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Budget 101 - 02.08.18Budget 101 Roundtable Meeting February 9, 2018 Statute 166.241 Fiscal years, Budgets….. 1)…each municipality shall establish a fiscal year October 1 and ending September 30. 2)….Governing body shall adopt a budget each fiscal year… …it must be balanced…. …the adopted budget must show each fund… Charter for the City of Atlantic Beach 1)City Manager presents the budget to the City Commission Article 3 Sec. 23 (4) 2)City Commission Adopts the Budget Article 2 Sec. 9 (1) Changes to the Budget The city manager may at any time transfer any unencumbered appropriation balance, or portion thereof, between general classifications of expenditures within an office, department or agency. At the request of the city manager, the city commission by ordinance may at any time transfer any unencumbered appropriation balance, or portion thereof, from one office, department or agency to another office, department or agency. Article 7 Sec. 2-313 Different Fund Types 001 –General Fund 100 –199 Special Revenue Funds (Restricted use Grants and Trust Funds) 200 –299 Debt Service Funds 300 –399 Capital Project Funds 400 –499 Enterprise Funds (Water, Sewer, Sanitation, Storm water, Building) 600 –699 Pension Funds Assessed Property Value Exemptions Taxable Value Millage Rate Amount Atlantic Beach (17.769%)200,000 50,000 150,000 3.2285 484.2750 Jacksonville (44.863%)200,000 50,000 150,000 8.1512 1,222.6800 School (35.692%)200,000 50,000 150,000 6.4850 972.7500 FL Inland Navigation Dist. (.176%)200,000 50,000 150,000 0.0320 4.8000 Water Mgmt Dist. (1.499%)200,000 50,000 150,000 0.2724 40.8600 Gen Gov Voted 200,000 50,000 150,000 18.1691 2,725.37 Atlantic Beach (1/10th of Mil reduction)200,000 50,000 150,000 3.1285 469.2750 1/10th of a Mil Reduction $ 15.00 18.2313 18.1691 18.3062 18.9353 19.3545 17.8000 18.0000 18.2000 18.4000 18.6000 18.8000 19.0000 19.2000 19.4000 19.6000 19.8000 20.0000 Jacksonville Atlantic Beach Neptune Beach Jax Beach Town of Baldwin CITY OF ATLANTIC BEACH 2018 Total Millages General Fund Revenue Types of Revenue in the General Fund: Taxes $ 6,142,060 Licenses & Permits 910,856 Intergovernmental Revenues 1,970,840 Charges for Services 2,351,137 Fines & Forfeitures 124,926 Miscellaneous 189,389 Interfund Transfers 1,135,245 $ 12,824,453 Tree Protection Fund The Tree Protection Fund is a special revenue fund that was created to ensure compliance with Chapter 23 of the Code of Ordinances governing protected trees and landscaping requirements. Revenue includes contributions, donations and mitigation proceeds for tree removal and site clearings. Funds are used for planting trees within the City of Atlantic Beach. The projected fund balance at the end of FY 18 is $43,912. Convention Development Tax Fund •Often referred to as “Bed Tax Fund” because the revenue is a 2% fee on rental of living quarters. •The Convention Development Fund is a special revenue fund authorized to fund the acquisitions and development of municipal parks, lifeguard stations and/or athletic fields. Contributions to promote tourism in the beaches communities is also an approved use of these funds. •In FY18, the City budgeted $70,000 for beach walk overs and $90,000 for Lifeguard Station improvements. •The fund has a remaining fund balance of $260,629. Local Option Gas Tax Fund •The Local Option Gas Tax Fund is a special revenue fund that collects revenue from the City’s portion of the County Gas Tax Revenues. •Allowed usages: Capital outlay and maintenance for local roads and drainage systems. •In FY 18 this fund has $200,000 budgeted for paving, $150,000 for Street and Sidewalk Improvements. Additionally there is a transfer to the general fund of $232,000. •The fund has a remaining fund balance of $15,515. Half Cent Discretionary Sales Tax Fund •This fund is restricted to capital projects that are similar in nature to the Better Jacksonville Plan •Transportation •Environment / Quality of life •Targeted Economic Development •Public Facilities •In FY18, we have budgeted renovations to Russell Park ($168K), Jordan Park ($100K) and Veterans Park ($65,000). •The fund has a remaining fund balance of $508,209 Capital Improvement Fund The Capital Improvement Fund is utilized to keep track of projects that will take longer than one year. FY 18: The Capital Improvement Fund budgeted $100,000 for City Hall Improvements and $203,000 for a new enterprise resource planning software system (ERP). The Capital Improvement Fund doesn’t usually carry an unappropriated fund balance. Public Utilities Fund (Water/Sewer) The Public Utilities Fund is an enterprise fund used to operate the water and sewer services of the City. Revenue consists of a base charge ($8.97/$20.46) and volume charge on a monthly basis. The projected fund balance at the end of FY18 is $3,031,252. Sanitation Fund The Sanitation Fund is an enterprise fund used to operate the sanitation services of the City. Revenue is fee based. Residential garbage rate is $17.78 per month. (1x week garbage, recycling and yard waste collection) The projected fund balance at the end of FY18 is $266,637. Building Fund The Building Fund is an enterprise fund used to operate the building services of the City. Revenue is based on services provided. These include inspections, permitting etc. The projected fund balance at the end of FY18 is $400,070. Stormwater Fund The Stormwater Fund is an enterprise fund used to operate the stormwater services of the City. Revenue is fee based. Base charge is $8.39 per month. The projected fund balance at the end of FY18 is $706,807. Pension Funds The City of Atlantic Beach has two pension Funds (Police and General Employee)