FBBE 2015-16 Fiscal Year Budget

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ADMINISTRATIVE BOARD OF THE SUPREME COURT OF FLORIDA
TIPPIN-MOORE BUILDING
1891 EIDER COURT
TALLAHASSEE, FL 32399-1750
DARYL M. MANNING
CHAIR
GREGORY A. HEARING
VICE CHAIR
(850) 487-1292
MEMBERS
NANCY MCCLAIN ALFONSO
SCOTT L. BAENA
DONNA E. BLANTON
MARK R. FRIED
DAVID C. LYLES
MILES A. MCGRANE Ill
BARBARA J. PITTMAN
KENNETH D. PRATT
SCOTT N. RICHARDSON
JANET M. SERMON
VICTORIA VILCHEZ
ELIZABETH J. WALTERS
PETER L. WECHSLER
MICHELE A. GAVAGNI
EXECUTIVE DIRECTOR
ROBERT G. BLYTHE
ERAL COUNSEL
TARA L. NEWMAN
DIRECTOR OF ADMINISTRATION
June 10, 2015
The Honorable R. Fred Lewis

Justice
The Supreme Court of Florida
500 South Duval Street
Tallahassee, FL 32399-1925
Dear Justice Lewis:

Enclosed for review and approval by the Supreme Court are nine copies of the Board's
proposed budget for the fiscal year beginning October 1, 2015. The Board approved the budget
on June 5, 2015 during the annual policy session.
Revised budget estimates for the current fiscal year 2014-15 plan for income to exceed
expenses by $281 K including capital expenditures totaling $179K.
For fiscal year 2015-16, income is expected to exceed expenses by $30K including capital
expenditures planned at $72K.
I believe the Summary of Recommended Budget at Tab 1 is an accurate and concise
description of the budget.
The chair of the board, Lt. Colonel Manning and/or I would be pleased to respond in writing or
in person to any questions that you and the other members of the Court may have regarding the
budget.
Most respectfully yours,
--
-~--
Michele A. Gavagni
Executive Director
June 10, 2015

Page 2
MAG: jms
Enclosures: 2015-16 Proposed Budget (9 copies)
Copies:
COMMITTEE ON BUDGET AND EXPENSES

The Honorable Mark R. Fried, Chair
The Honorable Gregory A. Hearing, Member
The Honorable Daryl M. Manning, Member
The Honorable Victoria Vilchez, Member
The Honorable Elizabeth J. Walters, Member
FLORIDA BOARD OF BAR EXAMINERS

1891 EIDER COURT
TALLAHASSEE, FLORIDA 32399-1750
2015-16 FISCAL YEAR BUDGET
COMMITTEE OF BUDGET AND EXPENSES

The Honorable Mark R. Fried, Chair
The Honorable Gregory A. Hearing, Member
The Honorable Daryl M. Manning, Member
The Honorable Victoria Vilchez, Member
The Honorable Elizabeth J. Walters, Member
The Supreme Court of Florida
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TABLE OF CONTENTS
HISTORICAL DATA & SUPPORTING NARRATIVE
SUMMARY OF RECOMMENDED BUDGET
Budget Planning
Cash Estimates
Salaries and Staffing
Benefits
Workload
Cost Per Applicant
Technology Update
Budget Highlights
TAB1
1
1
2
SCHEDULES
Recapitulation
Schedule of Estimated Income/Expenses/Capital Expenditures
Schedule of Operating Funds
Schedule of Salaries
TAB2
3
3
-4
4
5
1
2
3
4
HISTORICAL DATA & NARRATIVE
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ESTIMATED REVENUE
Account Numbers
40110 - Early Registrants, Rule 2-26.1(a)
40210 - Certified Legal Intern, Rule 11-1.3 (a)
40300 - Registrants, Rule 2-26.1
40710 - Converters, Rule 2-26.
40810 - Non-Registered Applicants, Rule 2-26
40910 - Practicing Attorneys, Rule 2-26.4 (a-d
41110 - Disbarred Attorney Fee, Rule 2-27
41310 - Re-examination Fees, Rule 4-48
41510- Postponement Fees, Rules 4-47.1and4-47.2
41710 - Petitions, Rules 3-30 & 2-30.1
42310 - Copies of Documents, Rules 1-63.5 and 1-63.6
42710 - Preparation of Certificates, Rule 5-13.2
42910 - Copies of Answers to Essay Questions, Rule 4-16.2
43110 - Laptop Accommodations Fees, Rule 4-45
43310 - Rehabilitation Application Fee, Rule 2-28
43510 - Late Filing Fees, Rules 4-43.1-4
43710 - Defective Application Fee, Rule 3-14.3
43910 - Returned Check Fee
44110 - Stale File Fee, Rule 2-29
44310 - Hearing Fees, Rules 3-22.1 & 3-23.3
TAB3
1
2
2
3
3
4
5
5
6
6
7
7
8
8
9
9
10
10
10
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44330
44710
44910
44920
Postponement of Hearing, Rules 3-22.3 & 3.23.5

Impounds, Rule 4-62.2
Earned Interest
Other Income, Misc. Categories
GENERAL EXPENSES
Account Numbers
60000 - Salaries, Benefits & Taxes
61000 - Training & Education
63000 - Professional Fees & Consultants
65000 - Communications
67000 - Printing & Reproduction
69000 - Repairs & Maintenance
71000 - Travel & Subsistence
75100 - Interest Expense
77000 - Office Furniture & Equipment
78000 - Other Contractual Services
79000 - Memorials & Awards
80000 - Office Materials & Supplies
81000 - Insurance Expense
82000 - Rental Expense
83000 - Building & Grounds
84000 - Books, Pamphlets, Periodicals & Dues
85000 - Miscellaneous & Contingency
24300 - Non Expense Reserve Fund - Accrued Annual' Leave
24310 .., Non Expense Reserve Fund - Accrued Sick Leave
11
12
12
13
TAB4
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4
4
18
20
24
26
27
27
29
33
33
34
36
38
44
44
45
45
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SUMMARY OF RECOMMENDED BUDGET AND BUDGET HIGHLIGHTS
BUDGET PLANNING.
The board has prepared the budget looking at the first six months of the current fiscal year,
adjusting the current budget as necessary, and budgeting the following year in a very
conservative fashion, anticipating the worst-case scenario in both income and expenses.
CASH ESTIMATES
A rules change requesting a fee increase was sent to the court in December 2009. The court
approved the rules change and fee increase effective July 1, 2010, 3 months earlier than the
anticipated approval date of October 1, 2010. It is anticipated this fee increase will last at
least 5 years. Income was anticipated to exceed expenses in years 1-3 and expenses were
estimated to exceed income in years 4 and 5 of the 5-year cycle, with the deficit covered by
invested surplus funds. We are now in year 6 of the July 1, 2010 fee increase. It is anticipated
the board will continue to operate with a positive cash flow for the fiscal year 2015-16. There
is no need at this time to seek a fee increase.
The fee increase prior to July 1, 2010, went into effect in April 1996 and sustained the
operations of the Board for 14 years, 9 years past the anticipated 5-year cycle.
For fiscal year 2014-15, net income was planned at $321 K including capital expenditures at
$173K. Revised income for current fiscal year is estimated to be $281K including capital
expenditures totaling $179K. This is $40K lower than planned.
Net income for 2015-16 year is estimated to be $30K including capital expenditures planned at
$72K. Please see budget highlight section for details.
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The chart below shows an 8:-year history of actual income and expenses. 2014-15 and 201516 are estimated figures. Tab 2 (page 7) contains line item estimates on both the income
schedule and the disbursement schedule. Tab 3 (income) and Tab 4 (disbursements) contain
detailed explanations to support each account estimate.
Income
2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15* 2015-16*
5,193K 4,890K 5,086K 5,214K 6,023K
6,121K
5,997K 6,333K 6,411K 6,365K
+1.1% -5.8%
+4.0%
+2.5% +15.5%
+1.6%
-2.0%
+5.6% +1.2%
-.72%
Expense
2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15* 2015-16*
4,364K 4,708K 4,955K
4,957K 5,109K 5,221K
5,064K 5,598K 5,951K 6,262K
+4.8% +7.8%
+5.2% +.04% +3.0% +2.2%
-3.0%
+10.5% +6.3% +4.5%
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SALARIES AND STAFFING
Revised salaries and benefits for 2014-15 are anticipated to increase by $101K or 3.07% for this fiscal
year. This is due to the addition of 3 new staff positions and the restructure of tasks between
the Analysis Department and Research Processing Department. The restructure of the
workload resulted in increased salaries for the Research Processing Department.
Salaries for 2015-16 continue to be in accordance with the 2013 Compensation Analysis report
from Evergreen Solutions, LLC, as it was previously approved with the 2013-14 budget.
During the process of the compensation study, Evergreen reviewed the process for
performance evaluations, which are given at least annually, and the method to link
performance pay increases to the evaluation. When this type of increase was recommended
by the board and approved by the court in the past, there was an objective criteria that
employees had to meet on the performance evaluation to earn some or all of the allocated
increase.
The budget committee has reviewed and approved this method to evaluate employees'
performance and link performance increases to a horizontal growth pay system, which will
allow employees to progress through the pay ranges for individual classifications. By providing
career growth plan, it is expected to allow the board to retain qualified employees.
Salaries and benefits for 2015-16 are anticipated to be $161Kor4.76% higher than revised
salaries and benefits for 2014-15.
A 2% merit increase is proposed for fiscal year 2015-16. The increase will be directly lihked to
the employee's annual performance evaluation. For those employees who meet the objective
criteria on their performance evaluation, they will earn some or all of the allocated increase.
An additional increase was proposed by the budget committee for certain key positions based
on performance, recognizing the importance of el)lployee retention.
Full-time equivalent personnel positions are at 49.5 for the current fiscal year and planned at
49.5 for next fiscal year.
The budget proposal does not include funding intern positions for the 2015-16 budget. Due to
increasing permanent staff positions it has been determined that filling the intern positions are
not necessary at this time. In further support of the proposed salary plan, the following ratios
have been developed combining totat salaries, retirement contributions, social security
expense, accident/life/disability insurance, state health insurance and employment costs
together and comparing them to total disbursements for the fiscal year indicated.
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Please see "Salaries" in Tab 2 for further detail.
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Year
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2006-07
2007-08
2008-09
2009-10
2010-11
2011-12
2012-13
2013-14
*2014-15
*2015-16
Salary as a %of
Budget
60.1
58.7
59.3 59.7
60.0
58.3
58.6
57.7
56.9
56.6
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BENEFITS
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The .board is a member of the Florida Retirement System; therefore, effective July 1, 2011,
staff is required to contribute 3% of their gross salary to the Florida Retirement System.
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Effective July 1, 2014, the employer contribution rate for regular employee increased from
6.95% to 7.37% and DROP employees decreased from 12.84% to 12.28%. There is 1
employee currently participating in DROP. Currently, the employer contribution rate for
7/1/2015 is not known at this time; however 1.5% increase was added to the budget to cover
any increase approved by the legislature.
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The board participates in the State of Florida health insurance plan. EmployE?r paid premiums
increased approximately 1.00% on January 1, 2015. No rate increase for 2015-16 is known at
this time; however, 1.5% was added to the budget to cover any increase approved by the
legislature.
WORKLOAD
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While the number of Supplemental Reports being sent to the board has remained steady the
past 3 years, there has been a 45% increase during the first 6 months of this fiscal year as
compared to the first 6 months of 2013-2014. The number of C&F/SRC reports being mailed
to the board increased 12% in 2013-2014 as compared to 2012-2013. The 6-month review
indicates a 11 % decrease this fiscal year as compared to last fiscal year. The reason for this,
in part, is the board recently expanded its policy that allows staff to clear more C&F matters
without having to send a report to the board. The days to completion increased 11 days last
fiscal year compared to the previous year. Part of the reason for the increase jn days is 25%
more investigative hearings and 59% more formal hearings in 2013-2014 as compared to
2012-2013. It is important to note that the days to completion are typically higher during the
first six months, but then decrease during the last six months due a larger number of filers in
April, May, and June.
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CHART COMPARING WORKLOAD FOR 2007-2014

6 Months (March)
12 Months
Category
09-10 10-11 11-12 12-13 13-14 13-14 .14-15 Change
3996 3,767 1,731 1,638
Applications Received
3742 3820 3985
-5.37%
Student Registrations Received
1554 1476 1301
1511 1,436 1,340 1,189 -12.40%
C&F/SRC Memos Done
1,731 1,442 1,390 1,484 1,449
742
555 -25.20%
813
925
C&F/SRC Reports Sent
871
773
863
452
404 -10.62%
Supplemental Reports Sent
94
104
106
102
102
61 45.23%
42
502
Investigative Hearings
431
363
329
413
188
192
2.13%
Specifications Ruled
82
76
55
48
27 -27.03%
71
37
Formal Hearings
53
53
41
44
15
70
16
-6.25%
12
.
Denied Admission
35
42
28
31
24
11
9.09%
. 0.9% 1.0% 0.7%
0.8% 0.5% 0.3%
Percent of Apps Denied
0.4% 33.33%
Conditional Admissions
54
61
60
36
36
21
25 19.05%
Average Days to Completion
168
155
140
152
163
184
169
8.88%
Completed Investigations
3466 3888 3822
3691 3,600 1,414 1,414
0.00%
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COST PER APPLICANT
The following figures show a history of the Board's expenditures on a per-ap>plicant basis. The
cost figures include salaries and all other disbursements.
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COST/APPLICANT (Converter, Non-Registered Applicant & Practicing Attorney)

Based on Yearly Total of All Expenditures
YEAR
ACTUAL COST
2006-07
2007-08
2008-09
2009-10
2010-11
2011-12
2012-13
2013-14
*2014-15
*2015-16
1,197
1,355
1,446
1,342
1,336
1,311
1,267
1;485
1,543
1,658
DE FLATED
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654
672
632
613
583
604
991
964
1,105
TECHNOLOGY UPDATE
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Customized Programming
The board's technology staff is continuing in the process of making additional database
enhancements to the customized correspondence program (iSeries/Greenscreen) and the
Lotus Not-es software environment.' Staff is continuing to expand the scope of the type of
documents to be scanned for electronic association with applicant files. Presently, the
fingerprint result data, the Authorization and Release form, and form letter responses are
electronically associated with applicant files within Notes. Within the next fiscal year, it is
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consumer Price Index (1982-84 =100)
anticipated that educational transcripts, credit reports, and driving histories will be
electronically associated with applicant files.
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Staff is developing an online applicant portal to communicate with applica.nts. The plan is to
create a user-friendly portal where communication both to and from the applicant can be
transmitted electronically. The creation of an online portal will allow the board to process
applications in a more effective and efficient manner. Prior to the creation of the portal, staff
has upgraded the board's webserver and revamped the board's website. Stage one of the
portal development will include the electronic submission of bar application, amendments,
correspondence, and supporting documents by applicants, and electronic correspondence
between the board and applicants. This phase of development is planned to be complete by
December 2015.
New Server
The board purchased a new iSeries server in 2014-15. The new server was installed in
October 2014 and includes infrastructure that will allow adding additional memory and
activating additional processing cores if the workload demands it in the future. Staff
anticipates the lifespan of .the new server will be a minimum of six years.
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Plans for the Future
Phase two of portal development includes electronic correspondence with outside sources,
including form letter responses. Staff will begin development of this stage of the project by
Spring 2016.
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Staff plans to develop a secure Lotus Notes database in which all bar examination essay and
multiple choice questions will be stored. This will provide a secure backup of the questions on
the server, and will also allow for better organization and categorization of questions.
BUDGET HIGHLIGHTS
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Consultant for Practices and Work Flow Reserve
A reserve fund in the amount of $100K has been established to cover the cost a consultant to
review the board's practices and work flow.
Capital Expenditures 2014-15
For the remainder of this fiscal year, plan on the purchase of 3 work stations and a postage
machine for a total of $17,622.
The purchase of a new postage machine was originally planned in the 2014-15 budget
in the amount of $11,551. The Hasler IM6000 is anticipated to be installed and fully
utilized in June 2015.
The purchase of 3 workstations in the amount of $6,071, for the additional staff the
board approved in April 2015.
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Capital Expenditures 2015-16
For 2015-16 plan on spending $71,916 on capital expenditures. Capital expenditures greater
than $10K are detailed below. See account 77000 for all Capital expenditures.
Plan $24,550 for a one-time software license purchase for digital access to applicant credit
report data, which would allow the data to be imported directly into a Notes database, allowing
the credit report to be electronically attached to applicant files. The annual licensing costs
after the initial purchase would approximately $3, 000 beginning in 2016-17.
Plan $12,865 for surveillance camera/video equipment to be installed. The plan is for a total of
7 'cameras to be installed, 2 inside the building and 5 outside the building. The 2 inside
cameras would be located in the lobby and the secure room. The 5 outside cameras would be
located at the east entrance door, the west entrance door, the main entrance door and 2 to
cover the back of the building. This will provide additional monitoring and security for the office
and staff.
Plan $18,400 for 2 A/C condenser units. Due to the age of the equipment, and the Florida
code regulating the replacement of A/C units, anticipate 2 units being replaced per year as
needed.
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Professional Fees
This account is planned to increase over the current fiscal year by $124K. This is primarily due
to the increase in attorney fees with regard to the federal investigation by $1 OOK.
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BUDGET INCOME
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Investment Income
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The board adopted a new Investment Policy Statement and investment strategy with SunTrust
Foundations and Endowments Specialty Practice, effective July 20.13. The Investment Policy
Statement provides for a diversified structure and asset allocation to the board's investment
portfolio which will produce a rate of return that may help delay the need for future fee
increases for the applicants beyond the 5-year cycle anticipated with the last fee increase,
which went into effect in July 2010. Anticipate investment income based on a conservative
average portfolio rate of 3.0% for next year.
The portfolio is divided into two accounts, a short term account that makes up approximately
10% of the total portfolio and a long term account that makes up the remaining 90% of the
portfolio.
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The short term account is funded with investments that can quickly be liquidated to fund the
reserve accounts established by the board in the event of a disaster or emergency. These
investments have short term maturity dates and on average they produce less than 1% annual
percentage yield.
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The long term account is established to cover future expenditures when expenses are greater
than income while pending a fee increase with the court. These investments have longer
maturity dates with slightly higher rate of return than the short term account producing on
average 2% to 3% annual percentage yield.
Anticipate the investment income based on a conservative weighted average portfolio rate of
2.8% for next year.
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RECAPITULATION FISCAL YEARS 2014-15 AND 2015-16
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Non-Cash
Items
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Less non-cash items

Net Capital Assets
Prepaid Expenses
Accrued Interest
(756,797)
(103,743)
(15,884)
13,033,458
TOTAL CASH ASSETS, October 1, 2014

Plus Estimated Receipts, 2014-15 Budget Period
Less Estimated Expenditures, 2014-15 Budget Period
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2015-16
13,909,882
TOTAL ASSETS (9/30/14 Per Audit)
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2014-15
6,411,005
(5,951,060)
13,493,403
TOTAL ESTIMATED CASH ASSETS, September 30, 2015
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LESS RESTRICTED RESERVES

Accrued Annual Leave Liability
Accrued Sick Leave Liability
Litigation Reserve
Depreciated Equipment Reserve .
Equipment Disaster Contingency Reserve
Examination Contingency Reserve
Building/Grounds Maintenance Reserve
Conference Reserve
Total
201,839
121,835
350,000
50,000
550,000
300,000
100,000
50,000
13,213
1,736,887
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TOTAL ESTIMATED CASH ASSETS LESS RESTRICTED RESERVES 2014-15
11,756,516
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TOTAL ESTIMATED CASH ASSETS, Available Oct. 1, 2015
13,493,403
Plus Estimated Receipts, 2015-16 Budget Period

Plus Estimated Expenditures, 2015-16 Budget Period-
6,364,055
(6,261,948)
TOTAL ESTIMATED CASH ASSETS, Available September 30, 2016
13,595,510
LESS RESTRICTED RESERVES
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Litigation Reserve
Depreciated Equipment Reserve
Examination Contingency Reserve
Conference
.
. Reserve
Total
TOTAL ESTIMATED CASH ASSETS LESS RESTRICTED RESERVES 2014-15
*These numbers will change after the 2014-15 audit.
201,839 *
121,835 *
350,000
50,000
550,000
300,000
100,000
50,000
13,213
1,736,887
11,858,623
Income and Expense Summary

2014-15 and 2015-16
Account
Number
Account Name
40110
40210
40300
40710
40810
40910
41110
41310
41510
41720
42310
42320
42710
42910
43110
43310
43510
43710
43910
44110
44310
44330
44710
44910
44920
Early Registrants
CLI
Registrants
Converters
Non-Reg. Applicants
Practicing Attorneys
Disbarred Attorneys
Re Exam Fee
Postponement Fee
Petition Fee
Copies of Documents
Copies ofForm 1
Prep. of Certificates
Essay Answers
Lap Top Fees
Rehabilitation Fee
Late Filing
Defective App. Fee
Returned Check Fee
Stale File Fee
Hearing Fee
Postpone Hearing Fee
Impound Fee
Interest Income
Miscell~neous Income
Total
2014-15
2013-2014
03/3112015
Approved
.
Actual Ending
d tR .
Actual Receipts
Receipts
8 u ge ece1pts
167,835
5,275
157,150
851,075
1,866,257
1,034,204
6,000
717,300
39,725
3,600
12,537
22,975
5,325
4,650
530,235
22,000
342,200
4,360
1,860
49,315
132,900
6,533
100
349,746
0
6,333,157
2014-15
Revised
Estimate of
Receipts
2015-16
Proposed
Estimate of
Receipts
162,200
8,025
136,800
900,000
1,910,000
989,000
12,000
684,900
40,600
4,605
9,000
19,000
5,600
4,150
533,750
30,800
334,000
2,250
2,100
39,375
114,750
6,650
200
390,000
100
142,140
2,700
69,800
439,175
696,125
525,850
0
473,800
19,900
1,365
6,528
13,050
1,300
2,650
286,000
13,200
153,275
3,000
1,035
13,975
46,799
5,250
100
326,295
0
152,650
6,525
136,400
933,000
1,843,000
1,025,000
12,000
760,950
40,600
3,030
1.3,000
22,000
3,750
4,750
547,250
26,400
341,825
4,500
2,100
39,375
106,750
7,850
200
378,000
100
149,500
6,525
136,400
897,000
1,821,000
1,025,000
12,000
760,950
40,600
3,030
13,000
7,000
3,750
4,750
550,000
26,400
341,825
4,500
2,100
39,375
119,200
6,339,855
3,243,312
6,411,005
6,364,055
2013-2014
2014-15
Actual Ending
Approved
Expenses
Budget Expenses
03/31/2015
Actual
Expenses
2014-15
Revised
Estimate of
Expenses
7,~50
200
392,000
100
2015-16
Proposed
Estimate of
Expenses
Account
Number
Account Name
60000
61000
63000
65000
67000
69000
71000
75100
77000
78000
79000
80000
81000
82000
83000
84000
85000
Salaries, Benefits & Taxes

Training & Education
Professional Fees
Communications
Printing & Reproduction
Repairs & Maintenance
Tr!lvel & Subsistence
Interest Expense
Office Furniture & Equip.
Other Contractual Services
Memorials & Awards
Office Materials & Supplies
Insurance
Rental Expense
Building & Grounds
Books, Pamplets, Periodicals
Miscellaneous & Contingency
3,234,147
10,797
751,225
172,474
83,101
55,387
370,327
0
7,350
317,366
4,449
40,577
30,444
364,413
120,354
' 2,491
32,613.
3,287,520
20,560
817,630
178,443
94,276
12,932
422,941
0
23,337
334,432
9,300
40,000
38,834
399,893
129,471
4,000
32,500
1,574,405
6,178
204,446
79,585
58,552
6,299
138,919
0
4,804
102,200
966
22,679
30,444
139,609
54,697
460
14,950
3,388,740
19,638
832,793
177,527
87,455
12,306
422,941
0
32,434
343,234
9,300
40,000
40,705
395,921
106,566
4,000
37,500
3,550,098
21,875
941,309
155,980
85,367
9,346
435,882
0
20,420
388,737
8,800
40,000
44,627
402,467
112,540
4,000
40,500
Total
5,597,515
5,846,069
2,439,192
5,951,060
6,261,948
735,641
493,786
804,120
459,945
102,107
2014-15
03/31/2015
Approved
Actual Capital
Capital
Expenditures
143,429
143,657
29,536
17,985
0
0
172,965
161,642
2014-15
Revised
Capital
143,657
35,607
0
179,264
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Net Income
24215
15110
14000
Computer NIP
Equipment purchases
Prepaid Maint
Total
Total CE and Expenses
Net Income including CE
2013-14
Actual Capital
Expenditures
0
29,048
0
29,048
5,626,563
764,689
2015-16
Proposed
Capital
0
71,916
0
71,916
6,019,034
2,582,849
6,130,324
6,333,864
320,821
642,478
280,681
30,191
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FLORIDA BOARD OF BAR EXAMINERS

SCHEDULE 1
OPERATING AND RESERVE FUNDS (Restricted and Unrestricted}
March 31, 2015
Financial Institution
Total by Account
SunTrust Bank
Checking - Operating Fund
871,582.25
SunTrust Reserve Fund
1,356,018.08
SunTrust Long Term Fund
11,321,274.65
Total Operating Funds and Investments
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Balance 03/31/2015
13,548,874.98
RESERVE/RESTRICTED FUNDS:
Litigation Reserve
Depreciated Equipment Reserve
Exam Disaster Contingency Reserve
Conference Reserve
Total Restricted Funds:
Unrestricted Funds:
201,839
121,835
350,000
50,000
550,000
300,000
100,000
50,000
13,213
1,736,887
11,811,988
Total
13,548,875
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Allocation:
Operating Fund
Reserve Fund
Long Term Fund
Certificates of Deposit
Money Market Account
Savings Accounts
Checking Accounts
6.43%
10.01%
83.56%
0.00%
0.00%
0.00%
0.00%
100.00%
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EMPLOYEE NAME
DATE
HIRED
POSITION
ESTIMATED ADJUSTED
SALARY
ESTIMATED
EXPENSE
EXPENSE
2014-15
2014-15
CURRENT
SALARY
09/30/2015
PROPOSED
MERIT
2015-16 at
2%
PROPOSED
SALARY
WITH
MERIT
2015-16
PROPOSED
PROMOTION
TITLE 2015-16
PROPOSED
PROPOSED
ESTIMATED
PROMOTION PROPOSED PROPOSED
PROMOTION
SALARY
INCREASE PROMOTION
SALARY
SALARY
EXPENSE
AMOUNT
DATE 2015-16
2015-16
2015-16
2015-16
2015-16
EXECUTIVE DIRECTOR
Michele Gavaonl
07/17189
Executive Director
SUBTOTAL#1
OFFICE OF THE GENERAL COUNSEL
Robert G. Blvthe
Tracv Foraue
07/01/94
09/04/12
General Counsel
Assistant General COunsel
Andrew McElroY. Ill
01/09/13
Assistant General Counsel
SUBTOTAL#2
134 845
134 845
134 845
134 845
134,845
134 845
134,845
134,845
134,845
134,845
134,845
134,845
134 845
85696
134845
85,696
134 845
85696
0
1714
134 845
87410
134845
87410
84048
134845
87,410
84048
306,303
306,303
82400
82400
82400
1648
84,048
0
0
0
302,941
302,941
302,941
3,362
306,303
FINANCE DEPARTMENT
Janey M. Stuart
10/03/02
Director of Finance & HR
SUBTOTAL#3
.j:>.
75973
75,973
75973
1519
77492
77492
77492
75,973
75,973
75,973
1,519
77,492
77,492
77,492
66920
46,974
40508
43075
66920
46974
ADMINISTRATIVE DEPARTMENT
Tara Newman
04/22/02
Director of Administration
65608
65,608
65608
Tammy M. Fraser
01127/86
Administrative Supervisor
45,023
46053
Beth Thomason
Beth Russ
06/19/89
01/12/04
Senior Administrative Assistant

Formal Hearino Liaison
39714
42230
46053
39714
42230
1312
921
794
845
66 920
46974
40508
43075
88580
1772
90352
26571
27,102
27102
80029
39714
Stephen Pridemore
04/16112
Lotus Notes Developer
88580
42230
88580
Lisa Knioht
Jane Starl<ev
Julie Hannon <Part-time 30 hours Per wee kl
01/23/13
Administrative Assistant
AdministraUve Assistant
Senior IT Analvst
26,571
26,571
79016
26571
26571
78460
26571
78460
531
531
1569
413,313
413,787
413,787
8,276
61433
43060
41952
37739
35079
34835
61433
45213
44050
39620
36844
36158
61433
48227
46986
42261
39300
11/20/13
11/01/90
SUBTOTAL#4
0
0
0
0
90352
40,508
43075
90352
27102
0
0
27102
27102
80,029
27102
80 029
422,063
422,063
422,063
3685
965
940
65118
49192
47926
65,118
49192
47926
65118
49192
47926
43106
40086
39802
43106
40086
43106
39022
845
786
780
0
0
0
0
0
0
39802
40086
39802
RESEARCH PROCESSING DEPARTMENT

Brian Rains
Audrey Fish
Nell McPherson
Jamie Jacobsen
06/11/90
09/07/90
04/29/96
02128/02
10/01/04
10/04/10
Svlvia R. Hollan
Frances Moniz
Director of Examinations
Exam Supervisor
Research Processlna Suoervlsor
Senior Research Processor

Research Processor
Research Processor
Lawrence Phillips
05/23/11
Research Processor
31939
32565
34736
695
35431
35431
35431
Maroaret Butter
04129/13
Research Processor
30,456
31669
33780
676
34456
34456
34,456
BittanvHair
09/10/12
Research Processor
30456
31058
33,128
663
33,791
33791
33791
Marv Beth Rudd
11/19/12
06/01115
Research Processor
30456
31,996
34129
683
34,812
0
0
34812
34812
Research Processor
0
11200
10112
607
30337
0
30,944
0
388,605
400,716
443,339
11,323
454,662
423,718
423,718
CP Suoervlor/Flscal Asst
41952
40730
40730
Senior Central Processor

Senior Central Processor
31686
31686
31686
31686
31686
31686
815
634
634
41545
32320
32320
0
0
0
41545
32320
32320
41545
32320
32320
To Be Hired
Interns C2l Full time temoorarv
Research Processor Intern
SUBTOTAL#5
Central Processing
Shanna D'Attile
Lou Walker
07/01/11
02/13/95
11120/06
Christine Sadler
05/01/13
Central Processor
26510
26122
27951
559
28510
28 510
28510
Christooher Sheats
10/01114
Central Processor
24566
24566
491
25057
25057
25057
Calise Blackman ltermlnatedl
08127/13
Central Processor
Reaaie Barnes
SUBTOTAL#6
'
25306
157,140
154,790
156,619
3,132
159,751
159,751
159,751
,,
.,_
-,
-,
-,
~~
'----
EMPLOYEE NAME
ANALYST DEPARTMENT
Mark Huntsbemer
Melissa Benn
Catherine Montoeiller
POSITION
ESTIMATED ADJUSTED
SALARY
ESTIMATED
EXPENSE
EXPENSE
2014-15
2014-15
CURRENT
SALARY
0913012015
Director Of lnvesUaatlons
lnvestiaations Suoervlsor
lnvestlaations Suoervlsor
Senior lnvestiaator
70532
55 096
52879
51314
70532
55096
52879
51314
70532
55096
52879
51314
lnvestiaations Supervisor
Senior lnvestioator
lnvestioator
52879
50,284
52879
51316
52879
51316
Anoela Bvrd
David Herrinaton
08116101
12110/01
05/01/04
11115107
Senior lnvestlaator
47158
48434
46698
48434
46,698
48,434
Horace Smith
05/04/08
Senior Analvst
42,000
42000
Renee Dodson
12116/08
02/05/09
lnvestiaator
lnvesttaator
45510
lnvesUaator
Wiiiiam Slaooev
Jessica Henlev
09116/07
01104110
10/06/08
45510
45510
45510
43411
Tasha Grondzik
Edward Guanche
Olivia Windham
Paul Stoic
Andrae Washinaton
45,510
45510
r----~--,
'-------'
07114103
11/16/98
10/01/07
02103/99
Adrienne Wilson
U'I
DATE
HIRED
'~
'------'
PROPOSED
MERIT
2015-16 at
2%
1411
1102
1,058
1 026
1 058
PROPOSED
SALARY
WITH
MERIT
2015-16
....____,
PROPOSED
PROMOTION
TITLE 2015-16
c------,
;-- --,
71943
56198
53937
52,340
0
0
0
0
71943
56198
53937
52340
934
969
53937
52342
47632
49403
53937
52342
47,632
49403
42000
840
42840
45510
45,510
45510
910
910
910
868
46420
46,420
Senior lnvesUaator
47788
0
2276
0
46420
Senior lnvestioator
47788
2276
44,279
42840
Senior lnvestioator
45582
1303
1026
0
0
0
43035
42000
10/04110
42000
42000
43411
42000
42874
44097
Rebecca Cross
09120110
Senior Analvst
43035
43,411
43,411
868
44279
Linda Leonard
10112112
lnvestlaator
35349
35349
35349
707
36056
Jason Ravmond
Annalee Drake
To Be Hired
04109112
Analvst
Analvst
35349
0
0
35349
33 865
11288
35349
33865
33865
707
To Be Hired
Michael Fana Ctermlnatedl
Interns f41 Full Ume temoorarv
06/01115
09113/10
0
42,000
22400
11288
0
0
33865
0
0
677
677
677
36056
34542
34542
34542
0
0
0
0
0
0
SUBTOTAL#7
912,271
906,513
952,890
19,058
971,948
SUBTOTAL#B
2,385,087
2,389,565
2,480,394
46,670
2,527,064
20,000
35,000
1 000
1 000
36,000
Overtime
Excess Annual Leave
SUBTOTAL#9
SUB TOTAL #10
Retirement Contributions
Matchlno Social Securilv
State Health Insurance
Accident Life and Dlsabilltv Ins.
Emplovment Costs
TOTAL FULL TIME SALARIES
Analvst
Analvst
Analvst
Analvst Interns
840
882
42840
45,582
1303
52342
47632
49,403
101112015
10/112015
45582
45582
42840
44979
42 840
44979
45582
44279
101112015
36 056
36,056
37116
34 542
34,542
34542
36056
34542
34542
34542
0
0
0
0
8,925
978,345
975,982
8,925
2,502,518
2,500,155
0
37108
71,943
56198
53937
52340
53937
42840
47786
46420
47786
44979
Senior Analvst
__ _._;
47786
46420
47786
10/112015
0
Senior lnvestlaator
..___
PROPOSED
PROPOSED
ESTIMATED
PROMOTION PROPOSED PROPOSED
PROMOTION
SALARY
INCREASE PROMOTION
SALARY
SALARY
EXPENSE
2015-16
AMOUNT
DATE 2015-16
2015-16
2015-16
2015-16
lnvesliaator
Senior Analvst
Senior Analyst
09116/14
06/01/15
,.---------,
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1767
101112015
20 000
1 000
2,425,565
21,000
2,521,155
176,912
180 927
190 984
184,066
185556
192 869
496 018
571692
619 840
18,437
19000
6,000
6000
19250
6000
3,287,520
3,388,740
3,550,098
21,000
2,406,087
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budget approved by the court.
ACCT. #40110-EARLY REGISTRANTS RULE 2-26.l(a)
Law students who intend to apply for admission to The Florida Bar
are enc9uraged to register with the Board by filing a Registrant Bar
Application. Members of the Board and the staff routinely take every
opportunity to encourage law school students to register early to
receive discounted fees.
Beginning May 1, 2008, the discounted fee schedule changed to a set
calendar date rather than a date calculated on each school's start date.
Students starting in August/September register by January 15th for
$75 and by March 15th for $300. On July 1, 2010, the fees increased
to $100 and $350, respectively.
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Similar deadlines are in rule 2-23.l for students beginning law school
spring or summer semester.
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$100 category during the last 6 months of the year; estimate 90 more
for this year.
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2015-16
ESTIMATED REVENUE
A strong upward trend in student registrations was encountered from

2007-08 to 2009-10 due to the rule change that went into effect in
May 2008, for CLI participation and Florida's new Law School Ave
Maria, which opened in Florida in August 2009. Florida's most
recent law school, a branch campus of Michigan's Thomas Cooley
Law School opened in May 2012.
This account is anticipated to slightly decrease in 2014-15 and 201516 based on a decrease in JD enrollments. See account 40810 for JD
enrollment chart.
History
Year
11-12
12-13
13-14
*14-15
*15-16
$100
Total 6Month
1,214
1,172
1,398
1,308
1,339
1,249
1,187
1,097
1,180
$350
Total
87
114
97
97
6Month
85
105
90
93
90
'2014-15 decrease from 162,200 based on 6 month level

2015-16 estimate
152,650
149,500
2014-15
2015-16
ACCT. #40210-CERTIFIED LEGAL INTERN RULE 11-1.3 (a)

..
Beginning August 2008, law students who intend to be certified legal
interns must register as a certified legal intern registrant (if they do
not register as a student registrant) and must pay the registration fee.
If the student registers within the first 250 days of entering law
school, the fee is $75 or $150 ifthe registration is filed after the 250day deadline.
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Now into the eighth year of the CLI rule, the number of students
registering as a CLI has leveled off, as those who register early
generally elect to file a student registration.
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History $75 Fee

$150 Fee
Total 6Month Total 6 Month
Year
11-12
12
11
47
26
12-13
8
14
63
23
13-14
28
15
32
15
*14-15
17
7
35
22
*15-16
17
35
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2014-15 decrease from 8,025 based 6 month level

2015-16 estimate
6,525
6,525
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ACCT. #40300- REGISTRANTS RULE 2-26.1
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Until June 30, 2010, students who did not register early paid a
registration fee of $500. Beginning July 1, 2010, the fee decreased to
$400~ Also, those whose early registrations are cancelled due to noncompliance also pay the balance of the $400 fee.
History
Year
11-12
12-13
13-14
*14-15
*15-16
$400 Fee
Total
6Month
186
352
175
348
199
393
341
175
341
2014-15 hold level

2015-16 estimate
136,400
136,400
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2015-16
ACCT. #40710-CONVERTER FEE RULE 2-26.3
Converters ate law students who previously filed as student

registrants. At the beginning of the third year of law school, filers are
encouraged to convert their registration into a Bar Application and
pay a fee of $600. The fee increased from $375 to $600 effective
July 1, 2010.
The registrant rule change in 2008-09 created an influx in 1st year

students registering, and as anticipated, students converting their
student applications increased by approximately 30%. -Because
registrants are on a downward trend, anticipate,this account will start
to decrease beginning fiscal year 2015-16.
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History
Year
11-12
12-13
13-14
*14-15
* 15-16
$600 Fee
6Month
Total
. 1,580
760
1,565
761
1,419
731
1,555
732
1,495
2014-15 increase from 900,000 based on 6 month level

2015-16 estimate
ACCT. #40810-NON-REGISTERED APPLICANTS
RULE 2-26.2
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Non-Registered Applicants pay a combined fee, of $1,000. The fee

increased from $875 to $1,000 effective July 01, 2010.
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History $1,000 Fee

Total
6 Month
Year
11-12
1874
775
1990
792
12-13
13-14
1866
763
*14-15
1820
696
*15-16
1800
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For fiscal year 13-14, total volume decreased by 6.642% over the
prior fiscal year. This account is anticipated to continue to decrease
for fiscal years 2014-15 and 2015-16 due to the continued decrease in
J.D. enroliment.
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933,000
897,000
--------
2014-15
2015-16
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There has been a 3.64% decrease in the LSAT examinees from 201314 to 2014-15.
There has been a 6.89% decrease in J.D. enrollment from 2013-14 to
2014-15.
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History
Year
08-09
09-10
10-11
11-12
12-13
13-14
14-15
J.D.
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Enrollment Administrations
142,922
151,398
145,239
171,514
147,525
155,050
146,288
129,958
139,055
112,515
128,641
105,532
119,775
101,689
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2014-15 decrease from 1,910,000 based on 6 month level

2015-16 estimate
1,843,000
1,821,000
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ACCT. #40910-PRACTICING ATTORNEYS

RULE 2-26.4 (a-d)
L.
Practicing Attorneys are applicants admitted to another jurisdiction

for one year or more. The fee depends on the number of years
admitted. Effective July 1, 2010, the fees increased for practicing
attorneys as follows:
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Practicing Attorneys Years of Fee Prior Fee as of

Experience
to 7/10
7/10
$1,300
$1,600
Less than 5
$1,600
$2,000
More than 5 but less than 10
$2,000
$2,400
More than IO but less than 15
$3,000
$2,500
More than 15
For fiscal year 13-14, total volume increased by 7.75% over the prior
fiscal year. Anticipate this account volume to level off based on 6
month levels for fiscal year 14-15. The following chart shows
volume:
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$1,600
History
Year Total 6 Mo
11-12 216 117
196 92
12-13
13-14 189 93
* 14-15 196 99
*15-16 196
$2,000
$2,400
Total 6 Mo Total 6 Mo
130 59
59
32
85
44
61
32
106 48
69
37
66
107 67
27
107
66
$3,000
Total 6 Mo
124 73
98
46
118 60
113 56
113
2015-16
Total
Total 6 Mo
529 281
440 214
482 238
482 249
482

2015-16 estimate
1,025,000
----------
1,025,000
===
ACCT. #41110-DISBARRED ATTORNEY FEE RULE 2-27
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This fee is applicable to disbarred attorneys who are seeking

admission. Above-normal investigative costs are incurred, including
special investigation of rehabilitation. Effective July 1, 2010, the
disbarred attorney fee increased from $5,000 to $6,000.
History $6,000 Fee
Year
Total
6Month
11-12
0
0
12-13
0
0
1
1
13-14
1
*14-15
2
*15-16
2
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2014-15 hold level

2015-16 estimate
12,000
==---=
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ACCT. #41310-RE-EXAMINATION FEES RULE 4-48
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Re-examination fee is $450. The fee increased from $375 as of July

1, 2010.
Re-examination fees generated in 2013-14 from applicants retaking
the exam increased 15% over 2012-13. For the current fiscal year,
1,053 examinees re-applied as of 03/31/2015 (an increase of 10.14%
over 2013:-14). About 638 are expected to re-apply for the July 2015
Examination.
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12,000
--------
2014-15
History
Year
10-11
11-12
12-13
13-14
*14-15
*15-16
2015-16
$450 Fee
Total
6Month
1,435
876
1,454
816
1,386
820
1,594
956
1,691
1,053
1,691
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2014-15 increase from 684,900 based on actual

2015-16 estimate
760,950
760,950
ACCT. #41510 POSTPONEMENT FEES

RULES 4-47.1 & 4-47.2
:: 1
Postponement fees are $100 and $200. The fees increased as of July
1, 2010 from $75 and $150, respectively.
1\
History
Year
11-12
12-13
13-14
*14-15
*15-16
$100 Fee
Total 6Month
281
80
256
. 123
248
126
256
145
256
$200Fee
Total 6Month
73
40
73
39
27
75
73
27
73
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2014-15 hold level based on 6 month level

2015-16 estimate
40,600
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40,600
====
ACCT. #41710-PETITIONS RULES 3-30 & 2-30.1
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Petition fees are $165 and $75. The fees increased as of July 1, 2010
from $125 and $50, respectively.
History
Year
11-12
12-13
13-14
*14-15
*15-16
$165 Fee
Total 6 Month
0
2
2
0
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$75 Fee
Total 6 Month
57
19
65
32
20
48
36
16
36
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2014-15decrease from 4,605 based on revised petition rule

2015-16 estimate
3,030
3,030
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2014-15
l.
2015-16
ACCT. #42310/#42320-COPIES OF DOCUMENTS

RULES 1-63.5 & 1-63.6
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The cost of document copies is $25 for first page and $.50/per each
additional page. The copying fee for a bar application increased from
$35 to $50 effective July l, 2010.
With the impl~mentation of the applicant portal at the end of 2015,
applicants will be able to access their application on-line, thus
reducing copy fee income for the bar application by approximately
70%. Increase for current fiscal year based on 6 month totals.
Decrease for 2015-16 based on anticipated on-line access to bar
application.
History
Year
11-12
12-13
13-14
*14-15
*15-16
l1
Total 6 Month
$32,141 $16,523
$28,700 $13,794
$35,512 $19,694
$35,000 $19,578
$20,000

2015-16 estimate
35,000
------
20,000
===
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ACCT.#42710-PREP ARATION OF CERTIFICATES

RULE 5-13.2
As of July 1, 2010, newly admitted attorneys no longer have to pay
$22 for a certificate of admission and a printed Oath of Attorney .
.This fee is now included in the bar application fee. However, if a
newly admitted attorney would like a duplicate copy of the certificate
of admission and printed Oath of Attorney, the fee is now $25.
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Number of Certificates Ordered

History
$25 Fee
6Month
Total
Year
224
92
11-12
12-13
174
90
13-14
121
213
52
*14-15
150
*15-16
150
2014-15 decrease from 28,000 based on 6 month level
2015-16 estimate
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3,750
----------
3,750
2014-15
2015-16
ACCT. 42910-COPIES OF ANSWERS TO ESSAY QUESTIONS

RULE 4-16.2
Fee for a copy of an applicant's essay answers is $50.
History
Year
11-12
12-13
13-14
*14-15
*15-16
$50 Fee
Total 6Month
83
40
75
45
93
51
95
53
95
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2014-15 increase from 4,150 based' on actual hold level

2015-16 estimate
4,750
--------
4,750
ACCT. #43110-LAPTOP ACCOMMODATION FEES

RULE4-45
In October 2002, the Board formally adopted the laptop program that
allowed examinees to use their laptops and the ExamSoft program,
software that blocks access to other programs during the examination.
Prior fiscal year 2013-14, 4,242 or 75.3% of the 5,629 examinees
who applied to take the Florida portion of the exam, paid to use their
laptops.
As of March 31, 2015, 2,288 examinees have paid to use their
laptops; estimate an addi~ional 2,090 by the end of the fiscal year.
Next fiscal year 2015-16, estimate approximately 85% of applicants
who apply to take the exam will plan to use exam soft: 1,400
examinees in February 2015 and 3,000 examinees in July 2015.
Based on technology trends, expect this account to continue to
increase.
The income partially offsets the cost of the ExamSoft software,
technical support, and the electrical wiring at the Tampa Convention
Center
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Fee for laptop accommodations is $125. The fee increased as of July

1, 2010 from $100.
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History
Year
11-12
12-13
13-14
*14-15
*15-16
2015-16
$125 Fee
Total
6Month
1,827
3,946
4,128
1,899
2,041
4,242
4,378
2,288
4,400
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2015-16 estimate
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ACCT. #43310-REHABILITATION APPLICATION FEE

RULE2-28
547,250
-----------
550,000
====--=
Applicants who have been previously denied admission by the filing

of Findings of Fact and Conclusions of Law must file the $2,200
rehabilitation application fee. Effective July 1, 2010, this fee
increased from $1,800.
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History
Year
11-12
12-13
13-14
* 14-15
*15-16
$2,200 Fee
Total
6 Month
17
8
14
9
2
10
6
12
12

2015-16 estimate
26,400
----
26,400
----ACCT. #43550-LATE FILING FEES RULES 4-43.1- 4-43.4
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Beginning July 1, 2010, applicants who fail to timely file a complete

Examination Application (with required supporting documents) will
pay late fees as follows: 1-30 days late will pay $325 and 31 days
late to the final cut off date pay $625. Prior to July 1, 2010, the fees
were $275 and $525, respectively.
History
$325 Fee
$625 Fee
Year
Total 6Month Total 6Month
198
278
140
11-12
585
264
114
12-13
187
535
142
13-14.
521
153
276
160
165
276
*14-15
521
276
*15-16
521
2015-16 estimate
341,825
==--==
341,825
===
'
2014-15
2015-16
ACCT. #43710-DEFECTIVE APP. FEE RULE 3-14.3
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The fee for filing a Bar Application in substantially defective

condition is $150. Effective July 1, 2010, the fee increased from
$100.
$150 Fee
History
Year
Total
6Month
15
11-12
12
12-13
15
6
13-14
29
7
*14-15
30
20
30
*15-16
2014-15 hold level
2015-16 estimate
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4,500
===--=
4,500
====--=
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ACCT. #43910-RETURNED CHECK FEE
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The fee ranges from $25 to $40 or 5% of the amount of the check,
whichever is larger (Florida Statutes 68.065).
History
Year
Total
6Month
11-12
$2,099
$1,140
$2,555
12-13
$1,705
13-14
$1,860
$889
*14-15
$2,100
$1,035
*15-16
$2,100
2014-15 hold level
2015-16 estimate
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2,100
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2,100
----
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ACCT. #44110-STALE FILE FEE RULE 2-29
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The fee for reinvestigation of bar applications on file for more than
three years is $525. Effective July 1, 2010, the fee increased from
$425.
$525 Fee
History
Total
6Month
Year
11-12
70
32
32
12-13
71
41
94
13-t4
75
27
*14-15
75
*15-16
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2014-15 hold level

2015-16 estimate
j:
39,375
39,375
===
10
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2014-15
2015-16
ACCT. #44310-HEARING FEES RULE 3-22.1 & 3-23.3
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Fee for applicants appearing for an investigative hearing is $250 and

for a formal hearing is $600. Effective October 1, 2010, the fees
increased from $80 and $300, respectively. Estimate additional
hearings scheduled, based on anticipated addition of 3 board
members for 2015-16.
History
Year
11-12
12-13
13-14
*14-15
*15-16
Investigative
$250 Fee
Total 6 Month
340
153
180
364
.223
438
158
355
400
Formal
$600 Fee
Total 6 Month
35
22
38
21
24
39
12
30
32

2015-16 estimate
106,750
-------
119,200
====
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ACCT. #44330-POSTPONEMENT OF HEARING

RULES 3-22.3 & 3.23.5
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Fee for applicants who postpone an investigative hearing is $75 if the

request is received at least 31 days prior to the hearing and $125 if
the request is received less than 31 days prior to the hearing.
Effective October 1, 2010, the fees increased from $50 and $75,
respectively.
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Fees for applicants who postpone a formal hearing is $250 if received

at least 45-31 days prior to the hearing and $600 if the request is
received less than 31 days prior to the hearing. Effective October 1,
2010, the fees increased from $100 and $300, respectively.
History
Year
11-12
12-13
13-14
*14-15
*15-16
Formal Hearing
Investigative Hearing
$75 Fee
$125 Fee
$250 Fee
$600 Fee
Total 6 Mo Total 6 Mo Total 6 Mo Total 6 Mo
13
5
25
15
3
3
2
1
8
5
18
15
0
0
11
5
17
2
0
3
0
7
4
27
13
6
25
17
3
1
5
4
13
25
3
5

2015-16 estimate
7,850
=====
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: 1
7,850
----------
11
2014-15
2015-16
. J
ACCT. #44710-IMPOUND RULE 4-62.2

Fee of $100 is for administrative expenses incurred for impounding
grades.
History
Year
11-12
12-13
13-14
*14-15
*15-16
$100 Fee
Total
6Month
0
0
2
0
1
0
2
0
2
:- j
2014-15 hold level

2015-16 estimate
200
=====
200
=--===
ACCT. #44910-EARNED INTEREST

Year
05-06
06-07
07-08
08-09
09-10
10-11
11-12
12-13
13-14
*14-15
*15-16
Investments
$7,000,000
$8,342,000
$8,631,000
$9,049,000
$9,261,000
$10,228,000
$11,052,000
$12,054,000
$13,033,000
$13,500,000
$14,000,000
Total
$350,385
$432,644
$396,119
$272,643
$169,563
$138,803
$88,024
$57,717
$349,746
$378,000
$392,000
6 Months
$149,866
$179,444
$214,268
$123,487
$63,958
$97,284
$36,193
$27,892
$206,687
$326,295
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This account varies based on expected interest rates and the surplus
of income over expenses.
The board adopted a new Investment Policy Statement and
investment strategy with SunTrust Foundations and Endowments
Specialty Practice,' effective July 2013. The Investment Policy
Statement provides for a diversified structure and asset allocation to
the board's investment portfolio which will produce a rate of return
that may help delay the need for future fee increases for the
applicants beyond the 5-year cycle anticipated with the last fee
increase, which went into effect in July 2010.
The portfolio is broke out into two accounts, a short term account that
makes up approximately 10% of the total portfolio and a long term
account which makes up the remaining 90% of the portfolio.
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2014-15
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The long term account is established to cover future expenditures

when expenses are greater than income while pending a fee increase
with the court. These investments have longer maturity dates with
slightly higher rate of return than the short term account producing on
average 2% to 3% annual percentage yield.
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Anticipate the investment income based on a conservative weighted

average portfolio rate of2.8% for next year.
[}
2015-16
The short term account is funded with investments that have that can
quickly be liquidated to fund the reserve accounts established by the
board in the event of a disaster or emergency. These investments
have short term maturity dates and on average they produce less than
1% annual percentage yield.
2014-15 decrease based on weighted average yield

. 2015-16 estimate
378,000
392,000
=--=======
ACCT. #44920-0THER INCOME, MISC. CATEGORIES
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Seldom used fund, initiated for any unusual source of income.

2014-15 hold level at 100 based on actual
2015-16 estimate
100
==--=
100
-----
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GENERAL EXPENSE
2014-15
2015-16
Any variance increase or decrease is compared with the 2014-15 budget

approved by the court.
ACCT. #60000 - SALARIES, BENEFITS & TAXES
Acct. #60200 - Part-Time Pay
Part time pay is now included with the regular salaries. See chart below.
Acct. #60300 - Regular Salaries
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For detail see Salary Chart and Summary in Tab 2. Total salary plus
overtime, bonuses, and excess annual leave pay (payroll taxes, retirement,
and insurance are set out individually in other accounts).
$135,738 or 5.60% of the salary increase is to fund 2 additional analysts
and 1 additional research processor, plus shift job responsibilities between
the Analyst department and Research Processing department as approved
by the board in April 2015.
Sub-Category
Overtime
Annual Leave
Part-time Pay
Intern Pay
Salary
Total
2014-15
35,000
1,000
78,460
0
2,311,105
2,425,565
2015-16
20,000
1,000
80,029
0
2,420,126
2,521,155
2014-15 increase from 2,406,087 based on actual

2015-16 increase
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All full and part-time staff is enrolled in the Florida Retirement System.
The contribution is calculated and submitted monthly based on the rate
and employees' monthly salary.
July 2014 through June 2015: Employer contribution rates for

regular plan participants and DROP participants are 7.37% (6.07%
+ 1.26%+ .04%) and 12.28% (10.98% +l.26% +.04%),
respectively.
In concurrence with the employer contribution
increase, regular plan employees will continue to contribute 3% of
their salary into the Florida Retirement System; however, DROP
employees will be exempt from the 3% employee contribution.
Total contribution rate, employee and employer, for regular plan
participants is 10.37%.
Because the July 2015 rates have not yet been established, estimate
an additional 1.5% employer contribution to the current rates as
listed below:
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2,521,155
Acct. #60500 - Retirement Contributions
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2,425,565
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2014-15
Employer contribution rates for regular plan participants and
DROP participants are planned to increase. Regular plan will
increase to 7.37% (6.07% + 1.26%+ .04%) and 12.28% (10.98%
+ 1.26% +.04%), respectively. In concurrence with the employer
contribution increase, regular plan employees will continue to
contribute 3% of their salary into the Florida Retirement System;
however, DROP employees will be exempt from the 3% employee
contribution. Total contribution rate, employee and employer, for
regular plan participant's isl0.37%.
Fstimate
2014-2015
Regular Class
DROP ParticipantS
7.37%
12.28%
175,518 7.37%
5,409 12.28%
180,927
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2015-16
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Estimate
2015-2016
185,011
5,973
190,984
2014-15 increase from 176,912 based on actual2015-16 estimate
180,927
190,984
Acct. #60600 - Social Security Expense (FICA)

Matching Social Security (FICA) payments are set at 6.2% of salary
(earnings limit for 2015 $118,500) and Medicare at 1.45% of total wages.
Salaries
Social Security
Medicare
Total FICA
6.20%
1.45%
7.65%
Estimate
Estimate
2014-2015 2015-2016
2,425,565 2,521,155
150,385
156,312
35,171
36,557
192,869
!85,556

. 2015-16 estimate based on salaries
185,556
192,869
Acct. #60650 - Employer Paid Accident/Life/Disability Insurance

Employees hired prior to 09/30/2012 have been grandfathered
into the former employer paid life insurance plan which allowed
employees to have life insurance at 2 times their annual salary.
The amount of insurance for grandfathered employees was capped as of
April 2013.
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Employees hired 10/01/2012 and thereafter will receive $25K of

employer paid life insurance.
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2014-15
Rates for employer paid Life/AD&D/Disability Insurance:
Plan
Life (per 1,000)
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2015-16
AD&D (per 1,000)

LTD
Last Rate
Rate for Renewal
Increase
2013
Rate 2014
Date
0.22
0.22
2012
2012
0.02
0.02
0.42
0.46
2008
The rates for Life and AD&D have remained the same since 2012.
Long-Term Disability increased by .04 cents for 2014. This rate
had not increased since 2008.
All employees have an opportunity to purchase more life insurance
if they choose.
~014-15
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increase from 18,437 based on additional employees

2015-16 estimate
19,000
19,250
Acct. #60675 - State Health Insurance

Health insurance premiums increased January 1, 2015 by .91 %.
increase only affected the employer portion of the cost.
1)pe
Single
Family
This
Managers/Sugervisors
Emglovee
Employee
Employer
Employer
Employee
Total
Contribution Contribution
Contribution Contribution
637.34
8.34
645.68
50.00
591.52
1,264,06
30.00
1,429.06.
1,459.06
180.00
Total
641.52
1,444.06
For the current fiscal year, estimate planned expenditure of $571,692 for
46 employees.
This includes 3 new positions anticipating family
coverage.
Because new rates have not been established for January 2016, estimate an
1 additional 1.5% employer contribution to the existing rates. Estimate next
l J year for planned expenditure of $619,480 for 46 employees anticipating

family coverage.
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2014-15 increase from 496,018 based on additional positions

2015-16 estimate
Acct. #60800 - Advertising/Hiring
This account includes charges for advertising, pre-employment drug

testing, pre-employment background investigations as well as pre:.
employment testing materials.
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As of 3/31/15, 0 employees have been hired this fiscal year. A total of $0

has been spent in this account.
3
571,692
619,840
2014-15
2015-16
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The board approved to increase the number of staff positions from 46.5
FTE to 49.5 FTE. Advertising for these positions began in April 2015 with
an anticipated hire date of June 1, 2015.
In order to replace staff due to typical turnover, estimate hiring
expenditures for 3 employees before the end of this fiscal year and
estimate 3 employees for next year.
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6,000
2014-15 hold level

2015-16 estimate
'
6,000
3,388,740
===
2014-15 increase from 3,287,520 based on actual

2015-16 estimate
3,550,098
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==---==
ACCT. #61000 - TRAINING & EDUCATION
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As of 03/31/15, $4,520 has been spent. Estimate revised expenditures of

$14,638 this year for training and seminars for staff and $5,000 for
consultants and in-house training. For next fiscal year, plan $16,875 for
training/seminars for staff and $5,000 for consultants for in-house
semmars.
Department
Budget
2014-15
Spent
Revised
03/31/2015 . 2014-15
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Estimate for
2015-16
ED
OGC
Fiscal
CP
ATD
RPD
Analysis
3,000
1,200
3,000
1,000
4,545
2,000
815
99
93
142
398
3,689
0
99
3,000
1,200
3,000
1,000
4,339
2,000
99
3,000
1,200
3,000
1,000
6,500
2,000
175
Consultants
Total
5,000
20,560
0
4,520
5,000
19,638
5,000
21,875
2014-14 decrease from 20,560 based on above

2015-16 estimate
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19,638
21,875
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ACCT. #63000 - PROFESSIONAL FEES & CONSULTANTS

Acct. #63010 - Board Attorney Payments established
Formal Hearing Assistance
In the past, the Board relied upon Henry Coxe (and his associate) and
Roosevelt Randolph to handle formal hearings on an as-needed basis when
the Board simultaneously conducts 3 formal hearing panels at a Board
meeting. The Board has also used former Board member Elaine Cooper
and former General Counsel Thomas A. Pobjecky to draft findings or
specifications on an as-needed basis.
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2014-15
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2015-16
Now that we are full strength, it is anticipated that the Office of General.
Counsel will be able to handle all future formal hearings and drafting
documents without assistance from outside counsel barring exceptional
circumstances. Through 03/31/15, $0 has ,been paid for services rendered.
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Estimate $0 for the remainder of the current fiscal year with an overall
expenditure of $0.
For next fiscal year, we estimate that outside counsel will not be used to
handle formal hearings.
Year
11-12
12-13
13-14
*14-15
*15-16
Total
20,130
0
28,725
0
0
6Mo
0
0
9,863
0
2014-15 hold level

2015-16 estimate
0
0
Legal Assistance for Out-of-State Depositions
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Occasionally, out-of-state attorneys are used for legal services (such as

talcing depositions) to assist the Office of General Counsel in preparing for
a formal hearing. Through 03/31/15, $0 has been paid for services
rendered.
Estimate $2,000 for the remainder of the year with an overall expenditure
of $2,000.
For next fiscal year, estimate $2,000 for legal fees by attorneys as needed
for out-of-state depositions.
Year
11-12
12-13
13-14
*14-15
*15-16
Total
0
0
0
2,000
2,000\
6Mo
0
0
0
0
0

2015-16 estimate
2,000
2,000
Acct. #63020 - Litigation Expense

The Board relies upon James Dean of the law firm of Messer, Caparello &
Self to handle litigation matters when the Board is a party to a suit filed in
state or federal court and Robert Larkin of Allen, Norton & Blue, P.A. to
handle employment litigation matters. Bob Burgoyne of Norton Rose
Fulbright has been retained to represent the board m the federal
investigation.
2014-15
2015-16
Through 03/31/15, $28,902 has been expended. As of 03/31/15, there is 1

litigation case pending against the board and 1 federal investigation.
Estimate $20,000 for remainder of this year anticipating we may have one
or two cases filed against the board.
For next fiscal year, estimate $130,000 for litigation fees for handling 1 to
2 new cases as well as the continuing federal investigation. If any new
suit is filed and proceeds to discovery and/or trial, then this estimate will
likely increase significantly.
Year
Total
11-12 29,890
17,283
12-13
13-14 22,096
*14-15 48,902
*15-16 130,000
6Mo
20,130
240
6,862
28,902
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2014-15 increase from 30,000 dueto pending investigation

2015-16 estimate
48,902
.r
130,000
Acct.# 63030 Legislative Consultant
In the past, the board's staff has attended legislative hearings on issues of
concern to the board. The board's staff has also conferred with the general
counsel and lobbyist for The Florida Bar on proposed legislation that
would impact the board. For example, during the 2011 legislative session,
a representative filed a bill that would remove the board's exception under
Florida's expungement statute pertaining to criminal records. The bill did
not pass.
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The board hired Metz, Husbruid, and Daughton in January 2012 as a

legislative consultant. The estimated expense for 2014-15 is $20,000.
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For 2015-16, budget $20,000 for consulting fees for Metz, Husband, and
Daughton.
Year
11-12
12-13
13-14
*14-15
*15-16
Total
15,000
20,000
20,000
20,000
20,000
"
6Mo
5,000
10,000
10,000
10,000
2014-15 hold level

2015-16 estimate
20,000
20,000
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2014-15
Litigation Reserve Fund

In 1994-95, the Board instituted funding a reserve account for "Litigation"
(not legal assistance for the handling of applicant matters relating to
formal hearings). Funds have been previously allocated into the reserve
account that now has a balance of $350,000. Budgeting for future years
will be on a replenishment basis to maintain the reserve account at
$350,000 when funds have been used from the reserve.
Acct. #63050-Comnuter Programming & Comnuter Sunnort Services

As of 03/31/14, $19, 106 has been spent as set out below:
Budget
Current
Year 6 Months
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Accounting (Peachtree):
Software Upgrades
Support
Iron Mountain
Passport Adv
Imls Batch Scanning License (2)
Imls Scanning License Renewal
SAS Grading Software Maintenance
Iteman Grading Software (3-years)
Software Upgrades
Adobe
Microsoft Office
Swing (2 years)
Internet Access:
Anti-Virus (Nod32) (3-years)
Firewall
Comcast
Website Hosting:
Hosting (4t Networks)
Virtual Back-Up Hosting Charge
SSL Certificate (2-years)
Digital Credit Report License 1
WebDrive Licenses (2-years)
Miscellaneous
Programming Consulting
Ytria Maintenance
Total
Revised
Current
Year
Total
Next
Year
0
1,542
100
3,400
5,000
2,051
1,856
0
0
1,799
0
0
0
0
1,912
1,390
.0
1,799
100
3,640
5,450
2,054
1,912
1,390
1,600
1,826
100
3,700
2,500
1,600
1,941
0
1,115
1,375
0
0
0
0
1,611
1,188
1,245
1,260
1,485
0
0
0
2,132
0
0
1,127
0
120
2,260
0
0
2,628
3,715
4,600
325
0
3,000
400
25,000
800
56,411
1,830
2,775
15
0
3,660
5,775
15
0
1,570
400
18,976
808
53,973
3,804
6,595
0
0
750
400
20,000
820
51,009
1~570
240
5,640
808
19,106
For next fiscal year, set aside $20,000 for outside consulting assistance for
program development.
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2015-16
2014-15
2015-16
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Set aside $24,550 for a one-time software purchase for digital access to
applicant .credit report data, which would allow the data to be imported
directly into a Notes database, allowing the credit report to be
electronically attached to applicant files. This amount will be capitalized
under account 77000. The annual licensing costs after the initial purchase
would be less than $3,000.
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Year
11-12
12-13
13-14
*14-15
*15-16
Total
27,591
27,343
37,062
53,973
51,009
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6Month
9,555
8,367
21,443
19,106

2015-16 estimate
53,973
51,009
Acct. #63150 - Court Reporters

This item covers the court reporter attendance (per diem) costs for being at
a hearing, plus the cost charged for preparation of any transcript ordered.
Applicants are billed for the cost of preparation of the formal and
investigative hearing transcripts, and these reimbursements are shown as
paybacks to this item.
This item is affected by the number of hearings held, type (formal or
investigative), the number of transcripts ordered, and the reimbursements
made by the applicants.
History
Year
11-12
12-13
13-14
*14-15
*15-16
6Mo
46,5~9
61,779
49,182
46,844
6MoPay
Backs
21,492
30,448
30,067
31,953
Total
115,848
117,566
123,961
119,055
119,704
Less Pay
Backs
50,884
57,022
59,253
53,253
49,408
Final Net
Expense
64,964
60,544
64,708
65,802
70,296
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Year
11-12
12-13
13-14
*14-15
*15-16
Formal
Total
6Mo
41
24
44
25
16
37
15
37
35
Total
Investigative
Total
6Mo Hearings
363
200
404
329
165
373
413
188
450
366
192
403
366
401
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For next fiscal year, plan formal transcripts at a cost of $743/hearing,

investigative at $122/hearing, and the per diem (attendance) at
$119/hearing. Anticipate total expenditure of $119,704; anticipate a
similar volume of hearings, applicant paybacks of $49,408, or 70% of
$70,583 in transcript costs.
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2015-16 estimate
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Acct. #63250 - Grading Answers
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65,802
70,296
The fee paid for grading each answer is $4.00 per paper since 10/04.
The use of multiple readers and administration of 2 exams per year result
in the following grading costs: (Part A examinees+ regrades+ embedded
,+ practice papers x number of essay questions tested = Total papers
graded x $4.00). Estimate for 2015-16 is based on the number of
applicants who applied for the examinations in the last year as well as an
anticipated increase in the number of applicants retaking Part A of the
General Bar Exaniination.
Exam Examinees
1,466
02/14
07/14
3,311
02/15
1,602
*07/15 .
3,575
*02/16
1,750
*07/16
3,650
fl
Regrades
& Other
399
848
443
939
450
948
Total
5,595
12,477
6,135
13,542
6,600
13,794
Cost
4.00
4.00
4.00
4.00
4.00
4.00
Total
22,584
49,908
24,540
54,168
26,400
55,176
2014-15 increasee from 77,544 based on 6 month level

2015-16 estimate
78,708
81,576
Acct. #63300 - Testing Expense

1. Test and Measurement Expert
Dr. Chad W. Buckendahl was hired in January 2004 to replace Dr. Ward.
Dr. Buckendahl's consulting rate is $1500/day (since 2011). Through
31, 2015, $860 has been spent. It is anticipated that the remaining
March
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amount will be utilized in the last six months of 2014-2015 as work
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continues on the bar preparation surveys project.
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2015-16
$7,500 is planned in 2015-16 for studies that may be proposed during the
fiscal year.
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2014-15
2015-16
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For 2014-15, plan:

a. Evaluation of Examination Results:
2Days
02/15
2Days
07/15
b. Pretest Questions Banks:
8x375
Essays
c. Survey on Bar Preparation
d. Special Studies
Total
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3,000
3,000
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3,000
5,000
3,000
17,000
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For 2015-16, plan:

a. Evaluation of Examination Results:
2Days
02/16
2Days
07/16
b. Pretest Questions Banks:
10x375
Essays
c. Special Studies
Total
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3,000
3,000
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3,750
7,500
17,250
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2015-16 estimate
17,000
17,250
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2. Registration of Copyright
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Cost for registration at the Library of Congress ($265 each exam) and
travel expenses. Estimate 1.5% increase for inflation for 2015-16.
2014-15 hold level
2014-15 estimate
2,085
2,116
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Acct. #63350 - MBE Cost (NCBE)
'
Effective with the July 2015 examination, the cost of the MBE for test
development, booklets, and grading is $64/exam. Effective with the
February 2014 examination, NCBE added an additional $22 charge for all
large print examinations.
'1
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Total
Exam Applicants Amount
1,536 93,712
02/14
3,341 200,680 294,392
07/14
02/15
1,679 101,677
3,575 229,620 331,297
*07/15
1,750 112,776
*02/16
3,650 234,420 347,196
*07/16
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331,297

2015-16 estimate
347,196
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2015-16
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Acct. #63500 - QUESTION RESEARCH/DRAFTING
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Acct. #63510 - Drafting of Essay Questions
$500 is paid for each essay question purchased, with a $500 bonus for
those added to the questions bank (effective for the 08-09 fiscal year). As
of 03/31/15, $2500 'has been spent for essay questions and bonus
payments. 12 new questions were budgeted for in 2014-2015; four have
been drafted, four are being drafted, and four more will be drafted by the
end of the fiscal year. It is anticipated that 12 more questions will be
drafted in 2015-16 to ensure coverage of all subjects, including the new
test subjects, and options for all subjects tested by essay question.
For 2014-15, plan:
Already spent this fiscal
year:
Estimate for the remainder
of this fiscal year:
8 new essays x $500 =
8 bonuses
x $500 =
Total
$2,500
$4,000
$4,000
$10,500
For 2015-16, plan:

12 new essays x $500 =
10 bonuses
x $500 =
Total
$6,000
$5,000
$11,000

2015-16 estimate
10,500
11,000
Acct. #63520 -- Research of Essay Questions
This item depends on how many essay questions are purchased during the
fiscal year. In 1999, the Committee on Questions approved research by
1 each grader prior to the grading conference, which has increased the
J estimated expense for this account. The rate paid per hour was increased
in 10/11 to $50/hour. Through 03/31/15, $625 has been spent.
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of law to be tested, beginning January 2013, a total of 12 essay questions
i j will be drafted in 2015-2016.
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2014-15
2015-16
For 2014-15, plan:

c
Already spent this fiscal year:

Estimate for the remainder of this
fiscal year:
8 new questions researched x 4 x $50
x 4 x $50
30 readers
Total
$625
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$1,600
$6,000
$8,225
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For 2015-16, plan:
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12 new questions researched x 4x $50 $2,400

45 readers
x 4x $50 $9,000
Total
$11,400
2015-16 estimate
8,225
11,400
Acct. #63530 - Machine-Scored Drafting/Research
Meetings are held for the purpose of researching, drafting, and approving
machine-scored questions. Each machine-scored team is composed of 3-5
readers and a Board member and/or the General Counsel. Effective
October 1, 2011, the rate for drafting was increased to $50/hour and $160
for attendance at drafting session.
As of 03/31/15, one machine-scored drafting session has been held.
Experienced readers are also reviewing and revising questions banks as
the law changes. .Three additional drafting sessions are anticipated at an
estimated cost of $6, 720 with an overall expenditure of $8,960 for the
current fiscal year.
For 2015-16, plan 4 meetings x $2,240 per meeting=
$8,960

2015-16 estimate
::
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8,960
8.960
Acct. #63540 - Pretesting
Effective 10/11, the rate for pretesting essay questions was increased to
$450 and the research hourly rate was increased to $50/hour. The essay
questions are pre-tested by three readers, one of whom researches the
question. The cost for research conducted for pre-testing is accounted for
under account #63520; the total is $650 per question. As of 03/31/15,
$1,800 has been spent for pre-testing essay questions.
8 new questions pretested
x 3 x $450
$10,800
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2014-15
2015-16
In order to continue expansion of the questions bank with regard to the

new areas of law to be tested and replenish the questions bank, additional
essay questions will be drafted/researched in the 15-16 fiscal year.
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10 new questions pretested
x 3 x $450 = $13,500

2015-16 estimate
12,600
13,500
Acct. #63600 -Investigations

The budget allows for inflationary costs, increase in number of applications,
and an increase in the number of agencies that no longer provide free services.
f1
Year
10-11
11-12
12-13
13-14
*14-15
*15-16
Total
98,993
91,510
119,168
111,227
144,342
146,506
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As of 03/31/15, $1,832 has been spent: This expense is difficult to predict

as two additional cases a year can significantly increase this expense.
Estimate similar volume next year, but total increased by 1.5% for
inflation.
Year
10-11
11-12
12-13
13-14
*14-15
*15-16
Total 6Month
410
4,229
3,952
4,631
3,188
8,493
2,746
6,600
8,212
1,832
8,335
2014-15 hold level

2015-16 estimate
8,212
8,335
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Acct. #63615 - Credit Reports

As of 03/31/15, $10,146 has been spent. Beginning in 2008, credit
reports are generated now on all student registrants; previously they were
run on all student registrants only when credit issues were self-reported.
For next year, incre'ase 1.5% for inflation.
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Year
10-11.'
11-12
12-13
13-14
*14-15
*15-16
Total 6Month
23,526 11,691
23,895 11,685
23,867 11,335
23,567 11,019
26,790 10,146
27,192
2014-15 hold level

2015-16 estimate
26,790
27,192
Acct. #63620 - Deposition Costs

Deposition costs are unpredictable as they are a function of cases that
develop into formal hearings. As of 03/31/15, $1,938 has been spent. For
next year, increase 1.5% for inflation.
Year
10-11
11-12
12-13
13-14
*14-15
*15-16
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Total 6 Month
467
875
783
0
804
0
2,067
0
1,938
2,560
2,598
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2014-15 increase from $1,560 based on 6 month level

2015-16 estimate
2,560
2,598
Acct. #63630 - Copies of Documents

As of 03/31/15, $2, 722 has been spent. Documents that must be purchased
are medical records, credit account statements, charge slips, police and
court records from some agencies, and other similar documents used in the
background investigation. Increase 1.5% for inflation next year.
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2014-15
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Year
10-11
11-12
12-13
13-14
*14-15
*15-16
2015-16
Total 6 Month
2,783
6,337
3,340
7,958
7,418
2,893
5,826
2,936
8,237
2,722
8,360
2014-15 hold level

2015-16 estimate
8,237
8,360
Acct. #63635 - Police/Court Agency Record Checks
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As of 03/31/15, $24,554 has been spent. Fewer agencies provide police

and court agency record checks for free. The requests are generated when
form letters are initially sent. For next year increase 1.5% for inflation.
Year
10-11
11-12
12-13
13-14
*14-15
*15-16
Total 6 Month
38,061 22,598
36,766 20,878
37,317 19,108
37,128 21,910
44,260 24,554
44,924

2015-16 estimate
44,260
44,924
Acct. #63640 - Misc. Investigative Ex~ense

This account includes costs of evaluations ordered as an aid to prosecuting
formal hearing cases and other miscellaneous investigative expenses. This
category is difficult to predict. As of 03/31 /15, $313 has been spent. This
account aiso includes online searches through a public records database,
TLO, in which $3,060 was budgeted last year. For next year, increase
1.5% for inflation.
Year
10-11
11-12
12-13
13-14
*14-15
*15-16
Total 6 Month
150
495
527
677
1,082
1,111
365
705
1,200
313
1,218
2014-15 decrease from $3,060 based on 6 month level

2015-16 estimate
1,200
1,218
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2014-15
2015-16
Acct. #63650 - Sheriffs Fee and Witness Expense

This item includes costs for service of subpoenas and for witness fees in
the prosecution of formal hearing cases and fluctuates. This is an expense
that is difficult to predict. As of 03/31 /15, $0 has been spent.
Year
10-11
11-12
12-13
13-14
*14-15
*15-16
..
\1
Total 6Month
20
0
122
122
0
0
0
0
1,200
0
1,218
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2014-15 decrease from $3,060 based on 5 year history

2015-16 estimate
1,200
1,218
Acct. # 63660- Substance Abuse Consultant

In 05/95, the Board authorized the employment of a consultant to review
C&F matters involving substance abuse at a rate of $150 per hour. In
2009, the Board obtained the services of a new consultant. The new
consultant is paid $300 per hour (rate set in 2009). As of 03/31/15, $3,525
has been spent. This is a difficult expense to predict. For next year, increase 1.5% for inflation.
Year
10-11
11-12
12-13
13-14
*14-15
*15-16
Total 6Month
17,595 11,625
9,800
6,400
9,275
3,900
8,625
2,600
11,000
3,525
11,165
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2014-15 decrease from $15,606 based on 6 month level

2015-16 estimate
11,000
11,165
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Acct. #63670 - Mental Health Consultant
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The Board's task force on mental health protocol approved hiring a

consultant similar to the chemical dependency consultant in 1998. The
consultant is paid $150 per hour (set in 1998). The rate was increased to
$250 per hour effective 04/01/2015. As of 03/31/15, $3,260 has been
spent. The amount budgeted in this category reflects a realistic amount
based on compliance with the Mental Health Guidelines. For 2013-14, it
was necessary to seek assistance from the consultant to handle changes
relating to the DSM 5; therefore, an additional $3K was budgeted. For
next year, increase 1.5% for inflation.
16
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2014-15
Year
10-11
11-12
12-13
13-14
*14-15
*15-16
ll
Total 6Month
7,875
4,545
4,140
8,445
11,745
3,345
7,350 ' 5,310
12,240
3,260
12,424
12,240
2014-15 hold level

2015-16 estimate
12,424
Acct. #63700 - FingerQrint Cards
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In 05/95, the Board approved a reduction in the number of fingerprint

cards and immediately implemented the plan anticipating that 35% of the
cards would be processed: 20% through random sampling and anticipated
15% due to candor. In 05-06, $53,627 was spent and $49,538 in 06/07. In
06-07, the Board approved a return to the previous policy of sending all
fingerprint cards for processing, beginning in 01/08. Additionally, the
Board approved requiring applicants and registrants to be electronically
fingerprinted to speed processing and to require applicants/registrants to
pay in 2008-09. Had the board absorbed the cost of fingerprinting all
applicants and registrants, the cost would total approximately $245,799.
The board entered into a contract with the Florida Department of Law
Enforcement (FDLE) in January 2013 to participate in their fingerprint
retention program. The fingerprint retention program will allow the board
to get updates (arrests in the state of Florida subsequent to the filing of the
bar application) for up to a year, free of charge. If an applicant is not
admitted within a year, FDLE will charge the board $6 per fingerprint
record. With an increasing number of applicants filing as student
registrants, and not being re-fingerprinted when they convert their
registration to a bar application, staff believes this retention program is
vital to the board's investigation to ensure that applicants do not fail to
disclose a subsequent arrest. For 2013-14, staff proposed a budget of
$17,000 to participate in the retention program. The $17,000 was
calculated using the following formula:
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2015-16
17
2014-15
Type of Application
Red dot Applicants
All Registrants
Koutme Applicants Failmg Bar hxam 1st
time (20% of All Routine Applicants)
Reprints expected due to vendor's data loss
Total
Number Amount
$6
800
$6
1,300
Total
$4,800
$7,800
$6
$16
$3,840
$560
$17,000
640
35
2,775
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2015-16
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11
.
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As of 03/31/15, $16,663 has been spent. Registrants spend a minimum of

2 years in the system. In light of the 6 month level so far this fiscal year, it
appears this category of expense will be difficult to predict for at least
another year, possibly two.
Year
10.:11
11-12
12-13
13-14
*14-15
*15-16
Total 6 Month
0
0
54
0
616
473
19,359
7,379
28,643 16,663
29,072
2014-15 increase from $17 ,340 based on 6 month level

2015-16 estimate
28,643
29,072
Acct. #63800-Chair's Stipend
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Amount set by Board Policy at $500/month in 2004. Prior amount set

$200/month in 1977 for secretarial services of chairs firm.
2014-15 hold level based on actual
2015-16 estimate
6,000
6,000
Acct. #63900 - Audit Expense

As of 3/31/2015, a total of $16,899 has been expended this fiscal year for
the 2013-14 audit.
Estimate 2014-15 pre-audit expenses to be paid in September 2015 of
$5,000 and an additional $500 for miscellaneous services not related to
auditing for a total of $22,399 to be spent this fiscal year.
The board engaged the services of James Moore & Co in April 2013 to
perform the board's annual audit, beginning fiscal year 2012-13. The
contracted amount is $21,500 which includes a limited internal control
audit. Plan an additional $1,000 for miscellaneous services such as
attorney letters regarding any ligitation that could impact the board
financially and applicant related matters not related to the audit.
18
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2014-15
2015-16
Should the board continue to use this audit firm, the firm will honor this
amount through the 2016-17 annual audit.
2015-16 estimate
22,399
22,500

2015-16 estimate
832,793
941,309
ACCT. #65000 - COMMUNICATIONS
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Acct. #65100 - Postage and Shipping

Acct. #65110 - US Post Office/CMRS
Year
11-12
'
12-13
13-14
*14-15
*lS-16
Total 6 Month 6 Month%

141,800 63,850
45.03%
150,236 66,475
44.25%
153,658 71,732
46.68%
155,000 72,468
46.75%
133,267
Postage increased in 2013-14 by 2.2% over the prior fiscal year. Rates
increased in January 2014 by .03 cents and again in April 2015 by .005
cents. Decrease current fiscal year based on 6 month usage and historical
averages.
For next fiscal year anticipate this account to decrease by 14.02% due to
the implementation of the applicant portal, which will allow electronic
communication with the applicant. It is anticipated the applicant portal
will reduce outgoing applicant mail by approximatlely 50%.
2015-16 estimate based on electronic communication through portal.
Acct. #65120 - Federal Express
Year
11-12
12-13
13-14
*14-15
*15-16
Total 6 Month
3,473
9,711
3,181
8,974
3,448
10,018
3,551
10,018
10,018
The number of packages mailed via Federal Express increased in 2013-14

by 14.46% over the prior fiscal year. Several factors contributed to the
increase in this account, late hearing information packets, additional
19
155,000
133,267
2014-15
2015-16
questions work, an increase in the number of emertitus members

attending hearings, and more petitions work.
Staff continues to search for more effectient was to utlize electronic
communtication which will lessen the need for paper and overnight
postage expenses. Federal Express imposes a fuel charge on the
government-based discounted rate. The fuel-charge rates are calculated on
current fuel costs that fluctuate monthly.
Increase this account for current year and hold level for next year.
2015-16 estimate
10,018
10,018
Acct. #65140 - Other Postage/Shipping

2014-15hold level
2015-16 estimate
100
100
Acct. #65150 - Telephone/Fax/Email/Cellular

This item covers telephone service, including long distance and
conference calling, executive director cellular service and air card plan
and participating directors' cellular email and messaging service. The
Board utilizes the Supreme Court' of Florida's email service at no cost to
the Board.
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Phone lines were upgraded with a PRl line in June 2014 to support the
new phone system. The PRI line increased the monthly phone expense by
an additional $390 for a total of approximately $690 per month. The PRJ
line increased the number of phone lines from 10 to 23 and provides direct
inward dial ability.
Year
11-12
12-13
13-14
*14-15
*15-16
Total 6 Month
7,003
3,249
7,463
4,517
8,775
3,947
12,409
7,126
12,595
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2015-16 estimate
12,409
12,595

2015-16 estimate
177,527
===
155,980
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ACCT. #67000 - PRINTING AND REPRODUCTION
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Acct. #67200 - Copier Usage
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The board replaced the 2 Savin 8060's copiers that were purchased in June
2008 for the main copy room with 2 Savin 7502's in December 2013.
Each 7502 provides a copier, scanner, printer, and fax machine. The cost
of the monthly maintenance contract for both machines is $770. This
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2015-16
includes 100,000 copies (with overages at .008800 cents per copy), all
maintenance, parts and toner. The item count is incurred when a paper is
physically printed with toner.
The board purchased 2 Savin 9050's in February 2010 for the analysis
copy room. Each 9050 provides a copier, scanner, printer and fax
machine. The maintenance contract is based on a per item count at an
average rate of .01535 cents per copy for the black and white copies and
.1289 cents per copy for color copies. This includes all maintenance,
parts, and toner. The item count is only incurred when a paper is
physically printed with toner.
The board purchased 3 Lexmark XM1145's November 2013. Each
XMl 145 provides a copier, scanner, printer and fax machine. The
maintenance contract is based on a per item count at a rate of .02300 cents
per copy. This includes all maintenance, parts, and toner. The item count
is only incurred when a paper is physically printed with toner.
The board purchased 1 Lexmark M5170 (ATD), 1 Lexmark M5155
(ATD) and 1 Savin 8300 (RPD) in December 2014. The cost of the
monthly maintenance contract for all 3 machines is $250. This includes
20,000 copies (with overages charged at .012900 cents per copy) This
includes all maintenance, parts, and toner. The item count is only incurred
when a paper is physically printed with toner.
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Estimate an additional 1,006,789 copies for the remainder of this fiscal

year. The last 6 months of the fiscal year yields more copies due to
copying the July bar examination.
Year
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11-12
12-13
13-14
*14-15
*15-16
Total
Copies
1,662,287
1,825,184
1,690,596
1,850,000
1,850,000
6 Month
737,397
793,624
836,400
843,211
Average'
cost per
page
0.0087
0.0093
0.0099
0.0097
0.0097
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Year
11-12
12-13
13-14
*14-15
*15-16
Total 6Month
$14,473 $6,410
$16,915 $7,198
$16,771 $7,702
$18,000 $8,671
$18,000
18,000

2015-16 estimate
18,000
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2014-15
2015-16
Acct. #67300 - Scribes, Inc - Certificate Preparation
The board has purchased certificates and oaths from Scribes, Inc. since
08-09. The total amount spent in the fiscal year 2012-2013 was less as
blank certificates were not ordered that year.
History - Purchase and Engrossing
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Year
11-12
12-13
*13-14
*14-15
* 15-16
Total 6 Month
19,818
47,335
34,057
32,265
51,598
40,402
51,821
37,818
52,610
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The item is divided into three categories: printing blank certificates,

personalizing and mailing the certificates to the admittee, and printing and
mailing the Oath of Attorney suitable for framing to all new admittees.
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1. Printing Blank Certificates
For current fiscal year, printing costs for blank certificates were ordered at
$4.14 each. An increase to $4.15 is expected for next year.
Cost Per
Certificate
3.99
4.11
4.11
4.14
4.15
Date
Ordered
09/12
05/13
12/13
03/15
03/16
Number
Ordered
4,000
0
4,000
4,000
4,000
Total
Cost
15,960
0
16,440
16,560
16,600
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2. Personalizing and mailing
The personalizing and mailing of individual certificates currently ranges

from $3 .31 to $5 .16 per certificate depending on the number of certificates
ordered at one time. The range is expected to increase to $3.36 to $5.24
for next year.
Year
11-12
12-13
13-14
*14-15
*15-16
Total 6 Month
27,895 19,818
30,547 20,176
31,158 20,362
31,381 17,418
32,130
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2015-16
3. Printing of Oath of Attorney

For current fiscal year, oaths of attorney were ordered at $.96 each. An
increase to $.97 is expected for next year.
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Year
11-12
12-13
. 13-14
* 14-15
*15-16
Cost Per
Certificate
0.81
0.90
0.90
0.96
0.97
Date
Ordered
05/12
05/13
05/14
03/15
03/16
Number
Ordered
4,000
4,000
4,000
4,000
4,000
Total
Cost
3,240
3,600
3,600
3,840
3,880
51,821
2014-15 hold level based on 6-month level

2015-16 estimate
52,610
Acct. #67400 - Outside Printing/Media Duplication
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This item covers out of house printing. As of 03/31/15, $9,294 has been
expended. The 2014-2015 budget for essay answer books was reduced to
$0 as there is sufficient inventory on hand. Wait to re-order the answer
sheets until next fiscal year at the most cost effective rate. Part A MC
sheets were ordered in November 2014 and will cover the next two years.
No money was allotted for Part A MC sheets in 2015-16.
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Document
Essay Answer Books
Envelopes
Part A MC Sheets
Exam Surveys
Other
Total
Actual Budget
Spent
Revised
13-14 14-15 03/31/2015 14-15
2,400
2,585
0
0
12,195 14,280
5,623
12,000
3,648.
0
3,668
3,648
1,875
922
986
0
34
1,000
23
1,000
17,634
16,504 22,455
9,294
r 1 For next fiscal year, estimate 1.5% inflation increase in cost of essay
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answer books and other out-of-house printing.
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Anticipate 14% reduction in the number of envelopes needed due to

electronic communication through portal with applicants.
Document
Essay Answer Books
Envelopes
Part A MC Sheets
Exam Surveys
Other
Total
Number
Ordered
9,000
0
7,000
16,000
Next
Budget
15-16
Print
11/15
2,436
10,320
11/16
0
1,001
08/16
1,000
14,757
23
2014-15
2015-16 estimate
17,634

2014-15 estimate
87,455
2015-16
14,757
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ACCT. #69000 - REPAIRS & MAINTENANCE
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Acct. #69200 - Equipment Maintenance Contracts
Equipment
InserterIF older
+Stacker
Slicer
IBM Systemi
Maintenance (3 years)
Harland Technology
Grading Scanner
Phone System
Postage Machine
+Scale
+Stacker
Canon Scanners
DR6010C (5)
Canon Scanners
DR4010C (3)
Evolis Dualys3 Badge
Printer
Evolis Dualys3 Badge
Printer
Total
Date
Equipment
Purchased
Dec-11
Dec-11
Apr-07
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Budget
Paid as of Yet to be Estimate
2014-15 03/31/2015
paid
2015-16
1,480
1,451
0
1,473
100
98
0
100
452
0
452
459
Oct-14
6,297
5,703
Sep-10
Jun-14
May-15
May-15
May-15
602
0
0
0
0
602
0
0
0
0
0
0
0
0
0
611
1,200
1,502
0
0
Dec-10
Sep-10
May-11
Jul-13
0
8,932
0
7,854
452
5,346
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Maintenance contracts are maintained on critical use equipment: mailing

machines, copy machines, scanners, phone systems and printers. The
funding balance in depreciated equipment covers any unscheduled
replacement of equipment as needed.
Inserter/Folder and stacker: The current maintenance contract runs

December 2014 to November 2015. Plan on renewing the maintenance
contract in December 2015 for 2016 coverage. The maintenance contract
is held with Pitney Bowes.
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Mail slicer: The current maintenance agreement covers the period of

July 2014 to June 2015. Plan to renew in July 2015 for coverage period
of July 2015 to June 2016. The maintenance contract is held with A-1
Business Systems.
IBM System i: In October 2014, the board purchased a 3-year 24/7
maintenance agreement for the IBM System i. This maintenance
agreement enhances the maintenance agreement that comes with the
purchase of the IBM System i. The coverage period is October 2014 to
September 2017. Plan on renewing October 2017. The maintenance
contract is held with Itech Solutions.
Exam Grading Scanner:
The current maintenance contract runs
October 2014 to September 2015. Plan on renewing the maintenance
contract in October 2015 for 2015-16 coverage. The maintenance
contract is held with Harland Technology.
ESI Phone System: In June 2014 a new phone system was purchased
which included a 2-year maintenance agreement. The coverage period is
June 2014 to May 2916. The maintenance agreement covers parts and
labor for repair of the phone system. Plan to renew contract June 2016 for
June 2016-17 .coverage. The contract is held with CSU.
Postage machine, scale and stacker: The purchase of a new postage
machine is planned for May 2015 which will include a I-year
maintenance agreement. The coverage period will be May 2015 to April
2016 .. Plan to purchase a maintenance agreement May 2016 for fiscal
year 2016-17.
Canon Desktop Scanners: The maintenance contracts on the 8 Canon
desktop scanners were discontinued in the 2013-14 fiscal year. The cost of
the maintenance contracts has increased over the past few years and will
continue to increase with the age of the scanners. Currently the average
cost for each maintenance contract is $450, for a total of $3,600 annually.
There was routine maintenance and roller replacement on each of the 8
scanners this current fiscal year for a total cost of $1,789. Plan to not
renew maintenance contract for 2015-16.
Evolis Dualys3 Badge Printer #1: Printer came with a 3-year warranty.
An additional 3-year extended warranty was purchased for $647. The
warranty will expire in 4/2017. Renewal of the warranty will be reviewed
1 at that time.
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2014-15
2015-16
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2015-16
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Evolis Dualys3 Badge Printer #2: Printer came with a 2-year warranty.
An additional 3-year extended warranty was purchased for $500. The
warranty will expire in 7/2018. Renewal of the warranty will be reviewed
at that time.
Increase other annual contracts by inflation rate of 1.5% for next fiscal
year.
2014-15 decrease from 8,932 based on actuai
2015-16 estimate
8,306
5,346
Acct. #69300 - Equipment Repairs & Maintenance

This item covers repairs to equipment not covered by maintenance
contracts. Due to the age of the following equipment, it is more costly to
pay maintenance contracts than to pay for repairs or even replace the
equipment.
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$848
$1,449
2014-15 hold level

2015-16 estimate
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As of 03/31/15, $2,297 has been spent on the following:

Maintenance for 8 desk top scanners:
Postage Machine repair:
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4,000
4,000
2014-15 decrease from 12,932 based amortizing prepaid maintenance

2015-16 estimate
12,306
9,346
ACCT. #71000 -TRAVEL & SUBSISTENCE

This item also includes 2 weekend conferences for calibration of multiple
readers, NCBE conferences, CBAA meetings, training seminars, 2 Bar
Exami;nations, 10 Board meetings, and rental car expense to transport
materials to each Board meeting. The Board approved an increase in the
per diem rate from $40 a day to $65 a day as of May 2005. Through
03/31/15, total expenses are $168,152.
It is anticipated the board will increase its members from 15 to 18. For
this fiscal year, based on 6 month history, there is sufficient funds to cover
any additional travel. Increase next fiscal year to plan on travel expenses
for 18 members.
Year
11-12
12-13
13-14
*14-15
*15-16
Total
358,597
352,451
370,327
422,941
435,882
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6 Month
136,260
164,636
13J,694
168,152
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Board
Staff
Reader
Total
3/31/2015
113,441
43,230
11,481
168,152
2014-15
2015-16
422,941
2014-15 hold level

2015-16 estimate
----------
435,882
ACCT. #75100 - INTEREST EXPENSE

As of 03/31/15, $0 has been paid. The Board has no notes at this time.
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2015-16 estimate
----------
ACCT. #77000 - OFFICE FURNITURE AND EQUIPMENT
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This category includes all office furniture and equipment pilrchased. Acct.
#77500 Depreciated Equipment Reserve restricts working capital to ensure
funds available for equipment replacement.
Items already purchased this fiscal year. Items over $1,000 are capitalized
and depreciated.
Item Description
IBM Power 720 Hardware
IBM Power 720 Software
1 Savin Printer RPD
1 Lexmark Printer ATD
1 Lexmark Printer ATD
Total c~pitalized
Amount
$101,175
42,482
8,995
5,995
2,995
$161,642
Mail Cart
Digital Recorder
7 File Room Shelving Units
Misc Items
14 Board Member Tablets
$331
116
2,085
214
11,428
$14,173
Total Expensed
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Items not yet purchased for this fiscal year. Anticipate the following
purchases before end of current fiscal year of which $11,093 is for 3 work
stations, 3 phones and 3 chairs and 3 computers for the additional staff the
board approved in April 2015. Items over $1,000 are capitalized and
depreciated.
Item Description
1 Postage Machine
3 Work Stations
Total amount to be capitalized
10 Personal Computers
6 Personal Computer Monitors
4 Board Member Tablets
4 Tablet Sleeves
3 ESI Phones
3 Chairs
Misc Items
Total amount to be expensed
2014-15
2015-16
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Amount
11,551
6,071
$17,622
7,440
1,380
3,516
124
1,050
1,050
3,701
18,261
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Total amount to be capitalized for 2014-15 is $179,264. Total amount to

be expensed for 2014-15 is $32,434.
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Planned purchases for next fiscal year. Items over $1,000 are capitalized
and depreciated.
Item Description
2 A TD Desk Top Scanners
1 RPD Work Station
Fire Wall
Digital Credit Report License
2 A/C Condenser Units
Surveillance Camera/Video Equipment
Postage Machine Table
ANA Police & Court Address Database
Total to be capitalized
Amount
7,000
2,024
2,710
24,550
18,400
12,865
2,600
1,767
$71,916
15 Personal Computers
4 File Room Shelving Units
5 Replacement Chairs
ANA Rolling Cart
Misc. Items
Total to be expensed
11,160
1,260
1,750
250
6,000
$20,420
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Total amount to be capitalized for 2015-16 is $71,916. Total amount to be

expensed for 2015-16 is $20,420.
2014-15 for p,urchases as indicated above
32,434
20,420
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2014-15
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Acct. #77500 - Depreciated Equipment Reserve
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A depreciated equipment reserve fund in the amount of $SOK has been

established to cover the cost of replacing worn out equipment. This
reserve fund would cover items such as, the phone system, personal
computers, copiers and other necessary equipment.
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This is a paper entry only.
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Acct. #77510 - Equipment Disaster Contingency Reserve

A reserve fund in the amount of $550K has been established to cover the
cost ofreplacing the board's equipment in the event of a disaster.
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New equipment would include: (1) IBM mainframe computer, (55) Dell
fast track personal computers, copiers, scanners, printers, telephones and
other necessary equipment. This reserve would also cover office rental
space, if necessary. The replacement of this equipment will be
reimbursable through the board's insurance carrier, less the deductible of
$250. For further insurance information see account #81000.
ACCT. #78000 - OTHER CONTRACTUAL SERVICES
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Assistance at examination sites, stenographic services charged by special

investigators, and amounts paid for temporary employees hired to assist in
the office during filing deadlines are included in this category.
Acct. #78100 - Extra Assistance At Office
Temporary employees are hired for filing deadlines, to prepare for Bar
Examinations, temporary in-house projects, and when permanent
vacancies have not been filled timely. As of 03/31/15, $6,465 has been
spent.
Project
Scan/Archive/Cage &
File Room Project
Filing Deadline/CP
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Bar Examination
Total
Total Spent
$5,522
$0
$943
$6,465
For this fiscal year, extra assistance in the office was primarily used for
the scan and archive project of newly admitted attorney files and the reorgination of the inactive file shelves. The scan and archive project had to
be completed first in order to free up space to re-organize the inactive
shelves. These addtitional projects are anticipated to be complete in April
of2015.
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2015-16
2014-15
2015-16
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Anticipate additional expenditures of $3,535 for in-office bar exam

preparation and special projects. Estimate a total of $10,000 for next year.
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10,000
2014-15 hold level

2015-16 estimate
10,000
Acct. #78150 - Examination Contingency Reserve

A reserve fund in the amount of $300K has been established to cover the
cost of a makeup bar examination in the event a disaster would force a
delay in the administration of the bar examination. The reserve would
cover the cost of the MBE, a rented facility, and all expenses associated
with the site.
Acct. #78200 - Examination Assistance
This account includes expenses for test accommodations, including
consultant reports, monitors and court reporters, security guards,
fingerprint experts, ExamSoft licensing fees, site engineers, and site
engineer expenses.
As of 3/31/15, $111,620 was spent for examination assistance. The
expected expense for ExamSoft licensing fees and site engineers for 14-15
is approximately $219K. The licensing fee for the ExamSoft software will
increase by from $47.50 to $52.50 in 2016 which will cause an increase in.
expense in this area. These expenses are offset by Acct. #43110 as each
applicant who elects to use a laptop computer on the exam pays $125. For
15-16, $550K is expected income for laptop users while the expected
expense in this category is $243K. The remaining expenses covered by
the income from laptop users are included in account #82300.
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The $14K increase for 2015 is due in part to accounting for expenses in
this account previously accounted for in #82300.
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2014-15
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For current fiscal year, plan:

February 2015 (Actual)
Proctors and Security Guard Services
ExamSoft
Test Accommodations
Expert (Testing requests review)
Monitors
Court Reporters,
Additional testing site (as needed)
Total February 2015 (already expended)
21,763
71,164
15,550
8,798
6,212
540
0
108,477
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30,766
148,325
29,666
17,450
9,151
2,706
359
208,757
317,234
For next fiscal year plan:

February 2016
Proctors and. Security Guard Services
ExamSoft
Test Accommodations
Monitors
Court Reporters
Total February 2016
22,552
79,325
21,204
11,165
7,848
1,827
364
123,081
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July 2015 (Estimate)

ExamSoft
Test Accommodations
Monitors
Court Reporters
Total July 2015 (Estimate)
Total Planned Expenditures 2015
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July 2016
ExamSoft
Test Accommodations
Monitors
Court Reporters
Total July 2016
Total Planned Expenditures 2016
31,220
163,325
30,111
17~712
9,288
2,747
364
224,656
347,737
31
2015-16
2014-15
2015-16
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317,234

2015-t 6 estimate
347,737
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Acct. #78600 - Miscellaneous Contractual Services

Cost for services of various consultants who may be scheduled to meet
with the Board and various other contractual services including security at
Board hearings and outside agency to shred confidential materials. For
current year, decrease budget amount for consultants by $5,000. Increase
Shred It by $500 for a total of $2,000 for document destruction related to
the electronic scanning of the conditional admit files and Board Agendas,
Minutes, and litigation. Allocate $5,000 for the mentoring program. This
would cover booth rental, tent, banner and handouts.
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Budget
Spent
Revised
Current Year to Current
Year
Date
Year
5,000
10,000
0
Consultants
0
0
0
IT Consultant
2,000
1,500
1,505
Shred It
500
1,000
Board Meeting Security
5,000
5,000
1,712
Mentoring Program
3,000
3,000
0
Disaster Contingency
500
500
0
Other
16,000
21,000
3,217
Total
Total
Next
Year
10,000
10,000
1,500
1,000
5,000
3,000
500
31,000
For next' year, $10,000 is set aside for consultants, $10,000 for an IT
consultant; $1,500 to handle authorized document destruction, $1,000 for
security personnel at Board hearings, $5,000 for the mentoring program
which would cover booth rental, tent, banner and handouts, $3,000 for
ongoing maintenance for the overall disaster contingency plan, and $500
for other miscellaneous contractual services.
16,000
2014-15 hold level

2015-16 estimate
31,000
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Acct. #78610 - Consulting Reserve
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A reserve fund in the amount of $I OOK has been established to cover the
cost a consultant to review the boards practices and work flow.
This is a paper entry only

2014-15 estimate
343,234
388,737
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2014-15
2015-16
ACCT. #79000 - MEMORIALS AND AWARDS

Costs for plaques and certificates for retiring Board members, markers for
portraits and longevity, and special recognition awards for staff members.
As of 03/31/15, $3,520 has been expended. In order to reward staff
performance and longevity, an awards luncheon is planned. Anticipate the
following awards:
Current fiscal year awards anticipate:
1 Luncheon ( 4 7 employees, 15 Board members,
2 Court members and 1 Florida Bar representative)
3 Plaques and resolutions for retiring members and
1 chair plaque
Staff awards
Other miscellaneous. awards
Photogra,ghs, frames, and markers
Total
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2,500
2,000
3,000
800
1,000
9,300
Next fiscal year awards anticipate:

1 Luncheon (4 7 employees, 15 Board members,
2 Court members and 1 Florida Bar representative)
2 Plaques and resolutions for retiring members and
1 chair plaque
Staff awards
Other miscellaneous awards
Photo~a,ghs, frames, and' markers
Total
2,500
1,500
3,000
800
1,000
9,300
2014-15 hold level

2015-16 estimate
9,300
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ACCT. #80000-0FFICE MATERIALS AND SUPPLIES

Total Supplies:
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: 1
Year
11-12
12-13
13-14
*14-15
*15-16
Total 6 Month % of Total

41,012 19,597
47.78%
46,608 19,124
41.03%
40,577 22,440
55.30%
40,000 16,610
41.53%
40,000
Cases of Paper Purchased:

Year
11-12
12-13
13-14
*14-15
*15-16
Total
225
240
291
234
230
6Month
90
110
145
117
33
8,800
-----
2014-15
2015-16
Office materials and supplies, including paper and toner, are purchased
through State contracts whenever possible. If a contract is not available,
orders are placed with reliable local and out-of-town vendors who offer
10-40% discounts.
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Hold current year and next year level bas.ed on 6 month level the savings
of approximately $6,000 in toner purchases no longer needed. Toner is_
now included in the maintenance fee for all the Advanced Business
System printers.
2014-15 hold level

2015-16 estimate
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40,000
-----
40,000
ACCT. #81000 - INSURANCE EXPENSE

Acct. #81200 - Insurance and Surety
Hartford Life & Accident Insurance Company Board Member
Coverage
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Each member currently serving as a volunteer member is covered under

this policy. Each member has $100,000 in accident insurance coverage.
Board members are covered for any and all accideIJ.ts even if not on board
business. Death by natural causes (heart attack, cancer, etc.) is not
covered.
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Current renewal began 03/2014. Rate is good for next 3 years paid-each
year in March. Next renewal date is March 2017.
2014-15 hold level based on actual
2015-16 actual
827
827
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Unemployment Insurance
The board is self-insured and is required by law to pay claims approved by
the Agency for Workforce Innovation. Payment is made when a former
employee files a claim. As of March 2015, no claims have been made this
fiscal year and the total amount paid through 03/31/2015 is $0. Claims
paid in fiscal year 2013-14 were $0. This area is impossible to predict.
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2014-15 hold level

2015-16 estimate
5,000
5,000
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Worker's Compensation
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Staff is covered under the board's Workers' Compensation policy. This

policy provides disability and medical benefits for on-the-job or workrelated injuries along with survivor death benefits. Current year adjusted
premium is $6,820. For next fiscal year anticipate rates to increase 5%.
2014-15 increase from from 5,111 based on actual
2015-16 estimate
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6,820
7,161
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2014-15
2015-16
Blanket Bond
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For October 2015 renewal, increase coverage to $500,000 per occurrence

and increase rate 25%.
2014-15 decrease from 1,035 ba.Sed on actual
2015-16 increase based on coverage increase
827
1,034
Multi-Peril
Commercial Package, including umbrella coverage from 10/01/201409/30/2015.
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The blanket bond is carried on each staff and board member and provides
coverage to the board in the event of theft by staff and or board members.
The board is covered up to $325,000 per occurrence. Current policy is
effective 10/01/14 to 09/30/15.
Coverage on contents of Board's office $1,245,300, building $1,940,200,

$200,000 coverage for valuable papers and coverage for 2 exam sites/year.
The Tampa Convention Center requires $1,000,000 bodily injury and
property damage (combined single limit). The Board's current coverage
with the umbrella policy offering coverage at $2,000,000 exceeds the
requirements.
Building and contents (not including computers and equipment) deductible
for windstorm or hail is 4% of value or $127,420 maximum.
Building and contents (not including computers and equipment) deductible
for fire, lightning strike or vandalism is $1,000.
This policy also covers loss o.f business income for up to 12 months, i.e.
building rent due to a disaster; this policy would pay for it.
For next fiscal year, anticipate rate to increase .10%.
2015-16 estimate
11,252
12,377
Electronic Data Processing Equipment
1 This policy covers computer and office equipment at $352,456 and media,
j software - packaged and customized at $126,181, exclusive of data. This
provides for actual replacement cost whether replacement equipment is
purchased on State contracts or VPA or not. Also pays for extra expense
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associated with a loss of up to $25,000 (i.e .. technicians or leasing of
equipment until purchase can be made). The deductible is $250. For next
I l fiscal year, anticipate rate to increase 10%.
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2,938
2014-15 decrease from 3 ,215 based on actual

2015-16 estimate
3,231
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2014-15
2015-16
Directors and Officers Liability and Employment Practices Liability

Coverage
Coverage is to protect the Board and managers in the event of litigation by
bar applicants, job applicants, and employees. For next fiscal year,
anticipate rate to increase 15%.
2015-16 estimate
13,041

2015-16 estimate
40,705
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14,997
44,627
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Acct. #82000 - RENTAL EXPENSE

Acct. #82100 Meeting Rooms-Board Meetings
Year
11-12
12-13
13-14
*14-15
*15-16
Total 6 Month
16,044
3,100
8,891
16,035
14,496
4,099
17,594
5550
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As of 03/31/15, $5,550 has been spent. For current fiscal year, estimate an
expenditure of $12,044 for remaining Board meetings. Anticipate a slight
increase in meeting room expense over original budget due to
implementing Board Workload Committee's recommendation for regular
special hearing panels to clear the investigative hearing backlog. For next
fiscal year, 2015-16, estimate similar expense.
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2015-16 estimate
17,594
17,500
Acct. #82200 - Meeting Rooms-Readers
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2015-16 estimate
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1,000
1,000
Acct. #82300 - Exam Sites & Equipment

Other examination costs appear under Account #78200. Included in these
Exam Sites and Equipment are site rental, table rental ($21/table, since
February 2015), Tampa Convention Center security, photocopying
facilities, fingerprint re-inking, onsite electrical, onsite paramedic, video
surveillance, and metal detectors.
Costs in this category are increasing as the size of the examination grows
and as more applicants take advantage of the ExamSoft laptop computer
program.
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2014-15
2015-16
The average cost of electricity for applicants using laptops on the

examination (electrical outlets, power strips, labor) is approximately
$39.00 per applicant. This cost, is offset by income Acct. #43110 because
applicants using ExamSoft are req:uired to pay a $125 fee.
For the February 2015 examination, a few costs, but primarily electrical
costs were underestimated as were the required cash advances for
examination site rental rates for 2016.
A larger than expected number of applicants utilized their laptop
computers. These costs were offset by fees paid by the applicants as noted
above. Staff is planning for a larger than originally planned number of
laptop test takers in July 2015.
$18,470 was originally budgeted for cash advances for the examination
site rental rate in 2014-15. The actual amount required under the contracts
in this fiscal year will be a total of $37,835. The balance for the rental
rates will be smaller in 2015-2016 than originally planned.
This would normally be reflected in an increased budget for the current
fiscal year, however, cash advances are no longer being reported under
this account as these costs are realized in the exam site rental costs in the
fiscal year they are incurred and it is not necessary to report them as a
separate line item. Also, as noted in #78200, one specific exam related
expense is now being reported in that account instead of#82300.
For Current Fiscal Year:
02/15 Exam Site Rental
02/15 Other Rental Costs
Total for current fiscal year
Estimate
For Next Fiscal Year:

Total for next fiscal year
Estimate
Actual
45,500
105,648
28,375
189,697
369,220
Actual
46,900
105,914
30,100
192,527
375,441
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2015-16 estimate
375,441
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369,220
Acct. #82400 - Postage Meter Rental
For the first 7 months ofthis fiscal year, the meter rental cost was $80 per
month with Pitney Bowes. With the anticipated purchase of the new
Hassler mail machine in May 2015, the meter rental cost will be reduced
to $75 monthly for a total of $935 this fiscal year. Next fiscal year
estimate $75 per month for a total of$900 annually
37
2014-15
2014-15 decrease from 995 based on purchase of new machine

2015-16 estimate
2015-16
935
900
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Acct. #82500 - Dumpster Rental

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8 yard dumpster cost is $31/mo. or $372/year. Increase this expense by

inflation rate of 1.5% for next year.
2014-15 decrease from 380 based on 6 month level
2015-16 estimate
372
378
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Acct. #82600 - Truck/Van for Exam

For next fiscal year, increase 1.5% for inflation.
2015-16 estimate
3,200
3,248
Acct. #82700 - Computer Rental for Exam

2014-15 decrease from 2,000 based on actual
2015-16 computer rental reported in account 82300
0
0
Acct. #82800 - Video Equipment

2015-16 estimate
3,600
4,000

2015-16 estimate
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395,921
402,467
ACCT. #83000- BIDLDING AND GROUNDS

There are a number of individual items covered by this category.
Breakdown of expenditures appears below:
Acct.# 83110 - Building Alarm System
In March 2014, Sonitrol upgraded the 20-year old alarm system with
current technology at no cost to the board. The upgrade included: 1-base
panel, 2-access control modules, 2-security key pads, 16-audio sensors and
I-fire alarm communicator.
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In September 2014, Sonitrol recommended an upgrad to the following for

additional security: 4 additional audio sensors, upgrade 21smoke detectors
and add access control card readers to the electrical room and the
computer room.
For further additional security, plan on installing outside surveillance
camera/video system for a cost of $12,865 next fiscal year. This would
include 7 outside cameras, the licenses, and installation. This expense will
be capitalized. See account 77000 for detail. Monitoring fee would be an
additional fee of $65 per month beginning next fiscal year.

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2014-15
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2015-16
For 2014-15, plan to spend $3,752 on monitoring and reporting, $313 per
month.
For 2015-16, estimate $4,532 for monitoring and reporting, $378 per
month.
Annual testing and inspecting of the fire alarm system is due annually in
July. The estimated cost for the current year is $581. Estimate $590 for
next year based on inflation of 1.5%.
An additional $250 is planned this fiscal year and next for service calls not
covered by maintenance contract on the building alarm system.

2015-16 estimate
4,583
5,372
Acct. #83120 - Pest Control
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Annual service contracted for once-a-year spraying for insects and spiders
at $875. The contract includes spraying both interior and exterior of
building and 2 free callbacks. This contract will expire November 2015.
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Plan on renewing December 2015 with Paul's Pest Control. This contract
will cover quarterly spraying for insects and spiders for both interior and
exterior of building with unlimited call backs for $500 annually.
Previous contract for wildlife removal services expired December 2014.
Renewed annual service with Eagle Animal Control in January 2015 for
humane capture and removal of wildlife animals for both the interior and
exterior of the building and grounds at $1,200. The contract includes
unlimited capture and removal of squirrels, armadillos, opossums, snakes,
raccoons and other wildlife.
Total amount expended this year $2,200.
Plan on renewing both contracts next fiscal year for a total of $1, 700, a
savings of $675 over prior year.
2015-16 based on actual
2,200
1,700
Acct. #83130 - Janitorial Service

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Janitorial service consists of daily cleaning of the office and all janitorial
and restroom supplies as needed. Current janitorial company began
October 2007, monthly fee is $2,000. Anticipate monthly fee to hold level
for next fiscal year at $2,000.
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2014-15
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2015-16
Semi-annual cleaning fee increase for fiscal year 2010-11 from $2,500 to
$3,000, which includes floor striping and waxing, carpet cleaning, window
cleaning, pressure washing exterior of building, doors, side walks and
signs. Anticipate semi-annual cleaning fee to hold level for the fiscal year
at $3,000.
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30,000
2014-15 hold level

2015-16 estimate
30,000
Acct. #83140- Generator Service

With the purchase of the generator in January 2007, the first year monthly
service was included. In June 2008, an annual service agreement was
entered into for 5 years at a fixed amount of $3,055 per year ending June
2013. The vendor extended the same annual service agreement for
another 5 years at a fixed amount of $3,305 per year ending in January of
2019. Plan to negotiate a new agreement October 2018.
2014-15 hold level based on contract
2015-16 actual
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3,305
3,305
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Acct. #83150 - Air Conditioning Service

Year
11-12
12-13
13-14
*14-15
*15-16
Total 6Month
1,,150
1,997
1,150
9,800
22,285 11,197
23,700
27,700
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Environmental Maintenance
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Because of the importance to maintain a healthy building, the Board

engaged with a company in December 2005, which specialized in:
environmental maintenance for buildings and air conditioner units. The
cost of the environmental maintenance was $3,600 and included the initial
treatment of the ducts, cleaning of the coils, fans, removal and treatment
of any anti-microbial growth, and special anti-bacterial filters. It has been
suggested that
this
environmental
maintenance
be
done
approximatelyevery IO years. Next environmental maintenance planned
December 2015.
2014-15 hold level
2015-16 estimate
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Quarterly Maintenance:
The Board maintains a quarterly air conditioning and heating maintenance
service contract for the operation of the units which include: Replacement
of filters with high quality anti-microbial air handler filters, clean drain
lines, check defrost cycle and reverse valve operation, adjust air volume at
40
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4,000
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2014-15
air handler for maximum efficiency, check safety devices and electrical
connections for tightness, check blower belt wear tension alignment,
check for oil and refrigerant leaks, test electrical controls, check
refrigerant level and coil temperature, clean and check automatic controls,
check all wiring for loose connections and condition of insulation, check
supply voltage, amperage draw, and test safety shutoff response. Regular
quarterly maintenance will be $575 each quarter for a total of $2,300
annually.
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2014-15 hold level

2015-16 estimate
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Historical Replacement of Units:
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2015-16
2,300
2,300
February 2009, unit #6, a 1-ton system, the outside condenser was
replaced at a cost of $2,400.
March 2010, unit #3, a 5-ton system was replaced in its entirety (the inside
and outside units) at a cost of $7,200.
February 2014, unit #1, a 6-ton system was replace in its entirety (the
inside and outside units) at a cost of $9,200.
In May 2014, unit# 7 a 2-ton condenser was replaced at a cost of $4,800.
At the same time a 2-zone option was installed for this unit. A 2- zone
system will allow air to be controlled between the computer room, the
copy room and the phone closet at a cost of $4,600. These rooms must be
maintained at a temperature of 70 degrees due to the equipment in each of
these areas. This includes a 10-year warranty on the condenser and parts.
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Due to the age of the equipment, and the Florida code regulating the
replacement of A/C units, anticipate 2 units being replaced per year as
needed until all 7 units have been replaced at a cost of $9,200 for each
unit. If it is necessary to purchase new condensers, the equipment will be
capitalized. See account 77000 for detail.
Miscellaneous A/C Repairs:
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Miscellaneous repair costs are not included in the quarterly maintenance

cost. As of 03/31/2015, $0 has been spent on miscellaneous repairs. Plan
additional $3,000 for miscellaneous repairs for the remainder of this fiscal
year and $3,000 for next.
3,000
2014-15 hold level

2015-16 estimate
3,000
Acct. #83160 - Miscellaneous Repairs
This item includes annual termite inspection, electrical service calls, light
fixture repairs, lock repairs, plumbing service calls, annual roof
inspection, and other miscellaneous repairs and maintenance.
41
2014-15
2015-16
As of 03/31/15, a total of $7,460 has been spent on the following:

Plumbing repairs-$473; annual termite inspection-$360; renewal of
termite bond-$1,260; lighting fixture repairs-$443; roof repairs-$2,770;
east and west door repair-$662; touch up painting of the general counsels
offices-$475; data line dropped-$150; electrical service-$712 and
miscellaneous repairs-$157.
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For 2014-15, move $12,000 for interior painting of the building to 201516. Anticipate an additional $6,000 in miscellaneous repairs.
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For next fiscal year, estimate; $2,000 for roof repairs; $420 termite
inspection; $1,000 plumbing repairs and $2,000 for other miscellaneous
repairs. The interior of the building was last painted in 2004 and should
be painted approximately every 10 years. Plan $12,000 for interior
painting of the building in 2015-16.
2014-15 decrease from 16,360
2015-16 estimate
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13,460
17,420
Acct. #83170 - Utilities

Decrease current fiscal year based on 6-month level. For next fiscal year,
plan 1.5% increase for inflation. The estimate includes our 5% preferred
customer discount, which will continue through May 2016. Will need to
revisit/renew contract February 2016.
Year
11-12
12-13
13-14
*14-15
*15-16
Total 6Month
27,122 13,264
25,668 12,478
26,347 12,652
27,030 14,088
27,435
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27,030
2014-15 hold level

2015-16 estimate
27,4'.35
Acct. #83200 - Building/Grounds Maintenance Reserve

In 1985 the Board's auditors recommended that a reserve fund be
established that restricts working capital to ensure enough money is
retained in case unscheduled maintenance and repairs are required for the
building or grounds.
In 2008-09 the budget committee approved the balance of thi~ account not
to fall below $50k.
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2014-15
2015-16
Acct. #83300 - Grounds Maintenance Expense

Acct. #83310 - Lawn Care
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As of 03/31/15, $3,966 has been spent for lawn service including mowing,
edging, weeding, spraying weeds, general cleanup, fertilizer and bimonthly cleaning of the building gutters. Keeping the building gutters
clean on a bi-monthly basis helps ensure a dry building during heavy rains
and storms. For next year, increase by inflation rate of 1.5%.
2014-15 hold level
2015-16 estimate
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7,818
7,935
Acct. #83320 - Sprinkler System
As of 03/31/15, $0 has been expended for repairs to the sprinkler system.

For current fiscal year, plan on an additional $1,500 in repairs and
maintenance to the sprinkler system for the front lawn and flowerbeds. For
next fiscal year, plan on $1,500 for repairs and maintenance.
2014-15 hold level
2015-16 estimate
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1,500
Acct. #83330 - Backflow Devices
Annual testing of the backflow system is required by City of Tallahassee.

The board has 2 backflow systems that are tested each September. The
cost for each test is approximately $85. As of 03/31/2015, $0 has been
spent. For this year, plan $170 for the annual backflow testing. For next
fiscal year increase by inflation rate of 1.5%.
2014-15 decrease from 174 based on last year actual
2015-16 estimate
170
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Acct. #83350 - Landscaping
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As of 03/31/2015, $2,297 has been spent on general landscaping. Plan an

additional $4,703 for the remainder of the year. For next year, plan
$7,000 for general landscaping.
2014-15 hold level
2015-16 estimate
7,000
7,000
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Acct. #83360 - Parking Lot
Sealing and striping of the employee and visitor parking lots done every 3
years. Last done, April 2015 for a cost of $3,800. Next sealing and
striping of employee and visitor parking lots to be done in March 2018.
Add an additional $1,000 for asphalt repair in the event of heavy rain
washouts for next year.
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2014-15
2015-16 estimate
2015-16
3,800
1,000
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Acct. #83370 - Property Assessment Fee
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Funds are provided by all owners of the Eider Court Property Owners,
Association to pay association-related expenses. For this year, hold level
at $400, based on actual paid for 2015. Estimate $400 for next year.
Year
11-12
12-13
13-14
14-15
*15-16
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Dues Assessment Total

320
0
320
150
0
150
150
150
0
400
400
0
400
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2014-15 hold level

2015-16 estimate
400
400

2015-16 estimate
106,566
112,540
ACCT. #84000 - BOOKS 2 PAMPHLETS 2 PERIODICALS & DUES
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4,000
4,000
--ACCT. #85000 - MISCELLANEOUS & CONTINGENCY

Acct. #85100 - Bank Service Charges
This item covers all bank service charges and automatic payroll deposit
charge. As of 03/31/15, $2,240 has been spent. Hold current year level
based on actual at $5,000. For 2015-16, estimate $5,000.
2014-15 hold level
2015-16 estimate
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As of 3/31/2015 $1,391 has been spent. This item covers legal, computer,
management publications and other subscriptions and dues.
2014-15' hold level
2015-16 estimate
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5,000
5,000
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Acct. #85150 - Investment Portfolio Fees
This item covers the investment portfolio fees. As of 03/31/15, $15,005

has been spent. Estimate current year level based on actual at $30,000.
For 2015-16 year, estimate $33,000 based on increased portfolio.
30,000

2015-16 estimate
33,000
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Acct. #85200 - Contingencies

Fund set at $2,000 annually. As of 03/31/15, $0 has been expended.
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2014-15 hold level

2015-16 estimate
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Acct. #85300 - Miscellaneous Expense
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2015-16
2,000
2,000
This item covers other miscellaneous uncategorized expenditures. Fund

set at $500 annually. As of03/31/15, $0 has been expended.
2014-15 hold level
2015-16 estimate
500
500
2013-14 increase from 7,500 due to investment portfolio fees

2013-14 estimate
37,500
----
40,500
-----------ACCT. #24300 NON-EXPENSE RESERVE FUND - ACCRUED ANNUAL LEAVE
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FBBE 2015-16 Fiscal Year Budget

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FBBE 2015-16 Fiscal Year Budget

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jfloriba fjoarb of fjar <!

June 10, 2015

The Honorable R. Fred Lewis

Dear Justice Lewis:

June 10, 2015

COMMITTEE ON BUDGET AND EXPENSES

FLORIDA BOARD OF BAR EXAMINERS

2015-16 FISCAL YEAR BUDGET

COMMITTEE OF BUDGET AND EXPENSES

HISTORICAL DATA & NARRATIVE

Postponement of Hearing, Rules 3-22.3 & 3.23.5

SUMMARY OF RECOMMENDED BUDGET AND BUDGET HIGHLIGHTS

SALARIES AND STAFFING

Please see "Salaries" in Tab 2 for further detail.

CHART COMPARING WORKLOAD FOR 2007-2014

COST PER APPLICANT

COST/APPLICANT (Converter, Non-Registered Applicant & Practicing Attorney)

Plans for the Future

Consultant for Practices and Work Flow Reserve

Capital Expenditures 2015-16

RECAPITULATION FISCAL YEARS 2014-15 AND 2015-16

Less non-cash items

TOTAL CASH ASSETS, October 1, 2014

TOTAL ASSETS (9/30/14 Per Audit)

TOTAL ESTIMATED CASH ASSETS, September 30, 2015

LESS RESTRICTED RESERVES

TOTAL ESTIMATED CASH ASSETS LESS RESTRICTED RESERVES 2014-15

TOTAL ESTIMATED CASH ASSETS, Available Oct. 1, 2015

Plus Estimated Receipts, 2015-16 Budget Period

TOTAL ESTIMATED CASH ASSETS, Available September 30, 2016

LESS RESTRICTED RESERVES

Accrued Annual Leave Liability

*These numbers will change after the 2014-15 audit.

Income and Expense Summary

Salaries, Benefits & Taxes

FLORIDA BOARD OF BAR EXAMINERS

SunTrust Reserve Fund

SunTrust Long Term Fund

Total Operating Funds and Investments

Andrew McElroY. Ill

Assistant General Counsel

Director of Finance & HR

Senior Administrative Assistant

Lotus Notes Developer

RESEARCH PROCESSING DEPARTMENT

Senior Research Processor

Marv Beth Rudd

Senior Central Processor

Research Processor Intern

Calise Blackman ltermlnatedl

TOTAL FULL TIME SALARIES

Any variance increase or decrease is compared with the 2014-15

In the 2013-14 fiscal year, we received 90 additional registrants in the

A strong upward trend in student registrations was encountered from

'2014-15 decrease from 162,200 based on 6 month level

ACCT. #40210-CERTIFIED LEGAL INTERN RULE 11-1.3 (a)

History $75 Fee

2014-15 decrease from 8,025 based 6 month level

ACCT. #40300- REGISTRANTS RULE 2-26.1

2014-15 hold level

ACCT. #40710-CONVERTER FEE RULE 2-26.3

Converters ate law students who previously filed as student

The registrant rule change in 2008-09 created an influx in 1st year

2014-15 increase from 900,000 based on 6 month level