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09-13-2022 First Budget Hearing Agenda City Manager City ConHnission Ronald J.Wasson .:... Enid Weisman,Mayor Denise Landman,Vice Mayor City Clerk Rachel S.Friedland,Commissioner Elllisa L.Horvath,MMC Billy Joel,Commissioner � Dr.Linda Marks,Commissioner City Attorney Marc Narotsky,Commissioner c, Weiss Scrota Delfinian Robert Shelley,Commissioner e�✓ G ,.n Q,�' Cole&Bierman CITY COMMISSION FIRST BUDGET HEARING AGENDA SEPTEMBER 13, 2022 6:00 p.m. Aventura Arts & Cultural Center 3385 NE 188t" Street Aventura, FL 33180 1. CALL TO ORDER\ROLL CALL 2. PLEDGE OF ALLEGIANCE 3. PUBLIC HEARINGS: ORDINANCES - FIRST READING - 2022/2023 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 1.5758 MILLS IS 9.54% ABOVE THE ROLLED-BACK RATE COMPUTED PURSUANT TO STATE LAW, FOR THE 2022 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 21, 2022 AS THE CITY OF AVENTURA FINAL BUDGET FOR THE 2022/2023 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 BY: Melissa Cruz, Finance Director DATE: September 9, 2022 SUBJECT: Ordinance Adopting Ad Valorem Tax Rate for Fiscal Year 2022/23 1st Reading September 13, 2022 City Commission Meeting Agenda Item 3A 2nd Reading September 22, 2022 City Commission Meeting Agenda Item _ Attached for your approval is an Ordinance adopting the ad valorem tax rate for fiscal year 2022/23. RECOMMENDATION It is recommended that the City Commission adopt a millage rate of 1.7261 for fiscal year 2022/23. This rate includes no increase over the prior year and will generate $18,641,832 based on an assessed value of$11,368,391,539. If you have any questions, please feel free to contact me. Attachment CITY OF AVENTURA ORDINANCE NO. 2022- 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 1.5758 MILLS IS 9.54% ABOVE THE ROLLED-BACK RATE COMPUTED PURSUANT TO STATE LAW, FOR THE 2022 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 2022, 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 2022/2023 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 2022 tax year, or $1.7261 per thousand dollars of taxable assessed property value. Said rate as a percent (%) change of rolled-back rate of 1.5758 mills is 9.54% above the rolled-back rate. 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 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 City of Aventura Ordinance No. 2022- 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 Rachel S. Friedland Commissioner Billy Joel Commissioner Dr. Linda Marks Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Denise Landman 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 Rachel S. Friedland Commissioner Billy Joel Commissioner Dr. Linda Marks Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Denise Landman Mayor Enid Weisman Page 2 of 3 City of Aventura Ordinance No. 2022- PASSED on first reading this 13t" day of September, 2022. PASSED AND ADOPTED on second reading this 22nd day of September, 2022. 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 BY: Melissa Cruz, Finance Director DATE: September 9, 2022 SUBJECT: Ordinance Adopting 2022/2023 Operating and Capital Budget 1st Reading September 13, 2022 City Commission Meeting Agenda Item 3B 2nd Reading September 22, 2022 City Commission Meeting Agenda Item _ Attached for your consideration is an Ordinance that adopts the tentative Operating and Capital Budget for fiscal year 2022/2023 that was originally reviewed by the Commission at the July 21, 2022 budget review meeting and modified as presented below. • With the City and Police Benevolent Association in the middle of collective bargaining sessions to negotiate a new agreement effective October 1, 2022, benefit increases related to the Police department were conservatively budgeted for FY 2022/23. • Added funding to Special Events in Community Services for Holiday Lighting • Added a one-time bonus for all employees • Reduced the health insurance increase from 10% to 6% based on final notice from insurance carrier • Added $42,500 for an HR Classification and Compensation Study for General Employees • Increased Landscaping costs by 3.5% for the Brightview contract (last increase was 4 years ago) • Increased Half-Cent Sales Tax revenue by $400,000 per State of Florida estimates If you have any questions, please feel free to contact me. Attachment CITY OF AVENTURA ORDINANCE NO. 2022- 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 21, 2022 AS THE CITY OF AVENTURA FINAL BUDGET FOR THE 2022/2023 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. Budget Adopted. The tentative 2022/2023 Operating and Capital Improvement Program Budget, reviewed and approved with modifications made as requested by the City Commission on July 21, 2022, 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 2022/2023 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 City of Aventura Ordinance No. 2022- 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 2022/2023 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 generally accepted accounting principles and where appropriate, placed into separate and individual trust Page 2 of 5 City of Aventura Ordinance No. 2022- 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 2022/2023 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, 2022 shall lapse at that time; and, 2. All outstanding encumbrances for Capital Expenditures as of September 30, 2022 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 2021/2022 available balances and be simultaneously re-appropriated for capital expenditures, as previously approved in the 2021/2022 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 2022/2023 Budget, is $14,772,304 (effective September 30, 2022). 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 remain in effect, it being the legislative intent that this Ordinance shall stand notwithstanding the invalidity of any part. Page 3 of 5 City of Aventura Ordinance No. 2022- 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 Rachel S. Friedland Commissioner Billy Joel Commissioner Dr. Linda Marks Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Denise Landman 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 Rachel S. Friedland Commissioner Billy Joel Commissioner Dr. Linda Marks Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Denise Landman Mayor Enid Weisman PASSED on first reading this 13t" day of September, 2022. PASSED AND ADOPTED on second reading this 22nd day of September, 2022. Page 4 of 5 City of Aventura Ordinance No. 2022-_ ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVATH, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY Page 5 of 5 • ��'l ._ 'i y ��If:r� •+ r �*,J''+�';jt s��f�_+{^ry��� Y`�M1 ' + ' l''�.` ; Op 1' r q } � — { TT T LTr•I� � n L za IL qL lb Lr _ City of Aventura Operatl* ng and i � FISCAL YEAR 2022/2023 AN FLO + _ CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 CITY COMMISSION Mayor Enid Weisman Commissioner Rachel S. Friedland Commissioner Billy Joel Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Marc Narotsky Commissioner Robert Shelley CITY MANAGER Ronald J. Wasson DEPARTMENT DIRECTORS Weiss Serota Helfman Cole & Bierman, P.L., City Attorney Bryan Pegues, Assistant City Manger Michael Bentolila, Chief of Police Melissa Cruz, Finance Director Ellisa L. Horvath, City Clerk Jeff Kiltie, Arts & Cultural Center General Manager Keven R. Klopp, Community Development Director Joseph S. Kroll, Public Works/Transportation Director Karen J. Lanke, Information Technology Director Geoff McKee, Don Soffer Aventura High School Principal Kimberly S. Merchant, Community Services Director Anthony Tyrkala, Aventura City of Excellence School Principal CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 TABLE OF CONTENTS City Manager's Budget Message Addendum.........................................................................................i City Manager's Budget Message Updated........................................................................................... iii OrganizationChart.............................................................................................................................. xix Distinguished Budget Presentation Award ..........................................................................................xx INTRODUCTION ..................................................................................................................................1 CommunityProfile..............................................................................................................................2 Budget Procedures and Process.......................................................................................................4 FinancialPolicies.............................................................................................................................10 Cash Management/Investment Policies..........................................................................................11 FundBalance Policies.....................................................................................................................12 Financing Programs and Debt Administration.................................................................................13 CashManagement...........................................................................................................................15 Purchasing Policy and Administration .............................................................................................16 RiskManagement............................................................................................................................16 Demographics and Miscellaneous Statistics...................................................................................17 Budget Preparation Calendar..........................................................................................................18 Assessed Value Information............................................................................................................19 TaxRate Comparison......................................................................................................................20 Where Do Your Tax Dollars Go?.....................................................................................................21 Comparative Personnel Summary...................................................................................................22 Privatized/Contracted City Services................................................................................................22 Long-term Financial Plans...............................................................................................................23 Budgetin Brief..................................................................................................................................25 SUMMARY OF ALL FUNDS.............................................................................................................27 FundBalance Analysis ....................................................................................................................30 GENERALFUND ...............................................................................................................................31 Summaryof Budget.........................................................................................................................32 RevenueProjections........................................................................................................................35 Expenditures: CityCommission...........................................................................................................................45 Officeof the City Manager............................................................................................................49 LegalDepartment.........................................................................................................................55 CityClerk's Office.........................................................................................................................59 FinanceDepartment.....................................................................................................................65 Human Resources Department....................................................................................................71 Information Technology Department............................................................................................77 PoliceDepartment........................................................................................................................83 Community Development Department.........................................................................................91 Community Services Department ................................................................................................97 Public Works/Transportation Department..................................................................................103 Arts & Cultural Center Department ............................................................................................109 Non-Departmental......................................................................................................................115 CapitalOutlay.............................................................................................................................119 POLICE EDUCATION FUND..........................................................................................................127 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 TABLE OF CONTENTS - CONTINUED TRANSPORTATION AND STREET MAINTENANCE FUND .....................................................131 911 FUND .........................................................................................................................................137 DEBT SERVICE FUNDS.................................................................................................................141 CAPITAL PROJECTS FUND..........................................................................................................157 STORMWATER UTILITY FUND.....................................................................................................161 POLICE OFFDUTY SERVICES FUND..........................................................................................165 SUMMARY OF CAPITAL IMPROVEMENT PROGRAM .............................................................169 2022/23-2026/27 Five-Year Highlights..........................................................................................170 Purpose of the Capital Improvement Program..............................................................................172 LegalAuthority...............................................................................................................................172 Development of the Capital Improvement Program......................................................................173 Capital Improvement Program Policies.........................................................................................173 Preparing the Capital Budget.........................................................................................................174 Locating a Specific Capital Project................................................................................................174 Summary of Recommended Projects............................................................................................175 Summary of Major Programs by Year...........................................................................................175 Summary of Proposed Appropriations by Funding Source...........................................................176 Summary of Projects by Location and Year..................................................................................177 Summary of Financing Plan Model................................................................................................178 Impact of Capital Projects on Operating Budget...........................................................................178 Proposed Beautification and Park Facility Improvement Projects ................................................179 Proposed Transportation Improvement Projects...........................................................................180 Proposed Drainage Improvement Projects ...................................................................................181 Proposed Public Building and Facility Improvement Projects.......................................................182 Proposed Information Technology Improvements Projects ..........................................................183 Proposed Capital Equipment Purchase and Replacement Projects.............................................184 Impact of Capital Projects on Operating Budget Schedule...........................................................185 APPENDICIES APPENDIX A —GLOSSARY OF ACRONYMS AND TERMS.....................................................187 APPENDIXB....................................................................................................................................195 cit �f �ve tlura Government Center 19200 West Country Club Drive c�xa Aventura, Florida 33180 Office of the City Manager September 9, 2022 The Honorable Mayor and City Commission City of Aventura Aventura, Florida 33180 RE: FY 2022/23 Budget Message Addendum Members of the City Commission: On July 17, 2022, the City Manager's Proposed Operating and Capital Budget for all funds for the fiscal year beginning October 1, 2022 was presented to the City Commission. At the budget review meeting, that was held on July 21, 2022, the City Commission reviewed, discussed and proposed changes for the City Manager to include in the Operating and Capital Budget. The 2022/2023 Operating and Capital Budget is attached. Please note that the following changes were made to the budget since it was presented at the July 21, 2022 workshop: • With the City and Police Benevolent Association in the middle of collective bargaining sessions to negotiate a new agreement effective October 1, 2022, benefit increases related to the Police department were conservatively budgeted for FY 2022/23. • Added funding to Special Events in Community Services for Holiday Lighting Celebration • Added a one-time bonus for all employees • Reduced the health insurance increase from 10% to 6% based on final notice from insurance carrier • Added $42,500 for an HR Classification and Compensation Study for General Employees • Increased Landscaping costs by 3.5% for the Brightview contract (last increase was 4 years ago) • Increased Half-Cent Sales Tax revenue by $400,000 per State of Florida estimates As a result, the changes can be reflected in both the "CITY MANAGER PROPOSAL 2022/23" and the "COMMISSION APPROVAL 2022/23" columns. Respectfully submitted, V�. Ronald J. as on City Manager i CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 Q� e q THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK ii City ®f Aventura Government Center q 19200 West Country Club Drive Aventura, Florida 33180 Office of the City Manager September 9, 2022 The Honorable Mayor and City Commission City of Aventura Aventura, Florida 33180 RE: FY 2022/23 Budget Message Updated 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, 2022, 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 June 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 iii demonstrates the City's commitment to providing adequate service levels and the necessary justification to support all expenditure requests. Operating and Capital Budget Implications Resulting from the Coronavirus ("COVID-19") Pandemic At the time the Operating and Capital Budget document 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 conservative budget by holding most operating revenues and expenditures relatively flat whenever possible. As the distribution of the COVID-19 vaccine continues and with the infusion of various Federal funding programs (i.e., CARES and the American Rescue Plan Act), City operations will continue to stabilize and completely return to a "traditional" environment in the coming year. In addition, the City Administration and City Commission continue to aggressively evaluate and monitor the potential adverse effects that this event may have on the City's financial position, operations, and its cash flows and will make any and all necessary budget adjustments to both our revenues and expenditures. It is important to note that while we definitely seem to be experiencing recovery from the pandemic, the emergence of other strains and variants is highly likely and can lead to future negative impacts. It is quite possible that as more "actual" economic data becomes available, and if the economic outlook appears worse than originally anticipated, additional reserve funds may need to be utilized to provide temporary stabilization funds until affected revenues have had time to fully recover to their pre-COVID-19 levels. Ad Valorem Taxes On July 1, 2022, the Miami-Dade County Property Appraiser advised the City that we experienced an 8.77% increase in property values in comparison to the prior year. This is the 1st year in the last five years that we have seen an increase in the City's existing property values. This increase was due to a booming housing market in the County coupled with new construction in 2022. In the current year, the addition of new construction totaled approximately $65,997,000. However, with inflation and interest rates surging, economists are predicting a mild recession ahead. Dramatic price increases for materials and labor shortages are driving many of our expenditure line items up including fuel, repairs and maintenance and equipment. In light of this and the economic uncertainty related to recovery from the COVID-19 pandemic, the growth of the FY 2022/23 operating expenditures was maintained in accordance with the FY 2021/22 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 4t" year of operations of the Don Soffer Aventura High School and the expansion of the operation of the On-Demand Transportation Services. 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 271" 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, developments currently under construction will increase the City's tax base and the implementation of the new FPL Franchise Agreement which began 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 iv 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 $64,522,057 or 5.24% higher 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 $1,908,025 and decreased by $1,041,152 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 $4,031,669 or 9.99% as compared to the previous year. The net General Fund operating costs increased by $3,533,663 or 9.57%. The budget maintains our current level for all City services except for the following areas: • Increases and changes to staff as explained under Personal Services beginning on page x. • The overtime in the Police Department operational budget has increased by $100,000. • Building Inspection services and permit revenue increased due to an increase in the current year activity which is expected to continue into FY 2022/23. • Funding increased compared to the prior year to ensure that adequate coverage is provided at our parks during the peak season and to accommodate increased attendance as we move to being open 7 days a week, as well and to enhance City communications and internal support. • Recreational programming funding and expenditures increased due to an increase in the current year activity as the recovery from the pandemic continues. • An increase of 6% for health insurance has been considered in the development of this document. • Fuel costs for the Police and Public Works Departments increased by $159,000 or 63.27% to support the rising gas prices. • At the time this document was prepared, the City and the Dade County Police Benevolent Association were in the middle of collective bargaining sessions to negotiate a new Collective Bargaining Agreement ("CBA")which will become effective October 1, 2022. FY 2022/23 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. These priorities and goals that the City addresses in the budget, were developed through prior workshops and conversations. 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"). • Continue community outreach initiatives to engage the community in joint problem solving and crime prevention techniques. • Continue to utilize innovative technology throughout the community and with our business partners to prevent, reduce and solve crime. • Expand communications with the public by utilizing social media, community outreach and the Police Department's Community Advisory Panel. v • Increased the Police Department's overtime and events budgets to meet the increased number of departmental sponsored events. 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 121" grade in August 2022 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 27t"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$2,150,800 and $2,625,000, respectively. • Maintain healthy reserves that ensures the City's ability to provide quality services under challenging economic times and to address unforeseen emergencies. • 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 12,000 riders a month and extend service to new developments. • Continue to offer and expand On-Demand Transportation Services. • 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 variety of programming for groups at the Aventura Arts & Cultural Center. • 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 Aventura Youth Council. 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. vi • 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 Advisory 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 2022/23, including all funds, capital outlay and debt service, (net of interfund eliminations) is $64,522,057. This is $3,211,890 or 5.24% more than the prior year. Operating expenditures total $44,371,621, while Capital Outlay expenditures and CIP Reserve total $1,908,025 and $15,790,101, respectively for a total of$17,698,126. Debt Service expenditures total $2,452,310. All Funds Fund Summary by Amount PROPOSED %of FUND AMOUNT BUDGET General Fund $ 58,791,062 87.91% Police Education Fund 5,500 0.01% Transportation &Street Maint. Fund 2,699,500 4.04% 911 Fund 106,800 0.16% DebtService Funds 2,452,310 3.67% Capital Projects Fund 864,407 1.29% Aventura Charter High School Const. Ft - 0.00% Stormwater Utility Fund 1,402,000 2.10% Police Offduty Services Fund 550,000 0.82% Subtotal $ 66,871,579 100.00% Interfund Eliminations (2,349,522) Total $ 64,522,057 All Funds Fund Summary by Percentage 3.67%� 1.29% /-2.10% 0.82Q 0 0.16% 4.04%, 0.01%--------- 87.91% ■General Fund ■Police Education Fund Transport.&Street Maint.Fund ■911 Fund Debt Service Funds Capital Projects Fund Stormwater Utility Fund Police Offduty Services Fund vlll Expenditures by category are as follows: All Funds Expenditure Category Summary by Amount PROPOSED %of CATEGORY AMOUNT BUDGET Personal Services $ 26,834,434 41.59% Contractual Services 10,354,330 16.05% Other Charges/Svcs 6,119,137 9.48% Commodities 813,350 1.26% Other Operating Expenses 250,370 0.39% Capital Outlay 17,698,126 27.43% Debt Service 2,452,310 3.80% Total $ 64,522,057 100.00% All Funds Category Summary by Percentage 3.80% 27.43% 41.59% 9.48% AT 0.39 16.05% 1.26% ■ Personal Services ■ Contractual Services Other Charges/Svcs ■ Commodities Other Operating Exp. Capital Outlay Debt Service The following chart shows a comparison of each department's budget for the past two (2) years. The total budget amount is $3,211,890 or 5.24% more than the previous year, primarily resulting from the increased cost of insurance, contracted labor, materials and supplies, increased building inspection services, personnel changes, enhanced communication services, expansion of on- demand transportation services and increase in community services programming as we return to pre-COVID levels. These increases are offset by the reduction in planned capital outlay expenditures in the coming year as the City continues to benefit from maintaining its equipment in prior years at such a high level as well as American Rescue Plan Act ("ARPA') grant funding. ix All Funds Departmental Budget Comparison INCREASE DEPARTMENT 2021/22 2022/23 (DECREASE) % CHANGE City Commission $ 154,709 $ 220,213 $ 65,504 42.34% Office of the City Manager 764,675 1,428,008 663,333 86.75% Legal 317,000 380,000 63,000 19.87% City Clerk's Office 380,112 402,348 22,236 5.85% Finance 1,121,069 1,137,237 16,168 1.44% Human Resources - 284,919 284,919 100.00% Information Technology 1,154,235 1,230,980 76,745 6.65% Police 22,160,700 23,106,853 946,153 4.27% Community Development 3,107,347 3,705,688 598,341 19.26% Community Services 2,619,012 3,337,799 718,787 27.44% Public Works/Transportation 6,129,180 6,367,507 238,327 3.89% Arts &Cultural Center 886,788 901,444 14,656 1.65% Non-Departmental 1,545,125 1,868,625 323,500 20.94% Subtotal 40,339,952 44,371,621 4,031,669 9.99% Capital Outlay 2,949,177 1,908,025 (1,041,152) -35.30% CIP Reserve 15,563,601 15,790,101 226,500 1.46% Debt Service 2,457,437 2,452,310 (51127) -0.21% Total $61,310,167 $ 64,522,057 $ 3,211,890 5.24% GENERALFUND The General Fund is used to account for resources and expenditures that are available for the City's general operations of City government functions. Revenues The projected revenues in the FY 2022/23 General Fund Budget that are available for allocation total $58,791,062. This is an increase of$3,008,088 or 5.39% 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 $11,368,391,539. This amount is $917,034,881 or 8.77% higher than last year. The ad valorem millage levy for FY 2022/23 is recommended to be 1.7261, which is the same rate adopted last year. This will generate $18,641,832 as compared to last year's amount of $17,138,084. This represents the 27th year without an increase. The budget projection for this category also includes $5,200,000, $1,175,000 and $30,000 in electric, water and gas utility taxes, respectively. In addition, $425,000 in premium taxes, $1,650,000 in unified communications tax and $875,000 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 $7,544,500. This amount is $780,000 or 11.53% more than the prior year's budget primarily due to the anticipated increases in building permit revenue. The category also includes minor increases in revenue derived from electric franchise fees. Intergovernmental Revenues — The projected revenue for this category totals $3,734,676. This amount is $452,000 or 13.77% more than the prior year's budget primarily due to the belief that State Revenue Sharing and Half Cent Sales Tax will recover from their COVID-19 lows. x Charges for Services — The projected revenue for this category totals $2,886,643. This amount is $556,297 or 23.87% more than the prior year's budget due to anticipated increases in programming activity as enrollment rebounds from the negative COVID impact. In addition, a new membership and guest fee was charged in FY 2021/22. The FY 2022/23 is the first year it will be budgeted for. Fines and Forfeitures — The projected revenue for this category totals $1,982,500 and includes revenues derived from county court fines and the intersection safety camera program. This amount is $200,000 or 11.22% more than the prior year's budget primarily due to increased activity and the anticipation of additional revenues due to the addition of a new camera in April 2022. Miscellaneous Revenues — The projected revenue for this category totals $185,000 as we continue to operate in very low interest rate environment. Non-Revenue (Carryover) — This represents a projected available amount of fund balance totaling $14,260,911 that has been utilized in preparing the budget. General Fund Revenues by Source Locally Levied Taxes 15.91% Ad Valorem Taxes 32.05% 111 Licenses&Permits 12.83% Intergovernmental Revenues 6.35% Charges For Services 4.91% Carryover Fines&Forfeitures 24.26% 3.37% Transfers 0.00% Misc. Revenues 0.31% Expenditures The projected expenditures in the FY 2022/23 General Fund Budget total $58,791,062 and are balanced with the projected revenues. The operating expenditures have increased by $3,533,663 or 9.58% as compared to the prior year while total expenditures are $3,008,088 or 5.39% more than the FY 2021/22 amount. Xi General Fund Expenditure Category Summary INCREASE CATEGORY 2021/22 2022/23 (DECREASE) % Change Personal Services $ 24,839,670 $ 26,284,434 $ 1,444,764 5.82% Contractual Services 6,170,559 7,083,330 912,771 14.79% Other Charges/Svcs 5,073,634 6,030,927 957,293 18.87% Commodities 620,800 810,350 189,550 30.53% Other Operating Expenditures 204,085 233,370 29,285 14.35% Subtotal 36,908,748 40,442,411 3,533,663 9.57% Capital Outlay 16,523,571 15,999,129 (524,442) -3.17% Transfer to Funds 2,350,655 2,349,522 (1,133) -0.05% Total $ 55,782,974 $ 58,791,062 $ 3,008,088 5.39% Personal Services Personal Services increased by $1,444,764 or 5.82% compared to the prior year. Additional information is outlined below: Total Number of Employees: 199 • 186 full-time, inclusive of the elected officials (an increase of five (5) positions from the prior year as outlined below). • 13 part-time (a net reduction of three (3) positions as outlined below under General Employees). • 192.5 Full-time Equivalent (FTE) A. General Employees (non-unionized)— General Information: • Reflect a 2% increase, effective October 1, 2022. • Reflect a bonus amount that averages 3% per employee for those employees who have not yet reached their maximum salary range. • Reflect a one-time bonus of $5,000 for full-time employees and $1,000 for part-time employees pro-rated based on the amount of time employed at the City during FY2021/22. The bonuses eligible to be paid out of ARPA grant funds are not included in the budget presented. Number of Employees: 114 • 101 full-time (an increase of four(4) positions from the prior year as outlined below). • 13 part-time (a net reduction of two (2) positions as outlined below). • 107.5 FTE Changes to full-time staff: an increase of four(4) full-time positions as follows: • The Assistant City Manager position is a stand-alone role in FY 2022/23. In the previous year it was held as a dual role titled Assistant City Manager — Finance and Administration which was budgeted in the Finance Department in the previous year. This will now be budgeted in the Office of the City Manager. • The Social Media Specialist position was converted from a part time to a full-time position in FY 2021/22 in the Office of the City Manager. • A budget manager position was added to the Finance department in anticipation of a shift of duties to provide additional support for grant administration, implementation of a new ERP and additional monitoring and duties related to the financial needs of the ACES and DSAHS. xii • A part time park attendant position was converted into a full-time position to provide adequate coverage at the parks. In FY 2021/22, the department experienced continuous turnover and difficulties in retaining part time attendants. Changes to part-time staff: a net reduction of two (2) part-time position as follows: Decreases: • One (1) part-time Social Media Specialist position has been converted to a full-time position in the Office of the City Manager. • As mentioned above one (1) part-time Park Attendant in the Community Services Department has been converted to a full-time position. Comparative Personnel Allocation Summary 2-Year Presentation 2021/22 2022/23 City Commission 7.0 7.0 Office of the City Manager 4.0 5.0 Legal' City Clerk's Office 2.0 2.0 Finance 7.0 7.0 Human Resources"" - 1.0 Information Technology 5.0 5.0 Police 130.0 130.0 Community Development 7.0 7.0 Community Services 23.0 23.0 Public Works/Transportation 8.0 8.0 Arts&Cultural Center' Charter School " 4.0 4.0 Don SofferAventura H.S."' N/A N/A Total 197.0 199.0 ' 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. Human Resources was grouped with Finance lastyear(FY 2021/22) B. Employees covered under a Collective Bargaining Agreement with Dade County Police Benevolent Association ("Agreement")— General Information: • Covers Police Officers and Sergeants. • On October 1, 2022, the City will be entering into the 1st year of a new Agreement. Negotiations have begun at the time this document was prepared. • The new Agreement will expire on September 30, 2025. • The financial considerations of the negotiated Agreement have been incorporated into this budget document. • Effective October 1, 2022, the actuarial determined percentage for City contributions related to the Police Officers' Retirement Plan will be 21.776%. • Reflect a one-time bonus of $5,000 for full-time employees and $1,000 for part-time employees pro-rated based on the amount of time employed at the City during FY2021/22. The bonuses eligible to be paid out of ARPA grant funds are not included in the budget presented. Number of Employees: 85 • 85 Full-time (one detective and one officer was added for FY2022/23 to meet the needs of the department). • N/A Part-time (no change from the prior year). xiii Additional Information: • The number of part-time seasonal Park Attendant hours in the Community Services Department includes approximately $39,000 (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 part-time Park Attendant hourly rate has been increased from $12.50 to $13.50 in order to better attract candidates for these positions, as well as to grow the rate gradually towards the new minimum wage requirement of$15.00/hour by September 30, 2025. • At the time this document was prepared, City staff finalized negotiations with its current carrier for Group Health Plan, Vision Plan and Employee Assistance Program ("EAP"). A 6% increase for these costs has been considered in the development of this document. • 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 throughout the pandemic, they have proven that our workforce can meet any challenge. Operating Expenditures The Contractual Services category is budgeted at $7,083,330 or 12.05% of the General Fund budget. This is an increase of $912,771 over the prior year and is due to increases in contractual costs (i.e., CAP government as explained earlier). The Other Charges/Svcs category is budgeted at $6,030,927 or 10.26% of the General Fund budget. This is an increase of $957,293 from the prior year and is primarily due to anticipated increases in programming activity as enrollment rebounds from the negative COVID impact. A new membership and guest fee was charged in FY 2021/22 and an increase in budget for electric and water utilities as the City has exceeded the budget in these areas in the recent past. The Commodities category is budgeted at $810,350 or 1.38% of the total General Fund budget while the Other Operating Expenses category is budgeted at $233,370 or 0.40% of the total General Fund budget. Capital Outlay General Fund capital outlay projects totaling $1,226,825 that address the City's capital, maintenance and infrastructure needs have been included in the first year of the City's Capital Improvement Program ("CIP") for 2022/23 -2026/27. 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 include: • $17,750 for citywide benches and trash cans • $15,000 for security enhancements at Founders Park • $12,000 for soccer goal sets and nets • $25,000 for a shade shelter for the playground at Founder's Park • $399,125 for computer equipment • $30,000 for police radios • $36,000 to replace police in-car video equipment • $380,000 for police vehicles and $83,000 for associated equipment Transfer to Funds This expenditure category totals $2,349,522 and includes transfers from the intersection safety camera program of $150,000 to both ACES and DSAHS as well as transfers to the debt service funds for principal and interest payments associated with our bank qualified loans. This is consistent with the amounts transferred with the prior year. xiv General Fund Summary of Expenditures by Department INCREASE CATEGORY 2021/22 2022/23 (DECREASE) % Change GENERAL GOVERNMENT City Commission $ 154,709 $ 220,213 $ 65,504 42.34% Office of the City Manager 764,675 1,428,008 663,333 86.75% Legal 317,000 380,000 63,000 19.87% City Clerk's Office 380,112 402,348 22,236 5.85% Finance 1,121,069 1,137,237 16,168 1.44% Human Resources - 284,919 284,919 100.00% Information Technology 1,154,235 1,230,980 76,745 6.65% Total General GOVt 3,891,800 5,083,705 1,191,905 30.63% PUBLIC SAFETY Police 21,507,990 22,454,143 946,153 4.40% Community Development 3,107,347 3,705,688 598,341 19.26% Total Public Safety 24,615,337 26,159,831 1,544,494 6.27% COMMUNITY SERVICES Community Services 2,619,012 3,337,799 718,787 27.44% Public Works/Transportation 3,350,686 3,091,007 (259,679) -7.75% Arts & Cultural Center 886,788 901,444 14,656 1.65% Total Community Sacs. 6,856,486 7,330,250 473,764 6.91% OTHER NON-DEPARTMENTAL Non-Departmental 1,545,125 1,868,625 323,500 20.94% Capital Outlay 16,523,571 15,999,129 (524,442) -3.17% Transfer to Funds 2,350,655 2,349,522 (1,133) -0.05% Total Other Non-Dept. 20,419,351 20,217,276 (202,075) -0.99% TOTAL $ 66,782,974 $ 68,791,062 $ 3,008,088 5.39% Police Finance 38.19% 1.93% r Human Resources 1 City Clerk's Office 0.48% 0.68% Legal 0.65% Community Development 6.30 Information Technolo ---------- 2. Community Services Office of the City Manager 2.43 City Commission 0.37% Transfers Public Works/Trans. 4.02% 5.26% Non-Departmenta Arts&Cultural Center Capital Outlay 3.18% 1.53% 27.21% XV 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 2022/23. 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 $2,699,500 for FY 2022/23. The County Transit System Surtax is estimated to generate $1,600,000. The funds will be used to replace bicycles utilized by our Bicycle Sharing Program and to install new crosswalk solar lighting locations. Operating expenditures for roadway and TVMS maintenance, the citywide bicycle sharing program, the enhanced portion of the transit services and a portion of the on-demand service are budgeted at $2,159,500. Additionally, Carryover— Impact Fees of $401,500 will provide funding for On-Demand Transit Services ($401,500). 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 2022/23, including carryover of$30,600 total $106,800. 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 $2,452,310. 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 qualified 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 through Bank of America. The proposed budget for FY 2022/23 is $1,191,834. 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 2022/23 is $360,476. The original debt was issued in 2002 and was refinanced in 2012 through SunTrust Bank. Debt Service Fund Series 2012 (B) (290) — Established for the construction and equipment of the ACES Charter Elementary School. The proposed budget for FY 2022/23 is $402,788. The original debt was issued in 2002 and was refinanced in 2012 through SunTrust Bank. Debt Service Fund Series 2018 (291) — The original debt was issued in 2018 by BB&T Bank for the partial construction and equipping of the DSAHS. The proposed budget for FY 2022/23 is $497,212. 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 2022/23 is $864,407. 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 xvi cost of $82,700. The fund also includes a capital reserve in the amount of $674,275 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$17,518,469. 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 $1,402,000 for FY 2022/23 and will be utilized to support operating costs of$715,500 and drainage system improvements totaling $686,500. 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 Off-duty Services Fund (620) 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. The proposed budget for FY 2022/23 is anticipated to be $550,000. Summary I am pleased to submit to you this FY 2022/23 budget document which has since been updated from the July 21, 2022 budget review meeting. Its preparation and formulation could not have been accomplished without the dedicated assistance and efforts of all Department Directors and the Finance Director. I am also extremely grateful to the City Commission for their continued support in assuring that this City remains the City of Excellence. Respectfully submitted, Ronald J. as on City Manag xvii CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 Q� i THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK xviii CITY OF AVENTURA ORGANIZATION CHART Residents i City Commission City Attorney City Manager City Clerk Legal Ser.-izes AQminr&tr n Mrnutes BudgebICIF Preparation Recmdr.R-2tention Cusiamer ervice Clercal Svpporl Grgani?ab nal Overught Elecoons Public Safw Cmrnunity Finance Community Development Scrviccs D�p3rtrri Mt DrsparNnent Polic-e Planning Finance+Axoundng Packs Pairal Zoning Purmasmg Special Events C,ornnlWniky Relakons gu,Idmg InSpeCGon$ Fteoreabon Programming Criminal Inveslima fortis Code Enfort*n*nt Aftetir Leaguer, Traffic Enforcement Eoanomic developmerd Community Recreation Censer Emergency Preparedness Occupational Licenses Community Garden Charter School A Cultural Human Information Public 1NarksJ C&rFbIW R sourc Technology Transports#ion Department Department Department Departlmerrl Departrnent Personnel Iniformi3¢on Man$gemenl ROW'1rledian frlawerranne K B School Faality Managemem h4ass transd Don SofiecAMenlura Performing Arig Programming Risk Mlanagemeni communications High School. CommundY FaCihties MairilenaMCe Caprlal Pro)eds 'Wnagernenl Provided tq CSVSA Stornmallar Drainage Mair&nam* Fr plain Ma nagerywt Our Mission Statement 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. xix GOVERNMENT FIRMCE OFFICERS ASSOCIATION Distinguished Budget Presentation Award PkLNENTLDTO lity of Aventu rn Florida For the FiscaL Year Ek-girninS October 01, 2021 - OAA011G. Fxmmdrr Dlrechar 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, 2021. In order to receive this award, a governmental unit must publish a budget document that meets program criteria as a policy document, as a financial plan, as an operations guide, 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. xx CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 � 1 •1 1 INTRODUCTION 1 Community Profile City Facts: Location: Location and Size • 12 miles north of Miami The City of Aventura, (the "City") one of Miami- • 12 miles south of Fort Lauderdale Dade's newest communities, was incorporated on • 1 mile west of the Atlantic Ocean November 7, 1995 and is a young, vibrant, full- service municipality. The City has a diverse Zip Codes: 33180, 33160 demographic base and is recognized Police Force: 92 Sworn Officers /37 Civilians internationally as a premier location in which to live, shop and play. Major Economic Drivers: Retail and Medical The City has a land area of 3.2 square miles and is Number of Businesses: 2,414 home to 38,041 residents. It is located on the Intracoastal Waterway in northeast Miami-Dade Government Structure County and is conveniently located between Miami The form of government used in the City of and Fort Lauderdale, just east of I-95. Aventura, pursuant to its Charter, is a Commission- The northern boundary of the City is the Miami- Manager form of government. Under this form of Dade/Broward County line, the western is the government the City Commission is the legislative Florida East Coast ("FEC") Railroad, the eastern is branch of the government and the City Manager is the Intracoastal Waterway and the southern the executive branch of the government. The City boundary is NE 176t" Street. Commission enacts Ordinances, the laws of the City, adopts Resolutions authorizing actions on behalf of the City, reviews plans for development 'IenteYlcn PertLa�,d� a{c and establishes the policies by which the City is I.^.Y:.rrra L--. • governed. The City Manager is the Chief Executive ` Officer of the City, overseeing the day-to-day Ir � l'Q U5M1I3 operations, administering the City's service �,y,. LOOPer C'Sy providers, preparing long range plans and ': MR I1-wP' HS}�'5R64d implementing the policies established by the City Commission. La lr a Liiuna. i I r 4 �-TF� -r3 -t N' ru' tY The City Commission hires the City Attorney, City Clerk and the City Manager who then hires all NohthMliarMf subordinate employees. a LV art G V1 I.3-91! The City Commission is comprised of seven (7) II t members, including the Mayor and six (6) �+ Yw SCrh Commissioners. L i ens.„�E-1. . _ fa2$ LC.iPy Mimi "Jil-' wcz-t=h�=t�* The Mayor is the ceremonial leader of the City, the Aventura is an upscale condo community with presiding officer at Commission Meetings and is a some of South Florida's best-known large-scale voting member of the Commission, with his/her condominium projects and apartment buildings. vote having no more or less weight than that of any Restaurants, movie theaters and the Aventura Mall other member of the Commission. While the are conveniently located nearby and downtown leading political figure of the City, the Mayor does Fort Lauderdale and Miami are just 20 minutes not bear the responsibility nor has the authority of away. 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 2 Mayor is elected at large to a four-year term and school serves 1,032 Aventura schoolchildren may reside in any area of the City. from kindergarten to 81" grade. • In 2010, the City's Arts & Cultural Center City Commissioners each have the same authority opened and has provided numerous and ability to bring, discuss and vote on matters performing arts and cultural events for all age before the Commission. The position of groups in the community. Commissioner is considered to be "part-time" and • Three (3) years ago, the City completed not an employee of the City. construction of the Don Soffer Aventura High School which opened in August 2019. In For election purposes, the City is divided by the August 2022, it is anticipated that 800 91n 10th William Lehman Causeway into two (2) areas. The 11t" and 12t" grade students will attend the City Charter requires that two (2) Commissioners School. reside in the northern area, two (2) Commissioners reside in the southern area and two (2) Privatized/Contracted City Services Commissioners and the Mayor shall be elected The City has adopted a model of privatizing many without regard to residence in any particular area. service areas of its operations over the years. This model has served us well by providing for a more The City Commission is committed to providing cost effective service delivery system, as quality municipal services at the lowest possible compared to the traditional government structure. cost. The City's operating departments include the We are firm in our knowledge that we must City Commission, Office of the City Manager, continue to remain prudent and conservative in our Legal, City Clerk's Office, Finance, Information financial management of the City while at the same Technology, Police, Community Development, time maintain the high standard of providing Community Services, Public Works/Transportation, services to the community. Arts & Cultural Center, Non-Departmental, Charter School and the Don Soffer Aventura High School. A list of the Privatized/Contracted City Services can be found on the bottom of page 20. Always progressing... Since the City's incorporation, millions of dollars Incorporation Accomplishments have been spent on infrastructure improvements ❖ Highly Visible Police Department, Low including streets, sidewalks, lighting, park Crime Rate development, beautification projects, drainage, ❖ Strong and Growing Economic Base pedestrian and safety improvements. Some of ❖ Lowest Tax Rate— No Increase for the these improvements include: Past 26 Budgets • A state-of-the-art Government Center provides ❖ New Parks and Recreational Opportunities a one-stop-shop for its residents and houses for All Age Groups all governmental operations, including ❖ Citywide Shuttle Bus Service— Ridership Commission Chambers, Police Station and Continues to Expand administrative offices. ❖ Road and Safety Improvements—Traffic • A Community Recreation Center situated on Lights, Sidewalks 2.8 acres of land in a park like setting on the ❖ New Land Development Regulations— waterfront. This 25,000 square foot facility Control Over Zoning includes a gym, meeting rooms, computer lab, ❖ Citywide Beautification Program— Bus exercise and aerobic facilities. Shelters and Benches • The first municipal-run charter school in Miami- ❖ High Landscape and Roadway Dade County. In order to address the growing Maintenance Standards number of families with school age children, ❖ Reduced Costs to Citizens— City's the City Commission chose to take an Assumption of roads, landscaping and bus aggressive approach to meet its changing service demographics. Doors opened to the Aventura ❖ "A" rated Charter School City of Excellence School in the fall of 2003 ❖ Community Recreation Center which is adjacent to the Community Recreation ❖ Government Center Center. The 84,000 square foot state-of-the-art ❖ Arts & Cultural Center 3 e k7, y _" . ❖ The opening of the Don Soffer Aventura High School in August 2019 ❖ The offering of On-Demand Transportations Services - 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 Budget Procedures and Process of the City's destiny. Since incorporation, a great deal of progress has been made to accomplish the Budget System goals of incorporation with the creation of our own The City of Aventura uses the Budgeting by police force, new and expanded parks and Objectives Process in the formulation of its budget. recreation opportunities and citywide beautification Departmental Budgets include a Recap page that projects. Aventura is governed by a commission- contains the Department Description and manager form of government, combining the Personnel Allocation Summary and Organization political leadership of its elected officials with the Chart. Each department also includes an executive experience of its City Manager. This Objectives page and a Budgetary Account structure is vastly different from that of other local Summary. The Objectives page presents a review governments, emulating the private sector by of the department objectives and privatizing services and emphasizing customer performance/workload indicators. The Budgetary service based on the following principles: Account Summary provides expenditure detail and • Prompt response to citizen requests. a comparison of current and previous year's expenditures. The Budgetary Process is intended • One-stop service for permits and business to be very valuable in communicating with the City licenses.• Commitment to public involvement. Commission and the City's residents. • Utilization of"Electronic Government" to Basis of Budgeting provide service and information. The Basis of Budgeting refers to the method used to • Commitment to hiring only the most determine when revenues and expenditures are qualified and highly motivated employees. recognized for budgetary purposes. Budgets for • Limiting the number of employees by governmental funds are adopted on a basis that is privatizing or contracting with the private consistent with Generally Accepted Accounting sector for many services. Principles ("GAAP") which require recognition of • A professional, businesslike manner at all transactions or events on a modified accrual basis times. of accounting. This basis of accounting recognizes • An emphasis on quality not quantity. increases and decreases in financial resources only • A high quality of life for citizens, to the extent that they reflect near-term inflows or businesses and visitors. outflows of cash. The City of Aventura's budget • A safe and secure environment to live and follows "GAAP" for budgeting purposes and its work. budgeting basis is modified accrual. • Low taxes. • Establishing a small number of operating Budget Process departments that work closely with the The City's fiscal year begins on October 1st and community. 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 4 Proposed Operating and Capital Budget for the The entire budget process encompasses coming year no later than July 15t" of each fiscal approximately five (5) months of the fiscal year. year. The preliminary millage rate is based on the During this period, meetings were held with certified taxable value. The appropriations Department Directors, the City Commission and contained in the proposed recommendation shall the public to insure representative input. The not exceed the funds derived from taxation and budget calendar that follows details the actions other revenue sources. taken during the budget process. The City's Budget process began in April with a Budget Adoption staff meeting between the City Manager and The budget is approved via Ordinance at two (2) Department Directors to review budget philosophy public meetings scheduled for September and develop overall goals and objectives. conducted by the City Commission. The adopted Anticipating the rest of the current fiscal year and budget is integrated into the accounting software looking at the upcoming fiscal year, Directors system effective October 1st review the needs of their respective departments based on the community at large. The statistics Budget Control/Monitoring and demographics of Aventura are used to for Funds appropriated in the Budget may be expended example assist with the programming and staff by and with the approval of the City Manager in levels in the Community Services Department. accordance with the provisions of the City Charter and applicable law. Funds of the City shall be The Finance Department prepares the budgets for expended in accordance with the appropriations the Departments to enter the upcoming fiscal year provided in the Budget and shall constitute an amounts into. In the month of April, Department appropriation of the amounts specified therein. Directors update their respective budgets for the Supplemental appropriations or the reduction of upcoming fiscal year as well for submission to the appropriations, if any, shall be made in accordance Finance Department for review. During this time with Section 4.07 of the City Charter. period, the revenue estimates are prepared by the Finance Department. In May, the budgets for the The Budget establishes a limitation on expenditures City are given to the City Manager and meetings by department total. Said limitation requires that the conducted between the City Manager, the Finance total sum allocated to each department for operating Department and the Departments. During that and capital expenses may not be increased or process, Departments can explain their requested decreased without specific authorization by a duly- budgeted numbers and additions and/or deletions enacted Resolution/Ordinance affecting such to those requests are done by the Finance amendment or transfer. Therefore, the City Manager Department. The budgets are balanced by the may authorize transfers from one individual line item Finance Department and printed and distributed account to another, so long as the line item accounts throughout the City for the City staff and are within the same department and fund. Commission for the budget workshop in July. • The "Personnel Allocation Summary" Any changes the Commission makes at the enumerates all authorized budgeted positions. workshop are entered into the budget thereafter However, the City Manager may amend said and balanced. An updated budget is prepared authorized budgeted positions in order to ahead of the September hearings. After the first address the operating needs of the department hearing in September, the budget ad along with the so long as sufficient budgeted funds are notice of tax increase ad is prepared by the available. Finance Department for publication in the newspaper before the second hearing in The budget is continually monitored to track accordance with State of Florida TRIM guidelines. variances between actual and budgeted amounts. Once the second hearing takes place and the Significant variances are investigated and millage and budget are adopted, the budget award monitored for corrective action. Quarterly review is submitted to the Government Finance Officers meetings are held with the Assistant City Manager Association (GFOA) for review. — Finance and Administration and City Manager. 5 Encumbrances do not constitute expenditures or modified accrual accounting when the related fund liabilities in the current year, but instead are liability is incurred. Exceptions to the general rule defined as commitments related to unperformed are principal and interest on general long-term debt contracts for goods or services, which are only which is recognized when due. reported in governmental funds. The City applies all applicable Governmental Budget Amendment Accounting Standards Board ("GASB") Upon the passage and adoption of the budget for the pronouncements as well as the following City of Aventura, if the City Manager determines that pronouncements issued on or before November the department total will exceed its original 30, 1989, unless those pronouncements conflict appropriation, the City Manager is authorized to with or contradict GASB pronouncements: prepare such Resolutions/Ordinances for Financial Accounting Standards Board ("FASB") consideration by the City Commission as may be statements and interpretations, Accounting necessary and proper to modify any line item from Principles Board ("APB") opinions and Accounting the Budget. Research Bulletins ("ARBs"). The Budget Amendment Process will differ as to During June 1999, the GASB issued Statement form depending on whether or not the original No. 34. This statement established new accounting budget appropriation is exceeded as follows: and financial reporting standards for state and local governments, which have been appropriately • Any change or amendment to the budget that implemented by the City. will increase the original total appropriated amount can only be accomplished with the Fund Structure preparation of an Ordinance requiring two (2) The accounts of the City are organized and public hearings and approval by the City operated on the basis of funds and account Commission. groups. A fund is an independent fiscal and accounting entity with a self-balancing set of • Any change or amendment to the budget which accounts. Fund accounting segregates funds transfers monies within a fund but does not according to their intended purpose and is used to increase the total appropriated amount can be aid management in demonstrating compliance with accomplished with the preparation of a the finance-related legal and contractual Resolution. This does not require a public provisions. The minimum number of funds is hearing, however, approval by the City maintained consistent with legal and managerial Commission is still necessary. requirements. Account groups are a reporting device to account for certain assets and liabilities Basis of Accounting of the governmental funds not recorded directly in Basis of Accounting refers to the time period when those funds. The following governmental funds revenues and expenditures are recognized in the have annual appropriated budgets: accounts and reported on the financial statements. Basis of accounting relates to the timing of the Government Fund Types measurements made, regardless of the The General Fund is the City's primary operating measurement focus applied. fund. It accounts for all financial resources of the City, except those required to be accounted for in The accrual basis of accounting is followed for the another fund. Resources are derived primarily from proprietary fund types. The modified accrual basis ad valorem taxes, utility taxes, franchise fees, of accounting is followed in the governmental fund intergovernmental revenues and charges for types and the expendable trust funds type. Under services. Expenditures are incurred to provide the modified accrual basis of accounting, revenues general government, public safety, community are recorded when susceptible to accrual, that is, development and community services. when they are both measurable and available. Available means collectible within the current period Special Revenue Funds account for revenue or soon enough thereafter to pay current liabilities. sources that are legally restricted to expenditures Expenditures are generally recognized under the of specific purposes (excluding pension trusts and 6 major capital projects). Included in the budget are The Police Offduty Services Fund was established the following special revenue funds: to account for revenues and expenditures associated with services provided by offduty Police • Police Education Fund (110) Officers in private customer details to the various • Transportation & Street Maintenance Fund businesses and condominium associations. (120) Included in the budget is the following: • 911 Fund (180) • Police Offduty Services Fund (620) The Debt Service Funds account for the servicing of general long-term debt and are comprised of the Proprietary Funds following funds: The Enterprise Fund is used to account for operations that are financed and operated in a • Debt Service Fund Series 2010 & 2011 (230) manner similar to a commercial enterprise, where • Debt Service Fund Series 2012 (A) (250) the intent of the governing body is that the costs of • Debt Service Fund Series 2012 (B) (290) providing goods or services to the general public • Debt Service Fund Series 2018 (291) on a continuing basis be financed or recovered primarily through user charges, or where the The Capital Projects Funds accounts for the governing body has decided that periodic acquisition and/or construction of major capital determination of the revenue earned, expenses projects funded by impact fees or other revenues incurred, and/or net income is appropriate for earmarked for specific projects. Included in the capital maintenance, public policy, management budget is the following Capital Projects Funds: control, accountability or other purposes. Included in the budget is the following Enterprise Fund: • Capital Projects Fund (392) • Stormwater Utility Fund (410) City of Aventura Budgeted Funds and Street Fund Governmental Funds ProprIetary Fund x 7 . c cu e f z . ax 0- 0 z e 6 c / $ x x x x x x x x x x x x e 2 _ D 2 £ e . E cu t _ \ x f % $ 2 .» . % * § / 00 6 c . x cu 2 cu \ 2 f � . 2 . c 2 \ _ CD x x x x x x x x x x x x x 2 2 e 6 k Eru y / \ k § z x / cuk « cm / E / — � g, E F. { / m 2 _c_ e 3 - a) 0- « / / 0 o \ k w $ \ / E » » 8 � § r ■ t y t § # ± \ d E § f 3 k 7 \ Funds Excluded from the Adopted Budget Don Soffer Aventura High School ("DSAHS") American Rescue Plan Act ("ARPA") (101) Charter High School Fund (191) • As part of the American Rescue Plan Act The DSAHS is a tuition-free public charter (ARPA), the U.S. Department of the high school that opened in August 2019 to Treasury launched the Coronavirus State 200 91" grade students. In August 2020 101n and Local Fiscal Recovery Funds, which grade was added bringing the total provides $350 billion in emergency funding enrollment to 415 students. In August 2021, for eligible state, local, territorial, and tribal the 11t" grade will be added bringing the total governments. The intent of these funds is enrollment to 620 students and in August to aid and assist eligible governmental 2022 the 121" grade will be added to bring entities in recovery efforts resulting from total projected enrollment to 800 students. the economic fallout of the COVID-19 pandemic. All funds must be obligated by The City has entered into a separate December 31, 2024, and expended by management agreement with CSUSA to December 31, 2026. provide the services necessary to organize, manage, staff, operate and maintain the Aventura Charter High School Construction Fund DSAHS. The current year operating budget is (393) accounted for in a separate special revenue • The Aventura Charter High School fund and was prepared by CSUSA in Construction Fund was established to collaboration with the City's professional account for the funding sources and uses staff. related to the construction and quipping of the Don Soffer Aventura High School. As of Both ACES and the DSAHS have July 1 — September 9, 2021, the remaining June 30 fiscal years. Their budgets are expenditure being funding from this Fund adopted separately from each other and was completed. apart from the City, by the Commission in May of each year. Aventura City of Excellence School ("ACES") Charter School Fund (190) Blended Component Units • The City owns and operates a charter K-8 The financial reporting entity consists of the City, school which is accounted for in a separate organizations for which the City is financially special revenue fund. The City previously accountable and other organizations for which the entered into an agreement with Charter nature and significance of their relationship with Schools USA ("CSUSA") to provide the City are such that exclusion would cause the administrative and educational services to reporting entity's financial statements to be ACES. misleading or incomplete. The City is financially accountable for a component unit if it appoints General ® ® a voting majority of the impose it on' l governing board and it is able to impose its will on that organization or there is a potential for ® ® - the organization to provide specific financial benefits to, or impose specific financial burdens on the City. ` Blended component units are separate legal entities that meet the component unit criteria described above and whose governing body is the same as, substantially the same as, or appointed by the City Commission and the component unit provides services (financial benefit) entirely to the City. Currently, the City In Operating` has one blended component unit: Don Soffer In Each Schccl' Budget ACFR Aventura High School Foundation, Inc. (the trade-offs of expenses or revenues at the "Foundation"). same time. This applies to personnel, equipment and any other peripheral In June 2019, the City Commission approved expenses associated with the service. Resolution No. 2019-29, which approved the 3. The City shall continue to support a articles of incorporation for the creation of the scheduled level of maintenance and Foundation. The Foundation was created as a replacement of its infrastructure. Florida not-for-profit 501(c)(3) corporation which 4. The City shall support capital expenditures may seek and find contributions for the that reduce future operating costs. improvement and operation of the Don Soffer Aventura High School Fund (a special revenue Capital Budget Policies fund of the City). The Foundation is governed by a 1. Each year, the City prepares a five-year Board of Directors that are approved by the City capital improvement program ("CIP") Commission. Separate financial statements of the analyzing all anticipated capital blended component unit are not issued. 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 Financial Policies replacement costs. The budget will provide for the adequate maintenance and the The City's financial policies, compiled below, set orderly replacement of the capital forth the basic framework for the overall fiscal equipment from current revenues wherever management of the City. Operating independently possible. of changing circumstances and conditions, these 3. The City will provide sufficient funds to policies assist the decision-making process of the replace and upgrade equipment as well as City Manager and City Commission. These policies to take advantage of new technology provide guidelines for evaluating both current thereby ensuring that employees have safe activities and proposals for future programs. and efficient tools to provide their service. It reflects a commitment to further automation Most of the policies represent long-standing and use of available technology to improve principles; traditions and practices that have productivity in the City's workforce. The guided the City in the past and have helped objective for upgrading and replacing maintain financial stability over the last 27 years. equipment includes: (1) normal They are reviewed annually as a decision-making replacement as equipment completes its tool and to ensure their continued relevance in an useful life, (2) upgrades to new technology, ever-changing environment. and (3) additional equipment necessary to service the needs of ACES and the Operating Budget Policies DSAHS. 1. The City will maintain at a minimum, an 4. The City will use the following criterion to accessible cash reserve equivalent to eight evaluate the relative merit of each capital (8)weeks of operating costs. project. Capital expenditures will foster 2. No new or expanded services shall be goals of: implemented without a corresponding a) Projects specifically included in an revenue source or the implementation of approved replacement schedule. 10 b) Projects that reduce the cost of 17. The City will strive to maintain an operations. unreserved General Fund balance at a c) Projects that significantly improve level not less than 10% of the annual safety and reduce risk exposure. General Fund revenue. 5. The classification of items as capital or 18. If new project appropriation needs are operating will be determined by two (2) identified at an interim period during the criteria - cost and frequency. Generally, a fiscal year, the funding sources will be capital project has a "useful life" of more identified and mid-year budget than one (1) year and a value of $5,000 or amendments will be utilized to provide more. formal budgetary authority. In addition, 6. The City will coordinate development of the budget amendments may be utilized to CIP with the development of the operating increase appropriations for specific capital budget. Future operating costs associated projects. with new capital improvements will be projected and included in the operating Revenue Policies forecasts. 1. The City will attempt to maintain a 7. The first year of the five-year CIP will be diversified and stable revenue system as a used as the basis for formal fiscal year shelter from short-run fluctuations in any appropriations during the annual budget single revenue source. process. 2. The City will attempt to obtain new revenue 8. The City will maintain all of its assets at a sources as a way of ensuring a balanced level adequate to protect the City's capital budget. investment and to minimize future 3. The City will review fees/charges annually maintenance and replacement costs. and will design or modify revenue systems 9. The City will identify the estimated cost of to include provisions that automatically capital projects and prepare a funding allow charges to grow at a rate that keeps projection that considers revenues and pace with the cost of providing the service. operating costs to be included in the CIP document that is submitted to the City Cash Management/Investment Policies Commission for approval. 10. The City will determine the most On February 7, 2019, the City Commission re- appropriate financing method for all new adopted, by Resolution, Chapter 6.6 of the projects. Administrative Policy Directives and Procedures 11. If appropriate, the City will attempt to Manual, entitled "Investment Objectives and maintain a mixed policy of pay-as-you-go Parameters" as the City's Investment Policy for the and borrowing against future revenues for Management of Public Funds. The Policy was financing capital projects. adopted in accordance with Section 218.415, F.S., 12. The City will maintain ongoing and its underlying objective is to properly manage maintenance schedules relating to road, and diversify the City's investments to ensure: sidewalk and drainage system improvements. 1. Safety of Capital 13. The City will address and prioritize 2. Liquidity of Funds infrastructure needs on the basis of 3. Investment Income protecting the health, safety and welfare of the community. The purpose of this policy is to set forth the 14. A CIP preparation calendar shall be investment objectives and parameters for the established and adhered to. 15. Capital projects will conform to the City's management of public funds of the City. These policies are designed to ensure the prudent Comprehensive Plan. management of public funds, the availability of 16. Long-term borrowing will not be used to operating and capital funds when needed and a fund current operations or normal competitive investment return. This investment maintenance. policy applies to the investment of public funds in excess of amounts needed to meet current 11 expenses, which includes cash and investment balances of City funds. b) Prepaid Expenditures The Prepaid Expenditures Fund Balance A Complete list of the City's investment categories Reserve is established to indicate those may be found in ("APPENDIX B") entitled amounts relating to prepaid expenditures Authorized Investment Summary Table. that are not in a spendable form. Fund Balance Policies Fund Balance — Restricted Includes amounts that can be spent only for the specific purposes stipulated by external resource The City hereby establishes and will classify providers (e.g., creditors, grant providers, reservations of General Fund, Fund Balance, as contributors or laws or regulations of other defined herein, in accordance with GASB governmental entities), constitutionally, or through Statement No. 54 Fund Balance Reporting and enabling legislation (that is, legislation that creates Governmental Fund Type Definitions. This policy a new revenue source and restricts its use). shall primarily apply to the City's General Fund. Effectively, restrictions may be changed or lifted Fund Balance shall be composed of only with the consent of resource providers and nonspendable, restricted, committed, assigned and when they are legally enforceable. unassigned amounts. Fund Balance information is primarily used to Fund Balance —Committed identify the available resources to repay long-term Includes amounts that can be used only for the debt, fund capital improvements, stabilize property specific purposes as established by the adoption of tax rates, or enhance the City's financial position, this policy and the annual budget ordinance by the in accordance with policies established by the City City Commission. Commitments can only be Commission. removed or changed by taking the same action Fund Balance Definitions and Classifications that originally established the commitment (e.g., an ordinance). Fund Balance — refers to the difference between Committed Fund Balance remains binding unless assets and liabilities reported in a governmental removed in the same manner in which it was fund. Listed below are the various Fund Balance established. The action to impose the limitation on categories (in order from most to least restrictive). resources needs to occur prior to the close of the fiscal year, although the exact amount may be Fund Balance — Nonspendable determined subsequently. Contractual obligations Includes amounts that are not in a spendable form should be incorporated to the extent that existing (e.g., inventory) or are required, either legally or resources in the fund have been specifically contractually, to be maintained intact (e.g., committed for use in satisfying those contractual principal of an endowment fund). obligations. Encumbrances may be reported as Examples include: committed. • Inventory • Prepaid Expenditures The City hereby establishes the following • Long-Term Portion of Receivables Committed Fund Balance Reserves in the General • Corpus of a Permanent Fund Fund: a) Capital Reserve The City hereby establishes the following The Capital Fund Balance Reserve is Nonspendable Fund Balance Reserves in the committed by the City Commission as set General Fund: forth in the annual budget ordinance (and any amendments thereto) to be utilized in a) Inventory Reserve future years to fund various capital needs. The Inventory Fund Balance Reserve is established to indicate those amounts relating to inventories that are not in a spendable form. 12 b) Hurricane/Emergency Recovery a fund balance deficit, then it will be reported as a Operating Reserve negative amount in the unassigned classification in The Hurricane/Emergency Recovery that fund. Positive unassigned amounts will be Operating Fund Balance Reserve is to be reported only in the General Fund. The Minimum maintained by the City Manager at a Level of Unassigned Fund Balance of the General minimum level of $5,000,000 for the Fund, at the beginning of each fiscal year, shall not purposes of responding to and providing be less than 10% of the annual General Fund relief and recovery efforts to ensure the revenue. In any fiscal year where the City is unable maintenance of services to the public to maintain this 10% minimum reservation of fund during hurricane/emergency situations. balance as required in this section, the City shall Such emergencies include, but are not not budget any amounts of unassigned fund limited to hurricanes, tropical storms, balance for the purpose of balancing the budget. In flooding, terrorist activity and other natural addition, the City Manager will make every effort to or man-made disasters. Additional funds reestablish the minimum Unassigned Fund may be appropriated when necessary via a Balance in a 24 — 36 month period beginning with budget amendment ordinance. This the year from which the reserve funds fell below Reserve may not necessarily be the 10% threshold. established in the annual budget. In the event these funds are utilized, they should Spending Order of Fund Balance be replenished in order to prepare for The City uses restricted amounts to be spent first possible future events. The City will make when both the restricted and unrestricted fund every effort to replenish this reserve over a balance is available unless there are legal five-year period beginning with the documents/contract that prohibit doing this, such completion of recovery from the event for as in grant agreements requiring dollar for dollar which the reserve funds were used. spending. Additionally, the City would first use committed fund balance, followed by assigned fund Fund Balance—Assigned balance and then unassigned fund balance when Includes amounts that the City intends to use for expenditures are incurred for purposes for which specific purposes or projects as authorized by the amounts in any of the restricted fund balance City Manager. In governmental funds other than classification could be used. Open encumbrances the General Fund, assigned fund balance at the end of the fiscal year may only be classified represents the amount that is not restricted or as committed or assigned, depending on at what committed. This indicates that resources in other level of authorization originally established them. governmental funds are, at a minimum, intended to be used for the purpose of that fund. An Annual Review and Determination of appropriation of existing fund balance to eliminate Fund Balance Reserve Amounts a projected budgetary deficit in the subsequent The City Manager shall issue a report on an annual year's budget in an amount no greater than the basis to the City Commission outlining compliance projected excess of expected expenditures over with the fund balance policy expected revenues satisfies the criteria to be classified as an assignment of fund balance. Accounting, Auditing, and Encumbrances resulting from issuing purchase Financial Reporting Policies orders as a result of normal purchasing activities An independent audit will be performed annually. approved by appropriate officials may be reported The City will produce annual financial reports in as assigned. accordance with GAAP as outlined by the GASB. Fund Balance— Unassigned Financing Programs and Debt Administration Unassigned fund balance for the General Fund includes all amounts not contained in the other The City currently has four (4) outstanding long- classifications. Unassigned amounts are the term debt issues. At September 30, 2022, the portion of fund balance which is not obligated or projected aggregate outstanding principal balance specifically designated and are generally available will be $16,880,000. for any purpose. If another governmental fund has 13 Debt Service Fund Series 2010 & 2011 (230) approximately $368,000 and $411,000 for Debt Due to a very favorable interest rate environment, Service Funds 250 and 290, respectively per year in September of 2010, the City issued a partial over the 15-year life of the obligation. The interest advance refunding of the original Series 1999 rate is locked at 2.65%. Revenue Bonds with a Bank Loan (described below) that resulted in a more than $1.1 M NPV Debt Service Fund Series 2018 (291) savings over the life of the loan. The remaining The Series 2018 Revenue Bonds are bank portion of the original Series 1999 Revenue Bonds qualified debt, secured solely by a covenant to was refunded in February of 2011 and resulted in a budget and appropriate the required debt service nearly $530,000 NPV savings over the life of its payments each year. This loan is structured the loan. same as a serial bond issue with principal and interest payments due on February 1st and August The Series 2010 Revenue Bonds are bank 1 st of each year with the final maturity on August 1, qualified debt, secured solely by a covenant to 2038. Debt service requirements average budget and appropriate the required debt service approximately $497,000 per year over the 20-year payments each year. This loan is structured the life of the obligation. The interest rate is locked at same as a serial bond issue with principal 3.68%. payments due on April 1st and semi-annual interest payments due on April 1st and October 1st of each Debt Policy and Administration year with the final maturity on April 1, 2029. Debt The City has established an informal policy service requirements average approximately regarding the utilization and management of debt $751,000 per year over the 19-year life of the instruments. Debt is used for a variety of purposes. obligation. The interest rate is locked at 3.42%. The principal use of debt by the City has been for making capital expenditures. This informal policy The Series 2011 Revenue Bonds are bank was formed to establish criterion and procedures qualified debt, secured solely by a covenant to for the issuance of debt financing by the City. This budget and appropriate the required debt service Debt Policy supports the commitment of the City payments each year. This loan is structured the Commission, management, staff and other same as a serial bond issue with principal decision makers to adhere to the sound financial payments due on April 1st and semi-annual interest management practices including full and timely payments due on April 1st and October 1st of each repayment of all borrowings and achieving the year with the final maturity on April 1, 2029. Debt lowest possible cost of capital. service requirements average approximately $406,000 per year over the 19-year life of the 1. General obligation. The interest rate is locked at 3.64%. a) The City will analyze all funding alternatives in order to minimize the Debt Service Fund Series 2012 (A) (250) & impact of debt structures on the Series 2012 (B) (290) taxpayers. Due to a very favorable interest rate environment, b) The City may utilize debt to refinance in June of 2012, the City refunded the original current debt or for the acquisition, Series 2002 Revenue Bonds with a Bank Loan construction or remodeling of capital (described below) that resulted in a more than improvement projects that cannot be $2.5M NPV savings over the life of the loan. funded from current revenue sources or in such cases wherein it is more The Series 2012 Revenue Bonds are bank equitable to the user of the project to qualified debt, secured solely by a covenant to finance the project over its useful life. budget and appropriate the required debt service payments each year. This loan is structured the 2. Debt Structure same as a serial bond issue with principal The City may consider the use of credit payments due on August 1st and semi-annual enhancements (letters of credit, bond interest payments due on February 1st and August insurance, surety bonds, etc.) when such 1st of each year with the final maturity on August 1, credit enhancements process cost 2027. Debt service requirements average effective. 14 Commission considers the asset's useful life and 3. Issuance of Obligations current economic conditions, to determine the a) The City may retain an independent appropriate type of financing instrument. financial advisor for advice on debt structuring and marketing debt Cash Management issuances. b) The City may also retain independent Pooled Cash bond counsel and disclosure counsel The City maintains a pooled cash account for all for legal and procedural advice on all funds, enabling the City to invest large amounts of debt issuances. idle cash for short periods of time and to optimize c) As necessary, the City may retain other earnings potential. Cash and cash equivalents service advisors, such as trustees, represents the amount owned by each City fund. underwriters and pricing advisors. Interest earned on pooled cash and investments is d) Any process utilized to select allocated monthly based on cash balances of the professional service providers in respective funds. Investments are reported at their connection with the City's debt program fair value based on quoted market prices as shall be in conformance with City reported by recognized security exchanges. purchasing policies, procedures and requirements. Investment Categories Cash, Cash Equivalents and Investments 4. Maturity of the Debt This investment category consists of cash and Bonds will generally not have more than short-term investments with original maturities of thirty (30) year duration. three (3) months or less when purchased, includes cash on hand, demand deposits and investments 5. Payment of Debt with the Florida SBA Pool. Pre-authorized electronic payments are Operating Account utilized to ensure that all debt related The City's operating funds are currently in a Full payments are made and received in a Analysis Public Funds Account. This account earns timely manner. a combination of credit against our analysis Debt Limit charges in addition to interest income. At June 30, Although the City Charter makes no reference to 2021, the City's funds were collateralized limitations in establishing debt (i.e., debt limit), the according to the Qualified Public Depository City has limited its borrowing to prudent levels that program, where banks are required to maintain are able to be satisfied with existing revenue and collateral amounts with the Florida Pool. cash flow projections. The City utilizes debt Florida SBA Pool ("Florida Prime") financing on large expenditures for capital projects Florida Prime is a 2a7-like pool and the value of or purchases that may be depreciated over their the City's position is the same as the value of the useful lives. By using debt financing, the cost of the pool shares and is recorded at amortized cost. expenditure is amortized over its useful life allowing the expenditure to be matched against Investments under Management revenue streams from those receiving the benefits. In May of 2009 the City contracted with an When establishing debt, there are a number of Investment Manager to manage a portion of the factors that must be considered in the process. City's investment portfolio in accordance with our These factors include the long-term needs of the Investment Objectives and Parameters Policy. The City utilizes a 3rd- Party Custodian for all of the City and the amount of resources available to repay the debt. There are different ways for a City City's investments under the direction of our ve I to achieve debt financing. The City may obtain a Investment Manager. bank loan, issue special revenue bonds or ask the residents to approve a ballot item authorizing the issuance of general obligation bonds. The 15 Purchasing Policy and Administration approval, provided that three (3) quotes are obtained. The purchasing process involves the act and 3. Purchases > $50,000 function of responsibility for the acquisition of Except as exempted by sections 2-253 and equipment, materials, supplies and services 2-256, shall be awarded by the City arriving at a fair and reasonable price and terms, Commission after formal competitive preparing the contract or purchase order, and Bidding, (e.g., Request for Proposal following up to ensure timely delivery. Our goal is [RFP]). to promote the City's best interest through planning, evaluation and selection of vendors in Risk Management order to obtain cost effective and efficient goods and services. The Finance Department via the Purchasing Agent is to conduct all purchasing The City maintains an insurance policy through the activities in a manner that is conducive to building Florida Municipal Insurance Trust for general and maintaining a professional relationship with liability, automobile, property, flood, workers' vendors while buying the goods and services compensation coverage and other miscellaneous required at the lowest possible cost to the City. insurance coverages for City-owned or leased facilities and equipment. The liability limit under Objectives this policy is $5,000,000. 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. * t 1. 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. 2. 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 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 THE REST OF THIS PAGE HAS City. INTENTIONALLY BEEN LEFT BLANK 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 16 DEMOGRAPHICS AND MISCELLANEOUS STATISTICS FISCAL YEAR 2022123 Date of Incorporation: November 7, 1995 Form of City Government: Commission — Manager Area: 3.2 Square Miles Population per State Estimate'): 40,371 Ethnic Distribution(4): White (Non-Hispanic) 51.9% African American 2.2% Hispanic 42.3% Other 3.6% Age Distribution(4): Under 18 16.5% 19-64 54.9% 65+ 28.6% Average Household Size: Average Household size(4) 2.08 Average Family size(2) 2.66 Housing Occupancy: Total housing units(2) 26,120 Owner occupied housing units(4) 64.6% Renter occupied housing units(4) 35.4% Seasonal, recreational and vacant housing units(2) 8,228 Full-Time Employees: 177 Public Tennis Courts: 3 Public Facilities Located within Corporate Limits: Public Recreation Centers: 1 Public Parks: 7 Public Schools: - Open Space Recreation (acres): 32 Arts & Cultural Center: 1 Charter Schools: 2 Public Libraries(3): 1 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, 2021 (2) U.S. Census Bureau, Profile of General Demographic Characteristics: 2010 for Aventura, Florida (3) Operated by Miami-Dade County (4) U.S. Census Bureau, QuickFacts Aventura City, Florida as of July 1, 2021 17 BUDGET PREPARATION CALENDAR FISCAL YEAR 2022/23 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 9 City Manager Electronic spreadsheets are delivered to Department Directors with updated budget preparation directives. April 12 All Department Directors Completed budget estimates are submitted to to City Manager the City Manager. Revenue estimates May 7 Finance Department are prepared. May 7 Finance Department Completion of non-General Fund budgets to to City Manager include totals of all revenues and May 28 expenditures submitted to City Manager. June 1 City Manager Conducts departmental budget review to Finance Director meetings, balances budget and prints June 18 budget document. July 17 City Manager City Manager's recommended budget document and message are submitted to City Commission. July 21 City Commission Budget Review Meeting, adopt tentative ad City Manager valorem rate to transmit to County for notification purposes. September 13* City Commission First reading on budget and ad valorem tax rate ordinances. September 22* City Commission Second reading on budget, ad valorem tax rate ordinance and Public Hearing. September 24 Finance Director Documents transmitted to Property 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. 18 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 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 11,012,770,618 286,759,608 (559,343,594) 10,740,186,632 2021 2020 10,835,195,692 309,145,157 (594,123,975) 10,550,216,874 2022 2021 10,775,110,254 301,043,151 (624,796,747) 10,451,356,658 Note: (1) Florida Law requires that all property be assessed at current fair market value. Taxable Assessed Value (in billions) $12 h °b $10 O� r • �g. $9a' •. 4-1 $8 � r $7 $6 2010 2012 2014 2016 2018 2020 2022 2024 The City experienced losses in Taxable Assessed Value ("TAV"), prior to the addition of new construction, in Tax Roll Years 2018—2021. In Tax Roll Years 2018—2019, there was sufficient new construction to more than offset these losses, resulting in small net increases to the TAV in those years. In Tax Roll Years 2020—2021, this was not the case, resulting in small net decreases to the TAV in those years. Tax Roll Year 2022 is the 1st year in the last five years that we have seen an increase in the City's existing property values. 19 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 2021/22: 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 - 3100 Sunny Isles 2.1000 2.1000 - 3200 Miami Lakes 2.3127 2.3127 - 2000 Pinecrest 2.3500 2.3500 - 3300 Palmetto Bay 2.4000 2.4000 - 3500 Doral 2.4360 1.9000 0.5360 3600 Cutler Bay 2.8332 2.8332 - 2400 Key Biscayne 3.1990 3.1990 - 1300 Bay Harbor Island 3.5900 3.5900 - 2200 Medley 3.9000 3.9000 - 2500 Sweetwater 3.9948 3.9948 - 1400 Surfside 4.2000 4.2000 - 0900 South Miami 4.3000 4.3000 - 2600 Virginia Gardens 4.9000 4.9000 - 2700 Hialeah Gardens 5.1613 5.1613 - 300 Coral Gables 5.5590 5.5590 - 200 Miami Beach 6.0515 5.7626 0.2889 2100 Indian Creek 6.3000 6.3000 - 0400 Hialeah 6.3018 6.3018 - 1000 Homestead 6.6205 6.2055 0.4150 0700 North Miami Beach 6.7740 6.2000 0.5740 2300 North Bay Village 6.8155 5.8484 0.9671 1500 West Miami 6.8858 6.8858 - 0500 Miami Springs 7.2095 7.2095 - 1600 Florida City 7.2946 7.2946 - 0600 North Miami 7.5000 7.5000 - 3400 Miami Gardens 7.6647 6.9363 0.7284 0100 Miami 7.9900 7.6665 0.3235 1100 Miami Shores 8.2638 7.9000 0.3638 1800 El Portal 8.3000 8.3000 - 1900 Golden Beach 8.4000 8.13631 0.2637 1700 Biscayne Park 9.5000 9.5000 1 - 0800 O a-Locka 9.6500 9.6500 - Source: Miami-Dade County Office of the Property Appraiser 2021 Adopted Millage Rates Schedule 20 WHERE DO YOUR TAX DOLLARS GO? (Based on fiscal year 2021/22 Tax Rates) Miami-Dade County Miami-Dade County School Board City of Aventura vL.x.y. ..P...R IK 06586608 B )VA-111 ixeM W.I111 i. • K 06586608 6 Everglades FIND Okeechobee Basin SFWM (depiction above is for representational purposes only and is not designed to exact scale) 2021/2022 Adopted Taxing Authority Millages % Miami-Dade County 8.3791 48.15% Miami-Dade County School Board 7.0090 40.27% South Florida Water Management District (SFWMD) 0.1061 0.61% Everglades 0.0365 0.21% Okeechobee Basin 0.1146 0.66% Florida Inland Navigation District (FIND) 0.0320 0.18% City of Aventura 1.7261 9.92% Total Millage Rate 17.4034 100.00% 21 COMPARATIVE PERSONNEL SUMMARY Comparative Personnel Allocation Summary 10-Year Presentation 2013/14 2014/15 2015/16 2016/17 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 City Commission 7.0 7.0 7.0 7.0 7.0 7.0 7.0 7.0 7.0 7.0 Office of the City Manager 3.6 3.6 3.6 3.0 3.0 3.0 3.0 2.0 4.0 5.0 Legal' - - - - - - - - - - City Clerk's Office 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 Finance 7.0 7.0 7.0 7.0 7.0 7.0 7.0 7.0 7.0 7.0 Human Resources"" - - - - - - - - - 1.0 Information Technology 6.0 6.0 6.0 6.0 6.0 6.0 6.0 6.0 5.0 5.0 Police 121.0 123.0 124.0 125.0 129.0 130.0 130.0 130.0 130.0 130.0 Community Development 8.4 8.4 9.4 9.0 9.0 9.0 9.0 7.0 7.0 7.0 Community Services 26.0 26.0 26.0 21.5 24.0 24.0 25.0 25.0 23.0 23.0 Public Works/Transportation - - - 6.5 7.0 7.0 7.0 7.0 8.0 8.0 Arts&Cultural Center' - - - - - - - - - - Charter School " 4.0 4.0 4.0 4.0 4.0 4.0 4.0 4.0 4.0 4.0 Don Soffer Aventura H.S."' N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A Total 185.0 187.0 189.0 191.0 198.0 199.0 200.0 197.0 197.0 199.0 ' 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. Human Resources was grouped with Finance lastyear(FY 2021/22) 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 ■ On-Demand Transportation Services ■ 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 22 LONG-TERM FINANCIAL PLANS The City of Aventura has incorporated the following factors into their long-term financial plans and its effect upon the budgets to come: Ad Valorem Taxes The property taxes that the City receives fluctuate as they are based on the assessed value from the Miami-Dade County Property Appraiser. As stated earlier in this document, in fiscal year 2022/23, property values increased by 8.77% which is the first increase the City has had in the last five years The developments in the City that are under construction will increase the tax base and it is anticipated that assessed values will continue to increase in the next coming years. However, it is imperative for the financial stability of the City, to budget conservatively in order to be able to withstand an economic turn downward should it come. State of Florida Minimum Wage Increase The State of Florida is increasing the minimum wage each year until 2026, when the new minimum wage will be $15 per hour. The City of Aventura has a plan to increase wages for employees affected, namely part-time and seasonal employees before September 30, 2026 as outlined below. Pay Rate Increase Fiscal Year Rate of Pay 2020/2021 $ 11.0000 2021/2022 $ 12.5000 2022/2023 $ 13.5000 2023/2024 $ 14.5000 2024/2025 $ 15.5000 2025/2026 $ 15.5000 2026/2027 $ 16.5000 American Rescue Plan Act("ARPA) As stated earlier in the budget document, the Federal Government has given the City of Aventura and eligible state, local, territorial and tribal governments funding to assist in economic recovery from the COVID-19 pandemic. The City of Aventura has been allocated $18,525,074. As the funds must be obligated by December 31, 2024 and expended by December 31, 2026, the long-term financial plans cannot exclude an ARPA discussion. As of July 2022, the City has plans for $14.4 million of the monies that have been and will be dispersed. These projects span the Parks and Recreation, Information Technology, Police, Public Works, Community Development and Human Resources Departments. Below is a table of the projects, the descriptions, estimated costs and estimated completion of the projects that have been planned as of July 2022. 23 Estimated Estimated Completion Project# Dept Project Description Cost Date 5001-01 Parks and Rec Artificial Turf/field enhancement-Founders&Waterways 3,600,000 6/1/2023 5001-02 Parks and Rec Founders Park-lighting and tennis and pickleball courts 1,750,000 6/1/2023 Access Control Systems-Founders,Waterways,Dog and 5001-03 Parks and Rec Veterans 100,000 TBD 5001-04 Parks and Rec Waterways playground relocation 350,000 TBD ADA Compliant Restrooms-Waterways Dog and Peace 5001-05 Parks and Rec Park 480,000 7/1/2023 5001-06 Parks and Rec Founders Park-Parking lot maintenance 150,000 TBD Veterans Park-Community Garden relocation from 5001-07 Parks and Rec Founders 175,000 TBD 5001-08 Parks and Rec Misting Stations-Waterways,Veterans and Peace 60,000 TBD 5001-09 JParks and Rec Employee workspaces 60,000 TBD 5001-10 Parks and Rec Vaccine events 50,000 TBD 5001-11 Parks and Rec Premium Pay 40,108 Complete TOTAL Parks and Recreation $ 6,815,108 1201-01 IT AV Upgrades 205,000 TBD 1201-02 IT Hardware Upgrades 370,000 TBD 1201-03 IT Computer Software 1,350,000 10/1/2025 1201-04 JIT IT consultant 500,000 TBD 1201-05 IT Connectivity 150,000 TBD 1201-06 IT CCTV and Security Cameras-Parks 200,000 TBD 1201-07 IT CCTV and Security Cameras-Core 50,000 TBD 1201-08 IT Wifi 75,000 TBD 1201-09 IT IFire Suppression 1 100,000 TBD TOTAL IT $ 3,000,000 Radio Communication System Upgrade/Radio Modification 2001-01 Police Upgrades 491,575 Unknown 2001-02 Police 2-Community Policing vehicles 95,000 Unknown 2001-03 JPolice Upgrade automated external defibrillators 155,000 Sep-22 2001-04 Police 911Videowall upgrade/replacement 200,000 Unknown 2001-05 Police Employee premium pay-non sworn employees 24,000 Complete 2001-06 Police Tasers including cartridges and training 335,000 Sep-22 2001-07 Police JUPR Camera upgrades 108,000 Dec-22 2001-08 JPolice lBearcatArmored Response Vehicle Replacement 325,984 Aug-23 TOTAL Police $ 1,734,559 5401-01 Public Works Stormwater pipe replacement-34th 1,750,000 4/30/2022 Stormwater pipe replacement-213th Street/Resurface 5401-02 Public Works Yacht Club Drive-213th Street 1,045,088 5/30/2022 5401-03 Public Works Seawall replacement/repair 500,000 TBD 5401-04 Public Works Radio Upgrade 50,000 6/30/2022 TOTAL Public Works $ 3,345,088 4001-01 lCommunity Dev IlBuilding department renovation 1 20,000 2/1/2023 TOTALCommunityDevelopment $ 20,000 1001-01 Human Resources Computer Software 35,945 1/31/2023 1001-02 Human Resources Premium Pay/Incentive 124,600 9/30/2022 TOTAL Human Resources $ 160,545 CITY OF AVENTURA TOTALS $15,075,300 24 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 � 1 •1 1 BUDGET IN BRIEF 25 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 Budgeted Amounts Fund: General Fund: $58,791,062 Police Education Fund: 5,500 Transportation & Street Maintenance Fund: $2,699,500 911 Fund: $106,800 Debt Service Funds: $2,452,310 Capital Projects Fund: $864,407 Stormwater Utility Fund: $1,402,000 0 Police Offduty Services Fund: $550,000 f I` Number of Funds Budgeted: 8 Property Values Increased 8.77% Millage Rate: 1.7261 (27th Year Remined Constant) - kl Stormwater Utility Rates: 1 ERU = $3.50 FY2023 Total Budgeted Positions: 199 Human Resources Department Created Health Insurance Increase for Full-time Employees: 6% ;": Y- 2% COLA for General & 2.5% COLA for PBA 3 FY23 General Fund Capital Outlay $1,226,825 26 rs - CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 � 1 •1 1 SUMMARY OF ALL FUNDS 27 CITY OF AVENTURA SUMMARY OF ALL FUNDS 2022/23 OPERATING&CAPITAL OUTLAY REVENUE PROJECTIONS APPROVED CITY MANAGER COMMISSION FUND ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. FUND 2019/20 2020/21 2021/22 2022/23 2022/23 001 General Fund $ 56,433,929 $ 58,276,634 $ 55,782,974 $ 58,791,062 $ 58,791,062 101 American Rescue Plan Fund 110 Police Education Fund 4,327 2,487 5,500 5,500 5,500 120 Transportation&Street Maint.Fund 2,826,159 3,276,409 2,381,954 2,699,500 2,699,500 180 911 Fund 99,946 135,463 106,800 106,800 106,800 230-290 Debt Service Funds 3,053,548 3,215,938 2,457,437 2,452,310 2,452,310 392 Capital Projects Fund 69,255 1,293 870,907 864,407 864,407 393 Aventura Charter High School Const.Fund 853,027 758,680 410 Stormwater Utility Fund 1,778,217 1,293,369 1,505,250 1,402,000 1,402,000 620 Police Offduty Services Fund 549,998 574,002 550,000 550,000 550,000 Subtotal 65,668,406 67,534,275 63,660,822 66,871,579 66,871,579 Interfund Eliminations (3,366,994) (2,300,214) (2,350,655) (2,349,522) (2,349,522) Total Revenue $ 62,301,412 $ 65,234,061 $ 61,310,167 $ 64,522,057 $ 64,522,057 EXPENDITURES DEPTJ or APPROVED CITY MANAGER COMMISSION DIV. ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. DEPARTMENT 2019/20 2020/21 2021/22 2022/23 2022/23 Operating Expenditures: 0101 City Commission $ 143,492 $ 149,564 $ 154,709 $ 220,213 $ 220,213 0501 Office of the City Manager 551,117 537,366 764,675 1,428,008 1,428,008 0601 Legal 562,742 501,961 317,000 380,000 380,000 0801 City Clerk's Office 310,767 374,872 380,112 402,348 402,348 1001 Finance 1,072,786 1,075,843 1,121,069 1,137,237 1,137,237 1101 Human Resources 284,919 284,919 1201 Information Technology 1,142,628 1,195,555 1,154,235 1,230,980 1,230,980 2001 Police 21,241,770 21,743,377 22,160,700 23,106,853 23,106,853 4001 Community Development 2,581,411 3,077,909 3,107,347 3,705,688 3,705,688 5001 Community Services 2,412,402 2,709,912 2,619,012 3,337,799 3,337,799 5401 Public Works/Transportation 5,945,285 6,302,067 6,129,180 6,367,507 6,367,507 7001 Arts&Cultural Center 800,995 651,043 886,788 901,444 901,444 9001 Non-Departmental 2,052,452 1,823,318 1,545,125 1,868,625 1,868,625 Subtotal 38,817,847 40,142,787 40,339,952 44,371,621 44,371,621 Capital Outlay: 8005 Office of the City Manager 1,766 - 2,000 2,200 2,200 8008 City Clerk's Office 1,578 2,000 3,200 3,200 8010 Finance 1,766 374 3,000 3,400 3,400 8012 Information Technology 47,362 152,436 141,000 146,000 146,000 8020 Police 660,314 561,756 1,107,242 884,175 884,175 8040 Community Development 5,314 1,527 117,774 41,250 41,250 8050 Community Services 236,114 132,434 223,472 169,750 169,750 8054 Public Works/Transportation 1,510,244 660,079 1,330,898 634,450 634,450 8069 Charter School 1,130,581 260,130 8070 Arts&Cultural Center 80,817 3,642 19,000 23,600 23,600 8090 Non-Departmental 16,663 73,998 2,791 8090 CIP Reserve 15,563,601 15,790,101 15,790,101 Subtotal i 3,692,519 1,846,376 18,512,778 17,698,126 17,698,126 Non-Departmental. 9001 Transfer to Funds 9001 Debt Service 2,987,749 3,494,590 2,457,437 2,452,310 2,452,310 Subtotal 2,987,749 3,494,590 2,457,437 2,452,310 2,452,310 Total Expenditures $ 45,498,115 $ 45,483,753 $ 61,310,167 $ 64,522,057 $ 64,522,057 28 CITY OF AVENTURA SUMMARY OF ALL FUNDS 2022/23 OPERATING&CAPITAL OUTLAY DEPT./ APPROVED CITY MANAGER COMMISSION DIV. ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY 2018/19 2019/20 2021/22 2022/23 2022/23 1000/2999 Personal Services $ 24,497,716 $ 24,954,045 $ 25,389,670 $ 26,834,434 $ 26,834,434 3000/3999 Contractual Services 8,294,435 8,742,603 8,943,803 10,354,330 10,354,330 4000/4999 Other Charges/Svcs 4,472,755 4,998,967 5,162,844 6,119,137 6,119,137 5000/5399 Commodities 550,196 606,748 623,800 813,350 813,350 5400/5999 Other Operating Expenses 1,002,745 840,424 219,835 250,370 250,370 38,817,847 40,142,787 40,339,952 44,371,621 44,371,621 6000/6999 Capital Outlay 3,692,519 1,846,376 18,512,778 17,698,126 17,698,126 7000/7999 Debt Service 2,987,749 3,494,590 2,457,437 2,452,310 2,452,310 8000/8999 Transfer to Funds Total Expenditures $ 45,498,115 $ 45,483,753 $ 61,310,167 $ 64,522,057 $ 64,522,057 Comparative Personnel Allocation Summary 4-Year Presentation FTE 2019120 2020121 2021122 2022123 2022123 City Commission 7.0 7.0 7.0 7.0 7.0 Office of the City Manager 3.0 2.0 4.0 5.0 5.0 Legal* - - - - - City Clerk's Office 2.0 2.0 2.0 2.0 2.0 Finance 7.0 7.0 7.0 7.0 7.0 Human Resources - - - 1.0 1.0 Information Technology 6.0 6.0 5.0 5.0 5.0 Police 130.0 130.0 130.0 130.0 130.0 Community Development 9.0 7.0 7.0 7.0 6.5 Comm unity Services 25.0 25.0 23.0 23.0 17.0 Public Works/Transportation 7.0 7.0 8.0 8.0 8.0 Arts&Cultural Center* - - - - - Charter School** 4.0 4.0 4.0 4.0 4.0 Don Soffer Aventura H.S.- WA WA WA WA WA Total 200.0 197.0 197.0 199.0 192.5 * 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 ****Human Resources was grouped with Finance in previous fiscal years Total Employees Citywide FTE Positions 2019120 2020121 2021122 2022123 2022123 Total Full-Time 183.0 180.0 181.0 186.0 186.0 Total Part-Time 17.0 17.0 16.0 13.0 6.5 Total 200.0 197.0 197.0 199.0 192.5 General Employees FTE Positions 2019120 2020121 2021122 2022123 2022123 Total Full-Time 100.0 97.0 98.0 101.0 101.0 Total Part-Time 17.0 17.0 16.0 13.0 6.5 Total 117.0 114.0 114.0 114.0 107.5 Em ployees covered under Collective Bargaining Agreement with Dade County Police Benevolent Association FTE Positions 2019/20 2020/21 2021/22 2022/23 2022123 Total Full-Time 83.0 83.0 83.0 85.0 85.0 Total Part-Time Total 83.0 83.0 83.0 85.0 85.0 29 CITY OF AVENTURA FUND BALANCE ANALYSIS APPROVED CITY MANAGER COMMISSION ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL DEPARTMENT 2019/20 2020121 2021/22 2022/23 2022/23 GENERAL FUND(001) Beginning Balance/Carryover $ 15,809,221 $ 14,621,763 $ 15,109,868 $ 14,260,911 $ 14,260,911 Revenues/Sources 40,624,708 43,654,871 40,673,106 44,530,151 44,530,151 Expenditures/Uses (40,169,902) (39,979,708) (41,010,670) (44,018,758) (44,018,758) Ending Fund Balance $ 16,264,027 $ 18,296,926 $ 14,772,304 $ 14,772,304 $ 14,772,304 SPECIAL REVENUE FUNDS: POLICE EDUCATION FUND(110) Beginning Balance/Carryover $ $ $ $ - $ Revenues/Sources 4,327 2,487 5,500 5,500 5,500 Expenditures/Uses (3,909) (2,200) (5,500) (5,500) (5,500) Ending Fund Balance $ 418 $ 287 $ - $ - $ - STREET MAINTENANCE FUND(120) Beginning Balance/Carryover $ - $ 923,419 $ 347,954 $ 401,500 $ 401,500 Revenues/Sources 2,826,159 2,352,990 2,034,000 2,298,000 2,298,000 Expenditures/Uses (2,827,044) (2,389,064) (2,381,954) (2,699,500) (2,699,500) Ending Fund Balance $ (885) $ 887,345 $ - $ - $ - 911 FUND(180) Beginning Balance/Carryover $ $ 33,933 $ 20,000 $ 30,600 $ 30,600 Revenues/Sources 99,946 101,530 86,800 76,200 76,200 Expenditures/Uses (91,133) (91,389) (106,800) (106,800) (106,800) Ending Fund Balance $ 8,813 $ 44,074 $ $ $ DEBT SERVICE FUNDS(230-291) Beginning Balance/Carryover $ $ $ $ $ - Revenues/Sources 3,053,548 3,215,938 2,457,437 2,452,310 2,452,310 Expenditures/Uses (2,987,749) (3,494,590) (2,457,437) (2,452,310) (2,452,310) Ending Fund Balance $ 65,799 $ (278,652) $ - $ - $ - CAPITAL PROJECTS FUND(392) Beginning Balance/Carryover $ - $ - $ 870,907 $ 864,407 $ 864,407 Revenues/Sources 69,255 1,293 - - - Expenditures/Uses (63,280) (79,300) (870,907) (864,407) (864,407) Ending Fund Balance $ 5,975 $ (78,007) $ $ $ AVENTURA CHARTER HIGH SCHOOL CONSTRUCTION FUND(393) Beginning Balance/Carryover $ - $ $ $ $ Revenues/Sources 853,027 758,680 Expenditures/Uses (1,130,581) (260,130) Ending Fund Balance $ (277,554) $ 498,550 $ - $ $ STORMWATER UTILITY FUND(410) Beginning Balance/Carryover $ 73,739 $ - $ 38,250 $ $ - Revenues/Sources 1,704,478 1,293,369 1,467,000 1,402,000 1,402,000 Expenditures/Uses (1,067,621) (1,071,324) (1,505,250) (1,402,000) (1,402,000) Ending Fund Balance $ 710,596 $ 222,045 $ $ $ POLICE OFFDUTY SERVICES FUND(620) Beginning Balance/Carryover $ $ - $ $ $ - Revenues/Sources 549,998 574,002 550,000 550,000 550,000 Expenditures/Uses (523,890) (416,264) (550,000) (550,000) (550,000) Ending Fund Balance $ 26,108 $ 157,738 $ - $ - $ *Beginning Balances&Ending Balances do not agree-this is the amount anticipated to increase/(decrease)Fund Balance. It is comprised of what is reserved for CIP in expenditures&the revenue carryforward-the net is increase/(decrease)to Fund Balance 30 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 CIO it III `s � 't GENERAL FUND 31 CITY OF AVENTURA GENERAL FUND - 001 SUMMARY OF BUDGET FISCAL YEAR 2022/23 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 2019/20 2020/21 2021/22 2022/23 2022/23 Current Revenues $ 40,624,708 $ 43,654,871 $ 40,673,106 $ 44,530,151 $ 44,530,151 Carryover 15,809,221 14,621,763 15,109,868 14,260,911 14,260,911 Total Revenues $ 56,433,929 $ 58,276,634 $ 55,782,974 $ 58,791,062 $ 58,791,062 EXPENDITURES DEPTJ APPROVED CITY MANAGER COMMISSION DIV. ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. DEPARTMENT 2019/20 2020/21 2021/22 2022/23 2022/23 Operating Expenditures: 0101 City Commission $ 143,492 $ 149,564 $ 154,709 $ 220,213 $ 220,213 0501 Office of the City Manager 551,117 537,366 764,675 1,428,008 1,428,008 0601 Legal 562,742 501,961 317,000 380,000 380,000 0801 City Clerk's Office 310,767 374,872 380,112 402,348 402,348 1001 Finance 1,072,786 1,075,843 1,121,069 1,137,237 1,137,237 1101 Human Resources 284,919 284,919 1201 Information Technology 1,142,628 1,195,555 1,154,235 1,230,980 1,230,980 2001 Police 20,622,838 21,233,526 21,507,990 22,454,143 22,454,143 4001 Community Development 2,581,411 3,077,909 3,107,347 3,705,688 3,705,688 5001 Community Services 2,412,402 2,709,912 2,619,012 3,337,799 3,337,799 5401 Public Works/Transportation 3,274,109 3,388,994 3,350,686 3,091,007 3,091,007 7001 Arts&Cultural Center 800,995 651,043 886,788 901,444 901,444 9001 Non-Departmental 2,052,452 1,823,318 1,545,125 1,868,625 1,868,625 Subtotal 35,527,739 36,719,863 36,908,748 40,442,411 40,442,411 Capital Outlay 8005 Office of the City Manager 1,766 2,000 2,200 2,200 8008 City Clerk's Office 1,578 2,000 3,200 3,200 8010 Finance 1,766 374 3,000 3,400 3,400 8011 Human Resources 8012 Information Technology 47,362 152,436 141,000 146,000 146,000 8020 Police 597,034 482,456 1,018,042 801,475 801,475 8040 Community Development 5,314 1,527 117,774 41,250 41,250 8050 Community Services 236,114 132,434 223,472 169,750 169,750 8054 Public Works/Transportation 286,755 112,764 222,188 35,950 35,950 8069 Charter School 8070 Arts&Cultural Center 80,817 3,642 19,000 23,600 23,600 8090 Non-Departmental 16,663 73,998 2,791 8090 CIP Reserve - 14,772,304 14,772,304 14,772,304 FSubtotal 1,275,169 959,631 16,523,571 15,999,129 15,999,129 Transfer to Funds 3,366,994 2,300,214 2,350,655 2,349,522 2,349,522 Subtotal 3,366,994 2,300,214 2,350,655 2,349,522 2,349,522 ' Total $ 40,169,902 $ 39,979,708 $ 55,782,974 $ 58,791,062 $ 58,791,062 32 CITY OF AVENTURA GENERAL FUND - 001 CATEGORY SUMMARY FISCAL YEAR 2022/23 REVENUE PROJECTIONS APPROVED CITY MANAGER COMMISSION OBJECT ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL CODE CATEGORY 2019/20 2020/21 2020/21 2021/22 2021/22 310000/319999 Locally Levied Taxes $ 26,787,572 $ 27,042,926 $ 26,318,084 $ 28,196,832 $ 28,196,832 320000/329999 Licenses&Permits 4,422,173 7,254,273 6,764,500 7,544,500 7,544,500 330000/339999 Intergovernmental Revenues 4,486,760 4,591,308 3,282,676 3,734,676 3,734,676 340000/349999 Charges for Services 2,253,461 2,657,244 2,330,346 2,886,643 2,886,643 350000/359999 Fines&Forfeitures 1,657,093 2,029,183 1,782,500 1,982,500 1,982,500 360000/369999 Miscellaneous Revenues 1,017,649 79,937 195,000 185,000 185,000 380000/389999 Transfer from Funds - - - - - 399900/399999 Fund Balance 15,809,221 14,621,763 15,109,868 14,260,911 14,260,911 Total Available General Fund $ 56,433,929 $ 58,276,634 $ 55,782,974 $ 58,791,062 $ 58,791,062 EXPENDITURES APPROVED CITY MANAGER COMMISSION OBJECT ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL CODE CATEGORY 2019/20 2020/21 2021/22 2022/23 2022/23 1000/2999 Personal Services 23,973,826 24,537,781 24,839,670 26,284,434 26,284,434 3000/3999 Contractual Services 6,037,201 6,230,948 6,170,559 7,083,330 7,083,330 4000/4999 Other Charges&Services 4,385,672 4,915,805 5,073,634 6,030,927 6,030,927 5000/5399 Commodities 549,196 603,887 620,800 810,350 810,350 5400/5499 Other Operating Expenses 581,844 431,440 204,085 233,370 233,370 Total operating expenses 35,527,739 36,719,861 36,908,748 40,442,411 40,442,411 6000/6999 Capital Outlay 1,275,169 959,631 16,523,571 15,999,129 15,999,129 8000/8999 Transfer to Funds 3,366,994 2,300,214 2,350,655 2,349,522 2,349,522 $ 40,169,902 $ 39,979,706 $ 55,782,974 $ 58,791,062 $ 58,791,062 33 CITY OF AVENTURA GENERAL FUND - 001 FUND BALANCE ANALYSIS FISCAL YEAR 2022/23 REVENUE PROJECTIONS APPROVED CITY MANAGER COMMISSION ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL CATEGORY 2019/20 2020/21 2021/22 2022/23 2022/23 $ 15,809,221 $ 14,621,763 $ 15,109,868 $ 14,260,911 $ 14,260,911 Locally Levied Taxes Property Taxes $ 17,557,171 $ 17,346,855 $ 17,213,084 $ 18,841,832 $ 18,841,832 Section 185 Premium Tax 561,953 382,744 425,000 425,000 425,000 Utility Taxes 6,109,599 6,840,576 6,205,000 6,405,000 6,405,000 Unified Comm.Tax 1,676,960 1,640,219 1,650,000 1,650,000 1,650,000 City Business Tax 881,889 832,532 825,000 875,000 875,000 Subtotal 26,787,572 27,042,926 26,318,084 28,196,832 28,196,832 Licenses&Permits 4,422,173 7,254,273 6,764,500 7,544,500 7,544,500 Intergovernmental Rev. 4,486,760 4,591,308 3,282,676 3,734,676 3,734,676 Charges for Services 2,253,461 2,657,244 2,330,346 2,886,643 2,886,643 Fines&Forfeitures 1,657,093 2,029,183 1,782,500 1,982,500 1,982,500 Miscellaneous 1,017,649 79,937 195,000 185,000 185,000 Interfund Transfers In - - - - - Subtotal 13,837,136 16,611,945 14,355,022 16,333,319 16,333,319 $ 40,624,708 $ 43,654,871 $ 40,673,106 $ 44,530,151 $ 44,530,151 EXPENDITURES APPROVED CITY MANAGER COMMISSION OBJECT ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL CODE CATEGORY 2019/20 2020/21 2021/22 2022/23 2022/23 0101 City Commission $ 143,492 $ 149,564 $ 154,709 $ 220,213 $ 220,213 0501 Office of the City Manager 551,117 537,366 764,675 1,428,008 1,428,008 0601 Legal 562,742 501,961 317,000 380,000 380,000 0801 City Clerk's Office 310,767 374,872 380,112 402,348 402,348 1001 Finance 1,072,786 1,075,843 1,121,069 1,137,237 1,137,237 1101 Human Resources - - - 284,919 284,919 1201 Information Technology 1,142,628 1,195,555 1,154,235 1,230,980 1,230,980 2001 Police 20,622,838 21,233,526 21,507,990 22,454,143 22,454,143 4001 Community Development 2,581,411 3,077,909 3,107,347 3,705,688 3,705,688 5001 Community Services 2,412,402 2,709,912 2,619,012 3,337,799 3,337,799 5401 Public Works/Transportation 3,274,109 3,388,994 3,350,686 3,091,007 3,091,007 7001 Arts&Cultural Center 800,995 651,043 886,788 901,444 901,444 9001 Non-Departmental 2,052,452 1,823,318 1,545,125 1,868,625 1,868,625 Total Operating Expenditures 35,527,739 36,719,863 36,908,748 40,442,411 40,442,411 Capital Outlay Expenditures 1,275,169 959,631 1,751,267 1,226,825 1,226,825 Interfund Transfers Out 3,366,994 2,300,214 2,350,655 2,349,522 2,349,522 Total Expenditures/Uses 40,169,902 39,979,708 41,010,670 44,018,758 44,018,758 Ending Fund Balance Designated for Capital Improvements 16,264,027 18,296,926 14,772,304 14,772,304 14,772,304 34 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 rrr I r_ r.r � Lr REVENUE PROJECTIONS 35 CITY OF AVENTURA GENERAL FUND - 001 REVENUE PROJECTIONS FISCAL YEAR 2022/23 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 Locally Levied Taxes 3111000 Ad Valorem Taxes-Current $ 16,771,344 $ 16,827,280 $ 17,138,084 $ 18,641,832 $ 18,641,832 3112000 Ad Valorem Taxes-Delinquent 785,827 519,575 75,000 200,000 200,000 3125200 Section 185 Premium Tax 561,953 382,744 425,000 425,000 425,000 3141000 Utility Tax-Electric 5,017,524 5,187,183 5,000,000 5,200,000 5,200,000 3143000 Utility Tax-Water 1,062,426 1,621,659 1,175,000 1,175,000 1,175,000 3144000 Utility Tax-Gas 29,649 31,734 30,000 30,000 30,000 3149000 Unified Communications Tax 1,676,960 1,640,219 1,650,000 1,650,000 1,650,000 3161000 City Business Tax 881,889 832,532 825,000 875,000 875,000 Subtotal 26,787,572 27,042,926 26,318,084 28,196,832 28,196,832 Licenses&Permits 3221000 Building Permits 2,012,859 2,653,445 2,425,000 3,200,000 3,200,000 3221500 Radon/Code Comp Admin.Fee 5,340 4,912 7,500 7,500 7,500 3222000 Certificate of Occupancy 185,895 201,747 155,000 155,000 155,000 3231000 Franchise Fee-Electric 1,496,608 3,613,512 3,425,000 3,450,000 3,450,000 3234000 Franchise Fee-Gas 78,204 114,040 90,000 80,000 80,000 3237100 Franchise Fee-Sanitation 589,307 603,777 587,000 587,000 587,000 3238000 Franchise Fee-Towing 37,500 50,000 50,000 50,000 50,000 3291000 Engineering Permits 16,460 12,840 25,000 15,000 15,000 Subtotal- 4,422,173 7,254,273 6,764,500 7,544,500 7,544,500 Intergovernmental Revenues 3311901 CESF Police Grant - 112,360 - - - 3312000 COVID-19 993,615 (40,822) 3312100 Bulletproof Vests - - 3312910 FEMA 44,218 379,014 3343601 FDEP Agreement - - - - - 3344901 Maintenance Agreement Payment 12,676 12,676 12,676 12,676 12,676 3351200 State Revenue Sharing 775,324 916,880 730,000 750,000 750,000 3351500 Alcoholic Beverage License 29,056 28,833 20,000 25,000 25,000 3351800 Half Cent Sales Tax 2,577,666 3,115,378 2,475,000 2,900,000 2,900,000 3354930 Fuel Tax Refund 8,699 10,315 5,000 7,000 7,000 3372105 Grant From Local Govt - 5,000 - - - 3382000 County Business Tax 45,506 51,674 40,000 40,000 40,000 jWbtota 4,486,760 4,591,308 3,282,676 3,734,676 3,734,676 Charges For Services 3413000 Certificate of Use Fees - - 5,000 5,000 5,000 3419500 Lien Search Fees 80,750 156,151 85,000 75,000 75,000 3421300 Police Services Agreement 1,295,899 1,313,575 1,339,846 1,366,643 1,366,643 3425000 Development Review Fees 101,300 207,693 140,500 150,000 150,000 3471000 Rec/Cultural Events 2,178 - - - - 3472000 Parks&Recreation Fees 298,231 500,461 250,000 500,000 500,000 3472500 Community Center Fees 155,482 129,037 100,000 300,000 300,000 3473000 Membership&Guest Fees 8,489 8,172 - 50,000 50,000 3474000 Founders Day 31,625 - 10,000 10,000 10,000 3475000 Summer Recreation 145,888 342,155 300,000 330,000 330,000 3476001 AACC Fees and Rentals 133,619 - 100,000 100,000 100,000 Subtotal 2,253,461 2,657,244 2,330,346 2,886,643 2,886,643 36 CITY OF AVENTURA GENERAL FUND - 001 REVENUE PROJECTIONS - CONTINUED FISCAL YEAR 2022/23 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 Fines&Forfeitures 3511000 County Court Fines 235,867 108,993 230,000 230,000 230,000 3541000 Code Violation Fines 11,791 500 2,500 2,500 2,500 3542000 Intersection Safety Camera Program 1,409,435 1,919,690 1,550,000 1,750,000 1,750,000 Subtotal 1,657,093 2,029,183 1,782,500 1,982,500 1,982,500 Misc.Revenues 3611000 Interest Earnings 960,857 46,483 125,000 125,000 125,000 Fair Market Adjustment - - - 3644200 Sale of Assets 13,308 9,811 20,000 10,000 10,000 3644910 Lost/Abandoned Property 819 902 - - - 3644920 Evidence 9,865 8,949 - - 3691101 Convenience Fee - 2,904 - 3699000 Misc.Revenues 32,800 10,888 50,000 50,000 50,000 Subtotal 1,017,649 79,937 195,000 185,000 185,000 Non-Revenue 3999000 Carryover 15,809,221 14,621,763 15,109,868 14,260,911 14,260,911 Subtotal 15,809,221 14,621,763 15,109,868 14,260,911 14,260,911 Total Available General Fund $ 56,433,929 $ 58,276,634 $ 55,782,974 $ 58,791,062 $ 58,791,062 37 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 County Property Appraiser is $11,368,391,539. This amount is $917,034,881 or 8.77% more than last year. The ad valorem millage levy for fiscal year 2022/23 is recommended to be 1.7261, which is the same rate adopted last year. This will generate $18,641,832 compared to last year's amount of $17,138,084. This represents the 27t" 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(1) Ad Valorem Taxes - Current $18,000,000 $16,000,000 $14,000,000 $12,000,000 ti°yh1�° A 41 ti°y°tom°ti° ti° ti°1 , MAt the City's current millage rate of 1.7261, $100,000,000 of assessed value generates approximately $164,000 in ad valorem taxes (net of the discount). Ad Valorem Taxes - Delinquent $800,000 $600,000 $400,000 $200,000 $ -�7 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. 38 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. Utility Tax - Electric $6,000,000 $5,000,000 $4,000,000 $3,000,000 0, \11 AV \1� \'P °11;� y,�� 1'�5 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 $1,500,000 $1,000,000 $500,000 �o '1 � pi O y ti 3 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 $35,000 $30,000 $25,000 $2 0,000 39 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 $2,200,000 $1,700,000 $1,200,000 \N � 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 $1,000,000 $750,000 $500,000 $250,000 4P1y�ti°ti° ti° ti° ti° ti° ti°�41 LICENSES AND PERMITS 3221000 Buildinq 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 an increase over the current year budget based on actual collections in the current fiscal year and anticipated FY 2022/23 building activity. Building Permits $6,000,000 $4,000,000 $2,000,000 %0 40 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 2021/22. 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 $4,000,000 $3,000,000 at $2,000,000 $1,000,000 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 $40,000 $30,000 $10,000 r ■ - $10,000 $- ,may 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 $650,000 $600,000 $550,000 $ 0,000 $45450,000 $400,000 00 AK� %K� ,Vo 41 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. INTERGOVERNMENTAL REVENUES 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 8t" cent motor fuel tax which are levied by the State. The portion which comes from cigarette tax is projected to approximate 79.9% for FY 2022/23 and will be deposited into the General Fund. The remainder is deposited to the Transportation and Street Maintenance Fund. State Revenue Sharing $900,000 $700,000 $500,000 $300,000 $100,000 $y 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 conservative and considers the actual collections in the current fiscal year and projected activity for next year. Half Cent Sales Tax $3,000,000 $2,000,000 $1,000,000 '5�� 1 'ey�,,��'L°y�1tig'L0N�1.��'L 'L°�y1,�ti 42 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 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. The amount budgeted considers the actual collections in the current fiscal year and projected activity for next 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. The amount budgeted is an increase compared to the prior year and considers the actual collections in the current fiscal year and projected activity for next year. 3472500 Community Center Fees— This represents membership fees and user fees charged for the various programs provided at the Community Recreation Center. FY 2021/22 showed a recovery from the COVID-19 decreases in enrollment. The amount budgeted is an increase compared to the prior year and considers the actual collections in the current fiscal year and projected activity for next year. 3475000 Summer Recreation — This represents fees charged for participants in the City's Summer Recreation Program. This revenue is expected to increase in comparison to prior years and considers the actual collections in the current fiscal year and projected activity for next year. 3476001 AACC Fees and Rentals — This represents anticipated revenue from rental fees, sponsors and the summer performing arts camp. Due to the return to normal from the COVID-19 pandemic, this revenue source is expected to increase in the coming year. 43 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 Intersection Safety Camera Program. Projection is based on conservative historical data and expected to increase with the addition of a new camera. 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. NON — REVENUE 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 44 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 � 1 •1 1 CITY COMMISSION 45 CITY OF AVENTURA CITY COMMISSION FISCAL YEAR 2022/23 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 CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021122 2022123 2022/23 1000/2999 Personal Services $ 62,506 $ 60,476 $ 62,650 $ 100,454 $ 100,454 3000/3999 Contractual Services 4000/4999 Other Charges&Services 62,774 64,606 66,059 80,759 80,759 5000/5399 Commodities 1,470 3,339 3,600 3,900 3,900 5400/5499 Other Operating Expenses 16,742 21,143 22,400 35,100 35,100 Total Operating Expenses $ 143,492 $ 149,564 $ 154,709 $ 220,213 $ 220,213 * PERSONNEL ALLOCATION SUMMARY Position No. Position Title 2019/20 2020/21 2021/22 2022/23 0301 Mayor 1.0 1.0 1.0 1.0 0401 Commissioner 1.0 1.0 1.0 1.0 0402 Commissioner 1.0 1.0 1.0 1.0 0403 Commissioner 1.0 1.0 1.0 1.0 0404 Commissioner 1.0 1.0 1.0 1.0 0405 Commissioner 1.0 1.0 1.0 1.0 0406 Commissioner 1.0 1.0 1.0 1.0 Total 7.0 7.0 7.0 7.0 46 CITY OF AVENTURA CITY COMMISSION 2022123 BUDGETARY ACCOUNT SUMMARY 001-0101-511 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 PERSONAL SERVICES 1210 Commission Salaries $ 54,707 $ 51,746 $ 55,000 $ 90,000 $ 90,000 2101 RCA 7,540 8,482 7,452 10,130 10,130 2401 Workers'Compensation 259 248 198 324 324 Subtotal 62,506 60,476 62,650 100,454 100,454 OTHER CHARGES&SERVICES 4030 Legislative Expenses 62,774 64,606 66,059 80,759 80,759 Subtotal 62,774 64,606 66,059 80,759 80,759 COMMODITIES 5101 Office Supplies - 395 400 400 400 5290 Other Operating supplies 1,470 2,944 3,200 3,500 3,500 Subtotal 1,470 3,339 3,600 3,900 3,900 OTHER OPERATING EXPENSES 5410 Subscriptions&Memberships 12,656 15,781 12,650 12,650 12,650 5420 Conferences&Seminars 4,086 5,362 8,750 9,950 9,950 5981 High School Scholarship - - 1,000 12,500 12,500 Subtotal 16,742 21,143 22,400 35,100 35,100 Total City Commission $ 143,492 $ 149,564 $ 154,709 $ 220,213 $ 220,213 47 CITY COMMISSION BUDGET JUSTIFICATIONS 4030 Legislative Expenses — This account represents the $10,000 (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: Aventura Marketing Council Florida League of Cities Florida League of Mayors Miami-Dade League of Cities National League of Cities Miscellaneous Subscriptions & Memberships 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 Legislative Session National League of Cities Miscellaneous Conferences & Seminars 5981 High School Scholarship — The City Commission establishes one (1) annual scholarship for Aventura senior Krop High School students. In FY 2022/23, additional funding will be added to this expenditure item in order to provide a scholarship opportunity to one (1) senior who will be attending DSAHS and $10,000 for the DSAHS Prom. 48 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 h •1 .I OFFICE OF THE CITY MANAGER 49 CITY OF AVENTURA OFFICE OF THE CITY MANAGER FISCAL YEAR 2022/23 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 CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2020/21 2022/23 2022/23 1000/2999 Personal Services $ 432,962 $ 453,313 $ 605,005 $ 943,338 $ 943,338 3000/3999 Contractual Services 55,350 52,500 52,500 260,000 260,000 4000/4999 Other Charges&Services 52,889 13,533 93,170 204,170 204,170 5000/5399 Commodities 4,453 14,793 3,000 3,000 3,000 5400/5499 Other Operating Expenses 5,463 3,227 11,000 17,500 17,500 Total operating expenses $ 551,117 $ 537,366 $ 764,675 $ 1,428,008 $ 1,428,008 PERSONNEL ALLOCATION SUMMARY Position No. Position Title 2019/20 2020/21 2021/22 2022/23 0101 City Manager 1.0 1.0 1.0 1.0 00151 Assistant City Manager 1.0 15201 Communications Manager 1.0 1.0 0201 Secretary to City Manager 1.0 1.0 1.0 1.0 0801 Receptionist/Inform.Clerk 1.0 15301 Social Media Specialist 1.0 1.0 Total Full-Time 3.0 2.0 3.0 5.0 Total Part-Time 1.0 Tota 1 3.0 2.0 4.0 5.0 50 OFFICE OF THE CITY MANAGER ORGANIZATION CHART Specialistr Manager city I Assistant City Manager Sec re a ry to the City nager Communications Manager Multimedia 51 CITY OF AVENTURA OFFICE OF THE CITY MANAGER FISCAL YEAR 2022/23 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. 13. Maintain City provided web content and services while addressing departmental and customer needs on cityofaventura.com, aventuracharter.org and aventuracenter.org. 14. Maintain the City's intranet in order to provide routine and timely information to City staff. 15. Coordinate an efficient communications strategy to deliver consistent messaging across the City's websites, email, print and social media to the City's customers. 16. Create, produce and coordinate the distribution of the City's periodical publications including newsletters and the annual report. PERFORMANCE WORKLOAD INDICATORS ACTUAL ACTUAL PROJECTED ESTIMATE PERFORMANCE WORKLOAD INDICATOR 2019/20 2020/21 2021/22 1 2022/23 Citizen Requests&Inquires 32 190 220 268 Commission Requests 31 43 40 61 Community Meetings Attended 20 46 50 52 Agenda Backup Items Prepared 66 61 60 77 No.of Newsletters&Reports Issued 6 6 6 12 Annual Budget&CIP Prepared 2 2 2 2 School Budget 2 2 2 2 Capital Projects 12 8 5 10 School Advisory Committee Meetings 8 12 6 12 %of time www.cityofaventura.com is available 99% 99% 99% 99% of time www.aventuracharter.org is available 99% 99% 99% 99% Numberof Cityperiodical publications coordinated 4 4 4 4 52 CITY OF AVENTURA OFFICE OF THE CITY MANAGER 2022/23 BUDGETARY ACCOUNT SUMMARY 001-0501-512 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 PERSONAL SERVICES 1201 Employee Salaries $ 337,710 $ 335,176 $ 440,551 $ 675,249 $ 675,249 2101 RCA 53,367 19,554 33,702 51,657 51,657 2201 Pension 41,165 55,804 69,434 109,085 109,085 2301 Health,Life&Disability 720 42,027 58,640 104,916 104,916 2401 Workers'Com ensation - 752 2,678 2,431 2,431 Subtotal 432,962 453,313 605,005 943,338 943,338 CONTRACTUAL SERVICES 3150 CSCM Consulting 2,850 - - - - 3170 Lobbyist Services 52,500 52,500 52,500 60,000 60,000 3492 Social Media - - - 200,000 200,000 V Subtotal 55,350 52,500 52,500 260,000 260,000 OTHER CHARGES&SERVICES 4001 Travel&Per Diem 6,594 - 8,610 8,610 8,610 4041 Car Allowance 6,000 6,000 6,000 12,000 12,000 4101 Communication Services 840 2,390 1,920 1,920 1,920 4701 Printing&Binding 2,767 5,143 4,000 4,000 4,000 4710 Printing/Newsletter 36,688 - 45,000 150,000 150,000 4815 Web Page Maintenance - - 27,640 27,640 27,640 Subtotal 52,889 13,533 93,170 204,170 204,170 COMMODITIES 5101 Office Supplies 4,453 13,943 3,000 3,000 3,000 5120 Computer Supplies - 850 - - - Subtotal jmlr,- 4,453 14,793 3,000 3,000 3,000 OTHER OPERATING EXPENSES 5410 Subscriptions&Memberships 4,800 1,199 7,500 7,500 7,500 5420 Conferences&Seminars 70 - 2,500 2,500 2,500 5901 Contingency 593 2,028 1,000 7,500 7,500 Subtotal 5,463 3,227 11,000 17,500 17,500 Total City Manager $ 551,117 $ 537,366 $ 764,675 $ 1,428,008 $ 1,428,008 53 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. 4815 Web Page Maintenance — Costs associated with maintaining and updating the City's Web Page and associated online services. 5410 Subscriptions & Memberships — This line item is used to fund memberships with professional organizations and subscriptions. City-County Communications & Marketing Association Communication resource subscriptions Digital subscription to photo library Florida City & County Manager's Association Florida Municipal Communicators Association International City Management Association Miami-Dade County League of Cities 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 Florida League of Cities Florida Municipal Communicators Association Conference International City Management Association Miscellaneous management seminars 54 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 � 1 •1 1 LEGAL DEPARTMENT 55 CITY OF AVENTURA LEGAL FISCAL YEAR 2022/23 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 2019/20 2020/21 2021/22 2022/23 2022/23 1000/2999 Personal Services $ - $ - $ - $ - $ - 3000/3999 Contractual Services 562,742 501,961 312,000 375,000 375,000 4000/4999 Other Charges &Services - - - - - 5000/5399 Commodities - - - 5400/5499 Other Operating Expenses - - 5,000 5,000 5,000 Total Operating Expenses $ 562,742 $ 501,961 $ 317,000 $ 380,000 $ 380,000 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 56 CITY OF AVENTURA LEGAL 2022/23 BUDGETARY ACCOUNT SUMMARY 001-0601-614 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019120 2020121 2021/22 2022123 2022123 CONTRACTUAL SERVICES 3120 Prof.Services-Legal $ 562,742 $ 501,961 $ 312,000 $ 375,000 $ 375,000 Subtotal 562,742 501,961 312,000 375,000 375,000 OTHER OPERATING EXPENSES 5901 Contingency - - 5,000 5,000 5,000 Mubtotal - - 5,000 5,000 5,000 �al $ 562,742 $ 501,961 $ 317,000 $ 380,000 $ 380,000 BUDGET JUSTIFICATIONS 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. 57 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 Q� i THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 58 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 i CITY CLERK'S OFFICE 59 CITY OF AVENTURA CITY CLERK'S OFFICE FISCAL YEAR 2022/23 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. Provide clerical support to the City Commission. Assist City Manager's Office with special projects. OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 1000/2999 Personal Services $ 280,671 $ 296,991 $ 303,572 $ 325,808 $ 325,808 3000/3999 Contractual Services - - - - - 4000/4999 Other Charges&Services 25,752 72,520 68,340 68,340 68,340 5000/5399 Commodities 1,880 3,579 4,750 4,750 4,750 5400/5499 Other Operating Expenses 2,464 1,782 3,450 3,450 3,450 rTotal Operating Expenses $ 310,767 $ 374,872 $ 380,112 $ 402,348 $ 402,348 * PERSONNEL ALLOCATION SUMMARY Position No. Position Title 2019/20 2020/21 2021/22 2022/23 0501 City Clerk 1.0 1.0 1.0 1.0 3005 Executive Assistant to City Clerk 1.0 1.0 1.0 1.0 Total 2.0 2.0 2.0 2.0 60 CITY CLERK'S OFFICE ORGANIZATION CHART rCity Clerk 40 Executive Assistant to the City Clerk 61 CITY OF AVENTURA CITY CLERK'S OFFICE FISCAL YEAR 2022/23 OBJECTIVES 1. To prepare and/or maintain accurate minutes of the proceedings of the City Commission, Local Planning Agency, and applicable Advisory Boards and other Committees of the City, as well as provide recaps of Commission and other applicable 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 certain 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 the City of Aventura municipal general and special 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 laws. 9. To prepare and provide for the distribution of Commission meeting and other applicable 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. PERFORMANCE WORKLOAD INDICATORS ACTUAL ACTUAL PROJECTED ESTIMATE PERFORMANCE WORKLOAD INDICATOR 2019/20 2020/21 2021/22 1 2022/23 No.of Sets of Minutes Prepared 51 65 46 46 No.of Public Notices Prepared 94 78 40 55 No.of Legal Advertisements Published 22 31 21 21 No.of Ordinances Drafted 10 21 10 10 No.of Resolutions Drafted 84 63 65 65 No.of Lien Requests Responded To 1,626 1,781 n/a n/a No.of Welcome Letters Prepared 120 148 120 116 No.of Agenda Packages Prepared/Distributed 53 79 36 36 No.of Agenda Recaps Prepared/Distributed 23 27 20 20 No.of Proclamations Issued 19 21 19 19 62 CITY OF AVENTURA CITY CLERK'S OFFICE 2022/23 BUDGETARY ACCOUNT SUMMARY 001-0801-519 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 PERSONAL SERVICES 1201 Employee Salaries $ 205,982 $ 215,448 $ 215,193 $ 236,533 $ 236,533 1401 Overtime 1,265 2,031 1,500 1,500 1,500 2101 FICA 15,389 15,804 16,462 18,095 18,095 2201 Pension 28,463 29,356 31,646 33,334 33,334 2301 Health,Life&Disability 29,097 33,861 37,996 35,494 35,494 2401 Workers'Compensation 475 491 775 852 852 r Subtotal � 280,671 296,991 303,572 325,808 325,808 OTHER CHARGES&SERVICES 4001 Travel&Per Diem - - 1,000 1,000 1,000 4041 Car Allowance 6,000 6,000 6,000 6,000 6,000 4101 Telephone 840 840 840 840 840 4701 Printing&Binding 35 1,595 1,000 1,000 1,000 4730 Records Retention 696 525 4,000 4,000 4,000 4740 Ordinance Codification 6,933 3,330 5,500 5,500 5,500 4911 Legal Advertising 13,636 4,111 25,000 25,000 25,000 4915 Election Expenses (2,388) 56,119 25,000 25,000 25,000 Subtotal 25,752 72,520 68,340 68,340 68,340 COMMODITIES 5101 Office Supplies 1,690 2,391 3,000 3,000 3,000 5290 Other Operating Supplies 190 1,188 1,750 1,750 1,750 Subtotal 1,880 3,579 4,750 4,750 4,750 OTHER OPERATING EXPENSES 5410 Subscriptions&Memberships 2,092 1,782 1,450 1,450 1,450 5420 Conferences&Seminars 372 2,000 2,000 2,000 Tubtotal � 2,464 1,782 3,450 3,450 3,450 Total City Clerk ' $ 310,767 $ 374,872 $ 380,112 $ 402,348 $ 402,348 63 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 8, 2022 Municipal General 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. 64 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 � 1 •1 1 FINANCE DEPARTMENT 65 CITY OF AVENTURA FINANCE FISCAL YEAR 2022/23 DEPARTMENT DESCRIPTION To provide overall financial and support services to the organization which includes accounting, cash management, purchasing, financial planning and budgetary control. OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021122 2022/23 2022/23 1000/2999 Personal Services $ 973,452 994,496 $ 1,008,484 $ 1,043,336 $ 1,043,336 3000/3999 Contractual Services 64,139 44,285 58,925 60,341 60,341 4000/4999 Other Charges&Services 23,790 23,616 35,960 20,260 20,260 5000/5399 Commodities 4,999 4,051 7,200 5,800 5,800 5400/5499 Other Operating Expenses 6,406 9,395 10,500 7,500 7,500 al Operating ExpeW $ 1,072,786 1,075,843 $ 1,121,069 $ 1,137,237 $ 1,137,237 1 PERSONNEL ALLOCATION SUMMARY Position No. Position Title 2019/20 2020/21 2021/22 2022/23 00151 Assistant City Manager— Finance and Administration 1.0 1.0 1.0 1001 Finance Director - 1.0 1501 Controller 1.0 1.0 1.0 1.0 Budget Manager - 1.0 1301 Purchasing Agent 1.0 1.0 1.0 1.0 1201-1202 Accountant 2.0 2.0 2.0 2.0 3601 Customer Service Rep.II 1.0 1.0 1.0 1.0 Total 6.0 6.0 6.0 7.0 66 FINANCE DEPARTMENT ORGANIZATION CHART - Director Purchasing Accoun in Buclizet ■ ■• - t ControllerManager irAccountant(2) Customer - e Representative 11 Headings above that are underlined, represent a function and/or service of the department. 67 CITY OF AVENTURA FINANCE FISCAL YEAR 2022/23 OBJECTIVES 1. Invest idle funds in accordance with the City's Investment Policy 100% of the time. 2. Issue Annual Comprehensive Financial Report ("Annual Report") by March 31st of each year. 3. Obtain Government Finance Officers Association's Certificate of Achievement for Excellence in Financial Reporting for the Annual Report each year. 4. Obtain Government Finance Officers Association's Distinguished Budget Presentation Award for the City's Annual Operating and Capital Budget each year. 5. Produce/distribute quarterly financial monitoring reports within 30 days of quarter-end. 6. Annually review adequacy of purchasing procedures. 7. Issue purchase orders within two (2) business days of approval. 8. Process all invoices within ten (10) business days of approval. 9. Process bi-weekly payroll/related reports in a timely and accurate manner. 10. Assist the City Manager in the development, preparation and the administration of the City's Annual Budget, Capital Improvement Program and the ACES and the DSAHS Budgets. PERFORMANCE WORKLOAD INDICATORS ACTUAL ACTUAL PROJECTED ESTIMATE PERFORMANCE WORKLOAD INDICATOR 2019/20 2020/21 2021/22 1 2022/23 %of idle funds invested in accordance with policy 100% 100% 100% 100% Number of Annual Reports issued prior to 3/31 1 1 1 1 Number of GFOACertificate of Achievements 1 1 1 1 Number of quarterly reports producedtimel 4 4 4 4 Annually review purchasing pEocedures 1 1 2 1 •of purchase orders issued within 2 days 98% 99% 100% 100% •of invoices processed within 10 days 98% 99% 99% 100% Number ofbi-weekly payroll processed timely 26 26 26 26 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 4 4 4 4 68 CITY OF AVENTURA FINANCE 2022/23 BUDGETARY ACCOUNT SUMMARY 001-1001-513 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 PERSONAL SERVICES 1201 Employee Salaries $ 683,674 $ 697,554 $ 700,234 $ 753,317 $ 753,317 2101 FICA 47,461 48,947 53,568 57,629 57,629 2201 Pension 96,147 98,002 101,170 105,433 105,433 2301 Health,Life&Disability 144,640 148,442 150,991 124,245 124,245 2401 Workers'Compensation 1,530 1,551 2,521 2,712 2,712 r Subtota= 973,452 994,496 1,008,484 1,043,336 1,043,336 CONTRACTUAL SERVICES 3180 Medical Exams-New Employees 2,150 872 4,200 - - 3190 Prof.Services 3,689 1,713 4,525 3,475 3,475 3201 Prof.Services-Auditor 58,300 41,700 50,200 56,866 56,866 Subtotal 64,139 44,285 58,925 60,341 60,341 OTHER CHARGES&SERVICES 4001 Travel&Per Diem 1,772 1,206 7,000 5,000 5,000 4101 Communication Services 1,440 1,440 1,440 840 840 4041 Car Allowance 1,248 1,147 700 6,000 6,000 4650 R&M-Office Equipment 6,440 1 6,400 - - 4701 Printing&Binding 3,791 1,869 3,420 3,420 3,420 4910 Advertising 9,099 17,953 17,000 5,000 5,000 Subtotal 23,790 23,616 35,960 20,260 20,260 COMMODITIES 5101 Office Supplies 3,939 2,751 5,000 5,000 5,000 5120 Computer Operating Supplies 467 561 500 500 500 5220 Gas&Oil 303 495 1,400 - - 5290 Other Operating Supplies 290 244 300 300 300 Subtotal 4,999 4,051 7,200 5,800 5,800 OTHER OPERATING EXPENSES 5410 Subscriptions&Memberships 4,001 4,701 4,000 3,500 3,500 5420 Conferences&Seminars 2,405 3,390 5,000 2,500 2,500 5450 Training - 1,079 1,000 1,000 1,000 5901 Contingency - 225 500 500 500 r Subtota'j 6,406 9,395 10,500 7,500 7,500 ' Total Finance 1,072,786 $ 1,075,843 $ 1,121,069 $ 1,137,237 $ 1,137,237 69 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 National Institute of Governmental Procurement 4101 Communication Services— Includes telephone services for department personnel. 4910 Advertising — Includes the cost of advertising all bid and RFP 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 Government Finance Officers Association National Contract Management Association National Institute of Governmental Procurement South Florida Government Finance Officers Association 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. Florida Association of Public Procurement Officer Florida City & County Manager's Association Florida Government Finance Officers Association Florida Institute of Certified Public Accountants Government Finance Officers Association National Institute of Governmental Procurement South Florida Government Finance Officers Association 70 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 •1 �1 HUMAN RESOURCES DEPARTMENT 71 CITY OF AVENTURA HUMAN RESOURCES FISCAL YEAR 2022/23 DEPARTMENT DESCRIPTION To provide overall financial and support services to the organization which includes personnel management and risk management. OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021122 2022/23 2022/23 1000/2999 Personal Services $ - - $ - $ 137,299 $ 137,299 3000/3999 Contractual Services 50,000 50,000 4000/4999 Other Charges&Services 87,100 87,100 5000/5399 Commodities 2,500 2,500 5400/5499 Other Operating Expenses 8,020 8,020 Total Operating Expenses $ - - $ - $ 284,919 $ 284,919 PERSONNEL ALLOCATION SUMMARY Position No. Position Title 2019/20 2020/21 2021/22 2022/23 13701 Human Resources Manager 1.0 1.0 1.0 1.0 Tota 1 1.0 1.0 1.0 1.0 72 HUMAN RESOURCES DEPARTMENT ORGANIZATION CHART ResourcesHuman Manager 73 CITY OF AVENTURA HUMAN RESOURCES FISCAL YEAR 2022/23 OBJECTIVES 1. Maintain an effective personnel system to allow for timely recruitment and retention of employees. 2. Partnering with departments to provide guidance and consultation on human resources matters. 3. Audit human resources practices and processes to ensure efficiency and compliance with state and federal laws. 4. Preparation and maintenance of comprehensive pay plan to ensure competitiveness with the job market. 5. Automate and support the entire employee life cycle, streamlining processes and diversity initiatives. 6. Annually review adequacy of insurance coverage. 7. Work closely with all departments in an effort to protect the City's financial, physical, and human resources in connection with occupational health and safety, loss control, claims management, insurance and risk. PERFORMANCE WORKLOAD INDICATORS ACTUAL ACTUAL PROJECTED ESTIMATE PERFORMANCE WORKLOAD INDICATOR 2019/20 2020121 2021/22 2022/23 Annually review adequacy of insurance coverage 1 1 1 1 Number of New Hires—Full-time 9 9 18 15 Number of New Hires—Part-time 6 6 13 14 Number of New on the job injuries (Workers Comp claims filed) N/A N/A 62 57 Annual staff developmentand training N/A N/A 1 3 Employee Engagement Events N/A N/A 2 5 74 CITY OF AVENTURA HUMAN RESOURCES 2022123 BUDGETARY ACCOUNT SUMMARY 001-1101-513 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019120 2020/21 2021122 2022123 2022123 PERSONAL SERVICES 1201 Employee Salaries $ $ $ $ 103,806 $ 103,806 2101 FICA 7,941 7,941 2201 Pension 13,833 13,833 2301 Health,Life&Disability 11,345 11,345 2401 Workers'Compensation 374 374 IF Subtotal 137,299 137,299 CONTRACTUAL SERVICES 3180 Medical Exams -New Employees 4,500 4,500 3190 Prof.Services 45,500 45,500 3201 Prof.Services-Auditor Subtotal 50,000 60,000 OTHER CHARGES&SERVICES 4001 Travel&Per Diem 4,000 4,000 4101 Communication Services 600 600 4041 Car Allowance 6,000 6,000 4650 R&M -Office Equipment 28,000 28,000 4701 Printing&Binding 1,000 1,000 4801 Employee promotional events 31,000 31,000 4910 Advertising 16,500 16,500 Subtotal 87,100 87,100 COMMODITIES 5101 Office Supplies 2,500 2,500 5120 Computer Operating Supplies 5220 Gas&Oil 5290 Other Operating Supplies Subtotal 2,500 2,500 OTHER OPERATING EXPENSES 5410 Subscriptions &Memberships 520 520 5420 Conferences&Seminars 3,500 3,500 5450 Training 3,500 3,500 5901 Contingency 500 500 Subtotal 8,020 89020 Total HR $ $ $ 284,919 $ 284,919 75 HUMAN RESOURCES BUDGET JUSTIFICATIONS 3190 Professional Services —The cost related to contracting a temporary human resources assistant. 4001 Travel & Per Diem—The costs associated with employees to attend conferences and seminars in order to maintain professional designations and to remain current in their respective field. HR Florida Conference & Expo Society for Human Resources Management National Conference Public Risk Management Conference 4101 Communications 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 recruitment, onboarding, forms and performance management process. 4801 Promotional Activities/Employee Engagement Programs — Includes the cost of engagement programs for City employees. Employee Appreciation Day Employee Health Fair Thanksgiving Luncheon Holiday Luncheon Intern Appreciation Luncheon Employee Outing Take Your Child to Work Day Halloween Employee Event Recruitment Promo Items 4910 Advertising — Includes the cost of advertising employment opportunity notices. 5410 Subscription & Memberships — Includes the cost to fund memberships and subscriptions to professional organizations. Society for Human Resources Management International Public Management Association for Human Resources Greater Miami Society for Human Resources Florida Public Human Resources Association, Inc. Human Resources Association of Broward County 5420 Conferences & Seminars— Includes the cost to maintain professional designations as well as educate and inform staff of the latest developments and trends in the Human Resources/Risk field. Akerman Labor& Employment Law Seminar Florida Public Human Resources Association Annual Conference HR Florida Conference & Expo International Public Management Association or other personnel related conferences & seminars Society for Human Resource Management National Conference 76 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 •1 �1 INFORMATION TECHNOLOGY DEPARTMENT 77 CITY OF AVENTURA INFORMATION TECHNOLOGY FISCAL YEAR 2022/23 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 2020/21 2020/21 2021/22 2022/23 2022/23 1000/2999 Personal Services $ 864,217 $ 881,235 $ 785,720 $ 825,007 $ 825,007 3000/3999 Contractual Services 1,489 9,516 10,000 10,000 10,000 4000/4999 Other Charges&Services 259,842 283,606 334,280 371,423 371,423 5000/5399 Commodities 14,323 16,477 17,000 17,000 17,000 5400/5499 Other Operating Expenses 2,757 4,721 7,235 7,550 7,550 Total Operating Expenses $ 1,142,628 $ 1,195,555 $ 1,154,235 $ 1,230,980 $ 1,230,980 PERSONNEL ALLOCATION SUMMARY Position No. Position Title 2019/20 2020/21 2021/22 2022/23 9201 Information Technology Director 1.0 1.0 1.0 1.0 14101 IT Operations Manager 1.0 1.0 1.0 1.0 8701 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 - - 13601 IT Support/Project Specialist 1.0 1.0 1.0 1.0 Total 6.0 6.0 5.0 5.0 78 INFORMATION TECHNOLOGY DEPARTMENT ORGANIZATION CHART TechnologyInformation• - . IT Operations Manager Support/ProjectNetwork Administr:tor 111.1 IT AdministratorNetwork 79 CITY OF AVENTURA INFORMATION TECHNOLOGY FISCAL YEAR 2022/23 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 the Aventura City of Excellence School ("ACES"). 3. Assist and support ACES One-to-One (1:1) student device initiative. 4. Provide a central computer system that serves the information management needs of all departments. 5. Provide help desk support and services to all City and ACES staff. 6. Develop a 3 to 5-year replacement cycle for computing equipment. 7. Expand E-Government applications and services. 8. Provide training on computer applications and computer-related topics. PERFORMANCE WORKLOAD INDICATORS ACTUAL ACTUAL PROJECTED ESTIMATE PERFORMANCE WORKLOAD INDICATOR 2019/20 2020/21 2021/22 1 2022/23 %oftime computer network is operational 99% 99% 99% 99% %oftime ACES computer network is operational 99% 99% 99% 99% Number ofworkstations supported 1,488 1,684 1,690 1,700 Number of physical servers supported 23 23 22 22 Number ofvirtual servers supported 39 42 42 42 Number of help desk support cases 5,093 5,997 5,250 5,300 Number of training sessions held 4 4 4 2 80 CITY OF AVENTURA INFORMATION TECHNOLOGY 2022/23 BUDGETARY ACCOUNT SUMMARY 001-1201-513 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2020/21 2020/21 2021/22 2022/23 2022/23 PERSONAL SERVICES 1201 Employee Salaries $ 613,177 $ 625,145 $ 545,268 $ 586,618 $ 586,618 2101 FICA 43,094 43,848 41,713 44,876 44,876 2201 Pension 83,180 84,032 78,093 80,417 80,417 2301 Health,Life&Disability 1239384 1269811 1189688 1109990 1109990 2401 Workers'Compensation 19382 19399 1,958 29106 2,106 Subtotal 864,217 881,235 7859720 825,007 8259007 CONTRACTUAL SERVICES 3190 Other Prof.Services 19489 99516 10,000 109000 10,000 Subtotal 1,489 9,516 109000 10,000 109000 OTHER CHARGES&SERVICES 4001 Travel&Per Diem 19714 29355 59300 99200 99200 4041 Car Allowance 69000 69000 69000 69000 69000 4101 Communication Services 79845 79830 79040 79040 79040 4650 R&M-Office Equipment 2059695 2299926 2889690 3209733 3209733 4701 Printing&Binding 35 123 250 250 250 4851 Web Page Maintenance 169097 179580 - - - 4852 Email Hosting Services 229456 19,792 27,000 289200 28,200 Subtotal 259,842 283,606 334,280 371,423 371,423 COMMODITIES 5101 Office Supplies 19417 932 29000 29000 2,000 5120 Computer Operating Supplies 12,906 15,545 159000 15,000 15,000 Subtotal 14,323 16,477 17,000 179000 17,000 OTHER OPERATING EXPENSES 5410 Subscriptions&Memberships 1,359 2,041 1,400 1,400 1,400 5420 Conferences&Seminars 774 511 1,835 2,150 2,150 5450 Training 624 29169 4,000 4,000 4,000 ff'Subtotal 2,757 4,721 7,235 7,550 7,550 Total Information Technology $ 1,142,628 $ 1,195,555 $ 1,154,235 $ 1,230,980 $ 1,230,980 81 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 conferences and seminars in order to stay current in their field. Florida Local Government Information Systems Association Central Square User Training Educational Technology Conference 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, backup solutions and application maintenance. 4852 Email Hosting Services — Costs associated with providing email, virus protection and spam filtering for City staff. 5120 Computer Operating Supplies — Includes the cost of minor supplies and software to maintain existing systems and to upgrade to the 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 Technical resource subscriptions 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 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. 82 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 � 1 •1 1 POLICE DEPARTMENT 83 CITY OF AVENTURA POLICE FISCAL YEAR 2022/23 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 2019/20 2020/21 2021/22 2022/23 2022/23 1000/2999 Personal Services $ 18,590,601 $ 19,014,857 $ 19,099,740 $ 19,733,943 $ 19,733,943 3000/3999 Contractual Services 797,128 769,021 730,000 820,000 820,000 4000/4999 Other Charges&Services 793,672 887,241 1,094,200 1,151,700 1,151,700 5000/5399 Commodities 414,304 508,016 517,550 681,500 681,500 5400/5499 Other Operating Expenses 27,133 54,389 66,500 67,000 67,000 Total Operating Expenses $ 20,622,838 $ 21,233,524 $ 21,507,990 $ 22,454,143 $ 22,454,143 PERSONNEL ALLOCATION SUMMARY Position No. Position Title 2019/20 2020/21 2021/22 2022/23 0901 Chief of Police 1.0 1.0 1.0 1.0 9401-9402 Majors 3.0 3.0 3.0 3.0 2601 Commander - - - - 3002 Executive Assistant 1.0 1.0 1.0 1.0 2201-2205 Captains 5.0 5.0 5.0 5.0 2301-2313 Sergeants 12.0 13.0 13.0 13.0 2101-2111 Detectives 8.0 8.0 11.0 12.0 2001-2059 Police Officers 63.0 62.0 59.0 60.0 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/Property Room Custodian II 1.0 1.0 1.0 1.0 4801 Crime Scene/Property Room Custodian I 1.0 1.0 1.0 1.0 2801-2804 Police Service Aides 4.0 4.0 4.0 4.0 6301 Records Manager 1.0 1.0 1.0 1.0 6901-6903 Records Clerk 3.0 3.0 3.0 3.0 1401 Public 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 4.0 12901-12906 Communication Officer III 6.0 6.0 6.0 4.0 6701-6702 Communication Officer II 3.0 2.0 2.0 1.0 2701-2705 Communication Officer 4.0 5.0 5.0 6.0 8601-8602 Administrative Asst.III 2.0 2.0 2.0 1.0 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 130.0 130.0 130.0 130.0 84 POLICE DEPARTMENT ORGANIZATION CH . - Chief of Police Staff Inspection/ Headings above that are underlined,, represent a function and/or service of the department. 85 Accreditation Internal Affairs Executive Assistant Administrati - Operations Specialized Services Major Services Major Captain Major Captain Captain Sergeant Sergeant- Patrol Sergeant Officer Officer-Patrol Personnel and 5ergent- Mall detective Training) Officer-Mall 911 Manager Sergeant-Traffic Property Comm Supervisor Officer-Traffic Room/Crime Scene Comm Officer III Supervisor Sergeant-Comm Comm Officer II Police Comm Officer Crime Scene/Property Marine Patrol Room Custodian II Records Manager Police Service Aide Records Clerk Crime Records Specialist Scene/Property School Resource Roam Custodian I Officer Fleet Mgr/Quartermaster Crime Prevention Adminstrative Emergency Vehicle Coordinator Assistant III Tech Fleet Maintenance Officer-CSU Officer-Task Farce Worker Personnel/Training Specialist CITY OF AVENTURA POLICE FISCAL YEAR 2022/23 OBJECTIVES 1. Workforce Initiative: • Develop and retain a quality workforce. Enhance employee competency and cultivate new leadership. • Plan for anticipated personnel openings by continuing with an established 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 special events and potential uncertainties. 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 DSAHS. (DARE, Driving, Police Explorers, Student-led Police Club and Social Media Safety). • Expand and integrate new school safety technology. Continue testing and training with our current security measures to ensure an effective police response during critical incidents. 3. Internal Departmental Efficiency Initiative: • Organizational restructuring to prioritize efficiency, accommodate evolving priorities and enhance effectiveness of policing for the community that we serve. • Prioritize in-service training that will ensure compliance with state and national mandates. 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 town hall events 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. • Enhance relationships with the community through police department initiated events and guidance from the Community Advisory Panel. 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. • Utilize effective social media content to promote the department's image and enhance outreach. 86 6. Traffic Safety Initiatives: • Continue with strategies that have reduced 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 2019/20 2020/21 2021/22 2022/23 Man-hours Assigned to traffic flow issues 12,000 12,000 12,000 12,100 Progress Toward National Re-accreditation 25% 100% 100% 25% Personnel Hired 5 8 12 7 Community Programs 15 22 24 23 Community Presentations 15 19 24 21 Community Involve m ent Activities 20 22 25 24 Man hours Assigned to School Resources 2,400 4,328 4,328 4,328 Calls for Service 15,730 15,343 15,500 15,700 Arrests 969 991 884 984 Accidents 1,414 1,709 2,012 2,112 Traffic Citations 3,939 4,212 5,316 5,516 Parking Citations Issued 424 817 1,252 1,352 Part 1 Crimes Reported 1,638 1,560 1,708 1,908 Customer Service Surveys 500 534 500 550 87 CITY OF AVENTURA 2022/23 BUDGETARY ACCOUNT SUMMARY 001-2001-521 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 PERSONAL SERVICES 1201 Employee Salaries 10,992,495 10,982,266 11,614,155 11,959,082 11,959,082 1390 Court Time 78,272 43,306 140,000 190,000 190,000 1401 Overtime 1,216,505 1,720,944 900,000 1,000,000 1,000,000 1410 Holiday Pay 198,048 249,380 150,000 265,000 265,000 1501 Police Incentive Pay 78,341 77,359 80,040 76,920 76,920 2101 RCA 915,691 942,564 907,802 944,068 944,068 2201 Pension 2,511,821 2,348,382 2,463,314 2,575,029 2,575,029 2301 Health,Life&Disability 2,152,006 2,178,365 2,299,693 2,151,954 2,151,954 2401 Workers'Compensation 447,422 472,291 544,736 571,890 571,890 Subtota 18,590,601 19,014,857 19,099,740 19,733,943 19,733,943 CONTRACTUAL SERVICES 3170 Temporary Staff 2,265 22,641 - - - 3180 Medical Exams 4,143 9,202 10,000 30,000 30,000 3190 Prof.Services-Traffic Safety Program 733,383 729,371 700,000 750,000 750,000 3192 Prof.Services 57,337 7,807 20,000 40,000 40,000 Subtotal 797,128 769,021 730,000 820,000 820,000 OTHER CHARGES&SERVICES 4001 Travel&Per Diem 8,600 15,378 25,000 27,000 27,000 4040 Administrative Expenses 34,787 25,449 26,500 26,500 26,500 4042 Recruiting&Hiring Expense 4,655 5,015 10,000 12,000 12,000 4043 CALEA Accreditation 4,770 4,770 9,200 5,000 5,000 4050 Investigative Expense 15,276 20,367 24,000 24,000 24,000 4101 Communication Services 136,904 119,309 183,000 183,000 183,000 4201 Postage 3,634 4,117 4,000 4,200 4,200 4420 Leased Equipment 50,462 85,298 105,000 130,000 130,000 4440 Copy Machine Costs 2,731 2,088 4,500 5,000 5,000 4610 R&M-Vehicles 131,024 226,666 140,000 160,000 160,000 4645 R&M-Equipment 260,128 237,965 420,000 420,000 420,000 4650 R&M-Office Equipment 135,735 136,000 138,000 150,000 150,000 4701 Printing&Binding 4,966 4,819 5,000 5,000 5,000 Subtotal 793,672 887,241 1,094,200 1,151,700 1,151,700 COMMODITIES 5101 Office Supplies 12,629 13,355 14,000 15,000 15,000 5120 Computer Operating Supplies 7,759 7,109 15,000 16,000 16,000 5220 Gas&Oil 205,777 246,860 245,000 400,000 400,000 5240 Uniforms 41,356 37,932 40,000 42,000 42,000 5245 Uniform Allowance 42,334 124,060 87,550 88,000 88,000 5266 Photography 751 1,060 1,000 1,500 1,500 5270 Ammunition 38,846 17,360 45,000 47,000 47,000 5290 Operating Supplies 64,852 60,280 70,000 72,000 72,000 Subtotal 414,304 508,016 517,550 681,500 681,500 OTHER OPERATING EXPENSES 5410 Subscriptions&Memberships 3,420 5,986 7,000 7,500 7,500 5430 Educational Assistance 824 3,000 4,500 4,500 4,500 5450 Training 22,889 45,403 55,000 55,000 55,000 Subtotal 27,133 54,389 66,500 67,000 67,000 Total Police $ 20,622,838 $ 21,233,524 $ 21,507,990 $ 22,454,143 $ 22,454,143 88 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, Miami-Dade County court subpoena program and arrest form program fees, 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. 89 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, ammunitions, 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. 90 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 •1 �1 COMMUNITY DEVELOPMENT DEPARTMENT 91 CITY OF AVENTURA COMMUNITY DEVELOPMENT FISCAL YEAR 2022/23 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 2019/20 2020/21 2021/22 2022/23 2022/23 1000/2999 Personal Services $ 697,852 $ 784,614 $ 784,751 $ 789,388 $ 789,388 3000/3999 Contractual Services 1,791,260 2,189,042 2,205,046 2,800,000 2,800,000 4000/4999 Other Charges&Services 81,142 92,151 104,550 104,550 104,550 5000/5399 Commodities 8,200 9,246 9,500 9,500 9,500 5400/5499 Other Operating Expenses 2,957 2,856 3,500 2,250 2,250 Total Operating Expenses $ 2,581,411 $ 3,077,909 $ 3,107,347 $ 3,705,688 $ 3,705,688 PERSONNEL ALLOCATION SUMMARY Position No. Position Title 2019/20 2020/21 2021/22 2022/23 13101 Community Development Director 1.0 1.0 1.0 1.0 4201 Building Official(P/T) 1.0 1.0 1.0 1.0 Planner - - - 1.0 9001 Executive Assistant/Planning Technician 1.0 1.0 1.0 - Assistant Manager-Administration 1.0 14301 Customer Service Rep III - 1.0 1.0 1.0 Assistant Manager-Operations 1.0 3601-3604 Customer Service Rep II 4.0 1.0 1.0 - 8901 Code Compliance Officer II/Zoning Review 1.0 1.0 1.0 - 8902 Code Compliance Officer I - - 1.0 1.0 8902 Code Compliance Officer(P/T) 1.0 1.0 - - Total Full-Time 7.0 5.0 6.0 6.0 Total Part-Time 2.0 2.0 1.0 1.0 Total 9.0 7.0 7.0 7.0 92 COMMUNITY • ' DEPARTMENT ORGANIZATION CHART Community Development Headings above that are underlined, represent a function and/or service of the department. 93 Director Administration Operations Management Assistant Management Assistant Cade Compliance 6uildin� Building Official Planning and Zoning Cade Compliance Officer Customer Service Rep III Planner CITY OF AVENTURA COMMUNITY DEVELOPMENT FISCAL YEAR 2022/23 OBJECTIVES 1. Provide customer-focused technical assistance to the community. 2. Provide staff support for land planning and development, zoning, building permit and inspections, business tax receipts, code compliance, intersection safety, records and lien request services. 3. Provide staff support and training for the Department's TRAKiT software for Building, Code, Planning and Zoning and Local Business Tax Receipt functions. 4. Facilitate submission of all planning, zoning and local business tax receipts, project and permit forms digitally via the City's website and implement digital submission of permit applications and project plans. 5. Provide E-TRAKiT for online inspection requests and results. 6. Complete building inspections within 24 hours of the request. 7. Complete non-complex building plan review within 10 days. 8. Implement credit card payment for permit payment. 9. Maintain privatized building inspection and review. 10. Initiate a running, voluntary customer survey to measure satisfaction with technical assistance and customer service with land development, variance applications, permitting and business regulation. PERFORMANCE WORKLOAD INDICATORS ACTUAL ACTUAL PROJECTED ESTIMATE PERFORMANCE WORKLOAD INDICATOR 2019/20 2020/21 2021/22 1 2022/23 %of Customer comments Identifying Improvements Needed NA NA NA 5% Average Hours of TRAKiT Traininger Em Io ee NA - 8 8 No.of Local Business Tax Receipts Issued 447 1,870 2,000 2,000 No.of Code Warnings and Notice of Violations Issued 106 132 225 200 No.of Special Master Hearings 323 592 450 400 %of Applications Submitted Digitally NA 0% 25% 40% No.of Building Permits Issued 3,214 3,913 5,000 5,200 No.of Building Inspections Performed 10,233 11,283 14,000 14,500 No.of Land Development Applications Processed(All Types) 14 27 24 25 •of Inspections Performed within 24 Hrs.of Request 100% 99% 98% 98% •of Plan Reviews Conducted within 10 Days 95% 97% 99% 99% No.of Lien Requests Responded to 1,626 2,845 3,390 3,800 %of Perm its Paid by Credit Card NA 0% 72% 80% of Inspections Requested via Online Portal NA 50% 100% 100% 94 CITY OF AVENTURA COMMUNITY DEVELOPMENT 2022/23 BUDGETARY ACCOUNT SUMMARY 001-4001-524 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 PERSONAL SERVICES 1201 Employee Salaries $ 513,930 $ 588,503 $ 558,180 $ 575,382 $ 575,382 1401 Overtime 972 1,294 3,000 3,000 3,000 2101 FICA 38,116 43,763 42,701 44,017 44,017 2201 Pension 57,440 63,867 70,901 71,944 71,944 2301 Health,Life&Disability 829859 81,872 949486 79,747 79,747 2401 Workers'Compensation 49535 5,315 159483 15,298 15,298 Subtotal 697,852 7849614 784,751 789,388 789,388 CONTRACTUAL SERVICES 3101 Building Inspection Services 196899153 291039748 199369046 296509000 296509000 3190 Prof.Services 1029107 85,294 269,000 150,000 1509000 Subtotal 1,791,260 2,1899042 292059046 298009000 2,800,000 OTHER CHARGES&SERVICES 4001 Travel&Per Diem 973 - 49000 49000 49000 4041 Car Allowance 69000 69517 69000 69000 69000 4101 Communication Services 19027 19180 19500 19500 19500 4420 Lease Equipment 29159 19908 29800 29800 29800 4610 R&M-Vehicles 102 38 19000 19000 19000 4645 R&M-Equipment 359257 379776 479250 479250 479250 4701 Printing 99023 49898 29000 29000 29000 4730 Records Retention 269601 39,834 40,000 409000 409000 Subt 81,142 929151 1049550 104,550 104,550 COMMODITIES 5101 Office Supplies 69149 79210 69000 69000 69000 5120 Computer Operating Supplies 19800 19985 29000 29000 29000 5220 Gas&Oil 251 51 19000 19000 19000 5240 Uniforms - - 500 500 500 Subtotal 8,200 9,246 9,500 9,500 9,500 OTHER OPERATING EXPENSES 5410 Subscriptions&Memberships 537 19629 1,500 250 250 5420 Conferences&Seminars 1,993 766 1,500 1,500 19500 5450 Training 427 461 500 500 500 Subtotal 2,957 2,856 3,500 2,250 2,250 Total Community Development $ 2,581,411 $ 3,077,909 $ 3,107,347 $ 3,705,688 $ 3,705,688 95 COMMUNITY DEVELOPMENT BUDGET JUSTIFICATIONS 3101 Building Inspection Services — Estimated costs associated with the private firm performing permit application review and building inspection services, including 40-year recertification and unsafe structure enforcement. The average number of building permits issued on a monthly basis has increased approximately 60% during FY 2022, as have revenues. BUILDING PERMIT REVENUE PROJECTION FOR FY 2022/23 = $3,200,000 3190 Prof. Services — Costs associated with utilizing professional consulting services for traffic, civil engineering, architectural design, and landscape review of site plan proposals. There is additional cost for software licenses for the additional inspectors as well continuing costs for implementation of Central Square's e-TRAKiT software to improve online services related to building permits, business licensing, and code violations. Additional funding will be provided in the coming year to: • Continue the Department's transition to online submission and review of plans, permit applications, license applications, etc. This will include digital requesting and reporting of inspection results, digital payment of fees and online customer service enhancements. • Contract with a private firm in order to enhance the Department's technical plan review capabilities. Such services will include, but not be limited to, detailed plan review to ensure compliance with land development regulations and the drafting of potential Land Development Code changes in order to facilitate redevelopment initiatives in accordance with the City Commission's vision. 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 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. 96 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 •1 �1 COMMUNITY SERVICES DEPARTMENT 97 CITY OF AVENTURA COMMUNITY SERVICES FISCAL YEAR 2022/23 DEPARTMENT DESCRIPTION This Department is responsible for the maintenance of parks, community recreation, camps, athletic leagues, special events programming, and Community Center programming and activities. The Department is organized to provide a wide scope of recreational programs, activities and special events for all age groups on a quality basis. OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 1000/2999 Personal Services $ 1,043,650 $ 978,459 $ 1,077,812 $ 1,223,479 $ 1,223,479 3000/3999 Contractual Services 665,658 672,007 657,500 811,320 811,320 4000/4999 Other Charges&Services 660,855 1,020,551 838,200 1,255,000 1,255,000 5000/5399 Commodities 34,281 25,901 29,000 29,000 29,000 5400/5499 Other Operating Expenses 7,958 12,994 16,500 19,000 19,000 Total Operating Expenses $ 2,412,402 $ 2,709,912 $ 2,619,012 $ 3,337,799 $ 3,337,799 PERSONNEL ALLOCATION SUMMARY Position No. Position Title 2019/20 2020/21 2021/22 2022/23 5001 Community services Director 1.0 1.0 1.0 1.0 13901 Parks and Recreation Manager 1.0 1.0 1.0 1.0 14801-14802 Parks and Recreation Assistant Manager - - 2.0 3.0 1901 Parks and Recreation Supervisor 1.0 2.0 1.0 - 5801-5802 Park Attendant(FIT) 3.0 3.0 2.0 3.0 14501 Community Program Manager 1.0 1.0 1.0 1.0 10201 Community Rec Center Manager 1.0 1.0 - - 10301 Community Rec Center Assistant Manager 1.0 - 1.0 2.0 10401 Community Rec Center Supervisor 1.0 1.0 1.0 - 6601 Administrative Assistant(P/T) 1.0 1.0 1.0 1.0 5701-5709 Park Attendant(P/T) 11.0 11.0 9.0 8.0 Park Attendant(P/T)Seasonal 3.0 3.0 3.0 3.0 Total Full-Time 10.0 10.0 10.0 11.0 Total Part-Time 15.0 15.0 13.0 12.0 Total 25.0 25.0 23.0 23.0 98 COMMUNITY SERVICES DEPARTMENT ORGANIZATION CHART Community Services Director Administrative Assistant(PT) Community Program Manager Parks&Recreation Manager Contractual Contractual Community Programming Landscape Maintenance Parks&Recreaction Youth Sports Tennis Pro Assistant Manager(3) Youth Sports CRC Park Attendant Assistant Manager(2) Fr(3)PT(8) 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 Events and Activities: • Winter,Spring and Summer Camps • 7 Teacher Planning Day Programs • 12 Special Events including:four(4)Movie Nights, Earth/Arbor Day, July 4t" Fireworks, two (2) Bike events Volunteer Dinner, Founders Day, Halloween and Veterans Day • Recreation Programs,Activities,Afterschool Care and Classes • Youth and Adult Sports Leagues and Tennis • Park/Athletic Field Maintenance and Landscaping 99 CITY OF AVENTURA COMMUNITY SERVICES FISCAL YEAR 2022/23 OBJECTIVES 1. Identify and address problematic situations before the can escalate, and to promptly respond to concerns with accurate and timely information. 2. Work with the Community Services Advisory Board to aid in their mission of enhancing the beauty of the City and promoting Community events. 3. Implement the Department's approved Operating and Capital Improvement Budgets. 4. Redevelop the Community Recreation Center in our post-pandemic New Normal. 5. Provide community programming that educates participants in areas such as fairness, teambuilding, inclusion, and respect for one another. 6. Expand Summer Camp programming and Aftercare Programs, both of which provide enjoyable experiences for children and a safe option for families. 7. Strive to enhance the wellness of Aventura Residents and the sense of community through promotion of Department operated facilities. 8. Continue to make maximum use of all Department facilities to provide the greatest number of activity options for Aventura residents. 9. Provide Department members with the proper education and equipment to safely perform their duties in a working environment that is inclusive and their contributions are valued and respected. PERFORMANCE WORKLOAD INDICATORS ACTUAL ACTUAL PROJECTED ESTIMATE PERFORMANCE WORKLOAD INDICATOR 2019/20 2020121 2021/22 1 2022/23 Resident complaints&concerns cleared 48 35 40 40 Advisory Board Meetings attended 3 1 6 5 CIP projects completed 9 5 6 5 Founders Park attendance�� 102,810 148,169 150,000 153,000 Community Recreation Center attendance�� 44,521 49,396 80,000 85,000 Number of participants registered in youth sports 1,063 1,382 1,450 1,500 Number of Special Events(') 7 2 11 10 Due to the COMD-19 pandemic: Founders Park closed on March 13,2020 and reopened on May4,2020 with limited use and hours. The Community Recreation Center closed on March 13,2020,and reopened on June 8,2020 for Summer Care and provide Youth Sports Season ended in March instead of Mayand restarted in August202O without games per the New Normal. All Special Events were cancelled as of March 13,2020. 2022/23 Youth Sports Calendar Sport Season Basketball Oct-April Boys Soccer Oct-May Girls Soccer Oct-May Travel Soccer Sept-May Travel Basketball Oct-May 100 CITY OF AVENTURA COMMUNITY SERVICES 2022123 BUDGETARY ACCOUNT SUMMARY 001-5001-539 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022123 2022123 PERSONAL SERVICES 1201 Employee Salaries $ 713,062 $ 689,034 $ 750,638 $ 871,515 $ 871,515 1401 Overtime 13,706 17,186 15,000 15,000 15,000 2101 FICA 54,046 52,265 57,424 66,671 66,671 2201 Pension 79,142 51,838 79,670 90,181 90,181 2301 Health,Life&Disability 161,086 150,819 156,561 157,607 157,607 2401 Workers'Compensation 22,608 17,317 18,519 22,505 22,505 Subtotal 1,043,650 978,459 1,077,812 1,223,479 1,223,479 CONTRACTUAL SERVICES 3113 Prof.Services-Comm.Cen.Inst. 127,969 123,123 110,000 225,000 225,000 3150 Prof.Services-Landscape Arch. 24,025 13,230 12,500 15,000 15,000 3452 Lands/Tree Maint.Svcs-Parks 513,664 535,654 535,000 571,320 571,320 Subtotal 665,658 672,007 657,500 811,320 811,320 OTHER CHARGES&SERVICES 4001 Travel&Per Diem 86 3,970 5,000 6,000 6,000 4041 Car Allowance 6,000 6,000 6,000 6,000 6,000 4101 Communication Services 4,649 5,626 5,200 6,000 6,000 4420 Lease 2,723 2,491 4,000 4,000 4,000 4610 R&M-Vehicles 2,100 3,599 3,000 3,000 3,000 4645 R&M-Equipment 14,040 12,951 13,000 13,000 13,000 4672 R&M-Parks 113,073 160,068 120,000 130,000 130,000 4701 Printing&Binding 4,291 3,630 7,000 7,000 7,000 4850 Special Events 59,805 57,650 90,000 145,000 145,000 4851 Cultural/Recreation Programs 260,866 498,269 150,000 485,000 485,000 4852 Founders Day Activities 84,300 16,400 85,000 100,000 100,000 4854 Summer Recreation 108,922 249,897 350,000 350,000 350,000 Subtotal 660,855 1,020,551 838,200 1,255,000 1,255,000 COMMODITIES 5101 Office Supplies 2,891 2,436 3,500 3,500 3,500 5120 Computer Operating Supplies 25,189 17,719 17,000 17,000 17,000 5220 Gas&Oil 48 491 1,000 1,000 1,000 5240 Uniforms 5,998 5,130 6,000 6,000 6,000 5290 Other Operating Supplies 155 125 1,500 1,500 1,500 ir SubtotalIF IF 34,281 25,901 29,000 29,000 29,000 OTHER OPERATING EXPENSES 5410 Subscriptions&Memberships 2,422 3,887 3,000 4,000 4,000 5420 Conferences&Seminars 1,290 2,152 5,000 6,000 6,000 5450 Training 2,935 6,449 6,500 7,000 7,000 5901 Contingency 1,311 506 2,000 2,000 2,000 Subtotal 7,958 12,994 16,500 19,000 19,000 Total Community Services $ 2,412,402 $ 2,709,912 $ 2,619,012 $ 3,337,799 $ 3,337,799 101 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 12 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 41" Fireworks, two (2) Bike events, High School Seniors Graduation Parade, Halloween and Veterans Day. 4851 Culture/Recreation Programs — Provide for costs associated with establishing a wide variety of comprehensive recreation programming; 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 271" anniversary Founders Day activities. 5410 Subscriptions & Memberships — Provides for funding memberships in the Florida Recreation and Parks Association, National Recreation and Parks Association, Commission for Accreditation of Park and Recreation Agencies, 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, Commission for Accreditation of Park and Recreation Agencies, customer service training and local seminars. 102 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 � 1 •1 1 PUBLIC WORKS/TRANSPORTATION DEPARTMENT 103 CITY OF AVENTURA PUBLIC WORKS/TRANSPORTATION FISCAL YEAR 2022/23 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 2019/20 2020/21 2021/22 2022/23 2022/23 1000/2999 Personal Services $ 1,026,849 $ 1,070,498 $ 1,109,436 $ 1,157,882 $ 1,157,882 3000/3999 Contractual Services 1,371,207 1,402,985 1,350,000 1,027,425 1,027,425 4000/4999 Other Charges&Services 858,743 898,347 870,750 878,000 878,000 5000/5399 Commodities 10,030 13,316 12,500 16,700 16,700 5400/5499 Other Operating Expenses 7,280 3,848 8,000 11,000 11,000 Ftal Operating Expenses $ 3,274,109 $ 3,388,994 $ 3,350,686 $ 3,091,007 $ 3,091,007 PERSONNEL ALLOCATION SUMMARY Position No. Position Title 2019/20 2020/21 2021/22 2022/23 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 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 - - 15002-15003 Trades Worker II - - 2.0 2.0 Total 7.0 7.0 8.0 8.0 104 - UBLIC WORKS/TRANSPORTATION DEPARTMENT ORGANIZATION CH . - Public Works/Transportation Director • Executive Assistant Contractual Assistant Public Contractual Consulting Landsca eArchitect Works/Transportation Capital Projects Manager En ineers Shuttle Bus Service p Director g Public Works Contractual Stormwater Coordinator Facilities Manager Electrical Maintenance Landscape Maintenance Street Maintenance Trades Worker II(2) Contractual Building Maintenance (Trades Worker I} Pest Control Security Information Officer CapitalProjects• City C • • • Facilities Maintenance • • -- • Services • .•• • • Landscape Maintenance/Beautification • Pedestrian/Bicycle Programs Public• • P- • • • -- • -r Maintenance • Shuttle B - - •• • CITY OF AVENTURA PUBLIC WORKS/TRANSPORTATION FISCAL YEAR 2022/23 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. Provide a safe, clean and reliable Bicycle Sharing Program. 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. 19. Continue to maintain and make facility upgrades that enhance our response to COVID-19. PERFORMANCE WORKLOAD INDICATORS ACTUAL ACTUAL PROJECTED ESTIMATE PERFORMANCE WORKLOAD INDICATOR 2019/20 2020/21 2021/22 1 2022/23 Resident complaints &concerns cleared 165 173 213 200 Tree City re-certification 1 1 1 1 Stormwater basins/systems cleaned 20 19 22 25 Shuttle bus ridership 287,362 187,365 175,000 95,000 PW ermits issued 41 43 31 30 Illicit discharge inspections stormwater 14 17 15 17 NPDES permitinspection private property 14 22 27 27 Annual facility&mechanical inspections 30 31 30 30 Number ofBC cle rentals 2,963 1,146 1,420 1,600 106 CITY OF AVENTURA PUBLIC WORKS/TRANSPORTATION 2022/23 BUDGETARY ACCOUNT SUMMARY 001-5401-541 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 PERSONAL SERVICES 1201 Employee Salaries $ 705,878 $ 723,403 $ 765,929 $ 802,308 $ 802,308 1401 Overtime 18,148 28,708 2,500 10,000 10,000 2101 RCA 54,602 56,543 58,594 61,377 61,377 2201 Pension 101,443 102,865 111,486 113,864 113,864 2301 Health,Life&Disability 110,621 120,021 135,636 133,355 133,355 2401 Workers'Compensation 36,157 38,958 35,291 36,978 36,978 Subtotal 1,026,849 1,070,498 1,109,436 1,157,882 1,157,882 CONTRACTUAL SERVICES 3150 Prof.Services-Landscape Arch. - - 1,000 1,000 1,000 3160 Prof.Services-Security 34,163 51,323 50,000 - - 3450 Lands/Tree Maint.Svcs-Streets 810,158 831,310 754,000 781,425 781,425 3451 Bea utification/Signage 40,612 30,352 45,000 45,000 45,000 3455 Transportation Services 486,274 490,000 500,000 200,000 200,000 ff'Subtota � 1,371,207 1,402,985 1,350,000 1,027,425 1,027,425 OTHER CHARGES&SERVICES 4001 Travel&Per Diem - - 2,000 2,000 2,000 4041 Car Allowance 6,000 6,000 6,000 6,000 6,000 4101 Communication Services 2,803 3,667 2,750 3,500 3,500 4301 Utilities-Electric 71,346 92,385 72,000 72,000 72,000 4311 Utilities-Street Lighting 47,672 93,634 95,000 95,000 95,000 4320 Utilities-Water 508,347 494,169 430,000 430,000 430,000 4610 R&M-Vehicles 1,799 3,562 3,500 6,000 6,000 4620 R&M-Buildings 87,563 85,342 130,000 130,000 130,000 4631 R&M-Janitorial Services 34,808 25,311 46,000 50,000 50,000 4645 R&M-Equipment 5,070 1,482 3,500 3,500 3,500 4691 R&M-Streets 93,335 92,795 80,000 80,000 80,000 Subtotal 858,743 898,347 870,750 878,000 878,000 COMMODITIES 5101 Office Supplies 1,919 2,715 3,000 3,000 3,000 5120 Computer Operating Supplies 3,000 3,000 3,000 3,000 3,000 5220 Gas&Oil 2,818 5,457 3,000 7,000 7,000 5240 Uniforms 2,258 1,957 2,500 2,500 2,500 5290 Other Operating Supplies 35 187 1,000 1,200 1,200 Subtotal IF 'F 10,030 13,316 12,500 16,700 16,700 OTHER OPERATING EXPENSES 5410 Subscriptions&Memberships 2,036 1,923 1,500 2,000 2,000 5420 Conferences&Seminars 1,090 889 2,500 3,000 3,000 5450 Training 1,159 899 2,000 2,000 2,000 5901 Contingency 2,995 137 2,000 4,000 4,000 Subtotal 7,280 3,848 8,000 11,000 11,000 Total Public Works/Transportation $ 3,274,109 $ 3,388,994 $ 3,350,686 $ 3,091,007 $ 3,091,007 107 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 Beautification/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 199t" Street with LED fixtures, new banners and associated hardware. 3455 Transportation Services — Funding level includes providing three (3) mini-bus public transit routes six (6) days per week on a contractual basis that carries over 100,000 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. 108 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 •1 �1 ARTS CULTURAL CENTER DEPARTMENT 109 CITY OF AVENTURA ARTS & CULTURAL CENTER FISCAL YEAR 2022/23 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 providing a variety of performing arts and relevant cultural programming for audiences of all ages. OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORYRECAP 2019/20 2020/21 2021/22 2022/23 2022/23 1000/2999 Personal Services $ - $ - $ - $ - $ - 3000/3999 Contractual Services 653,680 523,565 719,588 734,244 734,244 4000/4999 Other Charges&Services 145,058 125,142 160,500 160,500 160,500 5000/5399 Commodities 2,257 2,336 6,700 6,700 6,700 5400/5499 Other Operating Expenses - - - - - Total Operating Expenses $ 800,995 $ 651,043 $ 886,788 $ 901,444 $ 901,444 PACA Contractual Employees 2019/20 2020/21 2021/22 2022/23 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(P/T) 0.75 0.75 0.75 0.75 Labor(P/T) 0.25 0.25 0.25 0.25 Total 5.30 5.30 5.30 5.30 110 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 underlined, represent a function and/or service of the department. 111 CITY OF AVENTURA ARTS & CULTURAL CENTER FISCAL YEAR 2022/23 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 2019/20 2020/21 2021/22 1 2022/23 Advisory Board Meetings attended 2 - 2 3 Number of performances/events 100 20 125 130 Total attendance 20,965 1,000 25,000 28,000 Number of promotional material produced 65 - 50 50 Summer Camp 1 1 1 1 %of patrons who respond favorably to AACC 1 80% 80% 80% 80% 112 CITY OF AVENTURA ARTS &CULTURAL CENTER 2022/23 BUDGETARY ACCOUNT SUMMARY 001-7001-575 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 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 1489560 1519536 1559328 1599984 1599984 3114 Prof.Services-Man Serv/Staffing 3619266 3189731 3799260 3899260 3899260 3115 Prof.Services-Man Serv/Marketing 249000 249000 309000 309000 309000 3190 Prof.Services-Programming 104,049 28,923 130,000 130,000 130,000 3410 Prof.Services-Janitorial Services 15,805 375 25,000 25,000 25,000 Subtotal 6539680 5239565 7199588 7349244 7349244 OTHER CHARGES&SERVICES 4101 Communication Services 7,166 79202 6,600 6,600 69600 4201 Postage - - 89600 89600 89600 4301 Utilities 499548 549735 549000 549000 549000 4440 Copy Machine Costs 19144 19044 29800 29800 29800 4620 R&M-Buildings 299063 579646 79000 79000 79000 4645 R&M-Equipment 29240 49379 69500 69500 69500 4701 Printing&Binding - 136 149500 149500 149500 4910 Advertising 549631 - 609000 609000 609000 4920 Licenses/Permit Fees 19266 - 500 500 500 Subtotal 145,058 125,142 1609500 160,500 160,500 COMMODITIES 5101 Office Supplies 687 832 19200 19200 19200 5120 Computer Operating Supplies 509 876 19000 19000 19000 5290 Other Operating Supplies 19061 628 49500 49500 49500 Subtotal 2,257 2,336 6,700 6,700 6,700 OTHER OPERATING EXPENSES 5901 Contingency - - - - - Subtotal - - - - - Total Arts&Cultural Center $ 800,995 $ 651,043 $ 886,788 $ 901,444 $ 901,444 113 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. 114 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 � 1 •1 1 NON-DEPARTMENTAL 115 CITY OF AVENTURA �EPARTMEftL-TRANSFERS 2022/23 BUDGETARY ACCOUNT SUMMARY 001-9001-581 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 200/21 2021/22 2022/23 2022/23 TRANSFERS 9118 Tffer-Charter School Fund(190) 100,000 100,000 150,000 150,000 150,000 9119 Tffer-Charter H.S.Fund(191) 115,000 150,000 150,000 150,000 150,000 9123 Tffer-Debt Svice Fund Ser 2010&/11 (230) 1,196,121 1,190,919 1,189,446 1,191,834 1,191,834 9124 Tffer-Debt Svice Fund Ser 2000(240) 694,700 - - - - 9125 Tffer-Debt Svice Fund Ser 2012(A)(250) 365,073 362,487 363,969 360,476 360,476 9126 Tffer-Debt Svice Fund Ser 2018(291) 496,100 496,808 497,240 497,212 497,212 9127 Tffer-Charter H.S.Construction Fund(393) 400,000 - - - - Total Non-Departmental-Transfers $ 3,366,994 $ 2,300,214 $ 2,350,655 $ 2,349,522 $ 2,349,522 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 with Bank of America. 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 with Bank of America. The related debt instrument was 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 with SunTrust Bank. 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 with BB&T Bank. 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. At this time, no other such transfers are anticipated. 116 CITY OF AVENTURA NON-DEPARTMENTAL _ 2022/23 BUDGETARY ACCOUNT SUMMARY 001-9001-590 OBJECT Rp APPROVED CITY MANAGER COMMISSION CODE TUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 019/20 2020/21 2021/22 2022/23 2022/23 PERSONAL SERVICES 2501 Unemployment $ 1,066 $ 2,842 $ 2,500 $ 4,500 $ 4,500 Subtotal 1,066 2,842 2,500 4,500 4,500 CONTRACTUAL SERVICES 3157 City Manager Recruitment - - - - - 3160 Prof.Services-Security - - - 60,000 60,000 3410 Prof.Services-Janitorial 74,548 66,066 75,000 75,000 75,000 Subtotal 74,548 66,066 75,000 135,000 135,000 OTHER CHARGES&SERVICES 4101 Communication Services 146,011 219,754 105,000 300,000 300,000 4201 Postage 9,901 6,921 12,000 12,000 12,000 4301 Utilities 167,853 164,863 175,000 200,000 200,000 4320 Water 23,424 31,979 18,000 32,000 32,000 4440 Copy Machine Costs 8,808 10,941 10,000 10,000 10,000 4501 Insurance 847,739 777,959 860,625 868,125 868,125 4620 R&M-Government Center 215,891 222,115 225,000 225,000 225,000 4650 R&M-Office Equipment 1,528 (40) 2,000 2,000 2,000 Subtotal 1,421,155 1,434,492 1,407,625 1,649,125 1,649,125 COMMODITIES 5211 Credit Card Fees - - - 20,000 20,000 5290 Other Operating Supplies 52,999 2,833 10,000 10,000 10,000 Subtota 52,999 2,833 10,000 30,000 30,000 OTHER OPERATING EXPENSES 5901 Contingency 32,257 40,254 50,000 50,000 50,000 5906 Hurricane/Preparation 2,070 276,831 - - - 5907 Hurricane/Supplies 468,357 - - - - Subtotal 502,684 317,085 50,000 50,000 50,000 Total Non-Departmental $ 2,052,452 $ 1,823,318 $ 1,545,125 $ 1,868,625 $ 1,868,625 117 NON-DEPARTMENTAL BUDGET JUSTIFICATIONS 2501 Unemployment— Unemployment costs. 3410 Prof. Services - Janitorial —Costs forjanitorial 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. 118 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 CIO it III `s � 't CAPITAL OUTLAY 119 CITY OF AVENTURA CAPITAL OUTLAY 2022/23 PROJECT APPROPRIATION 80XXIIIW OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021122 2022123 2022123 City Manager's Office-8006.612 6402 Computer Equipment<$6,000 $ 1,766 $ $ 2,000 $ 2,200 $ 2,200 Subtotal 1,766 2,000 2,200 2,200 City Clerk-8008.619 6402 Computer Equipment<$6,000 1,678 2,000 3,200 3,200 Subtotal i 1,678 2,000 3,200 3,200 Finance-8010-613 6402 Computer Equipment<$6,000 1,766 374 3,000 3,400 3,400 JF Subtotal IF JW 1,766 374 3,000 3,400 3,400 Information Technolociv.-8012.613 6401 Computer Equipment>$6,000 41,443 148,766 136,000 140,000 140,000 6402 Computer ui ment<$6,000 6,919 3,670 6,000 6,000 6,000 Subtotal 47,362 162,436 141,000 146,000 146,000 Police-8020.621 6401 Computer Equipment>$6,000 27,690 13,120 6402 Computer Equipment<$6,000 109,642 79,307 97,647 206,476 206,476 6407 Radio Purchase&Replace. 39,662 7,810 40,486 30,000 30,000 6410 Equipment>$6,000 37,933 171,622 249,669 186,000 186,000 6411 Equipment<$6,000 21,410 2,601 6414 Police Dept Office Improvements 116,649 94,392 6460 Vehicles 246,368 113,704 630,441 380,000 380,000 Subtotal 697,034 482,466 1,018,042 801,476 801,476 Community Development-8040.624 6402 Computer Equipment<$6,000 6,314 1,627 117,774 16,260 16,260 6410 Equipment>$6,000 26,000 26,000 r Subtotal' 6,314 1,627 117,774 41,260 41,260 Community Services-8060.63916411672 6402 Computer Equipment<$6,000 3,936 1,340 14,692 10,800 10,800 6410 Equipment>$6,000 27,606 14,000 20,000 20,000 6411 Equipment<$6,000 18,133 11,260 9,900 9,900 6206 Community Center Improvements 32,624 32,484 36,000 36,000 6310 Aventura Founders Park 102,138 46,369 10,000 69,600 69,600 6322 Waterways Park Improvements 29,196 12,360 13,060 13,060 6323 Waterways Dog Park Improvements 17,762 11,600 11,600 6326 Veterans Park Improvements 4,720 10,000 6,000 6,000 6327 Peace Park Improvements 39,261 166,180 4,000 4,000 Subtotal 236,114 132,434 223,472 169,760 169,760 120 CITY OF AVENTURA CAPITAL OUTLAY-CONTINUED 2022/23 PROJECT APPROPRIATION 001-80XX OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 Public Works/Transportation-8054-539/541/572 6420 HVAC Replacements - 9,035 - - - 6421 Government Center Improvements 273,473 - 25,000 20,000 20,000 6301 Beautification Projects 9,758 8,838 5,000 9,750 9,750 6309 Seawall Improvements - - - - - 6341 Transportation System Imp. 55,870 189,390 6352 Hurricane Landscape Restoration - - - - - 6402 Computer Equipment<$5,000 3,524 758 2,798 6,200 6,200 6410 Equipment>$5,000 - 38,263 - - - Subtotal 2869755 1129764 2229188 359950 359950 Charter School-8069-569 6402 Computer Equipment<$5,000 - - - - - Subtotal - - - - Arts&Cultural Center-8070-575 6402 Computer Equipment<$5,000 - 29740 59000 59600 59600 6410 Equipment>$5,000 809817 902 149000 189000 189000 Subtotal 809817 39642 199000 23,600 239600 Non-Departmental-8090-590 6101 Land Acquisition/Purchase 16,663 739998 2,791 - - 6999 Capital Reserve - - 149772,304 1497729304 1497729304 Subtotal 16,663 73,998 14,775,095 1497729304 1497729304 Total Capital $ 1,275,169 $ 959,631 $ 16,523,571 $ 15,999,129 $ 15,9999129 121 CAPITAL PROJECT DESCRIPTIONS CITY MANAGER'S OFFICE 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. FINANCE 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) 26,000 Desktop Scanner(s) 3,000 Laser Printer(s) 1,500 Replace Mobile Laptop(s) 60,000 Vehicle Printer(s) 9,975 Replace Server(s) 18,000 Vehicle Modem(s) 18,000 Data Storage 60,000 Laptop-Ruggized 4,000 Total $ 205,475 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. 122 CAPITAL PROJECT DESCRIPTIONS — CONTINUED POLICE —CONTINUED 6410 Equipment >$5,000 — This project consists of purchasing new equipment and replacing inefficient, defective or unusable equipment for the Police Department. Vehicle Equipment (9) $ 73,000 K-9 Vehicle Equipment 10,000 Replace In-Car Video (5) 36,000 Replace Interview Room Recording Equipment 16,000 Drone and Equipment 30,000 SWAT Sniper Rifles 21,000 Total 186,000 6450 Vehicles — This project consists of purchasing police vehicles to maintain a vehicle replacement program in the Police Department. Replace Patrol Vehicles (8) $ 340,000 Replace K-9 Vehicle 40,000 Total INLO 000 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. 6410 Equipment >$5,000 — This project consists of purchasing new equipment and replacing inefficient, defective or unusable equipment for the Community Development Department. 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. 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 $ 4,950 Replace Sports Fencing Panels 4,950 Total 9,900 6205 Community Center Improvements — This project consists of various improvements at the Community Recreation Center. 123 CAPITAL PROJECT DESCRIPTIONS — CONTINUED COMMUNITY SEVICES—CONTINUED 6310 Aventura Founders Park — This project consists of the maintenance, replacement and enhancement of various equipment and improvements at Founders Park. Security Enhancements $ 15,000 Shade Shelter (New at Playground) 25,000 Replace Benches and Trash Cans 8,000 Replace Playground Pole Padding 11,500 Total 59,500 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. PUBLIC WORKS/TRANSPORTATION 6420 HVAC Replacements — This project consists of replacing air conditioning unit at various City facilities. No such purchases are planned in FY 2022/23. 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. No such purchases are planned in FY 2022/23. 124 CAPITAL PROJECT DESCRIPTIONS — CONTINUED ARTS & CULTURAL CENTER 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 Lighting Console $ 18,000 125 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 Q nr� ern THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 126 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 � 1 •1 1 POLICE EDUCATION FUND 127 CITY OF AVENTURA POLICE EDUCATION FUND — 110 CATEGORY SUMMARY FISCAL YEAR 2022/23 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. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 310000/319999 Locally Levied Taxes $ - $ - $ - $ - $ - 320000/329999 Licenses&Permits 330000/339999 Intergovernmental Revenues 340000/349999 Charges for Services - - - - - 350000/359999 Fines&Forfeitures 4,203 2,475 5,500 5,500 5,500 360000/369999 Miscellaneous Revenues 124 12 - - - 380000/389999 Transfer from Funds - - 399900/399999 Fund Balance - - - - - Total Available $ 4,327 $ 2,487 $ 5,500 $ 5,500 $ 5,500 EXPENDITURES OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 1000/2999 Personal Services $ $ - $ - $ - $ - 3000/3999 Contractual Services 4000/4999 Other Charges&Services 5000/5399 Commodities - - - - 5400/5999 Other Operating Expenses 3,909 2,200 5,500 5,500 5,500 Total Operating Expenses 3,909 2,200 5,500 5,500 5,500 6000/6999 Capital Outlay - - - - - Total Expenditures $ 3,909 $ 2,200 $ 5,500 $ 5,500 $ 5,500 128 CITY OF AVENTURA POLICE EDUCATION FUND 110 2022/23 REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 Fines&Forfeitures 3511000 Fines $ 4,203 $ 2,475 $ 5,500 $ 5,500 $ 5,500 Subtotal 4,203 2,475 5,500 5,500 5,500 Miscellaneous Revenues 3611000 Interest 124 12 - - - Fair Market Adjustment - - WSubtotal� 124 12 Fund Balance 3999000 Carryover - - Subtotal - - - - - Total Revenues $ 4,327 $ 2,487 $ 5,500 $ 5,500 $ 5,500 EXPENDITURES 2001-521 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 OTHER OPERATING EXPENSES Public Safety-2001-521 5450 Training $ 3,909 $ 2,200 $ 5,500 $ 5,500 $ 5,500 Total Expenditures $ 3,909 $ 2,200 $ 5,500 $ 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. 129 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 7e n�p THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 130 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 � 1 •1 1 TRANSPORTATION AND STREET MAINTENANCE FUND 131 CITY OF AVENTURA TRANSPORTATION AND STREET MAINTENANCE FUND — 120 CATEGORY SUMMARY FISCAL YEAR 2022/23 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 2019120 2020121 2021/22 2022123 2022/23 3100001319999 Locally Levied Taxes $ $ $ $ $ 3200001329999 Licenses&Permits 3300001339999 Intergovernmental Revenues 2,106,069 2,293,406 1,991,000 2,260,000 2,260,000 3400001349999 Charges for Services 3600001369999 Fines&Forfeitures 3600001369999 Miscellaneous Revenues 721,100 69,686 43,000 38,000 38,000 3800001389999 Transfer from Funds 3999001399999 Fund Balance 923,419 347,964 401,600 401,600 Total Available $ 2,826,169 $ 3,276,409 $ 2,381,964 $ 2,699,600 $ 2,699,600 EXPENDITURES OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019120 2020121 2021122 2022/23 2022/23 1000/2999 Personal Services $ - $ - $ - $ - $ 3000/3999 Contractual Services 1,603,666 1,841,749 2,083,244 2,661,000 2,661,000 4000/4999 Other Charges&Services 6000/6399 Commodities 6400/6999 Other Operating Expenses Total Operating Expenses 1,603,666 1,841,749 2,083,244 2,661,000 2,661,000 6000/6999 Capital Outlay 1,223,489 647,316 298,710 138,600 138,600 9000/9999 Transfers Total Expenditures $ 2,827,044 $ 2,389,064 $ 2,381,964 $ 2,699,600 $ 2,699,600 132 CITY OF "ENTUM TRANSPORTATION AND STREET MAINTENANCE FUND 120 2021/22 REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 Intergovernmental Revenues 3351200 State Revenue Sharing $ 227,034 $ 264,619 $ 210,000 $ 220,000 220,000 3353001 Local Option Cap.Impr.Gas Tax 125,784 129,589 115,000 120,000 120,000 3353010 Local Option Gas Tax 334,134 342,584 316,000 320,000 320,000 3383801 County Transit System Surtax 1,418,107 1,556,613 1,350,000 1,600,000 1,600,000 Subtotal 2,105,059 2,293,405 1,991,000 2,260,000 2,260,000 Miscellaneous Revenues 3611000 Interest 124,641 9,134 3,000 3,000 3,000 Fair Market Adjustment - - - 3632000 Transportation Mitigation Impact Fee 526,754 - - - 3633000 Citywide Bicycle Sharing 19,705 50,451 40,000 35,000 35,000 3661000 Developer Contributions/Streets 50,000 - - - Subtotal 721,100 59,585 43,000 38,000 38,000 Fund Balance 3999000 Carryover-Other - - - - 3999000 Carryover-Impact Fees 923,419 347,954 401,500 401,500 Subtotal - 923,419 347,954 401,500 401,500 Total Revenues $ 2,826,159 $ 3,276,409 $ 2,381,954 $ 2,699,500 $ 2,699,500 EXPENDITURES 5401-541 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 CONTRACTUAL SERVICES Public Works/Transportation-5401-541 3450 Landscape/Tree Maint/Streets $ 725,681 $ 747,573 $ 726,000 $ 726,000 $ 726,000 3453 Citywide Bicycle Sharing 72,534 81,864 84,290 85,000 85,000 3455 Enhanced Transit Services 695,467 780,400 830,000 550,000 550,000 3456 On-Demand Transit Services - 112,860 322,954 1,080,000 1,080,000 3460 TVMS Maintenance 109,873 119,052 120,000 120,000 120,000 Subtotal 1,603,555 1,841,749 2,083,244 2,561,000 2,561,000 CAPITAL OUTLAY Public Works/Transportation-5401-541 6304 Circulator System Improv.-Bus Shelter - 2,190 25,000 - - 6305 Road Resurfacing 584,733 418,905 118,000 6307 Street Lighting Improv. 206,060 - - - - 6308 Citywide Bicycle Sharing - - 3,000 8,500 8,500 6341 Transportation System Improv. 393,986 126,220 110,000 130,000 130,000 6999 Capital Reserve-Other 38,710 - 42,710 - - 6999 Capital Reserve-Im act Fees - - - - - Subtotal 1,223,489 547,315 298,710 138,500 138,500 Total $ 2,827,044 $ 2,389,064 $ 2,381,954 $ 2,699,500 $ 2,699,500 133 REVENUE PROJECTION RATIONALE 3351200 State Revenue Sharing — Revenue received in this category is projected to approximate 20.1% for FY 2022/23 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, it is anticipated that $220,000 will be received in the upcoming fiscal year. State Revenue Sharing $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 ti131^\yam tio1�\yam tio19\moo tio�o\ry~ tioti�v~ tioti��� 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 s600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $- �oti5\tip votiIS, �oti�\tip ryotim\tip ryo1o\tio �oti0\ti~ �oyti\tiry �oyti\yam 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, it is anticipated that $1,600,000 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 $400,000 5200:000 �oyy\tio �oyo\�� ryoti�\1$ ryoti�\tio ryotia\tio �otio\titi vo�y\titi vo��\tip 134 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. 3456 On-Demand Transit Services— Provides the annual funding required for two (2) XL vehicles to provide on-demand transit services (within the Designated Service Area) Monday through Friday from 7:00 AM - 11 PM. 3460 TVMS Maintenance — Provides for the operating costs associated with maintaining the Traffic Video Monitoring System ("TVMS"). CAPITAL PROJECT DESCRIPTIONS 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: 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: New Crosswalk Solar Lighting Locations $ 130,000 135 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 Q� i THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 136 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 � 1 •1 1 911 FUND 137 CITY OF AVENTURA 911 FUND - 180 CATEGORY SUMMARY FISCAL YEAR 2022/23 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 CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021122 2022123 2022123 310 00 01319999 Locally Levied Taxes $ $ - $ $ $ 320 00 01329999 Licenses&Permits 3 30 00 01339999 Intergovernmental Revenues 98,775 101,482 86,800 76,200 76,200 340 00 01349999 Charges for Services 3 50 00 01359999 Fines&Forfeitures 3 60 00 01369999 Miscellaneous Revenues 1,171 48 3 80 00 01389999 Transfer from Funds 3999001399999 Fund Balance 33,933 20,000 30,600 30,600 Total Available $ 99,946 $ 135,463 $ 106,800 $ 106,800 $ 106,800 EXPENDITURES OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019120 2020121 2021122 2022123 2022123 1000/2999 Personal Services $ $ $ $ $ 3000/3999 Contractual Services 4000/4999 Other Charges&Services 87,083 83,162 89,210 88,210 88,210 5000/5399 Commodities 1,000 2,861 3,000 3,000 3,000 540015999 Other Operating Expenses 3,050 5,366 5,000 6,000 6,000 Total Operating Expenses 91,133 91,389 97,210 97,210 97,210 600016999 Capital Outlay - - 9,590 9,590 9,590 9000/9999 Transfers - - Total Expenditures $ 91,133 $ 91,389 $ 106,800 $ 106,800 $ 106,800 138 CITY OF AVENTURA 911 FUND 184mor 2022/23 REVENUE PROJECTIONS OBJECT qw APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 Intergovernmental Revenues 3379110 180-0000-337.91-10 911 Fees-Wire Line $ 65,387 $ 63,726 $ 60,100 $ 3,200 $ 3,200 3379111 180-0000-337.91-11 911 Fees-Wireless 26,244 29,837 20,900 58,000 58,000 3379112 180-0000-337.91-12 911 Fees-Prepaid 7,144 7,919 5,800 15,000 15,000 Subtotal 98,775 101,482 86,800 76,200 76,200 Miscellaneous Revenues 3611000 180-0000-361.10-00 Interest on Investments 1,171 48 Fair Market Adjustment Subtotal 1,171 48 Fund Balance 3999000 180-0000-399.90-00 Carryover 33,933 20,000 30,600 30,600 Subtotal 33,933 20,000 30,600 30,600 Total Revenues $ 99,946 $ 135,463 $ 106,800 $ 106,800 $ 106,800 EXPENDITURES 2001-521 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 OPERATING OTHER CHARGES&SERVICES Public Safety-2001-521 4001 180-2001-521.40-01 Travel&Per Diem $ 3,873 $ 602 $ 6,000 $ 5,000 $ 5,000 4101 180-2001-521.41-01 Communications - - - 4645 180-2001-521.46-45 R&M-Equipment 83,210 82,560 83,210 83,210 83,210 Subtotal 87,083 83,162 89,210 88,210 88,210 COMMODITIES Public Safety-2001-521 5290 180-2001-521.52-90 Other Operating Supplies 1,000 2,861 3,000 3,000 3,000 Subtotal 1,000 2,861 3,000 3,000 3,000 OTHER OPERATING EXPENSES Public Safety-2001-521 5410 180-2001-521.54-10 Subscriptions&Memberships 284 584 1,000 1,000 1,000 5450 180-2001-521.54-50 Training 2,766 3,334 4,000 5,000 5,000 5950 180-9001-521.59-50 Disaster Supplies - 1,448 - - Subtotal 3,050 5,366 5,000 6,000 6,000 CAPITAL OUTLAY Public Safety-2001-521 6999 180-2001-521.69-99 Capital Reserves - 9,590 9,590 9,590 Subtotal - 9,590 9,590 9,590 Total Expenditures $ 91,133 $ 91,389 $ 106,800 $ 106,800 $ 106,800 139 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 $120,000 $100,000 $80,000 $60,000 $40,000 $20,000 $ BUDGET JUSTIFICATIONS 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. 140 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 � 1 •1 1 DEBT SERVICE FUNDS 141 CITY OF AVENTURA DEBT SEVICE FUND RECAP CATEGORY SUMMARY FISCAL YEAR 2022/23 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 2019120 2020121 2021122 2022123 2022123 3100001319999 Locally Levied Taxes $ $ $ $ $ 3200001329999 Licenses&Permits 3300001339999 Intergovernmental Revenues 3400001349999 Charges for Services 3500001359999 Fines&Forfeitures 3600001369999 Miscellaneous Revenues 31,434 27,024 3800001389999 Transfer/Debt Proceeds 3,022,114 3,188,914 2,457,437 2,452,310 2,452,310 3999001399999 Fund Balance Total Available $ 3,053,548 $ 3,215,938 $ 2,467,437 $ 2,452,310 $ 2,462,310 EXPENDITURES OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019120 2020121 2021122 2022123 2022123 100012999 Personal Services $ $ $ $ $ 300013999 Contractual Services 400014999 Other Charges&Services 500015399 Commodities 540015999 Other Operating Expenses Total Operating Expenses 600016999 Capital Outlay 700017999 Debt Service 2,987,749 3,494,590 2,457,437 2,452,310 2,452,310 900019999 Transfers Total Expenditures $ 2,987,749 $ 3,494,690 $ 2,467,437 $ 2,462,310 $ 2,462,310 In the above Debt Service Funds Recap schedule, the ACTUAL 2019/20 column includes prior year activity from the 2000 Loan Debt Service Fund — 240. The related 2000 Loan Debt was 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 as it is no longer necessary or applicable for budgeting purposes. 142 CITY OF AVENTURA DEBT SERVICE FUNDS RECAP 2022/23 REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019120 2020121 2021122 2022123 2022123 Miscellaneous Revenues 3611000 Interest $ 31,434 $ 27,024 $ $ $ Subtotal 31,434 27,024 Transfer/Debt Proceeds 3811001 Transfer from General Fund 2,578,114 2,744,914 2,050,655 2,049,522 2,049,522 3811901 Transfer from Charter School Fund 444,000 444,000 406,782 402,788 402,788 Subtotal 3,022,114 3,188,914 2,457,437 2,452,310 2,452,310 Fund Balance 3999000 Carryover Subtotal _ Total Revenues $ 3,053,548 $ 3,215,938 $ 2,457,437 $ 2,452,310 $ 2,452,310 EXPENDITURES OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019120 2020121 2021/22 2022123 2022123 DEBT S ERV I CE Non-Departmental-590 7130 Principal $ 2,175,000 $ 2,750,000 $ 1,845,000 $ 1,900,000 $ 1,900,000 7230 Interest 812,749 744,590 612,437 552,310 552,310 Wtal Expenditures $ 2,987,749 $ 3,494,590 $ 2,457,437 $ 2,452,310 $ 2,452,310 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). 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. Prudent meaning that the City maintains a debt amount that the General Fund can afford to transfer to the Debt Service Funds as it has no voted debt millage. The City strives to keep the tax rate consistent while maintaining service levels. In order to achieve this goal, the General Fund needs to be able to subsidize the debt. 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. The City in doing so, balances the budget knowing that over the coming years, as the levels of debt payments will decrease additional funds will be available for use in other areas of the City, or to look at undertaking larger Capital Projects which would require new debt. TOTAL DEBT SERVICE 5 Year Payout Schedule Fiscal Year Principal Interest Total FY 2022/23 1,900,000 552,310 2,452,310 FY 2023/24 1,965,000 490,234 2,455,234 FY 2024/25 2,025,000 426,127 2,451,127 FY 2025/26 2,080,000 360,119 2,440,119 FY 2026/27 2,145,000 292,123 2,437,123 Thereafter 6,765,000 1,085,786 7,850,786 Total $ 16,880,000 $ 3,206,699 $ 20,086,699 143 The table below shows the total outstanding debt over the past ten audited fiscal years. It shows how the amount of debt has decreased as well as the percentage as it relates to assessed value of taxable property and the amount per capita. Ratios of General Bonded Debt Outstanding Last Ten Fiscal Years Available in Assessed Value of Net Gross Bonded Debt Service NetBonded of Taxable Bonded Debt to NetBonded Fiscal Year Debt Funds Debt Property Assessed Value Debt Per Capita 2012 $ 28,805,000 $ 274,594 $ 28,530,406 $ 7,290,634,319 0.39% $ 766.14 2013 27,215,000 311,384 26,903,616 7,501,239,017 0.36% 713.15 2014 25,540,000 337,770 25,202,230 7,786,432,398 0.32% 676.35 2015 23,805,000 353,377 23,451,623 8,394,311,130 0.28% 625.83 2016 22,015,000 380,498 21,634,502 9,094,962,102 0.24% 575.22 2017 20,165,000 408,361 19,756,639 9,901,694,244 0.20% 524.13 2018 25,335,000 478,742 24,856,258 10,098,997,863 0.25% 659.42 2019 23,215,000 536,587 22,678,413 10,365,840,176 0.22% 600.12 2020 20,510,000 258,892 20,251,108 10,740,186,632 0.19% 532.49 2021 18,725,000 297,898 18,427,102 10,550,216,874 0.17% 456.44 Debt Issuance The City Charter allows revenue bonds to be issued when authorized by the City Commission as long as five (5) of the seven (7) Commission members approve the debt. Ad Valorem (general obligations bonds) must be approved by referendum of the electorate. The Charter provides no limit on the amount of the general obligation debt; however, the adopted Capital Improvement Program provides that general obligation bonds shall not exceed 10% of the City's total assessed value. The City of Aventura has issued bank qualified revenue bonds. In the following pages, the purpose and use of each debt issuance can be found under each bond issuance title and number and the debt to maturity schedules outlining the principal and interest owed until the payoff date. 144 CITY OF AVENTURA 2010 & 2011 DEBT SERVICE FUND — 230 CATEGORY SUMMARY FISCAL YEAR 2022/23 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 PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019120 2020/21 2021122 2022123 2022123 3100001319999 Locally Levied Taxes $ $ $ $ $ 3200001329999 Licenses&Permits 3300001339999 Intergovernmental Revenues 3400001349999 Charges for Services 3500001359999 Fines&Forfeitures 3600001369999 Miscellaneous Revenues 256 3800001389999 Transfer/Debt Proceeds 1,196,121 1,190,919 1,189,446 1,191,834 1,191,834 3999001399999 Fund Balance Total Available $ 1,196,377 $ 1,190,919 $ 1,189,446 $ 1,191,834 $ 1,191,834 EXPENDITURES OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019120 2020121 2021122 2022/23 2022/23 100012999 Personal Services $ $ $ $ $ 300013999 Contractual Services 400014999 Other Charges&Services 500015399 Commodities 540015999 Other Operating Expenses Total Operating Expenses 600016999 Capital Outlay 700017999 Debt Service 1,196,429 1,190,919 1,189,446 1,191,834 1,191,834 900019999 Transfers Total Expenditures $ 1,196,429 $ 1,190,919 $ 1,189,446 $ 1,191,834 $ 1,191,834 145 CITY OF AVENTURA DEBT SERVICE FUND SERIES 2010&2011 FUND 230 2022/23 REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 Miscellaneous Revenues 3611000 Interest $ 256 $ - $ - $ - $ - Subtotal 256 - - - Transfer/Debt Proceeds 3811001 Transfer from General Fund 1,196,121 1,190,919 1,189,446 1,191,834 1,191,834 �tota 1,196,121 1,190,919 1,189,446 1,191,834 1,191,834 Fund Balance 3999000 Carryover - - - - - Subtotal - - - - Total Revenues $ 1,196,377 $ 1,190,919 $ 1,189,446 $ 1,191,834 $ 1,191,834 EXPENDITURES 9001-590 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2020/21 2021/22 2021/22 DEBT SERVICE Non-Departmental-9001-590 7130 Principal $ 860,000 $ 885,000 $ 915,000 $ 950,000 $ 950,000 7230 Interest 336,429 305,919 274,446 241,834 241,834 Total Expenditures $ 1,196,429 $ 1,190,919 $ 1,189,446 $ 1,191,834 $ 1,191,834 REVENUE PROJECTION RATIONALE 3811001 Transfer from General Fund — Amount transferred from the General Fund to fund debt service costs associated with a bank qualified loan from Bank of America. BUDGET JUSTIFICATIONS 7130 Principal — Principal payment due 4/1/2023 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 4/1/2023 and 10/1/2023. 146 CITY OF AVENTURA DEBT SERIES FUND SERIES 2010&2011 COMBINED FUND 230 Bank Qualified Loan-Bank of America 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 5 Year Payout Schedule Fiscal Year Principal Interest Total FY 2022/23 950,000 241,834 1,191,834 FY 2023/24 985,000 207,997 1,192,997 FY 2024/25 1,020,000 172,936 1,192,936 FY 2025/26 1,050,000 136,742 1,186,742 FY 2026/27 1,085,000 99,414 1,184,414 Thereafter 2,300,000 81,146 2,381,146 Total $ 7,390,000 $ 940,069 $ 8,330,069 147 CITY OF AVENTURA 2012 (A) LOAN DEBT SERVICE FUND — 250 CATEGORY SUMMARY FISCAL YEAR 2022/23 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 2019/20 2020121 2021122 2022123 2022123 3100001319999 Locally Levied Taxes $ $ $ $ $ 3200001329999 Licenses& Permits 3300001339999 Intergovernmental Revenues 3400001349999 Charges for Services 3600001369999 Fines& Forfeitures 3600001369999 Miscellaneous Revenues 3 3800001389999 Transfer/Debt Proceeds 366,073 362,487 363,969 360,476 360,476 3999001399999 Fund Balance Total Available $ 366,076 $ 362,487 $ 363,969 $ 360,476 $ 360,476 EXPENDITURES OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019120 2020121 2021122 2022123 2022123 1000/2999 Personal Services $ $ $ $ $ 3000/3999 Contractual Services 4000/4999 Other Charges&Services 6000/6399 Commodities 6400/6999 Other Operating Expenses Total Operating Expenses 6000/6999 Capital Outlay 7000/7999 Debt Service 366,606 362,487 363,969 360,476 360,476 9000/9999 Transfers Total Expenditures $ 366,606 $ 362,487 $ 363,969 $ 360,476 $ 360,476 148 CITY OF AVENTURA DEBT SERVICMUND SERIES 2012(A) FUND 250 2022123 REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019120 2020/21 2021/22 2022/23 2022/23 Miscellaneous Revenues 3611000 Interest $ 3 $ $ $ $ Subtotal 3 - - - - Transfer/Debt Proceeds 3811001 Transfer from General Fund 365,073 362,487 363,969 360,476 360,476 365,073 362,487 363,969 360,476 360,476 Fund Balance 3999000 Carryover Subtotal Total Revenues $ 365,076 $ 362,487 $ 363,969 $ 360,476 $ 360,476 EXPENDITURES 9001-590 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019120 2020/21 2021/22 2022/23 2022/23 DEBT SERVICE Non-Departmental-9001-590 7130 Principal $ 297,738 $ 302,464 $ 311,916 $ 316,642 $ 316,642 7230 Interest 67,868 60,023 52,053 43,834 43,834 ir Total Expenditures $ 366,606 $ 362,487 $ 363,969 $ 360,476 $ 360,476 REVENUE PROJECTION RATIONALE 3811001 Transfer from General Fund — Amount transferred from the General Fund to fund debt service costs associated with a bank qualified loan from SunTrust Bank. BUDGET JUSTIFICATIONS 7130 Principal — Principal payment due 8/1/2023 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 2/1/2023 and 8/1/2023. 149 CITY OF AVENTURA DEBT SERVICE FUND SERIES 2012(A) FUND 250 Bank Qualified Loan -SunTrust Bank 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 4,392,817.00 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 4,092,716.00 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 3,785,526.00 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 3,471,247.00 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 3,149,879.00 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 2,866,319.00 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 2,575,670.00 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 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 5 Year Payout Schedule Fiscal Year Principal Interest Total FY 2022/23 316,642 43,834 360,476 FY 2023/24 326,094 35,491 361,585 FY 2024/25 333,183 26,899 360,082 FY 2025/26 340,272 18,117 358,389 FY 2026/27 347,361 IF 9,151 356,512 Total $ 1,663,552 $ 133,492 $ 1,797,044 150 CITY OF AVENTURA 2012 (B) LOAN DEBT SERVICE FUND — 290 CATEGORY SUMMARY FISCAL YEAR 2022/23 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 CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 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 5,339 227 - - - 380000/389999 Transfer/Debt Proceeds 444,000 444,000 406,782 402,788 402,788 399900/399999 Fund Balance - - - - - Wtal Available $ 449,339 $ 444,227 $ 406,782 $ 402,788 $ 402,788 EXPENDITURES OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 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 408,794 405,221 406,782 402,788 402,788 9000/9999 Transfers - - - - - Total Expenditures $ 408,794 $ 405,221 $ 406,782 $ 402,788 $ 402,788 151 CITY OF AVENTURA DEBT SERVICE FUND SERIES 2012 (B) FUND 290 2021/22 REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 Miscellaneous Revenues 3611000 Interest $ 5,339 $ 227 $ - $ - $ - Subtotal 5,339 227 - - - Transfer/Debt Proceeds 3811901 Transfer from Charter School Fund $ 444,000 $ 444,000 $ 406,782 $ 402,788 $ 402,788 Subtotal 444,000 444,000 406,782 402,788 402,788 Fund Balance 3999000 Carryover - - - - - Subtotal - - - - - Total Revenues $ 449,339 $ 444,227 $ 406,782 $ 402,788 $ 402,788 EXPENDITURES 9001-590 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022123 DEBT SERVICE Non-Departmental-9001-590 7130 Principal 332,262 337,536 348,084 353,358 353,358 7230 Interest 76,532 67,685 58,698 49,430 49,430 Total Expenditures $ 408,794 $ 405,221 $ 406,782 $ 402,788 $ 402,788 REVENUE PROJECTION RATIONALE 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 that school. BUDGET JUSTIFICATIONS 7130 Principal - Principal payment due 8/1/2023 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 2/1/2023 and 8/1/2023. 152 CITY OF AVENTURA DEBT SERVICE FUND SERIES 2012 (B) FUND 290 Bank Qualified Loan -SunTrust Bank 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 5 Year Payout Schedule Fiscal Year Principal Interest Total FY 2022/23 353,358 49,430 402,788 FY 2023/24 363,906 40,022 403,928 FY2024/25 371,817 30,332 402,149 FY 2025/26 379,728 20,432 400,160 FY 2025/27 387,639 10,322 397,961 Thereafter - - - Total $ 1,856,448 $ 150,538 $ 2,006,986 153 CITY OF AVENTURA 2018 LOAN DEBT SERVICE FUND — 291 CATEGORY SUMMARY FISCAL YEAR 2022/23 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 PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 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 496,100 496,808 497,240 497,212 497,212 399900/399999 Fund Balance - - - - - Total Available $ 496,100 $ 496,808 $ 497,240 $ 497,212 $ 497,212 EXPENDITURES OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 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 496,100 496,808 497,240 497,212 497,212 9000/9999 Transfers - - - - - Fytal Expenditures $ 496,100 $ 496,808 $ 497,240 $ 497,212 $ 497,212 154 CITY OF AVENTURA DEBT SERVICE FUND SERIES 2018 FUND 291 2022123 REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019120 2020/21 2021/22 2022/23 2022/23 Miscellaneous Revenues 3611000 Interest $ $ $ $ $ Subtotal - - - - Transfer/Debt Proceeds 3811001 Transfer from General Fund 496,100 496,808 497,240 497,212 497,212 Subtotal 496,100 496,808 497,240 497,212 497,212 Fund Balance 3999000 Carryover .Total Revenues $ 496,100 $ 496,808 $ 497,240 $ 497,212 $ 497,212 EXPENDITURES 9001-590 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020121 2021/22 2022/23 2022/23 DEBT SERVICE Non-Departmental-9001-690 7130 Principal $ 260,000 $ 260,000 $ 270,000 $ 280,000 $ 280,000 7230 Interest 246,100 236,808 227,240 217,212 217,212 -Expenditures $ 496,100 $ 496,808 $ 497,240 $ 497,212 $ 497,212 REVENUE PROJECTION RATIONALE 3811001 Transfer from General Fund — Amount transferred from the General Fund to fund debt service costs associated with a bank qualified loan from BB&T Bank. The original loan was utilized to partially finance the construction and equipping of the DSAHS as well as the associated costs of issuance. BUDGET JUSTIFICATIONS 7130 Principal — Principal payment due 8/1/2023 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 2/1/2023 and 8/1/2023. 155 CITY OF AVENTURA DEBT SERVICE FUND SERIES 2018 FUND 291 Bank Qualified Loan -BB&T Bank 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 5 Year Payout Schedule Fiscal Year Principal Interest Total FY 2022/23 280,000 217,212 497,212 FY 2023/24 290,000 206,724 496,724 FY 2024/25 300,000 195,960 495,960 FY 2025/26 310,000 184,828 494,828 FY 2026/27 325,000 173,236 498,236 Thereafter IF 4,465,000IF 1,004,640 5,469,640 Total $ 5,970,000 $ 1,982,600 $ 7,952,600 156 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 i 1 r _ ��eo� CAPITAL PROJECTS FUND 157 CITY OF AVENTURA CAPITAL PROJECTS FUND - 392 CATEGORY SUMMARY FISCAL YEAR 2022/23 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 CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 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 69,255 1,293 380000/389999 Transfer/Debt Proceeds - - - - - 399900/399999 Fund Balance - - 870,907 864,407 864,407 Tota I Ava i la b le $ 69,255 $ 1,293 $ 870,907 $ 864,407 $ 864,407 EXPENDITURES OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 1000/2999 Personal Services $ $ - $ - $ - $ - 3000/3999 Contractual Services 4000/4999 Other Charges&Services 5000/5399 Commodities 5400/5999 Other Operating Expenses IFTotal Operating Expenses - - - - - 6000/6999 Capital Outlay 63,280 79,300 870,907 864,407 864,407 7000/7999 Debt Service - - - - - 9000/9999 Transfers - - - - - Total Expenditures $ 63,280 $ 79,300 $ 870,907 $ 864,407 $ 864,407 158 CITY OF AVENTURA CAPITAL PROJECTS FUND- 392 2022123 REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019120 2020/21 2021122 2022123 2022123 Miscellaneous Revenues 3247025 Developer Contributions $ $ $ $ 3611000 Interest 17,396 1,293 Fair Market Adjustment 3632200 Police Impact Fees 51,859 3632700 Recreation Impact Fees - Subtotal 69,255 1,293 - - Fund Balance 3999000 Carryover-Police 191,159 184,659 184,659 3999000 Carryover-Comm.Svcs. 5,473 5,473 5,473 3999000 Carryover-Pub.Works/Trans. 674,275 674,275 674,275 F Subtotal - 870,907 864,407 864,407 ' Total Revenues $ 69,255 $ 1,293 $ 870,907 $ 864,407 $ 864,407 EXPENDITURES 2001/5001 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022123 2022/23 CAPITAL OUTLAY Police-2001-521 6411 Equipment<$5,000 $ 63,280 $ 79,300 $ 89,200 $ 82,700 $ 82,700 6999 Capital Reserve 101,959 101,959 101,959 Subtotal 63,280 799300 1919159 184,659 184,659 Community Services-5001-572 6324 Veterans Park Improvements 6999 Capital Reserve 5,473 5,473 5,473 Subtotal - - 5,473 5,473 5,473 Public Works/Transportation-5401-541 6999 Capital Reserve 674,275 674,275 674,275 Subtotal= - 674,275 674,275 674,275 Non Departmental/Transfers(9001-581) 3930 Transfer to H.S.Const.Fund M'Subtotal - Total Expenditures L . $ 639280 $ 799300 $ 870,907 $ 8649407 $ 864,407 159 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 $ 22,400 Ballistic Shield 3,000 UAS Battery Replacement Cart 1,500 SWAT Vests 7,000 Active Shooter Vest Plates 19,000 Marine Patrol Body Cam 1,000 Personnel &Training Unit Equipment 4,900 Traffic Data Collection Units 5,000 SWAT Pole Cam 15,500 Crime Scene Camera Replacements 3,400 Total $ 82,700 160 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 STORMWATER UTILITY FUND 161 CITY OF AVENTURA STORMWATER UTILITY FUND - 410 CATEGORY SUMMARY FISCAL YEAR 2022/23 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 2019/20 2020/21 2021/22 2022/23 2022/23 310000/319999 Locally Levied Taxes $ - $ - $ - $ - $ - 320000/329999 Licenses&Permits - 330000/339999 Intergovernmental Revenues 252,106 - - - - 340000/349999 Charges for Services 1,442,333 1,376,473 1,465,000 1,400,000 1,400,000 350000/359999 Fines&Forfeitures - - - - - 360000/369999 Miscellaneous Revenues 10,039 (83,104) 2,000 2,000 2,000 380000/389999 Transfer from Funds - - - - 399900/399999 Fund Balance 73,739 - 38,250 - - Total Available $ 1,778,217 $ 1,293,369 $ 1,505,250 $ 1,402,000 $ 1,402,000 EXPENDITURES OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 1000/2999 Personal Services $ - $ - $ - $ - $ - 3000/3999 Contractual Services 653,679 669,906 690,000 710,000 710,000 4000/4999 Other Charges&Services - - - - - 5000/5399 Commodities - - - - - 5400/5999 Other Operating Expenses 413,942 401,418 5,250 5,500 5,500 Er Total Operating Expenses 1,067,621 1,071,324 695,250 715,500 715,500 6000/6999 Capital Outlay - - 810,000 686,500 686,500 9000/9999 Transfers - - - -ffr'Total Expenditures $ 1,067,621 $ 1,071,324 $ 1,505,250 $ 1,402,000 $ 1,402,000 162 CITY OF AVENTUM STORMWATER UTILITY FUND 410 2021/22 REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 Intergovernmental Revenues 3343606 FDEP Grant $ 252,106 $ - $ - $ - - JWSubtotal 252,106 - - - - Charaes for Services 3439110 StormwaterUtili Fees 1,442,333 1,376,473 1,465,000 1,400,000 1,400,000 Subtot 1,442,333 1,376,473 1,465,000 1,400,000 1,400,000 Miscellaneous Revenues 3611000 Interest 10,039 709 2,000 2,000 2,000 Fair Market Adjustment - - - - - 3641001 Loss on Disposal of Fixed Assets (83,813) - - - Subtotal 10,039 (83,104) 2,000 2,000 2,000 Fund Balance 3999000 Carryover 73,739 38,250 - - Subtotal 73,739 - 38,250 - - Total Revenues $ 1,778,217 $ 1,293,369 $ 1,505,250 $ 1,402,000 $ 1,402,000 CITY OF AVENTUM STORMWATER UTILITY FUND 410 2020/21 EXPENDITURES 5401 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 Operating CONTRACTUAL SERVICES Public Works/Transportation-5401-538 3110 Prof.Services-Engineering $ 145,268 $ 105,522 $ 150,000 $ 170,000 $ 170,000 3450 Lands Maint.-Streets 344,979 362,615 370,000 370,000 370,000 3460 StreetMaint./Drainage 163,432 201,769 170,000 170,000 170,000 Subtotal 653,679 669,906 690,000 710,000 710,000 OTHER OPERATING EXPENSES Public Works/Transportation-5401-538 5410 Subscriptions&Memberships 225 - 1,250 1,500 1,500 5420 Conferences&Seminars 425 1,000 2,500 2,500 2,500 5450 Training - 2,254 1,500 1,500 1,500 5915 Depreciation 413,292 398,164 - Subtotal 413,942 401,418 5,250 5,500 5,500 CAPITAL OUTLAY Public Works/Transportation-5401-538 6306 Drainage Improvements - - 810,000 460,000 460,000 6309 Seawall Improvements - - - 6999 Capital Reserve - 226,500 226,500 Subtotal - - 810,000 686,500 686,500 Total Expenditures $ 1,067,621 $ 1,071,324 $ 1,505,250 $ 1,402,000 $ 1,402,000 163 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: 1. 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. 2. 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 38,153 ERUs at 96%. Stormwater Utility Fees $1,500,000 $1,250,000 $1,000,000 $750,000 $500,000 $250,000 - S 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. Infrastructure Replacement—Aventura Blvd. $ 350,000 Curb Installation - 183rd from 27th to Dumbfounding Bay 110,000 Total LAN 000 164 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 � 1 •1 1 POLICE OFFDUTY SERVICES FUND 165 CITY OF AVENTURA POLICE OFFDUTY SERVICES FUND —620 CATEGORY SUMMARY FISCAL YEAR 2022/23 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 CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORYRECAP 2019/20 2020/21 2021/22 2022/23 2022/23 310000/319999 Locally Levied Taxes $ - $ - $ - $ - $ - 320000/329999 Licenses&Permits 330000/339999 Intergovernmental Revenues - - - - - 340000/349999 Charges for Services 549,998 574,002 550,000 550,000 550,000 350000/359999 Fines&Forfeitures - - - - - 360000/369999 Miscellaneous Revenues 380000/389999 Transfer from Funds 399900/399999 Fund Balance - - - - - Total Available $ 549,998 $ 574,002 $ 550,000 $ 550,000 $ 550,000 EXPENDITURES OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORYRECAP 2019/20 2020/21 2021/22 2022/23 2022123 1000/2999 Personal Services $ 523,890 $ 416,264 $ 550,000 $ 550,000 $ 550,000 3000/3999 Contractual Services - - - - - 4000/4999 Other Charges&Services 5000/5399 Commodities 5400/5999 Other Operating Expenses - - - - - Total Operating Expenses 523,890 416,264 550,000 550,000 550,000 6000/6999 Capital Outlay - - - - - FTotal Expenditures $ 523,890 $ 416,264 $ 550,000 $ 550,000 $ 550,000 166 CITY OF "ENTURA POLICE OFFDUTY SERVICES FUND 620 2021/22 REVENUE PROJECTIONS OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 Charges for Services 3421100 Police Detail Billing $ 549,998 $ 574,002 $ 550,000 $ 550,000 $ 550,000 total Revenues 'W $ 549,998 $ 574,002 $ 550,000 $ 550,000 $ 550,000 EXPENDITURES 2001-521 OBJECT APPROVED CITY MANAGER COMMISSION CODE ACTUAL ACTUAL BUDGET PROPOSAL APPROVAL NO. CATEGORY RECAP 2019/20 2020/21 2021/22 2022/23 2022/23 PERSONAL SERVICES Public Safety-2001-521 1420 Extra Duty Detail $ 523,890 $ 416,264 $ 550,000 $ 550,000 $ 550,000 Total Expenditures $ 523,890 $ 416,264 $ 550,000 $ 550,000 $ 550,000 REVENUE PROJECTION RATIONALE 3421100 Police Detail Billing — Estimated amount of revenue generated by off duty details provided to the City's businesses and condominium associations. 167 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 7e n�p THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 168 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 i 1 r _ ��eo� SUMMARY OF CAPITAL IMPROVEMENT PROGRAM 169 CITY OF AVENTURA CAPITAL IMPROVEMENT PROGRAM 2022/23 —2026/27 FIVE-YEAR HIGHLIGHTS Beautification and Park Facility Improvement Projects (BP) ✓ Founders Park and Waterways Park Improvements totaling $1,472,500 and $320,050, respectively to maintain and enhance these facilities. Transportation Improvement Projects (TI) ✓ Road Resurfacing projects totaling $2,625,000 to resurface asphalt and enhance safety on NE 1881" Street, NE 185t" Street and NE 31st Ave from Biscayne Blvd to 183rd Street, Country Club Dr and NE 30t" Ave from 203rd to 210t" Street. ✓ Transportation System Improvements totaling $590,000 to provide new crosswalk solar lighting at various locations. ✓ Bike Share Station Program totaling $42,500 to replace bikes at each station. Drainage Improvement Projects (DI) ✓ Stormwater Drainage Improvements totaling $2,685,000 to address the long-term impacts of the rising sea levels including the following in FY 2022/23: • Drainage Improvements for Infrastructure Replacement at Aventura Blvd; and • Curb Replacement on 183rd Street from 271" Ave to Dumbfounding Bay. Public Building and Facility Improvement Projects (PBF) ✓ Building Repairs and Other Improvements totaling $281,000 at Aventura City of Excellence School ("ACES") to: • Install an awning from elementary school to the gym ($3,000) • Renovate middle school restroom ($35,000) • Replace playground surfacing and equipment ($243,000) ✓ Government Center Improvements totaling $724,000 primarily to: • Replace chillers ($400,000) • Replace carpeting at the Government Center($65,000) • Upgrade bathrooms at the Government Center ($70,000) • Upgrade Commission Chamber Dais ($50,000) • Replace carpeting in the Commission Chambers ($75,000); and to • Upgrade hallway lighting ($64,000) at the Government Center ✓ HVAC Replacements at the Government Center and at ACES, ($165,500 and $260,000, 170 respectively). Information Technology Improvement Projects (IT) ✓ Continues the implementation of technology improvements and management information systems to enhance the productivity and efficiency of City operations. ✓ Provides the necessary funding to continue the installation and maintenance of the computers, laptops, servers and network infrastructure at the Don Soffer Aventura High School ("DSAHS") and ACES. 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 for DSAHS. THE REST OF THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 171 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 (5t") 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. 172 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 2022/23 — 2026/27. A CIP Preparation Manual and related forms were distributed to all departments for this purpose. This process begins with looking into future needs based on current and future staffing levels, the community and growth of the community but also inventorying current assets. In completing the inventory of current assets, the conditions are looked at and anticipated replacements are assessed. 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 Finance Director conducted individual meetings with the Department Directors. During these meetings, the operating impact of the submitted capital is discussed and reviewed concurrently. First year costs of capital and operating are looked at along with the future years continued impact of any operating costs to be incurred, i.e. additional utility bills, staffing, repairs and maintenance, etc. The departmental requests were prioritized by the City Manager and the five-year schedule of projects was compiled into document form by the Finance Director. The methods of financing and revenue sources were then prepared by the Finance Director 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. 173 • 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. • 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 Finance Director 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. 174 Summary of Recommended Projects The proposed 2022/23 —2026/27 CIP includes 38 projects in six (6) functional categories with a total value of $18,534,770. The following represents the percentage of total funding that each functional category has been allocated: 1. Beautification and Park Facility Improvement Projects (12%) 2. Transportation System Improvement Projects (18%) 3. Drainage System Improvement Projects (14%) 4. Public Building and Facility Improvement Projects (9%) 5. Information Technology Improvement Projects (26%) 6. Capital Equipment Purchase and Replacement Projects (21%) 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. TABLE 1 CAPITAL IMPROVEMENT PROGRAM SUMMARY OF MAJOR PROGRAMS BY YEAR PROJECTS SCHEDULED FOR 2022123-2026127 PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROGRAM 2022/23 2023/24 2024/25 2025/26 2026127 TOTAL Beautification&Park Facility Improvement Projects $ 103,800 $ 612,300 $ 358,600 $ 334,350 $ 741,750 $ 2,150,800 Transportation System Improvement Projects 138,500 868,500 788,500 868,500 593,500 3,257,500 Drainage System Improvement Projects 460,000 975,000 800,000 450,000 2,685,000 Public Building&Facility Improvement Projects 148,000 695,400 530,500 278,500 97,000 1,749,400 Information Technology Improvement Projects 1,080,970 1,006,375 874,775 970,375 937,475 4,869,970 Capital Equipment Purchase&Replacement Project 734,100 974,300 746,550 713,350 653,800 3,822,100 Totals $ 2,665,370 $ 5,131,875 $ 4,098,925 $ 3,615,075 $ 3,023,525 $ 18,534,770 Capital Improvement Program 2022/23 -2026/27 Summary of Major Programs by Function 21% 18% 14% 9% ■ Beautification/P ark Facility Transport System Drainage System Public Bldg&Facility ■ Information Technology Capital Equipment Purch/Replace 175 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 2022/23-2026/27 PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED NDING SOU 2022/23 2023/24 2024/25 2025/26 2026/27 General Fund-001 $ 1,226,825 $ 2,406,375 $ 2,060,925 $ 1,693,575 $ 1,809,025 $ 9,196,725 Transportation and Street Maintenance Fund-120 138,500 868,500 788,500 868,500 593,500 3,257,500 Charter School Fund-190 450,500 672,000 289,500 468,000 486,000 2,366,000 Charter High School Fund-191 306,845 210,000 160,000 135,000 135,000 946,845 Capital Projects Fund-392 82,700 - - - - 82,700 Stormwater Utility Fund-410 460,000 975,000 800,000 450,000 - 2,685,000 $ 2,665,370 $ 5,131,875 $ 4,098,925 $ 3,615,075 $ 3,023,525 $ 18,534,770 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 2022/23 - 2026/27 Summary of Proposed Appropriations by Funding Source 0% 14M 596 1 . 13% ■General Fund ■Transport&Street Maint.Fund ■Charter School Fund ■Charter HS Fu nd ■Capital Projects Fund ■Stormwater Utility Fund 176 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 2022/23 -2026/27 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 2022/23 2026/27 N/A Waterways Park Improvements 2022/23 2026/27 N/A Waterways Dog Park Improvements 2022/23 2025/26 N/A Veterans Park Improvements 2022/23 2025/26 N/A Peace Park Improvements 2022/23 2025/26 N/A Citywide Beautification Improvements 2022/23 2026/27 N/A Road Resurfacing Program NE 188"St. N/A 2022/23 NE 185th/NE 31st from Biscayne to 183rd N/A 2023/24 Country Club Dr. N/A 2024/25-2025/26 NE 30th from 203rd to 210th N/A 2026/27 Transportation System Improvements New Crosswalk Solar Lighting Locations N/A 2022/23 2026/27 Bike Share Station Program Replace Bicycles N/A 2022/23 2026/27 177 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$18,534,770. 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 2021122 2022123 2023124 2024125 2025126 2026127 Total Proj.Avail. Resources $ 40,673,106 $ 44,130,151 $ 44,713,982 $ 45,772,306 $ 46,622,075 $ 47,625,613 Proj. Operating Exp. 36,908,748 40,118,475 40,599,583 41,590,214 42,818,875 43,919,185 Proj. Debt Svice./Trans. (Include HS) 2,350,655 2,349,522 2,349,522 2,351,306 2,348,978 2,339,959 Subtotal 39,259,403 42,467,997 42,949,105 43,941,520 45,167,853 46,259,144 Balance after Operating Exp. & Debt Svice./Trans. 1,413,703 1,662,154 1,764,877 1,830,786 1,454,222 1,366,469 Less CIP Appropriations for: Beautification/Park Facility 37,350 103,800 612,300 358,600 334,350 741,750 Public Bldg& Facility 25,000 55,000 341,900 530,500 226,000 55,000 Information Technology 279,375 429,125 487,875 435,275 429,875 368,475 Capital Equipment Purch/Replace 568,350 638,900 964,300 736,550 703,350 643,800 910,075 1,226,825 2,406,375 2,060,925 1,693,575 1,809,025 Charter HS Operating Cost Subsidy 477,628 - - - - - Amount added to CIP Reserve $ 26,000 $ 436,329 $ (641,498) $ (230,139) $ (239,363) $ (442,666) 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 fourth operational year of the DSAHS is scheduled to begin on July 1, 2022 and the full impact of such operations has yet to be determined. Please note that the financial activities of this Department are budgeted and recorded in a Special Revenue Fund through a process that is separate and apart from that of the City due to the fact that it has a different fiscal year from that of the City. 178 O O O O O O O F LO O (N m O V w O N O Ln C 00 Ln O F I- N O m Lo m w V C') _ � N ER E9 0 1- O O O O ' O O F CO N O O I- O O 1- W O LO N V O O V O w a J O 0 0 0 0 O o O OO O N 0 O V w W N O Ln O Ib Ln O N W N O O O O O LO b W 0 r N O O W W F W O O O O O M M 0 Z � � LL N � �N (h O O V N- O O N N LON N CO ON N fM a W E» 41, O J O O O O O O O w 0 O N CO O V 00 b O O O O O O O a O F N r N O (`� Lo CO W O O O O O O W IL W .0 O 00 L L N O b Z V (`") N Z O N N fM W W a' w a W va Im p p w r O n p v o 0 0 0 0 0 o d N (� IL N F M O O O O O 0 M M W N H N W NO LO I- - M - - - } 0 a N N Cl) co N U J M a J N U N a a N u C IL LL � m O co 0 0 0 0 0 0 0 m W O O a W Y N W N O LO O O O LO .0Y N U U U U U O7 W W I-- N Ln O Ln O O I� oc W a 0 d Q U N O c (9 V 0-) fM J r Q a O Q w N Lo O m a LL 0 m a z W °� o o z Q J a Z W an c fn a J J c o O w Z p a E aEi aU va us 0 W 2 z Z c a�c o c IL U N Z E aEi °- E c E FL > > 2 LL o o_ Y 0 o u� D $ E o m W Y 0) E Q w O Y 0 U U U U U d m V d ct) 0 d m a W U N m m rn � a� LU CO c N CLIL m o w E N o a O sz j E E N M V LO CO r > O > s a d d d d a d O Q Y E O E ,O V m m m m m m 8 E E `° EL W Y E 0 F Y U d u n a Y m U � m m w a a) a Li > a U N Cl) V LO LO a a a a a a a U m m m m m m k \ \ \ k CN m � m & & e _ § w C C k k CD / / Q § � N W) CL 0 0 0 0 0 m _ 04 0 0 0 0 7 7 p W C3 CD L o \ / \ O 2 R r 04 o 0 0 0 & § § C C 00 Go \2 = a n m / Q m a � A k CL _ e _ oW) o 0 0 o R _j o 0 0 V j L_ c o / 04 6 \ J w >- 0 � R 1, § z m - Z o o e LU k 8 § g g g 8 w 0 w Lu n 7 7 R W > 0 v o CD 2 / 2 o n R w Q w IL - 0 k k LLI 40 CL 0 O LLI - LLI 0 m _ § ■ a \ \ \ 00 F- L ¢ 0 m § _ L 2 8 q ' G G S R o z 2 2 § C) 00 o « $ n o c 2 g $ \ 2 _ 2 k w V) \ § _/ § k � L » / E / CL m = J = E 0 2 .2 ./ � \ \ \ IL k \ ./ \ � $ ) \ § a E _ ® § 0 ( \ E a a e 3 2 a e \ E \ § p e e e E e ■ 0- 2 = E � 2 \ \ \ CO Of k COD OR j \ d / / k o f � a 04 m _ \ 0 ~ a m _ o w o o w o / S 2 \ k CD- 0 0 2 S \ § 2 ƒ ( & � a � ■ a. m _ / e _ o o m § § / k 0 L L v w o o 8 w -) � _ 00 w � � n a CM a. 04 ® ®a (A w j /u *C 04 I e _ C \ v w / \ q 2 �_ 0 A o w a k ® ® a k 2 -1 2 w s ■ a $ 00 ca 13 Cl) o 0 � � f $ w L m E o 1 Q � o o R o z = z § ) N $ $ z LL, « 3 0 - & IL 1 a p £ 13 m m _ 2 x z w \ w U 0 p ® I E \ I � \ \ w o J IL IL § 7 I ® o E E a f § it E § j � 0) @ \ r) / w 7 2 o E Z a / 2 § Q 0 0 0 0 w R R R R k o \ _ & \ 2 Q » l . CO \ \ k 0 , o , , o 0 S \ / ) m 0 R R C ~ = o w § V) § § S $ ® ® LL 0 C / \ \ k 0 ' 0 0 0 0 S r@ 7 r o 0 0 0 % ~ W Z / \ k _ LL \ , , / / / � - - m S ) ^ M w , o o o o 0 J 7 ~ G 0 \ / \ / k § ® � § \ j j n, 8 z 0 § / Z / / W 2 » w W � K \ / - w ■ \ § a ~ w � wa. - - a m ® § 8 (3 _ j $ w § \ \ \ \ k 9 Zi iq Q \ 2 >- W S @ R R g ■ m § § § ] LL CJ a « C ■ a � § � ~ 13 0 % E E \ 0 } \ q Q 2 m o < \ 00 } \ LL 13 W _ _ 7 § § z _j R a a o RCOw o § a w 5 I z \ E § k k m \ k � # / m $ e \ CL e L E Lou / \ a. E / ) IL < } w § ƒ / ƒ CO 2 / § / a 2 0 - \ W ) \ I E a E / a § E / E m o - 2 ) - / E � � E ƒ 2 0 e = E ƒ � \ / \ \ \ k \ ° / a o I w # IL m 0 o -E § \ \ { 2 v E 2 » [ J 2 § \ / ƒ } \aC)L v ƒ ƒ ƒ ƒ ƒ o E � ] w j / § § / CL J 3 3 3 = § j j j j TABLE IT-1 PROPOSED INFORMATION TECHNOLOGY IMPROVEMENT PROJECTS SCHEDULED FOR 2022/23-2026127 SUMMARY BY YEAR PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED CIP# PROJECTCATEGORY DEPT.# 2022/23 2023/24 2024/25 2025/26 2026127 TOTAL ITI Police Computers Systems<$5000 PD $ 205,475 $ 213,975 $ 154,975 $ 165,475 $ 141,475 $ 881,375 IT2 Central Computer System>$5000 IT 140,000 195,000 175,000 180,000 145,000 835,000 IT3 Radios PD 30,000 30,000 40,000 40,000 40,000 180,000 IT4 Computer Equipment>$5000 ACES 158,000 80,000 75,000 121,000 86,000 520,000 IT5 Computer Equipment<$5000 ACES 199,500 238,500 214,500 294,500 358,000 1,305,000 IT6 Computer Equipment<$5000 DSAHS 294,345 200,000 150,000 125,000 125,000 894,345 IT7 Computer Equipment<$5000 IT 6,000 6,000 6,000 6,000 6,000 30,000 IT8 Computer Equipment<$5000 F 3,400 3,400 5,200 2,400 3,400 17,800 IT9 Computer Equipment<$5000 CM 2,200 4,200 4,000 4,200 5,200 19,800 IT10 Computer Equipment<$5000 PWT 6,200 6,200 6,200 2,200 2,200 23,000 IT11 Computer Equipment<$5000 CS 10,800 9,600 7,800 7,800 13,100 49,100 IT12 Computer Equipment<$5000 CD 16,250 13,500 31,500 7,500 7,500 76,250 IT13 Computer Equipment<$5000 AACC 5,600 4,800 2,400 13,100 2,400 28,300 IT14 Computer Equipment<$5000 CC 3,200 1,200 2,200 1,200 2,200 10,000 Totals $ 1,080,970 $ 1,006,375 $ 874,775 $ 970,375 $ 937,475 $ 4,869,970 TABLE IT-2 PROPOSED INFORMATION TECHNOLOGY IMPROVEMENT PROJECTS SCHEDULED FOR 2022/23-2026/27 FUNDING PLAN BY PROJECT CATEGORY AND SOURCE CHARTER GENERAL SCHOOL DSAHS CIP# PROJECT CATEGORY DEPT.# TOTAL FUND-001 FUND-190 FUND-191 ITI Police Computers Systems<$5000 PD $ 881,375 $ 881,375 $ $ - IT2 Central Computer System>$5000 IT 835,000 835,000 IT3 Radios PD 180,000 180,000 IT4 Computer Equipment>$5000 ACES 520,000 - 520,000 IT5 Computer Equipment<$5000 ACES 1,305,000 1,305,000 - IT6 Computer Equipment<$5000 DSAHS 894,345 - 894,345 IT7 Computer Equipment<$5000 IT 30,000 30,000 - IT8 Computer Equipment<$5000 F 17,800 17,800 IT9 Computer Equipment<$5000 CM 19,800 19,800 IT10 Computer Equipment<$5000 PW/T 23,000 23,000 IT11 Computer Equipment<$5000 CS 49,100 49,100 IT12 Computer Equipment<$5000 CD 76,250 76,250 IT13 Computer Equipment<$5000 AACC 28,300 28,300 IT14 Computer Equipment<$5000 CC 10,000 10,000 - - Totals $ 4,869,970 $ 2,150,625 $ 1,825,000 $ 894,345 183 J O O O O O O O O O O FOF In U 0 i i i i i O 0O 00O0000 O O 0 co M " NONnMN I- M O n n 'IT n N a W N N d) M (,1 N M 00 M 0 Cl) Cl) Cl) (� �i Z (A d3 d LL 0 f-- O O O O O O O O O F N O O O o0 O O O O O 00 U N O V N O V O (O I- M = N ' W M N M In M I� � vQ(�1 N N O O 0 N n d 6% U3 LL 0 co O O O O O O O O O U9 F In � � O O In V O M J O ' ' ' ' ' ' ' ' W N N V In O V In O N M w O Q) M N M � m 'ITM N In ^ O a U z 6% v3 to U to LL 0 O o o o o o o o o O ~ CO w N O O O O O O In O O U 613 U9 ~ In o0 o0 O In O V O W In M M O V V N V w U J 0 0 0 0 O O O o 0 0 N 'ITN V M M (O n w 9 0 0 0 0 0 0 0 0 O O O t` M 00 O O V In to a. d a. W am) n M tT LL M MWu Oz 1 O O O O O O O O O o w w N O O O O O O O O O O F Cl) O N O O In In (O O In M W O W W N In O O O r N V V I u N U ' N in ao M N M J 0 0 0 0 0 0 0 0 0 0 n o Q O O O O O O O O O O 0. N Z H O I- N N O O V In N a. N a O In M V N O N N N(n (0 w N 6% U3 (D a H I- O O In N M It In N N > (0 N N (h a0 0 O 0 M o o o o o ' o o O O 0 N O Cl) N W N O O O O O O O O O z M F N O O r In O O O O W Cl) FLU W O 00 00 00 O d) 00 N M W N W CO N } O N M n N N N W Q (VO } W W Q NC U 2 N Co a U 2 N (» (n l:T w J re w U 00 m 5 O Q m n Oa. LL W W M CO W J a. aw w COp U a a a U a U v U J co W N a w 0 z H U J ~ w a a a a U U U U Q z Q o a ~ U Q Z 00000000 w LL o o o o o o o o CO o o o o o o o o 0 n v n n n v n n O O O O O O O O O W d 0 0 0 0 0 0 0 0 N N N N N N N N N 0 y y y y y y y y O E E E E E E E E IL a N E E E E E E EIL E O m m m m m m m m a a a a a a a a E a a a a a a a a } N N N N N N N N N 0) 0) 0) 0) 0) 0) 0) 0) 8 -C -C -C -C -C -C -C -C N N N N N N N N w C (6 (6 (6 (6 (6 (6 (6 W N i i i i i i i i � � � � � � � � � � � 3 3 3 3 3 3 3 3 ~ a w E E E E E E E E R w d E E E E E E E E O u a a a a a a a a U U U U U U U U C w w w w w w w w d > w w w w w w w w d N m V In M r 00 M N M V In M t` 00 O d w W W W W W W W W d W W W W W W W W W v U U U U U U U U U V U U U U U U U U U CITY OF AVENTUM CAPITAL OUTLAY 2022/23-2026/27 IMPACT OF CAPITAL PROJECTS ON OPERATING BUDGET SCHEDULE ESTIMATED OBJECT COMMISSION USEFULE ANNUAL OPERATING BUDGET IMPACT CODE APPROVAL PROJECT LIFE NO. CATEGORY RECAP 2022/23 DESCRIPTION (YEARS) 2022/23 2023/24 2024/25 2025/26 2026/27 001-80XX City Manager-8005-512 6402 Computer Equipment<$5,000 $ 2,200 (1) 4 $ - $ - $ - $ - $ - City Clerk-8008-519 6402 Computer Equipment<$5,000 3,200 (1) 4 Finance-8010-513 6402 Computer Equipment<$5,000 3,400 (1) 4 Information Technoloay.-8012-513 6401 Computer Equipment>$5,000 140,000 (1) 4 6402 Computer Equipment<$5,000 6,000 (1) 4 Subtotal 146,000 Police-8020-521 6402 Computer Equipment<$5,000 205,475 (1) 4 6407 Radio Purchase&Replace. 30,000 (1) 5 6410 Equipment>$5,000 186,000 (1) 5 6450 Vehicles 380,000 (1) 5 Subtotal 801,475 Community Development-8040-524 6402 Computer Equipment<$5,000 16,250 (1) 4 Community Services-8050-539/572 6402 Computer Equipment<$5,000 10,800 (1) 4 6411 Equipment<$5,000 9,900 (1) 5 6310 Aventura Founders Park 59,500 (1) 10 6323 Waterways Dog Park Improvements 11,500 (1) 10 6326 Veterans Park Improvements 6,000 (1) 10 Subtotal 97,700 Public Works/Transportation-8054-539/541 6421 Government Center Improvements 20,000 (1) 10 6301 Beautification Projects 9,750 (1) 5 6402 Computer Equipment<$5,000 6,200 (1) 4 Subtotal 35,950 Arts&Cultural Center-8070-575 6402 Computer Equipment<$5,000 5,600 (1) 4 6410 Equipment>$5,000 18,000 (1) 5 Subtotal 23,600 Non-Departmental-8090-590 6999 Capital Reserve 14,772,304 N/A N/A N/A N/A N/A N/A N/A Total Capital $ 15,902,079 $ $ - $ $ - $ - (1)-No significant impact on operating budget anticipated. 185 CITY OF AVENTURA CAPITAL OUTLAY 2022/23-2026/27 IMPACT OF CAPITAL PROJECTS ON OPERATING BUDGET SCHEDULE-CONTINUED ESTIMATED OBJECT COMMISSION USEFULE ANNUAL OPERATING BUDGET IMPACT CODE APPROVAL PROJECT LIFE NO. CATEGORY RECAP 2022/23 DESCRIPTION (YEARS) 2022/23 2023/24 2024/25 2025/26 2026/27 TRANSPORTATION AND STREET MAINTENANCE FUND-120 Public Works/Transportation-5401-541 6304 Circulator System Improv.-Bus Shelt $ (1) 10 $ - $ - $ - $ - $ - 6305 Road Resurfacing (1) 10 6308 Citywide Bicycle Sharing 8,500 (1) 10 6341 Transportation Systemlmprov. 130,000 (1) 10 6999 Capital Reserve N/A N/A N/A N/A N/A N/A N/A Wal Capital $ 138,500 $ $ $ $ $ CAPITAL PROJECTS FUND-392 Police-2001-521 6411 Equipment>$5,000 $ 82,700 (1) 5 $ $ $ $ $ 6999 Capital Reserve 101,959 N/A N/A N/A N/A N/A N/A N/A Community Services-5001-572 6999 Capital Reserve 5,473 N/A N/A N/A N/A N/A N/A N/A Public Works/Transportation-5401-541 6999 Capital Reserve 674,275 N/A N/A N/A N/A N/A N/A N/A Total Capital $ 864,407 $ $ $ $ $ STORMWATER UTILITY FUND-410 Public Works/Transportation-5401-538 6306 Drainage Improvements $ 460,000 (1) 10 $ $ $ $ $ Total Capital = $ 686,500 $ $ $ $ $ (1)No significant impact on operating budget anticipated. 186 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 APPENDIX A GLOSSARY OF ACRONYMS AND TERMS 187 Account statement that compares revenues and A term used to identify an individual asset, expenditures. liability, expenditure control, revenue control, encumbrance control or fund balance. Appropriation An authorization granted by the City Accounting Principles Board ("APB") Commission to make expenditures and to incur obligations for specific purposes. An Accounting Research Bulletins ("ARBs") appropriation is limited in amount to the time it may be expended. Accounting System The total structure of records and procedures Arts & Cultural Center ("AACC") which discover, record, classify, summarize A facility in Aventura that offers a wide range and report information on the financial of entertainment and provides a variety of position and results of operations of the City performing arts and relevant cultural or any of its funds, fund types, balanced programming. account groups or organizational components. Assessed Valuation A valuation set upon real estate or other Accrual Basis of Accounting property by the County Property Appraiser A method of accounting where revenues are and the State as a basis for levying ad recorded when service is given and expenses valorem taxes. are recognized when the benefit is received. Assets Actuary Cash, receivables or capital assets listed A person that makes determinations of within the balance sheet. required contributions to achieve future funding levels that addresses risk and time. Aventura City of Excellence School ("ACES") Ad Valorem Taxes A Charter School in Aventura for grades K-8. Taxes levied on all real and certain personal property, tangible and intangible, according to Balance Sheet the property's assessed valuation. Basic financial statement that describes the basis of accounting used in its preparation Adopted Budget and presentation of a specified date in the The initially proposed budget as formally City's assets, liabilities and the remaining fund approved by the City Commission. balance or fund equity. Amended Budget Balanced Budget The adopted budget as formally adjusted by A budget in which current funds or revenues the City Commission. equal planned expenditures. Amortization Basis of Accounting The reduction of debt through regular Basis of Accounting refers to the time period payments of principal and interest sufficient to when revenues and expenditures are retire the debt instrument at a predetermined recognized in the accounts and reported on the date known as maturity. financial statements. Basis of accounting relates to the timing of the measurements Annual Comprehensive Financial Report made, regardless of the measurement focus ("Annual Report") applied. This official annual report presents the status of the City's finances in a standardized format. Basis of Budgeting The Annual Report is organized by fund and The Basis of Budgeting refers to the method contains two (2) basic types of information: a used to determine when revenues and balance sheet that compares assets with expenditures are recognized for budgetary liabilities and fund balance and an operating purposes. Budgets for governmental funds are 188 adopted on a basis that is consistent with control at which expenditures may not exceed Generally Accepted Accounting Principles budget. Any revisions that alter the total ("GAAP") which require recognition of expenditures of a department must be transactions or events on a modified accrual approved by the City Commission. basis of accounting. This basis of accounting recognizes increases and decreases in Commission of Accreditation for Law financial resources only to the extent that they Enforcement Agencies ("CALEA") reflect near-term inflows or outflows of cash. Capital Budget A plan of proposed capital outlays and the Basis Point means of financing them for the current fiscal Equal to 1/100 of 1%. If interest rates rise from period. 7.50% to 7.75%, the difference is referred to as an increase of 25 basis points. Capital Construction Fund A fund established to account for bond Bond proceeds and expenditures associated with A written promise, generally under seal, to the purchase of properties and/or pay a specified sum of money, called the face constructions costs to be utilized for public value, at a fixed time in the future, called the parks, Arts & Cultural Center, the Government date of maturity and carrying interest at a Center and Police Station and the Don Soffer fixed rate, usually payable periodically. Note: Aventura High School. The difference between a note and a bond is that the latter usually runs for a longer period Capital Improvement Program ("CIP") of time and requires greater legal formality. A plan for capital expenditures to be incurred each year over a five-year period to meet Bond Covenants capital needs arising from the long-term work A legally enforceable promise made to the program or otherwise. It sets forth each bondholders from the issuer, generally in project or other contemplated expenditure in relation to the funding source utilized for which the City is to have a part and specifies repayment. the full resources estimated to be available to finance the projected expenditures. Bonded Debt That portion of indebtedness represented by Capital Outlays outstanding bonds. Non-recurring expenditures of an infrequent or unusual nature which may result in the Budget acquisition/addition to the City's fixed capital A financial operating plan that embodies an assets or infrastructure. estimate of proposed expenditures for a given period (usually a single fiscal year) and the Capital Projects Fund proposed means of financing them. A fund established to account for impact fees and other revenues specifically earmarked for Budget Calendar capital projects restricted by City Ordinance or A schedule of key dates that the City utilizes Commission Policy. to prepare, adopt and administer the budget. Carryover Budget Message An existing fund balance that is projected to A general discussion of the proposed budget be available for use in the City's annual as presented in writing by the City Manager to budgeted expenditures. the City Commission. Centers for Disease Control and Budgetary Control Prevention ("CDC") The control or management of the City in Mentioned in the glossary due to the COVID- accordance with the approved budget for the 19 pandemic. purpose of keeping expenditures within the limitations of available appropriations and Chart of Accounts available revenues. Represents the level of 189 The classification system used by the City to payment of, general long-term debt principal organize the accounting for various funds. and interest. Note: This fund is also referred to as a "Sinking Fund". Charter Schools USA, Inc. ("CSUSA") An organization that managers the Aventura Debt Service Requirements City of Excellence School The amounts of revenue which must be ("ACES") provided for a debt service fund so that all principal and interest payments can be made in full and on schedule. Collective Bargaining Agreement ("CBA") An employment agreement between the City Defeasance and Dade County Police Benevolent A provision that voids a bond when the Association that covers Officers and borrower puts cash in escrow via a refunding Sergeants. bond issuance sufficient to service the borrower's debt. When a bond issue is Commercial Paper defeased, the borrower sets aside cash to pay An unsecured promissory note that is issued off the bonds, therefore the outstanding debt for a specific amount, maturing on a specific and cash offset each other on the balance day. Normally, the maximum maturity is 270 sheet and are removed from the financial days, but the most common length is 30 days. statements. Community Rating System ("CRS") Depreciation The decrease in the value of physical assets Community Recreation Center ("CRC") due to their use and the passage of time. Contingency Don Soffer Aventura High School An appropriation of funds available to cover ("DSAHS") unforeseen events that occur during the fiscal Aventura's High School for grades 9-12. year. These funds, if not used, lapse at year- end. Note: This is not the same as fund Encumbrances balance. Obligations in the form of purchase orders, contracts or salary commitments which are Coronavirus Disease 2019 ("COVID-19") chargeable to an appropriation and for which A pandemic that affected the world and a part of the appropriation is reserved. They changed how people, businesses and cease to be encumbrances when paid or communities do life and work. when the actual liability is set up. Current Assets Equivalent Residential Unit ("ERU") Assets that one can reasonably expect to Used in calculating stormwater utility fees. convert into cash, sell or be consumed The City charges a specific amount per ERU. through operations within one (1)year. Expenditures Current Liabilities For accrual basis accounts, this term Obligation whose liquidation is expected to designates total charges incurred, whether require the use of existing resources classified paid or unpaid, including expenses, provision as current assets or the creation of other for debt service and capital outlays. For cash current liabilities. basis accounts, the term covers only actual disbursements for these purposes. Note: Debt Service Encumbrances are not considered The payment of principal and interest on expenditures. borrowed funds such as bonds. Expenses Debt Service Fund Charges incurred, whether paid or unpaid, for A fund established to finance and account for operation, maintenance and interest and other the accumulation of resources for and the 190 charges which are presumed to benefit the Fund Balance current fiscal period. The excess of a fund's assets over its liabilities and reserves. The City follows Financial Accounting Standards Board GASB Statement No. 54, Fund Balance ("FASB") Reporting and Governmental Fund Type Definitions which requires that governmental Fiscal Period fund financial statements present fund Any period at the end of which a balances based on classifications that governmental unit determines its financial comprise a hierarchy that is based primarily condition and the results of its operations and on the extent to which the City is bound to closes its books. Note: It is usually a year, honor constraints on the specific purposes for though not necessarily a calendar year. which amounts in the respective governmental funds can be spent. Fiscal Year ("FY") Any period of 12 consecutive months to which The classifications used in the governmental the annual budget applies and at the end of fund financial statements are as follows: which the City determines its financial position and results of operations. The City's fiscal year Nonspendable: This classification includes begins October 1st and ends September 301". amounts that cannot be spent because they are either (a) not in spendable form or (b) are Fixed Assets legally or contractually required to be Land, buildings, machinery, furniture, or other maintained intact. "Not in spendable form" equipment that have a useful life of more than includes items that are not expected to be one (1)year that cost more than $5,000. converted to cash (such as inventories and prepaid amounts) and items such as long- Florida Department of Transportation term amount of loans and notes receivable, as ("FDOT") well as property acquired for resale. The Maintains the roadways in the State of Florida. corpus (or principal) of a permanent fund is an example of an amount that is legally or Florida Power& Light Company ("FPL") contractually required to be maintained intact. Franchise Fee Charges to service providers for Restricted: This classification includes exclusive/non-exclusive rights to operate amounts for which constraints have been within municipal boundaries. Examples placed on the use of the resources either (a) include electric, gas, sanitation and towing. externally imposed by creditors (such as through a debt covenant), grantors, Full-Time Equivalent Position ("FTE") contributors, or laws or regulations of other A part-time position converted to the decimal governments, or (b) imposed by law through equivalent of a full-time position based on constitutional provisions or enabling 2,080 hours/year. legislation. Fund Committed: This classification includes An independent fiscal and accounting entity amounts that can be used only for the specific with a self-balancing set of accounts recording purposes determined by a formal action of the cash and/or other resources, together with all City Commission that can, by adoption of an related liabilities, obligations, reserves and ordinance prior to the end of the fiscal year, equities which are segregated for the purpose commit fund balance. Once adopted, the of carrying on specific activities or attaining limitation imposed by the ordinance remains in certain objectives in accordance with special place until a similar action is taken (the regulations, restrictions or limitations. adoption of another ordinance) to remove or revise the limitation. Resources accumulated Fund Accounts pursuant to stabilization arrangements are All accounts necessary to set forth the reported in this category. financial operations and financial condition of a fund. 191 Assigned: This classification includes amounts Organization that provides education, best that are constrained by the City's intent to be practices and award recognition for used for a specific purpose but are neither governments. restricted nor committed. The City Commission has by resolution authorized the Governmental Accounting Standards City Manager to assign fund balance. The City Board ("GASB") Commission may also assign fund balance as Issue accounting pronouncements. it does when appropriating fund balance to cover a gap between estimated revenue and Grant appropriations in the subsequent year's A contribution by one (1) governmental unit to budget. Unlike commitments, assignments another. The contribution is usually made to generally can only exist temporarily. In other aid in the support of a specified function (e.g., words, an additional action does not normally education), but is sometimes also made for have to be taken for the removal of an general purposes. assignment. Conversely, as discussed above, an additional action is essential to either Heating, Ventilation and Air remove or revise a commitment. Conditioning ("HVAC") Referenced in Capital Projects when these Unassigned: This classification includes the need replacing. residual fund balance for the General Fund. This classification represents fund balance Income that has not been assigned to other funds and This term is used in accounting for that has not been restricted, committed, or governmental enterprises and represents the assigned to specific purposes within the excess of the revenues earned over the General Fund. Unassigned fund balance may expenses incurred in carrying on particular also include negative balances for any phases of an enterprise's activities. As governmental fund if expenditures exceed indicated elsewhere, the excess of the total amounts restricted, committed or assigned for revenues over the total expenses of the utility those specific purposes. for a particular accounting period is called "net income". General Fund The fund that is available for any legal Infrastructure authorized purpose and which is therefore Public domain fixed assets including roads, used to account for all revenues and all bridges, curbs, gutters, sidewalks, drainage activities except those required to be systems, lighting systems and other items that accounted for in another fund. Note: The have value only to the City. General Fund is used to finance the City's ordinary operations Interest Income Revenue generated through the investment of Generally Accepted Accounting Principles fund balances. ("GAAP") Interfund Transfers Geographic Information System ("GIS") Administrative fees charged to other City funds for the provision of administration and Goal other City services. A statement of broad direction, purpose or intent based on the needs of the community. Intergovernmental Revenue A goal is general and timeless; that is, it is not Revenue received from or through the concerned with a specific achievement in a Federal, State or County government, given period. including State Revenue Sharing, Alcoholic Beverage Tax, Sales Tax and Gasoline Government Finance Officers Association Taxes. ("G FOA") Inventory 192 A detailed list showing quantities, A budget wherein expenditures are based descriptions, property values, units of primarily upon measurable performance of measure and unit prices. Note: The term is activities and work programs. often confined to consumable supplies but may also cover fixed assets. Performance Workload Indicators Data collected to determine how effective Liabilities and/or efficient a program is in achieving its Debts or obligations owed by one (1) entity to objectives. another entity payable in money, goods or Police Education Fund services. A special revenue fund used to account for revenues pursuant to Florida Statute 943.25 Mill which allows municipalities to collect two A taxation unit equal to $1 of tax obligation for dollars ($2.00) from each traffic citation for the every $1,000 of assessed property value. purpose of criminal justice education and training for police officers. Millage The total tax obligation per $1,000 of Police Offduty Services Fund assessed property value. A special revenue fund used to account for revenues and expenditures associated with Mission Statement services provided by off-duty police officers in The statement that identifies the particular private customer details to the various purpose and function of a department. businesses and condominium associations. National Pollutant Discharge Elimination Property Tax System ("NPDES") A tax levied on the assessed value of real and personal property. This tax is also known as Net Position ad valorem tax. Excess of the City's assets and deferred outflows over its liabilities. Proprietary Fund Enterprise and internal service funds that are Non-Departmental similar to corporate funds, in that they are Activities, revenues and expenditures that are related to assets, liabilities, equities, not assigned to a department. revenues, expenses and transfers determined by business or quasi-business activities. Note: Objective The Stormwater Utility Fund is an example of Something to be accomplished in specific, this type of fund. well-defined and measurable terms and that is achievable within a specific time frame. Reserves The City's current year budgeted funds that Operating Budget are not planned to be expended. These A budget for general revenues and reserves may "carryover" into the available expenditures such as salaries, utilities and fund balance of subsequent years. supplies. Resolution Ordinance A legislative act by the City Commission with A formal legislative enactment by the City less legal formality than an ordinance. Commission. Revenues Pay-as-You-Go Financing Increases in governmental fund type net A method of paying for capital projects that current assets from other than expenditure relies on current tax and grant revenues rather refunds and residual equity transfers. than on debt. Rolled-Back Rate Performance Budget The operating millage rate required to raise the same ad valorem tax revenues as were 193 levied in a prior year, exclusive of new The effect of TRIM is to inform taxpayers that construction, additions to structures, deletions their property taxes are changing (up or and property added (e.g., annexations). down), the cause (a change in the assessed value of their property and/or an increase in Sales Tax the proposed spending level) and how the Tax imposed on the purchase of goods and proposed new tax rate compares to the rate services. that would generate the same property tax dollars as the current year (the "rolled-back" Special Revenue Fund rate). A fund used to account for the proceeds of specific revenue sources that are legally Unencumbered restricted to expenditure for specified The portion of an allotment not yet expended purposes. or encumbered. Stormwater Utility Fund Useful Life This fund is used to account for revenues and The period of time that a fixed asset is expenditures specifically earmarked for the expected to operate. This can refer to a construction and maintenance of the City's budgeted period of time for an equipment stormwater drainage system. class or the actual amount of time for a particular item. Taxable Assessed Value ("TAW) The assessed value less homestead and User Charges or Fees other exemptions, if applicable. The payment of a fee for direct receipt of public service by the party benefiting from the Taxes service. Compulsory charges levied by a government for the purpose of financing services Utility Service Tax performed for the common benefit. This term Taxes levied on consumer consumption of does not include specific charges made utility services provided in the City. The tax is against particular persons or property for levied as a percentage of gross receipts. current or permanent benefits such as special assessments. 911 Fund This fund is used to account for revenues and Transportation and Street Maintenance expenditures specifically earmarked for the Fund City's emergency 911 system in accordance A special revenue fund to account for with Florida Statutes 365.172. The funds may restricted revenues and expenditures which be used to provide emergency dispatch by Florida Statutes are designated for street systems, training, communication, maintenance and construction costs. maintenance and repairs and related capital outlay purchases. The fund offsets a portion of Trust and Agency Funds the emergency 911 operations. 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. Truth in Millage ("TRIM") THE REST OF THIS PAGE HAS The Florida Truth in Millage Act ("TRIM") serves to formalize the property tax levying INTENTIONALLY BEEN LEFT BLANK. 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. 194 CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/23 APPENDIX AUTHORIZED INVESTMENTS SUMMARY TABLE 195 y 0 w (n > cuco N L L L L (n L L L L LS cu cu cu f Co Co Co Co Co Co Co O O O t+ � N co t O O a) U cu a) 3 O) U N C 0 Q 0_0 0 o N 0 N O O a3 O O _ m � O) O J O O O O O C O i a3 -6 L 1 ° O O 1 1 1 1 1 O LO O O 1 1 O 1 +�+ N 0) > y N N N N ° cu ° _ -° 'a O H cu0 _0 0- a) as N U N N O e 0) O a) a) O N LL L > > U Q O 0 Q O c O (� ++ O O O C U O T a) 0- � � c N i i i i i i i i i i O O ' ' O ' 2 a) 3 3 co J w d t° o 7 0 > a3 y O d mU a y cu Na O U) cu oN.92) O N N O N _0 U m a O O 0 O � y >, U_ 7 = O O n Q � O O O O O O O O O m O O- a3 N D o 0 0 0 0 o 0 0 0 0 0 o O N � y O O O O O lf•) lf•) lf•) lf•) lf•) Ln o lf•) O a3 '0 N -O a0 N O N M N N N O y d S > -0 ' CV) U o L 6 E N Q O 6 ° E C 0 Q N _ 0- O N C co Q O N Q X Co N N > U O S N 0 ++ O O cq Z N CO a to Co to -° �' Cu U m E O O a N W �+ H 0 d Q Q � Q y, a) N CO �_ > d N E Q Q ~ U \ CV U c N ° = ° a Q U E = 0 a Q U - _ V N a � o ci 3 Q a) z z o y o > d o T y w ai •L J a) O O (O O Q = wT S > C d N a) O E O 2 >0 �. 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