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09-08-2020 First Budget Hearing AgendaCity Commission Enid Weisman, Mayor Howard Weinberg, Vice Mayor Denise Landman, Commissioner Dr. Linda Marrs, Commissioner Gladys Mezrahi, Commissioner Marc Narotsky, Commissioner Robert Shelley, Commissioner C✓ � ad 5'ec; City Manager Ronald J. Wasson City Clerk Elllisa L. Horvath, MMC City Attorney Weiss Scrota Hellman Cole & Bierman CITY COMMISSION FIRST BUDGET HEARING AGENDA SEPTEMBER 8, 2020 6:00 p.m. Via Virtual Communications Media Technology This meeting shall be held via virtual communications media technology enabled by the Governor's Executive Order 2020-69, extended through Executive Orders 20-112, 20-123, 20- 139, 20-150, 20-179, and 20-193. Because of COVID-19, and the need to ensure the public health, safety and welfare, this meeting will be conducted remotely via Zoom. Due to the on -going state of emergency and the recommendations from all public health authorities, the City of Aventura recommends that all persons view and participate in the meeting through electronic means. Members of the public wishing to access the meeting, please do so as follows: Join the Zoom Meeting from your computer, tablet, or smartphone at: Zoom.us/join Meeting ID: 815 8808 9248 You can also dial in using your phone to the any of the following numbers: +1 312 626 6799 US (Chicago) +1 929 205 6099 US (New York) +1 346 248 7799 US (Houston) +1 669 900 6833 US (San Jose) +1 253 215 8782 US +1 301 715 8592 US Meeting ID: 815 8808 9248 Members of the public will be able to provide comments via audio when directed by the Mayor to do so. Please tap the screen on your cellphone or tablet, or move your mouse on your computer, to view an option to raise your hand. Tap or click on the "raise hand" icon displayed to raise your hand to speak. Callers must press *9 to raise your hand to speak. The City Clerk will notify the Mayor there are public comments and will notify you when it is your turn to speak by turning your microphone on. Speakers will be provided three minutes to provide comments. Comments can also be provided via email to the City Clerk at cityclerk@cityofaventura.com by September 7, 2020 at 6:00 p.m. Comments received will be provided to the City Commission. Please list the item you are providing a comment for in your email. City ConHnission ]Enid Weisman, Mayor Howard Weinberg, Vice Mayor Denise Landman, Commissioner Dr. Linda Marlys, Commissioner Gladys Mezrahi, Commissioner Marc Narotsky, Commissioner Robert Shelley, Commissioner City Manager Ronald J. Wasson City Clerk ]Ellllisa L. Horvath, MMC City Attorney Weiss Scrota Heltman Cole & Bierman CITY COMMISSION FIRST BUDGET HEARING AGENDA SEPTEMBER 8, 2020 6:00 p.m. Via Virtual Communications Media Technology CALL TO ORDER\ROLL CALL 2. PLEDGE OF ALLEGIANCE 3. PUBLIC HEARINGS: ORDINANCES: FIRST READING - 2020/2021 BUDGET A. AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ESTABLISHING AND ADOPTING THE CITY OF AVENTURA AD VALOREM TAX OPERATING MILLAGE LEVY RATE AT 1.7261 MILLS PER THOUSAND DOLLARS OF TAXABLE ASSESSED PROPERTY VALUE, WHICH AS A PERCENT (%) CHANGE OF ROLLED -BACK RATE OF 1.7472 MILLS IS -1.21% COMPUTED PURSUANT TO STATE LAW, FOR THE 2020 TAX YEAR; PROVIDING FOR CONFLICTS; PROVIDING FOR SEVERABILITY; AND PROVIDING FOR AN EFFECTIVE DATE. B. AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ADOPTING THE ATTACHED TENTATIVE OPERATING AND CAPITAL BUDGET, AS REVIEWED AND APPROVED BY THE CITY COMMISSION AT THE REVIEW MEETING HELD ON JULY 16, 2020 AS THE CITY OF AVENTURA FINAL BUDGET FOR THE 2020/2021 FISCAL YEAR, PURSUANT TO SECTION 4.05 OF THE CITY CHARTER; AUTHORIZING EXPENDITURE OF FUNDS ESTABLISHED BY THE BUDGET; PROVIDING FOR BUDGETARY CONTROL; PROVIDING FOR PERSONNEL AUTHORIZATION; PROVIDING FOR GIFTS AND GRANTS; PROVIDING FOR AMENDMENTS; PROVIDING FOR PROCEDURES REGARDING ENCUMBRANCES AND THE RE -APPROPRIATION OF UNEXPENDED CAPITAL APPROPRIATIONS; ESTABLISHING THE COMMITTED FUND BALANCE FOR CAPITAL RESERVE; PROVIDING FOR SEVERABILITY; AND PROVIDING FOR AN EFFECTIVE DATE. 4. ADJOURNMENT This meeting is open to the public. In accordance with the Americans with Disabilities Act of 1990, all persons who are disabled and who need special accommodations to participate in this meeting because of that disability should contact the Office of the City Clerk, (305) 466-8901 or cityclerk@cityofaventura.com, not later than two days prior to such proceedings. One or more members of the City of Aventura Advisory Boards may participate in the meeting. Anyone wishing to appeal any decision made by the Aventura City Commission with respect to any matter considered at such meeting or hearing will need a record of the proceedings and, for such purpose, may need to ensure that a verbatim record of the proceedings is made, which record includes the testimony and evidence upon which the appeal is to be based. Agenda items are available online at cityofaventura.com for viewing and printing, or may be requested through the Office of the City Clerk at (305) 466-8901 or cityclerk@cityofaventura.com. CITY OF "ENTURA OFFICE OF THE CITY MANAGER MEMORANDUM TO: City Commission FROM: Ronald J. Wasson, City Manager (-4L 14 BY: Brian K. Raducci, Assistant City Manager — Finance and Administration DATE: September 4, 2020 SUBJECT: Ordinance Adopting Ad Valorem Tax Rate for Fiscal Year 2020/21 1' Reading September 8, 2020 City Commission Meeting Agenda Item 3A 2nd Reading September 16, 2020 City Commission Meeting Agenda Item Attached for your approval is an Ordinance adopting the ad valorem tax rate for fiscal year 2020/21. RECOMMENDATION It is recommended that the City Commission adopt a millage rate of 1.7261 for fiscal year 2020/21. This rate includes no increase over the prior year and will generate $17,300,195 based on an assessed value of $10,550,216,874. If you have any questions, please feel free to contact me. Uyw� MIT, TO in ORDINANCE NO. 2020- AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ESTABLISHING AND ADOPTING THE CITY OF AVENTURA AD VALOREM TAX OPERATING MILLAGE LEVY RATE AT 1.7261 MILLS PER THOUSAND DOLLARS OF TAXABLE ASSESSED PROPERTY VALUE, WHICH AS A PERCENT (%) CHANGE OF ROLLED -BACK RATE OF 1.7472 MILLS IS -1.21% COMPUTED PURSUANT TO STATE LAW, FOR THE 2020 TAX YEAR; PROVIDING FOR CONFLICTS; PROVIDING FOR SEVERABILITY; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the Miami -Dade County Property Appraiser has certified a Tax Assessment Roll for the year 2020 which includes the assessment for the City of Aventura; and WHEREAS, the City Commission and the City Manager of the City of Aventura have reviewed the 2020/2021 fiscal year budget for the various operating departments of the City and the means of financing said budget; and WHEREAS, the City Commission has considered an estimate of the necessary expenditures contemplated for the fiscal year ensuing, and has determined that the levy set forth herein below shall provide a portion of the necessary funds for said expenditures. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, AS FOLLOWS THAT: Section 1. The City Commission does hereby establish and adopt the City of Aventura Ad Valorem Tax Operating Millage Levy Rate of 1.7261 mills for the 2020 tax year, or $1.7261 per thousand dollars of taxable assessed property value. Said rate as a percent (%) change of rolled -back rate of 1.7472 mills is -1.21 %. Section 2. The Miami -Dade County Tax Collector is hereby directed to proceed with the collection and enforcement of the taxes levied herein as authorized by State and County law. Section 3. All ordinances or parts of ordinances, resolutions or parts of resolutions in conflict herewith are hereby repealed to the extent of such conflict. Section 4. Severability. The provisions of this Ordinance are declared to be severable and if any section, sentence, clause or phrase of this Ordinance shall for any City of Aventura Ordinance No. 2020- reason be held to be invalid or unconstitutional, such decision shall not affect the validity of the remaining sections, sentences, clauses, and phrases of this Ordinance but they shall remain in effect, it being the legislative intent that this Ordinance shall stand notwithstanding the invalidity of any part. Section 5. Effective Date. This Ordinance shall be effective immediately upon adoption on second reading. The foregoing Ordinance was offered by Commissioner who moved its adoption on first reading. The motion was seconded by Commissioner and, upon being put to a vote, the vote was as follows: Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Gladys Mezrahi Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Howard Weinberg Mayor Enid Weisman The foregoing Ordinance was offered by Commissioner , who moved its adoption on second reading. This motion was seconded by Commissioner , and upon being put to a vote, the vote was as follows: Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Gladys Mezrahi Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Howard Weinberg Mayor Enid Weisman Page 2 of 3 City of Aventura Ordinance No. 2020- PASSED on first reading this 8t" day of September, 2020. PASSED AND ADOPTED on second reading this 16t" day of September, 2020. ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVATH, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY Page 3 of 3 CITY OF "ENTURA OFFICE OF THE CITY MANAGER MEMORANDUM TO: City Commission FROM: Ronald J. Wasson, City Manager (-4L BY: Brian K. Raducci, Assistant City Manager — Finance and Administration 1411 DATE: September 4, 2020 SUBJECT: Ordinance Adopting 2020/2021 Operating and Capital Budget V Reading September 8, 2020 City Commission Meeting Agenda Item 3B 2nd Reading September 16, 2020 City Commission Meeting Agenda Item Attached for your consideration is an Ordinance, that adopts the tentative Operating and Capital Budget for fiscal year 2020/2021 that was reviewed and approved by the City Commission at the July 16, 2020 budget review meeting. At that meeting, the City Commission recommended and approved the adjustment that is outlined in the first bullet below. In addition, as more current information has become available, the Administration has made the adjustment that is outlined in the second bullet below. • As recommended and approved by the City Commission, the October 1, 2020 salary increase for General Employees has been increased from 2% to 3%, resulting in a net increase to the General Fund budget of $86,257. • In light of additional information that has become available since the budget review meeting, the Administration has reduced the original proposed Intersection Safety Camera Program Revenue by $135,000 (from $1,635,000 to $1,500,000). Both of the adjustments mentioned above were offset by corresponding increases in the General Fund budgeted Franchise Fee -Electric revenue. The impact of these revisions has been properly reflected (as necessary) throughout the narrative, budget schedules and supporting schedules of this budget document including the budget message, dated July loth. No other revisions have been made from that which was originally presented at the July 16th budget review meeting. If you have any questions, please feel free to contact me. UMM.M'iitaiii ORDINANCE NO. 2020- AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ADOPTING THE ATTACHED TENTATIVE OPERATING AND CAPITAL BUDGET, AS REVIEWED AND APPROVED BY THE CITY COMMISSION AT THE REVIEW MEETING HELD ON JULY 16, 2020 AS THE CITY OF AVENTURA FINAL BUDGET FOR THE 2020/2021 FISCAL YEAR, PURSUANT TO SECTION 4.05 OF THE CITY CHARTER; AUTHORIZING EXPENDITURE OF FUNDS ESTABLISHED BY THE BUDGET; PROVIDING FOR BUDGETARY CONTROL; PROVIDING FOR PERSONNEL AUTHORIZATION; PROVIDING FOR GIFTS AND GRANTS; PROVIDING FOR AMENDMENTS; PROVIDING FOR PROCEDURES REGARDING ENCUMBRANCES AND THE RE - APPROPRIATION OF UNEXPENDED CAPITAL APPROPRIATIONS; ESTABLISHING THE COMMITTED FUND BALANCE FOR CAPITAL RESERVE; PROVIDING FOR SEVERABILITY; AND PROVIDING FOR AN EFFECTIVE DATE. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, AS FOLLOWS: Section 1. The tentative 2020/2021 Operating and Capital Improvement Program Budget, reviewed and approved by the City Commission on July 16, 2020, a copy of said budget being attached hereto and made a part hereof as specifically as if set forth at length herein, be and the same is hereby established and adopted as the City of Aventura's final budget for the 2020/2021 fiscal year. The tentative budget adopted hereby may be amended or adjusted by a motion approved by a majority vote of the City Commission at the public hearings in accordance with State Statutes. Section 2. Expenditure of Funds Appropriated in the Budget Authorized. Funds appropriated in the Budget may be expended by and with the approval of the City Manager in accordance with the provisions of the City Charter and applicable law. Funds of the City shall be expended in accordance with the appropriations provided in the Budget adopted by this Ordinance and shall constitute an appropriation of the amounts specified therein. City of Aventura Ordinance No. 2020- Supplemental appropriations or the reduction of appropriations, if any, shall be made in accordance with Section 4.07 of the City Charter. Section 3. Budgetary Control. The 2020/2021 Operating and Capital Outlay Budget establishes a limitation on expenditures by department total. Said limitation requires that the total sum allocated to each department for operating and capital expenses may not be increased or decreased without specific authorization by a duly -enacted Resolution affecting such amendment or transfer. Therefore, the City Manager may authorize transfers from one individual line item account to another, so long as the line item accounts are within the same department and fund. Section 4. Personnel Authorization. The "Personnel Allocation Summary" included within each department budget enumerates all authorized budgeted positions for appointment by the City Manager. All personnel filling said authorized positions shall be paid pursuant to the City's Budget, Personnel Policies and/or collective bargaining agreements. Section 5. Grants and Gifts. When the City of Aventura receives monies from any source, be it private or governmental, by Grant, Gift, or otherwise, to which there is attached as a condition of acceptance any limitation regarding the use or expenditures of the monies received, the funds so received need not be shown in the Operating Budget nor shall said budget be subject to amendment of expenditures as a result of the receipt of said monies, but said monies shall only be disbursed and applied toward the purposes for which the said funds were received. To ensure the integrity of the Operating Budget, and the integrity of the monies received by the City under Grants or Gifts, all monies received as contemplated above must, upon receipt, be segregated and accounted for based upon Page 2 of 5 City of Aventura Ordinance No. 2020- generally accepted accounting principles and where appropriate, placed into separate and individual trust and/or escrow accounts from which any money drawn may only be disbursed and applied within the limitations placed upon the Gift or Grant as aforesaid. Section 6. Amendments. Upon the passage and adoption of the 2020/2021 fiscal year Budget for the City of Aventura, if the City Manager determines that an Operating Department Total or a Capital Outlay Line Item will exceed its original appropriation, the City Manager is hereby authorized and directed to prepare such Resolutions as may be necessary and proper to modify any line item from the Budget hereby. Section 7. Encumbrances. 1. All outstanding encumbrances for operating expenditures at September 30, 2020 shall lapse at that time; and, 2. All outstanding encumbrances for Capital Expenditures as of September 30, 2020 shall lapse at that time; and, that all unexpended Capital appropriations, including outstanding encumbrances, may be added, at the City Manager's discretion, to the corresponding 2019/2020 available balances and be simultaneously re -appropriated for capital expenditures, as previously approved in the 2019/2020 fiscal year; and, 3. It is contemplated and acknowledged that the possible addition of available Capital balances in the General Fund and other Funds and their simultaneous re - appropriation, at the City Manager's discretion, under this Section shall not be interpreted or construed as an increase in revenues available for appropriation under Section 4.07 of the City Charter or as a variation of the total budget under Section 6 of the City's Original Budget Ordinance. Section 8. Committed Fund Balance. The Committed Fund Balance to be utilized for the Capital Reserve, as established in the 2020/2021 Budget, is $14,772,304 (effective September 30, 2020). Section 9. Severability. The provisions of this Ordinance are declared to be severable and if any section, sentence, clause or phrase of this Ordinance shall for any reason be held to be invalid or unconstitutional, such decision shall not affect the validity of the remaining sections, sentences, clauses, and phrases of this Ordinance but they shall Page 3 of 5 City of Aventura Ordinance No. 2020- remain in effect, it being the legislative intent that this Ordinance shall stand notwithstanding the invalidity of any part. Section 10. Effective Date. This Ordinance shall be effective immediately upon adoption on second reading. The foregoing Ordinance was offered by Commissioner , who moved its adoption on first reading. The motion was seconded by Commissioner , and upon being put to a vote, the vote was as follows: Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Gladys Mezrahi Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Howard Weinberg Mayor Enid Weisman The foregoing Ordinance was offered by Commissioner , who moved its adoption on second reading. This motion was seconded by Commissioner , and upon being put to a vote, the vote was as follows: Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Gladys Mezrahi Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Howard Weinberg Mayor Enid Weisman Page 4 of 5 City of Aventura Ordinance No. 2020- PASSED on first reading this 8t" day of September, 2020. PASSED AND ADOPTED on second reading this 16t" day of September, 2020. ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVATH, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY Page 5 of 5 City of Aventura Operating and Capital Budget FISCAL YEAR 2020/2021 • , r 5 r � 4h .r 77 FLO .71 fie 4 , • �� � 5r r �* ,' � + ter` ' CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 CITY COMMISSION Mayor Enid Weisman Commissioner Howard Weinberg Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Gladys Mezrahi Commissioner Marc Narotsky Commissioner Robert Shelley CITY MANAGER Ronald J. Wasson DEPARTMENT DIRECTORS Weiss Serota Helfman Cole & Bierman, P.L., City Attorney Joanne Carr, Community Development Director Karen J. Lanke, Information Technology Director Brian K. Raducci, Assistant City Manager — Finance and Administration Ellisa L. Horvath, City Clerk Jeff Kiltie, Arts & Cultural Center General Manager Kimberly Merchant, Community Services Director Joseph S. Kroll, Public Works/Transportation Director Bryan Pegues, Chief of Police David McKnight, Don Soffer Aventura High School Principal Anthony Tyrkala, Aventura City of Excellence School Principal CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 TABLE OF CONTENTS City Manager's Budget Message.................................................................................................... i-xvi Organization Chart / Our Mission Statement.................................................................................... xvii Distinguished Budget Presentation Award...................................................................................... xviii INTRODUCTION..............................................................................................................................1-1 CommunityProfile...................................................................................................................... 1-2 Budget Procedures and Process...............................................................................................1-4 FinancialPolices........................................................................................................................1-7 Cash Management/Investment Policies.....................................................................................1-9 FundBalance Policies................................................................................................................1-9 Financing Programs and Debt Administration..........................................................................1-11 CashManagement................................................................................................................... 1-12 Purchasing Policy and Administration...................................................................................... 1-13 RiskManagement.................................................................................................................... 1-13 Demographics and Miscellaneous Statistics............................................................................ 1-14 Budget Preparation Calendar................................................................................................... 1-15 Assessed Value Information.................................................................................................... 1-16 TaxRate Comparison..............................................................................................................1-17 Where Do Your Tax Dollars Go?.............................................................................................. 1-18 Comparative Personnel Allocation Summary ........................................................................... 1-19 Privatized/Contracted City Services.........................................................................................1-19 SUMMARY OF ALL FUNDS...........................................................................................................2-1 FundBalance Analysis............................................................................................................... 2-4 GENERALFUND.............................................................................................................................2-5 Summaryof Budget................................................................................................................... 2-6 Revenue Projections.................................................................................................................. 2-9 Expenditures: CityCommission................................................................................................................ 2-19 Office of the City Manager................................................................................................. 2-23 LegalDepartment.............................................................................................................. 2-29 CityClerk's Office.............................................................................................................. 2-33 FinanceDepartment..........................................................................................................2-39 Information Technology Department..................................................................................2-47 PoliceDepartment.............................................................................................................2-55 Community Development Department............................................................................... 2-63 Community Services Department......................................................................................2-69 Public Works/Transportation Department.......................................................................... 2-75 Arts & Cultural Center Department.................................................................................... 2-81 Non-Departmental.............................................................................................................. 2-87 CapitalOutlay.................................................................................................................... 2-91 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 TABLE OF CONTENTS — CONTINUED POLICE EDUCATION FUND.........................................................................................................2-99 TRANSPORTATION AND STREET MAINTENANCE FUND......................................................2-103 911 FUND.................................................................................................................................... 2-109 DEBT SERVICE FUNDS.............................................................................................................2-113 CAPITAL PROJECTS FUND......................................................................................................2-131 AVENTURA CHARTER HIGH SCHOOL CONSTRUCTION FUND............................................2-135 STORMWATER UTILITY FUND..................................................................................................2-139 POLICE OFFDUTY SERVICES FUND........................................................................................2-143 SUMMARY OF CAPITAL IMPROVEMENT PROGRAM.................................................................3-1 2020/21-2024/25 Five -Year Highlights.......................................................................................3-2 Purpose of the Capital Improvement Program...........................................................................3-4 LegalAuthority........................................................................................................................... 3-4 Development of the Capital Improvement Program................................................................... 3-5 Capital Improvement Program Policies......................................................................................3-5 Preparing the Capital Budget.....................................................................................................3-6 Locating a Specific Capital Project............................................................................................. 3-6 Summary of Recommended Projects.........................................................................................3-7 Summary of Major Programs by Year........................................................................................ 3-7 Summary of Proposed Appropriations by Funding Source........................................................ 3-8 Summary of Projects by Location and Year...............................................................................3-9 Summary of Financing Plan Model.......................................................................................... 3-10 Impact of Capital Projects on Operating Budget...................................................................... 3-10 Proposed Beautification and Park Facility Improvement Projects ............................................ 3-11 Proposed Transportation Improvement Projects......................................................................3-12 Proposed Drainage Improvement Projects.............................................................................. 3-13 Proposed Public Building and Facility Improvement Projects .................................................. 3-14 Proposed Information Technology Improvement Projects........................................................3-15 Proposed Capital Equipment Purchase and Replacement Projects........................................3-16 Impact of Capital Projects on Operating Budget Schedule...................................................... 3-18 APPENDICES APPENDIX A — GLOSSARY OF ACRONYMS AND TERMS.........................................................A-1 APPENDIX B — AUTHORIZED INVESTMENTS SUMMARY TABLE.............................................B-1 {f City of vent-T Government Center 19200 West Country Club Drive Aventura, Florida 33180 Office of the City Manager August 27, 2020 The Honorable Mayor and City Commission City of Aventura Aventura, Florida 33180 RE: FY 2020/21 Budget Message Addendum Members of the City Commission: On July 10, 2020 the City Manager's Proposed Operating and Capital Budget for all funds for the fiscal year beginning October 1, 2020 was presented to the City Commission. At the budget review meeting that was held on July 16, 2020, the City Commission reviewed, discussed and approved the Proposed Budget as presented. At that meeting, the City Commission recommended and approved the adjustment that is outlined in the first bullet below. In addition, as more current information has become available, the Administration has made the adjustment that is outlined in the second bullet below. As recommended and approved by the City Commission, the October 1, 2020 salary increase for General Employees has been increased from 2% to 3%, resulting in a net increase to the General Fund budget of $86,257. In light of additional information that has become available since the budget review meeting, the Administration has reduced the original proposed Intersection Safety Camera Program Revenue by $135,000 (from $1,635,000 to $1,500,000). Both of the adjustments mentioned above were offset by corresponding increases in the General Fund budgeted Franchise Fee -Electric revenue. The impact of these revisions has been properly reflected (as necessary) throughout the narrative, budget schedules and supporting schedules of this budget document including the budget message, dated July 101". No other revisions have been made from that which was originally presented at the July 161" budget review meeting. Respectfully submitted, Ronald J. s on City Manag CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK J City ®f ventura Q0 Government Center 19200 West Country Club Drive Aventura, Florida 33180 Office of the City Manager July 10, 2020 The Honorable Mayor and City Commission City of Aventura Aventura, Florida 33180 RE: FY 2020/21 Budget Message Members of the City Commission: In accordance with Article IV, Section 4.05 of the Charter of the City of Aventura (the "City"), I hereby submit the proposed Operating and Capital Budget for all funds for the fiscal year beginning October 1, 2020, for your review and consideration. The budget document emphasizes a professional and conservative fiscal approach and represents the single most important report presented to the City Commission. It is primarily intended to establish an action, operational and financial plan for the delivery of City services. It also represents the City's commitment to providing the highest level of City services to maximize the quality of life for its citizens, businesses and visitors. The proposed budget provides the resources to maintain our quality municipal services and facilities that make Aventura a premier community to live, work and play. This document serves as an aid to the residents in providing a better understanding of the City's operating and fiscal programs. Budget Format/Transparency This single budget document, which includes all City Funds and service programs, has been prepared to provide the public with a comprehensive and transparent overview of all City services and financial framework. A separate budget document for the Aventura City of Excellence School and the Don Soffer Aventura High School is adopted by the City in May of each year. In order to further our efforts to inform our residents how revenue is collected and spent on City services, the City's Website page entitled "Financial Transparency" provides great depth into the City's budget by utilizing easy to view charts and graphs. Users can track budget performance throughout the year and compare data to prior years. The budget is a performance based plan that links goals and objectives with the financial resources necessary to achieve them. In order to ensure that goals and objectives established in the budget planning process are translated into results, the resources allocation process is tied to performance. The budget document contains performance workload indicators to facilitate this process. Every effort was made to provide a budget document that can be fully reviewed and justified to the City Commission and residents. The preparation of the budget document marks a continued commitment to a planned and professional process of developing a budget that will address the City's current and future issues. It also demonstrates the City's commitment to providing adequate service levels and the necessary justification to support all expenditure requests. Significant Factors Affecting the Operating and Capital Budget Preparation COVID-19 At the time this Operating and Capital Budget document was prepared, we were in the middle of a global pandemic crisis commonly known as "COVID-19". This ever evolving situation is surrounded by economic uncertainty at every level. Although the Florida Legislature recently adjourned its 2020 regular session, it is likely that they will hold an emergency special legislative session, in November, to deal with the economic impacts to the State as a result of the crisis. As the economic impact to the current year budget is just beginning to be realized, due to the lag in revenue distributions, the Administration has conservatively reduced many of our projected FY 2020/21 State Revenue Sharing categories by 15% or more from our current year pre-COVID-19 levels. Although this % seems fairly consistent with what our neighboring local municipalities are projecting, it may be necessary to make further adjustments to our revenues and/or expenditures once the State releases its revenue projections in mid to late July. In addition, it is unknown at this time to what extent the societal, economic and financial norms of our State, County and local economies (i.e., travel and entertainment, restaurants, retail stores and office buildings) will be affected by the pandemic in the short and long-term and what impacts those may have on our current and future budgets. We will continue to monitor this situation very closely and make any and all necessary adjustments to both our revenues and expenditures up until our final budget is adopted in September. As a result of the pandemic, all projects have been reviewed and re -prioritized to avoid utilizing any General Fund reserves in balancing the FY 2020/21 operating and capital budget. However, it is important to note that we are only in the infancy of this pandemic. It is quite possible that as more "actual" economic data becomes available and if the economic outlook appears worse than originally anticipated, General Fund reserve funds may need to be utilized to provide temporary stabilization funds until affected revenues have had time to recover to their pre-COVID-19 levels. Ad Valorem Taxes On July 1, 2020, the Miami -Dade County Property Appraiser advised the City that we experienced a 1.77% decrease in property values in comparison to the prior year. This is the 3rd consecutive year in which we have seen a reduction in the City's existing property values. In the two (2) prior years, the overall reduction was completely offset by the addition of new construction. In the current year, the more than $92,000,000 worth of new construction was unable to completely offset the reduction in the City's existing property values. In light of this and the economic uncertainty related to the COVID-19 pandemic, the growth of the FY 2020/21 operating expenditures were maintained in accordance with the FY 2019/20 adopted budget as much as possible to improve the City's financial position going forward. The budget does not include any significant expansion or additional areas of service except for the continued start-up costs associated with the 2nd year of operations of the Don Soffer Aventura High School. Once again, our strong fiscal policies and prudent budgeting have assisted in the maintenance of all existing service levels and avoiding raising the tax rate for the 25t" year in a row. Due to the uncertainty of future property values and the overall economy, it is imperative that the City continue to follow the policy that unless it is included in the budget or it is self- supporting, new programs or projects should not be considered during the year. Going forward, iv developments currently under construction will increase the City's tax base and the implementation of the new FPL Franchise Agreement in June of 2020, should provide revenue to offset future service demands. We need to continue to remain prudent and conservative in our financial management of the City by only utilizing General Fund Reserves in the case of an emergency or to fund an unanticipated economic event. Budget Highlights The budget process produced a total All Funds budget of $60,067,196 or 11.30% less than the previous year. This is a result of the completion of major capital outlay projects in the prior year. Capital Outlay expenditures are budgeted at $3,189,477 and decreased by $6,719,155 compared to the prior year. Projects include beautification and park facility improvements, road resurfacing and the commitment to invest in state-of-the-art technology to serve and protect our residents. Maintaining our infrastructure from government buildings to our park facilities continues to be a major funding priority to ensure their sustainability well into the future. The net operating costs for the All Funds budget increased by $188,939 or .49% as compared to the previous year. The net General Fund operating costs increased by $202,751 or .57%. The budget maintains our current level for all City services except the following areas: • The overtime in the Police Department operational budget has increased by $25,000 due to an anticipated increase in workload demands covered by this category. • The actuarial determined percentage for City contributions related to the Police Officers' Retirement Plan remains consistent with the prior year at 21.31 %. • Funding remains consistent with the prior year and is provided to maintain the number of part-time seasonal Park Attendant hours to ensure that adequate coverage is provided during the peak season and to accommodate increased attendance at our park facilities. • The City recently received a proposal from our health insurance provider for an 8.00% or nearly $207,000 increase in our insurance premiums over the prior year. • Non -Departmental Transfers has decreased by approximately $696,000 or 23.23% primarily due to the retirement of the Series 2000 Revenue Bond that will be paid off on September 30, 2020. • In the coming year, the City and the Dade County Police Benevolent Association will be entering into the 2nd year of their most recent Collective Bargaining Agreement which will expire on September 30, 2022. The financial considerations of that agreement have been incorporated into this budget document. FY 2020/21 Budget Priorities/Goals and Action Plans The budget addresses the following priorities and goals that the City Commission has either adopted or supported through policy or initiatives: Enhance the safety and security of our residents, schools and businesses: • Continue to provide effective police services, training and security measures at both Aventura City of Excellence School ("ACES") and the Don Soffer Aventura High School ("DSAHS"). v • Improve communications with the community by expanding social media. • Implement additional safety and security measures at the Police Department to improve employee safety. • Utilize technology and data metrics to define areas of interest and deploy the appropriate resources to prevent crime. Provide and support quality educational choices for Aventura students to succeed academically and become productive citizens: • Continue to operate ACES as an "A" rated high performing school and provide support services thorough various City departments. • Continue to ensure the successful expansion of the DSAHS to include 101" grade in August 2020 including the funding of the upfront operating and capital costs. Maintain efficient and responsive government which embraces the highest standards of service and financial stability: • For the 25t" year in a row no increase in the tax rate is recommended. • Continue to focus on the five-year capital improvement program for the planned maintenance of the City's infrastructure for Beautification and Park Facility Improvement Projects and Road Resurfacing Program in the amount of $2,412,450 and $2,067,000, respectively. • Maintain healthy reserves that ensures the City's ability to provide quality services under challenging economic times and to address unforeseen emergencies (i.e., COVID-19). • Continue the model of privatizing many City service areas while maintaining a small workforce which has allowed for a more cost effective service delivery system, as compared to the traditional governmental structure. • Continue to utilize technology to improve productivity and expand E-government applications. Continue to explore alternate transportation modes to alleviate traffic and support bicycle friendly initiatives: • Continue to fund the free Aventura Express Shuttle Bus system that serves nearly 26,000 riders a month and extend service to new developments. • Continue to implement recommendations included in the Unfiled Master Plan for Pedestrian and Bicycle Connectivity. • Continue to maintain and expand the Aventura bicycle sharing program. • Continue to collaborate with state, county and local officials to address possible solutions to traffic issues. Community Engagement, Parks, Programs and Special Events: • Maintain part-time seasonal Park Attendant hours in order to provide adequate coverage in the peak season and accommodate increased attendance at our park facilities. • Continue the afterschool program at the Community Recreation Center for Aventura students that attend Aventura Waterways K-8. • Continue youth travel soccer and basketball leagues that were established to respond to the increased demand for these services in the community. The cost will be offset by fees charged for this service. • Continue the "Community Ride with the Police Department" Special Events which provide opportunities for the residents to interact with the Police. • Maintain funding to support a wide Varity of programming for all age groups at the Aventura Arts & Cultural Center. vi • Continue to fund Family Movie Nights at Founders Park. • Provide adequate funding to maintain our parks and recreational facilities at a high level. • Continue to employ the use of the Youth Advisory Board. Environmental Sustainability and Go Green Initiatives • Maintain Tree City USA status. • Continue to improve the energy utilization at all City facilities by replacing inefficient and worn air conditioning systems. • Ensure that redevelopment projects that require land use/zoning revisions do not have a negative impact on the community. • Monitor and participate in regional efforts to address the impacts of rising sea level and the long range impacts of climate change. • Implement strategies and recommendations included in the City's Comprehensive Stormwater Management Plan to address drainage infrastructure improvements and long range impacts of climate change. • Continue the "Go Green Award Program" sponsored by the Community Services Board to recognize condominiums and businesses that have made efforts to reduce energy consumption and implement recycling programs. • Provide adequate funding to maintain our signature landscape, streets, rights -of -way and facilities. • Maintain the silver level certification recognition by the Florida Green Local Government Program. • Maintain the development incentives in the City's Green Building Program to encourage developers to use green building standards. THE REST OF THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK vii Summary of All Budgetary Funds The total proposed budget for FY 2020/21, including all funds, capital outlay and debt service, is $60,067,196. This is $7,648,872 or 11.30% less than the prior year. Operating expenditures total $38,859,388, while Capital Outlay expenditures and CIP Reserve combined total $18,752,373 and Debt Service expenditures total $2,455,435. All Funds Fund Summary by Amount FUND General Fund Police Education Fund Transportation & Street Maint. Fund 911 Fund Debt Service Funds Capital Projects Fund Stormwater Utility Fund Police OffdutyServices Fund Subtotal Interfund Eliminations Tota I 0.01% ■ General Fund ■ 911 Fund Stormwater Utility Fund PROPOSED % of AMOUNT BUDGET $ 54,353,943 87.14% 5,500 0.01 % 2,767,000 4.44% 105,350 0.17% 2,455,435 3.94% 864,932 1.39% 1,340,250 2.15% 475,000 0.76% $ 62,367,410 100.00% (2,300,214) $ 60,067,196 All Funds Fund Summary by Percentage ■ Police Education Fund Debt Service Funds Police Offduty Services Fund vlll �Co, Transport. & Street Maint. Fund Capital Projects Fund Expenditures by category are as follows: All Funds Expenditure Category Summary by Amount CATEGORY PROPOSED AMOUNT %of BUDGET Personal Services $ 24,834,400 41.34% Contractual Services 8,290,779 13.80% Other Charges/Svcs 4,906,224 8.17% Commodities 611,000 1.02% Other Operating Expenses 216,985 0.36% Capital Outlay 18,752,373 31.22% Debt Service 2,455,435 4.09% Total $ 60,067,196 100.00% 31.220 0.36% 1.02% All Funds Category Summary by Percentage 8.1 ■ Personal Services ■ Commodities Debt Service ■ Contractual Services Other Operating Exp. Ix Other Charges/Svcs Capital Outlay The following chart shows a comparison of each department's budget for the past two (2) years. The total budget amount is $7,648,872 or 11.30% less than the previous year, primarily resulting from the funding of non -recurring capital outlay projects (i.e., the construction of the DSAHS) in the prior year and the reduction in debt service due to the retirement of the Capital Revenue Bonds, Series 2000 on September 30, 2020. All Funds Departmental Budget Comparison INCREASE DEPARTMENT 2019/20 2020/21 (DECREASE) % CHANGE City Commission $ 148,877 $ 150,764 $ 1,887 1.27% Office of the City Manager 621,129 587,135 (33,994) -5.47% Legal 311,000 311,000 - 0.00% City Clerk's Office 349,813 359,674 9,861 2.82% Finance 1,085,278 1,098,400 13,122 1.21 % Information Technology 1,189,026 1,239,190 50,164 4.22% Police 21,541,058 21,796,067 255,009 1.18% Community Development 2,676,218 2,686,805 10,587 0.40% Community Services 2,542,293 2,573,009 30,716 1.21% Public Works/Transportation 5,660,997 5,690,848 29,851 0.53% Arts & Cultural Center 840,260 856,996 16,736 1.99% Non -Departmental 1,704,500 1,509,500 (195,000) -11.44% Subtotal 38,670,449 38,859,388 188,939 0.49% Capital Outlay 9,908,632 3,189,477 (6,719,155) -67.81% CIP Reserve 15,630,903 15,562,896 (68,007) -0.44% Debt Service 3,506,084 2,455,435 (1,050,649) -29.97% Total $ 67,716,068 $ 60,067,196 $ (7,648,872) -11.30% GENERALFUND The General Fund is used to account for resources and expenditures that are available for the Citv's general operations of City government functions. Revenues The projected revenues in the FY 2020/21 General Fund Budget that are available for allocation total $54,353,943. This is a decrease of $817,136 or 1.48% over the prior year and is comprised of the following: Locally Levied Taxes — The City's assessed value as reported by the County Property Appraiser is $10,550,216,874. This amount is $189,969,758 or 1.77% less than last year. The ad valorem millage levy for FY 2020/21 is recommended to be 1.7261, which is the same rate adopted last year. This will generate $17,300,195 compared to last year's amount of $17,611,707. This represents the 25tn year without an increase. The budget projection for this category also includes $4,800,000, $1,175,000 and $30,000 in electric, water and gas utility taxes, respectively. In addition, $425,000 in premium taxes, $1,700,000 in unified communications tax and $800,000 in City business tax make up the remainder of this category. All projections take into consideration historical data and various assumptions for the coming year. Licenses and Permits — The projected revenue for this category totals $6,499,557, $2,419,057 or 59.28% more than the prior year's budget primarily due to the implementation of the new FPL x franchise agreement which began in June 2020. The category also includes minor increases in revenue derived from building permits and franchise fee -sanitation. Intergovernmental Revenues — The projected revenue for this category totals $3,088,870, $838,800 or 21.36% less than the prior year's budget primarily due to our conservative assumptions resulting from COVID-19 and the uncertainty of its impacts to the economy. Charges For Services — The projected revenue for this category totals $2,252,317, $377,164 or 14.34% less than the prior year's budget due to our conservative assumptions resulting from COVID-19 and the uncertainty of its impacts to the economy. Fines and Forfeitures — The projected revenue for this category totals $1,752,500 and includes revenues derived from county court fines and the intersection safety camera program. Miscellaneous Revenues — The projected revenue for this category totals $195,000, $385,000 less than the prior year's budget, primarily resulting from a projected decrease in interest earnings as interest rates have significantly declined over the year. Non -Revenue (Carryover) — This represents a projected available amount of fund balance totaling $14,260,504 that has been utilized in preparing the budget. General Fund Revenues by Source Locally Levied Taxes 16.43%^ Ad Valorem Taxes ` 1 31.97% Carryover 26.24% XI Licenses & Permits `11.71% overnmental evenues 5.68% :harges For Services 4.14% !s & Forfeitures 3.47% Expenditures The projected expenditures in the FY 2020/21 General Fund Budget total $54,353,943 and are balanced with the projected revenues. The operating expenditures have increased by $202,751 or .57% as compared to the prior year while total expenditures are $817,136 or 1.48% less than the FY 2019/20 amount. General Fund Expenditure Category Summary CATEGORY 2019/20 2020/21 INCREASE (DECREASE) % Change Personal Services $ 24,192,403 $ 24,359,400 $ 166,997 0.69% Contractual Services 5,721,891 5,873,721 151,830 2.65% Other Charges/Svcs 4,955,490 4,817,014 (138,476) -2.79% Commodities 585,850 608,500 22,650 3.87% Other Operating Expenses 201,485 201,235 (250) -0.12% Subtotal 35,657,119 35,859,870 202,751 0.57% Capital Outlay 16,517,666 16,193,859 (323,807) -1.96% Transfer to Funds 2,996,294 2,300,214 (696,080) -23.23% Total $ 55,171,079 $ 54,353,943 $ (817,136) -1.48% Personal Services Personal Services increased by $166,997 or .69% compared to the prior year. The increase includes $25,000 in additional Police overtime and the recently proposed 8.00% increase in health insurance premiums. The expenditures for non -unionized employees have been budgeted to reflect a 3% increase and a performance/merit increase amount that averages 3% per employee for those employees who have not yet reached the maximum of their salary range. As previously mentioned, in the coming year, the City and the Dade County Police Benevolent Association will be entering into the 2nd year of their most recent Collective Bargaining Agreement which will expire on September 30, 2022. The financial considerations of that agreement have been incorporated into this budget document. The total number of budgeted full-time and part-time employees for FY 2020/21 is 180 and 17, respectively. The number of full-time positions is three (3) less than the prior year due to the elimination of the Receptionist/Information Clerk in the City Manager's Office and the elimination of two (2) Customer Service Representatives in the Community Development Department which is now provided via the City's Building Inspection Services contract with CAP. The number of part-time seasonal Park Attendant hours includes approximately $15,000 (consistent with the prior year) to ensure that adequate coverage is provided during the peak season and to accommodate increased attendance at our park facilities. The City's per capita number of employees is significantly lower than that of adjacent municipalities. This is due to the City's emphasis on privatizing major functions of City services for greater productivity and cost savings. I am proud to work with a dedicated group of City employees that strive to provide excellent services and are committed to our community. Over the years and especially in recent months, they have proven that our workforce can meet any challenge. xii Comparative Personnel Allocation Summary 2 -Year Presentation 2019/20 2020/21 City Commission 7.0 7.0 Office of the City Manager 3.0 2.0 Legal' City Clerk's Office 2.0 2.0 Finance 7.0 7.0 Information Technology 6.0 6.0 Police 130.0 130.0 Community Development 9.0 7.0 Community Services 25.0 25.0 Public Works/Transportation 7.0 7.0 Arts & Cultural Center' CharterSchool " 4.0 4.0 Don SofferAventura H.S. "' N/A N/A Total 200.0 197.0 ' Departmental staff is provided through contractual services. " Departmental staff is included in Charter School Fund Budget Document. Management is provided by CSUSA and departmental staff is included in Don SofferAventura High School Fund Budget Document. Operating Expenditures The Contractual Services category is budgeted at $5,873,721 or 10.81 % of the General Fund budget. This is an increase of $151,830 over the prior year and is due to increases in contractual costs. The Other Charges/Svcs category is budgeted at $4,817,014 or 8.86% of the General Fund budget. This is a decrease of $138,476 from the prior year and is primarily due to a reduction in the City's aggregate insurance costs resulting from a newly executed contract with the Florida Municipal Insurance Trust which was awarded in June 2020. The Commodities category is budgeted at $608,500 or 1.12% of the total budget while the Other Operating Expenses category is budgeted at $201,235 or 0.37% of the total budget. Capital Outlay General Fund capital outlay projects totaling $1,421,555 that represent a long-term plan to address infrastructure and maintenance needs have been included in the first year of the City's Capital Improvement Program ("CIP") for 2020/21-2024/25. In addition, a Capital Reserve in the amount of $14,772,304 has been budgeted to fund future projects. Major General Fund capital outlay items are as follows: Computer Equipment $299,375 Police Vehicles $327,500 Equipment $301,880 Police Radio Equipment $42,000 Peace Park Facility Improvements $125,000 Beautification Projects $9,800 Community Recreation Center Improvements $6,000 Other Facility Improvements $110,000 Transfer to Funds This expenditure category totals $2,300,214 and includes transfers from the intersection safety camera program to ACES ($100,000) and the DSAHS ($150,000) as well as transfers to the debt service funds to fund principal and interest payments associated with the long-term financing of bonds and loans. This is a decrease of $696,080 as compared to the prior year primarily due to the retirement of the Series 2000 Revenue Bond on September 30, 2020, which was originally utilized for the Community Recreation Center and the acquisition and construction of Waterways Park. General Fund Summary of Expenditures by Department CATEGORY 2019/20 2020/21 INCREASE (DECREASE) %Change GENERAL GOVERNMENT City Commission $ 148,877 $ 150,764 $ 1,887 1.27% Office of the City Manager 621,129 587,135 (33, 994) -5.47% Legal 311,000 311,000 - 0.00% City Clerk's Office 349,813 359,674 9,861 2.82% Finance 1,085,278 1,098,400 13,122 1.21% Information Technology 1,189,026 1,239,190 50,164 4.22% Total General Gott 3,705,123 3,746,163 41,040 1.11 % PUBLIC SAFETY Police 20,957,752 21,218,857 261,105 1.25% Community Development 2,676,218 2,686,805 10,587 0.40% Total Public Safety 23,633,970 23,905,662 271,692 1.15% COMMUNITY SERVICES Community Services 2,542,293 2,573,009 30,716 1.21% Public Works/Transportation 3,230,973 3,268,540 37,567 1.16% Arts & Cultural Center 840,260 856,996 16,736 1.99% Total Community Svcs. 6,613,526 6,698,545 85,019 1.29% OTHER NON -DEPARTMENTAL Non -Departmental 1,704,500 1,509,500 (195,000) -11.44% Capital Outlay 16,517,666 16,193,859 (323,807) -1.96% Transfer to Funds 2,996,294 2,300,214 (696,080) -23.23% Total Other Non -Dept. 21,218,460 20,003,573 (1,214,887) -5.73% TOTAL $ 55,171,079 $ 54,353,943 $ (817,136) -1.48% City Cler 0A L 0 Office of Man 1.0 City Corr 0.2 Information Technology police 29.79% XIV ommunity welopment 4.94% Community Services 4.73% Public Works/Trans. 6.01 % & Cultural Center 1.58% 1-Departmental 2.78% Police Education Fund (110) This Fund is used to account for revenues and expenditures associated with the two dollars ($2.00) the City receives from each paid traffic citation, which, by state statute, must be used to further the education of the City's Police Officers. A total of $5,500 is anticipated in revenue for FY 2020/21. The amount budgeted for expenditures will be used for various state -approved training programs throughout the year. Transportation and Street Maintenance Fund (120) This fund was established to account for restricted revenues and expenditures which by State Statute and County Transit System Surtax Ordinance are designated for transportation enhancements, street maintenance and construction costs. Revenues are projected to be $2,767,000 for FY 2020/21. The County Transit System Surtax is estimated to generate $1,275,000. The funds will be used to resurface Yacht Club Way (213t" Street), replace bicycles utilized by our Bicycle Sharing Program and enhance solar lit crosswalks on Country Club Drive. Operating expenditures for roadway and TVMS maintenance, the citywide bicycle sharing program and the enhanced portion of the transit services are budgeted at $1,732,058. 911 Fund (180) This fund is used to account for revenues and expenditures specifically earmarked for the City's emergency 911 system in accordance with Florida Statute 365.172. The funds may be used to provide emergency dispatch systems, training, communication, maintenance and repairs and related capital outlay purchases. The fund offsets a portion of the emergency 911 operational costs. The anticipated revenues for FY 2020/21, including carryover of $20,000 total $105,350. These funds will be used to pay costs associated with the 911 system. Debt Service Funds The total budget for all Debt Service Funds is $2,455,435 and is $1,050,649 less than the previous year primarily due to the anticipated retirement of the Capital Revenue Bonds, Series 2000 on September 30, 2020. The fund was originally established for the Community Recreation Center and the acquisition and construction of Waterways Park. These funds were established to account for revenues transferred from the General Fund and the ACES Charter School Fund to satisfy the debt service payments associated with the long-term financing of the following bank loans: Debt Service Fund Series 2010 & 2011 (230) — Established for the purchase of Founders Park, the permanent Government Center site and construction of the Government Center. The original debt was issued in 1999 and was refinanced in 2010 and 2011. The proposed budget for FY 2020/21 is $1,190,919. Debt Service Fund Series 2012 (A) (250) — Established for the acquisition of the property for the ACES Charter School and to partially fund the Community Recreation Center. The proposed budget for FY 2020/21 is $362,487. The original debt was issued in 2002 and was refinanced in 2012. Debt Service Fund Series 2012 (B) (290) — Established for the construction and equipment of the ACES Charter Elementary School. The proposed budget for FY 2020/21 is $405,221. The original debt was issued in 2002 and was refinanced in 2012. Debt Service Fund Series 2018 (291) — Established for the partial construction and equipping of the DSAHS. The proposed budget for FY 2020/21 is $496,808. The debt was issued in 2018. xv Capital Projects Fund (392) This fund was established to account for impact fees and other revenues specifically earmarked for capital projects restricted by City Ordinances or City Commission policy. The total fund for FY 2020/21 is $864,932. Carryover amounts from prior year Police Impact Fees resulting from recent development will be utilized for the replacement of Police Department equipment and is included at a cost of $82,980. The fund also includes a capital reserve in the amount of $660,895 of which $650,000 will be utilized for engineering costs associated with transportation improvements at W. Country Club Drive and the William Lehman Causeway. Aventura Charter High School Construction Fund (393) This fund accounts for the funding sources and uses related to the construction and equipping of the DSAHS and has a life -to -date approved budget of $16,915,469. Stormwater Utility Fund (410) This fund is used to account for revenues and expenditures specifically earmarked for the construction and maintenance of the City's stormwater drainage system. Total revenues are projected to be $1,340,250 for FY 2020/21 and will be utilized to support operating costs of $690,250 and drainage system improvements totaling $650,000. The City's Stormwater Utility Fee is $3.50/ERU but will continue to be monitored to see if any adjustments may be necessary in order to sustain the fund's projected future operating and capital expenditures. Police Offduty Services Fund (620) This Fund was established to account for revenues and expenditures associated with services provided by offduty Police Officers in private customer details to the various businesses and condominium associations. The proposed Police Services Offduty Fund for FY 2020/21 is anticipated to be $475,000. Summary I am pleased to submit this budget document contained herein for FY 2020/21 which will be reviewed in detail at the July 16, 2020 Commission Meeting. Its preparation and formulation could not have been accomplished without the dedicated assistance and efforts of all Department Directors and the Assistant City Manager — Finance and Administration. I am also extremely grateful to the City Commission for their continued support in assuring that this City remains the City of Excellence. Respectfully submitted, Ronald J. as on City Manag xvi City Attorney Legal Services Public Safety Department Patrol Community Relations Criminal Investigations Traffic Enforcement Emergency Preparedness Charter School Department K 8 School Don Soffer Aventura High School* Management Provided by CSUSA CITY OF AVENTURA ORGANIZATION CHART Community Development Department Planning Zoning Building Inspections Code Enforcement Economic Development Occupational Licenses Residents City Commission City Manager Administration Budget/CIF Preparation Customer Service Organizati nal Oversight Arts & Cultural Center Department Facility Management Performing Arts Programming Finance Department Finance/Accounting Purchasing Risk Management Personnel Information Technology Department Information Management Communications Our Mission Statement City Clerk Minutes Records Retention Clerical Support Elections Community Services Department Parks Special Events Recreation Programming Athletic Leagues Community Recreation Center Community Garden Public or Transportation Department ROW/Median Maintenance Mass Transit Community Facilities Maintenance Capital Projects Stormwater Drainage Maintenance Our mission is to join with our community to make Aventura a city of the highest quality and a city of excellence. We do this by providing RESPONSIVE, COST EFFECTIVE AND INNOVATIVE local government services. xvii E 0 k GOVERNMENT FINANCE OFFICERS ASSOCIATION Distinguished Budget Presentation A zv a t-d PRESENTED TO City of Aventura Florida For the Fiscal Year Begiaaing October 1, 2019 Executive Director The Government Finance Officers Association of the United States and Canada (GFOA) presented a Distinguished Budget Presentation Award to City of Aventura, Florida for its annual budget for the fiscal year beginning October 1, 2019. In order to receive this award, a governmental unit must publish a budget document that meets program criteria as a policy document, as an operations guide, as a financial plan and as a communications device. This award is valid for a period of one year only. We believe our current budget continues to conform to program requirements and we are submitting it to GFOA to determine its eligibility for another award. xviii CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q INTRODUCTION 1-1 Community Profile Location and Size The City of Aventura, (the "City") one of Miami- Dade's newest communities, was incorporated on November 7, 1995 and is a young, vibrant, full - service municipality. The City has a diverse demographic base and is recognized internationally as a premier location in which to live, shop and play. The City is 3.2 square miles located on the Intracoastal Waterway in northeast Miami -Dade County and is conveniently located between Miami and Fort Lauderdale, just east of 1-95. The northern boundary of the City is the Miami- Dade/Broward County line, the western is the FEC Railroad, the eastern is the Intracoastal waterway and the southern boundary is NE 176t" Street. �r+ 'lentetic� FCFtLauderxJa{c aavla LaopeV 17y! I Hu�q+rood I: mm Kr -Are I.1 .. l.�lk _ N9.liallaralaic Ca rdly t u o !� ,f ff a'.+ . 27 �. rgnrc cAarrensNorth MIjaml 13 Verv}s Hi.sleah Mfam: Sbor•f _ h1arlM �I3y V1 M-92 yt. xr.r "t L _V;r , E-1. Mi�IIIi'- .J1 sl - l ' WastCF1£ tce Aventura is an upscale condo community with some of South Florida's best-known large-scale condominium projects and apartment buildings. Restaurants, movie theaters and the Aventura Mall are conveniently located nearby and downtown Fort Lauderdale and Miami are just 20 minutes away. 1-2 City Facts: Location: 12 miles north of Miami 12 miles south of Fort Lauderdale 1 mile west of the Atlantic Ocean Zip Codes: 33180, 33160 Police Force: 92 Sworn Officers / 38 Civilians Major Economic Drivers: Retail and medical Number of Businesses: 2,704 Government Structure The form of government used in the City of Aventura, pursuant to its Charter, is a Commission - Manager form of government. Under this form of government the City Commission is the legislative branch of the government and the City Manager is the executive branch of the government. The City Commission enacts Ordinances, the laws of the City, adopts Resolutions authorizing actions on behalf of the City, reviews plans for development and establishes the policies by which the City is governed. The City Manager is the Chief Executive Officer of the City, overseeing the day-to-day operations, administering the City's service providers, preparing long range plans and implementing the policies established by the City Commission. The City Commission hires the City Attorney, City Clerk and the City Manager who then hires all subordinate employees. The City Commission is comprised of seven (7) members, including the Mayor and six (6) Commissioners. The Mayor is the ceremonial leader of the City, the presiding officer at Commission Meetings and is a voting member of the Commission, with his/her vote having no more or less weight than that of any other member of the Commission. While the leading political figure of the City, the Mayor does not bear the responsibility nor has the authority of directing the day-to-day municipal activities. The Mayor executes all Ordinances, Resolutions and issues Proclamations on behalf of the City, and represents the City to other public and private entities. The position of Mayor is considered to be "part-time" and not an employee of the City. The Mayor is elected at large to a four-year term and may reside in any area of the City. City Commissioners each have the same authority and ability to bring, discuss and vote on matters before the Commission. The position of Commissioner is considered to be "part-time" and not an employee of the City. For election purposes, the City is divided by the William Lehman Causeway into two (2) areas. The City Charter requires that two (2) Commissioners reside in the northern area, two (2) Commissioners reside in the southern area and two (2) Commissioners and the Mayor shall be elected without regard to residence in any particular area. The City Commission is committed to providing quality municipal services at the lowest possible cost. The City's operating departments include the City Commission, Office of the City Manager, Legal, City Clerk's Office, Finance, Information Technology, Police, Community Development, Community Services, Public Works/Transportation, Arts & Cultural Center, Non -Departmental, Charter School and the Don Soffer Aventura High School. Always progressing... Since the City's incorporation, millions of dollars have been spent on infrastructure improvements including streets, sidewalks, lighting, park development, beautification projects, drainage, pedestrian and safety improvements. Some of these improvements include: • A state-of-the-art Government Center provides a one -stop -shop for its residents and houses all governmental operations, including Commission Chambers, Police Station and administrative offices. A Community Recreation Center situated on 2.8 acres of land in a park like setting on the waterfront. This 25,000 square foot facility includes a gym, meeting rooms, computer lab, exercise and aerobic facilities. The first municipal -run charter school in Miami - Dade County. In order to address the growing number of families with school age children, the City Commission chose to take an aggressive approach to meet its changing demographics. Doors opened to the Aventura City of Excellence School in the fall of 2003 which is adjacent to the Community Recreation Center. The 84,000 square foot state-of-the-art 1-3 school serves 1,020 Aventura schoolchildren from kindergarten to 81" grade. In 2010, the City's Arts & Cultural Center opened and has provided numerous performing arts and cultural events for all age groups in the community. Last year, the City completed construction of the Don Soffer Aventura High School which opened in August 2019 to 200 91" grade students. In August 2020, it is anticipated that 415 91" and 10t" grade students will attend the School. Privatized/Contracted City Services The City has adopted a model of privatizing many service areas of its operations over the years. This model has served us well by providing for a more cost effective service delivery system, as compared to the traditional government structure. We are firm in our knowledge that we must continue to remain prudent and conservative in our financial management of the City while at the same time maintain the high standard of providing services to the community. A list of the Privatized/Contracted City Services can be found on the bottom of page 1-19. Incorporation Accomplishments ❖ Highly Visible Police Department, Low Crime Rate ❖ Strong and Growing Economic Base ❖ Lowest Tax Rate — No Increase for the Past 25 Budgets ❖ New Parks and Recreational Opportunities for All Age Groups ❖ Citywide Shuttle Bus Service — Ridership Continues to Expand ❖ Road and Safety Improvements — Traffic Lights, Sidewalks ❖ New Land Development Regulations — Control Over Zoning ❖ Citywide Beautification Program — Bus Shelters and Benches ❖ High Landscape and Roadway Maintenance Standards ❖ Reduced Costs to Citizens — City's Assumption of roads, landscaping and bus service ❖ "A" rated Charter School ❖ Community Recreation Center ❖ Government Center ❖ Arts & Cultural Center ❖ The opening of the Don Soffer Aventura High School in August 2019 Long Term Goals & Objectives On November 7, 1995, the citizens of Aventura overwhelmingly voted to approve the City's Charter and officially incorporate as Miami -Dade County's 28t" municipality. Incorporation afforded residents the opportunity to improve the quality of government services they receive and take control of the City's destiny. Since incorporation, a great deal of progress has been made to accomplish the goals of incorporation with the creation of our own police force, new and expanded parks and recreation opportunities and citywide beautification projects. Aventura is governed by a commission - manager form of government, combining the political leadership of its elected officials with the executive experience of its City Manager. This structure is vastly different from that of other local governments, emulating the private sector by privatizing services and emphasizing customer service based on the following principles: • Prompt response to citizen requests. • One -stop service for permits and business licenses. • Commitment to public involvement. • Utilization of "Electronic Government" to provide service and information. • Commitment to hiring only the most qualified and highly motivated employees. • Limiting the number of employees by privatizing or contracting with the private sector for many services. • A professional, businesslike manner at all times. • An emphasis on quality not quantity. • A high quality of life for citizens, businesses and visitors. • A safe and secure environment to live and work. • Low taxes. • Establishing a small number of operating departments that work closely with the community. 1-4 Budget Procedures and Process Budget System The City of Aventura uses the Budgeting by Objectives Process in the formulation of its budget. Departmental Budgets include a Recap page that contains the Department Description and Personnel Allocation Summary and Organization Chart. Each department also includes an Objectives page and a Budgetary Account Summary. The Objectives page presents a review of the department objectives and performance/workload indicators. The Budgetary Account Summary provides expenditure detail and a comparison of current and previous year's expenditures. The Budgetary Process is intended to be very valuable in communicating with the City Commission and the City's residents. Basis of Budgeting The Basis of Budgeting refers to the method used to determine when revenues and expenditures are recognized for budgetary purposes. Budgets for governmental funds are adopted on a basis that is consistent with Generally Accepted Accounting Principles ("GAAP") which require recognition of transactions or events on a modified accrual basis of accounting. This basis of accounting recognizes increases and decreases in financial resources only to the extent that they reflect near -term inflows or outflows of cash. Budget Process The City's fiscal year begins on October 1st and ends on September 301" of each year as mandated by Florida statutes. When the certified taxable real estate and tangible property values for the City is received from the Miami -Dade County Property Appraiser on July 1st of each year, the City Manager then submits to the City Commission the Proposed Operating and Capital Budget for the coming year no later than July 10t" of each fiscal year. The preliminary millage rate is based on the certified taxable value. The appropriations contained in the proposed recommendation shall not exceed the funds derived from taxation and other revenue sources. The City's Budget process began in April with a staff meeting between the City Manager and Department Directors to review budget philosophy and develop overall goals and objectives. The entire budget process encompasses approximately five (5) months of the fiscal year. During this period, meetings were held with Department Directors, the City Commission and the public to insure representative input. The budget calendar that follows details the actions taken during the budget process. Budget Adoption The budget is approved via Ordinance at two (2) public meetings scheduled for September conducted by the City Commission. The adopted budget is integrated into the accounting software system effective October 1st Budget Control/Monitoring Funds appropriated in the Budget may be expended by and with the approval of the City Manager in accordance with the provisions of the City Charter and applicable law. Funds of the City shall be expended in accordance with the appropriations provided in the Budget and shall constitute an appropriation of the amounts specified therein. Supplemental appropriations or the reduction of appropriations, if any, shall be made in accordance with Section 4.07 of the City Charter. The Budget establishes a limitation on expenditures by department total. Said limitation requires that the total sum allocated to each department for operating and capital expenses may not be increased or decreased without specific authorization by a duly - enacted Resolution/Ordinance affecting such amendment or transfer. Therefore, the City Manager may authorize transfers from one individual line item account to another, so long as the line item accounts are within the same department and fund. The "Personnel Allocation Summary" enumerates all authorized budgeted positions. However, the City Manager may amend said authorized budgeted positions in order to address the operating needs of the department 1-5 so long as sufficient budgeted funds are available. The budget is continually monitored to track variances between actual and budgeted amounts. Significant variances are investigated and monitored for corrective action. Quarterly review meetings are held with the Assistant City Manager — Finance and Administration and City Manager. Encumbrances do not constitute expenditures or liabilities in the current year, but instead are defined as commitments related to unperformed contracts for goods or services, which are only reported in governmental funds. Budget Amendment Upon the passage and adoption of the budget for the City of Aventura, if the City Manager determines that the department total will exceed its original appropriation, the City Manager is authorized to prepare such Resolutions/Ordinances for consideration by the City Commission as may be necessary and proper to modify any line item from the Budget. The Budget Amendment Process will differ as to form depending on whether or not the original budget appropriation is exceeded as follows: Any change or amendment to the budget that will increase the original total appropriated amount can only be accomplished with the preparation of an Ordinance requiring two (2) public hearings and approval by the City Commission. Any change or amendment to the budget which transfers monies within a fund but does not increase the total appropriated amount can be accomplished with the preparation of a Resolution. This does not require a public hearing, however, approval by the City Commission is still necessary. Basis of Accounting Basis of Accounting refers to the time period when revenues and expenditures are recognized in the accounts and reported on the financial statements. Basis of accounting relates to the timing of the measurements made, regardless of the measurement focus applied. The accrual basis of accounting is followed for the proprietary fund types. The modified accrual basis of accounting is followed in the governmental fund types and the expendable trust funds type. Under the modified accrual basis of accounting, revenues are recorded when susceptible to accrual, that is, when they are both measurable and available. Available means collectible within the current period or soon enough thereafter to pay current liabilities. Expenditures are generally recognized under the modified accrual accounting when the related fund liability is incurred. Exceptions to the general rule are principal and interest on general long-term debt which is recognized when due. The City applies all applicable Governmental Accounting Standards Board ("GASB") pronouncements as well as the following pronouncements issued on or before November 30, 1989, unless those pronouncements conflict with or contradict GASB pronouncements: Financial Accounting Standards Board ("FASB") statements and interpretations, Accounting Principles Board ("APB") opinions and Accounting Research Bulletins ("ARBs"). During June 1999, the GASB issued Statement No. 34. This statement established new accounting and financial reporting standards for state and local governments, which have been appropriately implemented by the City. Fund Structure The accounts of the City are organized and operated on the basis of funds and account groups. A fund is an independent fiscal and accounting entity with a self -balancing set of accounts. Fund accounting segregates funds according to their intended purpose and is used to aid management in demonstrating compliance with the finance -related legal and contractual provisions. The minimum number of funds is maintained consistent with legal and managerial requirements. Account groups are a reporting device to account for certain assets and liabilities of the governmental funds not recorded directly in those funds. The following governmental funds have annual appropriated budgets: Government Fund Types The General Fund is the City's primary operating fund. It accounts for all financial resources of the City, except those required to be accounted for in 1-6 another fund. Resources are derived primarily from ad valorem taxes, utility taxes, franchise fees, intergovernmental revenues and charges for services. Expenditures are incurred to provide general government, public safety, community development and community services. Special Revenue Funds account for revenue sources that are legally restricted to expenditures of specific purposes (excluding pension trusts and major capital projects). Included in the budget are the following special revenue funds: • Police Education Fund (110) • Transportation & Street Maintenance Fund (120) • 911 Fund (180) The Debt Service Funds account for the servicing of general long-term debt and are comprised of the following funds: • Debt Service Fund Series 2010 & 2011 (230) • Debt Service Fund Series 2012 (A) (250) • Debt Service Fund Series 2012 (B) (290) • Debt Service Fund Series 2018 (291) The Capital Projects Funds accounts for the acquisition and/or construction of major capital projects funded by impact fees or other revenues earmarked for specific projects. Included in the budget is the following Capital Projects Funds: • Capital Projects Fund (392) • Aventura Charter High School Construction Fund (393) Proprietary Funds The Enterprise Fund is used to account for operations that are financed and operated in a manner similar to a commercial enterprise, where the intent of the governing body is that the costs of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges, or where the governing body has decided that periodic determination of the revenue earned, expenses incurred, and/or net income is appropriate for capital maintenance, public policy, management control, accountability or other purposes. Included in the budget is the following Enterprise Fund: • Stormwater Utility Fund (410) Police Offduty Services Fund (620) This Fund was established to account for revenues and expenditures associated with services provided by offduty Police Officers in private customer details to the various businesses and condominium associations. Funds Excluded from the Adopted Budget Aventura City of Excellence School ("ACES") Charter School Fund (190) • The City owns and operates a charter K-8 school which is accounted for in a separate Special Revenue fund. The City previously entered into an agreement with Charter Schools USA, Inc. ("CSUSA") to provide administrative and educational services to ACES. Don Soffer Aventura High School ("DSAHS") Charter High School Fund (191) • The DSAHS is a tuition -free public charter high school that opened in August 2019 to 200 9t" grade students. Grades 10, 11 and 12 will be added with approximately 200 additional students for each grade level, in August 2020, 2021 and 2022, respectively. The City has entered into a separate management agreement with CSUSA to provide the services necessary to organize, manage, staff, operate and maintain the DSAHS. The current year operating budget is accounted for in a separate Special Revenue fund and was prepared by CSUSA in collaboration with the City's professional staff. • Both ACES and the DSAHS have July 1 — June 30 fiscal years. Their budgets are adopted separately from each other and apart from the City, by the Commission in May of each year. 1-7 Financial Policies The City's financial policies, compiled below, set forth the basic framework for the overall fiscal management of the City. Operating independently of changing circumstances and conditions, these policies assist the decision -making process of the City Manager and City Commission. These policies provide guidelines for evaluating both current activities and proposals for future programs. Most of the policies represent long-standing principles; traditions and practices that have guided the City in the past and have helped maintain financial stability over the last 26 years. They are reviewed annually as a decision making tool and to ensure their continued relevance in an ever -changing environment. Operating Budget Policies 1. The City will maintain at a minimum, an accessible cash reserve equivalent to eight (8) weeks of operating costs. 2. No new or expanded services shall be implemented without a corresponding revenue source or the implementation of trade-offs of expenses or revenues at the same time. This applies to personnel, equipment and any other peripheral expenses associated with the service. 3. The City shall continue to support a scheduled level of maintenance and replacement of its infrastructure. 4. The City shall support capital expenditures that reduce future operating costs. Capital Budget Policies 1. Each year, the City prepares a five-year capital improvement program ("CIP") analyzing all anticipated capital expenditures and identifying associated funding sources. Future capital expenditures necessitated by changes in population, changes in development, growth, redevelopment or changes in economic base will be calculated and included in the capital update process. 2. The City will perform all capital improvements in accordance with the adopted CIP. The City will maintain its physical assets at a level adequate to protect the City's capital investment and minimize future maintenance and replacement costs. The budget will provide operating costs to be included in the CIP for the adequate maintenance and the document that is submitted to the City orderly replacement of the capital Commission for approval. equipment from current revenues wherever 10. The City will determine the most possible. appropriate financing method for all new 3. The City will provide sufficient funds to projects. replace and upgrade equipment as well as 11. If appropriate, the City will attempt to to take advantage of new technology maintain a mixed policy of pay-as-you-go thereby ensuring that employees have safe and borrowing against future revenues for and efficient tools to provide their service. It financing capital projects. reflects a commitment to further automation 12. The City will maintain ongoing and use of available technology to improve maintenance schedules relating to road, productivity in the City's workforce. The sidewalk and drainage system objective for upgrading and replacing improvements. equipment includes: (1) normal 13. The City will address and prioritize replacement as equipment completes its infrastructure needs on the basis of useful life, (2) upgrades to new technology, protecting the health, safety and welfare of and (3) additional equipment necessary to the community. service the needs of the Charter School 14. A CIP preparation calendar shall be and the DSAHS. established and adhered to. 4. The City will use the following criterion to 15. Capital projects will conform to the City's evaluate the relative merit of each capital Comprehensive Plan. project. Capital expenditures will foster 16. Long-term borrowing will not be used to goals of: fund current operations or normal a) Projects specifically included in an maintenance. approved replacement schedule. 17. The City will strive to maintain an b) Projects that reduce the cost of unreserved General Fund balance at a operations. level not less than 10% of the annual c) Projects that significantly improve General Fund revenue. safety and reduce risk exposure. 18. If new project appropriation needs are 5. The classification of items as capital or identified at an interim period during the operating will be determined by two (2) fiscal year, the funding sources will be criteria - cost and frequency. Generally, a identified and mid -year budget capital project has a "useful life" of more amendments will be utilized to provide than one (1) year and a value of $5,000 or formal budgetary authority. In addition more. budget amendments may be utilized to 6. The City will coordinate development of the increase appropriations for specific capital CIP with the development of the operating projects. budget. Future operating costs associated with new capital improvements will be Revenue Policies projected and included in the operating 1. The City will attempt to maintain a forecasts. diversified and stable revenue system as a 7. The first year of the five-year CIP will be shelter from short -run fluctuations in any used as the basis for formal fiscal year single revenue source. appropriations during the annual budget 2. The City will attempt to obtain new revenue process. sources as a way of ensuring a balanced 8. The City will maintain all of its assets at a budget. level adequate to protect the City's capital 3. The City will review fees/charges annually investment and to minimize future and will design or modify revenue systems maintenance and replacement costs. to include provisions that automatically 9. The City will identify the estimated cost of allow charges to grow at a rate that keeps capital projects and prepare a funding pace with the cost of providing the service. projection that considers revenues and M Cash Management/Investment Policies On February 7, 2019, the City Commission re- adopted, by Resolution, Chapter 6.6 of the Administrative Policy Directives and Procedures Manual, entitled "Investment Objectives and Parameters" as the City's Investment Policy for the Management of Public Funds. The Policy was adopted in accordance with Section 218.415, F.S., and its underlying objective is to properly manage and diversify the City's investments to ensure: 1. Safety of Capital 2. Liquidity of Funds 3. Investment Income The purpose of this policy is to set forth the investment objectives and parameters for the management of public funds of the City. These policies are designed to ensure the prudent management of public funds, the availability of operating and capital funds when needed and a competitive investment return. This investment policy applies to the investment of public funds in excess of amounts needed to meet current expenses, which includes cash and investment balances of City funds. A Complete list of the City's investment categories may be found in ("APPENDIX B") entitled Authorized Investment Summary Table. Fund Balance Policies The City hereby establishes and will classify reservations of General Fund, Fund Balance, as defined herein, in accordance with GASB Statement No. 54 Fund Balance Reporting and Governmental Fund Type Definitions. This policy shall primarily apply to the City's General Fund. Fund Balance shall be composed of nonspendable, restricted, committed, assigned and unassigned amounts. Fund Balance information is primarily used to identify the available resources to repay long-term debt, fund capital improvements, stabilize property tax rates, or enhance the City's financial position, in accordance with policies established by the City Commission. 1-9 Fund Balance Definitions and Classifications Fund Balance — refers to the difference between assets and liabilities reported in a governmental fund. Listed below are the various Fund Balance categories (in order from most to least restrictive). Fund Balance — Nonspendable Includes amounts that are not in a spendable form (e.g., inventory) or are required, either legally or contractually, to be maintained intact (e.g., principal of an endowment fund). Examples include: • Inventory • Prepaid Expenditures • Long -Term Portion of Receivables • Corpus of a Permanent Fund The City hereby establishes the following Nonspendable Fund Balance Reserves in the General Fund: a) Inventory Reserve The Inventory Fund Balance Reserve is established to indicate those amounts relating to inventories that are not in a spendable form. b) Prepaid Expenditures The Prepaid Expenditures Fund Balance Reserve is established to indicate those amounts relating to prepaid expenditures that are not in a spendable form. Fund Balance — Restricted Includes amounts that can be spent only for the specific purposes stipulated by external resource providers (e.g., creditors, grant providers, contributors or laws or regulations of other governmental entities), constitutionally, or through enabling legislation (that is, legislation that creates a new revenue source and restricts its use). Effectively, restrictions may be changed or lifted only with the consent of resource providers and when they are legally enforceable. Fund Balance — Committed Includes amounts that can be used only for the specific purposes as established by the adoption of this policy and the annual budget ordinance by the City Commission. Commitments can only be removed or changed by taking the same action that originally established the commitment (e.g., an ordinance). Committed Fund Balance remains binding unless removed in the same manner in which it was established. The action to impose the limitation on resources needs to occur prior to the close of the fiscal year, although the exact amount may be determined subsequently. Contractual obligations should be incorporated to the extent that existing resources in the fund have been specifically committed for use in satisfying those contractual obligations. Encumbrances may be reported as committed. The City hereby establishes the following Committed Fund Balance Reserves in the General Fund: a) Capital Reserve The Capital Fund Balance Reserve is committed by the City Commission as set forth in the annual budget ordinance (and any amendments thereto) to be utilized in future years to fund various capital needs. b) Hurricane/Emergency Recovery Operating Reserve The Hurricane/Emergency Recovery Operating Fund Balance Reserve is to be maintained by the City Manager at a minimum level of $5,000,000 for the purposes of responding to and providing relief and recovery efforts to ensure the maintenance of services to the public during hurricane/emergency situations. Such emergencies include, but are not limited to hurricanes, tropical storms, flooding, terrorist activity and other natural or man-made disasters. Additional funds may be appropriated when necessary via a budget amendment ordinance. This Reserve may not necessarily be established in the annual budget. In the event these funds are utilized, they should be replenished in order to prepare for possible future events. The City will make every effort to replenish this reserve over a five-year period beginning with the completion of recovery from the event for which the reserve funds were used. Fund Balance — Assigned Includes amounts that the City intends to use for a specific purposes or projects as authorized by the City Manager. In governmental funds other than the General Fund, assigned fund balance represents the amount that is not restricted or 1-10 committed. This indicates that resources in other governmental funds are, at a minimum, intended to be used for the purpose of that fund. An appropriation of existing fund balance to eliminate a projected budgetary deficit in the subsequent year's budget in an amount no greater than the projected excess of expected expenditures over expected revenues satisfies the criteria to be classified as an assignment of fund balance. Encumbrances resulting from issuing purchase orders as a result of normal purchasing activities approved by appropriate officials may be reported as assigned. Fund Balance — Unassigned Unassigned fund balance for the General Fund includes all amounts not contained in the other classifications. Unassigned amounts are the portion of fund balance which is not obligated or specifically designated and are generally available for any purpose. If another governmental fund has a fund balance deficit, then it will be reported as a negative amount in the unassigned classification in that fund. Positive unassigned amounts will be reported only in the General Fund. The Minimum Level of Unassigned Fund Balance of the General Fund, at the beginning of each fiscal year, shall not be less than 10% of the annual General Fund revenue. In any fiscal year where the City is unable to maintain this 10% minimum reservation of fund balance as required in this section, the City shall not budget any amounts of unassigned fund balance for the purpose of balancing the budget. In addition, the City Manager will make every effort to reestablish the minimum Unassigned Fund Balance in a 24 — 36 month period beginning with the year from which the reserve funds fell below the 10% threshold. Spending Order of Fund Balance The City uses restricted amounts to be spent first when both the restricted and unrestricted fund balance is available unless there are legal documents/contract that prohibit doing this, such as in grant agreements requiring dollar for dollar spending. Additionally, the City would first use committed fund balance, followed by assigned fund balance and then unassigned fund balance when expenditures are incurred for purposes for which amounts in any of the restricted fund balance classification could be used. Open encumbrances at the end of the fiscal year may only be classified as committed or assigned, depending on at what level of authorization originally established them. Annual Review and Determination of Fund Balance Reserve Amounts The City Manager shall issue a report on an annual basis to the City Commission outlining compliance with the fund balance policy Accounting, Auditing, and Financial Reporting Policies An independent audit will be performed annually. The City will produce annual financial reports in accordance with GAAP as outlined by the GASB. Financing Programs and Debt Administration The City will have four (4) outstanding long-term debt issues at September 30, 2020 with a projected outstanding principal balance of $20,510,000. Debt Service Fund Series 2010 & 2011 (230) Due to a very favorable interest rate environment, in September of 2010, the City issued a partial advance refunding of the original Series 1999 Revenue Bonds with a Bank Loan (described below) that resulted in a more than $1.1 M NPV savings over the life of the loan. The remaining portion of the original Series 1999 Revenue Bonds was refunded in February of 2011 and resulted in a nearly $530,000 NPV savings over the life of its loan. The Series 2010 Revenue Bonds are bank qualified debt, secured solely by a covenant to budget and appropriate the required debt service payments each year. This loan is structured the same as a serial bond issue with principal payments due on April 1st and semi-annual interest payments due on April 1st and October 1st of each year with the final maturity on April 1, 2029. Debt service requirements average approximately $751,000 per year over the 19-year life of the obligation. The interest rate is locked at 3.42%. The Series 2011 Revenue Bonds are bank qualified debt, secured solely by a covenant to budget and appropriate the required debt service payments each year. This loan is structured the same as a serial bond issue with principal payments due on April 1st and semi-annual interest payments due on April 1st and October 1st of each year with the final maturity on April 1, 2029. Debt service requirements average approximately $406,000 per year over the 19-year life of the obligation. The interest rate is locked at 3.64%. Debt Service Fund Series 2012 (A) (250) & Series 2012 (B) (290) Due to a very favorable interest rate environment, in June of 2012, the City refunded the original Series 2002 Revenue Bonds with a Bank Loan (described below) that resulted in a more than $2.5M NPV savings over the life of the loan. The Series 2012 Revenue Bonds are bank qualified debt, secured solely by a covenant to budget and appropriate the required debt service payments each year. This loan is structured the same as a serial bond issue with principal payments due on August 1st and semi-annual interest payments due on February 1st and August 1st of each year with the final maturity on August 1, 2027. Debt service requirements average approximately $368,000 and $411,000 for Debt Service Funds 250 and 290, respectively per year over the 15-year life of the obligation. The interest rate is locked at 2.65%. Debt Service Fund Series 2018 (291) The Series 2018 Revenue Bonds are bank qualified debt, secured solely by a covenant to budget and appropriate the required debt service payments each year. This loan is structured the same as a serial bond issue with principal and interest payments due on February 1st and August 1st of each year with the final maturity on August 1, 2038. Debt service requirements average approximately $497,000 per year over the 20-year life of the obligation. The interest rate is locked at 3.68%. Debt Policy and Administration The City has established an informal policy regarding the utilization and management of debt instruments. Debt is used for a variety of purposes. The principal use of debt by the City has been for making capital expenditures. This informal policy was formed to establish criterion and procedures for the issuance of debt financing by the City. This Debt Policy supports the commitment of the City Commission, management, staff and other decision makers to adhere to the sound financial management practices including full and timely repayment of all borrowings and achieving the lowest possible cost of capital. 1. General a) The City will analyze all funding alternatives in order to minimize the impact of debt structures on the taxpayers. b) The City may utilize debt to refinance current debt or for the acquisition, construction or remodeling of capital improvement projects that cannot be funded from current revenue sources or in such cases wherein it is more equitable to the user of the project to finance the project over its useful life. Debt Structure The City may consider the use of credit enhancements (letters of credit, bond insurance, surety bonds, etc.) when such credit enhancements process cost effective. 3. Issuance of Obligations a) The City may retain an independent financial advisor for advice on debt structuring and marketing debt issuances. b) The City may also retain independent bond counsel and disclosure counsel for legal and procedural advice on all debt issuances. c) As necessary, the City may retain other service advisors, such as trustees, underwriters and pricing advisors. d) Any process utilized to select professional service providers in connection with the City's debt program shall be in conformance with City purchasing policies, procedures and requirements. 4. Maturity of the Debt Bonds will generally not have more than thirty (30) year duration. 5. Payment of Debt Pre -authorized electronic payments are utilized to ensure that all debt related payments are made and received in a timely manner. 1-12 Debit Limit Although the City Charter makes no reference to limitations in establishing debt (i.e., debt limit), the City has limited its borrowing to prudent levels that are able to be satisfied with existing revenue and cash flow projections. The City utilizes debt financing on large expenditures for capital projects or purchases that may be depreciated over their useful lives. By using debt financing, the cost of the expenditure is amortized over its useful life allowing the expenditure to be matched against revenue streams from those receiving the benefits. When establishing debt, there are a number of factors that must be considered in the process. These factors include the long-term needs of the City and the amount of resources available to repay the debt. There are different ways for a City to achieve debt financing. The City may obtain a bank loan, issue special revenue bonds or ask the residents to approve a ballot item authorizing the issuance of general obligation bonds. The Commission considers the asset's useful life and current economic conditions, to determine the appropriate type of financing instrument. Cash Management Pooled Cash The City maintains a pooled cash account for all funds, enabling the City to invest large amounts of idle cash for short periods of time and to optimize earnings potential. Cash and cash equivalents represents the amount owned by each City fund. Interest earned on pooled cash and investments is allocated monthly based on cash balances of the respective funds. Investments are reported at their fair value based on quoted market prices as reported by recognized security exchanges. Investment Categories Cash. Cash Eauivalents and Investments This investment category consists of cash and short-term investments with original maturities of three (3) months or less when purchased, includes cash on hand, demand deposits and investments with the Florida SBA Pool. Operating Account The City's operating funds are currently in a Full Analysis Public Funds Account. This account earns a combination of credit against our analysis charges in addition to interest income. At June 30, 2020, the City's funds were collateralized according to the Qualified Public Depository program, where banks are required to maintain collateral amounts with the Florida Pool. Florida SBA Pool ("Florida Prime") Florida Prime is a 2a7-like pool and the value of the City's position is the same as the value of the pool shares and is recorded at amortized cost. Investments under Management In May of 2009 the City contracted with an Investment Manager to manage a portion of the City's investment portfolio in accordance with our Investment Objectives and Parameters Policy. The City utilizes a 3rd- Party Custodian for all of the City's investments under the direction of our Investment Manager. Purchasing Policy and Administration The purchasing process involves the act and function of responsibility for the acquisition of equipment, materials, supplies and services arriving at a fair and reasonable price and terms, preparing the contract or purchase order, and following up to ensure timely delivery. Our goal is to promote the City's best interest through planning, evaluation and selection of vendors in order to obtain cost effective and efficient goods and services. The Finance Department via the Purchasing Agent is to conduct all purchasing activities in a manner that is conducive to building and maintaining a professional relationship with vendors while buying the goods and services required at the lowest possible cost to the City. Objectives To provide at the time and place needed in the proper quantity and of the proper quality: all materials, supplies, tools, equipment and services for the operations of the City. To secure such materials, supplies, tools, equipment and services at the lowest possible cost, consistent with prevailing economic conditions, while establishing and maintaining a reputation for fairness and integrity. To furnish members of management with timely information and to advise them how market conditions and trends could affect the future availability and price of any 1-13 needed materials, supplies, tools, equipment and services. 3. Conduct all purchasing in accordance with City Ordinance No. 96-07 as amended by Ordinance No. 2006-17. 4. Stimulate competitive bidding and provide interested vendors with an opportunity to offer their products and/or services to the City. Purchasing Guidelines 1. Purchases < or = to $2,500 do not require competitive bidding or City Commission approval. 2. Purchases > $2,500 but < $50,000 may be made or entered into by the City Manager without City Commission approval, provided that three (3) quotes are obtained. 3. Purchases > $50,000 Except as exempted by sections 2-253 and 2-256, shall be awarded by the City Commission after formal competitive Bidding, (e.g., Request for Proposal [RFP]). Risk Management The City maintains an insurance policy through the Florida Municipal Insurance Trust for general liability, automobile, property, flood, workers' compensation coverage and other miscellaneous insurance coverages for City -owned or leased facilities and equipment. The liability limit under this policy is $5,000,000. DEMOGRAPHICS AND MISCELLANEOUS STATISTICS FISCAL YEAR 2020/21 Date of Incorporation: Form of City Government: Area: Population per State Estimate'): Ethnic Distribution (2): White (Non -Hispanic) Hispanic Age Distribution(2) Under20 17% 20-34 18% 35-54 26% 55-64 13% 65+ 26% Average Household Size(2): Average Household size Average Family size Housing Occupancy(2): Total housing units Owner occupied housing units Renter occupied housing units Seasonal, recreational and vacant housing units Full -Time Employees: Public Facilities Located within Corporate Limits: Public Parks: Open Space Recreation (acres): Arts & Cultural Center: Public Libraries(3): November 7, 1995 Commission — Manager 3.2 Square Miles 38,031 57.9% 35.8% 180 1.99 2.66 26,120 11,756 6,136 8,228 African American Other Public Tennis Courts: Public Recreation Centers 3.9% 2.4% 3 1 Public Schools: - Charter Schools: 2 Aventura City of Excellence School (K-8) Don Soffer Aventura High School Police Stations: 1 Fire Stations(3): 2 (1) University of Florida, Bureau of Economic and Business Research. Population is an estimate as of April 1, 2019 (2) U.S. Census Bureau, Profile of General Demographic Characteristics: 2010 for Aventura, Florida (3) Operated by Miami -Dade County 7 32 1 1 1-14 BUDGET PREPARATION CALENDAR FISCAL YEAR 2020/21 DATE RESPONSIBILITY ACTION REQUIRED April 1 City Manager Distributes prior year Objectives and All Department Directors Performance Workload Indicators to be updated in accordance with our philosophy. April 10 City Manager Electronic spreadsheets are delivered to Department Directors with updated budget preparation directives. April 13 All Department Directors Completed budget estimates are submitted to to City Manager the City Manager. Revenue estimates May 8 Finance Department are prepared. May 8 Finance Department Completion of non General Fund budgets to to City Manager include totals of all revenues and May 29 expenditures submitted to City Manager. June 1 City Manager Conducts departmental budget review to Assistant City Manager — meetings, balances budget and prints June 19 Finance and Administration budget document. July 10 City Manager City Manager's recommended budget document and message are submitted to City Commission. July 16 City Commission Budget Review Meeting, adopt tentative ad City Manager valorem rate to transmit to County for notification purposes. September 8* City Commission First reading on budget and ad valorem tax rate ordinances. September 16* City Commission Second reading on budget, ad valorem tax rate ordinance and Public Hearing. September 18 Assistant City Manager— Documents transmitted to Property Finance and Administration Appraiser and State. October 1 All Departments New budget becomes effective. * Dates are subject to change based on School Board and Miami -Dade County Commission meeting dates. 1-15 ASSESSED VALUE INFORMATION (LAST TEN FISCAL YEARS) Fiscal Year Tax Less: Total Taxable Ended Roll Real Personal Tax Exempt Assessed September 30, Year Property Property Real Property Value 2011 2010 $ 7,607,087,842 $ 216,861,227 $(579,342,462) $7,244,606,607 2012 2011 7,599,224,177 212,774,157 (521,364,015) 7,290,634,319 2013 2012 7,832,825,557 216,503,467 (548,090,007) 7,501,239,017 2014 2013 8,109,509,199 211,480,897 (534,557,698) 7,786,432,398 2015 2014 8,734,453,409 198,681,857 (538,824,136) 8,394,311,130 2016 2015 9,418,840,654 208,455,823 (532,334,375) 9,094,962,102 2017 2016 10,256,329,248 216,738,181 (571,373,185) 9,901,694,244 2018 2017 10,450,567,929 223,735,802 (575,305,868) 10,098,997,863 2019 2018 10,669,786,837 251,121,004 (555,067,665) 10,365,840,176 2020 2019 11,012,770,618 286,769,608 (669,343,694) 10,740,186,632 Note: (1) Florida Law requires that all property be assessed at current fair market value. 1-16 TAX RATE COMPARISON The City of Aventura has the lowest tax rate in Miami -Dade County. The table below compares the adopted tax rates of cities located within the County for fiscal year 2019/20: Millage Total Operating Debt Code City Millage Millage Millage 2800 Aventura 1.7261 1.7261 - 3000 Uninc. County 1.9283 1.9283 - 1200 Bal Harbour 1.9654 1.9654 - 3500 Doral 2.0872 1.9000 0.1872 3100 jSunny Isles Beach 2.2000 2.2000 - 3300 Palmetto Bay 2.2000 2.2000 - 3200 Miami Lakes 2.3127 2.3127 - 2000 Pinecrest 2.3990 2.3990 - 3600 Cutler Bay 2.4323 2.4323 - 2400 Key Biscayne 3.1950 3.1950 - 1300 Bay Harbor Island 3.6245 3.6245 - 2500 Sweetwater 3.9948 3.9948 - 0900 South Miami 4.3000 4.3000 - 1400 S urfs ide 4.4000 4.4000 - 2200 Medley 5.0500 5.0500 - 2600 Virginia Gardens 5.1000 5.1000 - 2700 Hialeah Gardens 5.1613 5.1613 - 0300 Coral Gables 5.5590 5.5590 - 0200 Miami Beach 6.0221 5.7288 0.2933 2300 North Bay Village 6.1179 5.4992 0.6187 2100 Indian Creek 6.3000 6.3000 - 0400 Hialeah 6.3018 6.3018 - 1000 Homestead 6.4015 5.9215 0.4800 0700 North Miami Beach 6.8194 6.2000 0.6194 1500 West Miami 6.8858 6.8858 - 1600 Florida City 7.1858 7.1858 - 0500 Miami Springs 7.3300 7.3300 - 0600 North Miami 7.5000 7.5000 - 3400 Miami Gardens 7.8325 6.9363 0.8962 0100 Miam i 7.9900 7.5665 0.4235 1800 El Portal 8.3000 8.3000 - 1100 Miami Shores 8.3009 7.9000 0.4009 1900 Golden Beach 8.4000 7.5780 0.8220 1700 1 Biscayne Park 9.7000 9.7000 - 0800 Opa-locks 9.8000 9.8000 - Source: Miami -Dade County Office of the Property Appraiser 2019 Adopted Millage Rates Schedule 1-17 WHERE DO YOUR TAX DOLLARS GO? (Based on fiscal year 2019/20 Tax Rates) Miami -Dade County Miami -Dade County School Board City of Aventura W mil."'Y P I - H _ = 1t Everglades 90111 Okeechobee Basin SFWM (depiction above is for representational purposes only and is not designed to exact scale) 2019/20 Adopted Taxing Authority Millages % Miami -Dade County 8.3176 47.52% Miami -Dade County School Board 7.1480 40.84% South Florida Water Management District (SFWMD) 0.1152 0.66% Everglades 0.0397 0.23% Okeechobee Basin 0.1246 0.71% Florida Inland Navigation District (FIND) 0.0320 0.18% City of Aventura 1.7261 9.86% Total Millage Rate 17.6032 100.00% 1-18 COMPARATIVE PERSONNEL ALLOCATION SUMMARY City Commission Office of the City Manager Legal " City Clerk's Office Finance Information Technology Police Community Development Community Services Public Works/Transportation Arts & Cultural Center* Charter School "" Don SofferAventura H.S. Total Comparative Personnel Allocation Summary 10 - Year Presentation 2011/12 2012/13 2013/14 2014/15 2015/16 2016/17 2017/18 2018/19 2019/20 2020/21 7.0 7.0 7.0 7.0 7.0 7.0 7.0 7.0 7.0 7.0 4.6 4.6 3.6 3.6 3.6 3.0 3.0 3.0 3.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 7.0 6.0 7.0 7.0 7.0 7.0 7.0 7.0 7.0 7.0 6.0 6.0 6.0 6.0 6.0 6.0 6.0 6.0 6.0 6.0 120.0 121.0 121.0 123.0 124.0 125.0 129.0 130.0 130.0 130.0 8.4 8.4 8.4 8.4 9.4 9.0 9.0 9.0 9.0 7.0 27.0 26.0 26.0 26.0 26.0 21.5 24.0 24.0 25.0 25.0 - - - - - 6.5 7.0 7.0 7.0 7.0 3.0 4.0 4.0 4.0 4.0 4.0 4.0 4.0 4.0 4.0 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 185.0 185.0 185.0 187.0 189.0 191.0 198.0 199.0 200.0 197.0 Departmental staff is provided through contractual services. Departmental staff is included in Charter School Fund Budget Document. *** Management is provided by CSUSA and departmental staff is included in Don Soffer Aventura High School Fund Budget Document. PRIVATIZED/CONTRACTED CITY SERVICES ■ City Attorney and Legal Services ■ Building Plans Review and Inspections ■ Planning Services ■ Engineering Services ■ Traffic Engineering Services • Recreation Programming, Sports and Special Events ■ Road, ROW, Building, Park and Median Maintenance ■ Solid Waste ■ Shuttle Bus Service ■ Bicycle Sharing Program ■ Management of the Aventura Arts & Cultural Center ■ ACES Charter School Teachers and After School Programs ■ ACES Charter School Transportation and Food Services ■ Management of the Don Soffer Aventura High School 1-19 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 1-20 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q SUMMARY OF ALL FUNDS 2-1 CITY OF AVENTURA SUMMARY OF ALL FUNDS 2020/21 OPERATING & CAPITAL OUTLAY REVENUE PROJECTIONS APPROVED CITY MANAGER COMMISSION FUND ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. FUND 2017/18 2018/19 2019/20 2020/21 2020/21 001 General Fund $ 61,849,087 $ 59,974,450 $ 55,171,079 $ 54,353,943 $ 54,353,943 110 Police Education Fund 5,491 5,895 13,096 5,500 5,500 120 Transportation & Street Maint. Fund 3,533,201 3,821,884 8,387,545 2,767,000 2,767,000 180 911 Fund 87,779 94,655 115,360 105,350 105,350 230-290 Debt Service Funds 2,770,224 2,770,224 3,506,084 2,455,435 2,455,435 392 Capital Projects Fund 476,907 442,263 864,932 864,932 864,932 393 Aventura Charter High School Const. F 13,689,166 1,726,303 797,527 410 Stormwater Utility Fund 1,359,964 1,353,706 1,381,739 1,340,250 1,340,250 620 Police Offduty Services Fund 509,111 676,491 475,000 475,000 475,000 Subtotal 84,280,930 70,865,871 70,712,362 62,367,410 62,367,410 Interfund Eliminations (8,829,335) (3,034,942) (2,996,294) (2,300,214) (2,300,214) OFal Revenue $ 75,451,595 $ 67,830,929 $ 67,716,068 $ 60,067,196 $ 60,067,196 EXPENDITURES DEPTJ APPROVED CITY MANAGER COMMISSION DIV. ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. DEPARTMENT 2017/18 2018/19 2019/20 2020/21 2020/21 Operating Expenditures: 0101 City Commission 0501 Office of the City Manager 0601 Legal 0801 City Clerk's Office 1001 Finance 1201 Information Technology 2001 Police 4001 Community Development 5001 Community Services 5401 Public Works/Transportation 7001 Arts & Cultural Center 9001 Non -Departmental Subtotal Capital Outlay: 8005 Office of the City Manager 8008 City Clerk's Office 8010 Finance 8012 Information Technology 8020 Police 8040 Community Development 8050 Community Services 8054 Public Works/Transportation 8069 Charter School 8070 Arts & Cultural Center 8090 Non -Departmental 8090 CIP Reserve Subtotal Non - Departmental. 9001 Transfer to Funds 9001 Debt Service Subtotal qr $ 143,959 $ 146,406 $ 148,877 $ 150,764 $ 150,764 885,567 584,141 621,129 587,135 587,135 261,656 417,607 311,000 311,000 311,000 293,580 300,514 349,813 359,674 359,674 1,022,380 1,049,136 1,085,278 1,098,400 1,098,400 1,064,222 1,102,231 1,189,026 1,239,190 1,239,190 19,689,900 20,740,371 21,541,058 21,796,067 21,796,067 5,036,699 3,783,281 2,676,218 2,686,805 2,686,805 2,380,944 2,695,795 2,542,293 2,573,009 2,573,009 5,700,240 5,766,617 5,660,997 5,690,848 5,690,848 797,663 804,742 840,260 856,996 856,996 2,019,032 1,370,573 1,704,500 1,509,500 1,509,500 39,295,842 38,761,414 38,670,449 38,859,388 38,859,388 2,000 2,000 2,226 887 2,000 1,000 1,000 2,908 2,717 5,000 2,000 2,000 386,138 146,945 169,292 181,000 181,000 724,698 860,982 1,002,569 849,335 849,335 7,196 159,574 146,784 5,500 5,500 319,009 263,285 468,852 157,500 157,500 3,474,511 908,176 7,226,167 1,761,742 1,761,742 2,361,765 13,756,177 797,527 200,000 200,000 41,924 114,984 86,788 31,400 31,400 4,720,715 178,292 1,653 15,630,903 15, 562,896 15,562,896 12,043,090 16,392,019 25,539,535 18,752,373 18,752,373 2,699,842 2,699,842 3,506,084 2,455,435 2,455,435 2,699,842 2,699,842 3,506,084 2,455,435 2,455,435 Total Expenditures $ 54,038,774 $ 57,853,275 $ 67,716,068 $ 60,067,196 $ 60,067,196 2-2 CITY OF AVENTURA SUMMARY OF ALL FUNDS 2020/21 OPERATING & CAPITAL OUTLAY DEPT./ APPROVED CITY MANAGER COMMISSION DIV. ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY 2017/18 2018/19 2019/20 2020/21 2020/21 1000/2999 Personal Services 3000/3999 Contractual Services 4000/4999 Other Charges/Svcs 5000/5399 Commodities 5400/5999 Other Operating Expenses - Subtotal 6000/6999 Capital Outlay 7000/7999 Debt Service 8000/8999 Transfer to Funds Total Expenditures $ 23,185,989 $ 23,736,330 $ 10,057,501 9,155,789 4,480,510 4,668,228 521,074 563,556 1,050,768 637,511 24,667,403 $ 24,834,400 $ 24,834,400 8,146,165 8,290,779 8,290,779 5,044,700 4,906,224 4,906,224 586,850 611,000 611,000 225,331 216,985 216,985 39,295,842 38,761,414 38,670,449 38,859,388 38,859,388 12,043,090 16,392,019 25,539,535 18,752,373 18,752,373 2,699,842 2,699,842 3,506,084 2,455,435 2,455,435 $ 54,038,774 $ 57,853,275 $ 67,716,068 $ 60,067,196 $ 60,067,196 Comparative Personnel Allocation Summary 4 - Year Presentation 2017/18 2018/19 2019/20 2020/21 City Commission 7.0 7.0 7.0 7.0 Office of the City Manager 3.0 3.0 3.0 2.0 Legal* City Clerk's Office 2.0 2.0 2.0 2.0 Finance 7.0 7.0 7.0 7.0 Information Technology 6.0 6.0 6.0 6.0 Police 129.0 130.0 130.0 130.0 Community Development 9.0 9.0 9.0 7.0 Community Services 24.0 24.0 25.0 25.0 Public Works/Transportation 7.0 7.0 7.0 7.0 Arts & Cultural Center Charter School ** 4.0 4.0 4.0 4.0 Don Soffer Aventura H.S. *** N/A N/A N/A N/A 198.0 199.0 200.0 197.0 Departmental staff is provided through contractual services. Departmental staff is included in Charter School Fund Budget Document. Management is provided by CSUSA and departmental staff is included in Don Soffer Aventura High School Fund Budget Document. Total Full -Time Total Part -Time Tota I Comparative Personnel Allocation Summary Full -Time vs. Part -Time 4 - Year Presentation 2017/18 2018/19 2019/20 2020/21 182.0 183.0 183.0 180.0 16.0 16.0 17.0 17.0 198.0 199.0 200.0 197.0 2-3 CITY OF AVENTURA FUND BALANCE ANALYSIS APPROVED CITY MANAGER COMMISSION ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL DEPARTMENT 2017/18 2018/19 2019/20 2020/21 2020/21 GENERAL FUND (001) Beginning Balance/Carryover $ 17,478,338 $ 15,407,572 $ 15,309,221 $ 14,260,504 $ 14,260,504 Revenues/Sources 44,370,749 44,566,878 39,861,858 40,093,439 40,093,439 Expenditures/Uses (53,269,905) (39,990,801) (40,775,088) (39,581,639) (39,581,639) Ending Fund Balance $ 8,579,182 $ 19,983,649 $ 14,395,991 $ 14,772,304 $ 14,772,304 SPECIAL REVENUE FUNDS POLICE EDUCATION FUND (110) Beginning Balance/Carryover $ 3,798 $ 3,798 $ 7,596 $ $ Revenues/Sources 2,407 2,407 5,500 5,500 5,500 Expenditures/Uses (3,910) (3,910) (13,096) (5,500) (5,500) Ending Fund Balance $ 2,295 $ 2,295 $ - $ - $ STREET MAINTENANCE FUND (120) Beginning Balance/Carryover $ 3,051,273 $ 3,051,273 $ 6,102,545 $ 860,000 $ 860,000 Revenues/Sources 1,584,908 1,584,908 2,285,000 1,907,000 1,907,000 Expenditures/Uses (1,510,952) (1,510,952) (8,387,545) (2,767,000) (2,767,000) F Ending Fund Balance $ 3,125,229 $ 3,125,229 $ - $ - $ 911 FUND (180) Beginning Balance/Carryover $ 12,560 $ 12,560 $ 25,120 $ 20,000 $ 20,000 Revenues/Sources 51,173 51,173 90,240 85,350 85,350 Expenditures/Uses (44,708) (44,708) (115,360) (105,350) (105,350) Ending Fund Balance $ 19,025 $ 19,025 $ - $ - $ DEBT SERVICE FUNDS (230-291) Beginning Balance/Carryover $ 157,999 $ 157,999 $ 315,996 $ $ Revenues/Sources 1,610,170 1,610,170 3,190,088 2,455,435 2,455,435 Expenditures/Uses (1,753,043) (1,753,043) (3,506,084) (2,455,435) (2,455,435) rEnding Fund Balance $ 15,126 $ 15,126 $ - $ - $ CAPITAL PROJECTS FUND (392) Beginning Balance/Carryover $ - $ - $ 864,932 $ 864,932 $ 864,932 Revenues/Sources 63,209 63,209 Expenditures/Uses (39,876) (39,876) (864,932) (864,932) (864,932) Ending Fund Balance $ 23,333 $ 23,333 $ - $ - $ AVENTURA CHARTER HIGH SCHOOL CONSTRUCTION FUND (393) Beginning Balance/Carryover $ - $ $ $ $ Revenues/Sources 13,689,166 1,726,303 797,527 Expenditures/Uses (2,361,765) (13,756,177) (797,527) 1 Ending Fund Balance $ 11,327,401 $ (12,029,874) $ - $ $ STORMWATER UTILITY FUND (410) Beginning Balance/Carryover $ 36,870 $ 36,870 $ 73,739 $ 38,250 $ 38,250 Revenues/Sources 553,472 553,472 1,308,000 1,302,000 1,302,000 Expenditures/Uses (657,639) (657,639) (1,381,739) (1,340,250) (1,340,250) Ending Fund Balance $ (67,297) $ (67,297) $ - $ - $ POLICE OFFDUTY SERVICES FUND (620) Beginning Balance/Carryover $ - $ - $ - $ - $ Revenues/Sources 232,034 232,034 475,000 475,000 475,000 Expenditures/Uses (291,319) (291,319) (475,000) (475,000) (475,000) Ending Fund Balance $ (59,285) $ (59,285) $ - $ - $ 2-4 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 GENERAL FUND 2-5 CITY OF AVENTURA GENERAL FUND - 001 SUMMARY OF BUDGET FISCAL YEAR 2020/21 OPERATING & CAPITAL OUTLAY FUND DESCRIPTION The General Fund is used to account for resources and expenditures that are available for the City's general operations. REVENUE PROJECTIONS APPROVED CITY MANAGER COMMISSION ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL CATEGORY 2017/18 2018/19 2019/20 2020/21 2020/21 Current Revenues $ 44,370,749 $ 44,566,878 $ 39,861,858 $ 40,093,439 $ 40,093,439 Carryover 17,478,338 15,407,572 15,309,221 14,260,504 14,260,504 Total Revenues $ 61,849,087 $ 59,974,450 $ 55,171,079 $ 54,353,943 $ 54,353,943 EXPENDITURES DEPT./ APPROVED CITY MANAGER COMMISSION DIV. ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. DEPARTMENT 2017/18 2018/19 2019/20 2020/21 2020/21 Operating Expenditures: 0101 City Commission $ 143,959 $ 146,406 $ 148,877 $ 150,764 $ 150,764 0501 Office of the City Manager 885,567 584,141 621,129 587,135 587,135 0601 Legal 261,656 417,607 311,000 311,000 311,000 0801 City Clerk's Office 293,580 300,514 349,813 359,674 359,674 1001 Finance 1,022,380 1,049,136 1,085,278 1,098,400 1,098,400 1201 Information Technology 1,064,222 1,102,231 1,189,026 1,239,190 1,239,190 2001 Police 19,171,769 20,132,807 20,957,752 21,218,857 21,218,857 4001 Community Development 5,036,699 3,783,281 2,676,218 2,686,805 2,686,805 5001 Community Services 2,380,944 2,695,795 2,542,293 2,573,009 2,573,009 5401 Public Works/Transportation 3,184,738 3,113,731 3,230,973 3,268,540 3,268,540 7001 Arts & Cultural Center 797,663 804,742 840,260 856,996 856,996 9001 Non -Departmental 2,019,032 1,370,573 1,704,500 1,509,500 1,509,500 Subtotal 36,262,209 35,500,964 35,657,119 35,859,870 35,859,870 Capital Outlay 8005 Office of the City Manager 2,000 2,000 8008 City Clerk's Office 2,226 887 2,000 1,000 1,000 8010 Finance 2,908 2,717 5,000 2,000 2,000 8012 Information Technology 386,138 146,945 169,292 181,000 181,000 8020 Police 724,698 771,573 940,149 766,355 766,355 8040 Community Development 7,196 159,574 146,784 5,500 5,500 8050 Community Services 166,380 263,285 468,852 157,500 157,500 8054 Public Works/Transportation 2,356,176 81,638 299,157 76,800 76,800 8069 Charter School 200,000 200,000 8070 Arts & Cultural Center 41,924 114,984 86,788 31,400 31,400 8090 Non -Departmental 4,720,715 178,292 1,653 8090 CIP Reserve 14,395,991 14,772,304 14,772,304 Subto� 8,410,361 1,719,895 16,517,666 16,193,859 16,193,859 Transfer to Funds 8,597,335 2,769,942 2,996,294 2,300,214 2,300,214 Subtotal 8,597,335 2,769,942 2,996,294 2,300,214 2,300,214 Total $ 53,269,905 $ 39,990,801 $ 55,171,079 $ 54,353,943 $ 54,353,943 wool CITY OF AVENTURA GENERAL FUND - 001 CATEGORY SUMMARY FISCAL YEAR 2020/21 REVENUE PROJECTIONS APPROVED CITY MANAGER COMMISSION OBJECT ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL CODE CATEGORY 2017118 2018119 2019120 2020/21 2020121 3100001319999 Locally Levied Taxes $ 26,085,732 $ 26,209,992 $ 26,866,707 $ 26,305,195 $ 26,305,195 3200001329999 Licenses & Permits 3300001339999 Intergovernmental Revenues 3400001349999 Charges for Services 3500001359999 Fines & Forfeitures 3600001369999 Miscellaneous Revenues 3800001389999 Transfer from Funds 3999001399999 Fund Balance Total Available General Fund 8,652,714 6,592,049 4,080,500 6,499,557 6,499,557 3,927,769 4,847,227 3,927,670 3,088,870 3,088,870 2,604,902 2,823,334 2,629,481 2,252,317 2,252,317 2,579,456 2,675,837 1,777,500 1,752,500 1,752,500 520,176 1,418,439 580,000 195,000 195,000 17,478,338 15,407,572 15,309,221 14,260,504 14,260,504 $ 61,849,087 $ 59,974,450 $ 55,171,079 $ 54,353,943 $ 54,353,943 EXPENDITURES APPROVED CITY MANAGER COMMISSION OBJECT ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL CODE CATEGORY 2017118 2018119 2019120 2020/21 2020121 1000/2999 Personal Services 22,762,626 23,226,111 24,192,403 24,359,400 24,359,400 3000/3999 Contractual Services 7,897,145 6,917,137 5,721,891 5,873,721 5,873,721 4000/4999 Other Charges & Services 4,388,865 4,585,661 4,955,490 4,817,014 4,817,014 5000/5399 Commodities 520,481 562,896 585,850 608,500 608,500 5400/5499 Other Operating Expenses 693,092 209,159 201,485 201,235 201,235 Total operating expenses 36,262,209 35,500,964 35,657,119 35,859,870 35,859,870 6000/6999 Capital Outlay 8,410,361 1,719,895 16,517,666 16,193,859 16,193,859 8000/8999 Transfer to Funds 8,597,335 2,769,942 2,996,294 2,300,214 2,300,214 Total expenditures $ 53,269,905 $ 39,990,801 $ 55,171,079 $ 54,353,943 $ 54,353,943 2-7 CITY OF AVENTURA GENERAL FUND - 001 FUND BALANCE ANALYSIS FISCAL YEAR 2020/21 REVENUE PROJECTIONS APPROVED CITY MANAGER COMMISSION ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL CATEGORY 2017/18 2018/19 2019/20 2020/21 2020/21 Beginning Fund Balance $ 17,478,338 $ 15,407,572 $ 15,309,221 $ 14,260,504 $ 14,260,504 Revenues/Sources: Locally Levied Taxes Property Taxes Section 185 Premium Tax Utility Taxes Unified Comm. Tax City Business Tax Subtotal Licenses & Permits Intergovernmental Rev. Charges for Services Fines & Forfeitures Miscellaneous Interfund Transfers In _�ubtota� Total Revenues/Sources $ 16,747,025 $ 17,051,593 $ 17,686,707 $ 17,375,195 $ 17,375,195 435,103 474,040 425,000 425,000 425,000 6,094,873 6,141,085 6,040,000 6,005,000 6,005,000 1,957,821 1,748,708 1,850,000 1,700,000 1,700,000 850,910 794,566 865,000 800,000 800,000 26,085,732 26,209,992 26,866,707 26,305,195 26,305,195 8,652,714 6,592,049 4,080,500 6,499,557 6,499,557 3,927,769 4,847,227 3,927,670 3,088,870 3,088,870 2,604,902 2,823,334 2,629,481 2,252,317 2,252,317 2,579,456 2,675,837 1,777,500 1,752,500 1,752,500 520,176 1,418,439 580,000 195,000 195,000 18,285,017 18,356,886 12,995,151 13,788,244 13,788,244 $ 44,370,749 $ 44,566,878 $ 39,861,858 $ 40,093,439 $ 40,093,439 APPROVED CITY MANAGER COMMISSION OBJECT ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL CODE CATEGORY 2017/18 2018/19 2019/20 2020/21 2020/21 Expenditures/Uses: Operating Expenditures 0101 City Commission 0501 Office of the City Manager 0601 Legal 0801 City Clerk's Office 1001 Finance 1201 Information Technology 2001 Police 4001 Community Development 5001 Community Services 5401 Public Works/Transportation 7001 Arts & Cultural Center 9001 Non -Departmental Total Operating Expenditures Capital Outlay Expenditures Interfund Transfers Out expenditures/Uses Ending Fund Balance Designated for Capital Improvements $ 143,959 $ 146,406 $ 148,877 $ 150,764 $ 150,764 885,567 584,141 621,129 587,135 587,135 261,656 417,607 311,000 311,000 311,000 293,580 300,514 349,813 359,674 359,674 1,022,380 1,049,136 1,085,278 1,098,400 1,098,400 1,064,222 1,102,231 1,189,026 1,239,190 1,239,190 19,171,769 20,132,807 20,957,752 21,218,857 21,218,857 5,036,699 3,783,281 2,676,218 2,686,805 2,686,805 2,380,944 2,695,795 2,542,293 2,573,009 2,573,009 3,184,738 3,113,731 3,230,973 3,268,540 3,268,540 797,663 804,742 840,260 856,996 856,996 2,019,032 1,370,573 1,704,500 1,509,500 1,509,500 36,262,209 35,500,964 35,657,119 35,859,870 35,859,870 8,410,361 8,597,335 1,719,895 2,769,942 2,121,675 2,996,294 1,421,555 2,300,214 1,421,555 2,300,214 53,269,905 39,990,801 40,775,088 39,581,639 39,581,639 8,579,182 19,983,649 14,395,991 14,772,304 14,772,304 Wl CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q REVENUE PROJECTIONS 2-9 CITY OF AVENTURA GENERAL FUND - 001 REVENUE PROJECTIONS FISCAL YEAR 2020/21 OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017118 2018/19 2019120 2020121 2020121 Locally Levied Taxes 3111000 Ad Valorem Taxes -Current $ 16,211,763 $ 16,413,368 $ 17,611,707 $ 17,300,195 $ 17,300,195 3112000 Ad Valorem Taxes -Delinquent 535,262 638,225 75,000 75,000 75,000 3125200 Section 185 Premium Tax 435,103 474,040 425,000 425,000 425,000 3141000 Utility Tax -Electric 4,815,042 4,903,339 4,835,000 4,800,000 4,800,000 3143000 Utility Tax -Water 1,250,281 1,213,984 1,175,000 1,175,000 1,175,000 3144000 Utility Tax -Gas 29,550 23,762 30,000 30,000 30,000 3149000 Unified Communications Tax 1,957,821 1,748,708 1,850,000 1,700,000 1,700,000 3161000 City Business Tax 850,910 794,566 865,000 800,000 800,000 Subtotal 26,085,732 26,209,992 26,866,707 26,305,195 26,305,195 Licenses & Permits 3221000 Building Permits 5,534,599 3,663,196 2,318,000 2,383,800 2,383,800 3221500 Radon/Code Comp Admin. Fee 27,046 12,301 7,500 7,500 7,500 3222000 Certificate of Occupancy 475,577 489,925 155,000 155,000 155,000 3231000 Franchise Fee -Electric 1,885,946 1,710,622 835,000 3,201,257 3,201,257 3234000 Franchise Fee -Gas 6,350 10,083 90,000 90,000 90,000 3237100 Franchise Fee -Sanitation 601,476 628,751 575,000 587,000 587,000 3238000 Franchise Fee -Towing 51,000 50,000 50,000 50,000 50,000 3291000 Engineering Permits 70,720 27,171 50,000 25,000 25,000 Subtotal 8,662,714 6,592,049 4,080,500 6,499,557 6,499,557 Intergovernmental Revenues 3312100 Bulletproof Vests 9,506 5,535 3312910 FEMA 27,957 702,020 3342009 Justice Assistance Grant 1,520 3343601 FDEP Agreement 200,000 3344901 Maintenance Agreement Payment 12,676 12,676 12,670 12,670 12,670 3351200 State Revenue Sharing 812,031 850,742 835,000 691,200 691,200 3351500 Alcoholic Beverage License 19,641 25,954 20,000 20,000 20,000 3351800 Half Cent Sales Tax 2,965,580 2,994,211 2,995,000 2,320,000 2,320,000 3354930 Fuel Tax Refund 14,321 4,270 15,000 5,000 5,000 3377501 MPO Transit Study 13,281 3382000 County Business Tax 51,256 51,819 50,000 40,000 40,000 Subtot 3,927,769 4,847,227 3,927,670 3,088,870 3,088,870 Charges For Services 3413000 Certificate of Use Fees 4,763 4,515 5,000 5,000 5,000 3419500 Lien Search Fees 88,719 80,300 80,000 70,000 70,000 3421300 Police Services Agreement 1,197,114 1,271,374 1,299,481 1,321,817 1,321,817 3425000 Development Review Fees 153,315 108,100 130,000 110,500 110,500 3471000 Rec/Cultural Events 23,779 2,986 15,000 3472000 Parks & Recreation Fees 158,284 310,857 175,000 125,000 125,000 3472500 Community Center Fees 244,281 260,113 225,000 150,000 150,000 3473000 Membership & Guest Fees 48,926 69,077 3474000 Founders Day 32,875 32,325 30,000 25,000 25,000 3475000 Summer Recreation 483,943 491,246 500,000 300,000 300,000 3476001 AACC Fees and Rentals 168,903 192,441 170,000 145,000 145,000 Subtotal 2,604,902 2,823,334 2,629,481 2,262,317 2,262,317 2-10 CITY OF AVENTURA GENERAL FUND - 001 REVENUE PROJECTIONS - CONTINUED FISCAL YEAR 2020/21 OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 Fines & Forfeitures 3511000 County Court Fines 268,039 284,354 275,000 250,000 250,000 3541000 Code Violation Fines 2,382 5,774 2,500 2,500 2,500 3542000 Intersection Safety Camera Program 2,309,035 2,385,709 1,500,000 1,500,000 1,500,000 Subtotal 2,579,456 2,675,837 1,777,500 1,752,500 1,752,500 Misc. Revenues 3611000 Interest Earnings 436,644 1,158,802 500,000 125,000 125,000 3644200 Sale of Assets 26,285 22,459 20,000 20,000 20,000 3644910 Lost/Abandoned Property 2,063 1,279 3644920 Evidence 7,957 189 3699000 Misc. Revenues 47,227 235,710 60,000 50,000 50,000 Subtotal' 520,176 1,418,439 580,000 195,000 195,000 Non -Revenue 3999000 Carryover 17,478,338 15,407,572 15,309,221 14,260,504 14,260,504 Subtotal 17,478,338 15,407,572 15,309,221 14,260,504 14,260,504 Total Available General Fund $ 61,849,087 $ 59,974,450 $ 55,171,079 $ 54,353,943 $ 54,353,943 2-11 REVENUE PROJECTION RATIONALE LOCALLY LEVIED TAXES 3111000 Ad Valorem Taxes -Current — Ad Valorem or property taxes are authorized by Chapter 166, Florida Statutes. The Florida Constitution limits local governments to a maximum of 10 mills of Ad Valorem taxation. The amount of revenue is based on the tax rate multiplied by the assessed value of the City which is provided by the County Property Appraiser. The amount is then budgeted at 95% of its gross value to allow for prompt payment discounts and other adjustments in accordance with Florida Statutes. The City's assessed value as reported by the Property Appraiser is $10,550,216,874. This amount is $189,969,758 or 1.77% less than last year. The ad valorem millage levy for fiscal year 2020/21 is recommended to be 1.7261, which is the same rate adopted last year. This will generate $17,300,195 compared to last year's amount of $17,611,707. This represents the 25t" year without a millage rate increase. City Ad Valorem Tax Rate History: 1995/96 to 2006/07 — 2.2270 2007/08 to present — 1.7261 Ad Valorem Taxes - Current $20, 000,000 $15, 000,000 $10, 000000 $5,000:000 00 3112000 Ad Valorem Taxes -Delinquent — This revenue source is derived by those taxpayers who do not pay their taxes by March 31st of any given year. On average the total revenue received in this category is minimal when compared to the total Ad Valorem taxes collected. Ad Valorem Taxes - Delinquent $700,000 - $600,000 _ $500,000� $400,000 $300,000 $200,000 $100,000 \N� b\yh \y° \yA ti°y�\y00 ti°y�\y� ° \may 2-12 3141000 Utility Tax -Electric — Section 166.231(1)(A), Florida Statutes, authorizes a city to collect Public Service or Utility Taxes. Miami -Dade County previously established by Ordinance utility taxes for unincorporated areas in the amount of 10% on electricity. The City enacted Ordinance 96-03 which mirrored the County's utility tax levies. The projection is based on actual collections for the past two (2) fiscal years. $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 Utility Tax - Electric 'IXN t\'�' 11\y°°\�� A\"' � .10, 3143000 Utility Tax -Water — Section 166.231(1) (A), Florida Statutes, authorizes a City to collect Public Service or Utility Taxes. Miami -Dade County previously established by Ordinance utility taxes for unincorporated areas in the amount of 10% on water. The City enacted Ordinance 96-03 which mirrored the County's utility tax levies. The projection is based on actual collections for the past two (2) fiscal years. Utility Tax - Water $1,350,000 ''-f- $1,250,000 $1,150,000 $1,050,000 $950,000 $850,000 $750,000 3144000 Utility Tax -Gas — Section 166.231(1) (A), Florida Statutes, authorizes a City to collect Public Service or Utility Taxes. Miami -Dade County previously established by Ordinance utility taxes for unincorporated areas in the amount of 10% on gas and oil. The City enacted Ordinance 96-03 which mirrored the County's utility tax levies. The projection is based on actual collections for the past two (2) fiscal years. Utility Tax - Gas $50,000 $40,000 $30,000 $20,000 $10,000 2-13 3149000 Unified Communications Tax — Effective October 1, 2001, the Unified Communications Tax replaced municipal utility taxes and franchise fees on all telecommunication, cable and other communication services. The projection is based on actual collections in the current fiscal year. Unified Communications Tax $3,000,000 $2,000,000 $1,000,000 $- -' 3161000 City Business Tax — Pursuant to Chapter 205, Florida Statutes, the City has adopted an ordinance imposing a business tax for the privilege of engaging in or managing any business, profession or occupation within the City. The amount budgeted is based on anticipated collections in the current fiscal year. City Business Tax $950,000 $900,000 $850,000 $0,000 $75750,000 $700,000 LICENSES AND PERMITS 3221000 Building Permits — Permits must be issued to any individual or business that performs construction work within the City's corporate limits. These permits are issued for construction, such as plumbing, electrical, structural, mechanical, etc. and their fees are set by City Ordinance. The projection includes a small increase over the current year budget based on actual collections in the current fiscal year and anticipated FY 2020/21 building activity. Building Permits $6,000,000 $4,000,000 $2,000,000 -� 2-14 3231000 Franchise Fee -Electric — A city may charge electric companies for the use of its rights -of - way per Florida Statutes 166.021 and 337.401. In the past, Miami -Dade County had an agreement with FPL covering the City, as well as the unincorporated areas of the County. The County Commission, via an interlocal agreement, had agreed to share these revenues with the City. On January 9, 2018, the City adopted a new FPL Franchise Agreement (Ordinance No. 2018-02) which became effective in June 2020 which is anticipated to generate additional revenue for the City in FY 2020/21. The amount that has been budgeted is based on a conservative projection that was prepared after a recent discussion with our FPL representative. Franchise Fee -Electric $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 3234000 Franchise Fee -Gas — A city may charge gas companies for the use of its rights -of -way per Florida Statutes 166.021 and 337.401. It is standard practice to enact a 6% fee on gross revenues. The projected amount is based on the new Peoples Gas System Agreement which was adopted on June 11, 2019 (Ordinance No. 2019-10). Franchise Fee -Gas $50,000 104r $40,000 $30,000 $20,000 $10, 000 $9� - 3237100 Franchise Fee -Sanitation — The City issues solid waste franchises to the private sector for all areas of the City. In addition a fee of 10% was adopted for the private companies to utilize the City's rights -of -way. The amount projected is based on historical collections. Franchise Fee -Sanitation $500,000� $480,000 $460,000 ' $440,000 " $420,000 $400,000 •''y $380,000 2-15 3238000 Franchise Fee -Towing — The amount budgeted is based on a franchise agreement for towing services within our corporate limits that was awarded in November 2017. 3291000 Engineering Permits — This fee is representative of the costs associated with regulatory review of the installation of utilities, paving, drainage and right-of-way renovation/excavation by the City staff. The amount budgeted is conservative and considers the actual collections in the current fiscal year and projected activity for next year. 1► III IA:ZrZelky/A: kiIky,IA►III Ifil0NAT/A►lIJ;K 3344901 Maintenance Agreement Payment — Funds provided by FDOT to maintain Medians and Rights -of -Way along Biscayne Boulevard. 3351200 State Revenue Sharing — Revenues received in this category represent base cigarette tax and 81" cent motor fuel tax which are levied by the State. The portion which comes from cigarette tax is projected to approximate 77.39% for FY 2020/21 and will be deposited into the General Fund. The remainder is deposited to the Transportation and Street Maintenance Fund. The amount budgeted is based on conservative projections related to COVID-19. State Revenue Sharing $800,000 *`" $700,000 + $600,000 $500,000 4 $400,000 - $300,000 4 $200,000' 3351500 Alcoholic Beverage License — Various alcoholic beverage license taxes are levied on manufacturers, distributors, vendors and sales agents of alcoholic beverages in the State. The tax is collected by the State and distributed back to the City. The City's share is approximately 38% of the proceeds of the tax collected within the City. 3351800 Half Cent Sales Tax — This revenue source represents '/2 of the revenue generated by the additional 1 % sales tax which is distributed to counties and cities based on a per capita formula. The amount budgeted is based on conservative projections related to COVID-19. $3,000,000 $2,000,000 $1,000,000 $- Half Cent Sales Tax 2-16 3382000 County Business Tax — All businesses in the City must pay a County Business Tax in addition to the City's Business Tax to operate a business within the County's corporate limits. A portion of the County's revenues are remitted to the City. County Business Tax $60,000 $40,000 $20,000 ti°y�\y00 \y� \O°\1� CHARGES FOR SERVICES 3421300 Police Services Agreement — This amount represents the contractual cost to be paid by Aventura Mall for an increase in the level of policing services that was negotiated in FY 2016/17. 3425000 Development Review Fees — These are fees charged to developers for costs associated with the interdepartmental review of new development proposals such as site plans and plats. 3471000 Rec/Cultural Events — This is the amount paid by City residents to participate in various trips and events sponsored by the City. The revenues are offset by an expenditure account in the Community Services Department. Due to the COVID-19 pandemic, no trips or events are currently planned in the coming year. 3472000 Parks & Recreation Fees — This includes non-resident fees for entering the park and user fees associated with the various programs at Founders Park and Waterways Park. This revenue source is expected to decrease in the coming year as field space at Waterways Park will be limited as utilization by the DSAHS is expected to increase. 3472500 Community Center Fees — This represents membership fees and user fees charged for the various programs provided at the Community Recreation Center. Due to the COVID-19 pandemic, this revenue source is expected to decrease in the coming year in order to meet the social distancing requirements established by the Centers for Disease Control and Prevention ("CDC"). 3475000 Summer Recreation — This represents fees charged for participants in the City's Summer Recreation Program. This revenue is expected to decrease in the coming year as field space at Waterways Park will be limited as utilization by the DSAHS is expected to increase. 3476001 AACC Fees and Rentals — This represents anticipated and the summer performing arts camp. Due to the COVID-1 9 2-17 FINES & FORFEITURES 3511000 County Court Fines — The City receives a portion of the revenues resulting from traffic enforcement activities within its corporate limits. The projection is conservative and based on actual revenues for the current period. 3541000 Code Violation Fines — Revenues in this category are generated when the owner of property within the City's corporate limits violates a City code. 3542000 Intersection Safety Camera Program — Revenues generated from the Traffic Safety Camera Program. Projection is based on conservative historical data. MISC. REVENUES 3611000 Interest Earnings — Investment practices are maintained to allow for 100% of available funds to be invested at all times. Determining factors in forecasting revenue for this line item are the anticipated interest rate and the amount of pooled dollars available for investment. This revenue source has been conservatively budgeted in the coming year due to the low interest rate environment that we are currently in. 3699000 Misc. Revenues — Any other revenues not otherwise classified. 3999000 Carryover — This amount is derived by a comparison of all of the anticipated revenues for the current period to all of the anticipated expenditures for the current period. The amount budgeted represents the total needed to fund anticipated future capital projects and to balance the revenues with projected expenditures. THE REST OF THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 2-18 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q CITY COMMISSION 2-19 CITY OF AVENTURA CITY COMMISSION FISCAL YEAR 2020/21 DEPARTMENT DESCRIPTION The City Commission is the community's legislative body which acts as the decision -making entity that establishes policies and ordinances to meet the community's needs on a proactive basis. The City Commission is committed to providing the best possible professional government and the delivery of quality service levels that reflect community priorities and maintain the quality of life for all residents. OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020121 1000/2999 Personal Services $ 64,445 $ 64,215 $ 62,650 $ 62,650 $ 62,650 3000/3999 Contractual Services - - - - - 4000/4999 Other Charges & Services 59,703 61,494 62,877 64,764 64,764 5000/5399 Commodities 4,479 4,187 3,600 3,600 3,600 5400/5499 Other Operating Expenses 15,332 16,510 19,750 19,750 19,750 Total Operating Expenses $ 143,959 $ 146,406 $ 148,877 $ 150,764 $ 150,764 PERSONNEL ALLOCATION SUMMARY Position No. Position Title 2017/18 2018/19 2019/20 2020/21 0301 Mayor 0401 Commissioner 0402 Commissioner 0403 Commissioner 0404 Commissioner 0405 Commissioner 0406 Commissioner Total 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 7.0 7.0 7.0 7.0 2-20 CITY OF AVENTURA CITY COMMISSION 2020/21 BUDGETARY ACCOUNT SUMMARY 001-0101-511 OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017118 2018119 2019120 2020121 2020121 1210 2101 2401 PERSONAL SERVICES Commission Salaries $ FICA Workers' Compensation 55,321 $ 8,836 288 55,000 $ 8,923 292 55,000 $ 7,452 198 55,000 $ 7,452 198 55,000 7,452 198 Subtotal 64,445 64,215 62,650 62,650 62,650 OTHER CHARGES & SERVICES 4030 Legislative Expenses 59,703 61,494 62,877 64,764 64,764 total 59,703 61,494 62,877 64,764 64,764 COMMODITIES 5101 Office Supplies 540 400 400 400 400 5290 Other Operating supplies 3,939 3,787 3,200 3,200 3,200 Subtotal 4,479 4,187 3,600 3,600 3,600 OTHER OPERATING EXPENSES 5410 Subscriptions & Memberships 10,064 10,343 10,000 10,000 10,000 5420 Conferences & Seminars 4,268 5,167 8,750 8,750 8,750 5981 High School Scholarship 1,000 1,000 1,000 1,000 1,000 15,332 16,510 19,750 19,750 19,750 n $ 143,959 $ 146,406 $ 148,877 $ 150,764 $ 150,764 2-21 CITY COMMISSION BUDGET JUSTIFICATIONS 4030 Legislative Expenses — This account represents the $9,252 (rounded) established per Commissioner to offset expenditures incurred in the performance of their official duties. 5410 Subscriptions & Memberships — The following memberships are included for funding: Florida League of Cities National League of Cities Miscellaneous Seminars 5420 Conferences & Seminars — Funding for this purpose is essential in order to keep informed of changing and new developments in local government. Florida League of Cities National League of Cities Miscellaneous Seminars 5981 Krop High School Scholarship — The City Commission establishes an annual scholarship for Aventura senior Krop High School students to offset college expenses. 2-22 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 OFFICE OF THE CITY MANAGER 2-23 CITY OF AVENTURA OFFICE OF THE CITY MANAGER FISCAL YEAR 2020/21 DEPARTMENT DESCRIPTION Maintain a City government structure that represents the needs of the community and provides quality services in an efficient, businesslike and professional manner. Responsible for the overall management of all functions and activities of the City's operations, preparation of annual budget and 5-year CIP document and ensures the proper implementation of policies and ordinances adopted by the City Commission. Provides recommendations and solutions to community concerns. Utilizes customer service focus process to respond to citizen requests. OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 1000/2999 Personal Services $ 761,291 $ 480,096 $ 499,789 $ 460,295 $ 460,295 3000/3999 Contractual Services 68,821 67,635 52,500 52,500 52,500 4000/4999 Other Charges & Services 47,230 25,444 59,340 63,340 63,340 5000/5399 Commodities 3,290 2,792 3,000 3,000 3,000 5400/5499 Other Operating Expenses 4,935 8,174 6,500 8,000 8,000 Total operating expenses $ 885,567 $ 584,141 $ 621,129 $ 587,135 $ 587,135 Position No. * Position Title PERSONNEL ALLOCATION SUMMARY 2017/18 2018/19 2019/20 2020/21 0101 City Manager 1.0 1.0 1.0 1.0 00151 Assistant City Manager — FinanceandAdministration N/A N/A 0201 Secretary to City Manager 1.0 1.0 1.0 1.0 0801 Receptionist/inform. Clerk 1.0 1.0 1.0 - Total 3.0 3.0 3.0 2.0 * This Position is budgeted, funded and allocated from within the Finance Department. 2-24 OFFICE OF THE CITY MANAGER ORGANIZATION CHART City Manager Assistant City Manager — Finance and Administration* Secretary to the City Manager * This Position is budgeted, funded and allocated from within the Finance Department. 2-25 CITY OF AVENTURA OFFICE OF THE CITY MANAGER FISCAL YEAR 2020/21 OBJECTIVES 1. Provide completed reports and recommendations on a timely basis upon which the City Commission can make policy decisions. 2. Prepare and submit budget to the City Commission by July 10th of each year. 3. Oversee customer service functions by all Departments to ensure timely response or resolution of citizen requests. 4. Coordinate, control and monitor the activities of all City Departments and operations. 5. Interact with community organizations and associations to increase public awareness of City's various programs, facilities and services. 6. Update 5-year Capital Improvement Program document and submit to the City Commission by June of each year. 7. Effectively administer the budget priorities and goals established by the City Commission. 8. Perform the functions of Director of Emergency Management to provide for an effective emergency response capability for all City operations. 9. Coordinate and oversee the Aventura City of Excellence School and the Don Soffer Aventura High School operations and prepare annual budgets. 10. Oversee capital projects. 11. Issue newsletters and annual report to the public. 12. Update and enhance the City's website to become more user-friendly. PERFORMANCE WORKLOAD INDICATORS ACTUAL ACTUAL PROJECTED ESTIMATE PERFORMANCE WORKLOAD INDICATOR 2017/18 2018/19 2019/20 2020/21 Citizen Requests & Inquires 36 32 84 80 Commission Requests 35 31 43 40 Community Meetings Attended 20 20 42 50 Agenda Back up Items Prepared 70 66 61 60 No. of Newsletters & Reports Issued 6 6 6 6 Annual Budget & CIP Prepared 2 2 2 2 School Budget 1 1 2 2 City Manager Briefing Reports 12 12 12 6 Capital Projects 12 12 8 5 School Advisory Committee Meeting 5 8 7 6 2-26 CITY OF AVENTURA OFFICE OF THE CITY MANAGER 2020/21 BUDGETARY ACCOUNT SUMMARY 001-0501-512 OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019120 2020/21 2020/21 PERSONAL SERVICES 1201 Employee Salaries $ 601,011 $ 348,294 $ 357,519 $ 331,871 $ 331,871 2101 FICA 34,106 24,806 27,350 25,388 25,388 2201 Pension 55,272 52,287 58,417 55,927 55,927 2301 Health, Life & Disability 69,369 53,822 55,216 45,914 45,914 2401 Workers' Compensation 1,533 887 1,287 1,195 1,195 I' Subtotal 761,291 480,096 499,789 460,295 460,295 CONTRACTUAL SERVICES 3150 CMCS Consulting 16,321 15,000 - - - 3170 Lobbyist Services 52,500 52,635 52,500 52,500 52,500 Subtotal 68,821 67,635 52,500 52,500 52,500 OTHER CHARGES & SERVICES 4001 Travel & Per Diem 1,896 3,198 4,500 7,500 7,500 4041 Car Allowance 8,981 5,280 6,000 6,000 6,000 4101 Communication Services 849 739 840 840 840 4701 Printing & Binding 3,794 4,710 3,000 4,000 4,000 4710 Printing/Newsletter 31,710 11,517 45,000 45,000 45,000 Subtotal 47,230 25,444 59,340 63,340 63,340 COMMODITIES 5101 Office Supplies 3,290 2,792 3,000 3,000 3,000 F Subtotal 3,290 2,792 3,000 3,000 3,000 OTHER OPERATING EXPENSES 5410 Subscriptions & Memberships 3,424 6,861 3,500 5,000 5,000 5420 Conferences & Seminars 575 95 2,000 2,000 2,000 5901 Contingency 936 1,218 1,000 1,000 1,000 Subtotal 4,935 8,174 6,500 8,000 8,000 Total City Manager $ 885,567 $ 584,141 $ 621,129 $ 587,135 $ 587,135 2-27 OFFICE OF THE CITY MANAGER BUDGET JUSTIFICATIONS 3170 Lobbyist Services — Costs associated with retaining a professional lobbyist to foster the City's position at the state and county level. 4710 Printing/Newsletter — Represents the cost of printing various documents, informational newsletters and the annual report to the residents. 5410 Subscriptions & Memberships — This line item is used to fund memberships with professional organizations and subscriptions. Florida City & County Manager's Association International City Management Association Miami -Dade County Management Association Miscellaneous subscriptions 5420 Conferences & Seminars — Funding for this purpose is essential in order to keep informed of changing and new developments in the field of City Management, local government and personnel. Florida City & County Manager's Association International City Management Association Florida League of Cities Miscellaneous Management Seminars 2-28 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q LEGAL DEPARTMENT 2-29 CITY OF AVENTURA LEGAL FISCAL YEAR 2020/21 DEPARTMENT DESCRIPTION To provide legal support and advice to the City Commission, City Manager, Department Directors and advisory boards on all legal issues affecting the City. OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 1000/2999 Personal Services 3000/3999 Contractual Services 4000/4999 Other Charges & Services 5000/5399 Commodities 5400/5499 Other Operating Expenses F-Total Operating Expenses 261,656 417,607 306,000 306,000 306,000 5,000 5,000 5,000 $ 261,656 $ 417,607 $ 311,000 $ 311,000 $ 311,000 OBJECTIVES 1. Ensure that the various rules, laws and requirements of state, local and federal governments are understood and followed by the City. 2. Review and preparation of contracts, ordinances and resolutions. 3. Represent the City in litigation matters. 4. Provide legal support services to the City Commission, staff and City Boards. PERFORMANCE WORKLOAD INDICATORS PERFORMANCE WORKLOAD INDICATOR Positive compliance with all rules and regulations. Number of documents prepared. Litigation is avoided or concluded to the City's satisfaction. Number of meetings attended. 2-30 CITY OF AVENTURA LEGAL 2020/21 BUDGETARY ACCOUNT SUMMARY 001-0601-514 OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 CONTRACTUAL SERVICES 3120 Prof. Services - Legal Subtotal OTHER OPERATING EXPENSES 5901 Contingency Subtotal Total Legal $ 261,656 $ 417,607 $ 306,000 $ 306,000 $ 306,000 261,656 417,607 306,000 306,000 306,000 5,000 5,000 5,000 5,000 5,000 5,000 $ 261,656 $ 417,607 $ 311,000 $ 311,000 $ 311,000 PJ�ZeINk0l1��11aWiTA1[01kiK 3120 Prof. Services - Legal — Represents the estimated cost of maintaining the contracted City Attorney arrangement with the firm of Weiss Serota Helfman Cole & Bierman, P.L., to perform legal services required by the City Commission and City Manager. The firm has agreed to maintain their hourly rate of $207 for FY 2020/21. 2-31 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 2-32 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 CITY CLERK'S OFFICE 2-33 CITY OF AVENTURA CITY CLERK'S OFFICE FISCAL YEAR 2020/21 DEPARTMENT DESCRIPTION To record and maintain an accurate record of the official actions of the City Commission and Advisory Boards. Serve as the local Elections Supervisor. Provide notice of all required meetings, effect legal advertising and respond to public records requests. Implement and maintain records management program. Administer publication and supplement of City Code Book. Maintain custody of City Seal and all City records. Assist in preparation of agenda items, prepare and distribute agenda packages and recaps. Schedule Code Enforcement Hearings and provide administrative support to Special Master. Provide clerical support to the City Commission. Assist City Manager's Office with special oroiects. OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 1000/2999 Personal Services $ 258,585 $ 267,351 $ 273,113 $ 283,134 $ 283,134 3000/3999 Contractual Services - - - - - 4000/4999 Other Charges & Services 31,071 27,173 69,400 68,340 68,340 5000/5399 Commodities 2,708 3,791 4,000 4,750 4,750 5400/5499 Other Operating Expenses 1,216 2,199 3,300 3,450 3,450 Total Operating Expenses $ 293,580 $ 300,514 $ 349,813 $ 359,674 $ 359,674 Position No. Position Title 0501 City Clerk 3005 Executive Assistant to City Clerk Total PERSONNEL ALLOCATION SUMMARY 2017/18 2018/19 2019/20 2020/21 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 2.0 2.0 2.0 2.0 2-34 CITY CLERK'S OFFICE ORGANIZATION CHART City C Executive Assistant to City Clerk 2-35 CITY OF AVENTURA CITY CLERK'S OFFICE FISCAL YEAR 2020/21 OBJECTIVES 1. To prepare and maintain accurate minutes of the proceedings of the City Commission, Advisory Boards and other Committees of the City, as well as provide applicable recaps of Commission meetings. 2. To publish and post public notices as required by law. 3. To maintain custody of applicable City records and promulgate procedures for the orderly management, maintenance, retention, imaging and destruction of said records. 4. To provide administrative support to the City Commission, including the preparation of proclamations and recognition certificates. 5. To administer the publication and maintenance of the City Charter and Code of Ordinances, including approved supplements to same. 6. To conduct municipal elections in accordance with City, County and State laws. 7. To establish and coordinate the City's records management program in compliance with State law. 8. To effect legal advertising to fulfill statutory requirements of local and state law. 9. To prepare and provide for distribution of Commission meeting agenda packages, including placement of same on the City's website. 10. To respond to requests for information and public records in a timely manner, including lien requests. PERFORMANCE WORKLOAD INDICATORS ACTUAL ACTUAL PROJECTED ESTIMATE PERFORMANCE WORKLOAD INDICATOR 2017/18 2018/19 2019/20 2020/21 No. of Sets of Minutes Prepared 46 50 42 42 No. of Public Notices Prepared 40 47 30 30 No. of Legal Advertisements Published 27 18 25 25 No. of Ordinances Drafted 23 14 13 10 No. of Resolutions Drafted 101 65 65 65 No. of Lien Requests Responded To 1,769 1,584 1,520 1,320 No. of Welcome Letters Prepared 169 154 168 100 No. of Agenda Packages Prepared/Distributed 44 41 32 32 No. of Agenda Recaps Prepared/Distributed 24 20 18 18 No. of Proclamations Issued 28 19 20 19 2-36 CITY OF AVENTURA CITY CLERK'S OFFICE 2020/21 BUDGETARY ACCOUNT SUMMARY 001-0801-519 OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 PERSONAL SERVICES 1201 Employee Salaries $ 188,070 $ 194,381 $ 197,741 $ 204,985 $ 204,985 1401 Overtime 1,215 1,385 1,500 1,500 1,500 2101 FICA 14,366 14,616 15,127 15,681 15,681 2201 Pension 26,401 27,125 29,059 30,127 30,127 2301 Health, Life & Disability 28,044 29,339 28,974 30,103 30,103 2401 Workers' Compensation 489 505 712 738 738 Subtotal 258,585 267,351 273,113 283,134 283,134 OTHER CHARGES & SERVICES 4001 Travel & Per Diem - - 1,500 1,000 1,000 4041 Car Allowance 6,000 6,000 6,000 6,000 6,000 4101 Telephone 840 840 900 840 840 4701 Printing & Binding 166 643 2,000 1,000 1,000 4730 Records Retention 840 1,763 4,000 4,000 4,000 4740 Ordinance Codification 3,935 4,058 5,000 5,500 5,500 4911 Legal Advertising 7,773 12,469 25,000 25,000 25,000 4915 Election Expenses 11,517 1,400 25,000 25,000 25,000 Subtotal 31,071 27,173 69,400 68,340 68,340 COMMODITIES 5101 Office Supplies 2,538 3,142 3,000 3,000 3,000 5290 Other Operating Supplies 170 649 1,000 1,750 1,750 Subtotal W 3,791 4,000 4,750 4,750 OTHER OPERATING EXPENSES 5410 Subscriptions & Memberships 767 2,099 1,300 1,450 1,450 5420 Conferences & Seminars 449 100 2,000 2,000 2,000 r Subtotal 1,216 2,199 3,300 3,450 3,450 Total City Clerk $ 293,580 $ 300,514 $ 349,813 $ 359,674 $ 359,674 2-37 CITY CLERK'S OFFICE BUDGET JUSTIFICATIONS 4001 Travel & Per Diem — Provides for attendance at the International Institute of Municipal Clerks Conferences, Florida Association of City Clerks Conference, Training Institute and the Florida League of Cities Conferences. 4730 Records Retention — Costs associated with the imaging of records to maintain the records management program, as well as those items associated with storage and preservation of records. 4740 Ordinance Codification — Costs associated with the official codification of City Ordinances. 4911 Legal Advertising — Costs incurred to satisfy legal requirements of Florida State Statutes, the Miami -Dade County Code and the City of Aventura Code. 4915 Election Expenses — Costs associated with the November 3, 2020 regular Municipal Election, as well as any special elections scheduled during the fiscal year. 5410 Subscription & Memberships — This line item is used to fund memberships with professional organizations and subscriptions, such as but not limited to: International Institute of Municipal Clerks, Florida Association of City Clerks, Miami -Dade County Municipal Clerks Association and newspaper publications. 2-38 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q FINANCE DEPARTMENT 2-39 CITY OF AVENTURA FINANCE FISCAL YEAR 2020/21 DEPARTMENT DESCRIPTION To provide overall financial and support services to the organization which includes accounting, cash management, purchasing, risk management, personnel management financial planning and budgetary control. OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017118 2018/19 2019120 2020/21 2020121 1000/2999 Personal Services 3000/3999 Contractual Services 4000/4999 Other Charges & Services 5000/5399 Commodities 5400/5499 Other Operating Expenses Total Operating Expenses Position No. Position Title 00151 Assistant City Manager — Finance and Administration 1001 Finance Director 1501 Controller 13701 Human Resources Manager 1301 Purchasing Agent 1201-1202 Accountant 3601 Customer Service Rep. II Tota I $ 931,043 951,998 $ 968,793 $ 988,715 $ 988,715 49,585 47,329 61,725 56,925 56,925 28,731 34,131 36,060 35,060 35,060 4,817 6,383 7,200 7,200 7,200 8,204 9,295 11,500 10,500 10,500 $ 1,022,380 1,049,136 $ 1,085,278 $ 1,098,400 $ 1,098,400 PERSONNEL ALLOCATION SUMMARY 2017/18 2018/19 2019/20 2020/21 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 2.0 2.0 2.0 2.0 1.0 1.0 1.0 1.0 7.0 7.0 7.0 7.0 2-40 FINANCE DEPARTMENT ORGANIZATION CHART Assistant City Manager — Finance and Administration Risk Management Purchasing ff Accounting ) ( Human Resources Purchasing I Controller I I Human Resources Agent Manager Accountant (2) I Customer Service Representative II Headings above that are bolded and underlined, represent a function and/or service of the department. 2-41 CITY OF AVENTURA FINANCE FISCAL YEAR 2020/21 OBJECTIVES 1. Invest idle funds in accordance with the City's Investment Policy 100% of the time. 2. Issue Comprehensive Annual Financial Report ("CAFR") by March 31st of each year. 3. Obtain Government Finance Officers Association's Certificate of Achievement for Excellence in Financial Reporting for CAFR each year. 4. Produce/distribute quarterly financial monitoring reports within 30 days of quarter -end. 5. Annually review adequacy of purchasing procedures. 6. Issue purchase orders within two (2) business days of approval. 7. Process all invoices within ten (10) business days of approval. 8. Process bi-weekly payroll/related reports in a timely and accurate manner. 9. Annually review adequacy of insurance coverage. 10. Maintain effective personnel system to allow for timely recruitment and retention of employees 11. Assist the City Manager in the development, preparation and the administration of the City's Annual Budget, Capital Improvement Program and the Aventura City of Excellence School and the DSAHS Budgets. PERFORMANCE WORKLOAD INDICATORS ACTUAL ACTUAL PROJECTED ESTIMATE PERFORMANCE WORKLOAD INDICATOR 2017/18 2018/19 2019/20 2020121 % of idle funds invested in accordance with policy 100% 100% 100% 100% Number of CAFRs issued prior to 3/31 1 1 1 1 Nu mber of GFOA Certificate of Achievements 1 1 1 1 Number of quarterly reports produced timely 4 4 4 4 Annually review purchasing procedures 1 1 1 1 • of purchase orders issued within 2 days 98% 98% 98% 98% • of invoices processed within 10 days 98% 98% 98% 98% Number of bi-weekly payroll processed timely 26 26 26 26 Annually review adequacy of insurance coverage 1 1 1 1 Number of New Hires — Full-time 10 18 11 13 Number of New Hires — Part-time 12 16 12 12 Assist the City Manager in the development, preparation and administration of the City's Annual Budget, Capital Improvement Program and the ACES and the DSAHS Budgets 3 4 4 4 2-42 CITY OF AVENTURA FINANCE 2020121 BUDGETARY ACCOUNT SUMMARY 001-1001-513 OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017118 2018119 2019120 2020121 2020/21 PERSONAL SERVICES 1201 Employee Salaries $ 653,983 665,398 $ 675,357 $ 686,504 $ 686,504 2101 FICA 45,147 45,934 51,665 52,518 52,518 2201 Pension 91,788 93,501 97,608 99,186 99,186 2301 Health, Life & Disability 1385470 1455482 1415732 1485036 1485036 2401 Workers'Compensation 1,655 1,683 2,431 2,471 2,471 Subtota 9315043 9515998 9685793 9885715 9885715 CONTRACTUAL SERVICES 3180 Medical Exams - New Employees 560 2,640 4,200 4,200 4,200 3190 Prof. Services 3,653 3,889 45525 4,525 4,525 3201 Prof. Services -Auditor 45,372 40,800 535000 48,200 48,200 Wbtot� 49,585 47,329 61,725 56,925 56,925 OTHER CHARGES & SERVICES 4001 Travel & Per Diem 55841 4,354 75500 75000 75000 4101 Communication Services 15440 1,440 15440 15440 15440 4610 R&M - Vehicles 826 1,134 700 700 700 4650 R&M - Office Equipment 5,262 115325 55500 55500 55500 4701 Printing & Binding 3,216 35075 35420 35420 35420 4910 Advertising 12,146 125803 175500 17,000 175000 Subtotal 28,731 34,131 36,060 355060 35,060 COMMODITIES 5101 Office Supplies 35245 45748 55000 55000 55000 5120 Computer Operating Supplies 528 419 500 500 500 5220 Gas & Oil 875 15062 15400 15400 15400 5290 Other Operating Supplies 169 154 300 300 300 Subtotal 4,817 6,383 7,200 7,200 7,200 OTHER OPERATING EXPENSES 5410 Subscriptions & Memberships 35905 4,781 45000 45000 45000 5420 Conferences & Seminars 45299 45514 55500 55000 55000 5450 Training 15500 1,000 15000 5901 Contingency 500 500 500 Subtotal 85204 95295 11,500 105500 10,600 Total Finance $ 1,022,380 1,0495136 $ 1,085,278 $ 1,098,400 $ 1,098,400 2-43 FINANCE BUDGET JUSTIFICATIONS 3190 Prof. Services — The cost related to the transport of the City's bank deposits by an armored courier service. 3201 Prof. Services - Auditor — The cost of an audit firm to perform the City's year-end financial audit (including any State and Federal Single Audits), in addition to any other audit -related services that the City may require. 4001 Travel & Per Diem — The costs associated with employees to attend conferences and seminars in order maintain professional designations and to remain current in their respective field. Florida Association of Public Procurement Officer Florida City & County Manager's Association Florida Government Finance Officers Association Government Finance Officers Association HR Florida Conference & Expo National Institute of Governmental Procurement Society for Human Resource Management National Conference 4101 Communication Services — Includes telephone services for department personnel. 4650 R&M - Office Equipment — Includes costs related to the hosted application used by Human Resources to automate the hiring process. 4910 Advertising — Includes the cost of advertising all bid, RFP and employment opportunity notices. 5410 Subscriptions & Memberships — Includes the cost to fund memberships and subscriptions to professional organizations. American Institute of Certified Public Accountants American Payroll Association Florida Association of Public Procurement Officer Florida City & County Manager's Association Florida Government Finance Officers Association Florida Institute of Certified Public Accountants Florida Public Human Resources Association, Inc. Government Finance Officers Association Greater Miami Society for Human Resource Management Human Resources Association of Broward County International Public Management Association for Human Resources National Contract Management Association National Institute of Governmental Procurement Society for Human Resource Management 2-44 FINANCE BUDGET JUSTIFICATIONS - CONTINUED 5420 Conferences & Seminars — Includes the cost to maintain professional designations as well as educate and inform staff of the latest developments and trends in their respective field. Akerman Labor & Employment Law Seminar Florida Association of Public Procurement Officer Florida City & County Manager's Association Florida Government Finance Officers Association Florida Institute of Certified Public Accountants Florida Public Human Resources Association Annual Conference Government Finance Officers Association HR Florida Conference & Expo International Public Management Association or other personnel -related conferences & seminars National Institute of Governmental Procurement Society for Human Resource Management National Conference 2-45 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 2-46 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q INFORMATION TECHNOLOGY DEPARTMENT 2-47 CITY OF AVENTURA INFORMATION TECHNOLOGY FISCAL YEAR 2020/21 DEPARTMENT DESCRIPTION This Department provides a secure computing environment that allows for efficient processing of City -related business. Information Technology uses the City's website, social media, AVTV and radio station to deliver accurate and consistent information to the City's customers. OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 1000/2999 Personal Services $ 807,567 $ 836,076 $ 845,428 $ 872,645 $ 872,645 3000/3999 Contractual Services 5,969 5,397 10,000 10,000 10,000 4000/4999 Other Charges & Services 229,062 242,850 301,063 329,510 329,510 5000/5399 Commodities 11,610 11,044 17,000 17,000 17,000 5400/5499 Other Operating Expenses 10,014 6,864 15,535 10,035 10,035 Total Operating Expenses $ 1,064,222 $ 1,102,231 $ 1,189,026 $ 1,239,190 $ 1,239,190 Position No. Position Title PERSONNEL ALLOCATION SUMMARY 2017/18 2018/19 2019/20 2020/21 9201 Information Technology Director 1.0 1.0 1.0 1.0 00141 Operations Manager 1.0 1.0 1.0 1.0 8701-8702 Network Administrator II 1.0 1.0 1.0 1.0 1402 Network Administrator 1 1.0 1.0 1.0 1.0 13201 Commun Tech Project Specialist 1.0 1.0 1.0 1.0 13601-13602 Support/Project Specialist 1.0 1.0 1.0 1.0 Total 6.0 6.0 6.0 6.0 am INFORMATION TECHNOLOGY DEPARTMENT ORGANIZATION CHART Information Technology Director IT Operations Communications Manager Tech Project Specialist Network I IT Support/Project Administrator II Specialist Network Administrator I 2-49 CITY OF AVENTURA INFORMATION TECHNOLOGY FISCAL YEAR 2020/21 OBJECTIVES 1. Provide a secure computer network for applications, sharing of common files, email, etc. for City staff. 2. Provide a secure computer network for applications, sharing of common files, email, etc. to support administrative staff, teachers and the students at Aventura City of Excellence School ("ACES"). 3. Provide a central computer system that serves the information management needs of all departments. 4. Provide help desk support and services to all City and ACES staff. 5. Develop a 3 to 5 year replacement cycle for computing equipment. 6. Expand E-Government applications and services. 7. Maintain City provided web content and services while addressing departmental and customer needs on cityofaventura.com, aventuracharter.org and aventuracenter.org. 8. Maintain the City's intranet in order to provide routine and timely information to City staff. 9. Coordinate an efficient communications strategy to deliver consistent messaging across the City's websites, email, print and social media to the City's customers. 10. Create, produce and coordinate the distribution of the City's periodical publications including newsletters and the annual report. 11. Provide training on computer applications and computer related topics. PERFORMANCE WORKLOAD INDICATORS ACTUAL ACTUAL PROJECTED ESTIMATE PERFORMANCE WORKLOAD INDICATOR 2017/18 2018/19 2019/20 2020/21 % of time computer network is operational 99% 99% 99% 99% % of time ACES computer network is operational 99% 99% 99% 99% % of time www.cityofaventura.com is available 99% 99% 99% 99% % of time www.aventuracharter.org is available 99% 99% 99% 99% Number of workstations supported 1,219 1,212 1,475 1,500 Number of physical servers supported 23 26 28 28 Number of virtual servers supported 39 39 40 40 Number of help desk support cases 4,783 4,672 4,200 4,500 Number of City periodical publications coordinated 4 4 4 4 Number of training sessions held 4 4 4 4 2-50 CITY OF AVENTURA INFORMATION TECHNOLOGY 2020/21 BUDGETARY ACCOUNT SUMMARY 001-1201-513 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 PERSONAL SERVICES 1201 Employee Salaries $ 569,331 $ 588,833 $ 591,209 $ 608,945 $ 608,945 2101 FICA 40,343 41,495 45,228 46,584 46,584 2201 Pension 78,283 80,421 84,491 87,025 87,025 2301 Health, Life & Disability 118,160 123,828 122,378 127,905 127,905 2401 Workers' Compensation 1,450 1,499 2,122 2,186 2,186 IF Subtotal 807,567 836,076 845,428 872,645 872,645 CONTRACTUAL SERVICES 3190 Other Prof. Services 5,969 5,397 10,000 10,000 10,000 0, Subtota� 5,969 5,397 10,000 10,000 10,000 OTHER CHARGES & SERVICES 4001 Travel & Per Diem 3,963 4,223 7,500 6,400 6,400 4041 Car Allowance 6,000 6,000 6,000 6,000 6,000 4101 Communication Services 8,146 7,912 8,120 8,120 8,120 4650 R&M - Office Equipment 181,982 185,530 234,878 258,795 258,795 4701 Printing & Binding 166 348 250 250 250 4851 Web Page Maintenance 12,883 16,682 20,915 24,745 24,745 4852 Email Hosting Services 15,922 22,155 23,400 25,200 25,200 229,062 242,850 301,063 329,510 329,510 COMMODITIES 5101 Office Supplies 1,084 1,715 2,000 2,000 2,000 5120 Computer Operating Supplies 10,526 9,329 15,000 15,000 15,000 11,610 11,044 17,000 17,000 17,000 OTHER OPERATING EXPENSES 5410 Subscriptions & Memberships 960 1,224 4,200 3,700 3,700 5420 Conferences & Seminars 1,531 1,855 3,335 2,335 2,335 5450 Training 7,523 3,785 8,000 4,000 4,000 Subtotal 10,014 6,864 15,535 10,035 10,035 Total Information Technology $ 1,064,222 $ 1,102,231 $ 1,189,026 $ 1,239,190 $ 1,239,190 2-51 INFORMATION TECHNOLOGY BUDGET JUSTIFICATIONS 3190 Other Prof. Services — Costs associated with utilizing professional services for the City's network infrastructure, security and applications. 4001 Travel & Per Diem — Costs of employees attending conference and seminars in order to stay current in their field. Florida Local Government Information Systems Association Central Square User Training Educational Technology Conference Communication Conferences FDLE CJIS Training Symposium Other conferences, training and seminars 4101 Communication Services — Includes telephone and wireless data access for department personnel. 4650 R&M - Office Equipment — Includes maintenance and support of the IBM AS 400 and software and equipment purchased from Central Square as well as other major hardware maintenance paid directly to IBM or other vendors. Includes Cisco Networking equipment, security software, digital signs and application maintenance. 4851 Web Page Maintenance — Costs associated with maintaining and updating the City's Web Page and associated online services. 4852 Email Hosting Services — Costs associated with providing email, virus protection and spam filtering for City staff. 5120 Computer Operatinq Supplies — Includes the cost of minor supplies and software to maintain existing systems and to upgrade to most current versions of software and operating systems. Upgrades for other than Police Operating System Upgrades Minor hardware upgrades Application licenses 5410 Subscriptions & Memberships — This line item is used to fund memberships with professional organizations and subscriptions. Florida Local Government Information Systems Association Florida Association of Educational Data Systems City -County Communications & Marketing Association Florida Municipal Communicators Association Technical resource subscriptions Communication resource subscriptions Digital subscription to photo library 2-52 INFORMATION TECHNOLOGY BUDGET JUSTIFICATIONS — CONTINUED 5420 Conferences & Seminars — Funding for this purpose is essential in order to keep informed of changing and new developments in the field of local government information technology, communications and personnel as follows: Florida Local Government Information Systems Association Central Square User Training Conferences Educational Technology Conferences Florida Municipal Communicators Association Conference FDLE CJIS Training Symposium Computer related courses for certification and seminars 5450 Training — Ongoing training for all personnel in the department including classes towards certification. 2-53 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 2-54 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q POLICE DEPARTMENT 2-55 CITY OF AVENTURA POLICE FISCAL YEAR 2020/21 DEPARTMENT DESCRIPTION To provide a professional, full service, community -oriented Police Department. Respond to all calls for service in a timely and professional manner. Ensure that all crimes are thoroughly investigated and those who are arrested are successfully prosecuted. Interact with the community and create partnerships that enhance law enforcement, crime prevention and quality of life issues. OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017118 2018119 2019120 2020121 2020121 100012999 Personal Services $ 17,278,156 $ 17,918,750 $ 18,640,552 $ 18,865,607 $ 18,865,607 300013999 Contractual Services 650,219 792,954 748,500 720,000 720,000 400014999 Other Charges & Services 757,317 898,431 1,033,700 1,064,200 1,064,200 500015399 Commodities 450,754 473,405 478,500 502,550 502,550 540015499 Other Operating Expenses 35,323 49,267 56,500 66,500 66,500 I Total Operating Expenses $ 19,171,769 $ 20,132,807 $ 20,957,752 $ 21,218,857 $ 21,218,857 PERSONNEL ALLOCATION SUMMARY Position No. Position Title 2017118 2018119 2019120 2020121 0901 Chief of Police 1.0 1.0 1.0 1.0 9401.9402 Majors 2.0 2.0 3.0 3.0 2601 Commander 1.0 1.0 3002 Executive Assistant 1.0 1.0 1.0 1.0 2201.2205 Captains 5.0 5.0 5.0 5.0 2301.2312 Sergeants 12.0 12.0 12.0 13.0 2101.2108 Detectives 8.0 8.0 8.0 8.0 2001.2063 Police Officers 62.0 63.0 63.0 62.0 6201 Crime Prev Coordinator 1.0 1.0 1.0 1.0 5501 Property Room/Crime Scene Supervisor 1.0 1.0 1.0 1.0 3901 Crime Scene Tech II 1.0 1.0 1.0 1.0 4801 Property Room/Crime Scene Tech 1.0 1.0 1.0 1.0 2801.2804 Police Service Aides 4.0 4.0 4.0 4.0 6301 Records Supervisor 1.0 1.0 1.0 1.0 6901.6903 Records Clerk 3.0 3.0 3.0 3.0 1401 Records Specialist 1.0 1.0 1.0 1.0 1601 911 Manager 1.0 1.0 1.0 1.0 13001.13003 Communication Supervisor 3.0 3.0 3.0 3.0 12901.12907 Communication Officer III 7.0 7.0 6.0 6.0 6701.6706 Communication Officer II 6.0 6.0 3.0 2.0 2701.2704 Communication Officer 4.0 5.0 8601.8602 Administrative Asst. III 2.0 2.0 2.0 2.0 13501.13502 Personnel & Training Specialist 2.0 2.0 2.0 2.0 7501 Fleet Manager/Quartermaster 1.0 1.0 1.0 1.0 13801 Emergency Vehicle Technician 1.0 1.0 1.0 1.0 9301 Fleet Maintenance Worker 1.0 1.0 1.0 1.0 Total 129.0 130.0 130.0 130.0 awt POLICE DEPARTMENT ORGANIZATION CHART Internal Affairs Administrative Services Major Captain Sergeant Officer (Personnel and Training) 911 Manager Comm. Supervisor (3) Comm. Officer (13) Records Supervisor Records Clerk (3) Records Specialist Fleet Mgr./Quartermaster Emergency Vehicle Technician Fleet Maintenance Worker Personnel/Training Specialist (2) Administrative Assistant Chief of Police Operations Major Captain (2) Staff Inspection / Accreditation Captain Executive Assistant Sergeant -Patrol (6) Officer -Patrol (34) Sergeant -Mall (2) Officer -Mall (15) Police Service Aide (4) Sergeant -Traffic Officer -Traffic (5) Marine Patrol School Resource Officer (2) Sergeant Community Police Crime Prevention Coordinator Specialized Services Major Captain Sergeant Detective (8) Property Room/ Crime Scene Supervisor Crime Scene Technician Property Room/ Crime Scene Technician Administrative Assistant Sergeant-CSU Officer-CSU (3) Officer -Task Force Headings above that are bolded and underlined, represent a function and/or service of the department. 2-57 CITY OF AVENTURA POLICE FISCAL YEAR 2020/21 OBJECTIVES 1. Workforce Initiative: • Develop and retain a quality workforce to enhance employee competency and leadership. • Fill anticipated personnel openings through the implementation of a national recruitment plan. Engage highly qualified applicants who will meet or exceed our department's rigorous recruitment standards. • Enhance leadership and decision making skills for all supervisory personnel through recurring training in critical incident management and incident based command systems. • Develop internal and external strategies to prepare for upcoming high profile special events. 2. School Safety Initiative: • Provide preparedness training to all current and incoming school employees to assist them during school threats. Specific training will cover: active shooters, IED/bomb recognition, handling violent occurrences and critical incident management protocols. • Launch additional student -centered school safety programs that focus on protection, engagement and education at the Don Soffer Aventura High School. (DARE, Driving, Police Explorers & Social Media Safety). • Integrate the new school safety technological system into our departmental protocols. Ensure proper testing, training and alert procedures that will assist police response during critical incidences. 3. Internal Departmental Efficiency Initiative: • Organizational restructuring to prioritize efficiency, accommodate evolving priorities and enhance effectiveness of policing for the community that we serve. 4. Community Outreach Initiative: • Expand the outreach of our Crime Prevention Division to improve citizen -based safety awareness and strategies for fighting crime and enhancing quality of life for all Aventura residential communities, businesses and schools. • Host additional crime prevention symposiums specifically tailored to our residential and business communities. • Continue to conduct ongoing customer service surveys of residents, businesses and victims of crimes to improve our resource allocation and decision making. • Recruit, train and retain additional volunteers to assist with crime prevention programs. Recognize that volunteers are an integral part of our community outreach and provide them with challenging and rewarding volunteer opportunities. 5. Public Relations Initiatives: • Ongoing communication with residents regarding COVID-19 pandemic, public safety, traffic conditions and community events by engaging local social networking platforms to assist in timely and easily accessible information. • Recruit and train additional staff in public relations and the proper utilization of social media platforms for law enforcement agencies. 2-58 6. Traffic Safety Initiatives • Upgrade 911 Center technologies to identify traffic flow issues. • Prioritize strategies that continue to reduce the number of traffic crashes and fatalities throughout the City. • Work with internal and external Aventura stakeholders (governmental agencies, businesses, tourists and residents) to address traffic flow issues along the Biscayne Boulevard, Ives Dairy Road and Miami Gardens Drive corridors. • Develop a safety program to educate teenage drivers in the areas of distracted driving, impaired driving and seat belt use. 7. Technological Advancement Initiatives: Maintain our radio system console inside our E911 Center. Replace and improve the video wall in Communications in order to view cameras located within the City, Charter Schools and the Government Center. Complete the Police personnel attendance system ("InTime") integration with the City's current payroll system to provide for an automatic transfer of data during the bi-weekly payroll accounting process. PERFORMANCE WORKLOAD INDICATORS ACTUAL ACTUAL PROJECTED ESTIMATE PERFORMANCE WORKLOAD INDICATOR 2017/18 2018/19 2019/20 2020/21 Man-hours Assigned to traffic flow issues 12,000 12,000 10,400 12,000 Progress Toward National Re -accreditation 100% 25% 50% 75% Personnel Hired 8 10 6 6 Community Programs 32 30 30 32 Community Presentations 30 28 30 30 Community Involvement Activities 63 60 60 50 Man hours Assigned to School Resources 2,400 2,400 2,880 3,600 Calls for Service 17,940 16,517 16,572 16,660 Arrests 1,326 1,209 1,152 1,160 Accidents 2,042 1,923 1,980 1,980 Traffic Citations 10,277 8,976 8,756 8,760 Parking Citations Issued 795 1,174 620 620 Part 1 Crimes Reported 2,334 2,082 2,188 2,190 Customer Service Surveys 1,000 1,000 1,000 1,000 2-59 CITY OF AVENTURA POLICE 2020/21 BUDGETARY ACCOUNT SUMMARY 001-2001-521 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017118 2018119 2019120 2020121 2020121 PERSONAL SERVICES 1201 Employee Salaries $ 10,016,666 $ 10,486,774 $ 11,200,762 $ 11,376,212 $ 11,376,212 1390 Court Time 146,136 166,817 120,000 140,000 140,000 1401 Overtime 1,166,327 1,214,636 860,000 876,000 876,000 1410 Holiday Pay 194,862 196,698 160,000 160,000 160,000 1601 Police Incentive Pay 72,869 77,406 78,720 79,660 79,660 2101 FICA 826,086 872,246 876,076 889,663 889,663 2201 Pension 2,309,672 2,292,447 2,626,416 2,630,366 2,630,366 2301 Health, Life & Disability 2,037,081 2,169,721 2,214,172 2,290,617 2,290,617 2401 Workers' Compensation 611,668 443,108 624,417 634,300 634,300 Subtotal 17,278,166 17,918,760 18,640,662 18,866,607 18,866,607 CONTRACTUAL SERVICES 3180 Medical Exams 6,129 11,960 8,600 10,000 10,000 3190 Prof. Services - Traffic Safety Program 613,361 773,147 700,000 700,000 700,000 3192 Prof. Services 31,739 7,847 40,000 10,000 10,000 Wbtotall 660,219 792,964 748,600 720,000 720,000 OTHER CHARGES & SERVICES 4001 Travel & Per Diem 18,346 14,773 21,000 26,000 26,000 4040 Administrative Expenses 18,390 22,476 37,600 26,600 26,600 4042 Recruiting & Hiring Expense 7,236 6,666 10,000 10,000 10,000 4043 CALEA Accreditation 11,934 4,660 9,200 9,200 9,200 4060 Investigative Expense 18,639 9,836 24,000 24,000 24,000 4101 Communication Services 131,081 140,660 183,000 183,000 183,000 4201 Postage 4,667 3,476 4,000 4,000 4,000 4420 Leased Equipment 60,001 66,837 77,000 87,000 87,000 4440 Copy Machine Costs 2,841 3,767 3,000 4,000 4,000 4610 R&M - Vehicles 83,414 128,686 110,000 130,000 130,000 4646 R&M - Equipment 282,749 369,811 420,000 420,000 420,000 4660 R&M -Office Equipment 123,444 134,474 130,000 136,600 136,600 4701 Printing & Binding 4,776 4,634 6,000 6,000 6,000 =btotal' 767,317 898,431 1,033,700 1,064,200 1,064,200 COMMODITIES 6101 Office Supplies 10,170 10,212 13,000 14,000 14,000 6120 Computer Operating Supplies 12,147 13,176 14,000 16,000 16,000 6220 Gas & Oil 246,239 264,678 230,000 236,000 236,000 6240 Uniforms 30,468 26,741 39,000 40,000 40,000 6246 Uniform Allowance 70,674 72,789 72,000 87,660 87,660 6266 Photography 672 600 1,000 1,000 6270 Ammunition 27,836 30,241 40,000 40,000 40,000 6290 Operating Supplies 62,649 66,669 70,000 70,000 70,000 Subtotal 460,764 473,406 478,600 602,660 602,660 OTHER OPERATING EXPENSES 6410 Subscriptions & Memberships 2,423 2,649 7,000 7,000 7,000 6430 Educational Assistance 3,496 6,078 4,600 4,600 4,600 6460 Training 29,406 41,640 46,000 66,000 66,000 Subtotal 36,323 49,267 66,600 66,600 66,600 Total Police $ 19,171,769 $ 20,132,807 $ 20,967,762 $ 21,218,867 $ 21,218,867 W .0 POLICE BUDGET JUSTIFICATIONS 1390 Court Time — This line item is used to fund overtime and standby court time 1401 Overtime — The expenditures from this account are anticipated and unanticipated manpower hours such as major criminal investigations, personnel shortages, training, City events, natural and manmade disasters, holiday details, homeland security and various dignitary details. 1410 Holiday Pay — This request reflects estimated costs with funding holiday pay for shift employees. 1501 Police Incentive Pay — This is mandated by the State for rewarding sworn personnel who have obtained additional education. 3180 Medical Exams — All police officers are required to have a physical exam prior to employment or as required per departmental policy for specialized units. 3190 Prof. Services Traffic Safety Program — Costs associated with the Intersection Traffic Safety Camera Program including payments to the vendor for the equipment and the use of contractual employees to review the violations. 3192 Prof. Services — Costs associated with outsourcing the administration of promotional testing, document imaging, attorney fees and other professional services. 4001 Travel & Per Diem — Used to pay for travel and other expenses associated with employees on City business/training. 4040 Administrative Expenses — Awards, Officer/Civilian of the Year ceremony, employee plaques and other expenses not directly tied to a specific function or account. 4042 Recruiting & Hiring Expense — Funds have been allocated to assist the Department with recruitment of personnel and pay for required pre -hire testing. 4043 CALEA Accreditation — Costs associated with the Department becoming nationally accredited with the Commission on Accreditation for Law Enforcement Agencies ("CALEA") and conference attendance. 4050 Investigative Expense — Costs associated with the Detectives in Specialized Services and Crime Scene to complete criminal investigations, crime scene processing and transcription of taped statements. 4101 Communication Services — Costs for mobile phones, cellular lines for data transmission, vehicle GPS, computer system communications and other communication devices. Costs formerly paid from the E911 Fund to ATT for selective routing of 911 calls and associated fees. 4420 Leased Equipment — Covers costs for leased equipment and vehicles. 4610 R&M - Vehicles — Covers costs associated with the repair and maintenance of department vehicles. Costs include preventative maintenance, damage repair and replacement of worn and/or broken parts not covered under warranty. 2-61 POLICE BUDGET JUSTIFICATIONS — CONTINUED 4645 R&M - Equipment — Funds allocated to this account will be used for repair and maintenance of Police Department radios, computers, GPS systems, LPR system, In Car Video, software and other equipment. 4650 R&M - Office Equipment — This account covers the cost of the OSSI software maintenance and upgrades. 4701 Printing & Binding — This account covers the cost of printing of materials for the police department used in official police or City business. Examples include business cards and letterhead. 5240 Uniforms — This account is used for issuing uniforms and accessories worn by both police and civilian personnel of the Police Department. 5245 Uniform Allowance — Each employee required to wear a uniform receives an allowance for uniform maintenance and cleaning. This account is paid out 50% in October and 50% in April each fiscal year. 5266 Photography — Funds from this account are used to purchase supplies for crime scene or other department related photos. 5270 Ammunition — Funds from this account pay for tasers, simunitions, duty and training ammo for police officer use. 5290 Operating Supplies — Funds from this account are used for the purchase of supplies and items needed for the daily operation of the Police Department. 5410 Subscriptions & Memberships — Costs associated with this line item are subscriptions to professional journals, and membership in professional and regional law enforcement organizations. 5430 Educational Assistance — This account is used to reimburse employees up to 75% of the state tuition rate for college courses and/or college degrees that are related to their job functions. 5450 Training — Costs associated with this account are related to Police academy training, maintaining state standards and having a highly trained, professional police force. 2-62 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q COMMUNITY DEVELOPMENT DEPARTMENT 2-63 CITY OF AVENTURA COMMUNITY DEVELOPMENT FISCAL YEAR 2020/21 DEPARTMENT DESCRIPTION This Department is composed of four divisions: Planning and Zoning, Building, Code Compliance and Local Business Tax Receipts. The Planning and Zoning division is responsible for the City's planning, zoning, development review and economic development functions. The Building Division is responsible for building permitting and inspections. Code Compliance is responsible for City Code enforcement. Local Business Tax Receipts is responsible for the issuance and enforcement of Local Business Tax Receipts. This Department strives to provide efficient and professional "one -stop" customer service at a centralized location. OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 1000/2999 Personal Services $ 824,446 $ 830,995 $ 839,062 $ 679,255 $ 679,255 3000/3999 Contractual Services 4,107,252 2,849,178 1,706,106 1,891,000 1,891,000 4000/4999 Other Charges & Services 93,597 90,518 111,300 101,550 101,550 5000/5399 Commodities 8,142 9,391 11,850 11,000 11,000 5400/5499 Other Operating Expenses 3,262 3,199 7,900 4,000 4,000 Total Operating Expenses $ 5,036,699 $ 3,783,281 $ 2,676,218 $ 2,686,805 $ 2,686,805 PERSONNEL ALLOCATION SUMMARY Position No. Position Title 13101 Community Development Director 4201 Building Official (P/T) 9001 Executive Assistant/Planning Technician 14301 Customer Service Rep III 3601-3604 Customer Service Rep II 8901 Code Compliance Officer II/Zoning Review 8902 Code Compliance Officer (P/T) Total Full -Time Total Part -Time Total 2017/18 2018/19 2019/20 2020/21 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 - - - 1.0 4.0 4.0 4.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 7.0 7.0 7.0 5.0 2.0 2.0 2.0 2.0 9.0 9.0 9.0 7.0 2-64 COMMUNITY DEVELOPMENT DEPARTMENT Building Inspections & Permitting Building Official Contractual Building Review & Inspection Services Customer Service Rep III Rep II ORGANIZATION CHART Community Development Director Executive Assistant/ Planning Technician Code Enforcement Business Tax Receipts Code Compliance Officer II Code Compliance Officer I P/T Planning Contractual Planner Headings above that are bolded and underlined, represent a function and/or service of the department. 2-65 CITY OF AVENTURA COMMUNITY DEVELOPMENT FISCAL YEAR 2020121 OBJECTIVES 1. Provide customer -focused technical assistance to the community. 2. Provide staff support for land development and variance applications and requests. 3. Provide staff support for the Building Division to receive and process building permit and contractors' license applications. 4. Provide staff support to ensure efficient issuance and maximize collection of Local Business Tax Receipts. 5. Provide staff support to ensure compliance with City Code by residential and commercial development. 6. Provide staff support at Special Master hearings. 7. Provide staff support for the City's Intersection Safety Camera Program. 8. Provide staff support for flood elevation, flood prevention and flood insurance information. 9. Provide staff support for Community Rating Systems recertifications and audits. 10. Provide all building, planning, zoning and local business tax receipt project and permit forms on the City's website. 11. Provide ETrakIT for online inspection requests and results. 12. Provide staff support and training for TraklT software for Building, Code, Planning and Zoning and Local Business Tax Receipt functions. 13. Provide staff support and documentation required for continued participation in the National Flood Insurance Community Rating System. 14. Complete building inspections within 24 hours of the request. 15. Complete non-complex building plan review within 10 days. 16. Implement digital submission of permit and project plans. 17. Implement credit card payment for permit payment. 18. Maintain privatized building inspection and review. 19. Maintain an up-to-date listing of existing businesses in the City. 20. Maintain ongoing records management program for all divisions of the department. 21. Maintain Elevation Certificates for all buildings permitted by the City and provide online access for residents, businesses and others. 22. Update procedural manual for all divisions of the department. PERFORMANCE WORKLOAD INDICATORS ACTUAL ACTUAL PROJECTED ESTIMATE PERFORMANCE WORKLOAD INDICATOR 2017/18 2018/19 2019/20 2020/21 No. of Local Business Tax Receipts Issued 2,704 819" 2,600 2,600 No. of Code Notice of Violations Issued 119 76 200 200 No. of Special Master Hearings 690 628 500 500 No. of Building Permits Issued 6,330 5,063 5,000 5,000 No. of Building Inspections Performed 14,236 15,803 10,000 10,000 No. of Land Development Petitions Processed 18 10 10 10 No. of Variance Requests Processed 1 4 4 4 No. of Site Plans Reviewed 1 11 6 6 6 • of Inspections Performed 24 Hrs. of Request 1 99% 99% 99% 99% • of Plan Reviews Conducted Within 10 Days 1 98% 98% 98% 98% " Issuance of LBTR renewals was delayed due to the establishment ofthe TraklT renewal module, resulting in a lower total figure for receipts issued through September 30, 2019. 2-66 CITY OFAVENTURA COMMUNITY DEVELOPMENT 2020/21 BUDGETARY ACCOUNT SUMMARY 001-4001-624 OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORYRECAP 2017118 2018119 2019/20 2020/21 2020121 PERSONAL SERVICES 1201 Employee Salaries $ 692,189 $ 693,932 $ 690,129 $ 479,294 $ 479,294 1401 Overtime 4,338 3,123 6,000 6,000 6,000 1410 Holiday Pay 169 2101 FICA 43,936 42,786 46,146 36,666 36,666 2201 Pension 70,248 69,973 73,242 69,886 69,886 2301 Health, Life & Disability 108,131 116,682 113,066 87,196 87,196 2401 Workers' Compensation 6,436 6,699 12,490 11,213 11,213 Subtota 824,446 830,996 839,062 679,266 679,266 CONTRACTUAL SERVICES 3101 Building Inspection Services 4,009,944 2,769,129 1,646,106 1,731,000 1,731,000 3190 Prof. Services 97,308 80,049 160,000 160,000 160,000 Subtotal 4,107,262 2,849,178 1,706,106 1,891,000 1,891,000 OTHER CHARGES & SERVICES 4001 Travel & Per Diem 2,472 1,392 4,000 1,000 1,000 4041 Car Allowance 6,000 6,000 6,000 6,000 6,000 4101 Comm unication Services 1,188 1,062 1,600 1,600 1,600 4420 Lease Equipment 2,316 2,700 2,800 2,800 2,800 4610 R&M - Vehicles 488 988 1,000 1,000 1,000 4646 R&M - Equipment 430 33,400 46,000 47,260 47,260 4701 Printing 10,020 4,190 11,000 2,000 2,000 4730 Records Retention 70,684 40,786 40,000 40,000 40,000 Subtotal 93,697 90,618 111,300 101,660 101,660 COMMODITIES 6101 Office Supplies 6,480 7,489 7,600 7,600 7,600 6120 Computer Operating Supplies 874 628 2,000 2,000 2,000 6220 Gas & Oil 788 761 1,600 1,600 1,600 6240 Uniforms 623 660 6246 Uniform Allowance 200 Subtotal 8,142 9,391 11,860 11,000 11,000 OTHER OPERATING EXPENSES 6410 Subscriptions & Memberships 924 1,267 2,000 2,000 2,000 6420 Conferences & Seminars 1,066 1,633 3,400 1,000 1,000 6460 Training 1,273 299 2,600 1,000 1,000 3,262 3,199 7,900 4,000 4,000 Total Community Development $ 6,036,699 $ 3,783,281 $ 2,676,218 $ 2,686,806 $ 2,686,806 2-67 COMMUNITY DEVELOPMENT BUDGET JUSTIFICATIONS 3101 Building Inspection Services — Estimated costs associated with private firm to perform building inspection services. 3190 Prof. Services — Costs associated with utilizing professional planning consulting services that include GIS support for Central Square's TRAKiT software. 4420 Lease Equipment — This budget item is included to cover costs associated with leasing a copier. 4645 R&M - Equipment — Includes maintenance, support and hosting of the TRAKiT application suite which is used for plan review, building permits, inspections, code compliance, business tax receipts and the associated web portal and for electronic submission of plans. 4730 Records Retention — Estimated costs for imaging building permit records. 5240 Uniforms — This includes uniform maintenance and work shoes for the Code Compliance Officers and uniform shirts for the Building Division staff. 5410 Subscriptions & Memberships — This line item is used to fund memberships with professional organizations and subscriptions. American Planning Association Florida Planning Association American Institute of Certified Planners Florida Association of Code Enforcement Building Officials Association Miscellaneous subscriptions Florida Association of Business Tax Officials 5420 Conferences & Seminars — Funding for this purpose is essential in order to keep informed of changing and new developments in the field of planning, economic development and code enforcement. CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q COMMUNITY SERVICES DEPARTMENT 2-69 CITY OF AVENTURA COMMUNITY SERVICES FISCAL YEAR 2020/21 DEPARTMENT DESCRIPTION This Department is responsible for the maintenance of parks, community recreation, camps, athletic leagues, special events programming, and Community Center programming and activates. The Department is organized to provide a wide scope of recreational programs, activities and special events for all aae arouos on a aualitv basis. OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORYRECAP 2017/18 2018119 2019/20 2020/21 2020/21 1000/2999 Personal Services 3000/3999 Contractual Services 4000/4999 Other Charges & Services 6000/6399 Commodities 6400/6499 Other Operating Expenses Total Operating Expenses Position No. Position Title $ 883,261 $ 916,834 $ 1,017,293 $ 1,078,009 $ 1,078,009 701,392 781,218 669,000 667,600 667,600 770,130 960,064 812,000 794,600 794,600 14,267 26,064 28,600 29,000 29,000 11,904 12,616 16,600 14,000 14,000 $ 2,380,944 $ 2,696,796 $ 2,642,293 $ 2,673,009 $ 2,673,009 PERSONNEL ALLOCATION SUMMARY 6001 Director of Community Services 13901 Parks and Recreation Manager 14801-14802 Parks and Recreation Assistant Manager 1901-1902 Parks and Recreation Supervisor 6801-6803 Park Attendant (FIT) 14601 Community Program Manager 10201 Community Rec Center Manager 10301 Community Rec Center Assistant Manager 10401 Community Rec Center Supervisor 6601 Adminstrative Assistant (P/T) 6701-6711 Park Attendant (PIT) Park Attendant (PIT) Seasonal Total Full -Time Total Part -Time Total 2017118 2018/19 2019/20 2020121 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 2.0 2.0 1.0 1.0 2.0 3.0 2.0 3.0 3.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 11.0 11.0 11.0 11.0 3.0 3.0 3.0 3.0 10.0 10.0 10.0 10.0 14.0 14.0 16.0 16.0 24.0 24.0 25.0 26.0 2-70 COMMUNITY SERVICES DEPARTMENT ORGANIZATION CHART Community Services Director Community Program Manager Contractual: CRC Assistant Manager Community Programming Youth Sports CRC Supervisor Park Attendant PT (3) Parks/Amenities: • Arthur I. Snyder Memorial Park • Community Green Garden • Community Recreation Center • Founders Park and SplashPad • Peace Park • Veterans Park • Waterways Park • Waterways Dog Park Parks & Recreation Manager Mnn Parks & 7Maintenance ntractual: Recreation Assistant Manager (2)ndscape Parks & Recreation Supervisor Park Attendant FT (2) PT (8) Seasonal P/T (3) Tennis Pro Youth Sports Events and Activities: • Winter, Spring and Summer Camps • 7 Teacher Planning Day Programs • 11 Special Events including: four (4) Movie Nights, Earth/Arbor Day, July 41h Fireworks, two (2) Bike events Halloween, Founders Day and Veterans Day • Senior Trips and Tours Program • Recreation Programs, Activities and Classes • Youth and Adult Sports Leagues and Tennis • Park/Athletic Field Maintenance and Landscaping • Special Event Permitting 2-71 CITY OF AVENTURA COMMUNITY SERVICES FISCAL YEAR 2020/21 OBJECTIVES 1. Provide accurate and timely responses to resident complaints and concerns. 2. Work with Community Services Advisory Board to provide quality programs and services. 3. Implement approved operating and CIP Budget. 4. Increase Community Recreation Center attendance. 5. Increase community programming. 6. Increase summer camp participation. 7. Foster community pride through 11 special events per year. 8. Promote community bicycle safety awareness. 9. Enhance landscape and athletic turf maintenance in all parks. PERFORMANCE WORKLOAD INDICATORS ACTUAL ACTUAL PROJECTED ESTIMATE PERFORMANCE WORKLOAD INDICATOR 2017/18 2018/19 2019/20 2020/21 Resident complaints & concerns cleared 48 46 *35 40 Advisory Board Meetings attended 6 5 5 5 CIP projects completed 9 9 13 13 Founders Park attendance (') 190,265 191,265 -119,000 200,000 Community Recreation Center attendance ' 99,242 96,535 *67,000 100,000 Number of participants registered in youth sports 953 1,058 -852 1,000 Number of Special Events 12 11 1 '8 11 (') Parks and the Community Recreation Center were closed due to Hurricane Irma' Due to the COVID-19 pandemic, the 2019/20 projection is based on opening back up in June 2020 Founders Park and the Community Recreation Center were closed on March 13, 2020 Youth Sports Season ended in March instead of May Special Events -As of April 9, 2020, 7 out of the 11 have taken place 2020/21 Youth Sports Calendar Sport Season Basketball Oct - April Boys Soccer Oct- May Girls Soccer Oct- May Little League Baseball Mar - May Travel Soccer Sept- May Travel Basketball Oct - May 2-72 CITY OF AVENTURA COMMUNITY SERVICES 2020121 BUDGETARY ACCOUNT SUMMARY 001-5001-539 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017118 2018119 2019/20 2020/21 2020/21 PERSONAL SERVICES 1201 Employee Salaries $ 619,969 $ 636,048 $ 709,416 $ 748,384 $ 748,384 1401 Overtime 11,109 14,626 16,000 16,000 16,000 2101 FICA 47,199 48,617 64,270 67,261 67,261 2201 Pension 46,161 66,823 74,786 78,166 78,166 2301 Health, Life & Disability 141,469 134,693 146,938 161,012 161,012 2401 Workers' Compensation 17,364 16,228 16,883 18,196 18,196 r Subtot 883,261 916,834 1,017,293 1,078,009 1,078,009 CONTRACTUAL SERVICES 3113 Prof. Services - Comm. Cen. Inst. 192,212 241,964 110,000 110,000 110,000 3160 Prof. Services - Landscape Arch. 22,376 24,000 12,600 12,600 3461 Bea utification/Signage 23,820 3462 Lands/Tree Maint. Svcs - Parks 486,360 616,889 636,000 636,000 636,000 Subtotal 701,392 781,218 669,000 667,600 667,600 OTHER CHARGES & SERVICES 4001 Travel & Per Diem 1,148 1,089 2,000 2,000 2,000 4041 Car Allowance 6,000 6,000 6,000 6,000 6,000 4101 Communication Services 3,488 4,226 6,600 4,600 4,600 4420 Lease 2,064 2,788 3,600 4,000 4,000 4610 R&M - Vehicles 2,986 2,711 4,000 3,000 3,000 4646 R&M - Equipment 12,119 12,613 14,000 13,000 13,000 4672 R&M - Parks 96,812 114,817 126,000 120,000 120,000 4701 Printing & Binding 6,167 6,122 7,000 7,000 7,000 4860 Special Events 107,164 86,397 90,000 90,000 90,000 4861 Cultural/Recreation Programs 111,164 288,182 110,000 110,000 110,000 4862 Founders Day Activities 79,329 79,166 86,000 86,000 86,000 4864 Summer Recreation 342,720 366,965 360,000 360,000 350,000 770,130 960,064 812,000 794,600 794,600 Cr)uur)nITIPQ 6101 Office Supplies 3,007 3,494 3,600 3,600 3,600 6120 Computer Operating Supplies 4,684 16,764 17,000 17,000 17,000 6220 Gas & Oil 122 1,000 1,000 1,000 6240 Uniforms 6,961 6,467 6,000 6,000 6,000 6290 Other Operating Supplies 626 237 1,000 1,600 1,600 Subtotal 14,267 26,064 28,600 29,000 29,000 OTHER OPERATING EXPENSES 6410 Subscriptions & Memberships 2,603 2,784 3,600 3,000 3,000 6420 Conferences & Seminars 2,630 1,726 3,000 2,600 2,600 6460 Training 6,274 6,341 6,600 6,600 6,600 6901 Contingency 497 1,766 2,500 2,000 2,000 Subtotal 11,904 12,616 16,600 14,000 14,000 Total Community Services $ 2,380,944 $ 2,696,796 $ 2,642,293 $ 2,673,009 $ 2,673,009 2-73 COMMUNITY SERVICES BUDGET JUSTIFICATIONS 3113 Prof. Services - Comm. Cen. Inst. — Provides funding for the various instructors who teach or lead recreation classes and programs at City parks and the Community Recreation Center. Costs are offset by revenues generated by registration fees. 3452 Lands/Tree Maint. Svcs - Parks — Provides funding for complete landscape maintenance services for Founders Park and SplashPad, Waterways Park, Waterways Dog Park, Veterans Park and Peace Park. Services include: irrigation and grounds maintenance services; tree trimming, specialized Bermuda turf maintenance for athletic fields that includes liquid fertilization and deep tine aeration six (6) times per year, specialty pesticide applications for the Dog Park and general park maintenance. 4672 R&M - Parks — Provides funding for repair and maintenance of park amenities and equipment. In addition to routine repairs and maintenance costs, funding request includes costs for, reconditioning clay tennis courts, routine daily maintenance of clay courts by a tennis professional, SplashPad supplies and replacing park signage. 4850 Special Events — This figure represents funding for 11 special events related to community - wide, annual events to foster community pride and improve the quality of life for the residents: four (4) Movie Nights, Earth/Arbor Day, July 4t" Fireworks, two (2) Bike events, Halloween and Veterans Day. 4851 Culture/Recreation Programs — Provide for costs associated with establishing a wide variety of comprehensive recreation programming; senior trips to local venues, youth athletics, recreation programs and classes and other programs. All costs are offset by registration fees. 4852 Founders Day Activities — Provides for funding entertainment, activities, games, community stage, production, sound, lighting, rental costs, temporary power and other required logistics for the 251" anniversary Founders Day activities which will be held on Sunday November 8, 2020. 5410 Subscriptions & Memberships — Provides for funding memberships in the Florida Recreation and Parks Association, National Recreation and Parks Association, American Society of Composers, Authors and Publishers, Broadcast Music, Inc., Movie Licenses and the Society of European Songwriters, Artists and Composers. 5420 Conferences & Seminars — Provides for funding for attending the following conferences: Florida Recreation and Parks Association, National Recreation and Parks Association, customer service training and local seminars. 2-74 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q PUBLIC WORKS/TRANSPORTATION DEPARTMENT 2-75 CITY OF AVENTURA PUBLIC WORKS/TRANSPORTATION FISCAL YEAR 2020/21 DEPARTMENT DESCRIPTION This Department is responsible for the maintenance of roads, medians, public areas, drainage systems, government facilities, beautification projects, mass transit services and capital projects. These services seek to enhance the high quality of life for the City's residents, businesses and visitors by maintaining City infrastructure and the appearance of the City and providing public transportation opportunities to reduce vehicular traffic. OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 1000/2999 Personal Services $ 951,767 $ 955,318 $ 1,043,223 $ 1,066,590 $ 1,066,590 3000/3999 Contractual Services 1,361,421 1,243,634 1,419,000 1,414,000 1,414,000 4000/4999 Other Charges & Services 853,064 889,813 746,250 765,250 765,250 5000/5399 Commodities 12,681 16,164 13,500 13,700 13,700 5400/5499 Other Operating Expenses 5,805 8,802 9,000 9,000 9,000 Total Operating Expenses $ 3,184,738 $ 3,113,731 $ 3,230,973 $ 3,268,540 $ 3,268,540 Position N< PERSONNEL ALLOCATION SUMMARY Position Title 2017/18 2018/19 2019/20 2020/21 00142 Director of Public Works/Transportation 1.0 1.0 1.0 1.0 00147 Assistant Director of Public Works/Transportation 1.0 1.0 1.0 5101 Public Works Operations Manager 1.0 3004 Executive Assistant 1.0 1.0 1.0 1.0 4701 Capital Projects Manager 1.0 1.0 1.0 1.0 14401 Public Works Stormwater Coordinator 1.0 1.0 1.0 1.0 7701 Facilities Manager 1.0 1.0 1.0 1.0 00149 Trades Worker III - 1.0 1.0 1.0 5401 Maintenance Worker 1.0 Total 7.0 7.0 7.0 7.0 2-76 PUBLIC WORKS/TRANSPORTATION DEPARTMENT ORGANIZATION CHART Public Works / Transportation Director Executive Assistant Contractual Landscape Assistant Capital Projects Consulting Shuttle Bus Service Architect Public Works / Manager Engineers Transportation Director Contractual: Public Works Facilities Stormwater Manager Electrical Coordinator Maintenance Landscape Maintenance Trades Worker III Contractual: Street Building Maintenance Maintenance (Trades Worker 1) Pest Control Security Information Officer • Capital Projects • City Buildings and Facilities Maintenance • Engineering Services • GIS/Mapping • Landscape Maintenance/Beautification • Pedestrian/Bicycle Programs • Public Works Permitting • ROW/Streets/Stormwater Maintenance • Shuttle Buses/Transportation 2-77 CITY OF AVENTURA PUBLIC WORKS/TRANSPORTATION FISCAL YEAR 2020/21 OBJECTIVES 1. Provide accurate and quick responses to resident and business owner complaints and concerns. 2. Implement and manage an approved operating and CIP Budget. 3. Continue to be a Tree City USA city. 4. Conform to the National Pollutant Discharge Elimination System ("NPDES") Stormwater standards with pre and post construction inspections. 5. Enforce the Stormwater Inspection Policy and Ordinance for private property compliance. 6. Continue with Staff Educational and Certification Requirements for the NPDES and Floodplain Management compliance. 7. Increase ridership and expand citywide shuttle bus service. 8. Redesign current bus schedule to be more ridership friendly. 9. Complete Coastal Line Rail Station Area Master Plan and Lehman Causeway Improvement Plan. 10. Implement and manage the Stormwater Management Plan. 11. Maintain the storm drain system for optimal performance. 12. Participate in regional efforts to improve transportation in Northeast Miami -Dade. 13. Maintain streets and walkways for vehicular and pedestrian safe usage. 14. Maintain all City Facilities to provide for a safe and clean environment. 15. Continue to work on Public Works accreditation policy and procedures for re -accreditation from the American Public Works Association in 2022. 16. Oversee capital projects. 17. Assist Community Development Department with the City Community Rating System ("CRS") application process. 18. Continue to monitor stormwater inspections on private property to conform with NPDES requirements. PERFORMANCE WORKLOAD INDICATORS ACTUAL ACTUAL PROJECTED ESTIMATE PERFORMANCE WORKLOAD INDICATOR 2017/18 2018/19 2019/20 2020/21 Resident complaints & concerns cleared 160 160 220 190 Tree City re -certification 1 1 1 1 Stormwater basins/systems cleaned 52 35 25 25 Shuttle bus ridership 290,012 290,050 289,521 290,000 PWpermits issued 50 55 61 65 Illicit discharge inspections(stormwater) 8 12 2 4 NPDES permit inspection private property 21 12 29 35 Annual facility & mechanical inspections 23 25 48 48 Number of BCycle rentals 7,774 7,855 7,900 7,900 2-78 CITY OF AVENTURA PUBLIC WORKS/TRANSPORTATION 2020/21 BUDGETARY ACCOUNT SUMMARY 001-6401-641 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 PERSONAL SERVICES 1201 Employee Salaries $ 668,589 $ 667,020 $ 721,430 $ 743,073 $ 743,073 1401 Overtime 671 657 4,500 2,500 2,500 2101 RCA 50,831 50,332 55,189 56,845 56,845 2201 Pension 95,784 95,346 105,051 108,203 108,203 2301 Health, Life & Disability 115,323 109,540 124,767 122,714 122,714 2401 Workers' Compensation 20,569 32,423 32,286 33,255 33,255 Subtotal 951,767 955,318 1,043,223 1,066,590 1,066,590 CONTRACTUAL SERVICES 3150 Prof. Services - Landscape Arch. - 5,865 4,000 4,000 4,000 3160 Prof. Services - Security 31,451 34,570 45,000 45,000 45,000 3450 Lands/Tree Maint. Svcs - Streets 784,886 786,978 820,000 820,000 820,000 3451 Bea utification/Signage 62,217 53,257 50,000 45,000 45,000 3455 Transportation Services 482,867 362,964 500,000 500,000 500,000 Subtotal �IIIIP 1,361,421 1,243,634 1,419,000 1,414,000 1,414,000 OTHER CHARGES & SERVICES 4001 Travel & Per Diem 2,666 1,873 2,000 2,000 2,000 4041 Car Allowance 6,000 6,000 6,000 6,000 6,000 4101 Communication Services 3,278 2,628 2,750 2,750 2,750 4301 Utilities - Electric 9,251 37,412 35,000 35,000 35,000 4311 Utilities - Street Lighting 153,682 115,030 125,000 100,000 100,000 4320 Utilities - Water 495,713 522,283 360,000 380,000 380,000 4610 R&M - Vehicles 1,321 2,557 3,500 3,500 3,500 4620 R&M - Buildings 60,045 84,029 100,000 125,000 125,000 4631 R&M - Janitorial Services 37,055 33,685 46,000 46,000 46,000 4645 R&M - Equipment 3,960 6,642 6,000 5,000 5,000 4691 R&M - Streets 80,093 77,674 60,000 60,000 60,000 Subtotal 853,064 889,813 746,250 765,250 765,250 COMMODITIES 5101 Office Supplies 3,031 3,421 4,000 4,000 4,000 5120 Computer Operating Supplies 2,926 3,000 3,000 3,000 3,000 5220 Gas & Oil 5,231 7,262 3,000 3,000 3,000 5240 Uniforms 1,426 1,879 2,500 2,500 2,500 5290 Other Operating Supplies 67 602 1,000 1,200 1,200 Subtotal 12,681 16,164 13,500 13,700 13,700 OTHER OPERATING EXPENSES 5410 Subscriptions & Memberships 291 1,012 1,500 1,500 1,500 5420 Conferences & Seminars 2,169 4,036 2,500 2,500 2,500 5450 Training 2,054 2,109 2,000 2,000 2,000 5901 Contingency 1,291 1,645 3,000 3,000 3,000 rSubtotal 5,805 8,802 9,000 9,000 9,000 Total Public Works/Transportation $ 3,184,738 $ 3,113,731 $ 3,230,973 $ 3,268,540 $ 3,268,540 2-79 PUBLIC WORKS/TRANSPORTATION BUDGET JUSTIFICATIONS 3160 Prof. Services - Security — Provides funding for contractual services for Government Center lobby security. 3450 Lands/Tree Maint. Svcs - Streets — Provides funding for costs associated with contracting tree, landscape, irrigation and flower maintenance services for all public right-of-ways and medians. 3451 Bea utification/Signage — Provides funding for banner and street furniture maintenance and repairs. Funding request includes costs for median informational signage upgrades, replacing metal halide light fixtures on NE 199th Street with LED fixtures, new banners and associated hardware. 3455 Transportation Services — Funding level includes providing six (6) mini -bus public transit routes six (6) days per week on a contractual basis that carries over 300,000 passengers per year, including the printing costs for route schedules. Transit system links the residential areas to community, retail and medical establishments, as well as Miami -Dade and Broward routes. Additional funding has been provided to address possible route improvements during peak times. 4311 Utilities -Street Lighting — Provides funding for services associated with maintaining street lighting in the various areas of the City. 4320 Utilities - Water — Provides funding for purchasing water for irrigating the medians, swales and right-of-ways in the City. 4620 R&M - Buildings — Provides for funding the necessary building repair and maintenance functions for the Community Recreation Center and park buildings for HVAC maintenance, pest control services, fire alarm system monitoring, roof inspections, general building repairs, painting, security system monitoring, sprinkler retrofit for server room and dispatch from water to cartridge. Funding request includes upgrading trash receptacles to include recycling materials and replacing existing lights with LED energy saving fixtures. 5410 Subscriptions & Memberships — Provides for funding memberships in the American Public Works Association, Florida Stormwater Association, Association of State Floodplain Managers and the Facility Managers Association. 5420 Conferences & Seminars — Provides for funding for attending the following conferences: American Public Works Association, Florida Stormwater Association, Association of State Floodplain Managers, customer service training and local seminars. 5450 Training — Provides for funding for staff to get specialized training for their disciplines to include air conditioning, electrical and stormwater. CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q ARTS & CULTURAL CENTER DEPARTMENT 2-81 CITY OF AVENTURA ARTS & CULTURAL CENTER FISCAL YEAR 2020/21 DEPARTMENT DESCRIPTION This Department is responsible for the operations and programming of the Arts & Cultural Center. The goal is to provide a facility that offers a wide range of quality entertainment and cultivates partnerships with other local and regional organizations to enhance the quality of life for the City by Drovidina a varietv of Derformina arts and relevant cultural Droarammina for audiences of all aaes. OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017118 2018/19 2019/20 2020/21 2020/21 1000/2999 Personal Services $ - $ - $ - $ - $ 3000/3999 Contractual Services 614,839 647,846 674,060 690,796 690,796 4000/4999 Other Charges & Services 180,471 154,392 158,500 158,500 158,500 5000/5399 Commodities 2,353 2,504 6,700 6,700 6,700 5400/5499 Other Operating Expenses 1,000 1,000 1,000 Total Operating Expenses $ 797,663 $ 804,742 $ 840,260 $ 856,996 $ 856,996 PACA Contractual Employees 2017/18 2018/19 2019/20 2020/21 General Manager 1.00 1.00 1.00 1.00 Event Services Manager 1.00 1.00 1.00 1.00 Technical Director 1.00 1.00 1.00 1.00 Box Office Manager 1.00 1.00 1.00 1.00 Marketing Coordinator 0.30 0.30 0.30 0.30 Event Services Coordinator (PIT) 0.75 0.75 0.75 0.75 Labor (PIT) 0.25 0.25 0.25 0.25 Total 5.30 5.30 5.30 5.30 2-82 ARTS & CULTURAL CENTER DEPARTMENT ORGANIZATION CHART City Commission City Manager AACC Advisory Board General Manager Broward Center for the Performing Arts Operations Headings above that are bolded and underlined, represent a function and/or service of the department. 2-83 CITY OF AVENTURA ARTS & CULTURAL CENTER FISCAL YEAR 2020121 OBJECTIVES 1. To provide artistic offerings and experiences to our increasingly diverse community with an emphasis on fostering a cooperative spirit and enhancing the quality of life in Aventura. 2. Create a performing arts facility that is welcoming and inclusive of the public at large by maintaining an aesthetically pleasing and professional facility. 3. Enhance the learning experiences of students at Aventura City of Excellence School and the Don Soffer Aventura High School by expanding performing arts activities and educational opportunities. 4. To increase general public awareness of the value of the cultural and educational programs available. PERFORMANCE WORKLOAD INDICATORS ACTUAL ACTUAL PROJECTED ESTIMATE PERFORMANCE WORKLOAD INDICATOR 2017/18 2018/19 2019/20 2020/21 Advisory Board Meetings attended 2 1 2 2 Number of performances/events 153 164 114 125 Total attendance 33,040 33,688 21,500 25,000 Number of promotional material produced 75 75 75 75 Summer Camp 1 1 1 1 of patrons who respond favorably to AACC 80% 80% 80% 80% :E CITY OF AVENTURA ARTS & CULTURAL CENTER 2020/21 BUDGETARY ACCOUNT SUMMARY 001-7001-575 OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018119 2019/20 2020/21 2020/21 PERSONAL SERVICES 1201 Employee Salaries $ $ $ $ $ 1401 Overtime 2101 FICA 2201 Pension 2301 Health, Life & Disability 2401 Workers' Compensation Subtotal - - - - - CONTRACTUAL SERVICES 3112 Prof. Services - Man Sery 1419775 1459036 1489560 1519536 1519536 3114 Prof. Services - Man Serv/Staffing 3299734 3489753 3609500 3699260 3699260 3115 Prof. Services - Man Serv/Marketing 239850 249000 259000 259000 259000 3190 Prof. Services - Programming 959286 1019187 1159000 1159000 1159000 3410 Prof. Services - Janitorial Services 249194 28,870 259000 30,000 30,000 Subtotal im 614,839 647,846 674,060 690,796 690,796 OTHER CHARGES & SERVICES 4101 Communication Services 69741 69942 69600 69600 69600 4201 Postage 189370 99562 89600 89600 8,600 4301 Utilities 549498 469595 549000 549000 54,000 4440 Copy Machine Costs 19184 19002 29800 29800 2,800 4620 R&M - Buildings 89119 11,812 79000 79000 79000 4645 R&M - Equipment 59786 59107 69500 69500 69500 4701 Printing & Binding 309179 169622 149500 149500 149500 4910 Advertising 549328 55,196 589000 589000 58,000 4920 Licenses/Permit Fees 1,266 1,554 500 500 500 Subtotal 180,471 1549392 158,500 158,500 1589500 COMMODITIES 5101 Office Supplies 1,376 796 19200 19200 19200 5120 Computer Operating Supplies 148 592 19000 19000 19000 5290 Other Operating Supplies 829 19116 49500 49500 49500 Subtotal 29353 2,504 6,700 6,700 6,700 OTHER OPERATING EXPENSES 5901 Contingency - - 1,000 1,000 1,000 Subtotal - - 1,000 1,000 1,000 Total Arts & Cultural Center $ 797,663 $ 804,742 $ 840,260 $ 856,996 $ 856,996 2-85 ARTS & CULTURAL CENTER BUDGET JUSTIFICATIONS 3112 Prof. Services - Man Sery — Payment for services provided in conjunction with the Agreement with Performing Arts Center Authority for management, programming and operational support services. 3114 Prof. Services - Man Serv/Staffing — Reimbursement to Performing Arts Center Authority in accordance with agreement for staff personnel costs. 3115 Prof. Services - Man Serv/Marketing — Payment for marketing and public relation services. 3190 Prof. Services - Programming — This line item is used to fund "City Presents" performances in order to attract a variety of programming. 3410 Prof. Services - Janitorial Services — Costs for cleaning the AACC facility. 4101 Communication Services — Costs associated with telephone service and other communication type services. 4301 Utilities — Costs associated with electricity, water, sewer and refuse service for the AACC. 4620 R&M - Buildings — Costs of maintaining service contracts for mechanical systems within the AACC. 4645 R&M - Equipment — Costs of maintaining service contracts on all equipment located at the AACC. 4910 Advertising — Costs associated with promoting events at the AACC. CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q NON -DEPARTMENTAL 2-87 CITY OF AVENTUM EPARTMENTAL-T 2020/21 BUDGETARY ACCOUNT SUMMARY 001-9001-6� OBJECT r APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017118 2018/19 2019120 2020/21 2020/21 TRANSFERS 9118 T/fer - Charter School Fund (190) $ 100,000 $ 100,000 $ 100,000 $ 100,000 $ 100,000 9119 T/fer - Charter H.S. Fund (191) 100,000 116,000 160,000 160,000 9123 T/fer - Debt Svice Fund Ser 2010 & 111 (230) 1,199,662 1,194,963 1,196,121 1,190,919 1,190,919 9124 T/fer - Debt Svice Fund Ser 2000 (240) 606,476 620,820 724,000 9126 T/fer - Debt Svice Fund Ser 2012 (A) (260) 360,828 369,136 366,073 362,487 362,487 9126 T/fer - Debt Svice Fund Ser 2018 (291) 230,479 496,024 496,100 496,808 496,808 9127 T/fer - Charter H.S. Construction Fund (393) 6,200,000 Total Non -Departmental -Transfers 8,697,336 $ 2,769,942 $ 2,996,294 $ 2,300,214 $ 2,300,214 NON -DEPARTMENTAL — TRANSFERS BUDGET JUSTIFICATIONS 9118 Transfer to Charter School Fund — Represents transfer of amount from the Intersection Safety Camera Program revenues to the Charter School Fund (Fund 190). 9119 Transfer to Charter High School Fund — Represents transfer of amount from the Intersection Safety Camera Program revenues to the Don Soffer Aventura High School Fund (Fund 191). 9123 Transfer to Debt Service Fund - 2010/11 — Transfer to 2010 & 2011 Debt Service Fund (Fund 230) for required interest and principal on that bank qualified loan. 9124 Transfer to Debt Service Fund - 2000 — Transfer to 2000 Loan Debt Service Fund (Fund 240) for required interest and principal on that bank qualified loan. The related debt instrument will be retired on September 30, 2020. 9125 Transfer to Debt Service Fund - 2012 (A) — Transfer to 2012 (A) Loan Debt Service Fund (Fund 250) for required interest and principal on that bank qualified loan. 9126 Transfer to Debt Service Fund - 2018 — Transfer to 2018 Loan Debt Service Fund (Fund 291) for required interest and principal on that bank qualified loan. 9127 Transfer to Charter H.S. Construction Fund — Transfer to Charter H.S. Construction Fund (Fund 393) to assist in the financing of the construction and equipping of the Don Soffer Aventura High School. CITY OF AVENTURA WNON-DEPARTMENTAL IF 2020/21 BUDGETARY ACCOUNT SUMMARY 001-9001-590 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 PERSONAL SERVICES 2501 Unemployment $ 2,075 $ 4,478 $ 2,500 $ 2,500 $ 2,500 Subtotal 2,075 4,478 2,500 2,500 2,500 CONTRACTUAL SERVICES 3157 City Manager Recruitment 10,050 2,124 - - - 3410 Prof. Services - Janitorial 65,941 62,215 75,000 75,000 75,000 Subtotal 75,991 64,339 75,000 75,000 75,000 OTHER CHARGES & SERVICES 4101 Communication Services 103,223 117,985 98,000 105,000 105,000 4201 Postage 10,335 9,987 15,000 12,000 12,000 4301 Utilities 179,334 180,541 185,000 185,000 185,000 4320 Water 14,012 17,959 15,000 18,000 18,000 4440 Copy Machine Costs 7,785 7,349 10,000 10,000 10,000 4501 Insurance 747,396 715,282 1,025,000 825,000 825,000 4620 R&M - Government Center 276,404 150,248 215,000 215,000 215,000 4650 R&M - Office Equipment - 2,000 2,000 2,000 2,000 Subtotal 1,338,489 1,201,351 1,565,000 1,372,000 1,372,000 COMMODITIES 5290 Other Operating Supplies 5,380 8,171 12,000 10,000 10,000 Subtotal 5,380 8,171 12,000 10,000 10,000 OTHER OPERATING EXPENSES 5901 Contingency 27,113 69,139 50,000 50,000 50,000 5904 Hurricane/Debris Removal 288,909 - - - - 5905 Hurricane/Debris Monitor 226,705 - 5906 Hurricane/Preparation 51,675 23,095 5907 Hurricane/Supplies 2,695 - - - - Subtotal 597,097 92,234 50,000 50,000 50,000 Total Non -Departmental $ 2,019,032 $ 1,370,573 $ 1,704,500 $ 1,509,500 $ 1,509,500 NON -DEPARTMENTAL BUDGET JUSTIFICATIONS 2501 Unemployment — Unemployment costs. 3410 Prof. Services - Janitorial — Costs for janitorial services at the Government Center. 4101 Communication Services — Costs associated with telephone service, internet access, web pages and other communication type services for Government Center. Includes Intertel maintenance and Wireless data service. 4301 Utilities — Costs associated with electricity and refuse service for the Government Center. 4320 Water— Costs associated with water and sewer service for the Government Center. 4501 Insurance — General liability, automobile, property, flood and other miscellaneous insurance coverages for City -owned or leased facilities and equipment. 4620 R&M - Government Center — Costs of maintaining service contracts for mechanical systems and other repairs within the Government Center. 4650 R&M - Office Equipment — Costs of maintaining service contracts on all office equipment located at the Government Center. 2-90 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 CAPITAL OUTLAY 2-91 CITY OF AVENTURA API 2020/21 PROJECT APPROPRIATION 001-80XX OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017118 2018119 2019/20 2020/21 2020121 City Manager's Office - 8005.512 6402 Computer Equipment <$5,000 $ 2,000 $ $ 2,000 $ $ 2,000 2,000 City Clerk - 8008-519 6402 Computer Equipment <$5,000 2,226 887 2,000 1,000 1,000 Subtotal _ 2,226 887 2,000 1,000 1,000 Finance - 8010-513 6402 Computer Equipment <$5,000 25908 25717 5,000 2,000 25000 Subtotal = 2,908 2,717 6,000 2,000 2,000 Information Technology. - 8012.513 6401 Computer Equipment>$5,000 3805171 1415189 1635292 1755000 1755000 6402 Computer Equipment <$5,000 55967 55756 65000 65000 65000 Subtotal 386,138 146,946 169,292 181,000 181,000 Police - 8020.521 6401 Computer Equipment>$5,000 255319 45779 1145522 6402 Computer Equipment <$5,000 1225100 1695807 1655097 945375 945375 6407 Radio Purchase & Replace. 505492 115776 615400 425000 425000 6410 Equipment >$5,000 985051 1295732 1015800 2075480 2075480 6411 Equipment <$5,000 645706 115000 21,330 6414 Police Dept Office Improvements 165,000 95,000 95,000 6450 Vehicles 364,030 454,479 311,000 327,600 327,500 Subtotal 7245698 771,673 9405149 766,366 766,366 Community Development - 8040.524 6402 Computer Equipment <$5,000 7,196 136,685 146,784 5,500 5,500 6410 Equipment >$5,000 23,889 Subtotal 7,196 169,574 146,784 5,500 5,500 Community Services - 8050.539/541/572 6402 Computer Equipment <$5,000 105448 45796 8,000 65500 65500 6410 Equipment >$5,000 395637 895803 28,100 145000 145000 6411 Equipment <$5,000 105612 155033 175700 65000 65000 6205 Community Center Improvements 345053 745715 945500 65000 65000 6310 Aventura Founders Park 71,630 635947 2125052 6322 Waterways Park Improvements 145991 465000 6323 Waterways Dog Park Improvements 215500 6326 Veterans Park Improvements 165000 6327 Peace Park Improvements 255000 125,000 1265000 Subto 166,380 263,286 468,862 167,600 167,600 2-92 CITY OF AVENTUM CAPITAL OUTLAY- CONTINUED 2020/21 PROJECT APPROPRIATION 001-8OXX OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017118 2018/19 2019120 2020/21 2020121 Public Works/Transportation - 8054.539/541 /572 6420 HVAC Replacements 56,422 15,000 15,000 6421 Government Center Improvements 280,761 6301 Beautification Projects 9,597 8,896 9,800 9,800 9,800 6309 Seawall Improvements 1,470,769 41,082 6352 Hurricane Landscape Restoration 789,562 2,672 6402 Computer Equipment <$5,000 785 5,663 85596 25000 25000 6410 Equipment>$5,000 21,986 235325 505000 50,000 6353 Exercise Trail Improvements 7,055 Subto 2,356,176 815638 299,157 76,800 765800 Charter School - 8069.569 6402 Computer Equipment <$5,000 200,000 200,000 Subto pr 2005000 2005000 Arts & Cultural Center - 8070.575 6402 Computer Equipment <$5,000 35374 35548 25000 7,000 75000 6410 Equipment>$5,000 385550 1115436 845788 24,400 245400 Subtotal 41,924 114,984 86,788 31,400 31,400 Non -Departmental - 8090.590 6101 Land Acquisition/Purchase 4,4385450 1785292 15653 6452 Hurricane Related 282,265 6999 Capital Reserve 14,395,991 14,772,304 14,772,304 Subtotal 4,720,716 178,292 14,397,644 14,772,304 14,772,304 Total Capital $ 8,410,361 $ 1,719,895 $ 16,517,666 $ 1651935859 $ 16,193,859 2-93 CAPITAL PROJECT DESCRIPTIONS M111va►y,FAkiFive] ;I:4&yelaa161a 6402 Computer Equipment <$5,000 — This project consists of the replacement and upgrade of computer equipment utilized in the Office of the City Manager. CITY CLERK'S OFFICE 6402 Computer Equipment <$5,000 — This project consists of the replacement and upgrade of computer equipment utilized in the City Clerk's Office. I a I ki FA kiIM4 6402 Computer Equipment <$5,000 — This project consists of the replacement and upgrade of computer equipment utilized in the Finance Department. INFORMATION TECHNOLOGY 6401 Computer Equipment >$5,000 — This project consists of purchasing new and replacement computer hardware and software that utilizes the latest technology for the City's general information management system, which is utilized by all City Departments. 6402 Computer Equipment <$5,000 — This project consists of the replacement and upgrade of computer equipment utilized in the Information Technology Department. POLICE 6402 Computer Equipment <$5,000 — This project consists of purchasing computer equipment and software that utilizes the latest technology for the Police Department. Computer Upgrades $ 5,000 Desktop Computer(s) 18,000 Desktop Scanner(s) 2,000 Laser Printer(s) 1,500 Replace Mobile Laptop(s) 45,000 Vehicle Printer(s) 7,875 Replace In -Car Video Server 15,000 6407 Radio Purchase & Replace. — This project consists of upgrading the equipment for the 800 Mhz police radio system to ensure a state-of-the-art system and to maintain the E911 system and the purchasing of new radios for vehicles and personnel in the Police Department. 2-94 CAPITAL PROJECT DESCRIPTIONS — CONTINUED 11671[MMMOT167►11111►111491 6410 Equipment >$5,000 — This project consists of purchasing new equipment and replacing inefficient, defective or unusable equipment for the Police Department. Vehicle Equipment (8) $ 84,080 Traffic Vehicle Equipment (1) 11,000 Replace In -Car Video (5) 20,000 Mobile LPR (2) 20,000 K-9 New Purchase 15,000 C/S Forensic Light Kit 42S 9,300 Vermac Sign Board 22,000 Traffic Radar Units 5,000 Mobile Food Cart 6,100 Replace UAS Matrice 15,000 6414 Police Dept Office Improvements — This project consists of replacing the center console in the Communications Center. Replace E911 Center Console $ 95,000 6450 Vehicles — This project consists of purchasing police vehicles to maintain a vehicle replacement program in the Police Department. Replace Patrol Vehicles (8) Replace Traffic Vehicle (1) $ 292,000 35,500 COMMUNITY DEVELOPMENT 6402 Computer Equipment <$5,000 — This project consists of the replacement and upgrade of computer equipment utilized by the Community Development Department's Code Compliance and Building Inspection Divisions. COMMUNITY SERVICES 6402 Computer Equipment <$5,000 — This project consists of the replacement and upgrade of computer equipment utilized by the Community Services Department and the Community Recreation Center. 6410 Equipment >$5,000 — This project consists of purchasing new equipment and replacing inefficient, defective or unusable equipment for the Community Services Department. Replace Treadmills at CRC $ 7,000 Replace Recumbent Bikes at CRC 7,000 2-95 CAPITAL PROJECT DESCRIPTIONS — CONTINUED Isle] ►y,Iky,l1J►1111M1ELV/[6MIM9167►11111►014oil 6411 Equipment <$5,000 — This project consists of purchasing new equipment and replacing inefficient, defective or unusable equipment for the Community Services Department. Replace Tents $ 2,000 Replace Sports Fencing Panels 4,000 6205 Community Center Improvements — This project consists of various improvements at the Community Recreation Center. Replace Tech Center Flooring $ 6,000 6310 Aventura Founders Park — This project consists of the maintenance, replacement and enhancement of various equipment and improvements at Founders Park. 6322 Waterways Park Improvements — This project consists of the maintenance, replacement and enhancement of various equipment and improvements at Waterways Park. 6323 Waterways Dog Park Improvements — This project consists of the maintenance, replacement and enhancement of various equipment and improvements at Waterways Dog Park. 6326 Veterans Park Improvements — This project consists of the maintenance, replacement and enhancement of various equipment and improvements at Veterans Park. 6327 Peace Park Improvements — This project consists of the maintenance, replacement and enhancement of various equipment and improvements at Peace Park. New Restroom Facility $ 125,000 111 3I[91TiV61N16"R9AIMA►F9101:iIffliI M ki 6420 HVAC Replacements — This project consists of replacing air conditioning unit at various City facilities. 6421 Government Center Improvements — This project consists of various improvements at the Government Center. 6301 Beautification Projects — This project consists of the maintenance, replacement and enhancement to street furniture and water fountains throughout the City. 6402 Computer Equipment <$5,000 — This project consists of the replacement and upgrade of computer equipment utilized by the Public Works/Transportation Department. 6410 Equipment >$5,000 — This project consists of purchasing new equipment and replacing inefficient, defective or unusable equipment for the Public Works/Transportation Department. Replace Pickup Truck with High Top Van $ 50,000 2-96 CAPITAL PROJECT DESCRIPTIONS — CONTINUED I901ki&1.1a94:7eV/Ell ►1110J:7e\:IM:F161:XQI 6402 Computer Equipment <$5,000 — This project consists of the initial installation and regular replacement of the computers, laptops, servers and network infrastructure at the Don Soffer Aventura High School. 0:4&WE61110ILI]ZT 1 We] Ell ►1111;1N 6402 Computer Equipment <$5,000 — This project consists of the replacement and upgrade of computer equipment utilized at the Arts & Cultural Center. 6410 Equipment >$5,000 — This project consists of purchasing new equipment and replacing inefficient, defective or unusable equipment for the Arts & Cultural Center Department. Replace Clear Comm System/Accessories $ 20,000 Additional/Replace Moving/LED Lights 4,400 2-97 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK MR CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q POLICE EDUCATION FUND 2-99 CITY OF AVENTURA POLICE EDUCATION FUND — 110 CATEGORY SUMMARY FISCAL YEAR 2020/21 FUND DESCRIPTION This Fund is used to account for revenues and expenditures associated with the two dollars ($2.00) the City receives from each paid traffic citation, which, by State Statute, must be used to further the education of the City's Police Officers. REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORYRECAP 2017/18 2018/19 2019/20 2020/21 2020/21 310000/319999 Locally Levied Taxes 320000/329999 Licenses & Permits 330000/339999 Intergovernmental Revenues 340000/349999 Charges for Services 350000/359999 Fines & Forfeitures 360000/369999 Miscellaneous Revenues 380000/389999 Transfer from Funds 399900/399999 Fund Balance Total Available 5,405 5,736 5,500 5,500 5,500 86 159 - - - - - 7,596 - - $ 5,491 $ 5,895 $ 13,096 $ 5,500 $ 5,500 EXPENDITURES OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORYRECAP 2017/18 2018/19 2019/20 2020/21 2020/21 1000/2999 Personal Services $ $ $ $ $ 3000/3999 Contractual Services 4000/4999 Other Charges & Services 5000/5399 Commodities - 5400/5999 Other Operating Expenses 8,906 13,096 5,500 5,500 Total Operating Expenses 8,906 13,096 5,500 5,500 6000/6999 Capital Outlay - - - - Total Expenditures $ $ 8,906 $ 13,096 $ 5,500 $ 5,500 2-100 CITY OF AVENTURA POLICE EDUCATION FUND 110 2020/21 REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 Fines & Forfeitures 3511000 Fines Subtotal Miscellaneous Revenues 3611000 Interest Subtotal Fund Balance 3999000 Carryover Subtotal Total Revenues $ 5,405 $ 5,736 $ 5,500 $ 5,500 $ 5,500 5,405 5,736 5,500 5,500 5,500 86 159 - - - 86 159 - - - 7,596 - - 7,596 - - $ 5,491 $ 5,895 $ 13,096 $ 5,500 $ 5,500 EXPENDITURES 2001-521 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018119 2019/20 2020/21 2020/21 OTHER OPERATING EXPENSES Public Safety - 2001-521 5450 Training $ $ 8,906 $ 13,096 $ 5,500 $ 5,500 Total Expenditures $ $ 8,906 $ 13,096 $ 5,500 $ 5,500 REVENUE PROJECTION RATIONALE 3511000 Fines — Two dollars ($2.00) is received from each paid traffic citation issued within the City's corporate limits, which, by State Statute, must be used to further the education of the City's Police Officers. 2-101 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 :: Z 61 q THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 2-102 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q TRANSPORTATION AND STREET MAINTENANCE FUND 2-103 CITY OF AVENTURA TRANSPORTATION AND STREET MAINTENANCE FUND — 120 CATEGORY SUMMARY FISCAL YEAR 2020/21 FUND DESCRIPTION This fund was established to account for restricted revenues and expenditures which by State Statute and County Transit System Surtax Ordinance are designated for transportation enhancements, street maintenance and construction costs. REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018119 2019/20 2020121 2020121 3100001319999 Locally Levied Taxes $ $ $ $ $ 32 000 01329999 Licenses & Permits 33 000 01339999 Intergovernmental Revenues 2,496,051 2,514,007 2,225,000 1,864,000 1,864,000 3400001349999 Charges for Services 3500001359999 Fines & Forfeitures 3600001369999 Miscellaneous Revenues 1,037,150 1,307,877 60,000 43,000 43,000 38 000 01389999 Transfer from Funds 3999001399999 Fund Balance 6,102,545 860,000 860,000 FTotal Available $ 3,533,201 $ 3,821,884 $ 8,387,545 $ 2,767,000 $ 2,767,000 EXPENDITURES 1000/2999 Personal Services $ - $ - $ - $ - $ 3000/3999 Contractual Services 1,549,159 1,670,241 1,784,274 1,732,058 1,732,058 4000/4999 Other Charges & Services 5000/5399 Commodities 5400/5999 Other Operating Expenses Total Operating Expenses 1,549,159 1,670,241 1,784,274 1,732,058 1,732,058 6000/6999 Capital Outlay 605,204 673,947 6,603,271 1,034,942 1,034,942 9000/9999 Transfers Total Expenditures $ 2,154,363 $ 2,344,188 $ 8,387,545 $ 2,767,000 $ 2,767,000 2-104 CITY OF AVENTURA TRANSPORTATION AND STREET MAINTENANCE FUND 120 2020/21 REVENUE PROJECTIONS OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020121 2020121 Intergovernmental Revenues 3313901 FDOT $ 143,354 $ $ $ $ 3351200 State Revenue Sharing 253,627 260,666 255,000 191,000 191,000 3353001 Local Option Cap. Impr. Gas Tax 146,682 146,960 145,000 110,000 110,000 3353010 Local Option Gas Tax 381,880 383,251 365,000 288,000 288,000 3383801 County Transit System Surtax 1,570,508 1,723,130 1,460,000 1,275,000 1,275,000 Subtotal 2,496,051 2,514,007 2,225,000 1,864,000 1,864,000 Miscellaneous Revenues 3611000 Interest 41,476 114,191 20,000 3,000 3,000 3632000 Transportation Mitigation Impact Fee 952,635 1,153,143 3633000 Citywide Bicycle Sharing 43,039 40,543 40,000 40,000 40,000 3661000 Developer Contributions/Streets Subtotal 1,037,160 1,307,877 60,000 43,000 43,000 Fund Balance 3999000 Carryover - Other 679,000 679,000 3999000 Carryover - Impact Fees 6,102,545 181,000 181,000 Subtotal 6,102,545 860,000 860,000 Total Revenues $ 3,533,201 $ 3,821,884 $ 8,387,545 $ 2,767,000 $ 2,767,000 EXPENDITURES 5401.541 OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017118 2018/19 2019120 2020/21 2020121 CONTRACTUAL SERVICES Public Works/Transportation - 5401.541 3450 Landscape/Tree Maint/Streets $ 640,782 $ 663,639 $ 755,000 $ 755,000 $ 755,000 3453 Citywide Bicycle Sharing 69,900 76,602 79,274 27,058 27,058 3455 Enhanced Transit Services 767,268 830,000 830,000 830,000 830,000 3460 TVMS Maintenance 71,209 100,000 120,000 120,000 120,000 Subtotal 1,549,159 1,670,241 1,784,274 1,732,058 1,732,068 6304 6305 6307 6308 6341 6999 CAPITAL OUTLAY Public Works/Transportation - 5401.541 Circulator System Improv. - Bus Shelter Road Resurfacing Street Lighting Improv. Citywide Bicycle Sharing Transportation System Improv. Capital Reserve -Other _ Subtotal 181,000 181,000 306,815 133,565 594,419 325,000 325,000 243,350 528,238 210,000 53,149 8,500 8,500 1,820 11,714 553,286 90,000 90,000 70 430 5,245,566 430,442 430,442 605,204 673,947 6,603,271 1,034,942 1,034,942 Total Expenditure $ 2,154,363 $ 2,344,188 $ 8,387,545 $ 2,767,000 $ 2,767,000 2-105 REVENUE PROJECTION RATIONALE 3351200 State Revenue Sharing — Revenue received in this category is projected to approximate 22.61 % for FY 2020/21 of the total State Revenue Sharing Funds. Their source is the motor fuel tax and is restricted to road construction and maintenance. Based on conservative projections related to COVID-19, it is anticipated that $191,000 will be received in the upcoming fiscal year. State Revenue Sharing $300,000 $ 250,000 $ 200,000 $150,000 $100,000 $50,000 $- ti°y�\1� ti°y�\yk le,,yy ti do-1` tioti^\y$ do-1\,ye tioti�\yo do-1 \1 The County has adopted two phases of the local option gas tax as follows: 3353001 Local Option Cap. Impr. Gas Tax — The first phase is six cents per gallon on fuel and is collected by the State's Department of Revenue and remitted monthly based on a formula which provides a weight of 75% to population and 25% to center line mileage in each city. These funds must be used for transportation related expenditures 3353010 Local Option Gas Tax — The second phase must be used for transportation expenditures needed to meet the requirements of the capital improvements elements of an adopted comprehensive plan. Local Option Gas Tax $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 �oy��13 �oy��tia �oyb�ti5 �oy��ti� �ov��y� goy^�1� �ov��tie �oyo�tio �o�o�titi 3383801 County Transit System Surtax — County voters approved a '/2% sales tax increase for transportation needs that went into effect January 2003. As provided by County Ordinance, the cities receive 20% of the proceeds based upon population. Based on conservative projections related to COVID-19, it is anticipated that $1,275,000 will be received in the upcoming fiscal year. County Transit System Surtax $1,800,000 $1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 2-106 BUDGET JUSTIFICATIONS 3450 Landscape/Tree Maintenance/Streets — Provides for costs associated with contracting tree, landscape, irrigation and flower maintenance services for all public right-of-ways and medians. 3453 Citywide Bicycle Sharing — Provides for the operating costs associated with the Bicycle Sharing Program. 3455 Enhanced Transit Services — Provides for the 20% funding requirement of the County Transit System Surtax to enhance public bus transportation system beyond levels set in the 2001/02 budget and to fund the expanded transit service routes. 3460 TVMS Maintenance — Provides for the operating costs associated with maintaining the Traffic Video Monitoring System ("TVMS"). Cff_1:2 1111F_1111111:2:Tom *0i91*161 71i11[07►l-I 6304 Circulator System Improvements (Bus Shelters) — This project consists of the utilization of transportation impact fees to operate and maintain the City's Circulator System and includes the following: New Bus Shelters $ 160,000 Retrofit Bus Shelters with Solar Lighting 21,000 6305 Road Resurfacing — This project consists of resurfacing roadways as determined by the City's maintenance standards and the Public Works/Transportation Department and includes the following: Yacht Club Way (213t" Street) $ 325,000 6308 Citywide Bicycle Sharing — This project consists of the replacement of bicycles utilized for the City's Bicycle Sharing Program that have become obsolete due to normal wear and tear as follows: Replace Bicycles $ 8,500 6341 Transportation System Improvements — This project consists of Crosswalk Solar Lighting System Improvements as follows: Enhance Solar Lit Crosswalks on Country Club Drive $ 90,000 2-107 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 ,�q:5 THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 2-108 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q 911 FUND 2-109 CITY OF AVENTURA 911 FUND - 180 CATEGORY SUMMARY FISCAL YEAR 2020/21 FUND DESCRIPTION This fund is used to account for revenues and expenditures specifically earmarked for the City's emergency 911 system in accordance with Florida Statutes 365.172. The funds may be used to provide emergency dispatch systems, training, communication, maintenance and repairs and related capital outlay purchases. The fund offsets a portion of the emergency 911 operations. REVENUE PROJECTIONS OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018119 2019120 2020/21 2020/21 310000/319999 Locally Levied Taxes $ $ $ $ $ 320000/329999 Licenses & Permits - 3300001339999 Intergovernmental Revenues 87,603 93,954 90,240 85,350 85,350 340000/349999 Charges for Services - - - - - 3500001359999 Fines & Forfeitures - - 3600001369999 Miscellaneous Revenues 176 701 380000/389999 Transfer from Funds - - - - - 3999001399999 Fund Balance - - 25,120 20,000 20,000 Total Available $ 87,779 $ 94,655 $ 115,360 $ 105,350 $ 105,350 EXPENDITURES OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 1000/2999 Personal Services $ $ $ $ $ 3000/3999 Contractual Services - 400014999 Other Charges & Services 91,645 82,567 89,210 89,210 89,210 5000/5399 Commodities 593 660 1,000 2,500 2,500 5400/5999 Other Operating Expenses 2,530 5,212 5,000 5,000 5,000 Total Operating Expenses 94,768 88,439 95,210 96,710 96,710 6000/6999 Capital Outlay - - 20,150 8,640 8,640 9000/9999 Transfers - - - - - Total Expenditures $ 94,768 $ 88,439 $ 115,360 $ 105,350 $ 105,350 2-110 CITY OF AVENTURA 911 FUND 180 1w 2020/21 REVENUE PROJECTIONS OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 Intergovernmental Revenues 3379110 911 Fees -Wire Line $ 68,076 $ 65,425 $ 64,000 $ 59,250 $ 59,250 3379111 911 Fees -Wireless 14,030 21,482 19,400 20,100 20,100 3379112 911 Fees -Prepaid 5,497 7,047 6,840 6,000 6,000 rSubtotal = 87,603 93,954 90,240 85,350 85,350 Miscellaneous Revenues 3611000 Interest on Investments 176 701 - - - Subtotal� 176 701 - - - Fund Balance 3999000 Carryover - - 25,120 20,000 20,000 Subtotal - - 25,120 20,000 20,000 Total Revenues $ 87,779 $ 94,655 $ 115,360 $ 105,350 $ 105,350 EXPENDITURES 2001-521 OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 OPERATING OTHER CHARGES & SERVICES Public Safety - 2001-521 4001 Travel & Per Diem $ 4,364 $ 2,302 $ 6,000 $ 6,000 $ 6,000 4101 Communications 1,819 465 - - - 4645 R&M - Equipment 85,462 79,800 83,210 83,210 83,210 Subto 91,645 82,567 89,210 89,210 89,210 COMMODITIES Public Safety - 2001-521 5290 Other Operating Supplies 593 660 1,000 2,500 2,500 Subtotal 593 660 1,000 2,500 2,500 OTHER OPERATING EXPENSES Public Safety - 2001-521 5410 Subscriptions & Memberships 411 426 1,000 1,000 1,000 5450 Training 2,119 4,786 4,000 4,000 4,000 Subtotal 2,530 5,212 5,000 5,000 5,000 CAPITAL OUTLAY Public Safety - 2001-521 6999 Capital Reserves - - 20,150 8,640 8,640 Subtotal - - 20,150 8,640 8,640 Total Expenditures $ 94,768 $ 88,439 $ 115,360 $ 105,350 $ 105,350 2-111 REVENUE PROJECTION RATIONALE 3379110 911 Fees — Wire Line — Represents the amount anticipated for 911 Wire Line fees collected by the State in accordance with Florida Statues 365.172. 3379111 911 Fees — Wireless — Represents the amount anticipated for 911 Wireless fees collected by the State in accordance with Florida Statues 365.172. 3379112 911 Fees — Prepaid — Represents the amount anticipated for 911 Prepaid fees collected by the State in accordance with Florida Statues 365.172. 911 Fees $200,000 $150,000 $100,000 $50,000 4r - -M* ----F F--Mr F---r - - - P F --- v 00 M�ZrlA0016-111Ia14M1101►&I 4645 R&M - Equipment — Funds allocated to this account will be used for the repair and maintenance of the 911 equipment. 5450 Training — Costs associated with this account are utilized to maintain state standards and a highly trained dispatch function. 2-112 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q DEBT SERVICE FUNDS 2-113 CITY OF AVENTURA DEBT SEVICE FUND RECAP CATEGORY SUMMARY FISCAL YEAR 2020/21 FUND DESCRIPTION These funds are established to account for revenues and/or transfers pledged for debt service payments on long-term financing. REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 310000/319999 Locally Levied Taxes 320000/329999 Licenses & Permits 330000/339999 Intergovernmental Revenues 340000/349999 Charges for Services 350000/359999 Fines & Forfeitures 360000/369999 Miscellaneous Revenues 380000/389999 Transfer/Debt Proceeds 399900/399999 Fund Balance Total Available 28,889 31,433 - - - 2,741,335 3,013,942 3,190,088 2,455,435 2,455,435 - - 315,996 - - $ 2,770,224 $ 3,045,375 $ 3,506,084 $ 2,455,435 $ 2,455,435 EXPENDITURES OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 1000/2999 Personal Services $ $ $ $ $ 3000/3999 Contractual Services 4000/4999 Other Charges & Services 5000/5399 Commodities 5400/5999 Other Operating Expenses Total Operating Expenses 6000/6999 Capital Outlay - - - - - 7000/7999 Debt Service 2,699,842 2,987,530 3,506,084 2,455,435 2,455,435 9000/9999 Transfers - - - - - Total Expenditures $ 2,699,842 $ 2,987,530 $ 3,506,084 $ 2,455,435 $ 2,455,435 2-114 CITY OF AVENTURA DEBT SERVICE FUNDS RECAP 2020/21 REVENUE PROJ ECTIO NS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 Miscellaneous Revenues 3611000 Interest $ 28,889 $ 31,433 $ $ $ Subtotal 28,889 31,433 Transfer/Debt Proceeds 3811001 Transfer from General Fund 2,297,335 2,569,942 2,781,294 2,050,214 2,050,214 3811901 Transfer from Charter School Fund 444,000 444,000 408,794 405,221 405,221 Su 2,741,335 3,013,942 3,190,088 2,455,435 2,455,435 Fund Balance 3999000 Carryover 315,996 Subtotal 315,996 - - Total Revenues $ 2,770,224 $ 3,045,375 $ 3,506,084 $ 2,455,435 $ 2,455,435 EXPENDITURES DEBT SERVICE Non -Departmental - 590 7130 Principal $ 1,930,000 $ 2,120,000 $ 2,705,000 $ 1,785,000 $ 1,785,000 7230 Interest 769,842 867,530 801,084 670,435 670,435 Wtal Expenditures $ 2,699,842 $ 2,987,530 $ 3,506,084 $ 2,455,435 $ 2,455,435 Notes. the City has no legal debt limit. General Obligation Debt requires approval by voter referendum. Other debt requires Commission approval by a Simple Majority (4 of 7 Commissioners). In the above Debt Service Funds Recap schedule, the ACTUAL 2017/18, ACTUAL 2018/19 and the APPROVED BUDGET 2019/20 columns include prior year activity from the 2000 Loan Debt Service Fund — 240. The related 2000 Loan Debt will be retired on September 30, 2020 and as a result the fund's accompanying schedule has been properly excluded from this section of the budget document and both the CITY MANAGER PROPOSAL 2020/21 and the COMMISSION APPROVAL 2020/21 columns as it is no longer necessary or applicable for budgeting purposes. Debit Limit Although the City Charter makes no reference to limitations in establishing debt (i.e., debt limit), the City has limited its borrowing to prudent levels that are able to be satisfied with existing revenue and cash flow projections. The City utilizes debt financing on large expenditures for capital projects or purchases that may be depreciated over their useful lives. By using debt financing, the cost of the expenditure is amortized over its useful life allowing the expenditure to be matched against revenue streams from those receiving the benefits. 2-115 CITY OF AVENTURA 2010 & 2011 DEBT SERVICE FUND — 230 CATEGORY SUMMARY FISCAL YEAR 2020/21 FUND DESCRIPTION This fund was established to account for debt service payment expenditures associated with the long-term financing for the purchase of properties utilized for public parks and the permanent Government Center and the construction of the Government Center. The original debt was issued in 1999 and was refinanced in 2010 and 2011. REVENUE P ROJ ECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 310000/319999 Locally Levied Taxes 320000/329999 Licenses & Permits 330000/339999 Intergovernmental Revenues 340000/349999 Charges for Services 350000/359999 Fines & Forfeitures 360000/369999 Miscellaneous Revenues 380000/389999 Transfer/Debt Proceeds 399900/399999 Fund Balance Total Available 741 308 - - - 1,199,552 1,194,963 1,196,121 1,190,919 1,190,919 - - 308 - - $ 1,200,293 $ 1,195,271 $ 1,196,429 $ 1,190,919 $ 1,190,919 EXPENDITURES OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 1000/2999 Personal Services 3000/3999 Contractual Services 4000/4999 Other Charges & Services 5000/5399 Commodities 5400/5999 Other Operating Expenses Total Operating Expenses 6000/6999 Capital Outlay 7000/7999 Debt Service 9000/9999 Transfers rTotal Expenditures 1,199,552 1,195,972 1,196,429 1,190,919 1,190,919 $ 1,199,552 $ 1,195,972 $ 1,196,429 $ 1,190,919 $ 1,190,919 2-116 CITY OF AVENTURA DEBT SERVICE FUND SERIES 2010 & 2011 FUND 230 2020121 REVENUE PROJECTIONS OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 Miscellaneous Revenues 3611000 Interest Subtotal $ 741 $ 741 308 $ 308 $ $ - Transfer/Debt Proceeds 3811001 Transfer from General Fund 1,199,552 1,194,963 1,196,121 1,190,919 1,190,919 Subtotal 1,199,552 1,194,963 1,196,121 1,190,919 1,190,919 Fund Balance 3999000 Carryover - - 308 - - Subtotal - - 308 - - Total Revenues $ 1,200,293 $ 1,195,271 $ 1,196,429 $ 1,190,919 $ 1,190,919 EXPENDITURES 9001-590 OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018119 2019/20 2020/21 2020/21 DEBT SERVICE Non -Departmental - 9001-590 7130 Principal $ 805,000 $ 830,000 $ 860,000 $ 885,000 $ 885,000 7230 Interest 394,552 365,972 336,429 305,919 305,919 otal Expenditures $ 1,199,552 $ 1,195,972 $ 1,196,429 $ 1,190,919 $ 1,190,919 REVENUE PROJECTION RATIONALE 3811001 Transfer from General Fund — Amount transferred from the General Fund to fund debt service costs. BUDGET JUSTIFICATIONS 7130 Principal — Principal payment due 4/1/2021 on the bank qualified loan which refinanced the construction of the Government Center as well as refund the line of credit which paid the costs of acquiring the Park and Government Center site. 7230 Interest — Interest payments due on the bank qualified loan which will be payable on 4/1/2021 and 10/1/2021. 2-117 CITY OF AVENTURA DEBT SERIES FUND SERIES 2010 & 2011 COMBINED FUND 230 Bank Qualified Loan FBO Refunding Bonds, Series 2010 & 2011 Combined AMORTIZATION SCHEDULE Annual Period Interest Debt Debt Bond Ending Principal Rate Interest Service Service Balance 4/1/2011 $ - 3.42%, 3.64% $ 222,613.20 $ 222,613.20 $ 15,950,000.00 10/1/2011 - 3.42%, 3.64% 278,866.50 278,866.50 $ 501,479.70 4/1/2012 650,000.00 3.42%, 3.64% 278,866.50 928,866.50 15,300,000.00 10/1/2012 - 3.42%, 3.64% 267,509.50 267,509.50 1,196,376.00 4/1/2013 675,000.00 3.42%, 3.64% 267,509.50 942,509.50 14,625,000.00 10/1/2013 - 3.42%, 3.64% 255,714.00 255,714.00 1,198,223.50 4/1/2014 695,000.00 3.42%, 3.64% 255,714.00 950,714.00 13,930,000.00 10/1/2014 - 3.42%, 3.64% 243,565.50 243,565.50 1,194,279.50 4/1/2015 725,000.00 3.42%, 3.64% 243,565.50 968,565.50 13,205,000.00 10/1/2015 - 3.42%, 3.64% 230,887.50 230,887.50 1,199,453.00 4/1/2016 745,000.00 3.42%, 3.64% 230,887.50 975,887.50 12,460,000.00 10/1/2016 - 3.42%, 3.64% 217,862.00 217,862.00 1,193,749.50 4/1/2017 775,000.00 3.42%, 3.64% 217,862.00 992,862.00 11,685,000.00 10/1/2017 - 3.42%, 3.64% 204,312.50 204,312.50 1,197,174.50 4/1/2018 805,000.00 3.42%, 3.64% 204,312.50 1,009,312.50 10,880,000.00 10/1/2018 - 3.42%, 3.64% 190,239.00 190,239.00 1,199,551.50 4/1/2019 830,000.00 3.42%, 3.64% 190,239.00 1,020,239.00 10,050,000.00 10/1/2019 - 3.42%, 3.64% 175,732.50 175,732.50 1,195,971.50 4/1/2020 860,000.00 3.42%, 3.64% 175,732.50 1,035,732.50 9,190,000.00 10/1/2020 - 3.42%, 3.64% 160,696.50 160,696.50 1,196,429.00 4/1/2021 885,000.00 3.42% 3.64% 160,696.50 1,045,696.50 8,305,000.00 10/1/2021 - 3.42% 3.64% 145,222.00 145,222.00 1,190,918.50 4/1/2022 915,000.00 3.42%, 3.64% 145,222.00 1,060,222.00 7,390,000.00 10/1/2022 - 3.42%, 3.64% 129,223.50 129,223.50 1,189,445.50 4/1/2023 950,000.00 3.42%, 3.64% 129,223.50 1,079,223.50 6,440,000.00 10/1/2023 - 3.42%, 3.64% 112,610.00 112,610.00 1,191,833.50 4/ 1 /2024 985, 000.00 3.42%, 3.64% 112, 610.00 1, 097, 610.00 5, 455, 000.00 10/1/2024 - 3.42%, 3.64% 95,387.00 95,387.00 1,192,997.00 4/1/2025 1,020,000.00 3.42%, 3.64% 95,387.00 1,115,387.00 4,435,000.00 10/1/2025 - 3.42%, 3.64% 77,549.00 77,549.00 1,192,936.00 4/1/2026 1,050,000.00 3.42%, 3.64% 77,549.00 1,127,549.00 3,385,000.00 10/1/2026 - 3.42%, 3.64% 59,192.50 59,192.50 1,186,741.50 4/1/2027 1,085,000.00 3.42%, 3.64% 59,192.50 1,144,192.50 2,300,000.00 10/1/2027 - 3.42%, 3.64% 40,221.00 40,221.00 1,184,413.50 4/ 1 /2028 1,130, 000.00 3.42%, 3.64% 40, 221.00 1,170, 221.00 1,170, 000.00 10/1/2028 - 3.42%, 3.64% 20,463.50 20,463.50 1,190,684.50 4/1/2029 1,170,000.00 3.42%, 3.64% 20,463.50 1,190,463.50 1,190,463.50 $ 15,950,000.00 $ 6,033,121.20 $ 21,983,121.20 $ 21,983,121.20 2-118 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 ,�q:5 THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 2-119 CITY OF AVENTURA 2012 (A) LOAN DEBT SERVICE FUND — 250 CATEGORY SUMMARY FISCAL YEAR 2020/21 FUND DESCRIPTION This fund was established to account for debt service payment expenditures associated with the 2002 Loan which was used to acquire property for the Charter School and partially fund the Community Recreation Center. The original debt was issued in 2002 and was refinanced in 2012. REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 310000/319999 Locally Levied Taxes 320000/329999 Licenses & Permits 330000/339999 Intergovernmental Revenues 340000/349999 Charges for Services 350000/359999 Fines & Forfeitures 360000/369999 Miscellaneous Revenues 380000/389999 Transfer/Debt Proceeds 399900/399999 Fund Balance Total Available 5 53 - - - 360,828 359,135 365,073 362,487 362,487 - - 533 - - $ 360,833 $ 359,188 $ 365,606 $ 362,487 $ 362,487 EXPENDITURES OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 1000/2999 Personal Services 3000/3999 Contractual Services 4000/4999 Other Charges & Services 5000/5399 Commodities 5400/5999 Other Operating Expenses Wotal Operating Expenses 6000/6999 Capital Outlay 7000/7999 Debt Service 9000/9999 Transfers Total Expenditures 360,807 366,195 365,606 362,487 362,487 $ 360,807 $ 366,195 $ 365,606 $ 362,487 $ 362,487 2-120 CITY OF AVENTURA DEBT SERVICE FUND SERIES 2012 (A) FUND 250 2020/21 REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 Miscellaneous Revenues 3611000 Interest $ 5 $ 53 $ $ $ Subtotal 5 53 - Transfer/Debt Proceeds 3811001 Transfer from General Fund 360,828 359,135 365,073 362,487 362,487 Wbubto 360,828 359,135 365,073 362,487 362,487 Fund Balance 3999000 Carryover - - 533 - - Subtotal - - 533 - - Total Revenues $ 360,833 $ 359,188 $ 365,606 $ 362,487 $ 362,487 EXPENDITURES 9001-590 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 DEBT SERVICE Non -Departmental - 9001-590 7130 Principal $ 283,560 $ 290,649 $ 297,738 $ 302,464 $ 302,464 7230 Interest 77,247 75,546 67,868 60,023 60,023 otal Expenditures $ 360,807 $ 366,195 $ 365,606 $ 362,487 $ 362,487 REVENUE PROJECTION RATIONALE 3811001 Transfer from General Fund — Amount transferred from the General Fund to fund debt service costs. BUDGET JUSTIFICATIONS 7130 Principal — Principal payment due 8/1/2021 on the bank qualified loan which refinanced the acquisition of the charter school site and the balance of the Community Recreation Center. 7230 Interest — Interest payments due on the bank qualified loan which will be payable on 2/1/2021 and 8/1 /2021. 2-121 CITY OF AVENTURA DEBT SERVICE FUND SERIES 2012 (A) FUND 250 Bank Qualified Loan Refunding Bonds, Series 2012 (A) AMORTIZATION SCHEDULE Annual Period Interest Debt Debt Bond Ending Principal Rate Interest Service Service Balance 2/ 1 /2013 $ - $ 63, 934.14 $ 63, 934.14 $ 4, 671, 651.00 8/ 1 /2013 278, 834.00 2.18% 50, 921.00 329, 755.00 $ 393, 689.14 2/1/2014 - 47,881.71 47,881.71 8/ 1 /2014 300,101.00 2.18% 47, 881.71 347, 982.71 395, 864.42 2/ 1 /2015 - 44, 610.60 44, 610.60 8/ 1 /2015 307,190.00 2.18% 44, 610.60 351, 800.60 396, 411.20 2/ 1 /2016 - 41, 262.23 41, 262.23 8/ 1 /2016 314, 279.00 2.18% 41, 262.23 355, 541.23 396, 803.46 2/ 1 /2017 - 37, 836.59 37, 836.59 8/ 1 /2017 321, 368.00 2.18% 37, 836.59 359, 204.59 397, 041.18 2/ 1 /2018 - 35, 370.48 35, 370.48 8/ 1 /2018 283, 560.00 2.65% 41, 498.93 325, 058.93 360, 429.41 2/ 1 /2019 - 37, 763.09 37, 763.09 8/ 1 /2019 290, 649.00 2.65% 37, 763.09 328, 412.09 366,175.18 2/ 1 /2020 - 33, 933.85 33, 933.85 8/ 1 /2020 297, 738.00 2.65% 33, 933.85 331, 671.85 365, 605.70 4, 392, 817.00 4, 092, 716.00 3, 785, 526.00 3, 471, 247.00 3,149, 879.00 2, 866, 319.00 2, 575, 670.00 2, 277, 932.00 2/ 1 /2021 - 30, 011.22 30, 011.22 8/ 1 /2021 302, 464.00 2.65% 30, 011.22 332, 475.22 362, 486.44 1, 975, 468.00 2/ 1 /2022 - 26, 026.33 26, 026.33 8/ 1 /2022 311, 916.00 2.65% 26, 026.33 337, 942.33 363, 968.66 1, 663, 552.00 2/1/2023 - 21,916.91 21,916.91 8/ 1 /2023 316, 642.00 2.65% 21, 916.91 338, 558.91 360, 475.82 1, 346, 910.00 2/ 1 /2024 - 17, 745.23 17, 745.23 8/ 1 /2024 326, 094.00 2.65% 17, 745.23 343, 839.23 361, 584.46 1, 020, 816.00 2/ 1 /2025 - 13, 449.01 13, 449.01 8/ 1 /2025 333,183.00 2.65% 13, 449.01 346, 632.01 360, 081.02 687, 633.00 2/ 1 /2026 - 9,059.41 9,059.41 8/ 1 /2026 340, 272.00 2.65% 9,059.41 349, 331.41 358, 390.82 347, 361.00 2/ 1 /2027 - 4,576.40 4,576.40 8/ 1 /2027 347, 361.00 2.65% 4,576.40 351, 937.40 356, 513.80 - $ 4, 671, 651.00 $ 923, 869.71 $ 5, 595, 520.71 $ 5, 595, 520.71 2-122 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 2-123 CITY OF AVENTURA 2012 (B) LOAN DEBT SERVICE FUND — 290 CATEGORY SUMMARY FISCAL YEAR 2020/21 FUND DESCRIPTION This fund was established to account for debt service payment expenditures associated with the Florida Intergovernmental Finance Commission Loan which was used to fund the construction and equipment for of the Aventura Charter Elementary School. The original debt was issued in 2002 and was refinanced in 2012. REVENUE PROJECTIONS OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 310000/319999 Locally Levied Taxes 320000/329999 Licenses & Permits 330000/339999 Intergovernmental Revenues 340000/349999 Charges for Services 350000/359999 Fines & Forfeitures 360000/369999 Miscellaneous Revenues 380000/389999 Transfer/Debt Proceeds 399900/399999 Fund Balance FTotaI Available 2,058 5,236 - - - 444,000 444,000 408,794 405,221 405,221 $ 446,058 $ 449,236 $ 408,794 $ 405,221 $ 405,221 EXPENDITURES OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 1000/2999 Personal Services 3000/3999 Contractual Services 4000/4999 Other Charges & Services 5000/5399 Commodities 5400/5999 Other Operating Expenses Total Operating Expenses 6000/6999 Capital Outlay 7000/7999 Debt Service 9000/9999 Transfers Total Expenditures 402,745 409,519 408,794 405,221 405,221 $ 402,745 $ 409,519 $ 408,794 $ 405,221 $ 405,221 2-124 CITY OF AVENTURA DEBT SERVICE FUND SERIES 2012 (B) FUND 290 2020/21 REVENUE PROJECTIONS OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 Miscellaneous Revenues 3611000 Interest $ 2,058 $ 5,236 $ $ $ Subtotal 2,058 5,236 Transfer/Debt Proceeds 3811901 Transfer from Charter School Fund 444,000 444,000 408,794 405,221 405,221 r.ubto 444,000 444,000 408,794 405,221 405,221 Fund Balance 3999000 Carryover - - - - - Subtotal - - - - - Total Revenues $ 446,058 $ 449,236 $ 408,794 $ 405,221 $ 405,221 EXPENDITURES 9001-590 OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 DEBT SERVICE Non -Departmental - 9001-590 7130 Principal $ 316,440 $ 324,351 $ 332,262 $ 337,536 $ 337,536 7230 Interest 86,305 85,168 76,532 67,685 67,685 otal Expenditures $ 402,745 $ 409,519 $ 408,794 $ 405,221 $ 405,221 INELV/Ell ►11,1111,114:2:Tom ME" 1101kiIZ eA1101kiFA4:4 3811901 Transfer from Charter School Fund - Transfer of funds for the lease payment from the Charter School Fund for the elementary school to fund the debt service costs associated with the construction of the school. BUDGET JUSTIFICATIONS 7130 Principal - Principal payment due 8/1/2021 on the bank qualified loan which financed the acquisition of the charter school site and the balance of the Community Recreation Center. 7230 Interest - Interest payments due on the bank qualified loan which will be payable on 2/1/2021 2-125 CITY OF AVENTURA DEBT SERVICE FUND SERIES 2012 (B) FUND 290 Bank Qualified Loan Refunding Bonds, Series 2012 (B) AMORTIZATION SCHEDULE Annual Period Interest Debt Debt Bond Ending Principal Rate Interest Service Service Balance 2/1/2013 $ - $ 71,347.58 $ 71,347.58 $ 5,213,349.00 8/ 1 /2013 311,166.00 2.18% 56, 825.50 367, 991.50 $ 439, 339.08 4,902,183.00 2/1/2014 - 53,433.79 53,433.79 8/ 1 /2014 334, 899.00 2.18% 53, 433.79 388, 332.79 441, 766.58 4, 567, 284.00 2/1/2015 - 49,783.40 49,783.40 8/1/2015 342,810.00 2.18% 49,783.40 392,593.40 442,376.80 4,224,474.00 2/1/2016 - 46,046.77 46,046.77 8/ 1 /2016 350, 721.00 2.18% 46, 046.77 396, 767.77 442, 814.54 3, 873, 753.00 2/ 1 /2017 - 42, 223.91 42, 223.91 8/ 1 /2017 358, 632.00 2.18% 42, 223.91 400, 855.91 443, 079.82 3,515,121.00 2/1/2018 - 39,885.87 39,885.87 8/1/2018 316,440.00 2.65% 46,796.66 363,236.66 403,122.53 3,198,681.00 2/1/2019 - 42,583.91 42,583.91 8/1/2019 324,351.00 2.65% 42,583.91 366,934.91 409,518.82 2,874,330.00 2/1/2020 - 38,265.84 38,265.84 8/1/2020 332,262.00 2.65% 38,265.84 370,527.84 408,793.68 2,542,068.00 2/1/2021 - 33,842.45 33,842.45 8/1/2021 337,536.00 2.65% 33,842.45 371,378.45 405,220.90 2,204,532.00 2/1/2022 - 29,348.85 29,348.85 8/ 1 /2022 348, 084.00 2.65% 29, 348.85 377, 432.85 406, 781.70 1, 856, 448.00 2/1/2023 - 24,714.82 24,714.82 8/ 1 /2023 353, 358.00 2.65% 24, 714.82 378, 072.82 402, 787.64 1, 503, 090.00 2/1/2024 - 20,010.57 20,010.57 8/1/2024 363,906.00 2.65% 20,010.57 383,916.57 403,927.14 1,139,184.00 2/1/2025 - 15,165.91 15,165.91 8/ 1 /2025 371, 817.00 2.65% 15,165.91 386, 982.91 402,148.82 767, 367.00 2/ 1 /2026 - 10, 215.92 10, 215.92 8/1/2026 379,728.00 2.65% 10,215.92 389,943.92 400,159.84 387,639.00 2/1/2027 - 5,160.62 5,160.62 8/1/2027 387,639.00 2.65% 5,160.62 392,799.62 397,960.24 - $ 5,213,349.00 $ 1,036,449.13 $ 6,249,798.13 $ 6,249,798.13 2-126 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 2-127 CITY OF AVENTURA 2018 LOAN DEBT SERVICE FUND — 291 CATEGORY SUMMARY FISCAL YEAR 2020/21 FUND DESCRIPTION This fund was established to account for debt service payment expenditures associated with the partial construction and equipping of the Don Soffer Aventura High School within the City and paying costs of issuance of the bonds. The bank qualified bonds were issued in February of 2018, have a life of 20 years and an interest rate of 3.68%. REVENUE P ROJ ECTIONS OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 310000/319999 Locally Levied Taxes $ $ $ $ $ 320000/329999 Licenses & Permits 330000/339999 Intergovernmental Revenues 340000/349999 Charges for Services 350000/359999 Fines & Forfeitures 360000/369999 Miscellaneous Revenues 380000/389999 Transfer/Debt Proceeds 230,479 495,024 496,100 496,808 496,808 399900/399999 Fund Balance - - - - - Total Available $ 230,479 $ 495,024 $ 496,100 $ 496,808 $ 496,808 EXPENDITURES 1000/2999 Personal Services $ $ $ $ $ 3000/3999 Contractual Services 4000/4999 Other Charges & Services 5000/5399 Commodities 5400/5999 Other Operating Expenses Total Operating Expenses 6000/6999 Capital Outlay - - - - - 7000/7999 Debt Service 230,479 495,024 496,100 496,808 496,808 9000/9999 Transfers - - - - - Total Expenditures $ 230,479 $ 495,024 $ 496,100 $ 496,808 $ 496,808 2-128 CITY OF AVENTURA DEBT SERVICE FUND SERIES 2018 FUND 291 2020/21 REVENUE P ROJ ECTIONS OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 Miscellaneous Revenues 3611000 Interest $ $ $ $ $ Wubtotal - Transfer/Debt Proceeds 3811001 Transfer from General Fund 230,479 495,024 496,100 496,808 496,808 Subto 230,479 495,024 496,100 496,808 496,808 Fund Balance 3999000 Carryover - - - - - Subtotal - - - - - Total Revenues $ 230,479 $ 495,024 $ 496,100 $ 496,808 $ 496,808 EXPENDITURES 9001-590 OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 DEBT SERVICE Non -Departmental - 9001-590 7130 Principal $ 110,000 $ 240,000 $ 250,000 $ 260,000 $ 260,000 7230 Interest 120,479 255,024 246,100 236,808 236,808 Total Expenditures $ 230,479 $ 495,024 $ 496,100 $ 496,808 $ 496,808 REVENUE PROJECTION RATIONALE 3811001 Transfer from General Fund — Amount transferred from the General Fund to fund debt service costs. BUDGET JUSTIFICATIONS 7130 Principal — Principal payment due 8/1/2021 on the bank qualified loan which partially financed the construction and equipping of the DSAHS as well as the associated costs of issuance. 7230 Interest — Interest payments due on the bank qualified loan which will be payable on 2/1/2021 and 8/1 /2021. 2-129 CITY OF AVENTURA DEBT SERVICE FUND SERIES 2018 FUND 291 Bank Qualified Loan Capital Revenue Bonds, Series 2018 AMORTIZATION SCHEDULE Annual Period Interest Debt Debt Bond Ending Principal Rate Interest Service Service Balance 2/15/2018 $ 7,100,000 8/1/2018 $ 110,000 3.68% $ 120,479 $ 230,479 $ 230,479 6,990,000 2/1/2019 120,000 3.68% 128,616 248,616 6,870,000 8/1/2019 120,000 3.68% 126,408 246,408 495,024 6,750,000 2/1/2020 125,000 3.68% 124,200 249,200 6,625,000 8/ 1 /2020 125,000 3.68% 121,900 246,900 496,100 6,500,000 2/1/2021 130,000 3.68% 119,600 249,600 6,370,000 8/1/2021 130,000 3.68% 117,208 247,208 496,808 6,240,000 2/1/2022 130,000 3.68% 114,816 244,816 6,110,000 8/1/2022 140,000 3.68% 112,424 252,424 497,240 5,970,000 2/1/2023 135,000 3.68% 109,848 244,848 5,835,000 8/1/2023 145,000 3.68% 107,364 252,364 497,212 5,690,000 2/1/2024 145,000 3.68% 104,696 249,696 5,545,000 8/1/2024 145,000 3.68% 102,028 247,028 496,724 5,400,000 2/1/2025 150,000 3.68% 99,360 249,360 5,250,000 8/1/2025 150,000 3.68% 96,600 246,600 495,960 5,100,000 2/1/2026 155,000 3.68% 93,840 248,840 4,945,000 8/1/2026 155,000 3.68% 90,988 245,988 494,828 4,790,000 2/1/2027 165,000 3.68% 88,136 253,136 4,625,000 8/1/2027 160,000 3.68% 85,100 245,100 498,236 4,465,000 2/1/2028 165,000 3.68% 82,156 247,156 4,300,000 8/1/2028 170,000 3.68% 79,120 249,120 496,276 4,130,000 2/1/2029 175,000 3.68% 75,992 250,992 3,955,000 8/1/2029 175,000 3.68% 72,772 247,772 498,764 3,780,000 2/1/2030 180,000 3.68% 69,552 249,552 3,600,000 8/1/2030 180,000 3.68% 66,240 246,240 495,792 3,420,000 2/1/2031 185,000 3.68% 62,928 247,928 3,235,000 8/1/2031 190,000 3.68% 59,524 249,524 497,452 3,045,000 2/1 /2032 195,000 3.68% 56,028 251,028 2,850,000 8/1/2032 195,000 3.68% 52,440 247,440 498,468 2,655,000 2/1/2033 205,000 3.68% 48,852 253,852 2,450,000 8/1/2033 200,000 3.68% 45,080 245,080 498,932 2,250,000 2/1/2034 205,000 3.68% 41,400 246,400 2,045,000 8/1/2034 210,000 3.68% 37,628 247,628 494,028 1,835,000 2/1 /2035 220,000 3.68% 33,764 253,764 1,615,000 8/1/2035 215,000 3.68% 29,716 244,716 498,480 1,400,000 2/1 /2036 225,000 3.68% 25,760 250,760 1,175, 000 8/1/2036 225,000 3.68% 21,620 246,620 497,380 950,000 2/1/2037 230,000 3.68% 17,480 247,480 720,000 8/1/2037 235,000 3.68% 13,248 248,248 495,728 485,000 2/1/2038 245,000 3.68% 8,924 253,924 240,000 8/1/2038 240,000 3.68% 4,416 244,416 498,340 - 7,100, 000 3,068,251 10,168, 251 10,168, 251 2-130 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020121 y �D' . CAPITAL PROJECTS FUND 2-131 CITY OF AVENTURA CAPITAL PROJECTS FUND - 392 CATEGORY SUMMARY FISCAL YEAR 2020/21 FUND DESCRIPTION This fund was established to account for impact fees and other revenues specifically earmarked for capital projects restricted by City Ordinance or Commission Policy. REVENUE PROJECTIONS OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017118 2018119 2019/20 2020/21 2020/21 3100001319999 Locally Levied Taxes 3200001329999 Licenses & Permits 3300001339999 Intergovernmental Revenues 3400001349999 Charges for Services 3500001359999 Fines & Forfeitures 3600001369999 Miscellaneous Revenues 3800001389999 Transfer/Debt Proceeds 3999 0 01399999 Fund Balance F-otal Available 476,907 442,263 864,932 864,932 864,932 $ 476,907 $ 442,263 $ 864,932 $ 864,932 $ 864,932 EXPENDITURES OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019120 2020121 2020121 1000/2999 Personal Services 3000/3999 Contractual Services 4000/4999 Other Charges & Services 5000/5399 Commodities 5400/5999 Other Operating Expenses Total Operating Expenses 6000/6999 Capital Outlay 7000/7999 Debt Service 9000/9999 Transfers Total Expenditures 152,629 89,409 864,932 864,932 864,932 232,000 265,000 $ 384,629 $ 354,409 $ 864,932 $ 864,932 $ 864,932 2-132 CITY OF AVENTUM CAPITAL PROJECTS FUND - 392 2020/21 REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020121 Miscellaneous Revenues 3247026 Developer Contributions $ 326,000 $ 326,000 $ $ 3611000 Interest 7,087 18,146 3632200 Police Impact Fees 137,338 97,664 3632700 Recreation Impact Fees 7,482 1,463 wubto 476,907 442,263 Fund Balance 3999000 Carryover - Police 200,142 198,673 198,673 3999000 Carryover - Comm. Svcs. 3,896 6,364 6,364 3999000 Carryover - Pub. Works/Trans. 660,896 660,896 660,896 Subtotal 864,932 864,932 864,932 Total Revenues $ 476,907 $ 442,263 $ 864,932 $ 864,932 $ 864,932 EXPENDITURES 2001/6001 CAPITAL OUTLAY Police - 2001.621 6411 Equipment <$6,000 $ $ 89,409 $ 62,420 $ 82,980 $ 82,980 6999 Capital Reserve 137,722 116,693 116,693 Subtotal 89,409 200,142 198,673 198,673 Community Services - 6001.672 6324 Veterans Park Improvements 162,629 6999 Capital Reserve 3,896 6,364 6,364 Subtotal 162,629 3,896 6,364 6,364 Public Works/Transportation - 6401.641 6999 Capital Reserve 660,896 660,896 660,896 Subtotal 660,896 660,896 660,896 Non Departmental/Transfers (9001.681) 3930 Transfer to H.S. Const. Fund 232,000 266,000 Subtotal 232,000 266,000 Total Expenditures $ 384,629 $ 364,409 $ 864,932 $ 864,932 $ 864,932 2-133 REVENUE PROJECTION RATIONALE 3247025 Developer Contributions — Represents contributions collected from the Aventura Mall as a result of its most recent expansion project that will be utilized to design a traffic flow improvement project to address congestion on Country Club Drive from motorists going east on the William Lehman Causeway. 3632200 Police Impact Fees — Represents fees collected from new development to pay for additional police and capital equipment costs caused by the development's impact on City services and to the community. 3632700 Recreation Impact Fees — Represents fees collected from new development to pay for park improvements caused by the development's impact on City services and to the community. 3999000 Carryover - Police — Represents remaining funds set aside from previously collected Police Impact Fees. 3999000 Carryover - Community Services — Represents remaining funds set aside from the sale of land on Biscayne Boulevard that was previously owned by the City. 3999000 Carryover - Public Works/Transportation — Represents remaining funds set aside to design a traffic flow improvement project to address congestion on Country Club Drive from motorists going east on the William Lehman Causeway. CAPITAL PROJECT DESCRIPTIONS 6411 Equipment <$5,000 — This project consists of purchasing new equipment and replacing inefficient, defective or unusable equipment for the Police Department. Replace Ballistic Vests $ 32,500 UAS Battery Replacement Cart 1,500 Road Mini Patrol Shields 3,000 Replace Handheld Radar Units 4,680 Traffic Cones 3,800 Training Unit DT Equipment 5,500 Traffic Vehicle Mounted Radar 5,000 Tasers 12,000 SWAT Headsets 11,000 Fleet Tools and Equipment 4,000 2-134 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 AVENTURA CHARTER HIGH SCHOOL CONSTRUCTION FUND 2-135 CITY OF AVENTURA AVENTURA CHARTER SCHOOL CONSTRUCTION FUND - 393 CATEGORY SUMMARY FISCAL YEAR 2020/21 FUND DESCRIPTION This fund was established to account for the funding sources and uses related to the construction and equipping of the Don Soffer Aventura High School. REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 310000/319999 Locally Levied Taxes $ $ $ $ $ 320000/329999 Licenses & Permits 330000/339999 Intergovernmental Revenues 340000/349999 Charges for Services 350000/359999 Fines & Forfeitures 360000/369999 Miscellaneous Revenues 13,689,166 1,726,303 797,527 380000/389999 Transfer/Debt Proceeds 399900/399999 Fund Balance Total Available $ 13,689,166 $ 1,726,303 $ 797,527 $ $ EXPENDITURES OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 1000/2999 Personal Services $ $ $ $ $ 3000/3999 Contractual Services 4000/4999 Other Charges & Services 5000/5399 Commodities 5400/5999 Other Operating Expenses Total Operating Expenses - - 6000/6999 Capital Outlay 2,361,765 13,756,177 797,527 7000/7999 Debt Service 9000/9999 Transfers Total Expenditures $ 2,361,765 $ 13,756,177 $ 797,527 $ $ 2-136 CITY OF AVENTURA AVENTURA CHARTER SCHOOL CONSTRUCTION FUND - 393 2020/21 REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017118 2018/19 2019120 2020121 2020121 Miscellaneous Revenues 3842000 Bond Proceeds 3811001 Transfer from General Fund Reserves 3611000 Interest 3661501 Advance from General Fund Naming Rights Donation 3661501 Miscellaneous Contributions 3811001 Transfer from General Fund Intersection Safety Camera Program 3814000 Transfer from Capital Projects Fund Park Impact Fees Subtotal Total Revenues $ 7,100,000 $ $ $ $ 82,166 191,303 75,000 1,270,000 797,527 6,200,000 232,000 265,000 13,689,166 1,726,303 797,527 $ 13,689,166 $ 1,726,303 $ 797,527 $ $ EXPENDITURES 6010/9001 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019120 2020121 2020/21 CAPITAL OUTLAY CONTRACTUAL SERVICES Charter School/Capital Outlay - 6010-561 6208 Facility/Building Construction 2,306,265 13,756,177 797,527 $ $ Subtotal 2,306,265 13,756,177 797,527 COSTS OF ISSUANCE Non -Departmental - 9001-590 3125 Prof. Services - Costs of Issuance $ 55,500 $ $ $ $ Subtotal 55,500 Total Expenditures $ 2,361,765 $ 13,756,177 $ 797,527 $ $ 2-137 REVENUE PROJECTION RATIONALE 3842000 Bond Proceeds — Funding made available through the issuance of the Capital Revenue Bonds, Series 2018 for the partial construction and equipping of the DSAHS and paying the related cost of issuance of the bonds ($7,100,000). 3811001 Transfer from General Fund — The original amount transferred from the General Fund in FY 2017/18 for the partial construction and equipping of the DSAHS. Original Contribution Long-term advance (Naming Rights) $ 6,000,000 2,000,000* *These funds are shown here for illustration purposes only. They were not treated as transfers but rather as "advances" from the General Fund to the Aventura Charter High School Construction Fund, until such time that the Naming Rights funds are collected (i.e., $500,000 in November 2018, 2019, 2020 & 2021) and reimbursed to the General Fund. Transfer (Intersection Safety Camera Program) 200,000 3814000 Transfer from the Capital Projects Fund — Amount transferred ($232,000 in FY 2017/18 and $265,000 in FY 2018/19) from the Capital Projects Fund relating to previously collected Park Impact Fees. BUDGET JUSTIFICATIONS 3125 Prof. Services — Costs of Issuance — Costs associated with the issuance of the Capital Revenue Bonds, Series 2018 (e.g., $55,000 in FY 2017/18 for professional fees for bond counsel, financial advisor and other bank fees). CAPITAL PROJECT DESCRIPTIONS 6208 Facility/Building Construction — This project consists of all costs associated with the construction and equipping of the DSAHS as follows: LIFE TO DATE OBJECT APPROVED BUDGET BUDGET APPROVED CODE BUDGET AMENDMENT AMENDMENT BUDGET NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2019/20 CAPITAL OUTLAY CONTRACTUAL SERVICES Charter School/Capital Outlay - 6010-561 6208 Facility/Building Construction 6208 Direct Purchase by City 6208 Architect 6208 Builders Risk Insurance 6208 FF&E 6208 Technology 6208 Threshold Inspection/Testing 6208 Traffic Engineer 6208 Contingency W Subtotalir COSTS OF ISSUANCE Non -Departmental - 9001-590 3125 Prof. Services - Costs of Issuance Subtotal Total Expenditure 8,400,779 5,295,350 775,000 40,500 370,198 556,000 85,159 35,000 188,514 $ 1,192,166 $ 191,303 $ 9,784,248 5,295,350 775,000 40,500 370,198 556,000 85,159 35,000 188,514 15,476,500 1,192,166 191,303 16,859,969 $ 55,500 $ - $ - $ 55,500 55,500 - - 55,500 $ 15,532,000 $ 1,192,166 $ 191,303 $ 16,915,469 2-138 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q STORMWATER UTILITY FUND 2-139 CITY OF AVENTURA STORMWATER UTILITY FUND - 410 CATEGORY SUMMARY FISCAL YEAR 2020/21 FUND DESCRIPTION This fund is used to account for revenues and expenditures specifically earmarked for the construction and maintenance of the City's stormwater drainage system. REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019120 2020121 2020121 3100001319999 Locally Levied Taxes $ $ $ $ $ 3200001329999 Licenses & Permits 3300001339999 Intergovernmental Revenues 100,000 3400001349999 Charges for Services 1,253,514 1,347,009 1,300,000 1,300,000 1,300,000 3500001359999 Fines & Forfeitures 3600001369999 Miscellaneous Revenues 6,450 6,697 8,000 2,000 2,000 3800001389999 Transfer from Funds 3999001399999 Fund Balance 73,739 38,250 38,250 Total Available $ 1,359,964 $ 1,363,706 $ 1,381,739 $ 1,340,250 $ 1,340,250 EXPENDITURES OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017118 2018119 2019120 2020121 2020121 100012999 Personal Services $ - $ - $ - $ - $ 300013999 Contractual Services 611,197 568,411 640,000 685,000 685,000 400014999 Other Charges & Services 500015399 Commodities 540015999 Other Operating Expenses 355,146 414,234 5,750 5,250 5,250 Total Operating Expenses 966,343 982,645 645,750 690,260 690,250 600016999 Capital Outlay 513,131 152,591 735,989 650,000 650,000 900019999 Transfers Total Expenditures $ 1,479,474 $ 1,136,236 $ 1,381,739 $ 1,340,250 $ 1,340,250 2-140 CITY OF AVENTURA STORMWATER UTILITY FUND 410 2020/21 REVENUE PROJECTIONS OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORYRECAP 2017/18 2018/19 2019120 2020121 2020/21 Intergovernmental Revenues 3343606 FDEP Grant $ 100,000 $ $ $ Subtotal 100,000 Charges for Services 3439110 Stormwater Utility Fees 1,253,514 1,347,009 1,300,000 1,300,000 1,300,000 1,263,614 1,347,009 1,300,000 1,300,000 1,300,000 Miscellaneous Revenues 3611000 Interest 6,450 6,697 8,000 2,000 2,000 Subtotal 6,460 6,697 8,000 2,000 2,000 Fund Balance 3999000 Carryover 73,739 38,250 38,250 Subtotal 73,739 38,250 38,250 Total Revenues $ 1,359,964 $ 1,353,706 $ 1,381,739 $ 1,340,250 $ 1,340,250 CITY OF AVENTURA STORMWATER UTILITY FUND 410 2020121 EXPENDITURES 6401 OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORYRECAP 2017118 2018119 2019120 2020121 2020121 Operating CONTRACTUAL SERVICES Public Works/Transportation - 5401.538 3110 Prof. Services - Engineering $ 118,963 $ 123,370 $ 100,000 $ 145,000 $ 145,000 3450 LandsMaint.- Streets 337,106 325,630 370,000 370,000 370,000 3460 Street Maint.IDrainage 155,128 119,411 170,000 170,000 170,000 Subtotal 611,197 668,411 640,000 685,000 685,000 OTHER OPERATING EXPENSES Public Works/Transportation - 5401.538 5410 Subscriptions & Memberships 1,250 1,250 1,250 5420 Conferences & Seminars 1,415 1,866 3,000 2,500 2,500 5450 Training 902 1,500 1,500 1,500 5915 Depreciation 353,731 411,466 F' Subtotal 355,146 414,234 5,750 5,250 6,260 CAPITAL OUTLAY Public Works/Transportation - 5401.538 6306 Drainage Improvements 211,509 120,083 323,739 650,000 650,000 6309 Seawall Improvements 301,622 32,508 6999 Capital Reserve 412,250 Subtotal 613,131 162,591 735,989 650,000 650,000 Total Expenditures $ 1,479,474 $ 1,136,236 $ 1,381,739 $ 1,340,250 $ 1,340,250 2-141 REVENUE PROJECTION RATIONALE 3439110 Stormwater Utility Fees — A stormwater utility fee is assessed against each developed property within the City for services and facilities provided by the stormwater management system. The rate per equivalent residential unit ("ERU") to be used in calculating stormwater utility fees is as follows: 1. Single-family dwelling units: one (1.0) ERU. 2. Multi -family dwelling units: one (1.0) ERU per dwelling unit. 3. Non-residential developed properties: shall be assigned ERUs on the basis of one (1.0) ERU per 1,548 square feet of impervious area. The following procedures and criteria are to be used to calculate stormwater utility fees: Each single-family dwelling unit, multi -family dwelling unit and non-residential developed property shall be assessed a stormwater utility fee calculated by multiplying the rate for one (1.0) ERU by the number of ERUs provided in sections 1 — 3 above, respectively. The stormwater utility fees, together with investment earnings shall be deposited in the Stormwater Utility Fund and shall be used exclusively for planning, constructing, financing, operating and maintaining the stormwater utility and the infrastructure of the stormwater management system. The City's current Stormwater Utility Fee is $3.50/ERU but will continue to be monitored to see if any adjustments may be necessary in order to sustain the fund's projected future operating and capital expenditures. The budgeted revenue amount is based on 32,250 ERUs at 96%. $1,500,000 $1,250,000 $1,000,000 $750,000 $500,000 $250,000 Stormwater Utility Fees CAPITAL PROJECT DESCRIPTIONS 6306 Drainage Improvements — This project consists of various drainage improvements to address the long-term impacts of the rising sea levels and includes the following. Drainage Improvements — 291" PL to Avent. Blvd. $ 400,000 Curb Installation — Country Club Dr. (various locations) 250,000 2-142 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 e q POLICE OFFDUTY SERVICES FUND 2-143 CITY OF AVENTURA POLICE OFFDUTY SERVICES FUND — 620 CATEGORY SUMMARY FISCAL YEAR 2020/21 FUND DESCRIPTION This Fund was established to account for revenues and expenditures associated with services provided by off duty Police Officers in private customer details to the various businesses and condominium associations. REVENUE PROJECTIONS OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 310000/319999 Locally Levied Taxes 320000/329999 Licenses & Permits 330000/339999 Intergovernmental Revenues 340000/349999 Charges for Services 350000/359999 Fines & Forfeitures 360000/369999 Miscellaneous Revenues 380000/389999 Transfer from Funds 399900/399999 Fund Balance rTotal Available 509,111 676,491 475,000 475,000 475,000 $ 509,111 $ 676,491 $ 475,000 $ 475,000 $ 475,000 EXPENDITURES OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 1000/2999 Personal Services $ 423,363 $ 510,219 $ 475,000 $ 475,000 $ 475,000 3000/3999 Contractual Services - - - - - 4000/4999 Other Charges & Services 5000/5399 Commodities 5400/5999 Other Operating Expenses - - - - - Total Operating Expenses 423,363 510,219 475,000 475,000 475,000 6000/6999 Capital Outlay - - - - - rTotal Expenditures $ 423,363 $ 510,219 $ 475,000 $ 475,000 $ 475,000 2-144 CITY OF "ENTURA POLICE OFFDUTY SERVICES FUND 620 2020/21 REVENUE PROJECTIONS OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 Charges for Services 3421100 Police Detail Billing $ 509,111 $ 676,491 $ 475,000 $ 475,000 $ 475,000 Total Revenues $ 509,111 $ 676,491 $ 475,000 $ 475,000 $ 475,000 EXPENDITURES 2001-521 OBJECT APPROVED CITYMANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2017/18 2018/19 2019/20 2020/21 2020/21 PERSONAL SERVICES Public Safety - 2001-521 1420 Extra Duty Detail Total Expenditures $ 423,363 $ 510,219 $ 475,000 $ 475,000 $ 475,000 $ 423,363 $ 510,219 $ 475,000 $ 475,000 $ 475,000 REVENUE PROJECTION RATIONALE 3421100 Police Detail Billing — Estimated amount of revenue generated by offduty details provided to the City's businesses and condominium associations. 2-145 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 :: Z 61 q THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 2-146 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020121 SUMMARY OF CAPITAL IMPROVEMENT PROGRAM 3-1 CITY OF AVENTURA CAPITAL IMPROVEMENT PROGRAM 2020/21 — 2024/25 FIVE-YEAR HIGHLIGHTS Beautification and Park Facility Improvement Projects (BP) ✓ Founders Park and Waterways Park Improvements totaling $1,609,500 and $383,250, respectively to maintain and enhance these facilities. Transportation Improvement Projects (TI) ✓ Road Resurfacing projects totaling $2,067,000 to resurface asphalt and enhance safety on Yacht Club Way (2131" Street), Aventura Boulevard, NE 34t" Avenue, NE 281" Avenue, NE 188t" Street, NE 183rd Street, NE 31st Street and Country Club Drive. ✓ Transportation System Improvements totaling $530,000 to enhance solar lit crosswalks on Country Club Drive and to provide new crosswalk solar lighting at various locations. ✓ Circulator System Improvements totaling $181,000 to add two (2) new bus shelters (183rd Street near Veterans Park and 291" Place near the new Publix) and to retrofit existing bus shelters with solar lighting. Drainage Improvement Projects (DI) ✓ Stormwater Drainage Improvements totaling $2,825,000 to address the long-term impacts of the rising sea levels including the following: • Drainage Improvements at 291" Place to Aventura Boulevard; and • Country Club Drive curb installations and infrastructure replacement at various locations Public Building and Facility Improvement Projects (PBF) ✓ Building Repairs and Other Improvements totaling $465,000 at Aventura City of Excellence School ("ACES") to: • Renovate Middle School restrooms ($70,000) • Replace classroom furniture ($50,000) • Make hard top area improvements (shade canopy- $125,000); and to • Replace playground surfacing and equipment ($220,000) ✓ Government Center Improvements totaling $253,500 primarily to: • Replace the AV equipment ($125,000) and carpeting in the Commission Chambers ($55,000); and to • Upgrade hallway lighting ($38,000) at the Government Center ✓ HVAC Replacements at the Government Center and at ACES, ($15,000 and $212,000, respectively). 3-2 Information Technology Improvement Projects (IT) ✓ Continues the implementation of technology improvements and management information systems to enhance the productivity and efficiency of City operations. ✓ $200,000 to continue the initial installation of the computers, laptops, servers and network infrastructure at the DSAHS. Capital Equipment Purchase and Replacement Projects (CE) ✓ Provides the necessary equipment to continue to provide high quality and effective police services. ✓ Ensures that the tools of production, vehicles and equipment are available for City operations. ✓ Continues the installation and placement of classroom furniture related to the opening of the DSAHS. THE REST OF THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 3-3 Purpose of the Capital Improvement Program The purpose of the CIP is to establish a long-term plan of proposed capital expenditures, the means and methods of financing and a schedule of priorities for implementation. In order to determine the impact on the City's operating budget, debt service and the general trend of future expenditures, the City Commission will be provided with the advantage of a CIP document as a point of reference and estimated long-term budgetary plan. In accordance with the State's Growth Management Act, the City is required to undergo this process in order to meet the needs of its Comprehensive Plan. The CIP is an official statement of public policy regarding long-range capital development within the City. A capital improvement is defined as a capital expenditure of $5,000 or more, resulting in the acquisition, improvement or addition to fixed assets in the form of land, buildings or improvements, more or less permanent in character and durable equipment with a life expectancy of more than one (1) year. In addition, equipment that has a value less than $5,000 is also included in this document for budgetary purposes. The CIP lists proposed capital projects to be undertaken, the year in which they will be started, the amount expected to be expended in each year and the method of financing these projects. Based on the CIP, a department's capital outlay portion of the annual Operating Budget will be formulated for that particular year. The CIP document also communicates the City's capital priorities and project implementing plan to its citizens, businesses and interested parties. The five-year CIP is updated annually to add new projects in the fifth (51") year, to re-evaluate the program and project priorities in light of unanticipated needs and to revise recommendations to take account of new requirements and new sources of funding. Capital Improvement programming thus becomes an integral part of the City's budgeting and management procedures. The annual capital programming process provides the following benefits 1. The CIP is a tool for implementing the City's Comprehensive Plan. 2. The CIP process provides a mechanism for coordinating projects with respect to function, location and timing. 3. The yearly evaluation of project priorities ensures that the most crucial projects are developed first. 4. The CIP process facilitates long-range financial planning by matching estimated revenue against capital needs, establishing capital expenditures and identifying the need for municipal borrowing and indebtedness within a sound long-range fiscal framework. 5. The impact of capital projects on the City's operating budget can be projected. 6. The CIP serves as a source of information about the City's development and capital expenditures plan for the public, City operating departments and the City Commission. Legal Authority A capital programming process to support the comprehensive plan is required by the Local Government Comprehensive Planning and Land Development Regulations, incorporated as Chapter 163, Florida Statues. 3-4 Development of the Capital Improvement Program The City's capital programming process began in January when operating departments were required to prepare requests for all proposed capital projects anticipated during the period of 2020/21 — 2024/25. A CIP Preparation Manual and related forms were distributed to all departments for this purpose. In February, departmental prioritized project requests were submitted to the City Manager's Office for a comprehensive review. Department Directors were asked to justify projects in terms of benefits derived, necessity to health, safety and welfare of the City, enhancement to City plans and policies, the needs of the residents and funding. Projects were prioritized on the basis of Urgency, Necessity, Desirability and Deferability. The City Manager reviewed departmental requests and he and the Assistant City Manager — Finance and Administration conducted individual meetings with the Department Directors. The departmental requests were prioritized by the City Manager and the five-year schedule of projects was compiled into document form by the Assistant City Manager — Finance and Administration. The methods of financing and revenue sources were then prepared by the Assistant City Manager — Finance and Administration and City Manager and were incorporated into the CIP document. At this point, the proposed CIP is submitted to the City Commission and the public for their review. In order to facilitate public involvement, a workshop and a public hearing will be held to review the CIP document prior to the adoption of a Resolution approving the CIP in principle. Capital Improvement Program Policies • Annually, the City will prepare a five-year CIP analyzing all anticipated capital expenditures and identifying associated funding sources. Future capital expenditures necessitated by changes in population, development, growth, redevelopment or changes in economic base will be calculated and included in the Capital update process. • The City will perform all capital improvements in accordance with an adopted CIP. • The classification of items as capital or operating will be determined by two criteria — cost and frequency. Generally, a capital project has a "useful life" of more than one (1) year and a value of $5,000 or more. In addition, equipment that has a value of $5,000 or less is also included in the document for budgetary purposes. • The City will coordinate development of the capital improvement budget with the development of the operating budget. Future operating costs associated with new capital improvements will be projected and included in the operating forecasts. • The first year of the five-year capital improvement program will be used as the basis for formal fiscal year appropriations during the annual budget process. • The City will maintain all of its assets at a level adequate to protect the City's capital investment and to minimize future maintenance and replacement costs. • The City will identify the estimated cost of capital projects and prepare a funding projection that considers revenues and operating costs to be included in the CIP document that is submitted to the City Commission for approval. • The City will determine the most appropriate financing method for all new projects. • If appropriate, the City will attempt to maintain a mixed policy of pay-as-you-go and borrowing against future revenues for financing capital projects. • The City will maintain ongoing maintenance schedules relating to transportation, sidewalk and drainage system improvements. • The City will address and prioritize infrastructure needs on the basis of protecting the health, safety and welfare of the community. • A CIP preparation calendar shall be established and adhered to. • Capital projects will conform to the City's Comprehensive Plan. 3-5 • Long-term borrowing will not be used to fund current operations or normal maintenance. • The City will strive to maintain an unreserved/undesignated General Fund Fund Balance at a level not less than 10% of the annual General Fund revenue. • If new project appropriation needs are identified for a specific capital project(s) at an interim period during the fiscal year, the funding sources will be identified and a budget amendment will be utilized to provide the formal budgetary authority. Preparing the Capital Budget The most important year of the schedule of projects is the first year. It is called the Capital Budget and is adopted separately from the five-year program as part of the annual budget review process. Based on the CIP, each department's capital outlay portion will be formulated for that particular year. Each year the CIP will be revised and another year will be added to complete the cycle. The CIP preparation thus becomes a continuing part of the City's budget and management process. The Capital Budget is distinct from the Operating Budget. The Capital Budget authorizes capital expenditures, while the Operating Budget authorizes the expenditure of funds for employee salaries, supplies and materials. Through the City's amendment process, changes can be made to the adopted Capital Budget during the fiscal year. A request for amendment is generated by an operating department based on an urgent need for a new capital project or for additional funding for a previously approved project. The request is reviewed by the Assistant City Manager — Finance and Administration and City Manager and, if approved by the City Manager, a budget amendment is presented to the City Commission. Locating a Specific Capital Project The CIP is divided into six (6) program areas as follows: 1. Beautification and Park Facility Improvement Projects (BP) 2. Transportation Improvement Projects (TI) 3. Drainage Improvement Projects (DI) 4. Public Building and Facility Improvement Projects (PBF) 5. Information Technology Improvement Projects (IT) 6. Capital Equipment Purchase and Replacement Projects (CE) Each project in the CIP has a unique project number. This project number appears at the beginning of the individual project descriptions and the Summary by Year tables. The first digit refers to the functional category number assigned by the City Manager and the final digits outline the individual department requesting the project. For example, project BP1-CS is Beautification and Park Facility Improvement Projects number one (1) requested by the Community Services Department. WT Summary of Recommended Projects The proposed 2020/21 — 2024/25 CIP includes 39 projects in six (6) functional categories with a total value of $18,122,535. The following represents the percentage of total funding that each functional category has been allocated: 1. Beautification and Park Facility Improvement Projects (13%) 2. Transportation System Improvement Projects (16%) 3. Drainage System Improvement Projects (16%) 4. Public Building and Facility Improvement Projects (7%) 5. Information Technology Improvement Projects (25%) 6. Capital Equipment Purchase and Replacement Projects (23%) Summary of Major Programs by Year The following table presents a summarized breakdown of the costs of the various projects recommended for funding categorized by major function for each of the five (5) years covered by the CIP' TABLE1 CAPITAL IMPROVEMENT PROGRAM SUMMARY OF MAJOR PROGRAMS BY YEAR PROJECTS SCHEDULED FOR 2020/21 - 2024/25 PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROGRAM 2020121 2021/22 2022/23 2023/24 2024/25 TOTAL Beautification & Park Facility Improvement Projects $ 134,800 $ 148,450 $ 505,500 $ 896,350 $ 727,350 $ 2,412,450 Transportation System Improvement Projects 604,500 551,500 546,500 449,500 668,500 2,820,500 Drainage System Improvement Projects 650,000 375,000 625,000 575,000 600,000 2,825,000 Public Building & Facility Improvement Projects 151,000 461,000 407,000 226,900 67,000 1,312,900 Information Technology Improvement Projects 769,125 1,091,000 1,031,750 899,625 714,625 4,506,125 Capital Equipment Purchase& Replacement Project 962,360 1,068,200 735,900 706,100 773,000 4,245,560 Tot M $ 3,271,785 $ 3,695,150 $ 3,851,650 $ 3,753,475 $ 3,550,475 $ 18,122,535 Capital Improvement Program 2020/21 - 2024/25 Summary of Major Programs by Function ■ Beautification/ Park Facility ■TransportSys tem ■ Drainage System ■ Public Bldg & Facility ■ Information Technology ■ Capital Equipment Purch/Replace 3-7 Summary of Proposed Appropriations by Funding Source The following table reflects the distribution of all proposed projects to the funding source or mechanism, which is appropriate for funding the projects for each of the five (5) years of the program. TABLE 2 CAPITAL IMPROVEMENT PROGRAM SUMMARY BY PROPOSED APPROPRIATIONS BY FUNDING SOURCE PROJECTS SCHEDULED FOR 2020/21 - 2024/25 PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED FUNDINGSOURCE 2020/21 2021/22 2022/23 2023124 2024125 TOTAL General Fund -001 $ 1,421,555 $ 1,897,125 $ 2,072,525 $ 2,178,225 $ 1,900,225 $ 9,469,655 Transportation and Street Maintenance Fund - 120 604,500 551,500 546,500 449,500 668,500 2,820,500 Charter School Fund - 190 262,750 610,125 607,625 400,750 256,750 2,138,000 Charter High School Fund - 191 250,000 187,500 - 150,000 125,000 712,500 Capital Projects Fund - 392 82,980 73,900 - - - 156,880 Stormwater Utility Fund - 410 650,000 375,000 625,000 575,000 600,000 2,825,000 Totals $ 3,271,785 $ 3,695,150 $ 3,851,650 $ 3,753,475 $ 3,550,475 $ 18,122,535 The proposed funding plan involves a commitment to "pay-as-you-go" annual appropriations established in yearly budgets and does not include additional long-term debt. Capital Improvement Program 2020/21 - 2024/25 Summary of Proposed Appropriations by Funding Source 4% ■ General Fund ■ Charter HS Fund ■ Transport & Street Mai nt.Fund Charter School Fund ■ Capital Projects Fund Stormwater Utility Fund KN Summary of Projects by Location and Year The following table outlines the major Beautification and Park Facility and Transportation Improvement Projects by location and the year in which they are proposed to be funded: TABLE 3 CAPITAL IMPROVEMENT PROGRAM 2020/21 - 2024/25 SUMMARY OF PROJECTS BY LOCATION AND YEAR Beautification and Park Facility Transportation Improvement Improvement Location Projects Projects Beautification and Park Facility Improvement Projects Founders Park Improvements 2021/22 - 2024/25 N/A Waterways Park Improvements 2021/22 - 2024/25 N/A Waterways Dog Park Improvements 2021/22 -2024/25 N/A Veterans Park Improvements 2021/22 - 2024/25 N/A Peace Park Improvements 2020/21 - 2021/22 and 2024/25 N/A Citywide Beautification Improvements 2020/21 -2024/25 N/A Road Resurfacing Program Yacht Club Way (213t" Street) N/A 2020/21 Aventura Boulevard N/A 2021/22 NE 34t" Avenue N/A 2021/22 NE 28t" Avenue N/A 2022/23 NE 188t" Street N/A 2022/23 NE 183rd Street N/A 2023/24 NE 315t Street N/A 2023/24 Country Club Drive N/A 2024/25 Transportation System Improvements Enhance Solar Lit Crosswalks on CCD N/A 2020/21 New Crosswalk Solar Lighting Locations N/A 2021/22 - 2024/25 Circulator System Improvements New Bus Shelters N/A 2020/21 Retrofit Bus Shelters with Solar Lighting N/A 2020/21 Bike Share Station Program Replace Bicycles N/A 2020/21-2024/25 3-9 Summary of Financing Plan Model Detailed funding plans for individual funds of the City are enclosed herein in the following sections. The following represents an overview of the major points of the recommended funding plan: 1. Utilize "pay-as-you-go" financing through annual appropriations to fund the five year amount of $18,122,535. 2. Adjusts ad valorem tax revenues based on projected conservative growth in assessments. GENERAL FUND RECAP OF PROJECTED AVAILABLE RESOURCES AND OPERATING EXPENDITURES FOR GENERAL GOVERNMENT SERVICES SUMMARY BY YEAR ADOPTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED DEPARTMENT 2019/20 2020/21 2021/22 2022/23 2023/24 2024/25 Total Proj. Avail. Resources Proj. Operating Exp. Proj. Debt Svice./Trans. (Exclude HS) Subtotal Balance after Operating Exp. & Debt Svice./Trans. Less CIP Appropriations for: Beautification/ Park Facility Public Bldg & Facility Information Technology Capital Equipment Purch/Replace Charter HS Operating Cost Subsidy Amount added to CIP Reserve $ 39,861,858 $ 40,093,439 $ 40,583,405 $ 41,236,730 $ 42,204,977 $ 43,230,936 35, 657,119 35, 859, 870 36, 014,120 36, 647, 086 37, 699, 917 38, 940, 694 2,501,035 2,300,214 2,300,655 2,299,522 2,301,306 2,298,978 38,158,154 38,160, 084 38, 314, 775 38, 946, 608 40, 001, 223 41, 239, 672 $ 1,703,704 $ 1,933,355 $ 2,268,630 $ 2,290,122 $ 2,203,754 $ 1,991,264 221,300 134,800 148,450 505,500 896,350 727,350 273,000 116,000 195,000 156,000 146,900 22,000 356,875 541,375 746,875 675,125 428,875 377,875 495,100 629,380 806,800 735,900 706,100 773,000 1,346,275 1,421,555 1,897,125 2,072,525 2,178,225 1,900,225 176,492 487,870 350,000 200,000 $ 180,937 $ 23,930 $ 21,505 $ 17,597 $ 25,529 $ 91,039 Charter HS Debt Svice. $ (496,100) $ $ $ $ $ Total Amount Needed from General Fund - High School $ (496,100) $ $ $ $ $ Impact of Capital Projects on Operating Budget In the five-year CIP there are no projects including the Don Soffer Aventura High School Project that will have a significant impact on the City's current General Fund operating budget. The majority of the projects are considered maintenance of infrastructure or equipment replacement and/or purchase. The second operational year of the DSAHS is scheduled to begin on July 1, 2020 and the full impact of such operations has yet to be determined. 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N j W 04 C N a' W a ' LL m w Z J a o a J LU m Z ] U p N Z LL X J O HO 0) O o U z U (n :) LL it W a U U W OR a it a U O O O O O O Ln N_ V N (» O ' O O O O O O O O O) O O Ln N M Lf) 0) r- L N N O O O O O O O O O O O (D O) O O Ln Ln N M I-� O) (O r- Ln N V N N N 64 64 � III in W U U Q 05 O n > O a E � E > O E �i U E w o E -o � .O m a E c N Q 0 Q 0) Z) E U E E E 0 U > O ~ o o o 0- m U _ LL LL LL LL LL m m m m m TABLE IT-1 PROPOSED INFORMATION TECHNOLOGY IMPROVEMENT PROJECTS SCHEDULED FOR 2020/21 - 2024/25 SUMMARY BY YEAR PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED CIP# PROJECT CATEGORY DEPT.# 2020121 2021/22 2022123 2023/24 2024/25 TOTAL ITI Police Computers Systems<$5000 PD $ 94,375 $ 278,875 $ 161,875 $ 169,875 $ 112,375 $ 817,375 IT2 Central Computer System>$5000 IT 175,000 160,000 230,000 140,000 180,000 885,000 IT3 Radios PD 42,000 70,000 30,000 80,000 30,000 252,000 IT4 ComputerEquipmenb$5000 ACES 114,000 121,000 131,000 100,000 90,000 556,000 IT5 Computer Equipment<$5000 ACES 113,750 223,125 225,625 220,750 121,750 905,000 IT6 Computer Equipment<$5000 DSAHS 200,000 200,000 200,000 150,000 125,000 875,000 IT7 Computer Equipment<$5000 IT 6,000 6,000 6,000 6,000 6,000 30,000 IT8 Computer Equipment<$5000 F 2,000 3,000 3,000 3,000 5,000 16,000 IT9 Computer Equipment<$5000 CM - 2,000 2,000 3,000 - 7,000 IT10 Computer Equipment<$5000 PW/T 2,000 2,000 6,000 5,000 2,000 17,000 IT11 Computer Equipment<$5000 CS 6,500 11,500 13,000 4,500 8,000 43,500 IT12 Computer Equipment<$5000 CD 5,500 6,500 15,250 12,500 30,500 70,250 IT13 Computer Equipment<$5000 AACC 7,000 5,000 5,000 4,000 2,000 23,000 IT14 Computer Equipment<$5000 CC 1,000 2,000 3,000 1,000 2,000 9,000 Totals $ 769,125 $ 1,091,000 $ 1,031,750 $ 899,625 $ 714,625 $ 4,506,125 TABLE IT-2 PROPOSED INFORMATION TECHNOLOGY IMPROVEMENT PROJECTS SCHEDULED FOR 2020/21 - 2024/25 FUNDING PLAN BY PROJECT CATEGORY AND SOURCE CHARTER GENERAL SCHOOL DSAHS CIP # PROJ ECT CATEGORY DEPT. # TOTAL FUND - 001 FUND -190 FUND - 191 ITI Police Computers Systems<$5000 PD $ 817,375 $ 817,375 $ $ IT2 Central Computer System>$5000 IT 885,000 885,000 IT3 Radios PD 252,000 252,000 IT4 Computer Equipment>$5000 ACES 556,000 - 556,000 IT5 Computer Equipment<$5000 ACES 905,000 - 905,000 - IT6 Computer Equipment<$5000 DSAHS 875,000 600,000 - 275,000 IT7 Computer Equipment<$5000 IT 30,000 30,000 - IT8 Computer Equipment<$5000 F 16,000 16,000 IT9 Computer Equipment<$5000 CM 7,000 7,000 IT10 Computer Equipment<$5000 PW/T 17,000 17,000 IT11 Computer Equipment<$5000 CS 43,500 43,500 IT12 Computer Equipment<$5000 CD 70,250 70,250 IT13 Computer Equipment<$5000 AACC 23,000 23,000 IT14 Computer Equipment<$5000 CC 9,000 9,000 - - $ 4,506,125 $ 2,770,125 $ 1,461,000 $ 275,000 3-15 w U w J m F- O O O O O O O O O O 00 00 O O O O O O O N N In r O O O O I� M M r M 00 I: O I- M I- M o0 O 00 m O I- N V N M (» Q w O O O ' O O O O w O O O O O O O F O O M O O N In U N m m In O 00 N w O O m N M W N m � N V 2 IL O v 0 0 0' 0 0 0 0 w N O O O O O O O F (y O V N In O O O WN In to (O O (O N O (O O In to MOD ON M a (» 0 M O O O O ' O O O N O O F O M 13 O N In O WN N 0V (O d) O V M In MO ON V 0 w a v N O N (A N W N O O O O O O O O C F L G In N O In In 04 N m ' "T In r M M N In N - O Q a LL o w J M (A CO p w w N O 00 00 O O O O O = F O LQ c G O C C C c U W N r r N O V O (O V CO O N N M O N 00 In N In N a 6% 0 0 0 0 0 0 0 O I III O O O O O O O O C C C C C C C C 0) 0) 0) 0) 0) 0) 0) 0) E E E E E E E E 0, os os os os os os os os E a a a a a a a a d os os os os os os os os d d d d d d d d 0) t t t t t t t t w N 2 2 2 2 2 F � F 3 U d d d d d d d d d H w E E E E E E E E 0 t 3 3 3 3 3 3 3 3 F a> w w w w w w w w a w w w w w w w w w V U U U U U U U U U J La d N LU N 0 N z Q � W N W N = o U N O a LL Z o z w W J a o W � U W W J H a Q U 0 W W O Q F CA F U M d W a o U a LL J � O W 0 LL Q F 0 w Q U F U w OR IL O 00 00 M LO (n O W M V O O O ' O O O O O 00 O O O O O O N V I� O G G I� (O (O M 00 I� I� M 00 O 00 d) N m (A O O O O O O O O O 00 00 0 0 0 0 0 O N N In rl-� O G G I� M M I- M 00 I: I� M I- M o0 O 00 (3 r- N V N M O O O O O O O OI III O O O O O O O O C C C C C C C C 0) 0) 0) 0) 0) 0) 0) 0) E E E E E E E E 0, os os os os os os os os E a a a a a a a a a s= s= s= s= s= s= s= s= d m m m m m m m m 0 t t t t t t t t C 3 3 3 3 3 3 3 3 3 C C C C C C C C d E E E E E E E E t 7 7 7 7 7 7 7 7 F 0) i5 i5 i5 i5 i5 i5 i5 i5 > w w w w w w w w W W W W W W W W W U U U U U U U U U co CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 :: Z 61 q THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 3-17 CITY OF AVENTURA CAPITAL OUTLAY 2020/21 - 2024/25 IMPACT OF CAPITAL PROJECTS ON OPERATING BUDGET SCHEDULE ESTIMATED OBJECT COMMISSION USEFULE ANNUAL OPERATING BUDGET IMPACT CODE APPROVAL PROJECT LIFE NO. CATEGORY RECAP 2020/21 DESCRIPTION (YEARS) 2020/21 2021/22 2022/23 2023/24 2024/25 001-80XX City Clerk - 8008-519 6402 Computer Equipment <$5,000 $ 1,000 (1) 4 $ $ $ $ $ Finance - 8010-513 6402 Computer Equipment <$5,000 2,000 (1) 4 Information Technology. - 8012-513 6401 Computer Equipment>$5,000 175,000 (1) 4 6402 Computer Equipment <$5,000 6,000 (1) 4 Police - 8020-521 6402 Computer Equipment <$5,000 94,375 (1) 4 6407 Radio Purchase & Replace. 42,000 (1) 5 6410 Equipment>$5,000 207,480 (1) 5 6414 Police Dept Office Improvements 95,000 (1) 5 6450 Vehicles 327,500 (1) 5 Community Development - 8040-524 6402 Computer Equipment <$5,000 5,500 (1) 4 Community Services - 8050-539/572 6402 Computer Equipment <$5,000 6,500 (1) 4 6410 Equipment>$5,000 14,000 (1) 5 6411 Equipment <$5,000 6,000 (1) 5 6205 Community Center Improvements 6,000 (1) 10 6327 Peace Park Improvements 125,000 (1) 10 Public Works/Transportation - 8054-539/541 6420 HVAC Replacements 15,000 (1) 10 6301 Beautification Projects 9,800 (1) 5 6402 Computer Equipment <$5,000 2,000 (1) 4 6410 Equipment>$5,000 50,000 (1) 5 Charter School - 8069-569 6402 Computer Equipment <$5,000 200,000 (1) 4 Arts & Cultural Center - 8070-575 6402 Computer Equipment <$5,000 7,000 (1) 6410 Equipment>$5,000 24,400 (1) Non -Departmental - 8090-590 6999 Capital Reserve 14,772,304 N/A Total Capital $ 16,193,859 (1) - No significant impact on operating budget anticipated. 4 5 N/A N/A N/A N/A N/A N/A CON CITY OF AVENTURA CAPITAL OUTLAY 2020/21 - 2024/25 IMPACT OF CAPITAL PROJECTS ON OPERATING BUDGET SCHEDULE ESTIMATED OBJECT COMMISSION USEFULE ANNUAL OPERATING BUDGET IMPACT CODE APPROVAL PROJECT LIFE NO. CATEGORY RECAP 2020121 DESCRIPTION (YEARS) 2020/21 2021/22 2022/23 2023/24 2024/25 TRANSPORTATION AND STREET MAINTENANCE FUND - 120 Public Works/Transportation - 6401.641 6304 Circulator System Improv. - Bus Shel $ 181,000 (1) 10 $ $ $ $ $ 6306 Road Resurfacing 326,000 (1) 10 6308 Citywide Bicycle Sharing 8,600 (1) 10 6341 Transportation System Improv. 90,000 (1) 10 6999 Capital Reserve 430,442 WA WA N/A WA N/A WA N/A Total Capital $ 1,034,942 $ $ $ $ $ CAPITAL PROJECTS FUND - 392 Police - 2001.621 6411 Equipment>$5,000 $ 82,980 (1) 5 $ $ $ $ $ 6999 Capital Reserve 116,693 WA WA N/A N/A N/A WA N/A Community Services - 6001.672 6999 Capital Reserve 6,364 WA N/A N/A N/A N/A N/A N/A Public Works/Transportation - 5401.541 6999 Capital Reserve 660,895 WA N/A N/A N/A N/A N/A N/A Total Capital $ 864,932 $ $ $ $ $ STORMWATER UTILITY FUND - 410 Public Works/Transportation - 5401-538 6306 Drainage Improvements $ 650,000 (1) 10 $ $ $ $ $ Total Capital $ 660,000 $ $ $ $ $ (1) No significant impact on operating budget anticipated. 3-19 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 :: Z 61 q THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 3-20 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2020/21 APPENDIX A GLOSSARY OF ACRONYMS AND TERMS A-1 Account A term used to identify an individual asset, liability, expenditure control, revenue control, encumbrance control or fund balance. Accounting Principles Board ("APB") Assessed Valuation A valuation set upon real estate or other property by the County Property Appraiser and the State as a basis for levying ad valorem taxes. Assets Accounting Research Bulletins ("ARBs") Cash, receivables or capital assets listed within the balance sheet. Accounting System The total structure of records and procedures which discover, record, classify, summarize and report information on the financial position and results of operations of the City or any of its funds, fund types, balanced account groups or organizational components. Accrual Basis of Accounting A method of accounting where revenues are recorded when service is given and expenses are recognized when the benefit is received. Actuary A person that makes determinations of required contributions to achieve future funding levels that addresses risk and time. Ad Valorem Taxes Taxes levied on all real and certain personal property, tangible and intangible, according to the property's assessed valuation. Adopted Budget The initially proposed budget as formally approved by the City Commission. Amended Budget The adopted budget as formally adjusted by the City Commission. Amortization The reduction of debt through regular payments of principal and interest sufficient to retire the debt instrument at a predetermined date known as maturity. Appropriation An authorization granted by the City Commission to make expenditures and to incur obligations for specific purposes. An appropriation is limited in amount to the time it may be expended. Arts & Cultural Center ("AACC") Aventura City of Excellence School ("ACES") Balance Sheet Basic financial statement that describes the basis of accounting used in its preparation and presentation of a specified date in the City's assets, liabilities and the remaining fund balance or fund equity. Balanced Budget A budget in which current funds or revenues equal planned expenditures. Basis of Accounting Basis of Accounting refers to the time period when revenues and expenditures are recognized in the accounts and reported on the financial statements. Basis of accounting relates to the timing of the measurements made, regardless of the measurement focus applied. Basis of Budgeting The Basis of Budgeting refers to the method used to determine when revenues and expenditures are recognized for budgetary purposes. Budgets for governmental funds are adopted on a basis that is consistent with Generally Accepted Accounting Principles ("GAAP") which require recognition of transactions or events on a modified accrual basis of accounting. This basis of accounting recognizes increases and decreases in financial resources only to the extent that they reflect near -term inflows or outflows of cash. Basis Point Equal to 1/100 of 1%. If interest rates rise from 7.50% to 7.75%, the difference is referred to as an increase of 25 basis points. Bond A written promise, generally under seal, to pay a specified sum of money, called the face value, at a fixed time in the future, called the date of maturity and carrying interest at a A-2 fixed rate, usually payable periodically. Note: The difference between a note and a bond is that the latter usually runs for a longer period of time and requires greater legal formality. Bond Covenants A legally enforceable promise made to the bondholders from the issuer, generally in relation to the funding source utilized for repayment. Bonded Debt That portion of indebtedness represented by outstanding bonds. Budget A financial operating plan that embodies an estimate of proposed expenditures for a given period (usually a single fiscal year) and the proposed means of financing them. Budget Calendar A schedule of key dates that the City utilizes to prepare, adopt and administer the budget. Budget Message A general discussion of the proposed budget as presented in writing by the City Manager to the City Commission. Budgetary Control The control or management of the City in accordance with the approved budget for the purpose of keeping expenditures within the limitations of available appropriations and available revenues. Represents the level of control at which expenditures may not exceed budget. Any revisions that alter the total expenditures of a department must be approved by the City Commission. Capital Improvement Program ("CIP") A plan for capital expenditures to be incurred each year over a five-year period to meet capital needs arising from the long-term work program or otherwise. It sets forth each project or other contemplated expenditure in which the City is to have a part and specifies the full resources estimated to be available to finance the projected expenditures. Capital Outlays Non -recurring expenditures of an infrequent or unusual nature which may result in the acquisition/addition to the City's fixed capital assets or infrastructure. Capital Projects Fund A fund established to account for impact fees and other revenues specifically earmarked for capital projects restricted by City Ordinance or Commission Policy. Carryover An existing fund balance that is projected to be available for use in the City's annual budgeted expenditures. Centers for Disease Control and Prevention ("CDC") Chart of Accounts The classification system used by the City to organize the accounting for various funds. Charter Schools USA, Inc. ("CSUSA") Commercial Paper An unsecured promissory note that is issued for a specific amount, maturing on a specific day. Normally, the maximum maturity is 270 days, but the most common length is 30 days. Commission of Accreditation for Law Enforcement Agencies ("CALEA") Community Rating System ("CRS") Capital Budget A plan of proposed capital outlays and the means of financing them for the current fiscal period. Capital Construction Fund A fund established to account for bond proceeds and expenditures associated with the purchase of properties and/or constructions costs to be utilized for public parks, Arts & Cultural Center, the Government Center and Police Station and the Don Soffer Aventura High School. Community Recreation Center ("CRC") Comprehensive Annual Financial Report ("CAFR") This official annual report presents the status of the City's finances in a standardized format. The CAFR is organized by fund and contains two (2) basic types of information: a balance sheet that compares assets with liabilities and fund balance and an operating statement that compares revenues and expenditures. A-3 Contingency An appropriation of funds available to cover unforeseen events that occur during the fiscal year. These funds, if not used, lapse at year- end. Note: This is not the same as fund balance. Coronavirus Disease 2019 ("COVID-19") Current Assets Assets that one can reasonably expect to convert into cash, sell or be consumed through operations within one (1) year. Current Liabilities Obligation whose liquidation is expected to require the use of existing resources classified as current assets or the creation of other current liabilities. Debt Service The payment of principal and interest on borrowed funds such as bonds. Debt Service Fund A fund established to finance and account for the accumulation of resources for and the payment of, general long-term debt principal and interest. Note: This fund is also referred to as a "Sinking Fund". Debt Service Requirements The amounts of revenue which must be provided for a debt service fund so that all principal and interest payments can be made in full and on schedule. Defeasance A provision that voids a bond when the borrower puts cash in escrow via a refunding bond issuance sufficient to service the borrower's debt. When a bond issue is defeased, the borrower sets aside cash to pay off the bonds, therefore the outstanding debt and cash offset each other on the balance sheet and are removed from the financial statements. Depreciation The decrease in the value of physical assets due to their use and the passage of time. Don Soffer Aventura High School ("DSAHS") Encumbrances Obligations in the form of purchase orders, contracts or salary commitments which are chargeable to an appropriation and for which a part of the appropriation is reserved. They cease to be encumbrances when paid or when the actual liability is set up. Equivalent Residential Unit ("ERU") Expenditures For accrual basis accounts, this term designates total charges incurred, whether paid or unpaid, including expenses, provision for debt service and capital outlays. For cash basis accounts, the term covers only actual disbursements for these purposes. Note: Encumbrances are not considered expenditures. Expenses Charges incurred, whether paid or unpaid, for operation, maintenance and interest and other charges which are presumed to benefit the current fiscal period. Financial Accounting Standards Board ("FASB") Fiscal Period Any period at the end of which a governmental unit determines its financial condition and the results of its operations and closes its books. Note: It is usually a year, though not necessarily a calendar year. Fiscal Year ("FY") Any period of 12 consecutive months to which the annual budget applies and at the end of which the City determines its financial position and results of operations. The City's fiscal year begins October 1st and ends September 30t". Fixed Assets Land, buildings, machinery, furniture, or other equipment that have a useful life of more than one (1) year that cost more than $5,000. Florida Department of Transportation ("FDOT") Florida Power & Light Company ("FPL") Franchise Fee Charges to service providers for exclusive/non-exclusive rights to operate within municipal boundaries. Examples include electric, gas, sanitation and towing. Full -Time Equivalent Position A part-time position converted to the decimal equivalent of a full-time position based on 2,080 hours/year. Fund An independent fiscal and accounting entity with a self -balancing set of accounts recording cash and/or other resources, together with all related liabilities, obligations, reserves and equities which are segregated for the purpose of carrying on specific activities or attaining certain objectives in accordance with special regulations, restrictions or limitations. Fund Accounts All accounts necessary to set forth the financial operations and financial condition of a fund. Fund Balance The excess of a fund's assets over its liabilities and reserves. The City follows GASB Statement No. 54, Fund Balance Reporting and Governmental Fund Type Definitions which requires that governmental fund financial statements present fund balances based on classifications that comprise a hierarchy that is based primarily on the extent to which the City is bound to honor constraints on the specific purposes for which amounts in the respective governmental funds can be spent. The classifications used in the governmental fund financial statements are as follows: Nonspendable: This classification includes amounts that cannot be spent because they are either (a) not in spendable form or (b) are legally or contractually required to be maintained intact. "Not in spendable form" includes items that are not expected to be converted to cash (such as inventories and prepaid amounts) and items such as long- term amount of loans and notes receivable, as well as property acquired for resale. The corpus (or principal) of a permanent fund is an example of an amount that is legally or contractually required to be maintained intact. Restricted: This classification includes amounts for which constraints have been placed on the use of the resources either (a) externally imposed by creditors (such as through a debt covenant), grantors, contributors, or laws or regulations of other governments, or (b) imposed by law through constitutional provisions or enabling legislation. Committed: This classification includes amounts that can be used only for the specific purposes determined by a formal action of the City Commission that can, by adoption of an ordinance prior to the end of the fiscal year, commit fund balance. Once adopted, the limitation imposed by the ordinance remains in place until a similar action is taken (the adoption of another ordinance) to remove or revise the limitation. Resources accumulated pursuant to stabilization arrangements are reported in this category. Assigned: This classification includes amounts that are constrained by the City's intent to be used for a specific purpose but are neither restricted nor committed. The City Commission has by resolution authorized the City Manager to assign fund balance. The City Commission may also assign fund balance as it does when appropriating fund balance to cover a gap between estimated revenue and appropriations in the subsequent year's budget. Unlike commitments, assignments generally can only exist temporarily. In other words, an additional action does not normally have to be taken for the removal of an assignment. Conversely, as discussed above, an additional action is essential to either remove or revise a commitment. Unassigned: This classification includes the residual fund balance for the General Fund. This classification represents fund balance that has not been assigned to other funds and that has not been restricted, committed, or assigned to specific purposes within the General Fund. Unassigned fund balance may also include negative balances for any governmental fund if expenditures exceed amounts restricted, committed or assigned for those specific purposes. General Fund The fund that is available for any legal authorized purpose and which is therefore used to account for all revenues and all activities except those required to be accounted for in another fund. Note: The General Fund is used to finance the City's ordinary operations. A-5 Generally Accepted Accounting Principles ("GAAP") Geographic Information System ("GIS") Goal A statement of broad direction, purpose or intent based on the needs of the community. A goal is general and timeless; that is, it is not concerned with a specific achievement in a given period. Government Finance Officers Association ("G FOA") Governmental Accounting Standards Board ("GASB") Grant A contribution by one (1) governmental unit to another. The contribution is usually made to aid in the support of a specified function (e.g., education), but is sometimes also made for general purposes. Heating, Ventilation and Air Conditioning ("HVAC") Income This term is used in accounting for governmental enterprises and represents the excess of the revenues earned over the expenses incurred in carrying on particular phases of an enterprise's activities. As indicated elsewhere, the excess of the total revenues over the total expenses of the utility for a particular accounting period is called "net income". Infrastructure Public domain fixed assets including roads, bridges, curbs, gutters, sidewalks, drainage systems, lighting systems and other items that have value only to the City. Interest Income Revenue generated through the investment of fund balances. Interfund Transfers Administrative fees charged to other City funds for the provision of administration and other City services. Intergovernmental Revenue Revenue received from or through the Federal, State or County government, including State Revenue Sharing, Alcoholic Beverage Tax, Sales Tax and Gasoline Taxes. Inventory A detailed list showing quantities, descriptions, property values, units of measure and unit prices. Note: The term is often confined to consumable supplies but may also cover fixed assets. Liabilities Debts or obligations owed by one (1) entity to another entity payable in money, goods or services. Mill A taxation unit equal to $1 of tax obligation for every $1,000 of assessed property value. Millage The total tax obligation per $1,000 of assessed property value. Mission Statement The statement that identifies the particular purpose and function of a department. National Pollutant Discharge Elimination System ("NPDES") Net Position Excess of the City's assets and deferred outflows over its liabilities. Non -Departmental Activities, revenues and expenditures that are not assigned to a department. Objective Something to be accomplished in specific, well-defined and measurable terms and that is achievable within a specific time frame. Operating Budget A budget for general revenues and expenditures such as salaries, utilities and supplies. Ordinance A formal legislative enactment by the City Commission. Pay -as -You -Go Financing A method of paying for capital projects that relies on current tax and grant revenues rather than on debt. Performance Budget A budget wherein expenditures are based primarily upon measurable performance of activities and work programs. Performance Workload Indicators Data collected to determine how effective and/or efficient a program is in achieving its objectives. Police Education Fund A special revenue fund used to account for revenues pursuant to Florida Statute 943.25 which allows municipalities to collect two dollars ($2.00) from each traffic citation for the purpose of criminal justice education and training for police officers. Police Offduty Services Fund A special revenue fund used to account for revenues and expenditures associated with services provided by off -duty police officers in private customer details to the various businesses and condominium associations. Property Tax A tax levied on the assessed value of real and personal property. This tax is also known as ad valorem tax. Proprietary Fund Enterprise and internal service funds that are similar to corporate funds, in that they are related to assets, liabilities, equities, revenues, expenses and transfers determined by business or quasi -business activities. Note: The Stormwater Utility Fund is an example of this type of fund. Reserves The City's current year budgeted funds that are not planned to be expended. These reserves may "carryover" into the available fund balance of subsequent years. Resolution A legislative act by the City Commission with less legal formality than an ordinance. Revenues Increases in governmental fund type net current assets from other than expenditure refunds and residual equity transfers. Rolled -Back Rate The operating millage rate required to raise the same ad valorem tax revenues as were levied in a prior year, exclusive of new construction, additions to structures, deletions and property added (e.g., annexations). Sales Tax Tax imposed on the purchase of goods and services. Special Revenue Fund A fund used to account for the proceeds of specific revenue sources that are legally restricted to expenditure for specified purposes. Stormwater Utility Fund This fund is used to account for revenues and expenditures specifically earmarked for the construction and maintenance of the City's stormwater drainage system. Taxable Value The assessed value less homestead and other exemptions, if applicable. Taxes Compulsory charges levied by a government for the purpose of financing services performed for the common benefit. This term does not include specific charges made against particular persons or property for current or permanent benefits such as special assessments. Transportation and Street Maintenance Fund A special revenue fund to account for restricted revenues and expenditures which by Florida Statutes are designated for street maintenance and construction costs. Trust and Agency Funds These funds are used to account for assets held by the City in a trustee capacity or as an agent for individuals, private organizations, other governments and/or other funds. A-7 Truth in Millage ("TRIM") The Florida Truth in Millage Act ("TRIM") serves to formalize the property tax levying process by requiring a specific method of tax rate calculation form of notice, public hearing requirements and advertisement specifications prior to the adoption of a budget tax rate. The effect of TRIM is to inform taxpayers that their property taxes are changing (up or down), the cause (a change in the assessed value of their property and/or an increase in the proposed spending level) and how the proposed new tax rate compares to the rate that would generate the same property tax dollars as the current year (the "rolled -back" rate). Unencumbered The portion of an allotment not yet expended or encumbered. Useful Life The period of time that a fixed asset is expected to operate. This can refer to a budgeted period of time for an equipment class or the actual amount of time for a particular item. User Charges or Fees The payment of a fee for direct receipt of public service by the party benefiting from the service. Utility Service Tax Taxes levied on consumer consumption of utility services provided in the City. The tax is levied as a percentage of gross receipts. 911 Fund This fund is used to account for revenues and expenditures specifically earmarked for the City's emergency 911 system in accordance with Florida Statutes 365.172. The funds may be used to provide emergency dispatch systems, training, communication, maintenance and repairs and related capital outlay purchases. The fund offsets a portion of the emergency 911 operations. 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