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FY21/22 Proposed Budget WINDING CYPRESS COMMUNITY DEVELOPMENT DISTRICT c/o Special District Services, Inc. 2501 Bums Road, Suite A Palm Beach Gardens,Florida 33410 (561) 630-4922 Fax: (561)630-4923 May 6,2021 VIA CERTIFIED MAIL— RETURN RECEIPT REQUESTED Clerk of the Circuit Court Collier County Courthouse 3315 Tamiami Trail East,#102 Naples, Florida 34112-5324 Re: Winding Cypress Cominiinity Development District To Whom It May Concern: Pursuant to Florida law, enclosed please find a copy of the following document relative to the above referenced Community Development District: 1.) Proposed Fiscal Year 2021/2022 Budget(Oct. 1,2021—Sept.30,2022) If you have any questions or comments,please contact our office. Sincerely, (SPECIAL DISTRICT SERVICES, INC. Laura J. Archer Enclosure Windin Cypress Community Development District Proposed Budget For Fiscal Year 2021/2022 October 1, 2021 - September 30, 2022 CONTENTS I PROPOSED BUDGET II DETAILED PROPOSED BUDGET III DETAILED PROPOSED DEBT SERVICE FUND BUDGET (SERIES 2015) IV DETAILED PROPOSED DEBT SERVICE FUND BUDGET (SERIES 2019) V ASSESSMENT COMPARISON PROPOSED BUDGET WINDING CYPRESS COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2021/2022 OCTOBER 1, 2021 -SEPTEMBER 30,2022 FISCAL YEAR 2021/2022 REVENUES BUDGET 0&M Assessments 177,761 Debt Assessments-Series 2015 526,216 Debt Assessments-Series 2019 311,687 Interest Income 180 TOTAL REVENUES $ 1,015,844 EXPENDITURES Supervisor Fees 1,200 Payroll Taxes-Employer 96 Engineering/Inspections 7,500 Preserve Maintenance 79,700 Management 36,588 Legal 15,500 Assessment Roll 5,000 Audit Fees 4,000 Arbitrage Rebate Fee 650 Insurance 5,900 Legal Advertisements 2,000 Miscellaneous 750 Postage 275 Office Supplies 575 Dues&Subscriptions 175 Trustee Fee 7,800 Continuing Disclosure Fee 2,000 • TOTAL EXPENDITURES $ 169,709 REVENUES LESS EXPENDITURES $ 846,135 Bond Payments-Series 2015 (486,750) Bond Payments-Series 2019 (288,311) BALANCE 71,074 County Appraiser&Tax Collector Fee (35,040) Discounts For Early Payments (41,134) EXCESS/(SHORTFALL) $ (5,100) Carryover Funds From Prior Year 5,100 NET EXCESS/(SHORTFALL) $ - 4/25/2021 12:08 PM DETAILED PROPOSED BUDGET WINDING CYPRESS COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2021/2022 OCTOBER 1, 2021 -SEPTEMBER 30, 2022 FISCAL YEAR FISCAL YEAR FISCAL YEAR 2019/2020 2020/2021 2021/2022 REVENUES ACTUAL BUDGET BUDGET COMMENTS 0&M Assessments 178,278 177,811 177,761 Expenditures Less Interest&Carryover/.925 Debt Assessments-Series 2015 526,536}__ 526,216 526,216 Bond Payments/.925 Debt Assessments-Series 2019 311,895 311,687 311,687 Bond Payments/.925 Interest Income 193 180 180 Interest Projected At$15 Per Month TOTAL REVENUES 1,016,902 $ 1,015,894 $ 1,016,844 EXPENDITURES Supervisor Fees 0 1,200 1,200 Supervisor Fees Payroll Taxes-Employer 0 96 96 Projected At 8%Of Supervisor Fees Engineering/Inspections 4,928 8,000 7,500$500 Decrease From 2020/2021 Budget Preserve Maintenance 78,705 79,700 79,700 Fiscal Year 2020/2021 Expenditure Was$75,100 Management 35,280 36,084 36,588 CPI Adjustment Legal 8,736 15,500 15,500 FY 2020/2021 Expenditure Through Feb 2021 Was$5,818 Assessment Roll 5,000 5,000 5,000 As Per Contract Audit Fees 3,800 3,900 4,000 Accepted Amount Of 2020/2021 Audit Arbitrage Rebate Fee 650, 650 650 No Change From 2020/2021 Budget Insurance 5,251 5,900 5,900 Insurance Estimate Legal Advertisements 2,286 1,800 2,000$200 Increase From 2020/2021 Budget Miscellaneous 100 750 750 No Change From 2020/2021 Budget Postage 136 300 275$25 Decrease From 2020/2021 Budget Office Supplies _ 231 600, 575$25 Decrease From 2020/2021 Budget Dues&Subscriptions 175 175 175 No Change From 2020/2021 Budget Trustee Fee 7,740 7,800 7,800 No Change From 2020/2021 Budget Continuing Disdosure Fee 2,000 2,000 2,000 No Change From 2020/2021 Budget TOTAL EXPENDITURES 155,018 $ 169,455 $ 169,709 REVENUES LESS EXPENDITURES 861,884 $ 846,439 $ 846,135 I Bond Payments-Series 2015 (495,930) (486,750) (486,750)2022 Principal&Interest Payments Bond Payments-Series 2019 (293,772) (288,311) (288,311)2022 Principal&Interest Payments BALANCE 72,182 71,378 71,074 County Appraiser&Tax Collector Fee (21,521) (35,042) (35,040)Three And One Half Percent Of Total Assessment Roll Discounts For Early Payments (39,531) (41,136) (41,134)Four Percent Of Total Assessment Roll EXCESS!(SHORTFALL) $ 11,130 $ (4,800) $ (5,100) Carryover Funds From Prior Year 0 4,800, 5,100 Carryover Funds From Prior Year NET EXCESS/(SHORTFALL) $ 11,130 $ - $ - I I 4/25/2021 12:08 PM DETAILED PROPOSED DEBT SERVICE FUND (SERIES 2015) BUDGET WINDING CYPRESS COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2021/2022 OCTOBER 1,2021 -SEPTEMBER 30,2022 FISCAL YEAR FISCAL YEAR I FISCAL YEAR 2019/2020 2020/2021 2021/2022 REVENUES ACTUAL BUDGET BUDGET COMMENTS Interest Income 447 225 25 Projected Interest For 2021/2022 NAV Tax Collection 495,930 486,750 486,750,Maximum Debt Service Collection Total Revenues $ 496,377 $ 486,975 $ 486,775 EXPENDITURES Principal Payments 135,000 145,000 155,000 Principal Payment Due In 2022 Interest Payments 345,050 336,750 330,406 Interest Payments Due In 2022 Bond Redemption 0 5,225 1,369 Estimated Excess Debt Collections Total Expenditures $ 480,050 $ 488,975 $ 486,776 Excess/(Shortfall) $ 16,327 $ - $ - Series 2015 Bond Information Original Par Amount= $7,535,000 Annual Principal Payments Due= November 1st Interest Rate= 4.00%-5.00% Annual Interest Payments Due= May 1st&November 1st Issue Date= December 2015 Maturity Date= November 2045 Par Amount As Of 1 11/21= $6,835,000 I II 4rz52O21 12'.08 PM • DETAILED PROPOSED DEBT SERVICE (SERIES 2019) FUND BUDGET WINDING CYPRESS COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2021/2022 OCTOBER 1,2021 -SEPTEMBER 30,2022 FISCAL YEAR FISCAL YEAR FISCAL YEAR 2019/2020 2020/2021 2021/2022 REVENUES ACTUAL BUDGET BUDGET COMMENTS _ Interest Income 240 50 25 Projected Interest For 2021/2022 Debt Service Bond Proceeds 293,772 0 0 NAV Tax Collection 0 288,311 288,311 Maximum Debt Service Collection Total Revenues $ 294,012 $ 288,361 $ 288,336 EXPENDITURES Principal Payments 0 75,000, 80,000 Principal Payment Due In 2022 Interest Payments 251,643_ 210 3_44 207,527 Interest Payments Due In 2022 Bond Redemption 0 3,017, 809 Estimated Excess Debt Collections Total ExpertdIture , $ 26f,643 i 8 288,36f i $ 288,336 Excess!(Shortfall) $ 42,369 $ - $ - Series 2019 Bond Information Original Par Amount= $4,470,000 Annual Principal Payments Due= November 1st Interest Rate= 3.75%-5.00% Annual Interest Payments Due= May 1st&November 1st Issue Date= February 2019 Maturity Date= November 2049 Par Amount As Of 1/1/21= $4,395,000 4/25/2021 12:08 PM IV WINDING CYPRESS COMMUNITY DEVELOPMENT DISTRICT 1 1 1 1 ASSESSMENT COMPARISON Fiscal Year Fiscal Year Fiscal Year Fiscal Tier 2018/2019 2019/2020 2020/2021 2021/2022 Assessment' Assessment' Assessment' Projected Assessment 0&M For Phases 1 82 SF Villas $ 154.53 6 232.18 $ 232.13 $ 232.07 Debt For Phases 1&2 SF Villas $ 835.00 $ 849.00 $ 849.00 $ 449.00 Total For Phases 1&2 SF VNlms $ 999.53 S 1,0411.18 $ 1,001.13 6 1,081.07 0 8 M For Phases 1 8 2 SF 58 Units $ 164.53 S 232.18 $ 232.13 $ 232.07 Debt For Phases 1 8 2 SF 50'Units $ 939.00 1 954.00 $ 054.00 S 954.00 Total For Phases 1&2 OF 50'Units S 1,103.53 $ 1,186.18 S 1,186.13 $ 1,186.07 0&M For Phases 1 8 2 SF 85'Units S 164.53 8 232.18 $ 232.13 $ 232.07 De0t For Phases 1 e 2 SF 65'Unite 8 1,043.00 7 1,060.00 $ 1,080.00 8 1,040.00 Total For Phases 1 L 2 SF SS'Unita $ 1,207.53 $ 1,292.18 S 1,29L13 $ 1,29L07 0 8 M For Phase 3 SF 50'Units $ . $ 232.18 $ 232.13 S 232.07 Debt For Phase 3 SF 50'Units I �, $ 1,429.00 4 1,429.00 S 1,429.00 Total For Phase 3 SF 50'Units S - $ 1,441.10 $ 1,601.13 $ 1,661.07 0 8 M For Phase 3 SF 85'Units $ $ 232.18 $ 232.13 $ 232.07 Debt For Phase 3 SF 85'Units $ - $ 1,544_00 S 1,644,00 $ 1,544.00 Total For Phase 3 SF s8'Units $ - 8 1,776.18 $ 1,776.13 $ 1,770.07 •Assessments Include the Followlno• Note: 4%Discount for Early Payments Chenpee In Debt amassment 2%County Tan Collector Fee Retell From 10/19 to 19/20 Due To 1.5%County Property Appraiser Fee Fess Rate Adjustment in Updated MCOwdolope..Debt Rates Did Nat Inc....Property Appraiser Fees Were Included In 06M. Community Information; ',huge 182. phase 3' Not.: Phases 1&2: 554 Units Villas: 152 Units Visa: 0 Units Developer made Phase 3 Bond Prepayment phase 3: 212 Lints 50'Lots: 270 Units 60'Lots: 138 Units In Jenusry 2020 4x 1 let.l eren8d Total: 768 Units 65'Lou:a 132 Units 65'Lots: 76 Units (1 65'Lot Repheed min 1 50'Lot) Total: 554 Units Total: 212 Units • 5/5/2021 10:34 AM v