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AGENDA MEMORANDUM
Meeting Date: January 22, 2007
From: Ron Stock, City Manager
Subject: Budget Calendar for Fiscal Year 2007-08
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Staff Recommendation:
Staff recommends City Commission approval of the budget calendar for fiscal year 2007-08, which includes dates for the commission workshop meetings.
Analysis:
The first step in the budget process is to establish a calendar for fiscal year 2007-08. 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 2007, whichever is later, to certify the following:
1) the proposed millage rate for 2007,
2) rolled back millage rate for 2007, 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, the September 13th date may change. Staff has tentatively scheduled the first public hearing for September 13, 2007.
As indicated on the attached calendar, the budget work sessions, subject to approval and/or modification by the Commission, are scheduled as follows:
May 3rd – discuss the 10-year capital improvement plan 2007-17
May 21st – adopt the 10-year capital improvement plan 2007-17
July 9th – conduct a work session regarding proposed personnel
July 23rd – establish the 2008 millage rate
July 30th – conduct a work session regarding operating expenses
August 13th – optional work session
Options:
1. Approve the budget calendar, as presented, or
2. Approve the calendar as modified by the Commission.
Fiscal Impact:
None
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Department: __Finance Prepared by: __Bill Pfeilsticker______ Attachments: Yes__X__ No ______ Advertised: ____Not Required ______ Dates: __________________________ Newspapers: _________________________________ Revised 6/10/04 |
Reviewed by: Dept. Head ________ Finance Dept. __________________
Deputy C.M. ___________________ Submitted by: City Manager ______RS_____________ |
Account No. __________________ Project No. ___________________
WF No. ______________________ Budget ______________________
Available _____________________ |
CITY OF LEESBURG, FLORIDA
PROPOSED BUDGET CALENDAR
FISCAL YEAR 2007-08
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2007 DATE DAY |
RESPONSIBLE PARTY |
REQUIRED ACTIVITY |
REQUIREMENT REFERENCE |
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January 22, Monday |
City Commission |
Adopt budget calendar and goals for the fiscal year 2007-08 budget. |
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February 19, 3rd Monday |
Department Directors |
Submit Capital Improvement Plan forms and 10 Year Capital Improvement Plan |
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March 5, Monday |
Department Directors |
Submit updated organizational charts and requests for additions to or reclassifications of existing personnel to the Deputy Finance Director. |
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April 4, Wednesday |
Finance |
Distribute forms and instructions for use in preparation of the fiscal year 2007-08 budget requests to all departments and agencies funded by the City. |
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April 16, Monday
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Department Directors |
Deadline for submission of departmental goals and objectives statements and performance measures for fiscal year 2007-08 to the Deputy Finance Director. |
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April 20, Friday |
Civic Organizations |
Deadline for submission of budget requests for fiscal year 2006-06 to the Deputy Finance Director. |
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May 3, Thursday
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City Commission
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Commission Retreat - work session to discuss 10-Year Capital Improvement Plan 2007-17
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May 4, Friday |
Governmental Fund Department Directors |
Deadline for submission of budget requests for fiscal year 2007-08 to the Deputy Finance Director. |
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May 8-25 Tuesday-Friday
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City Manager
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Meet with governmental fund departments to discuss fiscal year 2007-08 budget requests, including goals and objectives.
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May 14, Monday |
Proprietary Fund Department Directors |
Deadline for submission of budget requests for fiscal year 2007-08 to the Deputy Finance Director. |
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May 14-16, Monday-Wednesday |
City Manager |
Meet with Civic Organizations to discuss funding requests for fiscal year 2007-08. (If Necessary) |
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May 21, Monday |
City Commission
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Adopt 10-year Capital Improvement Plan 2007-17.
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[wp1]May 29-June 1, Tuesday-Friday |
City Manager
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Meet with proprietary fund departments to discuss fiscal year 2007-08 budget requests, including goals and objectives. |
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On or before May 31, Thursday |
Property Appraiser |
Provide an estimate of 2007 total assessed values of nonexempt property for budget planning purposes. |
Section 200.065(7), Florida Statutes,
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June 15, Friday |
Finance Department |
Present complete budget to City Manager for review and analysis. |
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2007 DATE DAY |
RESPONSIBLE PARTY |
REQUIRED ACTIVITY |
REQUIREMENT REFERENCE |
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On or before June 30, Saturday
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Property Appraiser |
Submit 2007 certified taxable values to the City Commission. |
Section 193.023(1), Florida Statutes, Section 200.065 (1), Florida Statutes |
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July 6, Friday |
City Manager |
Present the tentative citywide and Community Redevelopment Agency budgets for fiscal year 2007-08 to the City Commission. |
Section 200.065(2)(a)2, Florida Statutes, Section 28 (g), Leesburg City Charter |
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Tentative July 9-1[wp2] 3 Any day[wp3] |
City Commission |
Conduct budget work session regarding proposed personnel for fiscal year 2007-08. |
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July 23, Monday |
City Commission |
Establish the maximum millage rate for fiscal year 2007-08. |
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July 30, Monday
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City Commission |
Conduct budget work session regarding operating expenses for fiscal year 2007-08. |
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No later than August 3, Friday |
City Commission |
Notify the Property Appraiser of: 1. The proposed millage rates for 2007; 2. The rolled back millage rates for 2007; 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, |
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August 13, Monday |
City Commission |
Adopt pay classification plan for fiscal year 2007-08. |
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August 13, [wp4] Monday |
City Commission |
If necessary, conduct budget work session for fiscal year 2007-08 budget. |
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No later than August 23, Thursday |
Property Appraiser |
Mail notices of proposed property taxes for 2007 to each taxpayer listed on the current year assessment roll. |
Section 200.065(2)(b), Florida Statutes, Section 200.069, Florida Statutes |
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September 10, Monday |
CRA Board |
Establish budget for Community Redevelopment Agencies. |
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September 13, Thursday |
City Commission |
Conduct public hearings to consider adoption of the tentative budgets and proposed millage rate for fiscal year 2007-08. All hearings must begin after 5:00 P.M. |
Section 166.241(3), Florida Statutes, Section 200.065(2)(c)-(e), Florida Statutes |
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September 21, Friday |
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 2007-08. |
Section 200.065(2)(d), Florida Statutes, Sections 200.065(3),(a),(b), and (h)‑(l), Florida Statutes |
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September 24, Monday |
City Commission |
Conduct public hearings to consider final adoption of the budgets and millage rate for fiscal year 2007-08. All hearings must begin after 5:00 P.M. |
Section 166.241(3), Florida Statutes, Section 200.065(2)(d), (e),Florida Statutes |
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October 26, Friday |
Finance Director |
Begin distribution of final budget documents. |
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