AGENDA MEMORANDUM

Meeting Date:           January 9, 2012

 

From:                          Jay M. Evans, City Manager   

 

Subject:                      Budget Calendar for Fiscal Year 2012-13

 

Staff Recommendation:

Staff recommends City Commission approval of the budget calendar for fiscal year 2012-13, which includes dates for the commission workshop meetings.

 

Analysis:

The first step in the budget process is to establish a calendar for fiscal year 2012-13.  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 2012, whichever is later, to certify to following:

1)      the proposed millage rate for 2012,

2)      rolled back millage rate for 2012, 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 6, 2012.

 

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

           

July-                16th, 24th, and 26th, budget/capital improvement plan workshops

            July 23rd-         establish the 2012 millage rate

            July 30th-          budget/capital improvement plan workshop

 

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:    1/5/2012 1:47 PM____

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 2012-13

 

2012 DATE

DAY

RESPONSIBLE PARTY

REQUIRED

ACTIVITY

REQUIREMENT

REFERENCE

January 9,

Monday

City Commission

Adopt budget calendar and goals for the fiscal year 2012-13 budget

 

March 23,

Friday

City Manager

Distribute civic funding request forms

 

April 6,

Friday

Finance Department/ City Manager

Distribute forms and instructions for use in preparation of the fiscal year 2012-13 budget requests to all departments and agencies funded by the City

 

April 23,

Monday

Department Directors

Deadline for submission to the Budget Manager of departmental goals, objectives, statements and performance measures for fiscal year 2012-13

 

May 1,

Tuesday

Department Directors

Deadline for submission to the Budget Manager of budget requests for fiscal year 2012-13

 

May 8-25

Tuesday-

Friday

 

City Manager

 

 

Meet with governmental fund departments to discuss fiscal year 2012-13 budget requests, including goals and objectives

 

 

On or before

June 1,

Friday

Property Appraiser

Provide an estimate of 2012 total assessed values of nonexempt property for budget planning purposes

Section 200.065(7),

Florida Statutes,

 

June 4-8,

Monday-Friday

City Manager

 

 

Meet with proprietary fund departments to discuss fiscal year 2012-13 budget requests, including goals and objectives

 

June 28,

Thursday

Finance Department

Present the draft budget for fiscal year 2012-13 to the City Manager for review and analysis

 

June 29,

Friday

(On or before

July 1)

 

Property Appraiser

Submit 2012 certified taxable values to the City Commission

Section 193.023(1),

Florida Statutes,

Section 200.065 (1), Florida Statutes

July 6,

Friday

City Manager

Present the draft budget for fiscal year 2012-13 to the City Commission for review and analysis

Section 200.065(2)(a)2,

Florida Statutes,

Section 28 (g), Leesburg City Charter

Tentative

July 16       

Monday,

City Commission

Conduct budget/capital improvement plan work session regarding proposed budget/capital improvement plan for fiscal year 2012-13

July 23,

Monday

City Commission

Establish the maximum millage rate for fiscal year 2012-13

 

 

 

 

 


CITY OF LEESBURG, FLORIDA

 PROPOSED BUDGET CALENDAR

FISCAL YEAR 2012-13

 

2012 DATE

DAY

RESPONSIBLE PARTY

REQUIRED

ACTIVITY

REQUIREMENT

REFERENCE

Tentative

July 24 & 26,

Tuesday, Thursday

City Commission

Conduct budget/capital improvement plan work session regarding the proposed budget/capital improvement plan for fiscal year 2012-13

 

July 27,

Friday

(No later than

July 29)

City Commission

Notify the Property Appraiser of:

1.     The Proposed millage rates for 2012;

2.     The rolled back millage rates for 2012;

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

July 30,

Monday

City Commission

If necessary, conduct budget/capital improvement plan work session regarding proposed budget/capital improvement plan for fiscal year 2012-13

 

August 17,

Friday

(No later than August 19)

Property Appraiser

Mail notices of proposed property taxes for 2012 to each taxpayer listed on the current year assessment roll

Section 200.065(2)(b),

Florida Statutes,

Section 200.069, Florida Statutes

September 6,

Thursday

City Commission

Conduct public hearings to consider adoption of the tentative budgets and proposed millage rate for fiscal year 2012-13.  All hearings must begin after 5:00 P.M

Section 166.241(3),

Florida Statutes,

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

September 10,

Monday

CRA Board

Establish budget for Community Redevelopment Agencies

September 20,

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 2012-13

Section 200.065(2)(d),

Florida Statutes,

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

September 24,

Monday

City Commission

Conduct public hearings to consider final adoption of the budgets/capital improvement plan and millage rate for fiscal year 2012-13.  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