Loading...
Ordinance No. 2022-07 Adopting Aventura City of Excellence School Budget 2022-2023 - June 14, 2022 CITY OF AVENTURA ORDINANCE NO. 2022-07 AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ADOPTING THE ATTACHED CHARTER SCHOOL OPERATING AND CAPITAL BUDGET FOR THE AVENTURA CITY OF EXCELLENCE SCHOOL FOR FISCAL YEAR 2022/2023 (JULY 1 —JUNE 30), 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 ENCUMBRANCES; 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 2022/2023 Operating and Capital Improvement Program Budget for the Aventura City of Excellence School, 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. 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. 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 Budget establishes a limitation on expenditures by department total. Said limitation requires that the total sum allocated to the Charter School 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. City of Aventura Ordinance No. 2022-07 Section 4. Personnel Authorization. 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 so long as sufficient budgeted funds are available. 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 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 Charter School Fund Budget for the City of Aventura, if the City Manager determines that the Department Total will exceed its original appropriation, the City Manager is hereby authorized and directed to prepare such Ordinances as may be necessary and proper to modify any line item from the Budget hereby. Section 7. Encumbrances. All outstanding encumbrances on June 30, 2022 shall lapse at that time; and all capital outlay encumbrances and/or capital outlay expenditures not spent during the fiscal year may be re-appropriated in the 2022/2023 fiscal year. Section 8. 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 2 of 4 City of Aventura Ordinance No. 2022-07 remain in effect, it being the legislative intent that this Ordinance shall stand notwithstanding the invalidity of any part. Section 9. Effective Date. This Ordinance shall be effective immediately upon adoption on second reading. The foregoing Ordinance was offered by Commissioner Dr. Marks, who moved its adoption on first reading. This motion was seconded by Commissioner Joel, and upon being put to a vote, the vote was as follows: Commissioner Billy Joel Yes Commissioner Rachel S. Friedland Absent Commissioner Dr. Linda Marks Yes Commissioner Marc Narotsky Yes Commissioner Robert Shelley Yes Vice Mayor Denise Landman Absent Mayor Enid Weisman Yes The foregoing Ordinance was offered by Commissioner Narotsky, who moved its adoption on second reading. This motion was seconded by Vice Mayor Landman, and upon being put to a vote, the vote was as follows: Commissioner Billy Joel Yes Commissioner Rachel S. Friedland Yes Commissioner Dr. Linda Marks Yes Commissioner Marc Narotsky Yes Commissioner Robert Shelley Yes Vice Mayor Denise Landman Yes Mayor Enid Weisman Yes Page 3 of 4 City of Aventura Ordinance No. 2022-07 PASSED on first reading this 19t" day of May, 2022. PASSED AND ADOPTED on second reading this 14t" day of June, 2022. ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVA MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: 1 CITY ATTORNEY Page 4 of 4 r i Am- - i ii f a � • .,is- 3 City of Aventura l Aventura City of Excellence School Fx(fry,FyA„oo� Cl r, Charter School Budget FISCAL_ YEAR 2022/A6*wi,,i.... CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND BUDGET FISCAL YEAR 2022/2023 --tow ES IF S Board of Directors Mayor Enid Weisman Vice Mayor Denise Landman Commissioner Rachel S. Friedland Commissioner Billy Joel Commissioner Dr. Linda Marks Commissioner Marc Narotsky Commissioner Robert Shelley City Manager Ronald J. Wasson Principal Anthony Tyrkala Assistant Principals Jorge Paz Stacy Mogull Administrative and Educational Services Provided by: Charter Schools USA IN fX ILLENCECSCKfl THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND BUDGET FISCAL YEAR 2022/2023 Table of Contents City Manager's Budget Message..............................................................................................................i-x Comparative Personnel Allocation Summary............................................................................................viii Full-Time Staff Comparison Chart..............................................................................................................ix Organization Chart/Vision Statement.......................................................................................................xi INTRODUCTION ...................................................................................................................................... 1 Organization and Operations............................................................................................................2 Budget Process and Procedures.................................................................................................... 3-5 FinancialPolicies........................................................................................................................... 5-6 Philosophy and Essential Elements................................................................................................ 6-7 Curriculum .................................................................................................................................... 7-9 Performance Criteria Matrix.............................................................................................................. 9 Budget Preparation Calendar.......................................................................................................... 10 DEPARTMENT DESCRIPTION &SUMMARY OF FUND ....................................................................11-12 REVENUE PROJECTION &RATIONALE...........................................................................................13-16 BUDGETARY ACCOUNT SUMMARY BY EXPENDITURE FUNCTION...............................................17-27 K-3 Basic 5101............................................................................................................................... 18 4-8 Basic 5102............................................................................................................................... 19 Exceptional Student Program 5250................................................................................................. 20 Substitute Teachers 5901 ............................................................................................................... 21 Instructional Media Services 6200................................................................................................... 22 School Administration 7300 ............................................................................................................ 23 PupilTransit Services 7800 ............................................................................................................ 24 Operationof Plant 7900.................................................................................................................. 25 Child Care Supervision 9102........................................................................................................... 26 CapitalOutlay 7400........................................................................................................................ 27 AdoptingOrdinance............................................................................................................................29-33 11 FX FLLENCECSCK ' THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK • ,s P City ®f a : ,. Aventura. vGovernment Center ACES 19200 West Country Club Drive Cultivating Community Aventura, Florida 33180 Office of the City Manager May 11, 2022 The Honorable Mayor and City Commission Aventura City of Excellence School Board of Directors City of Aventura Aventura, Florida 33180 RE: 2022/2023 Charter School Fund Budget Message Members of the City Commission: In accordance with Article IV, Section 4.05 of the City of Aventura (the"City") Charter, I hereby submit the proposed Budget for the Charter School Fund for the fiscal year beginning July 1, 2022, for your review and consideration. This budget document represents the Aventura City of Excellence School's (the "School") 20t" year of operations. Our goal in the development and preparation of a realistic balanced budget was to provide the funding levels that are necessary to maintain quality educational services for its students. Budget Format/Transparency The format of the budget is in accordance with guidelines adopted by the State and School Board of Miami-Dade County, Florida and utilizes the school system's account codes as well. The proposed budget was prepared with input from the School's administrative staff and Charter Schools USA ("CSUSA"). Budget Implications Resulting from the Coronavirus ("COVID-19") Pandemic At the time this budget was prepared and for the last two years, COVID-19 has caused major disruption in international and U.S. economies and markets. Due to the fear of further spread of the virus, many of our societal norms have been altered due to quarantines, the cancellation of events and the overall reduction in business and economic activity. As we have seen, the impacts and responses to COVID-19 on a global, national, state and local level continue to evolve. With the rollout of the COVID-19 vaccine in FY 2021, things are slowly returning to normal and we can see the light at the end of the tunnel. Since the pandemic's full financial impact is unknown at this time, the Administration has prepared a i conservative budget by holding most operating revenues and expenditures relatively flat and increasing teacher compensation where needed. As the distribution of the COVID-19 vaccine continues and with the infusion of various Federal funding programs (i.e., CARES, GEER and ESSER), School operations will continue to stabilize and completely return to a "traditional" environment in the coming year. In the past, the School has continually demonstrated that it can operate as a high performing school that provides quality educational services for its students, within the school-based revenues. We have also been fortunate to have had a very involved parent base that participates in fund-raising activities for school improvements. The 2022/2023 operating budget has increased over the prior year by $1,097,430 or 10.4%, primarily due to the items which have been highlighted below: 1. At the time this document was prepared, the Florida Legislative Session approved a 4.36% increase for Miami-Dade County. The Administration projected revenue totals of $8,111,374 and is based on a 4.36% increase for an average of $7,860/student. This amount is calculated with data from the most recent FTE invoice with enrollment of 1,032 students. 2. Increases to teacher compensation resulting from a combination of the following: a. Normal salary increases consistent with the previously adopted performance pay plan. b. In lieu of the Miami-Dade County Referendum, $196,275 worth of additional stipends will again be provided to the teachers from the School's available Carryover. c. Fourteen (14) new positions funded by the Elementary and Secondary School Emergency Relief ("ESSER") Fund through the Coronavirus Aid Relief and Economic Security ("CARES")Act. Grant revenue of$767,378 will fund personnel costs for the 14 positions. 3. Increases to capital outlay for the replacement of laptops, tablets, an AC unit and phone system upgrade. These costs total $311,500 and will also be funded by the ESSER grant. 4. In addition, the budget provides funding for lease payments to the City to satisfy long- term financing costs related to the construction of the elementary school wing. 5. Build on a Foundation of Innovation — A one-to-one computing environment is being expanded to now include all students in grades Kindergarten through Eighth Grade. Students have the opportunity to collaborate through authentic integration of online creation tools, with a focus on embedded technology enhancing access to rigorous content and future-ready learning opportunities. Through these means students acquire 21s' century skills that are essential for success in the growing global society. Students' access to a continually enhanced wireless infrastructure ensures reliable and efficient availability to instructional resources. ii Summary of All Budgetary Funds The total proposed budget for 2022/2023, including all operating and capital outlay, is $11,656,029 and is broken down into the following categories: • Personnel Services — $8,113,209 or 69.6% • Operating Expenditures — $2,592,320 or 22.2% • Other Uses — $500,000 or 4.3% (primarily consisting of an $50,000 Contingency and $444,000 in lease payments to the Debt Service Fund to cover school construction- related debt payments. • Capital Outlay — $450,500 or 3.9%. The School has received and will receive additional Federal Funding as the Federal government continues to respond to the COVID-19 pandemic. The School will utilize such funds to further our investment in technology and other programs that are intended to enhance the students' total learning experience and social well-being. Other Uses Capital Outlay 4.3% 3.9% Operating Expenditures 22.2% Personnel Services 69.6% The following chart shows a comparison of the department's budgets for the past two (2) fiscal years. As previously indicated, total Revenues and Expenditures increased over the prior year by $1,097,430 or 10.4%, respectively. iii Charter School Budget Category Summary Increase 2021/22 2022/23 (Decrease) % Change State Shared Revenues $ 8,779,250 $ 10,236,374 $ 1,457,124 16.6% Charges for Services 520,000 346,000 (174,000) -33.5% Miscellaneous Income 579,000 579,000 - 0.0% Other Non-Revenues 680,349 494,655 (185,694) -27.3% $ 10,558,599 $ 11,656,029 $ 1,097,430 10.4% Expenditures K-3 Basic 5101 $ 2,795,679 $ 3,016,263 $ 220,584 7.9% 4-8 Basic 5102 3,487,527 3,811,537 324,010 9.3% Exceptional Student Program 5250 289,400 385,404 96,004 33.2% Substitute Teachers 5901 146,887 267,288 120,401 82.0% Instructional Media Services 6200 113,734 113,230 (504) -0.4% School Administration 7300 1,142,713 1,257,616 114,903 10.1% Pupil Transit Services 7800 217,757 279,842 62,085 28.5% Operation of Plant 7900 2,046,402 2,038,349 (8,053) -0.4% Child Care Supervision 9102 150,000 36,000 (114,000) -76.0% Capital Outlay 7400 168,500 450,500 282,000 167.4% Total Expenditures $ 10,558,599 $ 11,656,029 $ 1,097,430 10.4% Charter School Fund This fund is used to account for revenues and expenditures specifically earmarked for the City's Charter School (i.e., operating and capital revenues and expenditures). Charter School Fund Budget Revenues State Shared Revenues 87.8% Charges for Services 3.0% Miscellaneous Income 5.0% �I Other Non-Revenues 4.2% Iv Charter School Fund Budget Expenditures Substitute Teachers Exceptional Student 5901 Instructional Media Program 5250 2.3% Services 6200 3.3% School Administration 7300 10.8% 4-8 Basic 5102 32.7% Operation of Plant Pupil Transit 7900 Services 7800 17.5% 2.4% K-3 Basic 5101 25.9% 4 r Child Care Supervision 9102 0.3% Capital Outlay 7400 3.9% During the past year a great deal of time and effort was expended on professional development and curriculum alignment based on Florida's B.E.S.T. Standards, Science of Reading, and Social Emotional Learning. A strong focus has been placed on increasing parental involvement, student accountability, and data-driven instructional decisions in all grades and core subjects. ACES continues to maintain an emotionally responsive discipline model by incorporating mindfulness, focusing on learning gains and student growth at all levels while addressing learning loss related to disruptions caused by COVID-19, and identifying and working with at-risk students who make up our bottom 25% and special populations. In the coming year, we will maintain and expand all of the present academic programs with a continued emphasis on professional development and implementation related to the Florida B.E.S.T. Standards while implementing and integrating Cambridge curriculum. Given the uncertainty around the new progress monitoring assessment system, we will focus heavily on diagnostic testing, standard-aligned spiraled instruction and intervention in math and reading to develop and implement personalized learning for each student. New technology skills and resources will be leveraged to meet student academic and social-emotional needs. ACES students will thrive as we navigate through these unprecedented challenges. The School will enrich each child's learning and social-emotional needs through the following: • Whole Child Approach — Emphasis will be placed on the "whole child" to ensure that academic rigor coexists with social responsibility. • Character Education — Continue to implement the School's Cloud-9 (K-5) and Second Step (6-8) programs along with our school-wide initiative to be designated as v a No Place for Hate school. We will continue to encourage students, families and communities to work together as "upstanders". • Mindfulness — Students will have opportunities to learn strategies to self-regulate, improve decision making, and reduce stress and anxiety through mindfulness exercises. • Challenging Curriculum — Offer high school level courses in the areas of Math, Science and Foreign Language. • Curriculum Alignment — Increase academic rigor through the vertical alignment of the school's reading, writing and math programs kindergarten through eighth grade while collaborating with Don Soffer Aventura High School to increase vertical alignment. • Differentiation of Instruction— Provide specialized programs for at-risk learners, on- level learners and gifted students. • Technology Rich Environment — A combination of mobile learning labs, interactive technology, personal computing devices and virtual learning platforms, create a dynamic educational environment. The school community is an energized, vibrant hub of learning where problem solving and innovation are fostered. Imbedded professional development is central to ensuring staff are empowered with the knowledge and impetus to drive innovative instructional programming. • Extended School Day Programs/Activities — Offer a variety of opportunities including Before Care and After Care, Sports Study, several Dance programs, French Classes, Chess Club, Science Tutorial, Writing Tutorial, Reading and Math Computerized Program, Typing Program, Robotics, Mind Lab, Math Matters, Manner Academy, Art Enrichment and Saturday Academy. • Sponsored Clubs— Green Team, Model United Nations Club, Robotics Club, Coding Club and gender specific Mentoring Clubs. • Field Trips — Experience hands-on content, living history, ecological studies, guest authors and a variety of culturally rich opportunities through a combination of on and off campus field trips. • School-Wide Events — Organize various events such as Career Day, Red Ribbon Week, Arbor Day, Peace Day and Field Day. • Career Awareness and Entrepreneurship — Register all eighth-grade students in a comprehensive course that will allow them to begin career planning. • STEAM (Science, Technology, Engineering, Art and Math) Initiative — Supporting the development and implementation of grade level specific projects focused on student creation, problem solving and interdisciplinary study. • Competitive Athletics — Compete at the middle school level in the International Athletic League. The School fields a boys and girls team for both basketball and soccer. Offerings also include a competitive flag football and volleyball teams as well as a Cheerleading Squad. • Intramural Athletics—Afford students at the middle school level opportunities to play intramural basketball and volleyball. • Family Events — Make available various events that include Meet and Greet, Open House, Kindergarten Kickoff, Student of the Month, Book Fair Family Night, Winter Showcase, Graduation Ceremonies, Talent Showcase and Quarterly Principal's Honor Roll Breakfasts. • Parent Education — Execute FSA ELA, math, writing and FCAT science nights that present parents with information related to state standards and accountability testing. vi Monthly parent workshops related to social, emotional and physical wellbeing of children and families. Monthly "Coffee Connections" showcasing the School's initiatives and accomplishments. An increased number of evening and virtual events will be held to accommodate working parents. • Transportation — Four (4) school buses are currently utilized to provide school bus service to approximately 370 students who live more than two (2) miles and no further than three and (3.5) miles from the School. • Safe School Campus—The City provides a full-time certified police officer who serves as a School Resource Officer. This individual provides instruction to students related to making strong life choices and is viewed as a role model. Security measures have been and continue to be reviewed and enhanced to ensure the safety of students and faculty. Expenditures The estimated 2022/2023 proposed budgeted expenditures contained within this budget total $11,656,029 and are balanced with the projected revenues. Personnel Services Personnel Services are budgeted at $8,113,209 or 69.6% of the budget and includes 14 new positions. All 14 positions will be funded by the Elementary and Secondary School Emergency Relief (ESSER) grant. Teacher compensation has been increased to reflect the performance pay plan instituted four (4) years ago in accordance with Florida Statute 1012.22, rewarding teachers who are rated developing, effective and highly effective. In addition, teacher compensation includes additional stipends that have been previously described. The total number of employees increased to 119 (108 full-time and 11 part-time). Included in the full-time positions are 97 instructional staff members and the School Nurse. The Principal, two (2) Assistant Principals and Trades Worker II are employees of the City while all other employees are under contract with CSUSA. vii Charter School Fund Comparative Personnel Allocation Summary 2 -Year Presentation 2021/22 2022/23 Function/Job Class Full-Time Part-Time Total Full-Time Part-Time Total K-3 Basic 5101 Teacher 31.00 31.00 31.00 31.00 Other Certified Instruction Assistant Principal 1.00 1.00 1.00 1.00 ESE Teacher 1.00 1.00 1.00 1.00 Instructional Counselor 1.00 - 1.00 1.00 - 1.00 Teacher Assistant - 7.00 7.00 - 7.00 7.00 Administrative Assistant 1.00 - 1.00 1.00 - 1.00 Subtotal 35.00 7.00 42.00 35.00 7.00 42.00 4-8 Basic 5102 Teacher 44.00 - 44.00 44.00 - 44.00 Other Certified Instruction Assistant Principal 1.00 1.00 1.00 1.00 Math Coach 1.00 - 1.00 1.00 - 1.00 Comm Spec/Instructional Asst. - 1.00 1.00 - 1.00 1.00 Subtotal 46.00 1.00 47.00 46.00 1.00 47.00 Exceptional Student Program 5250 Teacher 2.00 - 2.00 2.00 - 2.00 Other Certified Instruction Dean of Student Services 1.00 1.00 1.00 1.00 Subtotal 3.00 3.00 3.00 3.00 Substitute Teachers 5901 Pool Sub 1.00 1.00 1.00 1.00 Instructional Media Services 6200 Media Specialist 1.00 - 1.00 1.00 - 1.00 Media Assistant - 1.00 1.00 - 1.00 1.00 Subtotal 1.00 1.00 2.00 1.00 1.00 2.00 School Administration 7300 Principal 1.00 - 1.00 1.00 - 1.00 Dean 1.00 1.00 1.00 1.00 Other Support Personnel Receptionist 2.00 2.00 2.00 2.00 Administrative Secretary 1.00 1.00 1.00 1.00 Registrar/Compliance/ESE Support 1.00 1.00 1.00 1.00 Business Manager 1.00 1.00 1.00 1.00 Netw ork/Computer Tech 1.00 1.00 1.00 1.00 School Nurse 1.00 1.00 1.00 1.00 Subtotal 9.00 9.00 9.00 9.00 Operation of Plant 7900 Other Support Personnel Trades Worker II 1.00 1.00 1.00 1.00 Subtotal 1.00 1.00 1.00 - 1.00 Grant Funded positions (ESSR) Teachers/Administration Support - - - 12.00 2.00 14.00 Total 96.00 9.00 105.00 108.00 11.00 119.00 VIII Full-Time Staff Comparison 110 108 105 100 96 96 9 95 93 94 94 90 85 2016/17 2017/18 2018/19 2019120 2020/21 2021/22 2022/23 Operating Expenditures The operating expenditures total $2,592,320, representing 22.2% of the proposed budget. This is $42,215 less than the prior year and includes the following major items: • Other materials and supplies - $133,500 • Textbooks - $163,000 • Building maintenance contract - $223,658 • After School Programs - $100,000 • Field Trips and School Events - $162,000 • Transportation services contract - $279,842 • CSUSA planning/management fee - $306,000 • MDCPS administrative fee - $158,100 • Food services - $280,000 • Electricity - $130,000 • Repairs and maintenance - $103,500 Other Uses Other Uses budgeted expenditures total $500,000 (4.3% of the proposed budget) and primarily consist of an $50,000 Contingency and $444,000 in lease payments to the Debt Service Fund to cover school construction-related debt payments. Capital Outlay A total of $450,500 (3.9% of the proposed budget) has been budgeted to provide for technology enhancements that include the replacement of staff laptops, student tablets, a phone system upgrade, middle school boys restroom renovation and replacement of an HVAC unit. ix Summary Even during these very difficult and challenging economic times, due to the City Commission's commitment, continued interest and support in planning and conducting the School's financial operations in a responsible and progressive manner, I am able and pleased to submit this detailed budget document. The budget and its related funding levels representing the City's continued commitment to providing a school of excellence for our community under any circumstances. The 2022/2023 proposed budget contains funding levels to address the following key objectives: • Increases in teacher compensation designed to attract and retain highly-qualified teachers. • Hiring and retaining administrators and teachers who are well prepared for creating life-long learners in their students as well as acting as role models in their own quest for knowledge on the latest "best practices" in educational research to enhance their teaching abilities. • Putting into place a strong accountability system that will hold everyone at the School responsible for maximizing learning opportunities. • Creating a school climate that enables students and teachers to feel they are cared for, respected and contributing members of the School. • Maintain a low staff-pupil ratio in order to enhance the development of the individual strengths of each student. • Continuing to use data to evaluate the efficacy of instructional programs. • Developing a strong parent-teacher relationship. • Maximizing the use of technology embedded in the classroom instruction through the implementation of increased wireless network capabilities, mobile labs, classroom labs, interactive televisions, IPad carts and one-to-one computing to enhance instruction in all grades K-8. The preparation and formulation of this document could not have been accomplished without the assistance and dedicated efforts of the School's Administration and the Finance Department. I am also extremely grateful to the City Commission for their continued support in ensuring that this School remains the Aventura City of Excellence School. An Aventura Special City Commission Workshop will be held on May 17, 2022 to review the proposed budget document in detail. Please refer any questions relating to the enclosed budget to my attention. Respectfully submitted, Ronald J. sson City Manager x CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL Organization Chart X��LENC€SCHa�� ACES Governing Board City Manager CSUSA Administrative/ school Educational Advisory Services Committee Principal k School Operations L Vision Statement To join with our community to become the premier charter school in the nation, where academic excellence coexists with the promotion of innovation and exploration grounded in an atmosphere of social responsibility. xi i 2 0 fX IL HCECSC�Vx THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK xii CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 fX ILLENCECSCW"" INTRODUCTION 1 Organization and Operations The School is a special revenue fund found within the City's financial statements. The School commenced operations in August 2003 in the City and offers classes for kindergarten through eighth grade with a projected enrollment of 1,032 for the 2022/2023 proposed budget. The School is funded from public funds based on enrollment and may be eligible for grants in accordance with state and federal guidelines, including food service and capital outlay. The School can accept private donations and the City can incur debt for its operations. Reporting Entity The School operates under a charter granted by the sponsoring school district, the Miami- Dade County Public School District (the "District"). The current charter is effective until June 30, 2033 but provides for a renewal of up to 15 years by mutual agreement of both parties. In 2005, the School amended the charter to include grades sixth through eighth. In 2012, the School amended the charter to increase the School capacity from 972 to 1 ,032 over five (5) years commencing with fiscal year 2012/13. The School is owned and operated by the City, is part of the City's government and is not a separate legal entity or otherwise organized apart from the City. The City was incorporated in November 1995 and operates under a Commission-Manager form of government. Management Contract The City has a contract with Charter Schools USA ("CSUSA") for administrative and educational management services for the operations of the School. All School staff, except the Principal, two (2)Assistant Principals (Dean of Student Services and Dean of Curriculum) and the Trades Worker II, are employees of CSUSA. Total fees projected to be paid to the management company for fiscal year 2022/2023 are $306,000. The majority of the other expenditures that are reimbursed by the City to CSUSA relate to the teachers' salaries and benefits. The current agreement with CSUSA provides an initial term for five (5) years through June 30, 2023. School Advisory Committee ("SAC") The Charter School Advisory Committee was established to facilitate the achievement of the School's mission; for its members to serve on the Educational Excellence School Advisory Council ("EESAC") and to provide input to the City Manager and Principal regarding fundraising efforts, school budget and school issues. Members of SAC will be responsible for developing and implementing the School's fundraising projects. This is a working Committee as it relates to school fundraising efforts. The Board consists of five (5) members, each of whom are parents of the School's children, elected by the parents of school children. The representatives will be as follows: • kindergarten to fourth grade —two (2) representatives • fifth grade to eighth grade —two (2) representatives • At large kindergarten to eighth grade —one (1) representative 2 Budget Process and Procedures Budget Preparation/Development January: Meetings are held with the City Manager, Principal and school staff to develop Goals and to discuss issues that may impact the budget for the upcoming schoolyear February: The following steps are taken to prepare preliminary revenue projections and forecasts developed by the Finance Department for the City Manager's review: • Forecast student enrollment. • The State's Florida Education Finance Program ("FEFP") per student allocation is projected by the State and provided to the School. • Capital Outlay funding is determined by the State based on available funding. March: The following steps are taken to forecast the School's personnel needs that are developed from input from the Principal and staff: • Review existing staffing requirements to ensure adequate coverage for student needs and new programs. • Review the current salary structure to ensure competitiveness within the School District. • Obtain benefit calculations such Pension; Health, Life and Disability Insurance; Dental Insurance and Workers' Compensation from CSUSA for each qualifying employee. April: Individual expenditure line items are developed by the Finance Department based on input from the Principal and through analysis of historical data. A draft of the budget document is prepared by the Finance Department which will be is reviewed by the City Manager and the Principal. April/May: The budget is reviewed by the School Advisory Committee. The City Manager submits the proposed budget to the City Commission (for adoption) who acts as the School's Board of Directors. June: The adopted budget is entered into the accounting system. July 1. The adopted budget becomes effective. Budget Adoption The Charter School budget is approved via Ordinance at two (2) City Commission public meetings scheduled for May 17, 2022 and June 14, 2022, respectively. The adopted budget is entered into the accounting system effective July 1, 2022. 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 3 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 the Charter School Department for operating and capital expenditures may not be increased or decreased without specific authorization by a duly- enacted Ordinance affecting such amendment or transfer. Therefore, the City Manager may authorize transfers from one (1) 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 of the School's authorized budgeted positions. The City Manager may amend said authorized budgeted positions in order to address the operating needs of the Department so long as sufficient budgeted funds are available. The budget is monitored on a monthly basis to track variances between actual and budgeted amounts. Significant variances are investigated and monitored for corrective action. Quarterly review meetings are held with the Principal 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 City's Charter School Fund Budget, if the City Manager determines that the department total will exceed its original appropriation, the City Manager is authorized to prepare such Ordinances for consideration by the City Commission as may be necessary and proper to modify any line item from the Budget. 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 principle and interest on general long-term debt which is recognized when due. The Charter School Fund Budget applies all applicable Government 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 ("ARB"s). 4 During June 1999, the GASB issued Statement No. 34. This statement established new accounting and financial reporting standards for state and local governments. The Charter School Fund implemented the new financial reporting requirements of GASB 34. Financial Policies The School's financial policies, as outlined below, set forth the basic framework for its overall fiscal management. Operating independently of changing circumstances and conditions, these policies assist the decision-making process of the City Manager and the School's Administration. 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 School in the past and have helped maintain financial stability. They are reviewed annually as a decision-making tool and to ensure their continued relevance in an ever- changing environment. Operating Budget Policies 1. At a minimum, the School will maintain an accessible cash reserve equivalent to four (4) 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 expenditures or revenues at the same time. This applies to personnel, equipment and any other peripheral expenditures associated with the service. 3. The School shall continue to support a scheduled level of maintenance and replacement of its infrastructure. 4. The School shall support capital expenditures that reduce future operating costs. Capital Budget Policies 1. The School will develop a multi-year capital improvement plan that is updated annually. 2. The School will maintain its physical assets at a level adequate to protect the School's capital investment and minimize future maintenance and replacement costs. The budget will provide for the adequate maintenance and the orderly replacement of the capital equipment from current revenues wherever possible. 3. The School will provide sufficient funds to replace and upgrade equipment as well as to take advantage of new technology thereby ensuring that employees have safe and efficient tools to provide their service. It reflects a commitment to further automation and use of available technology to improve productivity in the School's work force. The objective for upgrading and replacing equipment includes: (1) normal replacement as equipment completes its useful life, (2) upgrades to new technology, and (3) additional equipment necessary to service the needs of the School. 4. The School will use the following criterion to evaluate the relative merit of each capital project. Capital expenditures will foster the goals of: a. Projects specifically included in an approved replacement schedule. b. Projects that reduce the cost of operations. C. Projects that significantly improve safety and reduce risk exposure. 5 Revenue Policies 1. The School will attempt to maintain a diversified and stable revenue system as a shelter from short-run fluctuations in any single revenue source. 2. The School will attempt to obtain new revenue sources as a way of ensuring a balanced budget. 3. The School will annually review fees/charges and will design or modify revenue systems to include provisions that automatically allow charges to grow at a rate that keeps pace with the cost of providing the service. Cash Management/Investment Policies 1. All cash received by the School's Business Manager is secured at the School until it is remitted (at least weekly) to the City's Customer Service Representative II who prepares it for prompt deposit by armored courier. 2. Investment of School funds will emphasize safety of capital, liquidity of funds and investment income. 3. The School will aggressively seek the collection of revenues, including any past due amounts owed. Reserve Policies The School will maintain a fund balance of at least $75,000. Accounting, Auditing, and Financial Reporting Policies 1. An independent audit will be performed annually. 2. The School will produce annual financial reports in accordance with Generally Accepted Accounting Principles ("GAAP") as outlined by the GASB. 3. In accordance with Chapter 10.850, Rules of the Auditor General of the State of Florida, the School is required to prepare special purpose financial statements. Section 10.855(4) states that the special purpose financial statements should present the charter school's financial position including the charter school's current and capital assets and current and long-term liabilities, and net position; and the changes in financial position. Philosophy and Essential Elements The School's staff believes that they have a responsibility to create a school climate that enables every individual to feel cared for, respected and to act as contributing members of the School culture. All students can learn and will be encouraged to strive for academic excellence and personal growth that will enable them to be productive and active members of society. In the practical application of this philosophy, opportunities shall be provided to- 1. Develop in each student and professional staff member a sense of self-worth and a positive self-concept. 2. Imbue such character traits as honesty, integrity, compassion, respect, cooperation, humility, happiness and responsibility toward each other, our community and our world. 3. Develop in each student an understanding of and responsibility for making positive personal and social choices. 4. Improve upon the quality of instruction and curriculum by increasing the effectiveness of teachers and their teaching through ongoing professional development. 6 5. Provide each student with experiences to develop an awareness of good health habits and attitudes for living by encouraging each student to perceive learning as a life-long continuing process from pre-school through adulthood. 6. Encourage, through educational reporting, City and District officials, the citizens of Aventura and the professional staff to support quality education in the School. 7. Use assessment data to identify and track student achievement and learning goals. 8. Develop school programs based on "best practices" to promote learning gains. 9. Develop strong parent-teacher-student relationships. 10. Provide a strong accountability system that holds everyone in the school community responsible for maximizing learning opportunities. 11. Provide a low student-teacher ratio in order to enhance the development of the individual strengths of each student. 12. Provide additional staff members for enrichment and remediation services. 13. Develop in each student the ability to think critically, make inferences, apply knowledge to new settings and use these skills to make wise choices. Curriculum The School will fully incorporate the B.E.S.T. standards in alignment with the State of Florida's guidelines. ACES' goals for student learning are coordinated or integrated across different disciplines. The curriculum's sequence is rational, with more complex ideas building on simpler ones, respecting each student's developmental levels and prior learning. Teachers and students are accountable for all state and local assessments in addition to internal formal and informal assessments and observations. Classroom teachers utilize technology daily to reinforce instruction and offer opportunities for independent practice. Students in second through eighth grade will utilize Chromebooks throughout the day to enhance instruction, while students in kindergarten and first grade have an iPad cart in each. The students have access to a multitude of online resources and individualized instructional programs at home and at the School. Sixth grade students enroll in a semester technology course, with an emphasis on keyboarding and critical thinking. Seventh grade students are required to enroll in a year-long Computer Concepts/Coding course designed to expose them to all facets of the technology available to them. Eighth grade students take a year-long technology aided career awareness and entrepreneurship course. Wireless internet access is available throughout the campus. The School offers a variety of programs to meet the needs of all learners. The English Language Learners ("ELL") program is offered to students who are working toward English language proficiency. Classroom teachers servicing ELL students have undergone special training related to strategies that enhance language acquisition. The School's ELL Coordinator collaborates with classroom teachers related to instructional modifications that aide in content comprehension. Exceptional Education ("ESE") students are serviced within the general classroom, reducing social stigmas and enhancing the continuity of instruction. The ESE teachers collaborate with classroom teachers to ensure that "strategies for success" are implemented in all subject areas. 7 Students with speech and language needs are serviced by a Speech and Language Pathologist and students with occupational therapy needs are serviced by a specialist. These programs are offered to students who qualify for services based on School District requirements. At-risk readers are targeted through a variety of intervention courses and strategies. The School's Collaboration Team teaches at-risk-readers in Kindergarten through eighth grade in small group settings. This supplemental reading program provides intensive instruction using research-based programs such as Wonders, Fundations , Reading Plus and I Ready. At-risk readers in middle school enroll in an intensive reading course which offers a one to one computing environment to target specific reading deficiencies. Students in need of additional support related to test-taking strategies, organization and study skills are enrolled in a specially designed elective class that provides support specific to their needs. The School is focused on meeting the needs of all students. To this end, the School offers a variety of extended school day programs. These programs target student needs and are offered both before and after school. These programs include small group writing instruction, focused math tutorials, science study group, civics study group, after-school tutoring and a Saturday reading and math academy. Gifted students in grades Kindergarten through eighth grades will receive "Gifted Instruction" in English Language Arts and Reading daily. Project-based applications encompassing the sciences, arts, math, and language allow students an opportunity to combine their creativity and practical knowledge. A science specialist works with all students, grades second through fifth grade on a weekly basis by providing integrated labs in their classrooms. A science lab program provides students with hands-on application of core curriculum. Students in fifth grade experiment in the science lab two (2) times per week. The lab facilitator co-teaches with the classroom teacher to ensure instruction and labs are seamlessly aligned. All middle school students enroll in comprehensive science courses that emphasize hands-on investigation. Students are exposed to eco-literacy through participation in the outdoor garden project. The School's modern language program places emphasis on four (4) basic components of language acquisition (e.g., listening, speaking, reading and writing). Students build an understanding of the relationship between perspectives and products of various cultures. Middle school students enroll in introduction to Spanish and can elect to take high school honors level Spanish 1. The elementary Spanish program is offered to all kindergarten through fifth grade students and emphasizes cultures and conversational speaking. The School's middle school program offers academic rigor in conjunction with an extraordinary selection of extracurricular activities and elective programs. Students have the opportunity to enroll in high school honors level Cambridge Pre-AICE courses in math and science in addition to Honors Spanish. All student select one (1) of eighteen (18) elective courses. Elective courses include Digital Communications, Modern Dance, Art, Guitar, Debate, Tech Squad, Robotics, Personal Fitness, Team Sports, Physical Education, Spanish, Peer Mentoring, Gardening, STEAM, Study Skills, Yoga and Drama. All middle school students are invited to participate in after-school teams including volleyball and basketball. The School also participates in the Independent Athletic League and offers competitive boys 8 and girls basketball and competitive boys and girls soccer, competitive girls volleyball and boys flag football. These programs are funded through the school budget and are offered at no cost to students. Elementary school students also enjoy a variety of special subject classes daily. These subjects include art, physical education, technology, media, Spanish and music. Each Friday, Elementary students participate in a club. Clubs vary from year-to-year based on student interest and currently include the following; Karaoke, Baton, LEGO Builders, Just Dance, Peer Mentors, Puppet Theatre, Scrapbooking, Puzzle Mania, Contemporary Dance, Middle Eastern Dance, Drama and Improv., Chorus,Yoga, Basketball, Harry Potter and Zumba Kids. Performance Criteria Matrix ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL PERFORMANCE CRITERIA 2015/16 2016/17 2017/18 2018/19 2019/20 2020/21 The State of Florida A+Plan Grade shall be no lower than a"B". A A A A N/A N/A Percent of parents that completed all 20 required volunteer hours by the end of the year. 100% 100% 100% 100% N/A 100% Number of students enrolled shall be 95%of the number allowed by the School Charter. 100% 100% 100% 100% 100% 100% The year-to-year staff retention rate shall be 90%. 98% 98% 98% 98% 95% 93% The percentage of parents who on the Parent Survey agree or strongly agree to the statement that"I would recommend the Charter School to a friend"is 90%. 99% 99% 99% 97% 99% 99% The audits required by State Law and the Charter shall indicate that the financial statements are presented fairly and that tests of compliance with laws and regulations and consideration of the internal ✓ ✓ ✓ ✓ ✓ ✓ control over financial reporting disclose no instances of non- All in All in All in All in All in All in compliance, nor any material weaknesses. Compliance Compliance Compliance Compliance Compliance Compliance Class size and student/classroom teacher ratios shall be maintained ✓ ✓ ✓ ✓ ✓ ✓ throughout the school year at 18:1 for kindergarten through third grade All in All in All in All in All in All in and an average of 22:1 for all grades fourth through eighth. Compliance Compliance Compliance Compliance Compliance Compliance Reading-Percent of Students in the School on grade level and above in Reading. This is based on the Florida Standards and exhibited in proficiency on the Florida Standards Assessment("FSA"). 82% 84% 87% 87% N/A 80% Math-Percent of Students in the School on grade level and above in Math. This is based on the Florida Standards and exhibited in proficiency on the FSA. 88% 88% 95% 92% N/A 81% All Students will achieve high science standards as measured by Sunshine State Standards Performance Standards. 86% 78% 82% 81% N/A 70% N/A-did not apply in 2019/20 and 2020/21 due to the impacts of COVID-19. 9 Budget Preparation Calendar FISCAL YEAR 2022/2023 TIMEFRAME RESPONSIBILITY ACTION REQUIRED January Principal & School Staff Meetings are held to develop Goals City Manager and to discuss issues that may impact the upcoming school budget. February Finance Department Preliminary revenue projections and City Manager forecasts are developed. March Principal & School Staff Personnel needs are developed and Finance Department forecasted based on input from the Principal and School Staff. April Principal Individual expenditure line items Finance Department are developed based on input from the Principal and the analysis of historical data. Finance Department A draft of the budget document is City Manager prepared by the Finance Principal Department which will be reviewed by the City Manager and the Principal. April 27 School Advisory Committee The budget is reviewed by the School Advisory Committee. May 17 City Manager The City Manager submits the City Commission budget to the City Commission who (the School's Board of Directors) acts as the School's Board of Directors on 1st Reading. June 14 City Manager The City Manager submits the City Commission budget to the City Commission who (the School's Board of Directors) acts as the School's Board of Directors on 2nd Reading. June 15 Finance Department The adopted budget is entered into the accounting system. July 1 School Department The adopted budget becomes effective. 10 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 0 f#TVRA �'�FLLEHCECSCK ' DEPARTMENT DESCRIPTION SUMMARY OF FUND 11 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 DEPARTMENT DESCRIPTION This Department is responsible for the organization, operation and management of the City's Charter School. By focusing on low student teacher ratios, high academic standards and parental participation, the School provides a first-class learning environment for the City's children. The School operations are provided in conjunction with a management services contract with Charter Schools USA. Budget Category Summary 2020/21 2021/22 2021/22 2021/22 2022/23 APPROVED ACTUAL PROJECTED CITY MANAGER ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL State Shared Revenues $ 8,786,523 $ 8,779,250 $ 6,548,989 $ 9,044,026 $ 10,236,374 Charges for Services 147,031 520,000 132,857 180,000 346,000 Miscellaneous Income 253,251 579,000 636,269 680,231 579,000 Other Non-Revenues 100,000 680,349 510,262 680,349 494,655 $ 9,286,805 $ 10,558,599 $ 7,828,377 $ 10,584,606 $ 11,656,029 EXPENDITURES K-3 Basic $ 2,766,754 $ 2,795,679 $ 2,303,226 $ 2,988,044 $ 3,016,263 4-8 Basic 3,480,470 3,487,527 2,992,656 3,830,094 3,811,537 Exceptional Student Program 370,978 289,400 246,156 323,067 385,404 Substitute Teachers 186,894 146,887 136,844 176,218 267,288 Instructional Media Services 102,717 113,734 82,024 109,317 113,230 School Administration 945,715 1,142,713 848,099 1,105,840 1,257,616 Pupil Transit Services 194,582 217,757 143,852 217,757 279,842 Operation of Plant 1,926,690 2,046,402 1,472,046 1,948,848 2,038,349 Child Care Supervision 68,827 150,000 24,417 22,500 36,000 Capital Outlay 412,193 168,500 268,245 328,463 450,500 �Wenditures $ 10,455,820 $ 10,558,599 $ 8,517,565 $ 11,050,148 $ 11,656,029 Budget Account Summary by Expenditure Function 2020121 2021122 2021122 2021122 2022123 APPROVED ACTUAL PROJECTED CITY MANAGER ECATEGORYRECAP ACTUAL BUDGET 313112022 613012022 PROPOSAL Personnel Services $ 7,298,311 $ 7,217,564 $ 5,731,947 $ 7,568,240 $ 8,113,209 Operating Expenditures 2,300,170 2,637,535 2,184,373 2,709,445 2,592,320 Other Uses 445,146 535,000 333,000 444,000 500,000 Capital Outlay 412,193 168,500 268,245 328,463 450,500 Total $ 10,455,820 $ 10,558,599 $ 8,517,565 $ 11,050,148 $ 11,656,029 12 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 0 rNTURA �'�FLLEHCECSCK ' REVENUE PROJECTION RATIONALE 13 2020/21 2021/22 2021/22 2021/22 2022/23 APPROVED ACTUAL PROJECTED CITY MANAGER DESCRIPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL State Shared Revenues: School Lunch Reimbursement $ 115,433 $ 100,000 $ 151,704 $ 200,000 $ 100,000 Florida Education Finance Program(FEFP) 7,880,543 7,775,783 5,780,244 7,785,296 8,111,374 Florida School Recognition Program Awards i - 101,000 94,030 94,030 - E-Rate Program 28,954 12,000 - - 12,000 Transportation 42,572 135,790 39,356 55,000 164,650 Capital Outlay 658,364 654,677 483,655 595,007 719,472 Grant Revenue 60,657 - - 314,694 1,128,878 Subtotal $ 8,786,523 $ 8,779,250 $ 6,548,989 $ 9,044,026 $ 10,236,374 Charges for Services: Food Service Fees $ 32,040 $ 180,000 $ 37,149 $ 50,000 $ 180,000 After School Programs 114,991 340,000 95,708 130,000 166,000 Subtotal $ 147,031 $ 520,000 $ 132,857 $ 180,000 $ 346,000 Miscellaneous Income: Interest Earnings $ 6,435 $ 2,000 $ (3,206) $ - $ 2,000 Miscellaneous Revenues 58,583 200,000 53,918 70,000 200,000 Sport Program Fundraising 2,228 9,000 6,477 9,000 9,000 Field Trips/Special Programs 22,587 170,000 77,849 100,000 170,000 Other Private Source Revenue 163,418 198,000 501,231 501,231 198,000 $ 253,251 $ 579,000 $ 636,269 $ 680,231 $ 579,000 Other Non-Revenues: Transfers In $ 100,000 $ 150,000 $ 112,500 $ 150,000 $ 150,000 Carryover - 530,349 397,762 530,349 344,655 Subtotal $ 100,000 $ 680,349 $ 510,262 $ 680,349 $ 494,655 Total Revenues $ 9,286,805 $10,558,599 $ 7,828,377 $ 10,584,606 $ 11,656,029 Revenues The revenues available for allocation in the 2022/2023 proposed budget are anticipated to be $11,656,029. This is a net increase of$1,097,430 or 10.4% compared to the prior year budget resulting primarily from the following: • At the time this document was prepared the Florida Legislative Session approved a 4.36% increase for Miami-Dade County. The Administration projected revenue totals of $8,111,374 and is based on a 4.36% increase for an average of $7,860/student. This amount is calculated with data from the most recent FTE invoice. Enrollment of 1,032 students is flat compared to prior year, however, FTE funds are anticipated to increase by 4.36% in comparison to the current year per capita amount. • Grant funding was allocated to ACES through the Coronavirus Aid Relief and Economic Security ("CARES") Act for the Elementary and Secondary School Emergency Relief("ESSER") Fund. Grant revenue of$1,128,878 will mostly fund personnel costs for 14 positions as well as capital items such as replacement of laptops, tablets and an AC unit. • Capital Outlay revenue totals $719,472 and is based on an average of $697/student. This amount is in line with the most recent FTE invoice and Capital Outlay Worksheet. With flat enrollment versus the current year, Capital Outlay funds are anticipated to 14 remain relatively flat in comparison to the current year per capita amount. • Carryover funds total $344,655 which is a decrease of $185,694 (35.0%) from the current year. These funds will be utilized for: o Normal increases in teacher compensation (averaging about 2.5%). o Additional stipends in the amount of $196,275 that the City is providing to increase teacher compensation in lieu of the Miami-Dade Referendum. o Conservative budgeted revenue projections in light of the global pandemic impact of COVID-19. Revenue Projection Rationale FISCAL YEAR 2022/2023 State Shared Revenues — totals $10,236,374 and is based on multiple revenue categories primarily comprised of the following: School Lunch Reimbursement Revenues — estimated to be $100,000. School Lunch Reimbursement $125,000 $100,000 $75,000 $50,000 $25,000 $ Florida Education Finance Program Revenues — totals $8,111,374 and is based on an average of$7,860/student. FTE funds are anticipated to increase by 4.36% in comparison to the current year per capita amount. Florida Education Finance Program (FEFP) $1,500 C f0 $7,000 $6,500 15 Transportation Reimbursement Revenue — totals $164,650 and is based on 370 students requiring bus service. Transportation $175,000 $150,000 $125,000 $1oo,00a $75,000 $50,000 $zs,00 S �oy�`tia �oy�,yo �o�o`�ti �o��,yti 41�'3 Capital Outlay revenue totals $719,472 and is anticipated to increase by 9% in comparison to the current year per capita amount. Capital Outlay includes the following: Local Capital Improvement Revenue — Passed by the Florida Legislature in 2017, HB 7069 requires school districts to give a proportionate share of local capital millage revenue to eligible charter schools operating in their county, with their share determined by the number of students each school enrolls. The law was subject to challenge by 14 school districts in the courts and was upheld by a circuit court in Tallahassee. Charges for Services —totals $346,000 is based on two (2) revenue categories comprised of the following: • Food Service Fees — estimated to be $180,000. • After School Programs—includes revenues derived from fees charged for After School Programs and is estimated to be $166,000. Miscellaneous Income — totals $579,000 and is based on multiple revenue categories comprised of the following: • A very conservatively budgeted Interest Earnings of$2,000. • Miscellaneous Revenues of $200,000 (i.e., Bazaar, Book Fair, Dress Down, NSF Checks, Teacher Appreciation Week Deposits, Upstanders MIS, Vending Revenue and Boosterthon Fundraiser). • Sport Program Fundraising of$9,000. • Field Trips/Special Programs of$170,000. • Other Private Source Revenue of$198,000 which is primarily derived from a revenue sharing agreement with Clear Channel for two (2) leases that generate billboard advertising revenue. Other Non-Revenues —totals $494,655 and is based on the following revenue categories: • Includes a $150,000 transfer from the City's General Fund for revenues generated from the City's Intersection Safety Camera Program which is flat versus the prior year. • Carryover which includes an allocation of fund balance of $344,655 from the accumulation of prior year surpluses to be utilized as outlined on page 15. 16 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 fX ILLENCECSCW"" BUDGETARY ACCOUNT SUMMARY BY EXPENDITURE FUNCTION 17 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022/23 BUDGETARY ACCOUNT SUMMARY 190-6001-569 K-3 Basic 5101 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022123 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGER ACCT# CODE DESCRIPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL Personnel Services 1220 120 Teacher(31)Grant funded(3) $ 1,693,361 $ 1,692,750 $ 1,306,884 $ 1,740,000 $ 1,862,037 1230 130 Other Certified Instruction(3) 216,710 203,784 158,174 205,000 207,326 Assistant Principal ESE Teacher Instructional Counselor 1250 150 Teacher Assistant Kindergarten Aides-PIT(7) 124,273 140,286 97,555 132,000 141,696 Administrative Assistant 1502 291 Bonuses 42,725 48,000 34,997 40,000 - 1503 291 Stipends 120,719 118,795 86,613 118,795 118,795 2101 221 Social Security-matching 160,266 161,787 123,456 161,787 175,116 2201 211 Pension 14,561 20,300 9,926 15,000 21,607 2301 231 Health,Life&Disability Insurance 259,843 256,590 233,872 310,000 324,461 2302 232 Dental Insurance 5,164 4,958 1,527 2,500 6,008 2401 241 Workers'Compensation 8,078 32,589 14,538 20,000 35,377 2501 250 Unemployment Com ensation 1,885 4,000 5,355 6,000 4,000 Subtotal $ 2,647,585 $ 2,683,839 $ 2,072,897 $ 2,751,082 $ 2,896,423 Operating Expenditures 4001 330 Travel/Conferences/Training $ 3,627 $ 4,000 $ 19,079 $ 22,000 $ 12,000 4101 370 Communication Services 70 840 - 840 840 5290 590 Other Matl&Supply 42,517 35,000 60,628 62,000 35,000 5299 790 Miscellaneous Expense 164 2,500 4,051 4,051 2,500 5410 521 Memberships/Dues/Subscription - 1,500 - 1,500 1,500 5411 520 Textbooks 72,791 68,000 146,571 146,571 68,000 total $ 119,169 $ 111,840 $ 230,329 $ 236,962 $ 119,840 Total K-3 Basic 5101 $ 2,766,754 $ 2,795,679 $ 2,303,226 $ 2,988,044 $ 3,016,263 18 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022123 BUDGETARY ACCOUNT SUMMARY 190-6002-569 4-8 Basic 5102 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022/23 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGE �ACCT# CODE DESCRIPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL Personnel Services 1220 120 Teacher(44)Grant funded(3) $ 2,327,709 $ 2,321,032 $ 1,810,019 $ 2,420,000 $ 2,611,767 1230 130 Other Certified Instruction(3) 156,316 155,933 121,975 160,000 159,837 Assistant Principal Math Coach Grant funded school counselor 1250 150 Comm Spec/Instructional Asst.-P/T 15,325 15,960 15,156 20,000 16,038 1502 291 Bonuses 53,407 60,000 43,746 43,746 - 1503 291 Stipends 207,388 204,082 148,794 204,082 204,082 2101 221 Social Security-matching 198,016 198,849 154,283 200,000 221,396 2201 211 Pension 19,237 24,903 14,414 20,000 27,237 2301 231 Health,Life& Disability Insurance 298,022 278,940 284,410 350,000 333,116 2302 232 Dental Insurance 6,533 5,101 1,524 3,000 5,622 2401 241 Workers'Compensation 11,639 39,887 17,695 25,000 44,602 2501 250 Unemployment Compensation 1,631 3,500 4,524 5,000 3,500 $ 3,295,223 $ 3,308,187 $ 2,616,540 $ 3,450,828 $ 3,627,197 Operating Expenditures 4001 330 Travel/Conferences/Training $ 4,378 $ 7,000 $ 26,786 $ 29,000 $ 12,000 4101 370 Communication Services 840 840 630 840 840 5290 590 Other Mat'I&Supply 73,918 60,000 86,299 86,299 60,000 5299 790 Miscellaneous Expense - 1,500 774 1,500 1,500 5411 520 Textbooks 101,552 92,000 239,145 239,145 92,000 5901 791 Athletic Activities 4,559 18,000 22,482 22,482 18,000 Subtotal $ 185,247 $ 179,340 $ 376,116 $ 379,266 $ 184,340 Total 4-8 Basic 5102 $ 3,480,470 $ 3,487,527 $ 2,992,656 $ 3,830,094 $ 3,811,537 19 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022/23 BUDGETARY ACCOUNT SUMMARY 190-6003-569 Exceptional Student Program 5250 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022/23 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGE �ACCT# CODE DESCRIPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL Personnel Services 1220 120 Teacher(2)Grant funded(1) $ 112,006 $ 110,170 $ 86,878 $ 116,000 $ 171,819 1230 130 Other Certified Instruction(1) 77,224 74,378 59,239 74,378 76,985 Dean of Student Services 1502 291 Bonuses 4,451 5,000 3,645 3,645 - 1503 291 Stipends 7,209 7,094 5,172 7,094 7,094 2101 221 Social Security-matching 14,946 14,661 11,540 15,400 19,576 2201 211 Pension 985 1,384 668 1,000 1,866 2301 231 Health, Life&Disability Insurance 16,049 15,247 18,305 24,400 26,391 2302 232 Dental Insurance 107 513 488 650 692 2401 241 Workers'C o mpensati on - 2,953 1,295 2,000 3,981 2501 250 Unem to ment Compensation - - - - - $ 232,977 $ 231,400 $ 187,230 $ 244,567 $ 308,404 Operating Expenditures 3190 310 Prof&Tech Services-SPED $ 133,288 $ 51,000 $ 56,634 $ 70,000 $ 70,000 4001 330 Travel/Conferences/Training - 1,000 - 2,500 1,000 5290 590 Other Mat'I&Supply 4,463 5,000 2,292 5,000 5,000 5299 790 Miscellaneous Ex ense 250 1,000 - 1,000 1,000 $ 138,001 $ 58,000 $ 58,926 $ 78,500 $ 77,000 $ 370,978 $ 289,400 $ 246,156 $ 323,067 $ 385,404 20 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022/23 BUDGETARY ACCOUNT SUMMARY 190-6004-569 Substitute Teachers 5901 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022/23 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGER �ACCT# CODE DESCRIPTION i ACTUAL BUDGET 3/31/2022 i 6/30/2022 PROPOSAL Personnel Services 1220 120 Substitute Teacher(1)Grant funded(4) $ 161,983 $ 34,863 $ 80,062 $ 107,000 $ 177,255 1225 140 Pool Sub 133 90,000 34,027 45,000 50,000 1502 291 Bonuses 444 500 365 500 - 1503 291 Stipends 2,404 2,365 1,724 2,365 2,365 2101 221 Social Security-matching 9,860 9,733 7,848 9,733 17,566 2201 211 Pension 185 261 123 261 1,329 2301 231 Health, Life&Disability Insurance 11,184 6,008 10,191 8,000 13,656 2302 232 Dental Insurance 199 159 141 159 480 2401 241 Workers'Compensation - 1,998 872 1,200 3,637 2501 250 Unemployment Compensation 502 1,000 1,491 2,000 1,000 21 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022/23 BUDGETARY ACCOUNT SUMMARY 190-6005-569 Instructional Media Services 6200 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022/23 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGER �ACCT# CODE SESCFUPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL Personnel Services 1230 130 Media Specialist&P/T Asst. $ 72,085 $ 76,220 $ 56,841 $ 76,220 $ 78,300 1502 291 Bonuses 2,226 2,500 1,823 2,500 - 1503 291 Stipends 2,404 2,365 1,724 2,365 2,365 2101 221 Social Security-matching 5,667 6,012 4,453 6,000 6,171 2201 211 Pension 299 425 200 300 440 2301 231 Health, Life&Disability Insurance 17,523 21,647 13,310 18,000 21,363 2302 232 Dental Insurance 121 345 61 100 338 2401 241 Workers'Compensation - 1,220 535 750 1,253 2501 250 Unem to ment Com ensation - - 15 20 - $ 100,325 $ 110,734 $ 78,962 $ 106,255 $ 110,230 Operating Expenditures 5411 520 Textbooks $ 2,392 $ 3,000 $ 3,062 $ 3,062 $ 3,000 $ 2,392 $ 3,000 $ 3,062 $ 3,062 $ 3,000 00 $ 102,717 $ 113,734 $ 82,024 $ 109,317 $ 113,230 22 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022123 BUDGETARY ACCOUNT SUMMARY 190-6006-569 School Administration 7300 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022123 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGER �ACCT# CODE DESCRIPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL Personnel Services 1211 110 Administrators(2) $ 225,941 $ 197,291 $ 203,071 $ 271,000 $ 221,512 Principal Dean 1260 160 Other Support Personnel(7) 318,714 333,359 243,235 325,000 448,473 Receptionist(2) Administrative Secretary Registrar/Compliance/ESE Support Business Manager Network/Computer Tech School Nurse Grant funded(2)-IT and Asst Registrar 1502 291 Bonuses 5,786 6,500 4,739 6,500 - 2101 221 Social Security-matching 41,325 40,595 34,097 45,000 51,254 2201 211 Pension 26,037 21,676 20,533 27,000 24,798 2301 231 Health,Life&Disability Insurance 75,538 25,726 40,129 53,500 38,643 2302 232 Dental Insurance 961 1,236 622 1,000 1,376 2401 241 Workers'Compensation 5,204 8,490 4,756 7,000 10,720 2501 251 Unemployment Compensation 501 1,000 1,336 2,000 1,000 $ 700,007 $ 635,873 $ 552,518 $ 738,000 $ 797,776 Operating Expenditures 3114 750 After School Programs $ 46,813 $ 160,000 $ 68,472 $ 75,000 $ 100,000 4001 330 Travel/Conferences/Training 8,200 12,000 26,092 30,000 25,000 4041 201 Automobile Allowance 5,400 5,400 4,050 5,400 5,400 4101 370 Communication Services 1,720 1,440 1,710 1,440 1,440 4855 790 Field Trips/School Events 3,791 162,000 58,780 72,000 162,000 4856 790 Special Events 113,451 140,000 95,578 140,000 140,000 5290 590 Other Matl&Supply 66,333 23,000 38,585 41,000 23,000 5410 521 Membershi s/Dues/Subscri tion - 3,000 2,314 3,000 3,000 Subto $ 245,708 $ 506,840 $ 295,581 $ 367,840 $ 459,840 Total S $ 945,715 $ 1,142,713 $ 848,099 $ 1,105,840 $ 1,257,616 23 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022/23 BUDGETARY ACCOUNT SUMMARY 190-6007-569 Pupil Transit Services 7800 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022/23 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGER �ACCT# CODE DESCRIPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL Operating Expenditures 3190 310 Prof&Tech Services $ 194,582 $ 217,757 $ 143,852 $ 217,757 $ 279,842 Total Transit Services 7800 $ 194,582 $ 217,757 $ 143,852 $ 217,757 $ 279,842 24 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022123 BUDGETARY ACCOUNT SUMMARY 190-6008-569 Operation of Plant 7900 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022123 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGER �ACCT# CODE DESCRIPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL Personnel Services 1260 160 Other Support Personnel $ 100,297 $ 77,509 $ 69,391 $ 77,509 $ 81,811 Trades Worker II School Resource Officer Allocation 2101 221 Social Security-matching 4,008 3,481 2,952 4,000 3,811 2201 211 Pension 5,868 6,371 4,866 6,371 6,974 2301 231 Health,Life&Disability Insurance 20,505 12,081 7,961 11,000 12,093 2302 232 Dental Insurance 252 202 158 210 202 2401 241 Workers'Com pensation 4,370 1,000 1,628 2,200 1,000 u o $ 135,300 $ 100,644 $ 86,956 $ 101,290 $ 105,891 Operating Expenditures 3148 312 Planning/Management Fee-CSUSA $ 306,000 $ 306,000 $ 229,500 $ 306,000 $ 306,000 3149 310 MDCPS Administrative Fee 159,261 158,400 116,345 158,400 158,100 3201 312 Accounting&Auditing Fees 12,200 11,000 11,000 11,000 11,000 3431 310 Contract-Food Services 239,230 280,000 96,861 200,000 280,000 4101 370 Communication Services 104,362 78,000 79,972 96,000 78,000 4301 430 Electricity 99,867 130,000 92,983 125,000 130,000 4320 380 Pub Lit Svc Other Energy Sv-Water 37,497 32,000 32,476 43,000 32,000 4440 360 Office Equip-Leasing Expense 29,527 38,000 17,807 25,000 38,000 4501 320 Insurance&Bond Premium 30,755 38,200 73,545 50,000 38,200 4620 350 Contract-Building Maintenance 194,115 188,658 125,478 188,658 223,658 4635 350 Repairs&Maintenance 97,856 110,000 153,875 160,000 95,000 5120 510 Computer Supplies/Software 34,466 35,500 19,703 35,500 37,500 5290 590 Other Mat'I&Su I 1,108 5,000 2,545 5,000 5,000 S $ 1,346,244 $ 1,410,758 $ 1,052,090 $ 1,403,558 $ 1,432,458 Other Uses 5901 790 Contingency $ - $ 85,000 $ - $ - $ 50,000 5905 790 AACC Expenses 1,146 6,000 - - 6,000 9129 921 Lease Payments to Cit Debt Svice Fund 444,000 444,000 333,000 444,000 444,000 Subtotal $ 445,146 $ 535,000 $ 333,000 $ 444,000 $ 500,000 Total Operat $ 1,926,690 $ 2,046,402 $ 1,472,046 $ 1,948,848 $ 2,038,349 25 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022/23 BUDGETARY ACCOUNT SUMMARY 190-6009-569 Child Care Supervision 9102 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022/23 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGER �ACCT# CODE DESCRIPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL Operating Expenditures 3113 310 Contract-Recreation Programs $ 38,327 $ 114,000 $ 1,542 $ 2,000 $ - 4301 430 Electricity 10,000 10,000 7,500 10,000 4501 320 Insurance&Bond Premium 3,000 3,000 2,250 3,000 3,000 4620 350 Contract-Building Maintenance 9,000 9,000 6,750 9,000 9,000 4635 350 Repairs&Maintenance 8,500 8,500 6,375 8,500 8,500 5290 590 Other Mat'I&Supply - 5,500 - - 5,500 17 $ 22,500 $ 26 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022123 BUDGETARY ACCOUNT SUMMARY 190-6010-569 Capital Outlay 7400 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022123 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGE �ACCT# CODE DESCRIPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL Capital Outlay 6401 692 Computer Equipment>5000 $ 86,231 $ 106,000 $ 70,782 $ 103,000 $ 158,000 6402 643 Computer Equipment<5000 310,564 34,500 87,865 115,865 199,500 6410 640 Furniture,Fixture&Equipment - - - - - 6420 640 Repairs&Replacements 15,398 28,000 109,598 109,598 93,000 To 68,500 Computer Equipment>5000 This project consists of the regular replacement ofwhiteboards and network infrastructure atACES.(GIL#190-6010-569.64-01) Replace Network Infrastructure $ 35,000 Replace AV Equipment and Whiteboards 40,000 Replace Server(s) 8,000 Phone System Upgrade 75,000 $ 158,00 Computer Equipment<5000 This projectconsists ofthe regularreplacementofcomputers,tablets,servers and network infrastructure atACES.(GIL#190-6010-569.64-02) Tablets $ 31,500 Replace Security Cameras 10,000 Replace Laptop(s)/Computer(s) 150,000 Desktopfor Multimedia Classroom 8,000 199,500 Repairs&Replacements This project consists ofreplacing airconditioning units atACES.(GIL#190-6010-569.64-20) Restroom renovation $ 35,000 Awning addition 3,000 Replace 25 ton HVAC unit atACES 55,000 Capital Outlay 7400 500 27 i 2 D FX FLLEHCEClN SCI V, THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 28 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 fX ILLENCECSCW"" ADOPTING ORDINANCE 29 CITY OF AVENTURA ORDINANCE NO. 2022-07 AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ADOPTING THE ATTACHED CHARTER SCHOOL OPERATING AND CAPITAL BUDGET FOR THE AVENTURA CITY OF EXCELLENCE SCHOOL FOR FISCAL YEAR 2022/2023 (JULY 1 —JUNE 30), 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 ENCUMBRANCES; 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 2022/2023 Operating and Capital Improvement Program Budget for the Aventura City of Excellence School, 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. 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. 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 Budget establishes a limitation on expenditures by department total. Said limitation requires that the total sum allocated to the Charter School 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. City of Aventura Ordinance No. 2022-07 Section 4. Personnel Authorization. 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 so long as sufficient budgeted funds are available. 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 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 Charter School Fund Budget for the City of Aventura, if the City Manager determines that the Department Total will exceed its original appropriation, the City Manager is hereby authorized and directed to prepare such Ordinances as may be necessary and proper to modify any line item from the Budget hereby. Section 7. Encumbrances. All outstanding encumbrances on June 30, 2022 shall lapse at that time; and all capital outlay encumbrances and/or capital outlay expenditures not spent during the fiscal year may be re-appropriated in the 2022/2023 fiscal year. Section 8. 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 2 of 4 City of Aventura Ordinance No. 2022-07 remain in effect, it being the legislative intent that this Ordinance shall stand notwithstanding the invalidity of any part. Section 9. Effective Date. This Ordinance shall be effective immediately upon adoption on second reading. The foregoing Ordinance was offered by Commissioner Dr. Marks, who moved its adoption on first reading. This motion was seconded by Commissioner Joel, and upon being put to a vote, the vote was as follows: Commissioner Billy Joel Yes Commissioner Rachel S. Friedland Absent Commissioner Dr. Linda Marks Yes Commissioner Marc Narotsky Yes Commissioner Robert Shelley Yes Vice Mayor Denise Landman Absent Mayor Enid Weisman Yes The foregoing Ordinance was offered by Commissioner Narotsky, who moved its adoption on second reading. This motion was seconded by Vice Mayor Landman, and upon being put to a vote, the vote was as follows: Commissioner Billy Joel Yes Commissioner Rachel S. Friedland Yes Commissioner Dr. Linda Marks Yes Commissioner Marc Narotsky Yes Commissioner Robert Shelley Yes Vice Mayor Denise Landman Yes Mayor Enid Weisman Yes Page 3 of 4 City of Aventura Ordinance No. 2022-07 PASSED on first reading this 19t" day of May, 2022. PASSED AND ADOPTED on second reading this 14t" day of June, 2022. ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVA MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: 1 CITY ATTORNEY Page 4 of 4 i 2 ii D • VENTURA CM CE11ENCE SCK0 AVENTURA CITY OF EXCELLENCE SCHOOL 3333 NE 1881h Street Aventura, Florida 33180 Telephone: (305) 466-1499 Fax: (305) 466-1339 Website: www.aventuracharter.org