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Budget Allocation Discussion FY 2008 and FY 2009

Budget Allocation Discussion FY 2008 and FY 2009. Alachua County Board of County Commissioners Office of Management and Budget February 2007. Budget Allocation Discussion FY08 and FY09. Transformation Strategy Alachua Excels - Aligning for Success 5 Year Budget Projections

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Budget Allocation Discussion FY 2008 and FY 2009

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  1. Budget Allocation DiscussionFY 2008 and FY 2009 Alachua County Board of County Commissioners Office of Management and Budget February 2007

  2. Budget Allocation DiscussionFY08 and FY09 • Transformation Strategy • Alachua Excels - Aligning for Success • 5 Year Budget Projections • Historical Comparisons • Expenditure Issues • Ad Valorem Growth • Revenue Diversification • FY08 Budget Planning Calendar

  3. Alachua Excels Transformation Strategy

  4. Budget Allocation DiscussionFY08 and FY09 • Alachua Excels – Transformation Strategy • Empower employees and citizens. • Implement technology that serves the organization. • Improve systems of management and accountability.

  5. Alachua Excels Aligning for Success

  6. Budget Allocation DiscussionFY08 and FY09 • Alachua Excels - Aligning for Success • Performance management program that will serve to align the Commissions strategic plans, the budget and performance measures • Enables us to better share our corporate story with our citizens • GovMax, Performance Management System serves as the technology infrastructure for the program • Establishes the framework for planning, budgeting, reporting, evaluating and decision making • Cascades throughout the organization using performance measures showing how the achievement of employee performance goals contributes to the achievement of departmental goals and to the achievement of County goals

  7. Alachua Excels – Aligning for Success Maintaining a Community and Corporate Balance Community Values Operate the business Manage Resources Serve the customer Develop Employees

  8. Alachua Excels – Aligning for Success Commission Goals Commission Guiding Vision Aligning for Success – Performance Management Program: Aligns the Board’s mission, vision, values and strategic plans to our day-to-day workflow and personal performance. The program will ensure that the outcomes of our work support identified strategies and goals, and that we are accountable for our efforts.

  9. Alachua Excels – Aligning for Success

  10. Five Year Budget Projections

  11. Budget Allocation DiscussionFY08 and FY09 General Assumptions: Ad Valorem increases 8% for FY08 thru FY11 (8.8887 mills) Personal Services 5% for Board of County Commissioners and Constitutional Offices All Financial Policy requirements are met including funding of reserve levels

  12. Budget Allocation DiscussionFY08 and FY09 General Assumptions: Ad Valorem increases 8% for FY08 thru FY11 (.4470 mills) Personal Services 5% for Board of County Commissioners and Constitutional Offices All Financial Policy requirements are met including funding of reserve levels

  13. Budget Allocation DiscussionFY08 and FY09 General Assumptions: Ad Valorem increases 8% for FY08 thru FY11 (1.7676 mills) Personal Services 5% for Board of County Commissioners and Constitutional Offices All Financial Policy requirements are met including funding of reserve levels

  14. Budget Allocation DiscussionFY08 and FY09 General Assumptions: Ad Valorem increases 8% for FY08 thru FY11 (1.2531 mills) Personal Services 5% for Board of County Commissioners and Constitutional Offices All Financial Policy requirements are met including funding of reserve levels

  15. Budget Allocation DiscussionFY08 and FY09 • 5 Year Budget Projections and Assumptions • Projection includes FY07 thru FY11 • 8% Ad Valorem Revenue Growth • $7,500,000 General Fund • $170,000 Unincorporated MSTU • $680,000 Law Enforcement MSTU • 5% Personal Services Cost Increase (Board and Constitutional Offices) • $3,200,000 General Fund • $120,000 Unincorporated MSTU • $700,000 Law Enforcement MSTU

  16. Budget Allocation DiscussionFY08 and FY09 • 5 Year Budget Projections and Assumptions • 2.5% Increase in Operating (limited line items) • $900,000 General Fund • $60,000 Unincorporated MSTU • $50,000 Law Enforcement MSTU • 5% Increase for Capital Funding Plan • $250,000 General Fund • $20,000 Unincorporated MSTU • Reserves for Contingency – Policy and Replacement • $500,000 General Fund (as of February 2007) • $20,000 Unincorporated MSTU • $100,000 Law Enforcement MSTU

  17. Budget Allocation DiscussionFY08 and FY09 • 5 Year Budget Projections and Assumptions • Increase for Community Agency Partnership Program Allocation • $90,000 General Fund (1% operating revenues) • 20% Increase for most Community Redevelopment Agencies • $1,000,000 General Fund • Summary of Planned Uses • $5,540,000 General Fund • $220,000 Unincorporated MSTU • $850,000 Law Enforcement MSTU

  18. Historical Data and Comparisons

  19. Budget Allocation DiscussionFY08 and FY09

  20. Budget Allocation DiscussionFY08 and FY09

  21. Budget Allocation DiscussionFY08 and FY09

  22. Budget Allocation DiscussionFY08 and FY09

  23. Budget Allocation DiscussionFY08 and FY09

  24. Budget Allocation DiscussionFY08 and FY09 Community Redevelopment Agencies FY2007

  25. Budget Allocation DiscussionFY08 and FY09 Community Redevelopment Districts FY2007

  26. Budget Allocation DiscussionFY08 and FY09 • Community Redevelopment Agency • City of Gainesville - 5th Ave • Anticipated ending date: 2010 • 2007 payment = $196,486; change from 2006 45.43% • 2006 payment = $135,103; change from 2005 50.84% • 2005 payment = $89,568

  27. Budget Allocation DiscussionFY08 and FY09 • Community Redevelopment Agency • City of Gainesville - Pleasant St • Anticipated ending date: 2019 • 2007 payment = $38,768; change from 2006 20.63% • 2006 payment = $32,139; change from 2005 18.28% • 2005 payment = $27,173

  28. Budget Allocation DiscussionFY08 and FY09 • Community Redevelopment Agency • City of Gainesville - Downtown • Anticipated ending date: 2011 • 2007 payment = $557,182; change from 2006 26.79% • 2006 payment = $439,463; change from 2005 16.96% • 2005 payment = $375,732

  29. Budget Allocation DiscussionFY08 and FY09 • Community Redevelopment Agency • City of Gainesville - Downtown Expansion • Anticipated ending date: 2041 • 2007 payment = $119,385; change from 2006 70.98% • 2006 payment = $69,822; change from 2006 47.68% • 2005 payment = $47,290

  30. Budget Allocation DiscussionFY08 and FY09 • Community Redevelopment Agency • City of Gainesville - College Park • Anticipated ending date: 2034 • 2007 payment = $1,436,290; change from 2006 106.36% • 2006 payment = $696,004; change from 2005 28.79% • 2005 payment = $540,407

  31. Budget Allocation DiscussionFY08 and FY09 • Community Redevelopment Agency • City of Gainesville - College Park Expansion • Anticipated ending date: 2045 • 2007 payment = $72,014

  32. Budget Allocation DiscussionFY08 and FY09 • Community Redevelopment Agency • City of Gainesville - Eastside • Anticipated ending date: 2040 • 2007 payment = $264,659; change from 2006 60.72% • 2006 payment = $164,675; change from 2005 61.08% • 2005 payment = $102,235

  33. Budget Allocation DiscussionFY08 and FY09 • Community Redevelopment Agency • City of Hawthorne • Anticipated ending date: 2033 • 2007 payment = $46,708; change from 2006 32.75% • 2006 payment = $35,184; change from 2005 23.59% • 2005 payment = $28,468

  34. Budget Allocation DiscussionFY08 and FY09 • Community Redevelopment Agency • City of High Springs • Anticipated ending date: 2026 • 2007 payment = $109,590; change from 2006 23.08% • 2006 payment = $89,040; change from 2005 39.37% • 2005 payment = $63,888

  35. Budget Allocation DiscussionFY08 and FY09 • Community Redevelopment Agency • City of Alachua • Anticipated ending date: 2027 • 2007 payment = $307,752; change from 2006 50.20% • 2006 payment = $200,901; change from 2005 39.66% • 2005 payment = $143,848

  36. Expenditure Issues

  37. Budget Allocation DiscussionFY08 and FY09 • Expenditure Issues • GASB 45 – Retiree Benefits • Capital Projects ie. Jail; CJSC (additional floor); SOE; EOC expansion; Court integrated technology; Fairgrounds; Animal Services • Each project exceeds $1,000,000 • Economic development projects • Capital project operating costs • Health and Property Casualty Insurance

  38. Ad Valorem Growth

  39. Budget Allocation DiscussionFY08 and FY09 • Ad Valorem Issues • Millage and Revenue Generating • Impact from Governor’s proposals • Other Legislative Initiatives • Anticipate effect for FY09 • Are you ready to reverse actions taken for FY08 in FY09 (don’t wait to plan)

  40. Budget Allocation DiscussionFY08 and FY09

  41. Budget Allocation DiscussionFY08 and FY09 FY07 Millage Rate Comparisons Municipality FY07 Millage Rate

  42. Budget Allocation DiscussionFY08 and FY09 Taxable Value Options Incremental Growth

  43. Budget Allocation DiscussionFY08 and FY09 FY08 Projected Ad Valorem Revenue Taxing Unit Value of 1 Mill

  44. Budget Allocation DiscussionFY08 and FY09 What Would Happen if the Governor’s Proposals Pass • Doubling the Homestead Exemption $11 Million Estimated Revenue Loss (based on current millage rate) = Approximately 10% of General Fund Ad Valorem revenues • Tangible Personal Property Tax ($25,000 exempt) $1.2 million estimated revenue loss = Approximately 1.1% of General Fund Ad Valorem revenues

  45. Budget Allocation DiscussionFY08 and FY09 What Would Happen if the Governor’s Proposals Pass • Save Our Homes Portability Impact is unknown • Expand Taxable 3% Cap $8.6 million estimated revenue loss = Approximately 9% of General Fund Ad Valorem revenues • 46% of Alachua County’s property values are already off the tax rolls

  46. Revenue Diversification

  47. Budget Allocation DiscussionFY08 and FY09 • Revenue Diversification Options • Immediate Options • Local Government Infrastructure Surtax 1 cent • Funds construction and some parks operations • Fuel Tax 1 – 5 cents • Funds transportation projects • Impact fees • Funds capital projects for parks, transportation and fire • Tourist tax 4th cent • Construction of signature project • Fire Services Assessment • Funds fire protection services • CST and PST shift to MSTU or General Fund

  48. Budget Allocation DiscussionFY08 and FY09 • Revenue Diversification Options • Long Range Options • Storm water fees • Occupational fees (business tax) • Assessments for Services (parks, EMS)

  49. Budget Allocation DiscussionFY08 and FY09 • Local Option Fuel Taxes • Counties can levy up to 12 cents per gallon from three separate levies • 1 Cent (Ninth Cent Fuel Tax) currently levied • 1-6 Cents (Local Option Fuel Tax) currently levied • 1-5 Cents (2nd Local Option Fuel Tax) not levied

  50. Budget Allocation DiscussionFY08 and FY09 • 2nd Local Option Fuel Tax (1 – 5 cents) • Can be levied by a supermajority vote of the Board • Proceeds shall be used for transportation expenses including construction, reconstruction and resurfacing of roads • Cannot be used for routine maintenance • Ordinance to levy tax must be adopted by June 30 for January 1 effective date • Estimated revenue for each cent is $1,100,000 per year (County share $574,000 or 52.15% of collections)

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