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Backup Documents 02/26/2019 Item #13A
Collier County, Florida Comprehensive Annual Financial Report Year Ended September 30, 2018 On the cover: Lake Avalon at Sugden Regional Park COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR FISCAL YEAR ENDED SEPTEMBER 30, 2018 COLLIER COUNTY, FLORIDA BOARD OF COUNTY COMMISSIONERS ANDY SOLIS, ESQ., CHAIRMAN – DISTRICT 2 WILLIAM L. MCDANIEL, JR. VICE‐CHAIRMAN – DISTRICT 5 DONNA FIALA – DISTRICT 1 BURT SAUNDERS, ESQ. – DISTRICT 3 PENNY TAYLOR – DISTRICT 4 COUNTY MANAGER LEO E. OCHS, Jr. COUNTY ATTORNEY JEFFREY A. KLATZKOW CLERK OF THE CIRCUIT COURT AND COMPTROLLER CHIEF FINANCIAL OFFICER CRYSTAL K. KINZEL DIRECTOR OF FINANCE AND ACCOUNTING DEREK M. JOHNSSEN, CPA Prepared by the Office of the Clerk of the Circuit Court, Finance and Accounting Department COLLIER COUNTY, FLORIDA COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 2018 TABLE OF CONTENTS INTRODUCTORY SECTION Page Transmittal Letter .................................................................................................................................................................. i Certificate of Achievement ................................................................................................................................................. vii Organizational Chart ........................................................................................................................................................... viii FINANCIAL SECTION Independent Auditors’ Report ............................................................................................................................................. 1 Management’s Discussion and Analysis (Unaudited) ........................................................................................................ 4 Basic Financial Statements: Statement of Net Position ............................................................................................................................................ 16 Statement of Activities .................................................................................................................................................. 18 Balance Sheet – Governmental Funds ......................................................................................................................... 20 Reconciliation of the Balance Sheet of Governmental Funds to the Statement of Net Position .............................. 21 Statement of Revenues, Expenditures and Changes in Fund Balances – Governmental Funds ................................. 22 Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds to the Statement of Net Position .............................................................................................................. 23 General Fund ‐ Statement of Revenues, Expenditures and Changes in Fund Balances – Budget and Actual (Budgetary Basis) ................................................................................................................................................. 24 Bayshore Gateway Community Redevelopment Agency ‐ Statement of Revenues, Expenditures and Changes in Fund Balances – Budget and Actual (Budgetary Basis) ...................................................................................... 27 Immokalee Community Redevelopment Agency ‐ Statement of Revenues, Expenditures and Changes in Fund Balances – Budget and Actual (Budgetary Basis) ...................................................................................... 28 Statement of Net Position – Proprietary Funds ............................................................................................................ 29 Statement of Revenues, Expenses and Changes in Fund Net Position – Proprietary Funds ...................................... 31 Statement of Cash Flows – Proprietary Funds .............................................................................................................. 32 Statement of Fiduciary Net Position – Agency Funds ................................................................................................... 34 Notes to the Financial Statements ................................................................................................................................ 35 Required Supplementary Information .............................................................................................................................. 84 Combining and Individual Fund Financial Statements and Other Supplemental Information: Nonmajor Governmental Funds Combining Balance Sheet ................................................................................................................................................... 92 Combining Statement of Revenues, Expenditures and Changes in Fund Balances ........................................................ 100 Combining Schedule of Revenues, Expenditures and Changes in Fund Balances ‐ Budget and Actual (Non‐GAAP) .... 108 Nonmajor Enterprise Funds Combining Statement of Net Position ............................................................................................................................. 134 Combining Statement of Revenues, Expenses and Changes in Net Position ................................................................. 135 Combining Statement of Cash Flows ................................................................................................................................ 136 Internal Service Funds Combining Statement of Net Position ............................................................................................................................. 138 Combining Statement of Revenues, Expenses and Changes Net Position ..................................................................... 139 Combining Statement of Cash Flows ............................................................................................................................... 140 Fiduciary Funds Combining Statement of Fiduciary Net Position ............................................................................................................. 142 Combining Statement of Changes in Fiduciary Net Position ........................................................................................... 143 COLLIER COUNTY, FLORIDA COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED SEPTEMBER 30, 2018 TABLE OF CONTENTS ‐ CONTINUED Component Units Combining Statement of Net Position .............................................................................................................................. 146 Combining Statement of Activities ................................................................................................................................... 147 Other Supplemental Information Schedule of Receipts and Expenditures of Funds Related to the Deepwater Horizon Oil Spill ...................................... 150 STATISTICAL SECTION (UNAUDITED) Net Position by Component .............................................................................................................................................. 152 Change in Net Position ..................................................................................................................................................... 154 Governmental Activities Tax Revenues by Source ........................................................................................................... 156 Fund Balances of Governmental Funds ........................................................................................................................... 157 Changes in Fund Balances of Governmental Funds ......................................................................................................... 158 Assessed Value and Estimated Actual Value of Taxable Property .................................................................................. 160 Property Tax Rates – All Direct and Overlapping Governments ..................................................................................... 161 Principal Tax Payers County‐Wide ................................................................................................................................... 162 Property Tax Levies and Collections ................................................................................................................................ 163 Ratios of Outstanding Debt by Type ................................................................................................................................ 164 Legal Debt Margin Information ........................................................................................................................................ 165 Direct, Overlapping and Underlapping Governmental Activities Debt .......................................................................... 165 Pledged‐Revenue Coverage ............................................................................................................................................. 166 Demographic and Economic Statistics ............................................................................................................................. 167 Principal Employers .......................................................................................................................................................... 168 Budgeted Full‐Time Equivalent County Employees by Function .................................................................................... 169 Operating Indicators by Function .................................................................................................................................... 170 Capital Asset Statistics by Function ................................................................................................................................. 171 SINGLE AUDIT/SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS AND STATE PROJECTS Independent Auditors’ Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of the Financial Statements Performed in Accordance with Government Auditing Standards ................................................................................................................................................................... 175 Independent Auditors’ Report on Compliance for Each Major Federal Program and State Project and Report on Internal Control Over Compliance Required by the Uniform Guidance and Chapter 10.550, Rules of the Auditor General of the State of Florida ..................................................................................................................... 177 Schedule of Expenditures of Federal Awards and State Financial Assistance ................................................................. 180 Notes to the Schedule of Expenditures of Federal Awards and State Financial Assistance ........................................... 186 Schedule of Findings and Questioned Costs ..................................................................................................................... 187 THIS PAGE INTENTIONALLY LEFT BLANK Phone- (239) 252-2646 Fax- (239) 252-2755 Website- www.collierclerk.com Email- collierclerk@collierclerk.com County of Collier CLERK OF THE CIRCUIT COURT COLLIER COUNTY COURTHOUSE February 26, 2019 To the Citizens and Members of the Board of County Commissioners, Collier County, Florida: It is with extreme pleasure that we present to you, the citizens of Collier County and members of the Board of County Commissioners, the Comprehensive Annual Financial Report (CAFR) for the fiscal year ended September 30, 2018. Responsibility for the accuracy of the data and the completeness and fairness of the presentation, including all disclosures, rests with the Board of County Commissioners and County management. The Clerk of the Circuit Court and Comptroller’s Finance and Accounting Department, as well as County management, is responsible for establishing and maintaining internal controls to provide reasonable, but not absolute, assurance regarding the safeguarding of assets against loss from unauthorized use or disposition, the reliability of financial records for preparing financial statements and maintaining accountability of assets. The concept of reasonable assurance recognizes that the cost of a control should not exceed the benefits likely to be derived, and the evaluation of costs and benefits requires estimates and judgments by management. Chapter 218.39 of the Florida Statutes requires an independent certified public accountant’s financial audit of counties in the State. For the fiscal year ended September 30, 2018 the independent auditor, CliftonLarsonAllen LLP, issued an unmodified opinion on the financial statements. Their report is included in the Financial Section of this report. In addition to meeting the requirements set forth in State statutes, the audit was also designed to meet the requirements of the Government Auditing Standards, the Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards and the Rules of the Auditor General, Chapter 10.550 Local Governmental Entity Audits. Information relating to the Single Audits, including the schedule of expenditures of federal awards and state financial assistance and the independent auditors’ report on compliance and internal control over compliance with requirements applicable to each major federal program and state project, are included in the Federal and State Single Audit Section of this report. Crystal K. Kinzel - Clerk of Circuit Court 3315 TAMIAMI TRL E STE 102 NAPLES, FL 34112-5324 P.O. BOX 413044 NAPLES, FL 34101-3044 Clerk of Courts Comptroller Auditor Custodian of County Funds ii Governmental accounting and auditing principles require that management provide a narrative introduction, overview and analysis to accompany the basic financial statements in the form of Management’s Discussion and Analysis (MD&A). This letter of transmittal is designed to complement MD&A and the two should be read in concert. Collier County’s MD&A can be found in the Financial Section immediately following the independent auditors’ report. PROFILE OF THE GOVERNMENT Collier County is a Constitutional form of government and was established in 1923 under the Constitution and the laws of the State of Florida. The Board of County Commissioners is the legislative body for Collier County and is made up of five residents elected by voters. In addition to the County Commissioners, voters elect the following five constitutional officers: the Clerk of the Circuit Court and Comptroller, Property Appraiser, Sheriff, Supervisor of Elections and Tax Collector. The County provides its citizens with a wide range of services that include law enforcement, emergency management, fire and EMS services, animal services, library, museum and cultural services, parks and recreation operations, road maintenance and construction. Additionally, the County owns and operates a water and wastewater utility, a solid waste landfill and recycling program, a landfill gas to energy facility, three airports and a transit system. Budgets are prepared annually. Formal budgetary integration is employed as a management control throughout the year. The Board of County Commissioners conducts budget workshops during June of each year. The Board’s proposed budget is released by July 15, in accordance with Florida Statutes. The budgets of Constitutional Officers are presented to the appropriate authorizing bodies according to state statute. Public hearings are held in September to allow taxpayer input and to adopt the final budget. ECONOMIC CONDITION AND OUTLOOK Collier County, the state’s second largest county at 2,026 square miles, is on the southwest coast of Florida, directly west of Miami. With a 2018 population of 368,534 (a 10.7 percent increase over the last ten years), Collier County has been considered to be one of the fastest growing counties in the state over the last ten years. The resident population includes Unincorporated County (pop. 329,421) and three municipalities: the Cities of Naples (pop. 21,279), Marco Island (pop. 17,561) and Everglades (pop. 273). The County’s economic base is concentrated in tourism, agriculture, fishing, construction, ranching and forestry with a growing services economy and an emerging technology sector. Gulf of Mexico beaches and the Everglades National Park are important attractions to this area. Taxable property market valuation for fiscal year 2018 totaled $88.3 billion, or a very high $239,561 per capita. The County’s millage for General Fund operations in fiscal year 2018 remained at only 36% of the statutory 10 mill limit, or $3.56 per thousand dollars of taxable value. Unemployment levels in recent years approximate, or are slightly below, the statewide average. The 2018 annual County unemployment rate stood at 3.3%, while the statewide average is 3.4%. Income levels are high, with a per capita personal income of $87,829. iii LONG TERM FINANCIAL PLANNING The County annually performs a three‐year budget projection of primary ad valorem supported funds (General Fund and the Unincorporated Area Municipal Services Taxing District Fund) prior to developing annual budget policy. On an annual basis the County is required to prepare and present to the Board of County Commissioners an Annual Update and Inventory Report (AUIR) and adopt a five‐year Capital Improvement Element (CIE). Both of these processes focus on the schedule of capital improvements for the County. The AUIR is an annual status report on public facilities and the CIE is a planning document that identifies public facilities that will be required during the next five or more years. The Capital Improvement Element is the foundation of Collier County’s annual Capital Improvement Program (CIP). The total CIP projects planned for fiscal years 2019‐2023 is $1.1 billion. Included in the County’s current CIP for fiscal years 2019‐2023 are approximately $354.3 million in water and wastewater projects, $300.4 million in transportation projects, $64.4 million in stormwater projects and $118.2 million in government facilities projects. In addition, parks and recreation projects of approximately $53.7 million are planned, as well as $61.9 million for tourist development funded projects, $33.9 million in solid waste projects, $50.7 million in public safety projects and miscellaneous projects totaling $15.3 million. Approximately $368.5 million of the fiscal year 2019 – 2023 Capital Improvement Program is currently planned to be funded by bond or loan proceeds. In addition, the County has developed a Master Mobility Plan (MMP) to address the transportation mobility needs of Collier County. The MMP is specifically focused on demand management and coordination to reduce the need for transportation infrastructure. RELEVANT FINANCIAL POLICIES Relevant financial policies include the appropriation of carryforward as revenue in the following year, maintaining a recommended General Fund unassigned fund balance of between 8% and 16% of actual expenditures and net operating transfers, the assessment of impact fees at such levels as allowed by law and supported by studies, and prioritizing gas taxes for payment of debt service on the Series 2012 and 2014 Gas Tax Revenue and Refunding Bonds. Debt administration policies include the limitation of the debt repayment period to the useful life of the underlying assets and the establishment of a 5% benchmark for net present value savings generated by refinancing. The Collier County Debt Management Policy provides that a smaller net present value savings may be considered on a case‐by‐case basis. In addition, the debt policy establishes a maximum ratio of total general governmental debt service to bondable revenues from current sources of 13%. Consistent with Collier County’s Debt Management Policy, outstanding debt is continually monitored in relation to existing conditions in the debt market. When sufficient cost savings can be realized debt will be refinanced. During fiscal year 2018, Collier County partially refunded its Series 2010 Special Obligation Revenue Bonds. This refinancing achieved a net present value savings of over 5% and is described in more detail in Note 6 to the financial statements. The Clerk of the Circuit Court’s Finance and Accounting Department monitors the daily cash needs of the County and invests the County’s funds in accordance with the Collier County Investment Policy. The primary objective of the investment policy is the preservation of capital and the protection of investment principal. Authorized investments include certificates of iv deposit, the Local Government Funds Surplus Trust Fund (Florida PRIME), U.S. treasury securities, U.S. agency securities, commercial paper and bankers’ acceptances. The par weighted average maturity of the total managed portfolio, to first call or maturity, was .85 years as of September 30, 2018. The total return for fiscal year 2018 was 1.07%, a reflection of overall market interest rate increases in fiscal year 2018. Changes in the fair value of investments are recorded as part of interest income in the financial statements. AWARDS GFOA Certificate of Achievement: The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to Collier County, Florida for its Comprehensive Annual Financial Report (CAFR) for the fiscal year ended September 30, 2017. The Certificate of Achievement is a prestigious national award, recognizing conformance with the highest standards for preparation of state and local government financial reports. In order to be awarded a Certificate of Achievement, a government unit must publish an easily readable and efficiently organized Comprehensive Annual Financial Report whose contents conform to program standards. The CAFR must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. Collier County has received this award for the past thirty‐two years, from fiscal year 1986 to 2017. We believe our current report conforms to the Certificate of Achievement program requirements, and we are submitting it to the GFOA for consideration for an award again this year. Distinguished Budget Presentation Awards: The Government Finance Officers Association of the United States and Canada presented an award for Distinguished Presentation to Collier County for its annual budget for the fiscal year beginning October 1, 2017. In order to receive this award, a government unit must publish a budget document that meets program criteria as a policy document, as an operations guide, as a financial plan, and as a communications device. The Distinguished Budget Presentation Award is valid for a period of one year only. Collier County has received this award for the last thirty‐ two consecutive years. The Government Finance Officers Association of the United States and Canada presented an award for Distinguished Presentation to the Office of the Collier County Clerk of the Circuit Court and Comptroller for its annual budget for the fiscal year beginning October 1, 2017. In order to receive this award, a government unit must publish a budget document that meets program criteria as a policy document, as an operations guide, as a financial plan, and as a communications device. The Distinguished Budget Presentation Award is valid for a period of one year only. The Clerk’s Office has received this award for the last sixteen consecutive years. v ACKNOWLEDGEMENTS The preparation and publication of this Comprehensive Annual Financial Report represents a significant effort by the Finance and Accounting Department as well as numerous County personnel who contribute to its production. In particular, we would like to express our appreciation to Edith Manuel, Finance Manager, Leslie Miller, Operations Manager, Raymond Milum, Jr., Accounting Manager and all of the staff of the Finance and Accounting Department. Sincere appreciation is also exp ressed to CliftonLarsonAllen, the Board of County Commissioners, the Constitutional Officers, the County Manager, Department Heads and the Division Directors for their assistance throughout the year in matters pertaining to the financial affairs of the County. We hope you find this report informative, accurate and easily readable. If you should have any questions related to this report or if additional information is desired, do not hesitate to contact Derek M. Johnssen, Director of Finance and Accounting, at (239) 252‐7863. Respectfully, Crystal K. Kinzel Clerk of the Circuit Court and Comptroller Derek M. Johnssen, CPA Deputy Clerk Director of Finance and Accounting Kelly Jones, CGFO Deputy Clerk Assistant Director of Finance and Accounting Certificate of Achievement for Excellence in Financial Reporting The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to Collier County, Florida for its comprehensive annual financial report for the fiscal year ended September 30, 2017. This was the thirty-second consecutive year that the government has achieved this prestigious award. In order to be awarded a Certificate of Achievement, a government must publish an easily readable and efficiently organized comprehensive annual financial report. This report must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe that our current comprehensive annual financial report continues to meet the Certificate of Achievement Program’s requirements and we are submitting it to the GFOA to determine its eligibility for another certificate. Board of County Commissioners Phone 252-8097 Donna Fiala William L. McDaniel, Jr. Burt Saunders Andy Solis Penny Taylor Jeff Klatzkow County Attorney Phone 252-8400 Leo Ochs, Jr. County Manager Phone 252-8383 Corporate Business Operations Sean Callahan, Director Phone 252-8383 Pelican Bay Services Neil Dorrill, Director Phone 597-1749 Bureau of Emergency Services Communications & Customer Relations Fleet Management Human Resources Information Technology Procurement Services Records Management Risk Management CITIZENS Abe Skinner Property Appraiser 252-8141 Larry Ray Tax Collector 252-8171 Kevin Rambosk Sheriff 252-4434 Crystal K. Kinzel Clerk of Courts 252-2646 Jennifer Edwards Supervisor of Elections 252-8450 Judicial Courts & Judges 252-8800 Administrative Services Department Len Golden Price, Department Head Phone 252-3646 Domestic Animal Services Community and Human Services Health Library Museum Operations and Veterans Services Parks & Recreation Public Transit & Neighborhood Enhancement University Extension Service Public Services Department Steve Carnell, Department Head Phone 252-8468 Building Plan Review &Inspection Capital Project Planning, Impact Fees & Program Management Code Enforcement Development Review Operations & Regulatory Management Operations Support Road Maintenance Transportation Engineering Zoning Growth Management Department Thaddeus Cohen, Department Head Phone 252-2370 Facilities Management Operation Support Engineering & Project Management Solid & Hazardous Waste Wastewater Water Public Utilities Department G. George Yilmaz, Department Head Phone 252-2540 Tourism Jack Wert, Director Phone 252-2384 Community Redevelopment Areas Debrah Forester, Director Phone 643-1115 Economic & Business Development Jace Kentner,Director Phone 252-8358 Corporate Financial & Management Services Mark Isackson, Director Phone 252-8383 Mark Strain Chief Hearing Examiner Phone 252-4446 Nick Casalanguida Deputy County Manager Phone 252-8383 Michael Nieman Corporate Compliance and Internal Review Manager Phone 252-8383 FINANCIAL SECTION THIS PAGE INTENTIONALLY LEFT BLANK INDEPENDENT AUDITORS’ REPORT Honorable Board of County Commissioners Collier County, Florida Report on the Financial Statements We have audited the accompanying financial statements of the governmental activities, the business- type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of Collier County, Florida (County), as of and for the year ended September 30, 2018, and the related notes to the financial statements, which collectively comprise the entity’s basic financial statements as listed in the table of contents. Management’s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditors’ Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditors’ judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Honorable Board of County Commissioners Collier County, Florida Opinions In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of the County as of September 30, 2018, and the respective changes in financial position and, where applicable, cash flows thereof, and the respective budgetary comparison for the General Fund, the Bayshore Gateway Redevelopment Agency special revenue fund, and the Immokalee Redevelopment Agency special revenue fund for the year then ended in accordance with accounting principles generally accepted in the United States of America. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that management’s discussion and analysis (MD&A) on pages 4 - 15, the schedules of the county’s proportionate share of the net pension liability and of county contributions on pages 84 and 85, and the schedules of other postemployment benefits total OPEB liability and related ratios for the retiree health plans on page 86 be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Other Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the County’s basic financial statements. The combining and individual nonmajor fund financial statements and other supplemental information, as listed in the table of contents, are presented for purposes of additional analysis and are not a required part of the basic financial statements. The schedule of expenditures of federal awards and state financial assistance, as required by Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards and Chapter 10.550, Local Governmental Entity Audits, Rules of the Auditor General of the State of Florida, is also presented for purposes of additional analysis and is not a required part of the basic financial statements. 2 Honorable Board of County Commissioners Collier County, Florida Other Matters (Continued) Other Information (Continued) The combining and individual nonmajor fund financial statements and other supplemental information and the schedule of expenditures of federal awards and state financial assistance are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the information is fairly stated, in all material respects, in relation to the basic financial statements as a whole. The introductory section and the statistical section have not been subjected to the auditing procedures applied in the audit of the basic financial statements, and accordingly, we do not express an opinion or provide any assurance on it. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated February 15, 2019, on our consideration of the County's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the County’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the County’s internal control over financial reporting and compliance. CliftonLarsonAllen LLP Naples, Florida February 15, 2019 3 MANAGEMENT’S DISCUSSION AND ANALYSIS (UNAUDITED) As Clerk of the Circuit Court and Comptroller of Collier County, Florida, I present the readers of the County’s financial statements this narrative overview and analysis of the financial activities of Collier County for the fiscal year ended September 30, 2018. Readers are encouraged to consider the information presented in this narrative in conjunction with additional information offered in the letter of transmittal, found on pages i‐v of this report. Financial Highlights Collier County’s assets and deferred outflows exceeded its liabilities and deferred inflows as of September 30, 2018 by $2,558,340,147. Of this amount, $113,870,089 represents unrestricted net position and may be used to meet future County obligations. Unrestricted net position decreased by $30,720,662 from the previous year. The County’s total net position increased by $44,611,546 when compared to fiscal year 2017, with a $49,305,713 increase from governmental activities and a $4,694,167 decrease resulting from business‐ type activities. As of September 30, 2018, Collier County’s governmental fund financial statements showed combined ending fund balances of $500,349,542, an increase of $40,707,208 over the previous fiscal year. Of the total combined ending governmental fund balance, $77,091,330 is reported as unassigned. The General Fund reported an unassigned fund balance of $77,341,766 at September 30, 2018, an increase in unassigned General Fund balance of $22,536,663 when compared to September 30, 2017. Total bonded debt, notes, outstanding loans and capital leases owed by Collier County increased by $10,705,394 during fiscal year 2018, with a decrease in governmental activities debt of $9,211,190 and an increase in the business‐type activities debt of $19,916,584. In December of 2017, the County issued the Series 2017 Special Obligation Refunding Revenue Note to current refund the District’s outstanding Special Obligation Revenue Bonds, Series 2010. In February 2018, the County Water and Sewer District issued the Series 2018 Collier County Water and Sewer Revenue Bond to acquire the Golden Gate Utility System. In April 2018, the County issued a $12,000,000 commercial paper loan to acquire land for the County’s regional tournament caliber sports complex. Additional information on debt activity can be found in Note 6 to the financial statements beginning on page 55. Overview of the Financial Statements This discussion and analysis is intended to serve as an introduction and explanation of Collier County’s basic financial statements. Collier County’s basic financial statements include government‐wide and fund financial statements, as well as notes to the basic financial statements. Government‐Wide Financial Statements Government‐wide financial statements are designed to provide the reader an overview of the financial position of the County and are similar to private sector financial statements. These statements are comprised of a Statement of Net Position and a Statement of Activities and are found on pages 16 to 19 of this report. The Statement of Net Position shows the financial position of Collier County as of September 30, 2018. The statement shows the County’s assets plus deferred outflows of resources less its liabilities plus deferred inflows of resources, with the difference being reported as net position. Changes in net position are useful indicators of financial condition. 4 The Statement of Activities follows the Statement of Net Position and reports the changes in net position over the fiscal period. All changes in net position are reported as soon as the underlying events that gave rise to the change occur, regardless of the timing of the related cash flows. Thus, reve nues and expenses are reported for some items, such as accounts receivable, notes receivable or accrued unused vacation and sick leave, that will manifest themselves in cash inflows and outflows, respectively, in future fiscal periods. These statements distinguish Collier County functions that are supported by taxes and intergovernmental revenues (governmental activities), from business‐type activities, which are intended to have their costs primarily recovered through user fees and charges. Governmental activities reported in the financial statements are general government, public safety, physical environment, transportation, economic environment, human services and culture and recreation. Business‐type activities in Collier County include water and sewer, solid waste collections, airport operations, transit operations and emergency medical services. Fund Financial Statements A fund is a group of related accounts used to maintain control over resources that have been segregated to meet specific objectives. As dictated by generally accepted accounting principles, Collier County uses fund accounting to ensure and demonstrate compliance with financial legal requirements. The funds of the County can be divided into the following three categories: governmental, proprietary and fiduciary. Governmental funds Governmental funds, presented on pages 20 to 28, account for substantially the same functions as governmental activities reported under the government‐wide Statement of Net Position and Statement of Activities. The difference is that the governmental fund financial statements focus on inflows and outflows of expendable resources, as well as balances of expendable resources available at the end of the fiscal year, on a near term basis. As such, these statements present a narrower view of financial condition, but are nonetheless useful in evaluating Collier County’s near term financing requirements and available resources. Comparison between the two sets of financial statements allows the reader to better assess the future impact of the government’s near term financial decisions. Both the governmental fund balance sheet and the statement of revenues, expenditures and changes in fund balances provide a reconciliation to the respective government‐wide financial statements to facilitate comparison. Governmental funds presented individually in Collier County’s statements include three major funds, the General Fund and the Bayshore Gateway and Immokalee Community Redevelopment Agencies. While there are many smaller governmental funds under Collier County management, they are aggregated in a total column named “other governmental funds”. Combining statements for these other governmental funds have been presented elsewhere in this report. Collier County adopts an annual budget as described in Note 1 to the financial statements. A budgetary comparison statement has been provided for the General Fund and each major special revenue fund to demonstrate compliance with this budget. Budgetary comparison schedules for any non‐major governmental fund required to adopt an annual budget is presented in the combining statements presented elsewhere in this report. Proprietary funds Collier County maintains two different types of proprietary funds, enterprise and internal service, which are reflected on pages 29 to 33 of this report. Enterprise funds report, with more detail, the same functions presented as business‐type activities in the government‐wide financial statements for water and sewer, solid waste disposal, emergency medical services, transit and the airport authority. The Collier County Water and Sewer District Fund, the Solid Waste Disposal Fund and the Emergency Medical Services Fund are presented individually as major funds. 5 Internal service funds are primarily maintained to allocate and accumulate costs internally for Collier County. The County uses internal service funds to account for health insurance, worker’s compensation insurance, property and casualty insurance, fleet operations and information technology. The internal service funds are presented in total in the proprietary fund financial statements, but may be viewed on a combining basis elsewhere in the report. Fiduciary funds Fiduciary funds are used to account for resources held for the benefit of parties outside of Collier County government. These funds are not presented in the government‐wide financial statements as they do not represent resources available to support Collier County functions. The fiduciary funds are presented on page 34 of this report. All of the County’s fiduciary funds are agency funds. The accounting used for agency funds is based on the concept that assets equal liabilities when the government is acting in a fiduciary capacity. Notes to the Financial Statements The notes provide additional information essential to a full understanding of the data provided in both the government‐wide and fund financial statements. The notes appear on pages 35 to 82 of this report. Other Information The combining and individual nonmajor fund financial statements and schedules mentioned above present more detailed views of nonmajor governmental and enterprise funds and begin o n page 89. This section contains combining balance sheets and statements of revenues, expenditures and changes in fund balance for governmental funds, including budgetary comparisons, and combining statements of net position and statements of revenues, expenses and changes in fund net position for enterprise funds. Also included are combining financial statements for internal service and agency funds. Additional information about the County, which may be of intere st to the reader, can be found under the Statistical and Single Audit sections of this report. The statistical section has been prepared in accordance with Governmental Accounting Standards Board Statement No. 44, Economic Condition Reporting: The Statistical Section. This section contains data regarding financial trends, revenue capacity, debt capacity, demographic and economic conditions and operating indicators of the County. The Single Audit grants compliance section lists the expenditures of Federal Awards and State Financial Assistance during the fiscal year and presents grant compliance information as well as auditor reports. Government‐Wide Financial Analysis As noted earlier, net position may serve over time as a useful indicator of a government’s financial position. Assets and deferred outflows exceeded liabilities and deferred inflows by $2,558,340,147 as of the fiscal year ending September 30, 2018 for Collier County. Positive balances were reported in all categories of net position in the governmental and business‐ type activities for fiscal year 2018 with the exception of a negative unrestricted net position for governmental activities. The negative unrestricted net position for governmental activities is primarily a result of reporting the long‐term net pension liability associated with the County and should not be considered, solely, as evidence of financial difficulties. Collier County’s net position at September 30, 2018 decreased by $30,720,662 for unrestricted net position and increased $24,485,648 for restricted net position. Restricted net position consists of resources subject to external restriction on how they may be used while unrestricted net position may be used to meet the County’s ongoing obligations. Increases in restricted net position were mainly due to a 9.5% increase in restricted net position related to growth related capital expansion. 6 Collier County’s investment in capital assets such as land, roads, buildings, parks and machinery and equipment, net of depreciation or any outstanding debt related to the asset, amounts to 80.1% of net position as of September 30, 2018, compared to 79.5% as of September 30, 2017. During fiscal yea r 2018, the County’s net investment in capital assets increased by $50,846,560. Capital assets are used to provide services to the citizens and consequently do not represent spendable resources and cannot be used to liquidate the debt incurred to purchase or construct capital assets. The following are Collier County’s net position and changes in net position for the fiscal years ended September 30, 2017 and 2018, shown in condensed form: 2018 2017 2018 2017 2018 2017 2017‐2018 Current and other assets 626.8$ 572.0$ 233.4$ 261.8$ 860.2$ 833.8$ 3.2% Capital assets, net 1,589.0 1,574.6 955.9 912.5 2,544.9 2,487.1 2.3% Total assets 2,215.8 2,146.6 1,189.3 1,174.3 3,405.1 3,320.9 2.5% Deferred outflows of resources 123.4 121.6 26.3 26.3 149.7 147.9 1.2% Long‐term liabilities 591.3 591.5 230.8 210.7 822.1 802.2 2.5% Current liabilities 102.5 92.5 41.6 44.5 144.1 137.0 5.2% Total liabilities 693.8 684.0 272.4 255.2 966.2 939.2 2.9% Deferred inflows of resources 25.5 13.6 4.8 2.3 30.3 15.9 89.3% Net position: Net investment in capital assets 1,287.2 1,257.7 763.2 741.9 2,050.4 1,999.6 2.5% Restricted 362.0 336.9 32.0 32.6 394.0 369.5 6.6% Unrestricted (deficit)(29.3) (24.0) 143.2 168.6 113.9 144.6 (21.2%) Total net position 1,619.9$ 1,570.6$ 938.4$ 943.1$ 2,558.3$ 2,513.7$ 1.8% Collier County's Schedule of Net Position (in millions) Total Governmental Activities Business‐type Activities Total Percentage Change 7 2018 2017 2018 2017 2018 2017 2017‐2018 Revenues Program revenues: Fines, fees and charges for services 78.0$ 69.3$ 214.1$ 197.1$ 292.1$ 266.4$ 9.6% Operating grants and contributions 29.6 26.6 16.4 5.0 46.0 31.6 45.6% Capital grants and contributions 47.6 38.1 38.7 27.0 86.3 65.1 32.6% General revenues: Property taxes 337.4 312.6 ‐ ‐ 337.4 312.6 7.9% Other taxes and shared revenues 114.3 104.6 ‐ ‐ 114.3 104.6 9.3% Interest income 6.9 3.6 2.6 1.4 9.5 5.0 90.0% Miscellaneous 18.1 9.7 8.4 0.1 26.5 9.8 170.4% Total revenues 631.9 564.5 280.2 230.6 912.1 795.1 14.7% Expenses General government 126.9 108.4 ‐ ‐ 126.9 108.4 17.1% Public safety 223.2 225.3 ‐ ‐ 223.2 225.3 (0.9%) Physical environment 37.8 17.9 ‐ ‐ 37.8 17.9 111.2% Transportation 83.4 75.6 ‐ ‐ 83.4 75.6 10.3% Economic environment 10.4 8.5 ‐ ‐ 10.4 8.5 22.4% Human services 16.6 15.5 ‐ ‐ 16.6 15.5 7.1% Culture and recreation 58.1 51.9 ‐ ‐ 58.1 51.9 11.9% Interest on long‐term debt 9.7 11.3 ‐ ‐ 9.7 11.3 (14.2%) Water and sewer ‐ ‐ 144.1 144.8 144.1 144.8 (0.5%) Solid waste ‐ ‐ 106.8 43.7 106.8 43.7 144.4% Emergency medical services ‐ ‐ 32.3 28.6 32.3 28.6 12.9% Airport authority ‐ ‐ 5.5 4.9 5.5 4.9 12.2% Mass transit ‐ ‐ 12.7 11.4 12.7 11.4 11.4% Total expenses 566.1 514.4 301.4 233.4 867.5 747.8 16.0% Increase (decrease) in net position before net transfers 65.8 50.1 (21.2) (2.8) 44.6 47.3 (5.7%) Transfers, net (16.5) (14.8) 16.5 14.8 ‐ ‐ ‐ Change in net position 49.3 35.3 (4.7) 12.0 44.6 47.3 (5.7%) Net position – beginning 1,570.6 1,556.0 943.1 928.1 2,513.7 2,484.1 1.2% Restatement of net position, net ‐ (20.7) ‐ 3.0 ‐ (17.7) (100%) Net position – ending 1,619.9$ 1,570.6$ 938.4$ 943.1$ 2,558.3$ 2,513.7$ 1.8% Total Collier County's Schedule of Changes in Net Position (in millions) Governmental Activities Business‐type Activities Total Percentage Change 8 Expenses and revenues, in the form of fees, fines, grants and contributions, for governmental activities are shown graphically by function. General revenues, such as property taxes, must be used to the extent that the fee, fines, grants and contributions do not cover the cost of the governmental function. Public safety is the largest category of expenses followed by general government. ‐ 50 100 150 200 250 General Government Public Safety Physical Environment Transportation Economic Environment Human Services Culture and RecreationMillionsRevenues and Expenses Governmental Activities Fiscal Year 2018 Revenues Expenses Revenues for governmental activities are shown graphically by type. The largest type of revenue for governmental activities is property taxes followed by fines, fees and charges for services. Property Taxes 53% Fines, Fees and Charges for Services 12% Operating Grants and Contributions 5% Capital Grants and Contributions 8% Gas Taxes 4% Sales Taxes 7% Tourist Taxes 4% Other Income 7% Revenue by Type Governmental Activities Fiscal Year 2018 9 Revenues and expenses are shown by business‐type activity. The Water and Sewer system is the largest business‐type activity followed by the Solid Waste system. ‐ 20 40 60 80 100 120 140 160 180 200 Water and Sewer Solid Waste Emergency Medical Services Airport Authority Mass TransitMillionsRevenues and Expenses Business‐type Activities Fiscal Year 2018 Revenues Expenses Revenues for business‐type activities are shown graphically by type. The largest type of revenue is fines, fees and charges for services followed by capital grants and contributions. Fines, Fees and Charges for Services 76% Operating Grants and Contributions 6% Capital Grants and Contributions 14% Other Income 4% Revenue by Type Business‐type Activities Fiscal Year 2018 10 Governmental Activities The current year increase in the net position of governmental activities amounted to $49,307,188, an increase of 3.1% when compared to the previous year’s net position. The previous fiscal years’ increase in net position was 2.3%. The current years’ increase is mainly due to the following: Overall, revenues related to governmental activities increased by 11.9%, or $67,353,008 while expenses increased by 10.0%, or $51,664,218. Governmental activities revenues increased primarily due to an increase in total ad valorem taxes collected in fiscal year 2018 of $24,814,551 when compared to fiscal year 2017. The increase in ad valorem revenues was due to an 8.4% increase in county wide taxable value. In addition, Sales Tax and Gas Tax collections increased a combined 5.1% over fiscal year 2017, or $3,243,896. Governmental activities expenses increased significantly due to hurricane related repairs. General government expense increased $18,531,640 primarily due to Hurricane Irma. Physical environment expenses increased $19,948,777 related to Hurricane Irma, including a $5,191,707 waterway debris cleanup effort. Transportation expenses increased $7,796,897 due to both Hurricane Irma as well as a $1,608,759 increase in depreciation expense as a result of capitalizing $48,712,267 in various road and bridge projects during the year. Culture and recreation also experienced an increase in expenditures of $6,152,425 due to the hurricane. Business‐type Activities The decrease in net position related to business‐type activities amounted to $4,694,167 in the aggregate, representing a 0.5% decrease over the previous year’s net position. The previous fiscal year’s increase in net position was 1.3%. The current year’s decrease is mainly due to the following: Collier County Water and Sewer District (District) saw an increase of $39,566,463 in net position. The increase in the District’s net position is largely due to a 2.9% rate increase that went in to effect October 1, 2017 as well as an increase in the number of active customers brought on by new construction and the acquisition of the Golden Gate Utility system. In addition, water and sewer capital grants and contributions increased by 37.9%, largely due to increases in developer infrastructure contributions. Solid Waste Disposal experienced a decrease in net position of $44,150,971. This decrease is primarily due to a $58,552,728 increase in operating expenses related to Hurricane Irma debris removal. This was offset by a $5,349,598 increase in charges for services due to a rate increase of approximately 9.0% for residential assessment fees and a 2.9% increase in tipping fees. Fund Financial Statement Analysis As mentioned above, Collier County utilizes fund accounting to ensure compliance with finance related legal requirements. Governmental Funds Governmental funds provide information on near term inflows, outflows and balances of spendable resources. Unassigned fund balance is a useful measure of net resources available to be spent at the end of the fiscal year. Governmental funds consist of the General Fund, Special Revenue Funds, Permanent Fund, Debt Service Funds and Capital Project Funds. As of September 30, 2018, Collier County governmental funds reported combined fund balances of $500,349,542, an increase of $40,707,208 when compared to prior year combined fund balances. The governmental funds had non‐spendable fund balances of $10,779,220 consisting of inventory, prepaid items, notes receivable and advances to other funds. The restricted fund balance was $354,820,430 and consists of monies whose expenditure is externally constrained by grantors, creditors, binding law or enabling legislation. Of the remaining $134,749,892 in fund balance, $34,792,876 is classified as committed, $22,865,686 is recorded as assigned and $77,091,330 is recorded as unassigned. 11 The following were noteworthy activities and changes relating to the major governmental funds for fiscal year 2018: The General Fund is the primary operating fund of Collier County. At September 30, 2018, total fund balance in the General Fund was $82,028,797, of which $77,341,766 was unassigned. As a percentage of total general fund expenditures and net transfers, the unassigned portion is 21.9%. The total fund balance increased by $19,799,346 or 31.8%, compared to the September 30, 2017 total fund balance. The Bayshore Gateway Community Redevelopment Agency was created to benefit blighted areas in the Bayshore Gateway Triangle. During fiscal year 2018, the Bayshore Gateway Community Redevelopment Agency collected $1,562,600 in tax increment revenues and was reimbursed $526,632 for fire suppression system improvements. In addition, the agency received $131,192 in miscellaneous revenues for rents. Operating expenditures of $1,168,361, mainly personal services and the fire suppression improvements, were associated with the Bayshore Gateway Triangle Community Redevelopment Agency. In addition, capital expenditures of $379,882 were made for stormwater improvements. The Immokalee Community Redevelopment Agency was created to benefit blighted areas in Immokalee. During fiscal year 2018, the Immokalee Community Redevelopment Agency collected $628,800 in tax increment revenues. Operating expenditures of $347,941, mainly personal services, were associated with the Immokalee Community Redevelopment Agency. In addition, capital expenditures of $662,255 were made for computer equipment and sidewalk projects in the district. Proprietary Funds Proprietary fund statements provide the same information as the business‐type activities in the government‐wide financial statements, but in greater detail, and on a fund basis for enterprise funds. At September 30, 2018, total net position amounted to $939,595,210 for enterprise funds, as compared to $941,459,899, as of September 30, 2017, a decrease of $1,864,689. Net position changes as a result of operations, non‐operating revenues and expenses, capital contributions and grants and donations. The Collier County Water and Sewer District’s activities represent the largest share of the increase in the business‐type net position. For the year ended September 30, 2018, the Collier County Water and Sewer District (District) reported capital grants and contributions of $33,751,741, which consists of water and sewer impact fees of $14,087,562, $19,350,530 in developer infrastructure contributions and other capital contributions of $313,649. 2018 2017 County Water and Sewer 9,585,177$ (6,160,677)$ Solid Waste Disposal (55,790,046) 1,064,295 Emergency Medical Services (18,835,777) (16,629,468) Non‐major enterprise funds (12,838,906) (11,314,788) Total (77,879,552)$ (33,040,638)$ Net Operating Income/(Loss) The Collier County Water and Sewer District’s net operating income increased by $15,745,854 when compared to fiscal year 2017. The increase in net operating income was primarily the r esult of a 2.9% rate increase effective October 2017 in addition to a 3.6% decrease in total operating expenses, including depreciation and amortization. The District also added 3,713 customers with the acquisition of the Golden Gate Utility system in March 2018. County Water and Sewer payments in lieu of taxes paid to the General Fund of $6,482,800 were reclassified from operating expense to transfers in for financial statement purposes. These payments are reclassified pursuant to generally accepted accounting principles as the amount charged is not an approximation of services rendered. The Solid Waste Disposal fund’s net operating income decreased by $56,854,341 when compared to fiscal year 2017. The decrease in net operating income was primarily the result of a 140.7% increase in total operating expenses, including 12 depreciation and amortization. Of this increase in operating expenses, $58,552,728 was related to Hurricane Irma debris removal. The Solid Waste Disposal payments in lieu of taxes paid to the General Fund of $320,300 were reclassified from operating expense to transfers in for financial statement purposes. These payments are reclassified pursuant to generally accepted accounting principles as the amount charged is not an approximation of services rendered. The Emergency Medical Services fund’s net operating income decreased by $2,206,309 when compared to fiscal year 2017. The decrease in net operating income was the result of an 11.4% increase in total operating costs, coupled with a $1,024,667 increase in charges for services. Operating expenses increased mainly due to increased personal services costs, including pension expense. Charges for services increased due to an increase in the collection efforts on receivables. Capital Assets Collier County’s financial statements present capital assets in two distinct groups, those that are depreciated and those not subject to depreciation. Buildings and equipment are examples of assets that are depreciated and land and construction in progress are examples of assets not depreciated. Collier County’s investment in capital assets for the governmental and business‐type activities amounted to $2,544,943,669, net of accumulated depreciation. This investment in capital assets, both purchased and donated, includes land, buildings and improvements, water and wastewater plants, machinery and equipment, parks, roads, beach renourishment and drainage structures. Investment in capital assets for the current fiscal year, net of depreciation, increased by $57,886,738 when compared to the previous year. There was an increase in the governmental activities net capital assets of $14,475,849, or .9%, while the business‐type activities capital assets increased by $43,410,889, or 4.8%. The major capital asset activities during the current and previous fiscal years are as follows: Capitalization as construction in process of $46,302,699 for governmental activity related costs including $2,041,532 related to county wide 800 MHz system upgrades, $6,169,699 for the Eagle Lakes Community Pool, $3,232,092 to convert the North Collier Regional Park facilities to artificial turf and $7,481,113 for various bridge improvement projects. The remaining $27,378,263 is related to $12,098,925 in other transportation projects, $5,213,457 in other physical environment projects, $6,533,991 in culture and recreation projects and $3,531,890 in other capital projects. The business‐type activities capitalized $43,832,879 of construction in process during fiscal year 2018 including $2,933,428 for utility force main transmission system improvements, $8,584,792 for master pump systems improvements, $4,985,563 for Vanderbilt Drive utility improvements and $5,026,945 for Naples Park basin improvements. In addition, $5,992,247 was related to the Solid Waste Northeast recycling drop‐off center, $1,019,696 for the Marco Airport Apron and Terminal Upgrades and $1,018,376 for the Immokalee Airport Taxiway improvements. The remaining $14,271,832 was made up of $10,765,382 in other County Water and Sewer projects, $938,342 in other solid waste projects and $2,568,108 in various Mass Transit projects. During fiscal year 2018, the County Water and Sewer District acquired the Golden Gate Utility. As a result of this acquisition, water and wastewater utility non‐depreciable assets of $4,868,672 and depreciable capital assets of $24,409,284 were recorded in the business‐type activities. Developer donated water and wastewater infrastructure in fiscal year 2018 amounted to $19,350,530 and $11,641,549 in fiscal year 2017. Subdivisions are required to meet County standards when installing water and wastewater services. Once completed, these assets are donated to and accepted by the County. Total purchases of land and non‐depreciable assets were $16,579,584 for fiscal year 2018, compared to $3,191,231 for fiscal year 2017. Fiscal year 2018 land purchases were primarily related to the acquisition of land for the amateur sports complex and various transportation projects. Additional information regarding Collier County’s capital assets can be found in Note 5 beginning on page 54 of this report. 13 Debt Administration At September 30, 2018, Collier County had total bonded debt, notes, loans and capital leases, of $493,453,831, an increase of $10,705,394 from the previous year. The following table illustrates the balances of all bonds, notes, loans and capital leases for the fiscal years ended September 30, 2018 and 2017: 2018 2017 Limited General Obligation Bonds 2,037,028$ 2,499,190$ Revenue Bonds 396,199,714 386,477,952 Notes and Loans Payable 94,459,755 92,590,646 Capital Leases 757,334 1,180,649 Total 493,453,831$ 482,748,437$ Outstanding Debt On December 28, 2017, Collier County issued the Series 2017 Special Obligation Refunding Revenue Note (Bank Term Loan) in the par amount of $43,713,000. These bonds were issued for the purpose of advance refunding portions of the County’s outstanding Special Obligation Revenue Bonds, Series 2010. On February 28, 2018 the Series 2018 Collier County Water and Sewer Revenue Bond (Bank Term Loan) was issued in the par amount of $35,965,000 for purposes of acquiring the Golden Gate Utility System and paying associated costs of issuance. Effective as of the transfer date the Golden Gate Utility System was included in the Collier County Water‐Sewer District service area. On April 30, 2018, Collier County issued a $12,000,000 commercial paper loan through the Florida Local Government Finance Commission’s Pooled Commercial Paper Program. The loan was issued for purposes of acquiring land for the construction of the County’s regional tournament caliber amateur sports complex. Collier County’s Special Obligation Revenue Bonds carry ratings of Aa2, AAA and AA by Moody’s, Standard and Poor’s and Fitch Ratings, Inc., respectively. The Series 2017 Special Obligation Refunding Revenue Note (Bank Term Loan) was issued as a direct placement with a commercial bank and therefore carries an implied rating of Aa2, AAA and AA by Moody’s, Standard and Poor’s and Fitch Ratings, Inc., respectively. The County’s Series 2012 Gas Tax Revenue Bonds carry ratings of A2, A+ and AA‐ by Moody’s, Standard and Poor’s and Fitch Ratings, Inc., respectively. The Series 2014 Gas Tax Revenue Bond (Bank Term Loan) was issued as a direct placement with a commercial bank and therefore carries an implied rating of A2, A+ and AA‐ by Moody’s, Standard and Poor’s and Fitch Ratings, Inc., respectively. Collier County’s Water and Sewer Revenue Bonds carry ratings of Aa1 and AAA, respectively, by Moody’s and Fitch Ratings, Inc. The Series 2013, 2015 and 2018 County Water and Sewer Revenue Bonds issued as direct placements with commercial banks and, as such, carry an implied rating of Aa1 and AAA by Moody’s and Fitch Ratings, Inc., respectively. The Constitution of the State of Florida, Florida Statute 200.181 and Collier County set no legal debt limit. Further information regarding Collier County’s long‐term debt can be found in Note 6 beginning on page 55 of this report. General Fund Budgetary Highlights During the current fiscal year, the General Fund expenditure appropriations increased by $3,912,600. Significant variances between the original budget and the final amended budget are listed below: $395,654 decrease in other general administrative operating to provide funding in other areas for computer purchases and debt service payments. $290,000 decrease in facilities management personal services and a $1,181,550 increase in facilities management operating for a preventative maintenance initiative in addition to hurricane Irma repairs. $1,733,000 increase in Sheriff’s personal services related to special detail duties and $396,217 in Sheriff’s operating to provide funds for education and training programs. 14 $546,988 increase in Emergency Management Administration operating due to hurricane Irma and unplanned computer purchases. $412,350 increase in Mental Health operating due to re‐budgeting of lapsed appropriations from the previous fiscal year. Significant variances between actual results and final budget amounts in the General Fund occurred during fiscal year 2018. Tax revenues were under budget by $10,653,664 primarily due to the early payment discount allowed for property taxes. The discount ranges from a maximum 4% to 1%, depending on the date of payment. Intergovernmental revenues were $12,613,629 over the amount budgeted primarily due to an increase in the amount of state revenue sharing and sales tax. Economic Factors and Year 2019 Budgets and Rates The following factors were taken into account in preparing the fiscal year 2019 budget: A 6% increase in countywide taxable property values. Millage neutral General Fund tax rate. Expected year on year increases in sales tax and state shared revenues of 2.6% and 10%, respectively. A 2.9% general wage adjustment along with a .6% market based pay plan maintenance component. Maintain health care program contributions at 80% employer and 20% employee across all agencies (excluding Sheriff and Tax Collector). During fiscal year 2018, the General Fund unassigned fund balance increased by $22,536,663 to $77,341,766. As of January 24, 2019, $60,057,613 of the fiscal year 2018 unassigned fund balance has been appropriated as carryforward for fiscal year 2018, with $42,510,470 budgeted in reserves. Contact Information This financial report is intended to give the user a general overview of Collier County Government’s finances. Any questions resulting from review of this information may be addressed to: Collier County Clerk of the Circuit Court Department of Finance and Accounting 3299 Tamiami Trail East, Suite #403 Naples, Florida 34112‐5746 Our office may also be contacted via the internet at www.collierclerk.com. 15 Governmental Business‐type Component Activities Activities Total Units ASSETS Current assets: Cash and investments 221,357,576$ 169,362,166$ 390,719,742$ 264,511$ Cash with fiscal agent 11,790,009 ‐ 11,790,009 ‐ Trade receivables, net 835,923 16,331,512 17,167,435 ‐ Impact fee receivable 219,543 ‐ 219,543 ‐ Special assessments receivable ‐ 98,376 98,376 ‐ Interest receivable 474,085 474,744 948,829 ‐ Due from other governments 9,462,459 2,620,114 12,082,573 ‐ Internal balances 842,181 (842,181) ‐ ‐ Deposits 6,253 2,000 8,253 ‐ Inventory 1,711,494 6,510,267 8,221,761 ‐ Prepaid costs 89,881 22,643 112,524 ‐ Restricted assets: Cash and investments 22,956,540 5,692,736 28,649,276 ‐ Trade receivables, net 1,334,413 9,066 1,343,479 ‐ Notes receivable 54,612 ‐ 54,612 ‐ Interest receivable 702,544 43,512 746,056 ‐ Due from other governments 9,183,678 3,326,267 12,509,945 ‐ Deposits 1,875 ‐ 1,875 ‐ Inventory for resale 9,796,692 ‐ 9,796,692 ‐ Total current assets 290,819,758 203,651,222 494,470,980 264,511 Noncurrent assets: Restricted assets: Cash and investments 328,779,479 29,534,515 358,313,994 ‐ Notes receivable 375,672 ‐ 375,672 ‐ Impact fee receivable 5,228,917 ‐ 5,228,917 ‐ Special assessments receivable 1,405 252,855 254,260 ‐ Notes receivable 1,567,791 ‐ 1,567,791 ‐ Unamortized bond insurance 8,097 ‐ 8,097 ‐ Capital assets: Land and non‐depreciable capital assets 481,003,646 104,292,241 585,295,887 ‐ Depreciable capital assets, net 1,108,054,211 851,593,571 1,959,647,782 ‐ Total noncurrent assets 1,925,019,218 985,673,182 2,910,692,400 ‐ Total assets 2,215,838,976 1,189,324,404 3,405,163,380 264,511 DEFERRED OUTFLOWS OF RESOURCES Deferred charges on debt refundings 13,030,836 3,981,935 17,012,771 ‐ Deferred outflows of resources related to OPEB 2,048,462 ‐ 2,048,462 ‐ Deferred outflows of resources related to pensions 108,307,202 22,311,036 130,618,238 ‐ Total deferred outflows of resources 123,386,500$ 26,292,971$ 149,679,471$ ‐$ Primary Government COLLIER COUNTY, FLORIDA STATEMENT OF NET POSITION SEPTEMBER 30, 2018 The notes to the financial statements are an integral part of this statement. 16 Governmental Business‐type Component Activities Activities Total Units LIABILITIES Current liabilities: Accounts payable 17,941,498$ 15,709,906$ 33,651,404$ ‐$ Wages payable 9,007,016 1,879,270 10,886,286 ‐ Retainage payable 1,346,210 2,293,846 3,640,056 ‐ Due to other governments 3,389,287 10,592 3,399,879 ‐ Self‐insurance claims payable 8,111,260 ‐ 8,111,260 ‐ Compensated absences 9,993,806 2,521,534 12,515,340 ‐ Capital lease obligations 83,164 347,776 430,940 ‐ Notes payable 473,424 6,977,250 7,450,674 ‐ Unearned revenue 107,482 40,517 147,999 ‐ Net pension liability 1,609,089 299,194 1,908,283 ‐ Interest payable 4,241,749 ‐ 4,241,749 ‐ Bonds and loans payable 22,570,000 4,696,110 27,266,110 ‐ Liabilities payable from restricted assets: Accounts payable 14,682,988 1,233,622 15,916,610 ‐ Wages payable 1,354,774 136 1,354,910 ‐ Retainage payable 1,811,119 16,269 1,827,388 ‐ Refundable deposits 879,839 130,592 1,010,431 ‐ Interest payable ‐ 1,229,810 1,229,810 ‐ Due to other governments 4,921,684 69,022 4,990,706 ‐ Unearned revenue ‐ 129,516 129,516 ‐ Notes payable ‐ 2,391,307 2,391,307 ‐ Bonds and loans payable ‐ 1,565,370 1,565,370 ‐ Total current liabilities 102,524,389 41,541,639 144,066,028 ‐ Noncurrent liabilities: Self‐insurance claims payable 4,024,813 ‐ 4,024,813 ‐ Compensated absences 19,635,831 630,385 20,266,216 ‐ Capital lease obligations 153,269 173,125 326,394 ‐ Landfill post‐closure liability ‐ 1,750,180 1,750,180 ‐ Total OPEB liability 25,762,960 2,460,259 28,223,219 ‐ Net pension liability 259,987,593 53,511,635 313,499,228 ‐ Notes payable 4,141,774 68,576,000 72,717,774 ‐ Bonds and loans payable, net 277,556,473 103,748,789 381,305,262 ‐ Total noncurrent liabilities 591,262,713 230,850,373 822,113,086 ‐ Total liabilities 693,787,102 272,392,012 966,179,114 ‐ DEFERRED INFLOWS OF RESOURCES Deferred inflows of resources related to OPEB 1,140,188 58,678 1,198,866 ‐ Deferred inflows of resources related to pensions 24,396,701 4,728,023 29,124,724 ‐ Total deferred inflows of resources 25,536,889 4,786,701 30,323,590 ‐ NET POSITION Net investment in capital assets 1,287,184,579 763,258,712 2,050,443,291 ‐ Restricted for: Growth related capital expansion 111,165,092 19,503,905 130,668,997 ‐ Transportation capital projects 46,721,315 ‐ 46,721,315 ‐ Community development 46,589,583 ‐ 46,589,583 ‐ Tourist development 71,202,163 ‐ 71,202,163 ‐ Conservation Collier 32,778,883 ‐ 32,778,883 ‐ Community redevelopment 12,067,560 ‐ 12,067,560 ‐ Grants 11,707,199 2,395,045 14,102,244 ‐ Debt service 4,985,475 9,782,838 14,768,313 ‐ Court programs 11,647,142 ‐ 11,647,142 ‐ Public safety 7,089,936 ‐ 7,089,936 ‐ Nonexpendable purposes ‐ other 1,582,800 ‐ 1,582,800 ‐ Special revenues ‐ other 4,507,831 ‐ 4,507,831 ‐ Renewal and replacement ‐ 300,000 300,000 ‐ Unrestricted (29,328,073) 143,198,162 113,870,089 264,511 Total net position 1,619,901,485$ 938,438,662$ 2,558,340,147$ 264,511$ Primary Government 17 Fees, Fines and Operating Capital Charges for Grants and Grants and Expenses Services Contributions Contributions Primary Government: Governmental Activities: General government 126,919,917$ 37,703,116$ 1,678,021$ 3,087,390$ Public safety 223,177,415 28,039,804 8,200,112 4,316,622 Physical environment 37,841,630 668,861 5,495,873 26,954,238 Transportation 83,385,602 2,110,950 5,616,730 1,212,457 Economic environment 10,374,348 1,076,812 5,487,999 8,940 Human services 16,606,308 489,902 2,810,173 3,995 Culture and recreation 58,041,633 7,885,810 260,061 12,061,362 Interest and fiscal charges 9,736,602 ‐ ‐ ‐ Total governmental activities 566,083,455 77,975,255 29,548,969 47,645,004 Business‐type Activities: Water and sewer 144,113,339 145,757,365 28,669 33,751,741 Solid waste 106,822,777 50,448,802 11,265,513 289,785 Emergency medical services 32,275,014 12,835,588 654,593 61,353 Airport authority 5,532,858 3,950,463 ‐ 1,861,193 Mass transit 12,679,380 1,128,953 4,477,478 2,706,382 Total business‐type activities 301,423,368 214,121,171 16,426,253 38,670,454 Total primary government 867,506,823 292,096,426 45,975,222 86,315,458 Component Units: Industrial Development Authority 17,016$ 20,763$ ‐$ ‐$ Health Facilities Authority 2,687 55,438 ‐ ‐ Housing Finance Authority 3,547 ‐ ‐ ‐ Educational Facilities Authority 16,015 14,584 ‐ ‐ Total component units 39,265$ 90,785$ ‐$ ‐$ General revenues: Property taxes Gas taxes Sales tax Tourist taxes Communications services tax State revenue sharing Other taxes Interest income Miscellaneous Transfers, net Total general revenues and transfers Change in net position Net position ‐ beginning Net position ‐ ending The notes to the financial statements are an integral part of this statement. FUNCTIONS/PROGRAMS COLLIER COUNTY, FLORIDA STATEMENT OF ACTIVITIES FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 Program Revenues 18 Governmental Business‐type Component Activities Activities Total Units (84,451,390)$ ‐$ (84,451,390)$ ‐$ (182,620,877) ‐ (182,620,877) ‐ (4,722,658) ‐ (4,722,658) ‐ (74,445,465) ‐ (74,445,465) ‐ (3,800,597) ‐ (3,800,597) ‐ (13,302,238) ‐ (13,302,238) ‐ (37,834,400) ‐ (37,834,400) ‐ (9,736,602) ‐ (9,736,602) ‐ (410,914,227) ‐ (410,914,227) ‐ ‐ 35,424,436 35,424,436 ‐ ‐ (44,818,677) (44,818,677) ‐ ‐ (18,723,480) (18,723,480) ‐ ‐ 278,798 278,798 ‐ ‐ (4,366,567) (4,366,567) ‐ ‐ (32,205,490) (32,205,490) ‐ (410,914,227) (32,205,490) (443,119,717) ‐ 3,747$ 52,751 (3,547) (1,431) 51,520$ 337,447,141 ‐ 337,447,141 ‐ 22,748,568 ‐ 22,748,568 ‐ 44,092,859 ‐ 44,092,859 ‐ 27,962,471 ‐ 27,962,471 ‐ 4,498,036 ‐ 4,498,036 ‐ 12,564,156 ‐ 12,564,156 ‐ 2,416,475 ‐ 2,416,475 ‐ 6,856,561 2,601,695 9,458,256 275 18,120,600 8,422,701 26,543,301 ‐ (16,486,927) 16,486,927 ‐ ‐ 460,219,940 27,511,323 487,731,263 275 49,305,713 (4,694,167) 44,611,546 51,795 1,570,595,772 943,132,829 2,513,728,601 212,716 1,619,901,485$ 938,438,662$ 2,558,340,147$ 264,511$ Net (Expense) Revenue and Changes in Net Position Primary Government 19 Bayshore Gateway Immokalee Community Community Other Total General Redevelopment Redevelopment Governmental Governmental Fund Agency Agency Funds Funds ASSETS Cash and investments 91,426,674$ 2,142,613$ 712,670$ 414,210,757$ 508,492,714$ Cash with fiscal agent ‐ ‐ ‐ 11,790,009 11,790,009 Receivables: Interest 179,024 5,085 1,558 846,821 1,032,488 Trade, net 560,909 ‐ ‐ 1,589,634 2,150,543 Notes 1,567,791 ‐ ‐ 430,284 1,998,075 Impact Fee ‐ ‐ ‐ 5,448,460 5,448,460 Special assessments ‐ ‐ ‐ 1,405 1,405 Due from other funds 639,087 ‐ ‐ 12,263,324 12,902,411 Due from other governments 8,713,412 8,270 13,755 9,607,884 18,343,321 Deposits 6,253 ‐ 625 1,250 8,128 Inventory for resale ‐ 9,566,959 ‐ 229,733 9,796,692 Inventory 453,582 ‐ ‐ 882,664 1,336,246 Advances to other funds 589,875 ‐ ‐ 5,658,893 6,248,768 Prepaid costs 33,215 ‐ ‐ 10,400 43,615 Total assets 104,169,822$ 11,722,927$ 728,608$ 462,971,518$ 579,592,875$ LIABILITIES, DEFERRED INFLOWS OF RESOURCES AND FUND BALANCES Liabilities: Accounts payable 8,175,631$ 49,273$ 9,574$ 23,119,824$ 31,354,302$ Wages payable 8,023,477 10,702 5,538 2,057,510 10,097,227 Due to other funds 1,743,049 63,735 67,116 11,909,113 13,783,013 Due to other governments 3,385,962 210 ‐ 4,924,764 8,310,936 Unearned revenues 400 ‐ ‐ 8,189 8,589 Refundable deposits 812,506 1,500 ‐ 65,833 879,839 Retainage payable ‐ ‐ ‐ 3,157,329 3,157,329 Advances from other funds ‐ ‐ 178,901 6,019,739 6,198,640 Total liabilities 22,141,025 125,420 261,129 51,262,301 73,789,875 Deferred inflows of resources: Unavailable revenue ‐ ‐ ‐ 5,453,458 5,453,458 Fund balances: Nonspendable 2,644,463 ‐ ‐ 8,134,757 10,779,220 Restricted 306,146 11,597,507 467,479 342,449,298 354,820,430 Committed ‐ ‐ ‐ 34,792,876 34,792,876 Assigned 1,736,422 ‐ ‐ 21,129,264 22,865,686 Unassigned 77,341,766 ‐ ‐ (250,436) 77,091,330 Total fund balances 82,028,797 11,597,507 467,479 406,255,759 500,349,542 Total liabilities, deferred inflows of resources and fund balances 104,169,822$ 11,722,927$ 728,608$ 462,971,518$ 579,592,875$ The notes to the financial statements are an integral part of this statement. COLLIER COUNTY, FLORIDA BALANCE SHEET GOVERNMENTAL FUNDS SEPTEMBER 30, 2018 20 500,349,542$ Land and other non‐depreciable assets 436,764,337$ Construction in progress 44,239,309 Depreciable assets, net of $1,011,957,391 in accumulated depreciation 1,088,907,646 1,569,911,292 8,097 5,453,458 Accrued interest on bonds (4,241,749)$ Bonds and notes payable (292,820,198) Capital lease obligations (236,433) Compensated absences (29,083,549) Total OPEB liability (25,433,197) Pension liability (256,265,828) Unamortized premium (11,921,473) (620,002,427) 13,030,836 2,048,462 106,190,144 (1,132,324) (23,918,546) 67,962,951 Total net position ‐ governmental activities 1,619,901,485$ The notes to the financial statements are an integral part of this statement. OPEB deferred inflows Fund balances ‐ total governmental funds Capital assets used in governmental activities are not financial resources and therefore are Internal service funds are used by the County to charge self‐insurance, fleet management, motor pool capital recovery and information technology services to individual funds. The assets, deferred outflows, liabilities and deferred inflows of the internal service funds are included in governmental activities in the statement of net position. Internal service fund net position is: Certain long‐term assets are not financial resources and therefore are not reported in the governmental funds ‐ unamortized bond insurance premium. Certain revenues will be collected after year‐end, but are not available to pay for the current period's expenditures, and therefore are reported as deferred inflows in the funds. Certain liabilities applicable to the County's governmental activities are not due and payable in the current period and accordingly are not reported as fund liabilities. Interest on long‐term debt is not accrued in the governmental funds, but is recognized as an expenditure when due. All liabilities are reported in the statement of net position. Balances at September 30, 2018 are: Unamortized deferred charges on refunding OPEB deferred outflows not reported in the funds. Those assets consist of: Pension deferred outflows Pension deferred inflows COLLIER COUNTY, FLORIDA RECONCILIATION OF THE BALANCE SHEET OF GOVERNMENTAL FUNDS TO THE STATEMENT OF NET POSITION SEPTEMBER 30, 2018 Differences in amounts reported for governmental activities in the statement of net position on pages 16‐17: 21 Bayshore Gateway Immokalee Community Community Other Total General Redevelopment Redevelopment Governmental Governmental Fund Agency Agency Funds Funds Revenues: Taxes 285,593,995$ 1,562,600$ 628,800$ 99,028,839$ 386,814,234$ Licenses, permits and impact fees 215,860 ‐ ‐ 74,886,350 75,102,210 Intergovernmental 64,190,464 198,552 13,754 27,803,775 92,206,545 Charges for services 17,870,088 526,632 529,648 18,054,532 36,980,900 Fines and forfeitures 440,773 ‐ ‐ 1,934,145 2,374,918 Interest income 1,655,421 27,080 8,282 4,441,850 6,132,633 Special assessments ‐ ‐ ‐ 4,789,426 4,789,426 Miscellaneous 1,892,028 131,192 ‐ 2,503,337 4,526,557 Total revenues 371,858,629 2,446,056 1,180,484 233,442,254 608,927,423 Expenditures: Current: General government 66,354,762 ‐ ‐ 34,843,687 101,198,449 Public safety 167,021,759 ‐ ‐ 31,074,841 198,096,600 Physical environment 683,887 ‐ ‐ 31,310,051 31,993,938 Transportation 343,564 ‐ ‐ 45,560,971 45,904,535 Economic environment 2,238,182 1,168,361 347,941 6,187,171 9,941,655 Human services 11,844,305 ‐ ‐ 4,004,540 15,848,845 Culture and recreation 16,573,290 ‐ ‐ 31,098,147 47,671,437 Debt service Principal 55,478 ‐ ‐ 21,808,781 21,864,259 Interest 7,707 ‐ ‐ 10,156,840 10,164,547 Fiscal charges ‐ ‐ ‐ 127,540 127,540 Capital outlay 15,470,157 379,882 662,255 66,358,999 82,871,293 Total expenditures 280,593,091 1,548,243 1,010,196 282,531,568 565,683,098 Excess (deficit) of revenues over (under) expenditures 91,265,538 897,813 170,288 (49,089,314) 43,244,325 Other financing sources (uses): Loans issued ‐ ‐ ‐ 55,713,000 55,713,000 Sale of capital assets 952,480 ‐ ‐ 112,750 1,065,230 Insurance proceeds 210,429 ‐ ‐ 3,552,168 3,762,597 Payment to refunding escrow ‐ ‐ ‐ (44,525,435) (44,525,435) Transfers in 12,351,959 214,800 85,000 101,705,828 114,357,587 Transfers out (84,981,060) (634,700) (81,600) (47,212,736) (132,910,096) Total other financing sources (uses) (71,466,192) (419,900) 3,400 69,345,575 (2,537,117) Net change in fund balances 19,799,346 477,913 173,688 20,256,261 40,707,208 Fund balances at beginning of year 62,229,451 11,119,594 293,791 385,999,498 459,642,334 Fund balances at end of year 82,028,797$ 11,597,507$ 467,479$ 406,255,759$ 500,349,542$ COLLIER COUNTY, FLORIDA STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 The notes to the financial statements are an integral part of this statement. 22 40,707,208$ Capital outlay 82,871,293$ Depreciation expense (70,024,109) 12,847,184 669,515 (4,426) (63,855) (455,919) Debt proceeds (55,713,000)$ Transfer to refunding escrow agent 41,110,000 Bond and loan principal payments 21,784,891 Payments on capital lease obligations 79,368 7,261,259 Compensated absences (1,119,590)$ OPEB expense (284,503) Pension expense (18,614,260) Accrued interest on bonds and loans 341,687 Amortization of bond insurance premium (2,491) Amortization of deferred charges on refunding 1,681,793 Amortization of premium 1,949,931 (16,047,433) 4,392,180 Change in net position ‐ governmental activities 49,305,713$ net position the cost of these assets is allocated over their estimate useful lives and reported as depreciation expense. governmental funds as there is no flow of current financial resources. The notes to the financial statements are an integral part of this statement. COLLIER COUNTY, FLORIDA RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES Differences in amounts reported for governmental activities in the statement of activities on pages 18‐19: Debt proceeds provide current financial resources for governemntal funds, but issuing debt increases liabilities in the statement of net position. Repayment of principal on long‐term debt is an expenditure in governmental funds, but a reduction of long‐term liabilities in the statement of net position. The net revenues of internal service funds are reported with governmental activities. FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 Certain amounts reported in the statement of activities do not require the use of current financial resources and therefore are not reported as expenditures in the governmental funds. Governmental funds report capital outlays as expenditures. However, in the statement of Donations of capital assets are not financial resources to governmental funds, but receiving donated assets increases net position in the statement of net position. Capital assets transferred to and from proprietary funds are not recorded in the In the statement of net position, the gain or loss on the sale of capital assets is reported. However, in the governmental funds the proceeds from the sale of capital assets increase financial resources. The change in net position differs from the change in fund balances by the net book value of assets disposed. Certain revenues not considered available are not recognized in the governmental funds but are included in the statement of activities. Net change in fund balances ‐ total governmental funds 23 Original Final Budget Budget Actual Variance Revenues: Taxes 296,259,900$ 296,259,900$ 285,606,236$ (10,653,664)$ Licenses, permits and impact fees 317,300 317,300 215,860 (101,440) Intergovernmental 50,753,000 50,753,000 63,366,629 12,613,629 Charges for services 20,917,326 22,907,368 17,870,088 (5,037,280) Fines and forfeitures 401,000 401,000 440,773 39,773 Interest income 893,000 893,000 2,061,525 1,168,525 Miscellaneous 8,505,000 8,527,600 9,907,816 1,380,216 Total revenues 378,046,526 380,059,168 379,468,927 (590,241) Expenditures: Current: General government Board of County Commissioners personal services 1,129,500 1,136,800 1,135,169 1,631 Board of County Commissioners operating 98,400 102,400 77,725 24,675 County manager administrative personal services 1,017,500 1,017,500 999,431 18,069 County manager administrative operating 63,300 63,300 40,064 23,236 Corporate planning and improvement personal services 608,100 608,100 602,577 5,523 Corporate planning and improvement operating 39,900 39,900 16,619 23,281 Budget and management personal services 701,600 701,600 669,007 32,593 Budget and management operating 91,700 91,700 48,826 42,874 Budget and management capital outlay 1,500 1,500 1,287 213 Administrative services personal services 2,806,800 2,736,057 2,630,241 105,816 Administrative services operating 313,100 412,800 383,354 29,446 Administrative services capital outlay ‐ 4,043 4,043 ‐ Human resources administration personal services 1,535,600 1,535,600 1,495,980 39,620 Human resources administration operating 606,100 613,800 409,406 204,394 Human resources administration capital outlay 10,100 10,100 7,903 2,197 Clerk of the Circuit Court personal services 7,940,600 7,470,000 7,442,409 27,591 Clerk of the Circuit Court operating 2,115,300 2,463,300 2,232,897 230,403 Clerk of the Circuit Court capital outlay 205,300 387,900 386,830 1,070 Property Appraiser personal services 5,808,618 5,808,618 5,625,748 182,870 Property Appraiser operating 1,841,900 1,841,900 2,220,699 (378,799) Property Appraiser capital outlay 25,000 25,000 45,813 (20,813) Tax Collector personal services 11,374,486 11,390,778 10,684,424 706,354 Tax Collector operating 3,696,411 3,694,419 3,569,258 125,161 Tax Collector capital outlay 627,587 627,587 623,619 3,968 County attorney personal services 2,370,900 2,370,900 2,335,966 34,934 County attorney operating 396,800 539,846 200,753 339,093 County attorney capital outlay 5,000 5,000 4,390 610 Natural resource planning operating 109,800 109,800 105,060 4,740 Circuit court operating 38,700 39,500 38,133 1,367 County court operating 27,200 27,200 23,866 3,334 State Attorney operating 345,800 345,800 317,436 28,364 Public Defender operating 303,400 303,400 150,377 153,023 Other general administrative personal services 200,000 92,700 12,234 80,466 Other general administrative operating 7,775,300 7,379,646 6,614,833 764,813 Facilities management personal services 5,487,200 5,197,200 5,021,619 175,581 Facilities management operating 8,745,900 9,927,450 10,067,298 (139,848) Facilities management capital outlay 76,000 76,000 49,351 26,649 Sheriff personal services 4,137,400 4,137,400 4,355,279 (217,879) Sheriff operating 177,700 177,700 71,545 106,155 Sheriff capital ‐ ‐ 3,787 (3,787) COLLIER COUNTY, FLORIDA GENERAL FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 24 Original Final Budget Budget Actual Variance Supervisor of Elections personal services 2,204,200$ 2,204,200$ 2,035,267$ 168,933$ Supervisor of Elections operating 1,542,900 1,510,216 1,484,868 25,348 Supervisor of Elections capital outlay 20,000 48,005 40,839 7,166 Public services operations personal services 479,500 527,700 526,469 1,231 Public services operations operating 66,600 57,578 54,628 2,950 Public services operations capital outlay 2,000 1,099 1,099 ‐ Real property management personal services 660,900 660,900 659,400 1,500 Real property management operating 42,000 42,000 32,342 9,658 Total general government 77,873,602 78,565,942 75,560,168 3,005,774 Public safety Sheriff personal services 137,171,100 138,904,100 135,904,291 2,999,809 Sheriff operating 29,636,600 30,032,817 27,962,431 2,070,386 Sheriff capital outlay 7,016,800 7,016,800 11,195,231 (4,178,431) Emergency management administration personal services 919,900 919,900 897,174 22,726 Emergency management administration operating 719,200 1,266,188 887,462 378,726 Helicopter operations operating 39,000 39,000 29,333 9,667 Medical examiner services operating 1,345,300 1,345,650 1,341,068 4,582 Medical examiner services capital outlay ‐ 18,000 18,000 ‐ Total public safety 176,847,900 179,542,455 178,234,990 1,307,465 Physical environment Conservation and resource management personal services 754,900 555,500 534,646 20,854 Conservation and resource management operating 175,200 196,500 131,889 64,611 Conservation and resource management capital outlay 3,000 4,600 1,378 3,222 Immokalee cemetery operating 25,100 25,100 17,352 7,748 Total physical environment 958,200 781,700 685,265 96,435 Transportation Alternative transportation modes personal services 322,500 324,250 324,169 81 Alternative transportation modes operating 25,300 23,550 19,395 4,155 Total transportation 347,800 347,800 343,564 4,236 Economic environment Veterans services personal services 348,100 361,100 358,639 2,461 Veterans services operating 39,700 39,700 29,830 9,870 Economic development personal services 447,800 447,800 403,361 44,439 Economic development operating 1,972,000 1,982,036 1,446,352 535,684 Economic development capital outlay 1,500 5,878 5,238 640 Total economic environment 2,809,100 2,836,514 2,243,420 593,094 Human services Health Care Responsibility Act operating 46,100 46,100 ‐ 46,100 Domestic animal services personal services 2,280,800 2,226,598 1,961,190 265,408 Domestic animal services operating 1,083,800 1,058,570 898,625 159,945 Domestic animal services capital outlay 7,000 158,922 46,988 111,934 Health department operating 1,815,600 1,954,660 1,781,248 173,412 Mental health operating 1,949,400 2,361,750 1,949,400 412,350 Client assistance personal services 845,800 850,500 817,372 33,128 Client assistance operating 4,573,700 4,502,011 4,175,649 326,362 Client assistance capital outlay 1,300 12,400 5,147 7,253 (continued) COLLIER COUNTY, FLORIDA GENERAL FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 25 Original Final Budget Budget Actual Variance Public services division office personal services 329,100$ 272,600$ 272,572$ 28$ Public services division office operating 36,300 29,226 22,538 6,688 Public services division office capital outlay 3,100 3,100 2,713 387 Total human services 12,972,000 13,476,437 11,933,442 1,542,995 Culture and recreation Library administration personal services 5,795,600 5,795,600 5,368,257 427,343 Library administration operating 2,316,800 2,334,577 2,196,065 138,512 Library administration capital outlay 61,000 61,000 60,578 422 Beach and water park operations personal services 3,518,900 3,491,600 3,309,411 182,189 Beach and water park operations operating 2,691,000 2,667,637 2,204,435 463,202 Beach and water park operations capital outlay ‐ 84,424 84,694 (270) Parks maintenance personal service 1,342,700 1,342,700 1,323,259 19,441 Parks maintenance operating 2,382,800 2,364,414 2,179,104 185,310 Parks maintenance capital outlay 200,000 337,202 341,577 (4,375) Total culture and recreation 18,308,800 18,479,154 17,067,380 1,411,774 Total expenditures 290,117,402 294,030,002 286,068,229 7,961,773 Excess of revenues over expenditures 87,929,124 86,029,166 93,400,698 7,371,532 Other financing sources (uses): Sale of capital assets ‐ ‐ 52,793 52,793 Insurance proceeds ‐ ‐ 3,588 3,588 Transfers in 5,556,976 5,468,634 12,673,733 7,205,099 Transfers out (86,785,700) (101,987,689) (84,051,945) 17,935,744 Total other financing sources (uses) (81,228,724) (96,519,055) (71,321,831) 25,197,224 Net change in fund balance 6,700,400 (10,489,889) 22,078,867 32,568,756 Fund balance at beginning of year 53,646,900 57,684,932 57,684,932 ‐ Fund balance at end of year 60,347,300$ 47,195,043$ 79,763,799$ 32,568,756$ Reconciliation: Net change in fund balance, budgetary basis 22,078,867$ Ad valorem tax refunds not budgeted (12,241) Net change in fair value of investments (406,104) Miscellaneous revenue related to indirect cost (8,053,100) Miscellaneous revenue related to Sheriff assets not budgeted 37,312 Public safety grant revenue not budgeted 823,835 Change in inventory 24,875 General government expenditures related to indirect cost 8,053,100 Public safety expenditures for multi‐period projects not budgeted (967,364) Public safety capital outlay funded by outside sources not budgeted (1,635,473) Insurance proceeds related to Sheriff assets not budgeted 206,841 Proceeds from sale of Sheriff assets not budgeted 899,687 Advances budgeted as transfers (321,774) Transfer helicopter operations inventory to EMS (929,115) Net change in fund balance, GAAP basis 19,799,346$ The notes to the financial statements are an integral part of this statement. STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 COLLIER COUNTY, FLORIDA GENERAL FUND 26 Original Final Budget Budget Actual Variance Revenues: Taxes 1,562,600$ 1,562,600$ 1,562,600$ ‐$ Intergovernmental 414,040 414,040 198,552 (215,488) Charges for services 903,105 903,105 526,632 (376,473) Interest income 15,300 15,300 34,959 19,659 Miscellaneous 15,000 15,000 131,192 116,192 Total revenues 2,910,045 2,910,045 2,453,935 (456,110) Expenditures: Economic environment Personal services 491,600 491,600 339,054 152,546 Operating 524,600 524,600 829,307 (304,707) Capital outlay 1,635,745 1,635,745 379,882 1,255,863 Total expenditures 2,651,945 2,651,945 1,548,243 1,103,702 Excess of revenues over expenditures 258,100 258,100 905,692 647,592 Other financing sources (uses): Transfers in 214,800 214,800 214,800 ‐ Transfers out (634,700) (634,700) (634,700) ‐ Total other financing sources (uses) (419,900) (419,900) (419,900) ‐ Net change in fund balances (161,800) (161,800) 485,792 647,592 Fund balances at beginning of year 1,518,200 1,518,200 1,518,200 ‐ Fund balances at end of year 1,356,400$ 1,356,400$ 2,003,992$ 647,592$ Reconciliation: Net change in fund balance, budgetary basis 485,792$ Net change in fair value of investments (7,879) Net change in fund balance, GAAP basis 477,913$ The notes to the financial statements are an integral part of this statement. COLLIER COUNTY, FLORIDA BAYSHORE GATEWAY COMMUNITY REDEVELOPMENT AGENCY STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 27 Original Final Budget Budget Actual Variance Revenues: Taxes 628,800$ 628,800$ 628,800$ ‐$ Intergovernmental 3,500 ‐ 13,754 13,754 Charges for services ‐ 797,998 529,648 (268,350) Interest income ‐ 3,500 10,664 7,164 Total revenues 632,300 1,430,298 1,182,866 (247,432) Expenditures: Economic environment Personal services 304,600 304,600 194,136 110,464 Operating 275,700 405,700 153,805 251,895 Capital outlay ‐ 925,998 662,255 263,743 Total expenditures 580,300 1,636,298 1,010,196 626,102 Excess (deficit) of revenues over (under) expenditures 52,000 (206,000) 172,670 378,670 Other financing sources (uses): Transfers in 85,000 185,000 85,000 (100,000) Transfers out (111,600) (211,600) (111,600) 100,000 Total other financing sources (uses) (26,600) (26,600) (26,600) ‐ Net change in fund balances 25,400 (232,600) 146,070 378,670 Fund balances at beginning of year 396,500 396,500 396,500 ‐ Fund balances at end of year 421,900$ 163,900$ 542,570$ 378,670$ Reconciliation: Net change in fund balance, budgetary basis 146,070$ Net change in fair value of investments (2,382) Advances budgeted as transfers 30,000 Net change in fund balance, GAAP basis 173,688$ The notes to the financial statements are an integral part of this statement. COLLIER COUNTY, FLORIDA IMMOKALEE COMMUNITY REDEVELOPMENT AGENCY STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 28 Governmental Emergency Activities ‐ County Water Solid Waste Medical Other Internal and Sewer Disposal Services Funds Total Service Funds Current assets: Cash and investments 132,791,761$ 17,217,761$ 17,248,375$ 2,104,269$ 169,362,166$ 64,600,881$ Receivables: Trade, net 13,176,122 1,654,929 1,425,473 74,988 16,331,512 19,793 Special assessments 98,376 ‐ ‐ ‐ 98,376 ‐ Interest 284,421 146,282 38,453 5,588 474,744 144,141 Due from other funds ‐ 365,580 ‐ 12,013 377,593 516,107 Due from other governments 1,031,282 1,321,111 267,721 ‐ 2,620,114 302,816 Deposits 2,000 ‐ ‐ ‐ 2,000 ‐ Inventory 5,360,008 ‐ 1,019,892 130,367 6,510,267 375,248 Prepaid costs 10,381 ‐ 12,262 ‐ 22,643 46,266 Restricted assets: Cash and investments 5,309,506 123,671 156,300 103,259 5,692,736 ‐ Trade, net 9,066 ‐ ‐ ‐ 9,066 ‐ Interest receivable 43,163 ‐ 349 ‐ 43,512 ‐ Due from other governments ‐ ‐ ‐ 3,326,267 3,326,267 ‐ Total current assets 158,116,086 20,829,334 20,168,825 5,756,751 204,870,996 66,005,252 Noncurrent assets: Restricted assets: Cash and investments 29,534,515 ‐ ‐ ‐ 29,534,515 ‐ Receivables: Special assessments 252,855 ‐ ‐ ‐ 252,855 ‐ Advances to other funds 41,091,750 ‐ ‐ ‐ 41,091,750 ‐ Capital assets: Land and nondepreciable capital assets 76,497,271 17,392,231 ‐ 10,402,739 104,292,241 ‐ Depreciable capital assets, net 773,001,222 21,805,412 7,399,332 49,387,605 851,593,571 19,146,565 Total noncurrent assets 920,377,613 39,197,643 7,399,332 59,790,344 1,026,764,932 19,146,565 Total assets 1,078,493,699 60,026,977 27,568,157 65,547,095 1,231,635,928 85,151,817 Deferred charges on debt refundings 3,981,935 ‐ ‐ ‐ 3,981,935 ‐ Deferred outflows of resources related to pensions 8,573,977 987,739 12,408,323 340,997 22,311,036 2,117,058 Total deferred outflows of resources 12,555,912 987,739 12,408,323 340,997 26,292,971 2,117,058 (Continued) COLLIER COUNTY, FLORIDA STATEMENT OF NET POSITION PROPRIETARY FUNDS SEPTEMBER 30, 2018 Business‐type Activities Enterprise Funds ASSETS DEFERRED OUTFLOWS OF RESOURCES 29 Governmental Emergency Activities ‐ County Water Solid Waste Medical Other Internal and Sewer Disposal Services Funds Total Service Funds LIABILITIES Current liabilities: Accounts payable 10,418,292$ 4,084,241$ 366,605$ 840,768$ 15,709,906$ 1,270,184$ Wages payable 1,022,151 105,823 712,587 38,709 1,879,270 264,563 Retainage payable 1,894,179 363,367 ‐ 36,300 2,293,846 ‐ Due to other funds 853 ‐ 11,036 1,209 13,098 ‐ Due to other governments 7,502 69 ‐ 3,021 10,592 35 Unearned revenues ‐ ‐ ‐ 40,517 40,517 98,893 Self‐insurance claims payable ‐ ‐ ‐ ‐ ‐ 8,111,260 Compensated absences 1,672,967 172,994 631,325 44,248 2,521,534 436,870 Capital lease obligations ‐ ‐ 347,776 ‐ 347,776 ‐ Net pension liability 182,178 18,814 89,483 8,719 299,194 39,923 Notes payable 6,977,250 ‐ ‐ ‐ 6,977,250 ‐ Bonds and loans payable 4,696,110 ‐ ‐ ‐ 4,696,110 ‐ Liabilities payable from restricted assets: Accounts payable 2,253 ‐ 11,247 1,220,122 1,233,622 ‐ Wages payable ‐ ‐ ‐ 136 136 ‐ Retainage payable ‐ ‐ ‐ 16,269 16,269 ‐ Due to other governments ‐ ‐ ‐ 69,022 69,022 ‐ Refundable deposits 120,766 ‐ ‐ 9,826 130,592 ‐ Unearned revenue ‐ 123,671 ‐ 5,845 129,516 ‐ Interest payable 1,229,810 ‐ ‐ ‐ 1,229,810 ‐ Notes payable 2,391,307 ‐ ‐ ‐ 2,391,307 ‐ Bonds and loans payable 1,565,370 ‐ ‐ ‐ 1,565,370 ‐ Total current liabilities 32,180,988 4,868,979 2,170,059 2,334,711 41,554,737 10,221,728 Noncurrent liabilities: Self‐insurance claims payable ‐ ‐ ‐ ‐ ‐ 4,024,813 Advance from other funds 50,128 41,091,750 ‐ ‐ 41,141,878 ‐ Compensated absences 418,242 43,249 157,831 11,063 630,385 109,218 Capital lease obligations ‐ ‐ 173,125 ‐ 173,125 ‐ Total OPEB liability 1,489,494 155,619 741,042 74,104 2,460,259 329,763 Net pension liability 21,808,962 2,471,832 28,335,153 895,688 53,511,635 5,290,931 Landfill post‐closure liability ‐ 1,750,180 ‐ ‐ 1,750,180 ‐ Notes payable 68,576,000 ‐ ‐ ‐ 68,576,000 ‐ Bonds and loans payable, net 103,748,789 ‐ ‐ ‐ 103,748,789 ‐ Total noncurrent liabilities 196,091,615 45,512,630 29,407,151 980,855 271,992,251 9,754,725 Total liabilities 228,272,603 50,381,609 31,577,210 3,315,566 313,546,988 19,976,453 DEFERRED INFLOWS OF RESOURCES Deferred inflows of resources related to OPEB 35,566 3,685 17,661 1,766 58,678 7,864 Deferred inflows of resources related to pensions 1,989,221 223,546 2,432,230 83,026 4,728,023 478,155 Total deferred inflows of resources 2,024,787 227,231 2,449,891 84,792 4,786,701 486,019 NET POSITION Net investment in capital assets 659,500,098 37,669,074 6,878,431 59,211,109 763,258,712 19,108,660 Restricted for grants and other purposes ‐ ‐ 145,402 2,249,643 2,395,045 ‐ Restricted for growth related capital expansion 19,503,905 ‐ ‐ ‐ 19,503,905 ‐ Restricted for renewal and replacement 300,000 ‐ ‐ ‐ 300,000 ‐ Restricted for debt service 9,782,838 ‐ ‐ ‐ 9,782,838 ‐ Unrestricted 171,665,380 (27,263,198) (1,074,454) 1,026,982 144,354,710 47,697,743 Total net position 860,752,221$ 10,405,876$ 5,949,379$ 62,487,734$ 939,595,210 66,806,403$ (1,156,548) Net position of Business‐type Activities 938,438,662$ The notes to the financial statements are an integral part of this statement. Cumulative consolidation adjustment for internal service fund activities related to enterprise funds Business‐type Activities Enterprise Funds COLLIER COUNTY, FLORIDA STATEMENT OF NET POSITION PROPRIETARY FUNDS SEPTEMBER 30, 2018 30 Governmental Emergency Activities ‐ County Water Solid Waste Medical Other Internal and Sewer Disposal Services Funds Total Service Funds Operating revenues: Charges for services 145,436,218$ 50,276,682$ 12,746,940$ 5,011,244$ 213,471,084$ 95,540,601$ Miscellaneous 321,147 172,120 88,648 68,172 650,087 39,289 Total operating revenues 145,757,365 50,448,802 12,835,588 5,079,416 214,121,171 95,579,890 Operating expenses: Personal services 33,695,443 4,238,608 25,323,021 1,436,417 64,693,489 8,541,864 Operating 56,812,458 100,492,128 4,701,721 13,051,969 175,058,276 95,914,291 Depreciation and amortization 45,664,287 1,508,112 1,646,623 3,429,936 52,248,958 3,050,700 Total operating expenses 136,172,188 106,238,848 31,671,365 17,918,322 292,000,723 107,506,855 Operating income (loss) 9,585,177 (55,790,046) (18,835,777) (12,838,906) (77,879,552) (11,926,965) Non‐operating revenues (expenses): Operating grants and contributions 28,669 11,265,513 654,593 4,477,478 16,426,253 240,299 Interest income 2,137,412 250,481 188,007 25,795 2,601,695 723,928 Insurance reimbursement 8,185,614 26,116 11,085 199,886 8,422,701 9,869,190 Interest expense (4,801,746) (384,050) (9,189) ‐ (5,194,985) ‐ Gain (loss) on disposal of capital assets (1,239,104) (4,800) 11,412 (165,690) (1,398,182) 586,242 Total non‐operating revenues 4,310,845 11,153,260 855,908 4,537,469 20,857,482 11,419,659 Income (loss) before contributions and transfers 13,896,022 (44,636,786) (17,979,869) (8,301,437) (57,022,070) (507,306) Capital grants and contributions 33,751,741 289,785 61,353 4,572,001 38,674,880 ‐ Transfers in 13,600 1,020,935 19,884,997 4,495,174 25,414,706 3,958,900 Transfers out (8,094,900) (824,905) (12,400) ‐ (8,932,205) (1,888,892) Total transfers and contributions 25,670,441 485,815 19,933,950 9,067,175 55,157,381 2,070,008 Change in net position 39,566,463 (44,150,971) 1,954,081 765,738 (1,864,689) 1,562,702 Net position ‐ beginning 821,185,758 54,556,847 3,995,298 61,721,996 65,243,701 Net position ‐ ending 860,752,221$ 10,405,876$ 5,949,379$ 62,487,734$ 66,806,403$ Consolidation adjustment for internal service fund activities related to enterprise funds (2,829,478) Change in net position of Business‐type Activities (4,694,167)$ The notes to the financial statements are an integral part of this statement. Business‐type Activities Enterprise Funds COLLIER COUNTY, FLORIDA STATEMENT OF REVENUES, EXPENSES AND CHANGES IN FUND NET POSITION PROPRIETARY FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 31 Governmental Emergency Activities ‐ County Water Solid Waste Medical Other Internal and Sewer Disposal Services Funds Total Service Funds Cash flows from operating activities: Cash received for services 144,930,441$ 50,043,122$ 13,126,326$ 5,142,972$ 213,242,861$ ‐$ Cash received from other funds for services ‐ ‐ ‐ ‐ ‐ 86,164,112 Cash received from employees for services ‐ ‐ ‐ ‐ ‐ 6,900,778 Cash received from other governments for services ‐ ‐ ‐ ‐ ‐ 460,077 Cash received from refundable deposits 114,000 ‐ ‐ ‐ 114,000 ‐ Cash received from retirees for services ‐ ‐ ‐ ‐ ‐ 1,725,389 Cash payments on behalf of retirees ‐ ‐ ‐ ‐ ‐ (1,358,288) Cash payments for goods and services (54,612,619) (99,987,024) (3,025,029) (9,607,244) (167,231,916) (90,554,901) Cash payments to employees (32,618,640) (3,656,555) (22,743,661) (1,360,721) (60,379,577) (8,109,715) Cash payments for interfund services (8,723,550) (2,458,710) (1,636,391) (3,083,481) (15,902,132) (626,268) Cash payments on refundable deposits (83,000) ‐ ‐ ‐ (83,000) ‐ Net cash provided by (used for) operating activities 49,006,632 (56,059,167) (14,278,755) (8,908,474) (30,239,764) (5,398,816) Cash flows from non‐capital financing activities: Cash received from operating grants ‐ 9,975,700 482,016 3,015,148 13,472,864 ‐ Cash transfers from other funds 574,625 61,528,160 18,959,538 6,166,686 87,229,009 4,471,500 Cash transfers to other funds (48,802,600) (20,417,530) (12,400) (1,659,345) (70,891,875) (2,401,492) Net cash provided by (used for) non‐capital financing activities (48,227,975) 51,086,330 19,429,154 7,522,489 29,809,998 2,070,008 Cash flows from capital and related financing activities: System development charges 14,107,445 ‐ ‐ ‐ 14,107,445 ‐ Special assessment collections 5,330 ‐ ‐ ‐ 5,330 ‐ Receipts from insurance reimbursements 8,211,484 26,116 11,085 160,343 8,409,028 9,854,822 Receipts from utility acquisition 5,913,372 ‐ ‐ ‐ 5,913,372 ‐ Proceeds from loans 35,965,000 ‐ ‐ ‐ 35,965,000 ‐ Proceeds from disposal of capital assets 204,197 85,200 63,550 30,700 383,647 581,317 Proceeds from capital grants ‐ ‐ ‐ 3,795,471 3,795,471 ‐ Payments for capital acquisitions (33,404,699) (6,758,241) (1,588,271) (4,554,449) (46,305,660) (4,594,022) Principal payments on notes (9,574,000) ‐ ‐ ‐ (9,574,000) ‐ Principal payments on state revolving loans (1,560,000) ‐ ‐ ‐ (1,560,000) ‐ Principal payments on bonds (3,968,061) ‐ ‐ ‐ (3,968,061) ‐ Payments to escrow agents (35,805,989) ‐ ‐ ‐ (35,805,989) ‐ Principal payments on leases ‐ ‐ (343,947) ‐ (343,947) ‐ Interest and fiscal agent fees paid (4,750,811) ‐ (9,189) ‐ (4,760,000) ‐ Net cash provided by (used for) capital and related financing activities (24,656,732) (6,646,925) (1,866,772) (567,935) (33,738,364) 5,842,117 Cash flows from investing activities: Interest on investments 1,819,498 277,449 182,798 27,103 2,306,848 703,037 Net cash provided by investing activities 1,819,498 277,449 182,798 27,103 2,306,848 703,037 Net increase (decrease) in cash and investments (22,058,577) (11,342,313) 3,466,425 (1,926,817) (31,861,282) 3,216,346 Cash and investments, October 1, 2017 189,694,359 28,683,745 13,938,250 4,134,345 236,450,699 61,384,535 Cash and investments, September 30, 2018 167,635,782$ 17,341,432$ 17,404,675$ 2,207,528$ 204,589,417$ 64,600,881$ Current cash and investments 132,791,761$ 17,217,761$ 17,248,375$ 2,104,269$ 169,362,166 64,600,881$ Current cash and investments‐restricted 5,309,506 123,671 156,300 103,259 5,692,736 ‐ Noncurrent cash and investments‐restricted 29,534,515 ‐ ‐ ‐ 29,534,515 ‐ Cash and investments, September 30, 2018 167,635,782$ 17,341,432$ 17,404,675$ 2,207,528$ 204,589,417$ 64,600,881$ (Continued) Business‐type Activities Enterprise Funds PROPRIETARY FUNDS COLLIER COUNTY, FLORIDA COMBINING STATEMENT OF CASH FLOWS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 32 Governmental Emergency Activities ‐ County Water Solid Waste Medical Other Internal and Sewer Disposal Services Funds Total Service Funds Operating income (loss)9,585,177$ (55,790,046)$ (18,835,777)$ (12,838,906)$ (77,879,552)$ (11,926,965)$ Adjustments to reconcile operating income (loss) to net cash provided by (used for) operating activities: Depreciation expense 45,664,287 1,508,112 1,646,623 3,429,936 52,248,958 3,050,700 Net changes in assets and liabilities: Trade receivable (403,853) (368,600) 255,235 92,397 (424,821) (320) Due from other funds ‐ (445) ‐ ‐ (445) (450,671) Due from other governments (556,099) (204) (1,774) ‐ (558,077) 31,848 Inventory (724,783) ‐ (70,384) (40,026) (835,193) (42,999) Prepaid costs 2,500 ‐ 49,050 ‐ 51,550 (1,266) Accounts payable (4,921,126) (1,739,751) 101,484 407,203 (6,152,190) (184,310) Retainage payable (679,882) ‐ ‐ ‐ (679,882) ‐ Wages payable (249,989) (31,257) 73,025 (3,550) (211,771) 8,253 Due to other funds (31,262) (213,431) (1,500) (5,938) (252,131) (47,940) Due to other governments (36,130) (424) ‐ (601) (37,155) 642 Compensated absences 92,553 23,441 89,989 4,199 210,182 40,274 Refundable deposits 31,000 ‐ ‐ ‐ 31,000 ‐ Unearned revenue ‐ (9,292) ‐ (28,235) (37,527) 89,609 Self‐insurance claims payable ‐ ‐ ‐ ‐ ‐ 3,651,314 Total OPEB liability (44,524) 30,316 15,801 1,960 3,553 3,215 Deferred inflows of resources related to OPEB 34,241 3,577 17,035 1,704 56,557 7,582 Net pension liability 317,819 694,578 1,221,334 49,250 2,282,981 163,214 Deferred outflows of resources related to pensions 46,056 (270,821) (176,060) (14,331) (415,156) (14,700) Deferred inflows of resources related to pensions 880,647 132,219 1,337,164 36,464 2,386,494 223,704 Landfill post closure liability ‐ (27,139) ‐ ‐ (27,139) ‐ Total adjustments 39,421,455 (269,121) 4,557,022 3,930,432 47,639,788 6,528,149 Net cash provided by (used for) operating activities 49,006,632$ (56,059,167)$ (14,278,755)$ (8,908,474)$ (30,239,764)$ (5,398,816)$ Non‐cash investing, capital and financing activities: Change in fair value of investments (505,162)$ (73,941)$ (52,956)$ (2,299)$ (634,358)$ (196,775)$ Developer infrastructure contributions 19,340,867 ‐ ‐ ‐ 19,340,867 ‐ Contributed capital assets 18,612 289,785 25,562 307,891 641,850 ‐ Change in capital related grant receivable ‐ ‐ ‐ 468,639 468,639 ‐ Change in special assessment receivable 308,320 ‐ ‐ ‐ 308,320 ‐ Capital related accounts payable 4,309,798 1,165,202 ‐ 526,666 6,001,666 37,905 Assets received from utility acquisition 29,277,956 ‐ ‐ ‐ 29,277,956 ‐ The notes to the financial statements are an integral part of this statement. Business‐type Activities Enterprise Funds COLLIER COUNTY, FLORIDA COMBINING STATEMENT OF CASH FLOWS PROPRIETARY FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 33 Agency Funds Cash and investments 36,850,700$ Receivables: Interest 14,252 Other 59,737 Total assets 36,924,689$ LIABILITIES Due to other governments 7,506,907$ Due to individuals 637,665 Refundable deposits 27,812,997 Due to special assessment holders 967,120 Total liabilities 36,924,689$ The notes to the financial statements are an integral part of this statement. ASSETS COLLIER COUNTY, FLORIDA STATEMENT OF FIDUCIARY NET POSITION AGENCY FUNDS SEPTEMBER 30, 2018 34 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 INDEX NOTE PAGE NUMBER 1 Summary of Significant Accounting Policies 36 2 Cash and Investments 48 3 Trade Receivables 51 4 Interfund Payables and Receivables 51 5 Capital Assets 54 6 Long‐Term Debt 54 7 Conduit Debt Obligations 62 8 Defined Benefit Pension Plans 62 9 Defined Contribution Plan 69 10 Transfers 70 11 Net Position/Fund Balances 70 12 Risk Management 73 13 Other Postemployment Benefits 74 14 Landfill Liability 80 15 Significant Contingencies 80 16 Significant Commitments 81 17 Subsequent Events 81 18 Fund Deficits 82 35 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The financial statements of Collier County, Florida (County) have been prepared in accordance with accounting principles generally accepted in the United States of America for governmental entities (GAAP). The more significant of the County’s accounting policies are described below. THE REPORTING ENTITY Entity status for financial reporting purposes is governed by Governmental Accounting Standards Board (GASB) Statement No. 14, The Financial Reporting Entity, as amended. The GASB is the standard setting body for the establishment of GAAP in governmental entities. Determination of the financial reporting entity of the County is founded upon the objective of accountability. These financial statements include the County government (the primary government) and two types of legally separate component units (blended and discrete). Component units are legally separate agencies that the primary government is financially accountable for or organizations which should be included in the reporting entity because of the nature and significance of their relationship with the primary government. Financial accountability is determined by the primary government's ability to appoint the voting majority of the entity's board and impose its will on the organization or there is a potential specific financial benefit/burden relationship. Financial accountability also exists if an organization is fiscally dependent and there is potential specific financial benefit/burden relationship. The primary government consists of Collier County, a political subdivision of the State of Florida that was established in 1923 by the Florida State Legislature. The County is governed by a Board of County Commissioners which consists of five members elected within single member districts. In addition, there are five separately elected Constitutional Officers: the Tax Collector, Property Appraiser, Sheriff, Clerk of the Circuit Court and Comptroller and Supervisor of Elections. The Constitutional Officers are elected county wide. Under the direction of the Clerk of the Circuit Court and Comptroller, the Finance and Accounting Department maintains the accounting system for the operations of the Board of County Commissioners, Supervisor of Elections and the Clerk of the Circuit Court and Comptroller. The Tax Collector, Property Appraiser and Sheriff each maintain their own accounting systems. For financial reporting purposes, the operations of the Board of County Commissioners and the Constitutional Officers are combined and presented as the primary government. The County's blended component units consist of organizations whose respective governing Boards are composed entirely of the Board of County Commissioners serving ex‐officio. These entities are legally separate, however the County has the financial and operational responsibility for these component units. In accordance with GASB Statement No. 14, as amended, these organizations are reported as if they were part of the County's operations. Collier County Water and Sewer District (District) ‐ The District was established by Chapter 88‐499, Laws of Florida, as amended by Chapter 03‐353, to provide water, sewer and effluent services to portions of the unincorporated area of Collier County. Collier County Community Redevelopment Agency (CRA) ‐ The CRA was established by Resolution 2000‐82 to benefit blighted areas in both the Immokalee Redevelopment and Bayshore/Gateway Triangle Redevelopment Areas. These two redevelopment areas are geographically separate and distinct. Collier County Airport Authority ‐ The Board of County Commissioners was established as the governing body of the Airport Authority by Ordinance 2010‐10. The Airport Authority is responsible for construction, improvement, equipment, development, regulation, operation and maintenance of the Marco Island, Immokalee and Everglades Airports and all related airport facilities. 36 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – CONTINUED Collier County Metropolitan Planning Organization (MPO) ‐ The Authority was created in 1981 by Collier County Resolution 81‐222 pursuant to Section 334.215, Florida Statutes, as amended by Section 339.175, Florida Statutes. The purpose of the MPO is to provide planning for all modes of travel in order to benefit the citizens of Collier County. The MPO is reported as part of the Grants and Shared Revenues fund. The County's discretely presented component units consist of organizations whose board members are appointed by the Board of County Commissioners. The County is able to impose its will on these entities because of its ability to remove appointed members from the component units' Boards. The Authorities maintain their own financial records, but do not issue separate financial statements. GASB Statement No. 14, as amended, requires that the financial data of the following organizations be reported in separate columns to emphasize that they are legally separate from the County. Collier County Housing Finance Authority ‐ The Authority was formed in 1980 by Collier County Ordinance 80‐66 for the purpose of stimulating the construction of residential housing for low and moderate income families through the use of public financing. Their financial position and results of operations are reported in the accompanying financial statements and the outstanding conduit debt issued by the Authority is disclosed in Note 7, “Conduit Debt Obligations”. Collier County Health Facilities Authority ‐ The Authority was established in 1979 by Collier County Ordinance 79‐95 for the purpose of assisting health facilities in the acquisition, construction and financing of projects within the County. Their financial position and results of operations are reported in the accompanying financial statements and the outstanding conduit debt issued by the Authority is disclosed in Note 7, “Conduit Debt Obligations”. Collier County Industrial Development Authority ‐ The Authority was created in 1978 by Collier County Resolution 78‐94, rescinded and replaced by Resolution 79‐34, to facilitate the financing of projects that promote economic growth and increase opportunities for employment in the County. Their financial position and results of operations are reported in the accompanying financial statements and the outstanding conduit debt issued by the Authority is disclosed in Note 7, “Conduit Debt Obligations”. Collier County Educational Facilities Authority ‐ The Authority was created in 1999 by Collier County Resolution 99‐17 to assist institutions for higher education in the construction, financing and refinancing of projects. Their financial position and results of operations are reported in the accompanying financial statements and the outstanding conduit debt issued by the Authority is disclosed in Note 7, “Conduit Debt Obligations”. Financial information on the individual component units can be obtained from their respective administrative offices or from the Finance and Accounting Department of the Clerk of the Circuit Court and Comptroller. Administrative Offices Collier Water and Sewer District 3339 East Tamiami Trail, Suite #302 Naples, Florida 34112 Collier County Airport Authority 2005 Mainsail Drive, Suite #1 Naples, Florida 34114 Collier County Metropolitan Planning Organization 2885 South Horseshoe Drive Naples, Florida 34104 Immokalee Community Redevelopment Agency 750 South 5th Street Immokalee, Florida 34142 Bayshore Gateway Community Redevelopment Agency 4069 Bayshore Drive, #1 Naples, Florida 34112 Collier County Health Facilities Authority Collier County Housing Finance Authority Collier County Industrial Development Authority Collier County Educational Facilities Authority 5150 Tamiami Trail North, #502 Naples, Florida 34103 37 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – CONTINUED GOVERNMENT‐WIDE AND FUND FINANCIAL STATEMENTS The basic financial statements are made up of the government‐wide financial statements and fund financial statements. Both of these sets of financial statements distinguish between the governmental and business‐type activities of Collier County. The government‐wide financial statements consist of a Statement of Net Position and a Statement of Activities. These statements report on the financial condition of Collier County, at the reporting entity level. Internal balances represent net amounts due between the governmental and business‐type activities. As a general rule, the effect of interfund activity has been eliminated from the government‐wide financial statements with the exception of interfund services provided and used. The internal service activity has also been eliminated from the government‐wide financial statements. Aggregate internal service fund activity is reported in full as a single column in the proprietary fund financial statements. Fiduciary funds are not included in these presentations as their assets do not represent amounts that are available for Collier County government operations. The Statement of Net Position reports all financial and capital resources of Collier County’s governmental and business‐type activities. Net position equals assets plus deferred outflows of resources minus liabilities plus deferred inflows of resources, and is shown in three categories: net investment in capital assets; restricted net position and unrestricted net position. The Statement of Activities reports results of operations on a functional activity (program) basis and demonstrates to what degree the particular program has been self‐supporting. Direct expenses are those that are specifically associated with a service, program or department and, thus are clearly identifiable to a particular function. The effect of indirect expense allocations has been eliminated in the government‐wide financial statements. Depreciation expense for capital assets that can specifically be identified with a function is recorded as a direct expense of that function. Depreciation for capital assets that serve all functions is recorded as a direct expense of the general government function on the government‐wide Statement of Activities. All interest on general long term debt is considered indirect and is reported separately in the government‐wide Statement of Activities. Program revenues are reported in the following three categories: charges for services, operating grants and contributions and capital grants and contributions. Charges for services are amounts charged to customers for a particular service, and are netted against the cost of the relevant program. Internal charges for indirect services are allocated across functions as direct expenses. Grants and contributions refer to revenues restricted for capital or operational use in a particular program. The general revenue category encompasses all other revenue types and represents revenue collected to support all functions of Collier County government. The fund financial statements follow the government‐wide statements and report more detailed information about operations of major funds on an individual basis and nonmajor funds on an aggregate basis for the governmental and proprietary funds. Following the governmental fund balance sheet and statement of revenues, expenditures and changes in fund balances are reconciliations explaining the differences between the governmental fund presentation and the government‐wide presentation. BASIS OF PRESENTATION The following are reported as major governmental funds: General Fund – the General Fund is the general operating fund of the County. All general tax revenues and other receipts that are not accounted for in other funds are accounted for in the General Fund. The general operating funds of the Clerk of the Circuit Court and Comptroller, Property Appraiser, Sheriff, Supervisor of Elections and Tax Collector are presented together with the Board of County Commissioners' general operating fund in the County’s consolidated General Fund. Bayshore/Gateway and Immokalee Community Redevelopment Area Special Revenue Funds – the Redevelopment funds are used to account for the receipt and expenditure of tax increment revenues generated by the Bayshore/Gateway and Immokalee Community Redevelopment Areas. 38 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – CONTINUED The following are reported as major enterprise funds: County Water and Sewer Fund – the County Water and Sewer fund is used to account for the provision of water, wastewater and effluent services to certain portions of the County’s unincorporated area. Solid Waste Disposal Fund – the Solid Waste Disposal fund is used to account for the provision of solid waste disposal services to users throughout the County. Emergency Medical Services – the Emergency Medical Services fund is used to account for the provision of emergency ambulance and paramedical services to users throughout the County. Collier County also maintains the following nonmajor fund types: Special Revenue Funds – Special revenue funds are used to account for the proceeds of specific revenue sources that are restricted or committed to expenditure for specific purposes other than debt service or capital projects. Permanent Fund – Permanent funds are used to account for resources that were legally restricted to the extent that only earnings and not principal may be spent. Collier County operates a permanent fund to defray costs associated with the maintenance and management of conservation land. Debt Service Funds – Debt service funds are used to account for the accumulation of resources that are restricted, committed or assigned to expenditure for principal and interest related to long‐term obligations. Capital Project Funds – Capital project funds are used to account for the accumulation of resources that are restricted, committed or assigned to expenditure for capital outlays including the acquisition or construction of capital facilities and other capital assets. Enterprise Funds – Enterprise funds are used to account for activities for which a fee is charged to external users for goods or services. Internal Service Funds – Internal service funds are used to account for the provision of goods and services by one department to other departments within the County or to other governmental units on a cost reimbursement basis. Collier County currently reports the following Internal Service Funds: Self Insurance, Sheriff’s Self Insurance, Fleet Management, Motor Pool Capital Recovery and Information Technology. Agency Funds – Agency funds are custodial in nature and do not report the results of operations (assets equal liabilities). Agency funds are clearing accounts for assets held by the government as an agent for individuals, private organizations or other governments. The Board of County Commissioners, Sheriff, Clerk of the Circuit Court and Comptroller and Tax Collector all maintain agency funds. MEASUREMENT FOCUS AND BASIS OF ACCOUNTING Measurement focus indicates the type of resources being measured such as current financial resources (current assets less current liabilities) or economic resources (all assets and liabilities). Basis of accounting refers to when revenues and expenditures or expenses are recognized in the accounts and reported in the financial statements. The basis of accounting relates to the timing of the measurements made regardless of the measurement focus applied. 39 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – CONTINUED The government‐wide and proprietary fund financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. With this measurement focus, all assets and liabilities associated with the operation of these funds are included on the Statement of Net Position and the operating statements present increases (i.e., revenues) and decreases (i.e., expenses) in net position. Under the accrual basis of accounting, revenues are recognized in the period in which they are earned and measurable, and expenses are recognized in the period incurred. Grant and similar revenues are recognized when eligibility requirements are met. Proprietary funds distinguish operating revenues and expenses from non‐operating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund’s principal ongoing operations. Operating expenses for proprietary funds include the cost of sales and services, administrative expenses and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as non‐operating revenues and expenses. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. With this measurement focus, only current assets and current liabilities generally are included on the balance sheet. Operating statements of these funds present increases (i.e., revenues and other financing sources) and decreases (i.e., expenditures and other financing uses) in fund balance. Under the modified accrual basis of accounting, revenues are recognized when they become measurable and available to finance expenditures of the fiscal period. Generally, revenues are considered available when they are collected within the current period or within 60 days after the end of the fiscal year. Grant revenues are an exception and are considered available when eligibility requirements are met. Primary revenues which have been treated as susceptible to accrual include, where material, charges for services, interest earnings and certain taxes and intergovernmental revenues. Property taxes are discussed later in Note 1. Expenditures are recorded when the related fund liability is incurred. Exceptions to this general rule include accrued compensated absences and principal and interest on long‐term debt. When both restricted and unrestricted resources are available, restricted resources will be used first for incurred expenses, and then unrestricted as needed. When using the unrestricted resources, committed amounts would be reduced first, followed by assigned amounts, and then unassigned amounts when expenditures are incurred for purposes for which amounts in any of those unrestricted fund balance classifications could be used. BUDGETS AND BUDGETARY DATA The following are the statutory procedures followed by the Board of County Commissioners in establishing the budgets for the County: 1) Within fifteen days after certification of the ad valorem tax roll by the Property Appraiser, the County budget officer prepares and presents to the Board a tentative budget for the ensuing fiscal year. The budget includes all estimated receipts and all estimated expenditures, reserves and balances to be carried forward at the end of the year as specified in Section 129.03, Florida Statutes. 2) Within eighty days of the certification of value, but not earlier than sixty‐five days after certification, the Board holds a public hearing on the tentative budget and proposed millage rate. At this hearing the Board amends and adopts the tentative budget, recomputes the proposed millage rate, and announces publicly the percentage, if any, by which the recomputed proposed millage rate exceeds the rolled‐back rate. If the millage rate tentatively adopted exceeds that proposed, each taxpayer within the jurisdiction is notified of the increase by first class mail, at the expense of the Board. 3) Within fifteen days of the meeting adopting the tentative budge t, the Board advertises the County's intent to adopt a final budget and millage rate. 40 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – CONTINUED 4) A public hearing is held by the Board to finalize the budget and adopt a millage rate. This hearing is held not less than two days and not more than five days after the day that the advertisement is first published. Prior to September 30, the millage levy is adopted by a separate vote. The millage rate adopted is not allowed to exceed the tentatively adopted millage rate, except as allowed for by emergency provision with strict public notice requirements. This is followed by the approval and ratification of the final budget. 5) The resolution approved at the final hearing is forwarded to the Property Appraiser, Tax Collector and Florida Department of Revenue, not later than thirty days following the adoption of the Resolution, the Board certifies to the State of Florida, Department of Revenue, Division of Ad Valorem Tax, that it has complied with the provisions of Chapter 200, Florida Statutes. 6) The County Manager approves interdepartmental budget changes within the same fund and division of $50,000 or less that do not impact reserves or recognize revenue. All other budgetary changes must be approved by the Board of County Commissioners as matter of policy. The initial adopted budget was amended in accordance with Florida Statutes. 7) Florida State Section 129.07, as amended in 1978, provides that expenditures in excess of total fund budgets are unlawful. However, because the Board approves all budgetary changes between departments, except those approved by the County Manager, the departmental budget becomes the level of control. Formal budgetary integration is employed as a management control device during the fiscal year for all funds. Budgets have been legally adopted by the Board for all Board departments except for the agency funds and the Impact Fees Escrow special revenue fund. The Property Appraiser and the Tax Collector adopt budgets for their general funds independently of the Board. The Clerk of Courts operates as a fee officer, and as such, prepares its budget in accordance with Section 218.35, Florida Statutes. The Sheriff and Supervisor of Elections prepare budgets for their general funds, which are submitted to and approved by the Board. The Clerk of Court’s budget for court related functions is prepared according to Section 28.36 Florida Statutes and submitted to the Clerks of Court Operations Corporation for approval by the Legislative Budget Commission. Budgets are adopted for all governmental departments except as described in the previous paragraph. These budgets are adopted on a basis consistent with generally accepted accounting principles (GAAP) except for certain non‐budgeted revenues and expenditures and mark to market activity on investments. All unencumbered appropriations lapse at the end of the current year. For further information regarding encumbrances, refer to Note 16 on page 81. Capital project costs are budgeted in the year they are anticipated to be obligated. In subsequent years, the unused budget is reappropriated until the project is completed. Proprietary funds are budgeted on a basis consistent with generally accepted accounting principles, except that capital related and debt transactions are based upon cash receipts and disbursements. Estimated beginning fund balances are considered in the budgetary process. For purposes of the budgetary presentation, certain transactions that have been accounted for in the governmental funds statements of revenues, expenditures and changes in fund balances have not been reflected in the budgetary financial statements. Specifically, bad debt expense and the net change in fair value of investments are not presented in the budget to actual statements. 41 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – CONTINUED CASH AND INVESTMENTS Florida Statutes Section 218.415 establishes guidelines for Florida local government investment policies. The County’s current investment policy, as amended, was adopted December 9, 2014 by Resolution 2014‐260 and is consistent with the requirements of that statute. This investment policy authorized the following investments: 1) U.S. Treasury and Government Guaranteed – U.S. Treasury obligations and obligations the principal and interest of which are backed or guaranteed by the full faith and credit of the U.S. Government; 2) Federal Agency/Government Sponsored Enterprise – Debt obligations, participations or other instruments issued or fully guaranteed by any U.S. Federal agency, instrumentality or government sponsored enterprise; 3) Corporates – U.S. dollar denominated corporate notes, bonds or other debt obligations issued or guaranteed by a domestic corporation, financial institution, non‐profit or other entity; 4) Municipals – Obligations, including both taxable and tax‐exempt, issued or guaranteed by any State, territory or possession of the United States, political subdivision, public corporation, authority, agency board, instrumentality or other unit of local government of any State or territory; 5) Agency Mortgage Backed Securities – Mortgage backed securities, backed by residential, multi‐family or commercial mortgages, that are issued or fully guaranteed as to principal and interest by a U.S. Federal agency or government sponsored enterprise, including but not limited to pass‐throughs, collateralized mortgage obligations and real estate mortgage investment conduits; 6) Non‐Negotiable Certificates of Deposit ‐ Non‐negotiable interest bearing time certificates of deposit or savings accounts in banks organized under the laws of this state or in national banks organized under the laws of the United States and doing business in this state, provided that any such deposits are secured by the Florida Security for Public Deposits Act, Chapter 280, Florida Statutes; 7) Depository Bank Account – Negotiated Order of Withdrawal accounts in banks organized under the laws of this state or in national banks organized under the laws of the United States and doing business in this state, provided that any such deposits are secured by the Florida Security for Public Deposits Act, Chapter 280, Florida Statutes; 8) Commercial Paper – U.S. dollar denominated commercial paper issued or guaranteed by a domestic corporation, company, financial institution, trust or other entity, including both unsecured debt and asset backed programs; 9) Repurchase Agreements – Repurchase agreements must be governed by written agreement, counterparty must be a Federal Reserve Bank, a Primary Dealer or a nationally chartered commercial bank. Acceptable underlying securities must be direct obligations of, or that are fully guaranteed by, the United States or any agency of the United States, or U.S. Agency backed mortgage related securities with an aggregate current market value of at least 102% (or 100% if the counterparty is a Federal Reserve Bank) of the purchase price plus current accrued price differential; 10) Money Market Funds – Shares in open end and no load money market mutual funds, provided such funds are registered under the Investment Company Act of 1940 and operate in accordance with Security and Exchange Commission Rule 2a‐7; 11) Fixed‐Income Mutual Funds – Shares in open end and no load fixed income mutual funds whose underlying investments would be permitted for purchase under the investment policy and all its restriction 12) Local Government Investment Pools – State, local government or privately sponsored investment pools that are authorized pursuant to state law; 13) The Florida Local Government Surplus Funds Trust Funds (Florida Prime). 42 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – CONTINUED The County maintains a cash and investment pool that is available for use by all funds. Investment income is allocated to individual funds based upon their average daily balance in the cash and investment pool. Each fund’s individual equity in the County’s cash and investment pool is considered to be a cash equivalent as the funds can deposit or withdraw cash at any time without notice or penalty. The statement of cash flows for the proprietary funds also uses this methodology. Investments in debt securities are recorded at fair value based upon values obtained from an independent pricing service. Investments in the Local Government Surplus Funds Trust Fund (Florida Prime) are stated at fair value. The County categorizes its fair value measurements within the fair value hierarchy established in GASB Statement No. 72, “Fair Value Measurements and Application”. Florida PRIME is considered a qualifying external investment pool that meets all of the necessary criteria to elect to measure all of the investments at amortized cost. Therefore, the fair value of the County’s position in the pool is the same as the value of the pool shares. The Florida PRIME investments are not categ orized because they are not evidenced by securities that exist in physical or book entry form. Throughout the year, and as of September 30, 2018, Florida PRIME contained certain floating and adjustable rate securities. These investments represented 33.5% of Florida PRIME’s portfolio at September 30, 2018. In accordance with GASB Statement No. 79, “Certain External Investment Pools and Pool Participants”, as a participant in a qualifying external investment pool, the County should disclose the presence of any limitations or restrictions on withdrawals (such as redemption notice periods, maximum transaction amounts, and the qualifying external investment pool’s authority to impose liquidity fees or redemption gates) in notes to the financial statements. With regard to redemption gates, Chapter 218.409(8)(a), Florida Statutes, states that "The principal, and any part thereof, of each account constituting the trust fund is subject to payment at any time from the moneys in the trust fund. However, the Executive Director may, in good faith, on the occurrence of an event that has a material impact on liquidity or operations of the trust fund, for 48 hours limit contributions to or withdrawals from the trust fund to ensure that the Board can invest moneys entrusted to it in exercising its fiduciary responsibility. Such action must be immediately disclosed to all participants, the Trustees, the Joint Legislative Auditing Committee, the Investment Advisory Council, and the Participant Local Government Advisory Council. The Trustees shall convene an emergency meeting as soon as practicable from the time the Executive Director has instituted such measures and review the necessity of those measures. If the Trustees are unable to convene an emergency meeting before the expiration of the 48‐hour moratorium on contributions and withdrawals, the moratorium may be extended by the Executive Director until the Trustees are able to meet to review the necessity for the moratorium. If the Trustees agree with such measures, the Trustees shall vote to continue the measures for up to an additional 15 days. The Trustees must convene and vote to continue any such measures before the expiration of the time limit set, but in no case may the time limit set by the Trustees exceed 15 days." With regard to liquidity fees, Florida Statute 218.409(4) provides authority for the SBA to impose penalties for early withdrawal, subject to disclosure in the enrollment materials of the amount and purpose of such fees. At present, no such disclosure has been made. As of September 30, 2018, there were no redemption fees or maximum transaction amounts, or any other requirements that serve to limit a participant's daily access to 100 percent of their account value. RECEIVABLES All trade receivables are reported net of an allowance for uncollectibles, which is generally a year except for Emergency Medical Services receivable which uses an estimated uncollectible percentage. 43 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – CONTINUED INVENTORIES AND PREPAID COSTS Inventory is valued at cost using the first‐in, first‐out method. Inventory in the governmental funds consists of supplies held for consumption. The cost is recorded as an expenditure at the time inventory items are consumed rather than when purchased. Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid items. Inventories and prepaid costs reported within governmental funds are classified as non‐spendable, which indicates that they do not constitute available resources. Inventories and prepaid costs in the government‐wide and proprietary fund financial statements are reported as an expense when consumed. Inventory held for resale consists of real estate holdings, acquired through various programs, which the County intends to sell. The value of these properties includes the original purchase price plus the cost of any rehabilitation. Inventory held for resale of $9,796,692 is classified as restricted, which indicates that they do not constitute available resources. CAPITAL ASSETS Capital assets, which include property, plant, equipment and infrastructure (e.g., roads and bridges, water and wastewater systems, drainage systems and similar items), are reported in the proprietary fund financial statements and in the governmental or business‐type activities columns in the government‐wide financial statements. Capital assets are reported at cost where historical records are available and at estimated fair value in the absence of historical cost records. Capital contributions are recorded at acquisition value on the date donated. The County capitalizes expenditures with a cost of $1,000 or more and with a useful life in excess of one year. Betterments and major improvements which significantly increase value, change capacity or extend useful lives are also capitalized. Expenditures for maintenance and repairs are charged to operating expenses. The cost of capital assets retired or sold, together with the related accumulated depreciation, is removed from the respective accounts and any gain or loss on disposition is credited or charged to earnings in the government‐wide financial statements and proprietary fund financial statements. Depreciation is calculated using the straight‐line method. The estimated useful life of the various classes of depreciable capital assets is as follows: Capital Asset Class Estimated Useful Life Buildings 20‐45 years Infrastructure 3‐30 years Improvements other than buildings 4‐45 years Machinery and equipment 3‐20 years CAPITAL LEASE OBLIGATIONS In the government‐wide financial statements and proprietary fund financial statements capital lease obligations and the related cost of assets acquired are reflected in the Statement of Net Position. For capital lease obligations originating in governmental funds, an expenditure for the asset and the offsetting other financing source is reflected in the fund financial statements in the year of inception. DEFERRED OUTFLOWS/INFLOWS OF RESOURCES In addition to assets, the statement of financial position reports a separate section for deferred outflows of resources. This separate financial statement element, deferred outflows of resources, represents a consumption of net position that applies to a future period(s) and so will not be recognized as an outflow of resources (expense/expenditure) until then. 44 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – CONTINUED The deferred outflows of resources reported in the County’s statement of net position represent changes in actuarial assumptions, the net difference between projected and actual earnings on investments, changes in the proportion and differences between the County’s contributions and proportionate share of contributions and the County’s contributions subsequent to the measurement date, relating to the Florida Retirement System Pension Plan and the Retiree Health Insurance Subsidy Program. In addition, deferred outflows related to the difference between expected and actual economic experience relating to the Florida Retirement System Pension and the Other Post Employment Benefits Plan were reported. These amounts will be recognized as increases in pension expense and OPEB expense in future years. The County also reports the deferred charge on refunding as a deferred outflow in the proprietary and government wide statements of net position. A deferred charge results from the difference in the carrying value of refunded debt and its reacquisition price. This amount is deferred and amortized over the shorter of the life of the refunded or refunding debt. In addition to liabilities, the statement of financial position reports a separate section for deferred inflows of resources. This separate financial statement element, deferred inflows of resources, represents an acquisition of net position that applies to a future period(s) and so will not be recognized as an inflow of resources (revenue) until that time. The deferred inflows of resources reported in the County’s statement of net position represent the difference between expected and actual economic experience, changes in actuarial assumptions, net difference between projected and actual earnings on investments, and changes in the proportion and differences between the County’s contributions and proportionate share of contributions relating to the Florida Retirement System Pension Plan, the Retiree Health Insurance Subsidy Program and the Other Post Employment Benefits Plan. These amounts will be recognized as reductions in pension expense and OPEB expense in future years. The County has also recorded amounts associated with long term receivables, primarily related to deferred impact fee agreements, as deferred inflows. BOND PREMIUMS, LOSS ON DEFEASANCE AND ISSUANCE COSTS Bond premiums and bond insurance costs for the governmental activities and the business‐type activities are deferred and amortized over the term of the bonds using the straight‐line method which approximates the effective interest method. Bond premiums are presented as an increase to the face amount of bonds payable, while bond insurance costs are recorded as deferred charges and shown on the face of the Statement of Net Position as a component of noncurrent assets. Pursuant to GASB Statement No. 65, Items Previously Reported as Assets and Liabilities, the gain or loss on defeasance of debt is reported as a deferred inflow or outflow of resources. The gain or loss is calculated as the difference between the reacquisition price of the refunded debt and the net carrying amount at the time of the refunding. The gain or loss is amortized on a straight line basis over the shorter of the life of the new debt or the remaining life of the old debt as a component of interest expense. In the governmental fund financials, bond premiums and issuance costs, including bond insurance costs, are recognized in the current period. The face amount of debt is reported as other financing sources. Premiums received on debt issuances are also reported as other financing sources. Issuance costs, including bond insurance costs, whether or not they have been paid from debt proceeds are reported as debt service expenditures. PROPERTY TAXES Property taxes become due and payable on November 1st of each year and become delinquent on April 1st of the following year. Property taxes receivable and a corresponding allowance for uncollectible property taxes are not included in the financial statements, as delinquent taxes as of September 30, 2018 are not significant. Discounts on property taxes are allowed for payments made prior to the April 1st delinquent date as follows: November ‐ 4%, December ‐ 3%, January ‐ 2%, and February ‐ 1%. Tax certificates for the full amount of any unpaid taxes must be sold no later than June 1st of each year. 45 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – CONTINUED No accrual for the property tax levy becoming due in November 2018 is included in the accompanying financial statements, since such taxes are collected to finance expenditures of the subsequent period. Key dates in the property tax cycle for the fiscal year ended September 30, 2018 are as follows: Property Tax Cycle Date Assessment roll compiled January 1, 2017 Assessment roll certified July 1, 2017 Millage resolution approved Within 35 days of the certification of the assessment roll Beginning of fiscal year for tax levy October 1, 2017 Taxes due and payable (levy date) November 1, 2017 Collection dates By November 30: By December 31: By January 31: By February 29: 4% discount 3% discount 2% discount 1% discount Due date March 31, 2018 Delinquent (lien date) April 1, 2018 Tax certificates sold Prior to June 1, 2018 ACCOUNTING ESTIMATES The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results may differ from those estimated. UNEARNED REVENUE In instances where assets have been received by the County for services to be rendered in future periods, asset balances are offset by an unearned revenue liability account in the financial statements. Unearned revenues of the County as of September 30, 2018 are gift certificates issued and prepayments on accounts. ACCRUED COMPENSATED ABSENCES The County follows the provisions of GASB Statement No. 16, Accounting for Compensated Absences. This statement provides for the measurement of accrued vacation leave and other compensated absences using the pay or salary rates in effect at the balance sheet date. It also requires additional amounts to be accrued for certain salary related payments associated with the payment of compensated absences. It is the Board of County Commissioners’ policy to allow employees of record on August 2, 1996 a sick leave payment upon termination for any service period earned prior to August 2, 1996 and a payout of unused vacation up to 440 hours for all employees. The Sheriff’s policy allows for a percentage of unused sick leave payout based upon years of service, not to exceed 2,000 hours, and up to 500 hours of unused vacation time. As of September 15, 2017, the Sheriff authorized unused vacation balances to be temporarily raised to 600 hours, effective through December 31, 2018. This change was made as a result of Hurricane Irma which prevented most members from taking any vacation time prior to, during, and for a period after the hurricane because of required work schedules during the declared state of emergency. 46 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – CONTINUED Both the Clerk of the Circuit Court and Comptroller’s and Tax Collector’s policies allow for a percentage of unused sick leave payout based upon years of service, and up to 240 hours of unused vacation hours. The Property Appraiser’s policy allows for a percentage of unused sick leave payout based upon years of service, not to exceed 1,040 hours, and up to 200 hours of unused vacation hours. The Supervisor of Election’s policy allows for a percentage of unused sick leave payout based upon years of service, and up to 440 hours of unused vacation. Payments for compensated absences are made by the respective fund. Accrued compensated absences are recorded as liabilities in the government‐wide financial statements and the proprietary fund financials. A liability is reported in governmental funds only if they have matured, for example, as a result of employee resignations or retirements, and are considered due and payable as of year end. PENSIONS In the government‐wide and proprietary funds statements of net position, liabilities are recognized for the County’s proportionate share of each pension plan’s net pension liability. For purposes of measuring the net pension liability, deferred outflows/inflows of resources, and pension expense, information about the fiduciary net position of the Florida Retirement System (FRS) defined benefit plan and the Health Insurance Subsidy (HIS) and additions to/deductions from FRS’s and HIS’s fiduciary net position have been determined on the same basis as they are reported by the FRS and HIS plans. For this purpose, plan contributions are recognized as of employer payroll paid dates and benefit payments and refunds of employee contributions are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. OTHER POST EMPLOYMENT BENEFITS (OPEB) In the government‐wide and proprietary funds statements of net position, liabilities are recognized for the County’s total OPEB liability as determined by an actuarial review of the healthcare coverage purchased by retirees to continue participation in the County’s self‐insured health plan. The County is responsible for covering the excess of retiree claims over premium payments made by retirees to the County, which creates an other post employment benefit. OPEB expense is recognized immediately for changes in the OPEB liability resulting from current year service cost, interest on the total OPEB liability and changes of benefit terms or actuarial assumptions. ADOPTION OF NEW ACCOUNTING PRONOUNCEMENTS For the year ended September 30, 2018, the financial statements include the impact of the adoption of GASB Statement No. 89, Accounting for Interest Cost Incurred before the End of a Construction Period. The primary objectives of this Statement are to enhance the relevance and comparability of information about capital assets and the cost of borrowing for a reporting period and the simplification of accounting for interest cost incurred before the end of a construction period. This Statement replaces the requirements of GASB Statement No. 62, Codification of Accounting and Financial Reporting Guidance Contained in Pre‐November 30, 1989 FASB and AICPA Pronouncements. The statements also include the impact of the adoption of GASB Statement No. 82, Pension Issues, and GASB Statement No. 85, Omnibus 2017. GASB Statement No. 82 addresses issues regarding the presentation of payroll related measures in required supplementary information, the selection of assumptions and the treatment of deviations from the guidance in an Actuarial Standard of Practice for financial reporting purposes and the classification of payments made by employers to satisfy employee contribution requirements. GASB Statement No. 85 establishes accounting and financial reporting requirements for blending component units, goodwill, fair value measurement and application and postemployment benefits. Lastly, the statements include the impact of the adoption of GASB Statement No. 88, Certain Disclosures Related to Debt, including Direct Borrowings and Direct Placements. The objective of GASB Statement No. 88 is to improve consistency in the information that is disclosed in notes to government financial statements related to debt, including direct borrowings and direct placements, and to provide financial statement users with additional essential information about debt. 47 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 2 – CASH AND INVESTMENTS As of September 30, 2018, the County had the following cash and investments: Investment Final Maturities Fair Value First Call Date Call Frequency Rating * Cash on hand N/A 101,953$ N/A N/A N/A Demand deposits N/A 98,928,905 N/A N/A N/A Cash with fiscal agent N/A 11,790,009 N/A N/A N/A Money market / CD N/A 51,394,242 N/A N/A N/A State Board of Administration Pool: Florida PRIME N/A 40,394,448 N/A N/A AAAm US Treasury Note 9/30/18 499,775 N/A N/A AA+ US Treasury Note 10/31/18 24,973,425 none N/A AA+ Federal Farm Credit Bank 11/19/18 249,565 N/A N/A AA+ Federal Farm Credit Bank 12/19/18 9,977,360 none N/A AA+ Federal Farm Credit Bank 12/21/18 24,945,700 12/21/16 continuously AA+ Federal Farm Credit Bank 12/27/18 23,985,186 12/27/17 continuously AA+ US Treasury Note 12/31/18 498,940 N/A N/A AA+ US Treasury Note 2/15/19 432,399 N/A N/A AA+ Federal Home Loan Bank 2/26/19 497,900 N/A N/A AA+ US Treasury Bill 2/28/19 24,762,500 none N/A AA+ US Treasury Bill 2/28/19 24,762,500 none N/A AA+ Federal Home Loan Bank 3/18/19 14,931,645 none N/A AA+ US Treasury Note 3/31/19 497,070 N/A N/A AA+ Federal Home Loan Bank 4/4/19 9,986,130 none N/A AA+ US Treasury Bill 4/25/19 49,329,800 none N/A AA+ US Treasury Note 6/30/19 495,235 N/A N/A AA+ Federal Farm Credit Bank 7/1/19 39,570,160 none N/A AA+ Federal National Mortgage Association 7/12/19 24,709,675 1/12/17 quarterly AA+ Federal Farm Credit Bank 7/12/19 494,375 N/A N/A AA+ US Treasury Bill 7/18/19 19,605,680 none N/A AA+ US Treasury Bill 7/18/19 19,605,680 none N/A AA+ Federal Home Loan Bank 8/5/19 24,640,550 none N/A AA+ US Treasury Bill 8/15/19 48,903,000 none N/A AA+ Federal Home Loan Mortgage Corporation 8/28/19 24,702,875 11/28/16 quarterly AA+ Federal National Mortgage Association 8/28/19 14,783,805 none N/A AA+ Federal Home Loan Bank 8/28/19 247,652 N/A N/A AA+ US Treasury Note 9/30/19 485,975 N/A N/A AA+ US Treasury Note 10/15/19 24,573,250 none N/A AA+ US Treasury Note 10/31/19 246,845 N/A N/A AA+ Federal Home Loan Bank 12/13/19 492,130 N/A N/A AA+ Federal National Mortgage Association 2/5/20 487,444 N/A N/A AA+ Federal Farm Credit Bank 2/20/20 494,650 N/A N/A AA+ Federal National Mortgage Association 7/27/20 24,268,625 1/27/17 quarterly AA+ Federal Home Loan Mortgage Corp.9/29/20 246,038 N/A N/A AA+ Federal Home Loan Bank 10/19/20 490,970 N/A N/A AA+ US Treasury Note 10/31/20 244,523 N/A N/A AA+ Federal Farm Credit Bank 2/8/21 24,708,275 8/8/18 continuously AA+ Federal Home Loan Bank 2/12/21 247,930 N/A N/A AA+ Federal Home Loan Mortgage Corp.5/25/21 537,312 N/A N/A AA+ Federal Farm Credit Bank 8/16/21 143,923 N/A N/A AA+ Federal Farm Credit Bank 9/1/21 9,919,180 6/1/18 monthly AA+ Federal Home Loan Bank 9/27/21 24,077,725 12/27/16 continuously AA+ Federal National Mortgage Association 9/30/21 23,792,600 3/30/17 quarterly AA+ Federal Home Loan Bank 11/28/22 24,186,025 11/28/18 quarterly AA+ Federal Home Loan Mortgage Corporation 12/7/22 24,170,550 12/7/18 quarterly AA+ Federal Home Loan Mortgage Corporation 3/8/23 11,811,612 6/8/18 quarterly AA+ 826,323,721$ * Standard and Poor's rating 48 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 2 – CASH AND INVESTMENTS – CONTINUED The County maintains a cash and investment pool that is available for use by all funds. Each fund’s portion of this pool is displayed on the balance sheet under the heading of Cash and Investments. Investment income is allocated monthly to participating funds based on the percentage of each fund's average daily balance in the total pool. CREDIT RISK Credit risk is the risk that an issuer or other counterparty to an investment will not fulfill its obligations. The County’s investment policy limits credit risk by restricting authorized investments to the Florida Local Government Surplus Trust Fund (Florida PRIME), direct obligations of, or obligations backed by the full faith and credit of the United States Government, U.S. government sponsored Corporation/Instrumentalities (except for Student Loan Marketing Association), certificates of deposit collateralized by U.S. Government Securities or Agencies, fixed income mutual funds collateralized by U.S. Government Securities or Agencies, domestic bankers’ acceptances rated “AA” or higher, prime commercial paper rated “A‐ 1” and “P‐1”, tax‐exempt obligations rated “AA” or higher and issued by state or local governments, NOW accounts fully collateralized in accordance with Chapter 280, Florida Statutes and qualifying repurchase agreements. The policy requires that each firm involved in a repurchase agreement must execute the County’s master repurchase agreement, a third party custodian must hold collateral for all repurchase agreements with a term of more than one day and the market value of the collateral shall maintain a minimum price of 101 percent on U.S. Government securities and 104 percent on Agencies and Instrumentalities with a term over five (5) years, and must be marked to market at least weekly. Florida PRIME is an investment pool administered by the State Board of Administration (SBA), under the regulatory oversight of the State of Florida. At September 30, 2018, the County had $40,394,448 invested in the State Board of Administration’s Local Government Surplus Funds Trust Fund Investment Pool. All of these funds are held in the Florida PRIME pool. Florida PRIME is rated “AAAm” by Standard & Poor’s Ratings Services. All cash deposits are held in qualified public depositories pursuant to Florida Statutes Chapter 280, "Florida Security for Public Deposits Act". Under the Act, all qualified public depositories are required to pledge eligible collateral having a market value equal to or greater than the average daily or monthly balance of all public deposits, multiplied by the depository's collateral pledging level. The pledging level may range from 25% to 200% depending upon the depository's financial condition. Any losses to public deposits are covered by applicable deposit insurance, sale of securities pledged as collateral, and if necessary, assessments against other qualified public depositories of the same type as the depository in default. CUSTODIAL CREDIT RISK Custodial credit risk for deposits is the risk that, in the event of the failure of a depository financial institution, a government will not be able to recover deposits or will not be able to recover collateral securities that are in the possession of an outside party. At September 30, 2018, the County had demand deposits of $98,928,905. All balances in excess of the Federal Depository Insurance Corporation (FDIC) insurance for these demand deposits are fully collateralized by the multiple financial institutions’ collateral pool in accordance with Florida Statutes Section 280. The discretely presented component unit demand deposits of $264,511 are secured by the FDIC as individual entity balances do not exceed $250,000. Custodial credit risk for investments is the risk that, in the event of the failure of the counterparty to a transaction, a government will not be able to recover the value of the investment or collateral securities that are in the possession of an outside party. The County’s investment policy requires execution of a third‐party custodial safekeeping agreement for purchased securities and collateral, and requires that securities be held in the County’s name. INTEREST RATE RISK Interest rate risk is the risk that changes in market interest rates will adversely affect the fair value of an investment. One of the primary objectives of the investment policy is to match investment cash flow and maturity with known cash needs and anticipated cash flow requirements. The County limits exposure to interest rate risk by structuring the portfolio to meet daily cash flow demands. Investments shall have an average maturity of not more than five years, except for mortgage securities. Mortgage securities will not be used to match liabilities that are reasonably definable as to amount and disbursement date and are used to invest funds associated with reserves or liabilities that are not associated with a specifically identified cash flow schedule. 49 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 2 – CASH AND INVESTMENTS – CONTINUED The dollar weighted average days to maturity (WAM) of Florida PRIME at September 30, 2018, was 33 days. Next interest rate reset dates for floating rate securities are used in the calculation of the WAM. The weighted average life (WAL) of Florida PRIME at September 30, 2018, was 72 days. The portion of the County’s cash and investments invested in U.S. Government Agencies is detailed as follows, at September 30, 2018: Issuer % of Portfolio Federal Home Loan Bank 12.08% Federal Farm Credit Bank 16.28% Federal Home Loan Mortgage Corporation 7.44% Federal National Mortgage Association 10.65% Total U.S. Government Agencies 46.45% Reconciliation of cash and investments to the basic financial statements: Primary government: Cash and investments 390,719,742$ Cash with Fiscal Agent 11,790,009 Restricted cash and investments ‐ current 28,649,276 Restricted cash and investments ‐ noncurrent 358,313,994 Agency funds: Cash and investments 36,850,700 Total 826,323,721$ FAIR VALUE MEASUREMENTS GASB Statement No. 72, Fair Value Measurements and Application, sets forth the framework for measuring fair value. That framework provides a fair value hierarchy that prioritizes the inputs to valuation techniques used to measure fair value. The hierarchy gives the highest priority to unadjusted quoted prices in active markets for identical assets or liabilities (Level 1 measurements) and the lowest priority to unobservable inputs (Level 3 measurements). The three levels of the fair value hierarchy under GASB Statement No. 72 are described as follows: Level 1 – Inputs to the valuation methodology are unadjusted quoted prices for identical assets or liabilities in active markets that the County has the ability to access. Level 2 – Inputs to the valuation methodology include: Quoted prices for similar assets or liabilities in active markets; Quoted prices for identical or similar assets or liabilities in inactive markets; Inputs other than quoted prices that are observable for the asset or liability; Inputs that are derived principally from or corroborated by observable market data by correlation or other means. Level 3 – Inputs to the valuation methodology are unobservable and significant to the fair value measurement. Unobservable inputs, if any, reflect the County’s own assumptions about the inputs market participants would use in pricing the asset or liability (including assumptions about risk). Unobservable inputs are developed based on the best information available in the circumstances and may include the County’s own data. 50 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 2 – CASH AND INVESTMENTS – CONTINUED The County has the following recurring fair value measurements as of September 30, 2018: US Treasury Notes and Bills classified as Level 1 of the fair value hierarchy were valued using prices quoted in active markets for those securities. As of September 30, 2018, the fair value of the County’s US Treasury Notes and Bills was $239,916,597. US Agency obligations classified as Level 2 of the fair value hierarchy were valued using quoted prices for similar assets in active markets for those securities. As of September 30, 2018, the fair value of the County’s US Agency obligations was $383,797,567. NOTE 3 ‐ TRADE RECEIVABLES Trade receivables for Governmental and Business‐type Activities are net of an allowance for doubtful accounts as follows: Trade Receivables Less Allowance for Doubtful Accounts Net Trade Receivables General Fund 1,268,744$ 707,835$ 560,909$ Bayshore Gateway Community Redevelopment Agency 12,720 12,720 ‐ Nonmajor Governmental Funds 2,015,584 425,950 1,589,634 Total receivables reported in Governmental Funds 3,297,048 1,146,505 2,150,543 Total receivables reported in Internal Service Funds 34,312 14,519 19,793 Total Governmental Activities trade receivables 3,331,360$ 1,161,024$ 2,170,336$ County Water and Sewer 13,193,595$ 8,407$ 13,185,188$ Solid Waste Disposal 1,655,562 633 1,654,929 Emergency Medical Services 24,513,830 23,088,357 1,425,473 Nonmajor Enterprise Funds 93,565 18,577 74,988 Total Business‐type Activities trade receivables 39,456,552$ 23,115,974$ 16,340,578$ The County has multi and single‐family home rehabilitation and homeownership loan programs funded under the Community Development Block Grant (CDBG), HOME Investment Partnership Loan Program (HOME), Disaster Recovery Initiative (DRI), Neighborhood Stabilization Program (NSP) and the State Housing Initiative Partnership Program (SHIP). If the homeowners remain in their homes for the full term of the deferred loan, the loan is forgiven. If the property is transferred or sold before the end of the loan period, the proceeds from the repayment including interest, if any, are then repaid and returned to the appropriate grant program. A lien is placed against the property to ensure the repayment of the loan and interest, if any. As collection is uncertain on these loans, they are not recognized in the financial statements. 51 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 4 – INTERFUND PAYABLES AND RECEIVABLES ADVANCES Advances are made to funds for the purposes of capital acquisitions and improvements. Reimbursements will take place over the next several years as funds are available. Advances to and advances from other funds at September 30, 2018 were as follows: Advance To Advance From Governmental Activities: General Fund 589,875$ ‐$ Immokalee Community Redevelopment Agency ‐ 178,901 Other governmental funds: Unincorporated Area MSTD 342,829 ‐ Community Development 9,264 ‐ Improvement Districts ‐ 113,800 Fire Control Districts ‐ 268,100 County‐Wide Capital Improvement 5,306,800 ‐ County‐Wide Library Impact Fees ‐ 311,600 Emergency Medical Services Impact Fees ‐ 1,962,800 Government Facilities Impact Fees Fund ‐ 3,354,175 Other Capital Projects ‐ 9,264 Total Governmental Activities 6,248,768 6,198,640 Business‐type Activities: County Water and Sewer 41,091,750 50,128 Solid Waste Disposal ‐ 41,091,750 Total Business‐type Activities 41,091,750 41,141,878 Total Advances 47,340,518$ 47,340,518$ DUE FROM AND DUE TO Interfund receivables and payables generally result from recording the excess fees associated with Tax Collector and Property Appraiser services, as excess fees are allocated from the General Fund back to the funds that paid for the collection services. Excess fees are calculated after year end, and as such are interfund receivables and payables. Other outstanding balances are the result of time delays between the provision and payment of interfund services and to cover temporary cash deficits. 52 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 4 – INTERFUND PAYABLES AND RECEIVABLES – CONTINUED Due from and due to other funds at September 30, 2018 were as follows: Due From Due To Governmental Activities: General Fund 639,087$ 1,743,049$ Bayshore Gateway Community Redevelopment Agency ‐ 63,735 Immokalee Community Redevelopment Agency ‐ 67,116 Other Governmental Funds: Road Districts 872,580 ‐ Unincorporated Area MSTD 397,981 6,382 Water Management and Pollution Control 94,627 ‐ Grants and Shared Revenues 1,414,415 1,673,343 Improvement Districts 36,572 1,482 Fire Control Districts 13,941 ‐ Lighting Districts 11,614 ‐ 911 Enhancement Fee ‐ 118,776 Tourist Development 250,574 ‐ 800 MHz 32,682 ‐ State Court Administration ‐ 10,005 Confiscated Property ‐ 5,231 Ave Maria Innovation Zone ‐ 22,867 Other Public Safety Revenue Funds ‐ 90,710 Other Special Revenue Funds 141 ‐ Forest Lakes Limited General Obligation Bonds 4,707 ‐ Special Obligation Revenue Bonds ‐ 8,650,000 Other Debt Service ‐ 56 County‐Wide Capital Improvement ‐ 63,471 Parks Improvements 37,287 ‐ County Wide Library 409,000 ‐ Correctional Facilities Impact Fee 1,370,000 ‐ Emergency Medical Services Impact Fee 209,000 ‐ Water Management 634,794 1,266,790 Parks Impact Fee 2,489,000 ‐ Road Construction 680,110 ‐ Government Facilities Impact Fee 2,795,000 ‐ Law Enforcement Impact Fee 506,000 ‐ Other Capital Projects 3,299 ‐ Total other governmental funds 12,263,324 11,909,113 Business‐type Activities: Solid Waste 365,580 853 Emergency Medical Services ‐ 11,036 Other Business‐type funds: Airport Authority ‐ 169 Collier Area Transit 12,013 1,040 Total other Business‐type funds 12,013 1,209 Internal Service Funds 516,107 ‐ Total All Funds 13,796,111$ 13,796,111$ 53 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 5 – CAPITAL ASSETS A summary of capital asset activity for the year ended September 30, 2018 is as follows: October 1, 2017 Additions Deductions Transfers and Reclassifications September 30, 2018 Governmental Activities: Capital assets not depreciated: Land and other non‐depreciable assets 420,184,753$ 16,579,584$ ‐$ ‐$ 436,764,337$ Construction in progress 83,938,571 46,302,699 (22,866) (85,979,095) 44,239,309 Total capital assets not depreciated 504,123,324 62,882,283 (22,866) (85,979,095) 481,003,646 Capital assets depreciated: Buildings 457,608,765 2,486 (1,850) 4,579,180 462,188,581 Infrastructure 1,071,323,367 303,588 (16,350) 61,083,588 1,132,694,193 Improvements other than buildings 290,040,716 392,744 (23,236) 14,353,956 304,764,180 Machinery and equipment 200,093,383 24,040,563 (9,727,890) 5,958,592 220,364,648 Total capital assets depreciated 2,019,066,231 24,739,381 (9,769,326) 85,975,316 2,120,011,602 Less accumulated depreciation: Buildings 190,936,597 14,357,913 (1,850) ‐ 205,292,660 Infrastructure 408,599,688 36,226,586 (16,350) (75) 444,809,849 Improvements other than buildings 188,310,280 9,979,961 (15,228) ‐ 198,275,013 Machinery and equipment 160,760,982 12,510,349 (9,692,184) 722 163,579,869 Total accumulated depreciation 948,607,547 73,074,809 (9,725,612) 647 1,011,957,391 Total depreciable capital assets, net 1,070,458,684 (48,335,428) (43,714) 85,974,669 1,108,054,211 Total Governmental Activities capital assets, net 1,574,582,008$ 14,546,855$ (66,580)$ (4,426)$ 1,589,057,857$ Business‐type Activities: Capital assets not depreciated: Land and other non‐depreciable assets 31,486,366$ 2,742,340$ ‐$ ‐$ 34,228,706$ Construction in progress 66,304,879 43,832,879 (988,385) (39,085,838) 70,063,535 Total capital assets not depreciated 97,791,245 46,575,219 (988,385) (39,085,838) 104,292,241 Capital assets depreciated: Buildings 151,404,500 6,675,449 (77,910) 366,736 158,368,775 Improvements other than buildings 1,197,860,963 36,966,176 (653,524) 27,877,699 1,262,051,314 Machinery and equipment 67,566,232 6,722,625 (3,317,361) 10,845,182 81,816,678 Total capital assets depreciated 1,416,831,695 50,364,250 (4,048,795) 39,089,617 1,502,236,767 Less accumulated depreciation: Buildings 87,826,888 4,908,359 (19,438) ‐ 92,715,809 Improvements other than buildings 474,573,646 39,360,675 (515,833) 75 513,418,563 Machinery and equipment 39,747,483 7,979,924 (3,217,861) (722) 44,508,824 Total accumulated depreciation 602,148,017 52,248,958 (3,753,132) (647) 650,643,196 Total depreciable capital assets, net 814,683,678 (1,884,708) (295,663) 39,090,264 851,593,571 Total Business‐type Activities capital assets, net 912,474,923$ 44,690,511$ (1,284,048)$ 4,426$ 955,885,812$ 54 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 5 – CAPITAL ASSETS – CONTINUED Schedule of depreciation for fiscal year 2018: General Government 7,745,663$ Public Safety 11,344,587 Physical Environment 5,315,049 Transportation 36,290,688 Economic Environment 361,878 Human Services 352,034 Culture and Recreation 8,614,210 Subtotal 70,024,109 Internal Service Funds 3,050,700 Total Governmental Activities 73,074,809$ Water and Sewer 45,664,287$ Solid Waste 1,508,112 EMS 1,646,623 Airport Authority 1,525,540 Mass Transit 1,904,396 Total Business‐type Activities 52,248,958$ NOTE 6 – LONG‐TERM DEBT SUMMARY OF CHANGES IN LONG‐TERM OBLIGATIONS The following is a summary of changes in long‐term obligations for the year ended September 30, 2018: October 1, 2017 Additions Reductions Premium Amortized September 30, 2018 Due within one year Governmental Activities: Bonds Payable $ 220,775 $ ‐ $ (54,685) $ ‐ $ 166,090 $ 14,205 Premium on Bonds Payable 13,871 ‐ (503) (1,447) 11,921 ‐ Direct Placement Loans Payable 74,155 43,713 (7,653) ‐ 110,215 7,965 Commercial Paper Loans ‐ 12,000 (100) ‐ 11,900 400 Notes Payable 5,072 ‐ (457) ‐ 4,615 473 Capital Lease Obligations 316 ‐ (80) ‐ 236 83 Self‐Insurance Claims 8,485 76,807 (73,156) ‐ 12,136 8,111 Compensated Absences 28,469 8,889 (7,728) ‐ 29,630 9,994 Total 351,143$ 141,409$ (144,362)$ (1,447)$ 346,743$ 41,231$ Business‐type Activities: Bonds Payable 48,105$ ‐$ ‐$ ‐$ $ 48,105 ‐$ Premium on Bonds Payable 11,246 ‐ ‐ (603) 10,643 ‐ Direct Placement Loans Payable 20,825 35,965 (5,528) ‐ 51,262 6,261 Notes Payable 87,519 ‐ (9,574) ‐ 77,945 9,369 Capital Lease Obligations 865 ‐ (344) ‐ 521 348 Landfill Closure Liability 1,777 ‐ (27) ‐ 1,750 ‐ Compensated Absences 2,942 2,706 (2,496) ‐ 3,152 2,522 Total 173,279$ 38,671$ (17,969)$ (603)$ 193,378$ 18,500$ 000's Omitted 55 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 6 – LONG‐TERM DEBT – CONTINUED DESCRIPTIONS OF BONDS, LOANS AND NOTES PAYABLE Bonds, loans and notes payable at September 30, 2018 were composed of the following: GOVERNMENTAL ACTIVITIES Governmental Activities Limited General Obligation Bonds $6,215,000 2007 Limited General Obligation Bonds, Forest Lakes Roadway and Drainage Municipal Service Taxing Unit, duein installments of $300,000 to $540,000 through January 1, 2022; interest at 3.75% to 4.25% and collateralized by a limited ad valorem pledge of up to 4 mils. Bonds were issued for purposes of financing the costs of certain roadway lighting, drainage and restoration within the Forest Lakes Municipal Service Taxing Unit. 2,030,000$ Total Governmental Activities Limited General Obligation Bonds 2,030,000$ Governmental Activities Revenue Bonds $38,680,000 2012 Gas Tax Refunding RevenueBonds, duein annual installments of $2,700,000 to $6,605,000 through June1,2023;interestat3.00%to 5.00%and collateralizedbya pledgeon the combined gas tax proceeds. Bonds were issued for purposes of advance refunding the County's 2003 Gas Tax Revenue Bonds. 17,220,000$ $59,895,000 2010 Special Obligation RevenueBonds, duein annual installments of $1,545,000 to $3,860,000 through July 1,2034;interestat3.00% to 4.50% and collateralized by a pledgeon legally available non‐ad valorem revenues, including but not limited to the proceeds of the local government half cent sales tax, state revenue sharing, communicati ons services tax and charges and services generated by governmental activities. Bonds wereissued torefund all of the County's then outstanding promissory notes issued pursuant to the pooled commercial paper loan program of the Florida Local Government Finance Commission. 4,260,000 $24,620,000 2010BSpecial Obligation Refunding Revenue Bonds,due in annual installments of $1,830,000 to $2,630,000 through October 1, 2021; interest at 3.00% to 5.00% and collateralized by pledge on legally available non‐ad valorem revenues, including but not limited to the proceeds of the local government half cent sales tax, state revenue s haring, communications services tax and charges and services generated by governmental activities. Bonds were issued for purposes of advance refunding the County's 2002 Capi tal Improvement Revenue Bonds.9,960,000 $92,295,000 2011 Special Obligation Refunding Revenue Bonds, due in annual installments of $1,605,000 to $8,270,000 through October 1, 2029; interest at 2.50% to 5.00% and collateralized by a pledge on legally available non‐ad valorem revenues,including but not limited to the proceeds of the local government half cent sales tax, state revenue sharing, communications services tax and charges and services generated by governmental activities. Bonds were issued for purposes of advancerefunding a portion of the County's 2003 and 2005 Capital Improvement and Refunding Revenue Bonds. 58,815,000 $73,805,000 2013 Special Obligation Refunding Revenue Bonds, due in annual installments of $4,860,000 to $8,525,000 through October 1, 2035; interest at 3.50% to 4.00% and collateralized by a pledge on legally available non‐ad valorem revenues,including but not limited to the proceeds of the local government half cent sales tax, state revenue sharing, communications services tax and charges and services generated by governmental activities. Bonds were issued for purposes of advance refunding all of the County's remaining 2003 and 2005 Capital Improvement and Refunding Revenue Bonds. 73,805,000 Total Governmental Activities Revenue Bonds 164,060,000$ 56 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 6 – LONG‐TERM DEBT – CONTINUED Governmental Activities Direct Placement Loans $89,780,000 2014 Gas Tax Refunding Revenue Bond (Bank Term Loan) due in annual installments of $1,065,000 to $13,265,000 through June 1, 2025; interest at 2.33% and collateralized by a pledge on the combined gas tax proceeds. Loan was issuedtoadvance refund a portion of the County's 2005 Gas Tax Revenue Bonds. 66,615,000$ $43,713,000 2017 Special Obligation Refunding Revenue Note (Bank Term Loan) due in annual installments of $113,000 to $3,724,000 through July 1, 2034; interest at 3.09% and collateralized by a pledge on legally available non‐ad valorem revenues,including but not limited to the proceeds of the local government half cent sales tax, state revenue sharing, communications services tax and charges and services generated by governmental activities. Loan was issued to advance refund a portion of the County's 2010 Special Obl igation Revenue Bonds.43,600,000 Total Governmental Activities Direct Placement Loans 110,215,000$ Governmental Activities Commercial Paper Loans $12,000,000 Commercial Paper issued by the Florida Local Government Finance Commission Pooled Commercial Paper Program due on June 6, 2023; monthly variable interest for the current fiscal year of 2.03% to 2.73%, based on the underlying commercial paper that is purchased and collateralized by all legally available non‐ad valorem revenues. Loan was issued for purposes of purchasing a parcel of land for the County's amateur sports complex. 11,900,000$ Total Governmental Activities Commercial Paper Loans 11,900,000$ Governmental Activities Note Payable $5,293,293 2017 Bayshore Gateway Community Redevelopment Agency Taxabl eNotewithTD Bank, N.A., due in monthly installments of $35,574 to $52,349 through March 1, 2027;interest at3.56%andcollateralized bya pledgeon all legally availablenon‐ad valorem revenues of the Bayshore Gateway Community Redevelopment Agency. Note was issued to refund the 2013 Collier County Community Redevelopment Agency Taxable Note (Fifth Third Bank). 4,615,198$ Total Governmental Activities Note Payable 4,615,198$ Total Governmental Activities Obligations 292,820,198$ Unamortized Bond Premium 11,921,472$ Governmental Activities Obligations, Net 304,741,670$ Less Current Portion of Governmental Activities Obligations (23,043,424)$ Long‐Term Portion of Governmental Activities Obligations, Net 281,698,246$ BUSINESS‐TYPE ACTIVITIES Business‐type Activities Revenue Bonds $48,105,000 2016 Collier County Water and Sewer Refunding Revenue Bonds due in annual installments of $5,035,000 to $7,090,000 through July 1, 2036; interest at 5.00% and collateralized by a lien on and a pledge of net revenues of theCollier County Water and Sewer District (District). Bonds were issued for purposes of currently refundi ng all of the District's remaining 2006 Water and Sewer Revenue Bonds. 48,105,000$ Total Business‐type Activities Revenue Bonds 48,105,000$ 57 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 6 – LONG‐TERM DEBT – CONTINUED Business‐type Activities Direct Placement Loans $17,769,080 2013 Collier County Water and Sewer Refunding Revenue Bond (Bank Term Loan) due in annual installments of $1,369,430 to $4,312,275 through July 1, 2021;interest at1.47% and collateralized by a lien on and a pledgeof net revenues of the Collier County Water and Sewer District. Loan was issued to currently refund all of theDistrict's 2003BWater and Sewer Refunding Revenue Bonds. 4,281,907$ $17,687,000 2015 Collier County Water and Sewer Refunding Revenue Bond (Bank Term Loan) due in annual installments of $2,533,000 to $4,561,000 through July 1, 2022;interest at1.75% and collateralized by a lien on and a pledgeof net revenues of the Collier County Water and Sewer District. Loan was issued to advance refund a portion of the District's 2006 Water and Sewer Revenue Bonds.12,575,000 $35,965,000 2018 Collier County Water and Sewer Revenue Bond (Bank Term Loan) due in annual installments of $1,560,000 to $3,945,000 through July 1, 2029; interest at 2.41% and collateralized by a lien on and a pledgeof net revenues of theCollier County Water and Sewer District. Loan was issued to finance the acquisition of water and wastewater utility facilities within the Golden Gate Community. 34,405,000 Total Business‐type Activities Direct Placement Loans 51,261,907$ Business‐type Activities Notes Payable $166,580 County Water and Sewer District agreement with private developer payable through use of sewer impact fee credits. Non‐interest bearing agreemen t. 65,557$ $89,982,000 2016 County Water and Sewer District Refunding Revenue Note with Florida Community Bank,N.A.,duein monthly installments of $2,881,000 to $9,574,000 through July 1, 2029; interest at 1.80% and collateralized by a subordinated pledge on the netrevenues of the Collier County Water and Sewer District. Loan was issued to currently refu nd all of the District's State Revolving Fund Loans. 77,879,000 Total Business‐type Activities Loans and Notes Payable 77,944,557$ Total Business‐type Activities Obligations 177,311,464$ Unamortized Bond Premium 10,643,362$ Business‐type Activities Obligations, Net 187,954,826$ Less Current Portion of Business‐type Activities Obligations Payable from Unrestricted Assets (11,673,360)$ Less Current Portion of Business‐type Activities Obligations Payable from Restricted Assets (3,956,677)$ Long‐Term Portion of Business‐type Activities Obligations, Net 172,324,789$ 58 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 6 – LONG‐TERM DEBT – CONTINUED SUMMARY OF DEBT SERVICE REQUIREMENTS TO MATURITY The total annual debt service requirements to maturity of long‐term debt, excluding compensated absences, capitalized leases, premiums, discounts and arbitrage rebate liability, are as follows: Fiscal Year Principal Interest Principal Interest Principal Interest 2019 475,000$ 76,181$ 13,730,000$ 6,593,206$ 7,965,000$ 2,899,369$ 2020 495,000 55,569 14,380,000 5,957,469 8,152,000 2,711,847 2021 520,000 34,000 12,780,000 5,303,606 10,576,000 2,519,915 2022 540,000 11,475 13,390,000 4,666,256 10,843,000 2,254,448 2023 ‐ ‐ 11,260,000 4,089,782 11,120,000 1,982,175 2024‐28 ‐ ‐ 38,730,000 14,899,966 40,834,000 5,503,384 2029‐33 ‐ ‐ 38,095,000 7,982,732 17,001,000 2,183,393 2034‐38 ‐ ‐ 21,695,000 1,229,300 3,724,000 115,072 Totals 2,030,000$ 177,225$ 164,060,000$ 50,722,317$ 110,215,000$ 20,169,603$ Governmental Activities Limited General Obligation Bonds Revenue Bonds Direct Placement Loans Fiscal Year Totals Principal Interest Principal Interest 2019 400,000$ 705,000$ 473,424$ 156,626$ 33,473,806$ 2020 400,000 681,000 490,556 139,494 33,462,935 2021 400,000 657,000 508,308 121,743 33,420,572 2022 400,000 633,000 526,702 103,349 33,368,230 2023 10,300,000 459,000 545,762 84,289 39,841,008 2024‐28 ‐ ‐ 2,070,446 134,733 102,172,529 2029‐33 ‐ ‐ ‐ ‐ 65,262,125 2034‐38 ‐ ‐ ‐ ‐ 26,763,372 Totals 11,900,000$ 3,135,000$ 4,615,198$ 740,234$ 367,764,577$ Governmental Activities Notes PayableCommercial Paper Loans Fiscal Year Totals Principal Interest Principal Interest Principal Interest 2019 ‐$ 2,405,250$ 6,261,480$ 1,112,167$ 9,368,557$ 1,401,822$ 20,549,276$ 2020 ‐ 2,405,250 6,384,464 991,822 9,027,000 1,234,368 20,042,904 2021 ‐ 2,405,250 6,499,963 869,013 9,189,000 1,071,882 20,035,108 2022 ‐ 2,405,250 6,961,000 743,893 7,891,000 906,480 18,907,623 2023 ‐ 2,405,250 3,505,000 606,235 8,034,000 764,442 15,314,927 2024‐28 ‐ 12,026,250 18,815,000 1,723,753 31,554,000 1,776,312 65,895,315 2029‐33 27,835,000 9,378,250 2,835,000 68,323 2,881,000 51,858 43,049,431 2034‐38 20,270,000 2,060,000 ‐ ‐ ‐ ‐ 22,330,000 Totals 48,105,000$ 35,490,750$ 51,261,907$ 6,115,206$ 77,944,557$ 7,207,164$ 226,124,584$ Business‐type Activities Revenue Bonds Notes PayableDirect Placement Loans 59 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 6 – LONG‐TERM DEBT – CONTINUED CURRENT YEAR FINANCING ACTIVITIES On November 14, 2017 the Board of County Commissioners of Collier County, Florida and ex‐officio as the governing Board of the Collier County Water‐Sewer District (District) authorized the acquisition of the real and personal property owned or utilized by the Florida Governmental Utility Authority to provide water and wastewater services in Collier County, Florida, in the Golden Gate Community, known as the Golden Gate Utility System (System). The transfer date was set as March 1, 2018 and the purchase price for the Golden Gate Utility System was established as the amount required to repay all outstanding bonds and any additional obligations related to the System. On February 28, 2018 the Series 2018 Collier County Water and Sewer Revenue Bond was issued in the par amount of $35,965,000 for purposes of acquiring the System and paying associated costs of issuance. Effective as of the transfer date the Golden Gate Utility System was included in the Collier County Water‐ Sewer District service area. On December 28, 2017, Collier County issued the Series 2017 Special Obligation Refunding Revenue Note (Bank Term Loan) in the par amount of $43,713,000. These bonds were issued for the purpose of advance refunding portions of the County’s outstanding Special Obligation Revenue Bonds, Series 2010. The final maturity of the Series 2017 Note is July 1, 2034, with an interest rate of 3.09%. The advanced refunding achieved a net present value savings of 6.73% on the refunded bonds and an aggregate debt service savings of $3,530,341 and an economic gain of $2,868,509. The Series 2017 Special Obligation Refunding Revenue Note was issued as a direct placement financing, secured with a lien on parity with all outstanding Special Obligation Refunding Revenue Bonds. The refunded Series 2010 Special Obligation Revenue Bonds have a redemption date of July 1, 2020. On April 30, 2018, Collier County issued a $12,000,000 commercial paper loan through the Florida Local Government Finance Commission’s Pooled Commercial Paper Program. The loan was issued for purposes of acquiring land for the construction of the County’s regional tournament caliber amateur sports complex. RESTRICTIVE COVENANTS According to County resolutions authorizing the issuance of the Series 2010, 2010B, 2011 and 2013 Special Obligation Refunding Revenue Bonds and Series 2017 Special Obligation Refunding Revenue Note, the County has covenanted, subject to certain restrictions and limitations, to appropriate in its annual budget, by amendment if necessary, from non‐ad valorem revenues amounts sufficient to pay principal and interest on the combined Special Obligation Bonds and Notes. According to County resolutions authorizing the issuance of the Series 2012 Gas Tax Revenue Refunding Bonds and Series 2014 Gas Tax Refunding Revenue Bond, the issues are payable from and secured by liens on gas tax revenues. The covenants of the loan agreement authorizing the Florida Local Government Finance Commission loans include appropriation in the annual amounts of non‐ad valorem revenues or other legally available funds sufficient to satisfy the loan repayments. Bayshore Gateway Community Redevelopment Agency (Agency) tax increment revenues are pledged for the repayment of the Agency’s Series 2017 taxable note. The Agency has additionally covenanted to budget and appropriate from all legally available non‐ad valorem revenues of the Agency to pay the Series 2017 note to the extent the tax increment revenues are insufficient. The Series 2017 note does not constitute an indebtedness of the County and is payable solely from the security provided by the Bayshore Gateway Community Redevelopment Agency. The Agency is required to have a debt service reserve balance with the lending bank of $315,026 as of the end of fiscal year 2018. The Agency was in compliance with these covenants for the year ended September 30, 2018. 60 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 6 – LONG‐TERM DEBT – CONTINUED The County Water and Sewer District (District) has pledged future water and sewer customer revenues, net of certain operating expenses, to repay $99,366,907 in Series 2013, 2015, 2016 and 2018 revenue bonds. Proceeds from the bonds were used for the refinancing of bonds issued for purposes of rehabilitation or expansion of the District’s water and sewer systems. Principal and interest are payable through July 1, 2036, solely from the net revenues and certain other fees and charges derived from operation of the County's Water and Sewer District (District). The pledge of net revenues by the District from the operation of the system does not constitute a lien upon the system or any other property of the County. The resolutions authorizing the revenue bonds include an obligation for the District to fix, establish and maintain such rates and collect such fees so as to provide in each year net revenues, as defined in the bond resolutions, which together with system development fees (impact fees) and special assessment proceeds (if applicable) received shall be at least 125% of the annual debt service requirements for the bonds; provided, however, that net revenues in each fiscal year shall be adequate to pay at least 100% of the annual debt service on the bonds. Fiscal year 2018 pledged revenues, net of operating expenses (excluding depreciation and amortization), were $65,336,148, and $79,423,710 when system development fees were included. Principal and interest paid on the bonds during fiscal year 2018 totaled $8,577,955, providing coverage of 762% and 926%, respectively. In addition, bond covenants require a renewal and replacement amount equal to $300,000 in the District funds. The District was in compliance with these covenants for the year ended September 30, 2018. The District has a note outstanding in the amount of $77,879,000 with Florida Community Bank, N.A. This note is collateralized by a lien on pledged revenues consisting of net revenues from the operations of the County Water and Sewer System and system development fees. The lien is subordinate in all respects to the liens placed upon pledged revenues established by bonded indebtedness. The District’s note was in compliance with these covenants for the year ended September 30, 2018. LEGAL DEBT MARGIN The Constitution of the State of Florida and the Florida Statutes set no legal debt limit. LEASE OBLIGATIONS Capitalized leases payable at September 30, 2018 amounted to $757,334. These obligations, which are collateralized by equipment and vehicles, have total annual installments ranging from $29,702 to $445,300 including interest ranging from 1.83% to 4.82% and mature through 2022. As of year‐end, equipment currently leased under capital leases in the governmental activities had a historical cost of $1,001,732 and accumulated depreciation of $852,895. Equipment currently leased under capital leases in the business‐type activities had a historical cost of $2,388,606 and accumulated depreciation of $1,741,364. Future minimum capital lease obligations as of September 30, 2018 were as follows: Governmental Business‐type Activities Activities Total 92,888$ 352,412$ 445,300$ 92,887 94,432 187,319 40,234 78,693 118,927 29,702 ‐ 29,702 Total minimum lease payments 255,711 525,537 781,248 Less amount representing interest (19,278) (4,636) (23,914) Present value of minimum lease payments 236,433$ 520,901$ 757,334$ 2019 2020 2021 2022 61 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 6 – LONG‐TERM DEBT – CONTINUED The County also leases office space, office equipment and storage space under operating leases. These leases expire or are cancellable within the next fiscal year. In the normal course of operations, these leases will be renewed or replaced by other leases. Total rental expenditures for all operating leases within the governmental activities for the year ended September 30, 2018 were $1,868,081. Total rental expenditures for all operating leases within business‐type activities for the year ended September 30, 2018 were $304,192. NOTE 7 – CONDUIT DEBT OBLIGATIONS COMPONENT UNIT CONDUIT DEBT The Industrial Development Authority, Housing Finance Authority, Health Facilities Authority and Educational Facilities Authority, all component units of Collier County, issue debt instruments for the purpose of providing capital financing to independent third parties. Industrial development revenue bonds have been issued to provide financial assistance to public entities for the acquisition and construction of industrial and commercial facilities. Housing revenue bonds have been issued for the purpose of financing the development of multi‐family residential rental communities. The health facility revenue bonds were issued to provide financing for the construction of health park facilities. The educational facility revenue bonds were used to provide financing for the construction of educational facilities. These bonds were secured by the financed property, a letter of credit or a corporate guarantee. The primary revenues pledged to pay the debt are those revenues derived from the project or facilities constructed. Neither the issuer, nor the County, is obligated in any manner for repayment of the bonds and as such they are not reported as liabilities in the accompanying financial statements. As of September 30, 2018, the outstanding principal amount payable on all component unit conduit debt was $379,938,485 and is made up of the following: Industrial development revenue bonds 11,720,000$ Housing finance revenue bonds 24,285,898 Health facilities revenue bonds 246,085,000 Educational facilities revenue bonds 97,847,587 Total 379,938,485$ NOTE 8 – DEFINED BENEFIT PENSION PLANS BACKGROUND The Florida Retirement System (FRS) Pension Plan was created by Chapter 121, Florida Statutes, effective December 1, 1970. The FRS is a qualified retirement plan under Section 401(a), Internal Revenue Code, created to provide a defined benefit pension plan for participating public employees. The FRS was amended in 1998 to add the Deferred Retirement Option Program under the defined benefit plan and amended in 2000 to provide a defined contribution plan alternative to the defined benefit plan for FRS members effective July 1, 2002. This integrated defined contribution pension plan is the FRS Investment Plan. Chapter 112, Florida Statutes, established the Retiree Health Insurance Subsidy (HIS) Program, a cost‐ sharing multiple‐employer defined benefit pension plan, to assist retired members of any State‐administered retirement system in paying the costs of health insurance. Essentially all regular employees of the County are eligible to enroll as members of the State‐administered FRS. Provisions relating to the FRS are established by Chapters 121 and 122, Florida Statutes; Chapter 112, Part IV, Florida Statutes; Chapter 238, Florida Statutes; and FRS Rules, Chapter 60S, Florida Administrative Code; wherein eligibility, contributions and benefits are defined and described in detail. Such provisions may be amended at any time by the Florida Legislature. The FRS is a single retirement system administered by the Florida Department of Management Services, Division of Retirement, and consists of the two cost sharing, multiple employer defined benefit plans and other nonintegrated programs. 62 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 8 – DEFINED BENEFIT PENSION PLANS – CONTINUED A comprehensive annual financial report of the FRS, which includes its financial statements, required supplementary information, actuarial report, and other relevant information, is available from the Florida Department of Management Services’ web site (www.dms.myflorida.com). The County’s pension expense totaled $50,311,408 for both the FRS Pension Plan and HIS Plan for the year ended September 30, 2018. FLORIDA RETIREMENT SYSTEM PENSION PLAN PLAN DESCRIPTION The Florida Retirement System Pension Plan (FRS Plan) is a cost‐sharing multiple‐employer defined benefit pension plan, with a Deferred Retirement Option Program (DROP) for eligible employees. The general classes of membership are as follows: Regular Class – Members of the FRS who do not qualify for membership in the other classes. Elected County Officers Class – Members who hold specified elective offices in local government. Senior Management Service Class (SMSC) – Members in senior management level positions. Special Risk Class – Members who are special risk employees, such as law enforcement officers, meet the criteria to qualify for this class. Employees enrolled in the FRS Plan prior to July 1, 2011, vest at 6 years of creditable service and employees enrolled in the FRS Plan on or after July 1, 2011, vest at 8 years of creditable service. All vested members, enrolled prior to July 1, 2011, are eligible for normal retirement benefits at age 62 or at any age after 30 years of service, except for members classified as special risk who are eligible for normal retirement benefits at age 55 or at any age after 25 years of service. All members enrolled in the FRS Plan on or after July 1, 2011, once vested, are eligible for normal retirement benefits at age 65 or any time after 33 years of creditable service, except for members classified as special risk who are eligible for normal retirement benefits at age 60 or at any age after 30 years of service. Employees enrolled in the FRS Plan may include up to 4 years of credit for military service toward creditable service. The FRS Plan also includes an early retirement provision; however, there is a benefit reduction for each year a member retires before his or her normal retirement date. The FRS Plan provides retirement, disability, death benefits, and annual cost‐of‐living adjustments to eligible participants. DROP, subject to provisions of Section 121.091, Florida Statutes, permits employees eligible for normal retirement under the FRS Plan to defer receipt of monthly benefit payments while continuing employment with an FRS participating employer. An employee may participate in DROP for a period not to exceed 60 months after electing to participate, except that certain instructional personnel may participate for up to 96 months. During the period of DROP participation, deferred monthly benefits are held in the FRS Trust Fund and accrue interest. The net pension liability does not include amounts for DROP participants, as these members are considered retired and are not accruing additional pension benefits. BENEFITS PROVIDED Benefits under the FRS Plan are computed on the basis of age and/or years of service, average final compensation, and service credit. Credit for each year of service is expressed as a percentage of the average final compensation. For members initially enrolled before July 1, 2011, the average final compensation is the average of the 5 highest fiscal years’ earnings; for membe rs initially enrolled on or after July 1, 2011, the average final compensation is the average of the 8 highest fiscal years’ earnings. The total percentage value of the benefit received is determined by calculating the total value of all service, which is based on the retirement class to which the member belonged when the service credit was earned. Members are eligible for in‐line‐ of‐duty or regular disability and survivors’ benefits. 63 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 8 – DEFINED BENEFIT PENSION PLANS – CONTINUED The following chart shows the percentage value for each year of service credit earned: % Value (per year of service) Retirement up to age 62 or up to 30 years of service 1.60 Retirement at age 63 or with 31 years of service 1.63 Retirement at age 64 or with 32 years of service 1.65 Retirement at age 65 or with 33 or more years of service 1.68 Retirement up to age 65 or up to 33 years of service 1.60 Retirement at age 66 or with 34 years of service 1.63 Retirement at age 67 or with 35 years of service 1.65 Retirement at age 68 or with 36 or more years of service 1.68 3.00 2.00 Service from December 1, 1970 through September 30, 1974 2.00 Service on and after October 1, 1974 3.00 Special Risk Class Class, Initial Enrollment and Retirement Age/Years of Service: Regular Class members initially enrolled before July 1, 2011 Regular Class members initially enrolled on or after July 1, 20 11 Elected County Officers' Class Senior Management Service Class As provided in Section 121.101, Florida Statutes, if the member is initially enrolled in the FRS before July 1, 2011, and all service credit was accrued before July 1, 2011, the annual cost‐of‐living adjustment is 3 percent per year. If the member is initially enrolled before July 1, 2011, and has service credit on or after July 1, 2011, there is an individually calculated cost‐of‐ living adjustment. The annual cost‐of‐living adjustment is a proportion of 3 percent determined by dividing the sum of the pre‐July 2011 service credit by the total service credit at retirement multiplied by 3 percent. FRS Plan members initially enrolled on or after July 1, 2011, will not have a cost‐of‐living adjustment after retirement. CONTRIBUTIONS The Florida Legislature establishes contribution rates for participating employers and employees. Effective July 1, 2011, all FRS Plan members (except those in DROP) are required to make 3% employee contributions on a pretax basis. The employer contribution rates by job class for the periods from October 1, 2017 through June 30, 2018 and from July 1, 2018 through September 30, 2018, respectively, were as follows: Regular employees‐7.92% and 8.26%; Special Risk – Regular‐23.27% and 24.50%; County Elected Officials‐45.50% and 48.70%; Senior Management Services‐22.71% and 24.06%; and DROP participants‐13.26% and 14.03%. The County’s contributions to the FRS Plan were $23,401,059 for the year ended September 30, 2018. PENSION COSTS At September 30, 2018, the County reported a liability of $242,370,237 for its proportionate share of the FRS Plan’s net pension liability. The net pension liability was measured as of June 30, 2018, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of July 1, 2018. The County’s proportion of the net pension liability was based on the County’s contributions received by FRS during the measurement period for employer payroll paid dates from July 1, 2017, through June 30, 2018, relative to the total employer contributions received from all of FRS’s participating employers. At June 30, 2018, the County’s proportion was 0.804668%, which was an increase of 0.007947% from its proportion measured as of June 30, 2017. 64 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 8 – DEFINED BENEFIT PENSION PLANS – CONTINUED For the year ended September 30, 2018, the County recognized pension expense of $43,900,644 for its proportionate share of FRS’s pension expense. In addition, the County reported its proportionate share of FRS’s deferred outflows of resources and deferred inflows of resources from the following sources: Description Deferred Outflows of Resources Deferred Inflows of Resources Differences Between Expected and Actual Economic Experience 20,5 32,403$ 745,231$ Changes in Actuarial Assumptions 79,194,808 ‐ Net Difference Between Projected and Actual Earnings on Pension Plan Investments ‐ 18,726,056 Changes in Proportion and Differences Between County Contributions and Proportionate Share of Contributions 9,226,252 992,900 County Contributions Subsequent to the Measurement Date 5,949,421 ‐ Total 114,902,884$ 20,464,187$ Deferred outflows of resources related to pensions of $5,949,421, resulting from County contributions to the FRS Plan subsequent to the measurement date, will be recognized as a reduction of the net pension liability in the year ended September 30, 2019. Other amounts reported as deferred outflows and inflows of resources related to pensions will be recognized as an increase in pension expense as follows: Year Ending September 30 Amount 2019 33,428,623$ 2020 23,609,031 2021 4,807,819 2022 15,251,782 2023 9,900,077 Thereafter 1,491,944 ACTUARIAL ASSUMPTIONS The total pension liability in the July 1, 2018, actuarial valuation was determined using the following actuarial assumptions, applied to all periods included in the measurement: Inflation 2.60% per year Salary Increases 3.25%, including inflation Investment Rate of Return 7.00%, Net of Pension Plan investment expense Mortality rates were based on the Generational RP‐2000 with Projection Scale BB. The actuarial assumptions used in the July 1, 2018, valuation were based on the results of an actuarial experience study for the period July 1, 2008, through June 30, 2013. The long‐term expected rate of return on pension plan investments was not based on historical returns, but instead is based on a forward‐looking capital market economic model. The allocation policy’s description of each asset class was used to map the target allocation to the asset classes shown below. Each asset class assumption is based on a consistent set of underlying assumptions, and includes an adjustment for the inflation assumption. 65 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 8 – DEFINED BENEFIT PENSION PLANS – CONTINUED The target allocation, as outlined in the FRS Plan’s investment policy, and best estimates of arithmetic and geometric real rates of return for each major asset class are summarized in the following table: Asset Class Target Allocation Annual Arithmetic Return Compound Annual (Geometric) Return Standard Deviation Cash 1.0% 2.9% 2.9% 1.8% Fixed income 18.0% 4.4% 4.3% 4.0% Global equity 54.0% 7.6% 6.3% 17.0% Real estate (property) 11.0% 6.6% 6.0% 11.3% Private equity 10.0% 10.7% 7.8% 26.5% Strategic investments 6.0% 6.0% 5.7% 8.6% Totals 100.0% Assumed Inflation ‐ Mean 2.6% 1.9% DISCOUNT RATE The discount rate used to measure the total pension liability was 7.00% for the FRS Plan. The projection of cash flows used to determine the discount rate assumed that employee and employer contributions will be made at the rate specified in statute. Based on that assumption, the pension plan’s fiduciary net position was projected to be available to make all projected future benefit payments of current active and inactiv e employees. Therefore, the long‐term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability. PENSION LIABILITY SENSITIVITY The following presents the County’s proportionate share of the net pension liability for the FRS Plan, calculated using the discount rate disclosed in the preceding paragraph, as well as what the County’s proportionate share of the net pension liability would be if it were calculated using a discount rate one percentage point lower or one percentage point higher than the current discount rate: Description 1% Decrease in Discount Rate Current Discount Rate 1% Increase in Discount Rate FRS Plan Discount Rate 6.00% 7.00% 8.00% County's Proportionate Share of the FRS Plan Net Pension Liability 442,335,849$ 242,370,237$ 76,286,976$ PENSION PLAN FIDUCIARY NET POSITION Detailed information about the FRS Plan’s fiduciary net position is available in a separately‐issued FRS Pension Plan and Other State‐Administered Systems Comprehensive Annual Financial Report. That report may be obtained through the Florida Department of Management Services website at www.dms.myflorida.com. 66 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 8 – DEFINED BENEFIT PENSION PLANS – CONTINUED RETIREE HEALTH INSURANCE SUBSIDY PROGRAM PLAN DESCRIPTION The Retiree Health Insurance Subsidy Program (HIS Plan) is a non‐qualified, cost‐sharing multiple‐employer defined benefit pension plan established under Section 112.363, Florida Statutes, and may be amended by the Florida Legislature at any time. The benefit is a monthly payment to assist retirees of State‐administered retirement systems in paying their health insurance costs and is administered by the Florida Department of Management Services, Division of Retirement. BENEFITS PROVIDED For the fiscal year ended June 30, 2018, eligible retirees and beneficiaries received a monthly HIS payment of $5 for each year of creditable service completed at the time of retirement, with a minimum HIS payment of $30 and a maximum HIS payment of $150 per month, pursuant to Section 112.363, Florida Statutes. To be eligible to receive a HIS Plan benefit, a retiree under a State‐administered retirement system must provide proof of health insurance coverage, which may include Medicare. CONTRIBUTIONS The HIS Plan is funded by required contributions from FRS participating employers as set by the Florida Legislature. Employer contributions are a percentage of gross compensation for all active FRS members. The FRS contribution rates include a 1.66% HIS Plan subsidy for the periods October 1, 2017 through June 30, 2018 and from July 1, 2018 through September 30, 2018, pursuant to Section 112.363, Florida Statutes. The County contributed 100 percent of its statutorily required contributions for the current and preceding 3 years. HIS Plan contributions are deposited in a separate trust fund from which payments are authorized. HIS Plan benefits are not guaranteed and are subject to annual legislative appropriation. In the event the legislative appropriation or available funds fail to provide full subsidy benefits to all participants, benefits may be reduced or canceled. The County’s contributions to the HIS Plan were $3,750,438 for the year ended September 30, 2018. PENSION COSTS At September 30, 2018, the County reported a liability of $73,037,274 for its proportionate share of the HIS Plan’s net pension liability. The net pension liability was measured as of June 30, 2018, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of July 1, 2018. The County’s proportion of the net pension liability was based on the County’s contributions received during the measurement period for employer payroll paid dates from July 1, 2017, through June 30, 2018, relative to the total employer contributions received from all participating employers. At June 30, 2018, the County’s proportion was 0.690065%, which was an increase of 0.024681% from its proportion measured as of June 30, 2017. For the year ended September 30, 2018, the County recognized pension expense of $6,410,764 for its proportionate share of HIS’s pension expense. In addition, the County reported its proportionate share of HIS’s deferred outflows of resources and deferred inflows of resources from the following sources: Description Deferred Outflows of Resources Deferred Inflows of Resources Differences Between Expected and Actual Economic Experience 1,11 8,169$ 124,088$ Changes in Actuarial Assumptions 8,122,647 7,722,112 Net Difference Between Projected and Actual Earnings on HIS Program 44,088 ‐ Changes in Proportion and Differences Between County Contributi ons and Proportionate Share of Contributions 5,501,135 814,337 County Contributions Subsequent to the Measurement Date 929,315 ‐ Total 15,715,354$ 8,660,537$ 67 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 8 – DEFINED BENEFIT PENSION PLANS – CONTINUED Deferred outflows of resources related to pensions of $929,315, resulting from County contributions to the HIS Plan subsequent to the measurement date, will be recognized as a reduction of the net pension liability in the year ended September 30, 2019. Other amounts reported as deferred outflows and inflows of resources related to pensions will be recognized as an increase in pension expense as follows: Year Ending September 30 Amount 2019 1,981,072$ 2020 1,977,355 2021 1,634,425 2022 863,532 2023 (353,375) Thereafter 22,493 ACTUARIAL ASSUMPTIONS The total pension liability in the July 1, 2018, actuarial valuation was determined using the following actuarial assumptions, applied to all periods included in the measurement: Inflation 2.60% per year Salary Increases 3.25%, including inflation Municipal Bond Rate 3.87% Mortality rates were based on the Generational RP‐2000 with Projection Scale BB. The actuarial assumptions used in the July 1, 2018, valuation were based on the results of an actuarial experience study for the period July 1, 2008, through June 30, 2013. DISCOUNT RATE The discount rate used to measure the total pension liability was 3.87% for the HIS Plan. In general, the discount rate for calculating the total pension liability is equal to the single rate equivalent to discounting at the long‐term expected rate of return for benefit payments prior to the projected depletion date. Because the HIS benefit is essentially funded on a pay‐as‐ you‐go basis, the depletion date is considered to be immediate, and the single equivalent discount rate is equal to the municipal bond rate selected by the HIS Plan sponsor. The Bond Buyer General Obligation 20‐Bond Municipal Bond Index was adopted as the applicable municipal bond index. PENSION LIABILITY SENSITIVITY The following presents the County’s proportionate share of the net pension liability for the HIS Plan, calculated using the discount rate disclosed in the preceding paragraph, as well as what the County’s proportionate share of the net pension liability would be if it were calculated using a discount rate one percentage point lower or one percentage point higher than the current discount rate: Description 1% Decrease in Discount Rate Current Discount Rate 1% Increase in Discount Rate HIS Plan Discount Rate 2.87% 3.87% 4.87% County's Proportionate Share of the HIS Plan Net Pension Liability 83,185,175$ 73,037,274$ 64,578,410$ 68 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 8 – DEFINED BENEFIT PENSION PLANS – CONTINUED PENSION PLAN FIDUCIARY NET POSITION Detailed information about the HIS Plan’s fiduciary’s net position is available in a separately‐issued FRS Pension Plan and Other State‐Administered Systems Comprehensive Annual Financial Report. That report may be obtained through the Florida Department of Management Services website at www.dms.myflorida.com. SUMMARY The aggregate amount of net pension liability, related deferred outflows of resources and deferred inflows of resources and pension expense for the County’s defined benefit pension plans are summarized below: FRS Plan HIS Plan Total Net pension liability 242,370,237$ 73,037,274$ 315,407,511$ Deferred outflows of resources related to pensions 114,902,884 15,715,354 130,618,238 Deferred inflows of resources related to pensions 20,464,187 8,660,537 29,124,724 Pension expense 43,900,644 6,410,764 50,311,408 NOTE 9 – DEFINED CONTRIBUTION PLAN The Florida State Board of Administration (SBA) administers the defined contribution plan officially titled the FRS Investment Plan (Investment Plan). The Investment Plan is reported in the SBA’s annual financial statements and in the State of Florida Comprehensive Annual Financial Report. As provided in Section 121.4501, Florida Statutes, eligible FRS members may elect to participate in the Investment Plan in lieu of the FRS defined benefit plan. County employees participating in DROP are not eligible to participate in the Investment Plan. Employer and employee contributions, including amounts contributed to individual member’s accounts, are defined by law, but the ultim ate benefit depends in part on the performance of investment funds. Benefit terms, including contribution requirements, for the Investment Plan are established and may be amended by the Florida Legislature. The Investment Plan is funded with the same employer and employee contribution rates that are based on salary and membership class (Regular Class, Elected County Officers, etc.), as the FRS defined benefit plan. Contributions are directed to individual member accounts, and the individual members allocate contributions and account balances among various approved investment choices. Costs of administering the plan, including the FRS Financial Guidance Program, are funded through an employer contribution of .06% of payroll from July 1, 2017 to June 30, 2018 and .06% of payroll from July 1, 2018 to June 30, 2019 in addition to forfeited benefits of plan members. The County’s Investment Plan pension expense totaled $4,589,549 for the year ended September 30, 2018. For all membership classes, employees are immediately vested in their own contributions and are vested after 1 year of service for employer contributions and investment earnings. If an accumulated benefit obligation for service credit originally earned under the FRS Pension Plan is transferred to the Investment Plan, the member must have the years of service required for FRS Pension Plan vesting (including the service credit represented by the transferred funds) to be vested for these funds and the earnings on the funds. Non‐vested employer contributions are placed in a suspense account for up to 5 years. If the employee returns to FRS‐covered employment within the 5‐year period, the employee will regain control over their account. If the employee does not return within the 5‐year period, the employee will forfeit the accumulated account balance. For the fiscal year ended June 30, 2018, the information for the amount of forfeitures was unavailable from the SBA; however, management believes that these amounts, if any, would be immaterial to the County. After termination and applying to receive benefits, the member may rollover vested funds to another qualified plan, structure a periodic payment under the Investment Plan, receive a lump‐sum distribution, leave the funds invested for future distribution, or any combination of these options. Disability coverage is provided; the member may either transfer the account balance to the FRS Pension Plan when approved for disability retirement to receive guaranteed lifetime monthly benefits under the FRS Pension Plan, or remain in the Investment Plan and rely upon that account balance for retirement income. 69 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 10 – TRANSFERS Transfers between funds were used to (1) move revenues from the fund that statute or budget requires they be collected in to the fund that statute or budget requires they be expended from, (2) move receipts restricted to debt service to the debt service fund as payments become due and (3) use unrestricted revenues collected in the General Fund to finance operating and capital programs accounted for in other funds in accordance with budgetary authorizations. Transfers for the year ended September 30, 2018 were as follows: Transfers from Fund Transfers to Fund Amount Governmental Activities: General Fund Nonmajor Governmental Funds 59,372,267$ Solid Waste Disposal 365,135 Emergency Medical Services 19,884,997 Nonmajor Business‐type 4,368,761 Internal Service Funds 989,900 Bayshore Gateway Community Redevelopment Agency Nonmajor Governmental Funds 631,000 Internal Service Funds 3,700 Immokalee Community Redevelopment Agency Bayshore Gateway Community Redevelopment Agency 78,000 Internal Service Funds 3,600 Nonmajor Governmental Funds General Fund 3,819,854 Bayshore Gateway CRA 136,800 Immokalee CRA 85,000 Nonmajor Governmental Funds 40,708,269 County Water and Sewer 13,600 Nonmajor Business‐type 126,413 Internal Service Funds 2,322,800 Business‐type Activities: County Water and Sewer General Fund 6,679,100 Nonmajor Governmental Funds 218,500 Solid Waste Disposal 655,800 Internal Service Funds 541,500 Solid Waste Disposal General Fund 776,405 Internal Service Funds 48,500 Emergency Medical Services Internal Service Funds 12,400 Internal Service Funds General Fund 1,076,600 Nonmajor Governmental Funds 775,792 Internal Service Funds 36,500 Total Transfers 143,731,193$ NOTE 11 – NET POSITION/FUND BALANCE CLASSIFICATION Net position represents the difference between total assets plus deferred outflows of resources and liabilities plus deferred inflows of resources and is categorized as follows: Net investment in capital assets: Total capital assets, net of debt issued and deferred amounts on refundings related to the acquisition of these assets and net of depreciation is reported separately in the net position section. Restricted for growth related capital expansion: Impact fees are restricted for growth related capital expansion. Restricted for transportation capital projects: Gas taxes and other revenues restricted for transportation capital improvements. 70 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 11 – NET POSITION/FUND BALANCE CLASSIFICATION – CONTINUED Restricted for tourist development: Tourist development tax proceeds are restricted for tourist related activities. Restricted for Conservation Collier: Balances generated by the former levy of one quarter mill of ad valorem revenues restricted for the maintenance and management of environmentally sensitive land. Restricted for community redevelopment: Tax increment revenues generated in the redevelopment areas are restricted for redevelopment purposes. Restricted for grants: State and federal government grant monies restricted for grant related purposes. Restricted for debt service: Balances are restricted in conjunction with the issuance of bonds and have been funded by operating transfers from the appropriate funds. The use of monies in the sinking fund is restricted to the payment of principal and interest on long‐term debt. Restricted for nonexpendable purposes – other: Balances are restricted in conjunction with the maintenance and management of certain conservation lands for mitigation purposes. Restricted for special revenues – other: Balances are restricted for specific uses associated with the revenue collected. Restricted for renewal and replacement: Balance is restricted in conjunction with the issuance of County Water and Sewer District Bonds. The use of monies in the renewal and replacement fund is restricted to funding the cost of additions, replacement or major repair of water and wastewater capital assets. Unrestricted: Balances are not restricted for specific purposes. Governmental funds report fund balances as either spendable or non‐spendable. Spendable fund balances are further classified as restricted, committed, assigned or unassigned depending upon the extent to which there are external or internal constraints on the spending of these fund balances. Non‐spendable fund balance: Amounts that are not in spendable form or that are legally or contractually required to be maintained intact. Items that are not spendable also include inventories, prepaid amounts and long term portions of advances, loans and notes receivable. Spendable fund balance: Restricted fund balance – Amounts that can be spent only for specific purposes through restrictions placed upon them by external resource providers such as creditors, grantors or contributors; or imposed by law through constitutional provisions or enabling legislation. Committed fund balance – Amounts that can be spent only for specific purposes determined by the County’s highest decision making authority, the Board of County Commissioners, via ordinance. Commitments may be modified or removed by the Board of County Commissioners only by amending the ordinance that created the original commitment. Assigned fund balance – Amounts that are intended to be spent for specific purposes as determined by the Board of County Commissioners, but that are neither restricted nor committed to the specific purpose. Unassigned fund balance – Unassigned fund balance is the residual classification for the County’s general fund. Amounts in this classification are spendable but have not been deemed restricted, committed or assigned. Unassigned fund balance may also include negative balances for any governmental fund whose expenditures have exceeded the amounts restricted, committed or assigned for those specific purposes. When both restricted and unrestricted amounts are available, the County spends the restricted amounts first, unless prohibited by law, grant agreements or other contractual arrangement. Further, when committed fund balance is available the County will use it first, followed by assigned fund balance and then unassigned fund balance for purposes in which any of the unrestricted fund balance classifications could be used. 71 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 11 – NET POSITION/FUND BALANCE CLASSIFICATION – CONTINUED A detailed schedule of fund balances at September 30, 2018 is as follows: General Fund Bayshore Gateway Community Redevelopment Agency Immokalee Community Redevelopment Agency Other Governmental Funds Total Governmental Funds Nonspendable: Endowments ‐$ ‐$ ‐$ 1,582,800$ 1,582,800$ Inventory 453,582 ‐ ‐ 882,664 1,336,246 Advances 589,875 ‐ ‐ 5,658,893 6,248,768 Notes 1,567,791 ‐ ‐ ‐ 1,567,791 Prepaid costs 33,215 ‐ ‐ 10,400 43,615 Total nonspendable fund balance 2,644,463 ‐ ‐ 8,134,757 10,779,220 Restricted for: Community redevelopment ‐ 11,597,507 467,479 ‐ 12,064,986 Federal and state grants 306,146 ‐ ‐ 11,115,310 11,421,456 Bond covenants or debt service ‐ ‐ ‐ 9,442,673 9,442,673 Transportation growth related capital ‐ ‐ ‐ 75,356,207 75,356,207 Parks growth related capital expansion ‐ ‐ ‐ 25,680,732 25,680,732 Transportation capital projects ‐ ‐ ‐ 44,885,051 44,885,051 Community development ‐ ‐ ‐ 46,252,281 46,252,281 Transportation operations ‐ ‐ ‐ 2,358,883 2,358,883 Tourist development ‐ ‐ ‐ 70,594,384 70,594,384 Conservation Collier ‐ ‐ ‐ 32,778,883 32,778,883 Emergency 911 ‐ ‐ ‐ 2,972,249 2,972,249 Law Enforcement ‐ ‐ ‐ 7,530,896 7,530,896 Fire services growth related capital ‐ ‐ ‐ 88,065 88,065 Libraries growth related capital ‐ ‐ ‐ 465,683 465,683 Court functions ‐ ‐ ‐ 7,149,464 7,149,464 Public records modernization ‐ ‐ ‐ 4,472,680 4,472,680 Other purposes ‐ ‐ ‐ 1,305,857 1,305,857 Total restricted fund balance 306,146 11,597,507 467,479 342,449,298 354,820,430 Committed for: Special districts ‐ ‐ ‐ 30,446,700 30,446,700 Natural resource management ‐ ‐ ‐ 2,585,063 2,585,063 Utility regulation ‐ ‐ ‐ 1,468,793 1,468,793 Other purposes ‐ ‐ ‐ 292,320 292,320 Total committed fund balance ‐ ‐ ‐ 34,792,876 34,792,876 Assigned for: Parks and recreation ‐ ‐ ‐ 7,424,562 7,424,562 General building & improvements ‐ ‐ ‐ 6,969,783 6,969,783 Water management ‐ ‐ ‐ 4,311,414 4,311,414 Libraries ‐ ‐ ‐ 249,006 249,006 Other purposes 1,736,422 ‐ ‐ 2,174,499 3,910,921 Total assigned fund balance 1,736,422 ‐ ‐ 21,129,264 22,865,686 Unassigned:77,341,766 ‐ ‐ (250,436) 77,091,330 Total Fund Balances 82,028,797$ 11,597,507$ 467,479$ 406,255,759$ 500,349,542$ 72 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 12 – RISK MANAGEMENT The County is exposed to various risks of loss related to tort; theft of, damage to and destruction of assets; errors and omissions; injuries to employees and natural disasters. A self‐insurance internal service fund is maintained by the County to administer insurance activities relating to workers' compensation, health and property and casualty, which covers general, property, auto, public official and crime liabilities. The County self‐insurance program covers operations of the Board and the constitutional officers, except for the Sheriff. Under these programs, the self‐insurance fund provides coverage up to a maximum amount for each claim. The County purchases commercial insurance for claims in excess of coverage provided by the self‐insurance fund and for all other covered risks of loss. Claim Type County’s Coverage Excess Carrier’s Coverage Property and casualty claims $50,000 ‐ $500,000 ($250,000 named storm deductible; 3% deductible of reported values per damaged building; subject to $5,000,000 deductible cap) $50,000 ‐ $75,000,000 Auto liability claims $300,000 $300,001 ‐ $5,000,000 Employee health claims $450,000 $450,001 – Unlimited Workers' compensation claims $500,000 $500,001 – Statutory Settled claims have not exceeded the insurance provided by third party carriers in any of the past three years. All divisions of the County, excluding the Sheriff, participate in this program. Charges to operating departments are based upon amounts believed by management to meet the required annual payouts during the fiscal year and to pay for the estimated operating costs of the programs. For the fiscal year ended September 30, 2018 the operating departments were charged $42,787,528 for workers' compensation, health and property and casualty self‐insurance programs. The claims loss reserve for workers' compensation, health and property and casualty of $9,252,073 reported at September 30, 2018 was calculated by third party actuaries based upon GASB Statement No. 30, Risk Financing Omnibus, which requires that a liability for claims be reported when it is probable that a loss has been incurred and the amount of that loss can be reasonably estimated. The estimated liabilities for unpaid losses related to workers' compensation and property and casualty were discounted at 3.5%. It should be noted that the discount rate is an estimate based on the expected rate of return over extended periods. The estimated liabilities for unpaid losses related to health were not discounted as their turnover period is much shorter. Claims loss reserves of $5,227,260 are recorded as current liabilities. The Sheriff participates in the Statewide Florida Sheriff's Self‐Insurance Fund for its professional liability insurance. The fund is managed by representatives of the participating Sheriff offices and provides professional liability insurance to participating Sheriff agencies. The Florida Sheriff's Self‐Insurance Fund provides liability insurance coverage subject to the following limitations: $5,000,000 for any one incident or occurrence and $10,000,000 for an annual aggregate per member. The Sheriff also participates in the Statewide Florida Sheriff's Self‐Insurance Fund program for workers' compensation coverage. The Florida Sheriff's Association Workers' Compensation Insurance Trust (FSAWIT) is a limited self‐insurance fund providing coverage for the first $500,000 of every claim. Re‐insurance is provided through a third party insurer for all claims exceeding $500,000 up to $20,000,000. Settled claims have not exceeded the insurance provided by third party carriers in any of the past three years. Premiums charged to participating Sheriffs are based upon amounts believed by Fund management to meet the estimated annual payouts during the fiscal year and to pay for the estimated operating costs of the program. All liabilities associated with these self‐insured risks are reported in the basic financial statements of the Statewide Florida Sheriff’s Self‐Insurance Fund. The Sheriff cannot be additionally assessed for claims paid by the program. 73 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 12 – RISK MANAGEMENT – CONTINUED The Sheriff has also established a self‐funded employee health plan. An internal service fund is used to account for the activities of the plan. Excess coverage has been purchased which provides specific claim excess coverage for any one incident exceeding $200,000. Payments to the internal service fund are based on actuarial estimates of amounts needed to pay prior year and current year claims including claims incurred but not yet reported. The claims loss reserve for health of $2,884,000 reported at September 30, 2018 was calculated by third party actuaries based upon GASB Statement No. 30, Risk Financing Omnibus, which requires that a liability for claims be reported when it is probable that a loss has been incurred and the amount of that loss can be reasonably estimated. The entire Sheriff’s health claim loss reserve is recorded as a current liability. CHANGES IN SELF‐INSURANCE CLAIMS PAYABLE Changes in the self‐insurance claims payable for fiscal years 2017 and 2018 were as follows for the County and Sheriff self‐ insurance programs: Property and Group Workers' Casualty Health Compensation Total Balance at September 30, 2016 1,194,177$ 6,111,000$ 596,993$ 7,902,170$ Current year claims incurred and changes in estimates 748,116 52,756,129 1,218,028 54,722,273 Claim payments (753,492) (52,757,129) (629,063) (54,139,684) Balance at September 30, 2017 1,188,801$ 6,110,000$ 1,185,958$ 8,484,759$ Current year claims incurred and changes in estimates 15,322,570 60,597,427 886,853 76,806,850 Claim payments (12,726,286) (59,700,427) (728,823) (73,155,536) Balance at September 30, 2018 3,785,085$ 7,007,000$ 1,343,988$ 12,136,073$ NOTE 13 – OTHER POSTEMPLOYMENT BENEFITS COUNTY’S PLAN DESCRIPTION AND BENEFITS PROVIDED The County provides post employment healthcare benefits for retirees through a single employer defined benefit plan (County’s OPEB Plan) and can amend the benefits provisions. The participants of this plan include retirees of the Board of County Commissioners, the Clerk of the Circuit Court and Comptroller, the Property Appraiser, the Tax Collector and the Supervisor of Elections. The Sheriff also provides post employment healthcare benefits under as separate plan. In accordance with Florida Statute 112.0801, employees who retire and immediately begin receiving benefits from the FRS have the option of paying premiums to continue in the County’s health insurance plan at the same group rate as for active employees. The Board of County Commissioners and the Tax Collector also subsidize the cost of the post employment healthcare for qualifying retirees and each has the authority to amend benefit provisions. The Board of County Commissioners offers a subsidy for its retirees who have at least 60% of eligible accrued sick leave remaining at the time of retirement and have completed 15 years of continuous service with the Board. In addition, the retiree must retire from the Board, be at least 55 years of age or have completed 30 years of service under the Florida Retirement System (FRS) and be eligible to receive an FRS benefit with no break in time. Such employees are eligible to receive a 50% to 100% subsidy toward the cost of coverage under the active plan. A subsidy is currently provided to 20 retirees. The Tax Collector offers a subsidy of 100% the cost of health care for employees with 10 years of service, between the ages of 54 and 64 and who exchange 800 hours of sick leave at retirement for employees hired prior to June 1, 2015. A subsidy is currently provided to 6 retirees. 74 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 13 – OTHER POSTEMPLOYMENT BENEFITS – CONTINUED The County’s OPEB Plan is currently being funded on a pay as you go basis. No trust or agency fund has been established for the plan. The plan does not issue a separate financial report. PARTICIPANT DATA As of September 30, 2018, the following employees were covered by the benefit terms: Inactive employees or beneficiaries currently receiving benefits 69 Active employees 2,285 Total employees 2,354 TOTAL OPEB LIABILITY The County’s total OPEB liability of $8,730,722 was measured as of September 30, 2018 and was determined roll forward from the October 1, 2017 valuation date. The following table shows the changes in the County’s total OPEB liability for the year ended September 30, 2018. Total OPEB Liability Balance, as of October 1, 2017 8,833,096$ Changes: Service cost 491,865 Interest on total OPEB liability 252,345 Changes in assumptions or other inputs (221,309) Benefit payments (625,275) Net changes (102,374) Balance, as of September 30, 2018 8,730,722$ OPEB LIABILITY DISCOUNT RATE SENSITIVITY The following presents the County’s total OPEB liability, as well as what the County’s total OPEB liability would be if it were calculated using a discount rate one percentage point lower or one percentage point higher than the current discount rate: Description 1% Decrease in Discount Rate Current Discount Rate 1% Increase in Discount Rate OPEB Plan Discount Rate 2.25% 3.25% 4.25% Total OPEB Liability 9,348,038$ 8,730,722$ 8,172,221$ OPEB LIABILITY HEALTHCARE TREND RATE SENSITIVITY The following presents the County’s total OPEB liability, as well as what the County’s total OPEB liability would be if it were calculated using a healthcare trend rate one percentage point lower or one percentage point higher than the current healthcare trend rate: Description 1% Decrease in Healthcare Cost Trend Rate Healthcare Cost Trend Rate 1% Increase in Healthcare Cost Trend Rate Healthcare Cost Trend Rate 5.00% 6.00% 7.00% Total OPEB Liability 8,006,125$ 8,730,722$ 9,571,904$ 75 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 13 – OTHER POSTEMPLOYMENT BENEFITS – CONTINUED DEFERRED OUTFLOWS AND INFLOWS OF RESOURCES RELATED TO OPEB For the year ended September 30, 2018, the County’s OPEB expens e was $742,285. In addition, the County reported deferred inflows of resources from the following sources: Description Deferred Outflows of Resources Deferred Inflows of Resources Differences Between Expected and Actual Economic Experience ‐$ 6,333$ Changes in assumptions ‐ 221,309 ‐$ 227,642$ Amounts reported as deferred inflows of resources related to OPEB will be amortized over 4.12 years and will be recognized as follows: Year Ending September 30 Amount 2019 55,641$ 2020 55,641 2021 55,641 2022 54,274 Thereafter 6,445 ACTUARIAL METHODS AND ASSUMPTIONS Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions about the probability of occurrence of events far into the future. Examples include assumptions about future employment, mortality and the healthcare cost trend. Amounts determined regarding the funded status of the plan and the annual required contributions of the employer are subject to continual revision as actual results are compared with past expectations and new estimates are made about the future. Calculations for financial reporting purposes are based on the benefits provided under terms of the plan as understood by the employer and the plan members in effect at the time of each valuation and on the pattern of sharing of costs between the employer and plan members to that point. The projection of benefits for financial reporting purposes does not explicitly incorporate the potential effects of legal or contractual funding limitations on the pattern of cost sharing between the employer and plan members in the future. Actuarial calculations reflect a long‐term perspective. Consistent with that perspective, actuarial methods and assumptions used include techniques that are designed to reduce the effects of short‐ term volatility in actuarial accrued liabilities and the actuarial value of assets. The actuarial methods are: Actuarial cost method Entry Age Actuarial The actuarial assumptions are: Discount rate 3.25% (Based on the 20 year AA municipal bond rate) Healthcare cost trend rate 6% decreasing to 5% in 2021 and thereafter Salary increase 3% New employees None Mortality rates were based on the RP‐2014 Mortality Fully Generational tables using Projection Scale MP‐2018. 76 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 13 – OTHER POSTEMPLOYMENT BENEFITS – CONTINUED Since the most recent valuation, the following changes have been made: The discount rate was changed from 2.8% to 3.25%. The mortality assumption has been updated from RP‐2014 Mortality Fully Generational using Projection Scale MP‐ 2016 to RP 2014 Mortality Fully Generational using Projection Scale MP‐2018 SHERIFF’S PLAN DESCRIPTION AND BENEFITS PROVIDED The Sheriff provides post employment healthcare benefits for retirees through a single employer defined benefit plan (Sheriff’s OPEB Plan) and can amend the benefit provisions. In accordance with Florida Statute 112.0801, employees who retire and immediately begin receiving benefits from the FRS have the option of paying premiums to continue in the Sheriff’s health insurance plan at the same group rate as for active employees. Prior to 2010, the Sheriff subsidized approximately 20% of the cost for both single and family healthcare for its retirees who have 6 years of creditable service with the Sheriff and who receive a monthly retirement benefit from the Florida Retirement System. Approximately 36% of retirees receive the subsidy. The Sheriff’s OPEB Plan is currently being funded on a pay as you go basis. No trust or agency fund has been established for the plan. The plan does not issue a separate financial report. PARTICIPANT DATA As of September 30, 2018, the following employees were covered by the benefit terms: Inactive employees or beneficiaries currently receiving benefits 129 Active employees 1,153 Total employees 1,282 TOTAL OPEB LIABILITY The Sheriff’s total OPEB liability of $19,492,497 was measured as of September 30, 2018 and was determined by an actuarial valuation as of October 1, 2018. The following table shows the changes in the Sheriff’s total OPEB liability for the year ended September 30, 2018. Total OPEB Liability Balance, as of October 1, 2017 18,260,466$ Changes: Service cost 520,082 Interest on total OPEB liability 503,525 Differences between expected and actual experience 2,048,462 Changes in assumptions or other inputs (898,977) Benefit payments (941,061) Net changes 1,232,031 Balance, as of September 30, 2018 19,492,497$ 77 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 13 – OTHER POSTEMPLOYMENT BENEFITS – CONTINUED OPEB LIABILITY DISCOUNT RATE SENSITIVITY The following presents the Sheriff’s total OPEB liability, as well as what the Sheriff’s total OPEB liability would be if it were calculated using a discount rate one percentage point lower or one percentage point higher than the current discount rate: Description 1% Decrease in Discount Rate Current Discount Rate 1% Increase in Discount Rate OPEB Plan Discount Rate 2.25%3.25%4.25% Total OPEB Liability 21,325,122$ 19,492,497$ 17,873,887$ OPEB LIABILITY HEALTHCARE TREND RATE SENSITIVITY The following presents the Sheriff’s total OPEB liability, as well as what the Sheriff’s total OPEB liability would be if it were calculated using a healthcare trend rate one percentage point lower or one percentage point higher than the current healthcare trend rate: Description 1% Decrease in Healthcare Cost Trend Rate Healthcare Cost Trend Rate 1% Increase in Healthcare Cost Trend Rate Healthcare Cost Trend Rate 5.00% 6.00% 7.00% Total OPEB Liability 17,798,126$ 19,492,497$ 21,430,289$ DEFERRED OUTFLOWS AND INFLOWS OF RESOURCES RELATED TO OPEB For the year ended September 30, 2018, the Sheriff’s OPEB expense was $1,012,248. In addition, the Sheriff reported deferred outflows of resources and deferred inflows of resources from the following sources: Description Deferred Outflows of Resources Deferred Inflows of Resources Differences Between Expected and Actual Economic Experience 2,048,462$ 72,247$ Changes in assumptions ‐ 898,977 2,048,462$ 971,224$ Amounts reported as deferred outflows of resources related to OPEB will be amortized over 7.17 years and will be recognized as follows: Year Ending September 30 Amount 2019 148,959$ 2020 148,959 2021 148,959 2022 148,959 2023 148,959 Thereafter 332,443 78 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 13 – OTHER POSTEMPLOYMENT BENEFITS – CONTINUED ACTUARIAL METHODS AND ASSUMPTIONS Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions about the probability of occurrence of events far into the future. Examples include assumptions about future employment, mortality and the healthcare cost trend. Amounts determined regarding the funded status of the plan and the annual required contributions of the employer are subject to continual revision as actual results are compared with past expectations and new estimates are made about the future. Calculations for financial reporting purposes are based on the benefits provided under terms of the plan as understood by the employer and the plan members in effect at the time of each valuation and on the pattern of sharing of costs between the employer and plan members to that point. The projection of benefits for financial reporting purposes does not explicitly incorporate the potential effects of legal or contractual funding limitations on the pattern of cost sharing between the employer and plan members in the future. Actuarial calculations reflect a long‐term perspective. Consistent with that perspective, actuarial methods and assumptions used include techniques that are designed to reduce the effects of short‐ term volatility in actuarial accrued liabilities and the actuarial value of assets. The actuarial methods are: Actuarial cost method Entry Age Actuarial The actuarial assumptions are: Discount rate 3.25% (Based on the 20 year AA municipal bond rate) Healthcare cost trend rate 6% decreasing to 5% in 2021 and thereafter Salary increase None New employees None Mortality rates were based on the RP‐2014 Mortality Fully Generational tables using Projection Scale MP‐2017. Since the most recent valuation, the following changes have been made: The discount rate was changed from 2.75% to 3.25%. The mortality assumption has been updated from RP‐2014 Mortality Fully Generational using Projection Scale MP‐ 2016 to RP 2014 Mortality Fully Generational using Projection Scale MP‐2017 SUMMARY The aggregate amount of total OPEB liability, related deferred outflows of resources and deferred inflows of resources and OPEB expense for the County’s postemployment benefits plans are summarized below: County's Sheriff's OPEB Plan OPEB Plan Total Total OPEB liability 8,730,722$ 19,492,497$ 28,223,219$ Deferred outflows of resources related to OPEB ‐ 2,048,462 2,048,462 Deferred inflows of resources related to OPEB 227,642 971,224 1,198,866 OPEB expense 742,285 1,012,248 1,754,533 79 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 14 – LANDFILL LIABILITY On May 1, 1995, the County entered into a landfill operating agreement with a third party for the privatization of the County's landfill operations. Under the contract, the third party is responsible for the daily operations, capital improvements, closure, postclosure and financial assurance requirements of the active cells within the Naples and Immokalee landfill sites. Collier County is responsible for the postclosure costs relating to portions of the Naples and Immokalee landfill sites. None of the cells that Collier County is responsible for has accepted waste since December 1989. The County is also responsible for staffing and operating the scale house at each site. In accordance with U.S. Environmental Protection Agency rule Solid Waste Disposal and Facility Criteria and GASB Statement No. 18, Accounting for Municipal Solid Waste Landfill Closure and Postclosure Care Costs, a liability has been established representing amounts estimated to be spent on postclosure relating to cells for which Collier County is responsible. The County’s estimated liability in connection with the landfills is included in the proprietary funds statement of net position. The landfill liability will be reassessed on an annual basis, and any increase due to inflation, changes in technology or additional postclosure care requirements will be recorded as a current cost. NOTE 15 – SIGNIFICANT CONTINGENCIES LITIGATION The County is involved as defendant or plaintiff in certain litigation and claims arising in the ordinary course of operations. In the opinion of County legal counsel, the range of potential recoveries or liabilities, other than as disclosed here, will not materially affect the financial position of the County. STATE AND FEDERAL GRANTS Grant monies received and disbursed by the County are for specific purposes and are subject to review by the grantor agencies. Such audits may result in requests for reimbursement due to disallowed expenditures. Based upon prior experience, the County does not believe that such disallowances, if any, would have a material effect on the financial position of the County. ARBITRAGE REBATE In accordance with the Tax Reform Act of 1986, any interest earnings on borrowed construction funds in excess of the interest costs incurred are required to be rebated to the federal government. There was no arbitrage rebate liability as of September 30, 2018. HURRICANE IRMA On September 10, 2017, Category 3 Hurricane Irma made landfall in Collier County. Statewide, an estimated 6.5 million Floridians were ordered to evacuate, mostly those living on barrier islands or in coastal areas, in mobile or sub‐standard homes and in low lying or flood prone areas. Mandatory evacuations were ordered for portions of Collier County. The primary impacts of Hurricane Irma were widespread power outages and debris, coastal flooding and beach erosion. The County has spent approximately $104 million on recovery efforts and has budgeted an additional $34 million in the 2019 fiscal year. In 2018, the County recognized $16.2 million in insurance proceeds and $21.7 million in revenue from the Federal Emergency Management Agency (FEMA). The County continues to expect significant reimbursements from both insurance and FEMA. In September 2018, the County filed a suit against the County’s property insurance carriers and insurance broker to recover costs incurred for debris removal from roadways and medians under the County’s property insurance policy. Claims were originally denied due to the determination that the roadways and medians were not “insurable locations”. The County estimates a favorable ruling will result in insurance reimbursements up to $10,000,000. 80 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 16 – SIGNIFICANT COMMITMENTS Collier County has active construction projects as of September 30, 2018. The projects include road construction, governmental facilities and utilities improvements. At year end, the County’s significant commitments with contractors include the following: Construction Category Commitments Governmental Activities: Other Governmental Funds General Government 824,915$ Physical Environment 3,209,759 Transportation 29,434,438 Culture and Recreation 2,564,317 Business‐type Activities: Water and Sewer Utilities 16,511,882 Other Enterprise Funds Airports 9,397,570 Total 61,942,881$ Encumbrances represent commitments for future expenditures, based on purchase orders or contracts issued, where the goods or services have been ordered but not received. Encumbrance commitments do not include construction contracts, as they are included as contract commitments. Collier County had the following significant encumbrances as of September 30, 2018: Encumbrance Category Commitments Governmental Activities: Other Governmental Funds Public Safety 4,186,310$ Physical Environment 8,217,103 Transportation 3,967,706 Economic Environment 2,738,589 Culture and Recreation 3,732,555 Business‐type Activities: Water and Sewer Utilities 2,234,551 Solid Waste Disposal Landfill 1,404,174 Emergency Medical Services Emergency Medical Services 759,572 Other Enterprise Funds Mass Transit 483,894 Total 27,724,454$ NOTE 17 – SUBSEQUENT EVENTS On October 24, 2018, Collier County issued the Series 2018 Tourist Development Tax Revenue Bonds in the par amount of $62,965,000. The proceeds of the Series 2018 Bonds will be used to pay the cost of the development, acquisition, construction and equipping of a regional tournament caliber amateur sports complex and associated costs of issuance for the bonds. The final maturity of the Series 2018 Bonds is October 1, 2048. The bonds are due in installments of $1,030,000 to $3,605,000 and interest rates at 4.00% to 5.00%. The Series 2018 Tourist Development Tax Revenue Bonds were issued as a competitive public offering, secured by a lien upon and pledge of Tourist Development Tax revenues. 81 COLLIER COUNTY, FLORIDA NOTES TO THE FINANCIAL STATEMENTS SEPTEMBER 30, 2018 NOTE 18 – FUND DEFICITS The following funds had a fund balance deficit at September 30, 2018: Fund Amount 800 MHz ICRP Fund (4,605)$ State Court Administration (63,786) Government Facilities Impact Fees (182,045) Total (250,436)$ The unassigned fund balance deficit in the 800 MHz ICRP Fund is the result of classifying a portion of fund balance related to a pre‐payment of an invoice as nonspendable. The fund balance deficit in State Court Administration is the result of operational costs exceeding revenues. The fund balance deficit in the Government Facilities Impact Fee fund is the result of advances from other funds made during the current fiscal year. These advances were recorded to ensure repayment of monies loaned to fund transfers to debt service funds for scheduled debt service payments. County management anticipates that the deficits in both funds will be covered by future years’ revenue. 82 REQUIRED SUPPLEMENTARY INFORMATION 2018 2017 2016 County's Proportion of the Net Pension Liability 0.804668214% 0.796720676% 0.772938545% County's Proportionate Share of the Net Pension Liability 242,370,237$ 235,664,630$ 195,167,590$ County's Covered Payroll * 225,786,565$ 212,195,163$ 199,870,915$ County's Proportionate Share of the Net Pension Liability (Asset) as a Percentage of Its Covered Payroll 107.34% 111.06%97.65% Plan Fiduciary Net Position as a Percentage of the total Pension Liability 84.26%83.89%84.88% * Covered Payroll consists of pensionable wages calculated as of the respective measurement date, restated for periods 2014 to 2017 pursuant to GASB No. 82, Pension Issues. 2018 2017 2016 Contractually Required Contribution 23,401,059$ 20,299,090$ 20,563,824$ Contributions in Relation to the Contractually Required Contribution (23,401,059) (20,299,090) (20,563,824) Contribution Deficiency (Excess) ‐$ ‐$ ‐$ County's Covered Payroll ‐ Fiscal Year *226,283,207$ 216,521,253$ 206,179,415$ Contributions as a Percentage of Covered Payroll 10.34%9.38%9.97% * Covered Payroll ‐ Fiscal Year consists of pensionable wages calculated for the respective fiscal year, restated for periods 2014 to 2017 pursuant to GASB No. 82, Pension Issues. 2018 2017 2016 County's Proportion of the Net Pension Liability 0.690065185% 0.665383863% 0.645620406% County's Proportionate Share of the Net Pension Liability 73,037,274$ 71,145,914$ 75,244,385$ County's Covered Payroll * 225,786,565$ 212,195,163$ 199,870,915$ County's Proportionate Share of the Net Pension Liability (Asset) as a Percentage of Its Covered Payroll 32.35%33.53%37.65% Plan Fiduciary Net Position as a Percentage of the total Pension Liability 2.15%1.64%0.97% * Covered Payroll consists of pensionable wages calculated as of the respective measurement date pursuant to GASB No.82, Pension Issues. 2018 2017 2016 Contractually Required Contribution 3,750,438$ 3,593,353$ 3,415,537$ Contributions in Relation to the Contractually Required Contribution (3,750,438) (3,593,353) (3,415,537) Contribution Deficiency (Excess)‐$ ‐$ ‐$ County's Covered Payroll ‐ Fiscal Year *226,283,207$ 216,521,253$ 206,179,415$ Contributions as a Percentage of Covered Payroll 1.66%1.66%1.66% * Covered Payroll ‐ Fiscal Year consists of pensionable wages calculated pursuant to GASB No.82, Pension Issues. SCHEDULE OF COUNTY CONTRIBUTIONS RETIREE HEALTH INSURANCE SUBSIDY PROGRAM LAST TEN FISCAL YEARS Note: Information is required to be presented for 10 years. However, until a full 10‐year trend is compiled, the County will present information for only those years for which information is available. REQUIRED SUPPLEMENTARY INFORMATION COLLIER COUNTY, FLORIDA SCHEDULE OF THE COUNTY'S PROPORTIONATE SHARE OF THE NET PENSION LIABILITY FLORIDA RETIREMENT SYSTEM PENSION PLAN LAST TEN FISCAL YEARS SCHEDULE OF COUNTY CONTRIBUTIONS FLORIDA RETIREMENT SYSTEM PENSION PLAN LAST TEN FISCAL YEARS SCHEDULE OF THE COUNTY'S PROPORTIONATE SHARE OF THE NET PENSION LIABILITY RETIREE HEALTH INSURANCE SUBSIDY PROGRAM LAST TEN FISCAL YEARS 84 2015 2014 0.736106708% 0.703655077% 95,078,054$ 42,933,306$ 195,154,275$ 184,577,284$ 48.72%23.26% 92.00%96.09% 2015 2014 17,830,147$ 17,287,796$ (17,830,147) (17,287,796) ‐$ ‐$ 193,543,352$ 185,505,694$ 9.21%9.32% 2015 2014 0.642983194% 0.621385755% 65,574,171$ 58,101,084$ 195,154,275$ 184,577,284$ 33.60%31.48% 0.50%0.99% 2015 2014 2,614,704$ 2,131,155$ (2,614,704) (2,131,155) ‐$ ‐$ 193,543,352$ 185,505,694$ 1.35%1.15% 85 2018 2017 Board of County Commissioners and Constitutional Officers Total OPEB liability Service Cost 491,865$ 464,531$ Interest 252,345 248,849 Changes of benefit terms ‐ ‐ Differences between expected and actual experience ‐ (8,258) Changes of assumptions or other inputs (221,309) ‐ Benefit payments (625,275) (589,882) Net change in total OPEB liability (102,374) 115,240 Total OPEB liability, beginning 8,833,096 8,717,856 Total OPEB liability, ending 8,730,722$ 8,833,096$ Sheriff Total OPEB liability Service Cost 520,082$ 491,420$ Interest 503,525 502,621 Changes of benefit terms ‐ ‐ Differences between expected and actual experience 2,048,462 (83,607) Changes of assumptions or other inputs (898,977) ‐ Benefit payments (941,061) (871,353) Net change in total OPEB liability 1,232,031 39,081 Total OPEB liability, beginning 18,260,466 18,221,385 Total OPEB liability, ending 19,492,497$ 18,260,466$ Note: Information is required to be presented for 10 years. However, until a full 10‐year trend is compiled, the County will present information for only those years for which information is available. REQUIRED SUPPLEMENTARY INFORMATION COLLIER COUNTY, FLORIDA SCHEDULE OF CHANGES IN THE COLLIER COUNTY TOTAL OPEB LIABILITY AND RELATED RATIOS LAST TEN FISCAL YEARS 86 COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS AND OTHER SUPPLEMENTAL INFORMATION THIS PAGE INTENTIONALLY LEFT BLANK Nonmajor Governmental Funds Special Revenue Funds ROAD DISTRICTS – To account for taxes levied and expenditures to carry on all work on roads and bridges in the County except that provided for in capital project funds. UNINCORPORATED AREA MUNICIPAL SERVICES TAXING DISTRICT – To account for revenues derived from and expanded for the benefit of the unincorporated areas of the County. COMMUNITY DEVELOPMENT – To account for building permit and development fees to support licensing, permitting and inspection services. WATER MANAGEMENT AND POLLUTION CONTROL – To account for taxes levied County‐wide to provide water resource management and water pollution control. GRANTS AND SHARED REVENUES – To account for the revenues received from federal, state and local grants. IMPROVEMENT DISTRICTS – To account for taxes levied within municipal service taxing districts to provide for specified improvements and/or the maintenance of such improvements. FIRE CONTROL DISTRICTS – To account for taxes levied within municipal service taxing districts for fire prevention and control. LIGHTING DISTRICTS – To account for taxes levied within municipal service taxing district for street lighting. 911 ENHANCEMENT FEE – To account for fees levied on each telephone access line in the County for the enhancement of the 911 emergency telephone system. TOURIST DEVELOPMENT – To account for the 4% tourist development tax. STATE HOUSING INITIATIVE PARTNERSHIP – To account for state revenues received to provide affordable residential housing for very low to moderate income persons and those who have special housing needs. 800 MHZ INTERGOVERNMENTAL RADIO COMMUNICATIONS PROGRAM FUND – To account for moving traffic violation surcharges received to fund the County’s intergovernmental radio communications program. STATE COURT ADMINISTRATION – To account for County monies used to fund the operation of the court system. CONFISCATED PROPERTY – To account for the accumulation and expenditure of proceeds from the sale of property confiscated by the Sheriff. GAC LAND SALES, ROADS AND CANALS – To account for principal and settlement fees received from a 1977 settlement with GAC Properties, Inc., and interest thereon to be expended for the restoration and maintenance of roads, facilities and drainage improvements in the Golden Gate Estates area. UTILITY FEE – To account for fees to be used to effectively and efficiently regulate private water and wastewater utilities operating within the unincorporated areas of Collier County and the City of Marco Island. CONSERVATION COLLIER – To account for the acquisition and management of environmentally sensitive lands. COURT INFORMATION TECHNOLOGY – To account for the accumulation of resources to enhance and increase access to court information. COURT SERVICES – To account for the accumulation of revenues associated with the function of the local court system. UNIVERSITY EXTENSION – To account for fund accumulation to meet the educational goals of the Collier County UF/IFAS extension. COURT FACILITIES FEE – To account for the accumulation of resources to improve court facilities. AFFORDABLE HOUSING – To account for fees to be used to provide for affordable housing related projects. AVA MARIA INNOVATION ZONE – To account for the accumulation of resources for economic development in accordance with an approved tax increment financing plan. OTHER COURT SPECIAL REVENUE FUNDS – To account for the statutory surcharge on recording documents to be paid to the Clerk of the Circuit Court for modernization. OTHER PUBLIC SAFETY SPECIAL REVENUE FUNDS – To account for the accumulation of resources for the Sheriff’s Inmate Welfare, Federal Equitable Sharing and other statutory revenues paid to the Sheriff to fund various inmate welfare, crime prevention and training programs. OTHER SPECIAL REVENUE FUNDS – To account for the accumulation of resources for the following programs: Miscellaneous Florida Statutes Fee Collections Euclid and Lakeland Assessment Adoption Awareness Legal Aid Society Teen Court Law Enforcement Training Animal Control Domestic Violence Public Library Juvenile Assessment Center Law Library Driver Education Freedom Memorial Crime Prevention County Drug Abuse Permanent Fund RESOURCE RECOVERY PARK ENDOWMENT – To account for the permanent endowment established for the benefit of the County’s land conservation program. Debt Service Funds POOLED COMMERCIAL PAPER PROGRAM – To account for the accumulation of resources and payment of interest and principal on long‐term debt incurred for the acquisition of land for the County’s amateur sports park. GAS TAX REVENUE BONDS – To account for the accumulation of resources and payment of interest and principal on long‐term debt incurred in the refinancing of various outstanding revenue bonds. COMMUNITY REDEVELOPMENT TAXABLE NOTE – To account for the accumulation of resources and payment of interest and principal on taxable long‐term debt incurred for the acquisition of land in the Bayshore/Gateway Community Redevelopment Agency. FOREST LAKES LIMITED GENERAL OBLIGATION BONDS – To account for the accumulation of resources and payment of interest and principal on long‐term debt incurred on the Forest Lakes Limited General Obligation Bonds. SPECIAL OBLIGATION REVENUE BONDS – To account for the accumulation of resources and payment of interest and principal on long‐term debt incurred in the refinancing of various outstanding variable rate commercial paper loans. OTHER DEBT SERVICE – To account for the accumulation of resources and payment of interest and principal on variable rate commercial paper loans and special assessment debt incurred in the Naples Park area. Capital Project Funds COUNTY‐WIDE CAPITAL IMPROVEMENTS – To account for capital projects, designated by the Board of County Commissioners, to be funded by a County‐wide one third mil levy. PARKS IMPROVEMENTS – To account for the expenditure of funds raised specifically for improvements to parks. Projects include land acquisition, design, construction and equipping of certain Community Park sites in the unincorporated areas of the County. Primary funding is ad valorem taxes. COUNTY‐WIDE LIBRARY IMPACT FEES – To account for the receipt and expenditure of library impact fees collected from all qualifying new construction. These impact fees must be used for acquisition of County‐wide library facilities. CORRECTIONAL FACILITIES IMPACT FEES – To account for the receipt and expenditure of correctional facilities impact fees collected from all qualifying new construction. The impact fee must be used for the acquisition/construction of correctional facilities. EMERGENCY MEDICAL SERVICES IMPACT FEES – To account for the receipt and expenditure of emergency medical service impact fees collected from all qualifying new construction. The impact fees must be used for acquisition/construction of emergency service facilities. WATER MANAGEMENT – To account for the receipt and expenditure of funds raised specifically for water management purposes. Primary funding is ad valorem taxes. PARKS IMPACT DISTRICTS – To account for the receipt and expenditure of parks impact fees collected from all qualifying new construction. The impact fees must be used for the acquisition/construction of park facilities. ROAD IMPACT DISTRICTS – To account for the receipt and expenditure of road impact fees collected from all qualifying new construction. The impact fees must be used for the acquisition/construction of roads. ROAD CONSTRUCTION – To account for the receipt and expenditure of gas taxes. Projects include, but are not limited to, right‐of‐way acquisition, design and construction of various transportation improvements. GOVERNMENT FACILITIES IMPACT FEES – To account for the receipt and expenditure of government facilities impact fees collected from qualifying new construction. The impact fees must be used for the acquisition and construction of government facilities. LAW ENFORCEMENT IMPACT FEES – To account for the receipt and expenditure of law enforcement impact fees collected from all qualifying new construction. The impact fees must be used for the acquisition and construction of law enforcement related facilities. ALL TERRAIN VEHICLE PARK – To account for the receipt and expenditure of funds for the creation of an All Terrain Vehicle park. AMATEUR SPORTS COMPLEX – To account for major capital expenditures related to the new Amateur Sports Complex. OTHER CAPITAL PROJECTS – To account for major capital expenditure financed from resources other than proceeds from the issuance of long‐term debt and the one third mil levy. Water Management Grants and Road Unincorporated Community and Pollution Shared Districts Area MSTD Development Control Revenue ASSETS Cash and investments 2,299,247$ 14,460,604$ 50,927,658$ 2,784,751$ 5,472,831$ Cash with fiscal agent ‐ ‐ ‐ ‐ ‐ Receivables: Interest 9,840 43,509 101,391 7,068 8,856 Trade, net 42,043 136,285 1,730 190 48,925 Notes ‐ ‐ ‐ ‐ ‐ Impact Fee ‐ ‐ ‐ ‐ ‐ Special assessments ‐ ‐ ‐ ‐ ‐ Due from other funds 872,580 397,981 ‐ 94,627 1,414,415 Due from other governments 2,919 414,726 104,351 2,338 6,891,572 Deposits ‐ ‐ ‐ ‐ ‐ Inventory for resale ‐ ‐ ‐ ‐ ‐ Inventory 815,174 21,031 ‐ 46,459 ‐ Advances to other funds ‐ 342,829 9,264 ‐ ‐ Prepaid costs ‐ ‐ ‐ ‐ ‐ Total assets 4,041,803$ 15,816,965$ 51,144,394$ 2,935,433$ 13,836,599$ LIABILITIES, DEFERRED INFLOWS OF RESOURCES AND FUND BALANCES Liabilities: Accounts payable 442,039$ 1,079,612$ 531,196$ 208,594$ 5,988,586$ Wages payable 425,575 525,327 652,316 95,317 113,098 Due to other funds ‐ 6,382 ‐ ‐ 1,673,343 Due to other governments 132 3,035 3,637,552 ‐ 2,211 Unearned revenues ‐ 8,189 ‐ ‐ ‐ Refundable deposits ‐ 828 61,785 ‐ ‐ Retainage payable ‐ 13,242 ‐ ‐ 15,254 Advances from other funds ‐ ‐ ‐ ‐ ‐ Total liabilities 867,746 1,636,615 4,882,849 303,911 7,792,492 Deferred inflows of resources: Unavailable revenue ‐ ‐ ‐ ‐ 4,998 Fund balances: Nonspendable 815,174 363,860 9,264 46,459 ‐ Restricted 2,358,883 ‐ 46,252,281 ‐ 6,039,109 Committed ‐ 13,816,490 ‐ 2,585,063 ‐ Assigned ‐ ‐ ‐ ‐ ‐ Unassigned ‐ ‐ ‐ ‐ ‐ Total fund balances 3,174,057 14,180,350 46,261,545 2,631,522 6,039,109 Total liabilities, deferred inflows of resources and fund balances 4,041,803$ 15,816,965$ 51,144,394$ 2,935,433$ 13,836,599$ See accompanying independent auditors' report Special Revenue Funds COLLIER COUNTY, FLORIDA COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS SEPTEMBER 30, 2018 92 State Fire 911 Housing Improvement Control Lighting Enhancement Tourist Initiative 800 MHz State Court Districts Districts Districts Fee Development Partnership ICRP Fund Administration 14,975,311$ 608,097$ 1,768,288$ 2,755,161$ 73,373,495$ 4,930,543$ 108,629$ 126$ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 31,393 1,269 3,910 5,759 151,701 10,791 190 265 133 ‐ ‐ ‐ 985,547 9,603 17,401 11,338 ‐ ‐ ‐ ‐ ‐ 430,284 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 36,572 13,941 11,614 ‐ 250,574 ‐ 32,682 ‐ ‐ ‐ ‐ ‐ 20,481 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 10,400 ‐ 15,043,409$ 623,307$ 1,783,812$ 2,760,920$ 74,781,798$ 5,381,221$ 169,302$ 11,729$ 288,632$ 6,302$ 72,282$ 30,732$ 3,634,571$ 300,541$ 163,507$ 55$ 16,409 ‐ 4,270 14,956 106,119 4,479 ‐ 65,455 1,482 ‐ ‐ 118,776 ‐ ‐ ‐ 10,005 7 ‐ ‐ ‐ 6 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 3,195 ‐ ‐ ‐ 25 ‐ ‐ ‐ 45,839 ‐ ‐ ‐ 522,783 ‐ ‐ ‐ 113,800 268,100 ‐ ‐ ‐ ‐ ‐ ‐ 469,364 274,402 76,552 164,464 4,263,504 305,020 163,507 75,515 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 10,400 ‐ ‐ ‐ ‐ 2,596,456 70,518,294 5,076,201 ‐ ‐ 14,574,045 348,905 1,707,260 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ (4,605) (63,786) 14,574,045 348,905 1,707,260 2,596,456 70,518,294 5,076,201 5,795 (63,786) 15,043,409$ 623,307$ 1,783,812$ 2,760,920$ 74,781,798$ 5,381,221$ 169,302$ 11,729$ Special Revenue Funds 93 GAC Land Court Confiscated Sales, Roads Utility Conservation Information Court Property and Canals Fee Collier Technology Services ASSETS Cash and investments 118,197$ 875,106$ 1,461,450$ 32,639,328$ 1,060,363$ 1,553,666$ Cash with fiscal agent ‐ ‐ ‐ ‐ ‐ ‐ Receivables: Interest 293 1,792 2,818 67,053 2,456 ‐ Trade, net ‐ ‐ 16,503 78 61,846 ‐ Notes ‐ ‐ ‐ ‐ ‐ ‐ Impact Fee ‐ ‐ ‐ ‐ ‐ ‐ Special assessments ‐ ‐ ‐ ‐ ‐ ‐ Due from other funds ‐ ‐ ‐ ‐ ‐ ‐ Due from other governments ‐ ‐ ‐ ‐ ‐ 34,316 Deposits ‐ ‐ ‐ ‐ ‐ ‐ Inventory for resale ‐ 229,733 ‐ ‐ ‐ ‐ Inventory ‐ ‐ ‐ ‐ ‐ ‐ Advances to other funds ‐ ‐ ‐ ‐ ‐ ‐ Prepaid costs ‐ ‐ ‐ ‐ ‐ ‐ Total assets 118,490$ 1,106,631$ 1,480,771$ 32,706,459$ 1,124,665$ 1,587,982$ LIABILITIES, DEFERRED INFLOWS OF RESOURCES AND FUND BALANCES Liabilities: Accounts payable 1,522$ ‐$ 4,473$ 67,292$ 78,808$ 320,765$ Wages payable ‐ ‐ 7,505 11,384 2,084 ‐ Due to other funds 5,231 ‐ ‐ ‐ ‐ ‐ Due to other governments ‐ ‐ ‐ ‐ 14,356 1,267,217 Unearned revenues ‐ ‐ ‐ ‐ ‐ ‐ Refundable deposits ‐ ‐ ‐ ‐ ‐ ‐ Retainage payable ‐ ‐ ‐ ‐ ‐ ‐ Advances from other funds ‐ ‐ ‐ ‐ ‐ ‐ Total liabilities 6,753 ‐ 11,978 78,676 95,248 1,587,982 Deferred inflows of resources: Unavailable revenue ‐ ‐ ‐ ‐ ‐ ‐ Fund balances: Nonspendable ‐ ‐ ‐ ‐ ‐ ‐ Restricted 111,737 1,106,631 ‐ 32,627,783 1,029,417 ‐ Committed ‐ ‐ 1,468,793 ‐ ‐ ‐ Assigned ‐ ‐ ‐ ‐ ‐ ‐ Unassigned ‐ ‐ ‐ ‐ ‐ ‐ Total fund balances 111,737 1,106,631 1,468,793 32,627,783 1,029,417 ‐ Total liabilities, deferred inflows of resources and fund balances 118,490$ 1,106,631$ 1,480,771$ 32,706,459$ 1,124,665$ 1,587,982$ See accompanying independent auditors' report Special Revenue Funds COLLIER COUNTY, FLORIDA COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS SEPTEMBER 30, 2018 94 Other Other Other Total Court Ave Maria Court Special Public Safety Special Special University Facilities Affordable Innovation Revenue Revenue Revenue Revenue Extension Fee Housing Zone Funds Funds Funds Funds 82,056$ 6,091,574$ 175,484$ 139,108$ 4,504,448$ 4,254,353$ 962,029$ 228,381,903$ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 224 12,477 358 237 ‐ 2,917 2,074 468,641 ‐ 58,656 ‐ ‐ 10,937 94,720 20,328 1,516,263 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 430,284 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 141 3,125,127 ‐ ‐ ‐ ‐ ‐ ‐ 40 7,470,743 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 229,733 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 882,664 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 352,093 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 10,400 82,280$ 6,162,707$ 175,842$ 139,345$ 4,515,385$ 4,351,990$ 984,612$ 242,867,851$ 204$ 42,660$ ‐$ ‐$ 42,705$ 26,845$ 15,812$ 13,347,735$ ‐ ‐ ‐ ‐ ‐ 4,208 4,249 2,052,751 ‐ ‐ ‐ 22,867 ‐ 90,710 ‐ 1,928,796 ‐ ‐ ‐ ‐ ‐ ‐ 248 4,924,764 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 8,189 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 65,833 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 597,118 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 381,900 204 42,660 ‐ 22,867 42,705 121,763 20,309 23,307,086 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 4,998 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,245,157 82,076 6,120,047 ‐ ‐ 4,472,680 4,230,227 156,929 182,778,751 ‐ ‐ 175,842 116,478 ‐ ‐ ‐ 34,792,876 ‐ ‐ ‐ ‐ ‐ ‐ 807,374 807,374 ‐ ‐ ‐ ‐ ‐ ‐ ‐ (68,391) 82,076 6,120,047 175,842 116,478 4,472,680 4,230,227 964,303 219,555,767 82,280$ 6,162,707$ 175,842$ 139,345$ 4,515,385$ 4,351,990$ 984,612$ 242,867,851$ Special Revenue Funds 95 Permanent Fund Pooled Resource Commercial Gas Tax Community Forest Lakes Recovery Park Paper Revenue Redevelopment Limited General Endowment Program Bonds Taxable Note Oblibation Bonds ASSETS Cash and investments 1,730,376$ 10,162$ 841,501$ 40,553$ 662,795$ Cash with fiscal agent ‐ ‐ ‐ 316,019 ‐ Receivables: Interest 3,524 1 1,547 20 1,362 Trade, net ‐ ‐ ‐ ‐ ‐ Notes ‐ ‐ ‐ ‐ ‐ Impact Fee ‐ ‐ ‐ ‐ ‐ Special assessments ‐ ‐ ‐ ‐ ‐ Due from other funds ‐ ‐ ‐ ‐ 4,707 Due from other governments ‐ 17,263 181,065 ‐ ‐ Deposits ‐ ‐ ‐ ‐ ‐ Inventory for resale ‐ ‐ ‐ ‐ ‐ Inventory ‐ ‐ ‐ ‐ ‐ Advances to other funds ‐ ‐ ‐ ‐ ‐ Prepaid costs ‐ ‐ ‐ ‐ ‐ Total assets 1,733,900$ 27,426$ 1,024,113$ 356,592$ 668,864$ LIABILITIES, DEFERRED INFLOWS OF RESOURCES AND FUND BALANCES Liabilities: Accounts payable ‐$ ‐$ ‐$ ‐$ ‐$ Wages payable ‐ ‐ ‐ ‐ ‐ Due to other funds ‐ ‐ ‐ ‐ ‐ Due to other governments ‐ ‐ ‐ ‐ ‐ Unearned revenues ‐ ‐ ‐ ‐ ‐ Refundable deposits ‐ ‐ ‐ ‐ ‐ Retainage payable ‐ ‐ ‐ ‐ ‐ Advances from other funds ‐ ‐ ‐ ‐ ‐ Total liabilities ‐ ‐ ‐ ‐ ‐ Deferred inflows of resources: Unavailable revenue ‐ ‐ ‐ ‐ ‐ Fund balances: Nonspendable 1,582,800 ‐ ‐ ‐ ‐ Restricted 151,100 27,426 1,024,113 356,592 668,864 Committed ‐ ‐ ‐ ‐ ‐ Assigned ‐ ‐ ‐ ‐ ‐ Unassigned ‐ ‐ ‐ ‐ ‐ Total fund balances 1,733,900 27,426 1,024,113 356,592 668,864 Total liabilities, deferred inflows of resources and fund balances 1,733,900$ 27,426$ 1,024,113$ 356,592$ 668,864$ See accompanying independent auditors' report Debt Service Funds COLLIER COUNTY, FLORIDA COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS SEPTEMBER 30, 2018 96 Total Emergency Special Other Debt County‐Wide Count‐Wide Correctional Medical Obligation Debt Service Capital Parks Library Facilities Services Revenue Bonds Service Funds Improvements Improvements Impact Fees Impact Fees Impact Fees 65,789$ 13,689$ 1,634,489$ 9,120,119$ 4,522,610$ 379,982$ 105,114$ 2,139,605$ 11,473,990 ‐ 11,790,009 ‐ ‐ ‐ ‐ ‐ 5,068 ‐ 7,998 12,345 8,873 1,789 2,858 4,747 ‐ ‐ ‐ 38,981 34,390 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 209,540 81,245 58,937 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 4,707 ‐ 37,287 409,000 1,370,000 209,000 ‐ ‐ 198,328 12,203 ‐ 6,079 9,354 2,573 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 5,306,800 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 11,544,847$ 13,689$ 13,635,531$ 14,490,448$ 4,603,160$ 1,006,390$ 1,568,571$ 2,414,862$ ‐$ ‐$ ‐$ 1,059,289$ 221,813$ 19,567$ ‐$ 17,332$ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 8,650,000 56 8,650,056 63,471 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,091,105 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 311,600 ‐ 1,962,800 8,650,000 56 8,650,056 2,213,865 221,813 331,167 ‐ 1,980,132 ‐ ‐ ‐ ‐ ‐ 209,540 81,245 58,937 ‐ ‐ ‐ 5,306,800 ‐ ‐ ‐ ‐ 2,894,847 13,633 4,985,475 ‐ ‐ 465,683 1,487,326 375,793 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 6,969,783 4,381,347 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 2,894,847 13,633 4,985,475 12,276,583 4,381,347 465,683 1,487,326 375,793 11,544,847$ 13,689$ 13,635,531$ 14,490,448$ 4,603,160$ 1,006,390$ 1,568,571$ 2,414,862$ Debt Service Funds Capital Project Funds 97 Parks Road Government Water Impact Impact Road Facilities Management Districts Districts Construction Impact Fees ASSETS Cash and investments 10,413,791$ 23,937,305$ 75,604,254$ 49,832,753$ 353,669$ Cash with fiscal agent ‐ ‐ ‐ ‐ ‐ Receivables: Interest 20,902 52,179 147,185 96,335 6,537 Trade, net ‐ ‐ ‐ ‐ ‐ Notes ‐ ‐ ‐ ‐ ‐ Impact Fee ‐ 1,312,800 3,479,544 ‐ 219,543 Special assessments ‐ ‐ ‐ ‐ ‐ Due from other funds 634,794 2,489,000 ‐ 680,110 2,795,000 Due from other governments ‐ 50,468 155,592 1,685,620 16,924 Deposits ‐ 1,250 ‐ ‐ ‐ Inventory for resale ‐ ‐ ‐ ‐ ‐ Inventory ‐ ‐ ‐ ‐ ‐ Advances to other funds ‐ ‐ ‐ ‐ ‐ Prepaid costs ‐ ‐ ‐ ‐ ‐ Total assets 11,069,487$ 27,843,002$ 79,386,575$ 52,294,818$ 3,391,673$ LIABILITIES, DEFERRED INFLOWS OF RESOURCES AND FUND BALANCES Liabilities: Accounts payable 5,307,013$ 417,023$ 397,523$ 2,263,701$ ‐$ Wages payable 3,225 ‐ ‐ 1,534 ‐ Due to other funds 1,266,790 ‐ ‐ ‐ ‐ Due to other governments ‐ ‐ ‐ ‐ ‐ Unearned revenues ‐ ‐ ‐ ‐ ‐ Refundable deposits ‐ ‐ ‐ ‐ ‐ Retainage payable 192,544 432,447 153,301 687,334 ‐ Advances from other funds ‐ ‐ ‐ ‐ 3,354,175 Total liabilities 6,769,572 849,470 550,824 2,952,569 3,354,175 Deferred inflows of resources: Unavailable revenue ‐ 1,312,800 3,479,544 ‐ 219,543 Fund balances: Nonspendable ‐ ‐ ‐ ‐ ‐ Restricted ‐ 25,680,732 75,356,207 49,342,249 ‐ Committed ‐ ‐ ‐ ‐ ‐ Assigned 4,299,915 ‐ ‐ ‐ ‐ Unassigned ‐ ‐ ‐ ‐ (182,045) Total fund balances 4,299,915 25,680,732 75,356,207 49,342,249 (182,045) Total liabilities, deferred inflows of resources and fund balances 11,069,487$ 27,843,002$ 79,386,575$ 52,294,818$ 3,391,673$ See accompanying independent auditors' report Capital Project Funds COLLIER COUNTY, FLORIDA COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS SEPTEMBER 30, 2018 98 Total Total Law All Terrain Amateur Other Capital Nonmajor Enforcement Vehicle Sports Capital Project Governmental Impact Fees Park Complex Projects Funds Funds 1,153,391$ 3,037,036$ 75,878$ 1,788,482$ 182,463,989$ 414,210,757$ ‐ ‐ ‐ ‐ ‐ 11,790,009 2,965 6,179 212 3,552 366,658 846,821 ‐ ‐ ‐ ‐ 73,371 1,589,634 ‐ ‐ ‐ ‐ ‐ 430,284 86,851 ‐ ‐ ‐ 5,448,460 5,448,460 ‐ ‐ ‐ 1,405 1,405 1,405 506,000 ‐ ‐ 3,299 9,133,490 12,263,324 ‐ ‐ ‐ ‐ 1,938,813 9,607,884 ‐ ‐ ‐ ‐ 1,250 1,250 ‐ ‐ ‐ ‐ ‐ 229,733 ‐ ‐ ‐ ‐ ‐ 882,664 ‐ ‐ ‐ ‐ 5,306,800 5,658,893 ‐ ‐ ‐ ‐ ‐ 10,400 1,749,207$ 3,043,215$ 76,090$ 1,796,738$ 204,734,236$ 462,971,518$ 529$ ‐$ ‐$ 68,299$ 9,772,089$ 23,119,824$ ‐ ‐ ‐ ‐ 4,759 2,057,510 ‐ ‐ ‐ ‐ 1,330,261 11,909,113 ‐ ‐ ‐ ‐ ‐ 4,924,764 ‐ ‐ ‐ ‐ ‐ 8,189 ‐ ‐ ‐ ‐ ‐ 65,833 ‐ ‐ ‐ 3,480 2,560,211 3,157,329 ‐ ‐ ‐ 9,264 5,637,839 6,019,739 529 ‐ ‐ 81,043 19,305,159 51,262,301 86,851 ‐ ‐ ‐ 5,448,460 5,453,458 ‐ ‐ ‐ ‐ 5,306,800 8,134,757 1,661,827 ‐ 76,090 88,065 154,533,972 342,449,298 ‐ ‐ ‐ ‐ ‐ 34,792,876 ‐ 3,043,215 ‐ 1,627,630 20,321,890 21,129,264 ‐ ‐ ‐ ‐ (182,045) (250,436) 1,661,827 3,043,215 76,090 1,715,695 179,980,617 406,255,759 1,749,207$ 3,043,215$ 76,090$ 1,796,738$ 204,734,236$ 462,971,518$ Capital Project Funds 99 Water Management Grants and Road Unincorporated Community and Pollution Shared Districts Area MSTD Development Control Revenue Revenues: Taxes ‐$ 45,000,766$ ‐$ 2,362,409$ ‐$ Licenses, permits and impact fees ‐ 35,038 28,497,585 575 ‐ Intergovernmental 1,917,463 34,197 ‐ ‐ 15,933,755 Charges for services 417,932 2,643,359 3,722,674 382,011 4,163 Fines and forfeitures ‐ 264,174 ‐ ‐ ‐ Interest income 43,507 294,211 499,006 47,214 47,740 Special assessments ‐ ‐ ‐ 3,918,172 ‐ Miscellaneous 46,629 291,928 49,984 2,058 273,347 Total revenues 2,425,531 48,563,673 32,769,249 6,712,439 16,259,005 Expenditures: Current: General government ‐ 5,851,899 7,710,441 ‐ 815,953 Public safety ‐ 4,212,139 17,603,497 ‐ 848,793 Physical environment ‐ 1,598,543 1,665,343 3,216,746 5,565,586 Transportation 21,579,878 10,038,429 360,035 2,569,065 39,668 Economic environment ‐ 103,553 ‐ ‐ 4,361,305 Human services ‐ ‐ ‐ ‐ 3,646,095 Culture and recreation ‐ 12,445,470 ‐ ‐ 121,133 Debt service Principal ‐ ‐ ‐ ‐ ‐ Interest ‐ ‐ ‐ ‐ ‐ Fiscal charges ‐ ‐ ‐ ‐ ‐ Capital outlay 444,100 2,721,442 579,265 317,284 4,719,202 Total expenditures 22,023,978 36,971,475 27,918,581 6,103,095 20,117,735 Excess (deficit) of revenues over (under) expenditures (19,598,447) 11,592,198 4,850,668 609,344 (3,858,730) Other financing sources (uses): Loans issued ‐ ‐ ‐ ‐ ‐ Sale of capital assets 11,000 ‐ 7,400 23,150 ‐ Insurance proceeds 388,891 4,585 4,475 2,641 ‐ Payment to refunding escrow ‐ ‐ ‐ ‐ ‐ Transfers in 21,786,900 1,686,674 916,500 94,627 3,763,977 Transfers out (2,733,400) (12,329,604) (536,000) (513,732) ‐ Total other financing sources (uses) 19,453,391 (10,638,345) 392,375 (393,314) 3,763,977 Net change in fund balances (145,056) 953,853 5,243,043 216,030 (94,753) Fund balances at beginning of year 3,319,113 13,226,497 41,018,502 2,415,492 6,133,862 Fund balances at end of year 3,174,057$ 14,180,350$ 46,261,545$ 2,631,522$ 6,039,109$ See accompanying independent auditors' report Special Revenue Funds COLLIER COUNTY, FLORIDA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 100 State Fire 911 Housing Improvement Control Lighting Enhancement Tourist Initiative 800 MHz State Court Districts Districts Districts Fee Development Partnership ICRP Fund Administration 4,067,218$ 1,488,062$ 1,381,199$ ‐$ 27,962,471$ ‐$ ‐$ ‐$ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,749,505 51,540 1,072,746 ‐ ‐ 180,883 5,097 ‐ ‐ 16,033 ‐ 349,869 199,685 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 716,752 164,410 13,033 21,526 30,188 736,116 55,170 1,267 2,355 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 8,080 ‐ 23,255 ‐ 89,311 479,957 144,855 10,322 4,420,591 1,506,192 1,425,980 1,779,693 28,855,471 1,607,873 495,991 929,114 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,106,242 ‐ 2,064,182 ‐ 1,858,454 ‐ ‐ 1,264,126 1,510,904 1,235,786 ‐ ‐ ‐ 7,887,830 ‐ ‐ ‐ 723,702 ‐ 1,091,379 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,722,313 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,001,910 ‐ ‐ ‐ 13,827,928 ‐ ‐ ‐ ‐ 23,890 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 5,812 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 385,327 ‐ ‐ 86,287 6,576,803 2,756 ‐ 3,449 3,346,725 2,093,884 1,091,379 1,944,741 28,292,561 1,725,069 1,264,126 2,620,595 1,073,866 (587,692) 334,601 (165,048) 562,910 (117,196) (768,135) (1,691,481) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 12,879 ‐ 4,253 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 585,673 579,041 11,614 ‐ 649,507 ‐ 712,600 1,555,200 (600,059) (58,721) (34,980) ‐ (1,002,012) (31,572) ‐ (86,000) (1,507) 520,320 (19,113) ‐ (352,505) (31,572) 712,600 1,469,200 1,072,359 (67,372) 315,488 (165,048) 210,405 (148,768) (55,535) (222,281) 13,501,686 416,277 1,391,772 2,761,504 70,307,889 5,224,969 61,330 158,495 14,574,045$ 348,905$ 1,707,260$ 2,596,456$ 70,518,294$ 5,076,201$ 5,795$ (63,786)$ Special Revenue Funds 101 GAC Land Court Confiscated Sales, Roads Utility Conservation Information Court Property and Canals Fee Collier Technology Services Revenues: Taxes ‐$ ‐$ 137,478$ 1,824$ ‐$ ‐$ Licenses, permits and impact fees ‐ ‐ ‐ ‐ ‐ ‐ Intergovernmental ‐ ‐ ‐ ‐ ‐ 402,809 Charges for services ‐ ‐ 100,000 72 886,824 6,827,098 Fines and forfeitures 4,678 ‐ ‐ ‐ ‐ ‐ Interest income 1,847 9,356 14,908 351,789 11,999 44,246 Special assessments ‐ ‐ ‐ ‐ ‐ ‐ Miscellaneous ‐ ‐ ‐ 256,623 ‐ ‐ Total revenues 6,525 9,356 252,386 610,308 898,823 7,274,153 Expenditures: Current: General government ‐ ‐ ‐ ‐ 778,446 7,290,573 Public safety 29,000 ‐ ‐ ‐ 10,807 ‐ Physical environment ‐ ‐ 266,184 689,221 ‐ ‐ Transportation ‐ ‐ ‐ ‐ ‐ ‐ Economic environment ‐ ‐ ‐ ‐ ‐ ‐ Human services ‐ ‐ ‐ ‐ 24,419 ‐ Culture and recreation ‐ ‐ ‐ ‐ ‐ ‐ Debt service Principal ‐ ‐ ‐ ‐ ‐ ‐ Interest ‐ ‐ ‐ ‐ ‐ ‐ Fiscal charges ‐ ‐ ‐ ‐ ‐ ‐ Capital outlay ‐ ‐ ‐ 119,024 46,684 ‐ Total expenditures 29,000 ‐ 266,184 808,245 860,356 7,290,573 Excess (deficit) of revenues over (under) expenditures (22,475) 9,356 (13,798) (197,937) 38,467 (16,420) Other financing sources (uses): Loans issued ‐ ‐ ‐ ‐ ‐ ‐ Sale of capital assets ‐ ‐ ‐ 2,200 ‐ ‐ Insurance proceeds ‐ ‐ ‐ 240 ‐ ‐ Payment to refunding escrow ‐ ‐ ‐ ‐ ‐ ‐ Transfers in ‐ ‐ ‐ ‐ ‐ ‐ Transfers out (43,841) ‐ ‐ (9,982) (36,300) ‐ Total other financing sources (uses) (43,841) ‐ ‐ (7,542) (36,300) ‐ Net change in fund balances (66,316) 9,356 (13,798) (205,479) 2,167 (16,420) Fund balances at beginning of year 178,053 1,097,275 1,482,591 32,833,262 1,027,250 16,420 Fund balances at end of year 111,737$ 1,106,631$ 1,468,793$ 32,627,783$ 1,029,417$ ‐$ See accompanying independent auditors' report COLLIER COUNTY, FLORIDA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 Special Revenue Funds 102 Other Other Other Total Court Ave Maria Court Special Public Safety Special Special University Facilities Affordable Innovation Revenue Revenue Revenue Revenue Extension Fee Housing Zone Funds Funds Funds Funds ‐$ ‐$ ‐$ ‐$ ‐$ ‐$ ‐$ 82,401,427$ ‐ ‐ ‐ ‐ ‐ ‐ 76,510 28,609,708 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 21,162,015 6,455 ‐ 16,332 ‐ 1,140,307 868,201 275,131 18,042,126 ‐ 827,051 ‐ ‐ ‐ 74,248 47,242 1,934,145 1,243 64,744 1,782 1,195 39,332 16,282 11,594 2,526,060 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 3,918,172 ‐ ‐ ‐ ‐ ‐ 5,928 166,574 1,848,851 7,698 891,795 18,114 1,195 1,179,639 964,659 577,051 160,442,504 ‐ 368,417 ‐ ‐ 982,364 ‐ 193,290 25,097,625 ‐ ‐ ‐ ‐ ‐ 1,040,869 111,000 30,553,771 49,700 ‐ ‐ ‐ ‐ ‐ ‐ 22,174,939 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 36,402,156 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 6,187,171 ‐ ‐ ‐ ‐ ‐ ‐ 289,546 3,960,060 ‐ ‐ ‐ ‐ ‐ ‐ 96,506 27,492,947 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 23,890 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 5,812 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 216,317 ‐ ‐ ‐ 12,018 83,539 16,313,497 49,700 584,734 ‐ ‐ 982,364 1,052,887 773,881 168,211,868 (42,002) 307,061 18,114 1,195 197,275 (88,228) (196,830) (7,769,364) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 43,750 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 417,964 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 83,900 ‐ 250,000 197,000 32,873,213 ‐ ‐ ‐ ‐ ‐ (92,048) ‐ (18,108,251) ‐ ‐ ‐ 83,900 ‐ 157,952 197,000 15,226,676 (42,002) 307,061 18,114 85,095 197,275 69,724 170 7,457,312 124,078 5,812,986 157,728 31,383 4,275,405 4,160,503 964,133 212,098,455 82,076$ 6,120,047$ 175,842$ 116,478$ 4,472,680$ 4,230,227$ 964,303$ 219,555,767$ Special Revenue Funds 103 Permanent Fund Pooled Resource Commercial Gas Tax Community Forest Lakes Recovery Park Paper Revenue Redevelopment Limited General Endowment Program Bonds Taxable Note Oblibation Bonds Revenues: Taxes ‐$ ‐$ ‐$ ‐$ 487,602$ Licenses, permits and impact fees ‐ ‐ ‐ ‐ ‐ Intergovernmental ‐ ‐ 2,017,122 ‐ ‐ Charges for services ‐ ‐ ‐ ‐ ‐ Fines and forfeitures ‐ ‐ ‐ ‐ ‐ Interest income 18,415 1 16,002 935 7,664 Special assessments ‐ ‐ ‐ ‐ ‐ Miscellaneous 250 ‐ ‐ ‐ ‐ Total revenues 18,665 1 2,033,124 935 495,266 Expenditures: Current: General government ‐ ‐ ‐ ‐ ‐ Public safety ‐ ‐ ‐ ‐ ‐ Physical environment 9,909 ‐ ‐ ‐ ‐ Transportation ‐ ‐ ‐ ‐ ‐ Economic environment ‐ ‐ ‐ ‐ ‐ Human services ‐ ‐ ‐ ‐ ‐ Culture and recreation ‐ ‐ ‐ ‐ ‐ Debt service Principal ‐ 100,000 10,510,000 456,891 460,000 Interest ‐ 133,296 2,737,194 173,160 95,475 Fiscal charges ‐ 24,000 1,647 ‐ 2,875 Capital outlay ‐ ‐ ‐ ‐ ‐ Total expenditures 9,909 257,296 13,248,841 630,051 558,350 Excess (deficit) of revenues over (under) expenditures 8,756 (257,295) (11,215,717) (629,116) (63,084) Other financing sources (uses): Loans issued ‐ 41,721 ‐ ‐ ‐ Sale of capital assets ‐ ‐ ‐ ‐ ‐ Insurance proceeds ‐ ‐ ‐ ‐ ‐ Payment to refunding escrow ‐ ‐ ‐ ‐ ‐ Transfers in ‐ 243,000 11,271,000 631,000 4,707 Transfers out ‐ ‐ ‐ ‐ (15,084) Total other financing sources (uses) ‐ 284,721 11,271,000 631,000 (10,377) Net change in fund balances 8,756 27,426 55,283 1,884 (73,461) Fund balances at beginning of year 1,725,144 ‐ 968,830 354,708 742,325 Fund balances at end of year 1,733,900$ 27,426$ 1,024,113$ 356,592$ 668,864$ See accompanying independent auditors' report COLLIER COUNTY, FLORIDA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 Debt Service Funds 104 Total Emergency Special Other Debt County‐Wide Count‐Wide Correctional Medical Obligation Debt Service Capital Parks Library Facilities Services Revenue Bonds Service Funds Improvements Improvements Impact Fees Impact Fees Impact Fees ‐$ 179$ 487,781$ ‐$ ‐$ ‐$ ‐$ ‐$ ‐ ‐ ‐ ‐ 603,390 1,053,844 1,807,511 464,357 ‐ ‐ 2,017,122 897 2,084 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 21,927 30 46,559 65,964 47,003 10,980 11,034 20,556 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 21,927 209 2,551,462 66,861 652,477 1,064,824 1,818,545 484,913 ‐ ‐ ‐ 9,736,798 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 453,111 ‐ ‐ 35,762 16,874 ‐ ‐ ‐ 131,067 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 223,751 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 44,480 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 341 2,778,479 ‐ ‐ ‐ 10,258,000 ‐ 21,784,891 ‐ ‐ ‐ ‐ ‐ 7,011,903 ‐ 10,151,028 ‐ ‐ ‐ ‐ ‐ 99,018 ‐ 127,540 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 4,238,203 2,146,753 417,290 ‐ 122,618 17,368,921 ‐ 32,063,459 14,827,751 4,925,232 417,290 35,762 139,492 (17,346,994) 209 (29,511,997) (14,760,890) (4,272,755) 647,534 1,782,783 345,421 43,713,000 ‐ 43,754,721 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 69,000 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 588,893 1,167,274 ‐ ‐ ‐ (44,525,435) ‐ (44,525,435) ‐ ‐ ‐ ‐ ‐ 18,047,800 ‐ 30,197,507 16,952,315 2,642,787 ‐ ‐ ‐ ‐ (12,339) (27,423) (967,363) (11,671) (1,158,900) (1,858,500) (448,400) 17,235,365 (12,339) 29,399,370 16,642,845 3,798,390 (1,158,900) (1,858,500) (448,400) (111,629) (12,130) (112,627) 1,881,955 (474,365) (511,366) (75,717) (102,979) 3,006,476 25,763 5,098,102 10,394,628 4,855,712 977,049 1,563,043 478,772 2,894,847$ 13,633$ 4,985,475$ 12,276,583$ 4,381,347$ 465,683$ 1,487,326$ 375,793$ Debt Service Funds Capital Project Funds 105 Parks Road Government Water Impact Impact Road Facilities Management Districts Districts Construction Impact Fees Revenues: Taxes ‐$ ‐$ ‐$ 16,139,631$ ‐$ Licenses, permits and impact fees ‐ 10,819,875 26,579,266 ‐ 3,097,079 Intergovernmental 29,842 ‐ ‐ 4,591,815 ‐ Charges for services ‐ ‐ ‐ 12,406 ‐ Fines and forfeitures ‐ ‐ ‐ ‐ ‐ Interest income 124,909 269,926 695,175 502,781 33,286 Special assessments 716,515 ‐ ‐ ‐ ‐ Miscellaneous 20,022 ‐ 92,179 542,007 ‐ Total revenues 891,288 11,089,801 27,366,620 21,788,640 3,130,365 Expenditures: Current: General government ‐ ‐ ‐ ‐ ‐ Public safety ‐ ‐ ‐ ‐ ‐ Physical environment 8,847,380 ‐ ‐ ‐ ‐ Transportation ‐ ‐ 384,899 8,550,165 ‐ Economic environment ‐ ‐ ‐ ‐ ‐ Human services ‐ ‐ ‐ ‐ ‐ Culture and recreation ‐ 231,093 ‐ ‐ ‐ Debt service Principal ‐ ‐ ‐ ‐ ‐ Interest ‐ ‐ ‐ ‐ ‐ Fiscal charges ‐ ‐ ‐ ‐ ‐ Capital outlay 4,661,666 7,944,820 4,987,650 13,330,409 ‐ Total expenditures 13,509,046 8,175,913 5,372,549 21,880,574 ‐ Excess (deficit) of revenues over (under) expenditures (12,617,758) 2,913,888 21,994,071 (91,934) 3,130,365 Other financing sources (uses): Loans issued ‐ ‐ ‐ ‐ ‐ Sale of capital assets ‐ ‐ ‐ ‐ ‐ Insurance proceeds 158,063 ‐ ‐ 1,217,934 ‐ Payment to refunding escrow ‐ ‐ ‐ ‐ ‐ Transfers in 5,943,107 ‐ ‐ 12,150,400 ‐ Transfers out (2,276,921) (2,939,600) (440,316) (11,349,135) (5,705,200) Total other financing sources (uses) 3,824,249 (2,939,600) (440,316) 2,019,199 (5,705,200) Net change in fund balances (8,793,509) (25,712) 21,553,755 1,927,265 (2,574,835) Fund balances at beginning of year 13,093,424 25,706,444 53,802,452 47,414,984 2,392,790 Fund balances at end of year 4,299,915$ 25,680,732$ 75,356,207$ 49,342,249$ (182,045)$ See accompanying independent auditors' report Capital Project Funds COLLIER COUNTY, FLORIDA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 106 Total Total Law All Terrain Other Capital Nonmajor Enforcement Vehicle Amateur Capital Project Governmental Impact Fees Park Sports Park Projects Funds Funds ‐$ ‐$ ‐$ ‐$ 16,139,631$ 99,028,839$ 1,842,830 ‐ ‐ 8,490 46,276,642 74,886,350 ‐ ‐ ‐ ‐ 4,624,638 27,803,775 ‐ ‐ ‐ ‐ 12,406 18,054,532 ‐ ‐ ‐ ‐ ‐ 1,934,145 16,980 32,211 1,455 18,556 1,850,816 4,441,850 ‐ ‐ ‐ 154,739 871,254 4,789,426 ‐ ‐ ‐ 28 654,236 2,503,337 1,859,810 32,211 1,455 181,813 70,429,623 233,442,254 ‐ ‐ ‐ 9,264 9,746,062 34,843,687 6,699 ‐ ‐ 8,624 521,070 31,074,841 ‐ ‐ ‐ 146,756 9,125,203 31,310,051 ‐ ‐ ‐ ‐ 9,158,815 45,560,971 ‐ ‐ ‐ ‐ ‐ 6,187,171 ‐ ‐ ‐ ‐ 44,480 4,004,540 ‐ 1,950 290,169 303,168 3,605,200 31,098,147 ‐ ‐ ‐ ‐ ‐ 21,808,781 ‐ ‐ ‐ ‐ ‐ 10,156,840 ‐ ‐ ‐ ‐ ‐ 127,540 ‐ ‐ 12,030,275 165,818 50,045,502 66,358,999 6,699 1,950 12,320,444 633,630 82,246,332 282,531,568 1,853,111 30,261 (12,318,989) (451,817) (11,816,709) (49,089,314) ‐ ‐ 11,958,279 ‐ 11,958,279 55,713,000 ‐ ‐ ‐ ‐ 69,000 112,750 ‐ ‐ ‐ 2,040 3,134,204 3,552,168 ‐ ‐ ‐ ‐ ‐ (44,525,435) ‐ ‐ 436,800 509,699 38,635,108 101,705,828 (1,873,700) ‐ ‐ (47,356) (29,077,062) (47,212,736) (1,873,700) ‐ 12,395,079 464,383 24,719,529 69,345,575 (20,589) 30,261 76,090 12,566 12,902,820 20,256,261 1,682,416 3,012,954 ‐ 1,703,129 167,077,797 385,999,498 1,661,827$ 3,043,215$ 76,090$ 1,715,695$ 179,980,617$ 406,255,759$ Capital Project Funds 107 Budget Actual Variance Budget Actual Variance Revenues: Taxes ‐$ ‐$ ‐$ 46,844,300$ 45,000,766$ (1,843,534)$ Licenses, permits and impact fees ‐ ‐ ‐ 37,000 35,038 (1,962) Intergovernmental 1,841,000 1,917,463 76,463 948,521 34,197 (914,324) Charges for services 281,300 417,932 136,632 3,374,600 2,643,359 (731,241) Fines and forfeitures ‐ ‐ ‐ 339,000 264,174 (74,826) Interest income 15,000 55,146 40,146 122,000 380,802 258,802 Special assessments ‐ ‐ ‐ ‐ ‐ ‐ Miscellaneous 35,100 46,629 11,529 202,100 291,928 89,828 Total revenues 2,172,400 2,437,170 264,770 51,867,521 48,650,264 (3,217,257) Expenditures: Current: General government ‐ ‐ ‐ 7,201,801 5,839,658 1,362,143 Public safety ‐ ‐ ‐ 4,724,223 4,212,139 512,084 Physical environment ‐ ‐ ‐ 1,854,596 1,598,543 256,053 Transportation 23,244,263 21,579,878 1,664,385 11,206,829 10,007,194 1,199,635 Economic environment ‐ ‐ ‐ 105,600 103,553 2,047 Human services ‐ ‐ ‐ ‐ ‐ ‐ Culture and recreation ‐ ‐ ‐ 13,396,599 12,445,470 951,129 Debt service ‐ ‐ ‐ ‐ ‐ ‐ Capital outlay 515,653 444,100 71,553 7,039,149 2,721,442 4,317,707 Total expenditures 23,759,916 22,023,978 1,735,938 45,528,797 36,927,999 8,600,798 Excess (deficit) of revenues over (under) expenditures (21,587,516) (19,586,808) 2,000,708 6,338,724 11,722,265 5,383,541 Other financing sources (uses): Loans issued ‐ ‐ ‐ ‐ ‐ ‐ Sale of capital assets ‐ 11,000 11,000 ‐ ‐ ‐ Insurance proceeds 362,800 388,891 26,091 30,000 4,585 (25,415) Payment to refunding bond escrow ‐ ‐ ‐ ‐ ‐ ‐ Transfers in 21,786,900 21,786,900 ‐ 5,406,300 5,557,774 151,474 Transfers out (2,733,400) (2,733,400) ‐ (17,836,167) (15,700,704) 2,135,463 Total other financing sources (uses) 19,416,300 19,453,391 37,091 (12,399,867) (10,138,345) 2,261,522 Net change in fund balances (2,171,216) (133,417) 2,037,799 (6,061,143) 1,583,920 7,645,063 Fund balances at beginning of year 2,184,316 2,184,316 ‐ 11,576,117 11,576,117 ‐ Fund balances at end of year 13,100$ 2,050,899$ 2,037,799$ 5,514,974$ 13,160,037$ 7,645,063$ Reconciliation: Net change in fund balance, budgetary basis (133,417)$ 1,583,920$ Change in fair value of investments (11,639) (86,591) Ad valorem refunds not budgeted ‐ (12,241) Change in inventory ‐ (31,235) Advances budgeted as transfers ‐ (500,000) Unbudgeted funds ‐ ‐ Net change in fund balance, GAAP basis (145,056)$ 953,853$ See accompanying independent auditors' report COLLIER COUNTY, FLORIDA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) NONMAJOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 (Budgetary Basis) Unincorporated Area MSTD (Budgetary Basis) Road Disctricts 108 Budget Actual Variance Budget Actual Variance ‐$ ‐$ ‐$ 2,449,400$ 2,362,409$ (86,991)$ 20,990,100 28,497,585 7,507,485 600 575 (25) ‐ ‐ ‐ ‐ ‐ ‐ 3,399,800 3,722,674 322,874 403,300 382,011 (21,289) ‐ ‐ ‐ ‐ ‐ ‐ 198,800 641,019 442,219 17,000 61,046 44,046 ‐ ‐ ‐ 4,067,300 3,918,172 (149,128) 50,100 49,984 (116) ‐ 2,058 2,058 24,638,800 32,911,262 8,272,462 6,937,600 6,726,271 (211,329) 8,733,506 7,710,441 1,023,065 ‐ ‐ ‐ 24,934,362 17,603,497 7,330,865 ‐ ‐ ‐ 1,702,500 1,665,343 37,157 3,663,513 3,216,641 446,872 378,500 360,035 18,465 2,956,712 2,569,065 387,647 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 2,234,680 579,265 1,655,415 326,175 317,284 8,891 37,983,548 27,918,581 10,064,967 6,946,400 6,102,990 843,410 (13,344,748) 4,992,681 18,337,429 (8,800) 623,281 632,081 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 7,400 7,400 ‐ 23,150 23,150 ‐ 4,475 4,475 ‐ 2,641 2,641 ‐ ‐ ‐ ‐ ‐ ‐ 1,031,500 1,031,500 ‐ ‐ 94,627 94,627 (9,697,331) (660,264) 9,037,067 (574,400) (513,732) 60,668 (8,665,831) 383,111 9,048,942 (574,400) (393,314) 181,086 (22,010,579) 5,375,792 27,386,371 (583,200) 229,967 813,167 39,372,248 39,372,248 ‐ 2,015,300 2,015,300 ‐ 17,361,669$ 44,748,040$ 27,386,371$ 1,432,100$ 2,245,267$ 813,167$ 5,375,792$ 229,967$ ‐ (13,832) ‐ (105) ‐ ‐ ‐ ‐ ‐ ‐ 5,375,792$ 216,030$ Community Development Water Management and Pollution Control (Budgetary Basis)(Budgetary Basis) 109 Budget Actual Variance Budget Actual Variance Revenues: Taxes ‐$ ‐$ ‐$ 4,211,000$ 4,067,218$ (143,782)$ Licenses, permits and impact fees ‐ ‐ ‐ ‐ ‐ ‐ Intergovernmental 41,123,739 14,924,511 (26,199,228) 100,000 ‐ (100,000) Charges for services 78,509 4,163 (74,346) 243,500 180,883 (62,617) Fines and forfeitures ‐ ‐ ‐ ‐ ‐ ‐ Interest income 30,135 60,910 30,775 65,200 211,317 146,117 Special assessments ‐ ‐ ‐ ‐ ‐ ‐ Miscellaneous 202,035 273,347 71,312 ‐ 8,080 8,080 Total revenues 41,434,418 15,262,931 (26,171,487) 4,619,700 4,467,498 (152,202) Expenditures: Current: General government 2,442,494 768,048 1,674,446 ‐ ‐ ‐ Public safety 2,326,292 287,522 2,038,770 ‐ ‐ ‐ Physical environment 10,523,434 5,565,586 4,957,848 4,264,237 1,235,741 3,028,496 Transportation 825,921 39,668 786,253 2,014,331 723,476 1,290,855 Economic environment 11,313,097 4,361,305 6,951,792 ‐ ‐ ‐ Human services 6,707,236 3,646,095 3,061,141 ‐ ‐ ‐ Culture and recreation 913,075 121,133 791,942 1,170,856 1,001,772 169,084 Debt service ‐ ‐ ‐ ‐ ‐ ‐ Capital outlay 15,525,958 4,526,292 10,999,666 8,165,013 385,327 7,779,686 Total expenditures 50,577,507 19,315,649 31,261,858 15,614,437 3,346,316 12,268,121 Excess (deficit) of revenues over (under) expenditures (9,143,089) (4,052,718) 5,090,371 (10,994,737) 1,121,182 12,115,919 Other financing sources (uses): Loans issued ‐ ‐ ‐ ‐ ‐ ‐ Sale of capital assets ‐ ‐ ‐ ‐ ‐ ‐ Insurance proceeds ‐ ‐ ‐ ‐ 12,879 12,879 Payment to refunding bond escrow ‐ ‐ ‐ ‐ ‐ ‐ Transfers in 7,133,826 3,845,628 (3,288,198) 549,100 585,673 36,573 Transfers out (165,206) (86,330) 78,876 (643,600) (600,059) 43,541 Total other financing sources (uses) 6,968,620 3,759,298 (3,209,322) (94,500) (1,507) 92,993 Net change in fund balances (2,174,469) (293,420) 1,881,049 (11,089,237) 1,119,675 12,208,912 Fund balances at beginning of year 4,340,895 4,340,895 ‐ 12,615,237 12,615,237 ‐ Fund balances at end of year 2,166,426$ 4,047,475$ 1,881,049$ 1,526,000$ 13,734,912$ 12,208,912$ Reconciliation: Net change in fund balance, budgetary basis (293,420)$ 1,119,675$ Change in fair value of investments (14,092) (46,907) Ad valorem refunds not budgeted ‐ (409) Change in inventory ‐ ‐ Advances budgeted as transfers ‐ ‐ Unbudgeted funds 212,759 ‐ Net change in fund balance, GAAP basis (94,753)$ 1,072,359$ See accompanying independent auditors' report COLLIER COUNTY, FLORIDA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) NONMAJOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 Grants and Shared Revenues Improvement Districts (Budgetary Basis)(Budgetary Basis) 110 Budget Actual Variance Budget Actual Variance 1,538,300$ 1,488,062$ (50,238)$ 1,430,700$ 1,381,199$ (49,501)$ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 5,097 5,097 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,000 15,246 14,246 2,500 27,702 25,202 ‐ ‐ ‐ ‐ ‐ ‐ 1,200 ‐ (1,200) ‐ 23,255 23,255 1,540,500 1,508,405 (32,095) 1,433,200 1,432,156 (1,044) ‐ ‐ ‐ ‐ ‐ ‐ 2,447,142 2,063,678 383,464 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,427,900 1,091,361 336,539 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 29,702 (29,702) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 2,447,142 2,093,380 353,762 1,427,900 1,091,361 336,539 (906,642) (584,975) 321,667 5,300 340,795 335,495 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 4,253 4,253 ‐ ‐ ‐ ‐ ‐ ‐ 577,800 579,041 1,241 ‐ 11,614 11,614 (211,658) (206,621) 5,037 (1,056,600) (34,980) 1,021,620 366,142 372,420 6,278 (1,056,600) (19,113) 1,037,487 (540,500) (212,555) 327,945 (1,051,300) 321,682 1,372,982 ‐ ‐ ‐ 1,365,100 1,365,100 ‐ (540,500)$ (212,555)$ 327,945$ 313,800$ 1,686,782$ 1,372,982$ (212,555)$ 321,682$ (2,213) (6,176) (504) (18) ‐ ‐ 147,900 ‐ ‐ ‐ (67,372)$ 315,488$ Fire Control Districts Lighting Districts (Budgetary Basis)(Budgetary Basis) 111 Budget Actual Variance Budget Actual Variance Revenues: Taxes ‐$ ‐$ ‐$ 27,650,000$ 27,962,471$ 312,471$ Licenses, permits and impact fees ‐ ‐ ‐ ‐ ‐ ‐ Intergovernmental 1,700,000 1,749,505 49,505 300,000 51,540 (248,460) Charges for services ‐ ‐ ‐ 20,500 16,033 (4,467) Fines and forfeitures ‐ ‐ ‐ ‐ ‐ ‐ Interest income 19,500 38,850 19,350 469,100 942,191 473,091 Special assessments ‐ ‐ ‐ ‐ ‐ ‐ Miscellaneous ‐ ‐ ‐ 30,000 89,311 59,311 Total revenues 1,719,500 1,788,355 68,855 28,469,600 29,061,546 591,946 Expenditures: Current: General government ‐ ‐ ‐ ‐ ‐ ‐ Public safety 2,511,100 1,858,454 652,646 ‐ ‐ ‐ Physical environment ‐ ‐ ‐ 7,926,375 7,887,830 38,545 Transportation ‐ ‐ ‐ ‐ ‐ ‐ Economic environment ‐ ‐ ‐ ‐ ‐ ‐ Human services ‐ ‐ ‐ ‐ ‐ ‐ Culture and recreation ‐ ‐ ‐ 18,064,140 13,827,928 4,236,212 Debt service ‐ ‐ ‐ ‐ ‐ ‐ Capital outlay 97,500 86,287 11,213 19,230,326 6,576,803 12,653,523 Total expenditures 2,608,600 1,944,741 663,859 45,220,841 28,292,561 16,928,280 Excess (deficit) of revenues over (under) expenditures (889,100) (156,386) 732,714 (16,751,241) 768,985 17,520,226 Other financing sources (uses): Loans issued ‐ ‐ ‐ ‐ ‐ ‐ Sale of capital assets ‐ ‐ ‐ ‐ ‐ ‐ Insurance proceeds ‐ ‐ ‐ ‐ ‐ ‐ Payment to refunding bond escrow ‐ ‐ ‐ ‐ ‐ ‐ Transfers in ‐ ‐ ‐ 7,487,700 7,768,633 280,933 Transfers out ‐ ‐ ‐ (7,928,482) (8,121,138) (192,656) Total other financing sources (uses) ‐ ‐ ‐ (440,782) (352,505) 88,277 Net change in fund balances (889,100) (156,386) 732,714 (17,192,023) 416,480 17,608,503 Fund balances at beginning of year 2,894,900 2,894,900 ‐ 60,467,020 60,467,020 ‐ Fund balances at end of year 2,005,800$ 2,738,514$ 732,714$ 43,274,997$ 60,883,500$ 17,608,503$ Reconciliation: Net change in fund balance, budgetary basis (156,386)$ 416,480$ Change in fair value of investments (8,662) (206,075) Ad valorem refunds not budgeted ‐ ‐ Change in inventory ‐ ‐ Advances budgeted as transfers ‐ ‐ Unbudgeted funds ‐ ‐ Net change in fund balance, GAAP basis (165,048)$ 210,405$ See accompanying independent auditors' report COLLIER COUNTY, FLORIDA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) NONMAJOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 911 Enhancement Fee Tourist Development (Budgetary Basis)(Budgetary Basis) 112 Budget Actual Variance Budget Actual Variance ‐$ ‐$ ‐$ ‐$ ‐$ ‐$ ‐ ‐ ‐ ‐ ‐ ‐ 6,515,919 1,072,746 (5,443,173) ‐ ‐ ‐ ‐ ‐ ‐ 398,900 349,869 (49,031) ‐ ‐ ‐ ‐ ‐ ‐ 59,976 71,205 11,229 800 1,644 844 ‐ ‐ ‐ ‐ ‐ ‐ 916,891 479,957 (436,934) 135,700 144,855 9,155 7,492,786 1,623,908 (5,868,878) 535,400 496,368 (39,032) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,293,900 1,264,126 29,774 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 7,490,030 1,722,313 5,767,717 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 2,756 2,756 ‐ ‐ ‐ ‐ 7,492,786 1,725,069 5,767,717 1,293,900 1,264,126 29,774 ‐ (101,161) (101,161) (758,500) (767,758) (9,258) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 712,600 712,600 ‐ ‐ (31,572) (31,572) ‐ ‐ ‐ ‐ (31,572) (31,572) 712,600 712,600 ‐ ‐ (132,733) (132,733) (45,900) (55,158) (9,258) ‐ ‐ ‐ 72,700 72,700 ‐ ‐$ (132,733)$ (132,733)$ 26,800$ 17,542$ (9,258)$ (132,733)$ (55,158)$ (16,035) (377) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ (148,768)$ (55,535)$ State Housing Initiativeship Partnership 800 MHZ IRCP Fund (Budgetary Basis)(Budgetary Basis) 113 Budget Actual Variance Budget Actual Variance Revenues: Taxes ‐$ ‐$ ‐$ ‐$ ‐$ ‐$ Licenses, permits and impact fees ‐ ‐ ‐ ‐ ‐ ‐ Intergovernmental ‐ ‐ ‐ ‐ ‐ ‐ Charges for services 189,000 199,685 10,685 ‐ ‐ ‐ Fines and forfeitures 872,500 716,752 (155,748) ‐ 4,678 4,678 Interest income 1,000 3,059 2,059 1,500 2,391 891 Special assessments ‐ ‐ ‐ ‐ ‐ ‐ Miscellaneous ‐ 10,322 10,322 ‐ ‐ ‐ Total revenues 1,062,500 929,818 (132,682) 1,500 7,069 5,569 Expenditures: Current: General government 1,156,900 1,106,242 50,658 ‐ ‐ ‐ Public safety 1,569,900 1,510,904 58,996 52,000 29,000 23,000 Physical environment ‐ ‐ ‐ ‐ ‐ ‐ Transportation ‐ ‐ ‐ ‐ ‐ ‐ Economic environment ‐ ‐ ‐ ‐ ‐ ‐ Human services ‐ ‐ ‐ ‐ ‐ ‐ Culture and recreation ‐ ‐ ‐ ‐ ‐ ‐ Debt service ‐ ‐ ‐ ‐ ‐ ‐ Capital outlay 8,000 3,449 4,551 ‐ ‐ ‐ Total expenditures 2,734,800 2,620,595 114,205 52,000 29,000 23,000 Excess (deficit) of revenues over (under) expenditures (1,672,300) (1,690,777) (18,477) (50,500) (21,931) 28,569 Other financing sources (uses): Loans issued ‐ ‐ ‐ ‐ ‐ ‐ Sale of capital assets ‐ ‐ ‐ ‐ ‐ ‐ Insurance proceeds ‐ ‐ ‐ ‐ ‐ ‐ Payment to refunding bond escrow ‐ ‐ ‐ ‐ ‐ ‐ Transfers in 1,708,500 1,708,500 ‐ ‐ ‐ ‐ Transfers out (254,300) (239,300) 15,000 (59,149) (43,841) 15,308 Total other financing sources (uses) 1,454,200 1,469,200 15,000 (59,149) (43,841) 15,308 Net change in fund balances (218,100) (221,577) (3,477) (109,649) (65,772) 43,877 Fund balances at beginning of year 258,400 258,400 ‐ 171,563 171,563 ‐ Fund balances at end of year 40,300$ 36,823$ (3,477)$ 61,914$ 105,791$ 43,877$ Reconciliation: Net change in fund balance, budgetary basis (221,577)$ (65,772)$ Change in fair value of investments (704) (544) Ad valorem refunds not budgeted ‐ ‐ Change in inventory ‐ ‐ Advances budgeted as transfers ‐ ‐ Unbudgeted funds ‐ ‐ Net change in fund balance, GAAP basis (222,281)$ (66,316)$ See accompanying independent auditors' report COLLIER COUNTY, FLORIDA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) NONMAJOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 State Court Administration Confiscated Property (Budgetary Basis)(Budgetary Basis) 114 Budget Actual Variance Budget Actual Variance ‐$ ‐$ ‐$ 190,000$ 137,478$ (52,522)$ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 100,000 100,000 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 3,500 12,042 8,542 5,000 19,224 14,224 ‐ ‐ ‐ ‐ ‐ ‐ 17,000 ‐ (17,000) ‐ ‐ ‐ 20,500 12,042 (8,458) 295,000 256,702 (38,298) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 452,400 266,184 186,216 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 107,063 ‐ 107,063 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 107,063 ‐ 107,063 452,400 266,184 186,216 (86,563) 12,042 98,605 (157,400) (9,482) 147,918 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ (86,563) 12,042 98,605 (157,400) (9,482) 147,918 868,200 868,200 ‐ 1,447,000 1,447,000 ‐ 781,637$ 880,242$ 98,605$ 1,289,600$ 1,437,518$ 147,918$ 12,042$ (9,482)$ (2,686) (4,316) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 9,356$ (13,798)$ GAC Land Sales, Roads and Canals Utility Fee (Budgetary Basis)(Budgetary Basis) 115 Budget Actual Variance Budget Actual Variance Revenues: Taxes ‐$ 1,824$ 1,824$ ‐$ ‐$ ‐$ Licenses, permits and impact fees ‐ ‐ ‐ ‐ ‐ ‐ Intergovernmental ‐ ‐ ‐ ‐ ‐ ‐ Charges for services 300 72 (228) 800,000 886,824 86,824 Fines and forfeitures ‐ ‐ ‐ ‐ ‐ ‐ Interest income 81,600 453,045 371,445 4,300 15,383 11,083 Special assessments ‐ ‐ ‐ ‐ ‐ ‐ Miscellaneous 639,676 256,623 (383,053) ‐ ‐ ‐ Total revenues 721,576 711,564 (10,012) 804,300 902,207 97,907 Expenditures: Current: General government ‐ ‐ ‐ 900,170 778,446 121,724 Public safety ‐ ‐ ‐ 26,300 10,807 15,493 Physical environment 1,145,485 689,221 456,264 ‐ ‐ ‐ Transportation ‐ ‐ ‐ ‐ ‐ ‐ Economic environment ‐ ‐ ‐ ‐ ‐ ‐ Human services ‐ ‐ ‐ 28,500 24,419 4,081 Culture and recreation ‐ ‐ ‐ ‐ ‐ ‐ Debt service ‐ ‐ ‐ ‐ ‐ ‐ Capital outlay 1,255,480 119,024 1,136,456 80,700 46,684 34,016 Total expenditures 2,400,965 808,245 1,592,720 1,035,670 860,356 175,314 Excess (deficit) of revenues over (under) expenditures (1,679,389) (96,681) 1,582,708 (231,370) 41,851 273,221 Other financing sources (uses): Loans issued ‐ ‐ ‐ ‐ ‐ ‐ Sale of capital assets ‐ 2,200 2,200 ‐ ‐ ‐ Insurance proceeds 100 240 140 ‐ ‐ ‐ Payment to refunding bond escrow ‐ ‐ ‐ ‐ ‐ ‐ Transfers in 1,306,300 1,305,800 (500) ‐ ‐ ‐ Transfers out (1,315,782) (1,315,782) ‐ (36,300) (36,300) ‐ Total other financing sources (uses) (9,382) (7,542) 1,840 (36,300) (36,300) ‐ Net change in fund balances (1,688,771) (104,223) 1,584,548 (267,670) 5,551 273,221 Fund balances at beginning of year 32,683,571 32,683,571 ‐ 102,657 102,657 ‐ Fund balances at end of year 30,994,800$ 32,579,348$ 1,584,548$ (165,013)$ 108,208$ 273,221$ Reconciliation: Net change in fund balance, budgetary basis (104,223)$ 5,551$ Change in fair value of investments (101,256) (3,384) Ad valorem refunds not budgeted ‐ ‐ Change in inventory ‐ ‐ Advances budgeted as transfers ‐ ‐ Unbudgeted funds ‐ ‐ Net change in fund balance, GAAP basis (205,479)$ 2,167$ See accompanying independent auditors' report COLLIER COUNTY, FLORIDA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) NONMAJOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 Conservation Collier Court Information Technology (Budgetary Basis)(Budgetary Basis) 116 Budget Actual Variance Budget Actual Variance ‐$ ‐$ ‐$ ‐$ ‐$ ‐$ ‐ ‐ ‐ ‐ ‐ ‐ 219,000 402,809 183,809 ‐ ‐ ‐ 6,189,241 6,827,098 637,857 28,000 6,455 (21,545) ‐ ‐ ‐ ‐ ‐ ‐ 10,000 44,246 34,246 ‐ 1,605 1,605 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 6,418,241 7,274,153 855,912 28,000 8,060 (19,940) 6,418,241 5,522,154 896,087 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 68,500 49,700 18,800 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 7,000 ‐ 7,000 6,418,241 5,522,154 896,087 75,500 49,700 25,800 ‐ 1,751,999 1,751,999 (47,500) (41,640) 5,860 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,751,999 1,751,999 (47,500) (41,640) 5,860 ‐ ‐ ‐ 9,400 9,400 ‐ ‐$ 1,751,999$ 1,751,999$ (38,100)$ (32,240)$ 5,860$ 1,751,999$ (41,640)$ ‐ (362) ‐ ‐ ‐ ‐ ‐ ‐ (1,768,419) ‐ (16,420)$ (42,002)$ University Extension Court Services (Budgetary Basis) 117 Budget Actual Variance Budget Actual Variance Revenues: Taxes ‐$ ‐$ ‐$ ‐$ ‐$ ‐$ Licenses, permits and impact fees ‐ ‐ ‐ ‐ ‐ ‐ Intergovernmental ‐ ‐ ‐ ‐ ‐ ‐ Charges for services ‐ ‐ ‐ ‐ 16,332 16,332 Fines and forfeitures 800,000 827,051 27,051 ‐ ‐ ‐ Interest income 50,000 83,254 33,254 600 2,289 1,689 Special assessments ‐ ‐ ‐ ‐ ‐ ‐ Miscellaneous ‐ ‐ ‐ ‐ ‐ ‐ Total revenues 850,000 910,305 60,305 600 18,621 18,021 Expenditures: Current: General government 1,022,339 368,417 653,922 ‐ ‐ ‐ Public safety ‐ ‐ ‐ ‐ ‐ ‐ Physical environment ‐ ‐ ‐ ‐ ‐ ‐ Transportation ‐ ‐ ‐ ‐ ‐ ‐ Economic environment ‐ ‐ ‐ 134,100 ‐ 134,100 Human services ‐ ‐ ‐ ‐ ‐ ‐ Culture and recreation ‐ ‐ ‐ ‐ ‐ ‐ Debt service ‐ ‐ ‐ ‐ ‐ ‐ Capital outlay 818,333 216,317 602,016 ‐ ‐ ‐ Total expenditures 1,840,672 584,734 1,255,938 134,100 ‐ 134,100 Excess (deficit) of revenues over (under) expenditures (990,672) 325,571 1,316,243 (133,500) 18,621 152,121 Other financing sources (uses): Loans issued ‐ ‐ ‐ ‐ ‐ ‐ Sale of capital assets ‐ ‐ ‐ ‐ ‐ ‐ Insurance proceeds ‐ ‐ ‐ ‐ ‐ ‐ Payment to refunding bond escrow ‐ ‐ ‐ ‐ ‐ ‐ Transfers in ‐ ‐ ‐ ‐ ‐ ‐ Transfers out ‐ ‐ ‐ ‐ ‐ ‐ Total other financing sources (uses) ‐ ‐ ‐ ‐ ‐ ‐ Net change in fund balances (990,672) 325,571 1,316,243 (133,500) 18,621 152,121 Fund balances at beginning of year 5,834,632 5,834,632 ‐ 133,500 133,500 ‐ Fund balances at end of year 4,843,960$ 6,160,203$ 1,316,243$ ‐$ 152,121$ 152,121$ Reconciliation: Net change in fund balance, budgetary basis 325,571$ 18,621$ Change in fair value of investments (18,510) (507) Ad valorem refunds not budgeted ‐ ‐ Change in inventory ‐ ‐ Advances budgeted as transfers ‐ ‐ Unbudgeted funds ‐ ‐ Net change in fund balance, GAAP basis 307,061$ 18,114$ See accompanying independent auditors' report COLLIER COUNTY, FLORIDA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) NONMAJOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 Court Facilities Fee Affordable Housing (Budgetary Basis)(Budgetary Basis) 118 Budget Actual Variance Budget Actual Variance ‐$ ‐$ ‐$ ‐$ ‐$ ‐$ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,170,000 1,140,308 (29,692) ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,548 1,548 13,100 39,332 26,232 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,548 1,548 1,183,100 1,179,640 (3,460) ‐ ‐ ‐ 2,601,100 982,364 1,618,736 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,000 ‐ 1,000 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,576,899 ‐ 1,576,899 1,000 ‐ 1,000 4,177,999 982,364 3,195,635 (1,000) 1,548 2,548 (2,994,899) 197,276 3,192,175 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 83,900 83,900 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 83,900 83,900 ‐ ‐ ‐ ‐ 82,900 85,448 2,548 (2,994,899) 197,276 3,192,175 31,300 31,300 ‐ 3,644,557 3,644,557 ‐ 114,200$ 116,748$ 2,548$ 649,658$ 3,841,833$ 3,192,175$ 85,448$ 197,276$ (353) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 85,095$ 197,276$ Ave Maria Innovation Zone (Budgetary Basis)Other Court Special Revenue Funds 119 Budget Actual Variance Budget Actual Variance Revenues: Taxes ‐$ ‐$ ‐$ ‐$ ‐$ ‐$ Licenses, permits and impact fees ‐ ‐ ‐ 5,400 76,510 71,110 Intergovernmental ‐ ‐ ‐ ‐ ‐ ‐ Charges for services 80,000 74,215 (5,785) 218,600 275,131 56,531 Fines and forfeitures 69,000 74,248 5,248 36,000 47,242 11,242 Interest income 16,000 20,970 4,970 6,200 14,897 8,697 Special assessments ‐ ‐ ‐ ‐ ‐ ‐ Miscellaneous ‐ ‐ ‐ 123,000 166,574 43,574 Total revenues 165,000 169,433 4,433 389,200 580,354 191,154 Expenditures: Current: General government ‐ ‐ ‐ 245,300 193,290 52,010 Public safety 1,082,900 357,438 725,462 111,000 111,000 ‐ Physical environment ‐ ‐ ‐ ‐ ‐ ‐ Transportation ‐ ‐ ‐ ‐ ‐ ‐ Economic environment ‐ ‐ ‐ ‐ ‐ ‐ Human services ‐ ‐ ‐ 349,600 289,546 60,054 Culture and recreation ‐ ‐ ‐ 235,600 96,506 139,094 Debt service ‐ ‐ ‐ ‐ ‐ ‐ Capital outlay 100,000 ‐ 100,000 107,000 83,539 23,461 Total expenditures 1,182,900 357,438 825,462 1,048,500 773,881 274,619 Excess (deficit) of revenues over (under) expenditures (1,017,900) (188,005) 829,895 (659,300) (193,527) 465,773 Other financing sources (uses): Loans issued ‐ ‐ ‐ ‐ ‐ ‐ Sale of capital assets ‐ ‐ ‐ ‐ ‐ ‐ Insurance proceeds ‐ ‐ ‐ ‐ ‐ ‐ Payment to refunding bond escrow ‐ ‐ ‐ ‐ ‐ ‐ Transfers in ‐ ‐ ‐ 248,700 197,000 (51,700) Transfers out (158,079) (92,048) 66,031 ‐ ‐ ‐ Total other financing sources (uses) (158,079) (92,048) 66,031 248,700 197,000 (51,700) Net change in fund balances (1,175,979) (280,053) 895,926 (410,600) 3,473 414,073 Fund balances at beginning of year ‐ ‐ ‐ 833,500 833,500 ‐ Fund balances at end of year (1,175,979)$ (280,053)$ 895,926$ 422,900$ 836,973$ 414,073$ Reconciliation: Net change in fund balance, budgetary basis (280,053)$ 3,473$ Change in fair value of investments (4,688) (3,303) Ad valorem refunds not budgeted ‐ ‐ Change in inventory ‐ ‐ Advances budgeted as transfers ‐ ‐ Unbudgeted funds 354,465 ‐ Net change in fund balance, GAAP basis 69,724$ 170$ See accompanying independent auditors' report COLLIER COUNTY, FLORIDA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) NONMAJOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 Other Public Safety Revenue Funds Other Special Revenue Funds (Budgetary Basis)(Budgetary Basis) 120 Budget Actual Variance Budget Actual Variance ‐$ ‐$ ‐$ ‐$ ‐$ ‐$ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 16,700 23,713 7,013 ‐ 1 1 ‐ ‐ ‐ ‐ ‐ ‐ 300 250 (50) ‐ ‐ ‐ 17,000 23,963 6,963 ‐ 1 1 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 16,700 9,909 6,791 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 284,800 257,296 27,504 ‐ ‐ ‐ ‐ ‐ ‐ 16,700 9,909 6,791 284,800 257,296 27,504 300 14,054 13,754 (284,800) (257,295) 27,505 ‐ ‐ ‐ 41,800 41,721 (79) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 243,000 243,000 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 284,800 284,721 (79) 300 14,054 13,754 ‐ 27,426 27,426 1,702,900 1,702,900 ‐ ‐ ‐ ‐ 1,703,200$ 1,716,954$ 13,754$ ‐$ 27,426$ 27,426$ 14,054$ 27,426$ (5,298) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 8,756$ 27,426$ Resource Recovery Park Endowment Pooled Commercial Paper Program (Budgetary Basis)(Budgetary Basis) 121 Budget Actual Variance Budget Actual Variance Revenues: Taxes ‐$ ‐$ ‐$ ‐$ ‐$ ‐$ Licenses, permits and impact fees ‐ ‐ ‐ ‐ ‐ ‐ Intergovernmental 1,875,000 2,017,122 142,122 ‐ ‐ ‐ Charges for services ‐ ‐ ‐ ‐ ‐ ‐ Fines and forfeitures ‐ ‐ ‐ ‐ ‐ ‐ Interest income 1,000 20,982 19,982 ‐ 820 820 Special assessments ‐ ‐ ‐ ‐ ‐ ‐ Miscellaneous ‐ ‐ ‐ ‐ ‐ ‐ Total revenues 1,876,000 2,038,104 162,104 ‐ 820 820 Expenditures: Current: General government ‐ ‐ ‐ ‐ ‐ ‐ Public safety ‐ ‐ ‐ ‐ ‐ ‐ Physical environment ‐ ‐ ‐ ‐ ‐ ‐ Transportation ‐ ‐ ‐ ‐ ‐ ‐ Economic environment ‐ ‐ ‐ ‐ ‐ ‐ Human services ‐ ‐ ‐ ‐ ‐ ‐ Culture and recreation ‐ ‐ ‐ ‐ ‐ ‐ Debt service 13,263,000 13,248,841 14,159 631,000 630,051 949 Capital outlay ‐ ‐ ‐ ‐ ‐ ‐ Total expenditures 13,263,000 13,248,841 14,159 631,000 630,051 949 Excess (deficit) of revenues over (under) expenditures (11,387,000) (11,210,737) 176,263 (631,000) (629,231) 1,769 Other financing sources (uses): Loans issued ‐ ‐ ‐ ‐ ‐ ‐ Sale of capital assets ‐ ‐ ‐ ‐ ‐ ‐ Insurance proceeds ‐ ‐ ‐ ‐ ‐ ‐ Payment to refunding bond escrow ‐ ‐ ‐ ‐ ‐ ‐ Transfers in 11,271,000 11,271,000 ‐ 631,000 631,000 ‐ Transfers out ‐ ‐ ‐ ‐ ‐ ‐ Total other financing sources (uses) 11,271,000 11,271,000 ‐ 631,000 631,000 ‐ Net change in fund balances (116,000) 60,263 176,263 ‐ 1,769 1,769 Fund balances at beginning of year 899,800 899,800 ‐ 350,000 350,000 ‐ Fund balances at end of year 783,800$ 960,063$ 176,263$ 350,000$ 351,769$ 1,769$ Reconciliation: Net change in fund balance, budgetary basis 60,263$ 1,769$ Change in fair value of investments (4,980) 115 Ad valorem refunds not budgeted ‐ ‐ Change in inventory ‐ ‐ Advances budgeted as transfers ‐ ‐ Unbudgeted funds ‐ ‐ Net change in fund balance, GAAP basis 55,283$ 1,884$ See accompanying independent auditors' report COLLIER COUNTY, FLORIDA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) NONMAJOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 Gas Tax Revenue Bonds Community Redevelopment Taxable Note (Budgetary Basis)(Budgetary Basis) 122 Budget Actual Variance Budget Actual Variance 506,600$ 487,602$ (18,998)$ ‐$ ‐$ ‐$ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,500 9,884 8,384 12,000 28,016 16,016 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 508,100 497,486 (10,614) 12,000 28,016 16,016 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 559,500 558,350 1,150 17,505,650 17,368,921 136,729 ‐ ‐ ‐ ‐ ‐ ‐ 559,500 558,350 1,150 17,505,650 17,368,921 136,729 (51,400) (60,864) (9,464) (17,493,650) (17,340,905) 152,745 ‐ ‐ ‐ 43,713,000 43,713,000 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ (44,525,550) (44,525,435) 115 ‐ 4,707 4,707 18,047,800 18,047,800 ‐ (19,800) (15,084) 4,716 ‐ ‐ ‐ (19,800) (10,377) 9,423 17,235,250 17,235,365 115 (71,200) (71,241) (41) (258,400) (105,540) 152,860 727,100 727,100 ‐ 2,891,900 2,891,900 ‐ 655,900$ 655,859$ (41)$ 2,633,500$ 2,786,360$ 152,860$ (71,241)$ (105,540)$ (2,220) (6,089) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ (73,461)$ (111,629)$ Forest Lakes Limited General Special Obligation Revenue Bonds Obligation Bonds (Budgetary Basis)(Budgetary Basis) 123 Budget Actual Variance Budget Actual Variance Revenues: Taxes 1,000$ 179$ (821)$ ‐$ ‐$ ‐$ Licenses, permits and impact fees ‐ ‐ ‐ ‐ ‐ ‐ Intergovernmental ‐ ‐ ‐ 7,461,212 897 (7,460,315) Charges for services ‐ ‐ ‐ ‐ ‐ ‐ Fines and forfeitures ‐ ‐ ‐ ‐ ‐ ‐ Interest income 200 30 (170) 65,000 84,736 19,736 Special assessments ‐ ‐ ‐ ‐ ‐ ‐ Miscellaneous ‐ ‐ ‐ ‐ ‐ ‐ Total revenues 1,200 209 (991) 7,526,212 85,633 (7,440,579) Expenditures: Current: General government ‐ ‐ ‐ 17,255,291 9,736,798 7,518,493 Public safety ‐ ‐ ‐ 5,930,194 1,420,474 4,509,720 Physical environment ‐ ‐ ‐ 1,549,937 131,067 1,418,870 Transportation ‐ ‐ ‐ 250,000 223,751 26,249 Economic environment ‐ ‐ ‐ ‐ ‐ ‐ Human services ‐ ‐ ‐ 544,215 44,480 499,735 Culture and recreation ‐ ‐ ‐ 341 341 ‐ Debt service ‐ ‐ ‐ ‐ ‐ ‐ Capital outlay ‐ ‐ ‐ 8,588,677 4,238,203 4,350,474 Total expenditures ‐ ‐ ‐ 34,118,655 15,795,114 18,323,541 Excess (deficit) of revenues over (under) expenditures 1,200 209 (991) (26,592,443) (15,709,481) 10,882,962 Other financing sources (uses): Loans issued ‐ ‐ ‐ ‐ ‐ ‐ Sale of capital assets ‐ ‐ ‐ ‐ 69,000 69,000 Insurance proceeds ‐ ‐ ‐ 1,701,428 588,893 (1,112,535) Payment to refunding bond escrow ‐ ‐ ‐ ‐ ‐ ‐ Transfers in ‐ ‐ ‐ 19,775,417 16,952,315 (2,823,102) Transfers out (13,400) (12,339) 1,061 (5,306,800) (5,306,800) ‐ Total other financing sources (uses) (13,400) (12,339) 1,061 16,170,045 12,303,408 (3,866,637) Net change in fund balances (12,200) (12,130) 70 (10,422,398) (3,406,073) 7,016,325 Fund balances at beginning of year 12,200 12,200 ‐ 11,225,698 11,225,698 ‐ Fund balances at end of year ‐$ 70$ 70$ 803,300$ 7,819,625$ 7,016,325$ Reconciliation: Net change in fund balance, budgetary basis (12,130)$ (3,406,073)$ Change in fair value of investments ‐ (18,772) Ad valorem refunds not budgeted ‐ ‐ Change in inventory ‐ ‐ Advances budgeted as transfers ‐ 5,306,800 Unbudgeted funds ‐ ‐ Net change in fund balance, GAAP basis (12,130)$ 1,881,955$ See accompanying independent auditors' report COLLIER COUNTY, FLORIDA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) NONMAJOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 Other Debt Service County‐Wide Capital Improvements (Budgetary Basis)(Budgetary Basis) 124 Budget Actual Variance Budget Actual Variance ‐$ ‐$ ‐$ ‐$ ‐$ ‐$ 590,000 603,390 13,390 950,000 1,053,844 103,844 515,600 2,084 (513,516) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 10,000 60,904 50,904 5,000 13,924 8,924 ‐ ‐ ‐ ‐ ‐ ‐ 51,000 ‐ (51,000) ‐ ‐ ‐ 1,166,600 666,378 (500,222) 955,000 1,067,768 112,768 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 4,540,375 2,778,479 1,761,896 89,598 ‐ 89,598 ‐ ‐ ‐ ‐ ‐ ‐ 4,878,202 2,146,753 2,731,449 417,746 417,290 456 9,418,577 4,925,232 4,493,345 507,344 417,290 90,054 (8,251,977) (4,258,854) 3,993,123 447,656 650,478 202,822 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,146,157 1,167,274 21,117 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 4,369,043 2,642,787 (1,726,256) 311,600 311,600 ‐ (24,625) (11,671) 12,954 (1,158,900) (1,158,900) ‐ 5,490,575 3,798,390 (1,692,185) (847,300) (847,300) ‐ (2,761,402) (460,464) 2,300,938 (399,644) (196,822) 202,822 2,949,002 2,949,002 ‐ 865,944 865,944 ‐ 187,600$ 2,488,538$ 2,300,938$ 466,300$ 669,122$ 202,822$ (460,464)$ (196,822)$ (13,901) (2,944) ‐ ‐ ‐ ‐ ‐ (311,600) ‐ ‐ (474,365)$ (511,366)$ Parks Improvements County‐Wide Library Impact Fee (Budgetary Basis)(Budgetary Basis) 125 Budget Actual Variance Budget Actual Variance Revenues: Taxes ‐$ ‐$ ‐$ ‐$ ‐$ ‐$ Licenses, permits and impact fees 1,700,000 1,807,511 107,511 430,000 464,357 34,357 Intergovernmental ‐ ‐ ‐ ‐ ‐ ‐ Charges for services ‐ ‐ ‐ ‐ ‐ ‐ Fines and forfeitures ‐ ‐ ‐ ‐ ‐ ‐ Interest income 12,000 13,733 1,733 4,000 26,182 22,182 Special assessments ‐ ‐ ‐ ‐ ‐ ‐ Miscellaneous ‐ ‐ ‐ ‐ ‐ ‐ Total revenues 1,712,000 1,821,244 109,244 434,000 490,539 56,539 Expenditures: Current: General government ‐ ‐ ‐ ‐ ‐ ‐ Public safety 250,280 35,762 214,518 74,554 16,874 57,680 Physical environment ‐ ‐ ‐ ‐ ‐ ‐ Transportation ‐ ‐ ‐ ‐ ‐ ‐ Economic environment ‐ ‐ ‐ ‐ ‐ ‐ Human services ‐ ‐ ‐ ‐ ‐ ‐ Culture and recreation ‐ ‐ ‐ ‐ ‐ ‐ Debt service ‐ ‐ ‐ ‐ ‐ ‐ Capital outlay ‐ ‐ ‐ 2,144,973 122,618 2,022,355 Total expenditures 250,280 35,762 214,518 2,219,527 139,492 2,080,035 Excess (deficit) of revenues over (under) expenditures 1,461,720 1,785,482 323,762 (1,785,527) 351,047 2,136,574 Other financing sources (uses): Loans issued ‐ ‐ ‐ ‐ ‐ ‐ Sale of capital assets ‐ ‐ ‐ ‐ ‐ ‐ Insurance proceeds ‐ ‐ ‐ ‐ ‐ ‐ Payment to refunding bond escrow ‐ ‐ ‐ ‐ ‐ ‐ Transfers in ‐ ‐ ‐ 1,962,800 1,962,800 ‐ Transfers out (1,858,500) (1,858,500) ‐ (448,400) (448,400) ‐ Total other financing sources (uses) (1,858,500) (1,858,500) ‐ 1,514,400 1,514,400 ‐ Net change in fund balances (396,780) (73,018) 323,762 (271,127) 1,865,447 2,136,574 Fund balances at beginning of year ‐ ‐ ‐ ‐ ‐ ‐ Fund balances at end of year (396,780)$ (73,018)$ 323,762$ (271,127)$ 1,865,447$ 2,136,574$ Reconciliation: Net change in fund balance, budgetary basis (73,018)$ 1,865,447$ Change in fair value of investments (2,699) (5,626) Ad valorem refunds not budgeted ‐ ‐ Change in inventory ‐ ‐ Advances budgeted as transfers ‐ (1,962,800) Unbudgeted funds ‐ ‐ Net change in fund balance, GAAP basis (75,717)$ (102,979)$ See accompanying independent auditors' report COLLIER COUNTY, FLORIDA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) NONMAJOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 Correctional Facilities Impact Fees Emergency Medical Services Impact Fees (Budgetary Basis)(Budgetary Basis) 126 Budget Actual Variance Budget Actual Variance ‐$ ‐$ ‐$ ‐$ ‐$ ‐$ ‐ ‐ ‐ 8,500,000 10,819,875 2,319,875 83,700 29,842 (53,858) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 75,000 161,787 86,787 104,000 346,066 242,066 743,900 716,515 (27,385) ‐ ‐ ‐ ‐ 20,022 20,022 ‐ ‐ ‐ 902,600 928,166 25,566 8,604,000 11,165,941 2,561,941 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 2,077,769 8,847,380 (6,769,611) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 243,907 231,093 12,814 ‐ ‐ ‐ ‐ ‐ ‐ 28,533,106 4,661,666 23,871,440 27,143,621 7,944,820 19,198,801 30,610,875 13,509,046 17,101,829 27,387,528 8,175,913 19,211,615 (29,708,275) (12,580,880) 17,127,395 (18,783,528) 2,990,028 21,773,556 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 16,300 158,063 141,763 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 21,357,300 5,943,107 (15,414,193) ‐ ‐ ‐ (4,712,595) (2,276,921) 2,435,674 (2,939,600) (2,939,600) ‐ 16,661,005 3,824,249 (12,836,756) (2,939,600) (2,939,600) ‐ (13,047,270) (8,756,631) 4,290,639 (21,723,128) 50,428 21,773,556 13,088,170 13,088,170 ‐ 25,334,978 25,334,978 ‐ 40,900$ 4,331,539$ 4,290,639$ 3,611,850$ 25,385,406$ 21,773,556$ (8,756,631)$ 50,428$ (36,878) (76,140) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ (8,793,509)$ (25,712)$ Water Management Parks Impact Districts (Budgetary Basis)(Budgetary Basis) 127 Budget Actual Variance Budget Actual Variance Revenues: Taxes ‐$ ‐$ ‐$ ‐$ ‐$ ‐$ Licenses, permits and impact fees 13,000,000 26,579,266 13,579,266 14,331,000 16,139,631 1,808,631 Intergovernmental ‐ ‐ ‐ 6,194,000 4,591,815 (1,602,185) Charges for services ‐ ‐ ‐ 6,500 12,406 5,906 Fines and forfeitures ‐ ‐ ‐ ‐ ‐ ‐ Interest income 256,000 886,628 630,628 202,000 1,150,031 948,031 Special assessments ‐ ‐ ‐ ‐ ‐ ‐ Miscellaneous ‐ 92,179 92,179 1,247,529 542,007 (705,522) Total revenues 13,256,000 27,558,073 14,302,073 21,981,029 22,435,890 454,861 Expenditures: Current: General government ‐ ‐ ‐ ‐ ‐ ‐ Public safety ‐ ‐ ‐ ‐ ‐ ‐ Physical environment ‐ ‐ ‐ ‐ ‐ ‐ Transportation 10,396,693 891,901 9,504,792 8,737,417 8,550,165 187,252 Economic environment ‐ ‐ ‐ ‐ ‐ ‐ Human services ‐ ‐ ‐ ‐ ‐ ‐ Culture and recreation ‐ ‐ ‐ ‐ ‐ ‐ Debt service ‐ ‐ ‐ ‐ ‐ ‐ Capital outlay 36,149,217 4,480,648 31,668,569 47,367,425 13,330,409 34,037,016 Total expenditures 46,545,910 5,372,549 41,173,361 56,104,842 21,880,574 34,224,268 Excess (deficit) of revenues over (under) expenditures (33,289,910) 22,185,524 55,475,434 (34,123,813) 555,316 34,679,129 Other financing sources (uses): Loans issued ‐ ‐ ‐ ‐ ‐ ‐ Sale of capital assets ‐ ‐ ‐ ‐ ‐ ‐ Insurance proceeds ‐ ‐ ‐ 600,000 1,217,934 617,934 Payment to refunding bond escrow ‐ ‐ ‐ ‐ ‐ ‐ Transfers in ‐ ‐ ‐ 15,650,400 12,150,400 (3,500,000) Transfers out (1,068,385) (440,316) 628,069 (25,812,417) (11,349,135) 14,463,282 Total other financing sources (uses) (1,068,385) (440,316) 628,069 (9,562,017) 2,019,199 11,581,216 Net change in fund balances (34,358,295) 21,745,208 56,103,503 (43,685,830) 2,574,515 46,260,345 Fund balances at beginning of year 54,022,576 54,022,576 ‐ 48,630,111 48,630,111 ‐ Fund balances at end of year 19,664,281$ 75,767,784$ 56,103,503$ 4,944,281$ 51,204,626$ 46,260,345$ Reconciliation: Net change in fund balance, budgetary basis 21,745,208$ 2,574,515$ Change in fair value of investments ‐ (647,250) Ad valorem refunds not budgeted ‐ ‐ Change in inventory ‐ ‐ Advances budgeted as transfers ‐ ‐ Unbudgeted funds ‐ ‐ Net change in fund balance, GAAP basis 21,745,208$ 1,927,265$ See accompanying independent auditors' report COLLIER COUNTY, FLORIDA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) NONMAJOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 Road Impact Districts Road Construction (Budgetary Basis)(Budgetary Basis) 128 Budget Actual Variance Budget Actual Variance ‐$ ‐$ ‐$ ‐$ ‐$ ‐$ 2,800,000 3,097,079 297,079 1,575,000 1,842,830 267,830 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 20,000 42,101 22,101 20,000 21,563 1,563 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 2,820,000 3,139,180 319,180 1,595,000 1,864,393 269,393 128,697 ‐ 128,697 ‐ ‐ ‐ ‐ ‐ ‐ 162,204 6,699 155,505 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,736 ‐ 1,736 20,048 ‐ 20,048 130,433 ‐ 130,433 182,252 6,699 175,553 2,689,567 3,139,180 449,613 1,412,748 1,857,694 444,946 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 3,357,400 3,354,174 (3,226) ‐ ‐ ‐ (6,540,200) (6,537,999) 2,201 (1,873,700) (1,873,700) ‐ (3,182,800) (3,183,825) (1,025) (1,873,700) (1,873,700) ‐ (493,233) (44,645) 448,588 (460,952) (16,006) 444,946 3,539,765 3,539,765 ‐ 1,668,612 1,682,416 13,804 3,046,532$ 3,495,120$ 448,588$ 1,207,660$ 1,666,410$ 458,750$ (44,645)$ (16,006)$ (8,815) (4,583) ‐ ‐ ‐ ‐ (2,521,375) ‐ ‐ ‐ (2,574,835)$ (20,589)$ Government Facilities Impact Fees Law Enforcement Impact Fees (Budgetary Basis)(Budgetary Basis) 129 Budget Actual Variance Budget Actual Variance Revenues: Taxes ‐$ ‐$ ‐$ ‐$ ‐$ ‐$ Licenses, permits and impact fees ‐ ‐ ‐ ‐ ‐ ‐ Intergovernmental ‐ ‐ ‐ ‐ ‐ ‐ Charges for services ‐ ‐ ‐ ‐ ‐ ‐ Fines and forfeitures ‐ ‐ ‐ ‐ ‐ ‐ Interest income 18,000 41,472 23,472 ‐ 1,849 1,849 Special assessments ‐ ‐ ‐ ‐ ‐ ‐ Miscellaneous ‐ ‐ ‐ ‐ ‐ ‐ Total revenues 18,000 41,472 23,472 ‐ 1,849 1,849 Expenditures: Current: General government ‐ ‐ ‐ ‐ ‐ ‐ Public safety ‐ ‐ ‐ ‐ ‐ ‐ Physical environment ‐ ‐ ‐ ‐ ‐ ‐ Transportation ‐ ‐ ‐ ‐ ‐ ‐ Economic environment ‐ ‐ ‐ ‐ ‐ ‐ Human services ‐ ‐ ‐ ‐ ‐ ‐ Culture and recreation 35,089 1,950 33,139 300,000 290,169 9,831 Debt service ‐ ‐ ‐ ‐ ‐ ‐ Capital outlay ‐ ‐ ‐ 12,095,000 12,030,275 64,725 Total expenditures 35,089 1,950 33,139 12,395,000 12,320,444 74,556 Excess (deficit) of revenues over (under) expenditures (17,089) 39,522 56,611 (12,395,000) (12,318,595) 76,405 Other financing sources (uses): Loans issued ‐ ‐ ‐ 11,958,200 11,958,279 79 Sale of capital assets ‐ ‐ ‐ ‐ ‐ ‐ Insurance proceeds ‐ ‐ ‐ ‐ ‐ ‐ Payment to refunding bond escrow ‐ ‐ ‐ ‐ ‐ ‐ Transfers in ‐ ‐ ‐ 436,800 436,800 ‐ Transfers out ‐ ‐ ‐ ‐ ‐ ‐ Total other financing sources (uses) ‐ ‐ ‐ 12,395,000 12,395,079 79 Net change in fund balances (17,089) 39,522 56,611 ‐ 76,484 76,484 Fund balances at beginning of year 3,003,989 3,003,989 ‐ ‐ ‐ ‐ Fund balances at end of year 2,986,900$ 3,043,511$ 56,611$ ‐$ 76,484$ 76,484$ Reconciliation: Net change in fund balance, budgetary basis 39,522$ 76,484$ Change in fair value of investments (9,261) (394) Ad valorem refunds not budgeted ‐ ‐ Change in inventory ‐ ‐ Advances budgeted as transfers ‐ ‐ Unbudgeted funds ‐ ‐ Net change in fund balance, GAAP basis 30,261$ 76,090$ See accompanying independent auditors' report Amateur Sports Park (Budgetary Basis) All Terrain Vehicle Park (Budgetary Basis) COLLIER COUNTY, FLORIDA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL (BUDGETARY BASIS) NONMAJOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 130 Budget Actual Variance ‐$ ‐$ ‐$ 6,000 8,490 2,490 5,303 ‐ (5,303) ‐ ‐ ‐ ‐ ‐ ‐ 6,200 23,863 17,663 160,500 154,739 (5,761) ‐ 28 28 178,003 187,120 9,117 75,000 9,264 65,736 88,390 8,624 79,766 229,359 146,756 82,603 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 705,419 303,168 402,251 ‐ ‐ ‐ 596,576 165,818 430,758 1,694,744 633,630 1,061,114 (1,516,741) (446,510) 1,070,231 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 2,040 2,040 ‐ ‐ ‐ 552,731 518,963 (33,768) (49,200) (47,356) 1,844 503,531 473,647 (29,884) (1,013,210) 27,137 1,040,347 1,676,010 1,676,010 ‐ 662,800$ 1,703,147$ 1,040,347$ 27,137$ (5,307) ‐ ‐ (9,264) ‐ 12,566$ Other Capital Projects (Budgetary Basis) 131 THIS PAGE INTENTIONALLY LEFT BLANK Nonmajor Enterprise Funds AIRPORT AUTHORITY – To account for the provision of landing facilities and the sale of fuel at the airports. COLLIER AREA TRANSIT – To account for the provision of public transportation throughout the County. Total Collier Nonmajor Airport Area Enterprise Authority Transit Funds Current assets: Cash and investments 1,519,988$ 584,281$ 2,104,269$ Receivables: Trade, net 56,704 18,284 74,988 Interest 3,506 2,082 5,588 Due from other funds ‐ 12,013 12,013 Inventory 130,367 ‐ 130,367 Restricted assets: Cash and investments 29,915 73,344 103,259 Due from other governments 926,780 2,399,487 3,326,267 Total current assets 2,667,260 3,089,491 5,756,751 Noncurrent assets: Capital assets: Land and nondepreciable capital assets 4,062,501 6,340,238 10,402,739 Depreciable capital assets, net 30,316,918 19,070,687 49,387,605 Total noncurrent assets 34,379,419 25,410,925 59,790,344 Total assets 37,046,679 28,500,416 65,547,095 Deferred outflows of resources related to pensions 238,437 102,560 340,997 LIABILITIES Current liabilities: Accounts payable 421,184 419,584 840,768 Wages payable 28,158 10,551 38,709 Retainage payable 36,300 ‐ 36,300 Due to other funds 169 1,040 1,209 Due to other governments 2,986 35 3,021 Unearned revenues 40,517 ‐ 40,517 Compensated absences 35,371 8,877 44,248 Net pension liability 6,424 2,295 8,719 Liabilities payable from restricted assets: Accounts payable 102,407 1,117,715 1,220,122 Wages payable ‐ 136 136 Retainage payable 5,269 11,000 16,269 Due to other governments ‐ 69,022 69,022 Refundable deposits 9,826 ‐ 9,826 Unearned revenue 5,845 ‐ 5,845 Total current liabilities 694,456 1,640,255 2,334,711 Noncurrent liabilities: Compensated absences 8,843 2,220 11,063 Total OPEB liability 51,873 22,231 74,104 Net pension liability 632,313 263,375 895,688 Total noncurrent liabilities 693,029 287,826 980,855 Total liabilities 1,387,485 1,928,081 3,315,566 DEFERRED INFLOWS OF RESOURCES Deferred inflows of resources related to OPEB 1,242 524 1,766 Deferred inflows of resources related to pensions 58,888 24,138 83,026 Total deferred inflows of resources 60,130 24,662 84,792 NET POSITION Net investment in capital assets 33,951,982 25,259,127 59,211,109 Restricted for grants and other purposes 833,348 1,416,295 2,249,643 Unrestricted 1,052,171 (25,189) 1,026,982 Total net position 35,837,501$ 26,650,233$ 62,487,734$ See accompanying independent auditors' report DEFERRED OUTFLOWS OF RESOURCES COLLIER COUNTY, FLORIDA COMBINING STATEMENT OF NET POSITION NONMAJOR ENTERPRISE FUNDS SEPTEMBER 30, 2018 ASSETS 134 Total Collier Nonmajor Airport Area Enterprise Authority Transit Funds Operating revenues: Charges for services 3,934,790$ 1,076,454$ 5,011,244$ Miscellaneous 15,673 52,499 68,172 Total operating revenues 3,950,463 1,128,953 5,079,416 Operating expenses: Personal services 976,075 460,342 1,436,417 Operating 2,949,374 10,102,595 13,051,969 Depreciation 1,525,540 1,904,396 3,429,936 Total operating expenditures 5,450,989 12,467,333 17,918,322 Operating loss (1,500,526) (11,338,380) (12,838,906) Non‐operating revenues: Operating grants and contributions ‐ 4,477,478 4,477,478 Interest income 13,845 11,950 25,795 Insurance reimbursement 199,886 ‐ 199,886 Gain on disposal of capital assets 1,799 (167,489) (165,690) Total non‐operating revenues 215,530 4,321,939 4,537,469 Loss before contributions and transfers (1,284,996) (7,016,441) (8,301,437) Capital grants and contributions 1,861,193 2,710,808 4,572,001 Transfers in ‐ 4,495,174 4,495,174 Total transfers and contributions 1,861,193 7,205,982 9,067,175 Changes in net position 576,197 189,541 765,738 Net position ‐ beginning 35,261,304 26,460,692 61,721,996 Net position ‐ ending 35,837,501$ 26,650,233$ 62,487,734$ See accompanying independent auditors' report COLLIER COUNTY, FLORIDA COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET POSITION NONMAJOR ENTERPRISE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 135 Total Collier Nonmajor Airport Area Enterprise Authority Transit Funds Cash flows from operating activities: Cash received for services 3,965,030$ 1,177,942$ 5,142,972$ Cash payments for goods and services (2,622,712) (6,984,532) (9,607,244) Cash payments to employees (957,155) (403,566) (1,360,721) Cash payments for interfund services (412,548) (2,670,933) (3,083,481) Net cash used for operating activities (27,385) (8,881,089) (8,908,474) Cash flows from non‐capital financing activities: Cash received from operating grants ‐ 3,015,148 3,015,148 Cash transfers from other funds 715,836 5,450,850 6,166,686 Cash transfers to other funds (717,265) (942,080) (1,659,345) Net cash provided by (used for) non‐capital financing activities (1,429) 7,523,918 7,522,489 Cash flows from capital and related financing activities: Receipts from insurance reimbursements 160,343 ‐ 160,343 Proceeds from disposal of capital assets 1,800 28,900 30,700 Proceeds from capital grants 1,428,504 2,366,967 3,795,471 Payments for capital acquisitions (1,779,624) (2,774,825) (4,554,449) Net cash used for capital and related financing activities (188,977) (378,958) (567,935) Cash flows from investing activities: Interest on investments 12,431 14,672 27,103 Net cash provided by investing activities 12,431 14,672 27,103 Net decrease in cash and investments (205,360) (1,721,457) (1,926,817) Cash and investments, October 1, 2017 1,755,263 2,379,082 4,134,345 Cash and investments, September 30, 2018 1,549,903$ 657,625$ 2,207,528$ Cash and investments 1,519,988$ 584,281$ 2,104,269$ Cash and investments ‐ restricted 29,915 73,344 103,259 Cash and investments, September 30, 2018 1,549,903$ 657,625$ 2,207,528$ Operating loss (1,500,526)$ (11,338,380)$ (12,838,906)$ Adjustments to reconcile operating loss to net cash provided by (used for) operating activities: Depreciation expense 1,525,540 1,904,396 3,429,936 Net changes in assets and liabilities: Trade receivable 43,438 48,959 92,397 Inventory (40,026) ‐ (40,026) Accounts payable (46,030) 453,233 407,203 Wages payable 1,018 (4,568) (3,550) Due to other funds 170 (6,108) (5,938) Due to other governments (636) 35 (601) Compensated absences 4,245 (46) 4,199 Unearned revenue (28,235) ‐ (28,235) Total OPEB liability (5,083) 7,043 1,960 Deferred inflows of resources related to OPEB 1,193 511 1,704 Net pension liability (13,719) 62,969 49,250 Deferred outflows of resources related to pensions 8,405 (22,736) (14,331) Deferred inflows of resources related to pensions 22,861 13,603 36,464 Total adjustments 1,473,141 2,457,291 3,930,432 Net cash used for operating activities (27,385)$ (8,881,089)$ (8,908,474)$ Non‐cash investing, capital and financing activities: Change in fair value of investments (5,765)$ 3,466$ (2,299)$ Contributed capital assets ‐ 307,891 307,891 Change in capital related grant receivable 432,689 35,950 468,639 Capital related accounts payable 385,868 140,798 526,666 See accompanying independent auditors' report COLLIER COUNTY, FLORIDA COMBINING STATEMENT OF CASH FLOWS NONMAJOR ENTERPRISE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 136 Internal Service Funds SELF‐INSURANCE – To account for the self‐insurance costs of providing coverage for property, general and vehicle liability. To account for the provisions of health benefits to Board and participating constitutional officer employees and their dependents. To account for payment of workers’ compensation claims, in lieu of insurance. SHERIFF'S SELF‐INSURANCE – To account for the provisions of health benefits to Sheriff employees and their dependents. To account for payment of workers’ compensation claims, in lieu of insurance. FLEET MANAGEMENT – To account for fuel, oil, lubricants, repairs and maintenance of County vehicles and the use of certain County owned vehicles by County employees. MOTOR POOL CAPITAL RECOVERY – To account for the accumulation of resources for the replacement of vehicles and heavy equipment for County governmental activities. INFORMATION TECHNOLOGY – To account for the costs of operating the County data processing facility and telephone communication system. Sheriff's Motor Pool Self‐Self‐Fleet Capital Information Insurance Insurance Management Recovery Technology Total Current assets: Cash and investments 43,069,606$ 10,102,567$ 1,084,503$ 6,764,026$ 3,580,179$ 64,600,881$ Receivables: Trade, net 17,386 2,407 ‐ ‐ ‐ 19,793 Interest 98,110 21,619 1,604 13,723 9,085 144,141 Due from other funds 15,953 500,000 154 ‐ ‐ 516,107 Due from other governments 29,587 ‐ 177,296 ‐ 95,933 302,816 Inventory ‐ ‐ 375,248 ‐ ‐ 375,248 Prepaid costs ‐ ‐ ‐ ‐ 46,266 46,266 Total current assets 43,230,642 10,626,593 1,638,805 6,777,749 3,731,463 66,005,252 Noncurrent assets: Capital assets: Depreciable capital assets, net 186,001 ‐ 9,422,345 7,062,392 2,475,827 19,146,565 Total noncurrent assets 186,001 ‐ 9,422,345 7,062,392 2,475,827 19,146,565 Total assets 43,416,643 10,626,593 11,061,150 13,840,141 6,207,290 85,151,817 Deferred outflows of resources related to pensions 325,147 ‐ 633,058 3,260 1,155,593 2,117,058 LIABILITIES Current liabilities: Accounts payable 382,025 ‐ 566,668 ‐ 321,491 1,270,184 Wages payable 41,419 ‐ 78,510 2,801 141,833 264,563 Due to other governments ‐ ‐ 35 ‐ ‐ 35 Unearned revenues 15,298 83,595 ‐ ‐ ‐ 98,893 Self‐insurance claims payable 5,227,260 2,884,000 ‐ ‐ ‐ 8,111,260 Compensated absences 82,616 ‐ 129,563 6,400 218,291 436,870 Net pension liability 6,424 ‐ 12,849 459 20,191 39,923 Total current liabilities 5,755,042 2,967,595 787,625 9,660 701,806 10,221,728 Noncurrent liabilities: Self‐insurance claims payable 4,024,813 ‐ ‐ ‐ ‐ 4,024,813 Compensated absences 20,654 ‐ 32,391 1,600 54,573 109,218 Total OPEB liability 51,873 ‐ 111,156 3,705 163,029 329,763 Net pension liability 818,743 ‐ 1,558,240 56,259 2,857,689 5,290,931 Total noncurrent liabilities 4,916,083 ‐ 1,701,787 61,564 3,075,291 9,754,725 Total liabilities 10,671,125 2,967,595 2,489,412 71,224 3,777,097 19,976,453 DEFERRED INFLOWS OF RESOURCES Deferred inflows of resources related to OPEB 1,239 ‐ 2,648 88 3,889 7,864 Deferred inflows of resources related to pensions 74,281 ‐ 142,399 4,671 256,804 478,155 Total deferred inflows of resources 75,520 ‐ 145,047 4,759 260,693 486,019 NET POSITION Net investment in capital assets 186,001 ‐ 9,390,680 7,062,392 2,469,587 19,108,660 Unrestricted 32,809,144 7,658,998 (330,931) 6,705,026 855,506 47,697,743 Total net position 32,995,145$ 7,658,998$ 9,059,749$ 13,767,418$ 3,325,093$ 66,806,403$ See accompanying independent auditors' report DEFERRED OUTFLOWS OF RESOURCES COLLIER COUNTY, FLORIDA COMBINING STATEMENT OF NET POSITION INTERNAL SERVICE FUNDS SEPTEMBER 30, 2018 ASSETS 138 Sheriff's Motor Pool Self‐Self‐Fleet Capital Information Insurance Insurance Management Recovery Technology Total Operating revenues: Charges for services 50,236,851$ 25,544,474$ 9,144,555$ 2,824,600$ 7,790,121$ 95,540,601$ Miscellaneous 26,854 ‐ 12,435 ‐ ‐ 39,289 Total operating revenues 50,263,705 25,544,474 9,156,990 2,824,600 7,790,121 95,579,890 Operating expenses: Personal services 1,275,937 ‐ 2,559,332 92,825 4,613,770 8,541,864 Operating 61,932,506 25,164,992 6,162,816 189 2,653,788 95,914,291 Depreciation 25,944 ‐ 580,098 1,319,358 1,125,300 3,050,700 Total operating expenditures 63,234,387 25,164,992 9,302,246 1,412,372 8,392,858 107,506,855 Operating income (loss)(12,970,682) 379,482 (145,256) 1,412,228 (602,737) (11,926,965) Non‐operating revenues: Operating grants and contributions 29,587 ‐ 114,779 95,933 240,299 Interest income 514,750 92,972 7,018 67,913 41,275 723,928 Insurance reimbursement 9,866,075 ‐ 3,115 9,869,190 Gain on disposal of capital assets ‐ ‐ 1,425 577,050 7,767 586,242 Total non‐operating revenues 10,410,412 92,972 123,222 648,078 144,975 11,419,659 Income (loss) before contributions and transfers (2,560,270) 472,454 (22,034) 2,060,306 (457,762) (507,306) Transfers in ‐ ‐ ‐ 2,320,700 1,638,200 3,958,900 Transfers out (1,865,192) ‐ (23,700) ‐ ‐ (1,888,892) Total transfers and contributions (1,865,192) ‐ (23,700) 2,320,700 1,638,200 2,070,008 Changes in net position (4,425,462) 472,454 (45,734) 4,381,006 1,180,438 1,562,702 Net position ‐ beginning 37,420,607 7,186,544 9,105,483 9,386,412 2,144,655 65,243,701 Net position ‐ ending 32,995,145$ 7,658,998$ 9,059,749$ 13,767,418$ 3,325,093$ 66,806,403$ See accompanying independent auditors' report COLLIER COUNTY, FLORIDA COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET POSITION INTERNAL SERVICE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 139 Sheriff's Motor Pool Self‐Self‐Fleet Capital Information Insurance Insurance Management Recovery Technology Total Cash flows from operating activities: Cash received from other funds for services 42,772,291$ 24,000,000$ 8,777,100$ 2,824,600$ 7,790,121$ 86,164,112$ Cash received from employees for services 6,900,778 ‐ ‐ ‐ ‐ 6,900,778 Cash received from other governments for services ‐ ‐ 460,077 ‐ ‐ 460,077 Cash received from retirees for services 598,408 1,126,981 ‐ ‐ ‐ 1,725,389 Cash payments on behalf of retirees (1,358,288) ‐ ‐ ‐ ‐ (1,358,288) Cash payments for goods and services (56,722,147) (24,940,992) (6,039,594) (189) (2,851,979) (90,554,901) Cash payments to employees (1,232,918) ‐ (2,452,300) (87,527) (4,336,970) (8,109,715) Cash payments for interfund services (301,375) ‐ (229,400) ‐ (95,493) (626,268) Net cash provided by (used for) operating activities (9,343,251) 185,989 515,883 2,736,884 505,679 (5,398,816) Cash flows from non‐capital financing activities: Cash transfers from other funds ‐ ‐ ‐ 2,320,700 2,150,800 4,471,500 Cash transfers to other funds (1,865,192) ‐ (23,700) ‐ (512,600) (2,401,492) Net cash provided by (used for) non‐capital financing activities (1,865,192) ‐ (23,700) 2,320,700 1,638,200 2,070,008 Cash flows from capital and related financing activities: Receipts from insurance reimbursements 9,851,707 ‐ ‐ 3,115 ‐ 9,854,822 Proceeds from disposal of capital assets ‐ ‐ 4,150 577,050 117 581,317 Payments for capital acquisitions (7,738) ‐ (73,530) (3,527,432) (985,322) (4,594,022) Net cash provided by (used for) capital and related financing activities 9,843,969 ‐ (69,380) (2,947,267) (985,205) 5,842,117 Cash flows from investing activities: Interest on investments 512,431 82,704 6,409 63,934 37,559 703,037 Net cash provided by investing activities 512,431 82,704 6,409 63,934 37,559 703,037 Net increase (decrease) in cash and investments (852,043) 268,693 429,212 2,174,251 1,196,233 3,216,346 Cash and investments, October 1, 2017 43,921,649 9,833,874 655,291 4,589,775 2,383,946 61,384,535 Cash and investments, September 30, 2018 43,069,606$ 10,102,567$ 1,084,503$ 6,764,026$ 3,580,179$ 64,600,881$ Operating income (loss)(12,970,682)$ 379,482$ (145,256)$ 1,412,228$ (602,737)$ (11,926,965)$ Adjustments to reconcile operating income (loss) to net cash provided by operating activities Depreciation expense 25,944 ‐ 580,098 1,319,358 1,125,300 3,050,700 Net changes in assets and liabilities: Trade receivable 768 (1,088) ‐ ‐ ‐ (320) Due from other funds 990 (500,000) 48,339 ‐ ‐ (450,671) Due from other governments ‐ ‐ 31,848 ‐ ‐ 31,848 Inventory ‐ ‐ (42,999) ‐ ‐ (42,999) Prepaid costs ‐ ‐ ‐ ‐ (1,266) (1,266) Accounts payable 123,382 ‐ (63,214) ‐ (244,478) (184,310) Wages payable 4,918 ‐ (7,837) (63) 11,235 8,253 Due to other funds ‐ ‐ ‐ ‐ (47,940) (47,940) Due to other governments ‐ ‐ 35 607 ‐ 642 Compensated absences 4,564 ‐ 5,763 ‐ 29,947 40,274 Unearned revenue 6,014 83,595 ‐ ‐ ‐ 89,609 Self‐insurance claims payable 3,427,314 224,000 ‐ ‐ ‐ 3,651,314 Total OPEB liability (1,286) ‐ 4,838 (92) (245) 3,215 Deferred inflows of resources related to OPEB 1,193 ‐ 2,556 85 3,748 7,582 Net pension liability (16,667) ‐ 40,890 2,556 136,435 163,214 Deferred outflows of resources related to pensions 17,445 ‐ (3,433) (121) (28,591) (14,700) Deferred inflows of resources related to pensions 32,852 ‐ 64,255 2,326 124,271 223,704 Total adjustments 3,627,431 (193,493) 661,139 1,324,656 1,108,416 6,528,149 Net cash provided (used) by operating activities (9,343,251)$ 185,989$ 515,883$ 2,736,884$ 505,679$ (5,398,816)$ Non‐cash investing, capital and financing activities: Change in fair value of investments (147,076)$ (16,860)$ (1,914)$ (19,358)$ (11,567)$ (196,775)$ Capital related accounts payable ‐ ‐ 31,665 ‐ 6,240 37,905 See accompanying independent auditors' report COLLIER COUNTY, FLORIDA COMBINING STATEMENT OF CASH FLOWS INTERNAL SERVICE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 140 Fiduciary Funds CLERK OF COURTS AGENCY FUND – To account for monies held in Trust by the Clerk of the Circuit Court prior to disbursement. SHERIFF AGENCY FUND – To account for monies held in a custodial capacity by the Sheriff. TAX COLLECTOR AGENCY FUND – To account for assets held by the Tax Collector prior to legal disbursement. DEPOSITS AGENCY FUND – To account for monies held by the County for businesses and individuals. PINE RIDGE AND NAPLES PRODUCTION PARK AGENCY FUND – To account for the receipt of special assessments and the payment of principal and interest on behalf of assessment holders. Pine Ridge Clerk Tax and Naples of Courts Sheriff Collector Deposits Production Park Agency Fund Agency Fund Agency Fund Agency Fund Agency Fund Total Cash and investments 22,971,495$ 634,937$ 6,354,628$ 5,924,548$ 965,092$ 36,850,700$ Receivables: Interest ‐ ‐ ‐ 12,224 2,028 14,252 Other ‐ 26,778 32,959 ‐ ‐ 59,737 Total assets 22,971,495$ 661,715$ 6,387,587$ 5,936,772$ 967,120$ 36,924,689$ LIABILITIES Due to other governments 1,095,270$ 94,016$ 6,317,621$ ‐$ ‐$ 7,506,907$ Due to individuals ‐ 567,699 69,966 ‐ ‐ 637,665 Refundable deposits 21,876,225 ‐ ‐ 5,936,772 ‐ 27,812,997 Due to special assessment holders ‐ ‐ ‐ ‐ 967,120 967,120 Total liabilities 22,971,495$ 661,715$ 6,387,587$ 5,936,772$ 967,120$ 36,924,689$ See accompanying independent auditors' report ASSETS COLLIER COUNTY, FLORIDA COMBINING STATEMENT OF FIDUCIARY NET POSITION AGENCY FUNDS SEPTEMBER 30, 2018 142 Balance Balance October 1 Additions Deductions September 30 Clerk of Courts Agency Fund Assets: Cash and investments 21,158,645$ 133,896,503$ 132,083,653$ 22,971,495$ Receivable: Other 10 ‐ 10 ‐ Total assets 21,158,655$ 133,896,503$ 132,083,663$ 22,971,495$ Liabilities: Due to other governments 989,426$ 4,324,409$ 4,218,565$ 1,095,270$ Refundable deposits 20,169,229 129,572,094 127,865,098 21,876,225 Total liabilities 21,158,655$ 133,896,503$ 132,083,663$ 22,971,495$ Sheriff Agency Fund Assets: Cash and investments 565,455$ 634,937$ 565,455$ 634,937$ Receivable: Other 3,156 26,778 3,156 26,778 Total assets 568,611$ 661,715$ 568,611$ 661,715$ Liabilities: Due to other governments 50,460$ 94,016$ 50,460$ 94,016$ Due to individuals 518,151 567,699 518,151 567,699 Total liabilities 568,611$ 661,715$ 568,611$ 661,715$ Tax Collector Agency Fund Assets: Cash and investments 6,271,609$ 1,088,447,045$ 1,088,364,026$ 6,354,628$ Receivable: Other 50,324 4,825,603 4,842,968 32,959 Total assets 6,321,933$ 1,093,272,648$ 1,093,206,994$ 6,387,587$ Liabilities: Due to other governments 6,284,876$ 1,442,917,881$ 1,442,885,136$ 6,317,621$ Due to individuals 37,057 67,540,266 67,507,357 69,966 Total liabilities 6,321,933$ 1,510,458,147$ 1,510,392,493$ 6,387,587$ Deposits Agency Fund Assets: Cash and investments 5,961,531$ 1,077,228$ 1,114,211$ 5,924,548$ Receivables: Interest 12,361 12,224 12,361 12,224 Total assets 5,973,892$ 1,089,452$ 1,126,572$ 5,936,772$ Liabilities: Refundable deposits 5,973,892$ 1,340,095$ 1,377,215$ 5,936,772$ Total liabilities 5,973,892$ 1,340,095$ 1,377,215$ 5,936,772$ (Continued) COLLIER COUNTY, FLORIDA COMBINING STATEMENT OF CHANGES IN FIDUCIARY NET POSITION AGENCY FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 143 Balance Balance October 1 Additions Deductions September 30 Assets: Cash and investments 165,448$ 802,680$ 3,036$ 965,092$ Receivables: Interest 416 2,028 416 2,028 Total assets 165,864$ 804,708$ 3,452$ 967,120$ Liabilities: Due to special assessment holders 165,864$ 804,708$ 3,452$ 967,120$ Total liabilities 165,864$ 804,708$ 3,452$ 967,120$ Total ‐ All Agency Funds Assets: Cash and investments 34,122,688$ 1,224,858,393$ 1,222,130,381$ 36,850,700$ Receivables: Interest 12,777 14,252 12,777 14,252 Other 53,490 4,852,381 4,846,134 59,737 Total assets 34,188,955$ 1,229,725,026$ 1,226,989,292$ 36,924,689$ Liabilities: Due to other governments 7,324,762$ 1,447,336,306$ 1,447,154,161$ 7,506,907$ Due to individuals 555,208 68,107,965 68,025,508 637,665 Refundable deposits 26,143,121 130,912,189 129,242,313 27,812,997 Due to special assessment holders 165,864 804,708 3,452 967,120 Total liabilities 34,188,955$ 1,647,161,168$ 1,644,425,434$ 36,924,689$ See accompanying independent auditors' report COLLIER COUNTY, FLORIDA COMBINING STATEMENT OF CHANGES IN FIDUCIARY NET POSITION AGENCY FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 Pine Ridge and Naples Production Park Agency Fund 144 Component Units COLLIER COUNTY HOUSING FINANCE AUTHORITY – The authority was established for the purpose of stimulating the construction of residential housing for low and moderate income families through the use of public financing. COLLIER COUNTY HEALTH FACILITIES AUTHORITY – The authority was established for the purpose of assisting health facilities in the acquisition, construction and financing of projects within the County. COLLIER COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY – The authority was established for the purpose of facilitating projects that promote economic growth and opportunities for employment in Collier County. COLLIER COUNTY EDUCATIONAL FACILITIES AUTHORITY – The authority was established for the purpose of assisting institutions of higher education in the construction, financing and refinancing of projects. Industrial Health Housing Educational Development Facilities Finance Facilities Authority Authority Authority Authority Total Cash and investments 25,435$ 79,412$ 116,350$ 43,314$ 264,511$ Total assets 25,435$ 79,412$ 116,350$ 43,314$ 264,511$ NET POSITION Net position ‐ unrestricted 25,435$ 79,412$ 116,350$ 43,314$ 264,511$ Total Net Position 25,435$ 79,412$ 116,350$ 43,314$ 264,511$ See accompanying independent auditors' report ASSETS COLLIER COUNTY, FLORIDA COMBINING STATEMENT OF NET POSITION COMPONENT UNITS SEPTEMBER 30, 2018 146 Net (Expense) Revenue and Changes Program Revenues in Net Position Fees, Fines and Governmental Expenses Charges for Services Activities Industrial Development Authority 17,016$ 20,763$ 3,747$ Health Facilities Authority 2,687 55,438 52,751 Housing Finance Authority 3,547 ‐ (3,547) Educational Facilities Authority 16,015 14,584 (1,431) Total 39,265$ 90,785$ 51,520 General revenues: Interest income 275 Total general revenues 275 Change in net position 51,795 Net position ‐ beginning 212,716 Net position ‐ ending 264,511$ See accompanying independent auditors' report FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 Functions/Programs COLLIER COUNTY, FLORIDA COMBINING STATEMENT OF ACTIVITIES COMPONENT UNITS 147 THIS PAGE INTENTIONALLY LEFT BLANK Other Supplemental Information Schedule of receipts and expenditures of funds related to the Deepwater Horizon Oil Spill. Amount Amount Received Expended in the in the 2018 2018 Source Fiscal Year Fiscal Year British Petroleum: Gulf Seafood and Tourism Promotional Fund ‐$ ‐$ Note: This schedule does not include funds related to the Deepwater Horizon Oil Spill that are considered Federal awards or State financial assistance. The Schedule of Expenditures of Federal Awards and State Financial Assistance does not include any expenditures of Federal awards or State financial assistance related to the Deepwater Horizon Oil Spill for the 2018 fiscal year. OTHER SUPPLEMENTAL INFORMATION COLLIER COUNTY, FLORIDA SCHEDULE OF RECEIPTS AND EXPENDITURES OF FUNDS RELATED TO THE DEEPWATER HORIZON OIL SPILL FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 150 Sources: Unless otherwise noted, the information in these schedules is derived from the comprehensive annual financial reports for the relevant year. The County implemented GASB 34 for fiscal year 2002. Schedules presenting government‐wide information include information beginning in that fiscal year. STATISTICAL SECTION (UNAUDITED) Statistical schedules differ from financial statements because they usually cover more than one fiscal year and may present non‐accounting data. These schedules reflect social and economic data, and financial trends of Collier County, Florida. CONTENTS PAGE FINANCIAL TRENDS These schedules contain trend information to help the reader understand how the government’s financial performance and wellbeing have changed over time. Net position by component 152 Change in net position 154 Governmental activities tax revenues by source 156 Fund balances of governmental funds 157 Changes in fund balance of governmental funds 158 REVENUE CAPACITY These schedules contain information to help the reader assess the County’s most significant local revenue source, the Property Tax. Assessed value and estimated actual value of taxable property 160 Property tax rates – All direct and overlapping governments 161 Principal tax payers County‐wide 162 Property tax levies and collections 163 DEBT CAPACITY These schedules present information to help the reader assess the affordability of the County’s current levels of outstanding debt and the County’s ability to issue additional debt in the future. Ratios of outstanding debt by type 164 Legal debt margin information 165 Direct, overlapping and underlying governmental activities debt 165 Pledged‐revenue coverage 166 DEMOGRAPHIC AND ECONOMIC INFORMATION These schedules offer demographic and economic indicators to help the reader understand the environment within which the County’s financial activities take place. Demographic and economic statistics 167 Principal employers 168 OPERATING INFORMATION These schedules contain service and infrastructure data to help the reader understand how the information in the County’s financial report relates to the services the County provides and the activities it performs. Budgeted full‐time equivalent County employees by function 169 Operating indicators by function 170 Capital Asset statistics by function/program 171 2018 2017 2016 2015 2014 2013 Governmental Activities: Net investment in capital assets 1,287,184$ 1,257,685$ 1,225,520$ 1,217,176$ 1,207,751$ 1,198,971$ Restricted 362,045 336,922 327,968 298,360 223,526 221,501 Unrestricted (29,328) (24,011) 2,478 13,109 169,633 152,790 Total governmental activities net position 1,619,901$ 1,570,596$ 1,555,966$ 1,528,645$ 1,600,910$ 1,573,262$ Business‐type Activities: Net investment in capital assets 763,259$ 741,912$ 723,000$ 714,239$ 705,065$ 668,160$ Restricted 31,982 32,619 35,760 31,511 29,749 34,379 Unrestricted 143,198 168,602 169,287 165,128 185,420 196,050 Total business‐type activities net position 938,439$ 943,133$ 928,047$ 910,878$ 920,234$ 898,589$ Primary Government: Net investment in capital assets 2,050,443$ 1,999,597$ 1,948,520$ 1,931,415$ 1,912,816$ 1,867,131$ Restricted 394,027 369,541 363,728 329,871 253,275 255,880 Unrestricted 113,870 144,591 171,765 178,237 355,053 348,840 Total primary government net position 2,558,340$ 2,513,729$ 2,484,013$ 2,439,523$ 2,521,144$ 2,471,851$ Fiscal Year COLLIER COUNTY, FLORIDA NET POSITION BY COMPONENT LAST TEN FISCAL YEARS (accrual basis of accounting) (amounts expressed in thousands) (unaudited) 152 2012 2011 2010 2009 1,187,298$ 1,172,121$ 1,169,052$ 1,131,617$ 226,934 253,977 232,571 240,247 147,188 147,080 189,911 192,442 1,561,420$ 1,573,178$ 1,591,534$ 1,564,306$ 650,684$ 643,777$ 635,702$ 653,320$ 34,199 38,002 37,795 31,227 194,389 177,939 169,514 149,422 879,272$ 859,718$ 843,011$ 833,969$ 1,837,982$ 1,815,898$ 1,804,754$ 1,784,937$ 261,133 291,979 270,366 271,474 341,577 325,019 359,425 341,864 2,440,692$ 2,432,896$ 2,434,545$ 2,398,275$ Fiscal Year 153 2018 2017 2016 2015 2014 2013 Expenses Governmental activities: General government 126,920$ 108,388$ 104,188$ 93,644$ 92,176$ 95,941$ Public safety 223,177 225,360 205,347 174,874 177,267 171,210 Transportation 83,386 75,589 70,560 70,296 71,623 69,275 Culture and recreation 58,042 51,889 49,526 45,117 41,630 41,453 Other activities 64,822 41,899 48,256 45,621 39,171 43,067 Interest on long‐term debt 9,736 11,294 12,077 12,912 12,674 16,129 Total governmental activities expenses 566,083$ 514,419$ 489,954$ 442,464$ 434,541$ 437,075$ Business‐type activities: Water and Sewer 144,113$ 144,850$ 130,792$ 122,858$ 112,643$ 114,041$ Solid Waste 106,823 43,664 39,271 36,411 33,787 32,760 Emergency Medical Services 32,275 28,644 26,529 24,094 23,208 21,545 Airport Authority 5,533 4,905 4,402 4,771 3,764 4,439 Mass Transit 12,680 11,354 11,333 10,416 10,306 10,111 Total business‐type activities expenses 301,424 233,417 212,327 198,550 183,708 182,896 Total primary government expenses 867,507$ 747,836$ 702,281$ 641,014$ 618,249$ 619,971$ Program Revenues Governmental activities: Charges for services: General government 37,703$ 33,377$ 35,184$ 34,240$ 34,662$ 36,080$ Public safety 28,040 24,240 25,276 25,227 21,765 19,735 Transportation 2,111 2,024 4,880 1,094 959 1,045 Culture and recreation 7,886 8,192 8,393 8,685 7,943 8,416 Other activities 2,235 1,467 1,230 4,237 2,661 3,667 Operating Grants and Contributions 29,549 26,539 26,387 35,521 31,444 20,921 Capital Grants and Contributions 47,645 38,124 36,818 29,986 28,945 28,280 Total governmental activities program revenues 155,169 133,963 138,168 138,990 128,379 118,144 Business‐type activities: Charges for services: Water and Sewer 145,757 135,045 123,856 116,645 107,924 109,176 Solid Waste 50,449 45,209 41,918 39,121 35,368 34,585 Emergency Medical Services 12,836 11,812 13,161 12,327 9,922 10,335 Airport Authority 3,951 3,734 3,073 3,350 2,589 3,021 Mass Transit 1,129 1,267 1,225 1,719 1,641 1,450 Operating Grants and Contributions 16,426 5,025 4,435 5,142 3,077 3,914 Capital Grants and Contributions 38,670 26,993 25,367 21,165 30,662 24,953 Total business‐type activities program revenues 269,218 229,085 213,035 199,469 191,183 187,434 Total primary government program revenues 424,387 363,048 351,203 338,459 319,562 305,578 Net (expense)/revenue: Governmental activities (410,914) (380,456) (351,786) (303,474) (306,162) (318,931) Business‐type activities (32,206) (4,332) 708 919 7,475 4,538 Total primary government net expense (443,120)$ (384,788)$ (351,078)$ (302,555)$ (298,687)$ (314,393)$ General Revenues and Other Changes in Net Position Governmental Activities: Taxes: Property taxes 337,447$ 312,633$ 281,136$ 259,779$ 244,404$ 249,352$ Gas taxes 22,749 21,799 20,478 19,547 18,556 18,229 Sales taxes 44,093 41,799 40,659 38,573 35,786 32,168 Tourist taxes 27,962 21,961 21,838 21,188 19,137 16,183 Other taxes 6,914 7,478 7,280 7,322 7,840 9,403 State revenue sharing 12,564 11,602 11,100 10,589 9,657 8,792 Interest income 6,857 3,574 4,891 5,069 2,599 1,496 Miscellaneous 18,121 9,714 5,976 17,510 13,333 9,063 Special item ‐ registry bond ‐ ‐ ‐ ‐ ‐ ‐ Transfers, net (16,487) (14,793) (14,250) (14,192) (13,185) (13,912) Total governmental activities 460,220$ 415,767$ 379,108$ 365,385$ 338,127$ 330,774$ Business‐type Activities: Interest income 2,602 1,379 2,011 2,209 1,301 712 Miscellaneous 8,423 126 200 94 68 154 Transfers, net 16,487 14,793 14,250 14,192 13,184 13,912 Total business‐type activities 27,512 16,298 16,461 16,495 14,553 14,778 Total primary government 487,732$ 432,065$ 395,569$ 381,880$ 352,680$ 345,552$ Change in Net Position Governmental activities 49,306$ 35,311$ 27,322$ 61,911$ 31,965$ 11,843$ Business‐type activities (4,694) 11,966 17,169 17,414 22,028 19,316 Total primary government 44,612$ 47,277$ 44,491$ 79,325$ 53,993$ 31,159$ Fiscal Year (unaudited) COLLIER COUNTY, FLORIDA CHANGE IN NET POSITION LAST TEN FISCAL YEARS (accrual basis of accounting) (amounts expressed in thousands) 154 2012 2011 2010 2009 94,227$ 103,045$ 100,483$ 113,906$ 165,782 173,286 179,276 182,962 73,000 81,383 76,603 64,601 42,507 44,205 46,871 45,727 51,057 39,991 40,937 45,367 16,412 19,797 19,475 20,492 442,985$ 461,707$ 463,645$ 473,055$ 102,642$ 104,333$ 103,272$ 90,042$ 29,618 28,000 27,416 30,774 21,792 22,657 23,073 22,478 4,601 4,458 4,382 3,895 9,925 10,187 9,617 8,974 168,578 169,635 167,760 156,163 611,563$ 631,342$ 631,405$ 629,218$ 31,388$ 33,919$ 29,281$ 32,257$ 16,743 15,554 16,385 11,940 880 715 829 3,101 9,126 9,093 8,267 9,830 4,941 2,296 1,557 1,620 22,892 19,503 31,884 21,948 20,279 19,347 25,762 24,867 106,249 100,427 113,965 105,563 103,042 105,858 101,062 104,927 34,275 33,769 33,568 32,922 10,249 8,980 10,759 9,114 2,805 2,938 2,519 2,353 1,360 1,290 1,145 1,101 2,948 4,378 4,448 3,235 17,818 14,307 10,385 18,147 172,497 171,520 163,886 171,799 278,746 271,947 277,851 277,362 (336,736) (361,280) (349,680) (367,492) 3,919 1,885 (3,874) 15,636 (332,817)$ (359,395)$ (353,554)$ (351,856)$ 248,232$ 261,630$ 299,389$ 313,290$ 18,525 18,311 18,415 18,456 29,713 28,364 26,927 26,779 14,898 13,884 12,857 12,345 9,997 10,155 10,039 12,241 8,233 8,310 7,854 7,927 2,430 3,888 4,665 11,455 7,397 11,498 8,022 12,066 ‐ ‐ ‐ 3,239 (14,447) (13,117) (11,259) (12,596) 324,978 342,923 376,909 405,202 1,106 1,609 1,569 2,395 82 96 88 551 14,447 13,117 11,259 12,596 15,635 14,822 12,916 15,542 340,613$ 357,745$ 389,825$ 420,744$ (11,758)$ (18,357)$ 27,229$ 37,710$ 19,554 16,707 9,042 31,178 7,796$ (1,650)$ 36,271$ 68,888$ Fiscal Year 155 Fiscal Property Gas Sales Tourist Other Year Tax Tax Tax Tax Taxes (1) Total 2009 313,290 18,456 26,779 12,345 12,241 383,111 2010 299,389 18,415 26,927 12,857 10,039 367,627 2011 261,630 18,311 28,364 13,884 10,155 332,344 2012 248,232 18,525 29,713 14,898 9,997 321,365 2013 249,352 18,229 32,168 16,183 9,403 325,335 2014 244,404 18,556 35,786 19,137 7,840 325,723 2015 259,779 19,547 38,573 21,188 7,322 346,409 2016 281,136 20,478 40,659 21,838 7,280 371,391 2017 312,633 21,799 41,799 21,961 7,478 405,670 2018 337,447 22,749 44,093 27,962 6,914 439,165 (1) Pursuant to the Uniform Accounting System direction from the State of Florida, the Communications Services Tax was shown with fees, fines and charges for services for fiscal years prior to 2009. This tax is no longer included beginning in 2009. COLLIER COUNTY, FLORIDA GOVERNMENTAL ACTIVITIES TAX REVENUES BY SOURCE LAST TEN FISCAL YEARS (amounts expressed in thousands) (unaudited) 156 2009 General fund Reserved 8,962$ Unreserved 38,924 Total general fund 47,886$ All other governmental funds Reserved 105,991$ Unreserved, reported in: Special revenue funds 114,208 Debt service funds 1,587 Capital projects funds 140,544 Total all other governmental funds 362,330$ 2018 2017 2016 2015 2014 2013 2012 2011 2010 General fund (1) Nonspendable 2,645$ 3,386$ 3,675$ 3,546$ 19,843$ 15,744$ 12,914$ 11,805$ 9,460$ Restricted 306 2,440 264 345 125 96 110 ‐ ‐ Committed ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ Assigned 1,736 1,598 1,674 1,299 850 813 952 1,114 2,182 Unassigned 77,342 54,805 53,961 55,002 57,781 56,497 57,091 54,459 59,705 Total general fund 82,029$ 62,229$ 59,574$ 60,192$ 78,599$ 73,150$ 71,067$ 67,378$ 71,347$ All other governmental funds Nonspendable 8,135$ 2,385$ 3,055$ 3,112$ 53,544$ 46,049$ ‐$ ‐$ 107,626$ Restricted 354,514 328,447 324,334 293,281 242,981 223,700 209,352 229,546 232,699 Committed 34,788 32,759 26,069 25,663 27,349 29,810 47,406 48,445 48,764 Assigned 21,129 33,822 28,644 30,800 28,391 36,364 80,771 79,556 34,215 Unassigned (246) ‐ (89) (514) (62,085) (55,212) (48,944) (40,258) 23,192 Total all other governmental funds 418,320$ 397,413$ 382,013$ 352,342$ 290,180$ 280,711$ 288,585$ 317,289$ 446,496$ As part of the implementation, the governmental fund balances for Fiscal Year 2010 were re‐classified. (unaudited) Fiscal Year (1) In Fiscal Year 2011, the County implemented GASB 54 under which governmental fund balances are reported as nonspendable, restricted, committed, assigned and unassigned. COLLIER COUNTY, FLORIDA FUND BALANCES OF GOVERNMENTAL FUNDS LAST TEN FISCAL YEARS (modified accrual basis of accounting) (amounts expressed in thousands) 157 2018 2017 2016 2015 2014 2013 Revenues: Taxes 386,814$ 355,885$ 322,915$ 300,341$ 282,315$ 285,765$ Licenses, permits and impact fees 75,102 59,217 61,033 51,319 40,631 35,168 Intergovernmental 92,206 86,656 83,949 92,818 89,392 83,667 Charges for services 36,981 34,008 38,362 37,172 35,149 32,435 Fines and forfeitures 2,375 2,263 2,708 2,866 3,252 3,712 Interest income 6,133 3,233 4,440 4,606 2,393 1,406 Special assessments 4,789 4,350 3,746 3,132 2,922 2,924 Miscellaneous 4,527 8,705 6,600 16,063 11,553 4,833 Total revenues 608,927 554,317 523,753 508,317 467,607 449,910 Expenditures: Current: General government 101,198 89,193 84,599 78,147 73,739 75,725 Public safety 198,097 197,762 177,375 167,788 163,169 153,566 Physical environment 31,994 12,465 15,283 16,157 11,276 13,790 Transportation 45,904 41,003 36,011 36,992 38,789 37,170 Economic environment 9,942 8,199 11,061 9,159 9,265 14,436 Human services 15,849 15,058 14,038 13,151 12,367 12,254 Culture and recreation 47,671 42,889 40,886 37,523 34,114 33,744 Debt service: Principal 21,864 21,439 20,743 20,039 18,510 25,125 Interest 10,165 11,908 12,713 13,555 14,177 17,565 Redemption of debt ‐ 5,588 ‐ ‐ ‐ ‐ Payment to refunding bond escrow ‐ ‐ ‐ ‐ 2,086 132 Other fiscal charges 128 48 19 21 173 2,165 Capital outlay 82,871 80,495 67,198 62,186 63,613 61,278 Total expenditures 565,683 526,047 479,926 454,718 441,278 446,950 Excess (deficit) of revenues over (under) expenditures 43,244 28,270 43,827 53,599 26,329 2,960 Other financing sources (uses): Bonds issued ‐$ ‐$ ‐$ ‐$ 89,780$ 73,805$ Notes issued ‐ 5,293 ‐ ‐ ‐ ‐ Premiums on bonds issued ‐ ‐ ‐ ‐ ‐ 2,082 Payment to refunding escrow (44,525) ‐ ‐ ‐ (89,622) (73,747) Capital leases ‐ ‐ ‐ 1,915 ‐ Loans issued 55,713 ‐ ‐ ‐ ‐ Sale of capital assets 1,065 155 306 595 314 233 Insurance proceeds 3,762 339 796 379 316 300 Transfers in 114,358 117,833 121,654 196,026 97,854 90,637 Transfers out (132,910) (133,834) (137,530) (208,760) (110,052) (102,061) Total other financing sources (uses)(2,537) (10,214) (14,774) (9,845) (11,410) (8,751) Special item ‐ registry bond ‐ ‐ ‐ ‐ ‐ ‐ Net change in fund balances 40,707$ 18,056$ 29,053$ 43,754$ 14,919$ (5,791)$ Debt service as a percentage of noncapital expenditures 6.66% 7.50% 8.11% 8.56% 9.25% 11.66% Fiscal Year COLLIER COUNTY, FLORIDA CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS LAST TEN FISCAL YEARS (modified accrual basis of accounting) (amounts expressed in thousands) 158 2012 2011 2010 2009 284,124$ 296,640$ 333,554$ 348,780$ 30,436 23,695 28,920 25,950 79,402 74,453 86,445 69,883 30,739 27,855 27,122 35,928 4,205 3,882 5,730 5,916 2,197 3,602 4,306 11,256 3,035 2,725 2,848 2,853 4,664 10,565 6,380 11,344 438,802 443,417 495,305 511,910 73,812 79,499 82,409 95,689 151,858 160,890 165,017 168,592 22,870 14,251 9,974 10,608 42,176 50,741 43,677 41,171 14,393 7,841 11,122 12,125 10,988 13,075 12,116 11,277 34,253 35,745 37,569 37,212 31,602 36,493 34,274 48,085 18,149 20,933 20,340 21,498 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1,082 434 891 116 49,406 38,726 69,809 176,681 450,589 458,628 487,198 623,054 (11,787) (15,211) 8,107 (111,144) 131,525$ 24,620$ 59,895$ 13,244$ ‐ ‐ ‐ ‐ 17,192 2,050 844 ‐ (150,550) (26,593) (59,893) ‐ 236 ‐ ‐ ‐ ‐ ‐ ‐ 13,500 313 70 248 301 270 384 310 753 91,524 107,167 105,394 143,275 (103,738) (118,037) (114,905) (155,888) (13,228) (10,339) (8,107) 15,185 ‐ ‐ ‐ 3,239 (25,015)$ (25,550)$ ‐$ (92,720)$ 12.67% 13.78% 13.30% 15.61% Fiscal Year 159 Total Estimated Assessed Fiscal Year Centrally Less: Total Taxable Direct Actual Value as a Ended Residential Personal Assessed Tax Assessed Tax Taxable Percentage of September 30 Property Property Property Exempt Value Rate Value Actual Value1 2009 86,949,935 2,430,996 202 10,718,166 78,662,967 4.1246 89,381,133 100% 2010 77,359,174 2,444,323 202 9,826,950 69,976,749 4.4236 79,803,699 100% 2011 67,947,039 2,259,654 171 8,770,667 61,436,197 4.4151 70,206,864 100% 2012 64,464,592 2,248,702 187 8,510,911 58,202,570 4.4149 66,713,481 100% 2013 64,723,621 2,240,098 184 8,471,142 58,492,761 4.4126 66,963,903 100% 2014 66,977,907 2,198,734 152 8,539,021 60,637,772 4.1592 69,176,793 100% 2015 71,149,974 2,186,145 195 8,739,269 64,597,045 4.1582 73,336,314 100% 2016 76,970,360 2,353,841 134 9,235,508 70,088,827 4.1572 79,324,335 100% 2017 91,067,675 2,448,008 246 9,905,936 83,609,993 4.2029 93,515,929 100% 2018 109,736,738 2,535,239 244 10,317,449 101,954,772 4.1851 112,272,221 100% Property is assessed as of January 1, and taxes based on these assessments are levied and become due on the following November 1. Therefore, assessments and levies applicable to a certain tax year are collected in the fiscal year ending during the next succeeding calendar year. 1The basis of assessed value required by the state is 100% of actual value including tax exemptions. Source: Property Appraiser Recapitulation Report COLLIER COUNTY, FLORIDA ASSESSED VALUE AND ESTIMATED ACTUAL VALUE OF TAXABLE PROPERTY LAST TEN FISCAL YEARS (amounts expressed in thousands) (unaudited) 160 Collier County Special Debt County Fiscal General Revenue Service School Independent Year Fund Funds Funds Total District Districts Total 2009 3.1469 0.7528 0.2249 4.1246 4.9090 1.2784 10.3120 2010 3.5645 0.7225 0.1366 4.4236 5.2390 1.3243 10.9869 2011 3.5645 0.6926 0.1580 4.4151 5.6990 1.3299 11.4440 2012 3.5645 0.7627 0.0877 4.4149 5.5270 1.2202 11.1621 2013 3.5645 0.7555 0.0926 4.4126 5.5760 1.2395 11.2281 2014 3.5645 0.5873 0.0074 4.1592 5.6900 1.2228 11.0720 2015 3.5645 0.5860 0.0077 4.1582 5.5800 1.1853 10.9235 2016 3.5645 0.5856 0.0071 4.1572 5.4800 1.1331 10.7703 2017 3.5645 0.6323 0.0061 4.2029 5.2450 1.1138 10.5617 2018 3.5645 0.6145 0.0061 4.1851 5.1220 1.2375 10.5446 Sources: Property Appraiser Recapitulation Report Collier County Adopted Budget Basis for property tax rates is 1 mill per $1,000 of assessed value. Property is assessed as of January 1 and taxes based on those assessments are levied according to the tax rate in effect that tax year and become due on November 1. Therefore, assessments and levies applicable to a certain tax year are collected in the fiscal year ending during the following calendar year. Other COLLIER COUNTY, FLORIDA PROPERTY TAX RATES ‐ ALL DIRECT AND OVERLAPPING GOVERNMENTS LAST TEN FISCAL YEARS (unaudited) 161 Property Percent of Property Percent of Taxes Total Taxes Total Owner/Taxpayer Levied Rank Taxes Levied Levied Rank Taxes Levied Florida Power & Light Company 3,134,250$ 1 0.33%2,547,742$ 1 0.30% HHR Naples LLC 1,866,428 2 0.20%1,630,872 2 0.19% The Moorings, Inc.1,314,683 3 0.14%798,946 9 0.09% Marco Hotel, LLC 1,202,688 4 0.13%‐ ‐ PR Mercato LLP 1,190,608 5 0.13%‐ ‐ CC‐Naples Inc 982,387 6 0.10%‐‐ Arthrex Manufacturing Inc.907,516 7 0.10%947,585 5 0.11% Lee County Electric Co‐Op, Inc.865,810 8 0.09%796,260 10 0.09% Coastland Center, LLC 747,629 9 0.08%‐‐ Collier HMA, Inc.720,518 10 0.07%886,172 7 0.10% Century Link ‐ ‐ 1,357,067 3 0.16% City National Bank of Miami ‐ ‐ 1,030,745 4 0.12% Naples HMA, Inc.‐ ‐ 890,173 6 0.10% Wal‐Mart Stores East LP ‐ ‐ 855,614 8 0.10% Total 12,932,517$ 1.37%11,741,176$ 1.35% Total Property Taxes Levied 944,774,029$ 857,168,443$ Amounts for taxpayers with similar names have not been combined. Source: Property Appraiser's taxpayer listing in order of taxes levied. Property Appraiser Recapitulation Report. Both documents requested from Vicky Downs, Property appraiser … vdowns@collierappraiser.com 2018 2009 COLLIER COUNTY, FLORIDA PRINCIPAL TAXPAYERS COUNTY‐WIDE 2018 TAX ROLL (unaudited) 162 Fiscal Year Total Tax Ended Levy for Collections in September 30 Fiscal Year Amount Percentage of Levy Subsequent Years Amount Percentage of Levy 2009 329,070 312,096 94.8%2,546 314,642 95.6% 2010 314,176 297,953 94.8%1,355 299,308 95.3% 2011 275,704 260,961 94.7%482 261,443 94.8% 2012 261,137 247,749 94.9%542 248,291 95.1% 2013 262,037 248,648 94.9%1,197 249,845 95.3% 2014 255,354 243,137 95.2%615 243,752 95.5% 2015 271,893 259,121 95.3%78 259,199 95.3% 2016 295,304 281,138 95.2%‐ 281,138 95.2% 2017 328,706 312,557 95.1%‐ 312,557 95.1% 2018 354,535 337,117 95.1%‐ 337,117 95.1% Fiscal Year of the Levy Total Collections to Date COLLIER COUNTY, FLORIDA PROPERTY TAX LEVIES AND COLLECTIONS LAST TEN FISCAL YEARS (amounts expressed in thousands) Collected within the (unaudited) 163 Limited General Loans and Loans and Total Percentage Fiscal Obligation Revenue Notes Capital Revenue Notes Capital Primary of Personal Per Year Bonds Bonds Payable Leases Bonds Payable Leases Government Income 1 Capita1 2009 37,700 392,124 89,590 599 153,973 106,935 492 781,413 3.94% 2,442 2010 29,854 435,590 19,690 439 148,782 106,509 636 741,500 3.76% 2,302 2011 14,684 415,855 16,914 269 143,992 99,517 387 691,618 3.62% 2,126 2012 9,994 391,123 9,686 412 138,983 92,438 175 642,811 3.31% 1,914 2013 4,664 373,862 7,432 323 106,565 111,787 40 604,673 3.01% 1,794 2014 4,223 367,665 7,081 230 95,570 113,013 1,222 589,004 2.67% 1,732 2015 3,369 348,278 6,401 1,519 89,690 104,475 1,074 554,806 2.26% 1,669 2016 2,941 327,650 5,845 937 84,681 95,707 1,247 519,008 2.01% 1,577 2017 2,499 306,302 5,072 316 80,176 87,519 865 482,749 1.57% 1,320 2018 2,037 286,190 16,515 236 110,010 77,945 521 493,454 1.51% 1,326 1See the Schedule of Demographic and Economic Statistics for personal income and population data Governmental Activities Business‐type Activities COLLIER COUNTY, FLORIDA RATIOS OF OUTSTANDING DEBT BY TYPE LAST TEN FISCAL YEARS (amounts expressed in thousands) (unaudited) 164 Estimated Estimated Percentage Share of Debt Applicable Based Overlapping Outstanding on Population (1) Debt Direct Debt: Governmental Activities Limited General Obligation Bonds 2,037,028$ 100.00% 2,037,028$ Gas Tax Revenue Bonds (2)85,857,098 100.00% 85,857,098 Special Obligation Revenue Bonds (2)200,332,347 100.00%200,332,347 Commercial Paper 11,900,000 100.00% 11,900,000 Notes Payable (2)4,615,198 100.00% 4,615,198 Capital Leases (2)236,433 100.00% 236,433 Total Governmental Activities Direct Debt 304,978,104 304,978,104 Business‐type Activities Revenue Bonds 110,010,269 100.00%110,010,269 Capital Leases (2)520,901 100.00% 520,901 Notes Payable (2)77,944,557 100.00% 77,944,557 Total Business‐type Activities Direct Debt 188,475,727 188,475,727 Subtotal, Direct Debt 493,453,831 493,453,831 Overlapping Debt: N/A ‐ 0.00%‐ Underlying Debt: City of Naples (3)8,744,058 5.08%444,198 City of Marco Island (4)9,826,427 4.08%400,918 City of Everglades (5)‐ ‐ Subtotal, Underlying Debt 18,570,485 9.16%845,116 Total Direct, Overlapping and Underlying Debt 512,024,316$ 494,298,947$ (1) Population numbers obtained from www.florida‐demographics.com/cities_by_population. (2) Totals consist of more than one issuance. (3) Governmental activities debt outstanding amount obtained from the City of Naples. (4) Governmental activities debt outstanding amount obtained from the City of Marco Island. (5) Governmental activities debt outstanding amount obtained from the City of Everglades. (unaudited) (unaudited) COLLIER COUNTY, FLORIDA DIRECT, OVERLAPPING AND UNDERLYING DEBT AS OF SEPTEMBER 30, 2018 LEGAL DEBT MARGIN INFORMATION AS OF SEPTEMBER 30, 2018 The Constitution of the State of Florida, Florida Statute 200.181 and Collier County set no legal debt limit. 165 Legally Gas Available Fiscal Tax Non‐Ad Valorem Year Collections Principal Interest Coverage Collections(5) Principal Interest Coverage 2009 18,456 6,660 7,922 1.27 ‐ ‐ ‐ N/A 2010 18,415 6,935 7,645 1.26 ‐ ‐ ‐ N/A 2011 18,312 7,185 7,399 1.26 76,416 1,545 2,597 18.45 2012 18,525 7,505 7,077 1.27 82,866 4,265 4,265 9.71 2013 18,229 7,855 6,453 1.27 86,640 9,695 7,249 5.11 2014 18,556 8,040 4,018 1.54 91,043 9,145 9,674 4.84 2015 19,547 9,440 3,697 1.49 102,375 8,885 9,426 5.59 2016 20,478 9,900 3,242 1.56 107,268 9,280 9,020 5.86 2017 21,799 10,195 2,939 1.66 108,577 9,705 8,591 5.93 2018 22,749 10,510 2,737 1.72 118,725 10,258 7,012 6.87 Water/ Sewer Less:Net Fiscal Charges Operating Available Year and Other(1) Expenses(2) Revenue Principal Interest Coverage(3) 2009 107,127 49,766 57,361 4,905 7,358 4.68 2010 101,830 50,893 50,937 5,274 6,843 4.20 2011 106,839 60,107 46,732 4,969 6,711 4.00 2012 104,164 58,155 46,009 5,189 6,494 3.94 2013 105,682 68,916 36,766 5,422 6,268 3.15 2014 109,514 69,710 39,804 5,967 3,986 4.00 2015 118,066 74,344 43,722 6,073 3,639 4.50 2016 125,456 84,474 40,982 3,986 2,841 6.00 2017 136,064 97,904 38,160 3,902 2,818 5.68 2018 155,847 90,507 65,340 5,528 3,050 7.62 (1) Operating revenues plus other income; certain interest income gain on disposal of assets, capital grants and contributions and transfers in are not included. (2) Total operating expenses, excluding depreciation and amortization; loss on disposal of assets, interest expense and transfers out are not included. (3) Net available revenue divided by total bonded debt service requirements for the County Water and Sewer District. (4) Special Obligation Bonds were first issued in FY‐2010, debt service payments commenced in FY‐2011. (5) The revenues that comprise the legally available non‐ad valorem revenues are defined by bond documents; these revenues include Sales Tax and certain impact fees. COLLIER COUNTY, FLORIDA PLEDGED‐REVENUE COVERAGE Debt Service Gas Tax Bonds Debt Service Special Obligation Bonds(4) LAST TEN FISCAL YEARS (amounts expressed in thousands) (unaudited) Governmental Activities: Debt Service Business‐type Activities: Water and Sewer Revenue Bonds 166 Per Capita Fiscal Personal Personal Median School Unemployment Year Population(1) Income(2) Income(3) Age(4) Enrollment(5) Rate(6) 2009 333,032 19,846,737,000 63,276 45.1 42,534 10.0% 2010 331,800 19,739,453,000 62,559 45.2 42,716 12.2% 2011 321,520 19,127,928,000 60,049 45.9 42,921 11.4% 2012 323,785 19,446,631,000 59,264 46.9 43,238 9.3% 2013 329,849 20,075,468,000 60,391 47.1 43,789 7.2% 2014 339,642 22,033,344,000 64,872 47.4 44,415 6.3% 2015 348,777 24,571,667,000 73,869 47.5 45,228 5.2% 2016 353,936 25,763,656,000 78,473 47.9 47,289 4.9% 2017 360,846 30,708,249,000 84,101 48.5 49,394 3.6% 2018 368,534 32,749,753,000 87,829 49.7 47,934 3.3% Sources: (1)www.colliergov.net/your-government/divisions-a-e/comprehensive-planning/population-and-demograph (2)https://fred.stlouisfed.org/series/PI12021 (3)https://fred.stlouisfed.org/series/PCPI12021 (4)https://fred.stlouisfed.org/series/B01002001E012021 (5)www.collierschools.com/Page/349 (6)www.floridajobs.org (unaudited) COLLIER COUNTY, FLORIDA DEMOGRAPHIC AND ECONOMIC STATISTICS LAST TEN FISCAL YEARS 167 Percent of Percent of Total County Total County Employer Employees Rank Employment Employees Rank Employment Collier County Public Schools 5,606 1 3.84%4,728 2 4.06% NCH Healthcare System 4,315 2 2.96%5,000 1 4.29% Arthex, Inc 2,355 4 1.61% Collier County Government (excl. Sheriff)2,313 3 1.59%2,276 5 1.95% Collier County Sheriff's Office 1,405 5 0.96%1,387 7 1.19% Publix Supermarkets 1,257 6 0.86%3,246 3 2.79% Ritz Carlton Hotel 1,100 7 0.75%‐ ‐ Seminole Casino ‐ Immokalee 1,068 8 0.73%‐‐ JW Marriott ‐ Marco Island 1,050 9 0.72%2,328 4 2.00% Naples Grande Beach Resort (1)700 10 0.48%‐‐ Other employers 124,840 85.50%97,580 83.73% Totals 146,009 100.00%116,545 100.00% (1) The Naples Grande Beach Resort property has also operated as the Registry Resort and the Waldorf Astoria Naples in recent years. Sources: Southwest Florida Economic Development Alliance Collier County Public Schools NCH Healthcare System Publix Corporate Office Arthrex, Inc. 2016 Collier County Budget Book COLLIER COUNTY, FLORIDA PRINCIPAL EMPLOYERS (unaudited) 2018 2009 168 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 Function: General government 1,299 1,351 1,262 1,217 1,216 1,203 1,222 1,219 1,252 1,342 Public safety 1,089 1,112 1,124 1,096 1,072 1,061 1,061 1,062 1,053 1,064 Physical environment 73 73 70 69 67 67 69 66 66 69 Transportation 224 219 211 192 187 187 199 213 234 257 Economic environment 30 29 26 27 28 26 28 27 22 22 Human services 58 58 56 56 53 51 50 50 54 55 Culture and recreation 337 324 304 298 294 289 293 293 308 328 Water and Sewer 414 410 384 342 340 342 344 344 335 335 Solid Waste 43 31 28 27 28 29 27 27 27 27 Emergency Medical Services 199 194 193 193 172 172 172 172 183 185 Airport Authority 15 15 15 14 14 16 16 16 16 16 Collier Area Transit 5 4 4 3 3 3 3 1 1 1 Total 3,786 3,820 3,677 3,534 3,474 3,446 3,484 3,490 3,551 3,701 (1) Includes the Board of County Commissioners and the Constitutional Officers COLLIER COUNTY, FLORIDA BUDGETED FULL‐TIME EQUIVALENT COUNTY EMPLOYEES BY FUNCTION (1) LAST TEN FISCAL YEARS (unaudited) Fiscal Year 169 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 Function: Police: Physical arrests 9,266 8,269 9,359 9,347 11,277 11,277 11,297 20,180 13,310 15,671 Parking violations 894 1,068 867 931 964 1,182 1,175 1,479 1,283 1,297 Traffic violations 17,157 15,473 14,462 16,355 19,868 22,211 19,237 19,680 22,051 28,308 Fire: Fires reported ** **31 82 37 52 46 468 498 533 Emergency responses (exclude fires) ** **839 1,093 1,080 1,024 764 569 825 760 Number of calls answered 804 795 870 1,175 1,117 1,076 810 1,037 1,323 1,293 Transportation: Collier Area Transit ridership 944,931 996,687 1,082,519 1,177,029 1,181,530 1,361,294 1,207,866 1,154,702 1,064,910 1,109,710 Street resurfacing (lane miles) 40 38 34 34 80 78 142 131 85 97 Culture and recreation: Beach parking stickers issued 143,500 149,490 139,828 134,051 181,878 122,415 114,778 312,144 98,093 132,218 Library circulation 2,253,555 2,193,351 2,349,418 2,302,017 2,578,588 2,578,589 2,768,648 2,760,427 2,969,238 3,034,439 Water: New connections 2,776 1,951 2,023 2,204 1,878 1,417 1,189 921 909 704 Wastewater: Average daily sewage treatment 18,030 18,555 17,864 17,090 17,150 16,954 15,834 14,747 14,326 13,769 (millions of gallons) ** ‐ Due to the consolidation of Fire Districts, this information is no longer being tracked. Sources: Police‐Collier County Sheriff's Department Fire‐Collier County Bureau of Emergency Services, Greater Naples Fire District Transportation‐Collier County Alternative Transportation , Road and Bridge Culture and Recreation‐Collier County Parks and Recreation, Public Library Water‐Collier County Utility Billing Wastewater‐Collier County Wastewater COLLIER COUNTY, FLORIDA OPERATING INDICATORS BY FUNCTION LAST TEN FISCAL YEARS (unaudited) Fiscal Year 170 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 Function: Public Safety: Police stations 7 7 7 7 7 7 7 7 7 7 Patrol units 272 270 274 276 276 275 275 275 275 275 Fire: Fire stations 4 4 4 4 4 3 3 3 3 3 Highways and streets: Streets (miles)1,166 1,161 1,159 1,149 1,151 1,184 1,184 1,184 1,184 1,184 Streetlights 5,083 5,074 5,182 4,958 4,958 4,868 4,781 4,759 4,701 4,485 Traffic signals 377 374 365 360 370 353 297 295 283 283 Culture and recreation: Parks acreage 1,521 1,521 1,521 1,521 1,521 1,521 1,520 1,511 1,473 1,473 Parks 61 61 61 61 61 61 61 60 59 59 Swimming pools 9 8 8 8 8 8 8 8 8 8 Tennis courts 45 45 45 45 45 45 45 45 45 45 Community centers 9 9 9 9 8 8 8 8 8 8 Libraries 10 10 10 10 10 10 10 10 10 10 Number of volumes in libraries 593,378 557,188 567,248 605,408 683,237 692,229 673,131 741,389 797,823 797,978 Water: Number of customers 71,614 66,010 61,830 59,443 57,548 55,878 54,190 53,181 51,796 51,499 Water mains (miles) 1,132 1,067 1,015 986 925 888 888 886 886 886 Maximum daily capacity (per million gallons) 30,956 32,243 33,877 31,376 30,460 30,120 29,988 29,616 28,368 33,340 Wastewater: Sanitary sewers (miles) 1,156 1,085 1,021 1,028 1,030 1,081 1,116 1,115 1,095 1,081 Primary and secondary drainage facilities 312 289 294 306 306 305 305 303 303 303 Police‐Collier County Sheriff's Department Fire‐Collier County Bureau of Emergency Services Highway and Streets‐Collier County Traffic Operations, Transportation Engineering, Road and Bridge Culture and Recreation‐Collier County Public Library, Parks and Recreation Water‐Collier County Water, Utility Billing Wastewater‐Collier County Stormwater, Wastewater COLLIER COUNTY, FLORIDA CAPITAL ASSET STATISTICS BY FUNCTION LAST TEN FISCAL YEARS (unaudited) Fiscal Year 171 THIS PAGE INTENTIONALLY LEFT BLANK SINGLE AUDIT/FEDERAL AND STATE SCHEDULE OF FINANCIAL ASSISTANCE The Single Audit/Federal and State schedule of financial assistance section presents Grants compliance reports filed by Collier County with Federal government and State government, respectively. THIS PAGE INTENTIONALLY LEFT BLANK INDEPENDENT AUDITORS’ REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS Honorable Board of County Commissioners Collier County, Florida We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of the governmental activities, the business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of Collier County, Florida (County), as of and for the year ended September 30, 2018, and the related notes to the financial statements, which collectively comprise the County’s basic financial statements, and have issued our report thereon dated February 15, 2019. Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the County’s internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the County’s internal control. Accordingly, we do not express an opinion on the effectiveness of the County’s internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. 175 Honorable Board of County Commissioners Collier County, Florida Compliance and Other Matters As part of obtaining reasonable assurance about whether the County’s financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose. CliftonLarsonAllen LLP Naples, Florida February 15, 2019 176 INDEPENDENT AUDITORS’ REPORT ON COMPLIANCE FOR EACH MAJOR FEDERAL PROGRAM AND STATE PROJECT AND REPORT ON INTERNAL CONTROL OVER COMPLIANCE REQUIRED BY THE UNIFORM GUIDANCE AND CHAPTER 10.550, RULES OF THE AUDITOR GENERAL OF THE STATE OF FLORIDA Honorable Board of County Commissioners Collier County, Florida Report on Compliance for Each Major Federal Program and State Project We have audited Collier County, Florida’s (County) compliance with the types of compliance requirements described in the OMB Compliance Supplement and the requirements described in the State of Florida Department of Financial Services’ State Projects Compliance Supplement that could have a direct and material effect on each of the County’s major federal programs and state projects for the year ended September 30, 2018. The County’s major federal programs and state projects are identified in the summary of auditors’ results section of the accompanying schedule of findings and questioned costs. Management’s Responsibility Management is responsible for compliance with the requirements of laws, regulations, contracts, and grants applicable to its federal programs and state projects. Auditors’ Responsibility Our responsibility is to express an opinion on compliance for each of the County’s major federal programs and state projects based on our audit of the types of compliance requirements referred to above. We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; the audit requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance) and Chapter 10.550, Rules of the Auditor General Local Governmental Entity Audits. Those standards, the Uniform Guidance, and Chapter 10.550 require that we plan and perform the audit to obtain reasonable assurance about whether noncompliance with the types of compliance requirements referred to above that could have a direct and material effect on a major federal program or state project occurred. An audit includes examining, on a test basis, evidence about the County’s compliance with those requirements and performing such other procedures as we considered necessary in the circumstances. We believe that our audit provides a reasonable basis for our opinion on compliance for each major federal program and state project. However, our audit does not provide a legal determination of the County’s compliance. 177 Honorable Board of County Commissioners Collier County, Florida Opinion on Each Major Federal Program and State Project In our opinion, the County complied, in all material respects, with the types of compliance requirements referred to above that could have a direct and material effect on each of its major federal programs and state projects for the year ended September 30, 2018. Other Matters The results of our auditing procedures disclosed instances of noncompliance, which are required to be reported in accordance with Chapter 10.550 and are described in the accompanying schedule of findings and questioned costs as item 2018-001. Our opinion on each major federal program and state project is not modified with respect to these matters. The County’s response to the noncompliance findings identified in our audit is described in the accompanying schedule of findings and questioned costs. The County’s response was not subjected to the auditing procedures applied in the audit of compliance and, accordingly, we express no opinion on the response. Report on Internal Control Over Compliance Management of the County is responsible for establishing and maintaining effective internal control over compliance with the types of compliance requirements referred to above. In planning and performing our audit of compliance, we considered the County’s internal control over compliance with the types of requirements that could have a direct and material effect on each major federal program or state project to determine the auditing procedures that are appropriate in the circumstances for the purpose of expressing an opinion on compliance for each major federal program and state project and to test and report on internal control over compliance in accordance with the Uniform Guidance and Chapter 10.550, but not for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, we do not express an opinion on the effectiveness of the County’s internal control over compliance. A deficiency in internal control over compliance exists when the design or operation of a control over compliance does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, noncompliance with a type of compliance requirement of a federal program or state project on a timely basis. A material weakness in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance, such that there is a reasonable possibility that material noncompliance with a type of compliance requirement of a federal program or state project will not be prevented, or detected and corrected, on a timely basis. A significant deficiency in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance with a type of compliance requirement of a federal program or state project that is less severe than a material weakness in internal control over compliance, yet important enough to merit attention by those charged with governance. Our consideration of internal control over compliance was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control over compliance that might be material weaknesses or significant deficiencies and therefore, material weaknesses or significant deficiencies may exist that have not been identified. We did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses. However, we did identify a certain deficiency in internal control over compliance, described in the accompanying schedule of findings and questioned costs as item 2018-001, that we consider to be a significant deficiency. 178 Honorable Board of County Commissioners Collier County, Florida The County’s response to the internal control over compliance findings identified in our audit is described in the accompanying schedule of findings and questioned costs. The County’s response was not subjected to the auditing procedures applied in the audit of compliance and, accordingly, we express no opinion on the response. The purpose of this report on internal control over compliance is solely to describe the scope of our testing of internal control over compliance and the results of that testing based on the requirements of the Uniform Guidance and Chapter 10.550. Accordingly, this report is not suitable for any other purpose. CliftonLarsonAllen LLP Naples, Florida February 15, 2019 179 CFDA / FEDERAL AWARD IDENTIFICATION / CSFA GRANT / CONTRACT TRANSFERS TO NUMBER NUMBER EXPENDITURES SUBRECIPIENTS U.S. Department of Agriculture Direct Programs: Rural Business Cooperative Service: Rural Business Development Grant 10.351 RO87213 53185 13,601$ ‐$ Natural Resources Conservation Service: Emergency Watershed Protection Program 10.923 NR184209XXXXC028 3,924,916 ‐ Indirect Programs: Florida Department of Agriculture and Consumer Services: Child Nutrition Cluster: Summer Food Service Program for Children 10.559 018588 65,218 ‐ Total Child Nutrition Cluster 65,218 ‐ Total U.S. Department of Agriculture 4,003,735 ‐ U.S. Department of Housing and Urban Development Direct Programs: Assistant Secretary for Community Planning and Development: CDBG ‐ Entitlement Grants Cluster: Community Development Block Grants/Entitlement Grants 14.218 B‐02‐UC‐12‐0016 49,422 49,422 Community Development Block Grants/Entitlement Grants 14.218 B‐03‐UC‐12‐0016 3,480 3,480 Community Development Block Grants/Entitlement Grants 14.218 B‐04‐UC‐12‐0016 8,912 8,912 Community Development Block Grants/Entitlement Grants 14.218 B‐05‐UC‐12‐0016 50,127 45,855 Community Development Block Grants/Entitlement Grants 14.218 B‐07‐UC‐12‐0016 141,472 141,472 Community Development Block Grants/Entitlement Grants 14.218 B‐08‐UN‐12‐0003 445,357 ‐ Community Development Block Grants/Entitlement Grants 14.218 B‐11‐UC‐12‐0016 5,000 5,000 Community Development Block Grants/Entitlement Grants 14.218 B‐11‐UN‐12‐0003 230,178 ‐ Community Development Block Grants/Entitlement Grants 14.218 B‐12‐UC‐12‐0016 39,346 39,346 Community Development Block Grants/Entitlement Grants 14.218 B‐13‐UC‐12‐0016 20,975 20,975 Community Development Block Grants/Entitlement Grants 14.218 B‐14‐UC‐12‐0016 272,195 272,195 Community Development Block Grants/Entitlement Grants 14.218 B‐15‐UC‐12‐0016 113,408 112,631 Community Development Block Grants/Entitlement Grants 14.218 B‐16‐UC‐12‐0016 1,349,579 342,135 Community Development Block Grants/Entitlement Grants 14.218 B‐17‐UC‐12‐0016 865,027 374,073 Total CFDA 3,594,478 1,415,496 Total CDBG ‐ Entitlement Grants Cluster 3,594,478 1,415,496 Emergency Solutions Grant Program 14.231 E‐16‐UC‐12‐0016 37,059 26,071 Emergency Solutions Grant Program 14.231 E‐17‐UC‐12‐0016 141,241 102,591 Total CFDA 178,300 128,662 Home Investment Partnerships Program 14.239 M‐09‐UC‐12‐0217 28,337 ‐ Home Investment Partnerships Program 14.239 M‐10‐UC‐12‐0217 39,077 ‐ Home Investment Partnerships Program 14.239 M‐11‐UC‐12‐0217 6,864 ‐ Home Investment Partnerships Program 14.239 M‐13‐UC‐12‐0217 39,973 39,973 Home Investment Partnerships Program 14.239 M‐14‐UC‐12‐0217 100,596 4,155 Home Investment Partnerships Program 14.239 M‐15‐UC‐12‐0217 171,671 ‐ Home Investment Partnerships Program 14.239 M‐17‐UC‐12‐0217 52,322 ‐ Total CFDA 438,840 44,128 Total U.S. Department of Housing and Urban Development 4,211,618 1,588,286 U.S. Department of the Interior Direct Programs: Office of the Secretary of the Interior: Payments in Lieu of Taxes 15.226 Collier County 1,385,819 ‐ (Continued) See accompanying notes to the schedule of expenditures of federal awards and state projects. PASS‐THROUGH ENTITY COLLIER COUNTY, FLORIDA SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS AND STATE FINANCIAL ASSISTANCE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 FEDERAL / STATE AGENCY FEDERAL PROGRAM / STATE PROJECT 180 CFDA / FEDERAL AWARD IDENTIFICATION / CSFA GRANT / CONTRACT TRANSFERS TO NUMBER NUMBER EXPENDITURES SUBRECIPIENTS PASS‐THROUGH ENTITY COLLIER COUNTY, FLORIDA SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS AND STATE FINANCIAL ASSISTANCE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 FEDERAL / STATE AGENCY FEDERAL PROGRAM / STATE PROJECT U.S. Fish and Wildlife Service: Partners for Fish and Wildlife 15.631 F14AC00709 5,006$ ‐$ National Wildlife Refuge Fund 15.659 Collier County 151,416 ‐ Total U.S. Department of the Interior 1,542,241 ‐ U.S. Department of Justice Direct Programs: Community Oriented Policing Services: Public Safety Partnership and Community Policing Grants 16.710 2012ULWX0008 65,650 ‐ Public Safety Partnership and Community Policing Grants 16.710 2013ULWX0047 22,775 ‐ Total CFDA 88,425 ‐ Criminal Division: Equitable Sharing Program 16.922 Collier County Sheriff 53,367 ‐ Office of Justice Programs: Drug Court Discretionary Grant Program 16.585 2017‐DC‐BX‐0053 74,904 62,417 Edward Byrne Memorial Justice Assistance Grant Program 16.738 2016‐DJ‐BX‐0846 33,949 ‐ Indirect Programs: Florida Department of Law Enforcement: Edward Byrne Memorial Justice Assistance Grant Program 16.738 2017‐JAGC‐COLL‐1‐F9‐136 22,974 ‐ Total CFDA 56,923 ‐ Florida Department of Legal Affairs: Crime Victim Assistance 16.575 VOCA‐2017‐Collier County Sheriff's ‐00017 174,979 ‐ Total U.S. Department of Justice 448,598 62,417 U.S. Department of Transportation Direct Programs: Federal Aviation Administration (FAA): Airport Improvement Program 20.106 3‐12‐0021‐004‐2017 49,105 ‐ Airport Improvement Program 20.106 3‐12‐0031‐009‐2016 33,153 ‐ Airport Improvement Program 20.106 3‐12‐0031‐010‐2016 2,012 ‐ Airport Improvement Program 20.106 3‐12‐0031‐011‐2017 914,527 ‐ Airport Improvement Program 20.106 3‐12‐0142‐011‐2016 18,050 ‐ Total CFDA 1,016,847 ‐ Federal Transit Administration (FTA): Federal Transit Cluster: Federal Transit Formula Grants 20.507 FL‐90‐X766‐00 63,623 ‐ Federal Transit Formula Grants 20.507 FL‐90‐X853‐00 203,636 ‐ Federal Transit Formula Grants 20.507 FL‐95‐X062‐00 127,381 ‐ Federal Transit Formula Grants 20.507 FL‐95‐X085‐00 2,699 ‐ Federal Transit Formula Grants 20.507 FL‐95‐X086‐00 30,011 ‐ Federal Transit Formula Grants 20.507 FL‐2016‐056‐00 1,390,850 ‐ Federal Transit Formula Grants 20.507 FL‐2017‐035‐00 738,342 ‐ Federal Transit Formula Grants 20.507 FL‐2017‐055‐00 6,300 ‐ Federal Transit Formula Grants 20.507 FL‐2018‐034‐00 1,447,461 ‐ Federal Transit Formula Grants 20.507 FL‐2018‐098‐00 79,977 ‐ Total CFDA 4,090,280 ‐ Bus and Bus Facilities Formula Program 20.526 FL‐34‐0019‐00 89,268 ‐ Bus and Bus Facilities Formula Program 20.526 FL‐34‐0036‐00 347,686 ‐ Bus and Bus Facilities Formula Program 20.526 FL‐2017‐017‐00 35,153 ‐ Total CFDA 472,107 ‐ Total Federal Transit Cluster 4,562,387 ‐ (Continued) 181 CFDA / FEDERAL AWARD IDENTIFICATION / CSFA GRANT / CONTRACT TRANSFERS TO NUMBER NUMBER EXPENDITURES SUBRECIPIENTS PASS‐THROUGH ENTITY COLLIER COUNTY, FLORIDA SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS AND STATE FINANCIAL ASSISTANCE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 FEDERAL / STATE AGENCY FEDERAL PROGRAM / STATE PROJECT Indirect Programs: Florida Department of Transportation: Highway Planning and Construction Cluster: Highway Planning and Construction 20.205 G0B56 461,483$ ‐$ Highway Planning and Construction 20.205 G0870 36,310 ‐ Highway Planning and Construction 20.205 G0B79 600,000 ‐ Highway Planning and Construction 20.205 G0B81 76,084 ‐ Highway Planning and Construction 20.205 G0L51 21,425 ‐ Highway Planning and Construction 20.205 G0L52 85,168 ‐ Highway Planning and Construction 20.205 G0L53 53,531 ‐ Highway Planning and Construction 20.205 G0L54 41,286 ‐ Highway Planning and Construction 20.205 G0L55 15,955 ‐ Highway Planning and Construction 20.205 G0L59 20,351 ‐ Highway Planning and Construction 20.205 G0R30 9,798 ‐ Highway Planning and Construction 20.205 G0S32 14,180 ‐ Highway Planning and Construction 20.205 G0Y70 130,173 ‐ Total CFDA 1,565,744 ‐ Total Highway Planning and Construction Cluster 1,565,744 ‐ Metropolitan Transportation Planning and State and Non‐Metropolitan Planning and Research 20.505 G0581 55,679 ‐ Formula Grants for Rural Areas 20.509 G0738 401,521 ‐ Transit Services Programs Cluster: Enhanced Mobility of Seniors and Individuals with Disabilities 20.513 FL‐16‐0041 266,730 ‐ Enhanced Mobility of Seniors and Individuals with Disabilities 20.513 FL‐16‐0042 10,989 ‐ Total CFDA 277,719 ‐ Total Transit Services Programs Cluster 277,719 ‐ Total U.S. Department of Transportation 7,879,897 ‐ U.S. Department of the Treasury Direct Programs: Resources and Ecosystems Sustainability, Tourist Opportunities, and Revived Economies of the Gulf Coast States 21.015 1 RDCGR060041‐01‐00 76,109 ‐ Total U.S. Department of the Treasury 76,109 ‐ U.S. Election Assistance Commission Indirect Programs: Florida Department of State: Help America Vote Act Requirements Payments 90.401 2017‐2018‐0001‐CLL 31,295 ‐ Help America Vote Act Requirements Payments 90.401 2018‐2019‐001‐CLL 3,591 ‐ Help America Vote Act Requirements Payments 90.401 2018‐2019‐002‐CLL 15,426 ‐ Total U.S. Election Assistance Commission 50,312 ‐ U.S. Department of Health and Human Services Indirect Programs: Florida Department of Elder Affairs ‐ Area Agency on Aging for Southwest Florida, Inc.: Aging Cluster: Special Programs for the Aging, Title III, Part B, Grants for Supportive Services and Senior Centers 93.044 OAA 203.17 16,868 ‐ Special Programs for the Aging, Title III, Part B, Grants for Supportive Services and Senior Centers 93.044 OAA 203.18 264,548 ‐ Total CFDA 281,416 ‐ (Continued) 182 CFDA / FEDERAL AWARD IDENTIFICATION / CSFA GRANT / CONTRACT TRANSFERS TO NUMBER NUMBER EXPENDITURES SUBRECIPIENTS PASS‐THROUGH ENTITY COLLIER COUNTY, FLORIDA SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS AND STATE FINANCIAL ASSISTANCE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 FEDERAL / STATE AGENCY FEDERAL PROGRAM / STATE PROJECT Special Programs for the Aging, Title III, Part C, Nutrition Services 93.045 OAA 203.17 98,137$ ‐$ Special Programs for the Aging, Title III, Part C, Nutrition Services 93.045 OAA 203.18 380,410 ‐ Total CFDA 478,547 ‐ Nutrition Services Incentive Program 93.053 OAA 203.17 12,370 ‐ Nutrition Services Incentive Program 93.053 OAA 203.18 29,600 ‐ Total CFDA 41,970 ‐ Total Aging Cluster 801,933 ‐ National Family Caregiver Support, Title III, Part E 93.052 OAA 203.17 22,403 ‐ National Family Caregiver Support, Title III, Part E 93.052 OAA 203.18 79,246 ‐ Total CFDA 101,649 ‐ Florida Department of Revenue: Child Support Enforcement 93.563 COC11 193,007 ‐ Total U.S. Department of Health and Human Services 1,096,589 ‐ Corporation for National and Community Service Direct Programs: Retired and Senior Volunteer Program 94.002 15SRSFL015 44,779 ‐ Retired and Senior Volunteer Program 94.002 18SRSFL005 15,727 ‐ Total Corporation for National and Community Service 60,506 ‐ Executive Office of the President Direct Programs: High Intensity Drug Trafficking Areas Program 95.001 G17MI0015A 129,604 ‐ Total Executive Office of the President 129,604 ‐ U.S. Department of Homeland Security Indirect Programs: Executive Office of the Governor ‐ Florida Division of Emergency Management: Disaster Grants ‐ Public Assistance (Presidentially Declared Disasters) 97.036 Z0001 11,087,017 ‐ Disaster Grants ‐ Public Assistance (Presidentially Declared Disasters) 97.036 Z0237 5,309,282 ‐ Total CFDA 16,396,299 ‐ Emergency Management Performance Grants 97.042 18‐FG‐7A‐09‐21‐01‐190 105,475 ‐ Fire Management Assistance Grant 97.046 Z0305 129,743 ‐ Homeland Security Grant Program 97.067 17‐DS‐V4‐09‐21‐23‐283 65,881 ‐ Homeland Security Grant Program 97.067 18‐DS‐X1‐09‐21‐01‐326 25,383 ‐ Homeland Security Grant Program 97.067 18‐DS‐X1‐09‐21‐23‐165 149,085 ‐ Homeland Security Grant Program 97.067 19‐DS‐X5‐09‐21‐23‐050 27,187 ‐ Total CFDA 267,536 ‐ Total U.S. Department of Homeland Security 16,899,053 ‐ 36,398,262$ 1,650,703$ (Continued) TOTAL EXPENDITURES OF FEDERAL AWARDS 183 CFDA / FEDERAL AWARD IDENTIFICATION / CSFA GRANT / CONTRACT TRANSFERS TO NUMBER NUMBER EXPENDITURES SUBRECIPIENTS PASS‐THROUGH ENTITY COLLIER COUNTY, FLORIDA SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS AND STATE FINANCIAL ASSISTANCE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 FEDERAL / STATE AGENCY FEDERAL PROGRAM / STATE PROJECT Direct Projects: Emergency Management Programs 31.063 18‐BG‐W9‐09‐21‐01‐189 93,334$ ‐$ Emergency Management Programs 31.063 19‐BG‐21‐09‐21‐01‐019 16,126 ‐ Total Florida Executive Office of the Governor 109,460 ‐ Direct Projects: Beach Management Funding Assistance Program 37.003 14CO1 33,986 ‐ Statewide Surface Water Restoration and Wastewater Projects 37.039 AB005 37,924 ‐ Statewide Surface Water Restoration and Wastewater Projects 37.039 S0859 85,551 ‐ Total CSFA 123,475 ‐ Total Florida Department of Environmental Protection 157,461 ‐ Florida Housing Finance Corporation Direct Projects: 40.901 Collier County FY 2015‐2016 716,278 ‐ 40.901 Collier County FY 2016‐2017 344,759 19,350 40.901 Collier County FY 2017‐2018 162,627 ‐ Total CSFA 1,223,664 19,350 State Housing Initiatives Partnership (SHIP) Program 52.901 Collier County FY 2014‐2015 501,406 79,995 Total Florida Housing Finance Corporation 1,725,070 99,345 Direct Projects: State Aid to Libraries 45.030 15‐ST‐08 54,627 ‐ State Aid to Libraries 45.030 16‐ST‐08 100,898 ‐ Total Florida Department of State and Secretary of State 155,525 ‐ Direct Projects: Aviation Grant Programs 55.004 G0E50 771,102 ‐ Aviation Grant Programs 55.004 G0E60 42,709 ‐ Aviation Grant Programs 55.004 G0E63 1,842 ‐ Aviation Grant Programs 55.004 G0O39 2,630 ‐ Aviation Grant Programs 55.004 G0O51 26,063 ‐ Total CSFA 844,346 ‐ Public Transit Block Grant Program 55.010 AQQ16 32,146 ‐ Public Transit Block Grant Program 55.010 G0Q98 800,020 ‐ Total CSFA 832,166 ‐ Public Transit Service Development Program 55.012 AQQ85 60,201 ‐ Public Transit Service Development Program 55.012 ARJ84 63,597 ‐ Public Transit Service Development Program 55.012 G0G64 48,277 ‐ Total CSFA 172,075 ‐ Transportation Regional Incentive Program (TRIP) 55.026 G0B39 440,316 ‐ Local Transportation Projects 55 039 G0T26 3,000 ‐ Indirect Projects: Commission for the Transportation Disadvantaged: Florida Commission for the Transportation Disadvantaged (CTD) Trip and Equipment Grant Program 55.001 G0M34 540,455 ‐ Florida Commission for the Transportation Disadvantaged (CTD) Trip and Equipment Grant Program 55.001 G0X18 187,657 ‐ Total CSFA 728,112 ‐ (Continued) Florida Department of State and Secretary of State Florida Department of Transportation Florida Executive Office of the Governor Florida Department of Environmental Protection State Housing Initiatives Partnership Program (SHIP) State Housing Initiatives Partnership Program (SHIP) State Housing Initiatives Partnership Program (SHIP) 184 CFDA / FEDERAL AWARD IDENTIFICATION / CSFA GRANT / CONTRACT TRANSFERS TO NUMBER NUMBER EXPENDITURES SUBRECIPIENTS PASS‐THROUGH ENTITY COLLIER COUNTY, FLORIDA SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS AND STATE FINANCIAL ASSISTANCE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 FEDERAL / STATE AGENCY FEDERAL PROGRAM / STATE PROJECT Florida Commission for the Transportation Disadvantaged (CTD) Planning Grant Program 55.002 G0N23 21,801$ ‐$ Total Florida Department of Transportation 3,041,816 ‐ Florida Department of Children and Families Direct Projects: Criminal Justice, Mental Health, and Substance Abuse Reinvestment Grant Program 60.115 LHZ54 329,658 308,159 Total Florida Department of Children and Families 329,658 308,159 Florida Department of Health Direct Projects: Emergency Medical Services (EMS) Matching Awards 64.003 M5002 103,249 ‐ County Grant Awards 64.005 C5011 1,799 ‐ County Grant Awards 64.005 C6011 16,432 ‐ Total CSFA 18,231 ‐ Total Florida Department of Health 121,480 ‐ Indirect Projects: Area Agency on Aging for Southwest Florida, Inc.: Home Care for the Elderly 65.001 HCE 203.17 17,009 ‐ Home Care for the Elderly 65.001 HCE 203.18 12,993 ‐ Total CSFA 30,002 ‐ Alzheimer's Respite Services 65.004 ADI 203.17 316,600 ‐ Alzheimer's Respite Services 65.004 ADI 203.18 107,383 ‐ Total CSFA 423,983 ‐ Community Care for the Elderly 65.010 CCE 203.17 698,510 ‐ Community Care for the Elderly 65.010 CCE 203.18 196,653 ‐ Total CSFA 895,163 ‐ Total Florida Department of Elder Affairs 1,349,148 ‐ Florida Fish and Wildlife Conservation Commission Direct Projects: Bear Resistant Equipment 77.034 Collier County 3,087 ‐ Total Florida Fish and Wildlife Conservation Commission 3,087 ‐ TOTAL EXPENDITURES OF STATE FINANCIAL ASSISTANCE 6,992,705$ 407,504$ Florida Department of Elder Affairs 185 COLLIER COUNTY, FLORIDA NOTES TO THE SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS AND STATE FINANCIAL ASSISTANCE YEAR ENDED SEPTEMBER 30, 2018 1. Basis of Presentation The accompanying Schedule of Expenditures of Federal Awards and State Projects (the Schedule) includes the Federal and State grant activity for Collier County, Florida (the County) and is presented on the modified accrual basis of accounting for expenditures accounted for in the governmental funds and the accrual basis of accounting for expenditures in proprietary funds. Under the modified accrual basis, revenue is recognized if it is both measurable and available for use during the fiscal year and expenditures are recognized in the period liabilities are incurred, if measurable. Under the accrual basis, expenditures are recognized in the period liabilities are incurred. The information in the schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance), and Section 215.97, Florida Statutes. Therefore, some amounts presented in the Schedule may differ from amounts presented, or used in the preparation of, the basic financial statements for the fiscal year ended September 30, 2018. 2. Contingency The grant revenue amounts received are subject to audit and adjustment. If any expenditures or expenses are disallowed by the grantor agencies as a result of such an audit, any claim for reimbursement to the grantor agencies would become a liability of the County. 3. Indirect Cost Rate The County has not elected to use the 10 percent de minimus cost rate allowed under the Uniform Guidance. 4. Disaster Grants ‐ Public Assistance (Presidentially Declared Disasters) (97.036) After a presidentially declared disaster, FEMA provides Disaster Grants – Public Assistance (Presidentially Declared Disasters) (CFDA 97.036) to reimburse eligible costs associated with debris removal, emergency protective measures and the repair, restoration, reconstruction or replacement of public facilities or infrastructure damaged or destroyed. Reimbursements are provided in the form of cost‐shared grants. Hurricane Irma (FEMA‐4337‐DR) made landfall in Collier County on September 10, 2017. In 2018, $7.1 million eligible expenditures were approved that were incurred in the prior year and are included in the SEFA. 5. Fire Management Assistance Grant (97.046) After a fire declaration, FEMA provides Fire Management Assistant Grants (CFDA 97.046) to reimburse eligible costs associated with mitigation, management, and control of fires. Reimbursements are provided in the form of cost‐shared grants. A Fire Management Assistance Declaration was declared in April 2017 for the Florida 30th Avenue Fire (FM‐5178). In 2018, $129,743 eligible expenditures were approved that were incurred in the prior year and are included in the SEFA. 186 COLLIER COUNTY SCHEDULE OF FINDINGS AND QUESTIONED COSTS YEAR ENDED SEPTEMBER 30, 2018 Section I – Summary of Auditors’ Results Financial Statements 1. Type of auditors’ report issued: Unmodified 2. Internal control over financial reporting: Material weakness(es) identified? yes X no Significant deficiency(ies) identified? yes X none reported 3. Noncompliance material to financial statements noted? yes X no Federal Awards 1. Internal control over major federal programs: Material weakness(es) identified? yes X no Significant deficiency(ies) identified? yes X none reported 2. Type of auditors’ report issued on compliance for major federal programs: Unmodified 3. Any audit findings disclosed that are required to be reported in accordance with 2 CFR 200.516(a)? yes X no Identification of Major Federal Programs CFDA Number(s) Name of Federal Program or Cluster 97.036 Disaster Grants-Public Assistance 20.106 Airport Improvement Program 15.226 Payments in Lieu of Taxes 10.923 Emergency Watershed Protection Program Dollar threshold used to distinguish between Type A and Type B programs: $ 1,088,472 Auditee qualified as low-risk auditee? X yes no 187 COLLIER COUNTY SCHEDULE OF FINDINGS AND QUESTIONED COSTS YEAR ENDED SEPTEMBER 30, 2018 State Financial Assistance 1.Internal control over state projects: Material weakness(es) identified? yes X no Significant deficiency(ies) identified that are not considered to be material weakness(es)? X yes none reported 2.Type of auditors’ report issued on compliance for state projects:Unmodified 3.Any audit findings disclosed that are required to be reported in accordance with state requirements? X yes no Identification of Major State Projects CSFA Number(s) Name of State Project 65.004 Alzheimer’s Respite Services 55.010 Public Transit Block Grant Program 55.001 Florida Commission for the Transportation Disadvantaged (CTD) Trip and Equipment Grant Program 40.901/52.901 State Housing Initiative Partnership Program Dollar threshold used to distinguish between Type A and Type B state projects: $ 300,000 Section II – Financial Statement Findings Our audit did not disclose any matters required to be reported in accordance with Government Auditing Standards. Section III – Findings and Questioned Costs – Major Federal Programs Our audit did not disclose any matters required to be reported in accordance with 2 CFR 200.516(a). 188 COLLIER COUNTY SCHEDULE OF FINDINGS AND QUESTIONED COSTS YEAR ENDED SEPTEMBER 30, 2018 Section IV – Findings and Questioned Costs – Major State Projects 2018 – 001: Special Provisions of Rider Eligibility State agency: Florida Department of Transportation State program title: Florida Commission for the Transportation Disadvantaged (CTD) Trip and Equipment Grant Program CSFA Number: 55.001 Award Period: July 1, 2017 to June 30, 2019 Type of Finding: Compliance; Significant Deficiency in Internal Control over Compliance Criteria or specific requirement: Per Florida Statutes Chapter 427.0155 (7), F.A.C. 41-2.006 (4)(j), the CTC, in cooperation with the coordinating board and pursuant to criteria developed by the Florida Commission for the Transportation Disadvantaged (FCTD), must establish eligibility guidelines with regard to the recipients of non-sponsored transportation disadvantaged services that are purchased with Transportation Disadvantaged Trust Fund moneys. The program manual states that the two areas for which grant funds may be utilized include non-sponsored trips and capital equipment. A non-sponsored trip is a one-way trip for an eligible individual who meets the definition of transportation disadvantaged and is not sponsored by any other federal, state, or local government program. Condition: Out of 60 sample selections tested, there was one file which could not be produced by the Collier staff due to misplacing the information. As such, we were unable to assess whether or not the related individual had completed and signed a CAT application or verify an ADA condition or TD condition and therefore could not determine if this applicant was an eligible individual for a non-sponsored trip during the audit period. Questioned costs: $4.00 for a daily bus pass. Context: Out of 60 sample selections tested, there was one file which could not be produced by the Collier staff due to misplacing the information. This missing file was not the same missing file noted in a monitoring report from the grantor. Cause: CAT was unable to locate a current application or income verification. They believe it was misplaced as the individual selection appeared to be in the Match Route Software with an October 31, 2018 expiration date. Effect: Noncompliance with Florida Statutes Chapter 427.0155 (7). Repeat Finding: No. Recommendation: We recommend that all applications for individuals accepted as eligible for the non- sponsored rides be maintained either electronically or physically in order to support the eligible assessment. Views of responsible officials: There is no disagreement with the audit finding. 189 THIS PAGE INTENTIONALLY LEFT BLANK MANAGEMENT LETTER Honorable Board of County Commissioners Collier County, Florida Report on the Financial Statements We have audited the financial statements of Collier County, Florida (County) as of and for the fiscal year ended September 30, 2018, and have issued our report thereon dated February 15, 2019. Auditors’ Responsibility We conducted our audit in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; the audit requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements of Federal Awards (Uniform Guidance); and Chapter 10.550, Rules of the Auditor General. Other Reporting Requirements We have issued our Independent Auditors’ Report on Internal Control over Financial Reporting and Compliance and Other Matters Based on an Audit of the Financial Statements Performed in Accordance with Government Auditing Standards; Independent Auditors’ Report on Compliance for Each Major Federal Program and State Project and Report on Internal Control over Compliance; Schedule of Findings and Questioned Costs; and Independent Accountants’ Report on an examination conducted in accordance with AICPA Professional Standards, AT-C Section 315, regarding compliance requirements in accordance with Chapter 10.550, Rules of the Auditor General. Disclosures in those reports and schedule, which are dated February 15, 2019, should be considered in conjunction with this management letter. Prior Audit Findings Section 10.554(1)(i)1., Rules of the Auditor General, requires that we determine whether or not corrective actions have been taken to address findings and recommendations made in the preceding financial audit report. There were no findings and recommendations reported in the preceding financial audit report. Official Title and Legal Authority Section 10.554(1)(i)4., Rules of the Auditor General, requires that the name or official title and legal authority for the primary government and each component unit of the reporting entity be disclosed in this management letter, unless disclosed in the notes to the financial statements. This information has been included in the notes to the basic financial statements. Honorable Board of County Commissioners Collier County, Florida Financial Condition and Management Section 10.554(1)(i)5.a. and 10.556(7), Rules of the Auditor General, require us to apply appropriate procedures and communicate the results of our determination as to whether or not the County has met one or more of the conditions described in Section 218.503(1), Florida Statutes, and to identify the specific condition(s) met. In connection with our audit, we determined that the County did not meet any of the conditions described in Section 218.503(1), Florida Statutes. Pursuant to Sections 10.554(1)(i)5.c. and 10.556(8), Rules of the Auditor General, we applied financial condition assessment procedures for the County. It is management’s responsibility to monitor the County’s financial condition, and our financial condition assessment was based in part on representations made by management and the review of financial information provided by same. Section 10.554(1)(i)2., Rules of the Auditor General, requires that we communicate any recommendations to improve financial management. In connection with our audit, we did not have any such recommendations. Special District Component Units Section 10.554(1)(i)5.c., Rules of the Auditor General, requires, if appropriate, that we communicate the failure of a special district that is a component unit of a county, municipality, or special district, to provide the financial information necessary for proper reporting of the component unit, within the audited financial statements of the county, municipality, or special district in accordance with Section 218.39(3)(b), Florida Statutes. In connection with our audit, we did not note any special district component units that failed to provide the necessary information for proper reporting in accordance with Section 218.39(3)(b), Florida Statutes. Additional Matters Section 10.554(1)(i)3., Rules of the Auditor General, requires us to communicate noncompliance with provisions of contracts or grant agreements, or abuse, that have occurred, or are likely to have occurred, that have an effect on the financial statements that is less than material but warrants the attention of those charged with governance. In connection with our audit, we did not note any such findings. Purpose of this Letter Our management letter is intended solely for the information and use of the Legislative Auditing Committee, members of the Florida Senate and the Florida House of Representatives, the Florida Auditor General, federal and other granting agencies, the Board of County Commissioners, and applicable management, and is not intended to be and should not be used by anyone other than these specified parties. CliftonLarsonAllen LLP Naples, Florida February 15, 2019 2 INDEPENDENT ACCOUNTANTS’ REPORT Honorable Board of County Commissioners Collier County, Florida We have examined Collier County, Florida’s (County) compliance with Section 218.415, Florida Statutes, regarding the investment of public funds and Section 365.172(10) and 365.172(2)(d), Florida Statutes, regarding emergency communications number E911 system fund during the year ended September 30, 2018. Management of the County is responsible for the County’s compliance with the specified requirements. Our responsibility is to express an opinion on the County’s compliance with the specified requirements based on our examination. Our examination was conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants. Those standards require that we plan and perform the examination to obtain reasonable assurance about whether the County complied, in all material respects, with the specified requirements referenced above. An examination involves performing procedures to obtain evidence about whether the County complied with the specified requirements. The nature, timing, and extent of the procedures selected depend on our judgment, including an assessment of the risks of material noncompliance, whether due to fraud or error. We believe that the evidence we obtained is sufficient and appropriate to provide a reasonable basis for our opinion. Our examination does not provide a legal determination on the County’s compliance with specified requirements. In our opinion, the County complied, in all material respects, with Section 218.415, Florida Statutes, regarding the investment of public funds and Section 365.172(10) and 365.173(2) (d), Florida Statutes, regarding emergency communications number E911 system fund during the year ended September 30, 2018. This report is intended solely for the information and use of the County and the Auditor General, state of Florida, and is not intended to be, and should not be, used by anyone other than these specified parties. CliftonLarsonAllen LLP Naples, Florida February 15, 2019 THIS PAGE INTENTIONALLY LEFT BLANK ANNUAL DEBT REPORT (UNAUDITED) Pursuant to the Collier County Debt Policy, the following Tables were prepared for the fiscal year ended September 30, 2018. Table 1. Calculation of Collier County General Governmental Debt Ratio Table 2. Calculation of Collier County Enterprise Debt Ratios THIS PAGE INTENTIONALLY LEFT BLANK Bondable revenues, as defined by Collier County Debt Policy: Current Ad Valorem Taxes 336,629,501$ Governmental Impact Fees 45,682,190 Half Cent Sales Tax 44,092,859 Developmental Fees 30,989,353 State Revenue Sharing 11,673,572 5th Cent Local Option Gas Tax 6,213,903 6th Cent Local Option Gas Tax 8,200,467 Constitutional Gas Tax 4,553,292 Seventh Cent Gas Tax 2,017,121 Ninth Cent Gas Tax 1,725,261 Parks and Recreation Fees 6,439,112 Tourist Development Tax 27,962,471 Court Facilities Fees 827,051 Communications Services Tax 4,498,036 Total bondable revenues 531,504,189$ Fiscal 2018 governmental debt service requirements: Series 2012 Gas Tax Bonds Principal:2,970,000$ Interest:898,150 Series 2014 Gas Tax Bonds Principal:7,540,000 Interest:1,839,044 Series 2010 Special Obligation Bonds Principal:2,030,000 Interest:1,112,281 Series 2010B Special Obligation Bonds Principal:2,230,000 Interest:479,250 Series 2011 Special Obligation Bonds Principal:5,885,000 Interest:2,794,631 Series 2013 Special Obligation Bonds Principal:‐ Interest:2,846,975 Series 2017 Special Obligation Bond Principal:113,000 Interest:686,622 Commercial Paper Program Principal:100,000 Interest:133,296 Total fiscal 2018 governmental debt service requirements 31,658,249$ Governmental debt ratio of fiscal year 2018 debt service requirements to total bondable revenues (13.0% maximum allowed by County policy) 6.0% Notes: Debt service is based upon current amortization tables for the fiscal year indicated. Debt prepayments, if any, are not included as debt service requirements. TABLE 1 Calculation of Collier County General Governmental Debt Ratio For the Fiscal Year Ended September 30, 2018 Collier County Water and Sewer District: Total Sales Revenues 142,618,486$ Miscellaneous Revenues 3,138,879 Total Operating Revenues 145,757,365 Non‐Operating Revenues 10,089,846 Gross Revenues 155,847,211 Less: Operation and Maintenance Expense (excluding Depreciation and Amortization)90,511,063 Net Revenues Available for Debt Service (1)65,336,148$ Total Fiscal Year 2018 Debt Service on Bonds (2)8,577,955$ Net Revenues Debt Service Coverage on Bonded Debt (100% Required) ‐ (1/2)762% Other Pledged Funds: System Development Fees (Impact Fees) 14,087,562$ Total Pledged Funds Available for Debt Service (3)79,423,710$ Total Fiscal Year 2018 Debt Service on Bonds (4)8,577,955$ Total Pledged Funds Debt Service Coverage on Bonded Debt (125% Required) ‐ (3/4)926% Total Pledged Funds Available for Debt Service After Payment of Bonds (5) 70,845,755$ Total Fiscal Year 2018 Debt Service on Subordinated Indebtedness (6)11,148,028$ Calculated Coverage on Subordinated Indebtedness ‐ (5/6)636% Total Pledged Funds Available for System Purposes 59,697,727$ Notes: Coverage calculations utilitize definitions of Gross Revenues, Net Revenues, System Development Fees and Pledged Funds established in Resolution CWS 85‐5, as Amended and Restated. TABLE 2 Calculation of Collier County Enterprise Debt Ratios For the Fiscal Year Ended September 30, 2018 2 Summary Debt Statement for Fiscal Year 2018 General Governmental Debt: While the Florida State Constitution and the Florida Statutes set no legal debt limit at the local level, prudent fiscal management requires a self-imposed level of restraint. Collier County’s Debt Policy sets the maximum allowable governmental debt ratio at 13.0%, and the County continues to operate below this threshold. The governmental debt ratio is the ratio of debt service requirements to total bondable revenues, as defined by Collier County’s Debt Policy. It should be noted that while ad valorem taxes are bondable for purposes of the governmental debt ratio calculation, they may only be pledged pursuant to voter referendum. The governmental debt ratio decreased from 6.5%, for the fiscal year ended September 30, 2017, to 6.0% (see Table 1) for the fiscal year ended September 30, 2018, or less than half of the allowable ratio. The decrease in the debt ratio for FY-2018 is primarily the result of 10.2% growth in overall bondable revenues. Collections in governmental impact fees (non-water and wastewater) increased by 30.2% over FY-2017 primarily due to the overall increase in recent development activity. In keeping with the governmental impact fee trend, developmental fees, including permit and review fees, increased by 21.1% over FY-2017. In addition, Tourist Development Tax collections were 27.3% greater than FY-2017, largely due to the addition of a 5th Cent to the Tourist Development Tax in September of 2017. Recent debt restructurings coupled with the growth of general governmental revenues have produced several consecutive years of decreases in the general governmental debt ratio, as shown in the chart below: 11.1%10.7% 9.4% 8.1%7.6% 7.0%6.5% 6.0% 13.0% 0.00% 2.00% 4.00% 6.00% 8.00% 10.00% 12.00% 14.00% FY‐2011 FY‐2012 FY‐2013 FY‐2014 FY‐2015 FY‐2016 FY‐2017 FY‐2018 Comparison of Governmental Debt Ratio to Maximum Allowable Governmental Debt Ratio Collier County, Florida (FY 11 ‐ FY18) Annual Governmental Debt Ratio Maximum Allowable Governmental Debt Ratio 3 Summary of Existing and Newly Issued General Government Debt Existing General Government Debt In 2012, Collier County issued $38,680,000 in Gas Tax Refunding Revenue Bonds with interest rates ranging from 3.00% to 5.00% and final maturity on June 1, 2023. In 2014, Collier County issued the $89,780,000 Gas Tax Refunding Revenue Bond, Series 2014 (Bank Term Loan) with an interest rate of 2.33% and final maturity on June 1, 2025. The pledge for the payment of all the Gas Tax Revenue Bonds is combined gas tax revenues. Fiscal year 2018 gas tax revenues covered the current year debt service payments on all outstanding Gas Tax Revenue Bonds at 171%. New General Government Debt Collier County issued the Series 2017 Special Obligation Refunding Revenue Note in the par amount of $43,713,000 on December 28, 2017. These bonds advance refunded portions of the County’s outstanding Special Obligation Revenue Bonds, Series 2010. The final maturity of the Series 2017 Note is July 1, 2034, with an interest rate of 3.09%. The advanced refunding achieved a net present value savings of 6.73% on the refunded bonds and an aggregate debt service savings of $3,530,341. Subsequent to issuance of this debt, one of the provisions of the Tax Cuts and Jobs Act of 2017 eliminated tax-exempt advanced refunding bonds, effective December 31, 2017. Security for the County’s Special Obligation Revenue Bonds is a covenant to appropriate in the annual budget by amendment, if necessary, from Non-Ad Valorem Revenues amounts sufficient pay debt service on the combined Special Obligation Bonds. On February 23, 2018, Standard and Poor’s Global Ratings upgraded Collier County’s Special Obligation Bonds to ‘AAA’. On April 30, 2018, Collier County issued a $12,000,000 variable rate commercial paper loan through the Florida Local Government Finance Commission’s Pooled Commercial Paper Program to acquire land for the construction of the County’s regional tournament caliber amateur sports complex. Collier County issued $62,965,000 in Series 2018 Tourist Development Tax Revenue Bonds on October 24, 2018 to pay the costs to develop, acquire, construct, and equip a regional tournament caliber amateur sports complex. A lien and pledge upon the Tourist Development Tax provides security for the Tourist Development Tax Bonds. The Board of County Commissioners instituted a fifth penny of tourist tax revenue to provide the financial resources required to service the debt on the stadium complex. 4 Collier County Governmental Bonded Debt Ratings Table: Current Ratings (as of 2/12/2019) Fitch Moody’s Standard & Poor’s Gas Tax Revenue Bonds AA- A2 A+ Special Obligation Bonds AA Aa2 AAA Tourist Development Tax Bonds* AA+ Aa3 - * Standard & Poor’s does not currently rate the Tourist Development Tax Bonds. A rating of AA by Fitch Ratings denotes the expectations of very low default risk and indicates very strong capacity for payment of financial commitments. This capacity is not significantly vulnerable to foreseeable events. Fitch also uses intermediate +/- modifiers for each AA category. A Moody’s Investors Service rating of Aa is indicative of a high quality investment grade instrument with very low credit risk, whereas an A rating indicative of an upper-medium grade instrument subject to low credit risk. Moody’s uses intermediate modifiers of 1 (higher) to 3 (lower) within the Aa and A ranges. An obligation rated AAA has the highest rating assigned by Standard and Poor’s Global Ratings. The obligor’s capacity to meet its financial commitments on the obligation is extremely strong. An obligation rated A is somewhat more susceptible to the adverse effects of changes in circumstances and economic conditions than obligations in higher-rated categories. However, the obligor’s capacity to meet its financial commitments on the obligation is still strong. Standard and Poor’s Global Ratings also uses intermediate +/- modifiers for each category to indicate relative standing within the major rating categories. 5 Collier County Enterprise Debt: Currently, the Collier County Water and Sewer District (District) is the only County enterprise activity with bonded debt outstanding. The Collier County Debt Policy does not set a maximum allowable enterprise debt ratio, but coverage requirements related to the District’s debt are set by bond covenants. Net revenues, defined as operating revenues plus specific non-operating revenues less operating expenses, excluding depreciation, must cover bonded debt service at 100%. Total pledged funds, defined as net revenues plus impact fees and special assessments, if applicable, must cover bonded debt at 125%. Net revenue coverage on bonded debt was 762% and total pledged funds coverage on bonded debt was 926% for FY-2018, up from 568% and 753%, respectively, for FY-2017. Bonded debt coverages increased primarily due to a 7.6% decrease in operation and maintenance costs when compared to FY-2017, which included substantial costs related to Hurricane Irma. The District’s calculated coverage on subordinated debt, all in the form of a bank loan with Synovus Bank, d.b.a. Florida Community Bank, increased from 460% to 636% (see Table 2) reflecting an increase in total pledged funds available for debt service. The total pledged funds coverage required by the subordinated loan agreement is equivalent to 115% of total subordinated debt service in each fiscal year, after payment of bonded debt service. User rates for potable water, wastewater and irrigation water, as well as miscellaneous revenues, offset system operating, maintenance, debt service and capital costs. The District’s water and sewer user rates increased by 2.9%, effective 10/01/2017. In July of 2018 the District’s governing board adopted rate increases of 2.8% effective October 1, 2018; 2.9% effective October 1, 2019; and, 2.9% effective October 1, 2020, for fiscal years 2019, 2020 and 2021, respectively. Over recent years’ the District has operated on a pay as you go basis, avoided borrowing and maintained financial stability. The District’s current focus is the optimization of resources, risk based prioritization of capital projects and infrastructure expansion in the northeast service area to serve future residents and businesses. On February 28, 2018, the Collier County issued $35,965,000 in Series 2018 Water and Sewer Revenue Bonds for purposes of acquiring the Golden Gate Utility System and paying associated costs of issuance. Effective as of the transfer date the Golden Gate Utility System was included in the Collier County Water-Sewer District service area. Collier County Enterprise Debt Ratings Table: Current Ratings (as of 2/12/2019) Fitch Moody’s Standard & Poor’s* Water and Sewer Revenue Bonds AAA Aa1 - * Standard & Poor’s does not currently rate County Water and Sewer Revenue Bonds. A rating of AAA by Fitch Ratings denotes the lowest expectation of default risk. A rating of AAA is only assigned in cases of exceptionally strong capacity for payment of financial commitments. This capacity is highly unlikely to be adversely affected by foreseeable events. A Moody’s Investors Service rating of Aa is indicative of a high quality, investment grade instrument with very low credit risk. Moody’s uses intermediate modifiers of 1 (higher) to 3 (lower) within the Aa range. 6 Collier County, Florida Clerk of the Circuit Court Financial Statements and Supplemental Reports Year Ended September 30, 2018 Collier County, Florida Clerk of the Circuit Court Financial Statements and Other Reports Year Ended September 30, 2018 Contents Independent Auditors’ Report ..........................................................................................................1 Financial Statements Balance Sheet – Governmental Funds ........................................................................................4 Statement of Revenues, Expenditures, and Changes in Fund Balance – Governmental Funds ................................................................................................................5 Statement of Revenues, Expenditures, and Changes in Fund Balance – Budget and Actual – General Fund .............................................................................................................6 Statement of Revenues, Expenditures, and Changes in Fund Balance – Budget and Actual – Court Services Fund ..................................................................................................7 Statement of Revenues, Expenditures, and Changes in Fund Balance – Budget and Actual – Other Special Revenue Fund .....................................................................................8 Statement of Fiduciary Net Position – Agency Funds ................................................................9 Notes to Financial Statements ...................................................................................................10 Supplementary Information Combining Statements of Fiduciary Net Position – All Agency Funds ...................................25 Other Reports Independent Auditors’ Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards ..........................................26 Management Letter ...................................................................................................................28 Independent Accountants’ Report .............................................................................................30 1 INDEPENDENT AUDITORS’ REPORT Honorable Crystal K. Kinzel Clerk of the Circuit Court Collier County, Florida Report on the Financial Statements We have audited the accompanying financial statements of each major fund and the aggregate remaining fund information of the Collier County, Florida Clerk of the Circuit Court (Clerk), as of and for the year ended September 30, 2018, and the related notes to the financial statements, which collectively comprise the Clerk’s basic financial statements as listed in the table of contents. Management’s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditors’ Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditors’ judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Honorable Crystal K. Kinzel Clerk of the Circuit Court 2 Opinions In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of each major fund and the aggregate remaining fund information of the Clerk as of September 30, 2018, and the respective changes in financial position and budgetary comparisons for the General Fund, Court Services Fund and Other Special Revenue Fund for the year then ended in accordance with accounting principles generally accepted in the United States of America. Emphasis of Matter As discussed in Note 1 to the financial statements, the financial statements referred to above were prepared solely for the purpose of complying with the Rules of the Auditor General of the State of Florida. In conformity with the Rules, the accompanying financial statements are intended to present the financial position and changes in financial position of each major fund and the aggregate remaining fund information only for that portion of the major funds and the aggregate remaining fund information of Collier County, Florida that is attributable to the Clerk. They do not purport to, and do not, present fairly the financial position of Collier County as of September 30, 2018, and the changes in its financial position for the fiscal year then ended in conformity with accounting principles generally accepted in the United States of America. Our opinion is not modified with respect to this matter. Other Matters Required Supplementary Information Management has omitted management’s discussion and analysis that accounting principles generally accepted in the United States of America require to be presented to supplement the basic financial statements. Such missing information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. Our opinion on the basic financial statements is not affected by this missing information. Other Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the Clerk’s basic financial statements. The combining statements, as listed in the table of contents, are presented for purposes of additional analysis and are not a required part of the basic financial statements. The combining statements are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the combining statements are fairly stated, in all material respects, in relation to the basic financial statements as a whole. Honorable Crystal K. Kinzel Clerk of the Circuit Court 3 Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated January 3, 2019, on our consideration of the Clerk’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the Clerk’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering Clerk’s internal control over financial reporting and compliance. CliftonLarsonAllen LLP Naples, Florida January 3, 2019 Collier County, Florida Clerk of the Circuit Court Balance Sheet – Governmental Funds September 30, 2018 See accompanying Notes to Financial Statements. 4 OtherTotal CourtSpecial Governmental General Services Revenue Funds Assets Cash and cash equivalents 2,312,630$ 1,553,666$ 4,504,448$ 8,370,744$ Accounts receivable 67,301 46,985 - 114,286 Allowance for doubtful accounts (54,255) (46,985) - (101,240) Due from Collier County, Florida Board of County Commissioners 5,516 - - 5,516 Due from other governments 9,918 34,316 - 44,234 Prepaid expenses - - 10,937 10,937 Total assets 2,341,110$ 1,587,982$ 4,515,385$ 8,444,477$ Liabilities and fund balances Liabilities: Vouchers payable and accrued liabilities 909,199$ 320,765$ 42,705$ 1,272,669$ Due to Collier County, Florida Board of County Commissioners 623,430 - - 623,430 Due to other governments - 1,267,217 - 1,267,217 Deposits 808,481 - - 808,481 Total liabilities 2,341,110 1,587,982 42,705 3,971,797 Fund balance: Nonspendable - - 10,937 10,937 Restricted - - 4,461,743 4,461,743 Total fund balance - - 4,472,680 4,472,680 Total liabilities and fund balance 2,341,110$ 1,587,982$ 4,515,385$ 8,444,477$ Collier County, Florida Clerk of the Circuit Court Statement of Revenues, Expenditures, and Changes in Fund Balance Governmental Funds Year Ended September 30, 2018 See accompanying Notes to Financial Statements. 5 Other Total CourtSpecial Governmental General Services Revenue Funds Revenues: Intergovernmental -$ 402,809$ -$ 402,809$ Charges for services 3,418,183 6,827,098 1,140,307 11,385,588 Miscellaneous 595 - - 595 Interest income 66,775 44,246 39,332 150,353 Total revenues 3,485,553 7,274,153 1,179,639 11,939,345 Expenditures: General government: Personal services 7,442,409 4,968,094 982,364 13,392,867 Operating 1,858,487 554,060 - 2,412,547 Capital outlay 386,830 - - 386,830 Total expenditures 9,687,726 5,522,154 982,364 16,192,244 Excess (deficiency) of revenues over (under) expenditures (6,202,173) 1,751,999 197,275 (4,252,899) Other financing sources (uses): Transfers in: Collier County, Florida Board of County Commissioners appropriations 6,823,000 - - 6,823,000 Transfers out: Distribution of excess fees to State of Florida - (1,768,419) - (1,768,419) Distribution of excess appropriations to Collier County, Florida Board of County Commissioners (620,827) - - (620,827) Total other financing sources (uses) 6,202,173 (1,768,419) - 4,433,754 Net change in fund balance - (16,420) 197,275 180,855 Fund balances – beginning of year - 16,420 4,275,405 4,291,825 Fund balances – end of year -$ -$ 4,472,680$ 4,472,680$ Collier County, Florida Clerk of the Circuit Court Statement of Revenues, Expenditures, and Changes in Fund Balance – Budget and Actual General Fund Year Ended September 30, 2018 See accompanying Notes to Financial Statements. 6 Variance With Final Budget Positive Original Final Actual (Negative) Revenues: Charges for services 2,933,400$ 2,993,400$ 3,418,183$ 424,783$ Miscellaneous - - 595 595 Interest income 15,000 15,000 66,775 51,775 Total revenues 2,948,400 3,008,400 3,485,553 477,153 Expenditures: General government: Personal services 7,940,600 7,470,000 7,442,409 27,591 Operating expenditures 1,625,500 1,973,500 1,858,487 115,013 Capital outlay 205,300 387,900 386,830 1,070 Total expenditures 9,771,400 9,831,400 9,687,726 143,674 Excess (deficiency) of revenues over (under) expenditures (6,823,000) (6,823,000) (6,202,173) 620,827 Other financing sources (uses): Transfers in: Collier County, Florida Board of County Commissioners appropriations 6,823,000 6,823,000 6,823,000 - Transfers out: Distribution of excess appropriations to Collier County, Florida Board of County Commissioners - - (620,827) (620,827) Total other financing sources (uses) 6,823,000 6,823,000 6,202,173 (620,827) Net change in fund balance - - - - Fund balance – beginning of year - - - - Fund balance – end of year -$ -$ -$ -$ Budget Collier County, Florida Clerk of the Circuit Court Statement of Revenues, Expenditures, and Changes in Fund Balance – Budget and Actual Court Services Fund Year Ended September 30, 2018 See accompanying Notes to Financial Statements. 7 Variance With Final Budget Positive Original Final Actual (Negative) Revenues: Intergovernmental 458,456$ 458,456$ 402,809$ (55,647)$ Charges for services 5,949,785 5,949,785 6,827,098 877,313 Interest income 10,000 10,000 44,246 34,246 Total revenues 6,418,241 6,418,241 7,274,153 855,912 Expenditures: General government: Personal services 6,010,085 5,670,185 4,968,094 702,091 Operating expenditures 408,156 748,056 554,060 193,996 Total expenditures 6,418,241 6,418,241 5,522,154 896,087 Excess of revenues over expenditures - - 1,751,999 1,751,999 Other financing (uses): Transfers out: Distribution of excess fees to State of Florida - - (1,768,419) (1,768,419) Total other financing (uses) - - (1,768,419) (1,768,419) Net change in fund balance - - (16,420) (16,420) Fund balance – beginning of year - - 16,420 16,420 Fund balance – end of year -$ -$ -$ -$ Budget Collier County, Florida Clerk of the Circuit Court Statement of Revenues, Expenditures, and Changes in Fund Balance – Budget and Actual Other Special Revenue Fund Year Ended September 30, 2018 See accompanying Notes to Financial Statements. 8 Variance With Final Budget Positive Original Final Actual (Negative) Revenues: Charges for services 1,170,000$ 1,170,000$ 1,140,307$ (29,693)$ Interest income 13,100 13,100 39,332 26,232 Total revenues 1,183,100 1,183,100 1,179,639 (3,461) Expenditures: General government: Personal services 1,271,900 1,271,900 982,364 289,536 Operating expenditures 1,249,200 1,329,200 - 1,329,200 Capital outlay 1,656,300 1,576,899 - 1,576,899 Total expenditures 4,177,400 4,177,999 982,364 3,195,635 Net change in fund balance (2,994,300) (2,994,899) 197,275 3,192,174 Fund balance – beginning of year 3,085,480 3,644,557 4,275,405 630,848 Fund balance – end of year 91,180$ 649,658$ 4,472,680$ 3,823,022$ Budget Collier County, Florida Clerk of the Circuit Court Statement of Fiduciary Net Position Agency Funds September 30, 2018 See accompanying Notes to Financial Statements. 9 Assets Cash and cash equivalents 22,971,495$ Total assets 22,971,495$ Liabilities Due to the Collier County, Florida Board of County Commissioners 295,390$ Due to other governments 799,880 Deposits 21,876,225 Total liabilities 22,971,495$ Collier County, Florida Clerk of the Circuit Court Notes to Financial Statements September 30, 2018 10 1. Summary of Significant Accounting Policies Reporting Entity The Collier County, Florida Clerk of the Circuit Court (Clerk) is an elected constitutional officer as provided for by the Constitution of the State of Florida. The Clerk’s Budget is presented pursuant to Chapter 218, Florida Statutes. Additionally, a budget is submitted to the Florida Clerks of Court Operations Corporation for the Court Services Fund. The financial statements presented include the general fund, special revenue funds, and agency funds of the Clerk’s office. The accompanying financial statements were prepared for the purpose of complying with Section 218.39(2), Florida Statutes, and Chapter 10.550, Rules of the Auditor General - Local Governmental Entity Audits, which allows the Clerk to only present fund financial statements. These financial statements present only the portion of the funds of Collier County, Florida that are attributable to the Clerk. They are not intended to present fairly the financial position and results of operations of Collier County, Florida in conformity with accounting principles generally accepted in the United States of America. The financial activities of the Clerk, as a constitutional officer, are included in the Collier County, Florida Comprehensive Annual Financial Report. There are no separate legal entities (component units) for which the Clerk is considered to be financially accountable. The general operations of the Clerk are funded by: fees from third parties, transfer in lieu of fees from the Collier County, Florida Board of County Commissioners (Board), appropriations from the State of Florida, and interest income. Pursuant to Chapter 218 Florida Statutes, funds remaining in the general fund at fiscal year-end, in excess of amounts expended, are returned to the Board. Excess revenues returned to the Board are reflected as transfers out in the Clerk’s general fund. Court-related operations are funded by the collection of fines, fees costs and service charges, and a child support grant. Any surplus of revenues after expenditures in this fund is remitted to the State in January of the next year. Special revenue funds are retained by the Clerk and budgeted according to requirements of each source. The State transitioned the Clerk in July, 2013 to be self-funded from fees and fines. Pursuant to Section 28.37, Florida Statute, any surplus revenues over expenditures will be returned to the State. Measurement Focus, Basis of Accounting, and Basis of Presentation These fund financial statements report detailed information about the Clerk. The focus of governmental fund financial statements is on major funds rather than reporting funds by type. Each major fund is reported in a separate column. Collier County, Florida Clerk of the Circuit Court Notes to Financial Statements September 30, 2018 11 1. Summary of Significant Accounting Policies (continued) Governmental Funds Governmental funds are accounted for using the flow of current financial resources measurement focus. Only current assets and current liabilities, generally, are included on the balance sheet. Operating statements for these funds present increases (i.e., revenues and other financing sources) and decreases (i.e., expenditures and other financing uses) in net current assets. The Clerk reports the following major governmental funds: General Fund – The general fund is used to account for all revenue and expenditures applicable to the general operations of the Clerk, which are not accounted for in another fund. All operating revenue not specifically restricted or designated as to use, is recorded in the general fund. Court Services Fund – The court services fund is a special revenue fund established to account for court-related filing fees, service charges, fines, court costs, appropriations and expenses of the Clerk as mandated by Sections 28.35 and 28.37(5), Florida Statutes. Other Special Revenue Fund – The other special revenue fund is a special revenue fund used to account for revenues mandated by Section 28.24(12)(d), Florida Statutes, to be held in trust by the Clerk and used exclusively for equipment and maintenance of equipment, personnel training, and technical assistance in modernizing the public records system of the office; and revenues mandated by Section 28.24(12)(e). The modified accrual basis of accounting is used by governmental funds. Under the modified accrual basis of accounting, revenues are recognized when susceptible to accrual (i.e., when they become measurable and available to finance liabilities of the current fiscal year). For this purpose, the Clerk considers revenues to be available if they are collected within 60 days after year-end. Expenditures are recorded when the related fund liability is incurred, except for certain compensated absences, which are recognized as expenditures to the extent they have matured. Charges for services, interest income, and other revenues are recognized as they are earned and become measurable and available to pay liabilities of the current period. Collier County, Florida Clerk of the Circuit Court Notes to Financial Statements September 30, 2018 12 1. Summary of Significant Accounting Policies (continued) Governmental Funds (continued) With the implementation of Revision 7 to Article V on July 1, 2004, the Clerk’s activities are classified as court-related and non-court-related. The Clerk’s general fund activity, which is classified as non-court-related, is funded through service charges for recording instruments and documents into the official records, interest income and through transfers in from the Board of County Commissioners. Court-related operations are funded by the collection of fines, fees costs and service charges, and a child support grant. Any surplus of revenues after expenditures in this fund is remitted to the State in January of the next year. Florida Statutes provide that the amount by which revenues and transfers exceed annual expenditures for the general fund be remitted to the Board immediately following the fiscal year for which the funding was provided or following the fiscal year during which other revenues were recognized. The amount of this distribution is recorded as a liability and as an other financing use in the accompanying purpose financial statements. Capital outlays expended in governmental funds are capitalized in the basic financial statements of Collier County, Florida rather than in the governmental funds of the Clerk. Additionally, the Clerk reports the following fund type: Fiduciary Funds – Agency Funds – Agency funds are used to account for assets held by the Clerk in a trustee capacity or as an agent for individuals, private organizations, other governments, and other funds. The agency funds are custodial in nature (assets equal liabilities), and do not involve measurement of results of operations or have a measurement focus. Agency funds are accounted for using the full accrual basis of accounting. Cash Equivalents Cash equivalents are defined as highly liquid investments with original maturities of three months or less. The Clerk does not currently hold investments. Collier County, Florida Clerk of the Circuit Court Notes to Financial Statements September 30, 2018 13 1. Summary of Significant Accounting Policies (continued) Compensated Absences All full-time employees of the Clerk are allowed to accumulate an unlimited number of hours of unused sick leave and up to 240 hours of unused vacation leave (with limited exceptions per the employee manual). Upon termination, employees receive 100% of allowable accumulated vacation hours and a percentage of unused sick leave, depending on years of service. Vacation leave and sick leave are included in governmental funds when the payments are made to employees. The Clerk is not legally required to accumulate financial resources for these un-matured obligations. Accordingly, the liability for compensated absences is not reported in the Clerk’s funds, but rather is reported in the basic financial statements of Collier County, Florida. Prepaid Expenses Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid expenses. Use of Estimates The preparation of these financial statements requires management of the Clerk to make a number of estimates and assumptions relating to the reported amounts of assets and liabilities and the disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenditures during the period. Actual results could differ slightly from those estimates. Fund Balance Reporting and Governmental Fund-Type Definitions Fund balances are classified either as non-spendable or as spendable. Spendable fund balances are further classified in a hierarchy based on the extent to which there are external and/or internal constraints in how fund balance amounts may be spent. Non-spendable fund balances include amounts that cannot be spent because they are not in spendable form or are legally or contractually required to be maintained intact. Collier County, Florida Clerk of the Circuit Court Notes to Financial Statements September 30, 2018 14 1. Summary of Significant Accounting Policies (continued) Fund Balance Reporting and Governmental Fund-Type Definitions (continued) Spendable fund balances are classified based on a hierarchy of the Clerk’s ability to control the spending of these fund balances and are reported in the following categories: restricted, committed, assigned and unassigned. The Clerk’s fund balances for the special revenue funds fall into the spendable restricted category. Fund balances maintained in the special revenue funds are restricted pursuant to certain Florida Statutes and have been presented as restricted fund balances in the fund financial statements in accordance with GASB Statement No. 54. When an expenditure is incurred for purposes for which both restricted and unrestricted fund balance is available, the Clerk considers restricted funds to have been spent first. When an expenditure is incurred for which committed, assigned, or unassigned fund balances are available, the Clerk considers amounts to have been spent first out of committed funds, then assigned funds, and finally unassigned funds, as needed, unless the Clerk has provided otherwise in its commitment or assignment actions. 2. Budgetary Process Florida Statutes govern the preparation, adoption, and administration of the Clerk’s annual budget. The Clerk prepares and approves the budget for the Clerk’s non-court functions, including special revenue fund and the budget related to the recording function based on anticipated fees. The budget of the Clerk for services to the Board is submitted to the Board. Pursuant to Section 28.36, Florida Statutes, a balanced court-related budget must be prepared on or before June 1 (for the period starting the next October 1 through September 30) and submitted to the Florida Clerks of Court Operations Corporation (Corporation). If the Clerk estimates that projected revenues are insufficient to meet anticipated expenditures, the Clerk must report the revenue deficit to the Corporation. Once the Corporation verifies the revenue deficit, the Clerk can increase fees up to the maximum amounts specified by law to resolve the deficit. If a deficit is still projected, a request can be submitted to release funds from the Department of Revenue Clerks of the Court Trust Fund. For the year ending September 30, 2018, the Clerk had sufficient revenues to meet expenditures. Collier County, Florida Clerk of the Circuit Court Notes to Financial Statements September 30, 2018 15 2. Budgetary Process (continued) The budget is prepared on a basis consistent with accounting principles generally accepted in the United States of America, except for the classification and presentation of the distribution of excess court revenue to the State for the court services fund, which is treated as other financing use (transfer out) for budgetary purposes and as an expenditure in the statement of revenues, expenditures, and changes in fund balance in the court services fund. The annual budget serves as the legal authorization for expenditures. Any subsequent amendments to the Board approved transfer must be approved by the Board; amendments to the Clerk’s fee budget are at the discretion of the Clerk, and any amendments that increase or decrease the court budget must be approved by the Corporation for the court services fund. Budgetary changes within the court services fund not affecting the overall budget are made at the discretion of the Clerk. Expenditures may not legally exceed appropriations at the fund level. Appropriations lapse at year- end. Budgetary control is maintained at the departmental major object expenditure level. Budgetary changes within major object expenditure categories are made at the discretion of the Clerk. The original budget is the first complete appropriated budget. The final budget is the original budget adjusted by all reserves, transfers, allocations, supplemental appropriations, and other legally authorized changes applicable to the fiscal year. 3. Cash and Cash Equivalents At September 30, 2018, the carrying value of the Clerk’s cash and cash equivalents was as follows: Carrying Type Maturity Value Credit Rating Cash on hand N/A 7,900$ N/A Demand deposits N/A 31,334,339 N/A Total cash and cash equivalents 31,342,239$ The Clerk maintains a cash pool for the deposits of all governmental and agency funds. Each fund type’s portion of these balances is presented as cash and cash equivalents in the accompanying financial statements. Interest income is allocated to each fund based on its proportionate balance in the pool. Collier County, Florida Clerk of the Circuit Court Notes to Financial Statements September 30, 2018 16 3. Cash and Cash Equivalents (continued) Cash and cash equivalents as of September 30, 2018 are reported as $8,370,744 and $22,971,495 in the governmental funds and fiduciary funds, respectively. Custodial Credit Risk At September 30, 2018, the Clerk’s deposits were entirely covered by Federal Depository Insurance or by collateral pledged with the State Treasurer pursuant to Chapter 280, Florida Statutes. Under this Chapter, in the event of default by a participating financial institution (a qualified public depository), all participating institutions are obligated to reimburse the governmental entity for the loss. Credit Risk The Clerk’s policy is to follow the guidance in Section 219.075, Florida Statutes, regarding the deposit of funds received and the investment of surplus funds. Sections 219.075 and 218.415, Florida Statutes, authorize the Clerk to invest in Florida PRIME or any intergovernmental investment pool authorized pursuant to the Florida Inter-local Cooperation Act; Securities and Exchange Commission registered money market funds with the highest credit quality rating from a nationally recognized rating agency; direct obligations of the United States Treasury, federal agencies and instrumentalities, or interest-bearing time deposits or savings accounts in banks organized under the laws of the United States and doing business and situated in the State of Florida, savings and loan associations which are under state supervision, or in federal savings and loan associations located in the State of Florida and organized under federal law and federal supervision, provided that any such deposits are secured by collateral as may be prescribed by law. Additionally, Florida Statutes allow local governments to place public funds with institutions that participate in a collateral pool under the Florida Security for Public Deposits Act. The pool is administered by the State Treasurer, who may make additional assessments to ensure that no public funds will be lost. Interest Rate Risk Investment of Clerk’s funds is based on maintaining 24 hour liquidity. All Clerks funds are held in local banks or short term investment instruments. Collier County, Florida Clerk of the Circuit Court Notes to Financial Statements September 30, 2018 17 4. Interest Income and Investment of County Funds Pursuant to Florida Statutes, Section 28.33, the Clerk invests all County funds in excess of those required to meet expenses. Interest income is allocated to each fund based on its proportionate balance in the pool. Interest income of $66,775 is reported in the general fund for the year ended September 30, 2018, as the portion of interest earned on Clerk funds. 5. Capital Assets Capital assets used by the governmental fund type operations are capitalized in the basic financial statements of Collier County, Florida rather than in the governmental funds of the Clerk. Upon acquisition, such assets are recorded as expenditures in the governmental funds of the Clerk and are capitalized at cost in the basic financial statements of Collier County, Florida. Capital assets are valued at historical cost or estimated historical cost if actual historical cost is not available. Donated capital assets are valued at acquisition value on the date received. The Clerk maintains custodial responsibility for capital assets used by the office. No depreciation expense has been provided on capital assets in these financial statements. However, depreciation expense on these assets is recorded in the basic financial statements of Collier County, Florida. The following is a summary of changes in capital assets, which are reported in the basic financial statements of Collier County, Florida: October 1, Transfer- September 30, 2017 Additions Deductions out 2018 Capital assets depreciated: Machinery and equipment 7,052,760$ 386,830$ (13,286)$ (984,955)$ 6,441,349$ Less accumulated depreciation (5,399,387) (731,618) 13,286 974,463 (5,143,256) Total capital assets depreciated 1,653,373 (344,788) - (10,492) 1,298,093 Total capital assets, net 1,653,373$ (344,788)$ -$ (10,492)$ 1,298,093$ Collier County, Florida Clerk of the Circuit Court Notes to Financial Statements September 30, 2018 18 6. Long-Term Liabilities The following is a summary of changes in long-term liabilities which are reported in the basic financial statements of Collier County, Florida: October 1, September 30, 2017 Additions Deletions 2018 Accrued compensated absences 1,842,997$ 869,452$ (895,033)$ 1,817,416$ Of these liabilities, $890,534 is expected to be paid during the fiscal year ending September 30, 2019. These long-term liabilities are not reported in the financial statements of the Clerk since they have not matured. 7. Pension Plans Background The Florida Retirement System (FRS) was created by Chapter 121, Florida Statutes, to provide a defined benefit pension plan for participating public employees. The FRS was amended in 1998 to add the Deferred Retirement Option Program under the defined benefit plan and amended in 2000 to provide a defined contribution plan alternative to the defined benefit plan for FRS members effective July 1, 2002. This integrated defined contribution pension plan is the FRS Investment Plan. Chapter 112, Florida Statutes, established the Retiree Health Insurance Subsidy (HIS) Program, a cost-sharing multiple-employer defined benefit pension plan, to assist retired members of any State- administered retirement system in paying the costs of health insurance. Essentially all regular employees of the Clerk are eligible to enroll as members of the State- administered FRS. Provisions relating to the FRS are established by Chapters 121 and 122, Florida Statutes; Chapter 112, Part IV, Florida Statutes; Chapter 238, Florida Statutes; and FRS Rules, Chapter 60S, Florida Administrative Code; wherein eligibility, contributions, and benefits are defined and described in detail. Such provisions may be amended at any time by further action from the Florida Legislature. The FRS is a single retirement system administered by the Florida Department of Management Services, Division of Retirement, and consists of the two cost-sharing, multiple-employer defined benefit plans and other nonintegrated programs. A comprehensive annual financial report of the FRS, which includes its financial statements, required supplementary information, actuarial report, and other relevant information, is available from the Florida Department of Management Services’ Web site (www.dms.myflorida.com). Collier County, Florida Clerk of the Circuit Court Notes to Financial Statements September 30, 2018 19 7. Pension Plans (continued) Florida Retirement System Pension Plan Plan Description The Florida Retirement System Pension Plan (FRS Plan) is a cost-sharing multiple-employer defined benefit pension plan, with a Deferred Retirement Option Program (DROP) for eligible employees. The general classes of membership are as follows: Regular Class – Members of the FRS who do not qualify for membership in the other classes. Elected County Officers Class – Members who hold specified elective offices in local government. Senior Management Service Class (SMSC) – Members in senior management level positions. Special Risk Class – Members who are special risk employees, such as law enforcement officers, meet the criteria to qualify for this class. Employees enrolled in the FRS Plan prior to July 1, 2011, vest at 6 years of creditable service and employees enrolled in the FRS Plan on or after July 1, 2011, vest at 8 years of creditable service. All vested members, enrolled prior to July 1, 2011, are eligible for normal retirement benefits at age 62 or at any age after 30 years of service, except for members classified as special risk who are eligible for normal retirement benefits at age 55 or at any age after 25 years of service. All members enrolled in the FRS Plan on or after July 1, 2011, once vested, are eligible for normal retirement benefits at age 65 or any time after 33 years of creditable service, except for members classified as special risk who are eligible for normal retirement benefits at age 60 or at any age after 30 years of service. Employees enrolled in the FRS Plan may include up to 4 years of credit for military service toward creditable service. The FRS Plan also includes an early retirement provision; however, there is a benefit reduction for each year a member retires before his or her normal retirement date. The FRS Plan provides retirement, disability, death benefits, and annual cost-of-living adjustments to eligible participants. DROP, subject to provisions of Section 121.091, Florida Statutes, permits employees eligible for normal retirement under the FRS Plan to defer receipt of monthly benefit payments while continuing employment with an FRS participating employer. An employee may participate in DROP for a period not to exceed 60 months after electing to participate, except that certain instructional personnel may participate for up to 96 months. During the period of DROP participation, deferred monthly benefits are held in the FRS Trust Fund and accrue interest. The net pension liability does not include amounts for DROP participants, as these members are considered retired and are not accruing additional pension benefits. Collier County, Florida Clerk of the Circuit Court Notes to Financial Statements September 30, 2018 20 7. Pension Plans (continued) Benefits Provided Benefits under the FRS Plan are computed on the basis of age and/or years of service, average final compensation, and service credit. Credit for each year of service is expressed as a percentage of the average final compensation. For members initially enrolled before July 1, 2011, the average final compensation is the average of the 5 highest fiscal years’ earnings; for members initially enrolled on or after July 1, 2011, the average final compensation is the average of the 8 highest fiscal years’ earnings. The total percentage value of the benefit received is determined by calculating the total value of all service, which is based on the retirement class to which the member belonged when the service credit was earned. Members are eligible for in-line-of-duty or regular disability and survivors’ benefits. As provided in Section 121.101, Florida Statutes, if the member is initially enrolled in the FRS before July 1, 2011, and all service credit was accrued before July 1, 2011, the annual cost-of-living adjustment is 3% per year. If the member is initially enrolled before July 1, 2011, and has service credit on or after July 1, 2011, there is an individually calculated cost-of-living adjustment. The annual cost-of-living adjustment is a proportion of 3% determined by dividing the sum of the pre- July 2011 service credit by the total service credit at retirement multiplied by 3%. FRS Plan members initially enrolled on or after July 1, 2011, will not have a cost-of-living adjustment after retirement. Detailed information about the County’s proportionate share of FRS’s net pension liability, deferred outflows/inflows of resources, and pension expense are reported in the government-wide statements of the County. Retiree Health Insurance Subsidy Program Plan Description The Retiree Health Insurance Subsidy Program (HIS Plan) is a cost-sharing multiple-employer defined benefit pension plan established under Section 112.363, Florida Statutes, and may be amended by the Florida Legislature at any time. The benefit is a monthly payment to assist retirees of State-administered retirement systems in paying their health insurance costs and is administered by the Florida Department of Management Services, Division of Retirement. Collier County, Florida Clerk of the Circuit Court Notes to Financial Statements September 30, 2018 21 7. Pension Plans (continued) Benefits Provided For the fiscal year ended June 30, 2018, eligible retirees and beneficiaries received a monthly HIS payment of $5 for each year of creditable service completed at the time of retirement, with a minimum HIS payment of $30 and a maximum HIS payment of $150 per month, pursuant to Section 112.363, Florida Statutes. To be eligible to receive a HIS Plan benefit, a retiree under a State-administered retirement system must provide proof of health insurance coverage, which may include Medicare. Detailed information about the County’s proportionate share of HIS’s net pension liability, deferred outflows/inflows of resources, and pension expense are reported in the government-wide statements of the County. FRS Investment Plan The Florida State Board of Administration (SBA) administers the defined contribution plan officially titled the FRS Investment Plan (Investment Plan). The Investment Plan is reported in the SBA’s annual financial statements and in the State of Florida Comprehensive Annual Financial Report. As provided in Section 121.4501, Florida Statutes, eligible FRS members may elect to participate in the Investment Plan in lieu of the FRS defined benefit plan. Clerk employees participating in DROP are not eligible to participate in the Investment Plan. Employer and employee contributions, including amounts contributed to individual member’s accounts, are defined by law, but the ultimate benefit depends in part on the performance of investment funds. Benefit terms, including contribution requirements, for the Investment Plan are established and may be amended by the Florida Legislature. The Investment Plan is funded with the same employer and employee contribution rates that are based on salary and membership class (Regular Class, Elected County Officers, etc.), as the FRS defined benefit plan. Contributions are directed to individual member accounts, and the individual members allocate contributions and account balances among various approved investment choices. Costs of administering the plan, including the FRS Financial Guidance Program, are funded through an employer contribution of 0.06% of payroll and by forfeited benefits of plan members. Collier County, Florida Clerk of the Circuit Court Notes to Financial Statements September 30, 2018 22 7. Pension Plans (continued) FRS Investment Plan (continued) For all membership classes, employees are immediately vested in their own contributions and are vested after 1 year of service for employer contributions and investment earnings. If an accumulated benefit obligation for service credit originally earned under the FRS Pension Plan is transferred to the Investment Plan, the member must have the years of service required for FRS Pension Plan vesting (including the service credit represented by the transferred funds) to be vested for these funds and the earnings on the funds. Non-vested employer contributions are placed in a suspense account for up to 5 years. If the employee returns to FRS-covered employment within the 5-year period, the employee will regain control over their account. If the employee does not return within the 5-year period, the employee will forfeit the accumulated account balance. For the fiscal year ended June 30, 2018, the information for the amount of forfeitures was unavailable from the SBA; however, management believes that these amounts, if any, would be immaterial to the Clerk. After termination and applying to receive benefits, the member may rollover vested funds to another qualified plan, structure a periodic payment under the Investment Plan, receive a lump-sum distribution, leave the funds invested for future distribution, or any combination of these options. Disability coverage is provided; the member may either transfer the account balance to the FRS Pension Plan when approved for disability retirement to receive guaranteed lifetime monthly benefits under the FRS Pension Plan, or remain in the Investment Plan and rely upon that account balance for retirement income. Contributions Participating employer contributions are based upon statewide rates established by the State of Florida. The Clerk’s contributions made to the plans during the years ended September 30, 2018, 2017, and 2016 were $877,162, $802,245, and $750,024, respectively, equal to the actuarially determined contribution requirements for each year. Additional information about pension plans can be found in the Collier County comprehensive annual financial report or County-wide financial statements. Collier County, Florida Clerk of the Circuit Court Notes to Financial Statements September 30, 2018 23 8. Related Party Transactions At September 30, 2018, the Clerk had a receivable due from the Board totaling $5,516. The Board provided funding for the Clerk in the amount of $6,823,000. The Supervisor of Elections provided funding in the amount of a $47,000 fee for financial services performed by the Clerk. At September 30, 2018, the Clerk had a payable due to the Board of $918,820, comprised as follows: Distribution of excess fees 620,827$ Amounts due for various services 2,603 Agency funds due 295,390 Total due to Board of County Commissioners 918,820$ 9. Risk Management Collier County, Florida (County) is exposed to various risks of loss, including, but not limited to, general liability, health and life, property and casualty, auto and physical damage, and workers’ compensation. The County is substantially self-insured and accounts for and finances its risk of uninsured losses through an internal service fund. All liabilities associated with these self-insured risks are reported in the basic financial statements of the County. During the year ended September 30, 2018, the Clerk was charged $2,288,607 by the County for participation in the risk management program. The County retains the first $500,000 per claim for workers’ compensation, and has purchased outside excess coverage for up to the statutory limits for each injury and illness. The County also provides coverage for up to $500,000 per occurrence for general liability and $300,000 per occurrence for auto liability coverage and has purchased outside excess coverage for up to $5 million per claim. Negligence claims in excess of the statutory limits set in Section 768.28, Florida Statutes, which provide for limited sovereign immunity of $200,000/$300,000 per occurrence can only be recovered through an act of the State Legislature. Property claims are subject to a 5% wind deductible and a $50,000 deductible for all other perils. The County retains the first $100,000 per claim/$200,000 per occurrence for public official errors and omissions and crime coverage and has purchased outside excess coverage for up to $5 million per claim. There have been no significant reductions in insurance coverage in the last year. Settled claims have not exceeded the insurance provided by third party carriers in any of the last three years. The County is self-insured for health claims covering all of its employees and their eligible dependents. The County retains the first $450,000 per covered member and has purchased outside excess coverage for all claims exceeding this amount. An actuarial valuation is performed each year to estimate the amounts needed to pay prior and future claims and to establish reserves. Collier County, Florida Clerk of the Circuit Court Notes to Financial Statements September 30, 2018 24 10. Other Postemployment Healthcare Benefits (OPEB) Plan In accordance with Section 112.0801, Florida Statutes, the Clerk participates with Collier County in offering retiring employees the opportunity to continue participation in the County’s health insurance plan. The participating retirees pay 100% of the premium cost applicable to an active employee. The liability and expense for other postemployment benefits, calculated in accordance with Governmental Accounting Standards Board Statement No. 75 Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions, are reported in the financial statements of the County. 11. Claims and Contingencies Litigation The Clerk is routinely involved as defendant, plaintiff and as a “party in interest” in carrying out its statutorily and constitutionally assigned tasks. During the year ended September 30, 2018, the Clerk was involved in approximately 111,826 collection cases. These are court actions designed to collect fees and costs imposed by the courts in criminal cases. The Clerk was involved in 3,237 bond forfeiture actions. Those cases involve collecting forfeitures of criminal appearance bonds. There are 8 active actions for foreclosure of property in which the Clerk has been a named defendant. The Clerk has no other pending litigation. Collier County, Florida Clerk of the Circuit Court Combining Statements of Fiduciary Net Position All Agency Funds September 30, 2018 25 Jury and Clerk’s Court Ordinary Agency Registry Witness Total Assets Cash and cash equivalents 4,719,911$ 18,240,163$ 11,421$ 22,971,495$ Total assets 4,719,911$ 18,240,163$ 11,421$ 22,971,495$ Liabilities Due to Collier County, Florida Board of County Commissioners 295,390$ -$ -$ 295,390$ Due to other governments 788,459 - 11,421 799,880 Deposits 3,636,062 18,240,163 - 21,876,225 Total liabilities 4,719,911$ 18,240,163$ 11,421$ 22,971,495$ 26 INDEPENDENT AUDITORS’ REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS Honorable Crystal K. Kinzel Clerk of the Circuit Court Collier County, Florida We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of each major fund and the aggregate remaining fund information of the Collier County, Florida Clerk of the Circuit Court (Clerk), as of and for the year ended September 30, 2018, and the related notes to the financial statements, which collectively comprise the Clerk’s basic financial statements, and have issued our report thereon dated January 3, 2019. Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the Clerk's internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the Clerk’s internal control. Accordingly, we do not express an opinion on the effectiveness of the Clerk’s internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. Honorable Crystal K. Kinzel Clerk of the Circuit Court 27 Compliance and Other Matters As part of obtaining reasonable assurance about whether the Clerk’s financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose. CliftonLarsonAllen LLP Naples, Florida January 3, 2019 28 MANAGEMENT LETTER Honorable Crystal K. Kinzel Clerk of the Circuit Court Collier County, Florida Report on the Financial Statements We have audited the financial statements of the Collier County, Florida Clerk of the Circuit Court (Clerk), as of and for the fiscal year ended September 30, 2018 and have issued our report thereon dated January 3, 2019. Auditors’ Responsibility We conducted our audit in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and Chapter 10.550, Rules of the Auditor General. Other Reporting Requirements We have issued our Independent Auditors’ Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards and Independent Accountants’ Report on an examination conducted in accordance with AICPA Professional Standards, AT-C Section 315, regarding compliance requirements in accordance with Chapter 10.550, Rules of the Auditor General. Disclosures in those reports, which are dated January 3, 2019, should be considered in conjunction with this management letter. Prior Audit Findings Section 10.554(1)(i)1., Rules of the Auditor General, requires that we determine whether or not corrective actions have been taken to address findings and recommendations made in the preceding annual financial audit report. There were no findings or recommendations made in the preceding annual financial audit report. Official Title and Legal Authority Section 10.554(1)(i)4., Rules of the Auditor General, requires that the name or official title and legal authority for the primary government and each component unit of the reporting entity be disclosed in this management letter, unless disclosed in the notes to the financial statements. See Note 1 in the notes to the financial statements. Honorable Crystal K. Kinzel Clerk of the Circuit Court 29 Financial Management Section 10.554(1)(i)2., Rules of the Auditor General, requires that we communicate any recommendations to improve financial management. In connection with our audit, we did not have any such recommendations. Additional Matters Section 10.554(1)(i)3., Rules of the Auditor General, requires us to communicate noncompliance with provisions of contracts or grant agreements, or abuse, that have occurred, or are likely to have occurred, that have an effect on the financial statements that is less than material but which warrants the attention of those charged with governance. In connection with our audit, we did not note any such findings. Purpose of this Letter Our management letter is intended solely for the information and use of the Legislative Auditing Committee, members of the Florida Senate and the Florida House of Representatives, the Florida Auditor General, Federal and other granting agencies, the Clerk and applicable management, and is not intended to be, and should not be used by anyone other than these specified parties. CliftonLarsonAllen LLP Naples, Florida January 3, 2019 30 INDEPENDENT ACCOUNTANTS’ REPORT Honorable Crystal K. Kinzel Clerk of the Circuit Court Collier County, Florida We have examined the Collier County, Florida Clerk of the Circuit Court’s (Clerk) compliance with Section 218.415, Florida Statutes, regarding the investment of public funds; Section 61.181, Florida Statutes, regarding clerks of the courts alimony and child support payments; and Sections 28.35 and 28.36, Florida Statutes, regarding clerks of the courts performance standards and budgets, during the year ended September 30, 2018. Management of the Clerk is responsible for the Clerk’s compliance with the specified requirements. Our responsibility is to express an opinion on the Clerk’s compliance with the specified requirements based on our examination. Our examination was conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants. Those standards require that we plan and perform the examination to obtain reasonable assurance about whether the Clerk complied, in all material respects, with the specified requirements referenced above. An examination involves performing procedures to obtain evidence about whether the Clerk complied with the specified requirements. The nature, timing, and extent of the procedures selected depend on our judgement, including an assessment of the risks of material noncompliance, whether due to fraud or error. We believe that the evidence we obtained is sufficient and appropriate to provide a reasonable basis for our opinion. Our examination does not provide a legal determination on the Clerk’s compliance with specified requirements. In our opinion, the Clerk complied, in all material respects, with Section 218.415, Florida Statutes, regarding the investment of public funds; Section 61.181, Florida Statutes, regarding clerks of the courts alimony and child support payments; and Sections 28.35 and 28.36, Florida Statutes, regarding clerks of the courts performance standards and budgets during the year ended September 30, 2018. This report is intended solely for the information and use of the Clerk and the Auditor General, State of Florida and is not intended to be, and should not be, used by anyone other than these specified parties. CliftonLarsonAllen LLP Naples, Florida January 3, 2019 Collier County, Florida Property Appraiser Financial Statements and Supplemental Reports Year Ended September 30, 2018 Collier County, Florida Property Appraiser Financial Statements and Other Reports Year Ended September 30, 2018 Contents Independent Auditors’ Report ..........................................................................................................1 Financial Statements Balance Sheet – General Fund ......................................................................................................3 Statement of Revenues, Expenditures, and Changes in Fund Balance – General Fund .............................................................................................................4 Statement of Revenues, Expenditures, and Changes in Fund Balance – Budget (Non-GAAP) and Actual – General Fund ....................................................5 Notes to Financial Statements .......................................................................................................6 Other Reports Independent Auditors’ Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards ................................................................20 Management Letter ........................................................................................................................22 Independent Accountants’ Report ..................................................................................................25 1 INDEPENDENT AUDITORS’ REPORT Honorable Abe Skinner Property Appraiser Collier County, Florida Report on the Financial Statements We have audited the accompanying financial statements of the general fund of the Collier County, Florida Property Appraiser (Property Appraiser), as of and for the year ended September 30, 2018, and the related notes to the financial statements, which collectively comprise the Property Appraiser’s financial statements as listed in the table of contents. Management’s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditors’ Responsibility Our responsibility is to express an opinion on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditors’ judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion. Honorable Abe Skinner Property Appraiser 2 Opinion In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of the general fund of the Property Appraiser as of September 30, 2018, and the changes in financial position and budgetary comparison of its general fund for the year then ended in accordance with accounting principles generally accepted in the United States of America. Emphasis of Matter As discussed in Note 1 to the financial statements, the financial statements referred to above were prepared solely for the purpose of complying with the Rules of the Auditor General of the State of Florida. In conformity with the Rules, the accompanying financial statements are intended to present the financial position and changes in financial position of each major fund, only for that portion of the major funds of Collier County, Florida that is attributable to the Property Appraiser. They do not purport to, and do not, present fairly the financial position of Collier County, Florida as of September 30, 2018, and the changes in its financial position for the fiscal year then ended in conformity with accounting principles generally accepted in the United States of America. Our opinion is not modified with respect to these matters. Other Matters Required Supplementary Information Management has omitted management’s discussion and analysis that accounting principles generally accepted in the United States of America require to be presented to supplement the basic financial statements. Such missing information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. Our opinion on the basic financial statements is not affected by this missing information. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated January 21, 2019 on our consideration of the Property Appraiser’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the result of that testing, and not to provide an opinion on the effectiveness of the Property Appraiser’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the Property Appraiser’s internal control over financial reporting and compliance. CliftonLarsonAllen LLP Naples, Florida January 21, 2019 Collier County, Florida Property Appraiser Balance Sheet – General Fund September 30, 2018 See accompanying Notes to Financial Statements. 3 Assets Cash and cash equivalents 1,345,908$ Total assets 1,345,908$ Liabilities and fund balance Liabilities: Accounts payable and accrued expenses 64,000$ Due to Collier County, Florida Board of County Commissioners 724,199 Due to other taxing districts 557,709 Total liabilities 1,345,908 Fund balance - Total liabilities and fund balance 1,345,908$ Collier County, Florida Property Appraiser Statement of Revenues, Expenditures, and Changes in Fund Balance General Fund Year Ended September 30, 2018 See accompanying Notes to Financial Statements. 4 Revenues: Commissions and fees 8,467,278$ Interest 7,253 Miscellaneous 9,764 Total revenues 8,484,295 Expenditures: General government: Personal services 5,625,749 Operating 1,530,825 Capital outlay 45,813 Total expenditures 7,202,387 Excess of revenues over expenditures 1,281,908 Other financing uses: Distribution of excess fees and commissions to Collier County, Florida Board of County Commissioners (724,199) Distribution of excess fees and commissions to other governmental agencies (557,709) Total other financing uses (1,281,908) Net change in fund balance - Fund balance, beginning of year - Fund balance, end of year -$ Collier County, Florida Property Appraiser Statement of Revenues, Expenditures, and Changes in Fund Balance – Budget (Non-GAAP) and Actual General Fund Year Ended September 30, 2018 See accompanying Notes to Financial Statements. 5 Variance With Final Budget Positive Original Final Actual (Negative) Revenues: Commissions and fees 7,382,669$ 7,500,018$ 7,500,018$ -$ Interest Revenue - - 7,253 7,253 Miscellaneous - - 9,764 9,764 Total revenues 7,382,669 7,500,018 7,517,035 17,017 Expenditures: General government: Personal services 5,691,269 5,808,618 5,625,749 182,869 Operating 1,666,400 1,666,400 1,518,582 147,818 Capital outlay 25,000 25,000 - 25,000 Total expenditures 7,382,669 7,500,018 7,144,331 355,687 Excess of revenues over expenditures - - 372,704 372,704 Other financing uses: Distribution of excess fees to Collier County, Florida Board of County Commissioners - - (335,950) (335,950) Distribution of excess commissions and fees to other governmental agencies - - (36,754) (36,754) Total other financing uses - - (372,704) (372,704) Net change in fund balance - - - - Fund balance, beginning of year - - - - Fund balance, end of year -$ -$ -$ -$ Budget Collier County, Florida Property Appraiser Notes to Financial Statements September 30, 2018 6 1. Summary of Significant Accounting Policies The following is a summary of significant accounting principles and policies used in the preparation of the financial statements of the Collier County, Florida Property Appraiser (Property Appraiser). Reporting Entity The Property Appraiser is an elected official of the County, pursuant to the Constitution of the State of Florida, Article VIII, Section 1(d). The Property Appraiser is part of the primary government of the County. Although the Board and the Florida Department of Revenue approve the Property Appraiser’s total operating budget, the Property Appraiser is responsible for the administration and the operation of the Property Appraiser’s office. The Property Appraiser’s financial statements include only the funds of the Property Appraiser’s office. There are no separate legal entities (component units) for which the Property Appraiser is considered to be financially accountable. The financial activities of the Property Appraiser, as a constitutional officer, are included in the Collier County, Florida Comprehensive Annual Financial Report. Measurement Focus, Basis of Accounting, and Basis of Presentation These financial statements have been prepared for the purpose of complying with Section 218.39(2), Florida Statutes, and Chapter 10.550, Rules of the Auditor General – Local Governmental Entity Audits, which allows the Property Appraiser to only present fund financial statements. These financial statements present only the portion of the funds of Collier County, Florida that are attributable to the Property Appraiser. They are not intended to present fairly the financial position and results of operations of Collier County, Florida in conformity with accounting principles generally accepted in the United States of America. The financial activities of the Property Appraiser, as a constitutional officer, are included in the Collier County, Florida Comprehensive Annual Financial Report. These fund financial statements report detailed information about the Property Appraiser. The focus of governmental fund financial statements is on major funds rather than reporting funds by type. Each major fund is reported in a separate column. Collier County, Florida Property Appraiser Notes to Financial Statements September 30, 2018 7 1. Summary of Significant Accounting Policies (continued) Governmental Funds Governmental funds are accounted for using the flow of current financial resources measurement focus. Only current assets and current liabilities, generally, are included on the balance sheet. Operating statements for these funds present increases (i.e., revenues and other financing sources) and decreases (i.e., expenditures and other financing uses) in net current assets. The Property Appraiser’s only governmental fund is the general fund. The general fund is used to account for the general operations of the Property Appraiser and includes all transactions not accounted for in another fund. The modified accrual basis of accounting is used by governmental funds. Under the modified accrual basis of accounting, revenues are recognized when susceptible to accrual (i.e., when they become measurable and available to finance liabilities of the current fiscal year). For this purpose, the Property Appraiser considers revenues to be available if they are collected within 60 days after year-end. Expenditures are recorded when the related fund liability is incurred, except for certain compensated absences, which are recognized as expenditures to the extent they have matured. Interest revenue and miscellaneous revenue are recognized as they are earned and become measurable and available to pay liabilities of the current period. Substantially all of the Property Appraiser’s revenue is received from taxing authorities. These monies are virtually unrestricted and are revocable only for failure to comply with prescribed compliance requirements. These resources are reflected as revenue at the time of receipt; earlier if the “susceptible to accrual” criteria are met. Florida Statutes provide that the amount by which revenues exceed annual expenditures be remitted to each governmental agency or the Board immediately following the fiscal year for which the funding was provided or following the fiscal year during which other revenue was recognized. Capital outlays expended in the general fund operations are capitalized in the basic financial statements of Collier County, Florida rather than in the governmental funds of the Property Appraiser. Collier County, Florida Property Appraiser Notes to Financial Statements September 30, 2018 8 1. Summary of Significant Accounting Policies (continued) Refund of “Excess Fees” Florida Statutes further provide that the excess of revenues over expenditures held by the Property Appraiser be distributed to each governmental agency or the Board in the same proportion as the fees paid by each governmental agency bear to total fee revenues. The amount of this distribution is recorded as a liability and as an other financing use-transfer out in the accompanying financial statements. Cash and Cash Equivalents Cash and cash equivalents are highly liquid investments with original maturities of three months or less. Compensated Absences All full-time employees of the Property Appraiser are allowed to accumulate an unlimited number of hours of unused sick leave and up to 200 hours of unused vacation leave. Upon termination, employees receive 100% of allowable accumulated vacation hours and a percentage of unused sick leave, depending on years of service, not to exceed 1,040 hours. Vacation and sick leave payments are included in operating costs of the general fund when the payments are made to the employees. The Property Appraiser does not, nor is legally required to, accumulate financial resources for these unmatured obligations. Accordingly, the liability for compensated absences is not reported in the general fund of the Property Appraiser, but rather is reported in the basic financial statements of Collier County, Florida. Prepaid Expenses The Property Appraiser has elected to follow GASB Codification 1600.127 Other Expenditure Recognition Alternatives and expends maintenance costs as they are incurred and does not allocate the cost between periods. Collier County, Florida Property Appraiser Notes to Financial Statements September 30, 2018 9 1. Summary of Significant Accounting Policies (continued) Use of Estimates The preparation of the financial statements requires management of the Property Appraiser to make a number of estimates and assumptions relating to the reported amounts of assets and liabilities and the disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenditures during the period. Actual results could differ from those estimates. 2. Budgetary Process Florida Statutes govern the preparation, adoption, and administration of the Property Appraiser’s annual budget. The Property Appraiser prepares a budget for the general fund and submits it to the Florida Department of Revenue for approval. A copy of the approved budget is provided to the Board. Any subsequent amendments to the Property Appraiser’s total budget must be approved by the Florida Department of Revenue. The annual budget serves as the legal authorization for expenditures. Expenditures may not legally exceed appropriations at the fund level. Appropriations lapse at year-end. Budget control is maintained at the departmental major object expenditure level. Budgetary changes within major object expenditure categories are made at the discretion of the Property Appraiser. The original budget is the first complete appropriated budget. The final budget is the original budget adjusted by all reserves, transfers, allocations, supplemental appropriations, and other legally authorized changes applicable to the fiscal year, whenever legally authorized. The Property Appraiser’s budget is prepared under a budgetary basis of accounting that differs from generally accepted accounting principles (GAAP). Certain revenues received from non-ad valorem commissions and other sources are not recognized under the budgetary basis of accounting; however, the revenues have been recognized under GAAP. The Property Appraiser’s budget is prepared under a budgetary basis of accounting that differs from generally accepted accounting principles (GAAP). Certain revenues received from non-ad valorem commissions and expenditures of such revenue are not recognized under the budgetary basis of accounting; however, the revenues and related expenditures have been recognized under GAAP. Collier County, Florida Property Appraiser Notes to Financial Statements September 30, 2018 10 2. Budgetary Process (continued) A reconciliation of revenues, expenditures, and other financing uses on a budgetary basis to a GAAP is as follows: Total revenues - budgetary basis 7,517,035$ Revenues not budgeted: Non-ad valorem commissions are not budgeted 967,260 Total revenues - GAAP basis 8,484,295$ Total expenditures - budgetary basis 7,144,331$ Expenditures not budgeted: Non-ad valorem related expenditures are not budgeted 58,056 Total expenditures - GAAP basis 7,202,387$ Total other financing uses - budgetary basis (372,704)$ Other financing uses not budgeted: Distribution of non-ad valorem excess fees are not budgeted (909,204) Total other financing uses - GAAP basis (1,281,908)$ 3. Cash At September 30, 2018, the carrying value of the Property Appraiser’s cash was as follows: Carrying Value Cash on hand 125$ Demand deposits 1,345,783 Total cash 1,345,908$ Type Collier County, Florida Property Appraiser Notes to Financial Statements September 30, 2018 11 3. Cash (continued) Custodial Credit Risk At September 30, 2018, the Property Appraiser’s deposits were entirely covered by Federal Depository Insurance or by collateral pledged with the State Treasurer pursuant to Chapter 280, Florida Statutes. Under this Chapter, in the event of default by a participating financial institution (a qualified public depository), all participating institutions are obligated to reimburse the governmental entity for the loss. Credit Risk The Property Appraiser’s policy is to follow the guidance in Section 219.075, Florida Statutes, regarding the deposit of funds received and the investment of surplus funds. Sections 219.075 and 218.415, Florida Statutes, authorize the Property Appraiser to invest in Florida PRIME (formerly the Local Government Surplus Funds Trust Fund) or any intergovernmental investment pool authorized pursuant to the Florida Interlocal Cooperation Act; Securities and Exchange Commission registered money market funds with the highest credit quality rating from a nationally recognized rating agency; direct obligations of the United States Treasury; federal agencies and instrumentalities or interest-bearing time deposits or savings accounts in banks organized under the laws of the United States and doing business and situated in the State of Florida, savings and loan associations which are under state supervision; or in federal savings and loan associations located in the State of Florida and organized under federal law and federal supervision, provided that any such deposits are secured by collateral as may be prescribed by law. Interest Rate Risk The Property Appraiser has no specific investment policy regarding interest rate risk. Collier County, Florida Property Appraiser Notes to Financial Statements September 30, 2018 12 4. Capital Assets Capital assets used by the Property Appraiser are capitalized in the basic financial statements of Collier County, Florida rather than in the governmental funds of the Property Appraiser. Upon acquisition, such assets are recorded as expenditures in the general fund of the Property Appraiser, and are capitalized at cost in the basic financial statements of Collier County, Florida. Capital assets are valued at historical cost or estimated historical cost if actual historical cost is not available. Donated capital assets are valued at acquisition value on the date received. The Property Appraiser maintains custodial responsibility for the capital assets used by the office. No depreciation expense has been provided on capital assets in these financial statements. However, depreciation expense on these assets is recorded in the basic financial statements of Collier County, Florida. The following is a summary of changes in capital assets for the year ended September 30, 2018: October 1, September 30, 2017 Additions Deductions 2018 Improvements other than buildings 15,332$ -$ -$ 15,332$ Machinery and equipment 1,513,629 45,813 - 1,559,442 Total capital assets 1,528,961 45,813 - 1,574,774 Less: accumulated depreciation (1,301,167) (79,353) - (1,380,520) Total capital assets, net 227,794$ (33,540)$ -$ 194,254$ 5. Long-Term Liabilities The following is a summary of changes in long-term liabilities, which are reported in the basic financial statements of Collier County, Florida: October 1, September 30, 2017 Increase Decrease 2018 Accrued compensated absences 331,159$ 343,645$ (323,857)$ 350,947$ Collier County, Florida Property Appraiser Notes to Financial Statements September 30, 2018 13 5. Long-Term Liabilities (continued) Of these liabilities, approximately $150,000 is expected to be paid during the fiscal year ending September 30, 2018, which will be included in the operating costs of the general fund when expended. These long-term liabilities are not reported in the financial statements of the Property Appraiser since they have not matured. 6. Pension Plans Background The Florida Retirement System (FRS) was created by Chapter 121, Florida Statutes, to provide a defined benefit pension plan for participating public employees. The FRS was amended in 1998 to add the Deferred Retirement Option Program under the defined benefit plan and amended in 2000 to provide a defined contribution plan alternative to the defined benefit plan for FRS members effective July 1, 2002. This integrated defined contribution pension plan is the FRS Investment Plan. Chapter 112, Florida Statutes, established the Retiree Health Insurance Subsidy (HIS) Program, a cost-sharing multiple-employer defined benefit pension plan, to assist retired members of any State-administered retirement system in paying the costs of health insurance. Essentially all regular employees of the Property Appraiser are eligible to enroll as members of the State-administered FRS. Provisions relating to the FRS are established by Chapters 121 and 122, Florida Statutes; Chapter 112, Part IV, Florida Statutes; Chapter 238, Florida Statutes; and FRS Rules, Chapter 60S, Florida Administrative Code; wherein eligibility, contributions, and benefits are defined and described in detail. Such provisions may be amended at any time by further action from the Florida Legislature. The FRS is a single retirement system administered by the Florida Department of Management Services, Division of Retirement, and consists of the two cost-sharing, multiple-employer defined benefit plans and other nonintegrated programs. A comprehensive annual financial report of the FRS, which includes its financial statements, required supplementary information, actuarial report, and other relevant information, is available from the Florida Department of Management Services’ Web site (www.dms.myflorida.com). Collier County, Florida Property Appraiser Notes to Financial Statements September 30, 2018 14 6. Pension Plans (continued) Florida Retirement System Pension Plan Plan Description The Florida Retirement System Pension Plan (FRS Plan) is a cost-sharing multiple-employer defined benefit pension plan, with a Deferred Retirement Option Program (DROP) for eligible employees. The general classes of membership are as follows: Regular Class – Members of the FRS who do not qualify for membership in the other classes. Elected County Officers Class – Members who hold specified elective offices in local government. Senior Management Service Class (SMSC) – Members in senior management level positions. Special Risk Class – Members who are special risk employees, such as law enforcement officers, meet the criteria to qualify for this class. Employees enrolled in the FRS Plan prior to July 1, 2011, vest at 6 years of creditable service and employees enrolled in the FRS Plan on or after July 1, 2011, vest at 8 years of creditable service. All vested members, enrolled prior to July 1, 2011, are eligible for normal retirement benefits at age 62, or at any age after 30 years of service, except for members classified as special risk who are eligible for normal retirement benefits at age 55 or at any age after 25 years of service. All members enrolled in the FRS Plan on or after July 1, 2011, once vested, are eligible for normal retirement benefits at age 65 or any time after 33 years of creditable service, except for members classified as special risk who are eligible for normal retirement benefits at age 60 or at any age after 30 years of service. Employees enrolled in the FRS Plan may include up to 4 years of credit for military service toward creditable service. The FRS Plan also includes an early retirement provision; however, there is a benefit reduction for each year a member retires before his or her normal retirement date. The FRS Plan provides retirement, disability, death benefits, and annual cost-of-living adjustments to eligible participants. Collier County, Florida Property Appraiser Notes to Financial Statements September 30, 2018 15 6. Pension Plans (continued) DROP, subject to provisions of Section 121.091, Florida Statutes, permits employees eligible for normal retirement under the FRS Plan to defer receipt of monthly benefit payments while continuing employment with an FRS participating employer. An employee may participate in DROP for a period not to exceed 60 months after electing to participate, except that certain instructional personnel may participate for up to 96 months. During the period of DROP participation, deferred monthly benefits are held in the FRS Trust Fund and accrue interest. The net pension liability does not include amounts for DROP participants, as these members are considered retired and are not accruing additional pension benefits. Benefits Provided Benefits under the FRS Plan are computed on the basis of age and/or years of service, average final compensation, and service credit. Credit for each year of service is expressed as a percentage of the average final compensation. For members initially enrolled before July 1, 2011, the average final compensation is the average of the 5 highest fiscal years’ earnings; for members initially enrolled on or after July 1, 2011, the average final compensation is the average of the 8 highest fiscal years’ earnings. The total percentage value of the benefit received is determined by calculating the total value of all service, which is based on the retirement class to which the member belonged when the service credit was earned. Members are eligible for in-line-of-duty or regular disability and survivors’ benefits. As provided in Section 121.101, Florida Statutes, if the member is initially enrolled in the FRS before July 1, 2011, and all service credit was accrued before July 1, 2011, the annual cost-of-living adjustment is 3 percent per year. If the member is initially enrolled before July 1, 2011, and has service credit on or after July 1, 2011, there is an individually calculated cost-of-living adjustment. The annual cost-of-living adjustment is a proportion of 3 percent determined by dividing the sum of the pre-July 2011 service credit by the total service credit at retirement multiplied by 3 percent. FRS Plan members initially enrolled on or after July 1, 2011, will not have a cost-of-living adjustment after retirement. Detailed information about the County’s proportionate share of FRS’s net pension liability, deferred outflows/inflows of resources, and pension expense are reported in the government-wide statements of the County. Collier County, Florida Property Appraiser Notes to Financial Statements September 30, 2018 16 6. Pension Plans (continued) Retiree Health Insurance Subsidy Program Plan Description The Retiree Health Insurance Subsidy Program (HIS Plan) is a cost-sharing multiple-employer defined benefit pension plan established under Section 112.363, Florida Statutes, and may be amended by the Florida Legislature at any time. The benefit is a monthly payment to assist retirees of State-administered retirement systems in paying their health insurance costs and is administered by the Florida Department of Management Services, Division of Retirement. Benefits Provided For the fiscal year ended June 30, 2018, eligible retirees and beneficiaries received a monthly HIS payment of $5 for each year of creditable service completed at the time of retirement, with a minimum HIS payment of $30 and a maximum HIS payment of $150 per month, pursuant to Section 112.363, Florida Statutes. To be eligible to receive a HIS Plan benefit, a retiree under a State-administered retirement system must provide proof of health insurance coverage, which may include Medicare. Detailed information about the County’s proportionate share of HIS’s net pension liability, deferred outflows/inflows of resources, and pension expense are reported in the government-wide statements of the County. FRS Investment Plan The Florida State Board of Administration (SBA) administers the defined contribution plan officially titled the FRS Investment Plan (Investment Plan). The Investment Plan is reported in the SBA’s annual financial statements and in the State of Florida Comprehensive Annual Financial Report. As provided in Section 121.4501, Florida Statutes, eligible FRS members may elect to participate in the Investment Plan in lieu of the FRS defined benefit plan. Property Appraiser employees participating in DROP are not eligible to participate in the Investment Plan. Employer and employee contributions, including amounts contributed to individual member’s accounts, are defined by law, but the ultimate benefit depends in part on the performance of investment funds. Collier County, Florida Property Appraiser Notes to Financial Statements September 30, 2018 17 6. Pension Plans (continued) Benefit terms, including contribution requirements, for the Investment Plan are established and may be amended by the Florida Legislature. The Investment Plan is funded with the same employer and employee contribution rates that are based on salary and membership class (Regular Class, Elected County Officers, etc.), as the FRS defined benefit plan. Contributions are directed to individual member accounts, and the individual members allocate contributions and account balances among various approved investment choices. Costs of administering plan, including the FRS Financial Guidance Program, are funded through an employer contribution of 0.06 percent of payroll and by forfeited benefits of plan members. For all membership classes, employees are immediately vested in their own contributions and are vested after 1 year of service for employer contributions and investment earnings. If an accumulated benefit obligation for service credit originally earned under the FRS Pension Plan is transferred to the Investment Plan, the member must have the years of service required for FRS Pension Plan vesting (including the service credit represented by the transferred funds) to be vested for these funds and the earnings on the funds. Non-vested employer contributions are placed in a suspense account for up to 5 years. If the employee returns to FRS-covered employment within the 5-year period, the employee will regain control over their account. If the employee does not return within the 5-year period, the employee will forfeit the accumulated account balance. For the fiscal year ended June 30, 2018, the information for the amount of forfeitures was unavailable from the SBA; however, management believes that these amounts, if any, would be immaterial to the Property Appraiser. After termination and applying to receive benefits, the member may rollover vested funds to another qualified plan, structure a periodic payment under the Investment Plan, receive a lump-sum distribution, leave the funds invested for future distribution, or any combination of these options. Disability coverage is provided; the member may either transfer the account balance to the FRS Pension Plan when approved for disability retirement to receive guaranteed lifetime monthly benefits under the FRS Pension Plan, or remain in the Investment Plan and rely upon that account balance for retirement income. Collier County, Florida Property Appraiser Notes to Financial Statements September 30, 2018 18 6. Pension Plans (continued) Contributions The contribution requirements of the Property Appraiser are established and may be amended by the State of Florida. The Property Appraiser’s employer contributions to the plan for the years ended September 30, 2018, 2017, and 2016, were $472,786, $409,812, and $451,635, respectively, equal to the required contributions for each year. Additional information about pension plans can be found in the County’s comprehensive annual financial report or County-wide financial statements. 7. Other Postemployment Benefits In accordance with Section 112.0801, Florida Statutes, the Property Appraiser participates with Collier County in offering retiring employees the opportunity to continue participation in the County’s health insurance plan. The participating retirees pay 100% of the premium cost applicable to an active employee. The liability and expense for other postemployment benefits, calculated in accordance with Governmental Accounting Standards Board Statement No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions, are reported in the financial statements of the County. 8. Related-Party Transactions During the fiscal year ended September 30, 2018, the Board paid fees to the Property Appraiser that amounted to $7,181,252. At September 30, 2018, the Property Appraiser had a payable due to the Board as follows: Distribution of excess commissions and fees 724,199$ Collier County, Florida Property Appraiser Notes to Financial Statements September 30, 2018 19 9. Risk Management Collier County, Florida (County) is exposed to various risks of loss including but not limited to, general liability, health and life, property and casualty, auto and physical damage, and workers’ compensation. The County is substantially self-insured and accounts for and finances its risk of uninsured losses through an internal service fund. All liabilities associated with these self-insured risks are reported in the basic financial statements of the County. The Property Appraiser participates in the County’s self-insurance program. During the year ended September 30, 2018, the Property Appraiser was charged $1,062,126 by the County for participation in the risk management program. The County retains the first $500,000 per claim for workers’ compensation, and has purchased outside excess coverage for up to the statutory limits for each injury or illness. The County also provides coverage for up to $500,000 per occurrence for general liability and $300,000 per occurrence for auto liability coverage and has purchased outside excess coverage for up to $5 million per claim. Negligence claims in excess of the statutory limits set in Section 768.20, Florida Statutes, which provide for limited sovereign immunity of $200,000/$300,000 per occurrence can only be recovered through an act of the State Legislature. Property claims are subject to a 5% wind deductible and a $50,000 deductible for all other perils. The County retains the first $100,000 per claim/$200,000 per occurrence for public official errors and omissions and crime coverage and has purchased outside excess coverage for up to $5 million per claim. There have been no significant reductions in insurance coverage in the last year. Settled claims have not exceeded the insurance provided by third party carriers in any of the last three years. The County is self-insured for health claims covering all of its employees and their eligible dependents. The County retains the first $450,000 per covered member and has purchased outside excess coverage for all claims exceeding this amount. An actuarial valuation is performed each year to estimate the amounts needed to pay prior and future claims and to establish reserves. 10. Commitments and Contingencies Litigation The Property Appraiser is involved as a defendant or plaintiff in certain litigation and claims arising from the ordinary course of operations. In the opinion of the Property Appraiser and legal counsel, the range of potential recoveries or liabilities will not materially affect the financial position of the Property Appraiser. 20 INDEPENDENT AUDITORS’ REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS Honorable Abe Skinner Property Appraiser Collier County, Florida We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of the general fund of the Collier County, Florida Property Appraiser (Property Appraiser), as of and for the year ended September 30, 2018, and the related notes to the financial statements, which collectively comprise the Property Appraiser’s financial statements, and have issued our report thereon dated January 21, 2019. Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the Property Appraiser’s internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinion on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the Property Appraiser’s internal control. Accordingly, we do not express an opinion on the effectiveness of the Property Appraiser’s internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies and therefore, material weaknesses or significant deficiencies may exist that have not been identified. We did identify a deficiency in internal control described below as 2018-001 that we consider to be a material weakness. 2018-001 Criteria: Management is responsible for establishing and maintaining internal controls to ensure that transactions are properly recorded and reported in the financial statements in accordance with accounting principles generally accepted in the United States of America. Honorable Abe Skinner Property Appraiser 21 Condition: Management did not make journal entries required for the financial statements to be correctly stated. These entries were to record a payable for non-ad valorem excess fees distributed after year-end and to correct fund balance. Cause: Management neglected to make these journal entries. Effect: The financial statements were misstated. Recommendation: We recommend that detailed review of the financial statements be performed on a monthly basis. Management’s Response: Management will ensure that a thorough review of the financial statements occurs and that all necessary journal entries are recorded. Property Appraiser’s Response to Findings The Property Appraiser’s response to the findings identified in our audit is described above. The Property Appraiser’s response was not subjected to the auditing procedures applied in the audit of the financial statements and, accordingly, we express no opinion on it. Compliance and Other Matters As part of obtaining reasonable assurance about whether the Property Appraiser’s financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit and, accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the result of that testing, and not to provide an opinion on the effectiveness of the Property Appraiser’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the Property Appraiser’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose. CliftonLarsonAllen LLP Naples, Florida January 21, 2019 22 MANAGEMENT LETTER Honorable Abe Skinner Property Appraiser Collier County, Florida Report on the Financial Statements We have audited the financial statements of the general fund of the Collier County, Florida Property Appraiser (Property Appraiser) as of and for the year ended September 30, 2018, and have issued our report thereon dated January 21, 2019. Auditors’ Responsibility We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States and Chapter 10.550, Rules of the Florida Auditor General. Other Reporting Requirements We have issued our Independent Auditors’ Report on Internal Control over Financial Reporting and on Compliance and Other Matters based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards and Independent Accountants’ Report on an examination conducted in accordance with AICPA Professional Standards, AT-C Section 315, regarding compliance requirements in accordance with Chapter 10.550, Rules of the Auditor General. Disclosures in those reports which are dated January 21, 2019 should be considered in conjunction with this management letter. Prior Audit Findings Section 10.554(1)(i)1., Rules of the Auditor General, requires that we determine whether or not corrective actions have been taken to address findings and recommendations made in the preceding annual financial audit report. There were no findings and recommendations made in the preceding annual financial audit report. Official Title and Legal Authority Section 10.554(1)(i)4., Rules of the Auditor General, requires that the name or official title and legal authority for the primary government and each component unit of the reporting entity be disclosed in this management letter, unless disclosed in the notes to the financial statements. See Note 1 in the notes to financial statements. Honorable Abe Skinner Property Appraiser 23 Financial Management Section 10.554(1)(i)2., Rules of the Auditor General, requires that we communicate any recommendations to improve financial management. In connection with our audit, we made recommendations as listed in the following schedule of findings and response. The Property Appraiser’s response to the finding identified in our audit is described in the accompanying schedule of findings and response. The Property Appraiser’s response was not subjected to auditing procedures applied in the audit and, accordingly, we express no opinion on the response. Additional Matters Section 10.554(1)(i)3., Rules of the Auditor General, requires us to communicate noncompliance with provisions of contracts or grant agreements, or abuse, that have occurred, or are likely to have occurred, that have an effect on the financial statements that is less than material but which warrants the attention of those charged with governance. In connection with our audit, we did not have any such findings. Purpose of this Letter Our management letter is intended solely for the information and use of the Legislative Auditing Committee, members of the Florida Senate and the Florida House of Representatives, the Florida Auditor General, Federal and other granting agencies, and the Property Appraiser and applicable management, and is not intended to be, and should not be, used by anyone other than these specified parties. CliftonLarsonAllen LLP Naples, Florida January 21, 2019 COLLIER COUNTY, FLORIDA PROPERTY APPRAISER SCHEDULE OF FINDINGS AND RESPONSE SEPTEMBER 30, 2018 24 2018-002 Allocation of non-ad valorem excess fees Criteria: The allocation of non-ad valorem excess fees remitted to the non-ad valorem assessment districts should be based on the percentage of non-ad valorem fees collected from each district as compared to the total non-ad valorem assessments fees collected. Condition: During the audit, we noted that the allocation of non-ad valorem excess fees calculated for each of the non-ad valorem assessment districts was incorrect. Cause: An incorrect tax roll recapitulation was used to determine the allocation of excess fees. Effect: This error resulted in the non-ad valorem assessment districts receiving an incorrect amount of excess fees. Recommendation: We recommend that the calculation be thoroughly reviewed prior to the journal entry being made and the credit given to the non-ad valorem assessment districts. Management’s response: The allocation of the non-ad valorem excess fees will be corrected for next year’s billing using the appropriate percentages. 25 INDEPENDENT ACCOUNTANTS’ REPORT Honorable Abe Skinner Property Appraiser Collier County, Florida We have examined the Collier County Property Appraiser, Collier County, Florida’s (Property Appraiser) compliance with Section 218.415, Florida Statutes, regarding the investment of public funds during the year ended September 30, 2018. Management of the Property Appraiser is responsible for the Property Appraiser’s compliance with the specified requirements. Our responsibility is to express an opinion on the Property Appraiser’s compliance with the specified requirements based on our examination. Our examination was conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants. Those standards require that we plan and perform the examination to obtain reasonable assurance about whether the Property Appraiser complied, in all material respects, with the specified requirements referenced above. An examination involves performing procedures to obtain evidence about whether the Property Appraiser complied with the specified requirements. The nature, timing, and extent of the procedures selected depend on our judgment, including an assessment of the risks of material noncompliance, whether due to fraud or error. We believe that the evidence we obtained is sufficient and appropriate to provide a reasonable basis for our opinion. Our examination does not provide a legal determination on the Property Appraiser’s compliance with specified requirements. In our opinion, the Property Appraiser complied, in all material respects, with Section 218.415, Florida Statutes, regarding the investment of public funds during the year ended September 30, 2018. This report is intended solely for the information and use of the Property Appraiser and the Auditor General, State of Florida, and is not intended to be, and should not be, used by anyone other than these specified parties. CliftonLarsonAllen LLP Naples, Florida January 21, 2019 Collier County, Florida Sheriff Financial Statements and Supplemental Reports Year Ended September 30, 2018 Collier County, Florida Sheriff Financial Statements and Other Reports Year Ended September 30, 2018 Contents Independent Auditors’ Report ..........................................................................................................1 Financial Statements Balance Sheet – Governmental Funds .............................................................................................4 Statement of Revenues, Expenditures, and Changes in Fund Balances – Governmental Funds .....................................................................................................................5 Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget (Non-GAAP) and Actual – General Fund ........................................................................6 Statement of Net Position – Internal Service Fund ..........................................................................7 Statement of Revenues, Expenses, and Changes in Net Position – Internal Service Fund ....................................................................................................................8 Statement of Cash Flows – Internal Service Fund ...........................................................................9 Statement of Fiduciary Net Position – Agency Funds ...................................................................10 Notes to Financial Statements ........................................................................................................11 Required Supplementary Information Schedule of Changes in Total OPEB Liability and Related Ratios ...............................................37 Combining Financial Information Combining Statement of Fiduciary Net Position – Agency Funds ................................................38 Statement of Changes in Assets and Liabilities – Agency Funds ..................................................39 Honorable Kevin Rambosk Sheriff Contents (continued) Other Reports Independent Auditors’ Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance With Government Auditing Standards .................................................................................................40 Schedule of Findings and Responses .............................................................................................42 Management Letter ........................................................................................................................44 Independent Accountants’ Report ..................................................................................................46 Independent Accountants’ Report on Applying Agreed-Upon Procedures ...................................47 1 INDEPENDENT AUDITORS' REPORT Honorable Kevin Rambosk Sheriff Collier County, Florida Report on the Financial Statements We have audited the accompanying financial statements of each major fund and the aggregate remaining fund information of the Collier County, Florida Sheriff (Sheriff), as of and for the year ended September 30, 2018, and the related notes to the financial statements, which collectively comprise the Sheriff’s financial statements as listed in the table of contents. Management’s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditors’ Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditors’ judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Honorable Kevin Rambosk Sheriff 2 Opinions In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of each major fund and the aggregate remaining fund information for the Sheriff as of September 30, 2018, and the respective changes in financial position and, where applicable, cash flows and budgetary comparison thereof for the year then ended in accordance with accounting principles generally accepted in the United States of America. Emphasis of Matters As discussed in Note 1 to the financial statements, the financial statements referred to above were prepared solely for the purpose of complying with the Rules of the Auditor General of the State of Florida. In conformity with the Rules, the accompanying financial statements are intended to present the financial position and changes in financial position of each major fund, and the aggregate remaining fund information, only for that portion of the major funds, and the aggregate remaining fund information, of Collier County that is attributable to the Sheriff. They do not purport to, and do not, present fairly the financial position of Collier County as of September 30, 2018, and the changes in its financial position for the fiscal year then ended in conformity with accounting principles generally accepted in the United States of America. Our opinion is not modified with respect to this matter. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the Schedule of Changes in Total OPEB Liability and Related Ratios, as listed in the table of contents, be presented to supplement the financial statements. Such information, although not a required part of the financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the financial statements, and other knowledge we obtained during our audit of the financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Management has omitted management’s discussion and analysis that accounting principles generally accepted in the United States of America require to be presented to supplement the basic financial statements. Such missing information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. Our opinion on the basic financial statements is not affected by this missing information. Honorable Kevin Rambosk Sheriff 3 Supplementary Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the Sheriff’s financial statements. The combining statements, as listed in the table of contents, are presented for purposes of additional analysis and are not a required part of the financial statements. The combining statements are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the financial statements. Such information has been subjected to the auditing procedures applied in the audit of the financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the financial statements or to the financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the combining statements are fairly stated in all material respects in relation to the financial statements as a whole. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated January 17, 2019 on our consideration of the Sheriff’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the Sheriff’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the Sheriff’s internal control over financial reporting and compliance. CliftonLarsonAllen LLP Naples, Florida January 17, 2019 Collier County, Florida Sheriff Balance Sheet – Governmental Funds September 30, 2018 See accompanying Notes to Financial Statements. 4 Grant Other Non-MajorSpecial Prisoner Federal Equitable Special Revenue General Revenue Fund Welfare SharingFunds TotalAssetsCash and cash equivalents 11,467,710$ 774,762$ 2,237,555$ 690,459$ –$ 15,170,486$ Accounts receivable 61,225 – – – – 61,225 Other receivable 5,100 – 21,053 – – 26,153 Due from other funds 226,134 – 61,819 – – 287,953 Due from other governments 5,533,433 134,428 – – – 5,667,861 Due from Collier County, Florida Board of– County Commissioners 35,284 41,451 – – 238,856 315,591 Total assets 17,328,886$ 950,641$ 2,320,427$ 690,459$ 238,856$ 21,529,269$ Liabilities and fund balancesLiabilities:Accounts payable 2,548,894$ 5,140$ 9,929$ 8,300$ 40,874$ 2,613,137$ Accrued expenses 8,486,226 33,456 – – 19,164 8,538,846 Due to other funds 500,000 – 35,896 – 178,818 714,714 Due to Collier County, Florida Board of– County Commissioners 4,969,930 – – – – 4,969,930 Due to other governments 823,836 – – – – 823,836 Unearned revenue– 4,998 – – – 4,998 Total liabilities 17,328,886 43,594 45,825 8,300 238,856 17,665,461 Fund balances:Restricted– 907,047 2,274,602 682,159 – 3,863,808 Total liabilities and fund balances 17,328,886$ 950,641$ 2,320,427$ 690,459$ 238,856$ 21,529,269$ Collier County, Florida Sheriff Statement of Revenues, Expenditures, and Changes in Fund Balances – Governmental Funds Year Ended September 30, 2018 See accompanying Notes to Financial Statements. 5 Grant Other Non-MajorSpecial Prisoner Federal Equitable Special RevenueGeneral Revenue Fund Welfare SharingFunds TotalRevenues:Grant revenue 5,446,182$ 861,814$ –$ –$ –$ 6,307,996$ Charges for services 1,661,195 – 793,986 – – 2,455,181 Other revenue– – – 5,928 – 5,928 Total revenues 7,107,377 861,814 793,986 5,928 – 8,769,105 Expenditures:General government:Personal services 4,355,279 – – – – 4,355,279 Operating expenditures 71,546 – – – – 71,546 Capital outlay3,787 – – – – 3,787 Public safety:– Personal services 135,904,297 529,656 247,476 – 829,344 137,510,773 Operating expenditures 25,347,273 192,463 144,607 53,367 1,787,563 27,525,273 Capital outlay12,099,412 185,824 – – 98,305 12,383,541 Debt Service - principal 55,478 – – – – 55,478 Debt Service - interest 7,707 – – – – 7,707 Total expenditures 177,844,779 907,943 392,083 53,367 2,715,212 181,913,384 Excess (deficiency) of revenues over (under) expenditures (170,737,402) (46,129) 401,903 (47,439) (2,715,212) (173,144,279) Other financing sources (uses):Transfers in:Collier County, Florida Board of County Commissioners appropriations 174,720,200 – – – – 174,720,200 Collier County, Florida Board of County Commissioners 967,364 – – – 2,715,212 3,682,576 Transfers out:Distribution of excess appropriations to Collier County,Florida Board of County Commissioners(4,950,162) – – – – (4,950,162) Total other financing sources 170,737,402 – – – 2,715,212 173,452,614 Net change in fund balances– (46,129) 401,903 (47,439) – 308,335 Fund balances – beginning of year– 953,176 1,872,699 729,598 – 3,555,473 Fund balances – end of year–$ 907,047$ 2,274,602$ 682,159$ –$ 3,863,808$ Collier County, Florida Sheriff Statement of Revenues, Expenditures and Changes in Fund Balances – Budget (Non-GAAP) and Actual General Fund Year Ended September 30, 2018 See accompanying Notes to Financial Statements. 6 Variance With Budget Budget Positive Original Final Actual (Negative) Revenues: Grant Revenue –$ –$ –$ –$ Charges for services – 1,826,000 1,661,195 (164,805) Total revenues – 1,826,000 1,661,195 (164,805) Expenditures: General government: Personal services 4,137,400 4,137,400 4,355,279 (217,879) Operating expenditures 177,700 177,700 71,546 106,154 Capital outlay – – 3,787 (3,787) Public safety: Personal services 137,171,100 138,904,100 135,904,297 2,999,803 Operating expenditures 26,217,200 26,310,200 24,522,912 1,787,288 Capital outlay 7,016,800 7,016,800 11,195,759 (4,178,959) Total expenditures 174,720,200 176,546,200 176,053,580 492,620 Excess of expenditures over revenues (174,720,200) (174,720,200) (174,392,385) 327,815 Other financing sources (uses): Transfers in: Collier County, Florida Board of County Commissioners appropriations 174,720,200 174,720,200 174,720,200 – Transfers out: Distribution of excess appropriations to Collier County, Florida Board of County Commissioners – – (327,815) (327,815) Total other financing sources (uses)174,720,200 174,720,200 174,392,385 (327,815) Net change in fund balance – – – – Fund balance – beginning of year – – – – Fund balance – end of year –$ –$ –$ –$ Total revenues - budgetary basis 1,661,195$ Revenues not budgeted: Revenues for disaster cost reimbursements that are not budgeted 5,446,182 Total revenues - GAAP basis 7,107,377$ Total expenditures - budgetary basis 176,053,580$ Expenditures not budgeted: Expenditures for disaster mutual aid that are not budgeted 823,835 Expenditures for multi-period projects that are not budgeted 967,364 Total expenditure - GAAP basis 177,844,779$ Total other financing sources (uses) - budgetary basis 174,392,385$ Transfers in from Collier County Florida Board of County Commissioners (non-appropriations)967,364 Transfers out to Collier County Florida Board of County Commissioners (disaster cost reimbursements)(4,622,347) Total other financing sources (uses) - GAAP basis 170,737,402$ Collier County, Florida Sheriff Statement of Net Position – Internal Service Fund September 30, 2018 See accompanying Notes to Financial Statements. 7 Assets: Cash and cash equivalents 2,004,225$ Investments 8,098,342 Due from stop loss 2,407 Due from other funds 500,000 Interest receivable 21,619 Total assets 10,626,593 Liabilities: Self insurance claims payable 2,884,000 Deferred revenue 83,595 Total liabilities 2,967,595 Net position: Unrestricted 7,658,998 Total net position 7,658,998$ Collier County, Florida Sheriff Statement of Revenues, Expenses, and Changes in Net Position – Internal Service Fund Year Ended September 30, 2018 See accompanying Notes to Financial Statements. 8 Operating revenues: 25,544,474$ Operating expenses: 23,876,520 1,242,669 45,803 25,164,992 379,482 Nonoperating revenues: 104,696 Realized gain on sale of investments 5,136 Decrease in fair value of investments (16,860) Total nonoperating revenues 92,972 472,454 Net position – beginning of year 7,186,544 Net position – end of year 7,658,998$ Charges for services Change in net position Claims and claims expenses Reinsurance premiums Administrative and other expenses Total operating expenses Operating income Interest income, net of management fees Collier County, Florida Sheriff Statement of Cash Flows – Internal Service Fund Year Ended September 30, 2018 See accompanying Notes to Financial Statements. 9 Operating activities (23,652,520)$ (1,242,669) (45,803) 24,000,000 1,126,981 185,989 Investing activities 94,428 Purchase of securities (5,941,757) Proceeds from sales of securities 5,841,691 (5,638) 180,351 Cash, cash equivalents, and investments – beginning of year 1,823,874 Cash, cash equivalents, and investments – end of year 2,004,225$ Reconciliation of operating loss to net cash 379,482$ (1,088) (500,000) 224,000 83,595 185,989$ Net cash used by investing activities Cash payments for claims and claims related services Cash payments for reinsurance premiums Cash payments for administrative services and supplies Cash received from other funds for services Cash received from retirees for services Net cash provided by operating activities Interest earnings, net of management fees Increase in due to/from other funds Increase in deferred revenue Net cash provided by operating activities Net decrease in cash, cash equivalents, and investments provided by operating activities Operating income Adjustments to reconcile operating income to net cash provided by operating activities: Increase in other receivables Increase in self-insurance claims payable Collier County, Florida Sheriff Statement of Fiduciary Net Position – Agency Funds September 30, 2018 See accompanying Notes to Financial Statements. 10 Cash and cash equivalents 634,937$ Due from individuals and businesses 26,778 661,715$ Due to other funds 73,239$ Due to Collier County, Florida 20,777 Due to individuals and businesses 567,699 661,715$ Liabilities: Board of County Commissioners Total liabilities Assets: Total assets Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 11 1. Summary of Significant Accounting Policies Reporting Entity The Collier County, Florida Sheriff (Sheriff) is an elected constitutional officer as provided for by the Constitution of the State of Florida. Pursuant to Chapter 129, Florida Statutes, the Sheriff’s budget is submitted to the Collier County, Florida Board of County Commissioners (Board) for approval. The Sheriff is the chief law enforcement officer of Collier County, Florida (County) and is responsible for operating the County’s corrections facilities. The financial statements include the general fund, special revenue funds, proprietary fund (internal service fund), and agency funds of the Sheriff’s office. The accompanying financial statements were prepared for the purpose of complying with Section 218.39(2), Florida Statutes, and Chapter 10.550, Rules of the Auditor General - Local Governmental Entity Audits, which allows the Sheriff to only present fund financial statements. These financial statements present only the portion of the funds of Collier County, Florida that are attributable to the Sheriff. They are not intended to present fairly the financial positions and results of operations of Collier County, Florida in conformity with accounting principles generally accepted in the United States of America. There are no separate legal entities (component units) for which the Sheriff is financially accountable. Chapter 10.550, Rules of the Auditor General - Local Governmental Entity Audits, requires the Sheriff to only present fund financial statements. Accordingly, due to the omission of government-wide financial statements and related disclosures, including management’s discussion and analysis, these financial statements do not constitute a complete presentation of the financial position of the Sheriff as of September 30, 2017 and the changes in its financial position and its cash flows, where applicable, for the year then ended, in conformity with Governmental Accounting Standards Board (GASB) Statement No. 34, Basic Financial Statements – and Management’s Discussion and Analysis – for State and Local Governments, but otherwise constitute financial statements prepared in conformity with accounting principles generally accepted in the United States of America. As a result of the budgetary oversight by the Board and the financial dependency on the Board, the financial activities of the Sheriff are included in the Collier County, Florida Comprehensive Annual Financial Report. Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 12 1. Summary of Significant Accounting Policies (continued) Measurement Focus, Basis of Accounting, and Basis of Presentation Transfers are provided by appropriations from the Board pursuant to law. Estimated receipts and budgeted fund balances must equal appropriations. The Sheriff is required to refund to the Board all excess appropriations annually; therefore, no unappropriated general fund balance is carried forward. The fund financial statements report detailed information about the Sheriff. The focus of governmental fund financial statements is on major funds rather than reporting funds by type. Each major fund is reported in a separate column. Governmental Funds Governmental funds are accounted for using the flow of current financial resources measurement focus. Only current assets and current liabilities, generally, are included on the balance sheet. Operating statements for these funds present increases (i.e., revenues and other financing sources) and decreases (i.e., expenditures and other financing uses) in net current assets. The modified accrual basis of accounting is used by governmental funds. Under the modified accrual basis of accounting, revenues are recognized when susceptible to accrual (i.e., when they become measurable and available to finance liabilities of the current fiscal year). For this purpose, the Sheriff considers revenues to be available if they are collected within 60 days after year-end with the exception of grants, which have a period of availability of one year. Grants are recognized as revenue as soon as all eligibility requirements have been met. Expenditures are recorded when the related fund liability is incurred, except for compensated absences, which are recognized as expenditures to the extent they have matured. Substantially all of the Sheriff’s funding is appropriated by the Board. In applying the susceptible to accrual concept to intergovernmental revenue, there are essentially two types of revenue. In one, money must be expended on the specific purpose or project before any amounts will be paid to the Sheriff; therefore, revenue is recognized based upon the expenditures incurred. In the other, money is virtually unrestricted and is revocable only for failure to comply with prescribed compliance requirements. These resources are reflected as revenue at the time of receipt, or earlier, if the “susceptible to accrual” criteria are met. Other revenue is recognized as earned and becomes measurable and available to pay liabilities of the current period. Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 13 1. Summary of Significant Accounting Policies (continued) Governmental Funds (continued) Florida Statutes provide that the amount by which revenues and transfers exceed annual expenditures be remitted to the Board immediately following the fiscal year for which the funding was provided or following the fiscal year during which other revenue was recognized. The amount of this distribution is recorded as a liability and as an other financing use in the accompanying financial statements. Capital outlays expended in governmental fund operations are capitalized in the basic financial statements of Collier County, Florida rather than in the governmental funds of the Sheriff. The Sheriff has four major governmental funds: General Fund – The general fund is used to account for the general operations of the Sheriff and includes all transactions which are not accounted for in another fund. Grant Special Revenue Fund – This fund is used to account for the proceeds of federal and state grant revenues that are legally restricted to specified purposes. It also includes funds donated to the Collier County Sheriff’s Office. Donated funds are used in accordance with how each donor designates the use of funds. The majority of donated funds are usually designated for youth programs, however, funds have also been donated for officer safety, use by specific districts/substations for community activities, or other programs/activities in the community. Prisoner Welfare Fund – This fund is used to account for the proceeds of inmate-related services and is legally restricted to specified purposes, which benefit the inmate population. Federal Equitable Sharing Fund – The revenue from this fund is the result of joint investigations with federal agencies that result in the equitable sharing of the net proceeds of the forfeiture. The Sheriff also has the following non-major funds: Reported as Other Non-major Special Revenue Funds Confiscated Trust Fund – This fund is used to account for the proceeds of funds collected pursuant to Florida Statute 932.705. Funds are used for local match for grants, drug abuse education and prevention programs, and for other law enforcement purposes as the Board deems appropriate. Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 14 1. Summary of Significant Accounting Policies (continued) Governmental Funds (continued) Civil Citation – This fund is used to account for the proceeds of funds collected pursuant to Florida Statute 775.083. Funds are used for local match for grants and to defray the costs for crime prevention programs in the county. Education Trust Fund – This fund is used to account for the proceeds of funds collected pursuant to Florida Statute 943.25. Funds are used to defray training costs. E911 – This fund is used to account for the proceeds of funds collected pursuant to Florida Statute 365.172. Funds are used to pay certain costs associated with the Emergency 911 System. Criminal Justice Education and Training – This fund is used to account for the proceeds of funds collected pursuant to Florida Statute 943.25. Funds are used to defray training costs. Domestic Violence Training Fund – This fund is used to account for the proceeds of funds collected pursuant to Florida Statute 938.08. Funds are used to defray of incarcerating persons sentenced under Florida Statute 741.283 and to provide additional training to law enforcement personnel in combating domestic violence. Fund balances reported in these funds are to be used for the specified purpose of the respective fund. Fiduciary Funds Fiduciary Funds – Agency Funds – These funds are used to account for assets held by the Sheriff as an agent for individuals, private organizations, and other governments. Agency funds are custodial in nature (assets equal liabilities), and do not involve measurement of results of operations or have a measurement focus. Agency funds are accounted for using the accrual basis of accounting. Proprietary Fund Internal Service Fund – This fund is used to account for the health and dental insurance services provided to departments and retirees of the Sheriff on a cost-reimbursement basis. Proprietary funds are accounted for using the economic resources measurement focus and the accrual basis of accounting. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 15 1. Summary of Significant Accounting Policies (continued) Cash Equivalents and Investments Cash equivalents are defined as highly liquid investments with original maturities of three months or less. The Sheriff invests funds throughout the year with Florida PRIME, an investment pool administered by the State Board of Administration (SBA), under the regulatory oversight of the State of Florida. Investments in Florida PRIME are made pursuant to Chapter 125.31, Florida Statutes. Florida PRIME is considered a qualifying external investment pool that meets all the necessary criteria to elect to measure all of the investments at amortized cost. Therefore, the fair value of the Sheriff’s position in the pool is the same as the value of the pool shares. The investments are not categorized because they are not evidenced by securities that exist in physical or book entry form. Throughout the year, and as of September 30, 2018, Florida PRIME contained certain floating and adjustable rate securities. These investments represented 24.1% of Florida PRIME’s portfolio at September 30, 2018. In accordance with GASB Statement No. 79, as a participant in a qualifying external investment pool, the Sheriff should disclose the presence of any limitations or restrictions on withdrawals (such as redemption notice periods, maximum transaction amounts, and the qualifying external investment pool’s authority to impose liquidity fees or redemption gates in the notes to the financial statements. With regards to redemption gates, Chapter 218.409(8)(a), Florida Statutes, states that “The principal, and any part thereof, of each account constituting the trust fund is subject to payment at any time from the moneys in the trust fund. However, the Executive Director may, in good faith, on the occurrence of an event that has a material impact on liquidity or operations of the trust fund, for 48 hours limit contributions to or withdrawals from the trust fund to ensure that the Board can invest moneys entrusted to it in exercising its fiduciary responsibility. Such action must be immediately disclosed to all participants, the Trustees, the Joint Legislative Auditing Committee, the Investment Advisory Council, and the Participant Local Government Advisory council. The Trustees shall convene an emergency meeting before the expiration of the 48-hour moratorium on contributions and withdrawals, the moratorium may be extended by the Executive Director until the Trustees are able to meet to review the necessity for the moratorium. If the Trustees agree with such measures, the Trustees shall vote to continue any such measures before the expiration of the time limit set, but in no case may the time limit set by the Trustees exceed 15 days.” Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 16 1. Summary of Significant Accounting Policies (continued) Cash Equivalents and Investments (continued) With regard to liquidity fees, Florida Statute 218.409(4) provides authority for the SBA to impose penalties for early withdrawal, subject to disclosure in the enrollment materials of the amount and purpose of such fees. At present, no such disclosure has been made. At September 30, 2018, there were no redemption fees or maximum transaction amounts, or any other requirements that serve to limit a participant’s daily access to 100 percent of their account value. Compensated Absences All full-time employees of the Sheriff are allowed to accumulate an unlimited number of hours of unused sick time and up to 500 hours of unused vacation leave. As of September 15, 2017, the Sheriff authorized unused vacation balances to be temporarily raised to 600 hours, effective through December 31, 2018. This change was made as the result of Hurricane Irma which prevented most members from taking any vacation time prior to, during, and for a period after the hurricane because of required work schedules during the declared state of emergency. Upon termination, employees receive 100% of allowable accumulated vacation hours. If the member leaves in good standing they will also receive a percentage of unused sick leave, depending on years of service, not to exceed 2,000 hours. Vacation time and sick leave are included in operating costs when the payments are made to the employees. The Sheriff does not, nor is the Sheriff legally required to, accumulate expendable financial resources for these unmatured obligations. Accordingly, the liability for compensated absences is not reported in the governmental funds, but rather is reported in the basic financial statements for the County. Use of Estimates The preparation of the financial statements requires management of the Sheriff to make a number of estimates and assumptions relating to the reported amounts of assets and liabilities and the disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenditures during the period. Significant items subject to such estimates and assumptions include the self-insurance claims payable. Actual results could differ from those estimates. Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 17 1. Summary of Significant Accounting Policies (continued) Fund Balance Reporting and Governmental Fund-Type Definitions Fund balances are classified either as non-spendable or as spendable. Spendable fund balances are further classified in a hierarchy based on the extent to which there are external and/or internal constraints in how fund balance amounts may be spent. Non-spendable fund balances include amounts that cannot be spent because they are not in spendable form or are legally or contractually required to be maintained intact. The Sheriff did not have any non-spendable fund balances as of September 30, 2018. Spendable fund balances are classified based on a hierarchy of the Sheriff’s ability to control the spending of these fund balances and are reported in the following categories: restricted, committed, assigned, and unassigned. The Sheriff’s fund balances for the Grant Special Revenue Fund, Prisoner Welfare Fund, and Federal Equitable Sharing Fund fall into this category. Fund balances maintained in the Grant Special Revenue Fund, Prisoner Welfare Fund, and the Federal Equitable Sharing Fund are constrained for specific purposes that are externally imposed by donors, grantors, laws, or regulations or imposed by law through constitutional provisions or enabling legislation, and are reports as restricted fund balances. 2. Budgetary Process Florida Statutes govern the preparation, adoption, and administration of the Sheriff’s annual budget. The Sheriff prepares a budget for the general fund and submits it to the Board for approval. The budget is prepared on a basis consistent with accounting principles generally accepted in the United States of America, except that the proceeds from capital leases and the related capital outlay are not budgeted and certain expenditures for long-term projects which are reimbursed by the Board are also not budgeted. Any subsequent amendments to the budget must be approved by the Board. The annual budget serves as the legal authorization for expenditures. Expenditures may not legally exceed appropriations at the fund level. Appropriations lapse at year-end. Budgetary control is maintained at the departmental major object expenditure level. Budgetary changes within the major object expenditure categories are made at the discretion of the Sheriff. The Sheriff does not budget for the grant special revenue fund as it is funded by federal and state grants and is governed by those documents. Additionally, the prisoner welfare and federal equitable sharing funds do not have legally adopted budgets. Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 18 2. Budgetary Process (continued) The original budget is the first complete appropriated budget. The final budget is the original budget adjusted by all reserves, transfers, allocations, supplemental appropriations, and other legally authorized changes applicable to the fiscal year, whenever legally authorized. This space intentionally left blank Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 19 3. Cash, Cash Equivalents and Investments At September 30, 2018, the carrying value of the Sheriff’s cash, cash equivalents, and investments was as follows: Type Maturity Carrying Value Credit Rating * Cash on hand N/A 33,126$ N/A Demand deposits N/A 17,007,651 N/A Local government surplus funds trust fund: Florida Prime N/A 768,870 AAAm Total cash and cash equivalents 17,809,647 Money Market N/A 67,692 Not rated Federal Farm Credit Bank 11/19/2018 249,565 AA+ Federal Home Loan Bank 8/28/2019 247,652 AA+ Federal Home Loan Bank 10/19/2020 490,970 AA+ Federal Home Loan Bank 2/12/2021 247,930 AA+ Federal Home Loan Bank 12/13/2019 492,130 AA+ Federal Farm Credit Bank 7/12/2019 494,375 AA+ Federal Farm Credit Bank 8/16/2021 143,923 AA+ Federal Farm Credit Bank 2/20/2020 494,650 AA+ Federal Home Loan Mortgage Corp. 5/25/2021 537,312 AA+ Federal Home Loan Mortgage Corp. 9/29/2020 246,038 AA+ Federal National Mortgage Association 2/26/2019 497,900 AA+ Federal National Mortgage Association 2/5/2020 487,444 AA+ Treasury Note 10/31/2019 246,845 AA+ Treasury Note 9/30/2019 485,975 AA+ Treasury Note 2/15/2019 432,399 AA+ Treasury Note 9/30/2018 499,775 AA+ Treasury Note 12/31/2018 498,940 AA+ Treasury Note 3/31/2019 497,070 AA+ Treasury Note 10/31/2020 244,523 AA+ Treasury Note 6/30/2019 495,235 AA+ Total Investments 8,098,343 Total cash, cash equivalents and investments 25,907,990$ *Credit ratings are Moody ratings except for Florida Prime which is a Standard & Poor rating. Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 20 3. Cash, Cash Equivalents and Investments (continued) The total cash, cash equivalent and investments balances at September 30, 2018, were as follows: General fund 11,467,710$ Grant special revenue fund 774,762 Prisoner welfare fund 2,237,555 Federal equitable sharing fund 690,459 Other non-major special revenue funds – Internal service fund 10,102,567 Agency funds 634,937 Total 25,907,990$ Custodial Credit Risk At September 30, 2018, the Sheriff’s demand deposits were entirely covered by Federal Depository Insurance or by collateral pledged with the State Treasurer pursuant to Chapter 280, Florida Statutes. Under this Chapter, in the event of default by a participating financial institution (a qualified public depository), all participating institutions are obligated to reimburse the government entity for the loss. The investments in the Internal Service Fund are part of the Florida Sheriffs Multiple Employers Trust (FSMET) and are administered by Hunt Insurance Group. FMSET’s policy requires execution of a third-party custodial safekeeping agreement for purchased securities and collateral, and requires that securities be held in the Sheriff’s name. Credit Risk The Sheriff’s policy is to follow the guidance in Sections 218.415 and 219.075, Florida Statutes, regarding the deposit of funds received and the investment of surplus funds. The Sheriff’s Investment Policy authorizes investments in Florida PRIME (formerly the Local Government Surplus Funds Trust Fund), or any intergovernmental investment pool authorized pursuant to the Florida Interlocal Cooperation Act, as provided in s. 163.01, F.S.; Securities and Exchange Commission registered money market funds with the highest credit quality rating from a nationally recognized rating agency; interest-bearing time deposits or savings accounts in qualified public depositories, as defined in s. 280.02, F.S.; and direct obligations of the U.S. Treasury. Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 21 3. Cash, Cash Equivalents and Investments (continued) Credit Risk (continued) Additionally, Florida Statutes allow local governments to place public funds with institutions that participate in a collateral pool under the Florida Security for Public Deposits Act. The pool is administered by the State Treasurer, who may make additional assessments to ensure that no public funds will be lost. Florida PRIME is administered by the State Board of Administration. Florida PRIME consisted of money market appropriate assets. At September 30, 2018, the Sheriff had $768,870 invested in Florida PRIME. Florida PRIME is rated “AAAm” by Standard & Poor’s Ratings Services. Interest Rate Risk The Sheriff has no specific investment policy regarding interest rate risk. Concentration of Credit Risk The Sheriff’s investments are included in the internal service fund which is used to account for the Sheriff’s self-insured health plan. FSMET administers the investments for the Sheriff’s self-insured health plan and has an investment policy that allows for the investment of funds that exceed one month’s required funding by more than $100,000. Investments can be made in government securities. The Sheriff’s portfolio managed by FSMET includes investments in U.S. government instrumentalities, and demand deposits. There are also demand deposits that are not managed by FSMET and are available dollars managed by the Sheriff to cover daily operations. The portion of the Sheriff’s portfolio invested in FSMET is detailed as follows, at September 30, 2018: % of Portfolio Money Market 1% Treasury Note 42% Federal Home Loan Mortgage Corp. 10% Federal National Mortgage Association 12% Federal Farm Credit Bank 17% Federal Home Loan Bank 18% Total 100% Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 22 3. Cash, Cash Equivalents and Investments (continued) Fair Value Measurements The Sheriff categorizes its fair value measurements within the fair value hierarchy established by generally accepted accounting principles. The hierarchy is based on the valuation inputs used to measure the fair value of the asset. Level 1 inputs are quoted prices in active markets for identical assets; Level 2 inputs are significant other observable inputs; Level 3 inputs are significant unobservable inputs. The Sheriff has the following recurring fair value measurements as of September 30, 2018: U.S. Treasury Notes classified as level 1 of the fair value hierarchy are valued using prices quoted in active markets for those securities. U.S. Agency obligations classified as level 2 of the fair value hierarchy are valued using quoted prices for similar assets in active markets. 4. Capital Assets Capital assets used by the Sheriff are capitalized in the basic financial statements of Collier County, Florida rather than in the governmental funds of the Sheriff. Upon acquisition, such assets are recorded as expenditures in the governmental funds of the Sheriff and are capitalized at cost in the basic financial statements of the County. Capital assets are valued at historical cost or estimated historical cost if actual historical cost is not available. Donated capital assets are recorded at acquisition value on the date received. The Sheriff maintains custodial responsibility for the capital assets used by his office. No depreciation expense has been provided on capital assets in these financial statements. However, depreciation expense on these assets is recorded in the basic financial statements of Collier County, Florida. In FY18 the Sheriff implemented a change in accounting principal. The change was from a depreciation method of recording a full year of depreciation in the year the asset was placed in service to recording depreciation monthly for the months the asset is in service. As a result, accumulated depreciation as of October 1, 2017, decreased by $4,260,196 and the restatement is reflected in the table below. Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 23 4. Capital Assets (continued) The following is a summary of changes in capital assets which are reported in the basic financial statements of Collier County, Florida: October 1, 2017 Deductions/ September 30, as restated Additions Reclassifications 2018 Governmental Activities Capital assets not depreciated: Construction in Progress 7,416,212$ 1,191,981$ (4,675,836)$ 3,932,357$ Total capital assets not depreciated 7,416,212 1,191,981 (4,675,836) 3,932,357 Capital assets depreciated : Machinery and equipment 70,349,424 17,739,157 (5,280,262) 82,808,319 Total capital assets depreciated 70,349,424 17,739,157 (5,280,262) 82,808,319 Less accumulated depreciation: Machinery and equipment (54,770,229) (7,319,820) 5,250,472 (56,839,577) Total Accumulated depreciation (54,770,229) (7,319,820) 5,250,472 (56,839,577) Total Depreciable capital assets, net 15,579,195 10,419,337 (29,790) 25,968,742 Total Governmental Activities capital assets, net 22,995,407$ 11,611,318$ (4,705,626)$ 29,901,099$ 5. Long-Term Liabilities The Sheriff has entered into certain capital lease agreements under which the related equipment will become the property of the Sheriff’s Office when all terms of the lease agreements are met. Stated Interest Rate Present Value of Remaining Payments as of September 30, 2018 Governmental fund activities: Telephone system 4.82% 129,754$ Total Capital Lease Obligations 129,754$ Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 24 5. Long-Term Liabilities (continued) Equipment and related accumulated depreciation under capital leases is as follows: Governmental Activities Equipment 276,128$ Less: accumulated depreciated (213,247) Less: disposal – Net Value 62,881$ As of September 30, 2018, capital lease annual amortization are as follows: Year ending September 30: Governmental Activities 2019 63,185$ 2020 63,185 2021 10,532 Total minimum lease payments 136,902 Less: amount representing interest (7,148) Present value of remain payments 129,754$ The following is a summary of changes in long-term liabilities, which are reported in the basic financial statements of Collier County, Florida: October 1, Deductions/ September 30, 2017 Additions Reclassifications 2018 Capital lease agreements 185,232$ –$ (55,478)$ 129,754$ Compensated Absences 18,133,560 2,625,681 (1,283,533) 19,475,708 Total 18,318,792$ 2,625,681$ (1,339,011)$ 19,605,462$ Of these liabilities, approximately $763,000 is expected to be paid during the fiscal year ending September 30, 2018. These long-term liabilities are not reported in the financial statements of the Sheriff since they have not matured. Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 25 6. Interfund Balances and Transfers Due from and due to other funds at September 30, 2017, were as follows: Due From Due To General Fund 226,134$ 500,000$ Prisoner Welfare Fund 61,819 35,896 Internal Service Fund 500,000 – Other non-major special revenue funds – 178,818 Agency Funds – 73,239 Total 787,953$ 787,953$ Interfund receivables and payables generally represent recurring activities between funds. 7. Related Party Transactions The Board provided funding for the Sheriff for the year of $174,720,200. At September 30, 2018, the Sheriff had a payable due to the Board of $4,990,707 comprised of the following: General fund: Distributions of excess appropriations 327,816$ Distribution of interest collected 11,681 FEMA reimbursement 4,622,346 Miscellaneous payables 8,087 Agency fund 20,777 Total 4,990,707$ Additionally, the Sheriff had a receivable from the Board related to services provided to the County of $315,591 at September 30, 2018. Agency Funds The Sheriff’s Office administers funds for the Collier County Sheriff’s Office Explorers Program. The program is funded by donations from employees through payroll deduction and donations from outside organizations. The program is designed for students to explore the opportunity to learn about and interact with law enforcement and to help stimulate further interest in the possibility of a law enforcement career. Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 26 8. Pension Plans Background The Florida Retirement System (FRS) was created by Chapter 121, Florida Statutes, to provide a defined benefit pension plan for participating public employees. The FRS was amended in 1998 to add the Deferred Retirement Option Program under the defined benefit plan and amended in 2000 to provide a defined contribution plan alternative to the defined benefit plan for FRS members effective July 1, 2002. This integrated defined contribution pension plan is the FRS Investment Plan. Chapter 112, Florida Statutes, established the Retiree Health Insurance Subsidy (HIS) Program, a cost-sharing multiple-employer defined benefit pension plan, to assist retired members of any State-administered retirement system in paying the costs of health insurance. Essentially all regular employees of the Sheriff are eligible to enroll as members of the State-administered FRS. Provisions relating to the FRS are established by Chapters 121 and 122, Florida Statutes; Chapter 112, Part IV, Florida Statutes; Chapter 238, Florida Statutes; and FRS Rules, Chapter 60S, Florida Administrative Code; wherein eligibility, contributions, and benefits are defined and described in detail. Such provisions may be amended at any time by further action from the Florida Legislature. The FRS is a single retirement system administered by the Florida Department of Management Services, Division of Retirement, and consists of the two cost-sharing, multiple-employer defined benefit plans and other nonintegrated programs. A comprehensive annual financial report of the FRS, which includes its financial statements, required supplementary information, actuarial report, and other relevant information, is available from the Florida Department of Management Services’ Web site (www.dms.myflorida.com). Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 27 8. Pension Plans (continued) Florida Retirement System Pension Plan Plan Description The Florida Retirement System Pension Plan (FRS Plan) is a cost-sharing multiple-employer defined benefit pension plan, with a Deferred Retirement Option Program (DROP) for eligible employees. The general classes of membership are as follows: Regular Class – Members of the FRS who do not qualify for membership in the other classes. Elected County Officers Class – Members who hold specified elective offices in local government. Senior Management Service Class (SMSC) – Members in senior management level positions. Special Risk Class – Members who are special risk employees, such as law enforcement officers, meet the criteria to qualify for this class. Employees enrolled in the FRS Plan prior to July 1, 2011, vest at 6 years of creditable service and employees enrolled in the FRS Plan on or after July 1, 2011, vest at 8 years of creditable service. All vested members, enrolled prior to July 1, 2011, are eligible for normal retirement benefits at age 62 or at any age after 30 years of service, except for members classified as special risk who are eligible for normal retirement benefits at age 55 or at any age after 25 years of service. All members enrolled in the FRS Plan on or after July 1, 2011, once vested, are eligible for normal retirement benefits at age 65 or any time after 33 years of creditable service, except for members classified as special risk who are eligible for normal retirement benefits at age 60 or at any age after 30 years of service. Employees enrolled in the FRS Plan may include up to 4 years of credit for military service toward creditable service. The FRS Plan also includes an early retirement provision; however, there is a benefit reduction for each year a member retires before his or her normal retirement date. The FRS Plan provides retirement, disability, death benefits, and annual cost-of-living adjustments to eligible participants. DROP, subject to provisions of Section 121.091, Florida Statutes, permits employees eligible for normal retirement under the FRS Plan to defer receipt of monthly benefit payments while continuing employment with an FRS participating employer. An employee may participate in DROP for a period not to exceed 60 months after electing to participate, except that certain instructional personnel may participate for up to 96 months. During the period of DROP participation, deferred monthly benefits are held in the FRS Trust Fund and accrue interest. The net pension liability does not include amounts for DROP participants, as these members are considered retired and are not accruing additional pension benefits. Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 28 8. Pension Plans (continued) Benefits Provided Benefits under the FRS Plan are computed on the basis of age and/or years of service, average final compensation, and service credit. Credit for each year of service is expressed as a percentage of the average final compensation. For members initially enrolled before July 1, 2011, the average final compensation is the average of the 5 highest fiscal years’ earnings; for members initially enrolled on or after July 1, 2011, the average final compensation is the average of the 8 highest fiscal years’ earnings. The total percentage value of the benefit received is determined by calculating the total value of all service, which is based on the retirement class to which the member belonged when the service credit was earned. Members are eligible for in- line-of-duty or regular disability and survivors’ benefits. As provided in Section 121.101, Florida Statutes, if the member is initially enrolled in the FRS before July 1, 2011, and all service credit was accrued before July 1, 2011, the annual cost-of- living adjustment is 3 percent per year. If the member is initially enrolled before July 1, 2011, and has service credit on or after July 1, 2011, there is an individually calculated cost-of-living adjustment. The annual cost-of-living adjustment is a proportion of 3 percent determined by dividing the sum of the pre-July 2011 service credit by the total service credit at retirement multiplied by 3 percent. FRS Plan members initially enrolled on or after July 1, 2011, will not have a cost-of-living adjustment after retirement. Detailed information about the County’s proportionate share of FRS’s net pension liability, deferred outflows/inflows of resources, and pension expense are reported in the government- wide statements of the County. Retiree Health Insurance Subsidy Program Plan Description The Retiree Health Insurance Subsidy Program (HIS Plan) is a cost-sharing multiple-employer defined benefit pension plan established under Section 112.363, Florida Statutes, and may be amended by the Florida Legislature at any time. The benefit is a monthly payment to assist retirees of State-administered retirement systems in paying their health insurance costs and is administered by the Florida Department of Management Services, Division of Retirement. Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 29 8. Pension Plans (continued) Benefits Provided For the fiscal year ended June 30, 2018, eligible retirees and beneficiaries received a monthly HIS payment of $5 for each year of creditable service completed at the time of retirement, with a minimum HIS payment of $30 and a maximum HIS payment of $150 per month, pursuant to Section 112.363, Florida Statutes. To be eligible to receive a HIS Plan benefit, a retiree under a State-administered retirement system must provide proof of health insurance coverage, which may include Medicare. Detailed information about the County’s proportionate share of HIS’s net pension liability, deferred outflows/inflows of resources, and pension expense are reported in the government- wide statements of the County. FRS Investment Plan The Florida State Board of Administration (SBA) administers the defined contribution plan officially titled the FRS Investment Plan (Investment Plan). The Investment Plan is reported in the SBA’s annual financial statements and in the State of Florida Comprehensive Annual Financial Report. As provided in Section 121.4501, Florida Statutes, eligible FRS members may elect to participate in the Investment Plan in lieu of the FRS defined benefit plan. Sheriff employees participating in DROP are not eligible to participate in the Investment Plan. Employer and employee contributions, including amounts contributed to individual member’s accounts, are defined by law, but the ultimate benefit depends in part on the performance of investment funds. Benefit terms, including contribution requirements, for the Investment Plan are established and may be amended by the Florida Legislature. The Investment Plan is funded with the same employer and employee contribution rates that are based on salary and membership class (Regular Class, Elected County Officers, etc.), as the FRS defined benefit plan. Contributions are directed to individual member accounts, and the individual members allocate contributions and account balances among various approved investment choices. Costs of administering plan, including the FRS Financial Guidance Program, are funded through an employer contribution of 0.06 percent of payroll and by forfeited benefits of plan members. Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 30 8. Pension Plans (continued) For all membership classes, employees are immediately vested in their own contributions and are vested after 1 year of service for employer contributions and investment earnings. If an accumulated benefit obligation for service credit originally earned under the FRS Pension Plan is transferred to the Investment Plan, the member must have the years of service required for FRS Pension Plan vesting (including the service credit represented by the transferred funds) to be vested for these funds and the earnings on the funds. Non-vested employer contributions are placed in a suspense account for up to 5 years. If the employee returns to FRS-covered employment within the 5-year period, the employee will regain control over their account. If the employee does not return within the 5-year period, the employee will forfeit the accumulated account balance. For the fiscal year ended June 30, 2018, the information for the amount of forfeitures was unavailable from the SBA; however, management believes that these amounts, if any, would be immaterial to the Sheriff. After termination and applying to receive benefits, the member may rollover vested funds to another qualified plan, structure a periodic payment under the Investment Plan, receive a lump-sum distribution, leave the funds invested for future distribution, or any combination of these options. Disability coverage is provided; the member may either transfer the account balance to the FRS Pension Plan when approved for disability retirement to receive guaranteed lifetime monthly benefits under the FRS Pension Plan, or remain in the Investment Plan and rely upon that account balance for retirement income. Contributions Participating employer contributions are based upon statewide rates established by the State of Florida. The Sheriff’s contributions made to the plans during the years ended September 30, 2018, 2017, and 2016 were $17,500,632, $16,967,099, and $15,023,011, respectively, equal to the actuarially determined contribution requirements for each year. Additional information about pension plans can be found in the County’s comprehensive annual financial report. Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 31 9. Other Postemployment Benefits The Sheriff follows the provisions of GASB Statement No. 75 Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions, for its other postemployment benefits (OPEB). The liability, expense, deferred outflows of resources and deferred inflows of resources for OPEB, calculated in accordance with GASB Statement No. 75, are reported in the financial statements of the County. Plan Description The Sheriff administers a single-employer defined benefit plan (OPEB Plan) and can amend the benefit provisions. Prior to 2010, the Sheriff offered an OPEB Plan that subsidized the cost of health care for retirees who have six years of creditable service with the Sheriff and who receive a monthly retirement benefit from the Florida Retirement System. The Sheriff subsidizes approximately 20% for both single coverage and family coverage for qualifying individuals. In 2010, the subsidy was no longer made available to eligible retirees who chose to continue their health insurance coverage. Approximately 36% of retirees receive the subsidy. Additionally, in accordance with Florida Statute 112.0801, Sheriff’s employees who retire and immediately begin receiving benefits from the FRS have the option of paying premiums to continue in the Sheriff’s health insurance plan at the same group rate as for active employees. Participant Data At September 30, 2018, the date of the latest actuarial valuation, the Sheriff’s plan participation consisted of: Active employees 1,153 Inactive employees or beneficiaries currently receiving benefit payments 129 Funding Policy The Sheriff has the authority to establish and amend funding policy. The OPEB Plan is currently being funded on a pay-as-you go basis. No trust or agency fund has been established for the plan. Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 32 9. Other Postemployment Benefits (continued) Total OPEB Liability The Sheriff’s OPEB liability of $19,492,224 was measured as of September 30, 2018, and was determined by an actuarial valuation as of October 1, 2018. The following table shows the changes in the Sheriff’s total OPEB liability for the year ended September 30, 2018. Total OPEB Liability Balance, as of October 1, 2017 18,260,466$ Changes: Service cost 520,082 Interest 503,525 Differences between expected and actual experience 2,048,462 Changes in assumptions or other inputs (898,977) Employer contributions (941,061) Net changes 1,232,031 Balance, as of September 30, 2018 19,492,497$ The following presents the total OPEB liability of the Sheriff, as well as what the Sheriff’s total OPEB liability would be if it were calculated using a discount rate one percentage point lower or one percentage point higher than the current discount rate: 1% Decrease Discount Rate 1% Increase (2.25%) (3.25%) (4.25%) Total OPEB Liability 21,325,122$ 19,492,497$ 17,873,887$ The following presents the total OPEB liability of the Sheriff, as well as what the Sheriff’s total OPEB liability would be if it were calculated using healthcare cost trend rates that are 1% point lower (5% decreasing to 4.0%) or 1% point higher (7% decreasing to 6%) than the current healthcare cost trend rates: 1% Decrease Discount Rate 1% Increase (5% decreasing (6% decreasing (7% decreasing to 4%) to 5%) to 6%) Total OPEB Liability 17,798,126$ 19,492,497$ 21,430,289$ Healthcare rate sensitivity Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 33 9. Other Postemployment Benefits (continued) Deferred Outflows and Inflows of Resources Related to OPEB For the year ended September 30, 2018, the Sheriff’s OPEB expense was $1,012,248. In addition the Sheriff reported deferred outflow of resources and deferred inflow of resources from the following sources: Deferred Deferred Outflows of Inflows of Description Resources Resources Differences between expected and actual experience 2,048,462$ 72,247$ Changes in assumptions – 898,977 Amounts reported as deferred outflows of resources are being amortized over 7.17 years and will be recognized as follows: Year ending September 30 Amount 2019 148,959$ 2020 148,959 2021 148,959 2022 148,959 2023 148,959 Thereafter 332,443 Actuarial Methods and Assumptions Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions about the probability of occurrence of events far into the future. Examples include assumptions about future employment, mortality, and the healthcare cost trend. Amounts determined regarding the funded status of the plan and the annual required contributions of the employer are subject to continual revision as actual results are compared with past expectations and new estimates are made about the future. Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 34 9. Other Postemployment Benefits (continued) Actuarial Methods and Assumptions (continued) Calculations for financial reporting purposes are based on the benefits provided under terms of the plan as understood by the employer and the plan members in effect at the time of each valuation and on the pattern of sharing of costs between the employer and plan members to that point. The projection of benefits for financial reporting purposes does not explicitly incorporate the potential effects of legal or contractual funding limitations on the pattern of cost sharing between the employer and plan members in the future. Actuarial calculations reflect a long-term perspective. Consistent with that perspective, actuarial methods and assumptions used include techniques that are designed to reduce the effects of short-term volatility in actuarial accrued liabilities and the actuarial value of assets. The actuarial methods are: Actuarial cost method Entry Age Actuarial The actuarial assumptions are: Discount rate 3.25% (Based on 20 year AA municipal bond rate) Healthcare cost trend rate 6% decreasing to 5% in 2021 and thereafter Salary increase None New employees None Mortality rates were based on the RP-2014 Mortality Fully Generational tables using Projection Scale MP-2017. The following changes have been made since the prior year valuation: The discount rate was changed from 2.75% to 3.25%. The mortality assumption has been updated from RP-2014 Mortality Fully Generational using Projection Scale MP-2016 to RP-2014 Mortality Fully Generational using Projection Scale MP-2017. Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 35 10. Self-Insurance Program The Sheriff’s Office participates in the Statewide Florida Sheriff’s Self-Insurance Fund (the Fund) for its professional liability insurance. The Fund is managed by representatives of the participating Sheriff offices and provides professional liability insurance to participating agencies. The Fund provides liability insurance coverage subject to the following limitations: $5,000,000 for any one incident, and $10,000,000 for an annual aggregate. The Sheriff also participates in the Fund for workers’ compensation coverage. The Florida Sheriffs Workers’ Compensation Self Insurance Program is a self-insurance program providing coverage for the first $500,000 of every claim. Reinsurance is purchased by the Program to cover claims exceeding $500,000 (or $350,000 where applicable) up to $15,000,000. Reinsurance coverage up to $20,000,000 any one person on a catastrophic basis is available when applicable. Settled claims have not exceeded the insurance provided by third-party carriers in any of the past three years. Premiums charged to participating Sheriffs are based upon amounts believed by the Fund management to meet the estimated annual payout during the fiscal year and to pay for the estimated operating costs of the program. All liabilities associated with these self-insured risks are reported in the basic financial statements of the Fund. The Sheriff has also established a self-funded employee health plan for active employees and retirees. An internal service fund is used to account for the activities of the plan. Excess coverage has been purchased which provides specific claim excess coverage for any one incident exceeding $200,000. In FY18 there were two covered individuals who had higher deductible amounts because of a history of high claims. One individual had a deductible of $325,000 and the other had a deductible of $350,000. Specific claim excess coverage for these individuals was for claims exceeding $325,000 and $350,000, respectively. The maximum annual individual stop loss payment amount is unlimited. Payments to the internal service fund are based on actuarial estimates of amounts needed to pay prior year and current year claims including claims incurred but not yet reported. The Sheriff’s Office uses a Third-Party Administrator (TPA) to administer and pay claims for the health plan. Meritain Health, Inc. has been the TPA since July 1, 2013. Changes in the balance of estimated insurance claims payable for the fiscal year ended September 30, 2018 and 2017 is as follows: New Claims Balance and Changes Claim Balance Fiscal year ending: October 1 in Estimates Payments September 30 2017 $ 2,379,000 $ 19,699,382 $ (24,738,382) $ 2,660,000 2018 $ 2,660,000 $ 24,067,975 $ (23,843,975) $ 2,884,000 Collier County, Florida Sheriff Notes to Financial Statements September 30, 2018 36 11. Commitments and Contingencies Litigation The Sheriff is involved in various claims and legal actions arising in the ordinary course of operations. In the opinion of management, the ultimate disposition of these matters will not have a material adverse effect on the Sheriff. Federal and State Grants Grant funds received by the Sheriff are subject to audit by grantor agencies. Audits of these grants may result in disallowed costs, which may constitute a liability of the Sheriff. In the opinion of management, disallowed costs, if any, would be immaterial to the financial position of the Sheriff. Purchase Commitment On July 9, 2018, the Sheriff signed a Letter of Intent with Alan Jay Ford Lincoln Mercury, Inc. to purchase 85 2019 Ford Police Interceptor vehicles for $2,609,075 obligating the Sheriff to purchase these vehicles. Delivery of these vehicles is scheduled for January 2019. Payment is to be made within 30 days of delivery. Collier County, Florida Sheriff Required Supplementary Information Schedule of Changes in Total OPEB Liability and Related Ratios September 30, 2018 37 2018 2017Total OPEB LiabilityService cost 520,082$ 491,420$ Interest503,525 502,621 Differences between expected and actual experience 2,048,462 (83,607) Changes in assumptions or other inputs (898,977) – Employer contributions (941,061) (871,353) Net change in total OPEB Liability 1,232,031 39,081 Total OPEB Liability, beginning 18,260,466 18,221,385 Total OPEB Liability, ending 19,492,497$ 18,260,466$ Covered-employee payroll 80,473,682$ 91,192,818$ Total OPEB Liability as a percentage of covered-employee payroll 24.22% 20.02% Notes to Schedule Changes in Assumptions: - Change in the discount rate of 2.75% as of September 30, 2017 to 3.25% as of September 30, 2018. - As of September 30, 2018 the mortality assumption has been updated from RP-2014 Mortality Fully Generational using Projection Scale MP-2016 to RP-2014 Mortality Fully Generational using Projection Scale MP-2017. Note: Information is required to be presented for 10 years. However, until a full 10-year trend is completed, the County will present information for only those years for which information is available. Collier County, Florida Sheriff Combining Statement of Fiduciary Net Position – Agency Funds September 30, 2018 38 TotalCivil Evidence Flexible Inmate Agency Trust Trust Spending Trust Explorers FundsCash and cash equivalents 46,051$ 228,942$ 199,888$ 140,755$ 19,301$ 634,937$ Due from individuals and businesses – – – 26,778 – 26,778 46,051$ 228,942$ 199,888$ 167,533$ 19,301$ 661,715$ Due to other funds –$ –$ –$ 73,239$ –$ 73,239$ Due to Collier County, Florida Board11,589 – – 9,188 – 20,777 Due to individuals and businesses 34,462 228,942 199,888 85,106 19,301 567,699 46,051$ 228,942$ 199,888$ 167,533$ 19,301$ 661,715$ Liabilities:of County CommissionersTotal liabilitiesAssets:Total assets Collier County, Florida Sheriff Statement of Changes in Assets and Liabilities – Agency Funds September 30, 2018 39 October 1, September 30, 2017 Additions Deletions 2018Assets:Cash and cash equivalents 565,455$ 634,937$ (565,455)$ 634,937$ Due from individuals and businesses 3,156 26,778 (3,156) 26,778 Total assets 568,611$ 661,715$ (568,611)$ 661,715$ Liabilities:.Due to other funds 34,961$ 73,239$ (34,961)$ 73,239$ Due to Collier County, Florida Boardof County Commissioners 15,499 20,777 (15,499) 20,777 Due to individuals and businesses 518,151 567,699 (518,151) 567,699 Total liabilities 568,611$ 661,715$ (568,611)$ 661,715$ 40 INDEPENDENT AUDITORS’ REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS Honorable Kevin Rambosk Sheriff Collier County, Florida We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of each major fund and the aggregate remaining fund information of the Collier County, Florida Sheriff (Sheriff), as of and for the year ended September 30, 2018, and the related notes to the financial statements, which collectively comprise the Sheriff’s basic financial statements, and have issued our report thereon dated January 17, 2019. Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the Sheriff’s internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the Sheriff’s internal control. Accordingly, we do not express an opinion on the effectiveness of Sheriff’s internal control. Our consideration of internal control was for the limited purpose described in the preceding paragraph and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies and therefore, material weaknesses or significant deficiencies may exist that have not been identified. However, as described in the accompanying schedule of findings and responses, we did identify certain deficiencies in internal control that we consider to be material weaknesses and significant deficiencies. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or detected and corrected on a timely basis. We consider the deficiencies described in the accompanying schedule of findings and responses as item 2018-001 to be a material weaknesses. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness yet important enough to merit attention by those charged with governance. We consider the deficiencies described in the accompanying schedule of findings and responses as item 2018-002 to be a significant deficiency. Honorable Kevin Rambosk Sheriff 41 Compliance and Other Matters As part of obtaining reasonable assurance about whether the Sheriff's financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Sheriff’s Response to Findings The Sheriff’s response to the findings identified in our audit is described in the accompanying schedule of findings and responses. The Sheriff’s response was not subjected to the auditing procedures applied in the audit of the financial statements and, accordingly, we express no opinion on it. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the result of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose. CliftonLarsonAllen LLP Naples, Florida January 17, 2019 Collier County, Florida Sheriff Schedule of Findings and Responses September 30, 2018 42 2018-001 Criteria: Management is responsible for establishing and maintaining internal controls to ensure that transactions are properly recorded and reported in the financial statements in accordance with accounting principles generally accepted in the United States of America. Condition: The accounts of the internal service fund are not maintained within the general ledger of the current financial application. Rather, the transactions are maintained in summary form on a monthly basis using Excel. A reconciliation of the internal service fund is not performed throughout the year and audit adjustments were required to correct balances and activity reported in the financial statements. Cause: Management has not implemented policies and procedures to account for and reconcile activity in the internal service funds. Effect: Material audit adjustments were required to correct the internal service fund amounts reported in the financial statements. Recommendation: We recommend that management develop policies and procedures to reconcile internal service fund activity monthly and ensure that the finance department staff have the proper training and understanding to perform and review the reconciliations. Management’s response: The transactions of the internal service fund are now maintained in the general ledger of the new financial system. We have developed procedures to ensure that information on the internal service fund is received and reviewed monthly. This includes fund financial statements prepared by our outside investment monitor, supporting bank and investment statements and supporting calculations of investment income and fees. Finance Department staff has met with CLA and will meet with our outside investment monitor to ensure that Finance Department team members understand and are able to perform and review reconciliations on the information. Collier County, Florida Sheriff Schedule of Findings and Responses September 30, 2018 43 2018-002 Criteria: Management is responsible for establishing and maintaining internal controls to ensure that transactions are properly recorded and reported in the financial statements in accordance with accounting principles generally accepted in the United States of America. Condition: Depreciation reported on certain assets placed into service during 2018 was incorrectly calculated by the Sheriff’s accounting system. Management’s review did not detect the error. Cause: The Sheriff implemented a new accounting system during 2018 and certain capital assets classified as construction in-progress, upon being placed into service, were depreciated using a service date that was incorrect. Effect: Depreciation expense is overstated by approximately $194,000 in the financial statements. If this issue in the Sheriff’s accounting system is not corrected, depreciation expense will be overstated each time a construction in-progress asset is placed into service. Recommendation: We recommend that management develop policies and procedures to recalculate the system calculated deprecation regularly throughout the year. In addition, we recommend that management work with their vendor to determine a solution to ensure the system’s capital asset module properly calculates deprecation on all capital assets. Management’s response: This issue is as a system constraint in how the depreciation was calculated on certain assets. We are working with the system vendor to correct the issue as much as is possible This issue was isolated to CIP assets that were imported into the new system from the legacy system. There are some remaining CIP assets from the legacy system that will be placed into service over the next 2-3 years. Since we identified the issue, affected assets and timeframe, we now have a plan in place to monitor and make necessary adjustments to ensure that depreciation is accurately reported in the financial statements. 44 MANAGEMENT LETTER Honorable Kevin Rambosk Sheriff Collier County, Florida Report on the Financial Statements We have audited the financial statements of the Collier County, Florida Sheriff (Sheriff), as of and for the fiscal year ended September 30, 2018 and have issued our report thereon dated January 17, 2019. Auditors’ Responsibility We conducted our audit in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and Chapter 10.550, Rules of the Auditor General. Other Reporting Requirements We have issued our Independent Auditors’ Report on Internal Control over Financial Reporting and Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards; and our Independent Accountants’ Report on an examination conducted in accordance with AICPA Professional Standards, AT-C Section 315, regarding compliance requirements in accordance with Chapter 10.550, Rules of the Auditor General. Disclosures in those reports, which are dated January 17, 2019, should be considered in conjunction with this management letter. Prior Audit Findings Section 10.554(1)(i)1., Rules of the Auditor General, requires that we determine whether or not corrective actions have been taken to address findings and recommendations made in the preceding annual financial audit report. Corrective actions have been taken to address findings and recommendations made in the preceding annual financial audit report. Official Title and Legal Authority Section 10.554(1)(i)4., Rules of the Auditor General, requires that the name or official title and legal authority for the primary government and each component unit of the reporting entity be disclosed in this management letter, unless disclosed in the notes to the financial statements. See Note 1 in the notes to the financial statements. Honorable Kevin Rambosk Sheriff 45 Financial Management Section 10.554(1)(i)2., Rules of the Auditor General, requires that we communicate any recommendations to improve financial management. In connection with our audit, we did not have any such recommendations. Additional Matters Section 10.554(1)(i)3., Rules of the Auditor General, requires us to communicate noncompliance with provisions of contracts or grant agreements, or abuse, that have occurred, or are likely to have occurred, that have an effect on the financial statements that is less than material but which warrants the attention of those charged with governance. In connection with our audit, we did not have any such findings. Purpose of this Letter Our management letter is intended solely for the information and use of the Legislative Auditing Committee, members of the Florida Senate and the Florida House of Representatives, the Florida Auditor General, Federal and other granting agencies, and the Sheriff and applicable management, and is not intended to be and should not be used by anyone other than these specified parties. CliftonLarsonAllen LLP Naples, Florida January 17, 2019 46 INDEPENDENT ACCOUNTANTS’ REPORT Honorable Kevin Rambosk Sheriff Collier County, Florida We have examined the Collier County, Florida Sheriff’s (Sheriff) compliance with Section 218.415, Florida Statutes, regarding the investment of public funds during the year ended September 30, 2018. Management of the Sheriff is responsible for the Sheriff’s compliance with the specified requirements. Our responsibility is to express an opinion on the Sheriff's compliance with the specified requirements based on our examination. Our examination was conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants. Those standards require that we plan and perform the examination to obtain reasonable assurance about whether the Sheriff complied, in all material respects, with the specified requirements referenced above. An examination involves performing procedures to obtain evidence about whether the Sheriff complied with the specified requirements. The nature, timing, and extent of the procedures selected depend on our judgment, including an assessment of the risks of material noncompliance, whether due to fraud or error. We believe that the evidence we obtained is sufficient and appropriate to provide a reasonable basis for our opinion. Our examination does not provide a legal determination on the Sheriff’s compliance with specified requirements. In our opinion, the Sheriff complied, in all material respects, with Section 218.415, Florida Statutes, regarding the investment of public funds during the year ended September 30, 2018. This report is intended solely for the information and use of the Sheriff and the Auditor General, State of Florida, and is not intended to be and should not be used by anyone other than these specified parties. CliftonLarsonAllen LLP Naples, Florida January 17, 2019 47 INDEPENDENT ACCOUNTANTS’ REPORT ON APPLYING AGREED-UPON PROCEDURES Honorable Kevin Rambosk Sheriff Collier County, Florida We have performed the procedures enumerated below, which were agreed to by management of the Collier County, Florida Sheriff (Sheriff) on the Sheriff’s policies and procedures as defined by the Sheriff over its investigative funds for the year ended September 30, 2018. The Sheriff’s management is responsible for the Sheriff’s compliance with those procedures and policies. The sufficiency of these procedures is solely the responsibility of the parties specified in this report. Consequently, we make no representation regarding the sufficiency of the procedures described below either for the purpose for which this report has been requested or for any other purpose. The procedures we performed and our findings are summarized as follows: We randomly selected 25 investigative fund disbursements during the fiscal year ended September 30, 2018 (the population sampled included transactions from October 1, 2017 through September 30, 2018), and performed the following procedures with respect to the Sheriff’s policies and procedures over investigative funds: 1. We obtained the “Disbursement for Investigation” form and observed the form was properly completed and authorized by appropriate personnel. No exceptions were noted. 2. We obtained the “Purchase of Evidence/Information Voucher” and observed the form was properly completed to reflect the expenses incurred within the investigation procedures, the investigative expenditures were properly supported, and the use of funds was for authorized purposes. No exceptions were noted. 3. We observed the unused funds returned, if applicable, agreed to the corresponding deposit and bank statement detail and observed the amount deposited agreed to the amount returned per the “Receipt for Funds Received” form detail. No exceptions were noted. Honorable Kevin Rambosk Sheriff 48 This agreed-upon procedures engagement was conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants. We were not engaged to, and did not, conduct an examination or review, the objective of which would be the expression of an opinion or conclusion, respectively, on the policies and procedures as defined by the Sheriff over its investigative funds. Accordingly, we do not express such an opinion or conclusion. Had we performed additional procedures, other matters might have come to our attention that would have been reported to you. This report is intended solely for the information and use of the management of the Sheriff and is not intended to be, and should not be, used by anyone other than this specified party. CliftonLarsonAllen LLP Naples, Florida January 17, 2019 Collier County, Florida Supervisor of Elections Financial Statements and Supplemental Reports Year Ended September 30, 2018 Collier County, Florida Supervisor of Elections Financial Statements and Other Reports Year Ended September 30, 2018 Contents Independent Auditors’ Report ..........................................................................................................1 Financial Statements Balance Sheet – Governmental Funds .............................................................................................3 Statement of Revenues, Expenditures, and Changes in Fund Balances – Governmental Funds .....................................................................................................................4 Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual – General Fund ..................................................................................................................5 Notes to Financial Statements ..........................................................................................................6 Other Reports Independent Auditors’ Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance With Government Auditing Standards ..............................................20 Management Letter ........................................................................................................................22 Independent Accountants’ Report ..................................................................................................24 1 INDEPENDENT AUDITORS’ REPORT Honorable Jennifer J. Edwards Supervisor of Elections Collier County, Florida Report on the Financial Statements We have audited the accompanying financial statements of each major fund of the Collier County, Florida Supervisor of Elections (Supervisor), as of and for the year ended September 30, 2018, and the related notes to the financial statements, which collectively comprise the Supervisor’s financial statements as listed in the table of contents. Management’s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditors’ Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditors’ judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Honorable Jennifer J. Edwards Supervisor of Elections 2 Opinions In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of each major fund of the Supervisor as of September 30, 2018, and the respective changes in financial position and budgetary comparison of its general fund thereof for the year then ended in accordance with accounting principles generally accepted in the United States of America. Emphasis of Matter As discussed in Note 1 to the financial statements, the financial statements referred to above were prepared solely for the purpose of complying with the Rules of the Auditor General of the State of Florida. In conformity with the Rules, the accompanying financial statements are intended to present the financial position and changes in financial position of each major fund, only for that portion of the major funds of Collier County, Florida that is attributable to the Supervisor. They do not purport to, and do not, present fairly the financial position of Collier County, Florida as of September 30, 2018, and the changes in its financial position for the fiscal year then ended in conformity with accounting principles generally accepted in the United States of America. Our opinion is not modified with respect to this matter. Other Matters Management has omitted management’s discussion and analysis that accounting principles generally accepted in the United States of America require to be presented to supplement the basic financial statements. Such missing information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. Our opinion on the basic financial statements is not affected by this missing information. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued a report dated January 18, 2019 on our consideration of the Supervisor’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the Supervisor’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the Supervisor’s internal control over financial reporting and compliance. CliftonLarsonAllen LLP Naples, Florida January 18, 2019 Collier County, Florida Supervisor of Elections Balance Sheet – Governmental Funds September 30, 2018 See accompanying Notes to Financial Statements 3 Grant Special General Revenue Total Assets Cash and cash equivalents 484,924$ 258,493$ 743,417$ Due from other funds - 395 395 Total assets 484,924$ 258,888$ 743,812$ Liabilities and fund balance Liabilities: Accounts payable 181,447$ -$ 181,447$ Accrued liabilities 102,416 - 102,416 Due to other funds 395 - 395 Due to Collier County, Florida Board of County Commissioners 200,666 - 200,666 Total liabilities 484,924 - 484,924 Fund balances: Restricted - 258,888 258,888 Total fund balances - 258,888 258,888 Total liabilities and fund balances 484,924$ 258,888$ 743,812$ Collier County, Florida Supervisor of Elections Statement of Revenues, Expenditures, and Changes in Fund Balances – Governmental Funds Year Ended September 30, 2018 See accompanying Notes to Financial Statements 4 Grant Special General Revenue Total Revenues: Intergovernmental -$ 308,278$ 308,278$ Interest - 922 922 Total revenues - 309,200 309,200 Expenditures: General government: Personal services 2,035,267 - 2,035,267 Operating 1,435,968 47,905 1,483,873 Capital outlay 40,839 7,086 47,925 Total expenditures 3,512,074 54,991 3,567,065 Excess (deficiency) of expenditures over revenues (3,512,074) 254,209 (3,257,865) Other financing sources (uses): Transfers in: General Fund - 4,679 4,679 Collier County, Florida Board of County Commissioners appropriations 3,702,100 - 3,702,100 Transfers out: Special revenue fund (4,679) - (4,679) Distribution of excess appropriations: Collier County, Florida Board of County Commissioners (185,347) - (185,347) Total other financing sources (uses)3,512,074 4,679 3,516,753 Net change in fund balances - 258,888 258,888 Fund balances – beginning of the year - - - Fund balances – end of the year -$ 258,888$ 258,888$ Collier County, Florida Supervisor of Elections Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual General Fund Year Ended September 30, 2018 See accompanying Notes to Financial Statements 5 Variance With Final Budget Positive Original Final Actual (Negative) Revenues -$ -$ -$ -$ Expenditures: General government: Personal services 2,204,200 2,204,200 2,035,267 168,933 Operating 1,477,900 1,445,216 1,435,968 9,248 Capital outlay 20,000 48,005 40,839 7,166 Total expenditures 3,702,100 3,697,421 3,512,074 185,347 Excess (deficiency)of expenditures over revenues (3,702,100) (3,697,421) (3,512,074) 185,347 Other financing sources (uses): Transfers in: Collier County, Florida Board of County Commissioners appropriations 3,702,100 3,702,100 3,702,100 - Transfers out: Special Revenue Fund - (4,679) (4,679) - Distribution of excess appropriations: Collier County, Florida Board of County Commissioners - - (185,347) (185,347) Total other financing sources (uses)3,702,100 3,697,421 3,512,074 (185,347) Net change in fund balance - - - - Fund balance – beginning of the year - - - - Fund balance – end of the year -$ -$ -$ -$ Budget Collier County, Florida Supervisor of Elections Notes to Financial Statements September 30, 2018 6 1. Summary of Significant Accounting Policies Reporting Entity The Collier County, Florida Supervisor of Elections (Supervisor) is an elected constitutional officer as provided for by the Constitution of the State of Florida. Pursuant to Chapter 129, Florida Statutes, the Supervisor of Elections’ budget is submitted to the Collier County, Florida Board of County Commissioners (Board) for approval. The financial statements presented include the general fund and grant special revenue fund of the Supervisor’s office. The accompanying financial statements have been prepared for the purpose of complying with Section 218.39(2), Florida Statutes, and Chapter 10.550, Rules of the Auditor General – Local Governmental Entity Audits, which allows the Supervisor to only present fund financial statements. These financial statements present only the portion of the funds of Collier County, Florida that are attributable to the Supervisor. They are not intended to present fairly the financial position and results of operations of Collier County, Florida in conformity with accounting principles generally accepted in the United States of America. The financial activities of the Supervisor, as a constitutional officer, are included in the Collier County, Florida Comprehensive Annual Financial Report. There are no separate legal entities (component units) for which the Supervisor is considered to be financially accountable. The general operations of the Supervisor are funded by appropriations from the Collier County, Florida Board of County Commissioners (Board), and grant revenue is funded from the State of Florida. Pursuant to Chapter 218, Florida Statutes, funds remaining in the general fund at fiscal year-end, in excess of amounts expended, are returned to the Board. Excess revenues returned to the Board are reflected as transfers out in the Supervisor’s general fund. The special revenue fund of the Supervisor is not budgeted and is governed by grant agreements. As a result of the budgetary oversight by the Board and financial dependency on the Board, the financial activities of the Supervisor are included in the Collier County, Florida Comprehensive Annual Financial Report. Collier County, Florida Supervisor of Elections Notes to Financial Statements September 30, 2018 7 1. Summary of Significant Accounting Policies (continued) Measurement Focus, Basis of Accounting, and Basis of Presentation These fund financial statements report detailed information about the Supervisor. The focus of governmental fund financial statements is on major funds rather than reporting funds by type. Each major fund is reported in a separate column. Governmental Funds Governmental funds are accounted for using the flow of current financial resources measurement focus. Only current assets and current liabilities, generally, are included on the balance sheet. Operating statements for these funds present increases (i.e., revenues and other financing sources) and decreases (i.e., expenditures and other financing uses) in net current assets. The Supervisor has the following major governmental funds: General Fund – The general fund is used to account for the general operations of the Supervisor, and includes all revenues and expenditures which are not accounted for in another fund. Grant Special Revenue Fund – The grants fund is used to account for the activities of voter education and poll worker training grants from the State of Florida. The modified accrual basis of accounting is used by governmental funds. Under the modified accrual basis of accounting, revenues are recognized when susceptible to accrual (i.e., when they become measurable and available to finance liabilities of the current fiscal year). For this purpose, the Supervisor considers revenues to be available if they are collected within 60 days after year-end. Expenditures are recorded when the related fund liability is incurred, except for compensated absences, which are recognized as expenditures to the extent they have matured. The appropriations from the Board are the primary source of funds considered to be susceptible to accrual. Intergovernmental revenues are recognized when eligibility requirements are met and related amounts are available from the grantor. Collier County, Florida Supervisor of Elections Notes to Financial Statements September 30, 2018 8 1. Summary of Significant Accounting Policies (continued) Governmental Funds (continued) Interest income and other revenues are recognized as they are earned and become measurable and available to pay liabilities of the current period. Florida Statutes provide that the amount by which revenues and transfers exceed annual expenditures be remitted to the Board immediately following the fiscal year for which the funding was provided or following the fiscal year during which other revenue was recognized. The amount of this distribution is recorded as a liability and as an other financing use in the accompanying financial statements. Capital outlays expended in general fund operations are capitalized in the basic financial statements of Collier County, Florida rather than in the governmental funds of the Supervisor. Cash Equivalents Cash equivalents are defined as highly liquid investments with original maturities of three months or less. Compensated Absences All full-time employees of the Supervisor are allowed to accumulate an unlimited number of hours of unused sick time and up to 440 hours of unused vacation leave. Effective October 1, 2007, the vacation leave limit was increased to 480 hours, with Supervisor approval. Upon termination, employees receive 100% of allowable accumulated vacation hours and a percentage of unused sick leave, depending on years of service. Vacation time and sick leave are included in operating costs of the general fund when the payments are made to employees. The Supervisor does not, nor is legally required to accumulate financial resources for these unmatured obligations. Accordingly, the liability for compensated absences is not reported in the general fund of the Supervisor, but rather is reported in the basic financial statements of Collier County, Florida. Collier County, Florida Supervisor of Elections Notes to Financial Statements September 30, 2018 9 1. Summary of Significant Accounting Policies (continued) Use of Estimates The preparation of the financial statements requires management of the Supervisor to make a number of estimates and assumptions relating to the reported amounts of assets and liabilities and the disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenditures during the period. Actual results could differ from those estimates. Fund Balance Reporting and Governmental Fund-Type Definitions Fund balances are classified either as non-spendable or as spendable. Spendable fund balances are further classified in a hierarchy based on the extent to which there are external and/or internal constraints in how fund balance amounts may be spent. Non-spendable fund balances include amounts that cannot be spent because they are not in spendable form or are legally or contractually required to be maintained intact. The Supervisor did not have any non-spendable fund balances as of September 30, 2018. Spendable fund balances are classified based on a hierarchy of the Supervisor’s ability to control the spending of these fund balances and are reported in the following categories: restricted, committed, assigned and unassigned. The Supervisor’s fund balances for the Grant Special Revenue Fund fall into the spendable restricted category. Fund balances maintained in the Grant Special Revenue Fund are restricted pursuant to specific grant agreements, and have been presented in the fund financial statements in accordance with GASB Statement No. 54. Collier County, Florida Supervisor of Elections Notes to Financial Statements September 30, 2018 10 2. Budgetary Process Florida Statutes govern the preparation, adoption and administration of the Supervisor’s annual budget. The Supervisor submits a budget for the general fund to the Board for approval. The budget is prepared on a basis consistent with accounting principles generally accepted in the United States of America. The annual budget serves as the legal authorization for expenditures. Any subsequent amendments to the Supervisor’s total budget must be approved by the Board. Expenditures may not legally exceed appropriations at the fund level. Appropriations lapse at year-end. Budgetary control is maintained at the departmental major object expenditure level. Budgetary changes within major object expenditure categories are made at the discretion of the Supervisor. The Supervisor does not budget for the grant special revenue fund as it is funded by state grants and is governed by those documents. The original budget is the first complete appropriated budget. The final budget is the original budget adjusted by all reserves, transfers, allocations, supplemental appropriations, and other legally authorized changes applicable to the fiscal year, whenever legally authorized. 3. Cash and Cash Equivalents At September 30, 2018, the carrying value of the Supervisor’s cash and cash equivalents was as follows: Carrying Credit Type Value Rating Cash on hand $ 200 N/A Demand deposits 743,217 N/A Total cash and cash equivalents $ 743,417 Collier County, Florida Supervisor of Elections Notes to Financial Statements September 30, 2018 11 3. Cash and Cash Equivalents (continued) Custodial Credit Risk At September 30, 2018, the Supervisor’s deposits were entirely covered by Federal Depository Insurance or by collateral pledged with the State Treasurer pursuant to Chapter 280, Florida Statutes. Under this Chapter, in the event of default by a participating financial institution (a qualified public depository), all participating institutions are obligated to reimburse the governmental entity for the loss. Credit Risk The Supervisor’s policy is to follow the guidance in Section 219.075, Florida Statutes, regarding the deposit of funds received and the investment of surplus funds. Sections 219.075 and 218.415, Florida Statutes, authorize the Supervisor to invest in Florida PRIME (formerly the Local Government Surplus Funds Trust Fund) or any intergovernmental investment pool authorized pursuant to the Florida Interlocal Cooperation Act; Securities and Exchange Commission registered money market funds with the highest credit quality rating from a nationally recognized rating agency; direct obligations of the United States Treasury; federal agencies and instrumentalities or interest-bearing time deposits or savings accounts in banks organized under the laws of the United States and doing business and situated in the State of Florida, savings and loan associations which are under state supervision, or in federal savings and loan associations located in the State of Florida and organized under federal law and federal supervision, provided that any such deposits are secured by collateral as may be prescribed by law. The pool is administered by the State Treasurer, who may make additional assessments to ensure that no public funds will be lost. Interest Rate Risk The Supervisor has no specific investment policy regarding interest rate risk. Collier County, Florida Supervisor of Elections Notes to Financial Statements September 30, 2018 12 4. Capital Assets Capital assets used by the Supervisor are capitalized in the basic financial statements of Collier County, Florida rather than in the governmental funds of the Supervisor. Upon acquisition, such assets are recorded as expenditures in the general fund of the Supervisor and are capitalized at cost in the basic financial statements of Collier County, Florida. Capital assets are valued at historical cost or estimated historical cost if actual historical cost is not available. Donated capital assets are valued at acquisition value on the date received. The Supervisor maintains custodial responsibility for the capital assets used by the office. No depreciation expense has been provided on capital assets in these financial statements. However, depreciation expense is recorded in the basic financial statements of Collier County, Florida. The following is a summary of changes in capital assets, which are reported in the basic financial statements of Collier County, Florida: October 1, September 30, 2017 Additions Deductions 2018 Machinery and equipment 1,240,230$ 47,925$ (593,766)$ 694,389$ Less accumulated depreciation (1,058,704) (67,481) 593,766 (532,419) Machinery and equipment, net 181,526$ (19,556)$ -$ 161,970$ 5. Long-Term Liabilities The following is a summary of changes in long-term liabilities, which are reported in the basic financial statements of Collier County, Florida: October 1, September 30, 2017 Additions Deletions 2018 Accrued compensated absences $ 196,168 $ 133,057 $ 122,789 $ 206,436 Of these liabilities, approximately $121,797 is expected to be paid during the fiscal year ending September 30, 2019, which will be included in the operating costs of the general fund when expended. These long-term liabilities are not reported in the financial statements of the Supervisor since they have not matured. Collier County, Florida Supervisor of Elections Notes to Financial Statements September 30, 2018 13 6. Pension Plans Background The Florida Retirement System (FRS) was created by Chapter 121, Florida Statutes, to provide a defined benefit pension plan for participating public employees. The FRS was amended in 1998 to add the Deferred Retirement Option Program under the defined benefit plan and amended in 2000 to provide a defined contribution plan alternative to the defined benefit plan for FRS members effective July 1, 2002. This integrated defined contribution pension plan is the FRS Investment Plan. Chapter 112, Florida Statutes, established the Retiree Health Insurance Subsidy (HIS) Program, a cost- sharing multiple-employer defined benefit pension plan, to assist retired members of any State- administered retirement system in paying the costs of health insurance. Essentially all regular employees of the Supervisor are eligible to enroll as members of the State- administered FRS. Provisions relating to the FRS are established by Chapters 121 and 122, Florida Statutes; Chapter 112, Part IV, Florida Statutes; Chapter 238, Florida Statutes; and FRS Rules, Chapter 60S, Florida Administrative Code; wherein eligibility, contributions, and benefits are defined and described in detail. Such provisions may be amended at any time by further action from the Florida Legislature. The FRS is a single retirement system administered by the Florida Department of Management Services, Division of Retirement, and consists of the two cost-sharing, multiple-employer defined benefit plans and other nonintegrated programs. A comprehensive annual financial report of the FRS, which includes its financial statements, required supplementary information, actuarial report, and other relevant information, is available from the Florida Department of Management Services’ Web site (www.dms.myflorida.com). Florida Retirement System Pension Plan Plan Description The Florida Retirement System Pension Plan (FRS Plan) is a cost-sharing multiple-employer defined benefit pension plan, with a Deferred Retirement Option Program (DROP) for eligible employees. The general classes of membership are as follows: Regular Class – Members of the FRS who do not qualify for membership in the other classes. Elected County Officers Class – Members who hold specified elective offices in local government. Senior Management Service Class (SMSC) – Members in senior management level positions. Special Risk Class – Members who are special risk employees, such as law enforcement officers, meet the criteria to qualify for this class. Collier County, Florida Supervisor of Elections Notes to Financial Statements September 30, 2018 14 6. Pension Plans (continued) Florida Retirement System Pension Plan (continued) Plan Description (continued) Employees enrolled in the FRS Plan prior to July 1, 2011, vest at 6 years of creditable service and employees enrolled in the FRS Plan on or after July 1, 2011, vest at 8 years of creditable service. All vested members, enrolled prior to July 1, 2011, are eligible for normal retirement benefits at age 62, or at any age after 30 years of service, except for members classified as special risk who are eligible for normal retirement benefits at age 55 or at any age after 25 years of service. All members enrolled in the FRS Plan on or after July 1, 2011, once vested, are eligible for normal retirement benefits at age 65 or any time after 33 years of creditable service, except for members classified as special risk who are eligible for normal retirement benefits at age 60 or at any age after 30 years of service. Employees enrolled in the FRS Plan may include up to 4 years of credit for military service toward creditable service. The FRS Plan also includes an early retirement provision; however, there is a benefit reduction for each year a member retires before his or her normal retirement date. The FRS Plan provides retirement, disability, death benefits, and annual cost-of-living adjustments to eligible participants. DROP, subject to provisions of Section 121.091, Florida Statutes, permits employees eligible for normal retirement under the FRS Plan to defer receipt of monthly benefit payments while continuing employment with an FRS participating employer. An employee may participate in DROP for a period not to exceed 60 months after electing to participate, except that certain instructional personnel may participate for up to 96 months. During the period of DROP participation, deferred monthly benefits are held in the FRS Trust Fund and accrue interest. The net pension liability does not include amounts for DROP participants, as these members are considered retired and are not accruing additional pension benefits. Collier County, Florida Supervisor of Elections Notes to Financial Statements September 30, 2018 15 6. Pension Plans (continued) Florida Retirement System Pension Plan (continued) Benefits Provided Benefits under the FRS Plan are computed on the basis of age and/or years of service, average final compensation, and service credit. Credit for each year of service is expressed as a percentage of the average final compensation. For members initially enrolled before July 1, 2011, the average final compensation is the average of the 5 highest fiscal years’ earnings; for members initially enrolled on or after July 1, 2011, the average final compensation is the average of the 8 highest fiscal years’ earnings. The total percentage value of the benefit received is determined by calculating the total value of all service, which is based on the retirement class to which the member belonged when the service credit was earned. Members are eligible for in-line-of-duty or regular disability and survivors’ benefits. As provided in Section 121.101, Florida Statutes, if the member is initially enrolled in the FRS before July 1, 2011, and all service credit was accrued before July 1, 2011, the annual cost-of-living adjustment is 3 percent per year. If the member is initially enrolled before July 1, 2011, and has service credit on or after July 1, 2011, there is an individually calculated cost-of-living adjustment. The annual cost-of-living adjustment is a proportion of 3 percent determined by dividing the sum of the pre-July 2011 service credit by the total service credit at retirement multiplied by 3 percent. FRS Plan members initially enrolled on or after July 1, 2011, will not have a cost-of-living adjustment after retirement. Detailed information about the County’s proportionate share of FRS’s net pension liability, deferred outflows/inflows of resources, and pension expense are reported in the government-wide statements of the County. Retiree Health Insurance Subsidy Program Plan Description The Retiree Health Insurance Subsidy Program (HIS Plan) is a cost-sharing multiple-employer defined benefit pension plan established under Section 112.363, Florida Statutes, and may be amended by the Florida Legislature at any time. The benefit is a monthly payment to assist retirees of State-administered retirement systems in paying their health insurance costs and is administered by the Florida Department of Management Services, Division of Retirement. Collier County, Florida Supervisor of Elections Notes to Financial Statements September 30, 2018 16 6. Pension Plans (continued) Retiree Health Insurance Subsidy Program (continued) Benefits Provided For the fiscal year ended June 30, 2018, eligible retirees and beneficiaries received a monthly HIS payment of $5 for each year of creditable service completed at the time of retirement, with a minimum HIS payment of $30 and a maximum HIS payment of $150 per month, pursuant to Section 112.363, Florida Statutes. To be eligible to receive a HIS Plan benefit, a retiree under a State- administered retirement system must provide proof of health insurance coverage, which may include Medicare. Detailed information about the County’s proportionate share of HIS’s net pension liability, deferred outflows/inflows of resources, and pension expense are reported in the government-wide statements of the County. FRS Investment Plan The Florida State Board of Administration (SBA) administers the defined contribution plan officially titled the FRS Investment Plan (Investment Plan). The Investment Plan is reported in the SBA’s annual financial statements and in the State of Florida Comprehensive Annual Financial Report. As provided in Section 121.4501, Florida Statutes, eligible FRS members may elect to participate in the Investment Plan in lieu of the FRS defined benefit plan. Supervisor employees participating in DROP are not eligible to participate in the Investment Plan. Employer and employee contributions, including amounts contributed to individual member’s accounts, are defined by law, but the ultimate benefit depends in part on the performance of investment funds. Benefit terms, including contribution requirements, for the Investment Plan are established and may be amended by the Florida Legislature. The Investment Plan is funded with the same employer and employee contribution rates that are based on salary and membership class (Regular Class, Elected County Officers, etc.), as the FRS defined benefit plan. Contributions are directed to individual member accounts, and the individual members allocate contributions and account balances among various approved investment choices. Costs of administering plan, including the FRS Financial Guidance Program, are funded through an employer contribution of 0.06 percent of payroll and by forfeited benefits of plan members. Collier County, Florida Supervisor of Elections Notes to Financial Statements September 30, 2018 17 6. Pension Plans (continued) FRS Investment Plan (continued) For all membership classes, employees are immediately vested in their own contributions and are vested after 1 year of service for employer contributions and investment earnings. If an accumulated benefit obligation for service credit originally earned under the FRS Pension Plan is transferred to the Investment Plan, the member must have the years of service required for FRS Pension Plan vesting (including the service credit represented by the transferred funds) to be vested for these funds and the earnings on the funds. Non-vested employer contributions are placed in a suspense account for up to 5 years. If the employee returns to FRS-covered employment within the 5-year period, the employee will regain control over their account. If the employee does not return within the 5-year period, the employee will forfeit the accumulated account balance. For the fiscal year ended June 30, 2018, the information for the amount of forfeitures was unavailable from the SBA; however, management believes that these amounts, if any, would be immaterial to the Supervisor. After termination and applying to receive benefits, the member may rollover vested funds to another qualified plan, structure a periodic payment under the Investment Plan, receive a lump-sum distribution, leave the funds invested for future distribution, or any combination of these options. Disability coverage is provided; the member may either transfer the account balance to the FRS Pension Plan when approved for disability retirement to receive guaranteed lifetime monthly benefits under the FRS Pension Plan, or remain in the Investment Plan and rely upon that account balance for retirement income. Contributions Participating employer contributions are based upon statewide rates established by the State of Florida. The Supervisor’s contributions made to the plans during the years ended September 30, 2018, 2017 and 2016, were $130,124 $115,546 and $114,600 respectively, equal to the actuarially determined contribution requirements for each year. Additional information about pension plans can be found in the County’s comprehensive annual financial report. Collier County, Florida Supervisor of Elections Notes to Financial Statements September 30, 2018 18 7. Related-Party Transactions For the year ended September 30, 2018, the Board provided funding for the Supervisor that amounted to $3,702,100. At September 30, 2018, the Supervisor had a payable due to the Board of $200,666 comprised as follows: Distribution of excess appropriations $ 185,347 Distribution of interest earnings 13,646 Amounts due for various services 1,674 Total due to Board of County Commissioners $ 200,666 8. Risk Management Collier County, Florida (County) is exposed to various risks of loss including, but not limited to, general liability, health and life, property and casualty, auto and physical damage and workers’ compensation. The County is substantially self-insured and accounts for and finances its risk of uninsured losses through an internal service fund. All liabilities associated with these self- insured risks are reported in the basic financial statements of the County. The Supervisor participates in the County’s self-insurance program. During the year ended September 30, 2018, the Supervisor was charged $264,792 by the County for participation in the risk management program. The County retains the first $500,000 per claim for workers’ compensation, and has purchased outside excess coverage for up to statutory limit for each injury or illness. The County also provides coverage for up to $500,000 per occurrence for general liability and $300,000 per occurrence for auto liability coverage and has purchased outside excess coverage for up to $5 million per claim. Negligence claims in excess of the statutory limits set in Section 768.28, Florida Statutes, which provide for limited sovereign immunity of $200,000/$300,000 per occurrence can only be recovered through an act of the State Legislature. Property claims are subject to a 5 percent wind deductible and a $50,000 deductible for all other perils. The County retains the first $100,000 per claim/$200,000 per occurrence for public official errors and omissions and crime coverage and has purchased outside excess coverage for up to $5 million per claim. There have been no significant reductions in insurance coverage in the last year. Settled claims have not exceeded the insurance provided by third-party carriers in any of the last three years. Collier County, Florida Supervisor of Elections Notes to Financial Statements September 30, 2018 19 8. Risk Management (continued) The County is self-insured for health claims covering all of its employees and their eligible dependents. The County retains the first $450,000 per covered member and has purchased outside excess coverage for all claims exceeding this amount. An actuarial valuation is performed each year to estimate the amounts needed to pay prior and future claims and to establish reserves. 9. Other Postemployment Benefits In accordance with Section 112.0801, Florida Statutes, the Supervisor participates with Collier County in offering retiring employees the opportunity to continue participation in the County’s health insurance plan. The participating retirees pay 100% of the premium cost applicable to an active employee. The liability and expense for other postemployment benefits, calculated in accordance with Governmental Accounting Standards Board Statement No. 75 Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions, are reported in the financial statements of the County. 10. Contingencies Grant funds received by the Supervisor are subject to audit by grantor agencies. Audits of these grants may result in disallowed costs, which may constitute a liability of the office of the Supervisor. In the opinion of management, disallowed costs, if any, would not have a significant impact on the financial position of the Supervisor. 11. Transfers Transfers between funds are for the purpose of providing matching funds to the Supervisor’s grants. Transfers were required in the amount of $4,679 for the year ending September 30, 2018. 20 INDEPENDENT AUDITORS’ REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS Honorable Jennifer J. Edwards Supervisor of Elections Collier County, Florida We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of each major fund of the Collier County, Florida Supervisor of Elections (Supervisor), as of and for the year ended September 30, 2018, and the related notes to the financial statements, which collectively comprise the Supervisor’s financial statements, and have issued our report thereon dated January 18, 2019. Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the Supervisor’s internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the Supervisor’s internal control. Accordingly, we do not express an opinion on the effectiveness of the Supervisor’s internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. Honorable Jennifer J. Edwards Supervisor of Elections 21 Compliance and Other Matters As part of obtaining reasonable assurance about whether the Supervisor’s financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose. CliftonLarsonAllen LLP Naples, Florida January 18, 2019 22 MANAGEMENT LETTER Honorable Jennifer J. Edwards Supervisor of Elections Collier County, Florida Report on the Financial Statements We have audited the financial statements of the Collier County, Florida Supervisor of Elections (Supervisor) as of and for the fiscal year ended September 30, 2018 and have issued our report thereon dated January 18, 2019. Auditors’ Responsibility We conducted our audit in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and Chapter 10.550, Rules of the Florida Auditor General. Other Reporting Requirements We have issued our Independent Auditors’ Report on Internal Control over Financial Reporting and Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards and Independent Accountants’ Report on an examination conducted in accordance with AICPA Professional Standards, AT-C Section 315, regarding compliance requirements in accordance with Chapter 10.550, Rules of the Auditor General. Disclosures in those reports, which are dated January 18, 2019, should be considered in conjunction with this management letter. Prior Audit Findings Section 10.554(1)(i)1., Rules of the Auditor General, requires that we determine whether or not corrective actions have been taken to address findings and recommendations made in the preceding annual financial audit report. There were no findings and recommendations reported in the preceding annual financial audit report. Official Title and Legal Authority Section 10.554(1)(i)4., Rules of the Auditor General, requires that the name or official title and legal authority for the primary government and each component unit of the reporting entity be disclosed in this management letter, unless disclosed in the notes to the financial statements. See Note 1 in the notes to the financial statements. Honorable Jennifer J. Edwards Supervisor of Elections 23 Financial Management Section 10.554(1)(i)2., Rules of the Auditor General, requires that we communicate any recommendations to improve financial management. In connection with our audit, we did not have any such recommendations. Additional Matters Section 10.554(1)(i)3., Rules of the Auditor General, requires us to communicate noncompliance with provisions of contracts or grant agreements, or abuse, that have occurred, or are likely to have occurred, that have an effect on the financial statements that is less than material but which warrants the attention of those charged with governance. In connection with our audit, we did not note any such findings. Purpose of this Letter Our management letter is intended solely for the information and use of the Legislative Auditing Committee, members of the Florida Senate and the Florida House of Representatives, the Florida Auditor General, Federal and other granting agencies, the Supervisor and applicable management, and is not intended to be and should not be used by anyone other than these specified parties. CliftonLarsonAllen LLP Naples, Florida January 18, 2019 24 INDEPENDENT ACCOUNTANTS’ REPORT Honorable Jennifer J. Edwards Supervisor of Elections Collier County, Florida We have examined the Collier County, Florida Supervisor of Elections’ (Supervisor) compliance with Section 218.415, Florida Statutes, regarding the investment of public funds, during the year ended September 30, 2018. Management of the Supervisor is responsible for the Supervisor’s compliance with the specified requirements. Our responsibility is to express an opinion on the Supervisor’s compliance with the specified requirements based on our examination. Our examination was conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants. Those standards require that we plan and perform the examination to obtain reasonable assurance about whether the Supervisor complied, in all material respects, with the specified requirements referenced above. An examination involves performing procedures to obtain evidence about whether the Supervisor complied with the specified requirements. The nature, timing, and extent of the procedures selected depend on our judgment, including an assessment of the risks of material noncompliance, whether due to fraud or error. We believe that the evidence we obtained is sufficient and appropriate to provide a reasonable basis for our opinion. Our examination does not provide a legal determination on the Supervisor’s compliance with specified requirements. In our opinion, the Supervisor complied, in all material respects, with Section 218.415, Florida Statutes, regarding the investment of public funds during the year ended September 30, 2018. This report is intended solely for the information and use of the Supervisor and the Auditor General, State of Florida, and is not intended to be and should not be used by anyone other than these specified parties. CliftonLarsonAllen LLP Naples, Florida January 18, 2019 Collier County, Florida Tax Collector Financial Statements and Supplemental Reports Years Ended September 30, 2018 and 2017 Collier County, Florida Tax Collector Financial Statements and Other Reports Years Ended September 30, 2018 and 2017 Contents Independent Auditors’ Report ..........................................................................................................1 Financial Statements Balance Sheets – General Fund ....................................................................................................3 Statements of Revenues, Expenditures, and Changes in Fund Balance – General Fund .............................................................................................................4 Statement of Revenues, Expenditures, and Changes in Fund Balance – Budget to Actual – General Fund .............................................................................5 Statements of Fiduciary Net Position – Agency Funds ................................................................6 Notes to Financial Statements .......................................................................................................7 Other Reports Independent Auditors’ Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards ................................................................24 Management Letter ........................................................................................................................26 Independent Accountants’ Report ..................................................................................................28 1 INDEPENDENT AUDITORS’ REPORT Honorable Larry H. Ray Tax Collector Collier County, Florida Report on the Financial Statements We have audited the accompanying financial statements of the general fund and the aggregate remaining fund information of the Collier County, Florida Tax Collector (Tax Collector), as of and for the years ended September 30, 2018 and 2017, and the related notes to the financial statements, which collectively comprise the Tax Collector’s basic financial statements as listed in the table of contents. Management’s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditors’ Responsibility Our responsibility is to express opinions on these financial statements based on our audits. We conducted our audits in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Honorable Larry H. Ray Tax Collector 2 Opinions In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the general fund and the aggregate remaining fund information of the Tax Collector as of September 30, 2018 and 2017, and the respective changes in financial position for the years then ended and the budgetary comparison for the general fund thereof for the year ended September 30, 2018, in accordance with accounting principles generally accepted in the United States of America. Emphasis of Matter As discussed in Note 1 to the financial statements, the financial statements referred to above were prepared solely for the purpose of complying with the Rules of the Auditor General of the State of Florida. In conformity with the Rules, the accompanying financial statements are intended to present the financial position and changes in financial position of each major fund, and the aggregate remaining fund information, only for that portion of the major funds, and the aggregate remaining fund information, of Collier County, Florida that is attributable to the Tax Collector. They do not purport to, and do not, present fairly the financial position of Collier County, Florida as of September 30, 2018 and 2017, and the changes in its financial position for the fiscal years then ended in conformity with accounting principles generally accepted in the United States of America. Our opinion is not modified with respect to this matter. Other Matters Required Supplementary Information Management has omitted management’s discussion and analysis that accounting principles generally accepted in the United States of America require to be presented to supplement the basic financial statements. Such missing information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. Our opinion on the basic financial statements is not affected by this missing information. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated December 21, 2018 on our consideration of the Tax Collector’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the Tax Collector’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the Tax Collector’s internal control over financial reporting and compliance. CliftonLarsonAllen LLP Naples, Florida December 21, 2018 Collier County, Florida Tax Collector Balance Sheets – General Fund See accompanying Notes to Financial Statements. 3 2018 2017 Assets Cash and cash equivalents 9,349,680$ 7,222,230$ Accounts receivable - 4,678 Due from other funds 100,595 62,712 Prepaid rent 29,608 28,921 Prepaid expense 3,606 6,842 Security deposit 4,628 4,628 Total assets 9,488,117$ 7,330,011$ Liabilities and fund balance Liabilities: Accounts payable 154,028$ 191,873$ Due to Collier County, Florida Board of County Commissioners 8,175,198 6,255,593 Due to other governmental agencies 1,138,651 787,451 Other current liabilities 20,240 95,094 Total liabilities 9,488,117 7,330,011 Fund balance - - Total liabilities and fund balance 9,488,117$ 7,330,011$ September 30, Collier County, Florida Tax Collector Statements of Revenues, Expenditures, and Changes in Fund Balance General Fund See accompanying Notes to Financial Statements. 4 2018 2017 Revenues: Commissions and fees 22,625,793$ 20,996,583$ Miscellaneous 249,076 453,665 Total revenues 22,874,869 21,450,248 Expenditures: General government: Personal services 10,684,424 10,507,089 Operating 2,252,976 2,125,375 Capital outlay 623,620 1,774,740 Total expenditures 13,561,020 14,407,204 Excess of revenues over expenditures 9,313,849 7,043,044 Other financing uses: Distribution of excess commissions and fees to Collier County, Florida Board of County Commissioners (8,175,198) (6,255,593) Distribution of excess commissions and fees to other governmental agencies (1,138,651) (787,451) Total other financing uses (9,313,849) (7,043,044) Net change in fund balance - - Fund balance, beginning of year - - Fund balance, end of year -$ -$ Year Ended September 30, Collier County, Florida Tax Collector Statement of Revenues, Expenditures, and Changes in Fund Balance – Budget to Actual General Fund Year Ended September 30, 2018 See accompanying Notes to Financial Statements. 5 Variance With Final Budget Positive Original Final Actual (Negative) Revenues: Commissions and fees 21,456,508$ 21,456,508$ 22,625,793$ 1,169,285$ Miscellaneous 250,200 250,200 249,076 (1,124) Total revenues 21,706,708 21,706,708 22,874,869 1,168,161 Expenditures: General government: Personal services 11,374,486 11,390,778 10,684,424 706,354 Operating 2,610,418 2,610,418 2,252,976 357,442 Capital outlay 627,587 627,587 623,620 3,967 Total expenditures 14,612,491 14,628,783 13,561,020 1,067,763 Balance of revenues over expenditures 7,094,217 7,077,925 9,313,849 2,235,924 Other financing uses: Distribution of excess commissions and fees to Collier County, Florida Board of County Commissioners (6,226,924) (6,212,624) (8,175,198) (1,962,574) Distribution of excess commissions and fees to other governmental agencies (867,293) (865,301) (1,138,651) (273,350) Total other financing uses (7,094,217) (7,077,925) (9,313,849) (2,235,924) Net change in fund balance - - - - Fund balance, beginning of year - - - - Fund balance, end of year -$ -$ -$ -$ Budget Collier County, Florida Tax Collector Statements of Fiduciary Net Position Agency Funds See accompanying Notes to Financial Statements. 6 2018 2017 Assets Cash and cash equivalents 6,354,628$ 6,271,609$ Accounts receivable 32,959 50,324 Total assets 6,387,587$ 6,321,933$ Liabilities Due to other funds 100,594$ 62,712$ Due to Collier County, Florida Board of County Commissioners 1,139,571 879,823 Due to other governmental agencies 5,077,456 5,342,341 Due to individuals and businesses 69,966 37,057 Total liabilities 6,387,587$ 6,321,933$ September 30, Collier County, Florida Tax Collector Notes to Financial Statements September 30, 2018 and 2017 7 1. Summary of Significant Accounting Policies Reporting Entity The Tax Collector is an elected official of the County, pursuant to the Constitution of the State of Florida, Article VIII, Section 1(d). The Tax Collector is part of the primary government of the County. Although the Florida Department of Revenue approves the Tax Collector’s operating budget, the Tax Collector is responsible for the administration and the operation of the Tax Collector’s office. Upon approval, the operating budget is provided to the Collier County Board of County Commissioners (Board). The Tax Collector’s financial statements include only the funds of the Tax Collector’s office. There are no separate legal entities (component units) for which the Tax Collector is considered to be financially accountable. Measurement Focus, Basis of Accounting, and Basis of Presentation These financial statements have been prepared for the purpose of complying with Section 218.39(2), Florida Statutes, and Chapter 10.550, Rules of the Auditor General – Local Governmental Entity Audits, which allows the Tax Collector to only present fund financial statements. These financial statements present only the portion of the funds of Collier County, Florida that are attributable to the Tax Collector. They are not intended to present fairly the financial position and results of operations of Collier County, Florida in conformity with accounting principles generally accepted in the United States of America. The financial activities of the Tax Collector, as a constitutional officer, are included in the Collier County, Florida Comprehensive Annual Financial Report. These fund financial statements report detailed information about the Tax Collector. The focus of governmental fund financial statements is on major funds rather than reporting funds by type. Each major fund is reported in a separate column. Collier County, Florida Tax Collector Notes to Financial Statements September 30, 2018 and 2017 8 1. Summary of Significant Accounting Policies (continued) Governmental Funds Governmental funds are accounted for using the flow of current financial resources measurement focus. Only current assets and current liabilities, generally, are included on the balance sheets. Operating statements for these funds present increases (i.e., revenues and other financing sources) and decreases (i.e., expenditures and other financing uses) in net current assets. The Tax Collector’s only governmental fund is the general fund. The general fund is used to account for the general operations of the Tax Collector and includes all transactions not accounted for in another fund. The modified accrual basis of accounting is used by governmental funds. Under the modified accrual basis of accounting, revenues are recognized when susceptible to accrual (i.e., when they become measurable and available to finance liabilities of the current fiscal year). For this purpose, the Tax Collector considers revenues to be available if they are collected within 60 days after year-end. Expenditures are recorded when the related fund liability is incurred, except for certain compensated absences, which are recognized as expenditures to the extent they have matured. Interest income and other revenue are recognized as they are earned and become measurable and available to pay liabilities of the current period. Substantially all of the Tax Collector’s revenue is received from taxing authorities. These monies are virtually unrestricted and are revocable only for failure to comply with prescribed compliance requirements. These resources are reflected as revenue at the time of receipt; earlier if the “susceptible to accrual” criteria are met. Florida Statutes provide that the amount by which revenues exceed annual expenditures be remitted to each governmental agency or the Board immediately following the fiscal year for which the funding was provided or following the fiscal year during which other revenue was recognized. Capital outlays expended in the general fund operations are capitalized in the basic financial statements of Collier County, Florida rather than in the governmental funds of the Tax Collector. Collier County, Florida Tax Collector Notes to Financial Statements September 30, 2018 and 2017 9 1. Summary of Significant Accounting Policies (continued) Fiduciary Funds Agency funds – Fiduciary funds are used to account for assets held by the Tax Collector in a trustee capacity or as an agent for individuals, private organizations, and other governments. Agency funds are custodial in nature (assets equal liabilities), and do not involve measurement of results of operations or have a measurement focus. Agency funds are accounted for using the accrual basis of accounting. Refund of “Excess Fees” Florida Statutes further provide that the excess of revenues over expenditures held by the Tax Collector be distributed to each governmental agency or the Board in the same proportion as the fees paid by each governmental agency bear to total fee revenues. The amount of this distribution is recorded as a liability and as an other financing use-transfer out in the accompanying financial statements. Compensated Absences All full-time employees of the Tax Collector are allowed to accumulate an unlimited number of hours of unused sick leave and up to 240 hours of unused vacation leave. Upon termination, employees receive 100% of allowable accumulated vacation hours and a percentage of unused sick leave, depending on years of service. Vacation and sick leave payments are included in operating costs of the general fund when the payments are made to the employees. The Tax Collector does not, nor is legally required to, accumulate financial resources for these unmatured obligations. Accordingly, the liability for compensated absences is not reported in the general fund of the Tax Collector, but rather is reported in the basic financial statements of Collier County, Florida. Collier County, Florida Tax Collector Notes to Financial Statements September 30, 2018 and 2017 10 1. Summary of Significant Accounting Policies (continued) Property Taxes Property taxes in Collier County are levied by the Board and other taxing authorities. The millage levies are determined on the basis of estimates of revenue needs and the total taxable valuations within the jurisdiction of the Board and other taxing authorities. No aggregate ad valorem tax millage in excess of 10 mills on the dollar can be levied by the Board against property in the County as specified in Florida Statutes, Section 200.071. Each year the total taxable property valuation is established by the Collier County, Florida Property Appraiser, and the list of property assessments is submitted to the State Department of Revenue for approval. Taxes, assessed as of January 1 of each year, are due and payable on November 1 of each year or as soon thereafter as the assessment roll is opened for collection. Pursuant to Florida law, all owners of property have the responsibility of ascertaining the amount due and paying it before April 1 of the year following the year in which the tax was assessed. Chapter 197, Florida Statutes, governs property tax collections as follows: Current Taxes All property taxes become due and payable on November 1, and are delinquent on April 1 of the following year. Discounts are allowed for early payment of 4% in November; 3% in December; 2% in January; and 1% for payment in February. Unpaid Taxes – Sale of Tax Certificates The Tax Collector advertises, as required by Florida Statutes, and sells tax certificates on all real property for unpaid taxes. The taxes assessed on the property are struck off the tax roll to the purchaser of the tax certificate. Certificates not sold are struck off to the County. The Tax Collector must receive payment before the certificates are delivered. Any person owning land upon which a tax certificate has been sold may redeem the tax certificate by paying the Tax Collector the face amount of the tax certificate plus interest and other costs. Tax Deeds Two years after the purchase of a tax certificate the owner may file an application for tax deed sale. The County, as a certificate owner, exercises similar procedures. Tax deeds are issued to the highest bidder for the property which is sold at public auction. The Clerk of the Circuit Court administers these sales. Collier County, Florida Tax Collector Notes to Financial Statements September 30, 2018 and 2017 11 1. Summary of Significant Accounting Policies (continued) Use of Estimates The preparation of these financial statements requires management of the Tax Collector to make a number of estimates and assumptions relating to the reported amounts of assets and liabilities and the disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenditures during the period. Actual results could differ from those estimates. 2. Budgetary Process Florida Statutes govern the preparation, adoption, and administration of the Tax Collector’s annual budget. The Tax Collector submits a budget for the general fund to the Florida Department of Revenue for approval. A copy of the approved budget is provided to the Board. Any subsequent amendments to the Tax Collector’s total budget must be approved by the Florida Department of Revenue. The budget for the general fund is prepared on a basis consistent with accounting principles generally accepted in the United States of America. The annual budget serves as the legal authorization for expenditures. Expenditures may not legally exceed appropriations at the fund level. Appropriations lapse at year-end. Budget control is maintained at the departmental major object expenditure level. Budgetary changes within major object expenditure categories are made at the discretion of the Tax Collector. The original budget is the first complete appropriated budget. The final budget is the original budget adjusted by all reserves, transfers, allocations, supplemental appropriations, and other legally authorized changes applicable to the fiscal year, whenever legally authorized. Collier County, Florida Tax Collector Notes to Financial Statements September 30, 2018 and 2017 12 3. Cash At September 30, 2018 and 2017, the carrying value of the Tax Collector’s cash was as follows: 2018 2017 Carrying Carrying Value Value Cash on hand 35,897$ 36,338$ Demand deposits 15,668,411 13,457,501 Total cash and cash equivalents 15,704,308$ 13,493,839$ Type Such amounts are reported as $9,349,680 and $6,354,628 for 2018 and $7,222,230 and $6,271,609 for 2017 in the general and agency funds, respectively. Custodial Credit Risk At September 30, 2018, the Tax Collector’s deposits were entirely covered by Federal Depository Insurance or by collateral pledged with the State Treasurer pursuant to Chapter 280, Florida Statutes. Under this Chapter, in the event of default by a participating financial institution (a qualified public depository), all participating institutions are obligated to reimburse the governmental entity for the loss. Credit Risk The Tax Collector’s policy is to follow the guidance in Section 219.075, Florida Statutes, regarding the deposit of funds received and the investment of surplus funds. Sections 219.075 and 218.415, Florida Statutes, authorize the Tax Collector to invest in Florida PRIME or any intergovernmental investment pool authorized pursuant to the Florida Interlocal Cooperation Act; Securities and Exchange Commission registered money market funds with the highest credit quality rating from a nationally recognized rating agency; direct obligations of the United States Treasury; federal agencies and instrumentalities or interest-bearing time deposits or savings accounts in banks organized under the laws of the United States and doing business and situated in the State of Florida, savings and loan associations which are under state supervision, or in federal savings and loan associations located in the State of Florida and organized under federal law and federal supervision, provided that any such deposits are secured by collateral as may be prescribed by law. Collier County, Florida Tax Collector Notes to Financial Statements September 30, 2018 and 2017 13 3. Cash (continued) Interest Rate Risk The Tax Collector has no specific investment policy regarding interest rate risk. 4. Capital Assets Capital assets used by the Tax Collector are capitalized in the basic financial statements of Collier County, Florida rather than in the governmental funds of the Tax Collector. Upon acquisition, such assets are recorded as expenditures in the general fund of the Tax Collector, and are capitalized at cost in the basic financial statements of Collier County, Florida. Capital assets are valued at historical cost or estimated historical cost if actual historical cost is not available. Donated capital assets are valued at their estimated fair value on the date received. The Tax Collector maintains custodial responsibility for the capital assets used by the office. No depreciation expense has been provided on capital assets in these financial statements. However, depreciation expense on these assets is recorded in the basic financial statements of Collier County, Florida. The following is a summary of changes in capital assets for the year ended September 30, 2018: October 1, 2017 Additions Deletions/ Reclassifications September 30, 2018 Capital Assets not depreciated: Construction in progress 1,698,143$ 566,454$ (2,023,823)$ 240,774$ Total assets not depreciated 1,698,143 566,454 (2,023,823) 240,774 Infrastructure 11,735 - - 11,735 Improvements other than buildings 109,084 - - 109,084 Machinery and equipment 1,884,111 57,166 (42,089) 1,899,188 Total Capital Assets 3,703,073 623,620 (2,065,912) 2,260,781 Less accumulated depreciation: (1,713,395) (106,287) 35,338 (1,784,344) Total capital assets, net 1,989,678$ 517,333$ (2,030,574)$ 476,437$ Collier County, Florida Tax Collector Notes to Financial Statements September 30, 2018 and 2017 14 4. Capital Assets (continued) The following is a summary of changes in capital assets for the year ended September 30, 2017: October 1, 2016 Additions Deletions/ Reclassifications September 30, 2017 Capital Assets not depreciated: Construction in progress 20,384$ 1,689,350$ (11,591)$ 1,698,143$ Total assets not depreciated 20,384 1,689,350 (11,591) 1,698,143 Infrastructure 11,735 - - 11,735 Improvements other than buildings 111,914 - (2,830) 109,084 Machinery and equipment 2,380,408 85,390 (581,687) 1,884,111 Total Capital Assets 2,524,441 1,774,740 (596,108) 3,703,073 Less accumulated depreciation: (2,189,005) (118,775) 594,385 (1,713,395) Total capital assets, net 335,436$ 1,655,965$ (1,723)$ 1,989,678$ 5. Long-Term Liabilities The following is a summary of changes in long-term liabilities which are reported in the basic financial statements of Collier County, Florida: October 1, September 30, 2017 Increase Decrease 2018 Accrued compensated absences 1,232,879$ 633,595$ (715,460)$ 1,151,014$ October 1, September 30, 2016 Increase Decrease 2017 Accrued compensated absences 1,173,838$ 681,407$ (622,366)$ 1,232,879$ Collier County, Florida Tax Collector Notes to Financial Statements September 30, 2018 and 2017 15 5. Long-Term Liabilities (Continued) Of these liabilities, approximately $665,000 is expected to be paid during the fiscal year ending September 30, 2019, which will be included in the operating costs of the general fund when expended. These long-term liabilities are not reported in the financial statements of the Tax Collector since they have not matured. 6. Pension Plans Background The Florida Retirement System (FRS) was created by Chapter 121, Florida Statutes, to provide a defined benefit pension plan for participating public employees. The FRS was amended in 1998 to add the Deferred Retirement Option Program under the defined benefit plan and amended in 2000 to provide a defined contribution plan alternative to the defined benefit plan for FRS members effective July 1, 2002. This integrated defined contribution pension plan is the FRS Investment Plan. Chapter 112, Florida Statutes, established the Retiree Health Insurance Subsidy (HIS) Program, a cost-sharing multiple-employer defined benefit pension plan, to assist retired members of any State-administered retirement system in paying the costs of health insurance. Essentially all regular employees of the Tax Collector are eligible to enroll as members of the State-administered FRS. Provisions relating to the FRS are established by Chapters 121 and 122, Florida Statutes; Chapter 112, Part IV, Florida Statutes; Chapter 238, Florida Statutes; and FRS Rules, Chapter 60S, Florida Administrative Code; wherein eligibility, contributions, and benefits are defined and described in detail. Such provisions may be amended at any time by further action from the Florida Legislature. The FRS is a single retirement system administered by the Florida Department of Management Services, Division of Retirement, and consists of the two cost-sharing, multiple-employer defined benefit plans and other nonintegrated programs. A comprehensive annual financial report of the FRS, which includes its financial statements, required supplementary information, actuarial report, and other relevant information, is available from the Florida Department of Management Services’ Web site (www.dms.myflorida.com). Collier County, Florida Tax Collector Notes to Financial Statements September 30, 2018 and 2017 16 6. Pension Plans (continued) Florida Retirement System Pension Plan Plan Description The Florida Retirement System Pension Plan (FRS Plan) is a cost-sharing multiple-employer defined benefit pension plan, with a Deferred Retirement Option Program (DROP) for eligible employees. The general classes of membership are as follows: Regular Class – Members of the FRS who do not qualify for membership in the other classes. Elected County Officers Class – Members who hold specified elective offices in local government. Senior Management Service Class (SMSC) – Members in senior management level positions. Special Risk Class – Members who are special risk employees, such as law enforcement officers, meet the criteria to qualify for this class. Employees enrolled in the FRS Plan prior to July 1, 2011, vest at 6 years of creditable service and employees enrolled in the FRS Plan on or after July 1, 2011, vest at 8 years of creditable service. All vested members, enrolled prior to July 1, 2011, are eligible for normal retirement benefits at age 62, or at any age after 30 years of service, except for members classified as special risk who are eligible for normal retirement benefits at age 55 or at any age after 25 years of service. All members enrolled in the FRS Plan on or after July 1, 2011, once vested, are eligible for normal retirement benefits at age 65 or any time after 33 years of creditable service, except for members classified as special risk who are eligible for normal retirement benefits at age 60 or at any age after 30 years of service. Employees enrolled in the FRS Plan may include up to 4 years of credit for military service toward creditable service. The FRS Plan also includes an early retirement provision; however, there is a benefit reduction for each year a member retires before his or her normal retirement date. The FRS Plan provides retirement, disability, death benefits, and annual cost-of-living adjustments to eligible participants. Collier County, Florida Tax Collector Notes to Financial Statements September 30, 2018 and 2017 17 6. Pension Plans (continued) DROP, subject to provisions of Section 121.091, Florida Statutes, permits employees eligible for normal retirement under the FRS Plan to defer receipt of monthly benefit payments while continuing employment with an FRS participating employer. An employee may participate in DROP for a period not to exceed 60 months after electing to participate, except that certain instructional personnel may participate for up to 96 months. During the period of DROP participation, deferred monthly benefits are held in the FRS Trust Fund and accrue interest. The net pension liability does not include amounts for DROP participants, as these members are considered retired and are not accruing additional pension benefits. Benefits Provided Benefits under the FRS Plan are computed on the basis of age and/or years of service, average final compensation, and service credit. Credit for each year of service is expressed as a percentage of the average final compensation. For members initially enrolled before July 1, 2011, the average final compensation is the average of the 5 highest fiscal years’ earnings; for members initially enrolled on or after July 1, 2011, the average final compensation is the average of the 8 highest fiscal years’ earnings. The total percentage value of the benefit received is determined by calculating the total value of all service, which is based on the retirement class to which the member belonged when the service credit was earned. Members are eligible for in-line-of-duty or regular disability and survivors’ benefits. As provided in Section 121.101, Florida Statutes, if the member is initially enrolled in the FRS before July 1, 2011, and all service credit was accrued before July 1, 2011, the annual cost-of-living adjustment is 3% per year. If the member is initially enrolled before July 1, 2011, and has service credit on or after July 1, 2011, there is an individually calculated cost-of-living adjustment. The annual cost-of-living adjustment is a proportion of 3% determined by dividing the sum of the pre-July 2011 service credit by the total service credit at retirement multiplied by 3%. FRS Plan members initially enrolled on or after July 1, 2011, will not have a cost-of-living adjustment after retirement. Detailed information about the County’s proportionate share of FRS’s net pension liability, deferred outflows/inflows of resources, and pension expense are reported in the government-wide statements of the County. Collier County, Florida Tax Collector Notes to Financial Statements September 30, 2018 and 2017 18 6. Pension Plans (continued) Retiree Health Insurance Subsidy Program Plan Description The Retiree Health Insurance Subsidy Program (HIS Plan) is a cost-sharing multiple-employer defined benefit pension plan established under Section 112.363, Florida Statutes, and may be amended by the Florida Legislature at any time. The benefit is a monthly payment to assist retirees of State-administered retirement systems in paying their health insurance costs and is administered by the Florida Department of Management Services, Division of Retirement. Benefits Provided For the fiscal year ended June 30, 2018, eligible retirees and beneficiaries received a monthly HIS payment of $5 for each year of creditable service completed at the time of retirement, with a minimum HIS payment of $30 and a maximum HIS payment of $150 per month, pursuant to Section 112.363, Florida Statutes. To be eligible to receive a HIS Plan benefit, a retiree under a State-administered retirement system must provide proof of health insurance coverage, which may include Medicare. Detailed information about the County’s proportionate share of HIS’s net pension liability, deferred outflows/inflows of resources, and pension expense are reported in the government-wide statements of the County. FRS Investment Plan The Florida State Board of Administration (SBA) administers the defined contribution plan officially titled the FRS Investment Plan (Investment Plan). The Investment Plan is reported in the SBA’s annual financial statements and in the State of Florida Comprehensive Annual Financial Report. Collier County, Florida Tax Collector Notes to Financial Statements September 30, 2018 and 2017 19 6. Pension Plans (continued) FRS Investment Plan (continued) As provided in Section 121.4501, Florida Statutes, eligible FRS members may elect to participate in the Investment Plan in lieu of the FRS defined benefit plan. Tax Collector employees participating in DROP are not eligible to participate in the Investment Plan. Employer and employee contributions, including amounts contributed to individual member’s accounts, are defined by law, but the ultimate benefit depends in part on the performance of investment funds. Benefit terms, including contribution requirements, for the Investment Plan are established and may be amended by the Florida Legislature. The Investment Plan is funded with the same employer and employee contribution rates that are based on salary and membership class (Regular Class, Elected County Officers, etc.), as the FRS defined benefit plan. Contributions are directed to individual member accounts, and the individual members allocate contributions and account balances among various approved investment choices. Costs of administering plan, including the FRS Financial Guidance Program, are funded through an employer contribution of 0.06% of payroll and by forfeited benefits of plan members. For all membership classes, employees are immediately vested in their own contributions and are vested after 1 year of service for employer contributions and investment earnings. If an accumulated benefit obligation for service credit originally earned under the FRS Pension Plan is transferred to the Investment Plan, the member must have the years of service required for FRS Pension Plan vesting (including the service credit represented by the transferred funds) to be vested for these funds and the earnings on the funds. Non-vested employer contributions are placed in a suspense account for up to 5 years. If the employee returns to FRS-covered employment within the 5-year period, the employee will regain control over their account. If the employee does not return within the 5-year period, the employee will forfeit the accumulated account balance. For the fiscal year ended June 30, 2018, the information for the amount of forfeitures was unavailable from the SBA; however, management believes that these amounts, if any, would be immaterial to the Tax Collector. Collier County, Florida Tax Collector Notes to Financial Statements September 30, 2018 and 2017 20 6. Pension Plans (continued) After termination and applying to receive benefits, the member may rollover vested funds to another qualified plan, structure a periodic payment under the Investment Plan, receive a lump-sum distribution, leave the funds invested for future distribution, or any combination of these options. Disability coverage is provided; the member may either transfer the account balance to the FRS Pension Plan when approved for disability retirement to receive guaranteed lifetime monthly benefits under the FRS Pension Plan, or remain in the Investment Plan and rely upon that account balance for retirement income. Contributions Participating employer contributions are based upon statewide rates established by the State of Florida. The Tax Collector’s contributions made to the plans during the years ended September 30, 2018, 2017, and 2016 were $716,867, $655,667, and $606,522, respectively, equal to the actuarially determined contribution requirements for each year. Additional information about pension plans can be found in the County’s comprehensive annual financial report or County-wide financial statements. 7. Other Postemployment Benefits (OPEB) In accordance with Section 112.0801, Florida Statutes, the Tax Collector participates with Collier County in offering retiring employees the opportunity to continue participation in the County’s health insurance plan. The participating retirees pay 100% of the premium cost applicable to an active employee. The liability and expense for other postemployment benefits, calculated in accordance with Governmental Accounting Standards Board Statement No. 75 Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions, are reported in the financial statements of the County. Collier County, Florida Tax Collector Notes to Financial Statements September 30, 2018 and 2017 21 8. Related Party Transactions During the fiscal years ended September 30, 2018 and 2017, the Board paid commissions and fees to the Tax Collector that amounted to $16,291,894 and $15,267,509, respectively. At September 30, 2018 and 2017, the Tax Collector had a payable due to the Board of $9,314,769 and $7,135,416, respectively, comprised as follows: 2018 2017 Distribution of unused commissions and fees 8,175,198$ 6,255,593$ Agency funds due to the Board 1,139,571 879,823 Total 9,314,769$ 7,135,416$ 9. Risk Management Collier County, Florida (County) is exposed to various risks of loss including but not limited to, general liability, health and life, property and casualty, auto and physical damage, and workers’ compensation. The County is substantially self-insured and accounts for and finances its risk of uninsured losses through an internal service fund. All liabilities associated with these self-insured risks are reported in the basic financial statements of the County. The Tax Collector participates in the County’s self-insurance program. During the years ended September 30, 2017 and 2016, the Tax Collector was charged $2,938,265 and $3,031,659, respectively, by the County for participation in the risk management program. Collier County, Florida Tax Collector Notes to Financial Statements September 30, 2018 and 2017 22 9. Risk Management (continued) The County provides coverage for up to $500,000 per claim for workers’ compensation, and has purchased outside excess coverage for up to the statutory limits for each injury or illness. The County also provides coverage for up to $500,000 per occurrence for general liability and $300,000 per occurrence for auto liability coverage and has purchased outside excess coverage for up to $5 million per claim. Negligence claims in excess of the statutory limits set in Section 768.20, Florida Statutes, which provide for limited sovereign immunity of $200,000/$300,000 per occurrence can only be recovered through an act of the State Legislature. Property claims are subject to a 5% wind deductible and a $50,000 deductible for all other perils. The County retains the first $100,000 per claim/$200,000 per occurrence for public official errors and omissions and crime coverage and has purchased outside excess coverage for up to $5 million per claim. There have been no significant reductions in insurance coverage in the last year. Settled claims have not exceeded the insurance provided by third-party carriers in any of the last three years. The County is self-insured for health claims covering all of its employees and their eligible dependents. The County retains the first $450,000 per covered member and has purchased outside excess coverage for all claims exceeding this amount. An actuarial valuation is performed each year to estimate the amounts needed to pay prior and future claims and to establish reserves. 10. Commitments and Contingencies Leases The Tax Collector has noncancelable operating leases for certain office facilities that were utilized solely by the Tax Collector for fiscal year 2016. The two current leases include options for a 5-year renewal with an annual escalation clauses ranging from 1-5% annually. The following is a schedule of future minimum lease payments under the operating leases: Fiscal year ending September 30: 2019 250,334$ 2020 199,976 2021 146,800 Collier County, Florida Tax Collector Notes to Financial Statements September 30, 2018 and 2017 23 10. Commitments and Contingencies (continued) Rental expense for all operating leases in the aggregate was $352,553 and $336,837 for the years ended September 30, 2018 and 2017, respectively. There were no contingent rentals or sublease rentals associated with leases in effect at September 30, 2018 or 2017. Litigation The Tax Collector is involved as a defendant or plaintiff in certain litigation and claims arising from the ordinary course of operations. In the opinion of the Tax Collector and legal counsel, the range of potential recoveries or liabilities will not materially affect the financial position of the Tax Collector. 24 INDEPENDENT AUDITORS’ REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS Honorable Larry H. Ray Tax Collector Collier County, Florida We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of the general fund and the aggregate remaining fund information of the Collier County, Florida Tax Collector (Tax Collector), as of and for the year ended September 30, 2018, and the related notes to the financial statements, which collectively comprise the Tax Collector’s basic financial statements, and have issued our report thereon dated December 21, 2018. Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the Tax Collector’s internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the Tax Collector’s internal control. Accordingly, we do not express an opinion on the effectiveness of the Tax Collector’s internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. Honorable Larry H. Ray Tax Collector 25 Compliance and Other Matters As part of obtaining reasonable assurance about whether the Tax Collector’s financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit and, accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the result of that testing, and not to provide an opinion on the effectiveness of the Tax Collector’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the Tax Collector’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose. CliftonLarsonAllen LLP Naples, Florida December 21, 2018 26 MANAGEMENT LETTER Honorable Larry H. Ray Tax Collector Collier County, Florida Report on the Financial Statements We have audited the financial statements of the general fund and the aggregate remaining fund information of the Collier County, Florida Tax Collector (Tax Collector) as of and for the year ended September 30, 2018, and have issued our report thereon dated December 21, 2018. Auditors’ Responsibility We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States and Chapter 10.550, Rules of the Florida Auditor General. Other Reporting Requirements We have issued our Independent Auditors’ Report on Internal Control over Financial Reporting and Compliance and Other Matters based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards and Independent Accountants’ Report on an examination conducted in accordance with AICPA Professional Standards, AT-C Section 315, regarding compliance requirements in accordance with Chapter 10.550, Rules of the Auditor General. Disclosures in those reports which are dated December 21, 2018 should be considered in conjunction with this management letter. Prior Audit Findings Section 10.554(1)(i)1., Rules of the Auditor General, requires that we determine whether or not corrective actions have been taken to address findings and recommendations made in the preceding annual financial audit report. There were no findings and recommendations reported in the preceding annual financial audit report. Official Title and Legal Authority Section 10.554(1)(i)4., Rules of the Auditor General, requires that the name or official title and legal authority for the primary government and each component unit of the reporting entity be disclosed in this management letter, unless disclosed in the notes to the financial statements. See Note 1 in the notes to the financial statements. Honorable Larry H. Ray Tax Collector 27 Financial Management Section 10.554(1)(i)2., Rules of the Auditor General, requires that we communicate any recommendations to improve financial management. In connection with our audit, we did not have any such recommendations. Additional Matters Section 10.554(1)(i)3., Rules of the Auditor General, requires us to communicate noncompliance with provisions of contracts or grant agreements, or abuse, that have occurred, or are likely to have occurred, that have an effect on the financial statements that is less than material but which warrants the attention of those charged with governance. In connection with our audit, we did not note any such findings. Purpose of this Letter Our management letter is intended solely for the information and use of the Legislative Auditing Committee, members of the Florida Senate and the Florida House of Representatives, the Florida Auditor General, federal and other granting agencies, the Tax Collector and applicable management and is not intended to be, and should not be, used by anyone other than these specified parties. CliftonLarsonAllen LLP Naples, Florida December 21, 2018 28 INDEPENDENT ACCOUNTANTS’ REPORT Honorable Larry H. Ray Tax Collector Collier County, Florida We have examined the Collier County Tax Collector, Collier County, Florida’s (Tax Collector) compliance with Section 218.415, Florida Statutes, regarding the investment of public funds during the year ended September 30, 2018. Management of the Tax Collector is responsible for the Tax Collector’s compliance with the specified requirements. Our responsibility is to express an opinion on the Tax Collector’s compliance with the specified requirements based on our examination. Our examination was conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants. Those standards require that we plan and perform the examination to obtain reasonable assurance about whether the Tax Collector complied, in all material respects, with the specified requirements referenced above. An examination involves performing procedures to obtain evidence about whether the Tax Collector complied with the specified requirements. The nature, timing, and extent of the procedures selected depend on our judgment, including an assessment of the risks of material noncompliance, whether due to fraud or error. We believe that the evidence we obtained is sufficient and appropriate to provide a reasonable basis for our opinion. Our examination does not provide a legal determination on the Tax Collector’s compliance with specified requirements. In our opinion, the Tax Collector complied, in all material respects, with Section 218.415, Florida Statutes, regarding the investment of public funds during the year ended September 30, 2018. This report is intended solely for the information and use of the Tax Collector and the Auditor General, State of Florida, and is not intended to be, and should not be, used by anyone other than these specified parties. 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