Co. 28,000.00 14,000.00 14,000.00 28,000 30,000 5b. United Way of St. Lucie Co. 45,000.00 20,835.00 29,165.00 50,000 52,000 5c. United Way of Okeechobee 3,750.00 1,666.65 5,333.35 7,000 4,000 5d. Hobe Sound Community Chest 15,000.00 0 12,000.00 12,000 12,000 6. Membership dues (Board Leadership) 1,046.00 0 0 0 2,933 7. Program service fees (Web Hosting) 0 0 0 0 0 8. Endowment 0 0 1,000 1,000 1,000 9.1nterest .10 22.86 127.14 150 150 10. Other income (SEFBHN, LETF, Training/Licenses) 107,513.48 44,625.00 41,990.00 86,615 112,165 10a. Foundations 599.00 5,000.00 5,000.00 10,000 8,500 10b. County Government 38,250.00 33,000.00 5,250.00 38,250 40,750 10c.CSC (MC, SLC, OK) 20,592.87 10,548.59 10,951.41 21,500 63,000 10d. Other Contracts 34,536.77 10,999.50 29,000.5040,000 7,500 11. Reserve funds available for operating 0 0 0 0 0 12. TOTAL REVENUES $349,474.83 $163,614.25 $195,991.75 $359,606 $403,040 EXPENDITURES 13. Salaries $235,075.30 $89,382.47 $152,912.53 $242,295 $267,107 14. Employee benefits 27,473.87 12,302.46 17,057.54 29,360 32,399 15. Payroll taxes/Unemploy. Comp. 24,148.65 6,950.20 17,381.80 24,332 26,840 16. Professional fees 2,605.15 460.31 2,538.692,999 3,636 17. Supplies 3,662.69 648.46 3,698.544,347 4,866 18. Telephone 7,471.42 2,991.36 4,543.64 7,535 13,309 19. Postage and shipping 566.92 173.37 413.63 587 1,298 20. Occupancy (Buildings and grds.) 3,580.71 1,038.49 1,579.51 3,618 0 21. Utilities 2,306.72 1,083.29 2,379.71 3,463 0 22. Insurance 6,027.90 3,010.30 2,495.70 5,506 6,731 23. Rental and Maint. Equipment 5,824.24 2,480.55 4,425.45 6,906 6,812 24. Printing and publications 4,512.34 755.00 1 1,998.00 2,753 2,433 25. Travel and transportation 5,270.66 2,916.44 1,285.56 4,202 4,704 26. Staff/volunteer development 291.70 0 478.00 478 535 27. License/Dues/Subscriptions; -Meetings/Meals Incidentals 3,938.82 1,009.45 2,110.55 3,120 4,866 28. Miscellaneous expenses (Classified Advertising, Computer Software & Support, Interpreter Services, Meetings/Meals /Incidentals, Depreciation) 14,704.76 1,794.44 970.56 2,765 4,561 28a. Audit 3,286.22 2,046.00 1,359.00 3,405 3,812 31 b. Special Events 0 0 0 0 0 31 c. Distribution of Admin 0 0 11,935.00 11,935 19,132 32. TOTAL EXPENSES $350,748.07 $129,042.59 $230,563.41 $359,606 $403,040 is 186 .7 • • • G. SALARIES Title of Position New Position (yes or no) No. of Hrs. per week FY 2015/2016 Actual FY 2016/2017 Budget FY 2017/2018 Projected Budget Percentage devoted to Program Resource Specialist (full-time) NO 40 35,901.00 35,901.00 37,351.00 100% Resource Specialist (full-time) NO 32 25,659.00 28,076.00 28,918.00 100% Resource Specialist (full-time) NO 32 26,431.00 27,223.00 27,768.00 100% Resource Specialist (full-time) NO 24 0 12,948.00 27,896.00 100% Resource Specialist (part-time) NO 15 0 9,711.00 13,207.00 100% Resource Specialist (part-time) NO 40 0 0 25,607.00 100% Training and QA Coordinator NO 8 6,800 6,800.00 5,253.00 20% Community Relations Specialist NO 40 34,680.00 35,374.00 36,081.00 100% Database Specialist NO 11 9,750.00 9,945.00 8,878.00 40% Admin. Coord./Grant Writer YES 5 0 3,529.00 743.00 5% Development & Communication Coord. YES 4.0 0 3,500.00 2,000.00 5% Administrative Coordinator NO 4.0 3,000.00 3,060.00 3,152.00 10% IT Manager NO 6 8,160.00 8,490.00 8,118.00 15% VP, Operations YES 12 0 15,600.00 15,600.00 29% VP, Development & Communications NO 4 6,500.00 6,500.00 6,630.00 10% VP, Finance & Administration NO 5 10,716.00 10,716.00 8,278.00 12% President/CEO NO 5 28,152.00 24,922.00 11,628.00 12% GRAND TOTAL — ALL SALARIES 242,295 267,108 *Staff Specific: The above noted staff are specific to 211 Helpl-ine's Treasure Coast operation. All are full-time except positions # 4 and 5 which are part-time. Hours noted in the third column, number of hours per week relate to hours funded by Treasure Coast funders. The last column is related to the percent of time each position devotes to the Treasure Coast operation. 187 • FOR THE LOVE OF PAWS • • 189 AGENCY REQUEST FOR FUNDING FROM Indian River COUNTY FISCAL YEAR 2017/2018 A. Program Cover Page Agency: For The Love Of Paws Senior Pet Sanctuary Inc. • Contact Person: Ted Pankiewicz Sr Title: Director Address: 21 S Cypress Street Box 111 Fellsmere, FI 32958 Www.pawspetsanctuary.org Program Title: For The Love Of Paws Pet Food Pantry • Telephone: 772-539-2417 Fax: E -Mail: info@pawpetsanctuary-org APR 17 2017 I certify that information contained in this application accurately reflects the activities of this agency A that the expenditures or portions thereof for which County.funds are being requested are not reimbursed by any other source. Signature Ted Pankiewicz Sr - Director Print name and title Brief description of the Program for which funding is reouested Our Pet Food Pantry currently supplies 4000 pounds Monthly to Meals on Wheels (Both North and South County Routes) along with 14 other IRC Food Banks and Pantries serving those in need. We additionally are a Partner Agency with the Treasure Coast Food Bank and an Associate Member of the Indian River County Veterans Council supplying Pet Food to Veterans with pets who are in need. We are in desperate need of additionally storage and working space for our 30 plus volunteers who weekly re -bag pet food for delivery to the current 15 Food Banks/Pantries along with Senior Resources Meals on Wheels and respectfully are requesting funding so that we may acquire additional space so we may continue to provide to those we currently serve and to double our service to other Food Banks and Senior Citizens, Veterans and those in need in waiting. We are hoping to open a 2"d (warehouse/distribution) center in the central Vero Beach/Indian River County Area to serve more! Amount requested from Indian River County for 201712018: $11,110.00 Total Proposed Program budget for 2017/2018: $101,000.00 Percent of total Program budget: 11.00% Current Funding (2016/2017) $0.00 Dollar increase / (decrease) in request: $0.00 Percent increase / decrease in request: 0.00% u ILA caaau The Organization's Board of Directors has approved this is Ted Panki _wi _z ir Name of President/Chair of the Board Ted Pankiewicz Sr Name of Exec. Director/CEO Signature (date): 191 B. Organizational Capability I. Provide the mission statement and vision of your organization: Mission Statement A Sanctuary for Senior Pets who have lost their Senior Citizens owners who have become temporarily incapacitated, placed in a nursing home, rehabilitation facility or have become deceased leaving a pet behind. To Adopt these Senior Pets into FOREVER HOMES or Provide LIFETIME Sanctuary care for them so they may live out their lives to some comparison to what they have had prior to losing their Senior Owners. Our Sanctuary is a Country Farm and Cage -less! To Establish a Pet Food Bank and Partnership with local Food Banks to help those in need to keep their pets instead of abandoning or surrendering them to local shelters for lack of food. To Develop and present programs that match adulttsenior pets and their senior citizens owners to their mutual benefit. We Support Spay/Neuter as the Best Solution to the over population problem amono companion pets. vicinn For The Love Of Paws has filled a need of Senior Citizens in our area in the Care of their Pets in the present and also in the future when they can no longer care for them, giving the Senior Citizen Peace of Mind knowing their beloved pet will be cared for when they no longer can and with the ever increasing population of Senior Citizens the need is only growing. Our 3 to 5 year plan is to also expand our PET FOOD PANTRY to reach the need that exist in our County and at the same time help reduce the amount of Pets being abandoned or brought to our Humane Society due to the tack of ability to feed them. We currently provide 4000 pounds of Pet Food Monthly with the vision to double that within the next 12 months if we are able to expand to a larqer facility with storaoe_ 2. Provide a brief summary of your organization. including areae of Oynorfien Population served.CMU Our Organization was established in 2014 in memory of Jessica Pankiewicz who unfortunately passed away due to complication of an auto immune disease called "Devic's". Her Memory lives on with every Senior, Veteran or those in need that we help. We are a 501(c)3 non profit (47-3051354) and licensed thru the Florida Dept of Consumer Affairs CH#41353 We found a specific need in Senior Citizens who age or pass away leaving a pet behind and have expanded into a pet Food Pantry when we learned that Meal on Wheels recipients with Pets were sharing their delivered hot meals with their pets, thus denying them of the proper food as well as their pets. WE FILLED A NEED! We have grown beyond our expectations and are currently providing 4000 pounds of Pet Food Monthly which equals to 8000 meals a month. We know we are making a difference and keep pets from being placed into the local shelters and pounds which in addition to giving peace of mind to Senior Citizens is one of our goals. In discussion with The Humane Society of Vero Beach and Indian River and H.A.L.O. We are now the referral agency for them who provides pet food to people who they encounter or come to them in need of help feeding their pets. H.A.L.O. Who used to do the same also now refers anyone in need of Pet Food to us. We have accomplished more then what we ever imagined and continue to grow and are in dire need to expand our storage/warehousing capacity and centrally locate to provide to more Indian River County Residents then we currently do. uLa 1 aiullGllulla ujita ud by youra enc y. We have been award the Joan G Carlson Animal Protection Award by the Humane Society of Vero Beach and Indian River County. For The Love Of Paws has been Featured in the Humane Times. We have participated and been awarded a certificate of Participation by taking the Bridges out of Poverty Program. We have been publicly recognized by Senior Resource Meals on Wheels as well as The Ecumenical Food Council and St Helen's Outreach of Vero Beach for providing to Senior Citizens and those in need. • is .7 i B. Organization Capability (Continued) 4. How does your program differ from similar ones provided in the community? How do the vroarams complement Mose otlered by other agencies? Our Unique Pet Rescue has filled a niche in Indian River County in that no other organization deals solely with the Rescue of Pets left behind by Senior Citizens who can no longer care for their pets. Several local Rescue groups do fantastic in their efforts for pets but no one specifically geared themselves to Senior Citizens and their Pets exclusively like we do. WE ARE THE ONLY Pet Food Pantry in the entire County, which is one reason why we have expandedas fast and as large as we have in two short years and have still not met the demand that is out there. All other Counties on the Treasure Coast have pet food banks with the exception of Indian River County until we established our organization. There literally is no competition. Nor anyone with an organization that is equipped to fill this growing need. Meals on Wheels is a prime example in that it was discovered many Senior Citizens who where disabled or home bound were found to be sharing their Hot Delivered Meals with their Pets. Understanding that many of these Senior Citizens have outlived their families and friends and the only thing left in their lives is their Pet! Which is the need we will fill in carrying for the Pet when they can't and Helping Feed them. As stated earlier our Organization thru discussion with BOTH the Humane Society and H.A.L.O. Now provide Pet Food to those who used to get it from these organizations who did it on a when they could help basis or when they had food available not needed for themselves 5. Please describe the staffing requirements of these programs. Be specific in indicatina the number of staff We are currently an All Volunteer organization with no expectations of any salaried employee's for 2017. We currently have over 40 volunteers who participate in our efforts, from fostering Pets previously owned by Senior Citizens, to weekly bagging of pet food, to weekly and bi weekly delivery of Pet Food to area Food banks and individual delivery to Veterans, Home Bound Senior Citizens and those in need who cannot make it to a Food Bank or are on the Meals on Wheels waiting list. Expanding to meet the need will also allow us to bring in additional volunteers and awareness of our services. o. uo tnese proqrams utilize volunteers? ff yes, please briefly describe. We are an all volunteer organization with over 40 volunteers stepping up to maintain our pet food deliveries and care of our foster pets. Additional warehousing and storage space will allow us to do more with more volunteers. i. vescnptron of the conn de purpose the funds will be used for The Purpose of these funds will enable us to expand our reach to Senior Citizens, Veterans and those in need who require assistance. Our goal is to keep pets at home and save Tax payers money from the expense of Contracted Animal Control. "If people can feed them, they'll keep them!" We are in desperate need of expanding our storage capacity to maintain our current level of care and • have available a national organization who will deliver large amounts (donated) of pet food if we had the storage space, which would allow us to provide more to those in need that we are not able to This funding would enable us to do this by leasing a larger facility to reach more in need. 193 C. Board of Directors 1. Name: Ted S Pankiewicz Sr Anna L Pankiewicz Ted Pankiewicz Jr Cheryl Diedolf Sergio Mota Fawn Wittenrich Patricia Ann Pankiewicz' Fuchs Address: 801 Bailey Dr. Sebastian, F132958 801 Bailey Dr. Sebastian, F132958 14030109' St. Fellsmere, FI 32948 414 Concha Dr, Sebastian, FI 32948 365 Joy Haven Dr, Sebastian, FI 32958 1519 East Lake Dr, Sebastian, FI 32958 108851341 Crt, Fellsmere, FI 32948 2. Does your Board of Directors set the policies for your agency? . Yes it does. 0. w u►V►e d EJUVTUM requirement for Board members attendance at your agency board Yes a quorum is required at Board Meeting. *. t -wase ex earn the rotating volunteer stnicture of your Board members and officers. We initially established our Organizations Board with three members and have since expanded to a total of seven individuals, all of which are Indian River County Residents. We plan to expand our Board to 9 members the second half of 2017. We are in the process of organizing an advisory Board of Directors which will be in place the 2nd half of 2017. 194 • �_J r1 � 0 I* D. Finances 1. Does your Board approve the annual budget and review regular financial reports of the ooeratinc pud et and capital funds? How often is this review conducted? Yes. At our annual Meeting which is held in December. 2. Does any outside organization (such as a governmental unit) conduct periodic evaluations of the agency's unances, management or programs? ff yes, list theagencies. No, but we are listed on www.-guidestar.com with a Gold Star Rating which has our Mission Statement, Vision, and Tax returns publicly listed. Www.guidestar.com is a nationally recognized source of consumer information on non profit organizations. 3. Are there any pendinglegal actions, claims, or disputes against your agency? None! 4. Check the financial year (agency's fiscal year) that you are using for this budget report. July 1 —June 30 X January 1 — December 31 Other, please specify 195 E. Financials TOTAL AGENCY BUDGET AGENCY/PROGRAM NAME: For The Love Of Paws Senior Pet Sanctuary and Pet Food Pantry REVENUES I. Contributions/In Kind t -Y ZU14 01/1/01 TO 12/31/14 ACTUAL $2,795.00 FY 2015 01/1/15 TO 12/31/15 ACTUAL $24,775.00 FY 2016 01/01/16 TO .12/31/16 ACTUAL $49,575.00 FY 2017 01/01/17 to 12131/17 Estimated $101,000.00 FY 2017 01/01/17 to 12131117 PROPOSED BUDGET $110,000.00 2. Special events 0 0 0 0 0 3. Legacies/Bequests 0 0 0 0 0 4. Supplemental fundraising 0 0 0 0 0 5. United Way of IRC 0 0 0 0 0 5a. United Way of Martin Co. 0 0 0 0 0 5b. United Way of St. Lucie Co. 0 0 0 0 0 6. Membership dues 0 0 0 0 0 7. Program service fees 0 0 0 0 0 8. Profit on sales to public 0 0 0 0 0 9. Investment income 0 0 0 0 0 10. Other income 0 0 0 0 0 10a. 10b. 10c. 10d. 11. Reserve funds available for operating $500.00 $3,500.00 $9,000.00 $9,005.00 12. TOTAL REVENUES $2,795.00 $24,775.00 49.575.00 $110.000.00 $101,005.00 EXPENDITURES 13. Salaries 0 0 0 0 0 14. Employee benefits 0 0 0 0 0 15. Payroll taxes/Unemploy. Comp. 0 0 0 0 0 16. Professional fees 0 0 0 0 0 17. Supplies Sanctuary 0 0 0 0 0 18. Telephone 19. Postage and shipping 20. Occupancy (Buildings and grds.) 0 0 $600.00 $250.00 0 $1,000.00 $575.00 $200.00 $1,200.00 $1,500.00 $1,200.00 $1,200.00 $1,500.00 $1,200.00 21. Utilities 22. Insurance 0 0 $188.00 $1,068.00 $1,068.00 23. Rental and Maint. Equipment 24. Printing and publications .0 $150.00 0 $375.00 $275.00 $525.00 $1,000.00 $1,500.00 $1,000.00 $1,500.00 25. Travel and transportation 0 0 26. Staff/volunteer development 0 0 27. Specific assist. - individuals 0 0 28. Membership dues 0 0 29. Awards and grants 0 0 30. Payments to affiliated organizations 0 0 31. Miscellaneous expenses 31a.Veterinary Medical Expense 0 $205.00 0 $2,700.00 $600.00 $5,200.00 $1,500.00 $12,000.00 $1,500.00 $12,000.00 31 b.Pet Food Bank 0 $15,355.00 $35,425.00 $70,850.00 $70,850.00 31c.Program Animal Care $1,940.00 $1,995.00 $5,587.00 $9,187.00 $9,187.00 32. TOTAL EXPENSES $2,295.00 $21,275.00 $49,575.00 5701,005.00 $101,005.00 • • W11 • F. Financials AGENCY/PROGR REVENUES 1-Y 2014 06/14 12/31/14 ACTUAL FY 2015 TO 01/01/15 TO 12/31/15 ACTUAL FY 2016 01/31/16 TO 12/31/16 ACTUAL TOTAL FY 2017 Estimated FY 2017 01/01/17 to 12/31/17 PROPOSED BUDGET 1. Contributions & In Kind 0 $15,355:00 $35,425.00 $70,850.00 $70,850.00 2. Special events 0 0 0 0 0 3. Legacies/Bequests 0 0 0 0 0 4. Supplemental fundraising 0 0 0 0 0 5. United Way of IRC 0 0 0 0 0 5a. United Way of Martin Co. 0 0 0 0 0 5b. United Way of St. Lucie Co. 0 0 0 0 0 6. Membership dues 0 0 0 0 0 7. Program service fees 0 0 0 0 0 8. Profit on sales to public 0 0 0 0 0 9. Investment income 0 0 0 0 0 10. Other income 0 0 0 0 0 10a. 10b. 10c. 10d. 11. Reserve funds available for operating 0 0 0 0 0 12. TOTAL REVENUES 0 $15,355.00 $35,425.00 $70,850.00 $70,850.00 EXPENDITURES 13. Salaries 0 0 0 0 0 14. Employee benefits 0 0 0 0 0 15. Payroll taxes/Unemploy. Comp. 0 0 0 0 0 16. Professional fees 0 0 0 0 0 17. Supplies 0 0 0 0 0 18. Telephone 0 0 0 0 0 19. Postage and shipping 0 0 0 0 0 20. Occupancy (Buildings and grds.) 0 0 0 0 0 21. Utilities 0 0 0 0 0 22. Insurance 0 0 0 0 0 23. Rental and Maint. Equipment 0 0 0 0 0 24. Printing and publications 0 0 0 0 0 25. Travel and transportation 0 0 0 0 0 26. Staff/volunteer development 0 0 0 0 0 27. Specific assist. - individuals 0 0 0 0 0 28. Membership dues 0 0 0 0 0 29. Awards and grants 0 0 0 0 0 30. Payments to affiliated organizations 0 0 0 0 0 • 31. Miscellaneous expenses 0 31 a. Pet Food Expense** $15,355.00 $35,425.00 $70,850.00 $70,850.00 31 b.*Estimated 6,000 month average 31c.**Includes all pet food cost 32. TOTAL EXPENSES 0 $15,355.00 $35,425.00 $70,850.00 $70,850.00 197 G. SALARIES Title of Position New Position (yes or no) No. of Hrs. per week FYFY 2015/2016 Actual 2016/2017 Budget FY 2017/2018 Projected Budget Percentage of proposed increase 1 There are No Salaries 2 3 4 5 6 7 8 9 10 11 '12 13 14 15 16 17 18 19 20 GRAND TOTAL — ALL SALARIES 0 198 • • • KEEP INDIAN R -[VER BEAUTIFUL (K.I.R.B.) 11 199 r� L� • r � �J AGENCY REQUEST FOR FUNDING FROM INDIAN RIVER COUNTY FISCAL YEAR 2016/2017 A. Program Cover Page Agency: Keep Indian River Beautiful, Inc. Contact Person Title: Daisy Packer Executive Director Address: PO Box 973 Vero Beach, FL 32962 Website Address: www.KIRB.org Program Title: Keep Indian River Beautiful Recycling Telephone: 772-226-7738 Fax: E -Mail: dpacker@KIRB.org APR 13 2017 I certify that information contained in this application accurately reflects the activities of this agency andT! that the expenditures or port' ns thereof for which County funds are being requested are not reimbursed by an other sourc . Signature Print name und title tsner aescription of the Program for which funding is requested: Keep Indian River Beautiful is requesting funds to maintain and grow our recycling education and collection programs. Our goal is to help the County achieve the 75 in 5 mandate through continued education, increased recycling opportunities and easy access to recycling and waste reduction information. - KIRB will show and teach the importance of recycling, reducing, rethinking, and reusing through our Upcycle It! store at the Indian River Mall. Items made into new, more valuable items and art are called Upcycled. Local Upcycled artists are also featured at the store. - KIRB will continue our Conservation & Recycling Education Program to schools, businesses, public organizations and citizens. - KIRB will continue to promote recycling and reusing to reduce the burden on the landfill and extend its life in Indian River County in fun, innovative ways. - KIRB will continue to run the Borrow -A -Bin program so residents have free access to portable recycling containers on loan, but requiring the event staff provide all coordination and management to make recycling available at local events, festivals, and meetings. -KIRB will continue to build relationships with businesses and non -profits to leverage government resources into support for recycling programs, such as our downtown recycling program, and will continue to seek out new opportunities for recycling throughout the County. -KIRB will continue to partner with SWDD on outreach and event promotion for upcoming their County -wide recycling events. Due to the needs of the community and requests of residents and County staff, Keep Indian River Beautiful has expanded the Borrow program to include a Recycling Management Team where KIRB staff and volunteers provide all of the recycling needs at a community event. With this new expansion, KIRB staff manages the delivery, set up, breakdown and return of bins. Our staff alongside any recruited volunteers manage the recycling bins throughout the event, replacing bags as needed, removing trash from the recycling and recycling from the trash to maintain a clean stream and handles disposal of recyclables including coordination of a dumpster if necessary. We began a pilot program this winter and it rapidly gained momentum, requiring more staff than we are currently able to provide under the approved budget. KIRB is requesting an increase in our funding for additional staff to cover the recycling at the following standing events around the county for 37 total event days plus an additional 15 days at various events as requested by the community (such as the 2017 inaugural events including BaconFest): - Main Street Vintage Market (1 event day) - Hibiscus Festival (2 event days) - Downtown Friday (10 event days) - Clambake Festival (2 event days) - Shrimp Fest (2 event days) - Garden Fest (2 event days) - Under the Oaks Art Show (3 event days) - Beer and Wing Fest (1 major event day *minimum 10 volunteers required, plus staff) j 201 - Earth Day Celebration (1 event day) - Pelican Island Wildlife Festival (1 event day) - Great American Cleanup (5 event days) - Vero Beach Air Show (2 event days) - Celebrate Arts Festival (1 event day) - International Coastal Cleanup (1 event day) - Harvest Festival (2 event days) - Burgers and Brews (1 event day) - Other various events as requested (Minimum 10 event days, maximum 15 event days) *Indian River Firefighters fair is not eligible for this program due to extensive time requirement* KIRB will sponsor the additional $250 per day it requires to coordinate these events. We will use our resources to provide and transport the portable containers, specialized bags, carts to carry materials, extra supplies and gloves, water, hand sanitizer and a tent, table and chairs for our volunteers. Our staff will be responsible for the disposal of the recyclables by either requesting donated containers through WM or Republic Services for large events or utilizing our trailer to haul the material to the nearest convenience center. KIRB will also be covering the expenses for travel to and from the event, picking up volunteers as needed and promoting the event on our social media, e -newsletter, and website. KIRB has also added a beachside recycling program as one of 4 recipients for an in-kind grant of 25 permanent beachside recycling bins in April 2017 from Zephyrhills. We have leveraged our community resources to get the containers emptied at an economical rate from a start-up company, Valet Your Trash. KIRB is responsible for gathering data to support the success of this program including weigh the material, provide pre & post waste audits and reports through summer of 2018. We are also asking for a one-year increase of $5,000 to perform a financial audit which will be filed with the county in the next funding request cycle of 2018/2019. summary KeDort Amount requested from Indian River County for 2017/2018: $60,539.00 Total Proposed Program budget for 2017/2018: $82,409 Percent of total Program budget: 64% Current Funding (2016/2017) $40,539.00 Dollar increase in request: $20,000 Percent increase in request: 50% increases 5 io or more Altogether, the increase is 50% of our current funding. The increase has three parts: a one-time request for $5,000 to perform a current financial audit, an $11,000 increase to employ additional staff for a much needed community event recycling program requested by county staff, and a 10% increase in our funding to cover rising costs in the economy as well as our increased program success resulting in the exponential growth and awareness of our programs. This is the first time in more than 5 years we have requested any increases, respecting the wishes of the county staff. The 10% increase reflects the increases we have experienced over the past few years including an increase in rent, slowly increasing the Director's pay to get closer to the professional minimum, the increase in minimum wage for additional staff, and increasing expenses that reflect growth of the programs and additional reach in the community. As of December 1, 2016, the Labor Laws changed requiring a salary position make a minimum of $47,476 or be paid time and a half any time over 40 hours. The Executive Director's position consistently requires more than 40 hours per week to maintain our current level of services resulting in unbudgeted overtime. The Organization's Board of Directors has approved this Ashima Wild Name of President/Chair of the Board Daisy Packer Name of Executive Director/CEO on DATE): 202 • • • • r � B. Organizational Capability 1. Provide the mission statement and vision of your organization: Mission Statement: Keep Indian River Beautiful, Inc. (KIRB) is a 501 (C) (3) organization on a mission to empower individuals to take greater responsibility for community environments by involving volunteers in litter prevention, beautification, recycling and conservation education. Vision: The goal of Keep Indian River Beautiful, Inc. is to improve our community through environmental awareness, education and hands-on involvement. We are a grassroots organization that engages residents, encourages community pride and environmental awareness. We believe in preserving and protecting the environment through waste reduction and made it a priority to assist the county in reaching the 75 in 5 recycling goal mandated by the state. With the changes to recycling approved by the Board of Commission, the County will need help to spread the word, educate residents on the new system and encourage everyone to participate. Our staff provides free environmental education and volunteer opportunities to all ages throughout Indian River County. 2. Provide a brief summary of your organization, including areas of expertise, accomplishments and served. Keep Indian River Beautiful is a community improvement, environmental nonprofit organization that has served all of Indian River County since 1997. Our base programs include the Borrow -A -Bin Recycling Program, Upcycle It! A Recycle Resource and Store located in the Indian River Mall, International Coastal Cleanup, Great American Cleanup, Monofilament Recovery and Recycling Program, Cigarette Litter Prevention Program and Environmental Awards. In addition to the programs, we have assisted the County Solid Waste for nearly 20 years to help increase the local recycling awareness and initiatives through education presentations, outreach events, encouraging recycling for local events, innovative hands-on programs, and Upcycle education at our Upcycle It! Store. In 2015 we increased our reach by over 100%u, tripled our volunteer base and diverted 89% more material from the landfill. In 2016, our community reach increased another 40% reaching over 72,000 people. We coordinated over 2,000 volunteers increasing by another 40% over 2015. We completed 366 projects, removed over 31,000 pounds of litter from our roads, waterways and beaches and diverted nearly 58,000 pounds of material from the landfill. Keep Indian River Beautiful returned $16.68 for every dollar received from county funding. Our Executive Director has nearly 10 years of experience in environmental programming & developing the best management practices that made Keep Tampa Bay Beautiful so successful, the growth and success of Keep Indian River Beautiful is expected to continue. Our director has a tenured background in creating new programs, building relationships, increasing volunteer participation and implementing single - stream recycling education. We have received the President's Circle Award from Keep America Beautiful for more than ten years in a row. Keep Indian River Beautiful received the Keep America Beautiful Affiliate Excellence Award for'2016 at the National Conference in Washington, D.C. 3. Briefly list any certifications and/or accreditations obtained Keep Indian River Beautiful is a member of and in good standing with our affiliates Keep America Beautiful and Keep Florida Beautiful. Our director is a member and Secretary of the Keep America Beautiful Affiliates of Florida. Our community participation includes memberships with Sebastian and Indian River Chambers of Commerce, Rotary Club of Sebastian, Association of Fundraising Professionals, the Cultural Council and Indian River County Community Foundation. Our Executive Director has a Bachelor's of Science in Environmental Science and ten years of experience working for Keep America Beautiful affiliates and developing/maintaining environmental programs. She is a Certified Tree Tender, past member and award winner of the Treasure Coast Association of Environmental Professionals, and Urban Forestry Council member. Keep Indian River Beautiful is also a national member of the Alliance for Community Trees. 203 B. Organization Capability (Continued) 4. How does your programs differ from similar ones provided in the community? How do the [nose otterea ov other Keep Indian River Beautiful provides a free resource for environmental education, ongoing and one-time volunteer opportunities to improve our community, and recycling for local events hosted by many community partners. We partner with several businesses and non-profit organizations, including but not limited to: Rotaries, Women Societies, Environmental Learning Center, Vero Beach Museum, The Boys and Girls clubs, Pelican Island Preservation Society, Culture Council, Veterans of Indian River County, Habitat for Humanity, Natural Resource Board, Youth Guidance, Exchange Club, Airboat Association, Audubon, the School District, Solid Waste Disposal District, Senior Resource Center, Republic Services, Waste Management IR Board of Realtors, Main Street,Vero Beach, Sebastian Area and Indian River Chambers of Commerce and Oceanside Business Association and many more. These relationships expand the reach of our programs and provide access to supplies and volunteer opportunities to the partnering groups. Our relationships with supporting businesses helps to leverage the support of the county for additional support of our programs through sponsorships and in-kind donations that extend our resources and expand our programs beyond what is possible through government funding alone. For every dollar received from Indian River County, KIRB returns over $16 in community support, volunteer hours and matching grants. A great benefit of being a Keep America Beautiful affiliate is the ability to customize our programs specifically to the needs of our community. Keep Indian River Beautiful, Inc. is at the forefront of recycling education and interactive programs in Indian River County. By combining education with hands-on activities and vice versa, we have a proven record to affect change and increase awareness in the residents reached. An example of this freedom is our nationally unique, Upcycle It! Store. The main objective of this program is to educate the public on the importance of our precious resource, our community landfill. While plenty of nonprofits generate income through thrift stores, our store is unique in the concept to create new items out of old or broken pieces. To better represent our goals and mission, we renamed the store after the practice of Upcycling - the new buzz word for turning seemingly useless junk into something better and more valuable than the original product. We and local artists turn wine bottles into hand painted wind chimes, hose clamps into one of a kind designer rings, or mason jars and candle sticks into redneck wine glasses. We provide unique teacher benefits that allow educators to stock their classroom for free with pens, pencils and craft supplies they can't get anywhere else, like piles of paper towel rolls or oatmeal containers. Recycling is great, but it requires energy and resources to collect, sort, and process unwanted items and waste. Upcycling is an even greener way to achieve waste reduction and reducing the amount processed by the landfill. We at Keep Indian River Beautiful know there is a public need for a place where people can come and be a part of the community's upcycling solution. In these days of the "Do It Yourselfers" and Pinterest, items donated to our store are perfect to repurpose into crafts, plant holders, modem art, etc. Keep Indian River Beautiful has coordinated Upcycle Workshops for youth and adults to create upcycled crafts and partner with local organizations for presentations on key environmental topics. We use this as an opportunity to teach the importance of the 4R's (recycling, reducing, rethinking, and reusing). Our Great American Cleanup takes place in communities from coast to coast. More than 3.8 million individuals this year are joining hands to produce more vibrant, beautiful and cleaner county beaches, parks, and roadways in what continues to be the nation's largest grassroots community improvement program. Keep Indian River Beautiful provides helps coordinate all manner of community improvement projects from habitat restoration, tree plantings, neighborhood cleanups and especially recycle collection events in partnership with Solid Waste. Keep Indian River Beautiful provides free items and educational material at outreach booths, free education presentations and free bins for recycling at local events. We also coordinate America Recycles Day events on or around November 151h in Indian River County. Keep Indian River Beautiful received a grant from Coca-Cola for 5 outdoor recycling bins to place Downtown Vero Beach on 14th Street. Republic Services agreed to a 1 year in-kind donation and are still emptying and maintaining the bins for free. In 2017, KIRB received a grant from Zephyrhills for 25 permanent recycling containers to place in the City of Vero Beach beachside parks. These bins will be emptied and maintained by Valet Your Trash. 204 is C7 • • • Through our Borrow -A -Bin program, Keep Indian River Beautiful lends clear stream recycle bins to any community event. This provides recycle opportunities for any gathering, sports function, or local event. By extending this program to include KIRB staff and volunteers with our Recycling Management Team, we are ensuring the recycling bins are used properly, placed properly, and materials are disposed of properly with minimal contamination. Keep Indian River Beautiful tracks all participants, attendees, volunteers and pounds recycled which provides the County with accurate data on waste reduction, community support and our reach throughout the community. 5. Please describe the staffing requirements of these programs. Be specific in indicating the number of paid professional positions and paid support staff positions. Currently, Keep Indian River Beautiful has a paid, full-time Executive Director assures the organization follows the strategic plan of the organization, achieving its mission, and creating and executing new programs and program changes to best suit the needs of the county. The Executive Director also oversees program success, organizational growth and day-to-day activities. Currently, the Executive Director encompasses the positions of chief operating officer, development and fundraising director, program coordinator, bookkeeper, and education and outreach coordinator for Keep Indian River Beautiful. The Executive Director is also responsible for continually developing relationships to form partnerships and collaborations for further leverage county funds into increased programming. In 2016 KIRB programs increased dramatically calling for additional office staff. We hired a temporary part time Program Manager in March 2016 and made the position permanent in October 2016. Upcycle It! staff are currently part-time. The duties include the operation of the store, separating and organizing donated items, pricing, logging weight of donated items saved from landfill, upcycling old items into new, educating the public on what the store does for the community, and working closely with both customers, volunteers and donators. Additional program tasks will be added based on the aptitude and interest of the staff. Even with budget restraints, the Upcycle It! program has increased its retail hours to nearly 40 hours per week. The public and mall would like to see our hours of operation increased even more. With all of the advertising, word-of-mouth, and KIRB.org website, the public has been vocal in saying they would like more. Keep Indian River Beautiful has added an extra storage room which in turn expanded our storefront space. 6. Do these programs utilize volunteers? If yes, please briefly describe. Yes. As a grassroots organization, volunteers are a vital part of our program success. We currently are working with many different groups and organizations which include: local High School and Middle School Students, Retired and Senior Volunteer Program, Community Service workers, FL Outdoor Learning Center, Girl Scouts, Boy Scouts, Boys and Girls Club, Churches, Interact, Helping Hands of IRC, Lion's Club, Sebastian Homeowner Association, and citizens, just to name a few. The volunteers assist with the Borrow -A -Bin Recycling, Recycling Management Team, the Upcycle It! Store, educational presentations, outreach booths, and much more. Over the last 20 years, our volunteers donated over 150,000 hours equaling a savings to the county of over 3 million dollars. 7. Description of the countywide purpose the funds will be used for. The financial support from Indian River County is vital to our organization. It will be used to fund the Upcycle It! A Reuse, Recycle Resource & Store and expenses, the Recycling Management Team, the Community Education & Outreach Program, the Borrow -A -Bin program, Upcycle Workshops or other innovative recycling programs, Keep Indian River Beautiful staff and basic operating expenses. The funding from the county helps, but does not cover the whole cost of the Executive Director, part-time employees, full operating budget or additional community improvement programs such as beautification efforts, community cleanups, or the International Coastal Cleanup. For this fiscal year, Keep Indian River Beautiful has already surpassed our county requirements and projected increases. However, the community is still asking and truly needing more reach our 75% recycling goal. 205 C. Board of Directors 1. Name: Ashima Wild, President Anna Valencia, Vice President Kristie Woodward, Treasurer Kitty Rossetti, Secretary Alex De Chabert Bob DelaCruz Elsbeth Eibs, Emeritus Joe Flescher, Ex -Officio Maida Gonzalez Julia Held Meredith Jones Himanshu Mehta, Ex -Officio Melibe Thomas Art Spilios Troy Westover 2. Does your Board of Directors set the policies for Address: 3905 Oslo Rd, Vero Beach, FL 32968 2175 451h St, Vero Beach, FL 32967 13600 USA Sebastian, FL 32958 5055 N A1A, Vero Beach, FL 32963 2190 Serunone Shores Ln, Vero Beach, FL 32963 4413 77th St, Vero Beach, FL 32967 608 Cypress Rd, Vero Beach, FL 32963 1801 27th Street, Vero Beach, FL 32960 4985 Club Terrace, Vero Beach, FL 32967 108 Alhambra Ave, Sebastian, FL 32958 1904 12th Ct, Vero Beach, FL 32960 1325 74th Ave SW, Vero Beach, FL 32968 60121 st Street #300, Vero Beach, FL 32960 4755 S Harbor Dr., Vero Beach, FL 32967 3206 Cardinal Dr., Vero Beach, FL 32963 3. Is there a quorum requirement for Board members attendance at your agency board meetings? Yes, a quorum is defined by KIRB as having a minimum of 6 Trustees present to adopt or approve issues addressed in regular board meetings. 4. urease explain the rotating volunteer structure of your Board members and officers The Board of Trustees shall serve two year terms, not to exceed three consecutive terms. The Executive Committee shall serve three one year terms unless amended bylaws. The Trustees shall hold office for a term of three (3) years and until such time as their successors shall have been elected. if deemed appropriate by the Board, a Trustee may be recommended to serve additional three (3) year terms. In order to provide coordination and continuity, the following officials shall serve as an Ex -officio and be a permanent member of the Board of Trustees: Indian River County Solid Waste Director, the Board of County Commission and the City Mayors or their appointees. D. Finances 1. Does your Board approve the annual budget and review regular financial reports of the operating budget and capital funds? How often is this review conducted? There is an annual budget meeting with the full board of directors reviewing the previous year and voting on the upcoming budget. The Executive Committee reviews of financial reports monthly and quarterly financial statements. Large purchases not approved in the budget are voted on by the Executive Committee. 2. Does any outside organization (such as a governmental unit) conduct periodic evaluations of the agency's tinances, management or programs? If yes, list theagencies. • Indian River County's Solid Waste Disposal District receives monthly reports. • KIRB reports to Keep America Beautiful for the semi-annual report and the annual report. • KIRB meets and exceeds the standards, programs and reports necessary to remain in good standing with KAB. • KIRB reports on any program or project awarded any grant funds including with FDOT. • 206 • • • The organization Quarterly taxes and 990 Tax Form is prepared by an outside CPA, not related to the organization. • This year, KIRB has requested funding for a full financial audit, reimbursable up to $5,000 • 3. Are there anv pendina legal actions, claims, or dis 4. Check the financial year (agency's fiscal year) that you are using for this budget report. July 1 — June 30 January 1 — December 31 X Other, please specify October 1St — September 31st • • 207 E. Financials TOTAL AGENCY BUDGET AGENCY/PROGRAM NAME: Keep Indian River Beautiful, Inc. REVENUES FY 15/16 10/1/15 TO 9/30/16 ACTUAL FY 16/17 10/1/16 TO 2/29/17 ACTUAL 5 MONTHS FY 16/17 03/01/17 TO 9/30/17 EST. (7) MONTHS TOTAL FY 201612017 FY 2017/2018 10/1/17 TO 9/30/18 PROPOSED BUDGET 1. Contributions 2,400 332 1,200 1,532 1,750 2. Special events 22,430 12,140 11,000 23,140 25,000 3. Legacies/Bequests 0 0 0 0 0 4. Supplemental fundraising 2,349 0 3,000 3,000 0 5. United Way of IRC 0 0 0 0 0 5a. United Way of Martin Co. 0 0 0 0 0 5b. United Way of St. Lucie Co. 0 0 0 0 0 6. Membership dues 0 0 0 0 0 7. Program service fees .0 0 0 0 0 S. Profit on sales to public 6,686 3,824 3,100 6,924 8,000 9. Investment income 0 0 0 0 0 10. Other income 18 0 0 0 0 10a. IRC Grant 40,539 10,292 30,267 40,539 60,539 10b. Project/Program Grants 11,800 26,525 7,500 34,025 25,000 10c. FDOT Grant 15,000 0 15,000 15,000 15,000 10d. 11. Reserve funds available for operating 0 0 0 0 0 12. TOTAL REVENUES 101,222 53,113 71,067 124,160 135,289 EXPENDITURES 13. Salaries 56,616 29,671 32,000 61,671 75,000 14. Employee benefits 3,812 2,408 2,338 4,746 4,020 15. Payroll taxes/Unemploy. Comp. 4,331 2,870 3,000 5,870 5,500 16. Professional fees 1,600 625 3,250 3,875 6,375 17. Supplies 15,505 8,710 10,000 18,710 15,000 18. Telephone 1,671 686 945 1,631 1,700 19. Postage and shipping 69 38 .32 70 100 20. Occupancy (Buildings and grds.) 5,614 3,566 4,900 8,466 8,500 21. Utilities 0 0 0 0 0 22. Insurance 1,909 0 1,509 1,509 1,509 23. Rental and Maint. Equipment 1,960 826 1,100 1,926 2,000 24. Printing and publications 921 1,101 1,000 2,101 2,000 25. Travel and transportation 1,900 1,250 1,750 3,000 3,000 26. Staff/volunteer development 2,732 3,111 700 3,811 2,500 27. Specific assist. - individuals 0 0 0 0 0 28. Membership dues 590 381 200 581 600 29. Awards and grants 0 0 0 0 0 30. Payments to affiliated organizations 325 300 25 325 325 31. Miscellaneous expenses 31 a. Consignment Fees 866 375 400 775 800 31 b. Merchant Fees 619 181 220 401 400 31 c. 31 d. 32. TOTAL EXPENSES 101,040 56,099 1 63,369 119,468 1 129,329 • • 208 • .7 • • F. Financials TOTAL PROGRAM BUDGET AGENCY/PROGRAM NAME: Keep Indian River Beautiful, Inc. REVENUES FY 15/16 10/1/15 TO 9/30/16 ACTUAL FY 16/17 10/1/16 TO 2/29/17 ACTUAL 5 MONTHS FY 16/17 03/01/17 TO 9/30/17 EST. (7) MONTHS TOTAL FY 2016/2017 FY 2017/2018 10/1/17 TO 9/30/18 PROPOSED BUDGET 1. Contributions 2,400 332 1,200 1,532 1,000 2. Special events 0 0 0 0 0 3. Legacies/Bequests 0 0 0 0 0 4. Supplemental fundraising 2,349 0 0 0 0 5. United Way of IRC 0 0 0 0 0 5a. United Way of Martin Co. 0 0 0 0 0 5b. United Way of St. Lucie Co. 0 0 0 0 0 6. Membership dues 0 0 0 0 0 7. Program service fees 0 0 0 0 0 8. Profit on sales to public 6,686 3,824 3,100 6,924 8,000 9. Investment income 0 0 0 0 0 10. Other income 18 10a. IRC Grant 40,539 10,272 30,267 40,539 60,539 10b. Project/Program Grants 5,000 0 5,000 5,000 5,000 10c. FDOT Grant 5,000 0 5,000 5,000 5,000 10d. 11. Reserve funds available for operating 12. TOTAL REVENUES 61,992 14,428 44,567 58,995 79,539 EXPENDITURES 13. Salaries 39,260. 19,761 21,312 41,073 52,000 14. Employee benefits 2,539 1,039 1,562 2,601 2,500 15. Payroll taxes/Unemploy. Comp. 2,945 1,482 1,598 3,080 3,900 16. Professional fees 200 100 2,850 2,950 500 17. Supplies 2,375 4,368 4,000 8,368 8,000 18. 18. Telephone 1,113 453 629 1,082 1,000 19. Postage and shipping 69 38 32 70 100 20. Occupancy (Buildings and grds.) 3,000 2,000 2,800 4,800 4,800 21. Utilities 0 0 0 0 0 22. Insurance 1,409 0 1,409 1,409 1,409 23. Rental and Maint. Equipment 1,960 826 1,243 2,069 2,000 24. Printing and publications 921 940 1,000 1,940 2,000 25. Travel and transportation 1,265 1,250 1,750 3,000 3,000 26. Staff/volunteer development 2,732 1,530 300 1,830 1,000 27. Specific assist. - individuals 0 0 0 0 0 28. Membership dues 400 210 0 210 200 29. Awards and grants 0 0 0 0 0 30. Payments to affiliated organizations 325 0 0 0 0 31. Miscellaneous expenses 31a.Consignment Fees 866 375 400 775 800 31 b. Merchant Fees 619 181 220 .401 400 32. TOTAL EXPENSES 61,998 34,553 41,105 75,658 82,409 209 G. SALARIES Title of Position New Position (yes or no) No. of Hrs. per week FY 2015/2016 Actual FY 2016/2017 Budget FY 2017 2018 Projected Budget Percentage of proposed increase 1 Executive Director N 40 33,949 35,969 37,048 3% 2 Upcycle It! Cashier(s) N 35 15,769 16,000 16,380 2% 3 Upcycle It! Program Manager N 20 5,320 13,000 13,000 0% 4 1 Recycling Manager Y 20 0 0 11,000 5 *FY17 actual cost = + $5,000 6 though not budgeted 7 8 9 10 11 12 13 14 15 16 17 18 19 20 GRAND TOTAL —ALL SALARIES 115 55,038 64,969 77,428 • 210 U VETERANS COUNCIL OF INDIAN RIVER COUNTY, INC. • 211 AGENCY REQUEST FOR FUNDING FROM INDIAN RIVER COUNTY FISCAL YEAR. 2017/2018 A. Program Cover Page • Agency: Veterans Council of Indian River County, Inc. Contact Person: Eric Menger is Telephone: 772.410.5820 / 772.532.6132 Fax: n/a Title: Treasurer E -Mail: Address: PO Box 1354 Vero Beach, FL 32961 Website Address: www.veteranscouncilirc.org Transportation of veterans to the Program Title: Veterans Administration Medical Center, West Palm Beach, FL info@veteranscouncilirc.org APR.. 3,? I certify that information contained in this application accurately reflects the activities of this agency and that the expenditures or portions thereof for which County funds are being requested are not reimbursed by any other source. _ vls v v Eric Menger, Treasurer Signature Print name and title Brief description of the Program for which funding is requested: The Program provides transportation for veterans and caregivers from Indian River County to and from medical appointments locally and to the Veterans Administration Medical Center in West Palm Beach, FL at no charge to the veteran. Amount requested from Indian River County for 2017/2018: $84,160 Total Proposed Program budget for 2016/2017: $84,160 Percent of total Program budget: 100% Current Funding (2016/2017) $82,310 Dollar increase / (decrease) in request: $1,850 Percent increase / decrease in request: 2.25% If request increased 5% or more, briefly explain why: Fhe Organization's Board of Directors has approved this application on (date): 3-29-2017 Doyle "Sam" Koun COL USA (ret) Name of President/Chair of the Board . Eric Menger, CAPT USNR (ret) 1 Name of Treasurer Signature Signature 213 B. Organizational Capability 1. Provide the mission statement and vision of your organization: Mission Statement: To support all Indian River County veterans through the collective effort of veteran's organizations, civic associations and the local community, thereby raising awareness of veterans' needs and of their contributions to society. v ialun. A community -wide commitment to meeting Indian River County veterans' needs achieved through a better understanding of the challenges of military service and the support required for successful transitions to civilian life. 2. Provide a brief summary of your organization, including areas of expertise, accomplishments and served. The Veterans Council of Indian River County (IRC) is a 501(C)(3) organization dedicated to supporting veterans and their families. It has grown to become a collaboration of 24 veterans organizations and over 40 non -veterans entities who contribute to the welfare of veterans. Current programs serving IRC exclusively are: • Transportation Program for Vets, taking hundreds of veterans & caregivers annually to medical appointments locally and to the West Palm Beach VA Hospital. • Upward American Veterans (UAV) providing routine emergency and living expenses to qualified Veterans and their families - assisting with future family sustainability. Funds supporting veterans through UAV have exceeded $110K since 2012 • Veterans Outreach - program to contact returning veterans, provide them guidance, and establish collaborative relationships with IRC organizations that support veterans, with special emphasis on employment. • Honoring Veterans all year, including Honor Guard funeral duties, Memorial and Veteran's Day ceremonies hosted on Veterans Memorial Island Sanctuary • Veterans in the Classroom Program - teaching students about respect for the nation, flag honors, military service and citizenship • Food for Vets serving 100-150 households per month • Volunteers working at the Indian River Mall Victory Military Store where proceeds benefit veterans organizations :s. tsneny rrst any certincations and/or accreditation obtained The Veterans Council does not hold any certifications or accreditations as an Agency. However the drivers who are employed by the Council for West Palm Beach are required to maintain a Class C driver's license, and they have passed the CPR Certification Exam. The drivers are also subject to random drug testing. We comply with the Florida Statute regarding Contributions (Document #N19288). Our Florida Certificate of Tax Exemption number is #85-8012708155C-8. • • 214 • r � 0 U B. Organization Capability (Continued) 4. How does your program differ from similar ones provided in the community? How do the Droarams those offered by other There is no similar program in the county. 5. Please describe the staffing requirements of these programs. Be specific in indicating the number of paid professional positions and paid support staff positions There is a full time Supervisor/dispatcher/driver, a Transportation Specialist, and three part time drivers. The Supervisor trains new drivers, monitors performance, determines pick-up and drop-off schedules, the driver's work schedules, payroll reports and the required maintenance on the vehicles. The Transportation Specialist schedules passengers, drafts trip logs, maintains vehicle and driver records. There is an outside bookkeeper who handles the payroll and taxes. o. uo mese programs utilize volunteers? if es, please briefdescribe. Yes. The elected officers and other members of the Veterans Council volunteer their time to oversee transportation program activities, hire and administer employee HR policies, monitor payroll, and complete grant requests to periodically purchase new vehicles. There were over 10,000 Agency volunteer hours in FY2016. 7. Description of the countywide purpose the funds will be used for. To provide transportation to Indian River County Veterans and caregivers to and from the _Veterans Administration Medical Center in West Palm Beach and to local medical appointments. Transportation is provided 5 days a week to medical appointments and treatments, free of charge to the veterans. In most cases, these veterans have no other means to get to their medical care: they are unable to drive themselves or they cannot afford the cost of gas on a regular basis (especially the 150 mile round trip to West Palm Beach). 215 C. Board of Directors 1. Name: President, Darryle "Sam" Kouns 1 st VP, Curtis Paulisin 2nd VP Craig Waskow Secretary, Kim Pilger Treasurer, Eric Menger Judge Advocate, Ted Cooperstein Chaplain, Dave Newhart Past President, Anthony Young Address: 1775 Paseo Del Lago Ln, Vero Beach 32967 1115 181h PI SW, Vero Beach 32962 104 40th Ct, Vero Beach FL 32968 3643 2"d PL SW, Vero Beach 32968 4145 Chablis St. SW, Vero Beach 32968 1315 Poseidon Pt, Vero Beach 32963 120 Larchmont Ter., Sebastian, 32958 2204 Vero Beach Ave., Vero Beach 32960 — L—Ha uu► Dud►u u, uIrectors set me policies for your agency? Yes. The Executive Board sets the direction for policies and seeks approval of the Veterans Council's voting members. The Council members review, amend if necessary, and vote on Strategic Plan, Annual Budget, By -taws, and Policies & Procedures (UAV, Transportation, Finance, HR, PR) that are recommended by the Executive Board. s. is tnere a quorum requirement for Board members attendance at your agency board meetings? . Yes. The Executive Board quorum consists of a majority of Board members. Quorums are necessary for the transaction of business at properly noticed meetings. A simple majority of those present will approve actions. 4. crease explain me rotating volunteer structure of your Board members and officers. The Executive Board consists of eight veterans who are elected for one year terms. They are all volunteers. • is 216 is U is D. Finances 1. Does your Board approve the annual budget and review regular financial reports of the operating ana capital tunas? How often is this review conducted? The Veterans Council annual budget forecast for the fiscal year is recommended by the Executive Board and approved by a majority vote of the Council voting members at the Annual Meeting in September. The Treasurer prepares monthly and YTD financial statements, along with a budget status report for the Executive Board's monthly meetings. Financial status is also reported at the monthly Council meetings. 2. Does any outside organization (such as a governmental unit) conduct periodic evaluations of the or programs? It yes, list the Dept. of Veterans Affairs, West Palm Beach, FL FY2015 Accounting Review was conducted by Anthony Samons, CPA (attached). FY2016 independent audit is being conducted by Anthony Samons (to be completed by May 2017). The Florida Department of Transportation provides an annual Certification of Equipment. 3. Are there any pending legal actions, claims, or disputes against your agency? No. 4. Check the financial year (agency's fiscal year) that you are using for this budget report. . July 1 — June 30 January 1 — December 31 XX Other, please specify October 1 — September 30 217 E. Financials TOTAL AGENCY BUDGET AGENCY/PROGRAM NAME: Veterans Council of Indian River County Inc REVENUES rr 1011ti 10/1/15 TO 9/30116 ACTUAL FY 16/17 10/1/16 TO 2/28/17 ACTUAL 5 MONTHS FY 16/17 03/01/17 TO 9/30/17 EST. (7) MONTHS TOTAL FY 2016/2017 FY 20172018 10/1/17 TO 9/30118 PROPOSED BUDGET 1. Contributions 65,125 20,431 27,069 79,200 To be done & 2. Special events 15,967 0 15,000 17,000 Approved 9117 3. Legacies/Bequests 25,000 0 25,000 25,000 4. Supplemental fundraising 5. United Way of IRC 5a. United Way of Martin Co. 5b. United Way of St. Lucie Co. 6. Membership dues 910 570 830 800 7. Program service fees 8. Profit on sales to public ' 9. Investment income 10. Other income 1,000 500 10a.BCC Grant 77,010 33,619 43,391 82,310 10b.Bank Interest 12 3 97 15 10c.in-kind office 10d. 11. Reserve funds available for operating 18,005 23,650 12. TOTAL REVENUES 202,029 54,623 136,037 204,825 EXPENDITURES 13. Salaries 73,062 34,265 40,059 74,324 14. Employee benefits 15. Payroll taxes/Unemploy. Comp. 5,926 2,467 3,479 5,946 16. Professional fees 19,976 727 9,808 10,535 17. Supplies 2,385 357 1,743 2,100 18. Telephone 1,986 701 799 1,500 19. Postage and shipping 80 200 200 20. Occupancy (Buildings and grds.) 625 875 1,500 21. Utilities 22. Insurance 1,635 0 1700 1,700 23. Rental and Maint. Equipment 160 210 290 500-- 24. Printing and publications 1838 868 832 1,700 25. Travel and transportation 112 0 800 800 26. Staff/volunteer development 27. Specific assist. - individuals 63,399 25,575 39,975 65,550 28. Membership dues 1,396 632 568 1,200 29. Awards and grants 1,925 26 1,524 1,550 30. Payments to affiliated organizations 31. Miscellaneous expenses 31a.(FR Exp, PR, Adv, Bank, Depr.) 8,275 3869 7,851 11,720 31 b.Prog. Mgr. Admin. duties 19,179 5810 18,190 24,000 31 c. 32. TOTAL EXPENSES 201,334 76,132 128,693 204,825 • • • 218 • • • F. Financials TOTAL PROGRAM BUDGET AGENCY/PROGRAM NAME: Veterans Council of Indian River County Transportation REVENUES FY 15116 10/1/15 TO 9/30/16 ACTUAL FY 16117 10/1/16 TO 2/28/17 ACTUAL5 MONTHS FY 16117 03/01/17 TO 9/30/17 EST.7 MONTHS TOTAL FY 2016/2017 FY 20172018 1011117 TO 9130118 PROPOSED BUDGET 1. Contributions Program Budget 2. Special events Approved 3129/17 3. Legacies/Bequests 4. Supplemental fundraising 5. United Way of IRC 5a. United Way of Martin Co. 5b. United Way of St. Lucie Co. 6. Membership dues 7. Program service fees 8. Profit on sales to public 9. Investment income 10. Other income 10a .IRC Transportation Grant 77,010 49,549 32,761 82,310 84,160 10b. -1 Oc. 10d. 11. Reserve funds available for operating 3418 12. TOTAL REVENUES 80,428 49,549 32,761 82,310 84,160 EXPENDITURES 13. Salaries 73,062 34,265 40,059 74,324 74,923 14. Employee benefits 15. Payroll taxes/Unemploy. Comp. 5926 2,467 3,479 5,946 5,987 16. Prof. fees / bookkeeper/payroll" 1440 540 900 1440 2,650 17. Supplies 0 600 600 600 18. Telephone 19. Postage and shipping 20. Occupancy (Buildings and grds.) 21. Utilities 22. Insurance 23. Rental and Maint. Equipment 24. Printing and publications 25. Travel and transportation 26. Staff/volunteer development 27. Specific assist. - individuals 28. Membership dues 29. Awards and grants 30. Payments to affiliated organizations 31. Miscellaneous expenses 31a. 31 b. 31c. 32. TOTAL EXPENSES 80,428 37,272 45,038 82,310 84,160 l t VU lJUU avuuy rnnu w upyaue aumunungipayroii services 219 G. SALARIES Title of Position New Poston (yes or no) No. of Hrs. per week FY 2016 Actual FY 2017 Budget FY 2017/2018 Projected Budget Percentage of proposed increase 1 Office Manager/Supervisor/Driver No 44 29,754 31,724 34,400 8% 2 Previous Supervisor/Driver 12,056 3 Driver #1 No 30 6,866 18,000 16,000 4 Driver #2 No 18 11,644 10,800 12,000 11% 5 Driver #3 No As req. 451 2,400 1,123 (53%) 6 Transportation Specialist No 19 11,895 11,400 11,400 0% 7 Temp Driver #1 275 8 Temp Driver #2 120 9 10 11 12 13 14 15 16 17 18 19 20 GRAND TOTAL — ALL SALARIES 73,062 74,324 74,923 .8% • 220 • 0 SENIOR RESOURCE ASSOCIATION, INC. (COMMUNITY'TRANSPORTATION COORDINATOR) 221 AGENCY REQUEST FOR FUNDING FROM INDIAN RIVER COUNTY ' FISCAL YEAR. • A. Program Cover Page Agency: Senior Resource Association, Inc. Telephone: 772.469.3141 �J • Contact Person: Jennifer Johnson Title: Chief Financial Officer, VP Address: 694 14th Street Vero Beach, FL 32960 Website Address: www.SeniorResourceAssociation.Org Fax: 772.778.7272 APR 1 31011 E -Mail: jjohnson@sramail.org Program Title: Indian River Transit - GoLine & Community Coach I certify that information contained in this application accurately reflects the activities of this agency and that the expenditures or portions thereof for which County funds are being requested are not reimbursed by any other, source. 71 1 Jennifer Johnson, CFO, VP SignatureU Print name and title Brief Description of the Program for which funding is requested: The GoLine is the Indian River County public transportation system. It provides 15 fixed routes throughout the county and includes service to Indian River State College in Ft. Pierce. The GoLine makes it possible to get almost anywhere in the county without the use of a motor vehicle. Last year, GoLine provided 1,157,881 trips to citizens of Indian River County. Community Coach provides door-to-door paratransit service to eligible Americans with disabilities and transportation disadvantaged individuals for a nominal co -pay. Community Coach is used to transport individuals to the grocery store, doctor appointments, social gatherings and much more. Last year, Community Coach provided 43,824 trips to individuals in Indian River County. summary Keport Amount requested from Indian River County for 2017/2018: $ 1,362,908 Total Proposed Program Budget for 2017/2018: $ 5,915,300 Percent of Total Program Budget: 23%'' Current Funding (2016/2017) $ 800,000 Dollar Increase/(decrease) in request: 562,908 Percent increase/(decrease) in request: 70% If request increased 5% or more, briefly explain why: Additional funding is requested to meet the State and Federal match requirements and to continue to operate at the current level of service to residents of Indian River County. The Organization's Board of Directors has approved this application on (date): April 13, 2017 Carrie Adams r� Name of President/Chair of Board Signa '� Karen Deigl Name of Exec. Director/CEO Signature 223 B. Organization Capability 1. Provide the mission statement and vision of your organization: Mission Statement: Senior Resource Association promotes independence and dignity in our community by providing services to older adults and transportation to all. Vision: To be recognized as the most valuable resource for seniors in Indian River County. 2. Provide a brief summary of your organization, including areas of expertise, accomplishments and population served. Senior Resource Association (SRA), incorporated in 1974, provides programs and services designed to support an active, healthy, independent life for older adults. SRA assists seniors and their families in finding the resources they seek, delivers quality professional services that meet a senior's individual needs, and provides programs and volunteer opportunities for active older adults. SRA is recognized as the lead agency in Indian River County for home and community based services for older adults and as the Community Transportation Coordinator for Indian River County. Key services include: * GoLine, the public transportation system with 15 fixed routes throughout the County and includes services to Indian River State College in Ft. Pierce. * Community Coach, the door-to-door paratransit service to eligible Americans with disabilities and transportation disadvantaged individuals. * Nutrition programs provide both homebound and mobile seniors with hot, nutritious midday meals, nutrition education and counseling. * Adult Day Care provides coordinated health, social and therapeutic activities in a supervised group setting for adults with functional and/or cognitive impairments, and respite to family caregivers, helping them to manage the demands of caregiving. * Case Management Services assist with determining basic support needs to maintain independence, and coordinating those services, which may include meals, Adult Day Care, and in-home services (personal care, homemaking, companionship and caregiver respite). * Emergency Home Energy Assistance for the Elderly Program provides emergency assistance for an energy-related crisis. * The Silver Tones Chorus is a joyful community singing group that performs twice a year. SRA remains the only agency in the county whose activities are directed solely to the distinctive needs of older adults. SRA operates with a budget in excess of $5 million, employs approximately 106 employees, and enlists the services of over 240 volunteers annually. 3. Briefly list any certifications and/or accreditations obtained by your agency. Senior Resource Association, Inc. is the Community Transportation Coordinator for Indian River County. 11 • • 224 0 B. Organization Capability (Continued) 4. How does your program differ from similar ones provided in the community? How do the programs those ottered by other aaenaes"? The Indian River County Board of County Commissioners has designated Senior Resource Association, Inc. as the Community Transportation Coordinator for Indian River County. It is the responsibility of SRA to provide affordable transportation services to those in Indian River County and to manage a fleet of vehicles purchased with local, state and federal funds. 5. Please describe the staffing requirements of these programs. Be specific in indicating the number of paid professional positions and paid support staff positions. The staff requirements are: Transportation Director, Operations Assistant, Safety and Training Supervisor, three Operation Supervisors, Dispatcher, five Customer Care Agents, Paratransit Eligibility Specialist, three Mechanics and 71 full and part-time drivers. Current support staff positions are: Chief Executive Officer, Chief Financial Officer, Chief Professional Officer, Accounting Manager, Accounting Specialist, Accounting Clerk, Accounting Data Entry Clerk, Executive Assistant, Administrative Assistant, Community Affairs Coordinator, Receptionist, and maintenance worker. 6. Do these programs utilize volunteers? If yes, please briefly describe. All transportation staff and drivers are paid positions due to insurance, HIPPA, and training requirements. OT the countvwiae purpose the tunas will be used tor. Senior Resource Association, Inc. (SRA) has provided transportation in Indian River County (IRC) on a nc profit basis since its incorporation in 1974. In 1982, the County Commissioners appointed SRA as 1 Community Transportation Coordinator (CTC) provider for IRC. The appointment resulted in the expansion the transportation system to include the transportation disadvantaged (elderly, handicapped, economic< disadvantaged.) In November 1992, the fixed route system was available for everyone over age 12 unlE accompanied by an adult, regardless of age, handicap or economic status. This basic service continues to gr and develop with the increasing needs of Indian River County. GoLine, the fixed route system throughout IRC, provides fare free transportation Monday through Friday from 6:00 a.m. to 7:00 p.m., and Saturday from 8:00 a.m. to 5:00 p.m. Community Coach, a complementary Paratransit service with determined eligibility and advanced reservation, operates the same hours as GoLine, but also operates from 8:00 a.m. to 4:00 p.m. on Sundays. GoLine routes are determined by client surveys, input from the County's Transportation Disadvantaged Local Coordinating Board and by the FDOT. All vehicles are equipped with 800 MHz radios to expedite service with direct 911 capability. The fleet consists of 6 - wheelchair mini vans, 4 - 27' Cutaway Buses, 8 - 31' wheelchair buses, 25 - Van Terra Vans, 4- 29' Gillig bus, 2 - 35' Gillig buses, 3- 24' Turtle Tops and 2- 27' Turtle Tops. GoLine and Community Coach are funded by the Federal Transit Administration, Older Americans Act - 1116, Florida Department of Transportation, Commission for the Transportation Disadvantaged and Indian River County. The funding received from Indian River County is used to meet the local match requirements for the federal and state transportation grants. As the Community Transportation Coordinator, SRA coordinates resources and services to provide a more cost effective and efficient countywide transportation system. GoLine and Community Coach are imperative for Indian River County due to the continual rise in population. The need for public transportation is reflected in the County's Transportation Improvement Plan (TIP) and Transit Development Plan (TDP). 225 C. Board of Directors 1. Name: Address: Carrie Adams, Chairman 694 14th Street, Vero Beach FL 32960 Don Wright, Vice Chairman 694 14th Street, Vero Beach FL 32960 Dawn Michael, Past Chairman 694 14th Street, Vero Beach FL 3.2960 Randy MacMillan, Secretary 694 14th Street, Vero Beach FL 32960 Denise Battaglini, Treasurer 694 14th Street, Vero Beach FL 32960 Lorry Gartner 694 14th Street, Vero Beach FL 32960 Aileen Hoguet 694 14th Street, Vero Beach FL 32960 Trudie Rainone 694 14th Street, Vero Beach FL 32960 Cheryl Roseland 694 14th Street, Vero Beach FL 32960 1. Does your Board of Directors set the policies for your agency? The government and policy-making responsibilities of Senior Resource Association, Inc. are vested in the Board, which controls its property, is responsible for finances and directs the organization's affairs. Policies concerning the Transportation for Indian River County are set by the Board in conjunction with the Local Coordinating Transportation Board. 0. lb UMV U a quumin requirement Tor tsoara memoers attenaance at your agency Board meeti One-third (1/3) of the members of the Board constitutes a quorum. -+. nease expiam the rotating volunteer structure of your Board members and officers. The term of office of Board members is two terms of three years each set up on a system of rotation with term of one-third of the Board expiring each year. 226 • D. Finances • 1. Does your Board approve the annual budget and review regular financial reports of the operating budget and capital funds? How often is this review conducted? Senior Resource Association, Inc. Board approves the annual budget before it is implemented. The Fi Committee reviews the monthly financial statements which are presented at the Board meeting. 2. Does any outside organization (such as a governmental unit) conduct periodic evaluations of the agency's finances, management or programs? If yes, list the agencies. Outside organizations that conduct periodic evaluations of Senior Resource Association's finances, management or programs include: Indian River County Metropolitan Planning Organization, Florida Department of Transportation, Federal Transit Administration, Florida Commission for the Transportation Disadvantaged, Transportation Disadvantaged Local Coordinating Board, Area Agency on Aging and the Florida Department of Elder Affairs. In addition to these evaluations, SRA hires independent auditors to conduct an annual audit and prepare the single audit report. r � L_J 3. Are there any pending legal actions, claims, or disputes against your agency? If yes, please explain. Yes, there is a claim involving a vehicular crash on 11/26/2016. York Risk Services will be representing, Sen Resource Association, as the driver was cited as the at fault driver. 4. Check the financial year (agency's fiscal year) that you are using for this budget report. X July 1 - June 30 January 1 - December 31 Other, please specify 0 227 E. FINANCIALS TOTAL AGENCY BUDGET AGENCY/PROGRAM NAME: Senior Resource Association / Indian River Transit - GoLine & Community Coach FY 15/16 FY 16/17 FY 16/17 7/1/15 TO 7/1116 TO 03/01/17 TO TOTAL FY 6/30/16 2/28/17 6/30/17 1 2016/2017 1 FY 2017/2018 REVENUES I ARTI IAI I ennKMUO I 1 2 Contributions $ Special events -I - - 288,295 $ 254,748 116,493 306,200 $ mvnino 35,000 32,000 $ 151,493 $ 338,200 BUDGET 270,000 365,000 3 Legacies/Bequests _ - 4 Supplemental fundraising 47,124 6,000 38,000 44,000 45,000 5 United Way of IRC 127,500 88,860 45,390 134,250 134,250 5a. United Way of Martin Co. _ - 5b. United Way of St. Lucie Co. 6 Membership dues _ 7 Program service fees 530,032 392,225 212,000 604,225 660,000 8 Profit on sales to public _ _ 9 Investment income 2,680 1,036 200 1,236 1,300 10 Other income 5,090,100 3,625,003 1,910,000 5,535,003 5,710,250 10a. Capital Grant Income 10b. 954,896 540,470 150,000 690,470 1,500,000 10c. 10d. 11 Reserve funds available for operating - _ _ 12 TOTAL REVENUES $ 7,295,375 $ 51076,287 $ 2,422,590 $ 7,498,877 $ 8,685,800 EXPENDITURES 13 14 Salaries $ Employee Benefits 2,799,660 $ 185,607 2,197,869 136,975 $ $ 1,098,900 68,500 $ $ 3,296,769 $ 205,475 3,567,600. 210,000 15 Payroll Taxes/Unemployment Comp. 273,099 205,154 $ 102,600 $ 307,754 320,400 16 Professional fees 99,899 60,504 $ 30,300 $ 90,804 113,500 17 Supplies 55,977 34,254 $ 17,100 $ 51,354 52,900 18 Telephone 22,166 15,200 $ 7,600 $ 22,800 23,500 19 Postage and shipping 9,007 5,317 $ 2,700 $ 8,017 8,300 20 Occupancy (Buildings & Grds.) 166,777 80,776 $ 40,400 $ 121,176 110,000 21 Utilities 51,979 37,226 $ 18,600 $ 55,826 57,500 22 Insurance 309,381 173,385 $ 96,700 $ 270,085 283,600 23 Rental and Maint. Equipment _ - $ _ $ 24 Printing and publications 26,735 7,960 $ 12,000 $ 19,960 20,600 25 Travel and transportation 5,605 5,873 $ 3,900 $ 9,773 10,100 26 27 Staff/volunteer development Specific assist. - individuals 67,495 496,266 46,555 371,907 $ $ 23,300 186,000 $ $ 69,855 557,907 72,000 563,500 28 Membership dues 5,984 6,682 $ 3,300 $ 9,982 10,100 29 Awards and grants _ _ $ $ 30 Payments to affiliated organizations - _ $ _ $ _ 31 Miscellaneous expenses 1,184,419 862,217 $ 437,320 $ 1,299,537 1,326,200 31 a. Client Nutrition 369,474 274,233 $ 137,100 $ 411,333 436,000 31 b. Equipment Purchases: Capital 954,896 540,470 150,000 690,470 1,500,000 32 TOTAL EXPENSES $ 7,084,426 $ 5,062,557 $ 2,436,320 $ 7,498,877 $ 8,685,800 228 • • • • • F. FINANCIALS TOTAL PROGRAM BUDGET AGENCY/PROGRAM NAME: Senior Resource Association / Indian River Transit - GoLine & Community Coach 229 REVENUES FY 15/16 10/1/15 TO 9/30/16 ACTUAL FY 16/17 10/1/16 TO 2/28/17 ACTUAL (5) MONTHS FY 16/17 03/01/17 TO 9/30/17 EST. (7) MONTHS TOTAL FY 2016/2017 FY 2017/2018 10/1/17 TO 9/30/18 PROPOSED BUDGET 1 Contributions $ 72,367 $ - $ - $ - $ _ 2 Special events - _ $ _ $ _ 3 Legacies/Bequests - - _ $ 4 Supplemental fundraising - _ _ $ _ $ _ 5 United Way of IRC - _ _ $ _ $ _ 5a. United Way of Martin Co. - _ _ $ 5b. United Way of St. Lucie Co. - _ _ $. _ - 6 Membership dues - - _ $ _ _ 7 Program service fees 22,358 5,306 7,394 $ 12,700 $ 13,000 8 Profit on sales to public - - _ $ _ 9 Investment income - _ _ $ _ 10 Other income 47,312 763 237 $ 1,000 1,000, 10a. Federal grants 1,838,664 1,088,290 1,052,009.98 $ 2,140,300 2,136,900 10b. State grants 1,205,019 411,710 681,190.00 $ 1,092,900 1,061,492 10c. Local IRC match 779,779 309,855 848,245.00 $ 1,158,100 1,362,908 10d. Capital 1,030,668 122,640 277,760 $ 400,400 1,340,000 11 Reserve funds available for operating - - _ - - 12 TOTAL REVENUES $ 4,996,167 $ 1,938,564 $ 2,866,836 $ 4,805,400 $ 5,915,300 EXPENDITURES 13 Salaries $ 2,023,065 $ 983,044 1,376,256 $ 2,359,300 $ 2,507,000 14 Employee Benefits 120,941 54,462 76,538 $ 131,000 $ 125,000 15 Payroll Taxes/Unemployment Comp. 192,080 90,589 109,911 $ 200,500 $ 206,900 16 Professional fees 33,490 33,996 52,904 $ 86,900 $ 63,400 17 Supplies 25,248 11,349 15,951 $ 27,300 $ 28,700 18 Telephone 12,833 5,643 7,957 $ 13,600 $ 13,700 19 Postage and shipping 2,442 1,071 1,429 $ 2,500 $ 2,500 20 Occupant (Buildings & Grds.) 115,672 21,271 29,829 $ 51,100 $ 45,000 21 Communications/Utilities 20,050 8,981 13,519 $ 22,500 $ 23,200 22 Insurance 262,998 82,735 115,765 $ 198,500 $ 218,400 23 Rental and Maint. Equipment - - - $ _ $ - 24 Printing and publications 18,927 5,239 18,761 $ 24,000 $ 19,000 25 Travel and transportation 2,194 1,742 2,458 $ 4,200 $ 4,300 26 Staff/volunteer development 31,392 21,349 12,651 $ 34,000 $ 35,000 27 Specific assist. - individuals 36,024 19,270 27,030 $ 46,300 $ 47,000 28 Membership dues 2,739 3,343 1,257 $ 4,600 $ 4,800 29 Awards and grants _ _ _ $ - $ - 30 Payments to affiliated organizations - - _ $ _ $ - 31 Miscellaneous expenses 1,072,639 499,455 699,245 $ 1,198,700 $ 1,231,400 31 a. Client nutrition _ _ _ $ - $ _ 31 b. Equipment Purchases: Capital 1,030,668 122,640 277,760 400,400 1,340,000 32 TOTAL EXPENSES $ 5,003,402 1 $ 1,966,179 $ 2,839,221 $ 4,805,400 1 $ 5,915,300 229 G. SALARIES Title of Position New Position (yes or no) No. of Hrs. per week FY 2015/2016 Actual FY 2016/2017 Budget FY 2017/2018 Projectedproposed Pro Bud et Percentage of ncrease 1 Chief Executive Officer/President No 40 $ 124,235 $ 128,658 $ 132,517 3% 2 Executive Assistant No 40 33,450 43,264 $ 44,562 3% 3 Chief Financial OfficerNP No 40 76,422 91,416 $ 94,158 3% 4 Accounting Manager No 40 39,918 50,003 $ 51,503 3% 5 Accounts Payable Clerk No 40 30,244 35,006 $ 36,056 3% 6 Accounting Clerk No 40 18,725 31,075 $ 32,007 3% 7 Accounting Data Entry Clerk No 40 - 26,000 $ 26,780 3% 8 Chief Personnel Officer/VP No 40 65,000 70,013 $ 72,113 3% 9 HR/Finance Admin Assistant No 40 8,248 34,278 $ 35,306 3% 10 Regional Mobility Facilitator Director No 40 52,310 65,000 $ 66,950 3% 11 Safety & Training Supervisor No 40 36,801 38,000 $ 39,140 3% 12 Operations Assistant No 40 31,010 35,000 $ 36,050 3% 13 Transportation Dispatcher No 40 24,276 25,000 $ 25,750 3% 14 Customer Care Agents (5) No 200 58,238 106,309 $ 109,498 3% 15 Operations Supervisors (3) No 120 100,191 107,578 $ 110,805 3% 16 Paratransit Eligibility Specialist No 40 30,648 31,6HI $ 32,628 3% 17 Mechanics (3) No 120 94,699 97,760 $ 100,693 3% 18 Drivers (71) No 3188 1,155,063 1,519,981 $ 1,565,580 3% 19 Maintenance Worker No 40 24,105 34,091 $ 35,114 3% 20 Receptionist No 40 23,698 24,274 $ 25,002 3% 21 Other non -transit staff No 1111 695,678 869,352 $ 895,433 3% 22 23 24 GRAND TOTAL - ALL SALARIES $ 2,722,960 $ 3,463,736 $ 3,567,645 230 • SENIOR RESOURCE ASSOCIATION, INC. ,senior Services Meals on Wheels, Adult DayCare, In -Home Services 231 AGENCY REQUEST FOR FUNDING FROM INDIAN RIVER COUNTY FISCAL YEAR • A. Program Cover Page Agency: Senior Resource Association, Inc. Telephone Contact Person: Jennifer Johnson Fax: Title: Chief Financial Officer, VP E -Mail: Address: 694 14th Street 772.469.3141 772.778.7272 jjohnson@sramail.org Vero Beach, FL 32960 Website Address: www.SeniorResourceAssociation.Org Program Title: Senior Services - Meals on Wheels, Adult Day Care, In -Home Services APR 13 2017 I certify that information contained in this application accurately reflects the activities of this agency and that the expenditures or p4ions thereof for which County funds are being requested are not reimbursed by any other source Jennifer Johnson, CFO, VP Signature Print name and title Brief Descript n of t e Program for which fundina is requested: Senior Resource Association (SRA) is requesting match dollars for the Commuity Care for the Elderly, Alzheimer's Diesease Initiative, Home Care for the Elderly and the Older American Act grants. Services are provided to encourage and enhance the natural support system of an older adult, with special emphasis on caregivers and families. Community Care for the Elderly (CCE) - a general revenue statewide program that provides support services to non - Medicaid frail seniors. The community-based services are organized in a continuum of care to help functionally impaired elders live in the least restrictive, vet most cost-effective, environment suitable to their needs. Alzheimer's Disease Initiative (ADI) - a state wide program funded by general revenue that provides a continuum of services to meet the changing needs of non -Medicaid individuals with, and families affected by, Alzheimer's disease and related disorders. Home Care for the Elderly (HCE) - a statewide program that supports care for Non -Medicaid eligible Floridians age 60 and older in family -type living arrangements within private homes, as an alternative to institutional or nursing home care. Older Americans Act (OAA) - a federal program initiative that provides assistance to older persons and caregivers and is the only federal supportive services program directed solely toward improving the lives of older people. The primary purpose of the OAA program is to foster the development and implementation of comprehensive and coordinated systems to serve older individuals. The OAA program uses these systems to assist older individuals to attain and maintain maximum independence and dignity in a home environment and allows for the capability of self-care with appropriate supportive services. bum Amount requested from Indian River County for 2017 Z($ Total Proposed Program Budget for 2017/ --lag Percent of Total Program Budget: Current Funding (2015/2016) Dollar Increase/(decrease) in request: Percent increase/(decrease) in request: If request increased 5% or mo $ 123,000 $ 2,401,600 5% $ 121,207 1,793 1% The Organization's Board of Directors has approved this application on (date : April 13, 2017 Carrie Adams •Name of PresidenUChair of Board Signature Karen Deigl 144�QD Name of Exec. Director/CEO Signature 233 B. Organization Capability 1. Provide the mission statement and vision of your organization: Mission Statement: Senior Resource Association promotes independence and dignity in our community by providing services to older adults and transportation to all. Vision To be recognized as the most valuable resource for seniors in Indian River County. /. rroviae a drier summary of your organization, including areas of expertise, accomplishments and population served. Senior Resource Association (SRA), incorporated in 1974, provides programs and services designed to support an active, healthy, independent life for older adults. SRA assists seniors and their families in finding the resources they seek, delivers quality professional services that meet a senior's individual needs, and provides programs and volunteer opportunities for active older adults. SRA is recognized as the lead agency in Indian River County for home and community based services for older adults and as the Community Transportation Coordinator for Indian River County. Key services include: * Nutrition programs provide both homebound and mobile seniors with hot, nutritious midday meals, nutrition education and counseling. * Adult Day Care provides coordinated health, social and therapeutic activities in a supervised group setting for adults with functional and/or cognitive impairments, and respite to family caregivers, helping them to manage the demands of caregiving. * Case Management Services assist with determining basic support needs to maintain independence, and coordinating those services, which may include meals, Adult Day Care, and in-home services (personal care, homemaking, companionship and caregiver respite). * Emergency Home Energy Assistance for the Elderly Program provides emergency assistance for an energy-related crisis. * GoLine, the public transportation system with 15 fixed routes throughout the County and includes services to Indian River State College in Ft. Pierce. * Community Coach, the door-to-door paratransit service to eligible Americans with disabilities and transportation disadvantaged individuals. * The Silver Tones Chorus is a joyful community singing group that performs multiple times a year. SRA remains the only agency in the county whose activities are directed solely to the distinctive needs of older adults. SRA operates with a budget in excess of $6 million, employs approximately 108 employees, and enlists the services of over 240 volunteers annually. 3. Briefly list any certifications and/or accreditations obtained by your agency. Senior Resource Association, Inc. is the Community Care for the Elderly lead agency, the Vero Beach and Sebastian Adult Day Cares have Specialized Alzheimer's Services Standard adult day care center licenses. 234 • • B. Organization Capability (Continued) • 4. How does your program differ from similar ones provided in the community? How do the programs complement • those ottered by other Although there are many other organizations who provide services to seniors and adults with disabilities, SRA isl designated the Lead Agency by the Department of Elder Affairs for Indian River County and provides the only licensed adult day care centers in Indian River County. SRA collaborates with many other organizations such as the Alzheimer Parkinson Association and the Abilities Resource Center to ensure that we can best serve the specific needs of all clients. SRA is aware of three programs that deliver prepared meals to Indian River County residents: The Salvation Army and Our Father's Table (Gifford and/or Wabasso;) and, Our Lady of Guadalupe (Fellsmere.) However, there is a distinction between the programs listed above and Meals on Wheels. Meals on Wheels is a federally funded program requiring both fiscal and programmatic monitoring by the Department of Elder Affairs. 5. Please describe the staffing requirements of these programs. Be specific in indicating the number of paid professional positions and paid support staff positions. There are 33 program staff employees including Director of Programs, 2 Case Managers, Case Aide, 2 LPNs, RN, 13 Certified Nurse Assistants, Adult Day Care Activities Coordinator, Nutrition Director and 7 nutrition support staff. The Adult Day Care's require a 5 to 1 staff to client ratio. Support staff includes Chief Executive Offier, Chief Financial Officer, Chief Personnel Officer, Executive Assistant, Administrative Assistant, Receptionist, fiscal staff of four full-time employees, Community Affairs Coordinate and a maintenance worker. 6. Do these programs utilize volunteers? If yes, please briefly describe. Senior Resource Association (SRA) strives to provide an enriching environment for all participants. While much of the programs activities are planned by SRA staff, we collaborate with outside organizations to increase the quality of experience through programs and volunteerism. SRA utilizes over 240 volunteers annually. Volunteers of Senior Resource Association are utilized in a variety of ways throughout each of SRA's programs. Adult Day Care volunteers assist with entertainment, music programs, pet therapy, meal service and various crafting activities. Our meals on Wheels volunteers use their own vehicles to deliver hot noon -time meals to clients 5 days per week. Our trained meal delivery volunteers also bring a warm smile and a wellness check to our home -bound seniors. Often times, the Meals on Wheels volunteer is the only person a Meals on Wheels client may encounter on a daily basis. In addition, SRA provides volunteer opportunities for seniors in our community through the all -volunteer Silver Tones Chorus. The Silver Tones assist SRA with community outreach by presenting 3 concerts per year in season and 6-8 mini concerts during the summer months at various rehabilitation centers and assisted living facilities. 1. uescnption of the countywide purpose the funds will be used for. Matching funds from Indian River County will be used as the required match for the Commuity Care for the Elderly,' Alzheimer's Diesease Initiative, Home Care for the Elderly and the Older American Act grants. The grants provide the following services to older adults in Indian River County: meals on wheels, congregate meals, case management, adult. day services, in-home services and respite services. 235 C. Board of Directors 1. Name: Carrie Adams, Chairman Don Wright, Vice Chairman Dawn Michael, Past Chairman Randy MacMillan, Secretary Denise Battaglini, Treasurer Lorry Gartner Aileen Hoguet Trudie Rainone Cheryl Roseland Address: • 69414th Street, Vero Beach FL 32960 694 14th Street, Vero Beach FL 32960 694 14th Street, Vero Beach FL 32960 694 14th Street, Vero Beach FL 32960 694 14th Street, Vero Beach FL 32960 694 14th Street, Vero Beach FL 32960 694 14th Street, Vero Beach FL 32960 694 14th Street, Vero Beach FL 32960 694 14th Street, Vero Beach FL 32960 /-. uoes your t5oara oT uirectors set the policies Tor your agency`? The government and policy-making responsibilities of Senior Resource Association, Inc. are vested in the Board, which controls its property, is responsible for finances and directs the organization's affairs. Policies concerning the Transportation for Indian River County are set by the Board in conjunction with the Local Coordinating Transportation Board. o. is tnere a quorum requirement Tor board members attendance at your agency Board meetings? One-third (1/3) of the members of the Board constitutes a quorum. 4. Please explain the rotating volunteer structure of your Board members and officers. The term of office of Board members is two terms of three years each set up on a system of rotation with the term of one third of the Board expiring each year. • • 236 D. Finances 1. Does your Board approve the annual budget and review regular financial reports of the operating budget and capital funds? How often is this review conducted? Senior Resource Association, Inc. Board approves the annual budget before it is implemented. The Finance Committee reviews the monthly financial statements which are presented at the Board meetings. 2. Does any outside organization (such as a governmental unit) conduct periodic evaluations of the agency's finances, management or programs? If yes, list the agencies. Outside organizations that conduct periodic evaluations of Senior Resource Association's finances, management or programs include: Indian River County Metropolitan Planning Organization, Florida Department of Transportation, Federal Transit Administration, Florida Commission for the Transportation Disadvantaged, Transportation Disadvantaged Local Coordinating Board, Area Agency on Aging and the Florida Department of Elder Affairs. In addition to these evaluations, SRA hires independent auditors to conduct an annual audit and prepare the single audit report. 3. Are there any pending legal actions, claims, or disputes against your agency? If yes, please explain. Yes, there is a claim involving a vehicular crash on 11/26/2016. York Risk Services will be representing, Resource Association, as the driver was cited as the at fault driver. 4. Check the financial year (agency's fiscal year) that you are using for this budget report. X July 1 - June 30 January 1 - December 31 Other, please specify • 237 E. FINANCIALS TOTAL AGENCY BUDGET AGENCY/PROGRAM NAME: Senior Resource Association / Senior Services - Meals on Wheels, Adult Day Care, In -Home Services 238 • • • • F. FINANCIALS TOTAL PROGRAM BUDGET AGENCY/PROGRAM NAME: Senior Resource Association / Senior Services - Meals on Wheels, Adult Day Care, In -Home Services 239 FY 15/16 FY 16/17 FY 16/17 FY 2017/2018 10/1/15 TO 10/1/16 TO 03/01/17 TO TOTAL FY 10/1/17 TO 9/30/16 2/28/17 9/30/17 2016/2017 9/30/18 REVENUES ACTUAL ACTUAL (5) MONTHS EST. (7) MONTHS PROPOSED BUDGET 1 Contributions $ 96,671 $ 35,780 $ 63,720 $ 99,500 $ 114,000 2 Special events 60,388 62,470 1,530 64,000 $ 66,600 3 Legacies/Bequests - _ 4 Supplemental fundraising 47,574 3,750 42,500 46,250 $ 48,000 5 United Way of IRC 137,108 55,118 79,132 134,250 $ 136,900 5a. United Way of Martin Co. _ 5b. United Way of St. Lucie Co. 6 Membership dues _ _ 7 Program service fees 527,055 244,113 372,787 $ 616,900 $ 647,700 8 Profit on sales to public _ _ 9 Investment income 4 _ 10 Other income _ 10a. Federal grants 617,557 194,524 385,276 579,800 581,500 10b. State grants 513,956 212,199 392,701 604,900 608,900 10c. Local IRC match 133,620 35,746 85,461 121,207 123,000 10e. Capital 64,778 113,172 65,028 178,200 75,000 11 Reserve funds available for operating _ _ _ 12 TOTAL REVENUES $ 2,198,711 $ 956,872 $ 1,488,135 $ 2,445,007 $ . 2,401,600 EXPENDITURES 13 Salaries $ 793,155 $ 345,875 554,625 $ 900,500 $ 949,600 14 Employee Benefits 57,720 27,598 43,602 $ 71,200 $ 72,600 15 Payroll Taxes/Unemployment Comp. 75,697 31,666 57,734 $ 89,400 $ 91,200 16 Professional fees 17,834 13,652 9,148 $ 22,800 $ 23,300 17 Supplies 27,895 10,030 19,370 $ 29,400 $ 30,000 18 Telephone 8,786 4,071 7,629 $ 11,700 $ 11,900 19 Postage and shipping 1,822 576 1,124 $ 1,700 $ 1,700 20 Occupancy (Buildings & Grds.) 42,679 28,520 21,080 $ 49,600 $ 50,600 21 Communications/Utilities 31,242 12,307 21,193 $ 33,500 $ 34,200 22 Insurance 34,516 11,068 22,832 $ 33,900 $ 34,600 23 Rental and Maint. Equipment _ _ $ $ 24 Printing and publications 2,196 371 529 $ 900 $ 900 25 Travel and transportation 3,618 2,068 2,932 $ 5,000 $ 5,100 26 Staff/volunteer development 33,114 10,567 18,533 $ 29,100 $ 29,700 27 Specific assist. - individuals 485,755 205,956 269,844 $ 475,800 $ 476,000 28 Membership dues 3,123 925 4,675 $ 5,600 $ 5,700 29 Awards and grants _ _ $ $ 30 Payments to affiliated organizations - _ _ $ $ _ 31 Miscellaneous expenses 79,501 36,282 54,118 $ 90,400 $ 92,200 31 a. Client nutrition 384,576 172,848 243,459 $ 416,307 $ 417,300 31 b. Equipment Purchases: Capital 64,778 113,172 65,028 178,200 75,000 32 TOTAL EXPENSES _-t$-2,148,007 $ 1,027,552 $ 1,417,455 1 $ 2,445,007 $ 2,401,600 239 G. SALARIES Title of Position New Position No. of Hrs. per FY 2015/2016 FY 2016/2017 $ 44,562 (yes or no) week Actual Budget 1 Chief Executive Officer/President No 40 $ 124,235 $ 3 Chief Financial Officer/VP 4 Accounting Manager 5 Accounts Payable Clerk 6 Accounting Clerk 7 Accounting Data Entry Clerk 8 Chief Personnel Officer/VP 9 HR/Finance Admin Assistant 10 Director of Programs 11 Case Managers (2) 12 Case Aide 13 Community Affairs Coordinator 14 Adult Day Care RN 15 Adult Day Care LPN (2) 16 Certified Nursing Assistant (13) 17 Adult Day Care Activities Coordinator 18 Nutrition Manager 19 Nutrition Assistant 20 Nutrition Aide 21 Kitchen Aide 22 Nutrition Drivers (3) 23 Congregate Site Coordinator 24 Development (2) 25 Maintenance Worker 26 Receptionist ff ( 27 Transportation Sta88) 28 GRAND TOTAL - ALL SALARIES FY 2017/2018 Projected No No 40 40 33,450 76,422E 128,658 43,264 416 $ 132,517 $ 44,562 $ 94,158 No 40 EH39,918003 $ 51,503 No 40 30,244 35,006 $ 36,056 No 40 18,725 31,075 $ 32,007 No 40 - 26,000 $ 26,780 No 40 65,000 70,013 $ 72,113 No 40 8,248 34,278 $ 35,306 No 40 52,778 59,758 $ 61,551 No 80 70,330 72,738 $ 74,920 No 20 28,375 31,200 $ 32,136 No 40 13,631 32,011 $ 32,971 No 20 15,395 28,412 $ 29,264 No 80 84,342 90,272 $ 92,980 No 480 215,455 283,773 $ 292,286 No 20 15,055 13,915 1 $ 14,332 No 40 40,165 41,371 $ 42,612 No 40 29,296 32,011 $ 32,971 No 40 12,796 26,000 $ 26,780 No 40 1,190 11,050 $ 11,382 No 76 41,147 41,278 $ 42,516 No 15 6,340 6,763 $ 6,966 No 80 69,382 98,800 $ 101,764 No 40 24,105 34,091 $ 35,114 No 40 23,698 24,274 $ 25,002 No 3275 1,583,237 2,026,306 $ 2,087,096 $ 2,722,960 I $ 3,463,736 $ 3,567,645 )rcentage of proposed increase 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3%. 3% 3% 3% 3% 3% 3% 3% 240 • • • • GIFFORD YOUTH ACHIEVEMENT CENTER, INC. 241 0 • • AGENCY REQUEST FOR FUNDING FROM Indian River COUNTY A. Program Cover Page FISCAL YEAR 2017/2018 Agency: Gifford Youth Achievement Center, Inc. Contact Person: Angelia Perry Title: Executive Director Address: 4875 43rd Avenue Vero Beach, FL 32967 Website Address: www.ciyac.net Program Title: GYAC Operations Telephone: (772) 794-1005 Fax: (772) 569-5563 E -Mail: aperry@gyac.net 4Ive_l � (APR 13 2017 I certify that information contained in this application accurately reflects the activities of th saL vag agency that the expenditures or portions thereof for which. County funds are being requested are not reimbursed by an; other sourc . Anpelia Perry Executive Director Signatu a i`�� Print name and title Brief description of the Programfor which fundina is reauestPrt• The Gifford Youth Achievement Center (GYAC) is requesting funds for the purpose of providing a wide array of services to youth and adults served by GYAC. Funds will be used to provide educational, counseling, recreational, and leadership development programs. The GYAC houses a computer lab, a public library, a gymnasium, and classrooms and offers programs to include homework assistance, reading enrichment, senior citizen activities, mentoring, and cultural activities. We believe that through these activities, we will enhance the lives of the youth and adults we serve academically, socially, behaviorally, emotionally, physically, and mentally to enable them to better meet life's challenges. Summary Report Amount requested from fndian Fiver County for 2017/2018: $ 96,500.00 Total Proposed Program budget for 2017/2018: $ 427,198.71 Percent of total Program budget: 22.5% Current Funding (2016/2017) $ 93,600.00 Dollar increase / (decrease) in request: $ 2,900.00 Percent increase / decrease in request: 3% If request increased 5% or more, briefly explain whv: The Organization's Board of Directors has approved this appl' t' n n : M rch 8, 2017 Adam Bolinger Name of President/Chair of the Board Signat re Anpelia Perry Name of Exec. Director/CEO Signature 243 B. Organizational Capability I. Provide the mission statement and vision of your organization: Mission Statement: The Gifford Youth Achievement Center Mission Statement: With God's guidance, our vision is to establish a partnership among our youth and adults of the Gifford community and surrounding municipalities of Indian River County that will develop self-esteem, teach character, and encourage each individual to reach for his or her ultimate potential; and nurture partnerships with various community entities in Gifford and the surrounding municipalities of Indian River County. Vision: The GYAC vision is to make the Gifford Youth Achievement Center the premier site in Indian River County where children of all ages can come for education and recreation and not have to worry about social, economic, academic or cultural barriers to be a success in today's world. GYAC's vision is that through our programs and activities, we will increase participation, increase High School and College graduation rates, increase parental involvement, enhance youth and adult success in life, and increase the positive sense of worth within every individual we serve. 2. Provide a brief summary of your organization, including areas of expertise, accomplishments and population served. Organization: The Gifford Youth Achievement Center (GYAC) is a 501 (c)(3) organization that opened its doors in 1998. Its sole purpose is to enhance the academic achievement of children in Indian River County. A volunteer Board of Directors governs the GYAC. Formally, the GYAC was under the auspice of the Progressive Civic League of Gifford, FL, Inc., a private not-for-profit corporation. GYAC officially became a separate not-for-profit corporation on January 1, 2002. Areas of expertise include degreed teachers and tutors, retired psychologists, professional mentors and volunteers, and recreational support staff. Partners is provide specific programmatic expertise in areas that include social, cultural and recreational activities. The GYAC's accomplishments include. being named the 2010 United Way of Indian River County Agency Excellence Award winner and being nominated for the award in 2009 and 2008, the 2005 Outstanding Florida Minority Education Community Organization award, and the Hillary Rodham Clinton Millennium Green Project Award in 1999. The populations served by GYAC are school age children, adults, and senior citizens. 3. Briefly list anv certifications and/or accreditations obtained b The GYAC is a member of the Indian River County Chamber of Commerce and a partner agency of the United Way of Indian River County. In 2010, GYAC received the 2010 United Way of Indian River County Agency Excellence Award. 244 is B. Organization Capability (Continued) 4. How does your program differ from similar ones provided in the community? How do the programs complement those offered by other agencies? There are no similar programs or agencies offering after school academic enhancement for youth in addition to programs and activities for adults and senior citizens. The GYAC offers services in the Gifford community while providing programs and activities for youth and adults from all areas of the County. The after school program provides educational activities, cultural and recreational activities, character enhancement and counseling activities to our students and their families. The belief that education is important is continued during the summer program which provides educational activities in the mornings and recreational activities in the afternoon. The Beyond Special K (BSK) Program, which serves adults and senior citizens, provides educational, recreational, social, activities on a weekly basis. Activities include educational workshops, sewing/art & crafts, intergenerational activities, and aerobics. These activities offered at one location makes GYAC unique from similar organizations/programs in this community. 5. Please describe the staffing requirements of these programs. Be specific in indicating the number of paid professional positions and paid support staff positions - 1 -Executive ositions_ 1-Executive Director (FT); 1 -Academic Success Coordinator (FT); 1 -Executive Assistant (FT); 1 -Director of Public Relations & Facilities Operations (FT); 1 — Director of Philanthropy (FT); 1 — Marketing Coordinator (FT); 1 — Guidance Counselor (FT); 1 -Volunteer Coordinator (FT); 1- Accounting/HR Specialist (FT); 1 -Receptionist (FT); 1 -Beyond Special K Coordinator (FT); 12 -Teachers (PT); 5 - • Recreation Assistants (PT). 6. Do these programs utilize volunteers? If yes, please briefly describe. The GYAC utilizes volunteers for a variety of its programs and activities. Volunteers and mentors provide a valuable service to the Center in a variety of areas such as reading mentors, classroom assistants, recreation assistants, chaperoning field trips, and one-on-one tutoring. The Center has a core group of individuals who volunteer their time on a regular basis. The Volunteer/Mentor Coordinator has worked diligently to recruit and retain volunteers for GYAC. Through a partnership with Epic Missions, over 200 volunteers from Vero Beach, the State of Florida and across the United States volunteer at GYAC. 7. Description of the countywide purpose the funds will be used for. The Gifford Youth Achievement Center will use the funds to help provide a wide array of educational enhancement, counseling and leadership development programs for youth and adults/senior citizens. Programs and activities are offered to youth and adults of Indian River County regardless of where they live. It is our belief that through these activities, we will enhance our support for youth and adults academically, socially, behaviorally, emotionally, physically, and mentally which will improve their lives. • 245 C. Board of Directors 1. Name: 2. Does your Board of Directors set the policies for Address: 3. Is there a quorum requirement for Board members attendance at your agengy agencyboard meetings Yes 4. Please explain the rotating volunteer structure of your Board members and officers. Each Director may hold office for three (3) years and may serve two (2) consecutive terms before being required to "cycle off' the Board for one (1) year. 246 • • • D. Finances 1. Does your Board approve the annual budget and review regular financial reports of the operating budget and capital funds? How often is this review conducted? iYes, the Board approves the annual budget and on a monthly basis, reviews regular financial reports of the operating budget and capital funds. 2. Does any outside organization (such as a governmental unit) conduct periodic evaluations of the agency's finances, management or pro rams? If yes, list the agencies. The Gifford Youth Achievement Center is audited annually by an independent audit as defined by the Single Audit for Private Non -Profit A-122. J. Are there any pendinglegal actions, claims, or disputes against your agency? No 4. Check the financial year (agency's fiscal year) that you are using for this budget report. July 1 — June 30 January 1 — December 31 Other, please specify • W,IN Total Agency Budget Agency/Program Name: Gifford Youth Achievement Center, Inc. C, • • 248 F/1 15116 FY 16/17 FY 16117 2017/2018 10/1/15 TO 10/1/16 TO 03/01/17 TO TOTAL FY 1011/17 TO 4. Supplemental fundraising 9/30/16 2/28/17 9/30/17 2016/2017 9130/18 624,423 ACTUAL 5 EST. (7) PROPOSE[ REVENUES 17,500 ACTUAL MONTHS MONTHS BUDGET 1. Contributions 506,605 230,091 156,345 366,436 420,000 2. Special events 912 C, • • 248 3, Legacies/Bequests 4. Supplemental fundraising 559,334 368,423 256,000 624,423 650,000 5. United Way of IRC 17,500 50,000 50,000 50,000 5a. United Way of Martin Co. 5b. United Way of St. Lucie Co. 6. Membership dues 7. Program service fees 43,750 9,939 39,450 49,389 53,000 8. Profit on sales to public 9. Investment income 3,540 1,309 61 1,370 - 10. Other income 22,343 5,757 8,456 14,213 15,000 10a. Rental Income 7,332 2,600 4,081 6,681 7,000 10b. Grant income 161,824 16,128 97,583 113,711 125,000 10c. IRC -OMB 90,000 39,000 50,750 89,750 96,500 10d. GYAC Foundation 66,000 30,000 50,000 80,000 100,000 11. Reserve funds available for operating 12. TOTAL REVENUES 1,479,141 703,247 712,727 1,415,974 1516500 EXPENDITURES 13. Salaries 756,479 341,425 516,297 857,722 883,454 14. Employee benefits 57,301 28,976 33,896 62,871 63,500 15. Payroll taxes/Unemploy. Comp. 63,123 28,565 41,478 70,043 72,000 16. Professional fees 153,591 43,795 53,375 ----57,1-7-0F 97,000 17. Supplies 28,805 6,408 16,715 23,123 23,000 18. Telephone 14,169 11,707 10,500 22,207 23,000 19. Postage and shipping 1,944 1,623 1,867 3,489 3,500 20. Occupancy (Buildings and grds.) 25,851 10,047 16,742 26,789 27,500 21. Utilities 31,340 12,529 17,617 30,146 30,500 22. Insurance 78,245 30,530 46,842 77,372 77,500 23. Rental and Maint. Equipment 32,842 9,679 14,510 24,189 24,500 24. Printing and publications 14,907 3,156 8,167 11,323 11,500 25. Travel and transportation 30,129 5,523 19,183 24,707 25,000 26. Staff/volunteer development 4,820 3,094 2,065 5,159 6,000 27. Specific assist. - individuals 28. Membership dues 6,930 3,288 3,868 7,157 7,200 29. Awards and grants 86,552 2,897 80,000 82,897 75,000 30. Payments to affiliated organizations 31. Miscellaneous expenses 32,062 11,052 9,232 20,283 21,000 31a. Advertising & Promotions 13,893 6,444 6,708 13,152 13,500 31b. Activities & Appreciation 30,393 8,968 22,300 31,268 31,500 31 c. 32. TOTAL EXPENSES 1 1,463,375 569,707 1 921,360 1,491,067 1,516,154 C, • • 248 • • Total Program Budget Agency/Program Name: Gifford Youth Achievement Center. Inr_ REVENUES FY 15116 10/1A5 TO 9/30/16 ACTUAL FY 16117 10/1/16 TO 2/28/17 ACTUAL 5 MONTHS FY 16117 03/01/17 TO 9/30/17 EST. (7) MONTHS TOTAL FY 2016/2017 FY 2017/2018 10/1/16 TO 9130/17 BUDGET 1. Contributions 50,660.45 23,009.13 15,634.50 38,643.63 42,000.0 2. Special events 3. Legacies/Bequests 4. Supplemental fundraising 241544.98 128,947.96 137000.09 265,948.05 260498.71 5. United Way of IRC 5a. United Way of Martin Co. 5b. United Way of St. Lucie Co. 6. Membership dues 7. Program service fees 17,499.90 3,975.60 15,780.00 .19,755.60 21,200.00 8. Profit on sales to public 9. Investment income 10. Other income 10a. Rental income 7,332 2,600 4,081 6,681.00 7,000 10b. Grant Income 10c. IRC - OMB 90,000 39,000 50,750 89,750.00 96,500 10d. GYAC Foundation 11. Reserve funds available for operating 12. TOTAL REVENUES 407,037.08 197,532.69 223,245.59 420,778.28 427,198.71 EXPENDITURES 13. Salaries 173,990.17 78,527.84 118,748.32 197,276.16 203,194.35 14. Employee benefits 15. Payroll taxes/Unemploy. Comp. 15,310.25 8,007.38 11,084.25 19,091.63 17,544.37 16. Professional fees 17. Supplies 28,805 6,408 16,715 23,122.62 23,000 18. Telephone 8,784.67 7,258.59 6,510.00 13,768.59 14,260.00 19. Postage and shipping 874.83 730.23 839.98 1,570.21 1,575.00 20. Occupancy (Buildings and grds.) 25,851 10,047 16,742 26,788.79 27,500 21. Utilities 31,340 12,529 17,617 30,145.71 30,500 22. Insurance 74,332.73 29,003.54 44,499.47 73,503.01 73,625.00 23. Rental and Maint. Equipment 32,842 9,679 14,510 24,188.83 24,500 24. Printing and publications 14,907 3,156 8,167 11,322.73 11,500 25. Travel and transportation 26. Staff/volunteer development 27. Specific assist. - individuals 28. Membership dues 29. Awards and grants 30. Payments to affiliated organizations 31. Miscellaneous expenses 31a. 31b. 131c. 32. TOTAL EXPENSES 407,037.08 165,346.54 255,431.74 420,778.28 427,198.71 W, V Salaries • • 250 • • PROGRESSIVE CI VIC LEAGUE GIFFORD,, INC. • 251 AGENCY REQUEST FOR FUNDING FROM Indian River COUNTY FISCAL YEAR 2017/2018 A. Program Cover Page • Agency: Contact Person Title: Address: Website Address: Program Title: Gifford Progressive Civic League Telephone Godfrey E. Gipson Fax: Director E -Mail: 4855 43rd Avenue Vero Beach, FL 32967 (772) 567-1435 (772) 569-5563 APR 1 1 2017 I certify that information contained in this application accurately reflects the activities of this agency and that the expenditures or portions thereof for which County funds are being requested are not reimbursed by any other source. Signature Godfrey E. Gipson, Director Print name and title brier aescripnon of the Program for which tunding is requested: A. Voting precinct for local and national elections B. ' Meals on wheel lunch five (5) days per week C. Community Organizations meetings weekly and monthly D. School relative activities E. Town Hall meetings F. Health Care check-ups G. Church held functions H. Gifford Youth Orchestra weekly practices I. Alzheimer and Parkinson Association IRC, Inc. on Monday and Thursday's aununar r-epun Amount requested from Indian River County for 2017/2018: $ 12,185.00 Total Proposed Program budget for 2017/2018: $ 12,185.00 Percent of total Program budget: % Current Funding (2016/2017) $ Dollar increase / (decrease) in request: $ Percent increase / decrease in request: �� ICI.�UCJL II II:ICdSCU oho ul (!lure, Dnefiy expiam wny: The Organization's Board of Directors has approved this a • Joe Idlette, III Name of President/Chair of the Board Godfrey E. Gipson Name of Exec. Director/CEO on ( Signatur��/ ' .Q 253 B. Organizational Capability 1. Provide the mission statement and vision of your organization: Mission Statement: The mission of the Progressive Civic League of Gifford is to improve the social, economic and educational status of the citizens in the community with the goal of promoting pride and good citizenship. vision. 2. Provide a brief summary of your organization, including areas of expertise, accomplishments and served. 3. bnetiy Inst any certitications and/or accreditations obtained b N/A • • 254 • • U B. Organization Capability (Continued) 4. How does your program differ from similar ones provided in the community? Prim rin thn nrnr,rnm, com cement those offered by other agencies? I Our program differs from similar ones in the community by continuing to design and implement successful programs that enhance the quality of life for our citizens, and the collaboration and coordination with community agencies so that there is no duplication of program services. 5. Please describe the staffing requirements of these oroorams RP snPrific in inrlirafinrr fi— n„ „1— - . _—_ -r ��••••• ••• •......vu..,.y a„� IILIII/IJGI VI aid professional positions and aid support staff ositionsv There are no paid positions. ruviarns uuuze vulunieers! Ir yes, please briefly describe. The Gifford Community Center utilizes approximately thirty three (33) volunteers. Over 11,200 volunteer hours were provided during 2014 in building maintenance, tutoring, and supervision of activities, special events, ground maintenance, counseling and mentoring. 7. Description of the countywide purpose the funds will be used for These funds are used to assist in paying for repairs, cleaning, material supplies, insurance and booking and auditing services. 255 C. Board of Directors 1. Name: Address: Joe Idlette, III, President 457057 th Avenue, Vero Beach, FL 32967 Donald Hart, Vice -President 429545 th Lane, Vero Beach, FL 32967 Sharon Kolor, Secretary 545 Honeysuckle Lane, Vero Beach, FL 32967 Mary B. McKinney, Treasurer 5616 41st Street, Vero Beach, FL 32967 Rev. Bennie Rhyant, Chaplin P.O. Box 5214, Vero Beach, FL 32961 Teddy Floyd, Parliamentarian 4735 43rd Avenue, Vero Beach, FL 32967 Joe Idlette, Jr., At -Large 473058 th Avenue, Vero Beach, FL 32967 Godfrey Gipson, Director Gifford Community Center 4136 57th Avenue, Vero Beach, FL 32967 L. UUCS YUUF 00aro or uirectors set the poticies .tor your agency Yes, the Board of Directors sets the policies for our agency. .s. is mere a quorum requirement tar Board members attendance at your agency board meetings? Yes, the quorum requirement for Board members attendance is two-thirds at our agency board meetings. 4. urease expiam the rotating volunteer structure of your Board members and officers. Board members may remain in an office for two years and then rotate on a volunteer basis. 256 • :i • [7 � 0 � 0 D. Finances 1. Does your Board approve the annual budget and review regular financial reports of the operating budget and capital tuncds? clow orten is tnis review conoucteo r Yes, our Board approves the annual budget and reviews regular financial reports of the operating budget and capital funds. These reviews are conducted at every Executive Board meeting and at each monthly regular meeting. 2. Does any outside organization (such as a governmental unit) conduct periodic evaluations of the agency's finances, management or programs.? It yes, list the Yes, at the end of each audit year. 3. Are there any pending legal actions, claims, or disputes against your agency No, there are no pending legal actions, claims, or disputes against our agency. 4. Check the financial year (agency's fiscal year) that you are using for this budget report. July 1 —June 30 January 1 — December 31 X Other, please specify October 1st - September 30th 257 E. Financials TOTAL AGENCY BUDGET AGENCY/PROGRAM NAME: REVENUES FY 15116 10/1/15 TO 9/30/16 ACTUAL FY 16117 10/1/16 TO 2/28/17 ACTUAL5 MONTHS FY 16/17 03/01/17 TO 9/30/17 EST. (7) MONTHS TOTAL FY 2016/2017 FY 2017/2018 10/1/17 TO 9/30/18 PROPOSED BUDGET 1. Contributions $2,500.00 $1,200.00 $1,000.00 $2,000.00 $2,500.00 2. Special events $3,200.00 $1,100.00 $2,600.00 $3,600.00 $4,400.00 3. Legacies/Bequests 4. Supplemental fundraising $1,800.00 5. United Way of IRC 5a. United Way of Martin Co. 5b. United Way of St. Lucie Co. 6. Membership dues 7. Program service fees $3,300.00 $1,200.00 $2,300.00 $3,000.00 $4,800.00 8. Profit on sales to public 9. Investment income 10. Other income 10a. IRC Commission $12,825.00 $6,092.00 $6,093.00 $12,185.00 $12,185.00 10b. Volunteer $11,200.00 $6,600.00 $9,500.00 $16,000.00 $13,000.00 10c. 10d. 11. Reserve funds available for operating 12. TOTAL REVENUES EXPENDITURES 13. Salaries 14. Employee benefits 15. Payroll taxes/Unemploy. Comp. 16. Professional fees 17. Supplies 18. Telephone 19. Postage and shipping 20. Occupancy (Buildings and grds.) 21. Utilities 22. Insurance 23. Rental and Maint. Equipment 24. Printing and publications 25. Travel and transportation 26. Staff/volunteer development 27. Specific assist. - individuals 28. Membership dues 29. Awards and grants 30. Payments to affiliated organizations 31. Miscellaneous expenses 31 a. 31 b. ` -31c. 32. TOTAL EXPENSES $33,025.00 $16,192.00 $21,493.00 $36,785.00 $38,685.00 258 C -I • • • • • F. Financials TOTAL PROGRAM BUDGET AGENCY/PROGRAM NAME: REVENUES FY 15/16 10/1 /15 TO 9/30/16 ACTUAL FY 16117 10/1/16 TO 2/28/17 ACTUAL5 MONTHS FY 16/17 03/01/17 TO 9/30/17 EST. (7) MONTHS TOTAL FY 2016/2017 FY 2017/2018 10/1/17 TO 9/30/18 PROPOSED BUDGET 1. Contributions $2,700.00 $2,400.00 $ 600.00 $ 800.00 $2,500.00 2. Special events $3,000.00 $1,300.00 $2,000.00 $3,000.00 $4,400.00 3. Legacies/Bequests 4. Supplemental fundraising $1,500.00 5. United Way of IRC 5a. United Way of Martin Co. 5b. United Way of St. Lucie Co. 6. Membership dues 7. Program service fees $3,500.00 $4,600.00 $2,200.00 $3,300.00 $4,500:00 8. Profit on sales to public 9. Investment income 10. Other income 10a. $12,825.00 $5,325.00 $7,500.00 $12,825.00 $12,825.00 10b. $ 8,300.00 $5,500.00 $7,500.00 $13,300.00 $14,600.00 10c. 10d. 11. Reserve funds available for operating 12. TOTAL REVENUES EXPENDITURES 13. Salaries 14. Employee benefits 15. Payroll taxes/Unemploy. Comp. 16. Professional fees 17. Supplies 18. Telephone 19. Postage and shipping 20. Occupancy (Buildings and grds.) 21. Utilities 22.Insurance 23. Rental and Maint. Equipment 24. Printing and publications 25. Travel and transportation 26. Staff/volunteer development 27. Specific assist. - individuals 28. Membership dues 29. Awards and grants 30. Payments to affiliated organizations 31. Miscellaneous expenses 31a. 31 b. 31 c. 32. TOTAL EXPENSES $30,325.00 $19,125.00 $19,800.00 $33,225.00 $40,325.00 259 G. SALARIES Title of Position New Position (yes or no) No. of Hrs. per week FY 2015/2016 Actual FY 2016/2017 Budget FY 2017/2018 Projected Budget Percentage of proposed increase 1 NO SALARIES 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 ' 17 18 19 20 GRAND TOTAL —ALL SALARIES 260 10 • • • HUMANE SOCIETY OF VERO BEA CH AND INDIANRIVER COUNTY INC. 261 • HUMANE SOCIETY OF VERO BEACH AND INDIAN RIVER COUNTY, INC. ANIMAL HOUSING FY 2017/2018 — Indian River County will pay $85.00 per animal for each animal received, excluding requested euthanasia, foster pets, and out -of -county animals. The current contract began May 1, 2017 and will end April 30, 2020 to provide animal shelter services for Indian River County. • • 263 2016/2017 Budget 2017/2018 Recommended Increase Percentage Change Humane Society $395,547, $395,547 $0 0.00% • • 263 0 • TREASURE COAST HOMELESS SERVICES COUNCIL, INC. 265 a TREASURE COAST HOMELESS SERVICES COUNCIL, INC. 2525 St. Lucie Avenue Vero Beach, FL 32960 irhsclh@aol.com www.tchelpsPot.org 772-567-7790 Indian River County Grant Application 2017-2018 Indian River County Board of County Commissioners Office of Management & Budget 1801 27th Street Vero Beach, FL 32960 267 AGENCY REQUEST FOR FUNDING FROM Indian River COUNTY A. Program Cover Page FISCAL YEAR 2017/2018 Agency: Treasure Coast Homeless Services Telephone: 772-567-7790 ext.12 Contact Person: Louise Hubbard Fax: 772-567-5991 Title: Executive Director E -Mail: irhsclh@aol.com Address: 2525 St. Lucie Avenue Vero Beach, FL 32960 Website Address: www.tchelpspot.org , Program Title: Homeless Resource Center I certify that information contained in this application accurately reflects the activities of this agency and that the expenditures or portions thereof for which County funds are being requested are not reimbursed by any other source. Louise Hubbard, Executive Director ture Print name and title Brief descri tion of the Pro ram for which funding is requested: Treasure Coast Homeless Services Council Resource Center provides direct financial assistance to individuals and families to prevent homelessness by avoiding evictions and to end homelessness through rapid rehousing. The Council, as the lead agency for the HUD continuum of care, secures a wide variety of state, federal and local funding through aggressive grant writing to secure the funds necessary to provide this service to Indian River County residents. In partnership with the Board of County Commissioners, the Council secures HUD funding for permanent supportive housing which keeps approximately 151 disabled homeless persons in fair market housing. It manages and oversees the tenants rental assistance and intervenes with landlords to sustain clients in the housing. As the lead agency for coordinated intake and assessment the council provides licenses, training and access to the Homeless Management Information System which allows for coordinated intake, assessment and service delivery among multiple Indian River provider agencies. This function facilitates tracking of clients throughout the service delivery system and avoids costly duplication of services. The Council also provides Supportive Services to Veterans Families which include prevention and rapid rehousing for eligible Veterans and their families. Summary Renort Amount requested from Indian River County for 2017/2018: $15,270 Total Proposed Program budget for 2017/2018: . $713,319 Percent of total Program budget: Current Funding (2016/2017) 02% $15,270 Dollar increase / (decrease) in request: $0 Percent increase / decrease in request: If request increased 5% or more briefly explain whv: % The Organization's Board of Directors has approved this TQdd Heckman Chair Name of President/Chair of the Board Louise Hubbard Executive Director Name of Exec. Director/CEO 0PP11L;aylVnrvn gaje); • Signature • Signature 268 B. Organizational Capability 1. Provide'the mission statement and vision of your organization: Mission Statement: • Ft- Vision: prevent and end homelessness through providing fair housing opportunities anresidents of Indian River County. Homelessness is a rare, brief and non recurring event in Indian River County. The Homeless Resource center is efficient and effective in contributing to the self sufficiency and economic sustainability of Indian River County residents through the provision of safe, affordable housing. 2. Provide a brief summary of your organization, including areas of expertise, accomplishments and population served. Currently the total Federal and State grant funds secured on behalf of agencies and programs in the Continuum of Care since 2000 is in excess of 26 million dollars. This year, 60% of the Federal fundin, including Emergency Solutions Grants funding was expended in Indian River County. These funds are g paid.directly to landlords in the community and are reported and accounted for via monthly reporting in a Federal grants management systems, APRs and Quickbooks Pro. The agency has successfully continued to track clients, programs and services among 65 licensed end users of our Homeless Management Information System and continually trains new end users to do intake, assessment and services reporting. The Council continues to successfully own and manage 18 units of affordable • housing in Indian River County which were secured using Indian River County NSP1 funding. To date this program continues to be very successful. Annually, the agency screens and triages more than one thousand homeless and near homeless persons for assistance. 3. Briefly list any certifications and/or accreditations obtained by your agency. Certified by State Office on Homeless, as the Lead Agency to secure Federal Emergency Solutions funding for prevention and rapid rehousing and to secure Challenge Grant funding for programs and services development and support. HUD Certified Continuum of Care, FL509 to secure rental assistance for permanent supportive housing for Indian River County and HMIS for coordinated intake, data management and coordination Certified Housing Inspection Agency for HUD Housing Quality Standards Supportive Services for Veterans Families, Veterans Administration certified housing inspector. • 269 B. Organization Capability (Continued) 4. How does your program differ from similar'ones provided in the community? How do the programs complement those offered by other agencies? There are no other similar programs in the community or on the Treasure Coast. Our primary function as • the Continuum of Care is to secure Federal funding on behalf of Indian River County to house severely mentally ill persons who were homeless from returning to homeless by qualifying them for Rental Assistance funds through HUD. These funds are directed to landlords at fair market rental rates. Staff completed full assessment of each client, finds appropriate landlords, inspects properticontinues in kind and es and to monitor recipients on a monthly basis to assure that they remain housed by securing d matching services from New Horizons of the Treasure Coast, Project Response. PATH and the FACT Team. This assures that this population remains in Fair Market housing and not in jail, in the hospital emergency room, in psychiatric facilities or literally on the streets. Also, as the Lead Agency for the State Office on Homelessness there is no other agency qualified to secure Emergency Solutions or Challenge Grant funding which is used to prevent homeliness in Indian River County and to pay landlords to keep Indian River County residents from being evicted. Also, there are no other similar programs qualified to continue tomanage Neighborhood Stabilization Fair Market Rental Housing under covenant with Indian River County, as we were the qualified non profit partner with Indian River County under NSP1. 5. Please describe the staffing requirements of these programs. Be specific in indicating the number of paid professional positions and paid sup ort staff positions There are eleven paid professional positions, one of whom is a consultant. We do not have support staff. 6. Do these programs utilize volunteers.? If es, please briefly describe. Our Board of Directors as well as our Executive Board of Directors all serve in a volunteer capacity to complete strategic planning, policy direction and performance measurement. Annually multiple providers and volunteers participate in the Point In Time Count of sheltered and unsheltered persons. As the lead agency for the Continuum of Care and we routinely outsource our direct staff to other agencies in the community to assist them with providing direct services at their locations. We use a coordinated intake and assessment process, including uniform tools and pre-screening documents which are shared by all member agencies of the CoC. Our HMIS Administrator provides ongoing Help Desk functionality to all licensed end users. Our Data Quality Coordinator provides ongoing assistance to member agencies to assure the accuracy of their reporting. Some staff of other provider agencies are volunteers who work directly with us to meet the basic needs of our clients for food, clothing and furniture. A major source of volunteer assistance is the collaboration we have with the food pantries, the Public Housing Authority and several churches in our COC. The Vietnam Veterans organization are volunteers who work with us to find housing for Veterans and set up the household once housing is secured and assure that they have transportation to supportive services. • 270 7. Description of the countywide purpose the funds will be used for. F nds will be used to support the operations of the Treasure Coast Homeless Services Council which rries out the responsibilities of the Continuum of Care and also provides direct services through the meless Resource Center to prevent and end homelessness, particularly for women with children, elderly disabled adults and Veterans who are homeless. • 271 C. Board of Directors- Executive Board 1. Name: Todd Heckman -Chairman Bradley Bernauer John Romano Anita Cocoves Shaun Fedder-Treasurer Jackie Muphy Ken Felton Sally Fusco Louise Hubbard, Executive Vice President See attachment for CoC Board members Address: Life Care Planners, Vero Beach Indian River County Community Services, Vero Beach New Horizons of the Treasure Coast, Ft. Pierce Martin County Human Services, Stuart Client First Advisory Group, Vero Beach Northern Trust Bank, Beachland Blvd. Vero Beach Brown and Brown, Vero Beach P and C Bank, Vero Beach Treasure Coast Homeless Services, Vero Beach 2. Does your Board of Directors set the olicies for your agency? Yes Policies are vetted with the Continuum of Care Board of Directors based on HUD priorities and best practices. The Board annually identifies the target populations who are considered priority for service based on a needs assessment and community demographics. 3. Is there a quorum requirement for Board members attendance at your agency board meetings? Yes, 51 percent of membership must be present to conduct business. ' 4. Please explain the rotating volunteer structure of your Board members and officers. Annual elections provide for the rotation of one third of the membership of the Board of Directors, annually. Rotation is accomplished by staggering terms of office for one, two or three years. All Board members are volunteers who use the CoC nominating process to request Board Membership. This process is conducted annually. No Board members are compensated. • • • 272 • D. Finances 9. Does your Board approve the annual budget and review regular financial reports of the operating budget and capital funds? How often is this review conducted? Yes. CoC Board ratifies Annual Budget after Executive Committee, develops and approved annual budget. Executive Committee reviews "budget to actual" reports monthly and CoC Board reviews and approves "Quarterly budget to actual reports" 2. Does any outside organization (such as a governmental unit) conduct periodic evaluations of the agency's finances, management or programs? If yes list the agencies Yes. Housing and Urban Development Veteran's Administration, VASH Department of Children and Families 3. Are there or 4. Check the financial year (agency's fiscal year) that you are using for this budget report. July 1 — June 30 January 1 — December 31 Other, please specify 273 E. Financials TOTAL AGENCY BUDGET AGENCY/PROGRAM NAME: TREASURE COAST HOMELESS SERVICES COUNCIL FY 15/16 10/1/15 TO . FY 16/17 10/1/16 TO FY 16/17 03/01/17 TO TOTAL FY FY 2017/2018 • 9/30/16 2/28/17 9/30/17 2016/2017 10/1/17 TO 9/30/18 REVENUES ACTUAL ACTUAL 5 EST. (7) PROPOSED 1. Contributions 184,958 MONTHS 38,064 MONTHS 53,290 96,889 BUDGET 2. Specnts ial eve 0 0 0 96,889 3. Legacies/Bequests 0 0 0 0 0 4. Supplemental fundraising 0 0 0 0 0 5. United Way of IRC 35,000 16,667 23,333 0 40,000 0 40,000 5a. United Way of Martin Co. 0 0 0 5b. United Way of St. Lucie Co. 0 0 0 0 0 6. Membership dues 0 0 0 0 0 7. Program service fees 0 0 0 0 0 8. Profit on sales to public 0 0 0 0 0 9. Investment income 0 0 0 0 0 10. Otherincome-ESG, SSVF„HMIs, HUD Planning 222,982 121,492 170,089 0 291,581 0 291,581 10a.DCF Staffing 86,500 42,410 59,374 101,784 101,784 10b.County Grants(3) 62,500 26,154 36,616 62,770 62,770 10c.Challenge Grant 0 12,708 17,792 30,500 30,500 10d. NSP (SLC, IRC) 96,988 39,721 55,609 11. Reserve funds available for operating 12. TOTAL REVENUES 688, 928 297,216 416,103 ,319EXPENDITURES13. t95,30W95,33O Salaries 485,224 209,075 292,704 779 14. Employee benefits 361000 15,000 21,000 36,000 36,000 15. Payroll taxes/Unemploy. Comp. 37,120 17,142 23,998 41,140 41,140 16. Professional fees 48,500 19,542 27,358 46,900 46,900 17. Supplies 4,000 1,667 2,333 4,000 4,000 18. Telephone 8,4183,542 4,958 8,500 8,500 19. Postage and shipping 1,000 417 583 1000 1000 20. Occupancy (Buildings and grds.) 3000 1,4582,042 3,500 3,500 21. Utilities 0 22. Insurance 7500 3,333 4,667 8,000 8,000 23. Rental and Maint. Equipment 42636 18,750 26,250 45,000 45,000 24. Printing and publications 0 25. Travel and transportation 12500 5,625 7,875 13,500 13,500 26. Staff/volunteer development 0 27. Specific assist. - individuals 0 28. Membership dues 3030 1,667 2,333 4,000 4,000 29. Awards and grants 0 30. Payments to affiliated organizations 0 31. Miscellaneous expenses 0 31 a. 31 b. 1 c. L2. TOTAL EXPENSES 688,928 297,216 416,103 713,319 713,319 • 274 • • F. Financials TOTAL PROGRAM BUDGET AGENCY/PROGRAM NAME: TREASURE COAST HOMELESS SERVICES COUNCIL REVENUES r r '1011b 10/1 /15 TO 9/30/16 ACTUAL t Y 16117 10/1 /16 TO 2/28/17 ACTUAL5 MONTHS FY 16117 03/01/17 TO 9/30/17 EST. (7) MONTHS TOTAL FY 2016/2017 FY 2017/2018 10/1 /17 TO 9/30/18 PROPOSED BUDGET 1. Contributions 184,958 38,064 53,290 96,889 96,889 2. Special events 0 0 0 0 0 3. Legacies/Bequests 0 0 0 0 0 4. Supplemental fundraising 0 0 0 0 0 5. United Way of IRC 35,000 16,667 23,333 40,000 40,000 5a. United Way of Martin Co. 0 0 0 0 0 5b. United Way of St. Lucie Co. 0 0 0 0 0 6. Membership dues 0 0 0 0 0 7. Program service fees 0 0 0 0 0 8. Profit on sales to public 0 0 0 0 0 9. Investment income 0 0 0 0 0 10.Otherincome 222,982 121,492 170,089 291,581 291,581 10a. 86,500 42,410 59,374 101,784 101,784 10b. 62,500 26,154 36,616 62,770 62,770 10c. 0 12,708 17,792 30,500 30,500 10d. 96,988 39,721 55,609 95,330 95,330 11. Reserve funds available for operating 12. TOTAL REVENUES 6883928 297,216 416,103 713,319 713,319 EXPENDITURES 13. Salaries 485,224 209,075 292,704 501,779 501,779 14. Employee benefits 36,000 15,000 21,000 36,000 36,000 15. Payroll taxes/Unemploy. Comp. 37,120 17,142 23,998 41,140 41,140 16. Professional fees 48,500 19,542 27,358 46,900 46,900 17. Supplies 4;000 1,667 2,333 4,000 4,000 18. Telephone 8,418 3,542 4,958 8,500 8,500 19. Postage and shipping 1,000 417 583 1000 1000 20. Occupancy (Buildings and grds.) 3000 1,458 2,042 3,500 3,500 21. Utilities 0 22. Insurance 7500 3,333 4,667 8,000 8,000 23. Rental and Maint. Equipment 42636 18,750 26,250 45,000 45,000 24. Printing and publications 0 25. Travel and transportation 12500 5,625 7,875 13,500 13,500 26. Staff/volunteer development 0 -6-- 27. Specific assist. - individuals 28. 28. Membership dues 3030 1,667 2,333 4,000 4,000 29. Awards and grants 0 30. Payments to affiliated organizations 0 31. Miscellaneous expenses 0 31 a. 31 b. 31 c. 32. TOTAL EXPENSES 688,928 297,216 416,103 713,319 713,319 275 G. SALARIES Title of Position 1 Executive Director New Position (yes or no) no No. of Hrs. per week 40 FY 2015/2016 Actual 90,000 FY 2016/2017 Budget 90,000 FY 2017/2018 Projected Budget of propose f propose increase 90,000 0 2 Assistant Directorno 40 50,000 50,000 50,000 0 3 Office Manager/Bookkeeper no 40 23,445 40,000 40,000 0 4 Resource Center Manager no 40 45,000 45,000 45,000 0 5 Case Manager no 40 E 40,000 40,000 40,000 0 6 Data Quality Manager no 40 36,779 36,779 36,779 0 7 SSVF Program Coordinator no 40 40,000 40,000 40,000 0 8 NSP Property Manager no 40 40,000 40,000 40,000 0 9 Housing Inspector no 40 40,000 40,000 40,000 0 10 Case Manager no 40 40,000 40,000 40,000 0 11 HMIS Administrator No 40 40,000 40,000 40,000 0 12 13 14 15 16 17 18 19 20 GRAND TOTAL -ALL SALARIES 485,224 501,779 501,779 0 • 276 0 • • DORI SLOSBERG DRIVER EDUCATION SAFETY ACT INDIAN RIVER COUNTY SCHOOL DISTRICT W&A VA r INDIAN RIVER COUNTY DORI SLOSBERG DRIVER EDUCATION SAFETY AC APR 13 2017 GRANT PROGRAM SECTION A. APPLICANT INFORMATION Identify the agency or organization and official who is authorized to execute any grant related documents: 1. Applicant Name: School District of Indian River County 2. Address: 6500 57th Street, Vero Beach, FL 32967 3. Telephone Number: 772-564-3209 Fax: 4. Authorized Official: Dr. Deborah Long 5. Fiscal Officer: Carter Morrison 7 Program Director: Deborah Long Federal Identification Number: 59-6000673 8. Status: Public School X Non -Public School SECTION B. PROGRAM INFORMATION 1. Program Name: Driver's Education 2. Program Type: Curriculum Programming 3. Total program budget (attach copy of proposed program budget) $48,000 4. Amount of grant funds requested- $48 Qn 5. List other and/or potential funding sources for the program and any matching requirements for such funds: Funding Source: Amount: N/A 6. Estimated number of students to be served: 120 7. Cost per participant: Amount of funds requested divided by estimated number of students served: 400.00 279 SECTION C. CERTIFICATION I do hereby certify that all facts, figures and representation made in this application are true and correct. Furthermore, all applicable statutes, regulations and procedures for • program compliance and fiscal control shall be implemented to insure proper accountability of any grant funds awarded. I further certify that the funds requested in this application shall not supplant funds that would otherwise be used for the purpose set forth in this application. The filing of this application has been authorized by the ant A ,licant and I have been duly authorized td act as the representative of the G nt ppl cant in ith this application. Date: Authorized Official's Signature Dr. Deborah Long Print Authorized Official's name School District of Indian River County Name of Grant Applicant 280 • • D. Brief description of the Program for which funding is requested: Driver's Education Program • E. Please describe the staffing requirements of these programs. Be specific in indicating the number of paid professional positions and paid support staff positions. Contracted services from Treasure Coast Driving School. F. Description of the countywide purpose the funds will be used for. Driver's Education for School District of Indian River County students: This program provides a hands-on opportunity for students that want to learn to drive. • 281 G. Financials AGENCY/PROGRAM NAME: REVENUES TOTAL PROGRAM BUDGET Dori Slosbera Driver's Education Program FY 2015/2016 FY 2016/2017 FY 2016/2017 10/1/15 TO 10/1/16 TO 03/01/17 TO 9/30/16 2/28/17 9/30/17 ACTUAL ACTUAL5 EST. (7) MONTHS MONTHS TOTAL FY 2016/2017 FY 2017/2018 10/1/17 TO 9/30/18 PROPOSED BUDGET Indian River County Board of County Commissioners — GRANT PROCEEDS $ 23,325 $ 23,325 $ 23,325 $ 46,650 $ 48,000 TOTAL REVENUES $ 23,325 $ 23,325 $ 23,325 $ 46,650 $ 48,000 EXPENDITURES Contract for Driver's Ed services Treasure Coast Driving School $ 46,650 $ 46,650 $ 0 $ 46,650 $ 48,000 TOTAL EXPENSES • • • 282 • • • H. SALARIES Title of Position New Position (yes or no) No. of Hrs. per week FY 2015/2016 Actual FY 2016/2017 Budget FY 2017/2018 Projected Budget centae of p oposed increase 1 N/A 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 GRAND TOTAL — ALL SALARIES 283