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2001-13ORDINANCE NO. 2001-13 AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ADOPTING THE ATTACHED TENTATIVE OPERATING AND CAPITAL BUDGET, AS REVIEWED AND APPROVED BY CITY COMMISSION AT THE REVIEW MEETING HELD ON JULY 19, 2001, AS THE CITY OF AVENTURA FINAL BUDGET FOR THE 2001/2002 FISCAL YEAR, PURSUANT TO SECTION 4.05 OF THE CITY CHARTER; AUTHORIZING EXPENDITURE OF FUNDS ESTABLISHED BY THE BUDGET; PROVIDING FOR BUDGETARY CONTROL; PROVIDING FOR PERSONNEL AUTHORIZATION; PROVIDING FOR GIFTS AND GRANTS; PROVIDING FOR AMENDMENTS; PROVIDING FOR ENCUMBRANCES; PROVIDING FOR SEVERABILITY AND PROVIDING FOR AN EFFECTIVE DATE. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, AS FOLLOWS: Section 1. The tentative 2001/2002 Operating and Capital Improvement Program Budget, reviewed and approved by the City Commission on July 19, 2001, a copy of said budget being attached hereto and made a part hereof as specifically as if set forth at length herein, be and the same is hereby established and adopted as the City of Aventura's final budget for the 2001/2002 fiscal year. The tentative budget adopted hereby may be amended or adjusted by a motion approved by a majority vote of the City Commission at the public hearings in accordance with State Statutes. Section 2. Expenditure of Funds Appropriated in the Budqet Authorized. Funds appropriated in the Budget may be expended by and with the approval of the City Manager in accordance with the provisions of the City Charter and applicable law. Funds of the City shall be expended in accordance with the appropriations provided in the Ordinance No. 2001-13 Page 2 Budget adopted by this Ordinance and shall constitute an appropriation of the amounts specified therein. Supplemental appropriations or the reduction of appropriations, if any, shall be made in accordance with Section 4.07 of the City Charter. Section 3. Budqetary Control. The 2001/2002 Operating and Capital Outlay Budget establishes a limitation on expenditures by department total. Said limitation requires that the total sum allocated to each department for operating and capital expenses may not be increased or decreased without specific authorization by a duly- enacted Resolution affecting such amendment or transfer. Therefore, the City Manager may authorize transfers from one individual line item account to another, so long as the line item accounts are within the same department and fund. Section 4. Personnel Authorization. The "Personnel Allocation Summary" included within each department budget enumerates all authorized bu~Jgeted positions for appointment by the City Manager. All personnel filling said authorized positions shall be paid pursuant to the City's Budget, Personnel Policies and/or collective bargaining agreements. Section 5. Grants and Gifts. When the City of Aventura receives monies from any source, be it private or governmental, by Grant, Gift, or otherwise, to which there is attached as a condition of acceptance any limitation regarding the use or expenditures of the monies received, the funds so received need not be shown in the Operating Budget nor shall said budget be subject to amendment of expenditures as a result of the receipt of said monies, but said monies shall only be disbursed and applied toward the purposes 2 Ordinance No. 2001-13 Page 3 for which the said funds were received. To ensure the integrity of the Operating Budget, and the integrity of the monies received by the City under Grants or Gifts, all monies received as contemplated above must, upon receipt, be segregated and accounted for based upon generally accepted accounting principles and where appropriate, placed into separate and individual trust and/or escrow accounts from which any money drawn may only be disbursed and applied within the limitations placed upon the Gift or Grant as aforesaid. Section 6. Amendments. Upon the passage and adoption of the 2001/2002 fiscal year Budget for the City of Aventura, if the City Manager determines that an Operating Department Total or a Capital Outlay Line Item will exceed its original appropriation, the City Manager is hereby authorized and directed to prepare such Resolutions as may be necessary and proper to modify any line item from the Budget hereby. Section 7. Encumbrances. All outstanding encumbrances at September 30, 2001 shall lapse at that time; and all lapsed capital outlay encumbrances shall be re- appropriated in the 2001/2002 fiscal year. Section 8. Severability. The provisions of this Ordinance are declared to be severable and if any section, sentence, clause or phrase of this Ordinance shall for any reason be held to be invalid or unconstitutional, such decision shall not affect the validity of the remaining sections, sentences, clauses, and phrases of this Ordinance but they shall remain in effect, it being the legislative intent that this Ordinance shall stand notwithstanding the invalidity of any part. 3 Ordinance No. 2001-13 Page 4 Section 9. Effective Date. This Ordinance shall be effective immediately upon adoption on second reading. The foregoing Ordinance was offered by Commissioner Holzberg, who moved its adoption on first reading. This motion was seconded by Commissioner Rogers-Libert and upon being put to a vote, the vote was as follows: Commissioner Arthur Berger yes Commissioner Jay R. Beskin yes Commissioner Manny Gressman yes Commissioner Harry Holzberg yes Commissioner Patricia Rogers-Libert yes Vice Mayor Ken Cohen yes Mayor Jeffrey M. Perlow yes The foregoing Ordinance was offered by Commissioner Rogers-Libert, who moved its adoption on second reading. This motion was seconded by Commissioner Beskin and upon being put to a vote, the vote was as follows: Commissioner Arthur Berger yes Commissioner Jay R. Beskin yes Commissioner Manny Grossman yes Commissioner Harry Hoizberg yes Commissioner Patricia Rogers-Libert yes Vice Mayor Ken Cohen yes Mayor Jeffrey M. Perlow yes PASSED AND ADOPTED on first reading this 4th day of September, 2001. 4 Ordinance No. 2001-13 Page 5 PASSED AND ADOPTED on second reading this 24th day of September, 2001. ,~ EI~'~R~=Y M. ~5~YOR ATTEST: ,,-~,~ APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY 5 OPERATING AND CAPITAL BUDGET FISCAL YEAR 2001/02 CITY OF AVENTURA CITY COMMISSION Mayor Jeffrey M. Perlow Vice Mayor Ken Cohen Commissioner Arthur Berger Commissioner Jay R. Beskin Commissioner Manny Grossman Commissioner Harry Holzberg Commissioner Patricia Rogere-Libert CITY MANAGER Eric M. Soroka DEPARTMENT DIRECTORS Weiss Serota Helfman Pastoriza & Guedes, P.A., City Attorney Harry M. Kilgore, Finance Support Services Robert M. Sherman, Community Services Teresa M. Soroka, City Clerk Thomas Ribel, Police Chief Brenda Kelley, Community Development CITY OF AVENTURA OPERATING AND CAPITAL BUDGET FISCAL YEAR 2001/02 TABLE OF CONTENTS TOPIC City Manager's Budget Message Addendum 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 STREET MAINTENANCE FUND POLICE CAPITAL OUTLAY IMPACT FEE FUND PARK DEVELOPMENT FUND CHARTER SCHOOL FUND DEBT SERVICE FUNDS CAPITAL CONSTRUCTION FUNDS STORMWA TER UTILITY FUND POLICE OFFDUTY SERVICES FUND APPENDIX PAGE NO. I -XVl 1 4 7 14 17 23 30 34 39 49 55 63 66 71 72 84 92 99 104 106 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: 2001/02 Budget Message Addendum Members of the City Commission: On July 10, 2001 the City Manager's Proposed Operating and Capital Budget for all funds for the fiscal year beginning October 1, 2001 was presented to the City Commission. A Budget review meeting was held on July 19, 2001, whereby the City Commission reviewed, discussed and approved the proposed budget as presented. The document recommends a $44,855,821 Budget. Enclosed herein is the 2001/02 fiscal year budget. Respectfully submitted, EMS/aca PHONE: 305466-8910 · F~: 305466-8919 www.cityofaventura.com 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: 2001/02 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 all funds for the fiscal year beginning October 1, 2001, 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. Budget Format A single budget document, which includes all City Funds and service programs, has been prepared to provide a comprehensive overview of all City services and financial framework for the understanding of the public. The following sections are contained within the budget document: 2. 3. 4. 5. 6. 7. 8. Summary of all Budgeted Funds General Fund Police Education Fund Street Maintenance Fund Police Capital Outlay Impact Fee Fund Park Development Fund Charter School Fund Debt Service Funds PHONE: 305-466-8910 · F~x: 305-466-8919 www. cityo faventu fa.corn 9. Capital Construction Funds 10. Stormwater Utility Fund 11. Police Offduty Services Fund The budget is a performance based plan that links goals and objectives with the financial resources necessary to achieve them. In order to ensure that goals and objectives established in the budget planning process are translated into results, the resources allocation process is tied to performance. The budget document contains performance/workload indicators to facilitate this process. Every effort was made to provide a budget document that can be fully reviewed and justified to the City Commission and residents. The preparation of the budget document marks a continued commitment to a planned and professional process of developing a budget that will address both current and future issues facing the City, providing adequate service levels and the necessary justification to support all expenditure requests. 2001102 Bud;let Priorities/Goals The following represents the pre-established priorities and goals that provided a framework for the preparation of the 2001/02 Budget Plan. In many areas the budget contains resources to address and accomplish the pm cstablished priorities and ~loals. v' Construct, operate and maintain a Charter Elementary School by 2003, adjacent to the Community Recreation Center of the City to serve the growing school age population of the City. ,/ Construct and open the community recreation center by fall 2002, to provide additional recreational opportunities for all age groups. v~ 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. · / Expand Police Department services in order to address service demand requirements. v~ Improve traffic management by integrating video monitoring devices at key intersections throughout the City. · ~ Continue Citywide Shuffle Bus Service and expand ridership. · / Purchase additional park land to expand Waterways Park and provide additional recreational opportunities. ,/ 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. v' Implement and fund the fifth year of the City's first 5 Year Capital Improvement Program. v' Continue projects associated with the Citywide Beautification Program. v~ Continue to expand recreational and cultural opportunities for all age groups. Action Plan The residents of the City deserve quality municipal services provided in a productive and efficient manner at the lowest possible cost. They also deserve proper justification when a budget is proposed. I believe the budget contained within does all of this. In its 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 5 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 many projects that build the foundation blocks for the next five years toward the goal of developing a sense of community for our City. The addition of a Charter Elementary School, Community Recreation Center and more parks and recreational opportunities will address the changes in demographics toward a younger family oriented population and assist in achieving our goals. Summary of All Budgetary Funds The total proposed budget for 2001/02, including all funds, capital outlay and debt service, is $44,855,821. This is a 6.6% increase compared to the prior year. This is primarily due to increases in capital outlay, CIP reserve and Debt Service. Operating expenditures total $14,055,315. Capital Outlay expenditures total $28,028,197 and Debt Service expenditures are $2,772,309. Fund Summary By Amount Milliom 30- 25- 20- 15- 10. 5. 0. Individual fund budget amounts are as follows: FUND General Police Education Street Maintenance Police Impact Fee Park Development Charter School Debt Service Capital Construction Stormwater Utility Police Offduty Services PROPOSEDAMOUNT $24,860,661 24,150 694,500 108,000 1,000,000 110,000 2,272,309 12,075,000 3,181,059 450,0O0 l General a Stormw ater Utility [] Park Deveinpment · Street Maintenance · Police Offdut~ Services · Charter School a Police h~pact Fee · Capital Const~ucticn [3 Police Education % OF BUDGET 55.5% .1% 1.6% .2% 2.2% .2% 5.1% 27.0% 7.1% 1.0% -- 1II Fund Summary By Percentage Expenditures by category are as follows: Category Summary CATEGORY Personal Services Contractual Services Other Charges & Services Commodities Other Operating Expenses Capital Outlay Debt Service TOTALS PROPOSED AMOUNT $8,548,050 3,068,000 1,774,330 354,410 210,525 28,028,197 ~,772.309 $ 44,855,821 % OF BUDGET 19.3% 6.8% 3.9% 0.8% 0.5% 62.5% 6.2% 100.0% Personal Services 19.3% Other Charges & Services 3.9% Commodlt~e~ Other Operating Expenses 0.5% Capital Outla~ 62.5% _ The following chart shows a comparison of the department's budgets for the past two years. Total costs increased by 6.6%. Departmental Budflet Comparison Increase 2000/01 2001/02 (Decrease) % Chan~e City Commission $ 75,270 $106,106 $ 30,836 41.0% Office of the City Manager 487,547 533,144 45,598 9.4% Finance Support Services 773,150 862,887 89,737 11.6% Legal 205,000 205,000 0 0.0% City Clerk 197,065 185,875 (11,190) (4.3%) Public Safety 6,429,057 7,035,419 606,362 9.4% Community Development 1,291,440 1,366,570 75,130 5.8% Community Services 2,758,571 2,930,314 171,743 6.2% Charter School 0 110,000 110,000 100% Non-Departmental 731,415 720,000 (11,415} (1.6%) Subtotals 12,948,514 14,055,315 1,106,801 8.5% Capital Outlay 20,102,531 20,585,522 482,991 2.4%) CIP Reserve 6,644,441 7,442,675 798,234 12.0% Debt Service 2,371,689 2,772,309 400,620 16.9% Totals $42,067,175 $44,855,821 $2,768,646 6.6% 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 2001/02 Fiscal Year General Fund Budget, including inter-fund transfers, are anticipated to be $28,130,682. This is an increase of $166,753 or 0.6% compared to last year. The increase is pdmadly associated with larger than anticipated fund balance amounts from the prior year. 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 seventh year without an increase. The ad valorem millage levy for fiscal year 2001102 will be 2.2270. This will generate $8,282,000 and will be the second lowest municipal tax rate in the County. The City experienced a 13.2% increase in the taxable assessed property values. This can be attributed to a strong local economy and continued growth in the commercial and residential tax base. The budget includes $1,755,000 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 Licenses and Permits - The amounts for this revenue category are projected to be $1,405,000. City Occupational Licenses and building permits are the major sources of revenue. The amount is anticipated to be $54,000 more than last year due to a projected increase in occupational licenses. Inter.qovernmental Revenues - Total revenues for this category are projected to increase by $1,037,000 compared to the amount budgeted for 2000/01. The 96% increase is related to anticipated revenues in the amount of $900,000 to be reimbursed from the Florida Department of Transportation to partially fund beautification projects on Biscayne Boulevard and other increases associated with half cent sales tax proceeds. Char,qes For Services - Revenues relating to charges for services are anticipated to be $133,000 more than the prior year's budget. This is primarily due to revenue from Police Services Agreements with Aventura Mall and the Tauber School for increased service levels. Fines and Forfeitures - Total revenues projected for 2001/02 are $155,000. Revenues from County court fines and code violations are included in this category. Miscellaneous Revenues - Projected revenues are anticipated to be $15,000 higher than the amount budgeted for the prior fiscal year due to slight increases in interest earnings. Fund Balance - This represents under estimates of available resources, and unspent appropriations from the 2000/01 budget. This amount is anticipated to be $7,742,142. Non-Revenues -This represents transfers from the Street Maintenance Fund and Stormwater Utility Fund to the General Fund. Revenues by Source Expenditures The estimated 2001/02 General Fund expenditures contained within this budget total $28,130,682 and are balanced with the projected revenues. Total expenditures are $166,753 or 0.6% more than the 2000/01 fiscal year amount. The operating expenditures have increased by $986,801 or 7.9% compared to the prior year. CATEGORY SUMMARY CATEGORY Personal Services Contractual Services Other Charges & Svcs. Commodities Other Operating Expenses Total Operating Expenditures Increase % 2000/01 2001/02 (Decrease) Change $7,477,849 $8,198,050 $720,201 9.6% 2,819,500 2,958,000 138,500 4.9% 1,723,595 1,774,330 50,735 2.9% 281,850 354,410 72,560 25.7% 181,570 186,375 4,805 2.6% $12,484,364 $13,471,165 986,801 7.9% Capital Outlay Transfer to Funds Total Expenditures 13,629,970 12,349,178 (1,280,792) -9.4% 1,849,595 2,200,339 350,744 19.0% $27,963,929 $28,130,682 $166,753) 0.6% Personal Services Personal Services expenditures for all employees have been budgeted to reflect a 3.5% cost of living adjustment and a performance/bonus amount that averages 3% per employee. The performance/bonus program is based on a formal evaluation of each employee and rewards accomplishments and performance rather than tenure. The total number of employees is 155, compared to the figure of 147 budgeted in the 2000/01 fiscal year. A total of 8 new employees were added. 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. Health insurance premium costs increased by $80,000 higher than originally anticipated. Position additions are as follows: · Public Safety Department - Added 5 police officer positions (3 to respond to increased service needs and 2 to meet additional police service agreement requirements with Aventura Mall and Tauber School). Added one Records Clerk position to expand records operation hours to the public. Added Administrative Assistant position to address growing needs of the Police Department. A total of 102 positions are included. Of that number, 69 are sworn officers. The budget also includes the reclassification of 2 police officer positions to Sergeant and 3 Lieutenants positions to Captain to respond to the supervisory needs for police services of a growing department and community. The department provides a full range of services including criminal investigations, preventive patrol, bike patrol, crime prevention, traffic enforcement and dispatch functions. Finance Support Services Department - Added Customer Service I position to consolidate cashier operations and recreation registration to better serve the public and add to our "one stop shop" capabilities. Operatin; Exnenses The expenditures for contractual services are budgeted at $2,958,000 or 10.6% of the General Fund budget. This is $139,000 more than the prior year. This can be attributed to the increased costs associated with maintaining newly landscaped areas and expenses associated with maintaining the new Government Center. Expenditures for other charges and services are budgeted at $1,774,330, which represents 6.4% of the total budget. This category increased by $50,735. Expenditures for commodities are budgeted at $354,410, which represents 1.3% of the total budget. Total costs associated with other operating expenses are budgeted at $186,375, which represents .7% of the total budget. Capital Outlay This budget marks the fifth year of the implementation of the City's original five year Capital Improvement Program. The ClP defines a long term plan of proposed capital expenditures to address infrastructure needs long neglected by the County and the maintenance of a desirable high quality of life. Major emphasis was placed on beautification and landscape projects, road and safety improvements, and the purchase of additional park open/space property. A total of $12,349,178, including a $6,921,656 reserve to fund future projects, has been budgeted in the General Fund for Capital Outlay. Major capital outlay items, which are included in the General fund, · Millennium Park\Recreation Center $1,500,000 · Country Club Drive Improvements 1,400,000 · Beautification Projects 1,320,000 · Computer Equipment 314,400 · Police Vehicles 283,122 · Bus Shelters/Benches 250,000 · Radio Purchase & Replacement 175,000 · Street Lighting Improvements 150,000 · Vehicles & Equipment 20,000 · Walkways/Sidewalks 10,000 · Aventura Park Improvements 5,000 are as follows: Expansion of Services The budget includes funds to expand City provided services as follows: · Security and Safety of Residents - Police Services - Added 5 police officer positions Added one Records Clerk position to expand records operation hours to the public. Added Administrative Assistant position to address growing needs of the Police Department. Additional cost -$286,000 VIII -- · Maintain Newly Landscaped Areas at a High Standard. Additional cost - $135,000. · "One Stop Shop" Customer Service Enhancements - Added Customer Service I position to better serve the public. Additional cost - $30,000. · "Electronic Government" Enhancements - Software and webpage upgrades. Additional cost - $43,000. SUMMARY OF EXPENDITURES BY DEPARTMENT GENERAL GOVERNMENT GENERAL FUND Increase 2000/01 2001/02 (Decrease) %Chanqe City Commission $ 75,270 Office of the City Manager 487,547 Finance Support Services 773,150 Legal 205,000 City Clerk 197,065 Total Gen. Gov't $1,738,031 $106,106 $ 30,836 41.0% 533,144 45,598 9.4% 862,887 89,737 11.6% 205,000 0 0.0% 185.875 (11.190) (5.7%) $1,893,012 $154,981 8.9% PUBLIC SAFETY Police Comm. Development Total Public Safety $5,964,907 1,2911440 $7,256,347 $6,561,269 596,562 10.0% 1,366,570 75,165 5.8% $7,927,839 671,492 9.3% COMMUNITY SERVICES Total Community Services $2,758,571 $2,930,314 171,743 6.2% OTHER NON-DEPARTMENTAL Non-Departmental Transfer to Funds Capital Outlay Total other Non-Dept. $731,415 1,849,595 13,629,970 $16,210,980 $720,000 (11,415) (1.6%) 2,310,339 460,744 24.9% 12,349,178 ~1.280.792) (9.4%) $15,379,517 ($831,463) (5.1%) TOTAL $27,963,929 $28,130,682 $156,753 0.6% Clty~ Offica eflhe City Manager 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 $24,150 is anticipated in revenue for 2001/02. The amount budgeted for expenditures will be used for various state-approved training programs throughout the year. Street Maintenance Fund This fund was established to account for restricted revenues and expenditures which, by state statute, are designated for street maintenance and construction costs. Expenditures will be accounted for in the General Fund by designating specific expenditure accounts in the Community Services Department associated with street maintenance, road-right-of way maintenance activities and the Capital Improvement Program. Transfers to the General Fund will be made once a month to reimburse the fund for actual expenditures made from the designated expenditure accounts. Revenues are projected to be $694,500 for 2001/02. This includes restricted State Revenue Sharing funds and gas tax proceeds. Police Capital 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 2001/02 is $108,000. 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 2001/02 is $1,000,000. This amount will assist in the construction of the community recreational center and Millennium Park. Charter School Fund This new fund will be used to account for revenues and expenditures specifically earmarked for the City's Charter Schools. The fund will account for both operating and capital revenues and expenditures, a well as repayment to the General Fund for start- up and debt service cost associated with the acquisition of land and construction of the proposed schools. The proposed budget includes $110,000 for planning and development services for the proposed charter elementary school scheduled to open in August 2003. Debt Service Funds These funds was 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: FMLC 1999 Debt Service Fund - Established for the purchase of Founders Park, and the permanent Government Center site and construction of the Government. The proposed budget for 2001/02 is $1,358,025. 2000 Loan Debt Service Fund - Established for the construction of the Community Recreation Center and the acquisition and construction of Waterways Park. The proposed budget for 2001/02 is $509,284. 2001 Loan Debt Service Fund - Established for the construction of the Waterways Park and to acquire property for the Charter School. The proposed budget for 2001/02 is $405,000. The total budget for all Debt Service Funds is $2,272,309, which is $400,620 more than last fiscal year. Capital Construction Funds These funds was established to account for bond and loan proceeds and expenditures associated with the following projects: FMLC 1999 Debt Service Fund - Established for the purchase of Founders Park, and the permanent Government Center site and construction of the Government Center. All projects associated with this fund will be completed by the end of the current fiscal year. 2000 Loan Debt Service Fund - Established for the construction of the Community Recreation Center and the acquisition and construction of Waterways Park. The proposed budget for 2001/02 is $6,075,000. 2001 Loan Debt Service Fund - Established for the construction of the Waterways Park and to acquire property for the Charter School. The proposed budget for 2001/02 is $6,000,000. The total budget for all Capital Construction Funds is $12,075,000, which is $758,056 more 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 $185,040. Capital improvements to the drainage system will be X! funded directly from the Stormwater Utility Fund in the amount of $2,475,000. A reserve account to assist in funding future projects was established in the amount of $521,019. Revenues are projected to be $3,181,059, including a bank loan in the amount of $2,100,000 for 2001/02. 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 2001/02 is anticipated to be $450,000. Summary I am pleased to submit the detailed budget contained herein for Fiscal Year 2001/02. The budget reaffirms the City Commission's commitment to developing a strong financial base for the City while maintaining the second 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 represents our continued commitment to excellence and to our residents. Some of the major points emphasized, in the proposed budget, are as follows: · For the seventh year, no property tax increase. Adopts 1995 County UMSA millage cate of 2.2270. Added 5 police officer positions to response to increased service needs and to meet additional police service agreement requirements. Added one Records Clerk position to expand records operation hours to the public. Added Administrative Assistant position to address growing needs of the Police Department. A total of 102 positions are included. Of that number, 69 are sworn officers. · Provides funding to construct the new Community Recreation Center and Millennium Park and purchase land for the new charter elementary school. · Proposes to improve traffic management by integrating video monitoring devices at key intersections throughout the City. · Includes funding to continue the Citywide shuttle bus public transportation service without imposing a fare and provide for year round Saturday service. · Provides for $20,585,522 worth of capital improvements and $7,442,675 CIP 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. XII __ · Added Customer Service I position to consolidate cashier operations and recreation registration to better serve the public and add to our ~one stop shop" capabilities. Continues to implement technology enhancements that develop our 'Electronic Govemment" to allow the public to interact more easily and conveniently with the City and to automate City operations. · Special Events such es July 4~, Founders Day, Veterans Day, Arbor Day, as well as cultural programs and recreational activities are included. · Continues contracting most maintenance functions, enginee#ng and inspection services to the pdvate sector. Includes $3,130,000 for beautification and community enhancement projects including landscaping, lighting improvements, road improvements, bus benches/shelters and to address safety concerns. · Funds are included to assist in the acquisition of additional property to expand Waterways Park to provide more recreational~open space areas. · Provides funding for increased costs associated with maintaining newly landscaped areas and acquired roadways. · Funds police equipment needs from laptop computers to new police vehicles in the amount of $668,122. · Includes $2,475,000 to fund drainage and road improvements in the Biscayne Lakes Garden area and NE 188~ Street. · Includes $110,000 as start-up funding the planning and development of the new charter elementary school scheduled to open in august 2003. 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 19, 2001 to review in detail, the proposed budget document. R~ submitted, (~'t~ MM~,nSa°rg°er~ EMS/aca -- XIII 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: Pinecrest 2.1000 Aventura 2.2270 UMSA 2.4470 Sunny Isles 2.6500 Bal Harbour 3.2300 Miami Lakes 3.4470 Sweetwater 3.4487 Key Biscayne 3.6600 Virginia Gardens 4.8430 Bay Harbor Island 5.0000 Surf side 5.6030 Coral Gables 5.8410 North Bay Village 6.2811 South Miami 6.3730 Hialeah Gardens 6.4800 Hialeah 7.5280 Medley 7.9230 West Miami 8.4950 Miami Shores 8.5151 Golden Beach 8.5900 E1 Portal 8.7000 Biscayne Park 8.7000 North Miami 8.8230 Florida City 8.9000 Miami Springs 9.1120 Miami Beach 9.2860 North Miami Beach 9.2903 Opa Locka 9.8000 Homestead 10.000 Islandia 10.000 Miami 10.255 Indian Creek 10.3612 X1V -- Where Your Tax Dollars Go City of Aventura 10.1% So. Florida Water Man. 2.7% Inland Everglades Project 0.5% School Board 42.7% Metro Dade 43.8% -- ×V Organization Chart CITY OF AVENTURA Legal Services Cap'C[al P~ojects City Clerk Minutes Records Retention Clerical Support Public Safety Police Patrol Community Relations Criminal investigations Traffic Enforcement Emergency Preparedness Community Development Finance/Support ~ Community Services ~ Services ~ Department Planning Zoning Building Inspections Code Enforcement Economic Development Occupational Licenses Charter Sch~~l~i Finance/Accounting Purchasing Risk Management Information Management Personnel Community Facilities Parks/Beautification ROW/Median Maint. Public Works Mass Transit Special Events Recreation/Cultural Our Mission Statement Our mission is to join with our community to make Aventura a city of the highest quality and a city of excollence. We do this by providing RESPONSIVE, COST EFFECTIVE AND INNOVATIVE local government services. SUMMARY OF ALL FUNDS CITY OF AVENTURA 2001102 OPERATING & CAPITAL OUTLAY REVENUE PROJECTIONS 68t General Fund $ 24,072,t91 $ 26,371,125 $ 27,963,929 $ 28,130,682 $ 28,130,682 11o Police Education Fund 9,759 5,739 15,150 24,150 24,150 120 Street Maintenance Fund 505,3t4 509,066 553,068 729,500 729,500 140 Police Impact Fee Fund 333,657 183,338 189,099 108,000 108,000 170 Park Development Fund 787,182 409,008 1,209,000 1,000,000 1,000,000 190 Charter School Fund 0 0 0 110,000 1t0,000 230-250 Debt Service Funds 834,320 1,358,445 1,871,689 2,272,309 2,272,309 320-350 Capital Construction Funds 16,175,934 487,890 11,316,944 12,075,000 12,075,000 410 Stormwater Utility Fund t,700,198 1,661,909 1,1t2,500 3,181,059 3,181,059 620 Police Offduty Services Fund 448,19t 496,310 449,000 450,068 450,000 SUBTOTAL REVENUES 43,871,646 31,482,830 44,650,311 48,080,700 48,080,700 Interfund Eliminations (1,306,829) (2,616,107) (2,683,136) (3,224,678) (3,224,879) TOTAL REVENUES EXPENDITURES Operating Expenditures: City Commission Office of the City Manager Finance Support Services Legal City Clerk Public Safety Community Development Community Services Charter School Non - Departmental $ 74,619 $ 68,188 $ 75,270 $ 106,106 $ 106,106 472,405 476,982 487,546 533,144 533,144 596,936 610,690 773,150 862,887 862,887 238,028 188,263 205,000 205,000 205,000 178,897 182,655 197,065 185,875 189,875 5,306,632 6,228,784 6,429,057 7,035,419 7,035,419 1,479,132 1,573,t25 1,291,440 1,366,570 t,366,570 2,419,163 2,7t7,725 2,758,971 2,830,314 2,930,3t4 110,000 110,000 543,665 513,928 731,415 720,000 720,068 Final Budget 2001/02 Page 1 Capital Outlay: City Commission $ $ $ $ $ Office of the City Manager 3,s93 3,790 0 4,000 4,000 Finance Support Services 80,244 35,t97 43,818 190,000 190,000 Legal 0 0 0 0 0 City Clerk 3,7ss 3,790 0 3,000 3,sso Public Safety 199,264 396,769 64t,015 668,622 668,622 Community Development 9t7 28,664 34,600 34,900 34,900 Community Services 9,199,470 3,534,893 13,241,154 15,686,000 15,685,000 Charter School o o o o o Non - Departmental 3,847,671 8,361,115 6,141,944 4,000,000 4,000,000 CIP Reserve 0 0 6,644,441 7,442,675 7,442,675 Non - Departmental: Transfer To Funds $ $ $ $ $ Debt Service ?,881,607 1,353,219 2,371,689 2,772,309 2,772,309 Final Budget 2001102 Page 2 CITY OF AVENTURA 2001102 OPERATING & CAPITAL OUTLAY 10~/2sss Pemonal Services $ 6,467,088 $ 7,323,287 $ 7,926,849 $ 8,648,050 $ 8,648,050 3000/3999 Contractual Services 2,686,171 2,9t9,728 2,8t9,500 3,068,000 3,068,000 4000/4999 Other ChargeslSvcs 1,792,435 1,893,787 t,723,595 1,774,330 1,774,330 5000/5399 Commodities 242,878 311,069 281,850 354,410 354,410 040U0990 Other Operating Expenses 120,705 tt2,369 , t96,720 210,525 2t0,525 6000/6999 Capital Outlay $ 11,786,918 $ 12,364,218 $ 26,746,972 $ 28,028,197 $ 28,028,197 7000/7999 Debt Service 8,1t6,607 1,353,219 2,371,689 2,772,309 2,772,309 8000/8999 Transfer To Funds 0 0 COMPARATIVE PERSONNEL SUMMARY City Commission Office of the City Manager Finance Support Services Legal City Clerk Public Safety Community Development Community Services 1998199 1999100 2000101 2001102 7 7 7 7 5 5 5 5 8 8 9 10 0 0 0 0 2 2 2 2 83 92 95 102 11 11 12 12 13 17 17 17 ~ Final Budget 2001102 Page 3 GENERAL FUND CITY OF AVENTURA SUMMARY OF BUDGET 2001102 OPERATING & CAPITAL OUTLAY The General Fund is used to account for resources and expenditures that are available for theI genera operations of c ty government funct ons. / REVENUE PROJECTIONS EXPENDITURES Operating Expenditures: City Commission Office of the City Manager Finance Support Services Legal City Clerk Public Safety Community Development Community Services Non - Departmental $ 74,619 $ 68,188 '$ 75,270 $ t06,106 $ 106,t06 472,405 476,982 487,546 533,144 533,144 596,936 610,590 773,150 862,887 862,887 238,028 188,263 205,000 205,000 205,000 178,697 182,655 197,065 185,875 185,875 4,842,716 5,768,119 5,964,907 6,561,269 6,561,269 1,479,132 1,573,125 1,291,440 1,366,570 1,366,570 2,419,163 2,717,725 2,758,571 2,930,314 2,930,314 543,665 513,928 731,415 720,000 720,000 -- Final Budget 200tl02 Page 4 Capital Outlay City Commission 0 0 0 0 0 Office of the City Manager 3,553 3,790 0 4,000 4,000 Finance Support Services 60,244 35,197 43,818 190,000 190,000 Legal o o o o o City Clerk 3,799 3,790 0 3,000 3,000 Public Safety s4,1s3 234,135 481,916 560,622 560,622 Community Development 917 28,664 34,600 34,900 34,900 Community Services s,sss,715 3,146,375 5,167,154 4,635,000 4,635,000 Non - Departmental o o ~,4so,ooo o o CIP Reserve 0 0 6,422,482 6,921,656 6,92t,656 Transfer to Funds 633,595 1,352,988 1,849,595 2,310,339 2,310,339 Final Budget 2001102 Page 5 CITY OF AVENTURA CATEGORY SUMMARY 2001/02 REVENUE PROJECTIONS 3100001319999 320000/329999 3300~0/339999 340000/349999 350000/359999 360000/369999 380000/389999 399900/399999 Locally Levied Taxes 12,587,629 13,720,314 t3,772,000 14,835,000 14,835,000 Licenses & Permits 1,781,862 1,888,977 1,351,000 1,406,000 1,405,000 Intergovernmental Rev. 1,598,981 2,337,083 1,572,000 2,609,000 2,609,000 Charges for Services 472,917 315,932 267,000 400,000 400,000 Fines & Forfeitures 120,166 168,605 140,000 155,000 155,000 Misc, Revenues 1,062,337 889,611 325,000 340,000 340,000 Transfer from Funds 538,920 1,151.096 733,541 914,540 914,540 Fund Balance 5,909,379 6,899,507 9,803,388 7,472,142 7,472,142 EXPENDITURES 10~012999 3000/3999 4000/4999 50~0/5399 5400/5999 Personal Services 6,003,172 6,862,622 7,477,849 8,198,050 8,198,050 Contractual Services 2,686,17t 2,919,728 2,819,500 2,958,000 2,958,000 Other ChargeslSvcs 1,792,435 1,893,787 1,723,595 1,774,330 1,774,330 Commodities 242,878 311,069 281,850 354,4t0 354,410 Other Operating Expense~ 120,705 112,369 181,570 186,375 186,375 6000/6999 Capital Outlay $ 6,662,384 $ 3,451,951 $ 13,629,970 $ 12,349,178 $ 12,349,178 800=6666 Transfer To Funds 633,595 1,352,988 t,849,595 2,310,339 2,310,339 Final Budget 200tl02 Page 6 REVENUE ESTIMATES CITY OF AVENTURA REVENUE PROJECTIONS 2001102 3111000 3112OOO 3131000 3132000 3134OOO 3135000 3137100 3138000 3149000 3141000 3142200 3143OO0 3144000 Locally Levied Taxes Ad Valorem Taxes-Current Ad Vaioram Taxes-Delinquent Franchise Fee-Electric Franchise Fee-Telephone Franchise Fee-Gas Franchise Fee-CATV Franchise Fee-Sanitation Franchise Fee-Towing Unified Communications Tax Utility Tax. Electdc Utility Tax-Telecommunications Utility Tax-Water Utility Tax-Gas SUBTOTAL 3211000 3221000 3291000 Licenses & Permits City Occupational Licenses Building Permits EnginesHng Permits SUBTOTAL 3312200 3312300 331245O 3312910 3344901 3347950 3351100 3351200 3351500 3351800 3374000 Intergovernmental Revenues COPS Federal Grant Victims of Crime Act Federal Grants FEMA Maintenance Agreement Payment State Grants- Comp Plan Cigarette Tax State Revenue Sharing Alcoholic Beverage License Half Cent Sales Tax FDOT $ 6,672,466 22,830 1,670,491 90,164 39,052 108,069 186,416 12,000 2,403,845 974,491 66,961 7,t14,602 $ 7,427,000 26,052 7,000 1,805,778 1,712,000 97,385 96,000 39,476 39,000 68,670 75,000 216,176 190,000 224,000 224,000 6,000 12,000 12,000 12,000 2,700,755 2,780,000 2,863,000 2,863,000 1,131,193 938,000 474,704 424,000 435,000 435,000 39,523 72,000 74,000 74,000 $ 8,282,000 $ 8,282,000 7,000 7,000 1,755,000 1,755,000 40,000 40,000 $ 561,028 $ 625,385 $ 590,000 $ 637,000 $ 637,000 1,179,854 1,249,202 746,000 758,000 758,000 40,980 t4,390 15,000 10,000 10,000 $ 62,539 $ 357,022 $ 170,000 $ 200,000 $ $ 36,935 $ 34,000 7,396 10,480 $ t06,077 40,000 50,000 40,000 19,527 17,043 21,000 176,464 202,161 181,000 204,000 5,182 11,567 6,000 6,000 1,137,005 1,205,386 1,100,000 1,275,000 292,880 900,000 4,000 204,000 6,000 1,275,000 900,000 Final Budget 2001102 Page 7 3377100 3377501 3382000 3413OOO 3419OOO 3421300 3425000 3471000 3472000 3491000 3499OOO 3511000 3541000 3611000 3661000 3999OOO 381104.1 3611012 Safe Neighborhood Parks MPO Transit Study County Occupational Licenses SUSTOTAL Charges For Services Certificate of Use Fees Election Filing Fee~ Police Services Agreement Development Review Fees Rec~Cultural Events Parks & Racresflon Fess Interim Services Fee Other Charges For Service SUBTOTAL Flne~ & Forfelture~ County Court Fines Code Violation Fine~ SUBTOTAL Interest Earnings Developer Contributions/Streets Misc. Revenues SUBTOTAL Carryover Transfers From Stormwater Fund Transfem From Street Malnt. Fund SUBTOTAL Total Available General Fund 118,400 24,000 32,468 23,532 20,000 20,000 20,000 $ 5,055 $ 5,775 $ 5,000 $ 5,000 $ 5,000 220,000 175,900 176,000 3602,000 302,000 94,840 82,509 30,000 32,000 32,000 48,300 49,200 50,000 55,000 55,000 3,108 2,548 4,000 4,000 4,000 405 2,0~) 2,000 2,000 $ 104,736 $ 154,638 $ 135,000 $ 136,000 $ 135,000 15,430 13,967 5,000 20,000 20,000 $ 373,619 $ 491,836 $ 300,000 $ 315,000 $ 315,000 611,430 245,915 77,288 151,760 25,000 28,000 25,000 $ 5,909,379 $ 5,899,507 $ 9.803,388 $ 7,472,142 $ 7,472,t42 166,920 748,596 180,541 185,040 185,040 372,000 402,500 553,000 729,500 729,500 Final Budge~ 2001102 Page 8 3111000 3112000 3131000 3132000 3134000 3135000 LOCALLY LEVIED TAXES 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 $3,914,281,877. The 1995/96 fiscal year Unincorporated Municipal Services Area (UMSA) millage was 2.2270. The City's 1996/97 to 2000/01 budgets adopted that same rate without increase. The 2001/02 budget again adopts a millage rate of 2.2270, the seventh 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 and 2000/01 and has proposed a rate of 2.4470 mills for the 2001/02 fiscal year. Ad Valorem Taxes Delinquent - This revenue source is derived by those taxpayers who do not pay their taxes by March 31 of any given year. On average the total revenue received in this category is minimal when compared to the total Ad Valorem taxes collected. Franchise Fee-Electric - A city may charge electric companies for the use of its rights-of-way per Florida Statutes 166.021 and 337.401. 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 2.5%. Franchise Fee-Telephone - Prior to October 2001, a city could charge telephone companies for the use of its rights-of -way per Florida Statutes 166.021 and 337.401. The fees could not exceed 1% of gross revenues. Effective October 2001, this revenue source is being replaced by the Unified Communications Tax shown below. Franchise Fee-Gas - A city may charge gas companies for the use of its rights-of - way per Florida Statutes 166.021 and 337.401. It is standard practice to enact a 8% fee on gross revenues. The amount projected is based on historical collections. Franchise Fee-CATV - Effective October 2001, this revenue source is being replaced by the Unified Communications Tax shown below. Final Budget 2001102 Page 9 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 private 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-Towinq - The City awarded a franchise agreement for towing services within our corporate limits during the 1997/98 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%. 3142000 Utility Tax-Telecommunications - Section 166.231(1)(^), 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 7% on telecommunications purchases which originate and terminate in the State of Florida. The City enacted Ordinance 96-03 which mirrored the County's utility tax levies. Effective October 2001, this revenue source is being replaced by the Unified Communications Tax shown below. 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 3%, 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. 3149O00 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. This new revenue Final Budget 2001102 Page 10 __ source is anticipated to equal the total revenues received from telecommunications utility tax and cable and telephone franchise fees including a 3% increase in the ?0~1/07 ~nd ~nh .~llc. c.~_~clinn fl~r.~l v~.~r LICENSES AND PERMITS 3211000 3221000 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 2000/01 fiscal year and assumes a small growth rate. 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 an increase over the 2000/01 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 2000/01 fiscal year and expectations for next year. INTERGOVERNMENTAL REVENUES 3312200 COPS Federal Grant - Federal grant funds provided the Police Department for 3 Police Officer positions and 2 staff positions. The Program reimburses $25,000 for each employee. 3344901 Maintenance A.~reement 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. -- Final Budget 2001/02 Page 1t 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. FDOT Contribution - Funds provided by FDOT to assist in the landscaping of the 3374000 Biscayne Phase 7 project. 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 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 increase is projected over the 2000/01 levels. 3471000 Recreation/Cultural Events - This is the amount paid by City residents to participate in various trips and events sponsored by the City. The revenues are offset by an expenditure account in the Community Services Department. 3472000 Parks & Recreation Fees - This includes non-resident fees for entering the park and user fees associated with the various programs at Founders Park. 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 service. The amount represents the cost of the City providing five ( four and one) additional officers pursuant to agreement with both entities. 3490000 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 and a 3% increase. 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. Final Budget 2001102 Page t2 3611000 3699000 3999000 MISC. REVENUES Interest Earnin,qs - Investment practices are maintained to allow for 100% of available funds to be invested at all times. Determining factors in forecasting revenue for this line item are the anticipated interest rate and pooled dollars available for investment. Miscellaneous Revenues - Any other revenues not otherwise classified. NON - REVENUE 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 3811012 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. Transfer from Street Maint. Fund - This represents reimbursement to the General Fund to cover administrative and operating expenses relating to the Street Maintenance functions. Final Budget 2001102 Page 13 CITY COMMISSION CITY OF AVENTURA 200t102 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 )roactive basis. The City Commission is committed to providing the best possible professional overnment and the delivery of quality service levels that reflect community priorities and luality of life for all residents. 1000/2999 PeraonalServices $ 28,t49 $ 28,060 $ 28,070 $ 69,406 $ 59,406 3000~3999 Contractual Services 4000~4999 Other Charges & Services 24,s00 24,558 25,000 25,000 25,000 5000/5399 Commodities 4,4~? 2,383 4,s00 4,100 4,100 5400/5499 Other Operating Expenses 17,503 13,187 17,600 17,600 17,600 Position No Position Title 1998199 1999100 2000101 2001102 0301 Mayor 0401 Commissioner 0402 Commissioner 0403 Commissioner 0404 Commissioner 0405 Commissioner 0406 Commissioner Total 7 7 7 Final Budget 200tl02 Page 14 CITY OF AVENTURA CITY COMMISSION 2001102 BUDGETARY ACCOUNT SUMMARY 001,4)101-511 1210 2101 2401 PERSONAL SERVICES Commission Salarle~ $ 26,000 $ 26,000 $ 26,0~0 $ 55,000 $ 55,00~ FICA 2,001 1,989 t,989 4,208 4,208 Worker's Compensation 148 71 81 198 198 OTHER CHARGES & SERVICES Legislative Expenses $ 24,500 $ 24,558 $ 25,000 $ 25,000 $ 25,000 5101 529O COMMODITIES OfflceSuppllss $ 2,064 $ 257 $ 2,100 $ 1,600 $ 1,600 Other Operating Supplies 2,403 2,126 2,500 2,500 2,500 ........ ................ 5410 5420 OTHER OPERATING EXPENSES Subscriptions & Mombemhipe $ 5,532 $ 5,214 $ $,600 $ 5,600 $ 5,600 Conferences & Seminars 11,971 7,973 12,000 12,000 12,000 Final Budget 2001102 Page 15 4030 5410 5420 CITY COMMISSION Legislative Expense - This account represents the $3,500 established per Commissioner to offset expenses incurred in the performance of their official duties. Subscriptions & Memberships - The funding: National League of Cities Florida League of Cities Dade County League of Cities following memberships are included for 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 Final Budget 2001102 Page 16 OFFICE OF THE CITY MANAGER CiTY OF AVENTURA 2001102 Maintain a City government structure that represents the needs of the community and provides quality services in an efficient, businesslike and professional manner. Responsible for the overall management of all functions and activities of the City's operations, preparation of annual budget and 5 year ClP 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. 100012999 3000~3999 4000/4999 500015399 540015499 Personal Services 370,009 377,313 389,996 424,394 424,394 Contractual Services 38,993 42,759 34,000 40,000 4(],000 Other Charges & Services s3,~t 47,715 5t,350 57,a50 57,850 Commodities 3,43o 3,987 5,600 4,600 4,600 Other Operating Expenses s,~2 s,20~ s,600 s,300 6,30o Position No Position Title 1998199 1999100 2000101 2001102 0101 City Manager 0201 Secretary to City Manager 0701 Assistant to City Manager 0801 Receptionist/Inform. Clerk 0601 Capital Projects Manager Total Final Budget 2001102 Page 17 Office of the City Manager Organization Chart ~City City Manager's ~I Capital Projects ~ Assistant to City ~ ~~ ~~ Secretary ~ I Recep.tionist/ ~ Final Budget 200t102 Page 18 CITY OF AVENTURA 2001102 1. Provide completed reports and recommendations on a timely basis upon which the City Commission can make policy decisions. 2. Prepare and submit budget to the City Commission by July 15th of each year. 3. Oversee customer service functions by all Departments to ensure timely response or resolution of citizen requests. 4. Coordinate, control and monitor the activities of all City Departments and operations. 5. Interact with community organizations and associations to increase public awareness of City's various programs, facilities and services. 6. 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 Oriented Police Briefings 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 & ClP Prepared Quarterly Progress Reports Capital Projects Oversight Capital Projects Completed Web Page Updates & Revisions 75 80 80 85 35 35 35 35 15 15 15 15 125 125 153 150 5 5 5 5 2 2 2 2 4 4 4 4 20 21 21 20 20 21 21 20 0 2 5 5 -- Final Budget 2001/02 Page 19 CITY OF AVENTURA OFFICE OF THE CITY MANAGER 2001102 BUDGETARY ACCOUNT SUMMARY 001-0501-512 PERSONAL SERVICES 1201 EmlNoyeeSalarie~ $ 285,719 $ 298,255 $ 297,061 $ 324,003 $ 324,003 1401 Overtime 621 0 0 0 2101 FICA 17,972 t8,470 22,725 24,786 24,786 220t Pension 39,296 39,711 42,222 46,714 46,714 2301 Health, Life & Disability 20,229 19,681 27,067 27,724 27,724 2401 WorkeCe Compensation 6,172 1,196 921 1,167 1,167 3147 3170 CONTRACTUAL SERVICES School Advisory $ $ $ Lobbyist Services $ 38,993 $ 42,759 $ 34,000 $ 40,000 $ 40,000 4001 4O4O 4041 4101 465O 4701 4710 4815 OTHER CHARGES & SERVICES Travel & Per Diem $ $,046 $ 3,543 $ 3,200 $ 3,500 $ 3,500 Administrative Expenaes t94 0 600 600 Car Allowance 7,200 7,200 7,200 7,2O0 7,200 Communication Services 1,691 1,912 1,700 1,900 1,900 R & M - Office 0 0 150 150 150 Printing & Binding 171 510 2,000 2,000 2,000 PrlntlngtNe~sletter 39,559 34,550 34,000 37,000 37,000 Web Page Maintenance 0 0 2,500 5,500 5,500 5101 5120 529O COMMODITIES OfflceSupplles $ 3,082 $ 3,016 $ 4,000 $ 3,000 $ 3,000 Computer Operating Supplies 0 772 1,100 1,100 1,t00 Other Operating Supplies 348 t99 500 500 500 Final Budget 2001/02 Page 20 5410 542O 5901 OTHER OPERATING EXPENSES Subscriptlons&Membe~hip~ $ 3,802 $ 4,296 $ 3,600 $ 3,800 $ 3,800 Conferences & Seminars 2,309 9t 2 2,500 2,000 2,000 Contingency I 0 500 500 500 -- Final Budget 2001/02 Page 21 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 PrintinR/Newsletter Represents the cost of printing various documents, informational newsletters and annual report to the residents. 4815 Web Pa,qe Maintenance - Costs associated with maintaining and updating the City's Web Page including placement of agenda package On Web, 5410 5420 Subscriptions & Memberships - This line item is used to fund memberships with professional organizations and subscriptions. Florida City & County Manager's Association International City Management Association American Planning Association Government Finance Officers Association American Society of Public Administration Miscellaneous subscriptions Conferences & Seminars - Funding for this purpose is essential in order to keep informed of changing and new developments in the field of City Management and local government. Florida City & County Manager's Association International City Management Association Florida League of Cities National League of Cities Final Budget 2001102 Page 22 FINANCE SUPPORT SERVICES CITY OF AVENTURA 2001102 To provide overall financial and support services to the organization which includes accounting,I cash management, purchasing, risk management, information management, financial planning,~ budgetary control and personnel functions. 100012999 Personal Services 467,237 485,496 595,850 655,777 655,777 300013999 Contractual Services 2~,924 24,900 42,000 40,000 40,000 400014999 Other Charges & Services 89,475 84,876 102,200 119,400 t19,400 500015399 Commodities 7,227 7,039 15,000 27,0t0 27,0t0 540015499 Other Operating Expenses 11,173 8,279 18,100 20,700 20,700 Pos. No. Position Title 1998/99 1999100 2000101 2001102 1001 Finance Support Services Dir. 3001 Executive Assistant 1201 Accountant/Bookkeeper 1101 Human Resources Specialist 1101 Human Resources/Risk Mgr. 1301 Purchasing Technician 1301 Purchasing Agent 1401 Network Administrator 1402 Network Administrator 3201 Customer Service Rep. I 3601 Customer Service Rep. II 7001 Information Systems Manager Total 8 8 9 10 Final Budget 2001102 Page 23 Finance Support SerVices Department 0rganizat~on Chart Directorof Finance Support Services Executive Ass~st~t Accounting Pumhasing Human Resources Information Management ~'urcnas~ng Agenz Cus~mer Sewice Customer Serdce Repres~nta'dve Rep IICa~im' (2) Network Final BugJget 2001102 Page 24 CITY OF AVENTURA 2001/02 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-mail. 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) 12.3 10.0 Interest Earnings (in thousands) 601 500 Issuance of Annual Financial Report pdor to 3/31 1 1 GFOA Certificate of Achievement Awarded I 1 Purchasing Manual Prepared/Updated I 1 % of time computer network operational 99 98 % of purchase orders issued within 2 days of approval 97 98 % of Checks Written Within 10 Days of Invoice Date 98 95 Number of New Hires 41 15 Number of Work Stations Supported 84 95 Mobile Units Installed 15 20 Annual Review of Insurance Coverage 1 1 9.0 9.0 550 450 1 1 1 1 1 1 99 99 98 98 95 95 15 15 100 100 20 20 1 1 Final Budget 2001102 Page 25 FINANCE SUPPORT SERVICES 2001102 BUDGETARY ACCOUNT SUMMARY 001.1001-5t3 PERSONAL SERVICES 120t EmployeaSelariea $ 349,148 $ 374,505 $ 447,830 $ 483,710 $ 483,710 140t Overtime 2,40t 3,803 5,000 5,000 S,000 210t FICA 25,616 27,630 34,259 37,004 37,004 2201 Pension 40,844 41,556 53,740 58,045 58,045 2301 Health, Life & Disability 33,280 36,999 43,667 60,558 60,558 240t Worker's Compensation 1,987 1,003 1,364 1,460 t ,460 2501 Unemployment 13,961 0 10,000 10,000 10,000 COHTRACTUAL SERVICES 3130 Computer Programmer 0 0 5,000 5,000 5,000 3t40 Background. New Employeea 0 0 500 500 500 3180 Medical Exams-New Employees 1,376 100 1,500 1,500 1,500 3t 90 Prof. Servlcas 448 2,300 5,000 8,000 5,000 3201 Prof. Services - Auditor 20,000 22,500 30,000 28,000 28,000 OTHER CHARGES & SERVICES 4001 Travel & Per Diem $ 5,421 $ 3,471 $ 15,000 $ 15,000 $ 15,000 4041 Car Allowance 4,309 4,200 4,200 6,600 8,600 4101 Communication Services 254 262 500 3,300 3,300 4650 R&M- Office Equipment 48.916 50,317 57,000 59,000 $9,000 4701 Printing & Binding 2,831 3,990 $,000 8,000 5,000 4910 Advertising 27,744 22,636 20,000 3~,000 30,000 4990 Other Current Charges 0 0 500 500 500 5101 5120 5290 COMMODiTiES Office Supplies $ 5,208 $ 5,427 $ 6,000 $ 6,000 $ 6,000 Computer Operating Supplies 1,762 1,396 8,000 20,010 20,0t0 Other Operating Supplk~ 257 216 1,000 1,000 1,000 Final Budget 2001102 Page 26 5410 542O 545O 5001 OTHER OPERATING EXPENSES SubscrlptJons&Membership~ $ 2,t68 $ 2,122 $ 3,400 $ 3,600 $ 3,500 Conferences & Seminars 2,732 1,532 6,200 6,200 6,200 Training 6,097 4,625 7,500 t0,000 10,000 Contingency 176 0 1,000 1,000 1,000 Final Budget 200t102 Page 27 FINANCESUPPORTSERVtCES 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 Proqrammer - Represents costs of modifications to existing computer programs to enhance capabilities. 3140 Back,qround 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. 465O 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. Final Budget 200t102 Page 28 4910 5120 5410 5420 Advertising - Includes the costs of advertising for all employment positions in all Departments, notices of bids and RFPs. 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 ^ssociation(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 -- 5450 Traininq - Ongoing training for all personnel in the department. Final Budget 20~t102 Page 29 LEGAL CITY OF AVENTURA 2001102 To provide legal support and advice to the City Commission, City Manager, Departmentlr ~ I Directors and advisory boards on all legal issues affecting the City. The City obtains services~ on a contractual basis. I I 100012999 Personal Services $ $ $ $ $ 300013999 Contractual Services 238,014 188,263 178,ooo 188,00o 188,000 400014999 Other Charges & Services 5000~5399 Commodities 540015499 Other Operating Expenses 44 2~,o00 ~?,ooo 17,0oo Final Budget 2001/02 Page 30 CITY OF AVENTURA 2001102 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. 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. Final Budget 2001/02 Page 31 CITY OF AVENTURA LEGAL 2001102 BUDGETARY ACCOUNT SUMMARY 001-0601-514 CODE 3120 3301 CONTRACTUAL SERVICES Prof. Services - Legal $ 237.428 $ 182,371 $ 175,000 $ 185,000 $ 185,000 Court Cost~ & Fees 586 5.892 3,000 3,000 3,000 590t OTHER OPERATING EXPENSES Contingency $ t4 $ $ 27,000 $ 17,000 $ 17,000 Final Budge~ 2001102 Page 32 LEGAL 3120 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. Final Budget 200tl02 Page 33 ~"0' of ExCe CITY CLERK'S OFFICE CITY OF AVENTURA 2001102 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 enfomement Hearings and provide administrative support to Special Master. Provide clerical support to the Cib/Commission. Assist City Manager's Office with special proiects. CODE 100012999 PeraonalServices $ 110,0N $ 116,69~ S 112,645 S 118,550 $ 118,55o 300013999 Contractual Services 400014999 Other Charges & Services 61,792 58,934 77,500 59,300 59,300 500015399 Commodities 3,329 4,304 4,400 4,400 4,400 540015499 Other Operating Expenses 3,482 2,721 2,520 3,625 3,625 Pos. No. Position Title 1998199 1999100 2000101 2001102 0501 City Clerk t I I l 3101 Clerk TypistJlmaging Tech. i I I ~ Total 2 2 2 2 Final Budget 2001102 Page 34 City Clerk's Office Organization Chart I City,Clerk ..~ Clerk Typistt Imaging ~ Final Budget 200t102 Page 35 CITY OF AVENTURA 2001/02 1. To process within 72 hours and maintain accurate minutes of the proceedings of the Cit Commission and Advisory Boards. 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 preparation proclamations, certificates and welcome 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 laws. 7. To establish and coordinate the City's records management program in compliance state laws. 8. To effect legal advertising to fulfill statutory requirements of state law and City Code. 9. To assist in the preparation and distribution of agenda packages. 10. To schedule Code Enforcement Hearings and provide administrative support to Special Master. 11. To fulfill information and public records requests within 72 hours. rr ?~)~'~ '1998199 No. of Sets of Minutes Prepared No. of Public Notices Prepared No. of Legal Advertisements Published No. of Ordinances Drafted No. of Resolutions Drafted No. of Lien Requests Responded To No. of Welcome Letters Prepared No. of Agenda Packages Prepared/Distributed No. of Code Enforcement Hearings Scheduled 60 55 55 55 50 55 55 55 50 50 50 50 8 6 6 6 25 25 25 25 350 400 400 400 350 300 350 350 35 30 30 30 6 30 25 25 Final Budget 2001102 Page 36 CITY OF AVENTURA CITY CLERK'S OFFICE 200tl02 BUDGETARY ACCOUNT SUMMARY 001-0801-519 PERSONAL SERVICES 1201 Employes Salaries $ 88,187 $ 93,308 $ 90,103 $ 93,273 $ 93,273 2101 FICA 6,915 7,463 6,893 7,t35 7,t35 2201 Pension 9,582 9,824 10,192 10,573 10,573 2301 Health, Life & Disability 4,985 5,853 $,t78 7,233 7,233 2401 Worker's Compensation 425 248 279 336 336 OTHER CHARGES & SERVICES 4001 Trave~&PerDlem $ 2,957 $ 1,326 $ 2,500 $ 3,500 $ 3,500 4041 Car Allowance 2,400 2,400 2~100 2,400 2,400 4701 Printing & Binding 894 508 1,000 3,500 3,500 4730 Records Retention 0 2,400 6,000 5,000 4740 Ordinance Codification 1,121 5,893 3,000 3,500 3,500 4750 Indexing Minutes 2,406 0 1,200 1,400 1 ,,tO0 4915 Election Expenses 1,344 0 25,000 0 0 4911 Legal Advertising 50,670 48,807 40,000 40,000 40,000 5101 5129 029O COMMODITIES Office Suppllce $ 2,429 $ 3,599 3,000 3,000 3,000 Computer Operating Supplle~ 540 600 600 600 Other Operating Supplies 900 t65 800 800 800 5410 5420 545O 5901 OTHER OPERATING EXPENSES Subscriptions & Membershipe $ 310 $ 1,181 $ 420 $ 1,225 $ t,225 Conferences & Seminars 990 1,540 t,500 1,800 1,800 Training 2,143 0 500 500 500 Contingency 39 0 100 100 t00 Final Budget 2001/02 Page 37 4001 473O 4740 4750 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 line item are for the imaging of records to maintain records management program. Ordinance Codification - Costs associated with the official codification of City Ordinances. Indexin,q Minutes. - Costs associated with this line item provide for indexing of the minutes of the City Commission Meetings. 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 fund 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 Final Budget 2001102 Page 38 PUBLIC SAFETY CITY OF AVENTURA 2001102 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 qualib/of life issues. 100012999 Personal Services $ 4,131,436 $ 4.879.806 $ 5,263,807 $ 5,745,969 $ 5,745,969 3000~3999 Contractual Services 12,529 15,160 36,500 46,500 46,500 400014999 Other Charges & Services 480,601 566,602 422,100 466,500 466,500 500015399 Commodities 185,13, 256,187 201,500 261,300 26t,300 540015499 Other Operating Expenses 33,012 50,364 41,000 41,000 4%000 Pos. No. Position Title 1998199 1999100 2000101 2001102 0901 Police Chief I I I 1 3002 Executive Assistant 1 I I 1 2501 Deputy Chief of Police I I I t 2201-2203 Captains 0 o o 3 2201-2203 Lieutenants 3 3 3 o 2601 Commander I 1 I ~ 2301-2308 Sergeant $ 6 6 8 2001-2051 Police Officers 44 48 4~ 61 2901-2902 Crime Scene Tech 2 2 2 2 2801-2807 Police Service Aides ? 7 7 7 2101-2104 Detectives s 4 4 4 6201 Crime Prey Specialist o I i 1 3301 Com PollCrime Prev Off i 0 0 6 6301 Records Supervisor o I t 1 6901-6902 Records Clerk t I I 2 -- Final Budget 2001102 Page 39 6501 3701 3501 2701-2710 3401-3404 6401 7501 Clerk/Data Entry Crime Analyst Dispatch Supervisor Dispatcher Administrative Asst. Victim Advocate Fleet Manager/Quartermaster Total I I I 1 0 I I 1 I I I 1 7 8 10 10 2 3 3 4 0 I I 1 0 0 I 1 83 92 95 102 Final Budget 2001/02 Page 40 Aventura Police Department Organizational Chart 2001102 Fiscal Year Police Chief Execu'dve Assr Admin. Services 1 Commander 1 Dispatch Sup. 10 Dispatchers 1 Records Clerk 1 Data ES Clerk 1 Records Supv 1 Cdme Ana~ist 1 Fleet Mgr/QM * 1 Records C~erk Dep~jty,Chief~j Uniform Sewices 1 Captain 5Sgts. 33 Officem 1 SCU Corporal 3 SCU officers 7 PSA's *2Sgts '50~cers Special Sen~ices I Captain 4 Motor Officers 1 Corporal 3 Corem Poi. Officem 1 Cdme Pre. Spec. 1 Admin. Asst. 1 Madne Patrol '1 Admin. Assr Investigative Services 1 Captain 1Sgt. 4 Detectives 2 Cdme Scene Tech. 1 VOCA 2 Admin. Assl. -- Final Budget 2001102 Page 41 CITY OF AVENTURA 2001102 1. Improve traffic management by integrating video monitoring devices at key intersections and known problem areas throughout the City. 2. Prepare for reaccreditation, review Procedural Directives, place documentation of compliance to file and schedule mock on-site inspection. 34 Implement Phase II of the new police radio system. 4. Explore combining additional law enforcement functions and continue programs that were previously put in place like the radio project, SWAT & prisoner.transport. 5. Expand Emergency Management by creating additional CERT teams and disaster training for high-rise buildings. 6. Conduct customer service surveys of residents, businesses and victims of crime. 7. Establish Court Liaison Officer Program (CLO), improve efficiencies on all court related activities and improve Victim Services. 8. Hire necessary personnel and staff all positions to maintain service levels and provide greater visibility. 9. Maintain an ongoing partnership with the community by working with residents, businesses organizations and associations to solve problems. 10. Participate in community programs and community involvement activities. Conduc community presentations with an emphasis on crime prevention and safety for senior citizens and children. Man-hours Assigned to traffic flow Problems 8320 10400 1040 1040 Progress Toward National Accreditation 50% 100% 0% 0% Progress Toward National Reaccreditation N/A N/A 35% 70% Personnel Hired 13 10 10 10 Progress Toward Swat Team and multi-jurisdiction projects 75% 100% 75% 100% Progress Toward Implementation of Community Policing 75% 100% 0 0 Manhours Assigned to Community Policing 1040 1040 Progress Toward Emergency Management Programs 80% 100% 100% 100% Community Programs 10 10 10 10 Community Presentations 50 50 50 50 Man-hours Assigned to Madne Patrol and Canine Unit 4500 8320 8320 8320 Final Budget 2001102 Page 42 Community Involvement Activities Calls for Service Arrests Accidents Traffic Citations Parking Citations Issued Part 1 Cdmes Reported Customer Service Surveys 24 13000 1200 2200 6000 2000 3200 N/A 24 15000 1500 1700 5000 1500 3600 N/A 24 18000 1800 1800 6000 1080 3500 60O 24 19000 2000 1800 6000 1200 3800 600 -- Final Budget 2001102 Page 43 CITY OF AVENTURA PUBLIC SAFETY 2001102 BUDGETARY ACCOUNT SUMMARY 001-2001-521 PERSONAL SERVICES t201 Employee Salaries $ 2,76t,501 $ 3,424,730 $ 3,707,109 $ 3,963,287 $ 3,963,287 1390 Court Time 18,355 28,999 38,000 38,000 38,000 140t Overtime 224,275 2t0,794 t75,000 200,000 200,000 1410 Holiday Pay 60,834 70,056 75,000 75,000 75,000 1501 Police Incentive Pay 37,348 46,204 44,000 50,000 50,000 2101 FICA 221,258 281,566 283,594 330,808 330,808 2201 Pension 324,333 394,061 424,920 459,988 459,988 2301 Health, Life & Disability 264,713 312,572 373,9t 2 474,528 474,528 2401 Worker's Compensation 2t 8,8t 9 110,824 142,272 154,358 154,358 3180 3192 CONTRACTUAL SERVICES Medical Exams $ $ 6,563 $ 2,500 $ 2,500 $ 2,500 Prof. Services t 2,629 8,597 34,000 44,000 44,0~) 4001 404O 4O42 4O43 4050 4t0t 4201 4301 4401 4420 ~.~ .n 4610 4620 4645 OTHER CHARGES & SERVICES Travel & Per Diem $ 24,743 $ 41,586 $ 20,000 $ 20,000 $ 20,000 Administrative Expenses 6,960 9,3t I 5,000 5,000 5,000 Recruiting & Hiring Expense 15,258 7,180 7,500 7,500 7,500 CALEA Accreditation 18,141 26,087 10,000 10,000 10,000 Investigative Expense 20,048 3,919 t0,000 10,000 10,000 Communication Servlcas 85,779 74,970 80,000 80,000 80,000 Postage 4,126 5,619 5,000 6,000 6,000 Utilities 8,635 23,375 3,600 2,000 2,000 Office Space Lease t08,123 124,810 0 0 0 Leased Equipment 60,010 72,533 77,000 87,000 87,000 Copy Machine Costs 6,700 6,418 8,500 8,500 8,500 R&M- Vehicles 58,744 112,462 80,000 80,000 80,000 R&M-Bulldlng 9,604 5,307 5,000 0 0 R&M- Equipment 9,760 t3,455 47,000 87,000 87,{~)0 Final Budget 2001102 Page 44 4701 5101 5115 5120 5220 5240 5245 5266 527O 529O 5410 542O 545O 590t R&M - Office Equipment 40,904 31,716 56,000 56,560 56,000 Printing & Binding 4,066 7,854 7,500 7,500 7,500 COMMODITIES OfflceSupplles $ 13,157 $ 15,884 $ 15,000 $ 15,09O $ 15,000 Byme Grant Match 0 9,737 0 0 0 Computer Operating Supplies 3,988 8,767 10,000 38,800 38,800 Gas & OII 64,767 86,493 60,000 75,000 75,000 Uniforms 40,532 50,230 40,000 40,000 40,000 Uniform Allowance 19,325 23,175 24,000 26,000 26,000 Photography 5,406 7,078 7,500 7,500 7,500 Ammunition 8,537 7,896 9,000 9,000 9,000 Operating Supplies 29,426 46,527 36,000 50,000 56,000 OTHER OPERATING EXPENSES Subscriptions&Memberahip~ $ 2,550 $ 4,167 $ 3,500 $ 3,500 $ 3,500 Conferences & Seminars 8,276 7,783 10,560 10,500 10,500 Training 2t ,786 38,341 25,000 25,000 25,000 Contingency 400 73 2,000 2,000 2,000 Final Budget 2001102 Page 45 PUBLIC 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 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 3192 4043 4042 4050 4101 Medical Exams - All police officers are required to have a physical exam prior to employment. Professional Services - Costs associated with outsourcing the administration of off duty details for the department and document imaging. CALEA Accreditation - Costs associated with the Department becoming nationally accredited with the Commission Accreditation of Law Enforcement Agencies. Recruitinq & Hiring Expenses - Funds have been allocated to assist the Department with recruitment of personnel and pay for psychological screening. Investigative Expenses - Costs associated with the Detective Bureau to complete complex criminal investigations. 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. Final Budget 2001102 Page 46 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 4650 4701 5245 5245 5266 5270 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. 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. Printin,q - 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. 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. 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. 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. Ammunition - Funds from this account pay for duty and training ammo for police officer use. 5290 5410 Operatin,q Supplies - Funds from this account are used for the purchase of supplies and items needed for the daily operation of the police department. 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 Final Budget 2001102 Page 47 5420 Conferences & Seminars - Funding for this purpose is essential to keep informed of changing laws and updates in the field of law enforcement. 545O Tminin.q - Costs associated with this account are related to maintain state standards and having a highly trained, professional police force. Final Budget 2001102 Page 48 COMMUNITY DEVELOPMENT CITY OF AVENTURA 2001102 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 service at a centralized location. 100012999 Personal Services $ 491,961 $ 523,641 $ 558,440 $ 623,670 $ 623,670 300013999 Contractual Services 93g,466 995,877 615,000 625,000 625,000 400014999 Other Charges & Services 27,569 29,689 85,500 88,000 85,000 500015399 Commodities 12,022 10,743 20,s00 19,s00 t9,s00 540015499 Other Operating Expenses 6,112 13,175 12,000 13,400 13,400 Pos. No. Position Title 1998199 1999100 2000101 2001102 4001 Community Development 4101-4102 Code Compliance Officer 4301 Senior Planner 4302 Assistant Planner 3003 Executive Assistant 4201 Building Official 3202-3204 Customer Service Rep I 3601-3602 Customer Service Rep II Total tl 11 12 12 Final Budget 2001102 Page 49 Planning Occupational Licenses Community Development Department O~ganization Chart Director of ~; Community ~ Develop~nt ~ Buildin, Inspection Executive Assistant Code Enforcement ISenior Planner-~ Customer ~ss~ Service Re pl~ Chief Building Official (2) Code Compliance Contractual Building Inspection Services Customer Service Rep II (3) Customer Service Reps Final Budget 2001102 Page 50 CITY OF AVENTURA 2001102 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. 6. Provide staff support for land development and variance applications and requests. 7. Provide technical procedure manuals for all divisions of the department. No. of Occupational Licenses Issued No. of Code Notice of Violations Issued No. of Special Master Hearings No. of Building Permits Issued No. of Building Inspections Performed No, of Land Development Petitions Processed No. of Variance Requests Processed No. of Site Plans Reviewed % of Inspections Performed 24 hours of Request % of all Plan Review Conducted Within 10 Days 1949 1916 1950 2000 150 404 430 300 28 27 48 35 2457 4415 3000 3000 6743 7500 7000 7000 20 46 20 30 11 14 15 15 4 13 6 6 98 97 98 98 94 92 92 93 -- Final Budget 2001102 Page COMMUNITY DEVELOPMENT 2001102 BUDGETARY ACCOUNT SUMMARY 001-4001-524 PERSONAL SERVICES 1201 Employee Salaries $ 358,567 $ 384,907 $ 411,275 $ 447,213 $ 447,2t3 t401 OverUme 8,942 10,271 t ,0O0 1,000 1,000 2101 FICA 27,867 29,770 31,463 34,211 34,21 t 2201 Pension 42,504 44,21 t 49,353 53,666 53,666 230t Health, Life & Disability 40,385 47,054 55,621 75,175 75,175 2401 Worker's Compensation 13,696 7,428 9,728 12,405 12,405 3101 3190 CONTRACTUAL SERVICES Building inspections Services $ 836,292 $ 948,286 $ 590,000 $ 600,000 $ 600,000 Prof, Services 103,176 47,591 25,000 25,000 25,000 4001 4041 4101 442O 46t 0 4646 4701 4730 OTHER CHARGES & SERVICES Travel&PerDlem $ 1,835 $ 5,939 $ 7,000 $ 7,000 $ 7,000 Car Allowance 3,000 3,000 3,000 3,000 3,000 Communication Services 3,410 4,307 4,500 4,500 4,500 Lease Equipment 2,044 2,462 1,500 1,500 1,500 R&M- Vehicles 589 3,444 2,500 3,000 3,000 R&M- Equipment 0 0 2,000 1,000 t,000 Printing 16,691 10,537 t5,000 15,000 15,000 Records Retention 0 0 50,000 50,09O 60,09O 5t 01 5120 5220 524O 5290 COMMODITIES Office Supplies $ 6,781 $ 6,141 $ 6,500 $ 6,000 $ 6,000 Computer Operating Supplies 0 33 5,500 5,500 5,500 Gsa & Oil 1,420 1,988 2,000 3,000 3,000 Uniforms 1,2t2 1,059 1,500 t,500 1,500 Other Operating Supplies 2,609 1,522 5,000 3,500 3,500 Final Budget 2001102 Page 82 5410 5420 5450 5901 OTHER OPERATING EXPENSES Subscriptions&Memberships $ 2,669 $ 3,9~0 $ 3,000 $ 4,000 $ 4,000 Conferences & Seminars 2,257 3,439 3,000 3,400 3,400 Training 3,162 5,347 4,000 4,000 4,000 Contingency 24 409 2,000 2,000 2,000 Final Budget 2001102 Page 53 COMMUNITY DEVELOPMENT 3101 3190 4730 5240 5410 5420 Building Inspection Services - Estimated costs associated with private firm to perform building inspection services. Professional Services - Costs associated with obtaining professional planning consulting services for special projects. Records Retention - Estimated costs for imaging building permit records, Uniforms - This includes uniform rental and work shoes for the Chief Building Official and Code Compliance Officers. Subscriptions & Memberships - This line item is used to fund memberships with professional organizations and subscriptions. American Planning Association Florida Planning Association Florida Association of Code Enforcement Building Officials Association Miscellaneous subscriptions Conferences & Seminars - Funding for this purpose is essential in order to keep informed of changing and new developments in the field of planning, economic development and code enforCement. Final Budget 2001102 Page 54 COMMUNITY SERVICES CITY OF AVENTURA 2001102 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 a qualib/basis. 100012999 Personal Services 3000~3999 Contractual Services 4000~4999 Other Charges & Services 5000~5399 Commodities 404,286 $ 451,610 $ 529,04t $ 570,284 $ 570,284 1,435,343 1,643,893 1,824,000 t,918,500 1,9t8,500 554,914 604,433 383,530 416,280 416,280 16,812 12,977 15,250 18,500 18,500 540015499 Other Operating Expenses ;',808 4,812 6,750 6,750 6,750 Pos. No. Position Title 1998199 1999100 2000101 2001102 5001 Director of Community Services 3004 Executive Assistant 5101 Public Works Superintendent 6101 Public Works Operations Manager 5201 Cultural/Recreation Services Supt. 5201 Parks and Recreation Services Supt. 5401 Maintenance Worker 5402 Maintenance Technician 5403 Maintenance Worker P/T 5301 Engineer Tech/CAD Operator 5601 Park Supervisor 5601 Tennis Pro/Park Supervisor 5701-5706 Park Attendant (P/T) 5801 Park Attendant (F/T) 6101 Security Guard/info Officer Total Final Budget 2001102 Page 55 Puli= 61S~4~ng~er rriUing Eleautlfl c~ on/Landscaping Community B. dldlngs 8, F~oilltie$ Community Services Department Organization Chart I I I Dk'ector of Comnmnlty .~ Executive Assistar~ Par ks and Recreation Reoreation & Cultural Programs Foundm's Park Volunteer Publi= Transportation I PmllcWorks i I Opm'allong Manager CIp~llor I Contrac~ Contraotuat Contractual Ma ntemn~ Cor~'i~uil EIm:~fl~al Maintenan~ Total: 10 Full-time Employees 7 Part-time Employees Contractual Consulting Engineer Contractual Landscape Architect Mair~af'~n~Ta~h I Faolllty Worker I I Sao,.~tyllnfe I AN'AC Off loaf F/T I I / I Building Tr~lls Seoudt~do Olfloar P/T Centractual Arts Consultant 8peolal Even~ & R~, Pro~lrarrs I P~'mlttlng Conblotu~i CllsJas Conb'aotual I ·nuttle Bus iParks & Recreatim Ser~ces Sup~. Park Super.~sor I I P~' k Ntendart Par k F/T Mair~enanee I Par k A'tendant I Contractual Tennis Pro Final Budget 2001102 Page 56 CITY OF AVENTURA 2001102 1. Provide accurate and quick responses to resident complaints and concerns. 2. Operate and maintain new Government Center. 3. Work with Cultural and Recreation Advisory Board to provide quality programs and services to the residents. 4. Implement approved operating and CIP budget. 5. Continue Tree City USA status. 6. Continue stormwater drainage projects. 7. Expand City-wide shuttle-bus service to residents. 8. Upgrade GIS system. 9. Continue to improve traffic signage, striping, and signalization. 10. Implement City-wide beautification program. 11. Implement internet and telephone based recreation program registration. 12. Assist in the construction of Community/Recreation Center. 13. Plan and implement City-wide cultural and special events. 14. Expand youth athletic programming at Aventura Founders Park. 15. Manage construction of Waterways Park Expansion. Resident complaints & concerns cleared. Work Orders received and cleared Advisory Board meetings attended. Drainage projects completed. Beautification projects completed. Passenger miles traveled on shuttle bus. Number of GIS maps online,available for use Potholes repaired. Curb miles of streets swept. Linear feet of pavement repair/markings. Engineering plans reviewed. Catch basins cleaned. Miles of medians maintained. 75 90 90 80 30 33 40 40 20 12 12 12 6 3 2 1 8 6 5 3 35,883 68,497 85,000 90,000 N/A N/A 10 20 125 66 100 75 150 336 336 330 6,500 13,041 2,500 2,000 40 59 60 70 125 70 150 150 6 10 10 10 Final Budget 2001102 Page 57 Linear feet of curb and sidewalk repaired. Acres of swales and right of way maintained. Special Events held. Cultural and recreation programs held. Participants registered for programs. Number of concerts and events at Gazebo 6,000 55 8 30 4,50O N/A 6,500 65 12 45 30,679 N/A 8,000 75 12 5O 65,000 0 8,000 80 14 55 80,000 6 Final Budget 2001102 Page 58 CITY OF AVENTURA COMMUNITY SERVICES 200tl02 BUDGETARY ACCOUNT SUMMARY 001-5001-539 1201 t401 2101 2201 2301 2401 3110 3111 3112 3150 3155 345O 3451 3452 3455 346O 4001 4101 4301 4311 4330 4420 4610 462O PERSONAL SERVICES Employee Selartes $ 309,882 $ 353,620 $ 400,127 $ 427,398 $ 427,398 Overtime 3,004 3,536 2,000 2,500 2,500 FICA 23,508 26,404 30,610 32,696 32,696 Pension 30,956 35,048 41,922 45,087 45,087 Health, Lh~ & Disability 19,347 24,581 40,145 46,327 46,327 Worker's Compensation 17,589 8,421 14,237 16,276 16,276 CONTRACTUAL SERVICES Prof. Services - Engineering WASA Billing Stormwater Data Management Prof. Services -Landscape Arch. Cultural Center Feasibility Study ~ ~,nds/'rree Malnt. Svca-~treete Beautlflcatlon/Slgnage Landsc/Tree Melnt Svc-Parks Transportation Services Street Malntenance~rainage 309,710 $ 125,959 $ 100,000 $ 75,000 $ 75,000 19,704 0 40,000 10,000 10,000 0 0 0 0 0 46,122 20,945 29,000 25,000 25,000 0 27,380 0 0 0 680,647 878,364 1,130,000 1,265,000 1,265,000 6,435 23,193 22,000 33,500 33,500 121,410 129,856 130,000 130,000 130,000 170,267 261,120 277,000 280,000 280,000 81,048 177,076 100,000 100,000 100,000 OTHER CHARGES & SERVICES Travel & Pe~ Diem $ 3,891 $ 3,908 $ 1,500 $ 2,000 $ 2,000 Communication Services 7,319 5,785 8,000 6,500 6,500 Ufllltlee-Electric 33,033 899 1,750 9,000 9,000 Utilities-Street Lighting 33,881 89,440 70,000 85,000 85,000 Utlltile~Water 133,881 178,899 130,000 12O,000 t30,000 Lease 4,944 4,944 5,280 5,280 5,280 R&M- Vehicles 2,454 3,962 2,000 3,000 3,000 R&M- Buiidings 9,178 6,933 5,000 0 0 Final Budge~ 2001102 Paga 59 4645 4072 4091 4701 485O 485t 5t 0t 5130 522O 524O 529O 5410 5430 545O 5901 R&M- Equipment 0 182 500 500 500 R&M-Parks 42,634 40,692 27,500 30,000 30,000 R&M- Streets 71,438 34,015 30,000 30,000 30,000 Printing & Binding 8,112 t6,887 t0,000 10,000 10,000 Special Events t59,202 140,663 60,000 65,000 65,000 Cultural/Recraatlon Programs 40,947 74,224 35,000 40,000 40,000 COMMODITIES Offlce Suppllas $ 6,342 $ 3,550 $ 3,500 $ 3,500 $ 3,500 Computer Operating Suppllas 445 t,820 1,000 1,000 1,000 Gas & Oil 2,70t 3,696 3,000 4,000 4,000 Uniforms 3,711 836 4,500 7,500 7,500 Other Operating Supplies 3,613 3,075 3,250 2,500 2,500 OTHER OPERATING EXPENSES Subscriptions&Memberships $ 1,761 $ 1,650 $ 1,250 $ 1,250 $ 1,250 Conferences & Semlnara 1,301 1,742 2,000 2,000 2,000 Training 4,612 1,324 2,000 2,000 2,000 Contingency t 34 96 1,500 1,500 1,500 Final Budget 2001102 Page 60 COMMUNITY SERVICES 3110 3111 3112 3150 3450 3451 3452 3455 Professional Services Engineering - Provides funding for professional engineering consulting services to assist the Department in the areas of road maintenance and design, traffic assessment, roadway acceptance, drainage, utilities, public works permits, development review requirements, and other special projects. WASA Billing - Costs associated with contracting with the County to collect stormwater utility fees. Data Management - Costs associated with administering the stormwater utility program. Professional Services Landscape Architect Pro~vides funding for professional landscape architect consulting services to assist the Department with developing maintenance specifications and developing landscape plans. Landscape Services - Provides for costs associated with contracting tree, landscape, irrigation and flower maintenance services for all public right-of-ways, and medians. Figure includes twelve month maintenance costs for projects completed this year not previously included in budget. Government Center NE 185 Street & NE 28 Ave NE 213 Street 550 additional date and coconut palms requiring speicialized chemical and injection treatments to prevent fungus, lethal yellowing and root rot. Beautification/Siqna.qe - Establishes funding for signage and beautification projects to enhance the aesthetics of the City and foster community pride. Includes additonal banners for Yacht Club Way, NE 34 Avenue, NE 185 Street and costs associated with the FEC Lease. Funding includes replacement banner arms and hardware. Landscape/Tree Maintenance Services - Parks - Provides funding for contracting maintenance services for Aventura Founders Park. Services include: grounds maintenance; tree maintenance; athletic field maintenance. Transportation Services - Funding level includes providing three mini-bus public transit routes on a six day operating schedule from 8:45 AM to 5:30 PM 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. Final Budget 2001102 Page 61 3460 4311 4320 4672 4691 4850 4851 5410 Street Maintenance/Drainage Provides for estimated costs associated with contracting for street, sidewalk, and drainage maintenance services. Utilities Street Lighting - Provides funding for services associated with street lighting in various areas of the City. Utilities Water - Provides funding for services associated with watering medians in various areas of the City. R&M Parks - Provides funding for repair and maintenance of park amenities and equipment, as well as contractual janitorial services for restrooms and office. R & M Streets- Provides funding for services utilized in the maintenance of streets, sidewalks and drainage. Special Events - This figure represents funding for events related to community wide, annual events to enhance civic pride and improve the quality of life for the residents: Founders Day, July 4th, Veterans Day, Arbor Day, Winter Blizzard Bash, Summer Special Events, Spring Fling and other major special events. Cultural & Recreation Pro.qrams - Provide for costs associated with establishing a wide varity of cultural and recreation programming such as trips and tours to local venues, recreation programs, youth athletics, after school and summer programs, performing arts and cultural programming. 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, and local training seminars. Final Budget 2001102 Page 62 NON DEPARTMENTAL CITY OF AVENTURA 200tl02 BUDGETARY ACCOUNT SUMMARY 00t-9001-58t TRANSFERS 9117 Transfer to Park Development Fund $ $ 9118 Transfer to Charter School Fund 9123 Transfer to Debt Service Fund 430,000 t,352,988 1,361,695 9124 Transfer to 2000 Debt Service Fund 487,900 9125 Transfer to 2001 Loan Debt Service Fund 9141 Transfers to Storm Water Fund 203,595 $ $ 110,000 110,000 1,358,025 1,358,025 437,314 437,3t4 405,000 405,000 NON DEPARTMENTAL 9118 Transfer to Charter School Fund - Start-up funding new fund to account for the proposed charter elemenaty school scheduled to open in August 2003. 9123 Transfer to Debt Service Fund - Represents debt service amounts required to fund the Florida Municipal Loan Council Loan for the Government Center. 9124 Transfer to 2000 Loan Debt Service Fund - Transfer to 2000 Loan Debt Service Fund for required interest and principal on that Loan. 9125 Transfer to 2001 Loan Debt Service Fund - Transfer to 2001 Loan Debt Service Fund for required interest and principal on that Loan. Final Budget 2001102 Page 63 CITY OF AVENTURA 2001102 BUDGETARY ACCOUNT SUMMARY 001-9001-590 3410 3t55 CONTRACTUAL SERVICES Prof. Services - Janitorial $ $ 45,000 $ 55,000 $ 06,000 Libm~/Lease Books Program $ 8,876 . 45,000 45,000 45,000 4101 ~01 ~01 4401 ~20 444O ~4501 OTHER CHARGES & SERVICES Communication Services $ 47,030 $ 68,834 $ 80,000 Po~tege 19,058 22,064 18,000 Utilities 15,476 14,873 115,000 Office Space Leese 222,666 226,348 37,415 Leased Equipment 386 311 2,000 Copy Machine Coyote 13,857 13,862 20,000 Insurance 175,150 129,384 251,000 R&M- Govemment Center 0 0 48,000 R&M- Office Equipment 6,100 1,304 6,000 80,000 $ 80,000 18,000 18,000 115,000 115,000 2,000 2,000 20,000 20,000 251,000 251,000 54,000 54,000 6,000 5,000 529O COMMODITIES OtherOparatingSupplles $ 10,453 $ 13A49 $ 15,000 $ 15,000 $ 15,000 5951 5901 OTHER OPERATING EXPENSES Cultural Arts Center Foundation $ t0,000 $ 10,000 Contingency $ 33,459 $ 14,623 $ 50,000 00,000 00,000 Final Budget 2001102 Page 64 NON DEPARTMENTAL 3155 3410 4101 4301 Library Lease Books Proqram - Provides funds to address improvements to the book collection and business oriented materials at the Miami-Dade Northeast Library branch. Janitorial Services - Estimated costs for Government Center. Communication Services - Estimated costs associated with telephone service, internet access, web pages, and other communication type services for Government Center and Police Department. Includes only half of regular phone bill for 466- 8900. The balance is charged to the Police Department. Utilities- Estimated costs associated with electricity, water, sewer and refuse service for the new Government Center. 4501 4620 4650 5951 Insurance - Liability and property insurance coverage for all City owned or leased facilities and equipment and all employees and officers, R & M Government Center - Costs of maintaining service contracts for mechanical systems within the Government Center. R & M Office Equipment - Costs of maintaining service contracts on all office equipment located at the Government Center. Cultural Arts Center Foundation - Start up funding for Cultural Arts Center Final Budget 2001/02 Page 65 CAPITAL OUTLAY CITY OF AVENTURA CAPITAL BUDGET 2001102 PROJECT APPROPRIATION 001-80XX 6410 6401 6410 6401 6410 6401 6401 6407 6455 6401 6410 645O City Commission - 01-511 Equipment $ $ $ $ . $ . j.~iiiii i~i i~ ~ ~ ~.~.',.~.i.~.?~jj.i.l.i~ij~.?,.',.!.',.i!.,, ~ ........ 1,.,. ~..,. t,,. ¢..~ ............ !....~ ........ ~ .... City Manager's Office 4)5- 512 Computer Equipment $ 3,553 $ 3,790 4,000 4,000 Equipment . . Finance Support Serv. -10-513 Computer Equipment $ 58,540 $ 35,197 $ 33,818 $ 188,000 $ 188,000 Equipment 1,704 10,000 2,000 2,000 City Clerk - 08-519 Computer Equipment $ 3,799 $ 3,790 $ $ 3,000 $ 3,000 .~ ~,.'~.~.?,.~.~.~.~J.~.~.~.~.~.~.~.~.~.~.....~..~ ....... ~ I..~ ..... ~.~..~.~. Public Safety -20- 521 Computer Equipment $ 64,153 $ 113,231 $ 193,366 $ 102,500 $ 102,500 Radio Purchase & Replace. 7,770 61,000 175,000 175,000 Vehicles 113,134 227,555 283,122 283,122 Community Development - 40-524 Computer Equipment $ 917 $ 5,409 $ 16,600 $ 16,900 $ 16,900 Equipment 460 Vehicles 22,795 18,000 t 8,000 18,000 Final Budget 2001102 Page 66 6401 6410 645O 6301 63O2 63O3 63O4 6366 63O9 63t3 6314 6315 6316 6317 6102 6205 6203 6310 6307 6201 6208 6999 Community Services - 50-539/5411572 Computer Equipment $ 546 Equipment 6,727 Vehicles 22,342 Beautification Projects 1,102,340 Walk'ways/Sidewalks 45,170 Safety Improvements 143,422 Bus Shelters/Benches 54,055 Road Resurfacing 420 NE t83rd Street 856,3t8 NE 185th Street & NE 28th Ave. 160,642 NE 190th Street 555,211 NE 207th Street t,t03,246 CounUy Clu0 Drive Improvements HE 188th Street Lighting improve. Park Property Purchase 1,364,39t Millennium PIdCommunity Center Watewmys Park Improvements Aventura Founders Park tt4,885 Lighting Improvements $ 2,462 $ 70,150 16,000 624,524 2,455,768 22,867 20,000 723,286 236,697 223,28t 469,043 35,000 1,169,828 147,016 827 t89A96 26,623 t44,000 93,079 t3t,000 t12,582 400,360 1,336,000 1,320,000 10,000 10,000 250,000 250,000 1,400,000 1,400,000 150,000 150,000 1,500,000 1,500,000 5,000 5,000 Non-Departmental -90- 590 Government Center $ $ t,480,000 $ $ Bulidlng~Equlpment Capltel Reserve 6,422,482 6,921,656 6,921,856 Final Budget 2001/02 Page 67 OFFICE OF THE CITY MANAGER 6401 Computer Equipment - This project consists of upgrading computer equipment in the Office of the City Manager. 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 to provide for upgrades to Recreation Registration and automation of Public Works/Building Permitting. This project also consists of upgrading computer equipment in the Finance Support Services Department in the amount of $13,000. 6410 Equipment - This project consists of purchasing office furniture for additions to existing furniture and equipment in the Finance Support Services Department. CITY CLERK 6401 Comouter Equipment - This project consists of upgrading computer equipment in the Office of the City Clerk. 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. 5 Desktop Computers $ 12,500 12 Mobile Laptops 65,000 Upgrades 25,000 6407 Radio Equipment - This project consists of purchasing 10 handheld 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 12 Patrol Vehicles, Cart Trailer and Marine Wave Runner. -- Final Budget 2001102 Page 68 COMMUNITY DEVELOPMENT 6401 Computer Equipment - This project consists of upgrading, replacing computer equipment and the implementation of field computers for code compliance and building inspections 6450 Equipment- This project consists of replacing one pickup truck. COMMUNITY SERVICES 6301 Beautification Projects - This program consists of funding Citywide Beautification/Landscape Master. Plan as follows: Biscayne Boulevard (7) Phase III &IV $1,300,000 Country Club Drive Irrigation Pumps 20,000 projects included in the 6302 Walkways & Sidewalks - This program consists of repairing sidewalks in areas requiring repairs. 6304 Bus Shelter/Benches - This project provides for the systematic replacement of bus benches, shelters, and trash receptacles within the City. Install 3 shelters, 10 benches 10 trash receptacles $250,000 6205 Millennium Park/Community Recreation Center - This project consists of developing a 3.5 acre park site on property along the tip of NE 188th Street. It will house a community/recreation center, water front recreational activities and Gym facilities. 6310 Aventura Founders Park - This project consists of purchasing Soccer Goals. 6316 Country Club Drive Improvements - This project consists of installing decorative street lighting and road resurfacing of Country Club Drive. 6317 NE 188th Street Li.qhtin,q Improvements- This project consists of installing decorative street lighting. Final Budget 2001102 Page 69 POLICE EDUCATION FUND CITY OF AVENTURA CATEGORY SUMMARY 2001102 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~ lused to further the education of the City's Police Officers. I REVENUE PROJECTIONS 310000/319999 Locally Levied Taxes 320000/329999 Licenses ~. Permits 33oooo/33999s Xntergovernmental Rev. 340000/349999 Charges for Services 3sooo0/3s60ss Fines & Forfeitures 3sooo0/3sssss Misc. Revenues 380000/389999 Transfer from Funds 399900/399999 Fund Balance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5,259 5,167 5,000 4,000 4,000 301 572 150 160 150 0 0 0 0 0 4,199 0 10,600 20,000 20,000 EXPENDITURES 1000/2999 Personal Services 0 0 0 0 0 3000/3999 Contractual Services 0 0 0 0 0 4000~4999 Other ChargeslSvcs 0 0 0 0 0 6000/s360 Commodities 0 0 0 0 0 5400/5999 Other Operating Expenses 0 0 1s.160 24,160 24,160 6000/6999 Capital Outlay o o o o Final Budget 2001102 Page 70 CITY OF AVENTURA 2001102 REVENUE PROJECTIONS 35tt000 Fine~ $ 5,259 $ 5,167 $ 5,000 $ 4,000 $ 4,000 3611000 Interest Earnings 301 572 150 150 150 3999000 Carryover 4,t99 10,000 20,000 20,000 EXPENDITURES 2001 Public Safety - 521 5450 Training $ S $ 15,150 S 24,150 $ 24,150 TOTAL EXPENDITURES 351395 Fine Assessed for Local Police Education - Two dollars ($2.00) is received from each paid traffic citation issued within the corporate limits of the City, which, by law, must be used to further the education of the City's Police Officers. Final Budget 2001102 Page 7t STREET MAINTENANCE FUND CITY OF AVENTURA CATEGORY SUMMARY 2001102 This fund was established to account for restricted revenues and expenditures which b State Statute are designated for street maintenance and construction costs. expenditures will be accounted for in the General Fund by designating specific expenditure accounts in the Community Services Department and the Capital Improvement Program. REVENUE PROJECTIONS 310G00/31999~ Locally Levied Taxes 0 0 0 0 0 320000/32999~ Licenses & Pem~its 0 0 0 0 0 330000/339999 Intergovernmental Rev. 434,241 499,288 397,000 532,000 532,000 340000/349999 Charges for Services o o o o o 350000/359999 Fines & ForFeitures o o o o o 3600001369999 ~*~isc. Revenues 6,648 9,778 6,000 7,500 7,500 380000/389999 Transfer from Funds 0 0 0 0 0 399900/399999 Fund Balance 64,420 0 150,000 190,000 190,000 EXPENDITURES 100012999 Pemonal Services 0 0 0 0 0 3000/3999 Contractual Services 0 0 0 0 0 4000/4999 Other Charges/Svcs 0 0 0 0 0 SOO0/S39S Commodities o o o o o SdOO/Sg~s Other Operating Exp. 0 0 o o o 6oo0/s900 Capital Outlay o o o o o SO00/SgSS Transfem 372,000 402,500 553,000 729,500 729,500 Final Budget 2001102 Page 72 CITY OF AVENTURA 2001102 REVENUE PROJECTIONS ENUE~ 3351200 3353001 3353010 3354910 Interl:Jovemmental Revenues State Revenue Sharlng $ 119,793 $ 116,1t4 $ 95,000 $ 115,000 $ 115,000 Local Option Cap. Impr. Gas Tax 92,929 t13,971 98,000 127,000 127,000 Local Option Gas Tax 210,768 269,203 204,000 290,000 290,000 Gasoline Settlement 10,751 - . . $$110O0 Interest Earnings $ 6,648 $ 9,778 $ 6,000 $ 7,500 $ 7,500 3999000 5819101 Non -Revenue Carryover $ 64,425 $ t50,0Q0 $ t90,000 S 190,000 Final Budget 2001102 Page 73 3351200 3353001/ __ . 010 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. Local Option Gas Tax - The County has adopted two phases of the Local option gas tax. The first phase is six cents per gallon on fuel and is collected by the State's Department of Revenue and remitted monthly based on a formula which provides a weight of 75% to population and 25% to center line mileage in each city. These funds must be used for transportation related expenditures. The second phase must be used for transportation expenditures needed to meet the requirements of the capital improvements elements of an adopted comprehensive plan. 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 designated expenditure accounts. Final Budget 2001102 Page 74 POLICE CAPITAL OUTLAY IMPACT FEE FUND CITY OF AVENTURA CATEGORY SUMMARY 2001102 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 ass st the C ty n prov d ng poi ce services required by the growth in the City. REVENUE PROJECTIONS 310000/319999 Locally Levied Taxes 320000/329999 Licenses & Permits 330000J339999 Intergovernmental Rev. 34000~9ss9 Charges for Services 350000/359999 Fines & Forfeitures 360000/369999 Misc. Revenues 380000/389999 Transfer from Funds 399900/399999 Fund Balance S S $ $ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 58,206 56,764 65,000 58,000 58,000 0 0 0 0 0 275,351 126,574 ~1.,099 50,000 EXPENDITURES 1000/ZS9S Personal Services 3000/3999 Contractual Services 4000/4999 Other ChargeslSvcs 5000/5399 Commodities s400/s9ss Other Operating Exp. 6000/6999 Capital Outlay $13s,~1 $162,634 $1s9,099 $ 108,000 $108,000 S000/99SS Trsnsfera o o o o 0 Final Budget 2001102 Page 75 CITY OF AVENTURA err ~OU~ e ~] 2001102 REVENUE PROJECTIONS Misc. Revenues 361100 Interest Earnings $ t0,567 $ 6,959 $ $ $ 3632200 Police Impact Fees 47,639 49,805 65,000 58,000 58,000 Non -Revenue 3999000 Carryover $ 275,351 $ 126,574 $ 94,099 $ 50,000 $ 50,000 i~i.i.i.i.i.i.i.i.i.i.ii~iiii',~ ~ ~ ~ ~ ~.~ ~,~.~ ...... ~. EXPENDITURES 2001 Public Safety - 621 Radio Purchase & Replace. $ 100,560 $ Vehicles 108,160 4,994 Equipment $ 135,111 $ 54,474 53,545 108,000 t08,000 6999 Non-Departmental - 590 Capital Reserve $ ~ $ ~ $ ~ $ i $ ' !~iiiiiiiiiiiiii!iiiii~,i!~!iii!!iiii!iiii~ ~ ............... ~ ........ :~=,'~:~ ................. ~ ....... Final Budget 2001/02 Page 76 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 20 vests 12 Overhead light bars, Sirens & Cages 2 laser radar units Marine patrol engine replacement 2 Stealth speed measuring devices Laser Measuring Device Final Budget 200t102 Page 77 PARK DEVELOPMENT FUND CITY OF AVENTURA CATEGORY SUMMARY 2001102 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 310000/319999 Locally Levied Taxes 320000/329999 Licenses & Permits 33ooo0/33eee9 Intergovemmentsl Rev. 34000~34~ee~ Charges for Services 3soooo~seeee Fines & Forfeitures 36000~36eeee Misc. Revenues 3aooo~3aee99 Transfer from Funds 399900/399999 Fund Balance S S $ $ $ 0 0 0 0 0 0 0 500,000 0 O 0 0 0 0 0 0 0 0 0 0 0 389,707 29,000 25,000 25,000 0 0 0 0 0 0 0 684,000 975,000 975,000 EXPENDITURES 1000/2999 Personal Services $ $ $ $ $ 3000/3999 Contractual Services 0 0 0 0 0 4000/4s99 Other ChargeslSvcs 0 0 0 0 0 5000/5399 Commodities 0 0 0 0 0 54o0/5999 Other Operating Exp. 0 0 0 0 0 6000/6999 Capital Outlay $ $ $ 1,209,000 $ t,000,000 $ 1,000,000 9000/9999 Transfers o 0 0 0 0 -- Final Budget 2001102 Page 78 CITY OF AVENTURA 2001102 REVENUE PROJECTIONS 3377100 State Grant $ $ 500,000 $ $ Safe Neighbor. Parks Grant $ 1,067,100 $ . $ . ~i,i.!.~J.i.!.L~ i.L::'~: :?J=i:~ . ~... ~.!~;~..~ .......... !,,,,~,,,. ~=.:,~ ............. !~,..~ ................ Misc. Revenues Interest Earnings $ $ 19,301.0 $ $ $ Renrentlon Impact Fees 276,744 389,707 25,000 25,000 25,000 ~.......i...~',~iiiiiiiii~i~',!~,i~iiii!i~/,~~ ~ ...... ~.=.:~ ........ ~.~ ...... ~.~. 3999000 EXPENDITURES 5001 6310 6205 6102 Community Services - 572 Aventura Founders Park $ 574,365 $ 184,000 $ $ Millennium Pk/Communlty Center $ 1,000,000 $ 1,000,000 Park Property Purchase 1,050,000 1,025,000 . 6999 Non-Departmental - 590 Final Budget 2001102 Page 79 3632700 This represents the amount anticipated from park impact fees required from new residential development in the City. COMMUNITY SERVICES 6205 Millennium Park/Community Recreation Center - This project consists of developing a 3.5 acre park site on property along the tip of NE 188th Street. It will house a community/recreation center, waterfront recreational activities and Gym facilities. -- Final Budget 2001102 Page 80 CHARTER SCHOOL FUND CITY OF AVENTURA CATEGORY SUMMARY 2001102 This fund is used to account for revenues and expenditures specifically earmarked for the City's Charter Schools. The fund will account for both operating and capital revenues and expenditures, a well as repayment to the General Fund for start-up and debt service cost associated with the acqu s t on of and and construct on of the proposed schools. REVENUE PROJECTIONS 310000/319999 Locally Levied Taxes 320~Q0/329999 Licenses & Permits 330000/339999 Intergovernmental Rev. 340000/34sss9 Charges for Services 3~oooo~s9ss9 Fines & Forfeitures 360000/369999 Misc. Revenues 3sooo0/~ssss Transfer from Funds 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 0 0 0 0 o 0 0 0 110,000 0 0 0 EXPENDITURES 1000/2999 Personal Services $ $ S $ $ 3000/3999 Contractual Services 0 0 o 0 0 4000/4999 Other Charges/Svcs 0 0 0 0 0 5000/5399 Commodities 0 0 0 0 0 s400/ssss Other Operating Exp. 0 0 0 0 0 6000/6999 Capital Outlay $ $ $ S $ 9000/9999 Tmnsfere o o o o $ llo,o00 -- Final Budget 2001102 Page 81 CITY OF AVENTURA 2001102 REVENUE PROJECTIONS COn Tranfem 3811001 Transfer from General Fund $ $ $ 110,000 $ 110,000 EXPENDITURES 5001 3147 3148 CONTRACTUAL SERVICES School Advlso~J $ $ $ $ t0,000 $ 10,000 Plannlng/Mgmt Services 0 0 0 100,000 100,000 TOTAL EXPENDITURES Final Budget 200t/02 Page 82 3811001 Transfer from General Fund - Start-up funding for new fund to account for the proposed charter elementary school scheduled to open in August 2003. 3147 3148 School Advisor,/Services - Costs associated with retaining consultant to assist in the establishment of the charter School system. Planning/Manaqement Services - Estimated costs incurred with planning and development of Charter Elementary School. Final Budget 2001102 Page 83 DEBT SERVICE FUNDS CITY OF AVENTURA CATEGORY SUMMARY 2001102 These funds are established to account for revenues and/or transfers pledged for debt~ service payments on long term financing. I REVENUE PROJECTIONS 310000/319999 Locally Levied Taxes $ 403,000 320000/329999 Licenses & Permits $ 330000/339999 [ntergovemmental Rev. $ 34000OI349999 Charges for Services $ 350000/359999 Fines & Forfeitures 36000~369999 Misc. Revenues $ 1,320 380000/389999 Transfer from Funds $ 430,000 399900/399999 Fund Balance s $ $ $ $ $ $ $ $ $ $ $ $ $ $ 22,004 $ $ 1,358,445 $ 1,849,595 $ $ $ $ $ s $ $ $ $ $ $ 71,970 $ 2,200,339 $ $ 71,970 2,200,339 EXPENDITURES 1000/2099 Personal Services 0 0 0 0 0 3000/3999 Contractual Services 0 0 0 0 0 4000/4999 Other ChargeslSvcs o o o o o 5006/5399 Commodities o o o o o 54oo/9909 Other Operating Expense~ o o o o o 6000/6990 Capital Outlay 0 0 0 0 0 7000/7999 Debt Service 7,591,607 1,353,219 1,871,689 2,272,309 2,272,309 sooo/ss9s Transfem o o o o o -- Final Budget 2001/02 Page 84 CITY OF AVENTURA CATEGORY SUMMARY 200'1102 This fund was established to account for debt service payment expenditures associatedWith/ the long term financing for the purchase of properties utilized for public parks, and theI Ipermanent Government Center and the construction of the Government Center. / REVENUE PROJECTIONS 310000/319999 Locally Levied Taxes $ 403,000 $ $ $ $ 320000/329999 Licenses & Permits 0 0 0 0 0 330000/339999 Zntergovernmental Rev. 0 0 0 0 0 ~4000~34ssss Charges for Services 0 0 0 0 0 350000/35ss99 Fines & Forfeitures 0 0 0 0 0 3sooo~3sssso Misc. Revenues 1,320 0 0 0 0 3S0000;3SSSS0 Transfer from Funds 430,000 1,358,445 1,361,695 1,358,025 t,358,025 399900/399999 Fund Balance o o o o o EXPENDITURES t00~S99 Pemonal Services 0 0 0 0 0 3000/3999 Contractual Services 0 0 0 0 0 4000/4999 Other ChargeslSvcs 0 0 0 0 0 sooo~s=s9 Commodities 0 0 0 0 0 540015999 Other Operating Expense= 0 0 0 0 0 6000~699s Capital Outlay 0 0 0 0 0 7000/7999 Debt Service 7,591,607 1,353,219 1,361,695 1,358,025 1,358,025 9ooo~sgss Transfers o o o o o Final Budget 2001102 Page 85 CITY OF AVENTURA 2001102 REVENUE PROJECTIONS 3141000 Utility Tax- Electric $ 403,000 $ $ $ $ 3142200 Utility Tax-Telecommunications 3143~)0 Utility Tax-Water 3144000 Utility Tax-Ga~ 3611000 Interest Earnings 1,320 3811001 Transfer from General Fund 430,000 1,358,445 t,361,695 1,358,025 3842000 Bond Proceeds 6,900,000 3999000 Car~/over 1,358,025 EXPENDITURES 9001 7130 7230 7330 Non-Departmental - 590 Principal $ 6,900,000 $ 355,000 $ 370,000 $ 380,000 $ 380,000 .Interaet 682,t82 982,410 970,235 956,940 956,940 Other Debt Service Costs 9,429 16,809 2t ,460 21,085 21,085 Final Budget 200tl02 Page 86 3811001 Transfer. From General Fund - Amount transferred from the General Fund to fund debt service costs. 7130 Principal - Principal payment due 4/1/2002 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. 7230 Interest - Interest payments due on the loan which will be payable on 4/1/2002 and 10/1/2002. 7330 Other Debt Service Costs - Fees payable to the Florida Municipal Loan Council for acting as the paying agent and arbitrage calculation costs. -- Final Budget 2001102 Page 87 CITY OF AVENTURA CATEGORY SUMMARY 2001102 This fund was established to account for debt service payment expenditures associated with the 2000 Loan which was/will be used for the Community Recreation Center and the~ acquisition and construCt on of Waterways Park. ~ REVENUE PROJECTIONS 310000/319999 Locally Levied Taxes $ $ $ $ $ 320000/329999 Licenses & Permits 0 0 0 0 0 330000/339999 ][ntergovemmental Rev. 0 0 0 0 0 340000/349999 Charges for Services o o o o o 350000/359999 Fines & Forfeitures o o o o o 360000/369999 Misc. Revenues 0 0 22,094 71,970 71,970 380000/389999 Transfer from Funds 0 0 487,900 437,314 437,3t4 399900/399999 Fund Balance 0 0 0 0 0 EXPENDITURES 1000/2999 Pemonal Services 0 0 0 0 0 3000~3999 Contractual Services 0 0 0 0 0 4000/4999 Other ChargeslSvcs 0 0 0 0 0 5000/5399 Commodities 0 0 0 0 0 5400/59s9 Other Operating Expensm 0 0 0 0 0 6000/6999 Capital Outlay 0 0 0 0 0 7000/7999 Debt Service 0 0 509,994 509,284 S09,284 9000/9999 Transfers o o o o o -- Ftnal Budget 20Ol102 Page 88 CITY OF AVENTURA 2001102 REVENUE PROJECTIONS 3611000 3811001 3842O0O 3999OOO Interest Eamlngs $ $ $ 22,094 $ 71,970 $ 71,970 Transfer from General Fund 487,900 437,3t4 437,314 Bond P~.eed~ Canyover ~liiiiiiiiiiii.iii!ii.i.i.i.i.i.i...i.~ ........ il....~ ......... !....~ ..... ~..~ ....... ~..~ ....... ~.~. EXPENDITURES 9001 Non-Departmental - 590 7t30 PHncipal 7230 Intemmt TOTAL EXPENDITURES $ 220,000$ 190,000 $ 190,000 289,994 319,284 319,284 3811001 Transfer From General Fund - Amount transferred from the General Fund to fund debt service costs. 7130 Principal - Principal payment due 10/1/2002 on Bank Qualified Loan which financed the Community Recreation Center and the acquisition and construction of Waterways Park. 723O Interest - Interest payments due on the loan which will be payable on 4/1/2002 and 10/1/2002. Final Budget 200t/02 Page 89 CITY OF AVENTURA CATEGORY SUMMARY 2001102 This fund was established to account for debt service payment expenditures associated withI the 2001 Loan which was used to acquire property for the Charter School and construct~ Waterways Park. I REVENUE PROJECTIONS 310000/319999 Locally Levied Taxes $ $ S $ $ 320000/329999 Licenses & Permits 0 0 0 0 0 330000/339999 Intergovernmental Rev. 0 0 0 0 0 340000/340909 Charges for Services o o o o o 35~0~0/359999 Fines & Forfeitures 0 0 0 0 0 $6000~3~9999 Misc. Revenues 0 0 0 0 0 3eooo~3sssss Transfer from Funds 0 0 0 0 4o9,00o 399900/399999 Fund Balance 0 0 0 0 0 EXPENDITURES CODE F 100012999 Personal Services 0 0 0 0 0 3000/3999 Contractual Services 0 0 0 0 0 40/)0/4gs9 Other ChargeslSvcs 0 0 0 0 0 s000/9399 Commodities 0 0 0 0 0 5400/5999 Other Operating Expens~ 0 0 0 0 0 6000/6999 Capital Outlay 0 0 0 0 0 70o0/7999 Debt Service 0 0 0 0 409,000 9000/9999 Transfers 0 0 0 0 0 Final Budget 2001102 Page 90 CITY OF AVENTURA 2001102 REVENUE PROJECTIONS CO 3611000 ~11001 3842OOO 3~990(X) Interest Earnings Transfer from General Fund 405,000 405,000 BOnd Proceeds Carryover ..... EXPENDITURES 9001 Non-Departmental - 590 7130 PHnclpal $ 102,500 $ 102,500 7230 Interest 302,500 302,500 TOTAL EXPENDITURES ~ ;; ; ~;;; ~ ~ .... ~0(~' ' i .... i ' ' ' ~ Ii ~,r'Ii ...... r~'.~..~ ......... ~'. 3811001 Transfer From General Fund - Amount transferred from the General Fund to fund debt service costs. 713O Principal - Estimated principal payment due 10/1/2002 on Bank Qualified Loan which financed the the acquisition of the charter school site and acquisition/construction of Waterways Park. 7230 Interest - Interest payments due on the loan which will be payable on 4/1/2002 and 10/1/2002. Final Budget 2001102 Page 91 CAPITAL CONSTRUCTION FUNDS CITY OF AVENTURA CATEGORY SUMMARY 2001102 These fund5 were established to account for bond and loan proceeds and expen ditures! associated with various projects which were financed through long term borrowing. / REVENUE PROJECTIONS 310000/319999 Locally Levied Taxes $ $ $ $ $ 320000/329999 Licenses & Permits 330000/339999 [ntergovemmental Rev. 340000/34999s Charges for Services 350000/359999 Fines & Forfeitures 360000/369999 Misc. Revenues 175,934 487,890 130,000 75,000 75,000 380000/389999 Transfer/Debt Proceeds 15,000,000 6,555,000 6,000,000 6,000,000 399900/399999 Fund Balance 4,63t,944 6,000,000 6,000,000 EXPENDITURES too~29~ Pemonal Sewices S $ 3oo~3999 Contractual Sewices o o 4000/4999 Other Charge~Sv~ o o ~o~99 Commodities o o ~ss99 Other Operating Expense o o 6000/6999 Capital Outlay $ 3,322,671 $ 8,361,115 $ 10,816,944 $ 11,$75,000 $ 11,575,000 7000/7999 Debt Service 525,000 0 50~,000 500,000 500,000 9000/9999 Transfers o o o o o Final Budget 200t/02 Page 92 CITY OF AVENTURA CATEGORY SUMM~RY 2001102 This fund was established to account for bond proceeds and expenditures associated with the Revenue Bond Issue to construct the Government Center. REVENUE PROJECTIONS 310000/319~99 Locally Levied Taxes 3200w32ss9s Licenses & Permits 330000/339999 Zntergovemmental Rev. 340000/349999 Charges for Services 350000/359999 Fines & Forfeitures 3600~369999 Misc. Revenues 38o0o0/389999 Transfer/Debt Proceeds 399900/399999 Fund Balance $ $ 0 0 0 0 0 0 o 0 0 0 0 0 175,934 487,890 30,000 15,000,000 0 0 0 0 4,63t ,944 $ o o o o o o o o o o o o o o EXPENDITURES CODE t 1000/2999 Personal Services 0 0 0 0 0 3000/3999 Contractual Services 0 0 0 0 0 400014999 Other ChargeslSvcs o o o o o SOO0/S399 Commodities o o o o o s4o0/s9ss Other Operating Expense o o o o o 6000/6999 Capital Outlay 3,322,67t 8,361,1 IS 4,661,944 0 0 7000/7999 Debt Service o o o o o 9000/9999 Transfers o o o o o Final Budget 2001102 Page 93 CITY OF AVENTURA 2001102 REVENUE PROJECTIONS 3611000 3999000 3842000 Interest on Investments $ 175,934 $ 487,890 $ 30,000 $ $ Carryover $ 63~58 4,631,944 Bond Proceeds t 5,000,000 . . EXPENDITURES 9001 Non~Departmentsl - 590 6101 Land Acquisition 620t Government Center 7390 Bond Issue Costs TOTAL EXPENDITURES $ 928,445 $ t,320 $ $ $ 2,394,226 8,359,795 4,66t ,944 525,000 Final Budget 2001102 Page 94 CITY OF AVENTURA CATEGORY SUMMARY 2001102 This 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 acquisition land construction of Waterways Park. REVENUE PROJECTIONS 310000/319969 Locally Levied Taxes $ $ $ $ $ 32000~32sess Licenses & Permits 0 0 0 0 0 33ooo0/33~9ee Zntergovemmental Rev. o o o o o 340000/349999 Charges for Services o o o o o 350000/359999 Fines & Forfeitures 0 0 0 0 0 360000/369999 Misc. Revenues 0 0 loo,ooo ?$,000 ?5,000 380000/389999 Transfer/Debt Proceeds 0 0 5,sss,ooo 0 0 399900/399999 Fund Balance 0 0 0 6,000,000 6,000,000 EXPENDITURES 1000/2999 Personal Services o o o o o 3000/3999 Contractual Services 0 0 0 0 0 4000/4sss Other ChargeslSvcs 0 0 0 0 0 5000/5399 Commodities o o o o o s4o0/s59s Other Operating Expense o o o o o 6000/6999 Capital Outlay 0 0 6,155,000 6,075,000 6,075,000 7000/7999 Debt Service o o soo.ooo o o 9000/9999 Transfers o o o o o Final Budget 2001102 Page 95 CITY OF AVENTURA 2001102 REVENUE PROJECTIONS ~ENU 3611000 399g000 Interest on Investments $ 100,000 $ 75,000 $ 75,000 Carryover 6,000,000 6,000,000 Bond Proceeds 6,555,000 - . EXPENDITURES 9001 Community Se~iess - 00-539/54tl572 6203 Waterways Park Impr. $ 2,t00,000 $ 4,000,000 $ 4,000,000 6205 MIIIIneum Park Impr. 4,055,000 2,075,000 2,075,000 9194 Non-Departmental - 90-5g0 Transfer to Debt Serv Res. TOTAL EXPENDITURES 3611000 Interest on Investments - Interest on proceeds of the financing. NON DEPARTMENTAL 6203 Watemtays Park Improvements Includes cost of land acquisition and/or construction of Waterways Park. 62O5 Millennium Park/Community Recreation Center - This project consists of developing a 3.5 acre park site on property along the tip of NE 188th Street. It will house a community/recreation center, water front recreational activities and Gym facilities. Final Budget 2001102 Page 96 CITY OF AVENTURA CATEGORY SUMMARY 200tl02 This fund was established to account for loan proceeds and expenditures associated with the 2001 bank loan issued for the acquistion of the Elementary School site and the construction of Waterways Park. , REVENUE PROJECTIONS 310000/319999 Locally Levied Taxes $ $ $ $ $ 320000/329999 Licenses & Permits 0 0 0 0 0 330000/339999 Intergovernmental Rev. 0 0 0 0 0 34000~49s99 Charges for Services 0 0 0 0 0 3sooo0/3sssss Fines & Forfeitures 0 0 0 0 0 360000/369999 Hisc. Revenues 0 0 0 0 0 380000/389999 Transfer/Debt Proceeds 0 0 0 6,000,000 6,000,000 399900/399999 Fund Balance 0 0 0 0 0 EXPENDITURES loo0/2sss Pemonal Services o 0 0 0 0 3000/3999 Contractual Services 0 0 0 0 0 4000/4999 Other ChargeslSvcs 0 0 0 0 0 5000/S3SS Commodities o o o o o s4o0/sses Other Operating Expense o o o o o sooo/ssss Capital Outlay o o o s,soo,ooo s,soo,ooo ?oo0/Tsss Debt Sen/ice o o o soo,ooo soo,ooo 9000/9999 Transfers o o o o o Final Budget 2001/02 Page 97 CITY OF AVENTURA 2001/02 REVENUE PROJECTIONS 3611~ 39990OO ~2000 Interest on Investments $ $ $ $ $ Carryover Bond Proceeds - - - 6 EXPENDITURES 9001 Community Services - 50-s39/5411572 6203 Watemrays Park Impr. $ $ $ $ 1,500,000 $ 1,500,000 6107 9194 Non-Departmental -90- 590 Charter School Land Acq. $ $ $ 4,000,000 4,000,000 Transfer to Debt Serv Res. $ $ $ - 500,000 500,000 TOTAL EXPENDITURES i;~ ?:?~!i;~i;i;i~;i~;~;~;i;;:.$.!;i;!;!~i;!;!;~;~;~i~!~;~!i~!;~i;~;~;~;;;;;;;~;;~;;;;;!~;?~!~;~;~?~;~i~ii;i~i;i~i~i~;~;i 3611000 Interest on Investments - Interest on proceeds of the financing. NON DEPARTMENTAL 6203 Waterways Park Improvements - Includes cost of construction of Waterways Park. 6107 Charter School Land Acquisitions - Cost of the land for Charter School. Final Budget 2001/02 Page 98 STORMWATER UTILITY FUND CITY OF AVENTURA CATEGORY SUMMARY 2001102 FUND DESCRIPTION? This fund is used to account for revenues and expenditures specifically earmarked for theI construction and maintenance of the City's stormwater drainage system. REVENUE PROJECTIONS 3100001319999 Locally Levied Taxes 320000/329999 Licenses & Pernfits 330000/33~999 Intergovernmental Rev, 340000/3498e8 Charges for Services 3500001359999 Fines & Forfeitures 3600001369999 Misc. Revenues 380000/389999 Transfer from Funds 399900/399999 Fund Balance $ $ $ $ 0 0 0 0 0 0 0 0 0 0 930,782 823,306 912,500 885,600 885,600 0 0 0 0 0 14,971 13,530 0 2,100,000 2,100,000 203,595 0 0 0 0 558,850 825,073 200,000 195,459 195,459 EXPENDITURES lO00/2sss Personal Services $ $ $ $ $ 3000/3999 Contractual Services 0 0 0 0 0 4000/49ss Other ChargeslSvcs 0 0 0 0 0 5000/5399 Commodities 0 0 0 0 0 5400/5999 Other Operating Exp. 0 0 0 0 0 6000/6999 Capital Outlay $ 1,042,387 $ 388,518 $ 931,959 $ 2,996,019 $ 2,996,019 9000/9999 Transfers $ 166,920 $ 748,596 180,541 $ 185,040 $ 185,040 Final Budget 2001102 Page 99 CITY OF AVENTURA 200tl02 REVENUE PROJECTIONS CODE i~ ~ 3439110 CharRes for Services 4-1 Stormweter Utility Fees $ 930,782 $ 823,306 $ 912,500 $ 885,600 $ 889,600 3611000 Misc. Revenues 6-9 Loan Proceeds $ 2,100,000 $ 2,100,000 Intereet Eamlngs $ 14,971 $ 13,530 $ - . . 3811001 3999000 Non -Revenue 8-9 Transfer From Gert Fund $ 203,595 $ $ $ Carryover 558,850 825,073 200,000 195,459 195,459 Final Budget 200t102 Page t00 CITY OF AVENTURA 2001102 EXPENDITURES 5001 ~ODE 1 6306 6316 Capital Outlay: Community Services - 638 Dralnag®lmprovements $ 838,792 $ 388,518 $ 710,000 $ 2,475,000 $ 2,475,000 213 SL StorTnwater Collector 203,595 6999 Non-De~art~nental - 590 Capital Reserve $ $ $ 221,959 $ 521,019 $ 521,019 NON-DEPARTMENTAL - TRANSFERS 9001 9111 9101 Transfers - 58t Repayment to General Fund $ $ 575,000 $ $ Transfers to General Fund $ 166,920 $ 173,596 $ 180,541 $ 185,040 $ 185,040 Final Budget 2001102 Page 101 343311 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 30,750 Monthly Rate Per ERU $2.50 Revenues: Gross Stormwater Utility Billings$922,500 Less: Uncollectibles (36,900) Yields: Net Stormwater Revenues $885,600 Final Budget 2001102 Page t02 COMMUNITY SERVICES 6306 Draina.qe Improvements - Based on the Stormwater Master Plan prepared by the City's consulting engineers, the City has been divided into three major basins; (1) the area to the south of Lehman Causeway, (2) the area between Lehman Causeway and NE 207th Street and (3) the area north of NE 207th Street. The following three areas within the City have been identified as locations of primary concern: (Area 1) west of NE 30 Avenue and east of Biscayne Boulevard; (Area 2) in the southwest portion of the City bounded by NE 193 Street and to the south by NE 185 Street and; (Area 3) a triangular area located in the northwest corner of the City. The Master Plan provided for improving Stormwater drainage for all parts of the City via two Stormwater Collectors, one for NE 213 Street (North Aventura Stormwater Collector), and one proposed for NE 29 Ave. between 187 and 191 Street (South Aventura Stormwater Collector). Both collectors will have positive outfalls discharging the runoff into canals that connect to the Intracoastal Waterway. This will enable the effective dissemination of stormwater and resolve the street drainage problems that currently exist. The North Aventura Stormwater Collector which runs along NE 30th Avenue to NE 213th Street was completed in the 1998, two years ahead of schedule. This was accomplished by entering into a private-public partnership with the owners of Aventura Commons, Aventura Lakes and Gulfstream Racetrack and combining the drainage outfall for all entities. The South Aventura Stormwater Collector which runs along NE 29 Ave. between 187 and 191 Street was completed in the 1998/99 fiscal year. This was accomplished by entering into a private-public partnership with the owners of Champion Square Shopping Center. The following projects are scheduled for the 2001/02 fiscal year: Biscayne Lake Gardens Area Drainage Improvements NE 27th Court, NE 29th Place, NE 201 Terrace and N E 203 Street $1,550,000 NE 188th Street 900,000 Minor Drainage Improvements 25,000 Final Budget 2001102 Page 103 POLICE OFFDUTY SERVICES FUND CITY OF AVENTURA CATEGORY SUMMARY 2001102 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 variousl businesses and condominium associations. ~ REVENUE PROJECTIONS 310000/319999 320000/329999 330000/339999 3400001349999 350000/359999 360000/369999 Locally Levied Taxes o o o o o Licenses & Permits o o o o o Intergovernmental Rev. o o o o o Charges for Services 445,191 496,310 449,000 450,~00 450,000 Fines & Forfeitures 0 0 0 0 0 Misc. Revenues 0 0 0 0 0 3sooo0/3ssggs Transfer from Funds 0 0 0 0 0 399900/399999 Fund Balance 0 0 0 0 0 EXPENDITURES ¢OD~N 1000/2999 Personal Services 463,916 460,665 449,000 450,000 450,000 3000/3999 Contractual Services 0 0 0 0 0 4000/4sss Other ChargeslSvcs 0 0 0 0 0 5000/5399 Commodities 0 0 0 0 0 s4o0/ss9s Other Operating Expenses o o o o o Capital Outlay o o o o o Final Budget 2001102 Page 104 CITY OF AVENTURA 2001/02 REVENUE PROJECTIONS E CharAes For Services 3421100 Police Detail Billing 445,191 496,310 449,000 450,000 450,000 CITY OF AVENTURA 2001102 EXPENDITURES 5001 Public Safety - 521 t420 Extra Duty Detail 402,430 405,575 390,000 39t,000 39'1,000 2101 FICA 30,037 32,536 30,000 30,000 30,000 2401 Worker's Compensation 31,449 22,554 29,000 29,000 29,000 34.21100 Police Detail Billin.q - Est mated amount of revenue generated by off-duty details in the City's business and residential communities. Final Budget 2Q01102 Page 106 APPENDIX BUDGET SYSTEM The City of Aventura uses the Budgeting by Objectives Process in the formulation of its budget. Departmental Budgets include a Recap page that contains the Oepartment Description and Personnel Allocation Summary and Organization Chart. Each department also includes an Objectives page and a Budgetary Account Summary. The Objectives page presents a review of the department objectives and performance/workload indicators. The Budgetary Account Summary provides expenditure detail and a comparison of current and previous years expenditures. The Budgetary Process is intended to be very valuable in communicating with the Commission and citizens of the City. BUDGET PROCESS The City of Aventura'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. : RESPONSIBILI DATE TY ACTION REQUIRED April 6 City Manager Department Directors Overview of budgetary issues and establish priorities. April 24 City Manager Staff meeting is held to distribute Budget Request Forms. Forms will include budget figures for previous fiscal year along with actuals for six months of current fiscal year. April 24 to May 18 All Department Directors City Manager Finance Department Completed Budget estimates are submitted to City Manager. Revenue estimates are prepared. May 18 to July 10 City Manager Conducts depaFtmental budget review meetings, balances budget and prints budget documents. July 10 City Manager City Manager's recommended budget document and message are submitted to City Commission. July 19 City Manager City Commission Budget Review Meeting, adopt tentative Ad Valorem rate September 4* City Commission First Reading on Budget and Ad Valorem Tax Rate Ordinance September 24* City Commission Second Reading on Budget, Ad Valorem Tax Rate Ordinance and Public Hearings Final Budget 2001102 Page 106 September25 City Clerk Tax Rate Ordinance delivered to Property Appraiser. October I All Departments New Budget becomes effective. *Dates subject to change based on School Board and County Commission dates. BUDGETAMENDMENT The Budget Amendment Process will differ as to form depending on whether or not the original budget appropriation is exceeded as follows: Any change or amendment to the budget that will increase the original total appropriated amount can only be accomplished with the preparation of an Ordinance requiring two (2) public hearings and approval by the City Commission. Any change or amendment to the budget which *transfers monies within a fund but does not increase the total appropriated amount can be accomplished with the preparation of a Resolution. This does not require a public hearing, however, approval by the City Commission is still necessary. BASIS OF ACCOUNTING Basis of Accounting refers to the time period when revenues and expenditures are recognized in the accounts and reported on the financial statements. Basis of accounting relates to the timing of the measurements made, regardless of the measurement focus applied. The accrual basis of accounting is followed for the proprietary fund types. The modified accrual basis of accounting is followed in the governmental fund types and the expendable trust funds type. Under the modified accrual basis of accounting, revenues are recorded when susceptible to accrual, that is, when they are both measurable and available. Available means collectible within the current period or soon enough thereafter to pay current liabilities. Expenditures are generally recognized under the modified accrual accounting when the related fund liability is incurred. Exceptions to the general rule are principal and interest on general long-term debt which is recognized when due. Final Budget 2001102 Page t07 ACCOUNT ACCOUNTING SYSTEM APPROPRIATION ASSESSED VALUATION BOND BONDED DEBT BUDGET BUDGETMESSAGE BUDGETARYCONTROL 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, classify, summarize, and report information on the financial position and results of operations of a government or any of its funds, fund types, balanced account groups, or organizational components. An authorization granted by a legislative body to make expenditures and to incur obligations for specific purposes. An appropriation is limited in amount to the time it may be expended. A valuation set upon real estate or other property by the County Assessor and the state as a basis for levying taxes. A written promise, generally under seal, to pay a specified sum of money, called the face value, at a fixed time in the future, called the date of maturity, and carrying interest at a fixed rate, usually payable periodically. Note: The difference between a note and a bond is that the latter usually runs for a longer period of time and requires greater legal formality. That portion of indebtedness represented by outstanding bonds. A plan of financial operation embodying an estimate of proposed expenditures for a given period and the proposed means of financing them. Used without any modifier, the term usually indicates a financial plan for a single fiscal year. A general discussion of the proposed budget as presented in writing by the budget, making authority to the legislative body. The control or management of a government or enterprise in accordance with an approved budget for the purpose of keeping expenditures within the limitations of available appropriations and available revenues. Represents the level of control at which expenditures may not exceed budget. Any revisions that alter the total expenditures of a department must be approved by the City Commission. A plan for capital expenditures to bo incurred each year over a fixed period of years to meet capital needs arising from the long term work program or otherwise. It sets forth each project or other contemplated expenditure in which the government is to have a part and specifies the full resources estimated to be available to finance the projected expenditures. Final Budge~ 2001102 Page 108 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 parks, cultural center and the permanent Government Center and Police Station. A fund established to account for the acquisition and construction of major capital facilities other than those financed by proprietary funds and trust funds. Expenditures which result in the acquisition of or addition to fixed assets. The classification system used by a city to organize the accounting for various funds. A fund established to finance and account for the accumulation of resources for, and the payment of, general long-term debt principal and interest. Also called a SINKING FUND. The amounts of revenue which must be provided for a debt service fund so that all principal and Interest payments can be made in full on schedule. (1) Expiration in service life of fixed assets, other than wasting assets, attributable to wear and tear through use and lapse of time, obsolescence, inadequacy, or other physical of functional cause. (2) the portion of the cost of a fixed asset charged as an expense during a pa~icular period. Note: The cost of a fixed asset is prorated over the estimated service life of such asset and each period is charged with part of such cost so that ultimately the entire cost of the asset is charged off as an expense. In governmental accounting depreciation may be recorded in proprietary funds and trust funds where expenses, net income, and/or capital maintenance are measured. Obligations in the form of purchase orders,' contracts, or salary commitments which are chargeable to an appropriation and for which a part of the appropriation is reserved. They cease to be encumbrances when paid or when the actual liability is {~et up. A fund established to finance and account for operations (1) that are financed and operated in a manner similar to private business enterprises - where the intent of the governing body is that the costs (expenses, including depreciation) of providing goods or services to the general public on a Final Budget 2001102 Page t09 EXPENDITURES EXPENSES FISCALPERIOD FISCAL YEAR FIXED ASSETS FUND FUND ACCOUNTS FUND BALANCE Final Budget 200t102 continuing basis be financed or recovered primarily through user charges; or (2) where the governing body has decided that periodic determination of revenues earned, expenses incurred, and/or net income is appropriate for capital maintenance, public policy, management control, accountability, or other purposes. Examples of enterprise funds are those for utilities, swimming pools, airports, and solid waste services. If the accounts are kept on the accrual basis this term designates total charges incurred, whether paid or unpaid, including expenses, provision for retirement of debt not reported as a liability of the fund from which retired, and capital outlays. If they are kept on the cash basis, the term covers only actual disbursements for these purposes. Note: Encumbrances are not considered expenditures. Charges incurred, whether paid or unpaid, for operation, maintenance, and interest, and Other charges which are presumed to benefit the current fiscal period. Note: Legal provisions sometimes make it necessary to treat as expenses charges whose benefits extend over future periods. For example, purchase of materials and supplies which may be used over a period of more than one year and payments for insurance which may be used over a period of more than one year and payments for insurance which is to be in force for a longer period than one year frequently must be charged in their entirety to the appropriation of the year in which they are incurred and classified as expenses of that year even though their benefit extend also to other periods. Any period at the end of which a governmental unit determines its financial condition and the results of its operations and closes its books. Note: It is usually a year, though not necessarily a calendar year. A twelve-month period of time to which the annual budget applies and at the end of which a city determines its financial position and results of operations. Assets of a long-term character in which the intent is to continue to be held or used, such as land, buildings, machinery, furniture, and other equipment. An independent fiscal and accounting entity with a self- balancing set of accounts recording cash and/or other resources, together with all related liabilities, obligations, reserves, and equities which are segregated for the purpose of carrying on specific activities or attaining certain objectives in accordance with special regulations, restrictions, or limitations. All accounts necessary to set forth the financial operations and financial condition of a fund. The excess of a fund's assets over its liabilities and reserves. Page 110 GENERAL FUND GOAL GRANT INCOME INTERNALSERVICE FUND INVENTORY ORDINANCE POLICE EDUCATION FUND POLICE OFFDUTY SERVICES FUND REVENUES The fund that is available for any legal authorized purpose and which is therefore used to account for all revenues and all activities except those required to be accounted for in another fund: Note: The General Fund is used to finance the ordinary operations of a governmental unit. A statement of broad direction, purpose or intent based on the needs of the community. A goal is general and timeless; that is, it is not concerned with a specific achievement in a given period. A contribution by one governmental unit to another. The contribution is usually made to aid in the support of a specified function (for example, education), but it is sometimes also for general purposes. This term is used in accounting for governmental enterprises and represents the excess of the revenues earned over the expenses incurred in carrying on particular phases of an enterprise's activities. As indicated elsewhere, the excess of the total revenues over the total expenses of the utility for a particular accounting period is called "net income". A fund established to finance and account for services and commodities furnished by a designated deparbnent or agency to other departments or agencies within a single governmental unit or to other governmental units. Amounts expended by the fund are restored thereto, either from operating earnings or by transfers from other funds, so that the original fund capital is kept intacL A detailed list showing quantities, descriptions, and values of property; also units of measure and unit prices. Note: The term is often confined to consumable supplies but may also cover fixed assets. A formal legislative enactment by the governing board of a municipality. A special revenue fund used to account for revenues pursuant to Florida Statute 943.25 which allows municipalities to collect two (2) dollars from each traffic citation for the purpose of criminal justice education and training for police officers. 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. Final Budget 200t102 Page t'ti SPECIAL REVENUE FUND STREET MAINTENANCE FUND TAXES A fund used to account for the proceeds of specific revenue sources that are legally restricted to expenditure for specified purposes. 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. Final Budget 2001102 Page 112