Agenda 07/28/2009 Item #16A18Agenda Item No. 16A18
EXECUTIVE SUMMARY July 28, 2009
Page 1 of 2
Recommendation to approve budget amendments to loan Fund 131 (Developer
Services) a total of $1,400,000 from Fund 306 (Parks & Recreation Capital
Improvement)
OBJECTIVE: To have the Board of County Commissioners (BCC) approve budget
amendments to loan Fund 131 (Developer Services) a total of $1,400,000 from Fund 306
(Parks & Recreation Capital Improvement).
CONSIDERATIONS: Per the direction of the Board given during the FY 2010 budget
workshop of June 29 -30, this executive summary requests the approval of budget
amendments, attached, which execute the loan for $1,400,000 in FY 2009 from Fund 306
to Fund 131. This loan will allow Fund 131 to meet its current year administrative
support indirect cost charge and health insurance obligations.
FISCAL IMPACT: The Fund 306 and Fund 131 FY 2009 budgets will be revised per
the attached Budget Amendments. The FY 2010 proposed budget will be revised to
reflect a $350,000 loan repayment from Fund 131 to Fund 306, the first year of a four
year repayment schedule. Should, at any time, Fund 131 revenue improve beyond
budgeted levels, Community Development and Environmental Services financial staff
will coordinate with the Manager's Office on an expedited repayment schedule.
GROWTH MANAGEMENT IMPACT: No growth management impact will result
from this action
LEGAL CONSIDERATION: This item has been reviewed for legal sufficiency and
there are no outstanding legal considerations. This item is not quasi - judicial and no ex
parte disclosures are required. This item requires a simple majority vote and is legally
sufficient for Board action. -JW
RECOMMENDATION: Recommendation to approve budget amendments to loan
Fund 131 (Developer Services) a total of $1,400,000 from Fund 306 (Parks & Recreation
Capital Improvement).
PREPARED BY: Garrett Mullee, Manager of Operations Support - CDES
Page 1 of 1
Agenda Item No. 16A18
July 28, 2009
Page 2 of 2
COLLIER COUNTY
M� BOARD OF COUNTY COMMISSIONERS
Item Number: 16A18
Item Summary: Recommendation to approve budget amendments to loan Fund 131 (Developer Services) a
total of $1,400,000 from Fund 306 (Parks & Recreation Capital Improvement)
Meeting Date: 7/28/2009 9:00:00 AM
Prepared By
Garrett Mullee
Financial Operations Manager
Date
Community Development &
Financial Admin. & Housing
711612009 3:15:31 PM
Environmental Services
Approved By
Judy Puig
Operations Analyst
Date
Community Development &
Community Development &
711612009 4:25 PM
Environmental Services
Environmental Services Admin.
Approved By
Jeff Wright
Assistant County Attorney
Date
County Attorney
County Attorney Office
7/1612009 4:31 PM
Approved By
Jeff Klatzkow
County Attorney
Date
County Attorney
County Attorney Office
7/1612009 4:48 PM
Approved By
Joseph K. Schmitt
Community Development &
Date
Environmental Services Adminstrator
Community Development &
Community Development &
711612009 5:09 PM
Environmental Services
Environmental Services Admin.
Approved By
OMB Coordinator
OMB Coordinator
Date
County Manager's Office
Office of Management & Budget
7/17/2009 10:18 AM
Approved By
Mark Isackson
Budget Analyst
Date
County Manager's Office
Office of Management & Budget
7/20/2009 5:13 PM
Approved By
Susan Usher
Senior Management/Budget Analyst
Date
County Manager's Office
Office of Management & Budget
7/20/2009 5:55 PM
Approved By
Leo E. Ochs, Jr.
Deputy County Manager
Date
Board of County
County Manager's Office
7/21/2009 10:29 AM
Commissioners
file: / /C: \AgendaTest\ Export\ 13 3 - July %2028, %202009\ 16. %2000NSENT %20AGENDA\ 1... 7/22/2009
BUDGET AMENDMENT BEQUEST
131
Fund Number
Date Prepared: 07/16/09
Approved by BCC on:
Fund Center Title:
a- /+rii� '
16AI
idy 2 S Zoe q
For Budget/Finance Use Only
BA# ...............................
JE# .. ...............................
BAR # ..............................
A.P.H. Date .......................
s Services
Fund
Attach Executive Summary
Item No.:
Revenue Budget Detail
Interfund Transfer Fd Ctr No.: 929010
WBS Element Title: WBS No.:
(Provide the Fund Center or WBS element information; it is not recruited to provide both.)
Fund
Center
WBS
Element
Commit
Item
Commitment Item
Description
Increase
Decrease
Current
Budget
Revised
Budget
929010
482306
Advance from fund 306
1,400,000
0
1,400,000
Net Change to Budget 1,400,000
Expense Budget Detail
Fund Center Title: Reserves
WBS Element Title:
Provide the Fund Center or WBS element information; it is not reauired to provide both.)
I'd Ctr No.: 919010
WBS No.:
Fund
Center
WBS
Element
Commit
Item
Commitment Item
Description
Increase
(Decrease)
Current
Bud et
Revised
Budget
919010
998000
Reserves for cash flow
1,400,000
0
1,400,000
Net Change to Budget 1,400,000
EXPLANATION
Why are funds needed? Funds are needed to meet Operating Expenses.
Where are funds available? Funds are being received as a loan from fund 306.
BUDGET AMENDMENT REQUEST For Budget/Finance Use Only
BA# ...............................
JE# .. ...............................
BAR # ..............................
A.P.H. Date .......................
306 ---Par s & Recreation Ca
Fund Number Fund Description
Date Prepared: 7/14/2009
Approved by BCC on:
Attach Executive Summary
Item No.:
49ehd_a.- IMM*IGAla
✓u/V 2g1 Zoo
Expense Budget Detail
Fund Center Title: Parks Capital Fd Ctr No.: 116360
Funded Prog. Title: Barefoot Beach Outparcel Devel Fd Prg No.: 80029
(only one Fund Center /Funded Program should be entered into this section. if amendment is for Funded Program must enter Fund Center info)
Fund
Center
Funded
Program
Commit
Item
Commitment Item
Description
Increase
(Decrease)
Current
Budget
Revised
Budget
116360
80029
763100
Improvements
(200,000)
256,967.73
56,967.73
Net Change to Budget (200,000)
Expense Budget Detail
Fund Center Title: Parks Capital Fd Ctr No.: 116360
Funded Prog. Title: Cocohatchee Park Playground Fd Prg No.: 80070
(only one Fund Center/Funded Pro ram should be entered into this section. If amendment is for Funded Program must enter Fund Center info)
Fund
Center
Funded
Program
Commit
Item
Commitment Item
Description
Increase
Decrease
Current
Bud et
Revised
Budget
116360
80070
763100
Improvements
(25,000)
88,278.69
63,278.69
Net Change to Budget (25,000)
Expense Budget Detail
Fund Center Title: Parks Capital Fd Ctr No.: 116360
Funded Prog. Title: Golden Gate Comm Pk — replace lights Fd Prg No.: 80073
(only one Fund Center /Funded Program should be entered into this section. If amendment is for Fended Prnarnm miict antar Fend ra m. info
Fund
Center
Funded
Program
Commit
Item
Commitment Item
Description
Increase
(Decrease)
Current
Budget
Revised
Budget
116360
80073
763100
Improvements
(25,000)
70,800
45,800
Net Change to Budget (25,000)
Aqe taa- /#ear, *- /(OMS
Jvly 2y, 200 g
Expense Budget Detail
Fund Center Title: Parks Capital Fd Ctr No.: 116360
Funded Prog. Title: Rita Eaton Park Fd Prg No.: 80082
(only one Fund Center /Funded Proeram should be entered into this section. If amendment is for Funded Proeram. most enter Fund Center info)
Fund
Center
Funded
Program
Commit
Item
Commitment Item
Description
Increase
(Decrease)
Current
Budget
Revised
Budget
116360
80082
763100
Improvements
(20,000)
98,525
78,525
Net Change to Budget (20,000)
Expense Budget Detail
Fund Center Title: Parks Capital Fd Ctr No.: 116360
Funded Prog. Title: NCRP Pump replacement 80100
(only one Fund Center/Funded Program should be entered into this section. If amendment is for Funded Pr,c,non must enter Fund Center iofnl
Fund
Center
IFunded
I Program
Commit
Item
Commitment Item
Description
Increase
(Decrease)
Current
Bud et
Revised
Budget
116360
80100
646970
Other Equip Repair
(30,000)
192,500
162,500
Net Change to Budget (30,000)
Expense Budget Detail
Fund Center Title: Pk & Rec — Coastal Zone project Fd Ctr No.: 110416
Funded Prog. Title: Bayview Park Landing Fd Prg No.: 80060
(only one Fund Center /Funded Pro ram should be entered into this section. If amendment is for Funded Program, must enter Fund Center info
Fund
Center
IFunded
I Program
Commit
Item
Commitment Item
Description
Increase
Decrease
Current
Budget
Revised
Budget
110416
80060
763100
Improvements
(648,000)
682,499.56
34,499.56
Net Change to Budget (648,000)
Expense Budget Detail
Fund Center Title: Parks Capital Fd Ctr No.: 116360
Funded Prog. Title: Gordon Greenway Park Fd Prg No.: 80065
(only one Fund Center /Funded Proeram should he entered into this section if amendment ie f . R—e d u—..,.., .., —c,..,
Fund
Center
Funded
Program
Commit
Item
Commitment Item
Description
Increase
ecrease )
Current
Budget
Revised
Budget
116360
80065
763100
Improvements
(422,000)
7,986,561.50
7,564,561.50
Net Change to Budget (422,000)
/,rkia.. /Jew) ="§,-/&41e
J,)1V 2%2a,09
Expense Budget Detail
Fund Center Title: Boater Improvement — Coastal Zone Fd Ctr No.: 110417
Funded Prog. Title: Golden Gate Corn Pk — boat ramp 80031
(only one Fund Center /Funded Proeram should he entered into this section. If amendment is for Pr-- mnct —m r Fend C,nt,, mf t
Fund
Center
Funded
Program
Commit
Item
Commitment Item
Description
Increase
(Decrease)
Current
Budget
Revised
Budget
110417
80031
763100
Improvements
(30,000)
109,292.34
79,292.34
B.A. No.:
Net Change to Budget (30,000)
Expense Budget Detail
Fund Center Title: Interfund Transfer Fd Ctr No.: 929010
Funded Prog. Title: Reserves Fd Prg No.: 99306
(only one Fund Center /Funded ProYram should be entered into this section. If amendment is for Funded Pm.,,on mnt enter FuM f-t— infn)
Fund
Center
Funded
Program
Commit
Item
Commitment Item
Description
I Increase
(Decrease)
Current
Budget
Revised
Budget
929010
99306
921310
Advance to 131
11400,000
0
1,400,000
B.A. No.:
Net Change to Budget 1,400,000
EXPLANATION
Why are funds needed?
A loan to Community Developmen's Planning fund.
Where are funds available?
Transfer from Parks and Recreation Capital
REVIEW PROCESS
Cost Center Director:
DATE
Division Administrator:
Budget Department:
Agency Manager:
Finance Department:
Clerk of Board Admin.:
In ut b :
B.A. No.: