AGENDA MEMORANDUM
Meeting Date: February 8, 2010
From: Jay M. Evans, City Manager
Subject: Budget Calendar for Fiscal Year 2010-11
Staff Recommendation:
Staff recommends City Commission approval of the budget calendar for fiscal year 2010-11, which includes dates for the commission workshop meetings.
Analysis:
The first step in the budget process is to establish a calendar for fiscal year 2010-11. By law, the City is allowed 45 days from July 1st or the date the Property Appraiser notifies the City Commission of the certified taxable values for 2010, whichever is later, to certify to following:
1) the proposed millage rate for 2010,
2) rolled back millage rate for 2010, and
3) the date, time, and place of the public hearing to consider the proposed millage rate and tentative budget.
Since the City is not allowed to hold a public hearing on the same date as Lake County or the Lake County School Board, Staff has tentatively scheduled the first public hearing for September 9, 2010.
As indicated on the attached calendar, the budget work sessions, subject to approval and/or modification by the Commission are scheduled as follows:
July- 13th, 15th, 19th, 27th, and 29th, budget/capital improvement plan workshops
July 26th- establish the 2010 millage rate
August- 2nd and 5th, budget/capital improvement plan workshops
Options:
1. Approve the budget calendar, as presented, or
2. Approve the calendar as modified by the commission
Fiscal Impact:
None
Submission Date and Time: 2/4/2010 10:46 AM____
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Department: _____Finance____________ Prepared by: ____Brandy McDAniel___ Attachments: Yes____ No ______ Advertised: ____Not Required ______ Dates: __________________________ Attorney Review : Yes___ No ____
_________________________________ Revised 6/10/04 |
Reviewed by: Dept. Head ___JB___
Finance Dept. _____________JB___
Deputy C.M. ___________________ Submitted by: City Manager ___________________ |
Account No. _________________
Project No. ___________________
WF No. ______________________
Budget ______________________
Available _____________________ |
CITY OF LEESBURG, FLORIDA
PROPOSED BUDGET CALENDAR
FISCAL YEAR 2010-11
|
2010 DATE DAY |
RESPONSIBLE PARTY |
REQUIRED ACTIVITY |
REQUIREMENT REFERENCE |
|
February 8, Monday |
City Commission |
Adopt budget calendar and goals for the fiscal year 2010-11 budget |
|
|
March 1, Monday |
Department Directors |
Submit updated organizational charts and requests for additions and or reclassifications of existing personnel to the Budget Manager |
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|
March 26, Friday |
City Manager |
Distribute civic funding request forms |
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|
April 2, Friday |
Finance Department/ City Manager |
Distribute forms and instructions for use in preparation of the fiscal year 2010-11 budget requests to all departments and agencies funded by the City |
|
|
April 19, Monday
|
Department Directors |
Deadline for submission to the Budget Manager of departmental goals, objectives, statements and performance measures for fiscal year 2010-11 |
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|
May 3, Monday |
Department Directors |
Deadline for submission to the Budget Manager of budget requests for fiscal year 2010-11 |
|
|
May 11-28 Tuesday- Friday
|
City Manager
|
Meet with governmental fund departments to discuss fiscal year 2010-11 budget requests, including goals and objectives
|
|
|
On or before June 1, Tuesday |
Property Appraiser |
Provide an estimate of 2010 total assessed values of nonexempt property for budget planning purposes |
Section 200.065(7), Florida Statutes,
|
|
June 2-7, Wednesday-Monday |
City Manager
|
Meet with proprietary fund departments to discuss fiscal year 2010-11 budget requests, including goals and objectives |
|
|
June 18, Friday |
Finance Department |
Present the draft budget for fiscal year 2010-11 to the City Manager for review and analysis |
|
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On or before July 1, Thursday
|
Property Appraiser |
Submit 2010 certified taxable values to the City Commission |
Section 193.023(1), Florida Statutes, Section 200.065 (1), Florida Statutes |
|
July 1, Thursday |
City Manager |
Present the draft budget for fiscal year 2010-11 to the City Commission for review and analysis |
Section 200.065(2)(a)2, Florida Statutes, Section 28 (g), Leesburg City Charter |
|
Tentative July 13 &15, Tuesday, Thursday |
City Commission |
Conduct budget/capital improvement plan work session regarding proposed budget/capital improvement plan for fiscal year 2010-11 |
|
|
Tentative July 19 Monday, |
City Commission |
Conduct budget/capital improvement plan work session regarding proposed budget/capital improvement plan for fiscal year 2010-11 |
CITY OF LEESBURG, FLORIDA
PROPOSED BUDGET CALENDAR
FISCAL YEAR 2010-11
|
2010 DATE DAY |
RESPONSIBLE PARTY |
REQUIRED ACTIVITY |
REQUIREMENT REFERENCE |
|
July 26, Monday
|
City Commission |
Establish the maximum millage rate for fiscal year 2010-11 |
|
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Tentative July 27 & 29, Tuesday, Thursday |
City Commission |
Conduct budget/capital improvement plan work session regarding the proposed budget/capital improvement plan for fiscal year 2010-11 |
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No later than July 30, Friday |
City Commission |
Notify the Property Appraiser of: 1. The Proposed millage rates for 2010; 2. The rolled back millage rates for 2010; 3. The date, time, and place of the public hearings to consider the proposed millage rates and tentative budgets |
Section 200.065(2)(b), Florida Statutes, |
|
Tentative August 2 & 5 Monday, Thursday |
City Commission |
If necessary, conduct budget/capital improvement plan work session regarding proposed budget/capital improvement plan for fiscal year 2010-11 |
|
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No later than August 20, Friday |
Property Appraiser |
Mail notices of proposed property taxes for 2010 to each taxpayer listed on the current year assessment roll |
Section 200.065(2)(b), Florida Statutes, Section 200.069, Florida Statutes |
|
September 9, Thursday |
City Commission |
Conduct public hearings to consider adoption of the tentative budgets and proposed millage rate for fiscal year 2010-11. All hearings must begin after 5:00 P.M |
Section 166.241(3), Florida Statutes, Section 200.065(2)(c)-(e), Florida Statutes |
|
September 13, Monday |
CRA Board |
Establish budget for Community Redevelopment Agencies |
|
|
September 23, Thursday |
Finance Director |
Advertise public hearings to consider final adoption of the budgets, increases in property taxes and operating expenditures (if applicable), and adoption of millage rate for fiscal year 2010-11 |
Section 200.065(2)(d), Florida Statutes, Sections 200.065(3),(a),(b), and (h)‑(l), Florida Statutes |
|
September 27, Monday |
City Commission |
Conduct public hearings to consider final adoption of the budgets/capital improvement plan and millage rate for fiscal year 2010-11. All hearings must begin after 5:00 P.M |
Section 166.241(3), Florida Statutes, Section 200.065(2)(d), (e),Florida Statutes |
|
October 25, Monday |
Finance Director |
Begin distribution of final budget documents |
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