Loading...
09-05-1996 CC Meeting AgendaCITY OF AVENTURA COUNCIL AGENDA SEPTEMBER 5, 1996 - 7 P.M. CITY COUNCIL Arthur I. Snyder, Mayor Patricia Rogers-Libert, Vice Mayor Arthur Berger, Councilmember Jay R. Beskin, Councilmember Ken Cohen, Councilmember Harry Holzberg, Councilmember Jeffrey Perlow, Councilmember Eric M. Soroka, City Manager Teresa M. Smith, City Clerk Weiss Serota & Helfman, City Attorney CITY OF AVENTURA City Council Arthur 1. Snyder, Mayor Patricia Rogers-Libert, Vice Mayor Arthur Berger Jay R. Beskin Ken Cohen Harry Holzberg Jeffrey Perlow COUNCIL MEETING SEPTEMBER 5, 1996 - 7 P.M. AGENDA COLUMBIA AVENTURA MEDICAL ARTS BUILDING 21110 BISCAYNE BOULEVARD SUITE 101 AVENTURA, FLORIDA CALL TO ORDER/ROLL CALL PLEDGE OF ALLEGIANCE PUBLIC HEARINGS: A. AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ESTABLISHING AND ADOPTING THE CITY OF AVENTURA AD VALOREM TAX OPERATING MILLAGE LEVY RATE AT 2.2270 MILS PER THOUSAND DOLLARS OF TAXABLE ASSESSED PROPERTY VALUE FOR THE 1996 TAX YEAR; PROVIDING FOR CONFLICTS; PROVIDING FOR SEVERABILITY AND PROVIDING FOR AN EFFECTIVE DATE. AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ADOPTING THE ATTACHED TENTATIVE OPERATING AND CAPITAL BUDGET, AS REVIEWED AND APPROVED BY CITY COUNCIL AT THE REVIEW SEPTEMBER 5, 1996 MEETING HELD ON AUGUST 13, 1996, AS THE CITY OF AVENTURA FINAL BUDGET FOR THE 1996-97 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 ENCUMBRANCES; PROVIDING FOR SEVERABILITY AND PROVIDING FOR AN EFFECTIVE DATE. 4. ADJOURNMENT 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, 466-8901, not later than two days prior to such proceeding. Anyone wishing to appeal any decision made by the Aventura City Council 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 may be viewed at the Office of the City Clerk, City of Aventura Government Center, 2999 NE 191 st Street, Suite 500, Aventura, Florida, 33180. Anyone wishing to obtain a copy of any agenda item should contact the City Clerk at 466-8901. 2 CITY OF AVENTURA WELCOME TO YOUR CITY COUNCIL MEETING We ars pleased that you have demonstrated an Intersst in the City of Aventura by attending a City Council meeting. We hope you will attend mors of these meetings in the future. GENERAL INFORMATION The City of Aventura was incorporated on November 7, 1995 and operates under the "Council - City Manager Plan." The City Council is comprised of six members and the Mayor selected by the residents of Aventura to serve as the City's governing body. It is responsible for adopting policies of the City, passing ordinances, adopting resolutions, approving various development requests and adopting the budget. A City Manager is appointed by the City Council to serve as the administrative head of the government and provides rscommendations to the City Council on policy issues. The City Council Meeting is a formal meeting of the members of the Council to transact City business. This business is conducted in a manner prescribed by resolution, laws and regulations which require formal actions and the following of specific procedures. The AGENDA is a printed document that lists the order of business for the Council meeting. GENERAL RULES AND PROCEDURES Addressing Council - Members of the public may address the City Council on matters during the following portions of the AGENDA: Public Hearings, Other Business and Public Comments. Each person who addresses the Council shall step up to the speaker's podium and give his/her name and address. Public discussion is limited to three minutes maximum per person, however the Mayor may allow mors time. All questions from the public to the Council shall be addressed through the Mayor. Public Comments - Individuals wishing to speak on matters not on the agenda but pertinent to the city may do so by signing in with the City Clerk prior to the meeting. The Mayor will recognize those persons who signed in under the agenda item "Public Comments." Decorum. Any person making impertinent or slanderous remarks or who becomes boisterous while addressing the Council, shall be barred from further audience before the Council by the Mayor, unless permission to continue or again address the Council be granted by the majority vote of the Council. No clapping, applauding, heckling or verbal outburst in support or opposition to a speaker or his or her remarks shall be permitted, No signs or placards shall be allowed in the Council chambers. Persons exiting the Council chamber shall do so quietly. The above rsprssents a summarization of the Comprehensive Council Meeting and Agenda Procedures Resolution. Copies of this resolution ars available from the Office of the City Manager. CITY OF AVENTURA OFFICE OF THE CITY MANAGER MEMORANDUM TO: FROM: DATE: SUBJECT: City Council ty~ Eric M. Soroka, Ci r August 27, 1996 Ordinance Adopting Ad Valorem Tax Rate for Fiscal Year 1996197 First Reading: September 5, 1996 Council Meeting Agenda Item Second Reading: September 19, 1996 Council Meeting Agenda Item__ Attached for your approval is an ordinance adopting the ad valorem tax rate for fiscal year 1996/97. The 2.2270 millage rate was approved as part of the proposed budget and represents no increase above the Unincorporated Municipal Service Area (UMSA) rate as adopted by the County for the 1995/96 fiscal year. The proposed 1996/97 UMSA rate for the County is 2.687. If you have any questions, please feel free to contact me. EMS/tms attachment ORDINANCE NO. AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ESTABLISHING AND ADOPTING THE CITY OF AVENTURA AD VALOREM TAX OPERATING MILLAGE LEVY RATE AT 2.2270 MILS PER THOUSAND DOLLARS OF TAXABLE ASSESSED PROPERTY VALUE FOR THE 1996 TAX YEAR; PROVIDING FOR CONFLICTS; PROVIDING FOR SEVERABILITY AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the Property Appraiser of Dade County has certified a Tax Assessment Roll for the year 1996 which includes the assessment for the City of Aventura; and WHEREAS, the City Council and the City Administration of the City of Aventura have reviewed the 1996/97 fiscal year budget for the various operating departments of the City and the means of financing said budget; and WHEREAS, the City Council 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 COUNCIL OF THE CITY OF AVENTURA, FLORIDA, AS FOLLOWS THAT: Section 1. The City Council of the City of Aventura, Florida, does hereby establish and adopt the City of Aventura Ad Valorem Tax Operating Millage Levy Rate of 2.2270 mils for the 1996 tax year, or $2.2270 per thousand dollars of taxable assessed property value. Section 2. The 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 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 moved its adoption on first reading. offered by Councilmember , who This motion was seconded by Councilmember , and upon being put to a vote, the vote was as follows: Councilmember Arthur Berger Councilmember Jay R. Beskin Councilmember Ken Cohen Councilmember Harry Holzberg Councilmember Jeffrey Perlow Vice Mayor Patricia Rogers-Libert Mayor Arthur I. Snyder 2 The foregoing Ordinance was offered by Councilmember , who moved its adoption on second reading. This motion was seconded by Councilmember and upon being put to a vote, the vote was as follows: Councilmember Arthur Berger Councilmember Jay R. Beskin Councilmember Ken Cohen Councilmember Harry Holzberg Councilmember Jeffrey Perlow Vice Mayor Patricia Rogers-Libert Mayor Arthur I. Snyder PASSED AND ADOPTED on first reading this __ day of September, 1996. PASSED AND ADOPTED on second reading this __ day of September, 1996. ATTEST: ARTHURI. SNYDER, MAYOR TERESA M. SMITH, CMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY 3 CITY OF AVENTURA OFFICE OF THE CITY MANAGER MEMORANDUM TO: FROM: DATE: SUBJECT: City Council Ordinance Adopting the 1996197 Operating and Capital Budget First Reading: September 5, 1996 Council Meeting Agenda Item Second Reading: September 19, 1996 Council Meeting Agenda Item __ Attached for your consideration is the adopting ordinance and budget document for the 1996/97 Operating and Capital Budget. The ordinance format is similar to the one utilized to adopt the 1995/96 fiscal year budget document. If you have any questions, please feel free to contact me. EMS/tms attachment ORDINANCE NO. AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ADOPTING THE ATTACHED TENTATIVE OPERATING AND CAPITAL BUDGET, AS REVIEWED AND APPROVED BY CITY COUNCIL AT THE REVIEW MEETING HELD ON AUGUST 13, 1996, AS THE CITY OF AVENTURA FINAL BUDGET FOR THE 1996-97 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 ENCUMBRANCES; PROVIDING FOR SEVERABILITY AND PROVIDING FOR AN EFFECTIVE DATE. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF AVENTURA, FLORIDA, AS FOLLOWS: Section1. The tentative 1996/97 Operating and Capital Improvement Program Budget, reviewed and approved by the City Council on August 13, 1996, a copy of said budget being attached hereto and made a part hereof as specificially as if set forth at length hereat, be and the same is hereby established and adopted as the City of Aventura's final budget for the 1996/97 fiscal year. The tentative budget adopted hereby may be amended or adjusted by a motion approved by a majority vote of the City Council at the public hearings in accordance with State Statutes. Section 2. Expenditure of Funds Appropriated in the Budget Authorized. Funds appropriated in the Budget may be expended by and with the approval of the City Manager in accordance with the provisions of the City Charter and applicable law. Funds of the City shall be expended in accordance with the appropriations provided in the Budget adopted by this Ordinance and shall constitute an appropriation of the amounts specified therein. 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 1996197 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. 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 Personnel Policies. 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 2 based upon generally accepted accounting principles and where appropriate, placed into separate and individual trust and/or escrow accounts from which any money drawn may only be disbursed and applied within the limitations placed upon the Gift or Grant as aforesaid. Section 6. Amendments. Upon the passage and adoption of the 1996/97 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 ?. Encumbrances. All outstanding encumbrances at September 30, 1996 shall lapse at that time; and all lapsed capital outlay encumbrances shall be reappropriated in the 1996/1997 fiscal year. Section 8. Severability. The provisions of this Ordinance are declared to be severable and if any section, sentence, clause or phrase of this Ordinance shall for any reason be held to be invalid or unconstitutional, such decision shall not affect the validity of the remaining sections, sentences, clauses, and phrases of this Ordinance but they shall remain in effect, it being the legislative intent that this Ordinance shall stand notwithstanding the invalidity of any part. Section 9. Effective Date. This Ordinance shall be effective immediately upon adoption on second reading. 3 The foregoing Ordinance was offered by Councilmember , who moved its adoption on first reading. This motion was seconded by Councilmember ., and upon being put to a vote, the vote was as follows: Councilmember Arthur Berger Councilmember Jay R. Beskin Councilmember Ken Cohen Councilmember Harry Holzberg Councilmember Jeffrey Perlow Vice Mayor Patricia Rogers-Libert Mayor Arthur I. Snyder The foregoing Ordinance was offered by Councilmember , who moved its adoption on second reading. This motion was seconded by Councilmember and upon being put to a vote, the vote was as follows: Councilmember Arthur Berger Councilmember Jay R. Beskin Councilmember Ken Cohen Councilmember Harry Holzberg Councilmember Jeffrey Perlow Vice Mayor Patricia Rogers-Libert Mayor Arthur I. Snyder PASSED AND ADOPTED on first reading this day of September, 1996. PASSED AND ADOPTED on second reading this __ day of September, 1996. ATTEST: ARTHURI. SNYDER, MAYOR TERESA M. SMITH, CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY 4 CITY OF AVENTURA Operating and Capital Budget Fiscal Year 1996/97 OPERATING AND CAPITAL BUDGET FISCAL YEAR 1996/97 CITY OF AVENTURA CITY COUNCIL Mayor Arthur I. Snyder Vice Mayor Patricia Rogers-Libert Councilmember Arthur Berger Councilmember Jay R. Beskin Councilmember Ken Cohen Councilmember Harry Holzberg Councilmember Jeffrey Perlow CITY MANAGER Eric M. Soroka DEPARTMENT DIRECTORS Weiss Serota Helfman, P.A.,City Attorney Harry M. Kilgore, Finance Support Services Robert M. Sherman, Community Services Jaye M. Epstein, Community Development Teresa M. Smith, City Clerk Thomas Ribel, Police Chief CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 1996197 TABLE OF CONTENTS TOPIC City Manager's Budget Message Addendum City Manager's Budget Message Organization Chart Taxing Authorities Adopting Ordinance SUMMARY OF ALL FUNDS GENERAL FUND Summary Revenue Estimates PAGE NO. I -XV 4 7 Expenditures: City Council Office of the City Manager Finance Support Services Department Legal Department City Clerk's Office Public Safety Department Community Development Department Community Services Department Non-Departmental Capital Outlay POLICE EDUCATION FUND STREET MAINTENANCE FUND DEBT SERVICE FUND CAPITAL CONSTRUCTION FUND 13 16 21 27 31 35 42 48 56 58 63 65 68 71 APPENDIX 75 CITY OF AVENTURA GOVERNMENT CENTER 2999 N.E. 191ST STREET SurrE S00 AVENTURA, FLORIDA 33180 The Honorable Mayor and City Council City of Aventura Aventura, Florida 33180 RE: 1996/97 Budget Message Addendum Members of the City Council: On August 1, 1996 the City Manager's Proposed Operating and Capital Budget for all funds for the fiscal year beginning October 1, 1996 was presented to the City Council. A Budget meeting was held on August 13, 1996, whereby the City Council reviewed, discussed and approved the proposed budget as presented. The document recommends a $20,175,941 Budget. Enclosed herein, is the 1996/97 fiscal year budget. Eric M. Sor~k~/ City ManageY EMS/ne PHONE: 305 - 466 - 8900o. FAX: 305 · 466 - 8939 CITY OF AVENTURA (~OVERNMENT CENTER 2999 N,E. ! 9 ! ST STREET SUITE 500 AVENTURA, FLORIDA 33180 ARTHUR I. SNYDER PATR[CIA ROGERS- L]BERT VICE MAYOR The Honorable Mayor and City Council City of Aventura Aventura, Florida 33180 RE: 1996/97 Budget Message Members of the City Council: COUNCIl-MEMBERS ARTHUR BERGER JAY BESK]N KEN COHEN HARRY HOLZBErG JEFFREY PERLOW In accordance with Article IV, Section 4.05 of the Charter of the City of Aventura, I hereby submit the proposed Operating and Capital Budget for all funds for the fiscal year beginning October 1, 1996, for your review and consideration. This budget document represents the first whole entire fiscal year for the new City of Aventura. The City was incorporated in November of 1995. The first budget adopted by the City Council was for the period of April 1996 to September 30, 1996. This document also represents the single most important report presented to the City Council. It is primarily intended to establish an action, operation, and financial plan for the delivery of City services. This budget establishes the basic foundation for the creation and implementation of the City's government structure and services. Importantly, it also serves as an aid to the residents in providing a better understanding of the City's operating and fiscal programs. This budget document establishes the framework to provide quality municipal services that our residents deserve and expect to fulfill the dream of creating this great City. This government promotes and supports a high quality of life for its citizens, businesses and visitors. Budget Format A single budget document, which includes all City Funds and service programs, has been prepared to provide a comprehensive overview of all City services and financial framework for the understanding of the public. The following sections are contained within the budget document: 2. 3. 4. Summary of all Budgeted Funds General Fund Police Education Fund Street Maintenance Fund PHONE: 308: 466 - 8900-.FAX: 305 - 466 - 8939 J Debt Service Fund Capital Construction Fund 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. Every effort was made to provide a budget document that can be fully reviewed and justified to the City Council and residents. The preparation of the budget document marks a commitment to a planned and professional process of developing a budget that will address both current and future issues facing the City, providing adequate service levels and the necessary justification to support all expenditure requests. 1996197 BudRet Priorities/Goals The City Council and City Manager met and established budget goals and priorities. The following represents the pre-established priorities and goals that provided a framework for the preparation of the 1996/97 Budget Plan. In many areas the budget contains resources to address and accomplish the pre-established priorities and goals. Implement Revenue Sources to Fund Require Services and Capital Projects. Establish Full Service City of Aventura Police Department. Establish Full Service Community Development Department Begin code enforcement services effective October 1, 1996. Pdvatize the Following Services Median/Right of Way Maintenance. Building Maintenance. Stree~ Maintenance. Refuse Collection/recycling. City engineer functions, Vehicle Maintenance. Develop Citywide Shuttle Bus Service. Foster Community Pdde and Involvement. Issue at least 3 newsletters and 1 annual report. Issue quarterly progress reports. Utilize citizen surveys. Fund special events such as July 4th, Founders Day, Arbor Day, cultural programs and recreational activities. Utilize City Boards as a source of advice and input. II Develop Citywide Beautification Program Prepare Citywide Beautification/Landscape Master Plan. Begin to landscape areas included in the Master Plan. Replace coun~ s~ree~ signs with allracfive new signs. Review the conversion of overhead utility distribution system to an underground Develop plan to continue landscape along the railroad tracks to create barrier along City limits. Eliminate bus bench advertising and replace with more attractive benches. Replace bus she~ters with more attractive and user fdendly units. Develop 5 Year Capital Improvement Program. Assess and evaluate City's infrastructure (roads, sidewalks, bikepaths, drainage, Prepare Capital Improvement Program to include needed projects and funding plan to improve the City's infrastructure. Review pdvate roads for possible conversion to the City if standards can be met. Develop plan for providing additional street lighting. Review possibility of establishing Stormwater Utility Fund to address drainage Address safety concems along bike/walkway paths. Continue to explore alternatives to providing traditional local govemment services. Action Plan The residents of the City deserve quality municipal services provided in a productive and efficient manner at the lowest possible cost. They also deserve planning and proper justification when a budget is proposed. I believe the budget contained within does all of this. The preparation of the 1996/97 operating budget document creates a foundation to address operational and capital growth needs on a planned basis. The document points out various problems that face the City and provides solutions to those problems. The budget emphasizes a professional and conservative fiscal approach. A great deal of progress has been made to establish the foundation and invent the government structure which to build on the future. The decisions made today will dictate the community's commitment to maintain and improve the quality of life for all residents. Such commitment requires teamwork on behalf of the City Council, City Administration, all employees and, most important the residents. Summary of All Budgetary Funds The total proposed budget for 1996/97, including all funds, capital outlay and debt service, is $20,175,941. Operating expenditures total $6,356,641. Capital Outlay expenditures total $12,815,300 and Debt Service Expenditures are $1,004,000. III Individual fund budget amounts are as follows: Fund Summary FUND PROPOSED AMOUNT General Police Education Debt Service Capital Construction $9,170,941 1,000 1,004,000 10,000,000 Funds Summary Millions % OFBUDGET 45.4% .1% 5.0% 49.5% 12 10 8 6 4 Expenditures by category are as follows; Category Summary CATEGORY PROPOSED AMOUNT Personal Services Contractual Services Other Charges & Services Commodities Other Operating Expenses Capital Outlay Debt Service $2,864,646 2,292,500 910,480 171,215 117,800 12,815,300 1,004,000 TOTALS $ 20,175,941 % OF BUDGET 14.2% 11.4% ..4.5% 0.8% 0.6% 63.5% 5.0% 100.0% IV Category Summary 0.6% 4.5% 11.4% Debt Service 5.0% Personal Services 14.2% Expenditures by operating department are as follows: Operatin.q Department Summary Department PROPOSEDAMOUNT % OF BUDGET City Council Office of the City Manager Finance Support Services Legal City Clerk Public Safety Community Development Community Services Non-Departmental Capital Outlay Debt Service $73,489 0.4% 304,693 1.5% 418,071 2.1% 154,500 0.8% 110,233 0.5% 3,116,574 15.4% 560,930 2.8% 1,078,152 5.3% 540,000 2.7% 12,815,300 63.5% 1,004,000 5.0% TOTALS $ 20,175,941 100.0% GENERAL FUND The General Fund is used to account for resources and expenditures that are available for the general operations of city government functions, V Revenues The revenues, available for allocation in the 1996/97 Fiscal Year General Fund Budget, are anticipated to be $9,170,941. Locally Levied Taxes - The amount anticipated for ad valorem taxes includes no increase and adopts the same Unincorporated Municipal Services Area (UMSA) rate as adopted by the County for the 1995/96 fiscal year. The ad valorem millage levy for fiscal year 1996/97, will be 2.2270. This will generate $5,511,545 and will be one of the lowest municipal tax rates in the County. The overall revenue category is $8,302,545. Anticipated franchise fees and utility taxes make up the remainder of this category. License and Permits - The amounts for this revenue category are projected to be $355,000. City Occupational Licenses and building permits are the major sources of revenue. Inter,qovernmental Revenues - Total Intergovernmental Revenues are projected to be $77,396, largely from County occupational licenses. The projection is based on the City not being eligible for State Shared Revenues until 1997/98. This is due to the recent incorporation of the City and numerous eligibility criteria. However, we continue to pursue and expedite eligibility determination requirements. Char,qes For Services - Revenues relating to charges for services are anticipated to be $25,000 from Development review Fees. Fines and Forfeitures - Total revenues projected for 1996/97 is $36,000. Revenues from County court fines and code violations are included in this category. Miscellaneous Revenues - Projected revenues are anticipated to be $75,000 and are derived from interest earnings. Fund Balance - This represents under estimates of available resources, and unspent appropriations from the 1995/96 budget. This amount is anticipated to be $300,000. Expenditures The estimated 1996/97 General Fund expenditures, contained within this budget, total $9,170,941 and are balanced with the projected revenues. VI CATEGORY Personal Services Contractual Services Other Charges & Svcs. Commodities Other Operating Expenses Total Operating Expenditures CATEGORY SUMMARY % of 1996/97 Budget $2,864,646 31.2% 2,292,500 25.0% 910,480 9.9% 171,215 1.9% 116,800 1.3% $6,355,641 69.3% Capital Outlay 2,815,300 30.7% Total Expenditures $9,170,941 100.0% Personal Services Personal Services expenditures, for all employees, have been budgeted to reflect a 3% cost of living adjustment and the institution of a performance/bonus program that averages to 3% per employee. The performance/bonus program will be based on a formal evaluation of each employee and will reward accomplishments and performance rather than tenure. The total number of employees in the General Fund is 84, compared to the startup figure of 23 budgeted in the 1995/96 fiscal year. The per capita number of employees is significantly lower than adjacent municipalities. This is due to the City's emphasis on privatizing major functions of City services for greater productivity. Position additions are as follows:. 1. Public Safety Department - the budget includes the necessary positions to establish a highly visible and quality community oriented police department that will enhance the community's security. A total of 53 positions are included. Of that number, 40 will be sworn officers. The department will provide a full range of services including criminal investigations, preventive patrol, bike patrol, crime prevention, traffic enforcement and dispatch functions. The department will be phased in beginning in April 1997. Until that time the City will continue to utilize the services of the Metro Dade Police Department. 2. Community Development Department - Added 5 new positions (Chief Building Official, Permit Clerk; Clerk Typist, Executive Assistant and Planner) to establish a full service department. Code Enforcement and issuance of occupational licenses will begin in October 1996. Building inspections, issuance of permits and plan review will be phased in over the first 3 to 4 months of the fiscal year. 3. Community Services Department Added 3 new positions. Maintenance Superintendent, Cultural/Recreation Superintendent and a part-time maintenance VII worker were included to provide maintenance, transportation and recreation services on a quality basis. 4. Finance Support Services Department - Added Purchasing Technician position and Information Systems Technician to respond to internal support service functions. These positions are vital to the information management needs of the organization and purchasing and contractual oversight functions of the City. Contractual Services The expenditures for contractual services is budgeted at $2,292,500 or 25% of the General Fund budget. This can be attributed to the City's intention to contract with the private sector for most maintenance services for greater productivity. In addition, $1,296,000 was budgeted to contract with the Metro Dade Police Department for six months of police services until the City phases ill its own department. Other Charges and Services Expenditures for other charges and services are budgeted at $910,480 which represents 9.9% of the total budget. These expenditures are associated with fixed costs and utilities. Commodities Expenditures for commodities are budgeted at $171,215 which represents 1.9% of the total budget. Other Operating Expenses Total costs associated with other operating expenses are budgeted at $116,800 which represents 1.3% of the total budget. Capital Outlay A great deal of effort was made to fund long neglected capital projects in the City such as beautification and landscape projects, safety concerns along bike/walkway paths, and improvements to the City's infrastructure. A five year Capital Improvement Program to address the City's infrastructure on a long term basis will be prepared by May of 1997. A total of $2,815,300 has been budgeted in the General Fund for Capital Outlay. Major emphasis was placed on road resurfacing, sidewalk construction, drainage improvements, equipment and vehicle purchase. Major capital outlay items, that are recommended in the General fund, are as follows: · Beautification projects $270,000 · Walkways/Sidewalks 85,000 · Safety improvements 85,000 · Bus shelters/benches 85,000 · Road resurfacing ' 50,000 · Drainage improvements 75,000 · Lighting improvements 50,r)00 VIII · Equipment 190,500 · Computer Equipment 480,500 · Vehicles 591,000 SUMMARY OF EXPENDITURES BY DEPARTMENT GENERAL FUND %of 1996/97 Budget GENERAL GOVERNMENT City Council Office of the City Manager Finance Support Services Legal City Clerk Total Gen. Gov~ $ 73,489 304,693 418,071 154,500 110,233 $1,060,986 0.8% 3.3% 4.6% 1.7% 1.2% 1.6% PUBLIC SAFETY Police Comm. Development Total Public Safety $3,115,574 560,930 $3,676,504 34.0% 6.1% 40.1% COMMUNITY SERVICES Total Community Services $1,078,152 11.8% OTHER NON-DEPARTMENTAL Non-Departmental Capital Outlay Total other Non-Dept. $540,000 2.815,300 $3,355,300 5.9% 30.7% 36.6% TOTAL $9,170,942 100.0% Community Development 6.1% Public Safety 34.0% city Clerk 1.2% 1.7% Finance Support Ser~lc 4.6% f Manager' Office 3.3% I Council 0.8% Community;Services 1t.8% Non Departmental 5.9% Capital Outlay 30.7% IX Police Education Fund 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 $1,000 is anticipated in revenue for 1996/97. The amount budgeted for expenditures will be used for various state approved training programs throughout the year. Street Maintenance Fund This fund was established to account for restricted revenues and expenditures which by State Statute are designated for street maintenance and construction costs. Expenditures will be accounted for in the General Fund by designating specific expenditure accounts in the Community Service Department associated with street Maintenance, road-right-of way maintenance activities and the Capital Improvement Program. Transfers to the General Fund will be made once a month to reimburse the fund for actual expenditures made from the designated expenditure accounts. This fund was created to accept restricted State Revenue sharing funds and gas tax proceeds. Due to the uncertainly of the City's eligibility for these sources, the amount was budgeted at zero revenues. Debt Service Fund This fund was established to account for electric utility revenues and debt service payment expenditures associated with the proposed financing for the purchase of properties to be utilized for public parks, cultural center and the permanent Government Center and Police Station. The estimated amount to be financed is $11,000,000. This will allow for the purchase of approximately $10,000,000 of land. Capital Construction Fund This fund was established to account for bond proceeds and expenditures associated with the purchase of properties to be utilized for public parks, cultural center and the permanent Government Center and Police Station. The purchase of property shall be based on a priority list established by the City Council. Summary I am excited and pleased to submit the detailed budget contained herein, for Fiscal Year 1996/97. Overall, the proposed budget establishes the framework for quality level of services required by the City residents within available resources and at the same time, accomplishes the stated pre-established priorities proposed by the City Council. The budget contains a very ambitious plan and set of priorities. As previously stated, X the accomplishments of the goals will require the support and dedication of the City Council, City Administration, City employees and residents working together as a team. Some of the major points emphasized, in the proposed budget, are as follows: 1. Provides startup funding to establish full service Police Department with 53 employees and all necessary equipment to be phased beginning in April 1997. 2. Establishes full service Community Development Department which will provide services as follows: Code enforcement Occupational licenses · Staff support to Planning & Zoning Board · Plan review and planning function · Building Inspections and permitting October 1,1996 October 1,1996 October 1,1996 January 1, 1997 January 1, 1997 3. No tax increase. Adopts current County UMSA millage rate of 2.2270 4. Provides for contracting most maintenance functions to the private sector. 5. Includes funding for debt service costs to finance $10,000,000 to purchase parcels of land to be utilized for public parks, cultural center and the permanent Government Center and Police Station. 6. Funding has been budgeted to purchase state of the art computer equipment for both police and governmental operations. 7. Special Events such as July 4th, Founders Day and Arbor Day as well as cultural programs and recreational activities are included. 8. Provides for $2,815,300 worth of capital improvements. The City's infrastructure needs are addressed through a broad mix of Capital Improvement Projects which will enhance the City's quality of life and the attractiveness of the City. 9. Includes over $575,000 for beautification and community enhancement projects including landscaping, lighting improvements, street signs, bus benches/shelters and to address safety concerns. 10. Professional engineering services on a contractual basis has been included to address the private road situations and other traffic related issues facing the city. 11. Includes funding for leasing space to establish a Police Station that is reflective of the community and its image. XI 12. Includes funding to develop a Citywide shuttle bus service. The preparation and formulation of this document could not have been accomplished without the assistance and dedicated efforts of all Department Directors, the Director of Finance Support Services and secretarial personnel. All questions, relating to the budget, should be referred to my attention. A Council meeting will be held on August 13, 1996, to review, in detail, the proposed budget document. Respectfully submitted, Eric M. S~ro City Manager EMS/ne XII ALL TAXING AUTHORITIES WHO LEVY AD VALOREM TAXES WITHIN THE CORPORATE LIMITS OF THE CITY OF AVENTURA 1995/96 AND 1996/97 FISCAL YEARS 1995/96 FISCAL YEAR 1996/97 FISCAL YEAR (2) TAXING AUTHORITY MILLAGE PERCENT MILLAGE PERCENT RATE (1) OF TOTAL RATE (1) OF TOTAL DADE DISTRICT SCHOOL BOARD OPERATING DEBT SERVICE 9.3730 39.37% 9.3560 39.59% 1.0160 4.27% 1.0100 4.27% TOTAL DADE DISTRICT SCHOOL BOARD L 10.3890 43.64% 10.3660 43.87%J METRO DADE COUNTY COMMISSION COUNTY WIDE OPERATING DEBT SERVICE LIBRARY FIRE RESCUE OPERATING FIRE RESCUE DEBT SERVICE TOTAL METRO DADE COUNTY 6.8280 28.68% 6.4690 27.38% 0.7890 3.31% 0.7740 3.28% 0.3290 1.38% 0.3390 1.43% 2.5180 10.58% 2.6870 11.37% 0.0400 0.17% 0.0580 0.25% MUNICIPAL SERVICES METRO~ MUNICIPAJ. SERVICES 10.5040 0.4412 10.3270 43.70o/01 FLA INLAND NAVIGATION DISTRICT (FIND) SO. FLA WATER MANAGEMENT DISTRICT EVERGLADES PROJECT 0.0,00 0.17% 0.0380 0.16%] 0., 70 2.30% 0.5720 2.42%] 0.1000 0.420/00.1000 0.420/0] TOTAL ALL TAXING AUTHORITIES 23.8070 100.00% 23.6300 100.00%I NOTES: (1) MILLAGE RATE IS THE RATE PER $1,000 OF TAXABLE VALUE. (2) THE RATES FOR 1996/97 ARE THE PROPOSED RATES WHICH WERE CERTIFIED TO THE PROPERTY APPRAISER IN AUGUST 1996 BY EACH TAXING AUTHORITY. THE ACTUAL PROPOSED MILLAGE RATE FOR THE METRO DADE MUNICIPAL SERVICES TAXING UNIT (UMSA) FOR 1996/97 IS 2.2770. XlII Where Your Tax Dollars Goes City of Aventura 9.4% School Board 43.9% So. Florida WaterMana 2.4% Inland Navigation Dlst Everglades Project 0.4% Metro Dade 43.7% XIV Organization Chart CITY OF AVENTURA ICity Attorney Legal Services City Council Ii I City Manager ~ Administration Minutes Budget PIeparation Records Retention Custome!Service ~ ClericaISupport Public Safety 'i Department Police Patrol Community Relations Criminal investigations Traffic Enforcement Emergency Preparedness Fire/Rescue Community Development Department Planning Zoning Building Inspections Code Enforcement Economic Development Occupational Licenses Finance/Support Services Department Finance/Accounting Purchasing Risk Management Information Management Personnel Community Services t Department Community Facilities Parks/Beautification ROW/Median Maint. Public Works Mass Transit Special Events Recreation/Cultural XV ORDINANCENO. AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ADOPTING THE ATTACHED TENTATIVE OPERATING AND CAPITAL BUDGET, AS REVIEWED AND APPROVED BY CITY COUNCIL AT THE REVIEW MEETING HELD ON AUGUST 13, 1996, AS THE CITY OF AVENTURA FINAL BUDGET FOR THE 1996-97 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 ENCUMBRANCES; PROVIDING FOR SEVERABILITY AND PROVIDING FOR AN EFFECTIVE DATE. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF AVENTURA, FLORIDA, AS FOLLOWS: Section'l. The tentative 1996/97 Operating and Capital Improvement Program Budget, reviewed and approved by the City Council on August 13, 1996, a copy of said budget being attached hereto and made a part hereof as specificially as if set forth at length hereat, be and the same is hereby established and adopted as the City of Aventura's final budget for the 1996/97 fiscal year. The tentative budget adopted hereby may be amended or adjusted by a motion approved by a majority vote of the City Council at the public hearings in accordance with State Statutes. Section 2. Expenditure of Funds Appropriated in the Bud.qet Authorized. Funds appropriated in the Budget may be expended by and with the approval of the City Manager in accordance with the provisions of the City Charter and applicable law. Funds of the City shall be expended in accordance with the appropriations provided in the Budget adopted by this Ordinance and shall constitute an appropriation of the amounts specified therein. Supplemental appropriations or the reduction of appropriations, if any, shall be made in accordance with Section 4.07 of the City Charter. Section 3. Budgetary Control. The 1996/97 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. 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 Personnel Policies. Section $. 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 ihtegrity 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 2 based upon generally accepted accounting principles and where appropriate, placed into separate and individual trust and/or escrow accounts from which any money drawn may only be disbursed and applied within the limitations placed upon the Gift or Grant as aforesaid. Section 6. Amendments. Upon the passage and adoption of the 1996/97 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. All outstanding encumbrances at September 30, 1996 shall lapse at that time; and all lapsed capital outlay encumbrances shall be reappropriated in the 1996/1997 fiscal year. Section 8. Severability. The provisions of this Ordinance are declared to be severable and if any section, sentence, clause or phrase of this Ordinance shall for any reason be held to be invalid or unconstitutional, such decision shall not affect the validity of the remaining sections, sentences, clauses, and phrases of this Ordinance but they shall remain in effect, it being the legislative intent that this Ordinance shall stand notwithstanding the invalidity of any part. Section 9. Effective Date. This Ordinance shall be effective immediately upon adoption on second reading. 3 The foregoing Ordinance was offered by Councilmember , who moved its adoption on first reading. This motion was seconded by Councilmember , and upon being put to a vote, the vote was as follows: Councilmember Arthur Berger Councilmember Jay R. Beskin Councilmember Ken Cohen Councilmember Harry Holzberg Councilmember Jeffrey Perlow Vice Mayor Patricia Rogers-Libert Mayor Arthur I. Snyder The foregoing Ordinance was offered by Councilmember , who moved its adoption on second reading. This motion was seconded by Councilmember and upon being put to a vote, the vote was as follows: Councilmember Arthur Berger Councilmember Jay R. Beskin Councilmember Ken Cohen Councilmember Harry Holzberg Councilmember Jeffrey Perlow Vice Mayor Patricia Rogers-Libert Mayor Arthur I. Snyder PASSED AND ADOPTED on first reading this __ day of September, 1996. PASSED AND ADOPTED on second reading this day of September, 1996. AFrEST: ARTHURI. SNYDER, MAYOR -~ ERESA M. SMITH, CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY A'I-rORNEY 4 SUMMARY OF ALL FUNDS GENERAL FUND CITY OF AVENTURA SUMMARY OF ALL FUNDS 1996197 OPERATING & CAPITAL OUTLAY 01 11 12 3O 32 General Fund Police Education Fund Street Maintenance Fund Debt Service Fund Capital Construction Fund TOTAL REVENUES DEPARTMENT Operating Expenditures: City Council Office of the City Manager Finance Support Services Legal City Clerk Public Safety Community Development Community Services Non - Departmental REVENUE PROJECTIONS 1995/96 1996/97 APPROVED CITY MANAGER BUDGET PROPOSAL 1,300,000 $ 9,17o,941 0 1,000 0 0 0 1,004,000 0 10,000,000 1 996/97 CITY COUNCIL APPROVAL $ 9,170,941 1,000 0 1,004,000 10,000,000 199~96 APPROVED BUDGET EXPENDITURES 1996197 CITY MANAGER PROPOSAL 1996197 CITY COUNCIL APPROVAL 31,412 93,630 100,091 89,399 26,578 56,798 56,905 217,858 135,500 73,489 304,693 418,071 154,500 110,233 3,116,574 560,930 1,078,152 540,000 73,489 304,693 418,071 154,500 110,233 3,116,574 560,930 %078,152 540,000 Capital Outlay: City Council Office of the City Manager Finance Support Services Legal 17,500 19,000 24,000 0 1,000 3,500 266,000 0 1,000 3,500 266,000 0 Page 1 City Clerk Public Safety Community Development Community Services Non - Departmental 6,000 20,000 20,000 32,000 866,000 866,000 29,000 66,500 66,500 116,500 739,000 739,000 247,830 10,853,300 10,853,300 Non - Departmental: Debt Service o l,oo4,ooo %oo4,ooo Page 2 CITY OF AVENTURA SUMMARY OF ALL FUNDS 1996~97 OPERATING & CAPITAL OUTLAY OBJECT CODE 1000/2999 3000/3999 4000/4999 5000/5399 540O/5999 CATEGORY Personal Services Contractual Services Other ChargeslSvcs Commodities Other Operating Expenses 1995/96 APPROVED BUDGET 272,279 247,399 241,944 12,900 33,650 1996/97 CITY MANAGER PROPOSAL 2,864,646 2,292,500 910,480 171,215 117,800 1996197 CITY COUNCIL APPROVAL 2,864,646 2,292,500 910,480 171,215 117,800 6000/6999 7000/7999 Capital Outlay Debt Service 491,830 0 12,815,300 1,004,000 12,815,300 1,004,000 COMPARATIVE PERSONNEL SUMMARY 1995/96 t 996~97 City Council 7 7 Office of the City Manager 4 4 Finance Support Services 4 6 Legal 0 0 City Clerk 1 1 Public Safety 2 53 Community Development 3 8 Community Services 2 5 Page 3 CITY OF AVENTURA GENERAL FUND - 01 SUMMARY OF BUDGET 1995/97 OPERATING & CAPITAL OUTLAY FUND DESCRIPTION The Genera~ Fund is uSed to accou~t for reSources and expenditures that a~e available forI I the general operations of city government functions REVENUE PROJECTIONS 1995/96 1996/97 1995/97 APPROVED CITY MANAGER CITY COUNCIL BUDGET PROPOSAL APPROVAL Current Revenues $ 1,300,000 $ 8,870,941 $ 8,870,941 Transfem 0 0 0 Carryover 0 300,000 300,000 TOTAL REVENUES DEPARTMENT Operating Expenditures: City Council Office of the City Manager Finance Support Services Legal City Clerk Public Safety Community Development Community Services Non - Departmental EXPENDITURES 1995/96 1996~7 1996/97 APPROVED CITY MANAGER CITY COUNCIL BUDGET PROPOSAL APPROVAL 31,412 $ 73,489 $ 73,489 93,630 304,693 304,693 100,091 418,071 418,071 89,399 154,500 154,500 26,578 110,233 110,233 56,798 3,115,574 3,115,574 56,905 560,930 560,930 217,858 %078,162 1,078,152 135,500 540,000 540,000 Capital Outlay: City Council 17,500 1,000 1,000 Page 4 Office of the City Manager Finance Support Services Legal City Clerk Public Safety Community Development Community Services Non - Departmental 19,000 3,500 3,500 24,000 266,000 266,000 0 0 0 6,000 20,000 20,000 32,000 866,000 866,000 29,000 66,500 66,500 116,500 739,000 739,000 247,830 853,300 853,300 Page 5 CITY OF AVENTURA GENERAL FUND - 01 CATEGORY SUMMARY 1996~97 REVENUE PROJECTIONS 199~96 1996/97 1996197 OBJECT APPROVED CITY MANAGER CITY COUNCIL CODE CATEGORY BUDGET PROPOSAL APPROVAL 3100oo/319999 Locally Levied Taxes 1,300,000 8,302,545 8,302,545 320oo01329999 Licenses & Permits 0 355,000 355,000 330000/339999 Intergovernmental Rev. 0 77,396 77,396 340000/349999 Charges for Services 0 25,000 25,000 3500ool359999 Fines & Forfeitures 0 36,000 36,000 360000/369999 Misc. Revenues 0 75,000 75,000 380000/389999 Transfer from Funds 0 0 0 3~99OO/399999 Fund Balance 0 300,000 300,000 EXPENDITURES 1995/96 1996/97 1996197 OBJECT APPROVED CITY MANAGER CiTY COUNCIL CODE CATEGORY BUDGET PROPOSAL APPROVAL 1000/2999 Pemonal Services 272,279 2,864,646 2,864,646 3000/3999 Contractual Services 247,399 2,292,500 2,292,500 4000/4999 Other C harges/Svcs 241,944 910,480 910,480 OOOO/53OO Commodities 12,900 171,215 171,215 5400/5999 Other Operating Expenses 33,650 116,800 116,800 6OO0/6999 Capital Outlay 491,830 2,815,300 2,815,300 Page 6 REVENUE ESTIMATES CITY OF AVENTURA GENERAL FUND - 01 REVENUE PROJECTIONS 1996/97 REVENUE CODE NO. 311100 311200 311300 313100 313200 3134OO 313500 313710 313800 314100 314220 314300 314400 321100 322100 322300 329100 331245 334795 335110 335120 335150 335180 335492 338200 ACCOUNT Loc,~llv Levied Texas f-9 Ad Valorem Taxas-Current Ad Valorem Texas-Delinquent Interim Servicas Fee Franchise Fas-Electric Franchise Fas-Telephone Franchise Fee-Gas Franchise Fee-CATV Franchise Fee-Sanitation Franchise Fee-Towing Utility Tax-Electric Utility Tax-Telecommunications Utility Tax-Water Utility Tax-Gas SUBTOTAL Licenses & Permits 2-9 City Occupational Licenses Building Permits Sign Inspections Engineering Permits SUBTOTAL Interaovernmental Revenuas 3-9 Federal Grants State Grants Cigarette Tax State Revenue Sharing Alcoholic Beverage License Half Cent Salas Tax Fuel Tax Refund County Occupational Licansas SUBTOTAL 1995/96 APPROVED BUDGET t 996197 CITY MANAGER PROPOSAL 1996197 CITY COUNCIL APPROVAL 0 $ 0 0 0 0 0 0 0 0 885,000 310,000 100,000 5,000 5,511,545 $ 5,511,545 1,000 1,000 0 0 0 0 65,000 65,000 30,000 30,000 65,000 65,000 150,000 150,000 0 0 1,200,000 1,200,000 900,000 900,000 350,000 350,000 30,000 30,000 250,000 250,000 100,000 100,000 0 0 5,000 5,000 7,396 7,396 0 0 0 0 0 0 10,000 10,000 0 0 0 0 60,000 60,000 Page 7 341200 341900 342130 349000 351100 354OOO 361100 364420 369900 399900 381105 Charaes For Services 4-9 Development Review Fees Election Filing Fees Alarm Permit Fees Other Charges For Service SUBTOTAL Fines & Forfeitures 5-9 County Court Fines Code Violation Fines SUBTOTAL Misc. Revenues 6-9 In~restEamings Insurance Recoveries Misc. Revenues SUBTOTAL Non-Revenue 5-9 Carryover TranMera From Street Maint. Fund SUBTOTAL Total Available General Fund 0 25,000 25,000 0 0 0 0 0 0 0 0 0 35,000 35,000 1,000 1,000 75,000 75,000 0 0 0 0 300,000 300,000 0 0 Page 8 REVENUE PROJECTION RATIONALE LOCALLY LEVIED TAXES 311100 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 Appraisal Department. The amount is then budgeted at 95% of it 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 Appraisal Department is $2,605,130,999. The 1995/96 fiscal year Unincorporated Municipal Services Area (UMSA) millage is 2.2270. The 1996/97 budget includes no tax increase and adopts the same UMSA rate as adopted by the County for ?he 1995/96 fiscal year. 311200 Ad Valorem Taxes Delinquent - This revenue source is derived by those taxpayers who do not pay their taxes by March 31 of any given year. On average the total revenue received in this category is minimal when compared to the total ad valorem taxes collected. 313200 Franchise Fee-Telephone - A city may charge telephone companies for the use of its rights-of-way per Florida Statues 166.021 and 337.401. The fees cannot exceed 1% of gross revenues. The amount projected is based on estimates from comparisons of other cities. 31340O Franchise Fee-Gas - A city may charge gas companies for the use of its rights- of -way per Florida Statues 166.021 and 337.401. It is standard practice to enact a 6% fee on gross revenues. The amount projected is based on estimates from comparisons of other cities. 313500 Franchise Fee-CATV - Pursuant to federal law local governments may charge cable companies for the use of its rights-of-way. Such fees from all local governments cannot exceed 5% of gross revenues. The county advises that they charge 5% in unincorporated areas and 2% in incorporated areas; cities are free to charge 3% of gross revenues. The amount projected is based on estimates from comparisons of other cities. 313710 Franchise Fee-Sanitation - It is recommended that the City pursue the issuing of solid waste franchises to the private sector for all areas of the City. In addition a fee of 10% to 13% should be adopted for the private companies to utilize the City's rights-of -way. The amount projected is based on estimates from comparisons of other cities and is for only 6 months. Page 9 314100 Utility Tax-Electric - Section 166.231(1) (A), Florida Statues, authorizes a City to collect Public Service or Utility Taxes. 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 figures obtained from the utility companies and 1995/96 receipts. 314220 Utility Tax-Telecommunications - Section 166.231(1) (A), Florida Statues, authorizes a City to collect Public Service or Utility Taxes. Dade County previously established by Ordinance utility taxes for unincorporated areas in the amount of 7% on telecommunications purchases which originate and terminate in the State of Florida. The City enacted Ordinance 96-03 which mirrored the County's utility tax levies. The projection is based on figures obtained frcm the utility companies and 1995/96 receipts. 314300 Utility Tax-Water - Section 166.231(1) (A), Florida Statues, authorizes a City to collect Public Service or Utility Taxes. 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 figures obtained from the utility companies and 1995/96 receipts. 314400 Utility Tax-Gas - Section 166.231(1) (A), Florida Statues, authorizes a City to collect Public Service or Utility Taxes. 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 figures obtained from the utility companies and 1995/96 receipts. LICENSES AND PERMITS 321100 City Occupational Licenses -Pursuant to Chapter 205, Florida Statues, the City has adopted an ordinance imposing an occupational license tax for the privilege of engaging in or managing any business, profession or occupation within the City. The amount budgeted is estimated based on information from the County. 322100 Building Permits - Once the City's Community Development Department is in position to conduct building inspections, permits will be required for any individual or business who conducts construction within the City. The fees will be set by City ordinance and Section 2-18 of the Dade County Building Code. Page 10 329100 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. This responsibility will be assumed by the City by December. The amount budgeted is estimated based on information from the County. INTERGOVERNMENTAL REVENUES 335150 Alcoholic Beverage License -Various alcoholic beverage license taxes are levied on manufacturers, distributors, vendors, and sales agents of alcoholic beverage 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. 338200 County Occupational Licenses - All businesses in the City must have an occupational license from the county in addition to the City to operate a business within the corporate limits of the county. A potion of the county's revenues are remitted to the City. CHARGES FOR SERVICES 341200 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. FINES & FORFEITURES 351100 County Court Fines -The City will receive a portion of the revenues resulting from traffic enforcement activities. The trend for this revenue is uncertain. 354000 Code Violation Fines - Revenues in this category are generated when the owner of property within the corporate limits of the City violates a City code. MISC. REVENUES 361100 Interest Earninqs -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 pooled dollars available for investment. Page 11 FUND BALANCE 399900 Carryover -This amount !s 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 excess of revenues over expenditures represents the carryover amount. Page 12 CITY COUNCIL CITY OF AVENTURA CITY COUNCIL 1996/97 DEPARTMENT DESCRIPTION The City Council is the community's legislative body which acts as the decision making entity that establishes policies and ordinances to meet the needs of the community on a proactive basis. The City Council 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. 1995/96 1996197 1996~97 OBJECT APPROVED CITY MANAGER CITY COUNCIL CODE NO. CATEGORY RECAP BUDGET PROPOSAL APPROVAL 100012999 Personal Services $ 11,662 $ 27,989 $ 27,989 300013999 Contractual Services 400014999 Other Charges & Services 12,250 24,500 24,500 500015399 Commodities l,S00 3,500 3,500 540015499 Other Operating Expenses 6,000 t7,500 17,500 PERSONNEL ALLOCATION SUMMARY Position No Position Title 1995/96 1996197 0101 Mayor 0102 Council member 0103 Council member 0t04 Council member 0t05 Council member 0106 Council member 0107 Council member I 1 I 1 I 1 I 1 I 1 I 1 t I Total 7 7 Page 13 CITY OF AVENTURA CITY COUNCIL 1996197 BUDGETARY ACCOUNT SUMMARY 01-01-51 t OBJECT CODE NO. ACCOUNT DESCRIPTION 1995/96 1996/97 1996/97 APPROVED CITY MANAGER CITY COUNCIL BUDGET PROPOSAL APPROVAL PERSONAL SERVICES t-10-1200 Council Salaries 10,833 26,000 26,000 1.t0-2t00 FICA 829 1,989 1,989 OTHER CHARGE~ ~, SERVICES 3-40-4030 Legislative Expenses 12,250 24,500 24,500 3-40-4100 Communication Services 0 0 0 COMMODITIES 3-50-5100 Office Supplies 3-50-5290 Other Operating Supplies 1,000 1,500 1,500 500 2,000 2,000 3-54-5410 3-54-5420 OTHER OPERATING EXPENSES Subscriptions & Memberships 4,000 5,5~0 5,500 Conferences & Seminam 2,000 12,000 12,000 Page 14 4030 5410 5420 CITY COUNCIL BUDGET JUSTIFICATIONS Le.qislative Expense - This account represents the $3,500 established per Councilmember to offset expenses incurred in the per[ormance of their official duties. Subscriptions & Memberships - The following memberships are included for funding: Florida League of Cities Dade County League of Cities Conferences & Seminars - Funding for this purpose is essential in order to keep informed of changing and new developments in local government Florida League of Cities National League of Cities Miscellaneous Seminars Page 15 OFFICE OF THE CITY MANAGER CITY OF AVENTURA OFFICE OF THE CITY MANAGER 1996~97 DEPARTMENT DESCRIPTION ~Develop 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 ensures the proper implementation of policies and ordinances adopted by the City Council. Provides recommendations and solutions to community concerns. Establishes customer service focus process to respond to citizen requests. OBJECT CODE NO. CATEGORY RECAP 1995/96 1996/97 1996197 APPROVED CITY MANAGER CITY COUNCIL BUDGET PROPOSAL APPROVAL 100012999 Personal Services 81,t70 261,443 261,443 300013999 Contractual Services 400014999 Other Charges & Services 8,160 37,600 37,600 500015399 Commodities 1,500 1,750 1,750 540015499 Other Operating Expenses 2,800 3,900 3,900 PERSONNEL ALLOCATION SUMMARY Position No Position Title 1995196 1996197 0501 City Manager 0502 Secretary to City Manager 0503 Customer Service Assistant 0504 ReceptionistJlnformation Clerk Total 4 4 Page 16 Office of the City Manager Organization Chart City Manager City Manager's Secretary ReceptionistJ Information Clerk Page 17 CITY OF AVENTURA OFFICE OF THE CITY MANAGER 1996/97 OBJECTIVES 1. Provide completed reports ~'nd recommendations one timely basis upon which th~ City Council can make policy decisions. 2. Prepare and submit budget to the City council by July 15th 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. Prepare five year Capital Improvement Program document and submit to the City Council by May 1997. 7. Effectively administer the budget priorities and goals established by the City Council. 8. Form City Manager's Citywide Security Council comprised of private security companies to interact with Police Department. 9. Acquire sites to construct public facilities and provide open space areas & parks. 10. Provide recommendation on Citywide shuttle bus service. 11. Issue newsletters and annual report to the public. 12. Supervise capital budget projects and the implementation of new services. INDICATORS 1. Number of reports and agenda backup items prepared. 2. Budget submitted by July 15, 1997. 3. Develop of tracking system and citizen feedback. 4. Number of community meetings attended. 5. Five year Capital Improvement Program submitted by May 1997. 6. Quarterly Progress reports. 7. Establishment of Citywide Security Council. 8. Acquisition of sites and development of funding plan. 9. Completion of Citywide shuffle bus service recommendation report. 10. Number of newsletters and reports issued to the public. 11. Quarterly Progress reports. Page 18 CITY OF AVENTURA OFFICE OF THE CITY MANAGER 1995/97 BUDGETARY ACCOUNT SUMMARY 01-05-512 OBJECT CODE NO. ACCOUNT DESCRIPTION 1995/96 APPROVED BUDGET 1996/97 CITY MANAGER PROPOSAL 1995/97 CITY COUNCIL APPROVAL PERSONAL SERVICES 1-10-1200 Employee Salaries 1-10-2100 FICA 1-10-2200 Pension 1-10-2300 Health, Life & Disability 1-10-2400 Worker's Compensation 58,369 $ 200,712 $ 200,712 4,037 9,149 9,149 9104 30,716 30,716 9,246 19,441 19,441 4t4 1,425 t,425 3-4O-4O00 3-40-4040 3-40-4041 3-40-4100 3-40-4700 OTHER CHARGES & SERVICES Travel & Per Diem 400 1,300 1,300 Administrative Expenses 200 600 600 Car Allowance 2,000 6,000 6,000 Communication Services 560 1,700 1,700 Printing~Newsletter 5,000 28,000 28,000 3-50-5100 3-50-5120 COMMODITIES Office Supplies Computer Operating Supplies 750 1,000 1,000 750 750 750 3-54-5410 3-54-5420 3-54-5500 3-54-5900 OTHER OPERATING EXPENSES Subscriptions & Memberships Conferences & Seminars City Seel~Logo Contest Contingency 800 2,000 2,000 800 1,700 1,700 1,000 0 0 200 200 200 Page 19 4700 5410 5420 OFFICE OF THE CITY MANAGER BUDGET JUSTIFICATIONS Printing/Newsletter - Represents the cost of printing various documents, informational newsletters and annual report to the residents. Subscriptions & Memberships This line item is used memberships with professional organizations and subscriptions. Florida City & County Manager's Association International City Management Association American Planning Association Government Finance Officers Association American Society of Public Administration Miscellaneous subscriptions to fund Conferences & Seminars - Funding for this purpose is essential in order to keep informed of changing and new developments in the field of City Management and local government. Florida City & County Manager's Association International City Management Association Florida League of Cities National League of Cities Miscellaneous Management Seminars Page 20 FINANCE SUPPORT SERVICES CITY OF AVENTURA FINANCE SUPPORT SERVICES 1996197 DEPARTMENT DESCRIPTION TO provi~ overa' f~nanci~i an~ SuppOrt Se~ices t~ the ~,'gani~ion Whic~ accounting, cash management, purchasing, risk management, information management,~ ;financial planning, budgetary control and personnel functions. 1995/96 1996/97 1996/97 OBJECT APPROVED CITY MANAGER CITY COUNCIL CODE NO. CATEGORY RECAP BUDGET PROPOSAL APPROVAL 1000/2999 Personal Services 71,558 321,571 321,571 3000~3999 Contractual Services 20,000 54,000 54,000 400014999 Other Charges & Services 5,567 28,600 28,600 500015399 Commodities 1,167 9,000 9,000 540015499 Other Operating Expenses 1,80o 4,900 4,900 PERSONNEL ALLOCATION SUMMARY Position No, Position Title 1995/96 1996197 1001 Finance Support Services Dir. I 1 1002 Executive Assistant 1 1 1003 Accou ntant/Bookkeeper I 1 1004 Personnel Technician I t 1005 Purchasing Technician 0 1 1006 Information System Tech. o I Total 4 6 Page 21 Finance Suppod Services Department Organization Chart Finance Support Sewices ~ec~ve A~is~nt Accounting Purchasing Human Resources Information Management Purchasing Telhnician Personnel Technician information System Technician Page 22 CITY OF AVENTURA FINANCE SUPPORT SERVICES 1996~97 OBJECTIVES ,1. Maintain investment Practice~at 100% of idle funds. i2. Issuance of Comprehensive Annual Financial Report by January 31 of each year. =3. Obtain GFOA Certificate of Achievement. 4. Prepare Purchasing Manual. 5. Establish computer network for PCs to allow for effective sharing of common files schedules and E-mail. 6. Establish automated purchase requisition/purchase order process to allow data entr by departments. 7. Prepare and process all approved invoices within nine working days. 8. Establish effective personnel system to allow for timely recruitment and hiring employees. 9. Select and implement a central computer system that serves the information management needs of all departments. 10. Assist Police Department in the selection and implementation of computer hardware and software to serve public safety needs. 11. Process bi-weekly payroll and associated reports. 12. Prepare necessary budgetary reports on a monthly basis. 13. Maintain insurance coverage at appropriate levels. ,14. Implement revenue sources to fund required services. INDICATORS ~ ~u~ber of investments and interest earnings. 2. Comprehensive Annual Financial Report issued by January 31. 3. GFOA Certificate of Achievement obtained. 4. Purchasing Manual prepared and distributed to departments.. 5. Computer network established. 6. Automated purchase requisition/purchase order process established. 7. Monthly reports. Personnel system established. 9. Central computer system purchased and implemented. 10. Quarterly reports. 11. Budgetary reports issued on a monthly basis. 12. Annual review of insurance coverages, 13. Number and type of revenue sources implemented. Page 23 FINANCE SUPPORT SERVICES 1996/97 BUDGETARY ACCOUNT SUMMARY 01-10-913 OBJECT CODE NO. ACCOUNT DESCRIPTION 199~96 APPROVED BUDGET PERSONAL SERVICES 1-10-1200 Employes Salaries 1-10-1400 Overtime 1-10-2100 FiCA 1-10-2200 Pension 1-10-2300 Health, Life & Disability 1.1 0-2A00 Worker's Compensation 1-10-2500 Unemployment t 996/97 CITY MANAGER PROPOSAL 1996197 CITY COUNCIL APPROVAL 50,333 241,295 241,295 100 500 500 3,851 t 8,459 18,459 6,040 28,955 28,955 10,877 28,148 28,148 357 1,713 1,713 0 2,500 2,500 3-30-3200 3-30-3131 3-30-3125 3-30-3130 3-30-3t40 3-30-3180 Contractual Services Prof. Services - Auditor Payroll Services Financial Advisor Computer Programmer Background-New Em ploy~s Medical Exams-New Employeas 9,000 16,000 16,000 3,000 6,000 6,000 5,000 5,000 5,000 2,000 10,000 10,000 300 1,000 1,000 700 16,000 16,000 3-40-400O 3-40-404t 3-40-4700 ? .40-4910 (~THER CHARGES & SERVICE~ Travel & Per Diem 400 6,200 6,200 Car Allowance 0 2,400 2,400 Printing & Binding 1,667 5,000 5,000 Advertising 3,500 15,000 15,000 3-50-5100 3-50-5120 3-50-5290 COMMODITIES Office Supplies 333 3,000 3,000 Computer Operating Supplies 500 5,000 5,000 Other Operating Supplies 333 1,000 1,000 Page 24 3-54-5410 3-54-5420 3.54-545O 3-54-5900 OTHER OPERATING EXPENSES Subscriptions & Membemhips 600 1,t00 1,100 Conferences & Seminars 500 2,400 2,400 Training 500 1,200 1,200 Contingency 2~0 200 200 Page 25 3120 3121 3125 3130 3140 3180 5410 5420 FINANCE SUPPORT SERVICES BUDGET JUSTIFICATIONS Professional Services Auditor - Represents the estimated cost of an audit firm performing the City's year end financial audit and review of financial systems. Payroll Services - Represents the estimated cost of contracting with a vendor/service to perform payroll services for 6 month period prior to new computer system becoming fully functional. Financial Advisor -Funds the services of a professional financial advisor to assist the City in developing funding alternatives and long term plans. Computer Pro.qrammer -Cost of outside programmer to assist with installation of mini-computer and coordination of computer network. Back,qround New Employees - Provides funding for new employee background checks. Medical Exams New Employees - Provides funding for drug tests, physicals exams and other required tests for new employees. Subscriptions & Memberships This line item is used memberships with professional organizations and subscriptions. Government Finance Officer Association Florida Government Finance Officer Association Dade/Broward Government Finance Officer Association Florida Institute of CPA's International Personnel Manager Association Florida Personnel Managers Association Florida Government Purchasing Association Miscellaneous subscriptions to fund Conferences & Seminars - Funding for this Furpose is essential in order to keep informed of changing and new developments in the field of local government finance and personnel as follows: National/State Government Finance Officer Association Florida Government Purchasing Association Florida Personnel Managers Association Computer Seminars Page 26 LEGAL CITY OF AVENTURA LEGAL 1996197 DEPARTMENT DESCRIPTION To provide legal support and advice to the City Council, City Manager, DepartmentI Directors and advisory boards, on all legal issues affecting the City. The City obtains~ services on a contractual basis. I OBJECT CODE NO. CATEGORY RECAP 1995/96 1996/97 1996~97 APPROVED CITY MANAGER CITY COUNCIL BUDGET PROPOSAL APPROVAL 100012999 3000~3999 400014999 5000~5399 940015499 Personal Services Contractual Services Other Charges & Services Commodities Other Operating Expenses $ $ $ 87,399 152,500 152,500 2,000 2,800 2,000 Page 27 CITY OF AVENTURA CITY ATTORNEY '1996/97 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 Council, staff and City Boards. 5. Assist the City Manager with the various government startup requirements. INDICATORS ~i poSitive compii~nce Wifl~ aII rUle~ ~nd regUlations. 2. Number of documents prepared. 3. Litigation is avoided or concluded to the City's satisfaction. 4. Number of meetings attended. 5. Quarterly reports. Page 28 OBJECT CODE NO. ACCOUNT DESCRIPTION CITY OF AVENTURA LEGAL 1996197 BUDGETARY ACCOUNT SUMMARY 0t-06-514 1995/96 APPROVED BUDGET 1996/97 CITY MANAGER PROPOSAL 1996/97 CITY COUNCIL APPROVAL 3-30-3120 3-36-3121 3-30-3300 Contractual Services Prof. Services - Legal Charter Commission Court Costs & Fees 70,000 16,399 1,000 150,000 0 2,500 150,000 0 2,500 OTHER OPERATING EXPENSES Contingency 2,000 2,000 Page 29 3120 LEGAL BUDGET JUSTIFICATIONS Professional Services Le.qal Represents the estimated cost of maintaining the contracted City Attorney arrangement with the firm of Weiss Serota and Helfman to perform legal services required by the City Council and City Manager. Page 30 CITY CLERK'S OFFICE CITY OF AVENTURA CITY CLERK'S OFFICE 1996197 DEPARTMENT DESCRIPTION iTo ~ecord and ~aintain~n accurate record of the official actions of the City Council and ,advisory boards and provide clerical support to the City Council. Provide notice of all and maintain the official records of the City. Assist City Manager's required meetings Office with special projects. OBJECT CODE NO. CATEGORY RECAP 1995/~6 1996197 1996197 APPROVED CITY MANAGER CITY COUNCIL BUDGET PROPOSAL APPROVAL t00012999 Personal Services 300013999 Contractual Services 400014999 Other Charges & Services 500015399 Commodities 540015499 Other Operating Expenses $ 15,661 $ 61,733 $ 61,733 9,150 39,000 39,000 1,167 5,500 5,500 600 4,000 4,000 Position No, PERSONNEL ALLOCATION SUMMARY Position Title 1995196 1996197 0801 City Clerk Total Page 31 CITY OF AVENTURA CITY CLERK'S OFFICE 1996~97 OBJECTIVES 11 To maintain accurate minutes of the proceedings of the City Council and advisory i boards. 12. To publish public notices as required by law. 3. To maintain custody of City records and coordinate the storage of said records. 4. To provide clerical support to the City Council members. 5. To administer the publication of the code book, supplements and indexing of City :Council minutes. 6. Conduct municipal elections in accordance with city, county and state laws.. 7. Establish and coordinate the City's records management program in compliance with state laws. 8. Assist in the distribution of agenda items upon receipt from the City Manager. 1. Number of minutes prepared. 2. 3. 4. 5. 6. 7. 8. INDICATORS Public notice requirements are met. Establishment of records retention system. Number of times clerical support provided. Publication of City Code Book. Elections conducted. Establishment of records retention system. Number of agenda packages distributed. Page 32 OBJECT CODE NO. CITY OF AVENTURA CITY CLERK'S OFFICE 1996/97 BUDGETARY ACCOUNT SUMMARY 01-08-519 1996/96 ACCOUNT DESCRIPTION APPROVED BUDGET 1996/97 CITY MANAGER PROPOSAL 1996/97 CITY COUNCIL APPROVAL 1-10-1200 1-10-1400 1-10-2100 1-10-2200 1-10-2300 1-1 0-2400 PERSONAL SERVICES Employee Salariea Overtime FICA Pension Health, Life & Disability Worker's Compensation 11,667 0 893 134 2,885 83 47,363 0 3,623 5,684 4,728 336 47,363 0 3,623 5,684 4,728 336 3-4O-47OO 3-40-4730 3-40-4740 3-40-4750 340-4910 OTHER CHARGES & SERVICES Printing & Binding Microfilm/Records Retention Ordinance Codification Indexing Minutes Legal Advertising 400 500 500 250 7,500 3,000 2,000 3,000 1,000 30,000 3,000 2,000 3,000 1,000 30,000 3-50-5100 3-50-5120 3-50-5290 COMMODITIES Office Supplies Computer Operating Supplies Other Operating Supplies 333 5OO 333 1,500 3,000 1,000 1,500 3,000 1,000 3-54-54t0 3-54-5420 3-54-5450 3-54-5OO0 OTHER OPERATING EXPENSES Subscriptions & Memberships Conferences & Seminars Training Contingency 200 200 200 0 1,500 1,500 1,050 0 1,500 t,500 1,050 0 Page 33 4730 4750 4910 CITY CLERK BUDGET JUSTIFICATIONS Microfilm/Records Retention - Costs associated with line item are for the preparation of records for microfilming, image retention to establish records management program. Ordinance Codification - Costs associated with the official codification of City Ordinances. Advertising - Costs incurred to satisfy legal requirements of state statues and City Code. Page 34 PUBLIC SAFETY CITY OF AVENTURA PUBLIC SAFETY 1995/97 DEPARTMENT DESCRIPTION To establish the framework to develop a quality community oriented police department that iwill enhance the community's security and be responsive to the needs of the residents and businesses. This department will also be responsible for hurricane/emergency I preparedness and acting as a liaison to the Metro Dade Fire Rescue operations. 1995/96 1996/97 1996/97 OBJECT APPROVED CITY MANAGER CITY COUNCIL CODE NO. CATEGORY RECAP BUDGET PROPOSAL APPROVAL 1005/2999 Personal Services $ 23,315 $ 1,573,109 $ 1,573,109 300013999 Contractual Services 25,000 1,321,000 1,321,000 4006/4999 Other Charges & Services 3,250 53.oo0 53,000 500015399 Commodities 1,633 119,965 119,965 5406/5499 Other Operating Expenses 3,600 48,500 48,500 PERSONNEL ALLOCATION SUMMARY Position NO, Position Title 1995/96 1996197 200t Police Chief I 1 2002 Executive Assistant 1 1 2003 Deputy Chief of Police 0 2004-2006 Lieutenants 0 3 2007-2036 Police Officem 0 3o 2037-2042 Police Service Aides 0 6 2043-2046 Detectives 0 4 2047 Com PollCHme Prev Off 0 1 2048 Records Clerk o 1 2049 Administrative Asst. 0 1 2050-2053 Dispatchers o 4 Total 2 53 Page 35 Patrol Public Safety Department Organization Chart Police Chief ~ Criminal Investigations SupportServices 3 Lieutenants 30 Police Officers 6 Police Service Aides 1 Crime Prevention Officer 4 Detectives 1 Records Clerk 1 Administrative Asst.. 4 Dispatchers Page 36 CITY OF AVENTURA PUBLIC SAFETY DEPARTMENT 1996~97 OBJECTIVES 1. Phase in City Police Department beginning in April. 12. Improve visibility of police and institute community policing concepts, 3. Utilize foot and bicycle patrols. i4. Develop traffic unit to lower the incidence of speeding and address other traffic safety issues. 5. In conjunction with City Manager, prepare Hurricane Emergency Plan. 6. Purchase necessary equipment for start up of department. 7. Institute citizen and business crime watch programs. 8. Obtain grants for police, support personnel and equipment. 9. Establish communications system requirements for implementation. 10. Hire necessary personnel to staff department. 11. Establish working relationship with community and business security forces to resolve problems and criminal issues facing the City. 12. To maintain a partnership with the community which ensures that the Police Department is both aware and responsive to the concerns and expectations of the community. INDICATORS i. City p01i~ units begin patrol functi°n. 2. Establish required patrol zones and community feedback. 3. Hours committed to foot and bicycle patrols. 4. Implementation of traffic units and statistical data. 5. Completion of Hurricane Emergency Plan. 6. Necessary equipment purchased. 7. Citizen and business crime watch programs organized and functional. 8. Number and type of grants obtained. 9. Implementation of communication systems. 10. Number of employees hired. 1 1. Surveys, quarterly reports and community feedback. i2. Surveys, quarterly reports and community feedback. P~e37 CITY OF AVENTURA PUBLIC SAFETY 1996/97 BUDGETARY ACCOUNT SUMMARY 01-20-$21 OBJECT CODE NO. ACCOUNT DESCRIPTION t 995/96 APPROVED BUDGET 1996/97 CITY MANAGER PROPOSAL 1996/97 CITY COUNCIL APPROVAL 1-10-1200 1-10-1390 1-10-1400 1-10-1410 1-10-1500 1-1 0-2100 t -t 0-2200 t-10-2300 1-t0-2400 PERSONAL SERVICES Employee Salaries Court Time Overtime Holiday Pay Police Incentive Pay FICA Pension Health, Life & Disability Worker's Compensation 16,250 0 200 0 0 1,243 1,950 2,370 1,302 997,270 15,000 75,000 35,000 25,0~0 76,291 119,672 144,547 85,328 997,270 15,000 75,000 35,000 25,000 76,291 119,672 144,547 85,328 3-30-3180 3-30-3192 3-20-3t93 Contractual Services Medical Exams Prof. Services Police Service-Metro Dade 0 10,000 15,000 5,000 20,000 1,296,000 5,000 20,000 1,296,000 3.40-4O0O 3-40-4O40 3..4O-4O42 ,~.40-4050 3-40-4610 3-4O.4645 3-40..4100 3-40-4700 OTHER CHARGES & SERVICES Travel & Per Diem Administrative Expenses Recruiting & Hiring Expense Investigative Expense R&M- Vehicles R&M- Equipment Communication Services Printing & Binding 4O0 200 0 0 200 2OO 25O 2,000 4,000 1,000 t5,000 2,000 19,000 2,000 5,000 5,000 4,000 1,000 15,000 2,000 19,000 2,000 5,000 5,000 COMMODITIES Page 38 3-50-5100 3-50-5tt5 3-50-5120 3-60-5220 3-50-5240 3-5O-5266 3-50-5270 6-50-5290 Office Supplies Byme Grant Match Computer Operating Supplies Gas & Oil Uniforms Photography Ammunition Operating Supplies 500 50O 300 0 0 0 333 3,500 2,465 3,000 25,000 45,000 5,000 6,000 30,000 3,500 2,465 3,000 25,000 45,000 5,000 6,000 30,000 3-54-5410 3-54-5420 3-54-545O 3-54-5900 OTHER OPERATING EXPENSES Subscriptions & Memberships Conferences & Seminars Training Contingency 600 5OO 50O 2,000 3,5O0 3,000 40,000 2,000 3,500 3,000 40,000 2,000 Page 39 1390 1400 1410 1500 3192 3193 4O42 4050 4100 4645 PUBLIC SAFETY BUDGET JUSTIFICATIONS Court Time - This line item is used to fund overtime and standby court time. Overtime - This request reflects anticipated expenditures based on activity and manpower requirements. Holiday Pay - This request reflects estimated costs with funding holiday pay for shift employees. Police Incentive Pay - This is mandated by the State for rewarding sworn personnel who have obtained additional education and is based on estimated work force. Professional Services - Costs associated with obtaining professional police consulting services to assist in the establishment of the Police Department. Police Services - Metro Dade - It is anticipated that the City will contract with Metro Dade Police Department for a period of 6 to 8 months. Costs are based on the figure included in the Interlocal Agreement with the County. Recruiting & Hiring Expenses - Funds have been allocated to assist the Department with recruitment of personnel that will meet the high standards of the community. nvesti.qative Expenses - Costs associated for detectives to complete criminal investigations. Communication Services - Costs for pagers, mobile phones and other communication devices. R&M Equipment - Funds allocated to this account will be used for repair and maintenance of Police Department radios and other equipment. Page 40 4700 5240 5266 5270 5290 5410 5420 5450 Pr ntin.q - Major expenses from this account will be the printing of police reports, case cards, business cards, forms and stationary, training handouts and arrest cards. Uniforms - This account is used for the initial issuance of all uniforms and accessories worn by both police and civilian personnel of the Police Department. Photography - The cost for this account is for film, color print development, chemicals and photographic paper and photo supplies at crime scenes. Ammunition - Costs associated witll this item are used for yearly qualification with firearms. Officers should practice firearms training regularly in order to maintain a level of proficiency as mandated by state standards. Operatin.q Supplies - Funds are used for the purchase of batteries, flares, cassette tapes, first aid supplies, crime scene tape and items used for crime scene processing. Subscriptions & Memberships - Costs associated with this line item are subscriptions to professional journals, training materials used to update employees on changing laws and procedures within their activity, and membership in professional and regional law enforcement organizations. Conferences & Seminars - Funding for this purpose is essential in order to keep informed of changing and new developments in the field of law enforcement. Trainin,q - Costs associate with maintaining a highly trained and motivated police force. Page 41 COMMUNITY~ DEVELOPMEN'F CITY OF AVENTURA COMMUNITY DEVELOPMENT 1996/97 DEPARTMENT DESCRIPTION 'l'hi~ dep'~rtment~ responsibi~ fo~ the city's pian~in~i development ~eview, z0ning, l building inspections, code and ordinance enforcement, economic development functions l and the issuance of occupation licenses. The department is organized to provide "onel stop" customer service at a centralized location, I t 995/96 1996197 1996197 OBJECT APPROVED CITY MANAGER CITY COUNCIL CODE NO. CATEGORY RECAP BUDGET PROPOSAL APPROVAL 100012999 Personal Services $ 34,322 $ 368,350 $ 368,350 300013999 Contractual Services lo,ooo 140,000 140,000 4005/4999 Other Charges & Services 5,850 25,580 25,580 500015399 Commodities 3,133 18,500 18,500 540015499 Other Operating Expenses 3,600 8,500 8,500 PERSONNEL ALLOCATION SUMMARY Position No, Position Title t995/96 1995/97 4001 Director of Community Development 1 4002 Code Compliance Officer 1 4003 Customer Service Technician 1 4004 Executive Assistant 0 4005 Building Official o 4006 Permit Clerk o 4007 Planner o 4008 Clerk Typist o Total 3 8 Page 42 Community Development Department Organization Chart Customer Service Aide Director of Community Development Executive Assistant Planning Building Inspection Code Enforcement Planner IChief Building Official CodeOfficer Compliance Clerk Typist Contractual Building Inpection Services Pem~it Clerk Page 43 CITY OF AVENTURA COMMUNITY DEVELOPMENT '1996197 OBJECTIVES ;1. Provide customer focus technical assistance to the community. i2. Begin code compliance services by October 1996. !3. Provide a "one - stop shopping" development review process. i4. Begin to issue building permits and provide inspection services by December 1996. 5. Establish building, engineering and development review procedures and permit fees. 6. Begin to issue occupational licenses to City businesses by October 1996. 7. Create computerized City base map with consultant assistance. Act as City liaison for county, state and federal transportation construction projects. ;9. Provide staff support for the Planning and Zoning Board. 10. Hire necessary personnel contained in budget. 11. Contract with the private firm to perform building inspection services. INDICATORS 1. Number of occupational licenses issued. 2. Code compliance services operational by October 1996. 3. Establish procedures for "one - stop shopping" development review process. 4. Number of building permits issued and number of inspections performed. 5. Building, engineering and development review fee ordinance adopted. 6. Number of land development petitions processed. 7. City base map completed. 8. Number of transportation construction project meetings attended. 9. Number of Planning and Zoning Board meetings attended. 10. Hire necessary personnel contained in budget. 11. Establish contract requirements and number of inspections performed. Page44 OBJECT CODE NO. 1-10-12oo 1-10-14oo 1-10-21oo 1.10-22oo 1-1o-23oo 1-10-24oo ACCOUHT DESCRIPTION PERSONAL SERVICES Employee Salaries Overtime FICA Pension Health, Life & Disability Worker's Compensation CITY OF AVENTURA COMMUNITY DEVELOPMENT 1995/97 BUDGETARY ACCOUNT SUMMARY 01-40-524 1995/96 APPROVED BUDGET 1996/97 CITY MANAGER PROPOSAL 24,042 200 1,838 2,885 5,t86 171 274,554 50O 21,003 32,946 37,397 1,949 1996/97 CITY COUNCIL APPROVAL 274,554 50O 21,003 32,946 37,397 1,949 3-30-3190 3.30-3300 3.30-3400 Contractual Services Prof. Services Building Inspections Services Mapping Services 5,000 0 5,OO0 15,000 100,000 25,OOO 15,OO0 100,0OO 25,000 3-40-4OOO 3-40-4400 3-40-46t0 3-4O-4645 3-40-4t 00 3-40-4700 OTHER CHARGES & SERVICES Travel & Par Diem Lease Equipment R&M- Vehicles R&M- Equipment Communication Services Printing 400 0 2O0 200 5O 5,000 4,000 4,080 5,500 3,500 1,OOO 7,OO0 4,000 4,080 5,500 3,500 1,000 7,500 3-50-5100 3-50-5120 3-50-5220 3.50-5240 3-50-5290 COMMODiTIES Office Supplies Computer Operating Supplies Gsa & Oil Uniforms Other Operating Supplies 500 2,000 300 0 333 3,000 5,500 3,OOO 1,000 6,000 3,000 5,500 3,000 1,000 6,000 Page 45 3-54-5410 3-54-5420 3..,54-~ 3-54-5900 OTHER OPERATING EXPENSES Subscriptions & Memberships 600 2,000 2,000 Conferences & Seminam 500 2,000 2,000 Training 500 2,500 2,500 Contingency 2,000 2,000 2,000 Page 46 3t90 3300 3400 524O 5410 5420 COMMUNITY DEVELOPMENT BUDGET JUSTIFICATIONS Professional .Services - Costs associated with obtaining professional planning consulting services to assist in the establishment of the Department systems and to meet development review requirements. Buildin.q Inspection Services - Estimated costs associated with private firm to perform building inspection services. Mappin,q Services - Costs associated with consultant engineer preparing the various maps needed by the City. Uniforms - This includes uniform rental and work shoes for the Chief Building Official and Code Compliance Officer. 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 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. Page 47 COMMUNITY SERVICES CITY OF AVENTURA COMMUNITY SERVICES 1996197 DEPARTMENT DESCRIPTION ~This department is responsible for the maintenance of road~ public a~*eas and facilities, beautification projects, recreation and community cultural activities, special events programming, implementation of mass transit programs and park development. The department is organized to provide City maintenance, transportation and recreation !services on a quality basis. OBJECT CODE NO. CATEGORY RECAP 1995/96 1996197 1995/97 APPROVED CITY MANAGER CITY COUNCIL BUDGET PROPOSAL APPROVAL 100012999 Personal Services $ 34,591 $ 250,452 $ 250,452 3005/3999 Contractual Services 105,000 625,000 625,000 400014999 Other Charges & Services 72,7t7 189,200 189,200 5000/5399 Commodities 2,300 8,000 8,000 540015499 Other Operating Expenses 3,250 5,500 5,500 PERSONNEL ALLOCATION SUMMARY Position No Position Title 1995196 1996197 5001 Director of Community Services 5002 Executive Assistant 5003 Maintenance Superintendent 5004 Cultural/Recreation Services Supt. 5005 Maintenance Worker -PT Total 2 5 Page 48 Community Services Department Organization Chart Public Works Director of [~. I Community ~ IAs~istantEXecutive Services [:. I ' Beautification Cultural/Recreation Maintenance ContrantuaiI Landscape/ J Maifltanance ROW I Wonder P~' Contractual Street/ Drainage Maintenance Contractual Building MaintJnance Co~trantuai Fleet Maintenance Contractual City Engineer Services Landscape Architect Cultural/Recreation Superintendent Mass Transit Spec~l Events Recreation/ Cultural Page 49 CITY OF AVENTURA COMMUNITY SERVICES 1996197 OBJECTIVES General Services 11. Provide accurate and quick responses to resident requests and concerns. 2. Work with Cultural, Recreation and Beautification Advisory Board to provide quali~: !programs and services to the residents. i3. Provide service levels customized to the needs of the community. 4. Qualify for Tree City USA status. 5. Prepare Capital Improvement Program to address infrastructure projects. Cultural and Recreation Services 1. Establish recreation and cultural programming for residents. 2. Plan and implement City-wide special events and establish a special event calendar. Transportation 1. Establish City-wide shuttle bus service for residents. Streets and Draina,qe 1. Prepare inventory and assessment report of City streets and drainage facilities. 2. Review possibility of establishing Stormwater Utility Fund to address drainage problems 3. Based on the report, prepare plan to improve storm drainage facilities. 4. !reprove traffic signage, striping and signalization. 5. Contract street and drainage maintenance functions to the private sector. :6. Based on report, determine if current main arterial private roads can be dedicated to the City. 7. Develop plan for providing additional street lighting. 8. Review possibility of upgrading street lighting fixtures. 9. Address safety concerns along bike/walkway paths. Landscapin,q/Beautification 1. Prepare Citywide Beautification/Landscape Master Plan. 2. Implement phased beautification program for medians and signage. $. Privatize median, irrigation and R.O.W. maintenance services. 4. Replace county street signs with attractive new signs. 5. Review the conversion of overhead utility distribution system to an underground system. 6. Develop plan to continue landscape along the railroad tracks to create barrier. 7. Eliminate bus bench advertising and replace with more attractive benches. 8. Replace bus shelters with more attractive and user friendly units. Page 50 INDICATORS I General Services 1. Establish computerized database for request tracking by January 1, 1997 and resolve irequests within 72 hours. !2. Number of meetings attended and number of cultural programs established. 3. Hire Recreation/Cultural and Maintenance Superintendent by November 1, 1996. 4. Submit Capital Improvement Program to City Manager. 5. Submit Tree City USA application for 1997 Cultural and Recreation Services 1. Number of programs and attendance records 2. Founder's Day, Arbor Day, July 4th Special events, plus others with citizen input 3. Calendar distributed by February 1, 1997 Transportation 1. Complete study of public vs. Privatization by March 1, 1997. 2. Implement by August 1997. Streets and Draina,qe 1. Complete inventory and assessment report by March 1, 1997. 2. Complete Stormwater Utility Fund report by December 1, 1996. 3. Number of drainage projects completed. 4. Number of traffic projects completed. 5. Establish contractual maintenance program by November 1, 1996. 6. Number of private roads dedicated. 7. Number of street lights installed. 8. Preparation of new street lighting fixture design. 9. Number of improvements made to address safety programs. Landscapin.q/Beautification 1. Adopt Citywide Beautification/Landscape Master Plan by November 1, 1997. ~. Number of projects completed. 3. Develop maintenance specifications and start bid process by November 1, 1997. 4. Establish contractual maintenance services by December 1, 1997. Page 51 CITY OF AVENTURA COMMUNITY SERVICES 1996197 BUDGETARY ACCOUNT SUMMARY 01-50-539 OBJECT CODE NO. ACCOUNT DESCRIPTION 199~96 APPROVED BUDGET 1996/97 CITY MANAGER PROPOSAL 1996/97 CITY COUNClL APPROVAL 1-10-1200 1-10-1400 1-10-2100 1-10-22OO 1-10-2300 1-10-2400 PERSONAL SERVICES Employes Salaries Overtime FICA Pension Health, Life & Disability Worker's Compensation 24,875 $ 193,461 193,461 200 200 200 1,903 14,800 14,800 2,985 21,775 21,775 4,452 18,842 18,842 177 1,374 1,374 3-30-3110 3-30-3150 3-30-3160 3-30-34OO 3-30-3451 Contractual Services Prof. Services - Enginesring Landscape~Trees MainL Svcs. Street Maintenance/Drainage Prof. Services -Landscape Arch. BeautificatJonlSignage 25,000 185,000 185,000 25,0OO 250,000 250,000 0 100,000 loo,O00 25,000 60,000 60,000 30,OOO 30,000 30,000 3-4O-4OOO 3-40-4311 3-40-46t0 3.40-4645 3-40-4691 3-40-4620 3-40-4100 3-40-47OO 3-44)-.4850 3-40-4851 OTHER CHARGES & SERVICES Travel & Per Diem 400 1,200 1,200 Utilities-Strest Lighting 12,500 80,000 80,000 R&M- Vehicles 200 500 500 R&M- Equipment 200 1 ,OO0 1,000 R&M- Streets 25,000 25,000 25,000 R&M- Buildings 5,000 S,000 5,000 Communication Services 250 1,500 1,500 Printing & Binding 1,667 5,000 5,000 Special Events 25,000 45,000 45,000 Cultural/Recreation Programs 2,OOO 25,OO0 25,000 Page 52 3-50-5100 3-50-5120 3.50.5220 3-50-5290 COMMODITIES Office Supplies Computer Operating Supplies Gas & Oil Other Operating Supplies 500 1,000 300 5O0 1,500 2,500 1,000 3,000 1,500 2,500 1,000 3,000 3--54-5410 3-54-5420 3-54-5450 3-54-5900 OTHER OPERATING EXPENSES Subscriptions & Memberships Conferanc~s & Seminars Training Contingency 250 500 50O 2,000 1,000 2,000 500 2,000 1,000 2,000 5O0 2,000 Page 53 3110 3150 3160 3450 3451 4311 4691 485O 4851 COMMUNITY SERVICES BUDGETJUSTIFICATIONS Professional Services Engineering - Provides funding for professional engineering consulting services to assist the Department in the areas of road maintenance and design, traffic assessment, roadway acceptance, drainage, utilities and to meet development review requirements. Landscape Services - Provides for costs associated with contracting maintenance services for public right of ways and medians. Street Maintenance/Draina.qe - Provides for estimated costs associated with contracting street and drainage maintenance services. Professional Services Landscape Architect Provides funding for professional landscape architect consulting services to assist the Department with developing maintenance specifications, developing a master landscape plan, as well as designing specific medians, irrigation systems, and City Entranceways. Beautiflcation/Si.qna.qe - Establishes funding for signage and beautification projects to enhance the aesthetics of the City and foster community pride. Utilities Street Li.qhtin.q - Provides funding for services associated with street lighting in various areas of the City. R & M Streets- Provides funding for services utilized in the maintenance of streets, sidewalks and drainage. Special Events - This figure represents funding for events related to community wide, annual events to enhance civic pride and improve the quality of life for the residents: Founders Day, July 4th, and other major special events. Cultural & Recreation Programs - Provide for costs associated with establishing cultural and recreation programming such as trips, activities, classes, and the arts. Page 54 5410 Subscriptions & Memberships - Provides for funding memberships in the American Public Works Association and the Florida and National Recreation and Parks Association. 542O Conferences & Seminars - Provides for funding for attending the following conferences and seminars: American Public Works Association, Florida Recreation and Parks Association. Page 55 NON DEPARTMENTAL OBJECT CODE NO. 3-40~4100 3-40-4200 3-40-4300 3-4o-44o0 3-40-4420 3-40.4440 3-4O-4500 3-40-4650 ACCOUNT DESCRIPTION CITY OF AVENTURA NON-DEPARTMENTAL 1996197 BUDGETARY ACCOUNT SUMMARY 01-90-590 1~96 1996/97 1996/97 APPROVED CITY MANAGER CITY COUNCIL BUDGET PROPOSAL APPROVAL OTHER CHARGES & SERVICES Communication Services 6,500 36,000 36,000 Postage 3,500 10,000 10,000 Utilities 2,000 24,000 24,000 Office Space Lease 100,000 300,000 300,000 Leased Equipment 2,000 10,000 10,000 Copy Machine Costs 3,000 8,000 8,000 Insurance 7,500 120,000 120,000 R&M- Office Equipment 500 5,000 5,000 COMMODITIES Other Operating Supplies 500 5,000 5,000 3-54-590O OTHER OPERATING EXPENSES Contingency 10,000 22,000 22,000 Page 56 4100 43OO 4400 4500 NON DEPARTMENTAL BUDGETJUSTIFICATIONS Communication Services - Estimated costs associated with telephone service for Government Center ($24,000) and Police Department ($'12,000). Utilities- Estimated costs associated with electricity service for Government Center ($16,000) and Police Department ($8,000). Office Lease - Costs associated with !e3sing office space for Government Center and establishing a Police Department. Insurance - Liability and property insurance coverage for all city owned or leased facilities and equipment and all employees and officers. Assumes the police and building inspection services are performed by the City for only a portion of the fiscal year. Page 57 CAPITAL OUTLAY CITY OF AVENTURA CAPITAL BUDGET 1996197 PROJECT APPROPRIATION 01*-80-XXX OBJECT CODE NO. CATEGORY 199~96 1996/97 1996/97 APPROVED CITY MANAGER CITY COUNCIL BUDGET PROPOSAL APPROVAL 6-60-6201 City Council - 511 Equipment $ 17,500 $ 1,000 $ 1,000 6-60-6202 6-60-6401 City Manaeer's Office - 512 Equipment $ 8,500 $ 2,500 $ 2,500 Com purer Equipment 10,500 1,000 1,000 6-60-6203 6-6O-6402 Finance SuDeort Serv. - 513 Equipment $ 10,000 $ 6,000 $ 6,000 Computer Equipment 14,000 260,000 260,000 6-6O-62O4 6-6O-64O3 City Clerk - 519 Equipment $ 2,500 Computer Equipment 3,500 $ 20,000 $ 20,000 6-60-6205 6-60-6404 6-60-6250 Public Safety - 521 Equipment $ 6,000 $ 135,000 $ 135,000 Computer Equipment 7,000 195,000 195,000 Vehicles t9,000 536,000 536,000 6-60-6206 6-60-6405 6-60-6251 Community Development - 524 Equipment $ 7,S00 $ 20,000 $ 20,000 Computer Equipment 7,000 17,500 17,500 Vehicles 14,500 29,000 29,000 Page 58 6-60-6207 6-60-6406 6-60-6262 6-60-6601 6-60-6602 6-6O-66O3 6-6O-66O4 6-60-6605 6-6O-66O6 6-60-6607 Commpni~ Services - 539 Equipment $ 5,000 $ 6,000 $ 6,000 Computer Equipment 7,000 7,000 7,000 Vehicles 14,500 26,000 26,000 Beautification Projects 90,000 270,000 270,000 Walkways/Sidewalks 85,000 85,000 Safety improvements 85,000 85,000 Bus SheltersiBenches 85,000 85,000 Road Resurfacing 50,000 50,000 Drainage Improvements 76,000 75,000 Lighting Improvements 50,000 50,000 6-60-6999 6-60-6208 Non-Departmental - 590 Capital Reserve Buitding~Equipment 197,830 803,300 803,300 50,0~ $ 50,000 $ 50,000 Page 59 CAPITAL PROJECT DESCRIPTION CITY COUNCIL 6-60-6201 Equipment This project consists of purchasing needed equipment for the City Council offices. OFFICE OF THE CITY MANAGER 6-60-6201 Equipment - This project consists of purchasing needed equipment for the City Manager's department. 6-60-6401 Computer Equipment - This project consists of purchasing additional equipment for the City Manager's department. FINANCE SUPPORT SERVICES 6-60-6203 Equipment - This project consists of purchasing needed office equipment for new employees. 6-60-6402 Computer Equipment - This project consists of purchasing computer equipment as follows: Central computer hardware, software & training for mini-computer system to be utilized by all City Departments - $220,00. File server for PC applications - $30,000. Personal computers & printers for new employees - $10,000. CITY CLERK 6-60-6204 Computer Equipment - This project consists of purchasing startup equipment for record retention requirements. PUBLIC SAFETY 6-60-6205 Equipment This project consists of purchasing startup equipment for police operations. Page 60 6-60-6404 Computer Equipment - This project consists of purchasing computer equipment as follows: Computer hardware, software & training for mini-computer system to be utilized for public safety needs - $160,000. Personal computers & printers for new employees - $35,000. 6-60-6250 Vehicles - This project consists of purchasing startup vehicles and motorcycles for police operations. COMMUNITY DEVELOPMENT 6-60-6206 Equipment - This project consists of purchasing needed office equipment for new employees. 6-60-6405 Computer Equipment - This project consists of computer equipment as follows: Personal computers & printers for new employees - $17,000. purchasing 6-60-6250 Vehicles - This project consists of the purchasing vehicles for building inspection operations. COMMUNITY SERVICES 6-60-6207 Equipment - This project consists of purchasing needed office equipment for new employees. 6-60-6406 Computer Equipment - This project consists of purchasing computer equipment for new employees. 6-60-6252 Vehicles - This project consists of purchasing vehicles for maintenance operations. 6-60-6601 Beautification Projects - This program consists of funding projects included in the Citywide Beautification/Landscape Master Plan. 6-60-6602 Walkways & Sidewalks - This program consists of funding projects identified in the assessment and evaluation of the City's infrastructure. Page 61 6-60-6603 Safety Improvements - This program consists of funding projects identified in the assessment and evaluation of the City's infrastructure. 6-60-6604 Bus Shelter/Benches - This program consists of eliminating bus bench advertising and replace with more attractive benches. In addition, funding has been provided to replace bus shelters with more attractive and user friendly benches. 6-60-6605 Road Resurfacin.q - This program consists of funding projects identified in the assessment and evaluation of the City's infrastructure. 6-60-6606 Drainage Improvements - This program consists of funding projects identified in the assessment and evaluation of the City's infrastructure. 6-60-6607 Lighting Improvements - This program consists of funding locations that require additional street lighting. Page 62 POLl(; EDUCATION FUND CI]~' OF AVENTURA POLICE EDUCATION FUND 11 CATEGORY SUMMARY 1995/97 FUND DESCRIPTION This Fund is used to account for revenues and expendi{~res associated with ~h~ bNO dollars ($2.00) the City receives from each paid traffic citation, which, by State Statute, i must be used to further the education of the City's Police Officers. REVENUE PROJECTIONS 199~96 1996197 1996~7 OBJECT APPROVED CITY MANAGER CITY COUNCIL CODE CATEGORY BUDGET PROPOSAL APPROVAL 310000/319999 Locally Levied Taxes 0 0 0 320000/329999 Licenses & Permits 0 0 0 330000/339999 Intergovernmental Revenues 0 0 0 340000/349999 Charges for Services 0 0 0 350000/359999 Fines & Forfeitures 0 1,000 1,000 360000/369999 Misc. Revenues o o o 380000/389999 Transfer from Funds o o o 399900/399999 Fund Balance o o o EXPENDITURES 1995/96 t 996197 t 996197 OBJECT APPROVED CITY MANAGER CiTY COUNCIL CODE CATEGORY BUDGET PROPOSAL APPROVAL 1 OOOl2999 Personal Services o o o 3ooo~3999 Contractual Services o o o 4000/4999 Other Charges/Svcs o o o 500015399 Commodities o o o s4oo/59s9 Other Operating Expenses o 1,ooo 1,ooo 6000/6999 Capital Outlay o o o Page 63 CITY OF AVENTURA POLICE EDUCATION FUND 11 1996197 REVENUE OBJECT CODE 351395 399O00 REVENUE PROJECTIONS 1995/96 1996197 APPROVED CITY MANAGER BUDGET PROPOSAL 1996197 CITY COUNCIL APPROVAL 0 1,000 1,000 0 0 0 OBJECT CODE CATEGORY Training TOTAL EXPENDITURES EXPENDITURES 199~96 1996197 1996/97 APPROVED CITY MANAGER ClTY COUNCIL BUDGET PROPOSAL APPROVAL 0 1,000 1,000 REVENUE PROJECTION RATIONALE 351395 Fine Assessed for Local Police Education - Two dollars ($2.00) is received from each paid traffic citation issued within the corporate limits of the City, which, by law, must be used to further the education of the City's Police Officers. Page 64 STREET MAINTENANCEI FUND CITY OF AVENTURA STREET MAINTENANCE FUND-12 CATEGORY SUMMARY 1996197 FUND DESCRIPTION This fljnd Was estabiished to accOunt for ~estricted revenues and expenditures which by State Statute are designated for street maintenance and construction costs. At the time the budget was prepared it was unknown if the City will be eligible for the revenues sources during the 1996/97 fiscal year. Expenditures will be accounted for in the General Fund by designating specific expenditure accounts in the Community Services Department and the Capital Improvement Program. REVENUE PROJECTIONS 1995/96 1996/97 1996197 OBJECT APPROVED CITY MANAGER CITY COUNCIL CODE CATEGORY BUDGET PROPOSAL APPROVAL 310000/319999 Locally Levied Taxes 0 o 0 320000/329999 Licenses & Permits o o 0 330000/339999 httergovernmentsl Rev, o o o 340000/349999 Charges for Services 0 0 0 350000/359999 Fines & Forfeitures 0 0 0 360000/369999 Misc. Revenues 0 0 0 380000/389999 Transfer from Funds 0 0 0 3999001399999 Fund Balance o o o EXPENDITURES 1995/96 1996/97 1995/97 OBJECT APPROVED CITY MANAGER CITY COUNCIL CODE CATEGORY BUDGET PROPOSAL APPROVAL 1ooo/2999 Personal Services o o o 3000/3999 Contractual Services 0 0 0 4000/4999 Other Charges/Svcs 0 o 0 5000/5399 Cornmodities 0 0 0 s40015sgs Other Operating Exp. 0 0 0 Page 65 600016999 900019999 Capital Outlay Transfem 0 0 0 0 Page66 CITY OF AVENTURA STREET MAINTENANCE FUND - 12 1996~97 REVENUE OBJECT CODE CATEGORY REVENUE PROJECTIONS 199~96 1996/97 APPROVED CITY MANAGER BUDGET PROPOSAL 1996/97 CITY COUNCIL APPROVAL 335120 335300 Interqovemmental Revenues 3-9 State Revenue Sharing Local Option Gas Tax 0 0 0 0 0 0 361000 Misc. Revenues6-9 Interest Earnings 0 0 0 39990O Non-RevenueS~ Carryover 0 0 0 Page 67 DEBT SERVICE FUND CITY OF AVENTURA DEBT SERVICE FUND~0 CATEGORYSUMMARY 1996197 FUND DESCRIPTION This fund was est'~bii~hed to ~ccount for ~l~ctric utiiity revenues and debt service payment expenditures associated with the proposed financing for the purchase of properties to be utilized for public parks, cultural center and the permanent Government Center and Police Station. The estimated amount to be financed is $1 1,000,000. REVENUE PROJECTIONS 1995/96 1995/97 1995/97 OBJECT APPROVED CITY MANAGER CITY COUNCIL CODE CATEGORY BUDGET PROPOSAL APPROVAL 3100001319999 Locally Levied Taxes o $ 1,ooo,ooo $ 1,ooo,ooo 3200001329999 Licenses & Permits 0 0 0 330000/339999 Intergovemmental Revenl 0 0 0 340000/349999 Charges for Services o o o 350000/359999 Fines & Forfeitures o o o 3600001369999 Misc. Revenues 0 4,000 4,000 3~0000~38~ss Transfer from Funds 0 0 0 399900/399999 Fund Balance o o o EXPENDITURES 1995/96 1996/97 '1996197 OBJECT APPROVED CITY MANAGER CITY COUNCIL CODE CATEGORY BUDGET PROPOSAL APPROVAL 1ooo/2999 Personal Services o o o 3000/3999 Contractual Services o o o 4000/4999 Other ChargeslSvcs o o o 5000;,5399 Commodities 0 0 0 540015999 Other Operating Expense~ 0 0 0 Page 68 6000/6999 7000/7999 90~0/9999 Capital Outlay Debt Service Transfers o 1,004,000 0 o 1,004,000 0 Page 69 CITY OF AVENTURA DEBT SERVICE FUND -30 1995/97 REVENUE OBJECT CODE CATEGORY REVENUE PROJECTIONS t 995/96 1996/97 APPROVED CITY MANAGER BUDGET PROPOSAL 199~97 CITY COUNCIL APPROVAL 1-9-314100 6-9-361100 ~ili~ Tax-El~tric In~r~tonlnvestmen~ 0 $ 1,000,000 $ 1,000,000 0 4,000 4,000 OBJECT CODE CATEGORY EXPENDITURES 1995/96 1996/97 t996197 APPROVED CITY MANAGER ClTY COUNCIL BUDGET PROPOSAL APPROVAL 7-70-7'130 7-70-7230 Principle Interest TOTAL EXPENDITURES 0 554,000 554,000 450,000 450,000 Page 70 CAPITAL CONSTRUCTION FUND CITY OF AVENTURA CAPITAL CONSTRUCTION FUND -32 CATEGORY SUMMARY 1996/97 FUND DESCRIPTION This fund wAS estabii~h~d t° ~count for lo,nd proCeeds ~nd expen~iture~ asS0ci~t~d withl the purchase of properties to be utilized for public parks, cultural center and the permanentl Government Center and Police Station. The estimated amount to be financed isl $11 000 000. I REVENUE PROJECTIONS 1995196 1996/97 1996/97 OBJECT APPROVED CITY MANAGER CiTY COUNCIL CODE CATEGORY BUDGET PROPOSAL APPROVAL 310000/319999 Locally Levied Taxes o $ $ 3200001329999 Licenses & Permits 0 0 0 330000/339999 Intergovernmental Revere 0 0 0 3400001349999 Charges for Services 0 0 0 350000/359999 Fines & Forfeitures 0 0 0 360000~3~9999 Misc. Revenues 0 150,000 150,000 380000/389999 Transfer from Funds 0 9,sso,o~o 9,8s0,000 3999~0/399999 Fund Balance 0 0 0 EXPENDITURES 1995/96 1996/97 1996/97 OBJECT APPROVED CITY MANAGER CITY COUNCIL CODE CATEGORY BUDGET PROPOSAL APPROVAL lOOO/2999 Pemonal Services o o o 3000/3999 Contractual Services o o o 4000/4999 Other Charges/Svcs o o o 5000/5399 Commodities 0 0 0 s40~5sss Other Operating Expense.. 0 0 0 600016999 Capital Outlay 0 10,000,000 10,000,000 Page 71 ?000~9~ Debt Service 0 0 0 9000/9999 Transfers 0 0 0 Page 72 CITY OF AVENTURA CAPITAL CONSTRUCTION FUND -$2 1996~97 REVENUE OBJECT CODE CATEGORY REVENUE PROJECTIONS 1996/96 1996/97 APPROVED CITY MANAGER BUDGET PROPOSAL 1996/97 CITY COUNCIL APPROVAL 6-6-361100 6-6-384200 Interest on Investments Bond Proceeds 0 150,000 150,000 0 $ 9,850,000 $ 9,850,000 OBJECT CODE 6-60-6101 CATEGORY Non-Departmental - 590 Land Acquisition TOTAL EXPENDITURES 1995/96 APPROVED BUDGET CAPITAL BUDGET36~0 EXPENDITURES 1996/97 1996/97 CITY MANAGER ClTY COUNCIL PROPOSAL APPROVAL 0 10,000,000 10,000,000 Page 73 REVENUE PROJECTION RATIONALE 361100 Interest on Investments - Assumes bond proceeds are fully funded invested for approximately 90 days and that the reserve accounts are fully invested for 11 months. 384200 Bond Proceeds - Assumes that the City issues bonds for $11,000,000, of which the City will net $10,000.000. With no credit history, it is likely that a reserve fund account eaual to one vear's debt service will be reauired. CAPITAL PROJECT DESCRIPTION NON DEPARTMENTAL 6-60-6100 Land Acquisition This project consists properties to be utilized for public parks, cultural permanent Government Center and Police Station. of purchasing center and the Page 74 APPENDIX BUDGET SYSTEM The City of Aventura uses the Budgeting by Objectives Process in the formulation of its budget. Departmental Budgets include a Recap page that contains the Department Description and Personnel Allocation Summary and Organization Chart. Each department also includes an Objectives page and a Budgetary Account Summary. The Objectives page presents a review of the department objectives and indicators. The Budgetary Account Summary provides expenditure detail and a comparison of current and previous years expenditures. The Budgetary Process is intended to be very valuable in communicating with the Council and citizens of the City. BUDGET PROCESS Due to the short time frame in which to prepare the 1996197 budget, the City of Aventura's Budget process began in July, 1996 with a meeting with the City Council to establish priorities. A staff meeting between the City Manager and Department Directors was held to review budget philosophy and develop overall goals and objectives. The entire budget process which normally encompasses approximately six (6) months was condensed into one month. During this period, meetings were held with Department Directors, the City Council and the public to insure representative input. The budget calendar that follows details the actions taken during the budget process. DATE RESPONSIBILITY ACTION REQUIRED July 2 July 3 July 3 to July 12 July 15 to July 31 August 1 August 13 September 5 September 19 City Manager City Council City Manager All Department Directors City Manger Finance Department City Manager City Manager City Manager City Council City Council City Council Overview of budgetary issuesand establish priorities. Staff meeting is held to distribute Budget Request Forms. Forms will include budget figures for previous fiscal year. Completed Budget estimates are submitted to City Manager. Revenue estimates are prepared. Conducts departmental budget review meetings, balances budget and prints budget documents. City Manager's recommended budget document and message are submitted to City Council. Budget Review Meeting First Reading on Budget and Ad Valorem Tax Rate Ordinance Second Reading on Budget, Ad Valorem Tax Rate Ordinance and Page 75 September 20 * October I City Clerk All Departments Public Hearings Tax Rate Ordinance delivered to Property Appraiser. New Budget become effective. BUDGETAMENDMENT The Budget Amendment Process will differ as to form depending on whether or not the original budget appropriation is exceeded as follows: Any change or amendment to the budget that will increase the original total appropriated amount can only be accomplished with the preparation of an Ordinance requiring two (2) public hearings and approval by the City Council. Any change or amendment to the budget which transfers monies within a fund but does not increase the total appropriated amount can be accomplished with the preparation of a Resolution. This does not require a public hearing, however, approval by the City Council is still necessary. BASIS OF ACCOUNTING Basis of Accounting refers to the time period when revenues and expenditures are recognized in the accounts and reported on the financial statements. Basis of accounting relates to the timing of the measurements made, regardless of the measurement focus applied. The accrual basis of accounting is followed for the proprietary fund types. The modified accrual basis of accounting is followed in the governmental fund types and the expendable trust funds type. Under the modified accrual basis of accounting, revenues are recorded when susceptible to accrual, that is, when they are both measurable and available. Available means collectible within the current period or soon enough thereafter to pay current liabilities. Expenditures are generally recognized under the modified accrual accounting when the related fund liability is incurred. Exceptions to the general rule are principal and interest on general long-term debt which is recognized when due. Page 76 GLOSSARY ACCOUNT ACCOUNTING SYSTEM APPROPRIATION ASSESSED VALUATION BOND BONDED DEBT BUDGET BUDGET MESSAGE BUDGETARYCONTROL CAPITALPROGRAM A term used to identify an individual asset, liability, expenditure control, revenue control, encumbrance control, or fund balance. The total structure of records and procedures which discover, record, classify, summarize, and report information on the financial position and results of operations of a government or any of its funds, ft~nd types, balanced account groups, or organizational components. An authorization granted by a legislative body to make expenditures and to incur obligations for specific purposes. An appropriation is limited in amount to the time it may be expended. A valuation set upon real estate or other property by the County Assessor and the state as a basis for levying taxes. A written promise, generally under seal, to pay a specified sum of money, called the face value, at a fixed time in the future, called the date of maturity, and carrying interest at a fixed rate, usually payable periodically. Note: The difference between a note and a bond is that the latter usually runs for a longer period of time and requires greater legal formality. That portion of indebtedness represented by outstanding bonds. A plan of financial operation embodying an estimate of proposed expenditures for a given period and the proposed means of financing them. Used without any modifier, the term usually indicates a financial plan for a single fiscal year. A general discussion of the proposed budget as presented in writing by the budget-making authority to the legislative body. The control or management of a government or enterprise in accordance with an approved budget for the purpose of keeping expenditures within the limitations of available appropriations and available revenues. Represents the level of control at which expenditures may not exceed budget. Any revisions that alter the total expenditures of a department must be approved by the City Council. A plan for capital expenditures to be incurred each year over a fixed period of years to meet capital needs arising from the long term work program or otherwise. It sets forth each project or other contemplated expenditure in which the government is to have a part and specifies the full resources estimated to be available to finance the projected expenditures. Page 77 CAPITAL BUDGET CAPITAL CONSTRUCTION FUND CAPITAL PROJECT FUND CAPITAL OUTLAYS CHART OF ACCOUNTS DEBT SERVICE FUND DEBT SERV!CE REQUIREMENTS DEPRECIATION ENCUMBRANCES ENTERPRISE FUND A plan of proposed capital outlays and the means of financing them for the current fiscal period. A fund established to account for bond proceeds and expenditures associated with the purchase of properties to be to be utilized for public parks, cultural center and the permanent Government Center and Police Station. A fund established to account for the acquisition and construction of major capital facilities other than those financed by proprietary funds and trust funds. Expenditures which result in the acquisition of or addition to fixed assets. The classification system used by a city to organize the accounting for various funds. A fund established to finance and account for the accumulation of resources for, and the payment of, general long-term debt principal and interest. Also called a SINKING FUND. The amounts of revenue which must be provided for a debt service fund so that all principal and interest payments can be made in full on schedule. (1) Expiration in service life of fixed assets, other than wasting assets, attributable to wear and tear through use and lapse of time, obsolescence, inadequacy, or other physical of functional cause. (2) the portion of the cost of a fixed asset charged as an expense during a particular period. Note: The cost of a fixed asset is prorated over the estimated service life of such asset and each period is charged with part of such cost so that ultimately the entire cost of the asset is charged off as an expense. In governmental accounting depreciation may be recorded in proprietary funds and trust funds where expenses, net income, and/or capital maintenance are measured. Obligations in the form of purchase orders, contracts, or salary commitments which are chargeable to an appropriation and for which a part of the appropriation is reserved. They cease to be encumbrances when paid or when the actual liability is set up. A fund established to finance and account for operations (1) that are financed and operated in a manner similar to private business enterprises -- where the intent of the governing body is that the costs (expenses, including depreciation) of providing goods or services to the general public on a Page 78 EXPENDITURES EXPENSES FISCALPERIOD FISCALYEAR FIXED ASSETS FUND FUND ACCOUNTS FUND BALANCE continuing basis be financed or recovered primarily through user charges; or (2) where the governing body has decided that periodic determination of revenues earned, expenses incurred, and/or net income is appropriate for capital maintenance, public policy, management control, accountability, or other purposes. Examples of enterprise funds are those for utilities, swimming pools, airports, and solid waste services. If the accounts are kept on the accrual basis this term designates total charges incurred, whether paid or unpaid, including expenses, provision for retirement of debt not reported as a liability of the fund from which retired, and capital outlays. If they are kept on the cash basis, the term covers only actual disbursements for these purposes. Note: Encumbrances are not considered expenditures. Charges incurred, whether paid or unpaid, for operation, maintenance, and interest, and other charges which are presumed to benefit the current fiscal period. Note: Legal provisions sometimes make it necessary to treat as expenses charges whose benefits extend over future periods. For example, purchase of materials and supplies which may be used over a period of more than one year and payments for insurance which may be used over a period of more than one year and payments for insurance which is to be in force for a longer period than one year frequently must be charged in their entirety to the appropriation of the year in which they are incurred and classified as expenses of that year even though their benefit extend also to other periods. Any period at the end of which a governmental unit determines its financial condition and the results of its operations and closes its books. Note: It is usually a year, though not necessarily a calendar year. A twelve-month period of time to which the annual budget applies and at the end of which a city determines its financial position and results of operations. Assets of a long-term character in which the intent is to continue to be held or used, such as land, buildings, machinery, furniture, and other equipment. An independent fiscal and accounting entity with a self- balancing set of accounts recording cash and/or other resources, together with all related liabilities, obligations, reserves, and equities which are segregated for the purpose of carrying on specific activities or attaining certain objectives in accordance with special regulations, restrictions, or limitations. All accounts necessary to set forth the financial operations and financial condition of a fund. The excess of a fund's assets over its liabilities and reserves. Page 79 GENERALFUND GOAL GRANT INCOME INTERNALSERVICE FUND INVENTORY ORDINANCE POLICEEDUCATION FUND REVENUES SPECIAL REVENUE FUND The fund that is available for any legal authorized purpose and which is therefore used to account for all revenues and all activities except those required to be accounted for in another fund: Note: The General Fund is used to finance the ordinary operations of a governmental unit. A statement of broad direction, purpose or intent based on the needs of the community. A goal is general and timeless; that is, it is not concerned with a specific achievement in a given period. A contribution by one governmental unit to another. The contribution is usually made to aid in the support of a specified function (for example, education), but it is sometimes also for general purposes. This term is used in accounting for governmental enterprises and represents the excess of the revenues earned over the expenses incurred in carrying on particular phases of an enterprise's activities. As indicated elsewhere, the excess of the total revenues over the total expenses of the utility for a particular accounting period is called "net income". A fund established to finance and account for services and commodities furnished by a designated department or agency to other departments or agencies within a single governmental unit or to other governmental units. Amounts expended by the fund are restored thereto, either from operating earnings or by transfers from other funds, so that the original fund capital is kept intact. A detailed list showing quantities, descriptions, and values of property; also units of measure and unit prices. Note: The term is often confined to consumable supplies but may also cover fixed assets. A formal legislative enactment by the governing board of a municipality. A special revenue fund used to account for revenues pursuant to Florida Statute 943.25 which allows municipalities to collect two (2) dollars from each traffic citation for the purpose of criminal justice education and training for police officers. Increases in governmental fund type net current assets from other than expenditure refunds and residual equity transfers. A fund used to account for the proceeds of specific revenue sources that are legally restricted to expenditure for specified purposes. Page 80 STREET MAINTENANCE FUND TAXES A special revenue fund to account for restricted revenues and expenditures which by Florida Statues are designated for street maintenance and construction costs. Compulsory charges levied by a government for the purpose of financing services performed for the common benefit. This term does not include specific charges made against particular persons or property for current or permanent benefits such as special assessments. Page 81 CITY COUNCIL Mayor Arthur I. Snyder Vice Mayor Patricia Rogers-Libert Councilmember Arthur Berger Councilmember Jay R. Beskin Councilmember Ken Cohen Councilmember Harry Holzberg Councilmember Jeffrey Perlow CITY MA NA GER Eric M. Soroka DEPARTMENT DIRECTORS Weiss Serota Heifman, P.A.,City Attorney Harry NI. Kilgore, Finance Support Services Robert M. Sherman, Community Services Jaye M. Epstein, Community Development Teresa M. Smith, City Clerk Thomas Ribel, Police Chief Organization Chart CITY OF AVENTURA Residents Legal Services Administlation Minutes Budget PIeparation Records Retention CustomeIService C erca Suppod Public Safety Department Police ~'atrol Community Relations Criminal investigations Traffic Enforcement Emergency Preparedness Fire/Rescue Community Development Department Planning Zoning Building Inspections Code Enforcement Economic Development Occupational Licenses Finance/Support Services Department Finance/Accounting Purchasing Risk Management Information Management Personnel Community Services Department Community Facilities Parks/Beautification ROW/Median Maint. Public Works Mass Transit Special Events Recreation/Cultural BUDGET IN BRIEF 1996/97 BUDGET This document has been prepared by the City of Aventura to provide impo~ant information to the public The budget document establishes the framework to provide quality municipal services that our residents deserve and expect to fulfill the dream of creating this great City~ This government promotes and supports a high quality of life for its citizens, businesses and visitors. The budget document represents the first full fiscal year for the new City of Aventura. Some of the major points emphasized, in the proposed budget, are as follows: · Provides startup funding to establish full service Police Department with 53 employees and all necessary equipment to be phased beginning in April 1997~ Establishes full service Community Development Department which will provide services as follows: Code enforcement Occupational licenses Staff support to Planning & Zoning Board Plan review and planning function Building Inspections and permitting October 1,1996 October 1,1996 October 1,1996 January 1, 1997 January 1, 1997 · No tax increase. Adopts 1995/96 County UMSA millage rate of 2.2270. Proposed County UMSA tax rate for 1996/97 is 22770. Provides for contracting most maintenance functions to the private sector. Includes funding for debt service costs to finance $10,000,000 to purchase parcels of land to be utilized for public parks, cultural center and the permanent Government Center and Police Station. · Funding has been budgeted to purchase state-of-the-art computer equipment for both police and governmental operations. Budget In Brief Special Events such as July 4th, Founders Day and Arbor Day as well as cultural programs and recreational activities are included. Provides for $2,815,300 worth of capital improvements. The City's infrastructure needs are addressed through a broad mix of Capital Improvement Projects which will enhance the City's quality of life and the attractiveness of the City. Includes over $575,000 for beautification and community enhancement projects including landscapir)g, lighting improvements, street signs, bus benches/shelters and to address safety concerns. Professional engineering services on a contractual basis have been included to address the private road situations and other traffic related issues facing the City. Includes funding for leasing space to establish a Police Station that is reflective of the community and its image. Includes funding to develop a Citywide shuttle bus service. The City Council and City Manager met and established budget goals and priorities. The following represents the pre-established priorities and goals that provided a framework for the preparation of the 1996/97 Budget Plan. In many areas the budget contains resources to address and accomplish the pre-established priorities and goals. · Implement Revenue Sources to Fund Required Services and Capital Projects. · Establish Full Service City of Aventura Police Department. · Establish Full Service Community Development Department · One stop customer service for permits and business licenses. · Begin code enforcement services effective October 1, 1996. · Privatize the Following Services Median/Right of Way Maintenance. Building Maintenance. Street Maintenance. Drainage Maintenance. Refuse Collection/recycling. City engineer functions. 2 Budget In Brief Landscape architect consulting. Vehicle Maintenance. · Develop Citywide Shuttle Bus Service. Foster Community Pride and Involvement. Issue at least 3 newsletters and 1 annual report. Issue quarterly progress reports. Utilize citizen surveys. Fund special events such as July 4th, Founders Day, Arbor Day, cultural programs and recreational activities. Utilize City Boards as a source of advice and input. Develop Citywide Beautification Program Prepare Citywide Beautification/Landscape Master Plan. Begin to landscape areas included in the Master Plan. Replace county street signs with attractive new signs. Review the conversion of overhead utility distribution system to an underground system. Develop plan to continue landscape along the railroad tracks to create barrier along City limits. Eliminate bus bench advertising and replace with more attractive benches. Replace bus shelters with more attractive and user friendly units. Develop 5 Year Capital Improvement Program. Assess and evaluate City's infrastructure (roads, sidewalks, bikepaths, drainage, irrigation system, utility system). Prepare Capital Improvement Program to include needed projects and funding plan to improve the City's infrastructure. Review private roads for possible conversion to the City if standards can be met Develop plan for providing additional street lighting. Review possibility of establishing Stormwater Utility Fund to address drainage problems throughout the city. Address safety concerns along bike/walkway paths. · Continue to explore alternatives to providing traditional local government services. The residents of the City deserve quality municipal services provided in a productive and efficient manner at the lowest possible cost. They also deserve planning and proper justification when a budget is proposed. I believe the budget contained within does all of this. 3 Budget In Brief The preparation of the 1996/97 operating budget document creates a foundation to address operational and capital growth needs on a planned basis. The document points out various problems that face the City and provides solutions to those problems. The budget emphasizes a professional and conservative fiscal approach. A great deal of progress has been made to establish the foundation and invent the government structure which to build on the future. The decisions made today will dictate the community's commitment to maintain and improve the quality of life for all residents. Such commitment requires teamwork on behalf of the City Council, City Administration, all employee? and, most important, the residents. The total proposed budget for 1996197, including all funds, capital outlay and debt service, is $20,175,941. Operating expenditures total $6,356,641. Capital Outlay expenditures total $12,815,300 and Debt Service Expenditures are $1,004,000. Individual fund budget amounts are as follows: Fund Summary FUND PROPOSED AMOUNT % OF BUDGET General $9,170,941 45.4% Police Education 1,000 .1% Debt Service 1,004,000 5.0% Capital Construction 10,000,000 49.5% Funds Summary Millions 12 10 8 6 4 2 0 Budget In Brief 4 Expenditures by category are as follows: Category Summary CATEGORY PROPOSED AMOUNT Personal Services Contractual Services Other Charges & Services Commoditie's Other Operating Expenses Capital Outlay Debt Service $2,864,646 2,292,500 910,480 171,215 117,800 12,815,300 1,004,000 TOTALS $ 20,175,941 Category Summary % OFBUDGET 14.2% 11.4% 4.5% 0.8% 0.6% 63.5% 5.0% 100.0% Capital Outlay 63.5% ng Expenses 0.6% 4.5% Department City Council Office of the City Manager Finance Support Services Legal City Clerk Public Safety Community Development Community Services Non-Departmental Capital Outlay Debt Service TOTALS Budget In Brief Operating Department Summary PROPOSED AMOUNT $73,489 304,693 418,071 154,500 110,233 3,116,574 560,930 1,078,152 540,000 12,815,300 .~1,004,000 $ 20,175,941 5 % OF BUDGET O,4% 1,5% 2,1% 0,8% 0.5% 15,4% 2.8% 53% 63.5% 5.0% 100.0% The total number of employees in the General Fund is 84, compared to the star/up figure of 23 budgeted in the 1995/96 fiscal year. The per capita number of employees is significantly lower than adjacent municipalities. This is due to the City's emphasis on privatizing major functions of City services for greater productivity. Position additions are as follows:. 1. Public Safety Department - the budget includes the necessary positions to establish a highly ¥isible and quality community oriented police department that will enhance the community's security. A total of 53 positions are included. Of that number, 40 will be sworn officers. The department will provide a full range of services including criminal investigations, preventive patrol, bike patrol, crime prevention, traffic enforcement and dispatch functions. The department will be phased in beginning in April 1997. Until that time the City will continue to utilize the services of the Metro Dade Police Department. 2. Community Development Department - Added 5 new positions (Chief Building Official, Permit Clerk, Clerk Typist, Executive Assistant and Planner) to establish a full service department. Code Enforcement and issuance of occupational licenses will begin in October 1996. Building inspections, issuance of permits and plan review will be phased in over the first 3 to 4 months of the fiscal year. 3. Community Services Department - Added 3 new positions. Maintenance Superintendent, Cultural/Recreation Superintendent and a part-time maintenance worker were included to provide maintenance, transportation and recreation services on a quality basis. Finance Support Services Department - Added Purchasing Technician position and Information Systems Technician to respond to internal support service functions. These positions are vital to the information management needs of the organization and purchasing and contractual oversight functions of the City. A great deal of effort was made to fund long neglected capital projects in the City such as beautification and landscape projects, safety concerns along bike/walkway paths, and improvements to the City's infrastructure. A five year Capital Improvement Program to address the City's infrastructure on a long term basis will be prepared by May of 1997. A total of $2,815,300 has been budgeted in the General Fund for Capital Outlay. Major emphasis was placed on road resurfacing, sidewalk construction, drainage improvements, equipment and vehicle purchase. Major capital outlay items, that are recommended in the General Fund, are as follows: · Beautification projects $270,000 · Walkways/Sidewalks 8,5,000 · Safety improvements 85,000 · Bus shelters/benches 85,000 6 Budget In Brief · Road resurfacing 50,000 · Drainage improvements 75,000 · Lighting improvements 50,000 · Equipment 190,500 · Computer Equipment 480,500 · Vehicles 591,000 SUMMARY OF EXPENDITURES BY DEPARTMENT GENERAL FUND % of 1996/97 Budget GENERAL GOVERNMENT City Council Office of the City Manager Finance Support Services Legal City Clerk Total Gen. Gov't $ 73.489 304,693 418,071 154,500 110,233 $1,060,986 0.8% 3.3% 4.6% 1.7% 1.2% 11.6% PUBLIC SAFETy_ Police Comm. Development Totat Public Safety $3,115,574 560,930 $3,676,504 34.0% 6.1% 40.1% COMMUNITY SERVICES Total Community Services OTHER NON-DEPARTMENTAL $1,078,152 11,8% Non-Departmental Capital Outlay Total other Non-Dept. $540,000 2,815,300 $3,355,3OO 5.9% 30.7% 36,6% TOTAL $9,170,942 100.0% Community Development 6,1% Public Saf?y 34.0% City Clerk t .7% Finance Support Servic 4.6% - City Manager' Office 3.3% ,Council 0.8% Community Services 11.8%- Non Departmental Capital Outlay 30.7% Budget In Brief Where Your Tax Dollar Goes City of Aventura 9.4% School Board 43.9% So. Florida Water Mana 2,4% Inland Navigation Dist 0.2%= Everglades Project 0.4% / Metro Dade 43.7% Budget In Brief 8