††††††††††††††††††††††††††††

AGENDA MEMORANDUM

 

 

Meeting Date:†††††††††† January 28, 2008

 

From:††††††††††††††††††††††††† Jay Evans, City Manager††††††††

†††††††††††††††††††††††

Subject:††††††††††††††††††††† Budget Calendar for Fiscal Year 2008-09††††††

 

 

Staff Recommendation:

Staff recommends City Commission approval of the budget calendar for fiscal year 2008-09, which includes dates for the commission workshop meetings.

 

Analysis:

The first step in the budget process is to establish a calendar for fiscal year 2008-09.† 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 2008, whichever is later, to certify to following:

1)      the proposed millage rate for 2008,

2)      rolled back millage rate for 2008, 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 11, 2008.

 

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

††††††††††† April 24th- †††††† discuss the 10-year capital improvement plan 2008-18

††††††††††† May 27th - †††††† adopt the 10-year capital improvement plan 2008-18

††††††††††† July-†††††††††††††††† 15th, 17th, 22nd, 24th, 29th, and 31st budget workshops

††††††††††† July 28th- †††††††† establish the 2008 millage rate

††††††††††† August 4th-†††††† Budget 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:††† 1/24/2008 2:02 PM____

 

Department: ______________________

Prepared by:† ______________________†††††††††††††† †††††††

Attachments: ††††††††Yes____†† No ______

Advertised:†† ____Not Required ______†††††††††††††††††††††

Dates:†† __________________________†††††††††††††††††††††

Attorney Review :†††††† Yes___† No ____

††††††††††††††††††††††††††††††††††††††††††††††††

_________________________________†††††††††††

Revised 6/10/04

 

Reviewed by: Dept. Head ________

 

Finance †Dept. __________________†††††††††††††††††††††††††††††††††††

††††††††††††††††††††††††††††

Deputy C.M. ___________________††††††††††††† †††††††††††††††††††††††††††††††††††††††††††††††††††††††††

Submitted by:

City Manager ___________________

 

Account No. _________________

 

Project No. ___________________

 

WF No. ______________________

 

Budget† ______________________

 

Available _____________________


CITY OF LEESBURG, FLORIDA

†PROPOSED BUDGET CALENDAR

FISCAL YEAR 2008-09

2008 DATE

DAY

RESPONSIBLE PARTY

REQUIRED

ACTIVITY

REQUIREMENT

REFERENCE

January 28,

Monday

City Commission

Adopt budget calendar and goals for the fiscal year 2008-09 budget

 

February 18,

3rd Monday

Department Directors

Submit Capital Improvement Plan forms and 10 Year Capital Improvement Plan

 

March 3,

Monday

Department Directors

Submit updated organizational charts and requests for additions and or reclassifications of existing personnel to the Budget Manager

 

March 28,

Friday

City Manager

Distribute civic funding request forms

 

April 4,†††††††

Friday

City Manager

Distribute forms and instructions for use in preparation of the fiscal year 2008-09 budget requests to all departments and agencies funded by the City

 

April 14,†††

Monday

City Commission

Adopt pay classification plan for fiscal year 2008-09

 

April 21,

Monday

 

Department Directors

Deadline for submission to the Budget Manager of departmental goals, objectives, statements and performance measures for fiscal year 2008-09

 

April 24,

Thursday

City Commission

 

Commission workshop to discuss 10-Year Capital Improvement Plan 2008-18

 

April 25,

Friday

Civic Organizations

Deadline for submission to the City Managersí office budget requests for fiscal year 2008-09

 

May 5,

Monday

Department Directors

Deadline for submission to the Budget Manager of budget requests for fiscal year 2008-09

 

May 13-30

Tuesday-

Friday

 

City Manager

 

 

Meet with governmental fund departments to discuss fiscal year 2008-09 budget requests, including goals and objectives

 

 

May 19-21,

Monday-Wednesday

City Manager

Meet with Civic Organizations to discuss funding requests for fiscal year 2008-09

 

May 27,

Tuesday

City Commission

 

Adopt 10-year Capital Improvement Plan 2008-18

 

 

On or before

May 30,

Friday

Property Appraiser

Provide an estimate of 2008 total assessed values of nonexempt property for budget planning purposes

Section 200.065(7),

Florida Statutes,

 

June 4-9, Wednesday-Monday

City Manager

 

 

Meet with proprietary fund departments to discuss fiscal year 2008-09 budget requests, including goals and objectives

 

June 20,

Friday

Finance Department

Present complete budget to City Manager for review and analysis

 

On or before

June 30,

Monday

 

Property Appraiser

Submit 2008 certified taxable values to the City Commission

Section 193.023(1),

Florida Statutes,

Section 200.065 (1), Florida Statutes

 

 

CITY OF LEESBURG, FLORIDA

†PROPOSED BUDGET CALENDAR

FISCAL YEAR 2008-09

2008 DATE

DAY

RESPONSIBLE PARTY

REQUIRED

ACTIVITY

REQUIREMENT

REFERENCE

July 3,

Thursday

City Manager

Present the draft budget for fiscal year 2008-09 to the City Commission

Section 200.065(2)(a)2,

Florida Statutes,

Section 28 (g), Leesburg City Charter

Tentative

July 15 &17,

Tuesday, Thursday

City Commission

Conduct budget work session regarding proposed budget for fiscal year 2008-09

 

Tentative

July 22 & 24,††††

Tuesday, Thursday

City Commission

Conduct budget work session regarding proposed budget for fiscal year 2008-09

 

July 28,

Monday

 

City Commission

Establish the maximum millage rate for fiscal year 2008-09

 

Tentative

July 29 & 31,

Tuesday, Thursday

City Commission

Conduct budget work session regarding proposed budget for fiscal year 2008-09

 

No later than August 1,

Friday

City Commission

Notify the Property Appraiser of:

1.       The Proposed millage rates for 2008;

2.       The rolled back millage rates for 2008;

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 4,

Monday

City Commission

If necessary, conduct budget work session for fiscal year 2008-09 budget

 

No later than August 22,

Friday

Property Appraiser

Mail notices of proposed property taxes for 2008 to each taxpayer listed on the current year assessment roll

Section 200.065(2)(b),

Florida Statutes,

Section 200.069, Florida Statutes

September 8,

Monday

CRA Board

Establish budget for Community Redevelopment Agencies

 

September 11,

Thursday

City Commission

Conduct public hearings to consider adoption of the tentative budgets and proposed millage rate for fiscal year 2008-09.† All hearings must begin after 5:00 P.M

Section 166.241(3),

Florida Statutes,

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

September 19,

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 2008-09

Section 200.065(2)(d),

Florida Statutes,

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

September 22,

Monday

City Commission

Conduct public hearings to consider final adoption of the budgets and millage rate for fiscal year 2008-09.† All hearings must begin after 5:00 P.M

Section 166.241(3), Florida Statutes,

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

October 24,

Friday

Finance Director

Begin distribution of final budget documents