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Agenda 09/28/2010 Item #16F 4 Agenda Item No. 16F4 September 28, 2010 Page 1 of 5 EXECUTIVE SUMMARY Recommendation to authorize budget ameudmeuts appropriating approximately $306,198,545.35 of unspent FY 2010 grant and project budgets into fiscal year 2011. OBJECTIVE: Board of County Commissioners' approval of budget amendments which will increase the FY 2011 budget by approximately $306,198,545.35 in the various Capital Projects, Grant and Grant donor matching funds. CONSIDERATIONS: When budgeting for a capital project, usually the budgets are for the entire construction amount, even if the project takes multiple years to complete. Grants on the other hand, usually do not start on October I, most start on the state fiscal year cycle, Ju]y 1 or on a calendar year cycle, January I and usually last for a year or more. In the past, when a grant required matching dollars, the match would be transferred over in the year it was budgeted in. Now that we have a Grants Management module in SAP, match dollars are brought over when needed. This creates a situation of having committed match dollars sitting in the donor fund at year end. So now these remaining match dollars will need to be re- budgeted in the donor fund in FY 2011. In any event, grant, grant match, and capital budgets do not "expire" at the end of the Board's fiscal year, on September 30. The unspent portion of these budgets needs to roll forward into the next fiscal year to avoid disruption in the payment of venders and employees. This action is considered customary and routine in accordance with budgetary practices and the accounting associated with Capital and Grant Funds. Section ]29.06, Florida Statute, mandates that any increase in a fund by the recognition of Carryforward Revenue and increasing the appropriations must be approved by resolution of the Board of County Commissioners after an advcrtised public hearing. (The resolution is in section 17 I in this agenda). The $306,198,545.35 is the amount of unspent budget as of September ]6, 2010. On October 1, SAP will automatically bring over all the unspent budgets in each grant and capital project's fund. The actual amount of the budget amendment may be less than $306,198,545.35 since there is still 14 days remaining (after September ]6) and every dollar spent will reduce the above estimate. If we waited until FY 20]0 closes on September 30 and prepared the roll forward budget amendments, all the capita] projects and grants will not have budgets until the next Board meeting scheduled for October ]2. Venders and employees will not receive payment until after the Board meeting. Be]ow is a recap of Exhibit A listing the primary categories of the estimated roll over amounts in the Capital Projects and Grants totaling $306,] 98,545.35. The categories are listed from most restricted to least restricted in terms of various legislature, statutory, ]egal, policy, program or regulatory constraints. H:\Executive Summary\Carryforward of unspent project budget Agenda Item No. 16F4 September 28, 2010 Page 2 of 5 Grant Funds Donor Funds Providing Grant Match Money Impact Fees Capital Projects Funds User Fees Capita] Projects Funds Gas Tax Capita] Projects Fund Ad Valorem Supported Capita] Projects Funds Tota] Unspent budgets as of 9/1 6/2010 $57,297,863.32 $2, I 88, 134.00 $78,116,337.68 $75,858,908.31 $70,393,475.79 $22.343.826.25 $306,198,545.35 FISCAL IMPACT: Budget amendments in the approximate amount of $306,198,545.35 are needed in FY 20] I to re-appropriate unspent (FY 2010) budget within each capital project, grant and match funds and to recognize a like amount in Carryforward/Grant revenue. Attached is Exhibit A listing each Fund and estimated dollar amount calculated as of September ]6, 2010. On October I, SAP will bring over the precise amount of unspent budget and this amount may be less than $306,198,545.35, depending on the activity over the remaining 14 days left in September. GROWTH MANAGEMENT IMPACT: There is no growth management impact with this carryforward funding request. RECOMMENDATION: Recommendation to authorize budget amendments totaling approximately $306,198,545.35 to re-appropriate unspent (FY 2010) hudget and carry forward for capital projects, grants and match money. PREPARED BY: Susan Usher, Senior Budget Analyst, Office of Management and Budget Mark Isackson, Corporate Financial Operations and Management Services, County Manager's Office H:\Executive Sumrnary\Canyforward of unspent project budget Agenda Item No. 16F4 September 28, 2010 Page 3 of 5 COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS Item Number: Item Summary: 16F4 Recommendation to authorize budget amendments appropriating approximately $306,198,545.35 of unspent FY 2010 grant and project budgets into fiscai year 2011. (Required Pursuant to Section 129.06 Florida Statutes) 9/28/20109:00:00 AM Meeting Date: Approved By OMS Coordinator Date County Manager's Office Office of Management & Budget 9121/201012:41 PM Approved By Susan Usher Office of Management & Budget Management/Budget Analyst, Senior Date Office of Management & Budget 9122120108:27 AM Approved By Mark Isackson ManagemenUBudget Analyst, Senior Date Office of Management & Budget Office of Management & Budget 91221201011:03 AM ^'..----.-.-, ....,~__~._,..~_._. '''~~_'.._"...,..,..._,~..m__...._,_.,."_o.._^___ Breakdown of the Unspent 2010 Project Bndgets to be Added to FY 2011 Bndget Grants: Supervisor of Elections Grant Fund (08]) Sheriffs Grants Fund (115) Miscellaneous Grants Fund (116) Natural Resources Grants Fund (117) Emergency Managements Grants Fund (118) Parks and Recreation Food Service Grant Fund (119) Community Development Block Grants Fund (121) Services for Seniors - County Aging Program Fund (123) American Recovery & Reinvestment Act (ARRA) (125) MPO Grants Fund (128) Library Grants Fund (129) Adoption Awareness Vehicle Tags Fund (170) E91] Wireless Emergency Phone System Fund (J 89) State Housing Incentive Partnership Grant Fund (191) Gordon River Greenway (306) Public Utilties Grant Fund (416) Public Utilties Grant Match Fund (417) Collier Area Transit (CAT) Grant FURd (424) Collier Area Transit (CAT) Grant Match Fund (425) Collier Area Transit (CAT) Enhancements Fund (426) Transportation Disadvantaged Fund (427) Transportation Disadvantaged Grant Fund (428) Transportation Disadvantaged Grant Match Fund (429) Solid Waste Disposal Grants Fund (472) Solid Waste Disposal Grants Fund (475) Solid Waste Disposal Grant Match Fund (476) EMS Gmnt<; Fund (491) Airport Authority Capital Fund (496) Airport Authority - Immokalee Capital Improvements Fund (497) Airport Authority Grant Fund (498) Airport Authority Granl Malch Fund (499) Administrative Services Grant Fund (703) Administrative Services Grant Match Fund (704) Housing Grant Fund (705) Human Services Grant Fund (707) Human Services Grant Match Fund (70S) Public Services Grant Fund (709) Public Services Granl Match Fund (710) Transportation Grant Fund (711) Transportation Grant Match Fund (712) County Managef$ Agency Grant Fund (7 I 3) County Managers Agency Grant Match Fund (714) ARRA Grant Fund (725) Donor Funds Providing Match Money to Grants: General Fund (001) Landscape Capital Fund (112) Services For Seniors (123) Ochope Fire District (146) Conservation Collier (174) Parks and Recreation Capital Projects Fund (306) Road construction - Gas Tax Capital Fund (313) Stormwater Capital Projects Fund (325) County Sewer Capital Projects Fund (414) Transportation Disadvantaged Fund (427) Solid Waste Capital Projects Fund (474) Airport Authority -Immokalec Capital Improvements Fund (497) Impact Fee Capital Projects: (As of 9/16/2010) $ 153,264.11 1,766,442,63 292,105.09 160.729.00 103,179.78 345,044.61 5,916,426.88 1,044,705.39 3,544,455.66 1.233,800.23 704,486,71 ]75,412.11 1.310,475,67 832.126,26 8.2JO,911.12 488,000.00 1,612.000.00 2.689,204.33 36.759,00 4,429,358.72 774,508,57 489,390.00 54,376.33 33.59 35,OSO.OO 1,691.00 ] 10,477.89 721.655.41 1,587,887.32 143.500.00 35.000.00 75,000.00 137.600.00 13.529.198,19 1,002,749.68 120,398.45 93,082.00 31.227.00 Y]9,213.24 12,250.00 123.491.38 15,991.38 2.194.572.59 57.297.863.32 s 15,401.00 12.250.00 ]46,400.00 4,705.00 137.600.00 31.227.00 36.759.00 39.329.00 1,662.000.00 h5.270.00 1.693.00 35.000,00 2.188.134.00 Agenda Item No. 16F4 September 28,2010 Page 4 of 5 Exhibit A 9/20/2010 12:20 PM Agenda item No. 16F4 September 28, 2010 Page 5 of 5 Breakdown of the Unspent 2010 Project Budgets to be Added to FY 2011 Budget Road Impact Fee - District I Fund (331) Road impact Fee - District 2 Fund (333) Road Impact Fee - District 3 Fund (334) Road Impact Fee - District 4 Fund (336) Road Impact Fee - District 6 Fund (338) Road Impact Fee ~ District 5 Fund (339) Regional Park Impact Fee Fund (345) Community and Regional Parks Impact Fee - Unincorporated Area Fd (346) EMS Impact Fee Fund (350) Library Impact Fee Fund (355) Community Park Impact Fee - Naples and Urban Collier Fund (368) Ochopee Fire Control District Impact Fee Fund (372) Isle of Capri Impact Fee Fund (373) Correctional Facilities Impact Fee Fund (38]) Law Enforcement Impact Fee Fund (385) Government Facilities Impact Fee Fund (390) Water Impact Fees Capital Projects Fund (411) County Sewer System Development Capital Fund (413) User Fees Capital Projects: Pine Ridge Industrial Park MSTU (132) Naples Production Park MSTD (138) Court Maintenance Fund (181) TOC Beach Park Facilities Fund (183) TDC - Beach Renourishment and Pass Maintenance Fund (195) (TDC) Museum Capital Projects Fund (3 14) Library Capital Projects Fund (307) Community Development System Development Capital Fund (3 J 0) Clam Bay Restoration Capital Fund (320) Pelican Bay Irrigation and Landscape Capital Fund (322) Water-Sewer Special Assessments Fund (409) Water User Fees Capital Projects Fund (412) County Sewer Capital Projects Fund (4] 4) County Water~Sewer Capital 2006 Bond Fund (415) Solid Waste Capital Projects Fund (474) Countryside Privacy Wall Fund (630) Gas Taxes Capital Projects: Road construction - Gas Tax Capital Fund (3] 3) Ad Valorem Capital Projects: MSTD Landscaping Projects Fund (112) County-wide Capital Projects Fund (30]) Parks and Recreation Capital Projects Fund (306) Stonnwater Capital Projects Fund (325) Grand Total Exhibit A (As of 9/16/2010) 15,601,789.36 3,715,152.41 484,730.05 18,804,675.12 12,234,369.28 8,900,308.83 48,419.23 8,295,078.60 71,890.67 1,660,999.16 173,713.39 2,178.93 73,884,88 301,792.74 461,500.96 2,514,890.16 2,693,607,03 2,077.356.88 $ 78.116.337.68 3,705,939.13 SpAssesslTIent 2,959,866.61 SpAssessment 1,916,322.17 Court Fines & Fees 7,017,819.89 YDCtax 5,331,<\02,26 TOCtax 778,257.46 mCtax 456,585.83 Private Contributions 552,191.62 CDESfees 163,612.67 SpAssessment 2,115,871.47 SpAssessment 581.00 SpAssessment 17,447,154.61 Water-User fees 25,314,960.30 Sewer User fees 1,762,463.69 Bond money 6,330,244,46 Solid Waste fees 5.435.14 PrivateContnbutions $ 75.858.908.31 $ 70.393.475.79 472,532.50 12,450,697.76 2,653,934.84 6.766,661. I 5 $ 22.343.826,25 $ 306.198.545.35 9/20/201012:20 PM