AGENDA MEMORANDUM

Meeting Date:           February 14, 2011

 

From:                          Jay M. Evans, City Manager   

 

Subject:                      Budget Calendar for Fiscal Year 2011-12

 

Staff Recommendation:

Staff recommends City Commission approval of the budget calendar for fiscal year 2011-12, which includes dates for the commission workshop meetings.

 

Analysis:

The first step in the budget process is to establish a calendar for fiscal year 2011-12.  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 2011, whichever is later, to certify to following:

1)      the proposed millage rate for 2011,

2)      rolled back millage rate for 2011, 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 8, 2011.

 

As indicated on the attached calendar, the budget work sessions, subject to approval and/or modification by the Commission are scheduled as follows:

           

July-                18th, 26th, and 28th, budget/capital improvement plan workshops

            July 25th-         establish the 2011 millage rate

            August-            1st and 4th, 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:    2/9/2011 10:09 AM____

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 ______

 

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 2011-12

 

2011 DATE

DAY

RESPONSIBLE PARTY

REQUIRED

ACTIVITY

REQUIREMENT

REFERENCE

February 14,

Monday

City Commission

Adopt budget calendar and goals for the fiscal year 2011-12 budget

 

March 25,

Friday

City Manager

Distribute civic funding request forms

 

April 1,

Friday

Finance Department/ City Manager

Distribute forms and instructions for use in preparation of the fiscal year 2011-12 budget requests to all departments and agencies funded by the City

 

April 18,

Monday

Department Directors

Deadline for submission to the Budget Manager of departmental goals, objectives, statements and performance measures for fiscal year 2011-12

 

May 2,

Monday

Department Directors

Deadline for submission to the Budget Manager of budget requests for fiscal year 2011-12

 

May 10-27

Tuesday-

Friday

 

City Manager

 

 

Meet with governmental fund departments to discuss fiscal year 2011-12 budget requests, including goals and objectives

 

 

On or before

June 1,

Wednesday

Property Appraiser

Provide an estimate of 2011 total assessed values of nonexempt property for budget planning purposes

Section 200.065(7),

Florida Statutes,

 

June 1-6, Wednesday-Monday

City Manager

 

 

Meet with proprietary fund departments to discuss fiscal year 2011-12 budget requests, including goals and objectives

 

June 28,

Tuesday

Finance Department

Present the draft budget for fiscal year 2011-12 to the City Manager for review and analysis

 

On or before

July 1,

Friday

 

Property Appraiser

Submit 2011 certified taxable values to the City Commission

Section 193.023(1),

Florida Statutes,

Section 200.065 (1), Florida Statutes

July 12,

Tuesday

City Manager

Present the draft budget for fiscal year 2011-12 to the City Commission for review and analysis

Section 200.065(2)(a)2,

Florida Statutes,

Section 28 (g), Leesburg City Charter

Tentative

July 18       

Monday,

City Commission

Conduct budget/capital improvement plan work session regarding proposed budget/capital improvement plan for fiscal year 2011-12

July 25,

Monday

City Commission

Establish the maximum millage rate for fiscal year 2011-12

 

 

 

 

 


CITY OF LEESBURG, FLORIDA

 PROPOSED BUDGET CALENDAR

FISCAL YEAR 2011-12

2011 DATE

DAY

RESPONSIBLE PARTY

REQUIRED

ACTIVITY

REQUIREMENT

REFERENCE

Tentative

July 26 & 28,

Tuesday, Thursday

City Commission

Conduct budget/capital improvement plan work session regarding the proposed budget/capital improvement plan for fiscal year 2011-12

 

No later than

July 29,

Friday

City Commission

Notify the Property Appraiser of:

1.     The Proposed millage rates for 2011;

2.     The rolled back millage rates for 2011;

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 1 & 4

Monday,

Thursday

City Commission

If necessary, conduct budget/capital improvement plan work session regarding proposed budget/capital improvement plan for fiscal year 2011-12

 

No later than August 19,

Friday

Property Appraiser

Mail notices of proposed property taxes for 2011 to each taxpayer listed on the current year assessment roll

Section 200.065(2)(b),

Florida Statutes,

Section 200.069, Florida Statutes

September 8,

Thursday

City Commission

Conduct public hearings to consider adoption of the tentative budgets and proposed millage rate for fiscal year 2011-12.  All hearings must begin after 5:00 P.M

Section 166.241(3),

Florida Statutes,

Section 200.065(2)(c)-(e), Florida Statutes

September 12,

Monday

CRA Board

Establish budget for Community Redevelopment Agencies

September 22,

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 2011-12

Section 200.065(2)(d),

Florida Statutes,

Sections 200.065(3),(a),(b), and (h)‑(l), Florida Statutes

September 26,

Monday

City Commission

Conduct public hearings to consider final adoption of the budgets/capital improvement plan and millage rate for fiscal year 2011-12.  All hearings must begin after 5:00 P.M

Section 166.241(3), Florida Statutes,

Section 200.065(2)(d), (e),Florida Statutes

November

Finance Director

Begin distribution of final budget documents