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07-17-2003Cf_tv C~mm~,~ Jeffrey M. Perlow, ~ayor Zev Auerbach Jay R. Beakin Ken Cohen Bob Diamond Manny Grossman Harry Holzberg Eric M. Soroka Teresa M. $oroka~ CMC City Attome? Wei~s Serota Helfman Pastoriza Guedes Cole & Boniake AGENDA COMMISSION MEETING JULY 17, 2003 - 10:00 AM 19200 West Country Club Drive Aventura, Florida 33180 q. CALL TO ORDER/ROLL CALL 2. OVERVIEW AND REVIEW OF PROPOSED BUDGET A. GENERAL FUND · REVENUES · GENERAL GOVERNMENT DEPARTMENTS (CITY COMMISSION, OFFICE OF THE CITY MANAGER, FINANCE SUPPORT SERVICES, LEGAL, CITY CLERK) · PUBLIC SAFETY DEPARTMENT · COMMUNITY DEVELOPMENT DEPARTMENT · COMMUNITY SERVICES DEPARTMENT · NON-DEPARTMENTAL · CAPITAL OUTLAY MOTION TO ADOPT RESOLUTION TO ESTABLISH TENTATIVE MILLAGE RATE A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, ESTABLISHING A PROPOSED MILLAGE RATE FOR THE 2003/04 FISCAL YEAR; PROVIDING FOR THE DATE, TIME AND PLACE OF THE PUBLIC HEARING TO CONSIDER THE PROPOSED MILLAGE RATE AND TENTATIVE BUDGET; AND PROVIDING FOR AN EFFECTIVE DATE. C. POLICE EDUCATION FUND D. TRANSPORTATION AND STREET MAINTENANCE FUND E. POLICE CAPITAL OUTLAY IMPACT FEE FUND F. PARK DEVELOPMENT FUND G. DEBT SERVICE FUNDS H. STORMWATER UTILITY FUND I. POLICE OFF-DUTY SERVICES FUND 3. RESOLUTION: A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, APPROVING AGREEMENT BETWEEN THE CITY AND FLORIDA POWER AND LIGHT ("FPL") CONCERNING PENDING RELOCATION OF FPL FACILITIES TO CITY RIGHT OF WAY AND ANY POTENTIAL FUTURE RELOCATION OF FPL FACILITIES FROM CITY RIGHT OF WAY LOCATED AT THE LOEHMANN'S FASHION ISLAND AND APPROVING AND ACCEPTING RELATED DECLARATION OF RESTRICTIONS BY THE PRUDENTIAL INSURANCE COMPANY OF AMERICA, SO AS TO FACILITATE FPL UTILITY RELOCATION WHICH IS NECESSARY TO THE DEVELOPMENT OF THE TOWN CENTER PURSUANT TO RESOLUTION NO. 2002-46; PROVIDING FOR EFFECTIVE DATE. 4. ADJOURNMENT This meeting is open to thc public. One or more members of the City of Aventura Advisory Boards raay be in attendance. In accordance with the Americans with Disabilihcs Act of 1990, all persons who are disabled and who need special accommodations to participate in this meeting becausc of that disability should contact thc Office of the City Clerk, 305466-8901, not later than two days prior to such procccding. Anyone wishing to appeal any decision made by the Aventura City Cormnission with respect to any matter considered at such mcetin8 or b~aring will nceda record of thc proceedings and, for such purpose, may nccd to ensure that a verbatim record of the proceedings is made, which record includcs thc testimony and evidence upon which the appeal is to be based. Agenda items may be viewed at the Office of thc City Clerk, City of Aventura Government Center, 19200 West Country Club Drive, Aventura, Florida, 33180. Anyonc wishing to obtain a copy of any agenda item should contact the City Clcrk at 305-466-8901. 2 CITY OF AVENTURA OFFICE OF THE CITY MANAGER MEMORANDUM TO: FROM: DATE: SUBJECT: Eric M. Soroka, ICMA-CM, July 10, 2003 Proposed 2003/04 Fiscal Year Budge~ Attached hereto please find the proposed 2003/04 Operating and Capital Budget. The meeting date regarding the budget is as follows: Date Time Subiect Place July 17 10:00 A.M. Budget Review Government Center The meeting on July 17 was scheduled to review the budget submitted by the City Administration and to adopt the tentative millage rate as required by State Statute. Commission members are encouraged to ask questions or discuss concerns with this office prior to the budget review meeting. After the review meeting, the budget document will be resubmitted in final form to indicate Commission approved figures and will be utilized for the two Public Hearings. The public hearing dates will be established at the July 17, 2003 meeting. The public hearing dates provide the residents the opportunity to express their views and provide input on the proposed budget. If you have any questions, please feel free to contact me. EMS/aca Attachment cc: Department Directors City Attorney CC01207-03 of PROPOSED OPERATING AND CAPITAL BUDGET FISCAL YEAR 2003/04 OPERATING AND CAPITAL BUDGET FISCAL YEAR 2003/04 CITY OF AVENTURA CITY COMMISSION Mayor Jeffrey M. Perlow Commissioner Zev Auerbach Commissioner Jay R. Bsskin Commissioner Bob Diamond Commissioner Ken Cohen Commissioner Manny Grossman Commissioner Harry Holzberg CITY MANAGER Eric M. Soroka DEPARTMENT DIRECTORS Weiss Serota Helfman PastoHza & Guedes, P.A., City Attomey Harry M. Kilgore, Finance Support Services Robert M. Sherman, Community Services Teresa M. Soroka, City Clerk, CMC Thomas Ribel, Police Chief Joanne Cart, Planning Director Noe Martinez, Building Director/Official Dr. Katherine Bray Murphy, Charter School Principal CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2003~04 TABLE OF CONTENTS TOPIC City Manager's Budget Message Organization Chart Adopting Ordinance SUMMARY OF ALL FUNDS GENERAL FUND Summary Revenue Estimates Expenditures: City Commission 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 TRANSPORTATION AND STREET MAINTENANCE FUND POLICE CAPITAL OUTLAY IMPACT FEE FUND PARK DEVELOPMENT FUND DEBT SERVICE FUNDS CAPITAL CONSTRUCTION FUNDS STORMWA TER UTILITY FUND POLICE OFFDUTY SERVICES FUND PAGE NO. I -XVI 1 4 6 12 15 21 28 32 37 45 51 58 61 65 67 78 88 97 101 APPENDIX 103 City of Aventura Government Center 19200 West Country Club Drive Aventura, Florida 33180 Office of the City Manager The Honorable Mayor and City Commission City of Aventura Aventura, Florida 33180 RE: 2003/04 Budget Message Members of the City Commission: 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 alt funds for the fiscal year beginning October 1, 2003, for your review and consideration. The budget document emphasizes a professional and conservative fiscal approach. This document also represents the single most important report presented to the City Commission. It is primarily intended to establish an action, operation, and financial plan for the delivery of City services. This budget continues to build upon the solid foundation created in the past to provide quality municipal services that our residents deserve and expect to fulfill the dream of creating this great City. Importantly, it also serves as an aid to the residents in providing a better understanding of the City's operating and fiscal programs. This government promotes and supports a high quality of life for its citizens, businesses and visitors. Bud.qet 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. A separate budget document for the Charter School is adopted by the City in June of each year. The budget is a performance based plan that links goals and objectives with th~ financial resources necessary to achieve them. In order to ensure that goals and objectives established in the budget planning process are translated into results, the resources allocation process is tied to performance. The budget document contains. performance/workload indicators to facilitate this process. Every effort was made t? provide a budget document that can be fully reviewed and justified to the City Commission and residents. The preparation of the budget document marks a continued commitment to a planned and professional process of developing a budget that wiff address both current and future issues facing the City, providing adequate service levels and the necessary justification to support all expenditure requests. PHONE: 305466-8910 · FAx: 305466-8919 www. cityo faventura.com 2003/04 Budt:let Priodtle~/Goata The following represents the pre-established priorities and goals that provided a framework for the preparation of the 2003/04 Budget Plan. In many areas the budget contains resources to address and accomplish the pm cstablished priorities and goals. Open and operate the Charter Elementary School in August 2003 to serve the growing school age population of the City. Expand racraational opportunities for all age groups at the new community recreation center and implement self funding summer recreation program. Begin construction on new NE 31'~ Avenue Park and expanded Waterways Park to provide more recreational and open space opportunities in the community. Improve Citywide Shuttle Bus Service by adding a new route and continue expanded service hours. Improve traffic management by integrating video monitoring devices at key intersections throughout the City. Continue the Lease Book Program to address improvements to the book collections and business materials at the Northeast branch of the Miami-Dade Library system. Provide funding to maintain newly landscaped areas and continue to provide a high quality maintenance program. Continue to implement technology enhancements that develop our "Electronic Government" to allow the public to interact more easily and conveniently with the City and to automate City operations. Implement and fund the City's Capital Improvement Program. Provide resources to address significant increases in liability insurance and employee health insurance costs Si!:lnificant Factors Affectina Bud(~et Preparation Although the City's economic base continues to be strong, as witnessed by a 13% increase in the tax base, nationally these ara still uncertain economic times. The budget reflects this uncertainty with a conservative approach that limits the number of new positions and continues to outsource services to the private sector. This upcoming year the City will begin two new areas of service to the residents; a Charter Elementary School and the opening of the NE 31't Avenue Park. The costs of operating the recently opened Community Recreation Center on an annual basis are also included in the budget for the first time. Mirroring national industry trends we will experience significant increases in both insurance and workers' compensation premiums. In spite of these limitations the budget does not contain a tax increase and continues to expand services to the community. The residents of the City deserve quality municipal services provided in a productive and efficient manner at the lowest possible cost. They also deserve proper justification when a budget is proposed. I believe the budget contained within does all of this. In its II short history, the City government has gained a reputation for providing quality services in a professional manner while emphasizing a customer service focus. By privatizing and outsourcing many services the City has stabilized costs and emulated a business like approach. Over the past 8 and half years, a great deal of progress has been made to accomplish the goals of incorporation and to improve the quality of life for our residents. This budget includes important projects that address more parks and recreational opportunities for our changing younger population and as well important projects to address transportation improvements in terms of facilitating traffic flow in the City and expanded shuttle bus service. ~ummary of All Budaetarv Funde The total proposed budget for 2003/04, including all funds, capital outlay and debt service, is $35,208,079. This is $10,197,537 less compared to the prior year. The decrease is attributed to the completion of major capital projects including the Community Recreation Center and Charter Elementary School. Operating expenditures total $17,476,496. Capital Outlay expenditures total $15,015,173 and Debt Service expenditures are $2,716,410. Fund Summary By Amount Milaon$ 3O 25 2O 15 10 Individual fund budget amounts are as follows: FUND General Police Education Transportation Police Impact Fee Park Development Debt Service Stormwater Utility Police Offduty Services PROPOSED AMOUNT $29,423,657 4,390 1,307,500 91,000 400,000 2,716,410 965,122 300,000 mG~fleml IIDeb~ Se~ · Police Offduty Servlcee · Police Impe~ Fee · Police Educatio~ % OF BUDGET 83.5% .1% 3.7% .3% 1.1% 7.7% 2.7% .9% Fund Summary By Percentage 2.7% Expenditures by category are as follows: Cateeory Summary CATEGORY Personal Services Contractual Services Other Charges & Services Commodities Other Operating Expenses Capital Outlay Debt Service TOTALS PROPOSED AMOUNT $10,554,762 3,910,900 2,451,300 379,044 180,490 15,015,173 2.716.410 $ 35,208,079 Con.actual ~ervicel 11.1% % OF BUDGET 30.0% 11.1% 7.0% 1.1% 0.5% 42.6% 7.8% 100.0% Other Cha~ges & ~ervice~ Commodltf~es % Personal Services 30.0% Debt Service 7.7~ IV Capital Outlay 42.6% The following chart shows a comparison of the department's budgets for the past two years. Total costs decreased by 22.3%. Deoartmental Bud.et Comparison Increase 2002/03 2003/04 ~Decrease) % Chan~e City Commission $106,306 $106,493 $ 187 0.2% Office of the City Manager 560.360 810,742 50,382 9.0% Finance Support Services 924,273 1,058,134 133,861 14.5% Legal 208,000 233,000 25,000 12.0% C~ty Clerk 219,877 218,719 (1,158) (0.5%) Public Safety 7,890,807 8,679,641 788,834 10.0% Community Development 1,482,551 1,502,551 20,000 1.3% Community Services 3,478,826 4,017,816 538,990 15.5% Non-Departmental 989,000 1,049,400 60,400 6.1% Subtotals $15,860,000 $17,476,496 1,616,496 10.2% Capital Outlay 16,830,431 6,575,750 (10,254,681) (60.9%) ClP Reserve 9,894,716 8,439,423 (1,455,293) (14.7%) Debt Service 2,710,469 2,716,410 5,941 0.2% Totals $44,295,616 $35,208,079 $(10,087,537) (22.3%) GENERAL FUND The General Fund is used to account for resources and expenditures that are available for the general operations of city government functions. Revenues The revenues, available for allocation in the 2003/04 Fiscal Year General Fund Budget, including inter-fund transfers, are anticipated to be $32,642,057. This is an increase of $2,139,269 or 7.0% compared to last year. The increase is primarily associated with additional revenue realized from an expanding tax base generated by residential and commercial growth. Locally Levied Taxes - The amount anticipated for ad valorem taxes includes no increase and again adopts the same Unincorporated Municipal Services Area (UMSA) rate as adopted by the County for the 1995/96 fiscal year. This represents the eighth year without an increase. The ad valorem millage levy for fiscal year 2003/04 will be 2.2270. This will generate $10,009,043 and will be the lowest municipal tax rate in the County. The City experienced a 13% increase in the taxable assessed property values. This can be attributed to continued growth in the commercial and residential tax base. The budget includes $1,840,000 from FPL franchise fees based on the Interlocal Agreement with the County. Anticipated franchise fees, utility taxes and unified communications tax make up the remainder of this category and are based on growth in the number of residential and commercial establishments located in the City. v Fund Summary By Percentage Licenses and Permits - The amounts for this revenue category are projected to be $1,675,000. City Occupational Licenses and building permits are the major sources of revenue. No increase when compared to the pdor fiscal year. Inter,qovemmental Revenues - Total revenues for this category are projected to increase by $57,000 compared to the amount budgeted for 2002/03. The increase is related to increased amounts from state shared and sales tax revenues. Charces For ~erviqes - Revenues relating to charges for services are anticipated to be $112,400 more than the prior year's budget. This is primarily due to new revenue from the proposed summer recreation program, sponsorships for Founders Day events and Community Recreation Center fees. Fines and Forfeitures - Total revenues projected for 2003/04 are $165,000. Revenues from County court fines and code violations are included in this category. Miscellaneous Revenues - Projected revenues are anticipated to be $119,000 less than the amount budgeted for the pdor fiscal year due to lower rates associated with interest earnings. Fund Balance - This represents under estimates of available resources, and unspent appropriations from the 2(X)2J03 budget. This amount is anticipated to be $9,719,000. Non-Revenues - This represents transfers from the Street Maintenance Fund and Stormwater Utility Fund to the General Fund. Revenues by Source Expenditures The estimated 2003/04 General Fund expenditures contained within this budget total $32,642,057 and are balanced with the projected revenues. Total expenditures are $2,139,269 or 7.0% higher than the 2002/03 fiscal year amount. The operating expenditures have increased by $1,603,496, or 10.4% compared to the prior year. CATEGORY SUMMARY CATEGORY Personal Services Contractual Services Other Charges & Svcs. Commodities Other Operating Expenses Total Operating Expenditures Increase % 2002~03 2003~04 (Decrease) Change $9,109,666 $10,254,762 $1,145,096 12.6% 3,523,000 3,716,900 193,900 5.5% 2,221,450 2,451,300 229,850 10.3% 345,044 379,044 34,000 9.9% 175,450 181,100 5,650 3.2% $15,374,610 $16,978,106 1,603,496 10.4% Capital Outlay Transfer to Funds Total Expenditures 13,623,608 13,415,065 (208,543) (1.5%) 1,504,570 2,248,886 744,316 49.5% $30,502,788 $32,642,057 $2,139,269 7.0% Personal Services Personal Services expenditures for all employees have been budgeted to reflect a 3.5% cost of living adjustment and a performance/merit increase amount that averages 3% per employee. The performance/merit program is based on a formal evaluation of each employee and rewards accomplishments and performance rather than tenure. The total number of employees is 172 (108 employed in the Police Department) compared to 160 in 2002/03 fiscal year. One additional full-time employee was added in the Finance Support Services Department which was offset by a reduction of one unfilled Customer Service Representative position in the Community Development Department. Twelve part-time seasonal counselor positions were added in the Community Services Department. 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. Personal Services expenditures increased by 12.6%. A major impact is attributed to increased health insurance costs ($377,000) workeCs compensation ($46,000) and increased pension contributions ($105,000). Position additions are as follows: · Finance Suppor~ Services Department - Added 1 Website/Communications Specialist to address the growing demands of providing technology enhancements that develop our "Electronic Government" strategy via the City's Website, Cable Government Channel, and proposed community Radio Station. During the past year the use of the City's Website has grown dramatically and VII four new applications were implemented that interface with the website. We can no longer maintain the site on a part-time basis. This position will also assist in providing support for the City's internal MIS programs. Community Sen/ices Department - Twelve part-time seasonal Counselor positions were added to provide the proposed Summer Recreation Program. The additional cost will be offset by fees charged to participants. OperatinQ Exr)enses The expenditures for contractual services are budgeted at $3,716,900 or 11.4% of the General Fund budget. This is $193,900 more than the prior year. This can be attributed to the increased costs associated with maintaining the new park and newly landscaped areas. Expenditures for other charges and services are budgeted at $2,451,300, which represents 7.6% of the total budget. This category increased by $229,850 largely due to increased insurance costs, equipment maintenance cost, summer recreation and special events. Expenditures for commodities are budgeted at $379,044, which represents 1.2% of the total budget. Total costs associated with other operating expenses are budgeted at $176,100 which represents .6% of the total budget. Capital Outlay This budget incorporates projects included in the first year of City's five year Capital Improvement Program for 2003 - 2008. The ClP defines a long term plan of proposed capital expenditbres to address infrastructure needs and the maintenance of a desirable high quality of life. Major emphasis was placed on beautification and landscape projects. A total of $4,978,860 has been budgeted in the General Fund for Capital Outlay projects along with a $8,436,205, reserve to fund future projects, Major capital outlay items, which are included · Waterways Park Improvements $3,000,000 · NE 31Avenue Park Development 600,000 · Beautification Projects 548,000 · · Police Vehicles 311,600 · · Computer Equipment 210,150 in the General fund, are as follows: Radio Purchase & Replacement 115,000 Community Center improvements 87,000 Vehicles & Equipment 65,000 Lighting Improvements 35,110 Aventura Founders Park Improve. 7,000 Expansion of Services The budget includes funds to expand City provided services as follows: · Transit Systems Expansion - Funding to expand operating hours and provide for a new route. Additional cost -$177,000 · Maintain Newly Landscaped Areas at a High Standard. Additional cost - $150,000. · Summer Recreation Program - Additional cost - $41,000. · Open new 31"t Ave Park - Additional cost $39,000 VIII SUMMARY OF EXPENDITURES BY DEPARTMENT 2002/03 GENERAL GOVERNMENT City Commission $106, 306 Office of the City Manager 560,360 Finance Support Services 924,273 Legal 208,000 City Clerk 219.877 Total Gen. Gov't $2,018,816 GENERAL FUND Increase 2003/04 (Decrease) %ChanRe PUBLIC SAFETY Police Comm. Development Total Public Safety $106,493 $ 187 0.2% 610,742 50,382 9.0% 1,058,134 133,861 14.5% 233,000 25,000 12.0% 218,719 (1,158) (0.5%) $2,227,088 $208,272 10.3% $7,475,417 $8,375,251 899,834 12.0% 1,482,551 1.502.551 20,000 1.3% $8,957,968 $9,877,802 919,834 10.3% $3,823,816 414,990 12.2% COMMUNITY SERVICES Total Community Services $3,408,826 $1,049,400 60,400 6.1% 2,248,886 744,316 49.5% 13,415,065 (208,543) (1.5%) $18,713,351 596,173 3.7% OTHER NON-DEPARTMENTAL Non-Departmental $989,000 Transfer to Funds 1,504,570 Capital Outlay 13,623,608 Total other Non-Dept. $16,117,178 $30,502,788 $32,642,057 $2,139,269 TOTAL 7.0% ~l Ore,ay Comm. 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 $4,390 is anticipated in revenue for 2003/04. The amount budgeted for expenditures will be used for various state-approved training programs throughout the year. Tranar)ortation and Street Maintenance Fund This fund was established to account for restricted revenues and expenditures which by State Statute and County Transit System Surtax Ordinance are designated for transportation enhancements, street maintenance and construction costs. Expenditures will either be accounted for in the General Fund by designating specific expenditure accounts in the Community Services Department and the Capital Improvement Program or in this fund by designating specific operating line items or Capital projects. Revenues are projected to be $1,307,500 for 2003/04. The new County Transit System Surtax is estimated to generate $735,000. The funds will be used to provide enhanced transit system services, street lighting improvements and transportation system improvements. Police Ca=ital Outlay Impact Fee Fund This fund was created to account for impact fees derived from new developments and restricted by ordinance for Police capital improvements. This fund provides a funding source to assist the City in providing police services required by the growth in the City. The proposed Police Capital Outlay Impact Fee Fund for 2003/04 is $91,000. Major capital outlay items include equipment purchases for the Police Department required by growth. park Development Fund This fund is used to account for revenues and expenditures specifically earmarked for capital improvements to the City's park system. The fund will account for impact fees derived from new developments and grant funds restricted by Ordinance for Park capital improvement projects, The proposed Park Development Fund for 2003/04 is $400,000. This amount will assist in the construction of the expanded Waterways Park Debt ,~,ervice Funcl~ These funds were established to account for revenues transferred from the General Fund and debt service payment expenditures associated with the long term financing of the following bonds and loans: x FMLC 1999 Debt Service Fund - Established for the purchase of Founders Park, and the permanent Government Center site and construction of the Government Center. The proposed budget for 2003/04 is $1,366,768. 2000 Loan Debt Service Fund - Established for the construction of the Community Recreation Center and the acquisition of Waterways Park. The proposed budget for 2003/04 is $510,569. 2002 Loan Debt Service Fund - Established for the acquisition of the property for the Charter School and partially fund the Community Recreation. The proposed budget for 2003/04 is $396,507. FIFC Loan Debt Service Fund - Established for the construction and equipment of the Charter Elementary school. The proposed budget for 2003/04 is $442,565. The total budget for all Debt Service Funds is $2,716,410, which is $5,941 more than last fiscal year. Capital Construction Funds These funds were established to account for bond and loan proceeds and expenditures associated various capital improvement projects. All projects are scheduled to be complete prior to the end of fiscal year 2002/03, therefore a zero budget is anticaipted for next year. This is $12,324,525 less than last fiscal year. Stormwater Utility Fund This fund is used to account for revenues and expenditures specifically earmarked for the construction and maintenance of the City's stormwater drainage system. Maintenance expenditures will be accounted for in the General Fund by designating specific expenditure accounts in the Community Services Department. Transfers to the General Fund will be made to reimburse the fund for actual expenditures made from the designated expenditure accounts and repay funds loaned to this fund in prior fiscal years. This amounts to $396,904. Capital improvements to the drainage system will be funded directly from the Stormwater Utility Fund in the amount of $565,000. A reserve account to assist in funding future projects was established in the amount of $3,218. Revenues are projected to be $965,122 for 2003/04. It is recommended that the current rate of $2.50/ERU be maintained. Police Offduty Services, Fund This Fund was established to account for revenues and expenditures associated with services provided by off duty Police Officers in private customer details to the various businesses and condominium associations. The proposed Police Services Fund for 2003/04 is anticipated to be $300,000. XI Summary I am pleased to submit the detailed budget contained herein for Fiscal Year 2003/04. The budget reaffirms the City Commission's commitment to developing a strong financial base for the City while maintaining the lowest tax rate in Miami-Dade County. Overall, the proposed budget maintains the quality and level of services currently provided to the community. However, increases in services to the community are also included in the budget. This budget document and its related policies represent our continued commitment to excellence and to our residents. Some of the major points emphasized, in the proposed budget, are as follows: · For the eighth year, no property tax increase. Adopts 1995 County UMSA millage rate of 2.2270. Expanded recreational opportunities for all age groups at the new community recreation center and implementation of summer recreation program. Provides funding to construct and open new NE 31~t Avenue Park and construct expanded Waterways Park to provide more recreational and open space opportunities !n the community. Improves Citywide Shuttle Bus Service by adding a new route and continues expanded service hours. Traffic improvements are addresses from additional tuming lanes to street light and sign improvements. Proposes to improve traffic management by integrating video monitoring devices at key intersections throughout the City. Provides for $6,579,750 worth of capital improvements and $8,439,423 ClP reserve. 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. Continues Lease Book Program to address improvements to the book collections and business materials at the Northeast branch of the Miami-Dade Library system. Continues to implement technology enhancements that develop our "Electronic Government" to allow the public to interact more easily and conveniently with the City and to automate City operations. XII Special Events such as July 4th, Founders Day, Veterans Day, Arbor Day, as well as cultural programs and recreational activities are included. Provides resources to address $463,000 increase in insurance and worker's compensation costs. Continues contracting most maintenance functions, engineering and inspection services to the private sector. Provides funding for increased costs associated with maintaining newly landscaped areas. · Funds police equipment needs from laptop computers to new police vehicles in the amount of $647,000. · Includes $565,000 to fund drainage and road improvements on Yacht Club Way and the installation of the NE 213th street connector for the Hospital district. 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 Commission meeting will be held on July 17, 2003 to review in detail, the proposed budget document. EMS/aca Xlll Tax Rate Comparison The City of Aventura has one of the lowest tax rates in Miami-Dade County. The following table compares the tax rates of the cities located in Miami-Dade County: Aventura 2.2270 Pinecrest 2.4000 UMSA 2.4470 Bal Harbour 2.9600 Miami Lakes 3.0570 Sunny Isles 3.3500 Sweetwater 3.4487 Key Biscayne 3.6060 Virginia Gardens 4.8430 Bay Harbor Island 5.0000 Surfside 5.6030 Coral Gables 5.8410 Hialeah Gardens 6.1200 North Bay Village 6.2123 South Miami 6.3730 Hialeah 7.5280 Medley 7.8000 Biscayne Park 8.2000 Miami Shores 8.2651 West Miami 8.4950 Homestead 8.5000 Golden Beach 8.5900 El Portal 8.7000 Miami Springs 8.7440 North Miami 8.7710 Florida City 8.9000 North Miami Beach 9.0948 Miami Beach 9.5160 Opa Locka 9.8000 Islandia 10.000 Miami 10.5680 Indian Creek 10.7000 XIV Where Your Tax Dollars Go City of Aventura 10.3% School Board 42.7% So. Florida Water Man. 2.8% Inland Everglades Project 0.5% Metro Dade 43.5% Ol~gankation Chmt CITY OF AVENTURA Legal Sewicos I Polico Patrol Community Rela~ons Cdminel invesligalions Traffic Enforcement Emergency Preparedness C~ Manager Planning Zoning Building Inspections Code Enforcement Economic Development Occupational Licenses Minutes Records Reten~on Clerical Support I Fimm~/Support S~vk~s FinanceJAccoun~ng Purchasing Risk Management Inform~on Management Personnel Community s~vw Community Fadlities Parks/Beautification ROW/Median Maim. Public VVorks Mass Transit Spedal Events Recre~on/Cultuml Our Mission Statement O~r mission isto join with OUr ¢omnmnity to make Aventura a city of the highest quality and a city of exceileace. We do this by providin~ RESPONSIVR, COST EI~-,L-J'J~ )u%q) INNOVATIVE local government seiwices. )(VI SUMMARY OF ALL FUNDS CITY OF AVENTURA 2003~04 OPERATING & CAPITAL OUTLAY REVENUE PROJECTIONS 901 1t0 120 140 170 230-290 320-390 410 62O General Fund Police Education Fund Street Maintenance Fund Police Impact Fee Fund Park Development Fund Debt Service Funds Capital Construction Funds Stormwater Utility Fund Police Offduty Services Fund SUBTOTAL REVENUES Interfund Eliminations TOTAL REVENUES 21,014,865 $ 32,419,677 $ 30,502,788 20,895 9,962 4,390 773,224 755,494 923,500 301,269 181,808 109,0~O 1,359,176 1,734,168 578,818 2,234,778 2,191,437 2,710,468 10,018,657 11,624,974 12,324,525 850,286 1,898,477 930,433 357,900 3t 4,204 411,000 24,287,541 $ 32,642,057 2,127 4,390 318,655 1,307,500 122,922 91,000 826,370 400,000 1,838,605 2,716,410 460,079 965,122 140,201 300,000 36,931,050 51,130,202 48,490,723 39,632,827 38,426,479 (2,803,360) (2,735,873) (3,085,107) (1,368,452) (3,218,400) EXPENDITURES Operating Expenditures: City Commission Office of Ute City Manager Finance Support Services Legal City Clerk Public Safety Community Development Community Services Non ~ Departmental 85,868 $ 108,036 $ 106,306 529,874 540,955 560,360 759,538 802,824 924,273 237,330 323,789 208,000 218,298 239,423 219,877 6,392,876 8,850,581 7,890,807 2,204,907 2,482,818 1,482,551 3,102,497 3,600,234 3,478,826 725,435 720,000 989,000 $ 52,934 $ 106,483 284,117 610,742 456,883 1,058,134 75,117 233,000 107,156 218,719 3,700,147 8,679,641 704,687 1,502,551 1,714,241 4,017,816 519,320 1,049,400 Proposed Budget 2003/04 Page 1 Capital Outlay City Commission Office of the City Manager Finance Support Services Legal City Clerk Public Safety Community Development Community Services Non - Departmental ClP Reserve Non - Departmental: Transfer To Funds Debt Service 0 25,414 8 0 414,678 28,732 3,250,172 7,478,714 0 1,868,330 $ 3,192 173,431 0 2,286 858,387 415 6,280,554 5,067,858 0 $ $ $ 0 0 113,418 10,330 0 0 0 0 777,408 468,934 18,550 0 9,871,055 3,465,279 6,250,000 1,751,555 9,894,710 0 $ $ 110,000 $ $ 1,866,440 2,710,468 1,248,253 4,000 62,500 0 3,000 647,600 35,050 5,823,000 0 8,,439,423 2,716,410 Proposed Budget 2003/04 Page 2 CITY OF AVENTURA 2003/04 OPERATING & CAPITAL OUTLAY 1000/2999 3000/3999 4000/4999 500015399 540015999 Personal Services Contractual Services Other ChargeslSvcs Commodities Other Operating Expenses 7,661,134 $ 8,422,415 $ 9,520,669 $ 4,479,250 $ 10,554,762 3,992,171 4,533,104 3,593,000 1,641,t14 3,910,900 2,109,996 2,116,917 2,221,450 1,2t7,815 2,451,300 354,497 357,371 345,044 180,378 379,044 138,825 239,452 179,840 96,045 180,490 6000/6999 7000/7999 8000~9999 Capital Outlay $ 11,197,711 $12,186,223 $ 26,725,147 $ 5,694,098 $ 15,0t5,173 Debt Service 1,869,330 1,666,440 2,710,469 1,248,253 2,716,410 Transfer To Funds o o 11o,ooo COMPARATIVE PERSONNEL SUMMARY 2000/01 2001102 2002/03 2003~04 City Commission 7 7 7 7 Office of rite City Manager S 5 S 5 Finance Support Services 9 10 10 11 Legal 0 0 0 0 City Clerk 2 2 2 2 Public Safety 95 107 108 108 Community Development 11 12 12 11 Community Services 17 17 16 28 Proposed Budget 2003~4 Page 3 GENERAL FUND CITY OF AVENTURA SUMMARY OF BUDGET 2003104 OPERATING & CAPITAL OUTLAY REVENUE PROJECTIONS Current Revenues Transfers Carryover TOTAL REVENUES $ 20,281,324$ 22,523,985$ 19,880,100$ 13,884,810$ 21,953,543 733,641 914,540 1,140,~37 670,268 969,614 0 8,981,162 9,372,161 9,832,682 9,719,000 EXPENDITURES Operating Expenditures: City Commission Office of the City Manager Finance Support Services Legal City Clerk Public Safety Community Development Community Services Non - Departmental $ 86,868 $ 529,874 769,638 237,330 218,298 6,013,632 2,204,807 3,102,497 720,438 109,036 $ 106,306 $ 82,934 $ 106,493 640,966 660,360 284,117 610,742 802,624 924,273 466,883 1,068,134 323,788 208,000 76,117 233,000 239,423 219,877 107,166 218,718 6,508,464 7,476,417 3,~40,096 8,376,251 2,482,618 1,4~2,691 704,6~7 1,602,861 3,600,234 3,408,826 1,714,241 3,823,816 720,000 989,000 619,320 1,049,400 Capital Outlay Office of the City Manager 0 3,192 0 0 4,000 Finance Support Services 26,414 173,431 113~,18 10,330 62,600 Legal 0 0 0 0 0 City Clerk 0 2,280 0 0 2,000 Public Safety 176,124 909,188 681,582 394,706 366,600 Community Development 28,732 416 18,660 o 30,660 Community Services 2,826,670 4,161,t97 2,840,632 864,471 4,317,110 Non - Departmental 2,920,773 107,923 250,000 06,071 0 ClP Reserve o 0 9,719,426 0 8,436,200 Transfer to Funds 1,362,888 1,848,696 1,604,670 648,064 2,248,886 CITY OF AVENTURA CATEGORY SUMMARY 2003~04 REVENUE PROJECTIONS 310Q00/319999 320000/329999 330000/339999 3400Q0/349999 346000/364699 360000/369999 380000/389999 309900/399999 Locally Levied Taxes 14,171,431 18,994,837 16,460,000 10,968,110 17,483,043 Licenses & Permits 2,624,469 3,360,17t 1,679,000 1,461,433 1,679,000 Intergovernmental Rev, 2,114,834 2,469,693 1,641,000 928,886 1,698,000 Charges for Services 296,013 407,920 670,100 297',616 782,900 Fines & Forfeitures 184,993 171,611 156,000 82,901 166,000 Misc. Revenues 900,034 429,853 299,000 146,796 160,000 Transfer from Funds 733,~41 914,640 1,140,937 970,269 999,614 Fund Balance 0 8,461,192 9,372,181 9,832,662 9,719,000 EXPENDITURES 1000/2999 Personal Services 7,237,o4o 8,083,467 9,109,666 4,319,706 10,264,762 3000/3969 4OO0/4999 9000/6369 640015946 Contractual Services 3,992,171 4,633,104 3,623,000 1,641,114 3,716,900 Other ChargeslSvcs 2,109,996 2,t16,917 2,221,460 1,217,816 2,461,300 Commodities 334,&e? 367,371 346,0,14 180,378 379,044 Other Operating Expense., 123,678 236,193 176,460 96,638 176,100 8000/3946 Capital Outlay $ 6,609,464 $ 4,997,632 $ 13,623,608 $ 1,269,978 $ 13,416,066 Transfer To Funds 1,362,988 1,849,998 1,604,970 648,064 2,248,846 Proposed Budget 2003/04 Page 9 REVENUE ESTIMATES CITY OF AVENTURA REVENUE PROJECTIONS 2003/04 3111000 3112000 3131000 3132000 3134000 3135000 3137100 3138000 3149000 3141000 3142200 3143000 3144000 ~ed Taxes Ad Valorem Taxes-Current Ad Valorem Taxes-Delinquent Franchise Fse-Elect ric Franchise Fee-Telephone Franchise Fee-Gas Franchise Fee-CATV Franchise Fee-Sanitation Franchise Fee-Towing Unified Communications Tax Utility Tax-Electric Utility Tax-Telecommunications Utility Tax-Water Utility Tax-Gas SUBTOTAL 7,397,312 $ 8,227,629 $ 8,818,000 43,086 201,069 7,000 1,818,567 1,706,722 1,787,000 119,486 28,281 48,215 19,761 46,000 97,482 26,901 233,894 237,197 236,000 12,000 1,831,812 1,300,000 2,695,$95 2,847,793 2,890,000 1,241,732 5,431 440,622 443,911 36,439 19,330 450,000 35,000 $ 8,055,168 12,605 112,551 12,882 1,042,210 1,467,012 240,132 25,650 $ 10,009,043 7,000 1,840,000 45,000 240,000 12,000 1,900,000 2,936,000 460,000 36,000 3211000 3221000 3291000 Licenses & Permits City Occupatiorml Licenses Building Permits Engineering Permits SUBTOTAL 862,688 $ 689,783 $ 665,000 $ 696,781 $ 665,000 1,962,921 2,667,877 1,000,000 864,142 1,000,000 8,860 12,511 10,000 10,510 10,000 3312200 3312300 33124~0 3312910 3342001 3~42002 3~43601 3344901 3;347901 3361200 Interoovemmenta! Reveques COPS Federal Grant Victims of Crime Act Federal Grants FEMA Motor Vehicle Theft Prey. Grant Avent. Substance Abuse Prev. Gr. WAP 004 Grant Maintenance Agreement Payment FRDAP Grant State Revenue Sharing $ t67,326 $ $ $ S $6,661 36,123 10,000 103,908 6,608 112,600 204,998 8,729 8,901 16,601 14,373 2,898 10,846 171,114 4,000 211,000 1,222 2,880 2,898 4,339 126,788 4,000 218,000 Proposed Budget 2003/04 Page 6 3361600 3381800 3374000 3377001 3372106 3382000 Alcoholic Beverage License Half Cent Sales Tax FDOT MPO Transit Study Community Policing County Occupational Licenses SUBTOTAL 9,218 6,888 $,000 890 8,000 1,380,765 1,474,926 1,400,000 789,199 1,460,000 800,000 tt,000 0 711 26,946 44,439 20,000 20,158 20,000 3413000 3419000 3421300 3428000 3471000 3472000 3474000 3476000 34.72800 3409000 Chames For Bervl~t Certificate of Use Fees Election Filing Fees Police Services Agreement Development Review Fees Rec/Cuitural Events Parks & Recreation fees Founders Day Summer Recreation Community Center Fees Other Charges For Service SUBTOTAL 4,446 $ 4,795$ $,000 $ 2,446 600 600 1,080 176,000 262,174 487,600 178,022 88,100 93,781 30,000 40,497 43,846 61,970 08,000 32,626 6,022 6,200 6,000 8,000 86,000 37,976 2,000 0 8,000 487,600 30,000 66,000 8,000 60,000 60,000 96,000 2,000 3611000 3641000 Fines & Forfeitures County Court. Fines Code Violation Fines SUBTOTAL 133,067 $ 167,361$ 130,000 $ 80,276 $ 160,000 81,,486 14,160 20,000 2,626 6,000 3611000 3661000 3699000 Misc, Revenues Interest Eamings Devetapar Contffbutlon~Streats Misc. Revenues SUBTOTAL 619,166 $ 168,121 $ 219,000 $ 08,481 $ 100,000 221,894 162,388 30,000 148,978 119,347 60,000 67,286 80,000 3999000 3811041 3811012 Carryover Transfers From Stormwater Fund Transfers From Transportation Fund SUBTOTAL t80,~41 683,000 $ 8,981,182 $ 9,372,161 $ 9,832,662 $ 9,719,000 188,040 667,037 283,819 398,904 729,600 673,600 286,760 672,610 Total Available General Fund Proposed Budget 2003164 Page 7 LOCALLY LEVIED TAXES 31111000 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's gross value to allow for prompt payment discounts and other adjustments in accordance with Florida Statutes. The City's assessed value as reported by the Property Appraisal Department is $4,731,000,000. The 1995/96 fiscal year Unincorporated Municipal Services Area (UMSA) millage was 2.2270. The City's 1996/97 to 2002/03 budgets adopted that same rate without increase. The 2003/04 budget again adopts a millage rate of 2.2270, the eighth year without an increase. By contrast, the County adopted a rate of 2.2770 for UMSA in 1996/97, 2.6830 in 1997/98, 2.5170 in 1998/99, 2.4470 in 1999/00 to 2002/03 fiscal year. 3112000 Ad Valorem Taxes Delinquent - This revenue source is dedved 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. 3131000 Franchise Fee-Electric - A city may charge electdc companies for the use of its rights-of-way per Florida Statutes 166.021 and 337.401. Miami Dade County currently has an agreement with FPL covering the area now incorporated as Aventura, as well as the current unincorporated areas of the County. The County Commission, via an interlocal agreement, has agreed to share these revenues with Aventura. The amount projected is based on an assumed growth rate of 3.0%. 3134000 Franchise Fee-Gas - A city may charge gas companies for the use of its rights-of - way per Flodda Statutes 166.021 and 337.401. It is standard practice to enact a 6% fee on gross revenues. The amount projected is based on historical collections. 3137100 Franchise Fee-Sanitation - The City issues solid waste franchises to the private sector for all areas of the City. In addition a fee of 10% was adopted for the pdvate companies to utilize the City's rights-of-way. The amount projected is based on historical collections and includes a growth factor. 3138000 Franchise Fee-Towin.q - The City awarded a franchise agreement for towing services within our corporate limits dudng the 2002/03 fiscal year. The amount is based on that agreement. 3141000 Utility Tax-Electric - Section 166.231(1)(A), Florida Statutes, 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 historical actual collections for the past three years plus a growth rate of 3.5%. Proposed Budget 2003/04 Page 3143000 Utility Tax-Water - Section 166.231(1) (A), Florida Statutes, 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 historical collections for the past three fiscal years plus a growth rate of 2.5%. 3144000 Utility Tax-Gas - Section 166.231(1) (A), Florida Statutes, 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 actual collections for the past two fiscal years plus a growth rate. 3149000 Unified Communications Tax Effective October 1, 2001, the Unified Communications Tax replaced municipal utility taxes and franchise fees on all telecommunication, cable and other communication services. The projection is based on actual collections for the past fiscal year plus a growth rate. LICENSES AND PERMITS 3211000 City Occupational Licenses -Pursuant to Chapter 205, Florida Statutes, 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 based on actual collections in the 2002/03 fiscal year. 3221000 Building Permits - Permits must be issued to any individual or business who performs construction work within the corporate limits of the City. These permits are issued for construction, such as plumbing, electrical, structural, mechanical, etc. The fees are set by City Ordinance. The projection includes no increase over the 2002/03 levels. 3291000 En,qineerin,q Permits - This fee is representative of the costs associated with regulatory review of the installation of utilities, paving, drainage and right-of-way renovation/excavation by the City staff. The amount budgeted is based on actual collections in the 2002/03 fiscal year and expectations for next year. INTERGOVERNMENTAL REVENUES 3344901 Maintenance A,qreement Payment - Funds provided by FDOT to maintain Medians and Rights of Way along Biscayne Boulevard. 3351200 State Revenue Sharing - Revenues received in this category represent base cigarette tax and 8th cent motor fuel tax which are levied by the State. The portion which comes from cigarette tax of approximately 63% of the total is deposited to the General Fund. The remainder is deposited to the Street Maintenance Fund. The amount budgeted is based on actual collections in the current fiscal year and a 3.5% growth rate. 3351500 Alcoholic Beverage Licenses -Various alcoholic beverage license taxes are levied on manufacturers, distributors, vendors, and sales agents of alcoholic beverages in the State. The tax is collected by the State and distributed back to the city. The City's share is approximately 38% of the proceeds of the tax collected within the City. Proposed Budget 2003/04 Page 9 3351800 Half Cent Sales Tax - This revenue source represents one half of the revenue generated by the additional 1% sales tax which is distributed to counties and cities based on a population formula. The amount budgeted is based on actual collections for the past two fiscal years and a 3.5% growth rate. 3382000 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 portion of the County's revenues are remitted to the City. CHARGES FOR SERVICES 3421300 Police Services A,qreement - This amount represents the amount to be paid by Aventura Mall and the Tauber School for an increased level of services, The amount represents the cost of the City providing additional officers pursuant to agreement with both entities. 3425000 Development Review Fees -These are fees charged to developers for costs associated with the interdepartmental review of new development proposals such as site plans and plats. A small decrease is projected over the 2002/03 levels. 3471000 Recreation/Cultural Events - This is the amount paid by City residents to participate in vadous trips and events sponsored by the City. The revenues are offset by an expenditure account in the Community Services Department. 3472000 Parks & Recreation Fees - This includes non-resident fees for entering the park and user fees associated with the various programs at Founders Park. Summer Recreation - This represents fees charged for particpants in the City's Summer recreation Program. Community Center Fees - This represents membership fees and user fees charged for the various programs provided at the Community Recreation Center. 3499000 Other Charges for Services - Charges for services not otherwise classified, FINES & FORFEITURES 3511000 County Court Fines -The City receives a portion of the revenues resulting from traffic enforcement activities within its corporate limits. The projection is based on actual revenues for the period. 3541000 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. Projection is based on historical revenues. Proposed Budget 2003104 Page 10 MISC. REVENUES 3611000 Interest Earnings - Investment practices are maintained to allow for 100% of available funds to be invested at all times. Determining factors in forecasting revenue for this line item are the antidpated interest rate and pooled dollars available for investment. 3699000 Miscellaneous Revenues - Any other revenues not otherwise classified. NON - REVENUE 3999000 Carryover -This amount is derived by a comparison of all of the anticipated revenues for the current period to all of the anticipated expenditures for the current period. The excess of revenues over expenditures represents the carryover amount. 3811041 Transfer from Stormwater Fund - This represents reimbursement to the General Fund to cover administrative and operating expenses relating to the Stormwater Drainage system of the City. 3811012 Transfer from Transportation Fund - This represents reimbursement to the General Fund to cover administrative and operating expenses relating to the Street Maintenance functions. Proposed Budget 20~3/04 Page 11 CITY COMMISSION CITY OF AVENTURA 2003/04 The City Commission 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 basis. The City Commission is committed to providing the best possible professional and the delivery of quality service levels that reflect community priorities and the quality of life for all residents. 100012999 Personal Services $ 38,606 $ 59,378 $ $9,406 $ 29,689 $ 69,593 3000~3999 Contractual Services 4000/4999 Other Charges & Services 2s,000 26,000 28,000 11,884 26,000 500015399 Commodities 3,763 3,382 4,300 2,364 4,300 5400/5499 Other Operating Expenses 18,8oo 21,276 17,600 8,997 17,600 Position No. Position Title 2000/01 2001102 2002~03 2003~04 0301 Mayor 0401 Commissioner 0402 Commissioner 0403 Commissioner 0404 Commissioner 0405 Commissioner 0406 Commissioner I I Total 7 7 7 7 Proposed Budget 2003104 Page 12 CITY OF AVENTURA CITY COMMISSION 2003104 BUDGETARY ACCOUNT SUMMARY 001,4)1 01,511 1210 2101 2401 P ERVIC S C~llmission Salaries $ 36,667 $ 66,000 $ 06,000 $ 27,000 $ 60,000 FICA 2,728 4,207 4,208 2,104 4,208 Workers Compensation 110 171 108 86 386 403O O CH Legisfetlve Expeflses $ 20,000 $ 26,000$ 20,000 $ 11~84 $ 20,000 6101 6200 COMMODITIES Office Supplies Other Operating Supplies 1,248 $ 676 $ 1,000 $ 169 2,816 2,707 3,000 2,200 1,300 3,000 6410 6420 OTHER OPERATING EXPENSES Subscriptions & Memberships Conferences & Seminars 6,729 $ 0,943 S 8,600 $ 3,197 12,871 15,332 12,000 0,800 6,600 12,000 Proposed Budget 2003/04 Page 13 CITY COMMlaSION 4030 Le,qislative Expense This account represents the $3,500 established per Commissioner to offset expenses incurred in the performance of their official duties. 5410 Subscriptions & Memberships - The following memberships are included for funding: National League of Cities Florida League of Cities Dade County League of Cities 542O 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 Proposed Budget Page 14 OFFICE OF THE CITY MANAGER CITY OF AVENTURA 2003104 Maintain a City govemment structure that represents the needs of the community and provides quality services in an efficient, businesslike and professional manner. Responsible for the overall management of all functions and activities of the City's operations, preparation of annual budget and 5 year CIP document and ensures the proper implementation of policies and ordinances adopted by the City Commission. Provides recommendations and solutions to community concerns. Utilizes customer service focus process to respond to citizen requests. 1000/2999 3000/3999 4000~4999 500015399 540015499 Personal Services 406,364 448,326 447,910 234,517 496,692 Contractual Services 62,1~, 38,093 40,000 16,858 40,000 Other Charges & Services 62,180 42,198 61,260 30,393 63,860 Commodities 4,746 3,604 4,600 1,840 4,600 Other Operating Expenses 6,4~0 8,736 6,600 1,609 6,600 Position No, Position Title 2000101 2001/02 2002/03 2003/04 0101 0201 0701 0801 0601 City Manager Secretary to City Manager Assistant to City Manager Receptionis'dlnform. Clerk Capital Projects Manager I I I 1 I I I 1 I I I 1 I I I 1 I I I I Total $ $ 5 6 Proposed Budget 2003104 Page 16 Office of the City Manager Organization Chart City Manager Receptionist/ Proposed Budget 2003/04 Page t6 CiTY OF AVENTURA 2003/04 1. Provide completed reports and recommendations on a timely basis upon which the City ;ommission can make policy decisions. Prepare and submit budget to the City Commission 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 vadous programs, facilities and services. $. Update five year Capital Improvement Program document and submit to the City Commission by May of each year. 7. Effectively administer the budget priorities and goals established by the City Commission. 8. Continue to host Community Odented Police Bdefings comprised of condominium and business representatives to interact with Police Department. 9. Coordinate the establishment of the City's Charter School system. 10. Oversee and coordinate capital projects. 11. Issue newsletters and annual report to the public and maintain City Web Pages. 12. Supervise capital budget projects and the implementation of services. Citizen Requests & Inquires Commission Requests Community Meetings Attended Agenda Back up Items Prepared No, of Newsletters & Reports Issued Annual Budget & CIP Prepared School Budget Quarterly Progress Reports Capital Projects Oversight Capital Projects Completed Web Page Updates & Revisions 67 120 103 105 32 29 35 35 16 39 39 35 142 136 128 130 5 5 5 5 2 2 2 2 0 0 1 1 4 4 4 4 21 24 21 20 21 24 21 20 14 23 31 35 Proposed Budget 2003/04 Page 17 CITY OF AVENTURA OFFICE OF THE CRY MANAGER 2003104 BUDGETARY ACCOUNT SUMMARY 001-0501-512 1201 1401 2101 220t 2301 2.401 P S S VI S Employee Salaries Overtime FICA Pension Health, Life & Disability Worker's Compensation 317,901 $ 346,947 $ 29 0 19,467 20,730 44,293 49,070 22,773 28,624 921 4,949 336,334 $ 0 26,663 48,368 36,879 1,679 174,690 142 11,212 26,606 19,463 2,614 368,188 O 27,401 66,816 51,781 2,607 3147 3170 TU R I School Advisory Lobbyist Servi*ces 20~739 $ 41,396 $ 38,6O3 $ 40,000 $ $ 16,868 $ 4001 4O4O 4041 4101 469O 4701 4710 4819 OTHER CHARGES & SERVICES Travel & Per Diem $ 3,469 $ 2,669 $ 3,700 $ 1,181 $ Administrative Expenses 31t 160 600 164 Car Allowance 7,200 7,200 7,200 3,600 Conmmnicution Se~rvicea 2,010 697 1,900 t3 R & M - Office 0 160 0 PrinUng & Binding 2,262 1,748 2,200 463 Printing~iewslstter 36,890 29,061 6O,06O 21,686 Web Page Maintenance 1,048 679 6,6O0 3,296 3,800 600 7,200 1,900 2,200 42,000 6101 6120 929O Office Supplies $ 4,377 $ 2,396 S 3,000 $ 1,444 $ Computer Operating Supplies 319 893 1,100 306 Other Operating Supplies 60 319 000 42 3,000 1,100 6O0 Proposed Budget 2003/04 Page 18 5410 6901 OTHER OPERATING EXPENSES SubscHptions & Memberships Contingency $ 3,100 $ 2,350 0 6,522 0 3,800 $ 2,300 600 1,260 $ 225 34 3,800 2,300 600 Proposed Budget2003104 Page 19 OFFICE OF THE CITY MANAGER 3170 Lobbyist Services - Costs associated with retaining a professional lobbyist to foster the City's position at the state and county level. 4710 Pdntinq/Newsletter - Represents the cost of printing various documents, informational newsletters and annual report to the residents. 4815 Web Paqe Maintenance - Costs associated with maintaining and updating the City's Web Page including placement of agenda package on Web. 5410 Subscriptions & Memberships - This line item is used to fund memberships with professional organizations and subscriptions. Flodda City & County Manager's Association International City Management Association Amedcan Planning Association Government Finance Officers Association Amedcan Society of Public Administration Miscellaneous subscriptions 5420 Conferences & Seminars - Funding for this purpose is essential in order to keep informed of changing and new developments in the field of City Management and local govemment. Flodda City & County Manager's Association Intemational City Management Association Flodda League of Cities National League of Cities Proposed Budget 2003104 Page 20 FINANCE SUPPORT SERVICES CITY OF AVENTURA 2003104 To provide overall financial and support services to the organization which includes accounting, cash management, purchasing, risk management, information management, financial planning,~ budgetary control and personne functions. 100012999 Personal Services 564,707 637,705 672,253 336,812 603,414 3000/3999 Contractual Services 36,634 33,270 66,600 32,644 68,000 400014999 Other Charges & Services 120,4~0 104,317 t36,820 79,161 t40,020 500015399 Commodities 16,144 20,424 26,000 6,647 26,000 540015499 Other Operating Expenses 21,603 6,909 20,700 1,619 20,700 Pos. No. Position Title 2000101 2001102 2002/03 2003~04 1001 Finance Support Services Dir. 1 I 1 3001 Executive Assistant 1 1 1 1201 Accountant/Bookkeeper 1101 Human Resources Specialist 1101 Human Resources/Risk Mgr. 1 ~ 1 1301 Purchasing Technician 0 0 0 1301 Purchasing Agent ~ ~ 1 1401 Network Administrator I t 1 1402 Network Administrator 1 3201 Customer Service Rep. I o 1 3601 Customer Service Rep. II 7002 WebmasterlCommunications Specialist 0 0 6 7001 Information Systems Manager 1 ~ 1 Total 9 10 10 11 Proposed Budget 2003/04 Page 21 Finance Support Services Department Organization Chart Director of Finance Support Service~ .Execut~e Assistant Accounting Purchasing Human Resources Information Management Customer ServiceI Customer ServioeI Reprasenlallve ] Repl/Cashler ] Purchasing Age Human ResoucesJ Risk~lnf°rmafi°n Systems I~ Manager ~ I Man~er ~ (2) Network Administrators ~~('f) Webmaster Proposed Budget 2003/04 Page 22 CITY OF AVENTURA 2003/04 1. Maintain investment practices at 100% of idle funds. 2. Issuance of Comprehensive Annual Financial Report by March 31 of each year. 3. Obtain GFOA Certificate of Achievement. 4. Prepare and update Purchasing Manual. 5. Maintain computer networks to allow for effective sharing of common files, schedules and E 6. Maintain automated purchase requisition/purchase order process to allow data entry by departments. 7. Process all approved invoices within ten working days. 8. Maintain effective personnel system to allow for timely recruitment and hiring of employees. 9. Implement and maintain a central computer system that serves the information management needs of all departments. 10. Process bi-weekly payroll and associated reports on a timely and accurate basis. 11. Budgetary reports submitted to City Manager prior to the 20th of next month. 12. Maintain insurance coverage at appropriate levels. Average Dollar value of investments (in millions) 19.0 15.0 15.0 15.0 Interest Earnings (in thousands) 1.1 316 225 225 Issuance of Annual Financial Report pdor to 3/31 1 1 GFOA Certificate of Achievement Awarded 1 I 1 1 Pumhasing Manual Prepared/Updated 1 1 1 1 % of time computer network operational 99 99 99 99 % of purchase orders issued within 2 days of approval 96 97 97 97 % of Checks Written Within 10 Days of Invoice Date 97 97 97 97 Number of New Hires 24 20 20 20 Number of Work Stations Supported 107 110 120 120 Annual Review of Insurance Coverage 1 1 1 1 Proposed Budge~ 2003104 Page 23 FINANCE SUPPORT SERVICES 2003104 BUDGETARY ACCOUNT SUMMARY 001-1001-513 1881 1401 2101 ~01 2301 2401 2601 Employes Salaries FICA Pension Health, Life & Disability Worker's Cmnpensation Unemployment 420,561 $ 472,088 $ 606,240 $ 247,128 $ 661,683 2,626 181 3,000 136 2,000 31,1t0 34,837 36,651 17,469 42,969 48,633 64,676 60,688 30,614 75,827 46,647 61,939 48,208 36,983 102,003 4,069 $,~,3 t,$25 3,371 3,932 12,109 7,042 18,000 1,221 16,000 3130 3140 3180 3190 3197 3201 C RA SR Computer Progran~ner Background-New Employees Medical Exams-New Employees Prof. Services Risk Management Consultant Prof. Services - Auditor 9,466 4,088 6,000 180 6,000 0 600 0 600 808 3,220 1,600 1,049 1,600 1,360 7,000 6,000 0 6,000 26.000 2,370 26,000 2O,000 18,962 88A00 29,040 31,000 4001 4041 4101 4688 ~01 ~10 499O OTHER CHARGES & SERVICES Travel & Per Diem Car Allowance Communication Services R&M- Office Equipmest Printing & Binding Advertising Other Current Charges 4,687 $ 4,266 6,000 6,880 3,296 3,438 60,649 61,762 8,300 6,861 47,713 32,190 16,000 $ 7,200 3,600 71,888 6,000 36,000 600 284 $ 3,880 2,371 63,214 1,,483 17,909 0 16,000 7,200 4,700 71,620 6,000 36,000 $88 6101 6120 6880 Office Supplies Computer Operating Supplies Other Operating Supplies $ 4,426 11,268 46O 6,410 13,488 1,689 7,000 18,000 1,000 4,6~4 2,083 10 7,006 18,000 1,880 PropoesdBudgat2003~4 Page24 ~10 $49O 6901 OTHER OPERATING EXPENSES Subscriptions & Memberships $ 2,889 Conferences & Seminars 3,628 Training 12,086 Contingency 3,000 2,992 1,991 1,880 46 3,500 $ 6,200 10,000 1,000 1,015 490 105 0 3,600 6,200 10,000 Proposed Budget 2003/04 Page 26 FINANCE SUPPORT SERVICES 1401 Overtime - Represents the amounts paid employees for hours worked beyond the normal work week during periods of unusually high activity in the Department. Amount is based on current usage levels. 2501 Unemployment Compensation - Represents reimbursement to the state for unemployment compensation claims for all Departments. 3130 Computer Pro,qrammer - Represents costs of modifications to existing computer programs to enhance capabilities. 3140 BackRround New Employees - Provides funding for new employee background checks. 3180 Medical Exams .New Employees - Provides funding for drug tests, physical exams and other required tests for new employees. 3190 Other Professional Services - Includes amounts paid to temporary employment agencies during major vacancies or unpaid leave of absence by employees. Also, we anticipate using some temporary employees to assist with fixed assets accounting in preparation of GASB 34. 3201 Professional Services Auditor - Represents the estimated cost of an audit firm performing the City's year end financial audit. Includes the cost of single audit and possible change in auditors pursuant to RFP. 4001 Travel & Per Diem-Costs of employees attending conference and seminars in order to stay current in their field. International GFOA or FICPA Conference Fla Govt or other purchasing related Florida GFOA (2 employees) IPMA or other Personnel Related Computer related courses for certification Seminars for other Personnel 4101 Communication Services -Includes telephone, nextel and pager services for department personnel. 4650 R & M Office Equipment - Includes maintenance and support of the IBM AS 400 and software and equipment purchased from HTE as well as other major hardware maintenance paid directly to IBM or other vendors. 4910 Advertisin.q - Includes the costs of advertising for all employment positions in all Departments, notices of bids and RFPs. Proposed Budget 2003104 Page 26 512O 5410 5420 545O Computer Operating Supplies - Includes the cost of minor supplies and software to maintain existing systems and to upgrade to most current versions of software and operating systems. Upgrades for other than Police Operating System Upgrades Minor hardware upgrades Other Subscriptions & Memberships - This line item is used to fund memberships with professional organizations and subscriptions. Government Finance Officer Association Florida Government Finance Officer Association(2) Dade/Broward Government Finance Officer Association Florida Institute of CPA's International Personnel Manager Association Florida Personnel Managers Association Florida Government Purchasing Association Information Systems Memberships Miscellaneous subscriptions Conferences & .Seminars - Funding for this purpose is essential in order to keep informed of changing and new developments in the field of local government finance/purchasing/information systems and personnel as follows: International GFOA or FICPA Conference Florida GFOA (2 employees) IPMA or other Personnel Related Fla Govt or other purchasing related Computer related courses for certification Seminars for other Personnel Training - Ongoing training for all personnel in the department. Proposed Budget 2003104 Page 27 LEGAL CITY OF AVENTURA 2003~04 To provide legal support and advice to the City Commission, City Manager, Department Directors and advisory boards on a ega ssues affect ng the C ty. 1000/2999 Personal Services 300013999 Contractual Services 400014999 Other Charges & Services 500015399 Commodities 5400/5499 Other Operating Expenses $ $ $ $ 237,330 239,220 193,000 70,t17 84,069 15,000 $ 223,000 10,000 Proposed Budget 2003/04 Page 28 CITY OF AVENTURA 2003104 1. Ensure that the various rules, laws and requirements of state, local and federal governments are understood and followed by the City. 2. Review and preparation of contracts, ordinances and resolutions. 3. Represent the City in litigation matters. 4. Provide legal support services to the City Commission, staff and City Boards. 5. Assist the City Manager with the various government startup requirements. 1. Positive compliance with all rules and 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. Proposed Budget 2003/04 Page 29 CITY OF AVENTURA LEGAL 2003/04 BUDGETARY ACCOUNT SUMMARY 001-0601-$14 3120 33Ol CONTRACTUAL SERVICES Prof. Set. ices - Legal Court Costs & Fees 233,107 $ 236,243 $ 190,000 4,223 3,976 3,000 76,117 0 220,000 3,000 6901 OTHER OPERATING EXPENSES Co~ingency 84,669 $ 16,000 $ t0,000 Proposed Budget 2003/04 Page 30 LEGAL 312O Professional Services Le,qal - Represents the estimated cost of maintaining the contracted City Attorney arrangement with the firm of Weiss Serota Helfman Pastoriza & Guedes and Leibowitz & Associates, P.A. to perform legal services required by the City Commission and City Manager. The amount includes an increase in the hourly rate to $175. This represents the first increase in 7 years. Proposed Budget 2003/04 Page ;31 CITY CLERK'S OFFICE CITY OF AVENTURA 2003~04 To record and maintain an accurate record of the official actions of the City Commission and Advisory Boards. Serve as the local Elections Supervisor. Provide notice of all required meetings, effect legal advertising, and respond to public records requests. Implement and maintain records management program. Administer publication and supplement of City Code Book. Maintain custody of City Seal and all City records. Schedule Code Enforcement Hearings and provide administrative support to Special Master. Provide clerical support to the City Commission. Assist City Manager's Office with special projects. CODE 1000/2999 Personal Services 3000~3999 Contractual Services 4000~4999 Other Charges & Services 5000~5399 Commodities 5400/5499 Other Opera'ting Expenses 122,147 $ 133,438 $ 127,977 $ 67,000 $ 151,619 88,669 99,968 83,600 36,944 69,400 6,020 3,163 4,400 1,970 4,400 2,562 2,864 3,900 1,242 3,300 Pos. No. Position Title 0501 City Clerk 3101 Clerk Typist/Imaging Tech. 2000101 2001102 2002/03 2003104 I I I 1 I I I I To~l 2 2 2 2 Proposed Budget 2003/04 Page 32 City Clerk's Office Organization Chart I C ity Clerk ~ Clerk Typist/Imaging Proposed Budget 2003/04 Page 33 CITY OF AVENTURA 2003104 11. To maintain accurate minutes of the proceedings of the City Commission, Advisory Boards and other Committees of the City. 2. To publish and post public notices as required by law. 3. To maintain custody of City records and promulgate procedures for the orderl) management, maintenance, retention, imaging and destruction of said records. 4. To provide clerical support to the City Commissioners, including mail, correspndance travel and conference registration, preparation of proclamations, certificates and welcom( letters to new residents. 5. To administer the publication, maintenance and distribution of the Code Book, supplements and indexing of minutes. 6. Conduct municipal elections in accordance with city, county and state law. 7. To establish and coordinate the City's records management program in compliance with state laws. 8. To effect legal advertising to fulfill statutory requirements of local and state law. 9. To prepare and provide for distribution of agenda packages to Commission, staff, citizens and provide for placement of same on the City's website and prepare and distribute recaps of Commission meetings. 10. To schedule Code Enforcement Hearings and provide administrative support to Special Master. 11. To fulfill information and public records requests within 72 hours. No. of Sets of Minutes Prepared 54 54 55 55 No. of Public Notices Prepared 41 43 55 50 No. of Legal Advertisements Published 34 33 40 40 No. of Ordinances Drafted 4 6 6 6 No. of Resolutions Drafted 28 28 25 25 No. of Lien Requests Responded To 592 890 650 650 No. of Welcome Letters Prepared 462 601 600 600 No. of Agenda Packages Prepared/Distributed 38 44 30 30 No. of Agenda Recaps Prepared//Distributed 11 11 11 11 No. of Code Enforcement Hearings Scheduled 49 10 10 10 Proposed Budge~ 2003~4 Page 34 CITY OF AVENTURA CITY CLERK'S OFFICE 2003104 BUDGETARY ACCOUNT SUMMARY 001-0801-519 120t 1401 2101 2201 2301 2401 PRO S Employee Salaries Overtime FICA Pension Health, Lite & Disability Worker's Compensation $ 96,039 $ 100,640$ 100,375 $ 61,370 200 7,320 8,264 7,870 4,038 10,039 11,677 11,419 0,342 0,944 7,623 8,003 4,820 300 334 001 163 114,858 0,787 16,600 11,000 864 4001 4041 4701 473O 4740 4760 4916 4011 OTHER CHARGES & SERVICES Travel & Per Diem Car Allowance Printing & Binding Records Raten~ion Ordinance Codification Indexing Minutes Election Expenses Legal Advertising 3,670 $ 2,774 $ 4,299 $ 1,642 2,400 2,400 2,400 1,200 1,0t5 1,169 3,000 1,760 0 O 0,000 1,278 4,007 8,367 3,699 2,270 2,641 0 0 0 3O,996 0 26,000 23,322 36,121 90,259 40,000 0,078 4,500 2,4O0 3,600 0,000 4,000 0 0 6101 5120 6299 Office Supplies Computer Operating Supplies Other Olxh'atlng Supplies 3,088 3,073 3,000 1,090 3,0QQ 794 0 000 347 600 238 90 800 33 800 6410 6420 5460 6901 OTHER OPERATING EXPENSES SubscriptJofls & Momberships Conterencee & Seminars Training Contingency 727 $ 960 1,836 1,619 0 200 0 0 1,300 $ 2,000 ~oo 100 200 $ 082 0 0 1,300 2,000 0 0 Proposed Budge~ 2003~4 Page 36 4001 473O 4740 4911 5410 CITY CLERK Travel & Per Diem - Provides for attendance at the International Institute of Municipal Clerks Conferences, Florida Association of City Clerks Conference and Training Institute, Florida and National League of Cities Conferences. Records Retention - Costs associated with imaging of records to maintain records management program. Ordinance Codification - Costs associated with the official codification of City Ordinances. Le.qal Advertisin,q - Costs incurred to satisfy legal requirements of State Statutes, County and City Code. Subscription & Memberships This line item is used to memberships with professional organizations and subscriptions. Florida Association of City Clerks International Institute of Municipal Clerks Miami-Dade County Municipal Clerks Association Newspapers Florida State Statutes fund Proposed Budget 2003/04 Page 36 '0' of E~cce PUBLIC SAFETY CITY OF AVENTURA 2003104 To provide a professional, full service, community oriented Police Department. Respond to all calls for service in a timely and professional manner. Ensure that all crimes are thoroughly investigated and those who are arrested are successfully prosecuted. Interact with the community and create partnerships that enhance law enforcement, crime prevention and c~ualit¥ of life issues. 100012999 Personal Services $ 6,123,374 $ 6,714,636 $ 6,603,673 $ 3,113,677 $ 7,442,007 300013999 Contractual Services 34,070 27,123 79,500 14,408 101,600 400014999 Other Charges & Services 032,1Sl 441,677 498,000 240,578 507,500 5000~5399 Commodities 203,026 285,232 203,244 149,213 278,244 5400/5499 Other Operating Expenses 39,311 39,896 41,000 22,220 46,000 Pos. No. Position Title 2000101 2001102 2002/03 2003/04 0901 Police Chief 1 3002 Executive Assistant I I I 1 2501 Deputy Chief of Police I t ~ 1 2201-2203 Captains o 3 3 3 2201-2203 Lieutenants 3 o o o 2601 Commander I t I 1 2301-2308 Sergeant 2001-2056 Police Officers 2901-2902 Crime Scene Tech 2 2 2 2 2801-2807 Police Service Aides 7 7 7 7 2101-2104 Detectives 4 4 4 4 6201 Crime Prev Specialist 3301 Corn Poi/Crime Prey Off o 0 0 o 6301 Records Supervisor 1 1 1 1 6901-6902 Records Clerk I 2 2 2 6501 Clerk/Data Entry 3701 Crime Analyst Proposed Budget 2003~4 Page 37 3501 Dispatch Supervisor 2701-2710 Dispatcher 3401-3404 Administrative Asst. 6401 Victim Advocate 7501 Fleet Manager/Quartermaster Total I I I 1 10 10 10 10 3 4 4 4 I t I 1 I 1 I I 107 108 108 City of Aventura Police Department Fiscal Year 2003 - 2004 Deput/Chief of Police Admin. Ser~ce~ 10 1 Records Sapen, isor Uniform Services 1 Capta~ 6 Patti ~e~geam 33 Pat~ 1 Mail 9 Ma~ Officers 3 ~CU Q~em 7 PSA's Special Services I Comm. Pa~olCorpo~ 4 Traffic Officers 3 Comm, Patrol Q~cers 1 Cdrr~ Prevendon Spe~aist 2 ^dmZ. As~stant 1 Ma~e Patrol 1 School Re~Lvce Olficer Investigative Services 1 Cal~ain 4 Oetecf~s 2 Crime Sce~ Technlciar, s 1 VOCA Proposed Budget 2003/04 Page 38 CITY OF AVENTURA 2003104 11. Improve traffic management through enforcement, engineering and maintaining a liaison with FDOT and Miami-Dade County. Implement video monitoring at key intersections throughout the City. 2. Conduct staff inspections and prepare for reaccreditation. Review Procedural Directives, place documentation of compliance to file and keep current all required reports and inspections 3. Complete Phase II of the 800 MHz police radio system. Begin study for implementing E911 system for the City. 4. Explore adding other police agencies to the radio system and continue joint programs that were previously put in place (i.e. the radio project, SWAT & prisoner transport). 5. Expand Emergency Management and continue participating in Homeland Security planning, training and intelligence. Create CERT teams and disaster training for high rise buildings 6. Conduct customer service surveys of residents, businesses and victims of crimes. 7. Improve efficiencies on all court related activities. Implement electronic subpoena system and upgrade pre-file conferencing system to a PC based system. 8. Hire necessary personnel and staff all positions to maintain service levels and provide greater visibility. ' 9. Maintain an ongoing partnership with the community through Crime Prevention and Community Policing. Work with residents, businesses, organizations and associations to solve problems. 10. Participate in community programs and community involvement activities. Conduct community presentations with an emphaSis on safety for children and senior citizens. 11. Provide two full time School Resource Officers for the Charter School and Tauber School. Man-hours Assigned to traffic flow Issues 7800 7280 8320 8320 Progress Toward National Reaccreditation 35% 70% 100% 40% Personnel Hired 13 14 15 12 Progress Toward Radio System 75% 80% 100% 100% Manhours Assigned to Community Policing 8320 8320 6240 6240 Progress Toward Emergency Management Programs 75% 100% 100% 100% Community Programs 37 25 10 12 Community Presentations 63 56 50 50 Community Involvement Activities 36 26 24 24 Manhdurs Assigned to School Resources N/A N/A 2080 4160 Calls for Service 20924 21987 20000 22000 Arrests 2306 2586 2000 2000 Accidents Traffic Citations Parking Citations Issued Part I Crimes Reported Customer Service Surveys 1885 5581 1114 3101 1000 1749 11028 1444 2644 8OO 1800 10000 1200 3000 800 1800 10000 1200 3000 8O0 Proposed Budget 2003/04 Page 40 CITY OF AVENTURA PUBMC SAFETY 2003104 BUDGETARY ACCOUNT SUMMARY 001-2001-521 1201 Employee Solaries $ 3,417,060 S 3,606,394 $ 4,323,037 $ 2,807,448 $ 4,?00,718 1390 Court Time 2~,~31 37,616 42,800 14,14~ 48,000 1401 Overtime 337,473 280,860 300,000 160,334 300,000 1410 Hotiday Pay 70,341 78,344 76,000 00,012 70,000 1501 Police Incentive Pay 40,437 4~,220 00,000 24,107 60,000 2101 FICA 290,136 340,321 334,403 184,184 363,839 2201 PeflsJofl 400,083 430,210 600,633 247,188 630,862 2201 Health, Life & ~ 371,721 030,281 606,410 320,688 866,466 2401 Wo~er's Compensmlon 146,387 196,286 373,181 03,378 411,431 3180 Medical Exams $ 170 $ 430 $ 2,800 $ 3,866 $ 2,500 34~1 Crossing Gum'ds 2,044 2,000 3192 Prof. Services 34,800 26,088 76,000 10,542 07,000 4001 Travel & Per Diem $ 20,608 $ 46,867 S 20,000 $ 16,761 $ 20,000 4o40 Administrative Expenses 7,629 8,688 0,000 2A~1 $,800 4042 RecFuiting & Hirit~j Expense 13,2,14 6,868 7,000 2,700 7,500 4043 CALEA Accreditation 060 4,906 20,004 20,867 16,000 4000 Investigative Expense 3,742 10,283 10,000 6,700 10,000 4101 Communication Ser3flces 83,918 74,181 80,000 29,012 80,000 4201 Postage 6,694 6,099 6,000 2,677 0,000 4301 Utilities 10,436 2,628 3,S00 709 0 4401 Office Space Lease 67,338 0 0 0 4420 Leased Equipment 00,317 83,033 87,000 39,890 87,800 4440 Copy Machine Costs 2,137 8,500 0 8,600 4610 R&M- Vehicles 01398 117~28 100,000 00,671 110,000 4620 R&M-Su#ding 4,702 0 0 0 0 4644 R&M- Equipment 07,821 37,098 87,000 43,614 06,000 4600 R&U. Office Equipment 47,168 30,661 00,00~ $,492 66,000 4701 Printing & Binding 14~03 7~$7 1~00 1,811 1~00 Proposed Budget 2003/04 Page 41 0t01 6115 6120 0220 6240 6246 6266 6270 6200 COMMODITIES Office Supplies Byrne Grant Match Computer Operating Supplies Gas & Oil Uniforms Uniform Allowance Photography Ammunition Operating Supplies 23,526 $ 26,896 $ 10,900 $ 13,333 0 0 10,744 7,923 6,666 26,605 10,900 6,161 102,684 76,790 70,900 47,929 36,,446 4t,027 40,000 12,940 24,376 28,200 26,000 12,926 0,864 7,447 7,500 1,388 4,024 10,081 8,000 7,317 86,242 72,202 60,000 40,290 10,000 10,744 10,000 90,040 40,000 36,000 7,600 10,000 60,000 6410 6420 640O 6901 OTHER OPERATING EXPENSES Subscriptions & Memberships Conferences & Seminars Training Contingency $ 2,800 4,410 31,676 42O 3,863 $ 3,600 $ 2,366 $ 3,600 7,226 16,600 4,606 10,500 25,787 20,000 14,109 30,000 3,020 2,000 1,140 2,900 Proposed Budget 2003/04 Page 42 PUBUC SAFETY 1390 Court Time - This line item is used to fund overtime and standby court time. 1401 Overtime - This request reflects anticipated expenditures based on activity and manpower requirements over and above normal hours in a work week. The expenditures from this account fund anticipated and unanticipated events such as major criminal investigations, natural and manmade disasters, holiday details, homeland security and various dignitary details. 1410 Holiday Pay - This request reflects estimated costs with funding holiday pay for shift employees. 1501 Police Incentive Pay - This is mandated by the State for rewarding sworn personnel who have obtained additional education. 3180 Medical Exams - All police officers are required to have a physical exam prior to employment. 3192 Professional Services - Costs associated with outsourcing the administration of off duty details for the department and document imaging. 4043 CALEA Accreditation - Costs associated with the Department becoming nationally accredited with the Commission Accreditation of Law Enforcement Agencies. 4042 Recruiting & Hirin,q Expenses - Funds have been allocated to assist the Department with recruitment of personnel and pay for psychological screening. 4050 Investi,qative Expenses - Costs associated with the Detective Bureau to complete complex criminal investigations. 4101 Communication Services - Costs for pagers, mobile phones, cellular lines for data transmission, automated vehicle Iocator, computer system communications and other communication devices. 4420 Leased Equipment - Covers costs for leased equipment, vehicles and motorcycles. 4610 R&M Vehicles - Covers costs associated with the repair and maintenance of department vehicles. Costs include preventative maintenance, damage repair and replacement of worn and/or broken parts not covered under warranty. 4645 R&M Equipment Funds allocated to this account will be used for repair and maintenance of Police Department radios, Reverse R911 system, computers, DDSI, dictaphone and other equipment. Proposed Budget 2003/04 Page 43 4650 R&M Office Equipment - This account covers the cost of the HTE/SCA software maintenance and upgrades. It also covers the maintenance on the IBM printer. 4701 Printing - This account covers the cost of printing of materials for the police department used in official police or city business. Items in this account include business cards, domestic violence pamphlets and letterhead. 5245 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. 5245 Uniform Allowance - Each employee required to wear a uniform receives $300.00 for uniform maintenance and cleaning. This account is paid out 50% in October and 50% in April each fiscal year. 5266 Photo.qraphy - Funds from this account are used to purchase film or related supplies and film developing for crime scene or other department related photos. 5270 Ammunition. - Funds from this account pay for duty and training ammo for police officer use. 5290 Operating Supplies - Funds from this account are used for the purchase of supplies and items needed for the daily operation of the police department. 5410 Subscriptions & Memberships - Costs associated with this line item are subscriptions to professional journals, training materials used to update employees on changing laws and procedures within their activity, and membership in professional and regional law enforcement organizations. International Association of Chiefs Dade Chiefs of Police Association Florida Police Chiefs Association FBI National Academy Associates 5420 Conferences & Seminars - Funding for this purpose is essential to keep informed of changing laws and updates in the field of law enforcement. 5450 Training - Costs associated with this account are related to maintain state standards Proposed Budget 2003104 Page 44 COMMUNITY DEVELOPMENT CITY OF AVENTURA 2003~04 This Department is responsible for the City's planning, development review, zoning, building permitting and inspections, code and ordinance enforcement, economic development functions and the issuance of occupational licenses. The Department strives to provide efficient and profess ona "one stop" customer serv ce at a centralized location. 100012999 300013999 4000~4999 500015399 540015499 Personal Services $ 537,622 $ 517,871 $ 639,651 $ 234,643 $ 639,661 Contractual Services 1,607,1tl 1,906,019 726,000 449,162 740,000 Other Charges & Services 38,197 41,962 86,000 16,791 9o,ooo Commodities t3,426 8,020 19,600 4,243 19,600 Other Operating Expenses 8.661 8,747 13,400 968 13A00 Pos. No. Position Title 2000101 2001/02 2002/03 2003104 4001 4001 4101-4102 4301 4302-4303 3003 3003 4201 32O2-3203 3601-3602 Community Development Dir. Planning Director Code Compliance Officer Senior Planner Assistant Planner Secretary Executive Assistant Building Director/Official Customer Service Rep I Customer Service Rep II I I I 0 0 0 0 t 2 2 2 2 I I 1 0 1 I I 2 o 0 o 1 I t 1 0 I I 1 1 3 3 3 2 I 2 2 2 Total 11 12 12 11 Proposed Budget 2003/04 Page Inspections & Permitting Code Enforcement Occupational Licenses Community Development Department Organization Chart Building Division Planning Division Building Dimctor/Olficial Contractual Building Inspection Services (2) Customer Service Rep II (2) Customer Service Reps I Customer Service Rep II (2) Assistant Plannen Proposed Budget 2003/04 Page 48 CITY OF AVENTURA 2003104 1. Provide customer focus technical assistance to the community. 2. Maintain a privatized Building Division. 3. Explore the feasibility of incorporating citizen involvement into Code Compliance. 4. Provide efficient issuance and maximize collection of Occupational Licenses. 5. Provide an up-to-date listing of existing businesses in the City. Provide staff support for land development and variance applications and requests. 7. Provide technical procedure manuals for all divisions of the department. 8. Provide building inspections within 24 hours of the request. 9. Complete non-complex building plan review within 10 day. No. of Occupational Licenses Issued 2195 2738 2515 No. of Code Notice of Violations Issued 672 317 300 No. of Special Master Hearings 41 7 27 No. of Building Permits Issued 5290 3397 3500 No. of Building Inspections Performed 19029 17365 11000 No. of Land Development Petitions Processed 46 47 30 No. of Variance Requests Processed 13 9 15 No. of Site Plans Reviewed 14 17 8 % of Inspections Performed 24 Hrs, of Request 98 98 98 % of all Plan Review Conducted Within 10 Days 94 90 93 26O0 310 3O 3100 10000 3O 15 5 98 94 COMMUNITY DEVELOPMENT 2003104 BUDGETARY ACCOUNT SUMMARY 001-4001-524 1201 1401 2101 2201 2301 2401 PE S ICES Employee Salaries Overtime FICA Pension Health, Life 8, Disability Worker's Compensation 392,613 $ 399,607 $ 462,604 $ 140,013 $ 420,749 7,869 10,141 3,000 1,179 3,000 29,981 28,348 33,649 12,099 32,187 46,800 42,664 64,312 19,754 69,801 8t,t81 60,868 8t,130 38,022 102,188 10,498 9,352 14,963 6,479 16,379 3101 3190 T C U Building InspentJonsServices ProLServicee $ 1,640,622 $ 1,861,142 $ 700,000 66,989 44,876 26,000 $ 423,484 $ 716,000 26,668 26,000 4001 4041 4101 ,443O 4610 4646 4701 473O 0 lC Travel & Per Diem $ 3,631 $ 3,763 $ 7,000 Car Allowance 3,000 1,750 3,000 Communication Services 4,119 4,463 4,600 Lease Equipment 0 O 1,600 R&M- Vehiclce 2~A6 3,03O 3,000 R&M- Equipment ~4 0 1,000 Printing 19,110 14,212 10,000 Records Retention 6,831 14,768 60,000 $ 8O $ 7,OOO 1,900 3,000 1,617 4,600 0 t,600 906 3,000 0 1,000 1,331 10,000 10,798 60,3O0 6101 0120 6220 924O 0290 Ofllce Supplies $ 6,986 $ 4,967 Computer Operating Supplies 2,499 343 Gas & Oil 2,304 1,748 Uniforms 1,343 903 Other Operating Supplies 299 68 0,000 $ 2,061 $ 6,000 9,900 330 9,900 3,000 907 3,000 1,600 100 1,900 3,900 1,201 Proposed Budget 2003/04 Page 48 0410 642o ~400 $901 OTHER OPERATING EXPENSES Subscriptions & Memberships Conferences & Serrdnars Training Contingency 2,906 $ 2,871 2,806 68 2,668 $ 4,843 164 1,182 4,000 3,400 4,000 2,000 239 0 4,000 3,400 4,000 2,000 Proposed Budget 2003104 Page 49 COMMUNITY DEVELOPMENT 3101 Buildin,q Inspection Services - Estimated costs associated with private firm to perform building inspection services. 3190 Professional Services - Costs associated with obtaining professional planning consulting services for special projects. 4730 Records Retention - Estimated costs for imaging building permit records. 5240 Uniforms - This includes uniform rental and work shoes for the Chief Building Official and Code Compliance Officers. 5410 Subscriptions & Memberships - This line item is used to fund memberships with professional organizations and subscriptions. American Planning Association Florida Planning Association Florida Association of Code Enforcement Building Officials Association Miscellaneous subscriptions 5420 Conferences & Seminars - Funding for this purpose is essential in order to keep informed of changing and new developments in the field of planning, economic development and code enforcement. Proposed Budget 2003104 Page $0 ~~~ --of ~E:cce ~~ COMMUNITY SERVICES CITY OF AVENTURA 2003104 This department is responsible for the maintenance of roads, public areas 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 public works maintenance, transportation and recreation services on quality basis. 100012999 Personal Services 3000~3999 Contractual Services 4000~4999 Other Charges & Services 5000~5399 Commodities 540015499 Other Operating Expenses 606~21 $ 672,304 $ 668,796 $ 303,467 $ 662,786 %960,126 2,189,380 2,319,000 1,028,386 2,447,000 623,879 816,806 606,780 369,470 678,630 18.798 18,546 18,000 10,667 27,000 4,273 3,198 7,260 4,373 8,500 Pos. No, Position Title 5001 3004 5101 5101 5201 5201 5401 5403 5301 5601 5601 Director of Community Services Executive Assistant Public Works Superintendent Public Works Operations Manager Cultural/Recreation Services Supt. Parks and Recreation Services SupL Maintenance Worker Maintenance Worker P/T Engineer TechlCAD Operator Park Supervisor Tennis Pro/Park Supervisor 5701-5706 Park Attendant (P/T) 5801 Park Attendant (F/T} 5707-571(] Senior CounsJers (Seaonal P/T) 5711-5718 Junior Counslers (Seaonal P/T) 7301 Maintenance Technician 7701 Facilities Manager 7201 Security Guard/Info Officer Total 2000101 2001/02 2002/03 2003~04 I I I 1 I I I 1 o o o o I I 1 o o o o I I I 1 I I I 1 I I o o 1 I I 1 I I I 1 0 0 0 0 6 6 6 6 I 1 I 1 0 0 0 4 0 0 0 8 I I 0 0 0 0 I 1 1 I I 1 17 17 16 28 Proposed Budget 2003/04 Page 61 Community Services Department Organi:mtion Chart Dimotor of Community Consulting Landscape Engineer ~rohiteot I I I Cold, actor Rec, Pro,rams  Executive Assistant Parks and I~crMt~on Cultural Arts Programs Specbl Events Summer Pu blio Works Operations Manager Total: Conlractual Arts Consultant Parks Recmatic, Services Sup~. , I Park SupIn~sor P/T (6) Prr (4) P/m (8) Proposed Budget 2003~4 Page 62 CITY OF AVENTURA 2003/04 1. Provide accurate and quick responses to resident complaints and concerns. 2. Work with Community Services Advisory Board to provide quality programs and services. 3. Implement approved operating and CIP Budget. 4. Continue Tree City USA Status. 5. Continue stormwater drainage projects. 6. Expand ridership on City-wide shuttle bus service and implement service enhancements. 7. Continue to coordinate efforts with Police Department to improve traffic signage and signalization. 8. Implement a facility management program to supervise contractual maintenance services. 9. Expand recreation and cultural programming to residents. 10. Expand automated registration software. 11. Attain 100% NYSCA Certification of all youth sports coaches. 12. Establish rotating arts exhibits at the Community Recreation Center. 13. Expand programming and increase attendance at the Community Recreation Center. 14. Expand special events programming. 15. Implement summer recreation program. Resident complaints & concerns cleared. Advisory Board Meetings attended. ClP projects completed. Tree City re-certification, Drainage projects completed. Shuttle bus fidership Linear feet of pavement repair/markings. Establishment of maintenance manual. Number of programs offered. Number of online/telephone registrations Number of coaches certified. Number of rotating art exhibits held. Number of Comm. Center memberships. Community Center attendance figures Number of special events held. Number of summer recreation participants 30 20 30 40 12 12 12 12 5 4 4 6 I 1 1 1 3 3 3 2 77,000 80,000 84,000 90,000 2,500 2,000 2,500 2,500 n/a n/a n/a 1 12 14 16 18 n/a 150 500 500 n/a n/a n/a 50 n/a n/a 2 4 n/a n/a 1,200 2,000 n/a n/a 16,100 30,000 12 12 12 14 n/a n/a n/a 150 Page 63 CITY OF AVENTURA COMMUNrFY SERVICES 2003/04 BUDGETARY ACCOUNT SUMMARY 001-5001-539 1201 1401 2tol 2201 2301 24Ol Employes Salaries $ 383,880 $ 434,882 $ 409,017 $ 221,488 $ 465,0t4 Overtime 9,789 4,19~ 4,000 6,802 4,600 FICA 29,723 22,744 31,080 18,643 38,819 Pension 89,978 44,165 43,641 24,t08 82,297 Health, Life & Disability 33,109 44,664 49,823 28,551 77,330 Workers compensation 9,007 11,860 24,365 8,880 27,42O 3110 3111 3112 3113 3180 3166 34~0 34~1 3462 3468 3460 CTU VICES Prof. Services - Engineering $ 98,239 $ 160,987 $ 88,000 WASA Billing 0 13,980 1O,O00 Prof. Services - Community Center 189,000 Prof. Services - Comm. Cen. Instructors 38,000 Prof. Services -landscape Arch. 26,432 8,444 18,000 Cultural Center Feasibility Study 9,724 0 0 Lends/Tren Melnt. Svcs-Strests 1,009,000 t,413,880 1,400,000 Besutiflcntion/Slgnage 38,468 63,718 98,000 LandscFrrae Maint Svc-Parks 141,403 t30,000 130,000 Transportation Services 271,816 304,082 300,000 Streat Maintenence/Drelnage 387,$78 106,300 100,30Q 74,678 $ 86,000 0 10,000 42,982 195,000 1,014 24,000 2,386 16,000 0 O 661,788 1,560,000 47,896 66,000 0 130,000 139,388 283,0Q0 86,286 t00,000 OTHER CHARGES & SERVICES 4001 Travel & Per Diem $ 2,568 $ 1,346 $ 2,000 4101 Cmranunication Services 0,030 9,436 8,000 4301 Utilities-Electric 6,787 14,176 9,000 4311 Utlltiies-Strest Ughting 101,243 t07,394 96,000 4320 Utlllties-Wster 149,070 2M,898 146,000 4420 Lease 4,712 8,664 8,280 4610 R&M- Vehicles 6,682 6,633 8,000 4620 R&M- Buildings 10,426 4,078 36,000 4646 R&M- Equipment 7,877 81 1,000 4872 R&M-Parks 40,264 34,111 30,000 4691 R&M- Streets 64,702 86,034 4~,000 4701 Printing & Binding 6,609 11,679 10,000 Proposed Budget 2003/04 Page 64 $ 648 $ 2,760 4,786 0,000 0 9,300 62,493 100,000 123,294 186,000 3,878 6,280 1,678 8,000 16,734 48,00Q 0 lA00 11,803 32,600 46,438 66,000 16,361 36,000 4850 Special Events 486t Cultural/Recreation Programs 4862 Foun,~ers Day Activities 4854 Summer Recreation 145,477 69,768 o 109,641 76,393 86,467 0 70,000 ~,000 0 0 15,686 t6,634 61,447 0 88,000 76,000 65,000 15,000 COMMODITIES 6t01 Office Supplies 6120 Computer Operating Supplies 6220 Gas & Oil 0240 Uniforms 5290 Other Operating Supplies 4,696 $ 1,063 3,552 8,389 1,198 3,278 $ 2,480 9,612 2,716 461 4,000 $ 1,000 3,500 7,600 2,000 1,869 $ 3,765 54O 4,179 214 4,0OO 7,000 6,000 8,000 2,000 OTHER OPERATING EXPENSES 6410 Subscriptions & Memberships 6420 Conferences & Seminars 6450 Training 6901 Contingency 1,266 $ 1,908 1,087 12 $96 $ 619 1,940 138 1,600 $ 2,260 2,000 1,600 666 $ 884 2,000 024 2,000 2,750 2,260 1,500 Proposed Budget 2003/04 Page 66 COMMUNITY SERVICES 3110 Professional Services En,qineerin,q - 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, public works permits, development review requirements, and other special projects. 3111 WASA Billing - Costs associated with contracting with the County to collect stormwater utility fees. 3112 Professional Services Community Recreation Center - Costs associated with operating the Community Recreation Center on an outsourced basis. 3150 Professional Services Landscape Architect - Provides funding for professional landscape architect consulting services to assist the Department with developing maintenance specifications and developing landscape plans. 345O Landscape Services - Provides for costs associated with contracting tree, landscape, irrigation and flower maintenance services for all public right-of-ways, and medians. 3451 Beautification/Si,qna.qe - establishes funding for signage and beautification projects to enhance the aesthetics of the City and foster community pride. Includes replacement flags, signage and banners and associated banner arms and hardware as well as additional banners for Yacht Club Way, NE 188 Street and costs associated with the FEC Lease. 3452 Landscape/Tree Maintenance Services - Parks - Provides funding for contracting maintenance services for Aventura Founders Park. Services include: grounds maintenance; tree maintenance; athletic field maintenance. 3455 Transportation Services - Funding level includes providing three mini-bus public transit routes on a six day expanded operating schedule on a contractual basis with the private sector as well as printing costs for new timetables. Transit system links the residential areas to community, retail and medical establishments, as well as linking to Miami-Dade Transit routes. 3460 Street Maintenance/Draina,qe Provides for estimated costs associated with contracting for street, sidewalk, and drainage maintenance services including street sweeping, asphalt repair and striping, decorative street light maintenance, canine waste dispensers, sidewalk repairs, and unanticipated expenses. 4311 Utilities Street Lighting - Provides funding for services associated with street lighting in various areas of the City. 4320 Utilities Water - Provides funding for purchasing water for irrigating the medians, swales and right of ways in the City. Proposed Budget 2003/04 Page 66 4620 R&M Buildings - Provides for funding the necessary building maintenance services to the Community Recreation Center: air conditioning maintenance contract; pest control; safety inspections; fire alarm system monitoring and maintenance; roof inspections; plumbing and electrical repairs; janitorial services; security system monitoring and maintenance, and holiday lighting. 4672 R&M Parks - Provides funding for repair and maintenance of park amenities and equipment, as well as contractual janitorial services for restrooms and office. 4691 _R & M Streets- Provides funding for services utilized in the maintenance of streets, sidewalks and drainage. 4850 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: Arts and Craft Festival, Founders Day, July 4th, Veterans Day, Arbor Day, 3 outdoor concerts. Winter Wonderland, Halloween and other major special events. 4851 Cultural & Recreation Pro,qrams - Provide for costs associated with establishing a wide variety of cultural and recreation programming such as trips and tours to local venues, recreation programs, youth athletics, and a rotating art exhibit October through May. 4852 Founders Day Activities - Provides for funding direct mail, activities, games and entertainment for Founders Day and concert. 5410 Subscriptions & Memberships - Provides for funding memberships in the American Public Works Association and the Florida and National Recreation and Parks Association for staff. 5420 Conferences & Seminars - Provides for funding for attending the following conferences: American Public Works Association, Florida Recreation and Parks Association, National Recreation and Parks Association, NYSCA ,customer service training, and local seminars. Proposed Budget 2003104 Page 57 NON DEPARTMENTAL CITY OF AVENTURA 2003~04 BUDGETARY ACCOUNT SUMMARY 001-9001-581 9117 9118 9123 9124 9126 9141 TRANSFERS Transfer to Park Develolxt~ent Fund Transfer to Charter School Fund Transfer to 1999 Debt Service Fund Transfer to 2000 Debt Service Fund Transfer to 2002 Debt Service Fund Transfers to Storm Water Fund $ 110,000 $ $ 1,352,988 1,361,696 999,570 505,800 1,366,768 487,900 142,264 489,511 395,000 396,507 NON DEPARTMENTAL 9123 9124 9125 Transfer to Debt Service Fund - Represents debt service amounts required to fund the Florida Municipal Loan Council Loan for the Government Center. Transfer to 2000 Loan Debt Service Fund - Transfer to 2000 Loan Debt Service Fund for required interest and principal on that Loan. Transfer to 2002 Loan Debt Service Fund - Transfer to 2001 Loan Debt Service Fund for required interest and principal on that Loan. Proposed Budget 2003/04 Page 58 CITY OF AVENTURA 2003104 BUDGETARY ACCOUNT SUMMARY 001-9001-590 341o 31oo CON RA A S PFOL Ser~icea - Janitorial Library Lease Books Program $ 46,402 $ 85,000 $ 88,000 $ $ 17,374 46,000 46,000 27,070 $ 62,400 46,000 4101 4201 4301 4401 4420 4440 4601 4620 4660 OTHER CHARGES & SERVICES Commu nication Servicea $ 78,766 $ 50,000 Postage 16,647 t8,000 Utilities 128,062 110,000 Office Space Lease 134,243 Leased Equipment t66 2,000 Copy Machine ~osts 13,266 20,000 Insurance 199,430 261,000 R&M- Government Center 68,749 64,000 R&M- Office Equipment 361 5,000 90,000 $ ,14,056 $ 90,000 18,000 12,886 18,000 t80,000 88,201 t80,900 2,000 2,000 20,000 7,677 20,900 460,000 228,928 496,000 64,900 42,274 64,000 6,000 8,973 18,000 8290 Other Operating Supplies 8,774 $ 16,000 $ 16,000 $ 3,934$ 16,000 6061 6901 OTHER OPERATING EXPEN~I~; Cultural Aris Center Foundation Contingency 23,226 10,000 $ 10,000 $ $ 60,000 40,000 64,621 10,000 ~,~ Proposed Budget 2003/04 Page 88 NON DEPARTMENTAL 3155 Library Lease Books Pro,qram - Provides funds to address improvements to the book collection and business oriented materials at the Miami-Dade Northeast Library branch. 3410 Janitorial Services - Costs for Government Center. 4101 Communication Services - Costs associated with telephone service, internet access, web pages, and other communication type services for Government Center and Police Department. 4301 Utilities- Costs associated with electricity, water, sewer and refuse service for the Government Center. 4501 Insurance - Liability and property insurance coverage for all City owned or leased facilities and equipment and all employees and officers. 4620 R & M Government Center - Costs of maintaining service contracts for mechanical systems within the Government Center. 4650 R & M Office Equipment - Costs of maintaining service contracts on all office equipment located at the Government Center. Proposed Budge~ 2003/04 Page 60 CAPITAL OUTLAY CITY OF AVENTURA CAPITAL BUDGET 2003104 PROJECT APPROPRIATION 001-80XX 8410 City Commis;iqn - 01-611 Equipment 6~01 84.10 City Manauer's Office -60- 012 Computer Equipment Equipment $ $ 3,102 4,000 6401 6410 Finance Suuoort Serv. Computer Equipment Equipment 21,686 $ 160,942$ 111,418$ 3,829 3,489 2,000 10,330 62,000 ~401 City Clerk - 08-819 Computer Equipment 2,209 $ 8481 64O7 646O Public Safety -20- 021 Computer Equipment Radio Purchase & Replace. Vehicles $ 107,709 $ 163,476 $ 164,676 $ 67,027 $ 130,000 68,416 102,496 106,126 21,827 110,000 293,217 4tl,781 306,862 311,600 6401 6410 646O Corrwnunitv Develomnent - 40-6:4 Computer Equipment $ Equipment Vehicles 13,767 S 416 $ 17,660 $ 360 1,600 14,620 8,160 27,600 Proposed Budget 2003104 Page 61 6401 6460 6301 6302 6303 6304 6306 6307 9313 6314 6316 6316 6317 6102 6231 6206 9203 6310 Community Services - 90-6391641/672 Computer Equipment $ 67,403 Vehicles 10,409 Beautification Projects 1,612,242 Walkweys/Sidewalks 12,362 Safety Improvements 224,372 Bus SheltersJBenches~lews stan( 109,999 Road Resurfacing Ughting Improvements 363,679 NE 189th Street & NE 28th Ave. 209.982 NE 190th Street NE 207th Strcet Country Club Drive Improvements NE 188th Street Lighting Improve. Park Property Purchase NE 31 Avenue Park Development Millennium Pk/Community Center Waterways Park Improvements 218,063 Aventura Founders Park 2,179 1,864,677 12,307 62,646 213,677 42.164 191,271 1,123 93,736 1,704,682 10,018 4,998 $ 4,700 4~,000 %041,404 86,468 1,400.000 160,000 103,070 7,000 2,008 $ 46,763 93,206 8,939 646,967 103,070 4,819 2,600 37,600 648,000 36.110 600,000 87,000 3,000,000 7,000 6201 6196 6208 0999 Non-Oeeertmentsl -gQ- Government Center $ 2,920,773 $ Mutchnik Property Purchase $ 633,141 $ Building~Equipment Capital Reserve 107,923 $ 260,000 9,719,426 66,071 8,439,206 Proposed Budget 2003/04 Page 62 OFFICE OF THE CITY MANAGER 6401 Computer Equipment - This project consists of upgrading and replacing computer equipment. FINANCE SUPPORT SERVICES 6401 Computer Equipment - This project consists of expanding and upgrading the City's general computer system, which is used by all City Departments. This project also consists of upgrading computer equipment in the Finance Support Services Department in the amount of $6,000. CITY CLERK 6401 Computer Equipment - This project consists of upgrading and replacing computer equipment. PUBLIC SAFETY 6401 Computer Equipment - This project consists of purchasing computer equipment and software that utilizes the latest technology for the Police Department. The primary system consisting of CAD dispatch, records management and mobile laptop computer capabilities was acquired in the 1996/97 fiscal year but will require expansion during the year to accommodate growth and required upgrades. 15 Desktop Computers $ 30,000 12 Mobile Laptops' 65,000 Upgrades 5,000 Replace Air Cards 30,000 6407 Radio Equipment - This project consists of purchasing 10 handheld and 10 mobile radios, and upgrades to the 800 MHz system to accommodate the communication needs of the Police Department. 6450 Vehicles - This project consists of purchasing police vehicles to accommodate the vehicle replacement program in the Police Department. Replace 10 Patrol Vehicles and 2 specialty Vehicles COMMUNITY DEVELOPMENT 6401 Computer Equipment - This project consists of upgrading and replacing computer equipment. 6450 Vehicles - This project consists of replacing a Utility Vehicle and a vertical file. Fh'oposed Budget 2003/04 Page 63 COMMUNITY SERVICES 6401 Computer Equipment - This project consists of upgrading and replacing computer equipment. 6450 Vehicles - This project consists of the replacement of equipment as follows: Pickup Truck and Utility Truck. 6301 Beautification Projects - This program consists of funding projects included in the Citywide Beautification/Landscape Master Plan as follows: Yacht Club Way 180,000 William Lehman Causeway 344,000 Install 3 Newspaper Racks 24,000 6307 Lighting Improvements - This project consists of partially funding the following improvements that are contained in the Transportation Fund: NE 31`t Avenue 85,000 NE 31 Avenue Park Development - This project consists of developing the 2 acre park site on NE 31 Avenue. Planned facilities and amenities include: 30 space parking lot; 1.5 acre open playfield area; playground facilities; landscaping with shade trees; decorative fencing separating the pet park from the play areas; separate entrance for visitors with pets. 25,000 square foot pet exercise area; ddnking fountains for pets and people; several "pooper scooper" stations; trash receptacles and secudty lighting. 6205 Community Center Improvements - This project consists of providing equipment, computers and improvements at the Community Recreation Center. Facility Reservation Software $8,000 Additional Computers for Technical Center 22,000 Point of Sale and Card Printer Software 8,000 Additional Registration Station 5,000 Curtain Divider for Gym 6,500 Indoor Portable Stage 3,500 Portable Walls for Hanging Art 4,000 200 Folding Chairs 6,000 Fencing 24,000 6203 Waterways Park Improvements - This project includes purchasing 6 acres from Gulfstream Racetrack and developing and expanding the current Waterways Park. The park would include a multipurpose sports field, playground, basketball court, fitness trail and preservation of 1.5 acres of mangroves. 6310 Aventura Founders Park - This project consists of purchasing soccer goals. Proposed Budget 20031Q4 Page 84 POLICE EDUCATION FUND CITY OF AVENTURA CATEGORY SUMMARY 2003/04 This Fund is used to account for revenues and expenditures associated with the two dollarsI ($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. I REVENUE PROJECTIONS 310000/319999 Locally Levied Taxes 326900/3269~ Licenses & Permits 330000/330000 Intergovernmental Rev. 340000/340093 Charges for Services 300000/300900 Fines & Forfeitures 3699oer369969 Misc. Revenues 380000/389999 Transfer from Funds 369e00/300699 Fund Balance 0 0 0 0 0 0 0 0 0 O 0 0 0 0 0 0 0 0 0 O 4,806 4,14~ 4,300 2,000 4,300 692 69 90 29 69 0 0 0 0 0 19,400 6,746 0 0 0 EXPENDITURES 1000/2909 Pemonal Services 0 0 0 0 0 3000/3999 Contractual Services 0 0 0 0 0 4ooo/4000 Other ChargeslSvcs o o o o o 600016399 Commodities o o o o o 6400/8000 Other Operating Expenses 16,160 3,200 4,390 607 4,390 Capital Outlay o o o o Proposed Budget 20~3/04 Page 66 CITY OF AVENTURA 2003104 REVENUE PROJECTIONS 3611000 Fines $ 4,800 $ 4,149 $ 4,300 $ 2,098 $ 4,300 3611000 Interest Earnings 092 60 90 20 90 3~0000 Carryover 10,408 0,74~ 0 0 0 EXPENDITURES 2002 Public Sa~t~ - 621 6460 Training $ 16,160 $ 3,269 $ 4,390 $ 607 $ 4,390 TOTAL EXPENDITURES 361396 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. Proposed Budge~ 2003~4 Page 66 ~ ofEXCe~- TRANSPORTATION AND STREET MAINTENANCE FUND CITY OF AVENTURA CATEGORY SUMMARY 2003~04 This fund was established to account for restricted revenues and expenditures which State Statute and County Transit System Surtax Ordinance are designated transportation enhancements, street maintenance and construction costs. Expenditures will either be accounted for in the General Fund by designating specific expenditure ,accounts in the Community Services Department and the Capital Improvement Program or in this fund by designating specific operating line items or Capital projects. REVENUE PROJECTIONS 31oooo;315oo, Locally Levied Taxes 32oo00/3,~;; Licenses &,Permits 330OOO~300SS Intergovemmental Rev. 24oooo/3/.~'-;; Charges for Services 36oooo/36~o9 Fines & Forfeitures 26oooo/36o~oa Misc. Revenues 380o00/380009 Transfer from Funds ~oooo/~;--.~;; Fund Balance 0 0 0 0 0 0 0 0 0 0 517,664 532,033 896,000 292,419 1,294,000 0 0 0 O 0 0 0 0 0 0 16,~ 3,237 7,600 242 7,6QO O O O 0 O 230,881 220,224 20,000 26,904 6,0~ EXPENDITURES 1000/2999 3000/3999 40OO/40OO 6000153OO 64001OOOO Personal Services Contractual Services Other Charges/Svcs Commodities Other Operating Exp. 5oo0/505o Capital Outlay oooo/oooo Trensfere 0 O 563,0OO 0 0 0 0 0 0 0 ?0,000 0 194,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 280,000 0 640,890 729,500 573,500 285,760 672,610 CITY OF AVENTURA 2003/04 REVENUE PROJECTIONS 3361200 3363001 3363010 3383801 Interaoverruuental Revenues state Revenue Sharing Local Option Cap. Impr. Gas Tax Local Option Gas Tax County Transit System Surtax $ 113,147 6 93,228 $ 116,000 $ 69,478 $ 110,008 129,608 130,000 06,811 284,60~ 309,197 301,000 167,130 0 0 360,000 0 116,000 130,000 314,000 736,000 3811000 Misc. Revenues interest Earnings 18,689 $ 3,237 $ 7,600 $ 242 $ 7,600 3999000 Canyover $ 239,881$ 220,224$ 20,000$ 26,994 $ 0,000 Proposed Budget 2003/04 Page 68 CITY OF AVENTURA EXPENDITURES OPERATING Community $~rvk;e~ - 60-641 3450 Enhanced Transit Services $ $ $ 70,000 $ $ 1M,O00 CAPITAL OUTLAY Conmtunitv Se~/ices - 50-~41 ~31~ Country Club Drive Improvements 2~0,O0o 6307 Street lighting Improvements 209,~90 6'341 Transportation System Improve. 281,000 - 0 9101 Transfer to Genet'al Fund $ 563,0~ $ 729,80Q 673,600 286,760 672,810 3351200 State Revenue Proceeds - Revenue received in this category represents a portion of the total State Revenue Sharing Funds. Their source is the motor fuel tax and is restricted to road construction and maintenance. Based on information from the State, it is anticipated that $115,000 will be received in the upcoming fiscal year. 3353001/ 010 Local Option Gas Tax - The County has adopted two phases of the local option gas tax. The first phase is six cants per gallon on fuel and is collected by the' State's Department of Revenue and remitted monthly based on a formula which provides a weight of 75% to population and 25% to canter line mileage in each city. These funds must be used for transportation related expenditures. The second phase must be used for transportation expenditures needed to meet the requirements of the capital improvements elements of an adopted comprehensive plan. 3353801 Counh' Transit System Surtax - County voters approved a 1/2 percent sales tax increase for transportation needs that went into effect January 2003. As provided by County Ordinance the cities receive 20% of the proceeds based upon population. Based on information provided by the County is anticipated that $735,000 will be received for the fiscal year. 3455 Enhanced Transit Services - Funds will be used to fund required 20% of County Transit System Surtax for enhanced public bus transportation system beyond levels set in the 2001/02 budget. 6307 Street Liohtina ~ -This project provides for the installation of new streetlights and illuminated street signs in certain areas. Street Lights: NE 31 st Avenue 85,000 Yacht Club Way 150,000 Street Signs: NE 31 st Avenue/Williams Island Boulevard 60,000 Williams Island Boulevard NE 29th Place/Aventura Boulevard NE 30th Avenue/NE 203rd Street Causeway/Biscayne Boulevard Williams Island Boulevard/Biscayne Boulevard Proposed Budget 2OO3;O4 Page 70 6341 Transportation System and Traffic Improvements -This project includes improvements to the City's transportation and traffic system including bus shelters. A major component of this project is the implementation of the Traffic Video Monitoring Program which provides for the installation of cameras at key intersections to allow for the Police Department to monitor and respond to traffic conditions. Extend Lehman Causeway Westbound Service Road $55,000 Install Curbing to 6 Bus shelters 15,000 Install Shelter at Biscayne Blvd and NE 210th 73,500 Traffic Video Monitoring Program for Miami Gardens/Biscayne BIvd, NE 183rd/Biscayne Blvd (2) 137,500 9101 Transfer To General Fund - After the budget is reviewed, specific expenditure accounts in the Community Services Department and the Capital Improvement Program will be designated as funded from this fund. Although we will account for these expenditures within the General Fund, transfers will be made once per month from the Street Construction and Maintenance Fund to the General Fund to reimburse the General Fund for actual expenditures made from these designate, d expenditure accounts. Proposed Budget 2003104 Page 71 POLICE CAPITAL OUTLAY IMPACT FEE FUND CITY OF AVENTURA CATEGORY SUMMARY 2003104 This fund was created to account for impact fees derived from new developments and restricted by Ordinance for Police capital improvements. This fund provides a funding source to assist the City in providing police services required by the growth in the City. REVENUE PROJEC'I1ONS $10000/~ls,~s Locally Levied Taxes 620000/32~ Licenses & Permits 330000/339999 Intergovernmental Rev. ~40000/34~m Charges for Services 360000/359999 Fines & Forfeitures ~00ee/360009 Misc. Revenues 380~00/309999 Transfer from Funds ~oo~ Fund Balance $ $ $ $ $ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 169,E4~ 119,094 66,000 40,707 49,000 0 0 0 0 0 131,721 82,714 40,OEO 82,608 42,0~0 EXPENDITURES t000;2000 Personal Services $ $ $ $ $ 3000/3999 Contractual Sen;ices 0 0 0 0 0 4000;4o00 Other Charges/Svcs 0 0 0 0 0 S000;6609 Commodities 0 0 0 0 0 6400/6999 Other Operating Exp. 0 0 0 0 0 6000/soso Capital Outlay $ 238,666 $ 99,190 $105,000 $ 72,228 $ 9t,000 9000~0 Transfers o o o o o PToposed Budget 2003~, Page 72 CITY OF AVENTURA 2003104 REVENUE PROJECTIONS Misc. Revenue~ 361100 Interest Eamings $ 3,331 $ 869 $ S 302 $ 3832200 Police Impact Fees 166,217 118,229 60,000 ,10,314 40,000 Non .Revenue 3999000 Carryover $ 131,721 $ 62,714 $ 40,000 $ 82,600 $ 42,000 EXPENDITURES 2002 Public Safety. 621 6407 Radio Purchase & Rep&ase. 182,160 6401 ~ E~lulpfTleni 4,286 6460 Vehicles 4,726 6410 Equipment $ 47,376 $ 99,199 96,826 72,228 91,0Q0 Non..D~ntal. 6999 CapitalResewe $ Proposed Budget 2003/04 Page 73 3632000 Police Impact Fees - Represents fees collected from new development to pay for additional police costs and capital equipment caused by the impact of the development on services and the community. PUBLIC SAFETY 6410 Equipment - This project consists of purchasing the following equipment for the Police Department: Replace 15 vests 10 Overhead light bars, Sirens & Cages Replace SMART Radar Trailer Marine patrol engine replacement Proposed Budget 2003/04 Page 74 PARK DEVELOPMENT FUND CITY OF AVENTURA CATEGORY SUMMARY 2003~04 This fund is used to account for revenues and expenditures specifically earmarked for capital improvements to the City's park system. The fund will account for impact fees derived from new developments and restricted by Ordinance for Park capital improvement projects. REVENUE PROJECTIONS 310000/31~08~ Locally Levied Taxes 320000/329999 Licenses & Permits 3~0000/388000 Intergovernmental Rev. ~40000/340888 Charges for Services 3soooo/3soooo Fines & Forfeitures 380000rj80008 Misc. Revenues 380000/380s90 Transfer from Funds 380000/300000 Fund Balance $ $ $ $ $ 0 0 0 0 0 66,617 0 0 0 0 0 0 0 0 0 0 0 0 0 0 668,136 497,780 0 6,086 13,000 o o o 0 o 636,424 1,236,388 678,618 820,286 387,000 EXPENDITURES looor2ooo Personal Services $ $ $ $ $ 3000/3999 Contractual Services o o o o o 4000/4999 Other Charges/Svcs o o o o o sooo/s~oo Commodities o o o o o 84ooA088 Other Operating Exp. o o o o o sooo;ss~o Capital Outlay $ 122,789 $ 913,882 $ 68'8,818 $ 436,018 $ 400,000 9ooo~9999 Transfers o o o o o Proposed Budget 2003/04 Page 76 CITY OF AVENTURA 2003/04 REVENUE PROJECTIONS 3377100 Safe Neighbor. Parks Grant $ 99,917 $ Misc. Revenues 3011000 Interest Earnings $ 34,000 $ 16,759 $ $ 0,080 3~3270~ Recreation Impact Fees 633,~49 481,020 15,000 3999000 Carryover $ 636,424 $ 1.236,388 $ 978.618 $ 820,28~ $ 387,090 EXPENDITURES 5001 6206 6116 6316 6203 Coflanunitv Sec'vices - 672 Mlllennion~ Pk/CmnnaJnity Center $ 78,093 Community Center Land 6,000 Country Club Drive Improve. 39,696 Waterways Park Imp¢ovements $ 913,882 $ 438,618 $ 436,818 $ 8099 Non-Deonrtmental - (i90 Capital Reserve TOTAL EXPENDITURES Proposed 8edger 2003/04 Page 76 3632700 This represents the amount anticipated from park impact fees required from new residential development in the City. COMMUNITY SERVICES 6203 Waterways Park - This project consists of developing a multipurpose sports field, playground, basketball court, fitness trail, parking facilties, Proposed Budget 2003/04 Page 77 ~ of £~cce DEBT SERVICE FUNDS CITY OF AVENTURA CATEGORY SUMMARY 2003~04 REVENUE PROJECTIONS 310000/319999 Locally Levied Taxes $ $ $ $ 320000/329999 Licenses & Permits $ $ $ $ 330000/339999 Intergovemrnental Rev. $ $ $ $ $ 340000/349999 Charges for Services $ $ $ $ $ 390000/369999 Fines & Forfeitures $ $ t $ $ 360000/369999 Misc. Revenues $ 29,371 $ 29,483 $ 24,968 $ 14,125 $ 24,968 380000/389999 Transfer from Funds $ 1,849,695 $ 1,796,339 $ 1,834,970 $ 766,278 $ 2,001,462 399900/399999 Fund Baladce S 366,812 $ 366,615 $ 860,941 $ 1,068,202 $ EXPENDITURES 1000/2999 Personal Services 0 0 0 0 0 3000/3999 Contractual Services 0 0 0 0 0 4000/4499 Other Charges/Svcs o o o o o 0000/6399 Commodities 0 0 0 0 0 6400/9999 Other Operating Expenses 0 0 0 0 0 6000/6999 Capital Outlay 0 0 0 0 0 7000/7999 Debt Service 1,008,330 1,866,440 2,710,400 1,248,203 2,716,410 9000/9999 Transfers 0 o o 0 0 Proposed Budget 2003/04 Page 78 CITY OF AVENTURA CATEGORY SUMMARY 2003/04 Th* ' .... is fund was established to account for debt service payment expenditures associatedI with the long term financing for the purchase of properties utilized for public parks, and the~ permanent Government Center and the construction of the Government Center. I REVENUE PROJECTIONS 310000/319999 Locally Levied Taxes $ $ $ $ $ 3;ooo0~.; Ucansas & Permits 0 0 0 0 0 330eeo/33~m Intergovernmental Rev. 0 0 0 0 0 340eeo/~.-~;.. Charges for Services 0 0 0 0 0 3soeeo/~69999 Fines & Forfeitures 0 0 o 0 0 ~oeeo~.~ Misc. Revenues ?~44 4.327 0 1,~$ 0 3,ooeo/3sem Transfer from Funds 1,3~1,696 1,368,02E 99%$70 $0;,900 1,999,769 39~00/3~ Fund Balance 36~A12 3M,e13 3~,919 371~13 0 EXPENDITURES lOOOrZ~e Personal Services 3oooP~ Contractual Services 4ooo/4e99 Other Charges/Svcs 9000/S399 Commodities ,4oo/gees Other Operating Expenses ~ Capital Outlay o o o o o 7000/7999 Debt Service 1,3E8,337 1,3~7,166 1,366,186 ~79,0~8 1,369,768 eooe~m9 Transfers o o o o o PrOpOlmd Budget 2~9~4 ~ 79 CiTY OF AVENTURA 2002/03 REVENUE PROJECTIONS 3141000 Utility Tax- Electric 3142200 Utility Tax-Telecu~ m, dmicntioflS 3143000 Utility Tax-Water 3144009 Utility Tax-Gas 3611000 Interest Earnings 3811001 Transfer SYorn Gefl~ral Fund 3842000 Bond Proceeds 3~0OO Ca~yover S $ $ $ 7,444 4,327 1,526 1,361,696 1,368,023 999,670 606,800 1,368.768 3~6,812 366,616 366,616 371,813 EXPENDITURES 9001 Non-De.amOral - 7130 Pl'incipal $ 370,000 $ 380,000 $ 396,000 $ 396,000 $ 410,000 7230 Interest 970,266 906,940 900,100 476,000 936,683 7330 other DeM Service Costs 18,682 20,216 21,086 9,088 21,068 TOTAL EXPENDITURES Page 80 3811001 Transfer From General Fund - Amount transferred from the General Fund to fund debt service costs. 7130 Principal - Principal payment due 4/1/2004 on the Florida Municipal Loan Council Loan which financed the construction of the Government Center as well as refund the line of credit which paid the costs of acquiring the Park site and Government Center site. 723O Interest - Interest payments due on the loan which will be payable on 411/2004 and 10/1/2004. 733O Other Debt Service Costs - Fees payable to the Florida Municipal Loan Council for acting as the paying agent and arbitrage calculation costs, Propos~ ButUt 2OO3/O4 Page CITY OF AVENTURA CATEGORY SUMMARY 2003/04 This fund was established to account for debt service payment expenditures associatedI with the 2000 Loan which was used for the Community Recreation Center and thel acquisition and construction of Waterways Park. I REVENUE PROJECTIONS 310000/319999 Locally Levied Taxes $ $ $ $ $ 320000/~29~ Licenses & Permits 0 0 0 0 0 330000/'339999 Intergovernmental Rev. o 0 o 0 o ~4oooo~ee Charges for 8ervices o o o o o 36oooo~ Fines & Forfeitures o o o o o 66oooo~'~.~= Misc. Revenues 21,927 66,166 24,9~8 12,m 24,~8 3~0000~== Transfer from Funds 487,9oo 437,314 0 0 486,611 66~00~=~-~.a Fund Balance 0 0 ~,~66 ~,020 0 EXPENDITURES lOOO/2999 Personal Services 3000/3999 Contractual Services 4ooo/4sss Other Charges/Svcs 6000/5399 Commodities ~4oo/ssss Other Operating Expenses ~ooo~see Capital Outlay o o o o o 7000/7999 Debt Service 609,993 $09,664 609,284 164,864 610,669 eeoomees Transfers o o o o o CITY OF AVENTURA 2003104 REVENUE PROJECTIONS 3011000 Interest Earnings $ 21,927 $ 26,166 $ 24,968 $ 12,600 $ 24,908 3011001 Transfer from General Fund 4~7,900 437,314 486,011 3842000 Bond Proceeds 000,000 3999000 Carryover 4~,834 4~3,020 484,326 4~3,020 EXPENDITURES 9001 Non-Departmental - 7130 Principal $ 220,000 $ 100,000 $ 10~,000 $ $ 220,000 7230 Interest 289,993 319,284 319;284 1~4,854 290,669 TOTAL EXPENDITURES 3811001 Transfer From General Fund - Amount transferred from the General Fund to fund debt service costs. 7130 723O Principal - Principal payment due 10/1/2003 on Bank Qualified Loan which financed the Community Recreation Center and the acquisition and construction of Waterways Park. Interest - Interest payments due on the loan which will be payable on 4/1/2003 and 10/1/2003. Proposed Budget 2003104 Page 83 CITY OF AVENTURA CATEGORY SUMMARY 2003104 This fund was established to account for debt service payment expenditures associatedI with the 2002 Loan which was used to acquire property for the Charter School and partially~ fund the Community Recreation Center. I REVENUE PROJECTIONS 310000/310000 Locally Levied Taxes 33o000/3~o0o0 Licenses & Permits 330000/339999 Intergovernmental Rev. =4~000t=4O0O0 Charges for Services 3;o0eooo0o0s Fines & Forfeitures 3~oooo~ Misc. Revenues 380000/389990 Transfer from Funds 3000oo3o0000 Fund Balance $ $ $ $ $ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 233,369 390,000 0 3O0,O07 0 0 O 233,360 O EXPENDITURES 1000/2999 3000/3999 4000/4.999 $000/3399 6400/8999 Personal Services Contractual Services Other ChargeslSvcs Commodities Other Operating Expenses 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 60o0/8000 Capital Outlay 7000/7999 Debt Service 0ooo/8000 Transfers 0 0 0 0 0 0 0 390.000 101,202 396.607 0 0 0 0 0 Proposed audget 2o03/64 Page CITY OF AVENTURA 2003104 REVENUE PROJECTIONS 3011000 Intern~ Earnings - 3811001 Transf~ from General Fund 0 3842000 Bond Proceeds 233,369 3~9000 Carryover 396,000 36~,607 233,3~0 EXPENDITURES 9001 Non4)ei~rlsTt~ntal - 090 7130 Principal $ 110,000 $ $ 132,310 7230 Interest 280,000 101,262 264,102 TOTAL EXPENDITURES 3811001 Transfer From General Fund - Amount transferred from the General Fund to fund debt service costs. irr 7130 principal - Principal payment due 8/1/2004 on the Loan which financed the the acquisition of the charter school site ($4,600,000) and the balance of Coummunity/Recreation Center ($900,000). 7230 Interest - Interest payments due on the loan which will be payable on 2/1/2004 and 8/1/2004. PrnpocedBudge(2~3/64 P~e~ CITY OF AVENTURA CATEGORY SUMMARY 2003/04 This fund was established to account for debt service payment expenditures associatec with the Florida Intergovernmental Finance Commission Loan which was used to fund the construction and equipment for of the Aventura Charter Elementary School. REVENUE PROJECTIONS 31o000/3109~ Locally Levied Taxes 3o0o00/320o08 Licenses & Permits 330000/339999 Intergovernmental Rev. 3490o0/34o0o0 Charges for Services 36o0oo/3o0o0s Fines & Forfeitures ~o0o0r~o0 Misc. Revenues =ooooor~o0ee Transfer from Funds 3o0o0o/'~;e Fund Balance 0 0 O 0 0 O 0 0 0 0 0 2O0~478 0 0 0 0 0 0 0 0 0 0 0 O 0 0 0 0 0 0 0 0 440,000 260,478 442,666 0 0 0 0 0 EXPENDITURES 1000/2999 Personal Services o o o o o 30OO/3OOO Contractual Services o o o o o 4000;4900 Other Charges/Svcs o o o o o o0o0/33o0 Commodities o o o o o ~49o;ooo0 Other Operating Exp. o o o o o o0o0;o0o0 Capital Outlay 0 0 0 0 0 7000/7999 Debt Service 0 0 44o,ooo 113,049 442,668 so00~o Transfers o o o 0 o Page 86 CITY OF AVENTURA 2002/03 REVENUE PROJECTIONS Transfer From Chalter $choe4 FU~ld 442,66~ 3999000 Cartyove~ 0 38420~1 Bond Proceeds 0 2~0,4.78 MO,O00 260,47~ 0 EXPENDITURES 7130 Principal 147,8~6 7230 Interest 0 0 440,000 t 13,04~ ~4,~81 TOTAL EXPENDITURES 3811901 Transfer From Charter School Fund - Transfer of funds for lease payment from Charter School Fund for elemetary school to fund debt service costs for construction of school. 7130 Principal - Principal payment due 8/1/2004 on the Loan which financed the construction of the charter school. 723O Interest - Interest payments due on the loan which will be payable on 2/1/2004 and 8/1/2004. Pa~e ~7 CAPITAL CONSTRUCTION FUNDS CITY OF AVENTURA CATEGORY SUMMARY 2003/04 These funds were established to account for bond and loan proceeds and expenditures associated with var ous projects wh ch were f nanced through long term borrowing. REVENUE PROJECTIONS COD~, 310000/319999 320~00/329999 330000/339999 340000/34O990 360000/369999 380000/389999 396900/399999 Locally Levied Taxes Licenses & Pemdts Intergovernmental Rev. Charges for Services Fines & Forfeitures Misc, Revenues Transfer/Debt Proceeds Fund Balance $ $ $ $ 479,661 91,660 16,000 23,#9 6,020,600 6,606,749 6,S60,000 3,618,496 6,027,676 6,759,626 11,812,627 EXPENDITURES lOOO/2999 Personal Services $ $ $ $ $ 3000/3000 Contractual Services o o o o o 4ooo;4000 Other Charges/Svcs o o o o o 600018399 Commodities o o o 0 o S4O0/SO09 Other Operating Expense o o o o 0 ~ooo/o~e Capital Outlay $ 4,164~29 $ 6,176,810 $ 11,774,626 $ 3,470,0e~ $ 7ooortsoo Debt Service o o o o o ~ooo~o~o Transfers o o sso,ooo o o Proposed audget 2oe3~4 Page 88 CiTY OF AVENTURA CATEGORY SUMMARY 2003104 This fund was established to account for bond proceeds and expenditures associated with l the Revenue Bond Issue to construct the Government Center..._,1 I REVENUE PROJECTIONS 310000/319999 Locally Levied Taxes $ 320990/329999 Licenses & Permits 0 330000/339999 Intergovernmental Rev. o ~400O0~49999 Charges for Services 0 30o0oo/3m Fines & Forfeitures o 390000/369999 iisc, Revenues 242,466 3900o0/399900 Transfer/Debt Proceeds 0 30000o/300999 Fund Balan~:e 3,$18,40o S $ $ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EXPENDITURES Personal Services o o o o o 1000/2999 3000/3999 400014999 6000/6399 640Ol9999 Contractual Services Other Charges/Svcs Commodities Other Operating Expense 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9000;6999 Capital Outlay 7990/7999 Debt Service 9000/9999 Transfers 3,924,800 0 0 0 0 O 0 0 0 O 0 0 0 0 0 Proposed Budget 20O3/04 Page 89 CITY OF AVENTURA 2003/04 REVENUE PROJECTIONS 3611000 3999000 3842000 Interest on Investments Carryover Bond Proceeds $ 242,466 $ $ 3,618,496 $ EXPENDITURES 900~ 6101 9201 7390 Non-Departmental - 990 Land Acquisition Government C~,nter Bund Issue Costs TOTAL EXPENDITURES 3,924,800 Proposed Budget 2003/04 Page 90 CITY OF AVENTURA CATEGORY SUMMARY 2003/04 Th~s fund was established to account for proceeds and expenditures associated with the bank loan issued in 2000 for construction of the Community Recreation Center and the lacquisition and construction of Waterways Park. REVENUE PROJECTIONS 210000/319999 Locally Levied Taxes $ $ $ $ S 320000/329999 Licenses & Permits 0 0 0 0 0 330000/339999 Intergovernmental Rev. 0 0 0 0 0 340oo0/34ooo0 Charges for Services 0 0 0 0 0 380000/369999 Fines & Forfeitures 0 0 0 0 0 360000/369999 Misc. Revenues 237,206 90,927 16,000 20,121 0 38OO00/38OO00 TmnsferlDebt Proceeds s,020,ooo 0 0 0 0 399900/399999 Fund Balar~ce 0 $,027,675 4,809,620 4,903,129 0 EXPENDITURES 1000/2999 Personal Services 0 0 0 0 0 3000/3999 Contractual Services 0 0 0 0 0 4000/4000 Other ChargeslSvcs 0 0 0 0 0 sooo/s3oo Commodities o o o o o s4oo/3eeg Other Operating Expense o o o o o OOO0/GOO9 Capital Outlay 230,029 1,21g~476 4,874,626 874,026 0 7000/7999 Debt Service 0 0 o 0 o 9000/9999 Tmnsfers 0 0 0 0 0 Proposed Budget 2OO3/04 Page 91 CITY OF AVENTURA 2003~04 REVENUE PROJECTIONS 3611000 Interest on Investments $ 237.206 $ 90,927 $ 15,000 $ 20.121 3998000 Carryover $ 0,027,076 4,~09,020 4~0~,129 3842000 Bond Proceeds 6,020,500 EXPENDITURES 9001 Community Services - 50-539/541/672 6203 Waterways Park Impr. $ 30,097 $ $ 4,080,000 $ 6206 Community Recreation Center 190,932 1,215,470 874,626 9194 Non*Oeearbnental - 90-590 Transfer to Debt Serv Res. TOTAL EXPENDITURES 874,020 Proposed Budget 2003/~4 Page 92 CITY OF AVENTURA CATEGORY SUMMARY 2003104 .:This fund was estabhshed to account for loan proceeds and expenditures associated withi me 2002 financing issued for the acquisition of the Elementary School site and to partially! Ifund the construction of Community Recreation Center. ~ REVENUE PROJECTIONS 3100QQ/319009 Locally Levied Taxes t $ $ S 320000/329009 Licenses & Permits 0 0 0 0 330000/339999 Intergovernmental Rev. o o o o 340000/340000 Charges for Services o o o o 300ooo/3L9000 Fines & Forfeitures o o o o 360000/369999 Misc. Revenues o 623 O 3,576 380600/389969 Transfer/Debt Proceeds 0 6,006,740 0 0 399900/399999 Fund Balarice 0 0 900,000 671,184 EXPENDITURES lOOO/2969 Personal Services 30oo/3666 Contractual Sen/ices 4~0o/4006 Other ChargeslSvcs 6o0o/s300 Commodities M00/0000 Other Operating Expense 6000/6006 Capital Outlay 0 4,634,666 900,000 000,000 0 7ooo/7999 Debt Service 0 0 0 0 0 9000/9999 Transfers 0 0 0 0 Proposed Budget 2003/04 Page 63 CITY OF AVENTURA 2003104 REVENUE PROJECTIONS 3611000 3999000 3842000 Interest off Investments Carryover Bond Proceeds $ $ 623 $ 6,606,749 900,000 $ 3,578 $ 971,184 EXPENDITURES 9001 6206 6107 9194 Community Sewices - 50.53916411672 Community Recreation Center $ Non-Denartm~ntAl ~90- 690 Charter School Land Arq. Transfer to Debt Serv Res. TOTAL EXPENDITURES $ $ 4,634,666 $ 900,000 $ 900,000 $ Proposed Budget2003/04 Page94 CITY OF AVENTURA CATEGORY SUMMARY 2003104 ThiS fund was e~t;blish~d t~ 'a~ni foi ioan pr(~[~eds'~;~'(~" ;~p;~di~[~re'~'s;ssociate ~i~l~'j the Florida Intergovernmental Finance Commission Loan which was used to fund the~ construction and equ pment for of the Aventura Charter Elementary School REVENUE PROJECTIONS 310000/31999, Locally Levied Taxes 320000/329~99 Licenses & Permits 3300e0/33~ Intergovernmental Rev. 34eo~o/34s~, Charges for Services 3sooee/3,s~e~ Fines & Forfeitures 360000/369999 Misc. Revenues 3~0000/3~9999 Transfer/Debt Proceeds 399900/399999 Fund Balance $ $ $ $ $ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 29,380 0 0 0 6,660,000 0 0 0 0 0 6,738,314 0 EXPENDITURES ~ooo~ Personal Services o o o o o 3ooo/3~ Contractual Services 0 0 0 0 0 4eoo/4ess Other ChargeslSvcs 0 0 0 0 0 sooo/s3oo Commodities 0 0 0 0 0 84oo/600o Other Operating Expense o o o o o $000/3999 Capital Outlay 0 426,370 6,000,000 1,696,484 0 70007999 Debt Service o o 0 0 0 0000/30~0 Transfers o o 660,000 Page M CITY OF AVENTURA 2002/03 REVENUE PROJECTIONS 3611000 3999000 3842000 Interest on Inves~nents Carryover Bond Proceeds $ $ $ 6,660,000 $ 29,380 5,738,314 EXPENDITURES 9001 6307 6401 6410 9194 Non-Departmental -6010-669 Chalter School Construction Computer Equipment Equipment Transfer to Debt Service 290 Transfer to Charter School Fund. TOTAL EXPENDITURES $ 425,370 $ 5,~2~i,000 185,000 290,000 440,000 110,000 1,695,484 Page STORMWATER UTILITY FUND CITY OF AVENTURA CATEGORY SUMMARY 2003~04 This fund is used to account for revenues and expenditures specifically earmarked for the construct on and maintenance of the City's stormwater drainage system. REVENUE PROJECTIONS 310000/319998 Locally Levied Taxes 320000/329990 Licenses & Permits 330000/339990 Intergovernmental Rev. 340000/349990 Charges for Services 2ooo6o/300000 Fines & Forfeitures 360000/369999 Misc. Revenues 380000/389999 Transfer from Funds 3099oo/39000s Fund Balan~:e $ $ $ $ 0 0 0 0 0 0 0 0 0 0 833,700 771,836 907,740 459,146 939,$18 0 0 0 0 0 16,686 8,940 0 934 0 0 0 0 0 0 0 1,120,697 22,693 0 26,604 EXPENDITURES 1000/2999 3000/3999 400014999 6000/3399 ~400/6999 Personal Services Contractual Services Other ChargeslSvcs Commodities Other Operating Exp. $ $ $ S $ o o o o o o o o o o o o o o o o o o o o 000016999 Capital Outlay 9000/9999 Transfers $ 71,684 $ $ 18o,641 $ $ 363,396 $ 449,666 $ 068,218 188,040 $ 667,037 $ 283,519 $ 390,904 Proposed Budget 2003/04 Page 97 CITY OF AVENTURA 2003104 REVENUE PROJECTIONS 3439110 Chames for Servh;~ 4-1 Stormwater Utility Fees $ 833,700 $ 771,836 $ 007,740 $ 4~9,1,4S $ 930,S18 State Grant $ $ ~80,8~0 $ Mi~e. Revenues 3611000 Non ..Revenue 8..0 Carryover 0 1,120,697 22,803 0 26,604 CITY OF AVENTURA 2003~04 EXPENDITURES 5001 6306 6316 Capital Outlay: (~ofrlrrlNrlitY Services - 538 Drainage Improvements 213 St. Stormwater Collector $ 71,684 $ $ 337,280 $ 449,665 565,006 6999 Non-Deoartmental - 690 Capital Reserve $ $ 26,116 3,218 Total Capital Outlay 9111 9101 NON-DEPARTMENTAL - TRANSFERS 9001 Transfers - 681 ' Repayment to General Fund $ $ 376,000 Transfers to General Fund $ 180,~4t $ 186,040 192,037 167,600 96,0t9 200,000 195,604 TOTAL EXPENDITURES Proposed Budget 2003104 Page 99 3439110 Stormwater Utility Fees - It is proposed to maintain the Stormwater fee at $2.50 /ERU to fund the required drainage improvements. The following represents the computation of the revenues derived from Stormwater Utility Fees: Customer Data: Projected No. of Billable ERUs 32,622 Monthly Rate Per ERU $2.50 Revenues: Gross Stormwater Utility Billings $978,655 Less: Uncollectibles (39,147) Yields: Net Stormwater Revenu, $939,518 COMMUNITY SERVICES 6306 Draina,qe Improvements - The following projects are scheduled for the 2003/04 fiscal year: Yacht Club Way Drainage Improvements Hospital District NE 213th Street Connector Proposed Budget 2~1/04 Page 100 POLICE OFFDUTY SERVICES FUND CITY OF AVENTURA CATEGORY SUMMARY 2003104 This Fund was established to account for revenues and expenditures associated withI services provided by off duty Police Officers in private customer details to the various~ bus nesses and condom num associations. I REVENUE PROJECTIONS OBJE CODE 310000/319999 Locally Levied Taxes 0 0 0 0 0 320000/329990 Licenses & Permits 0 0 0 0 0 330000/339999 Intergovemmental RevE 0 0 0 0 340000/34ssss Charges for Services 367,900 314,204 411,000 t40,201 300,000 360000/359999 Fines & Forfeitures o o o o o 360000/369999 Misc. Revenues 0 0 0 0 0 380000/389999 Transfer from Funds 0 0 0 0 0 399900/399999 Fund Balance 0 O 0 O 0 EXPENDITURES 1000/2999 Personal Services 3~4,0S4 338,869 411,000 109,646 300,000 3000/3999 Contractual Services o o o o o 4oool4so0 Other ChargeslSvcs o o o o o 600015399 Commodities o o o o o ~4ool~sss Other Operating Expen~ o o o o o 6OOOl6999 Capital Outlay o o o o o Proposed Budget 2003104 Page 101 CITY OF AVENTURA 2003104 REVENUE PROJECTIONS Charoes Fo~ Services 3421100 Police Detail Billing 367,900 314pZ94 411,000 140,201 300,000 CITY OF AVENTURA 2003104 EXPENDITURES 5001 PuNic $afld~ - 621 1420 Extra Duty Detail 322,204 338,869 360,000 136,682 264,994 2101 FICA 24,1~ 26,~80 10,380 10,607 2401 Worker's Compensation 17,721 3~,000 13,683 26,499 3421100 Police Detail Billin,q - Estimated amount of revenue generated by off-duty details in the City's business and residential communities. Proposed Budget 2003/04 Page 102 APPENDIX BUDGET SYSTEM The City of Aventura uses the Budgeting by ObjecUves Pro. ess in the formulaUon of its budget. Departmental Buclgeta 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 depart.ant objectives and performance/workload 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 communicaUng with the Commission and citizens of the City, BUDGET PROCESS The City of Aventure's Budget process began in April with a staff meeting between the City Manager and Department Directors to review budget philosophy and develop overall goals and objectives. The entire budget process encompasses approximately five (5) months of the fiscal year. During this period, meetings were held with Department Directors, the City Commission and the public to insure representative input, The budget calendar that follows details the actions taken during the budget process. April 4 April 25 April 25 to May 16 May 16 to July 3 City Manager Deparbnent Directors City Manager All Department Directors City Manager Finance Department City Manager July 10 City Manager July 17 September 4* September 18' City Manager City Commission City Commission City Commission Overview of budgetary issues and establish priorities. Staff meeting is held to distribute Budget Request Forms. Forms will include budget figures for previous fiscal year along with actuais for six months of current fiscal year. Completed Budget esflrnstas are submitted to City Manager. Revenue estimates are prepared. Conducts departmental budget review meetings, balances budget and pHnta budget do~umenta. City Manager's recommended budget document and message are submitted to City Commission. Budget Review Meeting, adopt tentative Ad Valorem rate. First Reading on Budget and Ad Valorem Tax Rate Ordinance. Second Reading on Budget, Ad Valorem Tax Rate Ordinance and Public Hearings. Proposed Budget 2QQ3/Q4 Page 103 September19 City Clerk Tax Rate Ordinance delivered to Property Appraiser. October I All Departments New Budget become8 effective. *Dates subject to change based on School Board and County Commission dates. BUDGETAMENDM~NT The Budget Amendment Process will differ as to form depending on whether or not the original budget appropriation is exceeded as folicws: Any change or amendment to the budget that will increase the original total appropriated amount can only be accomplished with the preparation of an Ordinanoe requiring two (2) public hearings and approval by the City Commission. Any change or amendment to the budget which transfers monies within a fund but doeo not Incraase the total approprlad~d amount Gan be accomplished with the preparation of a Resolution. This does not require a public hearing, however, approval by the City Commission J8 8till necessary. BASIS OF ACCOUNTING Basis of Accounting refers to the time period when revenues and expenditure8 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 basio of accounUng ia folicwed for the proprietary fund types. The modified accrual basis of accounting i8 followed in the governmental fund types and the expendable trust funds type. Under the modified aoorual basis of accounUng, revenues ara recorded when susceptible to accrual, that is, when they ara both measureble and available. Available moan8 collectible within the current period or soon enough thereafter to pay current liabilities. Expenditures ara generally recognized under the modified accrual accounUng when the related fund liability is incurred. Exceptions to the general rule ara principal and interest on general long-term debt which is recognized when due. GLOSSARY ACCOUNT ACCOUNTING SYSTEM APPROPRIATION ASSESSED VALUATION BOND BONDED DEBT BUDGET BUDGET MESSAGE BUDGETARY CONTROL CAPITAL PROGRAM 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, classity, summarize, and report information on the financial position and results of operations of a government or any of its fonds, fund types, balanced account groups, or organizational compenente. 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 depai't,,ent must be approved by the City Commission. A plan for capital expenditures to be incurred each year over a fixed period of years fo 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 pert and specifies the full resources estimated to be available tu finance the projected expenditures. Proposed Budget 2003/04 Page 105 CAPITAL BUDGET CAPITAL CONSTRUCTION FUND CAPITAL PROJECT FUND CAPITAL OUTLAYS CHART OF ACCOUNTS DEBT SERVICE FUND DEBT SERVICE 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 perks, 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. Aisc called a SINKING FUND. The amounts of revenue which must be provided for a debt service fund so that all principel 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 pert 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 fur 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 previdiug goods or services to the general public on a continuing basis be financed or recovered primarily through user charges; or (2) where the Proposed Budget 2003104 Page 108 EXPENDITURES EXPENSES FISCALPERIOD FISCAL YEAR FIXED ASSETS FUND FUND ACCOUNTS FUND BALANCE goveming 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, prevision 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 previsions 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 pedod 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. Proposed Budget 2003104 Page 107 GENERALFUND GOAL GRANT INCOME INTERNALSERVICE FUND INVENTORY ORDINANCE POLICEEDUCATION FUND POLICE OFFDUTY SERVICES FUND REVENUES The fund that is available fur 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 direcfion, purpose or intent based on the needs of the community. A goal is general and fimeless; that is, it is not concerned with a specific achievement in a given period. A contribution by one governmental unit to another. The contribufion 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 deportment or agency to other depa,~.enta 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 quantifies, 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 hoard of a municipality. A special revenue fund used fo 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. A special revenue fund used to account for revenues and expenditures associated with services provided by off duty police officers in private customer details to the various businesses and condominium associations. Increases in governmental fund type net current assets from other than expenditure refunds and residual equity transfers. Proposed Budget 2003/04 Page 108 SPECIAL REVENUE FUND A fund used to account for the proceeds of specific revenue sources that are legally restricted to expenditure for specified purposes. STREET MAINTENANCE FUND TAXES A special revenue fund to account for restricted revenues and expenditures which by Florida Statutes 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. Proposed Budget 2003104 Page 109 CITY OF AVENTURA OFFICE OF THE CITY MANAGER MEMORANDUM TO: FROM: DATE: SUBJECT: City Commission ~'~ Eric M. Soroka, ICMA-CM, ~t~ag1 JRUlYs~t~o0~stablishing ~ropose~d ;r llage Rate 2003~04 Fiscal Year July 17, 2003 City Commission Meeting Agenda Item ~.,~ RECOMMENDATION It is recommended that the City Commission adopt a millage rate of 2.2270 for fiscal year 2003/04. This rate includes no increase and adopts the same Unincorporated Municipal Services Area (UMSA) rate as adopted by the County for the 1995/96 fiscal year. This will generate $10,009,043 based on an assessed value of $4,731,000,000. BACKGROUND Attached hereto is a Resolution that establishes the proposed millage rate for the 2003/04 fiscal year and public hearing date. State statutes require the City to establish a tentative millage rate and the first public hearing date that will be transmitted to the County Property Appraisal Department. The County Property Appraisal Department issues a notice to all property owners in the City. The notice includes the proposed tax rates and public hearing dates for all government agencies imposing ad valorem taxes. If you have any questions, please feel frae to contact me. EMS/aca Attachment CC01208-03 TO: FROM: DATE: SUBJECT: CITY OF AVENTURA FINANCE SUPPORT SERVICES DEPARTMENT .~'~-~RANDUM Eric M. Soroka, City h~ap,rager Kilgore, Fi orr Services Director July 10, 2003 Certification of Taxable Value/Dates for Public Hearings We received the Certification of Taxable Value from Miami Dade's Department of Property Appraisal on Tuesday, July 1st. A copy of the form is included as Attachment I. The Total Taxable Value of $4,730,954,049 is somewhat higher than the $4.595 billion estimate, which we received from the Property Appraisal Department on June 2nd. The form includes a breakdown of the increase in taxable value into two segments. The first segment is the increase in taxable value due to new construction of $199,482,804 (line 5 of the form). The second segment is the portion of the total increase which is due to increases in taxable value on existing property. This increase is computed as $344,019,570 by subtracting the $4,187,451,675 shown on line 7 of the form from the $4,531,471,245 shown on line 6 of the form. The differentiation between the increase due to net new taxable value (new construction) and the increase due to changes in taxable value of existing property is important because the latter determines the computation of the "rolled back tax rate". Section 200.065 (1), Florida Statutes, defines the "rolled back rate" as that millage rate "which, exclusive of new construction, additions to structures, deletions, increases in the value of improvements that have undergone a substantial rehabilitation.., will provide the same ad valorem tax revenue.., as was levied during the previous year". In simpler terms, the rolled back rate is the tax rate necessary to generate exactly the same dollar amount of tax levy as the previous year's levy had there been no growth or new construction in the City. The rolled back rate for Aventura for 2003 (the 2003/2004 fiscal year) is 2.0579 as shown on lines 10 and 18 of Attachment I1. This is important because if we levy any rate above the 2.0579 rolled back rate, we will be required to place a quarter page ad in the Herald before the second public hearing on the budget and tax rate in September which is titled "NOTICE OF PROPOSED TAX INCREASE". We will also be required to include the statement that the proposed rate exceeds the rolled back rate by 8.22% in the ordinance adopting the millage rate which will be read at the two public hearings in September. Page (2) Memo to City Manager Certification of Taxable Value/Dates for PubLic Hearings I spoke to the Property Appraisal Department today and they advised me that the County Commission's public hearings are tentatively scheduled for September 3rd and 17th and the School Board's hearing is scheduled for September 10th. Our meetings cannot conflict with these meeting dates. In addition, Labor Day is observed on September 1st, · th · Rosh Hashanah begins at sundown on September 27 and Yom K~ppur begins at th sundown on October 6 . Therefore, the dates contained in the proposed budget can be adopted. These dates are: First public hearing 6:00PM, Thursday, September 4th Second public hearing 6:00PM, Thursday, September 18th Since we need to include the date of the first meeting on the Certification of Taxable Value, we need to have a commitment from the Mayor and Commission by no later than the July 17th budget review meeting. The information contained in the preceding paragraphs is based on my review of the "Manual of Instructions for TRIM Compliance" published by the Division of Ad Valorem Tax of the Florida Department of Revenue. Please feel free to call or stop by my office to discuss this matter. HMK/mn A'I'T4C~ 1 CERTIFICATION OF TAXABLE VALUE SECTION I' ;)003 Year Hiam±-Dade County To (1) Current Year Taxable Value of Real Property for Operating Purposes (2) Current Year Taxable Value of Personal Property for Operating Purposes (3) Current Year Taxable Value of Cefltmlly Assessed Property for Operating Purposes (4) Current Year Gross Taxable Value for Operating Purposes (1) + (2) + (3) (5) Current Year Net New Taxable Value (New Construction + Additions + Rehabilitative Improvements increasing Assessed Value By At Least 100% + Annexations - Deletions) (6) Current Year Adjusted Taxable Value (4) - (5) (7) Pdor Year Final Gross Tax. bio Value (From Prior Year Applicable Form DR--403 Series) DR-420 R.01/95 City of Aventura (Name of Taxing Authority) $ 4,569,228,195 160~265~089 1,460,765 4,730,954,049 $ 199,482,804 $ 4,531,471,245 $ 4,187,451~675 I do hereby certify the values show~ herein to he correct to the best of my knowledge and belief. Witness my hand and official signature at Miami-Dade County ,Flodda, thisthe 1st dayof July ,20 03. ................ . ............... \ \ signature or ro~l~J~ Appralso~ r ~ TAXING AUTHORITY: If this portion of the form is not completed in FULL your Authority will be denied TRIM certification and possibly lose its millage levy privilege for the tax year. If any line ia inapplicable, enter N/A or -8-. SECTION II (8) Pdor Year Operating Millage Levy (g) Prior Year Ad Valorem Proceeds (7) x (8) (10) Current Year Rolled-Bsok Rate (9)+(6) (11) Current Year proposed Operating Millage Rate $ per $1,000 $ $ per $1,000 $ per $1,000 (13) IF DEPENDENT SPECIAL DISTRICT OR MSTU IS MARKED, PLEASE SEE REVERSE SIDE. (14) Current Year Miltege Levy for (15) Cu[rentYear Millage lew for per $1,000 per $t,000 (16) Enter Total Pddr Year Ad Valorem Proceeds of ALL DEPENDENT Special Districts & MSTU's levying a millage. (The sum of Line (9) from each District's Form DR-420) (17) Total Pdor Year proceeds: (9) + (16) (18) The Current Year Aggregate Rolled-beck Rate: (17) + (6) (19) Current YearAggregate Rolled-back Taxes: (4) x (18) (20) Enter Total of all non-vo{ed Ad Valorem Taxes proposed to be levied by the Principal Taxing Authority, all Dependent Distflsts, & MSTUle if any. Line (11) x Line (4) (21) Current Year Proposed Aggregate Millage Rate: (20) + (4) (22) Current Year Proposed Rate as a PERCENT CHANGE of Rolled-back Rate: [(Line 21 + Line 18) ~ 1.00] x 100 Date, TlmeandPIsoeoftheflr~tPublicBudgstHearing: add teleoh0ne number: per $1,000 per $1,000 I do hereby certify the millages and rates shown herein to be correct to the best of my knowledge and belief, FURTHER, I certify that all millages comply with the provisions of Section 200,071 or 200.081, F.S. WITNESS my hand and official signature at , FIodda, this the day of (Month and Year) Signature and Title of Chief Administrative Officer Address of Physical Location Mailing Address Name of Contact Person Cr(y State Zip Phone # Fax # SEE INSTRUCTIONS ON REVERSE SIDE SECTION I CERTIFICATION OF TAXABLE VALUE 2003 Year Miami-Dade C~unty To (1) Current Year Taxable Value of Real property for Operating Purposes (2) Currant Year Taxable Value of Personal property for Operating Purposes (3) Current Year Taxable Value of Centrally Assessed property for Operating Purposes (4) Current Year Gross Taxable Value for Operating Purpoeas (1) + (2) + (3) (5) Current Year Net New Taxable Value (New Construction + Additions + RehabiMative Improvements increasing Assessed Value By At Least t 00% + Annexations - Deletions) (6) Current Year Adjusted Taxable Value (4) - (5) (7) prior Year Final Groea Taxable Value (From Prior Year Applicable Form DR-403 Series) City of Aventura ATrACI~I]~T II DRg20 R.Ot/95 (Name of Taxing Autbedty) $ 4,569,228,195 160,265~089 1,460,765 4,730,954,049 $ 199,482,804 $ 4,531,471~245 $ 4,187,451,675 I do hereby certify the values shown herein to be ccrrect to the best of my knowledge and belief. Witness my hand and official signature at Miami-Dade County ,Fiorida, this the 1S t day of July ,20_~ .................................................................................................................. ~ ~ s~gnature ot pr~.~~pe~.~r~ Apprals ..... TAXING AUTHORITY: If this portion of the form is not c~mpleted in FULL your Authority will be denied T~"M certification and possibly lose its millage levy privilege for the tax year. If any line is inapplicable, enter N/A or -~-. SECTION II (8) Pdor Year Operating Millage Levy $ (9) Prior Year Ad Valorem Proceeds (7) x (8) $ (10) Current Year Rolled-Back Rate (9) + (6) $ (11 ) Current Year Proposed Operating Millage Rate (12) Check TYPE of Taxing Authority: (13) IF DEPENDENT SPECIAL DISTRICT OR MSTU IS MARKED, PLEASE SEE REVERSE SIDE. (14) Current Year Millage Lew for ~ $ O . ~) ~) O (.~ per$1,000 (15) Cu~rentYear Miliage levy for ~ $ O . O (~) L.~ per$1,000 (16) Enter Tntal P~or Year Ad Valorem Proceeds of ALL DEPENDENT Special Districts & MSTU's levying a millage. (The sum of Line (9) from each Diatrict's Form DR-420) (17) Tctal Pdor Year Proceeds: (9) + (16) (18) The Current Year Aggregate Roiled-beck Rate: (17) + (6) (19) Current Year Aggregate Roited-back Taxes: (4) x (18) (20) Enter Total of all non-voted Ad Valorem Taxes proposed to be levied by the Principal Taxing Authority, all Dependent Districts, & MSTU's if any. Line (11) x Line (4) (21) Current Year proposed Aggregate Millage Rate: (20) + (4) (22) Current Year Proposed Rate as a PERCENT CHANGE of Rolled-back Rate: per $1,000 per $1,000 [(Line 21 + Line 18) - 1.00] x 100 Date, TlmeandpleceoftbefimtPublicBudgetHearing: and telephone number: ~4~..~3 ~ ~, 3-e~ ~ (~',OO I do hereby certify the millages and rates shown herein to be correct to the best of my knowledge and belief, FURTHER, I certify that all millages comply with the provisions of Section 200.071 or 200.081, F.8. WlTNE88 my hand and official signature at , Florida, this the day of (Month and Year) Signature and Title of Chief Administrative Officer Mailing Address C~ State Zip Address of Physical Location Name of Contact Person Fax # Phone # SEE INSTRUCTIONS ON REVERSE SIDE RESOLUTION NO. 2003-__ A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, ESTABLISHING A PROPOSED MILLAGE RATE FOR THE 2003/2004 FISCAL YEAR; PROVIDING FOR THE DATE, TIME AND PLACE OF THE PUBLIC HEARING TO CONSIDER THE PROPOSED MILLAGE RATE AND TENTATIVE BUDGET; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, Chapter 200, Florida Statutes, Determination of Millage, sets forth the procedures that must be followed in establishing a millage rate and adopting an annual budget; and WHEREAS, the Miami Dade County Property Appraisal Department has certified the taxable value of property within the City of Aventura, as required by Chapter 200, Section 200.065(1 ) and Chapter 193, Section 193.023, Florida Statutes; and WHEREAS, pursuant to Chapter 200, Section 200.065(2)(b), the City of Aventura is required to establish its proposed millage rate and the date, time and place that the public hearing will be held to consider the proposed millage rate and tentative budget. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, THAT: Section 1. The following is hereby established as the proposed millage rate for the 2003/2004 fiscal year: 2.2270 per $1,000.00 of taxable assessed value. Section 2. September 4, 2003 is hereby established as the date for a public hearing on the tentative budget and proposed millage rate, to be held at 6 p.m., at the Aventura Government Center, 19200 West Country Club Drive, Aventura, Flodda. Section 3. The City Clerk be and is hereby authorized and directed to place all necessary advertisements in accordance with Chapter 200, Florida Statutes, the Truth in Millage (TRIM) Bill. Section 4. This Resolution shall become effective immediately upon its adoption. The foregoing resolution was offered by Commissioner who moved its adoption. The motion was seconded by Commissioner and upon being put to a vote, the vote was as follows: Resolution No. 2003-._ Page 2 Commissioner Zev Auerbach Commissioner Jay R. Beskin Commissioner Ken Cohen Commissioner Bob Diamond Commissioner Harry Holzberg Vice-Mayor Manny Grossman Mayor Jeffrey M. Perlow PASSED AND ADOPTED this 17th day of July, 2003. ATTEST: JEFFREY M. PERLOW, MAYOR TERESA M. SOROKA, CMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY CITY ATTORNEY (305) 579-0613 Direct Fax: (305) 961-5613 E-Mail: schuiman~gUaw.com July 10, 2003 Mr. Eric Soroka City Manager City of Aventura 19200 West Country Club Drive Aventura, FL 33180 Re: Loehmann's/FPL Dear Eric: As you know, The Related Companies has been closely working with FPL in order to relocate their existing electrical transmission facilities that are located within the project footprint. As you also are aware, these facilities are substantial and their relocation has been difficult. FPL has determined that the facilities may be relocated across the street from the shopping centex site and could be located within the City's existing right-of-way for 29ta Avenue. Enclosed are drawings showing the present location of the transmission facilities to be relocated and their proposed approximately location within the City fight-of-way. However, since the facilities have to be relocated into a right-of-way, future relocation of those facilities if the mad is ever expanded would have to be at the cost of FPL unless the City agrees to reimburse them for such relocation costs. As such, FPL is requiring a reimbursement agreement for these potential costs. However, since the relocation is being requested by the owner of the shopping center, on behalf of The Related Companies, the City's agreement to reimburse FPL will be assumed by the owner of the site of the Phase I development, in the event any such future location takes place. I've previously supplied the City with "drafts" of the reimbursement agreemem and the agreement by Prudential to secure that obligation by the City. Due to the timing of the building permit processing for the project, it is imperative that this matter be heard and approved by the City Commission before their summer break. It is our understanding that this matter is scheduled for the workshop meeting as a formal Commission item. We are exceedingly appreciative of the City's willingness to cooperate with this expedited timing request and would July 10, 2003 Page 2 respectfully request that the City approve both the agreements in substantially the forms previously supplied. Thank you for your considerations. Mr. Ashley Bosch Mr. Ivan Hemandez Mr. Barry Quiner Ms. Jean Howard Cliff6gd A. Sehulman I~TREE ProPOSED POLE LOCATIONS 'SCALE 1/64" = 1'-0" RESOLUTION NO. 2003- A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, APPROVING AGREEMENT BETVVEEN THE CITY AND FLORIDA POWER AND LIGHT ("FPL") CONCERNING PENDING RELOCATION OF FPL FACILITIES TO CITY RIGHT OF WAY AND ANY POTENTIAL FUTURE RELOCATION OF FPL FACILITIES FROM CITY RIGHT OF WAY LOCATED AT THE LOEHMANN°S FASHION ISLAND AND APPROVING AND ACCEPTING RELATED DECLARATION OF RESTRICTIONS BY THE PRUDENTIAL INSURANCE COMPANY OF AMERICA, SO AS TO FACILITATE FPL UTILITY RELOCATION WHICH IS NECESSARY TO THE DEVELOPMENT OF THE TOWN CENTER PURSUANT TO RESOLUTION NO. 2002-46; PROVIDING FOR EFFECTIVE DATE. WHEREAS, the City Commission of the City of Aventura finds that approval of the Agreement (the "Agreement") between Florida Power and Light Company ("FPL") and the City of Aventura (the "City"), and the approval and the acceptance of the Declaration of Restrictions (the "Declaration") by The Prudential Insurance Company of America ("Prudential") are in the best interest of the City; and WHEREAS, the City Commission finds that implementation of the FPL utility relocation, as described in the Agreement and in the Declaration, will serve to assist in the implementation of the Town Center development pursuant to Resolution No. 2002-46 of the City Commission. NOW, THEREFORE, IT IS HEREBY RESOLVED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, AS FOLLOWS: ~ ~B~[t~J~GJ~i~L That each of the above stated recitals are hereby adopted and confirmed. Resolution No. 2003-__ Page 2 ~ Declaration of Restrictions A??roved and Aeee.nted_ That the Declaration, in substantially the form attached hereto, by The Prudential Insurance Company of America, is hereby approved and accepted, and the City Manager is authorized to execute City's acceptance thereof, once the Declaration is approved as to legal form and sufficiency by the City Attomey. ~ A_areement Apprnved_ That the Agreement between FPL and the City, in substantially the form attached hereto, is hereby approved, and the City Manager is authorized to execute such Agreement, on behalf of the City, once said Agreement has been approved as to legal form and sufficiency by the City ^ttomey. ~ JmlaJama~at,~/L That the City Manager is authorized to take any action necessary to implement this Resolution, the Agreement and the Declaration. ~ ~ That this Resolution shall be effective immediately upon adoption hereof. who The foregoing Resolution was offered by Commissioner , moved its adoption. The motion was seconded by Commissioner , and upon being put to a vote, the vote was as follows: 2 Resolution No. 2003-__ Page 3 Commissioner Zev Auerbach Commissioner Jay R. Beskin Commissioner Ken Cohen Commissioner Bob Diamond Commissioner Harry Holzberg Vice-Mayor Manny Grossman Mayor Jeffrey M. Pedow PASSED AND ADOPTED this 17th day of July, 2003. ATTEST: JEFFREY M. PERLOW, MAYOR TERESA M. SOROKA, CMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY CITY ATTORNEY 3 This inslntment prepared by and when recorded return to: Clifford A. Schulman, Esq. Greenberg Traurig LLP 1221 Bfiokell Avenue Mianfi, Florida 33131 (Space Above For Rooorder's Use Only) DECLARATION OF RESTRICTIONS WHEREAS, the undersigned The Prudential Insurance Company of America, a New Jersey corporation, (the "Owner") is the owner of the following described real property planned for the construction of an apartment buildings with related amenities (the "Property"), lying, being, and situated in Aventura, Florida, and legally described as: See Exhibit "A" attached hereto and by this reference made a part hereof. WHEREAS, in order to serve the Property, Florida Power and Light Company ("FPL") must relocate certain electrical transmission facilities, consisting of one (1) electrical pole and its accompanying facilities (the "Electrical Facilities") from the Property to nearby public rights-of-way and/or easements, as more specifically shown at its approximate future location on the drawing attached hereto as Exhibit "B"; and WHEREAS, the City of Aventura (the "City") has entered into an agreement (the "Reimbursement Agreement") dated , 2003, with Florida Power and Light Company ("FPL") for the costs of potential future relocation of the Electrical Facilities fi.om City rights-of-way and/or easements located at or around the Property, once the existing facilities are relocated to serve the Property; and WHEREAS, subsequent City initiated relocation of the Electrical Facilities may be required in conjunction with expansion of the rights-of-way and/or easements within the City right-of-way described as N. E. 29th Avenue between 187th Street and 188t~ Street, pursuant to Section 337.403 of Florida Statutes; and WHEREAS, City has requested that Owner enter into a covenant running with the land which would obligate Owner to fully indemnify City for any costs incurred by City for any subsequent required relocation of the Electrical Facilities made pursuant to Section 337.403 of Florida Statutes; NOW THEREFORE, in consideration of the premises, and in order to assure the Aventura City Commission that the Owner and its successors and assigns will fully indemnify the City for any costs incurred for the subsequent relocation of the Electrical Facilities, except as otherwise set forth herein, the Owner freely, voluntarily, and without duress makes Property: O) the following Declaration of Restrictions covering and running with the Indemnification: In the event that FPL, from time to time, requires the City to pay for the relocation of the Electrical Facilities pursuant to the City's obligations arising out of the Reimbursement Agreement and in connection with future expansion of the rights-of-way and/or easements of the City right-of-way described as N. E. 29t~ Avenue between 187t~ Street and 188t~ Street N.E., Owner agrees to fully indemnify the City for all actual costs it incurs in connection with the relocation of the Electrical Facilities if determined by the City to be a public necessity and not for convenience and/or aesthetic concerns. However, notwithstanding the above, in no event shall Owner be required to reimburse City or FPL for the costs of locating the Electrical Facilities underground and/or the under grounding of any other electric transmission facilities existing on the Property or outside the boundaries of the Property. Prior to authorizing the relocation of the Electrical Facilities which would obligate the Owner to reimburse the cost of such relocation, City shall notify Owner, in writing, of the reason for such relocation, the proposed new location of the Electrical Facilities, and the estimated costs thereofi Owner shall have thirty (30) days atter receipt of said notice to approve said relocation and the costs thereof. Owner's approval of the relocation and the cost thereof shall not be unreasonably withheld or delayed. Failure of the Owner to consent to said relocation and the costs related thereto within the above- noted time period shall constitute Owner's consent thereto. In the event Owner disputes the necessity for the relocation of the Electrical Facilities and/or the estimated costs thereof: As to the public necessity for the relocation of the Electrical Facilities, the Owner's objection shall be placed on the next available agenda of the City Commission for public hearing and determination by the Commission as to the necessity for the relocation; in considering the necessity of any such relocation, City shall also consider any alternate locations which may be presented by Owner (including the pre-existing locations as approved by City), as to whether such existing or alternate locations do not unreasonably interfere with the convenient, safe, or continuous use, and the maintenance, improvement, extension, or expansion of, such public road right-of-way, and the property of Owner and the improvements located thereon. In the event that Owner does not agree with said determination of the City, then said determination shall be subject to expedited arbitration, as set forth in paragraph 7 below. b) As to the estimated cost for the relocation, the Owner's objections shall be submitted to FPL for determination as to the reasonableness of the actual costs of the relocation. In the event (2) (3) (4) that Owner does not agree with said determination, then said determination shall be subject to expedited arbitration, as set forth in paragraph 7 below. Within fifteen (15) days of notification, in writing, by City that the electrical facilities have been relocated and certification as to the actual costs incurred by the City in conjunction therewith, Owner shall pay to City said actual costs. In the event that the relocarion involves the exercise of the power of eminent domain or any other proceeding in condemnation of any property of Owner, nothing set forth herein shall alter or impair the right of the Owner to propose, plea or otherwise claim a right of reimbursement in connection therewith for such actual costs of the relocation of such facilities, as such cost shall constitute a portion of the value taken and/or damage resulting by such action. Covenant Running with the Land. This Declaration on the part of the Owner shall constitute a covenant running with the land and shall be recorded in the public records of Miami-Dade County, Florida and shall remain in full force and effect and be binding upon the Owner and its successors and assigns until such time as the same is modified or released pursuant to the terms hereo£ These restrictions during their lifetime shall be for the benefit of, and limitation upon, all present and future owners of the Property and for the public welfare. Term. This Declaration is to run with the land and shall be binding on all parties and all persons claiming by, through or under Owner for a period of thirty (30) years from the date this Declaration is recorded after which time it shall be extended automatically for successive periods often (10) years each, unless an instrument signed by a majority of the, then, owner(s) of the Property has been recorded agreeing to change the covenant in whole, or in part, provided that the Declaration has first been modified or released by the City of Aventura, as provided herein. Modification~ Amendment~ Release. This Declaration may be modified, amended, added to, derogated or released as to the Property herein described, or any portion thereof, by a written instrument executed by the, then, owner of the Prope~y, provided that the same is also approved by the City Commission after public hearing, asprovided herein. Should this Declaration be so modified, amended, added to, derogated or released by the City Commission after a public hearing, the City Manager shall forthwith execute a written instrument effectuating and acknowledging such modification, amendment, derogation, or release. (5) Future Requests. Nothing contained herein should be construed to bind the City, or any of its boards, departments or agencies to favorable (6) (7) recommendation or approval of any application, permit, zoning, approval or other exercise of its police or legislative power and the City retains its full power and authority to approve or deny such application in whole or in part, in accordance with law. Acceptance of this Declaration also does not confer any rights, upon the Owner or its successors. Enforcement. Enforcement shall be by action against any panies or person violating, or attempting to violate, any provision of this Declaration. This Declaration, and the acceptance hereof by the City, is not intended and should not be construed to confer any rights on any third panics. The prevailing party in any action or suit, pertaining to or arising out of this Declaration, shall be entitled to recover, in addition to costs and disbursements allowed by law, such sum as the Court may adjudge to be reasonable for the services of its attorney, at trial and appeal, or any other levels. This enforcement provision shall be in addition to any other remedies available at law or in equity or both. Furthermore, should Owner fail to fully indemnify City for the costs it incurs in the subsequent relocation of Electrical Facilities within thirty (30) days after receipt of written notice from City setting forth the failure to pay specific amounts due, City shall have the right to impose, file, and enforce a lien upon the Property which will only be released when all monies due to the City have been paid by Owner or as the City and Owner may otherwise agree. Arbitration. Any dispute or controversy arising under or in connection with this Declaration shall be settled by arbitration to be held in the Miami-Dade County, Florida in accordance with the rules of the American Arbitration Association then in effect. Judgment may be entered on the arbitrator's award in any court having jurisdiction pursuant to the Federal Arbitration Act, 9 U.S.C. § 1 et seq., and the parties to this Agreement consent to the jurisdiction of the Florida courts for this purpose. Any process or other papers under this provision may be served outside the State of Florida in the same manner provided with respect to notices under this Declaration, provided a reasonable time for appearance or response is allowed. Each party to the arbitration shall appoint one arbitrator and the two arbitrators so appointed shall appoint a third arbitrator. The arbitration panel shall meet within thirty (30) days of the date of the notice of the disputing party that it is invoking the arbitration provision herein, unless otherwise agreed to by the parties. The parties shall be afforded reasonable preheating disclosure of relevant information. Each party to the arbitration shall have one day to present its case to the arbitrators and the arbitrators shall be instructed to make their award no later than 30 days after the date of the closing of the hearing. The arbitrators may provide that the costs, expenses and attorneys' fees incurred by the prevailing party in connection with the proceeding will be paid, in part or full, by the other party to the arbitration. The parties will be entitled to injunctive relief to restrain any breach or threatened breach of this Declaration pending the resolution of a dispute pursuant to this Paragraph. Arbitration hereunder shall be mandatory, binding and final. (6) Election of Remedies. All rights, remedies and privileges grained herein shall be deemed to be cumulative and the exercise of any one or more shall neither be deemed to constitute an election of remedies, nor shall it preclude the party exercising the same from exercising such other additional rights, remedies or privileges. (8) Severahility. Invalidation of any one of these covenants, by judgmem of a Court of competent jurisdiction shall not affect any of the other provisions which shall remain in full force and effect. (9) Recording. This Declaration shall be filed of record in the public records of Miami-Dade County, Florida at the cost of the Owner. (I0) Authority. Owner represents that it has the authority to enter into this Declaration as a binding instrument in full force and effect. [THIS PORTION INTENTIONALLY LEFT BLANK] Signed, witnessed, executed and acknowledged this day of 2003. The Prudential Insurance Company of America, a New Jersey corporation. By: Vice Presidem Witnessed By: STATE OF NEW JERSEY COUNTY OF } }SS: The foregoing instrument was acknowledged before me this __ day of ,2003 by , President of The Prudential Insurance Company of America, a New Jersey corporation, who is personally known to me or produced a valid driver's license as idemification. My Commission Expires: Notary Public Sign Name: Print Name: Serial No. (None, if blank): [NOTARY SEAL] EXHIBIT A Legal Description (Apartment Property) EXHIBIT B (Facilities Relocation Drawing) THIS :AGREEMENT entered into: this day of ., 2003 by and ( C ty ), and Florida Power & between the City ofAdvenmra, a Florida municipality" i .... "FPL' Light ComPany; a Honda corporalmn RECITALS WHEREAS theCity has aufaority pursuant:to s. 2(b), Article VI/of the grate c0nsfitUfion, section !66~021; Florida:Statutes and the Cj~ ch..after, m encourage and promote d~velopment in accordance with the City's growth ~management plan and land development:regulations; and WHEREAS the City finds, that the.development and rehabiiitafion of (name or description offiie shopping tualiltown center.) into a Town' Center as approved bythe CiW pur~uan*to (pl~!constrUgfion dra~ng? on [date] (hereinaft~r~eferr~ to as" ;plann~dDevelopment' )a will contribute io the viiality, economic benefi{ and general wdlfare of the City of Advantura3 and ( FPL ) ts the owner of an electrte ~EREAS .Florida Power & Light Company .... ' ' '' :~asemant lying within ~he;Devdoptuent area and :recorded in O R Book , Page ~-oflhoPub!icRec~rds of Miami;DadeCounW Florida ('~Easement,)and has :eleclfic lransmission fa¢ililies, on'the Easement lhat:must be relocated in o~der for the Planned Development fo proceed; and ~HEREAS, it has. been.determined after' investigation and study lhat the only viable~ a. itemati~e for rel0eation oftl~e FPL faeiiities: iS:to:for number of the electric :poles. . 'to be. relocated onto pablie: road right-of-way and Easement be released [in wh0te or.in-part?]; and ~E~AS FPL :ils wi!!~ng tO relocate;its;fact![ties onto public ro~d dght-0~'-way ,abject ~o eertain:condifions~ including~he right.'to reimbursement for subsequent relocations of lhe electric facilities, and;such, agreetuant~ are:eo~tuonly found in.:subordin~.tion · ~agreements betWeen, local :govem:en~s :FPL whenever~ FPL must relocate its facilities from an easement onto:public road rig_ht~ of.~way; and ~ERE~S :the:City is authorized pursuant to section 170.0 i( 1 ~g), Florid~ Statutes, to :~d)pay for the relocation ofijfilitieS'pursUant to voluntary a~e~nt ~th the ufiii~ :.and thatsuch.payment for furore relocat~ims is neeessmd~ and desirable in ibis sltuation in order to promote end ensure~tho public-welfare of the residents of the City'of A. dventura, includlng but no! Iituited'to the:need to ensure and provide for the tituely eonstmcilon of Cli~ toad projects; and ~EREAs:the [Dcwl~pcr] tias agreed ~at the Ci~ shall :be indem~fied fo~paymen~ :tO FPL. for future;relocat{on costs~f:the subjlect electric poles by means ora com, enent :running with:the [developer's] land whenev0rlheCity require~rel.ocation of the:subject electric poles.pursumat to section 337A03, Florida Statutes; NOW THEREFORE for good and adequate:consi:derafion thelCitY and FPL agree as follows: i, Tho above recitals areTound tO be tree:and correct :and are incorporated herein'by 2~ A~er application by FPL and review and approyal by the City~s engineering :department, the City shall grant FPL a construction permit~: eonsistant with this Agreement, for the installation Of the FPL electric: pOleS:within the City right-of-way described as E~ 29* Avenue between. !87m Stre~ ~d ! 8gth stre~; ~nch c0ns~etion permil shall reference this Agreement and shall provided that in case of any conflict betwean the construction permit and !his Agreement. The p~ies hereby expressly agree tha~ ~he:terms and eonditlons of this Agreemeni shall preyail in case of such eonllict. 3, ~e: i..nitiaI relocation of the FPL ~!eotfic p0!~S from tile Easemenf ~0 public right of way shall be at no cosf to the City and pursuant to a relocation agreemeni: between.the ;[de~eioper} ~d FPL. :4, After the:initia[relocation of' the FPL poles:onto the:City road right-of-way and ;pursuant tO'the City right~of-way construction permit, the Ci~ shall pay for any ~ubs~quent relocafi0n .of:the ~L facilities:which'the city finds are ~nreasonabl? interfering with the convenient, safe, or continuoususe, orthe maintenance, :improvement, extensioth or e~ansion of such public road righ~-of-Way. No/hingherein shalI prev~n~ the City fr0m then seekingindmn~ficafian from [the~developer] or :Iandowners of [deVelopment] pursuant to separate: agreoment:o~ covenant providing for such :reimbursement. 51. Thi~ Agreement c~eates a :right of reimbursement as set forth herein and does :not creat~ or grant any title easement, or other l~gal interes~t in or to ~ho:Cit~ fight~of-way-or othermal propetW of the City'in or on' behalf of FPL. ~. This Agreement shall be construed in a~cordanee with the laws: of'the State :of Florida. I1' legal :action is necessary'b7 either party with respect:to the enforcement °£any' Or all of the :terms or conditions.herein, exclusive venue: for the :enforcement of.same shal 1 lie in Miami-Dade County, Florida; FPL and the City expressly waive: any rights either p~ may ha'ue to a {rial by jury of any civil litigation related' to or arising out of this ~greement. :7, ThC pa:tries hereto represent and warrant thgt ~ey have the authority 't9 enter into thi~ agreement. 8. ThisAgreement shalllbe ad0pted byxhe ¢iW. and Recorded in the official Records of the City: IN WITNESS WHEREOF, the'Gity and EPL have,executedlhj~:Agreement for the reimbursement for furore relocation ofthe aforesaid electric facilities. CITY' OF ADVENTURA (address) Attest: Mayor :, City Clerk Date; :(SEAL) FLORIDA POWER & LIGHT COiq. PANY~ 9250 ~(est l~lagIer Stree~ iM~ami, FL 33174 Date: (Print name and tire) STATE OF FLORa. DA ) ) Sst ~OUN~::OF MIAMi,DADE )t ~ this clay of ., 2003~ before me personally app~, ~ ag . of Florida Power & Light: Company, a F!~da eorpo~afion~ who is personllly know tO me' or ;produced . as identification and who did take an oath and dqpoSes and Say~ that l~e es/ecoted theabove:instrument and ackn~ledgedto me that he ;has'the l~gal authoritY to execute:the same. NOTARY PUBCIC My .COMMIS SION EXP[P,-E S N,E; 187TH STREET '~ "~ _ ~/~"~' EXISTING POLE ,L,00 ' ~ I/ SCALE ~ (84'~=,1' D ' O' ~"~/~/'PROPO '" '~'- ~ ' ,,"~ SED: POLE LOCATIONS SCALE 1/64" = 1'-0" ~